Bank One Securities
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Bank One Securities Employees
Employee
Years
Job
Industry
Dennis Serio Dennis Serio's Bank One Securities Experience 1989 - 1992
Job Fixed Income Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2008 - Present
Comerica Securities 1992 - 2006
Bank One Securities 1989 - 1992
Skills
Series 7, Asset Management, Banking, Investments, Fixed Income, Portfolio Management, Credit
Education
Louisiana State University 1980 — 1985
Wells Fargo Securities September 2008 - Present
Comerica Securities 1992 - 2006
Bank One Securities 1989 - 1992
Skills
Series 7, Asset Management, Banking, Investments, Fixed Income, Portfolio Management, Credit
Education
Louisiana State University 1980 — 1985
Bryan Kucholtz Bryan Kucholtz's Bank One Securities Experience January 2003 - March 2005
Job CoFounder | Managing Director at Stathis Kucholtz Partners LLC
Industry Financial Services
Experience
Stathis Kucholtz Partners LLC January 2015 - Present
Comerica Bank July 2009 - December 2014
Comerica Bank March 2005 - July 2009
Bank One Securities January 2003 - March 2005
Bank One Securities January 2001 - January 2003
Bank One January 1999 - January 2001
Bank One May 1996 - January 1999
Norwest Financial August 1990 - May 1996
Skills
Wealth Management, Sales Management, Collaborative Leadership, Retail Banking, Brokerage, Leadership, Sales Coaching, Insurance, Cross-team Collaboration, 401k, Recruiting, Investments, Retirement Planning, Investment Advisory, Securities, Portfolio Management, Retirement, Commercial Lending, Loans, Mutual Funds, Commercial Banking, Fixed Annuities, Small Business Lending, Banking, Series 7, Series 63, Indexed Annuities, Variable Annuities, Series 24, Life & Health Insurance..., Term Life Insurance, Permanent Life Insurance, Credit, Teamwork, Alternative Investments, Property & Casualty..., Trust Management, Public Speaking, Due Diligence, Product Management, Vendor Relationship..., Private Banking, Series 65, Irrevocable Life..., Fiduciary, Cash Management, Institutional..., Institutional Sales, Buy-sell Agreements, Financial Services
Education
The University of Texas at Dallas - School of Management 1990 — 1993
Masters of Business Administration, Finance
The University of Dallas 1985 — 1989
BA, Economics
Stathis Kucholtz Partners LLC January 2015 - Present
Comerica Bank July 2009 - December 2014
Comerica Bank March 2005 - July 2009
Bank One Securities January 2003 - March 2005
Bank One Securities January 2001 - January 2003
Bank One January 1999 - January 2001
Bank One May 1996 - January 1999
Norwest Financial August 1990 - May 1996
Skills
Wealth Management, Sales Management, Collaborative Leadership, Retail Banking, Brokerage, Leadership, Sales Coaching, Insurance, Cross-team Collaboration, 401k, Recruiting, Investments, Retirement Planning, Investment Advisory, Securities, Portfolio Management, Retirement, Commercial Lending, Loans, Mutual Funds, Commercial Banking, Fixed Annuities, Small Business Lending, Banking, Series 7, Series 63, Indexed Annuities, Variable Annuities, Series 24, Life & Health Insurance..., Term Life Insurance, Permanent Life Insurance, Credit, Teamwork, Alternative Investments, Property & Casualty..., Trust Management, Public Speaking, Due Diligence, Product Management, Vendor Relationship..., Private Banking, Series 65, Irrevocable Life..., Fiduciary, Cash Management, Institutional..., Institutional Sales, Buy-sell Agreements, Financial Services
Education
The University of Texas at Dallas - School of Management 1990 — 1993
Masters of Business Administration, Finance
The University of Dallas 1985 — 1989
BA, Economics
George Pantazis, EA George Pantazis, EA's Bank One Securities Experience 1999 - 2001
Job Retirement Plan Specialist at ICMARC
Industry Financial Services
Experience
ICMA-RC September 2013 - Present
Top Rank Financial 2007 - Present
Alliant Credit Union March 2012 - June 2013
Genworth Financial September 2009 - March 2012
Calamos Investments January 2004 - January 2009
Harris Investor Services October 2001 - December 2003
Bank One Securities 1999 - 2001
Skills
Investments, Mutual Funds, Wealth Management, Series 7, Asset Management, Financial Services, Securities, Finance, Asset Allocation, Retirement, Insurance, Fixed Annuities, Financial Advisory, Business Development, Leadership
Education
DePaul University 1995 — 1999
B.S., Finance
Maine East High School 1991 — 1995
ICMA-RC September 2013 - Present
Top Rank Financial 2007 - Present
Alliant Credit Union March 2012 - June 2013
Genworth Financial September 2009 - March 2012
Calamos Investments January 2004 - January 2009
Harris Investor Services October 2001 - December 2003
Bank One Securities 1999 - 2001
Skills
Investments, Mutual Funds, Wealth Management, Series 7, Asset Management, Financial Services, Securities, Finance, Asset Allocation, Retirement, Insurance, Fixed Annuities, Financial Advisory, Business Development, Leadership
Education
DePaul University 1995 — 1999
B.S., Finance
Maine East High School 1991 — 1995
John E. Chapman John E. Chapman's Bank One Securities Experience June 2002 - February 2004
Job Logistics Manager at Gateway Logistics Inc
Industry Logistics and Supply Chain
Experience
Gateway Logistics Inc July 2015 - Present
A S Logistics / Amstan Logistics July 2014 - July 2015
Frame USA and Posterservice, Inc. October 2011 - February 2013
Key Personnel November 2005 - May 2010
TQL January 2008 - June 2009
Bank One Securities June 2002 - February 2004
Raymond James 2001 - 2002
Skills
Sales, Marketing, Negotiation, Team Building, Sourcing, Spanish-speaking, German, French, Financial Analysis, Strategic Financial..., Mutual Funds, Stock Trading, Options, Recruiting, Leadership, Customer Service
Education
University of Cincinnati 1993 — 1997
Bachelor of Arts (BA), Economicsq
Norwood High School
Gateway Logistics Inc July 2015 - Present
A S Logistics / Amstan Logistics July 2014 - July 2015
Frame USA and Posterservice, Inc. October 2011 - February 2013
Key Personnel November 2005 - May 2010
TQL January 2008 - June 2009
Bank One Securities June 2002 - February 2004
Raymond James 2001 - 2002
Skills
Sales, Marketing, Negotiation, Team Building, Sourcing, Spanish-speaking, German, French, Financial Analysis, Strategic Financial..., Mutual Funds, Stock Trading, Options, Recruiting, Leadership, Customer Service
Education
University of Cincinnati 1993 — 1997
Bachelor of Arts (BA), Economicsq
Norwood High School
Daniel Hatch Daniel Hatch's Bank One Securities Experience August 2003 - February 2004
Job Freelance Writer
Industry Writing and Editing
Experience
Terra Nova Financial February 2004 - November 2010
Bank One Securities August 2003 - February 2004
Quick & Reilly April 2002 - August 2003
TD Waterhouse 2000 - 2001
Skills
Financial Risk, Equities, Options, Trading, Securities, Trading Systems, Series 7, Risk Management, Investments
Education
Iowa State University 1987 — 1992
B.S., History and English
Terra Nova Financial February 2004 - November 2010
Bank One Securities August 2003 - February 2004
Quick & Reilly April 2002 - August 2003
TD Waterhouse 2000 - 2001
Skills
Financial Risk, Equities, Options, Trading, Securities, Trading Systems, Series 7, Risk Management, Investments
Education
Iowa State University 1987 — 1992
B.S., History and English
Andrew Parmelee Andrew Parmelee's Bank One Securities Experience August 1995 - April 2001
Job Senior Vice PresidentCentral IL Wealth Director at PNC
Industry Financial Services
Experience
PNC October 2005 - Present
National City Bank May 2001 - September 2005
Bank One Securities August 1995 - April 2001
First of Amercia Bank May 1991 - July 1995
Commercial National Bank of Peoria October 1988 - April 1990
Skills
Comprehensive Wealth...
Education
Illinois State University 1981 — 1985
Bachelor of Science (B.S.), Political Science with a Concentration in Economics and Global Studies
PNC October 2005 - Present
National City Bank May 2001 - September 2005
Bank One Securities August 1995 - April 2001
First of Amercia Bank May 1991 - July 1995
Commercial National Bank of Peoria October 1988 - April 1990
Skills
Comprehensive Wealth...
Education
Illinois State University 1981 — 1985
Bachelor of Science (B.S.), Political Science with a Concentration in Economics and Global Studies
Kathy Rasey-Keeter Kathy Rasey-Keeter's Bank One Securities Experience August 2004 - December 2005
Job A Project Management professional with CGI, a global IT services provider
Industry Health, Wellness and Fitness
Experience
Randstad Technologies US April 2013 - April 2014
MiddleTech Corp February 2007 - December 2012
National City Bank 2006 - 2007
National City Bank December 2005 - September 2006
Keeter Financial Services 1981 - 2006
Bank One Securities August 2004 - December 2005
Village of Orange January 1996 - January 2005
Keeter Financial Services January 1981 - January 2004
Orange Village 1996 - 2004
Skills
Public Speaking, Strategic Planning, Customer Service, Project Management, PowerPoint, Community Outreach, Budgets, Microsoft Excel, Management, Microsoft Word, Coaching, Sales, Marketing, Newsletters, Retail, Human Resources, Social Networking, Event Planning, Fundraising, Leadership, Public Relations
Education
Ursuline College 1999 — 2001
Public Relations
Kent State University 1973 — 1974
BMME, Music
Evangel University 1970 — 1972
Bachelor of Music in Music Education, Music
Cleveland Institute of Music
Evangel University
Kent State University
Ursuline College
of, music education; piano and voice:
Randstad Technologies US April 2013 - April 2014
MiddleTech Corp February 2007 - December 2012
National City Bank 2006 - 2007
National City Bank December 2005 - September 2006
Keeter Financial Services 1981 - 2006
Bank One Securities August 2004 - December 2005
Village of Orange January 1996 - January 2005
Keeter Financial Services January 1981 - January 2004
Orange Village 1996 - 2004
Skills
Public Speaking, Strategic Planning, Customer Service, Project Management, PowerPoint, Community Outreach, Budgets, Microsoft Excel, Management, Microsoft Word, Coaching, Sales, Marketing, Newsletters, Retail, Human Resources, Social Networking, Event Planning, Fundraising, Leadership, Public Relations
Education
Ursuline College 1999 — 2001
Public Relations
Kent State University 1973 — 1974
BMME, Music
Evangel University 1970 — 1972
Bachelor of Music in Music Education, Music
Cleveland Institute of Music
Evangel University
Kent State University
Ursuline College
of, music education; piano and voice:
Bob Hutchinson's Bank One Securities Experience December 1998 - February 2004
Job President Glen Ellyn Bank and Trust
Industry Banking
Experience
Glen Ellyn Bank and Trust October 2006 - Present
Fifth Third Securities February 2004 - October 2006
Bank One Securities December 1998 - February 2004
First Chicago Bank 1995 - 1998
Gary Wheaton Bank Downers Grove 1991 - 1995
Education
Illinois State University
B. S., Economics
Illinois Benedictine
MBA
Wheaton Central
Glen Ellyn Bank and Trust October 2006 - Present
Fifth Third Securities February 2004 - October 2006
Bank One Securities December 1998 - February 2004
First Chicago Bank 1995 - 1998
Gary Wheaton Bank Downers Grove 1991 - 1995
Education
Illinois State University
B. S., Economics
Illinois Benedictine
MBA
Wheaton Central
Duane Lato's Bank One Securities Experience 1995 - 2003
Job Regional Sales Manager at Allstate Benefits
Industry Insurance
Experience
Allstate Benefits January 2014 - Present
American General Life and Accident Insurance Company 2006 - January 2014
Morgan Keegan 2003 - 2006
Bank One Securities 1995 - 2003
Skills
Fixed Annuities, Insurance, Life Insurance, Employee Benefits, Retirement Planning, Recruiting, Coaching, Term Life Insurance, Universal Life, Sales Management, Disability Insurance, Whole Life, Critical Illness, Health Insurance
Education
Louisiana State University 1975 — 1980
Allstate Benefits January 2014 - Present
American General Life and Accident Insurance Company 2006 - January 2014
Morgan Keegan 2003 - 2006
Bank One Securities 1995 - 2003
Skills
Fixed Annuities, Insurance, Life Insurance, Employee Benefits, Retirement Planning, Recruiting, Coaching, Term Life Insurance, Universal Life, Sales Management, Disability Insurance, Whole Life, Critical Illness, Health Insurance
Education
Louisiana State University 1975 — 1980
Pete Geske's Bank One Securities Experience November 2001 - May 2007
Job Substitute Teacher at Madison Metropolitan School District
Industry E-Learning
Experience
Madison Metropolitan School District November 2011 - Present
Family Care-Giver · Mother's Home May 2007 - October 2011
Bank One Securities November 2001 - May 2007
Stein Roe Mutual Funds September 1997 - December 1999
Skills
Teaching, Tutoring, Distance Learning, Adult Education, Classroom, ESL, Higher Education, Public Speaking
Education
Grand Canyon University 2012 — 2015
Master of Education (M.Ed.), Secondary Education and Teaching
L' Universite de Paris, La Sorbonne 1992 — 1993
Certificate de la Civilisation Francaise, French
University of Wisconsin-Milwaukee 1989 — 1992
BA, History
Madison Metropolitan School District November 2011 - Present
Family Care-Giver · Mother's Home May 2007 - October 2011
Bank One Securities November 2001 - May 2007
Stein Roe Mutual Funds September 1997 - December 1999
Skills
Teaching, Tutoring, Distance Learning, Adult Education, Classroom, ESL, Higher Education, Public Speaking
Education
Grand Canyon University 2012 — 2015
Master of Education (M.Ed.), Secondary Education and Teaching
L' Universite de Paris, La Sorbonne 1992 — 1993
Certificate de la Civilisation Francaise, French
University of Wisconsin-Milwaukee 1989 — 1992
BA, History