The Aegis Group
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The Aegis Group Employees
Aegis Wealth Advisors August 2005 - Present
The Aegis Group May 1992 - August 2005
Independent Insurance Agent May 1989 - May 1992
Skills
Strategic Financial..., Financial Advisory, Wealth, Portfolio Management, Fixed Annuities, Retirement Planning, Wealth Accumulation, Wealth Management..., Strategy, Investment Management, Financial Planners, Fixed Income, Finance, Life Insurance, Equity Research, Investment Strategies, Personal Finance, Mutual Funds, Small Business, Investment Advisory, 401k, Trusts, Financial Services, Asset Allocation, Long-term Care, Private Wealth..., Financial Planning, Charitable Giving..., Wealth Transfer, Wealth Preservation..., Asset Management, Series 7, Estate Tax Planning, Series 63, Alternative Investments, Management, Securities, Tax, Strategic Partnerships, IRAs, Employee Benefits, Long Term Care Insurance, Bonds, Disability Insurance, Term Life Insurance, Relationship Management, Risk Management, 401k Rollovers, High Net Worth..., Insurance
Education
NASD/Series 65 1998 — 2015
Series 65 License, Investment Advisory
International Association of Registered Financial Consultants 1995 — 2015
RFC, Financial Planning & Wealth Management
State of Wisconsin Department of Insurance 1989 — 2015
Health and Life Insurance License
College for Financial Planning 2007 — 2009
Accredited Wealth Management Advisor
NASD/Series 6 & 63 1994 — 2005
Series 6 & 63, Investment Management
University of Wisconsin-Milwaukee 1975 — 1979
Bachelor's Degree, Criminal Justice & School of Business
Blueprint Networx September 2014 - Present
Shimee April 2001 - Present
EZQ Insurance September 2013 - October 2014
Currvi March 2012 - October 2014
TeXchange June 2013 - April 2014
United Surgical Partners International, Inc May 1999 - June 2013
The Aegis Group October 1996 - May 1999
Learning Path October 1995 - October 1996
Project Seed July 1989 - July 1995
Skills
Strategy, SDLC, Software Development, Leadership, Cross-functional Team..., Databases, Business Process, Enterprise Software, Management, Microsoft SQL Server, Consulting, Networking, Integration, Project Management, Cloud Computing, Entrepreneurship, Web Development, Business Intelligence, Business Planning, SaaS, Agile Methodologies, Disaster Recovery, Team Building, Start-ups, Software Project..., Web Design, Vendor Management, Business Analysis, Process Improvement, IT Strategy, E-commerce, Information Technology, Online Business..., HTML 5, JavaScript, Web Applications, C#, Responsive Web Design, CSS3, Process Management, Enterprise Architecture, Business Performance..., Team Leadership, .NET, XML, IT Management, Database Design, ASP.NET MVC, Strategic Planning, PhoneGap
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Business Administration and Management, General
Kenyon College 1985 — 1989
BA, Mathematics
J.Hilburn Men's Clothier December 2012 - Present
The Wendy's Company October 2011 - March 2012
Enterprise Holdings August 1990 - February 1999
The Aegis Group May 1989 - August 1990
Skills
Marketing, Public Relations, Training, Leadership, Recruiting, Non-profits, Start-ups, Product Marketing, Business Development, Branding & Identity, Marketing Communications, Program Development, Sales, Social Networking, Interviews, Retail, Fashion, Customer Service, Apparel, Small Business, Human Resources, Nonprofits
Education
Hollins University 1985 — 1989
BA, English
Self 2007 - Present
The Aegis Group 1990 - 1992
Skills
Research, Public Speaking, Editing, Higher Education, Nonprofits, Writing, Community Outreach, Leadership, Fundraising, Volunteer Management, Event Planning
Education
Kennesaw State University
Integrative Studies, Military History, Summa cum laude
The University of Georgia
European History
Humanovation 2004 - Present
Fletcher Law Offices 1998 - 2004
The Aegis Group 1995 - 1998
US Army 1985 - 1988
Skills
Civil Litigation, Trademarks, Copyright Law
Education
Harvard Law School 2001 — 2001
Berkman Center For Internet & Society, Internet Law Program
UNH School of Law 2000 — 2001
Master of Laws (LL.M.), Intellectual Property Law
Western State University College of Law 1991 — 1994
Doctor of Law (JD)
360° Real Estate Analytics August 2013 - Present
Metrostudy Central Texas Region January 2003 - January 2013
Metrostudy Central Texas Region July 1996 - January 2003
The Aegis Group July 1986 - July 1996
R. Robinson & Associates January 1985 - July 1986
Education
The University of Texas at Austin 1980 — 1984
Bachelor of Business Administration, Finance
Cogent Energy Solutions October 2014 - Present
TS Distributors, Inc. January 2012 - August 2014
Landmark Aviation June 2010 - January 2012
DRD OPERATING COMPANY March 2008 - May 2010
The Aegis Group January 2001 - January 2007
CAPSTAR Commercial Real Estate Services 2001 - 2002
Price Edwards & Company 2000 - 2001
Skills
Accounts Receivable, Accounts Payable, Payroll, Accounting, Account Reconciliation, Human Resources, Invoicing, Management, Budgets, Mergers & Acquisitions, Analysis, Training, Benefits Administration, Bank Reconciliation, Employee Benefits, Financial Reporting, Financial Statements, Recruiting, Leadership, Customer Service, Sales, Microsoft Excel, QuickBooks, Journal Entries, Policy, Employee Training, Variance Analysis, Sarbanes-Oxley Act, Finance, Hyperion Enterprise, Internal Controls, General Ledger, Forecasting, Strategic HR, Oil & Gas Accounting, Auditing, Network Administration, Help Desk Support, Epicor Prophet 21, Sage Timberline Office, Financial Analysis
Education
Penn State University 2007 — 2015
Bachelor’s Degree, Law & Society
Stephen F. Austin State University 1997 — 1998
Accela, Inc. ConsultantInfor2006 - 2008
Hansen Technologies 2006 - 2008
Clear Channel 2001 - 2004
Mad Dog Design & Construction Co. 1991 - 2001
The Aegis Group 1994 - 1997
Skills
Management, Leadership, Contract Negotiation, Business Analysis, Enterprise Software, Business Intelligence, Requirements Analysis, Software Project..., Software Implementation, Business Process, Agile Methodologies, Business Process..., Professional Services, Integration, Program Management, Microsoft SQL Server, SQL, Cloud Computing, Management Consulting, ERP, Enterprise Architecture, SharePoint, Databases, IT Strategy, IT Management, Project Portfolio..., Vendor Management, Software Development, CRM
Education
Oral Roberts University
Bachelor of Science, Business Administration, French, German, Spanish
Morningstar Counseling January 2013 - Present
Human Services Advisory Council 2008 - Present
The Aegis Group 2004 - January 2013
Center for Relational Success 2004 - January 2013
Professionals Resource Network 2006 - 2011
Charlotte Behavioral Health Care 1994 - 2009
Family Emergency Treatment Center 1998 - 2004
Charlotte Behavioral Health Care 1996 - 1998
Charlotte Behavioral Health Care 1994 - 1996
Skills
Non-profit..., Psychotherapy, Community Outreach, Public Speaking, Teaching, Staff Development, Time Management, Grant Writing, Healthcare, Crisis Intervention, Family Therapy, Mental Health, Group Therapy, Treatment, Leadership, Nonprofits, Interventions, Non-profits, Public Relations, Social Services, Fundraising, Psychology, Adolescents, Program Development, Mental Health Counseling, Case Managment, Clinical Research, Counseling Psychology, Leadership Development, Policy, Hospitals, Community Development, Career Counseling, Behavioral Health, Case Management, Grants, Philanthropy, Stress Management, Board Development, Conflict Resolution, Motivational..., CBT, Psychiatry, Anger Management, Clinical Supervision, Mindfulness
Education
Leadership Sarasota 2000 — 2010
The Ohio State University 1988 — 1991
MSW, Clinical Practice
Denison University 1974 — 1978
BMus, Music Performance
The Aegis Group January 2007 - Present
Wachovia Bank November 1994 - January 2007
Education
University of Rhode Island 1977 — 1981
BA / Cum Laude, Business/Economics
Quality Manufacturin Services, Inc March 2012 - Present
Ross Lipsker, Consultant January 2008 - Present
Perminova 2009 - 2011
The Aegis Group May 2004 - February 2010
Western State University College of Law (renamed Thomas Jefferson Law School in 1992) 1972 - 1989
Education
Temple University - James E. Beasley School of Law 1966 — 1969
Doctor of Law (JD), Law
Temple University 1962 — 1966
Bachelor of Arts (BA), Communication
The Aegis Group, LLC July 2015 - Present
Retired and enjoying Life. May 2015 - Present
Nancy of all Trades October 2013 - Present
The Big House Foundation/The Allman Brothers Band Museum June 2014 - December 2014
HANDY ANDY HOME WAREHOUSE November 2007 - February 2013
AVERY GALLERY January 2005 - January 2006
SEDGEFIELD INTERIOR LANDSCAPES, INC. June 2004 - September 2004
THORNTON'S LAWN MAINTENANCE April 2003 - December 2003
CENTER FOR AGRIBUSINESS AND ECONOMIC DEVELOPMENT/UGA June 2000 - February 2003
THE AEGIS GROUP January 1999 - May 2000
Skills
CAN TYPE 40 WPM., INTERMEDIATE KNOWLEDGE..., EXCELLENT VERBAL,..., EXCELLENT ANALYTICAL..., HELD A TOP SECRET..., PUBLISHED IN..., EXCELLENT EVENT..., Accounts Receivable, Accounts Payable, Agriculture, Office Management, Office Administration, Research, Technical Writing, Report Writing, Reporting & Analysis, Human Resources, Time Management, Payroll, Policy
Education
The University of Georgia 1984 — 1990
BS and MS Degrees, Agricultural Economics, 3.0