Bank One Investment Advisors
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Bank One Investment Advisors Employees
Employee
Years
Job
Industry
Doug Strott Doug Strott's Bank One Investment Advisors Experience 1995 - 2000
Job Experienced Mutual Fund and Bank Wealth Management Professional
Industry Investment Management
Experience
Dimensional Fund Advisors 2007 - 2011
Union Federal Bank 2003 - 2007
American Express 2002 - 2003
Bear Stearns Asset Management 2000 - 2002
Bank One Investment Advisors 1995 - 2000
Skills
Series 65, Wealth Management, Planning, Investments, Securities, Asset Management, Portfolio Management, Retirement Planning, Financial Planning, Mutual Funds, Credit, Loans, Customer Relations, Institutional, Asset Allocation, Risk Management, Banking, Mergers, Financial Analysis, Estate Planning, Financial Reporting, Due Diligence, Investment Advisory, 401k, Strategic Planning, Insurance, Budgeting, Compliance, Negotiation, Team Building, Asset Managment, Mergers & Acquisitions, Customer Service, ETFs, Separately Managed..., Investment Strategies, Investment Management, Life Insurance, Fixed Annuities, Alternative Investments, Wealth Management..., Equities, Financial Services, Fixed Income, Private Banking, Series 7
Education
University of Pittsburgh 1983 — 1987
BA, Finance/International Studies
Dimensional Fund Advisors 2007 - 2011
Union Federal Bank 2003 - 2007
American Express 2002 - 2003
Bear Stearns Asset Management 2000 - 2002
Bank One Investment Advisors 1995 - 2000
Skills
Series 65, Wealth Management, Planning, Investments, Securities, Asset Management, Portfolio Management, Retirement Planning, Financial Planning, Mutual Funds, Credit, Loans, Customer Relations, Institutional, Asset Allocation, Risk Management, Banking, Mergers, Financial Analysis, Estate Planning, Financial Reporting, Due Diligence, Investment Advisory, 401k, Strategic Planning, Insurance, Budgeting, Compliance, Negotiation, Team Building, Asset Managment, Mergers & Acquisitions, Customer Service, ETFs, Separately Managed..., Investment Strategies, Investment Management, Life Insurance, Fixed Annuities, Alternative Investments, Wealth Management..., Equities, Financial Services, Fixed Income, Private Banking, Series 7
Education
University of Pittsburgh 1983 — 1987
BA, Finance/International Studies
Clarence Lewis, Jr. Clarence Lewis, Jr.'s Bank One Investment Advisors Experience 1998 - 2004
Job Managing Principal at United Mercantile Holdings, LLC
Industry Investment Management
Experience
United Mercantile Holdings, LLC September 2015 - Present
Next Generation Management, LLC March 2010 - Present
Investment Portfolio Global Leaders 2014 - Present
Capital Markets IQ 2012 - 2013
J.P. Morgan Asset Management February 2005 - March 2010
Bank One Investment Advisors 1998 - 2004
Skills
Portfolio Management, Team Building, Strategy, Risk Management, Mergers & Acquisitions, Management, Banking, Change Management, Investments, Finance, Management Consulting, Investment Banking, Retirement Planning, Real Estate, Business Analysis, Private Equity, Project Management, Business Strategy, New Business Development, Leadership, Portfolio Optimization, High-Level Relationship..., Business Development, Marketing, Investment Advisory, Investment Strategies, Investment Management, Investment Properties, Real Estate Investment..., Green Technology, Sustainability
Education
Florida Agricultural and Mechanical University 1983 — 1987
B.S., Business Administration
CBOE Options Institute
Chase Manhattan, London, UK
Funds Management School
University of Oklahoma
Commercial Lending School
United Mercantile Holdings, LLC September 2015 - Present
Next Generation Management, LLC March 2010 - Present
Investment Portfolio Global Leaders 2014 - Present
Capital Markets IQ 2012 - 2013
J.P. Morgan Asset Management February 2005 - March 2010
Bank One Investment Advisors 1998 - 2004
Skills
Portfolio Management, Team Building, Strategy, Risk Management, Mergers & Acquisitions, Management, Banking, Change Management, Investments, Finance, Management Consulting, Investment Banking, Retirement Planning, Real Estate, Business Analysis, Private Equity, Project Management, Business Strategy, New Business Development, Leadership, Portfolio Optimization, High-Level Relationship..., Business Development, Marketing, Investment Advisory, Investment Strategies, Investment Management, Investment Properties, Real Estate Investment..., Green Technology, Sustainability
Education
Florida Agricultural and Mechanical University 1983 — 1987
B.S., Business Administration
CBOE Options Institute
Chase Manhattan, London, UK
Funds Management School
University of Oklahoma
Commercial Lending School
Curt Pollitt Curt Pollitt's Bank One Investment Advisors Experience April 1999 - September 2004
Job CJZ Consulting
Industry Renewables & Environment
Experience
5 - The Energy Advisory and Brokerage Firm June 2014 - December 2014
Lite Solar Corp August 2011 - June 2014
Lite Solar Corp August 2011 - August 2013
Greenwich Carbon April 2009 - April 2011
ATEL 2007 - 2008
US Energy Development Corp. 2007 - 2008
Bank One Investment Advisors April 1999 - September 2004
John Hancock Funds April 1990 - September 1999
Skills
Solar Energy, Photovoltaics, Cleantech, Alternative Energy, Renewable Energy, Corporate Development, Leadership, Management, Sustainable Energy, Energy Efficiency, Green Technology, Venture Capital, Energy, Project Finance, Negotiation, Biomass, Start-ups, Private Equity, Entrepreneurship, Alternative Investments, Funding, Solar, Green Energy
Education
University of Massachusetts Dartmouth 1970 — 1977
BA, Liberal Arts and Sciences, General Studies and Humanities
5 - The Energy Advisory and Brokerage Firm June 2014 - December 2014
Lite Solar Corp August 2011 - June 2014
Lite Solar Corp August 2011 - August 2013
Greenwich Carbon April 2009 - April 2011
ATEL 2007 - 2008
US Energy Development Corp. 2007 - 2008
Bank One Investment Advisors April 1999 - September 2004
John Hancock Funds April 1990 - September 1999
Skills
Solar Energy, Photovoltaics, Cleantech, Alternative Energy, Renewable Energy, Corporate Development, Leadership, Management, Sustainable Energy, Energy Efficiency, Green Technology, Venture Capital, Energy, Project Finance, Negotiation, Biomass, Start-ups, Private Equity, Entrepreneurship, Alternative Investments, Funding, Solar, Green Energy
Education
University of Massachusetts Dartmouth 1970 — 1977
BA, Liberal Arts and Sciences, General Studies and Humanities
Dan Peters, MBA Dan Peters, MBA's Bank One Investment Advisors Experience 1999 - 2004
Job Senior Portfolio Manager and Investment Strategist at Lee Financial
Industry Financial Services
Experience
Lee Financial Corporation July 2009 - Present
JP Morgan Asset Management 2004 - 2008
Bank One Investment Advisors 1999 - 2004
Morgan Stanley 1998 - 1999
The Ohio Company 1992 - 1998
Skills
Portfolio Management, Wealth Management, Asset Allocation, Rebalancing, Investment Policy..., Municipal Bonds, Series 65, Separately Managed..., Relationship Management, Alternative Investments, Hedge Funds, Risk Management
Education
Otterbein University 2000 — 2002
MBA
University of Missouri-Columbia, College of Business 1989 — 1991
BSBA, Business Administration
Lee Financial Corporation July 2009 - Present
JP Morgan Asset Management 2004 - 2008
Bank One Investment Advisors 1999 - 2004
Morgan Stanley 1998 - 1999
The Ohio Company 1992 - 1998
Skills
Portfolio Management, Wealth Management, Asset Allocation, Rebalancing, Investment Policy..., Municipal Bonds, Series 65, Separately Managed..., Relationship Management, Alternative Investments, Hedge Funds, Risk Management
Education
Otterbein University 2000 — 2002
MBA
University of Missouri-Columbia, College of Business 1989 — 1991
BSBA, Business Administration
Christina Yambrisak Christina Yambrisak's Bank One Investment Advisors Experience 1997 - 2000
Job Health Management Systems Administrator at Liwanag A. Asuncion M.D.
Industry Hospital & Health Care
Experience
Liwanag A. Asuncion M.D. January 2013 - Present
Sparks Executive Services 2000 - Present
United North Development Corporation January 2009 - February 2012
Force Within Community Youth Group January 2009 - February 2012
Lagrange Development Corporation January 2009 - January 2010
Scioto Management Group 2005 - 2006
Boys Scouts of America 2001 - 2004
Bank One Investment Advisors 1997 - 2000
Skills
Event Planning, Community Outreach, Fundraising, Public Speaking, Volunteer Management, Non-profits, Program Development, Public Relations, Research, Nonprofits, Social Networking, Grant Writing, Social Media, Leadership Development, Blogging
Education
Columbus State Community College
AS
The Ohio State University
BS
Liwanag A. Asuncion M.D. January 2013 - Present
Sparks Executive Services 2000 - Present
United North Development Corporation January 2009 - February 2012
Force Within Community Youth Group January 2009 - February 2012
Lagrange Development Corporation January 2009 - January 2010
Scioto Management Group 2005 - 2006
Boys Scouts of America 2001 - 2004
Bank One Investment Advisors 1997 - 2000
Skills
Event Planning, Community Outreach, Fundraising, Public Speaking, Volunteer Management, Non-profits, Program Development, Public Relations, Research, Nonprofits, Social Networking, Grant Writing, Social Media, Leadership Development, Blogging
Education
Columbus State Community College
AS
The Ohio State University
BS
Spencer Klein, CFA Spencer Klein, CFA's Bank One Investment Advisors Experience 1999 - July 2004
Job Investment Advisor at JPMorgan
Industry Financial Services
Experience
JPMorgan December 1999 - Present
Bank One Investment Advisors 1999 - July 2004
National City Bank 1998 - 1999
Education
The University of Chicago Booth School of Business 1999 — 2003
MBA, Economics, Finance
The University of Chicago 1988 — 1992
JPMorgan December 1999 - Present
Bank One Investment Advisors 1999 - July 2004
National City Bank 1998 - 1999
Education
The University of Chicago Booth School of Business 1999 — 2003
MBA, Economics, Finance
The University of Chicago 1988 — 1992
Joe Gatz, CFA's Bank One Investment Advisors Experience 1998 - 1999
Job Portfolio Manager at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles 1999 - Present
Bank One Investment Advisors 1998 - 1999
First Chicago NBD 1993 - 1998
NBD 1986 - 1993
Skills
Portfolio Management, Alternative Investments, Strategy, Equity Research, Equities, Investments, Asset Allocation, Mutual Funds, Asset Managment, Bloomberg, Asset Management, Private Equity, Fixed Income, Hedge Funds, Financial Analysis
Education
Indiana University - Kelley School of Business 1984 — 1986
MBA
Michigan State University 1980 — 1984
BA
Loomis Sayles 1999 - Present
Bank One Investment Advisors 1998 - 1999
First Chicago NBD 1993 - 1998
NBD 1986 - 1993
Skills
Portfolio Management, Alternative Investments, Strategy, Equity Research, Equities, Investments, Asset Allocation, Mutual Funds, Asset Managment, Bloomberg, Asset Management, Private Equity, Fixed Income, Hedge Funds, Financial Analysis
Education
Indiana University - Kelley School of Business 1984 — 1986
MBA
Michigan State University 1980 — 1984
BA
C. Gabriel Hayes's Bank One Investment Advisors Experience 1998 - 2004
Job CEO, UPRIS Corp
Industry Investment Management
Experience
UPRIS, Corp February 2009 - Present
JP Morgan Asset Managemet 2002 - 2004
Bank One Investment Advisors 1998 - 2004
Skills
Strategic Planning, Management, Public Speaking, Leadership, Program Management, Business Development, Sales, Mergers & Acquisitions, Marketing
Education
Louisiana Tech University 1982 — 1989
B.S., Finance
UPRIS, Corp February 2009 - Present
JP Morgan Asset Managemet 2002 - 2004
Bank One Investment Advisors 1998 - 2004
Skills
Strategic Planning, Management, Public Speaking, Leadership, Program Management, Business Development, Sales, Mergers & Acquisitions, Marketing
Education
Louisiana Tech University 1982 — 1989
B.S., Finance
Patrick McCloskey's Bank One Investment Advisors Experience 1999 - 2003
Job Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2014 - Present
BNY Mellon January 2011 - September 2014
Nationwide Exchange 2008 - 2010
JPMorgan 2004 - 2008
JPMorgan 2003 - 2004
Bank One Investment Advisors 1999 - 2003
Bank One Exchange Corporation 1992 - 1999
Skills
Portfolio Management, Financial Services, Start-ups, Management, Business Development, Marketing Strategy, Sales, Sales Management, Risk Management, Investments, Product Development, Banking, Financial Analysis, Relationship Management, Finance, Asset Management, Securities, Credit, Mergers & Acquisitions, Loans, Financial Markets, Capital Markets, Equities, Hedge Funds, Fixed Income
Education
DePaul University College of Law
Juris Doctor
Northwestern University - Kellogg School of Management
MBA, Finance & International Business
Bank of America Merrill Lynch September 2014 - Present
BNY Mellon January 2011 - September 2014
Nationwide Exchange 2008 - 2010
JPMorgan 2004 - 2008
JPMorgan 2003 - 2004
Bank One Investment Advisors 1999 - 2003
Bank One Exchange Corporation 1992 - 1999
Skills
Portfolio Management, Financial Services, Start-ups, Management, Business Development, Marketing Strategy, Sales, Sales Management, Risk Management, Investments, Product Development, Banking, Financial Analysis, Relationship Management, Finance, Asset Management, Securities, Credit, Mergers & Acquisitions, Loans, Financial Markets, Capital Markets, Equities, Hedge Funds, Fixed Income
Education
DePaul University College of Law
Juris Doctor
Northwestern University - Kellogg School of Management
MBA, Finance & International Business
Bob Ruhm's Bank One Investment Advisors Experience 2001 - 2005
Job Senior Business Developer at Tucker Advisors
Industry Financial Services
Experience
Tucker Advisors November 2008 - Present
Accessor Capital Management 2006 - 2007
JP Morgan Asset Management 2004 - 2006
Bank One Investment Advisors 2001 - 2005
Seligman 1993 - 1997
Eaton Vance 1987 - 1991
Skills
Mutual Funds, Series 7, Asset Management, Investments, New Business Development, Insurance and Annuities, Alternative Investments, Asset Managment, Fixed Annuities, Strategic Financial..., Retirement, Life Insurance, Insurance, Financial Advisory, Retirement Planning, Investment Advisory, Asset Allocation, Investment Strategies, Financial Planning, Wealth Management, Financial Services, 401k
Education
University of New Hampshire
BA, Economics
Tucker Advisors November 2008 - Present
Accessor Capital Management 2006 - 2007
JP Morgan Asset Management 2004 - 2006
Bank One Investment Advisors 2001 - 2005
Seligman 1993 - 1997
Eaton Vance 1987 - 1991
Skills
Mutual Funds, Series 7, Asset Management, Investments, New Business Development, Insurance and Annuities, Alternative Investments, Asset Managment, Fixed Annuities, Strategic Financial..., Retirement, Life Insurance, Insurance, Financial Advisory, Retirement Planning, Investment Advisory, Asset Allocation, Investment Strategies, Financial Planning, Wealth Management, Financial Services, 401k
Education
University of New Hampshire
BA, Economics
Jonathan Moscou's Bank One Investment Advisors Experience October 1999 - October 2004
Job Sales Associate at Interactive Brokers Group
Industry Financial Services
Experience
Interactive Brokers Group July 2014 - Present
Rhino Trading Partners, LLC February 2014 - July 2014
Miller Tabak March 2008 - February 2014
Dreman Value Management June 2006 - February 2008
Bank One Investment Advisors October 1999 - October 2004
Matrix Asset Advisors February 1996 - October 1999
Education
ohio wesleyan 1986 — 1989
BA, Politics & Government
Ohio Wesleyan University 1984 — 1989
BA, Politics & Government
scarsdale high school 1978 — 1982
Skidmore College
Interactive Brokers Group July 2014 - Present
Rhino Trading Partners, LLC February 2014 - July 2014
Miller Tabak March 2008 - February 2014
Dreman Value Management June 2006 - February 2008
Bank One Investment Advisors October 1999 - October 2004
Matrix Asset Advisors February 1996 - October 1999
Education
ohio wesleyan 1986 — 1989
BA, Politics & Government
Ohio Wesleyan University 1984 — 1989
BA, Politics & Government
scarsdale high school 1978 — 1982
Skidmore College
Margaret Hanson's Bank One Investment Advisors Experience May 1989 - September 2004
Job Owner at Orange Leaf Self Serve Frozen Yogurt
Industry
Experience
Orange Leaf Self Serve Frozen Yogurt February 2011 - Present
Bank One Investment Advisors May 1989 - September 2004
Skills
Equities, Trading, Small Business, Customer Service, Entrepreneurship, New Business Development, Advertising, Strategic Planning, Marketing Strategy, Social Media Marketing, Email Marketing, Training, Data Analysis, Business Development, Sales Management, Budgets, Sales, Research, Analysis, Negotiation
Education
Alverno College 1981 — 1985
Bachelor of Arts, Business Managment/Communications
Orange Leaf Self Serve Frozen Yogurt February 2011 - Present
Bank One Investment Advisors May 1989 - September 2004
Skills
Equities, Trading, Small Business, Customer Service, Entrepreneurship, New Business Development, Advertising, Strategic Planning, Marketing Strategy, Social Media Marketing, Email Marketing, Training, Data Analysis, Business Development, Sales Management, Budgets, Sales, Research, Analysis, Negotiation
Education
Alverno College 1981 — 1985
Bachelor of Arts, Business Managment/Communications