Huntington Investment Company
Parent organization: Huntington Bancshares Subsidiary: The Huntington Investment Company, Asset Management Arm
Huntington Investment Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Huntington Investment Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Huntington Investment Company Salaries. You can even request information on how much does Huntington Investment Company pay if you want to. Learn about salaries, pros and cons of working for Huntington Investment Company directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
94 Huntington Investment Company employees in database. Find out everything there's to know about Huntington Investment Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Huntington Investment Company Employees
Huntington National Bank January 2013 - Present
Huntington Investment Company May 2011 - January 2013
Huntington National Bank October 2007 - January 2013
Skills
Consumer Lending, Loans, Banking, Lines Of Credit, Retail Banking, Cross Selling, Personal Banking, Home Equity Lines of..., Home Equity Loans, Deposits, Series 6, Refinance, Home Equity, Residential Mortgages, Community Banking, Small Business Lending, Portfolio Management, Investments, Commercial Banking, Sales
Education
The Ohio State University
Althans Insurance Agency July 2014 - Present
Althans Insurance Agency September 2011 - Present
Huntington Investment Company March 2008 - September 2011
Skills
Underwriting, Program Management, Insurance, Marketing, Employee Benefits, Commercial Insurance
Education
Kent State University 2002 — 2006
Fashion Merchandising / Marketing
Avon April 2014 - Present
Ohio Department of Job and Family Services February 2014 - Present
Herbalife January 2012 - Present
Northwest Ohio Orthopedics & Sports Medicine July 2013 - January 2014
Huntington Investment Company September 2007 - June 2013
Bank/Huntington Bank May 2003 - August 2007
Adecco-Dow Chemical November 2002 - March 2003
Meijer, Inc October 2001 - November 2002
Dow Chemical 2002 - 2002
Coca-Cola Bottling Co January 1998 - August 1999
Skills
Keyboarding, Organizing, Problem Solving, Customer Service, Word, Excel, Customer Relations, Microsoft Office, Retail, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Payroll, Telephone Skills
Education
Tiffin Columbian 1986 — 1989
Computer Management/Business
Tiffin University
Business Admin/Computers
Huntington Investment Company June 2015 - Present
Huntington National Bank May 2013 - Present
JPMorgan Chase July 2011 - May 2013
Verizon Wireless May 2010 - June 2011
Skills
Loans, Information Technology, Credit, Loan Origination, Consumer Lending, Retail Banking, Lines Of Credit, Cross Selling, Credit Cards, Branch Banking, Banking, Mortgage Lending, Portfolio Management, Small Business Lending, Commercial Banking, Credit Analysis, Information Systems, Business Analytics, Business Analysis, XML, Oracle, SharePoint
Education
Walsh College 2012 — 2016
Bachelor of Business Administration (BBA), Information Technology (IT), GPA Above 3.0
Macomb Community College
Associate's degree, General Studies
Infinex Financial Group November 2009 - Present
Macatawa Bank November 2009 - Present
Huntington Investment Company December 2000 - October 2009
Huntington National Bank October 1994 - October 2009
Skills
Investments, Financial Counseling, Banking, Commercial Banking, Retail Banking, Retail Lending, Consumer Lending, Credit, Financial Accounting, Commercial Lending, Loans, Mortgage Lending, Small Business Lending, Credit Risk, Portfolio Management, Financial Analysis
Education
Davenport University 1996 — 2000
Finance
Holland Christian High School 1992 — 1996
Huntington Investment Company October 1995 - Present
Skills
Strategic Financial...
Education
The Ohio State University 1981 — 1985
Bachelor of Applied Science (BASc), Finance, General
Huntington Investment Company May 2015 - Present
JPMorgan Securities, LLC February 2014 - May 2015
Fifth Third Securities March 2013 - February 2014
Huntington Investment Co August 2006 - March 2013
Bank One 1999 - 2005
Franklin County May 1995 - October 1998
Education
The Ohio State University 1990 — 1993
Bachelor of Arts (B.A.), Anthropology
First Federal Bank of Defiance November 2012 - Present
Charter One Investments February 2007 - November 2012
Sky Bank Investments February 2005 - February 2007
Huntington Investment Company November 1999 - February 2005
Skills
Investments, Portfolio Management, Wealth Management, Leadership, Finance, Asset Allocation, Mutual Funds, Investment Strategies, Investment Advisory, Banking, Series 7, Investment Management, Financial Analysis, Retirement Planning, Alternative Investments, Asset Management, Securities, Series 63, Bonds
Education
Bowling Green State University 1985 — 1989
Finance, General
Strategy & Resources LLC September 2015 - Present
Little Dutch Trading Company June 2003 - Present
Children's Dyslexia Centers 2010 - Present
Huntington Investment Company May 2014 - August 2015
Ancient Accepted Scottish Rite, Valley of Cincinnati May 2009 - May 2015
Lincoln Investment Planning January 2011 - December 2013
Great American Advisors 2008 - 2010
Cincom Systems, Inc 2005 - 2008
VSR Financial Services 2004 - 2005
The O.N. Equity Sales Company 1999 - 2003
Skills
Mutual Funds, Retirement Planning, Investments, Marketing, Wealth Management, Fixed Annuities, Investment Advisory, 401k, Alternative Investments, Insurance, Financial Services, Sales, Relationship Management, FINRA, Securities, Leadership, Investment Strategies, Financial Advisory, Series 24, Series 63, Life Insurance, Asset Allocation, Financial Analysis, Series 7, Retirement, Strategic Planning, Mentoring, Team Building, Compliance, Operations Management, Motivational Speaking, Consultative Approach, Portfolio Management
Education
Xavier University
MBA
University of Cincinnati
BS
Ameritas May 2015 - Present
CBIZ September 2012 - April 2015
Ameritas 2015 - 2015
Ameritas 2015 - 2015
Huntington Investment Company May 2011 - September 2012
Huntington Bank March 2011 - September 2012
Medical Mututal of Ohio September 2011 - December 2011
HealthSmart June 2008 - September 2009
The Hoffman Group October 2005 - June 2008
Herbruck Alder 1992 - 2005
Skills
Employee Benefits, Health Insurance, Disability Insurance, Benefits Administration, Strategic Planning, Underwriting, Sales, Brokers, Coaching, Health Savings Accounts, Insurance, Long-term Care, Account Management, Management, Life Insurance, Claim, Term Life Insurance, Marketing
Education
L'Ecole d'Immaculate Concepcion 1983 — 1984
French Language and Literature
Berea High School 1980 — 1983
CEBS studies
Cuyahoga Community College
Huntington Investment Company June 2011 - Present
Fiserv/ Checkfree Corp. June 1997 - April 2011
Yenkin-Majestic Paint Company January 1987 - April 1996
Skills
Process Improvement, Vendor Management, Business Analysis, Project Management, Software Documentation, Call Centers, Customer Service, Troubleshooting, Account Management, Team Leadership, SDLC, Six Sigma, Program Management, Banking, Management, Training, Leadership, Access, Team Building, Quality Assurance, Analysis, Data Analysis, Cross-functional Team...
Education
Woodson Sr High 1976 — 1979
Diploma
DeVry University-Ohio
MetLife Auto & Home September 2014 - Present
Western & Southern Financial Group April 2008 - September 2010
Capital Wealth Management March 2007 - February 2008
Sun Life Financial of Canada May 2005 - October 2006
Jefferson Pilot Financial May 2004 - May 2005
Nationwide Financial April 2001 - April 2004
Huntington Investment Company April 1999 - March 2001
BB&T Investment Services, Inc. August 1996 - April 1999
The Laughlin Group October 1992 - July 1996
Marketing One, Inc. 1985 - 1992
Skills
Sales Management, Territory Management, Recruiting, Talent Identification, Sales, Fixed Annuities, Variable Annuities, Income Annuities, Life Insurance, Sales Presentations, Product Presentations, Board Presentations, Wealth Management, FINRA Series 7, 63, 65, Investment Advisory..., Retirement Planning, Retirement Income, Series 7, Retirement, Insurance, Finance, Banking, Mutual Funds, Business Development, CRM, Series 63, Financial Services, 401k, Leadership, Relationship Management, Financial Advisory, Securities, Asset Allocation
Education
College for Financial Planning 2008 — 2008
CRPC, Retirement Planning
The American College 1980 — 1982
Chartered Life Underwriter, Insurance
Taylor University
Business Administration, Business Administration & Economics
Athletes in Action September 2013 - Present
Huntington Investment Company April 2012 - September 2013
Huntington Investment Company April 2011 - March 2012
Huntington Bank September 2010 - March 2012
Menards February 2009 - September 2010
Skills
Series 7, Ohio Life, Investments, Strategic Planning, Strategic Finance, Account Management, Wealth Management, Sales, Customer Service, Insurance, Financial Analysis
Education
Purdue University 2004 — 2008
Financial Counseling and Planning
Kar-Mel Financial Planners August 2012 - Present
Huntington Investment Company August 2006 - August 2012
Northwestern Mutual August 1999 - August 2006
Skills
Personal Financial..., Insurance, Investments, Retirement, Retirement Planning, Banking, Wealth Management
Education
Grand Valley State University 1997 — 1999
Bachelor's degree, Finance, General
Siena Heights University 1995 — 1997
Business Administration and Management, General
DIGS Real EstateDesignConstruction™ May 2013 - Present
Huntington Investment Company 2006 - 2008
NatCity Investments May 2005 - November 2006
Christina Perrin February 2001 - July 2003
Fifth Third Securities September 1995 - February 2001
Skills
Investments, Finance, Chartered Financial..., Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Equities, Portfolio Management, Investment Banking, Private Equity, Capital Markets, Asset Management, Fixed Income, Hedge Funds, Strategic Financial..., Bloomberg, Due Diligence, Alternative Investments, Mutual Funds
Education
Miami University 1991 — 1995
Bachelors, Finance and Accounting
Huntington Investment Company November 2014 - Present
Huntington National Bank December 2012 - Present
Huntington National Bank November 2011 - Present
CrossFit Independence September 2011 - July 2012
Best Buy August 2009 - October 2011
AT&T Mobility April 2007 - August 2009
Wal-Mart July 1999 - January 2007
Berea Children's Home & Family Services December 2002 - December 2003
Skills
Context, Analytic, Learner, Leadership, Sales, Management, Customer Experience, Retail, Time Management, Telecommunications, Mobile Devices, Mentoring, Strategic Planning, Store Management, Selling, Salesforce.com, Marketing Strategy, Accountability, Training Delivery, Personal Development, Operations Management, Mortgage Lending, Loan Origination, Commercial Banking, Commercial Lending, Analytics, Training, Account Management, Banking, Hiring, Merchandising, Consumer Lending, Cash Management, Cross Selling, Retail Banking, Loans, Employee Relations, Driving Results, Deposits, Coaching, Customer Service, Building Relationships, Retail Sales, Customer Satisfaction, Employee Training, Marketing, Cold Calling, Profit, Sales Operations, P&L Management
Education
Baldwin Wallace University 2000 — 2004
Bachelor's of Science, Psychology
Saint Edward High School 1996 — 2000
High School Diploma, General Studies
Huntington Investment Company July 2013 - Present
KeyBank July 2007 - July 2013
Skills
Customer Service, Microsoft Office, Management, Leadership, Process Improvement, Strategic Planning, Banking, New Business Development, Investments, Public Speaking, Stocks, Portfolio Management, Life Insurance, Retirement Planning
Education
Central Michigan University
Oxford High school
Oxford High school
Huntington Investment Company February 2011 - Present
Skills
Organizational..., Leadership Development, Community, Golf Instruction
Education
Southern Illinois University, Edwardsville 2005 — 2007
BA, Communications
Rend Lake College 2003 — 2005
2 Associate Degrees, Science and Arts
Huntington Investment Company November 2014 - Present
Huntington National Bank July 2014 - Present
Notary Public for State of Ohio May 2011 - Present
J.P. Morgan Securities LLC August 2012 - June 2014
Chase May 2011 - June 2014
Chase May 2008 - April 2011
Skills
Retail Banking, Banking, Customer Service, Finance, Loans, Consumer Lending, Cross Selling, Loan Origination, Lines Of Credit, Cash Management, Portfolio Management, Sales, Mortgage Banking, Relationship Management, Mortgage Lending
Education
Columbus State Community College 2008 — 2010
Associate of Arts (A.A.), Art/Art Studies, General
Lexington High School 1988 — 1992
Plan for Your Tomorrow, Inc July 2013 - Present
Stratos Wealth Partners July 2013 - Present
Huntington Investment Company June 2009 - July 2013
CompuServe September 1986 - August 2001
National City Bank June 1983 - September 1986
Skills
Banking, Sales, Relationship Management, Portfolio Management, Strategic Planning, Business Strategy, Marketing, Business Analysis, Customer Service
Education
Capital University 1988 — 1989
Master of Business Administration (MBA)
The Ohio State University 1980 — 1983
Bachelor of Business Administration (BSBA), Human Resources Management/Personnel Administration, General
Huntington Investment Company January 2014 - Present
Northwestern Mutual Financial Network August 2012 - January 2014
Thrivent Financial for Lutherans April 2009 - August 2012
HSBC November 2005 - April 2009
Skills
Coaching, Triathlon
Education
Indiana State University 2000 — 2005
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Regions Bank April 2010 - Present
Regions Bank May 2006 - April 2010
National City Bank September 2004 - May 2006
Huntington Investment Company December 2001 - May 2005
Huntington National Bank January 1999 - December 2001
Pathfinder Licensing School January 1994 - January 1999
Skills
Life & Health Licenses, FINRA Series 6, Finra Series 63, Loans, Banking, Credit, Insurance, Small Business Lending, Series 63, Series 6, Credit Analysis, Commercial Lending, Commercial Banking, Loan Origination, Lines Of Credit, Finance, Deposits, Mortgage Lending, Consumer Lending, Branch Management, Mortgage Banking, Underwriting, Retail Banking, Refinance, Branch Banking, Cross Selling, Investments, Portfolio Management, Residential Mortgages
Education
International Business College-Indianapolis 1990 — 1992
Associates, Business
Hutchens & Kramer Investment Management Group, LLC October 2014 - Present
Fifth Third Securities 2009 - 2014
Huntington Investment Company April 2007 - June 2009
Skills
Financial Analysis, Investments, Management, Strategic Planning, Credit, Customer Service, Leadership, Finance, Loans, Team Building, Banking, Insurance
Education
Indiana University - Kelley School of Business 2001 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
Hanover College 1995 — 1999
Bachelor of Arts (B.A.), Business Administration and Spanish
Citizens Bank April 2013 - Present
Huntington Investment Company 2000 - 2012
Huntington Insurance Agency 2008 - 2011
Commercial Union February 1993 - February 2000
Skills
General Securities..., Sales Management, Leadership Development..., Financials, Strategy, Leadership, Investments, Financial Services, Sales, New Business Development
Education
Babson College 1987 — 1991
Bachelor of Science (BS), Finance, General
Lincoln Financial Group September 2012 - Present
JPMorgan August 2010 - September 2012
Huntington Investment Company April 2006 - August 2010
Citizens Bank August 2004 - April 2006
Banc One Insurance 2004 - 2004
One Group 1999 - 2003
Skills
Series 7, Series 63, Mutual Funds, Banking, Series 24, Wealth Management, Series 6, Portfolio Management, Loans, Uniform Combined State..., Investments, Insurance, Relationship Management, Sales Management, Financial Advisory, 401k, FINRA, Risk Management, Securities, Sales
Education
Marshall University 1992 — 1995
Banking and Finance
Otterbein University
Organizational Communication
Huntington Investment Company July 2015 - Present
Huntington National Bank May 2014 - Present
Huntington National Bank September 2012 - May 2014
Twin Lakes Nursery April 2003 - September 2012
Northwestern Mutual April 2010 - October 2010
Skills
Customer Service, Sales
Education
Grand Valley State University 2007 — 2011
Bachelors of Business Administration, Finance
Huntington Investment Company June 2015 - Present
Huntington National Bank October 2013 - June 2015
Huntington National Bank February 2012 - October 2013
Huntington National Bank October 2010 - February 2012
The Forum at Knightsbridge December 2007 - October 2010
InfoCision Management Corporation February 2007 - January 2008
Tucci's 2005 - 2007
Children's Hospital 2004 - 2006
Skills
Training, Human Resources, Recruiting, Interviews, Leadership, Onboarding, Sourcing, Management, Sales, Call Centers, Customer Retention, Employee Relations, Networking, Employee Benefits
Education
The Ohio State University Fisher College of Business 2002 — 2006
Business Administration, Human Resources
Whetstone H.S.
Huntington Investment Company January 2011 - Present
Huntington National Bank March 2009 - January 2011
Blockbuster September 2008 - February 2009
Michaels Arts and Crafts September 2007 - September 2008
Skills
Banking, Retail Banking, Cash Management, Microsoft Excel, Customer Service, Cross Selling, Leadership, Outlook, Life Insurance, Time Management, Customer Satisfaction
Education
The Ohio State University 2005 — 2006
Mathematics
Shady Lawn Farms, Inc. November 2009 - Present
HP Enterprise Services September 2012 - September 2013
Fidelity Investments August 2010 - October 2011
Huntington Investment Company April 2009 - November 2009
Edward Jones December 2002 - March 2009
McBee Grain & Trucking, Inc. May 1987 - December 2002
Shady Lawn Farms, Inc. June 1980 - December 2002
Riley Creek Mercantile, LLC March 1999 - June 2002
Skills
Investments, Financial Analysis, Business Development, Roth IRA, Risk Management, Small Business, Business Strategy, Marketing, Team Building, Public Speaking, Real Estate, Finance, Wealth Management, Mutual Funds, Retirement, Estate Planning, Strategic Financial..., Portfolio Management, Banking, Business Planning, Financial Planning
Education
Purdue University 1983 — 1985
B.S., Agricultural Economics
Columbus Grove High School 1977 — 1980
Cornerstone Capital Advisors August 2015 - Present
Alliance Financial Services, Inc. January 2015 - July 2015
AXA Advisors October 2012 - January 2015
Huntington Investment Company March 2011 - September 2012
Huntington National Bank October 2009 - February 2011
Ameriprise Financial Services, Inc. October 2008 - March 2009
Skills
Series 7, Series 66, Mutual Funds, Wealth Management, Retirement Planning, Investments, Retirement, Investment Advisory, Asset Allocation, Fixed Annuities, Banking, Insurance
Education
Ohio University 2004 — 2008
BBA, Finance, Business Economics
Newcomerstown High School 2000 — 2004
LPL Financial November 2012 - Present
Huntington Investment Company February 1998 - April 2012
Bank of New Hampshire (acquired by TD Bank) March 1994 - February 1998
Fleet Investment Services (acquired by Bank of America) September 1987 - March 1994
Skills
Wealth Management, Mutual Funds, Investments, Series 63, Series 7, Series 24, Series 65, Trust Services, Asset Managment, Insurance, Wealth, Asset Management, Private Banking, Relationship Management, Financial Advisory, Strategy, Portfolio Management, Asset Allocation
Education
Miami University
Bachelor's Degree, Business Administration, Marketing
Bluerock Capital Markets August 2015 - Present
Flexible Plan Investments, Ltd. 2014 - August 2015
CCO Investment Services October 2011 - April 2014
Huntington Investment Company August 2005 - October 2011
Skills
CFA Level II Candidate, FINRA Series 7, FINRA Series 63, FINRA Series 65, Asset Allocation, Mutual Funds, Investment Advisory, Investment Strategies, Fixed Income, Retirement Planning, Equities, Portfolio Management, Series 7, Series 63, Investments, Sales, Financial Services, Wealth Management
Education
Oakland University 2005 — 2007
Master of Business Administration (M.B.A.), Finance
Western Michigan University 1998 — 2002
Bachelor of Business Administration (BBA), Finance
Huntington Investment Company May 2006 - Present
Skills
Series 7, Series 66, Life Insurance, Annuity Sales, Training, Coaching, Mutual Funds, 529 Plans, Public Speaking, Customer Service, Team Building, Retirement Planning, Recruiting, Talent Acquisition, Investments, Uniform Combined State..., Banking
Education
Miami University 1997 — 2001
Bachelor of Science (BS), Secondary Education and Teaching
Indian Lake
Huntington Investment Company October 2009 - Present
NatCity Investments January 2006 - October 2009
Sky Bank August 2004 - December 2005
Skills
Series 7, Investments, Finance, Series 63, Insurance, Series 6
Education
Baldwin Wallace University 1999 — 2003
Bachelor of Arts, Criminal Justice, Psychology, Sociology
University of Pittsburgh Katz Graduate School of Business August 2013 - Present
University of Pittsburgh Katz Graduate School of Business September 2012 - Present
University of Pittsburgh College of Business Administration May 2015 - August 2015
The Accounting Review May 2013 - May 2014
University of Pittsburgh Katz Graduate School of Business May 2013 - July 2013
Defense Contract Audit Agency June 2011 - August 2012
California University of Pennsylvania January 2012 - May 2012
West Virginia University May 2010 - May 2011
Huntington Investment Company January 2008 - August 2009
Huntington National Bank February 2007 - January 2008
Skills
Accounting, Auditing, CPA, Financial Reporting, Financial Accounting, Research, Financial Analysis, Internal Controls, US GAAP, Teaching
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2012 — 2017
Doctor of Philosophy (Ph.D.), Accounting
West Virginia University 2010 — 2011
Master of Professional Accountancy, 4.0
West Virginia University 2010 — 2010
Certificate, Forensic Accounting and Fraud Investigation, 4.0
Fairmont State University 2007 — 2010
Bachelor of Science, Accounting, 3.9
West Virginia University 2003 — 2006
Bachelor of Arts, International Studies, 3.9
Allstate Financial Services June 2005 - Present
Huntington Investment Company December 1998 - June 2005
Morgan Stanley June 1996 - December 1998
Skills
Retirement Planning, Wealth Management, Fixed Annuities, Estate Planning, Strategic Financial..., Retirement, Investments, Life Insurance, Securities, Series 7, Mutual Funds, Portfolio Management, Financial Advisory, Investment Advisory, Series 63
Education
Eastern Michigan University 1991 — 1995
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Oakland University
Certificate Program in Financial Planning CFP Board Registered Program
Homeside Financial June 2015 - Present
Huntington National Bank September 2013 - June 2015
Huntington Investment Company October 2013 - May 2015
Huntington National Bank February 2013 - March 2014
Huntington National Bank August 2012 - February 2013
Gannett January 2012 - November 2012
Ohio University August 2011 - March 2012
Ohio University August 2007 - June 2010
Ohio University 2007 - 2010
NRHH 2008 - 2009
Skills
Social Media, Public Speaking, Event Planning, Higher Education, Editing, Microsoft Office, PowerPoint, Adobe Creative Suite, Ap Style, Research, Facebook, Community Outreach, Marketing, Training, Management, Sales, Leadership, Customer Service
Education
Ohio University 2006 — 2011
B.S.S.
Schwab Advisor Services June 2015 - Present
CCO Investment Services Corp - Citizens Financial Group November 2013 - Present
Huntington Investment Company August 2012 - November 2013
Fifth Third Bank October 2010 - August 2012
Fifth Third Securities April 2002 - October 2010
ProEquities December 2000 - April 2002
Skills
Banking, Business Analysis, Commercial Banking, Commercial Lending, Credit, Customer Service, Financial Analysis, Investments, Cash Management, Leadership, Loans, Management, Portfolio Management, Process Improvement, Securities, Series 24, Series 63, Series 7, Strategic Planning, Team Building, Treasury Management
Education
University of Alabama at Birmingham
B.S., Accounting
Huntington Investment Company July 2015 - Present
Citi April 2012 - July 2015
Northern Trust December 2010 - March 2012
Fifth Third Bank August 2009 - November 2010
Fidelity Investments 2005 - 2008
UBS Wealth Management November 2004 - March 2005
Education
DePaul University 2014 — 2016
Financial Planning Certificate Program, Pursuing CFP® Certification
University of Dayton
Bachelor of Science (B.S.), Finance
BluIndigo May 2015 - Present
SunTrust Bank December 2012 - Present
MIDFLORIDA Credit Union July 2007 - December 2012
City of Davenport August 2005 - July 2007
First Federal Bank/Colonial Bank September 2003 - August 2005
First Federal Community Bank April 2002 - July 2005
First Federal Community Bank April 2002 - September 2003
Huntington Investment Company December 1999 - April 2002
Huntington Investment Company December 1999 - February 2002
Skills
Loans, Banking, Credit, Retail Banking, Commercial Banking, Mortgage Lending, Financial Analysis, Portfolio Management, Underwriting, Investments, Credit Risk, Strategic Financial..., Finance, Wealth Management, Risk Management, Commercial Lending
Education
Saint Leo University 2010 — 2012
Masters, Business Administration
University of Florida 1992 — 1995
Graduated; Bachelors of Business Administration, Business Administration
LPL Financial June 2015 - Present
Huntington Investment Company April 2008 - June 2015
Fifth Third Securities September 2004 - March 2008
Huntington Investment Company January 2000 - August 2004
Huntington Investment Company December 1998 - January 2000
Skills
Securities, Investments, Financial Services, Finance, FINRA, Wealth, Insurance, Retirement Planning, Wealth Management, Mutual Funds
Education
The Ohio State University 1993 — 1997
Bachelor’s Degree, Economics
Huntington Investment Company May 2012 - Present
Colonial Life August 2011 - May 2012
Unum Group September 1995 - August 2011
Unum October 1988 - September 1995
Unum September 1987 - October 1988
Skills
Microsoft Office..., Client Relationship..., Client Retention, Direct Sales, Group Presentations, One-to-one Marketing, Life, Accident and..., Account Management, FMLA, Employee Benefits, Brokers, Enrollment Management, Contract Negotiation, Microsoft Excel, Consumer Lending, Financial Services, Retail Banking, Investment Banking, Insurance, Disability Insurance, Benefits Administration, Human Resources, Sales, Long-term Care, Customer Retention
Education
Series 6 2013 — 2013
FINRA Series 6 investment license
Delaware County Ohio 2012 — 2012
Notary Public, Notary Public
Wharton School of Business 1996 — 1997
CEBS, Certified Employee Benefit Specialist
Ohio Dept of Insurance 1992 — 1992
Life/accident/health/VA, Life/Accident/Health license
Otterbein University 1986 — 1990
BA, Liberal Arts
KDA Office Furniture Solutions November 2013 - January 2015
Self Employed January 2011 - November 2013
Great American Financial Resources March 2009 - November 2010
Great American Financial Resources September 2007 - March 2009
Fifth Third Securities April 2005 - July 2007
Huntington Investment Company December 2003 - March 2005
Smith Barney May 2001 - November 2003
Fidelity Investments September 1995 - March 2001
Skills
Building Relationships, Relationship Management, Mentoring Of Staff, Investments, Sales, Managed Money, Mutual Funds, Annuity Sales, Fixed Annuities, Variable Annuities, Indexed Annuities, Life Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Financial Services, IRAs, Leadership, Retirement Planning, Retirement
Education
The Ohio State University
Bachelor of Arts (BA), Organizational Communication, General
St. Xavier High School Cincinnati Ohio
Community Financial Advisors, a Division of the Community Bank November 2006 - Present
Huntington Investment Company January 2006 - November 2006
Huntington Investment Company January 2005 - January 2006
Prudential Financial February 2004 - January 2005
Education
The Ohio State University 1999 — 2004
Fulton Financial Advisors January 2015 - Present
Wells Fargo October 2014 - January 2015
Huntington Investment Company July 2011 - September 2014
Skills
Series 7, Series 66, Life and Health..., Asset Allocation, Retirement Planning, Wealth Management, Investments, Finance
Education
Old Dominion University 2000 — 2005
Bachelor's degree, Communication and Media Studies
J.P. Morgan Asset Management October 2010 - Present
J.P. Morgan Asset Management February 2006 - October 2010
J.P. Morgan Asset Management September 2000 - February 2006
Huntington Investment Company December 1998 - April 2000
Skills
Investments, Mutual Funds, Sales Operations, Business Planning, Management, Sales, Strategic Planning, Insurance, Budgets, Series 7, Asset Management, Series 63, Securities, Wealth Management
Education
Capital University 1998 — 2000
Master, Business Administration
Ohio University 1989 — 1994
Bachelor's degree, Business Administration (Marketing)
The Paragon Financial Group September 2012 - Present
Huntington Investment Company May 2011 - August 2012
JPMorgan Chase September 2009 - May 2011
Foresters Financial Partners February 2005 - September 2009
Skills
Financial Planning, Recruiting, Investments, Portfolio Management, Mutual Funds, Insurance, Banking, Equities, Talent Acquisition, Fixed Annuities, Financial Services, Asset Allocation, Succession Planning, Process Improvement, Management, Strategic Planning, Finance, Analysis, Employee Benefits, Training, Retirement Planning, Wealth Management, Strategic Financial..., Risk Management
Education
Colorado Christian University 2008 — 2009
Masters of Business Administration, Management
Denison University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Huntington National Bank December 2014 - Present
Huntington Investment Company October 2010 - Present
Lancaster Pollard June 2008 - October 2010
Northern Trust 2002 - 2007
Skills
Financial Modeling, Investment Banking, Bloomberg, Capital Markets, Credit Analysis, Bonds, Series 7, Derivatives, Alternative Investments, Portfolio Management, Financial Structuring, Credit, Investments, Asset Managment, Treasury Management
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
Master of Business Administration (M.B.A.)
Calvin College 1997 — 2001
Bachelor of Arts (B.A.), Business Administration and Management, General
Grand Rapids Christian
Huntington Investment Company February 2015 - Present
Huntington Investment Company September 2007 - January 2015
Huntington National Bank March 2005 - August 2007
Town Hall Theatre September 2002 - May 2007
Skills
Investment Banking, Process Improvement, Project Management, Event Planning, Training, Team Building, Leadership, Management, Banking, Sales, Budgets, Outlook, Finance, Costume Design, Theatrical Production, Interior Design
Education
Wright State University 2012 — 2014
Master of Business Administration (M.B.A.), Project Management
The Ohio State University 1998 — 2002
Bachelor of Arts (B.A.), Theatre (Costume Design)
Huntington Investment Company April 2012 - Present
Huntington National Bank April 2010 - March 2013
Realty Executives Main Street LLC July 2009 - November 2009
Skills
Banking
Education
Oakland University 2007 — 2010
BS, Finance
Key Investment Services December 2013 - Present
FirstMerit May 2011 - December 2013
SunAmerica Retirement Markets March 2010 - May 2011
AmTrust Investment and Insurance Companies August 2005 - March 2010
Huntington Investment Company February 2001 - August 2005
Chase Manhattan Corporation November 1988 - February 2001
Skills
Wealth Management, Annuities, Series 7, Financial Advisory, Retirement Planning, Retail Banking, Retirement, Banking, Cross Selling, Investments, Sales Management, Financial Planning, Profitability, Long Term Care, Insurance, Sales Process, Compliance, Strategic Planning, Financial Management, Selling, Retail, Strategic Financial..., Fixed Annuities, Long-term Care, Management, Strategy
Education
University of Cincinnati College of Business 1983 — 1987
Bachlor, Business
VALIC January 2014 - Present
Huntington Investment Company April 2012 - January 2014
Chase Investment Services Corporation October 1997 - April 2012
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Series 7, Estate Planning, Retirement, Mutual Funds, Investment Advisory, Fixed Annuities, Asset Allocation, Portfolio Management, Financial Advisory, Uniform Combined State..., Investment Strategies, Asset Managment, Insurance, Securities, IRAs, Series 63, Series 24, 401k Rollovers, Variable Annuities, Saving for Education, Equities, Fixed Income, Life Insurance, Alternative Investments, Bonds, ETFs, Investment Management, High Net Worth..., Wealth Management..., Series 65, 401k, Series 6, Financial Services, Long Term Care Insurance, Long-term Care, Separately Managed..., Term Life Insurance, Relationship Management
Education
Hanover College 1992 — 1996
Homestead High School 1988 — 1992
Nationwide Financial February 2015 - Present
The Paragon Financial Group September 2012 - February 2015
Huntington Investment Company May 2011 - August 2012
J.P. Morgan Chase September 2009 - May 2011
The Foresters February 2005 - September 2009
Farmers Insurance June 2003 - January 2005
Skills
Statistics, Business Law, Marketing, Finance, Accounting, Information Technology, Microsoft Excel, Microsoft Word, Microsoft Office, Management, Recruiting, Banking, Insurance, Investments, Fixed Annuities, Mutual Funds, Portfolio Management, Commercial Litigation, Asset Allocation, Securities, Strategic Financial..., Analysis, Equities, Financial Risk, Relationship Management, Financial Analysis, Investment Strategies, Credit, Life Insurance, Mergers & Acquisitions, Financial Services, Credit Analysis, Financial Advisory, Alternative Investments, Risk Management, Wealth Management, Series 63, Corporate Finance, Financial Modeling, Investment Advisory, Series 7, Mortgage Lending, Retirement Planning, IRAs, Loans, Retirement, 401k, Asset Management, Options, Capital Markets
Education
Colorado Christian University 2008 — 2009
MBA, Business
Denison University 1999 — 2003
BA, Economics
Bloomfield Hills Financial March 2015 - Present
Huntington Investment Company March 2010 - March 2015
Huntington National Bank February 2006 - March 2010
Education
Baker College of Clinton Township 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bond Street Group, LLC @ Morgan Stanley November 2014 - February 2015
Heitmeyer Consulting April 2014 - November 2014
Chase Home Finance November 2010 - February 2014
Huntington Investment Company February 2010 - September 2010
Meeder Financial July 2007 - October 2008
BISYS Fund Services November 2001 - July 2007
The One Group Mutual Funds October 1999 - November 2001
Banc One Securities Corporation May 1995 - September 1999
National Deferred Compensation October 1994 - May 1995
The Ohio Company June 1991 - October 1994
Skills
DTC, Envision, Executive Management, Customer Relations, Banking, Investments, Compliance, Access, Outlook, Asset Management, Problem Solving, Strategic Planning, Vendor Management, Mutual Funds, Budgeting, Business Analysis, Excel, Process Improvement, Word, Insurance, Microsoft Office, Team Building, Operations Management, Supervisory Skills, Analysis, Product Management, Mergers, Asset Managment, Customer Service, Disaster Recovery, Microsoft Excel, Microsoft Word, Mortgage Lending, Mortgage Banking, Financial Services, Securities, Risk Management, Financial Analysis, Coaching, Finance, Project Management, Consumer Lending, Loans, Strategic Financial..., Series 6, Credit Analysis, Loan Origination, Residential Mortgages, Refinance, Call Centers
Education
Franklin University 1992 — 1993
BS
The Ohio State University 1986 — 1988
SunTrust Investment Services, Inc. January 2002 - Present
Huntington Investment Company April 1998 - February 2002
Skills
Retirement Solutions,...
Education
University of Florida 1980 — 1982
MBA, Management, Finance
University of Michigan
BA, Journalism, History
UIS Insurance & Investments May 2012 - Present
Wealth Management July 2005 - Present
Huntington Investment Company October 2010 - May 2012
Huntington National Bank January 2010 - October 2010
Fifth Third Bank April 2009 - January 2010
Smith Barney July 2005 - December 2008
Cedar Fair L.P. May 2003 - August 2003
Cedar Fair L.P. May 2002 - August 2002
Cedar Fair L.P. May 2001 - August 2001
Mesenburg Farms 1995 - 2000
Skills
Finance, Risk Management, Series 7, Financial Analysis, Mutual Funds, Life & Health Insurance..., Portfolio Management, Series 65, Financial Advisory, FINRA, Series 63, Managerial Finance, Corporate Finance, Economics, Sales, Analytical Skills, Series 3
Education
University of Arizona, Eller College of Management 2003 — 2004
Master of Science, Finance
University of Arizona, Eller College of Management 1999 — 2003
Bachelor of Science, Economics
Huntington Investment Company March 2013 - Present
Huntington Investment Company 1999 - March 2013
Huntington Funds April 1998 - October 1999
Huntington National Bank October 1996 - April 1998
National City Bank March 1993 - August 1996
Skills
Insurance, Customer Relations, Series 7, Investments, Mentoring, Financial Planning, Brokerage, Mutual Funds, Stock Trading, Staff Training, Wealth Management, Retirement Planning, Series 6, Series 63, FINRA, Securities, Financial Advisory, Investment Advisory, Series 24, Series 65, Variable Annuities, Fixed Annuities, Banking, Retirement, Strategic Financial...
Education
Franklin University 2006 — 2010
B.S., Financial Management
St Francis DeSales High School 1987 — 1991
High School Diploma
FocusCFO August 2010 - Present
Huntington Investment Company January 1997 - June 2008
BISYS Fund Services August 1995 - October 1996
Education
Harding University 1986 — 1988
Greenwood Elementary / Lee's Summit High School
Huntington Investment Company June 1993 - Present
Education
Miami University 1993 — 1997
Economics, Economics
Huntington Investment Company August 2001 - Present
Banc one capital 1997 - 1999
Skills
Series 7, Fixed Income, Securities, Credit, Alternative Investments, Equities, Asset Management, Investments
Education
The Ohio State University 1980 — 1983
Huntington National Bank October 2013 - Present
Huntington Investment Company April 2013 - Present
Huntington National Bank May 2012 - October 2013
Kahn Fitness & Health, LLC December 2011 - May 2012
Graceway Pharmaceuticals November 2010 - November 2011
Graceway Pharmaceuticals September 2007 - November 2010
FLY Fitness September 2004 - September 2007
Young Life May 2004 - August 2004
Skills
Pharmaceutical Sales, Sales Metrics, Territory Analysis, Training, Sales Support, Dermatology, Sales, Sales Operations, Analysis, Business Planning, Pharmaceutical Industry, Managed Care, Selling, Leadership, CRM, Sales Management, Budgets, Marketing, Management, Customer Service, Sales Effectiveness, Product Launch, Coaching, Team Building, Strategic Planning, Public Speaking, Event Planning, Nonprofits, Finance, Microsoft Office, Process Improvement
Education
Westminster Theological Seminary 2004 — 2007
Masters, Family & Marriage Counseling
Hillsdale College 2000 — 2004
Bachelors, French & Religion
Morgan Stanley Wealth Management April 2014 - Present
Alliance Benefit Group of Michigan April 2013 - April 2014
Huntington Investment Company April 2005 - April 2013
Countrywide Full Spectrum Lending March 2003 - April 2005
Skills
Banking, Loans, Wealth Management, Negotiation, Portfolio Management, Investments, Asset Management, Account Management, Relationship Management, Mutual Funds, Credit, Commercial Banking, Capital Markets, Financial Services, Business Development, Commercial Lending, Small Business Lending, Risk Management, Financial Analysis
Education
Adrian College 1997 — 2001
BS, Psychology
Huntington Investment Company February 2014 - Present
Huntington Funds November 2009 - February 2014
Huntington Investment Company December 2005 - November 2009
The Huntington National Bank September 2002 - December 2005
Skills
Licensed Life & Health..., FINRA Series 6,7,63, &..., Series 63, Series 6, Investments, Mutual Funds, Relationship Management, Finance, Insurance, Banking, Business Development, Financial Advisory, Leadership
Education
Franklin University
MBA
The Ohio State University
Bachelor of Arts (B.A.)
LPL Financial February 2013 - Present
Huntington Investment Company September 2011 - February 2013
Huntington Investment Company February 2007 - September 2011
Huntington National Bank May 2004 - February 2007
Huntington National Bank February 2000 - April 2004
Skills
Series 7, Mutual Funds, Banking, Leadership, Wealth Management, Insurance
Education
Tennessee Technological University 1990 — 1994
Psychology, Psychology, Biology
J.P. Morgan May 2010 - Present
JPMorgan Chase September 2007 - November 2009
Chase Investment Services Corp (CISC) November 2004 - September 2007
Huntington Investment Company July 2003 - November 2004
Huntington National Bank March 2001 - July 2003
Spherion Legal at Owens Corning November 1999 - November 2000
Skills
Fixed Income, Equities, Securities, Investments, Trading, Series 7, Options, Financial Markets, Financial Risk, Credit, Loans, Management, Structured Products, Accounting, Auditing, Technical Analysis, Project Management, Sales, Corporate Law, Underwriting
Education
Ohio University 2008 — 2009
MFE, Financial Economics
Cleveland State University 1983 — 1993
BA, History
David N. Myers University 1988 — 1990
bs, paralegal
Mitek Sports Medicine September 2013 - Present
Huntington Investment Company April 2010 - September 2013
National City Bank November 2006 - April 2010
Skills
Orthopedics, Surgical Device Sales, Medical Devices, Operating Room Sales, Surgical Instruments, Rotator Cuff Injuries, Knee Surgery, Financial Analysis, Mutual Funds, Banking, Small Business Lending, Portfolio Management, Retail Banking, Wealth Management, Investments, Sales, Bonds, Treasury Management, Commercial Banking, Credit Analysis, Risk Management, Microsoft Office, Microsoft Excel, Microsoft Word, Management, Sales Management, Financial Reporting, Strategic Financial..., Product Marketing, Stocks, Municipal Bonds, Options Strategies, Annuity Sales, Hedging, Unit Investment Trusts, REIT
Education
Northwood University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Banking and Finance
Hungerford Nichols September 2014 - Present
Huntington National Bank January 2013 - August 2014
Huntington Investment Company January 2012 - January 2013
Huntington Investment Company August 2009 - January 2012
Huntington National Bank 2006 - 2009
Skills
Series 7, Financial Analysis, Sales, Customer Service, Banking, Sales Management
Education
Grand Valley State University 2001 — 2005
Bachelor of Business Administration, Finance, Hospitality & Tourism Management
Charles Schwab March 2014 - Present
S&T Financial Services May 2011 - September 2013
Huntington Investment Company August 2010 - May 2011
PNC Investments/NatCity Investments February 2004 - August 2010
Commonwealth Financial Network at Citizens National Bank and Nexus Financial Grop August 1996 - February 2004
American Express Financial Advisors March 1992 - August 1996
Skills
Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Series 63, Investments, Strategic Financial..., Investment Advisory, Portfolio Management, Retirement, Securities, Investment Strategies, Equities, Alternative Investments, Asset Management, Fixed Income, Uniform Combined State..., Financial Advisory
Education
Bowling Green State University 1974 — 1975
Master of Business Administration (MBA), Finance, General
University of Pittsburgh 1971 — 1974
Bachelor of Arts (B.A.), Economics
Huntington Investment Company October 2012 - Present
JPMorgan Chase October 2010 - October 2012
UnionBanc Investment Services January 2008 - November 2011
WaMu Investments January 2001 - January 2008
Washington Mutual 1999 - 2008
Wamu investments 2001 - 2007
Skills
Risk Management, Financial Risk, Securities, Financial Services, Mutual Funds, Banking, Series 7, Series 63, Portfolio Management, Equities
Education
California State University-Long Beach
Citizens Bank March 2015 - Present
Huntington Investment Company December 2009 - March 2015
New York Life June 2008 - December 2009
JP Morgan Chase September 2002 - June 2008
Prudential 1997 - 2001
Skills
Fixed Annuities, Investments, Mutual Funds, Financial Advisory, Life Insurance, Long Term Care Insurance, Retirement Planning, Insurance, Strategic Financial..., Customer Service, Process Improvement, Microsoft Office, Strategic Planning, Data Analysis, Management, Series 7, Series 63, Financial Planning
Education
Hillsdale College 1991 — 1995
BS, Biology
College for Financial Planning
Studying, Certified Financial Planner
College for Financial Planning
Chartered Mutual Fund Counselor
Incapital July 2015 - Present
Incapital September 2014 - Present
NorthStar Realty Securities, LLC September 2013 - August 2014
Transamerica January 2012 - September 2013
Hilliard Lyons February 2010 - December 2011
John Hancock Life Insurance Company (U.S.A.) May 2008 - April 2009
Huntington Investment Company April 2007 - May 2008
Huntington National Bank June 2004 - September 2006
Skills
Investments, Banking, Series 7, Series 63, Insurance, Securities, Fixed Annuities, Retirement Planning, Structured Products, Unit Investment Trusts, Variable Annuities, Microsoft Office, Sales, Research, Retail, Financial Analysis, Asset Managment, Credit, Risk Management, REIT, Finance
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Michigan 2003 — 2007
of LSA, Economics
U.S. Bancorp Investments July 2012 - September 2015
Huntington Investment Company September 2010 - July 2012
Fidelity Investments April 2006 - March 2009
Fidelity Investments September 1999 - March 2006
Fidelity Investments May 1998 - September 1999
Skills
Mutual Funds, Securities, Equities, Insurance, Investments, Management, Series 7, Series 63, Series 24, Series 4, Series 3, Series 53, Series 9, Series 10, Series 66, Variable Annuities, Life & Health Insurance..., Financial Services, Risk Management, Process Improvement, Analysis, Regulatory Compliance, Financial Markets, Supervision, General Securities..., Regulatory Examinations, Financial Risk, General Securities..., Options, Pre-approval, Microsoft Office, Microsoft Excel, Microsoft Word, Organizational..., Retail Sales, Prioritize Workload
Education
Palm Beach Atlantic University
BS, Business Administration
US Department of Labor September 2011 - Present
Huntington Investment Company March 2010 - September 2011
Citizens Bank October 2002 - July 2009
Education
Cameron University 1999 — 2001
MBA, Business Administration
Washington and Jefferson College 1992 — 1996
BA, Economics
Right Side of the Chart LLC January 2012 - Present
Independent February 2007 - Present
AmSouth Investment Services February 2006 - February 2007
Fifth Third Securities October 2001 - February 2006
Huntington Investment Company May 1998 - October 2001
Barnett Investments October 1996 - May 1998
Merrill Lynch May 1995 - July 1996
Skills
Options, Stocks, Investments, Trading, Securities, Investment Strategies, Investment Management, ETFs, Portfolio Management, Financial Services, Financial Analysis, Leadership
Education
Florida State University - College of Business
Bachelor's Degree, Marketing
Florida State University - College of Business
Bachelor of Science (B.S.), Multinational Business Operations
Volunteer Income Tax Assistance (VITA) through the IRS February 2015 - Present
North Salisbury Living Magazine January 2015 - Present
Central Kentucky Riding for Hope September 2003 - June 2013
Lexington Junior League August 2009 - December 2010
Huntington Investment Company September 2000 - October 2002
Skills
Event Planning, Customer Service, Nonprofits, Public Relations, Fundraising, Event Management, Budgets
Education
Franklin University 2000 — 2002
Master of Business Administration (M.B.A.)
University of Dayton 1991 — 1995
Bachelor's Degree, Elementary Education and Teaching
Huntington Investment Company 2013 - Present
JPMorgan Chase 2010 - 2013
Skills
Series 24, Microsoft Office, Series 7, Securities, Customer Service, Process Improvement, FINRA, Management, Investments, Financial Services, Leadership
Education
The Ohio State University
Huntington Investment Company July 2015 - Present
Bath & Body Works August 2007 - Present
Skills
Microsoft Office, Customer Service, Banking, Cash Handling, 10 Key, Lotus Notes, Outlook, SAP R/3, Quickbooks, Accounts Payable, QuickBooks, Accounts Receivable, Microsoft Excel, Sales, Retail Banking
Education
Grand Valley State University 2007 — 2010
BBA, Finance
Grand Valley State University 2007 — 2010
B.S., Mathematics
Muskegon Community College 2004 — 2006
Associates in Science and Arts
HH Gregg July 2014 - Present
Variety Wholesalers April 2014 - July 2014
Huntington National Bank July 2008 - October 2012
Huntington Investment Company May 2011 - February 2012
Hollywood Video 2005 - 2009
Hollywood Video 2005 - 2009
Skills
Investments, Retirement Planning, Wealth Management, Strategic Financial..., Series 7, Estate Planning, Retirement, Mutual Funds, Investment Advisory, Fixed Annuities, Asset Allocation, Portfolio Management, Financial Advisory, Uniform Combined State..., Investment Strategies, Asset Managment, Insurance, Securities, IRAs
Education
The Ohio State University 1999 — 2008
Bachelor, Family Resource Mangement
Maids About Columbus July 2014 - Present
Huntington Investment Company January 2014 - Present
PNC September 2011 - September 2012
Skills
Leadership, Microsoft Office, Event Planning, Customer Service, Team Building, Management, Event Management, Finance, Analysis, Public Speaking, Investments, Marketing, Sales, Process Improvement
Education
Ohio University 2005 — 2010
Bachelor of Arts, History
Huntington Investment Company August 2012 - Present
Westpac June 2010 - May 2012
Charles Schwab April 2002 - May 2010
Wells Fargo Financial May 2000 - April 2002
Skills
Banking, Investments, Retirement, Negotiation, Problem Solving, Consumer Lending, Small Business Lending, Sales Management, Account Management, Client Development, Project Management, International Business..., Retirement Planning, Portfolio Management, Mutual Funds, Leadership, Wealth Management, Loans
Education
Ashland University 2004 — 2007
Master of Business Administration (M.B.A.)
Kent State University 1998 — 2000
Bachelor of Science (B.S.), Finance
JPMorgan Chase December 2013 - Present
Chase Investment Services Corp 2005 - December 2013
Huntington Investment Company 2002 - 2005
BancOne Securities Corp 1997 - 2002
National City Bank 1975 - 1989
Skills
Series 7, Series 63, series 65, series 24, series 53, Ohio Health and Life
Education
Franklin University
BS, Business Administration
The Ohio State University
Mathematics
Huntington Investment Company December 1983 - Present
Skills
Leadership, Business Development, Technical Recruiting, Financial Recruiting, Passionate, Commtted to Helping..., Retirement planming, Legacy Planning, Talent Acquisition, Assets - Managed Money
Education
West Virginia Univeristy 1977 — 1981
Business
Alderson Broaddus University 1976 — 1978
AldersonBriaddus University 1976 — 1977
Huntington Investment Company June 2009 - Present
Fifth Third Securities August 2002 - June 2009
The Huntington Investment Company January 1998 - August 2002
Skills
Investments, Financial Analysis, Portfolio Management, Banking, Risk Management, Financial Planning, Management, Customer Service, Wealth Management, Insurance, Financial Services, Retirement Planning, Microsoft Office, Finance, Microsoft Excel, Leadership
Education
Ohio Wesleyan University 1988 — 1992
Bachelor of Arts (B.A.), Economics with a Management Concentration
Columbus St. Francis DeSales 1984 — 1988
High School