Hartland & Co.
Industry: Company
DescriptionFounded: 1988 Subsidiaries: Lancaster Pollard Investment Advisory Group,
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Hartland & Co. Employees
Employee
Years
Job
Industry
Christopher Chandler Christopher Chandler's Hartland & Co. Experience September 2001 - July 2004
Job
Industry Investment Management
Experience
Ballentine Partners, LLC April 2015 - Present
GenSpring Family Offices January 2013 - April 2015
GenSpring Family Offices August 2004 - January 2013
Hartland & Co. September 2001 - July 2004
BNY Mellon 1996 - 2000
Education
Weatherhead School of Management at Case Western Reserve University 2000 — 2001
MBA, Finance & Entrepreneurship
Boston University 1992 — 1996
BSBA
Ballentine Partners, LLC April 2015 - Present
GenSpring Family Offices January 2013 - April 2015
GenSpring Family Offices August 2004 - January 2013
Hartland & Co. September 2001 - July 2004
BNY Mellon 1996 - 2000
Education
Weatherhead School of Management at Case Western Reserve University 2000 — 2001
MBA, Finance & Entrepreneurship
Boston University 1992 — 1996
BSBA
Steven Wolken Steven Wolken's Hartland & Co. Experience October 2011 - Present
Job Director, Chief Compliance Officer at Hartland & Co.
Industry Financial Services
Experience
Hartland & Co. October 2011 - Present
Chess Financial Corp December 2004 - September 2011
Victory Capital Management June 1998 - December 2004
Skills
Alternative Investments, Mutual Funds, Securities, Bloomberg, Fixed Income, Equities, Asset Allocation, Hedge Funds, Portfolio Management, Financial Modeling, Asset Managment
Education
John Carroll University 1994 — 1998
B.S. - Finance
John Carroll University 1994 — 1998
MBA, Finance
Hartland & Co. October 2011 - Present
Chess Financial Corp December 2004 - September 2011
Victory Capital Management June 1998 - December 2004
Skills
Alternative Investments, Mutual Funds, Securities, Bloomberg, Fixed Income, Equities, Asset Allocation, Hedge Funds, Portfolio Management, Financial Modeling, Asset Managment
Education
John Carroll University 1994 — 1998
B.S. - Finance
John Carroll University 1994 — 1998
MBA, Finance
Linda Bubar Linda Bubar's Hartland & Co. Experience January 2008 - Present
Job Client Planning Associate at Hartland & Co.
Industry Investment Management
Experience
Hartland & Co. January 2008 - Present
Skills
Tax, Tax Preparation, Microsoft Excel, Wealth Management, Microsoft Word, Microsoft Office
Education
Portland State University - School of Business
Master of Taxation
University of Cincinnati College of Business
Bachelor of Business Administration (B.B.A.), Accounting
Hartland & Co. January 2008 - Present
Skills
Tax, Tax Preparation, Microsoft Excel, Wealth Management, Microsoft Word, Microsoft Office
Education
Portland State University - School of Business
Master of Taxation
University of Cincinnati College of Business
Bachelor of Business Administration (B.B.A.), Accounting
Ted Robbins, CPA Ted Robbins, CPA's Hartland & Co. Experience February 2014 - Present
Job Client Planning Associate at Hartland & Co.
Industry Accounting
Experience
Hartland & Co. February 2014 - Present
Grant Thornton LLP 2012 - 2014
McGladrey 2010 - 2012
Skills
Tax Preparation, GAAP, Accounting, CPA, Tax
Education
John Carroll University 2008 — 2009
MBA
John Carroll University 2004 — 2008
BSBA, Accountancy
Hartland & Co. February 2014 - Present
Grant Thornton LLP 2012 - 2014
McGladrey 2010 - 2012
Skills
Tax Preparation, GAAP, Accounting, CPA, Tax
Education
John Carroll University 2008 — 2009
MBA
John Carroll University 2004 — 2008
BSBA, Accountancy
Joseph Boushelle Joseph Boushelle's Hartland & Co. Experience January 2012 - Present
Job Director of Investments
Industry Investment Management
Experience
Hartland & Co. January 2012 - Present
Ohio PERS September 2008 - 2011
JPMorgan Chase May 2007 - September 2008
JPMorgan Chase June 2005 - May 2007
United States Marine Corps June 1997 - March 2004
Prudential Securities 2001 - 2004
Skills
Financial Modeling, Equities, Portfolio Management, Hedge Funds, Asset Management, Private Equity, Real Estate, Due Diligence, Information Technology, Oil & Gas Industry, Asset Allocation, Credit Derivatives, Credit Risk, Credit, Alternative Investments, Investments, Capital Markets, Financial Analysis, Finance, Valuation, Trading
Education
Cornell University - S.C. Johnson Graduate School of Management 2004 — 2006
MBA
The University of Chicago 1992 — 1996
BA, Economics
Hartland & Co. January 2012 - Present
Ohio PERS September 2008 - 2011
JPMorgan Chase May 2007 - September 2008
JPMorgan Chase June 2005 - May 2007
United States Marine Corps June 1997 - March 2004
Prudential Securities 2001 - 2004
Skills
Financial Modeling, Equities, Portfolio Management, Hedge Funds, Asset Management, Private Equity, Real Estate, Due Diligence, Information Technology, Oil & Gas Industry, Asset Allocation, Credit Derivatives, Credit Risk, Credit, Alternative Investments, Investments, Capital Markets, Financial Analysis, Finance, Valuation, Trading
Education
Cornell University - S.C. Johnson Graduate School of Management 2004 — 2006
MBA
The University of Chicago 1992 — 1996
BA, Economics
Shari Dombcik Shari Dombcik's Hartland & Co. Experience February 2012 - Present
Job Planning Associate at Hartland & Co.
Industry Financial Services
Experience
Hartland & Co. February 2012 - Present
Cambridge Investment Research June 2009 - September 2011
Mills, Potoczak & Company December 2008 - April 2009
Ultra Electronics Audiopack Inc., Garfield Heights, OH February 2008 - November 2008
Resource Global August 2007 - February 2008
Public Accounting Firms January 2005 - August 2007
Silver Mountain Partners August 2002 - December 2004
Cleveland Financial Group January 2001 - August 2002
Arthritis Foundation January 1990 - December 2000
Skills
Financial Analysis, Budgeting, General Ledger, Budgets, Tax
Education
The Ohio State University 1979 — 1983
Bachelor of Science, Business Administration
Hartland & Co. February 2012 - Present
Cambridge Investment Research June 2009 - September 2011
Mills, Potoczak & Company December 2008 - April 2009
Ultra Electronics Audiopack Inc., Garfield Heights, OH February 2008 - November 2008
Resource Global August 2007 - February 2008
Public Accounting Firms January 2005 - August 2007
Silver Mountain Partners August 2002 - December 2004
Cleveland Financial Group January 2001 - August 2002
Arthritis Foundation January 1990 - December 2000
Skills
Financial Analysis, Budgeting, General Ledger, Budgets, Tax
Education
The Ohio State University 1979 — 1983
Bachelor of Science, Business Administration
Thomas S. Allen Thomas S. Allen's Hartland & Co. Experience January 2014 - January 2015
Job Retired Hartland & Co.
Industry Financial Services
Experience
Family Wealth Consulting August 2011 - Present
The French Oil Mill Machinery Co. 1988 - Present
Hartland & Co. January 2014 - January 2015
Hartland & Co. June 2012 - December 2013
Key Bank 2009 - 2011
KeyBank 2000 - 2009
KeyBank 1994 - 1999
KeyBank 1986 - 1994
KeyBank 1982 - 1986
KeyBank 1979 - 1982
Skills
Wealth Management, Estate Planning, Probate, Trusts, Tax, Estate Administration, Planned Giving, Financial Planning, Strategic Financial..., High Net Worth..., Retirement Planning, Investment Management, Corporate Governance, Financial Services, Alternative Investments, Wealth Management..., Loans, Asset Management, Wealth
Education
Case Western Reserve University School of Law 1976 — 1979
JD, Law
Duke University 1972 — 1976
A.B., cum laude, History
Edinburgh University 1974 — 1975
History
Culver Military Academy 1969 — 1972
Family Wealth Consulting August 2011 - Present
The French Oil Mill Machinery Co. 1988 - Present
Hartland & Co. January 2014 - January 2015
Hartland & Co. June 2012 - December 2013
Key Bank 2009 - 2011
KeyBank 2000 - 2009
KeyBank 1994 - 1999
KeyBank 1986 - 1994
KeyBank 1982 - 1986
KeyBank 1979 - 1982
Skills
Wealth Management, Estate Planning, Probate, Trusts, Tax, Estate Administration, Planned Giving, Financial Planning, Strategic Financial..., High Net Worth..., Retirement Planning, Investment Management, Corporate Governance, Financial Services, Alternative Investments, Wealth Management..., Loans, Asset Management, Wealth
Education
Case Western Reserve University School of Law 1976 — 1979
JD, Law
Duke University 1972 — 1976
A.B., cum laude, History
Edinburgh University 1974 — 1975
History
Culver Military Academy 1969 — 1972
Tim Koches Tim Koches's Hartland & Co. Experience August 1998 - September 2008
Job Finance & Sales Professional
Industry Real Estate
Experience
Compass Relocation, Agent for Mayflower Transit October 2013 - Present
Serpentini Chevrolet February 2013 - October 2013
Parkcliff Properties April 2009 - September 2013
Hartland & Co. August 1998 - September 2008
Key Services Corporation November 1994 - August 1998
Skills
Consultative Sales, Customer Relationships, Sales Negotiation, Relocation, Residential Moving, Quote Preparation, Property Management, Tenant Relations, Budget Preparation, Investments, Capital Markets, Asset Allocation, Portfolio Performance..., Asset Managment, Account Reconciliation, Financial Analysis, Securities, Alternative Investments, Leadership, Critical Thinking, Pension Liablity..., Interest Calculations, Negotiation, Customer Service, Contract Negotiation
Education
Cleveland State University 1991 — 1993
Master Urban Planning, Design, & Development
Cleveland State University 1984 — 1989
Bachelor of Business Administration (BBA), Finance
Compass Relocation, Agent for Mayflower Transit October 2013 - Present
Serpentini Chevrolet February 2013 - October 2013
Parkcliff Properties April 2009 - September 2013
Hartland & Co. August 1998 - September 2008
Key Services Corporation November 1994 - August 1998
Skills
Consultative Sales, Customer Relationships, Sales Negotiation, Relocation, Residential Moving, Quote Preparation, Property Management, Tenant Relations, Budget Preparation, Investments, Capital Markets, Asset Allocation, Portfolio Performance..., Asset Managment, Account Reconciliation, Financial Analysis, Securities, Alternative Investments, Leadership, Critical Thinking, Pension Liablity..., Interest Calculations, Negotiation, Customer Service, Contract Negotiation
Education
Cleveland State University 1991 — 1993
Master Urban Planning, Design, & Development
Cleveland State University 1984 — 1989
Bachelor of Business Administration (BBA), Finance
Jim Pruce Jim Pruce's Hartland & Co. Experience March 2004 - Present
Job Director Private Client Group
Industry Financial Services
Experience
Hartland & Co. March 2004 - Present
Deloitte 1998 - 2002
Skills
Financial Planning, Tax, Financial Analysis, Accounting, Financial Modeling, Internal Controls, Auditing, Financial Reporting, Sarbanes-Oxley Act, Finance, Investments, Strategic Planning, Asset Management, Strategic Financial..., Asset Allocation, Wealth Management, Alternative Investments, Retirement Planning
Education
The College of Wooster 1994 — 1998
The College of Wooster
Hartland & Co. March 2004 - Present
Deloitte 1998 - 2002
Skills
Financial Planning, Tax, Financial Analysis, Accounting, Financial Modeling, Internal Controls, Auditing, Financial Reporting, Sarbanes-Oxley Act, Finance, Investments, Strategic Planning, Asset Management, Strategic Financial..., Asset Allocation, Wealth Management, Alternative Investments, Retirement Planning
Education
The College of Wooster 1994 — 1998
The College of Wooster
Meg Oriold Meg Oriold's Hartland & Co. Experience August 2006 - September 2009
Job Research Analyst & Administrative Assistant
Industry Financial Services
Experience
Hartland & Co August 2006 - September 2009
Hartland & Co. January 2006 - July 2006
Education
Ohio University 2001 — 2005
B.B.A., Finance
Hartland & Co August 2006 - September 2009
Hartland & Co. January 2006 - July 2006
Education
Ohio University 2001 — 2005
B.B.A., Finance
Patti Daugherty Patti Daugherty's Hartland & Co. Experience April 2004 - October 2004
Job Project Coordinator (Contractor)
Industry Accounting
Experience
TravelCenters of America November 2010 - Present
Virginia Marti College of Art and Design January 2010 - March 2010
Virginia Marti College of Art and Design January 2010 - March 2010
Hartland & Co. April 2004 - October 2004
Zaremba Group September 2002 - March 2004
Bowne of Cleveland September 1999 - August 2002
Thermagon, Inc January 1998 - September 1999
Thermagon, Inc January 1998 - September 1999
Skills
Project Implementation, Project Coordination, Project Execution, Data Analysis, Testing, Usability Testing, Test Planning, System Testing, User Acceptance Testing, Manual Testing, Data Mining, Database Management, Audit, Quality Auditing, Compliance Audits, Quality Assurance, Data Quality
Education
Cleveland State University 1995 — 1996
Bachelor of Arts, Urban Studies
Marymount University 1992 — 1995
93 credit hours towards BA in Interior Design, Interior Design
TravelCenters of America November 2010 - Present
Virginia Marti College of Art and Design January 2010 - March 2010
Virginia Marti College of Art and Design January 2010 - March 2010
Hartland & Co. April 2004 - October 2004
Zaremba Group September 2002 - March 2004
Bowne of Cleveland September 1999 - August 2002
Thermagon, Inc January 1998 - September 1999
Thermagon, Inc January 1998 - September 1999
Skills
Project Implementation, Project Coordination, Project Execution, Data Analysis, Testing, Usability Testing, Test Planning, System Testing, User Acceptance Testing, Manual Testing, Data Mining, Database Management, Audit, Quality Auditing, Compliance Audits, Quality Assurance, Data Quality
Education
Cleveland State University 1995 — 1996
Bachelor of Arts, Urban Studies
Marymount University 1992 — 1995
93 credit hours towards BA in Interior Design, Interior Design
Dennis Kasper Dennis Kasper's Hartland & Co. Experience January 1997 - Present
Job
Industry Information Technology and Services
Experience
Hartland & Co. January 1997 - Present
Forest City Enterprises 1995 - 1996
Skills
Strategic Planning, Project Management, Finance, Investments, Analysis, Databases, Microsoft Excel, Business Analysis, IT Strategy, Process Improvement, Leadership, Integration, Management
Education
Weatherhead School of Management at Case Western Reserve University 2000 — 2002
MSM-IS, Information Systems
John Carroll University 1991 — 1995
BSBA, Finance
Lorain Catholic High School
Hartland & Co. January 1997 - Present
Forest City Enterprises 1995 - 1996
Skills
Strategic Planning, Project Management, Finance, Investments, Analysis, Databases, Microsoft Excel, Business Analysis, IT Strategy, Process Improvement, Leadership, Integration, Management
Education
Weatherhead School of Management at Case Western Reserve University 2000 — 2002
MSM-IS, Information Systems
John Carroll University 1991 — 1995
BSBA, Finance
Lorain Catholic High School
Erik Mlincek's Hartland & Co. Experience March 2003 - March 2004
Job Enterprise Strategy and Architecture Advisor
Industry Information Technology and Services
Experience
Microsoft January 2013 - Present
Progressive Insurance September 2011 - January 2013
Key Bank September 2010 - August 2011
Key Bank October 2007 - September 2010
United Transportation Union July 2006 - October 2007
LCG Technologies March 2004 - July 2006
Hartland & Co. March 2003 - March 2004
NetPeople, Inc. November 1995 - March 2003
NewMedia November 1994 - November 1995
National City Bank May 1994 - November 1994
Skills
Cloud Strategy and..., Cloud Computing, Enterprise Architecture, IT Strategy, Solution Architecture, IT Management, SOA, Business Intelligence, Application Architecture, Strategy, Business Process, Management, Strategic Planning, Technical Architecture, Risk Management, Business Architecture, Leadership, Governance, Management Consulting, Security, Data Architecture, Insurance, Vendor Management, Organizational..., Thought Leadership, Commercial Banking, Retail Banking, Capital Markets, Investment Banking, Healthcare Information..., Healthcare, SDLC, CRM, Cross-functional Team..., Sales, Pre-sales
Education
University of Cincinnati
BBA
Microsoft January 2013 - Present
Progressive Insurance September 2011 - January 2013
Key Bank September 2010 - August 2011
Key Bank October 2007 - September 2010
United Transportation Union July 2006 - October 2007
LCG Technologies March 2004 - July 2006
Hartland & Co. March 2003 - March 2004
NetPeople, Inc. November 1995 - March 2003
NewMedia November 1994 - November 1995
National City Bank May 1994 - November 1994
Skills
Cloud Strategy and..., Cloud Computing, Enterprise Architecture, IT Strategy, Solution Architecture, IT Management, SOA, Business Intelligence, Application Architecture, Strategy, Business Process, Management, Strategic Planning, Technical Architecture, Risk Management, Business Architecture, Leadership, Governance, Management Consulting, Security, Data Architecture, Insurance, Vendor Management, Organizational..., Thought Leadership, Commercial Banking, Retail Banking, Capital Markets, Investment Banking, Healthcare Information..., Healthcare, SDLC, CRM, Cross-functional Team..., Sales, Pre-sales
Education
University of Cincinnati
BBA
Sean Williams, CFA's Hartland & Co. Experience January 2012 - February 2013
Job Senior Vice President at Riverview Research
Industry Investment Management
Experience
Riverview Research February 2013 - Present
Hartland & Co. January 2012 - February 2013
Monticello Associates February 2007 - December 2011
McDonald Investments 2005 - 2007
Skills
Financial Modeling, Asset Allocation, Portfolio Management, Investments, Asset Management, Alternative Investments, Investment Management, Financial Analysis, Mutual Funds, Equities, Hedge Funds, Securities, Series 7, Wealth Management, Investment Strategies, Fixed Income, Private Equity, Bloomberg, Equity Research, Capital Markets, Valuation
Education
Ashland University 2010 — 2013
MBA
Miami University 1992 — 1996
BS, Finance
Riverview Research February 2013 - Present
Hartland & Co. January 2012 - February 2013
Monticello Associates February 2007 - December 2011
McDonald Investments 2005 - 2007
Skills
Financial Modeling, Asset Allocation, Portfolio Management, Investments, Asset Management, Alternative Investments, Investment Management, Financial Analysis, Mutual Funds, Equities, Hedge Funds, Securities, Series 7, Wealth Management, Investment Strategies, Fixed Income, Private Equity, Bloomberg, Equity Research, Capital Markets, Valuation
Education
Ashland University 2010 — 2013
MBA
Miami University 1992 — 1996
BS, Finance
Michelle George's Hartland & Co. Experience June 2008 - June 2010
Job Client Service Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management May 2015 - Present
Wellington Management June 2011 - Present
Aviva August 2010 - May 2011
Hartland & Co. June 2008 - June 2010
Fiorilli Construction October 2007 - May 2008
Crown Pacific Properties 2005 - 2007
Skills
Microsoft Excel, Microsoft Office, Event Planning, PowerPoint, Outlook, Process Scheduler, Microsoft Word, Customer Service, Administrative..., Event Management, Contract Negotiation, Budgets, Office Administration, Visio, Research, File Management, Accounts Payable, Team Building, Social Media, Contract Management, Access, Analysis, Human Resources, Administrative...
Education
University of California, Santa Barbara 2001 — 2005
B.A., Communication; Sports Management
Wellington Management May 2015 - Present
Wellington Management June 2011 - Present
Aviva August 2010 - May 2011
Hartland & Co. June 2008 - June 2010
Fiorilli Construction October 2007 - May 2008
Crown Pacific Properties 2005 - 2007
Skills
Microsoft Excel, Microsoft Office, Event Planning, PowerPoint, Outlook, Process Scheduler, Microsoft Word, Customer Service, Administrative..., Event Management, Contract Negotiation, Budgets, Office Administration, Visio, Research, File Management, Accounts Payable, Team Building, Social Media, Contract Management, Access, Analysis, Human Resources, Administrative...
Education
University of California, Santa Barbara 2001 — 2005
B.A., Communication; Sports Management
Anthony Saracusa, CIMA's Hartland & Co. Experience April 2013 - Present
Job Director at Hartland Institutional & Wealth Advisors
Industry Financial Services
Experience
Hartland & Co. April 2013 - Present
Merrill Lynch November 2004 - May 2013
Merrill Lynch November 2004 - July 2007
Skills
Wealth Management, Mutual Funds, Series 7, Asset Allocation, Equities, 401k, Alternative Investments, Uniform Combined State..., Series 63, Investment Strategies, Investments, Fixed Income, Asset Management, Investment Advisory, Portfolio Management, Securities, Financial Analysis
Education
University of Dayton 1998 — 2002
Business
Saint Ignatius High School 1995 — 1998
Hartland & Co. April 2013 - Present
Merrill Lynch November 2004 - May 2013
Merrill Lynch November 2004 - July 2007
Skills
Wealth Management, Mutual Funds, Series 7, Asset Allocation, Equities, 401k, Alternative Investments, Uniform Combined State..., Series 63, Investment Strategies, Investments, Fixed Income, Asset Management, Investment Advisory, Portfolio Management, Securities, Financial Analysis
Education
University of Dayton 1998 — 2002
Business
Saint Ignatius High School 1995 — 1998
Jamie Pawlak's Hartland & Co. Experience October 2004 - December 2005
Job Cleveland Concierge Interactive at Destination Cleveland Convention and Visitors Bureau
Industry Hospitality
Experience
Destination Cleveland May 2013 - Present
Hyatt Regency Cleveland at the Arcade July 2011 - May 2013
Wyndham Cleveland at PlayhouseSquare May 2010 - June 2011
Outback Steakhouse January 2006 - August 2010
Maintenance Innovations September 2006 - January 2007
Revol Wireless January 2006 - September 2006
Hartland & Co. October 2004 - December 2005
Revol Wireless February 2004 - October 2004
Skills
Marketing, Sales, Food Service, Customer Service, Hospitality, Event Planning, Sales Management, Event Management, Social Media, Time Management, Hotels, Management, Microsoft Office
Education
National Institute of Massotherapy 2002 — 2002
Massage Therapy
Cuyahoga Community College 1999 — 2001
Cuyahoga Valley Career Center 1997 — 1998
Commercial Foods
Garfield Heights High School 1994 — 1998
Destination Cleveland May 2013 - Present
Hyatt Regency Cleveland at the Arcade July 2011 - May 2013
Wyndham Cleveland at PlayhouseSquare May 2010 - June 2011
Outback Steakhouse January 2006 - August 2010
Maintenance Innovations September 2006 - January 2007
Revol Wireless January 2006 - September 2006
Hartland & Co. October 2004 - December 2005
Revol Wireless February 2004 - October 2004
Skills
Marketing, Sales, Food Service, Customer Service, Hospitality, Event Planning, Sales Management, Event Management, Social Media, Time Management, Hotels, Management, Microsoft Office
Education
National Institute of Massotherapy 2002 — 2002
Massage Therapy
Cuyahoga Community College 1999 — 2001
Cuyahoga Valley Career Center 1997 — 1998
Commercial Foods
Garfield Heights High School 1994 — 1998
Kevin Bales, CFA's Hartland & Co. Experience June 2012 - Present
Job Director, Research Analyst at Hartland & Co.
Industry Investment Management
Experience
Hartland & Co. June 2012 - Present
PNC Investments October 2010 - June 2012
PNC Capital Advisors April 2006 - October 2010
Skills
Investments, Equities, Asset Management, Mutual Funds, Portfolio Management, Asset Allocation, Alternative Investments, Financial Modeling, Investment Management, Financial Analysis
Education
John Carroll University 2006 — 2009
MBA, Finance
Cleveland State University 2001 — 2006
BA, Finance
CFA Charterholder
Hartland & Co. June 2012 - Present
PNC Investments October 2010 - June 2012
PNC Capital Advisors April 2006 - October 2010
Skills
Investments, Equities, Asset Management, Mutual Funds, Portfolio Management, Asset Allocation, Alternative Investments, Financial Modeling, Investment Management, Financial Analysis
Education
John Carroll University 2006 — 2009
MBA, Finance
Cleveland State University 2001 — 2006
BA, Finance
CFA Charterholder
Claudine Hartland's Hartland & Co. Experience 1994 - 2000
Job Realtor at Howard Hanna
Industry Real Estate
Experience
Howard Hanna ControllerNextMED Systems2003 - 2005
Hobe & Lucas CPAs 2001 - 2003
Hartland & Co. 1994 - 2000
Wholesale Cellular 1990 - 1992
GTE Mobilnet 1987 - 1990
Skills
First Time Home Buyers, Buyer Representation, Investment Properties, Condos, Relocation, Sellers, Single Family Homes, Listings, Accounting, Foreclosures, New Home Sales, REO, Real Estate, Real Estate Transactions, Referrals, Residential Homes, Short Sales
Education
Cleveland State University
BBA, Accounting
Howard Hanna ControllerNextMED Systems2003 - 2005
Hobe & Lucas CPAs 2001 - 2003
Hartland & Co. 1994 - 2000
Wholesale Cellular 1990 - 1992
GTE Mobilnet 1987 - 1990
Skills
First Time Home Buyers, Buyer Representation, Investment Properties, Condos, Relocation, Sellers, Single Family Homes, Listings, Accounting, Foreclosures, New Home Sales, REO, Real Estate, Real Estate Transactions, Referrals, Residential Homes, Short Sales
Education
Cleveland State University
BBA, Accounting
Maureen Leneghan's Hartland & Co. Experience December 2013 - Present
Job Client Planning Associate at Hartland & Co.
Industry Financial Services
Experience
Hartland & Co. December 2013 - Present
Carnegie Capital Partners LLC September 2009 - September 2012
Carnegie Capital Management Company August 1997 - August 2009
Westfield Insurance Company August 1994 - August 1997
Skills
Fund Compliance, Fund Administration, Investment Company Act..., Money Market Reform, S&P PSFR Criteria, Financial Services, Mutual Funds, Investment Company Act, Account Reconciliation, Financial Analysis, Finance, Alternative Investments, Fund Accounting, Asset Management, Investments, Portfolio Management, Hedge Funds, Cash Flow, Strategic Financial..., Private Equity, Securities, Financial Statements, Auditing, Analysis
Education
The Ohio State University
BSBA, Human Resources
Baldwin-Wallace College
Accounting
Hartland & Co. December 2013 - Present
Carnegie Capital Partners LLC September 2009 - September 2012
Carnegie Capital Management Company August 1997 - August 2009
Westfield Insurance Company August 1994 - August 1997
Skills
Fund Compliance, Fund Administration, Investment Company Act..., Money Market Reform, S&P PSFR Criteria, Financial Services, Mutual Funds, Investment Company Act, Account Reconciliation, Financial Analysis, Finance, Alternative Investments, Fund Accounting, Asset Management, Investments, Portfolio Management, Hedge Funds, Cash Flow, Strategic Financial..., Private Equity, Securities, Financial Statements, Auditing, Analysis
Education
The Ohio State University
BSBA, Human Resources
Baldwin-Wallace College
Accounting
Griffin Sullivan's Hartland & Co. Experience June 2006 - August 2006
Job Principal at Jennison Associates
Industry Investment Management
Experience
Jennison Associates December 2013 - Present
Jennison Associates LLC December 2011 - December 2013
Jennison Associates LLC August 2009 - December 2011
Jennison Associates LLC August 2007 - August 2009
Hartland & Co. June 2006 - August 2006
Skills
Equities, Fixed Income, Hedge Funds, Bloomberg, Asset Management, Alternative Investments, Series 7, Investments, Financial Modeling, Valuation, Securities, Capital Markets
Education
Colgate University 2003 — 2007
Fordham Preparatory School 1999 — 2003
Jennison Associates December 2013 - Present
Jennison Associates LLC December 2011 - December 2013
Jennison Associates LLC August 2009 - December 2011
Jennison Associates LLC August 2007 - August 2009
Hartland & Co. June 2006 - August 2006
Skills
Equities, Fixed Income, Hedge Funds, Bloomberg, Asset Management, Alternative Investments, Series 7, Investments, Financial Modeling, Valuation, Securities, Capital Markets
Education
Colgate University 2003 — 2007
Fordham Preparatory School 1999 — 2003
Tina Sterrett's Hartland & Co. Experience 1989 - Present
Job Chief Administrative Officer at Hartland & Co.
Industry Investment Management
Experience
Hartland & Co. 1989 - Present
Education
University of Dayton 1974 — 1978
Hartland & Co. 1989 - Present
Education
University of Dayton 1974 — 1978
Isabel Ciolek's Hartland & Co. Experience December 2004 - March 2013
Job FP&A Financial Analyst at Tarkett
Industry Accounting
Experience
Tarkett September 2013 - Present
Hartland & Co. December 2004 - March 2013
Skills
Analysis, Finance, Financial Modeling
Education
Cleveland State University 2005 — 2007
Master of Business Administration (M.B.A.), Finance, General
Baldwin Wallace University 1995 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General; Industrial/Organizational Psychology
Tarkett September 2013 - Present
Hartland & Co. December 2004 - March 2013
Skills
Analysis, Finance, Financial Modeling
Education
Cleveland State University 2005 — 2007
Master of Business Administration (M.B.A.), Finance, General
Baldwin Wallace University 1995 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General; Industrial/Organizational Psychology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY