WealthVest Company
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WealthVest Employees
WealthVest March 2015 - Present
Education
University of California, Santa Barbara 1997 — 2001
Business Economics
achs
WealthVest 2015 - Present
Skills
Series 7, Trading, Options, Investments, Derivatives, Equities, Financial Markets, Portfolio Management, Fixed Income, Risk Management, Securities, Trading Systems, Hedge Funds, Strategic Planning
Education
Wake Forest University 1973 — 1977
Bachelor's degree, Chemistry
University of North Carolina at Greensboro 1978 — 1980
MBA, Finance
Martinsville High School
Foundant Technologies July 2015 - Present
WealthVest November 2014 - June 2015
WealthVest Marketing September 2012 - October 2014
Elixiter June 2012 - July 2012
Promotions West October 2011 - May 2012
Montana State University August 2008 - May 2012
Rook's Comics and Games August 2011 - December 2011
Skills
Market Research, Software Proficiency, Creative Writing, Editing, Market Analysis, Selling, Clerical Skills, Event Management, Advertising, Email Marketing, Marketing, Marketing Strategy, Management, Microsoft Excel, Sales, PowerPoint, Blogging, Time Management, Customer Service, Microsoft Office, Social Media Marketing, Social Media
Education
Montana State University-Bozeman 2008 — 2012
Bachelor of Science (B.S.), Business/Marketing
WealthVest May 2014 - Present
Jackson National Life June 2013 - April 2014
Squarejive April 2012 - December 2012
WealthVest Marketing June 2010 - August 2012
WealthVest Marketing May 2011 - August 2011
Skills
Blogging, Marketing, Research, Public Speaking, SEO, Microsoft Office, International Relations, Customer Service, Marketing Strategy, Marketing Communications, Corporate Communications, Writing, Policy Analysis, Series 6, Fixed Annuities, Series 63, Life Insurance, Income for Life
Education
University of Denver 2009 — 2013
Bachelor of Arts, International Studies/Geo-Politics, Economics, Senior
Fudan University 2011 — 2011
University of Denver Study Abroad, Chinese cultural, social and language immersion
Bozeman High School 2005 — 2009
HIgh School Degree
WealthVest June 2015 - Present
KannaKare July 2014 - June 2015
Cybix Systems LLC. May 2014 - October 2014
Gallatin Valley Land Trust October 2013 - May 2014
Above and Beyond property management June 2013 - February 2014
Biankinis October 2010 - February 2013
Skills
Management, Marketing, Sales, Customer Service, Leadership, Microsoft Excel, Team Leadership, Training, Team Building, Management Consulting, Project Management, Time Management, Customer Satisfaction, Social Media Marketing, Entrepreneurship, Budgets
Education
Montana State University-Bozeman 2009 — 2014
Bachelor of Science (B.S.)
Advanced Dentistry of Bozeman May 2015 - Present
WealthVest December 2014 - March 2015
Northwestern Mutual January 2014 - July 2014
Forte' Advertising August 2012 - May 2013
Regis University February 2011 - May 2011
USTA Colorado January 2011 - May 2011
Unity Boutique June 2010 - April 2011
Skills
Social Media Marketing, Social Media, Internal Communications, Marketing Research, Digital Marketing, Market Research, Advertising, Media Buying, Sports Marketing, Account Management, Adobe Creative Suite, Sponsorship, Market Planning, Project Management, Leadership, Management, Marketing Strategy, Social Networking
Education
Regis University 2008 — 2012
Bachelor of Arts (BA), Communication and Marketing
WealthVest April 2014 - Present
MassMutual Financial Group December 2012 - December 2013
The Hartford December 2010 - February 2013
The Hartford June 2008 - November 2010
ING U.S. June 2006 - May 2008
Skills
Pensions, Mutual Funds, Retirement Planning, Series 7, 401k, Retirement, Series 6, Series 63, Retirement Plan..., Asset Allocation, Defined Benefit, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Investments, Series 65, Wealth Management
Education
Stockton University 1997 — 2000
Bachelor of Science (B.S.), Business/Finance
WealthVest 2015 - Present
Brinker International August 2008 - Present
Jd Mellberg Financial February 2014 - February 2015
San Diego Windustrial Co August 2007 - August 2008
US Navy February 2002 - May 2007
Education
University of Phoenix 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of Phoenix 2012 — 2014
Bachelor of Business, Business, Management, Marketing, and Related Support Services
WealthVest May 2014 - Present
Skills
Retirement Planning, Fixed Annuities, Indexed Annuities, Annuity Sales, Financial Analysis, Financial Services, Marketing, Marketing Strategy, Sales, Contract Management, Public Speaking, Teamwork, Recruiting, Customer Service, Microsoft Office, Microsoft Word, Time Management, Leadership, PowerPoint, Freight
Education
The University of North Dakota 2011 — 2016
Bachelor of Business Administration (B.B.A.), Managerial Finance and Accounting
Saint Thomas Academy 2007 — 2011
WealthVest June 2015 - Present
Grain Hedge October 2011 - November 2014
GeoGrain April 2010 - October 2011
Skills
Marketing Strategy, Social Media, Social Media Marketing, Derivatives, Options, Hedging, Risk Management, Grain, Agribusiness, Equities, Finance, Sales, Management, Financial Planning, Marketing, Retirement Planning, Financial Services, Retirement, Insurance
Education
Montana State University-Bozeman 2006 — 2011
Bachelor's degree, Business Finance
WealthVest April 2015 - Present
Klogs USA 2014 - Present
Multi-Funds LLC. June 2012 - June 2014
Montage Investments March 2011 - May 2012
RiverSource Investments August 2008 - April 2010
J&W Seligman August 2008 - April 2010
OppenheimerFunds January 2003 - August 2008
OppenheimerFunds September 2000 - January 2003
Skills
Mutual Funds, Separately Managed..., Alternative Investments, Asset Managment, Hedge Funds, Asset Allocation, FINRA, Series 7, Public Speaking, Consultative Sales..., Territory Management, Fixed Income
Education
University of Nebraska at Kearney
WealthVest December 2014 - Present
Trade Risk Guaranty (TRG) July 2014 - November 2014
National Park Service May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Research, Analysis, Microsoft Office, Microsoft Word, Customer Service, Social Media, Teamwork, Public Speaking, Sales, Spanish, Data Analysis, Event Planning, R, Stata, Leadership
Education
Montana State University-Bozeman 2011 — 2014
Bachelor of Science (BS), Economics
Universidad de Belgrano 2012 — 2012
Spanish Language and Literature
Brandeis University 2009 — 2011
Economics
WealthVest January 2014 - Present
Welch Allyn May 2013 - August 2013
Skills
Marketing Management, Marketing Strategy, B2B Marketing, Product Marketing, Third Party..., Email Marketing, Internal & External..., Integrated Marketing, Mass Email Marketing, Graphic Design, Email Marketing Software, B2B Marketing Strategy, Direct Mail Campaigns, Marketing, Direct Marketing, Online Marketing, Management, Team Management, Expense Reports, Business Communications, Corporate Communications, Internal Communications, Business Strategy, Computer Graphics Design, InDesign, Illustrator, Microsoft Excel, Marketing Communications, Social Media Marketing, Graphic Arts, Photoshop, Digital Photography, Image Editing, Lightroom, Microsoft Office, Microsoft Word, Photography
Education
Rochester Institute of Technology 2010 — 2013
Bachelor of Arts (BA), Visual Media (Photography and Design) - Minor in Marketing
Skaneateles High School 2006 — 2010
WealthVest 2014 - Present
Florida Atlantic University 2012 - 2014
Franklin Square Capital Partners 2010 - 2012
Franklin Templeton Investments 2003 - 2010
Wells Fargo Advisors 1998 - 2002
Wells Fargo Advisors 1995 - 1998
Skills
Mutual Funds, Retirement Planning, Fixed Annuities, Separately Managed..., Series 7, Alternative Investments, New Business Development, Asset Allocation, Financial Services, Series 24, Building Relationships, Business Development, Coaching, Public Speaking, Team Building, Variable Annuities, Uniform Combined State..., ETFs, Series 65, Investment Advisory, Financial Markets, Fixed Income, Investment Advisory..., Unit Investment Trusts, Broker-Dealer, Building Key Strategic..., College Funding..., Consultative Sales..., Equity Indexed Annuities, Financial Institutions, Florida Life, Highly Organized &..., Indexed Annuities, Key Account Acquisition..., Licensed Life Insurance..., Market Share, Mentoring, Oral & Written..., Proactive self-starter, RIAs, Salesforce.com, Series 66, Solid Presentation..., Strategic Prospecting, Structured Investments, Territory Development, Territory Management, Tax-advantaged..., Tax Free Income
Education
Florida International University - College of Business
Bachelor's Degree, Finance Major with an Area of Specialization in Investments
Florida Atlantic University
Certified Financial Planner Certification Program
Walton Development and Management September 2015 - Present
WealthVest February 2014 - June 2015
Fusion Education Group April 2013 - December 2013
The Awesome Mitten January 2013 - April 2013
Seidman College of Business March 2010 - April 2013
Writer and Editor September 2012 - March 2013
The Lanthorn March 2011 - December 2012
Sisson's Main Street June 2006 - August 2012
The Travel Belles August 2011 - March 2012
Skills
Copy Editing, Proofreading, Copywriting, Social Media, Facebook, Technical Writing, Blogging, Editing, Online Journalism, Content Writing, Creative Writing, Journalism, News Writing, Microsoft Office, Social Networking, WordPress, Feature Articles, Research, Microsoft Excel, Microsoft Word, InDesign, Publishing, AP Style, Event Planning, Event Management, Web Writing, Business Writing, Social Media Marketing, Illustrator, Time Management, Newsletters
Education
Grand Valley State University 2009 — 2013
Bachelor of Arts (B.A.), Professional, Technical, Business, and Scientific Writing
Leland Public 2007 — 2009
HS Diploma
WealthVest November 2014 - Present
Trade Risk Guaranty (TRG) February 2014 - October 2014
Wild West Rafting June 2012 - August 2013
Kaiser Associates October 2012 - January 2013
Flying Pig Adventure Company June 2009 - August 2011
VT Smith & Son June 2001 - August 2008
Skills
Social Media, Research, Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Strategy, Sales, Data Analysis, Leadership, Editing, Nonprofits, Marketing
Education
Williams College 2008 — 2012
Bachelor's degree, Economics and Political Science
University of Otago 2011 — 2011
Bachelor's degree, Maori Studies
Identillect Technologies August 2015 - Present
WealthVest January 2015 - Present
CPS Insurance Services May 2005 - November 2013
James Hardie Building Products March 2003 - April 2005
Skills
Fixed Annuities, Customer Service, Insurance, Life Insurance, Employee Benefits, Health Insurance, Retirement Planning, Sales, Long-term Care, Brokers, Finance, Training, Small Business, Workers Compensation, Strategic Financial..., Disability Insurance, Term Life Insurance, Mutual Funds, Management, 401k, Retirement, Marketing Strategy, Asset Allocation, Series 63, Series 6, Underwriting, Financial Planning, Retirement Income..., Sales Management, Equity Indexed Annuities, Product Marketing, Indexed Annuities, CRM Databases
Education
Radford University 1998 — 2002
Bachelor of Science (B.S.), Communication
Radford University 1998 — 2002
Bachelor of Science (B.S.), Speech Communications
WealthVest August 2015 - Present
WealthVest April 2015 - August 2015
Sigma Chi - Beta Rho May 2014 - May 2015
Skills
Microsoft Excel, Time Management, Customer Service, Leadership, Research, Sales, Teamwork, Fixed Index Annuities, Fixed Annuities, Professional Phone..., Event Planning, Management, Social Networking, Microsoft Word, Social Media, Public Speaking, Marketing, PowerPoint, Microsoft Office, Marketing Communications, Outlook
Education
Montana State University-Bozeman 2012 — 2016
Bachelor of Science (BS), Finance, General, Junior
Sovereign Gold Card October 2010 - Present
WealthVest February 2014 - February 2015
Foundation Logic January 2013 - February 2014
Go to Billing June 2009 - February 2010
Web and Graphic Design Manager April 2007 - May 2009
LawRoom April 2007 - April 2009
Financial Visions February 2005 - April 2007
Skills
Web Design, Graphic Design, Flash, Dreamweaver, Account Administration, Technical Support, Microsoft Office, Social Media Marketing, CSS, User Interface Design, Marketing, Adobe Acrobat, SEO, CMS
Education
Montana State University-Bozeman
Computer Science
Lane Community College
Environmental Sciences, Biology
WealthVest September 2014 - Present
PNC October 2012 - September 2014
Chase May 2007 - September 2012
Skills
Series 7, Investments, Financial Services, Retirement Planning, Series 63, Financial Planning, Retirement, Insurance
Education
University of Louisville 2001 — 2005
Bachelor's Degree, Business Administration and Management, General
WealthVest August 2014 - Present
Bridger Brewing January 2014 - August 2014
The Lodge at Woodloch May 2010 - August 2013
Skills
Indexed Annuities, Retirement Planning, options trading, Stock Trading, Market Research, Leadership, Management, Public Speaking, Financial Planning, Customer Service, Freight, Life Insurance, Investments, Insurance, Marketing, Finance, Sales
Education
Montana State University-Bozeman 2013 — 2017
Bachelor's Degree, Business Finance, Sophomore
Montana State University-Bozeman 2013 — 2017
Business Finance
WealthVest December 2014 - Present
WealthVest Marketing December 2013 - December 2014
J Hilburn 2013 - 2013
Bank of Bozeman June 2006 - April 2007
Skills
Sales, Customer Service, Account Management, CRM, Marketing, Leadership, Training, Strategy, New Business Development, Management, Business Development, Strategic Planning, Sales Management, Competitive Analysis, Credit, Financial Services
Education
Gonzaga University 2006 — 2008
Organizational Leadership
Montana State University-Bozeman 1997 — 2002
Bachelor of Arts (B.A.), Photography
WealthVest 2009 - Present
american skandia 1992 - July 2009
Education
buckingham browne and nichols 1961 — 1965
University of Pennsylvania
BA, economics