TCI Wealth Advisors, Inc.
Address: 4757 Caughlin Pkwy Suite B, Reno, NV 89519 Phone: (775) 746-6255Category: : : Hours: : Website: Place name: : : : Website: http://tciwealth.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of TCI Wealth Advisors, Inc Posting publicly on the Web Write a review Reviews Be the first to review
TCI Wealth Advisors, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TCI Wealth Advisors, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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TCI Wealth Advisors, Inc. Employees
Open Window Financial Solutions, Ltd. December 2013 - Present
TCI Wealth Advisors, Inc. December 2004 - November 2013
Plumas Bank October 2003 - December 2004
Linsco/Private Ledger October 2002 - October 2003
RINET Company, LLC October 2001 - June 2002
Education
University of Colorado Boulder 1995 — 1999
Bachelor of Science (BS) in Businesss Administration, Finance, Cum Laude
Kaplan University
CFP Professional Education Program
Tucson CFA Society 2015 - Present
Brueggeman and Johnson Yeanoplos, P.C. March 2011 - Present
Tucson CFA Society 2013 - 2014
TCI Wealth Advisors, Inc. March 2009 - December 2009
Skills
Business Valuation, Valuation, Financial Analysis, Finance, Mergers & Acquisitions, Investments, Microsoft Office, Financial Modeling, Portfolio Management, Microsoft Excel, Asset Management, Financial Planning, Microsoft Word
Education
University of Arizona, Eller College of Management 2015 — 2016
Master's of Science, Finance
University of Arizona, Eller College of Management 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Semester at Sea 2008 — 2008
Sabino High School
Sabino High School
TCI Wealth Advisors, Inc. July 2014 - Present
TagLine Media Group June 2010 - July 2014
Risky Business January 1999 - July 2014
Petite Pea Catering November 2009 - March 2010
Pei Wei Asian Diner May 2007 - September 2009
Education
Pima Community College 1995 — 1997
TCI Wealth Advisors, Inc. January 2015 - Present
TCI Wealth Advisors, Inc. June 2008 - December 2014
UniSource Energy Corporation May 1989 - June 2006
Education
Southern Methodist University 1984 — 1987
Juris Doctor, Law
Hillsdale College 1976 — 1980
Bachelor of Arts, English
TCI Wealth Advisors, Inc. January 2015 - Present
TCI Wealth Advisors, Inc. October 2010 - Present
First Western Trust Bank September 2006 - September 2010
Reber/Russell Company January 1999 - September 2006
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Asset Management, Investment Advisory, Financial Planning, Mutual Funds, Retirement Planning, Estate Planning
Education
University of San Diego 1981 — 1981
Emphasis Estates, Trusts & Wills, Paralegal Degree
Colorado State University 1977 — 1981
BA, Economics
TCI Wealth Advisors, Inc. July 2014 - Present
Catering By Design August 2013 - July 2014
Ben's Underground April 2012 - May 2013
Thornager's Catering May 2012 - August 2012
Thornager's Catering 2010 - 2012
Skills
Marketing, Facebook, Catering, Editing, Social Media, Data Analysis, Microsoft Office, Hospitality Industry, Food & Beverage, Customer Service, Food, Restaurants
Education
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (BA), Business, Organizations, & Society
TCI Wealth Advisors, Inc. September 2015 - Present
Dickey & Associate, PLLC July 2014 - September 2015
Joel's Mobile - Tucson Auto Detailing & Powerwashing January 2010 - July 2014
Computer Programming Unlimited August 2009 - May 2011
Century 21 February 2004 - August 2009
Skills
Leadership, Customer Service, Small Business, Team Leadership, Social Media Marketing, Team Building, Social Networking, Entrepreneurship, Selling, Marketing, Budgets, Contract Negotiation, Training, Sales, Online Marketing, Start-ups, Negotiation, Advertising, Public Speaking, Business Planning
Education
Brigham Young University 1983 — 1988
Bachelor of Science (BS), PE-Dance
TCI Wealth Advisors, Inc. September 1999 - Present
Thomas Davis Medical Clinic May 1991 - May 1997
Education
Arizona State University - W. P. Carey School of Business 1997 — 1999
MBA
University of Arizona College of Medicine – Tucson 1982 — 1986
MD, Medicine
Stanford University 1978 — 1982
BS, Biology
TCI Wealth Advisors, Inc. July 2011 - Present
Skills
Software Proficiency, Writing, Creative Problem Solving, Asset Allocation, Portfolio Management, Investments, Mutual Funds, Retirement Planning, Financial Advisory, Retirement, Trading, Financial Services
Education
University of Arizona 2007 — 2011
BS, Finance - Eller College of Management
University of Arizona, Eller College of Management 2007 — 2011
BS, Finance
Excelsior Youth Center August 2014 - Present
TCI Wealth Advisors, Inc. October 2010 - Present
First Western Trust Bank September 2006 - September 2010
Reber/Russell Co. August 1998 - September 2006
Deloitte & Touche 1984 - 1990
Skills
Wealth Management, Financial Planning, Investments, Strategic Financial..., Wealth, Financial Advisory, Retirement Planning, Personal Tax Planning, Asset Allocation, Tax, Estate Planning, Asset Management, Investment Advisory, Retirement, Alternative Investments, Investment Strategies, Mutual Funds, Portfolio Management, Wealth Management..., Investment Management
Education
Lafayette College 1980 — 1984
BA, Economics & Business
Goldman Sachs July 2015 - Present
Connect January 2015 - Present
NCAA 2011 - 2015
Goldman Sachs June 2014 - August 2014
Morgan Stanley January 2014 - March 2014
Morgan Stanley June 2013 - August 2013
TCI Wealth Advisors, Inc. June 2012 - August 2012
Skills
Research, Microsoft Excel, Economics, Analysis, Microsoft Office, Editing, Social Media, Public Speaking, Microsoft Word, Data Analysis, Time Management, Spanish, PowerPoint, Social Networking, Coaching, Stata, Photoshop, Java, Event Planning, Market Research, Statistics, Valuation, Financial Modeling, Financial Analysis, Financial Statement..., Python, M&A Modeling, Leveraged Finance
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Economics, summa cum laude
TCI Wealth Advisors, Inc. March 2008 - Present
Charles Schwab & Co., Inc March 1997 - March 2008
Skills
Wealth Management, Financial Advisory, Investments, Retirement, Estate Planning, Financial Planners, Finance, Wealth, Risk Management, Portfolio Management, Asset Management, Financial Modeling, Investment Advisory, Mutual Funds, Strategic Financial..., Investment Strategies, Asset Allocation, Retirement Planning
Education
Arizona State University - W. P. Carey School of Business 1993 — 1997
Bachelor of Science, Marketing
Arizona State University - W. P. Carey School of Business 1993 — 1997
Bachelor’s Degree, Finance
TCI Wealth Advisors, Inc. September 2014 - Present
Salon Platinum July 2007 - Present
Skills
Customer Service, Financial Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Time Management, Social Media, Teamwork
Education
International Academy of Style 2006 — 2007
Cosmetology, Cosmetology and Related Personal Grooming Services
Reno High School 2002 — 2006
Thomas Law Group P.C. May 2014 - August 2014
IMG UCLA May 2011 - December 2011
Trico Electric Coopertive Inc. May 2010 - August 2010
TCI Wealth Advisors, Inc. May 2010 - August 2010
Skills
Legal Issues, Copyright Law, Mediation, Trademarks, Constitutional Law, Microsoft Office, Legal Writing, Public Speaking, Microsoft Excel
Education
Thomas Jefferson School of Law 2012 — 2015
Loyola Marymount University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Law
TCI Wealth Advisors, Inc. February 2015 - Present
TCI Wealth Advisors, Inc. January 2011 - Present
TCI Wealth Advisors, Inc. August 1999 - Present
AQN Advisors, Inc. June 2005 - January 2008
Skills
Financial Planning, Retirement Planning, Wealth Management, Investments, Portfolio Management, Mutual Funds, Asset Management, Strategic Planning, Investment Advisory, Asset Allocation, Strategic Financial..., Estate Planning, Financial Advisory, Wealth, Asset Managment, Small Business, Retirement, Equities, Personal Finance, Operations Management, Technology Management, Public Speaking, Marketing Communications
Education
California State University-Sacramento 1988 — 1992
B.A., Education
University of Southern California
TCI Wealth Advisors, Inc. January 2009 - Present
TCI Wealth Advisors, Inc. October 2006 - December 2008
Skills
Asset Allocation, Portfolio Management, Wealth Management, Mutual Funds, Investment Advisory, Asset Management, Investments, Retirement Planning, Retirement, Wealth, Estate Planning, Management, Strategic Financial...
Education
Grand Canyon University
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.98 GPA
Northern Arizona University
Bachelor’s Degree, B.S. Elementary Education
University of Arizona
Interactive Data June 2015 - August 2015
TCI Wealth Advisors, Inc. February 2015 - May 2015
Universum August 2014 - November 2014
ES3 May 2014 - August 2014
Cabot Corporation June 2014 - June 2014
Greater Gardner Chamber of Commerce September 2010 - May 2011
Skills
Marketing, Social Media, Analysis, Leadership, Recruiting, Microsoft Office, Teamwork, Time Management, Strategic Planning, Marketing Strategy, Collaboration, Microsoft Excel, PowerPoint, Microsoft Word, Social Networking, Management, Event Planning, Finance, Financial Education, Economic Research, Market Research, Strategy
Education
University of Arizona 2012 — 2015
Bachelor’s Degree, Economics
University of New Hampshire -- Peter T. Paul College of Business and Economics 2011 — 2012
TCI Wealth Advisors, Inc. June 2008 - Present
Automatic Transmission Center March 2005 - June 2008
Skills
Internal Accounting, Managing Employee..., Client Billing, Financial Reporting
Education
Northern Arizona University 2009 — 2012
Bachelor of Business Administration (B.B.A.) Emphasis in Business Management, Business Administration and Management, General
Weber State University 2004 — 2008
TCI Wealth Advisors, Inc. 2008 - Present
Compass Insurance, Inc. 2006 - 2008
Hank Peck & Associates, Inc. 1996 - 2006
Skills
Investment Advisory, Financial Advisory, Investment Management, Financial Planners, Asset Allocation, Retirement Planning, Wealth Management
Education
Northern Arizona University
B.S.
TCI Wealth Advisors, Inc. March 2015 - Present
BMO Private Bank March 1994 - March 2015
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Investment Management, Equities, Asset Management, High Net Worth..., Alternative Investments, Investment Advisory, Mutual Funds, Private Banking, Wealth Management..., Banking, Investment Strategies, Series 7
Education
University of Arizona, Eller College of Management
BSBA, Finance, Real Estate
UPS July 2015 - Present
UPS May 2014 - July 2015
UPS March 2011 - May 2014
Enterprise Car Sales November 2009 - March 2011
Enterprise Rent-A-Car September 2009 - November 2009
Enterprise Rent-A-Car September 2008 - September 2009
Circuit City November 2006 - August 2008
TCI Wealth Advisors, Inc. June 2007 - August 2007
Jim Click Automotive Group May 2003 - August 2003
Skills
Cold Calling, Sales, Account Management, Sales Process, Management, Solution Selling, Business Development, Lead Generation, Business Strategy, Territory..., Data Analysis, Microsoft Excel, New Business Development, Logistics, Enterprise Software, B2B
Education
Trinity University 2002 — 2008
BS, Finance, Economics
Vanderbilt University 2006 — 2007
Economics
TCI Wealth Advisors, Inc. July 2008 - Present
TCI Wealth Advisors, Inc. January 2006 - July 2008
Friendly Capital August 2004 - December 2005
Education
College for Financial Planning 2010 — 2011
Registered Paraplanner
TCI Wealth Advisors, Inc. October 2015 - Present
Tigress Financial Partners September 2015 - Present
Red Rock Community Village May 2014 - September 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Research, Customer Service, Management, Public Speaking, English, Teamwork, Time Management, Team Leadership, Windows
Education
University of Arizona 2014 — 2018
BSBA, Finance, 4.0