Apprisen Financial Advocates
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Apprisen Financial Advocates Employees
Employee
Years
Job
Industry
Alicia LeDuc Alicia LeDuc's Apprisen Financial Advocates Experience June 2009 - May 2010
Job Law Clerk at Mercy Corps
Industry Legal Services
Experience
Mercy Corps September 2015 - Present
Mercy Corps May 2015 - August 2015
Washington State Department of Commerce November 2011 - June 2014
Benedictine Sisters of St. Agnes Chipole July 2011 - October 2011
Sustainability in Prisons Project / The Evergreen State College June 2010 - July 2011
The Evergreen State College October 2010 - June 2011
Washington State Institute for Public Policy May 2010 - June 2010
Apprisen Financial Advocates June 2009 - May 2010
Morgan Stanley January 2006 - June 2009
Skills
Research, Community Development, Public Speaking, Community Outreach, Public Policy, Grant Writing, Event Planning, Program Evaluation, Policy, Sustainability, Program Management, Report Writing, Project Coordination, Legal Writing, Policy Research, Financial Analysis, Legal Research, Financial Education, Impact Investing, International Joint..., Emotional Intelligence, Cross-cultural Teams, Team Research, Client Relations
Education
Willamette University College of Law 2014 — 2017
Juris Doctor (J.D.), Business Law, Litigation, Securities, Corporate Governance
The Evergreen State College 2009 — 2011
Master of Public Administration (MPA), Concentration in Government and Non-Profit Administration
Saint Martin's University 2005 — 2009
Bachelor of Business Administration (BBA), Concentration in Finance
W.F. West
Mercy Corps September 2015 - Present
Mercy Corps May 2015 - August 2015
Washington State Department of Commerce November 2011 - June 2014
Benedictine Sisters of St. Agnes Chipole July 2011 - October 2011
Sustainability in Prisons Project / The Evergreen State College June 2010 - July 2011
The Evergreen State College October 2010 - June 2011
Washington State Institute for Public Policy May 2010 - June 2010
Apprisen Financial Advocates June 2009 - May 2010
Morgan Stanley January 2006 - June 2009
Skills
Research, Community Development, Public Speaking, Community Outreach, Public Policy, Grant Writing, Event Planning, Program Evaluation, Policy, Sustainability, Program Management, Report Writing, Project Coordination, Legal Writing, Policy Research, Financial Analysis, Legal Research, Financial Education, Impact Investing, International Joint..., Emotional Intelligence, Cross-cultural Teams, Team Research, Client Relations
Education
Willamette University College of Law 2014 — 2017
Juris Doctor (J.D.), Business Law, Litigation, Securities, Corporate Governance
The Evergreen State College 2009 — 2011
Master of Public Administration (MPA), Concentration in Government and Non-Profit Administration
Saint Martin's University 2005 — 2009
Bachelor of Business Administration (BBA), Concentration in Finance
W.F. West
Katherine Grabill's Apprisen Financial Advocates Experience August 2008 - April 2012
Job Data Center Operator/Help Desk Tech
Industry Information Technology and Services
Experience
Racksquared Datacenter, LLC / Consultant October 2014 - Present
Apprisen April 2012 - July 2014
Apprisen Financial Advocates August 2008 - April 2012
Apprisen Financial Advocates August 2007 - August 2008
Apprisen Financial Advocates March 2007 - August 2007
Apprisen Financial Advocates March 2006 - March 2007
Apprisen Financial Advocates September 2005 - March 2006
Apprisen Financial Advocates March 2005 - September 2005
Skills
Call Center, Outlook, Customer Satisfaction, Data Entry, Customer Service, Analysis, Process Improvement, Training, Microsoft Excel, PowerPoint, Microsoft Office, Business Analysis, Microsoft Word, Leadership, Management, Research, Budgets, Project Management, Teamwork, Call Centers, Accounting
Education
Franklin University 2008 — 2010
MBA, Masters in Business Administration
Franklin University 2006 — 2008
BS, Human Resources
Franklin University 2006 — 2008
BS, Management
Columbus State 1999 — 2005
AAS, Business Management
Racksquared Datacenter, LLC / Consultant October 2014 - Present
Apprisen April 2012 - July 2014
Apprisen Financial Advocates August 2008 - April 2012
Apprisen Financial Advocates August 2007 - August 2008
Apprisen Financial Advocates March 2007 - August 2007
Apprisen Financial Advocates March 2006 - March 2007
Apprisen Financial Advocates September 2005 - March 2006
Apprisen Financial Advocates March 2005 - September 2005
Skills
Call Center, Outlook, Customer Satisfaction, Data Entry, Customer Service, Analysis, Process Improvement, Training, Microsoft Excel, PowerPoint, Microsoft Office, Business Analysis, Microsoft Word, Leadership, Management, Research, Budgets, Project Management, Teamwork, Call Centers, Accounting
Education
Franklin University 2008 — 2010
MBA, Masters in Business Administration
Franklin University 2006 — 2008
BS, Human Resources
Franklin University 2006 — 2008
BS, Management
Columbus State 1999 — 2005
AAS, Business Management
Erik Wecks Erik Wecks's Apprisen Financial Advocates Experience January 2011 - November 2011
Job Author
Industry Entertainment
Experience
Geekdad.com January 2012 - Present
How To Manage Your Money When You Don't Have Any November 2011 - Present
Cascade Earth Manufacturing July 2010 - December 2011
Apprisen Financial Advocates January 2011 - November 2011
Wells Fargo Advisors, LLC March 2008 - May 2010
Windermere Real Estate April 2004 - February 2008
Holiday Inn Express and Suites February 2003 - March 2004
Cyber Rep, LLC December 2001 - August 2002
Cornell University September 1999 - July 2001
Skills
Public Speaking, Writing, Feature Writing, Planning, Community Outreach, Outlook, Non-profits, Feature Articles, Project Planning, Leadership Development, Leadership, Social Networking, Training, Event Planning, Management, Microsoft Excel, Microsoft Office, Event Management, Strategic Planning, PowerPoint, Social Media, Team Building, Coaching, Budgets, Customer Service, Marketing, Microsoft Word, Public Relations
Education
The University of ChicagoSocial Sciences 1998 — 1998
M.A, Social Science
George Fox University 1994 — 1996
B.A., History
Geekdad.com January 2012 - Present
How To Manage Your Money When You Don't Have Any November 2011 - Present
Cascade Earth Manufacturing July 2010 - December 2011
Apprisen Financial Advocates January 2011 - November 2011
Wells Fargo Advisors, LLC March 2008 - May 2010
Windermere Real Estate April 2004 - February 2008
Holiday Inn Express and Suites February 2003 - March 2004
Cyber Rep, LLC December 2001 - August 2002
Cornell University September 1999 - July 2001
Skills
Public Speaking, Writing, Feature Writing, Planning, Community Outreach, Outlook, Non-profits, Feature Articles, Project Planning, Leadership Development, Leadership, Social Networking, Training, Event Planning, Management, Microsoft Excel, Microsoft Office, Event Management, Strategic Planning, PowerPoint, Social Media, Team Building, Coaching, Budgets, Customer Service, Marketing, Microsoft Word, Public Relations
Education
The University of ChicagoSocial Sciences 1998 — 1998
M.A, Social Science
George Fox University 1994 — 1996
B.A., History
Robin Comchoc Robin Comchoc's Apprisen Financial Advocates Experience February 2011 - January 2012
Job Owner Services Account Manager at NetJets
Industry Financial Services
Experience
NetJets January 2012 - Present
Apprisen Financial Advocates February 2011 - January 2012
Global Security November 2006 - June 2010
Johnstone Supply November 1998 - June 2009
Skills
Microsoft Office, Lotus Notes, Outlook, SAP, SXE, Mas 90, Sedona, Accuterm, 10 Key, BoldChat, Customer Service, Word, Excel, Customer Relations, Problem Solving, Billing, Purchasing, Accounts Receivable, Windows, Accounts Payable, Data Entry, Spreadsheets, Research, Documentation, Administration, Scheduling, Call Center, Customer Satisfaction, Invoicing, Process Improvement, Microsoft Excel, Forecasting, Pricing, Team Building, Training
Education
NW Regional Training Center 2010 — 2010
Certification, Certified Nursing Assistant
Clark College
Clark College
Culinary Arts Certificate
NetJets January 2012 - Present
Apprisen Financial Advocates February 2011 - January 2012
Global Security November 2006 - June 2010
Johnstone Supply November 1998 - June 2009
Skills
Microsoft Office, Lotus Notes, Outlook, SAP, SXE, Mas 90, Sedona, Accuterm, 10 Key, BoldChat, Customer Service, Word, Excel, Customer Relations, Problem Solving, Billing, Purchasing, Accounts Receivable, Windows, Accounts Payable, Data Entry, Spreadsheets, Research, Documentation, Administration, Scheduling, Call Center, Customer Satisfaction, Invoicing, Process Improvement, Microsoft Excel, Forecasting, Pricing, Team Building, Training
Education
NW Regional Training Center 2010 — 2010
Certification, Certified Nursing Assistant
Clark College
Clark College
Culinary Arts Certificate
Andrea Greenwell Andrea Greenwell's Apprisen Financial Advocates Experience August 2005 - February 2011
Job Referral Specialist at Mount Carmel Health System
Industry Hospital & Health Care
Experience
Mount Carmel Health System June 2014 - Present
Mount Carmel Health System July 2013 - June 2014
Central Ohio Primary Care Physicians March 2012 - July 2013
Apprisen Financial Advocates August 2005 - February 2011
Skills
eClinical Works, Access, PowerPoint, Microsoft Word, Excels, Medical Terminology, Medical Ethics, HIPAA, Insurance, Demographics, Microsoft Office Xp, Customer Service, Management, Budgets, Credit, Process Improvement, Microsoft Excel, Project Management, Windows, Microsoft Office, Marketing, Database Administration, Photoshop, Medical Records, EHR, Healthcare, Anatomy, Data Entry, Outlook, Software Documentation
Education
Columbus State 2012 — 2015
Associates in Applied Science, Health Information/Medical Records Technology/Technician
Columbus State Community College 2012 — 2015
Associates in Applied Science, Health Information/Medical Records Technology/Technician
Mount Carmel Health System June 2014 - Present
Mount Carmel Health System July 2013 - June 2014
Central Ohio Primary Care Physicians March 2012 - July 2013
Apprisen Financial Advocates August 2005 - February 2011
Skills
eClinical Works, Access, PowerPoint, Microsoft Word, Excels, Medical Terminology, Medical Ethics, HIPAA, Insurance, Demographics, Microsoft Office Xp, Customer Service, Management, Budgets, Credit, Process Improvement, Microsoft Excel, Project Management, Windows, Microsoft Office, Marketing, Database Administration, Photoshop, Medical Records, EHR, Healthcare, Anatomy, Data Entry, Outlook, Software Documentation
Education
Columbus State 2012 — 2015
Associates in Applied Science, Health Information/Medical Records Technology/Technician
Columbus State Community College 2012 — 2015
Associates in Applied Science, Health Information/Medical Records Technology/Technician
Alison Osborn Alison Osborn's Apprisen Financial Advocates Experience March 1999 - July 2010
Job Manager
Industry Financial Services
Experience
Apprisen Financial Advocates March 1999 - July 2010
Skills
Call Centers, Credit, Training, Management, Sales
Education
The Ohio State University 1993 — 1998
BA, Psychology
Apprisen Financial Advocates March 1999 - July 2010
Skills
Call Centers, Credit, Training, Management, Sales
Education
The Ohio State University 1993 — 1998
BA, Psychology
Ryan Chatterton's Apprisen Financial Advocates Experience December 2009 - Present
Job Financial Counselor at Apprisen Financial Advocates
Industry Financial Services
Experience
Apprisen Financial Advocates December 2009 - Present
Education
Indiana University-Purdue University at Indianapolis 2004 — 2009
Bachelors, Continuing Studies
Apprisen Financial Advocates December 2009 - Present
Education
Indiana University-Purdue University at Indianapolis 2004 — 2009
Bachelors, Continuing Studies
Mark Widman Mark Widman's Apprisen Financial Advocates Experience November 2005 - February 2015
Job Personal Banker at Huntington Bank
Industry Financial Services
Experience
Huntington National Bank May 2015 - Present
Apprisen Financial Advocates November 2005 - February 2015
Wells Fargo Home Mortgage 2003 - 2005
United Midwest Savings Bank 2002 - 2003
Regal Cinemas Corporation 1990 - 2002
Skills
Certified Housing..., Customer Service, Budgets, Public Speaking, Project Management, Marketing, Loans, Leadership, Strategic Planning, Training, Team Building, Sales, Coaching, Community Outreach, Nonprofits, Microsoft Office, Management, Mortgage Lending, Credit
Education
Tiffin University
Bachelor of Business Administration (B.B.A.), Business Management and Data Processing
Huntington National Bank May 2015 - Present
Apprisen Financial Advocates November 2005 - February 2015
Wells Fargo Home Mortgage 2003 - 2005
United Midwest Savings Bank 2002 - 2003
Regal Cinemas Corporation 1990 - 2002
Skills
Certified Housing..., Customer Service, Budgets, Public Speaking, Project Management, Marketing, Loans, Leadership, Strategic Planning, Training, Team Building, Sales, Coaching, Community Outreach, Nonprofits, Microsoft Office, Management, Mortgage Lending, Credit
Education
Tiffin University
Bachelor of Business Administration (B.B.A.), Business Management and Data Processing
Michelle Cass Michelle Cass's Apprisen Financial Advocates Experience April 2008 - August 2011
Job Associate Attorney at O'Connor Family Law
Industry Legal Services
Experience
O'Connor Family Law October 2014 - Present
Federal District Court, Northern District of Illinois January 2013 - April 2013
The Legal Aid Society of Metropolitan Family Services June 2012 - November 2012
Apprisen Financial Advocates April 2008 - August 2011
Skills
Public Speaking, Microsoft Office, Outlook, Word, PowerPoint, Legal Writing, Negotiation, Microsoft Word, Budgets, Legal Research, Westlaw, Civil Litigation, Courts
Education
DePaul University College of Law 2011 — 2014
Juris Doctor (J.D.), Law, Cum Laude
Capital University 2003 — 2007
Bachelor of Arts, Double Major: Public Administration & Political Science
O'Connor Family Law October 2014 - Present
Federal District Court, Northern District of Illinois January 2013 - April 2013
The Legal Aid Society of Metropolitan Family Services June 2012 - November 2012
Apprisen Financial Advocates April 2008 - August 2011
Skills
Public Speaking, Microsoft Office, Outlook, Word, PowerPoint, Legal Writing, Negotiation, Microsoft Word, Budgets, Legal Research, Westlaw, Civil Litigation, Courts
Education
DePaul University College of Law 2011 — 2014
Juris Doctor (J.D.), Law, Cum Laude
Capital University 2003 — 2007
Bachelor of Arts, Double Major: Public Administration & Political Science
Diego Rivera's Apprisen Financial Advocates Experience April 2010 - August 2010
Job Adjunct Professor, Consultant and PhD Candidate
Industry Public Policy
Experience
American University August 2014 - Present
American University July 2014 - Present
The World Bank April 2014 - Present
American University August 2010 - May 2014
Apprisen Financial Advocates April 2010 - August 2010
University of Miami February 2010 - May 2010
Andrew Young School Of Policy Studies May 2009 - July 2009
Comando Sebastián Piñera May 2005 - December 2005
Skills
Public Policy, Political Economy, Economics, Politics, Economic Development, Macroeconomics, Econometrics, Economic Research, Spanish, Governance, Public Economics, Political Science, Policy, Economic Policy, Comparative Politics, Statistics, Stata, ArcGIS, LaTeX, Comparative Economic..., Eviews, Policy Analysis, Microeconomics, Research, Qualitative Research, EViews
Education
American University 2010 — 2015
Ph.D., Economics
American University 2010 — 2012
Master's degree, Economics
Georgia State University 2008 — 2009
B.Sc., Economics, Minor in Public Policy
Universidad Adolfo Ibáñez 2003 — 2007
Comercial Engineering
Universidad Diego Portales 2002 — 2002
Law
ISC - International School of Curitiba 2000 — 2002
American High School Diploma, High School
San Ignacio El Bosque 2000 — 2001
HS
American University August 2014 - Present
American University July 2014 - Present
The World Bank April 2014 - Present
American University August 2010 - May 2014
Apprisen Financial Advocates April 2010 - August 2010
University of Miami February 2010 - May 2010
Andrew Young School Of Policy Studies May 2009 - July 2009
Comando Sebastián Piñera May 2005 - December 2005
Skills
Public Policy, Political Economy, Economics, Politics, Economic Development, Macroeconomics, Econometrics, Economic Research, Spanish, Governance, Public Economics, Political Science, Policy, Economic Policy, Comparative Politics, Statistics, Stata, ArcGIS, LaTeX, Comparative Economic..., Eviews, Policy Analysis, Microeconomics, Research, Qualitative Research, EViews
Education
American University 2010 — 2015
Ph.D., Economics
American University 2010 — 2012
Master's degree, Economics
Georgia State University 2008 — 2009
B.Sc., Economics, Minor in Public Policy
Universidad Adolfo Ibáñez 2003 — 2007
Comercial Engineering
Universidad Diego Portales 2002 — 2002
Law
ISC - International School of Curitiba 2000 — 2002
American High School Diploma, High School
San Ignacio El Bosque 2000 — 2001
HS
Joshua Dickson's Apprisen Financial Advocates Experience April 2005 - September 2007
Job Workforce Analyst at McGrawHill Education
Industry E-Learning
Experience
McGraw-Hill Education June 2014 - Present
JPMorgan Chase November 2013 - June 2014
Army National Guard April 2010 - January 2014
JPMorgan Chase October 2011 - November 2013
JPMorgan Chase August 2009 - September 2011
maurices September 2007 - August 2009
Apprisen Financial Advocates April 2005 - September 2007
Gap Inc./Old Navy August 2004 - February 2006
Skills
Analytic Reporting, Statistical Data..., Project Management, Operations Management, Workforce Management, Software Development, Process Improvement, Continuous Improvement, User Experience Design, Culture Change, Staff Retention, Capacity Planning, Vendor Management, Knowledge Management, Policy Writing, SDLC, Agile Methodologies, Requirements Gathering, Script-writing, User Acceptance Testing, Regression Testing, Production Support, Financial Analysis, Data Integrity, Customer Service, Customer Retention, Merced Performance Suite, Supervisory Experience, Sales Operations, Team Building, Inventory Management, Visual Merchandising, Banking, Mortgage Banking, Quality Assurance, Microsoft Office, CMS, Avaya, Impact 360, IEX Total View, ESP, eWFM, NICE Call Recording
Education
Franklin University 2014 — 2016
Bachelor of Science (BS), Computer Software and Media Applications
Columbus State 2005 — 2008
Human Resources Management and Services
Ohio University 2004 — 2005
General Studies
McGraw-Hill Education June 2014 - Present
JPMorgan Chase November 2013 - June 2014
Army National Guard April 2010 - January 2014
JPMorgan Chase October 2011 - November 2013
JPMorgan Chase August 2009 - September 2011
maurices September 2007 - August 2009
Apprisen Financial Advocates April 2005 - September 2007
Gap Inc./Old Navy August 2004 - February 2006
Skills
Analytic Reporting, Statistical Data..., Project Management, Operations Management, Workforce Management, Software Development, Process Improvement, Continuous Improvement, User Experience Design, Culture Change, Staff Retention, Capacity Planning, Vendor Management, Knowledge Management, Policy Writing, SDLC, Agile Methodologies, Requirements Gathering, Script-writing, User Acceptance Testing, Regression Testing, Production Support, Financial Analysis, Data Integrity, Customer Service, Customer Retention, Merced Performance Suite, Supervisory Experience, Sales Operations, Team Building, Inventory Management, Visual Merchandising, Banking, Mortgage Banking, Quality Assurance, Microsoft Office, CMS, Avaya, Impact 360, IEX Total View, ESP, eWFM, NICE Call Recording
Education
Franklin University 2014 — 2016
Bachelor of Science (BS), Computer Software and Media Applications
Columbus State 2005 — 2008
Human Resources Management and Services
Ohio University 2004 — 2005
General Studies
Kathryn Perron's Apprisen Financial Advocates Experience January 2011 - Present
Job Director of Program Development at Apprisen Financial Advocates
Industry Nonprofit Organization Management
Experience
Apprisen Financial Advocates January 2011 - Present
Momentive CCCS June 2004 - June 2011
CCCS of Northern Indiana April 1988 - May 2004
CCCS of Northern Indiana 1988 - 2004
Education
Indiana University South Bend
Apprisen Financial Advocates January 2011 - Present
Momentive CCCS June 2004 - June 2011
CCCS of Northern Indiana April 1988 - May 2004
CCCS of Northern Indiana 1988 - 2004
Education
Indiana University South Bend
Jared Cherup's Apprisen Financial Advocates Experience June 2008 - April 2012
Job Service Desk Team Leader at Commercial Vehicle Group
Industry Information Technology and Services
Experience
Commercial Vehicle Group August 2014 - Present
Commercial Vehicle Group October 2013 - August 2014
White Castle November 2012 - October 2013
Apprisen Financial Advocates June 2008 - April 2012
Apprisen Financial Advocates October 2006 - June 2008
Apprisen Financial Advocates March 2006 - October 2006
Skills
Photoshop, Web Design, Illustrator, Dreamweaver, Help Desk Support, Windows 7, System Administration, Software Documentation, Troubleshooting, Project Management, Photography, Graphic Design, Technical Support, Hardware, Customer Service
Education
Miami University 2003 — 2005
Philosophy
The Ohio State University 2001 — 2003
Electrical Computer Engineering
Commercial Vehicle Group August 2014 - Present
Commercial Vehicle Group October 2013 - August 2014
White Castle November 2012 - October 2013
Apprisen Financial Advocates June 2008 - April 2012
Apprisen Financial Advocates October 2006 - June 2008
Apprisen Financial Advocates March 2006 - October 2006
Skills
Photoshop, Web Design, Illustrator, Dreamweaver, Help Desk Support, Windows 7, System Administration, Software Documentation, Troubleshooting, Project Management, Photography, Graphic Design, Technical Support, Hardware, Customer Service
Education
Miami University 2003 — 2005
Philosophy
The Ohio State University 2001 — 2003
Electrical Computer Engineering
Brian Lichty's Apprisen Financial Advocates Experience July 2009 - March 2011
Job Senior Product Specialist at OEConnection (OEC)
Industry Financial Services
Experience
OEConnection (OEC) April 2015 - Present
OEConnection April 2013 - April 2015
OEConnection March 2011 - April 2013
Apprisen Financial Advocates July 2009 - March 2011
Aerotek Professional Services October 2008 - 2009
American General Finance May 2007 - October 2008
Skills
Training, Nonprofits, Account Management, Customer Service, Product Development, Process Improvement, Leadership, Marketing, Product Management, Cold Calling, Team Building, New Business Development, Sales, Management
Education
Ashland University 2012 — 2016
Master of Business Administration (M.B.A.), Project Management Focus
Heidelberg University 2004 — 2008
Bachelors, Business Administration, Finance
OEConnection (OEC) April 2015 - Present
OEConnection April 2013 - April 2015
OEConnection March 2011 - April 2013
Apprisen Financial Advocates July 2009 - March 2011
Aerotek Professional Services October 2008 - 2009
American General Finance May 2007 - October 2008
Skills
Training, Nonprofits, Account Management, Customer Service, Product Development, Process Improvement, Leadership, Marketing, Product Management, Cold Calling, Team Building, New Business Development, Sales, Management
Education
Ashland University 2012 — 2016
Master of Business Administration (M.B.A.), Project Management Focus
Heidelberg University 2004 — 2008
Bachelors, Business Administration, Finance
Randall Housholder's Apprisen Financial Advocates Experience June 2009 - June 2011
Job Vice President; Credit Products Team Leader
Industry Banking
Experience
Bank of America August 2015 - Present
Bank of America May 2014 - August 2015
Bank of America October 2013 - April 2014
Bank of America October 2011 - September 2013
Bank of America June 2011 - September 2011
Apprisen Financial Advocates June 2009 - June 2011
Northwestern Mutual June 2008 - December 2008
Education
Ohio University 2004 — 2008
Bachelor of Business Administration, Finance/Management and Strategic Leadership
Bank of America August 2015 - Present
Bank of America May 2014 - August 2015
Bank of America October 2013 - April 2014
Bank of America October 2011 - September 2013
Bank of America June 2011 - September 2011
Apprisen Financial Advocates June 2009 - June 2011
Northwestern Mutual June 2008 - December 2008
Education
Ohio University 2004 — 2008
Bachelor of Business Administration, Finance/Management and Strategic Leadership
Daniel Walston's Apprisen Financial Advocates Experience November 2011 - April 2012
Job Sales Representative at Piles Chevrolet, Buick, Inc.
Industry Marketing and Advertising
Experience
Piles Chevrolet, Buick, Inc. April 2012 - Present
Apprisen Financial Advocates November 2011 - April 2012
Fastsigns August 2010 - April 2011
American General Auto Finance May 1996 - June 2009
American General May 1996 - June 2009
Signal Motors July 1993 - May 1996
Glenway Chevrolet November 1989 - July 1993
Rock 104 1980 - 1984
Skills
Strategic Planning, Business Development, Sales, CRM, Customer Service, Automotive, Social Media, Finance, Dealers, Public Speaking, Credit Analysis, Microsoft Excel, Sales Management, Loans, Small Business, Credit, Accounting, Training, Account Management, Process Improvement
Education
Indiana University Bloomington 1974 — 1978
B.A., Telecommunications & Psychology
Piles Chevrolet, Buick, Inc. April 2012 - Present
Apprisen Financial Advocates November 2011 - April 2012
Fastsigns August 2010 - April 2011
American General Auto Finance May 1996 - June 2009
American General May 1996 - June 2009
Signal Motors July 1993 - May 1996
Glenway Chevrolet November 1989 - July 1993
Rock 104 1980 - 1984
Skills
Strategic Planning, Business Development, Sales, CRM, Customer Service, Automotive, Social Media, Finance, Dealers, Public Speaking, Credit Analysis, Microsoft Excel, Sales Management, Loans, Small Business, Credit, Accounting, Training, Account Management, Process Improvement
Education
Indiana University Bloomington 1974 — 1978
B.A., Telecommunications & Psychology
Andrea Misiano's Apprisen Financial Advocates Experience 2004 - March 2010
Job Financial Counselor
Industry Financial Services
Experience
Urban League of Metropolitan Seattle April 2010 - Present
Apprisen Financial Advocates 2004 - March 2010
ClearPoint Credit Counseling Solutions 2003 - 2004
Citibank 2001 - 2002
Transamerica 2000 - 2002
CitiFinancial 2000 - 2001
MBNA September 1998 - April 1999
MBNA April 1998 - August 1998
MBNA February 1997 - March 1998
MBNA June 1995 - January 1997
Education
Juniata College 1991 — 1995
B.A., Communications
Urban League of Metropolitan Seattle April 2010 - Present
Apprisen Financial Advocates 2004 - March 2010
ClearPoint Credit Counseling Solutions 2003 - 2004
Citibank 2001 - 2002
Transamerica 2000 - 2002
CitiFinancial 2000 - 2001
MBNA September 1998 - April 1999
MBNA April 1998 - August 1998
MBNA February 1997 - March 1998
MBNA June 1995 - January 1997
Education
Juniata College 1991 — 1995
B.A., Communications
Rebecca Hartman's Apprisen Financial Advocates Experience April 2009 - Present
Job Creditor Support Supervisor at Apprisen Financial Advocates
Industry Financial Services
Experience
Apprisen Financial Advocates April 2009 - Present
Apprisen Financial Advocates February 2007 - April 2009
Petland Retail Stores January 2003 - June 2004
Education
Ohio Christian University 2007 — 2011
Bachelors, Business Management
Ohio University-Lancaster 2003 — 2004
N/A, Pre-Veterinary Medicine
Apprisen Financial Advocates April 2009 - Present
Apprisen Financial Advocates February 2007 - April 2009
Petland Retail Stores January 2003 - June 2004
Education
Ohio Christian University 2007 — 2011
Bachelors, Business Management
Ohio University-Lancaster 2003 — 2004
N/A, Pre-Veterinary Medicine
Jim Zeier's Apprisen Financial Advocates Experience 1991 - 2011
Job CPA at James H. Zeier, CPA
Industry Accounting
Experience
James H. Zeier, CPA 1991 - Present
Apprisen Financial Advocates 1991 - 2011
Skills
Specialize in small..., Accounts Receivable, FASB, Process Improvement, GAAP, Access, Credit, US GAAP, Financial Analysis, Microsoft Word, CPA, Strategic Planning, SEC Financial Reporting, Accounting, Microsoft Excel, Tax Research
Education
Capital University
Masters of Taxation
Franklin University
BSBA, Accounting
James H. Zeier, CPA 1991 - Present
Apprisen Financial Advocates 1991 - 2011
Skills
Specialize in small..., Accounts Receivable, FASB, Process Improvement, GAAP, Access, Credit, US GAAP, Financial Analysis, Microsoft Word, CPA, Strategic Planning, SEC Financial Reporting, Accounting, Microsoft Excel, Tax Research
Education
Capital University
Masters of Taxation
Franklin University
BSBA, Accounting
Miranda Wears's Apprisen Financial Advocates Experience February 2008 - June 2010
Job Personnel Consultant/ General Employment
Industry Staffing and Recruiting
Experience
General Employment June 2011 - Present
Western & Southern Financial Group June 2010 - June 2011
Apprisen Financial Advocates February 2008 - June 2010
Mount Carmel Health System June 2006 - February 2008
Education
Hocking College 2007 — 2009
Nursing
Columbus State Community College 2006 — 2007
Nursing
Capital University 2005 — 2006
Nursing
General Employment June 2011 - Present
Western & Southern Financial Group June 2010 - June 2011
Apprisen Financial Advocates February 2008 - June 2010
Mount Carmel Health System June 2006 - February 2008
Education
Hocking College 2007 — 2009
Nursing
Columbus State Community College 2006 — 2007
Nursing
Capital University 2005 — 2006
Nursing
Sandhiya Mailai, CSM, CSPO's Apprisen Financial Advocates Experience March 2011 - August 2011
Job Lead Business Analyst and Product Manager
Industry Information Technology and Services
Experience
FirstCare Health Plans February 2015 - Present
National Financial Partners September 2013 - March 2014
Nationwide Insurance March 2012 - September 2013
McGraw-Hill Higher Education September 2011 - March 2012
Quick Solutions March 2011 - September 2011
Apprisen Financial Advocates March 2011 - August 2011
UnitedHealthcare December 2007 - November 2010
Aetna May 2006 - December 2007
Skills
Requirements Gathering, Business Requirements, Requirements Analysis, SDLC, Visio, Agile Methodologies, Business Process Design, Business Analysis, Use Case Analysis, Requirements Management, Process Improvement, Integration, Software Documentation, Test Planning, Functional..., Business Process..., Analysis, System Requirements, Waterfall, Business Process, Requirements..., Gap Analysis, Requirement..., SQL, Data Warehousing, UML, Test Cases, Documentation, Use Case, Functional Requirements, Software Requirements, JAD, Survey Research, Wireframes, User Stories, Documentations, Employee Surveys, Elicitation, Gamification, Surveying, Gherkin, Rational Team Concert, Rational Requirements..., Feedback, Project Estimation, Dedication to..., DMAIC, Team Facilitation, Virtual Facilitation, Data Mapping
Education
Anna University
Bachelors in Engineering, Electrical and Electronics Engineering
Vallaki School of Music
Music
FirstCare Health Plans February 2015 - Present
National Financial Partners September 2013 - March 2014
Nationwide Insurance March 2012 - September 2013
McGraw-Hill Higher Education September 2011 - March 2012
Quick Solutions March 2011 - September 2011
Apprisen Financial Advocates March 2011 - August 2011
UnitedHealthcare December 2007 - November 2010
Aetna May 2006 - December 2007
Skills
Requirements Gathering, Business Requirements, Requirements Analysis, SDLC, Visio, Agile Methodologies, Business Process Design, Business Analysis, Use Case Analysis, Requirements Management, Process Improvement, Integration, Software Documentation, Test Planning, Functional..., Business Process..., Analysis, System Requirements, Waterfall, Business Process, Requirements..., Gap Analysis, Requirement..., SQL, Data Warehousing, UML, Test Cases, Documentation, Use Case, Functional Requirements, Software Requirements, JAD, Survey Research, Wireframes, User Stories, Documentations, Employee Surveys, Elicitation, Gamification, Surveying, Gherkin, Rational Team Concert, Rational Requirements..., Feedback, Project Estimation, Dedication to..., DMAIC, Team Facilitation, Virtual Facilitation, Data Mapping
Education
Anna University
Bachelors in Engineering, Electrical and Electronics Engineering
Vallaki School of Music
Music
Cherie Atwell's Apprisen Financial Advocates Experience August 2006 - February 2011
Job Financial Services Professional
Industry Financial Services
Experience
Apprisen Financial Advocates August 2006 - February 2011
Sprint Nextel June 2004 - February 2006
Dick's Sporting Goods February 2001 - January 2006
Education
Clarion University of Pennsylvania 1994 — 1998
BS, Communications
Apprisen Financial Advocates August 2006 - February 2011
Sprint Nextel June 2004 - February 2006
Dick's Sporting Goods February 2001 - January 2006
Education
Clarion University of Pennsylvania 1994 — 1998
BS, Communications
Deborah Hartshorn's Apprisen Financial Advocates Experience October 2008 - Present
Job Activation Specialist at Apprisen Financial Advocates
Industry Financial Services
Experience
Apprisen Financial Advocates October 2008 - Present
Skills
Credit, Customer Service
Education
Ohio Dominican University
Bachelor's degree, Criminal Justice
Apprisen Financial Advocates October 2008 - Present
Skills
Credit, Customer Service
Education
Ohio Dominican University
Bachelor's degree, Criminal Justice
Kathy Perron's Apprisen Financial Advocates Experience January 2011 - June 2013
Job Director of Housing at Apprisen Financial Advocates
Industry Financial Services
Experience
The Perron Group June 2013 - Present
Council on Accreditation 2004 - Present
Apprisen Financial Advocates January 2011 - June 2013
Momentive Consumer Credit Counseling Service June 2004 - January 2011
Consumer Credit Counseling Service of Northern Indiana April 1989 - May 2004
Skills
Non-profits, Public Speaking, Public Policy, Grant Writing, Community Outreach, Strategic Planning, Customer Service, Fundraising, Program Development, Grants, Leadership, Nonprofits, Training, Community Development, Leadership Development, Budgets, Management, Event Planning, Team Building, Staff Development, Policy, Organizational..., Public Relations, Volunteer Management, Philanthropy, Program Management
Education
Indiana University South Bend
Business
Marian University
The Perron Group June 2013 - Present
Council on Accreditation 2004 - Present
Apprisen Financial Advocates January 2011 - June 2013
Momentive Consumer Credit Counseling Service June 2004 - January 2011
Consumer Credit Counseling Service of Northern Indiana April 1989 - May 2004
Skills
Non-profits, Public Speaking, Public Policy, Grant Writing, Community Outreach, Strategic Planning, Customer Service, Fundraising, Program Development, Grants, Leadership, Nonprofits, Training, Community Development, Leadership Development, Budgets, Management, Event Planning, Team Building, Staff Development, Policy, Organizational..., Public Relations, Volunteer Management, Philanthropy, Program Management
Education
Indiana University South Bend
Business
Marian University
Kathryn Perron's Apprisen Financial Advocates Experience January 2011 - Present
Job Director of Housing Programs at Apprisen
Industry Financial Services
Experience
Apprisen May 2012 - Present
Apprisen Financial Advocates January 2011 - Present
Momentive CCCS October 2008 - January 2011
Skills
Grant Writing, Non-profits, Public Speaking, Project Management, Fundraising, Team Building, Community Outreach, Credit, New Business Development, Grants, Customer Service, Training, Strategic Planning, Public Policy, Board Development, Budgets, Community Development, Program Evaluation, Management, Strategic Leadership
Education
Indiana University South Bend
Business
Marion University
Business Administration and Management, General
Northridge High School
Apprisen May 2012 - Present
Apprisen Financial Advocates January 2011 - Present
Momentive CCCS October 2008 - January 2011
Skills
Grant Writing, Non-profits, Public Speaking, Project Management, Fundraising, Team Building, Community Outreach, Credit, New Business Development, Grants, Customer Service, Training, Strategic Planning, Public Policy, Board Development, Budgets, Community Development, Program Evaluation, Management, Strategic Leadership
Education
Indiana University South Bend
Business
Marion University
Business Administration and Management, General
Northridge High School