EBS Asset Management
Description
Located in: Austin LandingAddress: 10100 Innovation Drive Suite 410, Miamisburg, OH 45342 Hours: Open ⋅ Closes 5:30PM Wednesday8AM–5:30PMThursday8AM–5:30PMFriday8AM–5:30PMSaturdayClosedSundayClosedMonday8AM–5:30PMTuesday8AM–5:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (937) 291-1223Place name: : Category: : Website: : : : : Website: http://www.ebs-asset.com/ Category: Investment company 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. Questions & answers Ask a questionBe the first to ask a questionPopular times Wednesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 1 PM: Usually not too busy6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed 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 FridaysPeople typically spend 1.5-4.5 hours here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of EBS Asset Management, Inc. Posting publicly on the Web Write a review Reviews Be the first to review
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EBS Asset Management Employees
Employee
Years
Job
Industry
Vittorio Fratta, CFA Vittorio Fratta, CFA's EBS Asset Management Experience January 2014 - Present
Job Senior Vice President at EBS Asset Management / CO Chief Investment Officer of Pacific Vista division
Industry Financial Services
Experience
EBS Asset Management January 2014 - Present
ICC Capital Management June 2008 - November 2013
ICC Capital Management, Inc. July 2005 - May 2008
KCM Asset Management August 2004 - July 2005
Roland George Investment Program August 2004 - May 2005
Skills
Portfolio Management, Equities, Trading, Mutual Funds, Analysis, Fixed Income, Hedge Funds, Financial Modeling, Asset Management, Valuation, Asset Allocation, Alternative Investments, Investments, Bloomberg, Securities
Education
Stetson University 2006 — 2007
MBA, Finance and Business Administration
CFA institute 2005 — 2007
Chartered Financial Analyst, Investments and Securities
Stetson University 2001 — 2005
Bachelor of Business Administration (BBA), Double Major; Finance and International Business; Minor in Information Systems
Stella Maris - Christian Brothers 1994 — 1999
High School Degree, Economy - Pre Law
EBS Asset Management January 2014 - Present
ICC Capital Management June 2008 - November 2013
ICC Capital Management, Inc. July 2005 - May 2008
KCM Asset Management August 2004 - July 2005
Roland George Investment Program August 2004 - May 2005
Skills
Portfolio Management, Equities, Trading, Mutual Funds, Analysis, Fixed Income, Hedge Funds, Financial Modeling, Asset Management, Valuation, Asset Allocation, Alternative Investments, Investments, Bloomberg, Securities
Education
Stetson University 2006 — 2007
MBA, Finance and Business Administration
CFA institute 2005 — 2007
Chartered Financial Analyst, Investments and Securities
Stetson University 2001 — 2005
Bachelor of Business Administration (BBA), Double Major; Finance and International Business; Minor in Information Systems
Stella Maris - Christian Brothers 1994 — 1999
High School Degree, Economy - Pre Law
Andrew McDonald Andrew McDonald's EBS Asset Management Experience 2007 - 2008
Job Equity Research Associate at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company September 2013 - Present
Houlihan Lokey November 2010 - August 2013
Blackman Kallick October 2009 - October 2010
Clark, Schaefer, Hackett & Co. May 2008 - August 2008
EBS Asset Management 2007 - 2008
Skills
Financial Analysis, Financial Modeling, Investment Banking, Business Valuation, Bloomberg, Due Diligence, PowerPoint, Equity Research, Equity Valuation
Education
University of Dayton 2005 — 2009
B.S., Finance and Accounting
Level III Candidate in the CFA Program
William Blair & Company September 2013 - Present
Houlihan Lokey November 2010 - August 2013
Blackman Kallick October 2009 - October 2010
Clark, Schaefer, Hackett & Co. May 2008 - August 2008
EBS Asset Management 2007 - 2008
Skills
Financial Analysis, Financial Modeling, Investment Banking, Business Valuation, Bloomberg, Due Diligence, PowerPoint, Equity Research, Equity Valuation
Education
University of Dayton 2005 — 2009
B.S., Finance and Accounting
Level III Candidate in the CFA Program
Sue Reigelsperger Sue Reigelsperger's EBS Asset Management Experience February 2006 - July 2009
Job Credit/Loan Review Analyst at First National Bank of Germantown
Industry Banking
Experience
First National Bank of Germantown April 2012 - Present
First National Bank of Germantown December 2011 - March 2012
Atos International September 2011 - November 2011
Cassidy Turley May 2011 - September 2011
McGohan Brabender November 2009 - March 2011
EBS Asset Management February 2006 - July 2009
DRS Technologies December 2003 - October 2005
Athletes in Action November 1999 - December 2003
R & L Carriers August 1996 - November 1999
Mead Corporation 1986 - 1994
Skills
Customer Service, Microsoft Office, Sales, Administrative..., Employee Benefits, Human Resources, Accounting, Time Management
Education
Urbana University 2014 — 2016
Bachelor’s Degree, Business Management, 3.87 GPA
Clark State Community College 2011 — 2014
A.A.B., Human Resource Management, 3.82
Sinclair Community College 1985 — 1989
A.A.S., Office Information Systems
Beavercreek High School 1981 — 1984
First National Bank of Germantown April 2012 - Present
First National Bank of Germantown December 2011 - March 2012
Atos International September 2011 - November 2011
Cassidy Turley May 2011 - September 2011
McGohan Brabender November 2009 - March 2011
EBS Asset Management February 2006 - July 2009
DRS Technologies December 2003 - October 2005
Athletes in Action November 1999 - December 2003
R & L Carriers August 1996 - November 1999
Mead Corporation 1986 - 1994
Skills
Customer Service, Microsoft Office, Sales, Administrative..., Employee Benefits, Human Resources, Accounting, Time Management
Education
Urbana University 2014 — 2016
Bachelor’s Degree, Business Management, 3.87 GPA
Clark State Community College 2011 — 2014
A.A.B., Human Resource Management, 3.82
Sinclair Community College 1985 — 1989
A.A.S., Office Information Systems
Beavercreek High School 1981 — 1984
LeVon Terry LeVon Terry's EBS Asset Management Experience 2000 - May 2009
Job Vice President at Personal Capital
Industry Financial Services
Experience
Personal Capital June 2014 - Present
Denver Center for International Studies Foundation August 2011 - Present
Bank of America Merrill Lynch April 2010 - April 2014
Reynolds Advisory Partners October 2009 - April 2010
Gravity Investments May 2009 - December 2009
EBS Asset Management 2000 - May 2009
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Wealth Management..., Equities, Investments, Wealth Management, Investment Strategies, High Net Worth..., Mutual Funds, Asset Management, Series 7, Securities, Credit, Series 63, Fixed Income, Hedge Funds, Loans, Investment Advisory, Retirement Planning, Investment Management, Financial Services, Financial Advisory, Private Equity, Business Development, Due Diligence, Financial Analysis, Non-profit Leadership, Non-profit Fund...
Education
University of Dayton 2000 — 2003
Bachelor of Science (B.S.), Economics
Wright State University 1998 — 1999
Clemson University 1997 — 1998
Personal Capital June 2014 - Present
Denver Center for International Studies Foundation August 2011 - Present
Bank of America Merrill Lynch April 2010 - April 2014
Reynolds Advisory Partners October 2009 - April 2010
Gravity Investments May 2009 - December 2009
EBS Asset Management 2000 - May 2009
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Wealth Management..., Equities, Investments, Wealth Management, Investment Strategies, High Net Worth..., Mutual Funds, Asset Management, Series 7, Securities, Credit, Series 63, Fixed Income, Hedge Funds, Loans, Investment Advisory, Retirement Planning, Investment Management, Financial Services, Financial Advisory, Private Equity, Business Development, Due Diligence, Financial Analysis, Non-profit Leadership, Non-profit Fund...
Education
University of Dayton 2000 — 2003
Bachelor of Science (B.S.), Economics
Wright State University 1998 — 1999
Clemson University 1997 — 1998
Adam Shehata Adam Shehata's EBS Asset Management Experience June 2005 - May 2008
Job Business Specialist at Apple
Industry Information Technology and Services
Experience
Apple November 2014 - Present
Grant Paper Co. August 2014 - November 2014
Forest Fibers Inc. April 2012 - June 2014
NewPage Corporation February 2011 - March 2012
NewPage Corporation June 2010 - February 2011
OrgreenIt LLC June 2009 - June 2010
Apartment Realty Advisors June 2008 - June 2009
EBS Asset Management June 2005 - May 2008
EBS Asset Management June 2003 - June 2005
Skills
Account Management, Training, Software Implementation, Adoption, Financial Analysis, Strategic Planning, Project Management, Market Research, Sales, Forecasting, Negotiation, Six Sigma, Leadership, Pricing, Program Management, Marketing, Operations Management, Business Development, Data Analysis, Management, Customer Service, Finance, New Business Development, Investments
Education
University of Dayton 2008 — 2011
M.B.A., Finance
Ohio University 2001 — 2005
B.A., Economics
Apple November 2014 - Present
Grant Paper Co. August 2014 - November 2014
Forest Fibers Inc. April 2012 - June 2014
NewPage Corporation February 2011 - March 2012
NewPage Corporation June 2010 - February 2011
OrgreenIt LLC June 2009 - June 2010
Apartment Realty Advisors June 2008 - June 2009
EBS Asset Management June 2005 - May 2008
EBS Asset Management June 2003 - June 2005
Skills
Account Management, Training, Software Implementation, Adoption, Financial Analysis, Strategic Planning, Project Management, Market Research, Sales, Forecasting, Negotiation, Six Sigma, Leadership, Pricing, Program Management, Marketing, Operations Management, Business Development, Data Analysis, Management, Customer Service, Finance, New Business Development, Investments
Education
University of Dayton 2008 — 2011
M.B.A., Finance
Ohio University 2001 — 2005
B.A., Economics
Jacob Recker Jacob Recker's EBS Asset Management Experience May 2012 - August 2012
Job Investment Management Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
Davis Center for Portfolio Management January 2011 - March 2014
J.P. Morgan May 2013 - August 2013
EBS Asset Management May 2012 - August 2012
C.H. Dean, Inc. June 2011 - August 2011
Skills
Financial Modeling, Microsoft Excel, Bloomberg, Financial Analysis, Portfolio Management, Investment Management, Leadership, Microsoft Office, Investments, Equities, Friendly Personality
Education
University of Dayton 2010 — 2014
University of Dayton, Finance and Accounting, Senior
J.P. Morgan June 2014 - Present
Davis Center for Portfolio Management January 2011 - March 2014
J.P. Morgan May 2013 - August 2013
EBS Asset Management May 2012 - August 2012
C.H. Dean, Inc. June 2011 - August 2011
Skills
Financial Modeling, Microsoft Excel, Bloomberg, Financial Analysis, Portfolio Management, Investment Management, Leadership, Microsoft Office, Investments, Equities, Friendly Personality
Education
University of Dayton 2010 — 2014
University of Dayton, Finance and Accounting, Senior
Sara V. Mahoney Sara V. Mahoney's EBS Asset Management Experience November 2012 - Present
Job Client Service Administrator at EBS Asset Management
Industry Financial Services
Experience
EBS Asset Management November 2012 - Present
ClientFirst Financial Strategies, Inc January 2011 - November 2012
Kiplinger Wealth Advisors August 2007 - August 2008
Sanford C. Bernstein June 1997 - January 2005
Skills
Equities, Portfolio Management, Investments, Bloomberg, Financial Analysis, Mutual Funds, Asset Allocation, Investment Strategies, Asset Management, Alternative Investments, Fixed Income, Equity Research, Asset Managment, Finance
Education
University of Dayton 1993 — 1997
Bachelor's degree
EBS Asset Management November 2012 - Present
ClientFirst Financial Strategies, Inc January 2011 - November 2012
Kiplinger Wealth Advisors August 2007 - August 2008
Sanford C. Bernstein June 1997 - January 2005
Skills
Equities, Portfolio Management, Investments, Bloomberg, Financial Analysis, Mutual Funds, Asset Allocation, Investment Strategies, Asset Management, Alternative Investments, Fixed Income, Equity Research, Asset Managment, Finance
Education
University of Dayton 1993 — 1997
Bachelor's degree
Kurt Rinke Kurt Rinke's EBS Asset Management Experience 2006 - 2013
Job CEO at CAMO LLC
Industry Research
Experience
CAMO LLC December 2011 - Present
The Hawthorn Grill 2010 - Present
EBS Asset Management 2006 - 2013
Clear Creek Applied Technologies, Inc. January 2007 - December 2011
USAF / USAFR Retired Officer May 1989 - May 2011
Teledyne Brown Engineering August 2004 - January 2007
Skills
Test Management, Requirements Analysis, Program Management, DoD, Air Force, Security Clearance, Military, Aviation, Earned Value Management, Aerospace, Operations Research, Strategic Planning, Government Contracting, Military Operations, Engineering Management, Project Management, Government, Defense, Leadership, National Security, Management, Proposal Writing, Flight Test, Operational Planning, Electronic Warfare, Information Assurance, Intelligence, C4ISR, Military Experience, Organizational..., Requirements Management, Weapons
Education
New Mexico State University 1993 — 1995
MS-IE, Industrial Engineering
University of West Florida 1990 — 1993
MBA, Finance & Mgt
United States Air Force Academy 1985 — 1989
BS, Operations Research
CAMO LLC December 2011 - Present
The Hawthorn Grill 2010 - Present
EBS Asset Management 2006 - 2013
Clear Creek Applied Technologies, Inc. January 2007 - December 2011
USAF / USAFR Retired Officer May 1989 - May 2011
Teledyne Brown Engineering August 2004 - January 2007
Skills
Test Management, Requirements Analysis, Program Management, DoD, Air Force, Security Clearance, Military, Aviation, Earned Value Management, Aerospace, Operations Research, Strategic Planning, Government Contracting, Military Operations, Engineering Management, Project Management, Government, Defense, Leadership, National Security, Management, Proposal Writing, Flight Test, Operational Planning, Electronic Warfare, Information Assurance, Intelligence, C4ISR, Military Experience, Organizational..., Requirements Management, Weapons
Education
New Mexico State University 1993 — 1995
MS-IE, Industrial Engineering
University of West Florida 1990 — 1993
MBA, Finance & Mgt
United States Air Force Academy 1985 — 1989
BS, Operations Research
Chris Young Chris Young's EBS Asset Management Experience July 2014 - Present
Job Vice President Sales and Marketing Operations at Noranda Aluminum
Industry Mining & Metals
Experience
EBS Asset Management July 2014 - Present
Noranda Aluminum April 2014 - Present
Skills
Supply Chain Management, Materials Management, Sales Operations, ERP, Order to Cash, Business Alignment, Process Improvement, Operations Management, Cross-functional Team..., Supply Chain, Project Implementation, Business Process..., Change Management, P&L Management, Business Strategy, Continuous Improvement, Team Leadership, SAP, Logistics, Forecasting, Leadership, Strategic Planning, Team Building, Mergers & Acquisitions, Project Management, Project Planning, Six Sigma, Process Engineering, Inventory Management, Manufacturing, Business Development, Strategic Partnerships, Lean Manufacturing, Marketing, B2B, Contract Negotiation, Operational Excellence, Strategy, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA
Duke University 1981 — 1984
AB
The Gunnery School
High School
EBS Asset Management July 2014 - Present
Noranda Aluminum April 2014 - Present
Skills
Supply Chain Management, Materials Management, Sales Operations, ERP, Order to Cash, Business Alignment, Process Improvement, Operations Management, Cross-functional Team..., Supply Chain, Project Implementation, Business Process..., Change Management, P&L Management, Business Strategy, Continuous Improvement, Team Leadership, SAP, Logistics, Forecasting, Leadership, Strategic Planning, Team Building, Mergers & Acquisitions, Project Management, Project Planning, Six Sigma, Process Engineering, Inventory Management, Manufacturing, Business Development, Strategic Partnerships, Lean Manufacturing, Marketing, B2B, Contract Negotiation, Operational Excellence, Strategy, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA
Duke University 1981 — 1984
AB
The Gunnery School
High School
Dawn Warrick's EBS Asset Management Experience July 2001 - Present
Job Research at EBS Asset Management
Industry Financial Services
Experience
EBS Asset Management July 2001 - Present
AAC - Advanced Acoustical Concepts February 2000 - July 2001
Automated Workplace Safety April 1997 - January 2000
Education
Antioch University Midwest 2005 — 2008
BA, Business Management
Miamisburg High School 1988 — 1991
Diploma
EBS Asset Management July 2001 - Present
AAC - Advanced Acoustical Concepts February 2000 - July 2001
Automated Workplace Safety April 1997 - January 2000
Education
Antioch University Midwest 2005 — 2008
BA, Business Management
Miamisburg High School 1988 — 1991
Diploma
Kirby Leeper's EBS Asset Management Experience 2000 - 2007
Job Founding Partner and CEO at Via Binary Systems, LLC
Industry Computer Software
Experience
Via Binary Systems September 2007 - Present
Eubel Brady & Suttman Asset Management January 2001 - September 2007
EBS Asset Management 2000 - 2007
Perot Systems 1997 - 1998
Teradata 1988 - 1989
Teradata 1984 - 1988
Skills
Databases, Telephony, Microsoft SQL Server, Networking, Data Warehousing, Software, Integration, ETL, Database Design, SSRS, SQL, Data Modeling, Enterprise Architecture, SSIS, T-SQL, Disaster Recovery, Enterprise Software
Education
University of Alabama 1977 — 1979
BS, Computer Science
LSU 1970 — 1973
Electrical and Electronics Engineering
Via Binary Systems September 2007 - Present
Eubel Brady & Suttman Asset Management January 2001 - September 2007
EBS Asset Management 2000 - 2007
Perot Systems 1997 - 1998
Teradata 1988 - 1989
Teradata 1984 - 1988
Skills
Databases, Telephony, Microsoft SQL Server, Networking, Data Warehousing, Software, Integration, ETL, Database Design, SSRS, SQL, Data Modeling, Enterprise Architecture, SSIS, T-SQL, Disaster Recovery, Enterprise Software
Education
University of Alabama 1977 — 1979
BS, Computer Science
LSU 1970 — 1973
Electrical and Electronics Engineering
Corrine Ballmann's EBS Asset Management Experience May 2007 - May 2008
Job Operations at Pentwater Capital
Industry Financial Services
Experience
Pentwater Capital Management October 2013 - Present
Oppenheimer & Co. September 2012 - September 2013
Wintrust Wealth Management July 2009 - September 2012
Citigroup May 2008 - May 2009
EBS Asset Management May 2007 - May 2008
Skills
Equities, Financial Modeling, Mutual Funds, Sales, Investments, Portfolio Management, Financial Accounting, Series 7, Asset Allocation, Analysis, Wealth Management, Finance
Education
University of Dayton 2004 — 2008
Finance
Pentwater Capital Management October 2013 - Present
Oppenheimer & Co. September 2012 - September 2013
Wintrust Wealth Management July 2009 - September 2012
Citigroup May 2008 - May 2009
EBS Asset Management May 2007 - May 2008
Skills
Equities, Financial Modeling, Mutual Funds, Sales, Investments, Portfolio Management, Financial Accounting, Series 7, Asset Allocation, Analysis, Wealth Management, Finance
Education
University of Dayton 2004 — 2008
Finance
Mike Richley's EBS Asset Management Experience December 2005 - Present
Job Senior Application Developer
Industry Financial Services
Experience
EBS Asset Management December 2005 - Present
The Reynolds and Reynolds Company November 2004 - November 2005
Digital Controls August 2000 - November 2004
Skills
VB.NET, ASP.NET, Microsoft SQL Server, Audio Production and..., Voice Over
Education
Indiana University Bloomington 1996 — 2000
Telecommunications, Electronic Media
EBS Asset Management December 2005 - Present
The Reynolds and Reynolds Company November 2004 - November 2005
Digital Controls August 2000 - November 2004
Skills
VB.NET, ASP.NET, Microsoft SQL Server, Audio Production and..., Voice Over
Education
Indiana University Bloomington 1996 — 2000
Telecommunications, Electronic Media
Bernie Holtgreive's EBS Asset Management Experience 1993 - 2008
Job Principal at Open Portfolio Solutions
Industry Financial Services
Experience
Open Portfolio Solutions January 2011 - Present
Via Binary Systems January 2008 - December 2010
EBS Asset Management 1993 - 2008
EBS August 1993 - December 2007
Skills
Portfolio Management, Asset Management
Education
University of Dayton 1983 — 1987
Open Portfolio Solutions January 2011 - Present
Via Binary Systems January 2008 - December 2010
EBS Asset Management 1993 - 2008
EBS August 1993 - December 2007
Skills
Portfolio Management, Asset Management
Education
University of Dayton 1983 — 1987
Deborah Janning's EBS Asset Management Experience December 2005 - November 2007
Job Administrative & Records Assistant at The Miami Conservancy District
Industry Executive Office
Experience
The Miami Conservancy District March 2009 - Present
The Connor Group March 2008 - October 2008
EBS Asset Management December 2005 - November 2007
TestAmerica January 1989 - December 2005
Education
Sinclair Community College 1994 — 1998
AAS, Occupational Therapy Assistant
The Miami Conservancy District March 2009 - Present
The Connor Group March 2008 - October 2008
EBS Asset Management December 2005 - November 2007
TestAmerica January 1989 - December 2005
Education
Sinclair Community College 1994 — 1998
AAS, Occupational Therapy Assistant
Amy Lowry's EBS Asset Management Experience 2004 - 2007
Job Executive Assistant with 15+ years experience
Industry Hospital & Health Care
Experience
CareSource August 2015 - Present
Premier Physicians Services December 2012 - June 2015
Harris Products Group June 2008 - December 2012
EBS Asset Management 2004 - 2007
JPMorgan Chase 1998 - 2004
Skills
Executive Support, Executive Calendar..., Travel Management, Project Management, Relationship Management, Microsoft Office, Event Planning, Customer Service, SAP, Microsoft Word, PowerPoint, Microsoft Excel, Budgets, Expense Reports, Calendaring, Concur, Leadership
Education
The Ohio State University
Bachelor's Degree
CareSource August 2015 - Present
Premier Physicians Services December 2012 - June 2015
Harris Products Group June 2008 - December 2012
EBS Asset Management 2004 - 2007
JPMorgan Chase 1998 - 2004
Skills
Executive Support, Executive Calendar..., Travel Management, Project Management, Relationship Management, Microsoft Office, Event Planning, Customer Service, SAP, Microsoft Word, PowerPoint, Microsoft Excel, Budgets, Expense Reports, Calendaring, Concur, Leadership
Education
The Ohio State University
Bachelor's Degree
Tim Miller, CFP®, CIMA®'s EBS Asset Management Experience July 2008 - August 2010
Job Investment Management Consultant at BlackRock
Industry Investment Management
Experience
BlackRock October 2013 - Present
BlackRock June 2013 - October 2013
BlackRock February 2011 - June 2013
BlackRock August 2010 - February 2011
EBS Asset Management July 2008 - August 2010
EBS Asset Management May 2005 - May 2008
BlackRock June 2007 - August 2007
Skills
Series 65, Series 63, Series 7, Separately Managed..., Mutual Funds, Closed-end Funds, Investments, Behavioral Finance, Value Investing, Direct Sales, Presentations, Personal Financial..., Public Speaking
Education
University of Dayton 2004 — 2008
Bachelor's, Entrepreneurship & Finance
Boston University 2011 — 2012
Financial Planning Program
BlackRock October 2013 - Present
BlackRock June 2013 - October 2013
BlackRock February 2011 - June 2013
BlackRock August 2010 - February 2011
EBS Asset Management July 2008 - August 2010
EBS Asset Management May 2005 - May 2008
BlackRock June 2007 - August 2007
Skills
Series 65, Series 63, Series 7, Separately Managed..., Mutual Funds, Closed-end Funds, Investments, Behavioral Finance, Value Investing, Direct Sales, Presentations, Personal Financial..., Public Speaking
Education
University of Dayton 2004 — 2008
Bachelor's, Entrepreneurship & Finance
Boston University 2011 — 2012
Financial Planning Program
Ron Eubel's EBS Asset Management Experience August 1993 - Present
Job Chief Investment Officer at EBS Asset Management
Industry Investment Management
Experience
EBS Asset Management August 1993 - Present
Eubel Brady & Suttman Asset Management 1993 - Present
Skills
Asset Management, Portfolio Management, Asset Allocation, Equities, Alternative Investments, Risk Management, Investment Strategies, Investment Advisory, Private Equity, Fixed Income, Valuation, Due Diligence, Financial Modeling, Securities, Bonds, Portfolios, Equity Research
Education
Miami University 1978 — 1982
B.S., Finance and Accounting
EBS Asset Management August 1993 - Present
Eubel Brady & Suttman Asset Management 1993 - Present
Skills
Asset Management, Portfolio Management, Asset Allocation, Equities, Alternative Investments, Risk Management, Investment Strategies, Investment Advisory, Private Equity, Fixed Income, Valuation, Due Diligence, Financial Modeling, Securities, Bonds, Portfolios, Equity Research
Education
Miami University 1978 — 1982
B.S., Finance and Accounting
Amy C. Daniels's EBS Asset Management Experience April 2005 - November 2007
Job Administrative Assistant to the Dean of Business and Public Services at Sinclair College
Industry Higher Education
Experience
Sinclair College October 2013 - Present
MCR Federal October 2012 - January 2013
CSC December 2009 - October 2011
CSC May 2008 - November 2009
EBS Asset Management April 2005 - November 2007
USAA June 2002 - August 2004
USAA June 2000 - May 2002
Skills
Microsoft Office, Project Management, Business Process..., Program Management, Customer Service, Change Management, Integration, Management, Project Planning, PowerPoint, Outlook, Training
Education
Indiana Wesleyan University
Business Administration and Management, General
Lewis Cass
Lewis Cass
Sinclair College October 2013 - Present
MCR Federal October 2012 - January 2013
CSC December 2009 - October 2011
CSC May 2008 - November 2009
EBS Asset Management April 2005 - November 2007
USAA June 2002 - August 2004
USAA June 2000 - May 2002
Skills
Microsoft Office, Project Management, Business Process..., Program Management, Customer Service, Change Management, Integration, Management, Project Planning, PowerPoint, Outlook, Training
Education
Indiana Wesleyan University
Business Administration and Management, General
Lewis Cass
Lewis Cass