Experience
BMO Private Bank  October 2012 - Present
M&I Wealth Management, a Part of BMO Financial Group   2006 - October 2012
Willms Anderson, S.C.   2004 - 2006
Whyte Hirschboeck Dudek S.C.   1998 - 2003
Bank One Trust Company   1989 - 1998

Education
Marquette University Law School   1986 — 1989
JD

Miami University   1982 — 1986
BS, Business Economics

Experience
The Ohio State University  October 2011 - Present
The Deeper Path Team   March 2014 - Present
Saint John XXIII Catholic Curch   May 2004 - Present
MasterMind to Personal Power   June 2011 - June 2013
Independent Philanthropic Advisor   June 2006 - October 2011
Waller Financial Planning Group, Inc.   February 1992 - September 2011
Staber Industries, Inc.   January 2010 - August 2011
Huntington Trust Company   February 1990 - February 1992
Bank One Trust Company   February 1987 - February 1990

Skills
Public Speaking, Leadership Development, Coaching, Non-profits, Fundraising, Entrepreneurship, Leadership, Organizational..., Volunteer Management, Social Media, Training, Small Business, Management, Strategic Planning, Marketing, Program Development, Policy, Analysis, Nonprofits, Event Planning, Public Relations, Staff Development, Team Leadership, Proposal Writing, Executive Coaching, Team Building, Business Development, CRM, Grant Writing, Philanthropy, Time Management, Start-ups, Project Management, Community Outreach, Project Planning, Personal Development, Social Networking, Strategy, Workshop Facilitation, Program Management, Event Management, Networking, Community Development, Business Planning, Grants, Higher Education, Management Consulting, Government, Editing, Recruiting

Education
The Ohio State University   1983 — 1986
BA, Economics, Chinese

Experience
Blaylock Beal Van, LLC  October 2013 - Present
CastleOak Securities, L.P.   February 2011 - September 2013
Blaylock Robert Van, LLC  June 2009 - February 2011
SBK-Brooks Investment Corp.   January 1998 - June 2009
Ohio Treasurer of State  January 1995 - December 1998
The Ohio State University  January 1992 - December 1995
Bank One Trust Company   March 1988 - December 1992

Skills
Capital Markets, Securities, Series 7, Investments, Portfolio Management, Financial Analysis, Fixed Income, Financial Modeling, Banking, Series 63, Asset Managment, Hedge Funds

Education
Cleveland State University   1978 — 1983
Bachelor of Business Administration, Accounting & Financial Mgnt.

University Of North Carolina at Charolett
Certified Corporate Trust Specialist, Corporate Trust Administration

Experience
Comerica Bank  February 2010 - Present
Monroe Bank & Trust  September 2002 - August 2009
Charter Bank  April 2001 - September 2002
Bank One Trust Company   March 1992 - April 2001
Schlumberger CAD/CAM   1990 - 1991
Whirlpool Financial Corporation  1986 - 1989
Whirlpool Financial Corporation  1986 - 1989

Skills
Trust Services, Investments, Equities, Financial Advisory, Financial Risk, Mutual Funds, Investment Management, Financial Statements, Finance, Wealth Management, Portfolio Management, Banking, Trusts, Credit Analysis, Team Management, Asset Allocation, Credit, Investment Strategies

Education
Wayne State University   1987 — 1990
MBA, Finance

University of Michigan-Dearborn   1982 — 1986
BBA, Finance & Accounting

Experience
Armstrong Financial Services   November 2012 - Present
WealthStone   July 2008 - November 2012
King Dodson Armstrong Financial Advisors Inc.   August 2003 - July 2008
Hamilton Capital Management  April 2000 - August 2003
Banc One Investment Advisors  1998 - 2000
Banc One Investment Advisors  1996 - 1998
Bank One Trust Company   1992 - 1996
Banc One Corporation  1986 - 1992

Education
Capital University   1994 — 1996
Certified Financial Planner Professional Education Program

The Ohio State University   1982 — 1986
Bachelor of Science, Accounting/Finance

Experience
Green Tree Servicing  February 2015 - Present
Apex Systems  October 2013 - January 2015
Deval,LLC   July 2013 - October 2013
Nationstar Mortgage  July 2011 - July 2013
Princeton Information  June 2010 - July 2011
WaMu NATIONAL OPERATIONS CENTER   May 2003 - May 2009
RHR MORTGAGE OF AMERICA   August 2002 - January 2003
SOUTHTRUST BANK  October 1999 - March 2002
BANK ONE TRUST COMPANY   August 1998 - September 1999
PNC Bank  November 1992 - August 1998

Skills
Banking, Risk Management, Loans, Leadership, Management, Portfolio Management, Training, Project Management, Financial Services, Performance Management, Auditing, Loan Servicing, Business Planning, Cross-functional Team..., Outsourcing, Project Portfolio..., Management Consulting, Change Management, Employee Training, Business Process, Mortgage Servicing, Process Improvement, Business Process..., Commercial Lending, Governance, Team Building, Visio, SDLC, Mortgage Lending, Start-ups, Human Resources, Mortgage Banking, Strategy, Mergers, FHA, Talent Acquisition, Software Documentation, Financial Risk, Mergers & Acquisitions, Team Leadership, Loss Mitigation, Project Planning, Six Sigma, Vendor Management, Executive Management, Budgets, Finance, Residential Mortgages, Default, Due Diligence

Education
Kaplan University   2010 — 2016

Kaplan University   2010 — 2014
BAS, Health Information Management