Yeske Buie

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Yeske Buie Employees

Employee
Years
Job
Industry
Eric Greco Eric Greco San Francisco Bay Area Details
Eric Greco's Yeske Buie Experience September 2013 - January 2014
Job Analyst at Bay Hills Capital
Industry Financial Services
Experience
Bay Hills Capital   June 2015 - Present
Industry Ventures  June 2014 - April 2015
Yeske Buie   September 2013 - January 2014
Congressman Adam Schiff  May 2013 - July 2013
Infolinks, Inc.   September 2012 - May 2013

Skills
Financial Analysis, Salesforce.com, Data Analysis, Wealth Management, Online Advertising, Microsoft Excel, Account Management, Corporate Finance, Business Correspondence, Microsoft Office, PPC, Data Entry, Equity Research, Business Writing, Budgets, Financial Statement..., Investments

Education
University of San Francisco - School of Management   2013 — 2015
Bachelor of Science in Business Administration, Finance

Loyola Marymount University   2010 — 2012
Finance

Chantal Hersey Chantal Hersey San Francisco, California Details
Chantal Hersey's Yeske Buie Experience January 2013 - August 2013
Job Portfolio Administrator at Bingham, Osborn & Scarborough LLC, Figure Skating Coach
Industry Financial Services
Experience
Bingham, Osborn & Scarborough   July 2014 - Present
Yerba Buena Center for the Arts  July 2013 - Present
Bingham, Osborn & Scarborough   September 2013 - July 2014
Yeske Buie   January 2013 - August 2013
Woodstock Ice Productions & Great America   2010 - 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Analysis, Microsoft Word, Nonprofits, Financial Analysis, Public Speaking, Market Research, Customer Service, Notary Public, English, Windows

Education
University of San Francisco   2009 — 2013
Bachelor's degree, Finance

American University of Paris   2012 — 2012
Study Abroad, January 2012 - May 2012

Dr. Dave Yeske, CFP® Dr. Dave Yeske, CFP® San Francisco Bay Area Details
Dr. Dave Yeske, CFP®'s Yeske Buie Experience May 1990 - Present
Job Managing Director at Yeske Buie
Industry Financial Services
Experience
Financial Planning Association (FPA)   May 2015 - Present
Yeske Buie   May 1990 - Present
Ageno School of Business, Golden Gate University   January 1995 - Present

Education
Golden Gate University   1996 — 2010
Doctorate, Finance / Strategy

University of San Francisco   1991 — 1995
MA, Economics

University of San Francisco   1986 — 1988
BS, Applied Economics

Sonoma State University   1979 — 1980
Economics

University of California, Berkeley   1976 — 1978
various

Lauren Vitt Lauren Vitt Washington D.C. Metro Area Details
Lauren Vitt's Yeske Buie Experience May 2012 - Present
Job Project Administrator at Yeske Buie
Industry Financial Services
Experience
Yeske Buie   May 2012 - Present
AmeriCorps  August 2011 - May 2012
California University of Pennsylvania  August 2010 - May 2012
Yeske Buie   June 2011 - August 2011
Multiscope   March 2007 - June 2010
DSW  September 2008 - October 2009

Skills
Advanced French..., Intermediate German..., Highly detail oriented, Organized self-starter, Dependable Team Player

Education
California University of Pennsylvania   2009 — 2012
Bachelors, International Studies: Business and Economics

Kyle Covington Kyle Covington Washington D.C. Metro Area Details
Kyle Covington's Yeske Buie Experience August 2015 - Present
Job Financial Planning Intern at Yeske Buie
Industry Financial Services
Experience
Yeske Buie   August 2015 - Present
Wells Fargo  June 2015 - August 2015
Giant Food  September 2012 - May 2015
Giant Food  June 2014 - August 2014
Giant Food  September 2011 - September 2012

Skills
Risk Management, Regulatory Compliance, Company Valuation, P&L Analysis, Logistics, Operations Management, Accounting, GAAP Standards, Business Communications, Public Speaking, Customer Service, Team Leadership, Social Media, Sustainability, Microsoft Word, Microsoft Excel, PowerPoint, Banking

Education
Alvernia University   2012 — 2015
Bachelor of Science (B.S.), Accounting and Business/Management

Avon Grove High School   2008 — 2012
High School Diploma

Katherine Dean Katherine Dean San Francisco, California Details
Katherine Dean's Yeske Buie Experience 1998 - 2000
Job Senior Vice President, Managing Director, Wealth Planning at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Bank  June 2004 - Present
Merrill Lynch  2000 - 2004
Frank, Rimerman + Co. LLP   August 2001 - June 2002
Merrill Lynch  February 2000 - August 2001
Yeske Buie   1998 - 2000
Strategic Capital Management   1996 - 1998

Skills
Series 7, Retirement Planning, Strategic Financial..., Asset Allocation, Wealth Management, Wealth Management..., Estate Planning, Investments, High Net Worth..., Wealth, Investment Management, Financial Services, Financial Planners

Education
Golden Gate University   1999 — 2001
MS, Taxation

Valparaiso University   1992 — 1996
BS, Finance

Louis Lopez, CFP® Louis Lopez, CFP® Greater San Diego Area Details
Louis Lopez, CFP®'s Yeske Buie Experience 2008 - 2009
Job Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
Mariner Wealth Advisors  October 2014 - Present
Mariner Wealth Advisors  April 2013 - October 2014
Mariner Wealth Advisors  April 2012 - April 2013
HK Financial Inc   March 2011 - April 2012
Lamia Financial Group, LLC   2009 - March 2011
Yeske Buie   2008 - 2009

Skills
Personal Financial..., Certified Financial..., Wealth Management, Wealth Management..., Financial Advisory, Investment Advisory..., Investment Advisory, Multi-generational...

Education
University of San Francisco   2007 — 2009
BS, Finance

California Lutheran University

Zach Lott Zach Lott San Francisco Bay Area Details
Zach Lott's Yeske Buie Experience January 2014 - April 2014
Job Research Associate
Industry Financial Services
Experience
Personal Capital  April 2015 - Present
LifeStream Financial, Inc.   June 2014 - March 2015
Yeske Buie   January 2014 - April 2014

Skills
Portfolio Management, Strategic Financial..., Separate Account...

Education
Stanford University   2009 — 2013
Bachelor of Arts (B.A.), Economics

Elissa Buie, CFP Elissa Buie, CFP Washington D.C. Metro Area Details
Elissa Buie, CFP's Yeske Buie Experience 2008 - Present
Job President/CEO at Yeske Buie
Industry Financial Services
Experience
Golden Gate University  2010 - Present
Foundation for Financial Planning   January 2008 - Present
Yeske Buie   2008 - Present
Financial Planning Association (FPA)   1987 - Present
Financial Planning Group, Inc.   1993 - 2008
Capitol Financial Consultants, Inc.   1988 - 1993
Heritage Financial Group/Heritage Financial Advisors   1983 - 1988

Education
University of Maryland College Park   1983 — 1987
MBA, Finance

University of Virginia   1978 — 1982
BS in Commerce, Finance

Jeff Realejo Jeff Realejo Greater Boston Area Details
Jeff Realejo's Yeske Buie Experience January 2014 - May 2014
Job Investment Consultant at Sentinel Benefits & Financial Group
Industry Financial Services
Experience
Sentinel Benefits & Financial Group  June 2015 - Present
The Center for Career and Experiential Education   September 2014 - May 2015
Ameriprise Financial Services, Inc.   July 2014 - August 2014
Yeske Buie   January 2014 - May 2014
SmartSite Consulting   May 2013 - August 2013
Dunkin Donuts  July 2009 - August 2012

Skills
SEO, Marketing Strategy, Social Media, Marketing, Social Networking, Advertising, Marketing Communications, Public Speaking, Microsoft Office, Customer Service, Financial Reporting, Finance, Strategic Financial..., Financial Risk, Salesforce.com, Portfolio Management, WordPress, Financial Planning

Education
University of Rhode Island - College of Business Administration   2011 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Cody G. Daniels, MSFP Cody G. Daniels, MSFP San Francisco Bay Area Details
Cody G. Daniels, MSFP's Yeske Buie Experience June 2015 - Present
Job Financial Planning Professional at Yeske Buie
Industry Financial Services
Experience
Yeske Buie   June 2015 - Present
Idaho Central Credit Union  May 2014 - June 2015
Idaho Central Credit Union  April 2013 - May 2014
Fred Meyer Jewelers  August 2009 - April 2013
Fred Meyer Jewelers  July 2006 - August 2009
The Church of Jesus Christ of Latter-day Saints  January 2004 - January 2006

Skills
Retirement Planning, Financial Services, Sales Management, Building Relationships, Management, Personal Tax Planning, Home Equity Loans, Finance, Microsoft Excel, Strategic Financial..., Loans, Leadership, Financial Planning, Customer Service, Investments, Sales, Insurance, Estate Planning, Mortgage Lending, Forecasting, Risk Management

Education
Kansas State University   2013 — 2015
Master of Science (M.S.), Personal Financial Planning

Kansas State University   2013 — 2014
Graduate Certificate, Personal Financial Planning

Brigham Young University - Idaho   2007 — 2012
Bachelor of Science, Business Finance

Summar Briede Summar Briede Washington D.C. Metro Area Details
Summar Briede's Yeske Buie Experience February 2008 - October 2014
Job Realtor at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage  March 2015 - Present
Yeske Buie   February 2008 - October 2014
New York Life Insurance Company  2005 - 2007

Skills
Leadership, Microsoft Office, Customer Service, Sales, Microsoft Excel, Analysis, Residential Homes, Communication, Seller Representation, Buyer Representation, Estate Planning

Education
George Mason University   2000 — 2005
Bachelors, MIS, Economics, Computer Graphics and Animation

Andrew Stumbo Andrew Stumbo Des Moines, Iowa Area Details
Andrew Stumbo's Yeske Buie Experience January 2012 - May 2012
Job Investment Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  April 2013 - Present
ING Financial Partners  May 2012 - August 2012
Yeske Buie   January 2012 - May 2012
University of Iowa  January 2011 - May 2012
On-Point Strategies   May 2011 - August 2011

Education
University of Iowa - Henry B. Tippie College of Business   2009 — 2013
Bachelor of Business Administration (BBA), Finance, Senior

Beth McManus Remick,CFP® Beth McManus Remick,CFP® Washington D.C. Metro Area Details
Beth McManus Remick,CFP®'s Yeske Buie Experience 1998 - December 2009
Job Certified Financial Planner™
Industry Financial Services
Experience
Ithaka Financial Planning, LLC   February 2010 - Present
The World Bank  January 2010 - Present
Yeske Buie   1998 - December 2009
Fannie Mae Corporation  June 1993 - November 1998
Eli Lilly  August 1991 - May 1993
SunTrust Robinson Humphrey  August 1987 - August 1989

Education
Duke University - The Fuqua School of Business   1989 — 1991
MBA, Finance

University of Virginia   1982 — 1986
B.S. Commerce, Finance

Jafar S. Qutob Jafar S. Qutob Greater Chicago Area Details
Jafar S. Qutob's Yeske Buie Experience September 2012 - December 2012
Job Audit Intern at KPMG US
Industry Accounting
Experience
School of Business - Eastern Illinois University   August 2014 - Present
KPMG US  June 2015 - August 2015
Asset Control Solutions, Inc.   June 2013 - May 2014
Illinois College  August 2009 - May 2013
IRS Volunteer Income Tax Assistant (VITA) Program   February 2012 - April 2013
Yeske Buie   September 2012 - December 2012
The Washington Center for Internships and Academic Seminars  September 2012 - December 2012
IT Department, Illinois College   June 2012 - August 2012
Mail Services, Illinois College   December 2011 - May 2012
Office of the Registrar, Illinois College   January 2010 - February 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Qualtrics, Salesforce.com, Prezi, Cost Accounting, Financial Accounting, Financial Reporting, Data Analysis, Inventory Control, Income Tax, Market Research, Arabic, Customer Service, Public Speaking, Leadership, Event Planning, Calculus

Education
Eastern Illinois University   2014 — 2015
Master's Degree, MBA w/ Accountancy Concentration, GPA 4.00/4.00

Illinois College   2009 — 2013
BS, Majors: Accounting, Economics. Minor: Finance, GPA 3.95/4.00

King Talal High School, Nablus - Palestine   2008 — 2009
Tawjihi, Scientific Stream, 97%

Cristin Etheredge Cristin Etheredge Washington D.C. Metro Area Details
Cristin Etheredge's Yeske Buie Experience May 2010 - Present
Job Operations Administrator at Yeske Buie
Industry Financial Services
Experience
Yeske Buie   May 2010 - Present
Target  October 2006 - May 2010
University of South Alabama  June 2005 - September 2006
University of South Alabama  August 2005 - August 2006

Skills
Microsoft Office, Research, Social Media, Public Speaking, Event Planning, PowerPoint, Public Relations

Education
University of South Alabama   2004 — 2006
MA, Communications

University of West Florida   1999 — 2003
BSBA, Marketing, Management, E-Commerce

Andy Einem Andy Einem Houston, Texas Area Details
Andy Einem's Yeske Buie Experience May 2008 - August 2008
Job Assistant of Operations at Salem Lutheran School & Church
Industry Financial Services
Experience
Salem Lutheran School & Church   January 2009 - Present
Gallery Furniture  May 2005 - December 2008
Yeske Buie   May 2008 - August 2008

Education
Texas Tech University   2004 — 2008
Bachelors of Science, Personal Financial Planning

Victoria Harrell Victoria Harrell Washington D.C. Metro Area Details
Victoria Harrell's Yeske Buie Experience January 2015 - Present
Job Client Services Administrator at Yeske Buie
Industry Financial Services
Experience
Yeske Buie   January 2015 - Present
Fidelity Investments  July 2013 - January 2015
RBC Wealth Management  May 2011 - April 2013
Morgan Stanley  September 2004 - May 2011

Education
University of Maryland University College   2009 — 2011
Master of Business Administration (MBA)

University of North Carolina at Charlotte   1996 — 2000
BSBA, Marketing

Kaitlin Schaeffer Yardley, CFP® Kaitlin Schaeffer Yardley, CFP® Houston, Texas Details
Kaitlin Schaeffer Yardley, CFP®'s Yeske Buie Experience 2010 - 2012
Job Schaeffer Financial, LLC
Industry Financial Services
Experience
Expat Insurance   2012 - 2013
Yeske Buie   2010 - 2012

Education
University of Dayton   1999 — 2003
Bachelor of Science, Finance

Academy of the Holy Cross

Academy of the Holy Cross

Katherine Alepa, CFP® Katherine Alepa, CFP® Holly Springs, North Carolina Details
Katherine Alepa, CFP®'s Yeske Buie Experience 2004 - December 2008
Job Co President & Co Founder at Operation Firefly Inc.
Industry Financial Services
Experience
Omega Wealth Management   January 2009 - March 2010
Yeske Buie   2004 - December 2008
Yeske Buie (formerly Financial Planning Group)   2000 - 2004

Skills
Financial Planning, Financial Analysis, Retirement Planning, Investments, Sales, Customer Service, Investment Advisory, Strategic Financial..., Wealth Management

Education
Georgetown University   2001 — 2003
Certificate Program, The Certificate in Financial Planning

George Mason University - School of Management   1995 — 1999
Bachelor's Degree, Finance

John Cabot University   1998 — 1998
Semester Abroad