Old National Wealth Management
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Old National Wealth Management Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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