WealthVest Company

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WealthVest Employees

Employee
Years
Job
Industry
Micah Gerry Micah Gerry Greater Los Angeles Area Details
Micah Gerry's WealthVest Experience March 2015 - Present
Job Investments / Risk Management
Industry Wholesale
Experience
WealthVest   March 2015 - Present

Education
University of California, Santa Barbara   1997 — 2001
Business Economics

achs

Henry Lawrence Henry Lawrence Charlotte, North Carolina Area Details
Henry Lawrence's WealthVest Experience 2015 - Present
Job Regional Director at Wealthvest
Industry Financial Services
Experience
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

Andrew Sample Andrew Sample Bozeman, Montana Details
Andrew Sample's WealthVest Experience November 2014 - June 2015
Job CSM at Foundant
Industry Computer Software
Experience
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

Andrew Dokken Andrew Dokken Bozeman, Montana Details
Andrew Dokken's WealthVest Experience May 2014 - Present
Job Marketing Consultant at WealthVest
Industry Wholesale
Experience
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

Kristina Bart Kristina Bart Bozeman, Montana Details
Kristina Bart's WealthVest Experience June 2015 - Present
Job New Business
Industry Management Consulting
Experience
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.)

Sofia Dutczak Sofia Dutczak Bozeman, Montana Details
Sofia Dutczak's WealthVest Experience December 2014 - March 2015
Job Professional Relations Coordinator at Advanced Dentistry
Industry Marketing and Advertising
Experience
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

Trevor Turner Trevor Turner Phoenix, Arizona Area Details
Trevor Turner's WealthVest Experience April 2014 - Present
Job Regional Director at WealthVest Financial Partners
Industry Financial Services
Experience
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

Melissa Graves Melissa Graves Tucson, Arizona Details
Melissa Graves's WealthVest Experience 2015 - Present
Job
Industry Financial Services
Experience
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

Logan Kramer Logan Kramer Grand Forks, North Dakota Area Details
Logan Kramer's WealthVest Experience May 2014 - Present
Job Sales Recruiter at WealthVest Financial Partners
Industry Financial Services
Experience
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

Logan Burgess Logan Burgess Bozeman, Montana Details
Logan Burgess's WealthVest Experience June 2015 - Present
Job Gainfully Manager at WealthVest
Industry Financial Services
Experience
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

Kahle Greenfield Kahle Greenfield Greater Denver Area Details
Kahle Greenfield's WealthVest Experience April 2015 - Present
Job Regional Consultant at WealthVest
Industry Financial Services
Experience
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

Dillon Gruber Dillon Gruber Bozeman, Montana Details
Dillon Gruber's WealthVest Experience December 2014 - Present
Job Internal Wholesaler at WealthVest
Industry Banking
Experience
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

Carly Strods Carly Strods Bozeman, Montana Details
Carly Strods's WealthVest Experience January 2014 - Present
Job Marketing Brand Strategist at WealthVest Marketing
Industry Marketing and Advertising
Experience
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

Ken Nyiri Ken Nyiri Miami/Fort Lauderdale Area Details
Ken Nyiri's WealthVest Experience 2014 - Present
Job Wholesaler | Trusted Advisor to Financial Professionals | Annuities | Alternatives | Investments | Retirement Planning
Industry Financial Services
Experience
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

Hannah (Hannah Matro) Bunek Hannah (Hannah Matro) Bunek Roswell, Georgia Details
Hannah (Hannah Matro) Bunek's WealthVest Experience February 2014 - June 2015
Job Executive Assistant/Office Manager at Walton Development and Management
Industry Writing and Editing
Experience
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

Ford Smith Ford Smith Bozeman, Montana Details
Ford Smith's WealthVest Experience November 2014 - Present
Job Internal Wholesaler at WealthVest Marketing
Industry Insurance
Experience
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

Eric Neilsen, AAPA Eric Neilsen, AAPA Orange County, California Area Details
Eric Neilsen, AAPA's WealthVest Experience January 2015 - Present
Job Annuity Marketing Consultant / Email Encryption Referral Specialist
Industry Financial Services
Experience
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

Andrew Eggert Andrew Eggert Bozeman, Montana Details
Andrew Eggert's WealthVest Experience August 2015 - Present
Job Business Analyst & Project Specialist at WealthVest Marketing
Industry Financial Services
Experience
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

Michael Behr Michael Behr Bozeman, Montana Details
Michael Behr's WealthVest Experience February 2014 - February 2015
Job Marketing, Graphic Design
Industry Internet
Experience
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

Christopher Hosking Christopher Hosking Louisville, Kentucky Area Details
Christopher Hosking's WealthVest Experience September 2014 - Present
Job Regional Director at WealthVest
Industry Financial Services
Experience
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

Shane Connors Shane Connors Bozeman, Montana Details
Shane Connors's WealthVest Experience August 2014 - Present
Job Recruiter at WealthVest
Industry Financial Services
Experience
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

Ashley Flynn Ashley Flynn Bozeman, Montana Details
Ashley Flynn's WealthVest Experience December 2014 - Present
Job WealthVest National Account Manager
Industry Financial Services
Experience
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

chris mcaleer chris mcaleer Greater Boston Area Details
chris mcaleer's WealthVest Experience 2009 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
WealthVest   2009 - Present
american skandia  1992 - July 2009

Education
buckingham browne and nichols   1961 — 1965

University of Pennsylvania
BA, economics