Donaldson Capital Management

Description

Address: 20 NW 1st St #500, Evansville, IN 47708 Hours: Closed ⋅ Opens 8AM Mon Friday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (812) 421-3211Place name: : : : Category: : Website: : : Website: http://www.dcmol.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a question See all questions (1) Popular times Fridays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 11 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Donaldson Capital Management Posting publicly on the Web Write a review Reviews Be the first to review

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Donaldson Capital Management Employees

Employee
Years
Job
Industry
Krista McDonald Krista McDonald Evansville, Indiana Details
Krista McDonald's Donaldson Capital Management Experience April 2014 - Present
Job Client Services Manager at Donaldson Capital Management
Industry Marketing and Advertising
Experience
Donaldson Capital Management   April 2014 - Present
Tucker Publishing Group  June 2013 - April 2014
Sandhills Publishing  February 2012 - May 2013
Jacht Club   May 2011 - May 2012
Red Bull  May 2011 - December 2011
National Student Advertising Competition  December 2010 - June 2011
Archrival  August 2010 - May 2011

Skills
sales ability, client presentation..., brand developement, strategic communication, Advertising, Social Media Marketing, Marketing Communications, Marketing Strategy, Public Relations, Market Research, Digital Marketing, Business Strategy, Strategy, Marketing, Brand Management, Sales, Brand Development, CRM

Education
University of Nebraska-Lincoln   2008 — 2012
Bachelor of Journalism, Advertising and Public Relations

Lydia Taylor Lydia Taylor Evansville, Indiana Area Details
Lydia Taylor's Donaldson Capital Management Experience August 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Donaldson Capital Management   August 2013 - Present

Skills
Microsoft Excel, Financial Analysis

Education
Eastern Kentucky University   2009 — 2013
Bachelor of Business Administration (BBA), General Business

Castle High School

John Stumpf II John Stumpf II Indianapolis, Indiana Details
John Stumpf II's Donaldson Capital Management Experience September 2004 - April 2010
Job JM Business Consulting, Executive Assistant
Industry Investment Management
Experience
Mavris   July 2012 - Present
Donaldson Capital Management   September 2004 - April 2010
Poachers Pub   December 2001 - September 2004
Jasper Rubber Products   October 1999 - October 2001

Skills
Project Management, Inventory Management, Event Management, Administrative..., Customer Service, Coordination, Microsoft Office, Adobe Creative Suite, Axys, Bloomberg Terminal, Billing Systems, Data Entry, Data Center, Litigation, Financial Reporting, SQL, Microsoft Word, PowerPoint

Education
Ivy Tech Community College-Southeast   2005 — 2007
Associate's degree, Design and Visual Communications, General

Vincennes University

Thomas Piper Thomas Piper Toledo, Ohio Area Details
Thomas Piper's Donaldson Capital Management Experience September 2000 - October 2012
Job Experienced Client Service and IT Professional
Industry Information Technology and Services
Experience
Donaldson Capital Management   September 2000 - October 2012
Old National Bank  January 1991 - September 2000
Digital Equipment Corporation  April 1981 - November 1990

Skills
MS Excel, MS Access, Windows Server, Advent Axys, Junxure CRM, AS400 Query

Education
University of Evansville   1992 — 1994
Banking Principles, Banking Law, Commercial Lending

ITT Technical Institute-Evansville, IN   1972 — 1974
Associate's Degree, Electronics Engineering Technology

Randy Alsman Randy Alsman Evansville, Indiana Area Details
Randy Alsman's Donaldson Capital Management Experience August 2007 - Present
Job VP & Portfolio Manager at Donaldson Capital Management
Industry Investment Management
Experience
Donaldson Capital Management   August 2007 - Present
Bristol-Myers Squibb  January 2005 - August 2007
Bristol-Myers Squibb  May 2004 - January 2005
Mead Johnson Nutritionals div of Bristol-Myers Squibb   November 2000 - May 2004
Mead Johnson Nutrition  2000 - 2004
Mead Johnson Nutritionals div of Bristol-Myers Squibb   March 1998 - November 2000
Mead Johnson Nutritionals div of Bristol-Myers Squibb   March 1995 - March 1998
Mead Johnson Nutritional div of Bristol-Myers Squibb   November 1993 - March 1995
Mead Johnson Nutritionals div of Bristol-Myers Squibb   November 1991 - November 1993
Mead Johnson Nutritionals div of Bristol-Myers Squibb   March 1989 - November 1991

Skills
Marketing Research, Market Analysis, Cross-functional Team..., Marketing, Budgets, Sales Management, Management, Global Marketing, Business Development, Strategy, Product Marketing, Pharmaceutical Industry, Sales, Marketing Strategy, Product Development, Leadership, Financial Analysis, Market Planning

Education
Ball State University   1969 — 1973
B.S., Accounting

Rick Roop Rick Roop Evansville, Indiana Area Details
Rick Roop's Donaldson Capital Management Experience September 2001 - Present
Job VP Portfolio Mgt at Donaldson Capital Management
Industry Investment Management
Experience
Donaldson Capital Management   September 2001 - Present

Skills
Portfolio Management, Valuation, Microsoft Office, Microsoft Excel, Bloomberg, Financial Analysis, Corporate Finance, Project Management, Customer Service, Risk Management, Investment Advisory, Financial Modeling, Trading, Retirement Planning, Securities, Mergers & Acquisitions, Finance, Investments, Financial Reporting

Education
Indiana State University - Scott College of Business   1990 — 1994
MBA, Finance

Murray State University   1976 — 1980
BSEET, Computer Electronics

Brandon Roop, CFP® Brandon Roop, CFP® Evansville, Indiana Area Details
Brandon Roop, CFP®'s Donaldson Capital Management Experience July 2013 - Present
Job Portfolio Manager & Director Institutional Services at Donaldson Capital Management
Industry Investment Management
Experience
Donaldson Capital Management   July 2013 - Present
Donaldson Capital Management   October 2010 - June 2013
ACES Power Marketing  May 2010 - October 2010
ACES Power Marketing  May 2008 - May 2010
ACES Power Marketing  January 2007 - May 2008
ACES Power Marketing  May 2006 - January 2007
Donaldson Capital Management   May 2005 - August 2005
Kanakuk Kamps  2004 - 2004

Skills
Personal Financial..., Securities, Valuation, Technical Analysis, Customer Service

Education
The College for Financial Planning   2012 — 2012
CFP, Financial Planning

Indiana University - Kelley School of Business   2008 — 2011
MBA, Finance

Wabash College   2002 — 2006
Bachelor of Arts, Economics

Arcadia University   2005 — 2005
Spanish

Castle High School   1998 — 2002

Greg Donaldson Greg Donaldson Evansville, Indiana Area Details
Greg Donaldson's Donaldson Capital Management Experience 1994 - Present
Job Chairman at Donaldson Capital Management
Industry Investment Management
Experience
Donaldson Capital Management   1994 - Present
Donaldson Capital Management   1994 - Present

Skills
Public Speaking, Business Strategy, Using statistics to..., Writing, Macro Economic..., Valuation, Economics, Trading, Bloomberg, Asset Allocation, Portfolio Management, Financial Analysis, Investments, Equities, Fixed Income, Investment Management, Financial Modeling, Due Diligence, Asset Management

Education
Purdue University - Krannert School of Management   1965 — 1970
BS, Economics

Petersburg High School   1961 — 1965

Kyle Markle, CFP® Kyle Markle, CFP® Evansville, Indiana Area Details
Kyle Markle, CFP®'s Donaldson Capital Management Experience December 2008 - Present
Job Portfolio Manager at Donaldson Capital Management
Industry Investment Management
Experience
Donaldson Capital Management   December 2008 - Present
Gilda's Club Evansville   January 2010 - Present
Hensley Custom Building Group   2005 - 2008

Skills
Alternative Investment..., Financial Planning, Retirement Income..., Education Planning, Investment Management, Retirement Planning, Investment Strategies, Financial Risk, Strategic Financial..., Portfolio Management, Investments

Education
University of Cincinnati College of Business   2001 — 2005
BBA, Finance, Management

College for Financial Planning   2012 — 2012
CFP Certification Professional Education Program, Financial Planning and Services

Audencia Nantes Ecole de Management   2004 — 2004
International Management Summer Program, International Business

J.K. Keach J.K. Keach Columbus, Indiana Details
J.K. Keach's Donaldson Capital Management Experience September 2012 - Present
Job Portfolio Manager at Donaldson Capital Management
Industry Financial Services
Experience
Donaldson Capital Management   September 2012 - Present
Indiana Bank and Trust Co.   January 2010 - October 2012
Citadel Solutions LLC   April 2007 - June 2011
LaSalle Bank  2005 - 2007

Education
Butler University   2001 — 2005
Finance

Everett Thomas, CFP® Everett Thomas, CFP® Chicago, Illinois Details
Everett Thomas, CFP®'s Donaldson Capital Management Experience June 2008 - August 2008
Job Financial Advisor for Fidelity Investments High Net Worth Group
Industry Investment Management
Experience
Fidelity Investments  January 2015 - Present
Fidelity Investments  February 2014 - December 2014
Fidelity Investments  March 2013 - February 2014
Fidelity Investments  March 2012 - March 2013
Fidelity Investments  November 2010 - March 2012
Enterprise Rent-A-Car  June 2010 - October 2010
Old National Bancorp  June 2009 - August 2009
Donaldson Capital Management   June 2008 - August 2008

Skills
Trading, Customer Service, Microsoft Office, Microsoft Excel, Sales, Marketing, PowerPoint, Financial Analysis, Microsoft Word, Investments, Account Management, Mutual Funds, Project Management, Financial Modeling, Team Building, Insurance, Series 7, Strategic Financial..., Financial Services, Relationship Management, Retirement, Series 63, Wealth Management, Securities, Financial Markets, Retirement Planning

Education
Heidelberg University   2006 — 2010
Bachelor of Science, Business Administration, Finance, Economics

Merrimack College   2011 — 2013
Certification, Certified Financial Planning

Joe Zabratanski Joe Zabratanski Greater Chicago Area Details
Joe Zabratanski's Donaldson Capital Management Experience November 2011 - Present
Job Sr. Portfolio Manager and VP of Fixed Income at Donaldson Capital Management
Industry Investment Management
Experience
Donaldson Capital Management   November 2011 - Present
BMO Capital Markets  September 2002 - December 2011
Amsted Industries  February 2000 - September 2002
Amsted Industries  March 1997 - February 2000
Amsted Industries  1992 - March 1997

Skills
Equities, Investment Advisory, Investment Management, Portfolio Management, Fixed Income, Bonds, Series 7, Investment Strategies, Financial Analysis, Asset Management, Bloomberg, Trading, Securities, Valuation, Capital Markets, Series 63, Cash Management, Hedge Funds, Alternative Investments, Wealth Management, Derivatives, Asset Allocation, ETFs, Financial Reporting, Investments, Mutual Funds, Financial Markets, Options

Education
DePaul University
BS, Accounting

DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance and E-Commerce

Karen Caruso, RP® Karen Caruso, RP® Evansville, Indiana Area Details
Karen Caruso, RP®'s Donaldson Capital Management Experience July 2012 - Present
Job Client Services Manager at Donaldson Capital Management
Industry Retail
Experience
Donaldson Capital Management   July 2012 - Present
Direct Energy (formally Vectren Source/Retail)   2006 - 2012
MRV Communications  April 1995 - August 2005

Skills
Administrative..., Office Management, Office Administration, Outlook, Event Planning, Data Entry, Microsoft Office, Spreadsheets, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Time Management, Research, Calendaring, Event Management, Executive Support

Education
College for Financial Planning   2013 — 2014
Registered Paraplanner, Financial Planning and Services

St. Joseph College, Hartord, CT   1984 — 1988
BA, American Studies

Elmira College   1978 — 1983
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities

Kevin Gentry Kevin Gentry Evansville, Indiana Area Details
Kevin Gentry's Donaldson Capital Management Experience November 2007 - January 2010
Job Professor in Computing & Informatics
Industry Higher Education
Experience
Ivy Tech Community College  January 2010 - December 2014
Donaldson Capital Management   November 2007 - January 2010
Ivy Tech Community College  November 2006 - December 2007
SAT Prep & Higher Mathematics Tutor   August 2004 - October 2006
Accuride Corporation  January 2001 - December 2003
Commonwealth Aluminum  March 1998 - December 2000
Commonweath Aluminim   January 1995 - December 1999
Commonwealth Aluminum  April 1997 - March 1998
Commonwealth Aluminium Corp   January 1993 - April 1997

Skills
Data Analysis, Statistics, Program Management, Access, Leadership, Public Speaking, Higher Education, Engineering, Project Management, Research, Teaching, Coaching, Microsoft Excel, Operations Management, Leadership Development, Team Building, Process Improvement, Time Management, Strategic Planning, Training, Curriculum Design, Organizational..., Student Development, Lecturing

Education
Purdue University   1990 — 1992
Bachelor's degree, Industrial Engineering

Purdue University   1985 — 1990
Bachelor's degree, Mathematics