The Botsford Group
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The Botsford Group Employees
Employee
Years
Job
Industry
Wesley Pingelton CFA, CFP Wesley Pingelton CFA, CFP's The Botsford Group Experience January 2003 - November 2009
Job Financial Planner at FullCircle Wealth
Industry Financial Services
Experience
FullCircle Wealth November 2011 - Present
Robinson Financial Group November 2009 - November 2011
The Botsford Group January 2003 - November 2009
Skills
Series 7, Retirement Planning, Series 63, Series 65, Wealth Management, Investment Advisory, Strategic Financial..., Investments, Retirement, Securities, Asset Allocation, Alternative Investments, Mutual Funds, Estate Planning, Wealth Management...
Education
Oklahoma State University 1998 — 2002
B.A., Finance
FullCircle Wealth November 2011 - Present
Robinson Financial Group November 2009 - November 2011
The Botsford Group January 2003 - November 2009
Skills
Series 7, Retirement Planning, Series 63, Series 65, Wealth Management, Investment Advisory, Strategic Financial..., Investments, Retirement, Securities, Asset Allocation, Alternative Investments, Mutual Funds, Estate Planning, Wealth Management...
Education
Oklahoma State University 1998 — 2002
B.A., Finance
Dan Drummond Dan Drummond's The Botsford Group Experience May 2013 - November 2013
Job Financial Advisor at Smith Anglin Financial
Industry Financial Services
Experience
Smith Anglin Financial February 2014 - Present
The Botsford Group May 2013 - November 2013
BBVA Compass Investment Solutions November 2011 - April 2013
Morgan Stanley Smith Barney December 2004 - October 2011
Skills
Portfolio Management, Wealth Management, Investment Advisory, Investments
Education
Texas A&M University
Bachelor of Business Administration (BBA), Marketing
Smith Anglin Financial February 2014 - Present
The Botsford Group May 2013 - November 2013
BBVA Compass Investment Solutions November 2011 - April 2013
Morgan Stanley Smith Barney December 2004 - October 2011
Skills
Portfolio Management, Wealth Management, Investment Advisory, Investments
Education
Texas A&M University
Bachelor of Business Administration (BBA), Marketing
Carrie D. Wilson, CFP ®, CDFA™, CLTC Carrie D. Wilson, CFP ®, CDFA™, CLTC's The Botsford Group Experience June 2004 - October 2009
Job Financial Planner/Divorce Financial Analyst
Industry Financial Services
Experience
MassMutual Dallas-Fort Worth October 2011 - Present
Clark, Waters & Hardy, LLC October 2009 - November 2011
The Botsford Group June 2004 - October 2009
Fulbright and Jaworski, L.P June 2003 - June 2004
Education
University of Oklahoma - Price College of Business 1978 — 1982
BBA, Economics
Enid High School 1975 — 1978
MassMutual Dallas-Fort Worth October 2011 - Present
Clark, Waters & Hardy, LLC October 2009 - November 2011
The Botsford Group June 2004 - October 2009
Fulbright and Jaworski, L.P June 2003 - June 2004
Education
University of Oklahoma - Price College of Business 1978 — 1982
BBA, Economics
Enid High School 1975 — 1978
Patrick Solomons Patrick Solomons's The Botsford Group Experience August 2009 - May 2010
Job at
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Munn and Morris Financial Advisors June 2010 - May 2011
The Botsford Group August 2009 - May 2010
Milliman May 2008 - January 2009
Fidelity Investments April 2001 - May 2008
Skills
Retirement Planning
Education
San Diego State University-California State University 1982 — 1987
Fidelity Investments June 2011 - Present
Munn and Morris Financial Advisors June 2010 - May 2011
The Botsford Group August 2009 - May 2010
Milliman May 2008 - January 2009
Fidelity Investments April 2001 - May 2008
Skills
Retirement Planning
Education
San Diego State University-California State University 1982 — 1987
Glen Amason Glen Amason's The Botsford Group Experience 2010 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Scottrade 2013 - Present
Boy Scouts of America - Troop 366 1986 - Present
Fidelity Investments 2012 - 2013
Denton Bible Church 2011 - 2013
BB&T 2011 - 2011
The Botsford Group 2010 - 2010
First Dallas Financial Group, Inc. 2009 - 2010
Charles Schwab 2007 - 2009
Bank of America 2006 - 2007
Sally Beauty Company, Inc 2005 - 2006
Skills
Asset Allocation, Financial Planning, Investment Strategies, Wealth Management, Series 7, Investments, Retirement, 401k, Retirement Planning, Asset Management, Portfolio Management, Fixed Income, Mutual Funds, Investment Advisory, Securities, Equities, Risk Management, Financial Analysis, Series 63, Financial Modeling, Annuities, Alternative Investments, Insurance Planning, Bonds, Insurance, Estate Planning, Financial Advisory, ETFs, Wealth, Long Term Care, Wealth Accumulation, Financial Markets, Stocks, IRA's, Strategic Financial..., Wealth Management..., High Net Worth..., Fixed Annuities, Finance, Financial Services, IRAs, Life Insurance, Investment Management, FINRA, Financial Planners, Leadership, Relationship Management, Personal Financial..., Options, CRM
Education
Southern Arkansas University
Master of Business Administration (M.B.A.)
Southern Arkansas University
Bachelor's Degree, Finance
Texas A&M University
Scottrade 2013 - Present
Boy Scouts of America - Troop 366 1986 - Present
Fidelity Investments 2012 - 2013
Denton Bible Church 2011 - 2013
BB&T 2011 - 2011
The Botsford Group 2010 - 2010
First Dallas Financial Group, Inc. 2009 - 2010
Charles Schwab 2007 - 2009
Bank of America 2006 - 2007
Sally Beauty Company, Inc 2005 - 2006
Skills
Asset Allocation, Financial Planning, Investment Strategies, Wealth Management, Series 7, Investments, Retirement, 401k, Retirement Planning, Asset Management, Portfolio Management, Fixed Income, Mutual Funds, Investment Advisory, Securities, Equities, Risk Management, Financial Analysis, Series 63, Financial Modeling, Annuities, Alternative Investments, Insurance Planning, Bonds, Insurance, Estate Planning, Financial Advisory, ETFs, Wealth, Long Term Care, Wealth Accumulation, Financial Markets, Stocks, IRA's, Strategic Financial..., Wealth Management..., High Net Worth..., Fixed Annuities, Finance, Financial Services, IRAs, Life Insurance, Investment Management, FINRA, Financial Planners, Leadership, Relationship Management, Personal Financial..., Options, CRM
Education
Southern Arkansas University
Master of Business Administration (M.B.A.)
Southern Arkansas University
Bachelor's Degree, Finance
Texas A&M University
Shannon Markle Shannon Markle's The Botsford Group Experience September 2010 - February 2012
Job Director,Global Accounts
Industry Events Services
Experience
GlobauxSource July 2014 - Present
Ultimate Ventures March 2013 - June 2014
Premier Meetings & Events March 2009 - March 2013
The Botsford Group September 2010 - February 2012
Lincoln Financial Advisors June 2008 - March 2009
Lincoln Financial Advisors September 2004 - June 2008
Lincoln Financial Advisors June 2000 - June 2008
Lincoln Financial Advisors June 1995 - September 2004
Skills
Event Management, Event Planning, Marketing Communications, Corporate Events, Trade Shows, Employee Training, Management, Marketing, Leadership, Strategic Planning, Building Relationships, Meeting Planning, Training, Sales, Relationship Marketing, Budgets, Public Relations, Sales Presentations, Presentation Coaching, Program Management, Business Development, Project Management, Team Management, Vendor Management, Staff Development, Convention Services, Corporate Communications, Training Delivery, Volunteering, Location Intelligence, Corporate University, Field Marketing, Client Liaison, Special Events..., Events, Project Planning, Motivational Speaking, Site Selection
Education
San Diego State University-California State University 1990 — 1994
BA, English
GlobauxSource July 2014 - Present
Ultimate Ventures March 2013 - June 2014
Premier Meetings & Events March 2009 - March 2013
The Botsford Group September 2010 - February 2012
Lincoln Financial Advisors June 2008 - March 2009
Lincoln Financial Advisors September 2004 - June 2008
Lincoln Financial Advisors June 2000 - June 2008
Lincoln Financial Advisors June 1995 - September 2004
Skills
Event Management, Event Planning, Marketing Communications, Corporate Events, Trade Shows, Employee Training, Management, Marketing, Leadership, Strategic Planning, Building Relationships, Meeting Planning, Training, Sales, Relationship Marketing, Budgets, Public Relations, Sales Presentations, Presentation Coaching, Program Management, Business Development, Project Management, Team Management, Vendor Management, Staff Development, Convention Services, Corporate Communications, Training Delivery, Volunteering, Location Intelligence, Corporate University, Field Marketing, Client Liaison, Special Events..., Events, Project Planning, Motivational Speaking, Site Selection
Education
San Diego State University-California State University 1990 — 1994
BA, English
Brad Cooke AAMS® Brad Cooke AAMS®'s The Botsford Group Experience February 2013 - October 2013
Job Regional sales consultant
Industry Financial Services
Experience
Highland Capital Management, L.P. August 2015 - Present
USAA December 2014 - August 2015
USAA January 2014 - December 2014
The Botsford Group February 2013 - October 2013
The Wealth Strategies Group 2010 - December 2012
Skills
Financial Planning, Asset Allocation, Series 7, Mutual Funds, Wealth Management, Investment Advisory, Retirement Planning, Investments, Leadership, Strategic Planning, Team Building
Education
Southeastern Oklahoma State University 2001 — 2007
Bachelor of Science (B.S.), Occupational safety and health
Highland Capital Management, L.P. August 2015 - Present
USAA December 2014 - August 2015
USAA January 2014 - December 2014
The Botsford Group February 2013 - October 2013
The Wealth Strategies Group 2010 - December 2012
Skills
Financial Planning, Asset Allocation, Series 7, Mutual Funds, Wealth Management, Investment Advisory, Retirement Planning, Investments, Leadership, Strategic Planning, Team Building
Education
Southeastern Oklahoma State University 2001 — 2007
Bachelor of Science (B.S.), Occupational safety and health
Laura Zaber's The Botsford Group Experience May 1997 - March 2006
Job Account Manager, Corporate Accounts at The Regus Group
Industry Real Estate
Experience
The Regus Group May 2006 - Present
Regus March 2006 - Present
The Botsford Group May 1997 - March 2006
Tipton Asset Group July 1989 - June 1996
Skills
Customer Service, Facilities Management, Team Building, Account Management, Sales Management, Office Management, Team Leadership, Time Management, Outlook, Negotiation, Contract Negotiation, Customer Satisfaction, Administrative..., Real Estate, Budgets, Coaching, Operations Management, Management, PeopleSoft, Travel Arrangements, Business Development, Income Statement, Selling, Human Resources, Sales, Leadership, B2B, Customer Retention, Process Scheduler, Accounts Payable, Hiring, Direct Sales, Invoicing, Inventory Management, Recruiting, Marketing, Sales Operations, Payroll, Training, Insurance, Purchasing, Teamwork, Strategy, Accounting, Property Management, Cold Calling, Event Management, Hospitality, Sales Process, Employee Relations
Education
The University of Southern Mississippi 1982 — 1984
BA
Meridian Community College 1980 — 1982
Associate
Meridian High School 1977 — 1980
Diploma
The Regus Group May 2006 - Present
Regus March 2006 - Present
The Botsford Group May 1997 - March 2006
Tipton Asset Group July 1989 - June 1996
Skills
Customer Service, Facilities Management, Team Building, Account Management, Sales Management, Office Management, Team Leadership, Time Management, Outlook, Negotiation, Contract Negotiation, Customer Satisfaction, Administrative..., Real Estate, Budgets, Coaching, Operations Management, Management, PeopleSoft, Travel Arrangements, Business Development, Income Statement, Selling, Human Resources, Sales, Leadership, B2B, Customer Retention, Process Scheduler, Accounts Payable, Hiring, Direct Sales, Invoicing, Inventory Management, Recruiting, Marketing, Sales Operations, Payroll, Training, Insurance, Purchasing, Teamwork, Strategy, Accounting, Property Management, Cold Calling, Event Management, Hospitality, Sales Process, Employee Relations
Education
The University of Southern Mississippi 1982 — 1984
BA
Meridian Community College 1980 — 1982
Associate
Meridian High School 1977 — 1980
Diploma
Amy Bortner Amy Bortner's The Botsford Group Experience 1999 - 2002
Job Alumnae/Parent Relations
Industry Education Management
Experience
St. Paul's School for Girls July 2014 - Present
&Wealth March 2012 - January 2014
Tula Communications 2004 - 2006
Origen Consumer Marketing 2003 - 2004
The Botsford Group 1999 - 2002
Lang and Associates 1995 - 1999
Skills
Integrated Marketing
Education
Denison University 1988 — 1992
BA, Communications
Nichols School 1980 — 1988
St. Paul's School for Girls July 2014 - Present
&Wealth March 2012 - January 2014
Tula Communications 2004 - 2006
Origen Consumer Marketing 2003 - 2004
The Botsford Group 1999 - 2002
Lang and Associates 1995 - 1999
Skills
Integrated Marketing
Education
Denison University 1988 — 1992
BA, Communications
Nichols School 1980 — 1988
Morgan (McManus) Anna's The Botsford Group Experience June 2005 - August 2005
Job Manager, Brand Activation Calphalon at Newell Rubbermaid
Industry Marketing and Advertising
Experience
Newell Rubbermaid February 2014 - Present
VML (Formerly Studiocom) December 2011 - February 2014
Studiocom September 2010 - December 2011
Studiocom January 2009 - September 2010
nurun ant farm interactive October 2007 - December 2008
Hothouse Inc. June 2005 - August 2005
The Botsford Group June 2005 - August 2005
Skills
Interactive Marketing, Digital Strategy, Integrated Marketing, Digital Marketing, Media Buying, Mobile Marketing, Advertising, Social Media Marketing, Online Advertising, Digital Media, Social Media, Interactive Advertising, Creative Strategy, Social Media Measurement, Creative Direction, Brand Management, CRM, Brand Development, Strategic Planning
Education
The University of Georgia 2003 — 2007
Bachelors of Arts in Journalism, Advertising
Newell Rubbermaid February 2014 - Present
VML (Formerly Studiocom) December 2011 - February 2014
Studiocom September 2010 - December 2011
Studiocom January 2009 - September 2010
nurun ant farm interactive October 2007 - December 2008
Hothouse Inc. June 2005 - August 2005
The Botsford Group June 2005 - August 2005
Skills
Interactive Marketing, Digital Strategy, Integrated Marketing, Digital Marketing, Media Buying, Mobile Marketing, Advertising, Social Media Marketing, Online Advertising, Digital Media, Social Media, Interactive Advertising, Creative Strategy, Social Media Measurement, Creative Direction, Brand Management, CRM, Brand Development, Strategic Planning
Education
The University of Georgia 2003 — 2007
Bachelors of Arts in Journalism, Advertising
Allison Futch Allison Futch's The Botsford Group Experience November 2009 - May 2010
Job AXA 401(k) Sales & Retention
Industry Financial Services
Experience
AXA Distributors November 2011 - Present
VisionPoint Advisory Group July 2010 - November 2011
The Botsford Group November 2009 - May 2010
ING 2008 - 2008
Lincoln Financial Group 2007 - 2008
The Standard 2001 - 2007
Prudential Securities 1999 - 2000
Skills
Retirement Planning
Education
University of North Texas 1991 — 1996
BBA, Management/Accounting
AXA Distributors November 2011 - Present
VisionPoint Advisory Group July 2010 - November 2011
The Botsford Group November 2009 - May 2010
ING 2008 - 2008
Lincoln Financial Group 2007 - 2008
The Standard 2001 - 2007
Prudential Securities 1999 - 2000
Skills
Retirement Planning
Education
University of North Texas 1991 — 1996
BBA, Management/Accounting
Kimberly Vesely, CFP®'s The Botsford Group Experience March 2008 - November 2010
Job Associate Planner at Quest Capital Management, Inc.
Industry Financial Services
Experience
Quest Capital Management, An Independent Firm December 2010 - Present
The Botsford Group March 2008 - November 2010
University of North Texas Student Money Management Center October 2006 - December 2008
Skills
Series 7, Strategic Financial..., Retirement Planning, Certified Financial..., CRM, Community Outreach, Financial Goals, Team Building
Education
University of North Texas 2005 — 2008
Bachelor of Business Administration, Financial Services
Quest Capital Management, An Independent Firm December 2010 - Present
The Botsford Group March 2008 - November 2010
University of North Texas Student Money Management Center October 2006 - December 2008
Skills
Series 7, Strategic Financial..., Retirement Planning, Certified Financial..., CRM, Community Outreach, Financial Goals, Team Building
Education
University of North Texas 2005 — 2008
Bachelor of Business Administration, Financial Services
David Botsford's The Botsford Group Experience 2004 - Present
Job President at The Botsford Group
Industry Marketing and Advertising
Experience
The Botsford Group 2004 - Present
The Botsford Group/Fitzgerald+CO/Interpublic 1994 - 2003
Hobson Barnes 1989 - 1992
TraceyLocke/Omnicom 1987 - 1989
J. Walter Thompson 1983 - 1987
McCann Erickson 1981 - 1983
Luckie & Company 1979 - 1981
McDonald & Little 1978 - 1978
Education
The University of Georgia 1976 — 1977
Bachelor of Arts, Journalism & Marketing
Auburn University 1974 — 1975
The Botsford Group 2004 - Present
The Botsford Group/Fitzgerald+CO/Interpublic 1994 - 2003
Hobson Barnes 1989 - 1992
TraceyLocke/Omnicom 1987 - 1989
J. Walter Thompson 1983 - 1987
McCann Erickson 1981 - 1983
Luckie & Company 1979 - 1981
McDonald & Little 1978 - 1978
Education
The University of Georgia 1976 — 1977
Bachelor of Arts, Journalism & Marketing
Auburn University 1974 — 1975
Chad Whatley's The Botsford Group Experience September 2009 - May 2011
Job Eastern US Divisional Head Of Sales at United Realty Advisors LP
Industry Financial Services
Experience
United Realty Advisors LP January 2014 - Present
AEI Fund Management, Inc February 2013 - January 2014
AEI Fund Management, Inc February 2011 - February 2013
The Botsford Group September 2009 - May 2011
First American Funds November 2006 - May 2009
Wells Real Estate Funds January 2002 - November 2006
CHARLES SCHWAB AND COMPANY, IN 2000 - 2001
AMERICAN EXPRESS FINANCIAL ADVISORS 1999 - 2000
Skills
Mutual Funds, Portfolio Management, Strategy, Business Development, New Business Development, Series 7, Entrepreneurship, Alternative Investments, Strategic Financial..., Asset Allocation, Financial Analysis, Due Diligence, Investments, Marketing Strategy, Real Estate Economics, Estate Planning, Executive Management, Investment Properties, Valuation, FINRA, Retirement, Relationship Management, Sales Operations, Retirement Planning, Training, Marketing, Real Estate, Sales Management, Leadership, Financial Services, Selling, Asset Management, CRM, Finance, Equities, Securities
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
BBA, Marketing/Marketing Management, General
United Realty Advisors LP January 2014 - Present
AEI Fund Management, Inc February 2013 - January 2014
AEI Fund Management, Inc February 2011 - February 2013
The Botsford Group September 2009 - May 2011
First American Funds November 2006 - May 2009
Wells Real Estate Funds January 2002 - November 2006
CHARLES SCHWAB AND COMPANY, IN 2000 - 2001
AMERICAN EXPRESS FINANCIAL ADVISORS 1999 - 2000
Skills
Mutual Funds, Portfolio Management, Strategy, Business Development, New Business Development, Series 7, Entrepreneurship, Alternative Investments, Strategic Financial..., Asset Allocation, Financial Analysis, Due Diligence, Investments, Marketing Strategy, Real Estate Economics, Estate Planning, Executive Management, Investment Properties, Valuation, FINRA, Retirement, Relationship Management, Sales Operations, Retirement Planning, Training, Marketing, Real Estate, Sales Management, Leadership, Financial Services, Selling, Asset Management, CRM, Finance, Equities, Securities
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
BBA, Marketing/Marketing Management, General
Meredith Johnston's The Botsford Group Experience December 2010 - Present
Job Strategic Assistant at The Botsford Group
Industry Publishing
Experience
The Botsford Group December 2010 - Present
Time Inc. Publishing March 2004 - December 2008
Yankee Publishing September 2000 - August 2003
The AdWorks of Skaneateles February 1997 - August 2000
Virginia Commonwealth Times Newspaper January 1995 - January 1996
Education
Richmond, The American International University in London 1996 — 1996
International Intership
Virginia Commonwealth University 1992 — 1996
Fashion Art and Advertising, Advertising
The Botsford Group December 2010 - Present
Time Inc. Publishing March 2004 - December 2008
Yankee Publishing September 2000 - August 2003
The AdWorks of Skaneateles February 1997 - August 2000
Virginia Commonwealth Times Newspaper January 1995 - January 1996
Education
Richmond, The American International University in London 1996 — 1996
International Intership
Virginia Commonwealth University 1992 — 1996
Fashion Art and Advertising, Advertising