US Fiduciary
Description
Address: 801 Warrenville Rd # 500, Lisle, IL 60532 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (888) 647-4282Category: : Place name: : : : : Website: Hours: : Website: http://www.usfiduciaryservices.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?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. 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 US Fiduciary Services Inc Posting publicly on the Web Write a review Reviews Be the first to review
US Fiduciary List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at US Fiduciary. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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US Fiduciary Employees
Employee
Years
Job
Industry
Matthew Reynolds, AIF(R), CRCP Matthew Reynolds, AIF(R), CRCP's US Fiduciary Experience 2005 - 2007
Job Chief Operating Officer at Noyes
Industry Financial Services
Experience
Noyes August 2014 - Present
Platinum Financial Solutions September 2012 - Present
McGladrey November 2013 - August 2014
HighTower Advisors November 2008 - January 2013
Advanced Equities, Inc. April 2007 - November 2008
US Fiduciary 2005 - 2007
CRA RogersCaey 2001 - 2004
Skills
Series 7, Alternative Investments, Securities, Hedge Funds, Compliance, Private Equity, Options, Series 66, AML, FINRA, Series 24, Accounting, Venture Capital, Compliance Management, Risk, Wealth Management, Investment Advisory, Investment Management, Financial Risk, Fixed Income, Uniform Combined State..., Mutual Funds, Equities, Asset Management, Leadership, Financial Services, Investments, Portfolio Management, Litigation Management, Series 63, Trading, Financial Advisory, Asset Allocation, Investment Banking, ETFs, Wealth Management..., Investment Strategies, Risk Management, Capital Markets, Valuation, Due Diligence, Retirement, Anti Money Laundering
Education
University of Pennsylvania - The Wharton School 2010 — 2010
CRCP, Regulatory Compliance
Robert Morris College 1998 — 2000
Bachelor of Business Administration, Accounting
Noyes August 2014 - Present
Platinum Financial Solutions September 2012 - Present
McGladrey November 2013 - August 2014
HighTower Advisors November 2008 - January 2013
Advanced Equities, Inc. April 2007 - November 2008
US Fiduciary 2005 - 2007
CRA RogersCaey 2001 - 2004
Skills
Series 7, Alternative Investments, Securities, Hedge Funds, Compliance, Private Equity, Options, Series 66, AML, FINRA, Series 24, Accounting, Venture Capital, Compliance Management, Risk, Wealth Management, Investment Advisory, Investment Management, Financial Risk, Fixed Income, Uniform Combined State..., Mutual Funds, Equities, Asset Management, Leadership, Financial Services, Investments, Portfolio Management, Litigation Management, Series 63, Trading, Financial Advisory, Asset Allocation, Investment Banking, ETFs, Wealth Management..., Investment Strategies, Risk Management, Capital Markets, Valuation, Due Diligence, Retirement, Anti Money Laundering
Education
University of Pennsylvania - The Wharton School 2010 — 2010
CRCP, Regulatory Compliance
Robert Morris College 1998 — 2000
Bachelor of Business Administration, Accounting
James Lynch James Lynch's US Fiduciary Experience 2005 - 2007
Job Branch Manager at David A. Noyes & Co.
Industry Financial Services
Experience
David A. Noyes & Co. January 2014 - Present
CONCERT Wealth Management July 2011 - January 2014
Chicago Investment Group/Newbridge Securities 2009 - 2011
Advanced Equities 2007 - 2009
US Fiduciary 2005 - 2007
Bank of America, Investment Services 2002 - 2005
Morgan Stanley 1993 - 2002
Skills
Wealth Management, Investment Advisory, High Net Worth..., Alternative Investments, Investments, Series 63, Mutual Funds, Securities, Asset Allocation, Asset Managment, Hedge Funds, Financial Advisory, Series 24, Financial Planners, Investment Strategies, Equities, Retirement Planning, Asset Management, Portfolio Management, FINRA, Investment Management, Finance, Private Equity, Fixed Income
Education
Quincy University 1986 — 1988
BA, Public Relations/Communications
Loras College
Loyola Rome
lincoln park hs
David A. Noyes & Co. January 2014 - Present
CONCERT Wealth Management July 2011 - January 2014
Chicago Investment Group/Newbridge Securities 2009 - 2011
Advanced Equities 2007 - 2009
US Fiduciary 2005 - 2007
Bank of America, Investment Services 2002 - 2005
Morgan Stanley 1993 - 2002
Skills
Wealth Management, Investment Advisory, High Net Worth..., Alternative Investments, Investments, Series 63, Mutual Funds, Securities, Asset Allocation, Asset Managment, Hedge Funds, Financial Advisory, Series 24, Financial Planners, Investment Strategies, Equities, Retirement Planning, Asset Management, Portfolio Management, FINRA, Investment Management, Finance, Private Equity, Fixed Income
Education
Quincy University 1986 — 1988
BA, Public Relations/Communications
Loras College
Loyola Rome
lincoln park hs
Drew Miller, CFP® Drew Miller, CFP®'s US Fiduciary Experience March 2006 - July 2007
Job President, Visionary Asset Management
Industry Financial Services
Experience
Visionary Asset Management April 2010 - Present
Comerica Securities August 2007 - March 2010
US Fiduciary March 2006 - July 2007
Comerica Securities October 2002 - March 2006
Skills
Insurance, Finance, Series 7, Investments, Wealth Management, Portfolio Management, Retirement Planning, Securities, Mutual Funds, Investment Advisory, Series 63, Asset Allocation, Asset Management, Financial Advisory, Strategic Financial..., Financial Planning
Education
Belhaven University 2007 — 2009
MBA, Finance
University of St. Thomas (TX) 2008 — 2008
Certified Financial Planner
Texas Tech University 1996 — 2000
BA
Visionary Asset Management April 2010 - Present
Comerica Securities August 2007 - March 2010
US Fiduciary March 2006 - July 2007
Comerica Securities October 2002 - March 2006
Skills
Insurance, Finance, Series 7, Investments, Wealth Management, Portfolio Management, Retirement Planning, Securities, Mutual Funds, Investment Advisory, Series 63, Asset Allocation, Asset Management, Financial Advisory, Strategic Financial..., Financial Planning
Education
Belhaven University 2007 — 2009
MBA, Finance
University of St. Thomas (TX) 2008 — 2008
Certified Financial Planner
Texas Tech University 1996 — 2000
BA
Richard Lauer Richard Lauer's US Fiduciary Experience 2008 - 2008
Job Compliance Manager, Testing at BOK Financial
Industry Banking
Experience
Cadence Bank, N.A. November 2014 - Present
BOK Financial February 2014 - Present
Zions Bancorporation August 2012 - February 2014
Zions Bancorporation August 2008 - August 2012
US Fiduciary 2008 - 2008
CC Family Hair Care 2004 - 2007
Van Kampen Funds 2002 - 2004
Enron 1999 - 2001
Bank United 1996 - 1998
Advantage Capital (Subsidiary of American Capital) August 1993 - October 1997
Skills
AML, Banking, Securities, Customer Service, Compliance, Privacy Compliance, Privacy Regulations, FINRA, Compliance Regulations, Series 7
Education
Ferris State University 1987 — 1990
B.S., Business Management
Cadence Bank, N.A. November 2014 - Present
BOK Financial February 2014 - Present
Zions Bancorporation August 2012 - February 2014
Zions Bancorporation August 2008 - August 2012
US Fiduciary 2008 - 2008
CC Family Hair Care 2004 - 2007
Van Kampen Funds 2002 - 2004
Enron 1999 - 2001
Bank United 1996 - 1998
Advantage Capital (Subsidiary of American Capital) August 1993 - October 1997
Skills
AML, Banking, Securities, Customer Service, Compliance, Privacy Compliance, Privacy Regulations, FINRA, Compliance Regulations, Series 7
Education
Ferris State University 1987 — 1990
B.S., Business Management
Austin Page Austin Page's US Fiduciary Experience April 2004 - May 2007
Job President at YPM Interests, LLC
Industry International Trade and Development
Experience
YPM Interests, LLC September 2011 - Present
Enviro Group February 2011 - September 2011
Linscomb & Williams November 2007 - March 2011
US Fiduciary April 2004 - May 2007
Vista Analytics September 1997 - April 2004
Skills
Strategic Financial..., Investments, Wealth Management, Financial Analysis, Mergers, International Business..., Project Finance, Finance, Management, Asset Management, Financial Modeling, Strategic Planning, Alternative Investments, Portfolio Management, Risk Management, Due Diligence, Investment Management, Investment Advisory, Private Equity, Financial Services, Mergers & Acquisitions, Financial Planning
Education
University of California, Santa Barbara 1989 — 2004
BA, Accounting & Psychology
Rice University 1994 — 1996
MBA, Finance & Entrepreneurship
YPM Interests, LLC September 2011 - Present
Enviro Group February 2011 - September 2011
Linscomb & Williams November 2007 - March 2011
US Fiduciary April 2004 - May 2007
Vista Analytics September 1997 - April 2004
Skills
Strategic Financial..., Investments, Wealth Management, Financial Analysis, Mergers, International Business..., Project Finance, Finance, Management, Asset Management, Financial Modeling, Strategic Planning, Alternative Investments, Portfolio Management, Risk Management, Due Diligence, Investment Management, Investment Advisory, Private Equity, Financial Services, Mergers & Acquisitions, Financial Planning
Education
University of California, Santa Barbara 1989 — 2004
BA, Accounting & Psychology
Rice University 1994 — 1996
MBA, Finance & Entrepreneurship
Nicole Ruth, CPA Nicole Ruth, CPA's US Fiduciary Experience 2005 - 2007
Job Financial Analyst with Novant Medical Group
Industry Accounting
Experience
Novant Health October 2011 - Present
Plante & Moran August 2008 - August 2010
US Fiduciary 2005 - 2007
Education
Northern Illinois University 2006 — 2008
MAS, Auditing & Assurance Services
Appalachian State University 1999 — 2003
BS, Business Management
Novant Health October 2011 - Present
Plante & Moran August 2008 - August 2010
US Fiduciary 2005 - 2007
Education
Northern Illinois University 2006 — 2008
MAS, Auditing & Assurance Services
Appalachian State University 1999 — 2003
BS, Business Management
Heidi A. Meyer, CFP® Heidi A. Meyer, CFP®'s US Fiduciary Experience February 2005 - October 2006
Job Director of National Accounts at Frontier Asset Management
Industry Financial Services
Experience
Frontier Asset Management January 2011 - Present
QA3 Financial January 2007 - May 2010
US Fiduciary February 2005 - October 2006
EnvestnetPMC February 1998 - April 2003
Watson Wyatt Investment Consulting March 1996 - February 1998
ADAM Investment Services July 1994 - March 1996
Chase 1988 - 1990
Skills
Asset Allocation, Investments, Equities, Management, Finance, Executive Management, FINRA, Relationship Management, Series 24, Fixed Income, Risk Management, High Net Worth..., Hedge Funds, ETFs, Series 65, Contract Negotiation, Training
Education
Rice University 2005 — 2006
CFP Certification Education Program
George Mason University 1986 — 1990
Finance
DC-G
Frontier Asset Management January 2011 - Present
QA3 Financial January 2007 - May 2010
US Fiduciary February 2005 - October 2006
EnvestnetPMC February 1998 - April 2003
Watson Wyatt Investment Consulting March 1996 - February 1998
ADAM Investment Services July 1994 - March 1996
Chase 1988 - 1990
Skills
Asset Allocation, Investments, Equities, Management, Finance, Executive Management, FINRA, Relationship Management, Series 24, Fixed Income, Risk Management, High Net Worth..., Hedge Funds, ETFs, Series 65, Contract Negotiation, Training
Education
Rice University 2005 — 2006
CFP Certification Education Program
George Mason University 1986 — 1990
Finance
DC-G
Robert M. Drake Robert M. Drake's US Fiduciary Experience March 2007 - March 2009
Job Chief Executive Officer, Drake Financial Consulting, LLC
Industry Financial Services
Experience
Drake Financial Consulting, LLC October 2011 - Present
Bank of America, US Trust March 2009 - October 2011
US Fiduciary March 2007 - March 2009
Citigroup-Smith Barney 2004 - 2007
Wachovia Securities, LLC October 1997 - April 2004
Prudential Financial 1997 - 2003
Dean Witter Reynolds Inc. 1980 - 1997
Dean Witter Reynolds Inc. 1980 - 1997
Morgan Stanley Dean Witter February 1980 - 1996
Skills
Wealth Management, Investments, Private Banking, Asset Management, Portfolio Management, Coaching, Executive..., Executive, Private..., Strategic Planning, Practice Management, Executive Development, Asset Managment, Coaching, Asset Allocation, Alternative Investments, Series 7, Fixed Income, Mutual Funds, Investment Advisory, Leadership, Securities, Trading, Financial Services, Strategy, Series 63, Equities, Mergers & Acquisitions, Relationship Management, FINRA, Finance, Hedge Funds, ETFs, Investment Management, Investment Strategies, Financial Advisory, Capital Markets, Business Development, Wealth Management..., Management, Consulting, Private Equity, Executive Management, Investment Banking, Financial Modeling, Financial Planning
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Executive Education Program, Marketing & Finance
Georgia State University 1970 — 1972
Bachelor of Arts-Mathematics, Grad Studies in Statistics
Georgia State University 1969 — 1970
BA, Statistics, Psychology
University of Louisiana at Monroe 1967 — 1968
None, Math, Psychology
University of Miami 1965 — 1967
None, Civil Engineering
Satellite High School
Satellite High School
Satellite High School
Satellite High School
Drake Financial Consulting, LLC October 2011 - Present
Bank of America, US Trust March 2009 - October 2011
US Fiduciary March 2007 - March 2009
Citigroup-Smith Barney 2004 - 2007
Wachovia Securities, LLC October 1997 - April 2004
Prudential Financial 1997 - 2003
Dean Witter Reynolds Inc. 1980 - 1997
Dean Witter Reynolds Inc. 1980 - 1997
Morgan Stanley Dean Witter February 1980 - 1996
Skills
Wealth Management, Investments, Private Banking, Asset Management, Portfolio Management, Coaching, Executive..., Executive, Private..., Strategic Planning, Practice Management, Executive Development, Asset Managment, Coaching, Asset Allocation, Alternative Investments, Series 7, Fixed Income, Mutual Funds, Investment Advisory, Leadership, Securities, Trading, Financial Services, Strategy, Series 63, Equities, Mergers & Acquisitions, Relationship Management, FINRA, Finance, Hedge Funds, ETFs, Investment Management, Investment Strategies, Financial Advisory, Capital Markets, Business Development, Wealth Management..., Management, Consulting, Private Equity, Executive Management, Investment Banking, Financial Modeling, Financial Planning
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Executive Education Program, Marketing & Finance
Georgia State University 1970 — 1972
Bachelor of Arts-Mathematics, Grad Studies in Statistics
Georgia State University 1969 — 1970
BA, Statistics, Psychology
University of Louisiana at Monroe 1967 — 1968
None, Math, Psychology
University of Miami 1965 — 1967
None, Civil Engineering
Satellite High School
Satellite High School
Satellite High School
Satellite High School
Jeffery Sills, CFP®, ChFC®'s US Fiduciary Experience 2007 - 2009
Job SVPHead of Advice and Planning, Capital One Investments at Capital One
Industry Financial Services
Experience
Capital One August 2014 - Present
USAA October 2011 - August 2014
USAA December 2009 - September 2011
US Fiduciary 2007 - 2009
Smith Barney 1994 - 2007
Shearson Lehman 1988 - 1994
EF Hutton May 1987 - December 1988
Skills
Business Development, Mutual Funds, Financial Advisory, Fixed Annuities, Financial Services, Strategic Planning, Wealth Management, Investment Advisory, Asset Allocation, Series 7, Retirement Planning, Strategic Financial..., Investments, Series 63, Securities, Series 65, Alternative Investments, Asset Managment, Investment Strategies, Series 24, Series 8, Portfolio Management, Investment Management, Estate Planning, ETFs, Certified Financial..., Personal Financial..., Asset Management, Fixed Income, Personal Finance, Equities, Financial Planners, Insurance, FINRA, Financial Analysis, Retirement, Uniform Combined State..., Wealth Management..., Private Banking, Risk Management, Leadership, Wealth, 401k, Bonds, High Net Worth..., Hedge Funds, Life Insurance, Options, IRAs, Relationship Management
Education
University of the Incarnate Word 2012 — 2014
Business Administration and Management, General
Sewanee-The University of the South 2006 — 2010
Certification, Education for Ministry
The American College 2005 — 2006
ChFC, Chartered Financial Consutant
Rice University 2004 — 2005
Certified Financial Planning, CFP
California State Polytechnic University-Pomona
Management Science Business Law
Capital One August 2014 - Present
USAA October 2011 - August 2014
USAA December 2009 - September 2011
US Fiduciary 2007 - 2009
Smith Barney 1994 - 2007
Shearson Lehman 1988 - 1994
EF Hutton May 1987 - December 1988
Skills
Business Development, Mutual Funds, Financial Advisory, Fixed Annuities, Financial Services, Strategic Planning, Wealth Management, Investment Advisory, Asset Allocation, Series 7, Retirement Planning, Strategic Financial..., Investments, Series 63, Securities, Series 65, Alternative Investments, Asset Managment, Investment Strategies, Series 24, Series 8, Portfolio Management, Investment Management, Estate Planning, ETFs, Certified Financial..., Personal Financial..., Asset Management, Fixed Income, Personal Finance, Equities, Financial Planners, Insurance, FINRA, Financial Analysis, Retirement, Uniform Combined State..., Wealth Management..., Private Banking, Risk Management, Leadership, Wealth, 401k, Bonds, High Net Worth..., Hedge Funds, Life Insurance, Options, IRAs, Relationship Management
Education
University of the Incarnate Word 2012 — 2014
Business Administration and Management, General
Sewanee-The University of the South 2006 — 2010
Certification, Education for Ministry
The American College 2005 — 2006
ChFC, Chartered Financial Consutant
Rice University 2004 — 2005
Certified Financial Planning, CFP
California State Polytechnic University-Pomona
Management Science Business Law
Lynda Meyer Lynda Meyer's US Fiduciary Experience 2004 - 2004
Job Product Manager
Industry Computer Hardware
Experience
HP February 2013 - Present
Texas Ski Council Youth Foundation June 2012 - Present
HP July 2012 - January 2014
HP February 2010 - July 2012
HP December 2008 - February 2010
HP November 2007 - December 2008
HP May 2006 - October 2007
Aquent - at HP April 2005 - April 2006
US Fiduciary 2004 - 2004
Citigroup - Travelers Life & Annuity October 2002 - September 2003
Skills
Business Strategy, Business Analysis, New Business Development, People Development, Profit Center Management, IT Strategy, IT Transformation, IT Management, IT Outsourcing, Entrepreneurship, Public Speaking, Execution of Business..., Web Design, Product Development, Strategic Vision, Researching New..., Operating Budgets, Program Management, Messaging, Virtualization, Product Marketing, Business Alliances, Capital Raising, Operational Execution, Budget Forecasts, Budget Reconciliation, Product Management, Leadership, Management, VMware, Go-to-market Strategy, Sales Enablement, Networking, Cloud Computing, Strategy, HP, Enterprise Software, Storage, Partner Management, Business Development, Cross-functional Team...
Education
Rutgers, The State University of New Jersey-New Brunswick 1975 — 1978
BA, summa cum laude
The University of Texas at Austin 1973 — 1974
HP February 2013 - Present
Texas Ski Council Youth Foundation June 2012 - Present
HP July 2012 - January 2014
HP February 2010 - July 2012
HP December 2008 - February 2010
HP November 2007 - December 2008
HP May 2006 - October 2007
Aquent - at HP April 2005 - April 2006
US Fiduciary 2004 - 2004
Citigroup - Travelers Life & Annuity October 2002 - September 2003
Skills
Business Strategy, Business Analysis, New Business Development, People Development, Profit Center Management, IT Strategy, IT Transformation, IT Management, IT Outsourcing, Entrepreneurship, Public Speaking, Execution of Business..., Web Design, Product Development, Strategic Vision, Researching New..., Operating Budgets, Program Management, Messaging, Virtualization, Product Marketing, Business Alliances, Capital Raising, Operational Execution, Budget Forecasts, Budget Reconciliation, Product Management, Leadership, Management, VMware, Go-to-market Strategy, Sales Enablement, Networking, Cloud Computing, Strategy, HP, Enterprise Software, Storage, Partner Management, Business Development, Cross-functional Team...
Education
Rutgers, The State University of New Jersey-New Brunswick 1975 — 1978
BA, summa cum laude
The University of Texas at Austin 1973 — 1974
Mary Kathryn Campion's US Fiduciary Experience 2005 - 2007
Job President Champion Capital Research
Industry Investment Management
Experience
Champion Capital Research January 2003 - Present
Coastal Securities 1990 - 2008
US Fiduciary 2005 - 2007
Rice University and University of Houston 1999 - 2004
Skills
violinist, runner, swimmer, Investment Advisory, Investments, Portfolio Management, Asset Allocation, Investment Strategies, Mutual Funds, Wealth Management, Fixed Income, Strategic Financial..., Swimmer, Financial Risk, Fiduciary Assessments..., Financial Education, Retirement, Analysis, Financial Advisory, Securities, Banking, Retirement Planning, Asset Management, Insurance, Hedge Funds, Series 7, Financial Modeling, Financial Analysis, Due Diligence, Financial Planning, Investment Management, Finance, Alternative Investments
Education
Rice University 1980 — 1984
Bachelor of Arts (B.A.) Full Merit Based Scholarship Recipient
University of Houston
Master of Arts (M.A.) and Ph.D., Financial Economics, Fellowship Recipient
Champion Capital Research January 2003 - Present
Coastal Securities 1990 - 2008
US Fiduciary 2005 - 2007
Rice University and University of Houston 1999 - 2004
Skills
violinist, runner, swimmer, Investment Advisory, Investments, Portfolio Management, Asset Allocation, Investment Strategies, Mutual Funds, Wealth Management, Fixed Income, Strategic Financial..., Swimmer, Financial Risk, Fiduciary Assessments..., Financial Education, Retirement, Analysis, Financial Advisory, Securities, Banking, Retirement Planning, Asset Management, Insurance, Hedge Funds, Series 7, Financial Modeling, Financial Analysis, Due Diligence, Financial Planning, Investment Management, Finance, Alternative Investments
Education
Rice University 1980 — 1984
Bachelor of Arts (B.A.) Full Merit Based Scholarship Recipient
University of Houston
Master of Arts (M.A.) and Ph.D., Financial Economics, Fellowship Recipient
Curtis L. Lyman Curtis L. Lyman's US Fiduciary Experience 2005 - 2007
Job CEO/CIO Alpha Beta Gamma Wealth ManagementA Member of the HighTower Network
Industry Financial Services
Experience
HighTower 2008 - January 2015
Alpha Wealth Management November 2007 - December 2008
US Fiduciary 2005 - 2007
Lehman Brothers 2001 - 2005
Wilmington Trust, FSB 1998 - 2001
STI Private Capital Group, N.A. 1996 - 1998
Raymond James Trust Company 1992 - 1996
Chase Manhattan 1988 - 1991
Merrill Lynch 1985 - 1988
County of Orleans, New York, Office of the District Attorney 1979 - 1985
Skills
Client Representation, Strategic Financial..., Investment Advisory, Financial Advisory, Financial Services, Investments, Wealth Management, Finance, Wealth, Series 7, Alternative Investments, Private Banking, Mergers & Acquisitions, Portfolio Management, Securities, Capital Markets, Risk Management, High Net Worth..., Asset Allocation, Mergers, Hedge Funds, Asset Management, Wealth Management..., Estate Planning, Investment Strategies, Mutual Funds, Investment Management, ETFs, Retirement Planning, Series 24, FINRA, Private Equity, Equities, Fixed Income, Uniform Combined State..., Series 65, Bonds, Financial Planners, Options, Retirement, Venture Capital, Personal Financial..., Bloomberg, Hedging, Equity Research, Separately Managed..., Series 63, Investment Advisory..., Management, Business Development
Education
Case Western Reserve University School of Law 1974 — 1977
Juris Doctor (JD), Law
Hiram College 1970 — 1974
Bachelor of Arts (B.A., cum laude)
HighTower 2008 - January 2015
Alpha Wealth Management November 2007 - December 2008
US Fiduciary 2005 - 2007
Lehman Brothers 2001 - 2005
Wilmington Trust, FSB 1998 - 2001
STI Private Capital Group, N.A. 1996 - 1998
Raymond James Trust Company 1992 - 1996
Chase Manhattan 1988 - 1991
Merrill Lynch 1985 - 1988
County of Orleans, New York, Office of the District Attorney 1979 - 1985
Skills
Client Representation, Strategic Financial..., Investment Advisory, Financial Advisory, Financial Services, Investments, Wealth Management, Finance, Wealth, Series 7, Alternative Investments, Private Banking, Mergers & Acquisitions, Portfolio Management, Securities, Capital Markets, Risk Management, High Net Worth..., Asset Allocation, Mergers, Hedge Funds, Asset Management, Wealth Management..., Estate Planning, Investment Strategies, Mutual Funds, Investment Management, ETFs, Retirement Planning, Series 24, FINRA, Private Equity, Equities, Fixed Income, Uniform Combined State..., Series 65, Bonds, Financial Planners, Options, Retirement, Venture Capital, Personal Financial..., Bloomberg, Hedging, Equity Research, Separately Managed..., Series 63, Investment Advisory..., Management, Business Development
Education
Case Western Reserve University School of Law 1974 — 1977
Juris Doctor (JD), Law
Hiram College 1970 — 1974
Bachelor of Arts (B.A., cum laude)
Jeff Sills Jeff Sills's US Fiduciary Experience 2007 - 2009
Job Director, Wealth Management at USAA
Industry Financial Services
Experience
USAA 2009 - Present
US Fiduciary 2007 - 2009
Smith Barney/Shearson Lehman Bros./EF Hutton May 1987 - August 2007
Education
The American College 2006 — 2007
Chartered Financial Consultant
Rice University 2005 — 2006
Certified Financial Planner
California State Polytechnic University-Pomona 1971 — 1972
Management Science, Business Law
USAA 2009 - Present
US Fiduciary 2007 - 2009
Smith Barney/Shearson Lehman Bros./EF Hutton May 1987 - August 2007
Education
The American College 2006 — 2007
Chartered Financial Consultant
Rice University 2005 — 2006
Certified Financial Planner
California State Polytechnic University-Pomona 1971 — 1972
Management Science, Business Law
Shannon (Tumbleson) Clarkson's US Fiduciary Experience February 2005 - June 2006
Job Acquisitions and Product Manager
Industry E-Learning
Experience
Cengage Learning July 2008 - Present
Gatlin Education Services (Gatlin Learning, Inc.) June 2006 - July 2008
US Fiduciary February 2005 - June 2006
Warrantech 1997 - 2005
Skills
E-Learning, Content Development, Product Management, Publishing, Salesforce.com, Strategic Planning, Management, Training, Marketing Strategy, Online Advertising, New Business Development, Strategic Partnerships, CRM, Digital Marketing, Acquisitions, Account Management, Instructor-led Training, Instructor Development, Team Building, Team Leadership, Team Management, Cross-functional Team..., Team Motivation, Contract Negotiation, Contract Management, Leadership, Contractual Agreements, Program Management, Program Facilitation, Adult Education, Distance Learning, Educational Technology, Staff Development, Learning Management..., Blended Learning, Business Development, Vendor Relationship..., Professional..., Problem Solving, Collaborative Problem...
Education
The University of Texas at Arlington
Bachelor’s Degree, Interdisciplinary Studies: Business, Psychology
Cengage Learning July 2008 - Present
Gatlin Education Services (Gatlin Learning, Inc.) June 2006 - July 2008
US Fiduciary February 2005 - June 2006
Warrantech 1997 - 2005
Skills
E-Learning, Content Development, Product Management, Publishing, Salesforce.com, Strategic Planning, Management, Training, Marketing Strategy, Online Advertising, New Business Development, Strategic Partnerships, CRM, Digital Marketing, Acquisitions, Account Management, Instructor-led Training, Instructor Development, Team Building, Team Leadership, Team Management, Cross-functional Team..., Team Motivation, Contract Negotiation, Contract Management, Leadership, Contractual Agreements, Program Management, Program Facilitation, Adult Education, Distance Learning, Educational Technology, Staff Development, Learning Management..., Blended Learning, Business Development, Vendor Relationship..., Professional..., Problem Solving, Collaborative Problem...
Education
The University of Texas at Arlington
Bachelor’s Degree, Interdisciplinary Studies: Business, Psychology
Kristin McGinley's US Fiduciary Experience July 2007 - March 2009
Job Senior Investment Content Writer at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management August 2015 - Present
Public Financial Management November 2011 - July 2015
BNY Mellon November 2010 - November 2011
SEI Investments April 2009 - November 2010
US Fiduciary July 2007 - March 2009
Wachovia Securities, LLC July 2002 - July 2006
OFI Institutional Asset Management December 2000 - June 2002
Skills
Financial Services, Asset Allocation, Investment Research, Portfolio Management, Equities, Mutual Funds, Investments, Asset Management, Financial Analysis, Finance, Investment Management, Due Diligence, Bonds, Management, Equity Research, Financial Advisory, Trading, Options, Editing
Education
Centre College 1996 — 2000
B.S., Economics
Aberdeen Asset Management August 2015 - Present
Public Financial Management November 2011 - July 2015
BNY Mellon November 2010 - November 2011
SEI Investments April 2009 - November 2010
US Fiduciary July 2007 - March 2009
Wachovia Securities, LLC July 2002 - July 2006
OFI Institutional Asset Management December 2000 - June 2002
Skills
Financial Services, Asset Allocation, Investment Research, Portfolio Management, Equities, Mutual Funds, Investments, Asset Management, Financial Analysis, Finance, Investment Management, Due Diligence, Bonds, Management, Equity Research, Financial Advisory, Trading, Options, Editing
Education
Centre College 1996 — 2000
B.S., Economics
Patricia Robinson's US Fiduciary Experience September 2005 - March 2009
Job Associate Director Broker Dealer Operations at VALIC Financial Advisors, Inc
Industry Financial Services
Experience
VALIC Financial Advisors, Inc March 2015 - Present
B.B. Graham & Co. July 2009 - August 2014
US Fiduciary September 2005 - March 2009
Coastal Securities 1996 - 2005
Government Securities Corp 1985 - 1996
Education
Texas A&M University 1981 — 1985
BBA, Finance
St. Pius X High School Houston Texas 1977 — 1981
VALIC Financial Advisors, Inc March 2015 - Present
B.B. Graham & Co. July 2009 - August 2014
US Fiduciary September 2005 - March 2009
Coastal Securities 1996 - 2005
Government Securities Corp 1985 - 1996
Education
Texas A&M University 1981 — 1985
BBA, Finance
St. Pius X High School Houston Texas 1977 — 1981
Cong Pham's US Fiduciary Experience March 2008 - May 2009
Job Accounting Manager at Energy Alloys
Industry Accounting
Experience
Energy Alloys February 2014 - Present
Schlumberger July 2012 - February 2014
Schlumberger November 2009 - July 2012
US Fiduciary March 2008 - May 2009
M-I SWACO February 2007 - March 2008
Outsource Partners International October 2005 - January 2007
RCM Capital Management April 2001 - July 2005
Aureflam Corporation January 1999 - April 2001
Skills
Accounting, Financial Reporting, General Ledger, Account Reconciliation, Financial Accounting, Bookkeeping, Accounts Payable, Journal Entries, Accounts Receivable, Internal Controls, Income Tax, GAAP, Tax Returns, Financial Analysis, Financial Statements, Cost Accounting, Fixed Assets
Education
The University of Texas at Austin 1984 — 1990
Bachelor of Business Administration (BBA), Accounting and Finance
Energy Alloys February 2014 - Present
Schlumberger July 2012 - February 2014
Schlumberger November 2009 - July 2012
US Fiduciary March 2008 - May 2009
M-I SWACO February 2007 - March 2008
Outsource Partners International October 2005 - January 2007
RCM Capital Management April 2001 - July 2005
Aureflam Corporation January 1999 - April 2001
Skills
Accounting, Financial Reporting, General Ledger, Account Reconciliation, Financial Accounting, Bookkeeping, Accounts Payable, Journal Entries, Accounts Receivable, Internal Controls, Income Tax, GAAP, Tax Returns, Financial Analysis, Financial Statements, Cost Accounting, Fixed Assets
Education
The University of Texas at Austin 1984 — 1990
Bachelor of Business Administration (BBA), Accounting and Finance
Joan Jensen, PHR's US Fiduciary Experience January 2004 - January 2006
Job HR Business Partner at Baker Hughes
Industry Oil & Energy
Experience
Baker Hughes May 2013 - Present
Baker Hughes Inc January 2012 - April 2013
Baker Hughes Inc January 2009 - January 2011
Baker Petrolite Inc January 2007 - January 2009
US Fiduciary January 2004 - January 2006
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, SAP, Taleo, Process Improvement, Human Resources, Performance Management, Training, Change Management, Leadership, Program Management, Employee Relations, HRIS, Continuous Improvement, Payroll, Onboarding, Employee Benefits, HR Policies, Recruiting, Personnel Management, Employee Training, New Hire Orientations, Labor Relations
Education
University of Calgary
Baker Hughes May 2013 - Present
Baker Hughes Inc January 2012 - April 2013
Baker Hughes Inc January 2009 - January 2011
Baker Petrolite Inc January 2007 - January 2009
US Fiduciary January 2004 - January 2006
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, SAP, Taleo, Process Improvement, Human Resources, Performance Management, Training, Change Management, Leadership, Program Management, Employee Relations, HRIS, Continuous Improvement, Payroll, Onboarding, Employee Benefits, HR Policies, Recruiting, Personnel Management, Employee Training, New Hire Orientations, Labor Relations
Education
University of Calgary
Dianah S. Jackson's US Fiduciary Experience January 2006 - April 2008
Job Operations Specialist at Vaughan Nelson
Industry Financial Services
Experience
Vaughan Nelson Investment Management September 2013 - Present
WE2, Inc. June 2010 - September 2013
The K Corporation April 2008 - November 2008
US Fiduciary January 2006 - April 2008
Davis Hamilton Jackson & Associates August 1994 - September 2003
Davis Hamilton Jackson & Associates October 1993 - August 1994
Davis Hamilton Jackson & Associates August 1992 - October 1993
Skills
Advent Portfolio..., Omgeo Trade SuiteID, Investments, Portfolio Reconciliation, Wealth Management, Portfolio Management, Options, Asset Allocation, Equities, Mutual Funds, Customer Service, Securities, Banking, Fixed Income, Trading, Bloomberg, Equity Trading, Fixed Annuities, Financial Reporting, Bloomberg Terminal, Microsoft Excel, Microsoft Office, Finance, Financial Services, Alert, FactSet, Trade Settlement
Education
LeTourneau University 2008 — 2010
BBA, Business Administration
Vaughan Nelson Investment Management September 2013 - Present
WE2, Inc. June 2010 - September 2013
The K Corporation April 2008 - November 2008
US Fiduciary January 2006 - April 2008
Davis Hamilton Jackson & Associates August 1994 - September 2003
Davis Hamilton Jackson & Associates October 1993 - August 1994
Davis Hamilton Jackson & Associates August 1992 - October 1993
Skills
Advent Portfolio..., Omgeo Trade SuiteID, Investments, Portfolio Reconciliation, Wealth Management, Portfolio Management, Options, Asset Allocation, Equities, Mutual Funds, Customer Service, Securities, Banking, Fixed Income, Trading, Bloomberg, Equity Trading, Fixed Annuities, Financial Reporting, Bloomberg Terminal, Microsoft Excel, Microsoft Office, Finance, Financial Services, Alert, FactSet, Trade Settlement
Education
LeTourneau University 2008 — 2010
BBA, Business Administration
Aimee Gonzalez's US Fiduciary Experience September 2006 - March 2007
Job IRA Specialist at Ally Financial Inc.
Industry Financial Services
Experience
Ally Financial Inc. July 2012 - Present
Purcell Advisory Services, LLC December 2011 - April 2012
Merrill Lynch June 2008 - January 2009
Merrill Lynch November 2007 - January 2009
US Fiduciary September 2006 - March 2007
SEI Investments April 2002 - September 2005
Skills
Retirement, IRAs, IRS, Investment Banking, Internet Banking, Client Services, Customer Service, High Net Worth..., Financial Services, Financial Operations, Investment Portfolio, Model Portfolios, Fixed Income, Equity Trading, Securities, Securities Regulation, Back Office, Leadership
Education
Rutgers University-New Brunswick
Sociology
Ally Financial Inc. July 2012 - Present
Purcell Advisory Services, LLC December 2011 - April 2012
Merrill Lynch June 2008 - January 2009
Merrill Lynch November 2007 - January 2009
US Fiduciary September 2006 - March 2007
SEI Investments April 2002 - September 2005
Skills
Retirement, IRAs, IRS, Investment Banking, Internet Banking, Client Services, Customer Service, High Net Worth..., Financial Services, Financial Operations, Investment Portfolio, Model Portfolios, Fixed Income, Equity Trading, Securities, Securities Regulation, Back Office, Leadership
Education
Rutgers University-New Brunswick
Sociology
Sonia Y. Simien's US Fiduciary Experience February 2009 - May 2010
Job Finance & Administration
Industry Oil & Energy
Experience
Discover Leadership Training October 2012 - February 2013
US Fiduciary February 2009 - May 2010
Shell 1997 - 2004
Drypers 1998 - 2000
Education
Texas School of Business-North
Office Administration, Accounting and Business/Management
Discover Leadership Training October 2012 - February 2013
US Fiduciary February 2009 - May 2010
Shell 1997 - 2004
Drypers 1998 - 2000
Education
Texas School of Business-North
Office Administration, Accounting and Business/Management