United Capital Financial Advisers, LLC
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United Capital Financial Advisers, LLC Employees
Employee
Years
Job
Industry
Lacey Geil Lacey Geil's United Capital Financial Advisers, LLC Experience February 2015 - Present
Job Client Relationship Manager at United Capital Financial Advisers, LLC
Industry
Experience
United Capital Financial Advisers, LLC February 2015 - Present
Richland Advisory, LLC August 2014 - Present
Skills
Clinical Research, Teaching, Microsoft Office, Customer Service
Education
University of Alabama 2006 — 2010
Bachelor of Arts, Communication Disorders
University of Alabama
Bachelor of Science (B.S.)
United Capital Financial Advisers, LLC February 2015 - Present
Richland Advisory, LLC August 2014 - Present
Skills
Clinical Research, Teaching, Microsoft Office, Customer Service
Education
University of Alabama 2006 — 2010
Bachelor of Arts, Communication Disorders
University of Alabama
Bachelor of Science (B.S.)
Brian McDowell, CFA Brian McDowell, CFA's United Capital Financial Advisers, LLC Experience January 2015 - Present
Job Managing Director at United Capital Financial Advisers, LLC / Director of Research & Trading Capital Investment Counsel
Industry Financial Services
Experience
United Capital Financial Advisers, LLC January 2015 - Present
Capital Investment Counsel 2010 - Present
Capital Investment Counsel 2008 - 2010
Capital Investment Counsel 2003 - 2008
Charles Schwab 1999 - 2003
Skills
Investments, Market Research, Investment Management, Portfolio Management, Financial Services, Equities, Financial Education, Strategic Financial..., Fixed Income, Trading, Asset Managment, Investment Strategies, Research, Investment Advisory, Finance, Asset Allocation, Analysis, Financial Analysis, Alternative Investments, Economics, Management, Estate Planning, Fixed Income Analysis, Economic Research
Education
University of Colorado at Boulder 1995 — 1999
BS, Business Administration - Finance
Semester at Sea 1998 — 1998
Fall 1998
United Capital Financial Advisers, LLC January 2015 - Present
Capital Investment Counsel 2010 - Present
Capital Investment Counsel 2008 - 2010
Capital Investment Counsel 2003 - 2008
Charles Schwab 1999 - 2003
Skills
Investments, Market Research, Investment Management, Portfolio Management, Financial Services, Equities, Financial Education, Strategic Financial..., Fixed Income, Trading, Asset Managment, Investment Strategies, Research, Investment Advisory, Finance, Asset Allocation, Analysis, Financial Analysis, Alternative Investments, Economics, Management, Estate Planning, Fixed Income Analysis, Economic Research
Education
University of Colorado at Boulder 1995 — 1999
BS, Business Administration - Finance
Semester at Sea 1998 — 1998
Fall 1998
Jacqueline Martinez Jacqueline Martinez's United Capital Financial Advisers, LLC Experience February 2015 - Present
Job VP, Acquisitions at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC February 2015 - Present
United Capital Financial Advisers, LLC July 2014 - February 2015
Evolution Hospitality September 2012 - June 2014
United Capital Financial Partners, Inc April 2011 - September 2012
California Bank & Trust May 2007 - April 2011
Skills
MS Excel, Access, &..., Financial Analysis, Budgeting, Forecasting, Dashboard Metrics, Board of Directors..., Salesforce.com, FRx Report Designer, Variance Analysis, Bilingual-Spanish, Microsoft Excel, Budgets, Business Development, Financial Modeling, Financial Reporting, Investments, Finance, Process Improvement, Management, Leadership, Strategic Planning, Credit
Education
University of San Diego 2003 — 2009
Bachelors of Business Administration
United Capital Financial Advisers, LLC February 2015 - Present
United Capital Financial Advisers, LLC July 2014 - February 2015
Evolution Hospitality September 2012 - June 2014
United Capital Financial Partners, Inc April 2011 - September 2012
California Bank & Trust May 2007 - April 2011
Skills
MS Excel, Access, &..., Financial Analysis, Budgeting, Forecasting, Dashboard Metrics, Board of Directors..., Salesforce.com, FRx Report Designer, Variance Analysis, Bilingual-Spanish, Microsoft Excel, Budgets, Business Development, Financial Modeling, Financial Reporting, Investments, Finance, Process Improvement, Management, Leadership, Strategic Planning, Credit
Education
University of San Diego 2003 — 2009
Bachelors of Business Administration
Weston Keenan Weston Keenan's United Capital Financial Advisers, LLC Experience April 2015 - Present
Job Registered Representative at Girard Securities
Industry Financial Services
Experience
United Capital Financial Advisers, LLC April 2015 - Present
Girard Securities April 2015 - Present
Valhaven Wealth Management February 2014 - April 2015
Mutual of Omaha July 2011 - January 2014
Camp La Junta June 2004 - August 2009
Zax Pints and Plate January 2007 - May 2007
Skills
Insurance, Retirement, Disability Insurance, Finance, Life Insurance, Fixed Annuities, Strategic Financial..., Retirement Planning, Investments, Term Life Insurance, Long-term Care, Employee Benefits, Sales, Personal Finance, Health Insurance
Education
University of Mississippi 2007 — 2011
Bachelor of Business Administration, Marketing/Management
St. Michaels Catholic Academy 2004 — 2007
Westlake
United Capital Financial Advisers, LLC April 2015 - Present
Girard Securities April 2015 - Present
Valhaven Wealth Management February 2014 - April 2015
Mutual of Omaha July 2011 - January 2014
Camp La Junta June 2004 - August 2009
Zax Pints and Plate January 2007 - May 2007
Skills
Insurance, Retirement, Disability Insurance, Finance, Life Insurance, Fixed Annuities, Strategic Financial..., Retirement Planning, Investments, Term Life Insurance, Long-term Care, Employee Benefits, Sales, Personal Finance, Health Insurance
Education
University of Mississippi 2007 — 2011
Bachelor of Business Administration, Marketing/Management
St. Michaels Catholic Academy 2004 — 2007
Westlake
Grant Webster, CFP® Grant Webster, CFP®'s United Capital Financial Advisers, LLC Experience November 2010 - February 2012
Job Senior Wealth Manager at AKT Wealth Advisors
Industry Investment Management
Experience
AKT Wealth Advisors LP February 2012 - Present
United Capital Financial Advisers, LLC November 2010 - February 2012
Honeycutt, Smith and Associates May 2008 - October 2010
JRS Wealth Management Group May 2006 - April 2007
Skills
Wealth Management, Strategic Financial..., Financial Planners, Investment Strategies, Investments, Asset Allocation, Retirement Planning, Financial Advisory, Investment Management, Financial Planning, Asset Management, Asset Managment
Education
San Diego State University - Graduate School of Business 2008 — 2009
Master of Science Business Administration, Financial and Tax Planning
University of Arizona, Eller College of Management 2004 — 2008
Bachelor of Science, Finance
AKT Wealth Advisors LP February 2012 - Present
United Capital Financial Advisers, LLC November 2010 - February 2012
Honeycutt, Smith and Associates May 2008 - October 2010
JRS Wealth Management Group May 2006 - April 2007
Skills
Wealth Management, Strategic Financial..., Financial Planners, Investment Strategies, Investments, Asset Allocation, Retirement Planning, Financial Advisory, Investment Management, Financial Planning, Asset Management, Asset Managment
Education
San Diego State University - Graduate School of Business 2008 — 2009
Master of Science Business Administration, Financial and Tax Planning
University of Arizona, Eller College of Management 2004 — 2008
Bachelor of Science, Finance
Anna Chi Anna Chi's United Capital Financial Advisers, LLC Experience June 2015 - Present
Job Staff Accountant @ United Capital
Industry Accounting
Experience
United Capital Financial Advisers, LLC June 2015 - Present
The Management Trust August 2014 - June 2015
Cypress College January 2014 - May 2014
Diversified Veterinary Management April 2010 - June 2013
IDEA Inc. August 2006 - September 2008
Skills
Close Attention to..., Managing Deadlines, Team-oriented, Highly Ambitious, Highly personable, Microsoft Office, QuickBooks, Quicken, Lacerte, Organized Multi-tasker, Client Relations Skills, Accounting, Accounts Payable, Accounts Receivable, Financial Statements, General Ledger, PowerPoint, Microsoft Excel, Auditing, Budgets, Teamwork, Microsoft Word
Education
Cypress College 2013 — 2014
Accounting
California State University-Fullerton 2013 — 2013
Accounting
Fullerton College 2013 — 2013
Accounting
UC Irvine 2008 — 2012
Bachelor of Arts (B.A.), Business/Managerial Economics
Irvine Valley College 2012 — 2014
Accounting
United Capital Financial Advisers, LLC June 2015 - Present
The Management Trust August 2014 - June 2015
Cypress College January 2014 - May 2014
Diversified Veterinary Management April 2010 - June 2013
IDEA Inc. August 2006 - September 2008
Skills
Close Attention to..., Managing Deadlines, Team-oriented, Highly Ambitious, Highly personable, Microsoft Office, QuickBooks, Quicken, Lacerte, Organized Multi-tasker, Client Relations Skills, Accounting, Accounts Payable, Accounts Receivable, Financial Statements, General Ledger, PowerPoint, Microsoft Excel, Auditing, Budgets, Teamwork, Microsoft Word
Education
Cypress College 2013 — 2014
Accounting
California State University-Fullerton 2013 — 2013
Accounting
Fullerton College 2013 — 2013
Accounting
UC Irvine 2008 — 2012
Bachelor of Arts (B.A.), Business/Managerial Economics
Irvine Valley College 2012 — 2014
Accounting
Vinit Harichandra Vinit Harichandra's United Capital Financial Advisers, LLC Experience January 2014 - Present
Job Manager of Investment Operations at United Capital Financial Partners, Inc
Industry Financial Services
Experience
United Capital Financial Advisers, LLC January 2014 - Present
United Capital Financial Partners, Inc February 2013 - January 2014
Ramada Dallas by Wyndham January 2009 - March 2013
Northwest Hospitality LLC August 2007 - January 2009
Skills
Customer Service, Cash Management, Customer Satisfaction, Microsoft Office, Microsoft Excel, Microsoft Word, Cash Collection, Operations Management, A/R Management, A/R analysis, Cash Posting, Aging Reports, Collections, Financial Modeling, Hotel Administration, Investments
Education
The University of Texas at Arlington 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance
The University of Texas at Arlington
Bachelor, Business Administration; Finance
United Capital Financial Advisers, LLC January 2014 - Present
United Capital Financial Partners, Inc February 2013 - January 2014
Ramada Dallas by Wyndham January 2009 - March 2013
Northwest Hospitality LLC August 2007 - January 2009
Skills
Customer Service, Cash Management, Customer Satisfaction, Microsoft Office, Microsoft Excel, Microsoft Word, Cash Collection, Operations Management, A/R Management, A/R analysis, Cash Posting, Aging Reports, Collections, Financial Modeling, Hotel Administration, Investments
Education
The University of Texas at Arlington 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance
The University of Texas at Arlington
Bachelor, Business Administration; Finance
Colin Bindner Colin Bindner's United Capital Financial Advisers, LLC Experience June 2013 - Present
Job Advice Specialist at United Capital Financial Advisers
Industry
Experience
United Capital Financial Advisers, LLC June 2013 - Present
Vestal Financial May 2013 - August 2013
Tom Muehlenbeck Center June 2009 - May 2013
Skills
Microsoft Excel, Teaching, Salesforce.com, PowerPoint, Leadership, Customer Service, Process Improvement, Program Management, Teamwork, Microsoft Word, Product Development, Time Management, Microsoft Office
Education
The University of Texas at Dallas 2009 — 2013
United Capital Financial Advisers, LLC June 2013 - Present
Vestal Financial May 2013 - August 2013
Tom Muehlenbeck Center June 2009 - May 2013
Skills
Microsoft Excel, Teaching, Salesforce.com, PowerPoint, Leadership, Customer Service, Process Improvement, Program Management, Teamwork, Microsoft Word, Product Development, Time Management, Microsoft Office
Education
The University of Texas at Dallas 2009 — 2013
Ron Wyatt Ron Wyatt's United Capital Financial Advisers, LLC Experience January 2014 - Present
Job Managing Advisor at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC January 2014 - Present
JFS Wealth Advisors September 2009 - January 2014
Wells Fargo Advisors March 2000 - September 2009
Education
University of Pittsburgh-Johnstown 1983 — 1987
BA, Finance and Accounting
Keystone Oaks 1978 — 1982
United Capital Financial Advisers, LLC January 2014 - Present
JFS Wealth Advisors September 2009 - January 2014
Wells Fargo Advisors March 2000 - September 2009
Education
University of Pittsburgh-Johnstown 1983 — 1987
BA, Finance and Accounting
Keystone Oaks 1978 — 1982
Jaime DeGaspe Jaime DeGaspe's United Capital Financial Advisers, LLC Experience December 2012 - Present
Job Senior Accountant at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC December 2012 - Present
Deutsche Bank July 2011 - March 2012
Deutsche Bank January 2008 - March 2012
Putnam Investments November 2006 - October 2007
Putnam Investments December 2005 - November 2006
Putnam Investments January 2005 - December 2005
Skills
Microsoft Excel, Advent Geneva, Sungard Investier, Lotus Notes, Certified Anti-Money..., World Check, Microsoft Word, Windows, Mac OS X, Koger NTAS (beg), Great Plains Software, Axys, OS X, Portfolio Management, Fund Administration, Valuation, Account Reconciliation
Education
University of Massachusetts at Lowell 2001 — 2005
Bachelor of Science (B.S.), Business Administration - Marketing and Management
United Capital Financial Advisers, LLC December 2012 - Present
Deutsche Bank July 2011 - March 2012
Deutsche Bank January 2008 - March 2012
Putnam Investments November 2006 - October 2007
Putnam Investments December 2005 - November 2006
Putnam Investments January 2005 - December 2005
Skills
Microsoft Excel, Advent Geneva, Sungard Investier, Lotus Notes, Certified Anti-Money..., World Check, Microsoft Word, Windows, Mac OS X, Koger NTAS (beg), Great Plains Software, Axys, OS X, Portfolio Management, Fund Administration, Valuation, Account Reconciliation
Education
University of Massachusetts at Lowell 2001 — 2005
Bachelor of Science (B.S.), Business Administration - Marketing and Management
Gina Epstein Gina Epstein's United Capital Financial Advisers, LLC Experience January 2009 - October 2011
Job Market Sales Manager at Bank of America
Industry Banking
Experience
Bank of America June 2012 - Present
Bank of America October 2011 - June 2012
United Capital Financial Advisers, LLC January 2009 - October 2011
Wachovia October 2005 - September 2008
Skills
Investments, Retail Banking, Financial Services, Relationship Management, Sales, Banking, Sales Management, Wealth Management, Portfolio Management, Small Business Lending, Loans, Mortgage Lending, Finance, Credit
Education
University of Florida 2001 — 2005
Bachelor's degree
Bank of America June 2012 - Present
Bank of America October 2011 - June 2012
United Capital Financial Advisers, LLC January 2009 - October 2011
Wachovia October 2005 - September 2008
Skills
Investments, Retail Banking, Financial Services, Relationship Management, Sales, Banking, Sales Management, Wealth Management, Portfolio Management, Small Business Lending, Loans, Mortgage Lending, Finance, Credit
Education
University of Florida 2001 — 2005
Bachelor's degree
Nicholas Schwartz Nicholas Schwartz's United Capital Financial Advisers, LLC Experience February 2015 - March 2015
Job Project Assistant at Centura Health
Industry Hospital & Health Care
Experience
Centura Health March 2015 - Present
United Capital Financial Advisers, LLC February 2015 - March 2015
Colorado Democratic Party July 2014 - November 2014
Vinculums Services, Inc. January 2014 - June 2014
Larsen Law Offices, LLC October 2013 - November 2013
Colorado House of Representatives January 2013 - May 2013
Colorado Fair Share June 2012 - July 2012
L'Université Populaire de Strasbourg September 2011 - December 2011
League of Conservation Voters September 2010 - November 2010
Iowa Senate Democratic Media Office July 2010 - August 2010
Skills
Government, Nonprofits, Policy, Policy Analysis, Political Campaigns, Canvassing, Office Administration, Community Outreach, Writing, Research, Microsoft Office
Education
University of Denver 2015 — 2017
Master’s Degree, Public Policy Analysis
University of Denver 2009 — 2013
Bachelor of Arts (BA), Political Science and French
Maharishi School of the Age of Enlightenment 2005 — 2009
High School Diploma
Centura Health March 2015 - Present
United Capital Financial Advisers, LLC February 2015 - March 2015
Colorado Democratic Party July 2014 - November 2014
Vinculums Services, Inc. January 2014 - June 2014
Larsen Law Offices, LLC October 2013 - November 2013
Colorado House of Representatives January 2013 - May 2013
Colorado Fair Share June 2012 - July 2012
L'Université Populaire de Strasbourg September 2011 - December 2011
League of Conservation Voters September 2010 - November 2010
Iowa Senate Democratic Media Office July 2010 - August 2010
Skills
Government, Nonprofits, Policy, Policy Analysis, Political Campaigns, Canvassing, Office Administration, Community Outreach, Writing, Research, Microsoft Office
Education
University of Denver 2015 — 2017
Master’s Degree, Public Policy Analysis
University of Denver 2009 — 2013
Bachelor of Arts (BA), Political Science and French
Maharishi School of the Age of Enlightenment 2005 — 2009
High School Diploma
Brian Butcher Brian Butcher's United Capital Financial Advisers, LLC Experience December 2012 - July 2013
Job Financial Analyst at Native Floral Group
Industry Wholesale
Experience
Native Floral Group March 2014 - Present
United Capital Financial Advisers, LLC December 2012 - July 2013
Roach Ag Marketing, Ltd. October 2011 - September 2012
Gold Coast Homes Inc. April 2010 - August 2010
Loveday Mushroom Farms June 2009 - August 2009
Velocity Factor LLC December 2005 - August 2007
Skills
PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Market Research, Financial Analysis, Intermediate Spanish, IM Resarch, Envestnet, Morningstar, Salesforce, Schwab Advisor Center, QuickBooks, Financial Reporting, Class Actions, Commodity Markets, Agricultural Economics, Strategic Planning, Real Estate, Multiple Listing Service, Due Diligence, Creative Problem Solving, Investments, Marketing, Management
Education
University of Florida
Bachelor of Science (BSc), Food and Resource Economics
Saint Andrews School 2002 — 2006
Native Floral Group March 2014 - Present
United Capital Financial Advisers, LLC December 2012 - July 2013
Roach Ag Marketing, Ltd. October 2011 - September 2012
Gold Coast Homes Inc. April 2010 - August 2010
Loveday Mushroom Farms June 2009 - August 2009
Velocity Factor LLC December 2005 - August 2007
Skills
PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Market Research, Financial Analysis, Intermediate Spanish, IM Resarch, Envestnet, Morningstar, Salesforce, Schwab Advisor Center, QuickBooks, Financial Reporting, Class Actions, Commodity Markets, Agricultural Economics, Strategic Planning, Real Estate, Multiple Listing Service, Due Diligence, Creative Problem Solving, Investments, Marketing, Management
Education
University of Florida
Bachelor of Science (BSc), Food and Resource Economics
Saint Andrews School 2002 — 2006
Dee W. Morgan's United Capital Financial Advisers, LLC Experience December 2013 - Present
Job National Director of Recruiting at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC December 2013 - Present
SagePoint Financial April 2012 - November 2013
Williams Financial Group September 2008 - March 2012
Lincoln Financial Group February 2007 - August 2008
Skills
Retirement Planning, Strategic Financial..., Securities, Management, Recruiting, 401k, Financial Services, Alternative Investments, Mutual Funds, Marketing, Series 7, Financial Advisory, FINRA, Series 63, Wealth Management, Investment Advisory, Uniform Combined State..., Investments, Series 24
Education
University of North Texas 1989 — 1991
BBA, Finance
United Capital Financial Advisers, LLC December 2013 - Present
SagePoint Financial April 2012 - November 2013
Williams Financial Group September 2008 - March 2012
Lincoln Financial Group February 2007 - August 2008
Skills
Retirement Planning, Strategic Financial..., Securities, Management, Recruiting, 401k, Financial Services, Alternative Investments, Mutual Funds, Marketing, Series 7, Financial Advisory, FINRA, Series 63, Wealth Management, Investment Advisory, Uniform Combined State..., Investments, Series 24
Education
University of North Texas 1989 — 1991
BBA, Finance
Ed Brown's United Capital Financial Advisers, LLC Experience October 2007 - May 2009
Job Three and []_[]
Industry Information Technology and Services
Experience
Programmer. .DBA. April 2011 - Present
Dominion Enterprises August 2008 - February 2011
Mblox January 2010 - December 2010
Pediatrix Medical Group March 2009 - May 2009
United Capital Financial Advisers, LLC October 2007 - May 2009
Comcast Spotlight October 2007 - May 2009
LanguageSpeak, Inc. October 2007 - November 2008
Microsoft March 2008 - April 2008
MDVIP May 2005 - January 2006
SteelCloud September 2004 - March 2005
Education
University of Miami 1990 — 1994
Bachelor of Science (BS)
SF Military Academy 1980 — 1981
Military Prep School
Programmer. .DBA. April 2011 - Present
Dominion Enterprises August 2008 - February 2011
Mblox January 2010 - December 2010
Pediatrix Medical Group March 2009 - May 2009
United Capital Financial Advisers, LLC October 2007 - May 2009
Comcast Spotlight October 2007 - May 2009
LanguageSpeak, Inc. October 2007 - November 2008
Microsoft March 2008 - April 2008
MDVIP May 2005 - January 2006
SteelCloud September 2004 - March 2005
Education
University of Miami 1990 — 1994
Bachelor of Science (BS)
SF Military Academy 1980 — 1981
Military Prep School
Jeffrey Markewich Jeffrey Markewich's United Capital Financial Advisers, LLC Experience September 2014 - Present
Job Wealth Adviser at United Capital
Industry Financial Services
Experience
United Capital Financial Advisers, LLC September 2014 - Present
Girard Securities October 2014 - Present
Spire Investment Partners May 2012 - September 2014
Markewich Financial December 1995 - April 2012
The Hartford February 2005 - February 2007
New York Life Insurance Company December 1995 - February 2005
Skills
Wealth Management, Retirement Planning, Estate Planning, Multi-generational..., Risk Management, Investments, Long Term Care Insurance, Disability Insurance, Life Insurance, Financial Advisory, Retirement, Portfolio Management, Finance, Wealth, Investment Management, Insurance, Financial Planners, Financial Planning
Education
University of Colorado at Boulder 1986 — 1993
Bachelor of Arts (B.A.), Communication and Media Studies
United Capital Financial Advisers, LLC September 2014 - Present
Girard Securities October 2014 - Present
Spire Investment Partners May 2012 - September 2014
Markewich Financial December 1995 - April 2012
The Hartford February 2005 - February 2007
New York Life Insurance Company December 1995 - February 2005
Skills
Wealth Management, Retirement Planning, Estate Planning, Multi-generational..., Risk Management, Investments, Long Term Care Insurance, Disability Insurance, Life Insurance, Financial Advisory, Retirement, Portfolio Management, Finance, Wealth, Investment Management, Insurance, Financial Planners, Financial Planning
Education
University of Colorado at Boulder 1986 — 1993
Bachelor of Arts (B.A.), Communication and Media Studies
Brandon Caine Brandon Caine's United Capital Financial Advisers, LLC Experience June 2014 - August 2014
Job Student at University of Richmond
Industry
Experience
United Capital Financial Advisers, LLC June 2014 - August 2014
SD Associates PC June 2013 - August 2013
Ronin Capital July 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Account Reconciliation, Auditing, Analysis, Internal Controls, Valuation, Management, Bookkeeping, Accounts Payable, Portfolio Management
Education
University of Richmond 2012 — 2016
Accounting and Finance
Abington Senior High School 2008 — 2012
Distinguished Honor Roll
United Capital Financial Advisers, LLC June 2014 - August 2014
SD Associates PC June 2013 - August 2013
Ronin Capital July 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Account Reconciliation, Auditing, Analysis, Internal Controls, Valuation, Management, Bookkeeping, Accounts Payable, Portfolio Management
Education
University of Richmond 2012 — 2016
Accounting and Finance
Abington Senior High School 2008 — 2012
Distinguished Honor Roll
Rich Romlin, CFA Rich Romlin, CFA's United Capital Financial Advisers, LLC Experience January 2015 - Present
Job
Industry Investment Management
Experience
United Capital Financial Advisers, LLC January 2015 - Present
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science in Business Administration, Finance
United Capital Financial Advisers, LLC January 2015 - Present
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science in Business Administration, Finance
Andrew Venturi's United Capital Financial Advisers, LLC Experience November 2008 - May 2011
Job Vice President at Merrill Lynch Private Banking & Investment Group
Industry Investment Management
Experience
Merrill Lynch Private Banking & Investment Group September 2012 - Present
Credit Suisse Private Bank November 2011 - August 2012
Barclays Wealth June 2011 - October 2011
United Capital Financial Advisers, LLC November 2008 - May 2011
Franklin Templeton Investments 2007 - 2007
The Angels' Forum 2006 - 2006
The Bobby Jones Golf Company 2005 - 2005
Education
University of Arizona 2004 — 2008
B.S., Marketing
University of Arizona, Eller College of Management 2004 — 2008
Marketing, Business Administration
Merrill Lynch Private Banking & Investment Group September 2012 - Present
Credit Suisse Private Bank November 2011 - August 2012
Barclays Wealth June 2011 - October 2011
United Capital Financial Advisers, LLC November 2008 - May 2011
Franklin Templeton Investments 2007 - 2007
The Angels' Forum 2006 - 2006
The Bobby Jones Golf Company 2005 - 2005
Education
University of Arizona 2004 — 2008
B.S., Marketing
University of Arizona, Eller College of Management 2004 — 2008
Marketing, Business Administration
Matthew Speck Matthew Speck's United Capital Financial Advisers, LLC Experience May 2015 - Present
Job Relationship Manager at United Capital Financial Advisers, LLC
Industry Investment Management
Experience
United Capital Financial Advisers, LLC May 2015 - Present
Hutchinson Financial, Inc. February 2014 - May 2015
Metropolitan Capital Management May 2008 - 2013
Jackson Hewitt Tax Service Inc. January 2008 - March 2008
Skills
Investments, Finance, Portfolio Management, Financial Analysis, Strategic Planning, Banking, Asset Management, Valuation, Corporate Finance, Risk Management
Education
University of Arkansas at Little Rock
United Capital Financial Advisers, LLC May 2015 - Present
Hutchinson Financial, Inc. February 2014 - May 2015
Metropolitan Capital Management May 2008 - 2013
Jackson Hewitt Tax Service Inc. January 2008 - March 2008
Skills
Investments, Finance, Portfolio Management, Financial Analysis, Strategic Planning, Banking, Asset Management, Valuation, Corporate Finance, Risk Management
Education
University of Arkansas at Little Rock
Taryn Gabbert's United Capital Financial Advisers, LLC Experience May 2015 - Present
Job Guidance Specialist at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC May 2015 - Present
University of Texas at Dallas April 2013 - December 2013
Integrity Mortgage Corporation of Texas March 2013 - November 2013
Skills
Time Management, Microsoft Office, Microsoft Excel, PowerPoint, Facebook, Sales, Microsoft Word, Teamwork, Customer Service, Windows, Teaching, Photoshop, Mac OS, Morningstar Office, Financeware, E-money, Research, Public Speaking, Leadership, Social Media, Social Networking
Education
The University of Texas at Dallas 2011 — 2015
Bachelor of Science, Global Business and Finance
Wirtschaftsuniversität Wien 2014 — 2014
Exchange Semester
University of Arkansas at Fayetteville 2010 — 2011
United Capital Financial Advisers, LLC May 2015 - Present
University of Texas at Dallas April 2013 - December 2013
Integrity Mortgage Corporation of Texas March 2013 - November 2013
Skills
Time Management, Microsoft Office, Microsoft Excel, PowerPoint, Facebook, Sales, Microsoft Word, Teamwork, Customer Service, Windows, Teaching, Photoshop, Mac OS, Morningstar Office, Financeware, E-money, Research, Public Speaking, Leadership, Social Media, Social Networking
Education
The University of Texas at Dallas 2011 — 2015
Bachelor of Science, Global Business and Finance
Wirtschaftsuniversität Wien 2014 — 2014
Exchange Semester
University of Arkansas at Fayetteville 2010 — 2011
Natali Andrade Natali Andrade's United Capital Financial Advisers, LLC Experience November 2009 - Present
Job Wealth Adviser
Industry Financial Services
Experience
United Capital Financial Advisers, LLC November 2009 - Present
Stanford Group Company October 2005 - February 2009
Aflac 2001 - 2005
Texas State Bank 2001 - 2003
Skills
Investments, Portfolio Management, Wealth Management, Financial Analysis, Strategic Financial..., Asset Managment, Investment Advisory, Series 63, Business Development, Financial Advisory, Hedge Funds, Equities, Mutual Funds, Asset Allocation, Management, Finance, Retirement Planning, Financial Services, Securities, Marketing
Education
The University of Texas-Pan American 1992 — 1994
Business Administration
United Capital Financial Advisers, LLC November 2009 - Present
Stanford Group Company October 2005 - February 2009
Aflac 2001 - 2005
Texas State Bank 2001 - 2003
Skills
Investments, Portfolio Management, Wealth Management, Financial Analysis, Strategic Financial..., Asset Managment, Investment Advisory, Series 63, Business Development, Financial Advisory, Hedge Funds, Equities, Mutual Funds, Asset Allocation, Management, Finance, Retirement Planning, Financial Services, Securities, Marketing
Education
The University of Texas-Pan American 1992 — 1994
Business Administration
Cheran Ratnam's United Capital Financial Advisers, LLC Experience July 2015 - Present
Job Social Media Marketing at United Capital
Industry Financial Services
Experience
United Capital Financial Advisers, LLC July 2015 - Present
Trades of Ceylon, LLC. January 2014 - Present
Santander March 2013 - April 2015
Dallas Flow Magazine May 2012 - November 2012
Attune Health Management, Inc. April 2012 - 2012
Scott & White Healthcare January 2011 - December 2011
Collin College May 2007 - June 2009
Skills
Blogging, Social Media, Journalism, Editing, Research, SEO, Social Networking, Public Relations, Social Media Marketing, YouTube, Microsoft Office, Teaching, Event Planning, Photography, Photoshop, Microsoft Word, Team Building, Customer Service, PowerPoint, Qualitative Research, Singing, SPSS, Spanish, Administration, Hospitality, Team Leadership, Outlook, Strategic Public..., Recording, Musicianship, Radian6, SWOT analysis, iPod, Android, Databases, Web Services, Crisis Management, Writing, Sinhalese, Tamil, Customer Relations, Mac OS X, Word, Excel, Education, Web, Wordpress, GOST Analysis, Digital Analytics, Ecommerce Analytics
Education
University of North Texas 2012 — 2014
Master's Degree, Journalism
The University of Texas at Austin 2009 — 2010
Bachelor of Arts, Anthropology
Christ for the Nations Institute 2006 — 2006
Leadership Certificate, One-year Certificate
Trinity College, Kandy 1992 — 2005
O/L and A/L, Highschool
United Capital Financial Advisers, LLC July 2015 - Present
Trades of Ceylon, LLC. January 2014 - Present
Santander March 2013 - April 2015
Dallas Flow Magazine May 2012 - November 2012
Attune Health Management, Inc. April 2012 - 2012
Scott & White Healthcare January 2011 - December 2011
Collin College May 2007 - June 2009
Skills
Blogging, Social Media, Journalism, Editing, Research, SEO, Social Networking, Public Relations, Social Media Marketing, YouTube, Microsoft Office, Teaching, Event Planning, Photography, Photoshop, Microsoft Word, Team Building, Customer Service, PowerPoint, Qualitative Research, Singing, SPSS, Spanish, Administration, Hospitality, Team Leadership, Outlook, Strategic Public..., Recording, Musicianship, Radian6, SWOT analysis, iPod, Android, Databases, Web Services, Crisis Management, Writing, Sinhalese, Tamil, Customer Relations, Mac OS X, Word, Excel, Education, Web, Wordpress, GOST Analysis, Digital Analytics, Ecommerce Analytics
Education
University of North Texas 2012 — 2014
Master's Degree, Journalism
The University of Texas at Austin 2009 — 2010
Bachelor of Arts, Anthropology
Christ for the Nations Institute 2006 — 2006
Leadership Certificate, One-year Certificate
Trinity College, Kandy 1992 — 2005
O/L and A/L, Highschool
Michelle Easley Michelle Easley's United Capital Financial Advisers, LLC Experience February 2014 - Present
Job Investment Operations Specialist at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC February 2014 - Present
United Capital Financial Advisers, LLC June 2011 - February 2014
Skills
Securities, Financial Analysis, Portfolio Management, Financial Services
Education
The University of Texas at Arlington
Bachelor's Degree, Mid-level Education
United Capital Financial Advisers, LLC February 2014 - Present
United Capital Financial Advisers, LLC June 2011 - February 2014
Skills
Securities, Financial Analysis, Portfolio Management, Financial Services
Education
The University of Texas at Arlington
Bachelor's Degree, Mid-level Education
Andrew Sponaugle Andrew Sponaugle's United Capital Financial Advisers, LLC Experience March 2007 - Present
Job Wealth Manager at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC March 2007 - Present
Skills
Portfolio Management, Equities, Fixed Income, Financial Markets, Retirement Planning, Securities, Wealth Management, Investments, Wealth, Bonds, Investment Advisory, Asset Allocation, Mutual Funds, Investment Strategies, Alternative Investments, Investment Management, Asset Management, Financial Advisory, Wealth Management..., Strategic Financial..., Hedge Funds, Retirement, Capital Markets, ETFs, Estate Planning, Financial Planners, Finance, High Net Worth..., 401k, Insurance, IRAs, Financial Services, Trading, Structured Products
Education
University of Maryland College Park 1998 — 2003
Bachelor's Degree, Economics
United Capital Financial Advisers, LLC March 2007 - Present
Skills
Portfolio Management, Equities, Fixed Income, Financial Markets, Retirement Planning, Securities, Wealth Management, Investments, Wealth, Bonds, Investment Advisory, Asset Allocation, Mutual Funds, Investment Strategies, Alternative Investments, Investment Management, Asset Management, Financial Advisory, Wealth Management..., Strategic Financial..., Hedge Funds, Retirement, Capital Markets, ETFs, Estate Planning, Financial Planners, Finance, High Net Worth..., 401k, Insurance, IRAs, Financial Services, Trading, Structured Products
Education
University of Maryland College Park 1998 — 2003
Bachelor's Degree, Economics
James Genteman James Genteman's United Capital Financial Advisers, LLC Experience July 2014 - Present
Job SeniorTrader
Industry Financial Services
Experience
United Capital Financial Advisers, LLC July 2014 - Present
Amegy Bank May 2011 - December 2012
South Texas Money Management June 2007 - May 2011
Frost Bank August 1996 - June 2007
Skills
Portfolio Management, Fixed Income, Asset Allocation, Investments, Equities, Asset Management, Mutual Funds, Bloomberg, Investment Management, Financial Modeling, Wealth Management, Financial Analysis, Investment Advisory, Bonds, Equity Research, Alternative Investments, Capital Markets, Private Equity, Valuation, Trading, Hedge Funds
Education
The University of Texas at San Antonio 1992 — 1995
Bachelor of Business Administration (BBA), Finance, General
W.B. Ray
United Capital Financial Advisers, LLC July 2014 - Present
Amegy Bank May 2011 - December 2012
South Texas Money Management June 2007 - May 2011
Frost Bank August 1996 - June 2007
Skills
Portfolio Management, Fixed Income, Asset Allocation, Investments, Equities, Asset Management, Mutual Funds, Bloomberg, Investment Management, Financial Modeling, Wealth Management, Financial Analysis, Investment Advisory, Bonds, Equity Research, Alternative Investments, Capital Markets, Private Equity, Valuation, Trading, Hedge Funds
Education
The University of Texas at San Antonio 1992 — 1995
Bachelor of Business Administration (BBA), Finance, General
W.B. Ray
Amy Burk's United Capital Financial Advisers, LLC Experience July 2015 - Present
Job Relationship Manager at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC July 2015 - Present
Skills
Inventory Management, Production Planning, Supply Chain, International Business, Materials Management, Planning, Scheduling, Six Sigma, Process Improvement, Problem Solving, Continuous Improvement, Customer Service, Supply Chain Management, Purchasing, Strategic Planning, Negotiation, Analysis, Change Management, Spanish, Data Analysis, Inventory Control, Mentoring, Value Stream Mapping, Forecasting
Education
University of South Carolina - The Moore School of Business 2004 — 2008
Bachelor of Science (B.S.)
University of South Carolina-Columbia 2004 — 2008
Business Administration
United Capital Financial Advisers, LLC July 2015 - Present
Skills
Inventory Management, Production Planning, Supply Chain, International Business, Materials Management, Planning, Scheduling, Six Sigma, Process Improvement, Problem Solving, Continuous Improvement, Customer Service, Supply Chain Management, Purchasing, Strategic Planning, Negotiation, Analysis, Change Management, Spanish, Data Analysis, Inventory Control, Mentoring, Value Stream Mapping, Forecasting
Education
University of South Carolina - The Moore School of Business 2004 — 2008
Bachelor of Science (B.S.)
University of South Carolina-Columbia 2004 — 2008
Business Administration
Brian Bass's United Capital Financial Advisers, LLC Experience March 2012 - Present
Job Experienced Management Executive in IT, eCommerce, Finance and Healthcare
Industry Financial Services
Experience
United Capital Financial Advisers, LLC March 2012 - Present
24 Hour Fitness July 2010 - November 2011
Independent Consultant January 2009 - June 2010
The Parent Company August 2000 - December 2008
Epidemic Marketing August 1999 - June 2000
Accenture July 1993 - August 1999
Education
Trinity University 1989 — 1993
B.S., Business Administration and Finance
United Capital Financial Advisers, LLC March 2012 - Present
24 Hour Fitness July 2010 - November 2011
Independent Consultant January 2009 - June 2010
The Parent Company August 2000 - December 2008
Epidemic Marketing August 1999 - June 2000
Accenture July 1993 - August 1999
Education
Trinity University 1989 — 1993
B.S., Business Administration and Finance
Cristina Ibarra's United Capital Financial Advisers, LLC Experience September 2008 - August 2009
Job Formerly Program Manager at ArtSpan
Industry Nonprofit Organization Management
Experience
ArtSpan September 2010 - June 2014
Red Poppy Art House October 2009 - April 2013
San Francisco Department of Public Health June 2010 - November 2010
Independent Arts & Media July 2009 - June 2010
United Capital Financial Advisers, LLC September 2008 - August 2009
Active Voice 2008 - 2009
Skills
Grant Writing, Fine Art, Non-profits, Arts Administration, Community Outreach, Editing, Art, Event Planning, Photography, Fundraising, Teaching, Blogging, Event Management, Program Development, Volunteer Management, Visual Arts, Social Media, Performing Arts, Public Speaking, Grants, Community Engagement, Non-profit..., Community Development
Education
University of California, Irvine 2004 — 2008
B.A., Film & Media Studies, Studio Art (Humanities & Arts)
Transworld Schools
CTESOL, Teaching English to Speakers of Other Languages
ArtSpan September 2010 - June 2014
Red Poppy Art House October 2009 - April 2013
San Francisco Department of Public Health June 2010 - November 2010
Independent Arts & Media July 2009 - June 2010
United Capital Financial Advisers, LLC September 2008 - August 2009
Active Voice 2008 - 2009
Skills
Grant Writing, Fine Art, Non-profits, Arts Administration, Community Outreach, Editing, Art, Event Planning, Photography, Fundraising, Teaching, Blogging, Event Management, Program Development, Volunteer Management, Visual Arts, Social Media, Performing Arts, Public Speaking, Grants, Community Engagement, Non-profit..., Community Development
Education
University of California, Irvine 2004 — 2008
B.A., Film & Media Studies, Studio Art (Humanities & Arts)
Transworld Schools
CTESOL, Teaching English to Speakers of Other Languages
Andrew Item's United Capital Financial Advisers, LLC Experience April 2009 - Present
Job Relationship Manager
Industry Financial Services
Experience
United Capital Financial Advisers, LLC April 2009 - Present
UBS July 2007 - April 2009
Washington Mutual June 2006 - July 2007
Skills
Portfolio Management, Equities, Series 7, FINRA, Fixed Income, PMP, Asset Allocation, Alternative Investments, Hedge Funds, Trading, Investments, Asset Management, Derivatives, Capital Markets, Securities, Mutual Funds, Investment Strategies, Wealth Management
Education
University of Miami 2000 — 2004
BA, International Studies, Economics
United Capital Financial Advisers, LLC April 2009 - Present
UBS July 2007 - April 2009
Washington Mutual June 2006 - July 2007
Skills
Portfolio Management, Equities, Series 7, FINRA, Fixed Income, PMP, Asset Allocation, Alternative Investments, Hedge Funds, Trading, Investments, Asset Management, Derivatives, Capital Markets, Securities, Mutual Funds, Investment Strategies, Wealth Management
Education
University of Miami 2000 — 2004
BA, International Studies, Economics
Joanne Hou's United Capital Financial Advisers, LLC Experience April 2015 - Present
Job Associate VP of Accounting at United Capital Financial Advisers, LLC
Industry Accounting
Experience
United Capital Financial Advisers, LLC April 2015 - Present
EY October 2014 - April 2015
EY October 2011 - September 2014
Paul Hastings June 2007 - September 2007
Skills
Financial Accoun, Financial Analysis, Sarbanes-Oxley Act, Financial Statement..., Audits of Employee..., Statutory Accounting, Statutory Audit, SEC Financial Reporting
Education
UCLA 2005 — 2009
Bachelor's Degree, Business Economics
United Capital Financial Advisers, LLC April 2015 - Present
EY October 2014 - April 2015
EY October 2011 - September 2014
Paul Hastings June 2007 - September 2007
Skills
Financial Accoun, Financial Analysis, Sarbanes-Oxley Act, Financial Statement..., Audits of Employee..., Statutory Accounting, Statutory Audit, SEC Financial Reporting
Education
UCLA 2005 — 2009
Bachelor's Degree, Business Economics