Columbus Financial Group
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Columbus Financial Group Employees
Columbus Financial Group February 1990 - Present
Skills
Insurance, Life Insurance, Retirement Planning, Small Business, Public Speaking, Strategic Financial..., Disability Insurance, Fixed Annuities, Process Improvement, Financial Analysis, Strategic Planning, Coaching, Change Management, Retirement, Team Building
Education
University of Toledo 1980 — 1982
Master of Business Administration (MBA)
The Ohio State University 1974 — 1976
Bachelor of Arts (B.A.), Administration
Waller Financial Planning Group, Inc. December 2012 - Present
Columbus Financial Group June 2011 - April 2012
Asset Management Consultants June 2005 - June 2011
Cashdollar & Associates April 1996 - June 2005
Education
College for Financial Planning 1999 — 1999
Registered Paraplanner®
Columbus State 1989 — 1992
Associate's degree, Secretary Technology
St. Francis DeSales 1984 — 1988
HS Diploma
Otterbein University Associate Claims SpecialistNationwide InsuranceApril 2015 - Present
Alzheimer's Association Central, Ohio Chapter February 2015 - Present
Columbus Financial Group January 2014 - December 2014
JPMorgan Chase August 1998 - August 2005
JPMorgan Chase 1998 - 2005
JpMorgan Chase 1998 - 2005
Skills
Leadership, Psychology, Critical Thinking, Data Analysis, Microsoft Excel, Statistics, Time Management, Facebook, Research, Community Outreach, PowerPoint, Public Speaking, Editing, Microsoft Office, Social Media, Microsoft Word, Student Affairs, Data Entry, Teamwork, Customer Service, Teaching, Higher Education
Education
Otterbein College
Psychology
Thomas Worthington H.S.
Huntington National Bank April 2012 - Present
JPMorgan Chase July 2009 - October 2011
Columbus Financial Group June 2008 - April 2009
JP Morgan 2005 - 2008
Advest, Inc. 1998 - 2005
Advest, Inc. 1998 - 2005
Skills
Investments, Equities, Banking
Education
Bowling Green State University 1993 — 1997
Bachelor of Science (BS), Management and International Business
Skylight Financial Group May 2009 - Present
Columbus State Community College January 2013 - January 2014
Columbus Financial Group 2006 - May 2009
College Funding Solutions, Inc March 2008 - January 2009
USAF 2003 - 2006
USAF July 1999 - May 2003
Education
Franklin University 2011 — 2012
MBA
Franklin University 2004 — 2006
Bachelor's, Management
T.K.I. March 2013 - Present
Rittal Corp August 2010 - March 2013
Network Now! March 2009 - May 2011
Digital Plus Inc Broadview Security Dealer August 2009 - 2010
Gold Star Referral Clubs 2008 - 2010
Columbus Financial Group July 2008 - April 2009
NECCFD October 2006 - October 2008
Morrow County EMS 2002 - 2007
Excalibur Media August 1998 - August 2000
Skills
New Business Development, Leadership, Sales, Management, Social Media, Small Business, Sales Management, Direct Sales, Account Management, Networking, Marketing Strategy, Sales Process, Team Building, Social Media Marketing, Customer Service, Business Development, Strategic Planning, Selling, Marketing Communications, Advertising, Marketing, Strategy, Negotiation, Social Networking, B2B, Time Management, Sales Operations, CRM, Salesforce.com, Training, Entrepreneurship, Cold Calling, Lead Generation, Product Marketing, Email Marketing, Enclosures, PLC, HMI, VFD, Climate Control, Terminal Blocks, Embedded Computing, Motor Protection, Ferrules, Power Supplies, Controls, Timers, Filter Fans, Surge Protection, Signaling
Education
University of Mississippi 1983 — 1984
None, Theatre, Music
Otterbein University July 2015 - Present
Titan LED 2014 - July 2015
Columbus Financial Group 2011 - 2014
Education
Northwestern University
Charles Schwab June 1995 - Present
Barron Chase January 1995 - March 1996
Columbus Financial Group January 1994 - January 1995
Skills
Public Speaking, Equities, Investments, Trading, Risk Management, Sales, Options, Strategic Planning, Financial Analysis, Series 7, Wealth Management, Leadership, Series 63
Education
University of Denver - Daniels College of Business 1990 — 1994
BA/BS, Management, Finance
Dhospitality September 2015 - Present
MOD Construction January 2013 - April 2015
Skylight Financial Group August 2010 - December 2012
Columbus Financial Group November 2008 - July 2010
CEI Financial Planning September 2007 - August 2008
Northwestern Mutual December 2005 - April 2006
Skills
Construction, Project Management, Asset Management, Management, Staff Development, Budgets, Scopes Of Work, Team Building, Retirement Planning, Retirement, Financial Planning, Series 7, Strategic Financial..., Long-term Care, Estate Planning, Investments, Insurance, Long Term Care
Education
The Ohio State University 2002 — 2007
Bachelor of Science
The Ohio State University
Bachelor of Science (B.S.)
Morgan Stanley Wealth Management January 2012 - Present
Stellar Concepts & Design Ink January 2011 - January 2012
RMG Advertising December 2010 - January 2012
Karsatos Financial Network / Securities America Inc. July 2004 - December 2010
Columbus Financial Group August 2003 - July 2004
Education
Denison University 1999 — 2003
BA, Economics
Columbus Financial Group October 2010 - Present
L.M. Kohn and Company January 2010 - October 2010
Education
Loyola Marymount University 2001 — 2005
B.A., Business Management and Law, Chemistry
Barringer Interiors August 1988 - Present
Columbus Financial Group June 2008 - October 2008
Education
Bowling Green State University
English and Language Education
Matrix Telecom June 2011 - Present
Guthy Renker Japan July 2010 - September 2010
Columbus Financial Group April 2009 - June 2009
Skills
MS Office tools
Education
The Ohio State University Fisher College of Business 2007 — 2010
Bachelors, Finance & International Business
Santa Monica College 2005 — 2007
Associates, Liberal Arts
The University of Texas at Dallas 2004 — 2005
N/A, Math
CBTS March 2011 - Present
Columbus Financial Group November 2004 - December 2008
Skills
Technical Support, Windows, Troubleshooting, Networking, Call Centers, Process Improvement, Security, Vendor Management, Servers, Windows 7, System Administration, Software Documentation
Education
University of Houston 1991 — 1993
Music Teacher Education
University of Dayton 1990 — 1991
Music Teacher Education
BelFlex Staffing Network August 2010 - Present
Masters Insurance Group 2008 - 2010
Burnham & Flower Insurance Group 2004 - 2008
Columbus Financial Group 2002 - 2004
Cole Roesler 1998 - 2001
Skills
Business Development, Corporate Recruiting, Recruiting, Account Management, Operations Management, Full-Cycle Recruiting, LinkedIn, Interviewing, Candidate Sourcing, Passive Candidate..., Human Resources, Strategic Planning, Options Strategies, Staffing Services, Staff Development, Staff Management, Staff Retention, Financial Modeling, Customer Service, Customer Retention, Customer Acquisition, Customer Support, Sourcing, Temporary Placement, Employee Relations, Payroll, Screening Resumes, Technical Recruiting, Screening, Internet Recruiting, Training, Interviews, Onboarding, Applicant Tracking..., New Hire Orientations, Temporary Staffing, Employee Benefits, Management
Education
The Ohio State University 1995 — 1998
Bachelor of Science (B.S.)
Ashland University 1994 — 1995
Fremont Ross