First of Michigan
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14 First of Michigan employees in database. Find out everything there's to know about First of Michigan 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.
First of Michigan Employees
Smile Grand Haven / Little Smiles 2008 - Present
Darren Riopelle DDS 1999 - 2008
Dow Chemical Employees Credit Union 1996 - 2001
First of Michigan 1992 - 1995
Skills
Community Development, Leadership, Training, Strategic Planning, Management, Marketing, Public Speaking, Community Outreach, Social Media, Customer Service, Marketing Strategy, Social Media Marketing, Public Relations, Marketing Communications, Social Networking, Team Building, Event Planning, Event Management, Editing, Coaching, Nonprofits
Education
Albion College 1988 — 1992
BA, Economics & Management
Financial Freedom Planners May 2013 - Present
Garrett Planning Network June 2013 - Present
Cambridge Advisors July 2009 - June 2013
Thompson Davis April 2006 - September 2007
Middleburg Bank April 2003 - October 2005
Branch Cabell & Co, 1997 - 2002
First of Michigan 1994 - 1997
Stifel Nicolaus 1992 - 1993
UBS Wealth Management 1989 - 1992
Prudential Securities 1986 - 1989
Skills
Financial Advisory, Certified Financial..., Investments, Wealth Coach, Wealth Management, Wealth Accumulation..., Wealth Preservation..., Investment Strategies, Consultation, Strategic Financial..., Long-term Care, Retirement Planning, Retirement Savings, Investment Advisory..., Estate Planning, Succession Planning, Financial Markets, Economics, Investment Advisory, Wealth, Asset Managment, Business Planning, Mergers, Retirement, Strategy, Securities, Asset Management, Wealth Management..., Financial Planners, Asset Allocation, ETFs, Bonds, Series 63, Insurance, Mutual Funds, Executive Management, Investment Management, Series 7, Alternative Investments, IRAs, Financial Services, 401k, Fixed Annuities, Mergers & Acquisitions, Portfolio Management, Due Diligence, Finance, Options, Personal Finance, Life Insurance
Education
University of Pennsylvania - The Wharton School 1987 — 1990
Securities Industry Institute
College for Financial Planning 1982 — 1986
CFP, Financial Planning
Penn State University 1970 — 1974
BA with Honors, Economics
Schweitzer Capital Group, LLC, an independent firm, at RJFS, Inc., member FINRA/SIPC June 1996 - Present
Morgan Stanley Smith Barney 1995 - 1996
Michigan National Bank 1993 - 1995
First of America 1990 - 1993
First of Michigan 1986 - 1990
Manufacturers National Bank 1984 - 1986
Skills
Investments, Equities, Finance, Fixed Income, Management, Portfolio Management, Wealth Management, Asset Management, Financial Analysis, Customer Service, Banking, Sales, Team Building, Public Speaking
Education
Lake Superior State University 1979 — 1983
B.S.-Finance/Economics/Accounting
CFA Institute
CFA, Investment Finance
Hilliard Lyons November 1997 - Present
Saginaw USBC Bowling Association August 1990 - Present
First of Michigan January 1984 - November 1997
RBF Inc 1981 - 1983
Highland Appliance 1973 - 1981
Education
Michigan State University 1972 — 1976
BBA, Management/Marketing
Lansing Community College
Lansing Eastern High School
Queensland Marketing Communications / Qmarcom November 1995 - Present
Multi-Bank Securities, Inc. January 2012 - December 2012
J.A. Valenti Associates (JAVA) August 1991 - November 1995
First of Michigan October 1988 - May 1991
US Army November 1982 - November 1984
Skills
MBS, Corporates, US Treasuries, Commercial Paper, Portfolio Management, Investments, Institutional Investors, Banking, Series 7, Strategic Planning, Bonds, Series 63, Trading, Fixed Income, Financial Analysis, Advertising, Management, Sales, Institutional..., Marketing, Leadership, Marketing Communications, Team Building, Social Media
Education
Western Michigan University 1986 — 1988
Bachelors
Oakland Community College 1985 — 1986
Associates
Bloom Asset Management, Inc. October 2000 - Present
Charles Schwab March 1991 - October 2000
First of Michigan August 1990 - March 1991
William C. Roney & Company March 1987 - August 1990
Skills
Investment Management, Registered Investment..., Retirement Planning, Social Security, Portfolio Management, Monte Carlo Simulation, Investments, Series 7, Estate Planning, Financial Advisory, Series 63, Series 65, Radio Broadcasting, Alternative Investments, Mutual Funds, Finance, Securities, Investment Advisory, FINRA, Investment Strategies, Employee Training, Coaching
Education
College for Financial Planning 1998 — 1999
Accredited Asset Management Specialist
Wayne State University
Prescott Blair Group September 2013 - Present
StoneHouse Search Partners LLC May 2013 - September 2013
Prescott Blair Group April 2011 - June 2012
Keller Williams January 2010 - January 2011
Ratliff & Taylor : Executive Search November 2008 - November 2009
First of Michigan August 1997 - June 1999
The Kensington Group January 1992 - July 1996
Bear Stearns & Co. 1987 - 1992
Dean Witter 1984 - 1987
Smith Barney 1979 - 1984
Education
University of Denver
psychology
Lake Forest College
Berkshire School
High School, High School/Secondary Diplomas and Certificates
Saxe Middle School
Oxford Township Parks & Recreation December 1997 - Present
First of Michigan 1980 - 1989
Education
Oakland Community College
Associates, Gerontology
Optimal Capital April 2006 - Present
Morgan Stanley November 1994 - April 2006
First of Michigan 1984 - 1996
Skills
Ceritfied Investment..., Estate Planning..., Asset Allocation, Wealth Management, Series 7, Asset Managment, Retirement Planning, Alternative Investments, Securities, Portfolio Management, Mutual Funds, Investments, Investment Advisory, Hedge Funds, Equities, Investment Strategies, Series 63, Fixed Income, Retirement, Investment Management, Asset Management, Financial Advisory, Bonds, Wealth Management..., High Net Worth..., ETFs, Options, Private Equity, Estate Planning, FINRA, Trading, 401k, Financial Services, Series 65, Equity Research, Financial Markets, Capital Markets
Education
Alma College 1981 — 1984
BA, Economics
Greenwich High School
HS
JMP Financial, Inc 1990 - Present
Walsh College 1991 - 2013
Wayne State University 1991 - 2007
First of Michigan 1989 - 1990
Johnston Lemon 1986 - 1989
Rural Electricication Administration 1985 - 1986
Senator Dan Quayle 1983 - 1985
The Heritage Foundation 1982 - 1984
Skills
Corporate Finance, Mergers & Acquisitions, Strategic Planning, Business Strategy, Entrepreneurship, Financial Modeling, Start-ups, Business Planning, Coaching, Financial Analysis, Public Speaking, Due Diligence, Business Analysis, Mergers, Finance, Strategy, Leadership, Corporate Finance,...
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1982
Master of Business Administration (MBA), Finance, General
Kenyon College 1976 — 1980
Bachelor of Arts (B.A.), Economics and History
George Mason University
Economics
Consolidated Financial Management & Tax Service September 1994 - Present
Leonard & Company September 1994 - April 2004
First of Michigan June 1989 - September 1994
Drexel Burnham Lambert January 1988 - May 1989
Merrill Lynch January 1984 - January 1988
Education
Oakland University 2004 — 2006
CFP, Finance
Central Michigan University 1980 — 1983
MBA, Business
Ferris State University 1975 — 1979
B.S., Hospital Administration
Donegal Insurance Group April 2006 - Present
Stifel Nicolaus June 1996 - Present
Legg Mason June 1996 - December 2005
First of Michigan August 1991 - August 1993
Skills
Private Equity, Mergers, Corporate Development, Venture Capital, Investment Banking, Valuation, Corporate Finance, Due Diligence, Investments, Equities, M&A experience, Financial Modeling, Capital Raising, Private Placements
Education
The College of William and Mary - Marshall Wythe Law School 1993 — 1996
Doctor of Law (J.D.)
Western Michigan University - Haworth College of Business 1988 — 1991
BBA, Finance
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors 2010 - April 2014
First Clearing Correspondent Services 2008 - 2010
Ferris, Baker Watts, Inc. 1997 - 2008
E*TRADE Financial December 1995 - August 1997
First of Michigan June 1995 - November 1995
Rodman & Renshaw 1989 - 1994
Northern Trust Brokerage April 1987 - April 1989
Wayne Hummer & Co January 1984 - April 1986
Education
University of Illinois Springfield 1981 — 1982
M.A., Child Psychology
Cornell College 1977 — 1981
B.A., Psychology, Philosophy
McHenry Community High School 1973 — 1977
FirstMerit Bank November 2013 - Present
JP Morgan Chase July 2010 - November 2013
Citizens Republic Bancorp September 1989 - October 2009
A & W Restaurant 1987 - 1989
First of Michigan 1986 - 1988
Skills
Credit Risk, Credit, Loans, Commercial Banking, Portfolio Management, Banking, Strategic Financial..., Analysis, Sales, Financial Risk, Process Improvement, Small Business Lending, Commercial Lending, Management, Investments, Credit Analysis, Financial Planning
Education
University of Michigan-Flint 1977 — 1983
Bachelor's Degree, Business Administration