The Huntington Investment Company
Description
Parent organization: Huntington Bancshares Subsidiary: The Huntington Investment Company, Asset Management Arm
The Huntington Investment Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Huntington Investment Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Huntington Investment Company Employees
Employee
Years
Job
Industry
Andrew Klinger Andrew Klinger's The Huntington Investment Company Experience June 2009 - Present
Job V.P Wealth management , Investment Team Leader at The Huntington Investment Co.
Industry Banking
Experience
The Huntington Investment Company June 2009 - Present
Skills
Series 7, Series 63, Series 65, Licensed Life & Health..., Fixed Income, Fixed Annuities, Mutual Funds, Equities, Syndicate, Variable Annuities, Banking, Asset Based Lending, Municipal Bonds, Separately Managed..., Unit Investment Trusts, Equity Trading
Education
University at Buffalo 1985 — 1989
B.A.Economics
Lehman univ
Lehman univ
The Huntington Investment Company June 2009 - Present
Skills
Series 7, Series 63, Series 65, Licensed Life & Health..., Fixed Income, Fixed Annuities, Mutual Funds, Equities, Syndicate, Variable Annuities, Banking, Asset Based Lending, Municipal Bonds, Separately Managed..., Unit Investment Trusts, Equity Trading
Education
University at Buffalo 1985 — 1989
B.A.Economics
Lehman univ
Lehman univ
Nicole Connell Nicole Connell's The Huntington Investment Company Experience June 2012 - Present
Job Account Relationship Associate at The Huntington Investment Company
Industry Investment Banking
Experience
The Huntington Investment Company June 2012 - Present
Huntington National Bank November 2011 - May 2012
Huntington National Bank June 2011 - September 2011
Skills
Customer Relations, Investment Banking, Retail Banking, Customer Service, Banking, Loans, Credit, Cross Selling, Consumer Lending, Cash Management
Education
Bowling Green State University 2007 — 2011
Bachelor of Science Business Administration, Finance, General
The Huntington Investment Company June 2012 - Present
Huntington National Bank November 2011 - May 2012
Huntington National Bank June 2011 - September 2011
Skills
Customer Relations, Investment Banking, Retail Banking, Customer Service, Banking, Loans, Credit, Cross Selling, Consumer Lending, Cash Management
Education
Bowling Green State University 2007 — 2011
Bachelor of Science Business Administration, Finance, General
Matthew Dougherty Matthew Dougherty's The Huntington Investment Company Experience September 2014 - Present
Job
Industry Financial Services
Experience
The Huntington Investment Company September 2014 - Present
JPMorgan Chase June 2014 - September 2014
JPMorgan Chase February 2014 - June 2014
JPMorgan Chase June 2012 - January 2014
Smith, Rolfes & Skavdahl Co., L.P.A. November 2009 - June 2012
Smith, Rolfes & Skavdahl Co., L.P.A. May 2008 - November 2009
BMW Financial Services May 2007 - November 2007
BMW Financial Services May 2002 - July 2006
Skills
Insurance, Risk Management, Bad Faith, Legal Research, Civil Litigation, Legal Writing, Fraud, Mediation, Appeals, Personal Injury, Insurance Law, Product Liability, Arbitration, Torts, Securities Regulation, Liability, Litigation Management, Securities, Depositions, Personal Injury..., Litigation Support, Compliance, Financial Services, Dispute Resolution, Litigation
Education
Capital University Law School 2006 — 2009
J.D., Law
Ohio University 1997 — 2001
Bachelor's, Journalism, Honors Tutorial College
Aarhus Universitet 2000 — 2000
International Journalism
St. Vincent-St. Mary High School 1993 — 1997
The Huntington Investment Company September 2014 - Present
JPMorgan Chase June 2014 - September 2014
JPMorgan Chase February 2014 - June 2014
JPMorgan Chase June 2012 - January 2014
Smith, Rolfes & Skavdahl Co., L.P.A. November 2009 - June 2012
Smith, Rolfes & Skavdahl Co., L.P.A. May 2008 - November 2009
BMW Financial Services May 2007 - November 2007
BMW Financial Services May 2002 - July 2006
Skills
Insurance, Risk Management, Bad Faith, Legal Research, Civil Litigation, Legal Writing, Fraud, Mediation, Appeals, Personal Injury, Insurance Law, Product Liability, Arbitration, Torts, Securities Regulation, Liability, Litigation Management, Securities, Depositions, Personal Injury..., Litigation Support, Compliance, Financial Services, Dispute Resolution, Litigation
Education
Capital University Law School 2006 — 2009
J.D., Law
Ohio University 1997 — 2001
Bachelor's, Journalism, Honors Tutorial College
Aarhus Universitet 2000 — 2000
International Journalism
St. Vincent-St. Mary High School 1993 — 1997
Lisa Pickering Lisa Pickering's The Huntington Investment Company Experience May 2002 - Present
Job SVP, Investment Region Manager at The Huntington Investment Company
Industry Financial Services
Experience
The Huntington Investment Company May 2002 - Present
Bank One April 1993 - May 2002
Skills
FINRA series 6, 7, 24,...
Education
Franklin University
The Ohio State University
The Huntington Investment Company May 2002 - Present
Bank One April 1993 - May 2002
Skills
FINRA series 6, 7, 24,...
Education
Franklin University
The Ohio State University
Brian Hoskins Brian Hoskins's The Huntington Investment Company Experience February 2011 - February 2012
Job Sales Vice President at Capitas Financial
Industry Financial Services
Experience
Capitas Financial February 2012 - Present
The Huntington Investment Company February 2011 - February 2012
TD Ameritrade May 2010 - February 2011
Independent May 2008 - May 2010
Genworth Financial March 2006 - April 2008
Merrill Lynch February 2004 - February 2006
Self Employed January 1996 - January 2006
Skills
Series 7, Fixed Annuities, Investments, Retirement, Life Insurance, Estate Planning, Financial Planners, Long-term Care, Series 65, Series 63, CLU (Candidate), Financial Advisory, Financial Services, Insurance, Long Term Care Insurance, Retirement Planning, Asset Management, FINRA, Finance, Wealth Management, Series 6, Investment Advisory, Asset Allocation, 401k, IRAs, Financial Planning
Education
University of Kentucky
Capitas Financial February 2012 - Present
The Huntington Investment Company February 2011 - February 2012
TD Ameritrade May 2010 - February 2011
Independent May 2008 - May 2010
Genworth Financial March 2006 - April 2008
Merrill Lynch February 2004 - February 2006
Self Employed January 1996 - January 2006
Skills
Series 7, Fixed Annuities, Investments, Retirement, Life Insurance, Estate Planning, Financial Planners, Long-term Care, Series 65, Series 63, CLU (Candidate), Financial Advisory, Financial Services, Insurance, Long Term Care Insurance, Retirement Planning, Asset Management, FINRA, Finance, Wealth Management, Series 6, Investment Advisory, Asset Allocation, 401k, IRAs, Financial Planning
Education
University of Kentucky
Emiliano Jon Rios Emiliano Jon Rios's The Huntington Investment Company Experience March 2008 - October 2010
Job Marketing Principal; Product and Project Manager at BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors, Inc. March 2014 - Present
Ziegler October 2012 - March 2014
Fifth Third Bank April 2012 - September 2012
Water Tower Financial Partners, LLC - A General Agency of MassMutual Financial Group November 2010 - April 2012
The Huntington Investment Company March 2008 - October 2010
KEMBA Financial Credit Union June 2007 - March 2008
Sky Bank, acquired by Huntington National Bank in 2007 September 2004 - June 2007
Skills
FINRA, Series 7, Series 24, Series 53, Series 66, Investment Compliance, Field Supervision, Leadership, Business Relationship..., Operations Management, Bank Management, Financial Services
Education
Franklin University 2006 — 2009
Bachelor of Science
BMO Harris Financial Advisors, Inc. March 2014 - Present
Ziegler October 2012 - March 2014
Fifth Third Bank April 2012 - September 2012
Water Tower Financial Partners, LLC - A General Agency of MassMutual Financial Group November 2010 - April 2012
The Huntington Investment Company March 2008 - October 2010
KEMBA Financial Credit Union June 2007 - March 2008
Sky Bank, acquired by Huntington National Bank in 2007 September 2004 - June 2007
Skills
FINRA, Series 7, Series 24, Series 53, Series 66, Investment Compliance, Field Supervision, Leadership, Business Relationship..., Operations Management, Bank Management, Financial Services
Education
Franklin University 2006 — 2009
Bachelor of Science
James Winiarski James Winiarski's The Huntington Investment Company Experience June 2012 - Present
Job Financial Advisor at The Huntington Investment Company
Industry Financial Services
Experience
The Huntington Investment Company June 2012 - Present
Financial Services of America August 2011 - April 2012
Enterprise Rent-A-Car July 2005 - July 2011
Smokey Bones BBQ & Grill 2003 - 2005
Education
Michigan State University
Hospitality Business
The Huntington Investment Company June 2012 - Present
Financial Services of America August 2011 - April 2012
Enterprise Rent-A-Car July 2005 - July 2011
Smokey Bones BBQ & Grill 2003 - 2005
Education
Michigan State University
Hospitality Business
Kim Bell's The Huntington Investment Company Experience November 1999 - Present
Job Financial Advisor at The Huntington Investment Company
Industry Investment Management
Experience
The Huntington Investment Company November 1999 - Present
Skills
Investments, Retirement Planning, Series 7, Series 63, Series 65, Licensed Life & Health..., Wealth Management, Investment officer, Personal Financial..., Life Insurance, Banking, Wealth Management..., Series 6, Mutual Funds
Education
Indiana University-Purdue University at Indianapolis
Northern Kentucky University
The Huntington Investment Company November 1999 - Present
Skills
Investments, Retirement Planning, Series 7, Series 63, Series 65, Licensed Life & Health..., Wealth Management, Investment officer, Personal Financial..., Life Insurance, Banking, Wealth Management..., Series 6, Mutual Funds
Education
Indiana University-Purdue University at Indianapolis
Northern Kentucky University
Vernon Doug Isaacs's The Huntington Investment Company Experience July 2014 - Present
Job Financial advisor at the Huntington investment
Industry Financial Services
Experience
The Huntington Investment Company July 2014 - Present
Fifth Third Securities May 2010 - July 2014
JPMorgan Chase August 2008 - May 2010
Fifth Third Bank August 2007 - August 2008
JPMorgan Chase May 2004 - August 2007
UPS August 2001 - January 2005
Education
Indiana University-Purdue University at Indianapolis 2001 — 2005
Bachelor's degree, Finance
The Huntington Investment Company July 2014 - Present
Fifth Third Securities May 2010 - July 2014
JPMorgan Chase August 2008 - May 2010
Fifth Third Bank August 2007 - August 2008
JPMorgan Chase May 2004 - August 2007
UPS August 2001 - January 2005
Education
Indiana University-Purdue University at Indianapolis 2001 — 2005
Bachelor's degree, Finance
Mark Skrocki Mark Skrocki's The Huntington Investment Company Experience March 2014 - October 2014
Job Financial Advisor at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group December 2014 - Present
The Huntington Investment Company March 2014 - October 2014
Huntington Bank January 2014 - October 2014
Skrocki Financial Services, LLC November 2012 - January 2014
Triton Commercial Lending LLC July 2012 - November 2012
The Diversified Group October 2011 - July 2012
Prudential Financial January 2009 - October 2011
First of America Bank / National City Bank / Fifth Third Bank March 1985 - April 2007
Skills
Series 6, 7, 63, 65, Licensed Life & Health..., Fixed Annuities, Life Insurance, Disability Insurance, Health Insurance, 529 Plans, Variable Annuities, Qualified Retirement..., 401k, Commercial Lending, Credit Analysis, Customer Service, Employee Benefits, Finance, Financial Advisory, Financial Analysis, Financial Services, Loan Origination, Loans, Long-term Care, Management, Mortgage Lending, Series 65, Strategic Planning, Term Life Insurance, Underwriting, Wealth Management, Retirement Planning..., Estate Planning..., Retirement Planning
Education
Central Michigan University 1979 — 1984
Bachelor of Science (B.S.), Business Administration
MassMutual Financial Group December 2014 - Present
The Huntington Investment Company March 2014 - October 2014
Huntington Bank January 2014 - October 2014
Skrocki Financial Services, LLC November 2012 - January 2014
Triton Commercial Lending LLC July 2012 - November 2012
The Diversified Group October 2011 - July 2012
Prudential Financial January 2009 - October 2011
First of America Bank / National City Bank / Fifth Third Bank March 1985 - April 2007
Skills
Series 6, 7, 63, 65, Licensed Life & Health..., Fixed Annuities, Life Insurance, Disability Insurance, Health Insurance, 529 Plans, Variable Annuities, Qualified Retirement..., 401k, Commercial Lending, Credit Analysis, Customer Service, Employee Benefits, Finance, Financial Advisory, Financial Analysis, Financial Services, Loan Origination, Loans, Long-term Care, Management, Mortgage Lending, Series 65, Strategic Planning, Term Life Insurance, Underwriting, Wealth Management, Retirement Planning..., Estate Planning..., Retirement Planning
Education
Central Michigan University 1979 — 1984
Bachelor of Science (B.S.), Business Administration
John Ishmael John Ishmael's The Huntington Investment Company Experience October 2006 - Present
Job Assistant Vice President / Senior Accountant at The Huntington Investment Company
Industry Investment Banking
Experience
The Huntington Investment Company October 2006 - Present
US Navy January 1988 - June 1995
Skills
Series 7, Financial Reporting, Accounting, Financial Analysis, Excel, Reconciliation, General Ledger, Microsoft Office, Word, Financial Accounting, Accounts Payable, Budgeting, Forecasting, Access, Internal Controls, PowerPoint, Analysis, Balance, Reconciliations, Accounts Receivable, Cash Flow, Accruals, GAAP, Variance Analysis, Investments, Account Reconciliation, Series 99, Budgets
Education
Franklin University
Bachelor of Science, Accounting
Lake Fenton High School
High School Diploma, College Preparatory
The Huntington Investment Company October 2006 - Present
US Navy January 1988 - June 1995
Skills
Series 7, Financial Reporting, Accounting, Financial Analysis, Excel, Reconciliation, General Ledger, Microsoft Office, Word, Financial Accounting, Accounts Payable, Budgeting, Forecasting, Access, Internal Controls, PowerPoint, Analysis, Balance, Reconciliations, Accounts Receivable, Cash Flow, Accruals, GAAP, Variance Analysis, Investments, Account Reconciliation, Series 99, Budgets
Education
Franklin University
Bachelor of Science, Accounting
Lake Fenton High School
High School Diploma, College Preparatory
Monica Edgar Monica Edgar's The Huntington Investment Company Experience March 2015 - Present
Job Account Relationship Associate
Industry Human Resources
Experience
The Huntington Investment Company March 2015 - Present
Huntington National Bank September 2014 - March 2015
Bank of America September 2012 - September 2014
Bank of America December 2009 - September 2012
Gratiot Community Credit Union February 2007 - March 2008
Pat's Auto Inc. June 2005 - August 2006
Skills
Time Management, Interpersonal Skills, Analytical Skills, Customer Service, Problem Solving, Relationship Building, Human Resources, Employee Benefits, Finance, Integrity Management, Leadership, Management
Education
University of Toledo 2011 — 2015
Bachelor of Business Administration (B.B.A.), Human Resource Management, 3.6
Lansing Community College 2006 — 2009
Associates of Business Administration, Business Administration and Management, General
The Huntington Investment Company March 2015 - Present
Huntington National Bank September 2014 - March 2015
Bank of America September 2012 - September 2014
Bank of America December 2009 - September 2012
Gratiot Community Credit Union February 2007 - March 2008
Pat's Auto Inc. June 2005 - August 2006
Skills
Time Management, Interpersonal Skills, Analytical Skills, Customer Service, Problem Solving, Relationship Building, Human Resources, Employee Benefits, Finance, Integrity Management, Leadership, Management
Education
University of Toledo 2011 — 2015
Bachelor of Business Administration (B.B.A.), Human Resource Management, 3.6
Lansing Community College 2006 — 2009
Associates of Business Administration, Business Administration and Management, General
Shannon DeVita Shannon DeVita's The Huntington Investment Company Experience March 2013 - Present
Job Assistant Team Lead at The Huntington Investment Company
Industry Financial Services
Experience
The Huntington Investment Company March 2013 - Present
WesBanco Securities August 2011 - March 2013
WesBanco Bank September 2009 - August 2011
Skills
Sales, New Business Development, Investments, Finance, Insurance, Portfolio Management, Banking, Customer Service, Credit, Relationship Management, Financial Analysis, Loans, Risk Management, Retail Banking, Mutual Funds, Consumer Lending
Education
The Ohio State University
Bachelor of Applied Science (B.A.Sc.)
The Huntington Investment Company March 2013 - Present
WesBanco Securities August 2011 - March 2013
WesBanco Bank September 2009 - August 2011
Skills
Sales, New Business Development, Investments, Finance, Insurance, Portfolio Management, Banking, Customer Service, Credit, Relationship Management, Financial Analysis, Loans, Risk Management, Retail Banking, Mutual Funds, Consumer Lending
Education
The Ohio State University
Bachelor of Applied Science (B.A.Sc.)
Erin Shaw, CFP® Erin Shaw, CFP®'s The Huntington Investment Company Experience November 2009 - November 2013
Job Executive Director Market Director at JPMorgan Securities LLC
Industry Investment Management
Experience
JPMorgan Chase November 2013 - Present
The Huntington Investment Company November 2009 - November 2013
Chase Investment Services Corp. July 2003 - November 2009
Chase Investment Services Corp May 2001 - July 2003
Education
Hanover College 1996 — 2000
BA, Business
Indiana Wesleyan University
MBA, Business Administration and Management, General
Zionsville High School
JPMorgan Chase November 2013 - Present
The Huntington Investment Company November 2009 - November 2013
Chase Investment Services Corp. July 2003 - November 2009
Chase Investment Services Corp May 2001 - July 2003
Education
Hanover College 1996 — 2000
BA, Business
Indiana Wesleyan University
MBA, Business Administration and Management, General
Zionsville High School
Brian Keith Allen Brian Keith Allen's The Huntington Investment Company Experience March 2011 - Present
Job at
Industry Financial Services
Experience
The Huntington Investment Company March 2011 - Present
The Prudential Insurance Company of America 2008 - 2011
the leader mortgage company September 1992 - June 2004
Skills
Financial Planning, Investments, Financial Reporting, Financial Analysis, Leadership, Accounting, Mutual Funds, Risk Management, Process Improvement, Insurance, Banking, Finance
Education
Bowling Green State University 1982 — 1986
BSBA, Accounting
The Huntington Investment Company March 2011 - Present
The Prudential Insurance Company of America 2008 - 2011
the leader mortgage company September 1992 - June 2004
Skills
Financial Planning, Investments, Financial Reporting, Financial Analysis, Leadership, Accounting, Mutual Funds, Risk Management, Process Improvement, Insurance, Banking, Finance
Education
Bowling Green State University 1982 — 1986
BSBA, Accounting
Thomas Honor, MBA Thomas Honor, MBA's The Huntington Investment Company Experience January 2015 - Present
Job Financial Advisor, Assistant Vice President at The Huntington Investment Company
Industry Financial Services
Experience
The Huntington Investment Company January 2015 - Present
Vision Financial Group, LLC August 2011 - June 2013
Waddell & Reed Financial Services November 2009 - August 2011
Robert W. Baird & Co. April 2002 - November 2009
Merrill Lynch August 2000 - April 2002
Skills
Retirement Planning, 401k Rollovers, IRAs, Retirement, Wealth Accumulation, Wealth Management, Series 7, Series 66, Fixed Annuities, Variable Annuities, Equities, Financial Risk, Key Performance..., Market Analysis, Project Management, Strategic Planning, Uniform Combined State..., Public Speaking, Customer Service, Finance, Management, Leadership
Education
Aquinas College 1998 — 2004
Master of Management
Grand Valley State University 2001 — 2002
Certificate Program in Financial Planning
Ferris State University 1980 — 1984
Radio and Television Broadcasting Technology/Technician
Holland High
The Huntington Investment Company January 2015 - Present
Vision Financial Group, LLC August 2011 - June 2013
Waddell & Reed Financial Services November 2009 - August 2011
Robert W. Baird & Co. April 2002 - November 2009
Merrill Lynch August 2000 - April 2002
Skills
Retirement Planning, 401k Rollovers, IRAs, Retirement, Wealth Accumulation, Wealth Management, Series 7, Series 66, Fixed Annuities, Variable Annuities, Equities, Financial Risk, Key Performance..., Market Analysis, Project Management, Strategic Planning, Uniform Combined State..., Public Speaking, Customer Service, Finance, Management, Leadership
Education
Aquinas College 1998 — 2004
Master of Management
Grand Valley State University 2001 — 2002
Certificate Program in Financial Planning
Ferris State University 1980 — 1984
Radio and Television Broadcasting Technology/Technician
Holland High
Maureen Power Maureen Power's The Huntington Investment Company Experience October 2012 - Present
Job Senior Vice President at The Huntington Investment Company
Industry Banking
Experience
The Huntington Investment Company October 2012 - Present
PNC FINANCIAL SERVICES GROUP, INC November 2009 - April 2011
NATIONAL CITY CORPORATION Brokerage & Investments Services January 2007 - November 2009
Allegiant Funds March 2002 - December 2006
Private Investment Advisors Resource Center October 1999 - March 2002
NatCity Investments June 1998 - October 1999
NatCity Investments February 1994 - June 1998
Private Banking May 1987 - December 1992
Trust Division February 1983 - May 1987
Skills
FINRA, Risk Management, Mutual Funds, CRM, Investments, Securities, Wealth Management
Education
The University of Akron 1983 — 1994
Akron Garfield High School 1981 — 1983
The Huntington Investment Company October 2012 - Present
PNC FINANCIAL SERVICES GROUP, INC November 2009 - April 2011
NATIONAL CITY CORPORATION Brokerage & Investments Services January 2007 - November 2009
Allegiant Funds March 2002 - December 2006
Private Investment Advisors Resource Center October 1999 - March 2002
NatCity Investments June 1998 - October 1999
NatCity Investments February 1994 - June 1998
Private Banking May 1987 - December 1992
Trust Division February 1983 - May 1987
Skills
FINRA, Risk Management, Mutual Funds, CRM, Investments, Securities, Wealth Management
Education
The University of Akron 1983 — 1994
Akron Garfield High School 1981 — 1983
William Beckwith Jr William Beckwith Jr's The Huntington Investment Company Experience September 2012 - Present
Job Managing Director & Senior Vice President at The Huntington Investment Company
Industry Financial Services
Experience
The Huntington Investment Company September 2012 - Present
PNC Financial Services Group 2009 - August 2012
National City Bank 2000 - 2009
Skills
Series 7, Series 24, Series 63, Loans, Capital Markets, Fixed Income, MBS, Bloomberg, Loan Origination, Investments, Securities
Education
Cleveland State University
BBA Marketing
The Huntington Investment Company September 2012 - Present
PNC Financial Services Group 2009 - August 2012
National City Bank 2000 - 2009
Skills
Series 7, Series 24, Series 63, Loans, Capital Markets, Fixed Income, MBS, Bloomberg, Loan Origination, Investments, Securities
Education
Cleveland State University
BBA Marketing
JOSHUA MIRACLE JOSHUA MIRACLE's The Huntington Investment Company Experience November 2009 - Present
Job FINANCIAL ADVISOR at Huntington National Bank
Industry Financial Services
Experience
The Huntington Investment Company November 2009 - Present
MIRACLE RETIRMENT INC. April 2009 - December 2009
JP Morgan Chase April 2005 - April 2009
Bally Total Fitness March 2003 - May 2005
Education
The University of Akron 2000 — 2004
Finance
The Huntington Investment Company November 2009 - Present
MIRACLE RETIRMENT INC. April 2009 - December 2009
JP Morgan Chase April 2005 - April 2009
Bally Total Fitness March 2003 - May 2005
Education
The University of Akron 2000 — 2004
Finance
Candace Hudec Candace Hudec's The Huntington Investment Company Experience March 2010 - Present
Job Licensed Annuity Representative at The Huntington Investment Company
Industry Banking
Experience
Huntington National Bank February 2012 - Present
The Huntington Investment Company March 2010 - Present
Huntington National Bank March 2010 - February 2012
National City Bank May 2004 - September 2009
Skills
Management, Training, Notary Public, Microsoft Office, Coaching, Operations Management, Sales, IRAs, Trusts, Personal Financial..., Branch Banking
Education
The University of Akron 2001 — 2006
BA, Finance
Huntington National Bank February 2012 - Present
The Huntington Investment Company March 2010 - Present
Huntington National Bank March 2010 - February 2012
National City Bank May 2004 - September 2009
Skills
Management, Training, Notary Public, Microsoft Office, Coaching, Operations Management, Sales, IRAs, Trusts, Personal Financial..., Branch Banking
Education
The University of Akron 2001 — 2006
BA, Finance
Emmalee Mattern Emmalee Mattern's The Huntington Investment Company Experience May 2007 - Present
Job Financial Advisor at The Huntington Investment Company
Industry Investment Management
Experience
The Huntington Investment Company May 2007 - Present
Skills
Series 6, Series 7, Licensed Life & Health..., Series 65, Retirement Planning, 401k, Financial Advisory, IRAs, Retirement, Series 63, Wealth Management...
Education
Kent State University
Associate of Science (AS)
The Huntington Investment Company May 2007 - Present
Skills
Series 6, Series 7, Licensed Life & Health..., Series 65, Retirement Planning, 401k, Financial Advisory, IRAs, Retirement, Series 63, Wealth Management...
Education
Kent State University
Associate of Science (AS)
Sandy Mills's The Huntington Investment Company Experience April 2001 - Present
Job Vice President, Sr. Financial Advisor, Team Leader at The Huntington Investment Company
Industry Financial Services
Experience
The Huntington Investment Company April 2001 - Present
Roger's Jewelers 2000 - 2001
Skills
Investments, Series 24, Series 7, Series 66, Series 6, Life and Health Licenses, Team Leadership, Organization &..., Stewardship, Wealth Management, Customer Service, Sales Presentations, Job Coaching, Strategic Partnerships, Retirement Planning, Leadership
Education
Northern Kentucky University 2000 — 2002
Bachelor's Degree, Psychology
Hondros College
Series 7, 66, Life and Health
The Huntington Investment Company April 2001 - Present
Roger's Jewelers 2000 - 2001
Skills
Investments, Series 24, Series 7, Series 66, Series 6, Life and Health Licenses, Team Leadership, Organization &..., Stewardship, Wealth Management, Customer Service, Sales Presentations, Job Coaching, Strategic Partnerships, Retirement Planning, Leadership
Education
Northern Kentucky University 2000 — 2002
Bachelor's Degree, Psychology
Hondros College
Series 7, 66, Life and Health
Kathy Darby's The Huntington Investment Company Experience 1997 - 2012
Job Supervisory Review and Approval Principal at Pershing Advisor Solutions
Industry Financial Services
Experience
Pershing Advisor Solutions November 2012 - Present
The Huntington Investment Company 1997 - 2012
Bob Evans 1989 - 1996
Education
Eastern Kentucky University
Bachelor of Science (BS), Biology
Pershing Advisor Solutions November 2012 - Present
The Huntington Investment Company 1997 - 2012
Bob Evans 1989 - 1996
Education
Eastern Kentucky University
Bachelor of Science (BS), Biology
Alexander Coy Alexander Coy's The Huntington Investment Company Experience November 2014 - Present
Job Branch Manager at The Huntington National Bank and Investment Representative at The Huntington Investment Company
Industry Banking
Experience
Huntington National Bank June 2015 - Present
The Huntington Investment Company November 2014 - Present
Huntington National Bank July 2014 - May 2015
Huntington National Bank December 2012 - June 2014
Bank of America December 2010 - November 2012
Skills
Sales, Retail Banking, In-Store Banking, Operations, Communication, Branch Banking, Influence Others, Persuasiveness, Constructive Coaching, Constructive Feedback, Positive Team Player, Analytical Reasoning, Leadership, Investments, Investment Strategies, Investment Sales, Consumer Lending, Customer Service, Financial Services, Financial Planning, Risk Management, Operational Risk..., Relationship Building, Relationship Management, Relationship Development, Banking Relationships, Time Management, Building Effective..., Mutual Funds, Fixed Annuities, Variable Annuities, Indexed Annuities, Life Insurance, Whole Life, Term Life Insurance, Variable Life, Fund Of Funds, Wealth Transfer, Alternative Investments, Banking, Credit, Loans, Finance, Financial Risk, Credit Cards, Mortgage Lending, Cross Selling
Education
University of Phoenix 2010 — 2012
Bachelor of Science, Information Technology; Software Engineering
Olivet College 2007 — 2009
Huntington National Bank June 2015 - Present
The Huntington Investment Company November 2014 - Present
Huntington National Bank July 2014 - May 2015
Huntington National Bank December 2012 - June 2014
Bank of America December 2010 - November 2012
Skills
Sales, Retail Banking, In-Store Banking, Operations, Communication, Branch Banking, Influence Others, Persuasiveness, Constructive Coaching, Constructive Feedback, Positive Team Player, Analytical Reasoning, Leadership, Investments, Investment Strategies, Investment Sales, Consumer Lending, Customer Service, Financial Services, Financial Planning, Risk Management, Operational Risk..., Relationship Building, Relationship Management, Relationship Development, Banking Relationships, Time Management, Building Effective..., Mutual Funds, Fixed Annuities, Variable Annuities, Indexed Annuities, Life Insurance, Whole Life, Term Life Insurance, Variable Life, Fund Of Funds, Wealth Transfer, Alternative Investments, Banking, Credit, Loans, Finance, Financial Risk, Credit Cards, Mortgage Lending, Cross Selling
Education
University of Phoenix 2010 — 2012
Bachelor of Science, Information Technology; Software Engineering
Olivet College 2007 — 2009
Belinda Sherman, CFP®'s The Huntington Investment Company Experience November 2008 - Present
Job President
Industry Investment Management
Experience
The Huntington Investment Company November 2008 - Present
The Huntington Investment Company March 2005 - November 2008
Skills
Series 7, Series 24, Series 53, Series 63, Series 65, Life and Health License, Certified Financial...
Education
College for Financial Planning
Certfified Financial Planning, Financial Planning
University of Cincinnati
B.A. Applied and General Studies, Business
The Huntington Investment Company November 2008 - Present
The Huntington Investment Company March 2005 - November 2008
Skills
Series 7, Series 24, Series 53, Series 63, Series 65, Life and Health License, Certified Financial...
Education
College for Financial Planning
Certfified Financial Planning, Financial Planning
University of Cincinnati
B.A. Applied and General Studies, Business
Colin O'Reilly Colin O'Reilly's The Huntington Investment Company Experience October 2012 - Present
Job Director Capital Markets Middle Office at The Huntington Investment Company
Industry Financial Services
Experience
The Huntington Investment Company October 2012 - Present
The Huntington Investment Company December 2011 - October 2012
Tradeweb August 2009 - December 2011
Crown Philanthropic Solutions July 2007 - August 2009
ICAP February 2006 - July 2007
Skills
FINRA Series 7, Series 7, Risk Management, FINRA Series 24, Series 24, Trading, Securities, Investments, Financial Services, Equities, Bonds, Derivatives, Banking
Education
Capital University 2002 — 2005
B.S. Business Administration, Finance
Southern Illinois University, Carbondale 2001 — 2002
Finance
University of Hawaii at Manoa 2000 — 2001
General Studies
Bexley High School
College Prep
The Huntington Investment Company October 2012 - Present
The Huntington Investment Company December 2011 - October 2012
Tradeweb August 2009 - December 2011
Crown Philanthropic Solutions July 2007 - August 2009
ICAP February 2006 - July 2007
Skills
FINRA Series 7, Series 7, Risk Management, FINRA Series 24, Series 24, Trading, Securities, Investments, Financial Services, Equities, Bonds, Derivatives, Banking
Education
Capital University 2002 — 2005
B.S. Business Administration, Finance
Southern Illinois University, Carbondale 2001 — 2002
Finance
University of Hawaii at Manoa 2000 — 2001
General Studies
Bexley High School
College Prep
Shelly Eckels (Grossenbacher)'s The Huntington Investment Company Experience January 2008 - November 2011
Job J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2013 - Present
JPMorgan Asset Management November 2011 - April 2013
The Huntington Investment Company January 2008 - November 2011
Huntington National Bank October 2006 - December 2007
Huntington National Bank July 2003 - September 2006
Skills
Project Management, Series 7, Series 63, Series 6, Wealth Management, Mutual Funds, Investments, Portfolio Management, Marketing Strategy, Marketing Communications, Digital Marketing, Insurance, Equities, Bonds, Sales, Sales Process..., Team-oriented, CRM, Management, User Experience, Mobile Marketing, Economics, Negotiation, Strategic Partnerships, Executive Support, Training, Streamlining..., Event Planning, Event Management, Digital Communication, Digital Copywriting, Cross-functional..., Banking, Securities, Asset Allocation, Finance, Financial Services, Financial Analysis, Asset Management, Project Planning, Leadership, Team Leadership, Cross-functional Team...
Education
Miami University 1998 — 2002
Bachelor's Degree, Marketing, International Business, Spanish
Olentangy High School 1994 — 1998
High School
J.P. Morgan Asset Management March 2013 - Present
JPMorgan Asset Management November 2011 - April 2013
The Huntington Investment Company January 2008 - November 2011
Huntington National Bank October 2006 - December 2007
Huntington National Bank July 2003 - September 2006
Skills
Project Management, Series 7, Series 63, Series 6, Wealth Management, Mutual Funds, Investments, Portfolio Management, Marketing Strategy, Marketing Communications, Digital Marketing, Insurance, Equities, Bonds, Sales, Sales Process..., Team-oriented, CRM, Management, User Experience, Mobile Marketing, Economics, Negotiation, Strategic Partnerships, Executive Support, Training, Streamlining..., Event Planning, Event Management, Digital Communication, Digital Copywriting, Cross-functional..., Banking, Securities, Asset Allocation, Finance, Financial Services, Financial Analysis, Asset Management, Project Planning, Leadership, Team Leadership, Cross-functional Team...
Education
Miami University 1998 — 2002
Bachelor's Degree, Marketing, International Business, Spanish
Olentangy High School 1994 — 1998
High School
Jonathan Gaudio Jonathan Gaudio's The Huntington Investment Company Experience August 2015 - Present
Job Financial Advisor at The Huntington Investment Company
Industry Financial Services
Experience
The Huntington Investment Company August 2015 - Present
The Huntington Investment Company March 2015 - Present
Edward Jones November 2014 - February 2015
American Electric Power December 2010 - August 2014
Edward Jones November 2009 - December 2010
Skills
Commodity Markets, Commodity, Natural Gas, Trading, Energy Markets, Energy, Asset Managment, Portfolio Management, Financial Analysis, Options, Investments, Equities, Derivatives, Hedging, Risk Management, Financial Planning, Financial Markets, Finance, Mutual Funds, Series 7, Financial Services, Alternative Investments, Fixed Income, Financial Risk
Education
Franklin University 2011 — 2012
Master of Business Administration (MBA), Master of Business Administration
The Ohio State University Fisher College of Business 2005 — 2009
Business Administration, Finance
The Huntington Investment Company August 2015 - Present
The Huntington Investment Company March 2015 - Present
Edward Jones November 2014 - February 2015
American Electric Power December 2010 - August 2014
Edward Jones November 2009 - December 2010
Skills
Commodity Markets, Commodity, Natural Gas, Trading, Energy Markets, Energy, Asset Managment, Portfolio Management, Financial Analysis, Options, Investments, Equities, Derivatives, Hedging, Risk Management, Financial Planning, Financial Markets, Finance, Mutual Funds, Series 7, Financial Services, Alternative Investments, Fixed Income, Financial Risk
Education
Franklin University 2011 — 2012
Master of Business Administration (MBA), Master of Business Administration
The Ohio State University Fisher College of Business 2005 — 2009
Business Administration, Finance
Joshua Ryan Powell Joshua Ryan Powell's The Huntington Investment Company Experience September 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
The Huntington Investment Company September 2015 - Present
PNC December 2013 - September 2015
AXA Advisors January 2013 - December 2013
Pawol Capital LLC 2012 - February 2013
Education
Creighton University's Heider College of Business 2014 — 2016
Master of Science (M.S.), Security Analysis and Portfolio Management
Youngstown State University 2006 — 2011
Business Administration, Finance
The Huntington Investment Company September 2015 - Present
PNC December 2013 - September 2015
AXA Advisors January 2013 - December 2013
Pawol Capital LLC 2012 - February 2013
Education
Creighton University's Heider College of Business 2014 — 2016
Master of Science (M.S.), Security Analysis and Portfolio Management
Youngstown State University 2006 — 2011
Business Administration, Finance
Chris Binting Chris Binting's The Huntington Investment Company Experience March 2010 - May 2011
Job Consultant, Corporate Compliance at Nationwide Financial
Industry Insurance
Experience
Nationwide Financial June 2012 - Present
Greater Columbus Swim Team April 2011 - Present
Morgan Stanley Smith Barney May 2011 - June 2012
The Huntington Investment Company March 2010 - May 2011
Chase Investment Services Corp. March 2009 - March 2010
Morgan Stanley May 2005 - February 2009
Education
Capital University - School of Management 2006 — 2008
MBA, Business Administration
The Ohio State University 1998 — 2004
BS, Family Financial Management
Nationwide Financial June 2012 - Present
Greater Columbus Swim Team April 2011 - Present
Morgan Stanley Smith Barney May 2011 - June 2012
The Huntington Investment Company March 2010 - May 2011
Chase Investment Services Corp. March 2009 - March 2010
Morgan Stanley May 2005 - February 2009
Education
Capital University - School of Management 2006 — 2008
MBA, Business Administration
The Ohio State University 1998 — 2004
BS, Family Financial Management
Cindy Dulak Cindy Dulak's The Huntington Investment Company Experience July 2012 - May 2013
Job Account Relationship Associate at The Huntington Investment Company
Industry Investment Banking
Experience
The Huntington Investment Co May 2013 - Present
The Huntington Investment Company July 2012 - May 2013
PNC Investment Company February 2010 - July 2012
PNC Investment Company September 2008 - February 2010
PNC Investment Company January 2007 - September 2008
Education
DeVry University 2004 — 2008
Bachelor's Degree, Technical Management
Keller Graduate School of Management of DeVry University
Graduate Certificate in Information Systems Management
The Huntington Investment Co May 2013 - Present
The Huntington Investment Company July 2012 - May 2013
PNC Investment Company February 2010 - July 2012
PNC Investment Company September 2008 - February 2010
PNC Investment Company January 2007 - September 2008
Education
DeVry University 2004 — 2008
Bachelor's Degree, Technical Management
Keller Graduate School of Management of DeVry University
Graduate Certificate in Information Systems Management
Donna O'Keefe Donna O'Keefe's The Huntington Investment Company Experience September 2003 - Present
Job Regional Sales & Operations Specialist at Huntington National Bank
Industry Banking
Experience
The Huntington Investment Company September 2003 - Present
Skills
Training, Banking, Series 7, Series 24, Loans, Insurance, Strategic Planning, Investments, Process Improvement
Education
Oakland University 2012 — 2015
Bachelor's degree, Integrated Studies - Business Leadership, Junior
The Huntington Investment Company September 2003 - Present
Skills
Training, Banking, Series 7, Series 24, Loans, Insurance, Strategic Planning, Investments, Process Improvement
Education
Oakland University 2012 — 2015
Bachelor's degree, Integrated Studies - Business Leadership, Junior
Steven Worsham Steven Worsham's The Huntington Investment Company Experience 2008 - Present
Job Senior Financial Advisor at The Huntington Investment Company
Industry Financial Services
Experience
The Huntington Investment Company 2008 - Present
Ameriprise Financial Services, Inc. 2004 - 2008
Horizon's of Tuscarawas County 2003 - 2004
Young's Incorporated 2000 - 2003
Penstone, Incorporated 1998 - 2000
Lemstone 1996 - 1999
Family Christian Stores 1977 - 1996
Skills
Human Resources, Payroll, Finance, Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Investments, Asset Allocation, Investment Advisory, Financial Advisory, Portfolio Management, Estate Planning, Investment Strategies, Securities, Fixed Annuities, Asset Management
Education
Olivet Nazarene University 1994 — 1996
Master of Business Administration (MBA), Business Administration and Management
Anderson University 1978 — 1982
Bachelor of Arts (BA), Economics
The Huntington Investment Company 2008 - Present
Ameriprise Financial Services, Inc. 2004 - 2008
Horizon's of Tuscarawas County 2003 - 2004
Young's Incorporated 2000 - 2003
Penstone, Incorporated 1998 - 2000
Lemstone 1996 - 1999
Family Christian Stores 1977 - 1996
Skills
Human Resources, Payroll, Finance, Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Investments, Asset Allocation, Investment Advisory, Financial Advisory, Portfolio Management, Estate Planning, Investment Strategies, Securities, Fixed Annuities, Asset Management
Education
Olivet Nazarene University 1994 — 1996
Master of Business Administration (MBA), Business Administration and Management
Anderson University 1978 — 1982
Bachelor of Arts (BA), Economics
Scott Snider's The Huntington Investment Company Experience April 2012 - September 2015
Job Financial Advisor at The Huntington Investment Company
Industry Financial Services
Experience
The Huntington Investment Company April 2012 - September 2015
Huntington National Bank May 2009 - April 2012
Wachovia Securities May 2007 - April 2009
Continental Real Estate April 2006 - August 2006
Smith Barney February 2005 - August 2006
Skills
Investments, Wealth Management, Finance, Securities, Retirement Planning, Strategic Financial..., Financial Analysis, Life Insurance, Long Term Care Insurance
Education
Miami University 2002 — 2006
B.S., Finance
Upper Arlington 1998 — 2002
The Huntington Investment Company April 2012 - September 2015
Huntington National Bank May 2009 - April 2012
Wachovia Securities May 2007 - April 2009
Continental Real Estate April 2006 - August 2006
Smith Barney February 2005 - August 2006
Skills
Investments, Wealth Management, Finance, Securities, Retirement Planning, Strategic Financial..., Financial Analysis, Life Insurance, Long Term Care Insurance
Education
Miami University 2002 — 2006
B.S., Finance
Upper Arlington 1998 — 2002
Douglas Singer's The Huntington Investment Company Experience June 2014 - Present
Job at The Huntington Investment Company
Industry Financial Services
Experience
The Huntington Investment Company June 2014 - Present
RBS Citizens April 2013 - May 2014
CCO Investment Services Corp- (RBS Citizens) April 2011 - April 2013
PNC Investments January 2009 - March 2010
National City, now a part of PNC Financial Services September 2005 - January 2009
National City Bank, now a part of PNC Financial Services July 1999 - October 2005
Skills
Investments, Financial Advisory, Banking, Compliance, Mergers
Education
University of Michigan 1981 — 1985
BBA, Finance
University of Michigan - Stephen M. Ross School of Business 1981 — 1985
BBA, Finance
The Huntington Investment Company June 2014 - Present
RBS Citizens April 2013 - May 2014
CCO Investment Services Corp- (RBS Citizens) April 2011 - April 2013
PNC Investments January 2009 - March 2010
National City, now a part of PNC Financial Services September 2005 - January 2009
National City Bank, now a part of PNC Financial Services July 1999 - October 2005
Skills
Investments, Financial Advisory, Banking, Compliance, Mergers
Education
University of Michigan 1981 — 1985
BBA, Finance
University of Michigan - Stephen M. Ross School of Business 1981 — 1985
BBA, Finance
Steven Gress's The Huntington Investment Company Experience September 2008 - Present
Job Retail Investment Associate Team Leader Financial Advisor
Industry Financial Services
Experience
The Huntington Investment Company September 2008 - Present
Skills
Investments, Credit Analysis, Finance, Portfolio Management, Credit, Sales
Education
Ohio University 1994 — 1998
Newark Catholic High School 1990 — 1994
The Huntington Investment Company September 2008 - Present
Skills
Investments, Credit Analysis, Finance, Portfolio Management, Credit, Sales
Education
Ohio University 1994 — 1998
Newark Catholic High School 1990 — 1994
Lynn Beach's The Huntington Investment Company Experience November 2010 - Present
Job Business Analyst at The Huntington Investment Company
Industry Investment Management
Experience
The Huntington Investment Company November 2010 - Present
The Huntington Investment Company August 2002 - November 2010
Mainline Computer Products February 2001 - November 2003
Skills
Series 7, Investments, Asset Management, Mutual Funds, Fixed Income, Insurance, Stocks, Bonds, Banking, Relationship Management
Education
The Ohio State University 1995 — 2002
High School
The Huntington Investment Company November 2010 - Present
The Huntington Investment Company August 2002 - November 2010
Mainline Computer Products February 2001 - November 2003
Skills
Series 7, Investments, Asset Management, Mutual Funds, Fixed Income, Insurance, Stocks, Bonds, Banking, Relationship Management
Education
The Ohio State University 1995 — 2002
High School
Ashley L Graham's The Huntington Investment Company Experience November 2007 - April 2013
Job Practice Manager at Stratos Wealth Partners
Industry Investment Banking
Experience
Mayfield Financial Services April 2014 - Present
Stratos Wealth Partners April 2013 - April 2014
The Huntington Investment Company November 2007 - April 2013
Sky Bank May 2007 - August 2007
Brunswick City Schools September 2004 - June 2007
Revere Local Schools January 2000 - June 2004
Skills
Series 6, Banking, Credit, Credit Analysis, Retail Banking, Cash Management, Lotus Notes, Customer Service, Outlook
Education
The University of Akron 2004 — 2006
Master's Degree, Elementary Education
The University of Akron 2000 — 2002
Bachelor's of Science, Early Childhood Education
Kent State University 1996 — 1998
N/A, Early Childhood Education
Mayfield Financial Services April 2014 - Present
Stratos Wealth Partners April 2013 - April 2014
The Huntington Investment Company November 2007 - April 2013
Sky Bank May 2007 - August 2007
Brunswick City Schools September 2004 - June 2007
Revere Local Schools January 2000 - June 2004
Skills
Series 6, Banking, Credit, Credit Analysis, Retail Banking, Cash Management, Lotus Notes, Customer Service, Outlook
Education
The University of Akron 2004 — 2006
Master's Degree, Elementary Education
The University of Akron 2000 — 2002
Bachelor's of Science, Early Childhood Education
Kent State University 1996 — 1998
N/A, Early Childhood Education
David Fumi's The Huntington Investment Company Experience May 2003 - June 2008
Job Managing Director at Signet Capital/Signet Securities
Industry Investment Banking
Experience
Signet Capital, LLC/Signet Securities, LLC August 2013 - Present
Grand Vista Global Energy Holdings, LLC September 2011 - Present
Advoca Capital July 2008 - August 2011
The Huntington Investment Company May 2003 - June 2008
Banc One Capital Markets April 1990 - May 2003
Skills
Venture Capital, Mergers, Strategic Planning, Financial Analysis, Investments, Series 7, Entrepreneurship, Business Strategy, Trading, Investment Banking, Mergers & Acquisitions, Bonds, Series 24, Portfolio Management, Asset Management, Due Diligence
Education
The Ohio State University Fisher College of Business 1982 — 1987
Bachelor of Science, Finance
Signet Capital, LLC/Signet Securities, LLC August 2013 - Present
Grand Vista Global Energy Holdings, LLC September 2011 - Present
Advoca Capital July 2008 - August 2011
The Huntington Investment Company May 2003 - June 2008
Banc One Capital Markets April 1990 - May 2003
Skills
Venture Capital, Mergers, Strategic Planning, Financial Analysis, Investments, Series 7, Entrepreneurship, Business Strategy, Trading, Investment Banking, Mergers & Acquisitions, Bonds, Series 24, Portfolio Management, Asset Management, Due Diligence
Education
The Ohio State University Fisher College of Business 1982 — 1987
Bachelor of Science, Finance
Tracy Dobner's The Huntington Investment Company Experience April 2002 - Present
Job Client Relationship Specialist at The Huntington Investment Co
Industry Investment Banking
Experience
The Huntington Investment Company April 2002 - Present
Huntington National Bank February 1987 - April 2002
Huntington National Bank August 1984 - February 1987
Skills
CRM, Sales, Training, Mortgage Lending, Accounting, Trading, Leadership, Team Building
Education
Columbus State 1982 — 1984
Business Administration and Management, General
Franklin University 1981 — 1982
Business Admininstrattion
St. Francis DeSales 1978 — 1981
The Huntington Investment Company April 2002 - Present
Huntington National Bank February 1987 - April 2002
Huntington National Bank August 1984 - February 1987
Skills
CRM, Sales, Training, Mortgage Lending, Accounting, Trading, Leadership, Team Building
Education
Columbus State 1982 — 1984
Business Administration and Management, General
Franklin University 1981 — 1982
Business Admininstrattion
St. Francis DeSales 1978 — 1981
Alexa (Ruble) Dean's The Huntington Investment Company Experience August 2011 - Present
Job Project Manager at The Huntington Investment Company
Industry Investment Banking
Experience
The Huntington Investment Company August 2011 - Present
The Huntington Investment Company December 2008 - August 2011
The Huntington Investment Company September 2007 - December 2008
Sky Bank 2005 - 2007
Skills
Banking, Series 7, Series 24, Series 63, Series 65, Series 53
Education
The Ohio State University 1999 — 2003
BA, Communications
The Huntington Investment Company August 2011 - Present
The Huntington Investment Company December 2008 - August 2011
The Huntington Investment Company September 2007 - December 2008
Sky Bank 2005 - 2007
Skills
Banking, Series 7, Series 24, Series 63, Series 65, Series 53
Education
The Ohio State University 1999 — 2003
BA, Communications
Joe Leonetti's The Huntington Investment Company Experience August 1998 - Present
Job Vice President Investment Management at The Huntington Investment Company
Industry Investment Management
Experience
The Huntington Investment Company August 1998 - Present
Education
The Ohio State University 1988 — 1992
Bachelors in Economics, Business, Marketing and Economics
The Huntington Investment Company August 1998 - Present
Education
The Ohio State University 1988 — 1992
Bachelors in Economics, Business, Marketing and Economics
Micky Fogel's The Huntington Investment Company Experience March 2000 - October 2014
Job Regional Compliance Officer AVP at The Huntington Investment Company
Industry Investment Management
Experience
The Huntington Investment Company March 2000 - October 2014
JPMorgan Chase January 1987 - May 2000
Skills
Equities, Fixed Income
Education
University of Cincinnati 1980 — 1985
BBA, Finance, International Business, Spanish
University of Cincinnati College of Business 1980 — 1985
BBA, Finance, International Business, Spanish
The Huntington Investment Company March 2000 - October 2014
JPMorgan Chase January 1987 - May 2000
Skills
Equities, Fixed Income
Education
University of Cincinnati 1980 — 1985
BBA, Finance, International Business, Spanish
University of Cincinnati College of Business 1980 — 1985
BBA, Finance, International Business, Spanish
Jay O'Malley's The Huntington Investment Company Experience July 2009 - Present
Job Vice President, Sr. Financial Advisor with The Huntington Investment Company
Industry Financial Services
Experience
The Huntington Investment Company July 2009 - Present
PNC Investments March 2006 - July 2009
JP Morgan Chase December 2003 - March 2006
Morgan Stanley Smith Barney April 2001 - December 2003
Skills
Mutual Funds, Managed Money, stocks, Bonds, Municipal Bonds, Options, 401k, Employee Stock Options, Investments, Life Insurance, Strategic Financial..., Variable Annuities, Indexed Annuities, Fixed Annuities, Series 7, Wealth Management, Financial Planning, Financial Advisory, Portfolio Management
Education
Bowling Green State University 1996 — 2000
Bowling Green State University 1996 — 2000
The Huntington Investment Company July 2009 - Present
PNC Investments March 2006 - July 2009
JP Morgan Chase December 2003 - March 2006
Morgan Stanley Smith Barney April 2001 - December 2003
Skills
Mutual Funds, Managed Money, stocks, Bonds, Municipal Bonds, Options, 401k, Employee Stock Options, Investments, Life Insurance, Strategic Financial..., Variable Annuities, Indexed Annuities, Fixed Annuities, Series 7, Wealth Management, Financial Planning, Financial Advisory, Portfolio Management
Education
Bowling Green State University 1996 — 2000
Bowling Green State University 1996 — 2000
Levi Perrine's The Huntington Investment Company Experience February 2004 - August 2011
Job Interaction Designer at Scoresby Interactive
Industry Consumer Services
Experience
Scoresby Interactive January 2013 - Present
TruSteam August 2011 - December 2012
The Huntington Investment Company February 2004 - August 2011
Skills
Customer Service, Strategic Planning, Microsoft Office, Sales, Sales Management, Entrepreneurship, Interaction Design, Prototyping, Wireframing, Mobile Interaction..., Project Management, Team Building, Coaching, Investments, Insurance, Operations Management, Series 7, Series 63, Life & Health Insurance...
Education
Franklin University
Scoresby Interactive January 2013 - Present
TruSteam August 2011 - December 2012
The Huntington Investment Company February 2004 - August 2011
Skills
Customer Service, Strategic Planning, Microsoft Office, Sales, Sales Management, Entrepreneurship, Interaction Design, Prototyping, Wireframing, Mobile Interaction..., Project Management, Team Building, Coaching, Investments, Insurance, Operations Management, Series 7, Series 63, Life & Health Insurance...
Education
Franklin University
Brian Laughlin's The Huntington Investment Company Experience June 2012 - Present
Job Branch Manager at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank July 2014 - Present
The Huntington Investment Company June 2012 - Present
Huntington National Bank May 2010 - July 2014
Wells Fargo Financial January 2006 - April 2010
Skills
Wealth Management, Financial Analysis, Financial Modeling, Financial Reporting, Credit Analysis, Accounting, Banking, Loans, Auditing, Financial Accounting, Microsoft Excel, Forecasting, Investments, Credit, Finance
Education
Xavier University 2008 — 2011
MBA, International Business
Miami University 2001 — 2005
Business, Finance
Huntington National Bank July 2014 - Present
The Huntington Investment Company June 2012 - Present
Huntington National Bank May 2010 - July 2014
Wells Fargo Financial January 2006 - April 2010
Skills
Wealth Management, Financial Analysis, Financial Modeling, Financial Reporting, Credit Analysis, Accounting, Banking, Loans, Auditing, Financial Accounting, Microsoft Excel, Forecasting, Investments, Credit, Finance
Education
Xavier University 2008 — 2011
MBA, International Business
Miami University 2001 — 2005
Business, Finance
Caryn Zwick's The Huntington Investment Company Experience November 2002 - May 2008
Job Independent Insurance Agent
Industry Insurance
Experience
KAZ Company August 2011 - Present
The Huntington Investment Company November 2002 - May 2008
Charter One Securities September 1996 - November 2002
Skills
Fixed Annuities, 401k, Life Insurance, Mutual Funds, Term Life Insurance, Medicare, Long-term Care, Small Business, Healthcare, Investments, Health Insurance, Series 7, Retirement Planning, Retirement, Long Term Care Insurance, Insurance, Disability Insurance, Investment Advisory, IRAs, Wealth Management, Estate Planning
Education
Miami University 1960 — 1961
Business
Cleveland Heights High School
KAZ Company August 2011 - Present
The Huntington Investment Company November 2002 - May 2008
Charter One Securities September 1996 - November 2002
Skills
Fixed Annuities, 401k, Life Insurance, Mutual Funds, Term Life Insurance, Medicare, Long-term Care, Small Business, Healthcare, Investments, Health Insurance, Series 7, Retirement Planning, Retirement, Long Term Care Insurance, Insurance, Disability Insurance, Investment Advisory, IRAs, Wealth Management, Estate Planning
Education
Miami University 1960 — 1961
Business
Cleveland Heights High School
Douglas Wahlenmayer CFP, ChFC, CLU's The Huntington Investment Company Experience August 2015 - Present
Job Regional Sales Manager at The Huntington Investment Company
Industry Financial Services
Experience
The Huntington Investment Company August 2015 - Present
RBS Citizens Financial Group September 2013 - August 2015
PNC Investments August 2009 - July 2013
First Commonwealth Bank October 2008 - July 2009
Transamerica May 2003 - October 2008
Jefferson Pilot Financial January 2000 - May 2003
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Financial Services, Investments, Presentations, Sales Presentations, College Education..., Identifying Client Needs, Life Insurance, Long Term Care Insurance, Finance, Financial Planning, Financial Advisory, Wealth Management, Portfolio Management, Banking, Fixed Annuities, Relationship Management, Retirement, Mutual Funds, Management
Education
Grove City College 1988 — 1992
BA, Business, Economics
Grove City College 1988 — 1992
Bachelor's degree, Business Administration and Management, General
The Huntington Investment Company August 2015 - Present
RBS Citizens Financial Group September 2013 - August 2015
PNC Investments August 2009 - July 2013
First Commonwealth Bank October 2008 - July 2009
Transamerica May 2003 - October 2008
Jefferson Pilot Financial January 2000 - May 2003
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Financial Services, Investments, Presentations, Sales Presentations, College Education..., Identifying Client Needs, Life Insurance, Long Term Care Insurance, Finance, Financial Planning, Financial Advisory, Wealth Management, Portfolio Management, Banking, Fixed Annuities, Relationship Management, Retirement, Mutual Funds, Management
Education
Grove City College 1988 — 1992
BA, Business, Economics
Grove City College 1988 — 1992
Bachelor's degree, Business Administration and Management, General
Dexter A. Hollen's The Huntington Investment Company Experience 2001 - June 2014
Job Retired Financial Services Executive
Industry Financial Services
Experience
Will consider opportunities beginning the third quarter 2015. June 2014 - Present
Huntington National Bank 2001 - June 2014
The Huntington Investment Company 2001 - June 2014
Sky Bank June 2001 - September 2007
City of Struthers February 1992 - December 2005
American Express Financial Advisors, Inc. September 2000 - July 2001
The Mahoning National Bank May 1970 - April 2000
United States Marine Corps July 1969 - July 1975
Skills
Series 7, Life, Accident, &..., Lines Of Credit, Finance, Health Insurance, Commercial Banking, Loans, Investments, Risk Management, Small Business Lending, Credit, Small Business, Commercial Lending, Banking, Consumer Lending, Credit Analysis, Mortgage Lending, Retail Banking, Sales, Cross Selling, Relationship Management, Wealth Management, Financial Services, Loan Origination, Mortgage Banking, Credit Risk, Strategic Financial..., Financial Analysis, Financial Risk, Refinance, Insurance, Deposits, Branch Management, Residential Mortgages, SBA, Accounts Receivable, Branch Banking, Cash Flow, Home Equity Loans, Life Insurance, Real Estate, Commercial Real Estate, Financial Planning
Education
University of Oklahoma 1990 — 1992
ABA National Compliance School
University of Wisconsin-Madison 1986 — 1988
Graduate School of Banking
Youngstown State University
Business/Finance
Will consider opportunities beginning the third quarter 2015. June 2014 - Present
Huntington National Bank 2001 - June 2014
The Huntington Investment Company 2001 - June 2014
Sky Bank June 2001 - September 2007
City of Struthers February 1992 - December 2005
American Express Financial Advisors, Inc. September 2000 - July 2001
The Mahoning National Bank May 1970 - April 2000
United States Marine Corps July 1969 - July 1975
Skills
Series 7, Life, Accident, &..., Lines Of Credit, Finance, Health Insurance, Commercial Banking, Loans, Investments, Risk Management, Small Business Lending, Credit, Small Business, Commercial Lending, Banking, Consumer Lending, Credit Analysis, Mortgage Lending, Retail Banking, Sales, Cross Selling, Relationship Management, Wealth Management, Financial Services, Loan Origination, Mortgage Banking, Credit Risk, Strategic Financial..., Financial Analysis, Financial Risk, Refinance, Insurance, Deposits, Branch Management, Residential Mortgages, SBA, Accounts Receivable, Branch Banking, Cash Flow, Home Equity Loans, Life Insurance, Real Estate, Commercial Real Estate, Financial Planning
Education
University of Oklahoma 1990 — 1992
ABA National Compliance School
University of Wisconsin-Madison 1986 — 1988
Graduate School of Banking
Youngstown State University
Business/Finance
Jessica Reznik's The Huntington Investment Company Experience October 2013 - Present
Job Senior Compliance Officer The Huntington Investment Company
Industry Financial Services
Experience
The Huntington Investment Company October 2013 - Present
JPMorgan Chase June 2012 - October 2013
Halcyon Capital Markets September 2009 - January 2011
Cornerstone Real Estate Funds 2006 - 2009
Nationwide Financial September 2006 - 2007
Nationwide Financial March 2002 - August 2006
Nationwide Financial November 1999 - February 2002
Skills
Series 7, Securities, Fixed Annuities, Mutual Funds, Series 24, Pensions, Life Insurance, Relationship Management, Variable Annuities, Alternative Investments, Insurance, Sales, Strategy, Investment Advisory, Investments, 401k, FINRA, Series 66, Series 53
Education
The Ohio State University
The Huntington Investment Company October 2013 - Present
JPMorgan Chase June 2012 - October 2013
Halcyon Capital Markets September 2009 - January 2011
Cornerstone Real Estate Funds 2006 - 2009
Nationwide Financial September 2006 - 2007
Nationwide Financial March 2002 - August 2006
Nationwide Financial November 1999 - February 2002
Skills
Series 7, Securities, Fixed Annuities, Mutual Funds, Series 24, Pensions, Life Insurance, Relationship Management, Variable Annuities, Alternative Investments, Insurance, Sales, Strategy, Investment Advisory, Investments, 401k, FINRA, Series 66, Series 53
Education
The Ohio State University
Eric J. Vitelli's The Huntington Investment Company Experience January 2011 - Present
Job General Manager, VP. Registered Investment Representative.
Industry Banking
Experience
The Huntington Investment Company January 2011 - Present
Huntington Na April 2010 - Present
Charter One Bank January 2002 - April 2010
Skills
Banking, Retail Banking, Mortgage Lending, Team Building, Small Business Lending, Loans, Marketing, Consumer Lending, Lines Of Credit, Sales
Education
Kent State University 1997 — 2001
Bachelors, Business/Finance
The Huntington Investment Company January 2011 - Present
Huntington Na April 2010 - Present
Charter One Bank January 2002 - April 2010
Skills
Banking, Retail Banking, Mortgage Lending, Team Building, Small Business Lending, Loans, Marketing, Consumer Lending, Lines Of Credit, Sales
Education
Kent State University 1997 — 2001
Bachelors, Business/Finance
Angelia Engdahl's The Huntington Investment Company Experience January 2009 - April 2010
Job Licensed Team Member at State Farm – David Petrone Agency
Industry Insurance
Experience
State Farm – David Petrone Agency April 2010 - Present
The Huntington Investment Company January 2009 - April 2010
Catholic Social Servies of Summit County October 2007 - March 2009
Education
The University of Akron 2004 — 2009
Bachelor of Science, Financial Planning and Services
State Farm – David Petrone Agency April 2010 - Present
The Huntington Investment Company January 2009 - April 2010
Catholic Social Servies of Summit County October 2007 - March 2009
Education
The University of Akron 2004 — 2009
Bachelor of Science, Financial Planning and Services
Jason Kubin's The Huntington Investment Company Experience January 2007 - July 2011
Job Regional Vice President at Dedicated Distribution Partners
Industry Insurance
Experience
Dedicated Distribution Partners July 2014 - Present
Nationwide Insurance July 2011 - June 2014
The Huntington Investment Company January 2007 - July 2011
Huntington National Bank August 2005 - December 2006
Skills
Life Insurance, Series 6, Property & Casualty..., Insurance, Mutual Funds, Series 7, Fixed Annuities
Education
Ohio Dominican University
B.A. Business Administration
Dedicated Distribution Partners July 2014 - Present
Nationwide Insurance July 2011 - June 2014
The Huntington Investment Company January 2007 - July 2011
Huntington National Bank August 2005 - December 2006
Skills
Life Insurance, Series 6, Property & Casualty..., Insurance, Mutual Funds, Series 7, Fixed Annuities
Education
Ohio Dominican University
B.A. Business Administration
Sarah Giacona-Wilson's The Huntington Investment Company Experience April 2015 - Present
Job
Industry Financial Services
Experience
The Huntington Investment Company April 2015 - Present
Huntington National Bank October 2012 - March 2015
Walt Disney World January 2012 - June 2012
Skills
PowerPoint, Microsoft Office, English, Outlook, Customer Service, Research, Teaching, Windows, Microsoft Excel, Microsoft Word, Administration, Financial Services, Organizational..., Typing, Minimalism
Education
Oakland University 2012 — 2014
Bachelor of Arts (B.A.), Communication, General
Macomb Community College 2009 — 2011
Associate of Arts (A.A.), K-12 Education
The Huntington Investment Company April 2015 - Present
Huntington National Bank October 2012 - March 2015
Walt Disney World January 2012 - June 2012
Skills
PowerPoint, Microsoft Office, English, Outlook, Customer Service, Research, Teaching, Windows, Microsoft Excel, Microsoft Word, Administration, Financial Services, Organizational..., Typing, Minimalism
Education
Oakland University 2012 — 2014
Bachelor of Arts (B.A.), Communication, General
Macomb Community College 2009 — 2011
Associate of Arts (A.A.), K-12 Education
Andrew W. Kessinger's The Huntington Investment Company Experience January 1998 - August 2002
Job Vice President, Sr. Financial Advisor, at Huntington Investment Company
Industry Financial Services
Experience
Huntington Investment Company June 2009 - Present
Fifth Third Securities August 2002 - June 2009
The Huntington Investment Company January 1998 - August 2002
Skills
Investments, Financial Analysis, Portfolio Management, Banking, Risk Management, Financial Planning, Management, Customer Service, Wealth Management, Insurance, Financial Services, Retirement Planning, Microsoft Office, Finance, Microsoft Excel, Leadership
Education
Ohio Wesleyan University 1988 — 1992
Bachelor of Arts (B.A.), Economics with a Management Concentration
Columbus St. Francis DeSales 1984 — 1988
High School
Huntington Investment Company June 2009 - Present
Fifth Third Securities August 2002 - June 2009
The Huntington Investment Company January 1998 - August 2002
Skills
Investments, Financial Analysis, Portfolio Management, Banking, Risk Management, Financial Planning, Management, Customer Service, Wealth Management, Insurance, Financial Services, Retirement Planning, Microsoft Office, Finance, Microsoft Excel, Leadership
Education
Ohio Wesleyan University 1988 — 1992
Bachelor of Arts (B.A.), Economics with a Management Concentration
Columbus St. Francis DeSales 1984 — 1988
High School
Dan Frizzell's The Huntington Investment Company Experience January 2013 - June 2014
Job Senior Regional Sales Manager at Citizens Investment Services
Industry Financial Services
Experience
Citizens Investment Services June 2014 - Present
The Huntington Investment Company January 2013 - June 2014
The Huntington Investment Company January 2002 - January 2013
Education
Denison University
Economics
Citizens Investment Services June 2014 - Present
The Huntington Investment Company January 2013 - June 2014
The Huntington Investment Company January 2002 - January 2013
Education
Denison University
Economics