Allegiant Asset Management
Industry: Company
DescriptionHeadquarters: Cleveland, OH Founded: 1995 Parent organization: National City Corporation
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Allegiant Asset Management Employees
Paycom 2012 - Present
EMC July 2012 - December 2012
EMC August 2011 - July 2012
The Schey Sales Centre June 2010 - June 2011
The Sales Centre at Ohio University May 2010 - June 2011
Paychex June 2010 - August 2010
The Ralph and Luci Schey Sales Centre 2009 - 2010
Insight Services 2009 - 2009
Allegiant Asset Management June 2008 - August 2008
Revol Wireless November 2006 - January 2008
Skills
Account Management, Salesforce.com, Cold Calling, Sales Process, Sales, Marketing, CRM, Lead Generation, Competitive Analysis, Training, Customer Service, Direct Sales, Solution Selling, Recruiting, Sales Operations, Team Leadership, Sales Presentations, Customer Satisfaction, New Business Development, Selling, Leadership, Business Development, Team Building, Sales Management, SaaS, Management, B2B, Customer Retention, Marketing Strategy, Talent Acquisition, Talent Management, Human Resources, Entrepreneurship, Start-ups, Social Networking, Market Research, Product Marketing, Time Management, Strategic Partnerships, Business Strategy, Channel Partners, Consulting, Strategic Planning, Social Media Marketing, Strategy, Cloud Computing, Negotiation, Networking, Project Planning, Building Relationships
Education
Ohio University 2007 — 2011
BBA, Marketing
Strongsville High School
ScottMadden, Inc. August 2015 - Present
Delta Air Lines June 2014 - August 2014
Imagine Software September 2012 - June 2013
Imagine Software July 2010 - September 2012
Imagine Software July 2009 - July 2010
Bernstein Global Wealth Management October 2007 - November 2008
Western Reserve Partners, LLC June 2006 - August 2006
Allegiant Asset Management June 2005 - August 2005
Skills
Investments, Hedge Funds, Equities, Securities, Risk Management, Project Management, Asset Allocation, Derivatives Trading, Derivatives, Alternative Investments, Bloomberg, Investment Banking, Portfolio Management, Fixed Income, Trading, Financial Analysis, Financial Risk
Education
Duke Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
Colby College 2003 — 2007
B.A., Economics
Hawken School 1999 — 2003
CBRE February 2012 - Present
PNC April 2009 - April 2011
Allegiant Asset Management April 2007 - August 2009
Weltman, Weinberg & Reis January 2005 - April 2007
Weltman, Weinberg & Reis July 2002 - January 2005
Weltman, Weinberg & Reis June 2001 - July 2002
Weltman, Weinberg & Reis November 2000 - June 2001
Firestone October 1997 - May 2000
Skills
Leadership, Customer Service, Data Center, Employee Benefits, Training, Asset Management, Real Estate, Microsoft Excel, Teamwork, Microsoft Office, Analysis, Finance, Access, Banking, Management, Due Diligence
Education
Cuyahoga Community College 2011 — 2013
Law, Paralegal Studies, Court Reporting, Marketing, Commercial, Real Estate
Victory Capital Management November 2006 - Present
Allegiant Asset Management June 2005 - November 2006
Commonwealth Financial January 2001 - September 2004
Skills
Equities, Series 7, Bloomberg, Hedge Funds, Fixed Income, Series 63, Alternative Investments, Asset Management, Investments, Equity Research, Portfolio Management, Securities, Equity Trading, Capital Markets, Trading, Asset Allocation, FINRA, Mutual Funds, Electronic Trading, Investment Management, Valuation
Education
St.Lawrence University 1993 — 1997
Bachelor of Arts (B.A.)
Choate Rosemary Hall 1989 — 1993
PNC Capital Advisors, LLC November 2013 - Present
A division of PNC Bank August 2010 - Present
A division of PNC Bank December 2009 - August 2010
Allegiant Asset Management March 2006 - December 2009
Moskal Gross Orchosky June 2002 - March 2006
Skills
Investments, Portfolio Management, Investment Strategies, Mutual Funds, Finance, Asset Allocation, Asset Managment, Valuation, Investment Management, Institutional..., Hedge Funds, Retirement
Education
Baldwin-Wallace College 1998 — 2002
BA, Business Administration
PNC Capital Advisors July 2014 - Present
PNC Capital Advisors August 2013 - July 2014
PNC Institutional Investments September 2009 - August 2013
Allegiant Asset Management May 2008 - October 2009
Fifth Third Bank October 2002 - May 2008
H&R Block Financial Advisors September 1993 - September 2001
Olde Discount stockbrokers (HRBFA) 1993 - 2001
Skills
Portfolio Management, Investments, Securities, Equities, Series 7, Asset Allocation, Fixed Income, Hedge Funds, Derivatives, Banking
Education
Auburn University 1988 — 1992
B.S., Finance
Cleveland State University, Lorain County Community College August 2012 - Present
Marketing Consultant January 2012 - Present
Allegiant Asset Management July 2005 - September 2009
Victory Capital Managment July 1999 - July 2005
Federated Investors January 1994 - July 1999
Skills
Investments, Marketing Management, Mutual Funds, Portfolio Management, Marketing, Strategy, Strategic Communications, Business Communications, Corporate Communications, Marketing Communications, Public Relations, Institutional..., College Teaching, Online Communications
Education
NEOMFA 2005 — 2010
MFA, Creative Writing
Point Park University 1988 — 1992
BA, Journalism and Communications
The Depository Trust & Clearing Corporation April 2014 - Present
PNC capital Advisor September 2005 - March 2014
Allegiant Asset Management 2005 - 2008
Skills
Fixed Income, Quantitative Finance, Statistical Arbitrage, Credit Derivatives, FX Options, Monte Carlo Simulation, Portfolio Management, Asset Allocation, Numerical Analysis, Investment Strategies, Bloomberg, Quantitative Investing, Quantitative Analytics, Investment Management, Portfolio Optimization, Asset Management, Global Macro, Fortran, Bonds, Financial Risk, VBA, Risk Management, Market Risk, Mathematica, Options, Financial Modeling, Data Analysis
Education
McGill University 2003 — 2005
Post Doc, Physics
Michigan State University 1998 — 2003
Ph.D., Physics
Nankai University 1989 — 1993
B.S., Physics
Added Value August 2014 - Present
Yessay June 2013 - Present
Lieberman Research Worldwide January 2013 - August 2014
Lieberman Research Worldwide April 2012 - January 2013
Lieberman Research Worldwide June 2009 - May 2012
Lieberman Research Worldwide May 2007 - June 2009
Lieberman Research Worldwide August 2006 - May 2007
Allegiant Asset Management June 2005 - August 2005
Skills
Segmentation, Market Research, Qualitative Research, Quantitative Research, Data Analysis, Focus Groups, Customer Insight, Advertising Research, Brand Equity, Survey Design, Survey Research, Ethnography, Customer Satisfaction, Consumer Behaviour, Concept Generation, Report Writing, Team Building, International Research, Online Research, Questionnaire Design, SPSS, Primary Research, Maintaining Strong..., Questionnaires, Competitive Intelligence, Marketing Strategy, Consumer Insight, Consulting, Analysis, Project Management, Mentoring, Building Relationships, Creative Problem Solving, Leadership Development, Research Design, Business Insights, Analytics, Start-ups, Entrepreneurship, Business Strategy, Leadership, Start-up Ventures
Education
Denison University 2003 — 2006
Economics, Psychology
Northern Trust November 2010 - Present
PNC Bank January 2006 - December 2009
Allegiant Asset Management January 2006 - December 2009
JPMorgan Investment Advisors (FORMERLY BANC ONE INVESTMENT ADVISORS) 1991 - 2005
Continental Bank 1979 - 1991
Skills
Leadership, Asset Allocation, Mutual Funds, Series 7, Wealth Management, Management, CRM, Risk Management, Series 63, Investments, Insurance, Alternative Investments, Asset Managment, Investment Strategies, Portfolio Management, Investment Advisory
Education
Northeastern Illinois University 1979 — 1985
ba, business management
Edward Jones November 2013 - Present
Edward Jones January 2011 - November 2013
Argent Capital Management December 2007 - January 2011
Allegiant Asset Management December 2004 - December 2007
NISA Investment June 2000 - December 2004
Skills
Investments, Asset Allocation
Education
Saint Louis University 1996 — 2000
Bachelor's, Finance
Madison Investment Advisors 2010 - Present
Allegiant Asset Management 2005 - 2009
Harris Investment Management 1999 - 2005
Education
The University of Chicago Booth School of Business 1996 — 1999
MBA, Finance & Economics
University of Denver 1983 — 1987
BSBA, Finance & Marketing
Cincinnati based Investment Advisor December 2006 - Present
Allegiant Asset Management January 2006 - November 2006
LanderNorth Asset Management June 2003 - January 2006
McDonald Investments 2000 - 2002
Skills
Investments, Portfolio Management, Equities, Venture Capital, Mutual Funds
Education
Weatherhead School of Management at Case Western Reserve University 2002 — 2004
MBA, Finance and Banking
The Ohio State University 1995 — 2000
BSBA, Finance
The Ohio State University Fisher College of Business 1995 — 2000
BSBA, Finance
MetLife August 2013 - Present
Huntington Retirement Plan Services July 2010 - August 2013
Manning & Napier Advisors February 2009 - July 2010
Allegiant Asset Management February 2004 - February 2009
Diversified Investment Advisors March 2000 - February 2004
Skills
Investment Strategies, Investment Management, Investments, Institutional..., Retirement Planning, Mutual Funds, Defined Benefit, Defined Contribution, Asset Allocation, Investment Advisory, Series 7, Pension Funds, Series 63, 401k, Series 24, Series 65, 403 b, 401a, Fiduciary Management, Consultant Relations, Asset Liability Modeling, LDI Strategies, Series 6
Education
Tiffin University 2007 — 2010
Master's degree, MBA
Ohio University 1988 — 1992
BSJ, Journalism and Advertising/Marketing
McNicholas High School 1984 — 1988
College Prep
JAG Healthcare, Inc. July 2007 - Present
FirstPoint Advisors April 2006 - December 2008
Highland Consulting Associates October 2005 - August 2006
Allegiant Asset Management 2003 - 2005
J&W Seligman 2000 - 2003
Skills
Healthcare Information..., Healthcare Management, Healthcare Reimbursement, Mergers, Acquisitions, Acquisition Integration, Financial Reporting, Financial Modeling, Health Insurance, Revenue Cycle Management, Human Resources, ADP Payroll, Benefits Design, Benefits Administration, Investments, Equities, Mergers & Acquisitions, Risk Management, Strategy, Finance, Customer Satisfaction, Account Management, Budgets, Management
Education
Case Western Reserve University - Weatherhead School of Management 1989 — 1990
MBA, Finance
Bowling Green State University 1982 — 1986
Accounting
Westview Acres Apartments November 2010 - Present
Allegiant Asset Management October 2005 - October 2007
National City Bank March 2003 - October 2005
Skills
Marketing, Real Estate, Customer Service, Property Management, Negotiation, Office Management, Microsoft Office, Marketing Strategy, Marketing Communications, Social Media, Event Planning, Social Media Marketing, Sales, Payroll, Accounts Payable, Microsoft Excel, Team Building, Management
Education
Franklin University 2012 — 2012
Bachelor of Science (B.S.), Applied Management
Mayfield High School
Mayfield High School
WSEM December 2008 - Present
Allegiant Asset Management July 2006 - December 2008
Fifth Third Bank June 2005 - December 2006
Skills
Bilingual, Service Excellence, Eye For Detail, Strong Customer Service..., Team Player, Mortgage Specialist, Retirement Plans, Hispanic Liasion, Hispanic, Teamwork, Retirement Planning, Customer Service, Liaison, Marketing, Succession Planning, Service Quality, Training, Employee Relations, Community Outreach, Management, Career Development, Coaching, Community Development, Leadership Development, Leadership, Budgets, Human Resources, Public Speaking, Organizational..., Workshop Facilitation, Nonprofits, Resume Writing, Team Building, Recruiting
Education
Mount Vernon Nazarene University 2002 — 2004
BA, Science and Finance
Universidad Catolica Santo Domingo 1993 — 1995
BA, Literature and Science
PNC Capital Advisors August 2014 - Present
PNC October 2011 - August 2014
PNC September 2009 - October 2011
Allegiant Asset Management May 2004 - September 2009
Strong Capital Management September 2002 - May 2004
Rockhaven Asset Management August 1999 - September 2002
Legg Mason Capital Management December 1996 - August 1999
Skills
Investments, Asset Management, Mutual Funds, Asset Managment, Asset Allocation, Strategy, Consulting, Investment Management, Investment Advisory, Hedge Funds, Alternative Investments, Private Equity, Investment Strategies, Financial Services, Banking, Leadership, Business Strategy, Business Development, Marketing Strategy, Change Management, Financial Analysis, Strategic Financial..., Relationship Management, Project Management, Strategic Planning, Institutional..., Financial Advisory, Retirement Planning, 401k, Retirement, High Net Worth..., Pensions, Separately Managed..., Client Services
Education
The Johns Hopkins University 1993 — 1997
BA, International Studies, Economics
Prudential Financial 2012 - Present
Charles Schwab April 2006 - September 2012
Allegiant Asset Management January 2004 - April 2006
NATIONAL CITY CORPORATION/ALLEGIANT ASSET MANAGEMENT GROUP January 2004 - April 2006
OHIO SAVINGS INSURANCE AGENCY January 2001 - January 2003
Ohio Savings Insuarance Agency January 1999 - January 2001
Skills
RFP Machine, PMaps Proposal System, Asset Managment, Sales, PowerPoint, Business Development, Customer Service, Insurance, Marketing, Database Administration, Consulting, Editing, Finance, Online Research, Series 6, 401k, Series 26, Asset Management, FINRA, Financial Services, RFP, Management, Leadership, Project Management, Strategy, Investments, Process Improvement
Education
University of Miami 1991 — 1996
BS, Communication, Psychology
Aurora High School 1987 — 1991
In Transition - Actively Pursuing new Opportunities June 2014 - Present
CPO 2014 - Present
Kforce Technical Staffing September 2014 - July 2015
Cliffs Natural Resources May 2012 - June 2014
CPO 2014 - 2014
KeyCorp November 2007 - May 2012
KeyBank May 2006 - October 2007
RSM McGladrey, Inc January 2006 - May 2006
National City Corporation July 2005 - January 2006
Allegiant Asset Management December 2002 - July 2005
Skills
Business Continuity, Disaster Recovery, Risk Management, Program Management, Process Improvement, Crisis Management, Leadership, Analysis, Strategic Planning, Emergency Management, Risk Assessment, Banking, Management, Enterprise Risk..., Business Continuity..., Financial Risk, Project Planning, Budgets, Financial Analysis, Auditing, Governance, Crisis Communications, Asset Managment, Incident Response, Relationship Management, Due Diligence, Operational Risk..., Training, Project Management, Internal Controls, Operational Risk, Policy, Information Security, ISO 22301, BS 25999, Strategy, Security, Finance, Six Sigma, Executive Management, Business Process...
Education
Cornell University 2014 — 2014
Certificate, Executive Leadership
Cleveland State University 2005 — 2005
MBA, Business Administration and Management, General
Cleveland State University 1997 — 2001
BA, Finance
ALiCE Training 2013 — 2013
Buckeye High 1988 — 1993
Bey-Douglas November 2008 - Present
Merrill Lynch 2006 - October 2008
Allegiant Asset Management January 2005 - October 2006
American Express 2002 - 2004
INVESCO, Plc/AMVESCAP, Plc [Atlanta, Georgia] 1992 - 2001
INVESCO 1993 - 2000
Invesco Ltd. 1992 - 2000
Skills
Marketing, Securities, Financial Services, Product Management
Education
Emory University - Goizueta Business School 1990 — 1992
MBA
Sewanee-The University of the South 1980 — 1984
BA, English
Invesco June 2009 - Present
Allegiant Asset Management March 2005 - June 2009
National City Bank December 2003 - March 2005
Chase Home Finance January 2002 - December 2003
Skills
Financial Analysis, Mutual Funds, Investments, Fixed Income, Portfolio Management, Financial Modeling, Asset Managment, Bloomberg, Asset Management, Asset Allocation, Securities, Finance, Investment Strategies, Trading, Credit, Investment Management, Credit Analysis
Education
The University of New Mexico - Robert O. Anderson School of Management 1997 — 2001
Master of Business Administration (M.B.A.)
Baldwin-Wallace College 1990 — 1994
Bachelor of Arts (B.A.), Accounting
Huntington National Bank 2007 - 2010
Allegiant Asset Management 2000 - 2007
Cambridge Associates 1996 - 1998
Education
The Ohio State University - The Max M. Fisher College of Business 1998 — 2000
MBA
Vanderbilt University 1991 — 1995
BA, Economics
William Blair & Company April 2011 - Present
Guidance Capital LLC November 2009 - April 2011
Allegiant Asset Management July 2004 - October 2009
Banc One Investment Advisors 1992 - 2003
Education
Keller Graduate School of Management of DeVry University 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
Lake Forest College 1985 — 1989
BA, Business
Allegiant asset Management April 2007 - Present
National City Bank March 2005 - April 2007
National City Bank December 2003 - March 2005
National City Bank June 2002 - December 2003
National City Bank November 1999 - June 2002
National City Bank June 1998 - November 1999
S. SAMUEL NUKES AND ASSOCIATES, CO., L.P.A. June 1997 - June 1998
CITY OF AKRON, DEPARTMENT OF LAW - CIVIL DIVISION January 1996 - June 1997
Education
University of Akron School of Law 1993 — 1996
University of Akron 1987 — 1992
BSBA, Finance
University of Akron 1987 — 1992
BA, English
Eagle Asset Management 2012 - Present
Ranieri Partners/Glen Point Partners 2009 - 2012
Allegiant Asset Management 2007 - 2009
BNY Asset Management 2006 - 2007
Oppenheimer Capital 2001 - 2006
Credit Suisse 1998 - 2001
Education
Boston University School of Law
JD
Colgate University
BA
Transamerica Capital, Inc June 2013 - Present
PNC Capital Advisors October 2006 - June 2013
Allegiant Asset Management October 2006 - February 2010
Touchstone Investments 1998 - 2006
Countrywide Investments 1997 - 1999
Protective Life 1996 - 1998
Skills
Mutual Funds, Investments, Asset Managment, Leadership, Management, Marketing, Asset Management, Series 7, Series 63, Wealth Management, Asset Allocation, Relationship Management, Portfolio Management, Alternative Investments, Retirement Planning, Investment Advisory, Securities, Series 6, Separately Managed...
Education
Northern Kentucky University 1991 — 1995
The Ohio State University 1990 — 1991
Business
Victory Capital Management 2009 - Present
National City Corporation 2008 - 2009
Allegiant Asset Management 2000 - 2008
Skills
Equities, Investments, Fixed Income, Mutual Funds, Asset Allocation, Financial Modeling, Strategy, Asset Management, Equity Research, Investment Strategies, Investment Management
Education
Weatherhead School of Management at Case Western Reserve University 2000 — 2003
MBA
Kent State University 1996 — 2000
Bachelor of Business Administration, Finance
Allegiant Asset Management November 2007 - Present
National City Bank July 2003 - November 2007
Education
Cleveland State University 2004 — 2006
MBA
Ohio University 1999 — 2003
BBA, Triple Major: Finance, HR, Pre-Law
Lakota West High School
Community Specialists November 2013 - Present
WILLIAMS SONOMA/POTTERY BARN October 1998 - Present
TRADER JOES September 2011 - January 2014
HARRIS ASSOCIATES L.P October 2010 - January 2011
HighTower Advisors April 2008 - January 2010
HIGHTOWER ADVISORS April 2008 - January 2010
Allegiant Asset Management May 2005 - April 2008
Bank of America January 2001 - June 2004
Bank of America May 2000 - January 2001
Bank of America October 1997 - May 2000
Skills
Administrative..., Banking, Customer Service, Receptionist Duties, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Seattle Pacific University
Bachelor of Science, Fashion Merchandising
Seattle Pacific University
Bachelor of Arts, Fashion Merchandising
Allegiant Asset Management Relationship ManagerAllegiant Asset Mgt1997 - Present
PNC Bank 1986 - 1997
Education
Robert Morris University 1987 — 1992
Allegiant Asset Management March 2007 - Present
McDonald Investments January 2002 - February 2007
Key Bank August 1999 - January 2002
Education
Baldwin Wallace University 1995 — 1998
Allegiant Asset Management Securities Analyst - Trade SettlementPNC Capital AdvisorsJune 2009 - Present
Education
Kalamazoo Valley Community College 1997 — 2000
PNC Wealth Management April 2009 - Present
PNC Bank 2009 - Present
Allegiant Asset Management April 2006 - March 2009
Key Bank March 1999 - August 2003
Education
David N. Myers University 1998 — 2003
Bachelor, Accounting & Information Technology
Wells Fargo December 2010 - Present
Allegiant Asset Management July 2008 - January 2011
The Private Trust Company, N.A. November 2005 - July 2008
Huntington National Bank January 2001 - November 2005
Skills
Investments, Risk Management, Financial Services, Wealth Management, Retirement Planning, Asset Allocation, Relationship Management, Mutual Funds, Financial Analysis
Education
Cleveland State University 2008 — 2008
MBA, Business Administration and Management, General
University of Phoenix 2002 — 2005
BSBA, Business Administration
Waypoint Intelligence 2014 - Present
PNC Capital Advisors, LLC 2008 - 2013
Allegiant Asset Management 2003 - 2008
Skills
Asset Management, Investments, Equities, Portfolio Management, Asset Allocation, Mutual Funds, Valuation, Investment Management, Financial Modeling, Investment Strategies, Client Service, Client Retention, Institutional Clients, Bloomberg, FactSet, Equity Research
Education
Kent State University
Bachelor of Business Administration (BBA), Finance, Computer Information Systems
Cleveland State University
Master of Business Administration (MBA), Finance
Pioneer Investments August 2005 - November 2012
Allegiant Asset Management July 2004 - August 2005
Allegiant Asset Management July 2003 - July 2004
Invesco Funds Group March 2000 - July 2003
OppenheimerFunds July 1999 - March 2000
OppenheimerFunds April 1998 - July 1999
GT Global, Inc February 1997 - April 1998
GT Global, Inc 1995 - 1997
GT Global, Inc 1994 - 1995
Skills
Mutual Funds, Series 7, Separately Managed..., Series 63, Alternative Investments, Asset Allocation, Investments, Uniform Combined State..., Series 6, Asset Managment, ETFs, Wealth Management, Investment Advisory, Investment Strategies, 401k, Securities, Equities, Series 66
Education
Bryant University 1990 — 1994
BS, Business Admin.
The Chinese University of Hong Kong 1991 — 1992
IASP
Mamaroneck
Allegiant Asset Management 1996 - Present
Fifth Third Bank November 1993 - April 1996
Education
University of Pittsburgh
BS, Business Administration, Communication
Allegiant Asset Management October 2005 - March 2009
Victory Capital Management January 1995 - October 2005
Skills
Microsoft Excel, Investments, Retirement, Pensions, Business Development, Leadership, New Business Development, Budgets, Account Management, Customer Service, 401k, Sales Management, Process Improvement, Sales, Series 63, Auditing, Portfolio Management, Employee Benefits, Insurance, Retirement Planning, Banking
Education
Ohio University 1981 — 1986
Organizational Communications
Fidelity Management & Research Co. January 2009 - December 2014
Fidelity Investments 2009 - 2014
Fidelity Investments 2009 - 2014
Allegiant Asset Management 2004 - 2008
Allegiant Asset Management 2004 - 2008
Skills
Portfolio Management, Equity Research, Equity Valuation, Options Strategies, Team Management
Education
Yale University 1976 — 1980
Bachelor's degree
Yale University 1981 — 1984
Master of Architecture (M.Arch.)
Carnegie Mellon University - Tepper School of Business 1992 — 1994
Master of Business Administration (M.B.A.)
Janney Montgomery Scott May 2012 - Present
Point Park University October 2009 - Present
BPU Investment Management, Inc. January 2010 - May 2012
Allegiant Asset Management May 2004 - July 2009
Strong Capital Management September 2000 - May 2004
PNC Capital Markets March 1998 - September 2000
Deloitte May 1997 - August 1997
United Technologies, Pratt & Whitney November 1986 - July 1996
Skills
Financial Modeling, Strategy, Financial Analysis, Mergers & Acquisitions, Investments, Finance, Corporate Finance, Capital Markets, Equities, Business Development, Derivatives, Management, Process Improvement, Analysis, Investment Strategies
Education
Carnegie Mellon University 1996 — 1998
MBA, Finance, Strategy, and Operations
University of Florida 1987 — 1993
M.S, Mechanical Engineering
University of Pittsburgh 1982 — 1986
B.S, Mechanical Engineering with Aerospace Option
Pittsburgh Central Catholic 1978 — 1982
CFA Institute
PNC Bank January 2010 - Present
PNC Bank August 2005 - January 2010
Allegiant Asset Management 2005 - 2009
National City Bank 1997 - 2005
Education
University of Illinois at Urbana-Champaign - College of Business 1975 — 1979
B.S., Accounting
BeneSys, Inc. September 2014 - Present
FirstMerit Bank July 2008 - March 2014
Sky Bank/Huntington Bank June 2006 - July 2008
Allegiant Asset Management February 2002 - March 2006
National City Bank May 1999 - February 2002
Aetna February 1994 - March 1999
Skills
SBA, Small Business Lending, Commercial Lending, Asset Based Lending, Loans, Commercial Banking, Mutual Funds, Lines Of Credit, Banking, Credit, Relationship Management, Series 7
Education
Denison University 1972 — 1976
BA, History
North Olmsted High School
Prudential Lucien Realty January 2011 - Present
PNC Capital Advisors, LLC May 2006 - Present
Allegiant Asset Management July 2005 - May 2006
Huntington National Bank June 2003 - December 2004
Skills
Securities, AML, Mutual Funds, Financial Services, Banking, Investments, Equities, Credit, Asset Management, Due Diligence, Risk Management
Education
University of Phoenix 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
Baldwin-Wallace College 2003 — 2005
Bachelor of Business Administration (BBA), Finance, General
Forest City Enterprises August 2011 - Present
Allegiant Asset Management August 2006 - March 2008
National City Bank November 2002 - August 2006
National City Bank May 2000 - December 2002
National City Bank February 1997 - May 2000
Herbert Palkovitz April 1996 - December 1996
Lydia Kamerlink January 1994 - March 1996
Skills
Process Improvement, Analysis, Accounting, Account Reconciliation, Investments, Banking, Mutual Funds, Databases, Financial Analysis, Strategic Planning, Project Management, Employee Benefits, Training, Customer Service, Sales, Testing, Vendor Management
Education
Cuyahoga Community College 1995 — 1996
Accounting