CIG Corp.
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CIG Corp. Employees
Prayer for Busy People January 1990 - Present
Atlanta Presbyterian Church January 2005 - December 2013
Tyrrell Insurance October 1988 - January 2007
CIG Corp. July 1982 - January 1988
Skills
Gospel, Church Events, Preaching, Theology, Pastoral Care, Religion, Church History, Pastoring, Discipleship, Public Speaking, Spiritual Direction, Pastoral Theology, Religious Studies, Pastoral, Pastoral Counseling, Church Administration, Missions, Expository Preaching, Leadership, Exegesis, Church Consulting, Biblical Studies, Bible, Church Growth, Biblical Teaching, Liturgy, Pastors, Ministry Development, Practical Theology, Apologetics, Youth Ministry, Christian Theology, Homiletics, Hermeneutics, Ministry Leadership, Fundraising, Volunteer Management, Nonprofits, Community Outreach, Leadership Development, Teaching
Education
Harvard University 1965 — 1968
S.T.B., Old Testament Studies
Brown University 1961 — 1965
BA, Ancient Near Eastern Language and Culture
Columbia Theological Seminary 2005 — 2008
Certificate in Spiritual Formation, Prayer and Meditation
CIG Corp February 2013 - Present
Skills
Microsoft Excel
Education
Menlo College 2013 — 2015
Cañada College 2011 — 2013
Associate of Arts (AA), Associates of Science (AS), Economics, Business Administration
Planning Alternatives January 2015 - Present
Hilliard Lyons March 2013 - January 2015
CIG Corp. May 2012 - February 2013
Comerica Bank June 2011 - May 2012
UBS Wealth Management July 2009 - June 2011
UBS Wealth Management July 2007 - June 2009
Skills
Wealth Management, Series 7, Strategic Financial..., Financial Analysis, Investments, Wealth Management..., Retirement Planning, Financial Modeling
Education
Wayne State University Law School 2003 — 2006
Juris Doctor, Cum Laude
University of Michigan 1999 — 2003
Bachelor of Arts, Economics
Northern Trust July 2013 - Present
Robert W. Baird & Co. May 2012 - August 2012
CIG Corp. May 2011 - August 2011
Eli Broad College of Business - Michigan State University September 2009 - May 2011
UBS May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Financial Services, Fund Accounting, Microsoft Office, Research
Education
Michigan State University 2009 — 2013
Bachelor of Arts (B.A.), Finance
Seneca Partners June 2014 - Present
CIG Corp. August 2013 - March 2014
Versaille Capital March 2011 - March 2013
Skills
Mergers & Acquisitions, Corporate Finance, Valuation, Acquisitions, Equities, Securities Regulation, Corporate Law, Portfolio Management, Analysis, Private Equity, Financial Modeling, Investment Banking, LBO, Strategy
Education
University of Michigan Law School 2009 — 2012
Doctor of Law (JD), Law
Oakland University 2005 — 2009
Bachelor of Arts (B.A.); magna cum laude, International Relations (International Economics & Political Science)
Investment Banking Institute - Chicago, IL 2008 — 2008
8 week comprehensive valuation, corporate finance, and financial modeling course
Comerica Bank March 2015 - Present
Portfolio Solutions, LLC September 2012 - October 2014
Freedom One Investment Advisors July 2011 - September 2012
JPMorgan November 2009 - July 2011
CIG Corp. June 2006 - November 2009
Franklin Templeton Group 2005 - 2006
Skills
Mutual Funds, Asset Allocation, Investments, Financial Modeling, Portfolio Management, Bloomberg Terminal, Securities, Finance, Asset Management, Investment Management, Retirement Planning, Investment Strategies, Equities, ETFs, Morningstar, Wealth Management, Trading, Investment Advisory, Capital Markets, Valuation, Risk Management, Equity Research, Financial Planning, Microsoft Office Suite, Financial Analysis, Financial Services, Bonds, Financial Advisory, Albridge Solutions..., Analysis, Due Diligence, Fixed Income, Alternative Investments, Private Equity, Options, Financial Risk, Bloomberg, Hedge Funds
Education
Oakland University 1999 — 2003
Bachelor of Science (B.S.), Management Information Systems, General Business, 3.23; Departmental Honors.
CFA Institute
Investments and Securities, Passed Level I of the Chartered Financial Analyst Examination
College for Financial Planning 2014 — 2015
Chartered Retirement Planning Counselor, Financial Planning and Services, TBD
Just Power May 2012 - Present
Coalition on Regional Equity December 2008 - November 2011
Avondale Glen Elder Neighborhood Association March 2004 - November 2009
Democratic Party of Sacramento County July 2008 - November 2008
CIG Corp. 2004 - 2006
Skills
Investments, Financial Analysis, Financial Modeling, Project Management, Policy Analysis, New Business Development, Real Estate Economics, Wealth Management, Business Planning, Affordable Housing, Analysis, Capacity Building, Coalitions, Community Development, Community Outreach, Fundraising, Government, Leadership, Nonprofits, Policy, Politics, Program Development, Program Management, Public Policy, Public Speaking, Strategic Planning, Strategy
Education
University of California, Davis 2008 — 2009
California State University-Sacramento 2006 — 2008
Bachelor of Arts (B.A.), Government
San Francisco State University 1997 — 2000
Bachelor of Arts (B.A.), Broadcast and Electronic Communication Arts
Charles Schwab March 2015 - Present
Concorde Investment Services April 2013 - Present
CIG Corp. January 2009 - April 2013
Munder Capital Management 2001 - 2008
H&R Block Financial Advisors 1999 - 2001
Skills
FINRA, Securities, Compliance, Series 7, Series 24, Series 4, Securities Regulation, AML, Investments, Alternative Investments, Investment Advisory, Mutual Funds
Education
DePaul University College of Law 1996 — 1999
Juris Doctor, Law
Michigan State University 1992 — 1996
Bachelor of Arts, Sociology
Magnetic February 2015 - Present
Students For A Better Tomorrow January 2011 - April 2014
CIG Corp. June 2013 - January 2014
Chubbies Shorts August 2012 - May 2013
MEA INC January 2011 - September 2011
Skills
Microsoft Excel, Salesforce.com, Financial Analysis, Microsoft Office, MS Excel Pivot Tables, Cognos, Investments, Valuation, Economics, Financial Modeling, Ad Tech
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Economics
Infinite Impressions February 2014 - Present
Dolce Panetteria Foods, LLC August 2009 - Present
123InkFast.com January 2013 - January 2014
Healthy Dogma May 2012 - October 2012
Baker College January 2008 - January 2010
CIG Corp. 2004 - 2005
Skills
Social Media Marketing, Marketing, Sales, Wellness, Nutrition, Health, Health Education, Public Health, Health Promotion, Time Management, Program Management, Entrepreneurship, Small Business, Social Media, Nonprofits, Public Speaking, Customer Service, Marketing Strategy, Management, Social Networking
Education
Central Michigan University 2011 — 2013
Under Graduate Certificate in Social Media, Social Media Marketing
Central Michigan University 2010 — 2013
Bachelors of Science, Community Development: Health Science
Baker College of Auburn Hills 2007 — 2009
General Studies, Business/Commerce, General
Zecco March 2011 - February 2012
Zecco Forex January 2009 - February 2012
Zecco May 2008 - January 2010
Junosource Inc. January 2007 - May 2008
CIG Corp February 2005 - January 2007
LeapFrog 2006 - 2007
Mars & Co. February 2001 - September 2004
Skills
Strategic Planning, Analytics, Series 65, Series 3, Corporate Development, Corporate Finance, Business Development, Strategy, Marketing Strategy, Banking, Mergers & Acquisitions, Business Strategy, Finance, Investments, Financial Analysis, Consulting, Financial Modeling, Start-ups, Due Diligence, Strategic Partnerships
Education
Stanford University 1999 — 2000
MS, Mechanical Engineering
The Johns Hopkins University 1995 — 1999
BS, Engineering Mechanics
The Johns Hopkins University 1995 — 1999
BA, Physics
CIG Corp. 2009 - December 2014
Ameriprise Financial November 2008 - June 2009
H&R Block Financial Advisors February 2007 - October 2008
H&R Block Financial Advisors September 2005 - February 2007
H&R Block Financial Advisors July 2004 - September 2005
Skills
Mutual Funds, Equities, Portfolio Management, Alternative Investments, Asset Allocation, Investments
Education
Wayne State University 2003 — 2005
MBA
University of Michigan 1999 — 2003
BA, Economics
Petrinovich Pugh & Company, LLP December 2014 - Present
49ers Management Company July 2014 - Present
Mary Kay Independent Business Owner December 2013 - Present
City of Menlo Park May 2014 - December 2014
MAcarbon September 2013 - December 2014
Mike Sulpizio CPA January 2014 - April 2014
Nelson Staffing June 2013 - January 2014
CIG Corp October 2012 - September 2013
WBS Enterprises June 2012 - October 2012
Rossi and Company February 2012 - June 2012
Skills
Microsoft Office, QuickBooks, Management, Customer Service, Cash Management, Real Estate, Office Administration, Organizational..., Team Leadership, Public Speaking, Proficient Typing Skills, Problem Solving, Team Building, Direct Sales, Accounting, Microsoft Excel
Education
Menlo College 2013 — 2014
Bachelor of Science (B.S.), Business Administration with concentration in Accounting
College of San Mateo 2010 — 2013
Associate of Arts (A.A.), Accounting
Sunscreen Mist October 2006 - Present
Capital Event Productions November 1999 - November 2013
CIG Corp. March 2012 - June 2013
pulse220 November 2010 - August 2011
Rolls-Royce Motor Cars of Michigan, Bentley Troy, & Lamborghini Troy August 2007 - September 2009
Skills
Marketing, Sales, New Business Development
Education
Bentley Motors Certification 2007 — 2009
Bentley Motors
Michigan State University 1993 — 1997
Truven Health Analytics March 2013 - Present
CIG Corp. April 2012 - March 2013
CIG Corp. June 2009 - April 2012
Marketing Associates September 2008 - June 2009
OSTN September 2007 - April 2008
Team Detroit June 2007 - August 2007
Radio Free Europe/Radio Liberty June 2006 - July 2006
Skills
Microsoft Excel, Financial Analysis, Research, Strategic Planning, Business Planning, New Business Development, Healthcare Consulting, Financial Modeling, Microsoft Office, Market Research, Analytics, Investments, Analysis, Marketing, Data Analysis, Leadership, Marketing Communications, Access, Portfolio Management, Strategy, Finance, Consulting, Risk Management, Business Strategy, Project Management
Education
University of Michigan 2004 — 2008
A.B., Economics
Financial One Accounting Inc. February 2012 - Present
CIG CORP January 2009 - February 2012
JET THEATRE 2008 - 2009
BLOOMFIELD PLAYERS COMMUNITY THEATRE 2004 - 2008
INFORMED ACCOUNTANTS, LLC 1997 - 2004
THE WHALL GROUP 1995 - 1996
INTERNATIONAL UAW 1991 - 1994
PLANTE & MORAN 1989 - 1990
Laventhol and Horwath 1989 - 1990
PEAT, MARWICK 1984 - 1987
Skills
Accounting, Financial Reporting, Auditing, Audit, Internal Controls, Problem Solving, Quickbooks, Small Business, Managerial Finance, Leadership, Strategy, Budgets, Management, Analysis, Financial Analysis, QuickBooks, Strategic Planning, Finance, Internal Audit
Education
Ivey Business School at Western University 1975 — 1979
HBA, Business
University of Windsor
Ivey School of Business Administration Masters, Business Administration
Trinity Health October 2009 - Present
CIG Corp. January 2008 - October 2009
Snelling Staffing Services October 2006 - December 2007
Quicken Loans September 2005 - October 2006
Skills
Talent Acquisition, Recruiting, Talent Management, Employee Relations, Human Resources, Onboarding, HRIS, Sourcing, Succession Planning, Personnel Management, Organizational..., Interviews, Leadership, Temporary Placement, Management, Strategy, Job Descriptions, Temporary Staffing, Program Management, Policy, Workforce Planning, Applicant Tracking..., Performance Management, Deferred Compensation, College Recruiting, Employee Engagement, Benefits Administration, Career Development, New Hire Orientations, Technical Recruiting
Education
Eastern Michigan University 2005 — 2008
Masters of Science, Human Resources and Organizational Development
Eastern Michigan University 2001 — 2005
BBA, Management and Human Resources
Genentech September 2013 - Present
Partner Equity January 2011 - August 2013
CIG Corp October 2005 - December 2010
Skills
Sales, Customer Service, Team Building, Marketing, Management, Budgets, Social Networking, Mac & PC platforms, Microsoft Applications, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Google Apps, Google Calendar, Gmail, Google Docs, Office Management, Executive..., Real Estate, Property Management, Short Sales, Transaction Coordination, Human Resources, Event Management
Education
Allied Real Estate School
Bureau of Real Estate Salesperson License
College of San Mateo
Telemus Capital LLC May 2015 - Present
CIG Corp. October 2013 - May 2015
Citizens Bank Wealth Management January 2008 - September 2013
Qualigence 2003 - October 2007
Fifth Third Bank 1987 - 2003
Skills
Strategic Thinking, Possess strong..., Goal Oriented, Strong leadership skills, Proven ability to build..., Wealth Management, Leadership, Management, Employee Benefits, Small Business Lending, Marketing, Banking, Commercial Lending, Sales, Budgets, Investments, Finance, Retirement, Financial Analysis, Portfolio Management, Credit, Financial Planning, Financial Services
Education
Michigan State University 1978 — 1982
Bachelor of Arts (BA), Education
Cannon Financial Institute
Personal Trust
Cannon Financial Institute
Retirement Plans
Cannon Financial Institute
Leadership Conference
Learning Care Group September 2014 - Present
Learning Care Group August 2013 - Present
CIG Corp. April 2010 - June 2013
MassMutual Financial Group June 2006 - November 2009
Skills
FINRA Series 7 & 66
Education
University of Massachusetts, Amherst
BA, History
Orange Park Trucks and More October 2014 - Present
CIG Corp. 2012 - 2013
AllAmerican Captial GP 2005 - 2008
Skills
New Business Development, Sales Management, B2B, Strategic Planning, Start-ups, Team Building, Marketing Strategy, Negotiation, Entrepreneurship, Social Media Marketing, Marketing, Business Development, Business Planning, Coaching, Sales
Education
University of Baltimore 1965 — 1969
B.S., Medical
Charles Schwab October 2012 - Present
PNC Investments November 2011 - October 2012
CIG Corp. October 2010 - November 2011
Credit Union ONE July 2009 - July 2010
Harris Bank October 2008 - May 2009
Self-Employed August 2000 - October 2008
JP Morgan Chase November 2005 - September 2008
Century 21 March 2003 - August 2005
Circuit City August 1999 - November 2002
AT&T May 2002 - August 2002
Education
Wayne State University 2009 — 2010
MBA, Finance and ISM
Purdue University - Krannert School of Management 2002 — 2005
BS, Finance
Indiana University-Purdue University at Indianapolis 2000 — 2002