The O.N. Equity Sales Company
Description
Founded: 1968 Parent organization: Ohio National Life Insurance Company Subsidiary: On Investment Management Co
The O.N. Equity Sales Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The O.N. Equity Sales Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The O.N. Equity Sales Company Employees
Employee
Years
Job
Industry
Evan Bihl Evan Bihl's The O.N. Equity Sales Company Experience August 2011 - Present
Job Assistant Director of Compliance at The O.N. Equity Sales Company
Industry Financial Services
Experience
The O.N. Equity Sales Company August 2011 - Present
The O.N. Equity Sales Company December 2008 - August 2011
The O.N. Equity Sales Company August 2006 - December 2008
Fidelity Investments October 2005 - August 2006
Fidelity Investments January 2001 - October 2005
Fidelity Investments June 1999 - January 2001
St. Elizabeth Healthcare May 1996 - June 1999
Skills
Compliance, Series 7, Series 63, Series 24, Series 66, Customer Retention, Risk Management, FINRA, Investment Advisory, Mutual Funds, Stocks, Auditing, Project Management, Business Process...
Education
Northern Kentucky University 1993 — 1997
Bachelor of Science (BS), Management
University of Pennsylvania - The Wharton School 2013 — 2013
FINRA/Wharton - Certified Regulatory and Compliance Professional (CRCP) Designation, Executive Education Program
The O.N. Equity Sales Company August 2011 - Present
The O.N. Equity Sales Company December 2008 - August 2011
The O.N. Equity Sales Company August 2006 - December 2008
Fidelity Investments October 2005 - August 2006
Fidelity Investments January 2001 - October 2005
Fidelity Investments June 1999 - January 2001
St. Elizabeth Healthcare May 1996 - June 1999
Skills
Compliance, Series 7, Series 63, Series 24, Series 66, Customer Retention, Risk Management, FINRA, Investment Advisory, Mutual Funds, Stocks, Auditing, Project Management, Business Process...
Education
Northern Kentucky University 1993 — 1997
Bachelor of Science (BS), Management
University of Pennsylvania - The Wharton School 2013 — 2013
FINRA/Wharton - Certified Regulatory and Compliance Professional (CRCP) Designation, Executive Education Program
David Girmann David Girmann's The O.N. Equity Sales Company Experience 1999 - 2003
Job Consultant at Strategy & Resources LLC
Industry Financial Services
Experience
Strategy & Resources LLC September 2015 - Present
Little Dutch Trading Company June 2003 - Present
Children's Dyslexia Centers 2010 - Present
Huntington Investment Company May 2014 - August 2015
Ancient Accepted Scottish Rite, Valley of Cincinnati May 2009 - May 2015
Lincoln Investment Planning January 2011 - December 2013
Great American Advisors 2008 - 2010
Cincom Systems, Inc 2005 - 2008
VSR Financial Services 2004 - 2005
The O.N. Equity Sales Company 1999 - 2003
Skills
Mutual Funds, Retirement Planning, Investments, Marketing, Wealth Management, Fixed Annuities, Investment Advisory, 401k, Alternative Investments, Insurance, Financial Services, Sales, Relationship Management, FINRA, Securities, Leadership, Investment Strategies, Financial Advisory, Series 24, Series 63, Life Insurance, Asset Allocation, Financial Analysis, Series 7, Retirement, Strategic Planning, Mentoring, Team Building, Compliance, Operations Management, Motivational Speaking, Consultative Approach, Portfolio Management
Education
Xavier University
MBA
University of Cincinnati
BS
Strategy & Resources LLC September 2015 - Present
Little Dutch Trading Company June 2003 - Present
Children's Dyslexia Centers 2010 - Present
Huntington Investment Company May 2014 - August 2015
Ancient Accepted Scottish Rite, Valley of Cincinnati May 2009 - May 2015
Lincoln Investment Planning January 2011 - December 2013
Great American Advisors 2008 - 2010
Cincom Systems, Inc 2005 - 2008
VSR Financial Services 2004 - 2005
The O.N. Equity Sales Company 1999 - 2003
Skills
Mutual Funds, Retirement Planning, Investments, Marketing, Wealth Management, Fixed Annuities, Investment Advisory, 401k, Alternative Investments, Insurance, Financial Services, Sales, Relationship Management, FINRA, Securities, Leadership, Investment Strategies, Financial Advisory, Series 24, Series 63, Life Insurance, Asset Allocation, Financial Analysis, Series 7, Retirement, Strategic Planning, Mentoring, Team Building, Compliance, Operations Management, Motivational Speaking, Consultative Approach, Portfolio Management
Education
Xavier University
MBA
University of Cincinnati
BS
Clifford Blair Benjamin Clifford Blair Benjamin's The O.N. Equity Sales Company Experience February 2003 - April 2006
Job President, CVA at Sound Crest Financial Services. LLC
Industry Financial Services
Experience
Summit Divorce Planning, LLC May 2003 - Present
Sound Crest Financial Services. LLC May 2006 - Present
Summit Business Valuation Associates, LLC January 2013 - Present
The O.N. Equity Sales Company February 2003 - April 2006
Summit Research Group October 2002 - October 2004
Hearst Magazines, Forbes Inc., Chief Executive Magazine, Goldhirsch Media, Trans Global Films, Inc July 1982 - May 2001
Education
Southern Connecticut State University 1978 — 1982
Bachelor's Degree, Economics
Summit Divorce Planning, LLC May 2003 - Present
Sound Crest Financial Services. LLC May 2006 - Present
Summit Business Valuation Associates, LLC January 2013 - Present
The O.N. Equity Sales Company February 2003 - April 2006
Summit Research Group October 2002 - October 2004
Hearst Magazines, Forbes Inc., Chief Executive Magazine, Goldhirsch Media, Trans Global Films, Inc July 1982 - May 2001
Education
Southern Connecticut State University 1978 — 1982
Bachelor's Degree, Economics
Ali Khodadad, CFA®, CFP®, ChFC®, CLU® Ali Khodadad, CFA®, CFP®, ChFC®, CLU®'s The O.N. Equity Sales Company Experience October 2013 - Present
Job Assistant Vice President at The O.N. Equity Sales Company
Industry Financial Services
Experience
The O.N. Equity Sales Company October 2013 - Present
Ohio National Financial Services September 2007 - September 2013
CHASE INVESTMENT SERVICES CORP. May 2005 - July 2007
HRBFA March 2004 - July 2005
Robert W. Baird & Co. April 2002 - March 2004
Hilliard Lyons/PNC Brokerage May 1998 - April 2002
Skills
CLU, ChFC, Retirement, Retirement Planning, CTM, Mutual Funds, Variable Annuities, Wealth Management, Series 7, Life Insurance, Fixed Annuities, 401k, Chartered Financial..., Certified Financial...
Education
The Ohio State University 1988 — 1993
Bachelor of Science (BS), International Business
The American College 2008 — 2009
ChFC, CLU, Financial Planning and Services
The O.N. Equity Sales Company October 2013 - Present
Ohio National Financial Services September 2007 - September 2013
CHASE INVESTMENT SERVICES CORP. May 2005 - July 2007
HRBFA March 2004 - July 2005
Robert W. Baird & Co. April 2002 - March 2004
Hilliard Lyons/PNC Brokerage May 1998 - April 2002
Skills
CLU, ChFC, Retirement, Retirement Planning, CTM, Mutual Funds, Variable Annuities, Wealth Management, Series 7, Life Insurance, Fixed Annuities, 401k, Chartered Financial..., Certified Financial...
Education
The Ohio State University 1988 — 1993
Bachelor of Science (BS), International Business
The American College 2008 — 2009
ChFC, CLU, Financial Planning and Services
Dev Goswami, CFP® Dev Goswami, CFP®'s The O.N. Equity Sales Company Experience March 2003 - November 2010
Job Financial Services Representative, Financial Advisor at Metlife Securities, Inc.
Industry Financial Services
Experience
Florida Financial Group, an Office of Metlife December 2010 - Present
The O.N. Equity Sales Company March 2003 - November 2010
Walnut Street Securities September 2000 - February 2002
Skills
Retirement Planning, Risk Management, Investments, Investment Strategies, Investment Advisory, Wealth Management, Annuities, Asset Allocation, Disability Insurance, Mutual Funds, 401k, Long Term Care, Health Insurance, Life Insurance, Health Savings Accounts, 529 Plans, Managed Money, Qualified Retirement..., Simple IRA, SEP IRA, 401k Rollovers, Roth IRA, Traditional IRA, Estate Organization, Estate Conservation..., Fixed Annuities, Retirement, Financial Services
Education
Gujarat University 1971 — 1976
BE, Mechanical Engineering
Florida Financial Group, an Office of Metlife December 2010 - Present
The O.N. Equity Sales Company March 2003 - November 2010
Walnut Street Securities September 2000 - February 2002
Skills
Retirement Planning, Risk Management, Investments, Investment Strategies, Investment Advisory, Wealth Management, Annuities, Asset Allocation, Disability Insurance, Mutual Funds, 401k, Long Term Care, Health Insurance, Life Insurance, Health Savings Accounts, 529 Plans, Managed Money, Qualified Retirement..., Simple IRA, SEP IRA, 401k Rollovers, Roth IRA, Traditional IRA, Estate Organization, Estate Conservation..., Fixed Annuities, Retirement, Financial Services
Education
Gujarat University 1971 — 1976
BE, Mechanical Engineering
C. Nicholas Van Horn, MBA's The O.N. Equity Sales Company Experience February 2015 - Present
Job Field Training Manager at The O.N. Equity Sales Company
Industry Financial Services
Experience
The O.N. Equity Sales Company February 2015 - Present
The O.N. Equity Sales Company April 2013 - February 2015
The O.N. Equity Sales Company April 2012 - April 2013
Lincoln Investment Planning August 2010 - April 2012
Great American Advisors, Inc. September 2007 - August 2010
Fidelity Investments February 2006 - September 2007
Skills
FINRA, Investments, Series 7, Asset Management, Mutual Funds, Financial Markets, Trading, Customer Relations, Series 63, Securities, Equities, Options, Customer Service, Fixed Income, Stock, Series 66, Series 24, Series 53, Training, Public Speaking
Education
Xavier University - School of Business Administration 2010 — 2013
MBA, Business/Finance
Miami University 2001 — 2005
B.S., Exercise Science
The O.N. Equity Sales Company February 2015 - Present
The O.N. Equity Sales Company April 2013 - February 2015
The O.N. Equity Sales Company April 2012 - April 2013
Lincoln Investment Planning August 2010 - April 2012
Great American Advisors, Inc. September 2007 - August 2010
Fidelity Investments February 2006 - September 2007
Skills
FINRA, Investments, Series 7, Asset Management, Mutual Funds, Financial Markets, Trading, Customer Relations, Series 63, Securities, Equities, Options, Customer Service, Fixed Income, Stock, Series 66, Series 24, Series 53, Training, Public Speaking
Education
Xavier University - School of Business Administration 2010 — 2013
MBA, Business/Finance
Miami University 2001 — 2005
B.S., Exercise Science
Steve Conrad Steve Conrad's The O.N. Equity Sales Company Experience 2010 - Present
Job Independent Insurance Agent at Casualty Assurance
Industry Insurance
Experience
The O.N. Equity Sales Company 2010 - Present
Casualty Assurance 2009 - Present
Farmers Insurance Group February 1978 - November 2009
Skills
Sales, Term Life Insurance, Underwriting, Casualty, Customer Service, Disability Insurance, Fixed Annuities, Health Insurance, Insurance, Investments, Life Insurance, Marketing, Property, Strategic Planning, General Insurance, Casualty Insurance, Commercial Insurance
Education
The American College 1986 — 1996
CLU, Insurance
The O.N. Equity Sales Company 2010 - Present
Casualty Assurance 2009 - Present
Farmers Insurance Group February 1978 - November 2009
Skills
Sales, Term Life Insurance, Underwriting, Casualty, Customer Service, Disability Insurance, Fixed Annuities, Health Insurance, Insurance, Investments, Life Insurance, Marketing, Property, Strategic Planning, General Insurance, Casualty Insurance, Commercial Insurance
Education
The American College 1986 — 1996
CLU, Insurance
Lonny Elfenbein, ChFC's The O.N. Equity Sales Company Experience April 2004 - Present
Job Compliance Consultant at The O.N. Equity Sales Company
Industry Financial Services
Experience
The O.N. Equity Sales Company April 2004 - Present
Skills
Mutual Funds, Series 7, Fixed Income Analysis, Retirement Planning, Liquidity, Securities, Options, Insurance, Fixed Annuities, Investments, Financial Planning, Financial Services, Wealth Management, Life Insurance, Series 63, Retirement, 401k, Financial Advisory, Finance, Risk Management, Asset Management
Education
University of Pennsylvania - The Wharton School 2014 — 2015
Certified Regulatory and Compliance Principal (CRCP) - FINRA Institute
The American College 2010 — 2012
Chartered Financial Consultant (ChFC)
Tulane University - A.B. Freeman School of Business 1993 — 1997
BSM, Finance
The O.N. Equity Sales Company April 2004 - Present
Skills
Mutual Funds, Series 7, Fixed Income Analysis, Retirement Planning, Liquidity, Securities, Options, Insurance, Fixed Annuities, Investments, Financial Planning, Financial Services, Wealth Management, Life Insurance, Series 63, Retirement, 401k, Financial Advisory, Finance, Risk Management, Asset Management
Education
University of Pennsylvania - The Wharton School 2014 — 2015
Certified Regulatory and Compliance Principal (CRCP) - FINRA Institute
The American College 2010 — 2012
Chartered Financial Consultant (ChFC)
Tulane University - A.B. Freeman School of Business 1993 — 1997
BSM, Finance
Frank Coffenberry's The O.N. Equity Sales Company Experience October 2002 - April 2005
Job Branch Examinations Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2015 - Present
LPL Financial September 2011 - Present
Fidelity Investments September 2009 - September 2011
Fidelity Investments May 2007 - September 2009
Western & Southern Financial Group April 2005 - September 2007
The O.N. Equity Sales Company October 2002 - April 2005
Education
Florida State University
Finance, General
LPL Financial May 2015 - Present
LPL Financial September 2011 - Present
Fidelity Investments September 2009 - September 2011
Fidelity Investments May 2007 - September 2009
Western & Southern Financial Group April 2005 - September 2007
The O.N. Equity Sales Company October 2002 - April 2005
Education
Florida State University
Finance, General
Scott Widener's The O.N. Equity Sales Company Experience April 2014 - Present
Job Marketing Consultant at The O.N. Equity Sales Company
Industry Banking
Experience
The O.N. Equity Sales Company April 2014 - Present
HILLARD LYONS April 2008 - May 2012
WACHOVIA SECURITIES December 2005 - March 2008
PNC BROKERAGE/HILLIARD LYONS December 1998 - December 2005
STAR BANK January 1998 - December 1998
Fidelity Investments September 1995 - August 1997
United States Marine Corps August 1987 - June 1992
Skills
Investments, Asset Allocation, Securities, Finance, Economics, Sales Operations, Investment Strategies, Competitive Analysis, Trading, Financial Advisory, Management, Options, Bonds, Sales
Education
Thomas More College 2000 — 2003
BBA, Business Administration and Management, General
The O.N. Equity Sales Company April 2014 - Present
HILLARD LYONS April 2008 - May 2012
WACHOVIA SECURITIES December 2005 - March 2008
PNC BROKERAGE/HILLIARD LYONS December 1998 - December 2005
STAR BANK January 1998 - December 1998
Fidelity Investments September 1995 - August 1997
United States Marine Corps August 1987 - June 1992
Skills
Investments, Asset Allocation, Securities, Finance, Economics, Sales Operations, Investment Strategies, Competitive Analysis, Trading, Financial Advisory, Management, Options, Bonds, Sales
Education
Thomas More College 2000 — 2003
BBA, Business Administration and Management, General
peter weller's The O.N. Equity Sales Company Experience March 2004 - Present
Job Asst. Director Compliance
Industry Financial Services
Experience
The O.N. Equity Sales Company March 2004 - Present
Education
University of Cincinnati
The O.N. Equity Sales Company March 2004 - Present
Education
University of Cincinnati
Timothy Minton's The O.N. Equity Sales Company Experience June 2005 - May 2012
Job Recruiting and Marketing Consultant at The O.N. Equity Sales Company
Industry Financial Services
Experience
Ohio National Financial Services 2005 - June 2012
The O.N. Equity Sales Company June 2005 - May 2012
Skills
Series 7, Mutual Funds, Retirement Planning, Investments, Financial Planning, Customer Relations, Problem Solving, Compliance, Insurance, 401k, Life Insurance, Series 63, Series 6, IRAs, Disability Insurance, Customer Service
Education
The American College 2009 — 2011
CHfC, CHfC
Ashland University 1987 — 1990
Bachelor of Applied Science (B.A.Sc.), Marketing/Marketing Management, General
Ohio National Financial Services 2005 - June 2012
The O.N. Equity Sales Company June 2005 - May 2012
Skills
Series 7, Mutual Funds, Retirement Planning, Investments, Financial Planning, Customer Relations, Problem Solving, Compliance, Insurance, 401k, Life Insurance, Series 63, Series 6, IRAs, Disability Insurance, Customer Service
Education
The American College 2009 — 2011
CHfC, CHfC
Ashland University 1987 — 1990
Bachelor of Applied Science (B.A.Sc.), Marketing/Marketing Management, General
Kevin Andre's The O.N. Equity Sales Company Experience June 2014 - Present
Job Broker/Dealer Operations Specialist at The O.N. Equity Sales Company
Industry Financial Services
Experience
The O.N. Equity Sales Company June 2014 - Present
The O.N. Equity Sales Company March 2012 - June 2014
The O.N. Equity Sales Company March 2011 - March 2012
Ohio National Financial Services March 2010 - March 2011
Orange-Ulster BOCES September 2008 - January 2010
Otisville State Correctional Facility July 2009 - August 2009
Otisville State Correctional Facility July 2008 - August 2008
Warwick Valley Central School District August 2007 - June 2008
Centerville High School March 2005 - June 2007
RITE AID January 2005 - October 2006
Education
State University of New York at New Paltz 2002 — 2004
Bachelor's Degree, Secondary Education: Social Studies (7-12)
SUNY Orange 2000 — 2002
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Warwick Valley High School 1994 — 1998
High School
The O.N. Equity Sales Company June 2014 - Present
The O.N. Equity Sales Company March 2012 - June 2014
The O.N. Equity Sales Company March 2011 - March 2012
Ohio National Financial Services March 2010 - March 2011
Orange-Ulster BOCES September 2008 - January 2010
Otisville State Correctional Facility July 2009 - August 2009
Otisville State Correctional Facility July 2008 - August 2008
Warwick Valley Central School District August 2007 - June 2008
Centerville High School March 2005 - June 2007
RITE AID January 2005 - October 2006
Education
State University of New York at New Paltz 2002 — 2004
Bachelor's Degree, Secondary Education: Social Studies (7-12)
SUNY Orange 2000 — 2002
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Warwick Valley High School 1994 — 1998
High School