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
Nick Martens Nick Martens's Hilliard Lyons Experience 2010 - 2012
Job Investment Analyst at Hantz Group
Industry Investment Management
Experience
Hantz Group 2013 - Present
NexGoal 2012 - 2013
Hilliard Lyons 2010 - 2012
Professional Ice Hockey Player 2005 - 2010
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
University of Michigan 2001 — 2005
Bachelor's Degree
Hantz Group 2013 - Present
NexGoal 2012 - 2013
Hilliard Lyons 2010 - 2012
Professional Ice Hockey Player 2005 - 2010
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
University of Michigan 2001 — 2005
Bachelor's Degree
Joseph Heintzman Joseph Heintzman's Hilliard Lyons Experience January 1995 - January 2004
Job Edward Jones, Financial Advisor
Industry Financial Services
Experience
Edward Jones May 2012 - Present
New Covenant Trust Co March 2010 - November 2011
New Covenant Trust Co., NA December 2006 - March 2010
Merrill Lynch January 2005 - November 2006
Hilliard Lyons January 1995 - January 2004
Hilliard Lyons January 1982 - January 1995
Skills
Policy, Regulatory Reporting, Tax, SEC reporting, Accounting Policy, SEC filings, Financial Planning, Asset Allocation
Education
University of Louisville
BSC, Accounting
Edward Jones May 2012 - Present
New Covenant Trust Co March 2010 - November 2011
New Covenant Trust Co., NA December 2006 - March 2010
Merrill Lynch January 2005 - November 2006
Hilliard Lyons January 1995 - January 2004
Hilliard Lyons January 1982 - January 1995
Skills
Policy, Regulatory Reporting, Tax, SEC reporting, Accounting Policy, SEC filings, Financial Planning, Asset Allocation
Education
University of Louisville
BSC, Accounting
W. Talbott Baldwin III's Hilliard Lyons Experience August 2009 - January 2010
Job Investment Banking Analyst at D.A. Davidson & Co.
Industry Investment Banking
Experience
D.A. Davidson & Co. Equity Capital Markets August 2013 - Present
PricewaterhouseCoopers, LLP August 2011 - July 2013
Blue & Co., LLC November 2010 - May 2011
Hilliard Lyons August 2009 - January 2010
Lakewood Lawn Care, LLC March 1999 - October 2008
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Financial Modeling, Due Diligence, SEC filings, Financial Services, GAAP, PGAAP, Financial Accounting, Restructuring, Corporate Finance, IPO, Capital Raising, Entrepreneurship, Financial Analysis, Asset Backed Financing, Securitization, Financial Reporting, Private Placements, Sarbanes-Oxley Act, Internal Controls
Education
University of Kentucky 2005 — 2010
BBA, Finance (Major); Economics (Minor)
University of Kentucky 2005 — 2010
BS, Accounting
D.A. Davidson & Co. Equity Capital Markets August 2013 - Present
PricewaterhouseCoopers, LLP August 2011 - July 2013
Blue & Co., LLC November 2010 - May 2011
Hilliard Lyons August 2009 - January 2010
Lakewood Lawn Care, LLC March 1999 - October 2008
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Financial Modeling, Due Diligence, SEC filings, Financial Services, GAAP, PGAAP, Financial Accounting, Restructuring, Corporate Finance, IPO, Capital Raising, Entrepreneurship, Financial Analysis, Asset Backed Financing, Securitization, Financial Reporting, Private Placements, Sarbanes-Oxley Act, Internal Controls
Education
University of Kentucky 2005 — 2010
BBA, Finance (Major); Economics (Minor)
University of Kentucky 2005 — 2010
BS, Accounting
Habby Bauer's Hilliard Lyons Experience 2000 - 2002
Job Vice President, Wealth Management Advisor at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Private Bank May 2015 - Present
International Bank 2014 - 2015
J.P. Morgan Private Bank October 2006 - December 2013
MB Financial Bank 2005 - 2006
BB&T 2002 - 2005
Hilliard Lyons 2000 - 2002
Skills
Wealth Management, Investments, Portfolio Management, Series 7, Fixed Income, Financial Analysis, Alternative Investments, Risk Management, Capital Markets, Series 63, Sales, Negotiation, Equities, Competitive Analysis, Asset Allocation, Investment Management, Financial Modeling, Mutual Funds, Credit Analysis, Corporate Finance, Sales Presentation..., Product Marketing, Financial Markets, Strategic Financial..., Derivatives, Sales Presentations, Securities, RFP Generation, Project Management, Financial Planning, Business Process..., Strategic Consulting, Operational Planning
Education
University of Kentucky 1994 — 1999
Bachelor of Arts
Fifth Third Private Bank May 2015 - Present
International Bank 2014 - 2015
J.P. Morgan Private Bank October 2006 - December 2013
MB Financial Bank 2005 - 2006
BB&T 2002 - 2005
Hilliard Lyons 2000 - 2002
Skills
Wealth Management, Investments, Portfolio Management, Series 7, Fixed Income, Financial Analysis, Alternative Investments, Risk Management, Capital Markets, Series 63, Sales, Negotiation, Equities, Competitive Analysis, Asset Allocation, Investment Management, Financial Modeling, Mutual Funds, Credit Analysis, Corporate Finance, Sales Presentation..., Product Marketing, Financial Markets, Strategic Financial..., Derivatives, Sales Presentations, Securities, RFP Generation, Project Management, Financial Planning, Business Process..., Strategic Consulting, Operational Planning
Education
University of Kentucky 1994 — 1999
Bachelor of Arts
Kirk Hoeppner's Hilliard Lyons Experience July 2014 - December 2014
Job Divisional Business Analyst
Industry Hospital & Health Care
Experience
Atria Senior Living December 2014 - Present
Hilliard Lyons July 2014 - December 2014
Hilliard Lyons June 2012 - July 2014
Skills
Business Analysis, Planning Budgeting &..., Pricing Strategy, Financial Analysis, Financial Statements, Microsoft Excel, Hyperion, Mutual Funds, Financial Markets, Market Research, Quantitative Research, Wealth Management..., Prime Brokerage, Morningstar
Education
University of Louisville
Master of Business Administration (M.B.A.)
University of Louisville 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Finance
Atria Senior Living December 2014 - Present
Hilliard Lyons July 2014 - December 2014
Hilliard Lyons June 2012 - July 2014
Skills
Business Analysis, Planning Budgeting &..., Pricing Strategy, Financial Analysis, Financial Statements, Microsoft Excel, Hyperion, Mutual Funds, Financial Markets, Market Research, Quantitative Research, Wealth Management..., Prime Brokerage, Morningstar
Education
University of Louisville
Master of Business Administration (M.B.A.)
University of Louisville 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Finance
Ferguson Cindy Ferguson Cindy's Hilliard Lyons Experience April 1996 - Present
Job Administrative Sales Assistant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons April 1996 - Present
Skills
Insurance, Microsoft Excel, Account Management, Administrative..., Microsoft Word, Microsoft Office, Outlook, Credit, PowerPoint, Time Management, Accounts Payable, Invoicing, Access, Teamwork, Team Building, Budgets, Strategic Planning, Marketing, Public Speaking, Event Planning, Management, Public Relations, Leadership Development
Education
University of Mississippi 1984 — 1986
Bachelor's degree, Accounting and Finance
Northwest Community College, Senatobia MS 1979 — 1981
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Hilliard Lyons April 1996 - Present
Skills
Insurance, Microsoft Excel, Account Management, Administrative..., Microsoft Word, Microsoft Office, Outlook, Credit, PowerPoint, Time Management, Accounts Payable, Invoicing, Access, Teamwork, Team Building, Budgets, Strategic Planning, Marketing, Public Speaking, Event Planning, Management, Public Relations, Leadership Development
Education
University of Mississippi 1984 — 1986
Bachelor's degree, Accounting and Finance
Northwest Community College, Senatobia MS 1979 — 1981
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Jeanna Pendleton's Hilliard Lyons Experience January 2015 - Present
Job Program Manager, FC Direct NonDiscretionary at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons January 2015 - Present
Northwestern Mutual July 2011 - December 2014
Hilliard Lyons June 2008 - July 2011
Hilliard Lyons April 2007 - June 2008
Skills
Mutual Funds, Retirement Planning, Marketing Communications, Finance, Financial Services, Marketing Strategy, Investments, Customer Service, Time Management, Marketing, Accounting, Microsoft Excel, Communication, Outlook, Program Management, Marketing Support, Disability Insurance, Licensed Life & Health..., Life Insurance, Investment Advisory, Insurance, Wealth Management, Series 63
Education
University of Louisville 2001 — 2006
Bachelors, Marketing
Floyd Central High School
Hilliard Lyons January 2015 - Present
Northwestern Mutual July 2011 - December 2014
Hilliard Lyons June 2008 - July 2011
Hilliard Lyons April 2007 - June 2008
Skills
Mutual Funds, Retirement Planning, Marketing Communications, Finance, Financial Services, Marketing Strategy, Investments, Customer Service, Time Management, Marketing, Accounting, Microsoft Excel, Communication, Outlook, Program Management, Marketing Support, Disability Insurance, Licensed Life & Health..., Life Insurance, Investment Advisory, Insurance, Wealth Management, Series 63
Education
University of Louisville 2001 — 2006
Bachelors, Marketing
Floyd Central High School
Brent Ditto, CFP, MBA's Hilliard Lyons Experience January 2008 - October 2014
Job Certified Financial Planner at Ditto Wealth Management
Industry Financial Services
Experience
Ditto Wealth Management November 2014 - Present
Hilliard Lyons January 2008 - October 2014
Hilliard Lyons January 2008 - October 2014
Hilliard Lyons October 2006 - January 2008
PNC May 2005 - October 2006
Morgan Stanley Wealth Management February 2004 - May 2006
Aegon 2002 - 2004
Education
Western Kentucky University 1998 — 2002
Bachelor of Science (BS), Business/Managerial Economics
University of Louisville 2002 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Ditto Wealth Management November 2014 - Present
Hilliard Lyons January 2008 - October 2014
Hilliard Lyons January 2008 - October 2014
Hilliard Lyons October 2006 - January 2008
PNC May 2005 - October 2006
Morgan Stanley Wealth Management February 2004 - May 2006
Aegon 2002 - 2004
Education
Western Kentucky University 1998 — 2002
Bachelor of Science (BS), Business/Managerial Economics
University of Louisville 2002 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Alice Eunsong Kim's Hilliard Lyons Experience August 2014 - December 2014
Job Student at University of Louisville
Industry Computer Software
Experience
Hilliard Lyons August 2014 - December 2014
GE Appliances August 2013 - December 2013
GE Appliances January 2013 - May 2013
Skills
Java, C, JavaScript, Programming, Software Development, Data Analysis, Matlab, Linux, Visual Basic, Testing
Education
University of Louisville 2012 — 2016
Bachelor's degree, Computer Engineering
Hilliard Lyons August 2014 - December 2014
GE Appliances August 2013 - December 2013
GE Appliances January 2013 - May 2013
Skills
Java, C, JavaScript, Programming, Software Development, Data Analysis, Matlab, Linux, Visual Basic, Testing
Education
University of Louisville 2012 — 2016
Bachelor's degree, Computer Engineering
Elizabeth Anne (Winters) Russell Elizabeth Anne (Winters) Russell's Hilliard Lyons Experience May 2008 - August 2008
Job Manager at PwC
Industry Management Consulting
Experience
PwC July 2015 - Present
PwC March 2014 - June 2015
EMC March 2013 - March 2014
EMC November 2009 - March 2014
National League of Junior Cotillions 2004 - 2014
EMC June 2011 - March 2013
EMC November 2009 - June 2011
Red F May 2009 - November 2009
Hilliard Lyons May 2008 - August 2008
Skills
Marketing, Project Management, Management Consulting, Business Process..., Data Analysis, SDLC, Six Sigma Yellow Belt..., Rational Requirements..., Cross-functional Team..., Vendor Management, Business Strategy, Change Management, CRM, Leadership, Business Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
Bachelor of Science, Business Administration
Queens University of Charlotte 2013 — 2015
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2005 — 2009
Scuola Lorenzo de' Medici
PwC July 2015 - Present
PwC March 2014 - June 2015
EMC March 2013 - March 2014
EMC November 2009 - March 2014
National League of Junior Cotillions 2004 - 2014
EMC June 2011 - March 2013
EMC November 2009 - June 2011
Red F May 2009 - November 2009
Hilliard Lyons May 2008 - August 2008
Skills
Marketing, Project Management, Management Consulting, Business Process..., Data Analysis, SDLC, Six Sigma Yellow Belt..., Rational Requirements..., Cross-functional Team..., Vendor Management, Business Strategy, Change Management, CRM, Leadership, Business Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
Bachelor of Science, Business Administration
Queens University of Charlotte 2013 — 2015
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2005 — 2009
Scuola Lorenzo de' Medici
Candice Cook's Hilliard Lyons Experience May 2013 - Present
Job Vice President Benefits Manager
Industry Human Resources
Experience
Hilliard Lyons May 2013 - Present
Mercer July 2008 - May 2013
Skills
Project Management, Financial Analysis, Data Analysis, Employee Benefits, Health Insurance, HR Consulting
Education
University of Louisville 2004 — 2008
Bachelor of Arts (B.A.), Mathematics
Hilliard Lyons May 2013 - Present
Mercer July 2008 - May 2013
Skills
Project Management, Financial Analysis, Data Analysis, Employee Benefits, Health Insurance, HR Consulting
Education
University of Louisville 2004 — 2008
Bachelor of Arts (B.A.), Mathematics
Joshua Etheridge Joshua Etheridge's Hilliard Lyons Experience March 2013 - May 2015
Job President at CLIENTEC, LLC
Industry Information Technology and Services
Experience
CLIENTEC, LLC August 2010 - Present
Hilliard Lyons March 2013 - May 2015
McDonald's Corporation January 2010 - March 2013
Skills
Customer Service, Time Management, Networking, Leadership, Management, Training, Teamwork, Troubleshooting, Public Speaking, Microsoft Office, Customer Relations, Data Entry, Social Media, Microsoft Office 2007, Excel, Administrative..., Marketing, Sales, Windows, Fundraising, Word, PowerPoint, Facebook, Dreamweaver, Social Networking, Technical Support, Cash Handling Experience, Computer Hardware, Photoshop, ServSafe, Windows 7, Computer Repair, Small Business IT..., Network Security, Network Administration, Laptops, Printers, Outlook, Information Technology, Small Business, Entrepreneurship, Routers, Hardware, Databases, Team Building, Operating Systems, HTML, Employee Training, Website Administration, Website Creation
Education
University of Phoenix 2014 — 2016
Bachelor's Degree, Computer and Information Systems Security/Information Assurance
University of Phoenix 2012 — 2014
Associate's Degree, Business Administration, Management and Operations
Lakeview High School 2006 — 2010
Diploma, High School/Secondary Diplomas and Certificates
CLIENTEC, LLC August 2010 - Present
Hilliard Lyons March 2013 - May 2015
McDonald's Corporation January 2010 - March 2013
Skills
Customer Service, Time Management, Networking, Leadership, Management, Training, Teamwork, Troubleshooting, Public Speaking, Microsoft Office, Customer Relations, Data Entry, Social Media, Microsoft Office 2007, Excel, Administrative..., Marketing, Sales, Windows, Fundraising, Word, PowerPoint, Facebook, Dreamweaver, Social Networking, Technical Support, Cash Handling Experience, Computer Hardware, Photoshop, ServSafe, Windows 7, Computer Repair, Small Business IT..., Network Security, Network Administration, Laptops, Printers, Outlook, Information Technology, Small Business, Entrepreneurship, Routers, Hardware, Databases, Team Building, Operating Systems, HTML, Employee Training, Website Administration, Website Creation
Education
University of Phoenix 2014 — 2016
Bachelor's Degree, Computer and Information Systems Security/Information Assurance
University of Phoenix 2012 — 2014
Associate's Degree, Business Administration, Management and Operations
Lakeview High School 2006 — 2010
Diploma, High School/Secondary Diplomas and Certificates
Lockyear Debbie's Hilliard Lyons Experience 1995 - 1996
Job Arts & Humanities K5 Teacher at Jefferson County Public Schools
Industry Education Management
Experience
Jefferson County Public Schools August 2006 - Present
Byck Elementary August 2004 - August 2006
Paint Spot 2001 - 2004
Stifel Financial Corp. 1996 - 1998
Hilliard Lyons 1995 - 1996
Dean Witter Reynolds October 1992 - 1994
Skills
Visual Arts, Teaching, Staff Development, Drama, Music, Curriculum Development, Dance, Educational Technology
Education
Indiana Wesleyan University 2006 — 2007
Rank 1, Waldorf/Steiner Teacher Education, k-5
Rudolf Steiner College - Sacremento, California 2004 — 2004
Summer Institute, Waldorf/Steiner Teacher Education, k-5
University of Louisville 2001 — 2004
Master's of Arts & Teaching, Elementary Education and Teaching, k-5
Southwestern Assemblies of God University 1987 — 1990
Business Administration and Management, General
Bellarmine University
Waldorf Inspired Teacher Training Institutes, Waldorf/Steiner Teacher Education, k-5
Kentahten Teacher Training
Waldorf Inspired teaching methods, k-5
Jefferson County Public Schools August 2006 - Present
Byck Elementary August 2004 - August 2006
Paint Spot 2001 - 2004
Stifel Financial Corp. 1996 - 1998
Hilliard Lyons 1995 - 1996
Dean Witter Reynolds October 1992 - 1994
Skills
Visual Arts, Teaching, Staff Development, Drama, Music, Curriculum Development, Dance, Educational Technology
Education
Indiana Wesleyan University 2006 — 2007
Rank 1, Waldorf/Steiner Teacher Education, k-5
Rudolf Steiner College - Sacremento, California 2004 — 2004
Summer Institute, Waldorf/Steiner Teacher Education, k-5
University of Louisville 2001 — 2004
Master's of Arts & Teaching, Elementary Education and Teaching, k-5
Southwestern Assemblies of God University 1987 — 1990
Business Administration and Management, General
Bellarmine University
Waldorf Inspired Teacher Training Institutes, Waldorf/Steiner Teacher Education, k-5
Kentahten Teacher Training
Waldorf Inspired teaching methods, k-5
Nicole Gopoian JD, CFP® Nicole Gopoian JD, CFP®'s Hilliard Lyons Experience March 2013 - January 2015
Job Advisor at Planning Alternatives
Industry Financial Services
Experience
Planning Alternatives January 2015 - Present
Hilliard Lyons March 2013 - January 2015
CIG Corp. May 2012 - February 2013
Comerica Bank June 2011 - May 2012
UBS Wealth Management July 2009 - June 2011
UBS Wealth Management July 2007 - June 2009
Skills
Wealth Management, Series 7, Strategic Financial..., Financial Analysis, Investments, Wealth Management..., Retirement Planning, Financial Modeling
Education
Wayne State University Law School 2003 — 2006
Juris Doctor, Cum Laude
University of Michigan 1999 — 2003
Bachelor of Arts, Economics
Planning Alternatives January 2015 - Present
Hilliard Lyons March 2013 - January 2015
CIG Corp. May 2012 - February 2013
Comerica Bank June 2011 - May 2012
UBS Wealth Management July 2009 - June 2011
UBS Wealth Management July 2007 - June 2009
Skills
Wealth Management, Series 7, Strategic Financial..., Financial Analysis, Investments, Wealth Management..., Retirement Planning, Financial Modeling
Education
Wayne State University Law School 2003 — 2006
Juris Doctor, Cum Laude
University of Michigan 1999 — 2003
Bachelor of Arts, Economics
Casey LaRue's Hilliard Lyons Experience May 2011 - April 2012
Job Marketing
Industry Marketing and Advertising
Experience
Coding Dojo January 2015 - March 2015
North Star Investment Management January 2014 - December 2014
North Star Investment Management Corp November 2012 - December 2013
Hilliard Lyons May 2011 - April 2012
State Street Bank August 2009 - April 2011
General Electric December 2007 - May 2009
University of Louisville December 2007 - January 2009
Kindred Healthcare August 2006 - September 2007
Masonic Homes of Kentucky April 2005 - September 2006
Skills
Marketing, Finance, CRM, Project Management, CSS, Marketing Communications, Leadership, Superior Client Service, Data Analysis, Relationship Management, WordPress, Business Analysis, Investment Management, HTML, Analytics, Process Improvement, Reporting & Analysis, Bloomberg, Financial Analysis, Report Design, InDesign, Contract Negotiation, Strategy, Competitive Analysis, Photoshop, Microsoft Office, Customer Service, Social Media
Education
University of Louisville 2004 — 2009
Bachelor's Degree, Finance, Accounting, and Economics / Minor: Mathematics, Overall GPA: 3.5 / Finance GPA: 4.0
Shelby County High 2000 — 2004
Coding Dojo 2015 — 2015
Full Stack Engineering
CFA Institute 2013 — 2013
Chartered Financial Analyst Program
Coding Dojo January 2015 - March 2015
North Star Investment Management January 2014 - December 2014
North Star Investment Management Corp November 2012 - December 2013
Hilliard Lyons May 2011 - April 2012
State Street Bank August 2009 - April 2011
General Electric December 2007 - May 2009
University of Louisville December 2007 - January 2009
Kindred Healthcare August 2006 - September 2007
Masonic Homes of Kentucky April 2005 - September 2006
Skills
Marketing, Finance, CRM, Project Management, CSS, Marketing Communications, Leadership, Superior Client Service, Data Analysis, Relationship Management, WordPress, Business Analysis, Investment Management, HTML, Analytics, Process Improvement, Reporting & Analysis, Bloomberg, Financial Analysis, Report Design, InDesign, Contract Negotiation, Strategy, Competitive Analysis, Photoshop, Microsoft Office, Customer Service, Social Media
Education
University of Louisville 2004 — 2009
Bachelor's Degree, Finance, Accounting, and Economics / Minor: Mathematics, Overall GPA: 3.5 / Finance GPA: 4.0
Shelby County High 2000 — 2004
Coding Dojo 2015 — 2015
Full Stack Engineering
CFA Institute 2013 — 2013
Chartered Financial Analyst Program
Bill Fuller's Hilliard Lyons Experience May 2008 - Present
Job Financial Consultant, Hilliard Lyons
Industry Financial Services
Joe Hedges's Hilliard Lyons Experience June 2004 - Present
Job Vice President Information Technology
Industry Financial Services
Experience
Hilliard Lyons June 2004 - Present
Skills
Process Improvement, Vendor Management, Data Center, Project Management, Strategic Planning, Team Leadership, Analysis, Project Planning, Call Center, Business Continuity, PMP, Information Technology, ITIL, Managed Services, Telecommunications, Infrastructure, IT Management, Leadership, Management, Disaster Recovery, Security
Education
University of Louisville
Hilliard Lyons June 2004 - Present
Skills
Process Improvement, Vendor Management, Data Center, Project Management, Strategic Planning, Team Leadership, Analysis, Project Planning, Call Center, Business Continuity, PMP, Information Technology, ITIL, Managed Services, Telecommunications, Infrastructure, IT Management, Leadership, Management, Disaster Recovery, Security
Education
University of Louisville
Steven Weyland, CFA's Hilliard Lyons Experience February 2004 - February 2006
Job Vice President/ Director, Southern Region Institution Division at RNC Genter Capital Management
Industry Investment Management
Experience
RNC Genter Capital Management October 2012 - Present
Laffer Associates February 2011 - July 2012
Kayne Anderson Rudnick February 2008 - February 2011
JP Morgan February 2007 - February 2008
Placemark Investments February 2006 - February 2007
Hilliard Lyons February 2004 - February 2006
BlackRock 2003 - 2003
Allianz Global Investors 1996 - 2002
Nicholas Applegate 1996 - 2001
PaineWebber 1991 - 1994
Skills
Investment Management..., High Net Worth..., Wealth Management, Separately Managed..., Investment Advisory, Training & Development, Strategy, Asset Management, Asset Allocation, Alternative Investments, Asset Managment, Financial Advisory, Investments, RIAs, Mutual Funds, institutional sales
Education
University of Kentucky 1982 — 1987
BBA, Marketing, Finance
Saint Xavier high school 1978 — 1982
RNC Genter Capital Management October 2012 - Present
Laffer Associates February 2011 - July 2012
Kayne Anderson Rudnick February 2008 - February 2011
JP Morgan February 2007 - February 2008
Placemark Investments February 2006 - February 2007
Hilliard Lyons February 2004 - February 2006
BlackRock 2003 - 2003
Allianz Global Investors 1996 - 2002
Nicholas Applegate 1996 - 2001
PaineWebber 1991 - 1994
Skills
Investment Management..., High Net Worth..., Wealth Management, Separately Managed..., Investment Advisory, Training & Development, Strategy, Asset Management, Asset Allocation, Alternative Investments, Asset Managment, Financial Advisory, Investments, RIAs, Mutual Funds, institutional sales
Education
University of Kentucky 1982 — 1987
BBA, Marketing, Finance
Saint Xavier high school 1978 — 1982
Jamarr Cox's Hilliard Lyons Experience May 2014 - Present
Job UI UX Designer / Web Designer at Hilliard Lyons
Industry Design
Experience
Hilliard Lyons May 2014 - Present
www.jamarrcoxcreative.com (portfolio site) January 2012 - Present
The Marketing Company February 2006 - May 2014
Yum! Brands October 2004 - November 2005
Courier Journal / Gannet November 1999 - October 2004
Skills
Graphic Design, Web Design, Web Development, Logo Design, Web Application Design, Photography, Publications, Posters, Advertising, Graphics, Layout, Creative Direction, Adobe Creative Suite, Multimedia, Photoshop, HTML, Pre-press, Online Advertising, Typography, Art Direction, Brochures, Illustration, Final Cut Pro, Dreamweaver, Mac, Copywriting, Email Marketing, Marketing, Project Management, Print Production Process, Application Development, Art, CSS, SEO, User Interface Design, Social Media, User Experience, JavaScript, Corporate Identity, Web Applications, Stationery, Information Graphics, Concept Development, Iconography, Creative Services, Communication Design, Animation, WordPress, jQuery
Education
JCTC 1995 — 1998
Associates degree, Commercial and Advertising Art, Humanities
University of Louisville
Hilliard Lyons May 2014 - Present
www.jamarrcoxcreative.com (portfolio site) January 2012 - Present
The Marketing Company February 2006 - May 2014
Yum! Brands October 2004 - November 2005
Courier Journal / Gannet November 1999 - October 2004
Skills
Graphic Design, Web Design, Web Development, Logo Design, Web Application Design, Photography, Publications, Posters, Advertising, Graphics, Layout, Creative Direction, Adobe Creative Suite, Multimedia, Photoshop, HTML, Pre-press, Online Advertising, Typography, Art Direction, Brochures, Illustration, Final Cut Pro, Dreamweaver, Mac, Copywriting, Email Marketing, Marketing, Project Management, Print Production Process, Application Development, Art, CSS, SEO, User Interface Design, Social Media, User Experience, JavaScript, Corporate Identity, Web Applications, Stationery, Information Graphics, Concept Development, Iconography, Creative Services, Communication Design, Animation, WordPress, jQuery
Education
JCTC 1995 — 1998
Associates degree, Commercial and Advertising Art, Humanities
University of Louisville
G. Michael Perros's Hilliard Lyons Experience October 1982 - February 2007
Job President, Registered Investment Advisor at Encompass Financial Advisors
Industry Investment Management
Experience
Encompass Financial Advisors April 2013 - Present
Stifel Financial Corp. February 2007 - April 2013
Hilliard Lyons October 1982 - February 2007
Skills
Portfolio Management, Asset Management, Equities, Financial Analysis, Fixed Income, Valuation, Hedge Funds, Mutual Funds, Bloomberg
Education
University of Kentucky 1976 — 2001
Bachelor of Applied Science (B.A.Sc.), Production Agriculture
Securities Industry Institute at the Wharton School 1994 — 1996
Encompass Financial Advisors April 2013 - Present
Stifel Financial Corp. February 2007 - April 2013
Hilliard Lyons October 1982 - February 2007
Skills
Portfolio Management, Asset Management, Equities, Financial Analysis, Fixed Income, Valuation, Hedge Funds, Mutual Funds, Bloomberg
Education
University of Kentucky 1976 — 2001
Bachelor of Applied Science (B.A.Sc.), Production Agriculture
Securities Industry Institute at the Wharton School 1994 — 1996
Creighton Benoit Creighton Benoit's Hilliard Lyons Experience November 2011 - May 2013
Job Southern Wine & Spirits
Industry Marketing and Advertising
Experience
Southern Wine & Spirits December 2014 - Present
Wine Rack March 2014 - December 2014
Hilliard Lyons Trust Company May 2013 - December 2014
Hilliard Lyons November 2011 - May 2013
Skills
Data Analysis, Sales, Customer Service, Marketing Strategy, Management, Marketing, Microsoft Office, Social Media, Event Planning, Account Management, Social Networking
Education
University of Louisville 2008 — 2011
Bachelor's degree, Commications
University of Mississippi 2006 — 2008
Southern Wine & Spirits December 2014 - Present
Wine Rack March 2014 - December 2014
Hilliard Lyons Trust Company May 2013 - December 2014
Hilliard Lyons November 2011 - May 2013
Skills
Data Analysis, Sales, Customer Service, Marketing Strategy, Management, Marketing, Microsoft Office, Social Media, Event Planning, Account Management, Social Networking
Education
University of Louisville 2008 — 2011
Bachelor's degree, Commications
University of Mississippi 2006 — 2008
Erik Bell's Hilliard Lyons Experience February 2008 - January 2015
Job Sr. Compliance Analyst at Hilliard Lyons
Industry Financial Services
Experience
Travelex March 2015 - Present
Hilliard Lyons February 2008 - January 2015
Skills
Securities, Series 7, FINRA, Mutual Funds, Series 63, Investment Advisory, Investments, Equities, Uniform Combined State..., Insurance, Due Diligence
Education
University of Kentucky 1993 — 2000
Bachelor's degree, Economics
Travelex March 2015 - Present
Hilliard Lyons February 2008 - January 2015
Skills
Securities, Series 7, FINRA, Mutual Funds, Series 63, Investment Advisory, Investments, Equities, Uniform Combined State..., Insurance, Due Diligence
Education
University of Kentucky 1993 — 2000
Bachelor's degree, Economics
J. Todd Flowers J. Todd Flowers's Hilliard Lyons Experience July 2007 - February 2011
Job Kindred Healthcare, Inc.
Industry Financial Services
Experience
Kindred Healthcare October 2014 - Present
Kindred Healthcare, Inc. June 2011 - October 2014
Hilliard Lyons July 2007 - February 2011
Skills
Investment Banking, Financial Planning, Financial Analysis, Financial Modeling, Finance, Corporate Finance, Valuation, Due Diligence, Capital Markets, Private Equity, Mergers, Financial Services, Series 7, Corporate Development, Healthcare, Strategy, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS Economics. Concentration in Finance., Finance
Kindred Healthcare October 2014 - Present
Kindred Healthcare, Inc. June 2011 - October 2014
Hilliard Lyons July 2007 - February 2011
Skills
Investment Banking, Financial Planning, Financial Analysis, Financial Modeling, Finance, Corporate Finance, Valuation, Due Diligence, Capital Markets, Private Equity, Mergers, Financial Services, Series 7, Corporate Development, Healthcare, Strategy, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS Economics. Concentration in Finance., Finance
Cary Urich Cary Urich's Hilliard Lyons Experience May 2001 - October 2010
Job Urich Financial Services, LLC
Industry Financial Services
Experience
Urich Financial Services, LLC November 2010 - Present
Raymond James Financial Services, Inc. October 2010 - October 2010
Hilliard Lyons May 2001 - October 2010
Quick & Reilly March 1993 - June 2001
Merrill Lynch 1991 - 1993
Skills
Investments, Retirement Planning, Strategic Financial..., Insurance, Estate Planning, New Business Development
Education
University of South Carolina-Columbia 1987 — 1990
BS, Business Administration
Urich Financial Services, LLC November 2010 - Present
Raymond James Financial Services, Inc. October 2010 - October 2010
Hilliard Lyons May 2001 - October 2010
Quick & Reilly March 1993 - June 2001
Merrill Lynch 1991 - 1993
Skills
Investments, Retirement Planning, Strategic Financial..., Insurance, Estate Planning, New Business Development
Education
University of South Carolina-Columbia 1987 — 1990
BS, Business Administration
Ben Greer's Hilliard Lyons Experience 1997 - 2000
Job
Industry Security and Investigations
Experience
Pragmatics, Inc. April 2012 - Present
Lantern Consulting Group LLC November 2006 - Present
Pragmatics, Inc. November 2009 - April 2012
Truestone Fed a Qivliq Company August 2008 - November 2009
TKC Technology Solutions, A Qivliq Company June 2008 - 2009
Pragmatics, Inc. September 2005 - June 2008
RGII Technologies/Department of Defense February 2004 - September 2005
Stanley Associates 2003 - 2003
Hilliard Lyons a PNC Bank Company 2000 - 2003
Hilliard Lyons 1997 - 2000
Skills
Security, Security Audits, Governance, Risk Assessment, Network Security, Vulnerability Management, Information Security, Vulnerability Assessment, Information Assurance, Computer Security, CISSP, Security Management, Firewalls, Security Architecture..., DIACAP, DoD, PKI, IT Audit
Education
University of Louisville
BS, Education
Pragmatics, Inc. April 2012 - Present
Lantern Consulting Group LLC November 2006 - Present
Pragmatics, Inc. November 2009 - April 2012
Truestone Fed a Qivliq Company August 2008 - November 2009
TKC Technology Solutions, A Qivliq Company June 2008 - 2009
Pragmatics, Inc. September 2005 - June 2008
RGII Technologies/Department of Defense February 2004 - September 2005
Stanley Associates 2003 - 2003
Hilliard Lyons a PNC Bank Company 2000 - 2003
Hilliard Lyons 1997 - 2000
Skills
Security, Security Audits, Governance, Risk Assessment, Network Security, Vulnerability Management, Information Security, Vulnerability Assessment, Information Assurance, Computer Security, CISSP, Security Management, Firewalls, Security Architecture..., DIACAP, DoD, PKI, IT Audit
Education
University of Louisville
BS, Education
Jordan Wolff's Hilliard Lyons Experience June 2012 - August 2012
Job Area Sales Manager at Dish Network
Industry Telecommunications
Experience
Dish Network June 2013 - Present
Hilliard Lyons June 2012 - August 2012
Kentuckiana Pool Management May 2011 - August 2012
JFCS June 2011 - August 2011
Skills
Marketing, Direct Sales, Microsoft Excel, Social Media, PowerPoint, Fundraising, Sports, Outgoing, Determined, Sales, Time Management, Lifeguarding, Facebook, Marketing Communications, Social Networking, Cpr Certified, Leadership, Customer Service, Microsoft Word, Public Relations, Organization, Staff Development, Non-profits, Sports Marketing, Microsoft Office, Public Speaking
Education
Indiana University 2009 — 2013
School; Bachelor of Science, Public and Environmental Affairs; Public Affairs; Management
Kentucky Country Day 1999 — 2009
University of New Haven
Cultural Experiences Abroad
Dish Network June 2013 - Present
Hilliard Lyons June 2012 - August 2012
Kentuckiana Pool Management May 2011 - August 2012
JFCS June 2011 - August 2011
Skills
Marketing, Direct Sales, Microsoft Excel, Social Media, PowerPoint, Fundraising, Sports, Outgoing, Determined, Sales, Time Management, Lifeguarding, Facebook, Marketing Communications, Social Networking, Cpr Certified, Leadership, Customer Service, Microsoft Word, Public Relations, Organization, Staff Development, Non-profits, Sports Marketing, Microsoft Office, Public Speaking
Education
Indiana University 2009 — 2013
School; Bachelor of Science, Public and Environmental Affairs; Public Affairs; Management
Kentucky Country Day 1999 — 2009
University of New Haven
Cultural Experiences Abroad
Jeslyn Monroe's Hilliard Lyons Experience February 2006 - Present
Job VP, Mutual Fund Operations Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons February 2006 - Present
Skills
Mutual Funds, Series 7, Financial Planning, Securities, Equities, Fixed Income, Collaborative Problem..., Relationship Building, Leadership
Education
University of Louisville 2000 — 2006
Bachelor of Arts (BA), Communications
Hilliard Lyons February 2006 - Present
Skills
Mutual Funds, Series 7, Financial Planning, Securities, Equities, Fixed Income, Collaborative Problem..., Relationship Building, Leadership
Education
University of Louisville 2000 — 2006
Bachelor of Arts (BA), Communications
Hart Rose's Hilliard Lyons Experience January 2012 - May 2012
Job Account Manager and Sales Representative at 4UMD
Industry Marketing and Advertising
Experience
4UMD April 2015 - Present
Tradesmen International, Inc. July 2013 - March 2015
Whitaker Bank Corporation of Kentucky May 2012 - July 2013
Hilliard Lyons January 2012 - May 2012
IMG November 2003 - March 2009
Skills
Wealth Management, Leadership, Customer Service, Management, Sales, New Business Development, Direct Sales, Recruiting, Corporate Communications, Strategic Planning, Sales Management
Education
University of Kentucky 2008 — 2012
Bachelor's Degree, Corporate Communications, Senior
4UMD April 2015 - Present
Tradesmen International, Inc. July 2013 - March 2015
Whitaker Bank Corporation of Kentucky May 2012 - July 2013
Hilliard Lyons January 2012 - May 2012
IMG November 2003 - March 2009
Skills
Wealth Management, Leadership, Customer Service, Management, Sales, New Business Development, Direct Sales, Recruiting, Corporate Communications, Strategic Planning, Sales Management
Education
University of Kentucky 2008 — 2012
Bachelor's Degree, Corporate Communications, Senior
Mike Brunson Mike Brunson's Hilliard Lyons Experience April 1991 - Present
Job SR VP BRANCH MANAGER at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons April 1991 - Present
Education
University of South Alabama
Bachelor's Degree, Business Administration
Hilliard Lyons April 1991 - Present
Education
University of South Alabama
Bachelor's Degree, Business Administration
John McIntosh's Hilliard Lyons Experience 2009 - Present
Job Hilliard Lyons McIntosh Ditto Wealth Advisory Group Financial Consultant, Senior Vice President
Industry Financial Services
Experience
Hilliard Lyons 2009 - Present
UBS October 2002 - March 2009
Salomon Smith Barney 1986 - 2002
IBM 1983 - 1986
Education
University of Kentucky 1976 — 1981
Bachelor of Business Administration (B.B.A.), Management
Lexington Catholic High School 1974 — 1976
Hilliard Lyons 2009 - Present
UBS October 2002 - March 2009
Salomon Smith Barney 1986 - 2002
IBM 1983 - 1986
Education
University of Kentucky 1976 — 1981
Bachelor of Business Administration (B.B.A.), Management
Lexington Catholic High School 1974 — 1976
Allyson Wolfe, SPHR, SHRM-SCP's Hilliard Lyons Experience July 2015 - Present
Job Senior Vice President Director, Human Resources
Industry Human Resources
Experience
Hilliard Lyons July 2015 - Present
LSHRM January 2014 - Present
Norton Healthcare July 2009 - October 2012
Kindred Healthcare May 2004 - December 2008
Prolift Industrial Equipment November 2002 - May 2004
Humana 1998 - 2002
SHPS October 1995 - December 1998
River City Properties May 1994 - October 1995
Skills
Human Resources, Recruiting, Employee Relations, Employee Benefits, Strategy, Leadership, Benefits Administration, Onboarding, Leadership Development, Employee Engagement, Management, Deferred Compensation, Workforce Planning, Performance Management, FMLA, Applicant Tracking..., Labor Relations, Affirmative Action, Strategic Planning, Succession Planning, Payroll, New Hire Orientations, HRIS, HR Policies, Organizational..., Talent Acquisition, Talent Management, Talent Planning, Plannning, Team Building
Education
University of Louisville/University of Kentucky 2014 — 2015
Master of Business Administration (M.B.A.)
University of Louisville
BSBA, Human Resources
Hilliard Lyons July 2015 - Present
LSHRM January 2014 - Present
Norton Healthcare July 2009 - October 2012
Kindred Healthcare May 2004 - December 2008
Prolift Industrial Equipment November 2002 - May 2004
Humana 1998 - 2002
SHPS October 1995 - December 1998
River City Properties May 1994 - October 1995
Skills
Human Resources, Recruiting, Employee Relations, Employee Benefits, Strategy, Leadership, Benefits Administration, Onboarding, Leadership Development, Employee Engagement, Management, Deferred Compensation, Workforce Planning, Performance Management, FMLA, Applicant Tracking..., Labor Relations, Affirmative Action, Strategic Planning, Succession Planning, Payroll, New Hire Orientations, HRIS, HR Policies, Organizational..., Talent Acquisition, Talent Management, Talent Planning, Plannning, Team Building
Education
University of Louisville/University of Kentucky 2014 — 2015
Master of Business Administration (M.B.A.)
University of Louisville
BSBA, Human Resources
David Peden, CFA's Hilliard Lyons Experience January 2006 - February 2009
Job CIO at Kentucky Retirement Systems
Industry Investment Management
Experience
Kentucky Retirement Systems January 2014 - Present
Kentucky Retirement Systems March 2009 - December 2013
Hilliard Lyons January 2006 - February 2009
Prisma Capital Partners June 2004 - December 2005
AEGON USA Investment Management LLC October 2000 - May 2004
ARM Financial Group May 1999 - October 2000
Prudential Financial July 1998 - February 1999
Skills
Institutional Portfolio..., Investment manager due..., Asset allocation..., Fixed Income Portfolio..., Fixed Income Trading, Cash Management
Education
University of Louisville 1999 — 2001
MBA
Western Kentucky University 1994 — 1998
B.S., Finance
Kentucky Retirement Systems January 2014 - Present
Kentucky Retirement Systems March 2009 - December 2013
Hilliard Lyons January 2006 - February 2009
Prisma Capital Partners June 2004 - December 2005
AEGON USA Investment Management LLC October 2000 - May 2004
ARM Financial Group May 1999 - October 2000
Prudential Financial July 1998 - February 1999
Skills
Institutional Portfolio..., Investment manager due..., Asset allocation..., Fixed Income Portfolio..., Fixed Income Trading, Cash Management
Education
University of Louisville 1999 — 2001
MBA
Western Kentucky University 1994 — 1998
B.S., Finance
James Bardenwerper's Hilliard Lyons Experience May 2013 - August 2013
Job Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2014 - Present
Investment Analysis and Portfolio Management Practicum January 2014 - May 2014
Hilliard Lyons May 2013 - August 2013
Education
University of Kentucky 2010 — 2014
Bachelor of Business Administration (BBA), Major: Finance Minor: International Business, Magna Cum Laude
Wissenschaftliche Hochschule für Unternehmensführung - Otto-Beisheim - Hochschule
Finance, General
St. Xavier High School. Louisville, KY 2006 — 2010
SunTrust Robinson Humphrey June 2014 - Present
Investment Analysis and Portfolio Management Practicum January 2014 - May 2014
Hilliard Lyons May 2013 - August 2013
Education
University of Kentucky 2010 — 2014
Bachelor of Business Administration (BBA), Major: Finance Minor: International Business, Magna Cum Laude
Wissenschaftliche Hochschule für Unternehmensführung - Otto-Beisheim - Hochschule
Finance, General
St. Xavier High School. Louisville, KY 2006 — 2010
Grant Barnes's Hilliard Lyons Experience June 2014 - August 2014
Job Intern at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Hilliard Lyons June 2014 - August 2014
Professional Pool Management May 2012 - August 2013
Schiller, Osbourn, Barnes, & Maloney PLLC May 2009 - August 2009
Skills
Series 7, Investments, Financial Analysis, Financial Modeling, Fruity Loops, Mutual Funds, Social Media, Teamwork
Education
University of Kentucky 2013 — 2014
Accounting and Finance, Junior
Saint Xavier High School 2008 — 2012
Morgan Stanley May 2015 - Present
Hilliard Lyons June 2014 - August 2014
Professional Pool Management May 2012 - August 2013
Schiller, Osbourn, Barnes, & Maloney PLLC May 2009 - August 2009
Skills
Series 7, Investments, Financial Analysis, Financial Modeling, Fruity Loops, Mutual Funds, Social Media, Teamwork
Education
University of Kentucky 2013 — 2014
Accounting and Finance, Junior
Saint Xavier High School 2008 — 2012
Patrick Just's Hilliard Lyons Experience March 2010 - June 2013
Job Chief Financial Officer at Rough Country
Industry Automotive
Experience
Rough Country June 2013 - Present
Hilliard Lyons March 2010 - June 2013
Packstream September 2007 - December 2011
Skills
Strategy, Valuation, Financial Modeling, Start-ups, Mergers & Acquisitions, Venture Capital, P&L Financial Management, Finance, Competitive Analysis, Entrepreneurship, Investment Banking
Education
University of Louisville 2007 — 2009
MBA, Entrepreneurship
University of Louisville 2004 — 2006
B.S., Business Administration, Finance
Rough Country June 2013 - Present
Hilliard Lyons March 2010 - June 2013
Packstream September 2007 - December 2011
Skills
Strategy, Valuation, Financial Modeling, Start-ups, Mergers & Acquisitions, Venture Capital, P&L Financial Management, Finance, Competitive Analysis, Entrepreneurship, Investment Banking
Education
University of Louisville 2007 — 2009
MBA, Entrepreneurship
University of Louisville 2004 — 2006
B.S., Business Administration, Finance
Earl Reed Earl Reed's Hilliard Lyons Experience April 2015 - Present
Job Cloud Ops Manager at Hilliard Lyons
Industry Information Technology and Services
Experience
Hilliard Lyons April 2015 - Present
Hilliard Lyons February 2014 - April 2015
American Federation of Teachers February 2003 - February 2014
Artisys Corporation June 2001 - February 2003
Resource Company 1999 - 2001
Titan Insurance 1996 - 1998
Skills
Program Management, Project Management, Databases, Business Intelligence, SQL, Database Admin, Management, Leadership, Strategic Planning, Process Improvement, Project Planning, Team Leadership, Team Building, Change Management, Nonprofits, iRise, Software Development, Integration
Education
Mary Washington College
Hilliard Lyons April 2015 - Present
Hilliard Lyons February 2014 - April 2015
American Federation of Teachers February 2003 - February 2014
Artisys Corporation June 2001 - February 2003
Resource Company 1999 - 2001
Titan Insurance 1996 - 1998
Skills
Program Management, Project Management, Databases, Business Intelligence, SQL, Database Admin, Management, Leadership, Strategic Planning, Process Improvement, Project Planning, Team Leadership, Team Building, Change Management, Nonprofits, iRise, Software Development, Integration
Education
Mary Washington College
Steve Aldridge's Hilliard Lyons Experience 1998 - 2002
Job Chief Investment Officer at Sterling Financial Group Ltd.
Industry Investment Management
Experience
Sterling Financial Group Ltd. 2012 - Present
PNC Wealth Management 2009 - 2012
National City Bank 2004 - 2009
Stock Yards Bank & Trust 2002 - 2004
Hilliard Lyons 1998 - 2002
Hilliard Lyons 1994 - 1998
Liberty National Bank & Trust 1990 - 1994
Skills
Portfolio Management, Investment Management, Asset Managment, Investment Strategies, Fixed Income Analysis, Asset Allocation, Equity Research, Personal Finance, Financial Modeling, Economic Research, Microsoft Excel, VBA, iWork, Solve360, Investment Policy..., Trust Management, Management, Equities, Financial Risk, Forecasting, Securities, Trust Services, Asset Management, Retirement Planning, Bonds, Investments
Education
University of Louisville
BSBA, Finance
DeSales
Sterling Financial Group Ltd. 2012 - Present
PNC Wealth Management 2009 - 2012
National City Bank 2004 - 2009
Stock Yards Bank & Trust 2002 - 2004
Hilliard Lyons 1998 - 2002
Hilliard Lyons 1994 - 1998
Liberty National Bank & Trust 1990 - 1994
Skills
Portfolio Management, Investment Management, Asset Managment, Investment Strategies, Fixed Income Analysis, Asset Allocation, Equity Research, Personal Finance, Financial Modeling, Economic Research, Microsoft Excel, VBA, iWork, Solve360, Investment Policy..., Trust Management, Management, Equities, Financial Risk, Forecasting, Securities, Trust Services, Asset Management, Retirement Planning, Bonds, Investments
Education
University of Louisville
BSBA, Finance
DeSales
L Michele Robbins's Hilliard Lyons Experience April 1984 - March 1994
Job Vice President, Client and Consultant Relations at River Road Asset Management
Industry Investment Management
Experience
River Road Asset Management, LLC March 2007 - Present
JPMorgan Chase April 2002 - March 2007
SMC Capital, Inc. October 2000 - January 2002
Aquila Management September 1995 - October 2000
Hilliard Lyons April 1984 - March 1994
Education
University of Kentucky
River Road Asset Management, LLC March 2007 - Present
JPMorgan Chase April 2002 - March 2007
SMC Capital, Inc. October 2000 - January 2002
Aquila Management September 1995 - October 2000
Hilliard Lyons April 1984 - March 1994
Education
University of Kentucky
James R. Wombles, Jr.'s Hilliard Lyons Experience 2004 - 2006
Job Regional Brokerage Manager, SVP, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2012 - Present
SeaCrest Wealth Management 2009 - March 2012
Citi Global Markets / Smith Barney 2006 - 2009
Hilliard Lyons 2004 - 2006
Morgan Stanley 2002 - 2004
Morgan Stanley 2000 - 2002
Morgan Stanley 1996 - 2000
Skills
Series 7, Leadership, Relationship Management, Program Management, Wealth Management, Financial Advisory, Alternative Investments, Investment Advisory
Education
University of Kentucky
BBA
Wells Fargo Advisors, LLC March 2012 - Present
SeaCrest Wealth Management 2009 - March 2012
Citi Global Markets / Smith Barney 2006 - 2009
Hilliard Lyons 2004 - 2006
Morgan Stanley 2002 - 2004
Morgan Stanley 2000 - 2002
Morgan Stanley 1996 - 2000
Skills
Series 7, Leadership, Relationship Management, Program Management, Wealth Management, Financial Advisory, Alternative Investments, Investment Advisory
Education
University of Kentucky
BBA
Jacob Ebelhar's Hilliard Lyons Experience January 2007 - December 2007
Job Developer at Heartland Payment Systems
Industry Online Media
Experience
Heartland Payment Systems January 2015 - Present
Tech-Savvy Development and Solutions November 2012 - Present
Heartland Payment Systems June 2013 - December 2014
CBS Interactive January 2013 - June 2013
CBS Interactive January 2011 - January 2013
QSR Automations May 2008 - March 2009
Hilliard Lyons January 2007 - December 2007
Skills
C#, Visual Studio, XML, PHP, Symfony, Solr, JSON, MySQL, SQL, Subversion, Git, Agile Methodologies, REST, HTML, Software Development, Consulting, .NET, ASP.NET, Web Applications, Web Development
Education
University of Louisville 2005 — 2012
Master of Engineering (M.Eng.), Computer Engineering
Heartland Payment Systems January 2015 - Present
Tech-Savvy Development and Solutions November 2012 - Present
Heartland Payment Systems June 2013 - December 2014
CBS Interactive January 2013 - June 2013
CBS Interactive January 2011 - January 2013
QSR Automations May 2008 - March 2009
Hilliard Lyons January 2007 - December 2007
Skills
C#, Visual Studio, XML, PHP, Symfony, Solr, JSON, MySQL, SQL, Subversion, Git, Agile Methodologies, REST, HTML, Software Development, Consulting, .NET, ASP.NET, Web Applications, Web Development
Education
University of Louisville 2005 — 2012
Master of Engineering (M.Eng.), Computer Engineering
Samuel Salzman Samuel Salzman's Hilliard Lyons Experience June 2011 - August 2011
Job Financial Analyst at Capital One
Industry Financial Services
Experience
Capital One June 2014 - Present
Wells Fargo Advisors June 2013 - August 2013
Wells Fargo Advisors June 2012 - August 2012
Hilliard Lyons June 2011 - August 2011
Skills
Investments, Research, Microsoft Excel, Financial Modeling, Financial Analysis, PowerPoint, Series 7, Investment Banking, Bloomberg, Economics, Finance
Education
University of Michigan 2010 — 2014
duPont Manual High School 2006 — 2010
Capital One June 2014 - Present
Wells Fargo Advisors June 2013 - August 2013
Wells Fargo Advisors June 2012 - August 2012
Hilliard Lyons June 2011 - August 2011
Skills
Investments, Research, Microsoft Excel, Financial Modeling, Financial Analysis, PowerPoint, Series 7, Investment Banking, Bloomberg, Economics, Finance
Education
University of Michigan 2010 — 2014
duPont Manual High School 2006 — 2010
Jami Meeks's Hilliard Lyons Experience September 2011 - May 2012
Job Consultant at Humana
Industry
Rachael Hubbard, CPA's Hilliard Lyons Experience July 2015 - Present
Job Client Tax Specialist at Hilliard Lyons
Industry Accounting
Experience
Hilliard Lyons July 2015 - Present
Hilliard Lyons August 2013 - July 2015
Humana November 2012 - August 2013
Mountjoy Chilton Medley LLP 2006 - October 2012
Mercer 2005 - 2006
Sysco Foods 2003 - 2005
Skills
Accounting, Financial Reporting, Tax, GAAP, Internal Controls, Financial Accounting, Financial Statements, Corporate Tax, QuickBooks, Account Reconciliation, Tax Preparation, Journal Entries, Payroll
Education
University of Louisville 1999 — 2003
BS, Accountancy
Hilliard Lyons July 2015 - Present
Hilliard Lyons August 2013 - July 2015
Humana November 2012 - August 2013
Mountjoy Chilton Medley LLP 2006 - October 2012
Mercer 2005 - 2006
Sysco Foods 2003 - 2005
Skills
Accounting, Financial Reporting, Tax, GAAP, Internal Controls, Financial Accounting, Financial Statements, Corporate Tax, QuickBooks, Account Reconciliation, Tax Preparation, Journal Entries, Payroll
Education
University of Louisville 1999 — 2003
BS, Accountancy
Tim Harper, MBA's Hilliard Lyons Experience August 2000 - September 2003
Job Regional Vice President at Zacks Investment Management
Industry Financial Services
Experience
Zacks Investment Management March 2009 - Present
Ameriprise Financial September 2003 - March 2009
Kentucky State Board of Accountancy July 2004 - June 2008
Hilliard Lyons August 2000 - September 2003
PRP National Bank October 1999 - June 2000
Republic Bank February 1996 - October 1999
JP Morgan Chase October 1988 - February 1996
Skills
Strategic Financial..., Business Development, Investment Management, Loans, Estate Planning, Retirement Planning, Insurance, Financial Analysis, Retirement, Investments, Managerial Finance, Risk Management
Education
University of Louisville 1996 — 1999
MBA, Entrepreneurship
Western Kentucky University 1983 — 1988
BA, Political Science and Communications (double major)
Western Kentucky University 1983 — 1986
AA, Banking
Caverna High School 1979 — 1983
Zacks Investment Management March 2009 - Present
Ameriprise Financial September 2003 - March 2009
Kentucky State Board of Accountancy July 2004 - June 2008
Hilliard Lyons August 2000 - September 2003
PRP National Bank October 1999 - June 2000
Republic Bank February 1996 - October 1999
JP Morgan Chase October 1988 - February 1996
Skills
Strategic Financial..., Business Development, Investment Management, Loans, Estate Planning, Retirement Planning, Insurance, Financial Analysis, Retirement, Investments, Managerial Finance, Risk Management
Education
University of Louisville 1996 — 1999
MBA, Entrepreneurship
Western Kentucky University 1983 — 1988
BA, Political Science and Communications (double major)
Western Kentucky University 1983 — 1986
AA, Banking
Caverna High School 1979 — 1983
Stefan Aleksevitch's Hilliard Lyons Experience June 2015 - August 2015
Job Student at University of Kentucky
Industry Investment Banking
Experience
Hilliard Lyons June 2015 - August 2015
Kiawah Island Golf Resort June 2014 - August 2014
Lowe's Home Improvement May 2013 - August 2013
Harmony Landing Country Club May 2010 - August 2012
Skills
Leadership, Time Management, Teamwork, Customer Service, Microsoft Excel, Promotions, PowerPoint, Manufacturing, Microsoft Word, Marketing, Merchandising, Accounting, Budgets, Inventory Management, Data Entry, Forecasting, Microsoft Office, Public Speaking
Education
University of Kentucky 2012 — 2016
Accounting and Finance
North Oldham High School 2008 — 2012
Hilliard Lyons June 2015 - August 2015
Kiawah Island Golf Resort June 2014 - August 2014
Lowe's Home Improvement May 2013 - August 2013
Harmony Landing Country Club May 2010 - August 2012
Skills
Leadership, Time Management, Teamwork, Customer Service, Microsoft Excel, Promotions, PowerPoint, Manufacturing, Microsoft Word, Marketing, Merchandising, Accounting, Budgets, Inventory Management, Data Entry, Forecasting, Microsoft Office, Public Speaking
Education
University of Kentucky 2012 — 2016
Accounting and Finance
North Oldham High School 2008 — 2012
Ashley Karadsheh Ashley Karadsheh's Hilliard Lyons Experience May 2012 - August 2012
Job Consultant at FactSet
Industry Financial Services
Experience
FactSet January 2015 - Present
Allstate July 2013 - December 2014
Dance Marathon at the University of Michigan May 2012 - April 2013
The Michigan Daily May 2011 - April 2013
Hilliard Lyons May 2012 - August 2012
The Michigan Daily September 2009 - April 2011
Education
University of Michigan 2009 — 2013
Bachelor of Arts
Holland High School 2005 — 2009
FactSet January 2015 - Present
Allstate July 2013 - December 2014
Dance Marathon at the University of Michigan May 2012 - April 2013
The Michigan Daily May 2011 - April 2013
Hilliard Lyons May 2012 - August 2012
The Michigan Daily September 2009 - April 2011
Education
University of Michigan 2009 — 2013
Bachelor of Arts
Holland High School 2005 — 2009
Melissa Hart, AAMS®'s Hilliard Lyons Experience June 2007 - Present
Job Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons June 2007 - Present
Skills
Retirement Planning, Finance, Investments, Insurance, Strategic Planning, Series 7, Mutual Funds, Customer Service, Wealth Management, Management
Education
University of Kentucky 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lexington Christian Academy 1998 — 2003
Hilliard Lyons June 2007 - Present
Skills
Retirement Planning, Finance, Investments, Insurance, Strategic Planning, Series 7, Mutual Funds, Customer Service, Wealth Management, Management
Education
University of Kentucky 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lexington Christian Academy 1998 — 2003
Aubrey Howard's Hilliard Lyons Experience February 2015 - Present
Job Learning Coordinator at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons February 2015 - Present
Hilliard Lyons June 2013 - February 2015
Texas Roadhouse February 2007 - June 2013
Skills
Communication Skills, Critical Thinking, Analytical Reasoning, Customer Service, Leadership, Writing, Cheerleading, English, English grammar, English Literature, Academic English, Teaching, Teaching Writing, Teaching Reading, Literature, Technical Writing, Business Writing, Creative Writing, Public Speaking, Composition, Computers, Communication, Team Leadership, Team Building, Teamwork, Team-oriented, Memory, Make Things Happen, Microsoft Office, Mac, Problem Solving, Business, Microsoft Word, Open Table, Press Releases, Social Media, Public Relations
Education
University of South Carolina-Aiken 2009 — 2013
Bachelor of Arts (B.A.), English Language and Literature, General
Assumption High School - Louisville, KY 2005 — 2009
Hilliard Lyons February 2015 - Present
Hilliard Lyons June 2013 - February 2015
Texas Roadhouse February 2007 - June 2013
Skills
Communication Skills, Critical Thinking, Analytical Reasoning, Customer Service, Leadership, Writing, Cheerleading, English, English grammar, English Literature, Academic English, Teaching, Teaching Writing, Teaching Reading, Literature, Technical Writing, Business Writing, Creative Writing, Public Speaking, Composition, Computers, Communication, Team Leadership, Team Building, Teamwork, Team-oriented, Memory, Make Things Happen, Microsoft Office, Mac, Problem Solving, Business, Microsoft Word, Open Table, Press Releases, Social Media, Public Relations
Education
University of South Carolina-Aiken 2009 — 2013
Bachelor of Arts (B.A.), English Language and Literature, General
Assumption High School - Louisville, KY 2005 — 2009
Kim Norris's Hilliard Lyons Experience June 2015 - Present
Job at
Industry Financial Services
Experience
Hilliard Lyons June 2015 - Present
King & Schickli, PLLC October 2002 - June 2015
Norrell January 1991 - December 1995
Skills
Human Resources, Employee Relations, Office Management, Intellectual Property, Payroll, Office Administration, Benefits Administration, Policy, Administrative..., Customer Service, Microsoft Excel, Microsoft Office, Nonprofits, Contract Negotiation, Event Planning, Team Building, Recruiting, Leadership, Training, Strategic Planning, Event Management, Marketing, Microsoft Word
Education
University of Kentucky
Bachelor of Arts (BA), Political Science and Government
Hilliard Lyons June 2015 - Present
King & Schickli, PLLC October 2002 - June 2015
Norrell January 1991 - December 1995
Skills
Human Resources, Employee Relations, Office Management, Intellectual Property, Payroll, Office Administration, Benefits Administration, Policy, Administrative..., Customer Service, Microsoft Excel, Microsoft Office, Nonprofits, Contract Negotiation, Event Planning, Team Building, Recruiting, Leadership, Training, Strategic Planning, Event Management, Marketing, Microsoft Word
Education
University of Kentucky
Bachelor of Arts (BA), Political Science and Government
Nicholas Stewart's Hilliard Lyons Experience January 2015 - Present
Job Product Specialist at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons January 2015 - Present
Jefferson National October 2013 - December 2014
PNC March 2013 - October 2013
PNC August 2012 - March 2013
Skills
Customer Service, Fundraising, PowerPoint, Microsoft Excel, Public Speaking, Social Media, Financial Analysis, Leadership, Strategic Planning, Microsoft Word, Microsoft Office, Outlook, Time Management, Marketing, Series 63, Banking, Sales, Account Management, Salesforce.com, Series 6, Variable Annuities, Morningstar, Investment Strategies
Education
University of Louisville 2013 — 2014
Master of Business Administration (M.B.A.), Finance
University of Kentucky 2008 — 2011
Bachelor's Degree, English, Business Minor
Hilliard Lyons January 2015 - Present
Jefferson National October 2013 - December 2014
PNC March 2013 - October 2013
PNC August 2012 - March 2013
Skills
Customer Service, Fundraising, PowerPoint, Microsoft Excel, Public Speaking, Social Media, Financial Analysis, Leadership, Strategic Planning, Microsoft Word, Microsoft Office, Outlook, Time Management, Marketing, Series 63, Banking, Sales, Account Management, Salesforce.com, Series 6, Variable Annuities, Morningstar, Investment Strategies
Education
University of Louisville 2013 — 2014
Master of Business Administration (M.B.A.), Finance
University of Kentucky 2008 — 2011
Bachelor's Degree, English, Business Minor
John Shumate John Shumate's Hilliard Lyons Experience May 2003 - August 2003
Job CEO at Venture First
Industry Financial Services
Experience
Venture First April 2009 - Present
Blue Equity November 2009 - March 2011
BellaNovus November 2009 - March 2011
bCatalyst Advisors August 2005 - April 2009
Johnson & Johnson May 2004 - August 2004
Hilliard Lyons May 2003 - August 2003
Education
University of Pennsylvania - The Wharton School 2001 — 2005
B.S. in Economics, Finance, Management
Venture First April 2009 - Present
Blue Equity November 2009 - March 2011
BellaNovus November 2009 - March 2011
bCatalyst Advisors August 2005 - April 2009
Johnson & Johnson May 2004 - August 2004
Hilliard Lyons May 2003 - August 2003
Education
University of Pennsylvania - The Wharton School 2001 — 2005
B.S. in Economics, Finance, Management
Colin Dodd's Hilliard Lyons Experience April 2015 - Present
Job Hilliard Lyons & Dodd Media
Industry Banking
Experience
Hilliard Lyons April 2015 - Present
Stock Yards Bank & Trust June 2012 - April 2015
DICK'S Sporting Goods August 2011 - June 2012
Louisville Metro Government January 2011 - June 2011
Skills
Customer Service, Video Production, Film / Camera Work, Post Production Media..., Event Planning, Outlook, PowerPoint, Microsoft Excel, Social Media Marketing, Microsoft Office, Social Media, Customer, Storytelling, Leadership, Sales, Time Management, Management, Finance, Teamwork, Public Speaking, Social Networking, Microsoft Word, Marketing, Banking, Team Building
Education
University of Louisville 2007 — 2011
Bachelor of Science (BS), Mass Communication/Media Studies; Sports Administration
Hilliard Lyons April 2015 - Present
Stock Yards Bank & Trust June 2012 - April 2015
DICK'S Sporting Goods August 2011 - June 2012
Louisville Metro Government January 2011 - June 2011
Skills
Customer Service, Video Production, Film / Camera Work, Post Production Media..., Event Planning, Outlook, PowerPoint, Microsoft Excel, Social Media Marketing, Microsoft Office, Social Media, Customer, Storytelling, Leadership, Sales, Time Management, Management, Finance, Teamwork, Public Speaking, Social Networking, Microsoft Word, Marketing, Banking, Team Building
Education
University of Louisville 2007 — 2011
Bachelor of Science (BS), Mass Communication/Media Studies; Sports Administration
Trey Mulligan's Hilliard Lyons Experience June 2012 - Present
Job Analyst, Branch Manager Sales Practices at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons June 2012 - Present
Education
University of Louisville 2008 — 2012
Bachelor of Science (B.S.)
Hilliard Lyons June 2012 - Present
Education
University of Louisville 2008 — 2012
Bachelor of Science (B.S.)
Mary Hepditch's Hilliard Lyons Experience March 2015 - Present
Job Senior Learning Coordinator at Hilliard Lyons
Industry Events Services
Experience
Hilliard Lyons March 2015 - Present
Louisville Marriott Downtown June 2009 - March 2015
White Lodging Services, MARRIOTT LOUISVILLE DOWNTOWN 2004 - 2009
Brooklawn Child and Family Services June 2001 - June 2004
Skills
Hospitality Industry, Event Management, Meeting Planning, Convention Services, Hospitality Management, Sales, Corporate Events, Hospitality, Pre-opening, Sales Management, Banquets, OnQ, Hotels, Hotel Management, Micros, Trade Shows, Front Office, Resorts, Revenue Analysis, Food & Beverage, Catering, Restaurants, Menu Development, Event Planning
Education
University of Kentucky 1994 — 1999
Bachelor, Communications
Bethlehem High School 1990 — 1994
Hilliard Lyons March 2015 - Present
Louisville Marriott Downtown June 2009 - March 2015
White Lodging Services, MARRIOTT LOUISVILLE DOWNTOWN 2004 - 2009
Brooklawn Child and Family Services June 2001 - June 2004
Skills
Hospitality Industry, Event Management, Meeting Planning, Convention Services, Hospitality Management, Sales, Corporate Events, Hospitality, Pre-opening, Sales Management, Banquets, OnQ, Hotels, Hotel Management, Micros, Trade Shows, Front Office, Resorts, Revenue Analysis, Food & Beverage, Catering, Restaurants, Menu Development, Event Planning
Education
University of Kentucky 1994 — 1999
Bachelor, Communications
Bethlehem High School 1990 — 1994
Angela Krill's Hilliard Lyons Experience September 1989 - Present
Job Vice President, Trust Operations Manager at Hilliard Lyons Trust Company LLC
Industry Financial Services
Experience
Hilliard Lyons Trust Company LLC July 2013 - Present
Hilliard Lyons September 1989 - Present
Skills
Customer Service, Investments, Mutual Funds, Securities, Wealth Management
Education
University of Louisville
Hilliard Lyons Trust Company LLC July 2013 - Present
Hilliard Lyons September 1989 - Present
Skills
Customer Service, Investments, Mutual Funds, Securities, Wealth Management
Education
University of Louisville
julia zilberman's Hilliard Lyons Experience 2000 - 2003
Job Manager, Community accounting at Atria Senior Living
Industry Real Estate
Experience
Atria Senior Living December 2003 - Present
HIlliard Lyons 2000 - 2003
Education
University of Louisville 1998 — 2002
Bachelor's degree, Accounting
Atria Senior Living December 2003 - Present
HIlliard Lyons 2000 - 2003
Education
University of Louisville 1998 — 2002
Bachelor's degree, Accounting
Joseph Tabor's Hilliard Lyons Experience May 2008 - August 2008
Job CEO / Partner of 3 Space
Industry Mechanical or Industrial Engineering
Experience
3 Space March 2013 - Present
Kentucky Pain Associates October 2012 - February 2014
JET Mechanical September 2008 - January 2012
Hilliard Lyons May 2008 - August 2008
JET Mechanical May 2005 - May 2008
Skills
Web Development, Web Design, Project Management, Financial Accounting, Sales Management, Risk Assessment, Risk Management, Microsoft Office, Software Project..., Expression Web, Municipal Bonds
Education
University of Louisville 2005 — 2012
Bachelor's degree, Finance, General, 3.18
University of Louisville 2005 — 2010
Bachelor's degree, Accounting, 3.18
University of Louisville 2005 — 2008
Bachelor's degree, Business Administration and Management, General, 3.18
3 Space March 2013 - Present
Kentucky Pain Associates October 2012 - February 2014
JET Mechanical September 2008 - January 2012
Hilliard Lyons May 2008 - August 2008
JET Mechanical May 2005 - May 2008
Skills
Web Development, Web Design, Project Management, Financial Accounting, Sales Management, Risk Assessment, Risk Management, Microsoft Office, Software Project..., Expression Web, Municipal Bonds
Education
University of Louisville 2005 — 2012
Bachelor's degree, Finance, General, 3.18
University of Louisville 2005 — 2010
Bachelor's degree, Accounting, 3.18
University of Louisville 2005 — 2008
Bachelor's degree, Business Administration and Management, General, 3.18
Joseph Hamilton's Hilliard Lyons Experience January 2015 - Present
Job Product Support Specialist Investment Products Group at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons January 2015 - Present
Hilliard Lyons June 2013 - May 2014
Kentucky Department of Revenue May 2012 - August 2012
Skills
MOS Certified, Microsoft Excel, Microsoft Certified..., PowerPoint, Financial Analysis, Data Analysis, Time Management, Financial Modeling
Education
University of Kentucky 2010 — 2014
Finance and Business Management
Washington County High School 2006 — 2010
Hilliard Lyons January 2015 - Present
Hilliard Lyons June 2013 - May 2014
Kentucky Department of Revenue May 2012 - August 2012
Skills
MOS Certified, Microsoft Excel, Microsoft Certified..., PowerPoint, Financial Analysis, Data Analysis, Time Management, Financial Modeling
Education
University of Kentucky 2010 — 2014
Finance and Business Management
Washington County High School 2006 — 2010
Donald Osborne Donald Osborne's Hilliard Lyons Experience January 1997 - March 1998
Job Analyst at Invesco
Industry Investment Management
Experience
Invesco July 2007 - Present
JPMorgan Chase May 2003 - June 2007
Gaylord Entertainment August 2002 - March 2003
Mirant May 2002 - July 2002
KPMG July 1999 - July 2001
Bank of America March 1998 - June 1999
Hilliard Lyons January 1997 - March 1998
Skills
Strategic Planning, Fixed Income Analysis, Mutual Funds, Investments, High Yield
Education
Vanderbilt University 2001 — 2003
Master of Business Administration (MBA), Finance, Operations
University of Louisville 1990 — 1995
Bachelor of Science (B.S.), Finance, International Business
Invesco July 2007 - Present
JPMorgan Chase May 2003 - June 2007
Gaylord Entertainment August 2002 - March 2003
Mirant May 2002 - July 2002
KPMG July 1999 - July 2001
Bank of America March 1998 - June 1999
Hilliard Lyons January 1997 - March 1998
Skills
Strategic Planning, Fixed Income Analysis, Mutual Funds, Investments, High Yield
Education
Vanderbilt University 2001 — 2003
Master of Business Administration (MBA), Finance, Operations
University of Louisville 1990 — 1995
Bachelor of Science (B.S.), Finance, International Business
Jimmy Rickert's Hilliard Lyons Experience May 2013 - July 2013
Job Postgraduate Intern Quality Management at Norton Healthcare
Industry Financial Services
Experience
Norton Healthcare May 2015 - Present
Hilliard Lyons May 2013 - July 2013
Kindred Healthcare May 2012 - July 2012
U.S. Soccer Federation 2005 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, SAP, PowerPoint
Education
University of Minnesota School of Public Health 2015 — 2017
Master of Healthcare Administration (MHA)
University of Kentucky 2012 — 2015
Bachelor of Science in Business Economics (BSBE) & Bachelor of Business Administration (BBA), Graduated Summa Cum Laude, May 2015, Cum GPA: 3.93
University of Louisville 2014 — 2014
Multi-Site Business in Europe Program, Summer 2014
Xavier University 2011 — 2012
Cum GPA: 3.97
Trinity High School 2007 — 2011
High School, Advanced Program, GPA: 3.99, Class Rank: 11 of 287
Norton Healthcare May 2015 - Present
Hilliard Lyons May 2013 - July 2013
Kindred Healthcare May 2012 - July 2012
U.S. Soccer Federation 2005 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, SAP, PowerPoint
Education
University of Minnesota School of Public Health 2015 — 2017
Master of Healthcare Administration (MHA)
University of Kentucky 2012 — 2015
Bachelor of Science in Business Economics (BSBE) & Bachelor of Business Administration (BBA), Graduated Summa Cum Laude, May 2015, Cum GPA: 3.93
University of Louisville 2014 — 2014
Multi-Site Business in Europe Program, Summer 2014
Xavier University 2011 — 2012
Cum GPA: 3.97
Trinity High School 2007 — 2011
High School, Advanced Program, GPA: 3.99, Class Rank: 11 of 287
Spencer E Joyce, CFA's Hilliard Lyons Experience July 2015 - Present
Job Research Analyst II at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons July 2015 - Present
Hilliard Lyons February 2012 - June 2015
Hilliard Lyons October 2011 - February 2012
Hilliard Lyons September 2009 - October 2011
Hilliard Lyons May 2008 - August 2008
Skills
Retirement Planning, Finance
Education
University of Kentucky 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Hilliard Lyons July 2015 - Present
Hilliard Lyons February 2012 - June 2015
Hilliard Lyons October 2011 - February 2012
Hilliard Lyons September 2009 - October 2011
Hilliard Lyons May 2008 - August 2008
Skills
Retirement Planning, Finance
Education
University of Kentucky 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Michelle Rayhill's Hilliard Lyons Experience August 2001 - November 2001
Job Process Consultant at Humana
Industry Insurance
Experience
Humana September 2011 - Present
Humana November 2001 - September 2011
Hilliard Lyons August 2001 - November 2001
Skills
Insurance, Process Improvement, Health Insurance, Employee Benefits, Leadership, Program Management, Team Building, HIPAA, Analysis, Written Communication
Education
University of Kentucky 1989 — 1991
Bachelor of Arts (BA), Psychology
University of Louisville 1987 — 1989
Bachelor of Arts (B.A.), Psychology
Humana September 2011 - Present
Humana November 2001 - September 2011
Hilliard Lyons August 2001 - November 2001
Skills
Insurance, Process Improvement, Health Insurance, Employee Benefits, Leadership, Program Management, Team Building, HIPAA, Analysis, Written Communication
Education
University of Kentucky 1989 — 1991
Bachelor of Arts (BA), Psychology
University of Louisville 1987 — 1989
Bachelor of Arts (B.A.), Psychology
Rhonda Bozich's Hilliard Lyons Experience August 2008 - September 2009
Job B2B Connector
Industry Financial Services
Experience
Louisville Metro Parks Foundation Board August 2008 - Present
Hilliard Lyons August 2008 - September 2009
Galliard Capital Management July 2002 - December 2007
Aegon Institutional Markets April 1988 - April 2002
Skills
New Business Development, Business Relationship..., Analysis, Strategic Communications, Connector
Education
University of Louisville 1984 — 1991
BSBA, Finance
Louisville Metro Parks Foundation Board August 2008 - Present
Hilliard Lyons August 2008 - September 2009
Galliard Capital Management July 2002 - December 2007
Aegon Institutional Markets April 1988 - April 2002
Skills
New Business Development, Business Relationship..., Analysis, Strategic Communications, Connector
Education
University of Louisville 1984 — 1991
BSBA, Finance
Jonathan Saalfeld's Hilliard Lyons Experience January 2006 - November 2007
Job Credit Analyst at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank May 2011 - Present
PharMerica February 2009 - May 2011
PharMerica November 2007 - February 2009
Hilliard Lyons January 2006 - November 2007
Education
University of Louisville 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Louisville 2001 — 2005
Business, Finance
Fifth Third Bank May 2011 - Present
PharMerica February 2009 - May 2011
PharMerica November 2007 - February 2009
Hilliard Lyons January 2006 - November 2007
Education
University of Louisville 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Louisville 2001 — 2005
Business, Finance
Adrian Donoso's Hilliard Lyons Experience September 2012 - September 2014
Job eLearning Specialist
Industry E-Learning
Experience
Atria Senior Living September 2014 - Present
Hilliard Lyons September 2012 - September 2014
Kindred Healthcare May 2011 - September 2012
Council on Developmental Disabilities October 2009 - May 2011
Independently Contracted for Jewish Hospital April 2009 - September 2010
Jewish Hospital & St. Mary’s Healthcare January 2009 - April 2009
University of Louisville September 2008 - April 2009
Skills
Instructional Design, Instructor-led Training, Training, Training Delivery, Spanish-speaking, Program Management, Learning Management..., E-Learning, Captivate, ADDIE, Workshop Facilitation, Performance Management, Needs Analysis, Management, Onboarding, Public Speaking, Employee Training, Curriculum Design, Learning Management
Education
University of Louisville 2009 — 2010
Master of Science (M.S.), Organizational Leadership and Learning, Summa Cum Laude
University of Louisville 2004 — 2009
Bachelor of Science (B.S.), Communications
University of Louisville 2004 — 2009
Minor, Business Administration
Atria Senior Living September 2014 - Present
Hilliard Lyons September 2012 - September 2014
Kindred Healthcare May 2011 - September 2012
Council on Developmental Disabilities October 2009 - May 2011
Independently Contracted for Jewish Hospital April 2009 - September 2010
Jewish Hospital & St. Mary’s Healthcare January 2009 - April 2009
University of Louisville September 2008 - April 2009
Skills
Instructional Design, Instructor-led Training, Training, Training Delivery, Spanish-speaking, Program Management, Learning Management..., E-Learning, Captivate, ADDIE, Workshop Facilitation, Performance Management, Needs Analysis, Management, Onboarding, Public Speaking, Employee Training, Curriculum Design, Learning Management
Education
University of Louisville 2009 — 2010
Master of Science (M.S.), Organizational Leadership and Learning, Summa Cum Laude
University of Louisville 2004 — 2009
Bachelor of Science (B.S.), Communications
University of Louisville 2004 — 2009
Minor, Business Administration
Patrick Passafiume's Hilliard Lyons Experience June 2008 - October 2008
Job Self Employed
Industry Financial Services
Experience
Professional Entertainer August 2009 - Present
Waddell and Reed January 2014 - November 2014
American Fortune Mergers April 2011 - April 2012
Louisville Mega Cavern June 2009 - 2011
Surepoint Lending September 2009 - 2010
Hilliard Lyons June 2008 - October 2008
Skills
Mutual Funds, IRAs, Roth IRA, 401k Rollovers, Investments, Public Speaking, Research, Economics, Oral Communication, Microsoft Office, Statistics, Equities, Series 6, Microsoft Excel, Analysis, 401k, Investment Strategies, Investment Management, financial wellness, Strategic Financial..., Retirement Planning, Retirement Savings, Qualified Retirement..., Retirement Plan..., Life Insurance, Writing, Stand-up Comedy, Improvisational Comedy
Education
Second City 2011 — 2012
Improvisation
University of Louisville 2004 — 2008
s): BS, Economics; mathematical economics
Holy Cross
Professional Entertainer August 2009 - Present
Waddell and Reed January 2014 - November 2014
American Fortune Mergers April 2011 - April 2012
Louisville Mega Cavern June 2009 - 2011
Surepoint Lending September 2009 - 2010
Hilliard Lyons June 2008 - October 2008
Skills
Mutual Funds, IRAs, Roth IRA, 401k Rollovers, Investments, Public Speaking, Research, Economics, Oral Communication, Microsoft Office, Statistics, Equities, Series 6, Microsoft Excel, Analysis, 401k, Investment Strategies, Investment Management, financial wellness, Strategic Financial..., Retirement Planning, Retirement Savings, Qualified Retirement..., Retirement Plan..., Life Insurance, Writing, Stand-up Comedy, Improvisational Comedy
Education
Second City 2011 — 2012
Improvisation
University of Louisville 2004 — 2008
s): BS, Economics; mathematical economics
Holy Cross
Laura Hewitt's Hilliard Lyons Experience January 2008 - May 2008
Job Senior Financial Analyst at Payment Alliance International
Industry Financial Services
Experience
Payment Alliance International November 2014 - Present
Payment Alliance International March 2013 - November 2014
Ventas, Inc. November 2011 - March 2013
PharMerica May 2009 - November 2011
PharMerica May 2008 - May 2009
Hilliard Lyons January 2008 - May 2008
Skills
Financial Analysis, Valuation, Microsoft Excel, Financial Statements, Due Diligence, Market Research, Microsoft Word, Data Collection, Financial Forecasting, Analysis, Microsoft Office, Microsoft Office 2007, Financial Modeling, Communication, Data Analysis, Mergers & Acquisitions, Written Communication, Oral Communication, Data Research, Teamwork, Self-management, Self Learning, Deadline Oriented, High Quality Standards, Tenacious Work Ethic, Diverse Groups Of People, E-Learning, Quick Study
Education
Indiana University Southeast 2010 — 2014
Master’s Degree, Business and Finance
University of Louisville 2004 — 2008
Bachelor of Science in Business Administration, Finance, General
Payment Alliance International November 2014 - Present
Payment Alliance International March 2013 - November 2014
Ventas, Inc. November 2011 - March 2013
PharMerica May 2009 - November 2011
PharMerica May 2008 - May 2009
Hilliard Lyons January 2008 - May 2008
Skills
Financial Analysis, Valuation, Microsoft Excel, Financial Statements, Due Diligence, Market Research, Microsoft Word, Data Collection, Financial Forecasting, Analysis, Microsoft Office, Microsoft Office 2007, Financial Modeling, Communication, Data Analysis, Mergers & Acquisitions, Written Communication, Oral Communication, Data Research, Teamwork, Self-management, Self Learning, Deadline Oriented, High Quality Standards, Tenacious Work Ethic, Diverse Groups Of People, E-Learning, Quick Study
Education
Indiana University Southeast 2010 — 2014
Master’s Degree, Business and Finance
University of Louisville 2004 — 2008
Bachelor of Science in Business Administration, Finance, General
Amy Daley's Hilliard Lyons Experience June 2004 - June 2007
Job Health IT Advisor at Kentucky Regional Extension Center
Industry Hospital & Health Care
Experience
Kentucky Regional Extension Center December 2014 - Present
Twin Lakes Medical Foundation April 2010 - December 2014
Hilliard Lyons June 2004 - June 2007
Hilliard Lyons June 2002 - June 2004
Skills
Healthcare, EHR, Healthcare Information..., Information Technology, EMR, Customer Service, Leadership, Process Improvement, CPOE, Healthcare Management, Training, Revenue Cycle
Education
University of Louisville 1994 — 2002
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Kentucky Regional Extension Center December 2014 - Present
Twin Lakes Medical Foundation April 2010 - December 2014
Hilliard Lyons June 2004 - June 2007
Hilliard Lyons June 2002 - June 2004
Skills
Healthcare, EHR, Healthcare Information..., Information Technology, EMR, Customer Service, Leadership, Process Improvement, CPOE, Healthcare Management, Training, Revenue Cycle
Education
University of Louisville 1994 — 2002
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Ope Edun's Hilliard Lyons Experience May 2003 - June 2003
Job Credit Professional at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2010 - Present
Bank of America Merrill Lynch February 2010 - July 2010
Merrill Lynch August 2006 - February 2010
Merrill Lynch August 2006 - August 2007
Merrill Lynch February 2006 - August 2006
Merrill Lynch July 2005 - February 2006
Merrill Lynch May 2004 - August 2004
Hilliard Lyons May 2003 - June 2003
Education
University of Kentucky 2001 — 2005
B.B.A, Business Administration - Finance
University of Kentucky 2001 — 2005
B.S.c, Accounting
Morgan Stanley August 2010 - Present
Bank of America Merrill Lynch February 2010 - July 2010
Merrill Lynch August 2006 - February 2010
Merrill Lynch August 2006 - August 2007
Merrill Lynch February 2006 - August 2006
Merrill Lynch July 2005 - February 2006
Merrill Lynch May 2004 - August 2004
Hilliard Lyons May 2003 - June 2003
Education
University of Kentucky 2001 — 2005
B.B.A, Business Administration - Finance
University of Kentucky 2001 — 2005
B.S.c, Accounting
Gus Pickerill's Hilliard Lyons Experience October 2014 - Present
Job Sr Vice President & Trust Administrator at Hilliard Lyons
Industry Banking
Experience
Hilliard Lyons October 2014 - Present
Hilliard Lyons January 2010 - Present
National City Bank May 1999 - January 2010
National City Bank October 1987 - April 1999
Saunier & Co December 1983 - October 1987
Education
University of Kentucky 1977 — 1981
B.S., Accounting
Hilliard Lyons October 2014 - Present
Hilliard Lyons January 2010 - Present
National City Bank May 1999 - January 2010
National City Bank October 1987 - April 1999
Saunier & Co December 1983 - October 1987
Education
University of Kentucky 1977 — 1981
B.S., Accounting
Donny Overton's Hilliard Lyons Experience March 2011 - Present
Job Fund Administrator at Hilliard Lyons
Industry Accounting
Experience
Hilliard Lyons March 2011 - Present
Waycross Partners 2008 - 2011
JEFFERSON COUNTY CLERK’S OFFICE 2008 - 2010
INVESCO 1999 - 2008
Skills
Auditing, Internal Audit, Financial Accounting, Accounts Payable, General Ledger, Variance Analysis, Analysis, Finance, Financial Statements, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Valuation
Education
University of Louisville 1999 — 2007
MBA
Hilliard Lyons March 2011 - Present
Waycross Partners 2008 - 2011
JEFFERSON COUNTY CLERK’S OFFICE 2008 - 2010
INVESCO 1999 - 2008
Skills
Auditing, Internal Audit, Financial Accounting, Accounts Payable, General Ledger, Variance Analysis, Analysis, Finance, Financial Statements, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Valuation
Education
University of Louisville 1999 — 2007
MBA
Liz Wisdom, CIMA's Hilliard Lyons Experience April 2006 - December 2012
Job Director, Key Accounts at Jefferson National
Industry Financial Services
Experience
Jefferson National December 2012 - Present
Hilliard Lyons April 2006 - December 2012
Skills
Series 63, Series 7, Series 24, Series 53, Series 65, Investment Advisory, Mutual Funds, Separately Managed..., CIMA
Education
University of Kentucky 1995 — 2000
BA, Finance
Jefferson National December 2012 - Present
Hilliard Lyons April 2006 - December 2012
Skills
Series 63, Series 7, Series 24, Series 53, Series 65, Investment Advisory, Mutual Funds, Separately Managed..., CIMA
Education
University of Kentucky 1995 — 2000
BA, Finance
Will Hobson's Hilliard Lyons Experience
Job Sr. Vice President at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons
Skills
Wealth Management, Mutual Funds, Portfolio Management, Series 7, Investments, Series 63
Education
University of Louisville 1981 — 1984
Hilliard Lyons
Skills
Wealth Management, Mutual Funds, Portfolio Management, Series 7, Investments, Series 63
Education
University of Louisville 1981 — 1984
Matt Fritts's Hilliard Lyons Experience May 2006 - Present
Job Vice President, Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons May 2006 - Present
Education
University of Kentucky 2000 — 2005
Finance, Finance, General
Hilliard Lyons May 2006 - Present
Education
University of Kentucky 2000 — 2005
Finance, Finance, General
Joe Bennett's Hilliard Lyons Experience 1996 - Present
Job Sr Vice President, Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons 1996 - Present
Education
University of Kentucky 1993 — 1996
BS, Accounting
Hilliard Lyons 1996 - Present
Education
University of Kentucky 1993 — 1996
BS, Accounting
Tim Huynh's Hilliard Lyons Experience July 1998 - May 2000
Job Web Interface Designer/Developer
Industry Internet
Experience
Freelance Consultant and Interface Designer August 2010 - Present
Amber Platform Technologies 2010 - 2013
Papa John's International September 2007 - August 2010
Smoothstone IP Communications June 2005 - September 2007
Hilliard Lyons July 1998 - May 2000
Skills
Web Design, Creative Direction, Social Media, SEO, User Interface Design, Email Marketing, CSS, Management, Marketing, Social Media Marketing, Advertising, Online Marketing, Web Development, Google Analytics, Digital Marketing, Brand Development, Web Analytics, Online Advertising, Illustrator
Education
University of Louisville 1994 — 1998
Bachelor of Science
Freelance Consultant and Interface Designer August 2010 - Present
Amber Platform Technologies 2010 - 2013
Papa John's International September 2007 - August 2010
Smoothstone IP Communications June 2005 - September 2007
Hilliard Lyons July 1998 - May 2000
Skills
Web Design, Creative Direction, Social Media, SEO, User Interface Design, Email Marketing, CSS, Management, Marketing, Social Media Marketing, Advertising, Online Marketing, Web Development, Google Analytics, Digital Marketing, Brand Development, Web Analytics, Online Advertising, Illustrator
Education
University of Louisville 1994 — 1998
Bachelor of Science
Patrick Feeney's Hilliard Lyons Experience November 2013 - Present
Job Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons November 2013 - Present
GAMCO Investors, Inc. October 2012 - Present
Gabelli & Company June 2007 - October 2012
Skills
Hedge Funds
Education
University of Miami 2003 — 2007
Hilliard Lyons November 2013 - Present
GAMCO Investors, Inc. October 2012 - Present
Gabelli & Company June 2007 - October 2012
Skills
Hedge Funds
Education
University of Miami 2003 — 2007
Beth Milford Orberson's Hilliard Lyons Experience December 1991 - Present
Job Marketing Services
Industry Financial Services
Experience
Hilliard Lyons December 1991 - Present
Education
University of Louisville 1986 — 1990
BS, Business Administration - Marketing
Hilliard Lyons December 1991 - Present
Education
University of Louisville 1986 — 1990
BS, Business Administration - Marketing
John W. Drummey III's Hilliard Lyons Experience January 2006 - Present
Job Vice PresidentInvestments
Industry Financial Services
Experience
Hilliard Lyons January 2006 - Present
Skills
Wealth Management, Series 7, Retirement, Retirement Planning, Strategic Financial..., Asset Allocation, Mutual Funds
Education
University of Kentucky 1994 — 1998
Hilliard Lyons January 2006 - Present
Skills
Wealth Management, Series 7, Retirement, Retirement Planning, Strategic Financial..., Asset Allocation, Mutual Funds
Education
University of Kentucky 1994 — 1998
Jeffrey Polsgrove's Hilliard Lyons Experience 1996 - 2000
Job Web Manager at Humana
Industry Insurance
Danny Katzman's Hilliard Lyons Experience 2001 - 2007
Job Information Technology Manager
Industry Computer Software
Experience
Humana April 2014 - Present
G.E. May 2007 - October 2013
GE May 2007 - October 2013
Hilliard Lyons 2001 - 2007
Koinonia Computing 2000 - 2001
E.ON U.S. (Louisville Gas and Electric) 1996 - 2000
Louisville Gas and Electric Company/Kentucky Utilities Company 1983 - 2000
Touche Ross 1979 - 1982
Skills
Business Analysis, Cross-functional Team..., Process Improvement, Program Management, Six Sigma, Business Process..., Software Project..., Software Development, Project Management, ITIL, Change Management, SDLC, Integration, Vendor Management, Process Engineering, IT Strategy, Continuous Improvement, Business Intelligence
Education
University of Louisville 1974 — 1979
Bachelor of Science (BS), Computer Science
Humana April 2014 - Present
G.E. May 2007 - October 2013
GE May 2007 - October 2013
Hilliard Lyons 2001 - 2007
Koinonia Computing 2000 - 2001
E.ON U.S. (Louisville Gas and Electric) 1996 - 2000
Louisville Gas and Electric Company/Kentucky Utilities Company 1983 - 2000
Touche Ross 1979 - 1982
Skills
Business Analysis, Cross-functional Team..., Process Improvement, Program Management, Six Sigma, Business Process..., Software Project..., Software Development, Project Management, ITIL, Change Management, SDLC, Integration, Vendor Management, Process Engineering, IT Strategy, Continuous Improvement, Business Intelligence
Education
University of Louisville 1974 — 1979
Bachelor of Science (BS), Computer Science
Jeremy Roane's Hilliard Lyons Experience April 2012 - Present
Job Associate Equity Research Analyst at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons April 2012 - Present
Republic Bank and Trust Company September 2010 - April 2012
MarketSource-Hewlett Packard Division December 2007 - April 2012
Spectrum Financial Alliance October 2009 - March 2010
Fifth Third Bank July 2008 - September 2009
Dupree Financial Group June 2009 - August 2009
University of Kentucky August 2007 - June 2009
CompUSA August 2003 - February 2008
Skills
Investments, Direct Sales, Stocks, ETFs, Mutual Funds, Computer Repair, Computer Hardware, Computer Maintenance, Strategic Financial..., Retail, Finance, Accounting, Financial Analysis, Customer Service, Management, Portfolio Management, Equity Research, Equity Valuation, Financial Modeling, DCF Valuation, Statistical Modeling, Regression Analysis, Correlation Analysis, Enterprise Valuation, Financial Planning, Equity Derivatives, Financial Economics, Financial Statements, Business Valuation, Bloomberg Terminal, CAPM, Macroeconomics, Microeconomics, Microsoft Excel, Series 7, series 66, series 86, series 87, Financial Reporting, Proofreading, Uniform Combined State..., FINRA
Education
University of Kentucky 2007 — 2010
Bachelor of Business Administration (BBA), Finance
Hilliard Lyons April 2012 - Present
Republic Bank and Trust Company September 2010 - April 2012
MarketSource-Hewlett Packard Division December 2007 - April 2012
Spectrum Financial Alliance October 2009 - March 2010
Fifth Third Bank July 2008 - September 2009
Dupree Financial Group June 2009 - August 2009
University of Kentucky August 2007 - June 2009
CompUSA August 2003 - February 2008
Skills
Investments, Direct Sales, Stocks, ETFs, Mutual Funds, Computer Repair, Computer Hardware, Computer Maintenance, Strategic Financial..., Retail, Finance, Accounting, Financial Analysis, Customer Service, Management, Portfolio Management, Equity Research, Equity Valuation, Financial Modeling, DCF Valuation, Statistical Modeling, Regression Analysis, Correlation Analysis, Enterprise Valuation, Financial Planning, Equity Derivatives, Financial Economics, Financial Statements, Business Valuation, Bloomberg Terminal, CAPM, Macroeconomics, Microeconomics, Microsoft Excel, Series 7, series 66, series 86, series 87, Financial Reporting, Proofreading, Uniform Combined State..., FINRA
Education
University of Kentucky 2007 — 2010
Bachelor of Business Administration (BBA), Finance
Kate Chandler's Hilliard Lyons Experience June 1998 - August 1999
Job Director of Major Gifts at Dare to Care Food Bank
Industry Internet
Experience
Dare to Care Food Bank July 2015 - Present
Actors Theatre of Louisville April 2012 - June 2015
Actors Theatre of Louisville July 2011 - April 2012
Kentucky School of Art July 2010 - September 2010
VibrantNation.com July 2008 - July 2010
Louisville Olmsted Parks Conservancy September 2002 - July 2008
Actors Theatre of Louisville September 1999 - August 2002
Hilliard Lyons June 1998 - August 1999
Skills
Fundraising, Public Relations, Integrated Marketing, Philanthropy, Non-profit..., Marketing, Event Management, Public Speaking, Community Outreach, Event Planning, Nonprofits, Social Media, Grant Writing, Editing, Leadership, Volunteer Management, Non-profits, Government
Education
University of Kentucky
Bachelor of Arts
Dare to Care Food Bank July 2015 - Present
Actors Theatre of Louisville April 2012 - June 2015
Actors Theatre of Louisville July 2011 - April 2012
Kentucky School of Art July 2010 - September 2010
VibrantNation.com July 2008 - July 2010
Louisville Olmsted Parks Conservancy September 2002 - July 2008
Actors Theatre of Louisville September 1999 - August 2002
Hilliard Lyons June 1998 - August 1999
Skills
Fundraising, Public Relations, Integrated Marketing, Philanthropy, Non-profit..., Marketing, Event Management, Public Speaking, Community Outreach, Event Planning, Nonprofits, Social Media, Grant Writing, Editing, Leadership, Volunteer Management, Non-profits, Government
Education
University of Kentucky
Bachelor of Arts
Lear Foster MBA's Hilliard Lyons Experience January 2006 - December 2008
Job Senior Trade Specialist at INVESCO
Industry Financial Services
Experience
Invesco December 2008 - Present
Hilliard Lyons January 2006 - December 2008
Skills
Investments, Portfolio Management, Mutual Funds, Finance, Banking, Equities, Financial Analysis
Education
Bellarmine University 2012 — 2013
Certificate of Financial Planning, Financial Planning
University of Phoenix 2007 — 2008
MBA, Business Administration
University of Louisville 2001 — 2005
Business Administration, Finance
Invesco December 2008 - Present
Hilliard Lyons January 2006 - December 2008
Skills
Investments, Portfolio Management, Mutual Funds, Finance, Banking, Equities, Financial Analysis
Education
Bellarmine University 2012 — 2013
Certificate of Financial Planning, Financial Planning
University of Phoenix 2007 — 2008
MBA, Business Administration
University of Louisville 2001 — 2005
Business Administration, Finance
Latasha Waters's Hilliard Lyons Experience 2011 - 2013
Job Director at CSP
Industry Financial Services
Experience
CSP December 2013 - Present
Hilliard Lyons 2011 - 2013
First Commonwealth Mortgage 2008 - 2011
FRM 2007 - 2008
The Rawlings Company 2005 - 2007
Education
University of Louisville 2003 — 2007
BA, History
University of Kentucky 1995 — 1998
Business
CSP December 2013 - Present
Hilliard Lyons 2011 - 2013
First Commonwealth Mortgage 2008 - 2011
FRM 2007 - 2008
The Rawlings Company 2005 - 2007
Education
University of Louisville 2003 — 2007
BA, History
University of Kentucky 1995 — 1998
Business
Steve Elder's Hilliard Lyons Experience June 2000 - Present
Job Senior Vice President, CWA, Financial Consultant
Industry Financial Services
Experience
Hilliard Lyons June 2000 - Present
Education
University of Pennsylvania - The Wharton School 2008 — 2010
Securities Industry Institute
University of Tennessee 1985 — 1989
Bachelor of Science (B.S.), Finance and Financial Management Services
Hilliard Lyons June 2000 - Present
Education
University of Pennsylvania - The Wharton School 2008 — 2010
Securities Industry Institute
University of Tennessee 1985 — 1989
Bachelor of Science (B.S.), Finance and Financial Management Services
William Ryan Reed's Hilliard Lyons Experience September 2014 - Present
Job MBA
Industry Financial Services
Experience
Hilliard Lyons September 2014 - Present
Indiana University Health Proton Therapy Center May 2008 - March 2014
Unity Physician Group April 2007 - May 2008
Advanced Diagnostic Imaging Center June 2005 - April 2007
Education
University of Phoenix 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.95 GPA
University of Southern Indiana 1998 — 2002
Bachelor's degree, Management
Hilliard Lyons September 2014 - Present
Indiana University Health Proton Therapy Center May 2008 - March 2014
Unity Physician Group April 2007 - May 2008
Advanced Diagnostic Imaging Center June 2005 - April 2007
Education
University of Phoenix 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.95 GPA
University of Southern Indiana 1998 — 2002
Bachelor's degree, Management
Jeff Thomison's Hilliard Lyons Experience 1990 - Present
Job VP Research Dept at Hilliard Lyons
Industry Entertainment
Experience
Hilliard Lyons 1990 - Present
Fifth Third Bancorp 1988 - 1990
Skills
Financial Modeling, Asset Management, Investments, Equities, Portfolio Management, Series 7, Fixed Income
Education
University of Kentucky 1984 — 1988
BBA, Finance, Mathematics
Hilliard Lyons 1990 - Present
Fifth Third Bancorp 1988 - 1990
Skills
Financial Modeling, Asset Management, Investments, Equities, Portfolio Management, Series 7, Fixed Income
Education
University of Kentucky 1984 — 1988
BBA, Finance, Mathematics
JoAnn Fischer's Hilliard Lyons Experience September 1997 - Present
Job Financial Associate at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons September 1997 - Present
Sandlian Investment October 1995 - September 1997
Skills
Financial Planning, Finance, Series 7, Customer Service, Microsoft Office, Microsoft Excel, Project Management, Financial Analysis, Budgets, Investments
Education
University of Kentucky
Hilliard Lyons September 1997 - Present
Sandlian Investment October 1995 - September 1997
Skills
Financial Planning, Finance, Series 7, Customer Service, Microsoft Office, Microsoft Excel, Project Management, Financial Analysis, Budgets, Investments
Education
University of Kentucky
Joseph Hardin's Hilliard Lyons Experience March 1999 - June 2008
Job Real Estate Agent at Weichert Realtors
Industry Real Estate
Experience
Weichert Realtors November 2012 - Present
Hilliard Lyons March 1999 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Fern Creek High School 1984 — 1988
HS Diploma, General stud
University of Louisville
BA, Psychology
Weichert Realtors November 2012 - Present
Hilliard Lyons March 1999 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Fern Creek High School 1984 — 1988
HS Diploma, General stud
University of Louisville
BA, Psychology
Lee Dentinger's Hilliard Lyons Experience
Job Vice President, Taxable Fixed Income at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons
Skills
Financial Analysis, Investments, Fixed Income
Education
University of Louisville
Hilliard Lyons
Skills
Financial Analysis, Investments, Fixed Income
Education
University of Louisville
Tim Hutson's Hilliard Lyons Experience September 2004 - Present
Job Branch Manager/Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons September 2004 - Present
Skills
Mutual Funds, Wealth Management, Portfolio Management, Investments, Series 7, Strategic Financial..., Mortgage Lending, Retirement Planning, Loans, Series 63, Financial Analysis, Securities, Risk Management
Education
University of Notre Dame 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance/Economics
Hilliard Lyons September 2004 - Present
Skills
Mutual Funds, Wealth Management, Portfolio Management, Investments, Series 7, Strategic Financial..., Mortgage Lending, Retirement Planning, Loans, Series 63, Financial Analysis, Securities, Risk Management
Education
University of Notre Dame 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance/Economics
Sheila Nail's Hilliard Lyons Experience February 2000 - December 2002
Job Administrative Manager at Cousins Properties Incorporated
Industry Real Estate
Experience
Cousins Properties Incorporated September 2014 - Present
Cousins Properties Incorporated December 2011 - September 2014
McCoy Holdings, LLC August 2008 - August 2010
Colliers Pinkard February 2003 - August 2008
Hilliard Lyons February 2000 - December 2002
CIC Systems June 1995 - May 1998
Skills
Real Estate, Lease Administration, Property, Leases, Location Intelligence, Real Estate Development, Rentals, Apartments, Yardi, Property Management, Tenant, Corporate Real Estate, Residential Homes, Landlords, Shopping Centers
Education
University of North Carolina at Charlotte
Geography
Isothermal Community College 1993 — 1994
Cousins Properties Incorporated September 2014 - Present
Cousins Properties Incorporated December 2011 - September 2014
McCoy Holdings, LLC August 2008 - August 2010
Colliers Pinkard February 2003 - August 2008
Hilliard Lyons February 2000 - December 2002
CIC Systems June 1995 - May 1998
Skills
Real Estate, Lease Administration, Property, Leases, Location Intelligence, Real Estate Development, Rentals, Apartments, Yardi, Property Management, Tenant, Corporate Real Estate, Residential Homes, Landlords, Shopping Centers
Education
University of North Carolina at Charlotte
Geography
Isothermal Community College 1993 — 1994
Wick Terrell's Hilliard Lyons Experience 2008 - 2010
Job Digital Content/Web Editor
Industry Online Media
Experience
Red Reporter August 2011 - Present
MLB Daily Dish April 2014 - November 2014
Direction Labs, Inc. March 2012 - August 2012
Mineola Farm 2010 - 2012
Hilliard Lyons 2008 - 2010
Skills
Research, Strategic Planning, Investments, Public Speaking, Editing, Microsoft Excel, Management, Finance, Blogging, Sales, Microsoft Office, Google Analytics, Microsoft Word, PowerPoint, Writing, Blogging Software, Strategic Analytics, English, Social Media, Windows, Outlook, Photoshop, Teaching, HTML, Budgets, Strategic Data Analysis, Social Media Blogging, International Trade, Stocks, Stock Management, Customer Service, Social Media Marketing
Education
University of Kentucky 2006 — 2007
Master of Business Administration (M.B.A.), Risk Management, Finance
Vanderbilt University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Woodberry Forest
Red Reporter August 2011 - Present
MLB Daily Dish April 2014 - November 2014
Direction Labs, Inc. March 2012 - August 2012
Mineola Farm 2010 - 2012
Hilliard Lyons 2008 - 2010
Skills
Research, Strategic Planning, Investments, Public Speaking, Editing, Microsoft Excel, Management, Finance, Blogging, Sales, Microsoft Office, Google Analytics, Microsoft Word, PowerPoint, Writing, Blogging Software, Strategic Analytics, English, Social Media, Windows, Outlook, Photoshop, Teaching, HTML, Budgets, Strategic Data Analysis, Social Media Blogging, International Trade, Stocks, Stock Management, Customer Service, Social Media Marketing
Education
University of Kentucky 2006 — 2007
Master of Business Administration (M.B.A.), Risk Management, Finance
Vanderbilt University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Woodberry Forest
Thomas Bender's Hilliard Lyons Experience June 2011 - August 2011
Job Research Associate at Brandes Investment Partners
Industry Financial Services
Experience
Brandes Investment Partners August 2014 - Present
Raymond James & Associates June 2013 - August 2013
Conatus Capital Management LP July 2012 - August 2012
Hilliard Lyons June 2011 - August 2011
Skills
Equities, Financial Analysis
Education
University of Notre Dame 2010 — 2014
B.B.A., Finance, Applied and Computational Mathematics and Statistics
Mater Dei High School
Brandes Investment Partners August 2014 - Present
Raymond James & Associates June 2013 - August 2013
Conatus Capital Management LP July 2012 - August 2012
Hilliard Lyons June 2011 - August 2011
Skills
Equities, Financial Analysis
Education
University of Notre Dame 2010 — 2014
B.B.A., Finance, Applied and Computational Mathematics and Statistics
Mater Dei High School
Mayria Porter's Hilliard Lyons Experience June 2012 - September 2013
Job Senior Internal Auditor at Hilliard Lyons
Industry Government Administration
Experience
Hilliard Lyons June 2012 - September 2013
Louisville Metro Government September 2009 - June 2012
Price Waterhouse Coopers January 2007 - September 2009
University of Louisville September 2005 - December 2006
PwC June 2005 - August 2005
Ashland, Inc. January 2005 - June 2005
University of Kentucky July 2004 - December 2004
Deloitte & Touche January 2004 - May 2004
Skills
Financial/ Internal...
Education
University of Louisville 2005 — 2006
Master of Business Administration (M.B.A.)
University of Kentucky 2001 — 2005
Bachelor's degree, Accounting
Hilliard Lyons June 2012 - September 2013
Louisville Metro Government September 2009 - June 2012
Price Waterhouse Coopers January 2007 - September 2009
University of Louisville September 2005 - December 2006
PwC June 2005 - August 2005
Ashland, Inc. January 2005 - June 2005
University of Kentucky July 2004 - December 2004
Deloitte & Touche January 2004 - May 2004
Skills
Financial/ Internal...
Education
University of Louisville 2005 — 2006
Master of Business Administration (M.B.A.)
University of Kentucky 2001 — 2005
Bachelor's degree, Accounting
Julia Prevett's Hilliard Lyons Experience March 2013 - Present
Job Sales Assistant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons March 2013 - Present
Hilliard Lyons March 2013 - Present
Education
University of Michigan-Flint 2006 — 2013
Bachelor of Business Administration (BBA), Finance, General
Hilliard Lyons March 2013 - Present
Hilliard Lyons March 2013 - Present
Education
University of Michigan-Flint 2006 — 2013
Bachelor of Business Administration (BBA), Finance, General
Backer Mary Ellen's Hilliard Lyons Experience July 1981 - Present
Job Financial Consultant, Office Manager, SVP at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons July 1981 - Present
Education
FINRA dispute resolution arbitrator
University of Pennsylvania - The Wharton School 1986 — 1988
Securities Industries Institutute, One week each year
Indiana State University 1973 — 1975
MS, Mathematics
St. Mary of the Woods 1959 — 1963
BA, Mathematics and Chemistry
Hilliard Lyons July 1981 - Present
Education
FINRA dispute resolution arbitrator
University of Pennsylvania - The Wharton School 1986 — 1988
Securities Industries Institutute, One week each year
Indiana State University 1973 — 1975
MS, Mathematics
St. Mary of the Woods 1959 — 1963
BA, Mathematics and Chemistry
Jim Master's Hilliard Lyons Experience January 1992 - Present
Job Senior vp at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons January 1992 - Present
Fifth Third Bank January 1987 - January 1991
Skills
Financial Services, Asset Management, Fixed Income, Strategic Financial..., Financial Analysis, Retirement, Investment Strategies, Financial Modeling, Investment Management, Banking, Estate Planning, Risk Management, FINRA, Insurance, Credit
Education
University of Kentucky 1980 — 1984
Bachelor of Business Administration (B.B.A.)
Hilliard Lyons January 1992 - Present
Fifth Third Bank January 1987 - January 1991
Skills
Financial Services, Asset Management, Fixed Income, Strategic Financial..., Financial Analysis, Retirement, Investment Strategies, Financial Modeling, Investment Management, Banking, Estate Planning, Risk Management, FINRA, Insurance, Credit
Education
University of Kentucky 1980 — 1984
Bachelor of Business Administration (B.B.A.)
Nicholas German's Hilliard Lyons Experience 2012 - 2013
Job Student at University of Michigan
Industry
Experience
Hilliard Lyons 2012 - 2013
East Quad Governing Assembly October 2011 - May 2012
Skills
Proofreading, Data Collection, Microsoft Excel, Wordsmithing, Accurate Record Keeping, Statistical Data..., Interpersonal Skill, Research, Facebook, Close Attention to..., Cold Calling
Education
University of Michigan 2011 — 2015
Economics, International Studies, Political Economy & Development, International Trade
Kensington Woods High School 2007 — 2011
Hilliard Lyons 2012 - 2013
East Quad Governing Assembly October 2011 - May 2012
Skills
Proofreading, Data Collection, Microsoft Excel, Wordsmithing, Accurate Record Keeping, Statistical Data..., Interpersonal Skill, Research, Facebook, Close Attention to..., Cold Calling
Education
University of Michigan 2011 — 2015
Economics, International Studies, Political Economy & Development, International Trade
Kensington Woods High School 2007 — 2011