City Securities Corporation
Industry: Capital market company
DescriptionFounded: 1924 Parent organization: Stifel Subsidiaries: ReCasa Financial Group LLC, City Securities Corporation, Asset Management Arm
City Securities Corporation List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at City Securities Corporation. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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City Securities Corporation Employees
Employee
Years
Job
Industry
Yaw Aning Yaw Aning's City Securities Corporation Experience July 2007 - December 2009
Job Cofounder at Sticksnleaves
Industry Internet
Experience
Sticksnleaves February 2011 - Present
Pocket Tales February 2009 - Present
TechPoint Foundation March 2008 - December 2009
City Securities Corporation July 2007 - December 2009
Governor Bob Orr Indiana Entrepreneurial Fellowship July 2007 - July 2009
Indy Photo Coach January 2009 - May 2009
Skills
Product Development, User Experience, User-centered Design, User Generated Content, Customer Development, Web Project Management, Project Finance, Software Project..., Small Business..., Technical Sales, Corporate Finance, Technical Recruiting, Sales, Finance, Business Development, Project Management, CRM, JavaScript, Mobile Devices, Ruby on Rails, Agile Methodologies, Entrepreneurship, Web Development, Mergers & Acquisitions, Leadership, Usability, Venture Capital, Start-ups, E-commerce, SaaS, Business Planning, Web Applications, Analytics, Lean Startup, Mobile Applications, Strategy
Education
Rose-Hulman Institute of Technology 2003 — 2007
Bachelor of Science
Sticksnleaves February 2011 - Present
Pocket Tales February 2009 - Present
TechPoint Foundation March 2008 - December 2009
City Securities Corporation July 2007 - December 2009
Governor Bob Orr Indiana Entrepreneurial Fellowship July 2007 - July 2009
Indy Photo Coach January 2009 - May 2009
Skills
Product Development, User Experience, User-centered Design, User Generated Content, Customer Development, Web Project Management, Project Finance, Software Project..., Small Business..., Technical Sales, Corporate Finance, Technical Recruiting, Sales, Finance, Business Development, Project Management, CRM, JavaScript, Mobile Devices, Ruby on Rails, Agile Methodologies, Entrepreneurship, Web Development, Mergers & Acquisitions, Leadership, Usability, Venture Capital, Start-ups, E-commerce, SaaS, Business Planning, Web Applications, Analytics, Lean Startup, Mobile Applications, Strategy
Education
Rose-Hulman Institute of Technology 2003 — 2007
Bachelor of Science
Priscilla Turner's City Securities Corporation Experience 2001 - 2012
Job Senior vice president at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons 2012 - Present
City Securities Corporation 2001 - 2012
Morgan Stanley 1997 - 2001
Education
Indiana University Bloomington 1974 — 1978
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Culver Military
Hilliard Lyons 2012 - Present
City Securities Corporation 2001 - 2012
Morgan Stanley 1997 - 2001
Education
Indiana University Bloomington 1974 — 1978
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Culver Military
Greg Matthews, CRPC®'s City Securities Corporation Experience June 2009 - Present
Job Financial Advisor at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation June 2009 - Present
Edward Jones September 2004 - June 2009
Sobieski Bancorp 1998 - 2004
1st Source Bank 1978 - 1998
Education
Bethel College
BS, Management
Indiana University South Bend
Certificate, Certificate in Business
City Securities Corporation June 2009 - Present
Edward Jones September 2004 - June 2009
Sobieski Bancorp 1998 - 2004
1st Source Bank 1978 - 1998
Education
Bethel College
BS, Management
Indiana University South Bend
Certificate, Certificate in Business
Heath M. Carpenter's City Securities Corporation Experience July 2010 - June 2011
Job Regional Vice President
Industry Financial Services
Experience
Transamerica January 2015 - Present
Transamerica February 2012 - December 2014
Charles Schwab October 2011 - February 2012
City Securities Corporation July 2010 - June 2011
Sydney Olympic Park Sports Centre May 2009 - July 2009
Refco May 2000 - July 2000
Skills
Recruiting, Microsoft Office, Team Building, Process Improvement, Business Development, Marketing Strategy, Public Speaking, Team Leadership, Training, Management, Microsoft Excel, Selling, Direct Sales, Social Media Marketing, Project Management, Series 7, Forecasting, Competitive Analysis, Social Media, CRM, Finance, Financial Planners, Marketing, New Business Development, Portfolio Management, Retirement Planning, Social Networking, Trading, Wealth Management, Mutual Funds, Investments, Financial Planning, Insurance
Education
Purdue University 2007 — 2010
Bachelor of Science, Selling and Sales Management
Glenbard West High School 1996 — 2000
High School Diploma
Transamerica January 2015 - Present
Transamerica February 2012 - December 2014
Charles Schwab October 2011 - February 2012
City Securities Corporation July 2010 - June 2011
Sydney Olympic Park Sports Centre May 2009 - July 2009
Refco May 2000 - July 2000
Skills
Recruiting, Microsoft Office, Team Building, Process Improvement, Business Development, Marketing Strategy, Public Speaking, Team Leadership, Training, Management, Microsoft Excel, Selling, Direct Sales, Social Media Marketing, Project Management, Series 7, Forecasting, Competitive Analysis, Social Media, CRM, Finance, Financial Planners, Marketing, New Business Development, Portfolio Management, Retirement Planning, Social Networking, Trading, Wealth Management, Mutual Funds, Investments, Financial Planning, Insurance
Education
Purdue University 2007 — 2010
Bachelor of Science, Selling and Sales Management
Glenbard West High School 1996 — 2000
High School Diploma
Kathi Duncan Kathi Duncan's City Securities Corporation Experience December 2000 - December 2004
Job Executive Administrative Assistant at Advance Auto Parts
Industry Retail
Experience
Advance Auto Parts January 2012 - Present
Paul Shoopman Homebuilding Group December 2004 - December 2011
City Securities Corporation December 2000 - December 2004
Skills
Software Documentation, Training, Management, Human Resources, Budgets, Insurance, Sales, Editing, Databases, Microsoft Office, Marketing, Accounting, Spreadsheets, Proposal Writing
Education
Ivy Tech Community College
Currently working on my Bachlors
Pike High School
Advance Auto Parts January 2012 - Present
Paul Shoopman Homebuilding Group December 2004 - December 2011
City Securities Corporation December 2000 - December 2004
Skills
Software Documentation, Training, Management, Human Resources, Budgets, Insurance, Sales, Editing, Databases, Microsoft Office, Marketing, Accounting, Spreadsheets, Proposal Writing
Education
Ivy Tech Community College
Currently working on my Bachlors
Pike High School
Jay Carpenter, M.B.A.'s City Securities Corporation Experience May 2006 - May 2012
Job Branch Manager Senior VicePresident / White, Weld & Co. Securities, LLC
Industry Financial Services
Experience
White, Weld & Co. Securities, LLC December 2013 - Present
David A. Noyes & Co. May 2012 - December 2013
City Securities Corporation May 2006 - May 2012
Skills
Wealth Management, Series 7, Investment Advisory, Series 63, Retirement Planning, Mutual Funds, Series 65, Series 9 & 10, Series 31, Fixed Income, Investment Banking, Asset Allocation, Annuities, Life Insurance, Health Insurance, Long Term Care Insurance, Series 24
Education
Purdue University 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management
Purdue University 1972 — 1976
Bachelor of Arts (B.A.), Liberal Arts
White, Weld & Co. Securities, LLC December 2013 - Present
David A. Noyes & Co. May 2012 - December 2013
City Securities Corporation May 2006 - May 2012
Skills
Wealth Management, Series 7, Investment Advisory, Series 63, Retirement Planning, Mutual Funds, Series 65, Series 9 & 10, Series 31, Fixed Income, Investment Banking, Asset Allocation, Annuities, Life Insurance, Health Insurance, Long Term Care Insurance, Series 24
Education
Purdue University 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management
Purdue University 1972 — 1976
Bachelor of Arts (B.A.), Liberal Arts
Sarah Kloppenburg Sarah Kloppenburg's City Securities Corporation Experience February 2014 - Present
Job Associate Financial Advisor within Tanner Wealth Management at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation February 2014 - Present
Charles Schwab July 2013 - February 2014
Edward Jones May 2010 - September 2010
Skills
Financial Services, Customer Service
Education
DePauw University 2009 — 2013
BA, English Writing
Ladue Horton Watkins High School 2005 — 2009
High School Diploma
City Securities Corporation February 2014 - Present
Charles Schwab July 2013 - February 2014
Edward Jones May 2010 - September 2010
Skills
Financial Services, Customer Service
Education
DePauw University 2009 — 2013
BA, English Writing
Ladue Horton Watkins High School 2005 — 2009
High School Diploma
Drew Gleaves's City Securities Corporation Experience February 2009 - Present
Job Senior Vice President and Financial Advisor with the Mainstay Wealth Management Group of City Securities Corporation
Industry Investment Management
Experience
City Securities Corporation February 2009 - Present
NatCity Investments 1997 - February 2009
Skills
Retirement Planning, Asset Managment, Risk Management, Wealth Management, Strategic Financial..., social security..., Mutual Funds, Insurance, 401k, Estate Planning, Securities, Fixed Income, Bonds
Education
Indiana University Bloomington 1986 — 1990
BA, Economics
City Securities Corporation February 2009 - Present
NatCity Investments 1997 - February 2009
Skills
Retirement Planning, Asset Managment, Risk Management, Wealth Management, Strategic Financial..., social security..., Mutual Funds, Insurance, 401k, Estate Planning, Securities, Fixed Income, Bonds
Education
Indiana University Bloomington 1986 — 1990
BA, Economics
Betty Katsaros's City Securities Corporation Experience June 2009 - June 2011
Job Registered Sales Assistant at William Blair & Company
Industry Financial Services
Experience
William Blair & Company 2012 - Present
City Securities Corporation June 2009 - June 2011
City Securities Corporation, Crown Point May 2009 - 2011
Morgan Stanley September 2006 - March 2009
Merrill Lynch April 2000 - September 2006
School City of January 1997 - January 2000
Skills
Customer Relations, Customer Service, Microsoft Office, Administration, Outlook, Excel, Problem Solving, Word, Research, Spreadsheets, Documentation, Administrative Support, Event Planning, Time Management, Windows, Scheduling, Teamwork, Microsoft Excel, Microsoft Word, Administrative..., Finance
Education
Purdue University Calumet 1998 — 2000
Purdue University
William Blair & Company 2012 - Present
City Securities Corporation June 2009 - June 2011
City Securities Corporation, Crown Point May 2009 - 2011
Morgan Stanley September 2006 - March 2009
Merrill Lynch April 2000 - September 2006
School City of January 1997 - January 2000
Skills
Customer Relations, Customer Service, Microsoft Office, Administration, Outlook, Excel, Problem Solving, Word, Research, Spreadsheets, Documentation, Administrative Support, Event Planning, Time Management, Windows, Scheduling, Teamwork, Microsoft Excel, Microsoft Word, Administrative..., Finance
Education
Purdue University Calumet 1998 — 2000
Purdue University
Leslie Stockton's City Securities Corporation Experience May 2000 - May 2001
Job Executive Assistant at Allegion, PLC
Industry Consumer Services
Experience
Allegion, PLC May 2014 - Present
DEFENDER Direct August 2011 - April 2014
Peyton Manning Children's Hospital at St. Vincent January 2009 - August 2011
Self employeed January 2004 - December 2008
St.Vincent Indianapolis Hospital August 2002 - May 2003
St.Vincent Indianapolis Hospital January 2002 - August 2002
City Securities Corporation May 2000 - May 2001
American Trans Air June 1997 - May 2000
Skills
Event Planning, Sales Operations, Customer Service, Sales, Meeting Planning, Customer Satisfaction, Executive Support, Event Management, Call Centers, Department Coordination, Team Building, Customer Experience, Team Management, Onboarding, Medical Billing, Contract Management, Department Budget..., Relationship Management, Medical Records, Medical Office..., Expense Management, Training, Office Management, Account Management, Leadership, Process Improvement, Sales Management, Strategic Planning, Management, Marketing
Education
Indiana State University
Mooresville High School
Allegion, PLC May 2014 - Present
DEFENDER Direct August 2011 - April 2014
Peyton Manning Children's Hospital at St. Vincent January 2009 - August 2011
Self employeed January 2004 - December 2008
St.Vincent Indianapolis Hospital August 2002 - May 2003
St.Vincent Indianapolis Hospital January 2002 - August 2002
City Securities Corporation May 2000 - May 2001
American Trans Air June 1997 - May 2000
Skills
Event Planning, Sales Operations, Customer Service, Sales, Meeting Planning, Customer Satisfaction, Executive Support, Event Management, Call Centers, Department Coordination, Team Building, Customer Experience, Team Management, Onboarding, Medical Billing, Contract Management, Department Budget..., Relationship Management, Medical Records, Medical Office..., Expense Management, Training, Office Management, Account Management, Leadership, Process Improvement, Sales Management, Strategic Planning, Management, Marketing
Education
Indiana State University
Mooresville High School
John Franz's City Securities Corporation Experience
Job Sr. Vice President at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation
Education
Indiana University - Kelley School of Business 1982 — 1986
finance
Indiana University Bloomington
Finance
City Securities Corporation
Education
Indiana University - Kelley School of Business 1982 — 1986
finance
Indiana University Bloomington
Finance
Damian Maggos's City Securities Corporation Experience November 1995 - June 2014
Job Senior Vice President at George K. Baum & Company
Industry Financial Services
Experience
George K. Baum & Company June 2014 - Present
City Securities Corporation November 1995 - June 2014
Skills
Bonds, Finance, Investments, Series 63, Series 7, Asset Management, Strategic Planning, Management, Mutual Funds, Team Building
Education
University of Notre Dame 1987 — 1989
MBA, Finance
Northwestern University 1981 — 1985
BS, Industrial Engineering
George K. Baum & Company June 2014 - Present
City Securities Corporation November 1995 - June 2014
Skills
Bonds, Finance, Investments, Series 63, Series 7, Asset Management, Strategic Planning, Management, Mutual Funds, Team Building
Education
University of Notre Dame 1987 — 1989
MBA, Finance
Northwestern University 1981 — 1985
BS, Industrial Engineering
Evan Griffin's City Securities Corporation Experience May 2014 - Present
Job Registered Financial Associate at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation May 2014 - Present
Charles Schwab 2013 - May 2014
Scenic View Restaurant April 2012 - April 2013
Starms Communications May 2012 - November 2012
Big Brothers Big Sisters December 2009 - September 2012
Cure Across the World August 2011 - April 2012
Cibus, LLC May 2011 - August 2011
TelSpan WorldWide Conferencing Inc June 2010 - August 2010
North Willow Care Center September 2008 - December 2008
Fourwinds Resort and Marina May 2008 - November 2008
Skills
Fundraising, Public Speaking, Microsoft Excel, Microsoft Office, Leadership, Program Development, Youth Development, Team Leadership, Case Managment, Crisis Intervention, Project Management, Profit
Education
Indiana University - Kelley School of Business 2009 — 2013
Certificate in Business Foundations
Indiana University - School of Public and Environmental Affairs 2009 — 2013
Bachelor of Science in Public Affairs, Management, Senior
City Securities Corporation May 2014 - Present
Charles Schwab 2013 - May 2014
Scenic View Restaurant April 2012 - April 2013
Starms Communications May 2012 - November 2012
Big Brothers Big Sisters December 2009 - September 2012
Cure Across the World August 2011 - April 2012
Cibus, LLC May 2011 - August 2011
TelSpan WorldWide Conferencing Inc June 2010 - August 2010
North Willow Care Center September 2008 - December 2008
Fourwinds Resort and Marina May 2008 - November 2008
Skills
Fundraising, Public Speaking, Microsoft Excel, Microsoft Office, Leadership, Program Development, Youth Development, Team Leadership, Case Managment, Crisis Intervention, Project Management, Profit
Education
Indiana University - Kelley School of Business 2009 — 2013
Certificate in Business Foundations
Indiana University - School of Public and Environmental Affairs 2009 — 2013
Bachelor of Science in Public Affairs, Management, Senior
Krysten Cox's City Securities Corporation Experience September 2012 - Present
Job Marketing Coordinator at City Financial Corporation
Industry Marketing and Advertising
Experience
Indianapolis Chapter of American Marketing Association June 2015 - Present
City Financial Corporation March 2015 - Present
City Financial Corporation September 2014 - Present
City Securities Corporation September 2012 - Present
National Trade Supply September 2011 - August 2012
ResCare May 2011 - August 2011
Skills
Graphic Design, Website Management, Marketing Materials, Adobe Creative Suite, Content Creation, Social Media, Blogging, Event Planning, Brand Development, Community Service, Email Marketing, Creative Concept..., WordPress
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Arts (B.A.), Communications and Culture, Senior
Floyd Central High School 2004 — 2008
Indianapolis Chapter of American Marketing Association June 2015 - Present
City Financial Corporation March 2015 - Present
City Financial Corporation September 2014 - Present
City Securities Corporation September 2012 - Present
National Trade Supply September 2011 - August 2012
ResCare May 2011 - August 2011
Skills
Graphic Design, Website Management, Marketing Materials, Adobe Creative Suite, Content Creation, Social Media, Blogging, Event Planning, Brand Development, Community Service, Email Marketing, Creative Concept..., WordPress
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Arts (B.A.), Communications and Culture, Senior
Floyd Central High School 2004 — 2008
Elisha Porterfield, CFP® Elisha Porterfield, CFP®'s City Securities Corporation Experience May 2009 - Present
Job Minas Sabau Porterfield Group at City Securities Corporation Financial Advisor & Planner
Industry Financial Services
Experience
City Securities Corporation May 2009 - Present
Scottrade August 2007 - May 2009
Scottrade November 2006 - August 2007
Scottrade June 2005 - November 2006
Scottrade January 2003 - December 2004
Education
Butler University 2002 — 2004
Bachelor of Science (BS)
Hillsdale College 2001 — 2002
Culver Academies 1997 — 2001
City Securities Corporation May 2009 - Present
Scottrade August 2007 - May 2009
Scottrade November 2006 - August 2007
Scottrade June 2005 - November 2006
Scottrade January 2003 - December 2004
Education
Butler University 2002 — 2004
Bachelor of Science (BS)
Hillsdale College 2001 — 2002
Culver Academies 1997 — 2001
Derek Friederich's City Securities Corporation Experience January 2013 - May 2013
Job Senior Business Analyst at MAG
Industry Consumer Goods
Experience
Motorsport Aftermarket Group, Inc. (MAG) June 2015 - Present
LDI, Ltd. June 2013 - June 2015
City Securities Corporation January 2013 - May 2013
Indiana Public Retirement System March 2012 - January 2013
Education
Butler University 2009 — 2013
College of Business, Finance, 3.8 - Cum Laude
Leadership London 2011 — 2011
Leadership and Management
Motorsport Aftermarket Group, Inc. (MAG) June 2015 - Present
LDI, Ltd. June 2013 - June 2015
City Securities Corporation January 2013 - May 2013
Indiana Public Retirement System March 2012 - January 2013
Education
Butler University 2009 — 2013
College of Business, Finance, 3.8 - Cum Laude
Leadership London 2011 — 2011
Leadership and Management
Allen Grant Allen Grant's City Securities Corporation Experience January 2015 - Present
Job Computer Information Technologist at State of Missouri
Industry Government Administration
Experience
City Securities Corporation January 2015 - Present
State of Missouri June 2013 - January 2015
State of Missouri June 2011 - June 2013
Skills
C#, T-SQL, ASP.NET, HTML, Microsoft Visual Studio, Microsoft SQL Server, Team Foundation Server, Microsoft Test Manager, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Troubleshooting
Education
Lincoln University in Missouri 2008 — 2013
Bachelor of Science (B.S.), Computer Information Systems
Pike High School 2005 — 2008
City Securities Corporation January 2015 - Present
State of Missouri June 2013 - January 2015
State of Missouri June 2011 - June 2013
Skills
C#, T-SQL, ASP.NET, HTML, Microsoft Visual Studio, Microsoft SQL Server, Team Foundation Server, Microsoft Test Manager, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Troubleshooting
Education
Lincoln University in Missouri 2008 — 2013
Bachelor of Science (B.S.), Computer Information Systems
Pike High School 2005 — 2008
Jim Bittner's City Securities Corporation Experience August 1990 - June 1995
Job Managing Broker/Owner at RE/MAX Real Estate Groups
Industry Commercial Real Estate
Experience
RE/MAX Real Estate Groups August 2002 - Present
various locations June 2002 - Present
Sparks Realtors/GMAC June 1996 - July 2002
City Securities Corporation August 1990 - June 1995
WHBU Radio July 1987 - July 1990
Skills
Investment Properties, Advertising, REO, Sellers, Investors, Real Estate, Commercial Real Estate, Training, Leadership, Listings, Real Estate Transactions, Buyer Representation, Appraisals, Real Estate Development, Brokerage, Location Intelligence, Shopping Centers, Landlords, Selling, Corporate Real Estate, Tenant, Investments, Leases, Referrals, Buyers, Disposition
Education
Anderson University 1969 — 1973
Bloomington High School
RE/MAX Real Estate Groups August 2002 - Present
various locations June 2002 - Present
Sparks Realtors/GMAC June 1996 - July 2002
City Securities Corporation August 1990 - June 1995
WHBU Radio July 1987 - July 1990
Skills
Investment Properties, Advertising, REO, Sellers, Investors, Real Estate, Commercial Real Estate, Training, Leadership, Listings, Real Estate Transactions, Buyer Representation, Appraisals, Real Estate Development, Brokerage, Location Intelligence, Shopping Centers, Landlords, Selling, Corporate Real Estate, Tenant, Investments, Leases, Referrals, Buyers, Disposition
Education
Anderson University 1969 — 1973
Bloomington High School
Jamie Catton Jamie Catton's City Securities Corporation Experience August 2015 - Present
Job Claims Coordinator at City Securities Corporation
Industry Insurance
Experience
City Securities Corporation August 2015 - Present
DePauw University Academic Resource Center 2012 - 2014
The ALS Association May 2013 - August 2013
Community Health Network May 2012 - August 2012
Skills
Advertising, Event Management, Fundraising, Public Relations, Newsletters, Marketing, Public Speaking, Project Planning, Event Planning, Press Releases, Social Media, Facebook, Social Networking, Nonprofits, Interviews, Strategic Communications, Editing, Blogging, Social Media Marketing, Marketing Communications, Media Relations, Publicity
Education
DePauw University 2010 — 2014
Bachelor of Arts (BA), Communications
City Securities Corporation August 2015 - Present
DePauw University Academic Resource Center 2012 - 2014
The ALS Association May 2013 - August 2013
Community Health Network May 2012 - August 2012
Skills
Advertising, Event Management, Fundraising, Public Relations, Newsletters, Marketing, Public Speaking, Project Planning, Event Planning, Press Releases, Social Media, Facebook, Social Networking, Nonprofits, Interviews, Strategic Communications, Editing, Blogging, Social Media Marketing, Marketing Communications, Media Relations, Publicity
Education
DePauw University 2010 — 2014
Bachelor of Arts (BA), Communications
Baroni Parson's City Securities Corporation Experience April 2012 - December 2012
Job IT Manager at City Real Estate Advisors, Inc.
Industry Financial Services
Experience
City Real Estate Advisors, Inc. November 2012 - Present
City Securities Corporation April 2012 - December 2012
Reborn Software Solutions January 2010 - April 2012
City Securities Corporation September 2006 - April 2012
Unisys 2003 - 2005
Skills
Windows, Windows Server, IIS, Active Directory, Servers, Windows 7, System Administration, XP, Troubleshooting, Backup Exec, Customer Service, SharePoint, JavaScript, CSS, Microsoft Office, Technical Support, Web Development, jQuery, Project Management, C#, Microsoft SQL Server, VB.NET, .NET, Apache, Windows XP, ASP.NET
Education
Purdue University 1997 — 2002
Bachelor of Science (BS), Computer Systems Networking and Telecommunications
City Real Estate Advisors, Inc. November 2012 - Present
City Securities Corporation April 2012 - December 2012
Reborn Software Solutions January 2010 - April 2012
City Securities Corporation September 2006 - April 2012
Unisys 2003 - 2005
Skills
Windows, Windows Server, IIS, Active Directory, Servers, Windows 7, System Administration, XP, Troubleshooting, Backup Exec, Customer Service, SharePoint, JavaScript, CSS, Microsoft Office, Technical Support, Web Development, jQuery, Project Management, C#, Microsoft SQL Server, VB.NET, .NET, Apache, Windows XP, ASP.NET
Education
Purdue University 1997 — 2002
Bachelor of Science (BS), Computer Systems Networking and Telecommunications
Rich Rudek Rich Rudek's City Securities Corporation Experience 2006 - 2011
Job Director Marketing and Sales Facilitator at improveit 360
Industry Computer Software
Experience
improveit 360 October 2012 - Present
ReCasa Financial Group 1999 - Present
City Securities Corporation 2006 - 2011
Education
University of Dayton 1989 — 1992
MBA, Finance
University of Pittsburgh 1983 — 1988
improveit 360 October 2012 - Present
ReCasa Financial Group 1999 - Present
City Securities Corporation 2006 - 2011
Education
University of Dayton 1989 — 1992
MBA, Finance
University of Pittsburgh 1983 — 1988
Chase Newsom Chase Newsom's City Securities Corporation Experience June 2008 - Present
Job Financial Planner City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation June 2008 - Present
Lincoln Financial Distributors October 2002 - June 2008
Scudder Investments December 1997 - October 2002
Skills
Series 63, Series 7, Retirement Planning, Wealth Management, Securities
Education
DePauw University 1991 — 1995
Bachelor of Arts (B.A.)
City Securities Corporation June 2008 - Present
Lincoln Financial Distributors October 2002 - June 2008
Scudder Investments December 1997 - October 2002
Skills
Series 63, Series 7, Retirement Planning, Wealth Management, Securities
Education
DePauw University 1991 — 1995
Bachelor of Arts (B.A.)
Sarah Fish's City Securities Corporation Experience 2005 - 2009
Job Public Finance Investment Banking
Industry Financial Services
Experience
Piper Jaffray April 2015 - Present
Hilliard Lyons March 2010 - April 2015
City Securities Corporation 2005 - 2009
Skills
Bonds, Finance, Financial Analysis, Series 7
Education
Purdue University 1999 — 2004
Bachelor of Science, Financial Planning and Counseling
Bedford North Lawrence High School
High School Diploma
Piper Jaffray April 2015 - Present
Hilliard Lyons March 2010 - April 2015
City Securities Corporation 2005 - 2009
Skills
Bonds, Finance, Financial Analysis, Series 7
Education
Purdue University 1999 — 2004
Bachelor of Science, Financial Planning and Counseling
Bedford North Lawrence High School
High School Diploma
Gary Demaree, AAMS's City Securities Corporation Experience April 2004 - April 2007
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James April 2007 - Present
City Securities Corporation April 2004 - April 2007
A.G. Edwards November 2000 - April 2004
Skills
Investment Advisory, Securities, Financial Advisory, Asset Management, Wealth Management, Retirement Planning
Education
Ball State University 1970 — 1975
B.S., Journalism & Marketing
Raymond James April 2007 - Present
City Securities Corporation April 2004 - April 2007
A.G. Edwards November 2000 - April 2004
Skills
Investment Advisory, Securities, Financial Advisory, Asset Management, Wealth Management, Retirement Planning
Education
Ball State University 1970 — 1975
B.S., Journalism & Marketing
Brittany Crossley Brittany Crossley's City Securities Corporation Experience March 2014 - Present
Job Public Finance Assistant
Industry Financial Services
Experience
City Securities Corporation March 2014 - Present
Skills
Organizational..., Clerical Skills, Resource management and..., Microsoft Office, Windows & Mac operating..., Type 65 WPM, Document Preparation, Deadline Driven, Time Management, PowerPoint, Higher Education, Research, Public Speaking, Administrative..., CRM
Education
Indiana Wesleyan University 2011 — 2013
Bachelor of Science (BS), Management
North Carolina Agricultural and Technical State University 2006 — 2008
Bachelor of Science (BS), Finance
City Securities Corporation March 2014 - Present
Skills
Organizational..., Clerical Skills, Resource management and..., Microsoft Office, Windows & Mac operating..., Type 65 WPM, Document Preparation, Deadline Driven, Time Management, PowerPoint, Higher Education, Research, Public Speaking, Administrative..., CRM
Education
Indiana Wesleyan University 2011 — 2013
Bachelor of Science (BS), Management
North Carolina Agricultural and Technical State University 2006 — 2008
Bachelor of Science (BS), Finance
S. Aaron Frye S. Aaron Frye's City Securities Corporation Experience October 2005 - September 2011
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James September 2011 - Present
City Securities Corporation October 2005 - September 2011
Merrill Lynch January 2003 - September 2005
United States Air Force 1994 - 2003
Education
Eastern Washington University 2000 — 2003
Bachelor's degree, Finance, Marketing, Economics
Bullitt Central
Raymond James September 2011 - Present
City Securities Corporation October 2005 - September 2011
Merrill Lynch January 2003 - September 2005
United States Air Force 1994 - 2003
Education
Eastern Washington University 2000 — 2003
Bachelor's degree, Finance, Marketing, Economics
Bullitt Central
Jack Perry's City Securities Corporation Experience August 2007 - Present
Job Financial Advisor, CFP at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation August 2007 - Present
Education
Ball State University 1982 — 1983
Indiana University Bloomington
City Securities Corporation August 2007 - Present
Education
Ball State University 1982 — 1983
Indiana University Bloomington
Paula Dooley Strouse's City Securities Corporation Experience September 2002 - Present
Job Financial Advisor, StrouseKeller Income Advisors at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation September 2002 - Present
Banc One Securities Corporation February 1999 - May 2002
First Chicago NBD Investment Services, Inc. March 1996 - February 1999
Essec National Securities, Inc. April 1993 - March 1996
Skills
Finance, Risk Management, Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Financial Analysis, Income
Education
Indiana University Bloomington
Bachelor of Arts (B.A.), Journalism and Religion
Institute of Business and Finance
City Securities Corporation September 2002 - Present
Banc One Securities Corporation February 1999 - May 2002
First Chicago NBD Investment Services, Inc. March 1996 - February 1999
Essec National Securities, Inc. April 1993 - March 1996
Skills
Finance, Risk Management, Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Financial Analysis, Income
Education
Indiana University Bloomington
Bachelor of Arts (B.A.), Journalism and Religion
Institute of Business and Finance
Jenny Peters's City Securities Corporation Experience July 2011 - Present
Job Vice President, Corporate Marketing & Communications Director at City Securities Corporation
Industry Banking
Experience
City Securities Corporation July 2011 - Present
Old National Bank January 2006 - July 2011
United Way January 2005 - January 2006
Sisters of Providence of Saint Mary-of-the-Woods January 2001 - January 2005
Skills
Non-profits, Public Speaking, Fundraising, Volunteer Management
Education
Indiana University Bloomington 2000 — 2002
MS, Adult Education
Indiana State University 1995 — 1999
Speech Communications, Public Relations
City Securities Corporation July 2011 - Present
Old National Bank January 2006 - July 2011
United Way January 2005 - January 2006
Sisters of Providence of Saint Mary-of-the-Woods January 2001 - January 2005
Skills
Non-profits, Public Speaking, Fundraising, Volunteer Management
Education
Indiana University Bloomington 2000 — 2002
MS, Adult Education
Indiana State University 1995 — 1999
Speech Communications, Public Relations
David Brechbuhl David Brechbuhl's City Securities Corporation Experience June 2013 - February 2015
Job Vice President, Director, Trust Client Services at First Merchants Corporation
Industry Financial Services
Experience
First Merchants Corporation February 2015 - Present
City Securities Corporation June 2013 - February 2015
Key Private Bank August 2011 - June 2013
NatCity Investments August 2003 - August 2011
Prudential Securities September 2000 - August 2003
US Army June 1990 - July 1999
Skills
Investments, Wealth Management, Retirement Planning, Recruiting, Finance, Strategic Financial..., Strategic Planning, Series 7, Portfolio Management, Banking, Risk Management, Commercial Lending, Loans, Asset Management, Public Speaking, Asset Allocation
Education
United States Military Academy at West Point 1986 — 1990
BS, Engineering
First Merchants Corporation February 2015 - Present
City Securities Corporation June 2013 - February 2015
Key Private Bank August 2011 - June 2013
NatCity Investments August 2003 - August 2011
Prudential Securities September 2000 - August 2003
US Army June 1990 - July 1999
Skills
Investments, Wealth Management, Retirement Planning, Recruiting, Finance, Strategic Financial..., Strategic Planning, Series 7, Portfolio Management, Banking, Risk Management, Commercial Lending, Loans, Asset Management, Public Speaking, Asset Allocation
Education
United States Military Academy at West Point 1986 — 1990
BS, Engineering
Benjamin Badger's City Securities Corporation Experience June 2015 - August 2015
Job Full Time Student
Industry Financial Services
Experience
Trine University September 2015 - Present
City Securities Corporation June 2015 - August 2015
Roche Diagnostic Corp May 2014 - August 2014
Roche Diagnostic Corp May 2013 - August 2013
Skills
Leadership, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Logistics, Organization Skills, Planning
Education
Trine University 2012 — 2015
Bachelor of Science in Business Administration, Finance, Senior
Pendleton Heights High School 2009 — 2012
Trine University September 2015 - Present
City Securities Corporation June 2015 - August 2015
Roche Diagnostic Corp May 2014 - August 2014
Roche Diagnostic Corp May 2013 - August 2013
Skills
Leadership, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Logistics, Organization Skills, Planning
Education
Trine University 2012 — 2015
Bachelor of Science in Business Administration, Finance, Senior
Pendleton Heights High School 2009 — 2012
Chad Keller's City Securities Corporation Experience September 2008 - Present
Job Financial Advisor, Strouse Keller Income Advisors at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation September 2008 - Present
City Securities Corporation February 2006 - September 2008
Ameriprise Financial Services, Inc. September 2003 - October 2005
Skills
Finance, Risk Management, Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Equity Research Analysis, Income
Education
Indiana University Bloomington 1999 — 2003
B.S. in Public Finance
City Securities Corporation September 2008 - Present
City Securities Corporation February 2006 - September 2008
Ameriprise Financial Services, Inc. September 2003 - October 2005
Skills
Finance, Risk Management, Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Equity Research Analysis, Income
Education
Indiana University Bloomington 1999 — 2003
B.S. in Public Finance
Christy Vavra's City Securities Corporation Experience September 2013 - Present
Job Registered Financial Associate at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation September 2013 - Present
MF Global September 2006 - May 2013
Merrill Lynch 1997 - 1999
Education
Ball State University 1989 — 1993
Bachelor of Science (BS)
City Securities Corporation September 2013 - Present
MF Global September 2006 - May 2013
Merrill Lynch 1997 - 1999
Education
Ball State University 1989 — 1993
Bachelor of Science (BS)
Pam Golden's City Securities Corporation Experience November 1991 - October 1993
Job Account Services Manager at Baldwin & Lyons, Inc.
Industry Insurance
Experience
Baldwin & Lyons, Inc. September 2015 - Present
SourceOne Insurance Group March 2014 - Present
Hylant January 2002 - February 2014
City Securities Corporation November 1991 - October 1993
Envelope Services Inc. December 1990 - November 1991
Skills
Insurance, Commercial Insurance, Property & Casualty..., Casualty, Account Management, Liability, Workers Compensation, General Insurance, Commercial Lines, Legal Liability, Employment Practices..., Professional Liability, Casualty Insurance, Umbrella Insurance, Claim, Underwriting
Education
Indiana University-Purdue University at Fort Wayne 1983 — 1990
Bachelor of Science (BS), Business Management
Baldwin & Lyons, Inc. September 2015 - Present
SourceOne Insurance Group March 2014 - Present
Hylant January 2002 - February 2014
City Securities Corporation November 1991 - October 1993
Envelope Services Inc. December 1990 - November 1991
Skills
Insurance, Commercial Insurance, Property & Casualty..., Casualty, Account Management, Liability, Workers Compensation, General Insurance, Commercial Lines, Legal Liability, Employment Practices..., Professional Liability, Casualty Insurance, Umbrella Insurance, Claim, Underwriting
Education
Indiana University-Purdue University at Fort Wayne 1983 — 1990
Bachelor of Science (BS), Business Management
Randall Tarter's City Securities Corporation Experience March 2002 - March 2003
Job CERTIFIED FINANCIAL PLANNER™
Industry Investment Management
Experience
TCU Investment Services & TCU Trust Services, located at Teachers Credit Union March 2003 - Present
City Securities Corporation March 2002 - March 2003
A.G. Edwards & Sons, Inc. November 1998 - March 2002
Bank One May 1997 - November 1998
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Estate Planning, Income Planning, Financial Analysis, Asset Allocation, Investments, Investment Advisory, Series 7, Series 66, Uniform Combined State..., 401(k) Plans, 403(b) Plans, SEP IRA, Simple IRA, 401k Rollovers, Mutual Funds, Managed Money, Stocks, Bonds, Structured Investments, Life Insurance, Long Term Care Insurance, Fixed Annuities, Indexed Annuities, Variable Annuities, 529 College Savings..., Company Retirement Plans, Pension Analysis, Comprehensive Planning, Pensions, Finance, 401k, IRAs, ETFs, Wealth Management..., Separately Managed..., Investment Strategies, Retirement Plan..., Retirement, Financial Planners, Investment Management, Financial Services
Education
Anderson University 2001 — 2003
Master of Business Administration, MBA
Indiana University 1995 — 2001
Bachelor of Science, Business Admin & Marketing, Minor in Economics
Warren Central 1990 — 1995
Graduate, Business
TCU Investment Services & TCU Trust Services, located at Teachers Credit Union March 2003 - Present
City Securities Corporation March 2002 - March 2003
A.G. Edwards & Sons, Inc. November 1998 - March 2002
Bank One May 1997 - November 1998
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Estate Planning, Income Planning, Financial Analysis, Asset Allocation, Investments, Investment Advisory, Series 7, Series 66, Uniform Combined State..., 401(k) Plans, 403(b) Plans, SEP IRA, Simple IRA, 401k Rollovers, Mutual Funds, Managed Money, Stocks, Bonds, Structured Investments, Life Insurance, Long Term Care Insurance, Fixed Annuities, Indexed Annuities, Variable Annuities, 529 College Savings..., Company Retirement Plans, Pension Analysis, Comprehensive Planning, Pensions, Finance, 401k, IRAs, ETFs, Wealth Management..., Separately Managed..., Investment Strategies, Retirement Plan..., Retirement, Financial Planners, Investment Management, Financial Services
Education
Anderson University 2001 — 2003
Master of Business Administration, MBA
Indiana University 1995 — 2001
Bachelor of Science, Business Admin & Marketing, Minor in Economics
Warren Central 1990 — 1995
Graduate, Business
Rich Brunt's City Securities Corporation Experience 1997 - 2000
Job Utility Analyst at Indiana Utility Regulatory Commission
Industry Capital Markets
Experience
Indiana Utility Regulatory Commission June 2008 - Present
Heritage Wealth Management August 2007 - April 2008
First National Bank & Trust February 2006 - June 2007
TTE December 2004 - February 2006
Integral Technologies March 2003 - November 2004
Federal Home Loan Bank of Indianapolis 2000 - March 2001
City Securities Corporation 1997 - 2000
Banc One Financial Services June 1995 - December 1997
Skills
Financial Analysis, Analysis, Financial Modeling, Business Analysis, Strategic Planning, Ratemaking, Cost Of Capital, Fixed Income, Accounting, Trading, FX trading, Politics, Policy Analysis, Public Policy, Diplomacy, International Relations, Bond Markets, Data Analysis, Financial Reporting, Administrative Law, Process Improvement, Finance, Valuation, Investments
Education
Indiana University - Kelley School of Business 2000 — 2003
MBA, Finance
Indiana University - Kelley School of Business 1991 — 1995
BS, Finance
Indiana Utility Regulatory Commission June 2008 - Present
Heritage Wealth Management August 2007 - April 2008
First National Bank & Trust February 2006 - June 2007
TTE December 2004 - February 2006
Integral Technologies March 2003 - November 2004
Federal Home Loan Bank of Indianapolis 2000 - March 2001
City Securities Corporation 1997 - 2000
Banc One Financial Services June 1995 - December 1997
Skills
Financial Analysis, Analysis, Financial Modeling, Business Analysis, Strategic Planning, Ratemaking, Cost Of Capital, Fixed Income, Accounting, Trading, FX trading, Politics, Policy Analysis, Public Policy, Diplomacy, International Relations, Bond Markets, Data Analysis, Financial Reporting, Administrative Law, Process Improvement, Finance, Valuation, Investments
Education
Indiana University - Kelley School of Business 2000 — 2003
MBA, Finance
Indiana University - Kelley School of Business 1991 — 1995
BS, Finance
Spencer Mishelow's City Securities Corporation Experience October 2015 - Present
Job Assistant Vice President at City Securities Corporation
Industry Investment Banking
Experience
City Securities Corporation October 2015 - Present
City Securities Corporation September 2013 - September 2015
City of Bloomington, IN August 2012 - October 2012
City of Bloomington, IN May 2012 - August 2012
Skills
Public Speaking, Computer Hardware, Public Relations, Quantitative Analytics, Economic Development, Analysis, Microsoft Office, Microsoft Excel, Databases, People Skills, Communication, Sustainability, Investment Banking, Municipal Bonds, Financial Analysis, Sustainable Development, International Relations, Sales, Finance, Benefit Cost Analysis, Asset Management, Policy
Education
Indiana University Bloomington 2010 — 2013
BSPA, Public Financial Management
City Securities Corporation October 2015 - Present
City Securities Corporation September 2013 - September 2015
City of Bloomington, IN August 2012 - October 2012
City of Bloomington, IN May 2012 - August 2012
Skills
Public Speaking, Computer Hardware, Public Relations, Quantitative Analytics, Economic Development, Analysis, Microsoft Office, Microsoft Excel, Databases, People Skills, Communication, Sustainability, Investment Banking, Municipal Bonds, Financial Analysis, Sustainable Development, International Relations, Sales, Finance, Benefit Cost Analysis, Asset Management, Policy
Education
Indiana University Bloomington 2010 — 2013
BSPA, Public Financial Management
Robert Christman's City Securities Corporation Experience February 1996 - April 1998
Job President | Principal Bridge Consulting & Advisory Group
Industry Marketing and Advertising
Experience
RealtyQwest, LLC - Baldwin Companies August 2015 - Present
Bridge Consulting & Advisory Group July 2010 - Present
Baldwin Brothers, Inc. August 2006 - July 2010
Bowne of Indianapolis April 1998 - June 2008
City Securities Corporation February 1996 - April 1998
Skills
Real Estate, Leases, Negotiation, Budgets, Contract Negotiation, Sales, Sales Management, Brokerage, Mergers & Acquisitions, Leadership, Commercial Real Estate, New Business Development, Investment Properties, Investments, Finance, Corporate Real Estate, Residential Homes, Landlords, Investors, Real Estate Transactions, Management, Portfolio Management, Networking, Strategic Leadership, Sales Process, Joint Ventures, Strategic Partnerships, Leveraging Relationships
Education
Indiana University Bloomington 1988 — 1992
B.A., Economics
RealtyQwest, LLC - Baldwin Companies August 2015 - Present
Bridge Consulting & Advisory Group July 2010 - Present
Baldwin Brothers, Inc. August 2006 - July 2010
Bowne of Indianapolis April 1998 - June 2008
City Securities Corporation February 1996 - April 1998
Skills
Real Estate, Leases, Negotiation, Budgets, Contract Negotiation, Sales, Sales Management, Brokerage, Mergers & Acquisitions, Leadership, Commercial Real Estate, New Business Development, Investment Properties, Investments, Finance, Corporate Real Estate, Residential Homes, Landlords, Investors, Real Estate Transactions, Management, Portfolio Management, Networking, Strategic Leadership, Sales Process, Joint Ventures, Strategic Partnerships, Leveraging Relationships
Education
Indiana University Bloomington 1988 — 1992
B.A., Economics
Julie A. Williams's City Securities Corporation Experience December 2008 - Present
Job Vice President and Assistant Director of Compliance at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation December 2008 - Present
NatCity Investments February 2004 - December 2008
Wachovia Securities Financial Network July 1996 - February 2004
Skills
Investment Advisory, Financial Services, Risk Management, Regulatory Compliance, Compliance Management
Education
Purdue University 1988 — 1993
Bachelor of Arts (B.A.), Pre-Physical Therapy Studies/Pre-Medicine Studies
City Securities Corporation December 2008 - Present
NatCity Investments February 2004 - December 2008
Wachovia Securities Financial Network July 1996 - February 2004
Skills
Investment Advisory, Financial Services, Risk Management, Regulatory Compliance, Compliance Management
Education
Purdue University 1988 — 1993
Bachelor of Arts (B.A.), Pre-Physical Therapy Studies/Pre-Medicine Studies
Matt Burnett's City Securities Corporation Experience December 2003 - Present
Job Vice President at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation December 2003 - Present
Education
Indiana University Bloomington
City Securities Corporation December 2003 - Present
Education
Indiana University Bloomington
Brad Hafner's City Securities Corporation Experience December 2000 - November 2003
Job Realtor
Industry Real Estate
Experience
Cressy & Everett Real Estate March 2015 - Present
Michiana March 2014 - February 2015
1st Source Bank May 2011 - November 2013
KeyBank January 2003 - January 2011
City Securities Corporation December 2000 - November 2003
Skills
Financial Analysis, Loans, Consumer Lending, Banking, Small Business Lending, Credit, Commercial Lending, Credit Analysis, Commercial Banking, Retail Banking, Mortgage Lending, Lines Of Credit, Portfolio Management, Customer Service, Leadership, Relationship Management, Strategic Planning, Loan Origination, Risk Management, Team Building, Marketing Strategy, Strategic Financial...
Education
University of Kentucky 1991 — 1996
Bachelor of Science (B.S.), Marketing and Advertising
Cressy & Everett Real Estate March 2015 - Present
Michiana March 2014 - February 2015
1st Source Bank May 2011 - November 2013
KeyBank January 2003 - January 2011
City Securities Corporation December 2000 - November 2003
Skills
Financial Analysis, Loans, Consumer Lending, Banking, Small Business Lending, Credit, Commercial Lending, Credit Analysis, Commercial Banking, Retail Banking, Mortgage Lending, Lines Of Credit, Portfolio Management, Customer Service, Leadership, Relationship Management, Strategic Planning, Loan Origination, Risk Management, Team Building, Marketing Strategy, Strategic Financial...
Education
University of Kentucky 1991 — 1996
Bachelor of Science (B.S.), Marketing and Advertising
Nathan Schnelker's City Securities Corporation Experience 2015 - Present
Job P & C Underwriter, JM Wilson Corp.
Industry Insurance
Experience
City Securities Corporation 2015 - Present
J.M. Wilson January 2013 - April 2015
Shepherd Insurance LLC July 2010 - January 2013
M.J. Schuetz Agency 2008 - 2010
Education
Indiana University—Purdue University Fort Wayne 2002 — 2006
Bachelor's, Organizational Leadership and Supervision
School name:
City Securities Corporation 2015 - Present
J.M. Wilson January 2013 - April 2015
Shepherd Insurance LLC July 2010 - January 2013
M.J. Schuetz Agency 2008 - 2010
Education
Indiana University—Purdue University Fort Wayne 2002 — 2006
Bachelor's, Organizational Leadership and Supervision
School name:
Jean Parsons Jean Parsons's City Securities Corporation Experience January 2005 - Present
Job Director of Operations at City Securities Corp.
Industry Financial Services
Experience
City Securities Corporation January 2005 - Present
Financial services January 2003 - December 2004
Pershing, a BNY Mellon company March 1982 - December 2002
Skills
Series 7, Series 63, Securities
Education
University of Pennsylvania - The Wharton School
Finance and Financial Management Services
Saint Peter's University
Bachelor of Applied Science (B.A.Sc.) and Bachelor of Art, Economics and Marketing, 4.0
City Securities Corporation January 2005 - Present
Financial services January 2003 - December 2004
Pershing, a BNY Mellon company March 1982 - December 2002
Skills
Series 7, Series 63, Securities
Education
University of Pennsylvania - The Wharton School
Finance and Financial Management Services
Saint Peter's University
Bachelor of Applied Science (B.A.Sc.) and Bachelor of Art, Economics and Marketing, 4.0
John Ruggles's City Securities Corporation Experience May 2014 - March 2015
Job Financial Professional
Industry Financial Services
Experience
City Securities Corporation May 2014 - March 2015
Bluegreen Vacations April 2013 - May 2014
Charles Schwab February 2011 - April 2013
Charles Schwab September 2006 - February 2011
Edward Jones 2005 - 2006
Charles Schwab 1999 - 2005
Skills
Series 7, Series 63, Series 23, Compliance, FINRA, Risk Management, Financial Services, Asset Allocation, Securities, Mutual Funds, Equities, Fixed Income, Investments, Investment Strategies, Wealth Management, Portfolio Management, Investment Advisory, Leadership, Management, Customer Service, Strategic Planning
Education
Alma College 1985 — 1989
BA in Business Administration, Finance
Newaygo High School 1981 — 1985
High School Diploma, College Preparatory
City Securities Corporation May 2014 - March 2015
Bluegreen Vacations April 2013 - May 2014
Charles Schwab February 2011 - April 2013
Charles Schwab September 2006 - February 2011
Edward Jones 2005 - 2006
Charles Schwab 1999 - 2005
Skills
Series 7, Series 63, Series 23, Compliance, FINRA, Risk Management, Financial Services, Asset Allocation, Securities, Mutual Funds, Equities, Fixed Income, Investments, Investment Strategies, Wealth Management, Portfolio Management, Investment Advisory, Leadership, Management, Customer Service, Strategic Planning
Education
Alma College 1985 — 1989
BA in Business Administration, Finance
Newaygo High School 1981 — 1985
High School Diploma, College Preparatory
Lora Reihl, MBA's City Securities Corporation Experience February 2009 - October 2010
Job Financial Services Professional
Industry Financial Services
Experience
"Reihl Household" November 2010 - Present
City Securities Corporation February 2009 - October 2010
City Securities Corporation January 2005 - February 2009
City Securities Corporation April 2001 - January 2005
Robert W. Baird & Company January 1996 - January 2001
Massie & Associates & Grand Slam, Inc January 1995 - January 1996
Skills
Series 7, Mutual Funds, 401k, Wealth Management, Asset Allocation, Investments, Series 63, Asset Managment, Retirement Planning, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Securities
Education
University of Indianapolis 1995 — 2000
Masters of Business Administration
University of Indianapolis 1991 — 1995
Bachelor of Arts, Marketing
"Reihl Household" November 2010 - Present
City Securities Corporation February 2009 - October 2010
City Securities Corporation January 2005 - February 2009
City Securities Corporation April 2001 - January 2005
Robert W. Baird & Company January 1996 - January 2001
Massie & Associates & Grand Slam, Inc January 1995 - January 1996
Skills
Series 7, Mutual Funds, 401k, Wealth Management, Asset Allocation, Investments, Series 63, Asset Managment, Retirement Planning, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Securities
Education
University of Indianapolis 1995 — 2000
Masters of Business Administration
University of Indianapolis 1991 — 1995
Bachelor of Arts, Marketing
Terri Kauten Terri Kauten's City Securities Corporation Experience January 1998 - Present
Job Senior Licensing Coordinator at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation January 1998 - Present
Oklahoma City Community College January 1994 - October 1997
Education
Oklahoma City Community College
Associates, Human Resources
University of Phoenix
Bachelors, Business Management/Human Resources
City Securities Corporation January 1998 - Present
Oklahoma City Community College January 1994 - October 1997
Education
Oklahoma City Community College
Associates, Human Resources
University of Phoenix
Bachelors, Business Management/Human Resources
Brian Villa's City Securities Corporation Experience May 2008 - August 2008
Job Vice President Acquisitions at City Real Estate Advisors, Inc.
Industry Real Estate
Experience
City Real Estate Advisors, Inc. December 2014 - Present
City Real Estate Advisors, Inc. February 2013 - December 2014
Bingham Greenebaum Doll LLP August 2010 - February 2013
City Securities Corporation May 2008 - August 2008
Skills
Legal Writing, Commercial Litigation, Real Estate, Real Estate Transactions, Finance, Management, Public Speaking, Corporate Law, Litigation, Mergers, Legal Research, Acquisitions, Leadership, Civil Litigation, Financial Analysis
Education
Indiana University - Kelley School of Business 2007 — 2010
MBA, Finance
Indiana University School of Law—Bloomington 2006 — 2010
JD
Purdue University 2001 — 2005
City Real Estate Advisors, Inc. December 2014 - Present
City Real Estate Advisors, Inc. February 2013 - December 2014
Bingham Greenebaum Doll LLP August 2010 - February 2013
City Securities Corporation May 2008 - August 2008
Skills
Legal Writing, Commercial Litigation, Real Estate, Real Estate Transactions, Finance, Management, Public Speaking, Corporate Law, Litigation, Mergers, Legal Research, Acquisitions, Leadership, Civil Litigation, Financial Analysis
Education
Indiana University - Kelley School of Business 2007 — 2010
MBA, Finance
Indiana University School of Law—Bloomington 2006 — 2010
JD
Purdue University 2001 — 2005
Lora Reihl's City Securities Corporation Experience February 2009 - Present
Job Financial Advisor at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation February 2009 - Present
City Securities Corporation April 2001 - February 2009
Education
University of Indianapolis - School of Business 1996 — 2000
MBA, Masters in Business
University of Indianapolis - School of Business 1991 — 1995
BA, Marketing
Insurance class
City Securities Corporation February 2009 - Present
City Securities Corporation April 2001 - February 2009
Education
University of Indianapolis - School of Business 1996 — 2000
MBA, Masters in Business
University of Indianapolis - School of Business 1991 — 1995
BA, Marketing
Insurance class
Vickie Chamberlain's City Securities Corporation Experience August 1989 - June 2011
Job Marketing at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios June 2011 - Present
City Securities Corporation August 1989 - June 2011
Skills
Customer Service, Financial Planning, Portfolio Management, Finance, Investment Strategies, Equities, ETFs, Financial Advisory, Series 7, Series 63
Education
Indiana Wesleyan University
Bachelor's, Business Management
First Trust Portfolios June 2011 - Present
City Securities Corporation August 1989 - June 2011
Skills
Customer Service, Financial Planning, Portfolio Management, Finance, Investment Strategies, Equities, ETFs, Financial Advisory, Series 7, Series 63
Education
Indiana Wesleyan University
Bachelor's, Business Management
Chris Hutchens, MBA's City Securities Corporation Experience June 2009 - Present
Job Registered Financial Associate at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation June 2009 - Present
Robert W. Baird & Co. June 2008 - December 2008
Charles Schwab June 2006 - June 2008
Skills
Retirement Planning, Series 63, Securities, Life Insurance, Microsoft Office, Wealth Management
Education
Indiana State University 2013 — 2015
Master of Business Administration (MBA)
Ball State University 2002 — 2005
Bachelors of Science, Business Administration
City Securities Corporation June 2009 - Present
Robert W. Baird & Co. June 2008 - December 2008
Charles Schwab June 2006 - June 2008
Skills
Retirement Planning, Series 63, Securities, Life Insurance, Microsoft Office, Wealth Management
Education
Indiana State University 2013 — 2015
Master of Business Administration (MBA)
Ball State University 2002 — 2005
Bachelors of Science, Business Administration
Stuart Hilbert's City Securities Corporation Experience December 2004 - July 2007
Job Owner, Hilbert Solutions, LLC
Industry Internet
Experience
Hilbert Solutions, LLC July 2007 - Present
City Securities Corporation December 2004 - July 2007
Anderson University January 2004 - December 2004
Anderson University - Information Technology Services 2002 - 2004
Skills
JavaScript, SQL, Microsoft SQL Server, VB.NET, DotNetNuke, Project Management, ASP.NET, Web Development, Web Applications, Agile Methodologies, Windows Server, HTML, .NET
Education
Ball State University 2002 — 2004
MS, Information and Communication Sciences
Anderson University 1998 — 2002
BA, Computer Science
Hilbert Solutions, LLC July 2007 - Present
City Securities Corporation December 2004 - July 2007
Anderson University January 2004 - December 2004
Anderson University - Information Technology Services 2002 - 2004
Skills
JavaScript, SQL, Microsoft SQL Server, VB.NET, DotNetNuke, Project Management, ASP.NET, Web Development, Web Applications, Agile Methodologies, Windows Server, HTML, .NET
Education
Ball State University 2002 — 2004
MS, Information and Communication Sciences
Anderson University 1998 — 2002
BA, Computer Science
Brandon Waltman Brandon Waltman's City Securities Corporation Experience November 2012 - Present
Job Help Desk Administrator at City Securities Corporation
Industry Information Technology and Services
Experience
City Securities Corporation November 2012 - Present
Appnuity, LLC March 2012 - October 2012
IU Medical Group Primary Care October 2005 - March 2012
Skills
Windows Server, Windows 7, Software Documentation, Active Directory, Servers, System Administration, Computer Hardware, Networking, Microsoft Office, Cisco Technologies, Windows, Operating Systems, Software Installation, Technical Support, Printers, System Center, Endpoint Security, Group Policy, Help Desk Support, Windows Server 2012, PowerShell, Powershell, Hardware
Education
Ivy Tech Community College
A.A.S., Computer Information Systems - Networking Emphasis
University of Southern Indiana
B.A., English Literature
City Securities Corporation November 2012 - Present
Appnuity, LLC March 2012 - October 2012
IU Medical Group Primary Care October 2005 - March 2012
Skills
Windows Server, Windows 7, Software Documentation, Active Directory, Servers, System Administration, Computer Hardware, Networking, Microsoft Office, Cisco Technologies, Windows, Operating Systems, Software Installation, Technical Support, Printers, System Center, Endpoint Security, Group Policy, Help Desk Support, Windows Server 2012, PowerShell, Powershell, Hardware
Education
Ivy Tech Community College
A.A.S., Computer Information Systems - Networking Emphasis
University of Southern Indiana
B.A., English Literature
Roger Starr's City Securities Corporation Experience 1999 - 2006
Job National Accounts/Exchange Traded Funds at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios April 2006 - Present
City Securities Corporation 1999 - 2006
Skills
Separately Managed..., Marketing Strategy, Wealth Management, Securities, Series 7, Asset Allocation, Investment Strategies, Equity Research, Series 63, Financial Services, Mutual Funds, Alternative Investments, ETFs, Investment Management, Equities, FINRA, Investment Advisory, Investments, Series 24, Series 65
Education
Indiana University-Purdue University at Indianapolis
First Trust Portfolios April 2006 - Present
City Securities Corporation 1999 - 2006
Skills
Separately Managed..., Marketing Strategy, Wealth Management, Securities, Series 7, Asset Allocation, Investment Strategies, Equity Research, Series 63, Financial Services, Mutual Funds, Alternative Investments, ETFs, Investment Management, Equities, FINRA, Investment Advisory, Investments, Series 24, Series 65
Education
Indiana University-Purdue University at Indianapolis
Linda Matkowski's City Securities Corporation Experience May 2012 - Present
Job EVP, Head of Fixed Income Capital Markets / City Securities Corporation
Industry Investment Banking
Experience
City Securities Corporation May 2012 - Present
Mentoring Women's Network Foundation, Indianapolis Chapter 2014 - 2015
Raymond James Financial Inc. May 2010 - May 2012
PMA Financial May 2005 - May 2010
Education
University of Illinois at Urbana-Champaign 1982 — 1986
Bachelors of Science, Elementary Education and Teaching
City Securities Corporation May 2012 - Present
Mentoring Women's Network Foundation, Indianapolis Chapter 2014 - 2015
Raymond James Financial Inc. May 2010 - May 2012
PMA Financial May 2005 - May 2010
Education
University of Illinois at Urbana-Champaign 1982 — 1986
Bachelors of Science, Elementary Education and Teaching
Shawn Sabau's City Securities Corporation Experience May 2009 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
City Securities Corporation May 2009 - Present
Merrill Lynch November 1999 - May 2009
Skills
Wealth Management, Retirement Planning, Investments, Series 7, Financial Planning, Mutual Funds, Asset Allocation, Asset Management, Series 63, Finance
Education
Purdue University Calumet 1993 — 1998
City Securities Corporation May 2009 - Present
Merrill Lynch November 1999 - May 2009
Skills
Wealth Management, Retirement Planning, Investments, Series 7, Financial Planning, Mutual Funds, Asset Allocation, Asset Management, Series 63, Finance
Education
Purdue University Calumet 1993 — 1998
Dustin Detzler's City Securities Corporation Experience August 2007 - Present
Job Account Executive at City Securities Corporation
Industry Insurance
Experience
City Securities Corporation August 2007 - Present
Education
Indiana University Bloomington 2003 — 2007
City Securities Corporation August 2007 - Present
Education
Indiana University Bloomington 2003 — 2007
Jim Huse's City Securities Corporation Experience January 2005 - April 2014
Job Vice President, Capital Markets at David A. Noyes & Company
Industry Investment Banking
Experience
David A. Noyes & Co. April 2014 - Present
City Securities Corporation January 2005 - April 2014
Deloitte & Touche, LLP 2002 - 2005
Education
Indiana University - Kelley School of Business 2000 — 2002
MBA, Financial Analysis
Indiana University - Kelley School of Business 1996 — 2001
BS, Business Administration (Finance & Accounting
Park Tudor School 1994 — 2000
David A. Noyes & Co. April 2014 - Present
City Securities Corporation January 2005 - April 2014
Deloitte & Touche, LLP 2002 - 2005
Education
Indiana University - Kelley School of Business 2000 — 2002
MBA, Financial Analysis
Indiana University - Kelley School of Business 1996 — 2001
BS, Business Administration (Finance & Accounting
Park Tudor School 1994 — 2000
Marc Krasner's City Securities Corporation Experience August 2013 - Present
Job Senior Vice President, Director of Housing at City Securities Corporation
Industry Capital Markets
Experience
City Securities Corporation August 2013 - Present
George K. Baum & Company November 2002 - July 2013
George K. Baum & Company November 1998 - November 2002
George K. Baum & Company June 1995 - November 1998
Arter & Hadden May 1992 - May 1995
Skills
Bonds, Cash Flow, Financial Modeling, Valuation, Investment Banking, Capital Markets, Public Finance, Banking, Business Valuation, Finance, Financial Structuring, Structured Finance, Securitization, Management, Start-ups, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
MBA, Finance
Duke University 1983 — 1986
BA, Public Policy
City Securities Corporation August 2013 - Present
George K. Baum & Company November 2002 - July 2013
George K. Baum & Company November 1998 - November 2002
George K. Baum & Company June 1995 - November 1998
Arter & Hadden May 1992 - May 1995
Skills
Bonds, Cash Flow, Financial Modeling, Valuation, Investment Banking, Capital Markets, Public Finance, Banking, Business Valuation, Finance, Financial Structuring, Structured Finance, Securitization, Management, Start-ups, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
MBA, Finance
Duke University 1983 — 1986
BA, Public Policy
Bob Welch's City Securities Corporation Experience February 2000 - April 2014
Job Senior Managing Director, Capital Markets Group, David A. Noyes & Company
Industry Investment Banking
Experience
David A. Noyes & Co. April 2014 - Present
City Securities Corporation February 2000 - April 2014
Indiana Housing Finance Authority 1993 - 2000
Continental Bank NA 1989 - 1993
Delta Faucent Company (Masco Corporation) 1988 - 1990
Skills
Corporate Finance, Investment Banking, Private Placements, Sell Side, Mergers, Mergers & Acquisitions, Finance, Capital Markets, Capital Raising
Education
Indiana University - Kelley School of Business 1995 — 1998
MBA, Finance
University of Notre Dame 1984 — 1988
BBA, Finance
University of Notre Dame - Mendoza College of Business 1984 — 1988
BBA, Finance
Cathedral High School 1980 — 1984
1984
David A. Noyes & Co. April 2014 - Present
City Securities Corporation February 2000 - April 2014
Indiana Housing Finance Authority 1993 - 2000
Continental Bank NA 1989 - 1993
Delta Faucent Company (Masco Corporation) 1988 - 1990
Skills
Corporate Finance, Investment Banking, Private Placements, Sell Side, Mergers, Mergers & Acquisitions, Finance, Capital Markets, Capital Raising
Education
Indiana University - Kelley School of Business 1995 — 1998
MBA, Finance
University of Notre Dame 1984 — 1988
BBA, Finance
University of Notre Dame - Mendoza College of Business 1984 — 1988
BBA, Finance
Cathedral High School 1980 — 1984
1984
Richard Wynne's City Securities Corporation Experience 2000 - 2004
Job Managing Director at Silver Birch Capital Advisors, LLC
Industry Banking
Experience
Silver Birch Capital Advisors, LLC October 2013 - Present
Apolo Biostreams, LLC March 2013 - Present
Indiana Merchant Banking and Brokerage Co., Inc. October 2009 - September 2013
David A. Noyes & Co. 2006 - 2009
City Securities Corporation 2000 - 2004
McDonald Investments 1997 - 2000
Skills
Strategy, Private Equity, Investment Banking, Venture Capital, Analysis, Alternative Investments, Corporate Development, Mergers & Acquisitions, Valuation, Capital Markets, Corporate Finance, Investments, M&A experience, Portfolio Management, Asset Management, Due Diligence, Financial Modeling, Business Valuation, Hedge Funds, LBO, Business Strategy, Funding, Financial Structuring, Executive Management, Divestitures, Private Placements, Restructuring
Education
Indiana University Bloomington 1995 — 1997
MBA, Finance
Northwestern University 1987 — 1991
Bachelor of Arts (B.A.), History
Silver Birch Capital Advisors, LLC October 2013 - Present
Apolo Biostreams, LLC March 2013 - Present
Indiana Merchant Banking and Brokerage Co., Inc. October 2009 - September 2013
David A. Noyes & Co. 2006 - 2009
City Securities Corporation 2000 - 2004
McDonald Investments 1997 - 2000
Skills
Strategy, Private Equity, Investment Banking, Venture Capital, Analysis, Alternative Investments, Corporate Development, Mergers & Acquisitions, Valuation, Capital Markets, Corporate Finance, Investments, M&A experience, Portfolio Management, Asset Management, Due Diligence, Financial Modeling, Business Valuation, Hedge Funds, LBO, Business Strategy, Funding, Financial Structuring, Executive Management, Divestitures, Private Placements, Restructuring
Education
Indiana University Bloomington 1995 — 1997
MBA, Finance
Northwestern University 1987 — 1991
Bachelor of Arts (B.A.), History
Erica Klaehn's City Securities Corporation Experience May 2006 - July 2010
Job Senior Finance Analyst at Faegre Baker Daniels LLP
Industry Law Practice
Experience
Faegre Baker Daniels LLP October 2014 - Present
Stericycle June 2013 - October 2014
CPI Card Group July 2010 - May 2013
City Securities Corporation May 2006 - July 2010
The Violin Shop of Old Carmel August 2001 - May 2006
Skills
Financial Analysis, Sales & Use Tax, Monarch, Forecasting, Monthly Close, 401k, Customer Service, Financial Statements, Crystal Reports, QuickBooks, Peachtree, Payroll Taxes, Tax Returns, Purchase Management
Education
Indiana Wesleyan University 1999 — 2004
BS, Accounting
Faegre Baker Daniels LLP October 2014 - Present
Stericycle June 2013 - October 2014
CPI Card Group July 2010 - May 2013
City Securities Corporation May 2006 - July 2010
The Violin Shop of Old Carmel August 2001 - May 2006
Skills
Financial Analysis, Sales & Use Tax, Monarch, Forecasting, Monthly Close, 401k, Customer Service, Financial Statements, Crystal Reports, QuickBooks, Peachtree, Payroll Taxes, Tax Returns, Purchase Management
Education
Indiana Wesleyan University 1999 — 2004
BS, Accounting
Chuck Postel's City Securities Corporation Experience 1987 - 1988
Job municipal bond portfolio manager with Stifel Nicolaus' Knall/Cohen Group, Indianapolis/Cleveland
Industry Investment Management
Experience
Stifel Nicolaus September 2008 - Present
KeyBanc Capital Markets March 1979 - March 2007
City Securities Corporation 1987 - 1988
Skills
Series 63, Fixed Income, Alternative Investments, Series 65, Capital Markets, Investment Advisory, Investment Management, Securities, Equities, Mutual Funds, Wealth Management, Investment Banking, Options, Portfolio Management, Investments, Asset Managment, Retirement Planning, Strategic Financial..., Financial Analysis
Education
Marietta College 1974 — 1978
B.A., Accounting
Stifel Nicolaus September 2008 - Present
KeyBanc Capital Markets March 1979 - March 2007
City Securities Corporation 1987 - 1988
Skills
Series 63, Fixed Income, Alternative Investments, Series 65, Capital Markets, Investment Advisory, Investment Management, Securities, Equities, Mutual Funds, Wealth Management, Investment Banking, Options, Portfolio Management, Investments, Asset Managment, Retirement Planning, Strategic Financial..., Financial Analysis
Education
Marietta College 1974 — 1978
B.A., Accounting
Kelly McClarnon's City Securities Corporation Experience August 2003 - Present
Job Board of Public Works at City of Greenfield, IN
Industry Insurance
Experience
City of Greenfield, IN 2012 - Present
City Securities Corporation August 2003 - Present
City Securities Corp 2003 - Present
City of Greenfield, Indiana January 2000 - January 2012
Indiana Farm Bureau Insurance October 1994 - November 2000
Skills
Employee Benefits, Non-profits, Customer Relations, Insurance, Acting, Public Speaking
Education
Indiana University Bloomington 1983 — 1988
Political Science
City of Greenfield, IN 2012 - Present
City Securities Corporation August 2003 - Present
City Securities Corp 2003 - Present
City of Greenfield, Indiana January 2000 - January 2012
Indiana Farm Bureau Insurance October 1994 - November 2000
Skills
Employee Benefits, Non-profits, Customer Relations, Insurance, Acting, Public Speaking
Education
Indiana University Bloomington 1983 — 1988
Political Science
Eric (Rick) Hursh's City Securities Corporation Experience 1996 - Present
Job SVP at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation 1996 - Present
Skills
Series 65, Series 63, Series7, Series 52
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1974 — 1975
MBA, Accounting/Finance
MBA
City Securities Corporation 1996 - Present
Skills
Series 65, Series 63, Series7, Series 52
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1974 — 1975
MBA, Accounting/Finance
MBA
Dustin Detzler's City Securities Corporation Experience August 2007 - September 2008
Job Development Analyst at TWG Development, LLC
Industry Real Estate
Experience
TWG Development, LLC April 2015 - Present
Harrison & Moberly, LLP November 2013 - April 2015
IUPUI Athletics January 2013 - May 2013
Simon Property Group May 2012 - May 2013
Marion County Superior Court August 2012 - December 2012
NCAA January 2012 - May 2012
Exclusive Sports Group, LLC October 2011 - December 2011
Richards, Boje, Pickering, Benner & Becker May 2011 - October 2011
The Ohlson Group November 2008 - July 2010
City Securities Corporation August 2007 - September 2008
Skills
Real Estate Financing, Real Estate, Legal Writing, Litigation, Leases, Real Estate Economics, Finance, Research, Tenant, Pleadings, Compliance, Contract Negotiation, Legal Research, Real Estate Transactions, Corporate Law, Due Diligence, Mergers
Education
Indiana University Robert H. McKinney School of Law 2010 — 2013
J.D.
Indiana University - Kelley School of Business 2003 — 2007
Bachelor of Science, Finance
TWG Development, LLC April 2015 - Present
Harrison & Moberly, LLP November 2013 - April 2015
IUPUI Athletics January 2013 - May 2013
Simon Property Group May 2012 - May 2013
Marion County Superior Court August 2012 - December 2012
NCAA January 2012 - May 2012
Exclusive Sports Group, LLC October 2011 - December 2011
Richards, Boje, Pickering, Benner & Becker May 2011 - October 2011
The Ohlson Group November 2008 - July 2010
City Securities Corporation August 2007 - September 2008
Skills
Real Estate Financing, Real Estate, Legal Writing, Litigation, Leases, Real Estate Economics, Finance, Research, Tenant, Pleadings, Compliance, Contract Negotiation, Legal Research, Real Estate Transactions, Corporate Law, Due Diligence, Mergers
Education
Indiana University Robert H. McKinney School of Law 2010 — 2013
J.D.
Indiana University - Kelley School of Business 2003 — 2007
Bachelor of Science, Finance
Gordon Bauer's City Securities Corporation Experience May 2001 - March 2006
Job MultiFamily/Commercial Specialist for James Hardie
Industry Real Estate
Experience
James Hardie Building Products September 2014 - Present
Oracle Design Group September 2009 - Present
Earth Green Unlimited October 2008 - September 2009
Pedcor Investments September 2007 - October 2008
G Bauer Properties March 2006 - September 2007
City Securities Corporation May 2001 - March 2006
Education
Purdue University 1995 — 2000
Bachelors, Management
Purdue University - Krannert School of Management 1995 — 2000
Bachelors
James Hardie Building Products September 2014 - Present
Oracle Design Group September 2009 - Present
Earth Green Unlimited October 2008 - September 2009
Pedcor Investments September 2007 - October 2008
G Bauer Properties March 2006 - September 2007
City Securities Corporation May 2001 - March 2006
Education
Purdue University 1995 — 2000
Bachelors, Management
Purdue University - Krannert School of Management 1995 — 2000
Bachelors
Diane Jung-South's City Securities Corporation Experience April 2002 - Present
Job Registered Financial Associate at City Securities Corporation and Branch Office Administrator
Industry Financial Services
Experience
City Securities Corporation April 2002 - Present
Skills
Series 7, Series 63, Series 24, Series 65, series 53
Education
Purdue University 1996 — 2000
Bachelor's degree, Financial Counseling and Planning
City Securities Corporation April 2002 - Present
Skills
Series 7, Series 63, Series 24, Series 65, series 53
Education
Purdue University 1996 — 2000
Bachelor's degree, Financial Counseling and Planning
Michael Bosway's City Securities Corporation Experience June 1999 - Present
Job President & CEO at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation June 1999 - Present
City Securities Corporation June 1982 - June 1999
Skills
Wealth Management, Investment Banking, Series 7, Retirement Planning, Bonds, Series 63, Strategic Planning, Series 24
Education
The Ohio State University 1980 — 1982
MBA, Finance
University of Dayton 1976 — 1980
B.A., Economics
City Securities Corporation June 1999 - Present
City Securities Corporation June 1982 - June 1999
Skills
Wealth Management, Investment Banking, Series 7, Retirement Planning, Bonds, Series 63, Strategic Planning, Series 24
Education
The Ohio State University 1980 — 1982
MBA, Finance
University of Dayton 1976 — 1980
B.A., Economics
Timothy Dusing's City Securities Corporation Experience 2013 - Present
Job Senior Vice President, Private Placements/Institutional Sales at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation 2013 - Present
City Securities Corporation 2010 - 2013
City Securities Corporation February 1991 - 2010
Education
Indiana University Bloomington 1976 — 1980
BS, Business Marketing & Administration
City Securities Corporation 2013 - Present
City Securities Corporation 2010 - 2013
City Securities Corporation February 1991 - 2010
Education
Indiana University Bloomington 1976 — 1980
BS, Business Marketing & Administration
Jason Rich's City Securities Corporation Experience October 2008 - Present
Job Account Executive at City Securities Insurance, LLC
Industry Insurance
Experience
City Securities Corporation October 2008 - Present
Skills
Underwriting, Customer Service, Insurance, Property & Casualty..., Commercial Insurance, Sales, Strategic Planning, Risk Management
Education
Indiana University Bloomington 1994 — 1999
City Securities Corporation October 2008 - Present
Skills
Underwriting, Customer Service, Insurance, Property & Casualty..., Commercial Insurance, Sales, Strategic Planning, Risk Management
Education
Indiana University Bloomington 1994 — 1999
Tina Montgomery's City Securities Corporation Experience March 1996 - April 2012
Job Realtor at Montgomery Group Realty
Industry Real Estate
Experience
Montgomery Group Realty January 2013 - Present
City Securities Corporation March 1996 - April 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Marketing, Social Media, Sales, Social Networking, Public Relations, Social Media Marketing, PowerPoint, Account Management, Microsoft Word, Negotiation, Marketing Strategy, Management, Fundraising, New Business Development, Community Outreach, Budgets, Event Management, Real Estate, Project Management, Data Analysis, Real Estate Transactions
Education
Ball State University 1990 — 1994
Bachelor, Criminal Justice
Montgomery Group Realty January 2013 - Present
City Securities Corporation March 1996 - April 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Marketing, Social Media, Sales, Social Networking, Public Relations, Social Media Marketing, PowerPoint, Account Management, Microsoft Word, Negotiation, Marketing Strategy, Management, Fundraising, New Business Development, Community Outreach, Budgets, Event Management, Real Estate, Project Management, Data Analysis, Real Estate Transactions
Education
Ball State University 1990 — 1994
Bachelor, Criminal Justice
Kelly McNairy's City Securities Corporation Experience 2004 - October 2011
Job
Industry Investment Banking
Experience
KeyBanc Capital Markets Inc. October 2011 - Present
City Securities Corporation 2004 - October 2011
4086 Advisors May 2000 - December 2003
Education
Purdue University
KeyBanc Capital Markets Inc. October 2011 - Present
City Securities Corporation 2004 - October 2011
4086 Advisors May 2000 - December 2003
Education
Purdue University
Beth Kessie's City Securities Corporation Experience 2005 - 2006
Job Director of Marketing at Northwestern Mutual/Aaron Moore
Industry Financial Services
Experience
Northwestern Mutual March 2012 - June 2014
Raymond James & Associates June 2006 - May 2011
City Securities Corporation 2005 - 2006
Skills
Series 7, Series 66, Mutual Funds, Retirement, 401k, Uniform Combined State..., Retirement Planning, Strategic Financial..., Series 63
Education
Purdue University 1999 — 2004
Bachelor of Arts, Elementary Education
Northwestern Mutual March 2012 - June 2014
Raymond James & Associates June 2006 - May 2011
City Securities Corporation 2005 - 2006
Skills
Series 7, Series 66, Mutual Funds, Retirement, 401k, Uniform Combined State..., Retirement Planning, Strategic Financial..., Series 63
Education
Purdue University 1999 — 2004
Bachelor of Arts, Elementary Education
Brad McIntosh's City Securities Corporation Experience April 2009 - Present
Job Associate Systems Administrator at City Financial Corporation
Industry Information Technology and Services
Experience
City Securities Corporation April 2009 - Present
Tech Team Global February 2008 - December 2008
Skills
Active Directory, Problem Solving, Troubleshooting, XP, Desktop Support, Windows, Windows Server, Windows Server 2003, A+ Certified, Technical Support, System Administration, Windows 7, Operating Systems, Windows XP, SharePoint, Help Desk Support
Education
Indiana University Kokomo 2004 — 2006
BS, Computer Info Systems, History
Indiana University Bloomington
City Securities Corporation April 2009 - Present
Tech Team Global February 2008 - December 2008
Skills
Active Directory, Problem Solving, Troubleshooting, XP, Desktop Support, Windows, Windows Server, Windows Server 2003, A+ Certified, Technical Support, System Administration, Windows 7, Operating Systems, Windows XP, SharePoint, Help Desk Support
Education
Indiana University Kokomo 2004 — 2006
BS, Computer Info Systems, History
Indiana University Bloomington
Tyler Klaehn's City Securities Corporation Experience March 2007 - May 2010
Job Consultant at Hamernik, LLC
Industry Management Consulting
Experience
Hamernik, LLC October 2015 - Present
Kite Realty Group May 2013 - October 2015
Ambassador Enterprises May 2010 - May 2013
City Securities Corporation March 2007 - May 2010
Pearl Street Venture Funds August 2006 - December 2006
Wyrostek & Larson, Ameriprise Financial June 2006 - August 2006
The National Bank of Indianapolis January 2006 - May 2006
Skills
Financial Analysis, Corporate Finance, Private Equity, Financial Modeling, Investments, Valuation, Investment Banking, Mergers, Venture Capital, Finance, Due Diligence
Education
Butler University 2003 — 2007
BSBA, Finance
Hamernik, LLC October 2015 - Present
Kite Realty Group May 2013 - October 2015
Ambassador Enterprises May 2010 - May 2013
City Securities Corporation March 2007 - May 2010
Pearl Street Venture Funds August 2006 - December 2006
Wyrostek & Larson, Ameriprise Financial June 2006 - August 2006
The National Bank of Indianapolis January 2006 - May 2006
Skills
Financial Analysis, Corporate Finance, Private Equity, Financial Modeling, Investments, Valuation, Investment Banking, Mergers, Venture Capital, Finance, Due Diligence
Education
Butler University 2003 — 2007
BSBA, Finance
Douglas Hopek's City Securities Corporation Experience July 2015 - Present
Job Senior Vice President, Corporate Finance at City Securities Corporation
Industry Investment Banking
Experience
City Securities Corporation July 2015 - Present
Riverside Brookfield Educational Foundation September 2014 - Present
KPMG Corporate Finance LLC July 2010 - April 2015
Ronald McDonald House Charities of Chicagoland and Northwest Indiana March 2009 - May 2014
Alma College Chicago Advisory Committee 2008 - 2012
First Analysis Securities Corporation March 2000 - June 2009
RBC Capital Markets September 1999 - February 2000
Wells Fargo Securities, LLC September 1998 - August 1999
Raymond James Financial, Inc. July 1997 - August 1998
BB&T Capital Markets May 1993 - August 1995
Skills
Investment Banking, Corporate Finance, Financial Modeling, Due Diligence, Mergers & Acquisitions, Strategic Planning, Private Equity, Financial Analysis, Mergers, Fundraising, Valuation, Strategy, Venture Capital, Start-ups, Business Valuation
Education
University of Notre Dame 1995 — 1997
MBA, Finance & Tax
Alma College 1989 — 1993
BA, Finance, Political Science & Economics
City Securities Corporation July 2015 - Present
Riverside Brookfield Educational Foundation September 2014 - Present
KPMG Corporate Finance LLC July 2010 - April 2015
Ronald McDonald House Charities of Chicagoland and Northwest Indiana March 2009 - May 2014
Alma College Chicago Advisory Committee 2008 - 2012
First Analysis Securities Corporation March 2000 - June 2009
RBC Capital Markets September 1999 - February 2000
Wells Fargo Securities, LLC September 1998 - August 1999
Raymond James Financial, Inc. July 1997 - August 1998
BB&T Capital Markets May 1993 - August 1995
Skills
Investment Banking, Corporate Finance, Financial Modeling, Due Diligence, Mergers & Acquisitions, Strategic Planning, Private Equity, Financial Analysis, Mergers, Fundraising, Valuation, Strategy, Venture Capital, Start-ups, Business Valuation
Education
University of Notre Dame 1995 — 1997
MBA, Finance & Tax
Alma College 1989 — 1993
BA, Finance, Political Science & Economics
Brian Jacobson, CDFA's City Securities Corporation Experience July 2009 - Present
Job Financial Advisor, Burnett Jacobson Financial Group at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation July 2009 - Present
Skills
Retirement Planning, Finance, Risk Management, Analysis, Small Business, Financial Services, Investment Management, Forecasting, Management, Wealth Accumulation, Wealth Management, Investments, Series 7
Education
Indiana University Bloomington 1990 — 1994
B.S, Business
City Securities Corporation July 2009 - Present
Skills
Retirement Planning, Finance, Risk Management, Analysis, Small Business, Financial Services, Investment Management, Forecasting, Management, Wealth Accumulation, Wealth Management, Investments, Series 7
Education
Indiana University Bloomington 1990 — 1994
B.S, Business
Kyle Klepsch's City Securities Corporation Experience May 2009 - May 2014
Job Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
City Securities Corporation May 2009 - May 2014
Merrill Lynch March 2006 - May 2009
Skills
Retirement Planning, Series 7, Mutual Funds, Asset Allocation, Estate Planning, Wealth Management, Investment Advisory, Strategic Financial..., Financial Analysis, Alternative Investments, Investments, Asset Management, Bonds, Insurance, Fixed Income, Life Insurance, Equities, Series 63
Education
Indiana University Robert H. McKinney School of Law 2002 — 2005
Juris Doctor
Indiana University Bloomington 1997 — 2001
Bachelor of Science (BS), Kinesiology
Ameriprise Financial Services, Inc. May 2014 - Present
City Securities Corporation May 2009 - May 2014
Merrill Lynch March 2006 - May 2009
Skills
Retirement Planning, Series 7, Mutual Funds, Asset Allocation, Estate Planning, Wealth Management, Investment Advisory, Strategic Financial..., Financial Analysis, Alternative Investments, Investments, Asset Management, Bonds, Insurance, Fixed Income, Life Insurance, Equities, Series 63
Education
Indiana University Robert H. McKinney School of Law 2002 — 2005
Juris Doctor
Indiana University Bloomington 1997 — 2001
Bachelor of Science (BS), Kinesiology
Terrance Casey's City Securities Corporation Experience 1982 - 1988
Job JIT Logisitics for Subaru at Ventrue Logisitics
Industry Investment Management
Experience
Ventrue Logisitics September 2012 - Present
Professional Alliance Group January 2011 - September 2012
Morgan Stanley Smith Barney 2010 - 2011
Hoosier Wings Development LLC 2008 - 2010
American Express 2006 - 2009
Alliance Data 2002 - 2005
American Express 1992 - 2002
AG Communication Systems 1990 - 1992
City Securities Corporation 1982 - 1988
The Hartford 1980 - 1982
Skills
Credit Cards, Portfolio Management, Risk Management, Risk, Financial Analysis, Operational Risk..., Executive Management, Credit Risk, Business Strategy, Process Improvement, Strategic Planning, Business Process..., Change Management, Customer Relations, Financial Risk
Education
Purdue University 1988 — 1990
Statistics
Tulane University 1976 — 1980
BA, Economics
Ventrue Logisitics September 2012 - Present
Professional Alliance Group January 2011 - September 2012
Morgan Stanley Smith Barney 2010 - 2011
Hoosier Wings Development LLC 2008 - 2010
American Express 2006 - 2009
Alliance Data 2002 - 2005
American Express 1992 - 2002
AG Communication Systems 1990 - 1992
City Securities Corporation 1982 - 1988
The Hartford 1980 - 1982
Skills
Credit Cards, Portfolio Management, Risk Management, Risk, Financial Analysis, Operational Risk..., Executive Management, Credit Risk, Business Strategy, Process Improvement, Strategic Planning, Business Process..., Change Management, Customer Relations, Financial Risk
Education
Purdue University 1988 — 1990
Statistics
Tulane University 1976 — 1980
BA, Economics
Mary Ann Hull's City Securities Corporation Experience April 2008 - June 2011
Job Finance and Accounting Manager at Greater Indianapolis Chamber of Commerce
Industry Financial Services
Experience
Greater Indianapolis Chamber of Commerce June 2011 - Present
City Securities Corporation April 2008 - June 2011
Union Federal Bank 2005 - 2006
Crowe Chizek and Company, LLC 2002 - 2005
Skills
CPA, Auditing, Internal Controls, Financial Reporting
Education
Indiana University - Kelley School of Business 2001 — 2003
Master's Degree, Masters of Professional Accountancy
Indiana University-Purdue University at Indianapolis 1997 — 2001
Bachelor's Degree, Accounting & Computer Information Systems
Greater Indianapolis Chamber of Commerce June 2011 - Present
City Securities Corporation April 2008 - June 2011
Union Federal Bank 2005 - 2006
Crowe Chizek and Company, LLC 2002 - 2005
Skills
CPA, Auditing, Internal Controls, Financial Reporting
Education
Indiana University - Kelley School of Business 2001 — 2003
Master's Degree, Masters of Professional Accountancy
Indiana University-Purdue University at Indianapolis 1997 — 2001
Bachelor's Degree, Accounting & Computer Information Systems
Melissa Mauger's City Securities Corporation Experience November 2012 - Present
Job Commercial Service Agent at City Securities Corporation
Industry Insurance
Experience
City Securities Corporation November 2012 - Present
CoLiance Risk Advisors May 2012 - October 2012
MJ Insurance March 2004 - May 2012
Skills
Employment Practices..., Property & Casualty..., Commercial Insurance, Commercial Lines, Workers Compensation, Underwriting, Casualty, Legal Liability, Brokers, Insurance, Professional Liability, D&O
Education
Indiana University-Purdue University at Indianapolis 1995 — 2000
Bachelor of Arts, History
City Securities Corporation November 2012 - Present
CoLiance Risk Advisors May 2012 - October 2012
MJ Insurance March 2004 - May 2012
Skills
Employment Practices..., Property & Casualty..., Commercial Insurance, Commercial Lines, Workers Compensation, Underwriting, Casualty, Legal Liability, Brokers, Insurance, Professional Liability, D&O
Education
Indiana University-Purdue University at Indianapolis 1995 — 2000
Bachelor of Arts, History
Diane Druck's City Securities Corporation Experience 1975 - 1989
Job Independent Investment Management Professional
Industry Investment Management
Experience
Kappa Alpha Theta Fraternity 1992 - 1998
City Securities Corporation 1975 - 1989
Education
Indiana University Bloomington 1969 — 1973
B. S., Kelley School of Business
Logansport High School, Logansport, IN
Kappa Alpha Theta Fraternity 1992 - 1998
City Securities Corporation 1975 - 1989
Education
Indiana University Bloomington 1969 — 1973
B. S., Kelley School of Business
Logansport High School, Logansport, IN
Ray DiGaetano, CFA's City Securities Corporation Experience January 2013 - Present
Job Executive Vice President, Private Client Group at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation January 2013 - Present
Janney Montgomery Scott, LLC November 2011 - November 2012
Janney Montgomery Scott March 2005 - November 2011
Skills
Series 7, Investment Strategies, Asset Allocation, Alternative Investments, Wealth Management, Investment Advisory, Financial Advisory, Retirement Planning, Estate Planning
Education
Hiram College 1980 — 1984
BA, Economics
City Securities Corporation January 2013 - Present
Janney Montgomery Scott, LLC November 2011 - November 2012
Janney Montgomery Scott March 2005 - November 2011
Skills
Series 7, Investment Strategies, Asset Allocation, Alternative Investments, Wealth Management, Investment Advisory, Financial Advisory, Retirement Planning, Estate Planning
Education
Hiram College 1980 — 1984
BA, Economics
Latoya Lee's City Securities Corporation Experience February 2008 - April 2013
Job Accounting Analyst at City Real Estate Advisors
Industry Financial Services
Experience
City Real Estate Advisors, Inc. May 2013 - Present
City Securities Corporation February 2008 - April 2013
Skills
Financial Analysis, CPA
Education
Indiana Wesleyan University 2002 — 2005
Bachelor's degree, Accounting
City Real Estate Advisors, Inc. May 2013 - Present
City Securities Corporation February 2008 - April 2013
Skills
Financial Analysis, CPA
Education
Indiana Wesleyan University 2002 — 2005
Bachelor's degree, Accounting
Karen Mizner's City Securities Corporation Experience August 2005 - July 2014
Job Administrative Assistant/Receptionist
Industry Financial Services
Experience
City Securities Corporation August 2005 - July 2014
Education
Cuyahoga Community College 1992 — 1994
Associate's Degree, Dietetic Technology, GPA of 3.9
City Securities Corporation August 2005 - July 2014
Education
Cuyahoga Community College 1992 — 1994
Associate's Degree, Dietetic Technology, GPA of 3.9
Gordon Bauer's City Securities Corporation Experience May 2001 - March 2006
Job Regional Sales Representative at Walter Surface Technologies
Industry Mechanical or Industrial Engineering
Experience
Walter Surface Technologies May 2012 - Present
Metal Sales Manufacturing Corporation January 2011 - March 2012
Oracle Design Group July 2009 - December 2010
G Bauer Properties March 2006 - September 2009
Pedcor Investments June 2007 - August 2008
City Securities Corporation May 2001 - March 2006
Skills
Cold Calling, Sales, Sales Management, Salesforce.com, Account Management, Key Account Development, Cost Saving Initiatives, Project Management, Consulting, Appraisals, Real Estate Development, Section 42, Affordable Housing, Real Estate Economics
Education
Purdue University 1995 — 2000
Bachelor's degree, Business Administration and Management, General
Walter Surface Technologies May 2012 - Present
Metal Sales Manufacturing Corporation January 2011 - March 2012
Oracle Design Group July 2009 - December 2010
G Bauer Properties March 2006 - September 2009
Pedcor Investments June 2007 - August 2008
City Securities Corporation May 2001 - March 2006
Skills
Cold Calling, Sales, Sales Management, Salesforce.com, Account Management, Key Account Development, Cost Saving Initiatives, Project Management, Consulting, Appraisals, Real Estate Development, Section 42, Affordable Housing, Real Estate Economics
Education
Purdue University 1995 — 2000
Bachelor's degree, Business Administration and Management, General
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial