Fifth Third Securities
Industry: Company
DescriptionHeadquarters: Cincinnati, Ohio, United States Parent organization: Fifth Third Bank (Ohio) Subsidiaries: Coker Capital Securities LLC, Fifth Third Securities, Inc., Asset Management Arm
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Fifth Third Securities Employees
Employee
Years
Job
Industry
Chase Van Dam Chase Van Dam's Fifth Third Securities Experience January 2011 - Present
Job Investment Representative and Preferred Program Specialist at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities January 2011 - Present
Edward Jones June 2007 - January 2011
Skills
Retirement Planning, Mutual Funds, Investment Advisory, Series 7, 401k, Retirement, IRAs, Asset Allocation, Financial Advisory, Series 66, Life and Health, 401k Rollovers, Fixed Annuities, Investment Strategies, Life & Health Insurance..., FINRA, Securities
Education
Grand Valley State University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Fifth Third Securities January 2011 - Present
Edward Jones June 2007 - January 2011
Skills
Retirement Planning, Mutual Funds, Investment Advisory, Series 7, 401k, Retirement, IRAs, Asset Allocation, Financial Advisory, Series 66, Life and Health, 401k Rollovers, Fixed Annuities, Investment Strategies, Life & Health Insurance..., FINRA, Securities
Education
Grand Valley State University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Daryl Krieger Daryl Krieger's Fifth Third Securities Experience April 2011 - Present
Job Trust and Private Bank Specialist at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities April 2011 - Present
Skills
Investments, Mutual Funds, Banking, Credit, Asset Allocation, Loans
Education
Central Michigan University
Bachelor of Science in Business Administration (B.S.B.A.), Accounting
Fifth Third Securities April 2011 - Present
Skills
Investments, Mutual Funds, Banking, Credit, Asset Allocation, Loans
Education
Central Michigan University
Bachelor of Science in Business Administration (B.S.B.A.), Accounting
Gavin W. Koenig CRPC, AIFA's Fifth Third Securities Experience December 2009 - July 2010
Job Chartered Retirement Planning Counselor, Accredited Investment Fiduciary Analyst™
Industry Financial Services
Experience
ARGI Financial Group August 2010 - Present
Fifth Third Securities December 2009 - July 2010
Ameriprise Financial August 1995 - December 2009
Skills
Retirement Planning, Wealth Management, Financial Planning, Insurance, Business Planning, Estate Planning, 401k, Investment Strategies, Asset Management, Portfolio Management, Succession Planning, Fiduciary Consulting,, Investment Policy..., Retirement Plan Reviews
Education
Eastern Kentucky University 1988 — 1989
BS, College of Law Enforcement
Western Kentucky University 1984 — 1988
General
ARGI Financial Group August 2010 - Present
Fifth Third Securities December 2009 - July 2010
Ameriprise Financial August 1995 - December 2009
Skills
Retirement Planning, Wealth Management, Financial Planning, Insurance, Business Planning, Estate Planning, 401k, Investment Strategies, Asset Management, Portfolio Management, Succession Planning, Fiduciary Consulting,, Investment Policy..., Retirement Plan Reviews
Education
Eastern Kentucky University 1988 — 1989
BS, College of Law Enforcement
Western Kentucky University 1984 — 1988
General
Dustin E. Leach, AIF® Dustin E. Leach, AIF®'s Fifth Third Securities Experience August 2003 - November 2010
Job Senior Partner, Wealth Advisor at Riverbank Wealth Management LLC
Industry Financial Services
Experience
Riverbank Wealth Management LLC November 2010 - Present
Fifth Third Securities August 2003 - November 2010
Morgan Stanley June 2000 - August 2003
Skills
Investment Strategies, Estate Planning, Strategic Financial..., Alternative Investments, High Net Worth..., Asset Management, Hedge Funds, Risk Management, Private Wealth..., Insurance, Cash Management
Education
East Tennessee State University 1997 — 2000
Bachelor's degree, Finance, General
Riverbank Wealth Management LLC November 2010 - Present
Fifth Third Securities August 2003 - November 2010
Morgan Stanley June 2000 - August 2003
Skills
Investment Strategies, Estate Planning, Strategic Financial..., Alternative Investments, High Net Worth..., Asset Management, Hedge Funds, Risk Management, Private Wealth..., Insurance, Cash Management
Education
East Tennessee State University 1997 — 2000
Bachelor's degree, Finance, General
Brian Mason, MBA Brian Mason, MBA's Fifth Third Securities Experience August 2002 - April 2004
Job VP, Managing Executive
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
Carroll Enterprises March 2012 - Present
Prudential Annuities June 2009 - February 2012
Genworth Financial October 2007 - February 2009
Wachovia Securities, LLC 2003 - 2007
Fifth Third Securities August 2002 - April 2004
NASD Enforcement 1998 - 2002
Skills
Risk Management, Insurance, Leadership, Securities, FINRA, Financial Services, Series 7, Investments, Financial Risk, Business Development, Strategic Financial..., Compliance, Process Improvement, Strategic Planning, Program Management, Change Management, Mutual Funds, Enterprise Risk..., Risk Assessment, Analysis, Fraud, Process Engineering, Business Analysis, Management, Chang, Project Management, Business Process Design, Systems Analysis, Database Design, Microsoft CRM, Sales Operations, Marketing Communications, Progra, Str, Variable Annuities, Fraud Investigations, Financial Planning
Education
The Johns Hopkins University - Carey Business School 1999 — 2002
MBA
Arizona State University 1994 — 1996
BS
The University of Chicago
Certificate
Ameriprise Financial Services, Inc. August 2015 - Present
Carroll Enterprises March 2012 - Present
Prudential Annuities June 2009 - February 2012
Genworth Financial October 2007 - February 2009
Wachovia Securities, LLC 2003 - 2007
Fifth Third Securities August 2002 - April 2004
NASD Enforcement 1998 - 2002
Skills
Risk Management, Insurance, Leadership, Securities, FINRA, Financial Services, Series 7, Investments, Financial Risk, Business Development, Strategic Financial..., Compliance, Process Improvement, Strategic Planning, Program Management, Change Management, Mutual Funds, Enterprise Risk..., Risk Assessment, Analysis, Fraud, Process Engineering, Business Analysis, Management, Chang, Project Management, Business Process Design, Systems Analysis, Database Design, Microsoft CRM, Sales Operations, Marketing Communications, Progra, Str, Variable Annuities, Fraud Investigations, Financial Planning
Education
The Johns Hopkins University - Carey Business School 1999 — 2002
MBA
Arizona State University 1994 — 1996
BS
The University of Chicago
Certificate
Tony Adamo Tony Adamo's Fifth Third Securities Experience September 2011 - March 2013
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2013 - Present
Fifth Third Securities September 2011 - March 2013
Charles Schwab August 2000 - May 2011
Fidelity Investments October 1998 - August 2000
Barnett/Nations Bank Investments September 1997 - September 1998
Dreyfus May 1989 - August 1997
Skills
Mutual Funds, Investments, Asset Allocation, Equities, Insurance, Long Term Care Insurance, Retirement Planning, Managed Money, Private Client Services
Education
US Army Officer Basic Course 1980 — 1981
Certification, Artillery
Hofstra University 1976 — 1980
Bachelor, Business Administration Management
TIAA-CREF March 2013 - Present
Fifth Third Securities September 2011 - March 2013
Charles Schwab August 2000 - May 2011
Fidelity Investments October 1998 - August 2000
Barnett/Nations Bank Investments September 1997 - September 1998
Dreyfus May 1989 - August 1997
Skills
Mutual Funds, Investments, Asset Allocation, Equities, Insurance, Long Term Care Insurance, Retirement Planning, Managed Money, Private Client Services
Education
US Army Officer Basic Course 1980 — 1981
Certification, Artillery
Hofstra University 1976 — 1980
Bachelor, Business Administration Management
Christine Blackledge, MSA Christine Blackledge, MSA's Fifth Third Securities Experience 2001 - 2002
Job Consultant
Industry Program Development
Experience
AgraAfrica 2013 - Present
Michigan State University 2014 - 2014
Michigan Decorations LLC 2003 - 2013
First Asset Financial 2003 - 2012
Ascom 2005 - 2006
The Music House 2003 - 2004
City of Traverse City 2002 - 2003
Fifth Third Securities 2001 - 2002
Morgan Stanley 1999 - 2001
Central Interconnect, Inc. 1997 - 1999
Skills
Business Development, Strategic Planning, Change Management, Project Management, Consulting, Analysis, Agribusiness, Marketing Strategy, Entrepreneurship, Volunteer Management, Business Planning, Sustainable Agriculture, International..., Organizational..., Advertising, International Business, Business Analysis, Strategic Financial..., Grant Writing, Telecommunications, Social Media Marketing, International Project..., Agricultural Marketing, Culture Change, Education, Fiscally Responsible, Administrative Work, Marketing, Microsoft Office, Computer Proficiency, LAN-WAN, Small Business, Coordination, Program Facilitation, Program Management, Community Development, Management, Capacity Building
Education
Central Michigan University
Master of Science (MS), International Business Administration
Central Michigan University
Bachelor of Science (BS), Business Administration-Community Development
Northwestern Michigan College
Associate of Arts (AA), Data Processing & Business
Northwestern Michigan College
Associate of Science (AS), Health Professional, Pre-Medical, Biology
AgraAfrica 2013 - Present
Michigan State University 2014 - 2014
Michigan Decorations LLC 2003 - 2013
First Asset Financial 2003 - 2012
Ascom 2005 - 2006
The Music House 2003 - 2004
City of Traverse City 2002 - 2003
Fifth Third Securities 2001 - 2002
Morgan Stanley 1999 - 2001
Central Interconnect, Inc. 1997 - 1999
Skills
Business Development, Strategic Planning, Change Management, Project Management, Consulting, Analysis, Agribusiness, Marketing Strategy, Entrepreneurship, Volunteer Management, Business Planning, Sustainable Agriculture, International..., Organizational..., Advertising, International Business, Business Analysis, Strategic Financial..., Grant Writing, Telecommunications, Social Media Marketing, International Project..., Agricultural Marketing, Culture Change, Education, Fiscally Responsible, Administrative Work, Marketing, Microsoft Office, Computer Proficiency, LAN-WAN, Small Business, Coordination, Program Facilitation, Program Management, Community Development, Management, Capacity Building
Education
Central Michigan University
Master of Science (MS), International Business Administration
Central Michigan University
Bachelor of Science (BS), Business Administration-Community Development
Northwestern Michigan College
Associate of Arts (AA), Data Processing & Business
Northwestern Michigan College
Associate of Science (AS), Health Professional, Pre-Medical, Biology
Jerid Friar Jerid Friar's Fifth Third Securities Experience March 2004 - Present
Job Investment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities March 2004 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network January 2001 - March 2004
Skills
Wealth Management, Investments, Strategic Financial..., Series 7, Series 63, Retirement Planning, Investment Advisory, 401k, Asset Allocation, Retirement, Insurance, Financial Advisory, Estate Planning, Portfolio Management, Mutual Funds, Small Business
Education
Bowling Green State University 1996 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Central Catholic High School 1992 — 1996
Fifth Third Securities March 2004 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network January 2001 - March 2004
Skills
Wealth Management, Investments, Strategic Financial..., Series 7, Series 63, Retirement Planning, Investment Advisory, 401k, Asset Allocation, Retirement, Insurance, Financial Advisory, Estate Planning, Portfolio Management, Mutual Funds, Small Business
Education
Bowling Green State University 1996 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Central Catholic High School 1992 — 1996
Jeremy J. Nagele Jeremy J. Nagele's Fifth Third Securities Experience June 2007 - April 2010
Job Sales Center Manager II AVP at First Financial Bank
Industry Banking
Experience
First Financial Bank March 2014 - Present
First Financial Bank November 2011 - March 2014
First Financial Bank April 2010 - November 2011
Fifth Third Securities June 2007 - April 2010
Fifth Third Bank February 2003 - April 2010
Skills
Consumer Lending, Consumer Finance, Roth IRA, IRA's, Financial Coaching, Second Mortgages, Sales Management, Banking, Loans, Mortgage, Customer Service, Team Building, Mortgage Lending, Financial Services, IRAs, Refinance, Sales, Small Business Lending, Commercial Lending, Credit
Education
Northern Kentucky University 2003 — 2005
Bachelor of Science, Management
Cincinnati State Technical and Community College
First Financial Bank March 2014 - Present
First Financial Bank November 2011 - March 2014
First Financial Bank April 2010 - November 2011
Fifth Third Securities June 2007 - April 2010
Fifth Third Bank February 2003 - April 2010
Skills
Consumer Lending, Consumer Finance, Roth IRA, IRA's, Financial Coaching, Second Mortgages, Sales Management, Banking, Loans, Mortgage, Customer Service, Team Building, Mortgage Lending, Financial Services, IRAs, Refinance, Sales, Small Business Lending, Commercial Lending, Credit
Education
Northern Kentucky University 2003 — 2005
Bachelor of Science, Management
Cincinnati State Technical and Community College
Gaven Smith, MBA, CFP® Gaven Smith, MBA, CFP®'s Fifth Third Securities Experience December 2009 - Present
Job Investment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities December 2009 - Present
Fidelity Investments June 2008 - November 2009
United States Marine Corps November 2001 - October 2009
Skills
Financial Analysis, Series 63, Investments, Wealth Management, Series 7, Strategic Financial..., Portfolio Management, Financial Modeling, Finance, Retirement Planning, Mutual Funds, Securities, Investment Advisory, Retirement, Leadership, Uniform Combined State..., Investment Strategies, Asset Allocation, Financial Advisory, 401k, Fixed Annuities, Estate Planning, Investment Management, Asset Management, IRAs, Alternative Investments, FINRA, Series 24, Financial Services, Life Insurance, Bonds, Equities, Insurance, Series 6, Series 65, Loans, ETFs
Education
Xavier University - School of Business Administration 2009 — 2010
MBA, Finance, General
Bowling Green State University 2007 — 2008
Finance, Financial Planning
Owens Community College 2005 — 2007
Associates, Business
United States Marine Corps 2004 — 2004
NCO Leadership program
Milford High School 1998 — 2001
Diploma
Fifth Third Securities December 2009 - Present
Fidelity Investments June 2008 - November 2009
United States Marine Corps November 2001 - October 2009
Skills
Financial Analysis, Series 63, Investments, Wealth Management, Series 7, Strategic Financial..., Portfolio Management, Financial Modeling, Finance, Retirement Planning, Mutual Funds, Securities, Investment Advisory, Retirement, Leadership, Uniform Combined State..., Investment Strategies, Asset Allocation, Financial Advisory, 401k, Fixed Annuities, Estate Planning, Investment Management, Asset Management, IRAs, Alternative Investments, FINRA, Series 24, Financial Services, Life Insurance, Bonds, Equities, Insurance, Series 6, Series 65, Loans, ETFs
Education
Xavier University - School of Business Administration 2009 — 2010
MBA, Finance, General
Bowling Green State University 2007 — 2008
Finance, Financial Planning
Owens Community College 2005 — 2007
Associates, Business
United States Marine Corps 2004 — 2004
NCO Leadership program
Milford High School 1998 — 2001
Diploma
Lauren Crehan Lauren Crehan's Fifth Third Securities Experience November 2013 - May 2014
Job Regional Sales Director at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US September 2014 - Present
Fifth Third Bank May 2014 - September 2014
Fifth Third Securities November 2013 - May 2014
Fidelity Investments January 2013 - November 2013
Fidelity Investments November 2012 - December 2012
Fidelity Investments January 2012 - November 2012
State Street Bank July 2011 - January 2012
State Street Corporation June 2010 - August 2010
Education
Flagler College 2008 — 2011
2011Bachelors of Art, Business Administration
Columbia Threadneedle Investments, US September 2014 - Present
Fifth Third Bank May 2014 - September 2014
Fifth Third Securities November 2013 - May 2014
Fidelity Investments January 2013 - November 2013
Fidelity Investments November 2012 - December 2012
Fidelity Investments January 2012 - November 2012
State Street Bank July 2011 - January 2012
State Street Corporation June 2010 - August 2010
Education
Flagler College 2008 — 2011
2011Bachelors of Art, Business Administration
Jill Harms Jill Harms's Fifth Third Securities Experience July 2005 - June 2008
Job Assistant Director of Development at Tindley Accelerated Schools
Industry Nonprofit Organization Management
Experience
Tindley Accelerated Schools September 2013 - Present
Humane Society of Indianapolis November 2008 - September 2013
Fifth Third Securities July 2005 - June 2008
BNY Mellon April 2002 - October 2005
Skills
Public Speaking, Marketing Communications, Customer Service, Relationship Management, Nonprofits, Strategic Planning, Volunteer Management, Event Planning, Social Networking, Event Management
Education
Franklin College 1997 — 2001
Batchelor of Arts, Biology
Tindley Accelerated Schools September 2013 - Present
Humane Society of Indianapolis November 2008 - September 2013
Fifth Third Securities July 2005 - June 2008
BNY Mellon April 2002 - October 2005
Skills
Public Speaking, Marketing Communications, Customer Service, Relationship Management, Nonprofits, Strategic Planning, Volunteer Management, Event Planning, Social Networking, Event Management
Education
Franklin College 1997 — 2001
Batchelor of Arts, Biology
Amanda Doherty Amanda Doherty's Fifth Third Securities Experience June 2008 - August 2008
Job MBA Candidate at the Fuqua School of Business
Industry Financial Services
Experience
General Motors 2015 - 2015
BMO Harris Bank December 2013 - May 2014
BMO Harris Bank January 2012 - December 2013
BMO Capital Markets July 2009 - January 2012
Fifth Third Securities June 2008 - August 2008
Eli Lilly and Company January 2008 - May 2008
Skills
Commercial Banking, Financial Analysis, Financial Modeling, Credit Analysis, Banking, Corporate Finance, Portfolio Management, Asset Management, Hedge Funds, Leadership, Finance, Financial Services
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
DePauw University 2005 — 2009
Bachelor's, Economics
General Motors 2015 - 2015
BMO Harris Bank December 2013 - May 2014
BMO Harris Bank January 2012 - December 2013
BMO Capital Markets July 2009 - January 2012
Fifth Third Securities June 2008 - August 2008
Eli Lilly and Company January 2008 - May 2008
Skills
Commercial Banking, Financial Analysis, Financial Modeling, Credit Analysis, Banking, Corporate Finance, Portfolio Management, Asset Management, Hedge Funds, Leadership, Finance, Financial Services
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
DePauw University 2005 — 2009
Bachelor's, Economics
Beekman Stacy Beekman Stacy's Fifth Third Securities Experience August 2010 - October 2012
Job Associate Wealth Management Advisor at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank October 2012 - Present
Fifth Third Securities August 2010 - October 2012
Macatawa Bank March 2009 - August 2010
Skills
Securities, Series 7, Series 24, Wealth Management, Strategic Financial..., Retirement Planning, Portfolio Management, Investment Advisory, Series 66, Life & Health Insurance..., Variable Annuities
Education
Grand Valley State University 1993 — 1998
Business Administration and Management, General
Fifth Third Bank October 2012 - Present
Fifth Third Securities August 2010 - October 2012
Macatawa Bank March 2009 - August 2010
Skills
Securities, Series 7, Series 24, Wealth Management, Strategic Financial..., Retirement Planning, Portfolio Management, Investment Advisory, Series 66, Life & Health Insurance..., Variable Annuities
Education
Grand Valley State University 1993 — 1998
Business Administration and Management, General
Kevin Moy Kevin Moy's Fifth Third Securities Experience July 2012 - October 2014
Job Analyst at Crestline Denali Capital
Industry Financial Services
Experience
Crestline Denali Capital October 2014 - Present
Fifth Third Securities July 2012 - October 2014
Skills
Loans, Investments, Credit, Underwriting, Credit Analysis, Banking, Portfolio Management, Financial Analysis, Commercial Banking, Commercial Lending, Financial Modeling, Leveraged Finance, Financial Sponsors, Investment Banking, Leveraged Lending, Microsoft Excel, PowerPoint, Corporate Finance, Capital Markets, Accounting, Credit Risk, Leadership
Education
University of Illinois at Chicago 2010 — 2012
Bachelor of Science, Finance, 3.53
Benedictine University 2008 — 2010
Crestline Denali Capital October 2014 - Present
Fifth Third Securities July 2012 - October 2014
Skills
Loans, Investments, Credit, Underwriting, Credit Analysis, Banking, Portfolio Management, Financial Analysis, Commercial Banking, Commercial Lending, Financial Modeling, Leveraged Finance, Financial Sponsors, Investment Banking, Leveraged Lending, Microsoft Excel, PowerPoint, Corporate Finance, Capital Markets, Accounting, Credit Risk, Leadership
Education
University of Illinois at Chicago 2010 — 2012
Bachelor of Science, Finance, 3.53
Benedictine University 2008 — 2010
Noel Fike Noel Fike's Fifth Third Securities Experience August 2006 - August 2008
Job Experienced Financial Advisor and Business Teacher
Industry Professional Training & Coaching
Experience
Rockford Public Schools August 2008 - Present
Fifth Third Securities August 2006 - August 2008
Zeeland Public Schools August 2003 - June 2006
Morgan Stanley Smith Barney November 1998 - November 2002
Skills
Teaching, Public Speaking, Management, Microsoft Office, Microsoft Excel
Education
Aquinas College 2001 — 2005
MA, Education
Calvin College 1990 — 1994
BA, Business
Rockford Public Schools August 2008 - Present
Fifth Third Securities August 2006 - August 2008
Zeeland Public Schools August 2003 - June 2006
Morgan Stanley Smith Barney November 1998 - November 2002
Skills
Teaching, Public Speaking, Management, Microsoft Office, Microsoft Excel
Education
Aquinas College 2001 — 2005
MA, Education
Calvin College 1990 — 1994
BA, Business
Sheva Johnson Sheva Johnson's Fifth Third Securities Experience 2007 - 2007
Job Controller at Health Care Access Now
Industry Accounting
Experience
Health Care Access Now May 2014 - Present
Community Options Inc. February 2013 - April 2014
Neighborhood Health Care, Inc November 2010 - January 2013
Neighborhood Health Care, Inc November 2010 - January 2013
Academic Benchmarks September 2008 - July 2010
Best Upon Request, Inc May 2007 - July 2008
Jewish Federation of May 2006 - February 2007
Fifth Third Securities 2007 - 2007
Skyline Chili March 2002 - July 2005
Prestolite Electric, Inc January 1998 - January 2001
Skills
Accounts Receivable, Payroll, Account Reconciliation, General Ledger, Accounts Payable, Leadership, Microsoft Excel, Management, Accounting, Invoicing, Finance, Budgets, Sales, Outlook, Microsoft Office, Time Management, Customer Service, Non-profit Accounting, Grant Administration, Cost Reporting, Medicare/Medicaid..., Nonprofits, Auditing, Human Resources, Financial Reporting, Employee Benefits, Variance Analysis, Financial Statements, Access, Journal Entries, Bookkeeping, Financial Analysis, Forecasting, Public Speaking, Training
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2017
Master’s Degree, Accounting
Cincinnati Christian University 2013 — 2015
Bachelor of Business Management, Accounting and Business/Management, 3.71
Cincinnati State Technical and Community College 1990 — 1994
Associates of Business, Concentration on Accounting
Health Care Access Now May 2014 - Present
Community Options Inc. February 2013 - April 2014
Neighborhood Health Care, Inc November 2010 - January 2013
Neighborhood Health Care, Inc November 2010 - January 2013
Academic Benchmarks September 2008 - July 2010
Best Upon Request, Inc May 2007 - July 2008
Jewish Federation of May 2006 - February 2007
Fifth Third Securities 2007 - 2007
Skyline Chili March 2002 - July 2005
Prestolite Electric, Inc January 1998 - January 2001
Skills
Accounts Receivable, Payroll, Account Reconciliation, General Ledger, Accounts Payable, Leadership, Microsoft Excel, Management, Accounting, Invoicing, Finance, Budgets, Sales, Outlook, Microsoft Office, Time Management, Customer Service, Non-profit Accounting, Grant Administration, Cost Reporting, Medicare/Medicaid..., Nonprofits, Auditing, Human Resources, Financial Reporting, Employee Benefits, Variance Analysis, Financial Statements, Access, Journal Entries, Bookkeeping, Financial Analysis, Forecasting, Public Speaking, Training
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2017
Master’s Degree, Accounting
Cincinnati Christian University 2013 — 2015
Bachelor of Business Management, Accounting and Business/Management, 3.71
Cincinnati State Technical and Community College 1990 — 1994
Associates of Business, Concentration on Accounting
Alan Hoyle Alan Hoyle's Fifth Third Securities Experience January 2011 - April 2014
Job Investment Counselor at BB&T
Industry Financial Services
Experience
BB&T October 2014 - Present
PNC April 2014 - October 2014
Fifth Third Securities January 2011 - April 2014
First Citizens Bank May 2008 - December 2010
TIAA-CREF November 2007 - May 2008
Education
Appalachian State University
BB&T October 2014 - Present
PNC April 2014 - October 2014
Fifth Third Securities January 2011 - April 2014
First Citizens Bank May 2008 - December 2010
TIAA-CREF November 2007 - May 2008
Education
Appalachian State University
Jonathon Swanson Jonathon Swanson's Fifth Third Securities Experience July 2009 - March 2012
Job Senior Private Client Advisor I, Vice President at Bank of the West
Industry Financial Services
Experience
Bank of the West April 2014 - Present
Wells Fargo July 2013 - April 2014
Bank of America March 2012 - May 2013
Fifth Third Securities July 2009 - March 2012
Edward Jones October 2008 - July 2009
Longhorn Steakhouse October 2006 - October 2008
Education
Grand Valley State University 2003 — 2006
B.S, Business Management; Tourism Systems
Saginaw Valley State University 2001 — 2003
Business Administration and Management, General
Bank of the West April 2014 - Present
Wells Fargo July 2013 - April 2014
Bank of America March 2012 - May 2013
Fifth Third Securities July 2009 - March 2012
Edward Jones October 2008 - July 2009
Longhorn Steakhouse October 2006 - October 2008
Education
Grand Valley State University 2003 — 2006
B.S, Business Management; Tourism Systems
Saginaw Valley State University 2001 — 2003
Business Administration and Management, General
Aleks Granchalek's Fifth Third Securities Experience September 2015 - Present
Job Managing Director Public Finance Investment Banking at Fifth Third Securities
Industry Investment Banking
Experience
Fifth Third Securities September 2015 - Present
William Blair & Company May 2007 - August 2015
Moody's Investors Service December 2002 - April 2005
City of Evanston September 2000 - December 2002
FEMA June 1999 - May 2000
City of Annapolis Fire Department September 1994 - June 1999
Skills
Not for Profit, Municipalities, Qualified Independent..., Tax-exempt, Investment Banking, Swaps, Municipal Bonds, Local Government, Government, Nonprofits, Securities, Finance, Financial Services, Bonds, Financial Advisory, Credit, Capital Markets, Swap, Derivatives, Interest Rate..., Swaptions, Fixed Income, Series 63, Private Placements, Series 7, Financial Structuring, Corporate Culture
Education
American University 1997 — 2000
Master of Public Administration (MPA), Urban Affairs
University of Maryland College Park 1992 — 1994
Bachelor's Degree
Fifth Third Securities September 2015 - Present
William Blair & Company May 2007 - August 2015
Moody's Investors Service December 2002 - April 2005
City of Evanston September 2000 - December 2002
FEMA June 1999 - May 2000
City of Annapolis Fire Department September 1994 - June 1999
Skills
Not for Profit, Municipalities, Qualified Independent..., Tax-exempt, Investment Banking, Swaps, Municipal Bonds, Local Government, Government, Nonprofits, Securities, Finance, Financial Services, Bonds, Financial Advisory, Credit, Capital Markets, Swap, Derivatives, Interest Rate..., Swaptions, Fixed Income, Series 63, Private Placements, Series 7, Financial Structuring, Corporate Culture
Education
American University 1997 — 2000
Master of Public Administration (MPA), Urban Affairs
University of Maryland College Park 1992 — 1994
Bachelor's Degree
Chad Elting's Fifth Third Securities Experience September 2009 - March 2011
Job Seeking New Career Opportunities
Industry Capital Markets
Experience
Falcon Square Capital November 2013 - Present
Merrill Lynch March 2011 - July 2013
Fifth Third Securities September 2009 - March 2011
Silverton Bank December 2007 - September 2009
Wells Fargo Institutional Brokerage November 2005 - December 2007
RBC Capital Markets February 2002 - November 2005
Skills
Series 7, Investments, Fixed Income, Series 63, Credit Analysis, Portfolio Management, Credit, Bonds, Series 65, Securities, Asset Management, Finance, Capital Markets, Wealth Management, Mutual Funds, Banking
Education
Appalachian State University 1993 — 1998
BSBA, Finance/Real Estate
Appalachian State University 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Falcon Square Capital November 2013 - Present
Merrill Lynch March 2011 - July 2013
Fifth Third Securities September 2009 - March 2011
Silverton Bank December 2007 - September 2009
Wells Fargo Institutional Brokerage November 2005 - December 2007
RBC Capital Markets February 2002 - November 2005
Skills
Series 7, Investments, Fixed Income, Series 63, Credit Analysis, Portfolio Management, Credit, Bonds, Series 65, Securities, Asset Management, Finance, Capital Markets, Wealth Management, Mutual Funds, Banking
Education
Appalachian State University 1993 — 1998
BSBA, Finance/Real Estate
Appalachian State University 1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Christopher O. Johnson Christopher O. Johnson's Fifth Third Securities Experience 2002 - April 2012
Job Senior Director Government and Civic Engagement at Jabil
Industry Electrical/Electronic Manufacturing
Experience
Jabil May 2012 - Present
Fifth Third Securities 2002 - April 2012
NatCity Investments 1999 - 2002
MidTown Cleveland 1990 - 1999
City of Cleveland 1987 - 1990
Rock and Roll Hall of Fame and Museum 1985 - 1987
State of Ohio 1982 - 1985
Celeste for Governor 1981 - 1983
Skills
Economic Development, Fundraising, Government, Strategy, Business Development, Leadership Development, Team Building, Banking, Public Relations, Financial Analysis, Program Management, Strategic Planning, Due Diligence, Portfolio Management, Management, Asset Management, Project Management, Leadership, Nonprofits, Investments, Process Improvement, Series 7, Public Speaking, Budgets, Mergers & Acquisitions, Finance
Education
Georgetown University 1976 — 1980
BSBA, Public Management
Jabil May 2012 - Present
Fifth Third Securities 2002 - April 2012
NatCity Investments 1999 - 2002
MidTown Cleveland 1990 - 1999
City of Cleveland 1987 - 1990
Rock and Roll Hall of Fame and Museum 1985 - 1987
State of Ohio 1982 - 1985
Celeste for Governor 1981 - 1983
Skills
Economic Development, Fundraising, Government, Strategy, Business Development, Leadership Development, Team Building, Banking, Public Relations, Financial Analysis, Program Management, Strategic Planning, Due Diligence, Portfolio Management, Management, Asset Management, Project Management, Leadership, Nonprofits, Investments, Process Improvement, Series 7, Public Speaking, Budgets, Mergers & Acquisitions, Finance
Education
Georgetown University 1976 — 1980
BSBA, Public Management
Scott Ripmaster Scott Ripmaster's Fifth Third Securities Experience January 2003 - July 2010
Job AVP, Trust Officer at Chemical Bank
Industry Financial Services
Experience
Chemical Bank November 2014 - Present
Northwestern Bank January 2012 - November 2014
Fifth Third Bank July 2010 - January 2012
Fifth Third Securities January 2003 - July 2010
Huntington National Bank June 2000 - January 2003
Morgan Stanley May 1999 - June 2000
Skills
Banking
Education
Grand Valley State University
Ferris State University
Chemical Bank November 2014 - Present
Northwestern Bank January 2012 - November 2014
Fifth Third Bank July 2010 - January 2012
Fifth Third Securities January 2003 - July 2010
Huntington National Bank June 2000 - January 2003
Morgan Stanley May 1999 - June 2000
Skills
Banking
Education
Grand Valley State University
Ferris State University
Michael Marangiello CFP Michael Marangiello CFP's Fifth Third Securities Experience September 2011 - Present
Job Investment Advisor at Fifth Third Securities
Industry Investment Management
Experience
Fifth Third Securities September 2011 - Present
Raymond James Trust Private Wealth Management Family Office March 2008 - May 2011
SunTrust Investment Services 2005 - 2008
JP Morgan Chase 2003 - 2005
CBIZ 1999 - 2001
Key Bank 1996 - 1999
Citigroup Investment Services June 1991 - October 1996
Skills
Bonds
Education
Adelphi University
Fifth Third Securities September 2011 - Present
Raymond James Trust Private Wealth Management Family Office March 2008 - May 2011
SunTrust Investment Services 2005 - 2008
JP Morgan Chase 2003 - 2005
CBIZ 1999 - 2001
Key Bank 1996 - 1999
Citigroup Investment Services June 1991 - October 1996
Skills
Bonds
Education
Adelphi University
Winta Tedla Winta Tedla's Fifth Third Securities Experience July 2007 - February 2009
Job An Independent Financial Advisor and Investment Banker
Industry Investment Banking
Experience
Clear Scope Advisors, Inc. June 2009 - Present
Fifth Third Securities July 2007 - February 2009
National City Bank, Aquired by PNC Financial Services September 2005 - March 2007
Oppenheimer & Co. Inc. July 2002 - September 2005
City of Detroit 2000 - 2002
Interfirst Wholesale Mortgage Lending - Now Citi Mortgage, Inc. 1998 - 2000
Skills
Financial Modeling, Financial Analysis, Investments, Portfolio Management, Due Diligence, Asset Managment, Strategic Planning, Valuation, Capital Markets, Risk Management, Finance, Banking, Analysis, Asset Management, Business Development, Business Strategy, Cash Flow, Commercial Banking, Credit, Financial Structuring, Investment Banking, Leadership, Management, Management Consulting, Project Finance, Securities, Strategy, Bonds, Executive Management
Education
Eastern Michigan University 2000 — 2002
MBA
Clear Scope Advisors, Inc. June 2009 - Present
Fifth Third Securities July 2007 - February 2009
National City Bank, Aquired by PNC Financial Services September 2005 - March 2007
Oppenheimer & Co. Inc. July 2002 - September 2005
City of Detroit 2000 - 2002
Interfirst Wholesale Mortgage Lending - Now Citi Mortgage, Inc. 1998 - 2000
Skills
Financial Modeling, Financial Analysis, Investments, Portfolio Management, Due Diligence, Asset Managment, Strategic Planning, Valuation, Capital Markets, Risk Management, Finance, Banking, Analysis, Asset Management, Business Development, Business Strategy, Cash Flow, Commercial Banking, Credit, Financial Structuring, Investment Banking, Leadership, Management, Management Consulting, Project Finance, Securities, Strategy, Bonds, Executive Management
Education
Eastern Michigan University 2000 — 2002
MBA
Gary J. Bronner, CFP® Gary J. Bronner, CFP®'s Fifth Third Securities Experience August 2000 - August 2009
Job CFP®, CERTIFIED FINANCIAL PLANNER, Financial Representative at COUNTRY Financial ®
Industry Financial Services
Experience
COUNTRY Financial ® September 2012 - Present
Boy Scouts of America May 2014 - May 2014
Private Client Group, US Bancorp Investments & Insurance November 2009 - July 2012
Fifth Third Securities August 2000 - August 2009
Skills
Long Term Care Insurance, Disability Insurance, Risk Management, Finance, Property & Casualty..., Life Insurance, Retirement Planning, Casualty, Long-term Care, Underwriting, Banking, Asset Allocation, Employee Benefits, Life & Health Insurance..., Financial Planners, Term Life Insurance, Health Insurance, Whole Life, Loans, Universal Life, Credit, Uniform Combined State..., Financial Planning
Education
College for Financial Planning 1995 — 1998
CFP Professional Education Program
Northwestern University Dental School 1978 — 1980
None
University of Illinois at Urbana-Champaign 1974 — 1978
BS, Biology
COUNTRY Financial ® September 2012 - Present
Boy Scouts of America May 2014 - May 2014
Private Client Group, US Bancorp Investments & Insurance November 2009 - July 2012
Fifth Third Securities August 2000 - August 2009
Skills
Long Term Care Insurance, Disability Insurance, Risk Management, Finance, Property & Casualty..., Life Insurance, Retirement Planning, Casualty, Long-term Care, Underwriting, Banking, Asset Allocation, Employee Benefits, Life & Health Insurance..., Financial Planners, Term Life Insurance, Health Insurance, Whole Life, Loans, Universal Life, Credit, Uniform Combined State..., Financial Planning
Education
College for Financial Planning 1995 — 1998
CFP Professional Education Program
Northwestern University Dental School 1978 — 1980
None
University of Illinois at Urbana-Champaign 1974 — 1978
BS, Biology
Jason Crump's Fifth Third Securities Experience 2003 - 2007
Job Partner Retirement Wealth Advisors
Industry Investment Management
Experience
Retirement Wealth Advisors Inc. 2007 - Present
FormulaFolios 2010 - Present
Fifth Third Securities 2003 - 2007
Fifth Third Bank 2003 - 2007
Skills
Investments, Banking, Asset Management, Financial Planning, Retirement, Investment Strategies, Portfolio Management, High Net Worth..., Wealth Management, Asset Allocation, Asset Managment, Strategic Financial..., Financial Advisory, Finance, Wealth, Personal Finance, Investment Management, Retirement Planning, Pensions, Investment Advisory, Series 7, Securities, Series 63
Education
Calvin College 1995 — 2000
Bachelors, Criminal Justice and Business Finance
Retirement Wealth Advisors Inc. 2007 - Present
FormulaFolios 2010 - Present
Fifth Third Securities 2003 - 2007
Fifth Third Bank 2003 - 2007
Skills
Investments, Banking, Asset Management, Financial Planning, Retirement, Investment Strategies, Portfolio Management, High Net Worth..., Wealth Management, Asset Allocation, Asset Managment, Strategic Financial..., Financial Advisory, Finance, Wealth, Personal Finance, Investment Management, Retirement Planning, Pensions, Investment Advisory, Series 7, Securities, Series 63
Education
Calvin College 1995 — 2000
Bachelors, Criminal Justice and Business Finance
John Shoffner John Shoffner's Fifth Third Securities Experience August 2010 - Present
Job Managing DIrector, Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities August 2010 - Present
SunTrust Robinson Humphrey August 2007 - February 2009
SunTrust Robinson Humphrey August 2004 - August 2007
SunTrust Robinson Humphrey September 1996 - December 2003
SunTrust Bank June 1985 - December 1995
Skills
Banking, Capital Markets, Corporate Finance, Finance, Investment Banking, Mergers & Acquisitions, Structured Finance
Education
Georgia State University - J. Mack Robinson College of Business 1988 — 1991
MBA, Business
Vanderbilt University 1979 — 1983
B.A., Business Adminstration
Fifth Third Securities August 2010 - Present
SunTrust Robinson Humphrey August 2007 - February 2009
SunTrust Robinson Humphrey August 2004 - August 2007
SunTrust Robinson Humphrey September 1996 - December 2003
SunTrust Bank June 1985 - December 1995
Skills
Banking, Capital Markets, Corporate Finance, Finance, Investment Banking, Mergers & Acquisitions, Structured Finance
Education
Georgia State University - J. Mack Robinson College of Business 1988 — 1991
MBA, Business
Vanderbilt University 1979 — 1983
B.A., Business Adminstration
Steve Dunkelberg Steve Dunkelberg's Fifth Third Securities Experience May 2013 - January 2015
Job Financial Analyst
Industry Financial Services
Experience
Fifth Third Securities May 2013 - January 2015
Merrill Lynch October 2012 - April 2013
Bar Beverage Control Inc January 2002 - September 2012
Midwest Capital Advisors November 2008 - December 2009
Skills
Retirement Planning, Estate Planning, Investments, Financial Planners, Investment Management, Finance, Customer Service, Financial Analysis, Financial Services, Loans, Financial Goals, Strategic Financial..., Wealth Management, Portfolio Management, Investment Advisory, Banking, Strategic Planning, Customer Relations
Education
Aquinas College 2001 — 2002
Master of Education (M.Ed.) (purposely stopped one class short of degree), Secondary Level State of Michigan Education and Teaching Certificate
Michigan State University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Fifth Third Securities May 2013 - January 2015
Merrill Lynch October 2012 - April 2013
Bar Beverage Control Inc January 2002 - September 2012
Midwest Capital Advisors November 2008 - December 2009
Skills
Retirement Planning, Estate Planning, Investments, Financial Planners, Investment Management, Finance, Customer Service, Financial Analysis, Financial Services, Loans, Financial Goals, Strategic Financial..., Wealth Management, Portfolio Management, Investment Advisory, Banking, Strategic Planning, Customer Relations
Education
Aquinas College 2001 — 2002
Master of Education (M.Ed.) (purposely stopped one class short of degree), Secondary Level State of Michigan Education and Teaching Certificate
Michigan State University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Raymond Kramer's Fifth Third Securities Experience 2009 - 2014
Job Financial Advisor, Partner at Hutchens & Kramer Investment Management Group (Wells Fargo Advisors Financial Network)
Industry Investment Management
Experience
Hutchens & Kramer Investment Management Group, LLC October 2014 - Present
Fifth Third Securities 2009 - 2014
Huntington Investment Company April 2007 - June 2009
Skills
Financial Analysis, Investments, Management, Strategic Planning, Credit, Customer Service, Leadership, Finance, Loans, Team Building, Banking, Insurance
Education
Indiana University - Kelley School of Business 2001 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
Hanover College 1995 — 1999
Bachelor of Arts (B.A.), Business Administration and Spanish
Hutchens & Kramer Investment Management Group, LLC October 2014 - Present
Fifth Third Securities 2009 - 2014
Huntington Investment Company April 2007 - June 2009
Skills
Financial Analysis, Investments, Management, Strategic Planning, Credit, Customer Service, Leadership, Finance, Loans, Team Building, Banking, Insurance
Education
Indiana University - Kelley School of Business 2001 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
Hanover College 1995 — 1999
Bachelor of Arts (B.A.), Business Administration and Spanish
Peter Mayo Peter Mayo's Fifth Third Securities Experience August 2011 - April 2014
Job Sales Representative
Industry Oil & Energy
Experience
Red Ventures June 2015 - Present
Park Sterling Bank April 2014 - May 2015
Fifth Third Securities August 2011 - April 2014
Wedbush Securities 2010 - June 2011
Duncan-Williams, Inc. May 2009 - October 2010
DEPFA-First Albany Securities March 1997 - March 2009
Skills
Investment Strategies, Wealth Management, Portfolio Management, Asset Allocation, Fixed Income, Mutual Funds, Life Insurance, Annuity Sales, Series 7, Series 63, Sales, Capital Markets, Consultative Sales..., Investments, Bonds, Securities, Bloomberg
Education
Hofstra University 1982 — 1986
BA, Psychology
Red Ventures June 2015 - Present
Park Sterling Bank April 2014 - May 2015
Fifth Third Securities August 2011 - April 2014
Wedbush Securities 2010 - June 2011
Duncan-Williams, Inc. May 2009 - October 2010
DEPFA-First Albany Securities March 1997 - March 2009
Skills
Investment Strategies, Wealth Management, Portfolio Management, Asset Allocation, Fixed Income, Mutual Funds, Life Insurance, Annuity Sales, Series 7, Series 63, Sales, Capital Markets, Consultative Sales..., Investments, Bonds, Securities, Bloomberg
Education
Hofstra University 1982 — 1986
BA, Psychology
Melissa Detrick Melissa Detrick's Fifth Third Securities Experience July 2013 - December 2014
Job Trust Officer at KeyBank
Industry Financial Services
Experience
KeyBank December 2014 - Present
Fifth Third Securities July 2013 - December 2014
Eli Lilly and Company January 2011 - June 2013
Marshall & Melhorn, LLC September 2006 - November 2010
Education
Case Western Reserve University School of Law 2003 — 2006
Doctor of Law (JD)
Ohio Wesleyan University 1998 — 2002
Bachelor of Arts (BA)
KeyBank December 2014 - Present
Fifth Third Securities July 2013 - December 2014
Eli Lilly and Company January 2011 - June 2013
Marshall & Melhorn, LLC September 2006 - November 2010
Education
Case Western Reserve University School of Law 2003 — 2006
Doctor of Law (JD)
Ohio Wesleyan University 1998 — 2002
Bachelor of Arts (BA)
Dale Puruczky Dale Puruczky's Fifth Third Securities Experience January 1996 - May 2001
Job Partner & wealth advisor serving families & corporate executives @ Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners May 2012 - Present
Lake Geauga Recovery Center 2006 - Present
No More Pies 2009 - 2013
Puruczky Wealth Management May 2004 - May 2012
Raymond James and Associates May 2001 - May 2004
Fifth Third Securities January 1996 - May 2001
Skills
Wealth Management, Financial Planning, Estate Planning, Series 7, Retirement Planning, Investment Advisory, Investments, Financial Advisory, Asset Allocation, Mutual Funds, Retirement, Series 63, Investment Strategies, Asset Managment, Wealth Management..., Securities, Strategic Financial..., Insurance, ETFs, Asset Management, Global Tactical Asset..., Quantitative Research, point and figure..., Hedge Funds, Futures, Cash Management, Family Office, Alternative Investments, Finance, Wealth, FINRA
Education
Cleveland State University 1987 — 1991
Bacherlor of Science, Finance and Financial Management Services
Cleveland State University 1987 — 1991
Finance
Stratos Wealth Partners May 2012 - Present
Lake Geauga Recovery Center 2006 - Present
No More Pies 2009 - 2013
Puruczky Wealth Management May 2004 - May 2012
Raymond James and Associates May 2001 - May 2004
Fifth Third Securities January 1996 - May 2001
Skills
Wealth Management, Financial Planning, Estate Planning, Series 7, Retirement Planning, Investment Advisory, Investments, Financial Advisory, Asset Allocation, Mutual Funds, Retirement, Series 63, Investment Strategies, Asset Managment, Wealth Management..., Securities, Strategic Financial..., Insurance, ETFs, Asset Management, Global Tactical Asset..., Quantitative Research, point and figure..., Hedge Funds, Futures, Cash Management, Family Office, Alternative Investments, Finance, Wealth, FINRA
Education
Cleveland State University 1987 — 1991
Bacherlor of Science, Finance and Financial Management Services
Cleveland State University 1987 — 1991
Finance
Peter Bielan Peter Bielan's Fifth Third Securities Experience 1985 - 2000
Job Principal at Kehrer Bielan Research & Consulting
Industry Financial Services
Experience
Kehrer Bielan - Research and Consulting April 2012 - Present
Bielan Consulting, LLC 2010 - May 2012
SunTrust Bank January 2007 - October 2010
SunTrust Investment Services June 2000 - December 2006
SunTrust Insurance Services June 2000 - December 2006
Fifth Third Securities 1985 - 2000
Merrill Lynch 1983 - 1985
Skills
Risk Management, Investments, Portfolio Management, Business Strategy, Financial Services, Strategy, Mergers & Acquisitions, Sales Management, Wealth Management, Banking, Strategic Planning, Business Analysis, Mergers, Securities, Management, Strategic Financial..., Leadership, Management Consulting, Business Planning, Insurance, Mutual Funds, Sales Process, Series 7, Financial Management, Teamwork, Change Management, Program Management, Process Improvement, Team Leadership, Business Process..., P&L Management, New Business Development, Organizational..., Coaching, Investment Advisory, Alternative Investments, Financial Analysis, Asset Allocation, Asset Managment, Retirement Planning, Wealth Management..., Finance, 401k, Problem Solving, Business Management, Investment Strategies, Investment Management, Financial Advisory
Education
Baldwin-Wallace College 1979 — 1983
B.A.
Kehrer Bielan - Research and Consulting April 2012 - Present
Bielan Consulting, LLC 2010 - May 2012
SunTrust Bank January 2007 - October 2010
SunTrust Investment Services June 2000 - December 2006
SunTrust Insurance Services June 2000 - December 2006
Fifth Third Securities 1985 - 2000
Merrill Lynch 1983 - 1985
Skills
Risk Management, Investments, Portfolio Management, Business Strategy, Financial Services, Strategy, Mergers & Acquisitions, Sales Management, Wealth Management, Banking, Strategic Planning, Business Analysis, Mergers, Securities, Management, Strategic Financial..., Leadership, Management Consulting, Business Planning, Insurance, Mutual Funds, Sales Process, Series 7, Financial Management, Teamwork, Change Management, Program Management, Process Improvement, Team Leadership, Business Process..., P&L Management, New Business Development, Organizational..., Coaching, Investment Advisory, Alternative Investments, Financial Analysis, Asset Allocation, Asset Managment, Retirement Planning, Wealth Management..., Finance, 401k, Problem Solving, Business Management, Investment Strategies, Investment Management, Financial Advisory
Education
Baldwin-Wallace College 1979 — 1983
B.A.
Eric Heymann Eric Heymann's Fifth Third Securities Experience October 2012 - February 2015
Job Premier Banker, Vice President at Suntrust Bank
Industry Banking
Experience
SunTrust March 2015 - Present
Fifth Third Securities October 2012 - February 2015
Modern Woodmen of America March 2011 - October 2012
Horace Mann 2010 - 2011
MassMutual January 2008 - January 2010
Foresters Financial Partners 2001 - 2008
The MONY Group 1998 - 2001
Education
Florida Metropolitan University 1987 — 1993
BS, Marketing/Management
FLUSHING HS
SunTrust March 2015 - Present
Fifth Third Securities October 2012 - February 2015
Modern Woodmen of America March 2011 - October 2012
Horace Mann 2010 - 2011
MassMutual January 2008 - January 2010
Foresters Financial Partners 2001 - 2008
The MONY Group 1998 - 2001
Education
Florida Metropolitan University 1987 — 1993
BS, Marketing/Management
FLUSHING HS
Scott H. Husselbee Scott H. Husselbee's Fifth Third Securities Experience August 2006 - March 2008
Job Commercial Real Estate Finance
Industry Real Estate
Experience
Self Employed September 2012 - Present
Park Sterling Bank July 2011 - August 2012
Self Employed July 2008 - June 2011
Fifth Third Securities August 2006 - March 2008
BB&T Capital Markets May 2005 - July 2006
Black Bear Companies February 1998 - May 2005
First Union National Bank October 1994 - February 1998
Skills
Asset Management, Underwriting, Special Assets, Banking, Investment Banking, CMBS, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Loan Work-outs, Real Estate Development, Real Estate Due..., Bank Due Diligence, Bank Acquisition, Commercial Real Estate..., Property Management, Special Servicing, Real Estate Financing, Real Estate Investment..., Finance, Real Estate, Asset Managment, Commercial Mortgages, Loan Origination, Asset
Education
Babson College
Bachelor of Science Degree, Accounting / Info. Systems
Loyola College in Maryland
Master of Business Administration
Self Employed September 2012 - Present
Park Sterling Bank July 2011 - August 2012
Self Employed July 2008 - June 2011
Fifth Third Securities August 2006 - March 2008
BB&T Capital Markets May 2005 - July 2006
Black Bear Companies February 1998 - May 2005
First Union National Bank October 1994 - February 1998
Skills
Asset Management, Underwriting, Special Assets, Banking, Investment Banking, CMBS, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Loan Work-outs, Real Estate Development, Real Estate Due..., Bank Due Diligence, Bank Acquisition, Commercial Real Estate..., Property Management, Special Servicing, Real Estate Financing, Real Estate Investment..., Finance, Real Estate, Asset Managment, Commercial Mortgages, Loan Origination, Asset
Education
Babson College
Bachelor of Science Degree, Accounting / Info. Systems
Loyola College in Maryland
Master of Business Administration
Mary Carol Audy Mary Carol Audy's Fifth Third Securities Experience March 2004 - June 2006
Job Caregiver Extraordinaire
Industry Financial Services
Experience
First Brokerage America, LLC September 2008 - June 2009
First American Bank / LPL Financial February 2008 - August 2008
Harris Investment Services January 2007 - February 2008
Countrywide Financial Services June 2006 - November 2006
Fifth Third Securities March 2004 - June 2006
LaSalle Financial Services July 1999 - March 2004
Citicorp Investment Services October 1993 - July 1999
Skills
Retirement Planning, Wealth Management, Banking, Investment Strategies, Series 63, Fixed Annuities, Insurance, Investments, Life Insurance, Mutual Funds, Series 7, Uniform Combined State..., Strategic Financial..., Investment Advisory, Finance, Mortgage Lending, Bonds, Retirement, 401k, Alternative Investments
Education
Bradley University 1977 — 1979
Business
First Brokerage America, LLC September 2008 - June 2009
First American Bank / LPL Financial February 2008 - August 2008
Harris Investment Services January 2007 - February 2008
Countrywide Financial Services June 2006 - November 2006
Fifth Third Securities March 2004 - June 2006
LaSalle Financial Services July 1999 - March 2004
Citicorp Investment Services October 1993 - July 1999
Skills
Retirement Planning, Wealth Management, Banking, Investment Strategies, Series 63, Fixed Annuities, Insurance, Investments, Life Insurance, Mutual Funds, Series 7, Uniform Combined State..., Strategic Financial..., Investment Advisory, Finance, Mortgage Lending, Bonds, Retirement, 401k, Alternative Investments
Education
Bradley University 1977 — 1979
Business
Jeffrey Hoff's Fifth Third Securities Experience April 2011 - Present
Job Managing Director Investment Banking Group at Fifth Third Securities
Industry Investment Banking
Experience
Fifth Third Securities April 2011 - Present
Triarch Partners 2004 - April 2011
Wachovia Capital Markets 1996 - 2003
NatWest Bank 1980 - 1996
Skills
FINRA Securities...
Education
Fordham Gabelli School of Business 1980 — 1982
MBA, Finance
Colgate University 1974 — 1978
BA, Economics
Sayville HS
Sayville HS
Fifth Third Securities April 2011 - Present
Triarch Partners 2004 - April 2011
Wachovia Capital Markets 1996 - 2003
NatWest Bank 1980 - 1996
Skills
FINRA Securities...
Education
Fordham Gabelli School of Business 1980 — 1982
MBA, Finance
Colgate University 1974 — 1978
BA, Economics
Sayville HS
Sayville HS
Gregory Anderson, CFP® Gregory Anderson, CFP®'s Fifth Third Securities Experience April 2010 - February 2012
Job Financial Professional
Industry Financial Services
Experience
Financial Professional May 2013 - Present
Four Seasons Wealth Management May 2011 - May 2013
Fifth Third Securities April 2010 - February 2012
Ameriprise Financial Services, Inc. March 2009 - April 2010
Merrill Lynch July 2007 - January 2009
Pattonville School District August 2001 - June 2007
Cuyama Joint Unified School District August 1998 - June 2001
Education
California Polytechnic State University-San Luis Obispo 1991 — 1997
Financial Professional May 2013 - Present
Four Seasons Wealth Management May 2011 - May 2013
Fifth Third Securities April 2010 - February 2012
Ameriprise Financial Services, Inc. March 2009 - April 2010
Merrill Lynch July 2007 - January 2009
Pattonville School District August 2001 - June 2007
Cuyama Joint Unified School District August 1998 - June 2001
Education
California Polytechnic State University-San Luis Obispo 1991 — 1997
Connor L. Smith's Fifth Third Securities Experience February 2013 - October 2013
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade February 2014 - Present
Fifth Third Securities February 2013 - October 2013
Edward Jones June 2009 - February 2013
Hasbro June 2008 - August 2008
Skills
Portfolio Management, Investments, Sales, Business Development, Investment Advisory, Retirement Planning, Life Insurance, Series 7, Series 66, Trading, Financial Advisory, Financial Services, Retirement
Education
Bryant University 2014 — 2015
CFP® Certification Education Program
Indiana University Bloomington 2005 — 2009
Bachelor's Degree, Marketing
East Greenwich High School 2001 — 2005
High School
Scottrade February 2014 - Present
Fifth Third Securities February 2013 - October 2013
Edward Jones June 2009 - February 2013
Hasbro June 2008 - August 2008
Skills
Portfolio Management, Investments, Sales, Business Development, Investment Advisory, Retirement Planning, Life Insurance, Series 7, Series 66, Trading, Financial Advisory, Financial Services, Retirement
Education
Bryant University 2014 — 2015
CFP® Certification Education Program
Indiana University Bloomington 2005 — 2009
Bachelor's Degree, Marketing
East Greenwich High School 2001 — 2005
High School
Alexander W. van den Berg, Sr. Alexander W. van den Berg, Sr.'s Fifth Third Securities Experience March 2005 - March 2006
Job Senior Vice President for Financial Advisory Partners, LLC at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc. March 2006 - Present
CenterState Bank Central Florida, N.A. May 2010 - April 2014
Fifth Third Securities March 2005 - March 2006
First National Bank of Florida June 2004 - March 2005
Janney Montgomery Scott LLC May 1999 - June 2004
Barnett Bank of Central Florida/Bank of America October 1983 - May 1999
Education
Florida State University 1979 — 1983
Bachelor's degree, Finance, General
NBC Securities, Inc. March 2006 - Present
CenterState Bank Central Florida, N.A. May 2010 - April 2014
Fifth Third Securities March 2005 - March 2006
First National Bank of Florida June 2004 - March 2005
Janney Montgomery Scott LLC May 1999 - June 2004
Barnett Bank of Central Florida/Bank of America October 1983 - May 1999
Education
Florida State University 1979 — 1983
Bachelor's degree, Finance, General
Keith Sessions Keith Sessions's Fifth Third Securities Experience October 2004 - March 2006
Job Sr Portfolio Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank January 2013 - Present
Academy of Model Aeronautics September 2013 - Present
Fifth Third Bank July 2011 - January 2013
U.S. Bank December 2007 - July 2011
The Wizetrade Group March 2006 - December 2007
Fifth Third Securities October 2004 - March 2006
Charles Schwab June 1990 - August 2004
Skills
Wealth Management, Series 7, Portfolio Management, Asset Allocation, Investments, Investment Advisory, Strategic Financial..., Banking, Retirement Planning, Asset Managment, Securities, Alternative Investments, Fixed Income, Hedge Funds
Education
Clemson University 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Woodward Academy
U.S. Bank January 2013 - Present
Academy of Model Aeronautics September 2013 - Present
Fifth Third Bank July 2011 - January 2013
U.S. Bank December 2007 - July 2011
The Wizetrade Group March 2006 - December 2007
Fifth Third Securities October 2004 - March 2006
Charles Schwab June 1990 - August 2004
Skills
Wealth Management, Series 7, Portfolio Management, Asset Allocation, Investments, Investment Advisory, Strategic Financial..., Banking, Retirement Planning, Asset Managment, Securities, Alternative Investments, Fixed Income, Hedge Funds
Education
Clemson University 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Woodward Academy
Tony Papuckoski, CFP®'s Fifth Third Securities Experience September 2006 - December 2007
Job Regional Vice President Mutual Fund Sales
Industry Financial Services
Experience
Keeley Asset Management September 2014 - Present
Keeley Funds February 2013 - September 2014
Cetera Financial Specialists May 2009 - February 2013
Genworth Financial February 2008 - February 2013
Fifth Third Securities September 2006 - December 2007
JPMorgan Chase & Co. June 2004 - September 2006
Sun Leasing LLC June 2003 - December 2005
Skills
Sales Presentations, Data Analysis, Investment Strategies, Retirement Income..., Financial Analysis, New Business Development, Business Planning, Client Relationship..., CRM software, Client Segmentation, Marketing Communications, Goal Oriented, Process Improvement
Education
DePaul University 2011 — 2012
Indiana University - Kelley School of Business 1999 — 2003
BS, Business
Crown Point High School 1994 — 1999
High School/Secondary Diplomas and Certificates
Sts Peter & Paul Sunday School
Keeley Asset Management September 2014 - Present
Keeley Funds February 2013 - September 2014
Cetera Financial Specialists May 2009 - February 2013
Genworth Financial February 2008 - February 2013
Fifth Third Securities September 2006 - December 2007
JPMorgan Chase & Co. June 2004 - September 2006
Sun Leasing LLC June 2003 - December 2005
Skills
Sales Presentations, Data Analysis, Investment Strategies, Retirement Income..., Financial Analysis, New Business Development, Business Planning, Client Relationship..., CRM software, Client Segmentation, Marketing Communications, Goal Oriented, Process Improvement
Education
DePaul University 2011 — 2012
Indiana University - Kelley School of Business 1999 — 2003
BS, Business
Crown Point High School 1994 — 1999
High School/Secondary Diplomas and Certificates
Sts Peter & Paul Sunday School
DeVawn Porter DeVawn Porter's Fifth Third Securities Experience March 2001 - April 2003
Job President/CEO at Bloomfield Hills Assisted Living
Industry Hospital & Health Care
Experience
Self-employed May 2007 - Present
Bloomfield Hills Assisted Living May 2007 - Present
Independent Order of Foresters January 2003 - January 2007
Fifth Third Securities March 2001 - April 2003
Skills
Alzheimer's Care, Dementia Care, Bipolar Disorder, Schizophrenia, Hospice, Palliative, &..., Elder Care, Psychiatry, Home Care, Developmental..., Long-term Care, Acute Care, Mental Health Care, Diabetes Care, Healthcare Management, Fundraising, Case Managment
Education
Eastern Michigan University
Bachelor of Science, Human Development
Self-employed May 2007 - Present
Bloomfield Hills Assisted Living May 2007 - Present
Independent Order of Foresters January 2003 - January 2007
Fifth Third Securities March 2001 - April 2003
Skills
Alzheimer's Care, Dementia Care, Bipolar Disorder, Schizophrenia, Hospice, Palliative, &..., Elder Care, Psychiatry, Home Care, Developmental..., Long-term Care, Acute Care, Mental Health Care, Diabetes Care, Healthcare Management, Fundraising, Case Managment
Education
Eastern Michigan University
Bachelor of Science, Human Development
Patrick Louise Patrick Louise's Fifth Third Securities Experience November 2007 - November 2012
Job Wealth Consultant at Fraser Wealth Management Inc
Industry Financial Services
Experience
Fraser Wealth Management, Inc November 2012 - Present
Fifth Third Securities November 2007 - November 2012
Skills
Retirement Planning, Wealth Management, Estate Planning, Financial Services, Asset Management, Wealth, Financial Advisory, Finance, Securities, Financial Planners, FINRA, Retirement, Series 7, Series 63
Education
Holy Cross College
Associate of Arts (A.A.), Business Concentration
Marian Central
Fraser Wealth Management, Inc November 2012 - Present
Fifth Third Securities November 2007 - November 2012
Skills
Retirement Planning, Wealth Management, Estate Planning, Financial Services, Asset Management, Wealth, Financial Advisory, Finance, Securities, Financial Planners, FINRA, Retirement, Series 7, Series 63
Education
Holy Cross College
Associate of Arts (A.A.), Business Concentration
Marian Central
Thomas Schuller, CFP® Thomas Schuller, CFP®'s Fifth Third Securities Experience June 2012 - Present
Job Vice President Investment Executive at Fifth Third Securities Merchandise Mart
Industry Financial Services
Experience
Fifth Third Securities June 2012 - Present
Morgan Stanley October 1996 - November 2002
Bear Stearns January 1996 - September 1996
Skills
Life Insurance, Certified Financial..., Series 7
Education
Arizona State University
BFA, BA
Kent State University
Fifth Third Securities June 2012 - Present
Morgan Stanley October 1996 - November 2002
Bear Stearns January 1996 - September 1996
Skills
Life Insurance, Certified Financial..., Series 7
Education
Arizona State University
BFA, BA
Kent State University
Karl Slavik's Fifth Third Securities Experience November 2013 - Present
Job Investment Executive at Fifth Third Securities
Industry Investment Management
Experience
Fifth Third Securities November 2013 - Present
Fifth Third Securities June 2012 - November 2013
Fifth Third Bank March 2008 - June 2012
Fifth Third Bank August 2007 - March 2008
Fifth Third Bank February 2007 - August 2007
Marion County Superior Courts July 2006 - February 2007
Education
Butler University
Master of Business Administration, Marketing
Indiana University
Bachelor of Arts, Triple; Spanish, Portuguese, and Economics
Fifth Third Securities November 2013 - Present
Fifth Third Securities June 2012 - November 2013
Fifth Third Bank March 2008 - June 2012
Fifth Third Bank August 2007 - March 2008
Fifth Third Bank February 2007 - August 2007
Marion County Superior Courts July 2006 - February 2007
Education
Butler University
Master of Business Administration, Marketing
Indiana University
Bachelor of Arts, Triple; Spanish, Portuguese, and Economics
Stephen Crissey's Fifth Third Securities Experience 2006 - 2008
Job Golf Center at The Highlands
Industry Financial Services
Experience
Salvation Army DFW Metroplex Command July 2013 - Present
Securities Expert Witness January 2012 - Present
FINRA 2008 - Present
Universtiy of Kentucky 2009 - October 2011
Fifth Third Securities 2006 - 2008
Merrill Lynch 1975 - 2006
Skills
Series 7, Retirement Planning, Securities, Alternative Investments, Strategy, FINRA, Series 63, Series 65, WealthEngine, Raiser's Edge, Wealth Engine
Education
University of Kentucky 1974 — 1975
Bachelors, Business Administration
Centre College 1971 — 1974
Salvation Army DFW Metroplex Command July 2013 - Present
Securities Expert Witness January 2012 - Present
FINRA 2008 - Present
Universtiy of Kentucky 2009 - October 2011
Fifth Third Securities 2006 - 2008
Merrill Lynch 1975 - 2006
Skills
Series 7, Retirement Planning, Securities, Alternative Investments, Strategy, FINRA, Series 63, Series 65, WealthEngine, Raiser's Edge, Wealth Engine
Education
University of Kentucky 1974 — 1975
Bachelors, Business Administration
Centre College 1971 — 1974
John P. Steele John P. Steele's Fifth Third Securities Experience July 2003 - September 2009
Job Currently a title examiner, I have experience as a paralegal; IT support; insurance & financial services.
Industry Legal Services
Experience
TECHNETITLE November 2012 - Present
Buechner Haffer Meyers & Koenig Co., L.P.A. August 2011 - November 2012
Buechner Haffer Meyers and Koenig Co., LPA June 2011 - August 2011
JPMorgan Chase September 2009 - September 2010
Fifth Third Securities July 2003 - September 2009
Allstate Insurance Company May 2002 - July 2003
IVANS, Inc May 2000 - May 2002
Additional Work History January 1983 - May 2000
Skills
Legal Research, Compliance, Insurance, Microsoft Office, Customer Relations, Writing
Education
Ball State University 1984 — 1985
Master of Arts (MA), Executive Development for Public Service
The Ohio State University 1978 — 1982
BA, Journalism
University of Cincinnati, Clermont 2010 — 2011
Post Baccalaureate Professional Certificate, Paralegal Technology
TECHNETITLE November 2012 - Present
Buechner Haffer Meyers & Koenig Co., L.P.A. August 2011 - November 2012
Buechner Haffer Meyers and Koenig Co., LPA June 2011 - August 2011
JPMorgan Chase September 2009 - September 2010
Fifth Third Securities July 2003 - September 2009
Allstate Insurance Company May 2002 - July 2003
IVANS, Inc May 2000 - May 2002
Additional Work History January 1983 - May 2000
Skills
Legal Research, Compliance, Insurance, Microsoft Office, Customer Relations, Writing
Education
Ball State University 1984 — 1985
Master of Arts (MA), Executive Development for Public Service
The Ohio State University 1978 — 1982
BA, Journalism
University of Cincinnati, Clermont 2010 — 2011
Post Baccalaureate Professional Certificate, Paralegal Technology
Jacob Girouard Jacob Girouard's Fifth Third Securities Experience 2001 - 2006
Job
Industry Financial Services
Experience
LPL Financial, Lizton Financial Services 2006 - Present
Fifth Third Securities 2001 - 2006
SMW Trading Company, Inc. 1997 - 2001
Skills
401k Rollovers, Financial Analysis, Asset Allocation, Series 63, Mutual Funds, 401k, Series 7, Wealth Management, Investments, Retirement Planning, Series 6, Series 66, Value Investing
Education
College for Financial Planning 2008 — 2010
Certified Financial Planning
Miami University 1993 — 1997
Bachelor of Science
LPL Financial, Lizton Financial Services 2006 - Present
Fifth Third Securities 2001 - 2006
SMW Trading Company, Inc. 1997 - 2001
Skills
401k Rollovers, Financial Analysis, Asset Allocation, Series 63, Mutual Funds, 401k, Series 7, Wealth Management, Investments, Retirement Planning, Series 6, Series 66, Value Investing
Education
College for Financial Planning 2008 — 2010
Certified Financial Planning
Miami University 1993 — 1997
Bachelor of Science
Kevin Mertz Kevin Mertz's Fifth Third Securities Experience July 2011 - July 2015
Job Wealth Management Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2015 - Present
Fifth Third Securities July 2011 - July 2015
Fifth Third Bank June 2011 - July 2015
New York Life August 2010 - June 2011
Illinois and Florida School Systems August 2002 - August 2010
Skills
Investments, Fixed Annuities, Financial Services, Insurance, Series 7, Financial Planning, Finance, Strategy, Variable Annuities, Wealth Transfer, Wealth Management
Education
DePaul University 2003 — 2006
Masters in Education, Social Sciences
Kalamazoo College 1996 — 2000
BA, Political Science
Oak Park River Forest High School 1992 — 1996
High School Diploma
TIAA-CREF July 2015 - Present
Fifth Third Securities July 2011 - July 2015
Fifth Third Bank June 2011 - July 2015
New York Life August 2010 - June 2011
Illinois and Florida School Systems August 2002 - August 2010
Skills
Investments, Fixed Annuities, Financial Services, Insurance, Series 7, Financial Planning, Finance, Strategy, Variable Annuities, Wealth Transfer, Wealth Management
Education
DePaul University 2003 — 2006
Masters in Education, Social Sciences
Kalamazoo College 1996 — 2000
BA, Political Science
Oak Park River Forest High School 1992 — 1996
High School Diploma
Russell Towle Russell Towle's Fifth Third Securities Experience November 2006 - December 2007
Job VP, Branch Manager at Charles Schwab
Industry Investment Management
Experience
Charles Schwab August 2012 - Present
SunTrust Investment Services January 2007 - April 2012
Fifth Third Securities November 2006 - December 2007
Charles Schwab 2003 - 2004
Skills
Series 7, Series 24, Mutual Funds, Investment Advisory, Series 63, Series 65, Wealth Management, Asset Allocation, Team Leadership, Investment Strategies, Investments, FINRA, Uniform Combined State..., Investment Sales, Financial Services, Banking, Retirement Planning, Asset Management, Securities, Retirement, Private Banking, Relationship Management, Portfolio Management, Financial Advisory, Strategic Financial..., Alternative Investments, Wealth Management..., 401k, Bonds, Fixed Annuities, Investment Management
Education
Ferris State University
BS Applied Biology
Western Michigan University
MBA
Charles Schwab August 2012 - Present
SunTrust Investment Services January 2007 - April 2012
Fifth Third Securities November 2006 - December 2007
Charles Schwab 2003 - 2004
Skills
Series 7, Series 24, Mutual Funds, Investment Advisory, Series 63, Series 65, Wealth Management, Asset Allocation, Team Leadership, Investment Strategies, Investments, FINRA, Uniform Combined State..., Investment Sales, Financial Services, Banking, Retirement Planning, Asset Management, Securities, Retirement, Private Banking, Relationship Management, Portfolio Management, Financial Advisory, Strategic Financial..., Alternative Investments, Wealth Management..., 401k, Bonds, Fixed Annuities, Investment Management
Education
Ferris State University
BS Applied Biology
Western Michigan University
MBA
Danielle Pizur Danielle Pizur's Fifth Third Securities Experience June 2013 - December 2013
Job Treasury Management Sales Associate
Industry Banking
Experience
Fifth Third Bank November 2014 - Present
Fifth Third Bank December 2013 - Present
Fifth Third Securities June 2013 - December 2013
Fifth Third Bank January 2011 - January 2012
Allendale Association September 2005 - February 2009
Skills
Banking
Education
Dominican University 2008 — 2010
Masters, Education
Northern Illinois University 2002 — 2005
B.A., Politics, Criminal Justice
Fifth Third Bank November 2014 - Present
Fifth Third Bank December 2013 - Present
Fifth Third Securities June 2013 - December 2013
Fifth Third Bank January 2011 - January 2012
Allendale Association September 2005 - February 2009
Skills
Banking
Education
Dominican University 2008 — 2010
Masters, Education
Northern Illinois University 2002 — 2005
B.A., Politics, Criminal Justice
Matt Edmiston Matt Edmiston's Fifth Third Securities Experience September 1999 - November 2008
Job Partner / Financial Consultant, Focus Wealth Management
Industry Financial Services
Experience
Focus Wealth Management LLC November 2008 - Present
McAuley High School May 2014 - May 2015
Oak Hills High School June 2012 - June 2014
Taylor High School April 2009 - May 2011
Fifth Third Securities September 1999 - November 2008
Skills
Estate Planning, Financial Services, Retirement, Investments, Insurance, Risk Management, Strategic Financial..., Financial Planners, Asset Managment, Portfolio Management, Budgets, Financial Analysis, Sales, Series 7, Equities, Strategic Planning, New Business Development, Wealth Management, Retirement Planning, Financial Advisory, Life Insurance, 401k
Education
Bowling Green State University 1994 — 1998
Business, Marketing
Elder 1990 — 1994
Focus Wealth Management LLC November 2008 - Present
McAuley High School May 2014 - May 2015
Oak Hills High School June 2012 - June 2014
Taylor High School April 2009 - May 2011
Fifth Third Securities September 1999 - November 2008
Skills
Estate Planning, Financial Services, Retirement, Investments, Insurance, Risk Management, Strategic Financial..., Financial Planners, Asset Managment, Portfolio Management, Budgets, Financial Analysis, Sales, Series 7, Equities, Strategic Planning, New Business Development, Wealth Management, Retirement Planning, Financial Advisory, Life Insurance, 401k
Education
Bowling Green State University 1994 — 1998
Business, Marketing
Elder 1990 — 1994
Zeb Jackson Zeb Jackson's Fifth Third Securities Experience 2002 - 2010
Job Wealth Accumulation, Protection, Preservation and Transfer
Industry Financial Services
Experience
Citizens Financial Group, Inc. October 2012 - Present
Fifth Third Securities 2002 - 2010
Education
Bowling Green State University 1989 — 1994
Citizens Financial Group, Inc. October 2012 - Present
Fifth Third Securities 2002 - 2010
Education
Bowling Green State University 1989 — 1994
Marques Parks Marques Parks's Fifth Third Securities Experience November 2014 - July 2015
Job Relationship Banker with JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2015 - Present
Fifth Third Bank November 2012 - Present
Fifth Third Securities November 2014 - July 2015
Fifth Third Bank December 2011 - November 2012
Hatch Mott MacDonald February 2009 - December 2011
Skills
Microsoft Excel, Customer Service, Banking, Teamwork, Time Management, Public Speaking, Loans, Integrity, Personal Finance, Financial Analysis, Consultative Selling..., Cold Calling
Education
Bowling Green State University 2004 — 2008
Bachelor of Science (B.S.), Exercise Physiology
South Fayette High School 2000 — 2004
JPMorgan Chase & Co. July 2015 - Present
Fifth Third Bank November 2012 - Present
Fifth Third Securities November 2014 - July 2015
Fifth Third Bank December 2011 - November 2012
Hatch Mott MacDonald February 2009 - December 2011
Skills
Microsoft Excel, Customer Service, Banking, Teamwork, Time Management, Public Speaking, Loans, Integrity, Personal Finance, Financial Analysis, Consultative Selling..., Cold Calling
Education
Bowling Green State University 2004 — 2008
Bachelor of Science (B.S.), Exercise Physiology
South Fayette High School 2000 — 2004
Alexandra Moran Alexandra Moran's Fifth Third Securities Experience 2006 - 2008
Job Branch Manager, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial 2009 - Present
Purdue University Calumet 2011 - Present
Purdue University Calumet 2009 - Present
Taltree Arboretum and Gardens April 2012 - Present
Saint Xavier University 2011 - 2013
Housing Opportunities for Women April 2008 - July 2011
Fifth Third Securities 2006 - 2008
Merrill Lynch 2005 - 2006
Alderman Flores 2003 - 2005
Education
University of Illinois at Chicago 2001 — 2003
Masters
Hope College 1997 — 2001
Bachelors, Social Work
Ameriprise Financial 2009 - Present
Purdue University Calumet 2011 - Present
Purdue University Calumet 2009 - Present
Taltree Arboretum and Gardens April 2012 - Present
Saint Xavier University 2011 - 2013
Housing Opportunities for Women April 2008 - July 2011
Fifth Third Securities 2006 - 2008
Merrill Lynch 2005 - 2006
Alderman Flores 2003 - 2005
Education
University of Illinois at Chicago 2001 — 2003
Masters
Hope College 1997 — 2001
Bachelors, Social Work
Colin Baker Colin Baker's Fifth Third Securities Experience June 2015 - Present
Job Investment Banking Analyst at Fifth Third Securities
Industry Investment Banking
Experience
Fifth Third Securities June 2015 - Present
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Science (M.S.), Business Administration and Management, General
Penn State University 2011 — 2014
Bachelor of Science (BS), Economics
University of Pennsylvania 2010 — 2011
Haddonfield Memorial 2006 — 2010
Fifth Third Securities June 2015 - Present
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master of Science (M.S.), Business Administration and Management, General
Penn State University 2011 — 2014
Bachelor of Science (BS), Economics
University of Pennsylvania 2010 — 2011
Haddonfield Memorial 2006 — 2010
Grant Bushue Grant Bushue's Fifth Third Securities Experience February 2013 - Present
Job Investment Executive
Industry Financial Services
Experience
Fifth Third Securities February 2013 - Present
Education
Eastern Illinois University 2007 — 2009
BS
Lake Land College 2005 — 2007
Bachelor of Business Administration (B.B.A.)
Effingham St. Anthony
Fifth Third Securities February 2013 - Present
Education
Eastern Illinois University 2007 — 2009
BS
Lake Land College 2005 — 2007
Bachelor of Business Administration (B.B.A.)
Effingham St. Anthony
Jeff Zylstra Jeff Zylstra's Fifth Third Securities Experience April 2002 - July 2015
Job Managing Director at Stifel
Industry Investment Banking
Experience
Stifel, Nicolaus & Company, Incorporated July 2015 - Present
Fifth Third Securities April 2002 - July 2015
A.G. Edwards & Sons, Inc. May 1998 - April 2002
Education
Hope College 1994 — 1998
Bachelor of Arts (B.A.), Economics
Stifel, Nicolaus & Company, Incorporated July 2015 - Present
Fifth Third Securities April 2002 - July 2015
A.G. Edwards & Sons, Inc. May 1998 - April 2002
Education
Hope College 1994 — 1998
Bachelor of Arts (B.A.), Economics
Bill Strausbaugh Bill Strausbaugh's Fifth Third Securities Experience June 2014 - Present
Job Investment Banking Analyst at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities June 2014 - Present
KPMG January 2013 - March 2013
Appalachian State University August 2011 - December 2012
Bowden Investment Group August 2011 - May 2012
CFA Institute Research Challenge September 2011 - April 2012
Appalachian State University February 2010 - August 2011
Appalachian State University August 2010 - May 2011
Appalachian State University September 2009 - May 2011
Education
Wake Forest University 2013 — 2014
Master of Accounting
Appalachian State University 2009 — 2012
B.S.B.A., Accounting, Finance & Banking
Walter M. Williams High School 2005 — 2009
High School
Fifth Third Securities June 2014 - Present
KPMG January 2013 - March 2013
Appalachian State University August 2011 - December 2012
Bowden Investment Group August 2011 - May 2012
CFA Institute Research Challenge September 2011 - April 2012
Appalachian State University February 2010 - August 2011
Appalachian State University August 2010 - May 2011
Appalachian State University September 2009 - May 2011
Education
Wake Forest University 2013 — 2014
Master of Accounting
Appalachian State University 2009 — 2012
B.S.B.A., Accounting, Finance & Banking
Walter M. Williams High School 2005 — 2009
High School
Carrie Lynn Turk Carrie Lynn Turk's Fifth Third Securities Experience September 2008 - April 2009
Job Client Development Advisor/Wealth Management Group
Industry Banking
Experience
Stock Yards Bank & Trust March 2015 - Present
The Weston Group Inc August 2014 - August 2015
Fifth Third Securities September 2008 - April 2009
U.S. Bank 2006 - 2008
U.S. Bank April 1998 - June 2006
Fifth Third Bank 2005 - 2006
Skills
Sales Management, Client Relations Skills, Team Leadership, Financial Analysis, Team Building, Pediatric occupational..., School based therapy, home modifications for..., Autism Spectrum..., Money Management, Banking, Relationship Management, Visionary, Evidence based practice, Analytic Problem Solving, Forward Thinking, Budget Forecasts, Training, Occupational Therapy, Management, Sales, Leadership
Education
Florida State University
Certified financial planner
Spalding University
Master's Degree, Occupational Therapy/Therapist, 4.0
Sullivan University 2010 — 2010
Master of Business Administration (MBA), Health/Health Care Administration/Management, 4.0 GPA
University of Louisville 2009 — 2010
Bachelor of Science (BS), Biochemistry
Sullivan University 1998 — 2002
Bachelor of Science (BS), Accounting
Stock Yards Bank & Trust March 2015 - Present
The Weston Group Inc August 2014 - August 2015
Fifth Third Securities September 2008 - April 2009
U.S. Bank 2006 - 2008
U.S. Bank April 1998 - June 2006
Fifth Third Bank 2005 - 2006
Skills
Sales Management, Client Relations Skills, Team Leadership, Financial Analysis, Team Building, Pediatric occupational..., School based therapy, home modifications for..., Autism Spectrum..., Money Management, Banking, Relationship Management, Visionary, Evidence based practice, Analytic Problem Solving, Forward Thinking, Budget Forecasts, Training, Occupational Therapy, Management, Sales, Leadership
Education
Florida State University
Certified financial planner
Spalding University
Master's Degree, Occupational Therapy/Therapist, 4.0
Sullivan University 2010 — 2010
Master of Business Administration (MBA), Health/Health Care Administration/Management, 4.0 GPA
University of Louisville 2009 — 2010
Bachelor of Science (BS), Biochemistry
Sullivan University 1998 — 2002
Bachelor of Science (BS), Accounting
David Ashcraft David Ashcraft's Fifth Third Securities Experience May 2013 - December 2014
Job Risk Management
Industry Banking
Experience
Fifth Third Bank December 2014 - Present
Fifth Third Securities May 2013 - December 2014
Fifth Third Bank August 2012 - May 2013
Skills
Financial Analysis, Econometrics, R, SAS, Microsoft Office, Financial Modeling, Communication, Team Leadership, Business Planning, Problem Solving
Education
University of Cincinnati 2013 — 2015
Master's degree, Applied Economics
Central Michigan University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Fifth Third Bank December 2014 - Present
Fifth Third Securities May 2013 - December 2014
Fifth Third Bank August 2012 - May 2013
Skills
Financial Analysis, Econometrics, R, SAS, Microsoft Office, Financial Modeling, Communication, Team Leadership, Business Planning, Problem Solving
Education
University of Cincinnati 2013 — 2015
Master's degree, Applied Economics
Central Michigan University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Darrick Hutchens, CFP® Darrick Hutchens, CFP®'s Fifth Third Securities Experience 2009 - October 2014
Job CFP® Specializing in Retirement Plans, Financial Planning and Investment Management
Industry Investment Management
Experience
Wells Fargo Advisors - Hutchens & Kramer Investment Management Group October 2014 - Present
Fifth Third Securities 2009 - October 2014
JPMorgan Chase 2006 - 2009
Prudential Financial January 2002 - December 2006
Education
Grand Canyon University
Bachelor of Business Administration, Finance and Marketing
Wells Fargo Advisors - Hutchens & Kramer Investment Management Group October 2014 - Present
Fifth Third Securities 2009 - October 2014
JPMorgan Chase 2006 - 2009
Prudential Financial January 2002 - December 2006
Education
Grand Canyon University
Bachelor of Business Administration, Finance and Marketing
Barbara Rodgers Barbara Rodgers's Fifth Third Securities Experience May 1993 - December 1994
Job Nutrition Consultant at Nutrition Life Strategies
Industry Health, Wellness and Fitness
Experience
Nutrition Life Strategies May 2015 - Present
Hawthorn University August 2013 - May 2015
Bright Trading, LLC December 2008 - March 2010
SunGard Data Systems, Inc. May 2005 - July 2006
Countrywide August 2003 - May 2005
Countrywide Bank 2003 - 2005
Sanchez Computer Associates March 2000 - September 2001
Fiserv January 1995 - August 1999
Fifth Third Securities May 1993 - December 1994
Key Bank December 1987 - May 1993
Skills
Management, Contract Negotiation, Leadership, Investments, Business Strategy, Financial Services, Series 7, Account Management, Business Planning, Sales, Start-ups, Entrepreneurship, Sales Management, New Business Development, Strategic Planning, Public Speaking
Education
Hawthorn University 2013 — 2015
Certified Nutrition Counselor, Holistic Nutrition
National Association of Securities Dealers 1980 — 1986
Securities
College of Lake County 1975 — 1976
Computer Science
Nutrition Life Strategies May 2015 - Present
Hawthorn University August 2013 - May 2015
Bright Trading, LLC December 2008 - March 2010
SunGard Data Systems, Inc. May 2005 - July 2006
Countrywide August 2003 - May 2005
Countrywide Bank 2003 - 2005
Sanchez Computer Associates March 2000 - September 2001
Fiserv January 1995 - August 1999
Fifth Third Securities May 1993 - December 1994
Key Bank December 1987 - May 1993
Skills
Management, Contract Negotiation, Leadership, Investments, Business Strategy, Financial Services, Series 7, Account Management, Business Planning, Sales, Start-ups, Entrepreneurship, Sales Management, New Business Development, Strategic Planning, Public Speaking
Education
Hawthorn University 2013 — 2015
Certified Nutrition Counselor, Holistic Nutrition
National Association of Securities Dealers 1980 — 1986
Securities
College of Lake County 1975 — 1976
Computer Science
Dylan Hernandez's Fifth Third Securities Experience October 2010 - April 2015
Job Financial Services Professional
Industry Financial Services
Experience
Citi April 2015 - Present
Fifth Third Securities October 2010 - April 2015
Raymond James Financial September 2008 - October 2010
Midwest Financial & Investment Services / Raymond James November 2005 - September 2008
Falcon Capital Partners, LLC October 1999 - November 2002
Superior Bank April 1998 - September 1999
Skills
Series 7, Life & Health Insurance..., Series 24, Series 66, Relationship Management, Financial Modeling, Separately Managed..., Wealth Management..., Series 63
Education
California State University-Sacramento
Dale Carnegie
Citi April 2015 - Present
Fifth Third Securities October 2010 - April 2015
Raymond James Financial September 2008 - October 2010
Midwest Financial & Investment Services / Raymond James November 2005 - September 2008
Falcon Capital Partners, LLC October 1999 - November 2002
Superior Bank April 1998 - September 1999
Skills
Series 7, Life & Health Insurance..., Series 24, Series 66, Relationship Management, Financial Modeling, Separately Managed..., Wealth Management..., Series 63
Education
California State University-Sacramento
Dale Carnegie
Ryan Leben, CFP® Ryan Leben, CFP®'s Fifth Third Securities Experience October 2010 - December 2012
Job Senior Sales Consultant
Industry Pharmaceuticals
Experience
Pharmaceuticals February 2014 - Present
Senior Pharmaceutical Sales Professional February 2014 - Present
SunTrust Investment Services December 2012 - August 2013
Fifth Third Securities October 2010 - December 2012
Fifth Third Bank November 2007 - October 2010
Skills
Cash Flow, Municipal Bonds, Retirement Planning, Financial Advisory, Series 7, Wealth Management, Investment Advisory, Strategic Financial..., Mutual Funds, Series 63, Asset Allocation, Investments, Investment Strategies, Retirement, Portfolio Management, Series 65, Securities, Estate Planning, Investment Management, Series 24
Education
Florida Gulf Coast University 2003 — 2007
Business Management, Management, Finance
Florida Gulf Coast University 2002 — 2007
Bachelor of Business Administration (B.B.A.), Management/Finance
Pharmaceuticals February 2014 - Present
Senior Pharmaceutical Sales Professional February 2014 - Present
SunTrust Investment Services December 2012 - August 2013
Fifth Third Securities October 2010 - December 2012
Fifth Third Bank November 2007 - October 2010
Skills
Cash Flow, Municipal Bonds, Retirement Planning, Financial Advisory, Series 7, Wealth Management, Investment Advisory, Strategic Financial..., Mutual Funds, Series 63, Asset Allocation, Investments, Investment Strategies, Retirement, Portfolio Management, Series 65, Securities, Estate Planning, Investment Management, Series 24
Education
Florida Gulf Coast University 2003 — 2007
Business Management, Management, Finance
Florida Gulf Coast University 2002 — 2007
Bachelor of Business Administration (B.B.A.), Management/Finance
Peter Arethas Peter Arethas's Fifth Third Securities Experience March 2015 - Present
Job Fifth Third Securities Area Investment Manager
Industry Financial Services
Experience
Fifth Third Securities March 2015 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2006
MBA, Financial Analysis
Indiana University - Kelley School of Business 1988 — 1993
B.S., Business Economics
Fifth Third Securities March 2015 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2006
MBA, Financial Analysis
Indiana University - Kelley School of Business 1988 — 1993
B.S., Business Economics
Matt Broughton's Fifth Third Securities Experience January 2002 - October 2008
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2008 - Present
Fifth Third Securities January 2002 - October 2008
Fifth Third Bank 1997 - 1999
Skills
Retirement Planning, Securities
Education
DePaul University 2007 — 2008
Certificate Program in Financial Planning
DePauw University 1993 — 1997
Economics & Communications
Pendleton Heights High School 1989 — 1992
Wells Fargo Advisors, LLC October 2008 - Present
Fifth Third Securities January 2002 - October 2008
Fifth Third Bank 1997 - 1999
Skills
Retirement Planning, Securities
Education
DePaul University 2007 — 2008
Certificate Program in Financial Planning
DePauw University 1993 — 1997
Economics & Communications
Pendleton Heights High School 1989 — 1992
Wendy Flaherty Wendy Flaherty's Fifth Third Securities Experience November 2011 - June 2013
Job In Transition, MBA, Consultant
Industry Financial Services
Experience
Lincolnwood School District 74 June 2015 - August 2015
Wood Dale School District 7 July 2013 - June 2015
Fifth Third Securities November 2011 - June 2013
First Trust Portfolios, L.P. 2005 - 2011
Fifth Third Bank 2002 - 2004
Norstan Financial Services 1991 - 2002
Gary Wheaton Bank, TCF, and First Illinois Bank January 1982 - January 1991
Skills
New Business Development, Financial Analysis, Investment Banking, Bonds, Debt Structuring, Credit Assessment, Analysis, Debt, Underwriting, Finance, Leadership, Management
Education
Elmhurst College 2013 — 2015
Master of Business Administration (M.B.A.), Graduation January 2015, 3.95
Elmhurst College 1983 — 1986
BS, Finance and Mathematics; Economics
Central College 1981 — 1982
Math and Chemistry
West Chicago High School
Lincolnwood School District 74 June 2015 - August 2015
Wood Dale School District 7 July 2013 - June 2015
Fifth Third Securities November 2011 - June 2013
First Trust Portfolios, L.P. 2005 - 2011
Fifth Third Bank 2002 - 2004
Norstan Financial Services 1991 - 2002
Gary Wheaton Bank, TCF, and First Illinois Bank January 1982 - January 1991
Skills
New Business Development, Financial Analysis, Investment Banking, Bonds, Debt Structuring, Credit Assessment, Analysis, Debt, Underwriting, Finance, Leadership, Management
Education
Elmhurst College 2013 — 2015
Master of Business Administration (M.B.A.), Graduation January 2015, 3.95
Elmhurst College 1983 — 1986
BS, Finance and Mathematics; Economics
Central College 1981 — 1982
Math and Chemistry
West Chicago High School
Matt Rusche Matt Rusche's Fifth Third Securities Experience February 2014 - Present
Job Investment Executive Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Securities February 2014 - Present
Fifth Third Bank April 2010 - February 2014
New England Financial April 2008 - March 2010
Skills
Financial Services, Retirement Planning, Financial Planning, Investments, Wealth Preservation, Long Term Care Insurance, Life Insurance, Wealth Management, Estate Planning, Disability Insurance, Wealth Transfer, Banking, 401k Rollovers, Buy-sell Agreements, Customer Service, Finance, Credit, Loans
Education
Grand Valley State University
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Fifth Third Securities February 2014 - Present
Fifth Third Bank April 2010 - February 2014
New England Financial April 2008 - March 2010
Skills
Financial Services, Retirement Planning, Financial Planning, Investments, Wealth Preservation, Long Term Care Insurance, Life Insurance, Wealth Management, Estate Planning, Disability Insurance, Wealth Transfer, Banking, 401k Rollovers, Buy-sell Agreements, Customer Service, Finance, Credit, Loans
Education
Grand Valley State University
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Bryan Filson's Fifth Third Securities Experience January 2009 - April 2012
Job VP, Director of Client Services at Nova Wealth Management, Inc.
Industry Financial Services
Experience
Nova Wealth Management, Inc. May 2012 - Present
Fifth Third Securities January 2009 - April 2012
Fifth Third Bank July 2007 - April 2012
Bank of America May 2005 - April 2007
Skills
Finance, Insurance, Wealth Management, Small Business Lending, Financial Advisory, Private Banking, Mortgage Banking, Branch Management, High Net Worth..., Home Equity Loans, Home Equity, Retirement Planning, Financial Services, Notary Public, Strategic Financial..., Customer-focused Service, Long-term Care, Series 63, NMLS Lending, Loans, Retail Banking, client development, Portfolio Management, Retirement, Series 7
Education
Bentley University
BS, Finance
Nova Wealth Management, Inc. May 2012 - Present
Fifth Third Securities January 2009 - April 2012
Fifth Third Bank July 2007 - April 2012
Bank of America May 2005 - April 2007
Skills
Finance, Insurance, Wealth Management, Small Business Lending, Financial Advisory, Private Banking, Mortgage Banking, Branch Management, High Net Worth..., Home Equity Loans, Home Equity, Retirement Planning, Financial Services, Notary Public, Strategic Financial..., Customer-focused Service, Long-term Care, Series 63, NMLS Lending, Loans, Retail Banking, client development, Portfolio Management, Retirement, Series 7
Education
Bentley University
BS, Finance
Matthew Hackett Matthew Hackett's Fifth Third Securities Experience September 2013 - May 2015
Job Senior Personal Banker at BMO Harris Bank
Industry Banking
Experience
Fifth Third Securities September 2013 - May 2015
Fifth Third Bank October 2009 - May 2015
George Cairo Engineering 2008 - 2008
United Engineering Group 2007 - 2008
Ruettiger, Tonelli, and Associates May 2005 - April 2007
Skills
Consumer Lending, Series 6, Series 63, Life & Health Insurance...
Education
Bradley University 2000 — 2005
Bachelor of Science, Civil Engineering
Fifth Third Securities September 2013 - May 2015
Fifth Third Bank October 2009 - May 2015
George Cairo Engineering 2008 - 2008
United Engineering Group 2007 - 2008
Ruettiger, Tonelli, and Associates May 2005 - April 2007
Skills
Consumer Lending, Series 6, Series 63, Life & Health Insurance...
Education
Bradley University 2000 — 2005
Bachelor of Science, Civil Engineering
Chelly Joseph Bielecki CRPC Chelly Joseph Bielecki CRPC's Fifth Third Securities Experience March 2012 - March 2013
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC April 2013 - Present
Fifth Third Securities March 2012 - March 2013
Merrill Lynch October 2006 - March 2012
Lydian Data Services July 2004 - October 2005
Bank of America June 2002 - July 2004
Skills
Small Business, Wealth Management, Retirement Planning, Leadership, Mortgage Lending, Retirement, Financial Advisory, Loans, Marketing, Customer Satisfaction, IRAs, 401k, Finance, Team Building, Customer Service, Public Speaking, Sales, Management
Education
Florida Atlantic University 2004 — 2006
Bachelors of Business Administration, Finance
Broward Community College 2001 — 2004
Associate of Arts, Business Administration
VALIC April 2013 - Present
Fifth Third Securities March 2012 - March 2013
Merrill Lynch October 2006 - March 2012
Lydian Data Services July 2004 - October 2005
Bank of America June 2002 - July 2004
Skills
Small Business, Wealth Management, Retirement Planning, Leadership, Mortgage Lending, Retirement, Financial Advisory, Loans, Marketing, Customer Satisfaction, IRAs, 401k, Finance, Team Building, Customer Service, Public Speaking, Sales, Management
Education
Florida Atlantic University 2004 — 2006
Bachelors of Business Administration, Finance
Broward Community College 2001 — 2004
Associate of Arts, Business Administration
Rose Stark's Fifth Third Securities Experience April 2014 - Present
Job Senior Associate at Fifth Third Securities
Industry Banking
Experience
Fifth Third Securities April 2014 - Present
Fifth Third Securities May 2012 - April 2014
Fifth Third Securities September 2004 - May 2012
Fifth Third Bank August 2003 - September 2004
Skills
Public Finance, Financial Analysis, Bonds, Series 7, Series 63, Credit, Investments, Banking, Credit Analysis, Financial Modeling, Finance, Bloomberg, Securities, Portfolio Management, Cash Management, Treasury Management, Capital Markets, Sales
Education
Indiana University - Kelley School of Business 2007 — 2010
MBA, Finance and Accounting
Franklin College 1999 — 2003
Bachelors, Management, Finance and Economics
Fifth Third Securities April 2014 - Present
Fifth Third Securities May 2012 - April 2014
Fifth Third Securities September 2004 - May 2012
Fifth Third Bank August 2003 - September 2004
Skills
Public Finance, Financial Analysis, Bonds, Series 7, Series 63, Credit, Investments, Banking, Credit Analysis, Financial Modeling, Finance, Bloomberg, Securities, Portfolio Management, Cash Management, Treasury Management, Capital Markets, Sales
Education
Indiana University - Kelley School of Business 2007 — 2010
MBA, Finance and Accounting
Franklin College 1999 — 2003
Bachelors, Management, Finance and Economics
Elisa Jones Elisa Jones's Fifth Third Securities Experience May 2014 - Present
Job Licensed Investment Support Specialist II at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities May 2014 - Present
Fifth Third Securities July 2011 - May 2014
Fifth Third Bank January 2011 - May 2014
Clearview Financial Group, LLC. September 2003 - December 2010
First Investors Corporation 2000 - 2003
Skills
Client Acquisition, Wealth Management, Client Retention, Retirement Planning, Investments, Series 6, Series 63, Mutual Funds, Life Insurance, Strategic Financial..., Insurance, Banking, Retirement, Financial Advisory, Fixed Annuities, Financial Analysis
Education
Alabama Agricultural and Mechanical University 1996 — 2000
Bachelor's of Science, Finance
Tennessee State University 2001 — 2003
Master's, Business Administration
Fifth Third Securities May 2014 - Present
Fifth Third Securities July 2011 - May 2014
Fifth Third Bank January 2011 - May 2014
Clearview Financial Group, LLC. September 2003 - December 2010
First Investors Corporation 2000 - 2003
Skills
Client Acquisition, Wealth Management, Client Retention, Retirement Planning, Investments, Series 6, Series 63, Mutual Funds, Life Insurance, Strategic Financial..., Insurance, Banking, Retirement, Financial Advisory, Fixed Annuities, Financial Analysis
Education
Alabama Agricultural and Mechanical University 1996 — 2000
Bachelor's of Science, Finance
Tennessee State University 2001 — 2003
Master's, Business Administration
Adrian Mendieta Adrian Mendieta's Fifth Third Securities Experience July 2013 - August 2015
Job Vice President / Branch Manager at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank August 2015 - Present
Fifth Third Bank July 2013 - August 2015
Fifth Third Securities July 2013 - August 2015
Sigue Corporation October 2012 - June 2013
ACCION Chicago February 2012 - October 2012
Citibank October 2002 - November 2011
Neustar January 2001 - October 2002
Harris Bank January 1999 - January 2001
Skills
Credit, Commercial Lending, Loans, Small Business Lending, Banking, Consumer Lending, Commercial Banking, Credit Analysis, Treasury Management, Mortgage Lending, Mortgage Banking, Relationship Management, Financial Services, Credit Risk, Retail Banking, AML, Loan Origination, Cash Management, Finance, Bank Secrecy Act, Refinance, Anti Money Laundering, New Business Development, SBA
Education
Aurora University 2010 — 2015
Robert Morris College 1995 — 1997
BS
BMO Harris Bank August 2015 - Present
Fifth Third Bank July 2013 - August 2015
Fifth Third Securities July 2013 - August 2015
Sigue Corporation October 2012 - June 2013
ACCION Chicago February 2012 - October 2012
Citibank October 2002 - November 2011
Neustar January 2001 - October 2002
Harris Bank January 1999 - January 2001
Skills
Credit, Commercial Lending, Loans, Small Business Lending, Banking, Consumer Lending, Commercial Banking, Credit Analysis, Treasury Management, Mortgage Lending, Mortgage Banking, Relationship Management, Financial Services, Credit Risk, Retail Banking, AML, Loan Origination, Cash Management, Finance, Bank Secrecy Act, Refinance, Anti Money Laundering, New Business Development, SBA
Education
Aurora University 2010 — 2015
Robert Morris College 1995 — 1997
BS
Brian Dunkin's Fifth Third Securities Experience December 2010 - April 2012
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Fifth Third Securities December 2010 - April 2012
Wallington Asset Management August 2009 - December 2010
Alliance Bernstein November 2007 - June 2009
Edward Jones Investments January 2004 - October 2007
Lord Abbett & Co January 2002 - January 2004
Lord Abbett January 1997 - January 2002
Smith Barney January 1989 - January 1997
FSC Securities January 1987 - January 1989
Skills
Public Speaking, Training & Development, Qualified Plan Design, Strategic Financial..., Relationship Management, Marketing, Training, Series 7, Mutual Funds, Wealth Management, Series 63, Retirement Planning, Investment Advisory, Asset Allocation, Investments, 401k, Retirement, Asset Managment, Alternative Investments, Portfolio Management, Securities, Investment Strategies, Financial Advisory
Education
Butler University - College of Business Administration 1983 — 1987
Business Administration, Bachelor of Science
Fidelity Investments April 2012 - Present
Fifth Third Securities December 2010 - April 2012
Wallington Asset Management August 2009 - December 2010
Alliance Bernstein November 2007 - June 2009
Edward Jones Investments January 2004 - October 2007
Lord Abbett & Co January 2002 - January 2004
Lord Abbett January 1997 - January 2002
Smith Barney January 1989 - January 1997
FSC Securities January 1987 - January 1989
Skills
Public Speaking, Training & Development, Qualified Plan Design, Strategic Financial..., Relationship Management, Marketing, Training, Series 7, Mutual Funds, Wealth Management, Series 63, Retirement Planning, Investment Advisory, Asset Allocation, Investments, 401k, Retirement, Asset Managment, Alternative Investments, Portfolio Management, Securities, Investment Strategies, Financial Advisory
Education
Butler University - College of Business Administration 1983 — 1987
Business Administration, Bachelor of Science
Kenneth Dumont's Fifth Third Securities Experience May 2013 - July 2014
Job Investment Banking Associate at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2014 - Present
Fifth Third Securities May 2013 - July 2014
Fifth Third Securities November 2010 - May 2013
Deposco June 2010 - November 2010
Skills
Entrepreneurship
Education
Georgia Institute of Technology 2006 — 2010
Honors Graduate - Bachelor of Science, Business Management
Oxford University 2009 — 2009
KeyBanc Capital Markets July 2014 - Present
Fifth Third Securities May 2013 - July 2014
Fifth Third Securities November 2010 - May 2013
Deposco June 2010 - November 2010
Skills
Entrepreneurship
Education
Georgia Institute of Technology 2006 — 2010
Honors Graduate - Bachelor of Science, Business Management
Oxford University 2009 — 2009
Evan Kulak's Fifth Third Securities Experience June 2015 - Present
Job Associate Portfolio Manager at Fifth Third Securities
Industry
Experience
Fifth Third Securities June 2015 - Present
Cadence Capital Management November 2014 - June 2015
Merrill Edge June 2013 - January 2014
5 Below May 2013 - August 2013
Belltower Books January 2013 - January 2013
ScrubaDub Auto Wash Centers, Inc May 2010 - August 2012
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Public Speaking, Social Media, Microsoft Word, Event Planning, Teamwork, Customer Service, Editing, Facebook, Teaching, Community Outreach, Data Analysis, Critical Thinking, Economics
Education
Bowdoin College 2010 — 2014
Bachelor of Arts (B.A.), Geological and Earth Sciences / Government and Legal Studies
Wellesley Senior High School 2006 — 2010
High School
Fifth Third Securities June 2015 - Present
Cadence Capital Management November 2014 - June 2015
Merrill Edge June 2013 - January 2014
5 Below May 2013 - August 2013
Belltower Books January 2013 - January 2013
ScrubaDub Auto Wash Centers, Inc May 2010 - August 2012
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Public Speaking, Social Media, Microsoft Word, Event Planning, Teamwork, Customer Service, Editing, Facebook, Teaching, Community Outreach, Data Analysis, Critical Thinking, Economics
Education
Bowdoin College 2010 — 2014
Bachelor of Arts (B.A.), Geological and Earth Sciences / Government and Legal Studies
Wellesley Senior High School 2006 — 2010
High School
Madhavi Botla Madhavi Botla's Fifth Third Securities Experience January 2003 - March 2005
Job Director, Business Development at Medley Global Advisors
Industry Financial Services
Experience
Medley Global Advisors July 2014 - Present
Medley Global Advisors January 2014 - July 2014
William O'Neil + Co. Inc. August 2011 - January 2014
CFRA Research An MSCI Brand January 2011 - August 2011
CFRA Research RiskMetrics October 2007 - January 2011
Bloomberg LP October 2006 - October 2007
Lehman Brothers June 2005 - August 2005
Fifth Third Securities January 2003 - March 2005
Morgan Stanley January 2000 - December 2002
Skills
Series 7, Portfolio Management, Fixed Income, Hedge Funds, Bloomberg, Asset Management, Capital Markets, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
MBA, Finance
Wright State University 1996 — 1999
Anatomy
Emory University 1991 — 1995
BS, Biology, Art History
Medley Global Advisors July 2014 - Present
Medley Global Advisors January 2014 - July 2014
William O'Neil + Co. Inc. August 2011 - January 2014
CFRA Research An MSCI Brand January 2011 - August 2011
CFRA Research RiskMetrics October 2007 - January 2011
Bloomberg LP October 2006 - October 2007
Lehman Brothers June 2005 - August 2005
Fifth Third Securities January 2003 - March 2005
Morgan Stanley January 2000 - December 2002
Skills
Series 7, Portfolio Management, Fixed Income, Hedge Funds, Bloomberg, Asset Management, Capital Markets, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
MBA, Finance
Wright State University 1996 — 1999
Anatomy
Emory University 1991 — 1995
BS, Biology, Art History
Daren Schiffman's Fifth Third Securities Experience September 2009 - June 2012
Job Vice President, Private Client Group at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
U.S. Bancorp Investments June 2012 - Present
Fifth Third Securities September 2009 - June 2012
Skills
Wealth Management, Series 7, Asset Allocation, Retirement Planning, Series 63, Investments, Mutual Funds, Strategic Financial..., Fixed Annuities, Investment Advisory, FINRA, Alternative Investments, Portfolio Management, Fixed Income, Investment Strategies, Securities, Series 65, Uniform Combined State...
Education
Carthage College 1996 — 1999
Finance
DePaul University
Economics
U.S. Bancorp Investments June 2012 - Present
Fifth Third Securities September 2009 - June 2012
Skills
Wealth Management, Series 7, Asset Allocation, Retirement Planning, Series 63, Investments, Mutual Funds, Strategic Financial..., Fixed Annuities, Investment Advisory, FINRA, Alternative Investments, Portfolio Management, Fixed Income, Investment Strategies, Securities, Series 65, Uniform Combined State...
Education
Carthage College 1996 — 1999
Finance
DePaul University
Economics
Matt Knight, CFP, CIMA, ChFC's Fifth Third Securities Experience January 2000 - March 2001
Job Vice Pres., Financial Advisor at FTB Advisors, Inc.
Industry Financial Services
Experience
FTB Advisors, Inc. June 2004 - Present
Belmont University October 2007 - Present
Morgan Keegan March 2001 - June 2004
Fifth Third Securities January 2000 - March 2001
Education
The American College 2004 — 2007
Chartered Financial Consultant (ChFC)
College for Financial Planning 2002 — 2003
CFP Professional Education Progam
University of Louisville 1996 — 2000
BA, Finance
FTB Advisors, Inc. June 2004 - Present
Belmont University October 2007 - Present
Morgan Keegan March 2001 - June 2004
Fifth Third Securities January 2000 - March 2001
Education
The American College 2004 — 2007
Chartered Financial Consultant (ChFC)
College for Financial Planning 2002 — 2003
CFP Professional Education Progam
University of Louisville 1996 — 2000
BA, Finance
John D. Herald's Fifth Third Securities Experience June 2011 - Present
Job
Industry Investment Banking
Experience
Fifth Third Securities June 2011 - Present
Kentucky Housing Corporation October 2009 - July 2011
Kentucky Infrastructure Authority May 2008 - September 2009
Group 6 Trading/Marquette Partners June 2006 - May 2008
Ross, Sinclaire and Associates June 2004 - June 2006
Fifth Third Securities December 2001 - June 2004
Merrill Lynch May 2000 - July 2001
Education
Miami University 2001 — 2001
Economics
Centre College 1996 — 2000
B.S., Economics
Fifth Third Securities June 2011 - Present
Kentucky Housing Corporation October 2009 - July 2011
Kentucky Infrastructure Authority May 2008 - September 2009
Group 6 Trading/Marquette Partners June 2006 - May 2008
Ross, Sinclaire and Associates June 2004 - June 2006
Fifth Third Securities December 2001 - June 2004
Merrill Lynch May 2000 - July 2001
Education
Miami University 2001 — 2001
Economics
Centre College 1996 — 2000
B.S., Economics
Ameer Richardson's Fifth Third Securities Experience April 2005 - Present
Job Investment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities April 2005 - Present
Skills
Investments, Customer Service, Asset Allocation, Investment Advisory, Retirement
Education
Baldwin Wallace University 1994 — 1998
Fifth Third Securities April 2005 - Present
Skills
Investments, Customer Service, Asset Allocation, Investment Advisory, Retirement
Education
Baldwin Wallace University 1994 — 1998
Ayman Ghousheh's Fifth Third Securities Experience January 2005 - Present
Job Investment Executive at Fifth Third Securities
Industry Banking
Experience
Fifth Third Securities January 2005 - Present
Heartland Home Finance 2003 - 2004
Education
Bowling Green State University 1998 — 2002
Fifth Third Securities January 2005 - Present
Heartland Home Finance 2003 - 2004
Education
Bowling Green State University 1998 — 2002
Clay Lanctot, CTP's Fifth Third Securities Experience March 2010 - January 2011
Job Vice President, Treasury Sales Officer at Bank of America
Industry Financial Services
Experience
Bank of America June 2014 - Present
KeyBank September 2013 - June 2014
Fifth Third Bank January 2011 - September 2013
Fifth Third Securities March 2010 - January 2011
Wells Fargo Advisors, LLC February 2009 - March 2010
Capitol Bank of Columbus March 2008 - October 2008
Fifth Third Bank March 2001 - March 2008
Skills
Banking, Treasury Management, Commercial Banking, Retirement Planning, Investments, automotive repair, Business Relationship..., Marketing, Global Business..., Working Capital..., FINRA, CRPC, CRM, Loans, Business Development, Commercial Lending, Sales, Relationship Management, Portfolio Management, Management, Credit
Education
Grove City College 1996 — 2000
B.S, Marketing Management
Niskayuna High School 1993 — 1996
Bank of America June 2014 - Present
KeyBank September 2013 - June 2014
Fifth Third Bank January 2011 - September 2013
Fifth Third Securities March 2010 - January 2011
Wells Fargo Advisors, LLC February 2009 - March 2010
Capitol Bank of Columbus March 2008 - October 2008
Fifth Third Bank March 2001 - March 2008
Skills
Banking, Treasury Management, Commercial Banking, Retirement Planning, Investments, automotive repair, Business Relationship..., Marketing, Global Business..., Working Capital..., FINRA, CRPC, CRM, Loans, Business Development, Commercial Lending, Sales, Relationship Management, Portfolio Management, Management, Credit
Education
Grove City College 1996 — 2000
B.S, Marketing Management
Niskayuna High School 1993 — 1996
Danielle Halliday's Fifth Third Securities Experience June 2012 - September 2014
Job Investment Executive Fifth Third Securities
Industry Banking
Experience
PNC Investments (Unofficial) December 2014 - Present
Fifth Third Securities June 2012 - September 2014
Fifth Third Securities June 2012 - September 2014
JPMorgan Chase June 2009 - June 2012
JPMorgan Chase June 2007 - June 2009
National City Bank May 2003 - June 2007
Skills
Cross Selling, Sales, Team Building
Education
Baker College Center for Graduate Studies 2005 — 2007
PNC Investments (Unofficial) December 2014 - Present
Fifth Third Securities June 2012 - September 2014
Fifth Third Securities June 2012 - September 2014
JPMorgan Chase June 2009 - June 2012
JPMorgan Chase June 2007 - June 2009
National City Bank May 2003 - June 2007
Skills
Cross Selling, Sales, Team Building
Education
Baker College Center for Graduate Studies 2005 — 2007
Benjamin Weaver, CFP ®'s Fifth Third Securities Experience July 2005 - September 2007
Job Senior Account Executive, VP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2011 - Present
Fidelity Investments March 2010 - October 2011
Fidelity Investments March 2009 - March 2010
Driehaus Capital Management October 2007 - November 2008
Fifth Third Securities July 2005 - September 2007
Edward Jones May 2004 - August 2004
Skills
Client Services, FINRA, Finance, Financial Analysis, Investments, Securities, Series 7, Process Improvement
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
Master of Science in Finance, Finance
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2010
MBA, Behavioral Finance
University of Dayton 2001 — 2005
Bachelor of Science, Finance
Culver Academy 1997 — 2001
Fidelity Investments 2011 - Present
Fidelity Investments March 2010 - October 2011
Fidelity Investments March 2009 - March 2010
Driehaus Capital Management October 2007 - November 2008
Fifth Third Securities July 2005 - September 2007
Edward Jones May 2004 - August 2004
Skills
Client Services, FINRA, Finance, Financial Analysis, Investments, Securities, Series 7, Process Improvement
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
Master of Science in Finance, Finance
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2010
MBA, Behavioral Finance
University of Dayton 2001 — 2005
Bachelor of Science, Finance
Culver Academy 1997 — 2001
Stephen Peloquin's Fifth Third Securities Experience October 2013 - Present
Job Investment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities October 2013 - Present
Lakewood Ranch Community Activities Corporation May 2012 - Present
Merrill Lynch July 2011 - October 2013
Edify, LLC August 2010 - May 2011
WCI Communities, Inc January 2007 - December 2009
Strategies for Wealth Creation & Protection December 2005 - December 2006
Education
Florida Atlantic University 2003 — 2005
Bachelor of Business Administration, Finance
University of Connecticut 2001 — 2003
Finance
Fifth Third Securities October 2013 - Present
Lakewood Ranch Community Activities Corporation May 2012 - Present
Merrill Lynch July 2011 - October 2013
Edify, LLC August 2010 - May 2011
WCI Communities, Inc January 2007 - December 2009
Strategies for Wealth Creation & Protection December 2005 - December 2006
Education
Florida Atlantic University 2003 — 2005
Bachelor of Business Administration, Finance
University of Connecticut 2001 — 2003
Finance
Scott Joswick's Fifth Third Securities Experience December 2010 - Present
Job Licensed Investment Support Specialist @ Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities December 2010 - Present
Fifth Third Securities January 2010 - December 2010
Education
Grand Valley State University 2000 — 2006
Fifth Third Securities December 2010 - Present
Fifth Third Securities January 2010 - December 2010
Education
Grand Valley State University 2000 — 2006
Wes Suter's Fifth Third Securities Experience July 2002 - November 2003
Job AVP, Sr. Relationship Manager at Vantiv
Industry Banking
Experience
Vantiv November 2005 - February 2015
Fifth Third Bank December 2003 - December 2005
Fifth Third Securities July 2002 - November 2003
Skills
Financial Analysis, Risk Management, Financial Services, Portfolio Management, Relationship Management, Credit, Commercial Banking, Banking, Forecasting, Financial Modeling, Customer Service, Strategic Planning, ATMs, Credit Cards, Debit Cards, Sales, Leadership, Management
Education
Butler University 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Vantiv November 2005 - February 2015
Fifth Third Bank December 2003 - December 2005
Fifth Third Securities July 2002 - November 2003
Skills
Financial Analysis, Risk Management, Financial Services, Portfolio Management, Relationship Management, Credit, Commercial Banking, Banking, Forecasting, Financial Modeling, Customer Service, Strategic Planning, ATMs, Credit Cards, Debit Cards, Sales, Leadership, Management
Education
Butler University 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Emily Kramer's Fifth Third Securities Experience 2002 - 2006
Job Senior Fixed Income Associate at Northland Securities
Industry Financial Services
Experience
Northland Securities May 2012 - Present
Bloomberg Tradebook September 2006 - March 2012
Fifth Third Securities 2002 - 2006
Skills
Series 3, Series 7, Series 63, Bloomberg, Fixed Income, Trading, Securities, Bonds, Hedge Funds, Electronic Trading, Bloomberg Terminal, Derivatives, Portfolio Management
Education
University of Cincinnati College of Business 1995 — 1999
BBA, Marketing, International Business
Audencia Nantes Ecole de Management 1998 — 1998
International Business
Sidney High School 1992 — 1995
Northland Securities May 2012 - Present
Bloomberg Tradebook September 2006 - March 2012
Fifth Third Securities 2002 - 2006
Skills
Series 3, Series 7, Series 63, Bloomberg, Fixed Income, Trading, Securities, Bonds, Hedge Funds, Electronic Trading, Bloomberg Terminal, Derivatives, Portfolio Management
Education
University of Cincinnati College of Business 1995 — 1999
BBA, Marketing, International Business
Audencia Nantes Ecole de Management 1998 — 1998
International Business
Sidney High School 1992 — 1995
Matt Langham's Fifth Third Securities Experience February 2005 - July 2007
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2008 - Present
Wachovia Securities October 2008 - 2010
Fifth Third Securities February 2005 - July 2007
Education
Indiana Institute of Technology 2000 — 2003
Marketing, Business/Marketing
Baldwin Wallace University 1998 — 2000
Business Administration
Wells Fargo Advisors, LLC October 2008 - Present
Wachovia Securities October 2008 - 2010
Fifth Third Securities February 2005 - July 2007
Education
Indiana Institute of Technology 2000 — 2003
Marketing, Business/Marketing
Baldwin Wallace University 1998 — 2000
Business Administration
Conor Flanagan, CFP(R), ChFC(R)'s Fifth Third Securities Experience April 2002 - April 2015
Job CERTIFIED FINANCIAL PLANNER(TM) with The Ryan Team at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management April 2015 - Present
The Breathing Association June 2012 - Present
Fifth Third Bank March 2011 - April 2015
Fifth Third Securities April 2002 - April 2015
Fifth Third Bank September 2001 - April 2015
Rotary Club of Whitehall-Bexley 2007 - 2009
Skills
Wealth Management, Commercial Lending, Small Business Lending, Trust Services, Cross Selling, Investments, Financial Services, Private Banking, Wealth Management..., Consumer Lending, Relationship Management, Series 63, Risk Management, Leadership, Series 7, Commercial Banking, Underwriting, Financial Advisory, Credit, Retirement Planning, Mortgage Lending, Lines Of Credit, Loans, Strategic Financial..., Banking, Refinance, Certified Financial..., Asset Allocation, Portfolio Management, Retail Banking, Credit Analysis, Mutual Funds, Loan Origination, Securities, Series 6, Investment Advisory, Bonds, Retirement, Treasury Management, Cash Management, Fixed Annuities, Uniform Combined State..., Asset Management, Investment Management, Investment Strategies, Wealth, 401k, Estate Planning, Commercial Mortgages, FINRA
Education
The American College 2011 — 2011
ChFC, Chartered Financial Consultant
The Ohio State University 2010 — 2011
Accelerated Certified Financial Planner Ed
Bowling Green State University 1997 — 2001
Finance and Economics, Financial Markets and Banking
St. Charles Preparatory Columbus, OH
Merrill Lynch Wealth Management April 2015 - Present
The Breathing Association June 2012 - Present
Fifth Third Bank March 2011 - April 2015
Fifth Third Securities April 2002 - April 2015
Fifth Third Bank September 2001 - April 2015
Rotary Club of Whitehall-Bexley 2007 - 2009
Skills
Wealth Management, Commercial Lending, Small Business Lending, Trust Services, Cross Selling, Investments, Financial Services, Private Banking, Wealth Management..., Consumer Lending, Relationship Management, Series 63, Risk Management, Leadership, Series 7, Commercial Banking, Underwriting, Financial Advisory, Credit, Retirement Planning, Mortgage Lending, Lines Of Credit, Loans, Strategic Financial..., Banking, Refinance, Certified Financial..., Asset Allocation, Portfolio Management, Retail Banking, Credit Analysis, Mutual Funds, Loan Origination, Securities, Series 6, Investment Advisory, Bonds, Retirement, Treasury Management, Cash Management, Fixed Annuities, Uniform Combined State..., Asset Management, Investment Management, Investment Strategies, Wealth, 401k, Estate Planning, Commercial Mortgages, FINRA
Education
The American College 2011 — 2011
ChFC, Chartered Financial Consultant
The Ohio State University 2010 — 2011
Accelerated Certified Financial Planner Ed
Bowling Green State University 1997 — 2001
Finance and Economics, Financial Markets and Banking
St. Charles Preparatory Columbus, OH
David Tustison's Fifth Third Securities Experience
Job Investment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities
Education
Claremont McKenna College 1982 — 1986
Bachelor's Degree, Economics and Psychology
Fifth Third Securities
Education
Claremont McKenna College 1982 — 1986
Bachelor's Degree, Economics and Psychology
Julie Geyer's Fifth Third Securities Experience August 2009 - Present
Job at
Industry Financial Services
Experience
Fifth Third Securities August 2009 - Present
Edward Jones July 2008 - August 2009
Decision One Mortgage/ HSBC 2003 - 2007
Skills
Series 7, Series 66
Education
Ferris State University
Bachelor’s Degree, Hospitality Management/Marketing
Fifth Third Securities August 2009 - Present
Edward Jones July 2008 - August 2009
Decision One Mortgage/ HSBC 2003 - 2007
Skills
Series 7, Series 66
Education
Ferris State University
Bachelor’s Degree, Hospitality Management/Marketing
Srini Byrapaneni's Fifth Third Securities Experience 2003 - 2005
Job Application Consultant
Industry Banking
Experience
Bank of America 2005 - Present
Fifth Third Securities 2003 - 2005
Ciber 1998 - 2003
Skills
Oracle, Solution Architecture, SOA, SDLC, Software Project..., Business Analysis, Data Warehousing, Requirements Analysis, Business Intelligence, Requirements Gathering, Project Management
Education
Nagarjuna University 1990 — 1994
Engineering
RVR and JCOP
Bachelor of Science (BS)
SVBK
Bank of America 2005 - Present
Fifth Third Securities 2003 - 2005
Ciber 1998 - 2003
Skills
Oracle, Solution Architecture, SOA, SDLC, Software Project..., Business Analysis, Data Warehousing, Requirements Analysis, Business Intelligence, Requirements Gathering, Project Management
Education
Nagarjuna University 1990 — 1994
Engineering
RVR and JCOP
Bachelor of Science (BS)
SVBK
Mike Brothers's Fifth Third Securities Experience July 2011 - Present
Job Managing Director Debt Capital Markets at Fifth Third Securities
Industry Banking
Experience
Fifth Third Securities July 2011 - Present
Charter One Bank March 2010 - July 2011
National City Bank 2000 - 2010
Bank of America 1997 - 2000
NBD Bank 1991 - 1995
Skills
Loans, Middle Market, Corporate Finance, Treasury Management, Commercial Banking, Asset Based Lending, Portfolio Management, Wealth Management, Commercial Lending, Credit Analysis, Capital Markets, Investment Banking, Banking, Finance, Credit, Financial Modeling, Due Diligence, Valuation, Credit Risk, Financial Services, Cash Management, Asset Management, Investments
Education
University of Notre Dame - Mendoza College of Business 1990 — 1991
MBA, Finance, Accounting
Bradley University 1986 — 1990
Bachelor of Science (B.S.), Finance, General
Fifth Third Securities July 2011 - Present
Charter One Bank March 2010 - July 2011
National City Bank 2000 - 2010
Bank of America 1997 - 2000
NBD Bank 1991 - 1995
Skills
Loans, Middle Market, Corporate Finance, Treasury Management, Commercial Banking, Asset Based Lending, Portfolio Management, Wealth Management, Commercial Lending, Credit Analysis, Capital Markets, Investment Banking, Banking, Finance, Credit, Financial Modeling, Due Diligence, Valuation, Credit Risk, Financial Services, Cash Management, Asset Management, Investments
Education
University of Notre Dame - Mendoza College of Business 1990 — 1991
MBA, Finance, Accounting
Bradley University 1986 — 1990
Bachelor of Science (B.S.), Finance, General
David C. Ligan, CFP®'s Fifth Third Securities Experience September 2005 - November 2007
Job Regional Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments October 2012 - August 2015
TD Ameritrade November 2007 - October 2012
Fifth Third Securities September 2005 - November 2007
Fifth Third Securities March 2003 - September 2005
Charles Schwab & Co., Inc. December 1992 - March 2003
PaineWebber January 1992 - December 1992
Olde Discount Corporation June 1991 - December 1991
Education
Colorado State University 2007 — 2011
Masters of Business Administration, MBA
Michigan State University 1987 — 1991
Financial Administration, Finance / Business
Fidelity Investments August 2015 - Present
Fidelity Investments October 2012 - August 2015
TD Ameritrade November 2007 - October 2012
Fifth Third Securities September 2005 - November 2007
Fifth Third Securities March 2003 - September 2005
Charles Schwab & Co., Inc. December 1992 - March 2003
PaineWebber January 1992 - December 1992
Olde Discount Corporation June 1991 - December 1991
Education
Colorado State University 2007 — 2011
Masters of Business Administration, MBA
Michigan State University 1987 — 1991
Financial Administration, Finance / Business
Candice Vander Weerdt's Fifth Third Securities Experience March 2007 - August 2012
Job Teaching Fellow and PhD. Candidate at Kent State University
Industry Higher Education
Experience
Kent State University August 2012 - Present
Cuyahoga Community College August 2009 - August 2012
Fifth Third Securities March 2007 - August 2012
Merrill Lynch January 2006 - March 2007
Skills
•FINRA Series 7:..., •FINRA Series 66:..., •Bloomberg Fixed..., •Ohio Board of..., •Fifth Third Six Sigma..., •Proficient in..., •Well experienced in..., •Yield Analysis &..., •CMO Average Life..., •Experience running..., •BondTrader Pro..., •Masterful in..., •Adobe Presenter &..., •Capacity to solve..., •Bond accounting..., •Strong communication..., •Capable of completing..., •Utilizes proper time..., •Appreciates the..., •Lifetime learner with..., Management, Research, Public Speaking, Project Planning, Strategy, Analysis, Finance, Financial Analysis
Education
Cleveland State University 2007 — 2009
Master, Business Administration, Graduated Cum Laude, 3.62 GPA
Hawaii Pacific University 2002 — 2005
BSBA, Marketing, Graduated Magna Cum Laude with Honors, 3.71 GPA
International University of Monaco 2004 — 2004
Semester Exchange, Business Administration & E-Commerce
Kent State University August 2012 - Present
Cuyahoga Community College August 2009 - August 2012
Fifth Third Securities March 2007 - August 2012
Merrill Lynch January 2006 - March 2007
Skills
•FINRA Series 7:..., •FINRA Series 66:..., •Bloomberg Fixed..., •Ohio Board of..., •Fifth Third Six Sigma..., •Proficient in..., •Well experienced in..., •Yield Analysis &..., •CMO Average Life..., •Experience running..., •BondTrader Pro..., •Masterful in..., •Adobe Presenter &..., •Capacity to solve..., •Bond accounting..., •Strong communication..., •Capable of completing..., •Utilizes proper time..., •Appreciates the..., •Lifetime learner with..., Management, Research, Public Speaking, Project Planning, Strategy, Analysis, Finance, Financial Analysis
Education
Cleveland State University 2007 — 2009
Master, Business Administration, Graduated Cum Laude, 3.62 GPA
Hawaii Pacific University 2002 — 2005
BSBA, Marketing, Graduated Magna Cum Laude with Honors, 3.71 GPA
International University of Monaco 2004 — 2004
Semester Exchange, Business Administration & E-Commerce
Mark Forberg's Fifth Third Securities Experience June 2004 - January 2006
Job Financial Consultant at Associated Bank
Industry Financial Services
Experience
Associated Investments February 2006 - Present
Fifth Third Securities June 2004 - January 2006
AMCORE Investment Group, N.A. March 1998 - May 2004
Skills
Asset Allocation, Banking, Finance, Financial Analysis, Investments, Portfolio Management, Mutual Funds, Retirement Planning, Securities, Series 63, Series 7, Strategic Financial..., Wealth Management
Education
Eastern Illinois University 1995 — 1997
Bachelors of Science, Economics
Associated Investments February 2006 - Present
Fifth Third Securities June 2004 - January 2006
AMCORE Investment Group, N.A. March 1998 - May 2004
Skills
Asset Allocation, Banking, Finance, Financial Analysis, Investments, Portfolio Management, Mutual Funds, Retirement Planning, Securities, Series 63, Series 7, Strategic Financial..., Wealth Management
Education
Eastern Illinois University 1995 — 1997
Bachelors of Science, Economics
Jeff Leiker's Fifth Third Securities Experience July 2013 - Present
Job Fifth Third Securities, Principal Review Supervisor
Industry Investment Banking
Experience
Fifth Third Securities July 2013 - Present
Fifth Third Securities March 2011 - July 2013
Fifth Third Securities September 2007 - March 2011
Fidelity Investments December 2005 - September 2007
Staples April 2004 - December 2005
Education
Thomas More College 2010 — 2012
MBA; Masters of Business Administration
Chowan University 1996 — 2000
BS; Bachelor of Science, Business Administration
Fifth Third Securities July 2013 - Present
Fifth Third Securities March 2011 - July 2013
Fifth Third Securities September 2007 - March 2011
Fidelity Investments December 2005 - September 2007
Staples April 2004 - December 2005
Education
Thomas More College 2010 — 2012
MBA; Masters of Business Administration
Chowan University 1996 — 2000
BS; Bachelor of Science, Business Administration
Sarah Kakoma's Fifth Third Securities Experience 2004 - 2007
Job MBA Candidate W. P. Carey School of Business
Industry Banking
Experience
JPMorgan Chase & Co. December 2014 - Present
Citibank January 2011 - December 2011
Fifth Third Bank July 2007 - March 2010
Fifth Third Securities 2004 - 2007
Deustche Bank 2000 - 2004
Ariel Capital Management 1999 - 2000
Stein Roe and Farnham/Liberty Funds Group 1996 - 1999
Skills
Banking, Finance, Loans, Risk Management, Coaching, Financial Services, Superior Client Service, Management, Leadership, Budgets, Program Coordination, Adaptable to Changes
Education
Arizona State University - W. P. Carey School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Western Illinois University
Economics, Finance
JPMorgan Chase & Co. December 2014 - Present
Citibank January 2011 - December 2011
Fifth Third Bank July 2007 - March 2010
Fifth Third Securities 2004 - 2007
Deustche Bank 2000 - 2004
Ariel Capital Management 1999 - 2000
Stein Roe and Farnham/Liberty Funds Group 1996 - 1999
Skills
Banking, Finance, Loans, Risk Management, Coaching, Financial Services, Superior Client Service, Management, Leadership, Budgets, Program Coordination, Adaptable to Changes
Education
Arizona State University - W. P. Carey School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Western Illinois University
Economics, Finance
Christine Decker's Fifth Third Securities Experience February 2002 - November 2005
Job Licensed Office Professional at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial October 2014 - Present
Ameriprise Financial Services, Inc. January 2014 - October 2014
Gilman Ciocia September 2012 - October 2013
BMO Harris Financial Advisors, Inc. a part of BMO Financial Group Inc. June 2010 - October 2012
SunTrust Investment Services, Inc, Downtown December 2005 - February 2010
Fifth Third Securities February 2002 - November 2005
Fifth Third Securities, Nat City, Merrill Lynch January 1994 - January 2002
MERRILL LYNCH PIERCE FENNER AND SMITH January 1989 - January 1994
Skills
Knowledge, experience..., Investments, Strategic Financial..., Series 7, Banking, Insurance, Retirement, Financial Services, Finance, Wealth Management, Series 63, Retirement Planning, Mutual Funds, Wealth, Securities, Income Tax, Investment Advisory, Asset Allocation, Retail Banking, FINRA, Financial Planners, Fixed Annuities, Portfolio Management, Uniform Combined State..., Series 24, Financial Planning
Education
Self Study 2015 — 2015
Fraternal Professional Certificate, Insurance
H & R Block 2013 — 2013
Tax Advisor 2, Taxation
Davenport University 2002 — 2004
BA, Business Management
Bridgeport High School 1975 — 1979
Major, General Studies
Thrivent Financial October 2014 - Present
Ameriprise Financial Services, Inc. January 2014 - October 2014
Gilman Ciocia September 2012 - October 2013
BMO Harris Financial Advisors, Inc. a part of BMO Financial Group Inc. June 2010 - October 2012
SunTrust Investment Services, Inc, Downtown December 2005 - February 2010
Fifth Third Securities February 2002 - November 2005
Fifth Third Securities, Nat City, Merrill Lynch January 1994 - January 2002
MERRILL LYNCH PIERCE FENNER AND SMITH January 1989 - January 1994
Skills
Knowledge, experience..., Investments, Strategic Financial..., Series 7, Banking, Insurance, Retirement, Financial Services, Finance, Wealth Management, Series 63, Retirement Planning, Mutual Funds, Wealth, Securities, Income Tax, Investment Advisory, Asset Allocation, Retail Banking, FINRA, Financial Planners, Fixed Annuities, Portfolio Management, Uniform Combined State..., Series 24, Financial Planning
Education
Self Study 2015 — 2015
Fraternal Professional Certificate, Insurance
H & R Block 2013 — 2013
Tax Advisor 2, Taxation
Davenport University 2002 — 2004
BA, Business Management
Bridgeport High School 1975 — 1979
Major, General Studies
Jack Arduin's Fifth Third Securities Experience 2013 - 2014
Job Investment Executive at HJ Sims
Industry Financial Services
Experience
HJ Sims March 2015 - Present
Fifth Third Securities 2013 - 2014
Fifth Third Bancorp 2003 - 2013
National City Bank January 1996 - July 2003
natcity 1996 - 2003
chase manhattan bank 1986 - 2003
The Chase Manhattan Bank September 1986 - April 1993
the chase Manhattan Bank 1986 - 1993
Skills
Investments, Portfolio Management, Series 7, Bonds, Series 63, Securities, Fixed Income, Capital Markets, Asset Management, Investment Banking
Education
New York University, Stern School of Business 1993 — 1995
Master of Business Administration (MBA), Finance, General
Alma College 1982 — 1986
ba, business
Park Tudor School 1978 — 1982
prep, prep
HJ Sims March 2015 - Present
Fifth Third Securities 2013 - 2014
Fifth Third Bancorp 2003 - 2013
National City Bank January 1996 - July 2003
natcity 1996 - 2003
chase manhattan bank 1986 - 2003
The Chase Manhattan Bank September 1986 - April 1993
the chase Manhattan Bank 1986 - 1993
Skills
Investments, Portfolio Management, Series 7, Bonds, Series 63, Securities, Fixed Income, Capital Markets, Asset Management, Investment Banking
Education
New York University, Stern School of Business 1993 — 1995
Master of Business Administration (MBA), Finance, General
Alma College 1982 — 1986
ba, business
Park Tudor School 1978 — 1982
prep, prep
Paul Feldman's Fifth Third Securities Experience July 2012 - Present
Job Investment Executive, Vice President
Industry Financial Services
Experience
Fifth Third Securities July 2012 - Present
PNC Investments, LLC 2002 - 2012
PNC Capital Markets 1987 - 2001
Skills
Investments, Retirement Planning, Securities, Series 7, Series 63, Mutual Funds, Wealth Management, Portfolio Management, Equities, Retirement, Financial Analysis
Education
New York University, Stern School of Business 1984 — 1986
Master of Business Administration (MBA), Finance, General
Binghamton University 1980 — 1984
Bachelor's degree, Economics
Fifth Third Securities July 2012 - Present
PNC Investments, LLC 2002 - 2012
PNC Capital Markets 1987 - 2001
Skills
Investments, Retirement Planning, Securities, Series 7, Series 63, Mutual Funds, Wealth Management, Portfolio Management, Equities, Retirement, Financial Analysis
Education
New York University, Stern School of Business 1984 — 1986
Master of Business Administration (MBA), Finance, General
Binghamton University 1980 — 1984
Bachelor's degree, Economics
Leslie Williamson CFP®, CRC®, MBA's Fifth Third Securities Experience May 2009 - September 2011
Job Sr. Product Consultant at MetLife
Industry Financial Services
Experience
MetLife February 2015 - Present
Wells Fargo March 2013 - February 2015
Wells Fargo Advisors, September 2011 - March 2013
Fifth Third Securities May 2009 - September 2011
FR Owen & Associates May 2007 - May 2009
Edward Jones September 2005 - April 2007
Skills
Investments, Series 7, Retirement, Retirement Planning, Series 63, Life Insurance, Wealth Management, Finance, Strategic Financial..., Long Term Care Insurance, Certified Financial..., Uniform Combined State..., Financial Analysis, Estate Planning, Financial Services, Series 66, Certified Retirement...
Education
Gardner-Webb University 2004 — 2006
Master of Business Administration
University of North Carolina at Charlotte 2001 — 2004
B.S.B.A, Marketing
MetLife February 2015 - Present
Wells Fargo March 2013 - February 2015
Wells Fargo Advisors, September 2011 - March 2013
Fifth Third Securities May 2009 - September 2011
FR Owen & Associates May 2007 - May 2009
Edward Jones September 2005 - April 2007
Skills
Investments, Series 7, Retirement, Retirement Planning, Series 63, Life Insurance, Wealth Management, Finance, Strategic Financial..., Long Term Care Insurance, Certified Financial..., Uniform Combined State..., Financial Analysis, Estate Planning, Financial Services, Series 66, Certified Retirement...
Education
Gardner-Webb University 2004 — 2006
Master of Business Administration
University of North Carolina at Charlotte 2001 — 2004
B.S.B.A, Marketing
Russell Plent, CFP®'s Fifth Third Securities Experience January 2005 - Present
Job Investment Executive/Vice President at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities January 2005 - Present
Education
College for Financial Planning 2008 — 2011
Masters of Science, Financial Planning
The University of Akron 2000 — 2004
BS, Corporate Finance
Fifth Third Securities January 2005 - Present
Education
College for Financial Planning 2008 — 2011
Masters of Science, Financial Planning
The University of Akron 2000 — 2004
BS, Corporate Finance
Mary Ann Ernette's Fifth Third Securities Experience May 2010 - February 2013
Job Financial Advisor/Investment Portfolio Manager at Integrated Financial Managment, Inc.
Industry Financial Services
Experience
Integrated Financial Managment, Inc. December 2013 - Present
Fifth Third Securities May 2010 - February 2013
Citizens Bank June 2006 - April 2010
S&T Bank (Irwin Bank & Trust)/UVEST July 2002 - June 2006
Duncan Financial Group July 1998 - June 2002
PNC 1994 - 1998
Skills
Retirement Solutions, Retirement Plan..., Investment Strategies, Wealth Transfer, Retirement Planning, Series 63, Investment Advisory, Mutual Funds, Fixed Annuities, Wealth Management, 401k, Securities, IRAs, Uniform Combined State..., Asset Allocation, Series 7, Series 65, Financial Analysis, Credit, Retirement, Banking, Investments, Strategic Financial..., Finance, Small Business, Series 6, Estate Planning, Financial Services, Insurance, Investment Management, Portfolio Management, Wealth Management..., Alternative Investments, Asset Management
Education
Art Institute of Pittsburgh 1976 — 1978
Associates, Graphic Design
Integrated Financial Managment, Inc. December 2013 - Present
Fifth Third Securities May 2010 - February 2013
Citizens Bank June 2006 - April 2010
S&T Bank (Irwin Bank & Trust)/UVEST July 2002 - June 2006
Duncan Financial Group July 1998 - June 2002
PNC 1994 - 1998
Skills
Retirement Solutions, Retirement Plan..., Investment Strategies, Wealth Transfer, Retirement Planning, Series 63, Investment Advisory, Mutual Funds, Fixed Annuities, Wealth Management, 401k, Securities, IRAs, Uniform Combined State..., Asset Allocation, Series 7, Series 65, Financial Analysis, Credit, Retirement, Banking, Investments, Strategic Financial..., Finance, Small Business, Series 6, Estate Planning, Financial Services, Insurance, Investment Management, Portfolio Management, Wealth Management..., Alternative Investments, Asset Management
Education
Art Institute of Pittsburgh 1976 — 1978
Associates, Graphic Design
Adam Kirkpatrick's Fifth Third Securities Experience October 2005 - April 2008
Job Advertising Sales Manager at The Elkhart Truth
Industry Marketing and Advertising
Experience
The Elkhart Truth June 2013 - Present
St. Francis Soccer Club April 2005 - Present
Financial Partners Group 2008 - 2010
Fifth Third Securities October 2005 - April 2008
Skills
Customer Service, Public Speaking, Social Media, Strategic Partnerships, Creative Problem Solving, Sales Management, Sales Process, Direct Sales, Management, Sales, Coaching
Education
Anderson University 2000 — 2004
Elementary Education
Concord High School 1996 — 2000
The Elkhart Truth June 2013 - Present
St. Francis Soccer Club April 2005 - Present
Financial Partners Group 2008 - 2010
Fifth Third Securities October 2005 - April 2008
Skills
Customer Service, Public Speaking, Social Media, Strategic Partnerships, Creative Problem Solving, Sales Management, Sales Process, Direct Sales, Management, Sales, Coaching
Education
Anderson University 2000 — 2004
Elementary Education
Concord High School 1996 — 2000
Anthony Kulka's Fifth Third Securities Experience June 2014 - Present
Job Licensed Investment Support Specialist at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities June 2014 - Present
Fifth Third Bank August 2013 - June 2014
Retirement Solutions 2011 - 2011
Education
Cleveland State University 2011 — 2013
Master of Business Administration (M.B.A.)
Cleveland State University 2005 — 2009
Bachelor's Degree, Finance
Ignatius
Ignatius
Fifth Third Securities June 2014 - Present
Fifth Third Bank August 2013 - June 2014
Retirement Solutions 2011 - 2011
Education
Cleveland State University 2011 — 2013
Master of Business Administration (M.B.A.)
Cleveland State University 2005 — 2009
Bachelor's Degree, Finance
Ignatius
Ignatius
Richard Buila's Fifth Third Securities Experience January 2006 - Present
Job Fixed Income Trade Desk Operations Representative
Industry Financial Services
Experience
Fifth Third Securities January 2006 - Present
Fidelity Investments August 2000 - January 2006
Education
Xavier University - School of Business Administration 2004 — 2010
MBA, General business
Bowling Green State University
B.A., Communications
Fifth Third Securities January 2006 - Present
Fidelity Investments August 2000 - January 2006
Education
Xavier University - School of Business Administration 2004 — 2010
MBA, General business
Bowling Green State University
B.A., Communications
Randy Phinney's Fifth Third Securities Experience October 2001 - February 2006
Job Owner of Right Side of the Chart LLC
Industry Financial Services
Experience
Right Side of the Chart LLC January 2012 - Present
Independent February 2007 - Present
AmSouth Investment Services February 2006 - February 2007
Fifth Third Securities October 2001 - February 2006
Huntington Investment Company May 1998 - October 2001
Barnett Investments October 1996 - May 1998
Merrill Lynch May 1995 - July 1996
Skills
Options, Stocks, Investments, Trading, Securities, Investment Strategies, Investment Management, ETFs, Portfolio Management, Financial Services, Financial Analysis, Leadership
Education
Florida State University - College of Business
Bachelor's Degree, Marketing
Florida State University - College of Business
Bachelor of Science (B.S.), Multinational Business Operations
Right Side of the Chart LLC January 2012 - Present
Independent February 2007 - Present
AmSouth Investment Services February 2006 - February 2007
Fifth Third Securities October 2001 - February 2006
Huntington Investment Company May 1998 - October 2001
Barnett Investments October 1996 - May 1998
Merrill Lynch May 1995 - July 1996
Skills
Options, Stocks, Investments, Trading, Securities, Investment Strategies, Investment Management, ETFs, Portfolio Management, Financial Services, Financial Analysis, Leadership
Education
Florida State University - College of Business
Bachelor's Degree, Marketing
Florida State University - College of Business
Bachelor of Science (B.S.), Multinational Business Operations
Jonathan Eber's Fifth Third Securities Experience June 2007 - December 2009
Job Registered Representative at GLP & Associates
Industry Financial Services
Experience
GLP & Associates March 2010 - Present
Fifth Third Securities June 2007 - December 2009
Telemus Capital Partners January 2005 - March 2007
UBS January 2000 - January 2005
Prudential Securities February 1995 - January 1999
Hyatt Hotels Corporation July 1976 - November 1994
Hyatt Regency Dearborn 1989 - 1994
Skills
Series 7, Wealth Management, 401k Rollovers, Financial Analysis, Fixed Annuities, Asset Allocation, Retirement Planning, 401k, Mutual Funds, Retirement, Investment Advisory, Securities, Equities, Portfolio Management, Sales Management, Financial Services, Investment Strategies, Series 63, IRAs, Sales, Wealth Accumulation, Investments, Insurance, Training, Wealth, Variable Annuities, Long Term Care Insurance, Strategic Financial..., Finance, Financial Planners, Financial Advisory, Term Life Insurance, Wealth Management..., Estate Planning, College Savings Plans, ETFs, Long-term Care, Roth IRA, Saving for Education, Series 6
Education
Cornell University 1974 — 1976
MPS, Hotel Administration
Rutgers University-New Brunswick 1970 — 1974
BA, Political Science
GLP & Associates March 2010 - Present
Fifth Third Securities June 2007 - December 2009
Telemus Capital Partners January 2005 - March 2007
UBS January 2000 - January 2005
Prudential Securities February 1995 - January 1999
Hyatt Hotels Corporation July 1976 - November 1994
Hyatt Regency Dearborn 1989 - 1994
Skills
Series 7, Wealth Management, 401k Rollovers, Financial Analysis, Fixed Annuities, Asset Allocation, Retirement Planning, 401k, Mutual Funds, Retirement, Investment Advisory, Securities, Equities, Portfolio Management, Sales Management, Financial Services, Investment Strategies, Series 63, IRAs, Sales, Wealth Accumulation, Investments, Insurance, Training, Wealth, Variable Annuities, Long Term Care Insurance, Strategic Financial..., Finance, Financial Planners, Financial Advisory, Term Life Insurance, Wealth Management..., Estate Planning, College Savings Plans, ETFs, Long-term Care, Roth IRA, Saving for Education, Series 6
Education
Cornell University 1974 — 1976
MPS, Hotel Administration
Rutgers University-New Brunswick 1970 — 1974
BA, Political Science
Mindy. Carr's Fifth Third Securities Experience September 2014 - Present
Job Investment Executive, VP at Fifth Third Securities
Industry Investment Banking
Experience
Fifth Third Securities September 2014 - Present
Huntington National Bank December 2004 - September 2014
Huntington National Bank December 2004 - June 2013
Skills
Investments, Mutual Funds, Series 7, Securities, Wealth Management, Strategic Financial..., Financial Advisory, Retirement Planning
Education
Heidelberg College 1995 — 1999
Bachelor of Science, Psychology
Fifth Third Securities September 2014 - Present
Huntington National Bank December 2004 - September 2014
Huntington National Bank December 2004 - June 2013
Skills
Investments, Mutual Funds, Series 7, Securities, Wealth Management, Strategic Financial..., Financial Advisory, Retirement Planning
Education
Heidelberg College 1995 — 1999
Bachelor of Science, Psychology
Rebecca Gruber's Fifth Third Securities Experience February 2015 - Present
Job Licensed Investment Support Specialist at Fifth Third Securities
Industry Investment Banking
Experience
Fifth Third Securities February 2015 - Present
Fifth Third Bank May 2014 - February 2015
Fifth Third Securities October 2013 - May 2014
Fifth Third Bank October 2011 - October 2013
Juicy Couture September 2010 - July 2011
Juicy Couture October 2008 - September 2010
Island Pursuit June 2007 - October 2008
Education
Florida Gulf Coast University 2004 — 2007
Business, Marketing
Fifth Third Securities February 2015 - Present
Fifth Third Bank May 2014 - February 2015
Fifth Third Securities October 2013 - May 2014
Fifth Third Bank October 2011 - October 2013
Juicy Couture September 2010 - July 2011
Juicy Couture October 2008 - September 2010
Island Pursuit June 2007 - October 2008
Education
Florida Gulf Coast University 2004 — 2007
Business, Marketing
Robert Corsarie's Fifth Third Securities Experience May 2006 - Present
Job SVP, Regional Investment Manager
Industry Financial Services
Experience
Fifth Third Securities May 2006 - Present
JP Morgan Chase February 2004 - May 2006
Citicorp Investment Services 1994 - 2004
Skills
Series 24, Series 63, Series 7, Series 65
Education
Hofstra University 1987 — 1991
BA, Political Science
Fifth Third Securities May 2006 - Present
JP Morgan Chase February 2004 - May 2006
Citicorp Investment Services 1994 - 2004
Skills
Series 24, Series 63, Series 7, Series 65
Education
Hofstra University 1987 — 1991
BA, Political Science
Kevin Bonewitz's Fifth Third Securities Experience January 2009 - June 2011
Job Senior Auditor at Sikich, LLP
Industry Accounting
Experience
Sikich August 2015 - Present
L.M. Henderson & Company, LLP October 2012 - August 2015
Indiana University, Kelley School of Business August 2011 - May 2012
Fifth Third Securities January 2009 - June 2011
Haney CPA Group June 2009 - July 2010
PNC Bank June 2002 - January 2009
Skills
Finance, Tax, Auditing, Insurance, Securities, Accounting, Financial Accounting, Managerial Finance, Account Reconciliation, Cash Flow, Cost Accounting, Financial Analysis, Strategic Financial..., Financial Reporting, Banking, Investments, Portfolio Management, Financial Modeling, Budgets, Forecasting, Financial Statements
Education
Indiana University - Kelley School of Business 2010 — 2012
Master of Science in Accounting - Bloomington, Accounting
Falls School of Business, Anderson University 2008 — 2010
Master of Business Administration, Finance
Anderson University 2004 — 2008
BS, Business Management
Sikich August 2015 - Present
L.M. Henderson & Company, LLP October 2012 - August 2015
Indiana University, Kelley School of Business August 2011 - May 2012
Fifth Third Securities January 2009 - June 2011
Haney CPA Group June 2009 - July 2010
PNC Bank June 2002 - January 2009
Skills
Finance, Tax, Auditing, Insurance, Securities, Accounting, Financial Accounting, Managerial Finance, Account Reconciliation, Cash Flow, Cost Accounting, Financial Analysis, Strategic Financial..., Financial Reporting, Banking, Investments, Portfolio Management, Financial Modeling, Budgets, Forecasting, Financial Statements
Education
Indiana University - Kelley School of Business 2010 — 2012
Master of Science in Accounting - Bloomington, Accounting
Falls School of Business, Anderson University 2008 — 2010
Master of Business Administration, Finance
Anderson University 2004 — 2008
BS, Business Management
Ammy Willard-Brimmer's Fifth Third Securities Experience August 2007 - March 2011
Job Registered Nurse
Industry Hospital & Health Care
Experience
Methodist Hospital December 2013 - Present
Fifth Third Securities August 2007 - March 2011
MetLife July 2006 - August 2007
Northshore regional medical center 2001 - 2005
Skills
Loans, Retirement Planning, Banking, Investments, Mutual Funds, Series 63, Wealth Management, Consumer Lending, Credit, Mortgage Lending, Small Business Lending, Commercial Lending, Portfolio Management, Credit Analysis, Series 6, Life Insurance, Disaster Response, Cpr Certified
Education
Ivy Tech Community College 2011 — 2014
Associate of Science (AS), Registered Nursing/Registered Nurse, 3.7/4.0
Delgado Community College 2001 — 2004
Louisiana College 2000 — 2001
Methodist Hospital December 2013 - Present
Fifth Third Securities August 2007 - March 2011
MetLife July 2006 - August 2007
Northshore regional medical center 2001 - 2005
Skills
Loans, Retirement Planning, Banking, Investments, Mutual Funds, Series 63, Wealth Management, Consumer Lending, Credit, Mortgage Lending, Small Business Lending, Commercial Lending, Portfolio Management, Credit Analysis, Series 6, Life Insurance, Disaster Response, Cpr Certified
Education
Ivy Tech Community College 2011 — 2014
Associate of Science (AS), Registered Nursing/Registered Nurse, 3.7/4.0
Delgado Community College 2001 — 2004
Louisiana College 2000 — 2001
Nicolas Gaudiot's Fifth Third Securities Experience September 2013 - May 2014
Job Senior Derivatives Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Fifth Third Securities September 2013 - May 2014
Fifth Third Bank September 2012 - May 2014
EZReport December 2011 - May 2012
Starbucks Coffee Inc July 2010 - December 2011
Exel July 2008 - July 2010
Northwestern Mutual Financial Network May 2007 - August 2007
Diedrich Coffeehouse June 2005 - December 2005
Skills
Customer Service, Finance, Financial Analysis, Leadership, Logistics, Management, Marketing, Marketing Strategy, Microsoft Excel, Operations Management, Process Improvement, Strategy, Training, Retail, Time Management
Education
Chapman University 2010 — 2012
MBA Program, Finance
Universiy of California, Riverside 2004 — 2008
B.S., Business Administration
Merrill Lynch May 2014 - Present
Fifth Third Securities September 2013 - May 2014
Fifth Third Bank September 2012 - May 2014
EZReport December 2011 - May 2012
Starbucks Coffee Inc July 2010 - December 2011
Exel July 2008 - July 2010
Northwestern Mutual Financial Network May 2007 - August 2007
Diedrich Coffeehouse June 2005 - December 2005
Skills
Customer Service, Finance, Financial Analysis, Leadership, Logistics, Management, Marketing, Marketing Strategy, Microsoft Excel, Operations Management, Process Improvement, Strategy, Training, Retail, Time Management
Education
Chapman University 2010 — 2012
MBA Program, Finance
Universiy of California, Riverside 2004 — 2008
B.S., Business Administration
Michael S. Rhinehimer CFP, ChFC's Fifth Third Securities Experience September 2012 - 2014
Job Private Citizen/Retired
Industry Financial Services
Experience
Fifth Third Securities September 2012 - 2014
Rhinehimer Financial Planning April 2011 - September 2012
US Bank December 1999 - January 2011
Fidelity Investments February 1994 - July 1999
Skills
Wealth Management, Investments, Trading, Risk, Asset Management, Fixed Income, Planning, Financial Planning
Education
The American College 2003 — 2005
ChFC, Estate & Wealth Management
College for Financial Planning 1997 — 1999
Fifth Third Securities September 2012 - 2014
Rhinehimer Financial Planning April 2011 - September 2012
US Bank December 1999 - January 2011
Fidelity Investments February 1994 - July 1999
Skills
Wealth Management, Investments, Trading, Risk, Asset Management, Fixed Income, Planning, Financial Planning
Education
The American College 2003 — 2005
ChFC, Estate & Wealth Management
College for Financial Planning 1997 — 1999
Evan Webeler's Fifth Third Securities Experience Private Bank Credit Portfolio ManagerFifth Third Bank2009 - Present
Job Private Bank Portfolio Manager at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities Private Bank Credit Portfolio ManagerFifth Third Bank2009 - Present
Education
DePauw University
Fifth Third Securities Private Bank Credit Portfolio ManagerFifth Third Bank2009 - Present
Education
DePauw University
Ryan Stefan's Fifth Third Securities Experience April 2003 - February 2012
Job Senior Vice President at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray February 2012 - Present
Fifth Third Securities April 2003 - February 2012
NatCity Investments October 2000 - March 2003
Skills
Series 7, Alternative Investments, Fixed Income, Investment Banking, Series 63, Series 53, Capital Markets, Investments, FINRA, Asset Managment, Securities, Valuation, Equities, Strategic Financial..., Bonds, Wealth Management
Education
Cleveland State University 2003 — 2004
Master of Business Administration (M.B.A.), Finance, General
Fordham University 1994 — 1998
BS, Business
Piper Jaffray February 2012 - Present
Fifth Third Securities April 2003 - February 2012
NatCity Investments October 2000 - March 2003
Skills
Series 7, Alternative Investments, Fixed Income, Investment Banking, Series 63, Series 53, Capital Markets, Investments, FINRA, Asset Managment, Securities, Valuation, Equities, Strategic Financial..., Bonds, Wealth Management
Education
Cleveland State University 2003 — 2004
Master of Business Administration (M.B.A.), Finance, General
Fordham University 1994 — 1998
BS, Business
Jeffrey Noeker's Fifth Third Securities Experience 2003 - Present
Job INVESTMENT EXECUTIVE/VICE PRESIDENT at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Securities 2003 - Present
David A. Noyes & Co. September 2000 - August 2003
Old Kent Bank 1989 - 1990
Education
Central Michigan University 1984 — 1988
BSBA, FINANCE
Fifth Third Securities 2003 - Present
David A. Noyes & Co. September 2000 - August 2003
Old Kent Bank 1989 - 1990
Education
Central Michigan University 1984 — 1988
BSBA, FINANCE
Bob Pincus's Fifth Third Securities Experience Vice PresidentFifth Third Bank2001 - 2011
Job Private Bank Investment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities Vice PresidentFifth Third Bank2001 - 2011
Skills
Credit Analysis, New Business Development, Wealth Management, Portfolio Management, Commercial Banking, Investments, Banking, Series 7, Loans, Commercial Lending, Credit
Education
Columbia University in the City of New York 1966 — 1968
Master of Business Administration (MBA), Finance, General
University of Michigan 1962 — 1966
Bachelor of Arts (BA), Economics
Fifth Third Securities Vice PresidentFifth Third Bank2001 - 2011
Skills
Credit Analysis, New Business Development, Wealth Management, Portfolio Management, Commercial Banking, Investments, Banking, Series 7, Loans, Commercial Lending, Credit
Education
Columbia University in the City of New York 1966 — 1968
Master of Business Administration (MBA), Finance, General
University of Michigan 1962 — 1966
Bachelor of Arts (BA), Economics
Lisa Luckey's Fifth Third Securities Experience 2000 - 2003
Job Executive Assistant at Hillenbrand Inc.
Industry Business Supplies and Equipment
Experience
Hillenbrand Inc. August 2015 - Present
Procter & Gamble May 2011 - August 2015
Procter & Gamble June 2006 - August 2015
Procter & Gamble 2008 - 2011
Procter & Gamble 2006 - 2008
Fifth Third Bank 2003 - 2006
Fifth Third Securities 2000 - 2003
Kendle International 1995 - 2000
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Administrative..., Lotus Notes, Outlook, Office Management, Office Administration, Spreadsheets, PowerPoint, Data Entry, Access, Event Management, Accounts Payable, Administrative...
Education
Seton High School 1983 — 1987
Cincinnati State Technical and Community College
Associate's degree, Liberal Arts
Hillenbrand Inc. August 2015 - Present
Procter & Gamble May 2011 - August 2015
Procter & Gamble June 2006 - August 2015
Procter & Gamble 2008 - 2011
Procter & Gamble 2006 - 2008
Fifth Third Bank 2003 - 2006
Fifth Third Securities 2000 - 2003
Kendle International 1995 - 2000
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Administrative..., Lotus Notes, Outlook, Office Management, Office Administration, Spreadsheets, PowerPoint, Data Entry, Access, Event Management, Accounts Payable, Administrative...
Education
Seton High School 1983 — 1987
Cincinnati State Technical and Community College
Associate's degree, Liberal Arts
Sharon Apol's Fifth Third Securities Experience April 2010 - Present
Job Licensed Sales Assistant at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities April 2010 - Present
Design Underwriting Inc. November 1989 - November 2009
Skills
Investments
Education
Calvin College 1983 — 1987
Bachelor's Degree, Secondary Education and Teaching
Richfield Springs Central School
Fifth Third Securities April 2010 - Present
Design Underwriting Inc. November 1989 - November 2009
Skills
Investments
Education
Calvin College 1983 — 1987
Bachelor's Degree, Secondary Education and Teaching
Richfield Springs Central School
Dede Herfel's Fifth Third Securities Experience September 2008 - Present
Job Licensed Sales Assistant at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities September 2008 - Present
Morton Learning Center June 1997 - April 2005
Education
Franklin University 1984 — 1987
Bachelors degree, human resources
Albion College 1981 — 1983
Fifth Third Securities September 2008 - Present
Morton Learning Center June 1997 - April 2005
Education
Franklin University 1984 — 1987
Bachelors degree, human resources
Albion College 1981 — 1983
Zachary Kessler's Fifth Third Securities Experience March 2014 - Present
Job Collections Compliance Analyst, Loss Mitigation at Fifth Third Securities
Industry
Experience
Fifth Third Securities March 2014 - Present
Hamilton County Public Defender January 2013 - December 2013
Hamilton County Public Defender June 2012 - August 2012
Legal Aid Society of Greater Cincinnati September 2011 - December 2011
Children’s Law Center June 2011 - August 2011
Education
University of Cincinnati College of Law 2010 — 2013
Doctor of Law (JD)
Ohio University 2007 — 2009
Master of Arts (MA), English
Dublin City University 2005 — 2006
Study Abroad Student
West Virginia University 2001 — 2006
Bachelor of Arts (BA), English and Communication Studies
Fifth Third Securities March 2014 - Present
Hamilton County Public Defender January 2013 - December 2013
Hamilton County Public Defender June 2012 - August 2012
Legal Aid Society of Greater Cincinnati September 2011 - December 2011
Children’s Law Center June 2011 - August 2011
Education
University of Cincinnati College of Law 2010 — 2013
Doctor of Law (JD)
Ohio University 2007 — 2009
Master of Arts (MA), English
Dublin City University 2005 — 2006
Study Abroad Student
West Virginia University 2001 — 2006
Bachelor of Arts (BA), English and Communication Studies
Brian R. Carter's Fifth Third Securities Experience December 2000 - Present
Job Vice President, Institutional Investments at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities December 2000 - Present
Skills
Series 7, Series 63, Bonds
Education
Ashland University 2009 — 2012
Master of Business Administration (MBA), Finance, General
Otterbein College 1995 — 2000
Bachelor of Business Administration (BBA), Finance, General
Fifth Third Securities December 2000 - Present
Skills
Series 7, Series 63, Bonds
Education
Ashland University 2009 — 2012
Master of Business Administration (MBA), Finance, General
Otterbein College 1995 — 2000
Bachelor of Business Administration (BBA), Finance, General
Jill Perrin's Fifth Third Securities Experience October 2012 - Present
Job
Industry Financial Services
Experience
Fifth Third Securities October 2012 - Present
Great American Insurance June 2011 - November 2012
Lincoln Investment Planning August 2010 - June 2011
GREAT AMERICAN ADVISORS February 2000 - August 2010
Education
Gateway Community and Technical College
State License -Kentucky, Cosmetology/Cosmetologist, General
Northern Kentucky University
None, Business Administration, Management and Operations
Fifth Third Securities October 2012 - Present
Great American Insurance June 2011 - November 2012
Lincoln Investment Planning August 2010 - June 2011
GREAT AMERICAN ADVISORS February 2000 - August 2010
Education
Gateway Community and Technical College
State License -Kentucky, Cosmetology/Cosmetologist, General
Northern Kentucky University
None, Business Administration, Management and Operations
James Gisondi's Fifth Third Securities Experience November 2008 - May 2011
Job Internal Wholesaler, AIG Financial Distibutors
Industry Financial Services
Experience
AIG Financial Distributors September 2012 - Present
E*TRADE Financial May 2011 - April 2012
Fifth Third Securities November 2008 - May 2011
Morgan Stanley Smith Barney January 2006 - November 2008
Skills
Strategic Financial..., Financial Advisory, Investments, IRAs, Retirement, 401k, 401k Rollovers, Stock Exchange, Options, Life Insurance, Wealth Management, Defined Benefit
Education
California State University-Sacramento
Economics
San Francisco State University
Economics
University of California, Davis
Economics
AIG Financial Distributors September 2012 - Present
E*TRADE Financial May 2011 - April 2012
Fifth Third Securities November 2008 - May 2011
Morgan Stanley Smith Barney January 2006 - November 2008
Skills
Strategic Financial..., Financial Advisory, Investments, IRAs, Retirement, 401k, 401k Rollovers, Stock Exchange, Options, Life Insurance, Wealth Management, Defined Benefit
Education
California State University-Sacramento
Economics
San Francisco State University
Economics
University of California, Davis
Economics
Stringfield John's Fifth Third Securities Experience
Job VP at Fifth Third Bank National Healthcare
Industry Financial Services
Experience
Fifth Third Securities
Skills
Credit, Portfolio Management, Financial Analysis, Banking
Education
Baylor University 1988 — 1991
Bachelor's Degree, Finance and Marketing
Fifth Third Securities
Skills
Credit, Portfolio Management, Financial Analysis, Banking
Education
Baylor University 1988 — 1991
Bachelor's Degree, Finance and Marketing
Eric Bruckner's Fifth Third Securities Experience October 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Fifth Third Securities October 2014 - Present
Edward Jones 2010 - 2013
Pieratt's appliance and electronics January 2010 - August 2010
Education
Eastern Kentucky University 2006 — 2011
Bachelor of Arts (B.A.), Business Communication Studies
Fifth Third Securities October 2014 - Present
Edward Jones 2010 - 2013
Pieratt's appliance and electronics January 2010 - August 2010
Education
Eastern Kentucky University 2006 — 2011
Bachelor of Arts (B.A.), Business Communication Studies
Joshua Beitel's Fifth Third Securities Experience 2014 - Present
Job Financial Advisor at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank January 2014 - Present
Fifth Third Securities 2014 - Present
Education
Franklin University 2010 — 2015
Marketing, Specialized Sales, Merchandising and Marketing Operations
Fifth Third Bank January 2014 - Present
Fifth Third Securities 2014 - Present
Education
Franklin University 2010 — 2015
Marketing, Specialized Sales, Merchandising and Marketing Operations
Robert Lorenz's Fifth Third Securities Experience September 2006 - April 2008
Job Financial Advisor at BMO Harris Financial Advisors LLC
Industry Financial Services
Experience
BMO Harris Financial Advisors LLC January 2015 - Present
J.P. Morgan Securities, LLC October 2010 - January 2015
Genworth April 2008 - October 2010
Fifth Third Securities September 2006 - April 2008
Ameriprise Financial Services, Inc. July 2003 - September 2006
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Finance
DeVry University
Bachelor of Science in Technical Management, Computer Information Systems
BMO Harris Financial Advisors LLC January 2015 - Present
J.P. Morgan Securities, LLC October 2010 - January 2015
Genworth April 2008 - October 2010
Fifth Third Securities September 2006 - April 2008
Ameriprise Financial Services, Inc. July 2003 - September 2006
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Finance
DeVry University
Bachelor of Science in Technical Management, Computer Information Systems
Cara Lynn Hines's Fifth Third Securities Experience November 2004 - October 2012
Job Clinic Support Coordinator at Hope Clinic
Industry Medical Practice
Experience
Hope Clinic March 2013 - Present
Fifth Third Securities November 2004 - October 2012
Fifth Third Bank August 1990 - November 2004
Readmore Bookstore May 1986 - April 1990
Troup Furniture April 1980 - August 1989
Middletown City Schools April 1978 - December 1980
Education
Pamlico Community College 2014 — 2017
Medical office
Sinclair Community College 1987 — 1989
Associate's degree, Legal Assistant/Paralegal
Miami University 1974 — 1978
Bachelor's degree, Family and Consumer Sciences/Home Economics Teacher Education
Hope Clinic March 2013 - Present
Fifth Third Securities November 2004 - October 2012
Fifth Third Bank August 1990 - November 2004
Readmore Bookstore May 1986 - April 1990
Troup Furniture April 1980 - August 1989
Middletown City Schools April 1978 - December 1980
Education
Pamlico Community College 2014 — 2017
Medical office
Sinclair Community College 1987 — 1989
Associate's degree, Legal Assistant/Paralegal
Miami University 1974 — 1978
Bachelor's degree, Family and Consumer Sciences/Home Economics Teacher Education
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY