Huntington Investment Company

Description

Parent organization: Huntington Bancshares Subsidiary: The Huntington Investment Company, Asset Management Arm

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Huntington Investment Company Employees

Employee
Years
Job
Industry
Drew Diosi Drew Diosi Newark, Ohio Details
Drew Diosi's Huntington Investment Company Experience May 2011 - January 2013
Job Business Banking Client Manager at Huntington National Bank
Industry Banking
Experience
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

Rebecca Jackson - Volpe Rebecca Jackson - Volpe Chagrin Falls, Ohio Details
Rebecca Jackson - Volpe's Huntington Investment Company Experience March 2008 - September 2011
Job Commercial Lines CSR at Althans Insurance Agency
Industry Insurance
Experience
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

Cynthia Knight Cynthia Knight Fostoria, Ohio Details
Cynthia Knight's Huntington Investment Company Experience September 2007 - June 2013
Job Independent Representative at Avon
Industry Executive Office
Experience
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

Ricky Tomina Ricky Tomina Clinton Township, Michigan Details
Ricky Tomina's Huntington Investment Company Experience June 2015 - Present
Job Licensed Personal Banker Senior at Huntington Bank, Registered Investment Representative at Huntington Investment Co.
Industry Financial Services
Experience
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

Ben Overway Ben Overway Holland, Michigan Details
Ben Overway's Huntington Investment Company Experience December 2000 - October 2009
Job AVP Branch Manager at Macatawa Bank
Industry Banking
Experience
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

Frank Nobile Frank Nobile Dublin, Ohio Details
Frank Nobile's Huntington Investment Company Experience October 1995 - Present
Job SVP, Senior Financial Advisor
Industry Financial Services
Experience
Huntington Investment Company   October 1995 - Present

Skills
Strategic Financial...

Education
The Ohio State University   1981 — 1985
Bachelor of Applied Science (BASc), Finance, General

Natalie Danielle (Danielle Goslee) Knerr Natalie Danielle (Danielle Goslee) Knerr Lima, Ohio Details
Natalie Danielle (Danielle Goslee) Knerr's Huntington Investment Company Experience May 2015 - Present
Job Licensed Investment Sales Coordinator, Huntington Investment Company
Industry Financial Services
Experience
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

Christopher Egli Christopher Egli Perrysburg, Ohio Details
Christopher Egli's Huntington Investment Company Experience November 1999 - February 2005
Job Financial Advisor at First Federal Wealth Management
Industry Investment Management
Experience
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

David Girmann David Girmann Cincinnati Area Details
David Girmann's Huntington Investment Company Experience May 2014 - August 2015
Job Consultant at Strategy & Resources LLC
Industry Financial Services
Experience
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

Ingrid Martin, HIA, CEBS Ingrid Martin, HIA, CEBS Cleveland/Akron, Ohio Area Details
Ingrid Martin, HIA, CEBS's Huntington Investment Company Experience May 2011 - September 2012
Job Group Sales Representative at Ameritas
Industry Insurance
Experience
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

James E. Vines, Jr. James E. Vines, Jr. Columbus, Ohio Details
James E. Vines, Jr.'s Huntington Investment Company Experience June 2011 - Present
Job Functional Coordinator at HUNTINGTON INVESTMENTS
Industry Investment Banking
Experience
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

Jeffrey Archer, CRPC, CLU Jeffrey Archer, CRPC, CLU Charlotte, North Carolina Area Details
Jeffrey Archer, CRPC, CLU's Huntington Investment Company Experience April 1999 - March 2001
Job Professional Sales Executive, Client Relationship Manager, Business Development Pro, Wholesaler
Industry Financial Services
Experience
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

Stuart Grandlienard Stuart Grandlienard Columbus, Ohio Details
Stuart Grandlienard's Huntington Investment Company Experience April 2012 - September 2013
Job Campus Staff at Athletes in Action
Industry Religious Institutions
Experience
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

Karmen Gearhart, CLU®, CFP® Karmen Gearhart, CLU®, CFP® Muskegon, Michigan Details
Karmen Gearhart, CLU®, CFP®'s Huntington Investment Company Experience August 2006 - August 2012
Job Founding Partner at KarMel Financial Planners
Industry Financial Services
Experience
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

Alissa Groth Alissa Groth Cincinnati Area Details
Alissa Groth's Huntington Investment Company Experience 2006 - 2008
Job Controller, DIGS |Real Estate|Design|Construction|™
Industry Financial Services
Experience
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

Drew Clevenger Drew Clevenger Cleveland/Akron, Ohio Area Details
Drew Clevenger's Huntington Investment Company Experience November 2014 - Present
Job Store Banking Manager AVP, POD Leader at Huntington National Bank
Industry Banking
Experience
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

Tonya Hutchison Tonya Hutchison Lake Orion, Michigan Details
Tonya Hutchison's Huntington Investment Company Experience July 2013 - Present
Job Financial Advisor at Huntington Investment Company
Industry Investment Management
Experience
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

Casey Biddinger Casey Biddinger Lafayette, Indiana Details
Casey Biddinger's Huntington Investment Company Experience February 2011 - Present
Job Account Relationship Associate at Huntington Investment Company
Industry Banking
Experience
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

Melissa Pfister Melissa Pfister Columbus, Ohio Area Details
Melissa Pfister's Huntington Investment Company Experience November 2014 - Present
Job Personal Banker at Huntington National Bank
Industry Banking
Experience
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

Susan Wylie Susan Wylie Dublin, Ohio Details
Susan Wylie's Huntington Investment Company Experience June 2009 - July 2013
Job Branch Operations Manager at Plan for Your Tomorrow, Inc
Industry Financial Services
Experience
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

R. Matthew Wayt. R. Matthew Wayt. Indianapolis, Indiana Area Details
R. Matthew Wayt.'s Huntington Investment Company Experience January 2014 - Present
Job Senior Financial Advisor / Team Leader
Industry Financial Services
Experience
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

Stephanie Hinesley Stephanie Hinesley Greenwood, Indiana Details
Stephanie Hinesley's Huntington Investment Company Experience December 2001 - May 2005
Job AVP Branch Manager / Small Business Specialist Regions Bank
Industry Banking
Experience
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

Raymond Kramer Raymond Kramer Carmel, Indiana Details
Raymond Kramer's Huntington Investment Company Experience April 2007 - June 2009
Job Financial Advisor, Partner at Hutchens & Kramer Investment Management Group (Wells Fargo Advisors Financial Network)
Industry Investment Management
Experience
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

Pete Dunlap Pete Dunlap Dublin, Ohio Details
Pete Dunlap's Huntington Investment Company Experience 2000 - 2012
Job Director Investment Sales at Citizens Bank
Industry Financial Services
Experience
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

Anna Michaelson Anna Michaelson Westerville, Ohio Details
Anna Michaelson's Huntington Investment Company Experience April 2006 - August 2010
Job Regional Marketing Director at Lincoln Financial Group
Industry Financial Services
Experience
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

Jon Pastoor Jon Pastoor Greater Grand Rapids, Michigan Area Details
Jon Pastoor's Huntington Investment Company Experience July 2015 - Present
Job Personal Banker at Huntington National Bank
Industry Banking
Experience
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

Jennifer Triplett Jennifer Triplett Columbus, Ohio Area Details
Jennifer Triplett's Huntington Investment Company Experience June 2015 - Present
Job at
Industry Financial Services
Experience
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.

Whitney Schaefer Whitney Schaefer Cincinnati, Ohio Details
Whitney Schaefer's Huntington Investment Company Experience January 2011 - Present
Job Account Relationship Associate at Huntington Investment Company
Industry Investment Banking
Experience
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

Jeff McKanna Jeff McKanna Bluffton, Ohio Details
Jeff McKanna's Huntington Investment Company Experience April 2009 - November 2009
Job Business Owner & Investor
Industry Real Estate
Experience
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

Amanda Lyons Amanda Lyons Akron, Ohio Details
Amanda Lyons's Huntington Investment Company Experience March 2011 - September 2012
Job Financial Planning Analyst at Cornerstone Capital Advisors
Industry Financial Services
Experience
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

Paul Gartner Paul Gartner Columbus, Ohio Area Details
Paul Gartner's Huntington Investment Company Experience February 1998 - April 2012
Job Sales Leader and Coach in Wealth Management Business
Industry Financial Services
Experience
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

Joshua Smail Joshua Smail Greater Detroit Area Details
Joshua Smail's Huntington Investment Company Experience August 2005 - October 2011
Job AVP Internal Wholesaler with Bluerock Capital Markets
Industry Investment Management
Experience
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

Amy Grunden Amy Grunden Columbus, Ohio Details
Amy Grunden's Huntington Investment Company Experience May 2006 - Present
Job Associate Team Leader at Huntington Investment Company
Industry Financial Services
Experience
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

Jared Rispinto Jared Rispinto Cleveland/Akron, Ohio Area Details
Jared Rispinto's Huntington Investment Company Experience October 2009 - Present
Job Vice President, Senior Financial Advisor
Industry Financial Services
Experience
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

Jordan Bable, CPA(Inactive) Jordan Bable, CPA(Inactive) Pittsburgh, Pennsylvania Details
Jordan Bable, CPA(Inactive)'s Huntington Investment Company Experience January 2008 - August 2009
Job Doctoral Student in Accounting
Industry Higher Education
Experience
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

Jeffrey Biernat Jeffrey Biernat Greater Detroit Area Details
Jeffrey Biernat's Huntington Investment Company Experience December 1998 - June 2005
Job Personal Financial Representative at Allstate Financial Services
Industry Financial Services
Experience
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

Darryl Baker Darryl Baker Columbus, Ohio Area Details
Darryl Baker's Huntington Investment Company Experience October 2013 - May 2015
Job Account Manager at Homeside Financial
Industry Financial Services
Experience
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.

Holli J. Alexander Holli J. Alexander Cincinnati Area Details
Holli J. Alexander's Huntington Investment Company Experience August 2012 - November 2013
Job Senior Relationship Manager, Schwab Advisor Services
Industry Financial Services
Experience
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

Steve Zeller Steve Zeller Columbus, Ohio Area Details
Steve Zeller's Huntington Investment Company Experience July 2015 - Present
Job Financial Advisor at Huntington Investment Company
Industry Financial Services
Experience
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

Amy Conner Amy Conner Tampa, Florida Details
Amy Conner's Huntington Investment Company Experience December 1999 - April 2002
Job Operations Director at BluIndigo
Industry Food & Beverages
Experience
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

William Knudsen William Knudsen Greater Detroit Area Details
William Knudsen's Huntington Investment Company Experience April 2008 - June 2015
Job Wealth Advisor at LPL Financial
Industry Financial Services
Experience
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

Cheryl Kehlmier Cheryl Kehlmier Columbus, Ohio Area Details
Cheryl Kehlmier's Huntington Investment Company Experience May 2012 - Present
Job Personal Banker Senior Huntington National Bank
Industry Insurance
Experience
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

Sean Belton Sean Belton Hebron, Kentucky Details
Sean Belton's Huntington Investment Company Experience December 2003 - March 2005
Job Regional Marketing Consultant at FTJ FundChoice
Industry Investment Management
Experience
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

Chris Clewell, CFP® Chris Clewell, CFP® Zanesville, Ohio Details
Chris Clewell, CFP®'s Huntington Investment Company Experience January 2006 - November 2006
Job Vice President at Community Financial Advisors, a Division of the Community Bank
Industry Investment Management
Experience
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

Christopher Pedigo Christopher Pedigo Virginia Beach, Virginia Details
Christopher Pedigo's Huntington Investment Company Experience July 2011 - September 2014
Job Vice President/Financial Advisor
Industry Financial Services
Experience
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

Wendy Barta Wendy Barta Columbus, Ohio Area Details
Wendy Barta's Huntington Investment Company Experience December 1998 - April 2000
Job Vice President, Relationship Manager
Industry Investment Management
Experience
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)

Dave Rodenbeck, MBA Dave Rodenbeck, MBA Columbus, Ohio Details
Dave Rodenbeck, MBA's Huntington Investment Company Experience May 2011 - August 2012
Job Managing Associate, The Paragon Financial , ***Seeks career opportunity
Industry Financial Services
Experience
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

Dan VandenBosch Dan VandenBosch Grand Rapids, Michigan Details
Dan VandenBosch's Huntington Investment Company Experience October 2010 - Present
Job Government Banking Relationship Manager at Huntington National Bank
Industry Banking
Experience
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

Lindsey Patten, MBA Lindsey Patten, MBA Dayton, Ohio Area Details
Lindsey Patten, MBA's Huntington Investment Company Experience February 2015 - Present
Job Regional Account Relationship Associate, Sr. at Huntington Investment Company
Industry Investment Banking
Experience
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)

Sarah Richards (Gleich) Sarah Richards (Gleich) Greater Detroit Area Details
Sarah Richards (Gleich)'s Huntington Investment Company Experience April 2012 - Present
Job account relationship associate at Huntington investment company
Industry Financial Services
Experience
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

Gregg DiGeronimo Gregg DiGeronimo Cleveland/Akron, Ohio Area Details
Gregg DiGeronimo's Huntington Investment Company Experience February 2001 - August 2005
Job National Sales Manager at Key Investment Services, LLC
Industry Investment Management
Experience
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

Bill Bohney Bill Bohney Indianapolis, Indiana Details
Bill Bohney's Huntington Investment Company Experience April 2012 - January 2014
Job Financial Advisor at VALIC
Industry Financial Services
Experience
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

Dave Rodenbeck, MBA Dave Rodenbeck, MBA Dublin, Ohio Details
Dave Rodenbeck, MBA's Huntington Investment Company Experience May 2011 - August 2012
Job Financial Advisor Representative at Nationwide Financial
Industry Financial Services
Experience
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

Nicole Haskett Nicole Haskett Greater Detroit Area Details
Nicole Haskett's Huntington Investment Company Experience March 2010 - March 2015
Job Associate Wealth Advisor Securities offered through First Allied Securities Inc., Member FINRA/SIPC
Industry Financial Services
Experience
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

Kurt Isaly Kurt Isaly Columbus, Ohio Area Details
Kurt Isaly's Huntington Investment Company Experience February 2010 - September 2010
Job
Industry Banking
Experience
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

Karl Hamilton Karl Hamilton Tampa/St. Petersburg, Florida Area Details
Karl Hamilton's Huntington Investment Company Experience April 1998 - February 2002
Job Financial Advisor Manager and Coach Helping Advisors Build a World Class Practice
Industry Financial Services
Experience
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

Joshua Mesenburg Joshua Mesenburg Sandusky, Ohio Details
Joshua Mesenburg's Huntington Investment Company Experience October 2010 - May 2012
Job Financial Advisor / Senior Account Executive
Industry Financial Services
Experience
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

William Poindexter William Poindexter Columbus, Ohio Area Details
William Poindexter's Huntington Investment Company Experience March 2013 - Present
Job Client Relationship Specialist, Financial Advisor at The Huntington Investment Company
Industry Financial Services
Experience
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

Janna Bender Janna Bender Columbus, Ohio Area Details
Janna Bender's Huntington Investment Company Experience January 1997 - June 2008
Job at FocusCFO
Industry Financial Services
Experience
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

Elisha Cofer Elisha Cofer Columbus, Ohio Area Details
Elisha Cofer's Huntington Investment Company Experience June 1993 - Present
Job Product Specialist and Trader at The Huntington Investment Co
Industry Financial Services
Experience
Huntington Investment Company   June 1993 - Present

Education
Miami University   1993 — 1997
Economics, Economics

TJ Brudzinski TJ Brudzinski Columbus, Ohio Area Details
TJ Brudzinski's Huntington Investment Company Experience August 2001 - Present
Job SVP, Managing Director at Huntington Investment Company
Industry Capital Markets
Experience
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

Lynne Borsos Lynne Borsos Cleveland/Akron, Ohio Area Details
Lynne Borsos's Huntington Investment Company Experience April 2013 - Present
Job Functional Coordinator at Huntington National Bank
Industry Financial Services
Experience
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

Dana DiVergilio Dana DiVergilio Greater Detroit Area Details
Dana DiVergilio's Huntington Investment Company Experience April 2005 - April 2013
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
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

Jill Israel Jill Israel Columbus, Ohio Area Details
Jill Israel's Huntington Investment Company Experience February 2014 - Present
Job Advisor Development and Product Strategy at The Huntington Investment Company
Industry Investment Banking
Experience
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.)

Katherine Burgess Katherine Burgess Greater Detroit Area Details
Katherine Burgess's Huntington Investment Company Experience September 2011 - February 2013
Job Vice President Business Consultant at LPL Financial
Industry Financial Services
Experience
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

Brian Przeracki Brian Przeracki Columbus, Ohio Area Details
Brian Przeracki's Huntington Investment Company Experience July 2003 - November 2004
Job Vice President, USPB KYC Business Quality Control
Industry Financial Services
Experience
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

Coit Black Coit Black Defiance, Ohio Details
Coit Black's Huntington Investment Company Experience April 2010 - September 2013
Job Territory Sales Representative at Mitek Sports Medicine
Industry Medical Devices
Experience
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

Mariah van Fossen Mariah van Fossen Greater Grand Rapids, Michigan Area Details
Mariah van Fossen's Huntington Investment Company Experience January 2012 - January 2013
Job Executive Assistant at Hungerford Nichols
Industry Hospitality
Experience
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

Mark W. Ambrose, CFP Mark W. Ambrose, CFP Wexford, Pennsylvania Details
Mark W. Ambrose, CFP's Huntington Investment Company Experience August 2010 - May 2011
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
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

Steve Dahlke Steve Dahlke Columbus, Ohio Area Details
Steve Dahlke's Huntington Investment Company Experience October 2012 - Present
Job SVP, Chief Compliance Officer
Industry Financial Services
Experience
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

Arna (Lancaster) Moore Arna (Lancaster) Moore Greater Detroit Area Details
Arna (Lancaster) Moore's Huntington Investment Company Experience December 2009 - March 2015
Job AVP, Financial Consultant
Industry Financial Services
Experience
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

Lance Mogdics Lance Mogdics Seattle, Washington Details
Lance Mogdics's Huntington Investment Company Experience April 2007 - May 2008
Job Regional Vice President at Incapital
Industry Financial Services
Experience
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

Jerrie J St Clair Jerrie J St Clair Cincinnati Area Details
Jerrie J St Clair's Huntington Investment Company Experience September 2010 - July 2012
Job Financial Professional
Industry Financial Services
Experience
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

Jody Harrison, MBA Jody Harrison, MBA Greater Pittsburgh Area Details
Jody Harrison, MBA's Huntington Investment Company Experience March 2010 - September 2011
Job Wage Hour Investigator
Industry Law Enforcement
Experience
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

Randy Phinney Randy Phinney Fort Myers, Florida Details
Randy Phinney's Huntington Investment Company Experience May 1998 - October 2001
Job Owner of Right Side of the Chart LLC
Industry Financial Services
Experience
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

Amy Dineen Amy Dineen West Lafayette, Indiana Details
Amy Dineen's Huntington Investment Company Experience September 2000 - October 2002
Job Resident Writer at North Salisbury Living Magazine
Industry Nonprofit Organization Management
Experience
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

Benjamin Kindred Benjamin Kindred Columbus, Ohio Area Details
Benjamin Kindred's Huntington Investment Company Experience 2013 - Present
Job Compliance Specialist Huntington National Bank
Industry Banking
Experience
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

Jessica Bosma Jessica Bosma Greater Grand Rapids, Michigan Area Details
Jessica Bosma's Huntington Investment Company Experience July 2015 - Present
Job Account Relationship Associate at Huntington Investment Company
Industry Financial Services
Experience
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

craig orr craig orr Columbus, Ohio Area Details
craig orr's Huntington Investment Company Experience May 2011 - February 2012
Job Retail Store Manager
Industry Financial Services
Experience
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

Victor Shambora Victor Shambora Columbus, Ohio Area Details
Victor Shambora's Huntington Investment Company Experience January 2014 - Present
Job HIC Product Specialist at Huntington National Bank
Industry Financial Services
Experience
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

Nathan Witkowski, MBA Nathan Witkowski, MBA Cleveland/Akron, Ohio Area Details
Nathan Witkowski, MBA's Huntington Investment Company Experience August 2012 - Present
Job Wealth Advisor, Private Client Group
Industry Financial Services
Experience
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

Donna Simonson Donna Simonson Columbus, Ohio Area Details
Donna Simonson's Huntington Investment Company Experience 2002 - 2005
Job Administration Manager at JPMorgan Chase
Industry Investment Management
Experience
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

Van Abulaban Van Abulaban Greater Pittsburgh Area Details
Van Abulaban's Huntington Investment Company Experience December 1983 - Present
Job SVP WV Area Manager at Huntington Investment Company
Industry Investment Management
Experience
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

Andrew W. Kessinger Andrew W. Kessinger Columbus, Ohio Area Details
Andrew W. Kessinger's Huntington Investment Company Experience June 2009 - Present
Job Vice President, Sr. Financial Advisor, at Huntington Investment Company
Industry Financial Services
Experience
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