The McGill & Hill Group, LLC

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The McGill & Hill Group, LLC Employees

Employee
Years
Job
Industry
Mallory Duffy Mallory Duffy Charlotte, North Carolina Area Details
Mallory Duffy's The McGill & Hill Group, LLC Experience May 2008 - November 2012
Job CDS Global
Industry Financial Services
Experience
CDS Global, Inc.   December 2014 - Present
The McGill & Hill Group, LLC   May 2008 - November 2012
The University of Iowa - Tippie School of Management   2005 - 2007
University of Iowa Hospitals and Clinics  2004 - 2006
Top & Body Repair   2003 - 2005

Skills
Financial Analysis, Healthcare, Microsoft Office, Accounting, Management, Time Management, Microsoft Excel, Customer Service, Microsoft Word, Business Planning, Outlook, Fundraising, Program Management, Data Analysis, Strategic Planning, Budgets, Leadership, Team Building, Process Improvement

Education
Queens University of Charlotte   2011 — 2012

Universidad de Sevilla   2007 — 2007

University of Iowa   2003 — 2007
BS, International Studies

University of Iowa - Henry B. Tippie College of Business   2003 — 2007
BBA, Economics

Jason Arnold, QKA Jason Arnold, QKA Charlotte, North Carolina Area Details
Jason Arnold, QKA's The McGill & Hill Group, LLC Experience March 2000 - Present
Job Valuation Consultant at PenSys, Inc.
Industry Financial Services
Experience
PenSys, Inc.   June 2015 - Present
The McGill & Hill Group, LLC   March 2000 - Present
PenSys, Inc.   November 2013 - May 2015
PenSys, Inc.   March 2000 - November 2013
Pension Investors   March 1998 - March 2000
Lenox China, Inc.   March 1988 - March 1998

Skills
Qualified Retirement..., Employee Benefits, ERISA, 401k, IRAs, Investment Advisory, Series 63, Pensions, Retirement Planning, Series 65, Retirement Plan..., Series 6, Fixed Annuities, Series 7, Tax Law, Consulting, Defined Benefit, Retirement, Strategic Financial..., Deferred Compensation, Separately Managed..., Series 24, Profit Sharing, Wealth Management, Mutual Funds

Education
University of Phoenix   1996 — 1998
Business Administration

Christopher Newport University   1991 — 1992
Business Administration

Virginia Commonwealth University   1990 — 1991
Business Administration

Wade Coleman Wade Coleman Charlotte, North Carolina Area Details
Wade Coleman's The McGill & Hill Group, LLC Experience October 2012 - Present
Job Practice Transitions at The McGill & Hill Group, LLC
Industry Financial Services
Experience
The McGill & Hill Group, LLC   October 2012 - Present
Harrell & Martin, PA   May 2011 - September 2011
5th Judicial Circuit Solicitor's Office   May 2010 - September 2010

Education
Charlotte School of Law   2009 — 2012
Doctor of Law (J.D.)

The Citadel   2005 — 2009
B.S., Accounting

Mauree Harrell Mauree Harrell Charlotte, North Carolina Area Details
Mauree Harrell's The McGill & Hill Group, LLC Experience October 2000 - Present
Job Newsletter/Marketing/Seminars
Industry Financial Services
Experience
The McGill & Hill Group, LLC   October 2000 - Present

Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Marketing, Marketing Communications, Marketing Strategy, Social Media Marketing, Public Relations, Event Planning, Email Marketing, Fundraising

Education
Messiah College   1996 — 2000
BA, Sociology, Spanish

Andrew Tucker, J.D., CFP®, MTWM Andrew Tucker, J.D., CFP®, MTWM Charlotte, North Carolina Area Details
Andrew Tucker, J.D., CFP®, MTWM's The McGill & Hill Group, LLC Experience 2014 - Present
Job Tax and Business Planning Advisor at The McGill & Hill Group, LLC
Industry Legal Services
Experience
The McGill & Hill Group, LLC   2014 - Present
Davies Law, PLLC   2012 - 2014
Sentinel Strategies, Inc.   2009 - 2013

Skills
Estate Planning, Leadership, Asset Protection, Retirement Planning, Wealth Management, Strategic Financial..., Risk Management, Business Planning, Financial Planning, Income Tax Planning, Trusts, Dental Marketing, Dental Practice..., Family Limited..., Business Succession..., ERISA, S Corporations, LLC, Legal Writing

Education
Campbell University, Norman Adrian Wiggins School of Law   2010 — 2013
Juris Doctor, Business Track, Tax Emphasis

Campbell University   2011 — 2012
Masters, Trust and Wealth Management

North Carolina State University   2005 — 2010
B.A., Political Science, Law and Justice; Communications, Public and Interpersonal

Loren Plotkin Loren Plotkin Charlotte, North Carolina Area Details
Loren Plotkin's The McGill & Hill Group, LLC Experience October 2012 - Present
Job Assistant at The McGill & Hill Group, LLC
Industry Management Consulting
Experience
The McGill & Hill Group, LLC   October 2012 - Present
Charlotte Athletic Club  March 2011 - October 2012
Johnson & Wales University  August 2009 - February 2011

Skills
Time Management, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Sales, Management, Microsoft Word, Problem Solving, Social Media Marketing, Operations Management, Facebook, Marketing Strategy, System Administration, Team Building, Leadership, Training, Fundraising, Customer Satisfaction, Research, Accounting, Strategic Planning, Leadership Development, Sales Management, Hospitality, Team Leadership, Inventory Management, Nonprofits, Teamwork

Education
Johnson & Wales University   2008 — 2011
Bachelors of Science, Business Management

Johnson & Wales University   2008 — 2011
Bachelors, Business Management

Cate Kelly Cate Kelly Charlotte, North Carolina Area Details
Cate Kelly's The McGill & Hill Group, LLC Experience February 2012 - Present
Job The McGill & Hill Group, LLC
Industry Financial Services
Experience
The McGill & Hill Group, LLC   February 2012 - Present
Balfour Beatty Construction  March 2011 - December 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Administrative..., Outlook, Spreadsheets, Financial Analysis, Tax, Investments, PowerPoint

Education
University of North Carolina at Wilmington   2009 — 2011

Kelly Burkhart Kelly Burkhart Charlotte, North Carolina Details
Kelly Burkhart's The McGill & Hill Group, LLC Experience October 2011 - Present
Job Marketing/Newsletter at The McGill & Hill Group, LLC
Industry Financial Services
Experience
The McGill & Hill Group, LLC   October 2011 - Present

Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Direct Marketing, Financial Services, Relationship Management, Competitive Analysis, Email Marketing, Customer Acquisition, Market Research, Marketing Management, Database Marketing, Digital Marketing, Marketing Communications, Integrated Marketing

Education
Appalachian State University   2007 — 2010
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication

Janet Blair Janet Blair Charlotte, North Carolina Area Details
Janet Blair's The McGill & Hill Group, LLC Experience 1995 - Present
Job McGill & Hill Group
Industry Financial Services
Experience
The McGill & Hill Group, LLC   1995 - Present

Skills
Microsoft Office, Microsoft Excel, Email Marketing, Leadership, Social Media Marketing, Strategic Planning, Small Business, Customer Service, Marketing Strategy, Contract Negotiation, Sales, New Business Development, SEO, Microsoft Word, E-commerce, Marketing, High Net Worth..., Relationship Management, Web Analytics, Sales Management, Public Speaking, Marketing Communications, Business Strategy, Social Media, Market Research, Start-ups, Integrated Marketing, Direct Marketing, Dentistry, Investments, Corporate Branding, Strategy, Team Building, Selling, Digital Strategy, Direct Mail, Trade Shows, Advertising, Competitive Analysis, Cosmetics, Public Relations, Product Marketing, Account Management, SEM, Brand Development, Online Marketing, Business Development, Healthcare, Google Analytics, Product Launch

Education
University of North Carolina at Charlotte

Martha Beckett Martha Beckett Charlotte, North Carolina Details
Martha Beckett's The McGill & Hill Group, LLC Experience 2006 - 2010
Job Vendor Relationship Manager at Mecklenburg County
Industry Financial Services
Experience
Mecklenburg County  January 2015 - Present
Aspiro Services LLC   March 2012 - January 2015
The McGill & Hill Group, LLC   2006 - 2010
The McGill & Hill Group, LLC   2000 - 2006

Skills
Process Improvement, Vendor Management, Microsoft Excel, Time Management, Financial Analysis, Contract Management, Project Management, Compliance Management, Microsoft Office, Legal Research, Strategy

Education
Furman University   2002 — 2006
Bachelor of Arts (B.A.), History

David McWilliam David McWilliam Charlotte, North Carolina Area Details
David McWilliam's The McGill & Hill Group, LLC Experience November 2010 - Present
Job Tax & Business Planning Consultant at The McGill & Hill Group, LLC
Industry Financial Services
Experience
The McGill & Hill Group, LLC   November 2010 - Present

Education
University of South Carolina School of Law   2006 — 2009
JD, Law