Coldstream Financial Services

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Coldstream Financial Services Employees

Employee
Years
Job
Industry
Mike Weppler Mike Weppler Cincinnati Area Details
Mike Weppler's Coldstream Financial Services Experience June 2004 - April 2006
Job Mortgage Direct Loan Officer at Huntington National Bank
Industry Real Estate
Experience
Quality Renters   January 2015 - Present
Huntington National Bank  February 2013 - Present
Fidelity Investments  March 2011 - July 2012
Authentic Leadership Cincinnati   September 2009 - December 2011
World Financial Group (WFG)   August 2006 - February 2011
Linked 2 Leadership   April 2010 - November 2010
Coldstream Financial Services   June 2004 - April 2006

Skills
Leadership Development, Training, Teaching, Investments, Strategic Financial..., Strategic Planning, Coaching, Entrepreneurship, Public Speaking, Financial Services, Team Building, Leadership, Insurance, Finance, Financial Analysis, Organizational..., Management Consulting, Executive Coaching, Change Management, Community Outreach, Small Business, Strategy, Marketing, Budgets, Business Planning, Executive Management

Education
Miami University   2000 — 2004
Bachelor of Science

Thomas Worthington H.S.   2000 — 2004

Michael H. Meyer Michael H. Meyer Cincinnati, Ohio Details
Michael H. Meyer's Coldstream Financial Services Experience February 2004 - February 2008
Job Sales Manager / Senior Loan Officer at Bank of England dba ENG Lending
Industry Financial Services
Experience
Bank of England dba ENG Lending   December 2013 - Present
Rapid Mortgage  February 2008 - December 2013
Coldstream Financial Services   February 2004 - February 2008

Skills
Mortgage Lending, Loans, Training, Banking, Finance, Credit, FHA, Credit Analysis, Loan Origination, Mortgage Banking, Financial Analysis, Refinance, Commercial Lending, Real Estate, Small Business Lending, Sales, VA Loans

Education
Miami University   1999 — 2003
Bachelor of Science, Finance

Moller High School   1996 — 1999

Darius Scott Darius Scott Dayton, Ohio Area Details
Darius Scott's Coldstream Financial Services Experience October 2006 - February 2008
Job Senior Project Manager
Industry Financial Services
Experience
Fifth Third Bank  May 2015 - Present
United Way of the Greater Dayton Area  August 2014 - May 2015
Swick & Company   June 2014 - September 2014
Booz Allen Hamilton  March 2010 - April 2014
US Bank  December 2009 - April 2010
Kohl's Department Stores  June 2008 - December 2009
Coldstream Financial Services   October 2006 - February 2008

Skills
Scientific and..., Contract Analysis, Financial Analysis, Contractual Agreements, Project Management, Scientific, DoD, Management, Government, Analysis, Banking, Government Contracting, Finance, Risk Management, Management Consulting, Strategy, Program Management, Security Clearance, Business Process..., Policy, Process Improvement, Proposal Writing, Leadership, Governance

Education
Miami University   2001 — 2006
B.A., Political Science

Nicholas Borejka Nicholas Borejka Portland, Oregon Area Details
Nicholas Borejka's Coldstream Financial Services Experience 2003 - 2007
Job Global Design Manager, Leadership Development at Nike
Industry Sports
Experience
Nike  April 2014 - Present
Virgin America  April 2013 - April 2014
Virgin America  April 2012 - April 2013
Apple  March 2008 - May 2012
Self Employed  2007 - 2008
Lux Catalogue   2006 - 2007
Coldstream Financial Services   2003 - 2007
STUCKmag   2003 - 2003

Skills
Presentation Development, Presenter, Strategic Planning, Teaching Adults, Mac OS X, Facilitation, Photoshop, Graphic Design, Large Group Facilitation, Group Presentations, Coaching, Mentoring, Training Coordination, Teaching, Instructional Design, ADDIE, Adobe eLearning Suite, Captivate, Learning Management..., Organizational Learning, Training Delivery, Workshop Facilitation, Training, OS X, iWork

Education
University of Cincinnati   1997 — 2001
Bachelor of Fine Arts, Electronic Media

University of Cincinnati   1995 — 1997

Darlene Huffman Darlene Huffman New York, New York Details
Darlene Huffman's Coldstream Financial Services Experience May 2005 - May 2006
Job .
Industry Information Technology and Services
Experience
Heidrick & Struggles  August 2014 - Present
Leapfactor  January 2013 - July 2014
The Estée Lauder Companies Inc.   February 2011 - January 2013
The Estée Lauder Companies Inc.   July 2009 - February 2011
The Estée Lauder Companies Inc.   May 2007 - June 2009
American General Financial Services  September 2006 - April 2007
Coldstream Financial Services   May 2005 - May 2006
Bank of America  August 2000 - August 2004

Skills
Sales, Marketing, Customer Service, Retail, Strategic Planning, Account Management, Budgets, Management, Microsoft Excel, Event Planning, PowerPoint, Outlook, Microsoft Office, New Business Development, Microsoft Word, Social Media Marketing, Manage Client..., Beauty Industry, Project Management, Mobile Applications, Mobile Devices, Retail Sales Experience, Multi-channel Retail, Project Coordination, Retail Marketing, Sales Presentations, Direct Sales, Cold Calling, Sales Management, Finance, Beauty, Cosmetics, Mobile Content, Content Management, P&L Management, Digital Marketing

Education
Miami University   2001 — 2005
Bachelor of Science in Business, Finance

Berlitz
Spanish Language

NYU SCPS
Real Estate Finance

Mary Anne Sherry Mary Anne Sherry Cincinnati Area Details
Mary Anne Sherry's Coldstream Financial Services Experience March 2006 - September 2008
Job Property Manager at Professional Property Managment and Leasing LLC
Industry Management Consulting
Experience
Professional Property Management and Leasing LLC   October 2011 - Present
Sherry Ventures, Ltd   August 2009 - Present
Sherry Enterprises, Ltd   June 2006 - Present
Legends Sports Photography  April 2001 - Present
Coldstream Financial Services   March 2006 - September 2008
Robert Half Finance & Accounting  October 2005 - February 2006
The Drees Company  January 2001 - September 2005
Keepsake Specialties Corporation/Legends Photography   November 1995 - April 2001
United States Navy  January 1985 - January 1990

Education
Indiana University—Purdue University Fort Wayne   1990 — 1994
BS, Education

Troy Cyrus, NCCO Troy Cyrus, NCCO Cincinnati Area Details
Troy Cyrus, NCCO's Coldstream Financial Services Experience July 2007 - June 2008
Job Emery Federal Credit Union
Industry Banking
Experience
Emery Federal Credit Union  April 2014 - Present
Emery Federal Credit Union  September 2008 - Present
Coldstream Financial Services   July 2007 - June 2008
Referral Mortgage, Ltd.   April 2001 - November 2005
Watsons of Cincinnati  March 1994 - June 2000

Skills
Mortgage Lending, Loans, Sales Management, Refinance, Selling, Credit, Sales, FHA, Strategic Planning, Underwriting, Customer Service, Training, Mortgage Banking, Management, Financial Services, Finance, Team Building, Loan Origination, Investment Properties, VA loans, Residential Mortgages, Reverse Mortgages, FHA financing, Government Loans, Mortgage Underwriting, FHA Financing, VA Loans, Banking, Leadership, Consumer Lending, Real Estate, First Time Home Buyers, Credit Analysis

Education
Marshall University   1983 — 1985

South Point High School   1982 — 1983
Diploma

Mid America Christian School

Andrew Morckel Andrew Morckel Cincinnati Area Details
Andrew Morckel's Coldstream Financial Services Experience January 2004 - January 2010
Job Applications Sales Manager at Oracle
Industry Information Technology and Services
Experience
Oracle  January 2015 - Present
ADP  May 2010 - January 2015
Coldstream Financial Services   January 2004 - January 2010
Accenture  August 1998 - September 2003

Skills
Employee Benefits, Salesforce.com, Payroll, Talent Management, HRIS, Human Resources, Sales Process, ADP Payroll, Recruiting, Benefits Administration, Cold Calling, Performance Management, Account Management, Talent Acquisition, Employee Relations, Leadership, Personnel Management, Succession Planning, Employee Training

Education
University of Cincinnati College of Business   1994 — 1998
Bachelor, Accounting / Finance

Anthony Gigliotti Anthony Gigliotti Naples, Florida Details
Anthony Gigliotti's Coldstream Financial Services Experience May 2005 - April 2006
Job Financial Advisor with Edward Jones
Industry Financial Services
Experience
Edward Jones  June 2015 - Present
Fifth Third Bank  June 2013 - June 2015
Fifth Third Bank  April 2012 - June 2013
Fifth Third Bank  November 2009 - March 2012
Fifth Third Bank  February 2007 - November 2009
Western & Southern Life  June 2006 - January 2007
Coldstream Financial Services   May 2005 - April 2006

Skills
Banking, Investments, Insurance, Customer Service, Financial Analysis, Financial Advisory, Microsoft Excel, Asset Management, Retail Banking, Asset Allocation, Series 63, Retirement Planning

Education
Miami University   2001 — 2005
Bachelor's, Accounting, Decision Sciences

The Ohio State University
Executive Certified Financial Planning Program, Financial Planning and Services

Chad Kaser Chad Kaser Chicago, Illinois Details
Chad Kaser's Coldstream Financial Services Experience 2005 - 2007
Job Senior Account Executive, Salesforce.com Enterprise
Industry Computer Software
Experience
Salesforce  June 2015 - Present
iSqFt / Construction Software Technologies  2010 - 2015
NextLevel Business Consulting   2008 - 2010
Northwestern Mutual  2007 - 2007
Coldstream Financial Services   2005 - 2007

Skills
B2B, Marketing Strategy, Marketing, Leadership, Sales Operations, Account Management, Entrepreneurship, Sales, Team Building, Management, Integrated Marketing, New Business Development, Salesforce.com, Sales Process, Social Networking, Email Marketing, Business Development, Marketing Communications, Small Business, Project Management, Analysis, Selling, Forecasting, Product Development, Strategy, Strategic Partnerships, Consulting, Operations Management, Lead Generation, Public Speaking, Competitive Analysis, Sales Management, CRM

Education
Miami University   2001 — 2005
BS, Marketing

Centerville High School

Little Miami High School (Graduated from)

Jay Gross Jay Gross Cincinnati Area Details
Jay Gross's Coldstream Financial Services Experience July 2003 - September 2010
Job Senior Training Recruiter at HCTec Partners
Industry Hospital & Health Care
Experience
HCTec Partners  May 2011 - Present
Partner Healthcare IT  May 2011 - May 2012
Mount Carmel Health System  2012 - 2012
Catholic Health Partners  2011 - 2011
Coldstream Financial Services   July 2003 - September 2010
Fifth Third Bank  June 2000 - July 2001

Skills
Ambulatory, Epic Systems, EMR, GoLive

Education
Miami University   1996 — 2000
Bachelor of Science and Business Administration, Finance

Stephen Brubaker, CFP, CLU Stephen Brubaker, CFP, CLU Greater Denver Area Details
Stephen Brubaker, CFP, CLU's Coldstream Financial Services Experience 2005 - 2007
Job Financial Planner at Exit & Retirement Strategies, Inc.
Industry Financial Services
Experience
Exit & Retirement Strategies, Inc.   June 2007 - Present
Comey & Shepherd Realtors  2006 - 2007
Coldstream Financial Services   2005 - 2007

Education
Miami University
Bachelor of Science (B.S.), Finance, General

Jeffrey Herr Jeffrey Herr Cincinnati Area Details
Jeffrey Herr's Coldstream Financial Services Experience May 2003 - October 2008
Job President at St. Gregory Development Group, LLC
Industry Financial Services
Experience
St. Gregory Development Group, LLC   July 2010 - Present
in Cincinnati   December 2000 - Present
Coldstream Financial Services   May 2003 - October 2008
Ohio Financial Group  August 1996 - May 2003

Education
University of Cincinnati   1991 — 1995

Brother Rice High School

Dan Hutzelman Dan Hutzelman Cincinnati Area Details
Dan Hutzelman's Coldstream Financial Services Experience June 2004 - July 2005
Job Owner of River City Mortgage, LLC
Industry Financial Services
Experience
River City Mortgage, LLC   November 2008 - Present
Star Point Mortgage, Inc.   July 2005 - October 2008
Coldstream Financial Services   June 2004 - July 2005

Education
Miami University   2000 — 2004
Bachelor's, Finance

Lakota West