Capital Planners
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Capital Planners Employees
Leverage Global Partners September 2013 - Present
Urbanspoon 2012 - 2013
Urbanspoon 2012 - 2013
Accounting Principals 2010 - 2012
Bank of America 2008 - 2010
Capital Planners 2006 - 2009
Skills
Sales Management, Creative Writing, Building Relationships, Social Media Marketing, Marketing Communications, Presentations, Proofreading, Creative Strategy, New Business Development, CRM, Leadership, Sales, Business Development, Management, Marketing, Customer Service, Marketing Strategy
Education
John Carroll University
Political Science/Communications
Capital Planners April 2013 - Present
H&B Insurance Group 2011 - Present
Skills
Insurance, Commercial Insurance, Fundraising, Sales Management, B2B, Competitive Analysis, Strategic Planning, Account Management, Financial Services, Social Media, Event Planning, Life Insurance, Customer Service
Education
The Ohio State University
Koski DePaul Dental Group April 2014 - Present
Capital Planners March 2008 - Present
Capital Planners March 2008 - April 2014
Heritage Distributors/ Miller Brewing Co December 2001 - December 2011
Farmers Insurance June 2007 - December 2007
Farmers Insurance District Office June 2007 - November 2007
State Farm Insurance January 2006 - June 2007
State Farm Insurance 2005 - 2007
Progressive Insurance March 2004 - March 2005
Lake Hospital September 2001 - September 2004
Skills
Recruiting, Leadership, Management, Marketing, Employee Benefits, Customer Service, Insurance, Interviews, Microsoft Excel, Outlook, Sales, Training
Education
Cleveland State University
Business Administration
Cleveland State University
Communications and Marketing as well as business management studies
Hondros College of Business
Communications and Marketing as well as business management studies
Capital Planners June 2015 - August 2015
Republican Party of Kentucky September 2014 - October 2014
Maui Wowi July 2011 - June 2012
Skills
Event Planning, Marketing, Customer Service, Social Media, Microsoft Office, Public Speaking, Sales, Leadership
Education
University of Kentucky 2012 — 2016
Integrated Strategic Communications
MassMutual and The Innova Financial Group September 2013 - Present
Skylight Financial Group February 2009 - August 2013
National Planning Corporation 2006 - January 2009
Capital Planners August 1998 - June 2006
Education
The Ohio State University Fisher College of Business 1995 — 1998
B.A., Finance, Marketing
C. Willy Zackwrite January 2015 - Present
Hooplife Academy October 2010 - Present
Wiredrive August 2014 - October 2014
Merrill Lynch June 2012 - September 2013
Morgan Stanley Smith Barney September 2010 - June 2012
AXA Advisors February 2010 - August 2010
Munger, Tolles & Olson August 2007 - January 2010
Matrix Legal Ltd. August 2007 - February 2008
Capital Planners May 2006 - August 2006
Education
University of Southern California 2004 — 2008
B.A., Political Science, International Relations
The University of Queensland 2007 — 2007
University of Virginia 2006 — 2006
Costa Rican Rainforest Outward Bound School 2003 — 2003
Spanish, Leadership
Cheverus High School 1999 — 2003
Advanced Placement
Limbach Company September 2015 - Present
Huntington National Bank July 2013 - May 2015
Capital Planners May 2012 - August 2012
Miami University Employee Health and Wellbeing January 2011 - December 2011
PSK Steel May 2011 - August 2011
Skills
Microsoft Excel, Data Analysis, Forecasting, Financial Modeling, Microsoft Office, SQL, Oracle SQL, Database Design, Quantative Analysis, SAS, Minitab, Financial Risk..., Equity Derivatives, Debt Restructuring, Credit Analysis, Team Leadership
Education
Miami University 2009 — 2013
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Liberty High School 2005 — 2009
Oswald Companies January 2004 - Present
Capital Planners January 2001 - January 2004
URS Corporation September 1988 - January 2001
Education
The Ohio State University Fisher College of Business 1982 — 1986
B.S., Finance and Production & Operations Management
Gallagher Bassett Services, Inc. October 2014 - Present
ESIS September 2010 - September 2014
Hat Trick Hockey August 2009 - September 2010
Capital Planners May 2010 - August 2010
Gilmour Academy August 2009 - March 2010
Skills
Risk Management, Management, Analysis, Leadership, Employee Benefits, Entrepreneurship, Workers Compensation, Claim, Time Management, Negotiation, Insurance, Teamwork, SDLC, Finance, Financial Analysis, Customer Service, Financial Risk, Claim Investigation, Microsoft Office, Microsoft Excel, Administration, Access, Claims Management
Education
Ohio University 2004 — 2009
B.B.A., Finance