Hilliard Lyons
Description
J.J.B. Hilliard, W.L. Lyons, LLC is a full-service wealth management firm with offices in Illinois, Indiana, Kentucky, Michigan, Mississippi, Missouri, North Carolina, Ohio, South Carolina, Tennessee, and West Virginia. Corporate headquarters are in Louisville, Kentucky. Headquarters: Louisville, Kentucky, United States CEO: James Allen President: Thomas Kessinger III Founded: 1854 Subsidiaries: Avondale Partners, LLC, Parent organization: HL Financial Services, LLC
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Hilliard Lyons Employees
Employee
Years
Job
Industry
Lee LeRoy Lee LeRoy's Hilliard Lyons Experience 2006 - 2014
Job Senior Vice President Investments, Branch Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2014 - Present
Hilliard Lyons 2006 - 2014
Smith Barney August 1997 - January 2006
United States Army June 1985 - December 1989
Skills
Retirement Planning, Strategic Investment..., Investments, Asset Allocation, Retirement, Cash Flow, Mutual Funds, Fixed Annuities, Securities, Investment Strategies, Insurance, Fixed Income
Education
Lawrence Technological University 2009 — 2015
Doctoral Candidate - ABD, Management (expected)
Central Michigan University 2006 — 2008
Master's, Administration
Central Michigan University 1989 — 1993
Bachelor's of Science in Business Administration, Management / Marketing
Wells Fargo Advisors, LLC February 2014 - Present
Hilliard Lyons 2006 - 2014
Smith Barney August 1997 - January 2006
United States Army June 1985 - December 1989
Skills
Retirement Planning, Strategic Investment..., Investments, Asset Allocation, Retirement, Cash Flow, Mutual Funds, Fixed Annuities, Securities, Investment Strategies, Insurance, Fixed Income
Education
Lawrence Technological University 2009 — 2015
Doctoral Candidate - ABD, Management (expected)
Central Michigan University 2006 — 2008
Master's, Administration
Central Michigan University 1989 — 1993
Bachelor's of Science in Business Administration, Management / Marketing
Jeffrey Gough Jeffrey Gough's Hilliard Lyons Experience December 2014 - Present
Job Financial Planner at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons December 2014 - Present
Florida State University August 2011 - December 2014
Hilliard Lyons April 2008 - August 2010
Hilliard Lyons January 2007 - April 2008
Hilliard Lyons May 2006 - January 2007
Progressive Insurance April 2004 - May 2006
Education
Florida State University 2011 — 2014
Doctor of Philosophy (PhD), Economics
Florida State University 2011 — 2013
Master of Science (MS), Economics
Bellarmine University 2003 — 2006
Bachelor of Arts (BA), Economics and Business Administration
Hilliard Lyons December 2014 - Present
Florida State University August 2011 - December 2014
Hilliard Lyons April 2008 - August 2010
Hilliard Lyons January 2007 - April 2008
Hilliard Lyons May 2006 - January 2007
Progressive Insurance April 2004 - May 2006
Education
Florida State University 2011 — 2014
Doctor of Philosophy (PhD), Economics
Florida State University 2011 — 2013
Master of Science (MS), Economics
Bellarmine University 2003 — 2006
Bachelor of Arts (BA), Economics and Business Administration
Logan Perry's Hilliard Lyons Experience February 2014 - May 2014
Job Real Estate Executive in Training | Lease Analyst
Industry Real Estate
Experience
Simon Property Group June 2014 - Present
Hilliard Lyons February 2014 - May 2014
Huntington National Bank May 2013 - January 2014
Plews Shadley Racher & Braun LLP 2012 - 2013
Beck Rocker, P.C. 2011 - 2012
Skills
Microsoft Office, Microsoft Excel, OneNote, Outlook, Spotlight, ThomsonOne, Broker's Ally
Education
Butler University 2010 — 2014
Bachelor's Degree, Finance
Columbus East high School 2006 — 2010
High School
Simon Property Group June 2014 - Present
Hilliard Lyons February 2014 - May 2014
Huntington National Bank May 2013 - January 2014
Plews Shadley Racher & Braun LLP 2012 - 2013
Beck Rocker, P.C. 2011 - 2012
Skills
Microsoft Office, Microsoft Excel, OneNote, Outlook, Spotlight, ThomsonOne, Broker's Ally
Education
Butler University 2010 — 2014
Bachelor's Degree, Finance
Columbus East high School 2006 — 2010
High School
Paraj Tyle Paraj Tyle's Hilliard Lyons Experience June 2011 - July 2011
Job Senior Architect at NVIDIA, Founder Tyle Family Foundation, Cofounder Carage LLC
Industry
Experience
NVIDIA September 2015 - Present
Tyle Family Foundation August 2012 - Present
NVIDIA August 2014 - September 2015
Carnegie Mellon University January 2014 - May 2014
Carnegie Mellon University August 2013 - December 2013
NVIDIA May 2013 - August 2013
NVIDIA June 2012 - August 2012
Carnegie Mellon University December 2011 - March 2012
HCL Technologies August 2011 - August 2011
Hilliard Lyons June 2011 - July 2011
Skills
C, Python, C++, Programming, Java, Matlab, Verilog, Linux, Algorithms, ARM, NGOs, x86 Assembly, HTML, Research, Microsoft Office, PowerPoint, Microsoft Excel, Windows, Photoshop, Microsoft Word
Education
Carnegie Mellon University
Master of Science (MS), Electrical and Computer Engineering, 4.0
Carnegie Mellon University 2010 — 2014
Bachelor of Science (BS), Electrical and Computer Engineering, Economics, 4.0
United World College of South East Asia 2008 — 2010
International Baccalaureate
Delhi Public School, Noida 1996 — 2008
CBSE (Class 10)
NVIDIA September 2015 - Present
Tyle Family Foundation August 2012 - Present
NVIDIA August 2014 - September 2015
Carnegie Mellon University January 2014 - May 2014
Carnegie Mellon University August 2013 - December 2013
NVIDIA May 2013 - August 2013
NVIDIA June 2012 - August 2012
Carnegie Mellon University December 2011 - March 2012
HCL Technologies August 2011 - August 2011
Hilliard Lyons June 2011 - July 2011
Skills
C, Python, C++, Programming, Java, Matlab, Verilog, Linux, Algorithms, ARM, NGOs, x86 Assembly, HTML, Research, Microsoft Office, PowerPoint, Microsoft Excel, Windows, Photoshop, Microsoft Word
Education
Carnegie Mellon University
Master of Science (MS), Electrical and Computer Engineering, 4.0
Carnegie Mellon University 2010 — 2014
Bachelor of Science (BS), Electrical and Computer Engineering, Economics, 4.0
United World College of South East Asia 2008 — 2010
International Baccalaureate
Delhi Public School, Noida 1996 — 2008
CBSE (Class 10)
Jack Brusewitz Jack Brusewitz's Hilliard Lyons Experience January 2013 - Present
Job Senior Vice PresidentPublic Finance Banker at Hilliard Lyons
Industry Investment Banking
Experience
Hilliard Lyons January 2013 - Present
Great Lakes Capital Markets, LLC April 2008 - Present
Quarton Partners May 2010 - June 2012
Raleigh Michigan Studios July 2011 - December 2011
Oppenheimer & Co. April 2004 - March 2008
Energy Systems Group October 2001 - April 2004
Paine Webber August 1989 - June 1991
Merrill Lynch September 1984 - August 1989
Skills
Hedging, Series 7, Alternative Investments, Investments, Securities, Series 63, Bonds, Investment Banking, Estate Planning, Retirement Planning, Capital Markets, FINRA, Finance, Banking, Asset Allocation, Portfolio Management, Mutual Funds, Equities, Wealth Management, Investment Strategies, Private Equity, Mergers & Acquisitions, Financial Services, Valuation, Investment Advisory, Fixed Income, Asset Management, Hedge Funds, Financial Advisory, Financial Modeling, Options, Bloomberg, Trading, Structured Finance, Investor Relations, Funding, Due Diligence, Emerging Markets, Derivatives, Venture Capital, Financial Analysis, Corporate Finance, Wealth Management..., Financial Markets, Financial Structuring, Series 24, Loans, Strategic Financial..., Credit Analysis
Education
Eastern Michigan University 1977 — 1982
BBA, Marketing
De La Salle Collegiate High School 1973 — 1977
Hilliard Lyons January 2013 - Present
Great Lakes Capital Markets, LLC April 2008 - Present
Quarton Partners May 2010 - June 2012
Raleigh Michigan Studios July 2011 - December 2011
Oppenheimer & Co. April 2004 - March 2008
Energy Systems Group October 2001 - April 2004
Paine Webber August 1989 - June 1991
Merrill Lynch September 1984 - August 1989
Skills
Hedging, Series 7, Alternative Investments, Investments, Securities, Series 63, Bonds, Investment Banking, Estate Planning, Retirement Planning, Capital Markets, FINRA, Finance, Banking, Asset Allocation, Portfolio Management, Mutual Funds, Equities, Wealth Management, Investment Strategies, Private Equity, Mergers & Acquisitions, Financial Services, Valuation, Investment Advisory, Fixed Income, Asset Management, Hedge Funds, Financial Advisory, Financial Modeling, Options, Bloomberg, Trading, Structured Finance, Investor Relations, Funding, Due Diligence, Emerging Markets, Derivatives, Venture Capital, Financial Analysis, Corporate Finance, Wealth Management..., Financial Markets, Financial Structuring, Series 24, Loans, Strategic Financial..., Credit Analysis
Education
Eastern Michigan University 1977 — 1982
BBA, Marketing
De La Salle Collegiate High School 1973 — 1977
Hannah Matthies Hannah Matthies's Hilliard Lyons Experience June 2015 - Present
Job Financial Consultant Intern at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons June 2015 - Present
Central Michigan University March 2014 - Present
Vocke Enterprises June 2012 - Present
Aeropostale September 2011 - September 2012
Skills
ThomsonOne, Bloomberg, Microsoft Excel, Microsoft Office, Leadership, Customer Service, SAP, FinanceLogix, Dimensions of..., Microsoft Word, Salesforce.com, Management, ADP Payroll, PowerPoint, Time Management
Education
Central Michigan University 2012 — 2016
Personal Financial Planning and Services/Marketing & Sales, Junior
Lakeview High School 2008 — 2012
Hilliard Lyons June 2015 - Present
Central Michigan University March 2014 - Present
Vocke Enterprises June 2012 - Present
Aeropostale September 2011 - September 2012
Skills
ThomsonOne, Bloomberg, Microsoft Excel, Microsoft Office, Leadership, Customer Service, SAP, FinanceLogix, Dimensions of..., Microsoft Word, Salesforce.com, Management, ADP Payroll, PowerPoint, Time Management
Education
Central Michigan University 2012 — 2016
Personal Financial Planning and Services/Marketing & Sales, Junior
Lakeview High School 2008 — 2012
Long Phan Long Phan's Hilliard Lyons Experience January 2014 - May 2014
Job Customer Service Representative at Minted
Industry Financial Services
Experience
Minted September 2014 - January 2015
Teespring August 2014 - September 2014
Hilliard Lyons January 2014 - May 2014
Encompass Group / Stifel Nicolaus May 2013 - December 2013
Vector Marketing April 2013 - July 2013
Centre College January 2013 - May 2013
Cinema Society, Centre College September 2012 - February 2013
Centre College June 2012 - December 2012
HDN Equipment & Technologies June 2012 - August 2012
Ban Mai June 2012 - August 2012
Skills
Research, Salesforce.com, NetSuite, Customer Service, Film Production, Finance, Nonprofits, English, Event Planning, Community Outreach, Microsoft Office, Microsoft Word, PowerPoint, Travel Management, Vietnamese, Philanthropy, Leadership, Marketing, Volunteer Management, Social Media, Microsoft Excel, Teaching, Sales, Personal Finance, Customer Satisfaction, French, Presentations, Sales Presentations, Organizational..., Financial Reporting, Financial Accounting, Networking, Telecommunications, Foreign Languages, Public Speaking, Editing, Data Analysis, Analysis, Social Networking
Education
Centre College 2010 — 2014
Bachelor of Arts (BA), Economics
Coronado Highschool 2009 — 2010
Highschool Degree
Viet Duc Highschool 2007 — 2010
Delta Kappa Epsilon
Minted September 2014 - January 2015
Teespring August 2014 - September 2014
Hilliard Lyons January 2014 - May 2014
Encompass Group / Stifel Nicolaus May 2013 - December 2013
Vector Marketing April 2013 - July 2013
Centre College January 2013 - May 2013
Cinema Society, Centre College September 2012 - February 2013
Centre College June 2012 - December 2012
HDN Equipment & Technologies June 2012 - August 2012
Ban Mai June 2012 - August 2012
Skills
Research, Salesforce.com, NetSuite, Customer Service, Film Production, Finance, Nonprofits, English, Event Planning, Community Outreach, Microsoft Office, Microsoft Word, PowerPoint, Travel Management, Vietnamese, Philanthropy, Leadership, Marketing, Volunteer Management, Social Media, Microsoft Excel, Teaching, Sales, Personal Finance, Customer Satisfaction, French, Presentations, Sales Presentations, Organizational..., Financial Reporting, Financial Accounting, Networking, Telecommunications, Foreign Languages, Public Speaking, Editing, Data Analysis, Analysis, Social Networking
Education
Centre College 2010 — 2014
Bachelor of Arts (BA), Economics
Coronado Highschool 2009 — 2010
Highschool Degree
Viet Duc Highschool 2007 — 2010
Delta Kappa Epsilon
Hal N. Sullivan, CFP, CWA's Hilliard Lyons Experience May 1983 - Present
Job Senior Vice President, Branch Manager
Industry Financial Services
Experience
Hilliard Lyons May 1983 - Present
Marina Jack 1981 - 1983
EF Hutton 1979 - 1981
Competition Sails, Inc 1976 - 1979
Education
Eckerd College 1972 — 1976
Business Management
Verde Valley School, Sedona, AZ 1969 — 1972
Hilliard Lyons May 1983 - Present
Marina Jack 1981 - 1983
EF Hutton 1979 - 1981
Competition Sails, Inc 1976 - 1979
Education
Eckerd College 1972 — 1976
Business Management
Verde Valley School, Sedona, AZ 1969 — 1972
Barrett Metzger's Hilliard Lyons Experience June 2014 - Present
Job Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons June 2014 - Present
Falls City Soccer Club August 2014 - Present
Hilliard Lyons May 2012 - August 2012
Education
Colgate University 2010 — 2014
Bachelor of Arts (B.A.), History
Saint Xavier High School 2006 — 2010
High School Diploma
The University of Georgia
Cannes Lions Study Abroad Programs
Hilliard Lyons June 2014 - Present
Falls City Soccer Club August 2014 - Present
Hilliard Lyons May 2012 - August 2012
Education
Colgate University 2010 — 2014
Bachelor of Arts (B.A.), History
Saint Xavier High School 2006 — 2010
High School Diploma
The University of Georgia
Cannes Lions Study Abroad Programs
Hunter Hayes Hunter Hayes's Hilliard Lyons Experience February 2010 - May 2010
Job Consultant at FTI Consulting
Industry Hospital & Health Care
Experience
FTI Consulting July 2013 - Present
Healthcare Strategy Group, LLC June 2012 - July 2013
Healthcare Strategy Group, LLC June 2011 - June 2012
Humana July 2010 - May 2011
Healthcare Strategy Group, LLC June 2010 - June 2010
Hilliard Lyons February 2010 - May 2010
Pinnacle Security May 2009 - August 2009
G.S. Overseas Trading Company May 2008 - July 2008
Southern Exposure Photography May 2007 - August 2007
Skills
Analysis, Research, Valuation, Healthcare, Financial Analysis, Excel, Statistics, Microsoft Office, Word, PowerPoint, Data Analysis, Problem Solving, Strategic Planning, Financial Modeling, Market Research, Microsoft Word, Microsoft Excel
Education
University of Kentucky 2010 — 2011
Master, Business Administration
Centre College 2006 — 2010
BS, Mathematics
FTI Consulting July 2013 - Present
Healthcare Strategy Group, LLC June 2012 - July 2013
Healthcare Strategy Group, LLC June 2011 - June 2012
Humana July 2010 - May 2011
Healthcare Strategy Group, LLC June 2010 - June 2010
Hilliard Lyons February 2010 - May 2010
Pinnacle Security May 2009 - August 2009
G.S. Overseas Trading Company May 2008 - July 2008
Southern Exposure Photography May 2007 - August 2007
Skills
Analysis, Research, Valuation, Healthcare, Financial Analysis, Excel, Statistics, Microsoft Office, Word, PowerPoint, Data Analysis, Problem Solving, Strategic Planning, Financial Modeling, Market Research, Microsoft Word, Microsoft Excel
Education
University of Kentucky 2010 — 2011
Master, Business Administration
Centre College 2006 — 2010
BS, Mathematics
Seth Kirk Seth Kirk's Hilliard Lyons Experience December 2009 - June 2011
Job Partner, Reasearch at Williams Inference
Industry Management Consulting
Experience
Williams Inference Services January 2012 - Present
Raven Hill Partners June 2011 - January 2012
Hilliard Lyons December 2009 - June 2011
Edward Jones January 2008 - December 2009
Skills
Seeing the Bigger..., Contextual Analysis, Current Affairs, Research, Reading Comprehension, Editorial, Creative Writing, Weaving, Mutual Funds, Financial Planning, Equities, Investment Portfolio, Financial Research, Strategy, Public Speaking, Financial Modeling, Strategic Financial...
Education
University of Kentucky 2003 — 2007
BSBE, Economics
University of Kentucky 2003 — 2007
BBA, Finance
University of Kentucky 2003 — 2007
Minor, International Business
Alliance Manchester Business School 2006 — 2006
Study Abroad, International Economics
Williams Inference Services January 2012 - Present
Raven Hill Partners June 2011 - January 2012
Hilliard Lyons December 2009 - June 2011
Edward Jones January 2008 - December 2009
Skills
Seeing the Bigger..., Contextual Analysis, Current Affairs, Research, Reading Comprehension, Editorial, Creative Writing, Weaving, Mutual Funds, Financial Planning, Equities, Investment Portfolio, Financial Research, Strategy, Public Speaking, Financial Modeling, Strategic Financial...
Education
University of Kentucky 2003 — 2007
BSBE, Economics
University of Kentucky 2003 — 2007
BBA, Finance
University of Kentucky 2003 — 2007
Minor, International Business
Alliance Manchester Business School 2006 — 2006
Study Abroad, International Economics
Mark Zichterman Mark Zichterman's Hilliard Lyons Experience January 2003 - August 2007
Job Associate Vice President, Investments/Branch Manager at Zichterman Investment Group of Raymond James
Industry Financial Services
Experience
Raymond James August 2007 - Present
Hilliard Lyons January 2003 - August 2007
Herman Miller April 1999 - September 2002
Skills
Strategic Financial..., Investments, Finance, Portfolio Management, Small Business, Leadership, Securities, Retirement, Wealth Management, Financial Advisory, Team Management, 401k, Strategic Planning, Team Building, Credit, Sales, Investment Strategies, Wealth, IRAs, Customer Service
Education
Cornerstone University 1997 — 2002
BA, Business - C.I.S and Management
Hudsonville High School 1993 — 1997
Raymond James August 2007 - Present
Hilliard Lyons January 2003 - August 2007
Herman Miller April 1999 - September 2002
Skills
Strategic Financial..., Investments, Finance, Portfolio Management, Small Business, Leadership, Securities, Retirement, Wealth Management, Financial Advisory, Team Management, 401k, Strategic Planning, Team Building, Credit, Sales, Investment Strategies, Wealth, IRAs, Customer Service
Education
Cornerstone University 1997 — 2002
BA, Business - C.I.S and Management
Hudsonville High School 1993 — 1997
Christopher Gowers Christopher Gowers's Hilliard Lyons Experience January 2011 - May 2011
Job
Industry Financial Services
Experience
Hilliard Lyons January 2011 - May 2011
Northwestern Mutual May 2010 - August 2010
Education
Centre College 2008 — 2011
Masters, Financial Economics
Hilliard Lyons January 2011 - May 2011
Northwestern Mutual May 2010 - August 2010
Education
Centre College 2008 — 2011
Masters, Financial Economics
Emma Mullins Emma Mullins's Hilliard Lyons Experience June 2014 - July 2014
Job Intern at McCarthy Strategic Solutions
Industry
Experience
McCarthy Strategic Solutions February 2015 - May 2015
Hilliard Lyons June 2014 - July 2014
Hilliard Lyons June 2013 - July 2013
Skills
Economics, Financial Modeling, Investments, Equities, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Public Speaking, Research, Social Media, Leadership, Finance, Event Planning, Financial Analysis
Education
Centre College 2011 — 2015
Bachelor of Science (B.S.), Financial Economics
Sayre School
McCarthy Strategic Solutions February 2015 - May 2015
Hilliard Lyons June 2014 - July 2014
Hilliard Lyons June 2013 - July 2013
Skills
Economics, Financial Modeling, Investments, Equities, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Public Speaking, Research, Social Media, Leadership, Finance, Event Planning, Financial Analysis
Education
Centre College 2011 — 2015
Bachelor of Science (B.S.), Financial Economics
Sayre School
Ben Spicer's Hilliard Lyons Experience January 1998 - June 2002
Job Executive Director at Wilson County Community Help Center
Industry Publishing
Experience
Wilson County Community Help Center May 2013 - Present
New Hope Cumberland Presbyterian Church November 2009 - Present
Warner Press Inc. 2002 - 2011
Hilliard Lyons January 1998 - June 2002
Skills
Sales, Customer Service, Musicianship, Creative Writing, Keyboarding, Creative Development, Microsoft Works, Customer Relations, Oral Communications, Public Speaking, Organizational..., Choral, Musicians, Musical Theatre, Publishing, Editing
Education
Anderson University 1981 — 1986
Bachelor of Arts, Christian Education / Music Minor
Wilson County Community Help Center May 2013 - Present
New Hope Cumberland Presbyterian Church November 2009 - Present
Warner Press Inc. 2002 - 2011
Hilliard Lyons January 1998 - June 2002
Skills
Sales, Customer Service, Musicianship, Creative Writing, Keyboarding, Creative Development, Microsoft Works, Customer Relations, Oral Communications, Public Speaking, Organizational..., Choral, Musicians, Musical Theatre, Publishing, Editing
Education
Anderson University 1981 — 1986
Bachelor of Arts, Christian Education / Music Minor
Terri Benson Terri Benson's Hilliard Lyons Experience September 2000 - January 2002
Job Jonesboro School District
Industry Government Administration
Experience
Hilliard Lyons September 2000 - January 2002
Skills
Government, Policy, Public Policy, Policy Analysis, Public Administration, Administrative..., Community Outreach, Nonprofits, Politics, Research, Data Entry, Public Health, Microsoft Office, Outlook, Public Speaking, Administration, Office Administration, PowerPoint, Office Management, Legislative Relations
Education
Arkansas State University 1990 — 1994
Business Administration and Management, General
Hilliard Lyons September 2000 - January 2002
Skills
Government, Policy, Public Policy, Policy Analysis, Public Administration, Administrative..., Community Outreach, Nonprofits, Politics, Research, Data Entry, Public Health, Microsoft Office, Outlook, Public Speaking, Administration, Office Administration, PowerPoint, Office Management, Legislative Relations
Education
Arkansas State University 1990 — 1994
Business Administration and Management, General
Nicole Barker's Hilliard Lyons Experience March 2015 - Present
Job Financial Associate at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons March 2015 - Present
Education
Bellarmine University
Sacred Heart Academy
Hilliard Lyons March 2015 - Present
Education
Bellarmine University
Sacred Heart Academy
Christina Harmon's Hilliard Lyons Experience March 2015 - Present
Job at
Industry Financial Services
Experience
Hilliard Lyons March 2015 - Present
Jefferson National May 2014 - Present
Jefferson National March 2013 - Present
Hilliard Lyons December 2012 - March 2013
Hilliard Lyons August 2010 - December 2012
Hilliard Lyons December 2007 - August 2010
Skills
Marketing, Mutual Funds, Investments, Insurance, Series 63, Wealth Management, Investment Advisory, Retirement Planning
Education
Bellarmine University 2010 — 2012
MBA
University of Louisville 2003 — 2007
Bachelor's, History
Hilliard Lyons March 2015 - Present
Jefferson National May 2014 - Present
Jefferson National March 2013 - Present
Hilliard Lyons December 2012 - March 2013
Hilliard Lyons August 2010 - December 2012
Hilliard Lyons December 2007 - August 2010
Skills
Marketing, Mutual Funds, Investments, Insurance, Series 63, Wealth Management, Investment Advisory, Retirement Planning
Education
Bellarmine University 2010 — 2012
MBA
University of Louisville 2003 — 2007
Bachelor's, History
Margaret Potts Margaret Potts's Hilliard Lyons Experience May 2012 - May 2013
Job Registered Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS May 2013 - Present
Hilliard Lyons May 2012 - May 2013
Fifth Third Bank January 2011 - January 2012
Education
College for Financial Planning 2012 — 2014
CFP Certification Professional Education Program
Centre College 2006 — 2010
BS, Financial Economics
Henry Clay High School 2002 — 2006
UBS May 2013 - Present
Hilliard Lyons May 2012 - May 2013
Fifth Third Bank January 2011 - January 2012
Education
College for Financial Planning 2012 — 2014
CFP Certification Professional Education Program
Centre College 2006 — 2010
BS, Financial Economics
Henry Clay High School 2002 — 2006
Janie Spitznagel's Hilliard Lyons Experience May 1991 - July 1999
Job Realtor at Semonin Realtors
Industry Real Estate
Experience
Semonin Realtors March 2012 - Present
PNC Wealth Management July 1999 - December 2011
Hilliard Lyons May 1991 - July 1999
Skills
Investments, Real Estate, Estate Planning, Asset Managment, Portfolio Management, Investment Strategies, Asset Management, Loans, Investment Advisory, Mortgage Lending, Financial Analysis, Strategic Financial..., Retirement Planning, Insurance, Wealth Management, Small Business, First Time Home Buyers, Investment Properties, Relocation
Education
Bellarmine University
Providence High School
Semonin Realtors March 2012 - Present
PNC Wealth Management July 1999 - December 2011
Hilliard Lyons May 1991 - July 1999
Skills
Investments, Real Estate, Estate Planning, Asset Managment, Portfolio Management, Investment Strategies, Asset Management, Loans, Investment Advisory, Mortgage Lending, Financial Analysis, Strategic Financial..., Retirement Planning, Insurance, Wealth Management, Small Business, First Time Home Buyers, Investment Properties, Relocation
Education
Bellarmine University
Providence High School
Jeremy Lutes's Hilliard Lyons Experience October 1998 - December 1999
Job Executive / Strategist / Growth Initiatives / Business Development / Startups / Turnarounds / Channel Management
Industry Oil & Energy
Experience
Constellation January 2013 - Present
U.S. Energy Services July 2009 - January 2013
Integrys Energy Services May 2007 - July 2009
Fellon-McCord & Associates August 2005 - May 2007
Schneider Electric/Summit Energy January 2000 - August 2005
Hilliard Lyons October 1998 - December 1999
The Louisville Orchestra 1997 - 1998
Skills
Account Management, Energy Management, Strategy, Leadership, Contract Negotiation, Project Management, Risk Management, Management, Contract Management, Natural Gas, Strategic Planning, Energy, Energy Efficiency, Procurement, Microsoft Excel, Team Leadership, Microsoft Office, CRM, Renewable Energy, Business Development, Business Strategy, Energy Industry, Program Management, Infrastructure, Infrastructure..., Process Improvement, Resource Allocation, Resource Utiization, Startup Development, Turnaround Initiatives, Expansion Strategies, Strategic Partnerships, Channel Management, Client Relationship..., Cross-functional..., Process Design, Shareholder Value, Customer Acquisition, Client Retention, Tactical Sales Planning, Restructuring, Productivity Improvement
Education
Marylhurst University 2010 — 2013
Master of Business Administration (M.B.A.), Sustainability (Renewable Energy Concentration), 3.89 GPA, with Honors
Bellarmine University 1994 — 1998
B.A., Sociology
Constellation January 2013 - Present
U.S. Energy Services July 2009 - January 2013
Integrys Energy Services May 2007 - July 2009
Fellon-McCord & Associates August 2005 - May 2007
Schneider Electric/Summit Energy January 2000 - August 2005
Hilliard Lyons October 1998 - December 1999
The Louisville Orchestra 1997 - 1998
Skills
Account Management, Energy Management, Strategy, Leadership, Contract Negotiation, Project Management, Risk Management, Management, Contract Management, Natural Gas, Strategic Planning, Energy, Energy Efficiency, Procurement, Microsoft Excel, Team Leadership, Microsoft Office, CRM, Renewable Energy, Business Development, Business Strategy, Energy Industry, Program Management, Infrastructure, Infrastructure..., Process Improvement, Resource Allocation, Resource Utiization, Startup Development, Turnaround Initiatives, Expansion Strategies, Strategic Partnerships, Channel Management, Client Relationship..., Cross-functional..., Process Design, Shareholder Value, Customer Acquisition, Client Retention, Tactical Sales Planning, Restructuring, Productivity Improvement
Education
Marylhurst University 2010 — 2013
Master of Business Administration (M.B.A.), Sustainability (Renewable Energy Concentration), 3.89 GPA, with Honors
Bellarmine University 1994 — 1998
B.A., Sociology
John Volpert's Hilliard Lyons Experience March 2010 - Present
Job Financial Associate at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons March 2010 - Present
Red Giant Advertising Media PR October 2006 - March 2009
t:m interactive 2004 - 2005
FusionDM 1999 - 2000
Deutsch 1998 - 1999
Ketchum Directory Advertising 1994 - 1997
Skills
Hold Series 7, Business Analysis, Financial Analysis, Social Media Marketing, Marketing Strategy, Management, Mutual Funds, Marketing, Digital Marketing, Marketing Communications
Education
Ball State University 1989 — 1993
Providence High School
Providence High School
Hilliard Lyons March 2010 - Present
Red Giant Advertising Media PR October 2006 - March 2009
t:m interactive 2004 - 2005
FusionDM 1999 - 2000
Deutsch 1998 - 1999
Ketchum Directory Advertising 1994 - 1997
Skills
Hold Series 7, Business Analysis, Financial Analysis, Social Media Marketing, Marketing Strategy, Management, Mutual Funds, Marketing, Digital Marketing, Marketing Communications
Education
Ball State University 1989 — 1993
Providence High School
Providence High School
Daniel Creager, CWA®'s Hilliard Lyons Experience October 1999 - January 2004
Job Financial Advisor at PNC Investments
Industry Investment Management
Experience
PNC Investments January 2004 - Present
Hilliard Lyons October 1999 - January 2004
Education
Michigan State University, The Estate and Wealth Strategies Institute
CWA Chartered Weath Advisor, Estate and Wealth Planning Strategies
Eastern Kentucky University
Bachelor of Business Administration (B.B.A.)
PNC Investments January 2004 - Present
Hilliard Lyons October 1999 - January 2004
Education
Michigan State University, The Estate and Wealth Strategies Institute
CWA Chartered Weath Advisor, Estate and Wealth Planning Strategies
Eastern Kentucky University
Bachelor of Business Administration (B.B.A.)
Meg Grossman's Hilliard Lyons Experience August 2013 - Present
Job Financial Consultant at Hilliard Lyons
Industry Investment Management
Experience
Hilliard Lyons August 2013 - Present
Ohio Wesleyan University July 2010 - July 2013
Ohio Wesleyan University July 2010 - July 2013
Education
Allegheny College 2006 — 2010
Bachelor of Arts (B.A.), Managerial Economics
Hilliard Lyons August 2013 - Present
Ohio Wesleyan University July 2010 - July 2013
Ohio Wesleyan University July 2010 - July 2013
Education
Allegheny College 2006 — 2010
Bachelor of Arts (B.A.), Managerial Economics
Chambers Moore, CTFA Chambers Moore, CTFA's Hilliard Lyons Experience January 2014 - Present
Job Relationship Manager at Hilliard Lyons Trust Company
Industry Financial Services
Experience
Hilliard Lyons January 2014 - Present
Hilliard Lyons September 2006 - January 2014
Jones & Bartlett Learning 2003 - 2005
Harvard University 2001 - 2003
Education
Columbia University - Graduate School of Journalism
Master's degree, Journalism
Simmons College
Bachelor's degree, Liberal Arts
Cannon Trust School
Graduate, Trust I, II and III
Hilliard Lyons January 2014 - Present
Hilliard Lyons September 2006 - January 2014
Jones & Bartlett Learning 2003 - 2005
Harvard University 2001 - 2003
Education
Columbia University - Graduate School of Journalism
Master's degree, Journalism
Simmons College
Bachelor's degree, Liberal Arts
Cannon Trust School
Graduate, Trust I, II and III
Julie Naviaux's Hilliard Lyons Experience August 2007 - August 2009
Job PhD Candidate / Primary Instructor at University of Kentucky
Industry Research
Experience
Independent January 2012 - Present
University of Kentucky August 2009 - Present
University of Kentucky August 2011 - December 2013
University of Kentucky August 2010 - May 2013
University of Kentucky January 2011 - May 2011
Hilliard Lyons August 2007 - August 2009
A.G. Edwards September 2004 - August 2007
Skills
Teaching, Editing, Proofreading, Research, Analysis, University Teaching, Curriculum Design, Higher Education, Publishing, Books, Qualitative Research, Literature, Public Speaking, Microsoft Office, Writing, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Event Planning, History
Education
University of Kentucky 2009 — 2016
Doctor of Philosophy (PhD) & GWS Certificate, African American Literature & 20th Century American Literature
University of Louisville 2005 — 2007
Master of Arts (M.A.), English Language and Literature/Letters
Bellarmine University 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature/Letters
Independent January 2012 - Present
University of Kentucky August 2009 - Present
University of Kentucky August 2011 - December 2013
University of Kentucky August 2010 - May 2013
University of Kentucky January 2011 - May 2011
Hilliard Lyons August 2007 - August 2009
A.G. Edwards September 2004 - August 2007
Skills
Teaching, Editing, Proofreading, Research, Analysis, University Teaching, Curriculum Design, Higher Education, Publishing, Books, Qualitative Research, Literature, Public Speaking, Microsoft Office, Writing, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Event Planning, History
Education
University of Kentucky 2009 — 2016
Doctor of Philosophy (PhD) & GWS Certificate, African American Literature & 20th Century American Literature
University of Louisville 2005 — 2007
Master of Arts (M.A.), English Language and Literature/Letters
Bellarmine University 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature/Letters
Kristen W. Wheeler CWA® Kristen W. Wheeler CWA®'s Hilliard Lyons Experience February 1999 - Present
Job Sr. Vice President/Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons February 1999 - Present
Education
Xavier University 1989 — 1993
Bachelor of Science (B.S.), Psychology
Arizona State University 1994 — 1996
Master's degree, Social Work
Hilliard Lyons February 1999 - Present
Education
Xavier University 1989 — 1993
Bachelor of Science (B.S.), Psychology
Arizona State University 1994 — 1996
Master's degree, Social Work
Nick A. Clay's Hilliard Lyons Experience July 2007 - October 2010
Job AAMS®, Financial Advisor
Industry Financial Services
Experience
BCS Wealth Management, LLC October 2010 - Present
Hilliard Lyons July 2007 - October 2010
Blackburn, Childers & Steagall, PLC October 2005 - June 2007
Skills
Retirement Planning, Estate Planning, Investments, Strategic Financial..., Fixed Annuities, Financial Advisory, Wealth Management, Retirement, IRAs, Insurance, Long-term Care, Asset Allocation, Mutual Funds, Uniform Combined State..., Public Speaking, Tax, Financial Analysis, Financial Planners, Health Insurance, Investment Advisory, Retirement Income..., Alternative Investments, Licensed Life & Health..., Small Business, Disability Insurance, Finance, Wealth, 401k, Insurance Planning, Business Group Benefits, Investment Tax..., Licensed Property &...
Education
The University of Georgia 2014 — 2015
Certified Financial Planner Program
College for Financial Planning 2007 — 2008
AAMS, Accredited Asset Management Specialist
East Tennessee State University 2002 — 2005
Corporate Finance, Investments
Science Hill 1997 — 2001
BCS Wealth Management, LLC October 2010 - Present
Hilliard Lyons July 2007 - October 2010
Blackburn, Childers & Steagall, PLC October 2005 - June 2007
Skills
Retirement Planning, Estate Planning, Investments, Strategic Financial..., Fixed Annuities, Financial Advisory, Wealth Management, Retirement, IRAs, Insurance, Long-term Care, Asset Allocation, Mutual Funds, Uniform Combined State..., Public Speaking, Tax, Financial Analysis, Financial Planners, Health Insurance, Investment Advisory, Retirement Income..., Alternative Investments, Licensed Life & Health..., Small Business, Disability Insurance, Finance, Wealth, 401k, Insurance Planning, Business Group Benefits, Investment Tax..., Licensed Property &...
Education
The University of Georgia 2014 — 2015
Certified Financial Planner Program
College for Financial Planning 2007 — 2008
AAMS, Accredited Asset Management Specialist
East Tennessee State University 2002 — 2005
Corporate Finance, Investments
Science Hill 1997 — 2001
Seth Owen's Hilliard Lyons Experience October 2012 - Present
Job VP, Licensing & Registrations Manager at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons October 2012 - Present
Hilliard Lyons June 2012 - October 2012
PNC February 2011 - June 2012
Brogan Financial, Inc. May 2009 - October 2010
Merrill Lynch October 2008 - April 2009
Syndicated Capital, Inc. June 2007 - April 2009
Churchill Management Group January 2005 - May 2007
Skills
Series 7, Investments, Mutual Funds, Securities, Management, FINRA, Financial Services, Investment Advisory, Equities, Fixed Income
Education
Middle Tennessee State University 1999 — 2002
Bachelor's Degree
Campbellsville University 1998 — 1999
Hilliard Lyons October 2012 - Present
Hilliard Lyons June 2012 - October 2012
PNC February 2011 - June 2012
Brogan Financial, Inc. May 2009 - October 2010
Merrill Lynch October 2008 - April 2009
Syndicated Capital, Inc. June 2007 - April 2009
Churchill Management Group January 2005 - May 2007
Skills
Series 7, Investments, Mutual Funds, Securities, Management, FINRA, Financial Services, Investment Advisory, Equities, Fixed Income
Education
Middle Tennessee State University 1999 — 2002
Bachelor's Degree
Campbellsville University 1998 — 1999
Collin Lopez Collin Lopez's Hilliard Lyons Experience July 2013 - August 2013
Job Investment Banking Analyst at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
Raymond James Financial, Inc. June 2014 - May 2015
Hilliard Lyons July 2013 - August 2013
Skills
Microsoft Office, Python, Stata, Problem Solving, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Leadership
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master of Science in Finance
Centre College 2010 — 2014
Bachelor of Science (B.S.), cum laude, Financial Economics & Mathematics
Raymond James Financial, Inc. May 2015 - Present
Raymond James Financial, Inc. June 2014 - May 2015
Hilliard Lyons July 2013 - August 2013
Skills
Microsoft Office, Python, Stata, Problem Solving, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Leadership
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master of Science in Finance
Centre College 2010 — 2014
Bachelor of Science (B.S.), cum laude, Financial Economics & Mathematics
Randel G. Morris, CFP®, CWA® Randel G. Morris, CFP®, CWA®'s Hilliard Lyons Experience March 1999 - Present
Job Senior Vice President | Regional Manager at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons March 1999 - Present
PNC Brokerage 1997 - 1999
PNC Brokerage 1994 - 1997
Skills
Business Development, Leadership, Wealth Management..., Strategic Planning, Sales, Sales Management
Education
California University of Pennsylvania 1989 — 1990
Master of Science, Business Administration and Management, General
Indiana University of Pennsylvania 1980 — 1984
Bachelor of Science, Finance and Financial Management
Beth Center HS
Hilliard Lyons March 1999 - Present
PNC Brokerage 1997 - 1999
PNC Brokerage 1994 - 1997
Skills
Business Development, Leadership, Wealth Management..., Strategic Planning, Sales, Sales Management
Education
California University of Pennsylvania 1989 — 1990
Master of Science, Business Administration and Management, General
Indiana University of Pennsylvania 1980 — 1984
Bachelor of Science, Finance and Financial Management
Beth Center HS
Xue Mi Xue Mi's Hilliard Lyons Experience January 2014 - April 2014
Job Financial Analyst at Frontier Communities
Industry Financial Services
Experience
Frontier Communities September 2014 - May 2015
Hilliard Lyons January 2014 - April 2014
University of Cincinnati December 2012 - April 2013
Morgan Stanley Huaxin Funds June 2012 - July 2012
Skills
Data Analysis, Financial Analysis, Corporate Finance, Financial Modeling, Finance, Valuation, Equities, Derivatives, Bloomberg, Equity Research, Capital IQ, SQL, VBA, SAS
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2014
Master's degree, Finance, Concentrations in Corporate Finance and Investment Banking
University of Cincinnati 2011 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.86
Beijing Jiaotong University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Frontier Communities September 2014 - May 2015
Hilliard Lyons January 2014 - April 2014
University of Cincinnati December 2012 - April 2013
Morgan Stanley Huaxin Funds June 2012 - July 2012
Skills
Data Analysis, Financial Analysis, Corporate Finance, Financial Modeling, Finance, Valuation, Equities, Derivatives, Bloomberg, Equity Research, Capital IQ, SQL, VBA, SAS
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2014
Master's degree, Finance, Concentrations in Corporate Finance and Investment Banking
University of Cincinnati 2011 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.86
Beijing Jiaotong University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Drew Hawley's Hilliard Lyons Experience August 2011 - Present
Job Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons August 2011 - Present
Wells Fargo Advisors, LLC. June 1990 - August 2011
Education
Brescia University 1988 — 1990
BS, Finance
University of Kentucky 1984 — 1988
Hilliard Lyons August 2011 - Present
Wells Fargo Advisors, LLC. June 1990 - August 2011
Education
Brescia University 1988 — 1990
BS, Finance
University of Kentucky 1984 — 1988
Rachel Gripp's Hilliard Lyons Experience June 2007 - April 2009
Job Course Developer
Industry E-Learning
Experience
Trinity Life Center November 2006 - Present
Media Marketers, Inc. April 2009 - August 2010
Hilliard Lyons June 2007 - April 2009
PB Electronics, Inc. September 2006 - June 2007
United States Attorney's Office - WDKY July 2003 - September 2006
Skills
Public Speaking, Training, Social Media, Research, Microsoft Office, Customer Service, Social Media Marketing, Nonprofits, PowerPoint, Event Planning, Microsoft Word, Microsoft Excel, Public Relations, Community Outreach, Marketing, Project Management
Education
Bellarmine University 2003 — 2006
BA, Music & Communication
A Beka Academy 1996 — 2003
High School Diploma
Trinity Life Center November 2006 - Present
Media Marketers, Inc. April 2009 - August 2010
Hilliard Lyons June 2007 - April 2009
PB Electronics, Inc. September 2006 - June 2007
United States Attorney's Office - WDKY July 2003 - September 2006
Skills
Public Speaking, Training, Social Media, Research, Microsoft Office, Customer Service, Social Media Marketing, Nonprofits, PowerPoint, Event Planning, Microsoft Word, Microsoft Excel, Public Relations, Community Outreach, Marketing, Project Management
Education
Bellarmine University 2003 — 2006
BA, Music & Communication
A Beka Academy 1996 — 2003
High School Diploma
Dave Lambers Dave Lambers's Hilliard Lyons Experience January 2007 - December 2009
Job Vice President & Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. April 2015 - Present
First Tennessee Bank December 2009 - February 2015
Hilliard Lyons January 2007 - December 2009
AIG May 2005 - December 2007
MICROBRUSH INTERNATIONAL CORPORATION February 2003 - January 2004
Eastman Kodak March 1999 - February 2002
Eastman Kodak September 1992 - March 1998
Eastman Kodak September 1992 - June 1995
Eastman Kodak Co September 1992 - July 1994
Eastman Kodak July 1989 - September 1992
Skills
Investment Strategies, Retirement Planning, Asset Management, Wealth Planning, Risk Assessment, Special Needs Planning, Financial advice, Investment Management
Education
University of Virginia, Darden Graduate School of Business Administration 2000 — 2000
Certificiate, Channel Management
Columbia University - Columbia Business School 1999 — 1999
Certificate, Sales Management
Liberty University 1981 — 1985
BS, Business Administration/Psycology
College for Financial Planning
Accredited Asset Management Specialist - AAMS, Portfolio Design & Asset Management
SunTrust Investment Services, Inc. April 2015 - Present
First Tennessee Bank December 2009 - February 2015
Hilliard Lyons January 2007 - December 2009
AIG May 2005 - December 2007
MICROBRUSH INTERNATIONAL CORPORATION February 2003 - January 2004
Eastman Kodak March 1999 - February 2002
Eastman Kodak September 1992 - March 1998
Eastman Kodak September 1992 - June 1995
Eastman Kodak Co September 1992 - July 1994
Eastman Kodak July 1989 - September 1992
Skills
Investment Strategies, Retirement Planning, Asset Management, Wealth Planning, Risk Assessment, Special Needs Planning, Financial advice, Investment Management
Education
University of Virginia, Darden Graduate School of Business Administration 2000 — 2000
Certificiate, Channel Management
Columbia University - Columbia Business School 1999 — 1999
Certificate, Sales Management
Liberty University 1981 — 1985
BS, Business Administration/Psycology
College for Financial Planning
Accredited Asset Management Specialist - AAMS, Portfolio Design & Asset Management
Neil Revlett's Hilliard Lyons Experience January 2014 - Present
Job Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons January 2014 - Present
Revlett Real Estate Services January 2009 - Present
Workforce Essentials April 2007 - February 2009
Crown Services May 2006 - April 2007
City of Clarksville, TN - Parks and Recreation October 2005 - April 2006
Nashville Sounds January 2005 - October 2005
Hibbett Sporting Goods May 2004 - January 2005
Austin Peay State University January 1999 - April 2004
YMCA of Middle Tennessee September 1998 - January 2004
Skills
Real Estate, Leadership, Sales, Short Sales, New Home Sales, Nonprofits, Investment Properties, First Time Home Buyers, Sellers, Real Estate Transactions, CRM, Strategic Planning, Marketing, Residential Homes, Foreclosures, Entrepreneurship, Management, Relocation, Public Speaking, Property Management, Customer Service
Education
Austin Peay State University 2001 — 2005
Master of Science (M.S.), Sport and Fitness Administration/Management
Austin Peay State University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Hilliard Lyons January 2014 - Present
Revlett Real Estate Services January 2009 - Present
Workforce Essentials April 2007 - February 2009
Crown Services May 2006 - April 2007
City of Clarksville, TN - Parks and Recreation October 2005 - April 2006
Nashville Sounds January 2005 - October 2005
Hibbett Sporting Goods May 2004 - January 2005
Austin Peay State University January 1999 - April 2004
YMCA of Middle Tennessee September 1998 - January 2004
Skills
Real Estate, Leadership, Sales, Short Sales, New Home Sales, Nonprofits, Investment Properties, First Time Home Buyers, Sellers, Real Estate Transactions, CRM, Strategic Planning, Marketing, Residential Homes, Foreclosures, Entrepreneurship, Management, Relocation, Public Speaking, Property Management, Customer Service
Education
Austin Peay State University 2001 — 2005
Master of Science (M.S.), Sport and Fitness Administration/Management
Austin Peay State University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Judson Gee, CEP ® Judson Gee, CEP ®'s Hilliard Lyons Experience January 1995 - September 2000
Job Managing Partner & Founder, JHG Financial Advisors
Industry Financial Services
Experience
JHG Financial Advisors September 2000 - Present
LPL Financial 2001 - 2013
Hilliard Lyons January 1995 - September 2000
Skills
Retirement Planning, Series 7, Asset Management, Securities, Risk Management, FINRA, Series 63, Wealth Management, Asset Allocation, Mutual Funds, Retirement, Investments, Strategic Financial..., 401k, Investment Advisory, Alternative Investments, Fixed Annuities, Estate Planning, Investment Strategies, Portfolio Management, Financial Advisory
Education
University of North Carolina at Charlotte 1990 — 1993
BA
Central Piedmont Community College 1987 — 1990
Bachelor's degree
JHG Financial Advisors September 2000 - Present
LPL Financial 2001 - 2013
Hilliard Lyons January 1995 - September 2000
Skills
Retirement Planning, Series 7, Asset Management, Securities, Risk Management, FINRA, Series 63, Wealth Management, Asset Allocation, Mutual Funds, Retirement, Investments, Strategic Financial..., 401k, Investment Advisory, Alternative Investments, Fixed Annuities, Estate Planning, Investment Strategies, Portfolio Management, Financial Advisory
Education
University of North Carolina at Charlotte 1990 — 1993
BA
Central Piedmont Community College 1987 — 1990
Bachelor's degree
Bryan Fitzpatrick's Hilliard Lyons Experience May 2013 - Present
Job Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons May 2013 - Present
Education
Georgetown University
M.P.S. Real Estate Finance
Louis D. Brandeis School of Law at the University of Louisville
J.D.
Centre College
Woodberry Forest School
Hilliard Lyons May 2013 - Present
Education
Georgetown University
M.P.S. Real Estate Finance
Louis D. Brandeis School of Law at the University of Louisville
J.D.
Centre College
Woodberry Forest School
Kimmy (Borui) Zhang's Hilliard Lyons Experience May 2014 - July 2014
Job Summer Analyst at Sovereign's Capital
Industry Investment Management
Experience
Sovereign's Capital May 2015 - Present
Centre Investment Society April 2015 - Present
Alpha Capital Corporation December 2014 - January 2015
Hilliard Lyons May 2014 - July 2014
Beyond English May 2013 - August 2013
Citi Young Talent Program, Citibank July 2012 - August 2012
SRI LP February 2012 - May 2012
Skills
Microsoft Excel, Financial Modeling, Equity Research, Teaching English as a..., Event Planning
Education
Centre College 2012 — 2016
Bachelor of Science (B.S.), Financial Economics, Minors in Music and Mathmatics
Sayre School
Millbrook School 2010 — 2011
Sovereign's Capital May 2015 - Present
Centre Investment Society April 2015 - Present
Alpha Capital Corporation December 2014 - January 2015
Hilliard Lyons May 2014 - July 2014
Beyond English May 2013 - August 2013
Citi Young Talent Program, Citibank July 2012 - August 2012
SRI LP February 2012 - May 2012
Skills
Microsoft Excel, Financial Modeling, Equity Research, Teaching English as a..., Event Planning
Education
Centre College 2012 — 2016
Bachelor of Science (B.S.), Financial Economics, Minors in Music and Mathmatics
Sayre School
Millbrook School 2010 — 2011
Amanda Melick Amanda Melick's Hilliard Lyons Experience August 2007 - February 2010
Job Investment Officer at AFLCIO Housing Investment Trust
Industry Real Estate
Experience
AFL-CIO Housing Investment Trust February 2015 - Present
Fore Property Company July 2014 - February 2015
George Washington University August 2012 - May 2014
Bond Beebe July 2010 - June 2012
Hilliard Lyons August 2007 - February 2010
Hilliard Lyons December 2005 - January 2006
Skills
Finance, Argus Modeling, Corporate Finance, Financial Advisory, Series 7, Mutual Funds, Personal Financial..., Morningstar, Series 63, Equities, Accounting, Outstanding..., Office Operations, ThomsonOne, Retirement Planning, Microsoft Excel, Portfolio Management
Education
The George Washington University - School of Business 2012 — 2014
Candidate - Master of Business Administration (M.B.A.)
Elon University - Martha and Spencer Love School of Business 2003 — 2007
Bachelor of Science (BS), Business Administration, Concentration in Finance
Charleston Catholic High School
Elon University
AFL-CIO Housing Investment Trust February 2015 - Present
Fore Property Company July 2014 - February 2015
George Washington University August 2012 - May 2014
Bond Beebe July 2010 - June 2012
Hilliard Lyons August 2007 - February 2010
Hilliard Lyons December 2005 - January 2006
Skills
Finance, Argus Modeling, Corporate Finance, Financial Advisory, Series 7, Mutual Funds, Personal Financial..., Morningstar, Series 63, Equities, Accounting, Outstanding..., Office Operations, ThomsonOne, Retirement Planning, Microsoft Excel, Portfolio Management
Education
The George Washington University - School of Business 2012 — 2014
Candidate - Master of Business Administration (M.B.A.)
Elon University - Martha and Spencer Love School of Business 2003 — 2007
Bachelor of Science (BS), Business Administration, Concentration in Finance
Charleston Catholic High School
Elon University
Chelsey Minch's Hilliard Lyons Experience August 2011 - October 2012
Job Account Manager
Industry Insurance
Experience
Insuramax July 2015 - Present
Assumption High School November 2013 - Present
Preferred Benefits LLC May 2014 - July 2015
Preferred Benefits October 2012 - May 2014
Hilliard Lyons August 2011 - October 2012
Midland Trail Golf Club April 2007 - May 2011
Sherwin-Williams May 2010 - August 2010
Wildwood Country Club May 2004 - April 2007
Skills
Budgets, Insurance, Employee Benefits, Customer Service, Microsoft Excel, PowerPoint, Event Planning, Leadership, Microsoft Office, Management, Accounts Payable, Public Speaking, Fundraising, Event Management, Financial Analysis, Strategic Planning, Outlook, Social Media, Process Improvement, Social Media Marketing, Project Management
Education
Bellarmine University 2007 — 2011
Bachelor of Arts, Business Administration
Assumption High School 2003 — 2007
High School
Insuramax July 2015 - Present
Assumption High School November 2013 - Present
Preferred Benefits LLC May 2014 - July 2015
Preferred Benefits October 2012 - May 2014
Hilliard Lyons August 2011 - October 2012
Midland Trail Golf Club April 2007 - May 2011
Sherwin-Williams May 2010 - August 2010
Wildwood Country Club May 2004 - April 2007
Skills
Budgets, Insurance, Employee Benefits, Customer Service, Microsoft Excel, PowerPoint, Event Planning, Leadership, Microsoft Office, Management, Accounts Payable, Public Speaking, Fundraising, Event Management, Financial Analysis, Strategic Planning, Outlook, Social Media, Process Improvement, Social Media Marketing, Project Management
Education
Bellarmine University 2007 — 2011
Bachelor of Arts, Business Administration
Assumption High School 2003 — 2007
High School
Thorp Harrison Thorp Harrison's Hilliard Lyons Experience October 1996 - Present
Job Senior Vice President | Financial Consultant | The Harrison Resch Group of Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons October 1996 - Present
Bank Of Louisville 1995 - 1996
Education
Centre College 1991 — 1995
Bachelor's degree, Economics and Spanish
Saint Xavier High School 1988 — 1991
Hilliard Lyons October 1996 - Present
Bank Of Louisville 1995 - 1996
Education
Centre College 1991 — 1995
Bachelor's degree, Economics and Spanish
Saint Xavier High School 1988 — 1991
Hannah Cummings's Hilliard Lyons Experience May 2014 - August 2014
Job Judicial Clerk at Washington Superior/Circuit Courts
Industry Law Practice
Experience
Washington Superior/Circuit Courts May 2015 - Present
Hilliard Lyons May 2014 - August 2014
YMCA of Southern Indiana February 2006 - July 2014
Kentucky School Boards Association January 2013 - May 2013
Asbury University August 2011 - May 2012
Asbury University January 2011 - May 2011
Baptist Press August 2010 - December 2010
Asbury University January 2010 - May 2010
Skills
Journalism, Copy Editing, Public Policy, Social Media, Microsoft Office, Lobbying, Childcare, Education, Ap Style, Legislative Research, Basic HTML, Adobe Creative Suite, Layout Design, AP Style, Blogging, Newsletters
Education
Maurer School of Law (Indiana University) 2013 — 2016
Juris Doctorate (J.D.), Constitutional Law
Asbury College 2010 — 2013
B.A., Political Science, 3.84
Washington Journalism Center 2010 — 2010
Reporting in Washington
Anderson University 2009 — 2009
Washington Superior/Circuit Courts May 2015 - Present
Hilliard Lyons May 2014 - August 2014
YMCA of Southern Indiana February 2006 - July 2014
Kentucky School Boards Association January 2013 - May 2013
Asbury University August 2011 - May 2012
Asbury University January 2011 - May 2011
Baptist Press August 2010 - December 2010
Asbury University January 2010 - May 2010
Skills
Journalism, Copy Editing, Public Policy, Social Media, Microsoft Office, Lobbying, Childcare, Education, Ap Style, Legislative Research, Basic HTML, Adobe Creative Suite, Layout Design, AP Style, Blogging, Newsletters
Education
Maurer School of Law (Indiana University) 2013 — 2016
Juris Doctorate (J.D.), Constitutional Law
Asbury College 2010 — 2013
B.A., Political Science, 3.84
Washington Journalism Center 2010 — 2010
Reporting in Washington
Anderson University 2009 — 2009
Anita Giglio Anita Giglio's Hilliard Lyons Experience June 1990 - August 2006
Job Director of Client Services at Hardy Reed, LLC
Industry Financial Services
Experience
Hardy Reed, LLC August 2006 - Present
Hilliard Lyons June 1990 - August 2006
Education
Mississippi State University
Bachelor of Science (B.S.), College of Education
College for Financial Planning
Accredited Asset Management SpecialistSM
Hardy Reed, LLC August 2006 - Present
Hilliard Lyons June 1990 - August 2006
Education
Mississippi State University
Bachelor of Science (B.S.), College of Education
College for Financial Planning
Accredited Asset Management SpecialistSM
Pamela McCallum's Hilliard Lyons Experience February 2009 - June 2010
Job Investment Advisory at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank October 2010 - Present
Hilliard Lyons February 2009 - June 2010
Hilliard Lyons August 2008 - February 2010
Republic Bank March 2005 - August 2008
Skills
Investment Advisory, Credit, Insurance, Portfolio Management, Investments, Wealth Management, Retirement Planning, New Business Development, Financial Modeling, Securities, Equities, Relationship Management, Financial Advisory, Financial Services, Asset Allocation, Finance, Management, Customer Service, Financial Analysis, Banking, Leadership
Education
Bellarmine University 2009 — 2010
Certificate, Financial Planning
Indiana University-Southeast 2002 — 2007
BS, Finance
Fifth Third Bank October 2010 - Present
Hilliard Lyons February 2009 - June 2010
Hilliard Lyons August 2008 - February 2010
Republic Bank March 2005 - August 2008
Skills
Investment Advisory, Credit, Insurance, Portfolio Management, Investments, Wealth Management, Retirement Planning, New Business Development, Financial Modeling, Securities, Equities, Relationship Management, Financial Advisory, Financial Services, Asset Allocation, Finance, Management, Customer Service, Financial Analysis, Banking, Leadership
Education
Bellarmine University 2009 — 2010
Certificate, Financial Planning
Indiana University-Southeast 2002 — 2007
BS, Finance
Angie Messer's Hilliard Lyons Experience 2008 - Present
Job Financial Consultant at Hilliard Lyons
Industry Investment Management
Experience
Hilliard Lyons 2008 - Present
Self - Employed 2006 - 2008
Education
Earlham College 1992 — 1996
Hilliard Lyons 2008 - Present
Self - Employed 2006 - 2008
Education
Earlham College 1992 — 1996
David J. Fry, CTP, MPS, CDT's Hilliard Lyons Experience July 1987 - January 1991
Job President/Owner Effective Advancement Strategies SpeakerConsultantGroup FacilitatorFundraiserCoach
Industry Nonprofit Organization Management
Experience
Effective Advancement Strategies January 2015 - Present
Decatur County Memorial Hospital May 2013 - February 2015
Decatur County Memorial Hospital June 2005 - June 2013
Fifth Third Bank January 1991 - June 2005
Hilliard Lyons July 1987 - January 1991
Union Bank & Trust (Currently Mainsource Bank) November 1976 - July 1987
Skills
Fundraising, Strategic Planning, Nonprofits, Public Relations, Community Development, Healthcare, Public Speaking, Leadership, Team Building, Management, Customer Service, Non-profits, Marketing, Budgets, Sales, Event Planning, Process Improvement, Community Outreach, Grant Writing, Microsoft Office, Leadership Development, Social Media, Financial Analysis, Finance, Banking, Portfolio Management, Training, Budget, Program Management, Website Administration, Motivational Speaking, Volunteer Management, Volunteer Recruiting, Non-profit Board..., DISC Certified, Personality Styles, Vision Development, Mission Development, Coaching, Policy, Organizational..., Consulting, Marketing Communications, Change Management
Education
Indiana University - Center on Philanthropy - Masters Degree 2007 — 2011
Masters, Philanthropic Studies
Indiana University-Purdue University at Indianapolis - SPEA - Grad Cert 2005 — 2007
Graduate Certificate, Non Profit Management
Concordia University-Wisconsin 1993 — 1995
BA, Management & Communications, Magna Cum Laude
Greensburg Community High School 1972 — 1976
High School
Effective Advancement Strategies January 2015 - Present
Decatur County Memorial Hospital May 2013 - February 2015
Decatur County Memorial Hospital June 2005 - June 2013
Fifth Third Bank January 1991 - June 2005
Hilliard Lyons July 1987 - January 1991
Union Bank & Trust (Currently Mainsource Bank) November 1976 - July 1987
Skills
Fundraising, Strategic Planning, Nonprofits, Public Relations, Community Development, Healthcare, Public Speaking, Leadership, Team Building, Management, Customer Service, Non-profits, Marketing, Budgets, Sales, Event Planning, Process Improvement, Community Outreach, Grant Writing, Microsoft Office, Leadership Development, Social Media, Financial Analysis, Finance, Banking, Portfolio Management, Training, Budget, Program Management, Website Administration, Motivational Speaking, Volunteer Management, Volunteer Recruiting, Non-profit Board..., DISC Certified, Personality Styles, Vision Development, Mission Development, Coaching, Policy, Organizational..., Consulting, Marketing Communications, Change Management
Education
Indiana University - Center on Philanthropy - Masters Degree 2007 — 2011
Masters, Philanthropic Studies
Indiana University-Purdue University at Indianapolis - SPEA - Grad Cert 2005 — 2007
Graduate Certificate, Non Profit Management
Concordia University-Wisconsin 1993 — 1995
BA, Management & Communications, Magna Cum Laude
Greensburg Community High School 1972 — 1976
High School
Robert Altizer Robert Altizer's Hilliard Lyons Experience November 1997 - May 2004
Job WMS, Wealth Management Specialist at Raymond James & Associates
Industry Financial Services
Experience
Dearborn Chamber of Commerce January 2011 - Present
Arc of Dearborn January 2005 - Present
Raymond James & Associates May 2004 - Present
Hilliard Lyons November 1997 - May 2004
First of Michigan Corporation April 1994 - November 1997
Skills
Financial Planning, Retirement Plan..., Life & Health Insurance, Annuities, Tax Efficient Investing, Retirement Planning, Investments
Education
Central Michigan University 1986 — 1991
BS in BA
Dearborn Chamber of Commerce January 2011 - Present
Arc of Dearborn January 2005 - Present
Raymond James & Associates May 2004 - Present
Hilliard Lyons November 1997 - May 2004
First of Michigan Corporation April 1994 - November 1997
Skills
Financial Planning, Retirement Plan..., Life & Health Insurance, Annuities, Tax Efficient Investing, Retirement Planning, Investments
Education
Central Michigan University 1986 — 1991
BS in BA
David N. Wilcox David N. Wilcox's Hilliard Lyons Experience November 2004 - July 2007
Job Vice President at Tower Associates, Inc.
Industry Real Estate
Experience
Tower Associates, Inc./Wilcox Travel Agency, Inc. July 2007 - Present
LPL Financial June 2009 - January 2012
Bank of Asheville May 1996 - January 2011
Hilliard Lyons November 2004 - July 2007
Wilcox World Travel and Tours/American Express May 1984 - November 2004
Skills
Corporate Leadership, Board of Director..., Family Business, Financial Advisory, Corporate Finance, Information Technology, Series 7, Series 66, AAMS, Life & Health Insurance..., Insurance, Board of Directors, Leadership, Wealth Management, Small Business, Uniform Combined State..., Finance, Asset Management, Investments
Education
Baylor University 1979 — 1984
Bachelor of Business Administration (BBA), Management & Entrepreneurship/Entrepreneurial Studies
College for Financial Planning 2004 — 2004
AAMS, Accredited Asset Management Specialist
North Carolina Banking Commission 1997 — 1998
Graduated NC Bank Directors College, Banking, Corporate, Finance, and Securities Law
Tower Associates, Inc./Wilcox Travel Agency, Inc. July 2007 - Present
LPL Financial June 2009 - January 2012
Bank of Asheville May 1996 - January 2011
Hilliard Lyons November 2004 - July 2007
Wilcox World Travel and Tours/American Express May 1984 - November 2004
Skills
Corporate Leadership, Board of Director..., Family Business, Financial Advisory, Corporate Finance, Information Technology, Series 7, Series 66, AAMS, Life & Health Insurance..., Insurance, Board of Directors, Leadership, Wealth Management, Small Business, Uniform Combined State..., Finance, Asset Management, Investments
Education
Baylor University 1979 — 1984
Bachelor of Business Administration (BBA), Management & Entrepreneurship/Entrepreneurial Studies
College for Financial Planning 2004 — 2004
AAMS, Accredited Asset Management Specialist
North Carolina Banking Commission 1997 — 1998
Graduated NC Bank Directors College, Banking, Corporate, Finance, and Securities Law
John Sweeney John Sweeney's Hilliard Lyons Experience March 2010 - Present
Job Managing Director, Investment Banking at Hilliard Lyons
Industry Investment Banking
Experience
Hilliard Lyons March 2010 - Present
bCatalyst Advisors, LLC April 2007 - April 2010
Hilliard Lyons April 1997 - December 2006
Southern Capital, LLC September 1995 - April 1997
Morgan Stanley May 1994 - September 1994
Credit Suisse First Boston June 1991 - September 1993
Skills
Mergers & Acquisitions, Valuation, Investments, Investment Banking, Finance
Education
The Tuck School of Business at Dartmouth 1993 — 1995
M.B.A., Finance, Management
Amherst College 1985 — 1989
B.A., English, Economics
Chaminade High School
Diploma
Hilliard Lyons March 2010 - Present
bCatalyst Advisors, LLC April 2007 - April 2010
Hilliard Lyons April 1997 - December 2006
Southern Capital, LLC September 1995 - April 1997
Morgan Stanley May 1994 - September 1994
Credit Suisse First Boston June 1991 - September 1993
Skills
Mergers & Acquisitions, Valuation, Investments, Investment Banking, Finance
Education
The Tuck School of Business at Dartmouth 1993 — 1995
M.B.A., Finance, Management
Amherst College 1985 — 1989
B.A., English, Economics
Chaminade High School
Diploma
Richard Hill, AIFA® Richard Hill, AIFA®'s Hilliard Lyons Experience November 2000 - September 2006
Job Financial Planning Coordinator at Hardy Reed, LLC
Industry Financial Services
Experience
Hardy Reed, LLC September 2006 - Present
Hilliard Lyons November 2000 - September 2006
Education
Mississippi State University 1972 — 1977
BET, BS, Engineering, Business Management
Amory High School
College for Financial Planning
Tamarac
Hardy Reed, LLC September 2006 - Present
Hilliard Lyons November 2000 - September 2006
Education
Mississippi State University 1972 — 1977
BET, BS, Engineering, Business Management
Amory High School
College for Financial Planning
Tamarac
Harry Jack Russell Harry Jack Russell's Hilliard Lyons Experience 1968 - 1979
Job Partner, Russell Capital Management
Industry Investment Management
Experience
Russell Capital Management 1991 - Present
JC Bradford 1986 - 1990
Dean Witter Reynolds 1979 - 1986
Hilliard Lyons 1968 - 1979
Skills
Investment Strategies, Wealth Management, Investments, Portfolio Management, Asset Allocation, Asset Management, Investment Advisory, Financial Analysis, Equities, Management, Private Equity, Series 63, Fixed Income, ETFs, Series 7, Mutual Funds, Securities
Education
University of Manchester - Manchester Business School
Business Administration, International Wealth Management
Transylvania University
University of Pennsylvania - The Wharton School 1988 — 1991
The SIA Securities Institute
Russell Capital Management 1991 - Present
JC Bradford 1986 - 1990
Dean Witter Reynolds 1979 - 1986
Hilliard Lyons 1968 - 1979
Skills
Investment Strategies, Wealth Management, Investments, Portfolio Management, Asset Allocation, Asset Management, Investment Advisory, Financial Analysis, Equities, Management, Private Equity, Series 63, Fixed Income, ETFs, Series 7, Mutual Funds, Securities
Education
University of Manchester - Manchester Business School
Business Administration, International Wealth Management
Transylvania University
University of Pennsylvania - The Wharton School 1988 — 1991
The SIA Securities Institute
William Griffin, CFA William Griffin, CFA's Hilliard Lyons Experience 1994 - 1995
Job Financial & General Business Consultant
Industry Financial Services
Experience
Adpri Consulting October 2010 - Present
Sterne Agee Capital Markets September 2007 - October 2009
Wachovia Securities March 2004 - September 2007
Hilliard Lyons 1994 - 1995
Skills
Equity Research, Financial Analysis, Strategic Planning, Financial Modeling, Equities, Mergers, Bloomberg, Portfolio Management, Business Analysis, Financial Reporting, Banking, Investments, Series 7, Management Consulting, Finance, Analysis, Valuation, Management
Education
Wake Forest University - Babcock Graduate School of Management 2000 — 2002
Master of Business Administration (MBA), Concentrations in Corporate Finance, Financial Analysis, and Investment Banking
Embry-Riddle Aeronautical University 1988 — 1992
Bachelor of Science (BS), Aeronautical Science
Adpri Consulting October 2010 - Present
Sterne Agee Capital Markets September 2007 - October 2009
Wachovia Securities March 2004 - September 2007
Hilliard Lyons 1994 - 1995
Skills
Equity Research, Financial Analysis, Strategic Planning, Financial Modeling, Equities, Mergers, Bloomberg, Portfolio Management, Business Analysis, Financial Reporting, Banking, Investments, Series 7, Management Consulting, Finance, Analysis, Valuation, Management
Education
Wake Forest University - Babcock Graduate School of Management 2000 — 2002
Master of Business Administration (MBA), Concentrations in Corporate Finance, Financial Analysis, and Investment Banking
Embry-Riddle Aeronautical University 1988 — 1992
Bachelor of Science (BS), Aeronautical Science
Larry Schofer Larry Schofer's Hilliard Lyons Experience November 2006 - December 2013
Job Business Systems Analyst
Industry Financial Services
Experience
Hilliard Lyons November 2006 - December 2013
General Electric February 2000 - July 2005
Fidelity Investments February 1994 - February 2000
National Computer Systems September 1982 - January 1994
Skills
Requirements Analysis, Business Analysis, Software Design, SDLC, Vendor Management, Data Analysis, Process Improvement, Software Development, Project Management, Software Implementation, Software Deployment, Equity Trading, Wealth Management..., Systems Analysis, Production Support, ThomsonOne, Technical Documentation, Mutual Funds, Series 7, Technical Training
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1996
MBA, Finance and Information Systems
State University of New York College at Potsdam 1976 — 1980
BM, Music Education, Mathematics
Hilliard Lyons November 2006 - December 2013
General Electric February 2000 - July 2005
Fidelity Investments February 1994 - February 2000
National Computer Systems September 1982 - January 1994
Skills
Requirements Analysis, Business Analysis, Software Design, SDLC, Vendor Management, Data Analysis, Process Improvement, Software Development, Project Management, Software Implementation, Software Deployment, Equity Trading, Wealth Management..., Systems Analysis, Production Support, ThomsonOne, Technical Documentation, Mutual Funds, Series 7, Technical Training
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1996
MBA, Finance and Information Systems
State University of New York College at Potsdam 1976 — 1980
BM, Music Education, Mathematics
Sammy Kudmani Sammy Kudmani's Hilliard Lyons Experience June 1997 - May 2003
Job Financial Consultant at Kentucky Financial Group
Industry Investment Management
Experience
Kentucky Financial Group June 2003 - Present
Hilliard Lyons June 1997 - May 2003
Skills
Financial Planning, Investments, Financial Analysis, Portfolio Strategy, Economic Statistics, Quantitative Investing, Risk Management, Strategic Financial..., Portfolio Management, Estate Planning, Retirement Planning, Series 7, Finance, Investment Strategies, Life Insurance, Securities, Investment Advisory, Wealth Management
Education
Centre College 1993 — 1997
Bachelor's of Science, Economics
St. Xavier High School
Kentucky Financial Group June 2003 - Present
Hilliard Lyons June 1997 - May 2003
Skills
Financial Planning, Investments, Financial Analysis, Portfolio Strategy, Economic Statistics, Quantitative Investing, Risk Management, Strategic Financial..., Portfolio Management, Estate Planning, Retirement Planning, Series 7, Finance, Investment Strategies, Life Insurance, Securities, Investment Advisory, Wealth Management
Education
Centre College 1993 — 1997
Bachelor's of Science, Economics
St. Xavier High School
Jeff Main Jeff Main's Hilliard Lyons Experience October 1992 - Present
Job Senior VP, Branch Manager, Financial Consultant at Hilliard Lyons
Industry Investment Management
Experience
Hilliard Lyons October 1992 - Present
Hilliard Lyons August 1992 - Present
Education
DePauw University 1985 — 1989
B.A., Economics
Hilliard Lyons October 1992 - Present
Hilliard Lyons August 1992 - Present
Education
DePauw University 1985 — 1989
B.A., Economics
Randy Morris, MBA's Hilliard Lyons Experience June 2011 - August 2011
Job Internal Wholesaler at Absolute Capital Management, LLC
Industry Financial Services
Experience
Absolute Capital Management, LLC September 2015 - Present
Duquesne University SBDC August 2013 - June 2015
Duquesne Brewing Company January 2014 - May 2014
The Crons Brand May 2013 - August 2013
Course Hero, Inc. May 2013 - August 2013
GNC September 2012 - November 2012
Hilliard Lyons June 2011 - August 2011
Skills
Leadership, Finance, Teamwork, PowerPoint, Microsoft Office, Sales, Microsoft Excel, Sports, Social Media, Time Management, Public Speaking, Research, Recruiting, Marketing, Consulting, Customer Service, Event Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2015 — 2015
Master of Business Administration (MBA), Finance, General, 4.0
Duquesne University 2013 — 2015
Master of Business Administration (MBA), Finance, General, 3.94
University of Pittsburgh 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 3.24
Absolute Capital Management, LLC September 2015 - Present
Duquesne University SBDC August 2013 - June 2015
Duquesne Brewing Company January 2014 - May 2014
The Crons Brand May 2013 - August 2013
Course Hero, Inc. May 2013 - August 2013
GNC September 2012 - November 2012
Hilliard Lyons June 2011 - August 2011
Skills
Leadership, Finance, Teamwork, PowerPoint, Microsoft Office, Sales, Microsoft Excel, Sports, Social Media, Time Management, Public Speaking, Research, Recruiting, Marketing, Consulting, Customer Service, Event Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2015 — 2015
Master of Business Administration (MBA), Finance, General, 4.0
Duquesne University 2013 — 2015
Master of Business Administration (MBA), Finance, General, 3.94
University of Pittsburgh 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 3.24
April Scholten April Scholten's Hilliard Lyons Experience June 1994 - May 2008
Job Senior Investment Management Specialist at North Coast Wealth Advisors of Raymond James
Industry Financial Services
Experience
North Coast Wealth Advisors of Raymond James May 2008 - Present
Hilliard Lyons June 1994 - May 2008
Education
Davenport University
Associate's degree, Accounting
North Coast Wealth Advisors of Raymond James May 2008 - Present
Hilliard Lyons June 1994 - May 2008
Education
Davenport University
Associate's degree, Accounting
Eric Provost's Hilliard Lyons Experience 2013 - Present
Job Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons 2013 - Present
St. Mary's Medical Center 2012 - 2013
Southwestern Healthcare 2005 - 2012
Education
University of Evansville 2011 — 2013
Master of Science (M.S.), Health Services Administration
Ball State University 2000 — 2004
Bachelor of Science (B.S.), Psychology
Hilliard Lyons 2013 - Present
St. Mary's Medical Center 2012 - 2013
Southwestern Healthcare 2005 - 2012
Education
University of Evansville 2011 — 2013
Master of Science (M.S.), Health Services Administration
Ball State University 2000 — 2004
Bachelor of Science (B.S.), Psychology
Jensen Seear Jensen Seear's Hilliard Lyons Experience July 2014 - Present
Job Specializing in private wealth management for business owners, executives and physicians
Industry Financial Services
Experience
Hilliard Lyons July 2014 - Present
Education
Anderson University
Bachelors, Business Management and Marketing
Hilliard Lyons July 2014 - Present
Education
Anderson University
Bachelors, Business Management and Marketing
Chuck Grimley Chuck Grimley's Hilliard Lyons Experience May 1998 - Present
Job Chief Financial Officer at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons May 1998 - Present
Skills
Financial Analysis
Education
Central Michigan University 1974 — 1978
Bachelor’s Degree, Accounting and Business/Management
Hilliard Lyons May 1998 - Present
Skills
Financial Analysis
Education
Central Michigan University 1974 — 1978
Bachelor’s Degree, Accounting and Business/Management
Trey Lonneman's Hilliard Lyons Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons June 2015 - August 2015
Assured Neace Lukens May 2012 - July 2014
Skills
Microsoft Excel, Leadership, Time Management
Education
Miami University 2015 — 2017
Bachelor of Science (B.S.), Finance, General
Bellarmine University 2013 — 2014
Bachelor of Arts (B.A.), Finance, General
Archbishop Moeller High School 2009 — 2013
Hilliard Lyons June 2015 - August 2015
Assured Neace Lukens May 2012 - July 2014
Skills
Microsoft Excel, Leadership, Time Management
Education
Miami University 2015 — 2017
Bachelor of Science (B.S.), Finance, General
Bellarmine University 2013 — 2014
Bachelor of Arts (B.A.), Finance, General
Archbishop Moeller High School 2009 — 2013
Heather Mosher Heather Mosher's Hilliard Lyons Experience February 2006 - February 2010
Job Financial Advisor, AAMS®, Accredited Asset Management SpecialistSM
Industry Financial Services
Experience
Raymond James February 2010 - Present
Hilliard Lyons February 2006 - February 2010
Holland Rescue Mission August 2003 - February 2006
Education
Davenport University
Bachelor of Business Administration (B.B.A.)
Raymond James February 2010 - Present
Hilliard Lyons February 2006 - February 2010
Holland Rescue Mission August 2003 - February 2006
Education
Davenport University
Bachelor of Business Administration (B.B.A.)
Amit Bilgi's Hilliard Lyons Experience June 2011 - August 2011
Job Operations Associate at Uber
Industry Internet
Experience
Uber July 2015 - Present
Bank of America Merrill Lynch May 2014 - August 2014
UBS May 2013 - August 2013
Vanderbilt University September 2012 - May 2013
Hilliard Lyons June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Social Media, Financial Analysis, Public Speaking, Financial Modeling, Research, Economics, Customer Service, Analysis, Market Research, Nonprofits, Blogging
Education
Vanderbilt University 2012 — 2015
Bachelor’s Degree, Economics, Philosophy, Mathematics
Beijing Language and Culture University 2011 — 2012
Chinese Politics and Economics, A
Southside High School (International Baccalaureate) 2007 — 2011
High School
Uber July 2015 - Present
Bank of America Merrill Lynch May 2014 - August 2014
UBS May 2013 - August 2013
Vanderbilt University September 2012 - May 2013
Hilliard Lyons June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Social Media, Financial Analysis, Public Speaking, Financial Modeling, Research, Economics, Customer Service, Analysis, Market Research, Nonprofits, Blogging
Education
Vanderbilt University 2012 — 2015
Bachelor’s Degree, Economics, Philosophy, Mathematics
Beijing Language and Culture University 2011 — 2012
Chinese Politics and Economics, A
Southside High School (International Baccalaureate) 2007 — 2011
High School
Eric Park, CFP®, PhD Eric Park, CFP®, PhD's Hilliard Lyons Experience February 1987 - January 1994
Job CERTIFIED FINANCIAL PLANNER™, CFS®, AIF®, Investment Advisor at LPL Financial
Industry Investment Management
Experience
LPL Financial January 2013 - Present
LPL Financial, The Steamboat Financial Group 1994 - January 2013
Hilliard Lyons February 1987 - January 1994
Wells Fargo Advisors 1982 - 1987
Pioneer Investments 1981 - 1982
Skills
Investments, Mutual Funds, Securities, Wealth Management, Finance, Asset Allocation, Retirement Planning, Investment Management, Retirement, 401k, Strategic Financial..., Certified Financial..., Asset Management, Fixed Annuities, Financial Advisory, Investment Advisory, Investment Strategies, ETFs, Financial Planning, Economics, 401k Rollovers, Portfolio Management, Personal Financial..., Bonds, Risk Management, Wealth, FINRA, Series 7, Financial Services, Financial Analysis, Alternative Investments, Equities, Management, Fixed Income, Banking, Wealth Management..., Capital Markets, IRAs, Options, Life Insurance, Public Speaking, Due Diligence, Team Leadership, Small Business, Financial Risk
Education
University of Missouri-Columbia
PhD, Economics, Consumer, Investments & Finance
The American College
M.S, Finance and Financial Management Services
University of Missouri-Columbia
M.S, Personal Financial Planning
Lindenwood University
BS, Business & Economics, Summa Cum Laude
East Central College
Associate of Science (A.S.), Business Administration and Management, General
LPL Financial January 2013 - Present
LPL Financial, The Steamboat Financial Group 1994 - January 2013
Hilliard Lyons February 1987 - January 1994
Wells Fargo Advisors 1982 - 1987
Pioneer Investments 1981 - 1982
Skills
Investments, Mutual Funds, Securities, Wealth Management, Finance, Asset Allocation, Retirement Planning, Investment Management, Retirement, 401k, Strategic Financial..., Certified Financial..., Asset Management, Fixed Annuities, Financial Advisory, Investment Advisory, Investment Strategies, ETFs, Financial Planning, Economics, 401k Rollovers, Portfolio Management, Personal Financial..., Bonds, Risk Management, Wealth, FINRA, Series 7, Financial Services, Financial Analysis, Alternative Investments, Equities, Management, Fixed Income, Banking, Wealth Management..., Capital Markets, IRAs, Options, Life Insurance, Public Speaking, Due Diligence, Team Leadership, Small Business, Financial Risk
Education
University of Missouri-Columbia
PhD, Economics, Consumer, Investments & Finance
The American College
M.S, Finance and Financial Management Services
University of Missouri-Columbia
M.S, Personal Financial Planning
Lindenwood University
BS, Business & Economics, Summa Cum Laude
East Central College
Associate of Science (A.S.), Business Administration and Management, General
Russell Bauman's Hilliard Lyons Experience October 1968 - July 1991
Job Executive Vice President at David A. Noyes & Co.
Industry Investment Management
Experience
David A. Noyes & Co. July 1997 - Present
Everen Securities June 1991 - July 1997
Hilliard Lyons October 1968 - July 1991
Cummins EngineCompany June 1964 - October 1968
Skills
Investment Advisory, Asset Managment, Series 7, Wealth Management, Investments, Securities, Asset Allocation, Retirement Planning, Mutual Funds, Portfolio Management, Bonds, Strategic Financial..., 401k Rollovers, Estate Planning, Uniform Combined State..., Financial Advisory, Personal Financial..., IRAs, Risk Management, Financial Analysis, Personal Finance, Insurance, Sales, Management, Marketing, Series 63, FINRA, Series 24, Financial Planning, Asset Management
Education
Butler University 1965 — 1966
Master of Business Administration (M.B.A.), Business Administration and Management, General
Purdue University 1958 — 1962
BSIM, Quanitative Methods
David A. Noyes & Co. July 1997 - Present
Everen Securities June 1991 - July 1997
Hilliard Lyons October 1968 - July 1991
Cummins EngineCompany June 1964 - October 1968
Skills
Investment Advisory, Asset Managment, Series 7, Wealth Management, Investments, Securities, Asset Allocation, Retirement Planning, Mutual Funds, Portfolio Management, Bonds, Strategic Financial..., 401k Rollovers, Estate Planning, Uniform Combined State..., Financial Advisory, Personal Financial..., IRAs, Risk Management, Financial Analysis, Personal Finance, Insurance, Sales, Management, Marketing, Series 63, FINRA, Series 24, Financial Planning, Asset Management
Education
Butler University 1965 — 1966
Master of Business Administration (M.B.A.), Business Administration and Management, General
Purdue University 1958 — 1962
BSIM, Quanitative Methods
Spencer Strup's Hilliard Lyons Experience April 2011 - May 2011
Job Consultant at CBIG Consulting
Industry Information Technology and Services
Experience
CBIG Consulting June 2015 - Present
DePauw University September 2014 - May 2015
DePauw University August 2014 - May 2015
DePauw University August 2011 - May 2015
University of Kentucky HealthCare June 2014 - August 2014
University of Kentucky HealthCare May 2013 - August 2013
University of Kentucky May 2012 - August 2012
University of Kentucky HealthCare May 2011 - August 2011
Hilliard Lyons April 2011 - May 2011
Highland Farms Inc. May 2010 - August 2010
Skills
Public Speaking, PowerPoint, Data Analysis, Microsoft Excel, Research, Community Outreach, Teaching, Microsoft Office, Event Planning, Carpentry, Landscaping, Statistics, Student Affairs, Teamwork
Education
DePauw University 2011 — 2015
Bachelor's degree, Computer Science
Sayre School 2005 — 2011
CBIG Consulting June 2015 - Present
DePauw University September 2014 - May 2015
DePauw University August 2014 - May 2015
DePauw University August 2011 - May 2015
University of Kentucky HealthCare June 2014 - August 2014
University of Kentucky HealthCare May 2013 - August 2013
University of Kentucky May 2012 - August 2012
University of Kentucky HealthCare May 2011 - August 2011
Hilliard Lyons April 2011 - May 2011
Highland Farms Inc. May 2010 - August 2010
Skills
Public Speaking, PowerPoint, Data Analysis, Microsoft Excel, Research, Community Outreach, Teaching, Microsoft Office, Event Planning, Carpentry, Landscaping, Statistics, Student Affairs, Teamwork
Education
DePauw University 2011 — 2015
Bachelor's degree, Computer Science
Sayre School 2005 — 2011
Barbra Moore Barbra Moore's Hilliard Lyons Experience March 2015 - Present
Job Administrative assistant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons March 2015 - Present
Kentucky Farmers Bank August 2004 - April 2014
Skills
Customer Service, Credit, Banking, Microsoft Office, Retail Banking
Education
Boyd County High School 1986 — 1989
Eastern Kentucky University
Tiffin University
associate's of business administration
Hilliard Lyons March 2015 - Present
Kentucky Farmers Bank August 2004 - April 2014
Skills
Customer Service, Credit, Banking, Microsoft Office, Retail Banking
Education
Boyd County High School 1986 — 1989
Eastern Kentucky University
Tiffin University
associate's of business administration
Alex Long Alex Long's Hilliard Lyons Experience October 2012 - October 2012
Job Tax Intern at PwC
Industry Accounting
Experience
PwC June 2015 - Present
CME Group August 2014 - November 2014
Morgan Stanley January 2013 - August 2014
Bennies Italian Foods August 2011 - January 2013
Hilliard Lyons October 2012 - October 2012
Skills
Leadership, Microsoft Excel, Customer Service, Microsoft Office, Financial Analysis, Communication, Microsoft Word, Finance, Data Analysis, PowerPoint, Bloomberg Terminal, Accounting, Time Management, Analysis, Teamwork, Statistical Data..., Outlook, Team Leadership, Nonprofits, Morningstar, Corporate Tax, Tax, Tax Accounting
Education
DePaul University 2012 — 2016
Bachelor of Science (B.S.), Finance Honors and Accounting, 3.93/4.0
PwC June 2015 - Present
CME Group August 2014 - November 2014
Morgan Stanley January 2013 - August 2014
Bennies Italian Foods August 2011 - January 2013
Hilliard Lyons October 2012 - October 2012
Skills
Leadership, Microsoft Excel, Customer Service, Microsoft Office, Financial Analysis, Communication, Microsoft Word, Finance, Data Analysis, PowerPoint, Bloomberg Terminal, Accounting, Time Management, Analysis, Teamwork, Statistical Data..., Outlook, Team Leadership, Nonprofits, Morningstar, Corporate Tax, Tax, Tax Accounting
Education
DePaul University 2012 — 2016
Bachelor of Science (B.S.), Finance Honors and Accounting, 3.93/4.0
Candace Schaller's Hilliard Lyons Experience May 2000 - May 2003
Job Risk Management and Internal Audit Professional
Industry Financial Services
Experience
Private Wealth Management Company October 2013 - September 2014
Wedbush, Inc. May 2012 - October 2013
OneUnited Bank December 2011 - May 2012
ICS Compliance February 2011 - April 2011
Vineyard Bank June 2004 - May 2009
Deloitte June 2003 - June 2004
Hilliard Lyons May 2000 - May 2003
Trust Company of the West 1994 - 2000
Skills
Risk Management, Internal Audit, Financial Risk, Auditing, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Leadership, Business Planning, Business Development, Asset Management, Business Strategy
Education
Bellarmine University 2000 — 2003
Master of Business Administration (M.B.A.)
Private Wealth Management Company October 2013 - September 2014
Wedbush, Inc. May 2012 - October 2013
OneUnited Bank December 2011 - May 2012
ICS Compliance February 2011 - April 2011
Vineyard Bank June 2004 - May 2009
Deloitte June 2003 - June 2004
Hilliard Lyons May 2000 - May 2003
Trust Company of the West 1994 - 2000
Skills
Risk Management, Internal Audit, Financial Risk, Auditing, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Leadership, Business Planning, Business Development, Asset Management, Business Strategy
Education
Bellarmine University 2000 — 2003
Master of Business Administration (M.B.A.)
Kurt Kemper's Hilliard Lyons Experience July 2015 - Present
Job Equity Research Analyst at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons July 2015 - Present
Hilliard Lyons October 2014 - June 2015
Kentucky Retirement Systems January 2014 - September 2014
Commonwealth of Kentucky August 2012 - January 2014
UBS Financial Services, Inc. May 2011 - August 2012
Skills
Investments, Fixed Income, Trading, Bloomberg, Cash Management, ABS, Money Market, FactSet, Financial Analysis, Equities, Valuation
Education
Bellarmine University 2008 — 2012
Bachelor of Arts (BA), Economics and Finance
Hilliard Lyons July 2015 - Present
Hilliard Lyons October 2014 - June 2015
Kentucky Retirement Systems January 2014 - September 2014
Commonwealth of Kentucky August 2012 - January 2014
UBS Financial Services, Inc. May 2011 - August 2012
Skills
Investments, Fixed Income, Trading, Bloomberg, Cash Management, ABS, Money Market, FactSet, Financial Analysis, Equities, Valuation
Education
Bellarmine University 2008 — 2012
Bachelor of Arts (BA), Economics and Finance
Mike Hays's Hilliard Lyons Experience February 1999 - September 2000
Job Information Security Manager at World Wide Technology
Industry Information Technology and Services
Experience
World Wide Technology January 2010 - Present
Anheuser-Busch InBev June 2004 - January 2010
State Farm Insurance May 2003 - June 2004
Duke Energy Corporation (Formerly Progress Energy) May 2001 - January 2003
Kindred Healthcare (Formerly Vencor) September 2000 - May 2001
Hilliard Lyons February 1999 - September 2000
Bellarmine University November 1997 - February 1999
Skills
Virtualization, Security, Disaster Recovery, VMware, Infrastructure, Information Security, Servers, Cluster, Data Center, ITIL, Cloud Computing, COBIT, ISO 27001, DNS, Architectures, Storage, Windows Server, Vendor Management, Citrix Metaframe
Education
Bellarmine University 2003 — 2007
Bachelor of Arts
World Wide Technology January 2010 - Present
Anheuser-Busch InBev June 2004 - January 2010
State Farm Insurance May 2003 - June 2004
Duke Energy Corporation (Formerly Progress Energy) May 2001 - January 2003
Kindred Healthcare (Formerly Vencor) September 2000 - May 2001
Hilliard Lyons February 1999 - September 2000
Bellarmine University November 1997 - February 1999
Skills
Virtualization, Security, Disaster Recovery, VMware, Infrastructure, Information Security, Servers, Cluster, Data Center, ITIL, Cloud Computing, COBIT, ISO 27001, DNS, Architectures, Storage, Windows Server, Vendor Management, Citrix Metaframe
Education
Bellarmine University 2003 — 2007
Bachelor of Arts
Martin McPherson, MBA's Hilliard Lyons Experience August 2009 - December 2009
Job T&M Strategic Account Manager at DXE Medical
Industry Medical Devices
Experience
DXE Medical, Inc. June 2014 - Present
2nd Life Biomedical June 2014 - Present
DXE Medical, Inc. August 2013 - June 2014
Whitaker Insurance Group- Whitaker Bank May 2011 - May 2013
Eastern Kentucky University January 2010 - May 2010
Hilliard Lyons August 2009 - December 2009
Sportsman’s Warehouse March 2008 - July 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, HTML, English, Windows, Access, Financial Modeling, Sales, Cold Calling, Team Building, Negotiation, Time Management, Account Management, Property, Process Improvement, New Business Development, Coaching, Training, Sales Operations, Outlook, Strategic Planning, Social Networking, Direct Sales, Contract Negotiation, Sales Process, Facebook, Capital Equipment, Healthcare, Leadership
Education
Eastern Kentucky University 2008 — 2010
Master of Business Administration (MBA), MBA
University of Kentucky 2003 — 2007
Bachelor of Science (B.S.), Agricultural Economics
DXE Medical, Inc. June 2014 - Present
2nd Life Biomedical June 2014 - Present
DXE Medical, Inc. August 2013 - June 2014
Whitaker Insurance Group- Whitaker Bank May 2011 - May 2013
Eastern Kentucky University January 2010 - May 2010
Hilliard Lyons August 2009 - December 2009
Sportsman’s Warehouse March 2008 - July 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, HTML, English, Windows, Access, Financial Modeling, Sales, Cold Calling, Team Building, Negotiation, Time Management, Account Management, Property, Process Improvement, New Business Development, Coaching, Training, Sales Operations, Outlook, Strategic Planning, Social Networking, Direct Sales, Contract Negotiation, Sales Process, Facebook, Capital Equipment, Healthcare, Leadership
Education
Eastern Kentucky University 2008 — 2010
Master of Business Administration (MBA), MBA
University of Kentucky 2003 — 2007
Bachelor of Science (B.S.), Agricultural Economics
Brittany Schaefer's Hilliard Lyons Experience August 2013 - Present
Job CIA
Industry Financial Services
Experience
Hilliard Lyons August 2013 - Present
Louisville Metro Government October 2009 - August 2013
Kentucky Department of Public Protection April 2006 - October 2009
GE April 2005 - September 2006
Skills
Training, Six Sigma, Internal Audit, Microsoft Excel, PeopleSoft, Enterprise Risk..., Accounts Payable, Auditing, Process Improvement, Internal Controls, Financial Analysis, Analysis, Business Process...
Education
Belarmine University 2004 — 2005
Master of Business Administration (MBA)
Bellarmine University 2001 — 2005
Bachelor of Arts (B.A.), Business Administration
Hilliard Lyons August 2013 - Present
Louisville Metro Government October 2009 - August 2013
Kentucky Department of Public Protection April 2006 - October 2009
GE April 2005 - September 2006
Skills
Training, Six Sigma, Internal Audit, Microsoft Excel, PeopleSoft, Enterprise Risk..., Accounts Payable, Auditing, Process Improvement, Internal Controls, Financial Analysis, Analysis, Business Process...
Education
Belarmine University 2004 — 2005
Master of Business Administration (MBA)
Bellarmine University 2001 — 2005
Bachelor of Arts (B.A.), Business Administration
Audrey Melick Audrey Melick's Hilliard Lyons Experience June 2008 - August 2008
Job Graphic Designer at 1stdibs.com
Industry Graphic Design
Experience
1stdibs.com January 2013 - Present
Pronto June 2011 - September 2012
Pronto June 2010 - June 2011
Academic Solutions April 2009 - May 2009
Hilliard Lyons June 2008 - August 2008
Colgate University January 2008 - May 2008
Skills
Online Advertising, Account Management, Sales, PPC, Digital Marketing, Marketing Strategy, InDesign, Illustrator, Photoshop, Microsoft Office, CPC Advertising, Data Analysis, E-commerce
Education
Parsons School of Design 2013 — 2015
Associate of Arts and Sciences (AAS), Graphic Design
Shillington School of Graphic Design 2012 — 2012
Graphic Design
Colgate University 2006 — 2010
BA, Magna Cum Laude, Economics
1stdibs.com January 2013 - Present
Pronto June 2011 - September 2012
Pronto June 2010 - June 2011
Academic Solutions April 2009 - May 2009
Hilliard Lyons June 2008 - August 2008
Colgate University January 2008 - May 2008
Skills
Online Advertising, Account Management, Sales, PPC, Digital Marketing, Marketing Strategy, InDesign, Illustrator, Photoshop, Microsoft Office, CPC Advertising, Data Analysis, E-commerce
Education
Parsons School of Design 2013 — 2015
Associate of Arts and Sciences (AAS), Graphic Design
Shillington School of Graphic Design 2012 — 2012
Graphic Design
Colgate University 2006 — 2010
BA, Magna Cum Laude, Economics
Sarah Heil Sarah Heil's Hilliard Lyons Experience August 2012 - April 2014
Job Treasury and Debt Analyst at the University of Kentucky
Industry Higher Education
Experience
University of Kentucky March 2015 - Present
U.S. Bank April 2014 - March 2015
Hilliard Lyons August 2012 - April 2014
Hilliard Lyons October 2011 - August 2012
Skills
Investments, Data Analysis, Financial Analysis, Financial Modeling, Economics, Finance, Valuation, Securities, Bloomberg
Education
University of Louisville 2011 — 2012
Master of Business Administration (MBA)
Centre College 2007 — 2011
Bachelor of Science (BS), Mathematics
University of Kentucky March 2015 - Present
U.S. Bank April 2014 - March 2015
Hilliard Lyons August 2012 - April 2014
Hilliard Lyons October 2011 - August 2012
Skills
Investments, Data Analysis, Financial Analysis, Financial Modeling, Economics, Finance, Valuation, Securities, Bloomberg
Education
University of Louisville 2011 — 2012
Master of Business Administration (MBA)
Centre College 2007 — 2011
Bachelor of Science (BS), Mathematics
Chad Creevy Chad Creevy's Hilliard Lyons Experience January 2005 - May 2010
Job Portfolio Manager at Fifth Third Bank
Industry Investment Management
Experience
Fifth Third Bank May 2010 - Present
Hilliard Lyons January 2005 - May 2010
Grand Rapids Community College September 2009 - January 2010
Davenport University August 2007 - January 2010
Morgan Stanley May 2001 - January 2005
Skills
Investments, Mutual Funds, Economics, Bonds, Trading
Education
Cornerstone University 2005 — 2007
M.B.A., International Business from a Christian Worldview
The American College 2004 — 2005
certificate, Financial Planning
Alma College 1997 — 2001
B.A., Business Administration & Economics
Fifth Third Bank May 2010 - Present
Hilliard Lyons January 2005 - May 2010
Grand Rapids Community College September 2009 - January 2010
Davenport University August 2007 - January 2010
Morgan Stanley May 2001 - January 2005
Skills
Investments, Mutual Funds, Economics, Bonds, Trading
Education
Cornerstone University 2005 — 2007
M.B.A., International Business from a Christian Worldview
The American College 2004 — 2005
certificate, Financial Planning
Alma College 1997 — 2001
B.A., Business Administration & Economics
Brittney Thompson's Hilliard Lyons Experience September 2011 - August 2012
Job Financial Analyst at The Hocker Group
Industry Accounting
Experience
The Hocker Group May 2014 - Present
Rodan and Fields Dermatologists January 2014 - Present
Humana January 2013 - May 2013
Hilliard Lyons September 2011 - August 2012
Humana July 2008 - October 2010
WellPoint May 2007 - August 2007
Education
Bellarmine University 2009 — 2010
MBA, Business
University of Kentucky 2004 — 2007
Finance, Finance, International Business
The Hocker Group May 2014 - Present
Rodan and Fields Dermatologists January 2014 - Present
Humana January 2013 - May 2013
Hilliard Lyons September 2011 - August 2012
Humana July 2008 - October 2010
WellPoint May 2007 - August 2007
Education
Bellarmine University 2009 — 2010
MBA, Business
University of Kentucky 2004 — 2007
Finance, Finance, International Business
Nitin Bhupalam Nitin Bhupalam's Hilliard Lyons Experience May 2010 - August 2010
Job Software Engineer at DePaul University
Industry Computer Software
Experience
UBS March 2012 - July 2013
Hilliard Lyons May 2010 - August 2010
Bluegrass Neurology June 2007 - July 2008
Vector Marketing February 2006 - December 2006
Skills
Java, Python, Social Networking, Microsoft Office, Microsoft Word, Microsoft Excel, Financial Analysis, PowerPoint, Facebook
Education
DePaul University 2013 — 2015
Master of Science (MS), Computer Science
University of Louisville 2006 — 2011
Bachelor's degree, Economics
UBS March 2012 - July 2013
Hilliard Lyons May 2010 - August 2010
Bluegrass Neurology June 2007 - July 2008
Vector Marketing February 2006 - December 2006
Skills
Java, Python, Social Networking, Microsoft Office, Microsoft Word, Microsoft Excel, Financial Analysis, PowerPoint, Facebook
Education
DePaul University 2013 — 2015
Master of Science (MS), Computer Science
University of Louisville 2006 — 2011
Bachelor's degree, Economics
Beau Wolinsky Beau Wolinsky's Hilliard Lyons Experience June 2005 - August 2005
Job President and CEO of KC Capital Management and the Kansas City Stock Exchange
Industry Venture Capital & Private Equity
Experience
The Kansas City Stock Exchange January 2010 - Present
KCCMBWO November 2006 - Present
KC Capital Management, Inc November 2006 - July 2014
Covestor May 2011 - February 2014
DST Systems July 2007 - January 2010
DST Systems, Inc July 2007 - January 2010
Nexial Investment Club May 2003 - December 2006
Kentucky Trust Company September 2005 - December 2005
Hilliard Lyons June 2005 - August 2005
Skills
Series 65, Series 3, Level II CFA Candidate, Equities, Trading, Mutual Funds, Securities, Venture Capital, Commodity, Financial Markets, Investments, Equity Research, Financial Modeling, Portfolio Management, Technical Analysis, ETFs, Derivatives, Hedge Funds, Alternative Investments
Education
Centre College 2002 — 2006
BS, Financial Economics, 2.682
Centre College 2002 — 2006
Bachelor of Science, Financial Economics, 2.682
The Kansas City Stock Exchange January 2010 - Present
KCCMBWO November 2006 - Present
KC Capital Management, Inc November 2006 - July 2014
Covestor May 2011 - February 2014
DST Systems July 2007 - January 2010
DST Systems, Inc July 2007 - January 2010
Nexial Investment Club May 2003 - December 2006
Kentucky Trust Company September 2005 - December 2005
Hilliard Lyons June 2005 - August 2005
Skills
Series 65, Series 3, Level II CFA Candidate, Equities, Trading, Mutual Funds, Securities, Venture Capital, Commodity, Financial Markets, Investments, Equity Research, Financial Modeling, Portfolio Management, Technical Analysis, ETFs, Derivatives, Hedge Funds, Alternative Investments
Education
Centre College 2002 — 2006
BS, Financial Economics, 2.682
Centre College 2002 — 2006
Bachelor of Science, Financial Economics, 2.682
Scarlett Harrod's Hilliard Lyons Experience September 2008 - July 2011
Job Strategic global business development to serve customers and drive growth
Industry Oil & Energy
Experience
ABB August 2015 - Present
Thomas & Betts, a member of the ABB Group February 2015 - August 2015
ABB July 2014 - January 2015
ABB July 2013 - July 2014
EDF Trading June 2012 - August 2012
Hilliard Lyons September 2008 - July 2011
Merrill Lynch July 2007 - September 2008
Sovereign Consulting Inc February 2006 - May 2007
Skills
Series 7, Microsoft Office, Series 66, Financial Modeling, Financial Analysis, Valuation, Data Analysis, Research, Project Management, Management, Finance, Market Research, Business Development, Strategy, Analysis, Cross-functional Team..., Business Strategy, Strategic Planning, Leadership, Competitive Analysis, Program Management
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration, Energy and Environment
Georgetown University 2002 — 2005
Bachelor of Science in Foreign Service, Science, Technology, and International Affairs (STIA)
ABB August 2015 - Present
Thomas & Betts, a member of the ABB Group February 2015 - August 2015
ABB July 2014 - January 2015
ABB July 2013 - July 2014
EDF Trading June 2012 - August 2012
Hilliard Lyons September 2008 - July 2011
Merrill Lynch July 2007 - September 2008
Sovereign Consulting Inc February 2006 - May 2007
Skills
Series 7, Microsoft Office, Series 66, Financial Modeling, Financial Analysis, Valuation, Data Analysis, Research, Project Management, Management, Finance, Market Research, Business Development, Strategy, Analysis, Cross-functional Team..., Business Strategy, Strategic Planning, Leadership, Competitive Analysis, Program Management
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration, Energy and Environment
Georgetown University 2002 — 2005
Bachelor of Science in Foreign Service, Science, Technology, and International Affairs (STIA)
Justin Sheehy Justin Sheehy's Hilliard Lyons Experience June 2008 - August 2008
Job Distribution at McMasterCarr
Industry Financial Services
Experience
McMaster-Carr April 2011 - Present
Arbor Research and Trading October 2009 - March 2011
Acoustical & Drywall Supply June 2009 - October 2009
Hilliard Lyons June 2008 - August 2008
Skills
Accounting, Economics, Financial Analysis, Excel, Word, Operations
Education
Elmhurst College 2013 — 2015
Master's degree, Logistics, Materials, and Supply Chain Management
Monmouth College 2005 — 2009
B.A., Business Administration, Economics
McMaster-Carr April 2011 - Present
Arbor Research and Trading October 2009 - March 2011
Acoustical & Drywall Supply June 2009 - October 2009
Hilliard Lyons June 2008 - August 2008
Skills
Accounting, Economics, Financial Analysis, Excel, Word, Operations
Education
Elmhurst College 2013 — 2015
Master's degree, Logistics, Materials, and Supply Chain Management
Monmouth College 2005 — 2009
B.A., Business Administration, Economics
Roy Hardy Roy Hardy's Hilliard Lyons Experience August 2008 - January 2012
Job Network Operations Center Manager at Trover Solutions
Industry Information Technology and Services
Experience
Trover Solutions January 2012 - Present
Hilliard Lyons August 2008 - January 2012
Insight Communications May 2007 - May 2008
Humana, Inc. August 2005 - May 2007
Rescare 2005 - 2005
T-Mobile June 2001 - February 2004
Powertel October 1998 - May 2001
LSY 1997 - 1998
Skills
Project Planning, Project Implementation, Infrastructure Projects, soft sk, Project Execution, Integrated Project..., Vendor Relations, Data Center, Telecommunications, Routers, Vendor Management, IT Management, Planning, Compliance, Documentation, Change Management, Visio, Team Building, Budgeting, Disaster Recovery, Call Center, Customer Relations, Team Leadership, Problem Solving, Analysis, Active Directory, Call Centers, Cisco Technologies, Computer Network..., IT Operations, Infrastructure, Project Management, Integration, Software Documentation, Telephony, Wireless, Troubleshooting, Switches
Education
Ashford University 2010 — 2011
MBA, Informations Systems Management
University of Phoenix 2002 — 2004
BS, Business Management
Ivy Tech Community College 1996 — 1999
A.A.S, Networking
Trover Solutions January 2012 - Present
Hilliard Lyons August 2008 - January 2012
Insight Communications May 2007 - May 2008
Humana, Inc. August 2005 - May 2007
Rescare 2005 - 2005
T-Mobile June 2001 - February 2004
Powertel October 1998 - May 2001
LSY 1997 - 1998
Skills
Project Planning, Project Implementation, Infrastructure Projects, soft sk, Project Execution, Integrated Project..., Vendor Relations, Data Center, Telecommunications, Routers, Vendor Management, IT Management, Planning, Compliance, Documentation, Change Management, Visio, Team Building, Budgeting, Disaster Recovery, Call Center, Customer Relations, Team Leadership, Problem Solving, Analysis, Active Directory, Call Centers, Cisco Technologies, Computer Network..., IT Operations, Infrastructure, Project Management, Integration, Software Documentation, Telephony, Wireless, Troubleshooting, Switches
Education
Ashford University 2010 — 2011
MBA, Informations Systems Management
University of Phoenix 2002 — 2004
BS, Business Management
Ivy Tech Community College 1996 — 1999
A.A.S, Networking
McKenna Hershberger McKenna Hershberger's Hilliard Lyons Experience May 2012 - August 2012
Job Client Analyst at Berman Capital Advisors, LLC
Industry Financial Services
Experience
Berman Capital Advisors, LLC September 2014 - Present
John E. Walker Department of Economics, Clemson University August 2013 - May 2014
Academic Success Center June 2012 - May 2013
Hilliard Lyons May 2012 - August 2012
Academic Success Center November 2010 - May 2012
Skills
Economics, Data Analysis, Econometrics, Stata, Access, LaTeX, Research, Financial Analysis, Statistics
Education
Clemson University 2012 — 2014
Master's Degree, Economics
Clemson University 2008 — 2012
Bachelor of Arts, Economics
Berman Capital Advisors, LLC September 2014 - Present
John E. Walker Department of Economics, Clemson University August 2013 - May 2014
Academic Success Center June 2012 - May 2013
Hilliard Lyons May 2012 - August 2012
Academic Success Center November 2010 - May 2012
Skills
Economics, Data Analysis, Econometrics, Stata, Access, LaTeX, Research, Financial Analysis, Statistics
Education
Clemson University 2012 — 2014
Master's Degree, Economics
Clemson University 2008 — 2012
Bachelor of Arts, Economics
Bradley Borough Bradley Borough's Hilliard Lyons Experience January 2006 - June 2006
Job Financial Advisor
Industry Financial Services
Experience
UBS December 2013 - Present
Edward Jones July 2009 - December 2013
US Census Bureau June 2006 - June 2009
Hilliard Lyons January 2006 - June 2006
Education
University of Louisville 2007 — 2009
MBA, Business Administration
Centre College 2002 — 2006
BS, Economics
UBS December 2013 - Present
Edward Jones July 2009 - December 2013
US Census Bureau June 2006 - June 2009
Hilliard Lyons January 2006 - June 2006
Education
University of Louisville 2007 — 2009
MBA, Business Administration
Centre College 2002 — 2006
BS, Economics
Anna Sanderson Anna Sanderson's Hilliard Lyons Experience December 2007 - July 2010
Job Exploring other fields
Industry Financial Services
Experience
Tower Hill Trading December 2013 - November 2014
T3 Trading Group, LLC April 2012 - May 2013
Martin Financial Group, LLC July 2010 - August 2011
Hilliard Lyons December 2007 - July 2010
E*TRADE Financial October 2006 - November 2007
AG Edwards and Sons June 2004 - August 2006
United States Air Force July 2000 - June 2004
Skills
Portfolio Management, Trading, Series 7, Equities, Investments, Series 63, Securities, Risk Management, Financial Markets, Finance, Research, Business Statistics, Financial Services, Banking, Bloomberg, Financial Analysis, Credit, Asset Allocation, Equity Research, Microsoft Excel, Microsoft Word, Microsoft Power Point, Oracle Crystal Ball, VBA, Report Writing, Fixed Income, Brokered CD's
Education
Colorado State University 2013 — 2014
Bachelor of Science (BS), Accounting
Sullivan University 2008 — 2010
Master's Degree, Business Administration (MBA), Magna Cum Laude
Park University 2002 — 2006
Bachelor of Science, Business
Tower Hill Trading December 2013 - November 2014
T3 Trading Group, LLC April 2012 - May 2013
Martin Financial Group, LLC July 2010 - August 2011
Hilliard Lyons December 2007 - July 2010
E*TRADE Financial October 2006 - November 2007
AG Edwards and Sons June 2004 - August 2006
United States Air Force July 2000 - June 2004
Skills
Portfolio Management, Trading, Series 7, Equities, Investments, Series 63, Securities, Risk Management, Financial Markets, Finance, Research, Business Statistics, Financial Services, Banking, Bloomberg, Financial Analysis, Credit, Asset Allocation, Equity Research, Microsoft Excel, Microsoft Word, Microsoft Power Point, Oracle Crystal Ball, VBA, Report Writing, Fixed Income, Brokered CD's
Education
Colorado State University 2013 — 2014
Bachelor of Science (BS), Accounting
Sullivan University 2008 — 2010
Master's Degree, Business Administration (MBA), Magna Cum Laude
Park University 2002 — 2006
Bachelor of Science, Business
Erin (Burress) Alff's Hilliard Lyons Experience 1999 - 2004
Job Manager at Harvard Business School
Industry Education Management
Experience
Harvard Business School December 2007 - Present
Harvard Bustiness School April 2006 - September 2006
hilliard lyons 1999 - 2004
fifth third bank 1997 - 1999
Education
Bellarmine University 1994 — 1998
Harvard Business School December 2007 - Present
Harvard Bustiness School April 2006 - September 2006
hilliard lyons 1999 - 2004
fifth third bank 1997 - 1999
Education
Bellarmine University 1994 — 1998
Nic Reisenbichler's Hilliard Lyons Experience May 2014 - Present
Job Product Manager, Mutual Funds & Alternative Investments at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons May 2014 - Present
Hilliard Lyons November 2011 - May 2014
Hilliard Lyons March 2008 - October 2011
US Bank November 2005 - March 2008
Skills
Series 7, Series 66, Mutual Funds, ETFs, Sales, Operational Planning, Customer Service, Portfolio Management, Investments, Alternative Investments, Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory
Education
Concordia University-Wisconsin 2001 — 2005
Bachelor of Science (BS), Business
Hilliard Lyons May 2014 - Present
Hilliard Lyons November 2011 - May 2014
Hilliard Lyons March 2008 - October 2011
US Bank November 2005 - March 2008
Skills
Series 7, Series 66, Mutual Funds, ETFs, Sales, Operational Planning, Customer Service, Portfolio Management, Investments, Alternative Investments, Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory
Education
Concordia University-Wisconsin 2001 — 2005
Bachelor of Science (BS), Business
Robert Bond, CFA's Hilliard Lyons Experience July 1996 - Present
Job Senior Vice President at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons July 1996 - Present
Education
Arizona State University 1992 — 1993
Bachelor of Science (B.S.), Finance, General
Grand Canyon University 1992 — 1993
BS, Finance
Whitworth University 1989 — 1990
Hilliard Lyons July 1996 - Present
Education
Arizona State University 1992 — 1993
Bachelor of Science (B.S.), Finance, General
Grand Canyon University 1992 — 1993
BS, Finance
Whitworth University 1989 — 1990
Loren Snyder's Hilliard Lyons Experience August 2008 - Present
Job Financial Consultant Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons August 2008 - Present
Johnson County January 2013 - Present
Education
Butler University 2004 — 2008
Finance
Butler University - College of Business Administration 2004 — 2008
Finance, General
Hilliard Lyons August 2008 - Present
Johnson County January 2013 - Present
Education
Butler University 2004 — 2008
Finance
Butler University - College of Business Administration 2004 — 2008
Finance, General
David Hanas's Hilliard Lyons Experience May 1986 - May 1994
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 1994 - Present
Hilliard Lyons May 1986 - May 1994
Bucyrus International July 1979 - September 1983
Skills
Retirement Planning, Series 66, Retirement Income..., Series 7, Wealth Management
Education
Thunderbird School of Global Management 1978 — 1979
Master of Business Administration (MBA), International Business
Carroll College 1974 — 1978
Bachelor of Science (B.S.), Business, French
Merrill Lynch May 1994 - Present
Hilliard Lyons May 1986 - May 1994
Bucyrus International July 1979 - September 1983
Skills
Retirement Planning, Series 66, Retirement Income..., Series 7, Wealth Management
Education
Thunderbird School of Global Management 1978 — 1979
Master of Business Administration (MBA), International Business
Carroll College 1974 — 1978
Bachelor of Science (B.S.), Business, French
Darryl Metzger's Hilliard Lyons Experience January 2003 - Present
Job Executive Vice President at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons January 2003 - Present
PNC Bank January 1986 - January 1998
Education
Bellarmine University 2009 — 2010
MBA
University of Kentucky 1982 — 1986
Marketing
St. Xavier
Hilliard Lyons January 2003 - Present
PNC Bank January 1986 - January 1998
Education
Bellarmine University 2009 — 2010
MBA
University of Kentucky 1982 — 1986
Marketing
St. Xavier
Joe Custinger's Hilliard Lyons Experience January 2005 - Present
Job Sr VP at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons January 2005 - Present
Skills
Portfolio Management, Investments, Retirement Planning, Securities, Asset Allocation, Equities, Investment Advisory, Alternative Investments, Asset Management, Fixed Income, Financial Markets, Business Analysis
Education
Bellarmine University 1990 — 1994
Bachelor of Arts (B.A.), Accounting
Hilliard Lyons January 2005 - Present
Skills
Portfolio Management, Investments, Retirement Planning, Securities, Asset Allocation, Equities, Investment Advisory, Alternative Investments, Asset Management, Fixed Income, Financial Markets, Business Analysis
Education
Bellarmine University 1990 — 1994
Bachelor of Arts (B.A.), Accounting
Jill Griffith's Hilliard Lyons Experience July 2015 - Present
Job Associate Financial Consultant
Industry Financial Services
Experience
Hilliard Lyons July 2015 - Present
The Art Institute Online January 2007 - July 2015
Express Employment Professionals September 2011 - May 2015
Herron Associates, Inc. May 2006 - September 2011
Ball State University September 2005 - May 2006
Ball State University January 2005 - May 2006
Eli Lilly June 2004 - December 2004
Girls Incorporated May 2003 - May 2004
Clarian Health Partners May 2001 - May 2003
Skills
Event Planning, Public Relations, Press Releases, Newsletters, Advertising, Social Media, Strategic Planning, Human Resources, Leadership, Microsoft Office, Web Design, Trade Shows, Editing, Marketing Communications, Project Management, Marketing, Internal Communications, Public Speaking, Nonprofits, Fundraising, Management, Team Leadership, Social Networking, Non-profits, Graphic Design, Training, Research
Education
Ball State University 2005 — 2006
Master of Arts, Public Relations
Indiana University-Purdue University at Indianapolis 2001 — 2003
BGS, Social & Behavioral Sciences
Greenwood Community High School 1994 — 1998
Hilliard Lyons July 2015 - Present
The Art Institute Online January 2007 - July 2015
Express Employment Professionals September 2011 - May 2015
Herron Associates, Inc. May 2006 - September 2011
Ball State University September 2005 - May 2006
Ball State University January 2005 - May 2006
Eli Lilly June 2004 - December 2004
Girls Incorporated May 2003 - May 2004
Clarian Health Partners May 2001 - May 2003
Skills
Event Planning, Public Relations, Press Releases, Newsletters, Advertising, Social Media, Strategic Planning, Human Resources, Leadership, Microsoft Office, Web Design, Trade Shows, Editing, Marketing Communications, Project Management, Marketing, Internal Communications, Public Speaking, Nonprofits, Fundraising, Management, Team Leadership, Social Networking, Non-profits, Graphic Design, Training, Research
Education
Ball State University 2005 — 2006
Master of Arts, Public Relations
Indiana University-Purdue University at Indianapolis 2001 — 2003
BGS, Social & Behavioral Sciences
Greenwood Community High School 1994 — 1998
Phoenix Freeman's Hilliard Lyons Experience July 2011 - October 2013
Job Power Trader at LG&E & KU Energy LLC
Industry Utilities
Experience
LG&E & KU Energy LLC October 2013 - Present
Hilliard Lyons July 2011 - October 2013
Hilliard Lyons March 2007 - July 2011
Skills
Mutual Funds, Equities, Investments, Research, Trading, Securities, Financial Modeling, Economics, Leadership, Program Management
Education
Carleton College 2000 — 2004
BA, Economics
Bullitt Central High School
School for International Training
LG&E & KU Energy LLC October 2013 - Present
Hilliard Lyons July 2011 - October 2013
Hilliard Lyons March 2007 - July 2011
Skills
Mutual Funds, Equities, Investments, Research, Trading, Securities, Financial Modeling, Economics, Leadership, Program Management
Education
Carleton College 2000 — 2004
BA, Economics
Bullitt Central High School
School for International Training
Richard Sowa's Hilliard Lyons Experience 2004 - 2005
Job Senior Writer at richardsowa.com
Industry Writing and Editing
Experience
richardsowa.com July 2011 - Present
Financial Pro Talk April 2010 - April 2011
In Simple Language .com April 2008 - April 2011
Sowa Financial Media, LLC January 2006 - April 2011
Hilliard Lyons 2004 - 2005
Skills
Blogging, Newsletters, White Papers, Ghostwriting, Annual Reports, Web Content, Financial Writing, Publications, Case Studies, Copywriting, Editing, Writing, Copy Editing, Proofreading, Press Releases, Books, Public Speaking, Magazines, Brochures, Editorial, Speech Writing, Newspaper, Small Business, Wordpress, Report Writing, Nonprofits, Creative Writing, Social Networking, Facebook, Journalism, Publishing, WordPress, SEO
Education
David N. Myers University 1900 — 1904
BS, Management/Accounting
richardsowa.com July 2011 - Present
Financial Pro Talk April 2010 - April 2011
In Simple Language .com April 2008 - April 2011
Sowa Financial Media, LLC January 2006 - April 2011
Hilliard Lyons 2004 - 2005
Skills
Blogging, Newsletters, White Papers, Ghostwriting, Annual Reports, Web Content, Financial Writing, Publications, Case Studies, Copywriting, Editing, Writing, Copy Editing, Proofreading, Press Releases, Books, Public Speaking, Magazines, Brochures, Editorial, Speech Writing, Newspaper, Small Business, Wordpress, Report Writing, Nonprofits, Creative Writing, Social Networking, Facebook, Journalism, Publishing, WordPress, SEO
Education
David N. Myers University 1900 — 1904
BS, Management/Accounting
Anna C. Hamilton's Hilliard Lyons Experience May 2000 - May 2002
Job President, Hamilton Investment Strategies, Inc.
Industry Financial Services
Experience
Hamilton Investment Strategies, Inc. May 2002 - Present
Hilliard Lyons May 2000 - May 2002
Tucker Anthony April 1996 - May 2000
Skills
Finance, Retirement, Management, Personal Finance, Asset Management, Public Speaking, Strategic Planning
Education
Drexel University 1969 — 1983
Business Administration and Management, General
Holy Child Sharon 1964 — 1969
Hamilton Investment Strategies, Inc. May 2002 - Present
Hilliard Lyons May 2000 - May 2002
Tucker Anthony April 1996 - May 2000
Skills
Finance, Retirement, Management, Personal Finance, Asset Management, Public Speaking, Strategic Planning
Education
Drexel University 1969 — 1983
Business Administration and Management, General
Holy Child Sharon 1964 — 1969
Bryan Sperry's Hilliard Lyons Experience October 2009 - Present
Job Hilliard Lyons Wealth and Family Office Group
Industry Financial Services
Experience
Hilliard Lyons October 2009 - Present
National City Bank December 2000 - October 2009
Education
Bellarmine University 1985 — 1989
Hilliard Lyons October 2009 - Present
National City Bank December 2000 - October 2009
Education
Bellarmine University 1985 — 1989
Jon Eric Franconia's Hilliard Lyons Experience February 1999 - Present
Job Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons February 1999 - Present
Fidelity Investments June 1997 - February 1999
Skills
Investment Advisory, Retirement Planning, Series 7, Mutual Funds, Financial Advisory, Retirement, Securities, Series 63, Strategic Financial..., Investments, Investment Strategies, Asset Allocation, Wealth Management, Portfolio Management, Financial Analysis
Education
University of Louisville 2003 — 2006
M.B.A.
Centre College 1993 — 1997
B.S., Economics
Trinity High School 1989 — 1993
Hilliard Lyons February 1999 - Present
Fidelity Investments June 1997 - February 1999
Skills
Investment Advisory, Retirement Planning, Series 7, Mutual Funds, Financial Advisory, Retirement, Securities, Series 63, Strategic Financial..., Investments, Investment Strategies, Asset Allocation, Wealth Management, Portfolio Management, Financial Analysis
Education
University of Louisville 2003 — 2006
M.B.A.
Centre College 1993 — 1997
B.S., Economics
Trinity High School 1989 — 1993
Renno Peterson's Hilliard Lyons Experience 2002 - Present
Job Director at TMI III
Industry Law Practice
Experience
TMI III January 2013 - Present
Hilliard Lyons 2002 - Present
Academy of Multidisciplinary Practice January 2001 - Present
National Charitable Initiative July 2000 - Present
Renno L. Peterson, PA September 1989 - Present
Viking Penguin 1981 - 2013
Esperti Peterson Institute 1989 - 2003
Skills
Estate Planning, Financial Planning, Tax, Strategic Financial..., LLC, Financial Advisory, Retirement Planning, Long-term Care, Small Business, Wealth Management, Investment Advisory, Trusts, IRAs, Wealth Management..., Financial Planners, Fixed Annuities, Wealth, Estate Administration, Estate Tax Planning, Business Planning, Estate Law, Securities, High Net Worth..., Asset Protection, Retirement, Charities, Insurance, Wills, Powers of Attorney
Education
University of Colorado School of Law 1970 — 1973
JD, Tax, Estate Planning, Trust Law
Colorado State University 1966 — 1970
BS, Business Finance
TMI III January 2013 - Present
Hilliard Lyons 2002 - Present
Academy of Multidisciplinary Practice January 2001 - Present
National Charitable Initiative July 2000 - Present
Renno L. Peterson, PA September 1989 - Present
Viking Penguin 1981 - 2013
Esperti Peterson Institute 1989 - 2003
Skills
Estate Planning, Financial Planning, Tax, Strategic Financial..., LLC, Financial Advisory, Retirement Planning, Long-term Care, Small Business, Wealth Management, Investment Advisory, Trusts, IRAs, Wealth Management..., Financial Planners, Fixed Annuities, Wealth, Estate Administration, Estate Tax Planning, Business Planning, Estate Law, Securities, High Net Worth..., Asset Protection, Retirement, Charities, Insurance, Wills, Powers of Attorney
Education
University of Colorado School of Law 1970 — 1973
JD, Tax, Estate Planning, Trust Law
Colorado State University 1966 — 1970
BS, Business Finance
Marion Halliday's Hilliard Lyons Experience September 2002 - November 2008
Job Chief Compliance Officer at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC May 2014 - Present
Janney Montgomery Scott January 2009 - April 2014
Hilliard Lyons September 2002 - November 2008
Kentucky Division of Securities January 1998 - January 2001
Frost Brown Todd June 1992 - December 1995
US Court of Appeals for the Sixth Circuit June 1991 - June 1992
Education
University of Virginia School of Law 1988 — 1991
JD
Dartmouth College 1982 — 1986
BA with Honors, History
Janney Montgomery Scott LLC May 2014 - Present
Janney Montgomery Scott January 2009 - April 2014
Hilliard Lyons September 2002 - November 2008
Kentucky Division of Securities January 1998 - January 2001
Frost Brown Todd June 1992 - December 1995
US Court of Appeals for the Sixth Circuit June 1991 - June 1992
Education
University of Virginia School of Law 1988 — 1991
JD
Dartmouth College 1982 — 1986
BA with Honors, History
David Harlan's Hilliard Lyons Experience February 2008 - February 2013
Job Financial Advisor at Southeast Financial Credit Union
Industry Investment Management
Experience
Southeast Financial Credit Union February 2013 - Present
Hilliard Lyons February 2008 - February 2013
Regions Bank January 2005 - January 2008
Wells Fargo July 2000 - September 2001
UBS July 1998 - July 2000
Wells Fargo March 1997 - July 1998
Skills
Asset Managment, Equities, Asset Allocation, Financial Advisory, Fixed Annuities, Fixed Income, Investment Advisory, Investments, Portfolio Management, Retirement Planning, Series 7, Wealth Management, Finance, Mutual Funds, Strategic Financial...
Education
Auburn University 1990 — 1995
BS, Finance
Southeast Financial Credit Union February 2013 - Present
Hilliard Lyons February 2008 - February 2013
Regions Bank January 2005 - January 2008
Wells Fargo July 2000 - September 2001
UBS July 1998 - July 2000
Wells Fargo March 1997 - July 1998
Skills
Asset Managment, Equities, Asset Allocation, Financial Advisory, Fixed Annuities, Fixed Income, Investment Advisory, Investments, Portfolio Management, Retirement Planning, Series 7, Wealth Management, Finance, Mutual Funds, Strategic Financial...
Education
Auburn University 1990 — 1995
BS, Finance
James Lykins's Hilliard Lyons Experience 2012 - 2014
Job Acquisitions Manager at Whitestone REIT
Industry Real Estate
Experience
Whitestone REIT 2014 - Present
Hilliard Lyons 2012 - 2014
Hilliard Lyons 2000 - 2012
Skills
Finance, Investments, Financial Analysis, Securities, Valuation, Due Diligence
Education
Bellarmine University 1997 — 1999
Master of Business Administration (MBA)
University of Kentucky 1989 — 1993
Bachelor of Business Administration (BBA), Finance, General
Whitestone REIT 2014 - Present
Hilliard Lyons 2012 - 2014
Hilliard Lyons 2000 - 2012
Skills
Finance, Investments, Financial Analysis, Securities, Valuation, Due Diligence
Education
Bellarmine University 1997 — 1999
Master of Business Administration (MBA)
University of Kentucky 1989 — 1993
Bachelor of Business Administration (BBA), Finance, General
Edwin Collins's Hilliard Lyons Experience May 2015 - Present
Job File Transmission Analyst at Hilliard Lyons
Industry Information Technology and Services
Experience
Hilliard Lyons May 2015 - Present
NetEffects - Assignment MasterCard September 2013 - April 2015
NetEffects - Assignment Saint Louis University December 2012 - September 2013
Neteffects - Assignment MasterCard May 2011 - November 2012
Waves Corporation April 2009 - August 2010
Enterprise Rent-A-Car 1997 - 2008
Countrywide Home Loans October 1993 - July 1997
Skills
Security, Shell Scripting, Unix Shell Scripting, SQL, Connect Direct, Microsoft Excel, Access, Visio, Windows 7, Windows Server, PGP, Change Management, Red Hat Linux, AIX, Solaris, Security Management, Managed File Transfer, Firewalls, Linux, System Administration, Databases, Unix, XP, Disaster Recovery, Windows, Software Documentation, Troubleshooting, Technical Support, Networking, Information Technology, Software Installation, Servers, Switches, Virtualization, VMware, DNS, Network Security, Operating Systems, Active Directory, Data Center, Information Security, SharePoint, VPN, TCP/IP, Cisco Technologies, ITIL, Windows XP, IBM AIX
Education
Saint Charles Community College 2013 — 2016
Associate of Arts and Sciences (A.A.S.), Computer Programming, Cumulative GPA3.722
Computer Learning Center 1991 — 1992
Diploma, Programming
Cypress College 1980 — 1982
Computer and Math
Hilliard Lyons May 2015 - Present
NetEffects - Assignment MasterCard September 2013 - April 2015
NetEffects - Assignment Saint Louis University December 2012 - September 2013
Neteffects - Assignment MasterCard May 2011 - November 2012
Waves Corporation April 2009 - August 2010
Enterprise Rent-A-Car 1997 - 2008
Countrywide Home Loans October 1993 - July 1997
Skills
Security, Shell Scripting, Unix Shell Scripting, SQL, Connect Direct, Microsoft Excel, Access, Visio, Windows 7, Windows Server, PGP, Change Management, Red Hat Linux, AIX, Solaris, Security Management, Managed File Transfer, Firewalls, Linux, System Administration, Databases, Unix, XP, Disaster Recovery, Windows, Software Documentation, Troubleshooting, Technical Support, Networking, Information Technology, Software Installation, Servers, Switches, Virtualization, VMware, DNS, Network Security, Operating Systems, Active Directory, Data Center, Information Security, SharePoint, VPN, TCP/IP, Cisco Technologies, ITIL, Windows XP, IBM AIX
Education
Saint Charles Community College 2013 — 2016
Associate of Arts and Sciences (A.A.S.), Computer Programming, Cumulative GPA3.722
Computer Learning Center 1991 — 1992
Diploma, Programming
Cypress College 1980 — 1982
Computer and Math
Stephen Grossman's Hilliard Lyons Experience September 1983 - Present
Job Senior Vice President/Complex Manager Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons September 1983 - Present
Education
Auburn University 1980 — 1983
Bachelor’s Degree
Carson Newman College 1972 — 1977
Bachelor’s Degree
Hilliard Lyons September 1983 - Present
Education
Auburn University 1980 — 1983
Bachelor’s Degree
Carson Newman College 1972 — 1977
Bachelor’s Degree
Allen Hutson's Hilliard Lyons Experience May 2007 - August 2007
Job Jr. Risk Analyst at ACES Power Marketing
Industry Oil & Energy
Experience
ACES – excellence in energy August 2015 - Present
ACES August 2013 - Present
ACES Power Marketing August 2012 - August 2013
ACES Power Marketing August 2011 - August 2012
State of Indiana June 2009 - August 2011
Hilliard Lyons May 2007 - August 2007
Skills
Energy, Financial Modeling, Derivatives, Commodity Markets, Data Analysis, Microsoft Office, Electricity Markets, Energy Markets, Commodity, Hedging, Monetary Policy, Risk Management
Education
Ball State University 2004 — 2008
BS, Economics
ACES – excellence in energy August 2015 - Present
ACES August 2013 - Present
ACES Power Marketing August 2012 - August 2013
ACES Power Marketing August 2011 - August 2012
State of Indiana June 2009 - August 2011
Hilliard Lyons May 2007 - August 2007
Skills
Energy, Financial Modeling, Derivatives, Commodity Markets, Data Analysis, Microsoft Office, Electricity Markets, Energy Markets, Commodity, Hedging, Monetary Policy, Risk Management
Education
Ball State University 2004 — 2008
BS, Economics
Chad Dobbins's Hilliard Lyons Experience 2002 - 2008
Job Financial and Business Development Consultant
Industry Investment Management
Experience
DM Financial, LLC 2009 - Present
Hilliard Lyons 2002 - 2008
ETG, LLC 2000 - 2001
Neovest - The Volume Investor 1997 - 2000
The Sachs Company 1996 - 1997
Skills
Investments, Financial Analysis, Strategic Financial..., Asset Management, Portfolio Management, Due Diligence, Wealth Management, Financial Modeling, Investment Advisory, Risk Management, Retirement Planning, Strategic Planning, Financial Reporting, Business Development, Business Planning, Accounting, Equities, Asset Managment, Leadership, Forecasting, New Business Development, Investment Management, Estate Planning, Budgets, Sales, Business Strategy, Mergers & Acquisitions, Fundraising, Insurance, Small Business, Succession Planning, Financial Planning
Education
Bellarmine University 2009 — 2010
Accounting CPA Certificate Program, Accounting
Bellarmine University 2001 — 2004
MBA, Finance
Washington and Lee University 1992 — 1996
BA, History, Economics
DM Financial, LLC 2009 - Present
Hilliard Lyons 2002 - 2008
ETG, LLC 2000 - 2001
Neovest - The Volume Investor 1997 - 2000
The Sachs Company 1996 - 1997
Skills
Investments, Financial Analysis, Strategic Financial..., Asset Management, Portfolio Management, Due Diligence, Wealth Management, Financial Modeling, Investment Advisory, Risk Management, Retirement Planning, Strategic Planning, Financial Reporting, Business Development, Business Planning, Accounting, Equities, Asset Managment, Leadership, Forecasting, New Business Development, Investment Management, Estate Planning, Budgets, Sales, Business Strategy, Mergers & Acquisitions, Fundraising, Insurance, Small Business, Succession Planning, Financial Planning
Education
Bellarmine University 2009 — 2010
Accounting CPA Certificate Program, Accounting
Bellarmine University 2001 — 2004
MBA, Finance
Washington and Lee University 1992 — 1996
BA, History, Economics
Anne Marie Brandon's Hilliard Lyons Experience January 2011 - Present
Job Options Trader at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons January 2011 - Present
Education
Colorado State University
BA, Marketing
Hilliard Lyons January 2011 - Present
Education
Colorado State University
BA, Marketing
Charles Hampel's Hilliard Lyons Experience February 1997 - December 2008
Job Financial Services Professional
Industry Financial Services
Experience
Finance Professional January 2009 - Present
Hilliard Lyons February 1997 - December 2008
Group Dekko Services LLC October 1984 - February 1997
Skills
Financial Modeling, Finance, Risk Management, Financial Risk, Business Planning, Financial Analysis, Investment Banking, Uniform CPA Examination
Education
Indiana Tech 2011 — 2013
Master of Business Administration (MBA), Accounting and Health Care Administration, 3.94
Ball State University - College of Business 1978 — 1982
BS, Accounting
Finance Professional January 2009 - Present
Hilliard Lyons February 1997 - December 2008
Group Dekko Services LLC October 1984 - February 1997
Skills
Financial Modeling, Finance, Risk Management, Financial Risk, Business Planning, Financial Analysis, Investment Banking, Uniform CPA Examination
Education
Indiana Tech 2011 — 2013
Master of Business Administration (MBA), Accounting and Health Care Administration, 3.94
Ball State University - College of Business 1978 — 1982
BS, Accounting
David Havens's Hilliard Lyons Experience 2013 - Present
Job First Vice President Financial Consultant at Hilliard Lyons
Industry Investment Management
Experience
Hilliard Lyons 2013 - Present
UBS Financial Services May 2007 - June 2013
Scott&Stringfellow 1996 - 2007
Skills
Alternative Investments, Equities, Finance, Fixed Annuities, Fixed Income, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Strategic Planning
Education
East Carolina University 1983 — 1988
Bachelor of Arts (B.A.), Economics
Hilliard Lyons 2013 - Present
UBS Financial Services May 2007 - June 2013
Scott&Stringfellow 1996 - 2007
Skills
Alternative Investments, Equities, Finance, Fixed Annuities, Fixed Income, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Strategic Planning
Education
East Carolina University 1983 — 1988
Bachelor of Arts (B.A.), Economics
Kelly Benzschawel's Hilliard Lyons Experience April 2015 - Present
Job Instructional Designer at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons April 2015 - Present
QSR Automations February 2015 - April 2015
Robert W. Baird & Co. June 2010 - January 2015
Medical College of Wisconsin July 2009 - June 2010
Robert W. Baird December 2006 - May 2009
Relevant Radio January 2005 - October 2006
Carson Pirie Scott & Co May 2003 - January 2005
AIDS Resource Center of Wisconsin 2003 - 2003
Skills
Program Management, Process Improvement, Nonprofits, Training, Customer Service, PowerPoint, Coaching, Microsoft Office, Non-profits, Event Planning, Microsoft Word, Advertising, Outlook, Project Management, Public Speaking, Onboarding, Needs Analysis, Adult Learning Theory, CBT, Information Technology..., Technical Writing, Communication, Change Management, Curriculum Development, Task Analysis, Meeting Planning, Blended Learning, Competency Based..., Goal Setting, Team Building, Leadership
Education
University of Wisconsin-Stout 2010 — 2012
Masters of Science, Training and Development
Carroll University 1999 — 2003
B.A., English, Business
Hilliard Lyons April 2015 - Present
QSR Automations February 2015 - April 2015
Robert W. Baird & Co. June 2010 - January 2015
Medical College of Wisconsin July 2009 - June 2010
Robert W. Baird December 2006 - May 2009
Relevant Radio January 2005 - October 2006
Carson Pirie Scott & Co May 2003 - January 2005
AIDS Resource Center of Wisconsin 2003 - 2003
Skills
Program Management, Process Improvement, Nonprofits, Training, Customer Service, PowerPoint, Coaching, Microsoft Office, Non-profits, Event Planning, Microsoft Word, Advertising, Outlook, Project Management, Public Speaking, Onboarding, Needs Analysis, Adult Learning Theory, CBT, Information Technology..., Technical Writing, Communication, Change Management, Curriculum Development, Task Analysis, Meeting Planning, Blended Learning, Competency Based..., Goal Setting, Team Building, Leadership
Education
University of Wisconsin-Stout 2010 — 2012
Masters of Science, Training and Development
Carroll University 1999 — 2003
B.A., English, Business
Michele McIntosh's Hilliard Lyons Experience February 1998 - October 2000
Job General Manager
Industry Retail
Experience
Lenscrafters October 2014 - Present
Lenscrafters September 2013 - Present
Frankfort Softball League May 2013 - August 2014
Gymboree November 2009 - September 2013
David's Bridal March 2006 - November 2009
Limited Brands June 2001 - February 2006
Hilliard Lyons February 1998 - October 2000
Skills
Visual Merchandising, Loss Prevention, Retail Management, Merchandising, Replenishment, Interviewing, Team Building, Payroll, Time Management, Sales Management, Inside Sales, Promotions, Driving Results, Inventory Management, Coaching, Recruiting, New Store Openings, Customer Service, Hiring, Associate Development, Planograms, Store Management, Store Operations, Sales, Profit, Retail Sales, Shrinkage, New Store Development, Retail, Inventory Control, Leadership, Employee Training, Training, P, Merchandise Planning, Apparel, Fashion
Education
Eastern Illinois University
Lenscrafters October 2014 - Present
Lenscrafters September 2013 - Present
Frankfort Softball League May 2013 - August 2014
Gymboree November 2009 - September 2013
David's Bridal March 2006 - November 2009
Limited Brands June 2001 - February 2006
Hilliard Lyons February 1998 - October 2000
Skills
Visual Merchandising, Loss Prevention, Retail Management, Merchandising, Replenishment, Interviewing, Team Building, Payroll, Time Management, Sales Management, Inside Sales, Promotions, Driving Results, Inventory Management, Coaching, Recruiting, New Store Openings, Customer Service, Hiring, Associate Development, Planograms, Store Management, Store Operations, Sales, Profit, Retail Sales, Shrinkage, New Store Development, Retail, Inventory Control, Leadership, Employee Training, Training, P, Merchandise Planning, Apparel, Fashion
Education
Eastern Illinois University
Spencer Templin's Hilliard Lyons Experience June 2005 - Present
Job Vice President, Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons June 2005 - Present
Skills
Retirement Planning, Wealth Management, Retirement, Asset Allocation, Investment Advisory, Strategic Financial..., Investments, Securities, Investment Strategies, Mutual Funds, Portfolio Management, Financial Modeling, Series 63, Financial Advisory, Series 7, Estate Planning
Education
University of Kentucky College of Medicine 2001 — 2005
Doctor of Medicine (M.D.)
Asbury University 1996 — 2000
Bachelor of Arts (B.A.), Biology/Chemistry
Hilliard Lyons June 2005 - Present
Skills
Retirement Planning, Wealth Management, Retirement, Asset Allocation, Investment Advisory, Strategic Financial..., Investments, Securities, Investment Strategies, Mutual Funds, Portfolio Management, Financial Modeling, Series 63, Financial Advisory, Series 7, Estate Planning
Education
University of Kentucky College of Medicine 2001 — 2005
Doctor of Medicine (M.D.)
Asbury University 1996 — 2000
Bachelor of Arts (B.A.), Biology/Chemistry
Donna McClure's Hilliard Lyons Experience June 1981 - August 1998
Job Chief Compliance Officer at M&T Bank
Industry Banking
Experience
M&T Bank January 2012 - Present
Huntington National Bank November 2001 - January 2012
Concorde Investment Group August 1998 - October 2001
Hilliard Lyons June 1981 - August 1998
Skills
OFAC, Bank Secrecy Act, Regulations, AML, USA PATRIOT Act, KYC, Operational Risk..., Operational Risk, Anti Money Laundering, Loans, Financial Institutions, Financial Regulation, Securities, FINRA, Risk Management, Credit Risk, Financial Risk, Retail Banking, Banking, Enterprise Risk..., Credit
Education
Indiana University-Southeast 1992 — 1997
BS Business Administration, Economics
Capital University - School of Management 2004 — 2005
M&T Bank January 2012 - Present
Huntington National Bank November 2001 - January 2012
Concorde Investment Group August 1998 - October 2001
Hilliard Lyons June 1981 - August 1998
Skills
OFAC, Bank Secrecy Act, Regulations, AML, USA PATRIOT Act, KYC, Operational Risk..., Operational Risk, Anti Money Laundering, Loans, Financial Institutions, Financial Regulation, Securities, FINRA, Risk Management, Credit Risk, Financial Risk, Retail Banking, Banking, Enterprise Risk..., Credit
Education
Indiana University-Southeast 1992 — 1997
BS Business Administration, Economics
Capital University - School of Management 2004 — 2005
Shadd Clausen's Hilliard Lyons Experience December 2003 - Present
Job Senior Vice President at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons December 2003 - Present
WC Siding & Roofing 2000 - 2003
Skills
Building and Preserving..., Portfolio Management, Retirement Planning, Insurance, Financial Planning
Education
Cornerstone University 1998 — 2002
Business/Corporate Communications
Hilliard Lyons December 2003 - Present
WC Siding & Roofing 2000 - 2003
Skills
Building and Preserving..., Portfolio Management, Retirement Planning, Insurance, Financial Planning
Education
Cornerstone University 1998 — 2002
Business/Corporate Communications
Dan Foutch, CWA®'s Hilliard Lyons Experience 1989 - Present
Job Senior Vice President, Regional Manager
Industry Financial Services
Experience
Hilliard Lyons 1989 - Present
Edward Jones March 1983 - December 1989
Skills
Wealth Management, Securities, Wealth, Strategic Planning, Financial Advisory, Finance, Investments, Leadership, Retirement Planning, Strategic Financial..., Mutual Funds, Series 7, Financial Analysis
Education
Belmont University 1978 — 1982
Bachelor of Business Administration (BBA)
Hilliard Lyons 1989 - Present
Edward Jones March 1983 - December 1989
Skills
Wealth Management, Securities, Wealth, Strategic Planning, Financial Advisory, Finance, Investments, Leadership, Retirement Planning, Strategic Financial..., Mutual Funds, Series 7, Financial Analysis
Education
Belmont University 1978 — 1982
Bachelor of Business Administration (BBA)
Phil McAdams's Hilliard Lyons Experience
Job Senior VP / Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons
Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Financial Planning, Retirement, Portfolio Management, Series 7, Investment Advisory, Securities, Asset Allocation, Financial Services
Education
Ball State University
Hilliard Lyons
Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Financial Planning, Retirement, Portfolio Management, Series 7, Investment Advisory, Securities, Asset Allocation, Financial Services
Education
Ball State University
Paul Pank's Hilliard Lyons Experience October 1973 - Present
Job Senior Vice President, Branch Manager
Industry Financial Services
Experience
Hilliard Lyons October 1973 - Present
Education
Bellarmine University 1969 — 1973
Bachelor's degree, English and History
Hilliard Lyons October 1973 - Present
Education
Bellarmine University 1969 — 1973
Bachelor's degree, English and History
Ashley Overstreet, MBA's Hilliard Lyons Experience August 2015 - Present
Job Vice President | Manager | New Financial Consultant Development at Hilliard Lyons
Industry Banking
Experience
Hilliard Lyons August 2015 - Present
Skills
Banking, Credit, Loans, Customer Service, Finance, Team Building, Sales, Insurance, Small Business Lending, Marketing, Financial Analysis, Leadership, Consumer Lending, Training, Strategic Planning, Mortgage Lending, Process Improvement, Microsoft Office, Microsoft Excel, Recruiting, Coaching, Sales Management, Leadership Development, PowerPoint, Microsoft Word, Employee Relations, Building Relationships, Income Statement, Accounting, Retail, Outlook, Compliance
Education
Bellarmine University 2011 — 2013
MBA, Business
University of Kentucky 1999 — 2003
Bachelors of Business Administration, Finance, Marketing
Paducah Tilghman
Hilliard Lyons August 2015 - Present
Skills
Banking, Credit, Loans, Customer Service, Finance, Team Building, Sales, Insurance, Small Business Lending, Marketing, Financial Analysis, Leadership, Consumer Lending, Training, Strategic Planning, Mortgage Lending, Process Improvement, Microsoft Office, Microsoft Excel, Recruiting, Coaching, Sales Management, Leadership Development, PowerPoint, Microsoft Word, Employee Relations, Building Relationships, Income Statement, Accounting, Retail, Outlook, Compliance
Education
Bellarmine University 2011 — 2013
MBA, Business
University of Kentucky 1999 — 2003
Bachelors of Business Administration, Finance, Marketing
Paducah Tilghman
DAMON ROWE's Hilliard Lyons Experience 1999 - 2000
Job I.T SPECIALIST at LEGACY SCS
Industry Logistics and Supply Chain
Experience
LEGACY SCS September 2006 - Present
Hilliard Lyons 1999 - 2000
Education
Ivy Tech Community College-South Central 1997 — 2000
Associate of Arts and Sciences (A.A.S.), Computer Systems Networking and Telecommunications
LEGACY SCS September 2006 - Present
Hilliard Lyons 1999 - 2000
Education
Ivy Tech Community College-South Central 1997 — 2000
Associate of Arts and Sciences (A.A.S.), Computer Systems Networking and Telecommunications
Marci Schmitt's Hilliard Lyons Experience June 1988 - May 1997
Job First Capital Bank of KY, Marcella Werner Enterprises
Industry Banking
Experience
The First Capital Bank Of Kentucky May 2008 - Present
Marcella Werner Enterprises March 2004 - Present
Hilliard Lyons June 1988 - May 1997
Hilliard Lyons June 1985 - June 1988
Skills
Banking, Loans, Risk Management, Customer Service, Financial Analysis, Project Management, Retail Banking, Management
Education
Bellarmine University 1981 — 1985
Bachelor of Arts (BA), Accounting
The First Capital Bank Of Kentucky May 2008 - Present
Marcella Werner Enterprises March 2004 - Present
Hilliard Lyons June 1988 - May 1997
Hilliard Lyons June 1985 - June 1988
Skills
Banking, Loans, Risk Management, Customer Service, Financial Analysis, Project Management, Retail Banking, Management
Education
Bellarmine University 1981 — 1985
Bachelor of Arts (BA), Accounting
Thomas Ogden's Hilliard Lyons Experience April 2009 - Present
Job Senior Vice PresidentFinancial Consultant
Industry Financial Services
Experience
Hilliard Lyons April 2009 - Present
Smith Barney January 1996 - April 2009
Leach-Ogden Insurance Agency June 1982 - January 1996
Skills
Public Speaking, Strategic Planning, Customer Service
Education
Eastern Kentucky University
Insurance
Hilliard Lyons April 2009 - Present
Smith Barney January 1996 - April 2009
Leach-Ogden Insurance Agency June 1982 - January 1996
Skills
Public Speaking, Strategic Planning, Customer Service
Education
Eastern Kentucky University
Insurance
Brantley Gunn's Hilliard Lyons Experience June 2012 - August 2012
Job Real Estate
Industry Real Estate
Experience
Hilliard Lyons June 2012 - August 2012
Charles Koch Institute January 2012 - May 2012
Mercatus Center January 2012 - May 2012
United States Senate May 2011 - June 2011
Chamber of Commerce February 2010 - July 2010
The Salvation Army September 2009 - December 2009
United States Senate September 2008 - January 2009
Students Aiding Indigent Families 2003 - 2009
Skills
Economics, Non-profits, Research, Nonprofits, Due Diligence, Marketing Strategy, Management Consulting, Portfolio Management, Public Speaking, Public Policy, Finance, Policy, Social Media, Policy Analysis, Microsoft Office, Project Management
Education
Centre College 2009 — 2013
Financial Economics
American University
Hinds Community College
Veritas School
Hilliard Lyons June 2012 - August 2012
Charles Koch Institute January 2012 - May 2012
Mercatus Center January 2012 - May 2012
United States Senate May 2011 - June 2011
Chamber of Commerce February 2010 - July 2010
The Salvation Army September 2009 - December 2009
United States Senate September 2008 - January 2009
Students Aiding Indigent Families 2003 - 2009
Skills
Economics, Non-profits, Research, Nonprofits, Due Diligence, Marketing Strategy, Management Consulting, Portfolio Management, Public Speaking, Public Policy, Finance, Policy, Social Media, Policy Analysis, Microsoft Office, Project Management
Education
Centre College 2009 — 2013
Financial Economics
American University
Hinds Community College
Veritas School
John Maupin's Hilliard Lyons Experience 1997 - Present
Job Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons 1997 - Present
Education
East Tennessee State University
Hilliard Lyons 1997 - Present
Education
East Tennessee State University
Matt Huelsman's Hilliard Lyons Experience June 1999 - June 2000
Job CPA at Richardson, Pennington & Skinner, PSC
Industry Accounting
Experience
Richardson, Pennington & Skinner, PSC June 2000 - Present
Hilliard Lyons June 1999 - June 2000
Skills
Accounting, Tax, Financial Reporting, Auditing, Tax Preparation, Corporate Tax, Income Tax, GAAP, Internal Controls, CPA, Financial Accounting, General Ledger, QuickBooks, Tax Returns, US GAAP, Sarbanes-Oxley Act, Tax Accounting, IFRS, Account Reconciliation, Bookkeeping
Education
Bellarmine University 1996 — 1999
Bachelor of Arts (B.A.), Accounting, Cum Laude
Richardson, Pennington & Skinner, PSC June 2000 - Present
Hilliard Lyons June 1999 - June 2000
Skills
Accounting, Tax, Financial Reporting, Auditing, Tax Preparation, Corporate Tax, Income Tax, GAAP, Internal Controls, CPA, Financial Accounting, General Ledger, QuickBooks, Tax Returns, US GAAP, Sarbanes-Oxley Act, Tax Accounting, IFRS, Account Reconciliation, Bookkeeping
Education
Bellarmine University 1996 — 1999
Bachelor of Arts (B.A.), Accounting, Cum Laude
Painter Robin's Hilliard Lyons Experience January 1998 - January 2004
Job Administrative Assistant at Kingsport First Assembly
Industry Nonprofit Organization Management
Experience
Kingsport First Assembly March 2005 - Present
Hilliard Lyons January 1998 - January 2004
Heritage Federal Bank January 1984 - January 1998
Education
East Tennessee State University 1981 — 1983
Sullivan North 1977 — 1981
Diploma
Kingsport First Assembly March 2005 - Present
Hilliard Lyons January 1998 - January 2004
Heritage Federal Bank January 1984 - January 1998
Education
East Tennessee State University 1981 — 1983
Sullivan North 1977 — 1981
Diploma
Burl Milligan's Hilliard Lyons Experience February 1981 - Present
Job First Vice President at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons February 1981 - Present
Skills
Wealth Management, Retirement Planning, Series 63, Mutual Funds, Asset Allocation, Investment Advisory, Portfolio Management, Investments, Securities, Alternative Investments, Equities, Retirement, Strategic Financial..., Asset Management, Series 65, Fixed Income, Estate Planning, FINRA, Investment Strategies
Education
Eastern Illinois University 1964 — 1969
Bachelor of Science (BS), Business Administration and Management, General
Eastern Illinois University
Bachelor's degree, Finance, General
Hilliard Lyons February 1981 - Present
Skills
Wealth Management, Retirement Planning, Series 63, Mutual Funds, Asset Allocation, Investment Advisory, Portfolio Management, Investments, Securities, Alternative Investments, Equities, Retirement, Strategic Financial..., Asset Management, Series 65, Fixed Income, Estate Planning, FINRA, Investment Strategies
Education
Eastern Illinois University 1964 — 1969
Bachelor of Science (BS), Business Administration and Management, General
Eastern Illinois University
Bachelor's degree, Finance, General
Curt Porter's Hilliard Lyons Experience March 2009 - Present
Job Financial consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons March 2009 - Present
A.G. Edwards May 2007 - March 2009
Sterne Agee May 2005 - May 2007
Prudential Securities December 1995 - May 2005
Paine Webber October 1981 - December 1995
Greenville SC October 1978 - October 1981
Skills
Series 7, Mutual Funds, Investments, Retirement, Strategic Financial..., Series 63, Asset Allocation, Portfolio Management, Securities, Estate Planning, Investment Strategies, Financial Modeling, Financial Analysis, Financial Services, Asset Management, Equities
Education
Furman University 1976 — 1978
Master of Business Administration (M.B.A.)
Clemson University 1970 — 1974
Bachelor of Arts (B.A.), Economics
Hilliard Lyons March 2009 - Present
A.G. Edwards May 2007 - March 2009
Sterne Agee May 2005 - May 2007
Prudential Securities December 1995 - May 2005
Paine Webber October 1981 - December 1995
Greenville SC October 1978 - October 1981
Skills
Series 7, Mutual Funds, Investments, Retirement, Strategic Financial..., Series 63, Asset Allocation, Portfolio Management, Securities, Estate Planning, Investment Strategies, Financial Modeling, Financial Analysis, Financial Services, Asset Management, Equities
Education
Furman University 1976 — 1978
Master of Business Administration (M.B.A.)
Clemson University 1970 — 1974
Bachelor of Arts (B.A.), Economics
Nicole Ferri's Hilliard Lyons Experience 1999 - 2001
Job Office Administrator & Sales Assisant at PNC Investments
Industry Financial Services
Experience
PNC Investments LLC May 2001 - Present
Hilliard Lyons 1999 - 2001
Ferri Construction 1990 - 1999
McMurray Dry Cleaners 1992 - 1994
Skills
Microsoft Office, Administrative..., Office Administration, Microsoft Excel, Microsoft Word, Office Management, PowerPoint, Customer Service, Research, Event Planning, Data Entry, Event Management, Administration
Education
Duquesne University 1994 — 1999
Bachelor's degree, Psychology & Criminal Justice
PNC Investments LLC May 2001 - Present
Hilliard Lyons 1999 - 2001
Ferri Construction 1990 - 1999
McMurray Dry Cleaners 1992 - 1994
Skills
Microsoft Office, Administrative..., Office Administration, Microsoft Excel, Microsoft Word, Office Management, PowerPoint, Customer Service, Research, Event Planning, Data Entry, Event Management, Administration
Education
Duquesne University 1994 — 1999
Bachelor's degree, Psychology & Criminal Justice