Banc One Investment Management Group
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Banc One Investment Management Group Employees
U.S. Bank September 2013 - March 2014
Deutsche Bank National Trust Company October 2012 - August 2013
Growing Revenue and Retaining Clients July 2011 - December 2012
Deutsche Bank National Trust Company January 2002 - June 2011
Wachovia Bank January 2001 - January 2002
Banc One Investment Management Group January 1996 - January 2001
The First National Bank of Chicago January 1992 - January 1996
The First National Bank of Chicago January 1987 - January 1992
The First National Bank of Chicago January 1985 - January 1987
Bank of America International January 1984 - January 1985
Skills
Client Relationship..., Client Retention, Client Service, Generating Revenue, Direct Sales, Sales Presentations, System Sales, Salesforce.com, Corporate Trust, Escrow, Securitization, Business Transactions, System Testing, Client Solutions, Innovative Problem..., Customer Relations, Bankruptcy, Investments, New Business Development, Structured Finance, Business Relationship..., Legal Documentation, Contract Negotiation, Transaction Processing, Corporate Actions, Claims Administration, Transfer Agency, Securities Operations, Process Improvement, Bonds, Sales, Securities, Investment Management, Operations Management, Cash Management, Negotiation, Risk Management, Compliance, Business Analysis, Relationship Management, Cross Selling, Treasury Management, Financial Services, Restructuring, Capital Markets, Management, Leadership, CRM, Client Services, Customer Retention
Education
DePaul University 1986 — 1989
MBA, with distinction, Finance
Drake University 1976 — 1980
BA, Journalism
Endo Pharmaceuticals April 2014 - Present
Novartis December 2012 - April 2014
Acclarent May 2010 - December 2012
Dey August 2009 - May 2010
Johnson & Johnson 2001 - 2009
Kathy's Care Cards July 2004 - 2008
Banc One Investment Management Group 1997 - 2000
Delta Gamma Fraternity 1992 - 1997
Skills
Pharmaceutical Sales, Market Development, Medical Devices, Marketing, Sales Operations, Selling, Capital Equipment, Surgery, ENT, Healthcare, Sales, New Business Development, Hospital Sales, Surgeons, Pulmonology, Neurology, Selling Skills, Operating Room
Education
The Ohio State University 1988 — 1992
B.A.
Maumee High School
LogicalisUS January 2013 - Present
HCL Technologies August 2012 - December 2012
Business Emergency Planning Association December 2011 - December 2012
Core Risk Services June 2012 - August 2012
CBTS March 2009 - May 2012
JPMorgan Chase 2007 - 2009
Fifth Third Bancorp January 2007 - July 2007
Sara Lee Corporation November 2002 - December 2006
Banc One Investment Management Group December 1999 - November 2002
Skills
CBCP, LDRPS, BIA, Recovery Strategies, BC/DR, Business Continuity..., Disaster Recovery
Education
Franklin University 1995 — 2001
Bachelor's in Business Management , Business, Management, Marketing, and Related Support Services
Franklin University 1986 — 2000
BS, Business Management
Rev1 Ventures July 2013 - Present
City of Dublin, Ohio - Economic Development Department February 2008 - Present
The Ohio State University January 2008 - Present
Rev1 Ventures February 2008 - July 2013
Armada Group, Inc. September 2001 - April 2007
Banc One Investment Management Group November 1998 - April 2001
Ernst & Young Consulting June 1996 - November 1998
KPMG Peat Marwick September 1992 - June 1996
Skills
Start-ups, Entrepreneurship, Venture Capital, Strategic Planning, Leadership Development, Business Coaching, Team Leadership, Strategic Leadership, Public Speaking, Published Author, Business Development, Leadership, Coaching, Management, Strategy, Business Strategy, New Business Development, Program Management, Business Intelligence, Process Improvement, Process Optimization, Organizational...
Education
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Operations, Finance
The Washington Campus 1990 — 1990
N/A
Denison University 1981 — 1985
Bachelor of Arts, Economics
Manning-Napier Advisors, Inc. January 2011 - Present
Telhio Credit Union September 2006 - Present
Morgan Stanley Investment Management May 2005 - September 2006
Morgan Stanley May 2005 - September 2006
Banc One Investment Management Group August 1998 - May 2004
Banc One Investment Management Group January 1998 - January 2003
Education
Ohio Dominican University 2007 — 2009
MBA
Capital University - School of Management 2000 — 2004
BA, Management
American Institute of Banking
Applied Diploma
Capital University
Bachelor of Arts, Management
Columbus State Community College
Associate, Banking & Finance
Ohio Dominican
MBA
/on consulting basis. 2009 - Present
Eisner LLP December 2007 - July 2008
American Express Tax and Business Services 2001 - 2007
Banc One Investment Management Group 1998 - 2000
PaineWebber June 1997 - March 1998
Education
The Ohio State University
Finance
Maumee Valley Country Day School
Team Chais at Chais Realty September 2014 - Present
Lido Deck Cruising October 2013 - Present
FE Samuels, NA, LLC June 2011 - December 2013
Bisk Education July 2010 - May 2011
FE Samuels Group July 2009 - July 2010
GSW Worldwide 2008 - 2009
Mosaica Education, Inc. May 2007 - November 2007
Tolles Career & Technical Center July 2005 - May 2007
Eastland-Fairfield Career & Technical Schools October 1999 - July 2005
Banc One Investment Management Group August 1997 - August 1998
Skills
Marketing Communications, Direct Marketing, Marketing Strategy, Marketing, Advertising, Strategy, Brand Development, Management, Cross-functional Team..., Press Releases, Business Development, Negotiation, Public Speaking, Market Planning, Recruiting, Project Planning, Retail, Property Management, Manage Client..., Project Management, Program Management
Education
Ohio Dominican University 2004 — 2006
MBA, Business, Management, Marketing, and Related Support Services
Frostburg State University 1986 — 1989
BS, Business Administration
BMO Retirement Services March 2013 - November 2014
BMO Retirement Services September 2002 - March 2013
SouthWest Benefits Association May 2008 - May 2011
Banc One Investment Management Group September 1997 - September 2001
Boatmen's Trust Company (NationsBank) September 1993 - September 1997
NationsBank September 1987 - September 1993
Skills
ERISA, 401k, Retirement, Trust Services, Relationship Management, Leadership, Retirement Planning, Mutual Funds, Investments, Asset Management, Pensions, Wealth Management, Asset Allocation, Defined Benefit
Education
St. Francis University 1977 — 1981
BS, Accounting
American University - Kogod School of Business
MBA, Finance
Alliance Data Retail Services February 2014 - Present
Central Ohio Transit Authority 2001 - December 2013
Banc One Investment Management Group 1996 - 2001
Skills
Microsoft Office, Microsoft SQL Server, Project Management, ITS, ATIS, Visio, IVR, IIS, ITIL, Requirements Analysis, Access, Process Improvement, Troubleshooting, Business Process..., COBOL, Visual Basic 5.0/6.0, HTML, JavaScript, Project Planning, MS Office, Project Planning,..., Project Scope Design &..., Requirements Capture &..., Risk, Issue, & Change..., Resource & Budget..., Team Leadership, Project Management Book..., Business, Management, &..., Project / Portfolio..., Business Analysis, System Administration
Education
Keller Graduate School of Management of DeVry University
Honors Master of Information Systems Management, Project Management
Western Illinois University
Completed Coursework for Master of Science in Computer Science
Western Illinois University
Bachelor of Business in Quantitative Information Systems
J.P. Morgan December 2009 - Present
BMO Harris Private Banking April 2005 - April 2009
Bank of Hawaii January 2001 - September 2004
Banc One Investment Management Group June 1994 - August 2000
HSBC May 1982 - June 1994
Skills
Risk Management, Wealth Management, Financial Services, Management, Business Development, Insurance, Retirement Planning, Leadership, Strategic Planning, Finance, Asset Management
Education
University at Buffalo
BA, Sociology
Ron Lykins Inc CPAs February 2014 - Present
Millard Pope & Associates Inc January 1999 - January 2014
Banc One Investment Management Group May 1998 - November 1998
Westervlle City Schools January 1995 - May 1998
McDonald's Corporation June 1988 - January 1995
McDonald's Corporation August 1981 - June 1988
Skills
CPA, Financial Accounting, Financial Reporting, Financial Analysis, Budgets, Governmental Accounting, Tax Preparation, Reconciliations, QuickBooks, Payroll
Education
Franklin University 1986 — 1990
Bachelor's of Science degree, Accounting