FTJ FundChoice
Industry: Company
DescriptionFounded: 2001 Parent organization: NorthStar Financial Services Group, LLC Subsidiary: Ftj Fundchoice, Llc, Asset management Arm
FTJ FundChoice List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at FTJ FundChoice. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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FTJ FundChoice Employees
Employee
Years
Job
Industry
Dan Kullman, AIF, CFS Dan Kullman, AIF, CFS's FTJ FundChoice Experience March 2004 - March 2014
Job Regional Vice President at Toews Corporation
Industry Financial Services
Experience
Toews Corporation March 2014 - Present
FTJ FundChoice March 2004 - March 2014
FCA Corp - Commonwealth Asset Management, Inc. 2001 - 2004
Tindall Capital Management, LLC 1998 - 2001
Morgan Keegan 1996 - 1998
Sanders Morris & Mundy, Inc. 1992 - 1996
Education
University of Houston 1988 — 1992
BBA, Finance
University of Houston 1988 — 1992
BBA in Finance, Finance, General
Toews Corporation March 2014 - Present
FTJ FundChoice March 2004 - March 2014
FCA Corp - Commonwealth Asset Management, Inc. 2001 - 2004
Tindall Capital Management, LLC 1998 - 2001
Morgan Keegan 1996 - 1998
Sanders Morris & Mundy, Inc. 1992 - 1996
Education
University of Houston 1988 — 1992
BBA, Finance
University of Houston 1988 — 1992
BBA in Finance, Finance, General
Jennifer Nester Jennifer Nester's FTJ FundChoice Experience March 2005 - March 2008
Job Software Engineer at Avineon, Inc.
Industry Defense & Space
Experience
Avineon, Inc. October 2013 - Present
QinetiQ North America May 2010 - September 2013
L-3 Communications June 2008 - May 2010
FTJ FundChoice March 2005 - March 2008
Skills
SharePoint, Security Clearance, SharePoint Designer, C#, DoD, Visual Studio, Microsoft Office..., .NET, XML, Microsoft SQL Server, Software Development, ASP.NET, Visio, JavaScript, Technical Support, Software Documentation, SharePoint Server
Education
Guilford College 1995 — 1999
Bachelor of Science (BS), Psychology
New Bern High School 1991 — 1995
Avineon, Inc. October 2013 - Present
QinetiQ North America May 2010 - September 2013
L-3 Communications June 2008 - May 2010
FTJ FundChoice March 2005 - March 2008
Skills
SharePoint, Security Clearance, SharePoint Designer, C#, DoD, Visual Studio, Microsoft Office..., .NET, XML, Microsoft SQL Server, Software Development, ASP.NET, Visio, JavaScript, Technical Support, Software Documentation, SharePoint Server
Education
Guilford College 1995 — 1999
Bachelor of Science (BS), Psychology
New Bern High School 1991 — 1995
Eric Faris's FTJ FundChoice Experience June 2009 - Present
Job Programmer / Analyst at FTJ FundChoice
Industry Financial Services
Experience
FTJ FundChoice June 2009 - Present
Fidelity Investments June 2001 - May 2009
Cardinal Solutions 1999 - 2001
Skills
C#, Visual Studio, ASP.NET, ASP.NET MVC, SQL, Microsoft SQL Server, Razor, jQuery, Entity Framework, ASP.NET Web API, JavaScript, Autofac, Automapper, Spring.NET, AngularJS, Umbraco, Bootstrap, SignalR, iBatis, .NET, Windows Azure, Web Services, T-SQL, SSIS, IIS, Database Design, Agile Methodologies, XML, SQL Server, Stored Procedures, NUnit, SSRS, Databases, CSS, HTML, AJAX, Web Development, Object Oriented Design, Design Patterns, Subversion, Spring Framework, Software Development, Requirements Analysis
Education
Thomas More College 1995 — 1999
Bachelor, Computer Information Systems
Lloyd High School 1992 — 1995
FTJ FundChoice June 2009 - Present
Fidelity Investments June 2001 - May 2009
Cardinal Solutions 1999 - 2001
Skills
C#, Visual Studio, ASP.NET, ASP.NET MVC, SQL, Microsoft SQL Server, Razor, jQuery, Entity Framework, ASP.NET Web API, JavaScript, Autofac, Automapper, Spring.NET, AngularJS, Umbraco, Bootstrap, SignalR, iBatis, .NET, Windows Azure, Web Services, T-SQL, SSIS, IIS, Database Design, Agile Methodologies, XML, SQL Server, Stored Procedures, NUnit, SSRS, Databases, CSS, HTML, AJAX, Web Development, Object Oriented Design, Design Patterns, Subversion, Spring Framework, Software Development, Requirements Analysis
Education
Thomas More College 1995 — 1999
Bachelor, Computer Information Systems
Lloyd High School 1992 — 1995
James Joyce James Joyce's FTJ FundChoice Experience March 2004 - March 2005
Job Regional Vice President at Nationwide Financial
Industry Investment Management
Experience
Nationwide Financial March 2005 - Present
FTJ Fundchoice March 2004 - March 2005
The Wright Company April 2003 - March 2004
AIG November 1999 - June 2002
Pacific Life Insurance May 1994 - December 1999
Skills
Retirement Income..., Territory Analysis, Mutual Funds, Practice Management, Series 7, Series 65, Retirement, Variable Annuities, Series 63, Fixed Annuities, Financial Advisory, Portfolio Management, Financial Services, Sales Operations, Investments, Retirement Planning, 401k, Wealth Management, Asset Management, Asset Allocation
Education
University of California, Davis 1986 — 1991
BA, International Relations, World Trade
Westlake High School
Nationwide Financial March 2005 - Present
FTJ Fundchoice March 2004 - March 2005
The Wright Company April 2003 - March 2004
AIG November 1999 - June 2002
Pacific Life Insurance May 1994 - December 1999
Skills
Retirement Income..., Territory Analysis, Mutual Funds, Practice Management, Series 7, Series 65, Retirement, Variable Annuities, Series 63, Fixed Annuities, Financial Advisory, Portfolio Management, Financial Services, Sales Operations, Investments, Retirement Planning, 401k, Wealth Management, Asset Management, Asset Allocation
Education
University of California, Davis 1986 — 1991
BA, International Relations, World Trade
Westlake High School
Clint Rinehart, CFP®'s FTJ FundChoice Experience March 2015 - Present
Job Regional Sales Consultant at FTJ FundChoice
Industry Financial Services
Experience
FTJ FundChoice March 2015 - Present
Fidelity Investments November 2011 - February 2015
Fidelity Investments August 2006 - November 2011
Fidelity Investments October 2004 - August 2006
Regions Financial Corporation December 2002 - October 2004
Skills
Certified Financial..., Series 7, Series 63, Series 65, Life & Health Insurance..., Financial Planning, Financial Services, Investments, Wealth Management
Education
Xavier University 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
Thomas More College 1999 — 2002
Bachelor's Degree, Finance, General
Thomas More College 1999 — 2002
Associate's Degree, Economics
FTJ FundChoice March 2015 - Present
Fidelity Investments November 2011 - February 2015
Fidelity Investments August 2006 - November 2011
Fidelity Investments October 2004 - August 2006
Regions Financial Corporation December 2002 - October 2004
Skills
Certified Financial..., Series 7, Series 63, Series 65, Life & Health Insurance..., Financial Planning, Financial Services, Investments, Wealth Management
Education
Xavier University 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
Thomas More College 1999 — 2002
Bachelor's Degree, Finance, General
Thomas More College 1999 — 2002
Associate's Degree, Economics
Darci Gressick, SPHR's FTJ FundChoice Experience October 2012 - August 2013
Job Providing HR solutions to help organizations achieve their objectives.
Industry Human Resources
Experience
Campbell County Public Library February 2014 - July 2014
FTJ FundChoice October 2012 - August 2013
Campbell County Public Library April 2010 - October 2012
Car-Part.com March 2009 - March 2010
Cintas March 1999 - June 2001
Skills
Employee Relations, Performance Management, Benefits Administration, Personnel Management, Human Resources, Deferred Compensation, Recruiting, New Hire Orientations, FMLA, Payroll, Onboarding
Education
University of Kentucky
BBA, Management, Economics Minor
Campbell County Public Library February 2014 - July 2014
FTJ FundChoice October 2012 - August 2013
Campbell County Public Library April 2010 - October 2012
Car-Part.com March 2009 - March 2010
Cintas March 1999 - June 2001
Skills
Employee Relations, Performance Management, Benefits Administration, Personnel Management, Human Resources, Deferred Compensation, Recruiting, New Hire Orientations, FMLA, Payroll, Onboarding
Education
University of Kentucky
BBA, Management, Economics Minor
Patrick Ferrer Patrick Ferrer's FTJ FundChoice Experience March 2011 - Present
Job Southeast Sales VP at FTJ FundChoice
Industry Financial Services
Experience
FTJ FundChoice March 2011 - Present
Skills
Business Development, Sales, Mutual Funds, Series 7, Investments, Retirement Planning, Series 63, Wealth Management, Portfolio Management, Asset Allocation, Securities, Asset Management, Equities, Retirement, Strategic Financial..., Investment Advisory
Education
Rutgers, The State University of New Jersey-Newark 1977 — 1981
B.A>, Marketing
Rutgers, The State University of New Jersey-Newark
Bachelor's degree
FTJ FundChoice March 2011 - Present
Skills
Business Development, Sales, Mutual Funds, Series 7, Investments, Retirement Planning, Series 63, Wealth Management, Portfolio Management, Asset Allocation, Securities, Asset Management, Equities, Retirement, Strategic Financial..., Investment Advisory
Education
Rutgers, The State University of New Jersey-Newark 1977 — 1981
B.A>, Marketing
Rutgers, The State University of New Jersey-Newark
Bachelor's degree
Cynthia Williamson Cynthia Williamson's FTJ FundChoice Experience December 2003 - December 2007
Job SQL / BI / ASP.net developer at Willamson Consulting
Industry Computer Software
Experience
Willamson Consulting January 2008 - Present
FTJ FundChoice December 2003 - December 2007
Williamson Consulting October 1995 - December 2003
Skills
ASP.NET, Business Analysis, Business Intelligence, Microsoft SQL Server, SQL
Education
Clemson University 1983 — 1987
Bachelor of Science (BS), Mathematics
Willamson Consulting January 2008 - Present
FTJ FundChoice December 2003 - December 2007
Williamson Consulting October 1995 - December 2003
Skills
ASP.NET, Business Analysis, Business Intelligence, Microsoft SQL Server, SQL
Education
Clemson University 1983 — 1987
Bachelor of Science (BS), Mathematics
Shane Luttrell Shane Luttrell's FTJ FundChoice Experience September 2010 - Present
Job Regional Marketing Consultant at FTJ FundChoice
Industry Financial Services
Experience
FTJ FundChoice September 2010 - Present
Skills
Retirement Planning, Series 7, Series 66
Education
Penn State University 2008 — 2012
B.S. Organizational Leadership / Minor: Labor Studies and Employment Relations
FTJ FundChoice September 2010 - Present
Skills
Retirement Planning, Series 7, Series 66
Education
Penn State University 2008 — 2012
B.S. Organizational Leadership / Minor: Labor Studies and Employment Relations
Kurt Kleymeyer's FTJ FundChoice Experience January 2006 - Present
Job RVP at FTJ FundChoice
Industry Financial Services
Experience
FTJ FundChoice January 2006 - Present
Janney Montgomery Scott November 2002 - December 2005
Wachovia Financial Services October 1998 - November 2002
SunTrust Investment Services January 1997 - October 1998
Merrill Lynch July 1993 - December 1996
Education
University of Kentucky 1990 — 1993
Bachelor of Business Administration (BBA), Finance, General
University of Kentucky 1990 — 1993
BS in Finance, Finance, General
FTJ FundChoice January 2006 - Present
Janney Montgomery Scott November 2002 - December 2005
Wachovia Financial Services October 1998 - November 2002
SunTrust Investment Services January 1997 - October 1998
Merrill Lynch July 1993 - December 1996
Education
University of Kentucky 1990 — 1993
Bachelor of Business Administration (BBA), Finance, General
University of Kentucky 1990 — 1993
BS in Finance, Finance, General
Colleen Swanson, CPA's FTJ FundChoice Experience August 2007 - October 2010
Job InCharge Accountant, CPA. VonLehman & Company
Industry Accounting
Experience
VonLehman & Company Inc. September 2013 - Present
Locey, Cecil & Associates, Ltd. December 2010 - September 2013
FTJ FundChoice August 2007 - October 2010
Skills
Auditing, Financial Reporting, Financial Statements, Tax Credits, Accounting, Tax, Account Reconciliation, CPA, Financial Analysis, Internal Controls, Financial Accounting, QuickBooks, General Ledger
Education
Indiana Wesleyan University 2010 — 2012
MBA, Accounting, 3.93
Northern Kentucky University 2002 — 2006
BA, Finance
VonLehman & Company Inc. September 2013 - Present
Locey, Cecil & Associates, Ltd. December 2010 - September 2013
FTJ FundChoice August 2007 - October 2010
Skills
Auditing, Financial Reporting, Financial Statements, Tax Credits, Accounting, Tax, Account Reconciliation, CPA, Financial Analysis, Internal Controls, Financial Accounting, QuickBooks, General Ledger
Education
Indiana Wesleyan University 2010 — 2012
MBA, Accounting, 3.93
Northern Kentucky University 2002 — 2006
BA, Finance
Nathan Condon Nathan Condon's FTJ FundChoice Experience January 2013 - Present
Job Trading Analyst at FTJ FundChoice
Industry Financial Services
Experience
FTJ FundChoice January 2013 - Present
Robert Half International May 2012 - January 2013
Medical Diagnostic Laboratory, Inc. 2012 - 2012
JPMorgan November 2008 - December 2011
Citi November 2007 - November 2008
Skills
Recruiting, Financial Reporting, Transaction Processing, Direct Marketing, Collections, Data Entry, Financial Analysis, Sales, Project Coordination, Investment Advisory..., Management
Education
College of Mount St. Joseph 2003 — 2007
Business Administration, Marketing & Management
Archbishop McNicholas High School 2000 — 2003
High School Diploma, General Studies
FTJ FundChoice January 2013 - Present
Robert Half International May 2012 - January 2013
Medical Diagnostic Laboratory, Inc. 2012 - 2012
JPMorgan November 2008 - December 2011
Citi November 2007 - November 2008
Skills
Recruiting, Financial Reporting, Transaction Processing, Direct Marketing, Collections, Data Entry, Financial Analysis, Sales, Project Coordination, Investment Advisory..., Management
Education
College of Mount St. Joseph 2003 — 2007
Business Administration, Marketing & Management
Archbishop McNicholas High School 2000 — 2003
High School Diploma, General Studies
Kurt Caudill's FTJ FundChoice Experience July 2006 - December 2007
Job
Industry Information Technology and Services
Experience
LTI (Logic Technology, Inc.) March 2010 - Present
EMC January 2008 - December 2009
FTJ fundchoice July 2006 - December 2007
PowerNet Global January 2003 - June 2006
Skills
SAN, Storage Area Networks, Storage, NAS, NetApp, Brocade, Troubleshooting, EMC Storage, System Administration, Enterprise Storage, VMware, Active Directory, Clariion, Solaris, ITIL, Windows Server, SRDF, Windows, Linux, DNS, Group Policy, iSCSI, Process Improvement, Windows Server 2003, DHCP, Windows Server 2008, Networking, Red Hat Linux, Symmetrix, Backup Solutions, Technical Support, Telecommunications, Sun, Enterprise Architecture, Infrastructure, Computer Security, Storage Virtualization, IT Operations, IT Management, Security, TCP/IP, Fibre Channel, Shell Scripting, Storage Architecture, Team Leadership, Storage Management, Unix Shell Scripting, Leadership, Vendor Management, NFS
Education
ComputerTraining.com 2006 — 2006
Certification
Northern Kentucky University 1997 — 2002
BA
LTI (Logic Technology, Inc.) March 2010 - Present
EMC January 2008 - December 2009
FTJ fundchoice July 2006 - December 2007
PowerNet Global January 2003 - June 2006
Skills
SAN, Storage Area Networks, Storage, NAS, NetApp, Brocade, Troubleshooting, EMC Storage, System Administration, Enterprise Storage, VMware, Active Directory, Clariion, Solaris, ITIL, Windows Server, SRDF, Windows, Linux, DNS, Group Policy, iSCSI, Process Improvement, Windows Server 2003, DHCP, Windows Server 2008, Networking, Red Hat Linux, Symmetrix, Backup Solutions, Technical Support, Telecommunications, Sun, Enterprise Architecture, Infrastructure, Computer Security, Storage Virtualization, IT Operations, IT Management, Security, TCP/IP, Fibre Channel, Shell Scripting, Storage Architecture, Team Leadership, Storage Management, Unix Shell Scripting, Leadership, Vendor Management, NFS
Education
ComputerTraining.com 2006 — 2006
Certification
Northern Kentucky University 1997 — 2002
BA
Heather Augustine Heather Augustine's FTJ FundChoice Experience July 2012 - March 2015
Job Senior Compliance Consultant at Hardin Compliance Consulting LLC
Industry Financial Services
Experience
Hardin Compliance Consulting LLC June 2015 - Present
FTJ FundChoice July 2012 - March 2015
Capital Analysts, an affilate of Western and Southern Financial Group February 2008 - July 2012
NatCity Investments March 2003 - September 2006
Gratry and Company March 2000 - March 2003
Skills
FINRA, Series 63, Investments, Wealth Management, Financial Services, Asset Managment, Business Development, AML, Risk Management, OFAC, Financial Advisory, Equities, Policy, Due Diligence, Banking, Financial Risk, Series 24, Series 7
Education
University of Cincinnati 1990 — 1993
B.A., International Relations
Hardin Compliance Consulting LLC June 2015 - Present
FTJ FundChoice July 2012 - March 2015
Capital Analysts, an affilate of Western and Southern Financial Group February 2008 - July 2012
NatCity Investments March 2003 - September 2006
Gratry and Company March 2000 - March 2003
Skills
FINRA, Series 63, Investments, Wealth Management, Financial Services, Asset Managment, Business Development, AML, Risk Management, OFAC, Financial Advisory, Equities, Policy, Due Diligence, Banking, Financial Risk, Series 24, Series 7
Education
University of Cincinnati 1990 — 1993
B.A., International Relations
Joe Wethington's FTJ FundChoice Experience February 2008 - Present
Job Director of Trading and Internal Business Development
Industry Investment Management
Experience
FTJ FundChoice February 2008 - Present
Fifth Third Brokerage Services September 2006 - November 2007
Bank of Kentucky June 2006 - September 2006
Bank of Kentucky January 2006 - September 2006
Fidelity Investments January 2001 - June 2005
Skills
Vendor Management, Project Management, Management, Mutual Funds, Series 7, Asset Allocation, Investments, Retirement Planning, Strategic Financial..., Sales Management, Strategic Planning, Portfolio Management
Education
Eastern Kentucky University 1995 — 2000
BBA, Marketing
FTJ FundChoice February 2008 - Present
Fifth Third Brokerage Services September 2006 - November 2007
Bank of Kentucky June 2006 - September 2006
Bank of Kentucky January 2006 - September 2006
Fidelity Investments January 2001 - June 2005
Skills
Vendor Management, Project Management, Management, Mutual Funds, Series 7, Asset Allocation, Investments, Retirement Planning, Strategic Financial..., Sales Management, Strategic Planning, Portfolio Management
Education
Eastern Kentucky University 1995 — 2000
BBA, Marketing
Stephanie Lemma Stephanie Lemma's FTJ FundChoice Experience October 2004 - December 2010
Job Business Development Officer at Charles Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab Advisor Services December 2010 - Present
FTJ FundChoice October 2004 - December 2010
Western & Southern Financial Group January 2002 - October 2004
Skills
Mutual Funds, Financial Advisory, Investments, Financial Services, Asset Allocation, Series 63, Wealth Management, Securities, Custody services,..., Retirement Planning, Alternative Investments, Management
Education
University of Cincinnati 1997 — 2001
BAS, Economics and Finance
McNicholas High School 1993 — 1997
Cardinal Pacelli 1989 — 1993
Charles Schwab Advisor Services December 2010 - Present
FTJ FundChoice October 2004 - December 2010
Western & Southern Financial Group January 2002 - October 2004
Skills
Mutual Funds, Financial Advisory, Investments, Financial Services, Asset Allocation, Series 63, Wealth Management, Securities, Custody services,..., Retirement Planning, Alternative Investments, Management
Education
University of Cincinnati 1997 — 2001
BAS, Economics and Finance
McNicholas High School 1993 — 1997
Cardinal Pacelli 1989 — 1993
Ben Lauer's FTJ FundChoice Experience 2003 - 2006
Job Lead Infrastructure Engineer at The Christ Hospital Health Network
Industry Information Technology and Services
Experience
The Christ Hospital Health Network June 2015 - Present
Medpace Reference Laboratories July 2006 - June 2015
FTJ FundChoice 2003 - 2006
Toyota Motor Corporation 2002 - 2003
GE Capital 2002 - 2002
Diversified Ophthalmics, Inc., MidSouth Premier Ophthalmics, Inc., Firestone Optics, Inc. 2000 - 2001
Skills
Enterprise Storage, EMC Storage, SAN, Brocade Fibre Switches, Virtualization, Hyper-V, VMware, Microsoft Server..., Microsoft Certified..., Servers
Education
Northern Kentucky University 1997 — 2001
Bachelor of Science (BS), Information Systems
Highlands High School
The Christ Hospital Health Network June 2015 - Present
Medpace Reference Laboratories July 2006 - June 2015
FTJ FundChoice 2003 - 2006
Toyota Motor Corporation 2002 - 2003
GE Capital 2002 - 2002
Diversified Ophthalmics, Inc., MidSouth Premier Ophthalmics, Inc., Firestone Optics, Inc. 2000 - 2001
Skills
Enterprise Storage, EMC Storage, SAN, Brocade Fibre Switches, Virtualization, Hyper-V, VMware, Microsoft Server..., Microsoft Certified..., Servers
Education
Northern Kentucky University 1997 — 2001
Bachelor of Science (BS), Information Systems
Highlands High School
Robert Blue's FTJ FundChoice Experience January 2015 - April 2015
Job College CoOp (Risk Division) at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank August 2015 - Present
Fifth Third Bank May 2015 - July 2015
FTJ FundChoice January 2015 - April 2015
Regional Economic Development Initiative (REDI) Cincinnati March 2014 - September 2014
University of Cincinnati College of Allied Health Sciences October 2013 - March 2014
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Data Analysis, Public Speaking, Time Management, Project Planning, Microsoft Word, Analytics, Access, Economic Research, Data Mining, Business Analysis, Market Analysis, Orion
Education
University of Cincinnati 2011 — 2016
BBA Business Economics, Minor Business Analytics, 4th Year
Marion Catholic High School 2009 — 2011
College Prep
CFA Institute
Chartered Financial Analyst (CFA) Candidate Level I
Fifth Third Bank August 2015 - Present
Fifth Third Bank May 2015 - July 2015
FTJ FundChoice January 2015 - April 2015
Regional Economic Development Initiative (REDI) Cincinnati March 2014 - September 2014
University of Cincinnati College of Allied Health Sciences October 2013 - March 2014
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Data Analysis, Public Speaking, Time Management, Project Planning, Microsoft Word, Analytics, Access, Economic Research, Data Mining, Business Analysis, Market Analysis, Orion
Education
University of Cincinnati 2011 — 2016
BBA Business Economics, Minor Business Analytics, 4th Year
Marion Catholic High School 2009 — 2011
College Prep
CFA Institute
Chartered Financial Analyst (CFA) Candidate Level I
Alex Wolfe Alex Wolfe's FTJ FundChoice Experience June 2015 - August 2015
Job Graduate Assistant at University of Cincinnati
Industry Higher Education
Experience
University of Cincinnati August 2015 - Present
FTJ FundChoice June 2015 - August 2015
University of Michigan August 2014 - May 2015
FTJ FundChoice July 2014 - August 2014
University of Kentucky August 2012 - May 2014
FDIC June 2012 - August 2013
FTJ FundChoice July 2010 - August 2011
Skills
Economics, Econometrics, Financial Analysis, Finance, Data Analysis, Research, Statistics, Stata, Bloomberg Terminal, Economic Research, Python, R, Regulatory Examinations, Data Collection, Internships, C++, Data Scraping, LaTeX, Principal Component..., Financial Modeling, SAS Programming, Tableau, Arena Simulation..., SQL
Education
University of Kentucky 2010 — 2014
Bachelor of Business Administration (BBA); Bachelor of Science in Business and Economics; BA, Finance, Economics, Mathematics, 4.0
University of Cincinnati College of Business 2015 — 2016
Master of Science (MS), Business Analytics
University of Cincinnati August 2015 - Present
FTJ FundChoice June 2015 - August 2015
University of Michigan August 2014 - May 2015
FTJ FundChoice July 2014 - August 2014
University of Kentucky August 2012 - May 2014
FDIC June 2012 - August 2013
FTJ FundChoice July 2010 - August 2011
Skills
Economics, Econometrics, Financial Analysis, Finance, Data Analysis, Research, Statistics, Stata, Bloomberg Terminal, Economic Research, Python, R, Regulatory Examinations, Data Collection, Internships, C++, Data Scraping, LaTeX, Principal Component..., Financial Modeling, SAS Programming, Tableau, Arena Simulation..., SQL
Education
University of Kentucky 2010 — 2014
Bachelor of Business Administration (BBA); Bachelor of Science in Business and Economics; BA, Finance, Economics, Mathematics, 4.0
University of Cincinnati College of Business 2015 — 2016
Master of Science (MS), Business Analytics
Christopher P. Horan Christopher P. Horan's FTJ FundChoice Experience January 2008 - Present
Job Regional Vice President at FTJ FundChoice
Industry Financial Services
Experience
FTJ FundChoice January 2008 - Present
American Funds May 2005 - January 2008
Skills
Mutual Funds, Retirement Planning, Financial Advisory, Investments, Series 63, Sales, Series 7, Asset Allocation, Securities, Separately Managed..., ETFs, Marketing Strategy, Series 6, Series 65
Education
The College of William and Mary - The Mason School of Business 2010 — 2011
MBA
Virginia Wesleyan College 2003 — 2005
Accounting
Florida International University - College of Business 2001 — 2003
International Business
FTJ FundChoice January 2008 - Present
American Funds May 2005 - January 2008
Skills
Mutual Funds, Retirement Planning, Financial Advisory, Investments, Series 63, Sales, Series 7, Asset Allocation, Securities, Separately Managed..., ETFs, Marketing Strategy, Series 6, Series 65
Education
The College of William and Mary - The Mason School of Business 2010 — 2011
MBA
Virginia Wesleyan College 2003 — 2005
Accounting
Florida International University - College of Business 2001 — 2003
International Business
Mavis Weisgerber Mavis Weisgerber's FTJ FundChoice Experience October 2002 - July 2003
Job Lab Technician at Prestige Technical Services, Inc.
Industry Chemicals
Experience
Prestige Technical Services, Inc. March 2013 - Present
Adecco Technical Services April 2009 - August 2011
Bath and Body Works December 2007 - March 2008
Adecco Technical Services January 2004 - September 2006
FTJ FundChoice October 2002 - July 2003
University of Cincinnati June 2001 - June 2002
BetzDearborn September 2000 - June 2001
DiverseyLever / DuBois Chemicals March 1999 - June 2000
Skills
Chemistry, Product Development, Analysis, R&D, Data Analysis, Project Management, Testing, Laboratory, Analytical Chemistry, Chromatography, Chemical Engineering
Education
Northern Kentucky University 2002 — 2006
Master of Business Administration (MBA), Finance, General, 3.6 / 4.0
University of Cincinnati 1997 — 2002
Bachelor of Science (B.S.), Chemical Engineering
Prestige Technical Services, Inc. March 2013 - Present
Adecco Technical Services April 2009 - August 2011
Bath and Body Works December 2007 - March 2008
Adecco Technical Services January 2004 - September 2006
FTJ FundChoice October 2002 - July 2003
University of Cincinnati June 2001 - June 2002
BetzDearborn September 2000 - June 2001
DiverseyLever / DuBois Chemicals March 1999 - June 2000
Skills
Chemistry, Product Development, Analysis, R&D, Data Analysis, Project Management, Testing, Laboratory, Analytical Chemistry, Chromatography, Chemical Engineering
Education
Northern Kentucky University 2002 — 2006
Master of Business Administration (MBA), Finance, General, 3.6 / 4.0
University of Cincinnati 1997 — 2002
Bachelor of Science (B.S.), Chemical Engineering
Bob Tamashunas Bob Tamashunas's FTJ FundChoice Experience July 2012 - Present
Job Partner at Seaport Capital
Industry Venture Capital & Private Equity
Experience
Seaport Capital September 2003 - Present
FTJ FundChoice July 2012 - Present
bMedia Group May 2014 - Present
Bay Communications January 2011 - Present
Municipal Communications, LLC October 2010 - Present
Worley Claims Services May 2008 - October 2014
Southeast Towers, LLC August 2004 - July 2007
SirsiDynix September 2004 - January 2007
Prudential Capital Group September 1997 - May 2001
Education
Columbia University - Columbia Business School 2001 — 2003
Master of Business Administration (M.B.A.)
Georgetown University 1993 — 1997
Bachelor of Science (B.S.), Finance, General
Seaport Capital September 2003 - Present
FTJ FundChoice July 2012 - Present
bMedia Group May 2014 - Present
Bay Communications January 2011 - Present
Municipal Communications, LLC October 2010 - Present
Worley Claims Services May 2008 - October 2014
Southeast Towers, LLC August 2004 - July 2007
SirsiDynix September 2004 - January 2007
Prudential Capital Group September 1997 - May 2001
Education
Columbia University - Columbia Business School 2001 — 2003
Master of Business Administration (M.B.A.)
Georgetown University 1993 — 1997
Bachelor of Science (B.S.), Finance, General
Kevin Severs's FTJ FundChoice Experience March 2013 - Present
Job Director of Marketing at FTJ FundChoice
Industry Marketing and Advertising
Experience
FTJ FundChoice March 2013 - Present
Pilot Chemical Company January 2012 - March 2013
Analytic Partners January 2009 - January 2012
Ryder Supply Chain Solutions & Toyota Automotive, NA May 2006 - January 2009
Skills
Analytics, Market Research, Marketing Research, Marketing Strategy, Market Analysis, Marketing, Business Strategy, Competitive Analysis, Data Analysis, Management, Business Analytics, Forecasting, Brand Equity, Analysis, Integrated Marketing, Self Driven, Product Marketing, Event Management, Marketing Consulting
Education
Cornell University 2014 — 2015
Certificates, Executive Leadership and Business Strategy
The Ohio State University - The Max M. Fisher College of Business 2004 — 2006
Bachelor of Science (BS), Double Major: Marketing and Logistics
FTJ FundChoice March 2013 - Present
Pilot Chemical Company January 2012 - March 2013
Analytic Partners January 2009 - January 2012
Ryder Supply Chain Solutions & Toyota Automotive, NA May 2006 - January 2009
Skills
Analytics, Market Research, Marketing Research, Marketing Strategy, Market Analysis, Marketing, Business Strategy, Competitive Analysis, Data Analysis, Management, Business Analytics, Forecasting, Brand Equity, Analysis, Integrated Marketing, Self Driven, Product Marketing, Event Management, Marketing Consulting
Education
Cornell University 2014 — 2015
Certificates, Executive Leadership and Business Strategy
The Ohio State University - The Max M. Fisher College of Business 2004 — 2006
Bachelor of Science (BS), Double Major: Marketing and Logistics
Erik Hardin Erik Hardin's FTJ FundChoice Experience January 2015 - Present
Job Regional Vice President at FTJ Fundchoice
Industry Financial Services
Experience
FTJ FundChoice January 2015 - Present
Weatherstone Capital Management June 2009 - January 2015
Jackson National Life May 2008 - June 2009
Skills
Investments, Portfolio Management, Retirement Planning, Wealth Management, Strategic Financial..., Financial Analysis, Alternative Investments, Financial Advisory, Retirement, Securities, Financial Modeling, Asset Management
Education
Fort Lewis College 2004 — 2008
Bachelor's degree, Finance
FTJ FundChoice January 2015 - Present
Weatherstone Capital Management June 2009 - January 2015
Jackson National Life May 2008 - June 2009
Skills
Investments, Portfolio Management, Retirement Planning, Wealth Management, Strategic Financial..., Financial Analysis, Alternative Investments, Financial Advisory, Retirement, Securities, Financial Modeling, Asset Management
Education
Fort Lewis College 2004 — 2008
Bachelor's degree, Finance
Catherine Koop, SHRM-SCP,SPHR's FTJ FundChoice Experience October 2013 - Present
Job Human Resources Director at FTJ FundChoice
Industry Financial Services
Experience
FTJ FundChoice October 2013 - Present
BHDP Architecture 2007 - October 2013
United Audit Systems, Inc. 1989 - 2007
Skills
Employee Engagement, Performance Management, Employee Benefits, Onboarding, Employee Relations, Organizational..., Strategic Planning, Talent Management, Leadership Development, Recruiting, Benefits Administration, Career Counseling, Wellness Programs, Recruitment/Retention, Compensation, Human Resources, Personnel Management, Leadership, Management
Education
Northern Kentucky University 1981 — 1988
Bachelor, Management-Organizational Behavior
FTJ FundChoice October 2013 - Present
BHDP Architecture 2007 - October 2013
United Audit Systems, Inc. 1989 - 2007
Skills
Employee Engagement, Performance Management, Employee Benefits, Onboarding, Employee Relations, Organizational..., Strategic Planning, Talent Management, Leadership Development, Recruiting, Benefits Administration, Career Counseling, Wellness Programs, Recruitment/Retention, Compensation, Human Resources, Personnel Management, Leadership, Management
Education
Northern Kentucky University 1981 — 1988
Bachelor, Management-Organizational Behavior
Jacob Childers's FTJ FundChoice Experience June 2014 - Present
Job Investment Analyst at FTJ FundChoice
Industry Investment Management
Experience
FTJ FundChoice June 2014 - Present
FTJ FundChoice May 2010 - August 2014
Liberty University August 2009 - June 2010
Education
Liberty University 2006 — 2010
Bachelor of Science, Finance / Economics
FTJ FundChoice June 2014 - Present
FTJ FundChoice May 2010 - August 2014
Liberty University August 2009 - June 2010
Education
Liberty University 2006 — 2010
Bachelor of Science, Finance / Economics
Don Sachleben's FTJ FundChoice Experience February 2014 - December 2014
Job Software Engineer at Robert Half Technology
Industry Information Technology and Services
Experience
United States Equestrian Federation July 2015 - Present
FTJ FundChoice February 2014 - December 2014
Robert Half Technology November 2013 - February 2014
TEKsystems January 2012 - April 2013
EMCBC DOE February 2008 - May 2011
Skills
Agile Methodologies, SDLC, Information Technology, SQL, HTML, VB.NET, Requirements Analysis, JavaScript
Education
Seattle University 1990 — 1993
Computer Science
Woodward High School
Woodward High School
United States Equestrian Federation July 2015 - Present
FTJ FundChoice February 2014 - December 2014
Robert Half Technology November 2013 - February 2014
TEKsystems January 2012 - April 2013
EMCBC DOE February 2008 - May 2011
Skills
Agile Methodologies, SDLC, Information Technology, SQL, HTML, VB.NET, Requirements Analysis, JavaScript
Education
Seattle University 1990 — 1993
Computer Science
Woodward High School
Woodward High School
Rachel Rath's FTJ FundChoice Experience December 2006 - August 2011
Job Advisor Services at Charles Schwab & Co.
Industry Financial Services
Experience
Schwab Advisor Services August 2011 - Present
FTJ FundChoice December 2006 - August 2011
U.S. Bank U.S. Bancorp May 2004 - November 2006
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Series 63, Retirement Planning, Portfolio Management, Asset Allocation, Securities, Investment Advisory
Education
Northern Kentucky University 1999 — 2003
Bachelor of Arts (B.A.), Theatre/Theater and Entrepreneurship(m)
Schwab Advisor Services August 2011 - Present
FTJ FundChoice December 2006 - August 2011
U.S. Bank U.S. Bancorp May 2004 - November 2006
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Series 63, Retirement Planning, Portfolio Management, Asset Allocation, Securities, Investment Advisory
Education
Northern Kentucky University 1999 — 2003
Bachelor of Arts (B.A.), Theatre/Theater and Entrepreneurship(m)
Ramya Varma's FTJ FundChoice Experience May 2012 - May 2015
Job MBA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
Logicworks September 2014 - May 2015
Ubiquity Hosting February 2014 - May 2015
FTJ FundChoice May 2012 - May 2015
Elias Arts July 2011 - May 2015
Seaport Capital May 2007 - May 2015
Sparring Partners Capital May 2006 - August 2006
Morgan Stanley Investment Management October 2005 - April 2006
Skills
Private Equity, Investments, Strategy, Financial Modeling, Mergers & Acquisitions, Due Diligence, Valuation, Corporate Finance, Finance, Venture Capital, Financial Analysis, LBO, Entrepreneurship, Strategic Planning, Alternative Investments, Project Finance, Corporate Development, Deal Structuring, Mergers, Board of Directors
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.), Entrepreneurial Management
New York University - Leonard N. Stern School of Business 2004 — 2008
B.S., Finance, International Business
Università Commerciale 'Luigi Bocconi' 2006 — 2006
Finance
Logicworks September 2014 - May 2015
Ubiquity Hosting February 2014 - May 2015
FTJ FundChoice May 2012 - May 2015
Elias Arts July 2011 - May 2015
Seaport Capital May 2007 - May 2015
Sparring Partners Capital May 2006 - August 2006
Morgan Stanley Investment Management October 2005 - April 2006
Skills
Private Equity, Investments, Strategy, Financial Modeling, Mergers & Acquisitions, Due Diligence, Valuation, Corporate Finance, Finance, Venture Capital, Financial Analysis, LBO, Entrepreneurship, Strategic Planning, Alternative Investments, Project Finance, Corporate Development, Deal Structuring, Mergers, Board of Directors
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.), Entrepreneurial Management
New York University - Leonard N. Stern School of Business 2004 — 2008
B.S., Finance, International Business
Università Commerciale 'Luigi Bocconi' 2006 — 2006
Finance
Jeanine (Listermann) Lintz's FTJ FundChoice Experience March 1997 - October 2005
Job Customer Service and Financial Professional
Industry Financial Services
Experience
Convergys May 2010 - May 2015
U.S. Bank August 2008 - November 2009
AXA Advisors July 2007 - June 2008
Total Quality Logistics October 2005 - April 2007
FTJ FundChoice March 1997 - October 2005
Skills
Customer Service, Retirement Planning, Team Leadership, Finance, Mutual Funds, Inside Sales, Series 7, Series 66, Wealth Management, Securities, Consulting, Portfolio Management, Financial Advisory, Retirement, Logistics, Supply Chain, Life Insurance, Health Insurance, Variable Annuities, Asset Management, Investment Strategies, Asset Allocation, Investments, Financial Services
Education
University of Phoenix 2004 — 2008
Finance
DePauw University 1994 — 1996
Music Performance
Convergys May 2010 - May 2015
U.S. Bank August 2008 - November 2009
AXA Advisors July 2007 - June 2008
Total Quality Logistics October 2005 - April 2007
FTJ FundChoice March 1997 - October 2005
Skills
Customer Service, Retirement Planning, Team Leadership, Finance, Mutual Funds, Inside Sales, Series 7, Series 66, Wealth Management, Securities, Consulting, Portfolio Management, Financial Advisory, Retirement, Logistics, Supply Chain, Life Insurance, Health Insurance, Variable Annuities, Asset Management, Investment Strategies, Asset Allocation, Investments, Financial Services
Education
University of Phoenix 2004 — 2008
Finance
DePauw University 1994 — 1996
Music Performance
Walter Law's FTJ FundChoice Experience January 2015 - Present
Job Regional Marketing Consultant FTJ FundChoice
Industry Investment Management
Experience
FTJ FundChoice January 2015 - Present
Schaeffer's Investment Research December 2011 - September 2013
Schaeffer's Investment Research September 2006 - December 2011
Fifth Third Securities September 2003 - September 2006
Merrill Lynch August 1996 - September 2003
Skills
Options, Financial Analysis, Portfolio Management, Equities, Finance, Derivatives, Strategic Planning, Management, Investments, Trading, Mutual Funds, Customer Service, Financial Markets, Asset Management, Asset Managment, Bloomberg, Risk Management, Strategic Financial..., Hedge Funds, Wealth Management, Technical Analysis, Hedging, Securities, Investment Advisory, Investment Strategies
Education
Northern Kentucky University—Salmon P. Chase College of Law 2006 — 2010
J.D., Law
University of Cincinnati College of Business 1992 — 1996
BBA, Finance
FTJ FundChoice January 2015 - Present
Schaeffer's Investment Research December 2011 - September 2013
Schaeffer's Investment Research September 2006 - December 2011
Fifth Third Securities September 2003 - September 2006
Merrill Lynch August 1996 - September 2003
Skills
Options, Financial Analysis, Portfolio Management, Equities, Finance, Derivatives, Strategic Planning, Management, Investments, Trading, Mutual Funds, Customer Service, Financial Markets, Asset Management, Asset Managment, Bloomberg, Risk Management, Strategic Financial..., Hedge Funds, Wealth Management, Technical Analysis, Hedging, Securities, Investment Advisory, Investment Strategies
Education
Northern Kentucky University—Salmon P. Chase College of Law 2006 — 2010
J.D., Law
University of Cincinnati College of Business 1992 — 1996
BBA, Finance
Beth Greenwell's FTJ FundChoice Experience July 2009 - May 2010
Job Customer Service Rep at Meritor
Industry Human Resources
Experience
Meritor May 2010 - Present
FTJ FundChoice July 2009 - May 2010
Givaudan Flavors March 2009 - April 2009
Catholic Health Initiatives June 2008 - March 2009
Versatile Staffing Solution April 2008 - May 2008
Education
Thomas More College 2004 — 2008
B.A., Business Administration
Meritor May 2010 - Present
FTJ FundChoice July 2009 - May 2010
Givaudan Flavors March 2009 - April 2009
Catholic Health Initiatives June 2008 - March 2009
Versatile Staffing Solution April 2008 - May 2008
Education
Thomas More College 2004 — 2008
B.A., Business Administration
Aaron Ploscowe's FTJ FundChoice Experience September 2012 - Present
Job FTJ Fund Choice Regional Marketing Consultant (North East)
Industry Financial Services
Experience
FTJ FundChoice September 2012 - Present
The Retirement Corporation of America 2007 - 2008
NDB Capital Markets/Sherwood Securities/Deutsche Bank 1999 - 2002
Salomon Smith Barney 1996 - 1999
Skills
Series 7, Series 63, Investments, Securities, Equities, Mutual Funds, Asset Allocation, Equity Trading, Bloomberg, Asset Managment, Portfolio Management, Strategic Planning, ETFs, Retirement Planning, Sales, Series 6, Microsoft Excel, Risk Management, Microsoft Office, Trading
Education
University of Cincinnati 1991 — 1995
BS, Political Science
Sycamore High School 1987 — 1990
FTJ FundChoice September 2012 - Present
The Retirement Corporation of America 2007 - 2008
NDB Capital Markets/Sherwood Securities/Deutsche Bank 1999 - 2002
Salomon Smith Barney 1996 - 1999
Skills
Series 7, Series 63, Investments, Securities, Equities, Mutual Funds, Asset Allocation, Equity Trading, Bloomberg, Asset Managment, Portfolio Management, Strategic Planning, ETFs, Retirement Planning, Sales, Series 6, Microsoft Excel, Risk Management, Microsoft Office, Trading
Education
University of Cincinnati 1991 — 1995
BS, Political Science
Sycamore High School 1987 — 1990
Dallas Sehlhorst's FTJ FundChoice Experience October 2005 - March 2008
Job Staff Consultant at Pinnacle Solutions Group
Industry Computer Software
Experience
Pinnacle Solutions Group September 2010 - Present
Construction Software Technologies April 2008 - September 2010
iSqFt / Construction Software Technologies April 2008 - September 2010
FTJ FundChoice October 2005 - March 2008
RadioShack 2001 - 2005
Education
University of Cincinnati 2001 — 2007
B.S., Computer Science
Pinnacle Solutions Group September 2010 - Present
Construction Software Technologies April 2008 - September 2010
iSqFt / Construction Software Technologies April 2008 - September 2010
FTJ FundChoice October 2005 - March 2008
RadioShack 2001 - 2005
Education
University of Cincinnati 2001 — 2007
B.S., Computer Science
Gary Frederick's FTJ FundChoice Experience July 2013 - Present
Job Financial Controller at FTJ FundChoice
Industry Accounting
Experience
FTJ FundChoice July 2013 - Present
G F CONSULTING April 2009 - Present
Toyota Boshoku America November 2008 - January 2009
FIRST TRANSIT dba FIRST SERVICES June 2002 - August 2008
CORPORATE CLEANING SYSTEMS, INC May 2001 - May 2002
Fibre Glass Evercoat January 1993 - March 2001
Fibre Glass Evercoat January 1992 - January 1993
Fibre Glass Evercoat Co. April 1990 - January 1992
Meadow Gold Dairy February 1981 - April 1990
Skills
Accounting, Financial Reporting, Accounts Payable, Accounts Receivable, Consolidation, Forecasting, Payroll, Budgeting, Cost Accounting, General Ledger, Internal Controls, SOX, Financial Analysis, Tax, Process Improvement, JD Edwards, Strategic Planning, Due Diligence, Auditing, Cash Management, Essbase, Inventory Management, Manufacturing, Billing, GAAP, Cash Flow, Fixed Assets, Financial Planning, IFRS
Education
Kennedy Western University 2001 — 2002
MBA, Accounting
Northern Kentucky University 1981 — 1985
BS, Accounting
FTJ FundChoice July 2013 - Present
G F CONSULTING April 2009 - Present
Toyota Boshoku America November 2008 - January 2009
FIRST TRANSIT dba FIRST SERVICES June 2002 - August 2008
CORPORATE CLEANING SYSTEMS, INC May 2001 - May 2002
Fibre Glass Evercoat January 1993 - March 2001
Fibre Glass Evercoat January 1992 - January 1993
Fibre Glass Evercoat Co. April 1990 - January 1992
Meadow Gold Dairy February 1981 - April 1990
Skills
Accounting, Financial Reporting, Accounts Payable, Accounts Receivable, Consolidation, Forecasting, Payroll, Budgeting, Cost Accounting, General Ledger, Internal Controls, SOX, Financial Analysis, Tax, Process Improvement, JD Edwards, Strategic Planning, Due Diligence, Auditing, Cash Management, Essbase, Inventory Management, Manufacturing, Billing, GAAP, Cash Flow, Fixed Assets, Financial Planning, IFRS
Education
Kennedy Western University 2001 — 2002
MBA, Accounting
Northern Kentucky University 1981 — 1985
BS, Accounting
Dean Cook's FTJ FundChoice Experience January 2003 - Present
Job President at FTJ FundChoice
Industry Financial Services
Experience
FTJ FundChoice January 2003 - Present
Assetmark 2000 - 2002
Quest Financial Group 1998 - 2000
Education
Miami University 1989 — 1994
FTJ FundChoice January 2003 - Present
Assetmark 2000 - 2002
Quest Financial Group 1998 - 2000
Education
Miami University 1989 — 1994
James Hadaway's FTJ FundChoice Experience May 2015 - Present
Job Director of Compliance at FTJ FundChoice
Industry Financial Services
Experience
FTJ FundChoice May 2015 - Present
FTJ FundChoice January 2013 - April 2015
JRE July 2012 - December 2012
Capital Analysts February 2010 - March 2012
Independent Contractor November 2008 - January 2010
The O.N. Equity Sales Co. 1999 - 2008
Fidelity Investments 1998 - 1999
Skills
Series 7, Options, Securities, Business Strategy, Mutual Funds, Process Improvement, Compliance, Trading, Management Consulting
Education
Xavier University 2001 — 2004
MBA, Finance
University of Georgia - Terry College of Business 1992 — 1996
BBA, Economics
FTJ FundChoice May 2015 - Present
FTJ FundChoice January 2013 - April 2015
JRE July 2012 - December 2012
Capital Analysts February 2010 - March 2012
Independent Contractor November 2008 - January 2010
The O.N. Equity Sales Co. 1999 - 2008
Fidelity Investments 1998 - 1999
Skills
Series 7, Options, Securities, Business Strategy, Mutual Funds, Process Improvement, Compliance, Trading, Management Consulting
Education
Xavier University 2001 — 2004
MBA, Finance
University of Georgia - Terry College of Business 1992 — 1996
BBA, Economics
Darryl J. Lowen's FTJ FundChoice Experience 2015 - Present
Job Regional Sales Consultant at FTJ FundChoice, LLC
Industry Investment Management
Experience
FTJ FundChoice 2015 - Present
Western & Southern Financial Group 2014 - April 2015
Skills
Retirement Savings, Charitable Gift Planning, Succession Planning, Retirement Income..., College Education..., Wealth Transfer, Life Insurance, Disability Insurance, Health Insurance, Long Term Care Insurance, Medicare Supplements, Final Expense Planning, Investment Strategies, Fixed Annuities, Financial Analysis
Education
Brown University
B.A. with Honors
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA)
FTJ FundChoice 2015 - Present
Western & Southern Financial Group 2014 - April 2015
Skills
Retirement Savings, Charitable Gift Planning, Succession Planning, Retirement Income..., College Education..., Wealth Transfer, Life Insurance, Disability Insurance, Health Insurance, Long Term Care Insurance, Medicare Supplements, Final Expense Planning, Investment Strategies, Fixed Annuities, Financial Analysis
Education
Brown University
B.A. with Honors
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA)
Cory Kendall's FTJ FundChoice Experience August 2008 - Present
Job National Sales Manager at FTJ Fundchoice
Industry Investment Management
Experience
FTJ Fundchoice August 2008 - Present
Pacific Life 2005 - 2008
Allstate Financial Services 2000 - 2005
Education
University of Nebraska-Lincoln 1994 — 1999
BSBA, Finance
FTJ Fundchoice August 2008 - Present
Pacific Life 2005 - 2008
Allstate Financial Services 2000 - 2005
Education
University of Nebraska-Lincoln 1994 — 1999
BSBA, Finance
David Compart's FTJ FundChoice Experience May 2015 - Present
Job Trader at FTJ FundChoice
Industry Financial Services
Experience
FTJ FundChoice May 2015 - Present
FTJ FundChoice April 2014 - May 2015
Accountemps February 2014 - April 2014
Compart Family Farms 2003 - February 2014
Wells Fargo Trust Services April 2012 - June 2013
Accountemps September 2011 - April 2012
Compart's Boar Store September 1996 - September 2011
Waddell & Reed July 2010 - February 2011
Double D Farm November 2000 - November 2009
Compart’s Boar Store May 2009 - September 2009
Skills
Marketing Management, FMCG
Education
University of Minnesota-Twin Cities 2006 — 2010
B.S., Applied Economics
FTJ FundChoice May 2015 - Present
FTJ FundChoice April 2014 - May 2015
Accountemps February 2014 - April 2014
Compart Family Farms 2003 - February 2014
Wells Fargo Trust Services April 2012 - June 2013
Accountemps September 2011 - April 2012
Compart's Boar Store September 1996 - September 2011
Waddell & Reed July 2010 - February 2011
Double D Farm November 2000 - November 2009
Compart’s Boar Store May 2009 - September 2009
Skills
Marketing Management, FMCG
Education
University of Minnesota-Twin Cities 2006 — 2010
B.S., Applied Economics
Philip Wiedeman's FTJ FundChoice Experience January 2008 - Present
Job Operations at FTJ FundChoice
Industry Investment Management
Experience
FTJ FundChoice January 2008 - Present
FTJ Fundchoice LLC July 2008 - November 2011
FTJ Fundchoice LLC January 2008 - July 2011
Fidelity Investments August 2006 - December 2008
Fidelity Investments August 2006 - January 2008
Fidelity Investments October 2005 - May 2007
Fidelity Investments October 2004 - August 2006
Skills
Series 63, Series 7, Series 6, Mutual Funds, Asset Allocation, Investments, Strategic Financial..., 401k, Retirement, Investment Strategies, Retirement Planning, Fixed Annuities, Bloomberg, Portfolio Management, Pensions
Education
Northern Kentucky University 1989 — 1995
BA, Communications; Radio TV
Northern Kentucky University 1989 — 1994
BA, Communications
FTJ FundChoice January 2008 - Present
FTJ Fundchoice LLC July 2008 - November 2011
FTJ Fundchoice LLC January 2008 - July 2011
Fidelity Investments August 2006 - December 2008
Fidelity Investments August 2006 - January 2008
Fidelity Investments October 2005 - May 2007
Fidelity Investments October 2004 - August 2006
Skills
Series 63, Series 7, Series 6, Mutual Funds, Asset Allocation, Investments, Strategic Financial..., 401k, Retirement, Investment Strategies, Retirement Planning, Fixed Annuities, Bloomberg, Portfolio Management, Pensions
Education
Northern Kentucky University 1989 — 1995
BA, Communications; Radio TV
Northern Kentucky University 1989 — 1994
BA, Communications
Nicholas Lubbers's FTJ FundChoice Experience April 2014 - Present
Job Service Team Senior Specialist at FTJ FundChoice
Industry Financial Services
Experience
FTJ FundChoice April 2014 - Present
Golf Courses of Kenton County April 2001 - Present
FTJ FundChoice May 2013 - April 2014
Vantiv April 2012 - May 2013
J.P. Morgan November 2009 - March 2012
J.P. Morgan September 2008 - November 2009
J.P. Morgan October 2006 - September 2008
Target October 2005 - January 2006
Skills
Banking
Education
Northern Kentucky University
Bachelor of Science, Economics
FTJ FundChoice April 2014 - Present
Golf Courses of Kenton County April 2001 - Present
FTJ FundChoice May 2013 - April 2014
Vantiv April 2012 - May 2013
J.P. Morgan November 2009 - March 2012
J.P. Morgan September 2008 - November 2009
J.P. Morgan October 2006 - September 2008
Target October 2005 - January 2006
Skills
Banking
Education
Northern Kentucky University
Bachelor of Science, Economics
Laurie Link's FTJ FundChoice Experience January 2011 - Present
Job Service Team Supervisor at FTJ FundChoice
Industry Financial Services
Experience
FTJ FundChoice January 2011 - Present
Education
Towson University 1997 — 2001
Bachelor of Arts (B.A.), Mass Communication/Media Studies
FTJ FundChoice January 2011 - Present
Education
Towson University 1997 — 2001
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY