Coldstream Financial

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Coldstream Financial Employees

Employee
Years
Job
Industry
Emily Santos Emily Santos Buffalo/Niagara, New York Area Details
Emily Santos's Coldstream Financial Experience June 2004 - February 2006
Job Product Manager at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank  October 2010 - Present
MASTERCARD WORLDWIDE  July 2010 - October 2010
MASTERCARD WORLDWIDE  March 2007 - July 2010
MasterCard  April 2006 - April 2007
COLDSTREAM FINANCIAL   June 2004 - February 2006
M&T Bank  2001 - 2004

Skills
Project Portfolio..., Program Management, PMP, Project Management, Credit, Software Documentation, SQL, Management, Managerial Finance, Microsoft Office, Sales, Executive Management, Equities, Customer Service, Customer Satisfaction, Banking, Credit Cards, Payments, Debit Cards, PMO, EMV, Business Strategy, Payment Systems, Payment Card Processing, Portfolio Management, Strategy, Cards, Risk Management, Business Requirements, Relationship Management, Product Management, SDLC, Business Analysis, Integration, Leadership

Education
MIAMI UNIVERSITY, Richard T. Farmer School of Business   2000 — 2004
B.S, Management Information Systems

Miami University   2000 — 2004
MIS, Finance

Ben Fry Ben Fry Cincinnati Area Details
Ben Fry's Coldstream Financial Experience March 2008 - September 2008
Job CEO at Fry Holdings LLC
Industry Real Estate
Experience
Fry Holdings LLC   December 2010 - Present
Open Door Properties   September 2013 - Present
Colliers International  March 2010 - June 2010
Emery Financial Services   October 2008 - February 2010
Coldstream Financial   March 2008 - September 2008

Skills
Investment Properties, Real Estate, REO, Bulk Sales, Real Estate Transactions, Preforming Notes, NPN, Project Management, Foreclosures, Marketing, Negotiation, Investors, Marketing Strategy, Market Research, Commercial Real Estate, Short Sales, Mortgage Lending, FHA, Real Estate Financing, Sales, Leasing, Real Estate Economics, Property Management

Education
College of Business, Class of 2011   2008 — 2012
Bachelor of Business Administration (B.B.A.), Real Estate

University of Cincinnati   2007 — 2011

University of Cincinnati College of Business   2007 — 2011
Bachelor of Business Administration (B.B.A.), Real Estate

Edison Community College   2006 — 2007
General

Justin Freedman Justin Freedman Cincinnati Area Details
Justin Freedman's Coldstream Financial Experience February 2007 - November 2007
Job Division Lead Application Services at TEKsystems
Industry Information Technology and Services
Experience
TEKsystems  June 2015 - Present
TEKsystems  February 2011 - Present
TEKsystems  March 2010 - February 2011
Aerotek Engineering  October 2008 - January 2010
Aerotek  November 2007 - October 2008
Coldstream Financial   February 2007 - November 2007

Skills
Technical Recruiting, Staffing Services

Education
Miami University   2002 — 2006
Bachelors of Science in Business, Marketing

Pasha Ghanei Pasha Ghanei Atlanta, Georgia Details
Pasha Ghanei's Coldstream Financial Experience June 2004 - May 2005
Job Director of Business Development at KEVIN.MURPHY
Industry Consumer Goods
Experience
KEVIN.MURPHY  May 2015 - Present
Keratin Complex  June 2013 - March 2015
Colomer Beauty Brands   May 2006 - May 2013
Coldstream Financial   June 2004 - May 2005

Skills
Sales, Account Management, Marketing Strategy, Retail, Direct Sales, Competitive Analysis, Sales Presentations, Sales Management, Product Marketing, FMCG, Marketing, Trade Shows, Product Development, Brand Management, Merchandising, P&L Management, Consumer Products, Key Account Management

Education
University of Colorado Boulder

Wes Stichweh Wes Stichweh Raleigh-Durham, North Carolina Area Details
Wes Stichweh's Coldstream Financial Experience May 2005 - January 2006
Job Regional Account Manager for Sage Services Group
Industry Medical Devices
Experience
Sage Services Group   September 2013 - Present
Seacoast Christian Community Church   August 2011 - August 2013
Q4 Launch   August 2009 - September 2011
Malace International   May 2009 - August 2011
Aerotek  January 2006 - August 2008
Coldstream Financial   May 2005 - January 2006

Skills
Management, Recruiting, Customer Service, Leadership Development, Technical Recruiting, Cold Calling, Sales, Marketing Strategy, Marketing, Human Resources, Training

Education
Miami University   2001 — 2005
Bachelors, Marketing and Supply Chain Management

Landon Shewmake Landon Shewmake Knoxville, Tennessee Area Details
Landon Shewmake's Coldstream Financial Experience 2002 - 2004
Job General Manager of Southern Education Practice at FranklinCovey
Industry Consumer Services
Experience
FranklinCovey  August 2011 - Present
FranklinCovey  February 2008 - August 2011
JPMorgan Chase  2004 - 2008
Coldstream Financial   2002 - 2004
Cintas  2001 - 2002
University of Tennessee Men's Basketball Team   1997 - 2001

Skills
Group Presentations, Strategic Planning, Marketing Strategy, Microsoft Office, Sales Management, Salesforce.com, Direct Sales, Sales Process, Database Management, Budgeting, Team Leadership, Hiring Personnel, Motivation, System Deployment, Salesforce Training, Event Planning, Social Media, Social Media Marketing, Lead Generation, New Business Development, Team Building, Leadership, Recruiting, Leadership Development, Sales Operations, CRM, Start-ups, Time Management, Cold Calling, Coaching, Public Speaking, Training, Strategy, Sales, Process Improvement, Account Management, Marketing

Education
Haslam College of Business at the University of Tennessee   1997 — 2001
B.S., Marketing

Farragut High School   1994 — 1997
High School Degree, Various

Ian Preuth Ian Preuth Cincinnati Area Details
Ian Preuth's Coldstream Financial Experience April 2007 - June 2007
Job
Industry Hospital & Health Care
Experience
WCPO-TV  June 2007 - August 2012
Get Sports Enterprises   April 2004 - December 2008
Coldstream Financial   April 2007 - June 2007

Skills
Producing, Editing, ENPS, Broadcast Journalism, Journalism, Recruiting, Video, Interviews, New Media, Multimedia, Video Editing, Videography, Social Networking, Digital Media, Feature Articles, Social Media Marketing, Executive Sales..., IT Recruitment, Executive Placements, Client/Hiring Manager..., Healthcare Information..., Healthcare Analytics, Executive Search

Education
University of Cincinnati   2000 — 2006
Bachelors

Oak Hills

Ryan Eversole Ryan Eversole Cincinnati Area Details
Ryan Eversole's Coldstream Financial Experience 2006 - 2007
Job Financial Professional
Industry Investment Management
Experience
Fidelity Investments  June 2015 - Present
Fidelity Investments  January 2013 - May 2015
Walgreens  March 2007 - June 2010
Coldstream Financial   2006 - 2007
Cincinati Sports Club   January 2006 - August 2006

Skills
Customer Service, Financial Analysis, Sales, Microsoft Office, Strategic Planning, Marketing, PowerPoint, Social Media, Analysis, Account Management, Social Media Marketing, Time Management, Marketing Strategy, Project Management, Management

Education
Bowling Green State University   2002 — 2006
BS, Management/Marketing

Little Miami High School   1998 — 2002

Daniel Carvelli Daniel Carvelli Cincinnati Area Details
Daniel Carvelli's Coldstream Financial Experience January 2006 - June 2006
Job Assistant Manager at First Financial Bank
Industry Banking
Experience
First Financial Bank  February 2014 - Present
First Financial Bank  September 2013 - February 2014
U.S. Bank   June 2011 - August 2013
U.S. Bank   April 2010 - June 2011
Prominent Title Agency, LLC   January 2009 - April 2010
Frame USA/ Posterservice Incorporated   July 2006 - January 2009
Coldstream Financial   January 2006 - June 2006

Skills
Notary Public, Management, Sales, Customer Service, Loans, Banking, Consumer Lending, Mortgage Lending

Education
Miami University
Bachelor of Arts (B.A.)

Justin Freedman Justin Freedman Cincinnati Area Details
Justin Freedman's Coldstream Financial Experience February 2007 - November 2007
Job Account Manager at Aerotek Engineering
Industry Staffing and Recruiting
Experience
Aerotek  October 2008 - Present
Aerotek  November 2007 - October 2008
Coldstream Financial   February 2007 - November 2007

Education
Miami University   2002 — 2006
BS, Marketing

Brandon Horton Brandon Horton Greater Chicago Area Details
Brandon Horton's Coldstream Financial Experience May 2006 - May 2007
Job Manager Sales Operations and Quality Control at Constellation
Industry Oil & Energy
Experience
Constellation  February 2015 - Present
Constellation, An Exelon Company  March 2010 - February 2015
Constellation, An Exelon Company  July 2007 - March 2010
Coldstream Financial   May 2006 - May 2007

Skills
Contract Negotiation, Renewable Energy, Energy, Management, Natural Gas, Sales Process, Budgets, Strategy, Procurement, Sales, Financial Analysis, Energy Management, Sales Management, Leadership, Analysis, Marketing, Business Development, Strategic Planning

Education
Miami University   2002 — 2006
Bachelor, Major: Finance Minor: Decision Sciences, 3.0 / 4.0

DePaul University   2010 — 2013
Master of Business Administration (MBA), Finance - Strategy, Execution and Valuation; Management - Leadership and Change Management, 3.96 / 4.00

Bryan Meilinger Bryan Meilinger Cincinnati Area Details
Bryan Meilinger's Coldstream Financial Experience 2006 - 2007
Job Financial Representative
Industry Investment Management
Experience
Company  June 2007 - Present
Coldstream Financial   2006 - 2007

Education
Miami University   2002 — 2006
Bachelors, Finance, Decision Sciences