Fifth Third Private Bank

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Fifth Third Private Bank Employees

Employee
Years
Job
Industry
Danielle Spence, CTFA Danielle Spence, CTFA Greater Nashville Area Details
Danielle Spence, CTFA's Fifth Third Private Bank Experience August 2010 - October 2014
Job Vice President, Private Banker at ServisFirst Bank
Industry Banking
Experience
ServisFirst Bank  December 2014 - Present
Fifth Third Private Bank   August 2010 - October 2014
Fifth Third Private Bank   July 2007 - July 2010
Wells Fargo Financial  June 2006 - June 2007

Skills
Banking, Investments, Wealth Management, Portfolio Management, Retirement Planning, Estate Planning, Management, Sales, Finance, Financial Advisory, Investment Management, High Net Worth..., Securities, Asset Allocation, IRAs

Education
Xavier University - School of Business Administration   2007 — 2010
MBA

Morehead State University   2002 — 2006
BBA, Management

Habby Bauer Habby Bauer New York, New York Details
Habby Bauer's Fifth Third Private Bank Experience May 2015 - Present
Job Vice President, Wealth Management Advisor at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Private Bank   May 2015 - Present
International Bank  2014 - 2015
J.P. Morgan Private Bank   October 2006 - December 2013
MB Financial Bank  2005 - 2006
BB&T  2002 - 2005
Hilliard Lyons  2000 - 2002

Skills
Wealth Management, Investments, Portfolio Management, Series 7, Fixed Income, Financial Analysis, Alternative Investments, Risk Management, Capital Markets, Series 63, Sales, Negotiation, Equities, Competitive Analysis, Asset Allocation, Investment Management, Financial Modeling, Mutual Funds, Credit Analysis, Corporate Finance, Sales Presentation..., Product Marketing, Financial Markets, Strategic Financial..., Derivatives, Sales Presentations, Securities, RFP Generation, Project Management, Financial Planning, Business Process..., Strategic Consulting, Operational Planning

Education
University of Kentucky   1994 — 1999
Bachelor of Arts

Aman Awan, CFP® Aman Awan, CFP® Greater Detroit Area Details
Aman Awan, CFP®'s Fifth Third Private Bank Experience February 2012 - February 2014
Job
Industry Financial Services
Experience
DFCU Financial  February 2014 - Present
Fifth Third Private Bank   February 2012 - February 2014
PLUS Financial Network   December 2008 - July 2012
Hartford Life  December 2007 - December 2008
CCO Investment Services  July 2005 - December 2007
Hantz Financial  June 2000 - July 2005

Education
Oakland University   1999 — 2001
Bachelors, Finance

Daniel Vogelpohl Daniel Vogelpohl Cincinnati Area Details
Daniel Vogelpohl's Fifth Third Private Bank Experience June 2012 - Present
Job Senior Vice President Director, Private Bank Sales at Fifth Third Private Bank
Industry Banking
Experience
Fifth Third Private Bank   June 2012 - Present
Fifth Third Bank  1992 - October 2012

Education
Xavier University   1993 — 1995
MBA, Business

University of Cincinnati   1988 — 1992
BS, Finance, Management

Elder

Mohini McCormick, CFP® Mohini McCormick, CFP® Greater Chicago Area Details
Mohini McCormick, CFP®'s Fifth Third Private Bank Experience November 2009 - June 2013
Job Vice President, Senior Wealth Advisor at Calamos Wealth Management LLC
Industry Financial Services
Experience
Calamos Wealth Management LLC   June 2013 - Present
Fifth Third Private Bank   November 2009 - June 2013
Credit Suisse  May 2006 - November 2009
Lehman Brothers  1991 - 2006

Skills
Wealth Management, Asset Allocation, Investments, Mortgage Lending, Strategic Financial..., Finance, Series 7, Portfolio Management, Fixed Income, Asset Managment, Retirement Planning, Alternative Investments, Loans, Wealth Management..., Insurance, Trading, Commercial Lending, Equities, Financial Services, Banking

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1995 — 1997
MBA, Finance

Purdue University   1987 — 1991
BS, Finance

Tracy Green, CFP Tracy Green, CFP Cincinnati, Ohio Details
Tracy Green, CFP's Fifth Third Private Bank Experience June 2013 - October 2014
Job Managing Director at Matrix Management Institute
Industry Management Consulting
Experience
Matrix Management Institute   December 2014 - Present
Fifth Third Private Bank   June 2013 - October 2014
Dunphy Wealth Management/Belt Bookkeeping   March 2010 - May 2013
Martin Training Associates   2005 - 2006
John R. Green company   1986 - 1989

Skills
Marketing Strategy, Strategic Business..., Consultative Selling, Strategic Financial..., Retirement Planning, Securities, Investments, Wealth Management, Financial Analysis, Mutual Funds, Financial Services, Leadership, Asset Management, Asset Allocation, Investment Advisory, Customer Service, Estate Planning, Sales, Public Speaking, Financial Planning, Insurance, Banking, Credit Analysis, Management, Strategy, Strategic Planning, Business Development, Marketing, Team Building, Consulting, Sales Management, Business Planning, Analysis, Finance, Business Strategy, New Business Development

Education
Xavier University Executive Certificate in Financial Planning   2011 — 2012

Xavier University   1982 — 1986
Bachelor of Arts (B.A.), French

Université Paris Sorbonne (Paris IV)   1984 — 1985

St Ursula Academy   1978 — 1982

Summit Country Day School   1970 — 1978

Patrick Hahn Patrick Hahn Cleveland/Akron, Ohio Area Details
Patrick Hahn's Fifth Third Private Bank Experience May 1998 - October 2011
Job Portfolio Manager at SS&G Wealth Management
Industry Financial Services
Experience
SS&G Wealth Management   March 2012 - Present
UBS  October 2011 - March 2012
Fifth Third Private Bank   May 1998 - October 2011
The Jupiter Hills Club   September 1997 - May 1998
Willoughby Golf Center, Inc   August 1993 - September 1997

Skills
Series 7, Series 66, Ohio Life & Health..., Uniform Combined State...

Education
Bowling Green State University   1989 — 1993
BS

Clevleland State University

College for Financial Planning
AAMS

Michael H. Smith, CFP® Michael H. Smith, CFP® Greater Chicago Area Details
Michael H. Smith, CFP®'s Fifth Third Private Bank Experience 2013 - Present
Job Vice President | Wealth Management Advisor at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Private Bank   2013 - Present
T. Rowe Price  November 2004 - May 2013
T. Rowe Price  January 2003 - November 2004
T. Rowe Price  May 2001 - December 2002
UPS Capital  January 1999 - May 2001

Skills
Estate Planning, Financial Planning..., Insurance Planning, Income Tax Planning, Investment Planning, Education Planning, HNW Relationships, Elder Care, Long Term Care Insurance, Retirement Income..., Risk Management, Social Security Planning, Special Needs Planning, Banking, Mortgage

Education
College for Financial Planning   2013 — 2015
Master of Science, Financial Planning

Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA), Finance concentration

University of Illinois at Chicago
Bachelor of Science (B.S.), Marketing

Elizabeth Orick Elizabeth Orick Indianapolis, Indiana Area Details
Elizabeth Orick's Fifth Third Private Bank Experience February 2010 - June 2012
Job Manager of Sales Administration at Humana
Industry Insurance
Experience
Humana  January 2013 - Present
Fifth Third Private Bank   February 2010 - June 2012
JPMorgan Private Client Services  January 2006 - January 2010
Charter One Bank  January 2006 - April 2006
Union Federal Bank  October 1997 - June 2005

Skills
Customer Satisfaction, Private Banking, Retail Banking, Customer Engagement, Office Management, Employee Benefits, Banking, Customer Service, Sales, Staff Development, Investment Banking, Coordinating Events, Project Management, Employee Engagement, CRM, Microsoft Office, Performance Management, Series 7, Process Improvement, Team Building, Outlook, Financial Reporting, PeopleSoft, Investments, Portfolio Management, Training, Management, Loans, Insurance, Leadership

Education
Indiana University-Purdue University at Indianapolis   2012 — 2012
certificate- Professional in Human Resources

University of Indianapolis - School of Business   2003 — 2007
Bachelor of Science

University of Indianapolis - School of Business   2000 — 2003
Associate in Science

Mt Vernon High School   1990 — 1994
Diploma received

Brad Ruttenberg CFP®, CTFA Brad Ruttenberg CFP®, CTFA Naples, Florida Details
Brad Ruttenberg CFP®, CTFA's Fifth Third Private Bank Experience December 2012 - Present
Job Senior Trust Officer, VP
Industry Banking
Experience
Fifth Third Private Bank   December 2012 - Present
Fifth Third Private Bank   January 2007 - December 2012
Sellstate Elite Realty   2005 - 2007
Prudential Financial  August 2004 - May 2005
Prudential Financial  2004 - 2005

Skills
Personal Finance, Estate Planning, Investment Strategies, Wealth Management, Investments, Fixed Annuities, Financial Services, Strategic Financial..., Asset Allocation, High Net Worth..., Securities, Asset Management, Series 7, Investment Advisory, Loans, Investment Management, Mutual Funds, Retirement, IRAs, Retirement Planning, Wealth Management..., Portfolio Management, Financial Advisory, Management

Education
Kent State University
Bachelor of Business Administration, Finance

University of Toledo   2000 — 2001
Business Administration

Andrew Lenart Andrew Lenart Naples, Florida Details
Andrew Lenart's Fifth Third Private Bank Experience August 2007 - December 2013
Job Vice President, client advisor , Private Wealth Management at SunTrust Bank
Industry Banking
Experience
Fifth Third Private Bank   August 2007 - December 2013
Fifth Third Private Bank   August 2007 - 2009
Novartis  March 2002 - July 2007
GSK  January 1995 - March 2002

Skills
Retail Banking, Small Business Lending, Corporate Finance, Risk Management, Cross Selling, Coaching

Education
Shippensburg University of Pennsylvania   1984 — 1988
B.S.B.A., Finance, Marketing, Business law

Upper Dublin Senior High School,

Matt Sigler, CFP® Matt Sigler, CFP® Indianapolis, Indiana Area Details
Matt Sigler, CFP®'s Fifth Third Private Bank Experience March 2010 - November 2014
Job Personal Financial Advisor, Avalon Wealth Advisory
Industry Financial Services
Experience
Avalon Wealth Advisory   November 2014 - Present
Fifth Third Private Bank   March 2010 - November 2014
J.P. Morgan Private Wealth Management   September 2005 - March 2010

Skills
Wealth Management, Portfolio Management, Loans, Credit, Financial Advisory, Series 63, Finance, Banking, Commercial Lending, Investments, Small Business Lending, Credit Analysis, Financial Analysis, Financial Services, Commercial Banking, Retirement Planning, Asset Management, Mutual Funds, Financial Planning, Private Banking, Risk Management

Education
DePauw University   1993 — 1997
Economics, Music

Carmel High School   1990 — 1993

Ann Howard Banzet Ann Howard Banzet Naples, Florida Area Details
Ann Howard Banzet's Fifth Third Private Bank Experience February 2010 - August 2012
Job Vice President, Senior Personal Relationship Manager at Huntington Trust
Industry Legal Services
Experience
Huntington National Bank Private Client Group   October 2014 - Present
Ave Maria School of Law  January 2013 - Present
Ann Howard Banzet, P.A.   June 2008 - Present
Twentieth Judicial Circuit   2012 - August 2013
Fifth Third Private Bank   February 2010 - August 2012
Aaron A. Farmer, P.L.   June 2009 - November 2009
Advocate Consulting  February 2006 - February 2008
Cheffy Passidomo Wilson & Johnson   September 2004 - February 2006
North Carolina State University  2000 - 2003
Fidelity National Title  1999 - 2000

Skills
Estate Planning, Business Planning, International Tax..., Tax, Wealth Management, Retirement Planning, Trusts, Succession Planning, Small Business, Insurance, Asset Protection, Strategic Planning, Tax Law, Financial Planning, Corporate Law, Legal Research, Retirement, Estate Tax Planning, High Net Worth..., Strategic Financial..., Civil Litigation, Litigation, Asset Management, Arbitration, Investments, Commercial Litigation, Mediation, Corporate Tax, Litigation Support, Finance, Wealth Management..., Financial Planners, Wealth, Wills, Estate Administration, Bankruptcy, Risk Management, Mergers & Acquisitions, Legal Writing, Corporate Governance, Securities, Due Diligence, Charitable Trusts, Legal Issues, Legal Assistance, Courts, Alternative Dispute..., Employment Law

Education
University of Florida - Fredric G. Levin College of Law   2003 — 2004
LLM, Taxation

North Carolina State University   1988 — 1992
BA, Politica Science

Salem Academy
High School

University of North Carolina School of Law
JD with Honors, Law

R. John Kuhn, CFP® R. John Kuhn, CFP® Greater Pittsburgh Area Details
R. John Kuhn, CFP®'s Fifth Third Private Bank Experience September 2013 - Present
Job Vice President, Wealth Management Advisor at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Private Bank   September 2013 - Present
Ameriserv Financial  August 2012 - September 2013
First Commonwealth Advisors  February 2010 - August 2012
PNC Investments  2007 - 2010
TIAA-CREF  1999 - 2007

Skills
Retirement Planning, Sales Management, Financial Planning, Direct Sales, Consultative Selling, Group Presentations, Sales Presentations, Sales Skills Training, Strategic Financial..., Coaching, Wealth Management..., Training, Retirement, Wealth, Selling, Wealth Management, Banking, Selling Skills, Investments, Investment Management, Mutual Funds, Uniform Combined State..., Series 6, 401k, Series 24, Fixed Annuities, Asset Allocation, Financial Advisory

Education
Metropolitan State University of Denver
Aerospace Science; Business Management

Robert Schaefer Robert Schaefer Cincinnati, Ohio Details
Robert Schaefer's Fifth Third Private Bank Experience July 2014 - Present
Job Associate Trust Officer at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Private Bank   July 2014 - Present
Fifth Third Private Bank   June 2013 - July 2014
Fifth Third Bank  June 2011 - June 2013
Hamilton County Special Olympics   October 2011 - May 2012
International Samaritan  May 2011 - May 2011
Miami University  August 2009 - May 2011
International Samaritan  August 2010 - April 2011
Oxford Parks and Recreations   December 2009 - February 2011
Miami University - Interfraternity Council   January 2010 - December 2010
Kappa Alpha Order  December 2009 - December 2010

Skills
Trust Services, Investment Advisory, Wealth Management, Customer Service, Investments, Charitable Trusts, Private Foundations, Relationship Management, GRATs, Reporting & Analysis, Leadership, Microsoft Word, Microsoft Excel, Time Management, Public Speaking, Management, Private Banking, 401k, IRAs, IRA's, Coaching, Recruiting, Microsoft Office, Financial Analysis, Sales, Financial Services, Portfolio Management

Education
University of Cincinnati College of Business   2014 — 2016
Master of Business Administration (M.B.A.)

Cannon Financial School   2014 — 2014
Trust School 1, Estate Planning

Farmer School of Business   2009 — 2011
BS, Finance

Miami University   2007 — 2011
Bachelor, Finance

St. John's Jesuit High School   2003 — 2007
High School

Becky Osborne Becky Osborne Traverse City, Michigan Details
Becky Osborne's Fifth Third Private Bank Experience February 2010 - Present
Job Vice President and Trust Officer at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Private Bank   February 2010 - Present
Founders Bank & Trust  August 2003 - February 2010

Skills
High Net Worth..., Wealth Management, Banking, Wealth Management..., Credit, Estate Planning, Customer Service, Investment Advisory, Investments, Strategic Financial..., Retirement Planning, Strategic Planning, Public Speaking, Commercial Lending, Small Business Lending, Portfolio Management, Nonprofits, Asset Management, Series 7, Team Building, Loans, Consumer Lending, Financial Analysis, Estate Tax Planning, Budgets, Asset Allocation, Commercial Banking, Financial Planning

Education
Davenport University
Bachelor of Applied Science (BASc), Business Administration, Management and Operations

Charles Weinrich AWMA® Charles Weinrich AWMA® Naples, Florida Details
Charles Weinrich AWMA®'s Fifth Third Private Bank Experience May 2006 - May 2011
Job Senior Vice President, Private Financial Advisor at SunTrust Investment Services Inc
Industry Financial Services
Experience
SunTrust Investment Services Inc.  2011 - Present
Fifth Third Private Bank   May 2006 - May 2011
Citicorp Investment Services Inc.   August 2001 - May 2006
CFS Investments Inc./ CFS Bank   June 1997 - August 2001
Gladstone, Keating, and Nussbaum   May 1996 - June 1997

Skills
Financial Planning, Investment Management, Risk Management, Retirement Planning, Retirement Income..., Estate Strategies, Global Wealth Management, Education Planning, Cash Flow Management, Debt Management

Education
Stony Brook University   1991 — 1993
Bachelor of Science

Virginia Wesleyan College   1989 — 1991

Michael Kennedy, CFP® Michael Kennedy, CFP® Greater Chicago Area Details
Michael Kennedy, CFP®'s Fifth Third Private Bank Experience 2005 - 2009
Job Experienced CERTIFIED FINANCIAL PLANNER™ Forum Financial Management LP
Industry Financial Services
Experience
Forum Financial Management, LP  August 2010 - Present
Fifth Third Private Bank   2005 - 2009
LaSalle Bank N.A.   1987 - 2005

Education
Northern Illinois University   1974 — 1976
Finance, Business

J. Sterling Morton East High School   1968 — 1972
Diploma, High School/Secondary Diplomas and Certificates

Cara Zasoba Cara Zasoba Chicago, Illinois Details
Cara Zasoba's Fifth Third Private Bank Experience June 2014 - Present
Job Executive Assistant at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Private Bank   June 2014 - Present
Fifth Third Private Bank   May 2011 - June 2014
Fifth Third Private Bank   May 2008 - May 2011
White House, Black Market  May 2008 - February 2010
Naples Surgical   December 2004 - May 2008

Skills
Sales, Investments, Banking, Customer Service, Financial Analysis, Marketing, Risk Management, Management, Event Management, CRM, Program Management, Leadership, Retail, Insurance

Education
Florida Gulf Coast University   2003 — 2007
Communication, Marketing & Public Relations

Scott D. Abramson, CFP® Scott D. Abramson, CFP® Winter Park, Florida Details
Scott D. Abramson, CFP®'s Fifth Third Private Bank Experience August 2007 - July 2010
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  July 2010 - Present
Fifth Third Private Bank   August 2007 - July 2010
Morgan Stanley  2004 - 2007

Skills
Series 7, Wealth Management, Strategic Financial..., Commercial Lending, Credit, Loans, Investments, Portfolio Management, Retirement Planning, Strategic Planning, Credit Analysis, Series 63, Small Business Lending, Mutual Funds, Loan Origination, Mortgage Lending, Investment Advisory, Commercial Banking, Financial Modeling, Banking, Securities, Finance, Asset Management, Financial Analysis

Education
University of Central Florida   2002 — 2004
BSBA, Finance

Bishop Moore

Cheryl Kirsten Cheryl Kirsten Miami/Fort Lauderdale Area Details
Cheryl Kirsten's Fifth Third Private Bank Experience June 2012 - December 2013
Job High Net Worth Planner at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management  January 2014 - Present
Fifth Third Private Bank   June 2012 - December 2013
UBS Wealth Management  2008 - 2010
UBS Financial Services  April 2002 - April 2008
UBS PaineWebber, Inc.   January 2000 - April 2002
PaineWebber  February 1998 - February 2000

Skills
Wealth Management, Investment Advisory, Estate Planning, Retirement Planning, Asset Allocation, Trust Services, Strategic Financial..., Mutual Funds, Series 63, Series 65, Financial Advisory, Investment Strategies, Separately Managed..., Uniform Combined State..., Asset Managment, Securities, Investments, FINRA, Alternative Investments, Wealth, Retirement, Wealth Management..., Series 7, Finance, Portfolio Management, Financial Planning

Education
FAU   2015 — 2015
CFA Level 1 Candidate

Rice University   2002 — 2005
CFP, Financial Planning

University of Connecticut   1994 — 1997
MBA, finance, accounting

Chatham Twp. elem
bachelor of jungle gym, napping and playtime

Colgate University
BA, French Lit and Grammar

FAU

Frank Bonsack, CFP® Frank Bonsack, CFP® Tampa/St. Petersburg, Florida Area Details
Frank Bonsack, CFP®'s Fifth Third Private Bank Experience September 2011 - Present
Job Wealth Managment Advisor V.P. at Fifth Third Private Bank
Industry Banking
Experience
Fifth Third Private Bank   September 2011 - Present
Lydian Bank & Trust   February 2006 - August 2011
SunTrust Bank  May 2002 - February 2006
U.S. Army   June 1994 - November 1997

Education
University of Tampa - John H. Sykes College of Business   2007 — 2008
MBA

Kaplan University   2009 — 2010
Certificate in Financial Planning, Financial Planning

University of South Florida   1997 — 2001
BS, Finance

Lisa Waterman Lisa Waterman Fort Wayne, Indiana Area Details
Lisa Waterman's Fifth Third Private Bank Experience November 2010 - January 2014
Job President at Waterman Financial Services
Industry Financial Services
Experience
Waterman Financial Services   January 2014 - Present
Rotary District 6540   April 2012 - Present
Fifth Third Private Bank   November 2010 - January 2014
Rotary District 6540   July 2009 - April 2012
Wells Fargo  April 2005 - November 2010
Wells Fargo Private Bank  July 1989 - November 2010
Wells Fargo Bank  2002 - 2004
Wells Fargo  1999 - 2002
Norwest Bank  1993 - 1998

Skills
Strategic Financial..., Sales Management, Singing, Retirement Planning, Estate Planning, Insurance, Investments, Banking, Wealth Management, Retirement, Wealth, Trusts, Employee Benefits, Financial Planning, Annuities, Long Term Care, Pensions, Funding, Asset Management, Disability Insurance, Credit, IRA's, Mutual Funds, Savings, Investment Advisory, Inheritance Tax Planning, 401k, Securities, Wills, Long-term Care, Wealth Accumulation, Probate, Investment Strategies, Financial Advice, Series 7, Asset Allocation, High Net Worth..., Private Banking, Wealth Transfer, Financial Advisory, Trust Services, Loans, Bonds, Private Wealth..., Alternative Investments, Risk Management, Personal Finance, Retirement Income..., Fixed Income, Succession Planning

Education
Indiana University—Purdue University Fort Wayne   1980 — 1986
Business, Economics

Indiana University—Purdue University Fort Wayne
Bachelor of Science (B.S.) (Economics), Economics

Mary Stangeland Mary Stangeland Greater Detroit Area Details
Mary Stangeland's Fifth Third Private Bank Experience June 2009 - November 2012
Job Vice President, Personal Trust Administration at Northern Trust
Industry Banking
Experience
Northern Trust  October 2012 - Present
Fifth Third Private Bank   June 2009 - November 2012
Dykema Gossett PLLC  1995 - 2004
Campbell-Ewald  1990 - 1993

Skills
Trusts, Estate Tax Planning, Charitable Trusts, Estate Planning, Tax Law, Wealth Management..., High Net Worth..., Investments, Succession Planning, Retirement Planning, Risk Management, Financial Advisory, Wealth Management, Investment Advisory, Securities

Education
University of Michigan Law School   1993 — 1995
JD, Law

Adrian College   1986 — 1990
Bachelor of Business Administration (BBA), Marketing, magna cum laude

Steven D. Israel Steven D. Israel Charlotte, North Carolina Details
Steven D. Israel's Fifth Third Private Bank Experience November 2013 - Present
Job Fifth Third Private Bank
Industry Investment Management
Experience
Fifth Third Private Bank   November 2013 - Present
Endzone Coverage   2009 - Present
ESPN  2006 - 2008
Northwestern Mutual  2005 - 2007

Skills
Entrepreneurship, Public Speaking, Keynote, Sales Motivation, Presentations, Wealth Management, Investments, Insurance, Broadcast Television, Radio Broadcasting, Sports, Football, NFL, Venture Capital, Business, Leadership, Team Building, Team Leadership, Teamwork, Winning Teams, Charity Work

Education
University of Pittsburgh   1987 — 1992

Harvard Business School
Certificate, Entrepreneurial Business Program

Jim Desmond, CFA Jim Desmond, CFA Tampa/St. Petersburg, Florida Area Details
Jim Desmond, CFA's Fifth Third Private Bank Experience September 2010 - Present
Job Vice President and Senior Portfolio Manager at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Private Bank   September 2010 - Present
SunTrust Bank  September 2000 - August 2010
Great-West Life and Annuity Insurance Company  September 1991 - August 2000

Skills
Asset Management, Banking, Asset Allocation, Portfolio Management, Investments, Tactical Asset..., Equity Research, Equity Valuation, Client Relationship..., Client Acquisition, Client Service, Client Retention, Asset Managment, Wealth Management, Mutual Funds, CRM, Client Services, Investment Strategies, Investment Advisory, Customer Acquisition, Investment Management, Customer Retention, Risk Management, Financial Analysis, Finance, Financial Planning, Management

Education
University of Colorado Boulder - Leeds School of Business   1991 — 1992
MBA, Executive Program

Saint Louis University   1978 — 1981
BSBA, Finance

St. Louis U High   1972 — 1976

Robert J Rees Robert J Rees Pittsburgh, Pennsylvania Details
Robert J Rees's Fifth Third Private Bank Experience March 2011 - August 2012
Job Investment Advisor & Consultant
Industry Investment Management
Experience
Independent  2012 - Present
Fifth Third Private Bank   March 2011 - August 2012
PNC Wealth Management  November 1987 - August 2010
Kidder Peabody  January 1984 - November 1987

Skills
Asset Allocation, Portfolio Management, Investments, Asset Managment, Retirement Planning, Strategic Financial..., Mutual Funds, Investment Advisory, Alternative Investments, Series 7, Investment Management, Wealth Management..., Estate Planning, High Net Worth..., Investment Strategies, Securities, Equities, Credit, Banking, Fixed Income, Series 63, Asset Management, Bonds, Financial Analysis, Wealth, Hedge Funds, Private Equity, ETFs, Private Banking

Education
John Carroll University   1974 — 1978
Bachelor of Science, Business Administration

John Carroll University   1974 — 1978
Bachelor's degree in Business Administration, Finance and Financial Management Services

Bart Cuddy, CFS, CRSP, CMFC Bart Cuddy, CFS, CRSP, CMFC Charlotte, North Carolina Area Details
Bart Cuddy, CFS, CRSP, CMFC's Fifth Third Private Bank Experience June 2014 - Present
Job Associate Portfolio Manager/AVP at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Private Bank   June 2014 - Present
Wells Fargo Institutional Retirement and Trust  2011 - 2014
Wells Fargo Institutional Retirement and Trust  2010 - 2011
Wachovia Retirement Services  2006 - 2009
Wachovia Retirement Services  2001 - 2006
Wachovia Retirement Services  2000 - 2001

Skills
Investments, Mutual Funds, Financial Advisory, Asset Allocation, Retirement, Portfolio Management, Wealth Management, Relationship Management, Wealth Management..., Series 63, Trading, Financial Services

Education
University of North Carolina at Charlotte
MBA, Finance/Commercial Bank Management

Slippery Rock University of Pennsylvania
Bachelors, Secondary Education/MATHEMATICS

Josie Calderon Josie Calderon Greater Chicago Area Details
Josie Calderon's Fifth Third Private Bank Experience January 2015 - Present
Job Wealth Management Advisor at Fifth Third Private Bank
Industry Banking
Experience
Fifth Third Private Bank   January 2015 - Present
Fifth Third Private Bank   December 2011 - December 2014
Fifth Third Private Bank   February 2010 - November 2011
Fifth Third Private Bank   September 2003 - February 2010
Bank One Trust Company, N.A.   August 1999 - September 2003
Edelman Combs & Latturner   April 1997 - July 1999

Skills
Banking, Courts, Estate Administration, Estate Law, Estate Planning, Guardianship, Leadership, Legal Writing, Litigation, Management, Wealth, Wealth Management, Credit, Wealth Management...

Education
Robert Morris University - Illinois   1993 — 1995
Bachelor, Business Administration

Jay A. Spiller Jay A. Spiller Naples, Florida Details
Jay A. Spiller's Fifth Third Private Bank Experience June 2014 - Present
Job Vice President and Wealth Management Advisor at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Private Bank   June 2014 - Present
Cypress Trust Company  September 2013 - May 2014
Naples, Florida  August 2010 - September 2013
Riverside National Bank of Florida  August 2003 - August 2010
National City Bank  August 2002 - August 2003
Bank of America  February 1997 - August 2002

Skills
Wealth Management, Estate Planning, Investments, Financial Services, Portfolio Management, Securities, Investment Management, Asset Management, Banking, Financial Planning, Series 7, Mutual Funds

Education
Northern Kentucky University
Bachelor of Science, Business Management

Josh Diedrichs Josh Diedrichs Cincinnati, Ohio Details
Josh Diedrichs's Fifth Third Private Bank Experience December 2003 - Present
Job Trust Officer at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Private Bank   December 2003 - Present
Fifth Third Bank  2003 - Present

Skills
Investments, Financial Analysis, Insurance, Equities, Capital Markets, Financial Modeling, Private Equity, Customer Service, Strategic Planning, New Business Development, Wealth Management, Banking, Portfolio Management

Education
University of Colorado at Boulder   1995 — 1999
Bachelor's degree, History

Todd Sommers Todd Sommers Indianapolis, Indiana Area Details
Todd Sommers's Fifth Third Private Bank Experience August 2012 - Present
Job Fifth Third Private Bank
Industry Investment Management
Experience
Fifth Third Private Bank   August 2012 - Present
J.P.Morgan   2005 - August 2012
Everence Financial Services  January 2001 - December 2004

Skills
Investments, Asset Managment, Portfolio Management, Wealth Management, Financial Analysis, Financial Modeling, Asset Allocation, Alternative Investments, Retirement Planning, Equities, Strategic Financial..., Risk Management, Asset Management, Securities, Investment Advisory, Mutual Funds, Financial Planning

Education
Goshen College   1997 — 2001
BA, Finance/Economics

Bethany Christian High School   1993 — 1997

Debbie Trapani Debbie Trapani United States Details
Debbie Trapani's Fifth Third Private Bank Experience March 2015 - Present
Job
Industry
Experience
Fifth Third Private Bank   March 2015 - Present

Education
Montclair State University
Bachelor of Arts (B.A.)

Tom Lesko Tom Lesko Dublin, Ohio Details
Tom Lesko's Fifth Third Private Bank Experience November 2008 - December 2012
Job Senior Consultant, Family Wealth Management, Manning & Napier Advisors
Industry Investment Management
Experience
Fifth Third Private Bank   November 2008 - December 2012
State of Ohio  July 2001 - October 2008
Ohio Republican Party  March 1999 - June 2001

Education
Capital University Law School   2004 — 2007
Juris Doctorate, Law

Youngstown State University   1990 — 1994
B.A.S., Political Science

James Hlavaty, MBA,CWS James Hlavaty, MBA,CWS Cleveland, Ohio Details
James Hlavaty, MBA,CWS's Fifth Third Private Bank Experience December 2014 - Present
Job Vice President, Wealth Management Advisor
Industry Investment Management
Experience
Fifth Third Private Bank   December 2014 - Present
Key Private Bank  May 2012 - December 2014
Huntington Investment Comp   December 2005 - November 2011

Skills
Credit, Banking, Loans, Wealth Management, Commercial Lending, Credit Analysis, Commercial Banking, Investments, Financial Analysis, Mutual Funds, Asset Management, New Business Development, Risk Management, Small Business Lending, Personal Financial..., Equities, Relationship Management, Building Relationships, Collaborative Problem..., Collateral, ETFs, Portfolio Management, Series 7, Securities, Strategic Financial..., Financial Services, Mortgage Lending, Consumer Lending, Leadership, Sales, Insurance, Management, Finance

Education
Baldwin-Wallace College   1997 — 1999
MBA, Business Administration

Wittenberg University   1989 — 1993
Bachelor of Arts (BA), Biology, General

St. Ignatius High School   1985 — 1989
High School, College Prepatory

St Luke Elementary

Joseph Carter Joseph Carter Greater Chicago Area Details
Joseph Carter's Fifth Third Private Bank Experience April 2012 - August 2014
Job Managing Director at The PrivateBank
Industry Banking
Experience
The PrivateBank  May 2015 - Present
Urban Partnership Bank  October 2014 - May 2015
Fifth Third Private Bank   April 2012 - August 2014
Morgan Stanley Smith Barney  May 2010 - April 2012
JPMorgan Chase  March 2005 - May 2010
JPMorgan  January 2003 - March 2005

Skills
Banking, Credit, Customer Relations, Investments, Loans, Client Service, Series 7, Wealth Management, New Business Development, Sales Management, Financial Planning, Coaching, Strategy Development

Education
Northwestern University - Kellogg School of Management   1997 — 2000
MBA, Marketing & Finance

Howard University   1987 — 1991
BA, Business/Military Science

Nathan J. Duncan, CFP® Nathan J. Duncan, CFP® Cincinnati Area Details
Nathan J. Duncan, CFP®'s Fifth Third Private Bank Experience April 2014 - Present
Job Delivering Proactive and Holistic Financial Advice
Industry Financial Services
Experience
Fifth Third Private Bank   April 2014 - Present
Key Private Bank  August 2011 - April 2014
Northwestern Mutual  May 2010 - September 2010

Skills
Finance, Portfolio Management, Investment Management, Private Banking, Team Leadership, Financial Analysis, Financial Reporting, Strategic Financial..., Wealth Management, Estate Planning, Investments, Leadership, Financial Modeling, Microsoft Excel, Wealth Management..., Financial Planning

Education
Miami Univeristy, Farmer School of Business   2007 — 2011
Bachelor of Science (BS), Finance, Music Composition Secondary Concentration

Xavier University
Executive Certificate in Financial Planning

The American College   2015 — 2016
Accredited Estate Planner Designation (AEP®) Education

Paul S Brandt Paul S Brandt Holland, Michigan Details
Paul S Brandt's Fifth Third Private Bank Experience June 2010 - Present
Job AVP/Trust Officer, CTFA at Fifth Third Private Bank
Industry Banking
Experience
Fifth Third Private Bank   June 2010 - Present
US Trust, Bank of America Private Wealth Management  July 2003 - July 2010

Skills
CTFA, Retirement Planning, Investments, Estate Planning, Wealth Management, High Net Worth..., Trusts, Wealth Management..., Trust Services, Asset Allocation, Investment Management, Private Banking, Mutual Funds, Investment Advisory, Portfolio Management, Banking

Education
Hanover College
BA

Boston University
Trust / Cannon Financial Institute

University of Notre Dame
Trust / Cannon Financial Institute

Julie Ann Garber Julie Ann Garber Naples, Florida Details
Julie Ann Garber's Fifth Third Private Bank Experience January 2014 - January 2015
Job Senior Trust Administrator at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Private Bank  January 2015 - Present
Fifth Third Private Bank   January 2014 - January 2015
The Andersen Firm, A Professional Corporation   January 2013 - 2014
Becker & Poliakoff, P.A.   2010 - 2013
The Andersen Firm, A Professional Corporation   2004 - 2010
West & Feinberg, P.C.   1998 - 2004
Walsh & Joyce, P.A.   1995 - 1998

Education
Duquesne University School of Law   1990 — 1994
J.D., Law

Allegheny College   1984 — 1988
B.S., Biology, magna cum laude

Tracy Dalton Tracy Dalton Greater Milwaukee Area Details
Tracy Dalton's Fifth Third Private Bank Experience March 2010 - August 2012
Job Sr. Vice President, Wealth Fiduciary Services Manager at Johnson Bank
Industry Financial Services
Experience
Johnson Bank  August 2014 - Present
BMO Harris Bank, N.A.   August 2013 - August 2014
Harris myCFO  August 2012 - August 2013
Fifth Third Private Bank   March 2010 - August 2012
Dalton & Dalton, P.C.   April 1991 - March 2010

Skills
Mergers & Acquisitions, Governance, Tax, High Net Worth..., Legal Writing, Accounting, Contract Negotiation, Investments, Joint Ventures, Finance, Internal Audit, Financial Services, Real Estate, Mergers, Management, Estate Planning, Strategic Planning, Estate Tax Planning, Financial Risk, Team Leadership, Trusts, Wealth Management, Negotiation, Analysis

Education
John Marshall Law School   2008 — 2011
LL.M., Taxation

DePaul University - Charles H. Kellstadt Graduate School of Business   1987 — 1990
M.B.A., Finance

DePaul University College of Law   1987 — 1990
J.D.

Valparaiso University   1982 — 1986
B.S., Accounting

Tammy Wardemann CFP® Tammy Wardemann CFP® Greater Chicago Area Details
Tammy Wardemann CFP®'s Fifth Third Private Bank Experience February 2012 - Present
Job Vice President, Wealth Management Advisor at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Private Bank   February 2012 - Present
Associated Investment Services  May 2009 - February 2012
Capital Investment Companies & AG Edwards and Sons   June 2001 - May 2009
Independent Boseman Investment Group   1992 - 2001

Skills
Wealth Management, Investments, Strategic Financial..., Retirement Planning, Finance, Portfolio Management, Investment Advisory, Mutual Funds, Estate Planning, Asset Allocation, Wealth Management..., Financial Advisory, Investment Management, Asset Management, FINRA, Wealth Preservation..., Investment Strategies, Insurance, Uniform Combined State..., Financial Planning, Succession Planning, Multi-generational..., Intergenerational..., Asset Protection, Asset Planning, Wealth Management for...

Education
Duke University   2004 — 2005
Executive Certificate in Financial Planning

The College of Financial Planning   2001 — 2002
Accredited Asset Management Specialist

Pierre Bigby CFP (R) Pierre Bigby CFP (R) Columbus, Ohio Area Details
Pierre Bigby CFP (R)'s Fifth Third Private Bank Experience February 2005 - February 2009
Job President at Bigby Financial Planning, LLC
Industry Financial Services
Experience
Bigby Financial Planning, LLC   March 2009 - Present
Fifth Third Private Bank   February 2005 - February 2009
Vawter Financial   September 1996 - February 2005

Skills
Strategic Financial..., Investment Advisory, Wealth Management..., Personal Finance, Portfolio Management, Investments, Wealth Management, Retirement Planning, Series 7, Life Insurance, Investment Management, Small Business, Estate Planning, Retirement, Tax

Education
The Ohio State University   1992 — 1996
Finance

Jim Ward CFA, CFP, CAIA Jim Ward CFA, CFP, CAIA Grand Rapids, Michigan Details
Jim Ward CFA, CFP, CAIA's Fifth Third Private Bank Experience Senior Portfolio ManagerFifth Third Bank2007 - Present
Job Senior Portfolio Manager at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Private Bank   Senior Portfolio ManagerFifth Third Bank2007 - Present

Skills
CFA, CAIA, & CFP, Portfolio Management, Investments, Credit, Wealth Management, Asset Allocation, Credit Analysis, Asset Management, Loans, Fixed Income, Equities, Mutual Funds, Banking

Education
Michigan State University   1983 — 1987
Bachelor of Arts (B.A.), Finance

Maria M. Holmes, MBA, CFP Maria M. Holmes, MBA, CFP Houston, Texas Details
Maria M. Holmes, MBA, CFP's Fifth Third Private Bank Experience August 2009 - August 2013
Job President BBVA Wealth Solutions and Executive Vice President, Director of Asset Management and Trust
Industry Financial Services
Experience
BBVA Compass  August 2014 - Present
Santander Investment Services  August 2013 - August 2014
Fifth Third Private Bank   August 2009 - August 2013
Citi  2008 - 2009
Citibank  2005 - 2008
Citicorp Investment Services and Smith Barney   2003 - 2008
Citicorp Investment Services  2000 - 2003
Citibank  1997 - 2000

Skills
Wealth Management..., Portfolio Management, Investment Advisory, Risk Management, Investments, Financial Modeling, Cross-functional Team..., Wealth Management, Equities, Banking, Asset Managment, Mutual Funds, Finance, Credit, Series 7, Retail Banking, Financial Services, Financial Advisory, Series 63, Wealth, Insurance, Leadership, Relationship Management, Retirement Planning, Corporate Finance, Women Leaders, Strategic Planning, Business Relationship..., Private Banking, Capital Markets

Education
The University of Chicago - Booth School of Business
MBA, Finance

Jeremy Barber Jeremy Barber Greater Grand Rapids, Michigan Area Details
Jeremy Barber's Fifth Third Private Bank Experience January 2011 - Present
Job Associate Portfolio Manager Investment Analyst at Fifth Third Private Bank
Industry Investment Management
Experience
Fifth Third Private Bank   January 2011 - Present
UBS  April 2010 - March 2011
Professional Computing Resources  2009 - 2009
Stony Point Fund   June 2005 - September 2006

Skills
Portfolio Management, Asset Allocation, Asset Managment, Investments, Wealth Management, Alternative Investments, Financial Analysis, Equity Research, Hedge Funds, Fixed Income, Valuation, Equities, Financial Modeling, High Net Worth..., Retirement Planning, Investment Strategies, Private Equity, Bloomberg, Investment Management, Investment Advisory, Finance, Mutual Funds

Education
Northcentral University   2012 — 2014
Doctor of Philosophy (PhD), Finance and Financial Management Services, 4.0

Davenport University   2009 — 2010
MBA, Finance

Davenport University   2006 — 2009
BS, Finance - Specialty in Investments

Ashley Huxel Ashley Huxel Cincinnati Area Details
Ashley Huxel's Fifth Third Private Bank Experience March 2013 - July 2015
Job Wealth Advisor at ALTIORA GROUP
Industry Investment Banking
Experience
ALTIORA GROUP   September 2015 - Present
Fifth Third Private Bank   March 2013 - July 2015
Fifth Third Securities  July 2007 - March 2013
WKRC-TV Local 12 News   November 2006 - July 2007
WAKW Radio - Star 93.3 FM   May 2006 - December 2006

Skills
Series 7, Series 66, Financial Planning, Life & Health Insurance..., Long Term Care Insurance, Insurance, Securities, Banking, Research, Writing, Customer Service, Microsoft Office, Social Media, Public Relations, Social Networking, Public Speaking, Promotions, Streetscape, CRM, Leadership Development, Youth Mentoring, Christian Ethics, Strategic Financial..., Wealth Management, Uniform Combined State..., Retirement Planning, Investments, Finance, Financial Services, Trust Services, Wealth Management..., High Net Worth..., Private Banking

Education
Xavier University   2011 — 2012
Executive Certificate in Financial Planning

Liberty University   2002 — 2006
B.S., Broadcast Communications & Cross-Cultural Studies

Princeton High School   1998 — 2002

Leo Maxbauer Leo Maxbauer Greater New York City Area Details
Leo Maxbauer's Fifth Third Private Bank Experience January 2002 - April 2008
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Private Bank  December 2011 - December 2014
Maxbauer Investment Company, LLC   2008 - December 2011
Fifth Third Private Bank   January 2002 - April 2008
Bank One/First Chicago-NBD Bank   January 1996 - June 2000
National Bank of Detroit  June 1992 - December 1995

Skills
Political Economy, Leadership, Managerial Finance, Capital Markets, 501c3, International Business

Education
Michigan State University - The Eli Broad College of Business   1980 — 1982
MBA, Finance

Michigan State University   1974 — 1978
B.A., Economics

John Thibault, CFP® ChFC® John Thibault, CFP® ChFC® Greater Detroit Area Details
John Thibault, CFP® ChFC®'s Fifth Third Private Bank Experience July 2008 - Present
Job Wealth Management Advisor Vice President
Industry Financial Services
Experience
Fifth Third Private Bank   July 2008 - Present
National City Bank  January 2007 - July 2008
UBS Wealth Management  April 2005 - January 2007
Morgan Stanley  May 2001 - April 2005

Skills
Commercial Lending, Credit, Wealth Management, Small Business Lending, Loans, Portfolio Management, Series 7, Retirement Planning, Strategic Financial..., Investments, Securities, Asset Management, Asset Allocation, Fixed Income, Mortgage Lending, Private Banking, Series 63, Series 65, Life Insurance, Series 24

Education
University of Michigan-Dearborn   2004 — 2009
Master of Business Administration (MBA)

University of Michigan-Dearborn   1997 — 2000
Bachelor of Business Administration (BBA), Finance

University of Michigan-Dearborn   1997 — 2000
Bachelor of Arts (BA), Psychology

Robert Gilbreath Robert Gilbreath Lansing, Michigan Area Details
Robert Gilbreath's Fifth Third Private Bank Experience March 2012 - Present
Job Vice President Wealth Management Advisor at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Private Bank   March 2012 - Present
Lasky Fifarek & Hogan, P.C.   October 2008 - January 2013
Gilbreath Law Firm, PLC   January 2008 - October 2008
Thomas M. Cooley Law School  May 2007 - January 2008
Foster Zack & Lowe, P.C.   May 2004 - December 2007
Willingham & Cote, P.C.   January 2000 - May 2004
Einheuser & Florka, P.C.   June 1998 - January 2000
Benson, Kent County Circuit Court   January 1996 - January 1997
Department of Consumer and Industry Services   January 1996 - December 1996
Holliday, Fenoglio   January 1993 - January 1994

Skills
Estate Planning, Litigation, Probate, Elder Law, Real Estate, Wills, Succession Planning, Legal Services, Corporate Law, Employment Law, Trusts, Business Transactions, Tax, Non-profits, Small Business, Public Speaking

Education
Thomas M. Cooley Law School   1995 — 1997
Juris Doctorate

Michigan State University   1987 — 1992
Bachelors of Science, Psychology

Flint Powers Catholic High School   1983 — 1987
HS Diploma, College Prep

St. Roberts

Paul Fleming, CFA, CAIA Paul Fleming, CFA, CAIA Greater Grand Rapids, Michigan Area Details
Paul Fleming, CFA, CAIA's Fifth Third Private Bank Experience February 2006 - June 2009
Job Director of Investment Research at Mirador Family Wealth Advisors
Industry Investment Management
Experience
Mirador Family Wealth Advisors (Division of Fifth Third Private Bank)   June 2009 - Present
Fifth Third Private Bank   February 2006 - June 2009
UBS Warburg  July 1999 - January 2003
J.C. Bradford   July 1999 - July 2000
Olde Financial (HR Block)   October 1995 - April 1999
Paine Webber  1995 - 1995
Paine Webber  1995 - 1995

Skills
Asset Allocation, Investment Strategies, Portfolio Management, Equities, Hedging, Wealth, Alternative Investments, Equity Research, Hedge Funds, Asset Managment, Investment Management, Wealth Management, Mutual Funds, Bloomberg, Fixed Income, Options, Investments, Investment Advisory, Equity Trading, Securities, Asset Management, Cash Management, Strategic Financial..., Derivatives, Capital Markets, High Net Worth..., Risk Management, Bonds, ETFs, Trading, Finance, Retirement Planning, Series 63, Series 7

Education
The Ohio State University   1991 — 1994
B.S., Financial Management

The University of Akron

Rachael Crapsi Rachael Crapsi Cincinnati, Ohio Details
Rachael Crapsi's Fifth Third Private Bank Experience June 2013 - Present
Job Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Private Bank   June 2013 - Present
Fisher College of Business  September 2010 - May 2013
Fifth Third Bank  June 2012 - August 2012
ROAR Logistics  June 2011 - August 2011
Arts & Sciences Career Services   September 2009 - June 2010

Education
The Ohio State University - The Max M. Fisher College of Business   2009 — 2013
B.S.B.A., Finance & International Business

Eric Haddad Eric Haddad Cleveland/Akron, Ohio Area Details
Eric Haddad's Fifth Third Private Bank Experience 2002 - Present
Job Vice President, Wealth Management Advisor Fifth Third Private Bank
Industry Investment Management
Experience
Fifth Third Private Bank   2002 - Present
West Side Catholic Center  2009 - 2011

Education
Purdue University   1994 — 1998

St. Ignatius

Martin de St. Pierre Martin de St. Pierre Naples, Florida Details
Martin de St. Pierre's Fifth Third Private Bank Experience July 2012 - September 2013
Job Director of Development at The Salvation Army
Industry Banking
Experience
The Salvation Army  September 2015 - Present
First American Wealth Management Group   November 2013 - September 2015
Fifth Third Private Bank   July 2012 - September 2013
US Bank - The Private Client Reserve   December 2009 - July 2012
Leadership Collier   2011 - 2012
Leadership Collier   2010 - 2011
Bank of America  October 2007 - October 2009
Bank of America  May 2004 - October 2007
Private Capital Management  2003 - 2004
Northern Trust  2000 - 2003

Skills
Wealth Management, Portfolio Management, Investments, Banking, Equities, Finance, Estate Planning, Financial Services, Securities, Business Planning, High Net Worth..., Financial Analysis, Fundraising, Nonprofits, Asset Allocation, Credit, Investment Management, Business Development, CRM, Investment Advisory, Asset Management, Relationship Management, Mutual Funds, Marketing, Business Strategy, Real Estate, Insurance, Series 7 and Series 66, Life Insurance, Board Development, Grant Writing, Donor Development, Health Insurance, Community Development, Leadership Development, Bank Secrecy Act, Compliance, Anti Money Laundering, 401k, Training, Trust Services, Trust Management, Charitable Trusts, Mortgage Lending, Commercial Lending, Major Donor Cultivation, Donor Engagement, Grant Preparation, Grant Reviewing

Education
University of Richmond   1986 — 1990
BA, Pol Sci and Third World Studies

University of Florida   1991 — 1993
MALAS (Latin American Studies)

Canon Financial Institute   2002 — 2002
Certificate, Institutional Custody

Florida Banker's Association Graduate Trust School   1998 — 2000
Certificate, Trust Administration

Naples High   1982 — 1986

Madalyn Koster, CPA Madalyn Koster, CPA Lansing, Michigan Area Details
Madalyn Koster, CPA's Fifth Third Private Bank Experience February 2009 - April 2009
Job Associate at Maner Costerisan Certified Public Accountants
Industry Accounting
Experience
Maner Costerisan Certified Public Accountants  January 2012 - Present
Grand Valley State University Financial Aid Office   June 2010 - December 2011
Spectrum Health  April 2010 - February 2011
Fifth Third, Private Bank  February 2009 - April 2009

Skills
Data Entry, Spreadsheets, Tax, Microsoft Excel, Microsoft Word, Finance, Auditing, Financial Accounting, Accounting, Research, Internal Audit

Education
Grand Valley State University   2009 — 2011
Masters of Science in Taxation, Taxation

Grand Valley State University   2004 — 2009
BBA, Accounting, International Business, English

Shanghai University   2008 — 2008
Summer Study, Mandarin Chinese, Business Economics

Sally Herweyer Sally Herweyer Greater Grand Rapids, Michigan Area Details
Sally Herweyer's Fifth Third Private Bank Experience 2001 - Present
Job RETIRED!
Industry Banking
Experience
Fifth Third Private Bank   2001 - Present
Fifth Third Bank  1994 - Present
Store Fronts, Inc   1970 - 1994

Education
Grand Valley State University   1985 — 1990

Brian Veith Brian Veith Cincinnati, Ohio Details
Brian Veith's Fifth Third Private Bank Experience January 2012 - July 2013
Job Senior Vice President, Commercial Banking at Watch Hill Bank
Industry Banking
Experience
Watch Hill Bank   May 2014 - Present
goVibrant   January 2012 - Present
3rd & Goal Veterans Home Aid   January 2011 - Present
The Ndukwe Foundation   August 2009 - Present
Huntington National Bank  July 2013 - May 2014
Fifth Third Private Bank   January 2012 - July 2013
Fifth Third Bank  July 2011 - December 2011
BHV Consulting, LLC   December 2010 - July 2011
Gilligan Oil Company  February 2008 - December 2010

Skills
Loans, Commercial Banking, Finance, Financial Modeling, Real Estate, Business Development, Financial Analysis, Banking, Cash Management, Commercial Lending, Corporate Finance, Banking Relationships, Portfolio Management, Strategic Planning, Credit, Commercial Real Estate, Treasury Management, Insurance, Customer Service, Process Improvement, Credit Analysis, Investments, Leadership

Education
University of Notre Dame   2003 — 2007
Business, Management

University of Notre Dame - Mendoza College of Business   2003 — 2007

David Yarmuth David Yarmuth Louisville, Kentucky Area Details
David Yarmuth's Fifth Third Private Bank Experience June 2011 - September 2012
Job Director of Community Relations The Salvation Army
Industry Public Relations and Communications
Experience
Self Employed  January 2014 - Present
The Salvation Army  September 2012 - Present
Fifth Third Private Bank   June 2011 - September 2012
JPMorgan Chase  June 2007 - May 2011
Newsradio 750 KXL   June 1998 - November 2004

Skills
Editing, Media Relations, Public Speaking, Community Engagement, Broadcast Journalism, Radio Broadcasting, News Writing, Breaking News, Social Media, Sales, Instructor-led Training, Audio Editing, Storytelling, Radio, Public Relations, Press Releases, Newsletters, Event Management, Community Outreach, Marketing, Nonprofits

Education
The University of Memphis   1987 — 1989
Bachelor of Arts, Broadcast Communications

Sullivan University   2005 — 2009
MBA

Florida State University   1985 — 1987
General Studies

Rebecca Grasmeyer Rebecca Grasmeyer Grand Rapids, Michigan Details
Rebecca Grasmeyer's Fifth Third Private Bank Experience August 2000 - August 2012
Job VP, Client Advisor at Old National Wealth Management
Industry Banking
Experience
Old National Wealth Management  August 2012 - Present
Founders Bank & Trust  August 2012 - April 2015
Fifth Third Private Bank   August 2000 - August 2012

Skills
Wealth Management, Trust Services, Investments, Banking, High Net Worth..., Wealth Management..., Private Banking, Insurance, Investment Management, Financial Services, Investment Advisory, Portfolio Management, Retirement Planning, Estate Planning, Strategic Financial..., Asset Allocation, 401k, Series 7, Financial Planning

Education
Grand Valley State University   1996 — 2000
BBA, Finance, Economics emphasis

David Tupper David Tupper Traverse City, Michigan Details
David Tupper's Fifth Third Private Bank Experience January 1999 - Present
Job Wealth Mgt Advisor at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Private Bank   January 1999 - Present

Skills
Wealth Management, Estate Planning, Retirement Planning, Investments, New Business Development, Income Tax, Series 7, Tax

Education
Ferris State University   1987 — 1991

JOHN THIBAULT JOHN THIBAULT Greater Detroit Area Details
JOHN THIBAULT's Fifth Third Private Bank Experience July 2008 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Fifth Third Private Bank   July 2008 - Present

Education
University of Michigan-Dearborn   1996 — 2009

Timothy Elsbrock Timothy Elsbrock Cincinnati Area Details
Timothy Elsbrock's Fifth Third Private Bank Experience July 2007 - Present
Job President, Fifth Third Bank, Cincinnati Region
Industry Banking
Experience
Fifth Third Bank  June 2015 - Present
Fifth Third Private Bank   July 2007 - Present
Fifth Third Bank  1997 - 2007
Fifth Third Bank  1995 - 1997
Fifth Third Bank  1989 - 1994
Fifth Third Bank  1987 - 1989

Skills
Wealth Management, Commercial Banking, Team Leadership, C&I Lending, Sales Management, public speaking, Sales, Fundraising, Community Development, Commercial Lending, Leadership, Business Development, Investments, New Business Development, Management, Relationship Management, Private Banking, Treasury Management, Loans, Banking

Education
University of Cincinnati   1981 — 1985
Bachelor of Arts (B.A.)

Rob Lepre Rob Lepre Greater Pittsburgh Area Details
Rob Lepre's Fifth Third Private Bank Experience January 2007 - Present
Job Senior Vice President at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Private Bank   January 2007 - Present
UBS Wealth Management  August 2002 - June 2003
BNY Mellon Wealth Management  1986 - 2002

Skills
Estate Planning, Private Wealth..., LGBT Financial Solutions, Strategic Financial..., Wealth Management, Wealth Management..., Financial Analysis, Employee Benefits, Financial Services, Banking, Financial Planning, Insurance, Real Estate, Portfolio Management, Asset Allocation, Investments, Loans, Securities, Investment Advisory, Retirement Planning, Mutual Funds, Strategic Planning, Small Business, Asset Management, Series 7

Education
Carnegie Mellon University   1985 — 1987
MPM

University of Pittsburgh   1974 — 1978
BA, Economics, Mathematics, Spanish

Andrew Rittichier, CFP® Andrew Rittichier, CFP® Sarasota, Florida Area Details
Andrew Rittichier, CFP®'s Fifth Third Private Bank Experience July 1998 - Present
Job Vice President & Portfolio Manager at Fifth Third Private Bank
Industry Investment Management
Experience
Fifth Third Private Bank   July 1998 - Present

Education
University of Evansville

Jonathan Frascarelli, MBA Jonathan Frascarelli, MBA Orlando, Florida Area Details
Jonathan Frascarelli, MBA's Fifth Third Private Bank Experience August 2012 - July 2014
Job Private Banker at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank  July 2014 - Present
Fifth Third Bank  November 2009 - Present
Fifth Third Private Bank   August 2012 - July 2014
Fifth Third Bank  October 2008 - November 2009
Mortgage Information Services  May 2006 - October 2008
ZEN ACQUISITIONS LLC   February 2004 - October 2007
Aames Home Loan  October 2002 - July 2005

Education
University of Central Florida   2008 — 2010
MBA, Finance and Strategic Management

University of Central Florida - College of Business Administration   1998 — 2002
Finance

Jesuit

Joel Poel, CFA Joel Poel, CFA Greater Grand Rapids, Michigan Area Details
Joel Poel, CFA's Fifth Third Private Bank Experience 2000 - Present
Job Portfolio Manager with Fifth Third Private Bank
Industry Investment Management
Experience
Fifth Third Private Bank   2000 - Present

Skills
Investments, Portfolio Management, Asset Management, Wealth Management, Asset Managment, Asset Allocation, Securities, Investment Strategies, Investment Advisory, Mutual Funds, Retirement Planning

Education
Calvin College   1990 — 1994
Bachelor's Degree

Neil Horowitz Neil Horowitz Sarasota, Florida Area Details
Neil Horowitz's Fifth Third Private Bank Experience March 2015 - Present
Job Fifth Third Private Bank Senior Private Banker
Industry Banking
Experience
Fifth Third Private Bank   March 2015 - Present
MERRILL LYNCH WEALTH MANAGEMENT  October 2006 - March 2015
WACHOVIA BANK  January 2000 - October 2006
Fitzgerald and Co.   January 1999 - January 2000

Skills
Banking, Private Banking, High Net Worth..., Investments, Series 7, Series 63, Life & Health Insurance..., Mortgage Lending, Commercial Lending, Marketing Strategy, Strategic Partnerships, Networking, Business Coaching, Credit, Wealth Management, Investment Management, Relationship Management, Risk Management, Loans, Finance, Strategic Financial..., Credit Analysis, Consumer Lending, Asset Managment, Lines Of Credit, Estate Planning, Retirement, Loan Origination, Mortgage Banking, Residential Mortgages, Options, Marketing, Cash Management, Investment Strategies, FINRA, Fixed Income, Wealth, Securities, Wealth Management..., Small Business Lending, Retirement Planning, Financial Advisory

Education
Eckerd College   2003 — 2005
Bachelor of Arts, Business Administration

West Chester University of Pennsylvania   1987 — 1990
Political Science and Government

Brian Ramsey MBA CFP®, ChFC® Brian Ramsey MBA CFP®, ChFC® Louisville, Kentucky Area Details
Brian Ramsey MBA CFP®, ChFC®'s Fifth Third Private Bank Experience October 2005 - May 2013
Job Providing Wealth Management Solutions to Business Owners and Affluent Families
Industry Financial Services
Experience
MWM Advisory Services   May 2013 - Present
Fifth Third Private Bank   October 2005 - May 2013

Skills
Wealth Management, Wealth Enhancement, Charitible Giving, Tax Mitigation, Wealth Preservation..., Multi-Generational..., Life Insurance, Disability Insurance, Wills, Trusts, Investment Advisory, Alternative Investments, Financial Planning, Retirement, Wealth, Securities, Financial Analysis, Investments

Education
Murray State University   1989 — 1993
BS, Marketing

Eastern Kentucky University   1996 — 1998
MBA, Business Administration

Angela Neumann Angela Neumann Columbus, Ohio Area Details
Angela Neumann's Fifth Third Private Bank Experience November 2014 - Present
Job Wealth Management Advisor at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Private Bank   November 2014 - Present
JP Morgan  July 2010 - October 2014
Life & Money Matters, LLC   March 2007 - July 2010
TIAA-CREF  April 2005 - November 2006
TIAA-CREF  November 2000 - April 2005
Banc One Investment Advisors  March 1998 - November 2000

Skills
Investments, Estate Planning, Wealth Management, Wealth Management..., Retirement Planning, Strategic Financial..., Leadership, Banking, Wealth, High Net Worth..., Tax, Series 7, Investment Advisory, Mutual Funds, Financial Planning

Education
College for Financial Planning   2004 — 2009
Masters, Personal Financial Planning

Central Michigan University   1992 — 1996
Bachelor, Finance, Economics

Rachel Packer Rachel Packer Kalamazoo, Michigan Area Details
Rachel Packer's Fifth Third Private Bank Experience 2005 - Present
Job Vice President, Wealth Management Advisor at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank  February 2005 - Present
Fifth Third Private Bank   2005 - Present

Skills
Estate Planning, Wealth Management

Education
Grand Valley State University   1998 — 2002
Masters of Science, Taxation

Western Michigan University   1984 — 1988
BBA,, Accounting

Barbara. Tilghman Barbara. Tilghman Lexington, Kentucky Area Details
Barbara. Tilghman's Fifth Third Private Bank Experience November 1998 - Present
Job Vice President at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Private Bank   November 1998 - Present
PNC Private Bank   November 1986 - November 1998

Skills
Private Banking, Loans, Banking, Lines Of Credit, Commercial Lending, Consumer Lending, Credit, Mortgage Lending, Loan Origination, Commercial Banking, Refinance, Wealth Management, Investments, Small Business Lending, Retirement Planning, Real Estate, Credit Analysis, Financial Analysis, Estate Planning, Treasury Management, Relationship Management

Education
University of Kentucky
Business Education

Fred Grenke Fred Grenke Cleveland/Akron, Ohio Area Details
Fred Grenke's Fifth Third Private Bank Experience January 2005 - August 2011
Job Banking Professional
Industry Banking
Experience
Fifth Third Private Bank   January 2005 - August 2011
Fifth Third Bank  January 2001 - January 2005
Bank One, Premier Bank & Trust, and Fifth Third Bank   May 1992 - April 1998

Education
University of Pennsylvania   1990 — 1992
B.A., Economics

Boston University   1988 — 1990
Business

Terrie Austin, CFP® Terrie Austin, CFP® Columbus, Ohio Area Details
Terrie Austin, CFP®'s Fifth Third Private Bank Experience August 2013 - Present
Job VP/Wealth Management Advisor at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Private Bank   August 2013 - Present
Raymond James Financial Services  April 2009 - August 2013
UBS  2007 - 2008
Smith Barney  September 2001 - July 2002
Morgan Stanley  February 1995 - September 2001
Huntington National Bank  1992 - 1994
Office of the Comptroller of the Currency  1989 - 1992

Skills
Wealth Management, Investments, Finance, Risk Management, Investment Management, Management, Portfolio Management, Mutual Funds, Banking, Retirement Planning

Education
Western Michigan University   1986 — 1989
BBA, Finance, Economics

Marshall University   1984 — 1986
Finance

Barboursville High School

Todd Nierste Todd Nierste Indianapolis, Indiana Area Details
Todd Nierste's Fifth Third Private Bank Experience February 2010 - Present
Job Vice President of Wealth Management at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Private Bank   February 2010 - Present
J.P. Morgan   December 2004 - February 2010

Education
Indiana University Bloomington   1988 — 1991
B.A., Business, Sports Management

Andy Gangadharan Andy Gangadharan Greater New York City Area Details
Andy Gangadharan's Fifth Third Private Bank Experience March 2009 - June 2012
Job Wealth Management Advisor at TIAACREF
Industry Investment Management
Experience
TIAA-CREF, Wealth Management Group   June 2012 - Present
Fifth Third Private Bank   March 2009 - June 2012
Bank of America Merrill Lynch  2004 - 2009
System Soft Technologies, LLC  April 2003 - November 2004
Special Data Processing  November 2001 - September 2003

Skills
Public Speaking, Contract Negotiation, Business Analysis, Investment Strategies, Asset Protection, Private Wealth..., Insurance Planning, CRM software, Customer Presentations, Credit Analysis, Asset Based Lending, Cross-functional Team..., Follow-up, Trust Services, Estate Planning, Wealth Transfer, Wealth Preservation..., Retirement Planning, Professional Networking, Community Outreach, Sales Management, Succession Planning, Endowments, Custodial Services, Institutional Sales, Asset Allocation, Investment Management, Financial Planners, Loans, Strategic Financial..., Business Networking, Portfolio Management, Wealth, CRM, Commercial Lending, Risk Management, Private Banking, Wealth Management..., Investments, Insurance, Finance, Small Business, Strategy, Wealth Management, Uniform Combined State..., Financial Planning

Education
Florida Bankers Association   2010 — 2012
Trust School, Trust, Estate and Legacy Wealth Planning

Licenses
Series 7, Series 66, FL- 215, LTC

University of Phoenix
MBA, Global Management & Finance

Curt Edwards Curt Edwards Naples, Florida Area Details
Curt Edwards's Fifth Third Private Bank Experience February 2012 - Present
Job Director, Private Bank
Industry Investment Management
Experience
Fifth Third Private Bank   February 2012 - Present
JPMorgan Private Bank  2008 - 2012
United States Trust Company  2007 - 2008
Wells Fargo/Wachovia Wealth Management   2006 - 2007

Skills
Mergers & Acquisitions, Financial Analysis, Finance, Strategic Financial..., Strategy, Risk Management, Leadership, Management, Banking, Change Management, Process Improvement, Investments, Financial Modeling, Portfolio Management, Business Strategy, Credit, Financial Planning

Education
Boston University   1985 — 1989
BSBA, Finance

Dale Kirk Dale Kirk Naples, Florida Area Details
Dale Kirk's Fifth Third Private Bank Experience April 2013 - Present
Job Senior Private Banker at Fifth Third Private Bank
Industry Banking
Experience
Fifth Third Private Bank   April 2013 - Present
Bank of America Merrill Lynch  July 2008 - April 2013

Skills
Credit, Mortgage Lending, Loans, Investments, Banking, Fixed Income, Mortgage Banking, Residential Mortgages, Commercial Lending, Loan Origination, Refinance, Equities, Underwriting

Education
The Ohio State University
MBA

The University of Akron
BS

Derrick Petry, CFA Derrick Petry, CFA Dayton, Ohio Area Details
Derrick Petry, CFA's Fifth Third Private Bank Experience June 2002 - Present
Job Vice President, Portfolio Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Private Bank   June 2002 - Present

Skills
Portfolio Management, Asset Allocation, Investments, Investment Management, Retirement Planning, Financial Markets, Wealth Management, Mutual Funds, Asset Management, Investment Advisory, Alternative Investments, Equities, Investment Strategies, Financial Analysis, Sales, Finance, Banking

Education
Wright State University   1996 — 1999
Business, Finance

Manchester University   1994 — 1995

Tom Elsbrock Tom Elsbrock Cincinnati, Ohio Details
Tom Elsbrock's Fifth Third Private Bank Experience Vice President & Senior Trust OfficerFifth Third BankFebruary 1993 - Present
Job Vice President & Senior Trust Officer at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Private Bank   Vice President & Senior Trust OfficerFifth Third BankFebruary 1993 - Present

Education
Xavier University   1985 — 1990
Master of Business Administration (M.B.A.), Finance, General

University of Cincinnati College of Business   1979 — 1983
Bachelor of Business Administration (B.B.A.), Finance, General