Matson Money
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Matson Money Employees
Employee
Years
Job
Industry
Philip A. Guske Philip A. Guske's Matson Money Experience 2009 - 2011
Job Certified Financial Planner™ | Investment Management Consultant | President at Pathfinder Wealth Management, Inc.
Industry Financial Services
Experience
Pathfinder Wealth Management, Inc June 2003 - Present
Matson Money 2009 - 2011
TreaSolution, Inc. February 2003 - June 2003
Aon May 2002 - March 2003
Skills
Portfolio Management, Investments, Investment Advisory, Portfolio Optimization, Asset Management, Diversification, IRA's, Asset Allocation, Financial Planning, Insurance, Money Management, Financial Coaching, Public Speaking, Free Market Investment..., Dimensional Fund..., Investor Education, Financial Advising, Investment Management, Efficient Market..., Investor Coaching, Strategic Financial..., Financial Advisory, Wealth Management, IRAs
Education
College for Financial Planning 2010 — 2012
Northern Illinois University 2000 — 2002
Bachelor of Science, Finance
Pathfinder Wealth Management, Inc June 2003 - Present
Matson Money 2009 - 2011
TreaSolution, Inc. February 2003 - June 2003
Aon May 2002 - March 2003
Skills
Portfolio Management, Investments, Investment Advisory, Portfolio Optimization, Asset Management, Diversification, IRA's, Asset Allocation, Financial Planning, Insurance, Money Management, Financial Coaching, Public Speaking, Free Market Investment..., Dimensional Fund..., Investor Education, Financial Advising, Investment Management, Efficient Market..., Investor Coaching, Strategic Financial..., Financial Advisory, Wealth Management, IRAs
Education
College for Financial Planning 2010 — 2012
Northern Illinois University 2000 — 2002
Bachelor of Science, Finance
Cary McDonald, CFP® Cary McDonald, CFP®'s Matson Money Experience April 2012 - Present
Job Investment Advisor & Regional Director for Advisor Development,
Industry Financial Services
Experience
Matson Money April 2012 - Present
LPL Financial April 2011 - April 2012
CNL Financial Group December 1989 - January 2011
Skills
Investment Advisory, Wholesaling, Fee Based Investment..., Regional Development, Investor Relations, Investor Presentations, Investor Development, Portfolio Optimization, Presentation Skills, Client Presentation, Territory Development, Strategic Initiatives, Investments, Retirement Planning, Asset Management, Mutual Funds
Education
Wittenberg University 1979 — 1983
Bachelor of Arts (B.A.), Business Administration, Religion
College for Financial Planning 1986 — 1988
CFP®, Certified Financial Planner
The American College 1987 — 1988
LUTCF, Life Underwriter Training Coucil Fellow
Matson Money April 2012 - Present
LPL Financial April 2011 - April 2012
CNL Financial Group December 1989 - January 2011
Skills
Investment Advisory, Wholesaling, Fee Based Investment..., Regional Development, Investor Relations, Investor Presentations, Investor Development, Portfolio Optimization, Presentation Skills, Client Presentation, Territory Development, Strategic Initiatives, Investments, Retirement Planning, Asset Management, Mutual Funds
Education
Wittenberg University 1979 — 1983
Bachelor of Arts (B.A.), Business Administration, Religion
College for Financial Planning 1986 — 1988
CFP®, Certified Financial Planner
The American College 1987 — 1988
LUTCF, Life Underwriter Training Coucil Fellow
Dan McKeehan Dan McKeehan's Matson Money Experience 2006 - 2008
Job National Account Director, Keller Williams Realty at dotloop
Industry Real Estate
Experience
dotloop October 2014 - Present
The Advisor Lab, LLC June 2013 - October 2014
dotloop April 2012 - May 2013
dotloop July 2009 - April 2012
A&L Imaging May 2008 - May 2009
Matson Money 2006 - 2008
Skills
Relationship Management, Negotiation, Account Management, Training, Software Implementation, Product Management, Product Design, Finance, Presentation Design, Real Estate, Selling, Presentation Coaching, Strategic Planning, Social Media, Sales, Building Relationships, Business Networking, Customer Service, Customer Satisfaction, CRM, Team Building, Presenting to Clients, Solution Implementation, Work Ethic, SaaS, Software Implementation..., Project Management, Team Leadership, Time Management, Salesforce.com, Analysis, Sales Presentations
Education
Thomas More College
Bachelor of Arts in Economics (Finance Concentration) & Business Administration, Economics, Finance, Business Administration
Milligan College
Finance and Accounting
Little Miami High School
dotloop October 2014 - Present
The Advisor Lab, LLC June 2013 - October 2014
dotloop April 2012 - May 2013
dotloop July 2009 - April 2012
A&L Imaging May 2008 - May 2009
Matson Money 2006 - 2008
Skills
Relationship Management, Negotiation, Account Management, Training, Software Implementation, Product Management, Product Design, Finance, Presentation Design, Real Estate, Selling, Presentation Coaching, Strategic Planning, Social Media, Sales, Building Relationships, Business Networking, Customer Service, Customer Satisfaction, CRM, Team Building, Presenting to Clients, Solution Implementation, Work Ethic, SaaS, Software Implementation..., Project Management, Team Leadership, Time Management, Salesforce.com, Analysis, Sales Presentations
Education
Thomas More College
Bachelor of Arts in Economics (Finance Concentration) & Business Administration, Economics, Finance, Business Administration
Milligan College
Finance and Accounting
Little Miami High School
Jeff Teach Jeff Teach's Matson Money Experience 2009 - 2011
Job President at Teach Wealth Management,Inc.
Industry Financial Services
Experience
Teach Wealth Management, Inc. April 2009 - Present
Matson Money 2009 - 2011
Merrill Lynch January 2004 - February 2009
Skills
Investment Advisory, Wealth Management, IRAs, Investments, Retirement, 401k, Strategic Financial..., Asset Allocation, Estate Planning, Mutual Funds, Asset Managment, Portfolio Management, Wealth, Financial Advisory, Investment Strategies, Finance, Investment Management, Financial Planners, Series 63
Education
Monmouth College 1967 — 1971
BA, Education
Teach Wealth Management, Inc. April 2009 - Present
Matson Money 2009 - 2011
Merrill Lynch January 2004 - February 2009
Skills
Investment Advisory, Wealth Management, IRAs, Investments, Retirement, 401k, Strategic Financial..., Asset Allocation, Estate Planning, Mutual Funds, Asset Managment, Portfolio Management, Wealth, Financial Advisory, Investment Strategies, Finance, Investment Management, Financial Planners, Series 63
Education
Monmouth College 1967 — 1971
BA, Education
Joey Pfeifer Joey Pfeifer's Matson Money Experience November 2008 - August 2010
Job General Sales manager at Fastenal
Industry Wholesale
Experience
Move, Inc January 2015 - Present
Fastenal September 2014 - December 2014
Fastenal February 2013 - September 2014
Marco's Pizza November 2011 - May 2012
Matson Money November 2008 - August 2010
Skills
Sales, Time Management, B2B Marketing, Account Management, Customer Service, Customer Satisfaction, Microsoft Excel, Microsoft Office, Purchasing, Inventory Management, Inventory Control
Education
University of Phoenix 2013 — 2015
Bachelor's Degree, Business Administration and Management/Communications, 3.5
Miami University 2010 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.5
Mason High School 2006 — 2010
General
Move, Inc January 2015 - Present
Fastenal September 2014 - December 2014
Fastenal February 2013 - September 2014
Marco's Pizza November 2011 - May 2012
Matson Money November 2008 - August 2010
Skills
Sales, Time Management, B2B Marketing, Account Management, Customer Service, Customer Satisfaction, Microsoft Excel, Microsoft Office, Purchasing, Inventory Management, Inventory Control
Education
University of Phoenix 2013 — 2015
Bachelor's Degree, Business Administration and Management/Communications, 3.5
Miami University 2010 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.5
Mason High School 2006 — 2010
General
Frank Mokosak Frank Mokosak's Matson Money Experience 1995 - Present
Job Certified Financial Planner™ | Wealth & Investment Coach | President of Mokosak Advisory Group
Industry Financial Services
Experience
Mokosak Advisory Group January 1995 - Present
Cambridge Investment Research 2004 - Present
Matson Money 1995 - Present
Mokosak Advisory Group 1995 - Present
Mokosak Advisory Group, LLC. 1995 - Present
Principal Financial Group 1990 - 1995
Skills
Bonds, Common Stock, Educational IRA, Brokerage Accounts, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Treasury Bills, Government Securities, Treasury Notes, Variable Annuity, Retirement planning, Retirement income..., Tax plans, 401k planning, 403b planning, College plans, Estate Plans, Money purchasing plans, Profit sharing plans, Disability income..., Life insurance, LTC insurance, Investor coach, Physician & business..., Financial planning, Investment planning, Young adult financial..., Family financial advisor, Investments, Retirement Planning, Strategic Financial..., Fixed Annuities, 401k
Education
Iowa Central Community College 1981 — 1983
University of Northern Iowa 1979 — 1981
Mokosak Advisory Group January 1995 - Present
Cambridge Investment Research 2004 - Present
Matson Money 1995 - Present
Mokosak Advisory Group 1995 - Present
Mokosak Advisory Group, LLC. 1995 - Present
Principal Financial Group 1990 - 1995
Skills
Bonds, Common Stock, Educational IRA, Brokerage Accounts, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Treasury Bills, Government Securities, Treasury Notes, Variable Annuity, Retirement planning, Retirement income..., Tax plans, 401k planning, 403b planning, College plans, Estate Plans, Money purchasing plans, Profit sharing plans, Disability income..., Life insurance, LTC insurance, Investor coach, Physician & business..., Financial planning, Investment planning, Young adult financial..., Family financial advisor, Investments, Retirement Planning, Strategic Financial..., Fixed Annuities, 401k
Education
Iowa Central Community College 1981 — 1983
University of Northern Iowa 1979 — 1981
Jennifer Kagy Jennifer Kagy's Matson Money Experience June 2001 - Present
Job Holistic Health & Nutrition Coach / Natural Foods Chef
Industry Health, Wellness and Fitness
Experience
Jenn Kagy Healthy Me May 2011 - Present
Matson Money June 2001 - Present
Sean Kagy Hospitality November 1999 - Present
The Bridge Cafe October 2007 - August 2009
One Restaurant and Lounge 2005 - 2009
Skills
Nutrition, Culinary Skills, Menu Development, Catering, Holistic Health, Food, Cooking, Recipes, Wellness, Lifestyle, Nutritional Counseling, Wellness Coaching, Nutrition Education, Public Speaking, Social Media, Supplements, Lifestyle Coaching, Event Management, Weight, Fine Dining, Event Planning, Restaurant Management, Social Networking, Weddings, Social Media Marketing, Food & Beverage, Fitness, Restaurants, Hospitality, Customer Service, Pain Management, Healthcare, Detoxification, Banquets, Parties, Small Business, Chef, Cuisine, Food Service, Baking, Wine, Recipe Testing, Coaching, Food Safety
Education
Institute for Integrative Nutrition 2011 — 2012
Holistic Health & Nutrition
Cincinnati State Technical and Community College 1994 — 1996
Culinary Arts
Northern Kentucky University 1989 — 1991
Finance
Jenn Kagy Healthy Me May 2011 - Present
Matson Money June 2001 - Present
Sean Kagy Hospitality November 1999 - Present
The Bridge Cafe October 2007 - August 2009
One Restaurant and Lounge 2005 - 2009
Skills
Nutrition, Culinary Skills, Menu Development, Catering, Holistic Health, Food, Cooking, Recipes, Wellness, Lifestyle, Nutritional Counseling, Wellness Coaching, Nutrition Education, Public Speaking, Social Media, Supplements, Lifestyle Coaching, Event Management, Weight, Fine Dining, Event Planning, Restaurant Management, Social Networking, Weddings, Social Media Marketing, Food & Beverage, Fitness, Restaurants, Hospitality, Customer Service, Pain Management, Healthcare, Detoxification, Banquets, Parties, Small Business, Chef, Cuisine, Food Service, Baking, Wine, Recipe Testing, Coaching, Food Safety
Education
Institute for Integrative Nutrition 2011 — 2012
Holistic Health & Nutrition
Cincinnati State Technical and Community College 1994 — 1996
Culinary Arts
Northern Kentucky University 1989 — 1991
Finance
Margaret Wittkopp Margaret Wittkopp's Matson Money Experience 2007 - Present
Job Veritas Financial Services, Owner
Industry Financial Services
Experience
Matson Money 2007 - Present
VERITAS FINANCIAL SRVC LLC October 2004 - Present
Veritas Financial Services LLC October 2004 - Present
Hartland investment properties 2000 - Present
Edward Jones May 1994 - October 2004
Skills
Strategic Financial..., Investments, Entrepreneurship, Financial Planning, financial education, Wealth, Retirement Planning, Investment Advisory, IRAs, Retirement, Wealth Management, 401k, Fixed Annuities, Estate Planning, Asset Allocation, Mutual Funds, Investment Strategies, Financial Advisory, Asset Managment, Portfolio Management, Investment Management, Long-term Care, Wealth Accumulation, Life Insurance, Finance, Financial Planners, Financial Services, Securities, High Net Worth..., Roth IRA, Series 63, Alternative Investments, Series 7, 401k Rollovers, Term Life Insurance, Estate Tax Planning, Small Business, Asset Management
Education
Alverno College 1988 — 1990
BS, Business Management/Communications
UW-Milwaukee 1968 — 1972
theater;dance;music
Matson Money 2007 - Present
VERITAS FINANCIAL SRVC LLC October 2004 - Present
Veritas Financial Services LLC October 2004 - Present
Hartland investment properties 2000 - Present
Edward Jones May 1994 - October 2004
Skills
Strategic Financial..., Investments, Entrepreneurship, Financial Planning, financial education, Wealth, Retirement Planning, Investment Advisory, IRAs, Retirement, Wealth Management, 401k, Fixed Annuities, Estate Planning, Asset Allocation, Mutual Funds, Investment Strategies, Financial Advisory, Asset Managment, Portfolio Management, Investment Management, Long-term Care, Wealth Accumulation, Life Insurance, Finance, Financial Planners, Financial Services, Securities, High Net Worth..., Roth IRA, Series 63, Alternative Investments, Series 7, 401k Rollovers, Term Life Insurance, Estate Tax Planning, Small Business, Asset Management
Education
Alverno College 1988 — 1990
BS, Business Management/Communications
UW-Milwaukee 1968 — 1972
theater;dance;music
Jennifer Strull Jennifer Strull's Matson Money Experience August 2011 - September 2012
Job Practice Manager at Kurtzman Plastic Surgery
Industry Medical Practice
Experience
Kurtzman Plastic Surgery November 2012 - Present
Matson Money August 2011 - September 2012
Advanced Cosmetic Surgery and Laser Center; Dr. Jon E. Mendelsohn June 2006 - March 2011
Corporate Express January 1999 - June 2006
W2COM January 1998 - January 1999
MCI TELECOMMUNICATIONS January 1996 - January 1998
Skills
Account Management, New Business Development, Customer Service, Sales, Strategic Planning, Problem Solving, Eye for Details, Phone Etiquette, Schedules, Contract Negotiation, Marketing Strategy, Vendor Management, Patient Education, Promotions, Event Planning, Organization &..., B2B, Leadership, Management, Marketing, Team Building, Sales Management, Public Relations
Education
University of Cincinnati 1988 — 1991
sycamore high school
Kurtzman Plastic Surgery November 2012 - Present
Matson Money August 2011 - September 2012
Advanced Cosmetic Surgery and Laser Center; Dr. Jon E. Mendelsohn June 2006 - March 2011
Corporate Express January 1999 - June 2006
W2COM January 1998 - January 1999
MCI TELECOMMUNICATIONS January 1996 - January 1998
Skills
Account Management, New Business Development, Customer Service, Sales, Strategic Planning, Problem Solving, Eye for Details, Phone Etiquette, Schedules, Contract Negotiation, Marketing Strategy, Vendor Management, Patient Education, Promotions, Event Planning, Organization &..., B2B, Leadership, Management, Marketing, Team Building, Sales Management, Public Relations
Education
University of Cincinnati 1988 — 1991
sycamore high school
Paul Drinkhahn Paul Drinkhahn's Matson Money Experience 2008 - 2013
Job Registered Investment Advisor at Prosperity Coaching Associates, LLC
Industry Investment Management
Experience
Prosperity Coaching Associates July 2008 - Present
Prosperity Coaching Associates, LLC July 2008 - Present
Matson Money 2008 - 2013
Prosperity Coaching Associates 2008 - 2013
MassMutual Financial Group 2002 - 2008
VERITAS 2000 - 2002
Platinum/Epicor 1997 - 2000
Olicom 1994 - 1996
Sequent Computer 1991 - 1994
Unisys 1986 - 1990
Skills
Series 65, Investments, Estate Planning, Life Insurance, Retirement Planning, Investment Advisory, Long Term Care Insurance, Disability Insurance, Strategic Financial..., Insurance, IRAs, Series 63, Mutual Funds, Retirement, 401k, Fixed Annuities, Financial Services, Asset Allocation, Wealth Management, Securities, Investment Strategies, Asset Management, Sales, Long-term Care, Financial Advisory, Management
Education
Regis University 1968 — 1972
BS, Business
Prosperity Coaching Associates July 2008 - Present
Prosperity Coaching Associates, LLC July 2008 - Present
Matson Money 2008 - 2013
Prosperity Coaching Associates 2008 - 2013
MassMutual Financial Group 2002 - 2008
VERITAS 2000 - 2002
Platinum/Epicor 1997 - 2000
Olicom 1994 - 1996
Sequent Computer 1991 - 1994
Unisys 1986 - 1990
Skills
Series 65, Investments, Estate Planning, Life Insurance, Retirement Planning, Investment Advisory, Long Term Care Insurance, Disability Insurance, Strategic Financial..., Insurance, IRAs, Series 63, Mutual Funds, Retirement, 401k, Fixed Annuities, Financial Services, Asset Allocation, Wealth Management, Securities, Investment Strategies, Asset Management, Sales, Long-term Care, Financial Advisory, Management
Education
Regis University 1968 — 1972
BS, Business
René Robers René Robers's Matson Money Experience March 2009 - February 2010
Job Marketing Communications Planner at General Mills
Industry Marketing and Advertising
Experience
General Mills June 2013 - Present
Leader Enterprises February 2012 - May 2013
gyro October 2010 - January 2012
Soapbox Cincinnati July 2008 - December 2010
Tarte Advertising, Inc. February 2010 - August 2010
Matson Money March 2009 - February 2010
PRSSA, University of Cincinnati chapter 2007 - 2008
Nikka New York, Inc. 2007 - 2007
PRSSA, University of Cincinnati chapter 2006 - 2007
Cincinnati Film Commission 2005 - 2005
Skills
Advertising, Public Relations, Copywriting, Shopper Marketing, Promotions, Digital Marketing, Social Media Marketing, Integrated Marketing, Consumer Products, Social Media, Merchandising, Marketing, Sales Plan, Event Planning, Email Marketing, Budgets, Marketing Strategy, Direct Marketing, Media Relations, Strategy, Brand Management, Editing, Creative Direction, Leadership
Education
University of Cincinnati 2004 — 2008
Communication, Public Relations, Journalism
Loveland High School 2000 — 2004
Diploma
General Mills June 2013 - Present
Leader Enterprises February 2012 - May 2013
gyro October 2010 - January 2012
Soapbox Cincinnati July 2008 - December 2010
Tarte Advertising, Inc. February 2010 - August 2010
Matson Money March 2009 - February 2010
PRSSA, University of Cincinnati chapter 2007 - 2008
Nikka New York, Inc. 2007 - 2007
PRSSA, University of Cincinnati chapter 2006 - 2007
Cincinnati Film Commission 2005 - 2005
Skills
Advertising, Public Relations, Copywriting, Shopper Marketing, Promotions, Digital Marketing, Social Media Marketing, Integrated Marketing, Consumer Products, Social Media, Merchandising, Marketing, Sales Plan, Event Planning, Email Marketing, Budgets, Marketing Strategy, Direct Marketing, Media Relations, Strategy, Brand Management, Editing, Creative Direction, Leadership
Education
University of Cincinnati 2004 — 2008
Communication, Public Relations, Journalism
Loveland High School 2000 — 2004
Diploma
Jeb Snyder Jeb Snyder's Matson Money Experience January 2014 - Present
Job Investments Coordinator at Matson Money
Industry Financial Services
Experience
Matson Money January 2014 - Present
Matson Money January 2011 - Present
Ameriprise Financial January 2008 - January 2011
Fidelity Investments January 2003 - November 2007
Fidelity Investments January 1997 - January 2003
Skills
Investments, Strategic Financial..., Portfolio Management, Retirement, Securities, Management, 401k, Finance, Strategy, Leadership, Investment Advisory, Financial Planning, Financial Advisory
Education
Northern Kentucky University
Bachelor of Arts, Political Science and Criminology
Matson Money January 2014 - Present
Matson Money January 2011 - Present
Ameriprise Financial January 2008 - January 2011
Fidelity Investments January 2003 - November 2007
Fidelity Investments January 1997 - January 2003
Skills
Investments, Strategic Financial..., Portfolio Management, Retirement, Securities, Management, 401k, Finance, Strategy, Leadership, Investment Advisory, Financial Planning, Financial Advisory
Education
Northern Kentucky University
Bachelor of Arts, Political Science and Criminology
Bethany Wellman's Matson Money Experience July 2011 - Present
Job Graphic Designer at Matson Money
Industry Graphic Design
Experience
Matson Money July 2011 - Present
Ball State University Bookstore January 2009 - May 2011
Homestretch Sportswear May 2010 - August 2010
Skills
Adobe Creative Suite, Microsoft Office, Fonts, Graphic Design, InDesign, Illustrator, Photoshop, Typography, Logo Design, Layout, Graphics, Visual Communication, Photography, Branding & Identity, Brochures
Education
Ball State University 2007 — 2011
BFA, Visual Communications
Matson Money July 2011 - Present
Ball State University Bookstore January 2009 - May 2011
Homestretch Sportswear May 2010 - August 2010
Skills
Adobe Creative Suite, Microsoft Office, Fonts, Graphic Design, InDesign, Illustrator, Photoshop, Typography, Logo Design, Layout, Graphics, Visual Communication, Photography, Branding & Identity, Brochures
Education
Ball State University 2007 — 2011
BFA, Visual Communications
Zach Pfeifer Zach Pfeifer's Matson Money Experience March 2011 - Present
Job Financial Advisor Coach at Matson Money
Industry Investment Management
Experience
Matson Money March 2011 - Present
Skills
Investments, Investment Advisory, Wealth Management, Investment Strategies, Asset Management, Wealth, Retirement Planning, Wealth Accumulation, Risk Management, Finance
Education
University of Phoenix 2012 — 2014
Business & Finance
Miami University 2010 — 2011
University of Cincinnati 2008 — 2010
William Mason High School 2004 — 2008
Matson Money March 2011 - Present
Skills
Investments, Investment Advisory, Wealth Management, Investment Strategies, Asset Management, Wealth, Retirement Planning, Wealth Accumulation, Risk Management, Finance
Education
University of Phoenix 2012 — 2014
Business & Finance
Miami University 2010 — 2011
University of Cincinnati 2008 — 2010
William Mason High School 2004 — 2008
Ashley Chorpenning's Matson Money Experience January 2014 - Present
Job Investment Services Coordinator at Matson Money
Industry Higher Education
Experience
Matson Money January 2014 - Present
Ashley Lauren Artistry June 2010 - Present
The Leukemia & Lymphoma Society May 2013 - June 2013
Quansoo Capital Management LLC January 2013 - May 2013
MAC Cosmetics September 2008 - April 2011
Skills
Proficient Communicator, Proficient using Windows, Proficient using Excel, Makeup Artistry, Event Planning, Leadership, Financial Analysis, Data Analysis, Finance, Research, Fundraising, Marketing, Management, Accounting, Microsoft Excel
Education
University of Cincinnati 2005 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Matson Money January 2014 - Present
Ashley Lauren Artistry June 2010 - Present
The Leukemia & Lymphoma Society May 2013 - June 2013
Quansoo Capital Management LLC January 2013 - May 2013
MAC Cosmetics September 2008 - April 2011
Skills
Proficient Communicator, Proficient using Windows, Proficient using Excel, Makeup Artistry, Event Planning, Leadership, Financial Analysis, Data Analysis, Finance, Research, Fundraising, Marketing, Management, Accounting, Microsoft Excel
Education
University of Cincinnati 2005 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Rebecca Kuhlmann Rebecca Kuhlmann's Matson Money Experience May 2010 - April 2013
Job Graphic Designer at Iacono Productions
Industry Events Services
Experience
Iacono Productions April 2014 - Present
F+W Media, Inc. April 2013 - April 2014
Matson Money May 2010 - April 2013
LPK January 2010 - March 2010
Infrastructure Management Institute May 2009 - December 2009
Office of Instructional Design, NKU September 2008 - May 2009
Skills
Illustration, Annual Report Design, Campaign Design, Logo Design, Photography, Pre-press, Brochures, Flyers, Photoshop, Graphic Design, InDesign, Illustrator, Microsoft Office, Typography, Corporate Identity, Word, Layout, Graphics, Logos, PowerPoint, Adobe Acrobat, Visual Communication, Print Production, Microsoft Word, Microsoft Excel, Packaging, Digital Illustration, User Interface Design, Posters, Art Direction, Adobe Creative Suite, Image Manipulation
Education
Northern Kentucky University 2003 — 2009
Bachelor of Fine Arts (B.F.A.), Graphic Design
Gateway Community and Technical College 2009 — 2009
Ivy Tech Community College 2004 — 2004
Milan High School 1999 — 2003
Iacono Productions April 2014 - Present
F+W Media, Inc. April 2013 - April 2014
Matson Money May 2010 - April 2013
LPK January 2010 - March 2010
Infrastructure Management Institute May 2009 - December 2009
Office of Instructional Design, NKU September 2008 - May 2009
Skills
Illustration, Annual Report Design, Campaign Design, Logo Design, Photography, Pre-press, Brochures, Flyers, Photoshop, Graphic Design, InDesign, Illustrator, Microsoft Office, Typography, Corporate Identity, Word, Layout, Graphics, Logos, PowerPoint, Adobe Acrobat, Visual Communication, Print Production, Microsoft Word, Microsoft Excel, Packaging, Digital Illustration, User Interface Design, Posters, Art Direction, Adobe Creative Suite, Image Manipulation
Education
Northern Kentucky University 2003 — 2009
Bachelor of Fine Arts (B.F.A.), Graphic Design
Gateway Community and Technical College 2009 — 2009
Ivy Tech Community College 2004 — 2004
Milan High School 1999 — 2003
Clayton Shum Clayton Shum's Matson Money Experience 2009 - 2015
Job EH SHUM FINANCIAL SOLUTIONS
Industry Financial Services
Experience
EH SHUM FINANCIAL SOLUTIONS June 2000 - Present
Matson money 2009 - 2015
Tallships Academy 2003 - 2004
Skills
Investments, Strategic Financial..., Wealth Management, Asset Managment, Portfolio Management, Insurance, Coaching, Retirement Planning, Public Speaking, Investment Advisory, Asset Allocation, Mutual Funds, Management Consulting, Real Estate, Financial Advisory, Finance, Financial Services, Estate Planning, Securities, Wealth, Financial Planners
Education
Golden Gate University 2002 — 2006
MS. FIPL, Financial Planning
University of San Francisco 1998 — 2002
BS, Business
Sacred Heart Cathedral Preparatory 1994 — 1998
EH SHUM FINANCIAL SOLUTIONS June 2000 - Present
Matson money 2009 - 2015
Tallships Academy 2003 - 2004
Skills
Investments, Strategic Financial..., Wealth Management, Asset Managment, Portfolio Management, Insurance, Coaching, Retirement Planning, Public Speaking, Investment Advisory, Asset Allocation, Mutual Funds, Management Consulting, Real Estate, Financial Advisory, Finance, Financial Services, Estate Planning, Securities, Wealth, Financial Planners
Education
Golden Gate University 2002 — 2006
MS. FIPL, Financial Planning
University of San Francisco 1998 — 2002
BS, Business
Sacred Heart Cathedral Preparatory 1994 — 1998
Archie Helphenstine Archie Helphenstine's Matson Money Experience September 2013 - Present
Job Web Programmer at Matson Money
Industry Information Technology and Services
Experience
Matson Money September 2013 - Present
Magnet Digital & Data January 2012 - September 2013
Tracker Products January 2011 - September 2011
The Referral Network June 2010 - December 2010
Outdoors Unlimited March 2002 - May 2007
Skills
ASP.NET, VB.NET, SQL, C#, JavaScript, HTML
Education
Cincinnati State Technical and Community College 2008 — 2012
Associate of Science (A.S.), Computer Programming & Database Management, GPA 3.67
Matson Money September 2013 - Present
Magnet Digital & Data January 2012 - September 2013
Tracker Products January 2011 - September 2011
The Referral Network June 2010 - December 2010
Outdoors Unlimited March 2002 - May 2007
Skills
ASP.NET, VB.NET, SQL, C#, JavaScript, HTML
Education
Cincinnati State Technical and Community College 2008 — 2012
Associate of Science (A.S.), Computer Programming & Database Management, GPA 3.67
Brian DeBord's Matson Money Experience May 2013 - Present
Job Operations Supervisor at Matson Money
Industry Financial Services
Experience
Matson Money May 2013 - Present
U.S. Bank February 2009 - August 2012
US Bank Wealth Management July 2006 - February 2009
Skills
Series 6, Series 63, Loans, Wealth Management, Credit, Banking, Investments, Financial Analysis, Credit Analysis, Private Banking
Education
Thomas More College 2008 — 2012
Bachelors, Business Administration
Matson Money May 2013 - Present
U.S. Bank February 2009 - August 2012
US Bank Wealth Management July 2006 - February 2009
Skills
Series 6, Series 63, Loans, Wealth Management, Credit, Banking, Investments, Financial Analysis, Credit Analysis, Private Banking
Education
Thomas More College 2008 — 2012
Bachelors, Business Administration
Liam Steinberg Liam Steinberg's Matson Money Experience March 2014 - Present
Job Investment Service Coordinator at Matson Money
Industry Marketing and Advertising
Experience
Matson Money March 2014 - Present
American Income Life May 2013 - October 2013
Skyline Chili May 2007 - April 2013
Lipo Technologies Inc May 2012 - August 2012
Skills
Investment Management..., Leadership, Strategic Planning, Investment Strategies, Account Management, Management, Customer Service, Market Research, Strategic Financial..., Marketing Strategy, Marketing, Sales, New Business Development, CRM, Microsoft Office, PowerPoint, Social Media, Social Media Marketing, Microsoft Excel, Competitive Analysis
Education
University of Dayton 2009 — 2013
Bachelor of Business Administration (BBA), Economics, Marketing
Matson Money March 2014 - Present
American Income Life May 2013 - October 2013
Skyline Chili May 2007 - April 2013
Lipo Technologies Inc May 2012 - August 2012
Skills
Investment Management..., Leadership, Strategic Planning, Investment Strategies, Account Management, Management, Customer Service, Market Research, Strategic Financial..., Marketing Strategy, Marketing, Sales, New Business Development, CRM, Microsoft Office, PowerPoint, Social Media, Social Media Marketing, Microsoft Excel, Competitive Analysis
Education
University of Dayton 2009 — 2013
Bachelor of Business Administration (BBA), Economics, Marketing
Matt Baechle Matt Baechle's Matson Money Experience January 2011 - Present
Job Financial Advisor Coach | Stockbroker | Advisor Development, Education & Management | Investment Planner & Wealth Coach
Industry Investment Management
Experience
Matson Money January 2011 - Present
Hansen Medical, Inc. August 2009 - January 2011
Hansen Medical Inc. March 2009 - September 2009
Hansen Medical, Inc. August 2008 - February 2009
First Class Credit Services, LLC October 2007 - February 2009
Intuitive Surgical May 2006 - September 2007
Abbott Vascular, a division of Abbott Laboratories February 2004 - May 2006
Abbott Vascular December 2002 - February 2004
Abbott Vascular 2000 - 2002
Indigo Medical Inc. 1997 - 2000
Skills
Investments, Finance, Asset Managment, Asset Management, Financial Planning, Investment Advisory, Management, Portfolio Management, Strategic Financial..., Entrepreneurship, Financial Advisory, Financial Services, Marketing, Retirement Planning, Wealth, Wealth Management
Education
Bowling Green State University 1989 — 1993
BSBA, International Business
Matson Money January 2011 - Present
Hansen Medical, Inc. August 2009 - January 2011
Hansen Medical Inc. March 2009 - September 2009
Hansen Medical, Inc. August 2008 - February 2009
First Class Credit Services, LLC October 2007 - February 2009
Intuitive Surgical May 2006 - September 2007
Abbott Vascular, a division of Abbott Laboratories February 2004 - May 2006
Abbott Vascular December 2002 - February 2004
Abbott Vascular 2000 - 2002
Indigo Medical Inc. 1997 - 2000
Skills
Investments, Finance, Asset Managment, Asset Management, Financial Planning, Investment Advisory, Management, Portfolio Management, Strategic Financial..., Entrepreneurship, Financial Advisory, Financial Services, Marketing, Retirement Planning, Wealth, Wealth Management
Education
Bowling Green State University 1989 — 1993
BSBA, International Business
CHRISSY FAZZALARO's Matson Money Experience July 2006 - Present
Job ISC at ABUNDANCE TECHNOLOGIES
Industry Financial Services
Experience
Matson Money July 2006 - Present
Education
Northern Kentucky University 1998 — 2001
BA, Political Science
Matson Money July 2006 - Present
Education
Northern Kentucky University 1998 — 2001
BA, Political Science
Joel Autenrieb's Matson Money Experience March 2014 - Present
Job Investment Services Coordinator at Matson Money
Industry Accounting
Experience
Matson Money March 2014 - Present
Scanner Applications January 2013 - March 2014
crosset co / castellini group of companies July 2010 - January 2013
Skills
Microsoft Excel, Warehousing, Access, Microsoft Word, Sarbanes-Oxley, Marketing, Social Media
Education
University of Cincinnati 2008 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Matson Money March 2014 - Present
Scanner Applications January 2013 - March 2014
crosset co / castellini group of companies July 2010 - January 2013
Skills
Microsoft Excel, Warehousing, Access, Microsoft Word, Sarbanes-Oxley, Marketing, Social Media
Education
University of Cincinnati 2008 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Tony Vannelli's Matson Money Experience July 2013 - Present
Job Senior Software Developer at Matson Money
Industry Investment Management
Experience
Matson Money July 2013 - Present
Interactive Business Systems, Inc. January 2013 - July 2013
Ace Doran Hauling and Rigging August 2012 - December 2012
Standard Textile March 2010 - August 2012
Ohio Shared Information Services November 2008 - March 2010
HR Chally March 2005 - November 2008
Skills
Microsoft SQL Server, ASP.NET, VB.NET, Visual Basic, SQL, Databases, .NET, Visual C#, Crystal Reports, Visual Studio, Database Design, Program Management, Customer Service, Programming, ASP, Software Development, Web Applications, C#, IIS, FoxPro, Access, T-SQL, ADO.NET, SSRS, Architectures, LINQ, SSIS, TFS, ASP.NET MVC, VSS, WinForms, Windows Programming, SQL database design, SQL Server 2005/2000, Karate, Judo, Sparring, Pharmaceuticals, Troubleshooting, Testing, WPF, WCF, Entity Framework, VBScript, ASP.NET AJAX, Stored Procedures, XSLT, NHibernate, XAML
Education
Bowling Green State University 1991 — 1991
Work towards Masters, Biochemistry
Walsh University 1985 — 1989
Bachelor of Science (B.S.), Pre-Medicine/Pre-Medical Studies
Matson Money July 2013 - Present
Interactive Business Systems, Inc. January 2013 - July 2013
Ace Doran Hauling and Rigging August 2012 - December 2012
Standard Textile March 2010 - August 2012
Ohio Shared Information Services November 2008 - March 2010
HR Chally March 2005 - November 2008
Skills
Microsoft SQL Server, ASP.NET, VB.NET, Visual Basic, SQL, Databases, .NET, Visual C#, Crystal Reports, Visual Studio, Database Design, Program Management, Customer Service, Programming, ASP, Software Development, Web Applications, C#, IIS, FoxPro, Access, T-SQL, ADO.NET, SSRS, Architectures, LINQ, SSIS, TFS, ASP.NET MVC, VSS, WinForms, Windows Programming, SQL database design, SQL Server 2005/2000, Karate, Judo, Sparring, Pharmaceuticals, Troubleshooting, Testing, WPF, WCF, Entity Framework, VBScript, ASP.NET AJAX, Stored Procedures, XSLT, NHibernate, XAML
Education
Bowling Green State University 1991 — 1991
Work towards Masters, Biochemistry
Walsh University 1985 — 1989
Bachelor of Science (B.S.), Pre-Medicine/Pre-Medical Studies
Alex Ash's Matson Money Experience July 2008 - Present
Job Advisor Coach at Matson Money
Industry Investment Management
Experience
Matson Money July 2008 - Present
Thompson Financial Group February 2006 - July 2008
Education
Elon University 2001 — 2005
BS, Finance
Matson Money July 2008 - Present
Thompson Financial Group February 2006 - July 2008
Education
Elon University 2001 — 2005
BS, Finance
Kenny Gatliff's Matson Money Experience April 2007 - Present
Job Portfolio Manager
Industry Investment Management
Experience
Matson Money April 2007 - Present
Skills
Modern Portfolio Theory, Investment Advisory, Investment Management, Asset Allocation, Wealth Management, Asset Management, Retirement Planning, Financial Advisory
Education
Miami University 2002 — 2006
B.S., Finance
Matson Money April 2007 - Present
Skills
Modern Portfolio Theory, Investment Advisory, Investment Management, Asset Allocation, Wealth Management, Asset Management, Retirement Planning, Financial Advisory
Education
Miami University 2002 — 2006
B.S., Finance
Nick Naseman's Matson Money Experience 2011 - 2014
Job President at Iron Mountain Financial
Industry Financial Services
Experience
Iron Mountain Financial August 2014 - Present
HIFE 2011 - 2015
Mathies Financial Partners January 2009 - August 2014
Matson Money 2011 - 2014
Advisors Excel 2010 - 2013
CIFA 2005 - 2008
Skills
Investments, Microsoft Word, Marketing, Sales, Microsoft Office, Program Management, Financial Analysis, Risk Management, Sales Management, Microsoft Excel, Counterintelligence, Strategic Planning, Strategic Financial..., Operations Management, Change Management, Customer Service, Due Diligence, Process Improvement, Budgets, Team Building, Leadership, Retirement, Management, Small Business, Investment Strategies, Public Speaking, Retirement Planning
Education
Bellevue University 1992 — 1993
Bachelor of Business Administration (B.B.A.)
Bellevue University
Iron Mountain Financial August 2014 - Present
HIFE 2011 - 2015
Mathies Financial Partners January 2009 - August 2014
Matson Money 2011 - 2014
Advisors Excel 2010 - 2013
CIFA 2005 - 2008
Skills
Investments, Microsoft Word, Marketing, Sales, Microsoft Office, Program Management, Financial Analysis, Risk Management, Sales Management, Microsoft Excel, Counterintelligence, Strategic Planning, Strategic Financial..., Operations Management, Change Management, Customer Service, Due Diligence, Process Improvement, Budgets, Team Building, Leadership, Retirement, Management, Small Business, Investment Strategies, Public Speaking, Retirement Planning
Education
Bellevue University 1992 — 1993
Bachelor of Business Administration (B.B.A.)
Bellevue University
Sean Lohbeck's Matson Money Experience 2015 - Present
Job Senior Developer at Matson Money
Industry Insurance
Experience
Matson Money 2015 - Present
Sogeti November 2010 - 2014
The Cincinnati Insurance Company 2006 - November 2010
DSC Consulting 2003 - 2006
Skills
ASP.NET, Microsoft SQL Server, C#, Visual Studio, .NET, SQL, Enterprise Architecture, SharePoint, Business Intelligence
Education
Cincinnati State Technical and Community College
Matson Money 2015 - Present
Sogeti November 2010 - 2014
The Cincinnati Insurance Company 2006 - November 2010
DSC Consulting 2003 - 2006
Skills
ASP.NET, Microsoft SQL Server, C#, Visual Studio, .NET, SQL, Enterprise Architecture, SharePoint, Business Intelligence
Education
Cincinnati State Technical and Community College
Carly Montgomery's Matson Money Experience May 2015 - Present
Job First Impression Coordinator at Matson Money
Industry Retail
Experience
Matson Money May 2015 - Present
Towne and Country Salon January 2015 - Present
Kate Spade Store October 2013 - Present
Great Wolf Lodge February 2010 - February 2015
Education
University of Cincinnati 2013 — 2015
Bachelor's Degree, Spanish Language and Literature
Sinclair Community College 2011 — 2013
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Matson Money May 2015 - Present
Towne and Country Salon January 2015 - Present
Kate Spade Store October 2013 - Present
Great Wolf Lodge February 2010 - February 2015
Education
University of Cincinnati 2013 — 2015
Bachelor's Degree, Spanish Language and Literature
Sinclair Community College 2011 — 2013
Associate's Degree, Liberal Arts and Sciences/Liberal Studies