Coldstream Financial Services
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Coldstream Financial Services Employees
Quality Renters January 2015 - Present
Huntington National Bank February 2013 - Present
Fidelity Investments March 2011 - July 2012
Authentic Leadership Cincinnati September 2009 - December 2011
World Financial Group (WFG) August 2006 - February 2011
Linked 2 Leadership April 2010 - November 2010
Coldstream Financial Services June 2004 - April 2006
Skills
Leadership Development, Training, Teaching, Investments, Strategic Financial..., Strategic Planning, Coaching, Entrepreneurship, Public Speaking, Financial Services, Team Building, Leadership, Insurance, Finance, Financial Analysis, Organizational..., Management Consulting, Executive Coaching, Change Management, Community Outreach, Small Business, Strategy, Marketing, Budgets, Business Planning, Executive Management
Education
Miami University 2000 — 2004
Bachelor of Science
Thomas Worthington H.S. 2000 — 2004
Bank of England dba ENG Lending December 2013 - Present
Rapid Mortgage February 2008 - December 2013
Coldstream Financial Services February 2004 - February 2008
Skills
Mortgage Lending, Loans, Training, Banking, Finance, Credit, FHA, Credit Analysis, Loan Origination, Mortgage Banking, Financial Analysis, Refinance, Commercial Lending, Real Estate, Small Business Lending, Sales, VA Loans
Education
Miami University 1999 — 2003
Bachelor of Science, Finance
Moller High School 1996 — 1999
Fifth Third Bank May 2015 - Present
United Way of the Greater Dayton Area August 2014 - May 2015
Swick & Company June 2014 - September 2014
Booz Allen Hamilton March 2010 - April 2014
US Bank December 2009 - April 2010
Kohl's Department Stores June 2008 - December 2009
Coldstream Financial Services October 2006 - February 2008
Skills
Scientific and..., Contract Analysis, Financial Analysis, Contractual Agreements, Project Management, Scientific, DoD, Management, Government, Analysis, Banking, Government Contracting, Finance, Risk Management, Management Consulting, Strategy, Program Management, Security Clearance, Business Process..., Policy, Process Improvement, Proposal Writing, Leadership, Governance
Education
Miami University 2001 — 2006
B.A., Political Science
Nike April 2014 - Present
Virgin America April 2013 - April 2014
Virgin America April 2012 - April 2013
Apple March 2008 - May 2012
Self Employed 2007 - 2008
Lux Catalogue 2006 - 2007
Coldstream Financial Services 2003 - 2007
STUCKmag 2003 - 2003
Skills
Presentation Development, Presenter, Strategic Planning, Teaching Adults, Mac OS X, Facilitation, Photoshop, Graphic Design, Large Group Facilitation, Group Presentations, Coaching, Mentoring, Training Coordination, Teaching, Instructional Design, ADDIE, Adobe eLearning Suite, Captivate, Learning Management..., Organizational Learning, Training Delivery, Workshop Facilitation, Training, OS X, iWork
Education
University of Cincinnati 1997 — 2001
Bachelor of Fine Arts, Electronic Media
University of Cincinnati 1995 — 1997
Heidrick & Struggles August 2014 - Present
Leapfactor January 2013 - July 2014
The Estée Lauder Companies Inc. February 2011 - January 2013
The Estée Lauder Companies Inc. July 2009 - February 2011
The Estée Lauder Companies Inc. May 2007 - June 2009
American General Financial Services September 2006 - April 2007
Coldstream Financial Services May 2005 - May 2006
Bank of America August 2000 - August 2004
Skills
Sales, Marketing, Customer Service, Retail, Strategic Planning, Account Management, Budgets, Management, Microsoft Excel, Event Planning, PowerPoint, Outlook, Microsoft Office, New Business Development, Microsoft Word, Social Media Marketing, Manage Client..., Beauty Industry, Project Management, Mobile Applications, Mobile Devices, Retail Sales Experience, Multi-channel Retail, Project Coordination, Retail Marketing, Sales Presentations, Direct Sales, Cold Calling, Sales Management, Finance, Beauty, Cosmetics, Mobile Content, Content Management, P&L Management, Digital Marketing
Education
Miami University 2001 — 2005
Bachelor of Science in Business, Finance
Berlitz
Spanish Language
NYU SCPS
Real Estate Finance
Professional Property Management and Leasing LLC October 2011 - Present
Sherry Ventures, Ltd August 2009 - Present
Sherry Enterprises, Ltd June 2006 - Present
Legends Sports Photography April 2001 - Present
Coldstream Financial Services March 2006 - September 2008
Robert Half Finance & Accounting October 2005 - February 2006
The Drees Company January 2001 - September 2005
Keepsake Specialties Corporation/Legends Photography November 1995 - April 2001
United States Navy January 1985 - January 1990
Education
Indiana University—Purdue University Fort Wayne 1990 — 1994
BS, Education
Emery Federal Credit Union April 2014 - Present
Emery Federal Credit Union September 2008 - Present
Coldstream Financial Services July 2007 - June 2008
Referral Mortgage, Ltd. April 2001 - November 2005
Watsons of Cincinnati March 1994 - June 2000
Skills
Mortgage Lending, Loans, Sales Management, Refinance, Selling, Credit, Sales, FHA, Strategic Planning, Underwriting, Customer Service, Training, Mortgage Banking, Management, Financial Services, Finance, Team Building, Loan Origination, Investment Properties, VA loans, Residential Mortgages, Reverse Mortgages, FHA financing, Government Loans, Mortgage Underwriting, FHA Financing, VA Loans, Banking, Leadership, Consumer Lending, Real Estate, First Time Home Buyers, Credit Analysis
Education
Marshall University 1983 — 1985
South Point High School 1982 — 1983
Diploma
Mid America Christian School
Oracle January 2015 - Present
ADP May 2010 - January 2015
Coldstream Financial Services January 2004 - January 2010
Accenture August 1998 - September 2003
Skills
Employee Benefits, Salesforce.com, Payroll, Talent Management, HRIS, Human Resources, Sales Process, ADP Payroll, Recruiting, Benefits Administration, Cold Calling, Performance Management, Account Management, Talent Acquisition, Employee Relations, Leadership, Personnel Management, Succession Planning, Employee Training
Education
University of Cincinnati College of Business 1994 — 1998
Bachelor, Accounting / Finance
Edward Jones June 2015 - Present
Fifth Third Bank June 2013 - June 2015
Fifth Third Bank April 2012 - June 2013
Fifth Third Bank November 2009 - March 2012
Fifth Third Bank February 2007 - November 2009
Western & Southern Life June 2006 - January 2007
Coldstream Financial Services May 2005 - April 2006
Skills
Banking, Investments, Insurance, Customer Service, Financial Analysis, Financial Advisory, Microsoft Excel, Asset Management, Retail Banking, Asset Allocation, Series 63, Retirement Planning
Education
Miami University 2001 — 2005
Bachelor's, Accounting, Decision Sciences
The Ohio State University
Executive Certified Financial Planning Program, Financial Planning and Services
Salesforce June 2015 - Present
iSqFt / Construction Software Technologies 2010 - 2015
NextLevel Business Consulting 2008 - 2010
Northwestern Mutual 2007 - 2007
Coldstream Financial Services 2005 - 2007
Skills
B2B, Marketing Strategy, Marketing, Leadership, Sales Operations, Account Management, Entrepreneurship, Sales, Team Building, Management, Integrated Marketing, New Business Development, Salesforce.com, Sales Process, Social Networking, Email Marketing, Business Development, Marketing Communications, Small Business, Project Management, Analysis, Selling, Forecasting, Product Development, Strategy, Strategic Partnerships, Consulting, Operations Management, Lead Generation, Public Speaking, Competitive Analysis, Sales Management, CRM
Education
Miami University 2001 — 2005
BS, Marketing
Centerville High School
Little Miami High School (Graduated from)
HCTec Partners May 2011 - Present
Partner Healthcare IT May 2011 - May 2012
Mount Carmel Health System 2012 - 2012
Catholic Health Partners 2011 - 2011
Coldstream Financial Services July 2003 - September 2010
Fifth Third Bank June 2000 - July 2001
Skills
Ambulatory, Epic Systems, EMR, GoLive
Education
Miami University 1996 — 2000
Bachelor of Science and Business Administration, Finance
Exit & Retirement Strategies, Inc. June 2007 - Present
Comey & Shepherd Realtors 2006 - 2007
Coldstream Financial Services 2005 - 2007
Education
Miami University
Bachelor of Science (B.S.), Finance, General
St. Gregory Development Group, LLC July 2010 - Present
in Cincinnati December 2000 - Present
Coldstream Financial Services May 2003 - October 2008
Ohio Financial Group August 1996 - May 2003
Education
University of Cincinnati 1991 — 1995
Brother Rice High School
River City Mortgage, LLC November 2008 - Present
Star Point Mortgage, Inc. July 2005 - October 2008
Coldstream Financial Services June 2004 - July 2005
Education
Miami University 2000 — 2004
Bachelor's, Finance
Lakota West