Butler Wick
Industry: Company
DescriptionHeadquarters: Youngstown, OH Founded: 1926 Parent organization: Stifel
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Butler Wick Employees
JPMorgan Chase October 2011 - Present
JPMorgan Chase July 2008 - October 2011
UBS January 2007 - July 2008
Butler Wick 2008 - 2008
Skills
Financial Reporting &..., Forecasting, Planning, SAP, Essbase, Business Objects, Business Management, Business Case..., Microsoft Office, Financial Analysis, Corporate Finance, Management, Strategic Planning, Financial Modeling, Finance, Project Planning, Analysis, Business Analysis
Education
Capital University 2012 — 2014
Master of Business Administration (MBA), Finance
The Ohio State University 2003 — 2008
Bachelor of Science (BS), Economics
Catalyst Corporate FCU November 2004 - Present
Primary Financial Company LLC August 1996 - August 2002
Butler Wick January 1994 - August 1996
Skills
Portfolio Management, Investments, Asset Managment, Equities, Fixed Income, Asset Allocation, Wealth Management, Valuation, Financial Modeling, Equity Research, Risk Management, Securities, Financial Services, Finance, Trading, Asset Management, Financial Analysis, Banking, Bonds, Investment Management
Education
Capital University - School of Management 1989 — 1992
MBA, Banking, Economics
University of Miami
BS, Physiology
Passages, Inc. August 2014 - Present
Cadence Premier Solutions November 2012 - August 2014
Panther Expedited Services January 2012 - November 2012
Panther Expedited Services January 2011 - January 2012
Figur8 Promotions November 2007 - December 2010
Butler Wick September 2005 - September 2007
Skills
Public Speaking, Presentations, Project Planning, Cold Calling, Music Production, Musicians, Promotions, Supply Chain Management, Expediting, Training, Guitarist, Vocalist, Marketing Strategy, Financial Analysis, Freight Transportation, Freight Brokerage, Freight Forwarding, Account Management, Sales, Logistics, Truckload, Customer Service, Marketing, Sales Process, Transportation, Trucking, LTL, Supply Chain, Sales Operations, Freight, Shipping, Inside Sales, New Business Development, Networking
Education
Berklee College of Music 2008 — 2013
Music Business
Kent State University
Bachelor of Arts (B.A.), Organizational Communication, General
Western & Southern Financial Group November 2012 - Present
Western & Southern Financial Group August 2009 - November 2012
National City Bank January 2009 - August 2009
WRP Investments, Inc. August 2004 - December 2008
Butler Wick May 2000 - August 2001
Education
College for Financial Planning 2012 — 2013
CERTIFIED FINANCIAL PLANNER™ Certification Professional Education Program
Miami University 2000 — 2004
Bachelor of Science in Business, Major: Finance, Minor: Marketing
Austintown Fitch High School 1996 — 2000
Alcyon Wealth Partners July 2008 - Present
Butler Wick March 2002 - July 2008
Kansas City Chiefs Football Club June 1998 - February 2002
Education
The Ohio State University 1993 — 1998
Bachelor of Science, Sports Management
Charles Schwab January 2007 - Present
Bright Trading / PairCo 2005 - 2006
Butler Wick May 2004 - June 2005
Education
The Ohio State University 1994 — 1996
Bachelor of Science (BS), Finance, General
The Ohio State University - The Max M. Fisher College of Business 1994 — 1996
Bachelor of Science (BS), Finance, General
Corporate One Federal Credit Union October 2009 - Present
Butler Wick April 2005 - March 2009
KeyBanc Capital Markets 1999 - 2004
Skills
Investments, Portfolio Management, Trading, Series 7, Structured Products, Financial Services, Series 63, Bloomberg, Securities, Fixed Income, Bonds, Series 24, Financial Analysis, Mutual Funds, Asset Allocation
Education
Ohio University 2009 — 2010
Master of Science, Financial Economics
The Ohio State University 1994 — 1998
Walsh Jesuit High School
Mahoning County Ohio March 2015 - Present
Cutter & Company, Inc. December 2009 - December 2012
Regional CPA Firm October 2009 - June 2012
Butler Wick June 1997 - August 2009
Lincoln Savings Bank October 1991 - January 1995
Pittsburgh Steelers 1988 - 1991
Skills
Series 63, Financial Markets, Series 7, FINRA, Series 24, Series 27, Human Resources, Risk Management, Employee Benefits, Investments, Strategic Financial..., Finance, Equities, Hedge Funds, Retirement Planning, Accounting, Financial Services, Financial Reporting, Financial Analysis, Financial Planning
Education
Weatherhead School of Management at Case Western Reserve University 1975 — 1977
MBA, Banking & Finance
John Carroll University 1968 — 1972
AB, Economics
Master Credit Consultants dba Lienmaster August 2007 - Present
Butler Wick September 2006 - August 2007
Education
Towson University
Bachelor of Science, Business Administration
Suburban Temple – Kol Ami January 2012 - Present
Suburban Temple - Kol Ami 2012 - Present
Caring Tree for Seniors April 2011 - Present
News Herald May 2012 - July 2012
Angel Care 4 U 2010 - 2012
Signature Health May 2009 - December 2009
Ciuni & Panichi January 2008 - December 2008
American Lung Association of Ohio March 2007 - July 2007
Butler Wick July 2003 - August 2006
Merrill Lynch September 1995 - November 2002
Education
University of Phoenix
Associates Degree, Business