Experience
Hilliard Lyons   April 1984 - Present

Education
University of Evansville
Bachelor of Science in Business, Accounting

Experience
Hilliard Lyons   June 2008 - Present
A.G. Edwards & Sons, Inc.   August 1998 - June 2008

Education
The University of Georgia
B.S., Agricultural Economics

Experience
Hilliard Lyons   November 2007 - Present

Education
University of Kentucky   1993 — 1997
Bachelor's degree, Education (Government & History)

Experience
Berkshire Hathaway Home Services Parks and Weisberg   May 2014 - Present
Taste Marketing   June 2012 - Present
Jazzercise East   2009 - Present
Century 21 Joe Guy Hagan  August 2011 - April 2014
ITT TECH  January 2007 - January 2008
Waddell & Reed  January 2002 - January 2006
U.S. BANK   January 1998 - January 2001
Hilliard Lyons   April 1998 - April 1999
UPS  August 1993 - April 1998
Champaign and Urbana School District   January 1991 - June 1992

Skills
Retirement Planning, Estate Planning, Personal Financial..., Bonds, Investments, Retirement, IRAs, Series 7, Strategic Financial..., Fixed Annuities, Investment Advisory, Financial Advisory

Education
University of Illinois at Urbana-Champaign   1988 — 1990
Master, Education

University of Illinois at Urbana-Champaign   1982 — 1986
B.A, English and Rhetoric

Experience
Hilliard Lyons   April 2000 - Present

Education
University of Georgia - Terry College of Business   1981 — 1985
Bachelor of Business Administration (B.B.A.), Business - Marketing

Experience
Hilliard Lyons   1985 - Present
Hilliard Lyons   2012 - 2015

Education
Texas Tech University   1970 — 1971

Murray State University
Bachelor's degree

Ohio County High

Experience
North Carolinians for FairTax   2006 - Present
White Oak Financial Management, Inc.   March 2003 - Present
Wachovia Securities Financial Network  December 1998 - March 2003
Hilliard Lyons   September 1993 - December 1998

Skills
Asset Management, Retirement Planning, Investment Strategies, Portfolio Management, Investments, Wealth Management, Investment Management, Asset Allocation, Investment Advisory, 401k, Wealth Management..., Strategic Planning, Retirement, Mutual Funds, Equities, Estate Planning, Wealth, Small Business, Fixed Income, Risk Management, Strategic Financial..., Long-term Care, Series 65, Life Insurance, Asset Managment, Financial Planning

Education
Rollins College   1977 — 1981
Bachelor's degree, Elementary Education and Teaching

Experience
SunTrust Robinson Humphrey  June 2013 - Present
Hilliard Lyons   2011 - 2011
Hilliard Lyons   2011 - 2011

Skills
Financial Analysis, Leadership, Strategic Financial..., Portfolio Management, Financial Modeling, Investments

Education
University of Kentucky   2012 — 2013
MBA

University of Kentucky   2007 — 2011
BA, Political Science and American Studies

Experience
Hilliard Lyons   February 2014 - Present
Farmers Bank and Savings Company   February 2013 - February 2014
Farm Credit Mid America  September 2009 - January 2013

Education
The Ohio State University   2004 — 2008
BS-Agribusiness and Applied Economics, Business

Experience
Hilliard Lyons   2011 - Present
Old National Bank  April 2005 - May 2011
A.G. Edwards   February 2002 - April 2005
Edward Jones  2000 - 2002

Education
University of Evansville
Bachelor of Science (BS)

Experience
Hilliard Lyons   July 2012 - Present
Bank of America  2007 - 2012
BA Merchant Services  November 2005 - January 2007
BA Merchant Services  March 2004 - November 2005
US Navy  January 2000 - September 2003

Skills
Process Improvement, Analysis, Security Operations, Quality Assurance, Leadership, Security Management, Security, Team Leadership, Critical Thinking, Navy, Call Centers, Risk Management, Security Clearance, Troubleshooting, Military, Microsoft Excel, Outlook, Customer Service, Military Experience, FINRA, AML

Education
Sullivan University   2012 — 2014
Busines Management, Business Administration and Management, General

Sullivan University

Experience
Whitaker Bank Corp Of Kentucky  November 2014 - Present
Whitaker Bank Corp Of Kentucky  December 2013 - November 2014
Whitaker Bank Corp Of Kentucky  2011 - December 2013
Whitaker Bank Corp Of Kentucky  November 2010 - June 2011
Hilliard Lyons   October 2009 - December 2009

Skills
Loans, Banking, Commercial Lending, Investments, Credit Analysis, HMDA, Mortgage Banking, Branch Management, Branch Banking, Banking Relationships, Commercial Mortgages, Small Business Lending, Mortgage Lending, Loan Origination, Consumer Lending, FHA, Refinance, Residential Mortgages, VA loans, USDA, Mortgage Underwriting, FHA financing, Construction Loans, Lines Of Credit, Mortgage Servicing, Loan Servicing, Home Equity Lines of..., Reverse Mortgages, Deposits, Home Equity Loans, Bank Secrecy Act, Cross Selling, Loan Modifications, Rates, Real Estate Lending, Finance, Underwriting, Management, Financial Analysis, Microsoft Office, Customer Service

Education
Transylvania University   2006 — 2010
Bachelor of Business Administration (BBA), Concentration in Finance

Henry Clay High School   2002 — 2006
High School Diploma

Experience
Appriss  April 2015 - Present
Coldstream Laboratories, Inc.   October 2006 - April 2015
Hilliard Lyons   1999 - 2000

Skills
Pharmaceutical Industry, Business Development, Product Development, Cross-functional Team..., Medical Devices, GMP, FDA, Biotechnology, Commercialization, Leadership

Education
Patterson School of Diplomacy and International Commerce--University of Kentucky   2003 — 2005
Master of Arts, International Commerce

University of Kentucky   2000 — 2003
Bachelor of Arts, International Economics, Spanish, Latin American Studies

Experience
Hilliard Lyons   February 2008 - Present
Hilliard Lyons   July 1994 - February 2008

Skills
Series 7, Series 63, Series 10, Compliance, Bloomberg, ThomsonOne

Education
Murray State University   1989 — 1994
Bachelor of Science (B.S.), Finance

Experience
Parthenon LLC   March 1999 - Present
Hilliard Lyons   November 1980 - March 1999

Skills
Finance, Series 7, Investments, Investment Management, Customer Service, Equities, High Net Worth..., Fundraising, Youth Leadership, Youth Programs, Website Development, Digital Photography, Home Improvement, Sewing

Education
Sullivan University

University of Louisville

Experience
Montage Investments  March 2012 - Present
Tortoise Capital Advisors  October 2011 - March 2012
Hilliard Lyons   June 2010 - October 2011
The Hartford  January 2007 - June 2010
Vanguard  June 2005 - January 2007

Education
Shippensburg University of Pennsylvania   2001 — 2005
Communication Journalism, Public Relations

Experience
Fund Evaluation Group  2012 - Present
University of Cincinnati  2010 - 2012
Ohio Bureau of Workers' Compensation  2006 - 2010
Hilliard Lyons   1999 - 2006
The Ohio Company  1997 - 1999
The Ohio Company  1994 - 1997
The Ohio Company  1992 - 1994
One Banc  1991 - 1992

Skills
Alternative Investments, Fixed Income Portfolio..., Investments operations..., Investments, Business Operations, Asset Allocation, Governance, Due Diligence, Equities, Fixed Income, Investment Banking, Investment Management, Private Equity

Education
University of Cincinnati   1986 — 1990
BBA

Experience
Hilliard Lyons   September 2009 - Present
Ameriprise Financial  June 2004 - September 2009
NatCity Investments Inc  August 2002 - June 2004
Edward Jones Investments  March 1998 - May 2001

Education
University of Kentucky
B.B.A., Finance, Management

Murray State University
M.B.A., Master of Business in Finance

Experience
Piper Jaffray  April 2015 - Present
Hilliard Lyons   March 2010 - April 2015
City Securities Corporation  2005 - 2009

Skills
Bonds, Finance, Financial Analysis, Series 7

Education
Purdue University   1999 — 2004
Bachelor of Science, Financial Planning and Counseling

Bedford North Lawrence High School
High School Diploma

Experience
ANN INC.  September 2014 - Present
Zenith Logistics, Inc   February 2009 - August 2014
Sam Swope Auto Group  October 2007 - December 2008
White Lodging Services  August 2006 - November 2007
SLS Management   July 2005 - July 2006
Hilliard Lyons   March 2004 - November 2005

Skills
Customer Satisfaction, Close Attention to..., Time Management, Multi Tasking, Computers, Adaptability, Fast Learner, Timely Decision Making, Listener, Communication, Teamwork, Management, Cash Handling Experience, self-reliance, Reliability, Motivated, Dependable Team Player, Hospitality, Forward Thinking, Self-driven, Team Building, Analytical Skills, Leadership, Inventory Management, Customer Service, Training

Education
University of Kentucky   1997 — 2001
Bachelor of Business Administration (B.B.A.), Marketing and Business Management

St. Xavier High School, Louisville KY   1993 — 1997
College/University Preparatory and Advanced High School/Secondary Diploma Program

Experience
Hilliard Lyons   October 1983 - Present
NCR Corporation  June 1982 - September 1983

Skills
Series 7, Wealth Management..., Wealth Management, Retirement, Marketing, Management, Customer Service, Strategic Planning, Budgets

Education
Purdue University   1978 — 1982
Bachelor of Science (BS), Krannert School of Management

Experience
LPL Financial  October 2014 - Present
Impact Financial Systems Inc.  February 2012 - October 2014
Hilliard Lyons   2002 - 2011
Raymond James & Associates, Inc   1987 - 1997

Skills
Management, Brokerage Operations, ACATS, Annuity Operations, System Conversion, Mutual Fund Operations, Consulting, Training, Staff Development, Staff Management, Mutual Funds, Series 7, Fixed Annuities, Brokers, Strategic Planning, Risk Management, Process Improvement, Trading, Securities, Back Office

Education
St. Petersburg College

University of North Carolina at Greensboro

Experience
Brier Creek Country Club  April 2011 - Present
National Personal Training Institute  April 2011 - Present
Furniture Medic  June 2007 - June 2010
Bratton and Associates   August 2002 - June 2007
Hilliard Lyons   June 1999 - August 2002
A.G. Edwards   March 1995 - June 1996
Paine Webber  March 1993 - March 1995
Hilliard Lyons   January 1990 - March 1993

Education
National Personal Training Institute   2010 — 2011
Diploma, Exercise Science, Nutrition

Almeda College   1978 — 1982
BS, Business

Russell High school   1975 — 1977

University of Kentucky
Business

Experience
Nestle S.A.   August 2014 - Present
En Pointe Technologies  November 2013 - June 2014
BT  September 2011 - July 2013
Nissan Motor Co., Ltd.   April 2011 - August 2011
Zenprise, Inc   November 2010 - March 2011
Cintas (Contract via Pomeroy IT Solutions)   April 2010 - September 2010
Department of Homeland Security (via CSC, via Kforce)   January 2010 - July 2010
SunGard Availability Services (Contract via Insight Global)   June 2009 - November 2009
Hilliard, Lyons  June 2009 - November 2009
CDW  April 2008 - January 2009

Skills
Microsoft Exchange, Microsoft Certified..., Active Directory, Windows Server, Lync Server 2010, Microsoft Technologies, Data Center, IT Strategy, Firewalls, Disaster Recovery, Enterprise Architecture, Security, Solution Architecture, Storage Area Networks, Microsoft SQL Server, Cloud Computing, Lync, VPN, SharePoint, IP, Network Security, Group Policy, Infrastructure, Cisco Technologies, Unified Communications, DHCP, Virtualization, Pre-sales, DNS, Service Delivery, System Deployment, Enterprise Software, Integration, Troubleshooting, Networking, Cluster, Teamwork

Education
North Seattle College   1993 — 1995
CIS Certificate, Information Technology

South Puget Sound CC   1989 — 1991
AA, General Studies

Experience
Unknotted Organizing   January 2015 - Present
McGohan Brabender  September 2011 - Present
McGohan Brabender  May 2010 - September 2011
McGohan Brabender  September 2009 - May 2010
The Weissman Group   May 2007 - September 2009
Woodhull, LLC  September 2006 - May 2007
Hilliard Lyons   May 2002 - August 2006
FCN Bank  February 2001 - May 2002

Skills
Training & Development, Event Planning, Travel Planning, Data Analysis, Customer Service, Confidentiality, Benefits Renewal, Employee Training, Administrative..., Microsoft Office, Employee Relations, Medicare, Human Resources, Leadership, Leadership Development, New Hire Onboarding, Microsoft Office 2010, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Organization, Detail Orientation, Administrative Support, Master Scheduling, Management, Event Management, Project Management, Onboarding

Education
Indiana University-Purdue University at Columbus   2001 — 2006
Bachelor's of Science, Business Management

The Ohio State University   1999 — 2000
N/A, Psychology

Centerville High School   1995 — 1999

Experience
Raymond James Financial Inc.  November 2007 - Present
Hilliard Lyons   June 2001 - November 2007

Skills
Managed Money, Retirement Plan..., Strategic Financial..., Estate Planning, Investment Management, Alternative Investments, Licensed Life & Health..., Mortgage Lending, Investment Banking, Investment Advisory, Wealth Management..., Nonprofits, Religious Organizations, Fixed Income Portfolio..., Disability Insurance, Long Term Care Insurance, Certificates of Deposit, Municipal Bonds

Education
Tennessee Wesleyan College

Experience
Hilliard Lyons   January 2013 - Present
Ramsey Quantitative Systems   December 2010 - January 2013
Hilliard Lyons   May 2009 - December 2010
Hilliard Lyons   June 2008 - May 2009

Education
University of Kentucky   2004 — 2008
Bachelor of Business Administration (BBA), Finance

Experience
Montaplast of North America  July 2015 - Present
Montaplast of North America  June 2013 - July 2015
Kentucky Highlands Investment Corporation  August 2012 - May 2013
Hilliard Lyons   May 2011 - January 2012
United Bankshares Inc  July 2010 - October 2010
Community Bank of Parkersburg   May 2009 - August 2009

Skills
Accounting, Leadership, Finance, Microsoft Office, Teamwork, Microsoft Excel, Sales, Public Speaking, Fixed Assets, Financial Analysis, Mergers & Acquisitions, Marketing, Cost Accounting, Month End Close, Intercompany..., Six Sigma, Bank Reconciliation, Inventory Analysis

Education
University of Kentucky   2012 — 2013
Master of Business Administration (MBA), 3.94

University of Charleston   2009 — 2012
Bachelor of Science (BS), Finance, Accounting, and Business Administration, 3.89

Experience
Hilliard Lyons   September 2005 - Present
Advest, Inc.   August 1994 - September 2005

Skills
Real Estate, Mortgage Lending, Investments, Loans, Credit, Banking, Customer Service, Finance, Insurance, Leadership, FHA, Sales, Management, Public Speaking, Strategic Planning, Selling, Mortgage Banking, Loan Origination, Budgets, Team Building

Education
Southern Illinois University, Edwardsville   1969 — 1971

Assumption High School   1965 — 1969

Experience
StratMedical, Inc  May 2015 - Present
Rodan and Fields Dermatologists  December 2009 - Present
Jackson National Life  January 2011 - April 2012
United First Financial  November 2008 - December 2010
TrustCore Financial, Inc   May 2002 - February 2009
Toma Insurance Brokerage   January 2000 - January 2002
BellSouth Mobility  January 1999 - January 2000
BellSouth Mobility  2000 - 2000
Jack Rouse & Associates   January 1996 - January 1999
Hilliard Lyons   April 1992 - September 1996

Skills
Direct Sales, Small Business, Marketing, Public Speaking, Insurance, Sales, Entrepreneur, Coaching, Team Building, Social Networking, New Business Development, Social Media Marketing, Social Media, Marketing Strategy, Online Marketing, Entrepreneurship, Customer Service, Strategic Partnerships, Team Leadership, Selling, Time Management, Project Management, Business Development, Training, Entertainment, Sales Management, Lead Generation, Account Management, Advertising, Finance, Event Planning, Online Advertising, Leadership, Consultants, Start-ups, Marketing Communications, Contract Negotiation, Email Marketing, Cold Calling, Negotiation, Event Management, Leadership Development, Public Relations, Healthcare, Management, Investments, Recruiting, Strategy, Fundraising, Budgets

Education
Northwestern University   1981 — 1985
BME, Music

West Chicago Community HS

Experience
Hilliard Lyons   September 2008 - Present
Merrill Lynch  February 2000 - September 2008
US Army  June 1995 - May 2000

Education
Liberty Baptist Theological Seminary   2013 — 2015
pursuing Masters of Arts in Theological Studies, Theology and Church History

United States Military Academy at West Point   1991 — 1995
Bachelor of Science (B.S.), Individual Psychology

Experience
Larmann Financial   2012 - Present
Ameriprise Financial  2009 - 2012
Hilliard Lyons   2001 - 2009

Skills
Mutual Funds, Series 7, Retirement Planning, Asset Management, Finance, Wealth Management, Strategic Financial..., Asset Allocation, Investments, Microsoft Office, Series 63, ETFs, Retirement, Securities, Investment Advisory, Financial Planning, Strategic Planning

Education
University of Cincinnati

Experience
Hilliard Lyons   May 2015 - Present
The University of Notre Dame Mendoza College of Business  August 2013 - May 2015
Lazard  June 2014 - August 2014
U.S. Army   January 2011 - June 2013
U.S. Army   June 2011 - December 2011
U.S. Army   December 2008 - December 2010
U.S. Army   August 2007 - November 2008
U.S. Army   January 2006 - August 2007
United States Military Academy - Department of Intercollegiate Athletics   June 2005 - December 2005

Skills
Leadership, Operations Management, Problem Solving, Project Management, Teamwork, Military Operations, Training, Leadership Development, DoD, Project Planning, Management, Army, Weapons, Human Resources, Security Clearance, Military, Command, Analysis, Team Building, Program Management

Education
University of Notre Dame - Mendoza College of Business   2013 — 2015
Master of Business Administration (MBA), Investments and Corporate Finance

United States Military Academy at West Point   2001 — 2005
Bachelor of Science (BS), American/U.S. Law/Legal Studies/Jurisprudence

Experience
Hilliard Lyons   October 2013 - August 2015
Congressman Brett Guthrie   June 2014 - July 2014

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Stata, SPSS, Econometrics, Leadership, Personal Finance, Economics, Financial Planning, Finance, Investments, Financial Modeling, Research, Portfolio Management, DCF Valuation, Company Valuation, Corporate Finance

Education
The Ohio State University Fisher College of Business   2015 — 2016
Master’s Degree, Specialized Master of Finance

Western Kentucky University   2011 — 2015
Bachelor’s Degree, Major: Economics & Political Science Minor: Finance - Concentration in Financial Planning

Experience
Hilliard Lyons   August 2013 - Present
Hilliard Lyons   June 2012 - May 2013

Education
Transylvania University   2009 — 2013
Bachelor of Arts (B.A.), Economics

Anderson County High School   2005 — 2009
High School, General Studies

Experience
Hilliard Lyons   August 2009 - Present
A.G. Edwards & Sons, Inc.   April 1997 - August 2009
Merrill Lynch  August 1994 - April 1997

Skills
Finance, Wealth Management, Investments, Retirement Planning, Mutual Funds, Series 7, Portfolio Management, Financial Planning, Financial Services, Securities

Education
Transylvania University   1984 — 1988
Bachelor’s Degree, Business Administration and Management, General

Experience
Hilliard Lyons   May 2014 - Present
WaterStep  2009 - Present
Self Employed  September 2006 - Present
Mercer  May 2011 - April 2014
Mercer  July 2007 - April 2011
Mercer HR Consulting  January 1998 - September 2006
Brown-Forman Corporation  1991 - 1997

Skills
Editing, Copy Editing, Presentation Coaching, Ghostwriting, Online Marketing, Marketing Communications, Readability, Composition, Technical Writing, Speech Writing, Information Architecture, Nonprofits, Internal Communications, Strategic Communications, Corporate Communications, Public Speaking, Marketing, Thought Leadership, Content Management, Content Development, Newsletters, White Papers, Content Strategy, Social Media Marketing, Web Content Management, Press Releases

Education
Vanderbilt University   1977 — 1981
JD-MBA, Finance, taxation

Northern Illinois University   1973 — 1977
BS, Political Science

Joliet East High School   1969 — 1973

Experience
Hilliard Lyons   June 2015 - Present
Aloha Pools & Spas, LLC   May 2011 - May 2015

Skills
Time Management, Teamwork, Social Networking, Sales, Microsoft Word, Microsoft Office, Leadership, Facebook, Customer Service, Social Media, Event Planning, Microsoft Excel

Education
Murray State University   2011 — 2015
Bachelor’s Degree, Economics

Experience
Scottrade  May 2014 - Present
Hilliard Lyons   January 2013 - April 2014
Fastenal  July 2007 - December 2012
Fastenal  January 2007 - June 2007
First Collinsville Bank  August 2003 - November 2006

Skills
Series 7, Series 66, B2B, Leadership, Management, Investments, Finance, Investment Advisory, Microsoft Excel

Education
Southern Illinois University, Edwardsville   2001 — 2006
Bachelor of Science (BS), Kinesiology and Exercise Science

Red Bud High School   1998 — 2001

Experience
First Bankers Trust Company  December 2011 - Present
Weehawken Holding Company, LLC   March 2010 - December 2011
Hilliard Lyons   November 2000 - February 2010
Darwin Networks  September 1999 - October 2000
Community Physicians Network  February 1998 - August 1999
YUM Brands (KFC Division)   March 1997 - February 1998
Bank of  September 1992 - March 1997

Education
University of Louisville   1997 — 1999
MBA, MBA

Spring Hill College   1988 — 1991
BS

CFA Institute
Masters, Level 3 Candidate

Experience
Hilliard Lyons   October 2014 - Present
MacLellan Integrated Services,  April 2013 - October 2014
Toyota Motor Manufacturing Kentucky  February 2012 - April 2013
Dell  December 2010 - February 2012
CARQUEST  March 2006 - December 2010
IBM Global Services  February 2001 - March 2006
Fox International Ltd., Inc.   January 2000 - January 2001

Skills
Visio, Vendor Management, Networking, SharePoint, Management, SDLC, Technical Support, Integration, Active Directory, Process Improvement, Requirements Analysis, Training, Sales, VMware, Databases, Software Documentation, Hardware, Business Analysis, ITIL, Unix, Disaster Recovery, Information Technology, SQL, Troubleshooting, Access, Security, VPN, Windows Server, IT Service Management, Microsoft Exchange, Windows, Computer Hardware, Microsoft SQL Server, XP, Windows 7, System Administration, Servers, Data Center, Software Installation, Help Desk Support, IT Management, Virtualization, Citrix, Operating Systems, System Deployment, IT Operations, Network Administration, Cisco Technologies, Laptops, TCP/IP

Education
North Carolina State University
Bachelor of Science (B.S.), Business Administration, Management and Operations

Experience
Santander Consumer USA Inc.  June 2015 - Present
Lennox International  June 2014 - August 2014
Hilliard Lyons   June 2013 - January 2014
Morgan Stanley  June 2012 - August 2012
Louisville Boat Club  May 2011 - August 2012
Menzel Tennis Instruction   May 2011 - August 2012

Education
Southern Methodist University - Cox School of Business   2011 — 2015
Bachelor of Business Administration (BBA), Finance

duPont Manual High School - Louisville, Kentucky   2007 — 2011
Diploma - Advanced Program

Experience
Wells Fargo Advisors, LLC  February 2014 - Present
Hilliard Lyons   January 2006 - February 2014
Smith Barney  April 2001 - January 2006

Skills
Public Speaking, Retirement Planning, Customer Service, Investments, Asset Allocation, Financial Planning, Retirement, Strategic Planning, Team Building, Finance

Education
Saginaw Valley State University   1993 — 1996
Bachelors

Experience
CDK Global  2015 - Present
Huron Consulting Group  2014 - 2015
Hilliard Lyons   2014 - 2014
Madison Street Capital  2013 - 2013
Technomic Asia   2012 - 2013
Oranim Educational Initiatives, Ltd.   2011 - 2012

Skills
Marketing Strategy, PowerPoint, Microsoft Excel, Social Media, International Market..., Growth Strategies, Market Research, Acquisition Integration, Business Development, Leadership, Data Analysis, Research, Recruiting, Marketing, Business Strategy, Analysis, Financial Modeling, Financial Analysis, Mergers & Acquisitions

Education
The Ohio State University - The Max M. Fisher College of Business   2013 — 2014
Master's Degree, Corporate Finance

University of Illinois at Urbana-Champaign   2007 — 2011
Bachelor's Degree, European History

Experience
IHS  March 2014 - Present
IHS  March 2012 - March 2014
Thomson Reuters  May 2011 - November 2012
Invesco  March 2010 - December 2010
Wilmington Trust  February 2008 - February 2010
Bank of New York Mellon  September 2007 - February 2008
Hilliard Lyons   March 2006 - June 2007
Morgan Stanley Smith Barney  May 2005 - January 2006
Scottrade  May 2004 - February 2005
GE Energy Financial Services  March 2003 - December 2003

Skills
Training & Development, Oil & Gas Exploration, Oil & Gas Industry, Energy, Portfolio Management, Business Analysis, SAP R/3, Finance, Strategic Financial..., Training, Access, Financial Reporting, Microsoft Office, Business Process, Investment Advisory, Alternative Investments, Resource Management, Tax Preparation, Financial Planning, Marketing Communications, Bloomberg Terminal, Reuters, XBRL, HTML, Listening Skills, Proactivity, Cost Efficiency, Taxonomy, SEC compliance, Regulatory Requirements, Natural Gas, Company Valuation, Project Management, Strategy, CRM

Education
University of tulsa   2014 — 2016
Master of Energy Business, Energy

The University of Texas at Austin - Red McCombs School of Business   2013 — 2015
Executive Energy Certificate Program, Energy

Wilmington College   2008 — 2010
MBA, Finance

Wilmington University, Delaware   2008 — 2010
MBA, Finance

Indiana University   1999 — 2005
Bachelor of Science, Finance

New Albany High School   1997 — 1999
HS Diploma, Accounting

Experience
Vertafore  May 2014 - Present
Vertafore  April 2013 - May 2014
Vertafore  April 2012 - March 2013
Vertafore  June 2009 - April 2012
Kaplan Compliance Solutions  September 2007 - June 2009
Hilliard Lyons   July 2006 - September 2007

Skills
Insurance, Salesforce.com, Call Center, SaaS, SQL, Leadership, Account Management, Team Building, Customer Service, Business Analysis, Process Improvement, Call Centers, Troubleshooting, Software Documentation, Analysis, Databases, Management, Product Management, Strategic Planning, Team Leadership, Outsourcing, Access, Customer Satisfaction, Testing, Software Implementation, Requirements Analysis, Teamwork, CRM, Quality Assurance, Microsoft Excel, Accounting, Business Process, Technical Support, Requirements Gathering, Integration, Training, Software Development, Vendor Management

Education
Purdue University - Krannert School of Management   2000 — 2004
Bachelor of Science in Management, Business/Commerce, General

Experience
First Kentucky Securities Corporation  November 2005 - Present
Advest, Inc.   October 1994 - November 2005
Hilliard Lyons   August 1990 - October 1994

Skills
Strategic Planning, Team Building, Budgets, Sales, Customer Service, Microsoft Excel, Microsoft Word, Negotiation, PowerPoint, Microsoft Office, New Business Development, Account Management, Marketing, Sales Management, Outlook, Contract Negotiation, Investments, Financial Analysis, Insurance, Business Planning, Risk Management, Leadership, Strategic Financial..., Banking, Business Development, Financial Modeling, Portfolio Management, Mutual Funds, Retirement Planning, Asset Management, Wealth Management, Finance

Education
University of Kentucky   1980 — 1982
Bachelor of Business Administration (B.B.A.), BS Business Administration

St. Xavier High School, Louisville, Kentucky   1971 — 1975

Experience
Travelers  January 2015 - Present
Jefferson National  October 2012 - January 2015
Hilliard Lyons   February 2012 - May 2012
Arkansas Capital Corporation  May 2011 - August 2011
Simply Home Lending, Inc.   2010 - 2010
Pleasant Valley Country Club  May 2004 - May 2007

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, SPSS, Keynote, iWork, Entrepreneurship, Time Management, Program Management, Series 6, Life Insurance, Series 63, Account Management, Customer Service, Sales, Sales Operations

Education
University of Arkansas at Fayetteville   2007 — 2011
BS, Business Administration/Entrepreneurship, Marketing

Experience
Hardy Reed, LLC   March 2012 - Present
Ken Mathis & Associates   October 2009 - March 2012
Valhalla Capital Partners, LLC   December 2005 - December 2011
Hilliard Lyons Asset Management   September 2002 - April 2006
Hilliard Lyons   June 1999 - August 2002
Morgan Keegan  June 1987 - May 1999
The Robinson-Humphrey Company  January 1985 - March 1986
Merrill Lynch  1983 - 1985
Merrill Lynch  1981 - 1983

Skills
Investment Advisory, Business Strategy, Strategic Planning, Sales Management, Management, P&L Management, Fiduciary Management, Business Analysis, Growth Strategies, Revenue & Profit Growth, Communication, Project Management, Product Management, Problem Solving, Organizational..., Thought Leadership, Strategic Leadership, Cross-functional Team..., Change Management, Coaching, Simplifying the Complex, Organizational..., New Business Development, Staff Development, High Performance Teams, Performance Management, Recruiting, Training & Development, Competitive Intelligence, Competitive Marketing..., Competitive..., Competitive Advantage, Business Analytics, Entrepreneurship, Collaborative Leadership, Customer Driven, Success Driven, Challenge Driven, Investments, Asset Management, Financial Services, Portfolio Management, Mutual Funds, Wealth Management, Finance, Leadership

Education
The University of Memphis   1976 — 1980
B.B.A., Business, Management, Marketing

fi360   2012 — 2012
AIFA®, (Accredited Investment Fiduciary Analyst®), Investment Fiduciary Responsibility

Robert Morris University   2013 — 2013
PPC™ - Professional Plan Consultant, Retirement Plans

University of Pennsylvania - The Wharton School   1986 — 1986
Executive Education, Pension & Investment Management

Experience
University of Louisville  December 2012 - Present
Kindred Healthcare  May 2006 - November 2012
ITT Technical Institute  May 2002 - December 2011
Hilliard Lyons   May 2000 - June 2002

Skills
Learning Management..., SCORM, HTML, ActionScript, SQL, XML, CMS, Captivate, E-Learning, CSS3, HTML 5, Moodle, PHP, Distance Learning, Adult Education, Joomla, jquery, ASP, Perl Script, MSSQL, Crystal Reports, IIS, Plone, Leadership, Training, Learning Management, Web Design, Higher Education, ADDIE, Microsoft SQL Server, Integration, CSS, jQuery

Education
Webster   2005 — 2015
MA, ITM

Spalding University   1989 — 1993
Bachelor of Arts (BA), Biology, Chemistry

Jeffersontown High School   1977 — 1982

Woodbury HS

Experience
Morgan Stanley  June 2014 - Present
Morgan Stanley  June 2013 - August 2013
Marshal L. Salant Investment Team   March 2012 - July 2013
Hilliard Lyons   June 2012 - August 2012
Johns Hopkins University  January 2012 - April 2012
Merrill Lynch  January 2012 - April 2012

Skills
Financial Modeling, Valuation, Economics, Investments, Capital Markets, Portfolio Management, Fixed Income, DCF Valuation, Financial Markets, Investment Banking, Finance, Mergers & Acquisitions

Education
The Johns Hopkins University   2010 — 2014
Bachelor of Arts, Economics; Financial Economics

Experience
Hilliard Lyons   June 2013 - Present
INVESCO  November 2007 - June 2013
SEIRD   April 2004 - August 2007
University of Kentucky Athletics Department  August 2000 - June 2001

Skills
Public Relations, Marketing, Management, Media Relations, Investments, Sales, Strategic Planning

Education
Bellarmine University   2009 — 2011
Master of Business Administration (MBA)

University of Kentucky   1996 — 2000
Bachelor of Arts (BA), Journalism

Experience
Allstate  August 2014 - Present
Old National Bank  March 2002 - August 2014
Hub Printing   1981 - 2006
Hilliard Lyons   2000 - 2002
NatCity Investments  1998 - 2001
JTA Business Forms   1991 - 1998

Skills
Loans, Commercial Lending, Finance, Credit, Banking, Credit Analysis, Consumer Lending, Small Business Lending, Commercial Banking, Mortgage Lending, Portfolio Management, Mortgage Banking, Underwriting, Loan Origination, Lines Of Credit, Financial Analysis, Retail Banking, Credit Risk, Risk Management, Due Diligence, Investments, Asset Management, Financial Risk, Small Business, Cash Management, Commercial Mortgages, Treasury Management, Real Estate, Insurance, Property & Casualty..., Licensed Property &..., Homeowners Insurance, Motorcycle Insurance, Liability Insurance, Term Life Insurance, Life Insurance, Commercial Insurance, Customer Service, Small Business Insurance, Renters Insurance, Liability, Homeowners, Management, Financial Services, Sales, Strategic Planning, Financial Planning, Team Building, Leadership, Retirement Planning

Education
Southern Illinois University, Edwardsville   2003 — 2008
MBA, Business, Management, Marketing, and Related Support Services

University of Illinois at Urbana-Champaign   1977 — 1981
Bachelor of Science (B.S.), Agricultural Science

Experience
Hilliard Lyons   February 2005 - Present
BB&T  August 2004 - January 2005
BB&T Asset Management  July 2002 - July 2004
Hilliard Lyons   June 1998 - June 2002
Morgan Keegan and Company  March 1997 - May 1998
J.C. Bradford and Company   November 1994 - February 1997

Education
Sewanee-The University of the South   1990 — 1994
Bachelor of Arts (B.A.), English

Bowling Green High School (Bowling Green, KY)   1986 — 1990
Comprehensive Degree

Experience
Capital Analysts Incorporated  August 2007 - Present
Fidelity Investments  October 2006 - August 2007
Hilliard Lyons   June 2003 - October 2005

Education
University of Kentucky   2000 — 2004
BBA, Finance & Management

Experience
Microsoft Online Services   November 2014 - Present
Project 770   April 2013 - Present
Hilliard Lyons   April 2008 - March 2013
Appriss  April 2007 - January 2008
American Fuji Seal  September 2003 - March 2007

Skills
Windows 7, Desktop Computers, Help Desk Support, Network Administration, Microsoft Office, Windows XP Pro, Active Directory, Desktop Deployment, Microsoft Office 2003, Desktop Application..., Network Security, Wireless Networking, Windows 2000, Microsoft Office 2007, Rollout, Office 365, Microsoft Exchange, Cloud Computing, Mobile Devices, Windows 8

Education
Sullivan University   1998 — 1999

R.E.T.S. Electronic Institute   1993 — 1995
Associate of Science (A.S.), Eletronic Engineering Technology

Experience
Walters, Meadows, Richardson, PLLC   August 2013 - Present
United States Attorney's Office  June 2012 - August 2012
Fayette County Commonwealth Attorney's Office  May 2011 - July 2011
Commonwealth of Kentucky  December 2009 - June 2010
Adkins Family and Cosmetic Dentistry   February 2009 - November 2009
Schaeffer's Investment Research  December 2006 - January 2009
Hilliard Lyons   August 2005 - November 2006

Skills
Investments, Equities, Financial Analysis, Due Diligence, Finance, Risk Management, Analysis, Derivatives, Portfolio Management, Hedge Funds, Bloomberg, Banking, Corporate Governance, Legal Writing, Civil Litigation

Education
University of Kentucky College of Law   2010 — 2013

Transylvania University   2000 — 2004
B.A, Economics and Business Administration

Experience
Booz Allen Hamilton  August 2010 - Present
GEICO  June 2009 - July 2009
Hilliard Lyons   2008 - 2008
William & Mary Career Center   2007 - 2008

Skills
Project Management, Management Consulting, Business Process..., Organizational Design, Program Management, IT Strategy, Business Transformation, Competitive Analysis, Analytics, Leadership, Analysis, Social Media, Microsoft Office, Public Speaking, Microsoft Excel, Research, Management, Event Planning, PowerPoint, Strategy, Editing

Education
University of Maryland - Robert H. Smith School of Business   2014 — 2017
Master of Business Administration (M.B.A.)

The College of William and Mary - The Mason School of Business   2006 — 2010
BBA, Marketing, Process Management & Consulting

Experience
Hilliard Lyons   January 2006 - Present

Skills
Investment Advisory, Mutual Funds, Retirement Planning, Wealth Management, Separately Managed..., Asset Allocation, Uniform Combined State..., Investment Strategies, Series 63, ETFs, Retirement, Investments, Alternative Investments, Investment Management, Series 65, Financial Advisory, 401k Rollovers, Portfolio Management, IRAs

Education
Purdue University   1991 — 1996
BA, History

Experience
Hilliard Lyons   November 2006 - Present
Northern Trust Securities, Inc.   March 2001 - November 2006
Piper Jaffray  September 1996 - March 2001

Skills
Securities, Securities Regulation, Investment Advisory, Series 7, Investment Advisers Act, Investment Company Act, FINRA, Mutual Funds, AML, Equities, SEC, Asset Managment, Series 63

Education
Quinlan School of Business, Loyola University Chicago
MBA, Economics/Accounting

Saint Louis University
AB, Arts and Sciences

University of Wisconsin-Madison
JD, Law

Experience
iPay Technologies  September 2014 - Present
iPay Technologies  September 2012 - September 2014
NPC  December 2009 - August 2012
Hilliard Lyons   June 2007 - December 2009
Academic Performance Institute   May 2005 - May 2007
TransDigital Solutions   May 2003 - May 2005

Skills
C#, .NET, Software Development, Visual Studio, SDLC

Education
University of Kentucky   1998 — 2003
BS, Computer Science

Experience
Incapital  July 2015 - Present
Incapital  September 2014 - Present
NorthStar Realty Securities, LLC   September 2013 - August 2014
Transamerica  January 2012 - September 2013
Hilliard Lyons   February 2010 - December 2011
John Hancock Life Insurance Company (U.S.A.)   May 2008 - April 2009
Huntington Investment Company  April 2007 - May 2008
Huntington National Bank  June 2004 - September 2006

Skills
Investments, Banking, Series 7, Series 63, Insurance, Securities, Fixed Annuities, Retirement Planning, Structured Products, Unit Investment Trusts, Variable Annuities, Microsoft Office, Sales, Research, Retail, Financial Analysis, Asset Managment, Credit, Risk Management, REIT, Finance

Education
Southern New Hampshire University   2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of Michigan   2003 — 2007
of LSA, Economics

Experience
Hilliard Lyons   November 1983 - April 2013
Atari  May 1982 - May 1983
Safeway Stores  1980 - 1982
Fireman's Fund Insurance Company  1978 - 1980
NCR Corporation  1968 - 1972
United States Marine Corps  1966 - 1968

Skills
Fortran, PHP, HTML, Unix Shell Scripting, Unix Operating Systems, cobol programming and..., IBM AIX, Linux, Requirements Analysis, Software Development, Technical Support, Training, COBOL, SQL, Databases, Troubleshooting

Education
San Francisco State University, College of Business   1973 — 1977
MBA, International banking and law

Experience
Kindred Healthcare  April 2015 - Present
Send Out Cards  May 2014 - Present
Ellis & Badenhausen Orthopaedics, P.S.C.   April 2011 - October 2014
Alpha Group USA (Mr Electric)   April 2013 - August 2013
Horton Fruit Company   July 2010 - April 2012
Hilliard Lyons   May 1998 - October 2008

Skills
ADP Payroll, Medical Transcription, Administrative..., Office Management, Outlook, Medical Records, Medical Terminology, Microsoft Word, Insurance, Customer Service, Microsoft Excel, Express Scribe, Human Resources, Healthcare, Management

Education
Spencerian College   2009 — 2010
Medical Transcription, Medical Transcription

Spencerian College   2009 — 2010
Medical Transcription Diploma, Medical Transription

Experience
Cabinet for Health and Family Services  August 2012 - Present
Government Capital   June 2010 - August 2012
INSTUTUTION OF PLASTIC SURGERY   May 2000 - March 2002
Hilliard Lyons   July 1997 - May 2000

Skills
Microsoft Office, Customer Relations, Excel, Customer Service, SQL

Education
Spencerian College   2006 — 2007
Associate of Arts (AA)

Spencerian College   1995 — 1997
Associate of Arts and Sciences (AAS)

Experience
Hilliard Lyons   First Vice-PresidentHilliard LyonsSeptember 1992 - October 2012

Education
Purdue University   1964 — 1968
BS Industrial Management, Business, 3.5 out of 4.0

Experience
Morgan Stanley Wealth Management  November 2013 - Present
Hilliard Lyons   April 1998 - March 2001
Putnam Investments  June 1993 - January 1998
Clarke Cooke House  May 1990 - September 1992

Education
Salve Regina University   1986 — 1990