Key Investment Services
Industry: Company
DescriptionParent organization: KeyBank Subsidiary: Key Investment Services Llc, Asset Management Arm
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Key Investment Services Employees
Addison Avenue Investment Services, Raymond James Financial Services September 2011 - Present
Key Investment Services August 2008 - September 2011
SELCO Financial Solutions January 2006 - July 2008
Skills
Retirement Planning, Investments, Retirement, Asset Allocation, Wealth Management, Wealth Management..., 401k Rollovers, Series 7, IRAs, Mutual Funds, Investment Portfolios, Roth IRA, Stocks, Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Tax-advantaged..., Qualified Retirement..., Series 65, College Education..., Uniform Combined State...
Education
University of Oregon 1998 — 2002
Bachelor of Science (B.S.)
J.P. Morgan Securities July 2014 - Present
Key Investment Services January 2013 - July 2014
Key Bank February 2008 - January 2013
Key Bank January 2006 - January 2008
Ohio Savings Bank March 2004 - January 2006
US Bank (f.k.a. The Leader Mortgage Company) October 2002 - October 2003
JPMorgan Chase January 2000 - October 2002
Education
University of Findlay 2007 — 2008
Business Management, 3.95
Cuyahoga Community College 1995 — 1997
AA Associate of Arts, Liberal Studies
University of Toledo 1994 — 1995
Criminal Justice
Brunswick
First Tech Federal Credit Union/ Addison Avenue Investment Services April 2009 - Present
Key Investment Services October 2007 - April 2009
Morgan Stanley January 2007 - October 2007
Prudential Financial May 2005 - December 2006
Skills
Strategic Financial..., Retirement Planning, Investment Advisory, Financial Advisory, Finance, Retirement, Banking, Wealth Management, Investment Strategies, Asset Allocation, Series 63, Estate Planning, Series 7
Education
Albertson College of Idaho 2002 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
National American University 2000 — 2002
Law and Finance
Sunrise Wealth Management March 2014 - Present
Key Investment Services October 2009 - March 2014
RBC Wealth Management April 2007 - October 2009
Russell Investments October 2002 - April 2007
Skills
Wealth Management, Retirement Planning, Portfolio Management, Financial Advisory, Retirement, Finance, Financial Services, Banking, Investment Advisory, Investment Strategies, Mutual Funds, Wealth Management..., Series 63
Education
University of Washington 1999 — 2001
Bachelor of Arts (B.A.), Business Administration and Management
Pierce College 1997 — 1999
Associate of Arts (A.A.), Business Administration and Management, General
Lincoln of Delray Beach, Florida July 2014 - Present
JPMorgan Chase May 2010 - February 2014
Key Investment Services February 2006 - July 2008
Fifth Third Securities 2003 - 2006
Morgan Stanley 2001 - 2003
Skills
Management, Portfolio Management, Wealth Management, Equities
Education
Sinclair Community College 1996 — 2000
Finance Cirriculum, Finance and Financial Management Services
TIAA-CREF May 2015 - Present
TIAA-CREF July 2012 - Present
Key Investment Services August 2009 - July 2012
JPMorgan Chase October 2007 - August 2009
Education
Le Moyne College 2006 — 2009
Master of Business Administration (M.B.A.)
Cazenovia College 2001 — 2005
Bachelors of Science, Management
Cambridge Investment Research, Inc. September 2012 - Present
Grubb Financial Services September 2012 - Present
Key Investment Services July 2010 - September 2012
National City Bank September 2008 - July 2010
Aon August 2006 - July 2008
Bureau of Workers Compensation March 2006 - August 2006
National City May 2003 - March 2006
Skills
Retirement Planning, Insurance, Financial Planning, Investments, Retirement, Fixed Annuities, Estate Planning, Strategic Financial..., Investment Advisory..., Mutual Funds, 401k, Medicare, Insurance Solutions, Retirement Income..., Tax Sensitive Investing, Investment Advising, Business Succession..., Medicare Planning, 401k Educator, Health Insurance, Social Security, 1031 Exchanges, Finance, Financial Services, Wealth Management, Employee Benefits, Securities
Education
The Ohio State University 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Actuarial Science
Central Alabama Community College 2001 — 2001
General Electives
Licking Valley High School 1997 — 2001
College Prep
Charles Schwab April 2014 - Present
Charles Schwab August 2012 - March 2014
Key Investment Services February 2011 - February 2012
Edward Jones January 2007 - January 2011
Merrill Lynch April 2006 - November 2006
Colorado College September 1998 - March 2006
Education
Grinnell College 1986 — 1988
Bachelor of Arts (B.A.), Psychology
Morgan Stanley Private Wealth Management April 2014 - Present
Edward Jones February 2013 - Present
Chuck Jones & Associates, Inc. November 2011 - October 2012
Key Investment Services October 2008 - September 2011
The Welch Group, LLC December 1999 - July 2001
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Strategic Financial..., Series 24, Series 63, Mutual Funds, Uniform Combined State..., Series 65, Microsoft Excel, Asset Managment, Investment Advisory, Series 6, Portfolio Management
Education
Portland State University - School of Business 2005 — 2008
Business, Finance
PNC March 2009 - Present
National City, now a part of PNC January 2009 - March 2009
National City Bank August 2008 - January 2009
KeyBank 2001 - February 2008
KeyBank 2000 - 2001
KeyBank 1999 - 2000
KeyBank 1998 - 1999
Key Investment Services 1995 - 1998
Morgan Stanley Dean Witter 1994 - 1995
Cleveland MagiSeal 1990 - 1994
Skills
E-business, Website Management, Problem Solving, Banking, Product Management, E-commerce, Product Marketing, Interactive Marketing, Digital Marketing, Customer Experience, Online Marketing, Business Analysis, Financial Services, Strategic Planning, Multi-channel Marketing, Product Development, Business Strategy, Ad Serving, Online Advertising, DoubleClick for..., Sales, Vendor Management, Program Management, Process Improvement, Management, Team Leadership, Analysis, Business Process, Marketing, Training, Business Planning, Team Building, Competitive Analysis, Quality Assurance, Analytics, CRM, Strategy, Leadership
Education
Miami University 1982 — 1986
Bachelors, Political Science, History
Brunswick High School 1978 — 1982
Wells Fargo Advisors, LLC October 2010 - Present
Key Investment Services August 2008 - October 2010
JPMorgan Chase October 2005 - August 2008
Education
Fort Lewis College
BA, Business Management
Northeastern Junior College
Metropolitan State College of Denver
KeyBanc Capital Markets April 2013 - November 2014
UBS March 2011 - April 2013
Key Investment Services June 2006 - March 2011
Bank of the West (formerly known as Commercial Federal Bank) February 2000 - June 2006
Skills
Series 7, Series 24, Series 63, Asset Allocation, Mutual Funds, Retirement Planning, Equities, Fixed Annuities, Retirement, FINRA, Securities, Uniform Combined State..., Investment Advisory, Wealth Management, Asset Management, Investments, Series 6, Insurance, Fixed Income, Bonds, Swaps
Education
Bellevue University
MBA, Finance
Creighton Prep
Creighton University
BSBA, Marketing
Delicious Treats LLC 2012 - 2014
MSC Customized Training Solutions, LLC 2010 - 2012
Key Investment Services 2008 - 2010
National City 2002 - 2007
Metric Development 2000 - 2002
National City 1993 - 2000
Skills
Public Speaking, Key Account Management, Executive Management, Sales Skills Training, Consultative Selling, New Business Development, Training & Development, Key Account Development, Investments, Sales Management, Strategic Financial..., Sales Process, Financial Planning, Series 7, Series 63, Series 65, Retirement Planning, Series 24, Regional Managers, Mutual Funds, Financial Services, Wealth Management, Fixed Annuities, Business Management, Sales Leadership, Team Development, Training & Coaching, Customer Service, Program Development, Outreach & Engagement, Best Practices..., Infrastructure Design, Business Development, Team Shaping, Talent Acquisition &..., Sales Strategies, Relationship Cultivation, Sales Growth, Referral Management, Team Leadership, Culture Shaping, Business Expansion, Startup Operations, Change Management
Education
Case Western Reserve University - Weatherhead School of Management
Bachelor of Science (BS), Management & Accounting
University of Pennsylvania - The Wharton School
Securities Industry Institute - 3 year program
American Legion of the US, J. Zaloga Post # 1520 Albany NY 2012 - Present
Commonwealth Financial Network January 2001 - Present
MVP Health Care 2013 - 2014
MVP Health Care 2013 - 2014
American Legion of the United States of America 2012 - 2014
CDPHP 2006 - 2014
CDPHP 2006 - 2014
Key Investment Services January 1989 - January 2001
US Navy December 1980 - December 1984
Skills
Series 7, Retirement Planning, Mutual Funds, Retirement, Series 63, Wealth Management, Strategic Financial..., Investments, Investment Advisory, Securities, Fixed Annuities, Asset Allocation, Estate Planning, 401k, Portfolio Management, Life Insurance, Insurance, Health Insurance, Financial Advisory, Management, Financial Services, Strategic Planning, Finance
Education
The College of Saint Rose 1992 — 1994
MBA, Finance
State University of New York at Albany 1985 — 1988
Bachelor of Arts, Political Sciece and History
Catskill High School 1976 — 1980
General Education Degree (GED), General Education
Springs Valley Bank & Trust January 2012 - Present
Springs Valley Financial Services September 2009 - Present
Key Investment Services May 2003 - September 2009
Bank One February 2000 - May 2003
Skills
Retirement Planning, Investments, Insurance, Finance, Banking, Financial Services, Securities, Retail Banking, Wealth Management, Long Term Care Insurance, Relationship Building, Life Insurance
Education
Marian College
Business Marketing
Vincennes University
Social Work
LPL Financial LLC December 2007 - Present
Key Investment Services January 2007 - December 2008
McDonald Investments February 2002 - December 2006
NCR Corporation February 1980 - December 2000
Skills
Finance, Securities, Insurance, Strategic Planning, Sales, Sales Management, Leadership, Series 63, Customer Service, FINRA, Investments, Business Development, Executive Management
Education
Weatherhead School of Management at Case Western Reserve University 1980 — 1985
MBA, Information Technology
John Carroll University 1973 — 1977
BA, English
Currently Retired February 2011 - August 2012
UBS February 2011 - August 2012
Key Investment Services January 2007 - 2009
Skills
Series 7, Retirement Planning, Real Estate, Wealth Management, Finance, Strategic Planning
Education
San Jose State University
BA, Sociology/Psychology/Eastern Philosopy
PNC Investments January 2013 - Present
PNC Investments June 2011 - January 2013
Key Investment Services March 2008 - June 2011
Education
University of Arizona 1995 — 1999
Bachelor of Science (B.S.), Finance and Business Economics
Janney Montgomery Scott February 2006 - Present
McDonald Financial Group June 1999 - February 2006
Key Investment Services February 1991 - June 1999
Mirage 1989 - 1991
Mirage 1989 - 1991
Skills
Retirement Planning, Wealth Management, Financial Planning, Estate Planning, High Net Worth..., Strategic Financial..., Fixed Annuities, Investment Advisory, Series 7, Asset Allocation, Series 65, Investment Strategies, 401k, Retirement, Mutual Funds, Series 63
Education
Syracuse University 1989 — 1991
Business, Accounting
Onondaga Community College 1987 — 1989
Business, Economics
Fayetteville Manlius High School 1982 — 1986
Pioneer Investments April 2012 - Present
Key Investment Services November 2006 - April 2012
Skills
Mutual Funds, Series 7, Asset Allocation, Financial Advisory, Wealth Management, Investment Strategies, Investments, Separately Managed..., Series 6, Fixed Annuities, Asset Managment, Retirement Planning, Series 63, Variable Annuities, Series 65
Education
Kent State University
Bachelor of Arts (B.A.)
LPL Financial January 2014 - Present
Key Investment Services December 2012 - January 2014
Merrill Lynch January 2011 - December 2012
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Strategic Financial..., Mutual Funds, Series 63, Portfolio Management, Investments, Investment Strategies, Mortgage Lending, Credit
Education
San Diego State University-California State University 2000 — 2004
Bachelor’s Degree, Business Administration and Information Systems
PNC Investments (Unofficial) October 2014 - Present
PNC Investments March 2013 - October 2014
Key Investment Services May 2003 - March 2013
JPMorgan Chase June 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Access
Education
Kent State University 2002 — 2005
Bachelor's of Science, Marketing
Vantage Financial Group, Inc. January 2011 - Present
Key Investment Services September 2009 - January 2011
JPMorgan Chase November 2006 - September 2009
Bank of America May 2004 - November 2006
Skills
Retirement Planning, Investments, Series 7, Retirement, Insurance, Strategic Financial..., Series 63, Series 65, Securities
Education
Bowling Green State University 2000 — 2004
Bachelor of Business Administration (BBA), Marketing
Bellevue Senior High School 1996 — 2000
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
KeyBank August 2014 - Present
Key Investment Services August 2011 - July 2014
KeyBank August 2011 - July 2014
Woodforest National Bank November 2010 - July 2011
Chase Investment Services February 2009 - November 2010
JPMorgan Chase October 2008 - November 2010
Labor Ready September 2007 - February 2009
Skills
Sales, Banking, Retirement Planning, Small Business Lending, Mortgage Lending, Lines Of Credit, Microsoft Office, Cross Selling, Merchant Services, Outside Sales, Series 6, Series 63, Life Insurance, Fixed Annuities, Variable Annuities, Consumer Lending, NYS Notary Public, Financial Analysis, Credit Cards, Home Equity Loans, Business Acumen, Mutual Funds, Retail Banking, Computer Hardware, Sales Operations, Marketing, Loans, Credit, Finance
Education
Montclair State University
Morris County Vocational School District
Financial Center Federal Credit Union June 2013 - Present
Key Investment Services February 2010 - June 2013
First Indiana/M&I Bank April 2008 - February 2010
Bank One/Chase Investments April 2004 - April 2008
Fifth Third Bank June 2002 - May 2004
Prudential Securities, Robert Baird, Raymond James May 1992 - June 2002
Consumer Finance September 1986 - March 1992
Skills
Banking, Customer Service, Investments, Management, Finance, Loans, Financial Services, Leadership, Team Building, Mutual Funds, Financial Analysis
Education
Indiana University Bloomington 1982 — 1986
Bachelor's degree, Economics
Prosperity Financial Advisors LLC October 2007 - Present
Lincoln Financial Group 2012 - Present
Key Investment Services 2004 - 2007
Huntington Securities July 2003 - February 2004
Banc One Securites May 1994 - July 2003
Skills
Wealth Management..., Investment Advisory, Retirement Income..., Personal Financial..., Fee Based Planning, Holistic Financial..., Member SIPC, Member FINRA, Investment Advisor..., Qualified Retirement..., 401k, 401k Rollovers, Simple Plans, Insurance, Health Insurance, Disability Insurance, Life Insurance, Irrevocable Life..., Life & Health Insurance..., Series 7, Series 6, Series 63, Series 65, FINRA, Retirement Planning, Financial Advisory, Retirement, Strategic Financial..., Asset Allocation, Banking, Investments, Asset Management, Financial Services, Finance, Portfolio Management, IRAs, Long Term Care Insurance, Small Business, Roth IRA, Financial Planners, Investment Strategies, Wealth, Wealth Accumulation, Employee Benefits, Estate Planning, Wealth Management, Mutual Funds, Fixed Annuities, ETFs, Financial Planning
Education
University of Indianapolis
Talmer Bank and Trust January 2010 - Present
Key Investment Services March 2007 - January 2010
Woodbury Financial Services October 2006 - March 2007
National City Bank April 2004 - October 2006
American General Finance July 2002 - April 2004
Skills
Financial Planning, Financial Services, Banking, Sales, Sales Management, Investments, Finance, Credit, Loans, Securities, Retirement Planning, Mutual Funds, Financial Analysis, Portfolio Management
Education
Ohio University 1997 — 2002
Bachelor of Science (BS), Sports Management Business Administration
Key Investment Services April 2014 - Present
J.P. Morgan November 2011 - March 2014
JPMorgan Chase November 2009 - October 2011
A.C. Lawrence & Company, Real Estate May 2009 - November 2009
Vantage Properties, LLC June 2007 - July 2009
Barak Realty January 2007 - June 2007
Nestle March 2006 - January 2007
US Army January 2000 - February 2006
Skills
Retail Banking, Banking Relationships, Financial Advisory, Military Experience, Banking, Finance, Separately Managed..., Strategic Financial..., Wealth Preservation..., Wealth Management, Market Analysis, Investment Products, Strategic Planning, Mutual funds, Equity Trading, Real Estate, Financial Analysis, Administrative..., Fixed Annuities, Variable Annuities, Sales Representatives, Relationship Management, Human Resources, Credit, Sales, Investments, Financial Services, Loans, Managerial Finance, Marketing, Mutual Funds, Financial Planning, Management, Customer Service, Leadership, Series 7, Insurance, Microsoft Office, Asset Management, Portfolio Management, Risk Management, Series 63, Negotiation, Equities, Retirement Planning, Microsoft Excel, Investment Advisory, Credit Analysis, Marketing Strategy
Education
Monroe College 2010 — 2012
MBA, Finance
City University of New York-Herbert H. Lehman College 2007 — 2010
Bachelor, Marketing
Hawaii Pacific University 2001 — 2005
Associates, Computer Science
jcpenney June 2014 - Present
jcpenney October 2013 - June 2014
Key Investment Services December 2012 - May 2013
KeyBanc Capital Markets July 2007 - October 2012
McDonald Investments Inc May 1999 - March 2007
The Strongsville Savings Bank January 1983 - May 1999
Skills
Management, Customer Service, Investments, Fixed Income, Securities, Capital Markets, Series 63, Finance, Financial Analysis, Bonds, Series 7, Mortgage Lending, Bloomberg, Retail Banking, Retirement Plan..., 401k, IRAs, Apparel, Cashiering, Retail, Training, Leadership, Team Development, Sales, Microsoft Excel, Microsoft Office, Team Building, Strategic Planning
Education
Kent State University 1970 — 1974
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Welltok, Inc. March 2015 - Present
GLR Strategy Group LLC August 2010 - Present
STARTEK April 2014 - September 2014
OneNeck IT Solutions October 2011 - April 2014
StarTek March 2009 - June 2010
Key Investment Services 2006 - March 2009
TeleTech 2005 - 2006
TeleTech 2002 - 2005
TeleTech 1999 - 2002
TeleTech 1996 - 1999
Skills
Business Process..., CRM, Cross-functional Team..., Outsourcing, Business Analysis, Strategy, Management, Business Intelligence, Operations Management, Project Management, Team Leadership, New Business Development, Solution Selling, Leadership, Business Process, PMO, BPO, Sales Management, Project Planning, Organizational..., Sales Operations, Vendor Management, Integration, Workforce Management, Call Center, Process Improvement, Professional Services, Call Centers, Service Delivery, Pre-sales, Customer Experience, Program Management, Sales, Cloud Computing, Telecommunications, SaaS, Change Management, VoIP, Enterprise Software, Business Development, Salesforce.com, Unified Communications, IT Management, Account Management
Education
Temple University - Fox School of Business and Management 1992 — 1993
Indiana University - Kelley School of Business 1981 — 1986
BS
Jake Klein March 2010 - Present
Key Investment Services 2008 - 2010
Edward Jones October 2005 - September 2008
California Closets December 1999 - September 2005
EZ-NetTools August 2000 - April 2003
Education
Brigham Young University - Idaho 2000 — 2003
Business
Ricks College 1995 — 1997
Business
Liberty High School
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
Wells Fargo Advisors September 1999 - Present
Key Investment Services September 1997 - September 1999
Charles Schwab May 1993 - September 1997
Skills
Asset Allocation, Investments, Retirement Planning, Asset Management, Financial Advisory, High Net Worth..., Wealth, Investment Advisory
Education
University of Southern Maine - School of Business 1998 — 2001
MBA, Finance
California State University-Long Beach - College of Business Administration 1987 — 1991
BS, Finance
Quantum Wealth Strategies LLC December 2011 - Present
Key Investment Services October 2010 - December 2011
Edward Jones October 2007 - October 2010
Tucson Police Department May 1994 - October 2007
Education
Northern Arizona University 2002 — 2004
Master of Science
University of Arizona 1988 — 1992
Bachelor of Science
Key Investment Services July 2012 - Present
Key Investment Services October 2010 - July 2012
All Hands Volunteers, Inc March 2010 - June 2010
thinkorswim October 2006 - March 2010
Skills
Trading, Equities, Commodity, Bonds, Technical Analysis, Foreign Exchange, Investments, Options Strategies, Financial Analysis, Middle Office, Securities, Series 7, Derivatives
Education
Saint Bonaventure University 2002 — 2006
Finance
Key Bank April 2000 - Present
World Savings Corporation December 1999 - April 2000
KeyBank November 1997 - September 1999
Key Investment Services April 1995 - November 1997
Fidelity Investments March 1993 - April 1995
Wells Fargo May 1992 - January 1993
Wells Fargo August 1990 - May 1992
Wells Fargo November 1988 - August 1990
Wells Fargo September 1985 - November 1988
Target June 1982 - August 1985
Skills
Business Analysis, Lotus Notes, Financial Services, SDLC, Banking, Business Requirements, Requirements Gathering, Process Improvement, Vendor Management, Analysis, Risk Management, Business Process, Business Intelligence, Requirements Analysis, Management, Visio
Education
Iowa State University 1977 — 1982
BS, Retail Management
Boundary Systems September 2011 - Present
Key Bank April 2009 - September 2011
Key Investment Services April 2009 - August 2011
Huntington National Bank December 1998 - April 2009
Education
Cleveland State University 1996 — 2006
Bachelors of Business Administration, Finance
Collections Etc. June 2007 - Present
Collections Etc. 2007 - 2008
American Health Information Management Association 2005 - 2007
Rush Prudential 1998 - 2002
Unicare 1998 - 2002
WellPoint 1998 - 2002
First Chicago 1997 - 2000
Key Investment Services 1991 - 1997
Chicago Stock Exchange 1980 - 1991
Education
Loyola University Chicago 1988 — 1991
Mundeline College 1988 — 1991
ba, business adminstration
Wendell Phillps 1966 — 1970
college preparation
Kaiser High School July 2013 - Present
Kihei Stem Academy September 2012 - Present
Paul Public Charter School September 2011 - June 2012
Mercyhurst College August 2008 - October 2011
Mercyhurst College August 2009 - May 2010
Mercyhurst College September 2008 - March 2010
X Shares Securities June 2007 - June 2008
Key Investment Services February 2006 - August 2006
Skills
Curriculum Design, Educational Technology, Higher Education, Curriculum Development, Staff Development
Education
Mercyhurst University 2008 — 2011
MS, Education
Gannon University 1994 — 1998
BA, Communications
FITS, Inc August 2008 - Present
Key Investment Services May 2005 - August 2008
ADP/SIS (Broadridge) 2000 - 2005
Southwest Securities February 1999 - November 1999
First Southwest Company September 1994 - February 1999
Skills
Options, Back Office, Banking, Settlement, Asset Management, Business Analysis, Insurance, Equities, Operations Management, Business Process..., Strategic Planning, Vendor Management, Securities, Fixed Income, Mutual Funds, Risk Management, Derivatives, Financial Services, Capital Markets, Middle Office, Portfolio Management, Analysis, Strategy, Asset Managment, Project Management
Education
McMurry University 1993 — 1994
Banking/Finance, Political Science
Myles Wealth Management May 2015 - Present
Key Investment Services July 2012 - May 2015
Chase Investment Service August 2010 - July 2012
Credit Suisse February 1992 - July 2008
Skills
Investments, Equities, Marketing Strategy, Asset Management, Public Speaking, Mutual Funds, Financial Services, Process Improvement, Portfolio Management, Team Building, Finance, Series 7, Wealth Management, Alternative Investments, Equity Trading, Financial Analysis, Fixed Income, Series 63
Education
Bryant University 1975 — 1978
bachelor science, business administration
Available in Panama City, FL and Surrounding Areas for Position September 2015 - Present
Publicis Touchpoint Solutions, Inc. February 2012 - August 2015
athenahealth May 2009 - February 2012
Key Investment Services December 2006 - May 2009
Bank of America January 2005 - December 2006
MetLife May 2002 - December 2004
Wachovia Bank January 1987 - May 2002
Skills
Uniform Combined State..., Series 7, Retirement Planning, Series 65, Series 63, Retirement, Mutual Funds, Wealth Management, Series 6, Life & Health Insurance..., Fixed Annuities, Strategic Financial..., Series 24, Estate Planning, Investments, Financial Planners, Life Insurance, Long-term Care, Asset Managment, Insurance, Sales, Cold Calling
Education
Walden University 2012 — 2017
Doctor of Philosophy (PhD), Public Health
Western Governors University 2010 — 2012
Healthcare Management
University of Maine 2010 — 2010
Masters level classes in Human Behavior, Research, Social Welfare Policy and Issues and So
University of Phoenix 1999 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Kennesaw State University
Business Administration
OppenheimerFunds November 2000 - March 2009
Waddell & Reed Financial Services May 1999 - November 2000
Key Investment Services March 1995 - May 1999
Skills
Strategic Financial..., Portfolio Management
Education
Ithaca College
Bachelor of Science, Economics - Management
Salem International University
Masters of Business Administration (MBA), International Business
Key Investment Services April 2015 - Present
Action Tax March 2014 - March 2015
HANDYGUYZ INC. June 2013 - December 2013
CSJ Consulting September 2007 - June 2013
AOR April 2003 - September 2007
Piper Jaffray April 2000 - April 2003
Washington Mutual 1997 - 1999
Skills
Series 24, Series 7, 401k, Wealth Management, Retirement Planning, Retirement, Life Insurance, Fixed Annuities, ETFs, Series 63, Asset Allocation, Strategic Financial..., Investment Strategies, Investment Management, Mutual Funds, Insurance, Start-ups, Business Development, Finance, Management, Sales, Risk Management, Customer Service, Financial Planning, Sales Management
Education
Seattle Pacific University 1992 — 1995
Bachelor's degree, Finance
Seattle Pacific University 1992 — 1995
Bachelor of Business Administration (B.B.A.), Finance, Economics
Key NonProfit Services October 2004 - Present
Victory Capital Management November 1999 - October 2004
Key Investment Services 1995 - 1999
Skills
Portfolio Management, Due Diligence, Analysis, Investments, Asset Allocation, Wealth Management, Alternative Investments, Financial Analysis, Customer Relations, Asset Management, Excel, Microsoft Office, Word, Non-profits, Private Equity, PowerPoint, Financial Management, Public Speaking, Customer Service, High Net Worth..., Nonprofits, Microsoft Excel, Finance, Investment Strategies, Investment Management
Education
Weatherhead School of Management at Case Western Reserve University 2007 — 2010
MSM, Finance
Cleveland State University 1994 — 1998
Bachelor of Business Administration, Business Economics
Private Harbour Investment Management 2013 - Present
TD Ameritrade January 2008 - January 2012
Key Investment Services January 2006 - January 2008
Charles Schwab & Co., Inc January 2002 - January 2004
Salomon Smith Barney, Inc January 1993 - January 2001
Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Investments, Securities, Retirement Planning, Equities, Fixed Income, FINRA, Options, Retirement, Risk Management, Banking, Fixed Annuities
Education
Indiana Wesleyan University 2012 — 2013
Bachelor of Science (BS), General Studies Business
The American College 2011 — 2012
currently enrolled, Certified Financial Planner
Cuyahoga Community College
Associate of Arts and Sciences (AAS), Arts & Sciences
Cuyahoga Community College
Keir
Keir
Sterling National Bank September 2013 - Present
LPL Financial September 2013 - Present
Key Investment Services August 2009 - September 2013
JPMorgan Chase October 2004 - August 2009
Skills
Banking, CTFA, Commercial Lending, Investment Advisory, Trusts, Trust Services, Trust Management, Charitable Trusts, Commercial Banking, Annuity Sales, Variable Annuities, Fixed Annuities, Mutual Funds, Structured Products
Education
St. Lawrence University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Saco & Biddeford Savings Institution November 2006 - Present
Key Investment Services November 2005 - November 2006
Edward Jones November 2003 - November 2005
Skills
Loans, Mortgage Lending, Banking, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Mortgage Banking, Financial Analysis, Underwriting, Consumer Lending, Finance, Investments, First Time Home Buyers, Loan Origination, Sales, Credit Analysis
Education
University of Maine 1989 — 1993
Bachelor of Arts (BA), Zoology
UBS February 2007 - Present
McDonald Investments January 1999 - February 2007
Key Investment Services January 1996 - January 1999
Merrill Lynch June 1991 - January 1996
Skills
Finance, Wealth Management, Series 7
Education
University of Dayton 1989 — 1991
Master of Business Administration (M.B.A.)
University of Dayton 1983 — 1987
Bachelor of Science (B.S.), Mechanical Engineering Technology
PNC Investments 2002 - Present
Key Investment Services 1988 - 2000
Education
Juniata College 1972 — 1976
Business Administration and Management, General
Mt. View Cooperative Preschool May 2010 - Present
Costello & Associates, PLLC November 2011 - April 2012
Key Investment Services September 2005 - July 2007
Skills
Financial Reporting, General Ledger, Internal Controls, QuickBooks, Accounts Payable, Auditing, Financial Accounting, Account Reconciliation, Accounts Receivable, Financial Analysis, Bookkeeping, Accounting
Education
Keller Graduate School of Management of DeVry University 2012 — 2013
Masters of Accounting and Finance Management, CPA
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Washington 1997 — 1998
Bachelor of Science (B.S.), Psychology
Key Investment Services November 2013 - August 2015
US Bancorp Investments Inc. June 2010 - November 2013
WAMU/Chase August 1992 - June 2010
Education
Sonoma State University
Bachelor of Arts (BA)
Holland Partner Group April 2014 - Present
Mandalay Accessories February 2013 - November 2013
Church & Dwight, Co., Inc. July 2009 - January 2013
Key Investment Services December 2004 - May 2008
Education
College of the Siskiyous 1991 — 1994
Associate's degree, Accounting and Business/Management
Sam Barlow High School 1988 — 1991
Diploma, General Studies