Bison Financial Group
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Bison Financial Group Employees
Bison Financial Group June 2014 - January 2015
Purdue University September 2013 - May 2014
First Unity May 2013 - August 2013
Follett Higher Education Group April 2012 - May 2013
Golden Center Hotel May 2011 - August 2011
Skills
Customer Service, Cashiering, Sales, Financial Services, Microsoft Word, Cash Register, Clerical Skills, Public Speaking, Microsoft Excel, Morningstar, SmartStation, Strategic Financial..., Cold Calling, Client Prospecting, Human Resources, Training, Recruiting, Outlook, Access, Payroll, Employee Benefits
Education
Purdue University 2010 — 2014
Bachelor's Degree, Financial Counseling and Communications, 3.4
Glenbard West High School 2007 — 2010
High School, 4.8/5
Bison Financial Group August 2014 - Present
VALIC June 2013 - July 2014
American Beacon Advisors March 2010 - March 2013
King Investment Advisros, Inc. August 2007 - December 2008
Invesco Ltd. March 1998 - May 2007
Skills
Series 7, Series 63, Series 65, Investments, Mutual Funds, ETFs, Asset Allocation, Alternative Investments, Securities, Asset Managment, Investment Management, Equities, Fixed Income, Hedge Funds, Separately Managed..., FINRA, Series 6, 401k, Life & Health Insurance...
Education
University of St. Thomas (TX) 2005 — 2007
Graduate, Masters International Business
University of Houston 1993 — 1997
BS, Economics minor in Spanish
Bison Financial Group January 2007 - Present
Bison Financial Group August 1999 - January 2007
Peoples Investment Services, Inc May 1997 - August 1999
Education
Purdue University - Krannert School of Management 2008 — 2010
Master of Business Administration (MBA), Finance, General
Purdue University 1990 — 1995
Bachelor of Science (BS), Finance, General
Hendricks County Bank And Trust Company October 2007 - January 2013
Flagstar Bank August 2004 - October 2007
Memory Gardens Management September 2003 - August 2004
Bison Financial Group February 2000 - August 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Sales, Financial Reporting, Leadership, Data Analysis, New Business Development
Education
Western Governors University
Master of Business Administration (M.B.A.)
Purdue University 1995 — 1999
BS, Financial Counseling & Planning
Keurig Green Mountain, Inc. February 2015 - Present
PepsiCo January 2014 - Present
PepsiCo - Frito Lay May 2013 - August 2013
Bison Financial Group January 2012 - May 2012
Drury Hotels May 2010 - August 2010
Barnes & Noble College Booksellers 2009 - 2009
Skills
Spanish Proficiency, Hospitality Management, PowerPoint, Food & Beverage, Customer Service, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Spanish, Management, Sales
Education
University of Illinois at Urbana-Champaign 2012 — 2013
Master's degree, Labor and Employment Relations
Purdue University 2009 — 2012
Bachelor of Science (B.S.), Hospitality and Tourism Management
Wabash Valley Alliance May 2011 - 2015
F.C. Tucker/Lafayette Realtors February 2009 - December 2011
Independence Science LLC 2010 - 2011
Bison Financial Group June 2002 - January 2009
Skills
Mental Health Care, Case Managment, Business Development, Public Speaking, Leadership, Social Services, Marketing, Sales, Customer Service, Selling, Marketing Strategy, Management, Start-ups, CRM, Real Estate, Community Development, Training
Education
Purdue University
B.A.
Purdue University
Bachelor's degree
Bison Financial Group April 1994 - Present
Skills
Commercial Real Estate..., Commercial Real Estate..., New Business Development, Real Estate Finance, Land Acquisition, Real Estate Investment, Real Estate Financing, Real Estate Development, Deal Structuring, Brokerage, Debt, Mezzanine, Joint Ventures, Real Estate Transactions, Private Equity, Investors, Venture Capital, Project Finance, Structuring, Renewable Energy, Tenacious, Complex Sales, Real Estate Economics, Disposition, Real Estate, Commercial Real Estate, Investment Properties, Solar Energy, Due Diligence, Financial Structuring, Negotiation, Waste to Energy, Loans, Finance, Asset Management, Leases, Mortgage Lending, Funding, Investments, Financial Modeling, Entrepreneurship, Underwriting, Corporate Finance, Mergers & Acquisitions, Capital Markets, Capital, REO, Corporate Development, Property, Private Placements
Education
Canisius College 1984 — 1988
BA
St. Mary's High School 1981 — 1984
Dorsett Automotive: Nissan, Hyundai and Mitsubishi July 2014 - Present
Bison Financial Group January 2013 - July 2014
Dorsett Automotive October 2011 - January 2013
Dorsett Automotive January 2009 - October 2011
Dorsett Automotive April 2002 - January 2009
Skills
Leadership, Investments, Sales, Customer Service, Public Speaking, Fundraising, Microsoft Excel, Microsoft Word, Microsoft Office, Coaching, Strategic Planning, PowerPoint, Nonprofits, New Business Development, Finance, Financial Analysis, Team Building, Training, Leadership Development, Budgets
Education
Indiana State University 2002 — 2007
Bachelor of Science (BS), Social Science Teacher Education
Conger Wealth Management July 2010 - Present
Business and Professional Exchange April 2010 - July 2010
Clearly Organized September 2009 - July 2010
Jackson Hewitt January 2009 - April 2010
Controller Services May 2009 - September 2009
Bison Financial Group April 2007 - November 2008
Hull Financial Group June 2006 - July 2006
Skills
Financial Planning, Investment Advisory, Tax Preparation, Wealth Management, Morningstar, Junxure, Microsoft Office, Linux, Excel, Word, Public Speaking, Customer Service, Tax, Investments, Retirement Planning, Estate Planning, Insurance, Asset Management, PowerPoint, Mutual Funds, Budgeting, Securities, Problem Solving, Blogging, Social Media, Strategic Financial..., Microsoft Excel, Microsoft Word, Retirement
Education
University of Arkansas at Little Rock 2012 — 2015
Master of Business Administration (M.B.A.)
Purdue University 2003 — 2006
Bachelor of Science (B.S.)
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2005 — 2005
Purdue Study Abroad Program
Bison Financial Group June 2015 - Present
Skills
Financial Analysis, Sales, Project Management
Education
University of Michigan 2011 — 2015
BA, Economics and Political Science
Bison Financial Group September 2014 - Present
UAP Clinic August 2012 - October 2013
Vigo county prosecutor office January 2001 - January 2009
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Nonprofits, Public Speaking, Social Media, Fundraising, Human Resources, Budgets, Event Management, Social Media Marketing, Team Building, Leadership, Marketing, Cross-functional Team..., Marketing Strategy
Education
Indiana Business College 1996 — 1998
Associate's degree, Business/paralegal
Indiana State University
Associate's degree, Business Administration and Management, General
Bison Financial Group 2010 - Present
Skills
Retirement Planning, Investment Strategies, Estate Planning, 401k Rollovers, Investments, Leadership, Securities, Strategic Planning
Education
Purdue University 2006 — 2010
Bachelors of Science, Financial Counseling & Planning
Bison Financial Group 2015 - Present
Old National Bank September 2013 - June 2015
Candlewood Suites March 2013 - September 2013
Tower Corners Citgo April 2012 - March 2013
Payless supermarket August 2009 - April 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Inventory Management, Data Entry, Retail, PowerPoint, Outlook, Merchandising, Time Management, Teamwork, Sales, Inventory Control, Cashiering, Social Media, Leadership, Facebook, Social Networking, Process Scheduler, Customer Satisfaction, Social Media Marketing, Team Building, Account Management, New Business Development, Training
Education
Harrison College-Lafayette 2010 — 2012
Associat of applied science, business management
Frontier High School 2006 — 2010
Core 40, Business
Hamilton County Professional Firefighters January 2014 - Present
City of Noblesville October 2008 - Present
Bison Financial Group October 2006 - October 2008
Wolverine World Wide April 2004 - October 2006
Skills
Emergency Management, Policy, Government, Public Policy, Leadership, Public Safety, Community Outreach, Community Development, Leadership Development, Local Government, NIMS, Program Development, Public Speaking, Disaster Response, Program Management, Firefighting, Rescue, Training, Fire Safety, Team Building, EMS
Education
Purdue University 2001 — 2005
Bachelor's degree, Political Science
McCutcheon High School 1997 — 2001
Honors Diploma
OLG
PSB Investment Services March 2010 - Present
Princeville Heritage Museum April 2010 - Present
Bison Financial Group June 2005 - March 2010
Primerica December 2003 - June 2005
Seed Genetics Incorporated June 1999 - June 2005
Cargill Hybrid Seeds October 1989 - June 1999
Skills
Investments, Strategic Financial..., Retirement Planning, Securities
Education
Aurora University 1994 — 1996
MBA
Aurora Central Catholic
Bison Financial Group April 2012 - Present
Education
Purdue University 2007 — 2011
Bachelor of Science (BS), Financial Counseling and Planning
Bison Financial Group 2010 - Present
Education
Purdue University
Bachelors, Communication/Sales & Marketing
Bison Financial Group November 2012 - Present
Juice Plus January 2012 - Present
Holistic Solutions January 2011 - Present
Wachovia/Wells Fargo March 2006 - March 2010
Mental Health America of Dallas March 1998 - June 2002
Skills
Venture Capital, Asset Based Lending, Small Business Lending, Cash Flow Lending, Corporate Finance, Investment Banking, Commercial Banking, Credit Analysis, Holistic Health, Healing, Wellness, Stress Management, Mergers, Aquisition, Wellness Coaching, Lifestyle Coaching, Business Development, Mergers & Acquisitions, Credit, Entrepreneurship, Hypnosis, Finance, Electronic Funds..., Investments, Start-ups, Meditation, Weight, Due Diligence, Small Business, Wellbeing, Supplements, Alternative Medicine, Lifestyle, Nutritional Counseling, Coaching, Nutrition, Relaxation, Personal Development, Weight Management, Motivational Speaking, Fitness, Reiki, Hypnotherapy, Energy Healing, Stress, Management, Public Speaking
Education
Global College of Natural Medicine 2008 — 2011
Holistic Health
University of Sedona 1992 — 1994
Ph.D., Metaphysics
American Institute of Banking 1982 — 1986
Commercial Banking, Commercial Banking
Texas A&M University 1977 — 1982
Bachelor of Business Administration (BBA), Marketing
Bison Financial Group October 2012 - Present
Morgan Stanley Smith Barney July 1993 - October 2012
National Exchange Club Foundation July 2004 - July 2008
Education
Indiana State University 1975 — 1992
Bachelor of Science (BS), Business Administration and Management, General
DePauw University
Political Science and Economics
Regions Bank February 2010 - August 2011
Bison Financial Group September 2008 - August 2009
Education
Purdue University 2005 — 2009
Finance, Accounting, Finacial Services, Insurance, Benefits
Caterpillar Inc. January 2013 - Present
Bison Financial Group August 2009 - January 2013
Furniture Row Companies March 2008 - November 2009
Skills
Insurance, Risk Management, Process Improvement
Education
Ball State University 2002 — 2006
Actuarial Science