Cornerstone Capital Advisors
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Cornerstone Capital Advisors Employees
Employee
Years
Job
Industry
Jonathan Bishop Jonathan Bishop's Cornerstone Capital Advisors Experience April 2013 - March 2014
Job Staff Accountant Stark County Government
Industry Accounting
Experience
Stark County Citizens for Children Services June 2015 - Present
Stark County Government February 2014 - Present
Cornerstone Capital Advisors April 2013 - March 2014
The Wireless Center July 2012 - April 2013
Pucker's Sports Pub and Grille March 2012 - July 2012
Blue Mobile Solutions May 2011 - February 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Leadership, Facebook, Teamwork, Inventory Management, Retail, Sales, Team Leadership
Education
Walsh University 2015 — 2016
Master of Business Administration (MBA), Management & Business
Kent State University 2009 — 2013
Honors Scholar, Accounting
Hoover High School 2005 — 2009
Honors Diploma, Business
Stark County Citizens for Children Services June 2015 - Present
Stark County Government February 2014 - Present
Cornerstone Capital Advisors April 2013 - March 2014
The Wireless Center July 2012 - April 2013
Pucker's Sports Pub and Grille March 2012 - July 2012
Blue Mobile Solutions May 2011 - February 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Leadership, Facebook, Teamwork, Inventory Management, Retail, Sales, Team Leadership
Education
Walsh University 2015 — 2016
Master of Business Administration (MBA), Management & Business
Kent State University 2009 — 2013
Honors Scholar, Accounting
Hoover High School 2005 — 2009
Honors Diploma, Business
Anthony Testa Anthony Testa's Cornerstone Capital Advisors Experience June 2009 - August 2009
Job Private Equity Associate at KKR
Industry Venture Capital & Private Equity
Experience
KKR July 2014 - Present
Morgan Stanley June 2012 - June 2014
Morgan Stanley June 2011 - August 2011
Carleton McKenna & Company, LLC June 2010 - August 2010
Cornerstone Capital Advisors June 2009 - August 2009
Education
Baldwin-Wallace College 2008 — 2012
Bachelor of Arts, Finance and Accounting
KKR July 2014 - Present
Morgan Stanley June 2012 - June 2014
Morgan Stanley June 2011 - August 2011
Carleton McKenna & Company, LLC June 2010 - August 2010
Cornerstone Capital Advisors June 2009 - August 2009
Education
Baldwin-Wallace College 2008 — 2012
Bachelor of Arts, Finance and Accounting
Nathan Bopp Nathan Bopp's Cornerstone Capital Advisors Experience October 2007 - Present
Job Lead Advisor at Cornerstone Capital Advisors
Industry Financial Services
Experience
Cornerstone Capital Advisors October 2007 - Present
JP Morgan Chase September 2004 - October 2007
Prudential Financial January 2002 - September 2004
Morgan Stanley June 2000 - January 2002
Skills
Retirement Planning, Investments, Wealth Management
Education
Kent State University 2005 — 2007
MBA
Ohio University 1996 — 2000
Bachelors, Finance & Economics
Cornerstone Capital Advisors October 2007 - Present
JP Morgan Chase September 2004 - October 2007
Prudential Financial January 2002 - September 2004
Morgan Stanley June 2000 - January 2002
Skills
Retirement Planning, Investments, Wealth Management
Education
Kent State University 2005 — 2007
MBA
Ohio University 1996 — 2000
Bachelors, Finance & Economics
Glen Hahlen Glen Hahlen's Cornerstone Capital Advisors Experience May 2006 - Present
Job Lead Advisor at Cornerstone Capital Advisors
Industry Financial Services
Experience
Cornerstone Capital Advisors May 2006 - Present
Skills
Retirement Planning, Wealth Management, Investments, Estate Planning, Mutual Funds, Strategic Financial..., Pensions, 401k, Investment Advisory, Asset Allocation, Retirement, Risk Management, Financial Advisory, Portfolio Management, Financial Planners, Investment Management, Finance, Due Diligence
Education
The University of Akron 2001 — 2005
Finance
West Branch High School 1996 — 2000
Cornerstone Capital Advisors May 2006 - Present
Skills
Retirement Planning, Wealth Management, Investments, Estate Planning, Mutual Funds, Strategic Financial..., Pensions, 401k, Investment Advisory, Asset Allocation, Retirement, Risk Management, Financial Advisory, Portfolio Management, Financial Planners, Investment Management, Finance, Due Diligence
Education
The University of Akron 2001 — 2005
Finance
West Branch High School 1996 — 2000
Jennifer Falb, EMBA's Cornerstone Capital Advisors Experience March 2007 - January 2012
Job Chief Experience Officer at Cedar Brook Financial Partners
Industry Financial Services
Experience
Cedar Brook Financial Partners April 2012 - Present
Cornerstone Capital Advisors March 2007 - January 2012
Ovation Polymer Technology & Engineered Materials, Inc. 2005 - 2006
CB Richard Ellis 2004 - 2005
Skills
Strategic Planning, Investments, Strategic Financial..., Business Development, Retirement Planning, CRM, Entrepreneurship, Wealth Management, Management, Leadership, Sales, Business Strategy, Insurance, Finance, Strategy, Customer Service, Budgets, Business Planning, Market Research, Microsoft Excel, Risk Management, Mergers & Acquisitions, Negotiation, Financial Advisory, Process Improvement, Competitive Analysis, Employee Benefits, New Business Development, Product Development, Management Consulting, Small Business, Marketing, Marketing Strategy, Retirement
Education
Cleveland State University 2010 — 2012
EMBA, Business Management
Kent State University 1994 — 1999
Bachelor's, Psychology, Business Management
Cedar Brook Financial Partners April 2012 - Present
Cornerstone Capital Advisors March 2007 - January 2012
Ovation Polymer Technology & Engineered Materials, Inc. 2005 - 2006
CB Richard Ellis 2004 - 2005
Skills
Strategic Planning, Investments, Strategic Financial..., Business Development, Retirement Planning, CRM, Entrepreneurship, Wealth Management, Management, Leadership, Sales, Business Strategy, Insurance, Finance, Strategy, Customer Service, Budgets, Business Planning, Market Research, Microsoft Excel, Risk Management, Mergers & Acquisitions, Negotiation, Financial Advisory, Process Improvement, Competitive Analysis, Employee Benefits, New Business Development, Product Development, Management Consulting, Small Business, Marketing, Marketing Strategy, Retirement
Education
Cleveland State University 2010 — 2012
EMBA, Business Management
Kent State University 1994 — 1999
Bachelor's, Psychology, Business Management
David Forshew's Cornerstone Capital Advisors Experience January 2009 - Present
Job Lead Advisor at Cornerstone Capital Advisors
Industry Financial Services
Experience
Cornerstone Capital Advisors January 2009 - Present
Northwestern Mutual March 2001 - June 2008
VersaTile & Master Tile Products September 1998 - February 2001
West Lake Plastics June 1995 - August 1998
Education
University of Mount Union 1987 — 1991
BA, Sports Management & Business Administration
Revere High School 1983 — 1987
Cornerstone Capital Advisors January 2009 - Present
Northwestern Mutual March 2001 - June 2008
VersaTile & Master Tile Products September 1998 - February 2001
West Lake Plastics June 1995 - August 1998
Education
University of Mount Union 1987 — 1991
BA, Sports Management & Business Administration
Revere High School 1983 — 1987
Lisa Hay, CPA, CERTIFIED FINANCIAL PLANNER™ Lisa Hay, CPA, CERTIFIED FINANCIAL PLANNER™'s Cornerstone Capital Advisors Experience January 2015 - Present
Job CFP®, Retirement & Social Security Planning Specialist, FeeOnly Financial Planner & Investment Advisor
Industry Financial Services
Experience
Cornerstone Capital Advisors January 2015 - Present
MarketWatch December 2012 - Present
Ascend Financial, LLC January 2012 - Present
Manilla November 2013 - July 2014
Lisa Hay, CPA December 2004 - December 2011
Cleveland Electric Labs June 2008 - September 2011
Warfield and Sender, CPA's January 2005 - April 2008
Skills
Financial Planners, Tax, Strategic Financial..., Finance, Financial Analysis, Strategic Planning, Cash Flow, Retirement Planning, Financial Education, Financial Advisory, Financial Coaching, Wealth Management, Income Tax, Lifestyle Planning, College Funding..., Charitable Gift Planning, Gift Planning, Legacies, Personal Financial..., Gifting Strategies, Legacy Giving, Estate Planning, Tax Advisory, Comprehensive Planning, Saving for Education, Portfolio Optimization, Asset Allocation, Investment Strategies, Index Funds, Retirement Savings, Retirement Benefits, Holistic Financial..., Independent Financial..., Fiduciary, Money Management, Mutual Funds, ETFs, Wealth Preservation..., Intergenerational..., Charitable Trusts, Philanthropy, Registered Investment...
Education
University of Tulsa 1979 — 1982
Bachelor of Science in Business Adminstration, Accounting
The Ohio State University
Certified Financial Planning Capstone Course
Cornerstone Capital Advisors January 2015 - Present
MarketWatch December 2012 - Present
Ascend Financial, LLC January 2012 - Present
Manilla November 2013 - July 2014
Lisa Hay, CPA December 2004 - December 2011
Cleveland Electric Labs June 2008 - September 2011
Warfield and Sender, CPA's January 2005 - April 2008
Skills
Financial Planners, Tax, Strategic Financial..., Finance, Financial Analysis, Strategic Planning, Cash Flow, Retirement Planning, Financial Education, Financial Advisory, Financial Coaching, Wealth Management, Income Tax, Lifestyle Planning, College Funding..., Charitable Gift Planning, Gift Planning, Legacies, Personal Financial..., Gifting Strategies, Legacy Giving, Estate Planning, Tax Advisory, Comprehensive Planning, Saving for Education, Portfolio Optimization, Asset Allocation, Investment Strategies, Index Funds, Retirement Savings, Retirement Benefits, Holistic Financial..., Independent Financial..., Fiduciary, Money Management, Mutual Funds, ETFs, Wealth Preservation..., Intergenerational..., Charitable Trusts, Philanthropy, Registered Investment...
Education
University of Tulsa 1979 — 1982
Bachelor of Science in Business Adminstration, Accounting
The Ohio State University
Certified Financial Planning Capstone Course
Charles O'Hanlon's Cornerstone Capital Advisors Experience August 2001 - December 2006
Job
Industry Biotechnology
Experience
Celsense, Inc. June 2005 - Present
Cornerstone Capital Advisors August 2001 - December 2006
National City February 1991 - August 2001
Skills
Executive Management, Leadership, Business Strategy, Biotechnology, MRI, Insolvency
Education
Robert Morris University 1978 — 1980
Master of Business Administration (MBA), Business Administration and Management, General
Georgia Institute of Technology 1971 — 1975
Bachelor of Science (BS), Indsutrial Management
Celsense, Inc. June 2005 - Present
Cornerstone Capital Advisors August 2001 - December 2006
National City February 1991 - August 2001
Skills
Executive Management, Leadership, Business Strategy, Biotechnology, MRI, Insolvency
Education
Robert Morris University 1978 — 1980
Master of Business Administration (MBA), Business Administration and Management, General
Georgia Institute of Technology 1971 — 1975
Bachelor of Science (BS), Indsutrial Management
Timothy Marcinek, AIF® Timothy Marcinek, AIF®'s Cornerstone Capital Advisors Experience June 2004 - March 2008
Job Financial Planner at Cornerstone Wealth Management
Industry Financial Services
Experience
Cornerstone Wealth Management March 2014 - Present
Clarity 2 Prosperity Advisory Group & Prosperity Capital Advisors October 2012 - March 2014
Prosperity Capital Advisors March 2011 - October 2012
Hill Financial Group March 2008 - December 2010
Cornerstone Capital Advisors June 2004 - March 2008
National City Bank 1994 - 1997
National City Bank 1994 - 1997
Skills
Financial Planning, Wealth Management, RIA, High Net Worth..., Investment Advisory, Income Tax, Tax Preparation, Portfolio Management, Retirement Planning, Asset Allocation, Investment Operations, Financial Technology, Investments, Asset Management, Strategic Financial...
Education
Cleveland State University 1994 — 1998
Bachelors, Business Administration - Accounting
John Carroll University 1992 — 1994
St. Ignatius High School 1988 — 1992
High School
Cornerstone Wealth Management March 2014 - Present
Clarity 2 Prosperity Advisory Group & Prosperity Capital Advisors October 2012 - March 2014
Prosperity Capital Advisors March 2011 - October 2012
Hill Financial Group March 2008 - December 2010
Cornerstone Capital Advisors June 2004 - March 2008
National City Bank 1994 - 1997
National City Bank 1994 - 1997
Skills
Financial Planning, Wealth Management, RIA, High Net Worth..., Investment Advisory, Income Tax, Tax Preparation, Portfolio Management, Retirement Planning, Asset Allocation, Investment Operations, Financial Technology, Investments, Asset Management, Strategic Financial...
Education
Cleveland State University 1994 — 1998
Bachelors, Business Administration - Accounting
John Carroll University 1992 — 1994
St. Ignatius High School 1988 — 1992
High School
Cameron Orr's Cornerstone Capital Advisors Experience April 2010 - September 2010
Job Executive Banker at Quicken Loans
Industry Real Estate
Experience
Orr Rentals LLC March 2008 - Present
Quicken Loans June 2011 - May 2015
Cornerstone Capital Advisors April 2010 - September 2010
Symphony Financial Services March 2009 - December 2009
The University of Akron January 2007 - June 2007
Skills
Microsoft Office, Email Marketing, Social Media Marketing, Customer Service, Sales, Marketing, Entrepreneurship, Time Management, Marketing Strategy, Marketing Communications, Strategy, Investments, Management, SEO, Finance, Financial Analysis, Social Media, Real Estate
Education
The University of Akron 2006 — 2010
Bachelors Degree, FINANCIAL SERVICES/FINANCE, BSBA FINANCE
The University of Akron 2006 — 2010
Bachelor's degree, Business/Commerce, General
Orr Rentals LLC March 2008 - Present
Quicken Loans June 2011 - May 2015
Cornerstone Capital Advisors April 2010 - September 2010
Symphony Financial Services March 2009 - December 2009
The University of Akron January 2007 - June 2007
Skills
Microsoft Office, Email Marketing, Social Media Marketing, Customer Service, Sales, Marketing, Entrepreneurship, Time Management, Marketing Strategy, Marketing Communications, Strategy, Investments, Management, SEO, Finance, Financial Analysis, Social Media, Real Estate
Education
The University of Akron 2006 — 2010
Bachelors Degree, FINANCIAL SERVICES/FINANCE, BSBA FINANCE
The University of Akron 2006 — 2010
Bachelor's degree, Business/Commerce, General
Harlan Storey Harlan Storey's Cornerstone Capital Advisors Experience 1984 - 2009
Job President at Storey & Associates
Industry Financial Services
Experience
Storey & Associates October 2009 - Present
Cornerstone Capital Advisors 1984 - 2009
Education
University of Akron School of Law 1975 — 1979
JD, Law
Storey & Associates October 2009 - Present
Cornerstone Capital Advisors 1984 - 2009
Education
University of Akron School of Law 1975 — 1979
JD, Law
Keith Gibson, CLU, CFP® Keith Gibson, CLU, CFP®'s Cornerstone Capital Advisors Experience July 2014 - April 2015
Job Director of Planning at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
Cornerstone Capital Advisors July 2014 - April 2015
Northwestern Mutual September 2008 - July 2014
Citi May 2008 - September 2008
Fifth Third Bank November 2004 - May 2008
Education
Ashland University 1999 — 2002
Bachelors of Science, Business Administration and Finance
Ashland High School
Northwestern Mutual May 2015 - Present
Cornerstone Capital Advisors July 2014 - April 2015
Northwestern Mutual September 2008 - July 2014
Citi May 2008 - September 2008
Fifth Third Bank November 2004 - May 2008
Education
Ashland University 1999 — 2002
Bachelors of Science, Business Administration and Finance
Ashland High School
Amanda Lyons's Cornerstone Capital Advisors Experience August 2015 - Present
Job Financial Planning Analyst at Cornerstone Capital Advisors
Industry Financial Services
Experience
Cornerstone Capital Advisors August 2015 - Present
Alliance Financial Services, Inc. January 2015 - July 2015
AXA Advisors October 2012 - January 2015
Huntington Investment Company March 2011 - September 2012
Huntington National Bank October 2009 - February 2011
Ameriprise Financial Services, Inc. October 2008 - March 2009
Skills
Series 7, Series 66, Mutual Funds, Wealth Management, Retirement Planning, Investments, Retirement, Investment Advisory, Asset Allocation, Fixed Annuities, Banking, Insurance
Education
Ohio University 2004 — 2008
BBA, Finance, Business Economics
Newcomerstown High School 2000 — 2004
Cornerstone Capital Advisors August 2015 - Present
Alliance Financial Services, Inc. January 2015 - July 2015
AXA Advisors October 2012 - January 2015
Huntington Investment Company March 2011 - September 2012
Huntington National Bank October 2009 - February 2011
Ameriprise Financial Services, Inc. October 2008 - March 2009
Skills
Series 7, Series 66, Mutual Funds, Wealth Management, Retirement Planning, Investments, Retirement, Investment Advisory, Asset Allocation, Fixed Annuities, Banking, Insurance
Education
Ohio University 2004 — 2008
BBA, Finance, Business Economics
Newcomerstown High School 2000 — 2004
John Ottinger III John Ottinger III's Cornerstone Capital Advisors Experience September 2005 - January 2008
Job Sixth Grade Teacher at Pineapple Cove Classical Academy
Industry Primary/Secondary Education
Experience
Pineapple Cove Classical Academy July 2015 - Present
Self-Employed December 2004 - Present
Heritage Classical Center August 2011 - July 2015
Freedom Project Education October 2014 - June 2015
Sacred Heart Catholic School January 2010 - August 2011
Lothlorian Group, Inc. August 2004 - December 2009
Arks Funding, LLC November 2008 - April 2009
Cornerstone Capital Advisors September 2005 - January 2008
Covenant Christian School August 2002 - July 2005
Skills
Teaching, Educational Technology, Curriculum Design, Marketing, Nonprofits, Non-profits, Management, Publishing, Editing, Books, Literature, Newsletters, Magazines, Training, Research, Copy Editing, Published Author, Book Reviews, Public Speaking, Underwriting, Creative Writing, Copywriting, Proposal Writing, Social Media, Strategic Planning, Proofreading, Advertising, Private Placements, Project Management, Blogging, Writing
Education
University of Central Florida 2011 — 2015
Master of Arts (MA), English Language and Literature, General
Covenant College 1998 — 2002
Bachelor of Arts, Elementary Education: Middle Grades
Trnavská univerzita v Trnave 1999 — 1999
N/A, Language
Master's Academy of Fine Arts 1992 — 1998
High School Diploma
Pineapple Cove Classical Academy July 2015 - Present
Self-Employed December 2004 - Present
Heritage Classical Center August 2011 - July 2015
Freedom Project Education October 2014 - June 2015
Sacred Heart Catholic School January 2010 - August 2011
Lothlorian Group, Inc. August 2004 - December 2009
Arks Funding, LLC November 2008 - April 2009
Cornerstone Capital Advisors September 2005 - January 2008
Covenant Christian School August 2002 - July 2005
Skills
Teaching, Educational Technology, Curriculum Design, Marketing, Nonprofits, Non-profits, Management, Publishing, Editing, Books, Literature, Newsletters, Magazines, Training, Research, Copy Editing, Published Author, Book Reviews, Public Speaking, Underwriting, Creative Writing, Copywriting, Proposal Writing, Social Media, Strategic Planning, Proofreading, Advertising, Private Placements, Project Management, Blogging, Writing
Education
University of Central Florida 2011 — 2015
Master of Arts (MA), English Language and Literature, General
Covenant College 1998 — 2002
Bachelor of Arts, Elementary Education: Middle Grades
Trnavská univerzita v Trnave 1999 — 1999
N/A, Language
Master's Academy of Fine Arts 1992 — 1998
High School Diploma
Umer Usman's Cornerstone Capital Advisors Experience December 2007 - January 2008
Job Head of Marketing at 516marketing.com
Industry Financial Services
Experience
516marketing.com January 2013 - Present
Vineyard Vines February 2013 - Present
Dollar Paradise Inc. February 2011 - February 2012
Tomball Hospitality June 2008 - February 2011
Cornerstone Capital Advisors December 2007 - January 2008
Skills
SEO, Facebook, Marketing, Advertising, Blogging, Strategy, Public Relations, Google Analytics, Sales, Budgets, New Business Development, Google Adwords, Leadership
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Baruch University - Zicklin School of BusinessNew 2004 — 2008
Bachelor, Finance & Investments, Political Science
516marketing.com January 2013 - Present
Vineyard Vines February 2013 - Present
Dollar Paradise Inc. February 2011 - February 2012
Tomball Hospitality June 2008 - February 2011
Cornerstone Capital Advisors December 2007 - January 2008
Skills
SEO, Facebook, Marketing, Advertising, Blogging, Strategy, Public Relations, Google Analytics, Sales, Budgets, New Business Development, Google Adwords, Leadership
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Baruch University - Zicklin School of BusinessNew 2004 — 2008
Bachelor, Finance & Investments, Political Science
Daniel Amiot II's Cornerstone Capital Advisors Experience May 2008 - April 2012
Job Lead Advisor & Retirement Plan Analyst at Cornerstone Capital Advisors
Industry Financial Services
Experience
Cornerstone Capital Advisors May 2008 - April 2012
Eileen M. Burkhart & Co., LLC July 2007 - May 2008
Barrett Benefits Group 2006 - 2007
Case Western Reserve University School of Medicine November 2003 - December 2005
Washington University in St. Louis School of Medicine September 2000 - February 2003
Education
Cleveland State University 2006 — 2007
Bachelor's
Washington University in St. Louis 1997 — 2000
Charles F. Brush High School 1993 — 1997
Honors
Cornerstone Capital Advisors May 2008 - April 2012
Eileen M. Burkhart & Co., LLC July 2007 - May 2008
Barrett Benefits Group 2006 - 2007
Case Western Reserve University School of Medicine November 2003 - December 2005
Washington University in St. Louis School of Medicine September 2000 - February 2003
Education
Cleveland State University 2006 — 2007
Bachelor's
Washington University in St. Louis 1997 — 2000
Charles F. Brush High School 1993 — 1997
Honors
Justin Peroli's Cornerstone Capital Advisors Experience February 2008 - December 2008
Job AirFreight.com ✈ 1800AirFreight
Industry Transportation/Trucking/Railroad
Experience
AirFreight.com ✈ 1-800-Air-Freight December 2011 - Present
NIMAX Consulting, LLC January 2013 - Present
Panther Expedited Services October 2009 - November 2011
National City Bank December 2008 - July 2009
Cornerstone Capital Advisors February 2008 - December 2008
FirstMerit Bank July 2007 - February 2008
Morgan Stanley May 2006 - July 2007
MBNA February 2001 - May 2006
Skills
Strategic Financial..., Financial Analysis, Risk Management, Process Improvement, Forecasting, Finance, Pricing, Series 7, Banking, Business Analysis, Investments, Operations Management, Strategic Planning, Financial Modeling, Essbase, Mutual Funds, Outlook, Air Freight, Logistics, LTL, Supply Chain Management, Leadership, Transportation, Shipping, Freight, Time Management, Negotiation, Management, Contract Negotiation, Analysis, Inventory Management, Budgets, Business Process..., Trucking, Supply Chain, P&L Management, P&L, Customer Service, Transportation..., Logistics Management, 3PL, Team Building, Truckload
Education
The University of Akron 2005 — 2007
MBA, Finance
Carnegie Mellon University 1996 — 2000
Bachelor's degree, Finance
Cloverleaf 1992 — 1996
Honors Diploma, College Prep
AirFreight.com ✈ 1-800-Air-Freight December 2011 - Present
NIMAX Consulting, LLC January 2013 - Present
Panther Expedited Services October 2009 - November 2011
National City Bank December 2008 - July 2009
Cornerstone Capital Advisors February 2008 - December 2008
FirstMerit Bank July 2007 - February 2008
Morgan Stanley May 2006 - July 2007
MBNA February 2001 - May 2006
Skills
Strategic Financial..., Financial Analysis, Risk Management, Process Improvement, Forecasting, Finance, Pricing, Series 7, Banking, Business Analysis, Investments, Operations Management, Strategic Planning, Financial Modeling, Essbase, Mutual Funds, Outlook, Air Freight, Logistics, LTL, Supply Chain Management, Leadership, Transportation, Shipping, Freight, Time Management, Negotiation, Management, Contract Negotiation, Analysis, Inventory Management, Budgets, Business Process..., Trucking, Supply Chain, P&L Management, P&L, Customer Service, Transportation..., Logistics Management, 3PL, Team Building, Truckload
Education
The University of Akron 2005 — 2007
MBA, Finance
Carnegie Mellon University 1996 — 2000
Bachelor's degree, Finance
Cloverleaf 1992 — 1996
Honors Diploma, College Prep