Spectrum Financial Services
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Spectrum Financial Services Employees
Mitek Sports Medicine August 2013 - Present
Infintech LLC January 2011 - April 2014
Key Bank July 2008 - June 2010
Fifth Third Bank February 2003 - July 2008
Spectrum Financial Services May 1997 - February 2003
Skills
Strategic Planning, Banking, Fundraising, Relationship Management, Financial Services, New Business Development, Loans, Sales, Leadership, Account Management, Wealth Management, Business Planning, Credit Analysis, Business Development, Sales Management
Education
Northern Kentucky University
BA, Organizational Leadership
Human performance center, Westmont October 2009 - Present
Spectrum Financial services January 2006 - January 2010
Skills
Nutrition, Fitness, Pain Management, Program Management, Sports, Wellness, Chiropractic, Lifestyle, Golf, Fitness Training, Supplements
Education
National University of Health Sciences 1995 — 1999
doctorate, Chiropractic Med.
Monroe county community college 1990 — 1993
associates science, pre medicine
University Of Detriot Mercy 1989 — 1991
2 Years, Substance Abuse/Addiction Counseling
Eastern Michigan University 1973 — 1976
business
Spectrum Financial Services January 1988 - Present
VSR Financial Services 1988 - Present
Skills
Investment Advisory, AAMS, Series 63, Retirement Planning, Retirement, IRAs, Investments, Series 7, Asset Managment, Fixed Annuities, Estate Planning, Risk Management, Wealth Management, Strategic Financial..., Registered Investment..., Certified Financial..., Wealth Management..., Financial Advisory
Education
Iowa State University 1981 — 1985
Bachelor of Science (B.S.)
Iowa State University 1981 — 1985
Bachelor of Science (BS), Agricultural Business
FTI Consulting June 2015 - Present
The Berry Company May 2014 - August 2014
Spectrum Financial Services June 2013 - September 2013
Cell>Point LLC May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Finance, Leadership, Analysis, Management, Financial Modeling, Financial Analysis, Public Speaking, Corporate Finance, Restructuring, Research, Teamwork, Forecasting, Private Equity, Due Diligence, Mergers & Acquisitions
Education
Creighton University's Heider College of Business 2011 — 2015
Bachelor’s Degree, Double Major: Financial Analysis and Economics, Magna Cum Laude
Valor Christian High School 2007 — 2011
High School
Spectrum Financial Services 1982 - Present
Skills
Investments, Strategic Financial..., Retirement Planning, Employee Benefits, Estate Planning, Insurance management, Wealth Management, Insurance, Executive Compensation, Risk Management, Income Protection, Life Insurance, Asset Management, Strategic Planning, Financial Planners, Disability Insurance, Management, Finance, Mutual Funds, Financial Advisory, Investment Strategies, Executive Pay, Financial Planning
Education
Canadian Institute of Financial Planning 1986 — 1988
CFP (Chartered Financial Planner), Financial Planning and Services
Red River College 1979 — 1981
Bus.Admin., Business & Marketing
St.Paul's High School 1974 — 1978
Spectrum Financial Services November 2012 - Present
New Jersey Division of Investment July 2011 - November 2012
Indiana State Teachers' Retirement Fund March 2009 - November 2010
Indiana State Teachers' Retirement Fund July 2008 - March 2009
Indiana Public Employees' Retirement Fund April 2006 - July 2008
BNM LLC March 2004 - June 2006
New Moon July 2000 - September 2001
The Brenner Group June 1999 - July 2000
COMNS Corp September 1998 - December 1999
Gibson & Associates, LLC June 1997 - June 1998
Skills
Alternative Investments
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Finance and Accounting
Millard North
Jones Lang LaSalle April 2009 - Present
Spectrum Financial Services April 2008 - November 2008
Fraser Forbes Company LLC August 2007 - March 2008
Jones Lang LaSalle May 1998 - August 2007
Third Wave Business Systems May 1997 - May 1998
Martin & Glantz June 1994 - May 1997
Skills
Financial Analysis, Financial Reporting, Financial Statements, Planning Budgeting &..., Accruals, GAAP, Finance, General Ledger, Account Reconciliation, Accounting, Financial Accounting, Auditing, Commercial Real Estate
Education
Long & Foster Companies 2005 — 2005
Licensed RE Agent, Real Estate
Old Dominion University
Bachelor of Science/Business Administration
Kelsey-Jenney Business College / Coleman University
Accounting
Spectrum Financial Services January 2014 - Present
Omaha Fixture International December 2005 - November 2013
CommScope/Avaya/Lucent/AT&T April 2000 - December 2005
Ag Processing Inc November 1996 - April 2000
Bland & Associates, P.C. 1994 - 1996
Skills
Forecasting, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, SAP, Process Improvement, Accounting, Budgets, Managerial Finance, Hyperion Enterprise, Essbase, Internal Controls, Auditing, Financial Accounting, Strategic Planning, Financial Modeling, Cash Flow, Business Analysis, Operations Management, Cross-functional Team..., ERP, Inventory Management, Management, Leadership, General Ledger, Payroll, Manufacturing, Analysis, Business Process, Data Analysis, Account Reconciliation, Finance
Education
University of Nebraska at Omaha 1999 — 2001
MBA, Business
University of Nebraska-Lincoln 1990 — 1994
BS, Accounting
Hastings Catholic Schools 1986 — 1990
High school diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Harlequin Enterprises 2000 - 2003
SPECTRUM FINANCIAL SERVICES January 1998 - March 2000
Linda Lundstrom Inc. 2000 - 2000
Skills
Cost Accounting, Accounting, Financial Reporting, Forecasting, Variance Analysis, General Ledger, Target Costing, Account Reconciliation, Financial Analysis, Internal Controls, Accounts Payable, Financial Accounting, Accounts Receivable, Microsoft Excel, Fixed Assets
Education
Medaille College 2010 — 2013
Master's degree, Elementary Education and Teaching
Gujarat University 1992 — 1995
Bachelor of Commerce (B.Com.), Accounting and Finance
IBM Canada Ltd. June 2011 - Present
Saint Elizabeth Health Care January 2010 - June 2010
Spectrum Financial Services November 2007 - October 2008
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Microsoft Excel
Education
Chartered Professional Accountants Ontario 2010 — 2014
Accounting, Accounting and Finance
Laurentian University/Université Laurentienne 2011 — 2013
HBCom, Accounting
George Brown College 2006 — 2007
Accounting Diploma, Accounting