Freeman Heyne

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Freeman Heyne Employees

Employee
Years
Job
Industry
Vanessa A. Russell, PHR, SHRM-CP Vanessa A. Russell, PHR, SHRM-CP Indianapolis, Indiana Area Details
Vanessa A. Russell, PHR, SHRM-CP's Freeman Heyne Experience August 2011 - March 2013
Job Recruiting Manager at Ogletree Deakins
Industry Human Resources
Experience
Ogletree Deakins  September 2013 - Present
Ogletree Deakins  March 2013 - September 2013
Freeman Heyne   August 2011 - March 2013
Project GRAD Cincinnati   August 2010 - July 2011
Dayton History  May 2009 - August 2009

Skills
Event Planning, Recruiting, Human Resources, Marketing, Social Media, Strategic Communications, Press Releases, Management, Editing, Sales, Policy, Microsoft Office, Interviews, Research, PowerPoint, Interviewing, Microsoft Excel, Employee Handbooks, Fundraising, Microsoft Word, Onboarding, Sourcing, Cold Calling, Constant Contact, Notary Public, Microsoft Exchange, Teaching Adults, Ultimate Software

Education
Miami University   2006 — 2010
Bachelor of Arts, Strategic Communications, Minor in American English Literature & French

L'Université Stendhal   2008 — 2008
French Minor

Oakwood High School   2002 — 2006
College Preparatory

Brian Toma, CFP®, AIF® Brian Toma, CFP®, AIF® Cleveland/Akron, Ohio Area Details
Brian Toma, CFP®, AIF®'s Freeman Heyne Experience January 2009 - Present
Job at Freeman Heyne
Industry Financial Services
Experience
Freeman Heyne   January 2009 - Present
Freeman Heyne   January 2008 - Present
Freeman Heyne   December 2002 - Present
Saltz, Shamis, and Goldfarb (SS&G Financial Services)   2002 - 2006

Education
Baldwin-Wallace College   1999 — 2003
Bachelors, Business Management and Economics

John Carroll University
Certificate in Financial Planning, Financial Planning

Samantha Dick Samantha Dick Florence, Kentucky Details
Samantha Dick's Freeman Heyne Experience January 2013 - April 2014
Job Billing Specialist at FRCH Design Worldwide
Industry Financial Services
Experience
FRCH Design Worldwide  June 2014 - Present
Freeman Heyne   January 2013 - April 2014
LPK  January 2011 - January 2013
Forcht Bank  July 2010 - January 2011

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Accounting, Customer Service, Outlook, Budgets, Adobe Acrobat, General Ledger, Accounts Receivable, Project Management, Insurance, Organizational...

Education
Northern Kentucky University   2008 — 2012
Bachelor's, Finance

Michael Gheen, CPA/PFS, CRPS Michael Gheen, CPA/PFS, CRPS Cleveland/Akron, Ohio Area Details
Michael Gheen, CPA/PFS, CRPS's Freeman Heyne Experience May 2012 - September 2013
Job Practice Leader Wealth Management at Oswald Financial, Inc.
Industry Financial Services
Experience
Oswald Financial, Inc.   July 2015 - Present
Huntington National Bank  October 2013 - July 2015
Freeman Heyne   May 2012 - September 2013
Peoples Bank  August 2011 - May 2012
Heartland Financial USA, Inc.   March 2011 - July 2011
SS&G  August 1999 - February 2011
Ciuni & Panichi, Inc. / National Pension Services   June 1994 - August 1999

Skills
Sales Management, Contract Negotiations, 401k, Strategic Planning, Small Business, Budgeting, Business Planning, Client Service, Profit Sharing, Retirement Planning, Financial Planning, Compliance, Employee Benefits, Investments, Asset Allocation, Series 7, Annuities, Investment Advisory, Wealth Management, Mutual Funds, ERISA, Asset Management, Customer Relations, Plan Design, Portfolio Management, Investment Strategies, Strategic Financial..., Finance, Fixed Annuities, Financial Services, Budgets, Financial Advisory, Financial Planners, Retirement Plan...

Education
Ohio University
Bachelor's of Business Administration, Accounting

Ohio University
Bachelor of Business Administration (B.B.A.), Accounting

Michael Heyne Michael Heyne Cincinnati Area Details
Michael Heyne's Freeman Heyne Experience January 2004 - Present
Job Principal, Freeman Heyne – J.D. Entrepreneur – Financial Coach – Retirement Planner
Industry Financial Services
Experience
Freeman Heyne   January 2004 - Present
Domestic Casting   2003 - 2014
Kenton Iron Products   1983 - 2009
SS&G Investment Services   1997 - 2004
AFA Financial   1992 - 1998
Vestax Securities Corporation   1981 - 1992

Education
University of Michigan Law School
Juris Doctor (J.D.)

United States Military Academy at West Point
Bachelor's Degree

Daniel Tilmes, MBA Daniel Tilmes, MBA Cincinnati, Ohio Details
Daniel Tilmes, MBA's Freeman Heyne Experience June 2012 - August 2012
Job Marketing Professional | University of Cincinnati Alum | Ministry Enthusiast | Amateur Guitar Player
Industry Marketing and Advertising
Experience
Kroger  July 2015 - Present
Young Life  January 2011 - Present
Cleriti  November 2014 - July 2015
DMR/Interactive   August 2014 - November 2014
Scott Reising Jewelers   February 2014 - August 2014
QuoteGuardian.com, LLC   January 2013 - August 2013
Freeman Heyne   June 2012 - August 2012
Freeman Heyne   August 2009 - December 2011

Skills
Leadership, Marketing, Teamwork, Microsoft Office, Youth Ministry, Social Media Marketing, Communication, Organization, Management, Facebook, Public Speaking, Social Media, Social Networking, Spanish, Public Relations, Fundraising, Advertising, Digital Marketing, Customer Service, Microsoft Excel, PowerPoint, Time Management, Microsoft Word, Marketing Strategy, Event Planning, Inbound Marketing, Lead Generation

Education
University of Cincinnati   2014 — 2015
Master of Business Administration (M.B.A.), Innovation

University of Cincinnati   2010 — 2014
Bachelor of Business Administration (BBA), Marketing

Nick Brown, CFP® Nick Brown, CFP® Cincinnati Area Details
Nick Brown, CFP®'s Freeman Heyne Experience October 2005 - August 2011
Job Sr. Financial Advisor at Huntington National Bank
Industry Investment Management
Experience
Huntington National Bank  August 2011 - Present
Freeman Heyne   October 2005 - August 2011

Skills
Finance, Investments, Retirement Planning, Wealth Management, Series 7, Mutual Funds, Financial Planning

Education
University of Cincinnati   1999 — 2004
BS, Finance

Elder High School   1995 — 1999

Emily Wilde Emily Wilde Lexington, Kentucky Area Details
Emily Wilde's Freeman Heyne Experience September 2013 - April 2015
Job Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley  April 2015 - Present
Freeman Heyne   September 2013 - April 2015
Universal 1 Credit Union  May 2012 - August 2012
GE Capital  May 2011 - May 2012

Education
University of Dayton   2009 — 2013
Bachelor of Science, Business Administration; Marketing and Finance

Saint Vincent Saint Mary High School   2005 — 2009

Allyson Casey Allyson Casey Milford, Ohio Details
Allyson Casey's Freeman Heyne Experience Adminstrative AssistantOffice of Research for UndergraduatesAugust 2014 - Present
Job Student at Miami University
Industry Apparel & Fashion
Experience
Freeman Heyne   Adminstrative AssistantOffice of Research for UndergraduatesAugust 2014 - Present

Skills
Microsoft Office, PowerPoint, Customer Service, Public Speaking, Microsoft Word, Social Media, Microsoft Excel, Teamwork, Research, Leadership, Marketing

Education
Miami University   2015 — 2019
Marketing, Fashion/Apparel Design

Miami University   2013 — 2017
Marketing, Fashion Design, 3.51

Ryan Burgess Ryan Burgess Cincinnati, Ohio Details
Ryan Burgess's Freeman Heyne Experience November 2008 - December 2011
Job Business Analyst & IT Project Coordinator at United Performance Metals
Industry Aviation & Aerospace
Experience
Ohio Elite Soccer Academy  February 2014 - Present
United Performance Metals  February 2014 - Present
United Performance Metals  October 2013 - February 2014
Ohio University  January 2011 - May 2013
Freeman Heyne   November 2008 - December 2011

Skills
Microsoft Office, Social Media, Management, Sales, Customer Service, Marketing, Microsoft Excel, CRM, Marketing Strategy, Social Media Marketing, Email Marketing, Brand Development, QlikView, SDLC, Soccer, Visual Web Developer, ASP.NET, Basecamp, Sports Coaching, Project Planning, Strategic Planning, SharePoint, Training, Social Networking, Product Development, E-commerce, Sports Management, PowerPoint, Leadership, Microsoft Word, Time Management, Event Planning

Education
Ohio University   2009 — 2013
Bachelor's Degree, Management Information Systems & Economics

Ohio University   2009 — 2013
Minor, Business Administration

Milford Senior High School