United Capital Financial Partners, Inc

Description

Address: 60601, 200 N LaSalle Blvd #2360, Chicago, IL 60606 Hours: Closed ⋅ Opens 8:30AM Thu Wednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (312) 997-5669Website: Place name: : : Category: : : : : Website: https://www.unitedcp.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of United Capital Financial Advisers Posting publicly on the Web Write a review Reviews Be the first to review

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United Capital Financial Partners, Inc Employees

Employee
Years
Job
Industry
Natalie Perkins Natalie Perkins Dallas/Fort Worth Area Details
Natalie Perkins's United Capital Financial Partners, Inc Experience August 2006 - Present
Job Risk Management & Growth Team Associate at United Capital Financial Partners, Inc
Industry Financial Services
Experience
United Capital Financial Partners, Inc   August 2006 - Present

Skills
Account Reconciliation, Accruals, Auditing, Bank Reconciliation, Financial Analysis, Financial Reporting, Variance Analysis, Management, Great Plains Software, Accounts Receivable, Accounts Payable, Journal Entries, Analysis, Invoicing, Accounting, Financial Accounting, Financial Statements, Cost Accounting, QuickBooks

Education
University of California, Irvine   2002 — 2006
Bachelor of Science (BS), Sociology

Jacqueline Martinez Jacqueline Martinez Orange County, California Area Details
Jacqueline Martinez's United Capital Financial Partners, Inc Experience April 2011 - September 2012
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

Christopher Cardinale Christopher Cardinale Manhattan Beach, California Details
Christopher Cardinale's United Capital Financial Partners, Inc Experience January 2012 - June 2012
Job Associate Capstone Partners LLC
Industry Investment Banking
Experience
Capstone Partners LLC  April 2015 - Present
Plethora Businesses  July 2012 - October 2014
United Capital Financial Partners, Inc   January 2012 - June 2012
1StopLegalForms, Inc.   April 2003 - September 2009

Education
University of San Diego   2009 — 2012
Bachelor of Business Administration (B.B.A.)

Santa Margarita Catholic High School
High School Diploma

Amber Andregg Amber Andregg Dallas/Fort Worth Area Details
Amber Andregg's United Capital Financial Partners, Inc Experience August 2012 - Present
Job Wealth Advisor at United Capital Financial Partners, Inc
Industry Financial Services
Experience
United Capital Financial Partners, Inc   August 2012 - Present
Girard Securities  August 2012 - Present
Ricker Retirement Specialists   December 2008 - April 2012
Andregg Contracting Inc.   August 2002 - November 2008
Cheley Colorado Camps  May 2005 - August 2006

Skills
Asset Allocation, Finance, Mutual Funds, Financial Analysis, Strategic Financial..., Series 7, Retirement, Financial Planning, Uniform Combined State..., Financial Reporting, QuickBooks, Microsoft Excel, Public Speaking, Customer Service

Education
Texas State University   2004 — 2008
BBA, Finance, CFP Program, Latin American Business Certificant

University of Kansas   2003 — 2004

Ursuline Academy of Dallas   1999 — 2003
High School Diploma

Erik Allison, AIF® Erik Allison, AIF® Las Vegas, Nevada Area Details
Erik Allison, AIF®'s United Capital Financial Partners, Inc Experience October 2010 - November 2013
Job Founder & CEO at EA Wealth Management
Industry Investment Management
Experience
EA Wealth Management   March 2015 - Present
Fountainhead Wealth  December 2013 - 2015
Cambridge Investment Research  December 2013 - 2015
United Capital Financial Partners, Inc   October 2010 - November 2013
Girard Securities  October 2010 - November 2013
Morgan Stanley Smith Barney  2010 - 2010
Investment Advisors International  2008 - 2010

Skills
Investments, Investment Management, Retirement Planning, Investment Advisory, Retirement, Wealth Management, Wealth, Asset Allocation, Wealth Management..., Series 7, Mutual Funds, Fixed Annuities, FINRA, IRAs, Financial Planners, 401k, Securities, ETFs, Strategic Financial..., Estate Planning, Investment Strategies, Retirement Plan..., Asset Management, Series 63, Finance, Financial Advisory, Series 65, Alternative Investments, High Net Worth..., Roth IRA, Wealth Accumulation, Personal Financial...

Education
University of Missouri-Columbia
Business Administration & Finance

William Woods University
Business Administration & Finance

George Jenkins High School
4.0

Micheal Blazer Micheal Blazer Dallas/Fort Worth Area Details
Micheal Blazer's United Capital Financial Partners, Inc Experience October 2010 - Present
Job Marketing Strategy and Implementation
Industry Marketing and Advertising
Experience
United Capital Financial Partners, Inc   October 2010 - Present
Little Elm Economic Development Corporation   November 2010 - May 2014
VQ Interactive Solutions LLC   March 2006 - November 2010
TAB Boards International   November 2001 - March 2006
AT&T Broadband  July 2000 - October 2001
Outward Bound USA  March 2000 - June 2000
Internet Communications   July 1999 - February 2000
First City Financial  April 1998 - June 1999
Teletech Holding   March 1996 - April 1998
Pacesetter Corporation  February 1994 - March 1996

Skills
Customer Service, Strategic Planning, Management, Team Building, Public Speaking, Sales, Leadership Development, Business Strategy, Marketing Strategy, Negotiation, Budgets, Business Planning, Coaching, New Business Development, Program Management, Small Business, Start-ups, Executive Management, Business Development, Mergers & Acquisitions, Management Consulting, Organizational..., Entrepreneurship, Strategy, Project Planning, Marketing, Leadership

Education
Emporia State University   1978 — 1981

Kathryn Stromberg Kathryn Stromberg Greater Denver Area Details
Kathryn Stromberg's United Capital Financial Partners, Inc Experience April 2013 - November 2014
Job Operations Manager at Creative Synergy Concepts
Industry Financial Services
Experience
Creative Synergy Concepts   December 2014 - Present
United Capital Financial Partners, Inc   April 2013 - November 2014
Northwestern Mutual  June 2012 - March 2013
Northwestern Mutual  March 2011 - June 2012

Education
Oklahoma State University   2006 — 2010
Bachelor of Science, Management

Sara Ruotsala Sara Ruotsala Fort Collins, Colorado Details
Sara Ruotsala's United Capital Financial Partners, Inc Experience July 2010 - August 2013
Job Wealth Manager at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC  August 2013 - Present
Girard Securities  July 2010 - Present
Dunn Hogerty Private Wealth Counseling   December 2004 - Present
United Capital Financial Partners, Inc   July 2010 - August 2013
UBS  October 2002 - December 2004
Morgan Stanley  May 2001 - April 2002
The Alaska Club  September 2000 - May 2001
Boston University  1998 - 2000

Skills
Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Series 7, Asset Allocation, Securities, Series 63, Retirement, Estate Planning, Investments, Portfolio Management, Strategic Financial..., Asset Management

Education
Boston University   1996 — 2000
Bachelor of Arts (B.A.), Cum Laude, Political Science

Robert Service High School   1992 — 1996

Wawona Elementary School

Justin Morgan, CFP® Justin Morgan, CFP® Dallas, Texas Details
Justin Morgan, CFP®'s United Capital Financial Partners, Inc Experience February 2010 - May 2011
Job Director of Investments, Client Services at Capital Advisory Group, Inc.
Industry Investment Management
Experience
Capital Advisory Group, Inc.   June 2011 - Present
United Capital Financial Partners, Inc   February 2010 - May 2011

Skills
Investments, Financial Analysis, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Portfolio Management, Asset Management, Investment Strategies, Financial Modeling

Education
Texas Tech University   2009 — 2011
Masters of Science, Wealth Management

Abilene Christian University   2004 — 2008
Bachelor of Business Administration, Finance

Brenna Bibb Brenna Bibb Dallas/Fort Worth Area Details
Brenna Bibb's United Capital Financial Partners, Inc Experience May 2011 - May 2012
Job Virtual Client Services Manager at United Capital Financial Advisers, LLC
Industry Medical Devices
Experience
United Capital Financial Advisers, LLC  October 2014 - Present
Tactile Medical  May 2014 - July 2014
United Capital Financial Advisers, LLC  June 2012 - May 2014
United Capital Financial Partners, Inc   May 2011 - May 2012
Lonestar Industries, LLC.   May 2009 - May 2011

Skills
Retirement Planning, Salesforce.com, Strategic Planning, Account Management, Sales, Business Development, Social Media Marketing, Social Media, Program Management, Training, Management, Accounting, Financial Advisory, Strategic Financial..., Investments, Asset Allocation, Financial Planning, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel

Education
Texas Tech University   2008 — 2012
Bachelor of Science, Personal Financial Planning

Karen H. Marchak Karen H. Marchak Orange County, California Area Details
Karen H. Marchak's United Capital Financial Partners, Inc Experience January 2012 - Present
Job Senior Vice President, People & Organization at United Capital Financial Partners, Inc
Industry Financial Services
Experience
United Capital Financial Partners, Inc   January 2012 - Present
Hyundai Capital America  March 2010 - January 2012
Wells Fargo (Wachovia acquired by Wells Fargo)   January 2009 - March 2010
Wachovia Dealer Services (Westcorp acquired by Wachovia)   August 2002 - January 2009
Westcorp  June 2000 - August 2002
Mission Hospital  November 1998 - June 2000
Jack in the Box  March 1996 - October 1998

Skills
Organizational..., Talent Management, Executive Coaching, Strategic Planning, Integration, Leadership Development, Performance Management, Change Management, Succession Planning, Coaching, HR Strategy, Employee Engagement, Organizational..., Organizational Design, Team Building, Organizational Change, Executive Development, Leadership, Human Resources, HRIS, Recruiting, Employee Benefits, Strategy, Employee Relations, Deferred Compensation, Executive Management, Management, Hiring, Onboarding, Training, Talent Acquisition, Personnel Management, Organizational..., Performance Improvement, Employee Training, Business Strategy, Mergers & Acquisitions, Benefits Administration, College Recruiting, Applicant Tracking..., Workforce Planning

Education
Chapman University   1999 — 2002
MAOL, Organizational Leadership

University of San Francisco   1996 — 1998
BS, Organizational Behavior

Valerie J. Hurst Valerie J. Hurst Modesto, California Area Details
Valerie J. Hurst's United Capital Financial Partners, Inc Experience February 2006 - January 2013
Job Registered Representative at Girard Securities
Industry Financial Services
Experience
United Capital Private Wealth Counseling   July 2013 - Present
United Capital Private Wealth Counseling   July 2013 - Present
Girard Securities  February 2006 - Present
United Capital Financial Partners, Inc   February 2006 - January 2013
Thrivent Financial  October 1998 - July 2005

Skills
Investments, Asset Allocation, Strategic Financial..., Retirement, Asset Management, Equities, Financial Services, Securities, Financial Advisory, Alternative Investments, Investment Strategies, Wealth Management, Mutual Funds, Wealth, Financial Planning, Financial Analysis, Management

Education
California State University-Stanislaus
Bachelor's degree, Psychology

Modesto Junior College
Associate's degree, General Education

Kyle Rainwater, CRPC® Kyle Rainwater, CRPC® Dallas/Fort Worth Area Details
Kyle Rainwater, CRPC®'s United Capital Financial Partners, Inc Experience July 2011 - Present
Job Wealth Adviser at United Capital Financial Partners, Inc.
Industry Investment Management
Experience
United Capital Financial Partners, Inc   July 2011 - Present
Girard Securities  October 2011 - Present
Bank of America  February 2005 - July 2011
Dell  August 1999 - February 2005

Skills
Investments, Insurance, Investment Management, IRAs, Asset Management, Retirement Planning, Investment Advisory, Tax-advantaged..., Budgets, Wealth Management, Fixed Annuities, Variable Annuities, Indexed Annuities, 529 Plans, College Funding..., Life Insurance, Long Term Care Insurance, Risk Management

Education
The University of Texas at Dallas   1999 — 2002
B.S., Finance

Marleen Duran Marleen Duran Norwalk, California Details
Marleen Duran's United Capital Financial Partners, Inc Experience April 2012 - September 2012
Job Mental Health Worker at College Hospital Cerritos
Industry Hospital & Health Care
Experience
College Hospital Cerritos  July 2011 - Present
United Capital Financial Partners, Inc   April 2012 - September 2012

Education
Humboldt State University   2006 — 2011
Bachelor's degree, Psychology

Vinit Harichandra Vinit Harichandra Dallas/Fort Worth Area Details
Vinit Harichandra's United Capital Financial Partners, Inc Experience February 2013 - January 2014
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

Jene Hoosier Jene Hoosier Greater Los Angeles Area Details
Jene Hoosier's United Capital Financial Partners, Inc Experience September 2012 - Present
Job Director of Business Model Development at United Capital Financial Partners, Inc
Industry Financial Services
Experience
United Capital Financial Partners, Inc   September 2012 - Present
Quantuvis Consulting a subsidiary of Genworth Financial   August 2010 - September 2012
Best Best & Krieger LLP  August 2008 - July 2010

Skills
Financial Analysis, Business Analysis, Financial Modeling, Financial Reporting, Accounting, Banking, Microsoft Excel, Strategic Financial..., Process Improvement, Risk Management, Analysis, Business Process..., Financial Accounting, Corporate Finance, Account Reconciliation, Auditing, Finance, Strategic Planning, Management, Leadership

Education
California State University-San Bernardino   2005 — 2008
B.A., Finance & Accounting

Cooper Hopkins Cooper Hopkins Chattanooga, Tennessee Details
Cooper Hopkins's United Capital Financial Partners, Inc Experience September 2011 - May 2012
Job Sales Manager BMW of Chattanooga
Industry Automotive
Experience
BMW of Chattanooga   September 2013 - Present
Tom Williams BMW/Mini of Birmingham   May 2012 - September 2013
United Capital Financial Partners, Inc   September 2011 - May 2012
Morgan Keegan & Company, Inc.   October 2010 - September 2011
ALSAC  May 2009 - August 2009
Firefly Distillery  January 2009 - April 2009
Stefner Commercial Real Estate   May 2008 - August 2008

Skills
Wealth Management, Investments, Portfolio Management, Financial Reporting, Asset Allocation, Insurance, Microsoft Office, Customer Relations, Financial Planning, Long Term Care

Education
University of Mississippi   2005 — 2009
B.B.A., Risk Management and Insurance; Minor-Real Estate

Memphis University School   2000 — 2005

Lisa A. Broome, CFP® Lisa A. Broome, CFP® Greater Philadelphia Area Details
Lisa A. Broome, CFP®'s United Capital Financial Partners, Inc Experience January 2010 - November 2012
Job Director of Investments at GoalQueste
Industry Investment Management
Experience
GoalQueste   June 2014 - Present
Costello Asset Management   February 2013 - May 2014
United Capital Financial Partners, Inc   January 2010 - November 2012
Sage Financial Group  January 2007 - April 2009
Penn Mutual Life Insurance  April 2004 - January 2007
Lincoln Financial Advisors  March 2002 - April 2004
Nye, Parnell & Emerson   June 2000 - April 2002
Valley Forge Asset Management  1996 - 2000

Skills
Investment Management, Investment Advisory, Asset Allocation, Wealth Management, Mutual Funds, Portfolio Management, Investments, Certified Financial..., iRebal, Trading, Financial Advisory, Finance, Securities, Financial Planning, Asset Management, Investment Strategies, Equities

Education
Drexel University - College of Business and Administration
MBA, Investment Management

Elizabethtown College
Bachelor of Science (B.S.), Business Administration and Management, Finance

Chase Attwood Chase Attwood Keller, Texas Details
Chase Attwood's United Capital Financial Partners, Inc Experience December 2012 - August 2014
Job Relationship Manager at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC  September 2014 - Present
961st EN BN Seagoville, Tx. Army Reserve   August 2011 - Present
United Capital Financial Partners, Inc   December 2012 - August 2014
United Capital Financial Advisers, LLC  2012 - 2014
Papa Johns  September 2010 - April 2011
Gallery Furniture  December 2008 - December 2008
Cabela's  June 2005 - December 2006
, Cabelas Inc   May 2005 - December 2006

Skills
Leadership, Management, Customer Service, Microsoft Office, Team Building, Microsoft Word, Military, Microsoft Excel, Time Management, Leadership Development, Data Analysis, Analysis, Investments, Training, Inventory Management, Public Speaking, PowerPoint, Event Planning, Research, Social Media, Security Clearance, Marketing, Strategic Planning, Account Management, Process Improvement, Financial Analysis, Outlook, Army, Project Management, Access, Business Development, New Business Development, Military Experience, Business Analysis, Military Operations, Organizational..., Operational Planning, Operations Management, Mutual Funds, Finance, Financial Planning, Aircraft Systems, Data Entry, Security, Strategic Financial...

Education
Army Officer Candidate School   2012 — 2012

Texas A&M University   2006 — 2011
University Studies, Leadership & Development

Texas A&M University   2006 — 2011
Bachelor's degree, Leadership & Development

Birdville High School   2002 — 2006

David Hallman David Hallman Orange County, California Area Details
David Hallman's United Capital Financial Partners, Inc Experience January 2013 - Present
Job Senior Vice President Wealth Services at United Capital Financial Partners, Inc
Industry Financial Services
Experience
United Capital Financial Partners, Inc   January 2013 - Present
United Capital Finanical Partners, Inc  February 2006 - December 2012

Skills
Wealth Management, Investment Advisory, Asset Allocation, Strategic Planning, Portfolio Management, Mutual Funds, Investments, Strategic Financial..., Salesforce.com, Alternative Investments, Retirement Planning, Asset Management, Investment Management, Investment Strategies, Series 63

Education
The University of Texas at Austin   1981 — 1983
MBA

Michael A. Ptaszenski, CFP® Michael A. Ptaszenski, CFP® Greater Philadelphia Area Details
Michael A. Ptaszenski, CFP®'s United Capital Financial Partners, Inc Experience November 2011 - October 2013
Job Managing Partner at Thrive Wealth Management, LLC
Industry Financial Services
Experience
Thrive Wealth Management, LLC   October 2013 - Present
United Capital Financial Partners, Inc   November 2011 - October 2013
SEI Investments  March 2006 - November 2011
SEI Investments  March 2004 - March 2006

Skills
CERTIFIED FINANCIAL..., New Business Development, Sales, Relationship Management, Financial Services, Management, Investments, Finance, Portfolio Management, Certified Financial...

Education
Saint Joseph's University - Erivan K. Haub School of Business   2005 — 2007
MBA, Finance

University of Pittsburgh   2000 — 2003
BSBA, Finance

Delainee Perez Delainee Perez Austin, Texas Details
Delainee Perez's United Capital Financial Partners, Inc Experience August 2012 - May 2013
Job Software Developer at General Motors
Industry Information Technology and Services
Experience
General Motors  September 2013 - Present
Texas Tech University  May 2012 - August 2013
United Capital Financial Partners, Inc   August 2012 - May 2013
Lance Armstrong Foundation  May 2012 - July 2012
Faith United Methodist Church  November 2010 - December 2011
Target  August 2008 - November 2010

Skills
HTML, CSS, Java, JavaScript, Visual Studio, Dreamweaver, Salesforce.com, C#, jQuery, Photoshop, Aptana, Expression Web, Microsoft SQL Server, Microsoft Office, Articulate Suite, CyberU, Eclipse

Education
Texas Tech University   2011 — 2013
MIS, Business

University of North Texas   2009 — 2011
BCIS, Business

Edwina Seiss Edwina Seiss Santa Teresa, New Mexico Details
Edwina Seiss's United Capital Financial Partners, Inc Experience August 2008 - April 2010
Job Relationship Manager at El Camino Real Financial Advisors
Industry Financial Services
Experience
El Camino Real Financial Advisors   December 2010 - Present
United Capital Financial Partners, Inc   August 2008 - April 2010
SagePoint Financial  March 2001 - August 2008

Skills
ARFF Certificate in..., Hazardous Material..., NREMT, BLS

Education
University of California, San Diego
BA, Chemistry

Thomas Garvey Thomas Garvey Greater New York City Area Details
Thomas Garvey's United Capital Financial Partners, Inc Experience September 2008 - Present
Job Managing Director at United Capital Financial Partners, Inc
Industry Financial Services
Experience
United Capital Financial Partners, Inc   September 2008 - Present
PricewaterhouseCoopers  September 2003 - September 2008
GE Capital  September 1998 - September 2003

Skills
Wealth Management, Strategic Financial..., Alternative Investments, Investment Management, Portfolio Management, Mutual Funds, Capital Markets, Investment Advisory, Investments, Wealth, Asset Managment, Hedge Funds, Private Equity, Investment Strategies, Asset Management, Business Planning, Asset Allocation, High Net Worth..., Financial Planning, Management

Education
The University of Connecticut School of Business   2003 — 2006
MBA, Leadership

John F. Welch Leadership Development   2002 — 2003
Leadership, Executive Leadership

UCLA   1992 — 1994
Certificate Program, Film, Television & Digital Media

The Ohio State University - The Max M. Fisher College of Business   1986 — 1990
B.S.B.A., Marketing

Mark Chmielewski, CIMA® Mark Chmielewski, CIMA® Tampa/St. Petersburg, Florida Area Details
Mark Chmielewski, CIMA®'s United Capital Financial Partners, Inc Experience September 2005 - Present
Job Managing Director at United Capital Financial Advisers, LLC
Industry Investment Management
Experience
United Capital Financial Partners, Inc   September 2005 - Present
Successful Retirement Planning   March 1989 - August 2005
Burnside Lee and Associates   1984 - February 1989

Skills
Retirement Planning, Investments, Estate Planning, Investment Strategies, Securities, High Net Worth..., Series 7, Strategic Financial..., Wealth Management, Wealth, Finance, Investment Advisory, Wealth Management..., Asset Management, Financial Planning, Asset Allocation, Insurance, Portfolio Management, Alternative Investments, Mutual Funds, Risk Management, Public Speaking, Hedge Funds, Small Business..., Financial Planners, Tax, Trusts, Asset Based Lending, Asset Protection, Business Acquisition...

Education
University of Pennsylvania - The Wharton School   1991 — 1992
CIMA, Certified Investment Management Analyst

Durene Scott Durene Scott Palm Harbor, Florida Details
Durene Scott's United Capital Financial Partners, Inc Experience May 2010 - January 2015
Job Director of Client Relations at Bridgespan
Industry Financial Services
Experience
Bridgespan  February 2015 - Present
United Capital Financial Partners, Inc   May 2010 - January 2015
Invest Financial  1984 - 2000
Merrill Lynch  1982 - 1984

Skills
Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Investments, Strategic Financial..., Mergers & Acquisitions, Retirement, Asset Allocation, Securities, Financial Advisory, Estate Planning

Education
College for Financial Planning   1987 — 1989
CFP, Financial Planning

State University of New York at Buffalo - School of Management   1977 — 1981
BS, Management

Michelle Piccinino Michelle Piccinino San Francisco Bay Area Details
Michelle Piccinino's United Capital Financial Partners, Inc Experience May 2012 - July 2014
Job Senior Administrative Assistant at KPMG
Industry Events Services
Experience
KPMG  May 2015 - Present
United Capital Financial Advisers, LLC  April 2015 - May 2015
United Capital Financial Partners, Inc   May 2012 - July 2014
Best Beverage Catering  December 2007 - October 2011
Appreciation Events  2010 - 2011

Skills
Social Media Marketing, Management, Event Planning, Administrative..., Office Administration, Bartending, Corporate Events, ADP Payroll, Payroll, Direct Sales, Direct Mail, Retail Buying, Team Building, Salesforce.com, GoToMeeting, Event Management

Education
San Francisco State University   2008 — 2010
Fashion Merchandising and Apparel Design, Marketing

Erik Evans, CFP® Erik Evans, CFP® Greater Philadelphia Area Details
Erik Evans, CFP®'s United Capital Financial Partners, Inc Experience October 2008 - September 2011
Job Wealth Management | Enterprise Development
Industry Financial Services
Experience
GoalQueste, LLC   September 2011 - Present
United Capital Financial Partners, Inc   October 2008 - September 2011
Sage Financial Group  December 2005 - September 2008
CNFA  1999 - 2005
Peace Corps  1997 - 1999

Skills
Strategic Financial..., Investments, Retirement Planning, Wealth Management, Business Planning

Education
Boston University   2005 — 2006
Financial Planning

Greenville College   1993 — 1997
Business Administration

Sheri Smith Sheri Smith San Francisco Bay Area Details
Sheri Smith's United Capital Financial Partners, Inc Experience June 2012 - December 2014
Job Vice President, Consumer Marketing at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC  January 2015 - Present
United Capital Financial Partners, Inc   June 2012 - December 2014
The Householder Group  December 2006 - June 2012
The Householder Group  April 2008 - November 2009
The Householder Group  December 2006 - April 2008
Schwab Institutional (now Charles Schwab Advisor Services)   April 2004 - April 2005
New York Life Insurance Company  August 2001 - January 2004
Auctionwatch.com (now Vendio Services, Inc.)   June 2000 - August 2001
Petstore.com  January 2000 - May 2000
Panamax  January 1994 - 1999

Skills
Marketing Strategy, Growth Strategies, Sales Strategy, Lead Generation, Customer Segmentation..., Business Planning, Financial Advisory, Analytics, Marketing Automation, Digital Marketing, Email Marketing, Management, Salesforce.com..., Business Coaching, Sales Management, Relationship Management, Marketing, Direct Marketing, Strategy, Leadership, Marketing Communications, Wealth Management, CRM, Customer Retention, Social Media Marketing

Education
Dominican University of California
B.A., Psychology

Tyler Holloway Tyler Holloway College Station, Texas Details
Tyler Holloway's United Capital Financial Partners, Inc Experience August 2009 - May 2011
Job Operations Director at Breakaway Ministries
Industry Religious Institutions
Experience
Breakaway Ministries  August 2014 - Present
The Southern Baptist Theological Seminary  August 2012 - May 2014
The Southern Baptist Theological Seminary  August 2012 - May 2014
United Capital Financial Partners, Inc   August 2009 - May 2011
The Heights Fellowship   August 2007 - May 2011
Northwestern Mutual  May 2008 - 2008
Paramount Baptist Church  2004 - 2006

Skills
Public Speaking, Customer Service, Microsoft Office, Microsoft Excel, Team Building, Strategic Planning, Leadership, Sales, PowerPoint, Microsoft Word, Recruiting, Social Networking, Social Media, Insurance, Marketing

Education
The Southern Baptist Theological Seminary   2010 — 2014
Master of Divinity (M.Div.), Christian Ministry

Texas Tech University - Rawls College of Business   2007 — 2008
M.S., Personal Financial Planning

Texas Tech University   2004 — 2007
BA, Psychology

Randall High School   2001 — 2004

David Swearingen David Swearingen Dallas/Fort Worth Area Details
David Swearingen's United Capital Financial Partners, Inc Experience December 2007 - June 2012
Job
Industry Financial Services
Experience
Energy Advisory Partners, A Division of Furtherlane Asset Management, LLC   December 2012 - February 2014
Girard Securities  December 2007 - August 2012
United Capital Financial Partners, Inc   December 2007 - June 2012
Bear Stearns  December 2003 - December 2007
Donaldson, Lufkin & Jenrette   1997 - 2001

Skills
Investments, Asset Managment, Investment Advisory, Portfolio Management, Strategic Financial..., Investment Strategies, Financial Advisory, Alternative Investments, Finance, Wealth Management, Series 7, Asset Allocation, Securities, Retirement Planning, Financial Analysis, Series 63, Retirement, Private Equity, Estate Planning, Investment Management, Risk Management, Wealth, Equities, Financial Services, Insurance, Hedge Funds, Investment Banking, Fixed Annuities, Fixed Income, Derivatives, High Net Worth..., Separately Managed..., Wealth Management..., Series 65, Energy, Asset Management, Mergers & Acquisitions, Due Diligence, FINRA, Trading, Mutual Funds, ETFs, Valuation, Capital Markets, IRAs, Financial Modeling, Venture Capital, Options, 401k, Relationship Management

Education
Texas Tech University   1985 — 1990

Mary Louise Carrick Mary Louise Carrick Greater New Orleans Area Details
Mary Louise Carrick's United Capital Financial Partners, Inc Experience June 2011 - June 2012
Job Student Teacher at Walter G Schneckenburger Elementary
Industry Higher Education
Experience
Walter G Schneckenburger Elementary   August 2015 - Present
University of New Orleans  May 2014 - Present
Longue Vue House and Gardens  June 2015 - August 2015
Dop Antiques and Architecturals   June 2014 - December 2014
National Bankers Trust  September 2013 - January 2014
Duncan-Williams, Inc.   August 2012 - June 2013
United Capital Financial Partners, Inc   June 2011 - June 2012
Amy Howard Collection   August 2011 - November 2011
Hermann-Grima Historic House   February 2011 - May 2011
Dixon Gallery and Gardens  June 2010 - August 2010

Skills
Microsoft Excel, Microsoft Office, Social Networking, Editing, Public Speaking, Nonprofits, Salesforce.com, Photoshop, Social Media Marketing, Administrative..., Fundraising, PowerPoint, Microsoft Word, Social Media, Event Planning

Education
Tulane University   2007 — 2011
BA, Art History, Studio Art

IES Abroad-Rome   2009 — 2009
Bachelor of Arts (B.A.), Art History, Criticism and Conservation

St. Mary's Episcopal School   1995 — 2007

Karen Kubicek Karen Kubicek Littleton, Colorado Details
Karen Kubicek's United Capital Financial Partners, Inc Experience October 2011 - Present
Job Administrative/Relationship Manager at United Capital Financial Partners, Inc
Industry Financial Services
Experience
United Capital Financial Partners, Inc   October 2011 - Present
Peak Capital Investment Services  February 2007 - October 2011
Jones Securities/Jones Intercable   April 1985 - December 2002

Skills
Excellent Client..., Proven Problem Solving..., High Organizational..., oTeam..., oSuccessful..., oWorking knowledge of...

Education
Columbus College of Art & Design

Lee Swinford Lee Swinford Dallas/Fort Worth Area Details
Lee Swinford's United Capital Financial Partners, Inc Experience October 2011 - Present
Job Wealth Adviser at United Capital
Industry Financial Services
Experience
United Capital Financial Partners, Inc   October 2011 - Present
Girard Securities  October 2011 - Present
DEVCO Financial LLC   March 2013 - Present
Brian Lee & Franklin Co   August 2009 - Present
Peak Capital Investment Services  July 2008 - Present
LPL Financial  January 2008 - October 2011
Collaborative Wealth Management   January 2008 - July 2008

Skills
Wealth Management, Retirement Planning, Asset Management, Securities, Wealth Management..., Wealth, Financial Planning, Investments, Finance, Risk Management, Strategic Financial..., Strategic Planning, Investment Banking, Private Equity, Financial Planners, Insurance, Tactical Asset..., Investment Strategies, Portfolio Management, Private Equity/Venture..., Series 7, Estate Planning, Financial Analysis, Asset Allocation, Equities, Investment Advisory, Trading, New Business Development, Financial Management, Financial Modeling, Retirement, Retirement Income..., Wealth Preservation, Income Generation, Rollovers, Roth IRA, IRA Rollovers, 401k Rollovers, IRA's, 401k, Investment Selection, Retirement Plan..., Separately Managed..., Options Strategies, Institutional Investors, Stocks, Alternative Assets, Series 63, Series 65, Cash Flow

Education
Baylor University   2002 — 2007
BA, Business; Corporate Communications

Baylor University - Hankamer School of Business   2002 — 2007
BA, Business; Corporate Communications

Konstantin Kuznetsov Konstantin Kuznetsov Washington D.C. Metro Area Details
Konstantin Kuznetsov's United Capital Financial Partners, Inc Experience May 2011 - August 2011
Job Sr. BAE at Comcast Business
Industry Telecommunications
Experience
Comcast Business  July 2015 - Present
Comcast Business  April 2013 - Present
Comcast  September 2012 - January 2013
GlaxoSmithKline  June 2012 - September 2012
United Capital Financial Partners, Inc   May 2011 - August 2011
Bennett Group Financial Services, LLC  January 2011 - May 2011
B&W Tek, Inc.   July 2010 - August 2010

Skills
Sales, Direct Sales, Account Management, Telecommunications, Sales Operations, Sales Process, New Business Development, Salesforce.com, B2B, Cold Calling, Customer Service

Education
Gettysburg College   2008 — 2012
B.A, Business Management

American University   2011 — 2011
International Business and Trade Semester Program

The Shipley School

Lydia La Fond Lydia La Fond Las Vegas, Nevada Area Details
Lydia La Fond's United Capital Financial Partners, Inc Experience 2013 - 2013
Job Student at UNLV/Event Coordination
Industry Hospitality
Experience
UNLV  September 2014 - Present
United Capital Financial Partners, Inc   2013 - 2013
Ameriprise Financial Services, Inc.   August 2011 - August 2012
St. Cloud Downtown Council  January 2011 - October 2011
St. Cloud Convention Visitors Bureau   September 2009 - August 2010

Skills
Customer Service, Blogging, Event Planning, Event Management, Photography, PowerPoint, Social Media, Time Management, Marketing, Social Networking, Social Media Marketing, Microsoft Office, Public Speaking, Leadership, Public Relations, Microsoft Excel

Education
University of Nevada-Las Vegas   2014 — 2016
Bachelor's Degree, Hospitality Administration/Management

Saint Cloud State University - G.R. Herberger College of Business   2010 — 2011
Bachelor of Arts (B.A.), Marketing/PR, 3.8 GPA

St. Cloud Technical and Community College   2009 — 2011
Associate's Degree, Business Administration and Management, General

Eric Arnold Eric Arnold Greater New York City Area Details
Eric Arnold's United Capital Financial Partners, Inc Experience 2009 - 2012
Job
Industry Venture Capital & Private Equity
Experience
Bridgewater Associates  October 2012 - Present
Bessemer Venture Partners  October 2008 - October 2012
Betterment  2010 - 2012
United Capital Financial Partners, Inc   2009 - 2012
Battery Ventures  July 2005 - August 2008
IFC  2002 - 2003
Morgan Stanley  2000 - 2002

Skills
Venture Capital, Investments, Private Equity, Corporate Development, Financial Modeling, Mergers & Acquisitions, Due Diligence, Valuation, Start-ups, Corporate Finance, Entrepreneurship, Investment Banking, Emerging Markets, Growth Capital, Angel Investing

Education
Harvard Business School   2003 — 2005
MBA

Cornell University   1996 — 2000
BS, Applied Economics

Jason Del Col Jason Del Col Orange County, California Area Details
Jason Del Col's United Capital Financial Partners, Inc Experience
Job SVP, Advisory Services at United Capital Financial Partners, Inc
Industry Financial Services
Experience
United Capital Financial Partners, Inc  

Skills
Sales Management, Strategic Financial..., Wealth Management, Business Development, Investment Advisory, Executive Management, Business Analysis, New Business Development, Transaction Processing, Mergers, Acquisitions, Strategic Planning, Mergers & Acquisitions, Investments, Financial Services, Series 7, Fixed Income, Trading, Equities, Mutual Funds, Insurance, Portfolio Management, High Net Worth..., Banking, Financial Advisory, Investment Management, Investment Strategies, Retirement, Hedge Funds, Asset Management, Asset Allocation, Securities, Private Equity, Wealth Management..., Series 63, Alternative Investments, Wealth, Retirement Planning, FINRA, Financial Planning, Operations Management, Entrepreneurship, Leadership

Education
Bard College
Bachelor's degree

Emily McPherson Emily McPherson Lubbock, Texas Area Details
Emily McPherson's United Capital Financial Partners, Inc Experience 2005 - February 2013
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade  May 2014 - Present
Key Management Group  March 2013 - December 2013
United Capital Financial Partners, Inc   2005 - February 2013
Carson Wealth Management   2004 - 2005

Skills
Strategic Financial..., Retirement Planning, Estate Planning, Business Planning, Portfolio Management, Staff Management, Retirement, Investment Advisory, Project Management, Wealth Management, Mutual Funds, Investments, Operations Management, Financial Advisory, Wealth Management..., Asset Allocation, Series 7, Financial Planning

Education
Texas Tech University   1993 — 2000
BS, Personal Financial Planning

B. Lane Carrick B. Lane Carrick Mobile, Alabama Details
B. Lane Carrick's United Capital Financial Partners, Inc Experience May 2012 - June 2012
Job President
Industry Consumer Services
Experience
Highbank Capital Partners, LLC   September 2014 - Present
Carrick Financial Consulting, LLC   September 2013 - September 2014
United Capital Financial Partners, Inc   May 2012 - June 2012
Dixon Gallery & Gardens  2007 - 2012
Triumph Bancshares, Inc. and Triumph Bank   June 2006 - August 2011
United Capital Finanical Partners, Inc  November 2010 - March 2011
Methodist Healthcare Foundation   2010 - 2011
Sovereign Wealth Management, Inc.   June 1998 - November 2010
Investment Counsel & Trust Company   January 1991 - May 1998
Leadership Memphis  1995 - 1996

Education
Boston University   2006 — 2008
Master of Science, Banking and Financial Services

The College for Financial Planning   1989 — 1990
Certified Financial Planner(tm), Financial Planning and Services

The University of Memphis   1976 — 1980
Bachelor of Professional Studies, Investments and Investor Psychology

Memphis University School   1972 — 1976

University of Memphis
Ph.D., Business Administration, Economics

Hilary Swain Hilary Swain Washington D.C. Metro Area Details
Hilary Swain's United Capital Financial Partners, Inc Experience 1995 - Present
Job Chairman of the Board of Directors at Oldfields School
Industry Financial Services
Experience
Oldfields School  April 2014 - Present
United Capital Financial Partners, Inc   1995 - Present
Artemis capital   1993 - 1995
R.W. Corby and co inc   1979 - 1993

Skills
Fixed Income, Bonds, Portfolio Management, Series 7, Investments, Alternative Investments, Asset Management, Asset Allocation, Securities, Wealth Management, Series 63, Mutual Funds, Equities, Hedge Funds, Investment Advisory, Capital Markets, Investment Management, Investment Strategies, Financial Services, Investment Banking

Education
Lake Forest College   1972 — 1976
BA, Art History

high school   1968 — 1972

oldfields   1968 — 1972
high school

Sarah Benedix Sarah Benedix Orange County, California Area Details
Sarah Benedix's United Capital Financial Partners, Inc Experience July 2011 - Present
Job Marketing Associate
Industry Financial Services
Experience
United Capital Financial Partners, Inc   July 2011 - Present
Seyfarth Shaw  2009 - 2011

Education
California State University-Fullerton   2007 — 2009
BA, Communication and Political Science

Austin Lenarduzzi Austin Lenarduzzi Orange County, California Area Details
Austin Lenarduzzi's United Capital Financial Partners, Inc Experience December 2012 - September 2014
Job Senior Accountant at United Capital Financial Partners, Inc
Industry Accounting
Experience
United Capital Financial Advisers, LLC  September 2014 - Present
United Capital Financial Partners, Inc   December 2012 - September 2014
Irvine Company - Resort at Pelican Hill   January 2010 - January 2012
Irvine Company - Oak Creek Golf Club   November 2007 - December 2009
Laguna Cliffs Marriott Resort & Spa  August 2006 - January 2008

Skills
Customer Service, Great Plains Software, SAP

Education
San Diego State University-California State University   2001 — 2005
Finance, Accounting, Finance

John Dehart John Dehart Rockford, Illinois Area Details
John Dehart's United Capital Financial Partners, Inc Experience December 2010 - June 2012
Job 2nd Vice President, Investment Solutions Group at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management  July 2012 - Present
United Capital Financial Partners, Inc   December 2010 - June 2012
Smith Group Asset Management  October 2007 - March 2009
Envestnet Asset Management  February 1998 - September 2007

Skills
Mutual Funds, Asset Allocation, Asset Management, Portfolio Management, Securities, Wealth Management, Investments, Financial Advisory, Risk Management, Alternative Investments, Series 7

Education
Northern Illinois University   1994 — 1997
Bachelor of Science (BS), Accounting and Finance

Justin Maney Justin Maney Orange County, California Area Details
Justin Maney's United Capital Financial Partners, Inc Experience February 2011 - July 2012
Job Sr. Investment Analyst at Pathway Capital Management
Industry Financial Services
Experience
Pathway Capital Management  July 2012 - Present
United Capital Financial Partners, Inc   February 2011 - July 2012
UBS Wealth Management  September 2010 - February 2011
The Bank of New York Mellon  May 2010 - August 2010
Monroe Capital  November 2009 - April 2010
Bank of New York Mellon  June 2009 - August 2009

Skills
Investments, Alternative Investments, Mergers, Asset Management, Private Equity, Portfolio Management, Valuation, Venture Capital, Due Diligence, Fund Of Funds, Asset Allocation, Finance, Asset Managment, Mergers & Acquisitions, Financial Analysis, Strategy

Education
Loyola University Chicago   2007 — 2010
BBA, Finance, Economics

Ryan Felde, CFA Ryan Felde, CFA Dallas/Fort Worth Area Details
Ryan Felde, CFA's United Capital Financial Partners, Inc Experience June 2010 - December 2012
Job Associate Portfolio Manager at United Capital Financial Advisers, LLC
Industry Investment Management
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

Ruth Macchi Ruth Macchi Midland, Texas Details
Ruth Macchi's United Capital Financial Partners, Inc Experience May 2009 - May 2010
Job Executive Consultant for Rodan + Fields
Industry Cosmetics
Experience
Rodan + Fields Dermatologists  May 2013 - Present
Tetra Tech Industries  July 2011 - July 2013
TMK IPSCO  August 2010 - June 2011
United Capital Financial Partners, Inc   May 2009 - May 2010

Education
Texas Tech University   2005 — 2009
B.S., Personal Financial Planning

Caryn Westman Caryn Westman Orange County, California Area Details
Caryn Westman's United Capital Financial Partners, Inc Experience August 2004 - Present
Job Clinic Owner/Director at Optimal Weight Management Clinic, LLC
Industry Investment Management
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

Richard Denny II, MBA Richard Denny II, MBA Miami/Fort Lauderdale Area Details
Richard Denny II, MBA's United Capital Financial Partners, Inc Experience December 2011 - October 2012
Job Educator and Asst. AD at Broward County Public Schools
Industry Market Research
Experience
Broward County Public Schools  August 2015 - Present
United Capital Financial Partners, Inc   December 2011 - October 2012
Florida Atlantic University  January 2011 - December 2011

Skills
Event Planning, Sports Management, Sports Marketing, Data Analysis, Customer Service, Salesforce.com, CRM, Microsoft Office, SPSS, Six Sigma, Photoshop, True Team Player, Project Management, New Business Development, Operations Management, Marketing, Social Media Marketing, Marketing Strategy, Social Networking, Strategic Planning, Microsoft Excel, Public Speaking, Leadership, PowerPoint

Education
Florida Atlantic University   2010 — 2012
Master of Business Administration (M.B.A.), Operations Management

University of Florida   2002 — 2008
Master of Science (M.S.), Sport Management

Dennis Hogerty Dennis Hogerty Fort Collins, Colorado Details
Dennis Hogerty's United Capital Financial Partners, Inc Experience July 2010 - Present
Job Managing Director at United Capital Financial Partners, Inc
Industry Financial Services
Experience
United Capital Financial Partners, Inc   July 2010 - Present
ft.collins co.   March 1977 - September 1981

Education
University of Notre Dame   1967 — 1971
Bachelor's degree, Finance, General

Casey Harrison Casey Harrison Irvine, California Details
Casey Harrison's United Capital Financial Partners, Inc Experience August 2012 - Present
Job Project Coordinator at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Partners, Inc   August 2012 - Present

Skills
Business Analysis, Risk Management, Strategic Financial..., Investments

Education
Ripon College

Hector Andres Hector Andres Pompano Beach, Florida Details
Hector Andres's United Capital Financial Partners, Inc Experience October 2012 - June 2013
Job Financial Services Specialist at Apprisen
Industry Financial Services
Experience
Apprisen  August 2013 - Present
United Capital Financial Partners, Inc   October 2012 - June 2013

Education
Florida Atlantic University   2013 — 2015
Master's Degree, Financial Economics

University of South Florida   2009 — 2012
Bachelor of Arts (B.A.), Economics and Philosophy

Florida Atlantic University

Alfreda Hart Alfreda Hart Rancho Santa Margarita, California Details
Alfreda Hart's United Capital Financial Partners, Inc Experience Administrative AssistantUnited Capital Financial Partners, Inc$
Job Administrative Assistant at United Capital Financial Partners, Inc
Industry Financial Services
Experience
United Capital Financial Partners, Inc   Administrative AssistantUnited Capital Financial Partners, Inc$

Skills
Microsoft Office, Microsoft Excel, Financial Planners, Employee Benefits, PowerPoint, Event Planning, Customer Service, Public Speaking, Finance, Organizational..., Calendaring, Travel Arrangements, Expense Reports, Recruiting, Heavy Calendaring, Executive Level..., Calendars, Executive Support, Meeting Scheduling, Retirement, Salesforce.com, Retirement Planning, 401k, Mutual Funds

Education
Eastern Illinois University