Sequoia Financial Group
Industry: Company
DescriptionFounded: 1991 Subsidiaries: Sequoia Financial Advisors, LLC, Hammerman & Strickland, LLC
Sequoia Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sequoia Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Sequoia Financial Group Employees
Employee
Years
Job
Industry
Jon Emerson, CPA Jon Emerson, CPA's Sequoia Financial Group Experience February 2010 - December 2010
Job Market Analyst at Vitamix
Industry Market Research
Experience
Vitamix December 2013 - Present
Skoda Minotti November 2011 - June 2013
Sequoia Financial Group February 2010 - December 2010
ValMark Securities, Inc January 2009 - June 2010
Brockman, Coats, Gedelian & Co. May 2008 - August 2008
Bosshard Investment Management Company July 2006 - January 2007
Skills
Corporate Tax, Internal Audit, Financial Reporting, Financial Analysis, Cash Flow, Portfolio Management, Tax Accounting, Tax, Accounting, QuickBooks, Auditing, Microsoft Excel, GAAP, Tax Preparation, Partnership Taxation, CPA, Networking, PowerPoint, Finance, Tax Returns, Access, Customer Service, Income Tax
Education
The University of Akron 2006 — 2011
Bachelor of Science in Accountancy and Bachelor in Business Administration / Financial Planning, Accounting, Financial Planning, Sales Management
Cuyahoga Valley Christian Academy
Vitamix December 2013 - Present
Skoda Minotti November 2011 - June 2013
Sequoia Financial Group February 2010 - December 2010
ValMark Securities, Inc January 2009 - June 2010
Brockman, Coats, Gedelian & Co. May 2008 - August 2008
Bosshard Investment Management Company July 2006 - January 2007
Skills
Corporate Tax, Internal Audit, Financial Reporting, Financial Analysis, Cash Flow, Portfolio Management, Tax Accounting, Tax, Accounting, QuickBooks, Auditing, Microsoft Excel, GAAP, Tax Preparation, Partnership Taxation, CPA, Networking, PowerPoint, Finance, Tax Returns, Access, Customer Service, Income Tax
Education
The University of Akron 2006 — 2011
Bachelor of Science in Accountancy and Bachelor in Business Administration / Financial Planning, Accounting, Financial Planning, Sales Management
Cuyahoga Valley Christian Academy
Russell Moenich Russell Moenich's Sequoia Financial Group Experience October 2013 - Present
Job Chief Investment Officer at Sequoia Financial Group
Industry Financial Services
Experience
Sequoia Financial Group October 2013 - Present
RPM Capital Ltd. July 2008 - Present
Advisor Consultant Network, Inc. July 2008 - Present
Winfield Associates Inc. March 2013 - September 2013
Van Cleef Asset Management Inc. July 1996 - June 2008
Skills
Portfolio Management, Investments, Financial Analysis, Business Strategy, Investment Advisory, Investment Strategies, Financial Markets, Equities, Financial Control, Business Management, Investment Compliance, Strategy Development, Strategy, Management, Business Development, Asset Management, Alternative Investments, Financial Modeling, Asset Allocation, Wealth Management
Education
Case Western Reserve University - Weatherhead School of Management 1999 — 2001
Master of Business Administration, Banking & Finance
John Carroll University 1992 — 1996
Bachelor of Arts, Economics & Chemistry
Sequoia Financial Group October 2013 - Present
RPM Capital Ltd. July 2008 - Present
Advisor Consultant Network, Inc. July 2008 - Present
Winfield Associates Inc. March 2013 - September 2013
Van Cleef Asset Management Inc. July 1996 - June 2008
Skills
Portfolio Management, Investments, Financial Analysis, Business Strategy, Investment Advisory, Investment Strategies, Financial Markets, Equities, Financial Control, Business Management, Investment Compliance, Strategy Development, Strategy, Management, Business Development, Asset Management, Alternative Investments, Financial Modeling, Asset Allocation, Wealth Management
Education
Case Western Reserve University - Weatherhead School of Management 1999 — 2001
Master of Business Administration, Banking & Finance
John Carroll University 1992 — 1996
Bachelor of Arts, Economics & Chemistry
Sara Gans Sara Gans's Sequoia Financial Group Experience September 2014 - Present
Job Associate, Private Client Services at Sequoia Financial Group
Industry Executive Office
Experience
Sequoia Financial Group September 2014 - Present
KeyBank January 2013 - August 2014
Cleveland Clinic October 2012 - December 2012
UBS Wealth Management June 2012 - August 2012
The Vault August 2010 - May 2011
Education
Kent State University 2009 — 2013
Finance and Entrepreneurship with a Marketing Minor
Mayfield High School
Sequoia Financial Group September 2014 - Present
KeyBank January 2013 - August 2014
Cleveland Clinic October 2012 - December 2012
UBS Wealth Management June 2012 - August 2012
The Vault August 2010 - May 2011
Education
Kent State University 2009 — 2013
Finance and Entrepreneurship with a Marketing Minor
Mayfield High School
D. Patrick Potter II D. Patrick Potter II's Sequoia Financial Group Experience May 2013 - December 2013
Job
Industry Marketing and Advertising
Experience
Sequoia Financial Group May 2013 - December 2013
U.S. Senator Sherrod Brown (D-OH) January 2013 - May 2013
Bender Financial Group May 2012 - December 2012
Education
Kent State University 2009 — 2014
Bachelor's Degree
Sequoia Financial Group May 2013 - December 2013
U.S. Senator Sherrod Brown (D-OH) January 2013 - May 2013
Bender Financial Group May 2012 - December 2012
Education
Kent State University 2009 — 2014
Bachelor's Degree
LiJean Donovan LiJean Donovan's Sequoia Financial Group Experience July 2001 - Present
Job Senior Associate, Client Service at Sequoia Financial Group
Industry Financial Services
Experience
Sequoia Financial Group July 2001 - Present
Bergan, Krost & Assoc. July 1987 - July 2001
Education
Miami University 1976 — 1980
Bachelor of Science (BS), Mathematics and Statistics
Sequoia Financial Group July 2001 - Present
Bergan, Krost & Assoc. July 1987 - July 2001
Education
Miami University 1976 — 1980
Bachelor of Science (BS), Mathematics and Statistics
Kristen Pennington's Sequoia Financial Group Experience May 2013 - December 2013
Job Retail Analyst at FirstMerit Bank
Industry Banking
Experience
FirstMerit Bank December 2014 - Present
Stark State College February 2013 - December 2014
Sequoia Financial Group May 2013 - December 2013
The University of Akron January 2012 - May 2013
Brown Mackie College January 2010 - December 2012
Malone University 2001 - 2003
Coventry High School 1998 - 1999
YMCA Phoenix School 1997 - 1998
Skills
Matlab, Data Analysis, Statistics, Mathematical Modeling, Microsoft Excel, Microsoft Office, SQL, SAS, Higher Education, Secondary Education, Academic Tutoring, Microsoft Word, Programming, Public Speaking
Education
The University of Akron 2010 — 2013
Master's Degree, Applied Mathematics, 3.7
Malone College 1993 — 1997
Bachelor's Degree, Mathematics, 3.5
FirstMerit Bank December 2014 - Present
Stark State College February 2013 - December 2014
Sequoia Financial Group May 2013 - December 2013
The University of Akron January 2012 - May 2013
Brown Mackie College January 2010 - December 2012
Malone University 2001 - 2003
Coventry High School 1998 - 1999
YMCA Phoenix School 1997 - 1998
Skills
Matlab, Data Analysis, Statistics, Mathematical Modeling, Microsoft Excel, Microsoft Office, SQL, SAS, Higher Education, Secondary Education, Academic Tutoring, Microsoft Word, Programming, Public Speaking
Education
The University of Akron 2010 — 2013
Master's Degree, Applied Mathematics, 3.7
Malone College 1993 — 1997
Bachelor's Degree, Mathematics, 3.5
Andrea Fisher's Sequoia Financial Group Experience June 2014 - Present
Job Producer Assistant at Sequoia Financial Group
Industry Financial Services
Experience
Sequoia Financial Group June 2014 - Present
ITG June 2013 - August 2013
Morgan Stanley Wealth Management October 2012 - December 2012
Education
Bates College 2010 — 2014
Bachelor of Arts (B.A.), Mathematics
Holderness School
Sequoia Financial Group June 2014 - Present
ITG June 2013 - August 2013
Morgan Stanley Wealth Management October 2012 - December 2012
Education
Bates College 2010 — 2014
Bachelor of Arts (B.A.), Mathematics
Holderness School
Alexander Jeffries Alexander Jeffries's Sequoia Financial Group Experience January 2013 - May 2013
Job Advisory Operations Specialist at ValMark Securities
Industry Financial Services
Experience
ValMark Securities May 2013 - Present
Sequoia Financial Group January 2013 - May 2013
DFAS - Defense Finance and Accounting Service May 2012 - August 2012
Kent State University Department of Resident Services January 2011 - February 2012
International Co-operative Alliance August 2010 - December 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Research, Customer Service, Teamwork, Time Management, Access, Leadership, Microsoft CRM, Fusion, Process Improvement, Event Planning
Education
Kent State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Minor: International Business
Garfield Heights High School 2004 — 2008
Diploma with Honors, College Preparation
ValMark Securities May 2013 - Present
Sequoia Financial Group January 2013 - May 2013
DFAS - Defense Finance and Accounting Service May 2012 - August 2012
Kent State University Department of Resident Services January 2011 - February 2012
International Co-operative Alliance August 2010 - December 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Research, Customer Service, Teamwork, Time Management, Access, Leadership, Microsoft CRM, Fusion, Process Improvement, Event Planning
Education
Kent State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Minor: International Business
Garfield Heights High School 2004 — 2008
Diploma with Honors, College Preparation
Shaun Kapusinski Shaun Kapusinski's Sequoia Financial Group Experience February 2003 - Present
Job Managing Director, Operations at Sequoia Financial Group
Industry Financial Services
Experience
Sequoia Financial Group February 2003 - Present
Cowan Financial Group December 2001 - September 2002
Skills
Process Improvement, CRM, Management, Customer Service
Education
The University of Akron 2008 — 2010
MBA, Management
The University of Akron 1997 — 2001
Bus. Admin., Marketing, Int'l Business
Copley High School 1994 — 1998
Sequoia Financial Group February 2003 - Present
Cowan Financial Group December 2001 - September 2002
Skills
Process Improvement, CRM, Management, Customer Service
Education
The University of Akron 2008 — 2010
MBA, Management
The University of Akron 1997 — 2001
Bus. Admin., Marketing, Int'l Business
Copley High School 1994 — 1998
Michael Chisnell, Jr., CFP®, QPFC, AIF®'s Sequoia Financial Group Experience November 2010 - Present
Job Managing Director Institutional and Asset Management Services at Sequoia Financial Group
Industry Financial Services
Experience
Sequoia Financial Group November 2010 - Present
Barberton Community Foundation November 2010 - Present
ASPPA January 2010 - April 2012
ValMark Securities May 2005 - October 2010
Magic City Machine August 2000 - January 2006
Skills
Retirement Planning, Investments, Retirement, Financial Planning, Finance, Series 7, Management, Mutual Funds, Wealth Management, Financial Analysis, 401k, Portfolio Management, Strategic Planning, Financial Services
Education
The University of Akron 2002 — 2005
Finance - Cum Laude, Finance, Financial Planning, Real Estate
University of Mount Union 1999 — 2000
Accounting and International Business with a Minor in German
Barberton
Barberton
Sequoia Financial Group November 2010 - Present
Barberton Community Foundation November 2010 - Present
ASPPA January 2010 - April 2012
ValMark Securities May 2005 - October 2010
Magic City Machine August 2000 - January 2006
Skills
Retirement Planning, Investments, Retirement, Financial Planning, Finance, Series 7, Management, Mutual Funds, Wealth Management, Financial Analysis, 401k, Portfolio Management, Strategic Planning, Financial Services
Education
The University of Akron 2002 — 2005
Finance - Cum Laude, Finance, Financial Planning, Real Estate
University of Mount Union 1999 — 2000
Accounting and International Business with a Minor in German
Barberton
Barberton
Justin Rush, CFP® Justin Rush, CFP®'s Sequoia Financial Group Experience December 2006 - January 2009
Job Founder at JGR Financial Solutions
Industry Financial Services
Experience
JGR Financial Solutions June 2015 - Present
Storey & Associates May 2009 - June 2015
NAPFA Genesis January 2012 - June 2014
Wilcox Wealth Management January 2009 - May 2009
Sequoia Financial Group December 2006 - January 2009
Education
University of Mount Union 2003 — 2007
BA, Finance & Accounting
JGR Financial Solutions June 2015 - Present
Storey & Associates May 2009 - June 2015
NAPFA Genesis January 2012 - June 2014
Wilcox Wealth Management January 2009 - May 2009
Sequoia Financial Group December 2006 - January 2009
Education
University of Mount Union 2003 — 2007
BA, Finance & Accounting
Chad Nugen Chad Nugen's Sequoia Financial Group Experience May 2014 - May 2015
Job Credit Risk Analyst at KeyBank
Industry Banking
Experience
KeyBank June 2015 - Present
Sequoia Financial Group May 2014 - May 2015
Kent State University August 2012 - May 2014
Gordon Food Service May 2012 - May 2014
BlackOut Attire November 2012 - April 2013
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Strategic Planning, Public Speaking, Research, Process Improvement, Sales, Investments, Leadership, Teamwork, Time Management, Finance, Financial Analysis, Accounting, Data Analysis, Budgets, Economics, Asset Management, Analysis, Team Leadership, Team Building, Business Strategy, Forecasting
Education
Kent State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, Senior
KeyBank June 2015 - Present
Sequoia Financial Group May 2014 - May 2015
Kent State University August 2012 - May 2014
Gordon Food Service May 2012 - May 2014
BlackOut Attire November 2012 - April 2013
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Strategic Planning, Public Speaking, Research, Process Improvement, Sales, Investments, Leadership, Teamwork, Time Management, Finance, Financial Analysis, Accounting, Data Analysis, Budgets, Economics, Asset Management, Analysis, Team Leadership, Team Building, Business Strategy, Forecasting
Education
Kent State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, Senior
Connor Jarvis's Sequoia Financial Group Experience May 2015 - Present
Job Business Development Intern at Sequoia Financial Group
Industry Financial Services
Experience
Sequoia Financial Group May 2015 - Present
Pi Sigma Epsilon Miami University October 2014 - Present
Miami University: Farmer School Golf Classic September 2013 - Present
Miami University January 2015 - June 2015
Campus Cards 2012 - 2015
Send Out Cards 2011 - 2015
Viking Enterprises August 2011 - 2012
Skills
Microsoft Office, Social Networking, Public Speaking, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Time Management, Facebook, Entrepreneurship, Finance, Teamwork, Sales, Management, Customer Service, Strategic Planning, Business Development, Team Building, Research, Team Leadership
Education
Miami University 2012 — 2016
Bachelor’s Degree, Finance, Senior
North Canton Hoover High School 2010 — 2012
Sequoia Financial Group May 2015 - Present
Pi Sigma Epsilon Miami University October 2014 - Present
Miami University: Farmer School Golf Classic September 2013 - Present
Miami University January 2015 - June 2015
Campus Cards 2012 - 2015
Send Out Cards 2011 - 2015
Viking Enterprises August 2011 - 2012
Skills
Microsoft Office, Social Networking, Public Speaking, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Time Management, Facebook, Entrepreneurship, Finance, Teamwork, Sales, Management, Customer Service, Strategic Planning, Business Development, Team Building, Research, Team Leadership
Education
Miami University 2012 — 2016
Bachelor’s Degree, Finance, Senior
North Canton Hoover High School 2010 — 2012
Angela Wentz's Sequoia Financial Group Experience September 2012 - Present
Job Senior Associate, Private Client Service at Sequoia Financial Group
Industry Financial Services
Experience
Sequoia Financial Group September 2012 - Present
Skills
Financial Analysis, Customer Service, Finance, Microsoft Office, Microsoft Excel, Budgets, Financial Planning, Personal Financial..., Personal Finance, Wealth Management, Wealth Management..., Life & Health Insurance..., Series 7, series 66
Education
Hollins University 2007 — 2010
Bachelor of Arts (B.A.), Business/Corporate Communications, Magna Cum Laude
Sequoia Financial Group September 2012 - Present
Skills
Financial Analysis, Customer Service, Finance, Microsoft Office, Microsoft Excel, Budgets, Financial Planning, Personal Financial..., Personal Finance, Wealth Management, Wealth Management..., Life & Health Insurance..., Series 7, series 66
Education
Hollins University 2007 — 2010
Bachelor of Arts (B.A.), Business/Corporate Communications, Magna Cum Laude
Gregory Montague's Sequoia Financial Group Experience July 2012 - February 2013
Job Sabatical
Industry Financial Services
Experience
Home June 2014 - Present
Charlotte State Banc Investor Services May 2013 - June 2014
Sequoia Financial Group July 2012 - February 2013
SunTrust Bank February 2008 - July 2012
Partners Bank of Naples June 2007 - February 2008
Huntington Private Bank, Naples December 2005 - July 2007
TIB Bank 2002 - 2004
Wachovia, A Wells Fargo Company 2000 - 2002
Skills
Loans, Commercial Banking, Banking, Commercial Lending, Investments, Retirement Planning, Finance, Credit, Leadership, New Business Development, Sales, Wealth Management, Private Banking, Financial Services, Management, Mortgage Lending, Small Business, Strategy, Strategic Financial..., Portfolio Management, Real Estate, Business Development, Financial Analysis, Risk Management, Financial Advisory
Education
St. Mary's College of Maryland 1979 — 1984
Home June 2014 - Present
Charlotte State Banc Investor Services May 2013 - June 2014
Sequoia Financial Group July 2012 - February 2013
SunTrust Bank February 2008 - July 2012
Partners Bank of Naples June 2007 - February 2008
Huntington Private Bank, Naples December 2005 - July 2007
TIB Bank 2002 - 2004
Wachovia, A Wells Fargo Company 2000 - 2002
Skills
Loans, Commercial Banking, Banking, Commercial Lending, Investments, Retirement Planning, Finance, Credit, Leadership, New Business Development, Sales, Wealth Management, Private Banking, Financial Services, Management, Mortgage Lending, Small Business, Strategy, Strategic Financial..., Portfolio Management, Real Estate, Business Development, Financial Analysis, Risk Management, Financial Advisory
Education
St. Mary's College of Maryland 1979 — 1984
Josh Stoll's Sequoia Financial Group Experience June 2007 - April 2008
Job Product Manager at National Interstate Insurance Company
Industry Insurance
Experience
National Interstate Insurance Company March 2015 - Present
National Interstate Insurance Company April 2011 - March 2015
National Interstate Insurance Company June 2008 - April 2011
Sequoia Financial Group June 2007 - April 2008
Skills
Insurance, Financial Planning, Microsoft Office, Customer Service, Excel, Risk Management, PowerPoint, Financial Analysis, Word, Underwriting, Analysis, Customer Relations, Process Improvement, Account Management, Data Analysis, Teamwork, SharePoint, Product Management, Outlook, Program Management, Commercial Insurance, Business Strategy, Microsoft Excel
Education
Cleveland State University 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Miami University 2003 — 2007
BS, Finance
National Interstate Insurance Company March 2015 - Present
National Interstate Insurance Company April 2011 - March 2015
National Interstate Insurance Company June 2008 - April 2011
Sequoia Financial Group June 2007 - April 2008
Skills
Insurance, Financial Planning, Microsoft Office, Customer Service, Excel, Risk Management, PowerPoint, Financial Analysis, Word, Underwriting, Analysis, Customer Relations, Process Improvement, Account Management, Data Analysis, Teamwork, SharePoint, Product Management, Outlook, Program Management, Commercial Insurance, Business Strategy, Microsoft Excel
Education
Cleveland State University 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Miami University 2003 — 2007
BS, Finance
Ryan Baney Ryan Baney's Sequoia Financial Group Experience December 2011 - Present
Job Manager, Private Client Services at Sequoia Financial Group
Industry Financial Services
Experience
Sequoia Financial Group December 2011 - Present
Skills
Strategic Financial..., Investments, Account Management, Financial Analysis, Data Analysis, Forecasting, Equities, Financial Statement..., Budgets, Risk Management, Retirement Planning
Education
The American College of Financial Services 2013 — 2015
Towson University 2004 — 2007
B.S., Business Management
Sequoia Financial Group December 2011 - Present
Skills
Strategic Financial..., Investments, Account Management, Financial Analysis, Data Analysis, Forecasting, Equities, Financial Statement..., Budgets, Risk Management, Retirement Planning
Education
The American College of Financial Services 2013 — 2015
Towson University 2004 — 2007
B.S., Business Management
Kenan Sprague Kenan Sprague's Sequoia Financial Group Experience May 2015 - Present
Job Financial Services Intern
Industry Financial Services
Experience
Sequoia Financial Group May 2015 - Present
Hartville Hardware August 2013 - May 2015
Martin Steel Fabrication June 2012 - March 2013
Skills
Public Speaking, Critical Thinking, Debate, Speech Writing, Communication Skills, Rhetoric, Policy Research
Education
The University of Akron 2014 — 2018
Bachelor's Degree, Finance
Home Educated
Sequoia Financial Group May 2015 - Present
Hartville Hardware August 2013 - May 2015
Martin Steel Fabrication June 2012 - March 2013
Skills
Public Speaking, Critical Thinking, Debate, Speech Writing, Communication Skills, Rhetoric, Policy Research
Education
The University of Akron 2014 — 2018
Bachelor's Degree, Finance
Home Educated
Mark D. Wilcox, CFP® Mark D. Wilcox, CFP®'s Sequoia Financial Group Experience 2007 - 2008
Job Managing Director at Stratos Wealth Partners and CEO at Hudson Wealth Managment
Industry Investment Management
Experience
Stratos Wealth Partners August 2013 - Present
Hudson Wealth Management August 2013 - Present
Ameriprise Financial Services, Inc. 2012 - 2013
Ameriprise Financial January 2009 - November 2012
Sequoia Financial Group 2007 - 2008
Manning & Napier Advisors March 2004 - October 2006
Education
CVCA
The University of Akron
Finance, Personal Finance
Stratos Wealth Partners August 2013 - Present
Hudson Wealth Management August 2013 - Present
Ameriprise Financial Services, Inc. 2012 - 2013
Ameriprise Financial January 2009 - November 2012
Sequoia Financial Group 2007 - 2008
Manning & Napier Advisors March 2004 - October 2006
Education
CVCA
The University of Akron
Finance, Personal Finance
Brian Hagerman Brian Hagerman's Sequoia Financial Group Experience May 2007 - May 2010
Job Founder at Commissioned Life Ministries
Industry Religious Institutions
Experience
Commissioned Life Ministries September 2013 - Present
Elyria Baptist Church March 2013 - February 2014
Offill Financial Group / Princeton Center Planning and Investments May 2010 - November 2010
Sequoia Financial Group May 2007 - May 2010
QualChoice October 2005 - September 2006
Moskal Gross Orchosky April 2004 - October 2005
Booz Allen Hamilton 2002 - 2002
Skills
Discipleship, Youth Ministry, Ministry Development, Discipleship Training, Systematic Theology, Community Outreach, Leadership Development, Marketing, Leadership, Pastoral, College Ministry, Pension Administration, Corporate Services, Institutional...
Education
Liberty University 2011 — 2013
M.A. Theological Studies, Theology
Liberty University 1995 — 2000
B.S., Business/Sport Management, Communications
Liberty University
Masters of Divinity, Theology/Theological Studies
Commissioned Life Ministries September 2013 - Present
Elyria Baptist Church March 2013 - February 2014
Offill Financial Group / Princeton Center Planning and Investments May 2010 - November 2010
Sequoia Financial Group May 2007 - May 2010
QualChoice October 2005 - September 2006
Moskal Gross Orchosky April 2004 - October 2005
Booz Allen Hamilton 2002 - 2002
Skills
Discipleship, Youth Ministry, Ministry Development, Discipleship Training, Systematic Theology, Community Outreach, Leadership Development, Marketing, Leadership, Pastoral, College Ministry, Pension Administration, Corporate Services, Institutional...
Education
Liberty University 2011 — 2013
M.A. Theological Studies, Theology
Liberty University 1995 — 2000
B.S., Business/Sport Management, Communications
Liberty University
Masters of Divinity, Theology/Theological Studies
Holly Price's Sequoia Financial Group Experience 2000 - Present
Job Marketing Director at Cohen & Company
Industry Accounting
Experience
Sequoia Financial Group 2000 - Present
Cohen & Company December 1992 - Present
G2 Direct and Digital March 1991 - October 1992
Skills
Investments, Strategic Financial..., Accounting, Marketing, Management, Marketing Strategy, Marketing Communications, CRM, Microsoft Office, Direct Marketing, QuickBooks, Project Management, Marketing Management, Mergers & Acquisitions, Event Planning
Education
University of Cincinnati 1986 — 1990
BBA, Marketing, Management
Sequoia Financial Group 2000 - Present
Cohen & Company December 1992 - Present
G2 Direct and Digital March 1991 - October 1992
Skills
Investments, Strategic Financial..., Accounting, Marketing, Management, Marketing Strategy, Marketing Communications, CRM, Microsoft Office, Direct Marketing, QuickBooks, Project Management, Marketing Management, Mergers & Acquisitions, Event Planning
Education
University of Cincinnati 1986 — 1990
BBA, Marketing, Management
Alan St. Marie's Sequoia Financial Group Experience May 2005 - March 2010
Job National Account ManagerHenkel Corporation
Industry Consumer Goods
Experience
Henkel December 2013 - Present
Henkel February 2012 - December 2013
Henkel August 2010 - February 2012
Sequoia Financial Group May 2005 - March 2010
Sequoia Financial Group-Tampa, FL June 2007 - May 2009
Brennan Financial Group March 2004 - May 2005
H&R Block Financial Advisors August 1999 - March 2004
Education
David N. Myers University 2002 — 2004
MFP, Financial Planning
John Carroll University 1995 — 1999
BA, Economics
Loyola University Rome Center
Henkel December 2013 - Present
Henkel February 2012 - December 2013
Henkel August 2010 - February 2012
Sequoia Financial Group May 2005 - March 2010
Sequoia Financial Group-Tampa, FL June 2007 - May 2009
Brennan Financial Group March 2004 - May 2005
H&R Block Financial Advisors August 1999 - March 2004
Education
David N. Myers University 2002 — 2004
MFP, Financial Planning
John Carroll University 1995 — 1999
BA, Economics
Loyola University Rome Center
Darian H. Chen's Sequoia Financial Group Experience February 2007 - December 2008
Job Chief Investment Officer at Ariel Capital Advisors
Industry Investment Management
Experience
Ariel Capital Advisors April 2014 - Present
Cleveland State University January 2011 - Present
First Fiduciary Investment Counsel December 2008 - October 2013
Becker Professional Review 2000 - January 2011
Sequoia Financial Group February 2007 - December 2008
Gratry April 2004 - January 2007
First Fiduciary June 1999 - April 2004
Maxus Investment Group 1996 - 1999
Andersen Consulting 1992 - 1993
Education
Yale University 1981 — 1986
Bachelor of Arts, Economics
The Ohio State University
BS, Electrical Engineering
Ariel Capital Advisors April 2014 - Present
Cleveland State University January 2011 - Present
First Fiduciary Investment Counsel December 2008 - October 2013
Becker Professional Review 2000 - January 2011
Sequoia Financial Group February 2007 - December 2008
Gratry April 2004 - January 2007
First Fiduciary June 1999 - April 2004
Maxus Investment Group 1996 - 1999
Andersen Consulting 1992 - 1993
Education
Yale University 1981 — 1986
Bachelor of Arts, Economics
The Ohio State University
BS, Electrical Engineering
Gary Wallberg CFP's Sequoia Financial Group Experience 2003 - 2004
Job Financial Advisor at JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities December 2011 - Present
Allstate Financial January 2006 - January 2012
Allstate Financial January 2007 - September 2008
Enterprise Funds 2004 - 2005
Sequoia Financial Group 2003 - 2004
Scudder Investments 2000 - 2003
Kemper 1998 - 2003
Education
University of Illinois at Urbana-Champaign 1979 — 1984
BSME, Mechanical Engineering
JP Morgan Securities December 2011 - Present
Allstate Financial January 2006 - January 2012
Allstate Financial January 2007 - September 2008
Enterprise Funds 2004 - 2005
Sequoia Financial Group 2003 - 2004
Scudder Investments 2000 - 2003
Kemper 1998 - 2003
Education
University of Illinois at Urbana-Champaign 1979 — 1984
BSME, Mechanical Engineering
Charles Dinklage's Sequoia Financial Group Experience March 1996 - Present
Job Retirement Planning Specialist
Industry Financial Services
Experience
Sequoia Financial Group March 1996 - Present
University of Vermont 2007 - 2009
Progress Financial Resources 1998 - 2003
Marasco Newton Group 1992 - 1996
Office of Senator Leahy 1991 - 1992
Skills
Strategic Financial..., Retirement Planning, Insurance, Investment Strategies, Investments, Life Insurance, Asset Management, 401k, Mutual Funds, Finance, Retirement, Series 7, Budgets, Portfolio Management, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Planning Certification, Finance
Bates College 1987 — 1991
BA, Economics & Russian Minor
South Burlington High School
South Burlington High School
Sequoia Financial Group March 1996 - Present
University of Vermont 2007 - 2009
Progress Financial Resources 1998 - 2003
Marasco Newton Group 1992 - 1996
Office of Senator Leahy 1991 - 1992
Skills
Strategic Financial..., Retirement Planning, Insurance, Investment Strategies, Investments, Life Insurance, Asset Management, 401k, Mutual Funds, Finance, Retirement, Series 7, Budgets, Portfolio Management, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Planning Certification, Finance
Bates College 1987 — 1991
BA, Economics & Russian Minor
South Burlington High School
South Burlington High School
Lauren MacLaren's Sequoia Financial Group Experience June 2010 - Present
Job Director, Private Client Service at Sequoia Financial Group
Industry Financial Services
Experience
Sequoia Financial Group June 2010 - Present
Case Western Reserve University 2005 - 2010
Education
Case Western Reserve University
Master of Business Administration (MBA)
The Ohio State University
Sequoia Financial Group June 2010 - Present
Case Western Reserve University 2005 - 2010
Education
Case Western Reserve University
Master of Business Administration (MBA)
The Ohio State University
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY