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
Misty O'Brien Misty O'Brien's Hilliard Lyons Experience March 1999 - June 2012
Job Quality Control Technician, Eurofins Genomics
Industry Consumer Goods
Experience
Eurofins Genomics March 2015 - Present
Morgan Foods, Inc. August 2014 - March 2015
Indiana University Southeast August 2013 - August 2014
Hilliard Lyons March 1999 - June 2012
Skills
Microsoft Excel, Microsoft Word, Access, LIMS, SAP, Legal Compliance, Qualitative Research, Laboratory Skills, Time-efficient, Production Efficiency, Microsoft Office, Leadership, PowerPoint, Teamwork, Public Speaking, Customer Service
Education
Indiana University 2010 — 2014
Bachelor's Degree, Biology, General
Indiana University-Southeast 2010 — 2014
Associate's Degree, Chemistry
Eurofins Genomics March 2015 - Present
Morgan Foods, Inc. August 2014 - March 2015
Indiana University Southeast August 2013 - August 2014
Hilliard Lyons March 1999 - June 2012
Skills
Microsoft Excel, Microsoft Word, Access, LIMS, SAP, Legal Compliance, Qualitative Research, Laboratory Skills, Time-efficient, Production Efficiency, Microsoft Office, Leadership, PowerPoint, Teamwork, Public Speaking, Customer Service
Education
Indiana University 2010 — 2014
Bachelor's Degree, Biology, General
Indiana University-Southeast 2010 — 2014
Associate's Degree, Chemistry
Angie Janes's Hilliard Lyons Experience August 1998 - October 2008
Job Project Accountant
Industry Mechanical or Industrial Engineering
Experience
URS Corporation, An AECOM Company May 2015 - Present
URS Corporation December 2014 - May 2015
Kentucky Health Cooperative December 2012 - December 2014
PharMerica April 2009 - September 2012
Hilliard Lyons August 1998 - October 2008
Skills
Administrative..., Customer Service, Microsoft Excel, Microsoft Office, Strategic Planning, Recruiting, Sales, Marketing, Management, Project Management, Training, Meeting Planning, Non-profit Board..., Board Relations, Executive Support, Executive..., Customer Support, Manage Client..., Healthcare, Process Improvement, Leadership, Administrative..., Human Resources
Education
Indiana Wesleyan University 2008 — 2010
Bachelor's degree, Business, Management, Marketing, and Related Support Services
URS Corporation, An AECOM Company May 2015 - Present
URS Corporation December 2014 - May 2015
Kentucky Health Cooperative December 2012 - December 2014
PharMerica April 2009 - September 2012
Hilliard Lyons August 1998 - October 2008
Skills
Administrative..., Customer Service, Microsoft Excel, Microsoft Office, Strategic Planning, Recruiting, Sales, Marketing, Management, Project Management, Training, Meeting Planning, Non-profit Board..., Board Relations, Executive Support, Executive..., Customer Support, Manage Client..., Healthcare, Process Improvement, Leadership, Administrative..., Human Resources
Education
Indiana Wesleyan University 2008 — 2010
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Jackson Barefoot's Hilliard Lyons Experience March 2014 - Present
Job Investment Banking Analyst at Hilliard Lyons
Industry Accounting
Experience
Hilliard Lyons March 2014 - Present
ResCare September 2013 - March 2014
Crowe Horwath LLP January 2011 - September 2013
Education
Indiana University Bloomington 2007 — 2011
finance, accounting
Kentucky Country Day
Hilliard Lyons March 2014 - Present
ResCare September 2013 - March 2014
Crowe Horwath LLP January 2011 - September 2013
Education
Indiana University Bloomington 2007 — 2011
finance, accounting
Kentucky Country Day
Mac Thomas's Hilliard Lyons Experience August 2006 - Present
Job VP Business Development at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons August 2006 - Present
Skills
Mutual Funds, Series 7, Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Finance, Financial Services, Financial Analysis, Investment Advisory, Portfolio Management, Retirement Planning, Securities, Series 63
Education
Miami University 2002 — 2006
Bachelor of Science (B.S.), Finance
Hilliard Lyons August 2006 - Present
Skills
Mutual Funds, Series 7, Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Finance, Financial Services, Financial Analysis, Investment Advisory, Portfolio Management, Retirement Planning, Securities, Series 63
Education
Miami University 2002 — 2006
Bachelor of Science (B.S.), Finance
Priscilla Turner's Hilliard Lyons Experience 2012 - Present
Job Senior vice president at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons 2012 - Present
City Securities Corporation 2001 - 2012
Morgan Stanley 1997 - 2001
Education
Indiana University Bloomington 1974 — 1978
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Culver Military
Hilliard Lyons 2012 - Present
City Securities Corporation 2001 - 2012
Morgan Stanley 1997 - 2001
Education
Indiana University Bloomington 1974 — 1978
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Culver Military
Kathy Gulledge Kathy Gulledge's Hilliard Lyons Experience July 2009 - Present
Job Client Service Associate at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons July 2009 - Present
Latta Java January 2003 - March 2014
Marion Chamber of Commerce July 2007 - July 2009
Foxs Cleaners December 1982 - January 2003
Skills
Customer Service, Public Speaking, Strategic Planning, Team Building, Social Networking, Leadership, Microsoft Office, Social Media, Sales, Event Planning
Education
Greenville College 1974 — 1976
2year, Elementary Education and Teaching
Hilliard Lyons July 2009 - Present
Latta Java January 2003 - March 2014
Marion Chamber of Commerce July 2007 - July 2009
Foxs Cleaners December 1982 - January 2003
Skills
Customer Service, Public Speaking, Strategic Planning, Team Building, Social Networking, Leadership, Microsoft Office, Social Media, Sales, Event Planning
Education
Greenville College 1974 — 1976
2year, Elementary Education and Teaching
Richard Reames's Hilliard Lyons Experience January 1981 - Present
Job Branch Manager at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons January 1981 - Present
J.C Bradford April 1980 - January 1981
Second National Bank, Ashland January 1979 - March 1980
Education
Louis D. Brandeis School of Law at the University of Louisville 1977 — 1978
University of Louisville College of Business
BSC, Finance, General
Hilliard Lyons January 1981 - Present
J.C Bradford April 1980 - January 1981
Second National Bank, Ashland January 1979 - March 1980
Education
Louis D. Brandeis School of Law at the University of Louisville 1977 — 1978
University of Louisville College of Business
BSC, Finance, General
Lyn Slone Lyn Slone's Hilliard Lyons Experience August 2010 - May 2015
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2015 - Present
Hilliard Lyons August 2010 - May 2015
Skills
Customer Service, Finance, Microsoft Office
Education
Kellogg Community College
Associate’s Degree, Accounting
Wells Fargo Advisors May 2015 - Present
Hilliard Lyons August 2010 - May 2015
Skills
Customer Service, Finance, Microsoft Office
Education
Kellogg Community College
Associate’s Degree, Accounting
Robert Coombes's Hilliard Lyons Experience August 2011 - July 2014
Job Consultant with The Estes Group at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons August 2011 - July 2014
Skills
Investments, Financial Analysis, Financial Modeling, Finance, Data Analysis, Equities, Leadership, Microsoft Excel, Strategic Planning, Sales, Public Speaking, Account Management, Management, Microsoft Office, Access
Education
Indiana University Bloomington 2006 — 2010
Muncie Central
Hilliard Lyons August 2011 - July 2014
Skills
Investments, Financial Analysis, Financial Modeling, Finance, Data Analysis, Equities, Leadership, Microsoft Excel, Strategic Planning, Sales, Public Speaking, Account Management, Management, Microsoft Office, Access
Education
Indiana University Bloomington 2006 — 2010
Muncie Central
Deane Gauthier Deane Gauthier's Hilliard Lyons Experience February 2013 - Present
Job Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons February 2013 - Present
Education
Flagler College
Hilliard Lyons February 2013 - Present
Education
Flagler College
Theresa Simmons Theresa Simmons's Hilliard Lyons Experience January 2008 - January 2015
Job Training Specialist at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons January 2008 - January 2015
Brown-Forman June 1999 - May 2007
Skills
training, Training & Development, Retreat Facilitation, Employee Engagement, Training, Leadership Development, Employee Training, Retreats, New Hire Orientations, Onboarding, Performance Management
Education
Indiana Wesleyan University 2013 — 2015
Bachelor of Management, HR Focus, 3.7
Ivy Tech Community College-Southeast 1996 — 2005
Associates Degree, Computer Information Systems, 3.7 GPA
Hilliard Lyons January 2008 - January 2015
Brown-Forman June 1999 - May 2007
Skills
training, Training & Development, Retreat Facilitation, Employee Engagement, Training, Leadership Development, Employee Training, Retreats, New Hire Orientations, Onboarding, Performance Management
Education
Indiana Wesleyan University 2013 — 2015
Bachelor of Management, HR Focus, 3.7
Ivy Tech Community College-Southeast 1996 — 2005
Associates Degree, Computer Information Systems, 3.7 GPA
J. Curtis McCubbin J. Curtis McCubbin's Hilliard Lyons Experience October 2014 - Present
Job Senior Vice President, Senior Corporate Counsel at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons October 2014 - Present
Hilliard Lyons March 2012 - October 2014
Hilliard Lyons October 2009 - March 2012
Hilliard Lyons August 2006 - October 2009
UK College of Law September 2005 - April 2006
Skills
Securities, FINRA, Securities Regulation, Arbitration, Corporate Law, Series 7, Legal Writing, Litigation, Legal Research, Mediation, Series 24, Series 63, Legal Issues, Employment Law, Finance, Financial Services, Retirement, IRAs, Investment Strategies, Mutual Funds, Investment Advisory
Education
Indiana University-Southeast 2009 — 2012
MBA, Business Administration and Management, General
University of Kentucky College of Law 2003 — 2006
JD, Corporate & Securities Law
Transylvania University 1999 — 2003
BA, Political Science
Hilliard Lyons October 2014 - Present
Hilliard Lyons March 2012 - October 2014
Hilliard Lyons October 2009 - March 2012
Hilliard Lyons August 2006 - October 2009
UK College of Law September 2005 - April 2006
Skills
Securities, FINRA, Securities Regulation, Arbitration, Corporate Law, Series 7, Legal Writing, Litigation, Legal Research, Mediation, Series 24, Series 63, Legal Issues, Employment Law, Finance, Financial Services, Retirement, IRAs, Investment Strategies, Mutual Funds, Investment Advisory
Education
Indiana University-Southeast 2009 — 2012
MBA, Business Administration and Management, General
University of Kentucky College of Law 2003 — 2006
JD, Corporate & Securities Law
Transylvania University 1999 — 2003
BA, Political Science
Mindy Reed Mindy Reed's Hilliard Lyons Experience October 2009 - August 2013
Job First Grade Teacher Bellevue Community Schools
Industry Higher Education
Experience
Bellevue Community Schools August 2013 - Present
Relay for Life August 2013 - Present
Hilliard Lyons October 2009 - August 2013
Kellogg Company January 2004 - February 2008
Olivet Community Schools January 2002 - June 2004
Skills
Customer Service, Event Planning, Social Media, Social Networking, Team Building, Event Management, Teaching, Marketing, Public Relations, Fundraising, Social Media Marketing, Microsoft Office, Marketing Communications, Advertising, Volunteer Management, Nonprofits
Education
Olivet College 2002 — 2004
BA, Education
Kellogg Community College 1999 — 2002
Associates Degree, Liberal Arts
Bellevue Community Schools August 2013 - Present
Relay for Life August 2013 - Present
Hilliard Lyons October 2009 - August 2013
Kellogg Company January 2004 - February 2008
Olivet Community Schools January 2002 - June 2004
Skills
Customer Service, Event Planning, Social Media, Social Networking, Team Building, Event Management, Teaching, Marketing, Public Relations, Fundraising, Social Media Marketing, Microsoft Office, Marketing Communications, Advertising, Volunteer Management, Nonprofits
Education
Olivet College 2002 — 2004
BA, Education
Kellogg Community College 1999 — 2002
Associates Degree, Liberal Arts
Adam Vernon's Hilliard Lyons Experience August 1996 - January 1997
Job National Sales Manager at Colorado Ski Furniture & Pikes Peak Signs
Industry Health, Wellness and Fitness
Experience
Colorado Ski Furniture & Pikes Peak Signs January 2006 - Present
Apex Energetics March 2003 - November 2014
Pikes Peak Ascent & Marathon November 2011 - July 2014
Manitou Yoga School June 2010 - December 2012
Cornithians, Ayso, and CSPR August 2005 - November 2009
CMT of Colorado Inc. May 2001 - March 2003
Stryker Medical February 2000 - September 2000
Landscape Design Services, Inc. April 1997 - August 1998
Holland Freight Services January 1998 - May 1998
Hilliard Lyons August 1996 - January 1997
Skills
Nutrition, Wellness, Fitness, Public Speaking, Social Media, Coaching, Event Planning, Marketing, Nutritional Counseling, Chiropractic, Social Media Marketing, Healthcare, Marketing Strategy, Customer Service, Public Relations, Strategic Planning, Sports, Fundraising, Event Management, Team Building, Functional Medicine, Neck Pain, Alternative Medicine, Headaches, Detoxification, Healing, Holistic Health, Fibromyalgia, Pain Management, Chronic Pain, Supplements, Sciatica, Clinical Nutrition, Homeopathy, Chronic Illness, Wellness Coaching, Naturopathy, Acupuncture, Training, Yoga, Therapeutic Massage, Lifestyle, Wellbeing, Lifestyle Coaching, Herbal, Sports Nutrition, Weight, Athletics, Rehabilitation, Prevention
Education
Hope College 1994 — 1998
BA, Business & Spanish
Universidad de Salamanca 1997 — 1998
Spanish, Spanish, guitar, history
Blue Heron Academy of Healing Arts & Sciences 2000 — 2001
Clinical Manual Therapist, Manual Therapy, Nutrition, Herbal Medicine, Medical Acupuncture
Portage Northern High School 1989 — 1994
Business, Spanish
Colorado Ski Furniture & Pikes Peak Signs January 2006 - Present
Apex Energetics March 2003 - November 2014
Pikes Peak Ascent & Marathon November 2011 - July 2014
Manitou Yoga School June 2010 - December 2012
Cornithians, Ayso, and CSPR August 2005 - November 2009
CMT of Colorado Inc. May 2001 - March 2003
Stryker Medical February 2000 - September 2000
Landscape Design Services, Inc. April 1997 - August 1998
Holland Freight Services January 1998 - May 1998
Hilliard Lyons August 1996 - January 1997
Skills
Nutrition, Wellness, Fitness, Public Speaking, Social Media, Coaching, Event Planning, Marketing, Nutritional Counseling, Chiropractic, Social Media Marketing, Healthcare, Marketing Strategy, Customer Service, Public Relations, Strategic Planning, Sports, Fundraising, Event Management, Team Building, Functional Medicine, Neck Pain, Alternative Medicine, Headaches, Detoxification, Healing, Holistic Health, Fibromyalgia, Pain Management, Chronic Pain, Supplements, Sciatica, Clinical Nutrition, Homeopathy, Chronic Illness, Wellness Coaching, Naturopathy, Acupuncture, Training, Yoga, Therapeutic Massage, Lifestyle, Wellbeing, Lifestyle Coaching, Herbal, Sports Nutrition, Weight, Athletics, Rehabilitation, Prevention
Education
Hope College 1994 — 1998
BA, Business & Spanish
Universidad de Salamanca 1997 — 1998
Spanish, Spanish, guitar, history
Blue Heron Academy of Healing Arts & Sciences 2000 — 2001
Clinical Manual Therapist, Manual Therapy, Nutrition, Herbal Medicine, Medical Acupuncture
Portage Northern High School 1989 — 1994
Business, Spanish
Lynk Kordes's Hilliard Lyons Experience May 2014 - August 2014
Job Corporate Finance Intern at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company May 2015 - August 2015
Hilliard Lyons May 2014 - August 2014
Seurfert Construction May 2010 - August 2013
FedEx March 2009 - August 2012
Egloff Trucking April 2007 - August 2011
Skills
Customer Service, Research, Leadership, Construction, Determination, Energy, PowerPoint, Team Leadership, Microsoft Word, Microsoft Excel, Time Management, Microsoft Office
Education
Indiana University Bloomington 2012 — 2016
Bachelor of Science, Accounting and Finance (expected), Sophomore
Forest Park Jr-Sr High 2009 — 2012
Core 40: Academic Honors, GPA: 3.99/4.0
Ford Motor Company May 2015 - August 2015
Hilliard Lyons May 2014 - August 2014
Seurfert Construction May 2010 - August 2013
FedEx March 2009 - August 2012
Egloff Trucking April 2007 - August 2011
Skills
Customer Service, Research, Leadership, Construction, Determination, Energy, PowerPoint, Team Leadership, Microsoft Word, Microsoft Excel, Time Management, Microsoft Office
Education
Indiana University Bloomington 2012 — 2016
Bachelor of Science, Accounting and Finance (expected), Sophomore
Forest Park Jr-Sr High 2009 — 2012
Core 40: Academic Honors, GPA: 3.99/4.0
Luke Griggs's Hilliard Lyons Experience February 2014 - Present
Job Due Diligence Analyst at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons February 2014 - Present
Eagle Paper August 2013 - February 2014
Indiana University Southeast August 2012 - December 2012
Buckhead Mountain Grill August 2010 - September 2012
PNC September 2008 - August 2010
Wick's Pizza August 2001 - July 2008
Skills
Customer Service, Microsoft Excel, Microsoft Office, Banking, Microsoft Word, PowerPoint, Data Entry, Customer Satisfaction, Time Management, Accounting, Teamwork, Sales, Spreadsheets, Finance, Leadership, Financial Accounting, Management Accounting, Enjoy New Challenges, Communication, Fast Learner, Data Analysis, Access, Process Improvement, Financial Analysis, Accounts Receivable, Accounts Payable
Education
Indiana University-Southeast 2010 — 2013
Accounting and Finance, 4.0
Rose-Hulman Institute of Technology 1995 — 1999
Computer Engineering
Hilliard Lyons February 2014 - Present
Eagle Paper August 2013 - February 2014
Indiana University Southeast August 2012 - December 2012
Buckhead Mountain Grill August 2010 - September 2012
PNC September 2008 - August 2010
Wick's Pizza August 2001 - July 2008
Skills
Customer Service, Microsoft Excel, Microsoft Office, Banking, Microsoft Word, PowerPoint, Data Entry, Customer Satisfaction, Time Management, Accounting, Teamwork, Sales, Spreadsheets, Finance, Leadership, Financial Accounting, Management Accounting, Enjoy New Challenges, Communication, Fast Learner, Data Analysis, Access, Process Improvement, Financial Analysis, Accounts Receivable, Accounts Payable
Education
Indiana University-Southeast 2010 — 2013
Accounting and Finance, 4.0
Rose-Hulman Institute of Technology 1995 — 1999
Computer Engineering
Donna Resch's Hilliard Lyons Experience June 1984 - Present
Job Financial Consultant with the Harrison Resch Financial Group of Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons June 1984 - Present
Education
Indiana University-Southeast
Bachelor of Science (BS), Business and Finance
Hilliard Lyons June 1984 - Present
Education
Indiana University-Southeast
Bachelor of Science (BS), Business and Finance
Steve Martindale's Hilliard Lyons Experience 2009 - June 2011
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2011 - Present
Hilliard Lyons 2009 - June 2011
Merrill Lynch 2007 - 2008
Skills
Alternative Investments, Retirement Planning, Series 7, Financial Advisory, Mutual Funds, Investments
Education
Hope College 2004 — 2008
B.A., Management and Accounting
Hope College
Wells Fargo Advisors, LLC 2011 - Present
Hilliard Lyons 2009 - June 2011
Merrill Lynch 2007 - 2008
Skills
Alternative Investments, Retirement Planning, Series 7, Financial Advisory, Mutual Funds, Investments
Education
Hope College 2004 — 2008
B.A., Management and Accounting
Hope College
Pat Roper Pat Roper's Hilliard Lyons Experience April 2014 - Present
Job Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons April 2014 - Present
FirstBank March 2007 - March 2014
Education
Mississippi State University 1993 — 1997
Hilliard Lyons April 2014 - Present
FirstBank March 2007 - March 2014
Education
Mississippi State University 1993 — 1997
Erica Miller Erica Miller's Hilliard Lyons Experience May 2007 - August 2008
Job Account Manager at EdgeLink
Industry Staffing and Recruiting
Experience
EdgeLink September 2014 - Present
Kforce October 2013 - August 2014
Coyote Logistics December 2012 - June 2013
Coyote Logistics October 2011 - December 2012
Coyote Logistics July 2010 - October 2011
Nestlé USA January 2010 - April 2010
Enterprise Rent-A-Car May 2009 - August 2009
Hilliard Lyons May 2007 - August 2008
Signature Associates Commercial Real Estate May 2005 - August 2006
Skills
Leadership, Sales, Management, Logistics, Account Management, Cold Calling, Marketing, Customer Service, Recruiting, 3PL, Time Management, Logistics Management, Lead Generation, Sales Management, CRM, Transportation..., Process Improvement, Sales Process, Supply Chain, Sales Operations, Business Development, Interviews, Talent Acquisition, Sourcing, New Business Development, Human Resources, Business Relationship..., Staffing Services, Temporary Staffing, Consulting, Strategic Hiring, Information Technology, Software Development
Education
Miami University 2006 — 2010
Bachelor's degree, Marketing
Lahser 2002 — 2006
EdgeLink September 2014 - Present
Kforce October 2013 - August 2014
Coyote Logistics December 2012 - June 2013
Coyote Logistics October 2011 - December 2012
Coyote Logistics July 2010 - October 2011
Nestlé USA January 2010 - April 2010
Enterprise Rent-A-Car May 2009 - August 2009
Hilliard Lyons May 2007 - August 2008
Signature Associates Commercial Real Estate May 2005 - August 2006
Skills
Leadership, Sales, Management, Logistics, Account Management, Cold Calling, Marketing, Customer Service, Recruiting, 3PL, Time Management, Logistics Management, Lead Generation, Sales Management, CRM, Transportation..., Process Improvement, Sales Process, Supply Chain, Sales Operations, Business Development, Interviews, Talent Acquisition, Sourcing, New Business Development, Human Resources, Business Relationship..., Staffing Services, Temporary Staffing, Consulting, Strategic Hiring, Information Technology, Software Development
Education
Miami University 2006 — 2010
Bachelor's degree, Marketing
Lahser 2002 — 2006
Jeff Tooley's Hilliard Lyons Experience September 1999 - Present
Job First Vice President Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons September 1999 - Present
Skills
Series 7, Investments, Wealth Management, Retirement Planning, Mutual Funds, Retirement
Education
Indiana University Bloomington 1993 — 1996
Hilliard Lyons September 1999 - Present
Skills
Series 7, Investments, Wealth Management, Retirement Planning, Mutual Funds, Retirement
Education
Indiana University Bloomington 1993 — 1996
Paul Slaughter's Hilliard Lyons Experience February 2009 - November 2012
Job Paraplanner at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2012 - Present
Hilliard Lyons February 2009 - November 2012
Skills
Hold Series 7, Series 63, Life Insurance, Series 66, Series 7, Investments, Mutual Funds, Asset Allocation, Investment Advisory, Financial Services
Education
Indiana University-Southeast
Bachelor's of Science in Business, Marketing
Ameriprise Financial Services, Inc. November 2012 - Present
Hilliard Lyons February 2009 - November 2012
Skills
Hold Series 7, Series 63, Life Insurance, Series 66, Series 7, Investments, Mutual Funds, Asset Allocation, Investment Advisory, Financial Services
Education
Indiana University-Southeast
Bachelor's of Science in Business, Marketing
R Jonathan Raymon R Jonathan Raymon's Hilliard Lyons Experience November 2012 - Present
Job JD Tax and Trust/Estate Law
Industry Law Practice
Experience
Hilliard Lyons November 2012 - Present
Kaplan Test Prep and Admissions August 2001 - Present
Internal Revenue Service January 2012 - November 2012
Professor Laura Rothstein May 2011 - November 2012
Samuel L. Greenebaum Public Service Program December 2010 - January 2011
Summit Diagnostics I, llc May 2005 - July 2010
OnSite MedTest, llc June 2001 - September 2003
Skills
Legal Research, Legal Writing, Research, Tax Law, Tax, Income Tax, Corporate Tax, Estate Planning, Estate Tax Planning, Microsoft Office, Westlaw, Lexis, Higher Education, Teaching, Public Speaking, Social Media, Special Needs Trusts, Trusts, Corporate Law, Litigation, Real Estate, Microsoft Excel, Microsoft Word, PowerPoint, Training, Trials, Editing, Legal Assistance, Legal Issues, Courts, Bankruptcy
Education
University of Louisville Brandeis School of Law 2010 — 2012
Juris Doctor, Law
University of Houston 2005 — 2007
Masters of Arts, Philosophy
Loras College 1995 — 1998
Bachelors of Arts, Philosophy and Classical Studies
Hilliard Lyons November 2012 - Present
Kaplan Test Prep and Admissions August 2001 - Present
Internal Revenue Service January 2012 - November 2012
Professor Laura Rothstein May 2011 - November 2012
Samuel L. Greenebaum Public Service Program December 2010 - January 2011
Summit Diagnostics I, llc May 2005 - July 2010
OnSite MedTest, llc June 2001 - September 2003
Skills
Legal Research, Legal Writing, Research, Tax Law, Tax, Income Tax, Corporate Tax, Estate Planning, Estate Tax Planning, Microsoft Office, Westlaw, Lexis, Higher Education, Teaching, Public Speaking, Social Media, Special Needs Trusts, Trusts, Corporate Law, Litigation, Real Estate, Microsoft Excel, Microsoft Word, PowerPoint, Training, Trials, Editing, Legal Assistance, Legal Issues, Courts, Bankruptcy
Education
University of Louisville Brandeis School of Law 2010 — 2012
Juris Doctor, Law
University of Houston 2005 — 2007
Masters of Arts, Philosophy
Loras College 1995 — 1998
Bachelors of Arts, Philosophy and Classical Studies
Grant Roberts Grant Roberts's Hilliard Lyons Experience May 2013 - Present
Job Financial Consultant | Roberts & Kohler Group
Industry Financial Services
Experience
Hilliard Lyons May 2013 - Present
BMO Harris Bank June 2009 - March 2013
Vail Resorts October 2008 - July 2009
Opportunity International August 2008 - October 2008
Camp Mondamin 2006 - 2008
Education
Northwestern University 2012 — 2013
Certified Financial Planning education requirement for CFP examination
Furman University 2000 — 2004
Business Administration, Economics, Finance, Entrepreneurship, Managerial Studies
Hilliard Lyons May 2013 - Present
BMO Harris Bank June 2009 - March 2013
Vail Resorts October 2008 - July 2009
Opportunity International August 2008 - October 2008
Camp Mondamin 2006 - 2008
Education
Northwestern University 2012 — 2013
Certified Financial Planning education requirement for CFP examination
Furman University 2000 — 2004
Business Administration, Economics, Finance, Entrepreneurship, Managerial Studies
Carla Rice Carla Rice's Hilliard Lyons Experience December 1992 - Present
Job Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons December 1992 - Present
Skills
Series 7, Investments, Mutual Funds, Wealth Management, Retirement Planning, Securities, Series 63, Customer Service, Asset Allocation, Insurance
Education
McKendree College
University of Louisville
Hilliard Lyons December 1992 - Present
Skills
Series 7, Investments, Mutual Funds, Wealth Management, Retirement Planning, Securities, Series 63, Customer Service, Asset Allocation, Insurance
Education
McKendree College
University of Louisville
Brittany Molyet's Hilliard Lyons Experience February 2007 - 2010
Job Assistant Vice President at Wintrust Financial
Industry Financial Services
Experience
Wintrust Financial Corporation April 2012 - Present
JP Morgan February 2010 - April 2012
Hilliard Lyons February 2007 - 2010
Skills
Series 7, Investments, Finance
Education
Miami University
Bachelor's degree, Marketing
Wintrust Financial Corporation April 2012 - Present
JP Morgan February 2010 - April 2012
Hilliard Lyons February 2007 - 2010
Skills
Series 7, Investments, Finance
Education
Miami University
Bachelor's degree, Marketing
Dean Watson's Hilliard Lyons Experience February 2012 - Present
Job Hilliard Lyons Financial Consultant (www.hdeanwatson.com) With over 26 yrs experience as a Financial Advisor
Industry Financial Services
Experience
Hilliard Lyons, Greenville,SC February 2012 - Present
Hilliard Lyons February 2012 - Present
Scott & Stringfellow January 2002 - February 2012
Education
Furman University 1963 — 1967
BS, Biology
Hilliard Lyons, Greenville,SC February 2012 - Present
Hilliard Lyons February 2012 - Present
Scott & Stringfellow January 2002 - February 2012
Education
Furman University 1963 — 1967
BS, Biology
Jared Luegers's Hilliard Lyons Experience May 2013 - August 2013
Job Investment Analyst at Old National Wealth Management
Industry Investment Management
Experience
Old National Bank December 2014 - Present
Hilliard Lyons May 2013 - August 2013
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor's Degree, Finance & Economic Consulting
Jasper High School 2006 — 2010
Old National Bank December 2014 - Present
Hilliard Lyons May 2013 - August 2013
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor's Degree, Finance & Economic Consulting
Jasper High School 2006 — 2010
Scott Philip Robertson Scott Philip Robertson's Hilliard Lyons Experience May 2007 - August 2007
Job Financial Services Consultant at Ernst & Young
Industry Financial Services
Experience
EY February 2013 - Present
Ernst & Young October 2011 - February 2013
BBVA March 2011 - September 2011
Universidad de Navarra August 2009 - December 2010
Robertson Insurance & Financial May 2008 - August 2009
Hilliard Lyons May 2007 - August 2007
Skills
Financial Services, Bilingual, Insurance, International Business..., Spanish, English, Series 7, Series 63, Sales, Process Consulting, Banking, Risk Management, Dodd-Frank, Living Will, RRP, Financial Analysis, Finance, Analysis, Accounting, Mutual Funds, Management Consulting
Education
Universidad de Navarra 2009 — 2010
Master's in Economics and Finance, Economics
Indiana University - Kelley School of Business 2004 — 2008
Business, Finance, Spanish
EY February 2013 - Present
Ernst & Young October 2011 - February 2013
BBVA March 2011 - September 2011
Universidad de Navarra August 2009 - December 2010
Robertson Insurance & Financial May 2008 - August 2009
Hilliard Lyons May 2007 - August 2007
Skills
Financial Services, Bilingual, Insurance, International Business..., Spanish, English, Series 7, Series 63, Sales, Process Consulting, Banking, Risk Management, Dodd-Frank, Living Will, RRP, Financial Analysis, Finance, Analysis, Accounting, Mutual Funds, Management Consulting
Education
Universidad de Navarra 2009 — 2010
Master's in Economics and Finance, Economics
Indiana University - Kelley School of Business 2004 — 2008
Business, Finance, Spanish
David Weller's Hilliard Lyons Experience June 2005 - August 2005
Job Associate at Sidley Austin LLP
Industry Legal Services
Experience
Sidley Austin LLP Volunteer Law ClerkCity of ChicagoJune 2011 - August 2011
Deloitte Consulting July 2009 - June 2010
Deloitte Consulting July 2007 - July 2009
Goldman Sachs June 2006 - August 2006
Hilliard Lyons June 2005 - August 2005
Skills
Financial Modeling, Corporate Finance, Due Diligence, Financial Analysis, Business Analysis, Visio, Management Consulting, Asset Management
Education
Harvard Law School 2010 — 2013
J.D.
Indiana University Bloomington 2003 — 2007
Bachelor of Science in Business, Finance
Indiana University Bloomington 2003 — 2007
Bachelor of Arts, Economics
Sidley Austin LLP Volunteer Law ClerkCity of ChicagoJune 2011 - August 2011
Deloitte Consulting July 2009 - June 2010
Deloitte Consulting July 2007 - July 2009
Goldman Sachs June 2006 - August 2006
Hilliard Lyons June 2005 - August 2005
Skills
Financial Modeling, Corporate Finance, Due Diligence, Financial Analysis, Business Analysis, Visio, Management Consulting, Asset Management
Education
Harvard Law School 2010 — 2013
J.D.
Indiana University Bloomington 2003 — 2007
Bachelor of Science in Business, Finance
Indiana University Bloomington 2003 — 2007
Bachelor of Arts, Economics
Robert Fitch's Hilliard Lyons Experience 1985 - 1987
Job Chairman/CEO Southern Region at Independence Bank
Industry Banking
Experience
Independence Bank January 2004 - Present
South Central Bank, Bowling Green, KY January 1989 - January 2004
Morgan Keegan 1987 - 1989
Hilliard Lyons 1985 - 1987
Bowling Green Bank and Trust Company 1971 - 1981
First National Bank of Atlanta October 1966 - April 1971
Skills
Strategic Planning, Public Speaking, New Business Development, Loans, Budgets, Team Building, Sales Management, Investments, Banking, Insurance, Marketing Strategy
Education
Harvard University
Certificate, Consumer Merchandising/Retailing Management
LSU Graduate School of Banking 1992 — 1994
Masters, Banking
University of Florida Trust School 1975 — 1977
Graduate, Trust
Western Kentucky University 1962 — 1964
Bachelor of Business Administration (BBA), Business/Managerial Economics
McCallie School 1956 — 1960
Certificate
Independence Bank January 2004 - Present
South Central Bank, Bowling Green, KY January 1989 - January 2004
Morgan Keegan 1987 - 1989
Hilliard Lyons 1985 - 1987
Bowling Green Bank and Trust Company 1971 - 1981
First National Bank of Atlanta October 1966 - April 1971
Skills
Strategic Planning, Public Speaking, New Business Development, Loans, Budgets, Team Building, Sales Management, Investments, Banking, Insurance, Marketing Strategy
Education
Harvard University
Certificate, Consumer Merchandising/Retailing Management
LSU Graduate School of Banking 1992 — 1994
Masters, Banking
University of Florida Trust School 1975 — 1977
Graduate, Trust
Western Kentucky University 1962 — 1964
Bachelor of Business Administration (BBA), Business/Managerial Economics
McCallie School 1956 — 1960
Certificate
Gaye Pike Gaye Pike's Hilliard Lyons Experience November 2001 - December 2004
Job CERTIFIED FINANCIAL PLANNER
Industry Financial Services
Experience
Caledonian Financial January 2008 - Present
Caldwell Group December 2004 - January 2008
Hilliard Lyons November 2001 - December 2004
UBS August 2000 - November 2001
JC Bradford & Co. January 1995 - August 2000
Quality Industries 1991 - 1995
Skills
Retirement Planning, Series 7, Series 63, Investments, Accounting, Sales, Microsoft Office, Strategic Financial..., Retirement, Finance, Insurance, Series 65, Mortgage Lending, Asset Management, Negotiation, Financial Analysis, Portfolio Management, Team Building, Life Insurance, Microsoft Excel, Mutual Funds, Estate Planning, Securities, Customer Service, Uniform Combined State..., Banking
Education
Lipscomb University 1986 — 1990
BS, Accounting
Caledonian Financial January 2008 - Present
Caldwell Group December 2004 - January 2008
Hilliard Lyons November 2001 - December 2004
UBS August 2000 - November 2001
JC Bradford & Co. January 1995 - August 2000
Quality Industries 1991 - 1995
Skills
Retirement Planning, Series 7, Series 63, Investments, Accounting, Sales, Microsoft Office, Strategic Financial..., Retirement, Finance, Insurance, Series 65, Mortgage Lending, Asset Management, Negotiation, Financial Analysis, Portfolio Management, Team Building, Life Insurance, Microsoft Excel, Mutual Funds, Estate Planning, Securities, Customer Service, Uniform Combined State..., Banking
Education
Lipscomb University 1986 — 1990
BS, Accounting
Alan Rushing Alan Rushing's Hilliard Lyons Experience June 2001 - May 2006
Job Store Manager at Rural King Supply
Industry Human Resources
Experience
Rural King Supply July 2009 - Present
Walmart October 2007 - July 2009
Hilliard Lyons June 2001 - May 2006
Sears, Roebuck and Co. April 1971 - May 2001
Skills
Customer Service, Training, Team Building, Performance Management, Time Management, Retail, Microsoft Word, Microsoft Excel, Hiring, Recruiting, Marketing
Education
John A Logan College
Marion High School
Rural King Supply July 2009 - Present
Walmart October 2007 - July 2009
Hilliard Lyons June 2001 - May 2006
Sears, Roebuck and Co. April 1971 - May 2001
Skills
Customer Service, Training, Team Building, Performance Management, Time Management, Retail, Microsoft Word, Microsoft Excel, Hiring, Recruiting, Marketing
Education
John A Logan College
Marion High School
Mindy Branstetter's Hilliard Lyons Experience 1989 - 1994
Job Vice President at Hippo Direct
Industry Marketing and Advertising
Experience
Hippo Direct August 1994 - Present
Hilliard Lyons 1989 - 1994
Skills
Email Marketing, Direct Marketing, Database Marketing, Customer Acquisition, Integrated Marketing, Multi-channel Marketing, Direct Mail, Lead Generation, B2B Marketing, Interactive Marketing, Segmentation, Campaign Management, Media Buying, Mobile Marketing, PPC, Digital Marketing, Media Planning, Relationship Marketing, SEM
Education
Indiana University-Southeast
BS-Bus, Marketing
Hippo Direct August 1994 - Present
Hilliard Lyons 1989 - 1994
Skills
Email Marketing, Direct Marketing, Database Marketing, Customer Acquisition, Integrated Marketing, Multi-channel Marketing, Direct Mail, Lead Generation, B2B Marketing, Interactive Marketing, Segmentation, Campaign Management, Media Buying, Mobile Marketing, PPC, Digital Marketing, Media Planning, Relationship Marketing, SEM
Education
Indiana University-Southeast
BS-Bus, Marketing
Nicholas Conte's Hilliard Lyons Experience August 2014 - Present
Job Municipal Trading & Underwriting at Hilliard Lyons
Industry Investment Management
Experience
Hilliard Lyons August 2014 - Present
Hilliard Lyons June 2013 - June 2014
Main Beach Drivers July 2012 - August 2012
Sen Sag Harbor June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Economics, Research, Teamwork, Customer Service, English, Social Media, Public Speaking, Data Analysis, Financial Analysis, Financial Modeling, Finance, Access, Investments
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Arts (B.A.), Economics
CEA Global Education Program 2013 — 2013
Hilliard Lyons August 2014 - Present
Hilliard Lyons June 2013 - June 2014
Main Beach Drivers July 2012 - August 2012
Sen Sag Harbor June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Economics, Research, Teamwork, Customer Service, English, Social Media, Public Speaking, Data Analysis, Financial Analysis, Financial Modeling, Finance, Access, Investments
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Arts (B.A.), Economics
CEA Global Education Program 2013 — 2013
Nicole Ary Boren's Hilliard Lyons Experience 2013 - Present
Job Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons 2013 - Present
Propel Marketing Group, LLC January 2009 - February 2013
WRASER PHARMACEUTICALS February 2010 - December 2010
Michigan Business Review March 2007 - December 2008
Education
Indiana University - Kelley School of Business 2000 — 2004
Bachelor of Science, Business; Marketing
Reitz
Hilliard Lyons 2013 - Present
Propel Marketing Group, LLC January 2009 - February 2013
WRASER PHARMACEUTICALS February 2010 - December 2010
Michigan Business Review March 2007 - December 2008
Education
Indiana University - Kelley School of Business 2000 — 2004
Bachelor of Science, Business; Marketing
Reitz
Rachel Winchell's Hilliard Lyons Experience July 2013 - July 2015
Job Attended Indiana University Bloomington
Industry Financial Services
Experience
IUPUI July 2015 - Present
Hilliard Lyons July 2013 - July 2015
Wendys International June 2012 - July 2013
Indiana University Office of Admissions September 2009 - May 2012
Cedar Point Amusement Park May 2010 - August 2010
Skills
ServSafe, Cash Handling Experience, Time Management, Data Entry, Phone Etiquette, Inventory Management, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Food & Beverage, Process Scheduler, Facebook, Public Speaking, Social Media, Teamwork
Education
Indiana University Bloomington 2009 — 2012
Bachelor of Arts (B.A.), Psychology and Neuroscience
Calumet High school 2005 — 2009
General Education, General Studies
IUPUI July 2015 - Present
Hilliard Lyons July 2013 - July 2015
Wendys International June 2012 - July 2013
Indiana University Office of Admissions September 2009 - May 2012
Cedar Point Amusement Park May 2010 - August 2010
Skills
ServSafe, Cash Handling Experience, Time Management, Data Entry, Phone Etiquette, Inventory Management, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Food & Beverage, Process Scheduler, Facebook, Public Speaking, Social Media, Teamwork
Education
Indiana University Bloomington 2009 — 2012
Bachelor of Arts (B.A.), Psychology and Neuroscience
Calumet High school 2005 — 2009
General Education, General Studies
Chandra Matthews's Hilliard Lyons Experience June 2000 - October 2005
Job Programmer Analyst at Indiana University Southeast
Industry Information Technology and Services
Experience
Southern Indiana YMCA November 2009 - Present
Indiana University Southeast October 2005 - Present
Hilliard Lyons June 2000 - October 2005
J.J.B. Hilliard, W. L. Lyons, LLC. June 2000 - October 2005
Education
Indiana University Bloomington 1995 — 2000
B.S., Business with a concentration in Computer Information Systems
Southern Indiana YMCA November 2009 - Present
Indiana University Southeast October 2005 - Present
Hilliard Lyons June 2000 - October 2005
J.J.B. Hilliard, W. L. Lyons, LLC. June 2000 - October 2005
Education
Indiana University Bloomington 1995 — 2000
B.S., Business with a concentration in Computer Information Systems
Jessica Clayton's Hilliard Lyons Experience October 2000 - June 2007
Job Analyst
Industry E-Learning
Experience
Federal Reserve Bank of St. Louis January 2014 - Present
Southeast Missouri State University February 2011 - January 2014
ResCare, Inc June 2007 - June 2010
Hilliard Lyons October 2000 - June 2007
Schneider DeMuth Advertising June 1998 - March 2000
Skills
Staff Development, Project Management, Entrepreneurship, Management, Learning Management..., E-Learning, Adult Education, Organizational..., Leadership Development, Coaching, Public Speaking, Instructional Design, Strategy, Community Outreach, Editing, Leadership, Curriculum Development, Training, Research, Talent Management, Human Resources, Blended Learning, CRM, Social Media
Education
Indiana Wesleyan University 2006 — 2008
B.S, Business Management
Indiana University-Southeast 1994 — 2000
Communications
Federal Reserve Bank of St. Louis January 2014 - Present
Southeast Missouri State University February 2011 - January 2014
ResCare, Inc June 2007 - June 2010
Hilliard Lyons October 2000 - June 2007
Schneider DeMuth Advertising June 1998 - March 2000
Skills
Staff Development, Project Management, Entrepreneurship, Management, Learning Management..., E-Learning, Adult Education, Organizational..., Leadership Development, Coaching, Public Speaking, Instructional Design, Strategy, Community Outreach, Editing, Leadership, Curriculum Development, Training, Research, Talent Management, Human Resources, Blended Learning, CRM, Social Media
Education
Indiana Wesleyan University 2006 — 2008
B.S, Business Management
Indiana University-Southeast 1994 — 2000
Communications
BJ Voll BJ Voll's Hilliard Lyons Experience May 2014 - Present
Job Vice President/Trust & Estate Specialist Hilliard Lyons Trust Company
Industry Financial Services
Experience
Hilliard Lyons May 2014 - Present
Skills
Fundraising, Nonprofits, Grant Writing, Event Planning, Leadership Development, Volunteer Management, Board Development, Public Speaking, Customer Service, Leadership, Program Development, Planned Giving, Community Outreach, Team Building, Stewardship, Philanthropy, Annual Giving, Event Management, Public Relations, Budgets, Board Relations, Editing, Newsletters, Proposal Writing, Social Media, Staff Development
Education
Roosevelt University 1980 — 1980
Certificate, Paralegal Studies
Indiana State University 1973 — 1979
Bachelor of Science (BS), Speech-Language Pathology/Pathologist
Hilliard Lyons May 2014 - Present
Skills
Fundraising, Nonprofits, Grant Writing, Event Planning, Leadership Development, Volunteer Management, Board Development, Public Speaking, Customer Service, Leadership, Program Development, Planned Giving, Community Outreach, Team Building, Stewardship, Philanthropy, Annual Giving, Event Management, Public Relations, Budgets, Board Relations, Editing, Newsletters, Proposal Writing, Social Media, Staff Development
Education
Roosevelt University 1980 — 1980
Certificate, Paralegal Studies
Indiana State University 1973 — 1979
Bachelor of Science (BS), Speech-Language Pathology/Pathologist
Bill Paarlberg Bill Paarlberg's Hilliard Lyons Experience June 2010 - Present
Job Financial Consultant at Hilliard Lyons
Industry Investment Management
Experience
Hilliard Lyons June 2010 - Present
Macatawa Bank March 2005 - December 2010
Fifth Third Bank May 1999 - February 2005
National City Bank 1995 - 1999
Old Kent Bank 1990 - 1995
Education
Hope College 1984 — 1988
BA - Econ & Business Administration, Finance
Western Michigan University - Haworth College of Business 1990 — 1996
MBA, Finance
Hilliard Lyons June 2010 - Present
Macatawa Bank March 2005 - December 2010
Fifth Third Bank May 1999 - February 2005
National City Bank 1995 - 1999
Old Kent Bank 1990 - 1995
Education
Hope College 1984 — 1988
BA - Econ & Business Administration, Finance
Western Michigan University - Haworth College of Business 1990 — 1996
MBA, Finance
Steven Anderson, CFP® Steven Anderson, CFP®'s Hilliard Lyons Experience November 1997 - Present
Job Senior Vice President/Branch Manager at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons November 1997 - Present
Saginaw USBC Bowling Association August 1990 - Present
First of Michigan January 1984 - November 1997
RBF Inc 1981 - 1983
Highland Appliance 1973 - 1981
Education
Michigan State University 1972 — 1976
BBA, Management/Marketing
Lansing Community College
Lansing Eastern High School
Hilliard Lyons November 1997 - Present
Saginaw USBC Bowling Association August 1990 - Present
First of Michigan January 1984 - November 1997
RBF Inc 1981 - 1983
Highland Appliance 1973 - 1981
Education
Michigan State University 1972 — 1976
BBA, Management/Marketing
Lansing Community College
Lansing Eastern High School
Darlys S. Harmon-Vaught's Hilliard Lyons Experience September 1987 - March 2000
Job Divorce Financial Strategist, Mediator, and Forensic Examiner
Industry Financial Services
Experience
Financial Solutions for Divorce, LLC April 2007 - Present
Smith Barney April 2000 - March 2007
Hilliard Lyons September 1987 - March 2000
Skills
Divorce Financial..., Certified Fraud Examiner, Forensic Financial..., White Collar Crime..., Matrimonial Litigation..., Estate and Trust..., Financial Analysis, Divorce, Retirement Planning, Litigation, Mediation, Estate Law, Analysis, Alternative Dispute..., Dispute Resolution, Expert Witness, Forensic Accounting, Fraud, High Net Worth..., 401k, Appeals, Asset Allocation, Asset Protection, Attorneys, Bankruptcy, Certified Financial..., Courts, Criminal Defense, Criminal Law, Estate Administration, Estate Planning, Estate Tax Planning, Family Law, Family Therapy, Finance, Financial Advisory, Financial Goals, Financial Planners, Financial Services, Fixed Annuities, IRAs, Insurance, Investment Advisory, Investment Strategies, Investments, LLC, Litigation Support, Long-term Care, Mutual Funds, Personal Finance
Education
University of Louisville 1980 — 1986
Doctor of Education (Ed.D.)
University of Louisville 1976 — 1978
Specialist of Education (S.Ed.)
University of Kentucky 1974 — 1975
Master of Education (M.Ed.)
Georgetown College 1970 — 1974
Bachelor of Science (B.S.), Education
Financial Solutions for Divorce, LLC April 2007 - Present
Smith Barney April 2000 - March 2007
Hilliard Lyons September 1987 - March 2000
Skills
Divorce Financial..., Certified Fraud Examiner, Forensic Financial..., White Collar Crime..., Matrimonial Litigation..., Estate and Trust..., Financial Analysis, Divorce, Retirement Planning, Litigation, Mediation, Estate Law, Analysis, Alternative Dispute..., Dispute Resolution, Expert Witness, Forensic Accounting, Fraud, High Net Worth..., 401k, Appeals, Asset Allocation, Asset Protection, Attorneys, Bankruptcy, Certified Financial..., Courts, Criminal Defense, Criminal Law, Estate Administration, Estate Planning, Estate Tax Planning, Family Law, Family Therapy, Finance, Financial Advisory, Financial Goals, Financial Planners, Financial Services, Fixed Annuities, IRAs, Insurance, Investment Advisory, Investment Strategies, Investments, LLC, Litigation Support, Long-term Care, Mutual Funds, Personal Finance
Education
University of Louisville 1980 — 1986
Doctor of Education (Ed.D.)
University of Louisville 1976 — 1978
Specialist of Education (S.Ed.)
University of Kentucky 1974 — 1975
Master of Education (M.Ed.)
Georgetown College 1970 — 1974
Bachelor of Science (B.S.), Education
Anthony LaRosa's Hilliard Lyons Experience July 2005 - Present
Job Senior Vice President at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons July 2005 - Present
AG Edwards 2000 - 2005
Merrill Lynch 1998 - 2000
La Rosa & Co., LLC 1987 - 1997
Education
Indiana University Bloomington 1987 — 1990
Master of Business Administration (MBA)
Indiana University Robert H. McKinney School of Law 1987 — 1990
Doctor of Law (JD)
Indiana University Bloomington 1982 — 1986
Bachelor's degree, Accounting
Hilliard Lyons July 2005 - Present
AG Edwards 2000 - 2005
Merrill Lynch 1998 - 2000
La Rosa & Co., LLC 1987 - 1997
Education
Indiana University Bloomington 1987 — 1990
Master of Business Administration (MBA)
Indiana University Robert H. McKinney School of Law 1987 — 1990
Doctor of Law (JD)
Indiana University Bloomington 1982 — 1986
Bachelor's degree, Accounting
Shelly Rynas Mace's Hilliard Lyons Experience May 2003 - March 2005
Job Loft Owner/ Hairstylist
Industry Consumer Services
Experience
Salon Lofts January 2013 - Present
Edward Jones November 2007 - Present
Flirt Salon and Spa June 2009 - January 2013
Charles Schwab March 2006 - August 2007
Charles Schwab 2005 - 2007
Honors Beauty College 2005 - 2007
Edward Jones May 2005 - March 2006
Hilliard Lyons May 2003 - March 2005
Education
Indiana Wesleyan University 1999 — 2003
Bachelors of Science, Finance
Salon Lofts January 2013 - Present
Edward Jones November 2007 - Present
Flirt Salon and Spa June 2009 - January 2013
Charles Schwab March 2006 - August 2007
Charles Schwab 2005 - 2007
Honors Beauty College 2005 - 2007
Edward Jones May 2005 - March 2006
Hilliard Lyons May 2003 - March 2005
Education
Indiana Wesleyan University 1999 — 2003
Bachelors of Science, Finance
George Moorin's Hilliard Lyons Experience January 2010 - Present
Job Sr. VPDirector Equity and Options Trading Depts. at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons January 2010 - Present
Hilliard Lyons December 1982 - October 2008
Skills
Trading, Equities, Securities, Options, Series 7, Series 63, Investment Advisory, Wealth Management, Investments, FINRA, Bloomberg, Asset Management, Capital Markets, Investment Strategies, Equity Trading, Series 24, ETFs, Derivatives, Strategic Financial..., Financial Services
Education
Indiana University Bloomington 1978 — 1982
B.S. Finance, Finance and Investments
Ballard High School 1972 — 1978
Hilliard Lyons January 2010 - Present
Hilliard Lyons December 1982 - October 2008
Skills
Trading, Equities, Securities, Options, Series 7, Series 63, Investment Advisory, Wealth Management, Investments, FINRA, Bloomberg, Asset Management, Capital Markets, Investment Strategies, Equity Trading, Series 24, ETFs, Derivatives, Strategic Financial..., Financial Services
Education
Indiana University Bloomington 1978 — 1982
B.S. Finance, Finance and Investments
Ballard High School 1972 — 1978
Laura Ewles's Hilliard Lyons Experience April 1999 - December 2001
Job Billing Coordinator
Industry Recreational Facilities and Services
Experience
Recreonics, INC, July 2012 - Present
Taylor Morrison March 2006 - July 2011
LandMark Bank February 2003 - January 2006
Hilliard Lyons April 1999 - December 2001
Skills
Strategic Planning, Construction, Contract Management, Construction Management, Budgets, Contract Negotiation, Residential Homes, Contractors, Real Estate, Process Scheduler, Pre-construction, Project Estimation, Real Estate Development, Financial Reporting, Change Orders, Negotiation, Microsoft Office, Microsoft Excel, Microsoft Word, Scanners, Typing, Fax, Billing Process, Retail Banking, Mortgage Banking, Branch Banking, IRAs, HUD Preparation
Education
Indiana University-Southeast 1987 — 1992
Associate's degree, Business Administration and Management, General
Recreonics, INC, July 2012 - Present
Taylor Morrison March 2006 - July 2011
LandMark Bank February 2003 - January 2006
Hilliard Lyons April 1999 - December 2001
Skills
Strategic Planning, Construction, Contract Management, Construction Management, Budgets, Contract Negotiation, Residential Homes, Contractors, Real Estate, Process Scheduler, Pre-construction, Project Estimation, Real Estate Development, Financial Reporting, Change Orders, Negotiation, Microsoft Office, Microsoft Excel, Microsoft Word, Scanners, Typing, Fax, Billing Process, Retail Banking, Mortgage Banking, Branch Banking, IRAs, HUD Preparation
Education
Indiana University-Southeast 1987 — 1992
Associate's degree, Business Administration and Management, General
Tim Risen's Hilliard Lyons Experience March 2012 - May 2015
Job Commercial Loan Officer at The Peoples State Bank
Industry Financial Services
Experience
The People's State Bank June 2015 - Present
Hilliard Lyons March 2012 - May 2015
United Commerce Bank May 2002 - February 2012
BKD CPAs & Advisors December 1998 - April 2002
Education
Indiana State University - School of Business 1996 — 1998
Bachelor's degree, Accounting
The People's State Bank June 2015 - Present
Hilliard Lyons March 2012 - May 2015
United Commerce Bank May 2002 - February 2012
BKD CPAs & Advisors December 1998 - April 2002
Education
Indiana State University - School of Business 1996 — 1998
Bachelor's degree, Accounting
William Washburn, CFP®, WMS's Hilliard Lyons Experience March 1995 - August 2003
Job Financial Advisor at Raymond James Financial Services Inc.
Industry Financial Services
Experience
Washburn Wealth Advisors, An Independent Firm August 2003 - Present
Raymond James Financial Services Inc. August 2003 - Present
Hilliard Lyons March 1995 - August 2003
Morton Buildings, Inc. September 1993 - March 1995
Federated Insurance June 1992 - September 1993
US Army October 1985 - October 1987
Skills
High Net Worth..., Financial Planning, 401k Rollovers, Estate Planning, Wealth Management, Retirement Planning, Roth IRA, Retirement Income..., Wealth Preservation..., Retirement Plan..., Trust Services, Long Term Care, Wealth Preservation, Wealth Transfer, Wealth Accumulation, Mutual Funds, Retirement, 529 Plans, Investments, College Savings Plans, Retirement Savings, Financial Advisory, Entrepreneurship, Saving for Education, Investment Strategies, Pensions, Fixed Annuities, Series 7, Annuities, Investment Advisory, Charitable Giving, Asset Allocation, IRA's, Insurance Planning, 401k, Wealth, Financial Advice, Protection..., Income Protection, Asset Management, Securities, Portfolio Management, Series 63, Insurance, Stocks, Retirement Solutions, Alternative Investments, Annuity, Charitable Giving..., Savings
Education
Indiana University - Kelley School of Business 1988 — 1992
Bachelor of Science (B.S.), Marketing, Finance & Entrepreneurship
Boonville High School 1981 — 1985
High School Diploma, College Track Courses
Washburn Wealth Advisors, An Independent Firm August 2003 - Present
Raymond James Financial Services Inc. August 2003 - Present
Hilliard Lyons March 1995 - August 2003
Morton Buildings, Inc. September 1993 - March 1995
Federated Insurance June 1992 - September 1993
US Army October 1985 - October 1987
Skills
High Net Worth..., Financial Planning, 401k Rollovers, Estate Planning, Wealth Management, Retirement Planning, Roth IRA, Retirement Income..., Wealth Preservation..., Retirement Plan..., Trust Services, Long Term Care, Wealth Preservation, Wealth Transfer, Wealth Accumulation, Mutual Funds, Retirement, 529 Plans, Investments, College Savings Plans, Retirement Savings, Financial Advisory, Entrepreneurship, Saving for Education, Investment Strategies, Pensions, Fixed Annuities, Series 7, Annuities, Investment Advisory, Charitable Giving, Asset Allocation, IRA's, Insurance Planning, 401k, Wealth, Financial Advice, Protection..., Income Protection, Asset Management, Securities, Portfolio Management, Series 63, Insurance, Stocks, Retirement Solutions, Alternative Investments, Annuity, Charitable Giving..., Savings
Education
Indiana University - Kelley School of Business 1988 — 1992
Bachelor of Science (B.S.), Marketing, Finance & Entrepreneurship
Boonville High School 1981 — 1985
High School Diploma, College Track Courses
Kirk Herrmann Kirk Herrmann's Hilliard Lyons Experience September 2010 - August 2011
Job Finance Manager at Humana
Industry Insurance
Experience
Humana August 2015 - Present
Humana September 2014 - August 2015
Humana January 2013 - September 2014
Humana August 2011 - January 2013
Hilliard Lyons September 2010 - August 2011
Skills
Finance, Data Analysis, SAS, Financial Modeling, Mergers & Acquisitions, Valuation, Microsoft Excel, Investment Banking, Business Analysis, Corporate Finance, Insurance, Health Insurance, Financial Analysis, Analytics, Microsoft Office, Management, Leadership, Analysis, Process Improvement
Education
University of Louisville 2010 — 2011
Master of Business Administration (M.B.A.), Finance, General
Hanover College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Indiana University - Kelley School of Business
Certificate, Business Analytics
Humana August 2015 - Present
Humana September 2014 - August 2015
Humana January 2013 - September 2014
Humana August 2011 - January 2013
Hilliard Lyons September 2010 - August 2011
Skills
Finance, Data Analysis, SAS, Financial Modeling, Mergers & Acquisitions, Valuation, Microsoft Excel, Investment Banking, Business Analysis, Corporate Finance, Insurance, Health Insurance, Financial Analysis, Analytics, Microsoft Office, Management, Leadership, Analysis, Process Improvement
Education
University of Louisville 2010 — 2011
Master of Business Administration (M.B.A.), Finance, General
Hanover College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Indiana University - Kelley School of Business
Certificate, Business Analytics
Leslie Byers's Hilliard Lyons Experience 2000 - July 2012
Job System Security Administrator II at Hilliard Lyons
Industry Financial Services
Experience
Signature Healthcare, PLLC July 2015 - Present
Hilliard Lyons 2000 - July 2012
Education
Indiana University-Purdue University at Indianapolis
Signature Healthcare, PLLC July 2015 - Present
Hilliard Lyons 2000 - July 2012
Education
Indiana University-Purdue University at Indianapolis
Tim Keeton, CRCMP™'s Hilliard Lyons Experience 1997 - 2001
Job Senior Investors and Advisors Compliance Expert
Industry Financial Services
Experience
LPL Financial March 2014 - Present
LPL Financial October 2010 - March 2014
Compliance Risk Managers November 2009 - June 2011
Zintro.com October 2009 - November 2010
Wachovia, A Wells Fargo Company March 2001 - August 2009
Hilliard Lyons 1997 - 2001
Capital Holding Corporation 1993 - 1997
Personalized Insurance & Financial Services 1989 - 1993
Skills
Compliance, Risk Management, Capital Markets, Investment Advisory, Suitability Analysis, Diminished Capacity..., Enterprise Risk..., KYC, Equities, Derivatives, Fixed Income, FINRA, Banking, Securities, Investment Banking, Governance, Alternative Investments, Trading, ERISA, Insurance, Due Diligence, Financial Planning, Options, Process Improvement, Series 6, Series 7, Series 24, Series 63, Series 65, Executive Management, Financial Services, Financial Advisory, AML, Wealth Management, Uniform Combined State..., Portfolio Management, Anti Money Laundering
Education
Indiana State University
Music Education
Indiana University
Liberal Arts and Sciences (Concentrations: Literature, Creative Writing, Political Science & Music)
LPL Financial March 2014 - Present
LPL Financial October 2010 - March 2014
Compliance Risk Managers November 2009 - June 2011
Zintro.com October 2009 - November 2010
Wachovia, A Wells Fargo Company March 2001 - August 2009
Hilliard Lyons 1997 - 2001
Capital Holding Corporation 1993 - 1997
Personalized Insurance & Financial Services 1989 - 1993
Skills
Compliance, Risk Management, Capital Markets, Investment Advisory, Suitability Analysis, Diminished Capacity..., Enterprise Risk..., KYC, Equities, Derivatives, Fixed Income, FINRA, Banking, Securities, Investment Banking, Governance, Alternative Investments, Trading, ERISA, Insurance, Due Diligence, Financial Planning, Options, Process Improvement, Series 6, Series 7, Series 24, Series 63, Series 65, Executive Management, Financial Services, Financial Advisory, AML, Wealth Management, Uniform Combined State..., Portfolio Management, Anti Money Laundering
Education
Indiana State University
Music Education
Indiana University
Liberal Arts and Sciences (Concentrations: Literature, Creative Writing, Political Science & Music)
Shannon Bender's Hilliard Lyons Experience May 2010 - April 2012
Job Office Manager at Bender Construction Company
Industry Marketing and Advertising
Experience
Bender Construction Company May 2012 - Present
Bender Construction Company September 2009 - May 2012
Hilliard Lyons May 2010 - April 2012
Crown Plaza June 2005 - June 2010
IU Southeast Department of Media Services May 2009 - May 2010
Deere Farms March 2009 - June 2009
Skills
Social Media Marketing, Microsoft Office, Strategic Planning, Marketing, Customer Service, Social Media
Education
Indiana University-Southeast 2008 — 2010
Bachelor of Arts Degree, Advertising
Bender Construction Company May 2012 - Present
Bender Construction Company September 2009 - May 2012
Hilliard Lyons May 2010 - April 2012
Crown Plaza June 2005 - June 2010
IU Southeast Department of Media Services May 2009 - May 2010
Deere Farms March 2009 - June 2009
Skills
Social Media Marketing, Microsoft Office, Strategic Planning, Marketing, Customer Service, Social Media
Education
Indiana University-Southeast 2008 — 2010
Bachelor of Arts Degree, Advertising
David Hamrick David Hamrick's Hilliard Lyons Experience January 2000 - June 2004
Job Publisher at Gaston Alive! magazine
Industry Publishing
Experience
Gaston Alive! magazine July 2002 - Present
The American Red Cross November 2013 - March 2015
Harrisdirect (formerly DLJdirect, CSFBdirect) July 2004 - December 2013
Hilliard Lyons January 2000 - June 2004
Skills
Public Speaking, Social Media, Social Media Marketing, Team Building, Marketing, Marketing Strategy, New Business Development, Customer Service, Email Marketing, Social Networking, Public Relations, Strategic Planning, Small Business, Marketing Communications, Advertising, Fundraising
Education
Gardner-Webb University 1978 — 1982
BA, Religion/Religious Studies
Gardner-Webb University
Bachelor of Arts (B.A.), Religion/Religious Studies
Gaston Alive! magazine July 2002 - Present
The American Red Cross November 2013 - March 2015
Harrisdirect (formerly DLJdirect, CSFBdirect) July 2004 - December 2013
Hilliard Lyons January 2000 - June 2004
Skills
Public Speaking, Social Media, Social Media Marketing, Team Building, Marketing, Marketing Strategy, New Business Development, Customer Service, Email Marketing, Social Networking, Public Relations, Strategic Planning, Small Business, Marketing Communications, Advertising, Fundraising
Education
Gardner-Webb University 1978 — 1982
BA, Religion/Religious Studies
Gardner-Webb University
Bachelor of Arts (B.A.), Religion/Religious Studies
Casey Bond's Hilliard Lyons Experience June 1999 - December 1999
Job Solution Consultant, Project Manager, CRM Solutions Architect, Technical Support (ERP Software), and Technology Trainer.
Industry Computer Software
Experience
SystemLink Global February 2001 - Present
J.J.B. Hilliard, W.L. Lyons, Inc. June 2000 - September 2000
Hilliard Lyons June 1999 - December 1999
Skills
Business Analysis, Sage CRM, Microsoft CRM, Crystal Reports, Microsoft SQL Server, SQL Server, NetSuite, Accpac, Enterprise Software, HTML, Microsoft Office, Photoshop CS6, Microsoft Dynamics CRM..., Sage 300 2012 (formerly..., HTML scripting
Education
Indiana University Bloomington 1997 — 2000
Bachelor of Science Degree in Public Affairs, Public Financial Management and Business Minor (Kelley School of Business)
SystemLink Global February 2001 - Present
J.J.B. Hilliard, W.L. Lyons, Inc. June 2000 - September 2000
Hilliard Lyons June 1999 - December 1999
Skills
Business Analysis, Sage CRM, Microsoft CRM, Crystal Reports, Microsoft SQL Server, SQL Server, NetSuite, Accpac, Enterprise Software, HTML, Microsoft Office, Photoshop CS6, Microsoft Dynamics CRM..., Sage 300 2012 (formerly..., HTML scripting
Education
Indiana University Bloomington 1997 — 2000
Bachelor of Science Degree in Public Affairs, Public Financial Management and Business Minor (Kelley School of Business)
Bindu Rastogi Bindu Rastogi's Hilliard Lyons Experience 1999 - 2008
Job Vice President, Trust Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management May 2012 - Present
FIRST KENTUCKY TRUST COMPANY January 2009 - April 2012
HILLIARD LYONS TRUST COMPANY, LLC January 1999 - January 2008
Hilliard Lyons 1999 - 2008
Bank One 1996 - 1999
Bank One January 1995 - January 1996
Huntington National Bank January 1994 - January 1995
Skills
Trusts, Wealth Management..., Tax, Estate Administration, Wealth, Investment Strategies, Investment Management, Teamwork, High Net Worth...
Education
Xavier University 2009 — 2011
Masters, Business Administration, Finance
Cannon Trust School 1999 — 2001
CTFA, trust, financial advisor
Institute of Certified Bankers 1998 — 2001
Bachelor of Commerce
Jai Hind College 1984 — 1988
BCom, Finance
PNC Wealth Management May 2012 - Present
FIRST KENTUCKY TRUST COMPANY January 2009 - April 2012
HILLIARD LYONS TRUST COMPANY, LLC January 1999 - January 2008
Hilliard Lyons 1999 - 2008
Bank One 1996 - 1999
Bank One January 1995 - January 1996
Huntington National Bank January 1994 - January 1995
Skills
Trusts, Wealth Management..., Tax, Estate Administration, Wealth, Investment Strategies, Investment Management, Teamwork, High Net Worth...
Education
Xavier University 2009 — 2011
Masters, Business Administration, Finance
Cannon Trust School 1999 — 2001
CTFA, trust, financial advisor
Institute of Certified Bankers 1998 — 2001
Bachelor of Commerce
Jai Hind College 1984 — 1988
BCom, Finance
Dair Grant's Hilliard Lyons Experience December 2008 - April 2013
Job Gaming Manager at Comic Book University
Industry Retail
Experience
Comic Book University May 2013 - Present
Hilliard Lyons December 2008 - April 2013
Home Bank June 2006 - December 2008
Fifth Third Bank September 1999 - June 2006
Education
Indiana University-Purdue University at Indianapolis 1998 — 2004
Bachelor's, Economics
Martinsville High School 1991 — 1996
Diploma
Comic Book University May 2013 - Present
Hilliard Lyons December 2008 - April 2013
Home Bank June 2006 - December 2008
Fifth Third Bank September 1999 - June 2006
Education
Indiana University-Purdue University at Indianapolis 1998 — 2004
Bachelor's, Economics
Martinsville High School 1991 — 1996
Diploma
Ricky Naida Ricky Naida's Hilliard Lyons Experience May 2003 - May 2007
Job Business Solutions Consultant at CDK Global
Industry Computer Software
Experience
CDK Global January 2015 - Present
Apple April 2013 - December 2014
Apple October 2012 - April 2013
Apple April 2012 - October 2012
B & W Cartage Company October 2010 - September 2012
Walmart February 2008 - October 2010
Hilliard Lyons May 2003 - May 2007
Skills
Retail, Merchandising, Customer Service, Inventory Management, Microsoft Office, Networking, Computer Repair, Help Desk, Cashiering, iPad, Help Desk Support, Computer Hardware, iPhone, iOS, Mac OS, OS X, Windows 7, Team Leadership, Customer Satisfaction, Troubleshooting, Microsoft Excel
Education
Wayne County Community College District 2011 — 2013
Associates, Computer Science
Lake Superior State University 2007 — 2008
Computer Science
CDK Global January 2015 - Present
Apple April 2013 - December 2014
Apple October 2012 - April 2013
Apple April 2012 - October 2012
B & W Cartage Company October 2010 - September 2012
Walmart February 2008 - October 2010
Hilliard Lyons May 2003 - May 2007
Skills
Retail, Merchandising, Customer Service, Inventory Management, Microsoft Office, Networking, Computer Repair, Help Desk, Cashiering, iPad, Help Desk Support, Computer Hardware, iPhone, iOS, Mac OS, OS X, Windows 7, Team Leadership, Customer Satisfaction, Troubleshooting, Microsoft Excel
Education
Wayne County Community College District 2011 — 2013
Associates, Computer Science
Lake Superior State University 2007 — 2008
Computer Science
Jeffrey Carty's Hilliard Lyons Experience May 2000 - March 2004
Job
Industry
Experience
Hilliard Lyons May 2000 - March 2004
A.G. Edwards & Sons, Inc. April 1999 - February 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Public Speaking, Sales, Finance, Financial Analysis, Insurance, Outlook, Budgets, Financial Modeling, Analysis, Investments, Strategic Planning, Accounting
Education
Morehead State University 1989 — 1994
Bachelor of Arts (B.A.), Political Science and Government
Hilliard Lyons May 2000 - March 2004
A.G. Edwards & Sons, Inc. April 1999 - February 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Public Speaking, Sales, Finance, Financial Analysis, Insurance, Outlook, Budgets, Financial Modeling, Analysis, Investments, Strategic Planning, Accounting
Education
Morehead State University 1989 — 1994
Bachelor of Arts (B.A.), Political Science and Government
Djordje Pavlica Djordje Pavlica's Hilliard Lyons Experience January 2001 - September 2002
Job Liquidity Risk Manager at Erste Group Bank AG
Industry Banking
Experience
Erste Group Bank AG September 2013 - Present
Hypo Alpe Adria Bank International AG March 2011 - August 2013
Hypo Alpe-Adria-Bank a.d. Beograd February 2007 - February 2011
Citadel Securities AD June 2005 - January 2007
Citadel Securities AD April 2004 - June 2005
IT Jobs doo September 2003 - April 2004
Edward Jones September 2002 - September 2003
Hilliard Lyons January 2001 - September 2002
Skills
Fixed Income, Investments, Trading, ALM, Asset Managment, Interest Rate..., Portfolio Management, Financial Markets, Capital Markets, Bonds, Securities, Derivatives, Bloomberg, Emerging Markets, Risk Management, FX Options, Banking, Corporate Finance, Economics, Equities, Valuation, Investment Banking, Financial Modeling, Financial Analysis, Credit Risk, Treasury, Investment Management, Investment Strategies, Asset Allocation, Macroeconomics, Hedging, Investment Advisory, Interest Rate Risk..., Basel II, Credit Analysis, Mergers & Acquisitions, Financial Risk, Market Risk, Liquidity, Money Market, Liquidity Risk, Credit, Treasury Management, Financial Institutions, Liquidity Management, Asset Management, Risk Assessment
Education
Frankfurt School of Finance and Management 2010 — 2011
Treasury and Risk Management
Hillsdale College 1998 — 2002
BA, Financial Management and Computer Science
Erste Group Bank AG September 2013 - Present
Hypo Alpe Adria Bank International AG March 2011 - August 2013
Hypo Alpe-Adria-Bank a.d. Beograd February 2007 - February 2011
Citadel Securities AD June 2005 - January 2007
Citadel Securities AD April 2004 - June 2005
IT Jobs doo September 2003 - April 2004
Edward Jones September 2002 - September 2003
Hilliard Lyons January 2001 - September 2002
Skills
Fixed Income, Investments, Trading, ALM, Asset Managment, Interest Rate..., Portfolio Management, Financial Markets, Capital Markets, Bonds, Securities, Derivatives, Bloomberg, Emerging Markets, Risk Management, FX Options, Banking, Corporate Finance, Economics, Equities, Valuation, Investment Banking, Financial Modeling, Financial Analysis, Credit Risk, Treasury, Investment Management, Investment Strategies, Asset Allocation, Macroeconomics, Hedging, Investment Advisory, Interest Rate Risk..., Basel II, Credit Analysis, Mergers & Acquisitions, Financial Risk, Market Risk, Liquidity, Money Market, Liquidity Risk, Credit, Treasury Management, Financial Institutions, Liquidity Management, Asset Management, Risk Assessment
Education
Frankfurt School of Finance and Management 2010 — 2011
Treasury and Risk Management
Hillsdale College 1998 — 2002
BA, Financial Management and Computer Science
Lora Oliver's Hilliard Lyons Experience January 2013 - Present
Job Client Service Associate at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons January 2013 - Present
Hilliard Lyons -- Home Office June 2004 - January 2013
Hilliard Lyons -- Home Office January 1999 - June 2004
Skills
Administrative..., Investments, Wealth Management..., Microsoft Office, ThomsonOne, Qualified Retirement..., Trusts and Estates
Education
Indiana University-Southeast 1997 — 1999
Undergraduate Studies
Charlestown High School 1994 — 1997
High School, 3.4 GPA
Hilliard Lyons January 2013 - Present
Hilliard Lyons -- Home Office June 2004 - January 2013
Hilliard Lyons -- Home Office January 1999 - June 2004
Skills
Administrative..., Investments, Wealth Management..., Microsoft Office, ThomsonOne, Qualified Retirement..., Trusts and Estates
Education
Indiana University-Southeast 1997 — 1999
Undergraduate Studies
Charlestown High School 1994 — 1997
High School, 3.4 GPA
Jake Schiff's Hilliard Lyons Experience August 2008 - Present
Job Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons August 2008 - Present
Education
Indiana State University 2002 — 2006
Bachelor's degree, Finance, Operations Management & Analysis, and Business Administration
Hilliard Lyons August 2008 - Present
Education
Indiana State University 2002 — 2006
Bachelor's degree, Finance, Operations Management & Analysis, and Business Administration
Elizabeth Richardson's Hilliard Lyons Experience May 2015 - Present
Job Trust and Estate Associate at Hilliard Lyons
Industry Law Practice
Experience
Hilliard Lyons May 2015 - Present
Lynch, Cox, Gilman & Goodman, PSC September 2014 - May 2015
Lynch Cox Gilman & Goodman, P.S.C. May 2012 - August 2014
Just Solutions March 2012 - August 2014
University of Louisville Brandeis School of Law August 2013 - May 2014
Thomson Reuters Westlaw August 2012 - May 2014
Center for Academic and Tutorial Services August 2009 - May 2011
Skills
Corporate Law, Immigration Law, Trials, Appeals, Legal Issues, Public Speaking, Personal Injury, Bankruptcy, Commercial Litigation, Employment Law, Product Liability, Estate Planning, Public Liability, Research, Legal Documents, Document Drafting
Education
Louis D. Brandeis School of Law at the University of Louisville 2011 — 2014
Juris Doctor (J.D.), Magna Cum Laude
University of Kentucky 2008 — 2011
Bachelor of Arts, Psychology
Hilliard Lyons May 2015 - Present
Lynch, Cox, Gilman & Goodman, PSC September 2014 - May 2015
Lynch Cox Gilman & Goodman, P.S.C. May 2012 - August 2014
Just Solutions March 2012 - August 2014
University of Louisville Brandeis School of Law August 2013 - May 2014
Thomson Reuters Westlaw August 2012 - May 2014
Center for Academic and Tutorial Services August 2009 - May 2011
Skills
Corporate Law, Immigration Law, Trials, Appeals, Legal Issues, Public Speaking, Personal Injury, Bankruptcy, Commercial Litigation, Employment Law, Product Liability, Estate Planning, Public Liability, Research, Legal Documents, Document Drafting
Education
Louis D. Brandeis School of Law at the University of Louisville 2011 — 2014
Juris Doctor (J.D.), Magna Cum Laude
University of Kentucky 2008 — 2011
Bachelor of Arts, Psychology
Chris Carpenter, CPA Chris Carpenter, CPA's Hilliard Lyons Experience July 2012 - Present
Job Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons July 2012 - Present
Deloitte September 2009 - July 2012
Carpenter Companies June 2005 - August 2009
Hogan Real Estate July 2004 - June 2005
English Language Institute/China (ELIC) August 2001 - June 2004
Education
University of Louisville 2007 — 2009
Bachelor of Science (B.S.), Business Administration, With High Honors
Furman University 1996 — 2000
Bachelor of Arts (B.A.), History
Kentucky Country Day School 1989 — 1996
CCIM
CCIM
Sacred Heart Model School
Hilliard Lyons July 2012 - Present
Deloitte September 2009 - July 2012
Carpenter Companies June 2005 - August 2009
Hogan Real Estate July 2004 - June 2005
English Language Institute/China (ELIC) August 2001 - June 2004
Education
University of Louisville 2007 — 2009
Bachelor of Science (B.S.), Business Administration, With High Honors
Furman University 1996 — 2000
Bachelor of Arts (B.A.), History
Kentucky Country Day School 1989 — 1996
CCIM
CCIM
Sacred Heart Model School
Taylor Duran Taylor Duran's Hilliard Lyons Experience May 2011 - August 2011
Job Senior Associate Transaction Services Valuation at PricewaterhouseCoopers LLP
Industry Management Consulting
Experience
PricewaterhouseCoopers LLP September 2013 - June 2015
Tennessee Division of Intellectual Services January 2008 - July 2013
PwC January 2012 - March 2012
Hilliard Lyons May 2011 - August 2011
Blackburn, Childers, & Steagall PLC February 2007 - August 2007
Skills
Accounting, Valuation, Financial Reporting, DCF, Financial Modeling, Capital IQ, Corporate Finance, Financial Analysis, Bloomberg, Due Diligence, SEC filings, Financial Accounting, US GAAP, GAAP, Business Valuation
Education
Wake Forest University 2011 — 2012
Master of Science in Accounting, Transaction Services
Milligan College 2007 — 2011
Bachelor of Science, Applied Finance and Accounting, magna cum laude
Science Hill High School
PricewaterhouseCoopers LLP September 2013 - June 2015
Tennessee Division of Intellectual Services January 2008 - July 2013
PwC January 2012 - March 2012
Hilliard Lyons May 2011 - August 2011
Blackburn, Childers, & Steagall PLC February 2007 - August 2007
Skills
Accounting, Valuation, Financial Reporting, DCF, Financial Modeling, Capital IQ, Corporate Finance, Financial Analysis, Bloomberg, Due Diligence, SEC filings, Financial Accounting, US GAAP, GAAP, Business Valuation
Education
Wake Forest University 2011 — 2012
Master of Science in Accounting, Transaction Services
Milligan College 2007 — 2011
Bachelor of Science, Applied Finance and Accounting, magna cum laude
Science Hill High School
Brennan Bennett's Hilliard Lyons Experience July 2010 - May 2012
Job Financial Advisor at Raymond James and Associates.
Industry Financial Services
Experience
Raymond James and Associates May 2012 - Present
Hilliard Lyons July 2010 - May 2012
Skills
Wealth Management, Investments, Personal Financial..., Estate Planning, Multi-generational..., Covered Calls, Dividends, Equity Research, Finance
Education
Western Michigan University - Haworth College of Business 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Kellogg Community College 2006 — 2008
General Studies
Raymond James and Associates May 2012 - Present
Hilliard Lyons July 2010 - May 2012
Skills
Wealth Management, Investments, Personal Financial..., Estate Planning, Multi-generational..., Covered Calls, Dividends, Equity Research, Finance
Education
Western Michigan University - Haworth College of Business 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Kellogg Community College 2006 — 2008
General Studies
Jeremy Eye's Hilliard Lyons Experience June 2012 - Present
Job Business Analyst, ETF & Mutual Fund Operations at Hilliard Lyons
Industry Investment Management
Experience
Hilliard Lyons June 2012 - Present
Independent Contractor September 2009 - May 2012
Breakwater Trading January 2006 - August 2009
BAE Systems February 2004 - December 2005
Skills
Bloomberg, Derivatives, Electronic Trading, Financial Modeling, Fixed Income, Options, Securities, Valuation, Investment Management, Proprietary Trading, Trading
Education
Indiana University - Kelley School of Business 2000 — 2004
B.Sc., Finance
Hilliard Lyons June 2012 - Present
Independent Contractor September 2009 - May 2012
Breakwater Trading January 2006 - August 2009
BAE Systems February 2004 - December 2005
Skills
Bloomberg, Derivatives, Electronic Trading, Financial Modeling, Fixed Income, Options, Securities, Valuation, Investment Management, Proprietary Trading, Trading
Education
Indiana University - Kelley School of Business 2000 — 2004
B.Sc., Finance
Jeff Kinnison's Hilliard Lyons Experience June 2011 - June 2014
Job Retail Consumer Experience at Humana
Industry Health, Wellness and Fitness
Experience
Humana June 2014 - Present
Hilliard Lyons June 2011 - June 2014
UnitedHealth Group April 2010 - June 2011
Tempur Pedic July 2007 - July 2009
Humana February 2005 - June 2007
Charles Schwab January 1995 - February 2004
Skills
Organizational..., Performance Management, Change Management, Strategic Planning, Coaching, Leadership Development, Training, Organizational Design, Employee Engagement, Six Sigma, Sales Management, Instructional Design, Cross-functional Team..., Project Planning, Sales, Consumer experience, Strategic Brand..., Learning Management, Strategy, Public Speaking, Leadership, Management, Process Improvement
Education
University of Arizona 1989 — 1991
University of Kentucky 1991 — 1993
BFA
Gallup University 2006 — 2006
Strengths Coach Certification
Harvard University 2006 — 2006
Learning Innovations Lab
Humana June 2014 - Present
Hilliard Lyons June 2011 - June 2014
UnitedHealth Group April 2010 - June 2011
Tempur Pedic July 2007 - July 2009
Humana February 2005 - June 2007
Charles Schwab January 1995 - February 2004
Skills
Organizational..., Performance Management, Change Management, Strategic Planning, Coaching, Leadership Development, Training, Organizational Design, Employee Engagement, Six Sigma, Sales Management, Instructional Design, Cross-functional Team..., Project Planning, Sales, Consumer experience, Strategic Brand..., Learning Management, Strategy, Public Speaking, Leadership, Management, Process Improvement
Education
University of Arizona 1989 — 1991
University of Kentucky 1991 — 1993
BFA
Gallup University 2006 — 2006
Strengths Coach Certification
Harvard University 2006 — 2006
Learning Innovations Lab
Randy Weissmann's Hilliard Lyons Experience June 2007 - August 2007
Job Compensation Analyst at St. Vincent Health
Industry Hospital & Health Care
Experience
St.Vincent Health November 2013 - Present
Memorial Hospital of Gulfport November 2011 - November 2013
PharMerica January 2009 - April 2011
Mercer March 2008 - October 2008
Hilliard Lyons June 2007 - August 2007
Skills
Compensation, Excel, Equities, Market Pricing, Pivot Tables, Vlookup, Goal Seek, Microsoft Excel, Deferred Compensation, Leadership, HRIS, Analysis, Compensation Structures, PeopleSoft, Onboarding, Management, Talent Management, Employee Relations, Benefits Administration, Performance Management, Human Resources, Talent Acquisition
Education
Indiana University-Southeast 2004 — 2008
BS, Finance and Economics
Indiana University-Southeast
MBA, MS in Strategic Finance (On Hold), (Business, Finance, Economics)
St.Vincent Health November 2013 - Present
Memorial Hospital of Gulfport November 2011 - November 2013
PharMerica January 2009 - April 2011
Mercer March 2008 - October 2008
Hilliard Lyons June 2007 - August 2007
Skills
Compensation, Excel, Equities, Market Pricing, Pivot Tables, Vlookup, Goal Seek, Microsoft Excel, Deferred Compensation, Leadership, HRIS, Analysis, Compensation Structures, PeopleSoft, Onboarding, Management, Talent Management, Employee Relations, Benefits Administration, Performance Management, Human Resources, Talent Acquisition
Education
Indiana University-Southeast 2004 — 2008
BS, Finance and Economics
Indiana University-Southeast
MBA, MS in Strategic Finance (On Hold), (Business, Finance, Economics)
Daniel Couvreur's Hilliard Lyons Experience May 2014 - August 2014
Job President at Michigan State University Finance Association
Industry Financial Services
Experience
Michigan State University Finance Association April 2015 - Present
Quicken Loans May 2015 - August 2015
Deloitte July 2015 - July 2015
Hilliard Lyons May 2014 - August 2014
GE June 2014 - June 2014
Education
Michigan State University 2013 — 2017
Bachelor of Arts (BA), Finance
Trenton High School 2009 — 2013
Michigan State University Finance Association April 2015 - Present
Quicken Loans May 2015 - August 2015
Deloitte July 2015 - July 2015
Hilliard Lyons May 2014 - August 2014
GE June 2014 - June 2014
Education
Michigan State University 2013 — 2017
Bachelor of Arts (BA), Finance
Trenton High School 2009 — 2013
David E Oldham, CWA®'s Hilliard Lyons Experience August 1993 - Present
Job Senior Vice President Financial Consultant
Industry Financial Services
Experience
Hilliard Lyons August 1993 - Present
Siemens June 1973 - August 1993
Education
Indiana State University - School of Business 1968 — 1972
B.S., Business Management
Hilliard Lyons August 1993 - Present
Siemens June 1973 - August 1993
Education
Indiana State University - School of Business 1968 — 1972
B.S., Business Management
Dana Estes's Hilliard Lyons Experience July 2000 - Present
Job Human Resources Manager
Industry Financial Services
Experience
Hilliard Lyons July 2000 - Present
Skills
Insurance, Employee Benefits, Performance Management, Human Resources, Benefits Administration, Retirement, ADP Payroll, Payroll Taxes
Education
McKendree College
Bachelor of Science (BS), Business Administration and Management, General
Hilliard Lyons July 2000 - Present
Skills
Insurance, Employee Benefits, Performance Management, Human Resources, Benefits Administration, Retirement, ADP Payroll, Payroll Taxes
Education
McKendree College
Bachelor of Science (BS), Business Administration and Management, General
Matthew Hubler's Hilliard Lyons Experience June 2015 - July 2015
Job Student at Indiana UniversitySoutheast
Industry Accounting
Experience
Chick-fil-A Restaurants March 2009 - Present
Hilliard Lyons June 2015 - July 2015
Skills
Organizational Skills, Team Leadership, Tenacious Work Ethic, Computer Proficiency, Technological..., Critical Thinking, Microsoft Office
Education
Indiana University-Southeast 2010 — 2016
Bachelor's Degree, Accounting, 3.558
Chick-fil-A Restaurants March 2009 - Present
Hilliard Lyons June 2015 - July 2015
Skills
Organizational Skills, Team Leadership, Tenacious Work Ethic, Computer Proficiency, Technological..., Critical Thinking, Microsoft Office
Education
Indiana University-Southeast 2010 — 2016
Bachelor's Degree, Accounting, 3.558
Heather Steenbergen Medlock's Hilliard Lyons Experience January 2002 - Present
Job Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons January 2002 - Present
Skills
Equities, Microsoft Excel, Microsoft Office, Customer Service, Insurance, Marketing, Microsoft Word, Financial Analysis, Strategic Planning, Social Media, Leadership, Financial Modeling, Event Planning, Public Speaking, Mutual Funds, Outlook, Research, Process Improvement, PowerPoint, Sales, Data Analysis
Education
Indiana University Bloomington
English, Criminal Justice
Hilliard Lyons January 2002 - Present
Skills
Equities, Microsoft Excel, Microsoft Office, Customer Service, Insurance, Marketing, Microsoft Word, Financial Analysis, Strategic Planning, Social Media, Leadership, Financial Modeling, Event Planning, Public Speaking, Mutual Funds, Outlook, Research, Process Improvement, PowerPoint, Sales, Data Analysis
Education
Indiana University Bloomington
English, Criminal Justice
Sydney Powell's Hilliard Lyons Experience December 2014 - March 2015
Job Head Hostess at Stoney River Steakhouse and Grill
Industry Financial Services
Experience
Stoney River Steakhouse and Grill March 2015 - Present
Hilliard Lyons December 2014 - March 2015
Stoney River Steakhouse and Grill April 2012 - December 2014
Skills
Graphic Design, Graphics, Microsoft Office, Adobe Creative Suite, Photoshop, Photography, InDesign, Marketing, Fine Art, Digital Media, Premiere
Education
Indiana University-Southeast 2014 — 2017
Bachelor of Fine Arts (B.F.A.), Graphic Design, Sophomore
University of Kentucky 2013 — 2014
Stoney River Steakhouse and Grill March 2015 - Present
Hilliard Lyons December 2014 - March 2015
Stoney River Steakhouse and Grill April 2012 - December 2014
Skills
Graphic Design, Graphics, Microsoft Office, Adobe Creative Suite, Photoshop, Photography, InDesign, Marketing, Fine Art, Digital Media, Premiere
Education
Indiana University-Southeast 2014 — 2017
Bachelor of Fine Arts (B.F.A.), Graphic Design, Sophomore
University of Kentucky 2013 — 2014
Nicholas Whitt's Hilliard Lyons Experience January 2015 - September 2015
Job Attorney & Entrepreneur
Industry Legal Services
Experience
Field & Main Bank September 2015 - Present
O'Brien Whitt Publishing January 2014 - Present
Hilliard Lyons January 2015 - September 2015
University of Louisville Entrepreneurship Clinic August 2013 - May 2014
Tilford Dobbins Alexander, PLLC May 2013 - May 2014
University of Louisville Law Review June 2012 - May 2014
Safe Horizons, LLC November 2012 - May 2013
Henderson County Circuit Court Family Division May 2012 - August 2012
Education
Louis D. Brandeis School of Law at the University of Louisville 2011 — 2014
J.D., Law
University of Kentucky 2006 — 2010
B.S., Magna Cum Laude, Major: Communications, Minor: Political Science
Henderson County Senior High School 2002 — 2006
Field & Main Bank September 2015 - Present
O'Brien Whitt Publishing January 2014 - Present
Hilliard Lyons January 2015 - September 2015
University of Louisville Entrepreneurship Clinic August 2013 - May 2014
Tilford Dobbins Alexander, PLLC May 2013 - May 2014
University of Louisville Law Review June 2012 - May 2014
Safe Horizons, LLC November 2012 - May 2013
Henderson County Circuit Court Family Division May 2012 - August 2012
Education
Louis D. Brandeis School of Law at the University of Louisville 2011 — 2014
J.D., Law
University of Kentucky 2006 — 2010
B.S., Magna Cum Laude, Major: Communications, Minor: Political Science
Henderson County Senior High School 2002 — 2006
John Beery John Beery's Hilliard Lyons Experience January 2010 - Present
Job Senior Vice President, Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons January 2010 - Present
AG Edwards June 1992 - January 2010
Chemical Financial Corporation July 1984 - February 1989
Skills
Series 7, Wealth Management, Portfolio Management, Series 63, Mutual Funds, Investments, Retirement Planning, Securities, Asset Allocation, Equities, Investment Advisory, Alternative Investments, Asset Management, Fixed Income, Financial Services
Education
Hope College 1980 — 1984
Political Science/Economics
Marshall high school
Hilliard Lyons January 2010 - Present
AG Edwards June 1992 - January 2010
Chemical Financial Corporation July 1984 - February 1989
Skills
Series 7, Wealth Management, Portfolio Management, Series 63, Mutual Funds, Investments, Retirement Planning, Securities, Asset Allocation, Equities, Investment Advisory, Alternative Investments, Asset Management, Fixed Income, Financial Services
Education
Hope College 1980 — 1984
Political Science/Economics
Marshall high school
Carl Reisen, MBA Carl Reisen, MBA's Hilliard Lyons Experience November 2004 - April 2008
Job Growth Leader ✔ Performance Coach ✔ Strategy Consultant to Financial Services ✔ Oechsli Institute ✔.
Industry Financial Services
Experience
The Oechsli Institute (Affiliation) June 2008 - Present
Hilliard Lyons November 2004 - April 2008
Legg Mason July 1998 - November 2004
Prudential Financial March 1990 - June 1998
Merrill Lynch October 1984 - March 1990
Sullair, LLC August 1976 - October 1984
Procter & Gamble March 1972 - June 1974
Skills
Leadership, Business Development, Management, Financial Services, Business Planning, Finance, Strategic Planning, Financial Advisory, Sales, Investments, Training, Organizational..., Marketing, Management Consulting, Mergers & Acquisitions, Business Analysis, Coaching, Insurance, Executive Coaching, Leadership Development, Business Process..., Business Strategy, Team Building, Strategy, Public Speaking, Marketing Strategy, New Business Development, P&L Management, Social Media Marketing
Education
Rensselaer Polytechnic Institute 1975 — 1976
Master of Business Administration (MBA), Business Administration and Management
University of Pittsburgh
Bachelor of Arts (B.A.), Political Science and Government
Michigan State University 2005 — 2006
Chartered Wealth Advisor-Certificate, Estate and Wealth Strategies Institute
Wharton School, University of Pennsylvania 2004 — 2006
Executive Education Certificate, Securities Industry Institute
EARJ-Rio de Janeiro, Brazil
Primary
The Oechsli Institute (Affiliation) June 2008 - Present
Hilliard Lyons November 2004 - April 2008
Legg Mason July 1998 - November 2004
Prudential Financial March 1990 - June 1998
Merrill Lynch October 1984 - March 1990
Sullair, LLC August 1976 - October 1984
Procter & Gamble March 1972 - June 1974
Skills
Leadership, Business Development, Management, Financial Services, Business Planning, Finance, Strategic Planning, Financial Advisory, Sales, Investments, Training, Organizational..., Marketing, Management Consulting, Mergers & Acquisitions, Business Analysis, Coaching, Insurance, Executive Coaching, Leadership Development, Business Process..., Business Strategy, Team Building, Strategy, Public Speaking, Marketing Strategy, New Business Development, P&L Management, Social Media Marketing
Education
Rensselaer Polytechnic Institute 1975 — 1976
Master of Business Administration (MBA), Business Administration and Management
University of Pittsburgh
Bachelor of Arts (B.A.), Political Science and Government
Michigan State University 2005 — 2006
Chartered Wealth Advisor-Certificate, Estate and Wealth Strategies Institute
Wharton School, University of Pennsylvania 2004 — 2006
Executive Education Certificate, Securities Industry Institute
EARJ-Rio de Janeiro, Brazil
Primary
Michael Railing's Hilliard Lyons Experience December 2014 - Present
Job Systems Administrator III at Hilliard Lyons
Industry Information Technology and Services
Experience
Hilliard Lyons December 2014 - Present
Infinite Solutions, LLC November 2013 - December 2014
Asia-Link May 2011 - November 2013
Right Management December 2007 - December 2010
Railing IT Consulting, LLC May 2002 - December 2007
Indiana University Bloomington April 1999 - June 2002
Indiana University Bloomington August 1999 - May 2002
Skills
VMware ESX, Exchange 2010/2007/2003, Microsoft Applications, Windows Server, Windows, SharePoint, Symantec Enterprise..., Microsoft WSUS, Avaya IP Telephony, Dell PowerEdge Servers, Dell Switches, Dell PowerVault, HTML, Networking, Mobile Devices, WSUS, Mac OS X, OS X, Troubleshooting, Enterprise Vault, Microsoft Exchange, Servers, VMware, Leadership, System Administration, System Deployment, Management, Hardware
Education
Indiana University Bloomington 1998 — 2002
Informatics, Instructional System Technology, Business, Education
Hilliard Lyons December 2014 - Present
Infinite Solutions, LLC November 2013 - December 2014
Asia-Link May 2011 - November 2013
Right Management December 2007 - December 2010
Railing IT Consulting, LLC May 2002 - December 2007
Indiana University Bloomington April 1999 - June 2002
Indiana University Bloomington August 1999 - May 2002
Skills
VMware ESX, Exchange 2010/2007/2003, Microsoft Applications, Windows Server, Windows, SharePoint, Symantec Enterprise..., Microsoft WSUS, Avaya IP Telephony, Dell PowerEdge Servers, Dell Switches, Dell PowerVault, HTML, Networking, Mobile Devices, WSUS, Mac OS X, OS X, Troubleshooting, Enterprise Vault, Microsoft Exchange, Servers, VMware, Leadership, System Administration, System Deployment, Management, Hardware
Education
Indiana University Bloomington 1998 — 2002
Informatics, Instructional System Technology, Business, Education
Andre C Baraka Jr. Andre C Baraka Jr.'s Hilliard Lyons Experience September 2001 - December 2001
Job Financial Planner at World Financial Group
Industry Financial Services
Experience
World Financial Group January 2010 - Present
New York Life March 2007 - January 2010
UBS Wealth Management September 2002 - December 2002
Hilliard Lyons September 2001 - December 2001
Vector Marketing May 2001 - September 2001
Skills
Licensed Life & Health..., Fixed Annuities, Insurance, Life Insurance, Investments, Employee Benefits, Retirement, Long-term Care, Estate Planning, Finance, IRAs, Sales, Financial Services, Disability Insurance, Term Life Insurance, Securities
Education
Jones International University 2004 — 2007
M.A., Business Communication
Hope College 1998 — 2002
B.A., Intercutural Communication
World Financial Group January 2010 - Present
New York Life March 2007 - January 2010
UBS Wealth Management September 2002 - December 2002
Hilliard Lyons September 2001 - December 2001
Vector Marketing May 2001 - September 2001
Skills
Licensed Life & Health..., Fixed Annuities, Insurance, Life Insurance, Investments, Employee Benefits, Retirement, Long-term Care, Estate Planning, Finance, IRAs, Sales, Financial Services, Disability Insurance, Term Life Insurance, Securities
Education
Jones International University 2004 — 2007
M.A., Business Communication
Hope College 1998 — 2002
B.A., Intercutural Communication
Julie Farmer's Hilliard Lyons Experience 1987 - 1989
Job Problem Solver Extraordinaire
Industry Health, Wellness and Fitness
Experience
Sisel Kaffe September 2013 - Present
RobKellerMD February 2012 - Present
SISEL International February 2012 - Present
Evansville T.E.A.M. Networking Group January 2012 - June 2015
Max International June 2007 - February 2012
Walden Chiropractic & Accident Center 1990 - 1994
David Johnson MD 1990 - 1990
ChiroChoice 1989 - 1990
Hilliard Lyons 1987 - 1989
Prudential Bache Securities 1987 - 1987
Skills
Wellness, Health, Nutrition, Fitness, Supplements, Public Speaking, Small Business, Administrative..., Administrative..., Guardianship, Caregivers, Team Leadership, Youth Leadership, Logo Design, Graphic Design, Medical Billing, Collections, Cpr Certified, Anti-aging, Holistic Health, Home Based Business, Lifestyle Coaching, Network Marketing, Skin Care, Coaching, Social Networking, Event Planning, Social Media Marketing, Personal Development, Customer Service, Event Management, Non-profits, Sales, Entrepreneurship, Marketing, Social Media, Public Relations, Strategic Planning, Fundraising, Marketing Strategy, Weight Management, Stress, Weight, Healthcare, Lifestyle, Leadership, Wellness Coaching, Nutritional Counseling, Facebook, Management
Education
Ivy Tech Community College 1991 — 1993
Business, Business
Apollo High School 1978 — 1982
HS Diploma, Business
Sisel Kaffe September 2013 - Present
RobKellerMD February 2012 - Present
SISEL International February 2012 - Present
Evansville T.E.A.M. Networking Group January 2012 - June 2015
Max International June 2007 - February 2012
Walden Chiropractic & Accident Center 1990 - 1994
David Johnson MD 1990 - 1990
ChiroChoice 1989 - 1990
Hilliard Lyons 1987 - 1989
Prudential Bache Securities 1987 - 1987
Skills
Wellness, Health, Nutrition, Fitness, Supplements, Public Speaking, Small Business, Administrative..., Administrative..., Guardianship, Caregivers, Team Leadership, Youth Leadership, Logo Design, Graphic Design, Medical Billing, Collections, Cpr Certified, Anti-aging, Holistic Health, Home Based Business, Lifestyle Coaching, Network Marketing, Skin Care, Coaching, Social Networking, Event Planning, Social Media Marketing, Personal Development, Customer Service, Event Management, Non-profits, Sales, Entrepreneurship, Marketing, Social Media, Public Relations, Strategic Planning, Fundraising, Marketing Strategy, Weight Management, Stress, Weight, Healthcare, Lifestyle, Leadership, Wellness Coaching, Nutritional Counseling, Facebook, Management
Education
Ivy Tech Community College 1991 — 1993
Business, Business
Apollo High School 1978 — 1982
HS Diploma, Business
Josh Mark's Hilliard Lyons Experience June 2014 - July 2014
Job Assistant Supply Chain Analyst at Abercrombie & Fitch
Industry Logistics and Supply Chain
Experience
Indiana University Bloomington, Kelley School of Business August 2011 - Present
Hilliard Lyons June 2014 - July 2014
Republic Bank May 2013 - August 2013
Gastroenterology Consultants of Louisville April 2009 - August 2011
Skills
Spanish, Microsoft Excel, Access, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Social Networking, OS X, Financial Accounting, Time Management, Facebook, Social Media, Data Analysis, Teamwork, Public Speaking
Education
Indiana University - Kelley School of Business 2011 — 2015
BS, Marketing, Operations, International Business
Indiana University - Kelley School of Business 2011 — 2015
Bachelor's degree, Operations, Marketing, International Business
Indiana University Bloomington, Kelley School of Business August 2011 - Present
Hilliard Lyons June 2014 - July 2014
Republic Bank May 2013 - August 2013
Gastroenterology Consultants of Louisville April 2009 - August 2011
Skills
Spanish, Microsoft Excel, Access, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Social Networking, OS X, Financial Accounting, Time Management, Facebook, Social Media, Data Analysis, Teamwork, Public Speaking
Education
Indiana University - Kelley School of Business 2011 — 2015
BS, Marketing, Operations, International Business
Indiana University - Kelley School of Business 2011 — 2015
Bachelor's degree, Operations, Marketing, International Business
Cathy Shircliff's Hilliard Lyons Experience May 2006 - August 2006
Job Managing Partner at Shircliff Publishing, LLC
Industry Publishing
Experience
Shircliff Publishing, LLC October 2014 - Present
Pink Julep Boutique July 2012 - October 2014
Simply Silver Louisville June 2010 - September 2012
University of Louisville August 2008 - May 2010
Kentucky Humane Society June 2009 - January 2010
Mothers Against Drunk Driving December 2007 - June 2008
Sands Capital Management September 2005 - May 2007
Hilliard Lyons May 2006 - August 2006
U.S. House of Representatives September 2004 - December 2004
United States Senate July 2002 - August 2002
Skills
Management, Research, Spanish, Microsoft Office, PowerPoint, Time Management, Customer Service, Program Management, Policy, Public Policy, Photography, International Relations, Nonprofits
Education
Georgetown University 2003 — 2007
BS - Business Administration, International Business and Finance
Georgetown University - The McDonough School of Business 2003 — 2007
Bachelor of Science, International Business and Finance
University of Louisville 2008 — 2010
MPA, Nonprofit Managment
BridgeAbroad Spanish Language Course 2007 — 2007
n/a, Spanish
Shircliff Publishing, LLC October 2014 - Present
Pink Julep Boutique July 2012 - October 2014
Simply Silver Louisville June 2010 - September 2012
University of Louisville August 2008 - May 2010
Kentucky Humane Society June 2009 - January 2010
Mothers Against Drunk Driving December 2007 - June 2008
Sands Capital Management September 2005 - May 2007
Hilliard Lyons May 2006 - August 2006
U.S. House of Representatives September 2004 - December 2004
United States Senate July 2002 - August 2002
Skills
Management, Research, Spanish, Microsoft Office, PowerPoint, Time Management, Customer Service, Program Management, Policy, Public Policy, Photography, International Relations, Nonprofits
Education
Georgetown University 2003 — 2007
BS - Business Administration, International Business and Finance
Georgetown University - The McDonough School of Business 2003 — 2007
Bachelor of Science, International Business and Finance
University of Louisville 2008 — 2010
MPA, Nonprofit Managment
BridgeAbroad Spanish Language Course 2007 — 2007
n/a, Spanish
Ryan Biscopink's Hilliard Lyons Experience November 2012 - April 2013
Job Fuel Pricing Analyst at Thorntons Inc.
Industry Consumer Goods
Experience
Thorntons Inc. February 2014 - Present
PPG Industries May 2013 - January 2014
Hilliard Lyons November 2012 - April 2013
Kindred Healthcare April 2012 - October 2012
Kindred Healthcare November 2011 - May 2012
Arison Insurance Services, Inc. January 2011 - July 2011
Arison Insurance Services, Inc. September 2009 - January 2011
Education
Indiana University-Southeast 2012 — 2014
Master of Business Administration (M.B.A.)
University of Kentucky 2004 — 2009
Business Administration, Finance, Marketing, Accounting
Thorntons Inc. February 2014 - Present
PPG Industries May 2013 - January 2014
Hilliard Lyons November 2012 - April 2013
Kindred Healthcare April 2012 - October 2012
Kindred Healthcare November 2011 - May 2012
Arison Insurance Services, Inc. January 2011 - July 2011
Arison Insurance Services, Inc. September 2009 - January 2011
Education
Indiana University-Southeast 2012 — 2014
Master of Business Administration (M.B.A.)
University of Kentucky 2004 — 2009
Business Administration, Finance, Marketing, Accounting
Brent Braaksma Brent Braaksma's Hilliard Lyons Experience June 2008 - October 2008
Job Financial Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2012 - Present
Edward Jones Investments October 2008 - November 2012
Hilliard Lyons June 2008 - October 2008
Fifth Third Securities November 2001 - May 2008
Skills
Retirement Planning, Uniform Combined State..., Series 7, 401k Rollovers, Saving for Education, Wealth Management, IRAs, Retirement, College Savings Plans, Investment Advisory, Wealth Accumulation, Fixed Annuities
Education
Iowa State University 1998 — 2001
Bachelor of Science (B.S.), Agricultural Business, Economics - second major
Northwest Iowa Community College 1997 — 1998
LPL Financial November 2012 - Present
Edward Jones Investments October 2008 - November 2012
Hilliard Lyons June 2008 - October 2008
Fifth Third Securities November 2001 - May 2008
Skills
Retirement Planning, Uniform Combined State..., Series 7, 401k Rollovers, Saving for Education, Wealth Management, IRAs, Retirement, College Savings Plans, Investment Advisory, Wealth Accumulation, Fixed Annuities
Education
Iowa State University 1998 — 2001
Bachelor of Science (B.S.), Agricultural Business, Economics - second major
Northwest Iowa Community College 1997 — 1998
Lori Norris's Hilliard Lyons Experience September 1996 - December 2011
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2011 - Present
Hilliard Lyons September 1996 - December 2011
S G Donahue & Assoc. 1994 - 1996
Education
Bristol University 1990 — 1992
MBA, Executive Management
Lyon College 1983 — 1987
BS, Business Management
Ameriprise Financial Services, Inc. December 2011 - Present
Hilliard Lyons September 1996 - December 2011
S G Donahue & Assoc. 1994 - 1996
Education
Bristol University 1990 — 1992
MBA, Executive Management
Lyon College 1983 — 1987
BS, Business Management
Malcolm Webb's Hilliard Lyons Experience July 1998 - April 2003
Job Senior Investment Strategist, Malcolm Webb Wealth Management
Industry Investment Management
Experience
Malcolm Webb Wealth Management April 2009 - Present
Taylor & Webb April 2003 - April 2009
Hilliard Lyons July 1998 - April 2003
Indiana University August 1992 - June 1998
Indiana General Assembly 1991 - 1992
United States Trust Company of New York August 1989 - August 1990
The White House 1988 - 1988
United States Senate 1987 - 1987
Culver Academies 1986 - 1987
Skills
Government, Equities, Legislative Relations, Public Speaking, Event Planning, Private Client Services, Budgets, Microsoft Office, Legal Writing, Simple IRA, Enterprise Risk..., International Relations, Policy, Speech Writing, Strategic Planning, Management, Nonprofits, Investments, Community Outreach, Private Clients, Leadership, Social Media
Education
Indiana University Bloomington 1985 — 1989
BA, Economics, Minor in History
Genius Groups
Malcolm Webb Wealth Management April 2009 - Present
Taylor & Webb April 2003 - April 2009
Hilliard Lyons July 1998 - April 2003
Indiana University August 1992 - June 1998
Indiana General Assembly 1991 - 1992
United States Trust Company of New York August 1989 - August 1990
The White House 1988 - 1988
United States Senate 1987 - 1987
Culver Academies 1986 - 1987
Skills
Government, Equities, Legislative Relations, Public Speaking, Event Planning, Private Client Services, Budgets, Microsoft Office, Legal Writing, Simple IRA, Enterprise Risk..., International Relations, Policy, Speech Writing, Strategic Planning, Management, Nonprofits, Investments, Community Outreach, Private Clients, Leadership, Social Media
Education
Indiana University Bloomington 1985 — 1989
BA, Economics, Minor in History
Genius Groups
Matthew Hardin Matthew Hardin's Hilliard Lyons Experience 1999 - 2006
Job Hardin Compliance Consulting LLC
Industry Law Practice
Experience
Hardin Compliance Consulting LLC March 2006 - Present
Hilliard Lyons 1999 - 2006
Federated Investors 1996 - 1999
Skills
Wealth Management, Corporate Law, Securities, SEC filings, Due Diligence, Securities Regulation, Asset Management, Hedge Funds, Commercial Litigation, Investments, Mergers, Investment Advisory, Litigation, Arbitration, FINRA, AML, Bankruptcy, Mutual Funds, Private Equity, Corporate Governance, Mergers & Acquisitions, Capital Markets, Alternative Investments
Education
Georgetown University Law Center 1986 — 1988
LLM, Federal Securities Regulation
Pepperdine University School of Law 1983 — 1986
JD, Law
Hardin Compliance Consulting LLC March 2006 - Present
Hilliard Lyons 1999 - 2006
Federated Investors 1996 - 1999
Skills
Wealth Management, Corporate Law, Securities, SEC filings, Due Diligence, Securities Regulation, Asset Management, Hedge Funds, Commercial Litigation, Investments, Mergers, Investment Advisory, Litigation, Arbitration, FINRA, AML, Bankruptcy, Mutual Funds, Private Equity, Corporate Governance, Mergers & Acquisitions, Capital Markets, Alternative Investments
Education
Georgetown University Law Center 1986 — 1988
LLM, Federal Securities Regulation
Pepperdine University School of Law 1983 — 1986
JD, Law
Daniel Kleinheksel Daniel Kleinheksel's Hilliard Lyons Experience July 1995 - August 2007
Job Vice President, Investments MKS Wealth Advisors of Raymond James
Industry Financial Services
Experience
Raymond James August 2007 - Present
Hilliard Lyons July 1995 - August 2007
Skills
Wealth Management, Retirement Planning, Financial Planning, Qualified Retirement..., College Education..., Investment Management, Qualfied Plan Rollover, Employee Stock Options, Mutual Funds, Tactical Asset..., Global Tactical Asset..., Dynamic Asset Allocation, Investment Strategies
Education
Hope College 1991 — 1995
BA, Business Administration
Raymond James August 2007 - Present
Hilliard Lyons July 1995 - August 2007
Skills
Wealth Management, Retirement Planning, Financial Planning, Qualified Retirement..., College Education..., Investment Management, Qualfied Plan Rollover, Employee Stock Options, Mutual Funds, Tactical Asset..., Global Tactical Asset..., Dynamic Asset Allocation, Investment Strategies
Education
Hope College 1991 — 1995
BA, Business Administration
Susan Huffmon, PHR's Hilliard Lyons Experience March 2014 - Present
Job VP, Manager of Learning and Development at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons March 2014 - Present
Louisville Society of Human Resource Managers January 2014 - Present
PharMerica August 2011 - March 2014
Hilliard Lyons 2007 - July 2011
Hilliard Lyons 2004 - 2007
Hilliard Lyons 1998 - 2004
Skills
Performance Consulting, Training, Performance Management, Succession Planning, Leadership, Employee Training, E-Learning, Talent Management, Onboarding, Customer Service, Career Development, Personnel Management, New Hire Orientations, Learning Management, Series 7, Financial Services, Securities, Salesforce Training, Human Resources, Staff Development, Management, Budgets, Organizational..., Employee Engagement, Employee Benefits, Strategic Planning, Employee Relations, Project Planning, Recruiting, Leadership Development, Coaching, Organizational..., Applicant Tracking..., Process Improvement, Workforce Planning, Benefits Administration, HRIS, Interviews, Hiring, PeopleSoft
Education
Indiana Wesleyan University 2005 — 2009
Bachelor's degree, Business Administration and Management, General
Indiana Wesleyan University
BS, Business Management
Hilliard Lyons March 2014 - Present
Louisville Society of Human Resource Managers January 2014 - Present
PharMerica August 2011 - March 2014
Hilliard Lyons 2007 - July 2011
Hilliard Lyons 2004 - 2007
Hilliard Lyons 1998 - 2004
Skills
Performance Consulting, Training, Performance Management, Succession Planning, Leadership, Employee Training, E-Learning, Talent Management, Onboarding, Customer Service, Career Development, Personnel Management, New Hire Orientations, Learning Management, Series 7, Financial Services, Securities, Salesforce Training, Human Resources, Staff Development, Management, Budgets, Organizational..., Employee Engagement, Employee Benefits, Strategic Planning, Employee Relations, Project Planning, Recruiting, Leadership Development, Coaching, Organizational..., Applicant Tracking..., Process Improvement, Workforce Planning, Benefits Administration, HRIS, Interviews, Hiring, PeopleSoft
Education
Indiana Wesleyan University 2005 — 2009
Bachelor's degree, Business Administration and Management, General
Indiana Wesleyan University
BS, Business Management
Ryan Feagley Ryan Feagley's Hilliard Lyons Experience October 2007 - December 2008
Job Senior SharePoint Developer
Industry Information Services
Experience
Vantiv December 2008 - Present
Hilliard Lyons October 2007 - December 2008
Meetings & Events International June 2005 - October 2007
Cracker Barrel May 2002 - May 2006
Skills
WCF, ASP.NET, SQL Server, C#, VB.NET, .NET, WPF, LINQ, Silverlight, Visual Studio, ADO.NET, Web Services, XML, T-SQL, TFS, IIS, HTML, SSIS, SharePoint, SSRS, SQL, XAML, Windows, PL/SQL, Visual Basic, Application Development, SQL Server 2000-2008, Microsoft SQL Server, Databases, Business Intelligence, Microsoft Technologies, Software Development, Database Design
Education
Ivy Tech Community College 2004 — 2006
Associates, Computer Information Systems
Vantiv December 2008 - Present
Hilliard Lyons October 2007 - December 2008
Meetings & Events International June 2005 - October 2007
Cracker Barrel May 2002 - May 2006
Skills
WCF, ASP.NET, SQL Server, C#, VB.NET, .NET, WPF, LINQ, Silverlight, Visual Studio, ADO.NET, Web Services, XML, T-SQL, TFS, IIS, HTML, SSIS, SharePoint, SSRS, SQL, XAML, Windows, PL/SQL, Visual Basic, Application Development, SQL Server 2000-2008, Microsoft SQL Server, Databases, Business Intelligence, Microsoft Technologies, Software Development, Database Design
Education
Ivy Tech Community College 2004 — 2006
Associates, Computer Information Systems
Clay Talley, Esq., CPA Clay Talley, Esq., CPA's Hilliard Lyons Experience May 2012 - October 2012
Job Attorney at Frost Brown Todd LLC
Industry Law Practice
Experience
Fidelity National Financial April 2014 - March 2015
Fidelity National Financial August 2013 - April 2014
University of Louisville Law Review May 2012 - May 2013
University of Louisville Brandeis School of Law August 2010 - May 2013
Hilliard Lyons May 2012 - October 2012
Internal Revenue Service January 2012 - May 2012
Louis D. Brandeis School of Law at the University of Louisville May 2011 - May 2012
Richardson, Pennington, & Skinner April 2009 - August 2010
Skills
Accounting, Accounts Receivable, Accounts Payable, Account Reconciliation, Antitrust Law, Attorneys, Auditing, Audit Professionals, Bookkeeping, Criminal Defense Lawyer, Corporate Tax Planning, Corporate Tax, Estate Law, Financial Accounting, Financial Analysis, Financial Reporting, Fixed Assets, GAAP, General Practice of Law, General Ledger, Government Law, Insurance Law, Internal Controls, Juris, Journal Entries, QuickBooks, Tax, Tax Preparation, Income Tax, Tax Returns, tax law, Corporate Law, Banking Law, Financial Law, International Business..., Maritime Law, Tax-planning
Education
Louis D. Brandeis School of Law at the University of Louisville 2010 — 2013
Juris Doctor, Doctor of Law (J.D.), Cum Laude
Lehigh University 2005 — 2008
Bachelor of Science (B.S.), Accounting
Fidelity National Financial April 2014 - March 2015
Fidelity National Financial August 2013 - April 2014
University of Louisville Law Review May 2012 - May 2013
University of Louisville Brandeis School of Law August 2010 - May 2013
Hilliard Lyons May 2012 - October 2012
Internal Revenue Service January 2012 - May 2012
Louis D. Brandeis School of Law at the University of Louisville May 2011 - May 2012
Richardson, Pennington, & Skinner April 2009 - August 2010
Skills
Accounting, Accounts Receivable, Accounts Payable, Account Reconciliation, Antitrust Law, Attorneys, Auditing, Audit Professionals, Bookkeeping, Criminal Defense Lawyer, Corporate Tax Planning, Corporate Tax, Estate Law, Financial Accounting, Financial Analysis, Financial Reporting, Fixed Assets, GAAP, General Practice of Law, General Ledger, Government Law, Insurance Law, Internal Controls, Juris, Journal Entries, QuickBooks, Tax, Tax Preparation, Income Tax, Tax Returns, tax law, Corporate Law, Banking Law, Financial Law, International Business..., Maritime Law, Tax-planning
Education
Louis D. Brandeis School of Law at the University of Louisville 2010 — 2013
Juris Doctor, Doctor of Law (J.D.), Cum Laude
Lehigh University 2005 — 2008
Bachelor of Science (B.S.), Accounting
Jay Beckner's Hilliard Lyons Experience July 2001 - January 2003
Job Applying technology and analytics to improve products and services, drive sales and unlock value.
Industry Management Consulting
Experience
grademytrade March 2013 - December 2014
PetFirst May 2012 - March 2013
ZirMed, Inc. February 2011 - September 2011
ZirMed, Inc. August 2008 - February 2011
Indiana University Southeast January 2006 - April 2008
Various / Seasonal April 2004 - September 2007
National City Bank January 2003 - April 2004
Hilliard Lyons July 2001 - January 2003
Skills
Business Intelligence, Competitive Intelligence, Business Analytics, Data Visualization, Business Modeling, Financial Analysis, Financial Modeling, Product Planning, Product Development, Project Management, Sales Operations, Social Media Marketing, Strategic Planning, Microsoft Excel, Start-ups, Leadership, Web Analytics, Digital Strategy, Entrepreneurship, Strategic Partnerships, User Experience, SEM, E-commerce, Google Adwords, Email Marketing, Lead Generation, Product Management
Education
Indiana University-Southeast 2006 — 2008
MBA
Transylvania University 1997 — 2001
Chemistry
Bowling Green High School 1993 — 1997
Comprehensive Diploma
grademytrade March 2013 - December 2014
PetFirst May 2012 - March 2013
ZirMed, Inc. February 2011 - September 2011
ZirMed, Inc. August 2008 - February 2011
Indiana University Southeast January 2006 - April 2008
Various / Seasonal April 2004 - September 2007
National City Bank January 2003 - April 2004
Hilliard Lyons July 2001 - January 2003
Skills
Business Intelligence, Competitive Intelligence, Business Analytics, Data Visualization, Business Modeling, Financial Analysis, Financial Modeling, Product Planning, Product Development, Project Management, Sales Operations, Social Media Marketing, Strategic Planning, Microsoft Excel, Start-ups, Leadership, Web Analytics, Digital Strategy, Entrepreneurship, Strategic Partnerships, User Experience, SEM, E-commerce, Google Adwords, Email Marketing, Lead Generation, Product Management
Education
Indiana University-Southeast 2006 — 2008
MBA
Transylvania University 1997 — 2001
Chemistry
Bowling Green High School 1993 — 1997
Comprehensive Diploma
Jeffrey A. Berger, CWA®'s Hilliard Lyons Experience August 2006 - Present
Job Vice President and Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons August 2006 - Present
Integra Bank August 2001 - July 2006
Evansville Philharmonic Orchestra November 1996 - August 2001
Fort Wayne Philharmonic June 1994 - October 1996
Education
University of Southern Indiana 2004 — 2011
Master of Business Administration (MBA), Business
Miami University 1988 — 1993
Bachelor of Science (BS), Business
Hilliard Lyons August 2006 - Present
Integra Bank August 2001 - July 2006
Evansville Philharmonic Orchestra November 1996 - August 2001
Fort Wayne Philharmonic June 1994 - October 1996
Education
University of Southern Indiana 2004 — 2011
Master of Business Administration (MBA), Business
Miami University 1988 — 1993
Bachelor of Science (BS), Business
John Shetterly's Hilliard Lyons Experience September 2005 - December 2010
Job Senior Manager, Advice and Guidance at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price August 2015 - Present
Edward Jones December 2010 - August 2015
Hilliard Lyons September 2005 - December 2010
Legg Mason November 1996 - September 2005
Alex Brown & Sons January 1994 - November 1996
WB Doner September 1992 - December 1993
Skills
Investments, Financial Analysis, Portfolio Management, Series 7, Program Management, Asset Management, Mutual Funds, Financial Services, Investment Advisory, Wealth Management, Asset Allocation, Securities, Strategic Financial..., Equities
Education
Loyola University Maryland 1999 — 2001
MBA, Business
Towson University 1988 — 1992
Bachelor of Science (BS), Business Administration
T. Rowe Price August 2015 - Present
Edward Jones December 2010 - August 2015
Hilliard Lyons September 2005 - December 2010
Legg Mason November 1996 - September 2005
Alex Brown & Sons January 1994 - November 1996
WB Doner September 1992 - December 1993
Skills
Investments, Financial Analysis, Portfolio Management, Series 7, Program Management, Asset Management, Mutual Funds, Financial Services, Investment Advisory, Wealth Management, Asset Allocation, Securities, Strategic Financial..., Equities
Education
Loyola University Maryland 1999 — 2001
MBA, Business
Towson University 1988 — 1992
Bachelor of Science (BS), Business Administration
Tom Carpenter, CFA's Hilliard Lyons Experience 2000 - September 2010
Job Vice President, Wealth Management Advisor at Fifth Third Private Bank
Industry Investment Management
Experience
Fifth Third Bank November 2013 - Present
PNC Wealth Management September 2010 - 2013
Hilliard Lyons 2000 - September 2010
CIBC World Markets 1999 - 2000
Bank of New York Mellon 1998 - 1999
Skills
Portfolio Management, Investments, Bonds, Options, Equities, Financial Modeling, Investment Strategies, Derivatives, Valuation, Client Development, Networking
Education
Georgetown University 1996 — 1998
Master of Business Administration (MBA), Finance and Financial Management Services
Georgetown University - The McDonough School of Business 1996 — 1998
MBA, Finance
University of Melbourne - Melbourne Business School 1997 — 1997
University of Florida 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Fifth Third Bank November 2013 - Present
PNC Wealth Management September 2010 - 2013
Hilliard Lyons 2000 - September 2010
CIBC World Markets 1999 - 2000
Bank of New York Mellon 1998 - 1999
Skills
Portfolio Management, Investments, Bonds, Options, Equities, Financial Modeling, Investment Strategies, Derivatives, Valuation, Client Development, Networking
Education
Georgetown University 1996 — 1998
Master of Business Administration (MBA), Finance and Financial Management Services
Georgetown University - The McDonough School of Business 1996 — 1998
MBA, Finance
University of Melbourne - Melbourne Business School 1997 — 1997
University of Florida 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Michelle Steinhaus's Hilliard Lyons Experience April 1995 - April 1997
Job Branch Manager at The Arlington Group Investment Consulting, LLC.
Industry Financial Services
Experience
The Arlington Group Investment Consulting, LLC. July 2011 - Present
Morgan Stanley Smith Barney January 2001 - July 2011
Smith Barney 2001 - 2008
Smith Barney 2001 - 2008
Eisner Securities April 1997 - December 2000
Hilliard Lyons April 1995 - April 1997
Skills
Small Business, Retirement, Series 7, Financial Advisory, Management, Investments, Asset Allocation, Investment Strategies, Strategic Planning, Mutual Funds
Education
Franklin University 2002 — 2004
MBA, Business Administration
The Ohio State University 1991 — 1994
The Arlington Group Investment Consulting, LLC. July 2011 - Present
Morgan Stanley Smith Barney January 2001 - July 2011
Smith Barney 2001 - 2008
Smith Barney 2001 - 2008
Eisner Securities April 1997 - December 2000
Hilliard Lyons April 1995 - April 1997
Skills
Small Business, Retirement, Series 7, Financial Advisory, Management, Investments, Asset Allocation, Investment Strategies, Strategic Planning, Mutual Funds
Education
Franklin University 2002 — 2004
MBA, Business Administration
The Ohio State University 1991 — 1994
Ashley McPherson's Hilliard Lyons Experience July 2015 - Present
Job Client Service Associate
Industry Financial Services
Jeremy Luse, M.S.'s Hilliard Lyons Experience March 2013 - March 2015
Job Client Manager Retirement Services at ADP
Industry Financial Services
Experience
ADP - Retirement Services March 2015 - Present
Hilliard Lyons March 2013 - March 2015
Northwestern Mutual September 2012 - March 2013
Scottrade November 2003 - September 2012
A.G. Edwards & Sons, Inc. July 2001 - November 2002
Skills
Customer Service, Compliance, Excel, PowerPoint, Word, Series 7, Problem Solving, Series 63, FINRA, Series 66, Securities, Options
Education
Indiana University-Southeast 2004 — 2007
Master of Science (M.S.), Strategic Finance
Sullivan University 2000 — 2001
Bachelor of Science (B.S.), Management
ADP - Retirement Services March 2015 - Present
Hilliard Lyons March 2013 - March 2015
Northwestern Mutual September 2012 - March 2013
Scottrade November 2003 - September 2012
A.G. Edwards & Sons, Inc. July 2001 - November 2002
Skills
Customer Service, Compliance, Excel, PowerPoint, Word, Series 7, Problem Solving, Series 63, FINRA, Series 66, Securities, Options
Education
Indiana University-Southeast 2004 — 2007
Master of Science (M.S.), Strategic Finance
Sullivan University 2000 — 2001
Bachelor of Science (B.S.), Management
Teri Albin's Hilliard Lyons Experience July 1997 - Present
Job Sr. Vice President at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons July 1997 - Present
Education
Indiana University - Kelley School of Business 1984 — 1988
Hilliard Lyons July 1997 - Present
Education
Indiana University - Kelley School of Business 1984 — 1988
Randy Master's Hilliard Lyons Experience May 2001 - Present
Job Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons May 2001 - Present
Beta Theta Pi 2008 - 2014
DIYonline.com 2000 - 2001
Valvoline 1984 - 2000
Education
Hanover College
B.A, Bus. Admn., Econonics
PHS
University of Kentucky
MBA, Bus. Admn.
Hilliard Lyons May 2001 - Present
Beta Theta Pi 2008 - 2014
DIYonline.com 2000 - 2001
Valvoline 1984 - 2000
Education
Hanover College
B.A, Bus. Admn., Econonics
PHS
University of Kentucky
MBA, Bus. Admn.
Anna Aleksander's Hilliard Lyons Experience August 2008 - October 2008
Job Attorney at Aleksander Law Office PLLC
Industry Law Practice
Experience
Aleksander Law Office PLLC May 2008 - Present
Hilliard Lyons August 2008 - October 2008
Other April 2006 - May 2008
Skills
Personal Injury, Litigation, Criminal Law, Civil Litigation, Legal Writing, Courts, Legal Research, Automobile Accidents, Trials, Family Law
Education
Louis D. Brandeis School of Law at the University of Louisville 2002 — 2005
J.D., Law
Louis D. Brandeis School of Law at the University of Louisville 2002 — 2005
Juris Doctorate, Law
Aleksander Law Office PLLC May 2008 - Present
Hilliard Lyons August 2008 - October 2008
Other April 2006 - May 2008
Skills
Personal Injury, Litigation, Criminal Law, Civil Litigation, Legal Writing, Courts, Legal Research, Automobile Accidents, Trials, Family Law
Education
Louis D. Brandeis School of Law at the University of Louisville 2002 — 2005
J.D., Law
Louis D. Brandeis School of Law at the University of Louisville 2002 — 2005
Juris Doctorate, Law
Melissa Sitterding's Hilliard Lyons Experience September 2000 - June 2005
Job Sales
Industry Consumer Goods
Experience
Dicksons Gifts Inc August 2007 - Present
Exopack June 2005 - August 2007
Hilliard Lyons September 2000 - June 2005
Education
Indiana Wesleyan University 2004 — 2009
Bachelor, Business Management
Dicksons Gifts Inc August 2007 - Present
Exopack June 2005 - August 2007
Hilliard Lyons September 2000 - June 2005
Education
Indiana Wesleyan University 2004 — 2009
Bachelor, Business Management
Andy McKay's Hilliard Lyons Experience April 2010 - Present
Job Head of Investment Banking at Hilliard Lyons
Industry Investment Banking
Experience
Hilliard Lyons April 2010 - Present
bCatalyst Advisors LLC April 2004 - March 2010
Miller & Martin PLLC 2002 - 2004
Skills
Mergers & Acquisitions, Corporate Finance, Venture Capital, Strategic Planning, Management, Investment Banking, Acquisition Integration, Securities, Private Equity, Investments, Financial Modeling, Due Diligence, Financial Analysis, Valuation, Portfolio Management, Financial Planning, Series 7, Asset Management, Equities, Wealth Management, Business Valuation, Finance
Education
University of Georgia School of Law 1979 — 1982
JD, Law
Georgia Institute of Technology 1974 — 1978
BS, Industrial Engineering
Hilliard Lyons April 2010 - Present
bCatalyst Advisors LLC April 2004 - March 2010
Miller & Martin PLLC 2002 - 2004
Skills
Mergers & Acquisitions, Corporate Finance, Venture Capital, Strategic Planning, Management, Investment Banking, Acquisition Integration, Securities, Private Equity, Investments, Financial Modeling, Due Diligence, Financial Analysis, Valuation, Portfolio Management, Financial Planning, Series 7, Asset Management, Equities, Wealth Management, Business Valuation, Finance
Education
University of Georgia School of Law 1979 — 1982
JD, Law
Georgia Institute of Technology 1974 — 1978
BS, Industrial Engineering
Andy Stapp's Hilliard Lyons Experience September 2014 - Present
Job Vice President at Hilliard Lyons
Industry Investment Management
Experience
Hilliard Lyons September 2014 - Present
Merion Capital Group June 2013 - Present
BGB Securities November 2012 - January 2013
Self Employed November 2011 - November 2012
B. Riley & Co. September 2007 - November 2011
Cohen & Company October 2003 - April 2007
Garland McPherson & Associates September 1997 - September 2003
Skills
Equity Research, Investor Relations, Financial Analysis, Budgeting, Strategic Planning, Mergers, Acquisition Analysis, Valuation, Accounting, Financial Management, Special Projects, Supervisory Skills, Team Oriented, Microsoft Office, Financial Reporting, Variance Analysis, Due Diligence, Financial Forecasting, Capital Budgeting, Strong Work Ethic, Account Analysis, Team-oriented, New Venture Analysis, New Business Development, Capital Markets, Mergers & Acquisitions, Banking, Investments, Finance
Education
University of Tennessee-Knoxville - College of Business Administration 1977 — 1979
MBA, Finance
University of Tennessee-Knoxville - College of Business Administration 1974 — 1977
BS, Finance, Accounting
Hilliard Lyons September 2014 - Present
Merion Capital Group June 2013 - Present
BGB Securities November 2012 - January 2013
Self Employed November 2011 - November 2012
B. Riley & Co. September 2007 - November 2011
Cohen & Company October 2003 - April 2007
Garland McPherson & Associates September 1997 - September 2003
Skills
Equity Research, Investor Relations, Financial Analysis, Budgeting, Strategic Planning, Mergers, Acquisition Analysis, Valuation, Accounting, Financial Management, Special Projects, Supervisory Skills, Team Oriented, Microsoft Office, Financial Reporting, Variance Analysis, Due Diligence, Financial Forecasting, Capital Budgeting, Strong Work Ethic, Account Analysis, Team-oriented, New Venture Analysis, New Business Development, Capital Markets, Mergers & Acquisitions, Banking, Investments, Finance
Education
University of Tennessee-Knoxville - College of Business Administration 1977 — 1979
MBA, Finance
University of Tennessee-Knoxville - College of Business Administration 1974 — 1977
BS, Finance, Accounting
Elias Yaz Hassan's Hilliard Lyons Experience January 2002 - Present
Job Senior Vice President at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons January 2002 - Present
J.C. Bradford October 1995 - January 2002
Education
Middle Tennessee State University 1994 — 1995
BS, Finance
University of Tennessee-Knoxville 1991 — 1994
BS, Finance
Hilliard Lyons January 2002 - Present
J.C. Bradford October 1995 - January 2002
Education
Middle Tennessee State University 1994 — 1995
BS, Finance
University of Tennessee-Knoxville 1991 — 1994
BS, Finance
John M. Gannon, CWA®'s Hilliard Lyons Experience August 1989 - Present
Job Senior Vice President, Financial Consultant at Hilliard Lyons
Industry Investment Management
Experience
Hilliard Lyons August 1989 - Present
Montgomery County Commissioner District 1 March 2009 - Present
Sumitomo Bank Ltd March 1985 - March 1989
Skills
Investments, Series 7, Mutual Funds, Securities, Finance, ETFs, Loans, Retirement Planning, Investment Strategies, Asset Allocation, Hedge Funds, Investment Advisory, Financial Advisory, Risk Management, Strategic Financial..., Wealth Management, Financial Modeling, Series 63, Asset Management, Equity Research, Alternative Investments, Portfolio Management, Equities, Trading, Credit Analysis, Budgets, Bonds, Retirement, Fixed Income, Estate Planning, Financial Services, Financial Goals, Options, High Net Worth..., 401k Rollovers, Fixed Annuities, Bloomberg, Financial Analysis, Investment Banking, Derivatives, Credit, Banking, Stocks, Insurance, FINRA, Financial Markets, Life Insurance, Comprehensive Financial...
Education
Iona College 1981 — 1985
BBA, Finance and Accounting
Clarksville High School 1975 — 1978
Hilliard Lyons August 1989 - Present
Montgomery County Commissioner District 1 March 2009 - Present
Sumitomo Bank Ltd March 1985 - March 1989
Skills
Investments, Series 7, Mutual Funds, Securities, Finance, ETFs, Loans, Retirement Planning, Investment Strategies, Asset Allocation, Hedge Funds, Investment Advisory, Financial Advisory, Risk Management, Strategic Financial..., Wealth Management, Financial Modeling, Series 63, Asset Management, Equity Research, Alternative Investments, Portfolio Management, Equities, Trading, Credit Analysis, Budgets, Bonds, Retirement, Fixed Income, Estate Planning, Financial Services, Financial Goals, Options, High Net Worth..., 401k Rollovers, Fixed Annuities, Bloomberg, Financial Analysis, Investment Banking, Derivatives, Credit, Banking, Stocks, Insurance, FINRA, Financial Markets, Life Insurance, Comprehensive Financial...
Education
Iona College 1981 — 1985
BBA, Finance and Accounting
Clarksville High School 1975 — 1978
Joshua Bartley's Hilliard Lyons Experience September 2006 - June 2010
Job Solution Architect at Heartland Payment Systems
Industry Information Technology and Services
Experience
Heartland Payment Systems May 2015 - Present
Heartland Payment Systems January 2011 - May 2015
Prosoft June 2010 - January 2011
Hilliard Lyons September 2006 - June 2010
IPOP.COM March 2005 - September 2006
BIT Concepts June 2002 - May 2004
Coast 2 Coast Advertising 2004 - 2004
Skills
Web Services, C#, T-SQL, VB.NET, Microsoft SQL Server, XML, PL/SQL, HTML, AJAX, JavaScript, XSLT, CSS, WCF, Oracle, TCP/IP, .NET Compact Framework, Performance Tuning, Routing, ASP.NET, TFS, SQL, .NET, Software Development, Agile Methodologies
Education
Indiana Institute of Technology
Bachelor of Science in Business Administration, Management Information Systems, General
Indiana University-Southeast 2004 — 2006
Computer Science
Heartland Payment Systems May 2015 - Present
Heartland Payment Systems January 2011 - May 2015
Prosoft June 2010 - January 2011
Hilliard Lyons September 2006 - June 2010
IPOP.COM March 2005 - September 2006
BIT Concepts June 2002 - May 2004
Coast 2 Coast Advertising 2004 - 2004
Skills
Web Services, C#, T-SQL, VB.NET, Microsoft SQL Server, XML, PL/SQL, HTML, AJAX, JavaScript, XSLT, CSS, WCF, Oracle, TCP/IP, .NET Compact Framework, Performance Tuning, Routing, ASP.NET, TFS, SQL, .NET, Software Development, Agile Methodologies
Education
Indiana Institute of Technology
Bachelor of Science in Business Administration, Management Information Systems, General
Indiana University-Southeast 2004 — 2006
Computer Science
Kerrie Conte's Hilliard Lyons Experience 2000 - 2008
Job Graphic Design Professional
Industry Graphic Design
Experience
Hilliard Lyons 2000 - 2008
Skills
Keynote, Typography, Web Design, Graphics, InDesign
Education
Ivy Tech Community College 1996 — 1998
AAS, Visual Communicatin: Graphic Design
Hilliard Lyons 2000 - 2008
Skills
Keynote, Typography, Web Design, Graphics, InDesign
Education
Ivy Tech Community College 1996 — 1998
AAS, Visual Communicatin: Graphic Design
Miki Clements-Collier's Hilliard Lyons Experience June 1981 - January 1990
Job Assistant Inventory Control Manager, Dover Saddlery
Industry Sports
Experience
Dover Saddlery April 2013 - Present
Butt Bar Bags etc. August 2009 - Present
Self Employed April 2006 - Present
Self Employed February 1990 - Present
mack hill riding academy 2008 - 2010
Long Run Investments January 1999 - April 2008
Dover Saddlery 2008 - 2008
Stifel Nicolaus January 1990 - May 1999
Hilliard Lyons June 1981 - January 1990
Skills
Nature Photography, hunting with dogs, Project Management, Photography, Horses, Investments, Event Planning, Social Media, Customer Service, Public Speaking, Magazines, Social Media Marketing, Microsoft Office, Public Relations, Press Releases, Advertising, Writing
Education
Briarcliff College 1971 — 1974
BA, American History/Creative writing.
Hollins University 1969 — 1970
ba, creative writing, american history
Kathleen Laycock, aka Greens Farms Academy 1962 — 1969
Dover Saddlery April 2013 - Present
Butt Bar Bags etc. August 2009 - Present
Self Employed April 2006 - Present
Self Employed February 1990 - Present
mack hill riding academy 2008 - 2010
Long Run Investments January 1999 - April 2008
Dover Saddlery 2008 - 2008
Stifel Nicolaus January 1990 - May 1999
Hilliard Lyons June 1981 - January 1990
Skills
Nature Photography, hunting with dogs, Project Management, Photography, Horses, Investments, Event Planning, Social Media, Customer Service, Public Speaking, Magazines, Social Media Marketing, Microsoft Office, Public Relations, Press Releases, Advertising, Writing
Education
Briarcliff College 1971 — 1974
BA, American History/Creative writing.
Hollins University 1969 — 1970
ba, creative writing, american history
Kathleen Laycock, aka Greens Farms Academy 1962 — 1969
Nancy Bir's Hilliard Lyons Experience August 2012 - August 2012
Job Project Manager, Business Analyst
Industry Management Consulting
Experience
PESG September 2010 - March 2014
Hilliard Lyons August 2012 - August 2012
Humana April 2006 - June 2008
Ceridian Corporation August 1996 - October 2005
Skills
HTML, SharePoint, Visio, SQL, XML, Oracle, Databases, Program Management, Management, Testing, SDLC, Talent Acquisition, Process Improvement, Human Resources
Education
Indiana Institute of Technology 2014 — 2015
IT Management
Ivy Tech Community College 1984 — 1986
A.S., Information Systems/Programming
PESG September 2010 - March 2014
Hilliard Lyons August 2012 - August 2012
Humana April 2006 - June 2008
Ceridian Corporation August 1996 - October 2005
Skills
HTML, SharePoint, Visio, SQL, XML, Oracle, Databases, Program Management, Management, Testing, SDLC, Talent Acquisition, Process Improvement, Human Resources
Education
Indiana Institute of Technology 2014 — 2015
IT Management
Ivy Tech Community College 1984 — 1986
A.S., Information Systems/Programming
Brent Dunne Gillies's Hilliard Lyons Experience August 2012 - Present
Job Managed Accounts at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons August 2012 - Present
Department of Commerce May 2009 - September 2012
Skills
Research, Microsoft Office, Project Management, Social Media, Nonprofits, Project Planning, Customer Service, Team Building, Government, Leadership, Microsoft Excel, Public Speaking, Strategic Planning, PowerPoint, Fundraising, Public Relations, Community Outreach, Team Leadership
Education
Indiana University-Southeast 2007 — 2009
Bachelor of Arts (B.A.), Geographic Information Science and Cartography
Marquette University 1995 — 1999
Bachelor of Arts (B.A.), Psychology
Hilliard Lyons August 2012 - Present
Department of Commerce May 2009 - September 2012
Skills
Research, Microsoft Office, Project Management, Social Media, Nonprofits, Project Planning, Customer Service, Team Building, Government, Leadership, Microsoft Excel, Public Speaking, Strategic Planning, PowerPoint, Fundraising, Public Relations, Community Outreach, Team Leadership
Education
Indiana University-Southeast 2007 — 2009
Bachelor of Arts (B.A.), Geographic Information Science and Cartography
Marquette University 1995 — 1999
Bachelor of Arts (B.A.), Psychology
Holly Horn's Hilliard Lyons Experience February 1999 - November 2008
Job Executive Secretary for Rhonda Hoffman System Dir Research Norton Healthcare Office of Research Administration
Industry Executive Office
Experience
Norton Healthcare April 2009 - Present
Hilliard Lyons February 1999 - November 2008
Education
University of Louisville 1989 — 1989
Elementary Education
Jefferson Community College 1986 — 1989
Elementary Education and Business Administration
Presentation Academy 1982 — 1986
Diploma, Business
Norton Healthcare April 2009 - Present
Hilliard Lyons February 1999 - November 2008
Education
University of Louisville 1989 — 1989
Elementary Education
Jefferson Community College 1986 — 1989
Elementary Education and Business Administration
Presentation Academy 1982 — 1986
Diploma, Business
Carla Minahan's Hilliard Lyons Experience May 2005 - May 2006
Job Investment Operations and Accounting Professional
Industry Investment Management
Experience
Lamkin Wealth Management November 2014 - Present
PNC Wealth Management March 2012 - April 2014
Cornerstone Techologies, LLC August 2011 - March 2012
Valhalla Capital Partners May 2006 - June 2009
Hilliard Lyons May 2005 - May 2006
Invesco Ltd. 1999 - 2004
Skills
Microsoft Excel, Trading, Equities, Investments, Fixed Income, Structured Products, Teamwork, Mutual Funds, Bloomberg, Investment Management, Finance, Alternative Investments, Asset Management, Asset Allocation, Investment Strategies, Financial Analysis, Microsoft Office, Customer Service
Education
Northern Virginia Community College 1994 — 1996
Associates, Applied Sciences
Indiana University Bloomington 1983 — 1984
Business Communications, Work toward general business degree
Lamkin Wealth Management November 2014 - Present
PNC Wealth Management March 2012 - April 2014
Cornerstone Techologies, LLC August 2011 - March 2012
Valhalla Capital Partners May 2006 - June 2009
Hilliard Lyons May 2005 - May 2006
Invesco Ltd. 1999 - 2004
Skills
Microsoft Excel, Trading, Equities, Investments, Fixed Income, Structured Products, Teamwork, Mutual Funds, Bloomberg, Investment Management, Finance, Alternative Investments, Asset Management, Asset Allocation, Investment Strategies, Financial Analysis, Microsoft Office, Customer Service
Education
Northern Virginia Community College 1994 — 1996
Associates, Applied Sciences
Indiana University Bloomington 1983 — 1984
Business Communications, Work toward general business degree
Mitch Settle's Hilliard Lyons Experience March 1986 - Present
Job Senior Vice President Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons March 1986 - Present
Education
Kentucky Wesleyan College 1981 — 1983
Western Kentucky University
Hilliard Lyons March 1986 - Present
Education
Kentucky Wesleyan College 1981 — 1983
Western Kentucky University
Kevin Lincoln's Hilliard Lyons Experience 2014 - Present
Job Vice President, Taxable Fixed Income
Industry Financial Services
Experience
Hilliard Lyons 2014 - Present
Hilliard Lyons October 2003 - Present
Skills
Securities, Investments, Trading, Series 7, Wealth Management, Financial Modeling, Financial Analysis, Series 63
Education
Indiana University-Southeast
Hilliard Lyons 2014 - Present
Hilliard Lyons October 2003 - Present
Skills
Securities, Investments, Trading, Series 7, Wealth Management, Financial Modeling, Financial Analysis, Series 63
Education
Indiana University-Southeast
Otto Odendahl's Hilliard Lyons Experience September 1981 - May 1987
Job Vice President at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors June 2000 - Present
Goldman Sachs Asset Management April 1995 - April 2000
Lehman Brothers September 1991 - March 1995
First Chicago September 1988 - August 1991
JPMorgan Chase (formerly First Chicago Corp) 1988 - 1991
Hilliard Lyons September 1981 - May 1987
Education
Northwestern University - Kellogg School of Management 1987 — 1988
MBA, Finance
Indiana University Bloomington 1978 — 1982
BS, Business
Manning & Napier Advisors June 2000 - Present
Goldman Sachs Asset Management April 1995 - April 2000
Lehman Brothers September 1991 - March 1995
First Chicago September 1988 - August 1991
JPMorgan Chase (formerly First Chicago Corp) 1988 - 1991
Hilliard Lyons September 1981 - May 1987
Education
Northwestern University - Kellogg School of Management 1987 — 1988
MBA, Finance
Indiana University Bloomington 1978 — 1982
BS, Business
Heidi Flowers's Hilliard Lyons Experience August 1996 - February 1998
Job Operations Leader at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2010 - Present
Ameriprise Financial Services, Inc. February 2009 - April 2010
UBS February 2000 - February 2009
Wachovia Securities, LLC (formerly Prudential Securities) February 1998 - February 2000
Hilliard Lyons August 1996 - February 1998
Skills
Licensed Life & Health...
Education
Indiana University-Southeast 1987 — 1990
Accounting
Ameriprise Financial Services, Inc. February 2010 - Present
Ameriprise Financial Services, Inc. February 2009 - April 2010
UBS February 2000 - February 2009
Wachovia Securities, LLC (formerly Prudential Securities) February 1998 - February 2000
Hilliard Lyons August 1996 - February 1998
Skills
Licensed Life & Health...
Education
Indiana University-Southeast 1987 — 1990
Accounting
Eric Adelberg's Hilliard Lyons Experience January 1998 - December 1999
Job Partner at Heart of Louisville Capital Ventures, LLC
Industry Airlines/Aviation
Experience
Heart of Louisville Capital Ventures, LLC June 2008 - Present
United Airlines January 2006 - Present
Northwest Airlines December 1999 - January 2006
Hilliard Lyons January 1998 - December 1999
Providian Corp/AEGON NV November 1994 - December 1997
Skills
Aviation, Airlines
Education
Emory University
BA, Political Science/History
Heart of Louisville Capital Ventures, LLC June 2008 - Present
United Airlines January 2006 - Present
Northwest Airlines December 1999 - January 2006
Hilliard Lyons January 1998 - December 1999
Providian Corp/AEGON NV November 1994 - December 1997
Skills
Aviation, Airlines
Education
Emory University
BA, Political Science/History
Nancy Posada-Seidler's Hilliard Lyons Experience 1996 - 2000
Job Financial Analyst at Element Financial Corporation
Industry Transportation/Trucking/Railroad
Experience
Element Financial Corporation March 2011 - Present
MSI Consulting June 2007 - February 2011
Andrx 2005 - 2007
Hilliard Lyons 1996 - 2000
Hughes Aircraft Company 1987 - 1992
Skills
Financial Reporting, Budgets, Accounting, General Ledger, Sarbanes-Oxley Act, Variance Analysis, QuickBooks, Financial Accounting, Forecasting, Strategic Financial..., Internal Controls, Account Reconciliation, Financial Analysis, Finance, Microsoft Office, Managerial Finance, Customer Service, Process Improvement
Education
King's College 1980 — 1984
BS, Accounting
Union Catholic High School 1976 — 1980
Accounting
Element Financial Corporation March 2011 - Present
MSI Consulting June 2007 - February 2011
Andrx 2005 - 2007
Hilliard Lyons 1996 - 2000
Hughes Aircraft Company 1987 - 1992
Skills
Financial Reporting, Budgets, Accounting, General Ledger, Sarbanes-Oxley Act, Variance Analysis, QuickBooks, Financial Accounting, Forecasting, Strategic Financial..., Internal Controls, Account Reconciliation, Financial Analysis, Finance, Microsoft Office, Managerial Finance, Customer Service, Process Improvement
Education
King's College 1980 — 1984
BS, Accounting
Union Catholic High School 1976 — 1980
Accounting
Chris Tapak's Hilliard Lyons Experience 2006 - 2009
Job Senior Financial Consultant at Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network November 2009 - Present
Hilliard Lyons 2006 - 2009
Shaw Industries 2000 - 2000
Skills
Investments, Finance, Sales, Retirement Planning, Wealth Management, Series 7, Strategic Financial..., Retirement, Mutual Funds, Investment Advisory, Portfolio Management, Financial Advisory, Series 63, Asset Allocation, Financial Services, Investment Strategies, Financial Analysis, Securities, Financial Modeling, Asset Management
Education
Indiana University Bloomington 1995 — 1999
BS, Management
Wells Fargo Advisors Financial Network November 2009 - Present
Hilliard Lyons 2006 - 2009
Shaw Industries 2000 - 2000
Skills
Investments, Finance, Sales, Retirement Planning, Wealth Management, Series 7, Strategic Financial..., Retirement, Mutual Funds, Investment Advisory, Portfolio Management, Financial Advisory, Series 63, Asset Allocation, Financial Services, Investment Strategies, Financial Analysis, Securities, Financial Modeling, Asset Management
Education
Indiana University Bloomington 1995 — 1999
BS, Management
Tamara McGovern's Hilliard Lyons Experience January 2015 - Present
Job Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons January 2015 - Present
BMO Capital Markets April 2011 - January 2015
Shay Financial Services, Inc. March 1998 - April 2011
Skills
Fixed Income, Capital Markets, Series 7, Series 63, Bloomberg, Bonds, Financial Markets, MBS, Securities, Equities, Trading, Portfolio Management, Hedge Funds, Asset Management, Derivatives, Investments, Valuation, Structured Products, Electronic Trading, Structured Finance, Trading Systems, Private Equity, FINRA, Bloomberg Terminal, Financial Risk, Finance
Education
Lake Superior State University 1988 — 1992
Hilliard Lyons January 2015 - Present
BMO Capital Markets April 2011 - January 2015
Shay Financial Services, Inc. March 1998 - April 2011
Skills
Fixed Income, Capital Markets, Series 7, Series 63, Bloomberg, Bonds, Financial Markets, MBS, Securities, Equities, Trading, Portfolio Management, Hedge Funds, Asset Management, Derivatives, Investments, Valuation, Structured Products, Electronic Trading, Structured Finance, Trading Systems, Private Equity, FINRA, Bloomberg Terminal, Financial Risk, Finance
Education
Lake Superior State University 1988 — 1992
chris driy's Hilliard Lyons Experience September 2010 - January 2013
Job Engineer at Innotec
Industry Mechanical or Industrial Engineering
Ann Harrod's Hilliard Lyons Experience 1964 - 1967
Job Owner, Harrod Financial Planning
Industry Financial Services
Experience
Harrod Financial Planning 1997 - Present
Hilliard Lyons 1964 - 1967
White Weld & Co November 1961 - May 1963
Skills
Investments, Financial Planning, Retirement Planning, Estate Planning, Tax Preparation 1040 &...
Education
Harvard Business School 1960 — 1961
certificate, 1/2 MBA - Women's Program at Radcliffe
Vassar College 1956 — 1960
AB, Economics/Sociology
Harrod Financial Planning 1997 - Present
Hilliard Lyons 1964 - 1967
White Weld & Co November 1961 - May 1963
Skills
Investments, Financial Planning, Retirement Planning, Estate Planning, Tax Preparation 1040 &...
Education
Harvard Business School 1960 — 1961
certificate, 1/2 MBA - Women's Program at Radcliffe
Vassar College 1956 — 1960
AB, Economics/Sociology
Malcolm Jackson's Hilliard Lyons Experience March 2000 - February 2002
Job Owner, Tinson LLC dba Smoothie King
Industry Restaurants
Experience
Automated Tech & Assembly January 2015 - Present
Post Play Management January 2013 - Present
Smoothie King (SKFI) January 2003 - Present
Hilliard Lyons March 2000 - February 2002
Fidelity Investments April 1998 - November 1999
Skills
Franchising, Entrepreneurship, Strategic Planning, Management Consulting, Finance, Management, Social Media Marketing, Small Business, Sales, Franchise Consulting, Social Media, New Business Development, Microsoft Office, Microsoft Excel, Marketing Strategy, Business Planning, Customer Service, Leadership, Marketing
Education
Mississippi State University 1992 — 1997
Business, Marketing
Automated Tech & Assembly January 2015 - Present
Post Play Management January 2013 - Present
Smoothie King (SKFI) January 2003 - Present
Hilliard Lyons March 2000 - February 2002
Fidelity Investments April 1998 - November 1999
Skills
Franchising, Entrepreneurship, Strategic Planning, Management Consulting, Finance, Management, Social Media Marketing, Small Business, Sales, Franchise Consulting, Social Media, New Business Development, Microsoft Office, Microsoft Excel, Marketing Strategy, Business Planning, Customer Service, Leadership, Marketing
Education
Mississippi State University 1992 — 1997
Business, Marketing
Carol Kemple's Hilliard Lyons Experience 2008 - Present
Job Research Analyst at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons 2008 - Present
Hilliard Lyons June 2005 - May 2008
Hilliard Lyons November 2002 - May 2005
Edward Jones June 2002 - September 2002
Education
Indiana University-Southeast 2003 — 2005
MBA
Purdue University 1998 — 2002
BS
Hilliard Lyons 2008 - Present
Hilliard Lyons June 2005 - May 2008
Hilliard Lyons November 2002 - May 2005
Edward Jones June 2002 - September 2002
Education
Indiana University-Southeast 2003 — 2005
MBA
Purdue University 1998 — 2002
BS
Trey Coyle's Hilliard Lyons Experience February 1998 - Present
Job Vice President, Financial Consultant
Industry Financial Services
Experience
Hilliard Lyons February 1998 - Present
Skills
Portfolio Management, Retirement Planning, Asset Management, Asset Allocation, Financial Planning, Insurance, Series 7, Estate Planning, Wealth Management, Finance, Mutual Funds, Investment Advisory, Investment Strategies, Investments, Microsoft Office, Securities
Education
Georgetown College 1983 — 1988
Bachelor of Science (B.S.), Biology, General
Hilliard Lyons February 1998 - Present
Skills
Portfolio Management, Retirement Planning, Asset Management, Asset Allocation, Financial Planning, Insurance, Series 7, Estate Planning, Wealth Management, Finance, Mutual Funds, Investment Advisory, Investment Strategies, Investments, Microsoft Office, Securities
Education
Georgetown College 1983 — 1988
Bachelor of Science (B.S.), Biology, General
Amanda Willian, CFA's Hilliard Lyons Experience May 1999 - August 2005
Job Business Analyst, Principal Fixed Income Applications at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. August 2011 - Present
AEGON August 2005 - July 2011
Hilliard Lyons May 1999 - August 2005
Education
Georgetown College
Bachelors, Mathematics
University of Louisville
MBA, Business
Invesco Ltd. August 2011 - Present
AEGON August 2005 - July 2011
Hilliard Lyons May 1999 - August 2005
Education
Georgetown College
Bachelors, Mathematics
University of Louisville
MBA, Business
Jeannine Graham, PMP's Hilliard Lyons Experience April 2005 - September 2006
Job Project Manager at ADP
Industry Information Services
Experience
Automatic Data Processing September 2006 - Present
Hilliard Lyons April 2005 - September 2006
Raymond James & Associates, Inc October 2000 - April 2005
Skills
PeopleSoft, Enterprise Systems, ADP, Requirements Analysis, Budgeting, Analysis, Customer Relations, Planning, PMP, Project Planning, Customer Service, Vendor Management, HRIS, Process Improvement, Employee Benefits, Microsoft SQL Server, Management, Business Process..., Business Analysis, SDLC, Oracle
Education
Florida Southern College 1990 — 1994
BA, Business Administration, Finance
Automatic Data Processing September 2006 - Present
Hilliard Lyons April 2005 - September 2006
Raymond James & Associates, Inc October 2000 - April 2005
Skills
PeopleSoft, Enterprise Systems, ADP, Requirements Analysis, Budgeting, Analysis, Customer Relations, Planning, PMP, Project Planning, Customer Service, Vendor Management, HRIS, Process Improvement, Employee Benefits, Microsoft SQL Server, Management, Business Process..., Business Analysis, SDLC, Oracle
Education
Florida Southern College 1990 — 1994
BA, Business Administration, Finance
Kelley Erikson's Hilliard Lyons Experience September 2004 - May 2009
Job Investment Advisor Associate
Industry Financial Services
Experience
Koehler Financial Services May 2009 - January 2012
Hilliard Lyons September 2004 - May 2009
Everett & Everett; Ameriprise Financial October 2000 - September 2004
Education
Kalamazoo Valley Community College
Associate of Arts (A.A.), General / Business
Kaplan University
Life Insurance License, Life Insurance
Koehler Financial Services May 2009 - January 2012
Hilliard Lyons September 2004 - May 2009
Everett & Everett; Ameriprise Financial October 2000 - September 2004
Education
Kalamazoo Valley Community College
Associate of Arts (A.A.), General / Business
Kaplan University
Life Insurance License, Life Insurance
Phil Gutman's Hilliard Lyons Experience January 1998 - December 2008
Job owner at P.E. Gutman Financial Consultant
Industry Financial Services
Experience
P.E. Gutman Financial Advisor January 2009 - Present
Hilliard Lyons January 1998 - December 2008
Summers & Co August 1985 - December 2008
Education
Indiana University Bloomington 1954 — 1957
Doctor of Jurisprudence, Law
Indiana University Bloomington 1948 — 1952
Batchlor of Science, Finance
P.E. Gutman Financial Advisor January 2009 - Present
Hilliard Lyons January 1998 - December 2008
Summers & Co August 1985 - December 2008
Education
Indiana University Bloomington 1954 — 1957
Doctor of Jurisprudence, Law
Indiana University Bloomington 1948 — 1952
Batchlor of Science, Finance
Beth Wilkerson's Hilliard Lyons Experience March 1983 - July 2011
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2011 - Present
Hilliard Lyons March 1983 - July 2011
Skills
401k Rollovers, Asset Allocation, Investment Strategies, Relationship Management, Retirement Planning, Retirement Savings, Securities, Strategic Planning, Estate Planning..., Financial Services
Education
Indiana University Bloomington 1967 — 1971
BA and MLS, Linguistics
Wells Fargo Advisors, LLC July 2011 - Present
Hilliard Lyons March 1983 - July 2011
Skills
401k Rollovers, Asset Allocation, Investment Strategies, Relationship Management, Retirement Planning, Retirement Savings, Securities, Strategic Planning, Estate Planning..., Financial Services
Education
Indiana University Bloomington 1967 — 1971
BA and MLS, Linguistics
Kyle Akers's Hilliard Lyons Experience June 2004 - September 2006
Job CPA at Reradon & Co. PC
Industry Accounting
Experience
Reardon & Co. PC CPAs September 2006 - Present
Hilliard Lyons June 2004 - September 2006
Hilliard Lyons 2000 - June 2004
Skills
Financial Reporting, Financial Accounting, Accounting
Education
Indiana University-Southeast 1994 — 1998
Bachelor of Science (BS), Business
Indiana State University 1993 — 1994
Accounting
Reardon & Co. PC CPAs September 2006 - Present
Hilliard Lyons June 2004 - September 2006
Hilliard Lyons 2000 - June 2004
Skills
Financial Reporting, Financial Accounting, Accounting
Education
Indiana University-Southeast 1994 — 1998
Bachelor of Science (BS), Business
Indiana State University 1993 — 1994
Accounting
Chong Harlow's Hilliard Lyons Experience September 2015 - Present
Job at
Industry Financial Services
Experience
Hilliard Lyons September 2015 - Present
Park Community Credit Union July 2015 - September 2015
Fort Knox Federal Credit Union February 2014 - July 2015
First Data Corporation January 2012 - September 2013
Bank of America September 1998 - December 2011
Skills
Risk Management, Financial Analysis, Banking, Credit Cards, Credit, Relationship Management, Financial Risk, Portfolio Management, Credit Risk, Fraud, Credit Analysis, Process Improvement, Strategy, Retail Banking, Payments, Financial Services, Customer Service, Call Centers, Payment Card Processing, Microsoft Office, Leadership, Management, Team Building, Electronic Payments
Education
ITT Technical Institute-Louisville 1996 — 1999
Electrical and Electronics Engineering
ITT Technical Institute-Louisville 1996 — 1998
Associate's degree, Electrical and Electronics Engineering
Hilliard Lyons September 2015 - Present
Park Community Credit Union July 2015 - September 2015
Fort Knox Federal Credit Union February 2014 - July 2015
First Data Corporation January 2012 - September 2013
Bank of America September 1998 - December 2011
Skills
Risk Management, Financial Analysis, Banking, Credit Cards, Credit, Relationship Management, Financial Risk, Portfolio Management, Credit Risk, Fraud, Credit Analysis, Process Improvement, Strategy, Retail Banking, Payments, Financial Services, Customer Service, Call Centers, Payment Card Processing, Microsoft Office, Leadership, Management, Team Building, Electronic Payments
Education
ITT Technical Institute-Louisville 1996 — 1999
Electrical and Electronics Engineering
ITT Technical Institute-Louisville 1996 — 1998
Associate's degree, Electrical and Electronics Engineering
Kimberly Campbell Melloan's Hilliard Lyons Experience October 1998 - January 2001
Job Photographer
Industry Photography
Experience
Line Drive Photography April 2010 - Present
Hilliard Lyons October 1998 - January 2001
Wachovia Securities Financial Network June 1994 - October 1998
Skills
Photography, Creativity, Custom Made, Customer Oriented, Small Business, Graphic Design, Portrait Photography, Photoshop, Highly Detailed, Customer Driven
Education
Jefferson Community College 1994 — 2000
Associate's degree, Businss
Doss High School 1990 — 1994
Line Drive Photography April 2010 - Present
Hilliard Lyons October 1998 - January 2001
Wachovia Securities Financial Network June 1994 - October 1998
Skills
Photography, Creativity, Custom Made, Customer Oriented, Small Business, Graphic Design, Portrait Photography, Photoshop, Highly Detailed, Customer Driven
Education
Jefferson Community College 1994 — 2000
Associate's degree, Businss
Doss High School 1990 — 1994
Cathy Dowling's Hilliard Lyons Experience February 1982 - Present
Job Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons February 1982 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Investments, Retirement, Investment Advisory, Strategic Financial..., Series 63, Asset Allocation, Financial Advisory, Portfolio Management, Securities, Estate Planning, Investment Strategies
Education
Michigan State University
Bachelor of Science (BS)
Hilliard Lyons February 1982 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Investments, Retirement, Investment Advisory, Strategic Financial..., Series 63, Asset Allocation, Financial Advisory, Portfolio Management, Securities, Estate Planning, Investment Strategies
Education
Michigan State University
Bachelor of Science (BS)
David Wimmer's Hilliard Lyons Experience January 2000 - Present
Job Investment Banking at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons January 2000 - Present
Education
Indiana University Bloomington 1977 — 1982
Bachelor's degree, Accounting
Hilliard Lyons January 2000 - Present
Education
Indiana University Bloomington 1977 — 1982
Bachelor's degree, Accounting
Barbara Boller's Hilliard Lyons Experience July 2000 - Present
Job Registerd Client Service Associate II at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons July 2000 - Present
Equitable Securities 1993 - 2000
Skills
Mutual Funds, Strategic Planning, Portfolio Management, Investments
Education
Middle Tennessee State University
BBA
Hilliard Lyons July 2000 - Present
Equitable Securities 1993 - 2000
Skills
Mutual Funds, Strategic Planning, Portfolio Management, Investments
Education
Middle Tennessee State University
BBA