Horan Associates
Industry: Company
DescriptionFounded: 1948 Subsidiaries: Horan Securities, Inc., Asset Management Arm, Advanced Benefit Planning Inc.
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Horan Associates Employees
Employee
Years
Job
Industry
Judi Meyer Judi Meyer's Horan Associates Experience March 1997 - Present
Job Vice President at Horan Associates
Industry Insurance
Experience
Horan Associates March 1997 - Present
HORAN 1997 - Present
The Columbus Zoo March 1992 - June 1996
National MS Society March 1989 - January 1992
Skills
Managed Care, Health Insurance, Employee Benefits, Insurance, Disability Insurance, Health Savings Accounts, Life Insurance, Term Life Insurance, Brokers, Underwriting, Strategic Planning, Account Management, Employee Relations, Customer Service, Management, Health Care Reform
Education
Stetson University 1982 — 1986
Bachelor of Business Administration, Marketing
Dublin High School 1979 — 1982
High School Degree, College Prep
Horan Associates March 1997 - Present
HORAN 1997 - Present
The Columbus Zoo March 1992 - June 1996
National MS Society March 1989 - January 1992
Skills
Managed Care, Health Insurance, Employee Benefits, Insurance, Disability Insurance, Health Savings Accounts, Life Insurance, Term Life Insurance, Brokers, Underwriting, Strategic Planning, Account Management, Employee Relations, Customer Service, Management, Health Care Reform
Education
Stetson University 1982 — 1986
Bachelor of Business Administration, Marketing
Dublin High School 1979 — 1982
High School Degree, College Prep
Lily Schwartz's Horan Associates Experience May 2013 - August 2013
Job Audit Assistant at Deloitte
Industry Accounting
Experience
Deloitte June 2014 - August 2014
HORAN Associates May 2013 - August 2013
Camargo Trading Company August 2009 - June 2011
Fashion for the Cure Fundraiser August 2010 - April 2011
Sibcy Cline Realtors May 2010 - September 2010
Skills
French, Accounting, Journal Entries, Financial Analysis, Budgets, Finance, Microsoft Excel, Negotiation, Microsoft Office, Time Management, PowerPoint, Microsoft Word, Teamwork, Outlook, Leadership, Organization, Fundraising, Communication Skills
Education
Indiana University - Kelley School of Business 2011 — 2015
Accounting and Finance
Danish Institute of Study Abroad 2014 — 2014
International Business
Deloitte June 2014 - August 2014
HORAN Associates May 2013 - August 2013
Camargo Trading Company August 2009 - June 2011
Fashion for the Cure Fundraiser August 2010 - April 2011
Sibcy Cline Realtors May 2010 - September 2010
Skills
French, Accounting, Journal Entries, Financial Analysis, Budgets, Finance, Microsoft Excel, Negotiation, Microsoft Office, Time Management, PowerPoint, Microsoft Word, Teamwork, Outlook, Leadership, Organization, Fundraising, Communication Skills
Education
Indiana University - Kelley School of Business 2011 — 2015
Accounting and Finance
Danish Institute of Study Abroad 2014 — 2014
International Business
Tyler Dierkers Tyler Dierkers's Horan Associates Experience May 2010 - Present
Job Financial Analyst at HORAN Associates
Industry Insurance
Experience
HORAN Associates May 2010 - Present
FirstGroup America July 2009 - May 2010
Education
Miami University 2005 — 2009
Bachelor of Science, Finance
HORAN Associates May 2010 - Present
FirstGroup America July 2009 - May 2010
Education
Miami University 2005 — 2009
Bachelor of Science, Finance
Carrie Bishop, CBC's Horan Associates Experience 2008 - 2010
Job US Benefits Manager at Halma Holdings
Industry Human Resources
Experience
Halma Holdings July 2012 - Present
The Dental Care Plus Group 2011 - July 2012
HORAN Associates 2008 - 2010
HORAN 2001 - 2008
HORAN 1999 - 2001
Skills
Employee Benefits, Disability Insurance, Health Savings Accounts, Health Insurance, Benefits Administration, Insurance, Leadership, Managed Care, Account Management, Human Resources, Training, Performance Management, HRIS, Deferred Compensation, Management, Sales, Strategy
Education
Dale Carnegie Training
Eastern Kentucky University 1994 — 1998
BA, Marketing
Halma Holdings July 2012 - Present
The Dental Care Plus Group 2011 - July 2012
HORAN Associates 2008 - 2010
HORAN 2001 - 2008
HORAN 1999 - 2001
Skills
Employee Benefits, Disability Insurance, Health Savings Accounts, Health Insurance, Benefits Administration, Insurance, Leadership, Managed Care, Account Management, Human Resources, Training, Performance Management, HRIS, Deferred Compensation, Management, Sales, Strategy
Education
Dale Carnegie Training
Eastern Kentucky University 1994 — 1998
BA, Marketing
Lumin Wu's Horan Associates Experience April 2006 - October 2007
Job Sales Support Manager at Huawei Technologies
Industry Telecommunications
Experience
Huawei Technologies August 2010 - Present
Comerica 2007 - Present
Horan Associates April 2006 - October 2007
Skills
Financial Risk
Education
Indiana University Bloomington 2003 — 2005
Master, Financial Mathematics
Huawei Technologies August 2010 - Present
Comerica 2007 - Present
Horan Associates April 2006 - October 2007
Skills
Financial Risk
Education
Indiana University Bloomington 2003 — 2005
Master, Financial Mathematics
Jim Ortman, CFA's Horan Associates Experience May 2006 - August 2007
Job Private Banking Investment Specialist at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan July 2013 - Present
Global Platinum Securities May 2010 - Present
J.P. Morgan May 2010 - July 2013
Global Platinum Securities May 2008 - May 2010
University of Dayton 2007 - 2010
Plante & Moran June 2009 - August 2009
CBTS May 2008 - August 2008
Horan Associates May 2006 - August 2007
Skills
Investments, Portfolio Management, Financial Analysis, Financial Modeling, Bloomberg, Equity Research, Valuation, Private Banking, Asset Management, Finance, Corporate Finance, Wealth Management, Insurance, Equities, Alternative Investments
Education
University of Dayton 2006 — 2010
Business
St. Xavier High School 2002 — 2006
CFA Society
J.P. Morgan July 2013 - Present
Global Platinum Securities May 2010 - Present
J.P. Morgan May 2010 - July 2013
Global Platinum Securities May 2008 - May 2010
University of Dayton 2007 - 2010
Plante & Moran June 2009 - August 2009
CBTS May 2008 - August 2008
Horan Associates May 2006 - August 2007
Skills
Investments, Portfolio Management, Financial Analysis, Financial Modeling, Bloomberg, Equity Research, Valuation, Private Banking, Asset Management, Finance, Corporate Finance, Wealth Management, Insurance, Equities, Alternative Investments
Education
University of Dayton 2006 — 2010
Business
St. Xavier High School 2002 — 2006
CFA Society
Julie Tople CBC's Horan Associates Experience April 2004 - Present
Job Account Manager at Horan Associates
Industry Insurance
Experience
Horan Associates April 2004 - Present
Humana July 1995 - March 2004
United Dental Care June 1993 - April 1995
Anthem 1985 - 1992
Skills
Health Insurance, Insurance, Employee Benefits, Disability Insurance, Health Savings Accounts, Underwriting, Life Insurance, Benefits Administration, Claim, Medicare, Term Life Insurance, Brokers, Workers Compensation, 401k, Fixed Annuities, Long-term Care, Commercial Insurance, Property & Casualty..., Healthcare, Sales, COBRA, Retirement, Retirement Planning, Managed Care, Analysis, Group Medical, Health Care Reform, Self-funded, Dentistry, Accident, Group Insurance, Open Enrollment, Account Management
Education
The University of Akron 1978 — 1982
BS, Technical Education
Horan Associates April 2004 - Present
Humana July 1995 - March 2004
United Dental Care June 1993 - April 1995
Anthem 1985 - 1992
Skills
Health Insurance, Insurance, Employee Benefits, Disability Insurance, Health Savings Accounts, Underwriting, Life Insurance, Benefits Administration, Claim, Medicare, Term Life Insurance, Brokers, Workers Compensation, 401k, Fixed Annuities, Long-term Care, Commercial Insurance, Property & Casualty..., Healthcare, Sales, COBRA, Retirement, Retirement Planning, Managed Care, Analysis, Group Medical, Health Care Reform, Self-funded, Dentistry, Accident, Group Insurance, Open Enrollment, Account Management
Education
The University of Akron 1978 — 1982
BS, Technical Education
Chris Mihin's Horan Associates Experience July 2007 - Present
Job Sales Executive at Horan Associates
Industry Insurance
Experience
Horan Associates July 2007 - Present
Anthem April 2005 - July 2007
The Callos Companies 1999 - 2000
The Callos Companies 1999 - 2000
Skills
Insurance, Employee Benefits, Sales, Customer Service, Account Management
Education
Springfield College 2000 — 2002
Master of Science, Industrial/Organizational Psychology
The College of Wooster 1995 — 1999
Bachelor of Arts, Psychology
Horan Associates July 2007 - Present
Anthem April 2005 - July 2007
The Callos Companies 1999 - 2000
The Callos Companies 1999 - 2000
Skills
Insurance, Employee Benefits, Sales, Customer Service, Account Management
Education
Springfield College 2000 — 2002
Master of Science, Industrial/Organizational Psychology
The College of Wooster 1995 — 1999
Bachelor of Arts, Psychology
Cherri Jutzi-Geiger's Horan Associates Experience November 1994 - June 1995
Job Market Director at Vision Service Plan
Industry Insurance
Experience
Vision Service Plan July 2000 - Present
Vision Service Plan August 1995 - Present
Horan Associates November 1994 - June 1995
YMCA of Greater Cincinnati November 1986 - November 1994
Skills
Health Insurance, Sales, New Business Development, Management, Customer Service, Sales Operations, Time Management, Insurance, Public Relations, Customer Retention, Training, Team Building, Direct Sales, Sales Management
Education
University of Cincinnati
B.S., Education
Vision Service Plan July 2000 - Present
Vision Service Plan August 1995 - Present
Horan Associates November 1994 - June 1995
YMCA of Greater Cincinnati November 1986 - November 1994
Skills
Health Insurance, Sales, New Business Development, Management, Customer Service, Sales Operations, Time Management, Insurance, Public Relations, Customer Retention, Training, Team Building, Direct Sales, Sales Management
Education
University of Cincinnati
B.S., Education
Kelly DiNardo, CBC's Horan Associates Experience November 2005 - September 2012
Job Senior Director, Member Analytics at Employers Health Purchasing Corporation
Industry Insurance
Experience
Employers Health Coalition, Inc. October 2012 - Present
Horan Associates November 2005 - September 2012
Coventry Health Care February 2002 - November 2005
Balanced Care for Women December 2000 - February 2002
Skills
Health Insurance, Healthcare, Account Management, Health Savings Accounts, Managed Care, Strategic Planning, Team Building, Customer Service, Health Care Reform, Insurance, Coaching, Process Improvement, Employee Wellness..., Strategy, Risk Management, Data Analysis, Data Warehousing, Data Management, Clinical Data Management, Databases, Health Management, Strategy Implementation, Project Management, Budgets, Financial Analysis, Change Management, Employee Benefits Design, Health Education, Benefit Plan..., Voluntary Employee..., Pharmacy Benefit...
Education
University of Missouri-Saint Louis 1998 — 2002
BA, Psychology
Employers Health Coalition, Inc. October 2012 - Present
Horan Associates November 2005 - September 2012
Coventry Health Care February 2002 - November 2005
Balanced Care for Women December 2000 - February 2002
Skills
Health Insurance, Healthcare, Account Management, Health Savings Accounts, Managed Care, Strategic Planning, Team Building, Customer Service, Health Care Reform, Insurance, Coaching, Process Improvement, Employee Wellness..., Strategy, Risk Management, Data Analysis, Data Warehousing, Data Management, Clinical Data Management, Databases, Health Management, Strategy Implementation, Project Management, Budgets, Financial Analysis, Change Management, Employee Benefits Design, Health Education, Benefit Plan..., Voluntary Employee..., Pharmacy Benefit...
Education
University of Missouri-Saint Louis 1998 — 2002
BA, Psychology
Rachele WolfThomas's Horan Associates Experience August 2015 - Present
Job N/A
Industry Financial Services
Experience
HORAN Associates August 2015 - Present
Fidelity Investments March 2006 - July 2015
KeyBank March 1996 - March 2006
Skills
Risk Management, Relationship Management, Portfolio Management, Financial Services, Banking
Education
Institute for Integrative Nutrition 2011 — 2012
Certified Nutrition Counselor
University of Cincinnati 1990 — 1994
HORAN Associates August 2015 - Present
Fidelity Investments March 2006 - July 2015
KeyBank March 1996 - March 2006
Skills
Risk Management, Relationship Management, Portfolio Management, Financial Services, Banking
Education
Institute for Integrative Nutrition 2011 — 2012
Certified Nutrition Counselor
University of Cincinnati 1990 — 1994
Shelly Hodges-Konys's Horan Associates Experience August 2002 - August 2010
Job Compliance Officer at HORAN
Industry Insurance
Experience
HORAN April 2013 - Present
ETR Group, LLC August 2010 - Present
Horan Associates August 2002 - August 2010
Marsh April 2001 - June 2002
Marsh October 1997 - April 2001
Skills
Disability Insurance, Underwriting, Health Savings Accounts, Claim, Account Management, Process Improvement, Health Care Reform, Customer Service, Sales, Team Building, Employee Relations, Benefits Administration, Commercial Insurance, Sales Management, Public Speaking, Employee Benefits
Education
University of North Carolina at Chapel Hill 1991 — 1995
BSPH, Health Administration
HORAN April 2013 - Present
ETR Group, LLC August 2010 - Present
Horan Associates August 2002 - August 2010
Marsh April 2001 - June 2002
Marsh October 1997 - April 2001
Skills
Disability Insurance, Underwriting, Health Savings Accounts, Claim, Account Management, Process Improvement, Health Care Reform, Customer Service, Sales, Team Building, Employee Relations, Benefits Administration, Commercial Insurance, Sales Management, Public Speaking, Employee Benefits
Education
University of North Carolina at Chapel Hill 1991 — 1995
BSPH, Health Administration
Ashley Pelton's Horan Associates Experience June 2008 - May 2011
Job Financial Cost Accountant at Lang Pharma Nutrition
Industry Accounting
Experience
Lang Pharma Nutrition September 2012 - Present
Duro Textiles, LLC February 2011 - September 2012
Horan Associates June 2008 - May 2011
U.S. Art Company, Inc June 2010 - February 2011
Skills
Accounts Payable, General Ledger, Accounts Receivable, Accounting, Account Reconciliation, Bank Reconciliation, Bookkeeping, QuickBooks, Invoicing, Payroll, Journal Entries, Sales & Use Tax, Inventory Valuation, Accruals, Multi-State Sales Tax, Fixed Assets, Tax Reporting, Balance, Gross Margin, G/L Reconciliations, Balance Sheet, Microsoft Excel, Microsoft Office, Analysis, Tax, Corporate Tax, Finance, Process Improvement, Auditing, Leadership
Education
American InterContinental University 2012 — 2013
Master of Business Administration (M.B.A.), Accounting, 3.96
Bridgewater State College 2008 — 2010
Bachelor's degree, Accounting and Finance
Bristol Community College 2006 — 2008
Associate of Arts (A.A.), Business Administration and Management, General
Lang Pharma Nutrition September 2012 - Present
Duro Textiles, LLC February 2011 - September 2012
Horan Associates June 2008 - May 2011
U.S. Art Company, Inc June 2010 - February 2011
Skills
Accounts Payable, General Ledger, Accounts Receivable, Accounting, Account Reconciliation, Bank Reconciliation, Bookkeeping, QuickBooks, Invoicing, Payroll, Journal Entries, Sales & Use Tax, Inventory Valuation, Accruals, Multi-State Sales Tax, Fixed Assets, Tax Reporting, Balance, Gross Margin, G/L Reconciliations, Balance Sheet, Microsoft Excel, Microsoft Office, Analysis, Tax, Corporate Tax, Finance, Process Improvement, Auditing, Leadership
Education
American InterContinental University 2012 — 2013
Master of Business Administration (M.B.A.), Accounting, 3.96
Bridgewater State College 2008 — 2010
Bachelor's degree, Accounting and Finance
Bristol Community College 2006 — 2008
Associate of Arts (A.A.), Business Administration and Management, General
Jennifer Johnson, CEBS's Horan Associates Experience 2007 - Present
Job Service Representative at HORAN
Industry Insurance
Experience
HORAN June 2007 - Present
Horan Associates 2007 - Present
Lang Financial Group December 1999 - June 2007
Skills
Disability Insurance, Health Insurance, Account Management, Customer Service, Employee Benefits, Insurance, Life Insurance, Term Life Insurance, Health Savings Accounts, Sales, Brokers, Underwriting
Education
University of Cincinnati 1996 — 1999
Associates, Social Work
HORAN June 2007 - Present
Horan Associates 2007 - Present
Lang Financial Group December 1999 - June 2007
Skills
Disability Insurance, Health Insurance, Account Management, Customer Service, Employee Benefits, Insurance, Life Insurance, Term Life Insurance, Health Savings Accounts, Sales, Brokers, Underwriting
Education
University of Cincinnati 1996 — 1999
Associates, Social Work
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