Comerica Securities
Industry: Company
DescriptionHeadquarters: Detroit, MI Founded: 1985 Parent organizations: Comerica, Comerica Investment Services, Inc Subsidiary: Comerica Securities Inc, Asset Management Arm
Comerica Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Comerica Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Comerica Securities Salaries. You can even request information on how much does Comerica Securities pay if you want to. Learn about salaries, pros and cons of working for Comerica Securities directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
64 Comerica Securities employees in database. Find out everything there's to know about Comerica Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Comerica Securities Employees
Employee
Years
Job
Industry
Tom Oley, AIF® Tom Oley, AIF®'s Comerica Securities Experience January 2011 - Present
Job Retirement Plan Consultant
Industry Financial Services
Experience
Comerica Securities January 2011 - Present
America's 401k 2007 - January 2011
Wells Fargo May 2006 - May 2007
Mesch and McBride 2004 - 2006
Morgan Stanley 1998 - 2004
Skills
ERISA, Defined Benefit, 401k, Asset Allocation, Deferred Compensation, Employee Benefits, Investments, Qualified Retirement..., Retirement Planning, Profit Sharing, Pensions, Retirement, Pension Administration, Management, Retirement Plan..., Fiduciary, 403 b, Investment Management, FINRA
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2006
MBA
Southwestern University 1991 — 1995
BA, Mathematics, Spanish
St. John's School 1979 — 1991
Comerica Securities January 2011 - Present
America's 401k 2007 - January 2011
Wells Fargo May 2006 - May 2007
Mesch and McBride 2004 - 2006
Morgan Stanley 1998 - 2004
Skills
ERISA, Defined Benefit, 401k, Asset Allocation, Deferred Compensation, Employee Benefits, Investments, Qualified Retirement..., Retirement Planning, Profit Sharing, Pensions, Retirement, Pension Administration, Management, Retirement Plan..., Fiduciary, 403 b, Investment Management, FINRA
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2006
MBA
Southwestern University 1991 — 1995
BA, Mathematics, Spanish
St. John's School 1979 — 1991
Kyle Appling Kyle Appling's Comerica Securities Experience January 1995 - Present
Job Senior Vice President/ Investments Sr. Financial Consultant Comerica Securities
Industry Investment Management
Experience
Comerica Securities January 1995 - Present
Banc One Securities June 1992 - January 1995
Merrill Lynch May 1989 - June 1992
First Gibraltar Savings Association February 1986 - May 1989
Texas Commerce Bank 1984 - 1986
Texas American Bank July 1979 - 1984
Skills
Portfolio Management, Wealth Management, Investments, Banking, Wealth Transfer, Wealth Protection, Wealth Giving, Wealth Enhancement, Asset Managment, Financial Analysis, Retail Banking, Wealth Management..., Management, Financial Planners, Asset Allocation, Securities, Wealth, Finance, Investment Management, Asset Management, Credit, Financial Planning, Loans
Education
University of North Texas 1981 — 1983
Banking & Finance
Tarrant County College 1979 — 1981
Business Administration and Management, General
Comerica Securities January 1995 - Present
Banc One Securities June 1992 - January 1995
Merrill Lynch May 1989 - June 1992
First Gibraltar Savings Association February 1986 - May 1989
Texas Commerce Bank 1984 - 1986
Texas American Bank July 1979 - 1984
Skills
Portfolio Management, Wealth Management, Investments, Banking, Wealth Transfer, Wealth Protection, Wealth Giving, Wealth Enhancement, Asset Managment, Financial Analysis, Retail Banking, Wealth Management..., Management, Financial Planners, Asset Allocation, Securities, Wealth, Finance, Investment Management, Asset Management, Credit, Financial Planning, Loans
Education
University of North Texas 1981 — 1983
Banking & Finance
Tarrant County College 1979 — 1981
Business Administration and Management, General
Haley Morgan Haley Morgan's Comerica Securities Experience April 1991 - June 1997
Job Financial Advisor at SWS Financial Services
Industry Financial Services
Experience
SWS Financial Services June 1997 - Present
Comerica Securities April 1991 - June 1997
Shearson Lehman Hutton April 1989 - December 1989
BofA Merrill Lynch August 1988 - January 1989
EF Hutton January 1987 - August 1988
Skills
Strategic Financial..., Investment Advisory, Wealth Management, Series 63, Wealth Management..., New Business Development, Marketing Communications, Portfolio Management, Public Relations, Sales, Sales Management, Financial Analysis
Education
Southern Methodist University - Cox School of Business 1982 — 1986
BBA
SWS Financial Services June 1997 - Present
Comerica Securities April 1991 - June 1997
Shearson Lehman Hutton April 1989 - December 1989
BofA Merrill Lynch August 1988 - January 1989
EF Hutton January 1987 - August 1988
Skills
Strategic Financial..., Investment Advisory, Wealth Management, Series 63, Wealth Management..., New Business Development, Marketing Communications, Portfolio Management, Public Relations, Sales, Sales Management, Financial Analysis
Education
Southern Methodist University - Cox School of Business 1982 — 1986
BBA
Sumant Vasal Sumant Vasal's Comerica Securities Experience May 2005 - May 2010
Job VP Global Capital MarketsForeign Exchange at Comerica Bank
Industry Banking
Experience
Comerica Bank June 2010 - Present
Comerica Securities May 2005 - May 2010
Banc One Securities (Chase) June 2003 - May 2005
Skills
Sales&Marketing, Analysis &..., Building Long-term..., Culturally diverse-..., Investment Strategies, FX trading, Equities, Portfolio Management, Financial Services, Investment Management, Finance, Credit Analysis, Banking, Cash Management, Commercial Banking, Investments, Credit
Education
The University of Dallas 1990 — 1992
Master of Business Administration (MBA), Corporate Finance
The University of Dallas 1986 — 1990
Bachelor of Science (BS), Biology, General
Comerica Bank June 2010 - Present
Comerica Securities May 2005 - May 2010
Banc One Securities (Chase) June 2003 - May 2005
Skills
Sales&Marketing, Analysis &..., Building Long-term..., Culturally diverse-..., Investment Strategies, FX trading, Equities, Portfolio Management, Financial Services, Investment Management, Finance, Credit Analysis, Banking, Cash Management, Commercial Banking, Investments, Credit
Education
The University of Dallas 1990 — 1992
Master of Business Administration (MBA), Corporate Finance
The University of Dallas 1986 — 1990
Bachelor of Science (BS), Biology, General
Jennifer Dawn Uhlar's Comerica Securities Experience January 1995 - January 2002
Job Tuition Financing Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2010 - Present
Fidelity Investments November 2003 - October 2009
Fidelity Investments November 2003 - October 2009
Fidelity Investments November 2003 - October 2009
Comerica Securities January 1995 - January 2002
Skills
Investments, Strategic Financial..., Sales, Marketing, Customer Service, Securities, Fixed Income, Finance, Consulting, Customer Satisfaction, Microsoft Office, Retail, Competitive Analysis, Management, Financial Planning, Leadership
Education
Indiana University - Kelley School of Business 1990 — 1994
BS, Business Management
TIAA-CREF July 2010 - Present
Fidelity Investments November 2003 - October 2009
Fidelity Investments November 2003 - October 2009
Fidelity Investments November 2003 - October 2009
Comerica Securities January 1995 - January 2002
Skills
Investments, Strategic Financial..., Sales, Marketing, Customer Service, Securities, Fixed Income, Finance, Consulting, Customer Satisfaction, Microsoft Office, Retail, Competitive Analysis, Management, Financial Planning, Leadership
Education
Indiana University - Kelley School of Business 1990 — 1994
BS, Business Management
Kelli Lambrix Kelli Lambrix's Comerica Securities Experience September 2001 - October 2005
Job Vice President at Global Corporate Trust Services at U.S. Bank National Association
Industry Financial Services
Experience
U.S. Bank May 2015 - Present
Public Financial Management April 2008 - May 2015
Oppenheimer & Co. October 2005 - March 2008
Comerica Securities September 2001 - October 2005
H&R Block Financial Advisors May 1996 - September 2001
Skills
Financial Structuring, Bonds, Public Finance, Credit Analysis, Options, Fixed Income, Municipal Bonds, Alternative Investments, Securities, Municipalities, Valuation, Capital Markets, Bloomberg, Analysis, Equities, Debt Restructuring, Series 7, Asset Allocation, Government, Portfolio Management, Investment Strategies, Investments, Asset Management, Mutual Funds, Investment Banking, Finance, Financial Advisory, Financial Modeling, Structured Finance, Relationship Management, Structured Products, Financial Markets, Project Finance, Presentations, Technical Presentations, Presentation Development, Public Speaking, Marketing, Financial Analysis, Management, Leadership, Due Diligence
Education
Walsh College 2000 — 2002
Master's of Science in Finance, Finance
Michigan State University 1992 — 1996
Bachelors of Arts, Finance
West Ottawa HIgh School
U.S. Bank May 2015 - Present
Public Financial Management April 2008 - May 2015
Oppenheimer & Co. October 2005 - March 2008
Comerica Securities September 2001 - October 2005
H&R Block Financial Advisors May 1996 - September 2001
Skills
Financial Structuring, Bonds, Public Finance, Credit Analysis, Options, Fixed Income, Municipal Bonds, Alternative Investments, Securities, Municipalities, Valuation, Capital Markets, Bloomberg, Analysis, Equities, Debt Restructuring, Series 7, Asset Allocation, Government, Portfolio Management, Investment Strategies, Investments, Asset Management, Mutual Funds, Investment Banking, Finance, Financial Advisory, Financial Modeling, Structured Finance, Relationship Management, Structured Products, Financial Markets, Project Finance, Presentations, Technical Presentations, Presentation Development, Public Speaking, Marketing, Financial Analysis, Management, Leadership, Due Diligence
Education
Walsh College 2000 — 2002
Master's of Science in Finance, Finance
Michigan State University 1992 — 1996
Bachelors of Arts, Finance
West Ottawa HIgh School
Brandi Neal's Comerica Securities Experience 2003 - 2007
Job Quality Assurance
Industry Hospital & Health Care
Experience
Henry Ford Health System October 2014 - Present
Henry Ford Health System October 2013 - Present
Forgotten Harvest June 2013 - October 2013
AT&T April 2009 - August 2011
Comerica Securities 2003 - 2007
Education
Central Michigan University 2007 — 2011
Bachelor of Science (BS), Organizational Administration
Henry Ford Health System October 2014 - Present
Henry Ford Health System October 2013 - Present
Forgotten Harvest June 2013 - October 2013
AT&T April 2009 - August 2011
Comerica Securities 2003 - 2007
Education
Central Michigan University 2007 — 2011
Bachelor of Science (BS), Organizational Administration
Pete Neary's Comerica Securities Experience 1994 - 2005
Job Senior Vice President at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities October 2010 - Present
RBC Wealth Management March 2008 - October 2010
Ferris, Baker Watts October 2005 - March 2008
Comerica Securities 1994 - 2005
Skills
Equities, Alternative Investments, Series 65, Investment Strategies, Uniform Combined State..., Asset Management, Fixed Annuities, FINRA, Mutual Funds, Finance
Education
College for Financial Planning 2003 — 2004
AAMS
Wayne State University 1981 — 1985
Liberal Arts and Sciences, General Studies and Humanities
St. Agatha High School 1977 — 1981
Wunderlich Securities October 2010 - Present
RBC Wealth Management March 2008 - October 2010
Ferris, Baker Watts October 2005 - March 2008
Comerica Securities 1994 - 2005
Skills
Equities, Alternative Investments, Series 65, Investment Strategies, Uniform Combined State..., Asset Management, Fixed Annuities, FINRA, Mutual Funds, Finance
Education
College for Financial Planning 2003 — 2004
AAMS
Wayne State University 1981 — 1985
Liberal Arts and Sciences, General Studies and Humanities
St. Agatha High School 1977 — 1981
Dennis Serio's Comerica Securities Experience 1992 - 2006
Job Fixed Income Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2008 - Present
Comerica Securities 1992 - 2006
Bank One Securities 1989 - 1992
Skills
Series 7, Asset Management, Banking, Investments, Fixed Income, Portfolio Management, Credit
Education
Louisiana State University 1980 — 1985
Wells Fargo Securities September 2008 - Present
Comerica Securities 1992 - 2006
Bank One Securities 1989 - 1992
Skills
Series 7, Asset Management, Banking, Investments, Fixed Income, Portfolio Management, Credit
Education
Louisiana State University 1980 — 1985
Drew Miller, CFP® Drew Miller, CFP®'s Comerica Securities Experience August 2007 - March 2010
Job President, Visionary Asset Management
Industry Financial Services
Experience
Visionary Asset Management April 2010 - Present
Comerica Securities August 2007 - March 2010
US Fiduciary March 2006 - July 2007
Comerica Securities October 2002 - March 2006
Skills
Insurance, Finance, Series 7, Investments, Wealth Management, Portfolio Management, Retirement Planning, Securities, Mutual Funds, Investment Advisory, Series 63, Asset Allocation, Asset Management, Financial Advisory, Strategic Financial..., Financial Planning
Education
Belhaven University 2007 — 2009
MBA, Finance
University of St. Thomas (TX) 2008 — 2008
Certified Financial Planner
Texas Tech University 1996 — 2000
BA
Visionary Asset Management April 2010 - Present
Comerica Securities August 2007 - March 2010
US Fiduciary March 2006 - July 2007
Comerica Securities October 2002 - March 2006
Skills
Insurance, Finance, Series 7, Investments, Wealth Management, Portfolio Management, Retirement Planning, Securities, Mutual Funds, Investment Advisory, Series 63, Asset Allocation, Asset Management, Financial Advisory, Strategic Financial..., Financial Planning
Education
Belhaven University 2007 — 2009
MBA, Finance
University of St. Thomas (TX) 2008 — 2008
Certified Financial Planner
Texas Tech University 1996 — 2000
BA
Stephanie Belf's Comerica Securities Experience January 1991 - December 1994
Job CNS Senior Sales Specialist at UCB Inc
Industry Pharmaceuticals
Experience
UCB Inc June 2012 - Present
Novartis August 1999 - June 2012
Sandoz January 1995 - January 1996
Comerica Securities January 1991 - December 1994
Skills
Cardiology, Rheumatology, Endocrinology, Urology, Selling, Hypertension, Osteoporosis, Pharmaceutical Sales, Neurology, Dermatology, Psychiatry, Buy & Bill, Diabetes, Sales, Internal Medicine, Hospital Sales
Education
University of Michigan
Bachelor of Arts, Economics and Political Science
UCB Inc June 2012 - Present
Novartis August 1999 - June 2012
Sandoz January 1995 - January 1996
Comerica Securities January 1991 - December 1994
Skills
Cardiology, Rheumatology, Endocrinology, Urology, Selling, Hypertension, Osteoporosis, Pharmaceutical Sales, Neurology, Dermatology, Psychiatry, Buy & Bill, Diabetes, Sales, Internal Medicine, Hospital Sales
Education
University of Michigan
Bachelor of Arts, Economics and Political Science
Valerie McLeod-Tyler, CRPC Valerie McLeod-Tyler, CRPC's Comerica Securities Experience January 2001 - February 2006
Job Financial Advisor with the practice of Heidi Bashara Raine Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2006 - Present
Comerica Securities January 2001 - February 2006
Comerica Bank September 1992 - July 2001
Education
Oberlin College 1969 — 1971
Conservatory
Cass Tech 1966 — 1969
Avocational Music
Ameriprise Financial Services, Inc. February 2006 - Present
Comerica Securities January 2001 - February 2006
Comerica Bank September 1992 - July 2001
Education
Oberlin College 1969 — 1971
Conservatory
Cass Tech 1966 — 1969
Avocational Music
David Kuhr David Kuhr's Comerica Securities Experience 1998 - 2001
Job Principal
Industry Financial Services
Experience
Arbor Court Capital, LLC August 2011 - Present
Green Bar Consulting, Inc. January 2011 - Present
Boy Scout Troop 319 September 2010 - Present
The Ancora Group 2003 - February 2011
Aris Corporation of America 2001 - 2003
Comerica Securities 1998 - 2001
Mellon Financial Markets April 1995 - June 1998
NatCity Investments November 1992 - March 1995
National Association of Securities Dealers, Inc April 1986 - November 1992
Skills
Portfolio Management, Investments, Asset Managment, Mutual Funds, Securities, FINRA
Education
Kent State University 1979 — 1983
BBA, Accounting
Brooklyn High School 1974 — 1979
HS Diploma, College Prep
Arbor Court Capital, LLC August 2011 - Present
Green Bar Consulting, Inc. January 2011 - Present
Boy Scout Troop 319 September 2010 - Present
The Ancora Group 2003 - February 2011
Aris Corporation of America 2001 - 2003
Comerica Securities 1998 - 2001
Mellon Financial Markets April 1995 - June 1998
NatCity Investments November 1992 - March 1995
National Association of Securities Dealers, Inc April 1986 - November 1992
Skills
Portfolio Management, Investments, Asset Managment, Mutual Funds, Securities, FINRA
Education
Kent State University 1979 — 1983
BBA, Accounting
Brooklyn High School 1974 — 1979
HS Diploma, College Prep
Bruce Sellars Bruce Sellars's Comerica Securities Experience October 2013 - Present
Job Vice President Compliance at Comerica Securities
Industry Financial Services
Experience
Comerica Securities October 2013 - Present
Comerica Securities March 2013 - October 2013
Comerica Securities February 2011 - March 2013
Ameriprise Financial Services, Inc. December 2009 - December 2010
Ameriprise Advisor Services, Inc. September 2006 - December 2009
Ameriprise Advisor Services, Inc. February 2005 - September 2006
Ameriprise Advisor Services, Inc. December 2002 - February 2005
Ameriprise Advisor Services, Inc. January 1996 - December 2002
Ameriprise Advisor Services, Inc. January 1994 - December 1995
Ameriprise Advisor Services, Inc. September 1990 - December 1993
Education
Hillsdale College
Comerica Securities October 2013 - Present
Comerica Securities March 2013 - October 2013
Comerica Securities February 2011 - March 2013
Ameriprise Financial Services, Inc. December 2009 - December 2010
Ameriprise Advisor Services, Inc. September 2006 - December 2009
Ameriprise Advisor Services, Inc. February 2005 - September 2006
Ameriprise Advisor Services, Inc. December 2002 - February 2005
Ameriprise Advisor Services, Inc. January 1996 - December 2002
Ameriprise Advisor Services, Inc. January 1994 - December 1995
Ameriprise Advisor Services, Inc. September 1990 - December 1993
Education
Hillsdale College
Joseph M. Fortino, CPA, AIF®'s Comerica Securities Experience April 2002 - Present
Job Vice President Retirement Plan Consultant, Comerica Securities
Industry Financial Services
Experience
Comerica Securities April 2002 - Present
Banc One Investment Management January 1992 - April 2002
State of Michigan, Department of Treasury 1987 - 1989
Danielson, Schultz, P.C. 1982 - 1987
Skills
ERISA Fiduciary..., Retirement Plan..., Financial Audits, ERISA Audits, Client Retention, Investment Analytics, Registered Investment..., Investments, ERISA, Fiduciary, Retirement Planning, Retirement, Customer Retention, FINRA, Insurance, Finance, 401k, Portfolio Management, Series 7, Series 63, Asset Allocation, Mutual Funds, Wealth Management, Investment Advisory, Financial Services, Financial Analysis, Banking, Securities, Financial Advisory, Management, Financial Planning, Asset Management, Pensions, Investment Strategies, Relationship Management
Education
Michigan State University - The Eli Broad College of Business 1989 — 1991
MBA, Finance
Michigan State University 1979 — 1982
BA, Accounting
Comerica Securities April 2002 - Present
Banc One Investment Management January 1992 - April 2002
State of Michigan, Department of Treasury 1987 - 1989
Danielson, Schultz, P.C. 1982 - 1987
Skills
ERISA Fiduciary..., Retirement Plan..., Financial Audits, ERISA Audits, Client Retention, Investment Analytics, Registered Investment..., Investments, ERISA, Fiduciary, Retirement Planning, Retirement, Customer Retention, FINRA, Insurance, Finance, 401k, Portfolio Management, Series 7, Series 63, Asset Allocation, Mutual Funds, Wealth Management, Investment Advisory, Financial Services, Financial Analysis, Banking, Securities, Financial Advisory, Management, Financial Planning, Asset Management, Pensions, Investment Strategies, Relationship Management
Education
Michigan State University - The Eli Broad College of Business 1989 — 1991
MBA, Finance
Michigan State University 1979 — 1982
BA, Accounting
Brian Petras Brian Petras's Comerica Securities Experience November 2005 - December 2007
Job Assistant Vice President, Senior Portfolio Manager
Industry Investment Management
Experience
World Asset Management December 2007 - Present
Comerica Securities November 2005 - December 2007
Comerica Securities January 2002 - November 2005
Bank of New York Mellon March 1997 - January 2002
Skills
Series 7, Series 63, Series 66, Series 53, Fixed Income, Portfolio Management, FINRA, Equities, Uniform Combined State..., Derivatives, Investment Advisory, Securities, Asset Allocation, Mutual Funds, Investment Strategies, Asset Managment, Alternative Investments, ETFs, Investment Management, Bonds, Bloomberg, Investments, Institutional..., Trading, Relationship Management, Business Development, Wealth Management, Wealth Management..., Bloomberg Terminal, Corporates, Asset Management, Separately Managed..., Retirement Planning, Finance, Investment Banking, Hedge Funds, Equity Research
Education
University of Michigan-Dearborn 1991 — 1995
Bachelor's of Business Administration, Finance and Marketing
World Asset Management December 2007 - Present
Comerica Securities November 2005 - December 2007
Comerica Securities January 2002 - November 2005
Bank of New York Mellon March 1997 - January 2002
Skills
Series 7, Series 63, Series 66, Series 53, Fixed Income, Portfolio Management, FINRA, Equities, Uniform Combined State..., Derivatives, Investment Advisory, Securities, Asset Allocation, Mutual Funds, Investment Strategies, Asset Managment, Alternative Investments, ETFs, Investment Management, Bonds, Bloomberg, Investments, Institutional..., Trading, Relationship Management, Business Development, Wealth Management, Wealth Management..., Bloomberg Terminal, Corporates, Asset Management, Separately Managed..., Retirement Planning, Finance, Investment Banking, Hedge Funds, Equity Research
Education
University of Michigan-Dearborn 1991 — 1995
Bachelor's of Business Administration, Finance and Marketing
Dewey D. Steffen's Comerica Securities Experience April 1997 - March 2002
Job Vice PresidentWealth Management, Financial Advisor & Portfolio Manager at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services, Inc. February 2007 - Present
Detroit Athletic Club June 1996 - Present
Citigroup Smith Barney March 2002 - February 2007
Comerica Securities April 1997 - March 2002
Education
University of Michigan 1992 — 1995
Bachelor of Arts (B.A.), Economics, International Business
Schoolcraft College 1990 — 1992
AA -, Business Administration
Seaholm High School 1985 — 1989
UBS Financial Services, Inc. February 2007 - Present
Detroit Athletic Club June 1996 - Present
Citigroup Smith Barney March 2002 - February 2007
Comerica Securities April 1997 - March 2002
Education
University of Michigan 1992 — 1995
Bachelor of Arts (B.A.), Economics, International Business
Schoolcraft College 1990 — 1992
AA -, Business Administration
Seaholm High School 1985 — 1989
Gino Petitta Gino Petitta's Comerica Securities Experience February 1994 - May 2001
Job President at Shield Financial Group LPL Financial Advisor
Industry Financial Services
Experience
Shield Financial Group April 2003 - Present
LPL Financial March 2003 - Present
Smith Barney May 2001 - March 2003
Comerica Securities February 1994 - May 2001
Comerica Bank January 1992 - February 1994
Education
Grand Valley State University 1987 — 1991
Bachelor of Business Administration, Finance - Seidman School of Business
Shield Financial Group April 2003 - Present
LPL Financial March 2003 - Present
Smith Barney May 2001 - March 2003
Comerica Securities February 1994 - May 2001
Comerica Bank January 1992 - February 1994
Education
Grand Valley State University 1987 — 1991
Bachelor of Business Administration, Finance - Seidman School of Business
Jennifer Flattery Jennifer Flattery's Comerica Securities Experience February 2012 - February 2014
Job Regional Vice President at Rock Harbor LLC
Industry Financial Services
Experience
Rock Harbor LLC July 2015 - Present
LPL Financial February 2014 - July 2015
Comerica Securities February 2012 - February 2014
Center for Wealth Planning, LLC September 2011 - February 2012
Park Avenue Wealth Management, LLC July 2004 - August 2011
Skills
Series 24, Series 7, Series 63, Life & Health Insurance..., FINRA, Securities, Uniform Combined State..., Trading, Series 6
Education
Davenport University
Bachelor of Business Administration (BBA), Marketing
Rock Harbor LLC July 2015 - Present
LPL Financial February 2014 - July 2015
Comerica Securities February 2012 - February 2014
Center for Wealth Planning, LLC September 2011 - February 2012
Park Avenue Wealth Management, LLC July 2004 - August 2011
Skills
Series 24, Series 7, Series 63, Life & Health Insurance..., FINRA, Securities, Uniform Combined State..., Trading, Series 6
Education
Davenport University
Bachelor of Business Administration (BBA), Marketing
Dan Palmer, CFP (R) Dan Palmer, CFP (R)'s Comerica Securities Experience March 2000 - May 2003
Job Senior Vice President, Market Sales Executive, US Trust
Industry Financial Services
Experience
US Trust (and Predecessor) June 2003 - Present
Comerica Securities March 2000 - May 2003
Merrill Lynch January 1996 - March 2000
Olde Financial Corporation May 1994 - January 1996
Merrill Lynch January 1992 - April 1994
Skills
Credit, Banking, Risk Management, Asset Managment, Strategic Financial..., Trust Services, Investments, Wealth Management, Asset Management, Asset Allocation, Estate Planning, Retirement Planning, Portfolio Management, High Net Worth..., Financial Advisory, Mutual Funds, Investment Management, Investment Advisory, Alternative Investments, Financial Planning
Education
Wharton School, University of Pennsylvania 2011 — 2011
Executive Education Program, US Trust / Wharton Executive Education Program
University of Florida 1989 — 1994
Bachelor of Science (B.S.), Business Administration, Management Major
US Trust (and Predecessor) June 2003 - Present
Comerica Securities March 2000 - May 2003
Merrill Lynch January 1996 - March 2000
Olde Financial Corporation May 1994 - January 1996
Merrill Lynch January 1992 - April 1994
Skills
Credit, Banking, Risk Management, Asset Managment, Strategic Financial..., Trust Services, Investments, Wealth Management, Asset Management, Asset Allocation, Estate Planning, Retirement Planning, Portfolio Management, High Net Worth..., Financial Advisory, Mutual Funds, Investment Management, Investment Advisory, Alternative Investments, Financial Planning
Education
Wharton School, University of Pennsylvania 2011 — 2011
Executive Education Program, US Trust / Wharton Executive Education Program
University of Florida 1989 — 1994
Bachelor of Science (B.S.), Business Administration, Management Major
Daniel Hornblower, CFP® , CIMA®'s Comerica Securities Experience December 1993 - May 2003
Job Vice President, Senior Portfolio Manager CFP(R), CIMA(R) at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. May 2013 - Present
Merrill Lynch May 2003 - May 2013
Comerica Securities December 1993 - May 2003
Education
Albion College 1987 — 1991
B.A., Economics and Management
UBS Financial Services, Inc. May 2013 - Present
Merrill Lynch May 2003 - May 2013
Comerica Securities December 1993 - May 2003
Education
Albion College 1987 — 1991
B.A., Economics and Management
Peter W. Washington's Comerica Securities Experience June 2008 - August 2008
Job Vice President, CapX Partners
Industry Venture Capital & Private Equity
Experience
CapX Partners February 2012 - Present
CapX Partners March 2009 - February 2012
Comerica Securities June 2008 - August 2008
Northern Trust 2005 - 2007
Banc of America Securities 2002 - 2004
Skills
Private Equity, Strategy, Portfolio Management, Venture Capital, Leveraged Finance, Business Planning, Corporate Finance, Financial Modeling, Valuation
Education
The University of Chicago 2007 — 2009
MBA
The University of Chicago Booth School of Business 2007 — 2009
MBA
Florida Agricultural and Mechanical University 1997 — 2002
Cleveland Heights High School
CapX Partners February 2012 - Present
CapX Partners March 2009 - February 2012
Comerica Securities June 2008 - August 2008
Northern Trust 2005 - 2007
Banc of America Securities 2002 - 2004
Skills
Private Equity, Strategy, Portfolio Management, Venture Capital, Leveraged Finance, Business Planning, Corporate Finance, Financial Modeling, Valuation
Education
The University of Chicago 2007 — 2009
MBA
The University of Chicago Booth School of Business 2007 — 2009
MBA
Florida Agricultural and Mechanical University 1997 — 2002
Cleveland Heights High School
Everette Hull Everette Hull's Comerica Securities Experience May 1991 - June 1996
Job Managing Director at Structured Capital Resources Corporation
Industry Investment Banking
Experience
Structured Capital Resources Corporation October 1991 - Present
Structured Capital Resources Corporation October 1991 - Present
PurchasePooling and PureMarkets March 2001 - August 2003
Independent Bankers Capital Fund March 2000 - June 2001
Samco Capital Markets/Commerce Street Capital June 1996 - February 2001
Comerica Securities May 1991 - June 1996
JPMorgan Chase March 1981 - May 1991
Rotan Mosle 1980 - 1982
Rotan Mosle 1980 - 1982
Rotan Mosle 1980 - 1982
Skills
investment banking, Private Placements, Investment Banking, Investments, Equities, Securities, Portfolio Management, Financial Structuring, Capital Markets, Corporate Finance, Banking, Restructuring, Finance, Bonds, Financial Services, Capital, Loans, Syndications, Commercial Banking, Securitization, Valuation, Structured Finance, Private Equity, Leveraged Finance, LBO, Venture Capital, Due Diligence, Mergers & Acquisitions, Financial Analysis
Education
University of Tulsa College of Law 1975 — 1978
Juris Doctorate, Securities Law
Oklahoma State University 1968 — 1972
BSBA, Finance
Structured Capital Resources Corporation October 1991 - Present
Structured Capital Resources Corporation October 1991 - Present
PurchasePooling and PureMarkets March 2001 - August 2003
Independent Bankers Capital Fund March 2000 - June 2001
Samco Capital Markets/Commerce Street Capital June 1996 - February 2001
Comerica Securities May 1991 - June 1996
JPMorgan Chase March 1981 - May 1991
Rotan Mosle 1980 - 1982
Rotan Mosle 1980 - 1982
Rotan Mosle 1980 - 1982
Skills
investment banking, Private Placements, Investment Banking, Investments, Equities, Securities, Portfolio Management, Financial Structuring, Capital Markets, Corporate Finance, Banking, Restructuring, Finance, Bonds, Financial Services, Capital, Loans, Syndications, Commercial Banking, Securitization, Valuation, Structured Finance, Private Equity, Leveraged Finance, LBO, Venture Capital, Due Diligence, Mergers & Acquisitions, Financial Analysis
Education
University of Tulsa College of Law 1975 — 1978
Juris Doctorate, Securities Law
Oklahoma State University 1968 — 1972
BSBA, Finance
Nidra Smith's Comerica Securities Experience February 2008 - December 2011
Job Experienced Investment Professional
Industry Investment Banking
Experience
Comerica Bank June 2012 - December 2013
Randstad 2012 - 2012
Comerica Securities February 2008 - December 2011
Comerica Bank April 2005 - February 2008
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Credit, Credit Analysis, Finance, Investments, Portfolio Management, Risk Management, Underwriting
Education
University of Michigan-Dearborn 2002 — 2004
BBA, Finance
Schoolcraft College 1999 — 2002
Associates of Science, Business Transfer
Comerica Bank June 2012 - December 2013
Randstad 2012 - 2012
Comerica Securities February 2008 - December 2011
Comerica Bank April 2005 - February 2008
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Credit, Credit Analysis, Finance, Investments, Portfolio Management, Risk Management, Underwriting
Education
University of Michigan-Dearborn 2002 — 2004
BBA, Finance
Schoolcraft College 1999 — 2002
Associates of Science, Business Transfer
Cindy Higgins Cindy Higgins's Comerica Securities Experience
Job Senior Vice President, Managing Director, Capital Markets at Comerica Securities
Industry Financial Services
Experience
Comerica Securities
Skills
Commercial Lending, Commercial Banking, Credit Cards, Financial Modeling, Commercial Mortgages, Credit, Private Banking, Risk Management, Financial Risk, Retirement Planning, Cash Management, Small Business Lending, Strategic Financial..., Retail Banking, Loans, Banking, Loan Origination, Treasury Management, Investments, Series 7, Asset Allocation, Underwriting, Credit Analysis, Mortgage Lending, Valuation, Wealth Management, Corporate Finance, Securities, Asset Management, Investment Advisory, Equities, Financial Services, Mortgage Banking, Asset Based Lending, Series 63, Management, Lines Of Credit, Capital Markets, Portfolio Management, Mutual Funds, Mergers & Acquisitions, Credit Risk, Financial Analysis, Finance, Cross Selling, Consumer Lending, Fixed Income, Investment Banking, Due Diligence, Relationship Management
Education
Albion College
Comerica Securities
Skills
Commercial Lending, Commercial Banking, Credit Cards, Financial Modeling, Commercial Mortgages, Credit, Private Banking, Risk Management, Financial Risk, Retirement Planning, Cash Management, Small Business Lending, Strategic Financial..., Retail Banking, Loans, Banking, Loan Origination, Treasury Management, Investments, Series 7, Asset Allocation, Underwriting, Credit Analysis, Mortgage Lending, Valuation, Wealth Management, Corporate Finance, Securities, Asset Management, Investment Advisory, Equities, Financial Services, Mortgage Banking, Asset Based Lending, Series 63, Management, Lines Of Credit, Capital Markets, Portfolio Management, Mutual Funds, Mergers & Acquisitions, Credit Risk, Financial Analysis, Finance, Cross Selling, Consumer Lending, Fixed Income, Investment Banking, Due Diligence, Relationship Management
Education
Albion College
David Walline David Walline's Comerica Securities Experience May 2006 - August 2006
Job Manager at HealthCare Appraisers, Inc.
Industry Financial Services
Experience
HealthCare Appraisers, Inc. August 2010 - Present
Energy Conversion Devices June 2010 - September 2010
Stout Risius Ross March 2008 - June 2010
LaSalle Bank Corporation May 2007 - August 2007
Comerica Securities May 2006 - August 2006
Skills
Business Valuation, Valuation, Financial Modeling, Financial Analysis, DCF, Corporate Finance, Due Diligence, Mergers, Investments, Asset Management, Strategic Planning, Economics, Financial Reporting, Finance
Education
Michigan State University 2004 — 2007
BA, Finance
Western Michigan University 2003 — 2004
Flight Science
Saline High School 2000 — 2003
HealthCare Appraisers, Inc. August 2010 - Present
Energy Conversion Devices June 2010 - September 2010
Stout Risius Ross March 2008 - June 2010
LaSalle Bank Corporation May 2007 - August 2007
Comerica Securities May 2006 - August 2006
Skills
Business Valuation, Valuation, Financial Modeling, Financial Analysis, DCF, Corporate Finance, Due Diligence, Mergers, Investments, Asset Management, Strategic Planning, Economics, Financial Reporting, Finance
Education
Michigan State University 2004 — 2007
BA, Finance
Western Michigan University 2003 — 2004
Flight Science
Saline High School 2000 — 2003
Chelsey David Chelsey David's Comerica Securities Experience March 2012 - August 2014
Job Examiner at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2014 - Present
Comerica Securities March 2012 - August 2014
Park Avenue Wealth Management LLC February 2010 - March 2012
Skills
Compliance, Sales, Customer Service, Series 7, Variable Annuities, Series 63, Loans, Account Management, Banking, Securities, FINRA Series 7, FINRA Series 63, Life, Accident and..., Graphic Design, Series 24, FINRA Series 24, Financial Services
Education
Kendall College of Art and Design 2004 — 2008
Bachelor of Fine Arts (BFA), Graphic Design
Lakeland High School
LPL Financial September 2014 - Present
Comerica Securities March 2012 - August 2014
Park Avenue Wealth Management LLC February 2010 - March 2012
Skills
Compliance, Sales, Customer Service, Series 7, Variable Annuities, Series 63, Loans, Account Management, Banking, Securities, FINRA Series 7, FINRA Series 63, Life, Accident and..., Graphic Design, Series 24, FINRA Series 24, Financial Services
Education
Kendall College of Art and Design 2004 — 2008
Bachelor of Fine Arts (BFA), Graphic Design
Lakeland High School
Matthew Coombe, CFA's Comerica Securities Experience March 2005 - March 2014
Job Director at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank March 2014 - Present
Comerica Securities March 2005 - March 2014
Skills
Strategic Planning, Series 7, Asset Management, Wealth Management, Private Equity, Equities, Financial Modeling, Investments, Financial Analysis, Portfolio Management, Valuation, Fixed Income, Alternative Investments, Finance, Investment Management
Education
University of Southern California
Bachelor of Arts (BA), Economics
Deutsche Bank March 2014 - Present
Comerica Securities March 2005 - March 2014
Skills
Strategic Planning, Series 7, Asset Management, Wealth Management, Private Equity, Equities, Financial Modeling, Investments, Financial Analysis, Portfolio Management, Valuation, Fixed Income, Alternative Investments, Finance, Investment Management
Education
University of Southern California
Bachelor of Arts (BA), Economics
Jason C. Loffredo's Comerica Securities Experience August 1998 - May 2015
Job Vice President of Fixed Income Sales at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets June 2015 - Present
Comerica Securities August 1998 - May 2015
Education
Michigan State University 1994 — 1998
Finance
Brother Rice High School 1990 — 1994
KeyBanc Capital Markets June 2015 - Present
Comerica Securities August 1998 - May 2015
Education
Michigan State University 1994 — 1998
Finance
Brother Rice High School 1990 — 1994
Diane (Diane Dawson) Giddens's Comerica Securities Experience May 1990 - Present
Job AAMS®, CWS®, VP/Senior Financial Consultant at Comerica Securities
Industry Financial Services
Experience
Comerica Securities May 1990 - Present
Comerica Securities June 1985 - Present
Comerica Bank 1985 - Present
Skills
Portfolio Management, Banking, Wealth Management, Series 7, Investments, Wealth Management..., Securities, Investment Advisory, Series 63, Asset Managment, Financial Analysis, Asset Allocation, Mutual Funds, Retirement Planning
Education
Stephen F. Austin State University 1981 — 1985
BBA, Finance
Stephen F. Austin State University 1981 — 1985
BBA, Finance, General
Comerica Securities May 1990 - Present
Comerica Securities June 1985 - Present
Comerica Bank 1985 - Present
Skills
Portfolio Management, Banking, Wealth Management, Series 7, Investments, Wealth Management..., Securities, Investment Advisory, Series 63, Asset Managment, Financial Analysis, Asset Allocation, Mutual Funds, Retirement Planning
Education
Stephen F. Austin State University 1981 — 1985
BBA, Finance
Stephen F. Austin State University 1981 — 1985
BBA, Finance, General
Dave Post's Comerica Securities Experience August 2007 - May 2009
Job Manager, Corporate Sales at Wind River (Intel subsidiary)
Industry Computer Software
Experience
Wind River (Intel subsidiary) January 2013 - Present
Wind River (Intel subsidiary) January 2012 - January 2013
Wind River (Intel subsidiary) May 2009 - January 2012
Comerica Securities August 2007 - May 2009
Skills
Business Strategy, Financial Analysis, Financial Modeling, Corporate Finance, Investments, Investment Banking, Investment Strategies, Alternative Investments, Aerospace, Negotiation, Strategic Planning, New Business Development
Education
University of California, Berkeley - Walter A. Haas School of Business
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA)
Wind River (Intel subsidiary) January 2013 - Present
Wind River (Intel subsidiary) January 2012 - January 2013
Wind River (Intel subsidiary) May 2009 - January 2012
Comerica Securities August 2007 - May 2009
Skills
Business Strategy, Financial Analysis, Financial Modeling, Corporate Finance, Investments, Investment Banking, Investment Strategies, Alternative Investments, Aerospace, Negotiation, Strategic Planning, New Business Development
Education
University of California, Berkeley - Walter A. Haas School of Business
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA)
Darren Naum's Comerica Securities Experience August 2011 - Present
Job Managing Director, Head of Investment Banking, Comerica Securities, Inc.
Industry Banking
Experience
Comerica Securities August 2011 - Present
Comerica Bank April 2008 - August 2011
M&T Bank May 2007 - April 2008
M&T Bank January 2006 - May 2007
M&T Bank June 2005 - August 2005
ZAHR Trading January 1998 - June 2004
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Credit Risk, Capital Markets, Banking, Corporate Finance, Interest Rate Risk..., Commercial Banking, ALM, Valuation, Loans, Liquidity Management, Underwriting, Treasury, Strategic Financial..., Investor Relations, Commercial Lending, Credit Analysis, Mergers
Education
State University of New York at Buffalo - School of Management 2004 — 2006
MBA, Finance
State University of New York College at Geneseo 1991 — 1995
BA, Finance
Comerica Securities August 2011 - Present
Comerica Bank April 2008 - August 2011
M&T Bank May 2007 - April 2008
M&T Bank January 2006 - May 2007
M&T Bank June 2005 - August 2005
ZAHR Trading January 1998 - June 2004
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Credit Risk, Capital Markets, Banking, Corporate Finance, Interest Rate Risk..., Commercial Banking, ALM, Valuation, Loans, Liquidity Management, Underwriting, Treasury, Strategic Financial..., Investor Relations, Commercial Lending, Credit Analysis, Mergers
Education
State University of New York at Buffalo - School of Management 2004 — 2006
MBA, Finance
State University of New York College at Geneseo 1991 — 1995
BA, Finance
Jacqueline Ashe's Comerica Securities Experience 2002 - Present
Job Senior Operations Analyst
Industry Financial Services
Experience
Comerica Securities 2002 - Present
Munder Capital Management 2000 - 2002
Skills
Series 7, Mutual Funds, Securities, Investments, Customer Relations, Equities, Excel, Customer Service, Banking, Process Improvement, Cash Management, Wealth Management, Fixed Income, Portfolio Management, Series 63, Asset Management, Alternative Investments, Asset Allocation, Relationship Management, Bloomberg Terminal, Investment Advisory, Strategic Financial..., Estate Planning, Financial Planning
Education
Clark University 1977 — 1981
BA, Economics
Comerica Securities 2002 - Present
Munder Capital Management 2000 - 2002
Skills
Series 7, Mutual Funds, Securities, Investments, Customer Relations, Equities, Excel, Customer Service, Banking, Process Improvement, Cash Management, Wealth Management, Fixed Income, Portfolio Management, Series 63, Asset Management, Alternative Investments, Asset Allocation, Relationship Management, Bloomberg Terminal, Investment Advisory, Strategic Financial..., Estate Planning, Financial Planning
Education
Clark University 1977 — 1981
BA, Economics
Ray Pape AIF's Comerica Securities Experience 1998 - 2006
Job Senior Investment Executive at Independent Financial Services
Industry Investment Management
Experience
Independent Financial & Insurance Services March 2006 - Present
Comerica Securities 1998 - 2006
Skills
Investments, Series 7, Securities, Portfolio Management, Insurance, Term Life Insurance, Annuities, Investment Advisory, Financial Services, Wealth Management, Asset Management, Retirement Planning, Mutual Funds
Education
Center for Fiduciary Excellence 2015 — 2015
Accredited Investment Fiduciary (AIF), Investments and Securities
Spring Arbor University
Independent Financial & Insurance Services March 2006 - Present
Comerica Securities 1998 - 2006
Skills
Investments, Series 7, Securities, Portfolio Management, Insurance, Term Life Insurance, Annuities, Investment Advisory, Financial Services, Wealth Management, Asset Management, Retirement Planning, Mutual Funds
Education
Center for Fiduciary Excellence 2015 — 2015
Accredited Investment Fiduciary (AIF), Investments and Securities
Spring Arbor University
Dave Gauhs's Comerica Securities Experience February 2010 - Present
Job VP Financial Consultant Comerica Securities
Industry Investment Management
Experience
Comerica Securities February 2010 - Present
Banc of America Investments October 2004 - February 2010
Quick & Reilly June 1999 - October 2004
Education
Saint Bonaventure University 1995 — 1999
Comerica Securities February 2010 - Present
Banc of America Investments October 2004 - February 2010
Quick & Reilly June 1999 - October 2004
Education
Saint Bonaventure University 1995 — 1999
Mark Fink's Comerica Securities Experience
Job Financial Consultant, CFP at Comerica Securities
Industry Financial Services
Experience
Comerica Securities
Skills
Investments, Wealth Management, Portfolio Management, Financial Analysis, Banking, Series 7, Loans, Financial Planning, Finance
Education
DePauw University
Comerica Securities
Skills
Investments, Wealth Management, Portfolio Management, Financial Analysis, Banking, Series 7, Loans, Financial Planning, Finance
Education
DePauw University
James Landrum, AAMS's Comerica Securities Experience September 2002 - March 2011
Job Senior Financial Consultant at Comerica Wealth Management
Industry Financial Services
Experience
Comerica Wealth Management - Comerica Securities August 2014 - Present
Northwestern Mutual Financial Network - Office of Steve Miura March 2011 - July 2014
Comerica Securities September 2002 - March 2011
UBS Wealth Management January 2001 - September 2002
OLDE Discount Stockbrokers/HR Block Financial January 1998 - January 2001
Skills
Series 63, Series 7, Wealth Management, Retirement Planning, Securities, Banking, Portfolio Management, Investments, Mutual Funds, Strategic Financial..., Investment Advisory, Finance, Financial Analysis, Mortgage Lending, Financial Advisory, Asset Allocation, Asset Managment, Commercial Lending, Retail Banking, Estate Planning, Cash Management, 401k, Financial Services, Credit Analysis, Commercial Banking, Relationship Management, Alternative Investments, Credit, Loans, Asset Management, Retirement, Fixed Annuities, Wealth Management..., Small Business Lending, Risk Management, Financial Risk, Insurance, Financial Planning
Education
Oklahoma State University 1993 — 1997
BBA, Finance-Major, Accounting-Minor
Comerica Wealth Management - Comerica Securities August 2014 - Present
Northwestern Mutual Financial Network - Office of Steve Miura March 2011 - July 2014
Comerica Securities September 2002 - March 2011
UBS Wealth Management January 2001 - September 2002
OLDE Discount Stockbrokers/HR Block Financial January 1998 - January 2001
Skills
Series 63, Series 7, Wealth Management, Retirement Planning, Securities, Banking, Portfolio Management, Investments, Mutual Funds, Strategic Financial..., Investment Advisory, Finance, Financial Analysis, Mortgage Lending, Financial Advisory, Asset Allocation, Asset Managment, Commercial Lending, Retail Banking, Estate Planning, Cash Management, 401k, Financial Services, Credit Analysis, Commercial Banking, Relationship Management, Alternative Investments, Credit, Loans, Asset Management, Retirement, Fixed Annuities, Wealth Management..., Small Business Lending, Risk Management, Financial Risk, Insurance, Financial Planning
Education
Oklahoma State University 1993 — 1997
BBA, Finance-Major, Accounting-Minor
Brad Burstin's Comerica Securities Experience December 2004 - March 2010
Job Principal, Senior Client Advisor
Industry Investment Management
Experience
Bessemer Trust May 2011 - Present
Morgan Stanley Smith Barney April 2010 - May 2011
Comerica Securities December 2004 - March 2010
Skills
Wealth Management, Investment Management, Investments, Asset Allocation, Portfolio Management, Equities, Alternative Investments, Asset Management, New Business Development, Hedge Funds, Private Equity, Series 7, Asset Managment, Business Planning, Start-ups, Process Improvement
Education
UCLA Anderson School of Management 1998 — 2000
MBA, Finance, Entrepreneurial Studies
University of California, San Diego 1989 — 1993
BA, Political Science
UCLA Anderson School of Management
Bessemer Trust May 2011 - Present
Morgan Stanley Smith Barney April 2010 - May 2011
Comerica Securities December 2004 - March 2010
Skills
Wealth Management, Investment Management, Investments, Asset Allocation, Portfolio Management, Equities, Alternative Investments, Asset Management, New Business Development, Hedge Funds, Private Equity, Series 7, Asset Managment, Business Planning, Start-ups, Process Improvement
Education
UCLA Anderson School of Management 1998 — 2000
MBA, Finance, Entrepreneurial Studies
University of California, San Diego 1989 — 1993
BA, Political Science
UCLA Anderson School of Management
Phong Trang's Comerica Securities Experience June 2007 - September 2010
Job Senior Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2010 - Present
Comerica Securities June 2007 - September 2010
Ameriprise Financial March 2005 - June 2007
ING DIRECT 2004 - 2005
Education
University of California, Los Angeles
BA, Economics
Morgan Stanley Smith Barney September 2010 - Present
Comerica Securities June 2007 - September 2010
Ameriprise Financial March 2005 - June 2007
ING DIRECT 2004 - 2005
Education
University of California, Los Angeles
BA, Economics
Alysia Hubbard's Comerica Securities Experience July 2014 - May 2015
Job Experienced in Financial Services/Securities Industry Compliance and Operations, Process Automation, and Policy Creation
Industry Financial Services
Experience
Concorde Investment Services May 2015 - Present
Comerica Securities July 2014 - May 2015
Consulting Services Support Corporation (CSSC) July 2008 - July 2014
Consulting Services Support Corporation (CSSC) July 2008 - July 2014
Consulting Services Support Corporation (CSSC) August 2002 - July 2014
Skills
Public Speaking, Securities, FINRA, AML, Management, Financial Services, Series 24, Strategic Planning, Team Building, Team Leadership, Microsoft Office, Project Management, Leadership, Broker-Dealer, Customer Service, Business Administration, Operations Management, Organizaiton, Method Development, Business Process Design, Business Process..., Business Process..., Cost Saving Initiatives, New Business Development, Investments, Mutual Funds, Trading, Asset Management
Education
University of Phoenix 2006 — 2012
BSB, Finance, 3.88
University of Pennsylvania - The Wharton School 2008 — 2009
CRCP, FINRA Institute
Concorde Investment Services May 2015 - Present
Comerica Securities July 2014 - May 2015
Consulting Services Support Corporation (CSSC) July 2008 - July 2014
Consulting Services Support Corporation (CSSC) July 2008 - July 2014
Consulting Services Support Corporation (CSSC) August 2002 - July 2014
Skills
Public Speaking, Securities, FINRA, AML, Management, Financial Services, Series 24, Strategic Planning, Team Building, Team Leadership, Microsoft Office, Project Management, Leadership, Broker-Dealer, Customer Service, Business Administration, Operations Management, Organizaiton, Method Development, Business Process Design, Business Process..., Business Process..., Cost Saving Initiatives, New Business Development, Investments, Mutual Funds, Trading, Asset Management
Education
University of Phoenix 2006 — 2012
BSB, Finance, 3.88
University of Pennsylvania - The Wharton School 2008 — 2009
CRCP, FINRA Institute
Georgia Sclavos's Comerica Securities Experience May 2008 - Present
Job Registered Sales Associate at Comerica Securities
Industry Financial Services
Experience
Comerica Securities May 2008 - Present
Education
San Francisco State University
Bachelor of Science (B.S.), Marketing
Comerica Securities May 2008 - Present
Education
San Francisco State University
Bachelor of Science (B.S.), Marketing
Jonathan Keen's Comerica Securities Experience July 2006 - Present
Job Registered Sales Associate at Comerica Securities
Industry Banking
Experience
Comerica Securities July 2006 - Present
United States Air Force December 1999 - October 2005
Education
United States Air Force Academy 1993 — 1997
Bachelor, Engineering and Math
Comerica Securities July 2006 - Present
United States Air Force December 1999 - October 2005
Education
United States Air Force Academy 1993 — 1997
Bachelor, Engineering and Math
Chris Baccella, CFA's Comerica Securities Experience December 1999 - October 2006
Job Vice President & Portfolio Manager at Old National Wealth Management
Industry Investment Management
Experience
Old National Wealth Management April 2015 - Present
Wilson, Kemp & Associates, Inc. May 2013 - April 2015
Comerica Asset Management October 2006 - May 2013
Comerica Securities December 1999 - October 2006
Olde Discount Stockbrokers 1997 - 1998
Skills
Portfolio Management, Investments, Equities, Asset Allocation, Wealth Management, Equity Research, Asset Management, Fixed Income, Asset Managment, Investment Strategies, Valuation, Investment Advisory
Education
University of Michigan-Dearborn 1997 — 1999
BBA, Accounting and Finance
Old National Wealth Management April 2015 - Present
Wilson, Kemp & Associates, Inc. May 2013 - April 2015
Comerica Asset Management October 2006 - May 2013
Comerica Securities December 1999 - October 2006
Olde Discount Stockbrokers 1997 - 1998
Skills
Portfolio Management, Investments, Equities, Asset Allocation, Wealth Management, Equity Research, Asset Management, Fixed Income, Asset Managment, Investment Strategies, Valuation, Investment Advisory
Education
University of Michigan-Dearborn 1997 — 1999
BBA, Accounting and Finance
Mark Leveille's Comerica Securities Experience 1994 - 1997
Job Vice President at Comerica Bank
Industry Banking
Experience
Comerica Bank November 2002 - Present
Comerica Bank January 2001 - November 2002
Comerica Bank 1997 - 2001
Comerica Securities 1994 - 1997
Skills
Loans, Commercial Banking, Credit, Credit Analysis, Treasury Management, Cash Flow Lending, Credit Risk, Portfolio Management, Underwriting, Financial Analysis, Investments, Risk Management, Cash Management, Asset Based Lending, Capital Structure, Capital Markets, Asset Management, Strategic Financial..., Equities, Relationship Management, Securities, Financial Services, Mutual Funds, Analysis
Education
Lake Superior State University 1983 — 1988
BS, Business Administration - Management Concentration
Comerica Bank November 2002 - Present
Comerica Bank January 2001 - November 2002
Comerica Bank 1997 - 2001
Comerica Securities 1994 - 1997
Skills
Loans, Commercial Banking, Credit, Credit Analysis, Treasury Management, Cash Flow Lending, Credit Risk, Portfolio Management, Underwriting, Financial Analysis, Investments, Risk Management, Cash Management, Asset Based Lending, Capital Structure, Capital Markets, Asset Management, Strategic Financial..., Equities, Relationship Management, Securities, Financial Services, Mutual Funds, Analysis
Education
Lake Superior State University 1983 — 1988
BS, Business Administration - Management Concentration
Tim Bresnahan's Comerica Securities Experience June 2000 - March 2004
Job Vice President Advisor Solutions at Newfound Research LLC
Industry Financial Services
Experience
Newfound Research LLC 2015 - Present
Motif Investing February 2015 - June 2015
Huntington Funds April 2013 - June 2014
RS Funds December 2007 - October 2012
Munder Capital Management April 2005 - December 2007
Fifth Third Securities March 2004 - April 2005
Comerica Securities June 2000 - March 2004
Olde Stockbrokers January 1987 - June 2000
Skills
Mutual Funds, Wealth Management, Series 7, Series 4, Series 8, Series 63, Series 66, Asset Allocation, 401k, Alternative Investments, Asset Management, Bonds, FINRA, Finance, Financial Advisory, Fixed Annuities, Investments, Retirement Planning, Securities, Uniform Combined State...
Education
Northern Michigan University
Bachelor of Applied Science (BASc), Geography
Newfound Research LLC 2015 - Present
Motif Investing February 2015 - June 2015
Huntington Funds April 2013 - June 2014
RS Funds December 2007 - October 2012
Munder Capital Management April 2005 - December 2007
Fifth Third Securities March 2004 - April 2005
Comerica Securities June 2000 - March 2004
Olde Stockbrokers January 1987 - June 2000
Skills
Mutual Funds, Wealth Management, Series 7, Series 4, Series 8, Series 63, Series 66, Asset Allocation, 401k, Alternative Investments, Asset Management, Bonds, FINRA, Finance, Financial Advisory, Fixed Annuities, Investments, Retirement Planning, Securities, Uniform Combined State...
Education
Northern Michigan University
Bachelor of Applied Science (BASc), Geography
Chris Scotto's Comerica Securities Experience March 2008 - Present
Job SVP, C.O.O at Comerica Securities
Industry Financial Services
Experience
Comerica Securities March 2008 - Present
Skills
Commercial Banking, Loans, Credit, Portfolio Management, Management, Banking, Leadership, Risk Management, Securities, Financial Services, Mutual Funds, Asset Management, Series 7, Investments
Education
Rutgers University-New Brunswick 1975 — 1979
Bachelor of Science (B.S.), Economics and Marketing
Comerica Securities March 2008 - Present
Skills
Commercial Banking, Loans, Credit, Portfolio Management, Management, Banking, Leadership, Risk Management, Securities, Financial Services, Mutual Funds, Asset Management, Series 7, Investments
Education
Rutgers University-New Brunswick 1975 — 1979
Bachelor of Science (B.S.), Economics and Marketing
Nancy Gabany's Comerica Securities Experience June 1990 - Present
Job Senior Vice President/Investments,Sr Financial Cons. CERTIFIED FINANCIAL PLANNER ™
Industry Investment Management
Experience
Comerica Securities June 1990 - Present
Skills
Wealth Management..., Wealth Management, Communication, Loans, Series 63, Life Insurance, Series 7, Investment Advisory, Investments, Strategic Financial..., Series 6, Retirement Planning, Portfolio Management, Mutual Funds, Commercial Lending, High Net Worth..., Certified Financial..., Asset Allocation, Financial Planning
Education
University of Houston-Victoria 2010 — 2012
Bachelor of Science (B.S.), Psychology
University of St. Thomas (TX) 2008 — 2009
CFP Certification
University of Houston 1981 — 1985
Psychology
Sam Houston State University 1980 — 1981
Comerica Securities June 1990 - Present
Skills
Wealth Management..., Wealth Management, Communication, Loans, Series 63, Life Insurance, Series 7, Investment Advisory, Investments, Strategic Financial..., Series 6, Retirement Planning, Portfolio Management, Mutual Funds, Commercial Lending, High Net Worth..., Certified Financial..., Asset Allocation, Financial Planning
Education
University of Houston-Victoria 2010 — 2012
Bachelor of Science (B.S.), Psychology
University of St. Thomas (TX) 2008 — 2009
CFP Certification
University of Houston 1981 — 1985
Psychology
Sam Houston State University 1980 — 1981
Skip Pierro's Comerica Securities Experience May 2001 - April 2012
Job Retired, Time to enjoy family and friends
Industry Financial Services
Experience
Home May 2012 - Present
Comerica Securities May 2001 - April 2012
Wells Fargo 1998 - 2001
Norwest Investment Services 1995 - 1998
Skills
Series4, series 7, Series 24, Series 65, Series 9, Series 10, Series 53, Series 63, Series 26, Michigan Life,VA and..., Series 7, Wealth Management, Portfolio Management, Investments, Securities, Fixed Income, Investment Advisory, Relationship Management, Finance, Financial Services, Mutual Funds
Education
Louisiana Tech University
Home May 2012 - Present
Comerica Securities May 2001 - April 2012
Wells Fargo 1998 - 2001
Norwest Investment Services 1995 - 1998
Skills
Series4, series 7, Series 24, Series 65, Series 9, Series 10, Series 53, Series 63, Series 26, Michigan Life,VA and..., Series 7, Wealth Management, Portfolio Management, Investments, Securities, Fixed Income, Investment Advisory, Relationship Management, Finance, Financial Services, Mutual Funds
Education
Louisiana Tech University
Gay Nell Lewing Currie's Comerica Securities Experience April 2001 - February 2002
Job Designated Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2013 - Present
SagePoint Financial May 2005 - May 2012
Morgan Stanley February 2002 - June 2004
Comerica Securities April 2001 - February 2002
Banc of America Investment Services, Inc. May 1995 - April 2001
Skills
Certified Financial..., Fixed Annuities, Series 24, Series 63, Series 7, Insurance, Supervisory Skills, Securities, Cash Management, Investment Management, Risk Management, Risk Assessment, Series 9-10, Series 65, Texas Insurance..., Retirement, Variable Annuities, Retirement Planning, FINRA, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Series 6, Investment Strategies, Uniform Combined State..., Alternative Investments, IRAs, Financial Advisory, 401k, Investments, Estate Planning, Life Insurance, Wealth Management..., Financial Services, Strategic Financial..., Asset Management, Separately Managed..., ETFs, Portfolio Management, Long-term Care, Equities
Education
University of Houston-Clear Lake
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
LPL Financial February 2013 - Present
SagePoint Financial May 2005 - May 2012
Morgan Stanley February 2002 - June 2004
Comerica Securities April 2001 - February 2002
Banc of America Investment Services, Inc. May 1995 - April 2001
Skills
Certified Financial..., Fixed Annuities, Series 24, Series 63, Series 7, Insurance, Supervisory Skills, Securities, Cash Management, Investment Management, Risk Management, Risk Assessment, Series 9-10, Series 65, Texas Insurance..., Retirement, Variable Annuities, Retirement Planning, FINRA, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Series 6, Investment Strategies, Uniform Combined State..., Alternative Investments, IRAs, Financial Advisory, 401k, Investments, Estate Planning, Life Insurance, Wealth Management..., Financial Services, Strategic Financial..., Asset Management, Separately Managed..., ETFs, Portfolio Management, Long-term Care, Equities
Education
University of Houston-Clear Lake
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Daniel Shubeck's Comerica Securities Experience June 2004 - February 2006
Job Insurance Specialist | Property Casualty | Auto | Commercial | All Lines Agent | Servicing the State of Michigan
Industry Insurance
Experience
Farm Bureau Insurance of Michigan August 2014 - Present
Comerica Incorporated February 2006 - June 2014
Comerica Securities June 2004 - February 2006
Skills
Property & Casualty..., Commercial Insurance, Risk Management, Life Insurance Planning, Term Life Insurance, Business Development, Strategic Planning, Problem Solving, Project Management, Team Building Leadership
Education
Northern Michigan University 1989 — 1992
Bachelor of Science (B.S.), Accounting
East Detroit High School 1984 — 1987
High School
Farm Bureau Insurance of Michigan August 2014 - Present
Comerica Incorporated February 2006 - June 2014
Comerica Securities June 2004 - February 2006
Skills
Property & Casualty..., Commercial Insurance, Risk Management, Life Insurance Planning, Term Life Insurance, Business Development, Strategic Planning, Problem Solving, Project Management, Team Building Leadership
Education
Northern Michigan University 1989 — 1992
Bachelor of Science (B.S.), Accounting
East Detroit High School 1984 — 1987
High School
G Charles Uluhogian's Comerica Securities Experience January 1995 - January 1998
Job NCUA Examiner at National Credit Union Administration
Industry Banking
Experience
National Credit Union Administration April 2013 - January 2014
FDIC April 2010 - April 2013
Comerica Bank January 1998 - February 2010
Comerica Securities January 1995 - January 1998
Comerica Securities January 1993 - January 1995
Manufacturers Bank January 1986 - January 1993
Skills
Loans, Banking, Credit, Capital Markets, Mortgage, Securities, Fixed Income, Financial Institutions, Analysis, Finance, Risk Management, Funding, Business Planning, Corporate Finance, Portfolio Management, Mortgage Lending, Investments, Investment Banking, Auditing, Management, Credit Analysis, Commercial Lending, Strategy, Commercial Banking, Accounting, Executive Management, Financial Risk, Credit Risk, Small Business Lending, Financial Services, Consumer Lending, Cash Management, Loan Origination, Retail Banking, Financial Analysis
Education
Cleveland State University 1982 — 1985
Bachelors of Business Admimistration, Major Marketing Minor Management & Labor Relations
Centralia High School
National Credit Union Administration April 2013 - January 2014
FDIC April 2010 - April 2013
Comerica Bank January 1998 - February 2010
Comerica Securities January 1995 - January 1998
Comerica Securities January 1993 - January 1995
Manufacturers Bank January 1986 - January 1993
Skills
Loans, Banking, Credit, Capital Markets, Mortgage, Securities, Fixed Income, Financial Institutions, Analysis, Finance, Risk Management, Funding, Business Planning, Corporate Finance, Portfolio Management, Mortgage Lending, Investments, Investment Banking, Auditing, Management, Credit Analysis, Commercial Lending, Strategy, Commercial Banking, Accounting, Executive Management, Financial Risk, Credit Risk, Small Business Lending, Financial Services, Consumer Lending, Cash Management, Loan Origination, Retail Banking, Financial Analysis
Education
Cleveland State University 1982 — 1985
Bachelors of Business Admimistration, Major Marketing Minor Management & Labor Relations
Centralia High School
Cherie Kimbrough's Comerica Securities Experience July 2011 - December 2013
Job Data Analyst at Ascension Health
Industry Computer Software
Experience
Ascension Health December 2013 - Present
Comerica Securities July 2011 - December 2013
GMAC Commercial Finance March 2001 - August 2010
Michigan National Corporation October 1993 - February 2001
Michigan National Corporation September 1987 - October 1993
Skills
Public Speaking, Access, Management, Process Improvement, Business Intelligence, Software Documentation, Coaching, Databases, Analysis, Training, Program Management, Testing, Team Management, Quality Assurance, Data Warehousing, Financial Analysis, Leadership, Project Management
Education
Davenport University
BBA, Computer Information Systems
Ascension Health December 2013 - Present
Comerica Securities July 2011 - December 2013
GMAC Commercial Finance March 2001 - August 2010
Michigan National Corporation October 1993 - February 2001
Michigan National Corporation September 1987 - October 1993
Skills
Public Speaking, Access, Management, Process Improvement, Business Intelligence, Software Documentation, Coaching, Databases, Analysis, Training, Program Management, Testing, Team Management, Quality Assurance, Data Warehousing, Financial Analysis, Leadership, Project Management
Education
Davenport University
BBA, Computer Information Systems
Rand Putterman's Comerica Securities Experience October 2001 - Present
Job Financial Consultant at Comerica Securities
Industry Financial Services
Experience
Davenport University November 2011 - Present
Comerica Securities October 2001 - Present
Skills
Retirement Planning, Financial Planning, Wealth Management, Series 7, Insurance Planning, Asset Allocation, Finance, Investment Management, Retirement, Insurance, Alternative Investments, Long-term Care, Investment Advisory, IRAs
Education
Marshall University 1988 — 1991
Master of Business Administration (M.B.A.)
Pennsylvania State University 1979 — 1981
Bachelor of Science (B.S.), Meteorology
Davenport University November 2011 - Present
Comerica Securities October 2001 - Present
Skills
Retirement Planning, Financial Planning, Wealth Management, Series 7, Insurance Planning, Asset Allocation, Finance, Investment Management, Retirement, Insurance, Alternative Investments, Long-term Care, Investment Advisory, IRAs
Education
Marshall University 1988 — 1991
Master of Business Administration (M.B.A.)
Pennsylvania State University 1979 — 1981
Bachelor of Science (B.S.), Meteorology
Donna Hay's Comerica Securities Experience February 2008 - Present
Job Registered Sales Assistant at Comerica Securities
Industry Financial Services
Experience
Comerica Securities February 2008 - Present
Supreme Lending January 2007 - February 2008
free lance / self employed March 2003 - January 2007
Charles Schwab July 2000 - October 2002
Skills
Securities, Retirement Planning, Investments, Series 7, Portfolio Management, Relationship Management, Retail Banking, Financial Advisory, Series 63, Credit Analysis, Finance, Commercial Banking, Financial Analysis, Financial Services, Mortgage Lending, Small Business Lending, Credit, Banking
Education
Texas Tech University
BS
Comerica Securities February 2008 - Present
Supreme Lending January 2007 - February 2008
free lance / self employed March 2003 - January 2007
Charles Schwab July 2000 - October 2002
Skills
Securities, Retirement Planning, Investments, Series 7, Portfolio Management, Relationship Management, Retail Banking, Financial Advisory, Series 63, Credit Analysis, Finance, Commercial Banking, Financial Analysis, Financial Services, Mortgage Lending, Small Business Lending, Credit, Banking
Education
Texas Tech University
BS
Courtney Trudell's Comerica Securities Experience 1994 - 2000
Job Entreprenuer Real Estate / Self Employed
Industry Real Estate
Experience
Self Employed March 2002 - Present
Comerica Securities 1994 - 2000
Skills
Public Speaking, Budgets, Customer Service, Small Business, Strategic Planning, Negotiation, Short Sales
Education
East Stroudsburg University of Pennsylvania
Hospitality Management & Finance
Self Employed March 2002 - Present
Comerica Securities 1994 - 2000
Skills
Public Speaking, Budgets, Customer Service, Small Business, Strategic Planning, Negotiation, Short Sales
Education
East Stroudsburg University of Pennsylvania
Hospitality Management & Finance
Richard Hundley's Comerica Securities Experience January 2008 - December 2009
Job Financial Services Professional
Industry Financial Services
Experience
BOSC, Inc. March 2012 - Present
BBVA Compass 2009 - 2011
Comerica Securities January 2008 - December 2009
Buchanan Ventures July 2004 - January 2008
Morgan Stanley February 2000 - October 2002
Skills
Portfolio Management, Investments, Equities, Finance, Fixed Income, Financial Services, Risk Management, Asset Allocation, Investment Management, Banking, Business Development, Cash Management, Loans, Mutual Funds, Private Banking, Management, Marketing, Sales
Education
Southwest Texas State University
Bachelor Science - Business Administration, Management & Marketing
BOSC, Inc. March 2012 - Present
BBVA Compass 2009 - 2011
Comerica Securities January 2008 - December 2009
Buchanan Ventures July 2004 - January 2008
Morgan Stanley February 2000 - October 2002
Skills
Portfolio Management, Investments, Equities, Finance, Fixed Income, Financial Services, Risk Management, Asset Allocation, Investment Management, Banking, Business Development, Cash Management, Loans, Mutual Funds, Private Banking, Management, Marketing, Sales
Education
Southwest Texas State University
Bachelor Science - Business Administration, Management & Marketing
Larry Schram's Comerica Securities Experience October 2001 - August 2010
Job Chief Financial Officer at EarlyShares.com LLC
Industry Financial Services
Experience
EarlyShares.com LLC March 2012 - Present
Wells Fargo Advisors August 2010 - September 2011
Comerica Securities October 2001 - August 2010
Skills
New Business Development, Small Business, Financial Planning, Sales Presentations, Group Presentations, Analysis, Business Strategy, Coaching, Mentoring, Organizing, Planning
Education
University of San Diego 1985 — 1987
Bachelor of Business Administration (BBA), Finance, General
Grossmont College 1980 — 1984
General Education, Business Administration, Management and Operations
EarlyShares.com LLC March 2012 - Present
Wells Fargo Advisors August 2010 - September 2011
Comerica Securities October 2001 - August 2010
Skills
New Business Development, Small Business, Financial Planning, Sales Presentations, Group Presentations, Analysis, Business Strategy, Coaching, Mentoring, Organizing, Planning
Education
University of San Diego 1985 — 1987
Bachelor of Business Administration (BBA), Finance, General
Grossmont College 1980 — 1984
General Education, Business Administration, Management and Operations
Jerry Positeri, AAMS®'s Comerica Securities Experience October 1995 - Present
Job Financial Consultant / Comerica Securities Wealth Management VP
Industry Financial Services
Experience
Comerica Securities October 1995 - Present
Skills
Strategic Financial..., Retirement Planning, Portfolio Management, Wealth Management, Finance, Investments, Financial Services, Mutual Funds, Investment Advisory
Education
University of California, Santa Barbara
Comerica Securities October 1995 - Present
Skills
Strategic Financial..., Retirement Planning, Portfolio Management, Wealth Management, Finance, Investments, Financial Services, Mutual Funds, Investment Advisory
Education
University of California, Santa Barbara
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY