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
Alexander Foss Alexander Foss's Fifth Third Securities Experience December 2013 - Present
Job Licensed Investment Support Specialist at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities December 2013 - Present
Fifth Third Bank January 2011 - November 2013
Bankers Life March 2010 - January 2011
Edward Jones June 2009 - February 2010
University of Missouri January 2008 - May 2009
Skills
Series 7, Series 66
Education
University of Missouri-Columbia, College of Business
Master of Business Administration (M.B.A.), Finance, 3.7/4.0
University of Missouri-Columbia
Bachelor's Degree, Marketing, 3.5/4.0
Fifth Third Securities December 2013 - Present
Fifth Third Bank January 2011 - November 2013
Bankers Life March 2010 - January 2011
Edward Jones June 2009 - February 2010
University of Missouri January 2008 - May 2009
Skills
Series 7, Series 66
Education
University of Missouri-Columbia, College of Business
Master of Business Administration (M.B.A.), Finance, 3.7/4.0
University of Missouri-Columbia
Bachelor's Degree, Marketing, 3.5/4.0
Christa Halsey Christa Halsey's Fifth Third Securities Experience 2002 - 2006
Job AVP, Financial Advisor at First Financial Wealth Management
Industry Financial Services
Experience
Raymond James Financial Services, Inc. 2010 - Present
JPMorgan Chase 2006 - 2010
Fifth Third Securities 2002 - 2006
Bank One 1994 - 2002
Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Series 7, Retirement, Mutual Funds, Estate Planning, Investment Advisory, Fixed Annuities, Asset Allocation, Portfolio Management, Series 63, Securities, Asset Management, Life Insurance, Financial Services, IRAs, Investment Strategies, Wealth Management..., ETFs, Series 65, High Net Worth..., Variable Annuities, Long Term Care Insurance, Pensions, Finance, 401k, Financial Planning
Education
University of Cincinnati College of Business
Business/Managerial Economics
Raymond James Financial Services, Inc. 2010 - Present
JPMorgan Chase 2006 - 2010
Fifth Third Securities 2002 - 2006
Bank One 1994 - 2002
Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Series 7, Retirement, Mutual Funds, Estate Planning, Investment Advisory, Fixed Annuities, Asset Allocation, Portfolio Management, Series 63, Securities, Asset Management, Life Insurance, Financial Services, IRAs, Investment Strategies, Wealth Management..., ETFs, Series 65, High Net Worth..., Variable Annuities, Long Term Care Insurance, Pensions, Finance, 401k, Financial Planning
Education
University of Cincinnati College of Business
Business/Managerial Economics
Brian C. Sumner, CFP®,CIMA® Brian C. Sumner, CFP®,CIMA®'s Fifth Third Securities Experience 1998 - 2001
Job Vice President, RIA Consulting Group Western U.S. at Calamos Investments
Industry Financial Services
Experience
Calamos Investments 2014 - Present
Curian Capital, LLC 2011 - 2014
Trust Company of America 2010 - 2011
Walton International Group 2008 - 2010
TIAA-CREF Asset Management 2001 - 2008
Fifth Third Securities 1998 - 2001
Education
University of Kentucky
Bachelor of Arts
Wharton School, University of Pennsylvania
Executive Education
Vanderbilt University
Owen Graduate School of Management
Calamos Investments 2014 - Present
Curian Capital, LLC 2011 - 2014
Trust Company of America 2010 - 2011
Walton International Group 2008 - 2010
TIAA-CREF Asset Management 2001 - 2008
Fifth Third Securities 1998 - 2001
Education
University of Kentucky
Bachelor of Arts
Wharton School, University of Pennsylvania
Executive Education
Vanderbilt University
Owen Graduate School of Management
David Theiss, CPA David Theiss, CPA's Fifth Third Securities Experience April 2013 - December 2013
Job MassMutual Ohio
Industry Financial Services
Experience
MassMutual Ohio 2014 - 2014
Fifth Third Securities April 2013 - December 2013
Foreside Financial Group, LLC September 2002 - April 2013
Education
University of Maryland University College 2008 — 2010
Masters Degree, Accounting and Finance, 3.5
University of Toledo 1990 — 1994
Bachelor of Applied Science (BASc), Legal Studies, General
MassMutual Ohio 2014 - 2014
Fifth Third Securities April 2013 - December 2013
Foreside Financial Group, LLC September 2002 - April 2013
Education
University of Maryland University College 2008 — 2010
Masters Degree, Accounting and Finance, 3.5
University of Toledo 1990 — 1994
Bachelor of Applied Science (BASc), Legal Studies, General
Brad Maikranz's Fifth Third Securities Experience October 1997 - March 2005
Job Summit Financial Solutions, LLC at Investment Advisor
Industry Investment Management
Experience
LifeMark Securities Corp June 2012 - Present
Investment Advisor July 2012 - Present
Colonial Assisted Living July 2009 - Present
Forsyth Securities Inc. January 2006 - June 2012
Sigma Financial Corporation May 2005 - January 2006
Fifth Third Securities October 1997 - March 2005
Citizens National Bank March 1995 - March 1997
Citizens National Bank October 1992 - March 1995
Skills
Investments, Wealth Management, Financial Planning, Retirement Planning, Strategic Financial..., Portfolio Management, Financial Advisory, Estate Planning, Fixed Annuities, Asset Allocation, Investment Advisory, Equities, Alternative Investments, Insurance, ETFs, Asset Management, Investment Strategies, Asset Managment, Series 7, Wealth Management..., Bonds, Series 63, Securities, Wealth, Retirement, Fixed Income, 401k, Financial Planners, Series 65, Options, Separately Managed..., IRAs, Series 24, FINRA, Investment Management, Life Insurance, Equity Research, Finance, Mutual Funds, Financial Services, Risk Management, Strategic Planning, Financial Analysis, Strategy, Registered Investment..., Microsoft Office
Education
University of Evansville 1988 — 2002
Bachelor of Applied Science (B.A.Sc.), Economics & Finance
Princeton Community High School 1984 — 1988
yes, College Prep
LifeMark Securities Corp June 2012 - Present
Investment Advisor July 2012 - Present
Colonial Assisted Living July 2009 - Present
Forsyth Securities Inc. January 2006 - June 2012
Sigma Financial Corporation May 2005 - January 2006
Fifth Third Securities October 1997 - March 2005
Citizens National Bank March 1995 - March 1997
Citizens National Bank October 1992 - March 1995
Skills
Investments, Wealth Management, Financial Planning, Retirement Planning, Strategic Financial..., Portfolio Management, Financial Advisory, Estate Planning, Fixed Annuities, Asset Allocation, Investment Advisory, Equities, Alternative Investments, Insurance, ETFs, Asset Management, Investment Strategies, Asset Managment, Series 7, Wealth Management..., Bonds, Series 63, Securities, Wealth, Retirement, Fixed Income, 401k, Financial Planners, Series 65, Options, Separately Managed..., IRAs, Series 24, FINRA, Investment Management, Life Insurance, Equity Research, Finance, Mutual Funds, Financial Services, Risk Management, Strategic Planning, Financial Analysis, Strategy, Registered Investment..., Microsoft Office
Education
University of Evansville 1988 — 2002
Bachelor of Applied Science (B.A.Sc.), Economics & Finance
Princeton Community High School 1984 — 1988
yes, College Prep
Malaquias Paez's Fifth Third Securities Experience January 2011 - Present
Job Licensed Investment Support Specialist at Fifth Third Securities
Industry Banking
Experience
Fifth Third Securities January 2011 - Present
Fifth Third Bank June 2008 - January 2011
JPMorgan Chase April 2005 - June 2008
American Savings FSB January 2000 - April 2005
Skills
Series 63, Series 7
Education
Purdue University Calumet 2000 — 2001
Fifth Third Securities January 2011 - Present
Fifth Third Bank June 2008 - January 2011
JPMorgan Chase April 2005 - June 2008
American Savings FSB January 2000 - April 2005
Skills
Series 63, Series 7
Education
Purdue University Calumet 2000 — 2001
Kyle Williams Kyle Williams's Fifth Third Securities Experience October 2014 - Present
Job Investment Executive with Fifth Third Securities
Industry Investment Management
Experience
Fifth Third Securities October 2014 - Present
BB&T August 2013 - October 2014
Edward Jones May 2010 - July 2013
Show System Integrators July 2004 - April 2010
Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Series 7, 401k, Investment Strategies, Asset Allocation
Education
The University of Southern Mississippi 2001 — 2003
Bachelor's, Business & Marketing
Fifth Third Securities October 2014 - Present
BB&T August 2013 - October 2014
Edward Jones May 2010 - July 2013
Show System Integrators July 2004 - April 2010
Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Series 7, 401k, Investment Strategies, Asset Allocation
Education
The University of Southern Mississippi 2001 — 2003
Bachelor's, Business & Marketing
Judy Neal Judy Neal's Fifth Third Securities Experience August 1999 - Present
Job Funding & Processing Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Securities August 1999 - Present
Realism Is Loyalty May 2014 - Present
Fifth Third Bank August 1999 - Present
Fifth Third Bank August 1999 - Present
Fifth Third Bank August 1999 - Present
Fifth Third Bank August 1999 - Present
Fifth Third Bank August 1999 - Present
Wedgwood Christian Services January 2012 - February 2013
Dwelling Place Inc. 2008 - 2009
JC Penny August 1997 - August 1999
Skills
Credit, MH Counseling, Development Of Employees, Loan Documents, Consumer Lending, Loans, Process Improvement, Training, Customer Service, Underwriting, Auditing, Credit Analysis, Customer Satisfaction, Mortgage Banking, Accounting, Small Business Lending, General Ledger, Banking, Management, Team Building, Finance, Leadership, Public Speaking, Mortgage Lending, Microsoft Office
Education
University of Phoenix 2009 — 2013
Master's of Science, Mental Health Counseling/Counselor
University of Phoenix 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Human Services, General
Central High School 1988 — 1991
Diploma
Fifth Third Securities August 1999 - Present
Realism Is Loyalty May 2014 - Present
Fifth Third Bank August 1999 - Present
Fifth Third Bank August 1999 - Present
Fifth Third Bank August 1999 - Present
Fifth Third Bank August 1999 - Present
Fifth Third Bank August 1999 - Present
Wedgwood Christian Services January 2012 - February 2013
Dwelling Place Inc. 2008 - 2009
JC Penny August 1997 - August 1999
Skills
Credit, MH Counseling, Development Of Employees, Loan Documents, Consumer Lending, Loans, Process Improvement, Training, Customer Service, Underwriting, Auditing, Credit Analysis, Customer Satisfaction, Mortgage Banking, Accounting, Small Business Lending, General Ledger, Banking, Management, Team Building, Finance, Leadership, Public Speaking, Mortgage Lending, Microsoft Office
Education
University of Phoenix 2009 — 2013
Master's of Science, Mental Health Counseling/Counselor
University of Phoenix 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Human Services, General
Central High School 1988 — 1991
Diploma
Joseph Curtis Joseph Curtis's Fifth Third Securities Experience January 2010 - November 2013
Job Senior Premier Banker, Assistant Vice President at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank November 2013 - Present
Fifth Third Bank March 2010 - November 2013
Fifth Third Securities January 2010 - November 2013
Fifth Third Bank August 2008 - March 2010
Lorillard Tobacco Company August 2004 - August 2008
Financial Asset Management Systems January 2002 - July 2004
Skills
Banking, Customer Service, Sales Management, Cross Selling, Insurance, Consumer Lending, Sales, Account Management, Coaching, Series 63, Strategic Planning, Cold Calling, CRM
Education
University of Missouri-Saint Louis 2000 — 2002
B.A., COMMUNICATIONS
St. Charles Community College 1998 — 2000
Hazelwood West HS 1995 — 1998
BMO Harris Bank November 2013 - Present
Fifth Third Bank March 2010 - November 2013
Fifth Third Securities January 2010 - November 2013
Fifth Third Bank August 2008 - March 2010
Lorillard Tobacco Company August 2004 - August 2008
Financial Asset Management Systems January 2002 - July 2004
Skills
Banking, Customer Service, Sales Management, Cross Selling, Insurance, Consumer Lending, Sales, Account Management, Coaching, Series 63, Strategic Planning, Cold Calling, CRM
Education
University of Missouri-Saint Louis 2000 — 2002
B.A., COMMUNICATIONS
St. Charles Community College 1998 — 2000
Hazelwood West HS 1995 — 1998
Christina Byler's Fifth Third Securities Experience December 2012 - Present
Job Investment representative
Industry Financial Services
Experience
Fifth Third Securities December 2012 - Present
5/3 bank January 2012 - Present
Skills
Credit, Commercial Lending, Small Business Lending, Lines Of Credit, Cross Selling, Deposits, Retail Banking, Mortgage Banking, Treasury Management, Residential Mortgages, Refinance, Cash Management, Mutual Funds, Home Equity Lines of..., Home Equity Loans, Securities, Underwriting, Series 6, Retirement Planning, Financial Services, Financial Advisory, SBA, Bonds, Investment Advisory, Credit Risk, Finance, Branch Banking, Loan Servicing, USDA, Credit Cards, Financial Risk, Fixed Income, Mortgage Servicing, Financial Structuring, Financial Analysis, Merchant Services, Customer Service, Sales, Banking, Loans, Consumer Lending, Portfolio Management, Loan Origination, Microsoft Office, Investments, Relationship Management
Education
Sinclair Community College 2001 — 2006
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Wayne high school 1997 — 2000
Fifth Third Securities December 2012 - Present
5/3 bank January 2012 - Present
Skills
Credit, Commercial Lending, Small Business Lending, Lines Of Credit, Cross Selling, Deposits, Retail Banking, Mortgage Banking, Treasury Management, Residential Mortgages, Refinance, Cash Management, Mutual Funds, Home Equity Lines of..., Home Equity Loans, Securities, Underwriting, Series 6, Retirement Planning, Financial Services, Financial Advisory, SBA, Bonds, Investment Advisory, Credit Risk, Finance, Branch Banking, Loan Servicing, USDA, Credit Cards, Financial Risk, Fixed Income, Mortgage Servicing, Financial Structuring, Financial Analysis, Merchant Services, Customer Service, Sales, Banking, Loans, Consumer Lending, Portfolio Management, Loan Origination, Microsoft Office, Investments, Relationship Management
Education
Sinclair Community College 2001 — 2006
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Wayne high school 1997 — 2000
Steve Tuchfarber Steve Tuchfarber's Fifth Third Securities Experience July 2010 - Present
Job Financial Center Manager III, AVP
Industry Financial Services
Experience
Fifth Third Bank January 2011 - Present
Fifth Third Securities July 2010 - Present
Fifth Third Bank September 2007 - January 2011
Fifth Third Bank August 2004 - September 2007
Fifth Third Bank January 2003 - August 2004
Skills
Consumer Lending, Investments, Mortgage Lending, Loans, Small Business Lending, Banking, Commercial Lending, Cross Selling, Retail Banking, Commercial Banking, Lines Of Credit, Credit, Credit Analysis, Finance, Loan Origination, Treasury Management, Series 63, Series 6, Financial Services, Wealth Management, Branch Management, Mortgage Banking, Credit Cards, Deposits, Insurance, Mutual Funds, Investment Advisory, Retirement Planning, Refinance, Cash Management, Financial Advisory, Internet Banking, Securities, Home Equity Lines of..., Bonds, Sales, Branch Banking, Home Equity Loans, Debit Cards, Banking Relationships, Fixed Annuities
Education
University of Cincinnati College of Business 1998 — 2003
Bachelor of Business Administration (BBA), Marketing
University of Cincinnati College of Business 1998 — 2003
Bachelor of Business Administration (BBA), Marketing
Fifth Third Bank January 2011 - Present
Fifth Third Securities July 2010 - Present
Fifth Third Bank September 2007 - January 2011
Fifth Third Bank August 2004 - September 2007
Fifth Third Bank January 2003 - August 2004
Skills
Consumer Lending, Investments, Mortgage Lending, Loans, Small Business Lending, Banking, Commercial Lending, Cross Selling, Retail Banking, Commercial Banking, Lines Of Credit, Credit, Credit Analysis, Finance, Loan Origination, Treasury Management, Series 63, Series 6, Financial Services, Wealth Management, Branch Management, Mortgage Banking, Credit Cards, Deposits, Insurance, Mutual Funds, Investment Advisory, Retirement Planning, Refinance, Cash Management, Financial Advisory, Internet Banking, Securities, Home Equity Lines of..., Bonds, Sales, Branch Banking, Home Equity Loans, Debit Cards, Banking Relationships, Fixed Annuities
Education
University of Cincinnati College of Business 1998 — 2003
Bachelor of Business Administration (BBA), Marketing
University of Cincinnati College of Business 1998 — 2003
Bachelor of Business Administration (BBA), Marketing
Josh Dunn's Fifth Third Securities Experience September 2015 - Present
Job Investment Executive at Fifth Third Securities, inc.
Industry Financial Services
Experience
Fifth Third Securities September 2015 - Present
Fifth Third Bank October 2013 - Present
Fifth Third Bank April 2012 - September 2013
PNC June 2009 - April 2012
Education
Mount Union College 2005 — 2009
Bachelor of Arts (B.A.), Communication and Media Studies
Fifth Third Securities September 2015 - Present
Fifth Third Bank October 2013 - Present
Fifth Third Bank April 2012 - September 2013
PNC June 2009 - April 2012
Education
Mount Union College 2005 — 2009
Bachelor of Arts (B.A.), Communication and Media Studies
Kisha English's Fifth Third Securities Experience 2012 - 2013
Job .
Industry Hospital & Health Care
Experience
Paycation Travel June 2015 - Present
Novant Health February 2014 - July 2015
Fifth Third Securities 2012 - 2013
Zenta August 2010 - February 2012
Serenity Behavioral Health Systems February 2009 - August 2010
Georgia Bank and Trust June 2003 - June 2008
First Union National Bank January 1996 - December 2002
Skills
Banking, Consumer Lending, FHA, Mortgage Lending, Refinance, Loan Origination, Residential Mortgages, Credit, Credit Analysis, Loans, USDA, Lines Of Credit, Cross Selling, Commercial Lending, Customer Service, Mortgage Banking, Underwriting
Education
Strayer University 2012 — 2015
Master’s Degree, Human Resources Management and Services
Troy University 2006 — 2008
Bachelor of Science (BS), Criminal Justice
Paycation Travel June 2015 - Present
Novant Health February 2014 - July 2015
Fifth Third Securities 2012 - 2013
Zenta August 2010 - February 2012
Serenity Behavioral Health Systems February 2009 - August 2010
Georgia Bank and Trust June 2003 - June 2008
First Union National Bank January 1996 - December 2002
Skills
Banking, Consumer Lending, FHA, Mortgage Lending, Refinance, Loan Origination, Residential Mortgages, Credit, Credit Analysis, Loans, USDA, Lines Of Credit, Cross Selling, Commercial Lending, Customer Service, Mortgage Banking, Underwriting
Education
Strayer University 2012 — 2015
Master’s Degree, Human Resources Management and Services
Troy University 2006 — 2008
Bachelor of Science (BS), Criminal Justice
A. Henry Armistead's Fifth Third Securities Experience March 2015 - May 2015
Job CoFounder + CEO at Happy Moose Juice
Industry Food & Beverages
Experience
Happy Moose Juice June 2013 - Present
Fifth Third Securities March 2015 - May 2015
Fifth Third Securities April 2014 - March 2015
Challenger Capital Group August 2013 - April 2014
Challenger Capital Group March 2012 - August 2013
ORIX June 2011 - March 2012
Skills
Valuation, Due Diligence, Investment Banking, Mergers, LBO, DCF, Financial Statement..., Private Placements
Education
Southern Methodist University - Cox School of Business 2006 — 2010
BBA, Finance
UNO-Innsbruck International Summer School 2008 — 2008
The McCallie School 2003 — 2006
Happy Moose Juice June 2013 - Present
Fifth Third Securities March 2015 - May 2015
Fifth Third Securities April 2014 - March 2015
Challenger Capital Group August 2013 - April 2014
Challenger Capital Group March 2012 - August 2013
ORIX June 2011 - March 2012
Skills
Valuation, Due Diligence, Investment Banking, Mergers, LBO, DCF, Financial Statement..., Private Placements
Education
Southern Methodist University - Cox School of Business 2006 — 2010
BBA, Finance
UNO-Innsbruck International Summer School 2008 — 2008
The McCallie School 2003 — 2006
Natalie Danielle (Danielle Goslee) Knerr Natalie Danielle (Danielle Goslee) Knerr's Fifth Third Securities Experience March 2013 - February 2014
Job Licensed Investment Sales Coordinator, Huntington Investment Company
Industry Financial Services
Experience
Huntington Investment Company May 2015 - Present
JPMorgan Securities, LLC February 2014 - May 2015
Fifth Third Securities March 2013 - February 2014
Huntington Investment Co August 2006 - March 2013
Bank One 1999 - 2005
Franklin County May 1995 - October 1998
Education
The Ohio State University 1990 — 1993
Bachelor of Arts (B.A.), Anthropology
Huntington Investment Company May 2015 - Present
JPMorgan Securities, LLC February 2014 - May 2015
Fifth Third Securities March 2013 - February 2014
Huntington Investment Co August 2006 - March 2013
Bank One 1999 - 2005
Franklin County May 1995 - October 1998
Education
The Ohio State University 1990 — 1993
Bachelor of Arts (B.A.), Anthropology
Cameron Lee's Fifth Third Securities Experience July 2012 - October 2013
Job Investment Banking Analyst at Cowen and Company
Industry Financial Services
Experience
Cowen and Company November 2013 - Present
Fifth Third Securities July 2012 - October 2013
J.P. Morgan June 2011 - August 2011
FBR June 2010 - August 2010
Skills
Investment Banking, Finance
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Cowen and Company November 2013 - Present
Fifth Third Securities July 2012 - October 2013
J.P. Morgan June 2011 - August 2011
FBR June 2010 - August 2010
Skills
Investment Banking, Finance
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Alfred Hill Jr.'s Fifth Third Securities Experience April 2007 - Present
Job Senior Remarketing Analyst (Officer) at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities April 2007 - Present
National City Commercial Credit Corp. March 2002 - April 2007
Wells Fargo Finance July 1999 - March 2002
Skills
Financial Analysis, Strategic Planning, Microsoft Excel, Customer Service, Insurance, Risk Management, Process Improvement, Account Management, Forecasting, Coaching, Team Leadership, Leadership, Sales, Operations Management, Team Building, Finance, Public Speaking, Microsoft Office
Education
Purdue University 1991 — 1995
Bachelor of Arts (B.A.), Business/Corporate Communications
Fifth Third Securities April 2007 - Present
National City Commercial Credit Corp. March 2002 - April 2007
Wells Fargo Finance July 1999 - March 2002
Skills
Financial Analysis, Strategic Planning, Microsoft Excel, Customer Service, Insurance, Risk Management, Process Improvement, Account Management, Forecasting, Coaching, Team Leadership, Leadership, Sales, Operations Management, Team Building, Finance, Public Speaking, Microsoft Office
Education
Purdue University 1991 — 1995
Bachelor of Arts (B.A.), Business/Corporate Communications
Clint Carmichael Clint Carmichael's Fifth Third Securities Experience August 2012 - June 2013
Job Associate at Stockwell Capital
Industry Capital Markets
Experience
Stockwell Capital July 2013 - Present
Fifth Third Securities August 2012 - June 2013
IBERIABANK July 2011 - August 2012
IBERIABANK July 2010 - June 2011
Regions Business Capital September 2009 - March 2010
SRB Servicing, LLC May 2009 - August 2009
Skills
Cash Flow Lending, Credit Analysis, Corporate Finance, Investments, Capital Markets, Credit, Fixed Income, Commercial Banking, Analysis, Portfolio Management, Loans, Commercial Lending, Banking, Underwriting, Bloomberg, Capital IQ, SEC Financial Reporting, SEC filings
Education
Southern Methodist University 2006 — 2010
Bachelor's Degree, Finance
Danish Institute for Study Abroad 2008 — 2008
International Finance / Psychology
Stockwell Capital July 2013 - Present
Fifth Third Securities August 2012 - June 2013
IBERIABANK July 2011 - August 2012
IBERIABANK July 2010 - June 2011
Regions Business Capital September 2009 - March 2010
SRB Servicing, LLC May 2009 - August 2009
Skills
Cash Flow Lending, Credit Analysis, Corporate Finance, Investments, Capital Markets, Credit, Fixed Income, Commercial Banking, Analysis, Portfolio Management, Loans, Commercial Lending, Banking, Underwriting, Bloomberg, Capital IQ, SEC Financial Reporting, SEC filings
Education
Southern Methodist University 2006 — 2010
Bachelor's Degree, Finance
Danish Institute for Study Abroad 2008 — 2008
International Finance / Psychology
Jerry Winhoven Jerry Winhoven's Fifth Third Securities Experience 2003 - 2006
Job Certified Brand Ambassador at Lincoln Motor Company
Industry Financial Services
Experience
Lincoln of Delray Beach, Florida July 2014 - Present
JPMorgan Chase May 2010 - February 2014
Key Investment Services February 2006 - July 2008
Fifth Third Securities 2003 - 2006
Morgan Stanley 2001 - 2003
Skills
Management, Portfolio Management, Wealth Management, Equities
Education
Sinclair Community College 1996 — 2000
Finance Cirriculum, Finance and Financial Management Services
Lincoln of Delray Beach, Florida July 2014 - Present
JPMorgan Chase May 2010 - February 2014
Key Investment Services February 2006 - July 2008
Fifth Third Securities 2003 - 2006
Morgan Stanley 2001 - 2003
Skills
Management, Portfolio Management, Wealth Management, Equities
Education
Sinclair Community College 1996 — 2000
Finance Cirriculum, Finance and Financial Management Services
Audrey Cawman's Fifth Third Securities Experience May 2012 - March 2014
Job Territory Manager, Jefferson National
Industry Financial Services
Experience
Jefferson National January 2015 - Present
Haberer Investments March 2014 - January 2015
Fifth Third Securities May 2012 - March 2014
SunTrust Investment Services March 2010 - May 2012
PLANCO, The Hartford February 2006 - March 2010
Skills
Series 7, Mutual Funds, Insurance, Investments, Management
Education
University of Kentucky 1996 — 2001
Bachelor of Arts (B.A.), Psychology
Jefferson National January 2015 - Present
Haberer Investments March 2014 - January 2015
Fifth Third Securities May 2012 - March 2014
SunTrust Investment Services March 2010 - May 2012
PLANCO, The Hartford February 2006 - March 2010
Skills
Series 7, Mutual Funds, Insurance, Investments, Management
Education
University of Kentucky 1996 — 2001
Bachelor of Arts (B.A.), Psychology
Sean Finegan Sean Finegan's Fifth Third Securities Experience June 2015 - Present
Job Institutional Support Representative at Fifth Third Securities
Industry Investment Banking
Experience
Fifth Third Securities June 2015 - Present
Elemetal Capital December 2013 - May 2015
ELEMETAL, LLC September 2013 - December 2013
University of Delaware September 2008 - May 2013
Hydro Systems Company June 2011 - August 2012
Skills
Team Leadership, Time Management, Adaptability, Goal Oriented, Computer/Technical..., Non-profit Volunteer, Microsoft Excel, Teamwork, Athletics, Customer Service, Leadership, Public Speaking, Coaching, PowerPoint, Management, Event Planning
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2013
B.S. Finance, B.S. Marketing
Archbishop Moeller High School 2004 — 2008
Fifth Third Securities June 2015 - Present
Elemetal Capital December 2013 - May 2015
ELEMETAL, LLC September 2013 - December 2013
University of Delaware September 2008 - May 2013
Hydro Systems Company June 2011 - August 2012
Skills
Team Leadership, Time Management, Adaptability, Goal Oriented, Computer/Technical..., Non-profit Volunteer, Microsoft Excel, Teamwork, Athletics, Customer Service, Leadership, Public Speaking, Coaching, PowerPoint, Management, Event Planning
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2013
B.S. Finance, B.S. Marketing
Archbishop Moeller High School 2004 — 2008
Devin Johnson Devin Johnson's Fifth Third Securities Experience August 2009 - August 2011
Job Voya Financial Advisors & the Insurance Consultants of Florida, Inc
Industry Financial Services
Experience
Insurance Consultants of Florida, Inc May 2014 - Present
Voya Financial Advisors July 2013 - Present
Bankers Life and Casualty Company August 2011 - July 2013
Fifth Third Securities August 2009 - August 2011
Education
University of Illinois at Chicago 1997 — 2000
Insurance Consultants of Florida, Inc May 2014 - Present
Voya Financial Advisors July 2013 - Present
Bankers Life and Casualty Company August 2011 - July 2013
Fifth Third Securities August 2009 - August 2011
Education
University of Illinois at Chicago 1997 — 2000
Jeffrey L Ryan's Fifth Third Securities Experience May 1999 - June 2014
Job Wealth Advisor Ergawealth Advisors, Indiana and Chicago, Illinois offices
Industry Financial Services
Experience
Ergawealth Advisors June 2014 - Present
Fifth Third Securities May 1999 - June 2014
Merrill Lynch February 1997 - May 1999
Self Employed May 1994 - February 1997
National Steel June 1987 - May 1994
Skills
Strategic Financial..., Investments, Insurance, Series 63, Mutual Funds, Portfolio Management, Financial Analysis, Risk Management, Series 7, Retirement Planning, Wealth Management, Securities, Investment Advisory, Asset Allocation, Investment Strategies
Education
Purdue University Calumet 1986 — 1994
Bachelor's Degree, Finance and Accounting
Chesterton High School 1983 — 1986
High School
Ergawealth Advisors June 2014 - Present
Fifth Third Securities May 1999 - June 2014
Merrill Lynch February 1997 - May 1999
Self Employed May 1994 - February 1997
National Steel June 1987 - May 1994
Skills
Strategic Financial..., Investments, Insurance, Series 63, Mutual Funds, Portfolio Management, Financial Analysis, Risk Management, Series 7, Retirement Planning, Wealth Management, Securities, Investment Advisory, Asset Allocation, Investment Strategies
Education
Purdue University Calumet 1986 — 1994
Bachelor's Degree, Finance and Accounting
Chesterton High School 1983 — 1986
High School
Brian Tarro Brian Tarro's Fifth Third Securities Experience June 2012 - January 2014
Job Financial Advisor at Herbst Financial Advisors, Inc.
Industry Investment Management
Experience
Herbst Financial Advisors, Inc. February 2014 - Present
Fifth Third Securities June 2012 - January 2014
Family-owned / Privately-held October 2010 - May 2012
NACC January 2010 - 2011
Ameriprise Financial November 2007 - January 2010
Sikich 2010 - 2010
UBS Wealth Management April 2006 - June 2007
Perfect Image 1999 - 2006
Education
University of Illinois at Chicago
Bachelor of Science, Finance
Herbst Financial Advisors, Inc. February 2014 - Present
Fifth Third Securities June 2012 - January 2014
Family-owned / Privately-held October 2010 - May 2012
NACC January 2010 - 2011
Ameriprise Financial November 2007 - January 2010
Sikich 2010 - 2010
UBS Wealth Management April 2006 - June 2007
Perfect Image 1999 - 2006
Education
University of Illinois at Chicago
Bachelor of Science, Finance
Mark Bates, CFP, EA, CDFA Mark Bates, CFP, EA, CDFA's Fifth Third Securities Experience 2002 - 2010
Job Helping people make smart financial decisions
Industry Investment Management
Experience
Wealthquest April 2012 - Present
Wealthquest April 2010 - April 2012
Fifth Third Securities 2002 - 2010
Highland District Hospital September 2006 - September 2009
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Investment Strategies, Investment Advisory, Retirement, Asset Allocation, Estate Planning, Financial Planning, Tax
Education
Fairfield-Leesburg High School 1984 — 1987
Southern State Community College
Business Management
The Ohio State University
Financial Planning
Wealthquest April 2012 - Present
Wealthquest April 2010 - April 2012
Fifth Third Securities 2002 - 2010
Highland District Hospital September 2006 - September 2009
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Investment Strategies, Investment Advisory, Retirement, Asset Allocation, Estate Planning, Financial Planning, Tax
Education
Fairfield-Leesburg High School 1984 — 1987
Southern State Community College
Business Management
The Ohio State University
Financial Planning
Sabrina Mason's Fifth Third Securities Experience November 2009 - November 2010
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC June 2011 - Present
Allstate Insurance December 2010 - June 2011
Fifth Third Securities November 2009 - November 2010
Citi September 1994 - November 2009
Skills
Retirement Planning, Series 63, Mutual Funds, Wealth Management, Fixed Annuities, Retirement, Securities, Investments, Strategic Financial..., Financial Advisory, Life Insurance, Investment Advisory, Estate Planning, 401k, Insurance, FINRA, Financial Services, Disability Insurance, Financial Planners, 401k Rollovers, IRAs, Long-term Care, Series 65, Term Life Insurance, Variable Annuities, Finance, 529 Plans, Whole Life, Income Protection, Universal Life, Series 7, Series 6, Uniform Combined State..., Long Term Care Insurance
Education
University of Illinois at Urbana-Champaign 1986 — 1991
Bachelor of Arts (B.A.), Economics
Allstate Financial Services, LLC June 2011 - Present
Allstate Insurance December 2010 - June 2011
Fifth Third Securities November 2009 - November 2010
Citi September 1994 - November 2009
Skills
Retirement Planning, Series 63, Mutual Funds, Wealth Management, Fixed Annuities, Retirement, Securities, Investments, Strategic Financial..., Financial Advisory, Life Insurance, Investment Advisory, Estate Planning, 401k, Insurance, FINRA, Financial Services, Disability Insurance, Financial Planners, 401k Rollovers, IRAs, Long-term Care, Series 65, Term Life Insurance, Variable Annuities, Finance, 529 Plans, Whole Life, Income Protection, Universal Life, Series 7, Series 6, Uniform Combined State..., Long Term Care Insurance
Education
University of Illinois at Urbana-Champaign 1986 — 1991
Bachelor of Arts (B.A.), Economics
Gregory Helms Gregory Helms's Fifth Third Securities Experience March 2004 - January 2013
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Landing Point Financial Group - a private wealth advisory of Ameriprise Financial Services, Inc. February 2013 - Present
Fifth Third Securities March 2004 - January 2013
Education
Texas Christian University - M.J. Neeley School of Business 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance
Rocky River High School 1983 — 1987
College Prep
Landing Point Financial Group - a private wealth advisory of Ameriprise Financial Services, Inc. February 2013 - Present
Fifth Third Securities March 2004 - January 2013
Education
Texas Christian University - M.J. Neeley School of Business 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance
Rocky River High School 1983 — 1987
College Prep
Derek Vance Derek Vance's Fifth Third Securities Experience February 2009 - June 2010
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS January 2014 - Present
Thrivent Financial for Lutherans September 2012 - January 2014
KeyBank October 2011 - September 2012
Fifth Third Securities February 2009 - June 2010
Smith Barney November 2005 - January 2009
Skills
Finance, Retirement Planning, Series 7, Investment Advisory, Retirement, Series 63, Series 65, Asset Allocation, Wealth Management..., Investment Strategies, Strategic Financial..., Series 31
Education
Wright State University 2003 — 2005
Bachelor's degree, Organizational Leadership
Sinclair Community College 2000 — 2003
Associate's degree, Communication, General
UBS January 2014 - Present
Thrivent Financial for Lutherans September 2012 - January 2014
KeyBank October 2011 - September 2012
Fifth Third Securities February 2009 - June 2010
Smith Barney November 2005 - January 2009
Skills
Finance, Retirement Planning, Series 7, Investment Advisory, Retirement, Series 63, Series 65, Asset Allocation, Wealth Management..., Investment Strategies, Strategic Financial..., Series 31
Education
Wright State University 2003 — 2005
Bachelor's degree, Organizational Leadership
Sinclair Community College 2000 — 2003
Associate's degree, Communication, General
Eric E. Benson Eric E. Benson's Fifth Third Securities Experience 2001 - 2006
Job Senior Manager, Financial Technology at Deloitte & Touche LLP
Industry Financial Services
Experience
Deloitte February 2012 - Present
Verities Strategies Group November 2010 - February 2012
Financial Industry Technical Services, Inc. February 2007 - November 2010
Fifth Third Securities 2001 - 2006
Fifth Third Bank 1997 - 2001
Harris Bank & Trust 1996 - 1997
Fifth Third Bank 1992 - 1996
Mercer 1990 - 1992
US Army 1985 - 1987
Skills
Process Improvement, Product Development, Six Sigma, Risk Management, Banking, Team Building, Financial Services, Financial Analysis, Management, Relationship Management, Strategic Planning, Accounting, Operations Management, Asset Management, Due Diligence, Leadership, Lean Manufacturing, Portfolio Management, Project Management, Retirement Planning, Program Management, Loans
Education
University of Cincinnati 1992 — 1994
MBA, Operations Management
United States Military Academy at West Point 1981 — 1985
B.S., Economics
Deloitte February 2012 - Present
Verities Strategies Group November 2010 - February 2012
Financial Industry Technical Services, Inc. February 2007 - November 2010
Fifth Third Securities 2001 - 2006
Fifth Third Bank 1997 - 2001
Harris Bank & Trust 1996 - 1997
Fifth Third Bank 1992 - 1996
Mercer 1990 - 1992
US Army 1985 - 1987
Skills
Process Improvement, Product Development, Six Sigma, Risk Management, Banking, Team Building, Financial Services, Financial Analysis, Management, Relationship Management, Strategic Planning, Accounting, Operations Management, Asset Management, Due Diligence, Leadership, Lean Manufacturing, Portfolio Management, Project Management, Retirement Planning, Program Management, Loans
Education
University of Cincinnati 1992 — 1994
MBA, Operations Management
United States Military Academy at West Point 1981 — 1985
B.S., Economics
Marc Rastovic's Fifth Third Securities Experience August 2008 - March 2011
Job Territory Manager at Acelity
Industry Medical Devices
Experience
Acelity June 2014 - Present
Wound Care Solutions, Inc. March 2011 - June 2014
Fifth Third Securities August 2008 - March 2011
Skills
Insurance, Healthcare, Estate Planning, Sales Management, Microsoft Office, Investments, Retirement Planning, Account Management, Cold Calling, Sales Process, Salesforce.com, Sales, New Business Development, Sales Operations, Negotiation, Sales Presentations, Direct Sales, Marketing, B2B, Selling, Contract Negotiation, Marketing Strategy, Strategic Planning, Budgets, Hospitals, Management, Medical Devices, Leadership
Education
Purdue University 2004 — 2008
Bachelor's degree, Finance, General
Acelity June 2014 - Present
Wound Care Solutions, Inc. March 2011 - June 2014
Fifth Third Securities August 2008 - March 2011
Skills
Insurance, Healthcare, Estate Planning, Sales Management, Microsoft Office, Investments, Retirement Planning, Account Management, Cold Calling, Sales Process, Salesforce.com, Sales, New Business Development, Sales Operations, Negotiation, Sales Presentations, Direct Sales, Marketing, B2B, Selling, Contract Negotiation, Marketing Strategy, Strategic Planning, Budgets, Hospitals, Management, Medical Devices, Leadership
Education
Purdue University 2004 — 2008
Bachelor's degree, Finance, General
Bethany McClain Bethany McClain's Fifth Third Securities Experience September 2006 - November 2007
Job Financial Systems Manager
Industry Consumer Services
Experience
Cintas Corporation January 2014 - Present
Cintas June 2012 - January 2014
Cintas November 2007 - June 2012
Fifth Third Securities September 2006 - November 2007
Fifth Third Bank February 2005 - August 2006
Skills
SAP, SAP Portal, Movex, SAP MM, SAP FI/CO, SAP WM, Microsoft Office, Bloomberg Terminal, Hyperion Enterprise
Education
Penn State University 2000 — 2004
Bachelor of Science (B.S.), Accounting and Finance
Cintas Corporation January 2014 - Present
Cintas June 2012 - January 2014
Cintas November 2007 - June 2012
Fifth Third Securities September 2006 - November 2007
Fifth Third Bank February 2005 - August 2006
Skills
SAP, SAP Portal, Movex, SAP MM, SAP FI/CO, SAP WM, Microsoft Office, Bloomberg Terminal, Hyperion Enterprise
Education
Penn State University 2000 — 2004
Bachelor of Science (B.S.), Accounting and Finance
Sandy Derby, CFP®, ChFC™'s Fifth Third Securities Experience March 1997 - January 2001
Job President at Derby Financial & Associates
Industry Investment Management
Experience
Derby Financial & Associates January 2005 - Present
Fifth Third Bank January 2001 - December 2004
Fifth Third Securities March 1997 - January 2001
Skills
Customer Service, Public Speaking, Team Building, Leadership, Strategic Planning, Financial Planning, Finance, Investments, Event Planning, Management, Insurance
Education
The American College 2000 — 2006
Western Michigan University 1971 — 1979
Three Rivers High School 1969 — 1971
Kecoughtan High School 1966 — 1969
Derby Financial & Associates January 2005 - Present
Fifth Third Bank January 2001 - December 2004
Fifth Third Securities March 1997 - January 2001
Skills
Customer Service, Public Speaking, Team Building, Leadership, Strategic Planning, Financial Planning, Finance, Investments, Event Planning, Management, Insurance
Education
The American College 2000 — 2006
Western Michigan University 1971 — 1979
Three Rivers High School 1969 — 1971
Kecoughtan High School 1966 — 1969
Scott Barlow CFP® Scott Barlow CFP®'s Fifth Third Securities Experience December 2014 - Present
Job Vice PresidentInvestment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities December 2014 - Present
PNC Investments November 2012 - December 2014
Morgan Stanley Smith Barney April 2009 - November 2012
SunTrust Bank 2003 - 2009
AmSouth Bank July 2002 - October 2003
Merrill Lynch October 1999 - July 2002
Prudential Securities July 1997 - October 1999
Education
University of Florida - Warrington College Of Business 1993 — 1997
BABA, Management, Mass Communications
NEHI
Fifth Third Securities December 2014 - Present
PNC Investments November 2012 - December 2014
Morgan Stanley Smith Barney April 2009 - November 2012
SunTrust Bank 2003 - 2009
AmSouth Bank July 2002 - October 2003
Merrill Lynch October 1999 - July 2002
Prudential Securities July 1997 - October 1999
Education
University of Florida - Warrington College Of Business 1993 — 1997
BABA, Management, Mass Communications
NEHI
Usha Lettman Usha Lettman's Fifth Third Securities Experience March 2011 - Present
Job Licensed Investment Support Specialist at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities March 2011 - Present
Education
The University of Stirling
Fifth Third Securities March 2011 - Present
Education
The University of Stirling
Kurt Steves Kurt Steves's Fifth Third Securities Experience May 2011 - August 2013
Job Managing Director Corporate Banking at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank August 2013 - Present
Fifth Third Securities May 2011 - August 2013
Cardinal Capital Partners May 2007 - May 2011
JPMorgan August 1999 - May 2007
Education
Texas Tech University - Rawls College of Business 1997 — 1999
Master of Business Administration (MBA), Finance, General
Texas Tech University 1990 — 1995
Bachelor of Science (BS), Industrial Engineering
Fifth Third Bank August 2013 - Present
Fifth Third Securities May 2011 - August 2013
Cardinal Capital Partners May 2007 - May 2011
JPMorgan August 1999 - May 2007
Education
Texas Tech University - Rawls College of Business 1997 — 1999
Master of Business Administration (MBA), Finance, General
Texas Tech University 1990 — 1995
Bachelor of Science (BS), Industrial Engineering
Frederick Wright Frederick Wright's Fifth Third Securities Experience May 2010 - November 2012
Job Vice President at CenterState Bank
Industry Financial Services
Experience
CenterState Bank Central Florida, N.A. October 2014 - Present
J W Korth & Company November 2012 - September 2014
Fifth Third Securities May 2010 - November 2012
Seacoast National Bank February 2009 - February 2012
Skills
Retirement Planning, Mortgage Lending, Loans, Banking, Commercial Lending, Budgets, Small Business Lending, Retail Banking, Wealth Management, Credit Analysis, Consumer Lending, Series 7, New Business Development, Coaching, Commercial Banking, Management, Customer Service, Business Strategy, Strategic Planning, Cross Selling, Financial Services, Investments, Portfolio Management, Investment Advisory
Education
Thomas Edison State College
Bachelor's degree, Economics
CenterState Bank Central Florida, N.A. October 2014 - Present
J W Korth & Company November 2012 - September 2014
Fifth Third Securities May 2010 - November 2012
Seacoast National Bank February 2009 - February 2012
Skills
Retirement Planning, Mortgage Lending, Loans, Banking, Commercial Lending, Budgets, Small Business Lending, Retail Banking, Wealth Management, Credit Analysis, Consumer Lending, Series 7, New Business Development, Coaching, Commercial Banking, Management, Customer Service, Business Strategy, Strategic Planning, Cross Selling, Financial Services, Investments, Portfolio Management, Investment Advisory
Education
Thomas Edison State College
Bachelor's degree, Economics
Mitchell Stein's Fifth Third Securities Experience January 2010 - Present
Job Vice President, Investment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities January 2010 - Present
Citi Smith Barney September 2007 - January 2010
Ameriprise Financial Services, Inc. August 2005 - September 2007
Skills
Wealth Management, Investment Strategies, Life Insurance
Education
University of Michigan 2001 — 2005
Bachelor of Arts (B.A.), History
University School- Hunting Valley, OH 1998 — 2001
Fifth Third Securities January 2010 - Present
Citi Smith Barney September 2007 - January 2010
Ameriprise Financial Services, Inc. August 2005 - September 2007
Skills
Wealth Management, Investment Strategies, Life Insurance
Education
University of Michigan 2001 — 2005
Bachelor of Arts (B.A.), History
University School- Hunting Valley, OH 1998 — 2001
Nick Razzoog Nick Razzoog's Fifth Third Securities Experience September 2005 - Present
Job Investment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities September 2005 - Present
Equity Planning Group April 2004 - September 2005
Private/Public Multiple Industries September 1992 - March 2004
Skills
Series 7, Asset Allocation, Wealth Management, Mutual Funds, Investment Advisory, Investments, Securities, Retirement Planning, Portfolio Management, Financial Services, Microsoft Excel, Banking, Finance, Asset Management, Risk Management, Financial Analysis
Education
University of Michigan Business School 2002 — 2002
Executive Education Center, Negotiating and Administering the Labor Contract
University of Toledo 1996 — 1997
Master of Education (M.Ed.), Human Resources Development, Labor Economics
University of Toledo 1992 — 1996
Bachelor of Business Administration (BBA), Human Resources Management and Services, Minor in Psychology
Fifth Third Securities September 2005 - Present
Equity Planning Group April 2004 - September 2005
Private/Public Multiple Industries September 1992 - March 2004
Skills
Series 7, Asset Allocation, Wealth Management, Mutual Funds, Investment Advisory, Investments, Securities, Retirement Planning, Portfolio Management, Financial Services, Microsoft Excel, Banking, Finance, Asset Management, Risk Management, Financial Analysis
Education
University of Michigan Business School 2002 — 2002
Executive Education Center, Negotiating and Administering the Labor Contract
University of Toledo 1996 — 1997
Master of Education (M.Ed.), Human Resources Development, Labor Economics
University of Toledo 1992 — 1996
Bachelor of Business Administration (BBA), Human Resources Management and Services, Minor in Psychology
Kurt Jaderholm Kurt Jaderholm's Fifth Third Securities Experience December 2009 - June 2012
Job Kids Serving Coordinator at Northview Church
Industry Religious Institutions
Experience
Northview Church September 2015 - Present
The Crossing Education Center July 2013 - July 2014
Beacon Credit Union June 2012 - June 2013
Fifth Third Securities December 2009 - June 2012
Uhlmann Price Securities March 2005 - December 2009
The Price Futures Group, Inc. October 1998 - December 2009
Jaderholm Asset Management Inc. April 1992 - October 1998
Geldermann Inc. January 1986 - April 1992
Skills
Asset Management, Investments, Series 7, Alternative Investments, Strategic Financial..., Retirement Planning, Wealth Management, Securities, Financial Modeling, Portfolio Management, Equities, Risk Management, Trading, Series 63, 401k Rollovers, Mutual Funds, Investment Advisory, Fixed Annuities, Series 66, Accident Insurance, Health Insurance, Life Insurance, Asset Managment, FINRA, ETFs, Finance, Uniform Combined State..., Hedge Funds, Options, Investment Strategies, Investment Management
Education
Taylor University 1974 — 1978
BS, Business Administration/Systems Analysis
Glenbard West High School 1970 — 1974
Northview Church September 2015 - Present
The Crossing Education Center July 2013 - July 2014
Beacon Credit Union June 2012 - June 2013
Fifth Third Securities December 2009 - June 2012
Uhlmann Price Securities March 2005 - December 2009
The Price Futures Group, Inc. October 1998 - December 2009
Jaderholm Asset Management Inc. April 1992 - October 1998
Geldermann Inc. January 1986 - April 1992
Skills
Asset Management, Investments, Series 7, Alternative Investments, Strategic Financial..., Retirement Planning, Wealth Management, Securities, Financial Modeling, Portfolio Management, Equities, Risk Management, Trading, Series 63, 401k Rollovers, Mutual Funds, Investment Advisory, Fixed Annuities, Series 66, Accident Insurance, Health Insurance, Life Insurance, Asset Managment, FINRA, ETFs, Finance, Uniform Combined State..., Hedge Funds, Options, Investment Strategies, Investment Management
Education
Taylor University 1974 — 1978
BS, Business Administration/Systems Analysis
Glenbard West High School 1970 — 1974
Jeffrey Greenwald Jeffrey Greenwald's Fifth Third Securities Experience October 1985 - September 1989
Job Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS November 1993 - Present
Fifth Third Securities October 1985 - September 1989
Skills
Wealth Management, Series 7, Retirement Planning, Finance, Asset Allocation, Investment Advisory, Series 63
Education
University of Cincinnati College of Business 1966 — 1971
BS, Industrial Management
UBS November 1993 - Present
Fifth Third Securities October 1985 - September 1989
Skills
Wealth Management, Series 7, Retirement Planning, Finance, Asset Allocation, Investment Advisory, Series 63
Education
University of Cincinnati College of Business 1966 — 1971
BS, Industrial Management
David Gronotte's Fifth Third Securities Experience 1999 - 2008
Job Business Banking Sales Manager at US Bank
Industry Banking
Experience
US Bank September 2014 - Present
Notre Dame Academy July 2014 - Present
Fifth Third Bank January 2014 - September 2014
Fifth Third Bank January 2012 - January 2014
PNC Bank January 2008 - January 2012
Fifth Third Bank January 1998 - January 2008
Fifth Third Securities 1999 - 2008
Skills
Loans, Small Business Lending, Commercial Banking, Banking, Commercial Lending
Education
University of Kentucky 1994 — 1997
Communications, Management and Marketing
Covington Catholic High School 1989 — 1993
US Bank September 2014 - Present
Notre Dame Academy July 2014 - Present
Fifth Third Bank January 2014 - September 2014
Fifth Third Bank January 2012 - January 2014
PNC Bank January 2008 - January 2012
Fifth Third Bank January 1998 - January 2008
Fifth Third Securities 1999 - 2008
Skills
Loans, Small Business Lending, Commercial Banking, Banking, Commercial Lending
Education
University of Kentucky 1994 — 1997
Communications, Management and Marketing
Covington Catholic High School 1989 — 1993
Julie Wander Julie Wander's Fifth Third Securities Experience January 2004 - February 2008
Job AVP Supervision Analyst at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities June 2014 - Present
JPMorgan Securities December 2012 - June 2014
Chase Investment Services Corporation December 2009 - December 2012
WELLS FARGO ADVISORS FINANCIAL NETWORK February 2008 - August 2009
Fifth Third Securities January 2004 - February 2008
J P Morgan Chase (formerly Bank One) August 2001 - December 2003
JP Morgan Chase (formerly Bank One) January 2000 - August 2001
JP Morgan Chase (formerly Bank One) January 1998 - January 2000
Merrill Lynch January 1993 - January 1995
Education
The Ohio State University 1989 — 1993
B.S. Business Administration, Marketing
JP Morgan Securities June 2014 - Present
JPMorgan Securities December 2012 - June 2014
Chase Investment Services Corporation December 2009 - December 2012
WELLS FARGO ADVISORS FINANCIAL NETWORK February 2008 - August 2009
Fifth Third Securities January 2004 - February 2008
J P Morgan Chase (formerly Bank One) August 2001 - December 2003
JP Morgan Chase (formerly Bank One) January 2000 - August 2001
JP Morgan Chase (formerly Bank One) January 1998 - January 2000
Merrill Lynch January 1993 - January 1995
Education
The Ohio State University 1989 — 1993
B.S. Business Administration, Marketing
Scott Gerdes, CFA, CAIA Scott Gerdes, CFA, CAIA's Fifth Third Securities Experience May 2006 - August 2006
Job Investment Associate at Tulane University Endowment Fund
Industry Financial Services
Experience
Tulane University Endowment Fund July 2014 - Present
Tulane University Endowment Fund June 2011 - June 2014
UBS AG March 2007 - December 2008
Fifth Third Securities May 2006 - August 2006
Skills
Investments, Bloomberg, Portfolio Management, Financial Modeling, Valuation, Business Strategy, Equity Research
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
MBA, Finance and Energy Markets
Vanderbilt University 2002 — 2006
Bachelors of Science, Economics and Finance
Tulane University Endowment Fund July 2014 - Present
Tulane University Endowment Fund June 2011 - June 2014
UBS AG March 2007 - December 2008
Fifth Third Securities May 2006 - August 2006
Skills
Investments, Bloomberg, Portfolio Management, Financial Modeling, Valuation, Business Strategy, Equity Research
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
MBA, Finance and Energy Markets
Vanderbilt University 2002 — 2006
Bachelors of Science, Economics and Finance
Bart Ingram, MBA Bart Ingram, MBA's Fifth Third Securities Experience May 2011 - December 2013
Job Agent at RFME Insuance
Industry Financial Services
Experience
RFME INSURANCE December 2013 - Present
Fifth Third Securities May 2011 - December 2013
Chase Bank June 2005 - May 2011
State Farm Insurance April 2002 - June 2005
Skills
Relationship Management, Investment Advisory, Retirement Planning, Credit, Loans, Investments, Mutual Funds, Investment Banking, FINRA, Securities, Wealth Management, Equities, Bonds, Alternative Investments, Investment Strategies, Investment Management, Capital Markets, Insurance, Fixed Annuities, Property & Casualty..., Commercial Insurance, Health Insurance, Life Insurance
Education
Mount Vernon Nazarene University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, 3.917
The Ohio State University 2000 — 2004
Bachelor's degree, Family financial management
Shelby High School
RFME INSURANCE December 2013 - Present
Fifth Third Securities May 2011 - December 2013
Chase Bank June 2005 - May 2011
State Farm Insurance April 2002 - June 2005
Skills
Relationship Management, Investment Advisory, Retirement Planning, Credit, Loans, Investments, Mutual Funds, Investment Banking, FINRA, Securities, Wealth Management, Equities, Bonds, Alternative Investments, Investment Strategies, Investment Management, Capital Markets, Insurance, Fixed Annuities, Property & Casualty..., Commercial Insurance, Health Insurance, Life Insurance
Education
Mount Vernon Nazarene University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, 3.917
The Ohio State University 2000 — 2004
Bachelor's degree, Family financial management
Shelby High School
Jason Rath's Fifth Third Securities Experience October 2013 - Present
Job Licensed Personal Banker at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities October 2013 - Present
Army National Guard January 2011 - Present
JPMorgan Chase August 2011 - October 2013
Finish Line June 2006 - December 2011
Skills
Military, Leadership, Security Clearance, Military Experience, Customer Service, Management, Sales, Microsoft Office, Public Speaking, Time Management, Microsoft Excel, Team Building, Insurance, Financial Analysis, Banking, Microsoft Word, Event Planning, Finance, Social Media, Credit, Life Insurance, Risk Management, Mortgage Lending, Sales Management, Account Management
Education
University of Cincinnati 2006 — 2010
Bachelors Degree, Criminal Justice
Newark Catholic High School 2002 — 2006
High School Diploma
Fifth Third Securities October 2013 - Present
Army National Guard January 2011 - Present
JPMorgan Chase August 2011 - October 2013
Finish Line June 2006 - December 2011
Skills
Military, Leadership, Security Clearance, Military Experience, Customer Service, Management, Sales, Microsoft Office, Public Speaking, Time Management, Microsoft Excel, Team Building, Insurance, Financial Analysis, Banking, Microsoft Word, Event Planning, Finance, Social Media, Credit, Life Insurance, Risk Management, Mortgage Lending, Sales Management, Account Management
Education
University of Cincinnati 2006 — 2010
Bachelors Degree, Criminal Justice
Newark Catholic High School 2002 — 2006
High School Diploma
Patrick Hellner's Fifth Third Securities Experience October 2010 - October 2012
Job Small Group Sales at The Guardian Life Insurance Company of America
Industry Financial Services
Experience
The Guardian Life Insurance Company of America February 2014 - Present
PNC Financial Services Group, Inc. October 2012 - December 2013
Fifth Third Securities October 2010 - October 2012
Fifth Third Bank October 2008 - October 2012
Rustic Oven September 2007 - August 2008
TruGreen Chemlawn March 2007 - August 2007
Gates Camp, Boys & Girls Club of Metro-Denver May 2006 - August 2006
Skills
Coaching, Relationship Management, Finance, Sales, Banking, Investments, Loans, Insurance, Consumer Lending, Financial Services, Cold Calling, Marketing, Strategy, Series 6, Series 63, Life Insurance, Life
Education
Colorado State University 2004 — 2006
Bachelor of Science (B.S.), Natural Resources Management and Policy
University of Illinois at Urbana-Champaign 2002 — 2004
Sport Management
The Guardian Life Insurance Company of America February 2014 - Present
PNC Financial Services Group, Inc. October 2012 - December 2013
Fifth Third Securities October 2010 - October 2012
Fifth Third Bank October 2008 - October 2012
Rustic Oven September 2007 - August 2008
TruGreen Chemlawn March 2007 - August 2007
Gates Camp, Boys & Girls Club of Metro-Denver May 2006 - August 2006
Skills
Coaching, Relationship Management, Finance, Sales, Banking, Investments, Loans, Insurance, Consumer Lending, Financial Services, Cold Calling, Marketing, Strategy, Series 6, Series 63, Life Insurance, Life
Education
Colorado State University 2004 — 2006
Bachelor of Science (B.S.), Natural Resources Management and Policy
University of Illinois at Urbana-Champaign 2002 — 2004
Sport Management
Court Kull's Fifth Third Securities Experience March 2000 - Present
Job Senior Vice President at Fifth Third Bank
Industry Financial Services
Experience
Deaconess Hospital Foundation January 2014 - Present
Fifth Third Securities March 2000 - Present
Fifth Third Bank March 2000 - Present
Leadership Evansville 2008 - 2013
ARK Crisis Child Care Center 2008 - 2011
Skills
Leadership, Management, Project Management, Banking, Strategy, Sales, Retail, Financial Analysis, Risk Management, Finance, Strategic Planning, Team Building, Process Improvement, Sales Management, Coaching, Business Development, Mergers & Acquisitions, New Business Development, Budgets, Customer Service, Recruiting, Business Analysis, Training, Marketing
Education
University of Evansville 1989 — 1993
Bachelor of Science (B.S.), Economics
Castle High School 1986 — 1988
Deaconess Hospital Foundation January 2014 - Present
Fifth Third Securities March 2000 - Present
Fifth Third Bank March 2000 - Present
Leadership Evansville 2008 - 2013
ARK Crisis Child Care Center 2008 - 2011
Skills
Leadership, Management, Project Management, Banking, Strategy, Sales, Retail, Financial Analysis, Risk Management, Finance, Strategic Planning, Team Building, Process Improvement, Sales Management, Coaching, Business Development, Mergers & Acquisitions, New Business Development, Budgets, Customer Service, Recruiting, Business Analysis, Training, Marketing
Education
University of Evansville 1989 — 1993
Bachelor of Science (B.S.), Economics
Castle High School 1986 — 1988
Eric Holzwarth's Fifth Third Securities Experience July 2014 - Present
Job Investment Representative at Fifth Third Securities
Industry Banking
Experience
Fifth Third Securities July 2014 - Present
Fifth Third Bank August 2010 - Present
T-Mobile July 2007 - August 2010
Education
University of Cincinnati 2007 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
The Ohio State University 2004 — 2005
Fifth Third Securities July 2014 - Present
Fifth Third Bank August 2010 - Present
T-Mobile July 2007 - August 2010
Education
University of Cincinnati 2007 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
The Ohio State University 2004 — 2005
Jonathan Sutton Jonathan Sutton's Fifth Third Securities Experience June 2013 - Present
Job Investment Banking Analyst at Fifth Third Securities
Industry Investment Banking
Experience
Fifth Third Securities June 2013 - Present
Orange Value Fund, LLC May 2010 - May 2012
PNC Capital Markets May 2011 - August 2011
Minich MacGregor Wealth Management December 2010 - January 2011
Syracuse University, School of Information Studies January 2010 - May 2010
Skills
Bloomberg, Capital IQ, Bloomberg Terminal, Series 63, Series 79
Education
Duke University - The Fuqua School of Business 2012 — 2013
Master of Science in Management Studies
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
B.S., Summa Cum Laude, Finance and Accounting; Information Technology Minor
Fifth Third Securities June 2013 - Present
Orange Value Fund, LLC May 2010 - May 2012
PNC Capital Markets May 2011 - August 2011
Minich MacGregor Wealth Management December 2010 - January 2011
Syracuse University, School of Information Studies January 2010 - May 2010
Skills
Bloomberg, Capital IQ, Bloomberg Terminal, Series 63, Series 79
Education
Duke University - The Fuqua School of Business 2012 — 2013
Master of Science in Management Studies
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
B.S., Summa Cum Laude, Finance and Accounting; Information Technology Minor
Laura Kaczor Laura Kaczor's Fifth Third Securities Experience 2013 - 2015
Job Investment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities 2013 - 2015
Wellness Financial Advisors July 2012 - October 2013
Morgan Stanley Smith Barney May 2010 - July 2012
Laura Kaczor Music/Ministry January 2006 - May 2010
SEI Investments September 2004 - November 2005
Education
University of Pennsylvania 2000 — 2004
BA, Economics
Fifth Third Securities 2013 - 2015
Wellness Financial Advisors July 2012 - October 2013
Morgan Stanley Smith Barney May 2010 - July 2012
Laura Kaczor Music/Ministry January 2006 - May 2010
SEI Investments September 2004 - November 2005
Education
University of Pennsylvania 2000 — 2004
BA, Economics
Brennan McCoy Brennan McCoy's Fifth Third Securities Experience May 2013 - Present
Job Licensed Personal Banker / Investment Representative
Industry Financial Services
Experience
Fifth Third Securities May 2013 - Present
Fifth Third Bank March 2011 - Present
The Church at Polaris January 2008 - March 2011
StonePillar Mortgage January 2008 - December 2010
New Hope Financial Group April 2007 - January 2008
American Family Insurance December 2002 - October 2006
Skills
Small Business, Banking, Public Speaking, Loans, Sales, Customer Service, Leadership, Coaching, Mortgage Lending, Underwriting, Building Relationships, Credit Analysis, Personal Finance, Mentoring
Education
The Ohio State University 1996 — 2000
Engineering, Business
Colerain High School 1992 — 1996
Fifth Third Securities May 2013 - Present
Fifth Third Bank March 2011 - Present
The Church at Polaris January 2008 - March 2011
StonePillar Mortgage January 2008 - December 2010
New Hope Financial Group April 2007 - January 2008
American Family Insurance December 2002 - October 2006
Skills
Small Business, Banking, Public Speaking, Loans, Sales, Customer Service, Leadership, Coaching, Mortgage Lending, Underwriting, Building Relationships, Credit Analysis, Personal Finance, Mentoring
Education
The Ohio State University 1996 — 2000
Engineering, Business
Colerain High School 1992 — 1996
Robert Dulzo's Fifth Third Securities Experience June 2013 - August 2013
Job Implementation Project Manager at Epic Systems
Industry Hospital & Health Care
Experience
Epic August 2015 - Present
Burns & Wilcox May 2014 - August 2014
Fifth Third Securities June 2013 - August 2013
Fifth Third Bank May 2012 - June 2013
University of Michigan January 2012 - April 2012
Total Sports Complex September 2009 - December 2010
Skills
Marketing, Risk Management, Securities, Time Management, Leadership, Social Media
Education
University of Michigan 2011 — 2015
Bachelor's Degree, Economics and Political Science
Detroit Catholic Central High School 2007 — 2011
Epic August 2015 - Present
Burns & Wilcox May 2014 - August 2014
Fifth Third Securities June 2013 - August 2013
Fifth Third Bank May 2012 - June 2013
University of Michigan January 2012 - April 2012
Total Sports Complex September 2009 - December 2010
Skills
Marketing, Risk Management, Securities, Time Management, Leadership, Social Media
Education
University of Michigan 2011 — 2015
Bachelor's Degree, Economics and Political Science
Detroit Catholic Central High School 2007 — 2011
Gary Hessert Gary Hessert's Fifth Third Securities Experience September 2013 - March 2014
Job Financial Consultant at Regions Investment Solutions
Industry Financial Services
Experience
Regions Investment Solutions July 2014 - Present
Fifth Third Securities September 2013 - March 2014
NBC Securities, Inc. November 2012 - September 2013
TD Ameritrade January 2011 - June 2012
SunTrust Bank November 2009 - January 2011
Colonial Bank March 2007 - November 2009
TD Waterhouse March 1999 - December 2006
Skills
Banking, Finance, Series 7, Series 63, Series 24, Wealth Management, Series 6, Retirement Planning, Securities, Uniform Combined State..., Retirement, Portfolio Management, Fixed Income, Fixed Annuities, Investments
Education
Stockton University 1987 — 1993
Bachelor of Arts, Finance
Collingswood High School 1980 — 1984
High School Diploma, Mathematics
Regions Investment Solutions July 2014 - Present
Fifth Third Securities September 2013 - March 2014
NBC Securities, Inc. November 2012 - September 2013
TD Ameritrade January 2011 - June 2012
SunTrust Bank November 2009 - January 2011
Colonial Bank March 2007 - November 2009
TD Waterhouse March 1999 - December 2006
Skills
Banking, Finance, Series 7, Series 63, Series 24, Wealth Management, Series 6, Retirement Planning, Securities, Uniform Combined State..., Retirement, Portfolio Management, Fixed Income, Fixed Annuities, Investments
Education
Stockton University 1987 — 1993
Bachelor of Arts, Finance
Collingswood High School 1980 — 1984
High School Diploma, Mathematics
Linda K Schaefer Linda K Schaefer's Fifth Third Securities Experience January 1997 - April 2007
Job Retired Financial Services Training Professional
Industry Financial Services
Experience
Financial Services Training Professional October 2012 - October 2012
IFL, a part of the BMO Financial Group August 2011 - October 2012
M&I Bank May 2008 - August 2011
M&I Bank 2007 - 2008
Fifth Third Securities January 1997 - April 2007
Skills
Instructional Design, Facilitation, Sales Coaching, Banking, Risk Management, Insurance, Change Management, Relationship Management, Financial Risk, Wealth Management, Brokerage, Strategic Planning, Securities, Training and Development, Sales, Consultative Sales..., New Business Development, Referral Development, Project Management, Training Programs, Workshop Facilitation, Financial Services, Retirement Planning, Finance, Program Management, Credit, Management, Portfolio Management, Retail Banking, Loans
Education
Shippensburg University of Pennsylvania 1970 — 1974
BA, Elementary Education and Library Science
Financial Services Training Professional October 2012 - October 2012
IFL, a part of the BMO Financial Group August 2011 - October 2012
M&I Bank May 2008 - August 2011
M&I Bank 2007 - 2008
Fifth Third Securities January 1997 - April 2007
Skills
Instructional Design, Facilitation, Sales Coaching, Banking, Risk Management, Insurance, Change Management, Relationship Management, Financial Risk, Wealth Management, Brokerage, Strategic Planning, Securities, Training and Development, Sales, Consultative Sales..., New Business Development, Referral Development, Project Management, Training Programs, Workshop Facilitation, Financial Services, Retirement Planning, Finance, Program Management, Credit, Management, Portfolio Management, Retail Banking, Loans
Education
Shippensburg University of Pennsylvania 1970 — 1974
BA, Elementary Education and Library Science
Deborah Cribbs's Fifth Third Securities Experience 1999 - 2001
Job Private Bank Investment Executive
Industry Banking
Experience
Fifth Third Bank 2002 - Present
Fifth Third Securities 1999 - 2001
Education
University of Cincinnati College of Business 1984 — 1988
BA, Finance
Fifth Third Bank 2002 - Present
Fifth Third Securities 1999 - 2001
Education
University of Cincinnati College of Business 1984 — 1988
BA, Finance
Brad Johannes Brad Johannes's Fifth Third Securities Experience March 2012 - August 2012
Job VP Investment Sales Manager at First Midwest Financial Network
Industry Financial Services
Experience
First Midwest Financial Network August 2012 - Present
Fifth Third Securities March 2012 - August 2012
Associated Investment Services, Inc. January 2011 - February 2012
CUNA Brokerage Services, Inc. February 2010 - September 2010
PrimeVest Financial Services May 2006 - January 2010
PrimeVest Financial Services May 2006 - May 2009
Independent Bankers Bank of Illinois 2006 - 2009
Investment Centers of America April 2005 - October 2005
Uvest Financial Services June 2002 - January 2005
Invest Financial Corporation July 1998 - April 2002
Skills
Sales Management, Series 7, Series 24, Series 65, Wealth Management, Retirement Planning, Fixed Annuities, Mutual Funds, Investments, Securities, Retirement, Strategic Financial..., Investment Advisory, Financial Advisory, Financial Services, Insurance
Education
Rock Valley College 1981 — 1982
University of Iowa 1979 — 1980
Belvidere High School 1976 — 1979
First Midwest Financial Network August 2012 - Present
Fifth Third Securities March 2012 - August 2012
Associated Investment Services, Inc. January 2011 - February 2012
CUNA Brokerage Services, Inc. February 2010 - September 2010
PrimeVest Financial Services May 2006 - January 2010
PrimeVest Financial Services May 2006 - May 2009
Independent Bankers Bank of Illinois 2006 - 2009
Investment Centers of America April 2005 - October 2005
Uvest Financial Services June 2002 - January 2005
Invest Financial Corporation July 1998 - April 2002
Skills
Sales Management, Series 7, Series 24, Series 65, Wealth Management, Retirement Planning, Fixed Annuities, Mutual Funds, Investments, Securities, Retirement, Strategic Financial..., Investment Advisory, Financial Advisory, Financial Services, Insurance
Education
Rock Valley College 1981 — 1982
University of Iowa 1979 — 1980
Belvidere High School 1976 — 1979
David Hare, CFP, CLU David Hare, CFP, CLU's Fifth Third Securities Experience October 2005 - January 2007
Job Regional Director of Advice at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2008 - March 2009
Lenox Wealth Management December 2006 - April 2008
Fifth Third Securities October 2005 - January 2007
Huntington National Bank August 2004 - October 2005
Hare Financial Services April 1995 - August 2004
Skills
Series 63, CLU, Annuity, Health, Series 7, CRM, Fixed Annuities, Insurance, Leadership, Sales Operations
Education
The University of Findlay 1991 — 1993
BA, Marketing
Cincinnati College of Mortuary Science 1986 — 1987
AAAS, Mortuary Science
University of Dayton 1984 — 1986
Fostoria High School 1980 — 1984
Ameriprise Financial June 2008 - March 2009
Lenox Wealth Management December 2006 - April 2008
Fifth Third Securities October 2005 - January 2007
Huntington National Bank August 2004 - October 2005
Hare Financial Services April 1995 - August 2004
Skills
Series 63, CLU, Annuity, Health, Series 7, CRM, Fixed Annuities, Insurance, Leadership, Sales Operations
Education
The University of Findlay 1991 — 1993
BA, Marketing
Cincinnati College of Mortuary Science 1986 — 1987
AAAS, Mortuary Science
University of Dayton 1984 — 1986
Fostoria High School 1980 — 1984
Isaac Treesh's Fifth Third Securities Experience December 2012 - August 2014
Job Vice President, Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. August 2014 - Present
Fifth Third Securities December 2012 - August 2014
Edward Jones April 2011 - November 2012
Education
University of Kentucky 1999 — 2003
Bachelors of Business Administration, Finance
JP Morgan Chase Bank, N.A. August 2014 - Present
Fifth Third Securities December 2012 - August 2014
Edward Jones April 2011 - November 2012
Education
University of Kentucky 1999 — 2003
Bachelors of Business Administration, Finance
James Bitonte's Fifth Third Securities Experience February 2009 - June 2011
Job Senior Portfolio Manager TIAA CREF Private Asset Management
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Key Private Bank June 2011 - July 2014
Fifth Third Securities February 2009 - June 2011
JPMorgan Chase March 1997 - February 2009
Skills
Series 7, Portfolio Management, Wealth Management, Asset Allocation, Wealth Management..., High Net Worth..., Investment Advisory, Asset Managment, Investment Strategies, Financial Advisory, Financial Markets, Investment Management, Fixed Annuities, Mutual Funds, Alternative Investments, Asset Management, Series 63, Investments, Securities, Fixed Income, Retirement Planning, Private Banking, Loans, Financial Services, Commercial Lending, Commercial Banking, Strategic Financial..., Hedge Funds, Estate Planning, Credit, Banking, Equities, Relationship Management, Bonds, Finance, Financial Analysis, Trading, Risk Management, Credit Analysis, Wealth, Financial Planning
Education
The Ohio State University 1993 — 1996
B.S., Financial Management
University of Kentucky 1991 — 1993
Biology and Economics
Upper Arlington High School
TIAA-CREF June 2014 - Present
Key Private Bank June 2011 - July 2014
Fifth Third Securities February 2009 - June 2011
JPMorgan Chase March 1997 - February 2009
Skills
Series 7, Portfolio Management, Wealth Management, Asset Allocation, Wealth Management..., High Net Worth..., Investment Advisory, Asset Managment, Investment Strategies, Financial Advisory, Financial Markets, Investment Management, Fixed Annuities, Mutual Funds, Alternative Investments, Asset Management, Series 63, Investments, Securities, Fixed Income, Retirement Planning, Private Banking, Loans, Financial Services, Commercial Lending, Commercial Banking, Strategic Financial..., Hedge Funds, Estate Planning, Credit, Banking, Equities, Relationship Management, Bonds, Finance, Financial Analysis, Trading, Risk Management, Credit Analysis, Wealth, Financial Planning
Education
The Ohio State University 1993 — 1996
B.S., Financial Management
University of Kentucky 1991 — 1993
Biology and Economics
Upper Arlington High School
Sean McEvoy, CFP® ChFC® Sean McEvoy, CFP® ChFC®'s Fifth Third Securities Experience December 1998 - May 2011
Job Associate Manager, Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Ameriprise Financial Services, Inc. May 2011 - Present
Fifth Third Securities December 1998 - May 2011
Education
The Ohio State University 1996 — 2002
BS, Family Financial Management
Ameriprise Financial Services, Inc. September 2014 - Present
Ameriprise Financial Services, Inc. May 2011 - Present
Fifth Third Securities December 1998 - May 2011
Education
The Ohio State University 1996 — 2002
BS, Family Financial Management
Camden Hottes Camden Hottes's Fifth Third Securities Experience December 2007 - January 2010
Job Senior Manager Customer Experience at Asurion
Industry Telecommunications
Experience
Asurion September 2015 - Present
Asurion May 2014 - September 2015
Cummins, Inc January 2010 - May 2014
Fifth Third Securities December 2007 - January 2010
APAC Customer Services 1996 - 2002
Skills
Customer Service, Six Sigma, Call Center, Customer Satisfaction, Customer Relations, Team Building, Problem Solving, Process Improvement, Team Leadership, Strategic Planning, Coaching, Succession Planning, Asset Management, Program Management, Operations Management, Employee Relations, Financial Planning, Performance Management, Hiring, Management, Call Centers, CRM, Leadership, Training, Business Process..., Strategy, Account Management, Business Strategy, Project Planning, Strategic Financial..., Sales Management, Budgets
Education
Southern Illinois University, Carbondale 1987 — 1990
John A. Logan College 1985 — 1987
General
College of Financial Planning
Accredited Asset Management Specialist
Asurion September 2015 - Present
Asurion May 2014 - September 2015
Cummins, Inc January 2010 - May 2014
Fifth Third Securities December 2007 - January 2010
APAC Customer Services 1996 - 2002
Skills
Customer Service, Six Sigma, Call Center, Customer Satisfaction, Customer Relations, Team Building, Problem Solving, Process Improvement, Team Leadership, Strategic Planning, Coaching, Succession Planning, Asset Management, Program Management, Operations Management, Employee Relations, Financial Planning, Performance Management, Hiring, Management, Call Centers, CRM, Leadership, Training, Business Process..., Strategy, Account Management, Business Strategy, Project Planning, Strategic Financial..., Sales Management, Budgets
Education
Southern Illinois University, Carbondale 1987 — 1990
John A. Logan College 1985 — 1987
General
College of Financial Planning
Accredited Asset Management Specialist
Brent Niswander Brent Niswander's Fifth Third Securities Experience April 2011 - October 2012
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2014 - Present
State Farm June 2014 - October 2014
PNC October 2012 - June 2014
Fifth Third Securities April 2011 - October 2012
Morgan Stanley Smith Barney December 2007 - April 2011
Wachovia Bank May 2006 - December 2007
Allstate Insurance August 1990 - May 2006
Skills
Financial Advisory, Investments, Strategic Financial..., Insurance, Finance, Mortgage Lending, Investment Strategies, Banking, Risk Management, Financial Services, Fixed Annuities, Series 7, Loans, Wealth Management, Series 63, Securities, Credit, Relationship Management, Fixed Income, Wealth
Education
The Ohio State University 1984 — 1988
Bachelor of Science in Business Administration, Business Administration and Management, General
LPL Financial October 2014 - Present
State Farm June 2014 - October 2014
PNC October 2012 - June 2014
Fifth Third Securities April 2011 - October 2012
Morgan Stanley Smith Barney December 2007 - April 2011
Wachovia Bank May 2006 - December 2007
Allstate Insurance August 1990 - May 2006
Skills
Financial Advisory, Investments, Strategic Financial..., Insurance, Finance, Mortgage Lending, Investment Strategies, Banking, Risk Management, Financial Services, Fixed Annuities, Series 7, Loans, Wealth Management, Series 63, Securities, Credit, Relationship Management, Fixed Income, Wealth
Education
The Ohio State University 1984 — 1988
Bachelor of Science in Business Administration, Business Administration and Management, General
Ross Hoewischer, CFP® Ross Hoewischer, CFP®'s Fifth Third Securities Experience January 2014 - Present
Job Investment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities January 2014 - Present
Fifth Third Bank April 2011 - January 2014
Fifth Third Bank June 2006 - April 2011
Skills
Loans, Small Business Lending, Customer Service, Consumer Lending, Sales, Banking
Education
The Ohio State University 2000 — 2004
Bachelor of Science, Family Financial Management
Urbana University
Urbana University
Fifth Third Securities January 2014 - Present
Fifth Third Bank April 2011 - January 2014
Fifth Third Bank June 2006 - April 2011
Skills
Loans, Small Business Lending, Customer Service, Consumer Lending, Sales, Banking
Education
The Ohio State University 2000 — 2004
Bachelor of Science, Family Financial Management
Urbana University
Urbana University
Holli J. Alexander Holli J. Alexander's Fifth Third Securities Experience April 2002 - October 2010
Job Senior Relationship Manager, Schwab Advisor Services
Industry Financial Services
Experience
Schwab Advisor Services June 2015 - Present
CCO Investment Services Corp - Citizens Financial Group November 2013 - Present
Huntington Investment Company August 2012 - November 2013
Fifth Third Bank October 2010 - August 2012
Fifth Third Securities April 2002 - October 2010
ProEquities December 2000 - April 2002
Skills
Banking, Business Analysis, Commercial Banking, Commercial Lending, Credit, Customer Service, Financial Analysis, Investments, Cash Management, Leadership, Loans, Management, Portfolio Management, Process Improvement, Securities, Series 24, Series 63, Series 7, Strategic Planning, Team Building, Treasury Management
Education
University of Alabama at Birmingham
B.S., Accounting
Schwab Advisor Services June 2015 - Present
CCO Investment Services Corp - Citizens Financial Group November 2013 - Present
Huntington Investment Company August 2012 - November 2013
Fifth Third Bank October 2010 - August 2012
Fifth Third Securities April 2002 - October 2010
ProEquities December 2000 - April 2002
Skills
Banking, Business Analysis, Commercial Banking, Commercial Lending, Credit, Customer Service, Financial Analysis, Investments, Cash Management, Leadership, Loans, Management, Portfolio Management, Process Improvement, Securities, Series 24, Series 63, Series 7, Strategic Planning, Team Building, Treasury Management
Education
University of Alabama at Birmingham
B.S., Accounting
Christy McMurry Christy McMurry's Fifth Third Securities Experience 2004 - 2009
Job Vice President Business Development at ATMSolutions
Industry Financial Services
Experience
ATM-Solutions, Inc. December 2014 - Present
Room to Read 2011 - Present
CAM Consulting January 2014 - December 2014
Duncan Williams, Inc, January 2013 - January 2014
PNC 2010 - 2013
Back2Back Ministries 2009 - 2010
Fifth Third Securities 2004 - 2009
Skills
Mediation, Relationship Management, Media Relations, Public Relations, Finance, Politics, Investment Banking, Small Business, Economic Development, Financial Services, Mergers & Acquisitions, Training, Coaching, Negotiation, Nonprofits, Fundraising, Strategic Planning, Insurance, Program Management, Business Development, Non-profits, Leadership, Financial Markets, Recruiting, Building Relationships, Investments, Risk Management, Financial Analysis, Community Outreach, Loans, Performance Management, Financial Modeling, Marketing, Banking, Marketing Strategy, Leadership Development, Commercial Lending, New Business Development, Series 7
Education
University of Cincinnati
Bachelor of Science (B.S.), Economics & Social Sciences
ATM-Solutions, Inc. December 2014 - Present
Room to Read 2011 - Present
CAM Consulting January 2014 - December 2014
Duncan Williams, Inc, January 2013 - January 2014
PNC 2010 - 2013
Back2Back Ministries 2009 - 2010
Fifth Third Securities 2004 - 2009
Skills
Mediation, Relationship Management, Media Relations, Public Relations, Finance, Politics, Investment Banking, Small Business, Economic Development, Financial Services, Mergers & Acquisitions, Training, Coaching, Negotiation, Nonprofits, Fundraising, Strategic Planning, Insurance, Program Management, Business Development, Non-profits, Leadership, Financial Markets, Recruiting, Building Relationships, Investments, Risk Management, Financial Analysis, Community Outreach, Loans, Performance Management, Financial Modeling, Marketing, Banking, Marketing Strategy, Leadership Development, Commercial Lending, New Business Development, Series 7
Education
University of Cincinnati
Bachelor of Science (B.S.), Economics & Social Sciences
Christina Nesbitt Blackmon Christina Nesbitt Blackmon's Fifth Third Securities Experience September 2013 - November 2014
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Fifth Third Securities September 2013 - November 2014
G.A. Repple & Company August 2010 - September 2013
Fifth Third Bank December 2007 - August 2010
Skills
Series 7, Banking, Securities, Microsoft Excel, Investments
Education
University of Central Florida - College of Business Administration
Bachelors, Finance
Merrill Lynch February 2015 - Present
Fifth Third Securities September 2013 - November 2014
G.A. Repple & Company August 2010 - September 2013
Fifth Third Bank December 2007 - August 2010
Skills
Series 7, Banking, Securities, Microsoft Excel, Investments
Education
University of Central Florida - College of Business Administration
Bachelors, Finance
Gary Smith, CFP®'s Fifth Third Securities Experience December 2009 - February 2012
Job Senior Wealth Advisor
Industry Financial Services
Experience
Horizon Wealth Management, LLC July 2015 - Present
Lamkin Wealth Management February 2012 - July 2015
Fifth Third Securities December 2009 - February 2012
NatCity Investments, Inc December 2004 - December 2009
Skills
Wealth Management, Strategic Financial..., Retirement, Series 7, Series 63, Certified Financial..., Retirement Planning, Investments, Asset Allocation, Investment Advisory, Portfolio Management, Alternative Investments, Mutual Funds, Investment Strategies, Asset Managment, Estate Planning, Equities, Investment Management, Fixed Income, Securities, Financial Advisory, Series 24
Education
University of Louisville 1991 — 1995
Bachelor of Science (BS), Finance, General
St. Xavier High School 1987 — 1990
Finance, General
Horizon Wealth Management, LLC July 2015 - Present
Lamkin Wealth Management February 2012 - July 2015
Fifth Third Securities December 2009 - February 2012
NatCity Investments, Inc December 2004 - December 2009
Skills
Wealth Management, Strategic Financial..., Retirement, Series 7, Series 63, Certified Financial..., Retirement Planning, Investments, Asset Allocation, Investment Advisory, Portfolio Management, Alternative Investments, Mutual Funds, Investment Strategies, Asset Managment, Estate Planning, Equities, Investment Management, Fixed Income, Securities, Financial Advisory, Series 24
Education
University of Louisville 1991 — 1995
Bachelor of Science (BS), Finance, General
St. Xavier High School 1987 — 1990
Finance, General
William Knudsen William Knudsen's Fifth Third Securities Experience September 2004 - March 2008
Job Wealth Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2015 - Present
Huntington Investment Company April 2008 - June 2015
Fifth Third Securities September 2004 - March 2008
Huntington Investment Company January 2000 - August 2004
Huntington Investment Company December 1998 - January 2000
Skills
Securities, Investments, Financial Services, Finance, FINRA, Wealth, Insurance, Retirement Planning, Wealth Management, Mutual Funds
Education
The Ohio State University 1993 — 1997
Bachelor’s Degree, Economics
LPL Financial June 2015 - Present
Huntington Investment Company April 2008 - June 2015
Fifth Third Securities September 2004 - March 2008
Huntington Investment Company January 2000 - August 2004
Huntington Investment Company December 1998 - January 2000
Skills
Securities, Investments, Financial Services, Finance, FINRA, Wealth, Insurance, Retirement Planning, Wealth Management, Mutual Funds
Education
The Ohio State University 1993 — 1997
Bachelor’s Degree, Economics
Peter Seriano, CFP® Peter Seriano, CFP®'s Fifth Third Securities Experience September 2013 - December 2014
Job Certified Financial Planner
Industry Financial Services
Experience
Merrill Edge August 2015 - Present
Harwood Financial Group January 2015 - June 2015
Fifth Third Securities September 2013 - December 2014
T. Rowe Price September 2012 - September 2013
T. Rowe Price January 2011 - September 2012
T. Rowe Price 2007 - 2011
T. Rowe Price 2006 - 2007
Buy Owner February 2006 - September 2006
Gulf Coast TItle 2003 - January 2006
Skills
Investments, Mutual Funds, Asset Allocation, Financial Services, Financial Planning, Finance, Financial Advisory, Portfolio Management, Series 7, Retirement Planning, Investment Management, Estate Planning
Education
The College of Financial Planning 2010 — 2012
Financial Planning
University of South Florida
Bachelor of Science, Business Management 2008
Plymouth State University 1998 — 2002
Countryside High School 1994 — 1998
Merrill Edge August 2015 - Present
Harwood Financial Group January 2015 - June 2015
Fifth Third Securities September 2013 - December 2014
T. Rowe Price September 2012 - September 2013
T. Rowe Price January 2011 - September 2012
T. Rowe Price 2007 - 2011
T. Rowe Price 2006 - 2007
Buy Owner February 2006 - September 2006
Gulf Coast TItle 2003 - January 2006
Skills
Investments, Mutual Funds, Asset Allocation, Financial Services, Financial Planning, Finance, Financial Advisory, Portfolio Management, Series 7, Retirement Planning, Investment Management, Estate Planning
Education
The College of Financial Planning 2010 — 2012
Financial Planning
University of South Florida
Bachelor of Science, Business Management 2008
Plymouth State University 1998 — 2002
Countryside High School 1994 — 1998
Carson Shadowen's Fifth Third Securities Experience 2003 - 2005
Job Vice President, Senior Wealth Advisor
Industry Financial Services
Experience
SBC Wealth Management October 2010 - Present
Hlliard Lyons LLC May 2005 - October 2010
Fifth Third Securities 2003 - 2005
Van Kampen Funds 2000 - 2002
American Express Financial Advisors 1999 - 2000
Skills
Series 7, Asset Allocation, Series 63, Investments, New Business Development, Retirement Planning, Insurance, Sales Management, Strategic Planning, Small Business, Sales, Mutual Funds, Strategic Financial..., Finance, Fixed Annuities, Wealth Management, Financial Planning
Education
Purdue University 1994 — 1999
Bachelor of Science, Financial Counseling and Planning
Purdue University 1994 — 1999
Bachelor of Applied Science (BASc), Financial Plannning
SBC Wealth Management October 2010 - Present
Hlliard Lyons LLC May 2005 - October 2010
Fifth Third Securities 2003 - 2005
Van Kampen Funds 2000 - 2002
American Express Financial Advisors 1999 - 2000
Skills
Series 7, Asset Allocation, Series 63, Investments, New Business Development, Retirement Planning, Insurance, Sales Management, Strategic Planning, Small Business, Sales, Mutual Funds, Strategic Financial..., Finance, Fixed Annuities, Wealth Management, Financial Planning
Education
Purdue University 1994 — 1999
Bachelor of Science, Financial Counseling and Planning
Purdue University 1994 — 1999
Bachelor of Applied Science (BASc), Financial Plannning
Sean Belton Sean Belton's Fifth Third Securities Experience April 2005 - July 2007
Job Regional Marketing Consultant at FTJ FundChoice
Industry Investment Management
Experience
KDA Office Furniture Solutions November 2013 - January 2015
Self Employed January 2011 - November 2013
Great American Financial Resources March 2009 - November 2010
Great American Financial Resources September 2007 - March 2009
Fifth Third Securities April 2005 - July 2007
Huntington Investment Company December 2003 - March 2005
Smith Barney May 2001 - November 2003
Fidelity Investments September 1995 - March 2001
Skills
Building Relationships, Relationship Management, Mentoring Of Staff, Investments, Sales, Managed Money, Mutual Funds, Annuity Sales, Fixed Annuities, Variable Annuities, Indexed Annuities, Life Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Financial Services, IRAs, Leadership, Retirement Planning, Retirement
Education
The Ohio State University
Bachelor of Arts (BA), Organizational Communication, General
St. Xavier High School Cincinnati Ohio
KDA Office Furniture Solutions November 2013 - January 2015
Self Employed January 2011 - November 2013
Great American Financial Resources March 2009 - November 2010
Great American Financial Resources September 2007 - March 2009
Fifth Third Securities April 2005 - July 2007
Huntington Investment Company December 2003 - March 2005
Smith Barney May 2001 - November 2003
Fidelity Investments September 1995 - March 2001
Skills
Building Relationships, Relationship Management, Mentoring Of Staff, Investments, Sales, Managed Money, Mutual Funds, Annuity Sales, Fixed Annuities, Variable Annuities, Indexed Annuities, Life Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Financial Services, IRAs, Leadership, Retirement Planning, Retirement
Education
The Ohio State University
Bachelor of Arts (BA), Organizational Communication, General
St. Xavier High School Cincinnati Ohio
Erik Wolfe Erik Wolfe's Fifth Third Securities Experience October 2009 - May 2012
Job Mortgage Banker at Chase
Industry Financial Services
Experience
Chase May 2012 - Present
Fifth Third Securities October 2009 - May 2012
Fifth Third Bank March 2008 - October 2009
Skills
Corporate Relocation, Mortgage Lending, Residential Mortgages, Conventional Financing, FHA Financing, First Time Home Buyers
Education
The Ohio State University 2004 — 2008
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Chase May 2012 - Present
Fifth Third Securities October 2009 - May 2012
Fifth Third Bank March 2008 - October 2009
Skills
Corporate Relocation, Mortgage Lending, Residential Mortgages, Conventional Financing, FHA Financing, First Time Home Buyers
Education
The Ohio State University 2004 — 2008
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Katie Proux's Fifth Third Securities Experience August 2014 - Present
Job Associate at Fifth Third Securities (Public Finance)
Industry Investment Banking
Experience
Fifth Third Securities August 2014 - Present
Fitch Ratings August 2013 - August 2014
CNX Corporation August 2012 - August 2013
TransUnion May 2012 - September 2012
Loyola University Chicago April 2011 - May 2012
State of Michigan May 2008 - September 2008
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Quantitative Research, Data Entry, Financial Analysis, PowerPoint, Municipal Bonds, Bloomberg Terminal, Financial Modeling, Financial Reporting, Finance, Spanish, DCF Valuation, Valuation Modeling, Investments
Education
Quinlan School of Business, Loyola University Chicago 2011 — 2013
MBA, Finance, General
University of Michigan 2006 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
Fifth Third Securities August 2014 - Present
Fitch Ratings August 2013 - August 2014
CNX Corporation August 2012 - August 2013
TransUnion May 2012 - September 2012
Loyola University Chicago April 2011 - May 2012
State of Michigan May 2008 - September 2008
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Quantitative Research, Data Entry, Financial Analysis, PowerPoint, Municipal Bonds, Bloomberg Terminal, Financial Modeling, Financial Reporting, Finance, Spanish, DCF Valuation, Valuation Modeling, Investments
Education
Quinlan School of Business, Loyola University Chicago 2011 — 2013
MBA, Finance, General
University of Michigan 2006 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
David Walston David Walston's Fifth Third Securities Experience June 2015 - Present
Job Investment Banking Analyst at Fifth Third Securities
Industry Capital Markets
Experience
Fifth Third Securities June 2015 - Present
Sterne Agee June 2014 - August 2014
Congressman Robert Aderholt July 2013 - August 2013
University of Alabama Economics, Finance, and Legal Studies Department August 2012 - May 2013
University of Alabama History Department August 2011 - December 2011
Harbin Pharmacy June 2009 - August 2009
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master's Degree, Master in Science of Finance
University of Alabama 2013 — 2014
Master's Degree, Master in the Art of Economics
University of Alabama 2010 — 2014
BS in Commerce and Business Administration, Finance and Economics
Fifth Third Securities June 2015 - Present
Sterne Agee June 2014 - August 2014
Congressman Robert Aderholt July 2013 - August 2013
University of Alabama Economics, Finance, and Legal Studies Department August 2012 - May 2013
University of Alabama History Department August 2011 - December 2011
Harbin Pharmacy June 2009 - August 2009
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master's Degree, Master in Science of Finance
University of Alabama 2013 — 2014
Master's Degree, Master in the Art of Economics
University of Alabama 2010 — 2014
BS in Commerce and Business Administration, Finance and Economics
Harrison Kaufman's Fifth Third Securities Experience March 2011 - April 2013
Job Manager, M&A and Corporate Finance at Turner Broadcasting System
Industry Broadcast Media
Experience
Turner Broadcasting System March 2015 - Present
Turner Broadcasting April 2013 - March 2015
Fifth Third Securities March 2011 - April 2013
Willamette Management Associates August 2010 - February 2011
CNN July 2008 - December 2008
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Capital IQ, Capital Markets, Mergers & Acquisitions, Due Diligence, Investment Banking, Finance, Business Valuation, Analysis, PowerPoint, Economics
Education
Southern Methodist University - Cox School of Business 2006 — 2010
BBA, Finance
Southern Methodist University 2006 — 2010
BA, Political Science
Pace Academy 1993 — 2006
Turner Broadcasting System March 2015 - Present
Turner Broadcasting April 2013 - March 2015
Fifth Third Securities March 2011 - April 2013
Willamette Management Associates August 2010 - February 2011
CNN July 2008 - December 2008
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Capital IQ, Capital Markets, Mergers & Acquisitions, Due Diligence, Investment Banking, Finance, Business Valuation, Analysis, PowerPoint, Economics
Education
Southern Methodist University - Cox School of Business 2006 — 2010
BBA, Finance
Southern Methodist University 2006 — 2010
BA, Political Science
Pace Academy 1993 — 2006
Darin Mitchell's Fifth Third Securities Experience 2006 - October 2014
Job Vice President, Large Corporate Relationship Manager at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank October 2014 - Present
Fifth Third Securities 2006 - October 2014
Fifth Third Bank June 2005 - June 2006
Skills
Investments, Banking, Microsoft Office, Financial Analysis, Fixed Income, Trading, Mutual Funds, Credit, Credit Analysis, Series 63, Portfolio Management, Sales, Marketing, Finance, Loans, Management
Education
University of Notre Dame 2001 — 2005
University of Notre Dame - Mendoza College of Business 2001 — 2005
Lovejoy High School
Fifth Third Bank October 2014 - Present
Fifth Third Securities 2006 - October 2014
Fifth Third Bank June 2005 - June 2006
Skills
Investments, Banking, Microsoft Office, Financial Analysis, Fixed Income, Trading, Mutual Funds, Credit, Credit Analysis, Series 63, Portfolio Management, Sales, Marketing, Finance, Loans, Management
Education
University of Notre Dame 2001 — 2005
University of Notre Dame - Mendoza College of Business 2001 — 2005
Lovejoy High School
Steven Schulte Steven Schulte's Fifth Third Securities Experience October 2004 - March 2006
Job Senior Relationship Advisor
Industry Financial Services
Experience
First Financial Bank March 2012 - Present
Oppenheimer & Co. September 2008 - March 2012
H&R Block Financial Advisors March 2006 - September 2008
Fifth Third Securities October 2004 - March 2006
Huntington National Bank January 2002 - November 2003
Skills
Retirement Planning, Strategic Financial..., Investments, Banking, Loans, Insurance, Retirement, Finance, Small Business, Mortgage Lending, Relationship Management, Commercial Banking, Credit Analysis, Mutual Funds, Wealth, Cash Management, Wealth Management, Wealth Accumulation, Portfolio Management, Credit
Education
The American College 2012 — 2014
Pursuing Chartered Financial Consultant designation
University of Cincinnati 1988 — 1993
Marketing
Elder High School 1984 — 1988
First Financial Bank March 2012 - Present
Oppenheimer & Co. September 2008 - March 2012
H&R Block Financial Advisors March 2006 - September 2008
Fifth Third Securities October 2004 - March 2006
Huntington National Bank January 2002 - November 2003
Skills
Retirement Planning, Strategic Financial..., Investments, Banking, Loans, Insurance, Retirement, Finance, Small Business, Mortgage Lending, Relationship Management, Commercial Banking, Credit Analysis, Mutual Funds, Wealth, Cash Management, Wealth Management, Wealth Accumulation, Portfolio Management, Credit
Education
The American College 2012 — 2014
Pursuing Chartered Financial Consultant designation
University of Cincinnati 1988 — 1993
Marketing
Elder High School 1984 — 1988
Seth Hargrove Seth Hargrove's Fifth Third Securities Experience December 2013 - Present
Job Investment Representative with Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities December 2013 - Present
Kentucky Blue Blood Financial Group/OneAmerica Securities, Inc July 2013 - December 2013
JPMorgan Chase May 2010 - July 2013
Lexington Tennis Club March 2008 - May 2010
Skills
Series 6, Series 63, Banking, IRAs, Consumer Lending, Small Business Lending, Lines Of Credit, Sales, Marketing, Superior Client Service, Life & Health Insurance..., Asset Based Lending
Education
University of Kentucky 2007 — 2009
BA, History
University of Kentucky 2007 — 2009
Bachelor's degree, History
Transylvania University 2006 — 2007
Western Kentucky University 2005 — 2006
Fifth Third Securities December 2013 - Present
Kentucky Blue Blood Financial Group/OneAmerica Securities, Inc July 2013 - December 2013
JPMorgan Chase May 2010 - July 2013
Lexington Tennis Club March 2008 - May 2010
Skills
Series 6, Series 63, Banking, IRAs, Consumer Lending, Small Business Lending, Lines Of Credit, Sales, Marketing, Superior Client Service, Life & Health Insurance..., Asset Based Lending
Education
University of Kentucky 2007 — 2009
BA, History
University of Kentucky 2007 — 2009
Bachelor's degree, History
Transylvania University 2006 — 2007
Western Kentucky University 2005 — 2006
Tim DeLaat Tim DeLaat's Fifth Third Securities Experience September 2011 - October 2013
Job Business Performance Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Fifth Third Securities September 2011 - October 2013
Fidelity Investments January 2005 - September 2011
Fidelity Investments January 2005 - September 2011
Fidelity Investments May 2004 - January 2005
Fidelity Investments October 2000 - May 2004
Skills
Series 7, Series 24, Series 63, FINRA, Financial Services, Risk Management, Securities, Series 53, Series 4, Series 8 (9&10), Compliance, Sales Supervision
Education
University of Cincinnati 1995 — 1999
Bachelors, Communication
Fidelity Investments October 2013 - Present
Fifth Third Securities September 2011 - October 2013
Fidelity Investments January 2005 - September 2011
Fidelity Investments January 2005 - September 2011
Fidelity Investments May 2004 - January 2005
Fidelity Investments October 2000 - May 2004
Skills
Series 7, Series 24, Series 63, FINRA, Financial Services, Risk Management, Securities, Series 53, Series 4, Series 8 (9&10), Compliance, Sales Supervision
Education
University of Cincinnati 1995 — 1999
Bachelors, Communication
Billy Patterson Billy Patterson's Fifth Third Securities Experience June 2015 - Present
Job Senior Associate
Industry Investment Banking
Experience
Fifth Third Securities June 2015 - Present
Lancaster Pollard July 2014 - May 2015
The University of Iowa January 2013 - May 2014
Licensed Attorney September 2012 - March 2014
Lancaster Pollard May 2013 - August 2013
EPR Properties December 2012 - January 2013
The University of Iowa August 2012 - December 2012
Washburn University School of Law Small Business & Nonprofit Transactional Law Clinic August 2011 - December 2011
Property Valuation Services June 2009 - November 2009
Freedom Bank - Overland Park, Kansas February 2009 - June 2009
Skills
Commercial Real Estate..., Real Estate Financing, Property Tax, Income Producing..., Investment Properties, Real Estate Tax Appeals, Commercial Real Estate, Asset-backed..., Mortgage Underwriting, Financial Analysis, Communication Skills, Written & Oral..., Public Speaking, Legal Writing, Real Estate Economics, Finance, Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2014
Master of Business Administration (MBA), Finance
Washburn University School of Law 2010 — 2012
Juris Doctor (J.D.), Business and Transactional Law, Estate Planning, and Tax Law
University of Northern Iowa 2004 — 2008
Bachelor of Arts (B.A.), Finance and Real Estate
Fifth Third Securities June 2015 - Present
Lancaster Pollard July 2014 - May 2015
The University of Iowa January 2013 - May 2014
Licensed Attorney September 2012 - March 2014
Lancaster Pollard May 2013 - August 2013
EPR Properties December 2012 - January 2013
The University of Iowa August 2012 - December 2012
Washburn University School of Law Small Business & Nonprofit Transactional Law Clinic August 2011 - December 2011
Property Valuation Services June 2009 - November 2009
Freedom Bank - Overland Park, Kansas February 2009 - June 2009
Skills
Commercial Real Estate..., Real Estate Financing, Property Tax, Income Producing..., Investment Properties, Real Estate Tax Appeals, Commercial Real Estate, Asset-backed..., Mortgage Underwriting, Financial Analysis, Communication Skills, Written & Oral..., Public Speaking, Legal Writing, Real Estate Economics, Finance, Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2014
Master of Business Administration (MBA), Finance
Washburn University School of Law 2010 — 2012
Juris Doctor (J.D.), Business and Transactional Law, Estate Planning, and Tax Law
University of Northern Iowa 2004 — 2008
Bachelor of Arts (B.A.), Finance and Real Estate
Troy M Smith Troy M Smith's Fifth Third Securities Experience July 2010 - December 2013
Job Vice President, Premier Banker
Industry Financial Services
Experience
SunTrust Bank December 2013 - Present
Fifth Third Securities July 2010 - December 2013
Skills
Credit, Banking, Consumer Lending, Retail Banking, Small Business Lending, Loans, Mortgage Lending, Commercial Lending, Loan Origination, Credit Analysis, Commercial Banking, Finance
Education
Tennessee State University 2006 — 2008
Master of Education (MEd), Educational Administration and Supervision
Tennessee State University 2001 — 2006
Bachelor of Science (BS), Speech Communication
SunTrust Bank December 2013 - Present
Fifth Third Securities July 2010 - December 2013
Skills
Credit, Banking, Consumer Lending, Retail Banking, Small Business Lending, Loans, Mortgage Lending, Commercial Lending, Loan Origination, Credit Analysis, Commercial Banking, Finance
Education
Tennessee State University 2006 — 2008
Master of Education (MEd), Educational Administration and Supervision
Tennessee State University 2001 — 2006
Bachelor of Science (BS), Speech Communication
Caden Scott Caden Scott's Fifth Third Securities Experience September 2011 - Present
Job Mortgage Loan Officer at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities September 2011 - Present
Bank of America December 2010 - August 2011
HSBC August 1999 - July 2007
Education
Aquinas College
Tennessee Technological University
Fifth Third Securities September 2011 - Present
Bank of America December 2010 - August 2011
HSBC August 1999 - July 2007
Education
Aquinas College
Tennessee Technological University
Daniel Poole Daniel Poole's Fifth Third Securities Experience May 2014 - May 2015
Job Financial Services Professional
Industry Financial Services
Experience
Fifth Third Securities May 2014 - May 2015
Vining Sparks, IBG January 2011 - May 2014
Howe Barnes Hoefer & Arnett October 2008 - January 2011
Merrill Lynch July 2007 - October 2008
McCauley Securities LTD. March 2004 - July 2007
Deutsche Bank Securities April 2000 - March 2004
Skills
Investment Banking, Account Management, Trading, CRM
Education
University of San Diego 1991 — 1995
Bachelor of Arts (B.A.), Political Science
Chaminade High School. Mineola, NY 1987 — 1991
Fifth Third Securities May 2014 - May 2015
Vining Sparks, IBG January 2011 - May 2014
Howe Barnes Hoefer & Arnett October 2008 - January 2011
Merrill Lynch July 2007 - October 2008
McCauley Securities LTD. March 2004 - July 2007
Deutsche Bank Securities April 2000 - March 2004
Skills
Investment Banking, Account Management, Trading, CRM
Education
University of San Diego 1991 — 1995
Bachelor of Arts (B.A.), Political Science
Chaminade High School. Mineola, NY 1987 — 1991
Tim Legler's Fifth Third Securities Experience August 2006 - January 2008
Job Deputy Manager Hedge Fund Accounting & Services
Industry Accounting
Experience
Custom House Global Fund Services LTD January 2008 - Present
Fifth Third Securities August 2006 - January 2008
American Express Financial Advisors January 2001 - June 2006
Kansas City Southern Railroad October 1987 - June 1999
OmniTrax Inc 1996 - 1999
Skills
Financial Reporting, Financial Analysis, Account Reconciliation, Accounting, Financial Modeling, Financial Accounting, Internal Controls, Strategic Financial..., Auditing, Risk Management, Alternative Investments, Investments, Derivatives, Financial Risk
Education
University of Pittsburgh 1977 — 1978
MBA, Finance/Accounting
Robert Morris University 1973 — 1977
BS, Accounting
Custom House Global Fund Services LTD January 2008 - Present
Fifth Third Securities August 2006 - January 2008
American Express Financial Advisors January 2001 - June 2006
Kansas City Southern Railroad October 1987 - June 1999
OmniTrax Inc 1996 - 1999
Skills
Financial Reporting, Financial Analysis, Account Reconciliation, Accounting, Financial Modeling, Financial Accounting, Internal Controls, Strategic Financial..., Auditing, Risk Management, Alternative Investments, Investments, Derivatives, Financial Risk
Education
University of Pittsburgh 1977 — 1978
MBA, Finance/Accounting
Robert Morris University 1973 — 1977
BS, Accounting
Marty Jerwers's Fifth Third Securities Experience April 2007 - Present
Job Vice President Investment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities April 2007 - Present
Smith Barney July 2000 - March 2007
J.C. Bradford & Co September 1997 - July 2000
JC Bradford & Co. 1997 - 2000
Education
College of Financial Planning 2002 — 2007
CFP, Financial Planning
The Ohio State University 1993 — 1997
"BS", Finance and Accounting
The Ohio State University - The Max M. Fisher College of Business 1993 — 1997
Bachelor of Science (BS), Finance and Accounting
Fifth Third Securities April 2007 - Present
Smith Barney July 2000 - March 2007
J.C. Bradford & Co September 1997 - July 2000
JC Bradford & Co. 1997 - 2000
Education
College of Financial Planning 2002 — 2007
CFP, Financial Planning
The Ohio State University 1993 — 1997
"BS", Finance and Accounting
The Ohio State University - The Max M. Fisher College of Business 1993 — 1997
Bachelor of Science (BS), Finance and Accounting
Rachael Gander's Fifth Third Securities Experience March 2007 - September 2010
Job sewing and embroidery pattern designer
Industry Design
Experience
imagine gnats January 2010 - Present
Pizza Night Press, LLC February 2008 - Present
sewn studio February 2012 - April 2013
CraftFoxes.com July 2012 - January 2013
Raymond James Financial September 2010 - February 2012
First Financial Bank September 2010 - February 2012
Fifth Third Securities March 2007 - September 2010
Fifth Third Bank October 2007 - March 2008
Fifth Third Bank April 2006 - October 2007
Fifth Third Bank March 2004 - April 2006
Skills
Sewing, Quilting, Graphic Design, Textiles, Blogging, Social Media, Craft, Apparel, Design Patterns, Customer Service, Embroidery, Pattern Design, Illustrator, Adobe Creative Suite, Fashion, Art, Fashion Design, Drawing, Photoshop, Sketching, Photography, Illustration, Textile Design, Crafts
Education
Temple University 1997 — 1999
Virginia Polytechnic Institute and State University 1995 — 1997
architecture
imagine gnats January 2010 - Present
Pizza Night Press, LLC February 2008 - Present
sewn studio February 2012 - April 2013
CraftFoxes.com July 2012 - January 2013
Raymond James Financial September 2010 - February 2012
First Financial Bank September 2010 - February 2012
Fifth Third Securities March 2007 - September 2010
Fifth Third Bank October 2007 - March 2008
Fifth Third Bank April 2006 - October 2007
Fifth Third Bank March 2004 - April 2006
Skills
Sewing, Quilting, Graphic Design, Textiles, Blogging, Social Media, Craft, Apparel, Design Patterns, Customer Service, Embroidery, Pattern Design, Illustrator, Adobe Creative Suite, Fashion, Art, Fashion Design, Drawing, Photoshop, Sketching, Photography, Illustration, Textile Design, Crafts
Education
Temple University 1997 — 1999
Virginia Polytechnic Institute and State University 1995 — 1997
architecture
Doug Mourne's Fifth Third Securities Experience January 2002 - January 2007
Job Surveillance and AML Compliance Officer at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning June 2012 - Present
Capital Analysts, Incorporated December 2007 - May 2012
Fifth Third Securities January 2002 - January 2007
Fifth Third Securities January 2000 - January 2002
Fidelity Investments October 1997 - January 2000
Skills
Series 24, Series 7, Series 63, Series 66, Series 4, Series 53
Education
University of Cincinnati
Bachelors of Business Administration, Management, Marketing
Lincoln Investment Planning June 2012 - Present
Capital Analysts, Incorporated December 2007 - May 2012
Fifth Third Securities January 2002 - January 2007
Fifth Third Securities January 2000 - January 2002
Fidelity Investments October 1997 - January 2000
Skills
Series 24, Series 7, Series 63, Series 66, Series 4, Series 53
Education
University of Cincinnati
Bachelors of Business Administration, Management, Marketing
Matthew Hinson, CPA's Fifth Third Securities Experience August 2011 - April 2013
Job Senior Associate at Alvarez & Marsal
Industry Venture Capital & Private Equity
Experience
Alvarez & Marsal April 2013 - Present
Fifth Third Securities August 2011 - April 2013
Deloitte & Touche September 2009 - August 2011
University of North Carolina Wilmington August 2008 - July 2009
Deloitte & Touche January 2008 - March 2008
Skills
Financial Modeling, Capital IQ, Microsoft Excel, Mergers & Acquisitions, Valuation, PowerPoint, Financial Analysis, Due Diligence, Microsoft PowerPoint, Corporate Finance, Bloomberg Terminal, Finance, FINRA, Financial Accounting, Series 79, Auditing, Series 63
Education
University of North Carolina at Wilmington 2008 — 2009
Master of Science in Accountancy, Mergers and Consolidations, Taxation
University of North Carolina at Wilmington 2004 — 2008
BSBA, Accounting
Alvarez & Marsal April 2013 - Present
Fifth Third Securities August 2011 - April 2013
Deloitte & Touche September 2009 - August 2011
University of North Carolina Wilmington August 2008 - July 2009
Deloitte & Touche January 2008 - March 2008
Skills
Financial Modeling, Capital IQ, Microsoft Excel, Mergers & Acquisitions, Valuation, PowerPoint, Financial Analysis, Due Diligence, Microsoft PowerPoint, Corporate Finance, Bloomberg Terminal, Finance, FINRA, Financial Accounting, Series 79, Auditing, Series 63
Education
University of North Carolina at Wilmington 2008 — 2009
Master of Science in Accountancy, Mergers and Consolidations, Taxation
University of North Carolina at Wilmington 2004 — 2008
BSBA, Accounting
Jonas Byrer's Fifth Third Securities Experience January 2011 - March 2015
Job Financial Professional
Industry Financial Services
Experience
Fifth Third Bank September 2012 - March 2015
Fifth Third Securities January 2011 - March 2015
Fifth Third Bank May 2010 - September 2012
5/3rd Bank April 2009 - May 2010
Office Team a Robert Half company August 2008 - February 2009
Silver Hill Financial June 2007 - April 2008
Fremont Investment & Loans May 2004 - March 2007
AT&T May 2000 - April 2004
Skills
Credit Analysis, Banking, Mortgage Lending, Credit, Loans, Recruiting, Small Business Lending, Consumer Lending, Sales, Finance, Relationship Management, Customer Service, Commercial Lending, Training, Contract Negotiation, Appraisals, Bank Management, Residential Mortgages, Mortgage Banking, Conflict Resolution, Database Admin, Performance Reviews, Series 63, Series 6
Education
The American College 2014 — 2015
Certified Financial Planner, Financial Planning and Services
Purdue University 1995 — 2000
Industrial Technology, Industial Distribution, Mech. Eng. Tech.
Fifth Third Bank September 2012 - March 2015
Fifth Third Securities January 2011 - March 2015
Fifth Third Bank May 2010 - September 2012
5/3rd Bank April 2009 - May 2010
Office Team a Robert Half company August 2008 - February 2009
Silver Hill Financial June 2007 - April 2008
Fremont Investment & Loans May 2004 - March 2007
AT&T May 2000 - April 2004
Skills
Credit Analysis, Banking, Mortgage Lending, Credit, Loans, Recruiting, Small Business Lending, Consumer Lending, Sales, Finance, Relationship Management, Customer Service, Commercial Lending, Training, Contract Negotiation, Appraisals, Bank Management, Residential Mortgages, Mortgage Banking, Conflict Resolution, Database Admin, Performance Reviews, Series 63, Series 6
Education
The American College 2014 — 2015
Certified Financial Planner, Financial Planning and Services
Purdue University 1995 — 2000
Industrial Technology, Industial Distribution, Mech. Eng. Tech.
Tony Torreon, CRPC®'s Fifth Third Securities Experience May 2013 - December 2014
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2014 - Present
Fifth Third Securities May 2013 - December 2014
David A. Noyes & Co. November 2012 - April 2013
Merrill Lynch January 2008 - November 2012
LaSalle Bank / Bank of America 1999 - December 2007
LaSalle Bank 1993 - 1998
Skills
Asset Allocation, Mutual Funds, Life Insurance, Financial Services, Long-term Care, Investments, Finance, Banking, Wealth Strategies, Portfolio Optimization, Asset Allocation..., Investment Advisory, Retirement Planning, Retirement Income..., Estate Administration, Personal Trust..., Fiduciary Services, Trading Systems, Wrap Accounts
Education
University of Illinois at Chicago 1989 — 1993
Political Science
Wells Fargo Advisors, LLC December 2014 - Present
Fifth Third Securities May 2013 - December 2014
David A. Noyes & Co. November 2012 - April 2013
Merrill Lynch January 2008 - November 2012
LaSalle Bank / Bank of America 1999 - December 2007
LaSalle Bank 1993 - 1998
Skills
Asset Allocation, Mutual Funds, Life Insurance, Financial Services, Long-term Care, Investments, Finance, Banking, Wealth Strategies, Portfolio Optimization, Asset Allocation..., Investment Advisory, Retirement Planning, Retirement Income..., Estate Administration, Personal Trust..., Fiduciary Services, Trading Systems, Wrap Accounts
Education
University of Illinois at Chicago 1989 — 1993
Political Science
Jack Bell's Fifth Third Securities Experience January 2014 - Present
Job Managing Director at Fifth Third Securities
Industry Capital Markets
Experience
Fifth Third Securities January 2014 - Present
Wells Fargo Securities March 2012 - December 2013
Mizuho Securities USA Inc. 2011 - 2011
Sandler O'Neill 2010 - 2011
FHLB Atlanta 2005 - 2010
BBT 2003 - 2005
Skills
Series 7, Series 63, Series 24, Series 53
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2000
MBA, Business Finance
Fifth Third Securities January 2014 - Present
Wells Fargo Securities March 2012 - December 2013
Mizuho Securities USA Inc. 2011 - 2011
Sandler O'Neill 2010 - 2011
FHLB Atlanta 2005 - 2010
BBT 2003 - 2005
Skills
Series 7, Series 63, Series 24, Series 53
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2000
MBA, Business Finance
Jeremy Woolcott's Fifth Third Securities Experience February 2003 - Present
Job Managing Director Institutional Brokerage
Industry Capital Markets
Experience
Fifth Third Securities February 2003 - Present
H&R Block Financial Advisors 1995 - 2002
Skills
Capital Markets, Fixed Income, Bloomberg
Education
University of Michigan
Bachelor's Degree, Political Science
Fifth Third Securities February 2003 - Present
H&R Block Financial Advisors 1995 - 2002
Skills
Capital Markets, Fixed Income, Bloomberg
Education
University of Michigan
Bachelor's Degree, Political Science
David Durkin's Fifth Third Securities Experience September 2006 - December 2008
Job Financial Analyst II at Federal Home Loan Bank of Cincinnati
Industry Banking
Experience
Federal Home Loan Bank of Cincinnati December 2008 - Present
Fifth Third Securities September 2006 - December 2008
Fifth Third Securities February 2004 - September 2006
Fidelity Investments January 2004 - February 2005
Education
University of Cincinnati College of Business 2006 — 2008
MS, Finance
University of Cincinnati College of Business 1999 — 2003
BBA, Finance, International Business
Colerain High School
Federal Home Loan Bank of Cincinnati December 2008 - Present
Fifth Third Securities September 2006 - December 2008
Fifth Third Securities February 2004 - September 2006
Fidelity Investments January 2004 - February 2005
Education
University of Cincinnati College of Business 2006 — 2008
MS, Finance
University of Cincinnati College of Business 1999 — 2003
BBA, Finance, International Business
Colerain High School
Brian Seedhouse's Fifth Third Securities Experience May 1989 - June 2012
Job Senior Vice President, DirectorPublic Finance Huntington Investment Company
Industry Financial Services
Experience
Huntington National Bank July 2012 - Present
Fifth Third Securities May 1989 - June 2012
Skills
Public Finance, Credit, Bonds, Capital Markets, Securities, Fixed Income, Series 63, Series 7
Education
Xavier University 1995 — 1997
MBA
University of Dayton 1985 — 1989
Huntington National Bank July 2012 - Present
Fifth Third Securities May 1989 - June 2012
Skills
Public Finance, Credit, Bonds, Capital Markets, Securities, Fixed Income, Series 63, Series 7
Education
Xavier University 1995 — 1997
MBA
University of Dayton 1985 — 1989
Maria Yamat's Fifth Third Securities Experience June 2010 - Present
Job Managing Director at Fifth Third Securities
Industry Capital Markets
Experience
Fifth Third Securities June 2010 - Present
Wells Fargo Securities, LLC August 2004 - June 2009
Banc One Capital Markets, Inc. December 2001 - August 2004
Banc of America Securities December 1996 - November 2001
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Finance & Policy Studies
University of Wisconsin-Madison - School of Business 1987 — 1991
BBA, Finance & Accounting
Fifth Third Securities June 2010 - Present
Wells Fargo Securities, LLC August 2004 - June 2009
Banc One Capital Markets, Inc. December 2001 - August 2004
Banc of America Securities December 1996 - November 2001
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Finance & Policy Studies
University of Wisconsin-Madison - School of Business 1987 — 1991
BBA, Finance & Accounting
Dan McEachern's Fifth Third Securities Experience July 2012 - December 2013
Job Private Client Advisor
Industry Financial Services
Experience
JPMorgan Chase Bank NA August 2014 - Present
JPMorgan Chase December 2013 - July 2014
Fifth Third Securities July 2012 - December 2013
Merrill Lynch August 2009 - July 2012
PGA of America April 2001 - June 2011
UBS Wealth Management April 2007 - August 2009
The Country Club of Orlando May 2001 - February 2007
Education
Rollins College 1992 — 1997
BA, Economics
Canterbury HS 1990 — 1992
JPMorgan Chase Bank NA August 2014 - Present
JPMorgan Chase December 2013 - July 2014
Fifth Third Securities July 2012 - December 2013
Merrill Lynch August 2009 - July 2012
PGA of America April 2001 - June 2011
UBS Wealth Management April 2007 - August 2009
The Country Club of Orlando May 2001 - February 2007
Education
Rollins College 1992 — 1997
BA, Economics
Canterbury HS 1990 — 1992
Scott Hollander's Fifth Third Securities Experience September 2008 - February 2010
Job Race Car Mechanic, Restoration Specialist at The Studio 47, Engineering Student at The Ohio State University
Industry Automotive
Experience
The Studio 47 January 2014 - Present
Putsch Racing January 2012 - April 2014
Fifth Third Securities September 2008 - February 2010
Merrill Lynch 2008 - September 2008
Skills
Investments, Strategic Financial..., Investment Advisory, Mutual Funds, Strategic Planning, New Business Development, Microsoft Excel, Business Planning, Budgets, Business Strategy, Negotiation, Retirement Planning, Microsoft Office, Marketing, Account Management, Business Analysis, Automotive Engineering, Automotive, Auto Racing, Mechanical Aptitude, Mechanical Analysis, American Welding..., Six Sigma, Customer Retention, Sales, Leadership, Customer Service, Marketing Strategy, Management, Social Media
Education
The Ohio State University 2013 — 2015
BS, Welding Engineering
The Ohio State University 2002 — 2006
BS, Finance
The Studio 47 January 2014 - Present
Putsch Racing January 2012 - April 2014
Fifth Third Securities September 2008 - February 2010
Merrill Lynch 2008 - September 2008
Skills
Investments, Strategic Financial..., Investment Advisory, Mutual Funds, Strategic Planning, New Business Development, Microsoft Excel, Business Planning, Budgets, Business Strategy, Negotiation, Retirement Planning, Microsoft Office, Marketing, Account Management, Business Analysis, Automotive Engineering, Automotive, Auto Racing, Mechanical Aptitude, Mechanical Analysis, American Welding..., Six Sigma, Customer Retention, Sales, Leadership, Customer Service, Marketing Strategy, Management, Social Media
Education
The Ohio State University 2013 — 2015
BS, Welding Engineering
The Ohio State University 2002 — 2006
BS, Finance
Angi Schaefer's Fifth Third Securities Experience National Relationship ManagerFifth Third Bank2000 - Present
Job National Relationship Manager at Fifth Third Securities
Industry Banking
Experience
Fifth Third Securities National Relationship ManagerFifth Third Bank2000 - Present
Fifth Third Processing Solutions 2000 - Present
Education
Thomas More College 1998 — 2000
Fifth Third Securities National Relationship ManagerFifth Third Bank2000 - Present
Fifth Third Processing Solutions 2000 - Present
Education
Thomas More College 1998 — 2000
Jason Niemann's Fifth Third Securities Experience April 2006 - Present
Job Fixed Income Trader at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Securities April 2006 - Present
Fifth Third Securities February 2004 - April 2006
Skills
Investments, Risk Management, Trading, Credit Analysis, Portfolio Management, Analysis, Financial Risk, Structured Products, Securities, Series 7
Education
University of Dayton 1999 — 2003
Finance
St. Louis Priory School 1993 — 1999
Fifth Third Securities April 2006 - Present
Fifth Third Securities February 2004 - April 2006
Skills
Investments, Risk Management, Trading, Credit Analysis, Portfolio Management, Analysis, Financial Risk, Structured Products, Securities, Series 7
Education
University of Dayton 1999 — 2003
Finance
St. Louis Priory School 1993 — 1999
Kurt Steves's Fifth Third Securities Experience May 2011 - Present
Job Managing Director, Fifth Third Bank, Capital Strategies Group
Industry Investment Banking
Experience
Fifth Third Securities May 2011 - Present
Cardinal Capital Partners May 2007 - May 2011
JP Morgan August 1999 - May 2007
Education
Texas Tech University - Rawls College of Business 1997 — 1999
MBA
Texas Tech University 1990 — 1995
BS, Industrial Engineering
Fifth Third Securities May 2011 - Present
Cardinal Capital Partners May 2007 - May 2011
JP Morgan August 1999 - May 2007
Education
Texas Tech University - Rawls College of Business 1997 — 1999
MBA
Texas Tech University 1990 — 1995
BS, Industrial Engineering
Jim Kelczewski's Fifth Third Securities Experience February 2013 - Present
Job Investment Executive
Industry Financial Services
Experience
Fifth Third Securities February 2013 - Present
Merrill Lynch September 2011 - January 2013
Colonial Life October 2009 - September 2011
Fidelity Investments March 1986 - February 2009
Education
Xavier University 2004 — 2004
Executive Certificate in Financial Planning
St. John's University, The Peter J. Tobin College of Business 1976 — 1980
BS, Finance
Fifth Third Securities February 2013 - Present
Merrill Lynch September 2011 - January 2013
Colonial Life October 2009 - September 2011
Fidelity Investments March 1986 - February 2009
Education
Xavier University 2004 — 2004
Executive Certificate in Financial Planning
St. John's University, The Peter J. Tobin College of Business 1976 — 1980
BS, Finance
Kate Salsman's Fifth Third Securities Experience Financial AdvisorFifth Third Bank2002 - Present
Job Wealth Management Advisor at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities Financial AdvisorFifth Third Bank2002 - Present
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
Fifth Third Securities Financial AdvisorFifth Third Bank2002 - Present
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
Brian Steinbach's Fifth Third Securities Experience June 2007 - April 2009
Job Assistant Vice President / Bank Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank January 2010 - Present
Wachovia April 2009 - October 2010
Fifth Third Securities June 2007 - April 2009
Ameriprise Financial March 2006 - May 2007
Ameriprise Financial January 2006 - May 2007
Premiere Book Services December 2002 - March 2006
Skills
Banking, Sales Management, Sales, Credit, Small Business Lending, Leadership, Coaching, Management, Customer Service, Finance, Investment Strategies, Securities, Financial Advisory, Series 7, Series 66, CRPC, Microsoft Office, Investments
Education
University of South Florida 2008 — 2010
MBA, Business Administration
University of South Florida 1999 — 2002
Bachelor of Arts, Psychology
Wells Fargo Bank January 2010 - Present
Wachovia April 2009 - October 2010
Fifth Third Securities June 2007 - April 2009
Ameriprise Financial March 2006 - May 2007
Ameriprise Financial January 2006 - May 2007
Premiere Book Services December 2002 - March 2006
Skills
Banking, Sales Management, Sales, Credit, Small Business Lending, Leadership, Coaching, Management, Customer Service, Finance, Investment Strategies, Securities, Financial Advisory, Series 7, Series 66, CRPC, Microsoft Office, Investments
Education
University of South Florida 2008 — 2010
MBA, Business Administration
University of South Florida 1999 — 2002
Bachelor of Arts, Psychology
Colleen Nill's Fifth Third Securities Experience June 2005 - October 2007
Job Financial Services Professional
Industry Financial Services
Experience
Fifth Third Securities June 2005 - October 2007
Fifth Third Securities September 2003 - June 2005
Fifth Third Securities June 2001 - September 2003
Stifel Nicolaus February 2001 - June 2001
Fifth Third Securities January 2000 - February 2001
Fifth Third Bank April 1999 - January 2000
Skills
Investments, Legal Compliance, Insurance, Marketing Communications, Investment Banking, Investment Advisory, Internal Audit, Securities, Retirement Planning, Series 7, Analysis, Series 63, Financial Services, Mutual Funds, Wealth Management
Education
University of Cincinnati College of Business 1993 — 1998
BBA, Marketing
University of Cincinnati College of Business 1993 — 1998
BBA, Management
Ursuline Academy 1989 — 1993
Fifth Third Securities June 2005 - October 2007
Fifth Third Securities September 2003 - June 2005
Fifth Third Securities June 2001 - September 2003
Stifel Nicolaus February 2001 - June 2001
Fifth Third Securities January 2000 - February 2001
Fifth Third Bank April 1999 - January 2000
Skills
Investments, Legal Compliance, Insurance, Marketing Communications, Investment Banking, Investment Advisory, Internal Audit, Securities, Retirement Planning, Series 7, Analysis, Series 63, Financial Services, Mutual Funds, Wealth Management
Education
University of Cincinnati College of Business 1993 — 1998
BBA, Marketing
University of Cincinnati College of Business 1993 — 1998
BBA, Management
Ursuline Academy 1989 — 1993
Scott A. Schmidt's Fifth Third Securities Experience November 2014 - Present
Job Investment Executive at Fifth Third Securities
Industry Investment Management
Experience
Fifth Third Securities November 2014 - Present
Schmidt & Lerner, LLC March 2010 - Present
Meritus Financial Group October 2011 - October 2014
O'Connell, Tivin, Miller & Burns, LLC 2007 - 2011
Hinshaw & Culberston LLP 2001 - 2007
Skills
Civil Litigation, Trusts, Litigation, Legal Research, Corporate Law, Estate Planning, Financial Planning, Securities, Income Tax, Family Law, Probate, Intellectual Property, LLC, Courts, Contract Negotiation, Real Estate, Negotiation, Personal Injury, Powers of Attorney, Tax Preparation, Trademarks, Legal Writing, Medical Malpractice, Dispute Resolution, Torts, Product Liability, Trials, Investments, Series 7, Trial Practice, Hearings
Education
The John Marshall Law School 2004 — 2007
J.D.
University of Notre Dame 1997 — 2000
B.A., Philosophy
University of Michigan - School of Public Health 2010 — 2010
Epidemiology
Fifth Third Securities November 2014 - Present
Schmidt & Lerner, LLC March 2010 - Present
Meritus Financial Group October 2011 - October 2014
O'Connell, Tivin, Miller & Burns, LLC 2007 - 2011
Hinshaw & Culberston LLP 2001 - 2007
Skills
Civil Litigation, Trusts, Litigation, Legal Research, Corporate Law, Estate Planning, Financial Planning, Securities, Income Tax, Family Law, Probate, Intellectual Property, LLC, Courts, Contract Negotiation, Real Estate, Negotiation, Personal Injury, Powers of Attorney, Tax Preparation, Trademarks, Legal Writing, Medical Malpractice, Dispute Resolution, Torts, Product Liability, Trials, Investments, Series 7, Trial Practice, Hearings
Education
The John Marshall Law School 2004 — 2007
J.D.
University of Notre Dame 1997 — 2000
B.A., Philosophy
University of Michigan - School of Public Health 2010 — 2010
Epidemiology
Jay Ludwick's Fifth Third Securities Experience October 2012 - April 2015
Job Vice President and Business Controls Manager for Capital Markets at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank April 2015 - Present
Fifth Third Securities October 2012 - April 2015
Fifth Third Securities June 2009 - October 2012
Fifth Third Securities March 2001 - June 2009
Education
The Ohio State University 1997 — 2000
BA, History
Fifth Third Bank April 2015 - Present
Fifth Third Securities October 2012 - April 2015
Fifth Third Securities June 2009 - October 2012
Fifth Third Securities March 2001 - June 2009
Education
The Ohio State University 1997 — 2000
BA, History
David Benison's Fifth Third Securities Experience October 2009 - March 2014
Job Financial Advisor at Suntrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. March 2014 - Present
Fifth Third Securities October 2009 - March 2014
Skills
Financial Planning, Retirement Planning, Investment Review, Retirement Solutions, Estate Strategies, Wealth Management, LBGT Needs Planning, Risk Management, Investment Advice, College Planning, Managing Cashflow
Education
Rhode Island College 1991 — 1994
Bachelor of Applied Science (B.A.Sc.), Psychology, 3.8
University of Rhode Island 1989 — 1991
SunTrust Investment Services, Inc. March 2014 - Present
Fifth Third Securities October 2009 - March 2014
Skills
Financial Planning, Retirement Planning, Investment Review, Retirement Solutions, Estate Strategies, Wealth Management, LBGT Needs Planning, Risk Management, Investment Advice, College Planning, Managing Cashflow
Education
Rhode Island College 1991 — 1994
Bachelor of Applied Science (B.A.Sc.), Psychology, 3.8
University of Rhode Island 1989 — 1991
Keith J Voney's Fifth Third Securities Experience August 2013 - Present
Job Investment Representative at Fifth Third Securities
Industry Investment Management
Experience
Fifth Third Securities August 2013 - Present
BMO Harris Bank December 2009 - May 2011
Harris Bank June 2007 - December 2009
BMO Harris Bank September 2003 - June 2007
Skills
Portfolio Management, Business Banking, Credit Analysis, Commercial Real Estate
Education
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelor's degree, Economics, 3.7
Fifth Third Securities August 2013 - Present
BMO Harris Bank December 2009 - May 2011
Harris Bank June 2007 - December 2009
BMO Harris Bank September 2003 - June 2007
Skills
Portfolio Management, Business Banking, Credit Analysis, Commercial Real Estate
Education
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelor's degree, Economics, 3.7
Geoff Kobayashi's Fifth Third Securities Experience June 2007 - Present
Job Trader
Industry Capital Markets
Experience
Fifth Third Securities June 2007 - Present
LaSalle Bank 2006 - 2007
Public Financial Management 2004 - 2006
Skills
Financial Modeling, Financial Analysis, Bloomberg, Fixed Income, Capital Markets, Investments, Series 7, Bonds, Valuation, Investment Banking, Corporate Finance, Equities, Securities
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Business Administration and Management, General
University of Michigan 2000 — 2004
BS, Mathematics, Economics
Fifth Third Securities June 2007 - Present
LaSalle Bank 2006 - 2007
Public Financial Management 2004 - 2006
Skills
Financial Modeling, Financial Analysis, Bloomberg, Fixed Income, Capital Markets, Investments, Series 7, Bonds, Valuation, Investment Banking, Corporate Finance, Equities, Securities
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Business Administration and Management, General
University of Michigan 2000 — 2004
BS, Mathematics, Economics
David Tiggett's Fifth Third Securities Experience July 2010 - Present
Job Director at Fifth Third Securities, Inc.
Industry Financial Services
Experience
Fifth Third Securities July 2010 - Present
Ohio Treasurer of State February 2009 - September 2010
Robert W. Baird September 2006 - January 2009
Skills
Public Finance, Fixed Income, Securities, Investments, Series 7, Customer Service, Leadership
Education
The Ohio State University
BS, Resource Management
Fifth Third Securities July 2010 - Present
Ohio Treasurer of State February 2009 - September 2010
Robert W. Baird September 2006 - January 2009
Skills
Public Finance, Fixed Income, Securities, Investments, Series 7, Customer Service, Leadership
Education
The Ohio State University
BS, Resource Management
Jessica Sheehan's Fifth Third Securities Experience March 2010 - September 2013
Job Wealth Management Investment Associate
Industry Investment Banking
Experience
U.S. Bank September 2013 - Present
Fifth Third Bank March 2010 - September 2013
Fifth Third Securities March 2010 - September 2013
HSBC Consumer Lending August 2007 - March 2009
Tufts Health Plan September 2004 - December 2006
Skills
Consumer Lending, Retail Banking, Sales Management, Financial Advisory, New Business Development, Coaching
Education
Universitat Pompeu Fabra 2007 — 2007
Spanish
University of Massachusetts, Amherst 1999 — 2003
BS, Sociology
U.S. Bank September 2013 - Present
Fifth Third Bank March 2010 - September 2013
Fifth Third Securities March 2010 - September 2013
HSBC Consumer Lending August 2007 - March 2009
Tufts Health Plan September 2004 - December 2006
Skills
Consumer Lending, Retail Banking, Sales Management, Financial Advisory, New Business Development, Coaching
Education
Universitat Pompeu Fabra 2007 — 2007
Spanish
University of Massachusetts, Amherst 1999 — 2003
BS, Sociology
Nick Summa's Fifth Third Securities Experience May 2009 - Present
Job Assistant Vice President Financial Center Manager III
Industry Financial Services
Experience
Fifth Third Bank January 2015 - Present
Fifth Third Securities May 2009 - Present
Fifth Third Bank January 2012 - December 2014
Fifth Third Bank April 2010 - December 2012
Fifth Third Bank November 2007 - March 2010
Homescout Realty May 2007 - October 2007
Skills
Banking, Loans, Finance, Management, Sales, Mortgage Lending, Credit, Coaching, Financial Services, Risk Management
Education
Purdue University 2002 — 2007
Organizational Leadership & Supervision, Economics & Finance
Fifth Third Bank January 2015 - Present
Fifth Third Securities May 2009 - Present
Fifth Third Bank January 2012 - December 2014
Fifth Third Bank April 2010 - December 2012
Fifth Third Bank November 2007 - March 2010
Homescout Realty May 2007 - October 2007
Skills
Banking, Loans, Finance, Management, Sales, Mortgage Lending, Credit, Coaching, Financial Services, Risk Management
Education
Purdue University 2002 — 2007
Organizational Leadership & Supervision, Economics & Finance
Tony Vadino's Fifth Third Securities Experience October 2001 - October 2003
Job Vice President Investments at Old National Bank
Industry Banking
Experience
Old National Investments offered thru LPL October 2014 - Present
Old National Bank October 2014 - Present
1st Global Research and Consulting May 2013 - September 2014
Infinex Financial Group December 2011 - February 2013
First Place Bank June 2011 - December 2011
M&I Wealth Management January 2008 - July 2009
Sky Financial Group January 2004 - July 2007
Fifth Third Securities October 2001 - October 2003
Old Kent Bank January 1997 - October 2001
Skills
Leadership, Management, Banking, Insurance, Investments, Portfolio Management, Sales Management, Commercial Banking, Wealth Management, Business Development, Loans, Credit
Education
University of Michigan 1967 — 1971
BS, Science
Old National Investments offered thru LPL October 2014 - Present
Old National Bank October 2014 - Present
1st Global Research and Consulting May 2013 - September 2014
Infinex Financial Group December 2011 - February 2013
First Place Bank June 2011 - December 2011
M&I Wealth Management January 2008 - July 2009
Sky Financial Group January 2004 - July 2007
Fifth Third Securities October 2001 - October 2003
Old Kent Bank January 1997 - October 2001
Skills
Leadership, Management, Banking, Insurance, Investments, Portfolio Management, Sales Management, Commercial Banking, Wealth Management, Business Development, Loans, Credit
Education
University of Michigan 1967 — 1971
BS, Science
J.B. Ward's Fifth Third Securities Experience May 1996 - Present
Job Vice President at Fifth Third Securities
Industry Investment Management
Experience
Fifth Third Securities May 1996 - Present
Skills
Securities, Series 7, Series 63, Bloomberg, Portfolio Management, Wealth Management, Mutual Funds, Investments, Fixed Income, Banking, Commercial Lending, Bonds, Asset Management, Commercial Banking, Financial Analysis
Education
University of Cincinnati 1988 — 1992
Loyola Academy 1985 — 1988
Fifth Third Securities May 1996 - Present
Skills
Securities, Series 7, Series 63, Bloomberg, Portfolio Management, Wealth Management, Mutual Funds, Investments, Fixed Income, Banking, Commercial Lending, Bonds, Asset Management, Commercial Banking, Financial Analysis
Education
University of Cincinnati 1988 — 1992
Loyola Academy 1985 — 1988
Kyle Denehy's Fifth Third Securities Experience Licensed Financial ConsultantNational City BankMarch 2007 - August 2009
Job Investment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities Licensed Financial ConsultantNational City BankMarch 2007 - August 2009
DFS Investments, LLC April 2006 - March 2007
R.J. O'Brien November 2005 - April 2006
Merrill Lynch July 2005 - October 2005
Education
University of Phoenix 2006 — 2008
MBA
The Ohio State University 1999 — 2003
Business and Applied Economics
Fifth Third Securities Licensed Financial ConsultantNational City BankMarch 2007 - August 2009
DFS Investments, LLC April 2006 - March 2007
R.J. O'Brien November 2005 - April 2006
Merrill Lynch July 2005 - October 2005
Education
University of Phoenix 2006 — 2008
MBA
The Ohio State University 1999 — 2003
Business and Applied Economics
Jason Demland's Fifth Third Securities Experience June 2013 - Present
Job Investment Representative
Industry Financial Services
Experience
Fifth Third Securities June 2013 - Present
Fifth Third Bank September 2011 - June 2013
Sears Holdings Corporation June 2010 - November 2011
Demland Farms June 2008 - August 2010
Sears Holdings Corporation June 2008 - June 2010
Sauder Woodworking January 2005 - March 2006
Skills
Direct Sales, Sales Management, HTML + CSS, PHP, Training & Development, Sales Skills Training, Sales Process, Microsoft Office, Cold Calling, Sales Operations, Financial Analysis, Budgeting, Teaching, Budgets, Life Insurance, Disability Insurance, Health Insurance, Fixed Annuities, Variable Annuities, Customer Service, Insurance, Cross Selling, Consumer Lending, Sales Presentations, Retail Banking, Training, Employee Training
Education
University of Toledo 2014 — 2017
Bachelor's Degree, Finance
The Defiance College 2013 — 2013
Bachelor of Business Administration (B.B.A.), Business
Northwest State Community College 2008 — 2011
Business Administration, Business
Fifth Third Securities June 2013 - Present
Fifth Third Bank September 2011 - June 2013
Sears Holdings Corporation June 2010 - November 2011
Demland Farms June 2008 - August 2010
Sears Holdings Corporation June 2008 - June 2010
Sauder Woodworking January 2005 - March 2006
Skills
Direct Sales, Sales Management, HTML + CSS, PHP, Training & Development, Sales Skills Training, Sales Process, Microsoft Office, Cold Calling, Sales Operations, Financial Analysis, Budgeting, Teaching, Budgets, Life Insurance, Disability Insurance, Health Insurance, Fixed Annuities, Variable Annuities, Customer Service, Insurance, Cross Selling, Consumer Lending, Sales Presentations, Retail Banking, Training, Employee Training
Education
University of Toledo 2014 — 2017
Bachelor's Degree, Finance
The Defiance College 2013 — 2013
Bachelor of Business Administration (B.B.A.), Business
Northwest State Community College 2008 — 2011
Business Administration, Business
Craig Gephart, CMFS's Fifth Third Securities Experience April 2005 - May 2007
Job AVP, Portfolio Manager at Huntington Wealth Advisors
Industry Financial Services
Experience
Huntington National Bank June 2013 - Present
Huntington National Bank December 2012 - June 2013
Western & Southern Financial Group May 2010 - December 2012
VALIC October 2009 - May 2010
Financial Consultant April 2009 - October 2009
First Federal Bank of the Midwest May 2007 - February 2009
Fifth Third Securities April 2005 - May 2007
Gephart Financial LLC 2000 - 2005
Skills
Retirement Planning, Strategic Financial..., Insurance, Financial Analysis, IRAs, Series 7, Investment Advisory, Mutual Funds, Financial Advisory, 401k, Investments, Loans, Fixed Annuities, Portfolio Management, Wealth Management, Securities, Asset Management, Wealth
Education
Chattanooga State Community College 1986 — 1989
Associate's degree, Radiologic Technology/Science - Radiographer
University of Findlay 1979 — 1983
English Literature
Huntington National Bank June 2013 - Present
Huntington National Bank December 2012 - June 2013
Western & Southern Financial Group May 2010 - December 2012
VALIC October 2009 - May 2010
Financial Consultant April 2009 - October 2009
First Federal Bank of the Midwest May 2007 - February 2009
Fifth Third Securities April 2005 - May 2007
Gephart Financial LLC 2000 - 2005
Skills
Retirement Planning, Strategic Financial..., Insurance, Financial Analysis, IRAs, Series 7, Investment Advisory, Mutual Funds, Financial Advisory, 401k, Investments, Loans, Fixed Annuities, Portfolio Management, Wealth Management, Securities, Asset Management, Wealth
Education
Chattanooga State Community College 1986 — 1989
Associate's degree, Radiologic Technology/Science - Radiographer
University of Findlay 1979 — 1983
English Literature
Joe Lakofka's Fifth Third Securities Experience May 1999 - December 2009
Job Financial Advisor at Ross Sinclaire & Associates
Industry Financial Services
Experience
Ross Sinclaire & Associates February 2012 - Present
Sterne Agee January 2010 - February 2012
Fifth Third Securities May 1999 - December 2009
Skills
Bonds, Credit Analysis, Series 7, Series 63, Investment Banking, Public Finance, Financial Advisory, Private Placements, Derivatives, Series 24, Series 53, Fixed Income, Finance, Portfolio Management, FINRA, Financial Analysis, Strategic Planning
Education
University of Kentucky
Bachelor of Finance
Xavier University
MBA
Ross Sinclaire & Associates February 2012 - Present
Sterne Agee January 2010 - February 2012
Fifth Third Securities May 1999 - December 2009
Skills
Bonds, Credit Analysis, Series 7, Series 63, Investment Banking, Public Finance, Financial Advisory, Private Placements, Derivatives, Series 24, Series 53, Fixed Income, Finance, Portfolio Management, FINRA, Financial Analysis, Strategic Planning
Education
University of Kentucky
Bachelor of Finance
Xavier University
MBA
Rhonda Palazzo's Fifth Third Securities Experience July 2005 - April 2010
Job PALAZZO Realtors, llc.
Industry Real Estate
Experience
PALAZZO Realtors, llc. 2013 - Present
Stonewood Financial January 2012 - Present
Fifth Third Securities July 2005 - April 2010
NatCity Investments/ National City Bank March 2003 - July 2005
Allgeier investor Services, Inc. March 1995 - March 2003
Skills
Accounting, Financial Analysis, Financial Accounting, Financial Planning, Investments, 401 K Rollovers, Retirement Planning, Retirement Income..., Investment Advisory, Alternative Investments, Strategic Financial...
Education
University of Louisville
BSBA, Accounting
University of Louisville
BSBA, Accounting and Psychology, 3.5 of 4.0.
PALAZZO Realtors, llc. 2013 - Present
Stonewood Financial January 2012 - Present
Fifth Third Securities July 2005 - April 2010
NatCity Investments/ National City Bank March 2003 - July 2005
Allgeier investor Services, Inc. March 1995 - March 2003
Skills
Accounting, Financial Analysis, Financial Accounting, Financial Planning, Investments, 401 K Rollovers, Retirement Planning, Retirement Income..., Investment Advisory, Alternative Investments, Strategic Financial...
Education
University of Louisville
BSBA, Accounting
University of Louisville
BSBA, Accounting and Psychology, 3.5 of 4.0.
Steve Gibson, CFP®'s Fifth Third Securities Experience September 2009 - March 2013
Job Wealth Transfer Specialist at Plante Moran
Industry Insurance
Experience
Plante Moran June 2014 - Present
Plante Moran Financial Advisors March 2013 - Present
Fifth Third Securities September 2009 - March 2013
Citi March 2003 - August 2008
Ameriprise Financial Services, Inc. February 1998 - March 2003
Skills
Financial Analysis, Portfolio Management, Retirement Planning, Wealth Management, Insurance, Estate Planning, Business Planning, Life Insurance, Strategic Financial..., Mutual Funds
Education
University of Minnesota - Carlson School of Management 1995 — 1999
BSB, Finance, General
Plante Moran June 2014 - Present
Plante Moran Financial Advisors March 2013 - Present
Fifth Third Securities September 2009 - March 2013
Citi March 2003 - August 2008
Ameriprise Financial Services, Inc. February 1998 - March 2003
Skills
Financial Analysis, Portfolio Management, Retirement Planning, Wealth Management, Insurance, Estate Planning, Business Planning, Life Insurance, Strategic Financial..., Mutual Funds
Education
University of Minnesota - Carlson School of Management 1995 — 1999
BSB, Finance, General
Aaron Knoll's Fifth Third Securities Experience 2004 - 2006
Job President of Rockport Global Advisors
Industry Investment Management
Experience
Rockport Global Advisors July 2012 - Present
First Brokerage America August 2006 - July 2012
First Brokerage America September 2006 - December 2007
Fifth Third Securities 2004 - 2006
JPMorgan Chase 2004 - 2004
American Express Financial Advisors 2002 - 2004
Skills
Insurance, Investment Management, Alternative Investments, Sales, Program Building, Mutual Funds, Bonds, Investment Strategies, Series 7, Series 63, Fixed Annuities, Wealth Management, Banking, Strategic Financial..., Investments, Financial Advisory, Wealth, ETFs, Finance, FINRA, Life Insurance, Financial Markets, Retirement Planning, Investment Advisory, Series 6, Private Banking, Financial Planning
Education
Trinity Christian College 1999 — 2002
B.A., Business Administration
Rockport Global Advisors July 2012 - Present
First Brokerage America August 2006 - July 2012
First Brokerage America September 2006 - December 2007
Fifth Third Securities 2004 - 2006
JPMorgan Chase 2004 - 2004
American Express Financial Advisors 2002 - 2004
Skills
Insurance, Investment Management, Alternative Investments, Sales, Program Building, Mutual Funds, Bonds, Investment Strategies, Series 7, Series 63, Fixed Annuities, Wealth Management, Banking, Strategic Financial..., Investments, Financial Advisory, Wealth, ETFs, Finance, FINRA, Life Insurance, Financial Markets, Retirement Planning, Investment Advisory, Series 6, Private Banking, Financial Planning
Education
Trinity Christian College 1999 — 2002
B.A., Business Administration
Sujata Patel's Fifth Third Securities Experience September 2002 - September 2003
Job Managing Partner at The Law Offices of Sujata J. Patel, P.L.
Industry Law Practice
Experience
The Law Offices of Sujata J. Patel, P.L. August 2011 - Present
Vrindavan Hospitality April 2010 - Present
Butler & Hosch, P.A. September 2011 - November 2014
Office of the Public Defender, 9th Judicial Circuit April 2009 - September 2009
United Nations Headquarters January 2007 - June 2007
Fifth Third Securities September 2002 - September 2003
Skills
Legal Writing, Civil Litigation, Family Law, Litigation, Legal Research, Legal Assistance, Courts, International Law, Immigration Law, Appeals, Mediation, Trial Practice, Trials, Bankruptcy, Westlaw, Commercial Litigation
Education
St. Thomas University School of Law 2004 — 2007
J.D., Law
University of Florida - Warrington College of Business Administration 1998 — 2002
International Economics, Business
The Law Offices of Sujata J. Patel, P.L. August 2011 - Present
Vrindavan Hospitality April 2010 - Present
Butler & Hosch, P.A. September 2011 - November 2014
Office of the Public Defender, 9th Judicial Circuit April 2009 - September 2009
United Nations Headquarters January 2007 - June 2007
Fifth Third Securities September 2002 - September 2003
Skills
Legal Writing, Civil Litigation, Family Law, Litigation, Legal Research, Legal Assistance, Courts, International Law, Immigration Law, Appeals, Mediation, Trial Practice, Trials, Bankruptcy, Westlaw, Commercial Litigation
Education
St. Thomas University School of Law 2004 — 2007
J.D., Law
University of Florida - Warrington College of Business Administration 1998 — 2002
International Economics, Business
Sherry Zimmer's Fifth Third Securities Experience October 1990 - Present
Job Vice President Financial Center Manager at Fifth Third Bank & Investment Representative
Industry Financial Services
Experience
Fifth Third Securities October 1990 - Present
Skills
Commercial Lending, Credit Analysis, Relationship Management, Financial Services, Commercial Banking, Underwriting
Education
University of Cincinnati College of Business 1972 — 1977
Bachelor's degree, Business Administration and Management, General// Insurance & Life, Securities 6 & 63
Fifth Third Securities October 1990 - Present
Skills
Commercial Lending, Credit Analysis, Relationship Management, Financial Services, Commercial Banking, Underwriting
Education
University of Cincinnati College of Business 1972 — 1977
Bachelor's degree, Business Administration and Management, General// Insurance & Life, Securities 6 & 63
Magama Sibanda's Fifth Third Securities Experience August 2001 - June 2012
Job Job Seeker
Industry Banking
Experience
BNY Mellon December 2013 - February 2014
Kforce January 2013 - March 2013
Fifth Third Securities August 2001 - June 2012
Cincinnati Children's Hospital Medical Center July 1996 - July 2000
Skills
Data Entry, Document Management, Document Imaging, 10 Key, Direct Mail, Mail Server, Mail Sorting, Customer Service, Auditing, Post Closing, Final Documents, Title Insurance, Title Opinions, Residential Mortgages, Recorded Mortgage, Medical Records, Microsoft Word, Microsoft Excel
Education
Rock Valley College 1992 — 1994
Not obtained, General Studies, Biology, Business
BNY Mellon December 2013 - February 2014
Kforce January 2013 - March 2013
Fifth Third Securities August 2001 - June 2012
Cincinnati Children's Hospital Medical Center July 1996 - July 2000
Skills
Data Entry, Document Management, Document Imaging, 10 Key, Direct Mail, Mail Server, Mail Sorting, Customer Service, Auditing, Post Closing, Final Documents, Title Insurance, Title Opinions, Residential Mortgages, Recorded Mortgage, Medical Records, Microsoft Word, Microsoft Excel
Education
Rock Valley College 1992 — 1994
Not obtained, General Studies, Biology, Business
Christopher Crull's Fifth Third Securities Experience June 2008 - Present
Job Licensed Investment Support Specialist at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities June 2008 - Present
Fifth Third Securities October 2006 - June 2008
Fifth Third Bank April 2004 - October 2006
Skills
Series 63, Series 7
Education
Western Illinois University 2001 — 2003
Bachelor of Business, Finance
Southeastern Community College 1998 — 2001
Associate of Arts (AA), Business
Fifth Third Securities June 2008 - Present
Fifth Third Securities October 2006 - June 2008
Fifth Third Bank April 2004 - October 2006
Skills
Series 63, Series 7
Education
Western Illinois University 2001 — 2003
Bachelor of Business, Finance
Southeastern Community College 1998 — 2001
Associate of Arts (AA), Business
Charles Sauer, CFP®'s Fifth Third Securities Experience January 2012 - April 2013
Job Vice President, Regional Sales Director at Capital Wealth Planning Investment Advisors, LLC
Industry Information Technology and Services
Experience
Capital Wealth Planning Investment Advisors, LLC June 2015 - Present
CB Capital Investment Group July 2013 - June 2015
Fifth Third Securities January 2012 - April 2013
Gartner May 2011 - January 2012
Morgan Stanley Smith Barney March 2008 - May 2011
AXA Advisors 2006 - 2008
Skills
Strategic Financial..., Estate Planning, Life Insurance, Retirement Planning, Retirement Plan..., Portfolio Management, Investment Advisory, Alternative Investments, Solution Selling, Financial Planning, Account Management, Salesforce.com, Direct Sales, Retirement, Sales Process, Finance
Education
Purdue University
Trinity High School
Capital Wealth Planning Investment Advisors, LLC June 2015 - Present
CB Capital Investment Group July 2013 - June 2015
Fifth Third Securities January 2012 - April 2013
Gartner May 2011 - January 2012
Morgan Stanley Smith Barney March 2008 - May 2011
AXA Advisors 2006 - 2008
Skills
Strategic Financial..., Estate Planning, Life Insurance, Retirement Planning, Retirement Plan..., Portfolio Management, Investment Advisory, Alternative Investments, Solution Selling, Financial Planning, Account Management, Salesforce.com, Direct Sales, Retirement, Sales Process, Finance
Education
Purdue University
Trinity High School
Janet Denman's Fifth Third Securities Experience July 1996 - February 1998
Job Fashion Designer Representative
Industry Apparel & Fashion
Experience
Independend Fashion Consultant April 2011 - Present
Fifth Third Securities July 1996 - February 1998
Education
University of Cincinnati College of Business 1981 — 1985
BBA, Finance
Independend Fashion Consultant April 2011 - Present
Fifth Third Securities July 1996 - February 1998
Education
University of Cincinnati College of Business 1981 — 1985
BBA, Finance
Greg Schroeck's Fifth Third Securities Experience Chief Commercial Credit Risk OfficerFifth Third BankChief Commercial Credit Risk OfficerFifth Third Bank$
Job Chief Commercial Credit Risk Officer at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Securities Chief Commercial Credit Risk OfficerFifth Third BankChief Commercial Credit Risk OfficerFifth Third Bank$
Skills
Loans, Portfolio Management, Credit, Commercial Lending, Risk Management, Commercial Banking, Banking, Credit Analysis, Financial Analysis, Financial Risk, Commercial Real Estate
Education
University of Cincinnati College of Business 1981 — 1986
Bachelor's Degree, Finance and Marketing
LaSalle High School 1977 — 1981
High School
Fifth Third Securities Chief Commercial Credit Risk OfficerFifth Third BankChief Commercial Credit Risk OfficerFifth Third Bank$
Skills
Loans, Portfolio Management, Credit, Commercial Lending, Risk Management, Commercial Banking, Banking, Credit Analysis, Financial Analysis, Financial Risk, Commercial Real Estate
Education
University of Cincinnati College of Business 1981 — 1986
Bachelor's Degree, Finance and Marketing
LaSalle High School 1977 — 1981
High School
Paul Drucker's Fifth Third Securities Experience June 2009 - February 2011
Job Commercial Associate
Industry Financial Services
Experience
Fifth Third Bank July 2012 - Present
Fifth Third Bank February 2011 - July 2012
Fifth Third Securities June 2009 - February 2011
Skills
Commercial Credit, Underwriting, Risk Analysis, Financial Spreading, Financial Modeling, Probability of Default..., CRM, Banking, Sales, Investment Strategies, Finance, Customer Service, Presentation Skills
Education
University of Northern Iowa 2005 — 2009
Bachelor of Business, Business Management and Administration
Fifth Third Bank July 2012 - Present
Fifth Third Bank February 2011 - July 2012
Fifth Third Securities June 2009 - February 2011
Skills
Commercial Credit, Underwriting, Risk Analysis, Financial Spreading, Financial Modeling, Probability of Default..., CRM, Banking, Sales, Investment Strategies, Finance, Customer Service, Presentation Skills
Education
University of Northern Iowa 2005 — 2009
Bachelor of Business, Business Management and Administration
Fields Jerry's Fifth Third Securities Experience February 2001 - April 2014
Job Institutional Security Sales
Industry Financial Services
Experience
Unemployed March 2014 - Present
Fifth Third Securities February 2001 - April 2014
Skills
Investments, Series 7, Portfolio Management, Banking, Mutual Funds, Series 63, Securities, Equities, Fixed Income, Asset Management, Financial Modeling, Finance, Financial Services, Capital Markets, Investment Banking, Bloomberg, Investment Strategies, Corporate Finance, Alternative Investments, Bonds, Cash Management, Trading, Investment Management, Relationship Management, Strategic Financial...
Education
Purdue University - Krannert School of Management
Bachelor of Arts (B.A.), Accounting and Finance
Unemployed March 2014 - Present
Fifth Third Securities February 2001 - April 2014
Skills
Investments, Series 7, Portfolio Management, Banking, Mutual Funds, Series 63, Securities, Equities, Fixed Income, Asset Management, Financial Modeling, Finance, Financial Services, Capital Markets, Investment Banking, Bloomberg, Investment Strategies, Corporate Finance, Alternative Investments, Bonds, Cash Management, Trading, Investment Management, Relationship Management, Strategic Financial...
Education
Purdue University - Krannert School of Management
Bachelor of Arts (B.A.), Accounting and Finance
Adela Huie's Fifth Third Securities Experience April 2011 - Present
Job Business Relationship Specialist at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Bank June 2013 - Present
Fifth Third Securities April 2011 - Present
State Farm Insurance January 2010 - April 2011
Skills
Banking, Loans, Credit, Consumer Lending, Small Business Lending, Retail Banking, Life Insurance, Cross Selling, Relationship Management, Refinance, Loan Origination, Cash Management, Lines Of Credit, Financial Advisory, Credit Analysis, Retirement Planning, Series 63
Education
University of New Orleans 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fifth Third Bank June 2013 - Present
Fifth Third Securities April 2011 - Present
State Farm Insurance January 2010 - April 2011
Skills
Banking, Loans, Credit, Consumer Lending, Small Business Lending, Retail Banking, Life Insurance, Cross Selling, Relationship Management, Refinance, Loan Origination, Cash Management, Lines Of Credit, Financial Advisory, Credit Analysis, Retirement Planning, Series 63
Education
University of New Orleans 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Cynthia Laurita's Fifth Third Securities Experience February 2003 - May 2008
Job Financial Center Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank May 2008 - Present
Fifth Third Securities February 2003 - May 2008
Fifth Third Bank October 2001 - May 2008
Skills
Financial Services, Management, Coaching Staff, Customer-focused Service, Banking, Finance
Education
Southwestern Michigan College
Associate of Science (A.S.), Business Administration and Management, General
Fifth Third Bank May 2008 - Present
Fifth Third Securities February 2003 - May 2008
Fifth Third Bank October 2001 - May 2008
Skills
Financial Services, Management, Coaching Staff, Customer-focused Service, Banking, Finance
Education
Southwestern Michigan College
Associate of Science (A.S.), Business Administration and Management, General
Sheryar Lakhani's Fifth Third Securities Experience June 2011 - May 2015
Job Analyst at Intercontinental Exchange
Industry Financial Services
Experience
Intercontinental Exchange June 2015 - Present
Fifth Third Securities June 2011 - May 2015
The Walt Disney Company January 2011 - June 2011
Perpetual Limited May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Investment Banking, Bloomberg, Fixed Income, Equities, Capital Markets, Portfolio Management, Alternative Investments, Valuation, Series 63, Corporate Finance, Securities, Asset Management, Asset Allocation, Derivatives, Banking, Series 7, SNL, Urdu, Hindi, ThomsonOne, Microsoft Excel, Microsoft Office
Education
University of Florida 2006 — 2010
Bachelor of Science (BS), Economics
University of Florida 2006 — 2010
Master of Arts (MA), International Business
Intercontinental Exchange June 2015 - Present
Fifth Third Securities June 2011 - May 2015
The Walt Disney Company January 2011 - June 2011
Perpetual Limited May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Investment Banking, Bloomberg, Fixed Income, Equities, Capital Markets, Portfolio Management, Alternative Investments, Valuation, Series 63, Corporate Finance, Securities, Asset Management, Asset Allocation, Derivatives, Banking, Series 7, SNL, Urdu, Hindi, ThomsonOne, Microsoft Excel, Microsoft Office
Education
University of Florida 2006 — 2010
Bachelor of Science (BS), Economics
University of Florida 2006 — 2010
Master of Arts (MA), International Business
Andrew Cannon's Fifth Third Securities Experience May 2001 - February 2007
Job Sales Team Manager
Industry Insurance
Experience
Pake Insurance Agency- Allstate September 2014 - Present
Nike November 2009 - August 2014
Cannon Financial Services January 2007 - November 2009
Fifth Third Securities May 2001 - February 2007
Citizens Bank January 2000 - May 2001
Skills
Wealth Management, Relationship Management, Finance, Financial Analysis, Portfolio Management, Coaching, Sales, Customer Service, Investments
Education
University of Michigan 1988 — 1995
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of Michigan-Flint 1988 — 1995
Bachelor of Business Administration (BBA), Accounting and Finance
Mott Community College 1985 — 1988
Associate of Arts and Sciences (AAS), Accounting and Science
Pake Insurance Agency- Allstate September 2014 - Present
Nike November 2009 - August 2014
Cannon Financial Services January 2007 - November 2009
Fifth Third Securities May 2001 - February 2007
Citizens Bank January 2000 - May 2001
Skills
Wealth Management, Relationship Management, Finance, Financial Analysis, Portfolio Management, Coaching, Sales, Customer Service, Investments
Education
University of Michigan 1988 — 1995
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of Michigan-Flint 1988 — 1995
Bachelor of Business Administration (BBA), Accounting and Finance
Mott Community College 1985 — 1988
Associate of Arts and Sciences (AAS), Accounting and Science
Jared Perez's Fifth Third Securities Experience March 2006 - January 2012
Job Private Banker at The State Bank and Trust Company
Industry Banking
Experience
The State Bank and Trust Company 2012 - Present
Fifth Third Securities March 2006 - January 2012
Fifth Third Bank October 2006 - January 2008
Skills
Investments, Loans, Credit, Banking, Commercial Lending, Portfolio Management, Mortgage Lending, Commercial Banking, Consumer Lending, Small Business Lending, Credit Analysis, Retail Banking
Education
The Ohio State University 2001 — 2005
Bachelor of Arts (B.A.), Political Science and Government
The State Bank and Trust Company 2012 - Present
Fifth Third Securities March 2006 - January 2012
Fifth Third Bank October 2006 - January 2008
Skills
Investments, Loans, Credit, Banking, Commercial Lending, Portfolio Management, Mortgage Lending, Commercial Banking, Consumer Lending, Small Business Lending, Credit Analysis, Retail Banking
Education
The Ohio State University 2001 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Eric Hesse's Fifth Third Securities Experience August 2009 - March 2012
Job
Industry Financial Services
Experience
US Bancorp Investments Inc March 2012 - Present
Fifth Third Securities August 2009 - March 2012
Skills
Retirement Planning, Wealth Management
Education
Trinity International University
Bachelor's Degree, Business Administration and Management, General
US Bancorp Investments Inc March 2012 - Present
Fifth Third Securities August 2009 - March 2012
Skills
Retirement Planning, Wealth Management
Education
Trinity International University
Bachelor's Degree, Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY