Wealth Management Group
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Wealth Management Group Employees
Major Hospital/Major Health Partners January 2014 - Present
Major Hospital/Major Health Partners June 2012 - Present
Major Hospital/Major Health Partners May 2010 - June 2012
Wealth Management Group March 2009 - May 2010
Wells Fargo Bank, NA May 2005 - March 2009
Skills
Team Leadership, Public Relations, Communication, Corporate Events, Event Planning, Corporate Communications, Community Outreach, Office Administration, Holistic Health, Nursing, Healthcare, EMR, Hospitals, Patient Education, IV, Medication..., Medical/Surgical, Telemetry, Surgery, ACLS, Meditech, Direct Patient Care, BLS, Inpatient, Patient Safety, PALS, Quality Patient Care, Microsoft Office, Post Anesthesia Care, Interviews, Cpr Certified, Management, Customer Service, Patient Advocacy, Cardiac Monitoring, Nursing Process, Medical Terminology, Therapeutic..., PICC lines, EKG, Central Lines, Wound Care, Vital Signs, Epic Systems, Nursing Care, Emergency Room, Nursing Documentation, Cardiac Care, Acute Care, Emergency Nursing
Education
IUPUC 2014 — 2015
BSN, Registered Nursing/Registered Nurse
Harrison College-Indianapolis 2010 — 2012
Associate's degree, Registered Nursing/Registered Nurse
Ivy Tech Community College 2008 — 2010
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
Clinical Rotations 2010 — 2012
Medical/Surgical
Community East Hospital 2010 — 2012
Community South Hospital 2010 — 2012
St. Vincent’s Hospital 2010 — 2012
Saybrus Partners March 2011 - Present
Farmers Insurance & Financial Services July 2009 - February 2011
Wells Fargo Auto Finance February 2006 - July 2009
Southeast Signature Motors February 2005 - February 2006
Wealth Management Group May 2003 - February 2005
Education
Middle Tennessee State University 1990 — 1995
Bachelor, Finance
Wealth Management Group January 2002 - Present
Skills
Retirement Planning, Investments, Mutual Funds, Financial Advisory, 401k, IRAs, Real Estate, Investment Management, Strategic Financial..., Wealth Management, Strategic Planning, Insurance, Portfolio Management, Asset Managment, Finance, Public Speaking, Sales Management, New Business Development, Estate Planning, Asset Allocation, Financial Planners, Wealth
Education
University of Detroit Mercy 1982 — 1986
Accounting and Finance
Broad Street Capital Advisors, LLC April 2006 - Present
Wealth Management Group January 1997 - April 2006
Smith Barney Inc 1984 - 1997
Smith Barney 1984 - 1995
Skills
Asset Allocation, Financial Advisory, Investment Banking, Retirement, Series 7, Mutual Funds, 401k, Management Consulting, Series 63, Alternative Investments, Executive Management, Investment Advisory, Wealth Management, Retirement Planning, Investments, Securities, Asset Management
Education
The University of Georgia 1974 — 1978
Economics
Wells Fargo Private Bank November 2010 - Present
Wells Fargo Wealth Management Group September 2012 - July 2013
Wealth Management Group July 2007 - November 2010
Skills
Project Management, Event Planning, Program Coordination, Budgets, Wealth Management, Administrative..., Management, Sales, CRM, Accounting, Event Management, Strategic Financial..., Customer Service, Marketing, Recruiting
Education
Merced College
Associates, Journalism
San Francisco State University
B.S, Communications
Wealth Management Group September 2014 - Present
Osla Student Loan Servicing May 2013 - September 2014
CBEW Professional Group May 2012 - May 2013
Karsten Creek Golf Club May 2011 - May 2012
Skills
Public Speaking, Golf Instruction, Microsoft Office, Sales, Research, Personal Finance, Retirement Planning, Financial Accounting
Education
Oklahoma State University 2010 — 2013
Bachelor's degree, Accounting and Finance
University of Central Oklahoma 2008 — 2010
Bachelor's degree, Accounting and Finance
Investment Strategy June 2013 - Present
Wealth Management Group August 2009 - May 2013
AllianceBernstein July 2007 - July 2009
Booz Allen Hamilton June 2006 - August 2006
Skills
Asset Allocation, Portfolio Management, Quantitative Analytics, Portfolio Optimization, Matlab
Education
Columbia University in the City of New York 2003 — 2007
Bachelor of Arts (B.A.), Computer Science
The DealFlow Group November 2013 - Present
Wealth Management Group, LLC March 2005 - September 2013
Wealth Management Group March 2000 - March 2005
CollegeFund 1994 - 1997
Executive Place 1987 - 1988
Video Products Distributors 1980 - 1988
Skills
Start-ups, Strategy, Real Estate, Private Equity, Commercial Real Estate, Investment Properties, Investors
Education
Lincoln Law School 1984 — 1988
Law
Syracuse University 1974 — 1978
Mass Communication/Media Studies & International Relations
Wealth Management Group January 2011 - Present
Oklahoma State University MBA Association January 2010 - December 2010
Securian Advisors MidAmerica, Inc. May 2010 - August 2010
Express Employment Professionals July 2009 - January 2010
Oklahoma State University Athletic Department August 2007 - August 2009
Campus Crusade for Christ May 2008 - August 2008
PGA of America June 2007 - August 2007
Skills
Series 7, Series 66, Financial Planning, Money Management, Investment Management, Public Speaking, Budgets, Strategic Planning, Financial Analysis, Microsoft Office, Research, Business Strategy, Team Leadership, Developing Client..., CRM software, Data Analysis, Teamwork, Fundraising, Organizational..., Change Management, Event Planning, Business Transformation, Leadership, Team Building, Organizational..., Marketing, Big Picture View, Problem Solving, Analysis, Systems Thinking, Critical Thinking, Project Management, Process Improvement, Strategic Communications, Organizational..., Investments, Microsoft Excel, Customer Service, PowerPoint, Management
Education
Oklahoma State University 2009 — 2010
MBA, Risk Management
Oklahoma State University 2005 — 2009
Bachelor's of Science, Sports Management
Vanguard March 2015 - Present
Vanguard January 2013 - March 2015
Vanguard July 2012 - December 2012
Vanguard Investments Australia July 2011 - June 2012
The Vanguard Group December 2008 - July 2011
The KLJ Group 2006 - 2009
Wealth Management Group 2001 - 2005
Skills
Business Analysis, Project Management, IT Procurement, Financial Analysis, Strategy, Relationship Management, International Project..., Contract Negotiation, Risk Management, Procurement, Vendor Management, Financial Services, Business Process...
Education
Emory University - Goizueta Business School 1997 — 2001
MBA, Corporate Finance
Emory University School of Law 1997 — 2001
JD, Corporate Finance Law
Morehouse College 1993 — 1997
BA, Finance
Troy High School 1989 — 1993
Diploma, Math, Science
Managed Wealth Financial August 2011 - Present
Wealth Management Group July 2011 - Present
Professional Actors Conservatory of Salt Lake 1996 - 2010
Skills
Entrepreneurship, Small Business
Education
Brigham Young University 1993 — 1996
BFA, Music - Dance - Theater
Brigham Young University - Idaho 1975 — 1976
General Studies
Albuquerque Public Schools April 2009 - Present
Wealth Management Group June 2006 - September 2009
Canberra Industries July 2001 - April 2004
Education
NIST 1993 — 1994
Certification, Health Physics
University of Maryland College Park 1964 — 1971
BS, Marketing Economics