C.H. Dean

Industry: Company

Description

Founded: 1965 Subsidiaries: Dean Financial Services LLC, Dean Investment Associates, LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos Moved, closed, or was never hereReportC.H. Dean, LLCWebsiteDirections Saved (0) Saved Save Financial planner in Beavercreek, Ohio Address: 3500 Pentagon Blvd Suite 200, Beavercreek, OH 45431 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (937) 222-9531Website: : : Category: : : Place name: : : Website: http://www.chdean.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. 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 C.H. Dean, LLC Posting publicly on the Web Write a review Reviews Be the first to review

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C.H. Dean Employees

Employee
Years
Job
Industry
Mary Whittington Mary Whittington Columbus, Ohio Area Details
Mary Whittington's C.H. Dean Experience January 2014 - April 2014
Job Student at The University of Dayton
Industry Accounting
Experience
C.H. Dean   January 2014 - April 2014
University of Dayton  September 2011 - January 2014
The Ohio State University  May 2013 - June 2013
Northwest Swim Club  May 2008 - September 2012

Skills
Student Leadership, PowerPoint, SPSS, Student Affairs, Student Development, Event Planning, Accounting, Research, Time Management, Public Speaking, Social Networking, Leadership, Facebook

Education
University of Dayton   2011 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Management Information Systems

The Ohio State University   2014 — 2014
Bachelor of Business Administration (B.B.A.), Accounting

Jake Brooks Jake Brooks Dayton, Ohio Area Details
Jake Brooks's C.H. Dean Experience May 2013 - Present
Job Trader/Investment Analyst at C.H. Dean
Industry Financial Services
Experience
C.H. Dean   May 2013 - Present
C.H. Dean, Inc   May 2011 - May 2013
CH Dean  February 2009 - May 2011
Brandywine Country Club  May 2008 - August 2008
All Star Paintball   August 2005 - June 2007

Education
University of Dayton   2007 — 2011
Bachelor of Science (BS), Finance, Entrepreneurship

Erin Hassler Erin Hassler Cleveland, Ohio Details
Erin Hassler's C.H. Dean Experience September 2006 - March 2009
Job Research Analyst at Hartland
Industry Investment Management
Experience
Hartland  February 2013 - Present
Hartland  March 2009 - January 2013
C.H. Dean   September 2006 - March 2009
C.H. Dean   April 2004 - September 2006

Skills
Investments, Portfolio Management, Financial Modeling, Research, Microsoft Excel, Zephyr Style Advisor, Financial Analysis, Asset Management, Due Diligence, Fixed Income, Finance, Asset Allocation, Mutual Funds, Analysis

Education
Baldwin Wallace University   2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General

Kent State University   1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General

Dave Whipp Dave Whipp Dayton, Ohio Area Details
Dave Whipp's C.H. Dean Experience May 1987 - May 2001
Job Senior Associate at C.H. Dean, Inc
Industry Investment Management
Experience
C.H. Dean, LLC   July 2011 - Present
Transamerica Investment Management, LLC  July 2001 - July 2011
C.H. Dean, Inc   May 2001 - July 2001
C.H. Dean   May 1987 - May 2001

Education
Sinclair Community College   1994 — 1999
Business

Michael J. Buckner, CLU, ChFC, CPC, QPA, QKA Michael J. Buckner, CLU, ChFC, CPC, QPA, QKA Cincinnati, Ohio Details
Michael J. Buckner, CLU, ChFC, CPC, QPA, QKA's C.H. Dean Experience 1991 - September 1996
Job Assistant Vice President of Advanced Markets, Western & Southern Financial Group
Industry Financial Services
Experience
The Impact Partnership  August 2013 - May 2014
GamePlan Financial Marketing, LLC.   August 2009 - August 2013
Prudential Financial  April 2007 - August 2009
AXA  September 1996 - December 2006
C.H. Dean   1991 - September 1996

Skills
Retirement Planning, Estate Tax Planning, Conference Speaking, Qualified Retirement..., Social Security Planning, Technical Writing, Microsoft Office, Public Speaking, Microsoft Excel, Marketing, Sales Presentations, Management, Project Management, Microsoft Word, Leadership, Sales, PowerPoint, Negotiation, Insurance, Investments, Finance, Retirement, Mutual Funds

Education
University of Dayton   1987 — 1990
Bachelor's Degree, Communications Management - Minor in Economics and Marketing

University of Dayton

Kendra Vennekotter Kendra Vennekotter United States Details
Kendra Vennekotter's C.H. Dean Experience May 2014 - Present
Job Staff Accountant at C.H. Dean
Industry Accounting
Experience
C.H. Dean   May 2014 - Present
UDit   January 2010 - June 2013

Skills
Accounting, Teamwork, Microsoft Office, Time Management, Accounts Receivable, Customer Service, Leadership, Data Analysis, Finance, Financial Accounting, Strategic Financial..., Tax Preparation, Tax Advisory, Analysis, Microsoft Excel, Microsoft Word, Financial Planning

Education
University of Dayton   2009 — 2014
Master of Business Administration, Accounting

Miller City-New Cleveland High School   2004 — 2009
High School Diploma

Cory D.D. Miller Cory D.D. Miller Dayton, Ohio Area Details
Cory D.D. Miller's C.H. Dean Experience June 2013 - Present
Job Corporate Relations Manager
Industry Financial Services
Experience
C.H. Dean   June 2013 - Present
C.H. Dean   July 2009 - May 2013
C.H. Dean   July 2007 - June 2009
University of Dayton  January 2007 - May 2009

Skills
New Business Development, Business Networking, Professional Networking, Public Speaking, Salesforce.com, Sales Support, Business Relationship..., Marketing, Social Media, Event Planning, Young Professionals..., Speaking Engagements, Business Process..., Analysis, Fundraising, Sales Operations, Corporate Relations, Strategic Planning, Account Management, Customer Service, Business Development, Data Analysis, Facebook, Leadership, Sales, Microsoft Office, Financial Analysis, Networking, Corporations

Education
University of Dayton   2005 — 2009
Bachelor of Arts in Psychology, Concentration in Philosophy

Carroll High School   2001 — 2005

Brian A. Bird, CFA Brian A. Bird, CFA Washington D.C. Metro Area Details
Brian A. Bird, CFA's C.H. Dean Experience January 2007 - March 2007
Job
Industry Investment Management
Experience
Fannie Mae  July 2010 - Present
ISS l An MSCI Brand   February 2010 - June 2010
University of Cincinnati - Investment Officies   June 2007 - June 2008
C.H. Dean   January 2007 - March 2007

Skills
Investments, Due Diligence, Asset Allocation, Finance, Private Equity, Asset Management, Financial Analysis, Hedge Funds, Valuation, Risk Management, Financial Modeling, Bloomberg, Portfolio Management, Equities, Mergers, Microsoft Excel, Equity Research, Data Analysis

Education
University of Illinois at Urbana-Champaign - College of Business   2008 — 2009
Master of Science in Finance, Asset Management

University of Cincinnati College of Business   2004 — 2008
BBA, Finance

PHS

Christopher Cowlen Christopher Cowlen Cincinnati, Ohio Details
Christopher Cowlen's C.H. Dean Experience January 2013 - April 2013
Job Assurance Staff at EY
Industry Accounting
Experience
EY  September 2014 - Present
University of Dayton  May 2012 - May 2014
C.H. Dean   January 2013 - April 2013
Hacienda Mexican Restaurant   June 2007 - August 2011
Lasco Foods Inc.   May 2008 - August 2008

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Research, Customer Service, Public Speaking, Teamwork, Event Planning, Public Relations, Time Management

Education
University of Dayton   2009 — 2014
Master of Business Administration, Bachelor of Science (B.S.), Accounting

Penelope Lowery Penelope Lowery Dayton, Ohio Area Details
Penelope Lowery's C.H. Dean Experience 1990 - 2000
Job owner at P.A. Lowery Art Tiles & Vessels
Industry Design
Experience
P.A. Lowery Art Tiles & Vessels and Calusa Clay   2000 - Present
C.H. Dean   1990 - 2000

Education
Art Academy of Cincinnati   1980 — 1982
Graphic Design, Photography

Transylvania University   1969 — 1973
B.S., Studio Art

Alec Goecke Alec Goecke Rocky River, Ohio Details
Alec Goecke's C.H. Dean Experience April 2009 - April 2010
Job Vice President of Sales at ShieldMark Inc. Mighty Line
Industry Business Supplies and Equipment
Experience
ShieldMark, Inc.   May 2014 - Present
ShieldMark, Inc.   May 2011 - May 2014
ShieldMark, Inc.   May 2010 - October 2011
C.H. Dean   April 2009 - April 2010

Skills
Account Management, Sales, Marketing, Leadership, New Business Development, Sales Operations, Forecasting, Sales Process, Salesforce.com, Direct Sales, Customer Service

Education
University of Dayton   2007 — 2011
Bachelor's degree, Finance, General

University of Dayton   2007 — 2011
Finance, General

Christopher Tope Christopher Tope Mason, Ohio Details
Christopher Tope's C.H. Dean Experience August 1987 - December 1988
Job Shareholder at Tope CPA Firm, LLC
Industry Accounting
Experience
Adams, Tope and Moore, CPAs   July 1996 - June 2015
Clark, Schaefer, Hackett & Co.   January 1989 - June 1996
C.H. Dean   August 1987 - December 1988
Miami University  September 1984 - August 1987

Education
Miami University   1983 — 1984
Master of Accountancy, Accounting

Ohio University   1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting

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