Financial Design Group
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21 Financial Design Group employees in database. Find out everything there's to know about Financial Design Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Financial Design Group Employees
Employee
Years
Job
Industry
Greg Mikesell Greg Mikesell's Financial Design Group Experience November 2000 - Present
Job Wealth Management Advisor at Financial Design Group
Industry Financial Services
Experience
Financial Design Group November 2000 - Present
Education
Miami University
Business/Finance/Marketing
Perrysburg High Scool
Financial Design Group November 2000 - Present
Education
Miami University
Business/Finance/Marketing
Perrysburg High Scool
Christine Gallatin Christine Gallatin's Financial Design Group Experience October 2012 - Present
Job Administrative Assistant/Para Planner at Financial Design Group
Industry Financial Services
Experience
Financial Design Group October 2012 - Present
SS&G December 2011 - May 2012
The University of Akron August 2009 - December 2011
Education
The University of Akron 2008 — 2012
Bachelors of Business Administration, Financial Services/Financial Planning; 2012
Financial Design Group October 2012 - Present
SS&G December 2011 - May 2012
The University of Akron August 2009 - December 2011
Education
The University of Akron 2008 — 2012
Bachelors of Business Administration, Financial Services/Financial Planning; 2012
Darren Fletcher Darren Fletcher's Financial Design Group Experience November 2013 - August 2014
Job Investment Specialist
Industry Banking
Experience
Merrill Edge August 2014 - Present
Financial Design Group November 2013 - August 2014
Golf club at scottsdale May 2011 - September 2013
Desert Mountain Properties 2005 - 2009
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Investments, Microsoft Office
Education
University of Nevada-Reno 2000 — 2005
Finance, Accounting and Finance
Merrill Edge August 2014 - Present
Financial Design Group November 2013 - August 2014
Golf club at scottsdale May 2011 - September 2013
Desert Mountain Properties 2005 - 2009
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Investments, Microsoft Office
Education
University of Nevada-Reno 2000 — 2005
Finance, Accounting and Finance
Dan Kunos, ChFC® Dan Kunos, ChFC®'s Financial Design Group Experience February 2008 - Present
Job Financial Advisor at Financial Design Group
Industry Financial Services
Experience
Financial Design Group February 2008 - Present
Cpr 2009 - 2013
Thrivent Financial June 2001 - February 2008
Rittal Corporation June 1998 - June 2001
Skills
Financial Strategies, Retirement Strategies, ChFC, Wealth, Protection, Investment Advisory, Insurance, Charities, Estate Strategies, Wealth Management, Retirement Income..., Wealth Accumulation, Pensions, Inheritance Tax..., Investments, Income Protection, Saving for Education, Financial Advice, 401k, Savings, Charitable Giving, Long Term Care, Asset Allocation, Insurance Strategies, Long-term Care, Asset Management, Wealth Transfer, Trust Services, Investment Strategies, Annuities, IRA's, Wealth Preservation, Disability Insurance, Securities, Series 6, Mutual Funds, Term Life Insurance, Personal Finance, Small Business, Annuity, Business Succession..., Investment Products, Universal Life, Retirement Savings, Series 66, Series 7, College Funding...
Education
The American College 2007 — 2011
ChFC®
Wittenberg University 1995 — 1999
Bachelor of Arts
Financial Design Group February 2008 - Present
Cpr 2009 - 2013
Thrivent Financial June 2001 - February 2008
Rittal Corporation June 1998 - June 2001
Skills
Financial Strategies, Retirement Strategies, ChFC, Wealth, Protection, Investment Advisory, Insurance, Charities, Estate Strategies, Wealth Management, Retirement Income..., Wealth Accumulation, Pensions, Inheritance Tax..., Investments, Income Protection, Saving for Education, Financial Advice, 401k, Savings, Charitable Giving, Long Term Care, Asset Allocation, Insurance Strategies, Long-term Care, Asset Management, Wealth Transfer, Trust Services, Investment Strategies, Annuities, IRA's, Wealth Preservation, Disability Insurance, Securities, Series 6, Mutual Funds, Term Life Insurance, Personal Finance, Small Business, Annuity, Business Succession..., Investment Products, Universal Life, Retirement Savings, Series 66, Series 7, College Funding...
Education
The American College 2007 — 2011
ChFC®
Wittenberg University 1995 — 1999
Bachelor of Arts
Jennifer Kuns Jennifer Kuns's Financial Design Group Experience September 2015 - Present
Job Development & Marketing Director
Industry Hospitality
Experience
Financial Design Group September 2015 - Present
Sylvania Country Club October 2007 - August 2015
Fallen Timbers Fairways February 2001 - October 2007
Toledo Regional Chamber of Commerce August 2000 - February 2001
Myrtle Beach Area Chamber of Commerce October 1998 - August 2000
Skills
Marketing, Hospitality, Hospitality Management, Food & Beverage, Public Relations, Catering, Social Media, Sales, Customer Service, Leadership, PowerPoint, Microsoft Office, Public Speaking, Management, Microsoft Excel, Team Leadership, Meeting Planning, InDesign, Microsoft Word, Event Management, Event Planning, Email Marketing
Education
The Ohio State University 1992 — 1996
Bachelor of Arts (B.A.)
Anthony Wayne High School
Financial Design Group September 2015 - Present
Sylvania Country Club October 2007 - August 2015
Fallen Timbers Fairways February 2001 - October 2007
Toledo Regional Chamber of Commerce August 2000 - February 2001
Myrtle Beach Area Chamber of Commerce October 1998 - August 2000
Skills
Marketing, Hospitality, Hospitality Management, Food & Beverage, Public Relations, Catering, Social Media, Sales, Customer Service, Leadership, PowerPoint, Microsoft Office, Public Speaking, Management, Microsoft Excel, Team Leadership, Meeting Planning, InDesign, Microsoft Word, Event Management, Event Planning, Email Marketing
Education
The Ohio State University 1992 — 1996
Bachelor of Arts (B.A.)
Anthony Wayne High School
Jason Strasser Jason Strasser's Financial Design Group Experience January 2012 - Present
Job Managing Director at Financial Design Group
Industry Financial Services
Experience
Financial Design Group January 2012 - Present
Ernst & Young October 2011 - November 2011
Ernst & Young 2003 - October 2011
Education
University of Notre Dame - Mendoza College of Business 2001 — 2003
Master's, Accounting
Bowling Green State University 1996 — 2001
Bachelor of Science (BS), Finance, General
Financial Design Group January 2012 - Present
Ernst & Young October 2011 - November 2011
Ernst & Young 2003 - October 2011
Education
University of Notre Dame - Mendoza College of Business 2001 — 2003
Master's, Accounting
Bowling Green State University 1996 — 2001
Bachelor of Science (BS), Finance, General
Angela M. Perales (Nash) Angela M. Perales (Nash)'s Financial Design Group Experience August 2010 - Present
Job Administrative Asst. / Receptionist
Industry Investment Management
Experience
Financial Design Group August 2010 - Present
S.G. Donahue & Company June 1994 - August 1997
Michael Realty Company November 1988 - June 1994
Skills
Compliance, Laserfiche, Client Services, Administration
Education
Hondros College of Business
University of Toledo
Financial Design Group August 2010 - Present
S.G. Donahue & Company June 1994 - August 1997
Michael Realty Company November 1988 - June 1994
Skills
Compliance, Laserfiche, Client Services, Administration
Education
Hondros College of Business
University of Toledo
Steve Superits's Financial Design Group Experience April 2011 - Present
Job Financial Advisor at Financial Design Group
Industry Financial Services
Experience
Financial Design Group April 2011 - Present
SNS Investment Management LLC August 2009 - April 2011
Dana Holding Corporation December 2006 - August 2009
Dana Corporation April 1999 - November 2006
Dana Corporation November 1997 - April 1999
Dana Corporation November 1993 - November 1997
Dana Corporation February 1988 - December 1993
PricewaterhouseCoopers September 1977 - February 1988
Education
Michigan State University
B.A, Accounting
The Wharton School, University of Pennsylvania
Money Management and Pension Finance
University of Michigan
Corporate Financial Management
University of Michigan
Executive/Management Development
Financial Design Group April 2011 - Present
SNS Investment Management LLC August 2009 - April 2011
Dana Holding Corporation December 2006 - August 2009
Dana Corporation April 1999 - November 2006
Dana Corporation November 1997 - April 1999
Dana Corporation November 1993 - November 1997
Dana Corporation February 1988 - December 1993
PricewaterhouseCoopers September 1977 - February 1988
Education
Michigan State University
B.A, Accounting
The Wharton School, University of Pennsylvania
Money Management and Pension Finance
University of Michigan
Corporate Financial Management
University of Michigan
Executive/Management Development
JOSEPH RINALDO JOSEPH RINALDO's Financial Design Group Experience 1987 - Present
Job CLTC
Industry Financial Services
Experience
Financial Design Group 1987 - Present
Skills
ISAs, NASD, Long-term Care, Insurance, Wealth, Securities, Retirement Planning, Individual Pension Plans, Closed-end Funds, Qualified Retirement..., Retirement, Modern Portfolio Theory
Education
Arizona State University 1968 — 1970
Bachelor, of Science
Rio Salado College 1980 — 1982
Business Management Diploma, Business Administration, Management and Operations
Financial Design Group 1987 - Present
Skills
ISAs, NASD, Long-term Care, Insurance, Wealth, Securities, Retirement Planning, Individual Pension Plans, Closed-end Funds, Qualified Retirement..., Retirement, Modern Portfolio Theory
Education
Arizona State University 1968 — 1970
Bachelor, of Science
Rio Salado College 1980 — 1982
Business Management Diploma, Business Administration, Management and Operations
Deb Kervin's Financial Design Group Experience April 2009 - Present
Job Executive Assistant/Investment New Business Coordinator at Financial Design Group
Industry Financial Services
Experience
Financial Design Group April 2009 - Present
Toledo Financial Group September 2000 - April 2009
Skills
Payroll, Accounts Payable, Securities, Notary Public, Life & Health Insurance..., Business Correspondence, Management, Contract Management, Process Improvement, Leadership, Customer Service, Process Scheduler, Finance, Time Management, Sales, Purchasing, Insurance, Microsoft Office, Microsoft Excel, Administration, Outlook
Education
Bryant College 1977 — 1979
AS, Secretarial Sciences
Financial Design Group April 2009 - Present
Toledo Financial Group September 2000 - April 2009
Skills
Payroll, Accounts Payable, Securities, Notary Public, Life & Health Insurance..., Business Correspondence, Management, Contract Management, Process Improvement, Leadership, Customer Service, Process Scheduler, Finance, Time Management, Sales, Purchasing, Insurance, Microsoft Office, Microsoft Excel, Administration, Outlook
Education
Bryant College 1977 — 1979
AS, Secretarial Sciences
Nathan G Nathan G's Financial Design Group Experience January 2013 - May 2013
Job Margin Desk
Industry Financial Services
Experience
Vanguard May 2015 - Present
Vanguard October 2013 - May 2015
Vanguard May 2013 - October 2013
Financial Design Group January 2013 - May 2013
Self Employed December 2009 - December 2012
Skills
Finance, Portfolio Management, Investments, Strategic Financial..., FINRA, Series 63, Series 7, Mutual Funds, Bloomberg, Equities, Team Building, Financial Services, Securities, Leadership
Education
Southern Illinois University, Carbondale 2005 — 2008
Bachelor of Science (BS), Finance, Investments
Danville Area Community College 2003 — 2005
Vanguard May 2015 - Present
Vanguard October 2013 - May 2015
Vanguard May 2013 - October 2013
Financial Design Group January 2013 - May 2013
Self Employed December 2009 - December 2012
Skills
Finance, Portfolio Management, Investments, Strategic Financial..., FINRA, Series 63, Series 7, Mutual Funds, Bloomberg, Equities, Team Building, Financial Services, Securities, Leadership
Education
Southern Illinois University, Carbondale 2005 — 2008
Bachelor of Science (BS), Finance, Investments
Danville Area Community College 2003 — 2005
Russ Plieseis Russ Plieseis's Financial Design Group Experience June 2002 - Present
Job Financial Advisor at Financial Design Group
Industry Financial Services
Experience
Financial Design Group June 2002 - Present
Education
Colorado State University
Financial Design Group June 2002 - Present
Education
Colorado State University
LeAnn Frappier LeAnn Frappier's Financial Design Group Experience September 2011 - June 2012
Job Executive Assistant at Financial Design Group
Industry Financial Services
Experience
Arizona Party Pals May 2007 - July 2012
Financial Design Group September 2011 - June 2012
Bally Total Fitness November 2008 - May 2010
Arizona State University January 2007 - August 2009
Education
Arizona State University 2006 — 2010
Bachelors, Communication, 3.33
Arizona Party Pals May 2007 - July 2012
Financial Design Group September 2011 - June 2012
Bally Total Fitness November 2008 - May 2010
Arizona State University January 2007 - August 2009
Education
Arizona State University 2006 — 2010
Bachelors, Communication, 3.33
Jamey Hendricks Jamey Hendricks's Financial Design Group Experience April 2000 - June 2004
Job Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial, Inc. November 2014 - Present
Principal Financial Group May 2004 - September 2014
Financial Design Group April 2000 - June 2004
Levi Strauss & Co. April 1995 - April 2000
The Bon Marche September 1991 - April 1995
Skills
Strategic Financial..., Financial Services, Charitable Gift Planning, Estate Planning, Succession Planning, Investments, Public Speaking, Financial Planners, Strategic Planning, Employee Benefits
Education
University of Oregon - Charles H. Lundquist College of Business 1998 — 2000
Accounting and Finance
Lane Community College 1995 — 1998
Associates Degree, Business Administration and Management, General
Raymond James Financial, Inc. November 2014 - Present
Principal Financial Group May 2004 - September 2014
Financial Design Group April 2000 - June 2004
Levi Strauss & Co. April 1995 - April 2000
The Bon Marche September 1991 - April 1995
Skills
Strategic Financial..., Financial Services, Charitable Gift Planning, Estate Planning, Succession Planning, Investments, Public Speaking, Financial Planners, Strategic Planning, Employee Benefits
Education
University of Oregon - Charles H. Lundquist College of Business 1998 — 2000
Accounting and Finance
Lane Community College 1995 — 1998
Associates Degree, Business Administration and Management, General
Nick Purdue's Financial Design Group Experience June 2015 - Present
Job Advisor at Financial Design Group
Industry Financial Services
Experience
Financial Design Group June 2015 - Present
American Income Life Insurance Company August 2014 - January 2015
Lake Erie College August 2012 - August 2014
Education
Lake Erie College 2012 — 2014
Masters of Business Administration (M.B.A.), Management and Operations
Ohio University 2007 — 2012
Bachelor's degree, Education
Financial Design Group June 2015 - Present
American Income Life Insurance Company August 2014 - January 2015
Lake Erie College August 2012 - August 2014
Education
Lake Erie College 2012 — 2014
Masters of Business Administration (M.B.A.), Management and Operations
Ohio University 2007 — 2012
Bachelor's degree, Education
Brook Johnson's Financial Design Group Experience May 2011 - November 2011
Job Ambassador at Plexus Worldwide, Inc.
Industry Health, Wellness and Fitness
Experience
Plexus Worldwide, Inc. December 2013 - Present
Level 3 Communications June 2012 - May 2014
AT&T November 2011 - June 2012
Financial Design Group May 2011 - November 2011
Green Country Interactive February 2010 - May 2011
Skills
Business Development, Sales Management, Management, Team Leadership, Networking, Marketing Strategy, Key Account Management, Operations Management, Project Management, VoIP, Building Relationships, Resource Management, Customer Engagement, Goal Oriented, Committed to..., Return on Investment, Telecommunications, Managment, Experienced Trainer, Fitness Training, Work Ethic, Customer Service,..., Coaching,..., Small Business,..., Social Media, Team Building, Customer Service, Leadership, Strategic Planning, Sales, Public Speaking, Account Management, CRM, Marketing, Direct Sales, New Business Development, Contract Negotiation, Social Media Marketing, Public Relations
Education
Amarillo College
Fort Lewis College
Heritage Hall - Oklahoma City, OK
Purnell School - Pottersville, NJ
Plexus Worldwide, Inc. December 2013 - Present
Level 3 Communications June 2012 - May 2014
AT&T November 2011 - June 2012
Financial Design Group May 2011 - November 2011
Green Country Interactive February 2010 - May 2011
Skills
Business Development, Sales Management, Management, Team Leadership, Networking, Marketing Strategy, Key Account Management, Operations Management, Project Management, VoIP, Building Relationships, Resource Management, Customer Engagement, Goal Oriented, Committed to..., Return on Investment, Telecommunications, Managment, Experienced Trainer, Fitness Training, Work Ethic, Customer Service,..., Coaching,..., Small Business,..., Social Media, Team Building, Customer Service, Leadership, Strategic Planning, Sales, Public Speaking, Account Management, CRM, Marketing, Direct Sales, New Business Development, Contract Negotiation, Social Media Marketing, Public Relations
Education
Amarillo College
Fort Lewis College
Heritage Hall - Oklahoma City, OK
Purnell School - Pottersville, NJ
Dave Schiller's Financial Design Group Experience September 2012 - September 2013
Job Managing Partner at Aegis Wealth Partners, LLC
Industry Financial Services
Experience
Aegis Wealth Partners, LLC July 2014 - Present
Vora Financial, PLLC September 2013 - August 2014
Financial Design Group September 2012 - September 2013
Multi-Funds, Inc. July 2011 - September 2012
Windstone Capital Partners April 2010 - July 2011
Triton Pacific Capital Partners September 2008 - April 2009
Skills
Financial Planning, Risk Management, Investments, Risk Assessment, Mergers & Acquisitions, Mutual Funds, Retirement, ETFs, Private Equity, Portfolio Management, Operations Management, Market Analysis, Alternative Investments
Education
Arizona State University 1992 — 1995
MA, Religious Studies
Arizona State University 1987 — 1991
B.S., Political Science
Aegis Wealth Partners, LLC July 2014 - Present
Vora Financial, PLLC September 2013 - August 2014
Financial Design Group September 2012 - September 2013
Multi-Funds, Inc. July 2011 - September 2012
Windstone Capital Partners April 2010 - July 2011
Triton Pacific Capital Partners September 2008 - April 2009
Skills
Financial Planning, Risk Management, Investments, Risk Assessment, Mergers & Acquisitions, Mutual Funds, Retirement, ETFs, Private Equity, Portfolio Management, Operations Management, Market Analysis, Alternative Investments
Education
Arizona State University 1992 — 1995
MA, Religious Studies
Arizona State University 1987 — 1991
B.S., Political Science
Chris Benson ChFC, CLTC's Financial Design Group Experience July 2011 - Present
Job Financial Advisor at Financial Design Group
Industry Financial Services
Experience
Financial Design Group July 2011 - Present
Professional Planning Associates September 2000 - July 2011
SunAmerica January 2000 - September 2000
Skills
Financial Advisory, Financial Services, Investments, Insurance, Retirement Planning, Estate Planning, Financial Planning, Securities, Finance, Employee Benefits
Education
The American College 2002 — 2008
ChFC, Chartered Financial Consultant
Northern Arizona University 1991 — 1998
Bachelors, Psychology, Business
Financial Design Group July 2011 - Present
Professional Planning Associates September 2000 - July 2011
SunAmerica January 2000 - September 2000
Skills
Financial Advisory, Financial Services, Investments, Insurance, Retirement Planning, Estate Planning, Financial Planning, Securities, Finance, Employee Benefits
Education
The American College 2002 — 2008
ChFC, Chartered Financial Consultant
Northern Arizona University 1991 — 1998
Bachelors, Psychology, Business
Ben M. Taylor's Financial Design Group Experience August 2013 - Present
Job Financial Advisor with The Financial Design Group
Industry Financial Services
Experience
Financial Design Group August 2013 - Present
Case Western Reserve University August 2002 - November 2012
Education
Case Western Reserve University 2005 — 2009
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Case Western Reserve University 1997 — 2001
Bachelor's degree, Accounting
Financial Design Group August 2013 - Present
Case Western Reserve University August 2002 - November 2012
Education
Case Western Reserve University 2005 — 2009
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Case Western Reserve University 1997 — 2001
Bachelor's degree, Accounting
Kevin Roessler's Financial Design Group Experience September 2012 - Present
Job Financial Representative at Financial Design Group
Industry Financial Services
Experience
Financial Design Group September 2012 - Present
Equity Trust Company June 2010 - August 2012
Skills
Highly self-motivated, Professional..., Developer of marketing..., Public Speaking, People-oriented, Enthusiastic..., Marketing, Investments, Email Marketing, Financial Services, Finance, IRAs, Marketing Strategy, Retirement Planning, Sales
Education
University of Toledo 2008 — 2010
Bachelor of Business Administration (BBA), Marketing and Sales
The Ohio State University 2001 — 2004
Engineering
Financial Design Group September 2012 - Present
Equity Trust Company June 2010 - August 2012
Skills
Highly self-motivated, Professional..., Developer of marketing..., Public Speaking, People-oriented, Enthusiastic..., Marketing, Investments, Email Marketing, Financial Services, Finance, IRAs, Marketing Strategy, Retirement Planning, Sales
Education
University of Toledo 2008 — 2010
Bachelor of Business Administration (BBA), Marketing and Sales
The Ohio State University 2001 — 2004
Engineering
Mary E. Bertke's Financial Design Group Experience December 1995 - Present
Job Office Manager/Executive Administrative Assistant at Financial Design Group
Industry Financial Services
Experience
Financial Design Group December 1995 - Present
Skills
Life Ins & Securities..., Office Management, Staff Supervision, Payroll & Payroll Taxes, Accounts Payable &..., Bank Book & Bank..., Personnel Record..., QuickBooks
Education
Lourdes College 1992 — 1994
Business and Accounting
Financial Design Group December 1995 - Present
Skills
Life Ins & Securities..., Office Management, Staff Supervision, Payroll & Payroll Taxes, Accounts Payable &..., Bank Book & Bank..., Personnel Record..., QuickBooks
Education
Lourdes College 1992 — 1994
Business and Accounting