Roney & Co.
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Roney & Co. Employees
Roost LA January 2015 - Present
GLO Bags LLC October 2009 - Present
Keller Williams Real Estate April 2013 - January 2015
GVR Co. September 1997 - December 2000
Roney & Co. September 1994 - September 1997
Skills
Trend Analysis, Retail, Fashion, Merchandising, Apparel, Textiles, E-commerce, Product Development, Brand Development, Marketing, Social Media Marketing, Brand Management, Visual Merchandising, Online Marketing, Jewelry, Footwear, Wholesale, Trade Shows, Sales, Creative Direction, Marketing Strategy, Trend, Entrepreneurship, Styling, Fashion Design, Luxury, Real Estate, Selling, Contract Negotiation, Customer Service, Strategic Planning, Management, Negotiation, Social Media, Investment Properties
Education
DePaul University 1997 — 2000
MBA, Finance
Wayne State University 1989 — 1993
B.A., Economics
Mercy 1985 — 1989
Berwick Associates October 2014 - Present
Healthcare IT U.S. Leaders 2014 - Present
Oakwood Health System (through CareTech Professional Services) February 2014 - September 2014
Johns Hopkins Medicine (through CareTech Professional Services) April 2012 - August 2013
CareTech Solutions November 2008 - March 2012
Berwick Associates, Inc. April 2004 - October 2008
H&R Block Financial Advisors May 2003 - March 2004
JP Morgan Chase October 1999 - December 2002
Roney & Co. January 1995 - October 1999
Berwick Associates, Inc. January 1985 - December 1994
Skills
Integration, Strategy, SDLC, Enterprise Architecture, Disaster Recovery, Enterprise Software, Requirements Analysis, Project Management, Change Management, Software Development, Management, Leadership, Process Improvement, Start-ups, Outsourcing, Strategic Planning, Risk Management, Six Sigma, Quality Assurance, ITIL Certified, Large Projects, Fault Tolerant Systems, Healthcare Information..., Application Architecture, IT Infrastructure Design, Cost Management, Profit Maximization, Web Services, Agile Application..., Construction Management, Redundant Systems, Electrical Engineering, Emergency Notification..., CIOs, CIO, IT Strategy, IT Management, IT Operations, ITIL, IT Service Management, IT Solutions
Education
University of Michigan
Master of Business Administration (M.B.A.), Financial Controls & Information Systems
Michigan Technological University
BSEE, Electrical Engineering Power & Control Systems
WellCare February 2014 - Present
Raymond James Financial Inc. September 1999 - December 2014
Roney & Co. June 1997 - August 1999
Olde Discount Brokerage Firm 1986 - 1988
Olde Discount Brokerage Firm 1986 - 1988
Skills
ITIL, Disaster Recovery, Servers, IT Management, Requirements Analysis, SDLC, Windows Server, IT Strategy, VMware, Microsoft SQL Server, Process Improvement, SharePoint, Active Directory, Vendor Management, Visio, Business Analysis, PMP, Software Project..., SQL, Technical Support, Cisco Technologies, Integration, Troubleshooting, Requirements Gathering, Enterprise Architecture, System Administration, VPN, Windows 7, Databases, IT Operations, IIS, Data Center, Security, DNS, Information Technology, Business Process, Business Process..., IT Service Management, Help Desk Support, Change Management, Software Documentation, Incident Management, Citrix, Microsoft Exchange, Operating Systems, Network Security, Business Continuity, Systems Analysis, PMO
Education
Macomb Community College
Computer Information Systems
Progressive Insurance February 1999 - Present
Phoenix Flower Shops February 1998 - February 1999
Roney & Co. August 1995 - July 1997
Skills
Property & Casualty..., Insurance, Claim, Insurance Claims, Liability, Arbitration, Injury, Florist, Property Damage, Casualty, Legal Liability, Liability Analysis, Claim Investigation, Claims Resolution, General Insurance, Claims Handling, Underwriting, Accident, Training, Team Building, Casualty Insurance
Education
Arizona State University 1997 — 2001
Bachelor's degree, Journalism/English
Raymond James January 1999 - Present
Roney & Co. January 1997 - January 1999
Education
Indiana University Bloomington
Bachelor's degree, Business
Matthew Swegles Wealth Management of Raymond James November 2012 - Present
Comerica Wealth & Institutional Management 2003 - November 2012
PaineWebber June 2001 - February 2003
Roney & Co. December 1999 - June 2001
Skills
Asset Management, Portfolio Management, Alternative Investments, Series 7, Financial Planning, Risk Management, Wealth Transfer, Strategic Financial..., Asset Managment, Retirement Planning, Wealth, Wealth Management, Investment Advisory, Investments, Financial Analysis, Finance, Asset Allocation, Securities, Financial Advisory, Mutual Funds
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Accredited Investment Fiduciary, Investments and Securities
Western Michigan University
Bachelor's degree, Business/Commerce, General
GROSSE POINTE SOUTH
Tradewinds Consulting BOD & Co-founderAdvanced Battery Concepts2009 - 2012
TRIG Tire & Wheel 2009 - 2010
Roney & Co. 1995 - 1998
Ernst & Young 1994 - 1995
Skills
Strategic Planning, Marketing Strategy, Entrepreneurship, Social Media Marketing, Start-ups, Mergers & Acquisitions, Marketing, New Business Development, Small Business, Online Advertising, Venture Capital, Strategic Partnerships, Consultants, Team Building, Social Media, Corporate Development, Business Planning, Business Strategy, Strategy
Education
University of Michigan 1992 — 1994
MBA, Corporate Strategy & Finance
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
Financial One Accounting, Inc. November 2014 - Present
Self Employed March 2011 - November 2014
Raymond James & Associates, Inc. September 1999 - December 2009
Roney & Co July 1997 - September 1999
Roney & Co. July 1993 - July 1997
Roney & Co. July 1991 - July 1993
THE CROWN GROUP, INC August 1989 - December 1990
Taylor Publishing Company January 1988 - June 1989
Skills
Employee Relations, Organizational..., Mergers, Benefits, Performance Management, Leadership Development, Employee Benefits, Succession Planning, Compensation, Coaching, Employment Law, HR Policies, HR Strategy, Onboarding, Benefits Administration, HR Consulting, Interviewing, Conflict Resolution, Policy, Performance Appraisal, PeopleSoft, Applicant Tracking..., Supervisory Skills, Deferred Compensation, Analysis, Management, Human Resources, Strategy, Personnel Management, HRIS, Recruiting, Training, Interviews, Leadership, Change Management, Employee Training, New Hire Orientations, Talent Management, Management Consulting, Program Management, Payroll, Temporary Placement, Strategic Planning, College Recruiting, Career Development, FMLA, Employee Engagement, Hiring, Talent Acquisition, Organizational...
Education
The University of Texas at Dallas 1983 — 1987
Bachelor of Arts, General Studies, Management and Organizational Behavior
SeaCrest Wealth Management September 2014 - Present
Huntington National Bank May 2012 - August 2014
The PrivateBank November 1999 - May 2012
Roney & Co. June 1994 - October 1999
Skills
Portfolio Management, Asset Managment, Asset Allocation, Strategic Financial..., Wealth Preservation...
Education
Albion College 1984 — 1988
B.S., Economics and Management
Yolles, Toal & Post - Diversified Portfolios, Inc. October 1993 - Present
Advance Capital Management October 1989 - October 1993
Roney & Co. September 1988 - October 1989
Education
University of Detroit Mercy 1980 — 1984
JD, MBA
Albion College 1976 — 1980
BA, Economics
University of Detroit, Jesuit HS 1972 — 1976
Conifer Holdings, Inc April 2010 - Present
First Mercury Financial Corporation May 2008 - April 2010
North Pointe Holdings Corporation September 1999 - April 2008
Roney & Co. September 1988 - September 1999
Skills
Insurance, Mergers, Strategic Financial..., Investments, Finance, Corporate Finance, Banking, Due Diligence, Budgets, Asset Managment, Mergers & Acquisitions, Underwriting, Asset Management, Financial Analysis, Portfolio Management, Risk Management, Financial Risk, Reinsurance, Property & Casualty..., Commercial Insurance, Casualty, Legal Liability, Financial Planning, Casualty Insurance
Education
University of Notre Dame 1982 — 1986
Bachelor of Arts (B.A.)
University Of Detroit 1986 — 1988
MBA, finance
Brother Rice HS 1978 — 1982