United Capital Financial Advisers
Industry: Company
DescriptionFounded: 2004 Parent organization: United Capital Financial Partners, Inc. Subsidiaries: Ellis & Ellis LLC, Asset One Llc, PRI Investments Inc.,
United Capital Financial Advisers List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at United Capital Financial Advisers. You can filter them based on skills, years of employment, job, education, department, and prior employment.
United Capital Financial Advisers Salaries. You can even request information on how much does United Capital Financial Advisers pay if you want to. Learn about salaries, pros and cons of working for United Capital Financial Advisers directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
28 United Capital Financial Advisers employees in database. Find out everything there's to know about United Capital Financial Advisers employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
United Capital Financial Advisers Employees
Employee
Years
Job
Industry
Kristin Howe Kristin Howe's United Capital Financial Advisers Experience 2010 - Present
Job Director of Operations at United Capital Financial Advisers
Industry Financial Services
Experience
United Capital Financial Advisers 2010 - Present
Girard Securities 2012 - Present
DunnHogerty Investment Consulting 2002 - 2010
Bank One 2003 - 2004
Everen Securities 1999 - 2002
Everen Securities, Inc. 1992 - 1999
Skills
Wealth Management..., Personal Finance, 401k, Life Insurance, Equity Trading, Long-term Care, Economics, PowerPoint, Microsoft Word, Private Equity, Budgets, Analysis, Stocks, Business Analysis
Education
Bowling Green State University 1988 — 1990
Business Administration, Management and Operations
United Capital Financial Advisers 2010 - Present
Girard Securities 2012 - Present
DunnHogerty Investment Consulting 2002 - 2010
Bank One 2003 - 2004
Everen Securities 1999 - 2002
Everen Securities, Inc. 1992 - 1999
Skills
Wealth Management..., Personal Finance, 401k, Life Insurance, Equity Trading, Long-term Care, Economics, PowerPoint, Microsoft Word, Private Equity, Budgets, Analysis, Stocks, Business Analysis
Education
Bowling Green State University 1988 — 1990
Business Administration, Management and Operations
Brandon Ross, CFP® Brandon Ross, CFP®'s United Capital Financial Advisers Experience October 2011 - Present
Job Managing DirectorUnited Capital Financial Advisers
Industry Financial Services
Experience
United Capital Financial Advisers October 2011 - Present
Girard Securities October 2011 - Present
Peak Capital Investment Services April 2002 - October 2011
Skills
Independent Financial..., Retirement Income..., Asset Management, Risk Management, Retirement Planning, Wealth, Retirement, Financial Advisory, Asset Managment, Finance, Strategic Financial..., IRAs, Wealth Management, Investment Strategies, Investments, Securities, Strategic Planning, Portfolio Management, Asset Allocation, Investment Management
Education
Oklahoma State University 1993 — 1997
BS, Finance
United Capital Financial Advisers October 2011 - Present
Girard Securities October 2011 - Present
Peak Capital Investment Services April 2002 - October 2011
Skills
Independent Financial..., Retirement Income..., Asset Management, Risk Management, Retirement Planning, Wealth, Retirement, Financial Advisory, Asset Managment, Finance, Strategic Financial..., IRAs, Wealth Management, Investment Strategies, Investments, Securities, Strategic Planning, Portfolio Management, Asset Allocation, Investment Management
Education
Oklahoma State University 1993 — 1997
BS, Finance
Candice Griffith Candice Griffith's United Capital Financial Advisers Experience August 2011 - July 2012
Job Associate Director, National Accounts Highland Capital Management, L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P. December 2013 - Present
Highland Capital Management, L.P. July 2012 - Present
United Capital Financial Advisers August 2011 - July 2012
JPMorgan Chase May 2010 - December 2010
Skills
Financial Planning, Financial Analysis, Business Analysis, Business Management, Marketing Communications, Internal Communications, Investor Relations, Financial Reporting, Marketing Strategy, Cold Calling, Customer Relations, Excel, Sales Process, Salesforce.com, Morningstar, Professional Networking, Leadership Development, Team Leadership, Training & Development, Organizational..., Retirement Planning, 401k Rollovers, College Savings Plans, Income Protection, Strategic Financial..., Microsoft Excel, Zephyr, Morningstar Direct, Management, Employee Training, Marketing, Customer Service, Relationship Management, Meeting Scheduling, Asset Allocation, Alternative Investments, Wealth Management, Hedge Funds, Mutual Funds, ETFs, Separately Managed..., REIT, Fixed Annuities, Variable Annuities
Education
Southern Methodist University 2007 — 2011
Bachelor of Business Administration, Finance Major/Economics Minor
Shorecrest Preparatory School 2004 — 2007
High School Diploma
Highland Capital Management, L.P. December 2013 - Present
Highland Capital Management, L.P. July 2012 - Present
United Capital Financial Advisers August 2011 - July 2012
JPMorgan Chase May 2010 - December 2010
Skills
Financial Planning, Financial Analysis, Business Analysis, Business Management, Marketing Communications, Internal Communications, Investor Relations, Financial Reporting, Marketing Strategy, Cold Calling, Customer Relations, Excel, Sales Process, Salesforce.com, Morningstar, Professional Networking, Leadership Development, Team Leadership, Training & Development, Organizational..., Retirement Planning, 401k Rollovers, College Savings Plans, Income Protection, Strategic Financial..., Microsoft Excel, Zephyr, Morningstar Direct, Management, Employee Training, Marketing, Customer Service, Relationship Management, Meeting Scheduling, Asset Allocation, Alternative Investments, Wealth Management, Hedge Funds, Mutual Funds, ETFs, Separately Managed..., REIT, Fixed Annuities, Variable Annuities
Education
Southern Methodist University 2007 — 2011
Bachelor of Business Administration, Finance Major/Economics Minor
Shorecrest Preparatory School 2004 — 2007
High School Diploma
Ryan Tolson Ryan Tolson's United Capital Financial Advisers Experience August 2009 - August 2011
Job Investment Advisor Representative at Franklin Financial Group, LLC
Industry Financial Services
Experience
Franklin Financial Group, LLC November 2012 - Present
RBC Wealth Management October 2011 - November 2012
United Capital Financial Advisers August 2009 - August 2011
Legg Mason Capital Management - Baltimore, MD 2006 - June 2009
Legg Mason, Inc June 2005 - August 2005
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Arts (B.A.), Communications
Franklin Financial Group, LLC November 2012 - Present
RBC Wealth Management October 2011 - November 2012
United Capital Financial Advisers August 2009 - August 2011
Legg Mason Capital Management - Baltimore, MD 2006 - June 2009
Legg Mason, Inc June 2005 - August 2005
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Arts (B.A.), Communications
Edward Giese Edward Giese's United Capital Financial Advisers Experience March 2011 - Present
Job Relationship Manager at United Capital formerly ZirkinCutler Investments, Inc.
Industry Financial Services
Experience
United Capital Financial Advisers March 2011 - Present
Royal Bank of Canada 2010 - 2011
Skills
Portfolio Management, Investments, Wealth Management, Relationship Management, Securities, Retirement Planning, Risk Management, Equities, Financial Analysis, Finance, Bonds, Microsoft Office, Management, Small Business, Series 63, Strategic Planning, Real Estate, Financial Services, Strategic Financial..., Fixed Income, New Business Development, Asset Managment, Commercial Lending, Asset Management, Hedge Funds, Retirement, Alternative Investments, Life Insurance, Long Term Care Insurance, Financial Planning
Education
University of Delaware 2005 — 2010
Bachelor of Arts (BA), Political Science
St. Albans 1996 — 2005
United Capital Financial Advisers March 2011 - Present
Royal Bank of Canada 2010 - 2011
Skills
Portfolio Management, Investments, Wealth Management, Relationship Management, Securities, Retirement Planning, Risk Management, Equities, Financial Analysis, Finance, Bonds, Microsoft Office, Management, Small Business, Series 63, Strategic Planning, Real Estate, Financial Services, Strategic Financial..., Fixed Income, New Business Development, Asset Managment, Commercial Lending, Asset Management, Hedge Funds, Retirement, Alternative Investments, Life Insurance, Long Term Care Insurance, Financial Planning
Education
University of Delaware 2005 — 2010
Bachelor of Arts (BA), Political Science
St. Albans 1996 — 2005
Sue Balloch Sue Balloch's United Capital Financial Advisers Experience 2006 - 2008
Job Nationally known recruiter and networker in the automation industry, come join our network with over 2 million people.
Industry Staffing and Recruiting
Experience
Controls Resource Network June 2007 - Present
United Capital Financial Advisers 2006 - 2008
Jefferson Wells 2005 - 2006
Top Gun Professional Search December 1998 - April 2003
American Express Financial Advisors 1990 - 1998
IBM 1986 - 1990
Skills
Engineering, Automation, Engineers, Compensation, Internet Recruiting, Technical Recruiting, Talent Acquisition
Education
Michigan State University - The Eli Broad College of Business 1984 — 1985
MBA, Materials and Logistics Management
Eastern Michigan University 1982 — 1984
BBA, Marketing
University of Michigan 1980 — 1982
None, General studies
Controls Resource Network June 2007 - Present
United Capital Financial Advisers 2006 - 2008
Jefferson Wells 2005 - 2006
Top Gun Professional Search December 1998 - April 2003
American Express Financial Advisors 1990 - 1998
IBM 1986 - 1990
Skills
Engineering, Automation, Engineers, Compensation, Internet Recruiting, Technical Recruiting, Talent Acquisition
Education
Michigan State University - The Eli Broad College of Business 1984 — 1985
MBA, Materials and Logistics Management
Eastern Michigan University 1982 — 1984
BBA, Marketing
University of Michigan 1980 — 1982
None, General studies
Stuart Collett Stuart Collett's United Capital Financial Advisers Experience June 2008 - May 2012
Job Relationship Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2012 - Present
United Capital Financial Advisers June 2008 - May 2012
Oppenheimer & Co. May 2008 - September 2008
Skills
Series 7, Investments, Wealth Management, Securities, Salesforce.com, Asset Allocation, Series 63, Equities, Mutual Funds, Fixed Income, Microsoft Excel
Education
California State University-Chico 2003 — 2008
Business Administration, Finance: Financial Management
Campolindo High School 1999 — 2003
Credit Suisse June 2012 - Present
United Capital Financial Advisers June 2008 - May 2012
Oppenheimer & Co. May 2008 - September 2008
Skills
Series 7, Investments, Wealth Management, Securities, Salesforce.com, Asset Allocation, Series 63, Equities, Mutual Funds, Fixed Income, Microsoft Excel
Education
California State University-Chico 2003 — 2008
Business Administration, Finance: Financial Management
Campolindo High School 1999 — 2003
Brian Sonnleitner Brian Sonnleitner's United Capital Financial Advisers Experience January 2015 - Present
Job Wealth Advisor at United Capital Financial Advisers
Industry Banking
Experience
United Capital Financial Advisers January 2015 - Present
BBVA Compass May 2009 - January 2015
Bank of America/U.S. Trust 1996 - 2009
Skills
Banking, Credit Analysis, Commercial Banking, Wealth Management, Credit, Commercial Lending, Retail Banking, Loans, Investments, Small Business Lending, Consumer Lending, Portfolio Management, Mortgage Lending, Risk Management, Private Banking, Asset Allocation, Credit Risk
Education
University of Arizona
Bachelor of Science in Business Administration, Economics
Univeristy High School
United Capital Financial Advisers January 2015 - Present
BBVA Compass May 2009 - January 2015
Bank of America/U.S. Trust 1996 - 2009
Skills
Banking, Credit Analysis, Commercial Banking, Wealth Management, Credit, Commercial Lending, Retail Banking, Loans, Investments, Small Business Lending, Consumer Lending, Portfolio Management, Mortgage Lending, Risk Management, Private Banking, Asset Allocation, Credit Risk
Education
University of Arizona
Bachelor of Science in Business Administration, Economics
Univeristy High School
Joe Giardano Joe Giardano's United Capital Financial Advisers Experience June 2014 - Present
Job United Capital Financial Advisers, Girard Securities, Inc.
Industry Financial Services
Experience
Girard Securities, Inc. June 2014 - Present
United Capital Financial Advisers June 2014 - Present
Wells Fargo Advisors, LLC November 2012 - May 2014
MassMutual Financial Group August 2009 - November 2012
ARCHE July 2007 - July 2009
Acorn Products January 2006 - July 2007
Mephisto Shoes November 1998 - January 2006
Cole Haan March 1989 - November 1998
Skills
Strategic Financial..., Retirement, Strategy, Risk Management, Investments, Portfolio Management, Life Insurance, Retirement Planning, Disability Insurance, Strategic Planning, Loans, Direct Marketing, Finance, 401k, Financial Services, Accounting, Marketing, Long Term Care Insurance, Retail, Banking, Long-term Care, Investment Strategies, Marketing Strategy, Small Business, Management, Real Estate, Leadership, Training, Customer Service, Team Building, Sales, Insurance, Asset Allocation
Education
Missouri State University 1981 — 1986
Bachelor of Science, Organizational Communications
Girard Securities, Inc. June 2014 - Present
United Capital Financial Advisers June 2014 - Present
Wells Fargo Advisors, LLC November 2012 - May 2014
MassMutual Financial Group August 2009 - November 2012
ARCHE July 2007 - July 2009
Acorn Products January 2006 - July 2007
Mephisto Shoes November 1998 - January 2006
Cole Haan March 1989 - November 1998
Skills
Strategic Financial..., Retirement, Strategy, Risk Management, Investments, Portfolio Management, Life Insurance, Retirement Planning, Disability Insurance, Strategic Planning, Loans, Direct Marketing, Finance, 401k, Financial Services, Accounting, Marketing, Long Term Care Insurance, Retail, Banking, Long-term Care, Investment Strategies, Marketing Strategy, Small Business, Management, Real Estate, Leadership, Training, Customer Service, Team Building, Sales, Insurance, Asset Allocation
Education
Missouri State University 1981 — 1986
Bachelor of Science, Organizational Communications
Eric Robertson Eric Robertson's United Capital Financial Advisers Experience November 2009 - December 2011
Job Lead Developer at Plymouth Rock Energy
Industry Computer Software
Experience
Plymouth Rock Energy May 2013 - Present
Xede Consulting Group February 2012 - May 2013
United Capital Financial Advisers November 2009 - December 2011
Clubspaces, Inc. November 2006 - November 2008
OEVS, Inc./Driver Facts, Inc July 2005 - November 2006
Skills
Web Applications, JavaScript, Force.com, .NET, Salesforce.com, XML, Cloud Computing, Web Services, Apex Programming, Salesforce, Programming, C#, Microsoft SQL Server, Database Design, Salesforce.com..., SQL, Agile Methodologies, Software Development, SaaS, Web Development, Business Intelligence, SOA, Software Engineering, Visualforce Pages, Technical Leadership, Team Management, Management, Architecture, HTML, CSS, Scrum, Agile Project Management, Eclipse
Education
DeVry University 2010 — 2012
Bachelor's, Technical Management
Las Positas College 2007 — 2008
Computer Science
ITT Tech 2003 — 2005
Associate's, Information Technology
Plymouth Rock Energy May 2013 - Present
Xede Consulting Group February 2012 - May 2013
United Capital Financial Advisers November 2009 - December 2011
Clubspaces, Inc. November 2006 - November 2008
OEVS, Inc./Driver Facts, Inc July 2005 - November 2006
Skills
Web Applications, JavaScript, Force.com, .NET, Salesforce.com, XML, Cloud Computing, Web Services, Apex Programming, Salesforce, Programming, C#, Microsoft SQL Server, Database Design, Salesforce.com..., SQL, Agile Methodologies, Software Development, SaaS, Web Development, Business Intelligence, SOA, Software Engineering, Visualforce Pages, Technical Leadership, Team Management, Management, Architecture, HTML, CSS, Scrum, Agile Project Management, Eclipse
Education
DeVry University 2010 — 2012
Bachelor's, Technical Management
Las Positas College 2007 — 2008
Computer Science
ITT Tech 2003 — 2005
Associate's, Information Technology
Matthew Gagnon, CFA Matthew Gagnon, CFA's United Capital Financial Advisers Experience April 2009 - January 2014
Job Portfolio Manager at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC January 2014 - Present
United Capital Financial Advisers April 2009 - January 2014
Gagnon Real Estate Network, Inc January 2006 - February 2010
Investment Protection Service September 2007 - December 2007
Skills
Tamarac Rebalancing, Morningstar, Microsoft Office, Electronic Trading, Sage CRM, Proofreading, Account Management, Organizing, GoToMeeting, Model Portfolios, Portfolio Center, Excel, Asset Management, Investments, Portfolio Management, Economics, Writing, Microsoft Excel, Financial Services, Management, Investment Strategies, Asset Allocation, Financial Planning, Wealth Management
Education
University of Denver, Class of 2007 2006 — 2007
BSBA, International Business
Front Range Community College 2004 — 2005
AA, Liberal Arts
United Capital Financial Advisers, LLC January 2014 - Present
United Capital Financial Advisers April 2009 - January 2014
Gagnon Real Estate Network, Inc January 2006 - February 2010
Investment Protection Service September 2007 - December 2007
Skills
Tamarac Rebalancing, Morningstar, Microsoft Office, Electronic Trading, Sage CRM, Proofreading, Account Management, Organizing, GoToMeeting, Model Portfolios, Portfolio Center, Excel, Asset Management, Investments, Portfolio Management, Economics, Writing, Microsoft Excel, Financial Services, Management, Investment Strategies, Asset Allocation, Financial Planning, Wealth Management
Education
University of Denver, Class of 2007 2006 — 2007
BSBA, International Business
Front Range Community College 2004 — 2005
AA, Liberal Arts
Kirsten Chmielewski's United Capital Financial Advisers Experience January 2011 - Present
Job Marketing Content Creator and Travel Blogger
Industry Marketing and Advertising
Experience
United Capital Financial Advisers January 2011 - Present
KirstenCaptures.com September 2011 - Present
KirstenChmielewski.com September 2012 - January 2015
Cape Cod National Seashore September 2010 - December 2010
Peary-MacMillan Arctic Museum June 2009 - August 2009
Skills
Social Media Marketing, Website Management, Microsoft Office, Photoshop, Digital Photography, Museum Collections, WordPress, Marketing, Photography, Blogging, Social Networking, PowerPoint, Editing, Webmaster Services, Social Media, Public Speaking, Writing
Education
Institute for Integrative Nutrition 2012 — 2013
Certified Holistic Health Coach
Bowdoin College 2006 — 2010
BA, Anthropology
United Capital Financial Advisers January 2011 - Present
KirstenCaptures.com September 2011 - Present
KirstenChmielewski.com September 2012 - January 2015
Cape Cod National Seashore September 2010 - December 2010
Peary-MacMillan Arctic Museum June 2009 - August 2009
Skills
Social Media Marketing, Website Management, Microsoft Office, Photoshop, Digital Photography, Museum Collections, WordPress, Marketing, Photography, Blogging, Social Networking, PowerPoint, Editing, Webmaster Services, Social Media, Public Speaking, Writing
Education
Institute for Integrative Nutrition 2012 — 2013
Certified Holistic Health Coach
Bowdoin College 2006 — 2010
BA, Anthropology
Tim Stevenson Tim Stevenson's United Capital Financial Advisers Experience May 2013 - Present
Job Financial Adviser at United Capital Financial Advisers
Industry Banking
Experience
United Capital Financial Advisers May 2013 - Present
United Capital Financial Advisers January 2013 - Present
Girard Securities December 2013 - December 2014
BGC Partners April 2011 - January 2012
TULLETT PREBON LLC January 1996 - April 2011
GARVIN GUYBUTLER INC January 1995 - January 1996
THE GUARDIAN LIFE INSURANCE COMPANY, Insurance Company January 1993 - January 1995
Skills
Bloomberg, Trading, Investments, Portfolio Management, Bonds, Fixed Income, Derivatives, Equities, Options, Capital Markets, Trading Systems, Securities, Investment Banking, Mutual Funds, Series 7, Finance, Wealth Management
Education
ST. LAWRENCE UNIVERSITY 1984 — 1988
Bachelor of Arts, Economics
Saint Lawrence University 1984 — 1988
Bachelor of Arts (B.A.), Economics
Fox Lane High School 1980 — 1984
United Capital Financial Advisers May 2013 - Present
United Capital Financial Advisers January 2013 - Present
Girard Securities December 2013 - December 2014
BGC Partners April 2011 - January 2012
TULLETT PREBON LLC January 1996 - April 2011
GARVIN GUYBUTLER INC January 1995 - January 1996
THE GUARDIAN LIFE INSURANCE COMPANY, Insurance Company January 1993 - January 1995
Skills
Bloomberg, Trading, Investments, Portfolio Management, Bonds, Fixed Income, Derivatives, Equities, Options, Capital Markets, Trading Systems, Securities, Investment Banking, Mutual Funds, Series 7, Finance, Wealth Management
Education
ST. LAWRENCE UNIVERSITY 1984 — 1988
Bachelor of Arts, Economics
Saint Lawrence University 1984 — 1988
Bachelor of Arts (B.A.), Economics
Fox Lane High School 1980 — 1984
Jonathan Blumenthal Jonathan Blumenthal's United Capital Financial Advisers Experience October 2011 - Present
Job Managing Director United Capital
Industry Financial Services
Experience
United Capital Financial Advisers October 2011 - Present
Girard Securities October 2011 - Present
Education
University of Haifa
History
United Capital Financial Advisers October 2011 - Present
Girard Securities October 2011 - Present
Education
University of Haifa
History
Paul Bennett, PhD,CFP®'s United Capital Financial Advisers Experience 2013 - Present
Job Financial Life Adviser
Industry Financial Services
Experience
United Capital Financial Advisers 2013 - Present
c5 Wealth Management, LLC 1993 - July 2013
c5 Pension Administrators, Inc. 2008 - May 2013
National Advisers, LLC 2001 - 2004
John Hancock Financial Services 1991 - 1998
Bank of America 1989 - 1991
Skills
Finance, Asset Management, Financial Services, Investments, Financial Planning, Portfolio Management, Valuation, Wealth Management, Estate Planning, Wealth, Retirement Planning, Private Equity, Investment Strategies, Alternative Investments, Mergers & Acquisitions, Hedge Funds, Investment Management, Behavioral Finance, Mutual Funds, University Teaching, Economics, Fixed Index Annuities, Structured Products, Equities
Education
The American College 2014 — 2019
Doctor of Philosophy (Ph.D.), Financial & Retirement Planning
SMC University
Doctor of Philosophy (Ph.D.), Economics
Indiana University - Kelley School of Business
Master of Science (M.S.F.), Finance
University of Florida
B.A., Liberal Arts
United Capital Financial Advisers 2013 - Present
c5 Wealth Management, LLC 1993 - July 2013
c5 Pension Administrators, Inc. 2008 - May 2013
National Advisers, LLC 2001 - 2004
John Hancock Financial Services 1991 - 1998
Bank of America 1989 - 1991
Skills
Finance, Asset Management, Financial Services, Investments, Financial Planning, Portfolio Management, Valuation, Wealth Management, Estate Planning, Wealth, Retirement Planning, Private Equity, Investment Strategies, Alternative Investments, Mergers & Acquisitions, Hedge Funds, Investment Management, Behavioral Finance, Mutual Funds, University Teaching, Economics, Fixed Index Annuities, Structured Products, Equities
Education
The American College 2014 — 2019
Doctor of Philosophy (Ph.D.), Financial & Retirement Planning
SMC University
Doctor of Philosophy (Ph.D.), Economics
Indiana University - Kelley School of Business
Master of Science (M.S.F.), Finance
University of Florida
B.A., Liberal Arts
Gregory Powers, CFP®, CIMA®, ChFC®, AIF® Gregory Powers, CFP®, CIMA®, ChFC®, AIF®'s United Capital Financial Advisers Experience August 2010 - Present
Job Sr. Wealth Adviser at United Capital Financial Advisers, formerly The Hunter Group
Industry Financial Services
Experience
United Capital Financial Advisers August 2010 - Present
Girard Securities August 2010 - Present
MML Investors Services, Inc. February 2006 - August 2010
Commonwealth Financial Network October 2000 - February 2006
MFS Investment Management 1999 - 2000
Skills
Retirement, Retirement Planning, Wealth Management, Estate Planning, Securities, Asset Management, Insurance, Strategic Financial..., Investment Advisory, Financial Planning, Retirement Income..., Mutual Funds, Alternative Investments, Investments, Investment Strategies, Investment Management, Wealth, High Net Worth..., High Net Worth Insurance
Education
Bates College 1995 — 1999
Bachelor of Arts (B.A.), Economics
United Capital Financial Advisers August 2010 - Present
Girard Securities August 2010 - Present
MML Investors Services, Inc. February 2006 - August 2010
Commonwealth Financial Network October 2000 - February 2006
MFS Investment Management 1999 - 2000
Skills
Retirement, Retirement Planning, Wealth Management, Estate Planning, Securities, Asset Management, Insurance, Strategic Financial..., Investment Advisory, Financial Planning, Retirement Income..., Mutual Funds, Alternative Investments, Investments, Investment Strategies, Investment Management, Wealth, High Net Worth..., High Net Worth Insurance
Education
Bates College 1995 — 1999
Bachelor of Arts (B.A.), Economics
Jennifer Oswalt's United Capital Financial Advisers Experience November 2010 - July 2012
Job CFO at Downtown Memphis Commission
Industry Financial Services
Experience
Women's Foundation for a Greater Memphis July 2007 - Present
Downtown Memphis Commission August 2015 - Present
Alliance for Nonprofit Excellence 2012 - Present
Contemporary Media, Inc. July 2012 - August 2015
United Capital Financial Advisers November 2010 - July 2012
Sovereign Wealth Management, Inc. October 2003 - November 2010
Ernst & Young August 1998 - October 2003
Skills
Strategic Financial..., Budgets, Financial Analysis, Financial Modeling, Marketing, Mergers & Acquisitions, Social Media, Asset Allocation, Management, Investment Advisory, Alternative Investments, Strategic Planning, Financial Services, Investment Strategies, Financial Planning, Investments
Education
Haslam College of Business at the University of Tennessee 1994 — 1998
BS Business Administration, Master of Accountancy, Accounting, Audit
New Memphis Institute
Women's Foundation for a Greater Memphis July 2007 - Present
Downtown Memphis Commission August 2015 - Present
Alliance for Nonprofit Excellence 2012 - Present
Contemporary Media, Inc. July 2012 - August 2015
United Capital Financial Advisers November 2010 - July 2012
Sovereign Wealth Management, Inc. October 2003 - November 2010
Ernst & Young August 1998 - October 2003
Skills
Strategic Financial..., Budgets, Financial Analysis, Financial Modeling, Marketing, Mergers & Acquisitions, Social Media, Asset Allocation, Management, Investment Advisory, Alternative Investments, Strategic Planning, Financial Services, Investment Strategies, Financial Planning, Investments
Education
Haslam College of Business at the University of Tennessee 1994 — 1998
BS Business Administration, Master of Accountancy, Accounting, Audit
New Memphis Institute
Stacey Lau (Stacey Welsh) Zwicker, CPA, MBA, CDFA's United Capital Financial Advisers Experience May 2009 - Present
Job Managing Director, Wealth Adviser and Certified Divorce Financial Analyst
Industry Investment Management
Experience
United Capital Financial Advisers May 2009 - Present
Summer Search July 2006 - Present
Girard Securities 2010 - Present
Kids' Turn 2007 - 2014
BNY Mellon Wealth Management January 2006 - January 2009
Bernstein Global Wealth Management 2002 - 2004
EA Invest 2000 - 2001
Citicorp 1989 - 1999
Citigroup 1989 - 1999
Markle Stuckey Clark & Co. 1982 - 1987
Skills
Certified Divorce..., Wealth Management, High Net Worth..., Investment Advisory, Real Estate, Asset Allocation, Retirement Planning, Investments, Series 7, Portfolio Management, Wealth, Series 63, Strategic Financial..., Estate Planning, Investment Strategies, Alternative Investments, Retirement, Investment Management, Securities, Mutual Funds, Wealth Management..., Financial Services, Asset Management, Financial Planners, Strategy, Due Diligence, FINRA, Finance, Personal Financial..., Personal Finance, Equities, Financial Advisory, Hedge Funds, Fixed Income, 401k, Private Equity, Bonds, Financial Modeling, IRAs, Series 24, Mergers & Acquisitions, Financial Goals, Venture Capital, Pensions, Capital Markets, Financial Planning
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, Business Economics, International Business
United Capital Financial Advisers May 2009 - Present
Summer Search July 2006 - Present
Girard Securities 2010 - Present
Kids' Turn 2007 - 2014
BNY Mellon Wealth Management January 2006 - January 2009
Bernstein Global Wealth Management 2002 - 2004
EA Invest 2000 - 2001
Citicorp 1989 - 1999
Citigroup 1989 - 1999
Markle Stuckey Clark & Co. 1982 - 1987
Skills
Certified Divorce..., Wealth Management, High Net Worth..., Investment Advisory, Real Estate, Asset Allocation, Retirement Planning, Investments, Series 7, Portfolio Management, Wealth, Series 63, Strategic Financial..., Estate Planning, Investment Strategies, Alternative Investments, Retirement, Investment Management, Securities, Mutual Funds, Wealth Management..., Financial Services, Asset Management, Financial Planners, Strategy, Due Diligence, FINRA, Finance, Personal Financial..., Personal Finance, Equities, Financial Advisory, Hedge Funds, Fixed Income, 401k, Private Equity, Bonds, Financial Modeling, IRAs, Series 24, Mergers & Acquisitions, Financial Goals, Venture Capital, Pensions, Capital Markets, Financial Planning
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, Business Economics, International Business
Michael Bianchi's United Capital Financial Advisers Experience October 2006 - March 2010
Job Senior Systems Engineer at mindSHIFT
Industry Information Technology and Services
Experience
mindSHIFT March 2010 - Present
External IT October 2006 - March 2010
United Capital Financial Advisers October 2006 - March 2010
Marsh 2005 - 2006
Skills
2008 R2, TMG, VMware, Active Directory, Virtualization, Infrastructure, Windows Server, Exchange 2010/2007/2003, Citrix, Disaster Recovery, Cloud Computing, VMware ESX, SAN, Microsoft SQL Server, NetApp, IBM Servers, HP Servers, Lync Server 2010, Office Communications..., Blackberry Enterprise..., Microsoft Office 2007, Microsoft Office 2003, Office 2010, Eggs, Group Policy, DNS, vSphere, Microsoft Technologies, UAG, Netscaler, Lync Server 2013, Windows Server 2012, Exchange 2013, Hyper-V
Education
Stevens Institute of Technology 2000 — 2005
Bachelor of Engineering (BE), Computer Engineering
kearny high school
mindSHIFT March 2010 - Present
External IT October 2006 - March 2010
United Capital Financial Advisers October 2006 - March 2010
Marsh 2005 - 2006
Skills
2008 R2, TMG, VMware, Active Directory, Virtualization, Infrastructure, Windows Server, Exchange 2010/2007/2003, Citrix, Disaster Recovery, Cloud Computing, VMware ESX, SAN, Microsoft SQL Server, NetApp, IBM Servers, HP Servers, Lync Server 2010, Office Communications..., Blackberry Enterprise..., Microsoft Office 2007, Microsoft Office 2003, Office 2010, Eggs, Group Policy, DNS, vSphere, Microsoft Technologies, UAG, Netscaler, Lync Server 2013, Windows Server 2012, Exchange 2013, Hyper-V
Education
Stevens Institute of Technology 2000 — 2005
Bachelor of Engineering (BE), Computer Engineering
kearny high school
George E. Haas's United Capital Financial Advisers Experience October 2006 - February 2014
Job Managing Director at Mercer Advisors
Industry Financial Services
Experience
Mercer Global Advisors Inc. January 2015 - Present
Mercer Advisors February 2014 - December 2014
United Capital Financial Advisers October 2006 - February 2014
Girard Securities October 2006 - February 2014
UBS Financial Services 2005 - 2006
Charles Schwab June 1997 - March 2005
Education
University of Phoenix 2000 — 2003
Masters Business Administration, Business
University of Arizona 1993 — 1997
Bachelor of Science, Regional Development
Brophy College Preparatory 1988 — 1992
Mercer Global Advisors Inc. January 2015 - Present
Mercer Advisors February 2014 - December 2014
United Capital Financial Advisers October 2006 - February 2014
Girard Securities October 2006 - February 2014
UBS Financial Services 2005 - 2006
Charles Schwab June 1997 - March 2005
Education
University of Phoenix 2000 — 2003
Masters Business Administration, Business
University of Arizona 1993 — 1997
Bachelor of Science, Regional Development
Brophy College Preparatory 1988 — 1992
Mark Ciucci's United Capital Financial Advisers Experience January 2005 - Present
Job SVP Advice at United Capital Financial Advisers
Industry Financial Services
Experience
United Capital Financial Advisers January 2005 - Present
United Capital Finanical Partners, Inc 2004 - Present
Wealthcare Capital Management 2011 - 2012
Ameriprise Financial (Formerly American Express Financial Advisors) 1997 - 2004
Bommarito, Ciucci & Associates - American Express Financial Advisors 1997 - 2004
American Express Financial Advisors 1982 - 2002
Education
Monterey Peninsula College 1973 — 1977
United Capital Financial Advisers January 2005 - Present
United Capital Finanical Partners, Inc 2004 - Present
Wealthcare Capital Management 2011 - 2012
Ameriprise Financial (Formerly American Express Financial Advisors) 1997 - 2004
Bommarito, Ciucci & Associates - American Express Financial Advisors 1997 - 2004
American Express Financial Advisors 1982 - 2002
Education
Monterey Peninsula College 1973 — 1977
Richard Westhelle's United Capital Financial Advisers Experience May 2012 - Present
Job Wealth Manager at United Capital
Industry Financial Services
Experience
Girard Securities May 2013 - Present
United Capital Financial Advisers May 2012 - Present
Stonegate Wealth Management, LLC December 2009 - April 2012
Family Financial Research January 2009 - December 2009
Skills
Wealth Management, Strategic Financial..., Asset Allocation, Portfolio Management, Financial Advisory, Retirement Planning, Retirement, Series 65, Asset Management, Securities, FINRA, Financial Modeling, Finance, Mergers & Acquisitions, Financial Planning, Investments
Education
The Ohio State University 2003 — 2008
Bachelors of Science, Financial Planning
Girard Securities May 2013 - Present
United Capital Financial Advisers May 2012 - Present
Stonegate Wealth Management, LLC December 2009 - April 2012
Family Financial Research January 2009 - December 2009
Skills
Wealth Management, Strategic Financial..., Asset Allocation, Portfolio Management, Financial Advisory, Retirement Planning, Retirement, Series 65, Asset Management, Securities, FINRA, Financial Modeling, Finance, Mergers & Acquisitions, Financial Planning, Investments
Education
The Ohio State University 2003 — 2008
Bachelors of Science, Financial Planning
Celestino Cubilla's United Capital Financial Advisers Experience April 2012 - July 2013
Job Creating and Maintaining a Winning Team
Industry Financial Services
Experience
Successful Financial Performance October 2003 - Present
Amway Global January 1995 - April 2015
United Capital Financial Advisers April 2012 - July 2013
Pomeranz Financial Management November 2004 - March 2012
Hyatt Hotels Corporation April 2000 - July 2002
Panama Canal Authority January 1981 - December 1995
Skills
Investments, Financial Advisory, Finance, Accounting, Financial Analysis, Management Consulting, Retirement Planning, Strategic Financial..., Tax
Education
Florida Atlantic University 2007 — 2009
Financial Planning
The Catholic University of America 1983 — 1984
Fullbright Fellow, Maritime Administration
Universidad de Panamá
Bachelor of Arts, Economics
Successful Financial Performance October 2003 - Present
Amway Global January 1995 - April 2015
United Capital Financial Advisers April 2012 - July 2013
Pomeranz Financial Management November 2004 - March 2012
Hyatt Hotels Corporation April 2000 - July 2002
Panama Canal Authority January 1981 - December 1995
Skills
Investments, Financial Advisory, Finance, Accounting, Financial Analysis, Management Consulting, Retirement Planning, Strategic Financial..., Tax
Education
Florida Atlantic University 2007 — 2009
Financial Planning
The Catholic University of America 1983 — 1984
Fullbright Fellow, Maritime Administration
Universidad de Panamá
Bachelor of Arts, Economics
Jane Garber's United Capital Financial Advisers Experience August 2008 - Present
Job Practice Manager
Industry Human Resources
Experience
United Capital Financial Advisers August 2008 - Present
Skills
Retirement Planning, Risk Management, Wealth, Wealth Management, Team Building, Asset Allocation
Education
Embry-Riddle Aeronautical University
Master of Business Administration (M.B.A.)
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison
Bachelor of Arts (B.A.), Theatre/Stage Management
United Capital Financial Advisers August 2008 - Present
Skills
Retirement Planning, Risk Management, Wealth, Wealth Management, Team Building, Asset Allocation
Education
Embry-Riddle Aeronautical University
Master of Business Administration (M.B.A.)
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison
Bachelor of Arts (B.A.), Theatre/Stage Management
Carolyn Godoy's United Capital Financial Advisers Experience June 2012 - December 2012
Job Project Coordinator at Carlson Design Construct
Industry Financial Services
Experience
Carlson Design Construct April 2015 - Present
ARRI December 2014 - February 2015
Teich, Beim & Moro P.C. December 2012 - October 2014
Alps Road Family Foot & Ankle October 2010 - October 2014
United Capital Financial Advisers June 2012 - December 2012
T&M Associates October 2011 - November 2011
Skills
Sage 300 ERP, Accounts Payable, Analysis, Microsoft Excel, Invoicing, Data Entry, Time Management, CCH ProSystem fx, QuickBooks, Microsoft Office, Microsoft Word, PowerPoint, Administrative..., Event Management, Management, Public Speaking, Maple, TRAKnet Medical Record..., Outlook, Account Reconciliation, Payroll
Education
Montclair State University 2006 — 2011
B.S, Mathematics with a concentration in Finance
Carlson Design Construct April 2015 - Present
ARRI December 2014 - February 2015
Teich, Beim & Moro P.C. December 2012 - October 2014
Alps Road Family Foot & Ankle October 2010 - October 2014
United Capital Financial Advisers June 2012 - December 2012
T&M Associates October 2011 - November 2011
Skills
Sage 300 ERP, Accounts Payable, Analysis, Microsoft Excel, Invoicing, Data Entry, Time Management, CCH ProSystem fx, QuickBooks, Microsoft Office, Microsoft Word, PowerPoint, Administrative..., Event Management, Management, Public Speaking, Maple, TRAKnet Medical Record..., Outlook, Account Reconciliation, Payroll
Education
Montclair State University 2006 — 2011
B.S, Mathematics with a concentration in Finance
Karina Cheng's United Capital Financial Advisers Experience January 2009 - October 2010
Job Staff Accountant at Medallia, Inc.
Industry Computer Software
Experience
Medallia, Inc. April 2014 - Present
Medallia, Inc. April 2012 - March 2014
Markimex, Inc. October 2010 - April 2012
United Capital Financial Advisers January 2009 - October 2010
Skills
Accounts Receivable, Revenue Recognition, CRM, Bank Reconciliation, General Journal, Cash Receipts and..., Invoicing, Mas 90, Great Plains Software, Tensoft, Mandarin, Vendor Management, Accounts Payable, Accounting, Financial Reporting
Education
University of California, Irvine 2007 — 2010
Bachelor of Arts (B.A.), Business Economics / Accounting
Soochow University
Accounting
Medallia, Inc. April 2014 - Present
Medallia, Inc. April 2012 - March 2014
Markimex, Inc. October 2010 - April 2012
United Capital Financial Advisers January 2009 - October 2010
Skills
Accounts Receivable, Revenue Recognition, CRM, Bank Reconciliation, General Journal, Cash Receipts and..., Invoicing, Mas 90, Great Plains Software, Tensoft, Mandarin, Vendor Management, Accounts Payable, Accounting, Financial Reporting
Education
University of California, Irvine 2007 — 2010
Bachelor of Arts (B.A.), Business Economics / Accounting
Soochow University
Accounting
Elliot Anderson's United Capital Financial Advisers Experience June 2007 - May 2010
Job Branch Manager at Midwest Roofing Supply / SRS Distribution
Industry Building Materials
Experience
Midwest Roofing Supply / SRS Distribution July 2011 - Present
Century Building Supply May 2010 - July 2011
United Capital Financial Advisers June 2007 - May 2010
Glenn Miller, CPA & The Tax Problem Fixers January 2006 - May 2007
Meridian Implement Company May 2003 - January 2006
Skills
Sales Management, Building Materials, Customer Service, Account Management, Team Building, Operations Management, Purchasing, Strategic Planning, Business Strategy, Marketing Strategy, Team Leadership, Budgets, Pricing, Business Planning, Training
Education
Montana State University-Bozeman 1996 — 2000
Bachelor of Science (B.S.), Agricultural Business and Management
Barrington High School 1992 — 1996
High School Diploma, General Studies
Midwest Roofing Supply / SRS Distribution July 2011 - Present
Century Building Supply May 2010 - July 2011
United Capital Financial Advisers June 2007 - May 2010
Glenn Miller, CPA & The Tax Problem Fixers January 2006 - May 2007
Meridian Implement Company May 2003 - January 2006
Skills
Sales Management, Building Materials, Customer Service, Account Management, Team Building, Operations Management, Purchasing, Strategic Planning, Business Strategy, Marketing Strategy, Team Leadership, Budgets, Pricing, Business Planning, Training
Education
Montana State University-Bozeman 1996 — 2000
Bachelor of Science (B.S.), Agricultural Business and Management
Barrington High School 1992 — 1996
High School Diploma, General Studies
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY