Old National Wealth Management

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Old National Wealth Management Employees

Employee
Years
Job
Industry
Doug Evernham, CFP® Doug Evernham, CFP® Indianapolis, Indiana Area Details
Doug Evernham, CFP®'s Old National Wealth Management Experience December 2002 - August 2008
Job Crosspoint Wealth Advisors, LLC (formerly known as Capital Analysts of the Midwest, Inc)
Industry Financial Services
Experience
Crosspoint Wealth Advisors, LLC   2008 - Present
the 401(k) team @ CAMI   2008 - December 2014
Old National Wealth Management   December 2002 - August 2008

Education
Purdue University   1998 — 2002
Bachelor of Science, Financial Planning and Counseling

Brent Sternberg, CFA Brent Sternberg, CFA Evansville, Indiana Area Details
Brent Sternberg, CFA's Old National Wealth Management Experience April 2007 - March 2014
Job Executive VicePresident, Head of Trust
Industry Investment Management
Experience
German American Financial Advisors & Trust Company   March 2014 - Present
Old National Wealth Management   April 2007 - March 2014

Skills
Equity Research, Portfolio Management, Asset Allocation, Client Service Oriented, Capital Markets, Wealth Management, Mutual Funds, Fixed Income, Banking, Equities, Investment Strategies, Credit, Series 7, Credit Analysis, Investments, Financial Analysis

Education
University of Evansville   1992 — 1996
BSBA, Finance

Tom McCarrell Tom McCarrell Tecumseh, Michigan Details
Tom McCarrell's Old National Wealth Management Experience May 2012 - Present
Job Vice President and Sr. Portfolio Manager at Old National Wealth Management
Industry Investment Management
Experience
Old National Wealth Management   May 2012 - Present
United Bancorp MI   May 2012 - August 2014
Tri-Star Trust Bank  May 2010 - May 2012
Jackson Area Estate Planning Council   1990 - May 2012
Comerica Asset Management  September 1979 - May 2010
Weatherwax Foundation   2007 - 2010
Meijer Inc  January 1973 - January 1979

Skills
Economics, Customer Relations, Equity Research, Account Management, Investments, Portfolio Management, Asset Management, Equities, Financial Analysis, Wealth Management, Investment Advisory, Technical Writing, Private Banking, Asset Managment, Fixed Income, Retirement Planning, Finance, Investment Management, Management, Leadership, Banking

Education
CFA Institute   1983 — 1987
Chartered Financial Analyst, finance, investing and portfolio management

Spring Arbor University   1975 — 1979
B A, Business

Spring Arbor University   1975 — 1979
Bachelor of Arts, Business

Nancy Bean, CTFA Nancy Bean, CTFA Fort Wayne, Indiana Area Details
Nancy Bean, CTFA's Old National Wealth Management Experience April 2014 - Present
Job Asst. Vice President and Client Advisor at Old National Wealth Management
Industry Financial Services
Experience
Old National Wealth Management   April 2014 - Present
Tower Bank & Trust Co.   May 2011 - April 2014
Wells Fargo Bank  December 2008 - May 2011
Wells Fargo Bank  December 2007 - December 2008
Wells Fargo Bank  December 2000 - December 2007
NAMI Fort Wayne   January 2003 - September 2006
Wells Fargo Bank  April 2000 - December 2000
IKON Technology Services  May 1997 - December 1999

Skills
Estate Planning, Finance, Retirement Planning, Banking, Credit, Insurance, Financial Analysis, Financial Services, Strategic Financial..., Loans, High Net Worth..., Wealth, Investments, Cash Flow, Risk Management, Wealth Management, Portfolio Management, Managerial Finance, Mutual Funds, Cash Management, Commercial Lending, Relationship Management, Wealth Management..., Private Banking, Small Business Lending, Investment Advisory, Mortgage Lending, Asset Allocation, Financial Planning

Education
Indiana University—Purdue University Fort Wayne   1992 — 1996
BS

Ron Whitler, Jr., MSM Ron Whitler, Jr., MSM Evansville, Indiana Details
Ron Whitler, Jr., MSM's Old National Wealth Management Experience July 2013 - Present
Job Trust Officer at Old National Wealth Management
Industry Banking
Experience
The Literacy Center  June 2014 - Present
Brothers Keeper   June 2014 - Present
Old Courthouse Foundation Board   June 2014 - Present
Toastmasters International  January 2014 - Present
Aurora  August 2013 - Present
Old National Wealth Management   July 2013 - Present
ONB Military Veterans Resource Group   April 2013 - Present
Perry Heights Middle School   May 2012 - Present
Oakland City University  July 2002 - Present
Old National Bank  April 2013 - July 2013

Skills
Leadership Development, Leadership, Governance, Teaching, Training, Higher Education, Staff Development, Adult Education, Instructional Design, E-Learning, Organizational..., Conflict Resolution, Career Counseling, Curriculum Design, Public Speaking, Customer Service, Team Building, Management, Policy, Banking, Team Leadership, Risk Management, Strategic Planning, Microsoft Office, Event Planning

Education
Oakland City University   1998 — 2002
Master's degree, Business Management

Toni Wander Toni Wander Greater Detroit Area Details
Toni Wander's Old National Wealth Management Experience September 2014 - Present
Job Vice President, Financial Planning at Old National Wealth Management
Industry Financial Services
Experience
Old National Wealth Management   September 2014 - Present
United Bank and Trust  September 2010 - September 2014
Plante & Moran, PLLC   September 1998 - September 2010

Skills
Collaborative Law, Wealth Management, Financial Planning, Income Tax, Strategic Financial..., Financial Planners, Fiduciary, Trust Services, Estate Planning

Education
Eastern Michigan University   1994 — 1998
MSA, Business, Accounting

University of Michigan   1984 — 1988
BA, Philosophy, Classical Studies

Cynthia Goodman, CFA, CFP Cynthia Goodman, CFA, CFP Fort Wayne, Indiana Area Details
Cynthia Goodman, CFA, CFP's Old National Wealth Management Experience June 2013 - Present
Job Vice President & Portfolio Manager at Old National Wealth Management
Industry Financial Services
Experience
Old National Wealth Management   June 2013 - Present
J. P. Morgan   April 2010 - June 2013
Wells Fargo  January 2008 - September 2009
National City Bank  August 1999 - December 2007
LINCOLN NATIONAL CORPORATION  January 1997 - December 1998
Lincoln National Corporation  January 1995 - December 1996

Skills
Portfolio Management, Financial Planning, Wealth Management, Investments, Mutual Funds, Banking, Estate Planning, Wealth Management..., High Net Worth..., Financial Advisory, Bonds, Wealth, Series 7, Investment Advisory, Asset Allocation, Strategic Financial...

Education
University of Notre Dame - Mendoza College of Business   1984 — 1985
MBA, Finance

Indiana University Bloomington   1978 — 1982
BS, Marketing

Rebecca Grasmeyer Rebecca Grasmeyer Grand Rapids, Michigan Details
Rebecca Grasmeyer's Old National Wealth Management Experience August 2012 - Present
Job VP, Client Advisor at Old National Wealth Management
Industry Banking
Experience
Old National Wealth Management   August 2012 - Present
Founders Bank & Trust  August 2012 - April 2015
Fifth Third Private Bank  August 2000 - August 2012

Skills
Wealth Management, Trust Services, Investments, Banking, High Net Worth..., Wealth Management..., Private Banking, Insurance, Investment Management, Financial Services, Investment Advisory, Portfolio Management, Retirement Planning, Estate Planning, Strategic Financial..., Asset Allocation, 401k, Series 7, Financial Planning

Education
Grand Valley State University   1996 — 2000
BBA, Finance, Economics emphasis

Candy Shannon, CSOP Candy Shannon, CSOP Muncie, Indiana Details
Candy Shannon, CSOP's Old National Wealth Management Experience January 1999 - July 2005
Job Vice President and Manager, Trust Operations, First Merchants Trust Company
Industry Financial Services
Experience
First Merchants Trust Company  July 2005 - Present
Old National Wealth Management   January 1999 - July 2005

Skills
Commercial Lending, Credit, Sales Management, Strategic Financial..., Customer Service, Banking, Wealth Management, Investments, Trust Operations, Cash Management, Risk Management, Commercial Banking, Product Management, Securities, Strategic Planning, Team Leadership, Portfolio Management

Education
Ball State University   1989 — 1994

Charlotte Lippert, CFA Charlotte Lippert, CFA Indianapolis, Indiana Area Details
Charlotte Lippert, CFA's Old National Wealth Management Experience October 2000 - January 2008
Job Investment Strategist at Winthrop Capital Management
Industry Investment Management
Experience
Winthrop Capital Management   April 2014 - Present
Charlotte Lippert Wealth Management   February 2012 - Present
Bedel Financial Consulting   January 2008 - December 2011
Old National Wealth Management   October 2000 - January 2008

Skills
Portfolio Management, Investments, Wealth Management, Financial Analysis, Asset Management, Finance, Investment Advisory, Strategic Planning, Due Diligence, Investment Management, Mutual Funds, Equities, Public Speaking, Investment Strategies, Financial Modeling, Economics, Asset Managment, Valuation, Customer Service, Research, Mentoring

Education
Ball State University - College of Business
BS, Finance

Chris Kroll Chris Kroll Bloomington, Indiana Area Details
Chris Kroll's Old National Wealth Management Experience February 2004 - Present
Job Client Advisor at Old National Wealth Management
Industry Investment Management
Experience
Old National Wealth Management   February 2004 - Present
Irwin Union Bank  January 1998 - February 2004
Allstate Insurance  January 1990 - December 1997

Skills
Retirement Planning, Strategic Financial..., Investment Management, Management, Portfolio Management, Investments, Commercial Lending, Banking, Loans, Wealth Management, Credit, Trust Services, Risk Management, Mortgage Lending, Asset Allocation, Financial Analysis, Asset Management, Consumer Lending, Credit Analysis, Underwriting, Commercial Banking, Series 7, Private Banking, Cash Management, Relationship Management, Equities, Small Business Lending, Fixed Income, Retail Banking, Estate Planning, Insurance, Finance, Cross Selling, Credit Risk, Loan Origination, Life Insurance, Mortgage Banking, Sales, Property & Casualty..., Capital Markets, Due Diligence, Residential Mortgages, Mutual Funds, Financial Planning

Education
Indiana University Bloomington   1983 — 1988
Bachelor of Arts (B.A.), Sociology

Chris Baccella, CFA Chris Baccella, CFA Greater Detroit Area Details
Chris Baccella, CFA's Old National Wealth Management Experience April 2015 - Present
Job Vice President & Portfolio Manager at Old National Wealth Management
Industry Investment Management
Experience
Old National Wealth Management   April 2015 - Present
Wilson, Kemp & Associates, Inc.   May 2013 - April 2015
Comerica Asset Management  October 2006 - May 2013
Comerica Securities  December 1999 - October 2006
Olde Discount Stockbrokers  1997 - 1998

Skills
Portfolio Management, Investments, Equities, Asset Allocation, Wealth Management, Equity Research, Asset Management, Fixed Income, Asset Managment, Investment Strategies, Valuation, Investment Advisory

Education
University of Michigan-Dearborn   1997 — 1999
BBA, Accounting and Finance

Matthew Drummy Matthew Drummy Greater Chicago Area Details
Matthew Drummy's Old National Wealth Management Experience May 2011 - November 2013
Job Sr Accounting Specialist at Mars Financial Services
Industry Financial Services
Experience
Mars  January 2014 - Present
Old National Wealth Management   May 2011 - November 2013
Old National Bank Wealth Management   September 2010 - May 2011

Skills
Analysis

Education
Indiana University - Kelley School of Business   2006 — 2010
Finance, Business

Indiana University - Kelley School of Business   2006 — 2010
Finance, Finance, Real Estate

Indiana University Bloomington   2006 — 2010

Terry L. Young Terry L. Young Indianapolis, Indiana Details
Terry L. Young's Old National Wealth Management Experience January 2011 - Present
Job Vice President
Industry Investment Management
Experience
The Columbia Club  April 2012 - Present
Old National Wealth Management   January 2011 - Present
Regions Bank  October 2003 - May 2008
Fifth Third Bank  June 1999 - May 2005

Skills
Wealth Management, Portfolio Management, Retirement Planning, Strategic Financial..., Mutual Funds, Financial Analysis, Estate Planning, Banking, Investments, Securities, Asset Allocation, Asset Management, Series 7, Real Estate

Education
Indiana University-Purdue University at Indianapolis
Business

Jim Burger Jim Burger Evansville, Indiana Details
Jim Burger's Old National Wealth Management Experience August 1994 - Present
Job Sr. Vice President at Old National Wealth Management
Industry Financial Services
Experience
Old National Wealth Management   August 1994 - Present

Skills
Commercial Lending, Loans, Banking, Credit, Commercial Banking, Credit Analysis, Portfolio Management, Mortgage Lending, Small Business Lending, Retail Banking, Credit Risk, Relationship Management, Financial Services, Wealth Management, Underwriting, Loan Origination, Consumer Lending, Mortgage Banking, Credit Cards, Investments, Cross Selling, Financial Risk, Mutual Funds

Education
University of Evansville   1985 — 1988
Bachelor of Science (BS), Marketing