Budros, Ruhlin & Roe, Inc.
Address: 1801 Watermark Dr # 300, Columbus, OH 43215 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (614) 481-6900: Hours: : : : Category: Place name: : Website: : Website: http://www.b-r-r.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Budros, Ruhlin & Roe, Inc. Posting publicly on the Web Write a review Reviews 2 Google reviews
Budros, Ruhlin & Roe, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Budros, Ruhlin & Roe, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Budros, Ruhlin & Roe, Inc. Employees
Honda North America, Inc. February 2014 - Present
Eastman & Smith Ltd. August 2008 - February 2014
Eastman & Smith Ltd. June 2007 - August 2007
Budros, Ruhlin & Roe, Inc. 2004 - 2005
Skills
Workers Compensation, Civil Litigation, Health Care Reform, Labor and Employment, Employee Benefits, Courts, Litigation, Employment Law, Legal Research, Affordable Care Act, Arbitration, Legal Writing, Legal Issues
Education
The Ohio State University Moritz College of Law 2005 — 2008
Juris Doctor, Law
The Ohio State University 2001 — 2005
B.S., Family Resource Management, Economics
FirstWave Financial September 2015 - Present
BKD Wealth Advisors August 2014 - July 2015
Budros, Ruhlin & Roe, Inc. May 1997 - July 2014
RJ Peck and Associates, Inc. October 1994 - May 1997
AgriCommunicators, Inc. February 1993 - October 1994
Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Estate Planning, Asset Management, Financial Analysis, Financial Modeling, Portfolio Management, Financial Planners, Investments, Tax, Retirement, Financial Advisory, Asset Allocation, Risk Management, Mutual Funds, Investment Management
Education
University of Michigan
BA, History
Culver Military Academy
Budros, Ruhlin & Roe, Inc. January 2013 - Present
Syrus Restaurant Information Services November 2010 - January 2012
Safelite AutoGlass May 2011 - December 2011
Skills
Data Management, Data Analysis, SQL, Microsoft Excel, T-SQL, Microsoft SQL Server, Data Mining, Laserfiche, Workflow Applications, Workflow Management..., Data Integration, Databases, Database Design, Financial Reporting, CRM, Junxure, Project Management, Network Administration, System Integration..., Web Application Design, Information Technology, Windows Server, Business Analysis, Account Management, Customer Service, Customer Retention
Education
The Ohio State University 2004 — 2009
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Telhio Credit Union September 2015 - Present
Bookstores.com March 2015 - August 2015
Budros, Ruhlin & Roe, Inc. October 2008 - March 2015
Skills
Windows Server, Windows 7, VMware vSphere, VMware vCenter, VMware View, Laserfiche, Junxure, SharePoint, Microsoft Exchange, RSA SecurID, MaaS360, Cisco Meraki, Microsoft SQL Server, IBM Servers, Veeam, Barracuda Spam Firewall, Barracuda Web Filter, Barracuda NG Firewall, HP Procurve, EMC SAN Administration, File Convert
Education
Columbus State Community College
Associate's Degree, Information Technology
OU Central Foods September 2014 - Present
Giant Eagle July 2011 - Present
Budros, Ruhlin & Roe, Inc. May 2015 - August 2015
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Critical Thinking, Leadership
Education
Ohio University 2012 — 2016
Accounting and Business Law, Senior
American Showa, Inc. April 2014 - Present
American Showa August 2013 - March 2014
Budros, Ruhlin & Roe, Inc. September 2012 - June 2013
Budros, Ruhlin & Roe, Inc. September 2010 - September 2011
The Law Offices of Weiss & Field June 2009 - September 2009
Skills
Estate Planning, Legal Writing, Legal Research, Westlaw, Microsoft Office, Customer Service, Public Speaking, Non-profits, Research, Market Analysis, Cost Planning, Financial Analysis, Product Development, Benchmarking, Budgeting, Budget Management, Business Planning, Project Planning, Strategic Planning, Business Strategy, Business Development, Microsoft Project, Data Analysis, Competitive Analysis, Portfolio Management, Sales, Microsoft Excel, Nonprofits, PowerPoint
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
Bachelor of Science in Business Adminstration, Finance and Financial Management Services
Benchmark Bank, Ohio July 2014 - Present
Fahey Bank October 2013 - July 2014
Fahey Bank November 2012 - July 2014
Fahey Bank May 2009 - November 2012
Van Winkle Builders August 2007 - April 2009
Budros, Ruhlin & Roe, Inc. June 2006 - August 2007
The Fahey Banking Company May 2005 - August 2005
Skills
Portfolio Management, Investments, Strategic Financial..., Wealth Management, Retirement Planning, Credit Risk, Commercial Banking, Commercial Lending, Risk Management, Financial Risk, Loan Origination, Management, Financial Services, Project Management, Real Estate, Underwriting
Education
Miami University 2002 — 2006
BS in Business, Finance
The Ohio State University September 2009 - Present
Summit Financial Strategies, Inc. December 2004 - Present
Sutliff Financial Planning, Inc. September 1999 - December 2004
Summit Financial Strategies, Inc. June 1997 - September 1999
Townsend Asset Management July 1996 - June 1997
Budros, Ruhlin & Roe, Inc. December 1992 - July 1996
Skills
Retirement Planning, Estate Planning, Personal Tax Planning, Investment Planning, College Education..., Wrongful Death, Certified Divorce..., Certified Financial..., Cash Flow, College Teaching
Education
College for Financial Planning 2000 — 2004
MS, Financial Planning
The Ohio State University 1990 — 1992
BS, Financial Planning
Indus Capital June 2014 - Present
FactSet July 2012 - June 2014
g.Maarifa June 2012 - July 2012
Budros, Ruhlin & Roe, Inc. September 2011 - June 2012
Fisher College of Business October 2011 - May 2012
FactSet Research Systems June 2011 - August 2011
White & Fish, LPA, Inc. July 2008 - June 2011
State of Ohio April 2010 - December 2010
Skills
Java, C++, Matlab, Financial Analysis, Microsoft Excel, Financial Modeling, Research, Analysis, Microsoft Office, PowerPoint, Data Analysis, Economics, Finance, Fixed Income, Bloomberg, Leadership, Equities, Portfolio Management
Education
The Ohio State University 2008 — 2012
Bachelor of Science in Mathematics, Financial Mathematics
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science in Business Administration with Honors, Finance
Upper Arlington High School 2004 — 2008
Budros, Ruhlin & Roe, Inc. March 2008 - Present
New England Financial June 2007 - September 2007
Education
Ohio University 2011 — 2012
Master's degree, Master of Financial Economics
The Ohio State University - The Max M. Fisher College of Business 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Insurance & Risk Management
Budros, Ruhlin & Roe, Inc. August 2014 - Present
Budros, Ruhlin & Roe, Inc. January 2014 - August 2014
Vox Mobile May 2013 - August 2013
National Association of College Stores June 2012 - August 2012
Education
The Ohio State University 2010 — 2013
Bachelor's Degree, Finance (Investment Management)
Budros, Ruhlin & Roe, Inc. August 2015 - Present
Scarlet & Grey Financial January 2014 - Present
Eaton May 2015 - August 2015
Value City Arena at the Jerome Schottenstein Center August 2013 - January 2015
Camp Luther June 2013 - August 2013
Skills
Budgets, Teamwork, Public Speaking, Coaching, Finance, Strategic Planning, Leadership, Team Building, Management, Time Management, Training, Sarbanes-Oxley Act, Internal Controls, Internal Compliance, Internal Audit, International Accounting
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2017
BSBA, Finance
Lebanon High 2009 — 2013
Allegheny County Department of Human Services July 2013 - Present
U.S. Census Bureau June 2012 - August 2012
Budros, Ruhlin & Roe, Inc. September 2009 - July 2011
Budros, Ruhlin & Roe, Inc. May 2008 - August 2008
Case Western Reserve University January 2008 - May 2008
Columbus Blue Jackets May 2007 - August 2007
Skills
Data Analysis, SAS, Microsoft Office, Research, SPSS, Analysis, Microsoft Office Suite, Statistics, Policy Analysis, Program Evaluation, Microsoft Excel, Financial Analysis, Project Management, Econometrics, Tableau, ArcGIS, SQL
Education
Carnegie Mellon University 2011 — 2013
Master of Science, Public Policy and Management (MSPPM)
Case Western Reserve University 2005 — 2009
Bachelor of Science, Management (Concentration in Marketing)
Budros, Ruhlin & Roe, Inc. April 2012 - Present
Norman, Jones, Enlow & Co. December 2010 - April 2012
Deloitte, Private Client Advisory August 2006 - November 2010
Columbus Investment Advisory May 2005 - June 2006
Skills
Tax, Estate Planning, High Net Worth..., Trusts, Manufacturing, Restaurants, Construction, Financial Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2006
Master of Accounting, Accounting
Otterbein University 2002 — 2005
Bachelor of Science, Accounting
Budros, Ruhlin & Roe, Inc. June 2001 - Present
Deloitte & Touche November 1999 - June 2001
Squire, Sanders & Dempsey L.L.P. June 1996 - November 1999
Hahn Loeser & Parks LLP 1993 - 1996
Skills
Finance, Financial Planners, Corporate Finance, Asset Allocation, Investment Management, Analysis, Strategic Planning, Executive Management, Project Management, CPA, Microsoft Excel, Team Leadership
Education
Capital University Law School 1990 — 1993
Doctor of Law (JD)
The Ohio State University 1985 — 1989
BS, Accounting
Budros, Ruhlin & Roe, Inc. 2000 - Present
American Dairy Brands 2000 - 2000
The Ohio State University Athletic Department 1996 - 1999
Education
The Ohio State University - The Max M. Fisher College of Business 1995 — 1999
Bachelor of Science, Finance
Brooke High School 1991 — 1995
WellSpring Divorce Advisors March 2015 - Present
WellSpring Divorce Advisors January 2013 - Present
Source Financial Advisors March 2015 - Present
Applied Behavioral Finances August 2009 - March 2015
Girard Securities, Inc March 2007 - March 2015
Pacific Wealth Management May 2004 - March 2015
Pacific Divorce Management March 2004 - March 2015
Budros, Ruhlin & Roe, Inc. 2003 - 2003
Skills
Wealth Management, Financial Advisory, Wealth, Financial Planners, Investments, Mediation, Strategic Financial..., Wealth Management..., Securities, Asset Management, Retirement Planning, Dispute Resolution, Alternative Dispute..., Estate Planning, Personal Finance, Collaborative Law, Financial Planning, Investment Advisory, High Net Worth..., Retirement, Investment Strategies, Conflict Resolution, Asset Allocation, Mutual Funds, Certified Financial..., Pensions, Alternative Investments, Portfolio Management, Collaborative Practice, Wealth Accumulation, Divorce, Insurance, Certified Divorce..., Collaborative Problem..., Succession Planning, Cash Flow, Saving for Education, Behavioral Finance, Restricted Stock, Financial Advice, Retirement Income..., Insurance Planning, Wealth Transfer, Charitable Giving, Private Wealth..., Divorce and Taxation, Divorce Financial..., Stock Options, Executive Compensation, Collaborative Divorce
Education
The Ohio State University 1999 — 2003
Bachelor, Family Financial Management
Budros, Ruhlin & Roe, Inc. June 2012 - Present
The Ohio State University September 2010 - May 2013
Budros, Ruhlin & Roe, Inc. June 2012 - April 2013
Skills
Microsoft Excel, Junxure, Microsoft Word, PowerPoint, Laserfiche, Access, Outlook, PortfolioCenter, iRebal, Customer Service, Time Management, Teamwork, Interviews, Leadership, Microsoft Office, Financial Planning, Wealth Management, Retirement Planning, Investments, Public Speaking
Education
The Ohio State University 2009 — 2013
Bachelor's degree, Consumer and Family Financial Services
Dawson Careers February 2014 - Present
Budros, Ruhlin & Roe, Inc. September 2014 - October 2014
Discover Financial Services August 2014 - September 2014
The Garden City Group, Inc. July 2014 - August 2014
DSW, Inc., Shoephoria! March 2014 - April 2014
Riverwatch Tower Condominium Association March 2014 - April 2014
Research Design Group February 2014 - April 2014
Heinzerling Law Office February 2014 - April 2014
Mount Carmel Health System January 2007 - September 2013
Amigo Family Counseling, LLC November 2012 - July 2013
Skills
Communication, Assessed, Social Listening, Helping Clients, Console, Customer Support, Entertainment, Employee Training, Teamwork, Social Services, Investigation, Information Gathering, Resolving Issues, Process Improvement, Process Simplification, Work Simplification, Community Participation, Participant Observation, Volunteering, Organization Skills, Computer Proficiency, Data Collection, Data Entry, Registration, Insurance Verification, Financial Services, Cash Handling, Handle Confidential..., Medical Records, General Correspondence, Revisions, Editing, Online Research, Filing, Cash Register, Administrative...
Education
Marion Technical College 1980 — 1983
Associate of Applied Business, General Office Occupations and Clerical Services
Marion Technical College 1980 — 1983
Associate's degree, Business Administration and Management, General
Budros, Ruhlin & Roe, Inc. July 2010 - Present
JFS Wealth Advisors April 2008 - May 2010
Education
Boardman High School
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Business Administration (BBA), Finance, cum laude
Budros, Ruhlin & Roe, Inc. October 2014 - Present
Ernie Green Industries January 2006 - October 2014
Mills Pride 2005 - 2006
Circle Plastics 2003 - 2005
TNC, Inc. 2000 - 2002
Western & Southern Life 1999 - 2000
Basell Polyolefins 1987 - 1998
Skills
Recruiting, Employee Relations, Leadership, Onboarding, Process Improvement, Management, Employee Benefits, Deferred Compensation, Continuous Improvement, Temporary Placement, Training, HRIS, Manufacturing, Lean Manufacturing, Conflict Resolution, Strategy, Talent Acquisition, Benefits Administration, Performance Management, Workforce Planning, Talent Management, Coaching, Succession Planning, Applicant Tracking..., HR Policies, Operations Management, Payroll, Labor Relations, Policy, Benefits Design, Workers Compensation, Compensation & Benefit, Union Avoidance, Employee Training, Organizational..., New Hire Orientations, Project Management, Employment Law..., FMLA, College Recruiting, Employee Wellness, M&A experience, Performance Metrics, Strategic Policy...
Education
Franklin University 2004 — 2006
MBA, Focus on Strategic Human Resources Concepts
Franklin University
BS, Human Resources Management
Franklin University
BS, Business Administration
Citi June 2015 - Present
GE Capital June 2014 - Present
Budros, Ruhlin & Roe, Inc. May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office
Education
Gettysburg College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Budros, Ruhlin & Roe, Inc. August 2002 - Present
Sound Futures, Inc. March 2001 - August 2002
Fidelity Investments May 1994 - February 1998
Skills
Estate Planning, Financial Modeling, Financial Analysis, Tax, Entrepreneurship, Microsoft Excel, Retirement Planning, Investments, Wealth Management, Project Management, Portfolio Management
Education
Berea College 1989 — 1994
Bachelor of Science (BS)
Budros, Ruhlin & Roe, Inc. July 2011 - Present
Budros, Ruhlin & Roe, Inc. January 2009 - July 2011
Budros, Ruhlin & Roe, Inc. June 2003 - January 2009
Budros, Ruhlin & Roe, Inc. June 2002 - June 2003
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Investments, Financial Analysis, Portfolio Management, Financial Modeling, Investment Advisory, Estate Planning, Asset Management, Financial Reporting, Financial Planners, Microsoft Excel, Tax, Data Analysis, Customer Service, Entrepreneurship, Microsoft Office, Team Leadership, Project Management
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2011
Master of Business Administration (MBA)
The Ohio State University 1997 — 2002
Bachelor of Science (B.S.) Human Ecology, Family Financial Management
Budros, Ruhlin & Roe, Inc. November 2013 - Present
Hamilton Capital Management July 2000 - October 2013
Education
Bucknell University 1983 — 1987
Bachelor of Arts (BA), History
J.P. Morgan Asset Management March 2015 - Present
DiPerna Economic Development Advisors August 2014 - January 2015
Budros, Ruhlin & Roe, Inc. September 2013 - May 2014
The Ohio State University September 2009 - May 2014
Quicken Loans June 2013 - September 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Data Analysis, Statistics, Social Media, Teamwork, Time Management, Social Networking
Education
The Ohio State University 2009 — 2014
Bachelor of Science (BS), Business Administration with specialization in Finance
Budros, Ruhlin & Roe, Inc. November 2007 - Present
Skills
Financial Planning, Retirement Planning, Wealth Management, Estate Planning, Microsoft Excel
Education
The Ohio State University 2004 — 2008
Bachelor of Science (B.S.), Financial Planning and Services
Budros, Ruhlin & Roe, Inc. September 2014 - Present
Budros, Ruhlin & Roe, Inc. May 2005 - Present
Skills
Certified Financial..., Wealth Management, Retirement Planning, Estate Planning, Portfolio Management, Asset Management, Wealth Management..., Retirement, Personal Financial..., Investment Advisory, Investments, Finance, Financial Planning, Wealth, Financial Analysis, Investment Management, Asset Allocation, Insurance, Financial Modeling, Mutual Funds
Education
The Ohio State University 1999 — 2001
Bachelor of Science (BS), Family Financial Management
Ohio Wesleyan University 1998 — 1999
Budros, Ruhlin & Roe, Inc. September 1987 - Present
Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Investments, Estate Planning, Asset Management, Retirement, Personal Finance, Financial Advisory, Asset Allocation, Investment Management, Investment Strategies, Financial Planners, Portfolio Management, Wealth Management..., Mutual Funds, Entrepreneurship, Financial Analysis, Financial Modeling
Education
Otterbein University 1977 — 1979
BA, Business Administration
Ohio University
Charles Schwab September 2012 - Present
Charles Schwab & Co. Inc. October 2006 - September 2012
AIG SunAmerica January 2006 - October 2006
Midwood Investments July 2005 - December 2005
Fifth Third Bank June 2001 - July 2005
BISYS Fund Services June 2001 - July 2005
Money Minds LLC March 2001 - June 2001
Budros, Ruhlin & Roe, Inc. February 1998 - February 2001
UPS September 1995 - June 1998
The Jacob Company 1997 - 1998
Education
The Ohio State University 1995 — 1998
Bachelor of Science, Actuarial Science
University of Arizona 1994 — 1995
No Degree, Mathmatics
William Carey University 1992 — 1993
No Degree, Mathmatics
US Airforce 1992 — 1992
No Degree, Avionics
University of Cincinnati 1989 — 1992
No Degree, Mechanical Engineering
Edison State Community College 1988 — 1989
NO Degree, Auto CAD/Engineering Design
The Ohio State University 1987 — 1989
No Degree, Physics / Philosophy / Mechanical Engineering
Sidney High School 1984 — 1987
Budros, Ruhlin & Roe, Inc. September 2012 - Present
Financial Planning Association of Central Ohio January 2012 - December 2013
Waller Financial Planning Group August 2005 - September 2012
Nationwide Financial 2004 - 2005
Nationwide Financial 2004 - 2005
Skills
Financial Planning, Wealth Management, Investment Advisory, Retirement Planning, Estate Planning, Asset Management, Insurance Planning
Education
Franklin University 2002 — 2005
BS, Finance
JPMorgan Chase May 2013 - November 2013
Huntington National Bank February 2012 - March 2013
Huntington National Bank June 2009 - February 2012
Pacer Global Logistics, Inc. June 2008 - May 2009
McCarthy and Cox Retirement and Estate Specialists, LLC. August 2007 - March 2008
Budros, Ruhlin & Roe, Inc. February 2007 - August 2007
Sprint Nextel January 2006 - February 2007
sprint January 2003 - January 2006
Skills
Credit Analysis, Credit, Microsoft Excel, Excel Pivot, VBA, SQL, Oracle SQL Developer, Risk Management, Credit Risk, Financial Risk, Risk Assessment, Risk Analysis, Training Delivery, Hands-on Training, Financial Reporting, UAT coordination, SDLC, Macro, Corporate Finance, Finance, Report Writing, Banking, Loans
Education
Franklin University 2008 — 2009
Bachelors, Corporate Finance
The Ohio State University 2001 — 2007
Bachelors of Science, Personal Finance
WealthStone October 2012 - Present
Team Fishel 2001 - 2012
Budros, Ruhlin & Roe, Inc. 2001 - 2001
Kegler Brown Hill & Ritter 1994 - 2000
KPMG 1989 - 1991
Skills
Mergers, Business Planning, Investment Management, Investment Banking, Business Strategy, Wealth Management, Strategic Planning, Negotiation, Due Diligence, Strategic Financial..., Team Building, Contract Negotiation, Contract Negotiations
Education
The Ohio State University Moritz College of Law 1991 — 1994
Doctor of Law (J.D.)
The Ohio State University 1985 — 1989
Bachelor of Science in Business Administration, Accounting
Upper Arlington High School
Budros, Ruhlin, & Roe Inc. September 2007 - Present
Budros, Ruhlin & Roe, Inc. October 2003 - September 2007
GameStop 2001 - 2002
Marshall University 1997 - 2001
Skills
Financial Reporting, Account Reconciliation, Software Implementation, Financial Analysis, Data Analysis, Analysis, Asset Management, Process Improvement, Business Analysis, Microsoft Excel, Financial Services, Customer Service, Microsoft Office, Software Documentation, Team Leadership, Accounting, CRM, Junxure, Portfolio Performance..., Data Management, Data Entry, FinTech, Laserfiche
Education
Marshall University 1995 — 2000
BA, Sports Business
Summit Financial Strategies, Inc. July 1996 - Present
Budros, Ruhlin & Roe, Inc. January 1992 - June 1996
Skills
Wealth Management, Strategic Financial..., Retirement, Financial Advisory, Retirement Planning, Investment Advisory, Investment Management, High Net Worth..., Finance, Estate Planning, Asset Managment, Mutual Funds, Investments, Asset Allocation, Investment Strategies, Personal Financial..., Wealth Management..., Financial Planners, Wealth, 401k
Education
The University of Akron 1987 — 1991
BSBA, Finance
Brinker Capital July 2015 - Present
Brinker Capital January 2013 - July 2015
Brinker Capital June 2010 - January 2013
Budros, Ruhlin & Roe, Inc. February 2007 - June 2010
Skills
Investments, Mutual Funds, Investment Strategies, Separately Managed..., Fund Of Funds, Investment Management, Asset Allocation, Alternative Investments, Asset Management, Due Diligence, Portfolio Management, Equities, Fixed Income
Education
The Ohio State University Fisher College of Business 2002 — 2007
BSBA, Finance & Economics
Northwest Real Estate Services LLC December 2008 - Present
Fountain City Appraisals June 2004 - Present
Stoney Ridge Realty June 2004 - December 2008
Superior Appraisal Group December 1999 - April 2006
Five County Appraisal Services March 1998 - October 1999
Budros, Ruhlin & Roe, Inc. March 1996 - March 1998
Ohio Manufactured Housing Association November 1990 - January 1996
Skills
Short Sales, Public Speaking, Real Estate, Marketing, Appraisals, Sellers, Foreclosures, Investment Properties, REO, Relocation, Condos, Contract Negotiation, Single Family Homes, Residential Homes, First Time Home Buyers, FHA, New Home Sales, Buyer Representation, Rentals, Refinance, Commercial Real Estate, Customer Service, Management, Strategic Planning, Investors
Education
Franklin University 1991 — 2009
Marketing
Ohio Northern University 1988 — 1990
Biology
Budros, Ruhlin & Roe, Inc. June 2001 - Present
Skills
Wealth Management, Investment Advisory, Retirement Planning, Estate Planning, Strategic Financial..., Portfolio Management, Retirement, Financial Analysis, Pensions, Certified Financial..., Saving for Education, Wealth Management...
Education
Ohio University 2004 — 2006
Master of Financial Economics, Economics
The Ohio State University 1997 — 2001
BS, Financial Management
UPMC January 2015 - Present
UPMC October 2012 - Present
UPMC Hamot December 2008 - October 2012
Budros, Ruhlin & Roe, Inc. August 2005 - May 2007
Skills
Technical Support, Printers, Disaster Recovery, Programming, Testing, Active Directory, Healthcare Information..., Troubleshooting, Windows Server, Computer Hardware, VMware, EMR, Servers, Web JetAdmin, Hardware, Networking, Healthcare, Data Analysis, Hospitals
Education
Gannon University 2000 — 2004
Bachelor's of Science, Management Information Systems
Gannon University 2000 — 2004
Bachelor of Science (B.S.), Management Information Systems, General
Budros, Ruhlin & Roe, Inc. July 2015 - Present
The Ohio Department of Taxation January 2014 - June 2015
Summit Financial Strategies, Inc. August 2013 - December 2013
Fawcett Center May 2012 - January 2013
Uniprint December 2011 - April 2012
Mt. Vernon Country Club June 2010 - September 2010
Skills
Personal Financial..., Customer Service, Microsoft Office, Time Management, Wealth Management, Tax Preparation
Education
The Ohio State University 2009 — 2013
Bachelor of Science (BS), Consumer and Family Financial Services
Utica High School 2005 — 2009