Asset Strategies Group
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Asset Strategies Group Employees
Gap Inc. January 2009 - Present
Asset Strategies Group October 2002 - December 2008
Limited Brands December 1998 - May 2002
Enron Energy Services November 1996 - November 1998
Enron Energy Services July 1995 - November 1996
Enron Energy Services September 1993 - June 1995
Abbey Pharmaceutical Services, Inc. July 1991 - July 1993
Skills
Member of AICPA, Auditing, Invoicing, Accounting, Lease Audit, Capital Budgeting, Financial Analysis, Forecasting, Real Estate, Leases, Landlord Tenant Disputes, Retail, Project Management, Finance
Education
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Science, Accounting
High school
Asset Strategies Group April 2013 - Present
Chase May 2010 - April 2013
Foot Locker June 2005 - May 2010
Foot Locker May 2001 - June 2005
Zale March 1996 - May 2001
Skills
Process Improvement, Sales Tax, Corporate Tax, International Tax, Canadian Tax, Financial Analysis, Risk Management, Risk Assessment, Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Strategy, Thinking Outside The Box, Auditing, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Internal Controls, Internal Audit, Account Reconciliation, General Ledger, Business Process, Financial Audits, Analysis, PeopleSoft, Tax, External Audit, Forecasting, Management
Education
Mount St. Mary's University 2007 — 2010
Master of Business Administration (M.B.A.)
Kutztown University of Pennsylvania 1991 — 1995
Bachelor's degree, Finance, General
Northampton high School
PRJ Insurance Marketing Inc. October 2013 - Present
Vacaville Rugby Club October 2012 - June 2014
Vacaville Public Education Foundation January 2012 - December 2013
Asset Strategies Group November 2008 - October 2013
MassMutual Financial Group November 2008 - October 2013
Vacaville Rugby Club June 2011 - October 2012
Vacaville Public Education Foundation February 2011 - December 2011
Active 20-30 of Vaca Valley #295 April 2010 - June 2011
MG Painting June 2002 - September 2008
Skills
Life Insurance, Retirement, Insurance, Disability Insurance, Employee Benefits, Strategic Financial..., Small Business, Long Term Care Insurance, Long-term Care, ERISA, Buy-sell Agreements, Fixed Annuities, Investments, Whole Life, Brokers, Term Life Insurance, Leadership, Retirement Planning, Finance, Financial Advisory, Series 6, Series 7, Underwriting, Executive Pay, Business, IRAs, Securities, Financial Services, 401k, Wealth, Financial Planners, Pensions, Wealth Management, Variable Annuities, Series 63, Critical Illness, Universal Life, Estate Planning, Mutual Funds, Personal Finance, Health Insurance, Investment Advisory, Wealth Accumulation, Roth IRA, Investment Strategies, Asset Allocation, 401k Rollovers, Retirement Services, Executive Benefits, Business Continuation
Education
The American College 2011 — 2015
CLU, Insurance
University of California, Davis 2006 — 2008
BA, Economics, Psychology minor
Bluefish Financials January 2011 - Present
Asset Strategies Group May 2008 - February 2011
Intel November 1999 - 2006
Ericsson 1996 - 1996
Skills
Microsoft Office, Project Management, Testing, Program Management, Business Development, Process Improvement, Insurance, Budgets, Marketing, Customer Service, Financial Modeling, Strategic Planning, Retirement, Employee Benefits, Finance
Education
The University of Texas at Austin 1997 — 1999
MS, Electrical Engineering
Southern Illinois University, Carbondale 1992 — 1995
BS, Electrical Engineering
University of Wisconsin-Madison 1991 — 1992
BS, Electrical Engineering
L Brands July 2015 - Present
WD Partners June 2014 - July 2015
Shremshock: Architects & Engineers December 2011 - June 2014
Limited Brands June 2011 - November 2011
Asset Strategies Group September 2010 - May 2011
Limited Brands March 2010 - August 2010
Columbus College of Art & Design February 2008 - May 2010
Wild Water Kingdom - Geauga Lake June 2009 - August 2009
Warner Cable November 2008 - November 2008
FedEx September 2008 - October 2008
Skills
Microsoft Suite, Adobe Creative Suite, AutoCAD (2008 & 2011), Google SketchUp, Autodesk Revit..., Autodesk 3ds Max Design, V-Ray, Form Z, Revit, AutoCAD, 3D Studio Max, Sketching, Hand Rendering, Space Planning, 3D rendering, Interior Design, Photoshop, InDesign, Space-planning, SketchUp, Architectural Drawings, Space planning, Concept Design, CAD, Rendering, Design Research, Drawing
Education
Columbus College of Art & Design 2007 — 2011
Bachelor of Fine Arts, Interior Design
Unity Church of the Hills February 2013 - Present
Asset Strategies Group December 2011 - Present
The GoodLife Team March 2005 - September 2011
Trinity Focus Consulting 2011 - 2011
OnePoint Relocation and Referral Services March 2004 - March 2005
Keller Williams Real Estate November 2003 - March 2004
Keller Williams Real Estate January 2001 - November 2003
CSC February 1998 - December 2000
Skills
Administrative..., Blogging, Photoshop, Marketing, Microsoft Office, Event Management, InDesign, Editing, Customer Service, Management, Research
Education
The University of Texas at Austin 1992 — 1995
Bachelor's degree, Business Administration and Management, General
The University of Texas at Austin - The Red McCombs School of Business 1992 — 1995
Bachelor of Arts Business Management, Business
Valley Crest Companies September 2010 - Present
EuroSunday July 2009 - Present
Asset Strategies Group March 2009 - September 2010
AECOM 2006 - 2008
Bitterroot Restoration Inc. 2005 - 2007
Hydrosprout Inc. 2003 - 2005
Skills
Business Development, Project Planning, Sales, Sustainability, Strategic Planning, Environmental Awareness, New Business Development, Contract Negotiation, Budgets, Landscape Design, Customer Service, Contract Management
Education
Arizona State University 1990 — 1994
BA, Environmental Geography
Schottensteins Property Group February 2015 - Present
Bob Evans September 2013 - February 2015
Bob Evans May 2011 - February 2015
Asset Strategies Group 2010 - May 2011
Wendy's Arby's Group August 2008 - July 2009
Wendys International 2006 - 2008
Wendys International 2003 - 2006
Wendys International 1996 - 2003
Wendys International 1994 - 1996
Wendys International 1990 - 1994
Skills
Accounts Payable, Leadership, Software Documentation, Accounting, Budgets, Financial Statements, Lease Administration, Lease Audit, Fixed Asset Management, Fixed Asset Depreciation, PeopleSoft, Auditing, Fixed Assets, Journal Entries, Process Scheduler, Account Reconciliation, Training
Education
Ohio Dominican University 2005 — 2009
BS, Business Administration
Ohio Dominican University 2005 — 2009
Bachelor, Business Administration
Columbus State Community College
Accounting
General Atlantic September 2013 - Present
General Atlantic September 2011 - September 2013
Greenhill & Co. June 2009 - June 2011
Lehman Brothers May 2008 - July 2008
Asset Strategies Group January 2006 - March 2008
Skills
Private Equity
Education
The University of Texas at Austin 2005 — 2009
BBA, BHP/Finance
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
BBA, Business Honors/Finance, Accounting Minor
EXPRESS May 2011 - Present
Asset Strategies Group November 2010 - May 2011
GSW Worldwide April 2009 - November 2010
Limited Brands January 2008 - October 2008
Skills
Sketching, InDesign, Space-planning, Space planning, Interior Design
Education
Columbus College of Art & Design 2004 — 2008
BFA, Interior Design
Asset Strategies Group, LLC January 2014 - Present
Asset Strategies Group February 2013 - January 2014
Metamorphosis, Inc May 2007 - January 2013
Foot Locker June 2003 - May 2007
Payless ShoeSource June 1999 - June 2003
Symbios Logic 1991 - 1999
Skills
Financial System..., Computer Science, Community Outreach, Fundraising, ADP Payroll, Accounting, Leases, Lease Administration, Management, Lease Audit, Process Improvement, Financial Analysis, Auditing, Real Estate, Analysis, Software Implementation, Project Management, Retail, Forecasting, Budgets, Financial Services, Strategic Planning, Leadership, Contract Negotiation, Payroll, Team Building
Education
University of Kansas 1987 — 1991
Bachelor of Science (BS), Accounting and Computer Science
Big Lots October 2012 - April 2013
Skilken Properties December 2008 - March 2012
Asset Strategies Group September 2007 - August 2008
2007 to 2008Asset Strategies Group August 2007 - August 2008
Payless ShoeSource May 2003 - July 2007
Citicorp July 1994 - May 2003
Skills
Real Estate, Leases, Lease Administration, Lease Audit, Landlord, Tenant
Education
University of Kansas School of Law 1989 — 1992
JD, Law
The University of Kansas 1985 — 1989
BS, Business Administration
Asset Strategies Group August 2008 - Present
FC42 January 2012 - Present
Towson University August 2007 - May 2008
Elevation Group of Companies May 2006 - August 2006
Skills
Media Relations, Event Management, Sports, Customer Service, Microsoft Office, Budgets, Microsoft Excel, Accounting, PowerPoint, Microsoft Word, Leadership, Retail, Marketing, Event Planning, Merchandising, Time Management
Education
Gardner-Webb University 2003 — 2007
Bachelor of Science, Sports Management, Communications
R&R Partners May 2015 - Present
R&R Partners October 2013 - April 2015
Macomb Community College June 2012 - October 2013
MORPACE International January 2011 - March 2013
The Taubman Company December 2008 - August 2010
Asset Strategies Group October 2007 - June 2008
The Ohio State University June 2006 - January 2008
The Ohio State University September 2006 - November 2006
The Ohio State University June 2004 - September 2005
Skills
Quantitative Research, Qualitative Research, SPSS, Data Analysis, Survey Design, Statistics, Research, Market Research, Marketing Research, Report Writing, Policy Analysis, Questionnaire Design, Higher Education, Teaching, GIS, Course Creation, Microsoft Word, Microsoft Excel, InDesign, PowerPoint, Lecturing, Project Management, Field Work, Human Geography, Cultural Geography, Economic Geography, Urban Geography, Urban Planning, Geography, Databases, Sustainable Tourism, Data Collection
Education
The Ohio State University 2006 — 2008
Master's degree, Geography
The Ohio State University 2002 — 2006
Bachelor's degree, Geography, City and Regional Planning
Wendys International August 2012 - Present
Asset Strategies Group July 2008 - July 2012
Limited Brands June 2006 - June 2008
Wendy's International, Inc. 2004 - 2006
Big Lots February 2002 - December 2004
Skills
Real Estate, Retail, Finance, Leases, Portfolio Management, Budgets, Lease Administration, Contract Negotiation, Customer Service, Outlook, Microsoft Excel, Negotiation
Education
Ohio Dominican University 2004 — 2006
Masters, Business Administration
Franklin University 2001 — 2003
Bachelors, Human Resources
Columbus State Community College 1998 — 2000
Associates, Legal Assisting
Barnes & Noble 1999 - Present
AIG 1998 - 1999
Wodbridge Sterling capital 1996 - 1998
Asset Strategies Group 1994 - 1996
Jetta International Inc 1992 - 1994
Skills
SAP CRM, SAP SD, ABAP
Education
City University of New York City College 1991 — 1992
Master's Degree, Computer Science, Graduate Citation
Shanghai Second Polytechnic University 1978 — 1982
Bachelor's Degree, Computer Science
Computer Related Certifications
Asset Strategies Group February 2008 - December 2012
L Brands March 2006 - January 2008
L Brands January 2002 - February 2005
Skills
Budgets, Financial Analysis, Accounting, Contract Negotiation, Asset Managment, Real Estate, Leases, Property Management, Forecasting, Lease Administration, Asset Management, Microsoft Excel, Tenant, Retail, Process Improvement, General Ledger, Analysis, Financial Reporting, Auditing, Sarbanes-Oxley Act, Leadership, Lease Negotiations, Account Reconciliation
Education
Franklin University 1990 — 1993
BS, Accounting, 3.85