Experience
United Capital Financial Advisers, LLC   April 2015 - Present
IPA Family, LLC  February 2015 - Present
Capital Institutional Services, Inc. (CAPIS)   2000 - 2014
D&F Distributing, Inc.   May 1992 - December 1999

Skills
Insurance, Group Insurance, Health Insurance, Whole Life, Term Life Insurance, Critical Illness, Disability Insurance, Pet Insurance, Dental Insurance, Vision Insurance, Trading Assistant and..., Securities, Fidessa - USTPv14.13, Fidessa Data..., Trading Systems, Thompson One, Account Reconciliation, Risk Management, Microsoft Outlook, DTCC Reference, Microsoft Excel, Salesforce.com, AOL Instant Messaging, Microsoft Word, Investments, Equities, Customer Service

Education
The License Coach   2014 — 2015
Insurance General Lines, Life, Health, Accident Insurance, Licensed

Champions School of Real Estate   2014 — 2014
Certificate, Real Estate

The University of Texas at Arlington   2006 — 2010
Certification, Texas Law of Agency, Real Estate

Alliance Academy #0204,#13   2004 — 2005
Keeping Current with Texas Mortgage Compliance, TSLD and TREC

North Garland High School, BrookHaven College, Collin County Community College   1980 — 1986
High School Diploma, Credit Hours, Business/Commerce, General

Experience
Purple Lilies Photography   February 2015 - Present
Ferrovial Agroman US Corp.  August 2013 - February 2015
United Capital Financial Advisers, LLC   June 2013 - August 2013
Rave Motion Pictures  January 2011 - May 2013
Rave Motion Pictures  June 2009 - January 2011

Skills
Spanish, Ceridian Payroll System, TCP, TALX, Microsoft Excel, Microsoft Word, Microsoft Exchange, Windows Remote Desktop, PowerPoint, Outlook, JobApp, Organization, Social Networking, Customer Service, Customer Engagement, Customer Oriented, Event Planning, Social Media, Inventory Management, Management

Education
DeVry University-Texas   2011 — 2013
Bachelors, Business Administration, Management and Operations, Senior

Experience
United Capital Financial Advisers, LLC   August 2013 - Present
United Capital Financial Advisers, LLC   August 2013 - August 2013
Sample & Bailey, CPAs   January 2013 - June 2013
Sample & Bailey, CPAs   August 2002 - December 2012
Anthem Blue Cross and Blue Shield  June 2000 - June 2001

Skills
Strategic Financial..., Retirement Planning, Wealth Management, Financial Services, Investment Advisory, Investment Management, Tax, 401k, Accounting, Tax Returns, Tax Preparation, Corporate Tax, Financial Reporting, Finance, Income Tax, US GAAP, Accounts Receivable, Financial Statements, QuickBooks, CPA, GAAP, Auditing, Financial Analysis, Bookkeeping, Financial Accounting, Tax Research, Accounts Payable, General Ledger, Tax Accounting, Estate Planning, CCH Research, Canadian Tax, Tax Consolidation, Microsoft Word, Start-ups, Taxation of Trusts, Consolidated Returns, Foreign Tax Credit, Individual Returns, State Tax Planning, Leadership, CCH Intelliconnect, C-Corp, Multi-state tax returns, Trust Taxation, Pass-through Entities, Research & Development..., Franchise Tax, Financial Planning

Education
Colorado State University   1996 — 2000
Bachelor's, Accounting

FCHS   1993 — 1996

Experience
The Investment Counsel Company   November 2014 - Present
United Capital Financial Advisers, LLC   February 2014 - November 2014
The Investment Counsel Company of Nevada   May 2008 - February 2014
Raymond James Financial  June 2001 - May 2008
A.G. Edwards & Sons, Inc.   July 2004 - June 2005
Gould & Lamb, LLC   September 2003 - July 2004
Public Financial Management  July 1998 - October 2000

Skills
Wealth Management, Uniform Combined State..., Client Liaison, Portfolio Reporting, Mutual Funds, Portfolio Management

Education
Keiser College   2000 — 2001
A.A., Business Administration

Northeastern University   1994 — 1998

Experience
The University of Alabama School of Law  August 2015 - Present
Murphy & Sylvest - Financial Planning for the Good Life   January 2015 - July 2015
Amazon.com  July 2013 - January 2015
United Capital Financial Advisers, LLC   May 2014 - August 2014
Texas Tech University  June 2013 - May 2014
Texas Tech University  June 2012 - May 2014
Vietnam Student Association-Colorado State University   November 2011 - May 2012
CSU Housing and Dining Center   August 2011 - May 2012
Financial Planning Association-Colorado State University   August 2011 - May 2012
American Center-US Embassy Hanoi   December 2009 - June 2010

Skills
Microsoft Excel, PowerPoint, Data Analysis, Financial Planning..., InDesign, Personal Financial..., Photoshop, Promotional Design, Accounting, Presentation Design, Economics, Marketing Strategy, Time Management

Education
The University of Alabama School of Law   2015 — 2018
Juris Doctor (J.D.)

Texas Tech University   2012 — 2014
Master's Degree, Personal Financial Planning, 3.9

Colorado State University   2011 — 2012
Bachelor, Economics, Financial Planning, 3.9

Foreign Trade University   2008 — 2011
Bachelor, Economics

Experience
United Capital Financial Advisers, LLC   September 2015 - Present
The CSR Group LLC  September 2014 - August 2015
Wellness Coaching and Nutrition Therapy, PLLC   May 2013 - June 2015
Trac-Cam   September 2014 - February 2015
Medical Center for Eating Disorders, PLLC   June 2014 - November 2014

Skills
Leadership, Research, Office Administration, Marketing Material..., Customer Service, Social Media, Facebook Marketing, Website Updating, Medical Billing, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, Access, Salesforce.com, Constant Contact, QuickBooks, Adobe Acrobat, Adobe Photoshop, Dropbox, VBA, Basic HTML, Google Forms, Project Management, Business Analysis, Microsoft Office, Teamwork, Time Management, Self-management, Data Analysis, Analysis

Education
Texas State University   2012 — 2015
Bachelor of Business Administration (B.B.A.), International Economics, Magna Cum Laude

Experience
United Capital Financial Advisers, LLC   March 2014 - Present
Independent Wealth Advisors Group, Inc.   January 2013 - February 2014
Thomas Burdg Consulting (TBCI)   2003 - December 2012
Thrivent Financial for Lutherans  June 2004 - February 2008
Thomas Burdg Consulting (TBCI)   March 2003 - June 2004
ING Clarion  May 2001 - March 2003
Bernand and Allison   July 1998 - February 2001

Skills
Estate Planning, Business Planning, Investment Management, Passion for Helping..., ChFC, RIA, Exceeding Customer..., Highly Dedicated, Building Customer..., ChFC designation, goal-based financial..., Strategic Financial..., LinkedIn Open Networker, Financial Planning, Investment Planning, Investment Analysis, Divorce Planning, CDFA, Tax planning, Investment Tax Planning, Retirement Planning, Corporate Benefit..., Independent Financial..., Fee-Based, Life Insurance Planning, Business Benefits, Inheritance Planning, 401(k) Management, 401(k) Analysis

Education
Institute of Divorce Financial Analysts   2013 — 2013
CDFA- Certified Divorce Financial Analyst, CDFA Designation

The American College   2006 — 2008
ChFC-Charterd Financial Consultant

Experience
United Capital Financial Advisers, LLC   December 2007 - Present

Skills
Management, Investments, Strategic Financial..., Coaching, Financial Planning, Mutual Funds, Portfolio Management, Asset Managment, Asset Allocation, Investment Advisory, Alternative Investments, Equities, Risk Management, Asset Management

Education
Texas Tech University   1984 — 1987
Bachelor of Business Administration (B.B.A.), Financial Planning and Services / Financial Mathematics, 3.2

Texas Tech University

Experience
FactSet  September 2015 - Present
Associated Students of Colorado State University  June 2014 - Present
Colorado State University  August 2013 - Present
Grant Thornton LLP  June 2014 - August 2014
United Capital Financial Advisers, LLC   February 2014 - May 2014
Sharkey, Howes & Javer   June 2013 - August 2013

Skills
Financial Analysis, Financial Reporting, Financial Risk, Auditing, Process Improvement, Investment Banking, Financial Modeling, Internal Controls, Retirement Planning, Spreadsheets, Analysis, Valuation, Public Speaking, Leadership, Microsoft Office, Research, Sales, Strategic Planning, Social Networking

Education
Colorado State University   2011 — 2015
Bachelor of Science (BS), Finance, General

Experience
United Capital Financial Advisers, LLC   January 2015 - Present
United Capital Financial Advisers, LLC   January 2015 - Present
Capital Investment Counsel  January 2003 - January 2015
Charles Schwab  1995 - 2003

Skills
Investments, Wealth Management, Asset Management, Portfolio Management, Certified Financial..., Equities, Financial Management..., Retirement Planning, Retirement Plan..., Estate Tax Planning, Personal Tax Planning, Bonds, Equity Research, Life & Health Insurance..., Economics, Strategic Financial..., Personal Financial..., Manage Client..., Client Relations Skills, Investment Advisory

Education
University of Colorado at Denver   1993 — 1995
Master of Finance, Finance and Financial Management Services

The University of New Mexico   1991 — 1993
Master's Degree, Sports Information

Mesa State College   1982 — 1986
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

Experience
United Capital Financial Advisers, LLC   February 2015 - Present
United Capital Financial Advisers, LLC   January 2014 - February 2015
United Capital Financial Advisers, LLC   February 2013 - January 2014
United Capital Financial Advisers, LLC   August 2012 - February 2013
Sanders Financial Management (Merged with United Capital)   April 2011 - August 2012
Sanders Financial Management (Merged with United Capital)   June 2008 - April 2011
Kingsley Associates  January 2007 - June 2008
Imagelinx   May 2006 - August 2006

Skills
Investments, Valuation, Economics, Analysis, Equities, Investment Policy, Portfolio Management, Asset Management, Financial Management, Research, Financial Analysis, Portfolios, Mutual Funds, Stocks, Securities, Emerging Markets, Statistics, Microsoft Office, Due Diligence, Recommendations, Trading, Financial Modeling, Risk, Industry Analysis, Bloomberg Terminal, Real Estate, Customer Relations, Real Estate Investment, Financial Planning, Bloomberg, Investment Strategies, Fixed Income, Cash Flow, Financial Markets, Asset Allocation, Equity Research, Options, Equity Valuation, Excel, DCF, Wealth Management, Business Valuation, Data Analysis, Microsoft Excel, Asset Managment, Corporate Finance, Investment Management, Customer Service, Finance, Strategic Financial...

Education
Chartered Financial Analyst (CFA)   2006 — 2009
CFA, Investment Analysis

Certified Financial Planner (CFP) Candidate

Georgia State University   2005 — 2006
Master of Science, Finance

Georgia State University - J. Mack Robinson College of Business   2005 — 2006
Masters, Finance

Mercer University   2001 — 2005
Bachelors, Finance & Economics

Experience
United Capital Financial Advisers, LLC   November 2013 - Present
Junior Achievement  2012 - Present
March of Dimes  2013 - 2015
Bell State Bank & Trust  December 2007 - November 2013
Associated Bank  October 2003 - December 2007
United States Senate  2003 - 2003

Skills
Financial Planning, Wealth Management, Portfolio Management, Asset Allocation, Credit, Personal Finance, Alternative Investments, High Net Worth..., Strategic Financial..., Investments, Fixed Annuities, Integrity, Retirement Planning, Financial Analysis, Investment Advisory, Financial Advisory, Banking, Finance, Asset Management, Wealth, Investment Management, Risk Management, Financial Services, Customer Service, Retirement, Management

Education
Cannon Institute of Higher Learning   2012 — 2013

University of St. Thomas   2000 — 2004
Bachelors of Liberal Arts, Business Law and English

Experience
United Capital Financial Advisers, LLC   May 2015 - Present
StanCorp Investment Advisers, Inc.   October 2009 - May 2015
U.S. Peace Corps Honduras   February 2007 - May 2009
Grant Thornton Dallas, TX   January 2005 - November 2006

Skills
Retirement Planning, Strategic Financial..., Portfolio Management

Education
The University of Texas at Arlington - College of Business   2004 — 2006
Master of Business Administation

New Mexico State University   1998 — 2003
Bachelor of Accountancy

Experience
MassMutual Financial Group  October 2014 - Present
Girard Securities  October 2011 - October 2014
United Capital Financial Advisers, LLC   October 2011 - October 2014
RN.org   2008 - 2011

Skills
Retirement Planning, Corporate Retirement..., Investment Planning, Personal Financial..., Marketing, Investments, Insurance, Pensions, Strategic Financial..., Retirement, Series 63, Investment Advisory, FINRA, 401k, Fixed Annuities, Series 7, Asset Allocation, Wealth Management

Education
Florida Atlantic University   2008 — 2011
Bachelor of Business Administration (B.B.A.), International Business/Trade/Commerce

Florida Atlantic University   2008 — 2011
Bachelor of Business Administration (B.B.A.), Marketing

Broward College   2004 — 2008
Associate of Arts (A.A.), International Business/Trade/Commerce

Experience
United Capital Financial Advisers, LLC   August 2008 - Present
Wachovia Bank  2006 - 2008
Wachovia Securities Financial Network  2006 - 2008
American General Finance  January 2000 - March 2006

Skills
Retirement Planning, Finance, Wealth Management, Retirement, 401k, Asset Allocation, Financial Advisory, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Strategic Financial..., Wealth, Investment Strategies, Series 7, Financial Planning

Education
Radford University   2001 — 2003
MBA, Business

Bridgewater College   1996 — 2000
BS, Psychology

Experience
Olympus  July 2014 - Present
Freedom Consulting Group, Inc.   September 2012 - June 2014
United Capital Financial Advisers, LLC   January 2011 - September 2012
AT&T  June 2010 - August 2010
Target  June 2008 - August 2008

Skills
Microsoft Office, Sales, Social Media Marketing, GoToMeeting, Employee Benefits, Customer Service, Salesforce.com, Administrative..., Outlook Express, Customer Experience, Outstanding Customer..., Administrative Support, Month End Close, Contract Management, Contractual Agreements, FAR, Federal Government..., Modifications, Employment Verifications, Raiser's Edge, Dunn & Bradstreet, Unanet, Certificates Of..., Rackspace Cloud, Portals, ITAR, Event Planning, Marketing Strategy, Leadership, PowerPoint, Social Media, Marketing, Microsoft Word, Social Networking, Event Management, Time Management, Training, Public Speaking, Finance, CRM

Education
Delaware State University   2005 — 2010
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

Old Mill Senior High

Experience
StudySoup  August 2015 - Present
AIG  June 2014 - August 2014
Point Global SRI  March 2014 - June 2014
United Capital Financial Advisers, LLC   May 2014 - May 2014
Hollister Co.  June 2012 - January 2014
Bryan Swartz Four Three Entertainment   September 2011 - September 2013
American Eagle Outfitters  June 2012 - July 2012

Skills
Organizational..., Microsoft Office, Customer Service, Microsoft Excel, Leadership, Critical Thinking, PowerPoint, Cashiering, Microsoft Word, Photoshop, Athletics, Teamwork, Photography, Sales, Facebook

Education
Florida State University   2011 — 2015
Bachelors of Science, Finance and Marketing

Boca Raton Community High School

Experience
United Capital Financial Advisers, LLC   May 2015 - Present
StanCorp Investment Advisers  May 2008 - May 2015
Scrivner Financial Services, LLC   December 2003 - May 2008
Meyners & Company, LLC   December 2003 - December 2006
A.G. Edwards & Sons, Inc.   January 2001 - December 2003
Arthur Andersen  1998 - 2001

Skills
Financial Planning, Estate Tax Planning, Investment Advisory, Financial Advisory, Strategic Financial..., Estate Planning

Education
Spanish Immersion Program   2000 — 2001
Spanish Language

New Mexico State University   1994 — 1998
BA, Accountancy

Sandia High   1990 — 1994
Undergraduate, General Studies

Sandia High
Undergraduate

Experience
Markit  February 2015 - Present
United Capital Financial Advisers, LLC   May 2014 - August 2014
Fischer & Company  December 2013 - January 2014

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork

Education
Texas Tech University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance

Experience
USTA NorCal Foundation   May 2015 - Present
AXR Winery   January 2015 - Present
United Capital Financial Advisers, LLC   September 2008 - Present
Alpha Omega Winery  July 2006 - Present
Saint Mary's College of California  September 2010 - September 2011
Speratus Winery   January 2010 - July 2011
The Trevethan Group of Oppenheimer & Co.   October 1995 - September 2008

Skills
Creating Honest..., Wealth Protection, Wealth Enhancement, Wealth & Estate Planning, Wealth Gifting, Wealth Management, Listening more than..., Wealth Transfer, Wealth, Client, Estate Planning, Conversation, Wealth Management..., Strategic Financial..., Investments, Portfolio Management, Insurance, Securities, Equities, Strategy, Series 63, Retirement, Series 7, Financial Advisory, Financial Services, Investment Management, Leadership, Management Consulting, Finance, High Net Worth..., Management, Mortgage Lending, Retirement Planning, Investment Advisory, Alternative Investments, Life Insurance, Asset Allocation, FINRA, Asset Management, Mutual Funds, Private Equity, Banking, Mergers & Acquisitions, Hedge Funds, 401k, Venture Capital, Fixed Income, Personal Finance, Funding, Due Diligence

Education
Saint Mary's College of California   1981 — 1985
BS, Economics

De La Salle High School   1977 — 1981
High School, General Studies

Experience
Stavis & Cohen Financial, LLC   July 2015 - Present
Texas Tech University  June 2013 - May 2015
United Capital Financial Advisers, LLC   May 2014 - August 2014
Texas Tech University  January 2013 - June 2013
Colorado State University  January 2012 - December 2012
Techcombank (TCB)   August 2011 - November 2011
ThangLong Securities (TLS)   January 2011 - May 2011

Skills
Investments, Microsoft Excel, Economics, Financial Analysis, Personal Financial..., Microsoft Word, Adobe Acrobat

Education
Texas Tech University   2013 — 2015
Master of Science (M.S.), Personal Financial Planning, 4.0

2015 Level II Candidate in the CFA Program

Colorado State University   2011 — 2012
Bachelor of Arts (B.A.), Major in Economics. Minor in Business, 3.95

Foreign Trade University Hanoi   2008 — 2011
Bachelor, International Economics, 3.85

Experience
United Capital Financial Advisers, LLC   January 2015 - Present
washguru.com   May 2012 - Present
United Capital Financial Advisers, LLC   March 2014 - January 2015
United Capital Financial Advisers, LLC   September 2012 - March 2014
United Capital of NY & NJ   June 2010 - December 2012
United Capital Financial Advisers, LLC   September 2008 - June 2010
United Capital of Texas   December 2006 - September 2009

Skills
Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Strategic Financial..., Estate Planning, Mutual Funds, Investments, Asset Managment, Portfolio Management, Securities, Insurance, Retirement, Wealth, Asset Management, Investment Strategies

Education
Texas A&M Commerce   2003 — 2005
Master of Science, Financial Planning

Texas A&M University-Corpus Christi   1998 — 2001
Bachelor of Business Administration, Finance

Experience
Reed Inc.  July 2012 - Present
Dress for Success Worldwide  July 2011 - July 2012
United Capital Financial Advisers, LLC   November 2007 - July 2012

Skills
Coaching, Customer Service, Event Planning, Non-profits, Public Speaking, Client-centric, Fundraising, Opening New Accounts, Salesforce.com, Microsoft Office, QuickBooks, Maintaining Strong...

Education
University of Nevada-Las Vegas - College of Business   2005 — 2007
Finance

College of Southern Nevada   2002 — 2005
Associate of Science (A.S.), Business Administration and Management, General

Experience
United Capital Financial Advisers, LLC   February 2014 - Present
United Auto Credit Corporation  November 2012 - February 2014
Green Mountain Coffee Roasters  June 2012 - September 2012
Rite Aid Pharmacy  June 2010 - August 2012
Champlain College  September 2009 - April 2010

Skills
Account Reconciliation, General Ledger, Microsoft Excel, PowerPoint, MySQL, VBA, PeopleSoft, Great Plains Software, Bank Reconciliation, Sales Management, Quarterly Reporting, US GAAP, Accounts Payable, Kronos, Payroll, Quicken, nVision, Terminal Server

Education
Florida Institute of Technology   2014 — 2016
Master of Business Administration (M.B.A.), Finance

Champlain College   2009 — 2013
Bachelor of Science (BS), Accounting

Experience
United Capital Financial Advisers, LLC   2005 - Present
Girard Securities  2005 - Present
BOSC, Inc.   January 2004 - July 2005
Ernst & Young LLP  January 1994 - December 2003

Education
Oklahoma State University   1988 — 1993
Bachelor, Accounting

Experience
Girard Securities  January 2014 - Present
United Capital Financial Advisers, LLC   December 2013 - Present
John Hancock Financial Network - South Florida Group   April 2011 - December 2013
First Investors Corporation  March 2010 - April 2011
BrandsMart USA  October 2004 - December 2008

Skills
Investments, Financial Analysis, Retirement Planning, Mutual Funds, Securities, Asset Managment, Strategic Financial..., Wealth Management, Forecasting, Alternative Investments, Asset Allocation, Asset Management, Investment Advisory, Portfolio Management, Finance

Education
University of Miami   2014 — 2015
CFP® Certification Professional Education Program

Florida International University - College of Business   2003 — 2009
Business, Finance

Experience
United Capital Financial Advisers, LLC   June 2014 - Present
Family Wealth Management, Inc.   November 2008 - Present
High Ridge Financial   December 2006 - November 2008
SRI World Group   2000 - 2007
UTC Fuel Cells  1996 - 1999
Camp Dresser & McKee  June 1989 - December 1993

Education
Yale School of Forestry and Environmental Studies   1993 — 1996
Masters of Environmental Management

Yale University - Yale School of Management   1993 — 1996
MBA

Hobart and William Smith Colleges   1986 — 1989
BS

The University of Connecticut

Experience
United Capital Financial Advisers, LLC   June 2015 - Present
Texas Tech University  January 2014 - Present

Skills
Teamwork, Team Building, Time Management, Microsoft Office, Microsoft Excel, Public Speaking, Customer Service, PowerPoint, Microsoft Word, Financial Planning, Financial Analysis, Investments, Finance

Education
Texas Tech University   2011 — 2015
Personal Financial Planning

Experience
United Capital Financial Advisers, LLC   May 2015 - Present

Skills
Editing, Research, Salesforce.com, Social Media, Event Management, Leadership, Microsoft Office, Public Speaking, Higher Education, Customer Service, Event Planning, Blogging, Creative Writing, Proofreading, Social Networking, Student Affairs, Public Relations, Press Releases, Admissions, Community Outreach, Newsletters, Academia, Teaching, Prezi

Education
The University of Texas at Dallas
Master's Degree, Humanities

Lamar University   2009 — 2012
Bachelor of Arts (B.A.), English

Experience
Girard Securities  December 2014 - Present
United Capital Financial Advisers, LLC   December 2014 - Present
Fidelity Investments  June 2013 - December 2014
Aramark  October 2012 - April 2013
Avis Budget Group  June 2011 - August 2011

Skills
Series 7, Series 65, Series 63, Retirement Planning, Mutual Funds, Retirement, Investments, Strategic Financial..., Fixed Annuities, Securities, Wealth Management, 401k, Financial Services, Asset Allocation, Financial Analysis, Life Insurance, Health Insurance

Education
Northwest Missouri State University   2009 — 2013
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services

Experience
Eide Bailly LLP  January 2015 - Present
Brown Brothers Harriman  June 2015 - August 2015
Aspen Heights  July 2014 - January 2015
United Capital Financial Advisers, LLC   September 2014 - December 2014
Aspen Heights  September 2013 - July 2014
Office Depot  November 2012 - January 2014

Skills
Microsoft Office, Customer Service, Logistics, Leasing, Member Relations, Marketing, Social Media, Finance, Budgets, Corporate Finance, Accounting, Social Networking, Marketing Strategy, Microsoft Excel

Education
Colorado State University   2013 — 2016
Accounting

Cherokee Trail High School   2008 — 2012
High School Diploma

Experience
United Capital Financial Advisers, LLC   January 2012 - Present
Girard Securities  January 2012 - Present
Harold C. Brown & Co. LLC   June 1999 - December 2011

Skills
Investments, Financial Advisory, Securities, Investment Management, Wealth Management, Retirement Planning, Risk Management, Asset Allocation, High Net Worth..., Estate Planning, Asset Protection, Behavioral Finance

Education
Ithaca College

Ithaca College

University of Delaware

University of Delaware

byram hills

Experience
LiveIT Consulting Group   August 2015 - Present
ONSTAGE in Bedford Theater   August 2014 - June 2015
Adecco Group  February 2015 - March 2015
LiveIT Consulting Group   2015 - 2015
LiveIT Consulting Group   2015 - 2015
LiveIT Consulting Group   2015 - 2015
Cornerstone Staffing  May 2014 - June 2014
United Capital Financial Advisers, LLC   September 2013 - February 2014
Fidelity Investments  2006 - 2013

Skills
Marketing Strategy, Public Relations, Client Relations Skills, Oral & Written..., Leadership, Public Speaking, Customer Service, Teaching, Organization, Proficient Typing Skills, Phone Etiquette, Microsoft Office, Microsoft Word, Microsoft Excel, Administrative..., Research, Budgets, Accurate Record Keeping, Team Building

Education
Keller Graduate School of Management of DeVry University   2014 — 2015
Master of Business Administration (M.B.A.), Marketing, 3.5 of 4.0

The University of Texas at San Antonio   1994 — 1999
Bachelor's Degree, English Language and Literature/Letters

Palo Alto College   1995 — 1997
Associate's Degree, Biology/Biological Sciences, General

Experience
United Capital Financial Advisers, LLC   October 2014 - Present
United Capital Financial Advisers, LLC   January 2014 - September 2014
United Capital Financial Advisers, LLC   September 2013 - January 2014
Hayta   August 2013 - September 2013
Kids R Kids  2012 - August 2013
Wells Fargo  August 2011 - May 2012
EXPRESS  February 2011 - August 2011
Primo Bacio   June 2008 - October 2009
Gilbert Dental   February 2009 - May 2009

Skills
PowerPoint, Customer Service, Sales, Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, Time Management, Teaching, Event Planning, Research, Leadership, Data Entry, Teamwork, Outlook, Social Networking, Editing, Event Management, Retail, Customer Satisfaction

Education
Brookhaven Community College   2010 — 2015
Associate's degree, Business

Community College of Philadelphia   2009 — 2012

Experience
United Capital Financial Advisers, LLC   December 2014 - Present
Girard Securities  December 2014 - Present
Ameriprise Financial Services, Inc.   April 2013 - December 2014
Wells Fargo Advisors, LLC  January 2008 - April 2013
College Works Painting  August 2005 - December 2007
College Works Painting  August 2004 - August 2005
College Works Painting  March 2004 - August 2004

Skills
Investments, Retirement, Management, Leadership, Finance, Financial Analysis, Strategy, Analysis, Project Planning, Microsoft Excel, Financial Services, Strategic Financial..., Retirement Planning, Wealth Management, Insurance, Portfolio Management, Asset Management, Mutual Funds, Securities, Financial Advisory, Team Building, Marketing Strategy, Financial Planning

Education
University of Illinois at Urbana-Champaign   2003 — 2007
Bachelor of Science (BS), Consumer Economics and Finance

Kaplan University   2011 — 2012
CERTIFIED FINANCIAL PLANNER TM

Experience
United Capital Financial Advisers, LLC   October 2014 - Present
Girard Securities  February 2014 - Present
United Capital Financial Advisers, LLC   December 2013 - September 2014
Edelman Financial Services  January 2013 - December 2013
RBC  November 2011 - November 2012
RBC  December 2010 - November 2011
Queen's University Men's Hockey   September 2007 - March 2009
Ottawa 67's, Ontario Hockey League (OHL)   October 2005 - April 2007
Kingston Frontenacs, Ontario Hockey League (OHL)   September 2004 - October 2005

Skills
Series 7, Series 66, 2-15 Health & Life..., Investment Funds in..., Financial Planning, Investment Management, Risk Management, Asset Allocation, Financial Services, Management

Education
College for Financial Planning   2013 — 2015
CFP® Certification Professional Education Program

Athabasca University   2008 — 2013
B.Comm, Finance

Experience
United Capital Financial Advisers, LLC   January 2015 - Present
BBVA Compass  September 2013 - January 2015
BBVA Compass  April 2012 - September 2013
BBVA Compass  July 2011 - April 2012
Office of the Arizona State Treasurer  May 2010 - August 2010
Waddell & Reed  May 2007 - January 2009

Skills
Wealth Management, Personal Financial..., Financial Analysis, Corporate Finance, Credit Analysis, Banking, Loans, Credit, Consumer Lending, Commercial Lending, Mortgage Lending, Portfolio Management, Microsoft Excel, PowerPoint, Microsoft Office, Strategic Financial..., Risk Management, Finance, Mutual Funds, Financial Planning

Education
Arizona State University, W. P. Carey School of Business   2007 — 2011
Bachelor of Science (B.S.), Finance

Experience
United Capital Financial Advisers, LLC   April 2009 - Present
Buckley Investment Group, Inc   October 2003 - April 2009
Save Mart Supermarkets  June 2001 - October 2003
E&J Gallo Winery  May 2000 - June 2001

Skills
Personal Finance, 401k, Employee Benefits, Retirement Planning, Retirement, Wealth, Pensions, Wealth Management..., Finance, ERISA, Management, Fixed Annuities, Estate Planning, Wealth Management, Mutual Funds

Education
California State University Stanislaus   2001 — 2003
Bachelor of Arts, Social Science; Economics, Political Science And History

Orange Coast College   2000 — 2001

College for Financial Planning
CFP Program

Experience
United Capital Financial Advisers, LLC   July 2004 - Present
Intel Corporation  June 1990 - July 2000

Skills
Investments, Asset Allocation, Asset Managment, Portfolio Management, Investment Advisory, Wealth Management, Investment Strategies, Strategic Financial..., Estate Planning, Mergers, Financial Modeling, Financial Advisory, Business Strategy, Investment Management, Asset Management, Wealth Management..., Mergers & Acquisitions, Strategy, Management

Education
Massachusetts Institute of Technology   1993 — 1995
Masters, Electrical Engineering

Massachusetts Institute of Technology - Sloan School of Management   1993 — 1995
Master of Business Administration (MBA)

University of Illinois at Urbana-Champaign   1986 — 1990
BS, Computer Engineering

Experience
United Capital Financial Advisers, LLC   2014 - Present
KC Headwear & Apparel Designs   2012 - 2014
DB&A - DeWolff, Boberg & Associates, Inc   2011 - 2013
Generational Equity, LLC.   2007 - 2010
Wyndham Hotels & Resorts  2000 - 2006

Skills
Coaching, Cross-functional Team..., New Business Development, Sales, Team Leadership, Mergers & Acquisitions, Public Speaking, Top Sales Performer, Sales Leadership..., Life Coach Institute, International Coaching..., Business Transition..., Salesforce.com, Senior Business Analyst, Careers With A Purpose, CRM, Goldmine, Account Executive, Social Networking, Vocal Specialist, Live Guitarist, Live Music Performer, Singer Songwriter, Leadership, Training, Management, Leadership Development, Team Building

Education
Life Enrichment Bootcamp
Life Enrichment Graduate

Life Coach Institute Of Orange County
Certfied Life Coach

Gateway - Careers With A Purpose

North Lake College

Experience
United Capital Financial Advisers, LLC   May 2013 - Present
United Capital Financial Partners, Inc - United Capital Financial Advisers, LLC   October 2012 - Present
United Capital Financial Advisers, LLC   March 2009 - August 2012
Hue Salon and Spa   November 2005 - November 2008

Skills
Financial Tracking, Employee Training, Microsoft Office, Management, Investments, Salesforce.com, Traincaster, Form Assembly, Blogging, Compliance, FINRA, Leadership, training, Training Delivery, Development & delivery..., Cornerstone

Education
California State University-Long Beach   2008 — 2010
Bachelor of Arts, English Education

Orange Coast College
Associates Degree, General Education

Experience
United Capital Financial Advisers, LLC   September 2009 - Present
NFL Players Association  December 2012 - Present
Florida Atlantic University  2012 - Present
Girard Securities  June 2009 - Present
Capital Planning Group   2000 - 2009
Compu-Val Investments   1993 - 2000

Skills
Series 7, Series 63, Series 24, Series 65, Wealth Empowerment..., Comprehensive Wealth..., Mentor/Coach to Other..., Investment Advisory and..., Certified Financial..., College Education..., Individual Risk..., Accredited Asset..., State of Florida 215..., Strategic Financial..., Public Speaking, Management, Social Media, Financial Advisory, Financial Services

Education
College for Financial Planning   1996 — 1997
CFP Professional Education Program, Comprehensive Financial Planning

Indiana University of Pennsylvania   1989 — 1992
Bachelor's degree, Finance and Financial Management Services, Summa Cum Laude

Drexel University - College of Business and Administration
Finance

Experience
Pitcairn  April 2014 - Present
United Capital Financial Advisers, LLC   September 2013 - April 2014
Mercer Advisors  February 2012 - March 2013
WebsterRogers Financial Advisors, LLC   March 2010 - November 2011
360 Financial Partners   2009 - 2010
Hirtle, Callaghan & Co.   July 2006 - September 2009
Vanguard  January 2004 - July 2005

Skills
Certified Financial..., Portfolio Management, Wealth Management, Institutional Investors, Investment Advisory, Financial Planning, Monte Carlo Simulation, Retirement Planning, 401k Rollovers, Retirement Plan..., Retirement Income..., Asset Management, Global Asset Allocation, Asset Allocation, Private Wealth..., Comprehensive Wealth..., Investments, Asset Managment, Retirement, Strategic Financial..., Wealth Management..., Investment Management, Investment Strategies, Institutional..., Alternative Investments, Finance, High Net Worth..., Financial Advisory, Relationship Management, Mutual Funds, Financial Markets, 401k, ETFs, Fixed Income, Financial Services, Series 65, Wealth, Family Office, Financial Planners, Pensions, Bonds, Personal Financial..., Fund Of Funds, IRAs, Pension Funds, Life Insurance, Separately Managed..., CRM, Options, Trusts

Education
Indiana University of Pennsylvania   1999 — 2004
B.S., Finance

The American College   2005 — 2007
Bryn Mawr, PA, CFP® Certification Education

Experience
United Capital Financial Advisers, LLC   May 2015 - Present
StanCorp Investment Advisers, Inc.   June 2008 - May 2015
Tisch Investment Advisory Incorporated   February 1999 - June 2008

Skills
Finance, Financial Planning, Investments, Financial Services, Portfolio Management, Investment Advisory, Mergers & Acquisitions, Management, CRM, Human Resources, Series 65, Financial Analysis

Education
Cleary University   1986 — 1990
Bachelor of Business Administration (BBA), Business Administration, Management and Operations

Experience
United Capital Financial Advisers, LLC   June 2014 - Present
SEI  July 2010 - June 2014
Bernstein Global Wealth Management  June 2008 - July 2010
Option One Mortgage Corporation  2004 - 2007

Education
Susquehanna University   1998 — 2002
BA, Finance

Emmaus High School   1994 — 1998

Experience
United Capital Financial Advisers, LLC   July 2013 - Present
c5 Wealth Management, LLC   2001 - June 2013
Financial Enhancement Group LLC  2000 - 2001
McLeodUSA Telecommunications Services Co. Inc.   1998 - 2000

Education
The American College   2004 — 2007
M.S., Financial Services

James Madison University   1992 — 1996
B.S., Biology

Experience
United Capital Financial Advisers, LLC   2014 - Present
Taco Bell  2010 - 2014
Taco Bell Foundation for Teens   2006 - 2010
Other Experience  1998 - 2006

Skills
Budgets, Management, Training, Leadership, Event Planning, Team Building, Finance, Customer Service, Franchising, Data Analysis, Project Management, Time Management, Microsoft Excel, PowerPoint, Cross-functional..., Income Statement

Education
Brandman University, Part of the Chapman University System   2011 — 2013
Master of Business Administration (MBA), Finance; Organizational Leadership

Hope International University
Bachelor of Science, Business Managment

Experience
United Capital Financial Advisers, LLC   December 1994 - Present

Skills
Microsoft Office, Strategic Planning, Leadership, Microsoft Word, Customer Service, Community Outreach, Management, Team Building

Education
Keller Graduate School of Management of DeVry University
MBA, Finance

Experience
United Capital Financial Advisers, LLC   June 2013 - Present
c5 Wealth Management   October 2006 - June 2013
Great Falls Financial Services   April 1986 - November 2006

Skills
Mediation, Investments, Estate Planning, Negotiation, Trusts, Retirement, Fixed Annuities, Insurance, Long-term Care, Contract Negotiation, Portfolio Management

Education
American International College   1969 — 1971
BA, Biology/ Math

Experience
United Capital Financial Advisers, LLC   October 2014 - Present
Canterbury Consulting  December 2012 - October 2014
United Capital Financial Partners, Inc  June 2010 - December 2012

Skills
Investments, Asset Management, Portfolio Management

Education
San Diego State University-California State University   2003 — 2007
BS, Finance

Experience
United Capital Financial Advisers, LLC   May 2015 - Present
StanCorp Investment Advisers  May 2006 - May 2015
AAA Michigan  November 1995 - April 2006
Laventhol & Horwath CPAs  June 1989 - March 1990

Skills
Investments, Investment Strategies, Investment Advisory, Wealth Management, Investment Management, Retirement Planning, Bonds, Asset Managment, Retirement, Financial Planners, Portfolio Management, Asset Allocation

Education
Eastern Michigan University   1990 — 1991
MBA, Finance, Economics, Statistics

The Ohio State University - The Max M. Fisher College of Business   1984 — 1989
BBA, Accounting, Finance, Economics

Experience
AXA  January 2013 - Present
United Capital Financial Advisers, LLC   February 2012 - January 2013
AXA Equitable  2007 - January 2012
Morgan Stanley  September 2006 - May 2007
UBS Financial Services  June 1998 - June 2006
Dain Rausher, Inc. (Formerly Rauscher Pierce Refsnes, Inc.)   March 1996 - June 1998
Clark Bardes, Inc.   June 1995 - January 1996
AXA Advisors  March 1990 - June 1995
Sigma Pi Fraternity  June 1983 - August 1994
Shearson Lehman Hutton  September 1989 - February 1990

Skills
Life Insurance, Long-term Care, Insurance, Retirement Planning, Series 7, Variable Annuities, Series 63, Estate Planning, Financial Planning, Long Term Care Insurance

Education
The Ohio State University   1979 — 1983
Bachelor of Arts (B.A.), Psychology, Marketing

Western Michigan University   1978 — 1979
Business Administration and Management, General

Experience
United Capital Financial Advisers, LLC   April 2015 - Present
United Capital Financial Advisers, LLC   June 2013 - April 2015
United Capital Financial Advisers, LLC   February 2012 - May 2013
Peak Capital Investment Services  January 2011 - February 2012
Regale Services   May 2010 - February 2011
FC Andorra   January 2004 - December 2004
Gimnasia y Esgrima La Plata   January 2000 - December 2003

Skills
Financial Analysis, Office Administration, Microsoft Excel, Customer Service, Executive..., Budgets, Insurance, Financial Services, Athletics, Soccer

Education
Dallas Baptist University   2009 — 2010
BS, Finance & Management

Politecnica #703 Puerto Madryn, Chubut Patagonia Argentina   1998 — 2002
Semi Professional Soccer Player, Athlete

Experience
Optimal Weight Management Clinic, LLC   June 2013 - Present
United Capital Financial Partners, Inc  August 2004 - Present
United Capital Financial Advisers LLC  November 2004 - Present

Skills
Writing, editing, due..., Securities, Coaching, Due Diligence, Public Speaking, Investments, Asset Management, Research, Corporate Law, Wealth Management, Mutual Funds, Hedge Funds

Education
Drake University
Bachelor of Arts, Master of Arts

Arizona State University
Executive Management

Mt. San Antonio College
Assoc in Science - Fine Arts

Experience
State Farm  May 2015 - Present
United Capital Financial Advisers, LLC   July 2014 - May 2015
United Capital Financial Advisers, LLC   December 2013 - July 2014
Morgan Stanley Wealth Management  September 2013 - November 2013
PNC  January 2012 - August 2013
Bank of America  January 2010 - December 2011
BB&T  September 2007 - December 2009

Skills
Banking, Retirement Planning, Alternative Investments, Investment Management, Wealth Management, Strategic Financial..., Financial Services, Estate Planning, Portfolio Performance..., Asset Allocation, Retail Banking, Loans, Cross Selling, Finance, Consumer Lending, Leadership, Cash-flow Management, Home Equity Loans, Relationship Management, Customer Acquisition, Customer Experience..., Team Management, Strategic Partnerships, Staff Development, Resourceful..., Private Clients, Salesforce.com, Financial Planning, Property & Casualty..., Life Insurance, Portfolio Management, Investments, Management, Financial Analysis, Risk Management, Mutual Funds, Sales, Insurance, Securities, Series 63, Financial Advisory, Customer Service, Retirement, Business Development

Education
Montgomery College

Experience
United Capital Financial Advisers, LLC   May 2013 - Present
RuffaloCODY  September 2012 - May 2013

Skills
PowerPoint, Microsoft Excel, Teamwork, Research, Social Media, Fundraising

Education
Kansas State University   2011 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Experience
De Groote Financial Group LLC   September 2013 - Present
United Capital Financial Advisers, LLC   November 2009 - September 2013
Western International Securities  June 2009 - October 2009
Charles Schwab  April 2007 - May 2009
AIG Annuity  February 2004 - March 2007

Education
California State University-Northridge   2000 — 2004
Economics