Banc One Securities
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Banc One Securities Employees
NBC Securities, Inc. April 2005 - Present
AmSouth Investment Services August 1997 - March 2005
Banc One Securities January 1993 - August 1997
Skills
Wealth Management, Mutual Funds, Series 7, Series 63, Retirement Planning, Portfolio Management, Fixed Annuities, Financial Advisory, Securities, Investments, Investment Advisory, Strategic Financial..., Sales, Insurance, Alternative Investments, Financial Analysis, Loans, Sales Management, Credit, Series 7,24,9,10,63,65
Education
University of New Orleans 1990 — 1992
MBA
Auburn University, College of Business 1977 — 1981
BS, Business
Comerica Securities January 1995 - Present
Banc One Securities June 1992 - January 1995
Merrill Lynch May 1989 - June 1992
First Gibraltar Savings Association February 1986 - May 1989
Texas Commerce Bank 1984 - 1986
Texas American Bank July 1979 - 1984
Skills
Portfolio Management, Wealth Management, Investments, Banking, Wealth Transfer, Wealth Protection, Wealth Giving, Wealth Enhancement, Asset Managment, Financial Analysis, Retail Banking, Wealth Management..., Management, Financial Planners, Asset Allocation, Securities, Wealth, Finance, Investment Management, Asset Management, Credit, Financial Planning, Loans
Education
University of North Texas 1981 — 1983
Banking & Finance
Tarrant County College 1979 — 1981
Business Administration and Management, General
Merrill Lynch August 2014 - Present
Charles Schwab May 2005 - August 2014
Fidelity Investments March 2004 - January 2005
Banc One Securities September 2003 - March 2004
TD March 2000 - August 2003
Skills
Estate Planning, Retirement Planning, Investments, New Business Development, Account Management, Forecasting, Tactical Sales Planning, Strategic Financial..., Certified Financial..., Pipeline Development, New Product Roll Out, Consultative Sales..., Business Development, Long-term Customer..., Sales Presentations, Presentation Development, Strategic Sales Plans, Client Retention..., Process Improvement, Superior Client Service, Investment Strategies, Insurance, Financial Reporting, Financial Regulation, Compliance, Legal Compliance, SEC filings, Federal Reserve, Credit Risk, Risk Reduction, Negotiation, Financial Planning
Education
Illinois State University
Bachelor of Science (B.S.), Business Administration and Management
Duke University Health System March 2012 - Present
Select Medical 2011 - 2012
George Washington University Hospital 2011 - 2011
Duke University Health System 2009 - 2011
Select Medical 2004 - 2009
RE/MAX 2001 - 2004
Price Waterhouse Management Consultants 2000 - 2001
Banc One Securities 1995 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Surgery, Healthcare, Hospitals
Education
Capella University 2013 — 2016
Master's Degree, Diabetes nursing, 4.0
Kaplan University 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Registered Nursing/Registered Nurse, 4.0
Ohio University 2006 — 2008
Associate's degree, Registered Nursing/Registered Nurse
Ashland University 1995 — 1997
MBA, Business
Franklin University 1993 — 1995
Bachelor's degree, Finance and Financial Management Services
Wells Fargo Advisors, LLC December 2004 - Present
Banc One Securities April 2001 - December 2004
Bank One April 1996 - October 2000
Skills
Retirement Planning, Mutual Funds, Investment Strategies, Asset Allocation, 401k Rollovers, Financial Advisory, Fixed Income Strategies, Insurance, Fixed Annuities, Variable Annuities, Stocks, Tax-advantaged...
Education
The Ohio State University 1992 — 1995
The Ohio State University 1992 — 1994
Family Resource Management Studies, General
ADT Security Services 2012 - Present
Sears Home Improvement Products 2008 - 2011
Sterling Life Insurance Co April 2004 - June 2005
Banc One Securities 2000 - 2002
Olivetti North America 1982 - 1998
Olivetti North America 1982 - 1998
Olivetti North America June 1990 - June 1995
Education
Illinois Wesleyan University
BA, Business Administration
State of Washington Department of Insurance
Food He.ro February 2014 - Present
SocialMediaRestaurants.com 2011 - Present
Instituto Hospitality Management & Entrepreneurship Training October 2012 - February 2015
RocUnited.org 2010 - 2011
Lalo's Mexican Restaurant 2009 - 2010
Eivissa 2008 - 2009
Haro's Spanish Tapas Restaurant 2005 - 2008
LaSalle Bank 2002 - 2004
Banc One Securities 1999 - 2001
Skills
Social Media, Hospitality, Event Planning, Public Speaking, Leadership Development, Entrepreneurship..., Project Management, Food Technology, Restaurant Management, Workforce Training
Education
Dominican University 1994 — 1998
Bachelor of Arts, Major: Accounting, Minor: Business Administration
Heartland Bank and Trust Company March 2010 - Present
Wells Fargo Securities, LLC May 2009 - March 2010
Banc of America Securities October 2007 - March 2009
LaSalle Bank May 2002 - October 2007
Banc One Securities May 2001 - May 2002
Sandler O'Neill May 2000 - May 2001
ABN AMRO Inc. August 1992 - April 2000
Skills
Capital Markets, Banking, Finance, Fixed Income, Bonds, Credit, Commercial Lending, Financial Analysis, Portfolio Management, Risk Management, Credit Analysis, Financial Institutions, Securities, Asset Allocation, Commercial Banking, Loans, Cash Management, Treasury Management, Mergers & Acquisitions, Financial Modeling, Investment Banking, Loan Origination, Mortgage Lending, Financial Risk, Interest Rate Risk..., Interest Rate Swaps, Options
Education
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
BS, Accountancy
Wisconsin REALTORS® Association March 2012 - Present
Johnson Bank March 2010 - March 2012
Johnson Bank January 2005 - March 2010
Virchow Krause May 2000 - January 2005
Banc One Securities 1998 - 2000
Skills
Investments, Employee Benefits, Retirement, Pensions, Asset Management, Financial Planning, Wealth Management, Customer Relations, New Business Development, Compliance, Public Speaking, Customer Service, Sales Management, Strategic Financial..., Asset Allocation, Finance, Mergers, Retirement Planning, Mergers & Acquisitions
Education
Florida State University - College of Business 2000 — 2003
Certificate in Finanical Planning, Financial Planning
University of Wisconsin-Whitewater 1992 — 1996
Bachelor, Political Science and Government
University of Wisconsin-Madison
Certificate in Human Resources, Human Resources Management and Services
West Bend High School
Wells Fargo Advisors March 2013 - Present
Morgan Stanley Wealth Management June 2009 - March 2013
Citigroup Global Markets January 2007 - June 2009
UBS Financial Services January 2004 - January 2007
Merrill Lynch February 2000 - January 2003
Banc One Securities April 1999 - September 1999
Skills
Series 7, Series 63, Life Insurance, Trading, Uniform Combined State..., Wealth Management, Asset Allocation, Investment Advisory, Securities, Series 65, Alternative Investments, Investment Strategies, Asset Management, Financial Planning, Portfolio Management, Retirement Planning, Mutual Funds
Education
Wayne State University
Business
Oakland Community College
Business
Wells Fargo Advisors, LLC June 2012 - Present
Morgan Stanley Smith Barney September 1994 - June 2012
Banc One Securities June 1986 - September 1994
Skills
Investments, Securities, Alternative Investments, Financial Services, Finance, Asset Allocation, Mutual Funds, Due Diligence, Employee Benefits, Communication, Retirement Planning, Investment Strategies, FINRA, Insurance, Portfolio Management, Asset Management, Financial Analysis
Education
Texas Christian University - M.J. Neeley School of Business 1982 — 1986
BBA, Finance/Real Estate and Political Science
St. Michael Financial March 2006 - Present
MainStreet Financial October 2007 - Present
5/3 Securities September 2001 - March 2006
Banc One Securities September 2000 - September 2001
Skills
Investment Advisory, Alternative Investments, Morally Responsible..., Biblical Responsible...
Education
Iowa State University 1984 — 1988
Bachelor of Science, Agricultural Business
Swaynie & Co. 2005 - 2012
AstraZeneca Pharmaceuticals, LP 1995 - 2004
Banc One Securities 1993 - 1995
Skills
Medical Devices, Cardiology, Sales Management, Pharmaceutical Sales, Sales, Selling, Pharmaceutical Industry
Education
Indiana University Bloomington 1985 — 1989
BS, Management
VALIC November 2012 - Present
NovoDyn Advisors, LLC January 2011 - October 2012
TWS Financial, LLC September 2010 - December 2011
HMB Stonebridge, Inc. December 2009 - January 2011
Zacks Investment Management March 2009 - April 2010
Chase Investment Service Corp. July 2005 - September 2008
Banc One Securities November 2004 - July 2005
MetLife Securities, Inc. & Metropolitan Life Insurance Company November 2003 - November 2004
Smith & Associates September 1999 - November 2003
Skills
Asset Management, Finance, Mutual Funds, Investments, Portfolio Management, Alternative Investments, Series 7, Wealth Management, Investment Strategies, Securities
Education
Sam Houston State University 1997 — 1999
Master of Business Administration, International Business
University of Houston 1995 — 1997
Bachelor of Business Administration, Marketing, Professional Sales
Med-Trans Corporation 2015 - Present
Med-Trans Corporation July 2013 - August 2015
OCRACS 2010 - 2012
St. Andrew United Methodist Church 2008 - 2010
Kids Toy Expo 2004 - 2007
Banc One Securities 2001 - 2003
Oasis Car Wash - The Wallace Group 1998 - 2001
The Tap Room and Draft Choice 1996 - 1999
Skills
Operations Management, Financial Analysis, Budgets, Microsoft Excel, Team Leadership, Customer Service, Management, Strategic Planning, Financial Reporting, Process Improvement, Analysis, Training, Marketing, Accounts Receivable, Accounts Payable, Accounting
Education
Texas State University 1993 — 1996
BBA Accounting, BBA Accounting
Campisi Financial Network August 2012 - Present
Ingredients for Wellness, LLC June 2011 - Present
National Brokerage Associates, Inc. September 2010 - June 2011
Coventry October 2002 - September 2010
Wells Fargo 2001 - 2002
Banc One Securities 1999 - 2001
American Express Financial Advisors 1992 - 1999
Skills
Strategic Financial..., Insurance, Fixed Annuities, Disability Insurance, Investments, Life Insurance, Sales Operations, Marketing, Financial Planning, Retirement Planning, Financial Advisory, Account Management, Long-term Care, Financial Planners
Education
University of Montevallo
BS, Communication Sciences & Disorders
PNC May 2015 - Present
Biltmore Family Office, LLC May 2013 - May 2015
Charles Schwab January 2004 - July 2012
Banc One Securities June 2003 - January 2004
Charles Schwab March 1997 - January 2003
Charles Schwab January 1997 - March 1999
Education
Indiana University Bloomington 1992 — 1996
Bachelor of Arts (BA), Psychology
Indiana Military Academy 1991 — 1991
Graduated 2nd Lieutenant, US Army Reserves
Northern Trust Corporation November 2013 - Present
Northern Trust July 2009 - October 2013
Park National Bank June 2003 - June 2007
Banc One Securities 2001 - 2003
Skills
Portfolio Management, Mergers & Acquisitions, Bonds, Sales, Corporate Actions, Bloomberg, Asset Allocation, Asset Management, Equities, Investments, Mutual Funds, Fixed Income, Investment Management, Hedge Funds, Wealth Management, Alternative Investments, Financial Modeling, Investment Strategies, Derivatives, Financial Analysis
Education
Lewis University 1998 — 2002
Bachelor's degree, Finance, Business Administration
Deutsche Bank June 2011 - Present
J.P. Morgan April 2004 - May 2011
Banc One Securities May 2003 - April 2004
Bank One June 2002 - May 2003
Skills
Fixed Income, Equities, Capital Markets, Hedge Funds, Bloomberg, Valuation, Investment Banking, Market Research, Financial Analysis, Bonds, Financial Modeling, Portfolio Management, Equity Research, Credit, Series 7, Corporate Finance, Private Equity, Risk Management, Alternative Investments, Analysis, Banking, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Science (BS), Finance, General
Latin School of Chicago 1994 — 1998
Flexible Plan Investments, Ltd. March 2015 - Present
Flexible Plan Investments, Ltd. January 2014 - Present
Rising Sun Investment Services October 2012 - July 2013
Curian Capital December 2005 - October 2012
The Guardian Life Insurance Company of America May 2004 - November 2005
Banc One Securities November 2003 - May 2004
Lincoln Financial Distributors June 2001 - September 2003
American Skandia May 1998 - June 2001
Sierra Trust Funds August 1995 - March 1998
The Colonial Group May 1987 - August 1995
Skills
Wholesaling, Series 63, Series 7, Separately Managed..., Mutual Funds, Investment Advisory, Retirement Planning, Securities, Wealth Management, Asset Management, Investments, Alternative Investments, Consultative Selling, FINRA Series 6, Portfolio Management, Territory, Financial Planning, Financial Advisory, Public Speaking, Equities, Series 6, Financial Services
Education
Metropolitan State University of Denver 1981 — 1985
Sheridan High School 1978 — 1981
Vanguard August 2015 - Present
Charles Schwab December 2005 - July 2015
Banc of America Securities Corp. September 2003 - December 2005
Banc One Securities June 2000 - September 2003
Skills
Asset Allocation, Asset Management, Finance, Financial Services, Investments, Mutual Funds, Retirement Planning, Risk Management, Series 7, Wealth Management
Education
Bradley University
Thomas Edison State College
UMB Bank February 2014 - Present
US Bank October 2005 - February 2014
Bogey's Club July 2002 - April 2011
Banc One Securities February 1997 - April 2002
Bank One May 1996 - February 1997
Wells Fargo May 1995 - May 1996
Skills
Small Business Lending, Consumer Lending, Retail Banking, Banking, Loans, Commercial Lending, Branch Management, Financial Services, Investments, Cash Management, Sales, Finance, Mortgage Banking
Education
California State University-Chico 1991 — 1995
Business, Management, Marketing, and Related Support Services
PNC October 2014 - Present
J.P. Morgan Asset Management April 2011 - October 2014
J.P. Morgan Asset Management May 2008 - April 2011
J.P. Morgan Asset Management 2000 - 2008
Banc One Securities 1998 - 2000
Banc One Investment Advisors 1997 - 1998
Bank One 1995 - 1997
Education
Indiana University - Kelley School of Business 1990 — 1994
Bachelor of Science (B.S.), Management and Marketing
Franklin Central
Nativity
MFS Investment Management September 2014 - Present
Invesco Ltd. February 2007 - September 2014
Invesco Aim December 2005 - February 2007
Invesco Aim May 2005 - December 2005
Invesco Aim December 2000 - May 2005
Banc One Securities May 2000 - October 2000
Morgan Stanley Dean Witter July 1999 - May 2000
Education
Lamar University
BBA, Marketing
Delphi Financial Group, Inc. May 2012 - Present
Delphi Financial Group, Inc. April 2005 - May 2012
Banc One Securities 2003 - 2004
Bank of America 1992 - 2003
Skills
Finance, Risk Management, Underwriting, Banking, Portfolio Management, Financial Modeling, Credit, Fixed Income, Financial Services, Capital Markets, Valuation, Strategic Financial..., Mergers & Acquisitions, Financial Risk, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1979 — 1981
MBA
LPL Financial April 2009 - Present
Barclay Financial Services April 2009 - Present
Merrill Lynch 2003 - 2009
Banc One Securities 1990 - 2003
Cullen Bank 1989 - 1991
Education
Texas A&M University 1982 — 1986
BS, Economics, General Business
INTEGRATED BUSINESS SERVICES, INC March 2008 - Present
FEEL ENTERTAINMENT, LLC September 2001 - Present
BANC ONE SECURITIES April 1999 - September 2001
American Express Financial Advisors February 1997 - March 1999
CB COMMERCIAL REAL ESTATE GROUP, INC September 1994 - October 1996
Skills
Negotiation, Customer Relations, Sales Management, Account Management, New Business Development, Cross Selling
Education
Northwestern University 1989 — 2004
Bachelor of Arts, Political Science
Transworld Systems Financial AdvisorChase BankSeptember 2007 - July 2009
Banc One Securities January 2003 - May 2005
TD Waterhouse December 1995 - July 2001
Education
Indiana University Bloomington 1982 — 1987
B.S., Economics
Whole Foods Market March 2013 - Present
Whole Foods Market November 2011 - Present
Kaplan University 2009 - 2010
Health Point Plus, Inc. February 2006 - July 2009
Comerica Securites September 2004 - February 2006
Banc One Securities July 2001 - September 2004
Olde Discount/ H&R Block Financial September 1993 - July 2001
Skills
Training, New Hire Orientations, Recruiting, Onboarding, Leadership Development, Benefits Administration, Employee Relations, Leadership, PeopleSoft, Customer Service, Team Building, Public Speaking
Education
Central Michigan University 1989 — 1993
BS, Political Science and Government