Strategic Financial Partners
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Strategic Financial Partners Employees
Employee
Years
Job
Industry
Jeremy Harlam Jeremy Harlam's Strategic Financial Partners Experience June 2013 - September 2013
Job Marketing Assistant at Outward Hound
Industry Environmental Services
Experience
Outward Hound September 2015 - Present
Learn Fresh Education Company June 2015 - Present
CityRoots December 2012 - Present
Colorado College January 2012 - Present
Magneti Marketing June 2014 - September 2014
Bella Energy, Inc. 2014 - 2014
Strategic Financial Partners June 2013 - September 2013
Runa 2011 - 2013
Environment Rhode Island June 2012 - September 2012
Los Andes Resturant June 2012 - August 2012
Skills
Spanish, Teaching, Sales, Research, Social Media, PowerPoint, Public Speaking, Fundraising, Event Planning, Start-ups, Social Networking, Nonprofits, Entrepreneurship, Marketing
Education
Colorado College 2011 — 2015
Outward Hound September 2015 - Present
Learn Fresh Education Company June 2015 - Present
CityRoots December 2012 - Present
Colorado College January 2012 - Present
Magneti Marketing June 2014 - September 2014
Bella Energy, Inc. 2014 - 2014
Strategic Financial Partners June 2013 - September 2013
Runa 2011 - 2013
Environment Rhode Island June 2012 - September 2012
Los Andes Resturant June 2012 - August 2012
Skills
Spanish, Teaching, Sales, Research, Social Media, PowerPoint, Public Speaking, Fundraising, Event Planning, Start-ups, Social Networking, Nonprofits, Entrepreneurship, Marketing
Education
Colorado College 2011 — 2015
Alex Griffith's Strategic Financial Partners Experience June 2009 - February 2010
Job Chief Operating Officer at Artisent Floors
Industry Consumer Services
Experience
Carpet Tech Inc. February 2010 - Present
Strategic Financial Partners June 2009 - February 2010
Skills
Strategic Planning, Customer Service, Leadership, Team Building, Sales Management, Sales, Marketing, New Business Development, Operations Management, Forecasting, Negotiation, Marketing Strategy
Education
University of Arkansas at Fayetteville 2005 — 2009
Bachelor of Science (BS), Finance and Financial Management Services
Carpet Tech Inc. February 2010 - Present
Strategic Financial Partners June 2009 - February 2010
Skills
Strategic Planning, Customer Service, Leadership, Team Building, Sales Management, Sales, Marketing, New Business Development, Operations Management, Forecasting, Negotiation, Marketing Strategy
Education
University of Arkansas at Fayetteville 2005 — 2009
Bachelor of Science (BS), Finance and Financial Management Services
Andrew Beckman Andrew Beckman's Strategic Financial Partners Experience 2009 - 2010
Job Investment Advisor at Hamilton Financial
Industry Financial Services
Experience
Hamilton Financial September 2012 - Present
Insurance People of NC, Inc. 2011 - September 2012
Strategic Financial Partners 2009 - 2010
Downline Ministries 2007 - 2009
CAMP-of-the-WOODS 2001 - 2007
Skills
Strategic Financial..., Insurance, Financial Analysis, Asset Allocation, Leadership, Investments, Portfolio Management, Asset Management, Retirement Planning, Series 7, Securities, Customer Service, Management, Mutual Funds, Investment Advisory, Public Speaking
Education
Auburn University
Business Administration, Finance
Samford University
Hamilton Financial September 2012 - Present
Insurance People of NC, Inc. 2011 - September 2012
Strategic Financial Partners 2009 - 2010
Downline Ministries 2007 - 2009
CAMP-of-the-WOODS 2001 - 2007
Skills
Strategic Financial..., Insurance, Financial Analysis, Asset Allocation, Leadership, Investments, Portfolio Management, Asset Management, Retirement Planning, Series 7, Securities, Customer Service, Management, Mutual Funds, Investment Advisory, Public Speaking
Education
Auburn University
Business Administration, Finance
Samford University
Jon Bahr's Strategic Financial Partners Experience July 2015 - September 2015
Job Accounting Information Systems Teacher's Assistant | Graduation December, 2015
Industry Accounting
Experience
BYU-Idaho September 2015 - Present
Family: Good Things to Come July 2015 - Present
All Pro Capital August 2015 - September 2015
Strategic Financial Partners July 2015 - September 2015
BYU-Idaho September 2013 - July 2015
Eide Bailly LLP January 2015 - April 2015
The Church of Jesus Christ of Latter-day Saints - Human Resources April 2011 - April 2013
Bismarck Parks and Recreation District November 2008 - September 2010
Center for Civic Education August 2009 - May 2010
Boy Scouts of America 2003 - 2009
Skills
Public Speaking, Leadership, Teamwork, Critical Thinking, Spanish, Microsoft Excel, Friendly Personality, Team Leadership, Time Management, Teaching, Access
Education
Brigham Young University - Idaho 2010 — 2015
Bachelor of Science (B.S.), Accounting, 3.48
BYU-Idaho September 2015 - Present
Family: Good Things to Come July 2015 - Present
All Pro Capital August 2015 - September 2015
Strategic Financial Partners July 2015 - September 2015
BYU-Idaho September 2013 - July 2015
Eide Bailly LLP January 2015 - April 2015
The Church of Jesus Christ of Latter-day Saints - Human Resources April 2011 - April 2013
Bismarck Parks and Recreation District November 2008 - September 2010
Center for Civic Education August 2009 - May 2010
Boy Scouts of America 2003 - 2009
Skills
Public Speaking, Leadership, Teamwork, Critical Thinking, Spanish, Microsoft Excel, Friendly Personality, Team Leadership, Time Management, Teaching, Access
Education
Brigham Young University - Idaho 2010 — 2015
Bachelor of Science (B.S.), Accounting, 3.48
Brenda Cook's Strategic Financial Partners Experience June 2010 - August 2012
Job New Business Coordinator at Financial Institution Consulting Corporation (FICC)
Industry Insurance
Experience
Financial Institution Consulting Corporation (FICC) August 2013 - Present
Tennessee Judo Inc 2010 - Present
MidSouth Financial Group July 2012 - August 2013
Strategic Financial Partners June 2010 - August 2012
Unum June 2000 - December 2009
Temporary Agency Work February 2000 - June 2000
Nationwide Insurance April 1985 - February 2000
Arrow Business Services December 1983 - April 1985
Skills
Insurance, Administrative..., Term Life Insurance, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Publisher, PowerPoint, 10 Key, Telephone Skills, Administrative..., Bookkeeping, Bank Reconciliation, Customer Service, Life Insurance
Education
Hammond Hillis Baptist School
Southwest Tennessee Community College
Adminstrative Support
Financial Institution Consulting Corporation (FICC) August 2013 - Present
Tennessee Judo Inc 2010 - Present
MidSouth Financial Group July 2012 - August 2013
Strategic Financial Partners June 2010 - August 2012
Unum June 2000 - December 2009
Temporary Agency Work February 2000 - June 2000
Nationwide Insurance April 1985 - February 2000
Arrow Business Services December 1983 - April 1985
Skills
Insurance, Administrative..., Term Life Insurance, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Publisher, PowerPoint, 10 Key, Telephone Skills, Administrative..., Bookkeeping, Bank Reconciliation, Customer Service, Life Insurance
Education
Hammond Hillis Baptist School
Southwest Tennessee Community College
Adminstrative Support
Cooper Sandusky's Strategic Financial Partners Experience August 2015 - Present
Job Financial Services Representative
Industry Financial Services
Experience
Strategic Financial Partners August 2015 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Leadership, Social Media, Public Speaking, Time Management, Social Networking, Marketing, Teamwork, Sales, Event Planning
Education
University of Mississippi 2010 — 2014
Risk Management and Insurance
Strategic Financial Partners August 2015 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Leadership, Social Media, Public Speaking, Time Management, Social Networking, Marketing, Teamwork, Sales, Event Planning
Education
University of Mississippi 2010 — 2014
Risk Management and Insurance
Lauren Powers Lauren Powers's Strategic Financial Partners Experience August 2014 - Present
Job Client Relationship Coordinator at Strategic Financial Partners
Industry Insurance
Experience
Strategic Financial Partners August 2014 - Present
Sun Life Financial August 2013 - August 2014
Sun Life Financial April 2012 - August 2013
Skills
Insurance, Customer Service, Disability Insurance, Life Insurance, Employee Benefits, Health Insurance, Retirement
Education
Middle Tennessee State University 2007 — 2011
Bachelor of Science (B.S.), Sociology
Strategic Financial Partners August 2014 - Present
Sun Life Financial August 2013 - August 2014
Sun Life Financial April 2012 - August 2013
Skills
Insurance, Customer Service, Disability Insurance, Life Insurance, Employee Benefits, Health Insurance, Retirement
Education
Middle Tennessee State University 2007 — 2011
Bachelor of Science (B.S.), Sociology
Kathleen Macomber Kathleen Macomber's Strategic Financial Partners Experience 2001 - 2008
Job Financial Services & Trust Administrator at Rollstone Bank & Trust
Industry Banking
Experience
Rollstone Bank & Trust 2008 - Present
Strategic Financial Partners 2001 - 2008
Education
Quinsigamond Community College
Associate's degree, Business Administration and Management, General
Rollstone Bank & Trust 2008 - Present
Strategic Financial Partners 2001 - 2008
Education
Quinsigamond Community College
Associate's degree, Business Administration and Management, General
Cassie Hart Cassie Hart's Strategic Financial Partners Experience January 2006 - June 2010
Job Staffing Specialist at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2013 - Present
Business Women's Network of Pueblo 2013 - 2015
Wells Fargo February 2012 - July 2013
Wells Fargo October 2011 - February 2012
Wells Fargo May 2011 - October 2011
Wells Fargo October 2010 - May 2011
Strategic Financial Partners January 2006 - June 2010
Skills
Microsoft Excel, Coaching, Employee Training, Leadership, Series 6, Retirement, Retail Banking, Customer Service, Microsoft Office, Microsoft Word, Financial Advisory, Banking, People Skills, Highly motivated..., Organizational..., Organization &..., Oral & Written..., Friendly Personality, Customer Service..., Customer Satisfaction, Employee Recognition, Employee Management, Administrative..., Office Administration, Mutual Funds, Sales, Applicant Tracking..., Onboarding, Hiring, Outstanding verbal, Communication, Professional..., Love to Learn, Innovativeness, High level of initiative, Community Outreach, Website Creation, Independent Thinking, Group Work, Production Efficiency, Fast Learner, Fast Paced Environment, Eagerness to Learn, Employee Engagement, Recruiting
Education
Colorado College 2004 — 2008
Bachelor of Arts (B.A.), Economics & Finance
University of Phoenix 2013 — 2015
Bachelor of Arts (B.A.), Human Resources Management, Human Resources Management/Personnel Administration, General
Wells Fargo July 2013 - Present
Business Women's Network of Pueblo 2013 - 2015
Wells Fargo February 2012 - July 2013
Wells Fargo October 2011 - February 2012
Wells Fargo May 2011 - October 2011
Wells Fargo October 2010 - May 2011
Strategic Financial Partners January 2006 - June 2010
Skills
Microsoft Excel, Coaching, Employee Training, Leadership, Series 6, Retirement, Retail Banking, Customer Service, Microsoft Office, Microsoft Word, Financial Advisory, Banking, People Skills, Highly motivated..., Organizational..., Organization &..., Oral & Written..., Friendly Personality, Customer Service..., Customer Satisfaction, Employee Recognition, Employee Management, Administrative..., Office Administration, Mutual Funds, Sales, Applicant Tracking..., Onboarding, Hiring, Outstanding verbal, Communication, Professional..., Love to Learn, Innovativeness, High level of initiative, Community Outreach, Website Creation, Independent Thinking, Group Work, Production Efficiency, Fast Learner, Fast Paced Environment, Eagerness to Learn, Employee Engagement, Recruiting
Education
Colorado College 2004 — 2008
Bachelor of Arts (B.A.), Economics & Finance
University of Phoenix 2013 — 2015
Bachelor of Arts (B.A.), Human Resources Management, Human Resources Management/Personnel Administration, General
Phillip DeBoalt Phillip DeBoalt's Strategic Financial Partners Experience May 2012 - May 2014
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments June 2014 - March 2015
Strategic Financial Partners May 2012 - May 2014
Rio Grande Exploration August 2005 - December 2010
Strategic Financial Partners January 2004 - August 2005
Skills
Investments, Strategic Financial..., Contract Negotiation, Microsoft Office, Marketing Strategy, Sales Management, Retirement Planning, Photoshop, Photography, Portfolio Management, Negotiation, Insurance, Financial Analysis, Financial Planning, Financial Management
Education
University of Utah 2011 — 2012
Physics & Chemistry
Fort Lewis College 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration, 3.35
Fidelity Investments March 2015 - Present
Fidelity Investments June 2014 - March 2015
Strategic Financial Partners May 2012 - May 2014
Rio Grande Exploration August 2005 - December 2010
Strategic Financial Partners January 2004 - August 2005
Skills
Investments, Strategic Financial..., Contract Negotiation, Microsoft Office, Marketing Strategy, Sales Management, Retirement Planning, Photoshop, Photography, Portfolio Management, Negotiation, Insurance, Financial Analysis, Financial Planning, Financial Management
Education
University of Utah 2011 — 2012
Physics & Chemistry
Fort Lewis College 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration, 3.35
Tim Watson Tim Watson's Strategic Financial Partners Experience January 2005 - Present
Job Partner/CoFounder of The (k) Group, CFP®, AIF®
Industry Financial Services
Experience
Strategic Financial Partners January 2005 - Present
Skills
Retirement, 401k, Investments, Plan Design, Retirement Planning, Estate Planning, Alternative Investments, Retirement Income..., 403 b, 457 Plans, Strategic Financial..., Mutual Funds, ETFs, Wealth Management, Family Office, Income Protection, Asset Protection, Life Insurance, Cash Balance, Defined Benefit, Financial Advisory, Wealth Management..., Financial Services, Securities, Pensions, Insurance, Finance, Personal Finance, FINRA, Investment Advisory, Asset Allocation
Education
The Ohio State University 1998 — 2002
Bachelor's degree, Finance
The Ohio State University Fisher College of Business 1998 — 2002
BSBA, Finance
Strategic Financial Partners January 2005 - Present
Skills
Retirement, 401k, Investments, Plan Design, Retirement Planning, Estate Planning, Alternative Investments, Retirement Income..., 403 b, 457 Plans, Strategic Financial..., Mutual Funds, ETFs, Wealth Management, Family Office, Income Protection, Asset Protection, Life Insurance, Cash Balance, Defined Benefit, Financial Advisory, Wealth Management..., Financial Services, Securities, Pensions, Insurance, Finance, Personal Finance, FINRA, Investment Advisory, Asset Allocation
Education
The Ohio State University 1998 — 2002
Bachelor's degree, Finance
The Ohio State University Fisher College of Business 1998 — 2002
BSBA, Finance
Rod Thompson Rod Thompson's Strategic Financial Partners Experience July 2010 - January 2013
Job Business Development at TD Capital Management, LLC
Industry Investment Management
Experience
TD Capital Management, LLC January 2013 - Present
Strategic Financial Partners July 2010 - January 2013
Education
University of Mississippi 2009 — 2010
Master of Business Administration (MBA)
CBHS
The University of Memphis
Bachelor's degree, Economics with concentration in Finance
TD Capital Management, LLC January 2013 - Present
Strategic Financial Partners July 2010 - January 2013
Education
University of Mississippi 2009 — 2010
Master of Business Administration (MBA)
CBHS
The University of Memphis
Bachelor's degree, Economics with concentration in Finance
Parrish Oglesby's Strategic Financial Partners Experience 2008 - 2008
Job Project Manager
Industry Information Technology and Services
Experience
Share One, Inc. May 2012 - Present
FICC 2009 - 2012
Strategic Financial Partners 2008 - 2008
AIG 2006 - 2008
AmSouth Bank 2003 - 2004
PFIC Corporation/Union Planters Financial Services 2001 - 2003
Skills
Process Improvement, Banking, Microsoft Excel, Customer Service, Finance, Sales, PowerPoint, Risk Management, Windows, Business Development, Cold Calling, Lead Generation, Management, Marketing, Marketing Strategy, Project Management, Sales Operations, Budgets, Training, Microsoft Office, Employee Training, Leadership
Education
Project Management Institue (PMI) 2014 — 2015
PMP Certification, Poject Management
The University of Memphis 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Share One, Inc. May 2012 - Present
FICC 2009 - 2012
Strategic Financial Partners 2008 - 2008
AIG 2006 - 2008
AmSouth Bank 2003 - 2004
PFIC Corporation/Union Planters Financial Services 2001 - 2003
Skills
Process Improvement, Banking, Microsoft Excel, Customer Service, Finance, Sales, PowerPoint, Risk Management, Windows, Business Development, Cold Calling, Lead Generation, Management, Marketing, Marketing Strategy, Project Management, Sales Operations, Budgets, Training, Microsoft Office, Employee Training, Leadership
Education
Project Management Institue (PMI) 2014 — 2015
PMP Certification, Poject Management
The University of Memphis 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Robin Gann Robin Gann's Strategic Financial Partners Experience September 2007 - May 2012
Job Certified Financial Planner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Strategic Financial Partners September 2007 - May 2012
Colonial Life 2005 - 2007
Colonial Life 2005 - 2007
Acxiom August 1999 - September 2006
Education
University of Arkansas at Little Rock 1995 — 1999
Bachelor's degree, Finance, General
Mount St. Mary Academy Little Rock 1991 — 1995
High School
Ameriprise Financial Services, Inc. June 2012 - Present
Strategic Financial Partners September 2007 - May 2012
Colonial Life 2005 - 2007
Colonial Life 2005 - 2007
Acxiom August 1999 - September 2006
Education
University of Arkansas at Little Rock 1995 — 1999
Bachelor's degree, Finance, General
Mount St. Mary Academy Little Rock 1991 — 1995
High School
Randy Ward's Strategic Financial Partners Experience August 2013 - Present
Job Financial Advisor at Strategic Financial Partners
Industry Financial Services
Experience
Strategic Financial Partners August 2013 - Present
eScience Labs, Inc August 2010 - December 2010
Skills
Retirement Planning, Series 7, Asset Allocation, Financial Advisory, 401k, Wealth Management, Mutual Funds, Investments, Securities, Strategic Financial..., Investment Advisory, Investment Strategies, Estate Planning, IRAs, Financial Planners, Variable Annuities, Roth IRA, Uniform Combined State..., Term Life Insurance, Personal Financial...
Education
Colorado Christian University 2009 — 2013
Bachelor of Science (BS), Business Administration and Management
Strategic Financial Partners August 2013 - Present
eScience Labs, Inc August 2010 - December 2010
Skills
Retirement Planning, Series 7, Asset Allocation, Financial Advisory, 401k, Wealth Management, Mutual Funds, Investments, Securities, Strategic Financial..., Investment Advisory, Investment Strategies, Estate Planning, IRAs, Financial Planners, Variable Annuities, Roth IRA, Uniform Combined State..., Term Life Insurance, Personal Financial...
Education
Colorado Christian University 2009 — 2013
Bachelor of Science (BS), Business Administration and Management
Alexandra Rodriguez-Vazquez Alexandra Rodriguez-Vazquez's Strategic Financial Partners Experience June 2007 - October 2008
Job 2015 MBA graduate Emory University Goizueta Business School seeking a Brand Management, Marketing & Strategy role
Industry Marketing and Advertising
Experience
Emory University Goizueta Business School August 2013 - May 2015
Johnson & Johnson Vision Care June 2014 - August 2014
Columbia Threadneedle Investments, US October 2008 - July 2013
Strategic Financial Partners June 2007 - October 2008
Ameriprise Financial Services, Inc. November 2005 - June 2007
Skills
Mutual Funds, Leadership, Investments, Sales, Marketing, Management, Portfolio Management, Finance, Sales Operations, Strategy, Strategic Planning, Business Development, Business Strategy, Small Business, Financial Advisory, Networking, Salesforce.com, Marketing Strategy, Financial Analysis, Financial Modeling, Data Analysis, Project Management
Education
Emory University - Goizueta Business School 2013 — 2015
Master of Business Administration (MBA), Marketing- Brand Management
Boston College 2001 — 2005
Bachelor of Arts (BA), Economics
Università Commerciale 'Luigi Bocconi' / Bocconi University 2004 — 2004
Economics
Emory University Goizueta Business School August 2013 - May 2015
Johnson & Johnson Vision Care June 2014 - August 2014
Columbia Threadneedle Investments, US October 2008 - July 2013
Strategic Financial Partners June 2007 - October 2008
Ameriprise Financial Services, Inc. November 2005 - June 2007
Skills
Mutual Funds, Leadership, Investments, Sales, Marketing, Management, Portfolio Management, Finance, Sales Operations, Strategy, Strategic Planning, Business Development, Business Strategy, Small Business, Financial Advisory, Networking, Salesforce.com, Marketing Strategy, Financial Analysis, Financial Modeling, Data Analysis, Project Management
Education
Emory University - Goizueta Business School 2013 — 2015
Master of Business Administration (MBA), Marketing- Brand Management
Boston College 2001 — 2005
Bachelor of Arts (BA), Economics
Università Commerciale 'Luigi Bocconi' / Bocconi University 2004 — 2004
Economics
Chris Hall, MBA, MS Finance Chris Hall, MBA, MS Finance's Strategic Financial Partners Experience January 2008 - May 2009
Job Helping small businesses grow up
Industry Construction
Experience
Pro Lift Garage Doors December 2014 - Present
360° Painting/Maintenance Made Simple 2013 - Present
Keystone Franchise Advisors 2011 - Present
Aspen Services, Inc. and ImpruVu Window Films June 2009 - April 2014
Strategic Financial Partners January 2008 - May 2009
Keystone Capital Management 2005 - 2007
AG Heinze July 2003 - December 2005
Skills
Business, Portfolio Management, Small Business, Investments, Start-ups, Entrepreneurship, Sales, New Business Development, Marketing, Financial Analysis, Sales Process, Sales Management, Marketing Strategy, Wealth Management, Franchise Consulting, Franchising, Franchise Sales, franchise broker, franchise advisor, Entrepreneurship..., Start-up Ventures, Start-up Consulting, Business Owner Planning, business ownership, own your own business, Business Opportunity..., Business Planning, Business Development, Leadership, Executive Management, Venture Capital, Ownership, Finance
Education
University of Colorado Denver 2004 — 2005
MS, Finance
University of Colorado at Denver 2002 — 2004
MBA, Bard Center for Entrepreneurship
University of Colorado at Boulder 1997 — 2000
BS, Biochemistry and Molecular Biology
Midland High School 1991 — 1994
Pro Lift Garage Doors December 2014 - Present
360° Painting/Maintenance Made Simple 2013 - Present
Keystone Franchise Advisors 2011 - Present
Aspen Services, Inc. and ImpruVu Window Films June 2009 - April 2014
Strategic Financial Partners January 2008 - May 2009
Keystone Capital Management 2005 - 2007
AG Heinze July 2003 - December 2005
Skills
Business, Portfolio Management, Small Business, Investments, Start-ups, Entrepreneurship, Sales, New Business Development, Marketing, Financial Analysis, Sales Process, Sales Management, Marketing Strategy, Wealth Management, Franchise Consulting, Franchising, Franchise Sales, franchise broker, franchise advisor, Entrepreneurship..., Start-up Ventures, Start-up Consulting, Business Owner Planning, business ownership, own your own business, Business Opportunity..., Business Planning, Business Development, Leadership, Executive Management, Venture Capital, Ownership, Finance
Education
University of Colorado Denver 2004 — 2005
MS, Finance
University of Colorado at Denver 2002 — 2004
MBA, Bard Center for Entrepreneurship
University of Colorado at Boulder 1997 — 2000
BS, Biochemistry and Molecular Biology
Midland High School 1991 — 1994
Chris Setter, CFP®, MBA Chris Setter, CFP®, MBA's Strategic Financial Partners Experience June 2007 - December 2010
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Northwestern Mutual March 2013 - August 2014
ASI Capital, LLC October 2012 - March 2013
Quantum Asset Management July 2012 - September 2012
Peak Capital Management January 2011 - July 2012
Strategic Financial Partners June 2007 - December 2010
ITT Systems February 2003 - February 2007
Skills
Retirement Planning, Estate Planning, Risk Management, Certified Financial..., Insurance Planning, Employee Benefits..., Investment Planning, Income Tax Planning
Education
University of Colorado at Colorado Springs 1999 — 2002
Master of Business Administration (MBA), Finance, General
Colorado State University 1993 — 1997
Bachelor of Science (B.S.), Environmental Health
Charles Schwab August 2014 - Present
Northwestern Mutual March 2013 - August 2014
ASI Capital, LLC October 2012 - March 2013
Quantum Asset Management July 2012 - September 2012
Peak Capital Management January 2011 - July 2012
Strategic Financial Partners June 2007 - December 2010
ITT Systems February 2003 - February 2007
Skills
Retirement Planning, Estate Planning, Risk Management, Certified Financial..., Insurance Planning, Employee Benefits..., Investment Planning, Income Tax Planning
Education
University of Colorado at Colorado Springs 1999 — 2002
Master of Business Administration (MBA), Finance, General
Colorado State University 1993 — 1997
Bachelor of Science (B.S.), Environmental Health
Frank Batchelor Frank Batchelor's Strategic Financial Partners Experience May 2006 - April 2007
Job Director, Client Services at CustomDox
Industry Information Technology and Services
Experience
CustomDox November 2013 - Present
IBS America, Inc. 2008 - June 2012
Strategic Financial Partners May 2006 - April 2007
Printer Systems International 1994 - 2003
NetSilicon 1993 - 1994
Mannesmann Tally Corp 1979 - 1991
Skills
Management, Start-ups, Contract Negotiation, Manufacturing, Medical Devices, Solution Selling, Enterprise Software, Proposal Generation, Key Account Acquisition..., OEM contracts, Channel Relationships, International Account..., Quality System, Technical Writing
Education
Dartmouth College
Bachelor's degree, Engineering Science
Massachusetts Institute of Technology
Master of Science (M.S.), SLOAN - Management
CustomDox November 2013 - Present
IBS America, Inc. 2008 - June 2012
Strategic Financial Partners May 2006 - April 2007
Printer Systems International 1994 - 2003
NetSilicon 1993 - 1994
Mannesmann Tally Corp 1979 - 1991
Skills
Management, Start-ups, Contract Negotiation, Manufacturing, Medical Devices, Solution Selling, Enterprise Software, Proposal Generation, Key Account Acquisition..., OEM contracts, Channel Relationships, International Account..., Quality System, Technical Writing
Education
Dartmouth College
Bachelor's degree, Engineering Science
Massachusetts Institute of Technology
Master of Science (M.S.), SLOAN - Management
Joseph Poch Joseph Poch's Strategic Financial Partners Experience October 2011 - May 2012
Job Live Production Manager at Innovative Moments
Industry Events Services
Experience
Pikes Peak United Way - Young Leaders Society January 2015 - Present
The Colorado Military Taptoo October 2013 - Present
Innovative Moments September 2012 - Present
Innovative Moments November 2012 - Present
Rocky Mountain Digital Solutions LLC May 2007 - Present
Colorado Springs Rising Professionals 2012 - March 2015
Long's Peak Scottish and Irish Highland Festival September 2007 - January 2014
Strategic Financial Partners October 2011 - May 2012
Office Depot January 2010 - November 2010
Circuit City September 2006 - March 2009
Skills
Interpersonal, Organizational..., Event Management, Teaching, Music, Music Theory, Time Management, Logistics, Social Media, Public Speaking, Team Building, Customer Service, Leadership, Sound, Event Planning, Sales, Entertainment, Social Media Marketing, Account Management, Management, Video, Composition, Project Planning, Project Management, Contract Negotiation, Entrepreneurship, Facebook, Marketing, Creative Direction, Festivals, Advertising, Training, Marketing Communications, Fundraising, Audio Engineering, Audio Post Production, Sound Design, Music Production, Music Industry, Sound Editing
Education
Colorado Technical University 2008 — 2012
Bachelor of Science (BS), Business Administration, Senior
Berklee College of Music 2008 — 2010
Specialist, Music Theory
Pikes Peak United Way - Young Leaders Society January 2015 - Present
The Colorado Military Taptoo October 2013 - Present
Innovative Moments September 2012 - Present
Innovative Moments November 2012 - Present
Rocky Mountain Digital Solutions LLC May 2007 - Present
Colorado Springs Rising Professionals 2012 - March 2015
Long's Peak Scottish and Irish Highland Festival September 2007 - January 2014
Strategic Financial Partners October 2011 - May 2012
Office Depot January 2010 - November 2010
Circuit City September 2006 - March 2009
Skills
Interpersonal, Organizational..., Event Management, Teaching, Music, Music Theory, Time Management, Logistics, Social Media, Public Speaking, Team Building, Customer Service, Leadership, Sound, Event Planning, Sales, Entertainment, Social Media Marketing, Account Management, Management, Video, Composition, Project Planning, Project Management, Contract Negotiation, Entrepreneurship, Facebook, Marketing, Creative Direction, Festivals, Advertising, Training, Marketing Communications, Fundraising, Audio Engineering, Audio Post Production, Sound Design, Music Production, Music Industry, Sound Editing
Education
Colorado Technical University 2008 — 2012
Bachelor of Science (BS), Business Administration, Senior
Berklee College of Music 2008 — 2010
Specialist, Music Theory
Ben Bolton's Strategic Financial Partners Experience February 2004 - October 2009
Job TechOps Lead at Church Community Builder, Inc.
Industry Computer Software
Experience
Church Community Builder, Inc. September 2011 - Present
Church Community Builder, Inc. October 2009 - September 2011
Strategic Financial Partners February 2004 - October 2009
Skills
Firearms, DOS commands, Magicians, Bulletin Boards, Online Gaming, Headshots, Bash, Linux, Xen, Watchguard, Load Balancing, Balloon Artist, Voice & Accent, Apache 2, Iptables, Project Management, Leadership
Education
University of Colorado at Colorado Springs 2001 — 2004
BS, Computer Science
Colorado School of Mines 2000 — 2001
Church Community Builder, Inc. September 2011 - Present
Church Community Builder, Inc. October 2009 - September 2011
Strategic Financial Partners February 2004 - October 2009
Skills
Firearms, DOS commands, Magicians, Bulletin Boards, Online Gaming, Headshots, Bash, Linux, Xen, Watchguard, Load Balancing, Balloon Artist, Voice & Accent, Apache 2, Iptables, Project Management, Leadership
Education
University of Colorado at Colorado Springs 2001 — 2004
BS, Computer Science
Colorado School of Mines 2000 — 2001
Jackie Goossen Jackie Goossen's Strategic Financial Partners Experience July 2011 - August 2012
Job Accountant/ Renewals Contract Coordinator
Industry Accounting
Experience
Clear North Technologies August 2013 - Present
Brunswick Corporation January 2015 - March 2015
Lancet Software December 2012 - April 2013
American Fulfillment September 2012 - December 2012
Strategic Financial Partners July 2011 - August 2012
IC System October 2009 - May 2010
Skills
Business Analysis, Management, Accounts Payable, Account Reconciliation, Leadership
Education
Rasmussen College-Minnesota 2008 — 2012
Bachelors, Accounting, 3.8
St. James Public School
Clear North Technologies August 2013 - Present
Brunswick Corporation January 2015 - March 2015
Lancet Software December 2012 - April 2013
American Fulfillment September 2012 - December 2012
Strategic Financial Partners July 2011 - August 2012
IC System October 2009 - May 2010
Skills
Business Analysis, Management, Accounts Payable, Account Reconciliation, Leadership
Education
Rasmussen College-Minnesota 2008 — 2012
Bachelors, Accounting, 3.8
St. James Public School
David Reilly, CFP® David Reilly, CFP®'s Strategic Financial Partners Experience September 2009 - January 2010
Job Vice President, Financial Consultant at Rockland Trust
Industry Financial Services
Experience
Rockland Trust August 2013 - Present
Citizens Bank December 2012 - August 2013
Merrill Lynch February 2010 - December 2012
Strategic Financial Partners September 2009 - January 2010
Children's Hospital Boston June 2007 - July 2009
The Roxbury Latin School May 2005 - June 2007
Golf Digest 2003 - 2005
American Express August 2001 - October 2003
American Express 2001 - 2003
Skills
Strategic Planning, Mergers, Mutual Funds, Philanthropy, Strategic Partnerships, Investments, Public Speaking, Financial Analysis, Fundraising, Asset Managment, Portfolio Management, Financial Modeling, Social Media, Business Strategy, Marketing Strategy, Event Planning, Certified Financial..., Strategy, Alternative Investments, Finance, Mergers & Acquisitions, Asset Management, Business Planning, Series 7, Marketing, Securities, Financial Services
Education
Wake Forest University School of Business 1999 — 2001
MBA, Marketing and Information Technology
Boston College 1990 — 1994
Bachelor of Arts (B.A.), History
The Roxbury Latin School 1984 — 1990
Rockland Trust August 2013 - Present
Citizens Bank December 2012 - August 2013
Merrill Lynch February 2010 - December 2012
Strategic Financial Partners September 2009 - January 2010
Children's Hospital Boston June 2007 - July 2009
The Roxbury Latin School May 2005 - June 2007
Golf Digest 2003 - 2005
American Express August 2001 - October 2003
American Express 2001 - 2003
Skills
Strategic Planning, Mergers, Mutual Funds, Philanthropy, Strategic Partnerships, Investments, Public Speaking, Financial Analysis, Fundraising, Asset Managment, Portfolio Management, Financial Modeling, Social Media, Business Strategy, Marketing Strategy, Event Planning, Certified Financial..., Strategy, Alternative Investments, Finance, Mergers & Acquisitions, Asset Management, Business Planning, Series 7, Marketing, Securities, Financial Services
Education
Wake Forest University School of Business 1999 — 2001
MBA, Marketing and Information Technology
Boston College 1990 — 1994
Bachelor of Arts (B.A.), History
The Roxbury Latin School 1984 — 1990
William Norman's Strategic Financial Partners Experience July 2013 - 2014
Job US Army
Industry Military
Experience
US Army May 2014 - Present
Strategic Financial Partners July 2013 - 2014
Wilson-Bennett Technology, Inc. February 2013 - March 2013
Skills
Economics, Strategic Leadership, Microsoft Office, Microsoft SQL Server, Microsoft Excel, PowerPoint, Online Gaming, Social Skills, Management, Data Analysis, Microsoft Word, Accounting, Finance, Leadership, Marketing, Time Management
Education
Christian Brothers University 2011 — 2016
Bachelor of Science (B.S.), Business Administration, Management and Operations
The University of Memphis
US Army May 2014 - Present
Strategic Financial Partners July 2013 - 2014
Wilson-Bennett Technology, Inc. February 2013 - March 2013
Skills
Economics, Strategic Leadership, Microsoft Office, Microsoft SQL Server, Microsoft Excel, PowerPoint, Online Gaming, Social Skills, Management, Data Analysis, Microsoft Word, Accounting, Finance, Leadership, Marketing, Time Management
Education
Christian Brothers University 2011 — 2016
Bachelor of Science (B.S.), Business Administration, Management and Operations
The University of Memphis
Patrick Daugharty Patrick Daugharty's Strategic Financial Partners Experience May 2007 - May 2010
Job Insurance and Investment Professional
Industry Insurance
Experience
Monument Insurance Agency July 2012 - Present
1st Consumer Financial Services December 2011 - July 2012
Advisors Asset Management, Inc. September 2010 - June 2011
TIAA-CREF June 2010 - September 2010
Strategic Financial Partners May 2007 - May 2010
Horace Mann Insurance January 2002 - April 2007
Entegris May 1996 - September 2001
Skills
Life Insurance, Fixed Annuities, Investments, Long Term Care Insurance, Property & Casualty..., Retirement Planning, Fixed Indexed Annuities, Premium Financed Life..., Indexed Life Insurance, Term Life Insurance, Insurance, Financial Services, Retirement, Indexed Annuities, Sales, Customer Service
Education
University of Minnesota-Crookston 1977 — 1979
Bird Island H.S. 1974 — 1977
Monument Insurance Agency July 2012 - Present
1st Consumer Financial Services December 2011 - July 2012
Advisors Asset Management, Inc. September 2010 - June 2011
TIAA-CREF June 2010 - September 2010
Strategic Financial Partners May 2007 - May 2010
Horace Mann Insurance January 2002 - April 2007
Entegris May 1996 - September 2001
Skills
Life Insurance, Fixed Annuities, Investments, Long Term Care Insurance, Property & Casualty..., Retirement Planning, Fixed Indexed Annuities, Premium Financed Life..., Indexed Life Insurance, Term Life Insurance, Insurance, Financial Services, Retirement, Indexed Annuities, Sales, Customer Service
Education
University of Minnesota-Crookston 1977 — 1979
Bird Island H.S. 1974 — 1977
Nathan Eshelman Nathan Eshelman's Strategic Financial Partners Experience June 2008 - May 2009
Job VP Life Product Manager
Industry Insurance
Experience
Protective Life November 2014 - Present
RGA Reinsurance Company February 2010 - October 2014
Strategic Financial Partners June 2008 - May 2009
ING August 1999 - October 2007
Security Life of Denver 1999 - 2003
Southland Life - ING August 1996 - August 1999
Transamerica Reinsurance 1994 - 1996
Milliman 1991 - 1994
Skills
Actuary, Financial Analysis, Reinsurance, Insurance, Financial Planning, Actuarial Science, Capital Management, Pricing, Economic Capital, Financial Modeling, Term Life Insurance, Health Insurance, GAAP, Excel, Strategic Financial..., Life Insurance, Variable Annuities, Risk Management, Fixed Annuities, Retirement Planning, Leadership, Wealth Management, Financial Services, Mutual Funds, Finance, Microsoft Excel, Financial Risk, Analysis
Education
Miami University 1988 — 1991
BS, Math
Protective Life November 2014 - Present
RGA Reinsurance Company February 2010 - October 2014
Strategic Financial Partners June 2008 - May 2009
ING August 1999 - October 2007
Security Life of Denver 1999 - 2003
Southland Life - ING August 1996 - August 1999
Transamerica Reinsurance 1994 - 1996
Milliman 1991 - 1994
Skills
Actuary, Financial Analysis, Reinsurance, Insurance, Financial Planning, Actuarial Science, Capital Management, Pricing, Economic Capital, Financial Modeling, Term Life Insurance, Health Insurance, GAAP, Excel, Strategic Financial..., Life Insurance, Variable Annuities, Risk Management, Fixed Annuities, Retirement Planning, Leadership, Wealth Management, Financial Services, Mutual Funds, Finance, Microsoft Excel, Financial Risk, Analysis
Education
Miami University 1988 — 1991
BS, Math
Dimitry Neyshtadt, ChFC™'s Strategic Financial Partners Experience May 2009 - February 2010
Job ChFC™ Financial Representative at Wellesley Financial Group
Industry Financial Services
Experience
Wellesley Financial Group & Insurance Agency February 2010 - Present
Strategic Financial Partners May 2009 - February 2010
Citizens Bank February 2008 - April 2009
Bank of America June 2006 - December 2007
Skills
Retirement, Insurance, Retirement Planning, Life Insurance, Asset Allocation, Mutual Funds, Investments, IRAs, Securities
Education
Lasell College
Business Management
Wellesley Financial Group & Insurance Agency February 2010 - Present
Strategic Financial Partners May 2009 - February 2010
Citizens Bank February 2008 - April 2009
Bank of America June 2006 - December 2007
Skills
Retirement, Insurance, Retirement Planning, Life Insurance, Asset Allocation, Mutual Funds, Investments, IRAs, Securities
Education
Lasell College
Business Management
Carol O'Regan Carol O'Regan's Strategic Financial Partners Experience June 2009 - September 2009
Job Human Resources Operations at Draper Laboratory
Industry Human Resources
Experience
Draper Laboratory January 2012 - Present
Draper Laboratory September 2011 - January 2012
Baystate Financial Services May 2010 - September 2011
Tufts University October 2010 - December 2010
Strategic Financial Partners (merged with Baystate Financial Services 2010 May 2010 - October 2010
Tufts Medical Center February 2010 - May 2010
Strategic Financial Partners June 2009 - September 2009
Linden Ponds April 2009 - June 2009
Stoughton/Sharon Public Schools September 1996 - June 2007
Skills
Employee Benefits, Training, Personnel Management, Human Resources, Recruiting, Organizational..., Onboarding, New Hire Orientations, Applicant Tracking...
Education
Suffolk University 2008 — 2010
M.S., Human Resources Management
Lesley University 1974 — 1978
BS, Education
Draper Laboratory January 2012 - Present
Draper Laboratory September 2011 - January 2012
Baystate Financial Services May 2010 - September 2011
Tufts University October 2010 - December 2010
Strategic Financial Partners (merged with Baystate Financial Services 2010 May 2010 - October 2010
Tufts Medical Center February 2010 - May 2010
Strategic Financial Partners June 2009 - September 2009
Linden Ponds April 2009 - June 2009
Stoughton/Sharon Public Schools September 1996 - June 2007
Skills
Employee Benefits, Training, Personnel Management, Human Resources, Recruiting, Organizational..., Onboarding, New Hire Orientations, Applicant Tracking...
Education
Suffolk University 2008 — 2010
M.S., Human Resources Management
Lesley University 1974 — 1978
BS, Education
Jason Mickool Jason Mickool's Strategic Financial Partners Experience July 2007 - July 2008
Job President at JA Bentley and Company
Industry Financial Services
Experience
JA Bentley & Company June 2010 - Present
New England Financial July 2008 - June 2013
Strategic Financial Partners July 2007 - July 2008
Ameriprise Financial July 1995 - December 2006
Skills
Retirement, Series 7, Mutual Funds, Strategic Financial..., Retirement Planning, Investments, Wealth Management, Disability Insurance, Estate Planning, Fixed Annuities, Series 63, Management, Investment Advisory, Financial Analysis, Sales, Life Insurance, Asset Allocation, IRAs, Leadership
Education
Bristol Community College 1987 — 1990
Business
Bristol Community College
Business
JA Bentley & Company June 2010 - Present
New England Financial July 2008 - June 2013
Strategic Financial Partners July 2007 - July 2008
Ameriprise Financial July 1995 - December 2006
Skills
Retirement, Series 7, Mutual Funds, Strategic Financial..., Retirement Planning, Investments, Wealth Management, Disability Insurance, Estate Planning, Fixed Annuities, Series 63, Management, Investment Advisory, Financial Analysis, Sales, Life Insurance, Asset Allocation, IRAs, Leadership
Education
Bristol Community College 1987 — 1990
Business
Bristol Community College
Business
Ron Lottridge, CFP(R) Ron Lottridge, CFP(R)'s Strategic Financial Partners Experience May 2004 - May 2009
Job Founding Principal at Catalyst Retirement Advisors
Industry Financial Services
Experience
Catalyst Retirement Advisors October 2012 - Present
Lockton Companies, LLC June 2009 - October 2012
Strategic Financial Partners May 2004 - May 2009
New England Financial January 2002 - May 2004
McClain Finlon Advertising May 2000 - November 2001
Skills
Life Insurance, Disability Insurance, Insurance, Investments, Retirement Planning, Long-term Care, Investment Management, 401k, Retirement, Securities, Small Business, Employee Benefits, Risk Management, Series 7, Deferred Compensation, Investment Advisory, Qualified Retirement..., Financial Goals, Key Person Protection
Education
Simpson College 1995 — 1998
Bachelor of Arts
University of Iowa 1994 — 1995
Shenandoah
Catalyst Retirement Advisors October 2012 - Present
Lockton Companies, LLC June 2009 - October 2012
Strategic Financial Partners May 2004 - May 2009
New England Financial January 2002 - May 2004
McClain Finlon Advertising May 2000 - November 2001
Skills
Life Insurance, Disability Insurance, Insurance, Investments, Retirement Planning, Long-term Care, Investment Management, 401k, Retirement, Securities, Small Business, Employee Benefits, Risk Management, Series 7, Deferred Compensation, Investment Advisory, Qualified Retirement..., Financial Goals, Key Person Protection
Education
Simpson College 1995 — 1998
Bachelor of Arts
University of Iowa 1994 — 1995
Shenandoah
Kareem Hasan's Strategic Financial Partners Experience January 2007 - February 2012
Job Enterprise SaaS Software Sales Executive at Ascend Learning
Industry E-Learning
Experience
Ascend Learning--E*Value Healthcare Education Solutions February 2012 - Present
Strategic Financial Partners January 2007 - February 2012
iQor January 2006 - February 2007
Prudential Financial March 2003 - October 2004
US Bank May 2001 - July 2002
Skills
Customer Service, Microsoft Office, Account Management, Strategic Planning, Sales, Negotiation, Team Leadership, Team Building, Management, Analysis, Customer Satisfaction, Leadership, Process Improvement, Coaching
Education
University of Minnesota-Twin Cities 1996 — 2001
Bachelor Science, Economics
Ascend Learning--E*Value Healthcare Education Solutions February 2012 - Present
Strategic Financial Partners January 2007 - February 2012
iQor January 2006 - February 2007
Prudential Financial March 2003 - October 2004
US Bank May 2001 - July 2002
Skills
Customer Service, Microsoft Office, Account Management, Strategic Planning, Sales, Negotiation, Team Leadership, Team Building, Management, Analysis, Customer Satisfaction, Leadership, Process Improvement, Coaching
Education
University of Minnesota-Twin Cities 1996 — 2001
Bachelor Science, Economics
Gary Frazier's Strategic Financial Partners Experience 1998 - Present
Job Financial Services Representative, Strategic Financial Partners an Office of MetLife
Industry Financial Services
Experience
Strategic Financial Partners 1998 - Present
Education
United States Military Academy at West Point
Bachelor of Science (B.S.), Engineering
Strategic Financial Partners 1998 - Present
Education
United States Military Academy at West Point
Bachelor of Science (B.S.), Engineering
Alexander W. Lippert, AWMA®'s Strategic Financial Partners Experience 2010 - Present
Job Individual & Corporate Wealth Management; Comprehensive Financial Planning
Industry Financial Services
Experience
Strategic Financial Partners 2010 - Present
Peoples National Bank and Mortgage 2008 - 2008
Education
University of Puget Sound 2006 — 2010
Double Major: International Business (concentration in Finance); Mandarin Chinese
East China Normal University (华东师范大学)
Chinese language and Economics
Air Academy High School 2002 — 2006
Strategic Financial Partners 2010 - Present
Peoples National Bank and Mortgage 2008 - 2008
Education
University of Puget Sound 2006 — 2010
Double Major: International Business (concentration in Finance); Mandarin Chinese
East China Normal University (华东师范大学)
Chinese language and Economics
Air Academy High School 2002 — 2006
James Harty James Harty's Strategic Financial Partners Experience February 2006 - December 2007
Job Business Development Officer at Wells Fargo
Industry Banking
Experience
KeyBank February 2012 - April 2013
Bank of America January 2008 - December 2011
Strategic Financial Partners February 2006 - December 2007
First Command Financial Planning February 2004 - February 2006
United States Air Force October 2001 - February 2004
United States Air Force January 2000 - January 2001
United States Air Force January 1996 - January 2000
Skills
Business Development, Sales, Strategic Planning for..., Time Management, Leadership, Manage Client..., High Net Worth..., Solid computer skills, Records Management, Competitive Analysis, Insurance, Team Building, Management, Program Management, Training, Strategic Planning
Education
University of Oklahoma
MA, Human Relations
Cedarville University
BA, Communications
Squadron Officer School
Defense Equal Opportunity Military Institute
Human Relations
College of Aerospace Doctrine, Research and Education
Mediation Center of the Pacific
KeyBank February 2012 - April 2013
Bank of America January 2008 - December 2011
Strategic Financial Partners February 2006 - December 2007
First Command Financial Planning February 2004 - February 2006
United States Air Force October 2001 - February 2004
United States Air Force January 2000 - January 2001
United States Air Force January 1996 - January 2000
Skills
Business Development, Sales, Strategic Planning for..., Time Management, Leadership, Manage Client..., High Net Worth..., Solid computer skills, Records Management, Competitive Analysis, Insurance, Team Building, Management, Program Management, Training, Strategic Planning
Education
University of Oklahoma
MA, Human Relations
Cedarville University
BA, Communications
Squadron Officer School
Defense Equal Opportunity Military Institute
Human Relations
College of Aerospace Doctrine, Research and Education
Mediation Center of the Pacific
Michele C. Gonzalez Michele C. Gonzalez's Strategic Financial Partners Experience January 2011 - Present
Job Strategic Financial Partners
Industry Financial Services
Experience
Strategic Financial Partners January 2011 - Present
Forbes Real Estate - Vail, Coloado 1994 - 1995
Education
University of Colorado at Boulder - Leeds School of Business 1977 — 1979
BSBA, Business, Marketing and Real Estate
Charis Bible College
Bible Study
Strategic Financial Partners January 2011 - Present
Forbes Real Estate - Vail, Coloado 1994 - 1995
Education
University of Colorado at Boulder - Leeds School of Business 1977 — 1979
BSBA, Business, Marketing and Real Estate
Charis Bible College
Bible Study
Courtney Mull's Strategic Financial Partners Experience January 2009 - May 2010
Job Underwriting Specialist at Travelers
Industry Financial Services
Experience
Travelers July 2015 - Present
Travelers June 2012 - Present
Bentley University September 2008 - May 2012
Travelers June 2011 - August 2011
Audax Group September 2010 - January 2011
Strategic Financial Partners January 2009 - May 2010
Skills
Financial Reporting, Access, Leadership, Analysis, Microsoft Excel, Finance, Customer Service, Research, Financial Statements, Insurance, Financial Analysis, PowerPoint, Accounting, Organization, Corporate Finance, Tax, Strategy
Education
Bentley University 2011 — 2012
Master of Science, Accountancy
Bentley University 2008 — 2011
Bachelor of Science, Corporate Finance & Accounting
Travelers July 2015 - Present
Travelers June 2012 - Present
Bentley University September 2008 - May 2012
Travelers June 2011 - August 2011
Audax Group September 2010 - January 2011
Strategic Financial Partners January 2009 - May 2010
Skills
Financial Reporting, Access, Leadership, Analysis, Microsoft Excel, Finance, Customer Service, Research, Financial Statements, Insurance, Financial Analysis, PowerPoint, Accounting, Organization, Corporate Finance, Tax, Strategy
Education
Bentley University 2011 — 2012
Master of Science, Accountancy
Bentley University 2008 — 2011
Bachelor of Science, Corporate Finance & Accounting
Jim Fredrick's Strategic Financial Partners Experience July 2005 - Present
Job Executive Vice President at Strategic Financial Partners
Industry Financial Services
Experience
Strategic Financial Partners July 2005 - Present
Education
The University of Dallas 1979 — 1983
BA, Politics
Strategic Financial Partners July 2005 - Present
Education
The University of Dallas 1979 — 1983
BA, Politics
Benjamin Radzicki's Strategic Financial Partners Experience June 2009 - August 2009
Job Merchandising at TJX
Industry Retail
Experience
TJX October 2012 - Present
Golf Town July 2011 - October 2012
Hearst Media Services March 2011 - June 2011
Netezza August 2010 - May 2011
Curry College September 2007 - May 2010
Strategic Financial Partners June 2009 - August 2009
Curry College March 2009 - May 2009
Greendale YMCA June 2006 - August 2006
Subway Sandwiches May 2004 - October 2005
Education
Curry College 2006 — 2010
Bachelors, Communication
Curry College 2006 — 2010
Bachelors of Arts Degree, Communication
Curry College 2006 — 2010
Bachelors Degree, Communication
TJX October 2012 - Present
Golf Town July 2011 - October 2012
Hearst Media Services March 2011 - June 2011
Netezza August 2010 - May 2011
Curry College September 2007 - May 2010
Strategic Financial Partners June 2009 - August 2009
Curry College March 2009 - May 2009
Greendale YMCA June 2006 - August 2006
Subway Sandwiches May 2004 - October 2005
Education
Curry College 2006 — 2010
Bachelors, Communication
Curry College 2006 — 2010
Bachelors of Arts Degree, Communication
Curry College 2006 — 2010
Bachelors Degree, Communication
Cheryl Goerke Miller Cheryl Goerke Miller's Strategic Financial Partners Experience June 2009 - May 2010
Job Sr. Business Advisor and Training Director at MA Small Business Development Center Network, Clark University
Industry Management Consulting
Experience
MA Small Business Development Center Network, Clark University June 2015 - Present
Digital Federal Credit Union April 2012 - June 2015
Citizens Bank June 2010 - March 2012
Strategic Financial Partners June 2009 - May 2010
Bank of America May 2002 - April 2009
Fleet Bank May 2002 - August 2004
Why Me, Inc July 2001 - January 2003
Skills
Commercial Lending, Small Business Lending, Consumer Lending, Loans, Cash Management, Investments, Credit, Banking, Finance, Wealth Management, Portfolio Management, Insurance, Selling, Financial Services, Retirement Planning, B2B, Small Business, Management, Commercial Banking
Education
Bryant University 1980 — 1984
B.S., Marketing
MA Small Business Development Center Network, Clark University June 2015 - Present
Digital Federal Credit Union April 2012 - June 2015
Citizens Bank June 2010 - March 2012
Strategic Financial Partners June 2009 - May 2010
Bank of America May 2002 - April 2009
Fleet Bank May 2002 - August 2004
Why Me, Inc July 2001 - January 2003
Skills
Commercial Lending, Small Business Lending, Consumer Lending, Loans, Cash Management, Investments, Credit, Banking, Finance, Wealth Management, Portfolio Management, Insurance, Selling, Financial Services, Retirement Planning, B2B, Small Business, Management, Commercial Banking
Education
Bryant University 1980 — 1984
B.S., Marketing
Amir Viskin, CFP(R) Amir Viskin, CFP(R)'s Strategic Financial Partners Experience March 1990 - November 2010
Job Financial Representative Baystate Financial Services
Industry Financial Services
Experience
Baystate Financial Services November 2010 - Present
New England Securities Corp. March 2004 - Present
AVIA Financial Collaborative March 2004 - Present
Strategic Financial Partners March 1990 - November 2010
Skills
Insurance, Series 7, Retirement Planning, Investment Advisory..., Investments, Long Term Care Insurance, Securities, Asset Allocation, Start-ups, Public Speaking, Mutual Funds, Business Strategy, Broker-Dealer, Financial Analysis, Finance, FINRA, Portfolio Management, Strategic Planning, Disability Insurance, Business Planning, Leadership, Investment Advisory, Registered Investment..., Management, Risk Management, Equities
Education
Boston University 1987 — 1989
MScM, Master in the Science of Management
Technion - Israel Institute of Technology 1973 — 1978
Bachelor's Degree, Architecture and Urban Planning
Tarbut
Baystate Financial Services November 2010 - Present
New England Securities Corp. March 2004 - Present
AVIA Financial Collaborative March 2004 - Present
Strategic Financial Partners March 1990 - November 2010
Skills
Insurance, Series 7, Retirement Planning, Investment Advisory..., Investments, Long Term Care Insurance, Securities, Asset Allocation, Start-ups, Public Speaking, Mutual Funds, Business Strategy, Broker-Dealer, Financial Analysis, Finance, FINRA, Portfolio Management, Strategic Planning, Disability Insurance, Business Planning, Leadership, Investment Advisory, Registered Investment..., Management, Risk Management, Equities
Education
Boston University 1987 — 1989
MScM, Master in the Science of Management
Technion - Israel Institute of Technology 1973 — 1978
Bachelor's Degree, Architecture and Urban Planning
Tarbut
Scott Gann Scott Gann's Strategic Financial Partners Experience September 2010 - June 2012
Job Department of Human Services, IT Support Services
Industry Information Technology and Services
Experience
Department of Human Services, Division of Aging and Adult Services February 2013 - Present
Gann Evolution Inc June 2012 - January 2013
Strategic Financial Partners September 2010 - June 2012
SAIC October 2005 - February 2010
SAIC March 2004 - October 2005
Regions Mortgage Inc., Mortgage Lending May 1999 - March 2004
Skills
Telecommunications, Troubleshooting, Management, Switches, Wireless, CRM, New Business Development, Social Media, Technical Support, Unified Communications, Windows, Process Improvement, Program Management, Cisco Technologies, Strategic Planning, Servers, Team Building, Network Security, Project Management, Leadership, Integration, Financial Analysis, Data Center, Visio, Microsoft Office, Microsoft Excel, Software Documentation, IT Management, Network Design, Network Engineering, Operating Systems, SharePoint, System Administration, Vendor Management
Education
University of Arkansas at Little Rock 1999 — 2004
Bachelor of Business Administration, Management of Information Systems
Department of Human Services, Division of Aging and Adult Services February 2013 - Present
Gann Evolution Inc June 2012 - January 2013
Strategic Financial Partners September 2010 - June 2012
SAIC October 2005 - February 2010
SAIC March 2004 - October 2005
Regions Mortgage Inc., Mortgage Lending May 1999 - March 2004
Skills
Telecommunications, Troubleshooting, Management, Switches, Wireless, CRM, New Business Development, Social Media, Technical Support, Unified Communications, Windows, Process Improvement, Program Management, Cisco Technologies, Strategic Planning, Servers, Team Building, Network Security, Project Management, Leadership, Integration, Financial Analysis, Data Center, Visio, Microsoft Office, Microsoft Excel, Software Documentation, IT Management, Network Design, Network Engineering, Operating Systems, SharePoint, System Administration, Vendor Management
Education
University of Arkansas at Little Rock 1999 — 2004
Bachelor of Business Administration, Management of Information Systems
Evan Walker Evan Walker's Strategic Financial Partners Experience December 2009 - June 2010
Job Finance Manager/MBA Candidate
Industry Consumer Goods
Experience
Techtronic Industries January 2015 - Present
Techtronic Industries July 2014 - December 2014
MacLean Power Systems September 2013 - May 2014
MacLean Power Systems May 2013 - May 2014
Batesville Casket Company November 2012 - May 2013
International Paper June 2010 - November 2012
Strategic Financial Partners December 2009 - June 2010
Wealth Solutions Raymond James August 2007 - December 2007
Skills
Budgets, Financial Analysis, Accounting, Cost Accounting, Microsoft Excel, Management, Forecasting, Finance, Leadership, SAP, Variance Analysis, PowerPoint, Microsoft Office, Financial Reporting, Outlook, Lean Manufacturing, Internal Controls, Mergers, Strategic Planning, Cash Flow, SharePoint, Financial Accounting, Operations Management, Logistics, Capital Budgeting, QuickBooks, General Ledger, Account Reconciliation, Business Planning, Inventory Management, Business Strategy, Analysis, Process Improvement, Manufacturing, Budgeting, Microsoft Word, Access, Databases
Education
Towson University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Christian Brothers University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Techtronic Industries January 2015 - Present
Techtronic Industries July 2014 - December 2014
MacLean Power Systems September 2013 - May 2014
MacLean Power Systems May 2013 - May 2014
Batesville Casket Company November 2012 - May 2013
International Paper June 2010 - November 2012
Strategic Financial Partners December 2009 - June 2010
Wealth Solutions Raymond James August 2007 - December 2007
Skills
Budgets, Financial Analysis, Accounting, Cost Accounting, Microsoft Excel, Management, Forecasting, Finance, Leadership, SAP, Variance Analysis, PowerPoint, Microsoft Office, Financial Reporting, Outlook, Lean Manufacturing, Internal Controls, Mergers, Strategic Planning, Cash Flow, SharePoint, Financial Accounting, Operations Management, Logistics, Capital Budgeting, QuickBooks, General Ledger, Account Reconciliation, Business Planning, Inventory Management, Business Strategy, Analysis, Process Improvement, Manufacturing, Budgeting, Microsoft Word, Access, Databases
Education
Towson University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Christian Brothers University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Stephanie Margo Davis's Strategic Financial Partners Experience 2000 - 2009
Job Team Leader Technologist Brand Development Professional
Industry Information Technology and Services
Experience
Task Rabbit July 2014 - Present
Stephanie M. Davis January 2013 - Present
LG Slingshot January 2011 - December 2012
MarketStar April 2009 - December 2010
Strategic Financial Partners 2000 - 2009
Thomson Financial May 1995 - March 2000
Skills
Strategy, Social Media, Public Speaking, Public Relations, Marketing, Sales, Management, Analytics, Analysis, Leadership, Visual Merchandising, Inbound Marketing, Radio Broadcasting, Journalism, Interviews, Public Policy, Data Analysis, Programming, Training, Wordpress, Product Marketing, Consumer Electronics, Home Appliances, LG, Sony, Vertbatim, B2B Marketing, Social Media Community..., Political Communication, Statistics, Campaign Strategies, Economics, Risk Management, Customer Service, Strategic Planning, Social Networking
Education
Bentley University 1993 — 1997
Bachelor of Science, Economics-Finance
New York Institute of Finance 1995 — 1995
Certificate, Technical Analysis
Task Rabbit July 2014 - Present
Stephanie M. Davis January 2013 - Present
LG Slingshot January 2011 - December 2012
MarketStar April 2009 - December 2010
Strategic Financial Partners 2000 - 2009
Thomson Financial May 1995 - March 2000
Skills
Strategy, Social Media, Public Speaking, Public Relations, Marketing, Sales, Management, Analytics, Analysis, Leadership, Visual Merchandising, Inbound Marketing, Radio Broadcasting, Journalism, Interviews, Public Policy, Data Analysis, Programming, Training, Wordpress, Product Marketing, Consumer Electronics, Home Appliances, LG, Sony, Vertbatim, B2B Marketing, Social Media Community..., Political Communication, Statistics, Campaign Strategies, Economics, Risk Management, Customer Service, Strategic Planning, Social Networking
Education
Bentley University 1993 — 1997
Bachelor of Science, Economics-Finance
New York Institute of Finance 1995 — 1995
Certificate, Technical Analysis
Jason Maples, CFP®, CLU, ChFC Jason Maples, CFP®, CLU, ChFC's Strategic Financial Partners Experience January 2004 - June 2009
Job Executive Vice President at Lockton Companies | Executive Benefits Group
Industry Financial Services
Experience
Lockton Companies June 2009 - Present
Strategic Financial Partners January 2004 - June 2009
New England Financial 1992 - 2003
Skills
Employee Benefits, Insurance, Disability Insurance, Wealth Management, Risk Management, Executive Pay, Long-term Care, Securities, Finance, Recruiting, Management, Financial Advisory, Strategic Planning, Banking, Program Management, Financial Planners, Qualified Retirement..., Property & Casualty..., 401k, Project Planning
Education
College for Financial Planning 1997 — 1997
Certified Financial Planner (CFP®)
Grinnell College
B.A., Economics
The American College
Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU)
Lockton Companies June 2009 - Present
Strategic Financial Partners January 2004 - June 2009
New England Financial 1992 - 2003
Skills
Employee Benefits, Insurance, Disability Insurance, Wealth Management, Risk Management, Executive Pay, Long-term Care, Securities, Finance, Recruiting, Management, Financial Advisory, Strategic Planning, Banking, Program Management, Financial Planners, Qualified Retirement..., Property & Casualty..., 401k, Project Planning
Education
College for Financial Planning 1997 — 1997
Certified Financial Planner (CFP®)
Grinnell College
B.A., Economics
The American College
Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU)
Hunter Maynard Hunter Maynard's Strategic Financial Partners Experience June 2008 - August 2008
Job Account Manager at Estes Express Lines
Industry Transportation/Trucking/Railroad
Experience
Estes Express Lines October 2013 - Present
Lipscomb & Pitts Insurance February 2011 - October 2013
Diversified Maintenance Systems, LLC January 2009 - February 2011
Strategic Financial Partners June 2008 - August 2008
Skills
CRM, Direct Sales, Management, Project Management, Sales Presentations, Management Consulting, Team Management, Sales, Property & Casualty..., Commercial Insurance, Commercial Lines, Insurance, Workers Compensation, Budgets, Cold Calling
Education
University of Mississippi 2005 — 2008
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Southern Baptist Educational Center
High School
Estes Express Lines October 2013 - Present
Lipscomb & Pitts Insurance February 2011 - October 2013
Diversified Maintenance Systems, LLC January 2009 - February 2011
Strategic Financial Partners June 2008 - August 2008
Skills
CRM, Direct Sales, Management, Project Management, Sales Presentations, Management Consulting, Team Management, Sales, Property & Casualty..., Commercial Insurance, Commercial Lines, Insurance, Workers Compensation, Budgets, Cold Calling
Education
University of Mississippi 2005 — 2008
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Southern Baptist Educational Center
High School
Lashly Ted Speights Lashly Ted Speights's Strategic Financial Partners Experience September 2011 - June 2012
Job Financial Advisor at The Prudential Insurance Company of America
Industry Financial Services
Experience
The Prudential Insurance Company of America July 2012 - Present
Strategic Financial Partners September 2011 - June 2012
Memorial Healthsystem July 2008 - June 2011
United States Air Force January 1984 - August 2008
Skills
Business Process..., Budgets, Analysis, Air Force, Change Management, Coaching, Customer Service, DoD, Finance, HIPAA, Financial Analysis, Healthcare, Healthcare Information..., Human Resources, Leadership, Leadership Development, Management, Marketing, Military, Operations Management, Organizational..., Process Improvement, Program Management
Education
Webster University 2006 — 2008
Masters, Business Administration
Wayland Baptist University 2003 — 2004
Bachelor of Science, Business Administration
Community College of the Air Force 1996 — 1999
Associate in Applied Science, Health Care Management
The Prudential Insurance Company of America July 2012 - Present
Strategic Financial Partners September 2011 - June 2012
Memorial Healthsystem July 2008 - June 2011
United States Air Force January 1984 - August 2008
Skills
Business Process..., Budgets, Analysis, Air Force, Change Management, Coaching, Customer Service, DoD, Finance, HIPAA, Financial Analysis, Healthcare, Healthcare Information..., Human Resources, Leadership, Leadership Development, Management, Marketing, Military, Operations Management, Organizational..., Process Improvement, Program Management
Education
Webster University 2006 — 2008
Masters, Business Administration
Wayland Baptist University 2003 — 2004
Bachelor of Science, Business Administration
Community College of the Air Force 1996 — 1999
Associate in Applied Science, Health Care Management
Bob Book Bob Book's Strategic Financial Partners Experience January 2004 - Present
Job Strategic Financial Partners
Industry Financial Services
Experience
Book Ranch February 2007 - Present
UCCS 2007 - Present
Strategic Financial Partners January 2004 - Present
Skills
401k
Education
Colorado State University 1994 — 1997
Book Ranch February 2007 - Present
UCCS 2007 - Present
Strategic Financial Partners January 2004 - Present
Skills
401k
Education
Colorado State University 1994 — 1997
Jon Wardenburg Jon Wardenburg's Strategic Financial Partners Experience March 2011 - July 2012
Job Financial Advisor
Industry Financial Services
Experience
The Cambridge Financial Center July 2012 - Present
Genworth Financial February 2014 - February 2015
Marketecture April 2013 - December 2013
Strategic Financial Partners March 2011 - July 2012
Skills
Wealth Management, Wealth Accumulation, Financial Planning, Wealth Preservation, Retirement, Wealth, Series 7, Investments, Asset Management, Retirement Planning, Life Insurance, Fixed Annuities, Financial Services, Finance, Long Term Care Insurance, Long-term Care
Education
Utah Valley University 2009 — 2011
Business Management, Entrepreneurship
Brigham Young University 2007 — 2009
General Education
The Cambridge Financial Center July 2012 - Present
Genworth Financial February 2014 - February 2015
Marketecture April 2013 - December 2013
Strategic Financial Partners March 2011 - July 2012
Skills
Wealth Management, Wealth Accumulation, Financial Planning, Wealth Preservation, Retirement, Wealth, Series 7, Investments, Asset Management, Retirement Planning, Life Insurance, Fixed Annuities, Financial Services, Finance, Long Term Care Insurance, Long-term Care
Education
Utah Valley University 2009 — 2011
Business Management, Entrepreneurship
Brigham Young University 2007 — 2009
General Education
Jessica Beck, CFP® Jessica Beck, CFP®'s Strategic Financial Partners Experience June 2007 - February 2008
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
CUSO Financial Services LP at Ent Federal Credit Union May 2008 - Present
CUSO Financial Services LP at Partner Colorado Credit Union May 2008 - May 2012
Strategic Financial Partners June 2007 - February 2008
American Business Systems January 2006 - March 2007
Skills
Strategic Financial..., Financial Services, Series 7, Finance, Investments, Life Insurance, Financial Analysis, Retirement, Banking, Retirement Planning, Series 63, Long Term Care Insurance, Financial Advisory, Fixed Annuities, Insurance, Health Insurance, Uniform Combined State..., Credit, Mortgage Lending, Investment Advisory, Financial Risk, Credit Unions, Asset Allocation, Commercial Lending, Wealth Management, Small Business Lending, Mutual Funds, 401k, Securities, Series 66, Financial Planning, Credit Analysis
Education
University of Colorado at Colorado Springs 2003 — 2007
B.S., International Business, minor in Economics
Metropolitan State University of Denver 2013 — 2015
CERTIFIED FINANCIAL PLANNER™
CUSO Financial Services LP at Ent Federal Credit Union May 2008 - Present
CUSO Financial Services LP at Partner Colorado Credit Union May 2008 - May 2012
Strategic Financial Partners June 2007 - February 2008
American Business Systems January 2006 - March 2007
Skills
Strategic Financial..., Financial Services, Series 7, Finance, Investments, Life Insurance, Financial Analysis, Retirement, Banking, Retirement Planning, Series 63, Long Term Care Insurance, Financial Advisory, Fixed Annuities, Insurance, Health Insurance, Uniform Combined State..., Credit, Mortgage Lending, Investment Advisory, Financial Risk, Credit Unions, Asset Allocation, Commercial Lending, Wealth Management, Small Business Lending, Mutual Funds, 401k, Securities, Series 66, Financial Planning, Credit Analysis
Education
University of Colorado at Colorado Springs 2003 — 2007
B.S., International Business, minor in Economics
Metropolitan State University of Denver 2013 — 2015
CERTIFIED FINANCIAL PLANNER™
Neil Tallerday Neil Tallerday's Strategic Financial Partners Experience 2009 - January 2010
Job Internal Wholesaler at Jackson National Life
Industry Financial Services
Experience
Jackson National Life November 2009 - Present
Strategic Financial Partners 2009 - January 2010
UBS Wealth Management 2007 - 2008
Sunset Watersports 2004 - 2006
Garb-Ko Inc. 2004 - 2005
Skills
Financial Services, Marketing, Retirement Planning, Sales, Sales Operations
Education
Grand Valley State University 2006 — 2009
Bachelor of Business Administration, Finance
Northern Michigan University 2005 — 2006
Biology and General Business
Jackson National Life November 2009 - Present
Strategic Financial Partners 2009 - January 2010
UBS Wealth Management 2007 - 2008
Sunset Watersports 2004 - 2006
Garb-Ko Inc. 2004 - 2005
Skills
Financial Services, Marketing, Retirement Planning, Sales, Sales Operations
Education
Grand Valley State University 2006 — 2009
Bachelor of Business Administration, Finance
Northern Michigan University 2005 — 2006
Biology and General Business
Craig Pequette's Strategic Financial Partners Experience March 2009 - May 2010
Job Financial Advisor at BancWest Investment Services
Industry Financial Services
Experience
BancWest Investment Services May 2014 - Present
NYLIFE Securities LLC July 2013 - April 2014
New York Life Insurance Company July 2013 - April 2014
Penn Mutual September 2011 - July 2013
Jackson National Life May 2010 - August 2011
Strategic Financial Partners March 2009 - May 2010
Centennial Woods, LLC. August 2008 - December 2008
BlueLinx Corporation May 2004 - August 2008
Georgia-Pacific LLC February 2002 - May 2004
CCI/Triad October 2000 - February 2002
Skills
Retirement Planning, Estate Planning, 401 (k) Rollovers, Annuity Sales, Asset Protection, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Protection..., Small Business, Succession Planning, Wealth Preservation...
Education
Colorado State University
BA, Social Science
BancWest Investment Services May 2014 - Present
NYLIFE Securities LLC July 2013 - April 2014
New York Life Insurance Company July 2013 - April 2014
Penn Mutual September 2011 - July 2013
Jackson National Life May 2010 - August 2011
Strategic Financial Partners March 2009 - May 2010
Centennial Woods, LLC. August 2008 - December 2008
BlueLinx Corporation May 2004 - August 2008
Georgia-Pacific LLC February 2002 - May 2004
CCI/Triad October 2000 - February 2002
Skills
Retirement Planning, Estate Planning, 401 (k) Rollovers, Annuity Sales, Asset Protection, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life Insurance..., Multi-Generational..., Protection..., Small Business, Succession Planning, Wealth Preservation...
Education
Colorado State University
BA, Social Science
James V. Beckwith James V. Beckwith's Strategic Financial Partners Experience January 2009 - May 2009
Job Outside Sales Representative at Berry Mechanical Services, Inc.
Industry Mechanical or Industrial Engineering
Experience
Berry Mechanical Services, Inc. June 2003 - Present
Berry Mechanical Services, Inc. June 2003 - Present
Strategic Financial Partners January 2009 - May 2009
Eastern Mountain Sports 1998 - 2003
Skills
HVAC, Product Development, Budgets, Trade Shows, Pricing, Sales Management, Customer Service
Education
University of Massachusetts Lowell 1990 — 1994
BS
Berry Mechanical Services, Inc. June 2003 - Present
Berry Mechanical Services, Inc. June 2003 - Present
Strategic Financial Partners January 2009 - May 2009
Eastern Mountain Sports 1998 - 2003
Skills
HVAC, Product Development, Budgets, Trade Shows, Pricing, Sales Management, Customer Service
Education
University of Massachusetts Lowell 1990 — 1994
BS
Raymond O'Bryan Raymond O'Bryan's Strategic Financial Partners Experience May 2012 - November 2012
Job Medical Student
Industry Medical Practice
Experience
Lake Erie College of Osteopathic Medicine July 2015 - Present
ARUP Laboratories April 2013 - July 2015
Strategic Financial Partners May 2012 - November 2012
Brigham Young University August 2010 - April 2012
Brigham Young University August 2010 - December 2011
AAR Inc. May 2010 - August 2010
G&A Partners May 2007 - August 2007
Skills
Public Speaking, Investments, Leadership, Microsoft Excel, Series 7, Financial Analysis, Sales, Research, Microsoft Word, Strategic Financial..., Accounting, Entrepreneurship, Retirement Planning, Social Media, Team Leadership, Teaching, Coaching, Management, Spanish, Customer Service, Microsoft Office, PowerPoint, Budgets, Data Analysis, Financial Modeling, Training, Strategic Planning, Organizational..., Access
Education
Lake Erie College of Osteopathic Medicine 2015 — 2019
Doctor of Osteopathy (D.O.), Osteopathic Medicine/Osteopathy
Brigham Young University 2006 — 2012
BS, Physiology and Developmental Biology
Lake Erie College of Osteopathic Medicine July 2015 - Present
ARUP Laboratories April 2013 - July 2015
Strategic Financial Partners May 2012 - November 2012
Brigham Young University August 2010 - April 2012
Brigham Young University August 2010 - December 2011
AAR Inc. May 2010 - August 2010
G&A Partners May 2007 - August 2007
Skills
Public Speaking, Investments, Leadership, Microsoft Excel, Series 7, Financial Analysis, Sales, Research, Microsoft Word, Strategic Financial..., Accounting, Entrepreneurship, Retirement Planning, Social Media, Team Leadership, Teaching, Coaching, Management, Spanish, Customer Service, Microsoft Office, PowerPoint, Budgets, Data Analysis, Financial Modeling, Training, Strategic Planning, Organizational..., Access
Education
Lake Erie College of Osteopathic Medicine 2015 — 2019
Doctor of Osteopathy (D.O.), Osteopathic Medicine/Osteopathy
Brigham Young University 2006 — 2012
BS, Physiology and Developmental Biology
Emily Golding Emily Golding's Strategic Financial Partners Experience July 2005 - May 2008
Job Assistant Vice President Marketing at Farm Credit of Southern Colorado
Industry Financial Services
Experience
Farm Credit of Southern Colorado January 2012 - Present
Farm Credit of Southern Colorado June 2008 - January 2012
Strategic Financial Partners July 2005 - May 2008
Skills
Microsoft Office, Event Planning, Event Management, Marketing, Media Relations, Social Media Marketing, Marketing Strategy, Social Media, Marketing Communications, Fundraising, Facebook, Social Networking, Press Releases, Advertising, Internal Communications, Public Relations, Newsletters
Education
Colorado State University 2000 — 2004
Technical Journalism, Public Relations
Farm Credit of Southern Colorado January 2012 - Present
Farm Credit of Southern Colorado June 2008 - January 2012
Strategic Financial Partners July 2005 - May 2008
Skills
Microsoft Office, Event Planning, Event Management, Marketing, Media Relations, Social Media Marketing, Marketing Strategy, Social Media, Marketing Communications, Fundraising, Facebook, Social Networking, Press Releases, Advertising, Internal Communications, Public Relations, Newsletters
Education
Colorado State University 2000 — 2004
Technical Journalism, Public Relations
Allie Lochiatto's Strategic Financial Partners Experience May 2008 - August 2008
Job Consultant at Slalom Consulting
Industry Information Technology and Services
Experience
Slalom Consulting April 2014 - Present
Maggie Inc. July 2014 - Present
Allie Wears January 2012 - Present
Aciron Consulting, LLC May 2010 - April 2014
Strategic Financial Partners May 2008 - August 2008
Skills
SharePoint, Business Analysis, Web Project Management, Requirements Gathering, Management, Technology Development, Business Management, Project Implementation, Microsoft Office, Requirements Analysis, Visio, Process Engineering, Business Requirements, Full SDLC, Business Process..., Training Needs Analysis, Stakeholder Management, Analysis, Software Documentation, Blogging, Marketing, Project Management, Consulting, Social Media
Education
University of New Hampshire 2005 — 2009
B.S., Interdisciplinary Mathematics: Economics, Minor in Business
University of New Hampshire 2005 — 2009
Bachelor's Degree, Mathematics
Newton North High School 2001 — 2005
Slalom Consulting April 2014 - Present
Maggie Inc. July 2014 - Present
Allie Wears January 2012 - Present
Aciron Consulting, LLC May 2010 - April 2014
Strategic Financial Partners May 2008 - August 2008
Skills
SharePoint, Business Analysis, Web Project Management, Requirements Gathering, Management, Technology Development, Business Management, Project Implementation, Microsoft Office, Requirements Analysis, Visio, Process Engineering, Business Requirements, Full SDLC, Business Process..., Training Needs Analysis, Stakeholder Management, Analysis, Software Documentation, Blogging, Marketing, Project Management, Consulting, Social Media
Education
University of New Hampshire 2005 — 2009
B.S., Interdisciplinary Mathematics: Economics, Minor in Business
University of New Hampshire 2005 — 2009
Bachelor's Degree, Mathematics
Newton North High School 2001 — 2005
James Buckley's Strategic Financial Partners Experience 2009 - 2009
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company January 2012 - Present
East Boston Chamber of Commerce 2012 - 2013
Sports Management Worldwide September 2011 - April 2012
Public Consulting Group August 2010 - October 2011
Bentley University 2008 - 2011
Boston Red Sox March 2007 - August 2010
New England Patriots January 2010 - May 2010
United States Senate April 2009 - September 2009
Strategic Financial Partners 2009 - 2009
Schwartz Communications May 2008 - August 2008
Skills
Operational Efficiency, Business Analysis, Direct Sales, Sales Process, Customer Relations, Financial Analysis, Data Analysis
Education
Bentley University 2009 — 2010
MBA, Finance, Operations Management
Bentley University 2006 — 2009
B.S., Managerial Economics
Higgins
Higgins
St. Mary's
New York Life Insurance Company January 2012 - Present
East Boston Chamber of Commerce 2012 - 2013
Sports Management Worldwide September 2011 - April 2012
Public Consulting Group August 2010 - October 2011
Bentley University 2008 - 2011
Boston Red Sox March 2007 - August 2010
New England Patriots January 2010 - May 2010
United States Senate April 2009 - September 2009
Strategic Financial Partners 2009 - 2009
Schwartz Communications May 2008 - August 2008
Skills
Operational Efficiency, Business Analysis, Direct Sales, Sales Process, Customer Relations, Financial Analysis, Data Analysis
Education
Bentley University 2009 — 2010
MBA, Finance, Operations Management
Bentley University 2006 — 2009
B.S., Managerial Economics
Higgins
Higgins
St. Mary's
Jim Davos, AIF®'s Strategic Financial Partners Experience May 2001 - August 2010
Job Independent Financial Consultant at Capital Management Partners, LLC
Industry Financial Services
Experience
Capital Management Partners, LLC August 2010 - Present
Strategic Financial Partners May 2001 - August 2010
Education
Bentley University 1997 — 2001
Bachelor, Finance
Tewksbury Memorial High School (TMHS)
Capital Management Partners, LLC August 2010 - Present
Strategic Financial Partners May 2001 - August 2010
Education
Bentley University 1997 — 2001
Bachelor, Finance
Tewksbury Memorial High School (TMHS)
Eric S. Bubrig, JD, MBA Eric S. Bubrig, JD, MBA's Strategic Financial Partners Experience April 2005 - May 2009
Job Agency Director at Strategic Financial Partners, an office of MetLife
Industry Financial Services
Experience
Strategic Financial Partners, an office of MetLife May 2009 - Present
Strategic Financial Partners April 2005 - May 2009
Strategic Financial Partners June 2001 - April 2005
Education
University of Mississippi School of Law 1998 — 2001
Juris Doctor
University of Mississippi - School of Business Administration 1997 — 2000
Master of Business Administration - Finance Concentration, Finance
University of Mississippi 1993 — 1997
Bachelor of Accountancy
Jesuit High School 1988 — 1993
Strategic Financial Partners, an office of MetLife May 2009 - Present
Strategic Financial Partners April 2005 - May 2009
Strategic Financial Partners June 2001 - April 2005
Education
University of Mississippi School of Law 1998 — 2001
Juris Doctor
University of Mississippi - School of Business Administration 1997 — 2000
Master of Business Administration - Finance Concentration, Finance
University of Mississippi 1993 — 1997
Bachelor of Accountancy
Jesuit High School 1988 — 1993
Ethan Pace Ethan Pace's Strategic Financial Partners Experience October 2011 - July 2012
Job Account Manager at Glazier Football Clinics
Industry Sports
Experience
Glazier Football Clinics February 2012 - Present
Colorado Springs Football Officials Association September 2012 - Present
Longs Peak Scottish-Irish Highland Festival September 2011 - September 2012
Strategic Financial Partners October 2011 - July 2012
Skills
Sports, Microsoft Office, Public Relations, Event Planning, PowerPoint, Microsoft Excel, Management, Social Media, Public Speaking, Microsoft Word, Customer Service, Event Management, Leadership Development, Facebook, Leadership, Teaching, Social Networking, Time Management, Sales, Marketing Strategy, Social Media Marketing, Fundraising, Coaching, Research, Team Building
Education
University of Colorado Colorado Springs 2009 — 2013
Bachelor of Science in Business Administration, Major in Human Resources and Minor in Marketing
Glazier Football Clinics February 2012 - Present
Colorado Springs Football Officials Association September 2012 - Present
Longs Peak Scottish-Irish Highland Festival September 2011 - September 2012
Strategic Financial Partners October 2011 - July 2012
Skills
Sports, Microsoft Office, Public Relations, Event Planning, PowerPoint, Microsoft Excel, Management, Social Media, Public Speaking, Microsoft Word, Customer Service, Event Management, Leadership Development, Facebook, Leadership, Teaching, Social Networking, Time Management, Sales, Marketing Strategy, Social Media Marketing, Fundraising, Coaching, Research, Team Building
Education
University of Colorado Colorado Springs 2009 — 2013
Bachelor of Science in Business Administration, Major in Human Resources and Minor in Marketing
Kiel Redmond Kiel Redmond's Strategic Financial Partners Experience December 2011 - July 2013
Job Credit Analyst | MBA Candidate
Industry Banking
Experience
First Tennessee Bank July 2013 - Present
Strategic Financial Partners December 2011 - July 2013
Bank of Bartlett April 2011 - December 2011
Bank of Bartlett June 2008 - May 2011
Skills
Banking, Commercial Lending, Investments, Retirement Planning, Financial Analysis, Credit Analysis, Loans, Finance, Microsoft Excel, Underwriting, Wealth Management, Insurance, Small Business Lending, Commercial Banking, Analysis, Credit
Education
Union University 2014 — 2015
Master of Business Administration (M.B.A.)
Mississippi State University 2004 — 2008
Bachelor's Degree, Banking and Finance. Minor in Economics.
The Southeastern School of Advanced Commercial Lending 2015 — 2015
Certificate, Commercial Lending
The Southeastern School of Commercial Lending 2014 — 2014
Certificate, Commercial Lending
Northwestern University 2013 — 2014
Certificate, Financial Planning
First Tennessee Bank July 2013 - Present
Strategic Financial Partners December 2011 - July 2013
Bank of Bartlett April 2011 - December 2011
Bank of Bartlett June 2008 - May 2011
Skills
Banking, Commercial Lending, Investments, Retirement Planning, Financial Analysis, Credit Analysis, Loans, Finance, Microsoft Excel, Underwriting, Wealth Management, Insurance, Small Business Lending, Commercial Banking, Analysis, Credit
Education
Union University 2014 — 2015
Master of Business Administration (M.B.A.)
Mississippi State University 2004 — 2008
Bachelor's Degree, Banking and Finance. Minor in Economics.
The Southeastern School of Advanced Commercial Lending 2015 — 2015
Certificate, Commercial Lending
The Southeastern School of Commercial Lending 2014 — 2014
Certificate, Commercial Lending
Northwestern University 2013 — 2014
Certificate, Financial Planning
Alan Sale's Strategic Financial Partners Experience November 1998 - November 2010
Job Financial Advisor and Registered Representative at New England Securities.
Industry Financial Services
Experience
Baystate Financial Services November 2010 - Present
Strategic Financial Partners November 1998 - November 2010
Education
Boston University 1971 — 1975
BA
Baystate Financial Services November 2010 - Present
Strategic Financial Partners November 1998 - November 2010
Education
Boston University 1971 — 1975
BA
Tanya Helmus Tanya Helmus's Strategic Financial Partners Experience August 2007 - August 2008
Job Business Analyst at Vail Resorts
Industry Information Technology and Services
Experience
Vail Resorts August 2015 - Present
Vail Resorts October 2013 - July 2015
Scottrade September 2011 - October 2013
Colorado Brokerage Group September 2008 - August 2011
Strategic Financial Partners August 2007 - August 2008
Skills
Quality Assurance, Testing, Sales, Insurance, Strategic Financial..., Customer Service, Risk Management, Microsoft Office, Microsoft Excel, PowerPoint, Marketing, Financial Analysis, AS400 system, Quality Center, Series 6, Life & Health Insurance..., Strategic Marketing..., SQL, Training, System Testing, Test Cases, Business Analysis, Business Strategy, SDLC
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Bachelors, Business
Vail Resorts August 2015 - Present
Vail Resorts October 2013 - July 2015
Scottrade September 2011 - October 2013
Colorado Brokerage Group September 2008 - August 2011
Strategic Financial Partners August 2007 - August 2008
Skills
Quality Assurance, Testing, Sales, Insurance, Strategic Financial..., Customer Service, Risk Management, Microsoft Office, Microsoft Excel, PowerPoint, Marketing, Financial Analysis, AS400 system, Quality Center, Series 6, Life & Health Insurance..., Strategic Marketing..., SQL, Training, System Testing, Test Cases, Business Analysis, Business Strategy, SDLC
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Bachelors, Business
Adam Ewig Adam Ewig's Strategic Financial Partners Experience November 2003 - July 2006
Job Sales Specialist Vi @ Highlands Ranch
Industry Hospitality
Experience
Vi April 2015 - Present
Inspirato July 2014 - December 2014
Colorado Rapids Youth Soccer August 2013 - May 2014
Blue Sky Distributing September 2013 - February 2014
Lettuce Entertain You January 2007 - June 2013
I Sign Logic Inc July 2010 - October 2011
Loyola University Chicago August 2006 - September 2010
Warehouse By Design December 2004 - September 2006
Pride Soccer Club February 1999 - August 2006
Strategic Financial Partners November 2003 - July 2006
Skills
New Business Development, Customer Service, Teaching, Sports Marketing, Event Management, Account Management, Sales, Marketing Strategy, Sales Presentations, Marketing Communications, Sales Retention, Strategic Planning, Sales Management, Product Management, Product Development, E-commerce, Social Media, Event Planning, Facebook, Social Media Marketing, CRM, Coaching, Start-ups, Training, Recruiting
Education
University of Colorado Colorado Springs 1999 — 2002
BA, Marketing and Communication
Towson University 1998 — 1999
Vi April 2015 - Present
Inspirato July 2014 - December 2014
Colorado Rapids Youth Soccer August 2013 - May 2014
Blue Sky Distributing September 2013 - February 2014
Lettuce Entertain You January 2007 - June 2013
I Sign Logic Inc July 2010 - October 2011
Loyola University Chicago August 2006 - September 2010
Warehouse By Design December 2004 - September 2006
Pride Soccer Club February 1999 - August 2006
Strategic Financial Partners November 2003 - July 2006
Skills
New Business Development, Customer Service, Teaching, Sports Marketing, Event Management, Account Management, Sales, Marketing Strategy, Sales Presentations, Marketing Communications, Sales Retention, Strategic Planning, Sales Management, Product Management, Product Development, E-commerce, Social Media, Event Planning, Facebook, Social Media Marketing, CRM, Coaching, Start-ups, Training, Recruiting
Education
University of Colorado Colorado Springs 1999 — 2002
BA, Marketing and Communication
Towson University 1998 — 1999
Lee Powell Lee Powell's Strategic Financial Partners Experience January 2006 - July 2006
Job Regional Account Executive at Integra Software Systems
Industry Financial Services
Experience
Integra Software Systems January 2013 - Present
Wolters Kluwer Financial Services March 2009 - October 2012
First Financial Bank December 2006 - February 2009
Powell Insurance August 2006 - November 2006
Strategic Financial Partners January 2006 - July 2006
Skills
Customer Relations, Strategic Planning, Microsoft Office, Process Improvement, Account Management, Consultative Selling, New Business Development, Salesforce.com, Customer Service, Negotiation, Solution Selling, B2B, Contract Negotiation, Banking, Budgeting, Team Building, Competitive Analysis, Problem Solving, Compliance, Team Leadership, Sales Process, Forecasting, Business Process..., Sales Operations
Education
University of Mississippi 2002 — 2005
BBA, Insurance & Risk Management
Integra Software Systems January 2013 - Present
Wolters Kluwer Financial Services March 2009 - October 2012
First Financial Bank December 2006 - February 2009
Powell Insurance August 2006 - November 2006
Strategic Financial Partners January 2006 - July 2006
Skills
Customer Relations, Strategic Planning, Microsoft Office, Process Improvement, Account Management, Consultative Selling, New Business Development, Salesforce.com, Customer Service, Negotiation, Solution Selling, B2B, Contract Negotiation, Banking, Budgeting, Team Building, Competitive Analysis, Problem Solving, Compliance, Team Leadership, Sales Process, Forecasting, Business Process..., Sales Operations
Education
University of Mississippi 2002 — 2005
BBA, Insurance & Risk Management
Doug Lestikow, CVA's Strategic Financial Partners Experience 2008 - 2008
Job Special Projects Manager, Designer
Industry Construction
Experience
Closet Factory April 2014 - Present
GHP Horwath, P.C. August 2013 - March 2014
GHP Horwath, P.C. June 2012 - July 2013
GHP Horwath, P.C. January 2011 - June 2012
GHP Horwath, P.C. March 2009 - January 2011
Transamerica June 2008 - February 2009
Strategic Financial Partners 2008 - 2008
CB Richard Ellis 2003 - 2003
Skills
Business Valuation, DCF, Equity Research, Financial Modeling, Research, Report Writing, Report Generation, Litigation Support, Corporate Finance, Social Media, Social Media Marketing, Social Media Development, Due Diligence, Spanish, Private Equity, CPA
Education
University of Denver 2004 — 2008
MS Finance, Finance
University of Denver - Daniels College of Business 2004 — 2008
BSBA, Finance
University of Denver - Daniels College of Business 2004 — 2008
BSBA, Finance
Closet Factory April 2014 - Present
GHP Horwath, P.C. August 2013 - March 2014
GHP Horwath, P.C. June 2012 - July 2013
GHP Horwath, P.C. January 2011 - June 2012
GHP Horwath, P.C. March 2009 - January 2011
Transamerica June 2008 - February 2009
Strategic Financial Partners 2008 - 2008
CB Richard Ellis 2003 - 2003
Skills
Business Valuation, DCF, Equity Research, Financial Modeling, Research, Report Writing, Report Generation, Litigation Support, Corporate Finance, Social Media, Social Media Marketing, Social Media Development, Due Diligence, Spanish, Private Equity, CPA
Education
University of Denver 2004 — 2008
MS Finance, Finance
University of Denver - Daniels College of Business 2004 — 2008
BSBA, Finance
University of Denver - Daniels College of Business 2004 — 2008
BSBA, Finance
Jan Mikitarian's Strategic Financial Partners Experience November 2008 - November 2010
Job Inside Sales Account Manager at Aimtek, Inc.
Industry Financial Services
Experience
Commonwealth Financial Group July 2015 - Present
Aimtek, Inc. January 2012 - March 2014
Strategic Financial Partners November 2008 - November 2010
The Interface Group September 1989 - October 2008
Shawmut Bank September 1984 - August 1989
Alexander, Aronson, Finning & Co August 1983 - August 1984
Skills
Auditing, Marketing, Financial Analysis, Budgets, Nonprofits, Human Resources, Management, Microsoft Excel, Sales, CRM, Finance, Microsoft Office, Event Planning, Accounting, Team Building, Recruiting
Education
Simmons College
B.A., Accounting/Management
Commonwealth Financial Group July 2015 - Present
Aimtek, Inc. January 2012 - March 2014
Strategic Financial Partners November 2008 - November 2010
The Interface Group September 1989 - October 2008
Shawmut Bank September 1984 - August 1989
Alexander, Aronson, Finning & Co August 1983 - August 1984
Skills
Auditing, Marketing, Financial Analysis, Budgets, Nonprofits, Human Resources, Management, Microsoft Excel, Sales, CRM, Finance, Microsoft Office, Event Planning, Accounting, Team Building, Recruiting
Education
Simmons College
B.A., Accounting/Management
Greg Baugh Greg Baugh's Strategic Financial Partners Experience July 2011 - July 2013
Job Franchise Business Consultant at Servpro Industries
Industry Management Consulting
Experience
Servpro Industries July 2013 - Present
Strategic Financial Partners July 2011 - July 2013
American Security Bank & Trust April 2007 - January 2011
Invest Financial April 2007 - January 2011
Banc of America Investment Services, Inc. October 2005 - April 2007
Bank of America July 1998 - October 2005
Skills
Investments, Finance, Banking, Small Business, Insurance, Customer Service, FINRA, Securities, Strategic Planning, Mutual Funds, Sales Management, Wealth Management, Sales, Team Building, Public Speaking, Marketing, Management, Leadership
Education
Liberty University 2008 — 2010
Bachelor's of Science, Business: Finance
Middle Tennessee State University 1987 — 1988
Business Administration: Management
University of Tennessee at Martin 1986 — 1987
Business Administration: Management
Servpro Industries July 2013 - Present
Strategic Financial Partners July 2011 - July 2013
American Security Bank & Trust April 2007 - January 2011
Invest Financial April 2007 - January 2011
Banc of America Investment Services, Inc. October 2005 - April 2007
Bank of America July 1998 - October 2005
Skills
Investments, Finance, Banking, Small Business, Insurance, Customer Service, FINRA, Securities, Strategic Planning, Mutual Funds, Sales Management, Wealth Management, Sales, Team Building, Public Speaking, Marketing, Management, Leadership
Education
Liberty University 2008 — 2010
Bachelor's of Science, Business: Finance
Middle Tennessee State University 1987 — 1988
Business Administration: Management
University of Tennessee at Martin 1986 — 1987
Business Administration: Management
Ryan Reser Ryan Reser's Strategic Financial Partners Experience March 2009 - February 2012
Job Sales/Promotional Marketing for Complete Nutrition and 2008 Olympian
Industry Health, Wellness and Fitness
Experience
Complete Nutrition Colorado Springs December 2011 - Present
United States Olympic Training Center Judo Team August 2008 - Present
Reser Judo January 2004 - Present
United States Olympic Committee 1998 - Present
Strategic Financial Partners March 2009 - February 2012
United States Air Force Academy August 2010 - August 2011
Usa Judo 1997 - 2009
Skills
Sports, Coaching, Team Building, Health, Judo, Marketing, Fitness, Martial Arts, Great Motivator, Mentoring, Sports Nutrition, Teaching, Athletics, Public Speaking, Nutrition, Event Planning, Personal Training, Public Relations, Fitness Training, Strength Training, Leadership, Sports Marketing, Social Media, Retail, Wellness, Exercise Physiology, Sports Coaching, Operant Conditioning, Sports Management, Leadership Development, Training, Small Business, Time Management, Customer Service, Sponsorship, Athletic Training, Social Networking, Motivational Speaking, Social Media Marketing, Event Management, Strategy, Marketing Strategy, Healthcare, Strength & Conditioning, Sales, Weight Training, Entrepreneurship, Management
Education
University of Colorado Colorado Springs 1999 — 2008
Bachelors of Science, Communications / Business
Berkner H.S.
Complete Nutrition Colorado Springs December 2011 - Present
United States Olympic Training Center Judo Team August 2008 - Present
Reser Judo January 2004 - Present
United States Olympic Committee 1998 - Present
Strategic Financial Partners March 2009 - February 2012
United States Air Force Academy August 2010 - August 2011
Usa Judo 1997 - 2009
Skills
Sports, Coaching, Team Building, Health, Judo, Marketing, Fitness, Martial Arts, Great Motivator, Mentoring, Sports Nutrition, Teaching, Athletics, Public Speaking, Nutrition, Event Planning, Personal Training, Public Relations, Fitness Training, Strength Training, Leadership, Sports Marketing, Social Media, Retail, Wellness, Exercise Physiology, Sports Coaching, Operant Conditioning, Sports Management, Leadership Development, Training, Small Business, Time Management, Customer Service, Sponsorship, Athletic Training, Social Networking, Motivational Speaking, Social Media Marketing, Event Management, Strategy, Marketing Strategy, Healthcare, Strength & Conditioning, Sales, Weight Training, Entrepreneurship, Management
Education
University of Colorado Colorado Springs 1999 — 2008
Bachelors of Science, Communications / Business
Berkner H.S.
Gordon Thomas's Strategic Financial Partners Experience June 2013 - December 2013
Job Agency Assistant at Baystate Financial
Industry Financial Services
Experience
Baystate Financial October 2014 - Present
Olympia Moving & Storage July 2014 - September 2014
Strategic Financial Partners June 2013 - December 2013
Skills
Ability to work as part..., Highly self-motivated, Accountable, Accountability, Proficient in Microsoft..., Microsoft Office, Microsoft Word, Investments, Social Media
Education
Wheaton College (MA) 2011 — 2014
Bachelor of Arts (B.A.), Economics
Assumption College 2009 — 2011
Wellesley High School
Wellesley High School
Baystate Financial October 2014 - Present
Olympia Moving & Storage July 2014 - September 2014
Strategic Financial Partners June 2013 - December 2013
Skills
Ability to work as part..., Highly self-motivated, Accountable, Accountability, Proficient in Microsoft..., Microsoft Office, Microsoft Word, Investments, Social Media
Education
Wheaton College (MA) 2011 — 2014
Bachelor of Arts (B.A.), Economics
Assumption College 2009 — 2011
Wellesley High School
Wellesley High School
Charles McIntyre's Strategic Financial Partners Experience December 2010 - September 2011
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual December 2011 - Present
Strategic Financial Partners December 2010 - September 2011
US Air Force May 2010 - December 2010
US Air Force Academy July 2008 - May 2010
USAF 2006 - 2008
USAF June 2001 - May 2006
Skills
To learn more about my...
Education
Indiana University Bloomington 2001 — 2002
MA, Philosophy
United States Air Force Academy 1986 — 1990
BS, Human Factors Engineering
Northwestern Mutual December 2011 - Present
Strategic Financial Partners December 2010 - September 2011
US Air Force May 2010 - December 2010
US Air Force Academy July 2008 - May 2010
USAF 2006 - 2008
USAF June 2001 - May 2006
Skills
To learn more about my...
Education
Indiana University Bloomington 2001 — 2002
MA, Philosophy
United States Air Force Academy 1986 — 1990
BS, Human Factors Engineering
Dan Lykins Dan Lykins's Strategic Financial Partners Experience October 2011 - September 2012
Job Biology Instructor at UCCS
Industry Higher Education
Experience
University of Colorado at Colorado Springs August 2012 - Present
Strategic Financial Partners October 2011 - September 2012
USAF Academy June 2006 - September 2011
NATO Combined Air Operations Center 6, Eskisehir, Turkey August 2005 - May 2006
USAF Academy June 2000 - July 2005
SAC, AMC, AETC 1991 - 2000
Skills
Instructional Design, Classroom Instruction, Mentoring, Policy Design, Regulatory Compliance, Strategy Development, Responsibility, Microsoft Office, Organizational..., Public Speaking, Strategic Planning, Team Building, Air Force, Military Operations, Military Leadership, Military, DoD, Operations Management, Defense, Planning, Problem Solving, Aviation Operations
Education
University of Colorado Colorado Springs 2000 — 2002
Master of Basic Science, Biology
United States Air Force Academy 1985 — 1989
Bachelor of Science, Biology
University of Colorado at Colorado Springs August 2012 - Present
Strategic Financial Partners October 2011 - September 2012
USAF Academy June 2006 - September 2011
NATO Combined Air Operations Center 6, Eskisehir, Turkey August 2005 - May 2006
USAF Academy June 2000 - July 2005
SAC, AMC, AETC 1991 - 2000
Skills
Instructional Design, Classroom Instruction, Mentoring, Policy Design, Regulatory Compliance, Strategy Development, Responsibility, Microsoft Office, Organizational..., Public Speaking, Strategic Planning, Team Building, Air Force, Military Operations, Military Leadership, Military, DoD, Operations Management, Defense, Planning, Problem Solving, Aviation Operations
Education
University of Colorado Colorado Springs 2000 — 2002
Master of Basic Science, Biology
United States Air Force Academy 1985 — 1989
Bachelor of Science, Biology
Richard Levine, CFP®, ChFC, CLU, MBA Richard Levine, CFP®, ChFC, CLU, MBA's Strategic Financial Partners Experience April 2004 - November 2007
Job Partner at Synergy Financial Partners
Industry Financial Services
Experience
Synergy Financial Partners February 2008 - Present
Strategic Financial Partners April 2004 - November 2007
New England Financial June 2003 - April 2004
Amicus Financial 2000 - 2003
Skills
Retirement Planning, Retirement, Wealth Management, Investment Advisory, 401k, Investments, Asset Allocation, Financial Goals, Series 63, Investment Strategies, Strategic Financial..., Fixed Annuities, Financial Advisory, Life Insurance, Small Business, Finance, Financial Services, Financial Planning
Education
Rollins College - Crummer Graduate School of Business 1996 — 1998
MBA, Finance
Emory University 1991 — 1995
BA, English
Synergy Financial Partners February 2008 - Present
Strategic Financial Partners April 2004 - November 2007
New England Financial June 2003 - April 2004
Amicus Financial 2000 - 2003
Skills
Retirement Planning, Retirement, Wealth Management, Investment Advisory, 401k, Investments, Asset Allocation, Financial Goals, Series 63, Investment Strategies, Strategic Financial..., Fixed Annuities, Financial Advisory, Life Insurance, Small Business, Finance, Financial Services, Financial Planning
Education
Rollins College - Crummer Graduate School of Business 1996 — 1998
MBA, Finance
Emory University 1991 — 1995
BA, English
Stephanie Farnsworth Stephanie Farnsworth's Strategic Financial Partners Experience January 2008 - June 2010
Job at Financial Designs Ltd.
Industry Financial Services
Experience
Financial Designs Ltd. September 2013 - Present
Boy Scouts of America 2009 - Present
Stephanie's DesignsLone Tree CO January 2000 - Present
The Women's Foundation of Colorado 2013 - 2015
AMG National Trust Bank June 2010 - September 2013
Strategic Financial Partners January 2008 - June 2010
Jr. League of Denver 1997 - 2008
Brown & Tedstrom Financial Asset Management January 1998 - January 2000
Great-West Life & Annuity Insurance Company January 1992 - January 1998
Skills
Retirement Planning, Financial Services, Insurance, Wealth Management, Finance, Investments, Asset Management, Financial Planning, Leadership, Management, Mutual Funds, Portfolio Management, Sales, Bonds, Strategic Planning
Education
Colorado Christian University
Financial Designs Ltd. September 2013 - Present
Boy Scouts of America 2009 - Present
Stephanie's DesignsLone Tree CO January 2000 - Present
The Women's Foundation of Colorado 2013 - 2015
AMG National Trust Bank June 2010 - September 2013
Strategic Financial Partners January 2008 - June 2010
Jr. League of Denver 1997 - 2008
Brown & Tedstrom Financial Asset Management January 1998 - January 2000
Great-West Life & Annuity Insurance Company January 1992 - January 1998
Skills
Retirement Planning, Financial Services, Insurance, Wealth Management, Finance, Investments, Asset Management, Financial Planning, Leadership, Management, Mutual Funds, Portfolio Management, Sales, Bonds, Strategic Planning
Education
Colorado Christian University
Omar Mian Omar Mian's Strategic Financial Partners Experience 2001 - 2004
Job Compass Capital Corporation "Your Trusted Financial Advisor"
Industry Financial Services
Experience
Compass Capital Corporation January 2010 - Present
Compass Capital Corporation September 2004 - Present
Strategic Financial Partners 2001 - 2004
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, Investment Advisory, Investments, Mutual Funds, Wealth, Financial Planners, Asset Management, Retirement, 401k, Hedge Funds, IRAs, Business Succession..., Asset Protection, Insurance Planning, Socially Responsible..., Islamic Investing..., Sharia Investing, Investment Manager..., Comprehensive Family..., Pension Plans, Series 7, Securities, Financial Advisory, Investment Strategies, Pension Funds, Business, Socially Responsible..., Equities, ETFs, FINRA, Asset Allocation, Wealth Management..., Portfolio Management, Wealth Accumulation, 401k Rollovers, Investment Management, Alternative Investments, Retirement Plan..., Variable Annuities, Personal Financial..., Fixed Annuities, Long Term Care Insurance, Financial Services, Life Insurance, Financial Planning, Finance, Insurance
Education
University of Massachusetts Boston
Compass Capital Corporation January 2010 - Present
Compass Capital Corporation September 2004 - Present
Strategic Financial Partners 2001 - 2004
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, Investment Advisory, Investments, Mutual Funds, Wealth, Financial Planners, Asset Management, Retirement, 401k, Hedge Funds, IRAs, Business Succession..., Asset Protection, Insurance Planning, Socially Responsible..., Islamic Investing..., Sharia Investing, Investment Manager..., Comprehensive Family..., Pension Plans, Series 7, Securities, Financial Advisory, Investment Strategies, Pension Funds, Business, Socially Responsible..., Equities, ETFs, FINRA, Asset Allocation, Wealth Management..., Portfolio Management, Wealth Accumulation, 401k Rollovers, Investment Management, Alternative Investments, Retirement Plan..., Variable Annuities, Personal Financial..., Fixed Annuities, Long Term Care Insurance, Financial Services, Life Insurance, Financial Planning, Finance, Insurance
Education
University of Massachusetts Boston
Lloyd Beck III's Strategic Financial Partners Experience January 2013 - May 2015
Job Business Development
Industry Marketing and Advertising
Experience
Catalyst Outdoor Advertising, LLC June 2015 - Present
Strategic Financial Partners January 2013 - May 2015
Principal Financial Group January 2012 - January 2013
Kessler Topaz Meltzer & Check, LLP March 2009 - January 2012
Bartkowski Investment Group May 2007 - January 2009
Skills
Employee Benefits, Microsoft Excel, Retirement, Insurance, 401k, Disability Insurance, Retirement Planning, Microsoft Office, Public Speaking, Sales, Contract Negotiation, Salesforce.com, Mutual Funds, Management, Marketing, Strategic Planning, Estate Planning, Customer Service, Securities, Account Management, Business Development, Fixed Annuities, Strategic Financial..., Investments
Education
The University of Memphis 1998 — 2002
BA, Political Science
La Salle College H.S. 1994 — 1998
Catalyst Outdoor Advertising, LLC June 2015 - Present
Strategic Financial Partners January 2013 - May 2015
Principal Financial Group January 2012 - January 2013
Kessler Topaz Meltzer & Check, LLP March 2009 - January 2012
Bartkowski Investment Group May 2007 - January 2009
Skills
Employee Benefits, Microsoft Excel, Retirement, Insurance, 401k, Disability Insurance, Retirement Planning, Microsoft Office, Public Speaking, Sales, Contract Negotiation, Salesforce.com, Mutual Funds, Management, Marketing, Strategic Planning, Estate Planning, Customer Service, Securities, Account Management, Business Development, Fixed Annuities, Strategic Financial..., Investments
Education
The University of Memphis 1998 — 2002
BA, Political Science
La Salle College H.S. 1994 — 1998
Karen Kinsel Karen Kinsel's Strategic Financial Partners Experience December 2007 - January 2009
Job at
Industry Financial Services
Experience
Palladin Capital Group, Inc. April 2011 - Present
Harvard-Smithsonian Center for Astrophysics June 2010 - March 2011
New York Life January 2009 - June 2010
Castanea Partners March 2010 - May 2010
Strategic Financial Partners December 2007 - January 2009
Millennium Pharmaceuticals, Inc. May 2007 - November 2007
Millennium Pharmaceuticals July 2005 - May 2007
AIG January 2002 - April 2005
AIG Environmental Consultants September 1999 - January 2002
Gartner 1980 - 1983
Skills
Administration, Compliance, Investments, Microsoft Office, Excel, Research, PowerPoint, Event Planning, Outlook, Customer Relations, Customer Service, Word, Writing, Access, Public Speaking, Budgeting, Problem Solving, Analysis, Fundraising, Editing, Purchasing, Event Management, Insurance, Scheduling, Business Analysis, Forecasting, Budgets, System Administration, Office Administration, Microsoft Excel, Microsoft Word, Project Management, Operations Management, Finance, Employee Benefits, Cross-functional Team..., Management, Training, Data Analysis, Sales, Nonprofits, Administrative..., Recruiting, Strategic Planning, Human Resources, Employee Relations, Market Research, Coaching, Organizational..., Social Networking
Education
Indiana University Bloomington
Comparative Literature
Boston University
San Francisco State University
BA, English Literature
Palladin Capital Group, Inc. April 2011 - Present
Harvard-Smithsonian Center for Astrophysics June 2010 - March 2011
New York Life January 2009 - June 2010
Castanea Partners March 2010 - May 2010
Strategic Financial Partners December 2007 - January 2009
Millennium Pharmaceuticals, Inc. May 2007 - November 2007
Millennium Pharmaceuticals July 2005 - May 2007
AIG January 2002 - April 2005
AIG Environmental Consultants September 1999 - January 2002
Gartner 1980 - 1983
Skills
Administration, Compliance, Investments, Microsoft Office, Excel, Research, PowerPoint, Event Planning, Outlook, Customer Relations, Customer Service, Word, Writing, Access, Public Speaking, Budgeting, Problem Solving, Analysis, Fundraising, Editing, Purchasing, Event Management, Insurance, Scheduling, Business Analysis, Forecasting, Budgets, System Administration, Office Administration, Microsoft Excel, Microsoft Word, Project Management, Operations Management, Finance, Employee Benefits, Cross-functional Team..., Management, Training, Data Analysis, Sales, Nonprofits, Administrative..., Recruiting, Strategic Planning, Human Resources, Employee Relations, Market Research, Coaching, Organizational..., Social Networking
Education
Indiana University Bloomington
Comparative Literature
Boston University
San Francisco State University
BA, English Literature
Rory Connell Rory Connell's Strategic Financial Partners Experience July 2009 - December 2010
Job Marketing Manager at Tufts Health Plan – Network Health
Industry Hospital & Health Care
Experience
Tufts Health Plan – Network Health September 2014 - Present
Network Health January 2014 - Present
Strategic Financial Partners July 2009 - December 2010
Strategic Financial Partners December 2008 - June 2009
Strategic Financial Partners January 2007 - December 2008
DCU Financial July 2002 - June 2005
Skills
Email Marketing, Marketing Strategy, Marketing, Strategy, CRM, Management, Sales, Public Relations, Event Planning, Strategic Planning, Social Media, Project Management, Advertising
Education
Bentley University 2011 — 2013
MBA, Management Operations Systems
Suffolk University - Sawyer School of Management 2007 — 2009
Bachelor of Science (BS), Business Management
North Shore Community College 2005 — 2007
Associate, Business Administration
Tufts Health Plan – Network Health September 2014 - Present
Network Health January 2014 - Present
Strategic Financial Partners July 2009 - December 2010
Strategic Financial Partners December 2008 - June 2009
Strategic Financial Partners January 2007 - December 2008
DCU Financial July 2002 - June 2005
Skills
Email Marketing, Marketing Strategy, Marketing, Strategy, CRM, Management, Sales, Public Relations, Event Planning, Strategic Planning, Social Media, Project Management, Advertising
Education
Bentley University 2011 — 2013
MBA, Management Operations Systems
Suffolk University - Sawyer School of Management 2007 — 2009
Bachelor of Science (BS), Business Management
North Shore Community College 2005 — 2007
Associate, Business Administration
John Stauffer, CFP®'s Strategic Financial Partners Experience March 2008 - January 2009
Job Certified Financial Planner
Industry Investment Management
Experience
Quinn Financial Partners, LLC December 2008 - Present
Strategic Financial Partners March 2008 - January 2009
Morgan Keegan January 2006 - December 2006
Skills
Investments, Financial Services, Investment Management, Investment Advisory, Strategic Financial..., Asset Allocation, Management, Portfolio Management, Finance, Asset Management, Retirement Planning, Series 63, Asset Managment, Certified Financial..., Mutual Funds, Wealth Management, Financial Analysis, Financial Modeling
Education
Texas Christian University 2003 — 2007
BBA, Finance
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
Finance, General
Belmont University
Quinn Financial Partners, LLC December 2008 - Present
Strategic Financial Partners March 2008 - January 2009
Morgan Keegan January 2006 - December 2006
Skills
Investments, Financial Services, Investment Management, Investment Advisory, Strategic Financial..., Asset Allocation, Management, Portfolio Management, Finance, Asset Management, Retirement Planning, Series 63, Asset Managment, Certified Financial..., Mutual Funds, Wealth Management, Financial Analysis, Financial Modeling
Education
Texas Christian University 2003 — 2007
BBA, Finance
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
Finance, General
Belmont University
Earl Landesman's Strategic Financial Partners Experience December 1996 - July 2007
Job President at Strategic Financial Patners
Industry Management Consulting
Experience
Strategic Financial Patners June 2015 - Present
MitoStem December 2013 - Present
International Business Services May 2014 - June 2015
Bank of America Merrill Lynch July 2012 - December 2013
General Motors December 2008 - 2011
Atos Origin July 2007 - May 2008
Strategic Financial Partners December 1996 - July 2007
EClaims April 2001 - November 2003
Skills
Financial Reporting, Management Consulting, Management Accounting, Asset Based Lending, Working Capital, Financing Alternatives, Capital Structure, Wealth Preservation..., Financial Risk..., Internal Controls, Automotive, Merger & Acquisition, Business Growth..., Due Diligence, Technical Accounting, Chief Financial Officer, Controller, Globa Assignments: UK,..., Marketing, Supply Chain Management, Product Cost..., Business Integration, Acquistions, Finance, Wealth Management, Series 7, Series 66, Mortgage License, Manufacturing, Mergers & Acquisitions, Leadership, Restructuring, Strategic Financial..., Management, Strategy, Strategic Planning, Process Improvement, Financial Analysis, Program Management, Consulting, Business Strategy, Change Management, Accounting, Financial Planning, Training
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
Strategic Financial Patners June 2015 - Present
MitoStem December 2013 - Present
International Business Services May 2014 - June 2015
Bank of America Merrill Lynch July 2012 - December 2013
General Motors December 2008 - 2011
Atos Origin July 2007 - May 2008
Strategic Financial Partners December 1996 - July 2007
EClaims April 2001 - November 2003
Skills
Financial Reporting, Management Consulting, Management Accounting, Asset Based Lending, Working Capital, Financing Alternatives, Capital Structure, Wealth Preservation..., Financial Risk..., Internal Controls, Automotive, Merger & Acquisition, Business Growth..., Due Diligence, Technical Accounting, Chief Financial Officer, Controller, Globa Assignments: UK,..., Marketing, Supply Chain Management, Product Cost..., Business Integration, Acquistions, Finance, Wealth Management, Series 7, Series 66, Mortgage License, Manufacturing, Mergers & Acquisitions, Leadership, Restructuring, Strategic Financial..., Management, Strategy, Strategic Planning, Process Improvement, Financial Analysis, Program Management, Consulting, Business Strategy, Change Management, Accounting, Financial Planning, Training
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
Noriel Flores's Strategic Financial Partners Experience October 2007 - June 2008
Job Business Development Executive Financial Services at Infosys
Industry Financial Services
Experience
Infosys September 2014 - Present
Crawfish for Cancer, Inc. 2008 - Present
Deutsche Bank July 2013 - August 2013
Bernstein Global Wealth Management July 2008 - August 2012
Strategic Financial Partners October 2007 - June 2008
Ameriprise Financial Services, Inc. 2005 - 2007
City Year September 2002 - June 2003
Skills
Investment Strategies, Wealth Management, Equities, Alternative Investments, Financial Analysis, Portfolio Management, Investments, Asset Managment, Asset Allocation, Series 7, MBA, Hedge Funds, Financial Modeling, Investment Management, Asset Management
Education
IESE Business School - University of Navarra 2012 — 2014
Master of Business Administration (MBA)
University of Wisconsin-Madison 2000 — 2005
Bachelor of Arts (B.A.), Legal Studies, General
The Loomis Chaffee School 1996 — 2000
Infosys September 2014 - Present
Crawfish for Cancer, Inc. 2008 - Present
Deutsche Bank July 2013 - August 2013
Bernstein Global Wealth Management July 2008 - August 2012
Strategic Financial Partners October 2007 - June 2008
Ameriprise Financial Services, Inc. 2005 - 2007
City Year September 2002 - June 2003
Skills
Investment Strategies, Wealth Management, Equities, Alternative Investments, Financial Analysis, Portfolio Management, Investments, Asset Managment, Asset Allocation, Series 7, MBA, Hedge Funds, Financial Modeling, Investment Management, Asset Management
Education
IESE Business School - University of Navarra 2012 — 2014
Master of Business Administration (MBA)
University of Wisconsin-Madison 2000 — 2005
Bachelor of Arts (B.A.), Legal Studies, General
The Loomis Chaffee School 1996 — 2000
Kenny Trinklein's Strategic Financial Partners Experience July 2003 - Present
Job Independent Financial Planner
Industry Financial Services
Experience
Strategic Financial Partners July 2003 - Present
Prudential Financial September 1999 - July 2003
American Express Financial Advisors July 1997 - September 1999
Skills
Insurance, Team Building, PowerPoint, Social Media Marketing
Education
University of Arkansas 1995 — 1996
MBA, Business, Finance
University of Nevada Las Vegas Lee Business School 1991 — 1995
BSBA Financial Services, Finance
University of Houston-Downtown 1983 — 1986
Computer Science and Applied Mathematics
Strategic Financial Partners July 2003 - Present
Prudential Financial September 1999 - July 2003
American Express Financial Advisors July 1997 - September 1999
Skills
Insurance, Team Building, PowerPoint, Social Media Marketing
Education
University of Arkansas 1995 — 1996
MBA, Business, Finance
University of Nevada Las Vegas Lee Business School 1991 — 1995
BSBA Financial Services, Finance
University of Houston-Downtown 1983 — 1986
Computer Science and Applied Mathematics
Phillip Hardin's Strategic Financial Partners Experience January 2009 - August 2009
Job at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2009 - Present
Strategic Financial Partners January 2009 - August 2009
Edward Jones Investments August 2007 - October 2008
United States Air Force March 1982 - August 2007
Skills
Series 7, Retirement Planning, Uniform Combined State..., Retirement, Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, 401k Rollovers, IRAs, Investment Strategies, Financial Advisory, Strategic Financial..., 401k, Fixed Annuities, Wealth Management..., Portfolio Management, Financial Services, Series 65, Bonds, Series 63, Equities, Securities, Financial Planners, Pensions, Small Business, Fixed Income, FINRA, High Net Worth..., Financial Goals, Investment Management, ETFs, Variable Annuities, Life Insurance, Wealth Accumulation, Retirement Plan..., Series 6, Investments, Leadership, Long-term Care, Financial Analysis, Long Term Care Insurance, Alternative Investments, Wealth, Risk Management, Series 24, Personal Finance, Asset Management, Options, Estate Planning
Education
United States Air Force Academy
BS, Mathematics
University of Oklahoma
Master's, Economics and Finance
Bank of America Merrill Lynch November 2009 - Present
Strategic Financial Partners January 2009 - August 2009
Edward Jones Investments August 2007 - October 2008
United States Air Force March 1982 - August 2007
Skills
Series 7, Retirement Planning, Uniform Combined State..., Retirement, Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, 401k Rollovers, IRAs, Investment Strategies, Financial Advisory, Strategic Financial..., 401k, Fixed Annuities, Wealth Management..., Portfolio Management, Financial Services, Series 65, Bonds, Series 63, Equities, Securities, Financial Planners, Pensions, Small Business, Fixed Income, FINRA, High Net Worth..., Financial Goals, Investment Management, ETFs, Variable Annuities, Life Insurance, Wealth Accumulation, Retirement Plan..., Series 6, Investments, Leadership, Long-term Care, Financial Analysis, Long Term Care Insurance, Alternative Investments, Wealth, Risk Management, Series 24, Personal Finance, Asset Management, Options, Estate Planning
Education
United States Air Force Academy
BS, Mathematics
University of Oklahoma
Master's, Economics and Finance
Earl Landesman's Strategic Financial Partners Experience 1996 - 2007
Job Principal at Atos Origin
Industry Management Consulting
Experience
Atos Origin Principal, US Finance & Shared Services Practice LeaderAtos Consulting Ltd2007 - Present
Strategic Financial Partners 1996 - 2007
Education
University of Michigan - Stephen M. Ross School of Business 1977 — 1979
Atos Origin Principal, US Finance & Shared Services Practice LeaderAtos Consulting Ltd2007 - Present
Strategic Financial Partners 1996 - 2007
Education
University of Michigan - Stephen M. Ross School of Business 1977 — 1979
Megan Harper's Strategic Financial Partners Experience April 2008 - May 2008
Job Master's of School Counseling Student
Industry Primary/Secondary Education
Experience
Holy Spirit Preparatory School November 2012 - December 2013
Wise Path LLC May 2008 - November 2012
Strategic Financial Partners April 2008 - May 2008
A.G. Edwards & Sons, Inc. May 2006 - April 2008
Auburn University August 2004 - May 2006
Skills
Time Management, Project Planning, Online Advertising, Event Planning, PowerPoint, Customer Service, Microsoft Excel, Public Speaking, Research, Microsoft Word, Microsoft Office, Event Management, Marketing, Management
Education
Middle Tennessee State University 2013 — 2015
Master's degree, School Counseling
Mercer University 2013 — 2013
Master's degree, School Counseling
Auburn University 2002 — 2006
Bachelor of Science, Psychology
Holy Spirit Preparatory School November 2012 - December 2013
Wise Path LLC May 2008 - November 2012
Strategic Financial Partners April 2008 - May 2008
A.G. Edwards & Sons, Inc. May 2006 - April 2008
Auburn University August 2004 - May 2006
Skills
Time Management, Project Planning, Online Advertising, Event Planning, PowerPoint, Customer Service, Microsoft Excel, Public Speaking, Research, Microsoft Word, Microsoft Office, Event Management, Marketing, Management
Education
Middle Tennessee State University 2013 — 2015
Master's degree, School Counseling
Mercer University 2013 — 2013
Master's degree, School Counseling
Auburn University 2002 — 2006
Bachelor of Science, Psychology
Allana Kanevsky's Strategic Financial Partners Experience December 2008 - April 2010
Job Creative Director Master Colorist/Stylist Extensions Specialist at Bower Salon and Spa
Industry Investment Management
Experience
Bower Salon and Spa September 2012 - Present
Strategic Financial Partners December 2008 - April 2010
Boston Trading & Research January 2007 - May 2008
Education
Northeastern University 1998 — 2003
Bower Salon and Spa September 2012 - Present
Strategic Financial Partners December 2008 - April 2010
Boston Trading & Research January 2007 - May 2008
Education
Northeastern University 1998 — 2003
Irina Andreasen's Strategic Financial Partners Experience October 2000 - September 2004
Job Private Wealth Manager
Industry Financial Services
Experience
Edward Jones December 2013 - June 2015
Prudential Financial February 2011 - December 2013
The Hartford February 2011 - December 2013
Genworth Financial November 2006 - January 2011
CitiStreet September 2004 - November 2006
Strategic Financial Partners October 2000 - September 2004
Ladex Company, Inc May 1991 - October 2000
Skills
Insurance, College Planning, Retirement Planning, Stocks, Bonds, Mutual..., Series 6, 7, 63, 66, Annuities, Long Term Care, Divorce Planning
Education
Nazareth College of Rochester
BS, Business
University of Rochester
University of Rochester
Edward Jones December 2013 - June 2015
Prudential Financial February 2011 - December 2013
The Hartford February 2011 - December 2013
Genworth Financial November 2006 - January 2011
CitiStreet September 2004 - November 2006
Strategic Financial Partners October 2000 - September 2004
Ladex Company, Inc May 1991 - October 2000
Skills
Insurance, College Planning, Retirement Planning, Stocks, Bonds, Mutual..., Series 6, 7, 63, 66, Annuities, Long Term Care, Divorce Planning
Education
Nazareth College of Rochester
BS, Business
University of Rochester
University of Rochester
Pat Alfano's Strategic Financial Partners Experience August 2015 - Present
Job Financial Advisor at Strategic Financial Partners
Industry Investment Management
Experience
Strategic Financial Partners August 2015 - Present
MassMutual Financial Group June 2012 - August 2015
Victory Capital Management July 2010 - June 2012
Transamerica March 2009 - July 2010
ING October 2007 - February 2009
Young Life June 2004 - July 2007
Skills
Series 7, Series 63, Investments, 401k, Financial Analysis, Retirement Planning, Asset Allocation, Mutual Funds, Securities, Retirement, Strategic Financial..., Strategic Planning, Defined Benefit, Financial Services, Separately Managed..., Variable Annuities, Defined Contribution, FINRA, Fixed Income, Equities, Pensions, Insurance, Retirement Plan..., Life Insurance
Education
Bucknell University 2001 — 2004
BSBA, Business Management
Cherry Creek High School 1996 — 2000
Strategic Financial Partners August 2015 - Present
MassMutual Financial Group June 2012 - August 2015
Victory Capital Management July 2010 - June 2012
Transamerica March 2009 - July 2010
ING October 2007 - February 2009
Young Life June 2004 - July 2007
Skills
Series 7, Series 63, Investments, 401k, Financial Analysis, Retirement Planning, Asset Allocation, Mutual Funds, Securities, Retirement, Strategic Financial..., Strategic Planning, Defined Benefit, Financial Services, Separately Managed..., Variable Annuities, Defined Contribution, FINRA, Fixed Income, Equities, Pensions, Insurance, Retirement Plan..., Life Insurance
Education
Bucknell University 2001 — 2004
BSBA, Business Management
Cherry Creek High School 1996 — 2000
Jason Frazier, CFP®, ChFC®, AIF®'s Strategic Financial Partners Experience August 1998 - May 2003
Job Financial Planning Specialist at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial 2014 - Present
Raymond James Financial Inc. February 2011 - January 2014
RAYMOND JAMES® / Morgan Keegan April 2012 - February 2013
Morgan Keegan February 2011 - April 2012
Kelman-Lazarov, Inc August 2007 - February 2011
ServiceMaster / Terminix 2003 - 2007
Strategic Financial Partners August 1998 - May 2003
Lincoln Financial Advisors January 1995 - August 1998
Capital Management Group June 1993 - January 1995
Skills
Investments, Portfolio Management, Retirement, Retirement Planning, Finance, Strategic Financial..., Wealth Management, Series 7, Fixed Annuities, Strategy, Certified Financial..., Investment Strategies, Wealth Management..., Asset Allocation, Investment Advisory, Mutual Funds, Securities, 401k, Financial Planners, Series 63, Financial Advisory, Estate Planning, Wealth, Series 24
Education
University of California, Riverside 1989 — 1993
Bachelor of Science, Business Administration
Shoemaker Financial 2014 - Present
Raymond James Financial Inc. February 2011 - January 2014
RAYMOND JAMES® / Morgan Keegan April 2012 - February 2013
Morgan Keegan February 2011 - April 2012
Kelman-Lazarov, Inc August 2007 - February 2011
ServiceMaster / Terminix 2003 - 2007
Strategic Financial Partners August 1998 - May 2003
Lincoln Financial Advisors January 1995 - August 1998
Capital Management Group June 1993 - January 1995
Skills
Investments, Portfolio Management, Retirement, Retirement Planning, Finance, Strategic Financial..., Wealth Management, Series 7, Fixed Annuities, Strategy, Certified Financial..., Investment Strategies, Wealth Management..., Asset Allocation, Investment Advisory, Mutual Funds, Securities, 401k, Financial Planners, Series 63, Financial Advisory, Estate Planning, Wealth, Series 24
Education
University of California, Riverside 1989 — 1993
Bachelor of Science, Business Administration
Jason Kell, AIF®'s Strategic Financial Partners Experience June 2013 - Present
Job Employee Benefits
Industry Insurance
Experience
Strategic Financial Partners June 2013 - Present
O'Neill Employee Benefits November 2005 - Present
Principal Financial Group 1999 - 2005
Skills
Retirement Planning, Executive Pay, Pensions, Employee Benefits, Health Insurance
Education
University of Delaware 1992 — 1996
Strategic Financial Partners June 2013 - Present
O'Neill Employee Benefits November 2005 - Present
Principal Financial Group 1999 - 2005
Skills
Retirement Planning, Executive Pay, Pensions, Employee Benefits, Health Insurance
Education
University of Delaware 1992 — 1996
Becky Peters-Combs's Strategic Financial Partners Experience English Teacher/ Theatre TeacherCherry Creek Schools1978 - 2005
Job Director of Recruiting at Strategic Financial Partners
Industry Financial Services
Experience
Strategic Financial Partners English Teacher/ Theatre TeacherCherry Creek Schools1978 - 2005
Education
University of Denver 1975 — 1977
Masters, English
Wesleyan University 1971 — 1975
Strategic Financial Partners English Teacher/ Theatre TeacherCherry Creek Schools1978 - 2005
Education
University of Denver 1975 — 1977
Masters, English
Wesleyan University 1971 — 1975
Tara Cillessen's Strategic Financial Partners Experience March 2007 - July 2008
Job Appraisals
Industry Banking
Experience
Elevations Credit Union 2015 - Present
Pulte Mortgage June 2015 - August 2015
Urban Lending Solutions Appraisals April 2011 - June 2015
The Buckle October 2008 - November 2010
Strategic Financial Partners March 2007 - July 2008
Bohling Construction January 2001 - January 2005
Education
Johnson & Wales University 2003 — 2007
B.S., Financial Services Management
Johnson & Wales University 2003 — 2005
A.S, Business Administration
Fort Lupton High School 1999 — 2003
Elevations Credit Union 2015 - Present
Pulte Mortgage June 2015 - August 2015
Urban Lending Solutions Appraisals April 2011 - June 2015
The Buckle October 2008 - November 2010
Strategic Financial Partners March 2007 - July 2008
Bohling Construction January 2001 - January 2005
Education
Johnson & Wales University 2003 — 2007
B.S., Financial Services Management
Johnson & Wales University 2003 — 2005
A.S, Business Administration
Fort Lupton High School 1999 — 2003
Jeremy Tevald's Strategic Financial Partners Experience February 2004 - September 2005
Job Senior Director, National Financial Client Management, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2008 - Present
Fidelity Investments October 2005 - July 2008
Strategic Financial Partners February 2004 - September 2005
New England Securities July 2000 - January 2004
American Express Financial Advisors August 1999 - July 2000
Skills
Mutual Funds, Series 7, Investments, Securities, Financial Services, Relationship Management, Fixed Income, Asset Management, Wealth Management, Asset Allocation, Equities, Retirement, Financial Analysis, Retirement Planning, Defined Benefit
Education
Boston University - School of Management 2010 — 2013
Master of Business Administration (M.B.A.), Finance, Leadership
College of the Holy Cross 1995 — 1999
Bachelor of Arts, History
Avon Old Farms School 1992 — 1995
Fidelity Investments July 2008 - Present
Fidelity Investments October 2005 - July 2008
Strategic Financial Partners February 2004 - September 2005
New England Securities July 2000 - January 2004
American Express Financial Advisors August 1999 - July 2000
Skills
Mutual Funds, Series 7, Investments, Securities, Financial Services, Relationship Management, Fixed Income, Asset Management, Wealth Management, Asset Allocation, Equities, Retirement, Financial Analysis, Retirement Planning, Defined Benefit
Education
Boston University - School of Management 2010 — 2013
Master of Business Administration (M.B.A.), Finance, Leadership
College of the Holy Cross 1995 — 1999
Bachelor of Arts, History
Avon Old Farms School 1992 — 1995
Kimberly Keaton's Strategic Financial Partners Experience March 2007 - June 2009
Job Associate Vice President
Industry Financial Services
Experience
Atlantic Trust April 2010 - Present
Lockton Companies June 2009 - April 2010
Strategic Financial Partners March 2007 - June 2009
Wells Fargo September 2006 - March 2007
HomeWatch International August 2005 - September 2006
Big Brothers Big Sisters of Colorado June 2003 - August 2005
Skills
Business Development, Management, Portfolio Management, Mutual Funds, Investments, Sales, Analysis, Equities, Alternative Investments, Recruiting, Start-ups, Marketing, Insurance
Education
University of Central Oklahoma
BA
Atlantic Trust April 2010 - Present
Lockton Companies June 2009 - April 2010
Strategic Financial Partners March 2007 - June 2009
Wells Fargo September 2006 - March 2007
HomeWatch International August 2005 - September 2006
Big Brothers Big Sisters of Colorado June 2003 - August 2005
Skills
Business Development, Management, Portfolio Management, Mutual Funds, Investments, Sales, Analysis, Equities, Alternative Investments, Recruiting, Start-ups, Marketing, Insurance
Education
University of Central Oklahoma
BA
Janet Van Dorn's Strategic Financial Partners Experience August 2004 - June 2009
Job Long Term Care Specialist at Berkshire Advisor Resource, Inc.
Industry Financial Services
Experience
Berkshire Advisor Resource, Inc. September 2009 - Present
Strategic Financial Partners August 2004 - June 2009
Skills
Long-term Care, Fixed Annuities, Retirement, Retirement Planning, Critical Illness, Insurance, Term Life Insurance, Disability Insurance, Financial Advisory, Strategic Financial..., Wealth Management, Long Term Care Insurance, Financial Planners, Investments, Brokers
Education
American College
CLU, Designation, Life & Health
Union County College
Business Law
Berkshire Advisor Resource, Inc. September 2009 - Present
Strategic Financial Partners August 2004 - June 2009
Skills
Long-term Care, Fixed Annuities, Retirement, Retirement Planning, Critical Illness, Insurance, Term Life Insurance, Disability Insurance, Financial Advisory, Strategic Financial..., Wealth Management, Long Term Care Insurance, Financial Planners, Investments, Brokers
Education
American College
CLU, Designation, Life & Health
Union County College
Business Law
Danny Loe, CLU, ChFC's Strategic Financial Partners Experience 2000 - 2003
Job Senior Resource Advisor, Consultant to Seniors and Their Families
Industry Financial Services
Experience
SafeAt65 2009 - Present
Daniel Loe & Associates 2007 - 2009
Allstate Financial Services, LLC April 2003 - December 2007
Strategic Financial Partners 2000 - 2003
The Sowers Group, Ltd. 1994 - 2000
Covenant Financial Services 1984 - 1994
The Principle Financial Group 1980 - 1984
Skills
Succession Planning, Insurance, Strategic Planning, Retirement Planning, Leadership, Microsoft Office, Coaching, Public Speaking, Life Insurance, Social Security Income..., Medicare Planning, Medicare Supplements..., Medicare Advantage Plans, Medicare Prescription..., Business Planning, Management Consulting, Team Building, Employee Benefits, Strategic Financial..., Leadership Development, Medicare, Small Business, Budgets, Training, Management, Business Analysis, Workshop Facilitation, Team Leadership, Recruiting, Process Improvement, Business Development, Sales, Program Management, Project Planning, Financial Planning
Education
The American College
Chartered Financial Consultant (ChFC), Financial Planning and Services
The American College
Chartered Life Underwriter (CLU), Estate and Business Planning
University of Alabama 1974 — 1977
Education
SafeAt65 2009 - Present
Daniel Loe & Associates 2007 - 2009
Allstate Financial Services, LLC April 2003 - December 2007
Strategic Financial Partners 2000 - 2003
The Sowers Group, Ltd. 1994 - 2000
Covenant Financial Services 1984 - 1994
The Principle Financial Group 1980 - 1984
Skills
Succession Planning, Insurance, Strategic Planning, Retirement Planning, Leadership, Microsoft Office, Coaching, Public Speaking, Life Insurance, Social Security Income..., Medicare Planning, Medicare Supplements..., Medicare Advantage Plans, Medicare Prescription..., Business Planning, Management Consulting, Team Building, Employee Benefits, Strategic Financial..., Leadership Development, Medicare, Small Business, Budgets, Training, Management, Business Analysis, Workshop Facilitation, Team Leadership, Recruiting, Process Improvement, Business Development, Sales, Program Management, Project Planning, Financial Planning
Education
The American College
Chartered Financial Consultant (ChFC), Financial Planning and Services
The American College
Chartered Life Underwriter (CLU), Estate and Business Planning
University of Alabama 1974 — 1977
Education
Richard Wooten's Strategic Financial Partners Experience June 2008 - August 2008
Job Experienced Business Professional
Industry Medical Devices
Experience
Amerit Fleet Solutions May 2014 - Present
Stryker September 2012 - January 2014
Stryker August 2011 - September 2012
Stryker June 2010 - August 2011
TrakLok August 2009 - November 2009
FTN Financial June 2009 - August 2009
Strategic Financial Partners June 2008 - August 2008
Carty & Co. Bond, Inc August 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Skills
Strategy, Leadership, Business Strategy, Marketing, Sales, Research, Data Analysis, Process Improvement, Change Management, Staff Development, Project Management, Recruiting, Strategic Planning, Cross-functional Team..., International Relations, Business Development, Self-starter, Relationship Management, Building Relationships, Success Driven, Competitive, Collaborative Problem..., Positivity, Lean Thinking, Positive Can-do Attitude, Positive Team Player, Investments
Education
Haslam College of Business at the University of Tennessee 2004 — 2009
MBA, Finance
Haslam College of Business at the University of Tennessee 2004 — 2008
BA, Finance & International Business
Amerit Fleet Solutions May 2014 - Present
Stryker September 2012 - January 2014
Stryker August 2011 - September 2012
Stryker June 2010 - August 2011
TrakLok August 2009 - November 2009
FTN Financial June 2009 - August 2009
Strategic Financial Partners June 2008 - August 2008
Carty & Co. Bond, Inc August 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Skills
Strategy, Leadership, Business Strategy, Marketing, Sales, Research, Data Analysis, Process Improvement, Change Management, Staff Development, Project Management, Recruiting, Strategic Planning, Cross-functional Team..., International Relations, Business Development, Self-starter, Relationship Management, Building Relationships, Success Driven, Competitive, Collaborative Problem..., Positivity, Lean Thinking, Positive Can-do Attitude, Positive Team Player, Investments
Education
Haslam College of Business at the University of Tennessee 2004 — 2009
MBA, Finance
Haslam College of Business at the University of Tennessee 2004 — 2008
BA, Finance & International Business
Andrea H. Syatt's Strategic Financial Partners Experience 2003 - 2006
Job Assistant Vice President,Bank of America, Legal Department
Industry Legal Services
Experience
Bank of America 2006 - Present
Strategic Financial Partners 2003 - 2006
Skills
eDiscovery (electronic..., Litigation, Litigation Support, Civil Litigation, Banking, Corporate Law, Trusts, Real Estate, Legal Research, Management, Mediation, Licensing, Mergers & Acquisitions, Commercial Litigation, Arbitration
Education
Suffolk Law School 1978 — 1981
Doctor of Law (J.D.), Cum Laude
Northeastern University 1973 — 1978
Bachelor's degree, Magna Cum Laude, Political Science and Government
Wilmington High School
High School, College Preparatory
Bank of America 2006 - Present
Strategic Financial Partners 2003 - 2006
Skills
eDiscovery (electronic..., Litigation, Litigation Support, Civil Litigation, Banking, Corporate Law, Trusts, Real Estate, Legal Research, Management, Mediation, Licensing, Mergers & Acquisitions, Commercial Litigation, Arbitration
Education
Suffolk Law School 1978 — 1981
Doctor of Law (J.D.), Cum Laude
Northeastern University 1973 — 1978
Bachelor's degree, Magna Cum Laude, Political Science and Government
Wilmington High School
High School, College Preparatory
Leah Alvanos's Strategic Financial Partners Experience July 2008 - September 2009
Job Independent Registered Financial Advisor
Industry Financial Services
Experience
Leah Alvanos October 2013 - Present
The Retirement Planning Co. of New England October 2009 - July 2013
Strategic Financial Partners July 2008 - September 2009
Skills
Retirement, Retirement Planning, Estate Planning, Insurance, Securities, Small Business, Portfolio Management, Strategic Financial..., Mutual Funds, Financial Planning, Wealth Management
Education
University of Massachusetts Boston
Education
Leah Alvanos October 2013 - Present
The Retirement Planning Co. of New England October 2009 - July 2013
Strategic Financial Partners July 2008 - September 2009
Skills
Retirement, Retirement Planning, Estate Planning, Insurance, Securities, Small Business, Portfolio Management, Strategic Financial..., Mutual Funds, Financial Planning, Wealth Management
Education
University of Massachusetts Boston
Education
Barbara McKinley-Welans's Strategic Financial Partners Experience December 2008 - December 2010
Job SelfEmployed Acctg/Benefits Consultant
Industry Management Consulting
Experience
New England Securities December 2008 - December 2010
Strategic Financial Partners December 2008 - December 2010
Beacon Interactive Systems August 2006 - April 2008
Beaver Builders, LLC January 1987 - December 2004
Skills
Life Insurance, Employee Benefits, Insurance, Retirement Planning, Asset Allocation, Disability Insurance, Wealth, Sales, Retirement, 401k, Succession Planning, Strategic Financial..., Mutual Funds, Investments
Education
Cambridge College 1994 — 1998
Master of Management, Organization Development
Bentley University 1982 — 1983
Accounting
Northeastern University 1980 — 1982
Business
New England Securities December 2008 - December 2010
Strategic Financial Partners December 2008 - December 2010
Beacon Interactive Systems August 2006 - April 2008
Beaver Builders, LLC January 1987 - December 2004
Skills
Life Insurance, Employee Benefits, Insurance, Retirement Planning, Asset Allocation, Disability Insurance, Wealth, Sales, Retirement, 401k, Succession Planning, Strategic Financial..., Mutual Funds, Investments
Education
Cambridge College 1994 — 1998
Master of Management, Organization Development
Bentley University 1982 — 1983
Accounting
Northeastern University 1980 — 1982
Business
Jerrad Bridgmon, AWMA®'s Strategic Financial Partners Experience November 2006 - Present
Job Internal Team Analyst at Strategic Financial Partners
Industry Financial Services
Experience
Strategic Financial Partners November 2006 - Present
Strategic Financial Partners 2000 - 2009
Skills
Investments, Insurance, Strategy, Retirement, Finance, Retirement Planning, Financial Analysis, Fixed Annuities, Series 7, 401k, Wealth Management, Uniform Combined State...
Education
Northern Arizona University 2005 — 2006
MBA, Finance & Database Management
Strategic Financial Partners November 2006 - Present
Strategic Financial Partners 2000 - 2009
Skills
Investments, Insurance, Strategy, Retirement, Finance, Retirement Planning, Financial Analysis, Fixed Annuities, Series 7, 401k, Wealth Management, Uniform Combined State...
Education
Northern Arizona University 2005 — 2006
MBA, Finance & Database Management
Armand Wilson's Strategic Financial Partners Experience May 2010 - August 2010
Job M&IB Associate at Royal Bank of Scotland
Industry Banking
Experience
Royal Bank of Scotland June 2011 - Present
Strategic Financial Partners May 2010 - August 2010
Phoros June 2009 - August 2009
Cone Heads Ice Cream 2007 - 2009
Wilson's BBQ 2004 - 2007
Skills
Financial Analysis, Financial Modeling, Banking, Corporate Finance, Finance, Microsoft Office, Capital Markets, Valuation, Management, Private Equity, Strategic Financial..., Risk Management, PowerPoint, Business Analysis, Fixed Income, Investment Banking, Equities, Bloomberg, Social Media, Investments
Education
Babson College 2007 — 2011
Finance, Strategic Management
The London School of Economics and Political Science (LSE) 2009 — 2009
Universidad de Granada 2009 — 2009
Spanish, Business
Avon Old Farms
Royal Bank of Scotland June 2011 - Present
Strategic Financial Partners May 2010 - August 2010
Phoros June 2009 - August 2009
Cone Heads Ice Cream 2007 - 2009
Wilson's BBQ 2004 - 2007
Skills
Financial Analysis, Financial Modeling, Banking, Corporate Finance, Finance, Microsoft Office, Capital Markets, Valuation, Management, Private Equity, Strategic Financial..., Risk Management, PowerPoint, Business Analysis, Fixed Income, Investment Banking, Equities, Bloomberg, Social Media, Investments
Education
Babson College 2007 — 2011
Finance, Strategic Management
The London School of Economics and Political Science (LSE) 2009 — 2009
Universidad de Granada 2009 — 2009
Spanish, Business
Avon Old Farms
Matt Kenney's Strategic Financial Partners Experience March 2009 - July 2009
Job US Client Support Senior Manager at Nasdaq
Industry Financial Services
Experience
Nasdaq April 2015 - Present
NASDAQ OMX September 2009 - Present
Strategic Financial Partners March 2009 - July 2009
Skills
Asset Allocation, Equities, Securities, Capital Markets, Financial Markets, Investments, Series 7, Derivatives, Fixed Income, Mutual Funds, Financial Analysis
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
BA, Business Admn Marketing
The Gilbert School 2000 — 2004
High School
Nasdaq April 2015 - Present
NASDAQ OMX September 2009 - Present
Strategic Financial Partners March 2009 - July 2009
Skills
Asset Allocation, Equities, Securities, Capital Markets, Financial Markets, Investments, Series 7, Derivatives, Fixed Income, Mutual Funds, Financial Analysis
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
BA, Business Admn Marketing
The Gilbert School 2000 — 2004
High School
Clint Cooper's Strategic Financial Partners Experience 2005 - 2007
Job Owner at Redeemers Group, INC.
Industry Renewables & Environment
Experience
Redeemers Group, INC. November 2007 - Present
Strategic Financial Partners 2005 - 2007
Boy Scouts of America / Middle TN Council 2002 - 2004
United States Marine Corps Reserves 1996 - 2004
Skills
Long Range Planning, Strategic Communications, Team Leadership, Team Building, Leadership, Marketing Strategy, Strategic Planning, New Business Development, Fundraising, Public Speaking, Business Development, Public Relations, Leadership Development, Advertising, Customer Service, Event Planning, Small Business, Contract Negotiation, Sales, Sales Management
Education
Middle Tennessee State University 2001 — 2002
Bachelor's degree, Agricultural Business and Management
Volunteer State Community College 1999 — 2000
Hendersonville High School 1992 — 1994
High School Diploma
Redeemers Group, INC. November 2007 - Present
Strategic Financial Partners 2005 - 2007
Boy Scouts of America / Middle TN Council 2002 - 2004
United States Marine Corps Reserves 1996 - 2004
Skills
Long Range Planning, Strategic Communications, Team Leadership, Team Building, Leadership, Marketing Strategy, Strategic Planning, New Business Development, Fundraising, Public Speaking, Business Development, Public Relations, Leadership Development, Advertising, Customer Service, Event Planning, Small Business, Contract Negotiation, Sales, Sales Management
Education
Middle Tennessee State University 2001 — 2002
Bachelor's degree, Agricultural Business and Management
Volunteer State Community College 1999 — 2000
Hendersonville High School 1992 — 1994
High School Diploma
William Tao's Strategic Financial Partners Experience January 2008 - June 2008
Job Senior Associate, Healthcare Mergers and Acquisitions
Industry Investment Banking
Experience
Provident Healthcare Partners, LLC June 2008 - October 2014
Strategic Financial Partners January 2008 - June 2008
Wave2 Media Solutions Ltd March 2007 - June 2008
Skills
Mergers & Acquisitions, Investments, Private Equity
Education
Bentley University 2006 — 2009
BSc (Honors), Finance and Law
Provident Healthcare Partners, LLC June 2008 - October 2014
Strategic Financial Partners January 2008 - June 2008
Wave2 Media Solutions Ltd March 2007 - June 2008
Skills
Mergers & Acquisitions, Investments, Private Equity
Education
Bentley University 2006 — 2009
BSc (Honors), Finance and Law
Cassie Marques's Strategic Financial Partners Experience May 2006 - Present
Job Registered Representative Strategic Financial Partners
Industry Financial Services
Experience
Young Professionals Group -Pueblo September 2009 - Present
Mt. Carmel Parish February 2009 - Present
Strategic Financial Partners May 2006 - Present
Education
Colorado College 2004 — 2008
BA, Economics
Young Professionals Group -Pueblo September 2009 - Present
Mt. Carmel Parish February 2009 - Present
Strategic Financial Partners May 2006 - Present
Education
Colorado College 2004 — 2008
BA, Economics
Naomi St. John's Strategic Financial Partners Experience 2005 - 2006
Job Accounting at STORServer
Industry Information Technology and Services
Experience
STORServer March 2008 - Present
T Rowe Price 2008 - 2009
Strategic Financial Partners 2005 - 2006
New Horizons Computer Learning Centers 1997 - 2000
AT&T 1985 - 1994
Skills
Solution Selling, Sales, Human Resources, Account Management, Strategic Planning, Storage, Enterprise Software, New Business Development, Enterprise Storage, Strategic Alliances, Salesforce.com, Direct Sales, CRM
Education
University of Denver 1986 — 1988
Masters, Business Communication
Concordia College 1982 — 1984
B.A., Business Admin.
Waldorf College 1980 — 1982
AA, Math, music
STORServer March 2008 - Present
T Rowe Price 2008 - 2009
Strategic Financial Partners 2005 - 2006
New Horizons Computer Learning Centers 1997 - 2000
AT&T 1985 - 1994
Skills
Solution Selling, Sales, Human Resources, Account Management, Strategic Planning, Storage, Enterprise Software, New Business Development, Enterprise Storage, Strategic Alliances, Salesforce.com, Direct Sales, CRM
Education
University of Denver 1986 — 1988
Masters, Business Communication
Concordia College 1982 — 1984
B.A., Business Admin.
Waldorf College 1980 — 1982
AA, Math, music
Estefania Ladner's Strategic Financial Partners Experience May 2008 - September 2008
Job Senior Tax Analyst at Massachusetts Department of Revenue
Industry Financial Services
Experience
Massachusetts Department of Revenue October 2014 - Present
Suffolk Downs Racetrack June 2007 - Present
Barton Associates Inc. April 2014 - October 2014
BNY Mellon July 2013 - March 2014
BNY Mellon April 2012 - June 2013
State Street August 2010 - March 2012
Strategic Financial Partners May 2008 - September 2008
Skills
Spanish, German, Microsoft Office, Accounting, English, Management, Mutual Funds, Microsoft Excel, PowerPoint, Customer Service, Outlook, Marketing, Microsoft Word, Financial Analysis, Investments, Recruiting, Securities, Financial Services, 401k, Risk Management, Bloomberg, Swaps, Dividends, Bloomberg Terminal, Salsa, Human Resources, Pole Dancing, Corporate Actions
Education
University of Massachusetts Boston 2006 — 2010
BA, International Business/ Economics
University of Virginia 2008 — 2008
College Credits, Semester at Sea Program
Massachusetts Department of Revenue October 2014 - Present
Suffolk Downs Racetrack June 2007 - Present
Barton Associates Inc. April 2014 - October 2014
BNY Mellon July 2013 - March 2014
BNY Mellon April 2012 - June 2013
State Street August 2010 - March 2012
Strategic Financial Partners May 2008 - September 2008
Skills
Spanish, German, Microsoft Office, Accounting, English, Management, Mutual Funds, Microsoft Excel, PowerPoint, Customer Service, Outlook, Marketing, Microsoft Word, Financial Analysis, Investments, Recruiting, Securities, Financial Services, 401k, Risk Management, Bloomberg, Swaps, Dividends, Bloomberg Terminal, Salsa, Human Resources, Pole Dancing, Corporate Actions
Education
University of Massachusetts Boston 2006 — 2010
BA, International Business/ Economics
University of Virginia 2008 — 2008
College Credits, Semester at Sea Program
Shirley Colvard's Strategic Financial Partners Experience 2005 - 2009
Job Director of Community Relations at MorningStar at Mountain Shadows
Industry Hospital & Health Care
Experience
MorningStar at Mountain Shadows February 2013 - Present
Brookdale Senior Living May 2009 - February 2013
Strategic Financial Partners 2005 - 2009
Skills
Elder Care, Home Care, Retirement Homes, Nonprofits, Seniors, Long-term Care, Medicare, Healthcare, Marketing, Public Speaking, Strategic Planning, Community Outreach, Healthcare Industry, Alzheimer's disease, Compassion, Healthcare Management, Independent Living, Patient Advocacy, Social Services, Small Business, Program Development, Physician Relations, Managed Care, Hospitals, Healthcare Information..., Healthcare Consulting, Case Managment
Education
Zionsville Community Schools 1963 — 1975
Indiana University Bloomington
Marketing/Marketing Management, General
MorningStar at Mountain Shadows February 2013 - Present
Brookdale Senior Living May 2009 - February 2013
Strategic Financial Partners 2005 - 2009
Skills
Elder Care, Home Care, Retirement Homes, Nonprofits, Seniors, Long-term Care, Medicare, Healthcare, Marketing, Public Speaking, Strategic Planning, Community Outreach, Healthcare Industry, Alzheimer's disease, Compassion, Healthcare Management, Independent Living, Patient Advocacy, Social Services, Small Business, Program Development, Physician Relations, Managed Care, Hospitals, Healthcare Information..., Healthcare Consulting, Case Managment
Education
Zionsville Community Schools 1963 — 1975
Indiana University Bloomington
Marketing/Marketing Management, General
Clive Yeo's Strategic Financial Partners Experience January 2004 - January 2004
Job Credit Analyst II at Synovus Financial
Industry Banking
Experience
Synovus Financial May 2007 - Present
First Commercial Bank June 2006 - May 2007
First Commercial Bank March 2005 - June 2006
First Commercial Bank September 2004 - March 2005
Strategic Financial Partners January 2004 - January 2004
Education
Samford University 2001 — 2004
B.S., Business Administration/Finance
Synovus Financial May 2007 - Present
First Commercial Bank June 2006 - May 2007
First Commercial Bank March 2005 - June 2006
First Commercial Bank September 2004 - March 2005
Strategic Financial Partners January 2004 - January 2004
Education
Samford University 2001 — 2004
B.S., Business Administration/Finance
Barbara Pelletier's Strategic Financial Partners Experience November 2002 - November 2010
Job Successful Business Manager, Dedicated Executive Assistant experienced in a wide range of industries.
Industry Financial Services
Experience
Strategic Financial Partners November 2002 - November 2010
Strategic Financial Partners 1998 - 2002
Biersdorf-Jobst, Inc. 1996 - 1997
WebQuill Internet Services 1994 - 1996
Merritt Group Marketing and Sales Promotion 1983 - 1994
Smithtown Public Schools, Smithtown, NY 1980 - 1983
Kindley Air Force Base, Bermuda 1969 - 1970
Education
University of Massachusetts Lowell 1966 — 1969
Education
Strategic Financial Partners November 2002 - November 2010
Strategic Financial Partners 1998 - 2002
Biersdorf-Jobst, Inc. 1996 - 1997
WebQuill Internet Services 1994 - 1996
Merritt Group Marketing and Sales Promotion 1983 - 1994
Smithtown Public Schools, Smithtown, NY 1980 - 1983
Kindley Air Force Base, Bermuda 1969 - 1970
Education
University of Massachusetts Lowell 1966 — 1969
Education
Anisha Eckert's Strategic Financial Partners Experience August 2012 - January 2013
Job Intern at JMAgov
Industry Information Technology and Services
Experience
JMAgov March 2013 - Present
Strategic Financial Partners August 2012 - January 2013
CVS Pharmacy March 2008 - January 2013
Skills
Flexibility, Time Management, Positive Team Player, Adaptability, Social Media, Social Media Marketing, Photoshop, Illustrator, Microsoft Office, Problem Solving, Creative Writing, Creative Solutions, Writing, Technical Writing, Research, Communication, Web Design, Web Development, Creative Marketer, Marketing, Public Relations, Customer Service, Report Writing
Education
University of Missouri-Kansas City 2009 — 2013
Bachelor of Science (BS), English Language and Literature, General
St. Thomas Aquinas High School 2006 — 2009
JMAgov March 2013 - Present
Strategic Financial Partners August 2012 - January 2013
CVS Pharmacy March 2008 - January 2013
Skills
Flexibility, Time Management, Positive Team Player, Adaptability, Social Media, Social Media Marketing, Photoshop, Illustrator, Microsoft Office, Problem Solving, Creative Writing, Creative Solutions, Writing, Technical Writing, Research, Communication, Web Design, Web Development, Creative Marketer, Marketing, Public Relations, Customer Service, Report Writing
Education
University of Missouri-Kansas City 2009 — 2013
Bachelor of Science (BS), English Language and Literature, General
St. Thomas Aquinas High School 2006 — 2009
Rachel Wohlfarth's Strategic Financial Partners Experience March 2010 - December 2012
Job Vice President and Legal Counsel at RBM Venture Company
Industry Legal Services
Experience
RBM Venture Company September 2013 - Present
Self-employed January 2013 - September 2013
Strategic Financial Partners March 2010 - December 2012
Evans & Petree PC September 2008 - August 2009
Education
The University of Memphis—Cecil C. Humphreys School of Law 2009 — 2012
Doctor of Law (JD)
The University of Memphis 2006 — 2008
Bachelor of Arts (BA), International Relations and Affairs
RBM Venture Company September 2013 - Present
Self-employed January 2013 - September 2013
Strategic Financial Partners March 2010 - December 2012
Evans & Petree PC September 2008 - August 2009
Education
The University of Memphis—Cecil C. Humphreys School of Law 2009 — 2012
Doctor of Law (JD)
The University of Memphis 2006 — 2008
Bachelor of Arts (BA), International Relations and Affairs
Joel Malick's Strategic Financial Partners Experience January 2004 - Present
Job Financial Advisor at Strategic Financial Partners
Industry Financial Services
Experience
Strategic Financial Partners January 2004 - Present
New England Securities June 2001 - December 2003
Skills
Asset Management, Personal Financial..., 403 b, Investment Advisory, Estate Planning, Qualified Retirement..., Retirement Planning, 401k, Social Security, Cash Flow Forecasting
Education
Seattle Pacific University 1998 — 2001
Bachelor's degree in Business Administration and Finance, Finance, General
Missouri State University 1997 — 1998
Strategic Financial Partners January 2004 - Present
New England Securities June 2001 - December 2003
Skills
Asset Management, Personal Financial..., 403 b, Investment Advisory, Estate Planning, Qualified Retirement..., Retirement Planning, 401k, Social Security, Cash Flow Forecasting
Education
Seattle Pacific University 1998 — 2001
Bachelor's degree in Business Administration and Finance, Finance, General
Missouri State University 1997 — 1998