Hantz Financial
Description
Address: 5607 Glenridge Dr, Atlanta, GA 30342 Phone: (678) 954-6680: Website: : : : Category: Hours: : Place name: : Website: https://www.hantzgroup.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Hantz Financial Services Posting publicly on the Web Write a review Reviews Be the first to review
Hantz Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Hantz Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Hantz Financial Employees
Employee
Years
Job
Industry
Kelly (McGowan) Keller Kelly (McGowan) Keller's Hantz Financial Experience 2004 - 2005
Job at IGT
Industry Gambling & Casinos
Experience
IGT June 2013 - Present
Randstad Finance and Accounting January 2012 - June 2012
Dow Chemical Company January 2007 - January 2012
Target Corporation 2005 - 2007
Hantz Financial 2004 - 2005
Macy's (formerly Hudson's Department Store) 2003 - 2004
Clinique 1998 - 2003
Skills
Management, Accounting, Customer Service, Sales, Sales Management
Education
Northwood University 1999 — 2002
BBA, International Business, Management
Delta College, University
AA
IGT June 2013 - Present
Randstad Finance and Accounting January 2012 - June 2012
Dow Chemical Company January 2007 - January 2012
Target Corporation 2005 - 2007
Hantz Financial 2004 - 2005
Macy's (formerly Hudson's Department Store) 2003 - 2004
Clinique 1998 - 2003
Skills
Management, Accounting, Customer Service, Sales, Sales Management
Education
Northwood University 1999 — 2002
BBA, International Business, Management
Delta College, University
AA
Jake Schrock, CLCS Jake Schrock, CLCS's Hantz Financial Experience January 2006 - February 2008
Job Relationship Manager at HNI Risk Services
Industry Insurance
Experience
HNI Risk Services December 2013 - Present
Mercantile Bank of Michigan June 2010 - November 2013
Mercantile Bank March 2008 - May 2010
Hantz Financial January 2006 - February 2008
Skills
Insurance, Risk Management, New Business Development, Finance, Management, Financial Analysis, Portfolio Management, Customer Service, Credit Analysis, Banking, Small Business Lending, Accounting, Financial Services, Credit Risk, Sales
Education
Hope College 2001 — 2005
BA, Management
HNI Risk Services December 2013 - Present
Mercantile Bank of Michigan June 2010 - November 2013
Mercantile Bank March 2008 - May 2010
Hantz Financial January 2006 - February 2008
Skills
Insurance, Risk Management, New Business Development, Finance, Management, Financial Analysis, Portfolio Management, Customer Service, Credit Analysis, Banking, Small Business Lending, Accounting, Financial Services, Credit Risk, Sales
Education
Hope College 2001 — 2005
BA, Management
Dylan Orr Dylan Orr's Hantz Financial Experience May 2014 - June 2015
Job Financial Advisor at Hantz Financial
Industry Accounting
Experience
ProQuest June 2015 - Present
Hantz Financial May 2014 - June 2015
Siena Heights University August 2010 - May 2014
William Vaughan Company January 2014 - April 2014
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Time Management, Customer Service, Public Speaking, Event Planning, Teamwork, Leadership, Research, Social Media, Team Leadership, Critical Thinking, Financial Planning, Debt Restructuring, Debt Management, Retirement Planning
Education
Siena Heights University 2010 — 2014
Bachelor's degreee, Accounting with a Minor in Business Administration
Michigan State University 2010 — 2010
ProQuest June 2015 - Present
Hantz Financial May 2014 - June 2015
Siena Heights University August 2010 - May 2014
William Vaughan Company January 2014 - April 2014
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Time Management, Customer Service, Public Speaking, Event Planning, Teamwork, Leadership, Research, Social Media, Team Leadership, Critical Thinking, Financial Planning, Debt Restructuring, Debt Management, Retirement Planning
Education
Siena Heights University 2010 — 2014
Bachelor's degreee, Accounting with a Minor in Business Administration
Michigan State University 2010 — 2010
Josh Nowak's Hantz Financial Experience May 2008 - June 2009
Job Sales & Support Manager at Zirkel Wireless
Industry Telecommunications
Experience
Zirkel Wireless August 2012 - Present
Steamboat Energy Consultants March 2012 - Present
Young Tracks Preschool October 2010 - May 2012
Bank of the West June 2009 - September 2011
Hantz Financial May 2008 - June 2009
Skills
Management, Small Business..., Telecommunications, Team Leadership, Business Analysis, Vendor Management, Pre-sales, Project Management, Integration, Account Management, Call Centers, CRM, Sales, Finance, Customer Service, Budgets
Education
Jack Welch Management Institute 2015 — 2018
Master of Business Administration (MBA), Current GPA: 4.0
Northwood University 2007 — 2008
Bachelor of Arts (B.A.), Dual Major: Banking & Finance & Business Management
Delta College 2004 — 2007
Associate of Arts (A.A.), Business Management
Zirkel Wireless August 2012 - Present
Steamboat Energy Consultants March 2012 - Present
Young Tracks Preschool October 2010 - May 2012
Bank of the West June 2009 - September 2011
Hantz Financial May 2008 - June 2009
Skills
Management, Small Business..., Telecommunications, Team Leadership, Business Analysis, Vendor Management, Pre-sales, Project Management, Integration, Account Management, Call Centers, CRM, Sales, Finance, Customer Service, Budgets
Education
Jack Welch Management Institute 2015 — 2018
Master of Business Administration (MBA), Current GPA: 4.0
Northwood University 2007 — 2008
Bachelor of Arts (B.A.), Dual Major: Banking & Finance & Business Management
Delta College 2004 — 2007
Associate of Arts (A.A.), Business Management
Josh Shrayda's Hantz Financial Experience January 2013 - Present
Job Finance Major | Working Towards an MBA
Industry Financial Services
Experience
Hantz Financial January 2013 - Present
Meijer April 2009 - January 2013
Skills
Microsoft Office, Financial Analysis, Organization, Data Analysis, Problem Solving
Education
University of Toledo 2011 — 2013
Bachelor of Business Administration (BBA), December 2013, Finance
Owens Community College 2009 — 2011
Hantz Financial January 2013 - Present
Meijer April 2009 - January 2013
Skills
Microsoft Office, Financial Analysis, Organization, Data Analysis, Problem Solving
Education
University of Toledo 2011 — 2013
Bachelor of Business Administration (BBA), December 2013, Finance
Owens Community College 2009 — 2011
Aman Awan, CFP®'s Hantz Financial Experience June 2000 - July 2005
Job
Industry Financial Services
Experience
DFCU Financial February 2014 - Present
Fifth Third Private Bank February 2012 - February 2014
PLUS Financial Network December 2008 - July 2012
Hartford Life December 2007 - December 2008
CCO Investment Services July 2005 - December 2007
Hantz Financial June 2000 - July 2005
Education
Oakland University 1999 — 2001
Bachelors, Finance
DFCU Financial February 2014 - Present
Fifth Third Private Bank February 2012 - February 2014
PLUS Financial Network December 2008 - July 2012
Hartford Life December 2007 - December 2008
CCO Investment Services July 2005 - December 2007
Hantz Financial June 2000 - July 2005
Education
Oakland University 1999 — 2001
Bachelors, Finance
David Mallia David Mallia's Hantz Financial Experience January 1998 - January 2013
Job Regional Sales Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2013 - June 2015
Hantz Financial January 1998 - January 2013
Hantz Financial 1998 - 2013
IDS/ American Express Financial Advisors 1993 - 1997
Skills
Retirement Planning, Strategic Financial..., Investments, Series 63, Wealth Management, Fixed Annuities, Series 7, Investment Advisory, Finance, Estate Planning, Mutual Funds, Financial Analysis, Securities, Series 24, Retirement, Uniform Combined State..., Life Insurance, Insurance, Portfolio Management, Asset Allocation, Equities, Risk Management
Education
University of Michigan 1983 — 1998
BA, Political Science
Hartland High School-Class of 1983 1980 — 1983
Diploma
Ameriprise Financial Services, Inc. January 2013 - June 2015
Hantz Financial January 1998 - January 2013
Hantz Financial 1998 - 2013
IDS/ American Express Financial Advisors 1993 - 1997
Skills
Retirement Planning, Strategic Financial..., Investments, Series 63, Wealth Management, Fixed Annuities, Series 7, Investment Advisory, Finance, Estate Planning, Mutual Funds, Financial Analysis, Securities, Series 24, Retirement, Uniform Combined State..., Life Insurance, Insurance, Portfolio Management, Asset Allocation, Equities, Risk Management
Education
University of Michigan 1983 — 1998
BA, Political Science
Hartland High School-Class of 1983 1980 — 1983
Diploma
Erica Scheinker, MBA Erica Scheinker, MBA's Hantz Financial Experience July 2013 - Present
Job Hantz Financial
Industry Financial Services
Experience
Hantz Financial July 2013 - Present
Griffin Portfolio Management Corp. February 2006 - April 2013
Skills
Portfolio Management, Series 65, Retirement Planning, Risk Management, Pensions, Retirement, Financial Planners, Wealth Management, Finance, Financial Services, Investment Advisory, Strategic Financial..., Asset Management, Series 7, Asset Allocation, Mutual Funds, Investment Strategies, 401k, Investments, Wealth Accumulation, Series 63
Education
Oakland University 2011 — 2012
Personal Financial Planning Certificate Program
Oakland University 2005 — 2007
MBA, Finance
University of Michigan, Ann Arbor 2001 — 2003
Bachelors, English
Hantz Financial July 2013 - Present
Griffin Portfolio Management Corp. February 2006 - April 2013
Skills
Portfolio Management, Series 65, Retirement Planning, Risk Management, Pensions, Retirement, Financial Planners, Wealth Management, Finance, Financial Services, Investment Advisory, Strategic Financial..., Asset Management, Series 7, Asset Allocation, Mutual Funds, Investment Strategies, 401k, Investments, Wealth Accumulation, Series 63
Education
Oakland University 2011 — 2012
Personal Financial Planning Certificate Program
Oakland University 2005 — 2007
MBA, Finance
University of Michigan, Ann Arbor 2001 — 2003
Bachelors, English
Alan Osburn Alan Osburn's Hantz Financial Experience February 2007 - January 2009
Job Be a positive variable and the value added will follow you always.
Industry Retail
Experience
Bay City Scottish Rite Bodies August 2015 - Present
Home Depot March 2015 - August 2015
Fastenal January 2013 - February 2015
big al's golf February 2009 - December 2012
Hantz Financial February 2007 - January 2009
Pro Golf Discount September 2005 - January 2007
Gap Inc./Old Navy May 2001 - August 2005
Skills
Retail, Merchandising, Store Management, Customer Service, Loss Prevention, Cashiering, Retail Sales, Inventory Management, Inventory Control, Store Operations, Microsoft Office, Sales, Microsoft Word, Microsoft Excel, Financial Analysis, Financial Reporting, Financial Audits, Sales Management, Operations Management, Sales Operations, Retail Marketing, Employee Relations, Employee Management, Hiring Practices, Project Management, Volunteer Management, Event Planning, Golf Club Repair, Golf, Golf Management, Marketing Strategy, Brand Development, Branding & Identity, Brand Implementation, Brand Management, Cash Management, Employee Recognition, Employee Handbooks, Logistics, Customer Support, Executive Support, New Business Development, Business Strategy, Business Analysis, Small Business, Marketing for Small..., Small Business Online..., PowerPoint, Outlook Express, Facebook Marketing
Education
Northwood University - Richard DeVos Graduate School of Management 2005 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
Grand Valley State University 2000 — 2003
Bachelor of Business Administration (B.B.A.), International Business
Bay City Scottish Rite Bodies August 2015 - Present
Home Depot March 2015 - August 2015
Fastenal January 2013 - February 2015
big al's golf February 2009 - December 2012
Hantz Financial February 2007 - January 2009
Pro Golf Discount September 2005 - January 2007
Gap Inc./Old Navy May 2001 - August 2005
Skills
Retail, Merchandising, Store Management, Customer Service, Loss Prevention, Cashiering, Retail Sales, Inventory Management, Inventory Control, Store Operations, Microsoft Office, Sales, Microsoft Word, Microsoft Excel, Financial Analysis, Financial Reporting, Financial Audits, Sales Management, Operations Management, Sales Operations, Retail Marketing, Employee Relations, Employee Management, Hiring Practices, Project Management, Volunteer Management, Event Planning, Golf Club Repair, Golf, Golf Management, Marketing Strategy, Brand Development, Branding & Identity, Brand Implementation, Brand Management, Cash Management, Employee Recognition, Employee Handbooks, Logistics, Customer Support, Executive Support, New Business Development, Business Strategy, Business Analysis, Small Business, Marketing for Small..., Small Business Online..., PowerPoint, Outlook Express, Facebook Marketing
Education
Northwood University - Richard DeVos Graduate School of Management 2005 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
Grand Valley State University 2000 — 2003
Bachelor of Business Administration (B.B.A.), International Business
Tera Fett Tera Fett's Hantz Financial Experience January 2013 - October 2014
Job Analyst
Industry Financial Services
Experience
Credit Acceptance October 2014 - Present
Hantz Financial January 2013 - October 2014
Hantz Financial May 2011 - January 2013
Kennesaw State University August 2006 - May 2011
Buca di Beppo January 2006 - May 2011
Northwestern Mutual October 2010 - April 2011
Skills
Statistical Finance, Residential Mortgages, Mortgage Servicing, Financial Markets, Microsoft Excel, Finance, Financial Accounting, Customer Service, Analysis, Risk Management, Insurance, Loans, Microsoft Office, Microsoft Word, Time Management, Investments, Sales, Securities, Consulting, CRM, Credit, Entrepreneurship, Financial Planning, Teamwork, Marketing
Education
Kennesaw State University - Michael J. Coles College of Business 2006 — 2011
BBA, Finance
Credit Acceptance October 2014 - Present
Hantz Financial January 2013 - October 2014
Hantz Financial May 2011 - January 2013
Kennesaw State University August 2006 - May 2011
Buca di Beppo January 2006 - May 2011
Northwestern Mutual October 2010 - April 2011
Skills
Statistical Finance, Residential Mortgages, Mortgage Servicing, Financial Markets, Microsoft Excel, Finance, Financial Accounting, Customer Service, Analysis, Risk Management, Insurance, Loans, Microsoft Office, Microsoft Word, Time Management, Investments, Sales, Securities, Consulting, CRM, Credit, Entrepreneurship, Financial Planning, Teamwork, Marketing
Education
Kennesaw State University - Michael J. Coles College of Business 2006 — 2011
BBA, Finance
Chad Hyllested, MBA Chad Hyllested, MBA's Hantz Financial Experience October 2007 - October 2008
Job Wealth Advisor at Agora Wealth Management
Industry Financial Services
Experience
Agora Wealth Management Assistant Vice President & Financial ConsultantChelsea State BankMarch 2013 - September 2014
BD Ops, LLC. April 2011 - February 2013
Sigma Financial November 2009 - April 2011
Hantz Financial October 2007 - October 2008
Education
University of Michigan 2004 — 2007
Bachelor of Arts, Economics
Eastern Michigan University 2010 — 2012
Master of Business Administration, Finance
Agora Wealth Management Assistant Vice President & Financial ConsultantChelsea State BankMarch 2013 - September 2014
BD Ops, LLC. April 2011 - February 2013
Sigma Financial November 2009 - April 2011
Hantz Financial October 2007 - October 2008
Education
University of Michigan 2004 — 2007
Bachelor of Arts, Economics
Eastern Michigan University 2010 — 2012
Master of Business Administration, Finance
Chris Ternes Chris Ternes's Hantz Financial Experience June 2008 - February 2010
Job Senior Analyst Investment Banking Listed Derivatives Futures/Options
Industry Banking
Experience
Credit Suisse April 2010 - Present
Hantz Financial June 2008 - February 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Series 7, Series 63, Investment Banking, Derivatives, Futures, Reconciliation, Trade Support, Data Analysis, OTC, Sungard GMI, OCC, LDM, Equities, Trading
Education
Northwood University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Concordia University-Ann Arbor 2003 — 2005
Credit Suisse April 2010 - Present
Hantz Financial June 2008 - February 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Series 7, Series 63, Investment Banking, Derivatives, Futures, Reconciliation, Trade Support, Data Analysis, OTC, Sungard GMI, OCC, LDM, Equities, Trading
Education
Northwood University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Concordia University-Ann Arbor 2003 — 2005
Doug Sockman CFP, ChFC, CLU's Hantz Financial Experience January 1998 - December 2002
Job Certified Financial Planner at Skylight Financial Group
Industry Financial Services
Experience
Skylight Financial Group January 2003 - Present
Hantz Financial January 1998 - December 2002
Skills
Retirement Planning, Strategic Financial..., Financial Advisory, Certified Financial..., Investments, Retirement, Fixed Annuities, Estate Planning, Series 7, IRAs, Long-term Care, Mutual Funds, Asset Management, Disability Insurance, Strategic Planning, Wealth Management, Portfolio Management, Investment Advisory, Insurance, Public Speaking, Securities
Education
Ohio University
Bachelor of Science, Healthcare Management
Skylight Financial Group January 2003 - Present
Hantz Financial January 1998 - December 2002
Skills
Retirement Planning, Strategic Financial..., Financial Advisory, Certified Financial..., Investments, Retirement, Fixed Annuities, Estate Planning, Series 7, IRAs, Long-term Care, Mutual Funds, Asset Management, Disability Insurance, Strategic Planning, Wealth Management, Portfolio Management, Investment Advisory, Insurance, Public Speaking, Securities
Education
Ohio University
Bachelor of Science, Healthcare Management
Derek Watson, EA, MBA Derek Watson, EA, MBA's Hantz Financial Experience 2011 - 2012
Job Tax Planning Specialist at Hantz Group
Industry Financial Services
Experience
Hantz Group 2013 - Present
Hantz Financial 2011 - 2012
Hantz Tax and Business 2007 - 2010
H&R Block 2004 - 2007
JPMorgan Chase 2004 - 2006
Bank One 1999 - 2003
Skills
Financial Analysis, Tax Preparation, Tax Accounting, Financial Reporting, Customer Service, Forecasting, Data Analysis, Microsoft Word, Microsoft Excel, Microsoft Office, PeopleSoft, Lotus Notes, PowerPoint, Accounting, Peachtree, Morningstar, Auditing, Income Tax, Leadership, UltraTax, Accounts Receivable, Strategic Financial..., Analysis, Tax, Training, Internal Audit, Minitab, Enterprise Software, Financial Planning, Finance, Management
Education
DeVry University's Keller Graduate School of Management-Michigan 2012 — 2015
Master of Business Administration (M.B.A.) CPA Emphasis, Accounting, 3.77
Eastern Michigan University
Bachelor of Business Administration (B.B.A.), Accounting
Mumford High School
Hantz Group 2013 - Present
Hantz Financial 2011 - 2012
Hantz Tax and Business 2007 - 2010
H&R Block 2004 - 2007
JPMorgan Chase 2004 - 2006
Bank One 1999 - 2003
Skills
Financial Analysis, Tax Preparation, Tax Accounting, Financial Reporting, Customer Service, Forecasting, Data Analysis, Microsoft Word, Microsoft Excel, Microsoft Office, PeopleSoft, Lotus Notes, PowerPoint, Accounting, Peachtree, Morningstar, Auditing, Income Tax, Leadership, UltraTax, Accounts Receivable, Strategic Financial..., Analysis, Tax, Training, Internal Audit, Minitab, Enterprise Software, Financial Planning, Finance, Management
Education
DeVry University's Keller Graduate School of Management-Michigan 2012 — 2015
Master of Business Administration (M.B.A.) CPA Emphasis, Accounting, 3.77
Eastern Michigan University
Bachelor of Business Administration (B.B.A.), Accounting
Mumford High School
Scott Halliwell, CFP® Scott Halliwell, CFP®'s Hantz Financial Experience October 1997 - October 1998
Job Financial Readiness Program Lead at The USAA Educational Foundation
Industry Financial Services
Experience
The USAA Educational Foundation March 2015 - Present
USAA January 2009 - March 2015
Charles Schwab March 2006 - January 2009
Citizens Investment Services February 2003 - March 2006
PNC March 2002 - February 2003
PNC December 2000 - March 2002
Ameriprise Financial Services, Inc. April 1999 - December 2000
Hantz Financial October 1997 - October 1998
Ameriprise Financial Services, Inc. April 1996 - October 1997
Ameriprise Financial Services, Inc. April 1993 - April 1996
Skills
Investments, Wealth, Financial Advisory, Series 7, Mutual Funds, Wealth Management, Public Speaking, Retirement Planning, Personal Financial..., Corporate Communications, Social Media, Financial Services, Strategic Planning, Series 63, Series 24, Insurance, Customer Service, Series 65, Project Management, Internal Communications, Banking, Writing, Personal Finance, Spokesperson
Education
Penn State University 1986 — 1990
Bachelor's degree, Accounting
The USAA Educational Foundation March 2015 - Present
USAA January 2009 - March 2015
Charles Schwab March 2006 - January 2009
Citizens Investment Services February 2003 - March 2006
PNC March 2002 - February 2003
PNC December 2000 - March 2002
Ameriprise Financial Services, Inc. April 1999 - December 2000
Hantz Financial October 1997 - October 1998
Ameriprise Financial Services, Inc. April 1996 - October 1997
Ameriprise Financial Services, Inc. April 1993 - April 1996
Skills
Investments, Wealth, Financial Advisory, Series 7, Mutual Funds, Wealth Management, Public Speaking, Retirement Planning, Personal Financial..., Corporate Communications, Social Media, Financial Services, Strategic Planning, Series 63, Series 24, Insurance, Customer Service, Series 65, Project Management, Internal Communications, Banking, Writing, Personal Finance, Spokesperson
Education
Penn State University 1986 — 1990
Bachelor's degree, Accounting
Sam Othman Sam Othman's Hantz Financial Experience February 2012 - July 2013
Job Supply Chain Analyst at General Motors
Industry Automotive
Experience
General Motors October 2014 - Present
Ford Motor Company January 2014 - October 2014
Comau July 2013 - January 2014
Hantz Financial February 2012 - July 2013
Darden April 2010 - October 2012
UBS May 2011 - August 2011
Skills
Training and Development, Marketing Strategy, Telemarketing, Public Speaking, Sales Presentations, Investment Strategies, Financial Analysis, Financial Risk, Financial Modeling, Microsoft Office, Relationship Marketing, Relationship Management, Analysis, Sales
Education
Oakland University 2008 — 2011
Bachelor of Science (BS), Finance, General
Northwood University 2007 — 2008
General Motors October 2014 - Present
Ford Motor Company January 2014 - October 2014
Comau July 2013 - January 2014
Hantz Financial February 2012 - July 2013
Darden April 2010 - October 2012
UBS May 2011 - August 2011
Skills
Training and Development, Marketing Strategy, Telemarketing, Public Speaking, Sales Presentations, Investment Strategies, Financial Analysis, Financial Risk, Financial Modeling, Microsoft Office, Relationship Marketing, Relationship Management, Analysis, Sales
Education
Oakland University 2008 — 2011
Bachelor of Science (BS), Finance, General
Northwood University 2007 — 2008
Benton Miller Benton Miller's Hantz Financial Experience April 2004 - September 2005
Job Financial Advisor, CUSO Financial Services, L.P. at DFCU Financial Partners
Industry Financial Services
Experience
DFCU Financial Partners May 2015 - Present
J.P. Morgan Securities LLC December 2011 - April 2015
JPMorgan Chase Bank October 2008 - November 2011
JPMorgan Chase Bank November 2005 - September 2008
Hantz Financial April 2004 - September 2005
Grand Valley State University September 2001 - April 2004
The Mobile Solution June 2003 - November 2003
The Ice Cream Man May 2003 - August 2003
B&R Booking June 2002 - August 2003
Skills
Management, Leadership, Microsoft Office, Customer Service, Finance, Microsoft Excel, Team Building, PowerPoint, Marketing, Social Networking, Series 7, Series 66, Series 63, Life Accident and Health, Property & Casualty..., MBA, Investments, Financial Services
Education
Cornerstone University 2007 — 2008
Master, Business Administration; Global Business
Grand Valley State University 2001 — 2004
Bachelors, Finance, Management
Benzie Central 1990 — 2000
DFCU Financial Partners May 2015 - Present
J.P. Morgan Securities LLC December 2011 - April 2015
JPMorgan Chase Bank October 2008 - November 2011
JPMorgan Chase Bank November 2005 - September 2008
Hantz Financial April 2004 - September 2005
Grand Valley State University September 2001 - April 2004
The Mobile Solution June 2003 - November 2003
The Ice Cream Man May 2003 - August 2003
B&R Booking June 2002 - August 2003
Skills
Management, Leadership, Microsoft Office, Customer Service, Finance, Microsoft Excel, Team Building, PowerPoint, Marketing, Social Networking, Series 7, Series 66, Series 63, Life Accident and Health, Property & Casualty..., MBA, Investments, Financial Services
Education
Cornerstone University 2007 — 2008
Master, Business Administration; Global Business
Grand Valley State University 2001 — 2004
Bachelors, Finance, Management
Benzie Central 1990 — 2000
James Mundy James Mundy's Hantz Financial Experience March 2003 - March 2005
Job Owner, CORE Financial Group
Industry Financial Services
Experience
CORE Financial Group January 2009 - Present
AXA Advisors March 2005 - June 2009
Hantz Financial March 2003 - March 2005
Tri-County Medical Clinic January 2002 - March 2003
Physiotherapy Associates 2001 - 2003
Education
University of Michigan-Flint 1998 — 2001
University of Michigan-Dearborn 1996 — 1998
Lake Orion high school 1994 — 1996
CORE Financial Group January 2009 - Present
AXA Advisors March 2005 - June 2009
Hantz Financial March 2003 - March 2005
Tri-County Medical Clinic January 2002 - March 2003
Physiotherapy Associates 2001 - 2003
Education
University of Michigan-Flint 1998 — 2001
University of Michigan-Dearborn 1996 — 1998
Lake Orion high school 1994 — 1996
Cody Crites Cody Crites's Hantz Financial Experience May 2011 - July 2011
Job Account Executive at Thom Cereske Allstate
Industry Financial Services
Experience
Thom Cereske Allstate March 2015 - Present
Estate Planning and Preservations April 2014 - August 2014
Allstate September 2013 - February 2014
Olivet College Intramural Department August 2009 - May 2013
Fresh Meadows Golf Course June 2012 - August 2012
Recreation Warehouse April 2008 - August 2012
Hantz Financial May 2011 - July 2011
Owosso High School July 2008 - October 2008
Skills
Insursance, Life & Health Insurance..., Customer Service, Microsoft Word, Cold Calling, Prospecting Skills, Team Leadership, Business Ethics, Training, Management, Time Management, Commercial Insurance, Public Speaking, Microsoft Excel, PowerPoint, Insurance
Education
Olivet College 2009 — 2013
Bachelor's degree, Financial Planning
Owosso High School 2005 — 2008
General
Thom Cereske Allstate March 2015 - Present
Estate Planning and Preservations April 2014 - August 2014
Allstate September 2013 - February 2014
Olivet College Intramural Department August 2009 - May 2013
Fresh Meadows Golf Course June 2012 - August 2012
Recreation Warehouse April 2008 - August 2012
Hantz Financial May 2011 - July 2011
Owosso High School July 2008 - October 2008
Skills
Insursance, Life & Health Insurance..., Customer Service, Microsoft Word, Cold Calling, Prospecting Skills, Team Leadership, Business Ethics, Training, Management, Time Management, Commercial Insurance, Public Speaking, Microsoft Excel, PowerPoint, Insurance
Education
Olivet College 2009 — 2013
Bachelor's degree, Financial Planning
Owosso High School 2005 — 2008
General
Jill Tullio Jill Tullio's Hantz Financial Experience June 2002 - May 2011
Job Financial Advisor
Industry Financial Services
Experience
Blumark June 2011 - Present
Hantz Financial June 2002 - May 2011
Skills
Estate Planning, Finance, Financial Services, Retirement Planning, Portfolio Management, Investment Advisory, Mutual Funds, Education Planning, Retirement, Debt Management, Asset Allocation
Education
University of Michigan
Bachelor of Science (B.S.), Business Administration
Blumark June 2011 - Present
Hantz Financial June 2002 - May 2011
Skills
Estate Planning, Finance, Financial Services, Retirement Planning, Portfolio Management, Investment Advisory, Mutual Funds, Education Planning, Retirement, Debt Management, Asset Allocation
Education
University of Michigan
Bachelor of Science (B.S.), Business Administration
Stephen Sitko Stephen Sitko's Hantz Financial Experience September 2011 - December 2011
Job PNC Aviation Finance
Industry Financial Services
Experience
PNC October 2013 - Present
PNC December 2012 - September 2013
PNC June 2012 - December 2012
Hantz Financial September 2011 - December 2011
Skills
Equipment Finance, Personal Financial..., Financial Risk
Education
Michigan State University 2008 — 2012
Bachelor of Arts (B.A.), Finance and Financial Management Services
PNC October 2013 - Present
PNC December 2012 - September 2013
PNC June 2012 - December 2012
Hantz Financial September 2011 - December 2011
Skills
Equipment Finance, Personal Financial..., Financial Risk
Education
Michigan State University 2008 — 2012
Bachelor of Arts (B.A.), Finance and Financial Management Services
Bryan Horning's Hantz Financial Experience June 2013 - September 2013
Job Retail Credit Analyst at TD Auto Finance
Industry Political Organization
Experience
TD Auto Finance September 2013 - Present
Hantz Financial June 2013 - September 2013
Mopar February 2012 - April 2012
Skills
Credit, Loans, Portfolio Management, Finance, Credit Analysis, Risk Management, Credit Risk, Financial Analysis, Banking, Commercial Lending, Mortgage Lending, Underwriting, Consumer Lending, Financial Risk, Relationship Management
Education
Eastern Michigan University 2010 — 2011
Bachelor of Arts, Political Science
TD Auto Finance September 2013 - Present
Hantz Financial June 2013 - September 2013
Mopar February 2012 - April 2012
Skills
Credit, Loans, Portfolio Management, Finance, Credit Analysis, Risk Management, Credit Risk, Financial Analysis, Banking, Commercial Lending, Mortgage Lending, Underwriting, Consumer Lending, Financial Risk, Relationship Management
Education
Eastern Michigan University 2010 — 2011
Bachelor of Arts, Political Science
Michael Gascon Michael Gascon's Hantz Financial Experience September 2006 - November 2013
Job Regional Sales Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2013 - Present
Hantz Financial September 2006 - November 2013
Skills
Series 7, Series 63, Life, Accident and..., Property & Casualty..., Retirement, Strategic Financial..., Risk Management, Retirement Planning, Insurance, Investments, Life Insurance, Tax, Financial Advisory, Estate Planning, Wealth, Financial Analysis, Finance, Financial Planning, Mutual Funds
Education
Grand Valley State University 2003 — 2006
Bachelors, Business Finance
Bay de Noc Community College 2002 — 2003
Ameriprise Financial Services, Inc. December 2013 - Present
Hantz Financial September 2006 - November 2013
Skills
Series 7, Series 63, Life, Accident and..., Property & Casualty..., Retirement, Strategic Financial..., Risk Management, Retirement Planning, Insurance, Investments, Life Insurance, Tax, Financial Advisory, Estate Planning, Wealth, Financial Analysis, Finance, Financial Planning, Mutual Funds
Education
Grand Valley State University 2003 — 2006
Bachelors, Business Finance
Bay de Noc Community College 2002 — 2003
Michael Cowan, J.D., LL.M. Michael Cowan, J.D., LL.M.'s Hantz Financial Experience July 2014 - September 2015
Job Compliance Specialist at Hantz Financial
Industry Law Practice
Experience
Hantz Financial July 2014 - September 2015
Office of Chief Counsel, Internal Revenue Service September 2011 - December 2011
Thomas M. Cooley Law School May 2010 - August 2010
Skills
Legal Research, Legal Writing, Tax Law, Income Tax, Tax Accounting, International Tax, Estate Tax Planning, Business Tax Planning, Tax Advisory, Corporate Tax Planning, Partnership Taxation, Corporate Tax, Employee Benefits, State Tax, Property Tax
Education
Thomas M. Cooley Law School 2012 — 2013
LL.M, Taxation, Magna Cum Laude (GPA: 3.67)
Thomas M. Cooley Law School 2008 — 2012
Doctor of Law (J.D.), Taxation, Cum Laude (Class Rank: 100 of 351, GPA: 3.11)
University of Michigan-Flint 2004 — 2008
Bachelor of Arts (B.A.), History/Political Science, Graduated with High Honors (GPA: 3.72)
Grand Blanc High School 2000 — 2004
High School Diploma, General Education, 3.5
Hantz Financial July 2014 - September 2015
Office of Chief Counsel, Internal Revenue Service September 2011 - December 2011
Thomas M. Cooley Law School May 2010 - August 2010
Skills
Legal Research, Legal Writing, Tax Law, Income Tax, Tax Accounting, International Tax, Estate Tax Planning, Business Tax Planning, Tax Advisory, Corporate Tax Planning, Partnership Taxation, Corporate Tax, Employee Benefits, State Tax, Property Tax
Education
Thomas M. Cooley Law School 2012 — 2013
LL.M, Taxation, Magna Cum Laude (GPA: 3.67)
Thomas M. Cooley Law School 2008 — 2012
Doctor of Law (J.D.), Taxation, Cum Laude (Class Rank: 100 of 351, GPA: 3.11)
University of Michigan-Flint 2004 — 2008
Bachelor of Arts (B.A.), History/Political Science, Graduated with High Honors (GPA: 3.72)
Grand Blanc High School 2000 — 2004
High School Diploma, General Education, 3.5
Phillip DeSantis Phillip DeSantis's Hantz Financial Experience January 2015 - Present
Job Financial Consultant at Hantz Financial
Industry Financial Services
Experience
Hantz Financial January 2015 - Present
Dennis F. DeSantis CPA PLLC February 2013 - Present
Hantz Financial May 2014 - December 2014
HockeyInk.com March 2012 - August 2014
Livonia Hockey Association September 2009 - February 2013
Education
University of Michigan-Dearborn 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance, 3.04
Stevenson High School 2006 — 2010
Hantz Financial January 2015 - Present
Dennis F. DeSantis CPA PLLC February 2013 - Present
Hantz Financial May 2014 - December 2014
HockeyInk.com March 2012 - August 2014
Livonia Hockey Association September 2009 - February 2013
Education
University of Michigan-Dearborn 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance, 3.04
Stevenson High School 2006 — 2010
Penelope Ann Treat Penelope Ann Treat's Hantz Financial Experience June 2002 - December 2002
Job Patient Service Rep 2 (records). at Martin Memorial Health Systems
Industry Health, Wellness and Fitness
Experience
Martin Health Systems December 2005 - Present
Best Move 2005 - 2005
Ritz Camera Centers January 2004 - May 2004
Hantz Group December 2002 - April 2003
Hantz Financial June 2002 - December 2002
The Kabbalah Centre January 1998 - June 2002
Univeral Automotive / Universal Brake Parts 1995 - 1998
Curt Granthen Photography June 1994 - August 1994
Skills
Customer Relations, Administration, Social Media, Writing, Photography, Excel, Volunteer work
Education
Wright College 1994 — 1994
Photography courses (for GREAT darkroom)
The School of the Art Institute of Chicago 1988 — 1992
Bachelor of Fine Art, Performance Art, Video, Photography, Sculpture, Ceramics.
College for Creative Studies 1987 — 1988
Bachelor of Fine Arts (BFA), Photography
Roeper 1984 — 1988
Diploma, Photography, high school curriculum
Martin Health Systems December 2005 - Present
Best Move 2005 - 2005
Ritz Camera Centers January 2004 - May 2004
Hantz Group December 2002 - April 2003
Hantz Financial June 2002 - December 2002
The Kabbalah Centre January 1998 - June 2002
Univeral Automotive / Universal Brake Parts 1995 - 1998
Curt Granthen Photography June 1994 - August 1994
Skills
Customer Relations, Administration, Social Media, Writing, Photography, Excel, Volunteer work
Education
Wright College 1994 — 1994
Photography courses (for GREAT darkroom)
The School of the Art Institute of Chicago 1988 — 1992
Bachelor of Fine Art, Performance Art, Video, Photography, Sculpture, Ceramics.
College for Creative Studies 1987 — 1988
Bachelor of Fine Arts (BFA), Photography
Roeper 1984 — 1988
Diploma, Photography, high school curriculum
Ravi Kahan's Hantz Financial Experience May 2007 - January 2009
Job Managing Partner at Creative Tax & Business
Industry Financial Services
Experience
Creative Tax & Business February 2009 - Present
Hantz Financial May 2007 - January 2009
Ameriprise Financial 2005 - 2006
Ameriprise Financial Advisors 2001 - 2005
Skills
Tax, Accounting, Management, Portfolio Management, Financial Analysis, Finance
Education
Boston University Questrom School of Business 1997 — 2001
BA, Finance
Barnstable 1992 — 1993
Creative Tax & Business February 2009 - Present
Hantz Financial May 2007 - January 2009
Ameriprise Financial 2005 - 2006
Ameriprise Financial Advisors 2001 - 2005
Skills
Tax, Accounting, Management, Portfolio Management, Financial Analysis, Finance
Education
Boston University Questrom School of Business 1997 — 2001
BA, Finance
Barnstable 1992 — 1993
Daniel Luther Daniel Luther's Hantz Financial Experience May 2014 - Present
Job Financial Advisor at Hantz Financial
Industry Financial Services
Experience
Hantz Financial May 2014 - Present
Regency Retirement Home at Whitmore Lake September 2003 - Present
Hantz Financial November 2013 - April 2014
Forsythe Bros. Services June 2009 - October 2013
Michigan State University Finance Association September 2011 - April 2013
Michigan State University Culinary Services November 2010 - May 2012
South Lyon High National Honor Society September 2008 - May 2010
St. Joseph Parish Youth Group September 2008 - May 2010
Kroger Company June 2008 - May 2010
Kroger Company June 2008 - May 2010
Skills
PowerPoint, Leadership, Customer Service, Teamwork
Education
Michigan State University 2010 — 2014
Finance, Economics, 3.51
South Lyon High School
3.9
Michigan State University
Finance
Hantz Financial May 2014 - Present
Regency Retirement Home at Whitmore Lake September 2003 - Present
Hantz Financial November 2013 - April 2014
Forsythe Bros. Services June 2009 - October 2013
Michigan State University Finance Association September 2011 - April 2013
Michigan State University Culinary Services November 2010 - May 2012
South Lyon High National Honor Society September 2008 - May 2010
St. Joseph Parish Youth Group September 2008 - May 2010
Kroger Company June 2008 - May 2010
Kroger Company June 2008 - May 2010
Skills
PowerPoint, Leadership, Customer Service, Teamwork
Education
Michigan State University 2010 — 2014
Finance, Economics, 3.51
South Lyon High School
3.9
Michigan State University
Finance
Nate VanDenBerge's Hantz Financial Experience May 2008 - June 2010
Job Helping Healthcare organizations find talent
Industry Information Technology and Services
Experience
TEKsystems January 2014 - Present
TEKsystems October 2011 - December 2013
TEKsystems June 2010 - October 2011
Hantz Financial May 2008 - June 2010
Holland Country Club April 2003 - August 2007
Education
Grand Valley State University 2004 — 2008
BBA, Finance
TEKsystems January 2014 - Present
TEKsystems October 2011 - December 2013
TEKsystems June 2010 - October 2011
Hantz Financial May 2008 - June 2010
Holland Country Club April 2003 - August 2007
Education
Grand Valley State University 2004 — 2008
BBA, Finance
Derek Damian's Hantz Financial Experience September 2013 - January 2014
Job Registered Representative at Lakeview Financial Consultants
Industry Financial Services
Experience
Lakeview Financial Consultants January 2014 - Present
Hantz Financial September 2013 - January 2014
7-Eleven September 2011 - July 2013
U-Haul International, Inc. May 2011 - September 2011
Skills
Client Liaison, Asset Management, Financial Analysis, Financial Planning, Microsoft Office, Microsoft Excel, Spreadsheets, Database Applications, Statistical Software, Statistical Modeling, Data Analysis, Report Writing, Statistics, Access, Quantitative Research, Microsoft Word, SQL, HTML, R
Education
Michigan State University 2009 — 2013
Bachelor's Degree, Statistics
Crestwood High School 2005 — 2009
High School
Lakeview Financial Consultants January 2014 - Present
Hantz Financial September 2013 - January 2014
7-Eleven September 2011 - July 2013
U-Haul International, Inc. May 2011 - September 2011
Skills
Client Liaison, Asset Management, Financial Analysis, Financial Planning, Microsoft Office, Microsoft Excel, Spreadsheets, Database Applications, Statistical Software, Statistical Modeling, Data Analysis, Report Writing, Statistics, Access, Quantitative Research, Microsoft Word, SQL, HTML, R
Education
Michigan State University 2009 — 2013
Bachelor's Degree, Statistics
Crestwood High School 2005 — 2009
High School
Mike Fisk Mike Fisk's Hantz Financial Experience 1998 - 2000
Job Chief Financial Officer at Dart Appraisal
Industry Financial Services
Experience
Dart Appraisal March 2015 - Present
Munder Capital Management April 2000 - January 2015
Hantz Financial 1998 - 2000
Tranex Financial / Intrepid Financial 1993 - 1998
Opportunites Industrialization Center of Metropolitan Saginaw 1990 - 1993
United Jersey Bank 1989 - 1990
National Bank of Detroit 1986 - 1989
Skills
Financial Modeling, Equities, Portfolio Management, Investments, Mutual Funds, Asset Management, Corporate Finance, Loans, Investment Advisory, Finance, Financial Analysis, Investment Strategies, Fixed Income, Asset Allocation, Mergers & Acquisitions, Financial Planning
Education
Wayne State University 1986 — 1988
MBA, Finance
Alma College 1982 — 1986
BA, Business / Economics
Dart Appraisal March 2015 - Present
Munder Capital Management April 2000 - January 2015
Hantz Financial 1998 - 2000
Tranex Financial / Intrepid Financial 1993 - 1998
Opportunites Industrialization Center of Metropolitan Saginaw 1990 - 1993
United Jersey Bank 1989 - 1990
National Bank of Detroit 1986 - 1989
Skills
Financial Modeling, Equities, Portfolio Management, Investments, Mutual Funds, Asset Management, Corporate Finance, Loans, Investment Advisory, Finance, Financial Analysis, Investment Strategies, Fixed Income, Asset Allocation, Mergers & Acquisitions, Financial Planning
Education
Wayne State University 1986 — 1988
MBA, Finance
Alma College 1982 — 1986
BA, Business / Economics
Dante Burch's Hantz Financial Experience January 2014 - April 2014
Job Commissions Analyst at Quicken Loans
Industry Accounting
Experience
Quicken Loans July 2014 - Present
Quicken Loans May 2014 - July 2014
Advanced Construction August 2013 - May 2014
Hantz Financial January 2014 - April 2014
Design Hawx LLC October 2011 - September 2012
Skills
Web Design, Advertising, User Interface Design, User Experience, CSS, WordPress, SEO, Web Development, Online Marketing, Social Media Marketing, Email Marketing, E-commerce, jQuery, Tax Preparation, Tax Accounting, Auditing
Education
Saginaw Valley State University - College of Business and Management 2007 — 2014
Bachelor of Professional Accountancy, Accounting and Computer Science, 3.0
Quicken Loans July 2014 - Present
Quicken Loans May 2014 - July 2014
Advanced Construction August 2013 - May 2014
Hantz Financial January 2014 - April 2014
Design Hawx LLC October 2011 - September 2012
Skills
Web Design, Advertising, User Interface Design, User Experience, CSS, WordPress, SEO, Web Development, Online Marketing, Social Media Marketing, Email Marketing, E-commerce, jQuery, Tax Preparation, Tax Accounting, Auditing
Education
Saginaw Valley State University - College of Business and Management 2007 — 2014
Bachelor of Professional Accountancy, Accounting and Computer Science, 3.0
Kyle MacDermaid Kyle MacDermaid's Hantz Financial Experience 2007 - 2007
Job Maker of Cool Things Infinite Web Design
Industry Internet
Experience
Paw Pods LLC 2012 - Present
Self Health Information Inc. June 2010 - Present
Infinite Web Design December 2008 - Present
Hired On The Spot.com March 2009 - January 2012
Command Transportation October 2007 - March 2009
Hantz Financial 2007 - 2007
Skills
jQuery, CSS, SEO, HTML, Web Development, Arabic, Databases, Logistics, Management, Operations Management, MySQL, Web Analytics, Website Development, Sales, E-commerce
Education
Michigan State University 2002 — 2007
Bachelor's, Finance
Paw Pods LLC 2012 - Present
Self Health Information Inc. June 2010 - Present
Infinite Web Design December 2008 - Present
Hired On The Spot.com March 2009 - January 2012
Command Transportation October 2007 - March 2009
Hantz Financial 2007 - 2007
Skills
jQuery, CSS, SEO, HTML, Web Development, Arabic, Databases, Logistics, Management, Operations Management, MySQL, Web Analytics, Website Development, Sales, E-commerce
Education
Michigan State University 2002 — 2007
Bachelor's, Finance
Connor Spence Connor Spence's Hantz Financial Experience May 2012 - July 2012
Job Area Sales Manager at FCA North America
Industry International Affairs
Experience
FCA - North America May 2015 - Present
FCA - North America September 2014 - May 2015
FCA - North America December 2013 - September 2014
FCA - North America April 2013 - August 2013
Hantz Financial May 2012 - July 2012
Freedom One July 2009 - January 2010
Skills
Automotive Inventory..., Distribution, Automotive Pricing, PowerPoint, Microsoft Excel, Dealer Networking, Business Objects, Marketing Strategy, Dealer Consulting
Education
Oakland University 2009 — 2013
Bachelor's, International Relations, 3.3
Our Lady of the Lakes 2005 — 2009
High School, 3.3
FCA - North America May 2015 - Present
FCA - North America September 2014 - May 2015
FCA - North America December 2013 - September 2014
FCA - North America April 2013 - August 2013
Hantz Financial May 2012 - July 2012
Freedom One July 2009 - January 2010
Skills
Automotive Inventory..., Distribution, Automotive Pricing, PowerPoint, Microsoft Excel, Dealer Networking, Business Objects, Marketing Strategy, Dealer Consulting
Education
Oakland University 2009 — 2013
Bachelor's, International Relations, 3.3
Our Lady of the Lakes 2005 — 2009
High School, 3.3
Daniel Lezotte Daniel Lezotte's Hantz Financial Experience September 2006 - October 2013
Job Clear Horizon Wealth Advisors an Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2013 - Present
Hantz Financial September 2006 - October 2013
ITT Technical Institute 2004 - 2006
Education
Albion College 1999 — 2003
Bachelor of Arts (BA), Business/Managerial Economics;Economics
Trenton High School 1995 — 1999
Ameriprise Financial Services, Inc. October 2013 - Present
Hantz Financial September 2006 - October 2013
ITT Technical Institute 2004 - 2006
Education
Albion College 1999 — 2003
Bachelor of Arts (BA), Business/Managerial Economics;Economics
Trenton High School 1995 — 1999
Nathan Byrwa Nathan Byrwa's Hantz Financial Experience May 2004 - July 2004
Job Manager, EY, Financial Crimes, ACAMS
Industry Financial Services
Experience
Ernst & Young May 2011 - Present
Starwood Hotels & Resorts Worldwide, Inc. March 2007 - June 2011
U.S. Bank February 2011 - May 2011
Bank of America January 2008 - February 2011
CME Group December 2006 - December 2007
ABN AMRO Bank N.V. May 2006 - October 2006
Quicken Loans August 2005 - December 2005
Hantz Financial May 2004 - July 2004
Skills
Portfolio Management, Finance, Financial Analysis, Business Analysis, Management Consulting, Corporate Finance, Treasury, Business Process..., Managerial Finance, Risk Management, Analysis, Anti Money Laundering, Banking
Education
Michigan State University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Ernst & Young May 2011 - Present
Starwood Hotels & Resorts Worldwide, Inc. March 2007 - June 2011
U.S. Bank February 2011 - May 2011
Bank of America January 2008 - February 2011
CME Group December 2006 - December 2007
ABN AMRO Bank N.V. May 2006 - October 2006
Quicken Loans August 2005 - December 2005
Hantz Financial May 2004 - July 2004
Skills
Portfolio Management, Finance, Financial Analysis, Business Analysis, Management Consulting, Corporate Finance, Treasury, Business Process..., Managerial Finance, Risk Management, Analysis, Anti Money Laundering, Banking
Education
Michigan State University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Brett Timmer's Hantz Financial Experience May 2010 - August 2010
Job Senior Credit Analyst/Banking Officer at Georgia Primary Bank
Industry Banking
Experience
Georgia Primary Bank August 2015 - Present
Chemical Bank July 2012 - August 2015
Hantz Financial May 2010 - August 2010
Koops, Inc. September 2009 - December 2009
Skills
Credit Analysis, Commercial Real Estate..., Banking, Credit, Microsoft Office, Revolving Lines of..., Equipment Loans, Commercial Real Estate, SBA 504, SBA, Call Memos, Analysis, Financial Analysis, Finance, Microsoft Word, Microsoft Excel, Training, Coaching, Account Management, Marketing, Customer Service, Human Resources, Data Analysis, Public Speaking, Research, Time Management
Education
Albion College 2008 — 2012
Bachelor of Arts, Major: Economics and Management Minor: Psychology
Georgia Primary Bank August 2015 - Present
Chemical Bank July 2012 - August 2015
Hantz Financial May 2010 - August 2010
Koops, Inc. September 2009 - December 2009
Skills
Credit Analysis, Commercial Real Estate..., Banking, Credit, Microsoft Office, Revolving Lines of..., Equipment Loans, Commercial Real Estate, SBA 504, SBA, Call Memos, Analysis, Financial Analysis, Finance, Microsoft Word, Microsoft Excel, Training, Coaching, Account Management, Marketing, Customer Service, Human Resources, Data Analysis, Public Speaking, Research, Time Management
Education
Albion College 2008 — 2012
Bachelor of Arts, Major: Economics and Management Minor: Psychology
Jason Kuennen's Hantz Financial Experience January 2003 - Present
Job Financial Advisor at Hantz Financial
Industry Financial Services
Experience
Hantz Financial January 2003 - Present
Skills
Investments, Strategy, Finance, Retirement Planning, Series 7, Retirement, Series 63, Strategic Financial..., Wealth Management, Investment Advisory, Estate Planning, Fixed Annuities, Uniform Combined State..., Insurance, Life Insurance, Financial Advisory, Portfolio Management, Financial Analysis, Asset Management, Asset Allocation, Loans, Credit, Mutual Funds, Investment Strategies, Securities, Trading, Series 65, 401k, Financial Modeling, Alternative Investments, College Savings Plans, Risk Management, Wealth Management..., Financial Services, Bonds, Health Insurance, Long Term Care Insurance, Variable Annuities, Employee Benefits, Equities, IRAs, 401k Rollovers, Financial Planners, Wealth Accumulation, 529 Plans, Saving for Education, Disability Insurance, Long-term Care, ETFs, Fixed Income
Education
Northwood University 2000 — 2004
Accounting, Major in Accounting, finance, Business Management, Minor in Economics, Mathematics, English
East Kentwood High School 1997 — 2000
Hantz Financial January 2003 - Present
Skills
Investments, Strategy, Finance, Retirement Planning, Series 7, Retirement, Series 63, Strategic Financial..., Wealth Management, Investment Advisory, Estate Planning, Fixed Annuities, Uniform Combined State..., Insurance, Life Insurance, Financial Advisory, Portfolio Management, Financial Analysis, Asset Management, Asset Allocation, Loans, Credit, Mutual Funds, Investment Strategies, Securities, Trading, Series 65, 401k, Financial Modeling, Alternative Investments, College Savings Plans, Risk Management, Wealth Management..., Financial Services, Bonds, Health Insurance, Long Term Care Insurance, Variable Annuities, Employee Benefits, Equities, IRAs, 401k Rollovers, Financial Planners, Wealth Accumulation, 529 Plans, Saving for Education, Disability Insurance, Long-term Care, ETFs, Fixed Income
Education
Northwood University 2000 — 2004
Accounting, Major in Accounting, finance, Business Management, Minor in Economics, Mathematics, English
East Kentwood High School 1997 — 2000
Ruben Fowlkes Ruben Fowlkes's Hantz Financial Experience June 2004 - February 2005
Job District Manger at Hantz Tax & Business, L.L.C.
Industry Accounting
Experience
Hantz Tax & Business, L.L.C. December 2009 - Present
Hantz Tax & Business L.L.C. November 2006 - November 2010
Hantz Tax & Business February 2005 - November 2006
Hantz Financial June 2004 - February 2005
Education
Michigan State University - The Eli Broad Graduate School of Management 2003 — 2004
MS, Accounting
Michigan State University 1997 — 2002
BA, Finance
Hantz Tax & Business, L.L.C. December 2009 - Present
Hantz Tax & Business L.L.C. November 2006 - November 2010
Hantz Tax & Business February 2005 - November 2006
Hantz Financial June 2004 - February 2005
Education
Michigan State University - The Eli Broad Graduate School of Management 2003 — 2004
MS, Accounting
Michigan State University 1997 — 2002
BA, Finance
Brian Milosevic Brian Milosevic's Hantz Financial Experience February 2001 - October 2008
Job VP Wealth Management / Financial Consultant @ Wealth Link LLC., A Financial Company
Industry Financial Services
Experience
Wealth Link LLC., A Financial Company October 2008 - Present
Hantz Financial February 2001 - October 2008
Hantz Group April 2003 - December 2007
Education
Northwood University 1996 — 2000
BBA, Banking & Finance, Economics, Business Management
Eisenhower High School 1993 — 1996
General, Business Focus
Wealth Link LLC., A Financial Company October 2008 - Present
Hantz Financial February 2001 - October 2008
Hantz Group April 2003 - December 2007
Education
Northwood University 1996 — 2000
BBA, Banking & Finance, Economics, Business Management
Eisenhower High School 1993 — 1996
General, Business Focus
Alex St. Clair's Hantz Financial Experience April 2010 - December 2011
Job Assistant Vice President at Hantz Bank
Industry Banking
Experience
Hantz Bank September 2014 - Present
Hantz Bank January 2012 - August 2014
Hantz Financial April 2010 - December 2011
Universal Truckload Services, Inc. ("Universal") June 2009 - April 2010
Skills
Credit, Accounts Receivable, Financial Analysis, Finance, Microsoft Excel, Portfolio Management, Microsoft Office, Equities, Investments, Microsoft Word, Banking, Financial Modeling, Corporate Finance, Credit Analysis, Accounting, Loans, Leadership, Customer Service
Education
Central Michigan University 2005 — 2009
Bachelor of Science (BS), Business Administation - Finance
Northville High School 2001 — 2005
General Studies
Hantz Bank September 2014 - Present
Hantz Bank January 2012 - August 2014
Hantz Financial April 2010 - December 2011
Universal Truckload Services, Inc. ("Universal") June 2009 - April 2010
Skills
Credit, Accounts Receivable, Financial Analysis, Finance, Microsoft Excel, Portfolio Management, Microsoft Office, Equities, Investments, Microsoft Word, Banking, Financial Modeling, Corporate Finance, Credit Analysis, Accounting, Loans, Leadership, Customer Service
Education
Central Michigan University 2005 — 2009
Bachelor of Science (BS), Business Administation - Finance
Northville High School 2001 — 2005
General Studies
Cara Podeszwik's Hantz Financial Experience February 2013 - September 2013
Job Group Benefits Analyst at Austin Benefits Group
Industry Financial Services
Experience
Austin Benefits Group January 2015 - Present
Hantz Benefits Services September 2014 - January 2015
Hantz Benefits Services September 2013 - January 2015
Hantz Financial February 2013 - September 2013
Hantz Financial January 2012 - February 2013
Hantz Financial September 2011 - January 2012
Skills
Time Management, Program Management, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Outlook, Data Entry, PowerPoint, Retirement Planning, Sales, Budgets, Enterprise Software, Benefits Administration, Licensed Life & Health..., Employee Benefits, Health Benefits..., Public Speaking, Team Building, Strategic Planning
Education
Schoolcraft College
Marketing
Austin Benefits Group January 2015 - Present
Hantz Benefits Services September 2014 - January 2015
Hantz Benefits Services September 2013 - January 2015
Hantz Financial February 2013 - September 2013
Hantz Financial January 2012 - February 2013
Hantz Financial September 2011 - January 2012
Skills
Time Management, Program Management, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Outlook, Data Entry, PowerPoint, Retirement Planning, Sales, Budgets, Enterprise Software, Benefits Administration, Licensed Life & Health..., Employee Benefits, Health Benefits..., Public Speaking, Team Building, Strategic Planning
Education
Schoolcraft College
Marketing
Logan Dodge Logan Dodge's Hantz Financial Experience December 2014 - Present
Job Financial Consultant at Hantz Financial Group
Industry Financial Services
Experience
Hantz Financial December 2014 - Present
Auto Owners Insurance May 2014 - December 2014
Ingham County Treasures Office October 2013 - May 2014
Cascades Ice Cream Co. April 2007 - August 2013
Skills
Customer Service, Process Scheduler, Research, Financial Analysis, Insurance, Financial Modeling, Accounting, Microsoft Excel, Finance, Analysis, Business Analysis, Property & Casualty..., Process Improvement, Access, Financial Reporting
Education
Michigan State University 2011 — 2014
Bachelor of Arts (B.A.), Finance, General, Senior
Jackson Community College 2009 — 2011
Associate of Arts (AA), General Studies
Hantz Financial December 2014 - Present
Auto Owners Insurance May 2014 - December 2014
Ingham County Treasures Office October 2013 - May 2014
Cascades Ice Cream Co. April 2007 - August 2013
Skills
Customer Service, Process Scheduler, Research, Financial Analysis, Insurance, Financial Modeling, Accounting, Microsoft Excel, Finance, Analysis, Business Analysis, Property & Casualty..., Process Improvement, Access, Financial Reporting
Education
Michigan State University 2011 — 2014
Bachelor of Arts (B.A.), Finance, General, Senior
Jackson Community College 2009 — 2011
Associate of Arts (AA), General Studies
Steve Ziarko Steve Ziarko's Hantz Financial Experience 2006 - 2007
Job Regional Vice President at Ash Brokerage specializing in Life Insurance | Relationship Building | Sales Strategies
Industry Financial Services
Experience
Ash Brokerage July 2012 - Present
FSA August 2011 - October 2012
Senior Life May 2011 - August 2011
MIE Financial June 2008 - January 2011
Hantz Financial 2006 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Life Insurance, Customer Service, Estate Planning, Term Life Insurance, Brokers, Underwriting, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Charitable Gift Planning, Key Person Insurance, Disability Insurance, Long Term Care Insurance, Negotiation, Permanent Life Insurance, Insurance, Universal Life, Long-term Care, Financial Planners, Financial Advisory, Retirement, Financial Services, Retirement Planning, Variable Annuities, Series 6, Health Insurance, Critical Illness, Series 63, 401k, Insurance Brokerage, Whole Life, Employee Benefits, Mutual Funds, Licensed Life & Health..., Buy-sell Agreements, IRAs, Strategic Financial..., Wealth Management, Property & Casualty..., Wealth, 401k Rollovers, Relationship Management, Roth IRA, High Net Worth..., Financial Planning
Education
Eastern Michigan University 2003 — 2007
Bachelor's degree, Communication
Oakland Community College 2010 — 2011
Associate's degree, EMT/ FireFighter Academy
Ash Brokerage July 2012 - Present
FSA August 2011 - October 2012
Senior Life May 2011 - August 2011
MIE Financial June 2008 - January 2011
Hantz Financial 2006 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Life Insurance, Customer Service, Estate Planning, Term Life Insurance, Brokers, Underwriting, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Charitable Gift Planning, Key Person Insurance, Disability Insurance, Long Term Care Insurance, Negotiation, Permanent Life Insurance, Insurance, Universal Life, Long-term Care, Financial Planners, Financial Advisory, Retirement, Financial Services, Retirement Planning, Variable Annuities, Series 6, Health Insurance, Critical Illness, Series 63, 401k, Insurance Brokerage, Whole Life, Employee Benefits, Mutual Funds, Licensed Life & Health..., Buy-sell Agreements, IRAs, Strategic Financial..., Wealth Management, Property & Casualty..., Wealth, 401k Rollovers, Relationship Management, Roth IRA, High Net Worth..., Financial Planning
Education
Eastern Michigan University 2003 — 2007
Bachelor's degree, Communication
Oakland Community College 2010 — 2011
Associate's degree, EMT/ FireFighter Academy
Eric Vredeveld's Hantz Financial Experience January 2014 - July 2015
Job Credit Analyst
Industry Financial Services
Experience
Gordon Food Service July 2015 - Present
Hantz Financial January 2014 - July 2015
Fifth Third Bank February 2010 - January 2014
Huntington National Bank August 2006 - February 2010
Skills
Loans, Loan Origination, Retail Banking, Sales, Finance, Credit, Banking, Mortgage Lending, Consumer Lending, Leadership, Credit Analysis, Commercial Banking, Small Business Lending
Education
Calvin College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business
Gordon Food Service July 2015 - Present
Hantz Financial January 2014 - July 2015
Fifth Third Bank February 2010 - January 2014
Huntington National Bank August 2006 - February 2010
Skills
Loans, Loan Origination, Retail Banking, Sales, Finance, Credit, Banking, Mortgage Lending, Consumer Lending, Leadership, Credit Analysis, Commercial Banking, Small Business Lending
Education
Calvin College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business
Gina Bilsky Gina Bilsky's Hantz Financial Experience November 2010 - July 2011
Job Secretary, SCI Management, Inc.
Industry Construction
Experience
SCI Management, Inc. January 1996 - Present
Hantz Financial November 2010 - July 2011
Hardee's Food Systems, Inc. June 1983 - December 1995
Hardee's Food Systems, Inc. 1983 - 1995
Skills
Word, PowerPoint, Excel, Administration, Microsoft Office, Administrative..., Marketing, Microsoft Excel, Microsoft Word, Office Management, Process Scheduler, Spreadsheets
Education
Michigan State University
Romeo High School
SCI Management, Inc. January 1996 - Present
Hantz Financial November 2010 - July 2011
Hardee's Food Systems, Inc. June 1983 - December 1995
Hardee's Food Systems, Inc. 1983 - 1995
Skills
Word, PowerPoint, Excel, Administration, Microsoft Office, Administrative..., Marketing, Microsoft Excel, Microsoft Word, Office Management, Process Scheduler, Spreadsheets
Education
Michigan State University
Romeo High School
John D. Pitz CFP, ChFC, CLU John D. Pitz CFP, ChFC, CLU's Hantz Financial Experience 1998 - 2003
Job Private Wealth Advisor at Ameriprise Financial Services, Inc., Pitz & Associates
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2003 - Present
Hantz Financial 1998 - 2003
American Express Financial Advisors 1995 - 1997
American Express Financial Advisors 1992 - 1995
Education
University of Michigan 1988 — 1992
B.A., Economics and Political Science
Ameriprise Financial Services, Inc. August 2003 - Present
Hantz Financial 1998 - 2003
American Express Financial Advisors 1995 - 1997
American Express Financial Advisors 1992 - 1995
Education
University of Michigan 1988 — 1992
B.A., Economics and Political Science
Markus Olson Markus Olson's Hantz Financial Experience May 2006 - February 2007
Job Financial Analyst at Newark element14
Industry Accounting
Experience
Constellation Brands March 2015 - Present
Newark element14 July 2012 - March 2015
Newark July 2009 - July 2012
Solo Cup Company March 2008 - December 2008
Hantz Financial May 2006 - February 2007
Skills
Credit, Time Management, Financial Analysis, Accounts Receivable, Microsoft Office, SQL, Forecasting, Financial Reporting, Budgets, SAP, Credit Analysis, Ad Hoc Reporting, Accounting, Customer Service, Financial Modeling, Analysis, Finance, Call Centers, Spreadsheets, Process Improvement
Education
Western Michigan University - Haworth College of Business 2004 — 2006
bachelors, Finance
Kalamazoo Valley Community College 2002 — 2004
Associates, Business
Constellation Brands March 2015 - Present
Newark element14 July 2012 - March 2015
Newark July 2009 - July 2012
Solo Cup Company March 2008 - December 2008
Hantz Financial May 2006 - February 2007
Skills
Credit, Time Management, Financial Analysis, Accounts Receivable, Microsoft Office, SQL, Forecasting, Financial Reporting, Budgets, SAP, Credit Analysis, Ad Hoc Reporting, Accounting, Customer Service, Financial Modeling, Analysis, Finance, Call Centers, Spreadsheets, Process Improvement
Education
Western Michigan University - Haworth College of Business 2004 — 2006
bachelors, Finance
Kalamazoo Valley Community College 2002 — 2004
Associates, Business
Omeed Veiseh's Hantz Financial Experience December 2010 - June 2012
Job Consultant at Centric Consulting
Industry Information Technology and Services
Experience
Centric Consulting June 2015 - Present
Amway May 2014 - August 2014
Hantz Financial December 2010 - June 2012
Arrowhead Productions May 2010 - October 2010
Down to Earth April 2007 - April 2010
Skills
Retirement Planning, Microsoft Excel, Financial Analysis, Strategic Financial..., Equities, Financial Modeling, Valuation, Investments, Wealth Management, Data Analysis, Financial Planning, Risk Management, Insurance, Project Management, Public Speaking
Education
Case Western Reserve University - Weatherhead School of Management 2013 — 2015
Master of Business Administration (MBA), 3.85
Grand Valley State University 2006 — 2010
Bachelor of Science (B.S.), Economics
Centric Consulting June 2015 - Present
Amway May 2014 - August 2014
Hantz Financial December 2010 - June 2012
Arrowhead Productions May 2010 - October 2010
Down to Earth April 2007 - April 2010
Skills
Retirement Planning, Microsoft Excel, Financial Analysis, Strategic Financial..., Equities, Financial Modeling, Valuation, Investments, Wealth Management, Data Analysis, Financial Planning, Risk Management, Insurance, Project Management, Public Speaking
Education
Case Western Reserve University - Weatherhead School of Management 2013 — 2015
Master of Business Administration (MBA), 3.85
Grand Valley State University 2006 — 2010
Bachelor of Science (B.S.), Economics
Angela Hodges's Hantz Financial Experience October 2012 - July 2013
Job Project Coordinator at Patterson Bryant Inc.
Industry Insurance
Experience
Patterson Bryant Group June 2014 - Present
Patterson Bryant Group October 2013 - May 2014
Hantz Financial October 2012 - July 2013
MetLife January 2012 - October 2012
Skills
Communication, Team Leadership, Organizational..., Child Development, Strategic Leadership, Web Content, Project Management, Project Coordination, Customer Service, Employee Benefits, Insurance, Life Insurance, Market Research, Teamwork, Training, Microsoft Excel, Microsoft Office, Human Resources, Microsoft Word, PowerPoint, Time Management, Team Building, Event Planning, Leadership, Health Insurance, Account Management, Social Media, Process Improvement, Outlook, Analysis, Program Management, New Business Development, Research
Education
Michigan State University 2005 — 2011
Bachelor of Science (B.S.), Human Development and Family Studies, General
Southfield High School 2001 — 2005
High School Diploma High Honors, High School/Secondary Diplomas and Certificates
Patterson Bryant Group June 2014 - Present
Patterson Bryant Group October 2013 - May 2014
Hantz Financial October 2012 - July 2013
MetLife January 2012 - October 2012
Skills
Communication, Team Leadership, Organizational..., Child Development, Strategic Leadership, Web Content, Project Management, Project Coordination, Customer Service, Employee Benefits, Insurance, Life Insurance, Market Research, Teamwork, Training, Microsoft Excel, Microsoft Office, Human Resources, Microsoft Word, PowerPoint, Time Management, Team Building, Event Planning, Leadership, Health Insurance, Account Management, Social Media, Process Improvement, Outlook, Analysis, Program Management, New Business Development, Research
Education
Michigan State University 2005 — 2011
Bachelor of Science (B.S.), Human Development and Family Studies, General
Southfield High School 2001 — 2005
High School Diploma High Honors, High School/Secondary Diplomas and Certificates
Carlton Watson Carlton Watson's Hantz Financial Experience 2005 - 2006
Job Attorney at Vandeveer Garzia, PC
Industry Law Practice
Experience
Vandeveer Garzia, PC March 2015 - Present
Third Judicial Circuit Court of Michigan October 2013 - February 2015
Gasiorek, Morgan, Greco & McCauley, P.C. April 2012 - September 2012
James C. Thomas, P.C. January 2012 - April 2012
State of Michigan- Department of Civil Rights September 2011 - December 2011
United States District Court for the Eastern District of Michigan July 2011 - August 2011
DTE Energy May 2011 - July 2011
Comerica Bank June 2007 - August 2010
Powerhouse Gym 2006 - 2007
Hantz Financial 2005 - 2006
Skills
Public Speaking, Legal Research, Non-profits, Mediation, Microsoft Excel, Microsoft Word, Microsoft Office, Legal Writing, Nonprofits, PowerPoint, Finance, Banking, Team Leadership, Policy, Analysis, Contract Negotiation, Leadership, Research, Westlaw, Corporate Law, Government, Outlook
Education
University of Detroit Mercy School of Law
Juris Doctor (JD)
Wayne State University
Master in Business Administration (MBA)
Eastern Michigan University
Bachelor of Business Administration (BBA)
Cass Technical High School
Vandeveer Garzia, PC March 2015 - Present
Third Judicial Circuit Court of Michigan October 2013 - February 2015
Gasiorek, Morgan, Greco & McCauley, P.C. April 2012 - September 2012
James C. Thomas, P.C. January 2012 - April 2012
State of Michigan- Department of Civil Rights September 2011 - December 2011
United States District Court for the Eastern District of Michigan July 2011 - August 2011
DTE Energy May 2011 - July 2011
Comerica Bank June 2007 - August 2010
Powerhouse Gym 2006 - 2007
Hantz Financial 2005 - 2006
Skills
Public Speaking, Legal Research, Non-profits, Mediation, Microsoft Excel, Microsoft Word, Microsoft Office, Legal Writing, Nonprofits, PowerPoint, Finance, Banking, Team Leadership, Policy, Analysis, Contract Negotiation, Leadership, Research, Westlaw, Corporate Law, Government, Outlook
Education
University of Detroit Mercy School of Law
Juris Doctor (JD)
Wayne State University
Master in Business Administration (MBA)
Eastern Michigan University
Bachelor of Business Administration (BBA)
Cass Technical High School
Anthony Canton Anthony Canton's Hantz Financial Experience April 2008 - April 2009
Job Account Manager at C.H. Robinson
Industry Logistics and Supply Chain
Experience
C.H. Robinson March 2014 - Present
New York Life Insurance Company March 2013 - March 2014
New York Life Insurance Company April 2009 - March 2013
Hantz Financial April 2008 - April 2009
Skills
Insurance, Mutual Funds, Fixed Annuities, Investments, Financial Services, Series 63, Series 7, Retirement Planning, CRM, Securities, Life Insurance, Retirement, Banking, Employee Benefits, Account Management, Logistics, Transportation..., Key Account Management, Sales, Strategy, Profit, Customer Service, Accountability
Education
The Ohio State University 2004 — 2008
Bachelor of Science (B.S.), Finance and Financial Management Services
C.H. Robinson March 2014 - Present
New York Life Insurance Company March 2013 - March 2014
New York Life Insurance Company April 2009 - March 2013
Hantz Financial April 2008 - April 2009
Skills
Insurance, Mutual Funds, Fixed Annuities, Investments, Financial Services, Series 63, Series 7, Retirement Planning, CRM, Securities, Life Insurance, Retirement, Banking, Employee Benefits, Account Management, Logistics, Transportation..., Key Account Management, Sales, Strategy, Profit, Customer Service, Accountability
Education
The Ohio State University 2004 — 2008
Bachelor of Science (B.S.), Finance and Financial Management Services
Gina Fugolo Gina Fugolo's Hantz Financial Experience September 2007 - May 2008
Job Property Coordinator at Watt Companies
Industry Real Estate
Experience
Watt Companies August 2013 - Present
Caruso Affiliated March 2013 - July 2013
GreenPath Debt Solutions June 2009 - March 2013
Hantz Financial Services May 2008 - June 2009
Hantz Financial September 2007 - May 2008
Skills
Customer Service, MRI Software, Microsoft Office, Credit, Research, Time Management, Adobe Acrobat, Problem Solving, Communication Skills, Social Networking, Writing, Document Management, Personal Finance, Office Administration, Office Management, Multi Tasking, Lines Of Credit, Collaboration, Team-oriented, Organization, Fast Learner, Fast Paced Environment, Creative Solutions
Education
Michigan State University 2002 — 2006
Bachelor of Arts (B.A.), Sociology, With Honor
Watt Companies August 2013 - Present
Caruso Affiliated March 2013 - July 2013
GreenPath Debt Solutions June 2009 - March 2013
Hantz Financial Services May 2008 - June 2009
Hantz Financial September 2007 - May 2008
Skills
Customer Service, MRI Software, Microsoft Office, Credit, Research, Time Management, Adobe Acrobat, Problem Solving, Communication Skills, Social Networking, Writing, Document Management, Personal Finance, Office Administration, Office Management, Multi Tasking, Lines Of Credit, Collaboration, Team-oriented, Organization, Fast Learner, Fast Paced Environment, Creative Solutions
Education
Michigan State University 2002 — 2006
Bachelor of Arts (B.A.), Sociology, With Honor
Michael Szuma CPA Michael Szuma CPA's Hantz Financial Experience January 2012 - February 2013
Job Accountant at Owens Corning
Industry Accounting
Experience
Owens Corning May 2015 - Present
Owens Corning February 2013 - May 2015
Hantz Financial January 2012 - February 2013
Beilharz Consulting, Inc. February 2010 - January 2012
Skills
GCFA, CPA, Accounts Payable, Accounting, Tax, QuickBooks, Account Reconciliation, Financial Statements, Accounts Receivable, Peachtree, SAP, Invoicing, Tax Returns, Microsoft Excel, 10Q, GIAC, Financial Reporting, Microsoft Office, Financial Analysis
Education
The Defiance College 2006 — 2010
Bachelor of Science (BS), Accounting, 3.61/4
The Defiance College 2006 — 2010
Bachelor of Arts (BA), Digital Forensics, 3.61/4
Owens Corning May 2015 - Present
Owens Corning February 2013 - May 2015
Hantz Financial January 2012 - February 2013
Beilharz Consulting, Inc. February 2010 - January 2012
Skills
GCFA, CPA, Accounts Payable, Accounting, Tax, QuickBooks, Account Reconciliation, Financial Statements, Accounts Receivable, Peachtree, SAP, Invoicing, Tax Returns, Microsoft Excel, 10Q, GIAC, Financial Reporting, Microsoft Office, Financial Analysis
Education
The Defiance College 2006 — 2010
Bachelor of Science (BS), Accounting, 3.61/4
The Defiance College 2006 — 2010
Bachelor of Arts (BA), Digital Forensics, 3.61/4
Liz Elder's Hantz Financial Experience June 2015 - August 2015
Job Financial Intern at Hantz Financial
Industry Accounting
Experience
Henry Ford Community College November 2013 - Present
Hantz Financial June 2015 - August 2015
American Pain & Spine Center, PC June 2013 - August 2013
Henry Ford Community College December 2012 - May 2013
Skills
Time Management, Microsoft Excel, Microsoft Office, PowerPoint, English, Customer Service, Microsoft Word, Interpersonal Skill, Organization, Team Leadership, Data Entry, Teamwork, Research, Interviews, Databases, Online Research, Management, Critical Thinking, Communication, Collaborative Problem..., Interpersonal..., Interpersonal Skills, People Skills, People-oriented
Education
University of Michigan-Dearborn 2013 — 2017
Bachelor's degree, Accounting
Henry Ford Community College 2011 — 2013
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Henry Ford Community College November 2013 - Present
Hantz Financial June 2015 - August 2015
American Pain & Spine Center, PC June 2013 - August 2013
Henry Ford Community College December 2012 - May 2013
Skills
Time Management, Microsoft Excel, Microsoft Office, PowerPoint, English, Customer Service, Microsoft Word, Interpersonal Skill, Organization, Team Leadership, Data Entry, Teamwork, Research, Interviews, Databases, Online Research, Management, Critical Thinking, Communication, Collaborative Problem..., Interpersonal..., Interpersonal Skills, People Skills, People-oriented
Education
University of Michigan-Dearborn 2013 — 2017
Bachelor's degree, Accounting
Henry Ford Community College 2011 — 2013
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Christopher Maisano's Hantz Financial Experience March 2011 - September 2011
Job Automotive Marketing and Management
Industry Marketing and Advertising
Experience
Quicken Loans 2015 - Present
Elite Entertainment March 2011 - Present
Hantz Financial March 2011 - September 2011
Great Expressions Dental Centers October 2009 - October 2010
Quicken Loans May 2009 - September 2009
Quicken Loans August 2005 - May 2009
Quicken Loans January 2005 - August 2005
Skills
Sales Management, Customer Service, Social Media, Leadership, Marketing, Training, CRM, Time Management, Credit, Software Documentation, Loans, Microsoft Office, Customer Satisfaction, PowerPoint, Sales, Analysis, Advertising, Social Networking, Event Planning, Marketing Strategy, Online Advertising, Event Management
Education
Northwood University 1999 — 2003
Bachelor of Business Administration, Automotive Marketing and Management
Quicken Loans 2015 - Present
Elite Entertainment March 2011 - Present
Hantz Financial March 2011 - September 2011
Great Expressions Dental Centers October 2009 - October 2010
Quicken Loans May 2009 - September 2009
Quicken Loans August 2005 - May 2009
Quicken Loans January 2005 - August 2005
Skills
Sales Management, Customer Service, Social Media, Leadership, Marketing, Training, CRM, Time Management, Credit, Software Documentation, Loans, Microsoft Office, Customer Satisfaction, PowerPoint, Sales, Analysis, Advertising, Social Networking, Event Planning, Marketing Strategy, Online Advertising, Event Management
Education
Northwood University 1999 — 2003
Bachelor of Business Administration, Automotive Marketing and Management
Chad Capp Chad Capp's Hantz Financial Experience May 2003 - Present
Job Family Office Consultant at Hantz Financial Services, Inc.
Industry Financial Services
Experience
Hantz Financial May 2003 - Present
Hantz Group 2002 - 2013
Information Systems September 1998 - December 2002
Skills
Estate Planning, Insurance, Fixed Annuities, Strategic Financial..., Investments, Customer Service, Microsoft Office, Public Speaking, Sales, Strategic Planning, Marketing, Process Improvement, Leadership Development, Microsoft Excel, Retirement, Retirement Planning, Series 63, Securities, Finance, Wealth Management, Asset Allocation
Education
Saginaw Valley State University 1997 — 2001
Communications, Management
Delta College 1996 — 1999
Hantz Financial May 2003 - Present
Hantz Group 2002 - 2013
Information Systems September 1998 - December 2002
Skills
Estate Planning, Insurance, Fixed Annuities, Strategic Financial..., Investments, Customer Service, Microsoft Office, Public Speaking, Sales, Strategic Planning, Marketing, Process Improvement, Leadership Development, Microsoft Excel, Retirement, Retirement Planning, Series 63, Securities, Finance, Wealth Management, Asset Allocation
Education
Saginaw Valley State University 1997 — 2001
Communications, Management
Delta College 1996 — 1999
Alex Siller Alex Siller's Hantz Financial Experience September 2013 - Present
Job Financial Consultant at Hantz Financial
Industry Financial Services
Experience
Hantz Financial September 2013 - Present
Waddell & Reed Financial Services May 2012 - May 2013
MSU Greenline October 2010 - October 2011
Skills
Series 7, Series 66, Wealth Management, Investment Advisory, Risk Management, Asset Management, Property & Casualty..., Life Insurance, Long Term Care Insurance, Health Insurance, Variable Products, Executive Benefit..., Business Planning
Education
Michigan State University 2008 — 2012
Bachelor's degree, Economics
Brother Rice High School 2004 — 2008
College Prep
Hantz Financial September 2013 - Present
Waddell & Reed Financial Services May 2012 - May 2013
MSU Greenline October 2010 - October 2011
Skills
Series 7, Series 66, Wealth Management, Investment Advisory, Risk Management, Asset Management, Property & Casualty..., Life Insurance, Long Term Care Insurance, Health Insurance, Variable Products, Executive Benefit..., Business Planning
Education
Michigan State University 2008 — 2012
Bachelor's degree, Economics
Brother Rice High School 2004 — 2008
College Prep
Nathan Nelsen Nathan Nelsen's Hantz Financial Experience May 2014 - March 2015
Job Student at Northwood University
Industry Banking
Experience
Madison Street Capital 2015 - Present
Hantz Financial May 2014 - March 2015
Northwestern Mutual June 2013 - September 2013
Skills
Time Management, Economics, Finance, Retirement Planning, Fixed Annuities, Wealth Accumulation, Investments, Banking, Financial Analysis, Microsoft Excel, Long Term Care Insurance, PowerPoint, Retirement, Disability Insurance, Loans
Education
Northwood University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Madison Street Capital 2015 - Present
Hantz Financial May 2014 - March 2015
Northwestern Mutual June 2013 - September 2013
Skills
Time Management, Economics, Finance, Retirement Planning, Fixed Annuities, Wealth Accumulation, Investments, Banking, Financial Analysis, Microsoft Excel, Long Term Care Insurance, PowerPoint, Retirement, Disability Insurance, Loans
Education
Northwood University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Todd E. Wolfe ChFC's Hantz Financial Experience February 1999 - February 2001
Job Brokerage Director at MassMutual Southeast Michigan
Industry Insurance
Experience
MassMutual Southeast Michigan January 2015 - Present
Genworth Financial October 2009 - January 2015
Financial Strategies Group LLP February 2009 - December 2009
Lincoln Financial Distributors February 2007 - February 2009
Invescor 2001 - 2006
Hantz Financial February 1999 - February 2001
Invescor LTD March 1998 - February 1999
Maple-Bates Associates, Inc. September 1996 - February 1998
The Detroit Financial Group December 1994 - September 1996
Skills
Fixed Annuities, Life Insurance, Long-term Care, Term Life Insurance, Insurance, Long Term Care Insurance, Series 6, Series 63, Universal Life, Whole Life, Insurance Brokerage, Retirement Planning, Life, Mutual Funds, Estate Planning, Variable Annuities, Disability Insurance, High Net Worth..., Financial Advisory, Financial Planners, Investments, Underwriting, Pensions, Strategy, Sales, Investment Strategies, Financial Services, Retirement, IRAs, 401k, Wealth Management, Financial Planning
Education
Michigan State University 1992 — 1994
BA, Finance
The American College
Chartered Financial Consultant Professional Designation
MassMutual Southeast Michigan January 2015 - Present
Genworth Financial October 2009 - January 2015
Financial Strategies Group LLP February 2009 - December 2009
Lincoln Financial Distributors February 2007 - February 2009
Invescor 2001 - 2006
Hantz Financial February 1999 - February 2001
Invescor LTD March 1998 - February 1999
Maple-Bates Associates, Inc. September 1996 - February 1998
The Detroit Financial Group December 1994 - September 1996
Skills
Fixed Annuities, Life Insurance, Long-term Care, Term Life Insurance, Insurance, Long Term Care Insurance, Series 6, Series 63, Universal Life, Whole Life, Insurance Brokerage, Retirement Planning, Life, Mutual Funds, Estate Planning, Variable Annuities, Disability Insurance, High Net Worth..., Financial Advisory, Financial Planners, Investments, Underwriting, Pensions, Strategy, Sales, Investment Strategies, Financial Services, Retirement, IRAs, 401k, Wealth Management, Financial Planning
Education
Michigan State University 1992 — 1994
BA, Finance
The American College
Chartered Financial Consultant Professional Designation
Adam Schiller Adam Schiller's Hantz Financial Experience May 2010 - June 2011
Job at Plante Moran
Industry Hospital & Health Care
Experience
Plante Moran June 2014 - Present
St. John Providence Health System December 2011 - June 2014
Hantz Bank June 2011 - December 2011
Hantz Financial May 2010 - June 2011
JPMorgan Chase June 2009 - March 2010
Hantz Financial June 2006 - June 2009
Red Run Golf Club April 1997 - August 2005
Skills
Building Business..., Finance, Portfolio Management, Multitasking Skills, Time Management, Train Others, Team-orientated, Retirement Planning, Investments, Management, Financial Analysis, Financial Planning, Insurance, Series 7, Customer Service
Education
Walsh College of Accountancy and Business Administration 2009 — 2011
Master's degree, Banking, Corporate, Finance, and Securities Law
Central Michigan University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Plante Moran June 2014 - Present
St. John Providence Health System December 2011 - June 2014
Hantz Bank June 2011 - December 2011
Hantz Financial May 2010 - June 2011
JPMorgan Chase June 2009 - March 2010
Hantz Financial June 2006 - June 2009
Red Run Golf Club April 1997 - August 2005
Skills
Building Business..., Finance, Portfolio Management, Multitasking Skills, Time Management, Train Others, Team-orientated, Retirement Planning, Investments, Management, Financial Analysis, Financial Planning, Insurance, Series 7, Customer Service
Education
Walsh College of Accountancy and Business Administration 2009 — 2011
Master's degree, Banking, Corporate, Finance, and Securities Law
Central Michigan University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Zachary Armstrong's Hantz Financial Experience May 2011 - August 2011
Job Advisor at Siena Wealth Advisors
Industry Investment Management
Experience
Siena Wealth Advisors September 2013 - Present
Benzinga January 2013 - May 2013
Behring Group May 2012 - August 2012
Hantz Financial May 2011 - August 2011
GreenStone Farm Credit Services May 2010 - November 2010
Skills
Financial Planning, Qualified Retirement..., Customer Service, Financial Modeling, Trading, Portfolio Management, Risk Management, Investments, Investment Management, Financial Markets, Risk Assessment, Microsoft Excel, Microsoft Office, Microsoft Word, Valuation, Equities, Finance, Macroeconomics, Technical Analysis, Financial Analysis, Cash Flow Forecasting, Investment Valuation, Money Management, Fundamental Analysis, Credit Analysis
Education
California Polytechnic State University-San Luis Obispo 2013 — 2013
Continuing Education, Finance, General
Michigan State University 2008 — 2012
Bachelor of Science (BS), Finance and Economics
Okemos High School 2005 — 2008
Siena Wealth Advisors September 2013 - Present
Benzinga January 2013 - May 2013
Behring Group May 2012 - August 2012
Hantz Financial May 2011 - August 2011
GreenStone Farm Credit Services May 2010 - November 2010
Skills
Financial Planning, Qualified Retirement..., Customer Service, Financial Modeling, Trading, Portfolio Management, Risk Management, Investments, Investment Management, Financial Markets, Risk Assessment, Microsoft Excel, Microsoft Office, Microsoft Word, Valuation, Equities, Finance, Macroeconomics, Technical Analysis, Financial Analysis, Cash Flow Forecasting, Investment Valuation, Money Management, Fundamental Analysis, Credit Analysis
Education
California Polytechnic State University-San Luis Obispo 2013 — 2013
Continuing Education, Finance, General
Michigan State University 2008 — 2012
Bachelor of Science (BS), Finance and Economics
Okemos High School 2005 — 2008
Brandon McCauley Brandon McCauley's Hantz Financial Experience July 2011 - Present
Job Financial Consultant at Hantz Financial
Industry Financial Services
Experience
Hantz Financial July 2011 - Present
Papa Romano's May 2008 - June 2011
Skills
Financial Planning, Management, Portfolio Management, Finance, Wealth Management, Insurance, Financial Modeling, Debt Consolidation, Retirement Plan..., Risk Management, Investments, Microsoft Office, Microsoft Excel, Customer Service
Education
Central Michigan University 2006 — 2011
Bachelor of Science (B.S.), Finance, General
Rochester High School
Rochester High School
Hantz Financial July 2011 - Present
Papa Romano's May 2008 - June 2011
Skills
Financial Planning, Management, Portfolio Management, Finance, Wealth Management, Insurance, Financial Modeling, Debt Consolidation, Retirement Plan..., Risk Management, Investments, Microsoft Office, Microsoft Excel, Customer Service
Education
Central Michigan University 2006 — 2011
Bachelor of Science (B.S.), Finance, General
Rochester High School
Rochester High School
Allison Crowder's Hantz Financial Experience July 2007 - January 2012
Job Field Operations Team Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. January 2012 - June 2015
Hantz Financial July 2007 - January 2012
Skills
Leadership, Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Insurance, Financial Services, Retirement, Management, Finance, Wealth Management
Education
Eastern Michigan University 2003 — 2007
Bachelor of Arts (B.A.), Elementary Education and Teaching
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. January 2012 - June 2015
Hantz Financial July 2007 - January 2012
Skills
Leadership, Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Insurance, Financial Services, Retirement, Management, Finance, Wealth Management
Education
Eastern Michigan University 2003 — 2007
Bachelor of Arts (B.A.), Elementary Education and Teaching
Paul Mallory Paul Mallory's Hantz Financial Experience July 2010 - December 2013
Job Sales Supervisor/Compliance Officer at Concorde Investment Services, LLC/Concorde Asset Management, LLC.
Industry Financial Services
Experience
Concorde Investment Services January 2014 - Present
Hantz Financial July 2010 - December 2013
CSSC Brokerage Services, Inc. March 2008 - August 2009
National City Bank February 2007 - March 2008
Skills
Series 7, Insurance, Series 24, Uniform Combined State..., Health Insurance, Securities, Mutual Funds, Investments, Investment Advisory, Retirement Planning, Retirement, Broker-Dealer Compliance, FINRA, Series 63, Series 65
Education
University of Michigan-Dearborn
B.A., History
Concorde Investment Services January 2014 - Present
Hantz Financial July 2010 - December 2013
CSSC Brokerage Services, Inc. March 2008 - August 2009
National City Bank February 2007 - March 2008
Skills
Series 7, Insurance, Series 24, Uniform Combined State..., Health Insurance, Securities, Mutual Funds, Investments, Investment Advisory, Retirement Planning, Retirement, Broker-Dealer Compliance, FINRA, Series 63, Series 65
Education
University of Michigan-Dearborn
B.A., History
Jennifer Tolmich Jennifer Tolmich's Hantz Financial Experience December 2006 - February 2007
Job Bank Transaction Analyst at ViSalus, Inc.
Industry Health, Wellness and Fitness
Experience
ViSalus September 2014 - Present
Lifestyle Lift February 2010 - August 2014
Lifestyle Lift February 2009 - February 2010
Hantz Group October 2008 - February 2009
Hantz Group June 2008 - October 2008
Hantz Group February 2007 - June 2008
Hantz Financial December 2006 - February 2007
Skills
Credit, Human Resources, Finance, Microsoft Excel
Education
Walsh College of Accountancy and Business Administration 2012 — 2015
Master of Accountancy, Accounting
Michigan State University 2001 — 2006
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Michigan State University 2001 — 2006
Bachelor of Arts (B.A.), Organizational and Interpersonal Communication
ViSalus September 2014 - Present
Lifestyle Lift February 2010 - August 2014
Lifestyle Lift February 2009 - February 2010
Hantz Group October 2008 - February 2009
Hantz Group June 2008 - October 2008
Hantz Group February 2007 - June 2008
Hantz Financial December 2006 - February 2007
Skills
Credit, Human Resources, Finance, Microsoft Excel
Education
Walsh College of Accountancy and Business Administration 2012 — 2015
Master of Accountancy, Accounting
Michigan State University 2001 — 2006
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Michigan State University 2001 — 2006
Bachelor of Arts (B.A.), Organizational and Interpersonal Communication
Jamie Wice Jamie Wice's Hantz Financial Experience July 2010 - February 2011
Job Manager at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2011 - Present
Jamie L. Williams, PLLC February 2009 - Present
Hantz Financial July 2010 - February 2011
Godfrey Wise Berg, CPAs and Advisors, LLC February 2009 - July 2010
Skills
Series 24, Notary Public, Series 7, Mutual Funds, Finance, Family Law
Education
Thomas M. Cooley Law School 2005 — 2008
Doctor of Law (J.D.)
Wayne State University 2002 — 2004
Master of Social Work (MSW)
University of Detroit Mercy 1997 — 2001
Bachelor of Arts (B.A.), Psychology
LPL Financial February 2011 - Present
Jamie L. Williams, PLLC February 2009 - Present
Hantz Financial July 2010 - February 2011
Godfrey Wise Berg, CPAs and Advisors, LLC February 2009 - July 2010
Skills
Series 24, Notary Public, Series 7, Mutual Funds, Finance, Family Law
Education
Thomas M. Cooley Law School 2005 — 2008
Doctor of Law (J.D.)
Wayne State University 2002 — 2004
Master of Social Work (MSW)
University of Detroit Mercy 1997 — 2001
Bachelor of Arts (B.A.), Psychology
Ann Rosenbery Ann Rosenbery's Hantz Financial Experience March 2014 - Present
Job Property & Casualty Lead Coordinator at Hantz Financial
Industry Insurance
Experience
Hantz Financial March 2014 - Present
American Cancer Society July 2013 - March 2014
Huntington National Bank April 2012 - January 2013
Farm Bureau Insurance of Michigan August 2010 - February 2012
Hantz Financial December 2008 - August 2010
Haslett Public Schools September 2002 - December 2008
Skills
Property & Casualty..., Commercial Insurance, Series 7, Series 63, Direct Sales, Sales, Account Management, Insurance, Health Insurance, General Insurance, Life Insurance, Disability Insurance, Casualty, Umbrella Insurance, Term Life Insurance, Liability, Professional Liability, Employee Benefits, Telemarketing
Education
Spring Arbor University 2002 — 2004
Continuing Education, Elementary Education and Teaching
Eastern Michigan University 1985 — 1990
Bachelor of Science (B.S.), Elementary Education and Teaching
Hantz Financial March 2014 - Present
American Cancer Society July 2013 - March 2014
Huntington National Bank April 2012 - January 2013
Farm Bureau Insurance of Michigan August 2010 - February 2012
Hantz Financial December 2008 - August 2010
Haslett Public Schools September 2002 - December 2008
Skills
Property & Casualty..., Commercial Insurance, Series 7, Series 63, Direct Sales, Sales, Account Management, Insurance, Health Insurance, General Insurance, Life Insurance, Disability Insurance, Casualty, Umbrella Insurance, Term Life Insurance, Liability, Professional Liability, Employee Benefits, Telemarketing
Education
Spring Arbor University 2002 — 2004
Continuing Education, Elementary Education and Teaching
Eastern Michigan University 1985 — 1990
Bachelor of Science (B.S.), Elementary Education and Teaching
Violeta Golematis's Hantz Financial Experience November 2003 - April 2008
Job Director of Treasury at Universal Truckload Services
Industry Transportation/Trucking/Railroad
Experience
Universal Truckload Services December 2008 - Present
H & R Block Financial Advisors April 2008 - November 2008
Hantz Financial November 2003 - April 2008
Skills
Accounting, Financial Reporting, Access, Microsoft Excel, Process Improvement, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Financial Analysis, Accounts Receivable, Forecasting, Risk Management, Financial Modeling, Budgets, System Administration, Customer Service, Payroll, Strategic Planning, Auditing, Finance, Operations Management, Leadership, Management, Inventory Management, Time Management, Training, Logistics, Analysis, Administration, Pricing
Education
Wayne State University
Master's of Science in Taxation, Accounting/Taxation/Business Management
Wayne State University 2001 — 2003
Bachelor's of Science Degree in Business Administration, Major in Accounting
Henry Ford Community College 1998 — 2000
Associate's Degree in Business & Associate's Degree in Liberal Arts, Concentration in Accounting & Business Management
Universal Truckload Services December 2008 - Present
H & R Block Financial Advisors April 2008 - November 2008
Hantz Financial November 2003 - April 2008
Skills
Accounting, Financial Reporting, Access, Microsoft Excel, Process Improvement, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Financial Analysis, Accounts Receivable, Forecasting, Risk Management, Financial Modeling, Budgets, System Administration, Customer Service, Payroll, Strategic Planning, Auditing, Finance, Operations Management, Leadership, Management, Inventory Management, Time Management, Training, Logistics, Analysis, Administration, Pricing
Education
Wayne State University
Master's of Science in Taxation, Accounting/Taxation/Business Management
Wayne State University 2001 — 2003
Bachelor's of Science Degree in Business Administration, Major in Accounting
Henry Ford Community College 1998 — 2000
Associate's Degree in Business & Associate's Degree in Liberal Arts, Concentration in Accounting & Business Management
Lindsay Hulett Lindsay Hulett's Hantz Financial Experience October 2006 - May 2008
Job Accountant, ViSalus Sciences
Industry Health, Wellness and Fitness
Experience
ViSalus 2014 - Present
Detroit Thermal, LLC June 2008 - January 2014
Hantz Financial October 2006 - May 2008
Skills
Process Improvement, Budgets, Accounting, Microsoft Office, Strategic Financial..., Tax, Financial Analysis, Strategic Planning, Analysis, Customer Service, Contract Negotiation, Accounts Payable, Microsoft Word
Education
Wayne State University 2003 — 2006
Bachelor of Science, Business
Henry Ford Community College 2001 — 2003
Associates, Business Management
ViSalus 2014 - Present
Detroit Thermal, LLC June 2008 - January 2014
Hantz Financial October 2006 - May 2008
Skills
Process Improvement, Budgets, Accounting, Microsoft Office, Strategic Financial..., Tax, Financial Analysis, Strategic Planning, Analysis, Customer Service, Contract Negotiation, Accounts Payable, Microsoft Word
Education
Wayne State University 2003 — 2006
Bachelor of Science, Business
Henry Ford Community College 2001 — 2003
Associates, Business Management
Tyler Cochran Tyler Cochran's Hantz Financial Experience June 2012 - July 2012
Job SEC Reporting Analyst
Industry Accounting
Experience
NiSource January 2015 - Present
KPMG July 2014 - January 2015
KPMG US January 2013 - June 2014
Hantz Financial June 2012 - July 2012
Insource Spend Management Group May 2010 - August 2010
Black River Music Group June 2008 - July 2008
Skills
Accounting, Management, Managerial Finance, Financial Analysis, Microsoft Excel, Microsoft Office, Customer Service, Public Speaking, Budgets, Underwriting, Microsoft Word, PowerPoint, Market Research, Negotiation, Financial Statements, Tax, Business Development
Education
Hillsdale College 2009 — 2012
Bachelor of the Arts, Accounting
Eastern Michigan University 2008 — 2009
Bachelor of the Arts, Undecided
NiSource January 2015 - Present
KPMG July 2014 - January 2015
KPMG US January 2013 - June 2014
Hantz Financial June 2012 - July 2012
Insource Spend Management Group May 2010 - August 2010
Black River Music Group June 2008 - July 2008
Skills
Accounting, Management, Managerial Finance, Financial Analysis, Microsoft Excel, Microsoft Office, Customer Service, Public Speaking, Budgets, Underwriting, Microsoft Word, PowerPoint, Market Research, Negotiation, Financial Statements, Tax, Business Development
Education
Hillsdale College 2009 — 2012
Bachelor of the Arts, Accounting
Eastern Michigan University 2008 — 2009
Bachelor of the Arts, Undecided
Mathieu Dube, MBA CPA's Hantz Financial Experience May 2001 - August 2001
Job Deputy Chief Financial Officer
Industry Government Administration
Experience
Wayne County Michigan June 2015 - Present
State of Michigan Department of Treasury May 2012 - June 2015
Saginaw Valley State University June 2011 - August 2012
Weinlander Fitzhugh CPAs January 2011 - April 2012
Weinlander Fitzhugh CPAs December 2005 - January 2011
LB Transportation 2002 - 2003
Hantz Financial May 2001 - August 2001
Skills
Auditing, Non-profits, Governmental GAAP, Governmental Accounting, Tax, Tax Preparation, Government, Government Accounting, GAAP, Accounting, Nonprofits, Financial Accounting, Finance, Financial Reporting, Internal Controls, General Ledger, Account Reconciliation, QuickBooks, Management, Financial Analysis, Microsoft Excel, Public Speaking, Budgets, Strategic Planning
Education
Saginaw Valley State University 2003 — 2005
Bachelors Professional Accountancy
Central Michigan University 1999 — 2001
MBA, Information Systems Management
Alma College 1995 — 1999
BS, Biology
Mt. Pleasant High School 1991 — 1995
High School Diploma
Wayne County Michigan June 2015 - Present
State of Michigan Department of Treasury May 2012 - June 2015
Saginaw Valley State University June 2011 - August 2012
Weinlander Fitzhugh CPAs January 2011 - April 2012
Weinlander Fitzhugh CPAs December 2005 - January 2011
LB Transportation 2002 - 2003
Hantz Financial May 2001 - August 2001
Skills
Auditing, Non-profits, Governmental GAAP, Governmental Accounting, Tax, Tax Preparation, Government, Government Accounting, GAAP, Accounting, Nonprofits, Financial Accounting, Finance, Financial Reporting, Internal Controls, General Ledger, Account Reconciliation, QuickBooks, Management, Financial Analysis, Microsoft Excel, Public Speaking, Budgets, Strategic Planning
Education
Saginaw Valley State University 2003 — 2005
Bachelors Professional Accountancy
Central Michigan University 1999 — 2001
MBA, Information Systems Management
Alma College 1995 — 1999
BS, Biology
Mt. Pleasant High School 1991 — 1995
High School Diploma
Todd Schuster Todd Schuster's Hantz Financial Experience 2006 - 2012
Job Financial Consultant at QOLity Financial
Industry Financial Services
Experience
QOLity Financial October 2014 - Present
Thrivent Financial for Lutherans May 2012 - October 2014
Hantz Financial 2006 - 2012
Skills
Retirement Income..., Retirement Planning, Estate Planning, Investment Strategies, Investment Advisory, Portfolio Management, Wealth Management, Securities, Mutual Funds, Life Insurance, Long-term Care, Insurance, Tax Planning, Social Security, Retirement
Education
Oakland University 1988 — 1990
Business/Corporate Communications
GMI Engineering & Management Institute 1984 — 1986
Mechanical Engineering
QOLity Financial October 2014 - Present
Thrivent Financial for Lutherans May 2012 - October 2014
Hantz Financial 2006 - 2012
Skills
Retirement Income..., Retirement Planning, Estate Planning, Investment Strategies, Investment Advisory, Portfolio Management, Wealth Management, Securities, Mutual Funds, Life Insurance, Long-term Care, Insurance, Tax Planning, Social Security, Retirement
Education
Oakland University 1988 — 1990
Business/Corporate Communications
GMI Engineering & Management Institute 1984 — 1986
Mechanical Engineering
Riley Andren Riley Andren's Hantz Financial Experience January 2014 - Present
Job Financial Consultant at Hantz Group
Industry Financial Services
Experience
Hantz Financial January 2014 - Present
Oakland University September 2009 - May 2014
Hurexon December 2012 - December 2013
Bordine's Nursery May 2013 - September 2013
mBank September 2011 - July 2012
Applied Technology in Business (ATiB) Program September 2011 - April 2012
Self-Employed August 2010 - August 2011
Meijer October 2004 - June 2011
Skills
Real Estate, Commercial Real Estate, Real Estate Economics, Real Estate Financing, Team Leadership, Financial Analysis, Options, Portfolio Management, Accounting, Investment Properties, Investment Strategies, Microsoft Excel, Negotiation, Team Building, Statistics, Public Speaking, Long/Short Equity, Contract Negotiation, Credit Analysis, Microsoft Word, Apartments, Start-ups, Hedge Funds, Commercial Banking, Capital Markets, Word, Options Strategies, Excel, Futures
Education
Oakland University 2009 — 2013
B.S., Economics, Mathematics
Hantz Financial January 2014 - Present
Oakland University September 2009 - May 2014
Hurexon December 2012 - December 2013
Bordine's Nursery May 2013 - September 2013
mBank September 2011 - July 2012
Applied Technology in Business (ATiB) Program September 2011 - April 2012
Self-Employed August 2010 - August 2011
Meijer October 2004 - June 2011
Skills
Real Estate, Commercial Real Estate, Real Estate Economics, Real Estate Financing, Team Leadership, Financial Analysis, Options, Portfolio Management, Accounting, Investment Properties, Investment Strategies, Microsoft Excel, Negotiation, Team Building, Statistics, Public Speaking, Long/Short Equity, Contract Negotiation, Credit Analysis, Microsoft Word, Apartments, Start-ups, Hedge Funds, Commercial Banking, Capital Markets, Word, Options Strategies, Excel, Futures
Education
Oakland University 2009 — 2013
B.S., Economics, Mathematics
Matt Saagman Matt Saagman's Hantz Financial Experience November 2011 - October 2012
Job Home Health Care Partner
Industry Hospital & Health Care
Experience
Haven Home Health Care March 2014 - Present
Family Home Health Services March 2013 - February 2014
Moosejaw Mountaineering October 2012 - September 2013
Hantz Financial November 2011 - October 2012
Skills
Organizational..., Task-oriented, Adaptability, Adept problem-solver, Fast Learner, Organization, Licensing, Process Focused, Teamwork, Outdoor Industry, Outdoors, Communication Skills, Time Management, Marketing, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Customer Satisfaction, Public Speaking, Sales
Education
University of Michigan 2007 — 2011
Bachelor's degree, Communication and Media Studies
Haven Home Health Care March 2014 - Present
Family Home Health Services March 2013 - February 2014
Moosejaw Mountaineering October 2012 - September 2013
Hantz Financial November 2011 - October 2012
Skills
Organizational..., Task-oriented, Adaptability, Adept problem-solver, Fast Learner, Organization, Licensing, Process Focused, Teamwork, Outdoor Industry, Outdoors, Communication Skills, Time Management, Marketing, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Customer Satisfaction, Public Speaking, Sales
Education
University of Michigan 2007 — 2011
Bachelor's degree, Communication and Media Studies
Marilyn Konvolinka Marilyn Konvolinka's Hantz Financial Experience September 2004 - Present
Job Financial Planner at Hantz Financial
Industry Financial Services
Experience
Hantz Financial September 2004 - Present
Skills
Strategic Financial..., Retirement, Wealth Management, Investment Advisory, Investments, Portfolio Management, Financial Analysis, Life Insurance, Insurance, Financial Modeling, Credit, Disability Insurance, Customer Service, Financial Planning, Mutual Funds, Retirement Planning
Education
Michigan State University 2000 — 2004
Bachelor of Arts, Finance
Michigan State University 2000 — 2004
Hantz Financial September 2004 - Present
Skills
Strategic Financial..., Retirement, Wealth Management, Investment Advisory, Investments, Portfolio Management, Financial Analysis, Life Insurance, Insurance, Financial Modeling, Credit, Disability Insurance, Customer Service, Financial Planning, Mutual Funds, Retirement Planning
Education
Michigan State University 2000 — 2004
Bachelor of Arts, Finance
Michigan State University 2000 — 2004
Pete Gothard's Hantz Financial Experience July 2010 - June 2011
Job Financial Analyst Xerox Consultant Company Inc.
Industry Computer Software
Experience
Xerox June 2011 - Present
Hantz Financial July 2010 - June 2011
Gothard Excavating Inc. May 2003 - August 2009
Skills
Finance, Investments, Accounting
Education
Central Michigan University 2006 — 2010
Bachelor of Science, Finance
Xerox June 2011 - Present
Hantz Financial July 2010 - June 2011
Gothard Excavating Inc. May 2003 - August 2009
Skills
Finance, Investments, Accounting
Education
Central Michigan University 2006 — 2010
Bachelor of Science, Finance
Cassandra Potter's Hantz Financial Experience January 2014 - May 2014
Job Audit Associate at Deloitte
Industry Accounting
Experience
Deloitte September 2014 - Present
Hantz Financial January 2014 - May 2014
Skills
Budgets, Japanese, Japanese culture, Microsoft Office, Accounting, Microsoft Excel, Customer Service, Japanese Language..., Public Speaking, Team Leadership, Social Media, PowerPoint, Strategic Planning, JSOX, US GAAP, Financial Statement..., Market Research, Financial Reporting, Tax, Microsoft Word, Auditing, Financial Analysis
Education
Michigan State University 2012 — 2014
Bachelor of Science (BS), Accounting, 3.8/4.0
Lansing Community College 2008 — 2011
General Associates, Concentration in Japanese, 3.2/4.0
Deloitte September 2014 - Present
Hantz Financial January 2014 - May 2014
Skills
Budgets, Japanese, Japanese culture, Microsoft Office, Accounting, Microsoft Excel, Customer Service, Japanese Language..., Public Speaking, Team Leadership, Social Media, PowerPoint, Strategic Planning, JSOX, US GAAP, Financial Statement..., Market Research, Financial Reporting, Tax, Microsoft Word, Auditing, Financial Analysis
Education
Michigan State University 2012 — 2014
Bachelor of Science (BS), Accounting, 3.8/4.0
Lansing Community College 2008 — 2011
General Associates, Concentration in Japanese, 3.2/4.0
Amanda Saagman Amanda Saagman's Hantz Financial Experience 2011 - September 2013
Job Executive Assistant at Gem Asset Management
Industry Financial Services
Experience
Gem Asset Management May 2015 - Present
The Inn at St. John's September 2013 - May 2014
Hantz Financial 2011 - September 2013
Skills
Customer Service, Microsoft Excel, Customer Satisfaction, Event Planning, Marketing, Microsoft Office, Sales, Social Media, Team Building, Sales Management, Marketing Strategy, Event Management, Strategic Planning, Hospitality, Hospitality Industry
Education
University of Michigan 2004 — 2008
Bachelor of Science (B.S.), Movement Science
Gem Asset Management May 2015 - Present
The Inn at St. John's September 2013 - May 2014
Hantz Financial 2011 - September 2013
Skills
Customer Service, Microsoft Excel, Customer Satisfaction, Event Planning, Marketing, Microsoft Office, Sales, Social Media, Team Building, Sales Management, Marketing Strategy, Event Management, Strategic Planning, Hospitality, Hospitality Industry
Education
University of Michigan 2004 — 2008
Bachelor of Science (B.S.), Movement Science
J.B. L'Esperance, ChFC's Hantz Financial Experience November 1999 - September 2001
Job Principal at Barking Sands Capital
Industry Investment Management
Experience
Barking Sands Capital May 2015 - Present
The L'Esperance Group, LLC February 2003 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network January 2002 - December 2003
Hantz Financial November 1999 - September 2001
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Finance, Estate Planning, Investments, Portfolio Management, Investment Management, Investment Advisory, Financial Advisory, Financial Planning, Financial Planners, 401k, IRAs, Creating Financial Plans, Insurance Design, Alternative Investments
Education
Lake Superior State University 1996 — 2001
Bachelor of Science, Accounting & Finance
Duluth East High School 1992 — 1994
Two Harbors High School 1990 — 1992
Barking Sands Capital May 2015 - Present
The L'Esperance Group, LLC February 2003 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network January 2002 - December 2003
Hantz Financial November 1999 - September 2001
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Finance, Estate Planning, Investments, Portfolio Management, Investment Management, Investment Advisory, Financial Advisory, Financial Planning, Financial Planners, 401k, IRAs, Creating Financial Plans, Insurance Design, Alternative Investments
Education
Lake Superior State University 1996 — 2001
Bachelor of Science, Accounting & Finance
Duluth East High School 1992 — 1994
Two Harbors High School 1990 — 1992
Judesther Marc's Hantz Financial Experience August 2007 - December 2007
Job Senior Business Consultant at Big Squid Interactive
Industry Management Consulting
Experience
Big Squid Interactive May 2015 - Present
Dominion Enterprises January 2014 - May 2015
Chartway Federal Credit Union February 2012 - December 2013
BB&T July 2009 - January 2012
Willamette Management Associates February 2008 - June 2009
Atlanta Alterations - Saint F Marc Le Couturier May 2006 - January 2009
Hantz Financial August 2007 - December 2007
Skills
Financial Analysis, Risk Management, Commercial Lending, Valuation, Financial Modeling, Strategic Financial..., Finance, Credit, Loans, Analysis, Investments, Mergers & Acquisitions, Strategy, Forecasting, Banking, Financial Reporting, Portfolio Management, Budgets, Cash Management, Process Improvement, Financial Services, Corporate Finance, Financial Risk, Credit Analysis, Management, Financial Planning
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2009
BBA, Finance and Managerial Sciences
Investment Banking Institute 2007 — 2007
Certificate, Comprehensive Financial Modeling and Valuation Analysis
Boston Latin School 2000 — 2004
High School - College Prep
BB&T University
Leadership Development Program - Business Track
Big Squid Interactive May 2015 - Present
Dominion Enterprises January 2014 - May 2015
Chartway Federal Credit Union February 2012 - December 2013
BB&T July 2009 - January 2012
Willamette Management Associates February 2008 - June 2009
Atlanta Alterations - Saint F Marc Le Couturier May 2006 - January 2009
Hantz Financial August 2007 - December 2007
Skills
Financial Analysis, Risk Management, Commercial Lending, Valuation, Financial Modeling, Strategic Financial..., Finance, Credit, Loans, Analysis, Investments, Mergers & Acquisitions, Strategy, Forecasting, Banking, Financial Reporting, Portfolio Management, Budgets, Cash Management, Process Improvement, Financial Services, Corporate Finance, Financial Risk, Credit Analysis, Management, Financial Planning
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2009
BBA, Finance and Managerial Sciences
Investment Banking Institute 2007 — 2007
Certificate, Comprehensive Financial Modeling and Valuation Analysis
Boston Latin School 2000 — 2004
High School - College Prep
BB&T University
Leadership Development Program - Business Track
Jeremiah Burns's Hantz Financial Experience December 2010 - December 2012
Job Community Relations Manager
Industry Hospital & Health Care
Experience
Hospice Advantage, LLC January 2013 - Present
Hantz Financial December 2010 - December 2012
Hantz Tax & Business November 2008 - December 2010
Hantz Financial December 2007 - November 2008
Saginaw Spirit Hockey Club October 2003 - December 2007
Northwood University September 2002 - December 2007
Abbott & Emmel Consulting January 2007 - August 2007
Saginaw Golf Centre September 2006 - January 2007
Skills
Series 7, Leadership, Customer Service, Marketing, Sales, Strategy, Financial Analysis, Management, Strategic Planning, Budgets, Marketing Strategy, Training, Public Speaking, Time Management, Business Planning, Recruiting, Sales Management, Forecasting, Account Management, Customer Satisfaction, Nonprofits
Education
Northwood University - DeVos Graduate School 2006 — 2007
MBA, Finance, Behavior, Marketing, Strategy, Operations, Accounting, Economics
Northwood University 2002 — 2006
Entertainment Sport and Promotions Management, Facility Management, General Business, Marketing, Economics, Finance, Accounting
Hospice Advantage, LLC January 2013 - Present
Hantz Financial December 2010 - December 2012
Hantz Tax & Business November 2008 - December 2010
Hantz Financial December 2007 - November 2008
Saginaw Spirit Hockey Club October 2003 - December 2007
Northwood University September 2002 - December 2007
Abbott & Emmel Consulting January 2007 - August 2007
Saginaw Golf Centre September 2006 - January 2007
Skills
Series 7, Leadership, Customer Service, Marketing, Sales, Strategy, Financial Analysis, Management, Strategic Planning, Budgets, Marketing Strategy, Training, Public Speaking, Time Management, Business Planning, Recruiting, Sales Management, Forecasting, Account Management, Customer Satisfaction, Nonprofits
Education
Northwood University - DeVos Graduate School 2006 — 2007
MBA, Finance, Behavior, Marketing, Strategy, Operations, Accounting, Economics
Northwood University 2002 — 2006
Entertainment Sport and Promotions Management, Facility Management, General Business, Marketing, Economics, Finance, Accounting
Stephanie Rivera, Esq.'s Hantz Financial Experience July 2014 - February 2015
Job Attorney at Hewson & Van Hellemont P.C.
Industry Law Practice
Experience
Hewson & Van Hellemont, P.C. February 2015 - Present
Hantz Financial July 2014 - February 2015
MING May 2013 - October 2013
MAHLE Behr USA January 2013 - April 2013
State Farm Insurance August 2011 - August 2012
JPMorgan Chase Bank June 2006 - August 2011
Ameriprise Financial Services, Inc. September 2005 - May 2006
Skills
Legal Research, Banking, Legal Writing, Securities, Investments, Insurance, Legal Contract Review, Spanish, Bilingual, Financial Services, Corporate Governance, Contractual Agreements, Corporate Finance, Document Review, Legal Issues, Finance, Legal Compliance, Securities Regulation, Mutual Funds, Financial Regulation
Education
Thomas M. Cooley Law School 2010 — 2013
Juris Doctor, Law
University of Michigan 2000 — 2004
Bachelor of Arts (B.A.)
Hewson & Van Hellemont, P.C. February 2015 - Present
Hantz Financial July 2014 - February 2015
MING May 2013 - October 2013
MAHLE Behr USA January 2013 - April 2013
State Farm Insurance August 2011 - August 2012
JPMorgan Chase Bank June 2006 - August 2011
Ameriprise Financial Services, Inc. September 2005 - May 2006
Skills
Legal Research, Banking, Legal Writing, Securities, Investments, Insurance, Legal Contract Review, Spanish, Bilingual, Financial Services, Corporate Governance, Contractual Agreements, Corporate Finance, Document Review, Legal Issues, Finance, Legal Compliance, Securities Regulation, Mutual Funds, Financial Regulation
Education
Thomas M. Cooley Law School 2010 — 2013
Juris Doctor, Law
University of Michigan 2000 — 2004
Bachelor of Arts (B.A.)
Jamie Racine's Hantz Financial Experience 2002 - Present
Job Senior Vice President at Hantz Financial
Industry Financial Services
Experience
Hantz Financial 2002 - Present
Education
Eastern Michigan University
Hantz Financial 2002 - Present
Education
Eastern Michigan University
Dave Seidel CFP, ChFC's Hantz Financial Experience January 2000 - Present
Job Vice President at Hantz Financial
Industry Financial Services
Experience
Hantz Financial January 2000 - Present
Education
Northwood University - DeVos Graduate School 2005 — 2006
MBA, Business
Western Michigan University - Haworth College of Business 1995 — 1999
Hantz Financial January 2000 - Present
Education
Northwood University - DeVos Graduate School 2005 — 2006
MBA, Business
Western Michigan University - Haworth College of Business 1995 — 1999
David Lindley's Hantz Financial Experience 2003 - 2005
Job Client Service Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust October 2011 - Present
JPMorgan Chase April 2008 - October 2011
JPMorgan 2005 - April 2008
Hantz Financial 2003 - 2005
Skills
Financial Analysis, Risk Management, Investments, Customer Relations, Series 7, Series 63, Strategic Financial..., Bloomberg, Portfolio Management, Wealth Management, Banking, Financial Modeling, Trading, Equities, Fixed Income, Securities, Process Improvement, Business Analysis, Sales, Analysis, Asset Managment, Finance, Options, Customer Service, Financial Services
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Finance and Financial Management Services
Albion College 1999 — 2003
Bachelor of Arts (B.A.), Business/Managerial Economics
Northern Trust October 2011 - Present
JPMorgan Chase April 2008 - October 2011
JPMorgan 2005 - April 2008
Hantz Financial 2003 - 2005
Skills
Financial Analysis, Risk Management, Investments, Customer Relations, Series 7, Series 63, Strategic Financial..., Bloomberg, Portfolio Management, Wealth Management, Banking, Financial Modeling, Trading, Equities, Fixed Income, Securities, Process Improvement, Business Analysis, Sales, Analysis, Asset Managment, Finance, Options, Customer Service, Financial Services
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Finance and Financial Management Services
Albion College 1999 — 2003
Bachelor of Arts (B.A.), Business/Managerial Economics
Benjamin Labadie's Hantz Financial Experience 2004 - 2005
Job Private Client Advisor, JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. June 2005 - Present
Hantz Financial 2004 - 2005
Education
Albion College 2000 — 2004
Bachelor of Arts (B.A.), Economics and Management
JP Morgan Chase Bank, N.A. June 2005 - Present
Hantz Financial 2004 - 2005
Education
Albion College 2000 — 2004
Bachelor of Arts (B.A.), Economics and Management
Joseph McKeon's Hantz Financial Experience June 2010 - Present
Job Financial Consultant at Hantz Financial Services
Industry Financial Services
Experience
Hantz Financial June 2010 - Present
Hantz Group May 2009 - June 2010
Max Broock Realtors May 2008 - September 2008
College Works Painting February 2006 - September 2006
Skills
Business Strategy, Business Planning, Networking, Property & Casualty..., Life Insurance, Umbrella Insurance, Term Life Insurance, Disability Insurance, Commercial Insurance, Health Insurance, Investment Advisory, Alternative Investments, Estate Planning, Real Estate, Personal Tax Planning, Business Tax Planning, High Net Worth..., Retirement Planning, Investments, Strategic Financial...
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
University of Michigan 2005 — 2009
BBA, Business
North Farmington High School 2001 — 2005
High School, 4.0
Hantz Financial June 2010 - Present
Hantz Group May 2009 - June 2010
Max Broock Realtors May 2008 - September 2008
College Works Painting February 2006 - September 2006
Skills
Business Strategy, Business Planning, Networking, Property & Casualty..., Life Insurance, Umbrella Insurance, Term Life Insurance, Disability Insurance, Commercial Insurance, Health Insurance, Investment Advisory, Alternative Investments, Estate Planning, Real Estate, Personal Tax Planning, Business Tax Planning, High Net Worth..., Retirement Planning, Investments, Strategic Financial...
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
University of Michigan 2005 — 2009
BBA, Business
North Farmington High School 2001 — 2005
High School, 4.0
Tom Lanning's Hantz Financial Experience April 2007 - April 2008
Job Vice President, Premier Banker
Industry Financial Services
Experience
SunTrust June 2015 - Present
Merrill Lynch October 2013 - December 2014
Chemical Bank December 2009 - October 2013
National City May 2008 - December 2009
Hantz Financial April 2007 - April 2008
Skills
Credit, Banking, Wealth Management, Finance, Loans, Consumer Lending, Commercial Banking, Retail Banking, Mortgage Lending, Credit Analysis, Small Business Lending, Commercial Lending, Loan Origination, Mortgage Banking, Refinance, Branch Management, Cross Selling, Portfolio Management, Credit Risk, FHA, Risk Management, Residential Mortgages
Education
Northwood University 1996 — 2001
SunTrust June 2015 - Present
Merrill Lynch October 2013 - December 2014
Chemical Bank December 2009 - October 2013
National City May 2008 - December 2009
Hantz Financial April 2007 - April 2008
Skills
Credit, Banking, Wealth Management, Finance, Loans, Consumer Lending, Commercial Banking, Retail Banking, Mortgage Lending, Credit Analysis, Small Business Lending, Commercial Lending, Loan Origination, Mortgage Banking, Refinance, Branch Management, Cross Selling, Portfolio Management, Credit Risk, FHA, Risk Management, Residential Mortgages
Education
Northwood University 1996 — 2001
Diana Murelli's Hantz Financial Experience Advanced Financial AdvisorAmerican Express Financial AdvisorsFebruary 1987 - October 1997
Job Advanced Planner at Hantz Financial
Industry Financial Services
Experience
Hantz Financial Advanced Financial AdvisorAmerican Express Financial AdvisorsFebruary 1987 - October 1997
Education
University of Massachusetts Boston 1978 — 1981
Hantz Financial Advanced Financial AdvisorAmerican Express Financial AdvisorsFebruary 1987 - October 1997
Education
University of Massachusetts Boston 1978 — 1981
Jessica Warner's Hantz Financial Experience September 2006 - February 2008
Job Commercial Account Executive at The Craft Agency
Industry Insurance
Experience
The Craft Agency February 2008 - Present
Hantz Financial September 2006 - February 2008
Key Bank May 2003 - December 2005
Skills
Commerical Insurance, Licensed Property &..., Individual and Group..., Customer Service, Insurance, Group Life, Property & Casualty..., Commercial Insurance, Health Insurance, Life Insurance, Disability Insurance, Liability, General Insurance, Sales, Microsoft Office, Underwriting, Professional Liability, Workers Compensation, Employee Benefits
Education
Central Michigan University 2002 — 2006
Bachelor of Science, Personal Financial Planning
The Craft Agency February 2008 - Present
Hantz Financial September 2006 - February 2008
Key Bank May 2003 - December 2005
Skills
Commerical Insurance, Licensed Property &..., Individual and Group..., Customer Service, Insurance, Group Life, Property & Casualty..., Commercial Insurance, Health Insurance, Life Insurance, Disability Insurance, Liability, General Insurance, Sales, Microsoft Office, Underwriting, Professional Liability, Workers Compensation, Employee Benefits
Education
Central Michigan University 2002 — 2006
Bachelor of Science, Personal Financial Planning
Nick Rasmussen,CFP®, CRPC®, CAP®, FIC's Hantz Financial Experience 2001 - 2006
Job Financial Consultant
Industry Financial Services
Experience
Thrivent Financial 2011 - Present
Ameriprise Financial 2010 - 2011
RiverSource a division of Ameriprise Financial 2006 - 2010
Hantz Financial 2001 - 2006
Education
Northwood University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Dual Major: Banking and Finance/Business Management
Thrivent Financial 2011 - Present
Ameriprise Financial 2010 - 2011
RiverSource a division of Ameriprise Financial 2006 - 2010
Hantz Financial 2001 - 2006
Education
Northwood University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Dual Major: Banking and Finance/Business Management
Bill Cantrell's Hantz Financial Experience June 1999 - January 2004
Job Principal at OnPoint Financial Strategies LLC
Industry Financial Services
Experience
OnPoint Financial Strategies LLC August 2010 - Present
WillIam H Cantrell January 2010 - October 2011
Home Instead Senior Care May 2006 - December 2009
CBIZ January 2004 - March 2007
Hantz Financial June 1999 - January 2004
American Express Financial Advisors November 1989 - June 1999
National City Bank June 1972 - November 1987
Skills
Estate Planning, Long-term Care, Retirement Planning, Retirement, Investments, Strategic Financial..., Small Business, Insurance, Strategic Planning, Employee Benefits, Succession Planning, Financial Advisory, Coaching, Tax, Wealth, Financial Planners, Entrepreneurship, 401k, Management, Wealth Management..., Mutual Funds, Finance, Tax Preparation, Trusts, Wealth Management, Business Planning, Estate Tax Planning, Mergers & Acquisitions, Financial Planning, Executive Management, Life Insurance
Education
Heidelberg University 1999 — 1999
ACCOUNTING
American University 1970 — 1972
MBA FINANCE STUDY
Purdue University 1964 — 1969
BSIM, Industrial Economics
OnPoint Financial Strategies LLC August 2010 - Present
WillIam H Cantrell January 2010 - October 2011
Home Instead Senior Care May 2006 - December 2009
CBIZ January 2004 - March 2007
Hantz Financial June 1999 - January 2004
American Express Financial Advisors November 1989 - June 1999
National City Bank June 1972 - November 1987
Skills
Estate Planning, Long-term Care, Retirement Planning, Retirement, Investments, Strategic Financial..., Small Business, Insurance, Strategic Planning, Employee Benefits, Succession Planning, Financial Advisory, Coaching, Tax, Wealth, Financial Planners, Entrepreneurship, 401k, Management, Wealth Management..., Mutual Funds, Finance, Tax Preparation, Trusts, Wealth Management, Business Planning, Estate Tax Planning, Mergers & Acquisitions, Financial Planning, Executive Management, Life Insurance
Education
Heidelberg University 1999 — 1999
ACCOUNTING
American University 1970 — 1972
MBA FINANCE STUDY
Purdue University 1964 — 1969
BSIM, Industrial Economics
Patricia Quigley's Hantz Financial Experience May 2013 - Present
Job Financial Planning Consultant at Hantz Financial
Industry Financial Services
Experience
Hantz Financial May 2013 - Present
Flagstar Bank October 2010 - Present
Skills
Credit, Loans, Commercial Lending, Banking, Financial Analysis, Portfolio Management, Finance, Investments, Leadership
Education
Wayne State University 2012 — 2014
Master of Business Administration (MBA), Finance, General
University of Michigan-Dearborn 2002 — 2007
Bachelors of Arts, Economics
Hantz Financial May 2013 - Present
Flagstar Bank October 2010 - Present
Skills
Credit, Loans, Commercial Lending, Banking, Financial Analysis, Portfolio Management, Finance, Investments, Leadership
Education
Wayne State University 2012 — 2014
Master of Business Administration (MBA), Finance, General
University of Michigan-Dearborn 2002 — 2007
Bachelors of Arts, Economics
Kirk Pentecost's Hantz Financial Experience August 2013 - Present
Job Financial Consultant at HantzGroup
Industry Financial Services
Experience
Hantz Financial August 2013 - Present
Skills
Financial Analysis, Finance, Accounting, Financial Modeling, Analysis, Mergers & Acquisitions, Strategic Planning, Portfolio Management, Investments, Corporate Finance, Strategic Financial..., Valuation, Investment Banking, Training, Financial Planning, Project Management
Education
Eastern Michigan University 2007 — 2011
M.B.A.
University of Michigan 2004 — 2007
B.S.
Investment Banking Institute 2010 — 2010
Analyst
Albion College 2003 — 2004
Hantz Financial August 2013 - Present
Skills
Financial Analysis, Finance, Accounting, Financial Modeling, Analysis, Mergers & Acquisitions, Strategic Planning, Portfolio Management, Investments, Corporate Finance, Strategic Financial..., Valuation, Investment Banking, Training, Financial Planning, Project Management
Education
Eastern Michigan University 2007 — 2011
M.B.A.
University of Michigan 2004 — 2007
B.S.
Investment Banking Institute 2010 — 2010
Analyst
Albion College 2003 — 2004
Bill Korte's Hantz Financial Experience January 2010 - Present
Job Vice President Retirement Services at Hantz Financial
Industry Financial Services
Experience
Hantz Financial January 2010 - Present
Hantz Financial 2006 - January 2010
Comerica Bank July 1972 - February 2006
Skills
401k, Retirement Planning, Series 7, Series 63, Wealth Management, Retirement, Investments, Uniform Combined State..., Mutual Funds, Fixed Annuities, Investment Advisory, Finance
Education
University of Detroit Mercy
Bachelor of Business Administration (BBA), Accounting and Finance
Hantz Financial January 2010 - Present
Hantz Financial 2006 - January 2010
Comerica Bank July 1972 - February 2006
Skills
401k, Retirement Planning, Series 7, Series 63, Wealth Management, Retirement, Investments, Uniform Combined State..., Mutual Funds, Fixed Annuities, Investment Advisory, Finance
Education
University of Detroit Mercy
Bachelor of Business Administration (BBA), Accounting and Finance
Sabrina Hitchcock's Hantz Financial Experience June 2004 - August 2005
Job Sales Manager at Suburban Cadillac Buick
Industry Automotive
Experience
Suburban Collection August 2005 - Present
Hantz Financial June 2004 - August 2005
West Marine April 1997 - August 2002
Skills
Sales, Sales Process, Customer Retention, Automotive, E-commerce, Vehicles, Account Management, Training, Customer Satisfaction, Automobile, Profit, Sales Management, Microsoft Word, Sales Operations, Automotive Aftermarket
Education
Northwood University 2000 — 2004
BBA, Automotive Marketing and International Business
Suburban Collection August 2005 - Present
Hantz Financial June 2004 - August 2005
West Marine April 1997 - August 2002
Skills
Sales, Sales Process, Customer Retention, Automotive, E-commerce, Vehicles, Account Management, Training, Customer Satisfaction, Automobile, Profit, Sales Management, Microsoft Word, Sales Operations, Automotive Aftermarket
Education
Northwood University 2000 — 2004
BBA, Automotive Marketing and International Business
Robin Ebendick, CPA, MST's Hantz Financial Experience June 2011 - Present
Job CPA, Hantz Tax & Business, LLC
Industry Financial Services
Experience
Hantz Financial June 2011 - Present
Self-Employed CPA 1994 - Present
KPMG LLP 2008 - 2011
Deloitte 2006 - 2008
Internal Revenue Service 1988 - 1994
Skills
Analysis, Tax, Internal Controls, Financial Analysis, Auditing, Financial Reporting, Accounting, Financial Planners, CPA, Income Tax, Tax Preparation, Tax Accounting
Education
Wayne State University 2005 — 2009
Masters, Taxation, Accounting, Internal Auditing
University of Michigan 1979 — 1983
BBA, Marketing, Accounting
Hantz Financial June 2011 - Present
Self-Employed CPA 1994 - Present
KPMG LLP 2008 - 2011
Deloitte 2006 - 2008
Internal Revenue Service 1988 - 1994
Skills
Analysis, Tax, Internal Controls, Financial Analysis, Auditing, Financial Reporting, Accounting, Financial Planners, CPA, Income Tax, Tax Preparation, Tax Accounting
Education
Wayne State University 2005 — 2009
Masters, Taxation, Accounting, Internal Auditing
University of Michigan 1979 — 1983
BBA, Marketing, Accounting
Jeffrey Spiteri's Hantz Financial Experience August 2009 - January 2011
Job Codification Analyst at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company May 2011 - Present
Hantz Financial August 2009 - January 2011
American Paving Design 1999 - 2000
Education
Albion College 1998 — 2002
Bachelor's, Speech Communication
Ford Motor Company May 2011 - Present
Hantz Financial August 2009 - January 2011
American Paving Design 1999 - 2000
Education
Albion College 1998 — 2002
Bachelor's, Speech Communication
Maria Bongiovanni's Hantz Financial Experience October 2006 - May 2012
Job Financial Advisor
Industry Financial Services
Experience
Secure Asset Management, LLC May 2012 - Present
Hantz Financial October 2006 - May 2012
Skills
Retirement Planning, Series 63, Series 7, Strategic Financial..., Time Management, Wealth Management, Securities
Education
Grand Valley State University 2002 — 2006
Bachelor of Business Administration (BBA), Finance
Secure Asset Management, LLC May 2012 - Present
Hantz Financial October 2006 - May 2012
Skills
Retirement Planning, Series 63, Series 7, Strategic Financial..., Time Management, Wealth Management, Securities
Education
Grand Valley State University 2002 — 2006
Bachelor of Business Administration (BBA), Finance
Mike Carmouche's Hantz Financial Experience January 1998 - Present
Job Advanced Planning Specialist
Industry Financial Services
Experience
Hantz Financial January 1998 - Present
Skills
Mutual Funds, Portfolio Management, CLU, ChFC, Retirement Planning, Accounting, Certified Financial..., Management, Leadership, Cross-functional Team..., Process Improvement
Education
Northwood University - DeVos Graduate School 2007 — 2009
MBA
Hantz Financial January 1998 - Present
Skills
Mutual Funds, Portfolio Management, CLU, ChFC, Retirement Planning, Accounting, Certified Financial..., Management, Leadership, Cross-functional Team..., Process Improvement
Education
Northwood University - DeVos Graduate School 2007 — 2009
MBA
Ken Elkins's Hantz Financial Experience January 1998 - September 1999
Job Accountant/Financial Consultant at W.R. Thompson, P.C.
Industry Accounting
Experience
South Lyon Chamber of Commerce January 2012 - Present
CaerusNet January 2009 - Present
W.R. Thompson, P.C. September 1999 - Present
K.H.I. Financial Services September 1999 - Present
Hantz Financial January 1998 - September 1999
American Express Financial Advisors May 1997 - January 1998
Skills
Retirement Planning, Tax, Accounting, Tax Preparation, Small Business, Financial Services, Corporate Tax, Income Tax, Insurance, Employee Benefits, Strategic Financial..., Estate Planning, Financial Planners, High Net Worth..., Series 7, Financial Advisory, Financial Statements, Finance, Management Consulting, Financial Planning
Education
Michigan State University 1993 — 1997
BA in Finance, Finance, Accounting
Henry Ford II High School 1989 — 1993
South Lyon Chamber of Commerce January 2012 - Present
CaerusNet January 2009 - Present
W.R. Thompson, P.C. September 1999 - Present
K.H.I. Financial Services September 1999 - Present
Hantz Financial January 1998 - September 1999
American Express Financial Advisors May 1997 - January 1998
Skills
Retirement Planning, Tax, Accounting, Tax Preparation, Small Business, Financial Services, Corporate Tax, Income Tax, Insurance, Employee Benefits, Strategic Financial..., Estate Planning, Financial Planners, High Net Worth..., Series 7, Financial Advisory, Financial Statements, Finance, Management Consulting, Financial Planning
Education
Michigan State University 1993 — 1997
BA in Finance, Finance, Accounting
Henry Ford II High School 1989 — 1993
Ryan Meyskens's Hantz Financial Experience January 2008 - January 2012
Job Aircraft Technician at Gulfstream Aerospace
Industry Consumer Goods
Experience
Gulfstream Aerospace January 2015 - Present
Lowe's Home Improvement April 2012 - December 2014
Hantz Financial January 2008 - January 2012
Skills
Aviation Maintenance, Digital Photography, Financial Planning, Microsoft Office, Retirement Planning, Wealth Management
Education
Northern Michigan University 2012 — 2014
Associate of Science (A.S.), Aviation Maintenance Technology
Northern Michigan University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Gulfstream Aerospace January 2015 - Present
Lowe's Home Improvement April 2012 - December 2014
Hantz Financial January 2008 - January 2012
Skills
Aviation Maintenance, Digital Photography, Financial Planning, Microsoft Office, Retirement Planning, Wealth Management
Education
Northern Michigan University 2012 — 2014
Associate of Science (A.S.), Aviation Maintenance Technology
Northern Michigan University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Steve Nazoyan's Hantz Financial Experience June 2002 - October 2004
Job Investment Advisor Representative at Michigan Financial Companies
Industry Financial Services
Experience
Michigan Financial Companies January 2015 - Present
AXA Advisors October 2004 - January 2015
AXA Advisors, LLC December 2006 - December 2013
Hantz Financial June 2002 - October 2004
Skills
Retirement Planning, Estate Planning, Personal Financial..., Wealth Management..., Financial Planners, College Savings Plans, Licensed Life & Health...
Education
Michigan State University 1998 — 2002
BA, Finance
Andover High School 1994 — 1998
Michigan Financial Companies January 2015 - Present
AXA Advisors October 2004 - January 2015
AXA Advisors, LLC December 2006 - December 2013
Hantz Financial June 2002 - October 2004
Skills
Retirement Planning, Estate Planning, Personal Financial..., Wealth Management..., Financial Planners, College Savings Plans, Licensed Life & Health...
Education
Michigan State University 1998 — 2002
BA, Finance
Andover High School 1994 — 1998
Sarika (Khare) Mehta's Hantz Financial Experience May 2003 - April 2006
Job Program Administrator, Henry Ford Health System and Staff, Vattikuti Foundation
Industry Financial Services
Experience
Vattikuti Foundation May 2010 - Present
Henry Ford Health System May 2009 - Present
American Axle & Manufacturing, Inc. April 2008 - February 2009
JP Morgan Chase April 2006 - December 2007
Hantz Financial May 2003 - April 2006
Skills
Finance, Management, Credit, Financial Analysis, Banking, Portfolio Management, Risk Management, Investments, Microsoft Excel, Process Improvement, project management, Marketing Event Planning, event planning, Microsoft Office, Financial Modeling, Strategic Planning, Customer Service, Business Strategy, Project Management
Education
University of Michigan-Dearborn 2007 — 2011
MBA
University of Michigan 1999 — 2003
BA, Economics
Vattikuti Foundation May 2010 - Present
Henry Ford Health System May 2009 - Present
American Axle & Manufacturing, Inc. April 2008 - February 2009
JP Morgan Chase April 2006 - December 2007
Hantz Financial May 2003 - April 2006
Skills
Finance, Management, Credit, Financial Analysis, Banking, Portfolio Management, Risk Management, Investments, Microsoft Excel, Process Improvement, project management, Marketing Event Planning, event planning, Microsoft Office, Financial Modeling, Strategic Planning, Customer Service, Business Strategy, Project Management
Education
University of Michigan-Dearborn 2007 — 2011
MBA
University of Michigan 1999 — 2003
BA, Economics
Shaw Robinson's Hantz Financial Experience May 2005 - Present
Job Financial Consultant at Hantz Financial
Industry Financial Services
Experience
Hantz Financial May 2005 - Present
Skills
Investments, Retirement Planning
Education
Northern Michigan University 2000 — 2005
Hantz Financial May 2005 - Present
Skills
Investments, Retirement Planning
Education
Northern Michigan University 2000 — 2005
Cliff Frankowski's Hantz Financial Experience April 1999 - Present
Job Financial Consultant at Hantz Financial
Industry Financial Services
Experience
Hantz Financial April 1999 - Present
American Express Financial Advisors October 1987 - April 1999
Skills
Series 7, Series 63, Series 65, Finance, Retirement, Investments, 401k, Financial Analysis, Risk Management, Budgets, Forecasting, Strategic Planning, Small Business, Business Planning, Sales, Leadership, Management, Customer Service, Business Strategy, Microsoft Office, Retirement Planning, Uniform Combined State..., Strategic Financial...
Education
College for Financial Planning 1994 — 1996
CFP Training Course, Financial Planning and Services
University of Toledo 1964 — 1980
Business Administration
Hantz Financial April 1999 - Present
American Express Financial Advisors October 1987 - April 1999
Skills
Series 7, Series 63, Series 65, Finance, Retirement, Investments, 401k, Financial Analysis, Risk Management, Budgets, Forecasting, Strategic Planning, Small Business, Business Planning, Sales, Leadership, Management, Customer Service, Business Strategy, Microsoft Office, Retirement Planning, Uniform Combined State..., Strategic Financial...
Education
College for Financial Planning 1994 — 1996
CFP Training Course, Financial Planning and Services
University of Toledo 1964 — 1980
Business Administration
Donna Lamkin's Hantz Financial Experience Account ManagerTeleflex Automotive1984 - 2004
Job Financial Consultant at Hantz Financial Services, Inc.
Industry Financial Services
Experience
Hantz Financial Account ManagerTeleflex Automotive1984 - 2004
Education
Davenport University 1995 — 2001
MBA, Business Administration
Hantz Financial Account ManagerTeleflex Automotive1984 - 2004
Education
Davenport University 1995 — 2001
MBA, Business Administration
Jeff Kotikovsky, CFP®, ChFC®'s Hantz Financial Experience March 2003 - Present
Job Financial Planner at Hantz Financial
Industry Financial Services
Experience
Hantz Financial March 2003 - Present
Hantz Financial March 2003 - Present
Kuzins Distribution July 2002 - February 2003
Skills
Retirement, Financial Analysis, Strategic Financial..., Investments, Retirement Planning, Insurance, Fixed Annuities, Estate Planning, Investment Advisory, Life Insurance, Wealth Management, Personal Tax Planning, Series 7, Series 65, Series 24, Property & Casualty..., Residential Mortgages, Finance, Uniform Combined State..., Portfolio Management, Financial Planning, Wealth
Education
The American College 2004 — 2011
ChFC®, CFP®, Financial Planning and Services
Michigan State University 1998 — 2002
B.A., Marketing
Hantz Financial March 2003 - Present
Hantz Financial March 2003 - Present
Kuzins Distribution July 2002 - February 2003
Skills
Retirement, Financial Analysis, Strategic Financial..., Investments, Retirement Planning, Insurance, Fixed Annuities, Estate Planning, Investment Advisory, Life Insurance, Wealth Management, Personal Tax Planning, Series 7, Series 65, Series 24, Property & Casualty..., Residential Mortgages, Finance, Uniform Combined State..., Portfolio Management, Financial Planning, Wealth
Education
The American College 2004 — 2011
ChFC®, CFP®, Financial Planning and Services
Michigan State University 1998 — 2002
B.A., Marketing
jordan desilets's Hantz Financial Experience January 2009 - Present
Job Financial Advisor at Hantz Financial
Industry Financial Services
Experience
Hantz Financial January 2009 - Present
Education
Eastern Michigan University 1999 — 2005
B.S., Physical Geography / Earth Science
Hantz Financial January 2009 - Present
Education
Eastern Michigan University 1999 — 2005
B.S., Physical Geography / Earth Science
Amanda LaLiberte's Hantz Financial Experience January 2014 - Present
Job Planning Assistant, Hantz Financial
Industry Financial Services
Experience
Hantz Financial January 2014 - Present
Nordstrom September 2012 - December 2013
Dorsey Schools June 2013 - November 2013
Nordstrom November 2011 - September 2012
Nordstrom October 2010 - November 2011
The Buckle May 2010 - October 2010
Saginaw Valley State University January 2009 - April 2010
The Walt Disney Company March 2008 - January 2010
TOMS 2009 - 2010
Saginaw Valley State University January 2009 - May 2009
Skills
Customer Service, Leadership, Time Management, Social Media, Event Management, Retail Sales, Event Planning, Microsoft Office, Marketing, Sales, Merchandising, Inventory Management, Visual Merchandising, Outlook, Microsoft Excel, Office Management, Teamwork, Communication, Hold Series 7, Property & Casualty..., Life & Health Insurance...
Education
Saginaw Valley State University 2005 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies
Hantz Financial January 2014 - Present
Nordstrom September 2012 - December 2013
Dorsey Schools June 2013 - November 2013
Nordstrom November 2011 - September 2012
Nordstrom October 2010 - November 2011
The Buckle May 2010 - October 2010
Saginaw Valley State University January 2009 - April 2010
The Walt Disney Company March 2008 - January 2010
TOMS 2009 - 2010
Saginaw Valley State University January 2009 - May 2009
Skills
Customer Service, Leadership, Time Management, Social Media, Event Management, Retail Sales, Event Planning, Microsoft Office, Marketing, Sales, Merchandising, Inventory Management, Visual Merchandising, Outlook, Microsoft Excel, Office Management, Teamwork, Communication, Hold Series 7, Property & Casualty..., Life & Health Insurance...
Education
Saginaw Valley State University 2005 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies
Daniel Tarrant's Hantz Financial Experience 2001 - 2003
Job Agent
Industry Insurance
Experience
American General Life and Accident November 2011 - Present
Western & Southern Financial Group December 2010 - November 2011
Monumental Life Insurance 2006 - 2010
Hines Park Ford 2003 - 2005
Hantz Financial 2001 - 2003
Krug Lincoln Mercury 1988 - 2001
Skills
Insurance
Education
Siena Heights University 1978 — 1980
BA, Speech & Communications
Grand Valley State University 1975 — 1976
Communications
American General Life and Accident November 2011 - Present
Western & Southern Financial Group December 2010 - November 2011
Monumental Life Insurance 2006 - 2010
Hines Park Ford 2003 - 2005
Hantz Financial 2001 - 2003
Krug Lincoln Mercury 1988 - 2001
Skills
Insurance
Education
Siena Heights University 1978 — 1980
BA, Speech & Communications
Grand Valley State University 1975 — 1976
Communications
Peter Crowder's Hantz Financial Experience May 2007 - September 2008
Job Corporate Registered Principle at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2010 - Present
Fifth Third Bank 2008 - 2010
Hantz Financial May 2007 - September 2008
Skills
Series 7, Retirement Planning, Series 63, Investments, Mutual Funds, Wealth Management, Strategic Financial..., Asset Allocation, Retirement, Portfolio Management, Investment Advisory, Securities, Series 24
Education
Eastern Michigan University 2003 — 2007
B.B.A., Finance
Ameriprise Financial Services, Inc. February 2010 - Present
Fifth Third Bank 2008 - 2010
Hantz Financial May 2007 - September 2008
Skills
Series 7, Retirement Planning, Series 63, Investments, Mutual Funds, Wealth Management, Strategic Financial..., Asset Allocation, Retirement, Portfolio Management, Investment Advisory, Securities, Series 24
Education
Eastern Michigan University 2003 — 2007
B.B.A., Finance
Rebecca McLaurin's Hantz Financial Experience June 2010 - February 2011
Job Cheerleading Coach at Northwood University
Industry Nonprofit Organization Management
Experience
Northwood University July 2012 - Present
The Dow Chemical Company March 2012 - Present
United Way of Saginaw County, onsite at The Dow Chemical Company September 2011 - March 2012
Dow Chemical April 2011 - September 2011
Hantz Financial June 2010 - February 2011
The Dow Chemical Company June 2006 - July 2010
Bay City Public Schools August 2005 - June 2006
Burger King, Inc June 2005 - March 2006
Skills
Budgets, Fundraising, Nonprofits, Human Resources, Accounting, Management, Microsoft Office, Event Planning, Finance, Public Speaking
Education
Northwood University 2009 — 2010
BBA May 2010, Banking & Finance and Management
Northwood University 2009 — 2010
Degree to be awarded: Bachelor, Business Administration; Dual Major of Banking & Finance and Management
Delta College - University 2006 — 2009
Associate of Arts; Associate, Business Studies; Business Management
Northwood University July 2012 - Present
The Dow Chemical Company March 2012 - Present
United Way of Saginaw County, onsite at The Dow Chemical Company September 2011 - March 2012
Dow Chemical April 2011 - September 2011
Hantz Financial June 2010 - February 2011
The Dow Chemical Company June 2006 - July 2010
Bay City Public Schools August 2005 - June 2006
Burger King, Inc June 2005 - March 2006
Skills
Budgets, Fundraising, Nonprofits, Human Resources, Accounting, Management, Microsoft Office, Event Planning, Finance, Public Speaking
Education
Northwood University 2009 — 2010
BBA May 2010, Banking & Finance and Management
Northwood University 2009 — 2010
Degree to be awarded: Bachelor, Business Administration; Dual Major of Banking & Finance and Management
Delta College - University 2006 — 2009
Associate of Arts; Associate, Business Studies; Business Management
Corey Ferris's Hantz Financial Experience June 2006 - Present
Job ChFC®, Financial Consultant at Hantz Financial
Industry Financial Services
Experience
Hantz Financial June 2006 - Present
Dow Chemical Employees Credit Union February 2003 - April 2006
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Strategic Financial..., Fixed Annuities, Investment Advisory, Estate Planning, Series 63, Investments, Securities, Uniform Combined State..., Life Insurance, Insurance, Financial Analysis, Forecasting, Strategic Planning, Customer Service, Financial Advisory, Series 65, Portfolio Management, Asset Allocation, Wealth Management..., Financial Planning
Education
Northwood University 2002 — 2006
BBA, Banking & Finance
Carrollton High School 1998 — 2002
Hantz Financial June 2006 - Present
Dow Chemical Employees Credit Union February 2003 - April 2006
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Strategic Financial..., Fixed Annuities, Investment Advisory, Estate Planning, Series 63, Investments, Securities, Uniform Combined State..., Life Insurance, Insurance, Financial Analysis, Forecasting, Strategic Planning, Customer Service, Financial Advisory, Series 65, Portfolio Management, Asset Allocation, Wealth Management..., Financial Planning
Education
Northwood University 2002 — 2006
BBA, Banking & Finance
Carrollton High School 1998 — 2002
Thomas McCool's Hantz Financial Experience February 2010 - February 2011
Job Operations at D.C. Cook Nuclear Plant
Industry Utilities
Experience
American Electric Power May 2014 - Present
Whirlpool Corporation August 2013 - May 2014
ChemicoMays, LLC March 2011 - August 2013
Hantz Financial February 2010 - February 2011
Skills
Six Sigma, Supply Chain Management, Process Improvement, Purchasing, Continuous Improvement, Inventory Management
Education
Michigan State University 2004 — 2009
Bachelor of Arts (B.A.), Economics
American Electric Power May 2014 - Present
Whirlpool Corporation August 2013 - May 2014
ChemicoMays, LLC March 2011 - August 2013
Hantz Financial February 2010 - February 2011
Skills
Six Sigma, Supply Chain Management, Process Improvement, Purchasing, Continuous Improvement, Inventory Management
Education
Michigan State University 2004 — 2009
Bachelor of Arts (B.A.), Economics
Matthew Tiede's Hantz Financial Experience May 2006 - July 2008
Job Accountant at Coilcraft
Industry Electrical/Electronic Manufacturing
Experience
Coilcraft July 2014 - Present
Banco Popular North America August 2010 - July 2014
Navistar Inc July 2008 - August 2010
Hantz Financial May 2006 - July 2008
Skills
Financial Analysis, Sarbanes-Oxley Act, Cash Management, Strategic Financial..., Account Reconciliation, Forecasting, Banking, Collections, Microsoft Excel, Microsoft Office, Accounts Receivable, Cash Flow, Financial Planning, Customer Service, Management, Team Building
Education
Saginaw Valley State University - College of Business and Management 2001 — 2005
BPA, Accounting, Finance
Coilcraft July 2014 - Present
Banco Popular North America August 2010 - July 2014
Navistar Inc July 2008 - August 2010
Hantz Financial May 2006 - July 2008
Skills
Financial Analysis, Sarbanes-Oxley Act, Cash Management, Strategic Financial..., Account Reconciliation, Forecasting, Banking, Collections, Microsoft Excel, Microsoft Office, Accounts Receivable, Cash Flow, Financial Planning, Customer Service, Management, Team Building
Education
Saginaw Valley State University - College of Business and Management 2001 — 2005
BPA, Accounting, Finance
Henry Guzzo's Hantz Financial Experience January 1998 - May 2011
Job SelfEmployed
Industry Financial Services
Experience
Blumark October 2011 - Present
Hantz Financial January 1998 - May 2011
Skills
Estate Planning, Finance, Portfolio Management, Financial Services, Retirement Planning, Mutual Funds, Investment Advisory, Retirement, Certified Financial..., Personal Financial..., Strategic Financial..., Strategic Planning, Wealth Management
Education
Northwood University - DeVos Graduate School 2003 — 2004
MBA, Business Administration
DePauw University 1993 — 1997
BA, Chemistry, Math
Blumark October 2011 - Present
Hantz Financial January 1998 - May 2011
Skills
Estate Planning, Finance, Portfolio Management, Financial Services, Retirement Planning, Mutual Funds, Investment Advisory, Retirement, Certified Financial..., Personal Financial..., Strategic Financial..., Strategic Planning, Wealth Management
Education
Northwood University - DeVos Graduate School 2003 — 2004
MBA, Business Administration
DePauw University 1993 — 1997
BA, Chemistry, Math
Brian Harras's Hantz Financial Experience August 2011 - March 2014
Job Financial Advisor at PNC
Industry Financial Services
Experience
PNC March 2014 - Present
Hantz Financial August 2011 - March 2014
Raisin River Golf Course May 2008 - July 2011
Broadway Market May 2003 - April 2007
Education
Eastern Michigan University 2007 — 2011
Eastern Michigan University
Business; an emphasis on Marketing
St. Mary Catholic Central High School
PNC March 2014 - Present
Hantz Financial August 2011 - March 2014
Raisin River Golf Course May 2008 - July 2011
Broadway Market May 2003 - April 2007
Education
Eastern Michigan University 2007 — 2011
Eastern Michigan University
Business; an emphasis on Marketing
St. Mary Catholic Central High School
Dane Colberg's Hantz Financial Experience July 2013 - Present
Job Financial Consultant at Hantz Financial
Industry Financial Services
Experience
Hantz Financial July 2013 - Present
Holiday Inn Express & Suites July 2010 - July 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Social Networking, Nonprofits
Education
Michigan State University 2003 — 2010
BS of Science, Psychology, Interdisciplinary Studies in Health
Hantz Financial July 2013 - Present
Holiday Inn Express & Suites July 2010 - July 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Social Networking, Nonprofits
Education
Michigan State University 2003 — 2010
BS of Science, Psychology, Interdisciplinary Studies in Health
Ryan Kiernicki's Hantz Financial Experience March 2010 - Present
Job Financial Consultant at Hantz Financial
Industry Financial Services
Experience
Hantz Financial March 2010 - Present
Energy Marketing Systems 2008 - 2008
Skills
Series 7, Series 63, Uniform Combined State..., Financial Analysis, Insurance, Customer Service, Microsoft Excel, Budgets, Sales, Microsoft Office, Retirement Planning, PowerPoint, Accounting, Finance, Financial Modeling, Financial Planning, Investments, Microsoft Word, Public Speaking, Strategic Financial...
Education
Michigan State University 2005 — 2009
Bachelors, Finance
Hantz Financial March 2010 - Present
Energy Marketing Systems 2008 - 2008
Skills
Series 7, Series 63, Uniform Combined State..., Financial Analysis, Insurance, Customer Service, Microsoft Excel, Budgets, Sales, Microsoft Office, Retirement Planning, PowerPoint, Accounting, Finance, Financial Modeling, Financial Planning, Investments, Microsoft Word, Public Speaking, Strategic Financial...
Education
Michigan State University 2005 — 2009
Bachelors, Finance
James Gilchrist's Hantz Financial Experience December 2010 - May 2011
Job PNC
Industry Financial Services
Experience
PNC June 2013 - Present
Merrill Lynch June 2011 - June 2013
Hantz Financial December 2010 - May 2011
Plant Essentials May 2007 - September 2010
Education
John Carroll University 2010 — 2011
MBA, Finance
John Carroll University 2006 — 2010
finance
St. Vincent St. Mary High School 2002 — 2006
PNC June 2013 - Present
Merrill Lynch June 2011 - June 2013
Hantz Financial December 2010 - May 2011
Plant Essentials May 2007 - September 2010
Education
John Carroll University 2010 — 2011
MBA, Finance
John Carroll University 2006 — 2010
finance
St. Vincent St. Mary High School 2002 — 2006
Tom Pigozzi's Hantz Financial Experience January 2013 - April 2013
Job Reporting Specialist at William Blair & Company
Industry Financial Services
Experience
Goldman Sachs May 2015 - August 2015
BNY Mellon July 2014 - May 2015
BNY Mellon June 2013 - July 2014
Hantz Financial January 2013 - April 2013
Michigan Health Information Network October 2012 - January 2013
Channel Wine Bar June 2012 - August 2012
Lycee La Martiniere Duchere October 2011 - April 2012
The European-American Center for International Education May 2010 - August 2010
Association of Foreign Press May 2009 - August 2009
Skills
Accounting, Data Analysis, Microsoft Excel, QuickBooks, UltraTax CS, French, Spanish, Public Speaking, Financial Analysis, Financial Modeling
Education
City Colleges of Chicago-Harold Washington College 2015 — 2015
C++ Programming
Michigan State University 2007 — 2011
B.A., French, Economics
Lansing Community College 2011 — 2013
Accounting coursework
Oakton Community College 2013 — 2013
Accounting
Goldman Sachs May 2015 - August 2015
BNY Mellon July 2014 - May 2015
BNY Mellon June 2013 - July 2014
Hantz Financial January 2013 - April 2013
Michigan Health Information Network October 2012 - January 2013
Channel Wine Bar June 2012 - August 2012
Lycee La Martiniere Duchere October 2011 - April 2012
The European-American Center for International Education May 2010 - August 2010
Association of Foreign Press May 2009 - August 2009
Skills
Accounting, Data Analysis, Microsoft Excel, QuickBooks, UltraTax CS, French, Spanish, Public Speaking, Financial Analysis, Financial Modeling
Education
City Colleges of Chicago-Harold Washington College 2015 — 2015
C++ Programming
Michigan State University 2007 — 2011
B.A., French, Economics
Lansing Community College 2011 — 2013
Accounting coursework
Oakton Community College 2013 — 2013
Accounting
Jessica Burmeister (Hall)'s Hantz Financial Experience June 2007 - Present
Job Financial Consultant at Hantz Financial
Industry Financial Services
Experience
Hantz Financial June 2007 - Present
Education
Central Michigan University 2003 — 2007
Bachelor of Science in Business Adminstration, Finance
Hantz Financial June 2007 - Present
Education
Central Michigan University 2003 — 2007
Bachelor of Science in Business Adminstration, Finance
Ryan Parent's Hantz Financial Experience May 2010 - October 2011
Job Mortgage Lending
Industry Banking
Dennis DaPra's Hantz Financial Experience October 2003 - April 2005
Job Executive Vice President at Uncle Rays.com
Industry Food Production
Experience
Uncle Rays.com April 2005 - Present
Hantz Financial October 2003 - April 2005
ACO Hardware Inc. January 1974 - April 2002
Skills
Management, Merchandising, Finance, Team Building, Customer Service, Marketing Strategy, New Business Development, Product Development, Sales Management, Contract Negotiation, Food Industry
Education
Allen Park High School 1966 — 1968
Lawrence Technological University
Uncle Rays.com April 2005 - Present
Hantz Financial October 2003 - April 2005
ACO Hardware Inc. January 1974 - April 2002
Skills
Management, Merchandising, Finance, Team Building, Customer Service, Marketing Strategy, New Business Development, Product Development, Sales Management, Contract Negotiation, Food Industry
Education
Allen Park High School 1966 — 1968
Lawrence Technological University
Kyle Hnatiuk's Hantz Financial Experience May 2011 - August 2011
Job Trainmaster External Management Trainee at CSX
Industry Logistics and Supply Chain
Experience
CSX August 2015 - Present
CSX January 2015 - August 2015
Holland Litho & Printing Services October 2014 - December 2014
Sherwin Williams April 2014 - August 2014
GHSP March 2012 - April 2014
Hantz Financial May 2011 - August 2011
Skills
Supply Chain, Supply Chain Management, Value Stream Mapping, Continuous Improvement, Lean Manufacturing, Manufacturing, Strategic Sourcing, Materials Management, Inventory Management, Kaizen, Process Improvement, Procurement, Automotive, Leadership, Microsoft Excel
Education
Grand Valley State University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Logistics, Materials, and Supply Chain Management & Marketing, 3.1/4.0
CSX August 2015 - Present
CSX January 2015 - August 2015
Holland Litho & Printing Services October 2014 - December 2014
Sherwin Williams April 2014 - August 2014
GHSP March 2012 - April 2014
Hantz Financial May 2011 - August 2011
Skills
Supply Chain, Supply Chain Management, Value Stream Mapping, Continuous Improvement, Lean Manufacturing, Manufacturing, Strategic Sourcing, Materials Management, Inventory Management, Kaizen, Process Improvement, Procurement, Automotive, Leadership, Microsoft Excel
Education
Grand Valley State University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Logistics, Materials, and Supply Chain Management & Marketing, 3.1/4.0
Dave Metter's Hantz Financial Experience December 2013 - October 2014
Job Personal Banker
Industry Financial Services
Experience
Flagstar Bank July 2015 - Present
Anchor Bay School District November 2014 - Present
Hantz Financial December 2013 - October 2014
Gameday Detroit April 2011 - July 2013
Skills
Microsoft Excel, Oral & Written..., Highly personable, Business-minded, Goal-driven leader, Economics, Analytical Skills, Data Entry, Life Insurance, Finance, Data Analysis, Time Management, Strategic Financial..., Teamwork, Series 7, Sales
Education
Michigan State University 2010 — 2014
Bachelor’s Degree, Economics
Oakland University 2010 — 2011
Flagstar Bank July 2015 - Present
Anchor Bay School District November 2014 - Present
Hantz Financial December 2013 - October 2014
Gameday Detroit April 2011 - July 2013
Skills
Microsoft Excel, Oral & Written..., Highly personable, Business-minded, Goal-driven leader, Economics, Analytical Skills, Data Entry, Life Insurance, Finance, Data Analysis, Time Management, Strategic Financial..., Teamwork, Series 7, Sales
Education
Michigan State University 2010 — 2014
Bachelor’s Degree, Economics
Oakland University 2010 — 2011
Jillian Scarpace's Hantz Financial Experience September 2010 - June 2012
Job Warranty Specialist at Audi of America
Industry Automotive
Experience
Audi of America February 2015 - Present
Audi of America November 2013 - February 2015
Volkswagen of America, Inc March 2013 - November 2013
United States Department of Defense October 2012 - March 2013
United States Department of Defense June 2012 - October 2012
Hantz Financial September 2010 - June 2012
Hantz Financial December 2009 - September 2010
Pine Valley Golf Course June 2007 - September 2009
Skills
Adaptable & a quick..., Time Management, Organization, Attentiveness to Detail, Reliable, Self-motivated Team..., Administrative..., Customer Service, Superior Work Ethic, Thrive in..., Microsoft Excel, Microsoft Word, Microsoft Suites
Education
Walsh College of Accountancy and Business Administration 2010 — 2012
Bachelor of Business Administration (BBA), General Business
Saginaw Valley State University 2007 — 2009
Audi of America February 2015 - Present
Audi of America November 2013 - February 2015
Volkswagen of America, Inc March 2013 - November 2013
United States Department of Defense October 2012 - March 2013
United States Department of Defense June 2012 - October 2012
Hantz Financial September 2010 - June 2012
Hantz Financial December 2009 - September 2010
Pine Valley Golf Course June 2007 - September 2009
Skills
Adaptable & a quick..., Time Management, Organization, Attentiveness to Detail, Reliable, Self-motivated Team..., Administrative..., Customer Service, Superior Work Ethic, Thrive in..., Microsoft Excel, Microsoft Word, Microsoft Suites
Education
Walsh College of Accountancy and Business Administration 2010 — 2012
Bachelor of Business Administration (BBA), General Business
Saginaw Valley State University 2007 — 2009
Scott Schilkey's Hantz Financial Experience June 2014 - Present
Job Financial Consultant at Hantz Financial
Industry Financial Services
Experience
Hantz Financial June 2014 - Present
Skills
Microsoft Word, Microsoft Excel, Microsoft Applications, iOS, Finance, Financial Analysis, Android
Education
Central Michigan University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Hantz Financial June 2014 - Present
Skills
Microsoft Word, Microsoft Excel, Microsoft Applications, iOS, Finance, Financial Analysis, Android
Education
Central Michigan University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Kevin Shanks's Hantz Financial Experience June 2001 - January 2007
Job Financial Advisor at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group February 2007 - Present
Hantz Financial June 2001 - January 2007
Education
Northwood University - DeVos Graduate School 2002 — 2004
Master of Business Administration (M.B.A.), Economics
Central Michigan University 1996 — 2001
Bachelor of Science (B.S.), Finance, General
CUNA Mutual Group February 2007 - Present
Hantz Financial June 2001 - January 2007
Education
Northwood University - DeVos Graduate School 2002 — 2004
Master of Business Administration (M.B.A.), Economics
Central Michigan University 1996 — 2001
Bachelor of Science (B.S.), Finance, General
Jim Rousseau's Hantz Financial Experience April 2013 - August 2014
Job Member Service Representative at University of Michigan Credit Union
Industry Banking
Experience
University of Michigan Credit Union September 2014 - Present
Hantz Financial April 2013 - August 2014
Barry Bagels June 2005 - January 2013
Education
Concordia University-Ann Arbor 2010 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Spring Arbor University 2007 — 2010
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Pioneer High School 2003 — 2007
University of Michigan Credit Union September 2014 - Present
Hantz Financial April 2013 - August 2014
Barry Bagels June 2005 - January 2013
Education
Concordia University-Ann Arbor 2010 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Spring Arbor University 2007 — 2010
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Pioneer High School 2003 — 2007