Olde Discount Corporation
Industry: Company
DescriptionHeadquarters: Detroit, MI Founded: 1971 Parent organization: Ameriprise Financial Subsidiary: Ameriprise Insurance Agency of Massachusetts Inc
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Olde Discount Corporation Employees
Employee
Years
Job
Industry
Anthony Algmin Anthony Algmin's Olde Discount Corporation Experience June 1999 - November 1999
Job Founder, President at DatonomyUS
Industry Information Technology and Services
Experience
DatonomyUS September 2015 - Present
Chicago Transit Authority March 2015 - September 2015
RGP June 2014 - March 2015
West Monroe Partners July 2011 - June 2014
Ronin Capital, LLC November 2005 - July 2011
REFCO, LLC March 2004 - November 2005
Stein Roe Investment Counsel June 2001 - November 2003
Morningstar, Inc January 2000 - June 2001
OLDE Discount Corporation June 1999 - November 1999
Skills
Business Intelligence, Databases, ETL, Data Warehousing, Business Analysis, SQL, Data Analysis, SQL Server, Change Management, Problem Solving, Integration, Enterprise Architecture, Management Consulting, Data Governance, Metadata Management, Master Data Management, Data Quality, Data Strategies, Business Strategy, IT Strategy, Microsoft SQL Server, SSIS, Systems Analysis, Disaster Recovery, SDLC, Strategy, Business Process, Data Modeling, Management, Business Process..., Consulting, Analytics, Leadership
Education
Northwestern University - Kellogg School of Management 2007 — 2010
MBA, Analytical Consulting, Marketing, Management & Strategy, Management & Organizations
Illinois Wesleyan University 1995 — 1999
Bachelor of Arts, Business Administration
DatonomyUS September 2015 - Present
Chicago Transit Authority March 2015 - September 2015
RGP June 2014 - March 2015
West Monroe Partners July 2011 - June 2014
Ronin Capital, LLC November 2005 - July 2011
REFCO, LLC March 2004 - November 2005
Stein Roe Investment Counsel June 2001 - November 2003
Morningstar, Inc January 2000 - June 2001
OLDE Discount Corporation June 1999 - November 1999
Skills
Business Intelligence, Databases, ETL, Data Warehousing, Business Analysis, SQL, Data Analysis, SQL Server, Change Management, Problem Solving, Integration, Enterprise Architecture, Management Consulting, Data Governance, Metadata Management, Master Data Management, Data Quality, Data Strategies, Business Strategy, IT Strategy, Microsoft SQL Server, SSIS, Systems Analysis, Disaster Recovery, SDLC, Strategy, Business Process, Data Modeling, Management, Business Process..., Consulting, Analytics, Leadership
Education
Northwestern University - Kellogg School of Management 2007 — 2010
MBA, Analytical Consulting, Marketing, Management & Strategy, Management & Organizations
Illinois Wesleyan University 1995 — 1999
Bachelor of Arts, Business Administration
Eric C. Axelson Eric C. Axelson's Olde Discount Corporation Experience December 1994 - June 1996
Job Make Smart Financial Real Estate Decisions.
Industry Real Estate
Experience
Berkshire Hathaway HomeServices Fox & Roach, Realtors July 2014 - Present
C.A. McCann & Sons Inc, Realtors January 2011 - June 2014
Boenning & Scattergood, Inc May 2008 - December 2010
Gartmore Global Investments April 2000 - September 2007
JANNEY MONTGOMERY June 1995 - April 2000
OLDE DISCOUNT CORPORATION December 1994 - June 1996
Coopers & Lybrand March 1990 - December 1994
Skills
Real Estate Development, Real Estate Investment..., Real Estate Transactions, Real Estate Investor, Real Estate Negotiating, Creative Real Estate..., Equities, Hedge Funds, Bloomberg, Trading, Finance, Investment Properties, Portfolio Management, Investments, Asset Management
Education
Rider University 1986 — 1989
Bachelor of Science, Finance
Haddonfield Memorial High School 1980 — 1984
Berkshire Hathaway HomeServices Fox & Roach, Realtors July 2014 - Present
C.A. McCann & Sons Inc, Realtors January 2011 - June 2014
Boenning & Scattergood, Inc May 2008 - December 2010
Gartmore Global Investments April 2000 - September 2007
JANNEY MONTGOMERY June 1995 - April 2000
OLDE DISCOUNT CORPORATION December 1994 - June 1996
Coopers & Lybrand March 1990 - December 1994
Skills
Real Estate Development, Real Estate Investment..., Real Estate Transactions, Real Estate Investor, Real Estate Negotiating, Creative Real Estate..., Equities, Hedge Funds, Bloomberg, Trading, Finance, Investment Properties, Portfolio Management, Investments, Asset Management
Education
Rider University 1986 — 1989
Bachelor of Science, Finance
Haddonfield Memorial High School 1980 — 1984
Janice Antonowicz Janice Antonowicz's Olde Discount Corporation Experience 1980 - 1999
Job DST Brokerage Solutions Cash Management
Industry Financial Services
Experience
DST Systems October 2013 - Present
Ameriprise Financial Services, Inc. 2009 - 2013
H&R Block Financial Advisors 1999 - 2009
Olde Discount Corporation 1980 - 1999
Skills
Process Improvement, Operations Management, Relationship Management, Vendor Management, Risk Management, Project Management, Investments, Leveraging Technology, Team Leadership, Account Reconciliation, Client..., Management, Banking, Business Process, Integration, Accounting, Financial Services
Education
Wayne State University
Master of Business Administration (MBA), Finance, General
Michigan State University
Bachelor of Arts (B.A.), Russian Language and Literature
DST Systems October 2013 - Present
Ameriprise Financial Services, Inc. 2009 - 2013
H&R Block Financial Advisors 1999 - 2009
Olde Discount Corporation 1980 - 1999
Skills
Process Improvement, Operations Management, Relationship Management, Vendor Management, Risk Management, Project Management, Investments, Leveraging Technology, Team Leadership, Account Reconciliation, Client..., Management, Banking, Business Process, Integration, Accounting, Financial Services
Education
Wayne State University
Master of Business Administration (MBA), Finance, General
Michigan State University
Bachelor of Arts (B.A.), Russian Language and Literature
Lance Turpin Lance Turpin's Olde Discount Corporation Experience January 1994 - January 1998
Job Proprietary Trader
Industry Investment Management
Experience
Starpoint Securities, L.C. 2003 - Present
Tradebot Systems/Northtown Trading January 2002 - May 2003
Security Investment Company of Kansas City April 1999 - October 2001
Robertson Stephens January 1998 - March 1999
Olde Discount Corporation January 1994 - January 1998
Skills
Trading, Equities, Risk, Proprietary Trading, Equity Trading
Education
University of Missouri-Columbia
Starpoint Securities, L.C. 2003 - Present
Tradebot Systems/Northtown Trading January 2002 - May 2003
Security Investment Company of Kansas City April 1999 - October 2001
Robertson Stephens January 1998 - March 1999
Olde Discount Corporation January 1994 - January 1998
Skills
Trading, Equities, Risk, Proprietary Trading, Equity Trading
Education
University of Missouri-Columbia
Ralph Saunders, Jr., CFP®, AAMS® Ralph Saunders, Jr., CFP®, AAMS®'s Olde Discount Corporation Experience May 1995 - January 2000
Job Vice President Investment Officer, Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2008 - Present
Ameriprise Financial Services, Inc. January 2006 - December 2008
Scott & Stringfellow January 2000 - December 2005
OLDE Discount Corporation May 1995 - January 2000
Skills
Investments, Retirement, 401k, Securities, Retirement Planning, Asset Allocation, Investment Strategies, Mutual Funds, Financial Advisory, Fixed Annuities, IRAs, Insurance, Alternative Investments, Estate Planning..., Strategic Investment...
Education
Radford University - College of Business and Economics 1989 — 1993
BA, Economics
Wells Fargo Advisors December 2008 - Present
Ameriprise Financial Services, Inc. January 2006 - December 2008
Scott & Stringfellow January 2000 - December 2005
OLDE Discount Corporation May 1995 - January 2000
Skills
Investments, Retirement, 401k, Securities, Retirement Planning, Asset Allocation, Investment Strategies, Mutual Funds, Financial Advisory, Fixed Annuities, IRAs, Insurance, Alternative Investments, Estate Planning..., Strategic Investment...
Education
Radford University - College of Business and Economics 1989 — 1993
BA, Economics
Jack Monopoli's Olde Discount Corporation Experience 1991 - 1996
Job Managing Director, Head of Corporate Services Trading at Merriman Capital, Inc.
Industry Financial Services
Experience
Merriman Capital, Inc. April 2013 - Present
ThinkEquity January 2004 - November 2012
Thomas Weisel Partners January 1999 - April 2001
Deutsche Bank 1995 - 1997
Olde Discount Corporation 1991 - 1996
Skills
Equities, Series 7, Series 24, Series 55, Asset Allocation, FINRA, Hedge Funds, Trading, Risk Management, Mutual Funds, Series 63, Bloomberg, Trading Systems, Equity Trading, Electronic Trading, Options, Securities, Equity Research, Capital Markets, Alternative Investments, Financial Markets, Investment Banking, Fixed Income
Education
Boston University - School of Management 1983 — 1987
Bachelor Science Business Administration, Finance
Merriman Capital, Inc. April 2013 - Present
ThinkEquity January 2004 - November 2012
Thomas Weisel Partners January 1999 - April 2001
Deutsche Bank 1995 - 1997
Olde Discount Corporation 1991 - 1996
Skills
Equities, Series 7, Series 24, Series 55, Asset Allocation, FINRA, Hedge Funds, Trading, Risk Management, Mutual Funds, Series 63, Bloomberg, Trading Systems, Equity Trading, Electronic Trading, Options, Securities, Equity Research, Capital Markets, Alternative Investments, Financial Markets, Investment Banking, Fixed Income
Education
Boston University - School of Management 1983 — 1987
Bachelor Science Business Administration, Finance
Bob Toohey Bob Toohey's Olde Discount Corporation Experience 1983 - June 1998
Job Sales Supervision Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2010 - Present
Ameriprise Financial January 2004 - November 2009
Ameriprise Advisor Services 2001 - 2004
H&R Block Financial Advisors, Inc. 1998 - 2004
Olde Discount Corporation 1983 - June 1998
Skills
Risk Management, Compliance, Equities, Investments, Series 7, Mutual Funds, Asset Allocation, Securities, Financial Planning, Bonds, Wealth Management, FINRA, Asset Management, Series 24, Options, Portfolio Management, Series 63, IRA's, Series 66, Estate Planning, Alternative Investments, Insurance, Retirement Planning, Fixed Income, Financial Analysis, Investment Advisory, Retirement, Process Improvement, Financial Markets, Customer Relations, Strategic Financial..., Financial Services, Finance
Education
Michigan State University 1979 — 1983
BA, James Madison College
University of Detroit Jesuit High School 1974 — 1978
College Prep
GESU
Ameriprise Financial May 2010 - Present
Ameriprise Financial January 2004 - November 2009
Ameriprise Advisor Services 2001 - 2004
H&R Block Financial Advisors, Inc. 1998 - 2004
Olde Discount Corporation 1983 - June 1998
Skills
Risk Management, Compliance, Equities, Investments, Series 7, Mutual Funds, Asset Allocation, Securities, Financial Planning, Bonds, Wealth Management, FINRA, Asset Management, Series 24, Options, Portfolio Management, Series 63, IRA's, Series 66, Estate Planning, Alternative Investments, Insurance, Retirement Planning, Fixed Income, Financial Analysis, Investment Advisory, Retirement, Process Improvement, Financial Markets, Customer Relations, Strategic Financial..., Financial Services, Finance
Education
Michigan State University 1979 — 1983
BA, James Madison College
University of Detroit Jesuit High School 1974 — 1978
College Prep
GESU
James Pontious CFP® James Pontious CFP®'s Olde Discount Corporation Experience August 1987 - October 1988
Job Financial Advisor TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2012 - Present
Nadler Financial Group December 2010 - December 2011
Charles Schwab March 1992 - September 2010
Continental Bank October 1988 - March 1992
OLDE DISCOUNT CORPORATION August 1987 - October 1988
Skills
Retirement Planning, Portfolio Management, Customer Relations, Investment Strategies, Financial Planning, Wealth Management, Insurance, Securities, 401k, Investments, Asset Allocation, Risk Management, Estate Planning, Investment Advisory, Retirement, Retirement Income..., Sales Management, Bonds, High Net Worth..., Options, Loans, Series 7, Annuities, Pensions, Employee Benefits, 403 b
Education
Northern Illinois University
Bachelor of Science, Double Major: Finance & Sociology
TIAA-CREF March 2012 - Present
Nadler Financial Group December 2010 - December 2011
Charles Schwab March 1992 - September 2010
Continental Bank October 1988 - March 1992
OLDE DISCOUNT CORPORATION August 1987 - October 1988
Skills
Retirement Planning, Portfolio Management, Customer Relations, Investment Strategies, Financial Planning, Wealth Management, Insurance, Securities, 401k, Investments, Asset Allocation, Risk Management, Estate Planning, Investment Advisory, Retirement, Retirement Income..., Sales Management, Bonds, High Net Worth..., Options, Loans, Series 7, Annuities, Pensions, Employee Benefits, 403 b
Education
Northern Illinois University
Bachelor of Science, Double Major: Finance & Sociology
Pete Randazzo Pete Randazzo's Olde Discount Corporation Experience June 1986 - November 1988
Job Managing Director at Citi
Industry Banking
Experience
Citi October 1997 - Present
Comerica Bank November 1988 - October 1997
Olde Discount Corporation June 1986 - November 1988
Skills
Management, Trust Services, Sales, Alternative Investments, Wealth Management..., New Business Development, Private Banking, Private Equity, Securities, Wealth Management, High Net Worth..., Banking, Hedge Funds, Investments, Asset Management, Portfolio Management, Estate Planning, Financial Services, Tax
Education
University of Detroit Mercy School of Law 1991 — 1996
Juris Doctorate, Law
Wayne State University 1981 — 1986
BS, Finance - Financial Markets and Investments
Citi October 1997 - Present
Comerica Bank November 1988 - October 1997
Olde Discount Corporation June 1986 - November 1988
Skills
Management, Trust Services, Sales, Alternative Investments, Wealth Management..., New Business Development, Private Banking, Private Equity, Securities, Wealth Management, High Net Worth..., Banking, Hedge Funds, Investments, Asset Management, Portfolio Management, Estate Planning, Financial Services, Tax
Education
University of Detroit Mercy School of Law 1991 — 1996
Juris Doctorate, Law
Wayne State University 1981 — 1986
BS, Finance - Financial Markets and Investments
Brenda Beene Shackleford Brenda Beene Shackleford's Olde Discount Corporation Experience 1986 - 1987
Job Independent Graphic Designer / Mixed Media Artist
Industry Graphic Design
Experience
BeeneBag Creative 2010 - Present
Detroit Public Television November 1987 - June 2008
OLDE Discount Corporation 1986 - 1987
The Oakland Press October 1985 - May 1986
Education
Central Michigan University 1981 — 1985
BFA, Communication Arts/Design & Drawing
Macomb Community College 2010 — 2011
Certificate - Interactive Web Media, Media and Communication Arts
BeeneBag Creative 2010 - Present
Detroit Public Television November 1987 - June 2008
OLDE Discount Corporation 1986 - 1987
The Oakland Press October 1985 - May 1986
Education
Central Michigan University 1981 — 1985
BFA, Communication Arts/Design & Drawing
Macomb Community College 2010 — 2011
Certificate - Interactive Web Media, Media and Communication Arts
Kim Giacobone Kim Giacobone's Olde Discount Corporation Experience 1994 - 1995
Job Vice President at Vantiv
Industry Financial Services
Experience
Vantiv December 2003 - Present
eFunds Corporation 1995 - 2003
Olde Discount Corporation 1994 - 1995
Skills
Customer Service, Banking, Credit Cards, Electronic Payments, Payments, Payment Card Processing, Credit, Debit Cards, Relationship Management, Financial Services, Risk Management, Business Analysis, Portfolio Management, Process Improvement, Product Management, Commercial Banking, Merchant Services, Retail Banking
Education
Madonna University
BA, Interdisciplinary Studies
Vantiv December 2003 - Present
eFunds Corporation 1995 - 2003
Olde Discount Corporation 1994 - 1995
Skills
Customer Service, Banking, Credit Cards, Electronic Payments, Payments, Payment Card Processing, Credit, Debit Cards, Relationship Management, Financial Services, Risk Management, Business Analysis, Portfolio Management, Process Improvement, Product Management, Commercial Banking, Merchant Services, Retail Banking
Education
Madonna University
BA, Interdisciplinary Studies
Steve Prodanich Steve Prodanich's Olde Discount Corporation Experience August 1993 - May 1994
Job Owner at Prode Inc.
Industry Information Technology and Services
Experience
Prode Inc. February 2015 - Present
Prode Inc. February 2004 - April 2013
Refco August 2004 - June 2005
Accenture April 2000 - July 2004
Aon March 1999 - April 2000
Harris Bank 1998 - 1999
Tisma Machinery 1994 - 1998
Olde Discount Corporation August 1993 - May 1994
Tisma Machinery August 1991 - August 1993
Skills
CRM, SDLC, Risk Management, Business Intelligence, Budgets, Project Management, Management, Sales, Team Building, Trading, Business Analysis, Testing
Education
Northern Illinois University - College of Business 1987 — 1991
BS, Marketing
Prode Inc. February 2015 - Present
Prode Inc. February 2004 - April 2013
Refco August 2004 - June 2005
Accenture April 2000 - July 2004
Aon March 1999 - April 2000
Harris Bank 1998 - 1999
Tisma Machinery 1994 - 1998
Olde Discount Corporation August 1993 - May 1994
Tisma Machinery August 1991 - August 1993
Skills
CRM, SDLC, Risk Management, Business Intelligence, Budgets, Project Management, Management, Sales, Team Building, Trading, Business Analysis, Testing
Education
Northern Illinois University - College of Business 1987 — 1991
BS, Marketing
Kenneth Madsen Kenneth Madsen's Olde Discount Corporation Experience August 1988 - November 1999
Job AVP, Compliance at Western & Southern Financial Group
Industry Financial Services
Experience
Western & Southern Financial Group August 2014 - Present
Western & Southern Life September 2012 - July 2014
Capital Analysts Incorporated, an affiliate of Western & Southern Financial Group September 2009 - August 2012
Ameriprise Financial November 2008 - August 2009
H&R Block Financial Advisors, Inc. September 2006 - October 2008
H&R Block Financial Advisors, Inc. December 1999 - September 2006
OLDE Discount Corporation August 1988 - November 1999
OLDE Discount Corporation March 1983 - July 1988
Education
University of Michigan 1978 — 1982
BA, Economics
Western & Southern Financial Group August 2014 - Present
Western & Southern Life September 2012 - July 2014
Capital Analysts Incorporated, an affiliate of Western & Southern Financial Group September 2009 - August 2012
Ameriprise Financial November 2008 - August 2009
H&R Block Financial Advisors, Inc. September 2006 - October 2008
H&R Block Financial Advisors, Inc. December 1999 - September 2006
OLDE Discount Corporation August 1988 - November 1999
OLDE Discount Corporation March 1983 - July 1988
Education
University of Michigan 1978 — 1982
BA, Economics
Eugene Yorke Eugene Yorke's Olde Discount Corporation Experience January 1991 - December 1991
Job Account Transfers Department at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2008 - October 2009
H & R Block Financial Advisors (Acquired by Ameriprise Financial Services Inc. 2008) January 1997 - November 2008
H & R Block Financial Advisors Inc. January 1997 - December 2004
Olde Discount Corporation (Acquired by H & R Block Financial Advisors 1999) January 1992 - December 1996
Olde Discount Corporation January 1991 - December 1991
Olde Discount Corporation June 1986 - December 1990
Education
Eastern Michigan University
Bachelors, Business Administration
Ameriprise Financial Services, Inc. November 2008 - October 2009
H & R Block Financial Advisors (Acquired by Ameriprise Financial Services Inc. 2008) January 1997 - November 2008
H & R Block Financial Advisors Inc. January 1997 - December 2004
Olde Discount Corporation (Acquired by H & R Block Financial Advisors 1999) January 1992 - December 1996
Olde Discount Corporation January 1991 - December 1991
Olde Discount Corporation June 1986 - December 1990
Education
Eastern Michigan University
Bachelors, Business Administration
Marc Cormier's Olde Discount Corporation Experience January 1988 - November 1991
Job Director, Strategic Planning
Industry Publishing
Experience
Gale, a part of Cengage Learning September 2012 - Present
Gale, a part of Cengage Learning October 2009 - September 2012
Gale, part of Cengage Learning November 2005 - October 2009
Gale, part of Cengage Learning November 1993 - November 2005
Preacher's Bistro PLC November 1991 - November 1993
Olde Discount Corporation January 1988 - November 1991
Skills
Publishing, Marketing Strategy, Online Publishing, Academic Publishing, Ebooks, Content Development, Content Management, Sales Management, Content Strategy, Sales, Editorial, Digital Media, Budgets, E-commerce, Product Management, Email Marketing, Leadership, Digital Marketing, Copy Editing, Strategy, Books, Lead Generation, Strategic Planning, Strategic Partnerships, Trade Shows, Editing, Publications, Web Content Management, Management, Web Content, Textbooks, Copywriting, Sales Operations, Proofreading, Blogging
Education
Grand Valley State University 1985 — 1989
Gale, a part of Cengage Learning September 2012 - Present
Gale, a part of Cengage Learning October 2009 - September 2012
Gale, part of Cengage Learning November 2005 - October 2009
Gale, part of Cengage Learning November 1993 - November 2005
Preacher's Bistro PLC November 1991 - November 1993
Olde Discount Corporation January 1988 - November 1991
Skills
Publishing, Marketing Strategy, Online Publishing, Academic Publishing, Ebooks, Content Development, Content Management, Sales Management, Content Strategy, Sales, Editorial, Digital Media, Budgets, E-commerce, Product Management, Email Marketing, Leadership, Digital Marketing, Copy Editing, Strategy, Books, Lead Generation, Strategic Planning, Strategic Partnerships, Trade Shows, Editing, Publications, Web Content Management, Management, Web Content, Textbooks, Copywriting, Sales Operations, Proofreading, Blogging
Education
Grand Valley State University 1985 — 1989
James Lahay James Lahay's Olde Discount Corporation Experience 1984 - 1992
Job Financial Services Professional
Industry Financial Services
Experience
Raymond James Financial Inc. 1995 - 2012
Mariner Financial 1992 - 1995
Olde Discount Corporation 1984 - 1992
Skills
Series 7, Series 63, Departmental Development, Highly detail oriented, Economics, Corporate Finance, Financial Analysis, Quality Control, Corporate Actions, Compliance
Education
University of Michigan-Dearborn 1979 — 1982
B.S. Business Administration, Managerial Economics and Finance
Raymond James Financial Inc. 1995 - 2012
Mariner Financial 1992 - 1995
Olde Discount Corporation 1984 - 1992
Skills
Series 7, Series 63, Departmental Development, Highly detail oriented, Economics, Corporate Finance, Financial Analysis, Quality Control, Corporate Actions, Compliance
Education
University of Michigan-Dearborn 1979 — 1982
B.S. Business Administration, Managerial Economics and Finance
Walt Paliga Walt Paliga's Olde Discount Corporation Experience 1994 - 1999
Job Technology Consultant
Industry Financial Services
Experience
Comerica Bank 2012 - Present
Smart Logistics 2010 - 2012
Ameriprise Financial (formerly H&R Block Financial Advisors) 2008 - 2010
H&R Block Financial Advisors (formerly Olde Discount Corp) 1999 - 2008
OLDE Discount Corporation 1994 - 1999
Skills
Data Management, Data Governance, Data Stewardship, Informatica, Master Data Management, Metadata Management, OS/400, Beta Access, Thomson One, IBM iSeries, I5, Aldon, LANSA, RPG, DB2, Oracle, Oracle Discoverer, TIBCO, SQL, Visio, SOX, Clarity, Mac OS X, Windows 7, Office 2010, SDLC, Disaster Recovery, Database Design, Vendor Management, IT Strategy, Software Lifecycle, Strategy, Requirements Gathering, Enterprise Architecture, Business Intelligence, Sarbanes-Oxley Act
Education
University of Michigan
Bachelor's Degree, Management Information Systems
Henry Ford Community College
Associate's Degree, Computer Science
Comerica Bank 2012 - Present
Smart Logistics 2010 - 2012
Ameriprise Financial (formerly H&R Block Financial Advisors) 2008 - 2010
H&R Block Financial Advisors (formerly Olde Discount Corp) 1999 - 2008
OLDE Discount Corporation 1994 - 1999
Skills
Data Management, Data Governance, Data Stewardship, Informatica, Master Data Management, Metadata Management, OS/400, Beta Access, Thomson One, IBM iSeries, I5, Aldon, LANSA, RPG, DB2, Oracle, Oracle Discoverer, TIBCO, SQL, Visio, SOX, Clarity, Mac OS X, Windows 7, Office 2010, SDLC, Disaster Recovery, Database Design, Vendor Management, IT Strategy, Software Lifecycle, Strategy, Requirements Gathering, Enterprise Architecture, Business Intelligence, Sarbanes-Oxley Act
Education
University of Michigan
Bachelor's Degree, Management Information Systems
Henry Ford Community College
Associate's Degree, Computer Science
Camillo D'Orazio Camillo D'Orazio's Olde Discount Corporation Experience August 1996 - July 1998
Job Vice President, ExUS Institutional Client Service Officer at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group April 2013 - Present
Delaware Investments, a member of the Macquarie Group June 2007 - April 2013
JPMorgan Private Bank April 2001 - June 2007
JPMorgan Securities Inc. June 1999 - April 2001
PFPC 1998 - 1999
OLDE Discount Corporation August 1996 - July 1998
Skills
Asset Management, Personal Finance, Accounting, Strategic Financial..., Finance, Auditing, IT Strategy, Italian, French, Spanish-speaking, Banking, Investments, Investment Banking, Investment Advisory, Alternative Investments, Project Planning, Project Management, Problem Solving, Collaborative Problem..., Problem Analysis, Project Coordination, Operations Management, Operational Planning, Operational Risk, Operational Excellence, Streamlining..., Operational Strategy, Operational Due..., Private Client Services, Client Service Oriented, Team Leadership, Leadership, Leadership Development, Trading Systems, Conversion Optimization, Fixed Income, Equity Capital Markets, Derivatives, FX Derivatives, Exchange Traded..., Credit Derivatives, Interest Rate..., Trading, Equities, Portfolio Management, Financial Services
Education
Villanova University 2003 — 2007
MBA, Finance
SDA Bocconi 2006 — 2006
MBA, International Business
Drexel University 1991 — 1996
Bachelor's of Science, Accounting and Finance
Vineland High School 1986 — 1991
High School Diploma, College Preperatory
Delaware Investments, a member of the Macquarie Group April 2013 - Present
Delaware Investments, a member of the Macquarie Group June 2007 - April 2013
JPMorgan Private Bank April 2001 - June 2007
JPMorgan Securities Inc. June 1999 - April 2001
PFPC 1998 - 1999
OLDE Discount Corporation August 1996 - July 1998
Skills
Asset Management, Personal Finance, Accounting, Strategic Financial..., Finance, Auditing, IT Strategy, Italian, French, Spanish-speaking, Banking, Investments, Investment Banking, Investment Advisory, Alternative Investments, Project Planning, Project Management, Problem Solving, Collaborative Problem..., Problem Analysis, Project Coordination, Operations Management, Operational Planning, Operational Risk, Operational Excellence, Streamlining..., Operational Strategy, Operational Due..., Private Client Services, Client Service Oriented, Team Leadership, Leadership, Leadership Development, Trading Systems, Conversion Optimization, Fixed Income, Equity Capital Markets, Derivatives, FX Derivatives, Exchange Traded..., Credit Derivatives, Interest Rate..., Trading, Equities, Portfolio Management, Financial Services
Education
Villanova University 2003 — 2007
MBA, Finance
SDA Bocconi 2006 — 2006
MBA, International Business
Drexel University 1991 — 1996
Bachelor's of Science, Accounting and Finance
Vineland High School 1986 — 1991
High School Diploma, College Preperatory
Donna Sorrell Donna Sorrell's Olde Discount Corporation Experience January 1989 - January 1990
Job Working to support, educate and advocate for persons living with mental illness and those that love them.
Industry Mental Health Care
Experience
NAMI Yellow Springs (Ohio) January 2015 - Present
National Alliance on Mental Illness (NAMI) Yellow Springs October 2013 - Present
Kettering Medical Center August 2011 - July 2013
Joslin Diabetes Center June 2011 - December 2011
Self-Employed March 2004 - June 2011
Yellow Springs News June 2002 - September 2009
Crown Personnel Services February 1999 - December 2001
Paine Webber August 1990 - January 1996
Olde Discount Corporation January 1989 - January 1990
Dean Witter Reynolds, Inc. July 1986 - November 1989
Skills
CCA, Certified Coding..., Microsoft Office, Meeting Deadlines, Problem Solving, Customer Service, Writing, Excel, Word, PowerPoint, Outlook, Filemaker Pro, Data Entry, Administration, Telephone Skills, Billing, Teamwork, Customer Satisfaction, Administrative Support, English, Mac, Editing, Microsoft Word, Administrative..., Invoicing, Accounts Payable, Healthcare, Payroll, Accounts Receivable, Medical Billing, Public Speaking, Nonprofits, Training, Community Outreach, Program Development, Event Planning, Fundraising, Public Relations, Social Media
Education
Colorado Technical University 2009 — 2011
AS, Medical Billing & Coding
University of Toledo College of Health Science & Human Services 2009 — 2011
Health Information Administration (CAHIIM approved)
NAMI Yellow Springs (Ohio) January 2015 - Present
National Alliance on Mental Illness (NAMI) Yellow Springs October 2013 - Present
Kettering Medical Center August 2011 - July 2013
Joslin Diabetes Center June 2011 - December 2011
Self-Employed March 2004 - June 2011
Yellow Springs News June 2002 - September 2009
Crown Personnel Services February 1999 - December 2001
Paine Webber August 1990 - January 1996
Olde Discount Corporation January 1989 - January 1990
Dean Witter Reynolds, Inc. July 1986 - November 1989
Skills
CCA, Certified Coding..., Microsoft Office, Meeting Deadlines, Problem Solving, Customer Service, Writing, Excel, Word, PowerPoint, Outlook, Filemaker Pro, Data Entry, Administration, Telephone Skills, Billing, Teamwork, Customer Satisfaction, Administrative Support, English, Mac, Editing, Microsoft Word, Administrative..., Invoicing, Accounts Payable, Healthcare, Payroll, Accounts Receivable, Medical Billing, Public Speaking, Nonprofits, Training, Community Outreach, Program Development, Event Planning, Fundraising, Public Relations, Social Media
Education
Colorado Technical University 2009 — 2011
AS, Medical Billing & Coding
University of Toledo College of Health Science & Human Services 2009 — 2011
Health Information Administration (CAHIIM approved)
Rob Lahm's Olde Discount Corporation Experience October 1995 - April 1999
Job Sr. Server and Storage Specialist at BorgWarner Automotive
Industry Information Technology and Services
Experience
Borg Warner Automotive August 2012 - Present
Sears Holdings Corporation April 2004 - September 2012
H&R Block 2000 - 2004
Olde Discount Corporation October 1995 - April 1999
Skills
Data Center, Windows Server 2003, VMware, Troubleshooting, DNS, Computer Hardware, DHCP, System Administration, Trend Micro Anti-Virus, Open Source Xen..., Symantec Antivirus, Veritas Net Backup, Infrastructure, Windows, Servers, Storage, Unix, Netbackup, Disaster Recovery, Xen, Networking, Windows Server, Microsoft Exchange, Network Security, Operating Systems, Virtualization, Windows 7, SAN, Active Directory, Group Policy
Education
Eastern Michigan University 1996 — 1999
BS, Information Technology
Eastern Michigan University 1989 — 1994
BS, Paralegal Studies
Borg Warner Automotive August 2012 - Present
Sears Holdings Corporation April 2004 - September 2012
H&R Block 2000 - 2004
Olde Discount Corporation October 1995 - April 1999
Skills
Data Center, Windows Server 2003, VMware, Troubleshooting, DNS, Computer Hardware, DHCP, System Administration, Trend Micro Anti-Virus, Open Source Xen..., Symantec Antivirus, Veritas Net Backup, Infrastructure, Windows, Servers, Storage, Unix, Netbackup, Disaster Recovery, Xen, Networking, Windows Server, Microsoft Exchange, Network Security, Operating Systems, Virtualization, Windows 7, SAN, Active Directory, Group Policy
Education
Eastern Michigan University 1996 — 1999
BS, Information Technology
Eastern Michigan University 1989 — 1994
BS, Paralegal Studies
Joe DiLauro Joe DiLauro's Olde Discount Corporation Experience January 1998 - January 1999
Job VP, Financial Institutions Client Onboarding
Industry Financial Services
Experience
RBS Global Banking & Markets February 2011 - Present
UBS Investment Bank August 2009 - August 2010
UBS Securities LLC January 2004 - November 2008
Schwab Capital Markets January 1999 - January 2004
Navillus Securities Inc January 1999 - August 1999
Olde Discount Corporation January 1998 - January 1999
PricewaterhouseCoopers January 1996 - January 1998
Skills
Trading, Equities, Derivatives, Bloomberg, Risk Management, FX Options, Financial Risk, Investments, Middle Office, Bonds, Back Office, AML, Accounting, Fixed Income, Investment Banking, Auditing, Capital Markets, Loans, Series 7, Equity Trading, Securities, Trading Systems, Hedge Funds, Management, Financial Markets
Education
Clemson University 1992 — 1996
B.S, Financial Management
ROXBURY HIGH SCHOOL 1986 — 1990
RBS Global Banking & Markets February 2011 - Present
UBS Investment Bank August 2009 - August 2010
UBS Securities LLC January 2004 - November 2008
Schwab Capital Markets January 1999 - January 2004
Navillus Securities Inc January 1999 - August 1999
Olde Discount Corporation January 1998 - January 1999
PricewaterhouseCoopers January 1996 - January 1998
Skills
Trading, Equities, Derivatives, Bloomberg, Risk Management, FX Options, Financial Risk, Investments, Middle Office, Bonds, Back Office, AML, Accounting, Fixed Income, Investment Banking, Auditing, Capital Markets, Loans, Series 7, Equity Trading, Securities, Trading Systems, Hedge Funds, Management, Financial Markets
Education
Clemson University 1992 — 1996
B.S, Financial Management
ROXBURY HIGH SCHOOL 1986 — 1990
Anthony Michewicz Anthony Michewicz's Olde Discount Corporation Experience 1987 - 1999
Job Disaster Recovery Coordinator at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company June 2010 - Present
Ameriprise Financial November 2008 - April 2010
Ameriprise Advisor Services, Inc. November 2008 - April 2010
H&R Block Financial Advisors December 1999 - October 2008
H&R Block Financial Advisors 1999 - 2008
Olde Discount Corporation 1987 - 1999
olde discount 1987 - 1999
Education
University of Detroit Mercy 1981 — 1986
Stevenson High 1978 — 1981
University of Detroit Mercy 1978 — 1981
BS, Computer Science
Ford Motor Company June 2010 - Present
Ameriprise Financial November 2008 - April 2010
Ameriprise Advisor Services, Inc. November 2008 - April 2010
H&R Block Financial Advisors December 1999 - October 2008
H&R Block Financial Advisors 1999 - 2008
Olde Discount Corporation 1987 - 1999
olde discount 1987 - 1999
Education
University of Detroit Mercy 1981 — 1986
Stevenson High 1978 — 1981
University of Detroit Mercy 1978 — 1981
BS, Computer Science
Art Zasadny, CISSP, CISA (i), CRISC, PCIP's Olde Discount Corporation Experience June 1994 - May 1996
Job Security and Controls Engineer at Ford Motor Company
Industry Information Technology and Services
Experience
Ford Motor Company July 2012 - Present
Custom Business Solutions/SECURITRUS March 2007 - July 2012
NAMM California 1999 - 2008
Ford Motor Company May 2005 - March 2007
Ford Motor Company May 2003 - May 2005
Ford Motor Credit Company December 1997 - May 2003
Ford Credit 1997 - 2002
MCI Telecommunications Corporation May 1996 - December 1997
Olde Discount Corporation June 1994 - May 1996
Ford Motor Company October 1991 - May 1994
Skills
Security, Network Security, Disaster Recovery, Vulnerability Assessment, Computer Security, IT Management, Servers, Penetration Testing, Data Center, CISSP, Information Security..., Computer Forensics, Management, Risk Assessment, Information Technology, Troubleshooting, CISA, IT Audit, Antivirus, Risk Management, IT Strategy, Incident Response, Network Administration, PCI DSS, Business Continuity, ITIL, Networking, ISO 27001, Windows Server, Incident Management, Leadership, Privacy Law, Nessus, GFI, Vulnerability Management, FISMA, Business Process..., Endpoint Security, Visio, Security Awareness, Business Process, Nmap, RSA enVision, CIP, NIST 800-53, Ubuntu, WAN, Windows 7, Windows..., IT Risk Assessment and..., Windows Server 2012 R2
Education
Southern Illinois University, Carbondale 1987 — 1991
BS, Mgmt
Trenton High School 1976 — 1979
HS diploma
Central Michigan University
MS, Administration, Information Systems
Ford Motor Company July 2012 - Present
Custom Business Solutions/SECURITRUS March 2007 - July 2012
NAMM California 1999 - 2008
Ford Motor Company May 2005 - March 2007
Ford Motor Company May 2003 - May 2005
Ford Motor Credit Company December 1997 - May 2003
Ford Credit 1997 - 2002
MCI Telecommunications Corporation May 1996 - December 1997
Olde Discount Corporation June 1994 - May 1996
Ford Motor Company October 1991 - May 1994
Skills
Security, Network Security, Disaster Recovery, Vulnerability Assessment, Computer Security, IT Management, Servers, Penetration Testing, Data Center, CISSP, Information Security..., Computer Forensics, Management, Risk Assessment, Information Technology, Troubleshooting, CISA, IT Audit, Antivirus, Risk Management, IT Strategy, Incident Response, Network Administration, PCI DSS, Business Continuity, ITIL, Networking, ISO 27001, Windows Server, Incident Management, Leadership, Privacy Law, Nessus, GFI, Vulnerability Management, FISMA, Business Process..., Endpoint Security, Visio, Security Awareness, Business Process, Nmap, RSA enVision, CIP, NIST 800-53, Ubuntu, WAN, Windows 7, Windows..., IT Risk Assessment and..., Windows Server 2012 R2
Education
Southern Illinois University, Carbondale 1987 — 1991
BS, Mgmt
Trenton High School 1976 — 1979
HS diploma
Central Michigan University
MS, Administration, Information Systems
Mariano Montero Mariano Montero's Olde Discount Corporation Experience August 1997 - September 1998
Job Internal Sales Executive at Vanguard
Industry Investment Management
Experience
Vanguard September 2014 - Present
Vanguard September 2013 - August 2014
Merrill Edge Platform February 2012 - August 2013
Avatar Securities LLC June 2010 - January 2012
Assent LLC (SunGard Data Systems) August 2004 - May 2010
Generic Trading June 2003 - July 2004
Lion's Group Trading LLC January 2002 - June 2003
Generic Trading June 2001 - January 2002
WorldCo LLC October 1998 - June 2001
Olde Discount Corporation August 1997 - September 1998
Skills
Trading, Proprietary Trading, Entrepreneurship, Series 7, Equities, Trading Strategies, Equity Trading, Risk Management, Business Strategy, Bloomberg Terminal, Sales, Real Estate, International..., Relationship Management, Alternative Investments, Asset Management
Education
Fordham University 1993 — 1997
Bachelor of Science, Finance, Minor in Marketing
The Kew Forest School 1989 — 1993
High School Diploma
Vanguard September 2014 - Present
Vanguard September 2013 - August 2014
Merrill Edge Platform February 2012 - August 2013
Avatar Securities LLC June 2010 - January 2012
Assent LLC (SunGard Data Systems) August 2004 - May 2010
Generic Trading June 2003 - July 2004
Lion's Group Trading LLC January 2002 - June 2003
Generic Trading June 2001 - January 2002
WorldCo LLC October 1998 - June 2001
Olde Discount Corporation August 1997 - September 1998
Skills
Trading, Proprietary Trading, Entrepreneurship, Series 7, Equities, Trading Strategies, Equity Trading, Risk Management, Business Strategy, Bloomberg Terminal, Sales, Real Estate, International..., Relationship Management, Alternative Investments, Asset Management
Education
Fordham University 1993 — 1997
Bachelor of Science, Finance, Minor in Marketing
The Kew Forest School 1989 — 1993
High School Diploma
Robert Techentin Robert Techentin's Olde Discount Corporation Experience 1993 - 2001
Job Portfolio Manager at Meeder Investment Management
Industry Investment Management
Experience
Meeder Investment Management August 2006 - Present
Charles Schwab 2006 - 2007
Northwestern Mutual 2002 - 2005
Olde Asset Management 1993 - 2001
H&R Block Financial Advisors 1993 - 2001
Olde Discount Corporation 1993 - 2001
Skills
Fixed Income, Portfolio Management, Securities, Financial Risk, Money Market, Bonds, Finance, Series 7, Mutual Funds, Investments, Investment Strategies, Equities, Bloomberg, Asset Management, Asset Allocation
Education
Western Michigan University - Haworth College of Business 1990 — 1993
MBA, Finance and Accounting
Central Michigan University 1984 — 1987
BS, Finance
Meeder Investment Management August 2006 - Present
Charles Schwab 2006 - 2007
Northwestern Mutual 2002 - 2005
Olde Asset Management 1993 - 2001
H&R Block Financial Advisors 1993 - 2001
Olde Discount Corporation 1993 - 2001
Skills
Fixed Income, Portfolio Management, Securities, Financial Risk, Money Market, Bonds, Finance, Series 7, Mutual Funds, Investments, Investment Strategies, Equities, Bloomberg, Asset Management, Asset Allocation
Education
Western Michigan University - Haworth College of Business 1990 — 1993
MBA, Finance and Accounting
Central Michigan University 1984 — 1987
BS, Finance
Jason Thummel's Olde Discount Corporation Experience January 1998 - August 1999
Job SVP, Customer Centric Solutions Citi
Industry Banking
Experience
Citi November 2014 - Present
ADA Fundraising/ProGraphs January 2009 - Present
American InfoSource May 2013 - July 2014
Citi September 2006 - May 2013
Federal Reserve Bank of Kansas City 1999 - 2006
Olde Discount Corporation January 1998 - August 1999
Education
Rockhurst University 2000 — 2002
MBA, Finance/International
Northwest Missouri State University 1993 — 1997
LHS
Citi November 2014 - Present
ADA Fundraising/ProGraphs January 2009 - Present
American InfoSource May 2013 - July 2014
Citi September 2006 - May 2013
Federal Reserve Bank of Kansas City 1999 - 2006
Olde Discount Corporation January 1998 - August 1999
Education
Rockhurst University 2000 — 2002
MBA, Finance/International
Northwest Missouri State University 1993 — 1997
LHS
Kathy Tropea's Olde Discount Corporation Experience January 1997 - October 1997
Job Senior Human Resources Project Manager
Industry Human Resources
Experience
HCA August 2015 - Present
Self-Employed August 2012 - August 2015
Winstead Elementary School/Step Forward Day School August 2008 - May 2012
DTE Energy December 2003 - June 2006
DTE Energy June 2000 - December 2003
Deloitte & Touche October 1997 - May 2000
OLDE Discount Corporation January 1997 - October 1997
OLDE Discount Corporoation September 1994 - December 1996
Skills
Process Improvement, Management, Business Process..., Program Management, Change Management, Project Management, Coaching, Strategic Planning, Leadership, Performance Management, Business Analysis, Customer Service, Leadership Development, Organizational..., Team Building, Training, PeopleSoft, SAP
Education
Wayne State University 1996 — 2002
MBA, Finance
University of Michigan 1989 — 1993
BA, Psychology and Communications
Grosse Pointe South High School 1985 — 1989
HCA August 2015 - Present
Self-Employed August 2012 - August 2015
Winstead Elementary School/Step Forward Day School August 2008 - May 2012
DTE Energy December 2003 - June 2006
DTE Energy June 2000 - December 2003
Deloitte & Touche October 1997 - May 2000
OLDE Discount Corporation January 1997 - October 1997
OLDE Discount Corporoation September 1994 - December 1996
Skills
Process Improvement, Management, Business Process..., Program Management, Change Management, Project Management, Coaching, Strategic Planning, Leadership, Performance Management, Business Analysis, Customer Service, Leadership Development, Organizational..., Team Building, Training, PeopleSoft, SAP
Education
Wayne State University 1996 — 2002
MBA, Finance
University of Michigan 1989 — 1993
BA, Psychology and Communications
Grosse Pointe South High School 1985 — 1989
Kui-man Chong's Olde Discount Corporation Experience December 1989 - December 1999
Job Syndicate Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2009 - Present
Ameriprise Advisors Services, Inc. October 2008 - October 2009
H&R Block Financial Advisors, Inc. January 2000 - October 2008
OLDE Discount Corporation December 1989 - December 1999
Olde Discount Corporation September 1987 - December 1989
Olde Discount Corporation March 1987 - September 1987
Olde Discount Corporation September 1986 - March 1987
Education
University of Detroit Mercy 1985 — 1986
Master of Arts, Economics
University of Detroit Mercy 1983 — 1985
Master of Business Administration
Concordia University 1979 — 1983
Bachelor of Commerce
Vanier College 1977 — 1979
Pure and Applied Science
High School of Montreal 1975 — 1977
Ameriprise Financial Services, Inc. October 2009 - Present
Ameriprise Advisors Services, Inc. October 2008 - October 2009
H&R Block Financial Advisors, Inc. January 2000 - October 2008
OLDE Discount Corporation December 1989 - December 1999
Olde Discount Corporation September 1987 - December 1989
Olde Discount Corporation March 1987 - September 1987
Olde Discount Corporation September 1986 - March 1987
Education
University of Detroit Mercy 1985 — 1986
Master of Arts, Economics
University of Detroit Mercy 1983 — 1985
Master of Business Administration
Concordia University 1979 — 1983
Bachelor of Commerce
Vanier College 1977 — 1979
Pure and Applied Science
High School of Montreal 1975 — 1977
Craig Stites's Olde Discount Corporation Experience August 1995 - February 1996
Job Municipal Securities Senior Compliance Manager at US Bank
Industry Financial Services
Experience
US Bank July 2014 - Present
Bank of America Merrill Lynch March 1996 - June 2014
Olde Discount Corporation August 1995 - February 1996
Days Inn (W&T Investments) June 1991 - July 1995
Skills
Risk Management, Series 7, Capital Markets, Financial Risk, Fixed Income, Derivatives, Series 63, Investments, Trading, Securities
Education
Gardner-Webb University 2011 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
US Bank July 2014 - Present
Bank of America Merrill Lynch March 1996 - June 2014
Olde Discount Corporation August 1995 - February 1996
Days Inn (W&T Investments) June 1991 - July 1995
Skills
Risk Management, Series 7, Capital Markets, Financial Risk, Fixed Income, Derivatives, Series 63, Investments, Trading, Securities
Education
Gardner-Webb University 2011 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Greg Durrett's Olde Discount Corporation Experience 1995 - 1998
Job Managing Director
Industry Investment Banking
Experience
Sterne Agee August 2010 - Present
Oppenheimer & Co. May 2009 - August 2010
JP Morgan June 2003 - December 2008
Bank One 2003 - 2004
Morgan Keegan October 2000 - June 2003
Securities Corp of Iowa April 1998 - October 2000
Olde Discount Corporation 1995 - 1998
Skills
Trading, Bond Markets, Capital Markets, Hedge Funds, Series 7, Investments, Bonds, Fixed Income, Bloomberg, Series 63, Investment Banking, Securities, Equities, Asset Allocation
Education
University of Arkansas 1988 — 1992
Economics
Sterne Agee August 2010 - Present
Oppenheimer & Co. May 2009 - August 2010
JP Morgan June 2003 - December 2008
Bank One 2003 - 2004
Morgan Keegan October 2000 - June 2003
Securities Corp of Iowa April 1998 - October 2000
Olde Discount Corporation 1995 - 1998
Skills
Trading, Bond Markets, Capital Markets, Hedge Funds, Series 7, Investments, Bonds, Fixed Income, Bloomberg, Series 63, Investment Banking, Securities, Equities, Asset Allocation
Education
University of Arkansas 1988 — 1992
Economics
Jonathan Van Horn's Olde Discount Corporation Experience 1993 - 1996
Job Partner at Dorsey & Whitney LLP
Industry Law Practice
Experience
Dorsey & Whitney LLP October 1999 - Present
Olde Discount Corporation 1993 - 1996
Skills
Corporate Finance, Mergers & Acquisitions, Mergers, Corporate Law, Corporate Governance
Education
University of Michigan Law School 1996 — 1999
JD
University of Wisconsin-Madison 1988 — 1992
BBA, Finance and Political Science
Dorsey & Whitney LLP October 1999 - Present
Olde Discount Corporation 1993 - 1996
Skills
Corporate Finance, Mergers & Acquisitions, Mergers, Corporate Law, Corporate Governance
Education
University of Michigan Law School 1996 — 1999
JD
University of Wisconsin-Madison 1988 — 1992
BBA, Finance and Political Science
Dave Agrati's Olde Discount Corporation Experience 1995 - 1998
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 1998 - Present
Olde Discount Corporation 1995 - 1998
Lehman Brothers January 1994 - February 1995
Skills
Series 7, Series 63, Fixed Income, Securities, Bonds, Wealth Management, Capital Markets, Bloomberg, Investments, Asset Allocation, Mutual Funds, Asset Managment, Portfolio Management, Trading, Municipal Bonds, Series 53, Trading Systems, Asset Management, FINRA
Education
Providence College 1988 — 1992
B.A., Political Science
Don Bosco Prep High School 1984 — 1988
Morgan Stanley April 1998 - Present
Olde Discount Corporation 1995 - 1998
Lehman Brothers January 1994 - February 1995
Skills
Series 7, Series 63, Fixed Income, Securities, Bonds, Wealth Management, Capital Markets, Bloomberg, Investments, Asset Allocation, Mutual Funds, Asset Managment, Portfolio Management, Trading, Municipal Bonds, Series 53, Trading Systems, Asset Management, FINRA
Education
Providence College 1988 — 1992
B.A., Political Science
Don Bosco Prep High School 1984 — 1988
Randy Reeves, CFP®'s Olde Discount Corporation Experience July 1992 - July 1994
Job VP Branch Manager at Charles Schwab & Co., Inc
Industry Financial Services
Experience
Charles Schwab September 1995 - Present
PTD Technology September 1994 - September 1995
Olde Discount Corporation July 1992 - July 1994
Education
Michigan State University 1987 — 1991
Bachelor of Arts, Financial Administration
Bath High School 1983 — 1987
High School
Charles Schwab September 1995 - Present
PTD Technology September 1994 - September 1995
Olde Discount Corporation July 1992 - July 1994
Education
Michigan State University 1987 — 1991
Bachelor of Arts, Financial Administration
Bath High School 1983 — 1987
High School
Bruce Howie's Olde Discount Corporation Experience May 1986 - March 1990
Job Account Executive at WWJTV
Industry Broadcast Media
Experience
WWJ-TV/WKBD-TV February 2002 - November 2009
WEYI - TV October 2000 - February 2002
WWJ-TV August 1999 - October 2000
WOI-TV October 1998 - August 1999
WWTV/WWUP-TV January 1995 - October 1998
WWTV/WWUP-TV February 1993 - January 1995
Michael Flora & Associates April 1990 - May 1992
Olde Discount Corporation May 1986 - March 1990
Education
Central Michigan University
BAA, Broadcasting & Cinematic Arts
WWJ-TV/WKBD-TV February 2002 - November 2009
WEYI - TV October 2000 - February 2002
WWJ-TV August 1999 - October 2000
WOI-TV October 1998 - August 1999
WWTV/WWUP-TV January 1995 - October 1998
WWTV/WWUP-TV February 1993 - January 1995
Michael Flora & Associates April 1990 - May 1992
Olde Discount Corporation May 1986 - March 1990
Education
Central Michigan University
BAA, Broadcasting & Cinematic Arts
David C. Ligan, CFP®'s Olde Discount Corporation Experience June 1991 - December 1991
Job Regional Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments October 2012 - August 2015
TD Ameritrade November 2007 - October 2012
Fifth Third Securities September 2005 - November 2007
Fifth Third Securities March 2003 - September 2005
Charles Schwab & Co., Inc. December 1992 - March 2003
PaineWebber January 1992 - December 1992
Olde Discount Corporation June 1991 - December 1991
Education
Colorado State University 2007 — 2011
Masters of Business Administration, MBA
Michigan State University 1987 — 1991
Financial Administration, Finance / Business
Fidelity Investments August 2015 - Present
Fidelity Investments October 2012 - August 2015
TD Ameritrade November 2007 - October 2012
Fifth Third Securities September 2005 - November 2007
Fifth Third Securities March 2003 - September 2005
Charles Schwab & Co., Inc. December 1992 - March 2003
PaineWebber January 1992 - December 1992
Olde Discount Corporation June 1991 - December 1991
Education
Colorado State University 2007 — 2011
Masters of Business Administration, MBA
Michigan State University 1987 — 1991
Financial Administration, Finance / Business
Jason Kirk, CFP®'s Olde Discount Corporation Experience June 1998 - December 2001
Job Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2009 - Present
JC Trading Group 2006 - 2009
Rosenthal Collins Equities/ Novi, MI October 2004 - December 2006
Southwest Securities 2001 - 2004
Olde Discount Corporation June 1998 - December 2001
Skills
Series 63, Series 7, Series 24, Life & Health Insurance..., Series 65, Series 55
Education
University of Michigan 1993 — 1998
Bachelors, Finance/Management
Dearborn High School 1989 — 1993
TIAA-CREF February 2009 - Present
JC Trading Group 2006 - 2009
Rosenthal Collins Equities/ Novi, MI October 2004 - December 2006
Southwest Securities 2001 - 2004
Olde Discount Corporation June 1998 - December 2001
Skills
Series 63, Series 7, Series 24, Life & Health Insurance..., Series 65, Series 55
Education
University of Michigan 1993 — 1998
Bachelors, Finance/Management
Dearborn High School 1989 — 1993
Ron Abramson's Olde Discount Corporation Experience October 1996 - July 1997
Job Associate Portfolio Consultant
Industry Financial Services
Experience
Charles Schwab July 1997 - Present
Charles Schwab August 2008 - December 2010
Charles Schwab 1997 - 2009
Olde Discount Corporation October 1996 - July 1997
Skills
Series 7, Series 63, Series 24, Mutual Funds, ETFs, Securities, Wealth Management, Options, Equities, Investments, Equity Trading, Trading, Strategic Financial..., Portfolio Management, Brokerage, Stocks, Derivatives, Technical Analysis, FINRA, Financial Advisory, Fixed Income, Investment Advisory, Financial Planning
Education
College for Financial Planning 2011 — 2012
Completed 11/09/2012, Financial Planning and Services
University of North Florida 1990 — 1994
Bachelor's degree, Psychology
Charles Schwab July 1997 - Present
Charles Schwab August 2008 - December 2010
Charles Schwab 1997 - 2009
Olde Discount Corporation October 1996 - July 1997
Skills
Series 7, Series 63, Series 24, Mutual Funds, ETFs, Securities, Wealth Management, Options, Equities, Investments, Equity Trading, Trading, Strategic Financial..., Portfolio Management, Brokerage, Stocks, Derivatives, Technical Analysis, FINRA, Financial Advisory, Fixed Income, Investment Advisory, Financial Planning
Education
College for Financial Planning 2011 — 2012
Completed 11/09/2012, Financial Planning and Services
University of North Florida 1990 — 1994
Bachelor's degree, Psychology
Ron LaPlatt's Olde Discount Corporation Experience 1999 - 2000
Job Chief SAP Architect
Industry Automotive
Experience
General Motors 2000 - Present
Olde Discount Corporation 1999 - 2000
Kmart Corporation 1987 - 1999
R L Polk September 1986 - April 1987
Skills
SDLC, Integration, Technical Architecture, Program Management, Enterprise Architecture, IT Strategy, SAP, E-commerce, Business Intelligence, ERP, Architecture, Vendor Management, Software Project..., ITIL, Java, IT Management, Business Process, Business Analysis
Education
Eastern Michigan University
BSCS, Computer Science
Walsh College
MSBIT, Business - Technology
General Motors 2000 - Present
Olde Discount Corporation 1999 - 2000
Kmart Corporation 1987 - 1999
R L Polk September 1986 - April 1987
Skills
SDLC, Integration, Technical Architecture, Program Management, Enterprise Architecture, IT Strategy, SAP, E-commerce, Business Intelligence, ERP, Architecture, Vendor Management, Software Project..., ITIL, Java, IT Management, Business Process, Business Analysis
Education
Eastern Michigan University
BSCS, Computer Science
Walsh College
MSBIT, Business - Technology
Richard Gabbei's Olde Discount Corporation Experience March 1993 - July 1995
Job Regional Supervisory Principal at Allstate Financial
Industry Financial Services
Experience
Allstate Financial November 2002 - Present
AXA Advisors July 2000 - November 2002
US Trust Corporation / UST Securities May 1997 - July 2000
Paine Webber July 1995 - May 1997
Olde Discount Corporation March 1993 - July 1995
Education
Michigan State University 1982 — 1988
BA, Liberal Arts, Humanities, Pre-Law
Allstate Financial November 2002 - Present
AXA Advisors July 2000 - November 2002
US Trust Corporation / UST Securities May 1997 - July 2000
Paine Webber July 1995 - May 1997
Olde Discount Corporation March 1993 - July 1995
Education
Michigan State University 1982 — 1988
BA, Liberal Arts, Humanities, Pre-Law
Laura Digan's Olde Discount Corporation Experience December 1980 - September 1986
Job Director of The RIA Bond Desk
Industry Financial Services
Experience
The RIA Bond Desk - Insitutional Trade Desk for Fixed Income November 2012 - Present
Sandgrain Securities, Inc April 2009 - February 2012
JVB Financial Group, LLC 2005 - 2009
Prudential Securities September 1986 - March 1990
OLDE Discount Corporation December 1980 - September 1986
Skills
Fixed Income, Trading, Investments, Portfolio Management, Equities, Series 7, Asset Managment, Series 63, Wealth Management, Structured Products, Securities, Investment Banking, Capital Markets, Bloomberg, Financial Services, Bonds, Asset Allocation, Mutual Funds
Education
University of Michigan 1977 — 1981
Liberal Arts & Sciences, Economics and Mass Communication
Grosse Point North High School
The RIA Bond Desk - Insitutional Trade Desk for Fixed Income November 2012 - Present
Sandgrain Securities, Inc April 2009 - February 2012
JVB Financial Group, LLC 2005 - 2009
Prudential Securities September 1986 - March 1990
OLDE Discount Corporation December 1980 - September 1986
Skills
Fixed Income, Trading, Investments, Portfolio Management, Equities, Series 7, Asset Managment, Series 63, Wealth Management, Structured Products, Securities, Investment Banking, Capital Markets, Bloomberg, Financial Services, Bonds, Asset Allocation, Mutual Funds
Education
University of Michigan 1977 — 1981
Liberal Arts & Sciences, Economics and Mass Communication
Grosse Point North High School
Paul Hoener's Olde Discount Corporation Experience January 1994 - January 2000
Job Portfolio Account Administrator at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2012 - Present
Ameriprise Advisors Services, Inc January 2008 - October 2009
H&R Block Financial Advisors, Inc January 2000 - January 2008
Olde Discount Corporation January 1994 - January 2000
Olde Discount Corporation January 1987 - January 1994
Skills
Portfolio Management, Cash Management, Investment Advisory, Finance, Financial Advisory, Accounting, Management, Mutual Funds, Series 7, Trading, Equities, Program Management, Asset Management, Bonds, Series 63, Strategic Financial..., Risk Management, Leadership, Investments, Funding, Wealth Management, Financial Reporting, Securities, Insurance
Education
University of Detroit 1982 — 1986
Masters Degree, Business Administration
University of Michigan 1977 — 1982
Bachelor of Arts, Economics
Raymond James Financial Inc. October 2012 - Present
Ameriprise Advisors Services, Inc January 2008 - October 2009
H&R Block Financial Advisors, Inc January 2000 - January 2008
Olde Discount Corporation January 1994 - January 2000
Olde Discount Corporation January 1987 - January 1994
Skills
Portfolio Management, Cash Management, Investment Advisory, Finance, Financial Advisory, Accounting, Management, Mutual Funds, Series 7, Trading, Equities, Program Management, Asset Management, Bonds, Series 63, Strategic Financial..., Risk Management, Leadership, Investments, Funding, Wealth Management, Financial Reporting, Securities, Insurance
Education
University of Detroit 1982 — 1986
Masters Degree, Business Administration
University of Michigan 1977 — 1982
Bachelor of Arts, Economics
Stephen Nicolai's Olde Discount Corporation Experience 1993 - 1998
Job President at Harbourside Capital Mgt, LLC
Industry Financial Services
Experience
Harbourside Capital Management, LLC 2001 - Present
Olde Discount Stockbrokers 1993 - 1999
OLDE DISCOUNT CORPORATION 1993 - 1998
Skills
Investments, Asset Managment, Hedge Funds, Series 7, Securities, Equities, Alternative Investments, Options, Portfolio Management, Trading, Investment Advisory, Risk Management, Electronic Trading
Education
Miami University 1988 — 1992
BA, Philosophy, Coaching
Harbourside Capital Management, LLC 2001 - Present
Olde Discount Stockbrokers 1993 - 1999
OLDE DISCOUNT CORPORATION 1993 - 1998
Skills
Investments, Asset Managment, Hedge Funds, Series 7, Securities, Equities, Alternative Investments, Options, Portfolio Management, Trading, Investment Advisory, Risk Management, Electronic Trading
Education
Miami University 1988 — 1992
BA, Philosophy, Coaching
Richard Abernathy's Olde Discount Corporation Experience August 1998 - June 2000
Job AML Compliance Officer at Consulting Services Support Corporation
Industry Financial Services
Experience
Consulting Services Support Corporation July 2014 - Present
Consulting Services Support Corporation June 2010 - Present
Ameriprise Financial Services, Inc. June 2007 - October 2009
H&R Block Financial Advisors Inc November 2002 - June 2007
H&R Block Financial Advisors June 2000 - November 2002
OLDE Discount Corporation August 1998 - June 2000
Education
Our Lady of Mount Carmel High School
Our Lady of Mount Carmel High School
University of Michigan
Bachelor of Arts, Economics
Consulting Services Support Corporation July 2014 - Present
Consulting Services Support Corporation June 2010 - Present
Ameriprise Financial Services, Inc. June 2007 - October 2009
H&R Block Financial Advisors Inc November 2002 - June 2007
H&R Block Financial Advisors June 2000 - November 2002
OLDE Discount Corporation August 1998 - June 2000
Education
Our Lady of Mount Carmel High School
Our Lady of Mount Carmel High School
University of Michigan
Bachelor of Arts, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY