Touchstone Investments
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Touchstone Investments Employees
Touchstone Investments September 2015 - Present
Omnicare May 2013 - September 2015
Omnicare November 2012 - May 2013
Delaware North 2006 - 2013
Castellini Company August 2011 - November 2012
Skills
Sarbanes-Oxley Act, Forecasting, Financial Analysis, Accounting, Financial Reporting
Education
Northern Kentucky University 2008 — 2013
Bachelor's degree, Accounting
Newport Central Catholic High School 2004 — 2008
Morgan Stanley 2011 - Present
Women Energy Network 2013 - 2015
Invesco US 2005 - 2011
Touchstone Investments 2002 - 2005
Lincoln Financial Group 1996 - 2002
Skills
Portfolio Management, Financial Analysis, Fixed Income, Relationship Management, Business Development, Risk Management, Business Intelligence, Financial Services, Due Diligence, Investment Strategies, Series 63, Asset Management, Equities, Asset Allocation, Project Management, Business Strategy, Consultative Sales, Integrated Brand..., Strategic Planning, Profit Optimization, Mergers & Acquisitions, Market Research, New Market Expansion, Strategic Communications, Team Leadership, Cross Selling, Advanced Excel and..., Bloomberg Terminal, Thompson One, SunGard APT Pro Risk..., SNL, Salesforce.com, FactSet
Education
Indiana University—Purdue University Fort Wayne 2000 — 2002
Accounting and Finance Courses
Purdue University 1998 — 2000
Master of Science (MS), Applied Mathematics, Statistics
State University, Vietebsk, Belarus
Bachelor of Science, Mathematics
Touchstone Investments October 2007 - Present
Jewish Vocational Service (JVS) January 2005 - January 2006
Gradison Financial Services/McDonald & Co. Securities January 1987 - September 1994
Skills
Marketing Communications, Marketing Strategy, Advertising, Direct Marketing, Copywriting, Public Relations, Newsletters, Event Planning, Media Relations, Email Marketing, Marketing, Internal Communications, Event Management, Project Management, Social Media Marketing
Education
Indiana University - Kelley School of Business
Bachelor of Science (B.S.), Management and Marketing
University of Cincinnati
Master of Business Administration (MBA), Marketing
Eli Lilly and Company 2015 - Present
Eli Lilly and Company 2014 - 2015
Eli Lilly and Company 2012 - 2014
Eli Lilly and Company 2011 - 2012
Eli Lilly and Company 2010 - 2012
Eli Lilly and Company 2008 - 2010
Eli Lilly and Company 2005 - 2008
Touchstone Investments 2002 - 2005
Skills
Pharmaceutical Sales, Sales, Pharmaceutical Industry, Sales Management, Sales Operations, Sales Force Development, New Business Development, Coaching, Cold Calling, Territory Management, Multi-Channel Marketing, Brand Management, Strategic Planning, Program Implementation, Solution-Selling..., Project Management, Process Improvement, Decision Making, Team Building, Problem Solving, Data Analysis, Training & Development, Leadership, Portfolio Management, Campaign Strategy, High-Impact Sales..., Clear Communication, New Product Launch, Policies & Procedures, Relationship Building, Emotional Intelligence
Education
University of Cincinnati College of Business
Bachelor of Arts (B.A.), Finance and International Business
American Beacon Advisors 2010 - Present
Touchstone Investments 2007 - 2010
Fidelity Investments 2005 - 2007
Western & Southern Financial Group 2004 - 2005
Western & Southern Financial Group 2002 - 2004
The Penobscot Group, Inc. 1999 - 2000
State Street Global Advisors 1997 - 1999
State Street Global Advisors 1997 - 1997
Skills
Change Management, Fixed Annuities, Strategic Planning, Asset Managment, Competitive Analysis, Series 7, Portfolio Management, Mutual Funds, Financial Services, Product Management, Process Improvement, Investments, Business Development, Alternative Investments, Asset Allocation, Equities, Investment Management, Risk Management, Asset Management, Hedge Funds, Securities
Education
Boston University
BA, Economics
University of Notre Dame - Mendoza College of Business
MBA
Chase Investment Counsel April 2012 - May 2014
Knott Capital September 2009 - January 2011
Bjurman, Barry & Associates November 2002 - April 2009
Touchstone Investments May 1998 - November 2002
IFS Financial Services March 1992 - May 1999
PLANCO 1990 - 1990
Skills
Asset Managment, Wealth Management, Portfolio Management, Separately Managed..., Financial Services, Asset Allocation, Equities, Series 63, Series 7, Alternative Investments, Asset Management, Hedge Funds
Education
Bucks County Community College 1979 — 1979
Council Rock
West Chester University of Pennsylvania
Touchstone Investments April 2014 - Present
Schaeffer's Investment Research July 2013 - March 2014
Zacks Investment Management May 2012 - July 2013
Zacks Investment Management June 2008 - May 2012
Marshall Associates Inc June 2007 - December 2007
Fidelity Investments July 2006 - May 2007
Skills
Investments, Portfolio Management, Wealth Management, Alternative Investments
Education
Ohio University 2002 — 2006
Finance, Marketing
Elder
Nielsen July 2013 - Present
Citi August 2012 - July 2013
Citi July 2010 - August 2012
Centric Technologies LLC January 2010 - June 2010
GE Aviation June 2009 - December 2009
University of Cincinnati January 2009 - June 2009
Touchstone Investments June 2007 - September 2008
Skills
Requirements Analysis, Analysis, Testing, Microsoft Office, Excel, Software Project..., International Project..., Business Analysis, Integration, Project Management, Leadership, Product Management, Microsoft Excel, SDLC
Education
University of Cincinnati 2008 — 2009
Master of Science (M.S.), Management Information Systems, General
University of Cincinnati College of Business 2004 — 2008
BBA, Finance
Wells Fargo Home Mortgage January 2015 - Present
PNC October 2011 - December 2014
RS Funds October 2007 - October 2008
Touchstone Investments November 2003 - October 2007
Skills
Mortgage Lending, Loan Origination, Loans, Mortgage, Mortgage Banking, VA loans, Refinance, FHA financing, FHA Financing, Residential Mortgages, VA Loans, Investment Properties, Sales, Real Estate, FHA, Credit, Banking, Credit Analysis, USDA
Education
Miami University 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Marketing
Mercer Investments September 2015 - Present
Fund Evaluation Group January 2011 - Present
Northern Kentucky University October 2013 - Present
Touchstone Investments December 2005 - December 2010
Ohio National Financial Services 2000 - 2005
Skills
Hedge Funds, Private Funds, SEC, FINRA, Alternative Investments, Mutual Funds, Management, Change Management, Teaching/Training, Securities, Asset Management, Series 7, Series 24, Investments, Internal Audit, Investment Advisory, Series 63, Risk Management, Asset Managment, Securities Regulation, Wealth Management, Equities, Financial Services
Education
Northern Kentucky University 2010 — 2012
Master of Science (M.S.), Executive Leadership and Organizational Change
Northern Kentucky University 2005 — 2010
Bachelor of Science (B.S.), Organizational Leadership, Magna Cum Laude
Touchstone Investments August 2012 - Present
Western & Southern Financial Group May 2009 - August 2012
Broadcom May 2008 - August 2008
Education
Indiana University - Kelley School of Business 2007 — 2009
Masters, Business Administration; Finance
Rutgers University
Bachelor of Science, Finance
Touchstone Investments December 2014 - Present
Touchstone Investments January 2011 - December 2014
Touchstone Investments April 2005 - December 2010
xpedx December 2002 - October 2004
GE Aircraft Engines January 2002 - March 2002
GE Aircraft Engines January 2001 - March 2001
GE Aircraft Engines June 2000 - September 2000
GE Aircraft Engines January 2000 - March 2000
GE Aircraft Engines June 1999 - September 1999
Education
University of Cincinnati 1997 — 2002
Bachelors, Business Administration/Operations Management; Operations Management; Management
Touchstone Investments August 2009 - Present
Pioneer Investments March 2007 - June 2008
Pioneer Investments April 2002 - April 2007
Pioneer Investments January 1998 - April 2002
Pioneer Investments March 1994 - January 1998
Fidelity Investments January 1990 - March 1994
Boston Research Group 1986 - 1990
Temple, Barker & Sloane (Div. of Mercer) 1982 - 1986
Education
University of Massachusetts at Amherst - Isenberg School of Management 1972 — 1976
Bachelor of Business Administration (B.B.A.), Marketing Research
Touchstone Investments November 2014 - Present
Nationwide Financial September 2012 - November 2014
Nationwide Financial May 2010 - September 2012
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
Bachelor of Science (B.S.), Finance
Touchstone Investments November 2014 - Present
Wells Fargo Funds Distributors January 2010 - October 2014
Evergreen Investments June 2007 - January 2010
Mainstay Investments August 2005 - June 2007
Dreyfus April 2004 - July 2005
Goldman Sachs Asset Management 1997 - 2003
Alliance Capital Management September 1993 - December 1997
Skills
Alternative Investments, Mutual Funds, Series 7, Series 63, Public Speaking, New Business Development, Securities, Investments, Sales Management, Management, Wealth Management, Strategy, Asset Allocation, Separately Managed..., Financial Services, Relationship Management
Education
Marist College 1987 — 1991
BA, History
Touchstone Investments June 2013 - Present
Western & Southern Financial Group July 2008 - June 2013
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
MBA, Investments and Consulting
University of Dayton 2003 — 2007
BS, Finance and Economics
Touchstone Investments November 2012 - Present
John Hancock Funds January 2002 - October 2012
Education
Boston University Questrom School of Business 2009 — 2010
MS, Investment Management
Ithaca College 1998 — 2001
BA, Econmics
Brighton High School 1994 — 1997
Diploma
Touchstone Investments July 2000 - Present
Parrillo Performance March 1997 - July 2000
Skills
Newsletters, Advertising, Marketing Communications, Email Marketing, Copywriting, Graphic Design, Art Direction, Marketing, Graphics, Multimedia, Corporate Branding, Corporate Identity, Logo Design, Brochures, InDesign
Education
Northern Kentucky University 1990 — 1995
Graphic Design
University of Kentucky 1990 — 1990
Summer Art Studies
Brock & Scott, PLLC 2012 - Present
Persolve 2011 - 2012
Asset Acceptance 2007 - 2010
Unifund CCR Partners 2004 - 2007
Touchstone Investments 2000 - 2004
Skills
Pricing Analysis, New Business Development, Credit, Portfolio Management, Accounts Receivable, Contract Negotiation, Legal Service, Process Improvement, Business Development, Business Strategy, Leadership, Vendor Management, Management, Credit Cards, Financial Services, Call Centers, Customer Service, Customer Relations, Executive Management, Purchasing & Sales, Loan Servicing, Marketing, Loss Mitigation, Litigation, Finance, Risk Management, Sales, Banking, Analytics, Asset Management, Default, Relationship Management, Bankruptcy, Mergers & Acquisitions, Strategy, Consulting, Loans, Outsourcing, Pricing, Insurance, Investments, Mortgage Lending, Financial Analysis, Analysis, Forecasting, CRM, Project Management
Education
Ohio University 1994 — 1998
Bachelor's, Athletics Administration & Business
Touchstone Investments November 2014 - Present
Lord, Abbett & Co. LLC December 2011 - November 2014
Lord, Abbett & Co. LLC February 2008 - December 2011
Education
University of Pittsburgh 2003 — 2007
Finance and Marketing
RidgeWorth Investments January 2014 - Present
Touchstone Investments June 2010 - January 2014
Rivesource Investments May 2007 - June 2010
AFBA August 2005 - May 2007
Aim Private Asset Management October 2001 - August 2005
Education
The University of Texas at Austin
Bachelor's degree, Communication, General
Touchstone Investments 2011 - Present
OppenheimerFunds, Inc 2001 - 2011
Prudential Insurance Company 1996 - 2001
MetLife 1989 - 1996
Group PensionsMutual of America 1987 - 1989
Education
Binghamton University 1982 — 1986
Bachelor of Arts, Economics
ALPS Fund Services, Inc. February 2011 - Present
Highland Capital Brokerage January 2011 - February 2011
ING Individual Retirement August 2010 - November 2010
Ivy Funds July 2005 - July 2010
Touchstone Investments March 2002 - July 2005
AXA Distributors, LLC 2000 - 2001
AXA 1998 - 2001
AXA/Equitable Distributors 1998 - 2001
Skills
Retirement Planning, Alternative Investments, Investments, Mutual Funds, Asset Allocation, Financial Advisory, Insurance, Series 6, Wealth Management, Fixed Annuities, Financial Services, ETFs, Series 63, Series 7, 401k, Retirement, Securities
Education
California State University-Fullerton 1994 — 1997
BA, Business Management, Economics
Ward Group, A McLagan Aon Hewitt Company January 2007 - Present
Touchstone Investments May 2004 - January 2007
Skills
Property & Casualty..., Data Analysis, Benchmarking, Financial Analysis, Financial Services, Mutual Funds, Financial Advisory, Risk Management
Education
University of Cincinnati 2005 — 2006
Masters in Business Administration, International Business
Miami University 2000 — 2004
BS, Finance
Baron Capital Group, Inc. September 2014 - Present
Touchstone Investments November 2000 - August 2014
CNA 1999 - 2000
Talbot Financial Services 1998 - 1999
Nuveen 1994 - 1998
Education
University of Iowa - Henry B. Tippie College of Business
Bachelor's degree, Finance
University of Pennsylvania - The Wharton School
CIMA®
Hatteras Funds July 2015 - Present
Neuberger Berman September 2013 - July 2015
Touchstone Investments July 2008 - September 2013
Mutual of America December 2005 - July 2008
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Series 63, Financial Advisory, Series 7, 401k, Retirement, Investment Advisory, Asset Allocation, Sales, Financial Services, Finance, Portfolio Management, Investments
Education
University of Kentucky 1999 — 2003
Business, Marketing
Wells Fargo Advantage Funds August 2011 - Present
Touchstone Investments December 2009 - August 2011
Rydex Investments August 2003 - July 2009
Skills
Commodity, Alternative Investments, Fund Of Funds, Currency, Mutual Funds, Series 7, Hedge Funds, Asset Allocation, Asset Management, ETFs, Equities, Financial Services, Fixed Income, Investment Strategies, Investments, Portfolio Management, Series 63, Strategy
Education
College of Charleston 1996 — 2000
Bachelor of Science, Business Administration
MetLife January 2014 - Present
Touchstone Investments 2012 - January 2014
Fortune 500 Midwestern Financial Services Group 2005 - 2012
Self employed 2004 - 2005
Convergys 2000 - 2004
Great American Financial Resources 1999 - 2000
Schaeffer's Investment Research 1996 - 1999
Skills
Marketing, Social Media, Market Planning, Messaging, Campaigns, Lead Generation, B2B Marketing, Marketing Communications, Email Marketing, Copywriting, Direct Marketing, Content Management, Internal Communications, Corporate Communications, Competitive Analysis, Series 6
Education
University of Cincinnati
Touchstone Investments 2015 - Present
Eaton Vance January 2007 - December 2014
Skills
Series 7, Series 65, Series 63, Series 6, Mutual Funds, Closed-end Funds, Separately Managed..., Alternative Investments, Asset Managment, Investments, Wealth Management, Investment Strategies, Asset Allocation, Fixed Income, Equities
Education
Plymouth State University 1998 — 2006
Touchstone Investments June 2014 - Present
Fifth Third Bank July 2009 - June 2014
Charles H. Mack and Associates June 2008 - August 2008
Education
Northern Kentucky University 2011 — 2013
MBA, Master of Business Administration, 3.91
Valparaiso University 2005 — 2009
BSBA, International Business
Universidad de las Américas 2008 — 2008
Touchstone Investments January 2015 - Present
UBS February 2014 - January 2015
Fidelity Investments July 2013 - February 2014
Cantor Fitzgerald June 2012 - August 2012
Rotex Corporation June 2011 - August 2011
Education
Miami University 2009 — 2013
Bachelor of Science, Finance, Senior
Northern Trust January 2013 - Present
Touchstone Investments September 2012 - January 2013
McGill University School of Continuing Studies September 2011 - September 2012
Goldman Sachs & Co. June 2010 - August 2010
Musical DNA Software May 2008 - August 2008
SommerBarnard Law Firm May 2007 - August 2007
Vector Marketing May 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Market Research, Sales, Data Analysis, Financial Analysis, Microsoft Word, Spanish, Marketing
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor's of Science, Finance, International Business
East China Normal University
Northern Trust Hedge Fund Services June 2011 - Present
Harris Bank August 2009 - May 2011
BMO Capital Markets July 2008 - July 2009
Touchstone Investments May 2007 - August 2007
Skills
Hedge Funds
Education
DePauw University 2004 — 2008
Bachelor of Arts, Economics
Bishop Fenwick High School 2000 — 2004
BlackRock June 2010 - Present
Pioneer Investments April 2007 - May 2010
Touchstone Investments August 2006 - April 2007
IXIS Asset Management November 2004 - August 2006
Salomon Smith Barney April 1996 - September 2001
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
MBA, Finance
Lehigh University 1991 — 1995
BA, Economics
Lehigh University - College of Business and Economics 1991 — 1995
BA, Economics
Blair Academy 1990 — 1991
Darien High School 1986 — 1990
PNC February 2011 - Present
Morgan Stanley Smith Barney July 2007 - January 2011
Touchstone Investments September 2005 - June 2007
Smith Barney September 1998 - August 2005
Smith Barney Consulting Group May 1996 - August 1998
Skills
Portfolio Management, Performance Attribution, Due Diligence, Institutional, Asset Allocation, Performance Measurement, Institutional Investors, Investment Policy, Fund Analysis, Risk Management, Mutual Funds, ETFs, Factset, Portfolio Strategy, Excel, PowerPoint, Morningstar, Thomson One, Investment Strategies
Education
State University of New York College at Buffalo
BS, Business Administration/Finance
Calamos Investments June 2013 - Present
Dreyfus November 2006 - June 2013
Touchstone Investments August 2001 - October 2006
MFS Investment Management April 2000 - August 2001
Fidelity Investments October 1998 - March 2000
Pitney Bowes January 1998 - September 1998
Skills
Mutual Funds, Series 7, Investments, Retirement Planning, Series 63, Series 6, Financial Services, Separately Managed..., Financial Advisory, Series 65, New Business Development, Variable Annuities, Sales, Wealth Management, Leadership
Education
Boston University 1993 — 1998
Bachelor of Arts
Touchstone Investments October 2006 - Present
Fidelity Investments August 2001 - October 2006
Fidelity Investments May 2000 - July 2001
Washington Mutual Finance December 1998 - May 2000
Skills
Investments, Mutual Funds, Series 63, Series 7, Asset Allocation, Portfolio Management, Retirement Planning, Wealth Management, Sales, Asset Management, Real Estate, Cincinnati Area Board..., National Association of...
Education
Thomas More College
B.A, Business Administration, Magna Cum Laude
University of Cincinnati
Associate, Business Finance
Fifth Third Bank July 2015 - Present
Touchstone Investments February 2013 - Present
Fidelity Investments July 2011 - January 2013
AXA Advisors, LLC March 2010 - May 2011
Edward Jones June 2009 - February 2010
Education
University of Cincinnati 2004 — 2009
Bachelor of Business Administration
University of Cincinnati College of Business 2004 — 2009
Touchstone Investments Franchise Sales SpecialistFifth Third Bancorp2003 - 2006
Education
State University of New York - System 1999 — 2001
Hartford Funds September 2012 - Present
Touchstone Investments February 2010 - September 2012
Touchstone Investments and IFS Financial Services, Inc. January 2003 - February 2010
CUNA Brokerage Services, Inc. January 2000 - January 2003
Prudential Financial June 1997 - December 1999
Skills
Mutual Funds, FINRA, Securities Regulation, Policy, Internal Audit
Education
Auburn University
MBA, Finance
University of Minnesota-Twin Cities
BA, Economics
eSeniorLife LLC August 2011 - Present
Chase February 2011 - August 2012
Touchstone Investments December 2007 - December 2010
Allstate Insurance July 2006 - December 2007
AXA Advisors April 2005 - June 2006
PNC Investments January 2004 - April 2005
The Financial Network Group ,Ltd. January 1996 - January 2004
Hibbard Brown / H.J. Meyers October 1988 - December 1995
Skills
Wealth Management, Retirement, Series 7, Series 63, Series 6, Insurance, Fixed Annuities, Investments, Uniform Combined State..., 401k, Financial Advisory, Investment Advisory, Financial Services, New Business Development, Sales, Asset Allocation, Financial Analysis, Selling, Mortgage Lending, Loans, Management, Estate Planning, Marketing
Education
University of Cincinnati 1981 — 1986
BA, Communication and Media Studies
Elder 1976 — 1980
Destra Capital October 2012 - Present
Prudential Financial November 2008 - December 2011
Touchstone Investments September 2005 - November 2008
BlackRock April 2004 - May 2005
Pioneer Investments January 2003 - April 2004
MFS Investment Management June 1998 - December 2001
Skills
Series 63, Investments, Asset Allocation, Retirement, Mutual Funds, Series 7, Retirement Planning, Asset Managment, Investment Strategies, Investment Management, Series 6, Portfolio Management, Financial Advisory
Education
Westfield State College 1994 — 1995
Liberal Arts
Massachusetts College of Liberal Arts 1990 — 1993
Transfered To Westfield State College
Touchstone Investments July 2015 - Present
Fidelity Investments January 2015 - July 2015
Fidelity Investments October 2014 - January 2015
Fidelity Investments April 2014 - October 2014
Department of Public Advocacy (Kentucky Innocence Project) August 2012 - May 2013
University of Kentucky College of Law Legal Clinic August 2012 - December 2012
20th Judicial Circuit , Fort Myers, FL May 2012 - August 2012
Fayette County Circuit Court January 2012 - May 2012
Commonwealth of Kentucky May 2011 - August 2011
Walgreens January 2008 - August 2010
Education
University of Kentucky 2010 — 2013
Doctor of Law (JD), Law
University of Florida 2003 — 2007
Bachelor of Science (BS), Journalism
Transamerica Capital, Inc June 2013 - Present
PNC Capital Advisors October 2006 - June 2013
Allegiant Asset Management October 2006 - February 2010
Touchstone Investments 1998 - 2006
Countrywide Investments 1997 - 1999
Protective Life 1996 - 1998
Skills
Mutual Funds, Investments, Asset Managment, Leadership, Management, Marketing, Asset Management, Series 7, Series 63, Wealth Management, Asset Allocation, Relationship Management, Portfolio Management, Alternative Investments, Retirement Planning, Investment Advisory, Securities, Series 6, Separately Managed...
Education
Northern Kentucky University 1991 — 1995
The Ohio State University 1990 — 1991
Business
Touchstone Investments April 2013 - Present
Touchstone Investments May 2010 - April 2013
Protective Life Insurance Company February 2008 - May 2010
Total Quality Logistics June 2007 - February 2008
The Kroger Company June 2006 - June 2007
Education
Ohio University 2002 — 2006
Bachelor, Political Science/History
Sycamore HS 1998 — 2002
Arnold Printing June 2004 - Present
Touchstone Investments 2001 - 2004
Fidelity Investments 2001 - 2002
Skills
Sales Presentations, Sales, Territory Management, Series 63, New Business Development, Marketing Strategy, Direct Marketing, Relationship Management, Series 7, Color Management, Digital Printing, Print On Demand, Offset Printing, Wide Format Printing, Direct Mail, Variable Data Printing, Key Account Management
Education
College of the Holy Cross 1997 — 2001
Touchstone Investments March 2014 - Present
Huntington Funds 2009 - March 2014
Fidelity Investments 2000 - 2009
Education
University of Rhode Island 1995 — 1999
B.S., Business Adminstration
Neuberger Berman August 2012 - Present
Touchstone Investments December 2008 - August 2012
Touchstone Investments August 2007 - August 2012
RBC Capital Markets July 1998 - January 2007
US Army 1989 - 1991
Education
University of Minnesota-Twin Cities
BA, History
Touchstone Investments March 2015 - Present
Touchstone Investments December 2006 - March 2015
Touchstone Investments 2006 - 2008
Fidelity Investments 2004 - 2006
Sherwin-Williams Paints June 2000 - September 2004
Education
University of Cincinnati 1995 — 2000
Bachelor of Business Administration (B.B.A.), Marketing
trustaff September 2013 - Present
trustaff August 2006 - December 2012
Cincinnati Convertors, Inc. October 2005 - July 2006
Touchstone Investments January 2004 - September 2005
American Express April 2003 - December 2003
The David J. Joseph Co. March 1997 - November 2002
Skills
Key Account Development, Negotiation, Sales Operations, Project Management, Account Management, New Business Development, Sales, Sales Management, Logistics, Logistics Management, Operations Management, Operational Planning, Customer Acquisition, Customer Service, Customer Retention, Customer Satisfaction, Purchasing, Purchasing Negotiation, Purchase Contracts, Recruiting, Marketing, Cold Calling, Process Improvement, Leadership, Training, Permanent Placement, Management, Talent Acquisition
Education
University of Cincinnati 1989 — 1994
B.A., Political Science
Walnut Hills High School 1983 — 1989
Touchstone Investments 2007 - Present
Old Mutual 2006 - 2007
Nealson Investments 2003 - 2006
Eagle Global Logistics 2002 - 2003
Emery Worldwide 2000 - 2002
PepsiCo 1992 - 2000
Skills
CRM, Sales Operations, Leadership, Sales, Selling, Management, Marketing, Investments, Sales Management, Portfolio Management, Business Planning, Mutual Funds, Alternative Investments, Customer Retention, International Sales, Financial Advisory, Investment Management, Series 63, Separately Managed..., Series 7
Education
Oklahoma State University
Touchstone Investments March 2010 - Present
Klein Decisions, Inc. January 2003 - March 2010
RBC Wealth Management 1992 - 2002
Merrill Lynch October 1988 - December 1991
Education
Georgia State University - J. Mack Robinson College of Business
MBA
The University of Georgia
BBA, Finance
Fund Evaluation Group, LLC September 2013 - Present
Touchstone Investments October 2010 - September 2013
Touchstone Investments September 2008 - October 2010
Protective Life May 2005 - September 2008
Protective Life May 2005 - September 2008
Skills
Mutual Funds, Equities, Asset Management, Series 7, Fixed Annuities, Relationship Management, Retirement, Insurance, Series 63, Securities, Financial Services
Education
Xavier University - Williams College of Business 2007 — 2008
MBA, Business
University of Cincinnati 2002 — 2005
BA, Organizational Leadership
Todd Asset Management LLC July 2001 - May 2014
Touchstone Investments 1998 - 2001
Prudential Securities, Inc. July 1996 - August 1998
The Chicago Corporation October 1991 - July 1996
Skills
Separately Managed..., Managed Accounts, Unified Managed Accounts, Investment Strategies, National Accounts, Series 7, Investments, Wealth Management, Series 63, ETFs, National Accounts Sales, Mutual Funds, Asset Management, Asset Allocation, Investment Advisory, Consultative Selling, New Business Development, Managing Accounts, Portfolio Management, Equities, Finance, Alternative Investments, Financial Advisory
Education
Ohio University 1985 — 1990
Bachelor's Degree, Communications
Resource Real Estate July 2014 - Present
ATEL Securities Corporation April 2012 - July 2014
KBR Capital Markets January 2012 - April 2012
Noble Royalties April 2010 - January 2012
Touchstone Investments 2006 - 2010
Sunlife Financial July 2003 - January 2006
Genworth Financial February 2000 - June 2003
H.D. Vest Financial Services 1998 - 2000
Skills
Mutual Funds, Investments, Annuities, Insurance, Financial Advisory, Asset, Annuity, Retirement, Securities, Asset Allocation, Asset Management, Financial Services, Fixed Annuities, Retirement Planning, Series 6, Series 63, Series 7, Wealth Management
Education
Texas A&M University 1989 — 1996
BS in Poli-, Polisci
Texas A&M University 1989 — 1996
BS, Politicol Science
Charles Schwab August 2009 - Present
SunAmerica Asset Management July 2007 - February 2009
Touchstone Investments 2004 - 2007
Conseco 1999 - 2003
4086 Advisors (Formerly Conseco Capital Managment) 1999 - 2003
State Street Research 1995 - 1999
Education
Roanoke College 1989 — 1993
BA, Political Science
Western & Southern Financial Group April 2003 - Present
Western & Southern Financial Group September 1968 - Present
Western & Southern Financial Group June 1996 - April 2002
Touchstone Investments January 1985 - June 1996
Skills
Annuities, Insurance, Product Management, Vendor Management, Process Improvement, Annuity, Business Analysis, Analysis, Financial Services, SDLC, Banking, Management, Requirements Analysis, CRM, Fixed Annuities, Risk Management, IT Strategy, Program Management
Education
Northern Kentucky University 1978 — 1984
Sullivan University 1972 — 1975
Touchstone Investments September 2014 - Present
Touchstone Investments January 2012 - September 2014
Fidelity Investments January 2011 - January 2012
J.P. Morgan October 2010 - January 2011
Citizens Banking Company April 2010 - October 2010
Education
University of Dayton 2005 — 2009
BSBA, Finance
AmericaFirst Capital Management, LLC September 2015 - Present
MANI, LLC January 2011 - August 2015
Touchstone Investments January 2008 - January 2011
MANI,LLC January 2006 - December 2007
National City Bank/Allegiant Mutual Funds 2003 - 2006
Guardian Investor Services 2001 - 2003
Long Bow Capital Management 2000 - 2001
Monument Funds Group 1997 - 2000
Prudential Financial 1990 - 1996
Skills
Mutual Funds, Hedge Funds, Financial Services, Fixed Annuities, Separately Managed..., Insurance, Sales, Selling, Sales Operations, Series 7, Marketing, Series 63, Alternative Investments, Asset Allocation, Retirement Planning, Investments, Asset Management
Education
Towson University 1978 — 1982
Business Administration
American Century Investments November 2012 - Present
National Endowment for Financial Education December 2013 - Present
USAA Funds Board of Directors August 2012 - November 2012
Columbia Management (formerly RiverSource Investments) October 2006 - June 2010
Morgan Stanley Investment Management February 2004 - October 2006
Touchstone Investments 2002 - 2004
Evergreen Investments 1995 - 2002
Education
Oklahoma City University School of Law 1990 — 1993
JD
Guilford College 1984 — 1988
BS
Horizon Pharma, Inc. 2014 - Present
Touchstone Investments May 2009 - July 2014
Skills
Series 63, Mutual Funds, Series 7, Investments, Relationship Management, Sales
Education
Northern Kentucky University
Bachelor of Arts (B.A.), Philosophy
International Tower Lighting, LLC June 2011 - Present
Touchstone Investments October 2005 - July 2010
ALLSTATE FINACIAL March 2004 - October 2005
USALLIANZ February 2003 - February 2004
AEGON GROUP Transamerica Capital January 1994 - January 2002
Skills
Renewable Energy, Strategy, Solar Energy, Cleantech, Sustainable Energy, Energy Efficiency, Photovoltaics, Power Generation, Contract Negotiation, Energy Management, Due Diligence, Project Finance, Smart Grid, Alternative Investments, 401k, Start-ups, Sustainability, Business Strategy, Wind Turbines, Contract Management, Marketing, International Sales, Sales Operations
Education
Florida State University - College of Business 1992 — 1993
BS, Finance
Fusion Alliance June 2015 - Present
Freelance March 2014 - Present
New Track Media September 2013 - March 2014
Touchstone Investments March 2008 - August 2013
IFS Financial Services November 2005 - March 2008
IFS Financial Services February 2005 - November 2005
Columbus Life Insurance Company January 2004 - February 2005
Skills
HTML, CSS3, Responsive Web Design, Mobile Design, User Interface Design, User Experience, Website Development, Adobe Creative Suite, Dreamweaver, Photoshop, Mac OS, Flash Animation, Web Analytics, Campaign Management, Project Management, Digital Marketing, CSS, Web Design, E-commerce, Information Architecture, Marketing, Online Marketing, WordPress, CMS
Education
Penn State University 1997 — 2001
Bachelor of Science (BS), Business Management
FirstService Financial, Inc. January 2014 - Present
Miami Marlins, L.P. July 2011 - October 2013
Clearbrook Global Advisors, LLC March 2007 - July 2011
Freedom Mortgage November 2005 - March 2007
PNC September 2004 - November 2005
Touchstone Investments 2002 - 2004
Sutro & Co 1994 - 1998
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Budgets, Strategic Planning, Microsoft Dynamics ERP, Financial Analysis, Financial Reporting, Forecasting, Intercompany Accounts, Staff Management, Project Management, Financial Modeling, Accounting
Education
University of Massachusetts Boston
Master of Business Administration (MBA), Finance & Accounting
Purdue University
Bachelor of Science (B.S.), Accounting and Finance;minor in Economics
Touchstone Investments November 2011 - Present
Foxhall Capital Management June 2010 - November 2011
Goldman Sachs Asset Management May 2007 - June 2010
Alliance Bernstein Investments 2003 - 2007
Skills
Portfolio Management, Mutual Funds, Series 7, Investments, Series 63, Asset Management, Alternative Investments, Asset Allocation, Financial Analysis, Financial Services, Relationship Management, Equities, Series 65, Series 6, CIMA
Education
University of Pennsylvania - The Wharton School
Certified investment Management Analyst
Pacific Lutheran University 1996 — 1997
MBA, Marketing
University of Dayton 1983 — 1987
Bachelor of Science, Mechanical Engineering
Touchstone Investments February 2014 - Present
Touchstone Investments August 2010 - Present
Gratus Capital Mangement- RIA February 2009 - May 2010
Education
Emory University
Bachelor of Arts (B.A.), Economics
Xavier University - School of Business Administration
MBA, International Business
Xavier University, Williams College of Business Emory University
Masters of Business Administration; Bachelor of Arts, Economics
Touchstone Investments November 2014 - Present
Ohio National Financial Services August 2006 - June 2014
Skills
Financial Services, Sales, Variable Annuities, Fixed Annuities, Investment Portfolio, Marketing, Life Insurance
Education
University of Dayton 2002 — 2006
Bachelor of Arts (B.A.)
Wells Fargo Home Mortgage January 2011 - Present
Interface March 2010 - February 2011
Efficient Lighting Consultants March 2009 - March 2010
Homes of Charlotte Realty May 2004 - March 2009
REMAX Platinum Brokers November 2007 - January 2009
DCD Group May 2004 - June 2008
Touchstone Investments August 2000 - April 2004
Pilgrim Capital (ING) August 1999 - May 2000
Northstar Investments July 1997 - August 1999
Education
West Virginia University 1994 — 1997
BS, Sport Psychology
University of New Hampshire
Gold Canyon Candle January 2012 - Present
Touchstone Investments July 2005 - March 2012
Education
Cincinnati State Technical and Community College 2001 — 2004
Associate's degree, Computer/Information Technology Administration and Management