Allegiant Asset Management

Industry: Company

Description

Headquarters: Cleveland, OH Founded: 1995 Parent organization: National City Corporation

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Allegiant Asset Management Employees

Employee
Years
Job
Industry
Meredith Grossi Meredith Grossi Tulsa, Oklahoma Area Details
Meredith Grossi's Allegiant Asset Management Experience June 2008 - August 2008
Job Human Capital Consultant at Paycom
Industry Human Resources
Experience
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

Scott Roulston Scott Roulston Durham, North Carolina Details
Scott Roulston's Allegiant Asset Management Experience June 2005 - August 2005
Job Associate at ScottMadden, Inc.
Industry Financial Services
Experience
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

Larissa Childs Larissa Childs Cleveland, Ohio Details
Larissa Childs's Allegiant Asset Management Experience April 2007 - August 2009
Job Valuation Coordinator at CBRE
Industry Real Estate
Experience
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

Crispin Napolitano Crispin Napolitano Chagrin Falls, Ohio Details
Crispin Napolitano's Allegiant Asset Management Experience June 2005 - November 2006
Job Equity Trader, Victory Capital Management Inc.
Industry Financial Services
Experience
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

C. Arianne Schwanke C. Arianne Schwanke Cleveland/Akron, Ohio Area Details
C. Arianne Schwanke's Allegiant Asset Management Experience March 2006 - December 2009
Job Operational Risk Management
Industry Investment Management
Experience
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

Dennis Mocarski Dennis Mocarski Indianapolis, Indiana Area Details
Dennis Mocarski's Allegiant Asset Management Experience May 2008 - October 2009
Job Regional DirectorMidwest Region at PNC Capital Advisors
Industry Investment Management
Experience
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

Beth OKain Kilbane Beth OKain Kilbane Cleveland/Akron, Ohio Area Details
Beth OKain Kilbane's Allegiant Asset Management Experience July 2005 - September 2009
Job Senior Communications/Marketing Professional
Industry Investment Management
Experience
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

Lijun (Eric) Shi Lijun (Eric) Shi Cleveland/Akron, Ohio Area Details
Lijun (Eric) Shi's Allegiant Asset Management Experience 2005 - 2008
Job Quantitative Analyst, CFA, Ph.D
Industry Financial Services
Experience
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

Matt Walker Matt Walker Greater Los Angeles Area Details
Matt Walker's Allegiant Asset Management Experience June 2005 - August 2005
Job VP, Consulting at Added Value
Industry Market Research
Experience
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

John H. Kozak John H. Kozak Greater Chicago Area Details
John H. Kozak's Allegiant Asset Management Experience January 2006 - December 2009
Job VP Global Family & Private Investment Offices at Northern Trust
Industry Financial Services
Experience
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

Bart Miller, CFA Bart Miller, CFA Greater St. Louis Area Details
Bart Miller, CFA's Allegiant Asset Management Experience December 2004 - December 2007
Job Senior Analyst Research Mutual Funds
Industry Financial Services
Experience
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

Rob Roquitte, CFA Rob Roquitte, CFA Greater Chicago Area Details
Rob Roquitte, CFA's Allegiant Asset Management Experience 2005 - 2009
Job Managing Director at Madison Investment Advisors
Industry Investment Management
Experience
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

Tarik Adam Tarik Adam Cleveland/Akron, Ohio Area Details
Tarik Adam's Allegiant Asset Management Experience January 2006 - November 2006
Job Senior Investment Manager at Cincinnati based Investment Advisor
Industry Investment Management
Experience
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

Andy Rosselot, AIF® Andy Rosselot, AIF® Cleveland/Akron, Ohio Area Details
Andy Rosselot, AIF®'s Allegiant Asset Management Experience February 2004 - February 2009
Job Managing Director of Defined Contribution Sales and Consultant Relations at MetLife
Industry Investment Management
Experience
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

David Cooley David Cooley Cleveland/Akron, Ohio Area Details
David Cooley's Allegiant Asset Management Experience 2003 - 2005
Job Chief Financial Officer at JAG Healthcare, Inc.
Industry Hospital & Health Care
Experience
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

Katie Giancola Katie Giancola Mentor, Ohio Details
Katie Giancola's Allegiant Asset Management Experience October 2005 - October 2007
Job Office and Marketing Manager at Westview Acres Apartments
Industry Real Estate
Experience
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

Rosa Beltre Rosa Beltre Cleveland/Akron, Ohio Area Details
Rosa Beltre's Allegiant Asset Management Experience July 2006 - December 2008
Job Career Consultant at WSEM
Industry Civic & Social Organization
Experience
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

Holly Harrison Holly Harrison Greater Pittsburgh Area Details
Holly Harrison's Allegiant Asset Management Experience May 2004 - September 2009
Job Managing Director, Head of Consultant Relations at PNC Capital Advisors
Industry Investment Management
Experience
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

Erica Leffler Erica Leffler Cleveland/Akron, Ohio Area Details
Erica Leffler's Allegiant Asset Management Experience January 2004 - April 2006
Job Manager, Strategic Database Administration & Training at Prudential Financial
Industry Financial Services
Experience
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

Theodore Noah, CBCP, MBCI, PCP Theodore Noah, CBCP, MBCI, PCP Cleveland/Akron, Ohio Area Details
Theodore Noah, CBCP, MBCI, PCP's Allegiant Asset Management Experience December 2002 - July 2005
Job Available for new opportunities at In Transition Actively Pursuing new Opportunities and/or Adventures
Industry Program Development
Experience
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

Ned Moore Ned Moore Greater Atlanta Area Details
Ned Moore's Allegiant Asset Management Experience January 2005 - October 2006
Job CFA, Director, Managed Product Strategies
Industry Financial Services
Experience
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

Joseph Madrid Joseph Madrid Atlanta, Georgia Details
Joseph Madrid's Allegiant Asset Management Experience March 2005 - June 2009
Job Sr. Credit Analyst Investment Grade at Invesco
Industry Investment Management
Experience
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

Allyson Perry Allyson Perry Greater Chicago Area Details
Allyson Perry's Allegiant Asset Management Experience 2000 - 2007
Job .
Industry Financial Services
Experience
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

John Abunassar John Abunassar Greater Chicago Area Details
John Abunassar's Allegiant Asset Management Experience July 2004 - October 2009
Job Head of NA Business Development & Hedge Fund Strategies at William Blair & Company
Industry Investment Management
Experience
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

Elizabeth Nukes Vitale Elizabeth Nukes Vitale Cleveland/Akron, Ohio Area Details
Elizabeth Nukes Vitale's Allegiant Asset Management Experience April 2007 - Present
Job Senior Administrator at Allegiant Asset Management
Industry Banking
Experience
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

Kerry Anne Murphy Kerry Anne Murphy San Francisco Bay Area Details
Kerry Anne Murphy's Allegiant Asset Management Experience 2007 - 2009
Job Senior Vice President at Eagle Asset Management
Industry Investment Management
Experience
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

Greg Vinje Greg Vinje Cincinnati Area Details
Greg Vinje's Allegiant Asset Management Experience October 2006 - February 2010
Job SVP, Business Development at Transamerica
Industry Financial Services
Experience
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

Crystal Doyle Crystal Doyle Cleveland/Akron, Ohio Area Details
Crystal Doyle's Allegiant Asset Management Experience 2000 - 2008
Job Senior Analyst
Industry Investment Management
Experience
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

Sandra (Nettis) Edmonds Sandra (Nettis) Edmonds Cleveland/Akron, Ohio Area Details
Sandra (Nettis) Edmonds's Allegiant Asset Management Experience November 2007 - Present
Job Institutional Client Administrator
Industry Financial Services
Experience
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

Holly Ferguson, CMCA Holly Ferguson, CMCA Greater Chicago Area Details
Holly Ferguson, CMCA's Allegiant Asset Management Experience May 2005 - April 2008
Job Community Specialists Property Management
Industry Real Estate
Experience
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

Patty Parrucci Patty Parrucci Greater Pittsburgh Area Details
Patty Parrucci's Allegiant Asset Management Experience Relationship ManagerAllegiant Asset Mgt1997 - Present
Job VP at Allegiant Asset Management
Industry Investment Management
Experience
Allegiant Asset Management   Relationship ManagerAllegiant Asset Mgt1997 - Present
PNC Bank  1986 - 1997

Education
Robert Morris University   1987 — 1992

Heidi Vroutos Heidi Vroutos Cleveland/Akron, Ohio Area Details
Heidi Vroutos's Allegiant Asset Management Experience March 2007 - Present
Job Institutional Client Administrator at Allegiant Asset Management
Industry Financial Services
Experience
Allegiant Asset Management   March 2007 - Present
McDonald Investments  January 2002 - February 2007
Key Bank  August 1999 - January 2002

Education
Baldwin Wallace University   1995 — 1998

Kristi Phillips Kristi Phillips Cleveland/Akron, Ohio Area Details
Kristi Phillips's Allegiant Asset Management Experience Securities Analyst - Trade SettlementPNC Capital AdvisorsJune 2009 - Present
Job Securities Analyst Trade Settlement at PNC Capital Advisors
Industry Banking
Experience
Allegiant Asset Management   Securities Analyst - Trade SettlementPNC Capital AdvisorsJune 2009 - Present

Education
Kalamazoo Valley Community College   1997 — 2000

Hemrajie Seudatt Hemrajie Seudatt Cleveland/Akron, Ohio Area Details
Hemrajie Seudatt's Allegiant Asset Management Experience April 2006 - March 2009
Job Tax Accountant
Industry Accounting
Experience
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

Shannon Cramer, CTFA Shannon Cramer, CTFA Greensboro/Winston-Salem, North Carolina Area Details
Shannon Cramer, CTFA's Allegiant Asset Management Experience July 2008 - January 2011
Job Senior Trust Administrator 3, VP at Wells Fargo
Industry Financial Services
Experience
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

Jeffrey Hertel Jeffrey Hertel Cleveland/Akron, Ohio Area Details
Jeffrey Hertel's Allegiant Asset Management Experience 2003 - 2008
Job Investment Analyst at Waypoint Intelligence
Industry Investment Management
Experience
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

Sean Reardon Sean Reardon Washington D.C. Metro Area Details
Sean Reardon's Allegiant Asset Management Experience July 2004 - August 2005
Job Regional Vice President at Pioneer Investments
Industry Financial Services
Experience
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

Kathleen Barr Kathleen Barr Cleveland/Akron, Ohio Area Details
Kathleen Barr's Allegiant Asset Management Experience 1996 - Present
Job Sr. Managing Director at Allegiant Asset Management
Industry Investment Management
Experience
Allegiant Asset Management   1996 - Present
Fifth Third Bank  November 1993 - April 1996

Education
University of Pittsburgh
BS, Business Administration, Communication

Chris Dziak Chris Dziak Cleveland/Akron, Ohio Area Details
Chris Dziak's Allegiant Asset Management Experience October 2005 - March 2009
Job Senior Client Service Manager at Schwab Retirement Services
Industry Financial Services
Experience
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

Michael J. Chren, CFA Michael J. Chren, CFA Palm Beach Gardens, Florida Details
Michael J. Chren, CFA's Allegiant Asset Management Experience 2004 - 2008
Job President and CIO, King Palm Investment Management, LLC
Industry Investment Management
Experience
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.)

Michael J. Halloran, CFA Michael J. Halloran, CFA Greater Pittsburgh Area Details
Michael J. Halloran, CFA's Allegiant Asset Management Experience May 2004 - July 2009
Job Strategy Analyst at Janney Montgomery Scott
Industry Financial Services
Experience
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

Jo Ann Harlan Jo Ann Harlan Peoria, Illinois Area Details
Jo Ann Harlan's Allegiant Asset Management Experience 2005 - 2009
Job Vested Interest Relationship Manager, PNC Bank
Industry Investment Management
Experience
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

Douglas Matthews Douglas Matthews Cleveland/Akron, Ohio Area Details
Douglas Matthews's Allegiant Asset Management Experience February 2002 - March 2006
Job Plan Manager at BeneSys, Inc.
Industry Financial Services
Experience
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

Maha Eid Maha Eid Cleveland/Akron, Ohio Area Details
Maha Eid's Allegiant Asset Management Experience July 2005 - May 2006
Job Compliance Officer at PNC Capital Advisors, LLC
Industry Financial Services
Experience
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

Melanie Chimino Melanie Chimino Cleveland/Akron, Ohio Area Details
Melanie Chimino's Allegiant Asset Management Experience August 2006 - March 2008
Job Human Resource Administrator at Forest City Enterprises
Industry Human Resources
Experience
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

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