Sagemark Consulting

Company Profile

Industry:Financial Services

Company size:1001-5000 employees

Who has worked at Sagemark Consulting

	Position at Sagemark Consulting	Previous job position
Alan Crosby	ParaplannerSince Sep 2012	H2O: Helping to Overcome, Inc.Treasurer BOD Since Apr 2010
Alicia Johnson	Insurance Coordinator
Alvin Leaks	Consultant
Anna Duran	Planner Assistant
Audrey Bryerman	Registered Rep
Benita Bailey	Marketing Assistant (Part-Time)Since 2007	Weinberg & JacobsLegal Secretary (Part-Time) 2001 - 2005
Bill Logue	Owner
Bob Gottschling	Financial Advisor
Brent Howard	Financial PlannerSince 2004	Penn MutualFinancial Services Representative 2002 - 2004
Brian Garnets	Financial PlannerSince 2006
Brian Gloria	Asset Allocation/Special ProjectsSince Jan 2010 InternAug 2009 - Jan 2010	Lazer Land of LISupervisor Since Jan 2009
Brian Mckechnie	Managing Principal-Wealth Advisor
Brian Whitbeck	Administrative AssistantSince Sep 2013 InternJun 2009 - Aug 2011	Business Network InternationalActive member Since 2012
Bruce Charleton	Private Wealth AdvisorSince Oct 2008	AT&TGlobal Account Manager Mar 1999 - Feb 2007
Carmine Campo	Financial PlannerSince Nov 2007
Carol Burgard	Administrative Assistant
Cathey Paine	Financial Advisor
Charles Evangelakos	Wealth Preservation Specialist
Charles Fennie	Financial Planner
Charles Morton	Financial Planner
Christopher Lawson	Private Wealth Advisor	Invesco AimWholesaler 1996 - 2001
D. Weston Boyd	CFP
Dan Jeffery	Private Wealth Advisor
Dan Roundtree	Certified Financial Planner (CFP)
David Hicok	Financial Advisor
David Quick	Financial Planner	David Quick, Financial PlannerOwner
Diane Carpenter	Office FacilitatorSince Oct 2003	Xerographic Solutions, IncCBR Jul 1999 - Aug 2003
Diane Dearth	Practice Manager
Donald Preston	Private Wealth AdvisorSince Jun 1972	Lincoln Financial AdvisorsManaging Director Jan 1997 - Dec 2009
Duran Anna	Planner Assistant
Ellen Brooks	Specializing in Wealth Coaching
Frank Fiore	Financial Planner
G. Patrick Nelsen	Senior Financial Planner and Registered Investment AdvisorSince 2004	Morgan Stanley Investment ManagementPrivate Wealth Advisor Jan 1999 - Sep 2004
Gary Salva	Wealth Preservation SpecialistSince Dec 1991	GPS Properties Inc.President and Owner Jun 1986 - Nov 1991
Gina Bang	Executive AssistantSince Jan 2010
Hal Guy	Wealth Planning Advisor
Heather Matthews	Regional Director of RecruitmentSince Dec 2010
James Neel	Private Wealth AdvisorSince 2008	BIzNet JacksonvilleMember 2010 - 2012
Jeff Gustafson	Financial PlannerSince Jul 2011	LPL Financial - Turning Leaf Financial GroupFinancial Planner Apr 2009 - Jul 2011
Jeffrey Dewald	Wealth Preservation Specialist
Jeremy Caza	Private Wealth Consultant
John Enright	Private Wealth AdvisorSince Jan 2002
John Koshy	Private Wealth AdvisorSince 2004	The Segal CompanyConsultant 1999 - 2004
Jon Elfin	Wealth ManagerSince Nov 2002	Valley Health Care FoundationChairman of the Board Since Jan 2009
Kenneth Wilson	Private Wealth AdvisorSince Sep 2001
Kurt Fetter	Private Wealth AdvisorSince Dec 2007	The Fetter Agency, Inc.Insurance Broker 2005 - 2007
Luca Nardis	Financial Planning Associate
Mark Sherin	Financial Planner
Mccaw Lea	Assistant
Mckim Wertz	financial advisor
Melanie Whitehead	Practice Manager / Financial ParaplannerSince Jan 2001
Monique Williams	Operations ManagerSince Mar 2012	Self-employed writerFreelance Writer Apr 2011 - Mar 2012
Nancy Caporusso	Plan Coordinator
Paul Jetter	Private Wealth Advisor
Paul Vann	Owner
Peter Deede	Owner
Peter Shriver	Private Wealth AdvisorSince Sep 2006	OfficeMaxSystems Analyst May 1996 - May 2006
Phil Moshier	CFP & CRPCSince Sep 1977 Private Wealth AdvisorSince Sep 1977	Sagemark ConsultingPrivate Wealth Advisor Since Sep 1977
Powers, Elizabeth	Financial Planner ConsultantSince 2005	Syracuse Corinthian ClubPast member and officer 1997 - 2009
R Miesner	Intern under advisors John P. Enright and Daniel P. JefferySince Mar 2014	Antonio's To-GoDelivery Driver Since Jul 2012
Randolph William Rowe
Rhonda Hacker	Planner Assistant - InvestmentSince Jul 2010	Northwestern MutualAssociate Fianancial Rep Apr 2007 - Jun 2010
Richard Cooney	PRIVATE WEALTH ADVISORSince Jan 1998	CIGNA Individual Financial Servives IncDistrict Manager Sep 1984 - Jan 1998
Richard Kempe Macbarron
Rick Painting	Financial planner
Robert Davis	CFP
Rya Haag	Advisor
Scott Rosenberg	Wealth Preservation Specialist
Simone Cvancara	Para-PlannerSince 2012	Impact, Inc.Project Manager 1997 - 2001
Stephen Salko	Financial Advisor
Steve Marks	Financial PlannerSince Apr 2013	Skylight Financial GroupFinancial Planner Sep 2007 - Apr 2013
Steve Solys	Owner
Stewart Viets	Certified Financial Planner
Susan Carney	Assistant
Timothy O'shea	Managing Director - NortheastSince Jun 2001
Tom Bromm	Financial Planner
Wertz Kim	Investment Advisor

Former Employees

	Position at Sagemark Consulting	Next job position
Amy Bellesbach	Director of Client ServicesOct 2008 - Oct 2010	Spectrum Wealth PartnersDirector of Client Services Since Nov 2010
Arleta Hacopian	Executive AssistantMar 2001 - Feb 2003	Advisory Group WestService Manger Since Mar 2003
Beth Donaldson	Executive Assistant1991 - Dec 2003	National Rifle Association of AmericaFacilities Manager Since 2004
Brandon Roundtree	Social Media StrategistFeb 2012 - Jan 2013
Cammie Delinger	Financial Assistant1999 - 2001	A Sani-CanBusiness Development Since Jun 2005
Chris Liddicoat	Financial PlannerSep 1992 - Jan 2000	Highland Capital BrokerageSales Vice President Since Feb 2010
Chris Wentz	Financial Planning AssistantJan 2007 - Apr 2008	Family DollarSr. Analyst - Marketing & Category Analytics Since Apr 2013
Christina Wilson	Office ManagerOct 2002 - May 2011
Christopher Bryce	Investment Advisor RepresentativeSep 2002 - Jun 2003	Statpro IncAnalytics Consultant Since Mar 2010
Cory L. Shoemaker	Business Manager/ Financial AdvisorMay 2006 - Nov 2009	Northwestern Mutual Financial NetworkAssociate Wealth Management Advisor Since Oct 2009
Dave Cribbin	Senior Consultant1987 - 2001	ALGFeatures Writer Since 2008
David Christenson	Financial Advisor1993 - 2001	TIME FinancialSenior Regional Specialist Since Sep 2006
David Ramos	Financial AdvisorJul 1999 - Nov 2004	Financial Pointe Wealth ManagementWealth Manager Since Nov 2004
Derrick Valencic	InternJan 2009 - Mar 2009	Johnnys PizzaGeneral Manager Since Mar 2003
Eileen Tam	Marketing AssistantSep 2001 - Mar 2004	Eaton VanceAVP, Product Manager in DCIO & Subadvisory Group Since Nov 2011
Eric Allbin	Private Wealth AdvisorJun 2002 - Jun 2006	Seven Post Investment Office LPPrincipal Since Sep 2011
Evan Robinson	Private Wealth AdvisorFeb 2010 - May 2010	Robson Planning GroupWealth Advisor Since May 2010
Gary Hager	Managing DirectorJan 1991 - Aug 2004	Integrated Wealth Management`President and CEO Since Aug 2004
Howard Schweitzer	Agency Mgr1965 - 1983
Jeff Sivek	AssociateSep 2010 - 2011	Dentons US LLPSummer Associate Since Jun 2013
Jerod Cohen	Insurance/Investment Advisor1999 - 2003	Snipes Insurance Service a Division of Eben Concepts CompanyAgent/Broker Since Sep 2003
Jim Newman	Private Wealth ManagerMay 2006 - Jan 2010	Peter J. Nagle Financial Management, LLCVice President, Portfolio Research and Management Since Jul 2011
Jim Niedzinski	Advisor2002 - 2009	Planning AlternativesWealth Advisor Since Sep 2009
Joe Zarlinga	CFP(R)Feb 1999 - Feb 2009	Stratos Wealth PartnersWealth Advisor and Founding Partner Since Feb 2009
Kent Mosher	Wealth Advisor and Financial PlannerJan 1999 - Jan 2009	Stratos Wealth PartnersFinancial Advisor and Founding Partner Since Feb 2009
Kevin Sevier	Private Wealth AdvisorOct 2006 - Apr 2008	Advanced Wealth PlanningManaging Partner Since Apr 2008
Lee Skillman	Financial Planner1998 - 2000
Linda Stavedahl	Designated Technician1995 - 2001	Park Miller, LLCDirector of Operations Since Mar 2008
Maria Tkach	Financial Planning InternshipJan 2010 - Apr 2010	MerckProject Planner and Coordinator Since May 2011
Matthew Ortman	Financial AdvisorSep 1999 - Aug 2010	Ameriprise FinancialFinancial Advisor Since Sep 2010
Michael Sluhan	Financial AdvisorAug 2002 - Jan 2008	Genex FinancialPrincipal Since Jan 2008
Mike Brown	Financial AdvisorDec 2007 - Jun 2011	Putnam InvestmentsRegional 401(k) Director Since Oct 2012
Nathan Thomsen	Wealth Planning Advisor2007 - 2012
Paula Merrell	Financial Planner1995 - 2002	Chef Point, LLCOwner Since 2003
Peter Pabon	Certified Financial PlannerDec 2003 - Mar 2009	Lincoln Investment PlanningCertified Financial Planner Since Apr 2009
Rachel Goldberg	Assistant Office Manager/Lan AdminstatorJan 2000 - Jan 2001	The HartfordCompensation Analyst Since Jul 2011
Rob Eisenberg	Financial PlannerSince 1986	Lincoln Financial AdvisorsFinancial Planner Since Jul 1986
Robert Carson	Financial PlannerSep 1993 - Sep 2001	Planning Solutions Group LLCManaging Partner Since 2001
Ryan Rebell	Financial Planner2002 - 2003	SWBCAVP Since Apr 2003
Sean Johnson	ParaplannerJul 2012 - Jun 2013	Stand4Founder & Chief Good Officer Since Aug 2013
Shannon Link	Financial and business consultantJul 1995 - Sep 2005	OnPointe, LLCPrincipal Since Oct 2011
Shannon Martinez	InternMay 2009 - Aug 2009	AAAMagic Creator Since Apr 2012
Steve Cutshall	Financial Planner2007 - 2010
Taylor Chryst	Para-PlannerSep 2009 - Apr 2010	Fifth Third BankCustomer Service Manager
Xavier Maldonado Gil	Financial PlannerFeb 2005 - Mar 2008	Wealth AnalyticsVice President Financial Planning Since Sep 2010