Horter Investment Management, LLC
Description
Address: 11726 Seven Gables Rd, Cincinnati, OH 45249 Hours: Closed ⋅ Opens 8:30AM Wed Tuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (513) 984-9933: : Website: Category: : Place name: : : : Website: http://horterinvestment.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Tuesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 5 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Horter Investment Management, LLC Posting publicly on the Web Write a review Reviews 4 Google reviews
Horter Investment Management, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Horter Investment Management, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Horter Investment Management, LLC Salaries. You can even request information on how much does Horter Investment Management, LLC pay if you want to. Learn about salaries, pros and cons of working for Horter Investment Management, LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
23 Horter Investment Management, LLC employees in database. Find out everything there's to know about Horter Investment Management, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Horter Investment Management, LLC Employees
Employee
Years
Job
Industry
Guy Gohn Guy Gohn's Horter Investment Management, LLC Experience 2011 - February 2014
Job Founder and Managing Partner Ohio office of ASC Financial Group
Industry Financial Services
Experience
ASC Financial Group January 2011 - Present
Brookstone Capital Management February 2014 - Present
Horter Investment Management, LLC 2011 - February 2014
Magnanni, Inc. 2001 - 2011
Skills
Retirement, Investments, Retirement Planning, Wealth, Fixed Annuities, Life Insurance, IRAs, Wealth Management, Insurance, Series 65, Mutual Funds, Investment Advisory, Estate Planning, Long-term Care, Roth IRA, Financial Advisory, Strategic Financial..., Investment Strategies, Long Term Care Insurance, Term Life Insurance, Financial Planners, Portfolio Management, Financial Services, Asset Management, Wealth Preservation..., 401k, Whole Life, Universal Life, Indexed Annuities, Wealth Accumulation..., Disability Insurance, Uniform Combined State..., Investment Advisor..., Ohio Life, Finance
Education
The American College 2013 — 2014
Advanced education in Retirement Planning and Income Tax Planning
Franklin University 1998 — 2003
Accounting and Finance
Zion Bible College 1990 — 1994
Bachelor of Arts (B.A.)
ASC Financial Group January 2011 - Present
Brookstone Capital Management February 2014 - Present
Horter Investment Management, LLC 2011 - February 2014
Magnanni, Inc. 2001 - 2011
Skills
Retirement, Investments, Retirement Planning, Wealth, Fixed Annuities, Life Insurance, IRAs, Wealth Management, Insurance, Series 65, Mutual Funds, Investment Advisory, Estate Planning, Long-term Care, Roth IRA, Financial Advisory, Strategic Financial..., Investment Strategies, Long Term Care Insurance, Term Life Insurance, Financial Planners, Portfolio Management, Financial Services, Asset Management, Wealth Preservation..., 401k, Whole Life, Universal Life, Indexed Annuities, Wealth Accumulation..., Disability Insurance, Uniform Combined State..., Investment Advisor..., Ohio Life, Finance
Education
The American College 2013 — 2014
Advanced education in Retirement Planning and Income Tax Planning
Franklin University 1998 — 2003
Accounting and Finance
Zion Bible College 1990 — 1994
Bachelor of Arts (B.A.)
Chad M. Kohler Chad M. Kohler's Horter Investment Management, LLC Experience 2008 - 2009
Job Securities Arbitration and Investment Fraud Attorney
Industry Law Practice
Experience
Meyer Wilson Co., LPA 2010 - Present
The Retirement Corporation of America 2009 - 2010
Horter Investment Management, LLC 2008 - 2009
Smith Barney 2006 - 2008
Jenks, Pyper & Oxley Co., LPA 2003 - 2006
Faruki Ireland & Cox PLL 2001 - 2003
Cuyahoga County Prosecutor's Office 1999 - 2000
Education
Case Western Reserve University School of Law 1998 — 2001
JD
University of Dayton 1994 — 1998
BA, cum laude, Political Science
Meyer Wilson Co., LPA 2010 - Present
The Retirement Corporation of America 2009 - 2010
Horter Investment Management, LLC 2008 - 2009
Smith Barney 2006 - 2008
Jenks, Pyper & Oxley Co., LPA 2003 - 2006
Faruki Ireland & Cox PLL 2001 - 2003
Cuyahoga County Prosecutor's Office 1999 - 2000
Education
Case Western Reserve University School of Law 1998 — 2001
JD
University of Dayton 1994 — 1998
BA, cum laude, Political Science
Trenton Horter Trenton Horter's Horter Investment Management, LLC Experience June 2008 - January 2012
Job Senior Qualitative Research Analyst at Ipsos UU
Industry Marketing and Advertising
Experience
Ipsos UU October 2014 - Present
Ipsos Understanding UnLtd. October 2012 - October 2014
Total Quality Logistics January 2012 - October 2012
Horter Investment Management, LLC June 2008 - January 2012
West Bay Inn 2010 - 2011
Cincinnati Country Club June 2008 - January 2009
Skills
Proficient in Microsoft..., Conversational..., Marketing, Customer Service, Event Planning, Social Media, PowerPoint, Microsoft Office, Social Media Marketing, Facebook, Event Management, Sales, Public Relations, Microsoft Excel, Microsoft Word, Marketing Communications, Social Networking, Time Management, Advertising, Marketing Strategy, Teamwork, Market Research
Education
The Ohio State University 2007 — 2011
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
B.S. Business Administration, Marketing
Ipsos UU October 2014 - Present
Ipsos Understanding UnLtd. October 2012 - October 2014
Total Quality Logistics January 2012 - October 2012
Horter Investment Management, LLC June 2008 - January 2012
West Bay Inn 2010 - 2011
Cincinnati Country Club June 2008 - January 2009
Skills
Proficient in Microsoft..., Conversational..., Marketing, Customer Service, Event Planning, Social Media, PowerPoint, Microsoft Office, Social Media Marketing, Facebook, Event Management, Sales, Public Relations, Microsoft Excel, Microsoft Word, Marketing Communications, Social Networking, Time Management, Advertising, Marketing Strategy, Teamwork, Market Research
Education
The Ohio State University 2007 — 2011
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
B.S. Business Administration, Marketing
Scott Stooksbury Scott Stooksbury's Horter Investment Management, LLC Experience December 2013 - Present
Job Partner at JD Mellberg Financial, F2F Financial Advisors
Industry Financial Services
Experience
JD Mellberg Financial, F2F Financial Advisors July 2014 - Present
Horter Investment Management, LLC December 2013 - Present
Synergy Wealth Management Inc. April 2006 - Present
Fox Financial Management 2008 - December 2013
Synergy Wealth Partners, Inc. April 2006 - December 2013
Premier Mortgage Solutions, Inc. April 2007 - June 2010
Janney Montgomery Scott October 2001 - April 2005
Skills
Financial Advisory, Investment Strategies, Fixed Annuities, Retirement, Financial Planners, Series 7, Financial Goals, Wealth, Income Protection, Fixed Asset Management, CDS, Wholesale Banking, Fixed Income, Insurance, Managerial Finance, Managing Accounts, Small Business, 401k, Asset Allocation, Finance, IRAs, Management, Sales, Series 63, Financial Management, Financial Planning, Financial Advice, Private Placements,..., Income Planning, Fixed Income Products, Insurance Planning, Managed Accounts, conservative, Indexed Accounts, Series 65
Education
Kennesaw State University 1983 — 1985
BAA, Marketing
University of West Georgia 1981 — 1983
BBA, Marketing
North Cobb 1979 — 1981
McEachern HS 1978 — 1979
JD Mellberg Financial, F2F Financial Advisors July 2014 - Present
Horter Investment Management, LLC December 2013 - Present
Synergy Wealth Management Inc. April 2006 - Present
Fox Financial Management 2008 - December 2013
Synergy Wealth Partners, Inc. April 2006 - December 2013
Premier Mortgage Solutions, Inc. April 2007 - June 2010
Janney Montgomery Scott October 2001 - April 2005
Skills
Financial Advisory, Investment Strategies, Fixed Annuities, Retirement, Financial Planners, Series 7, Financial Goals, Wealth, Income Protection, Fixed Asset Management, CDS, Wholesale Banking, Fixed Income, Insurance, Managerial Finance, Managing Accounts, Small Business, 401k, Asset Allocation, Finance, IRAs, Management, Sales, Series 63, Financial Management, Financial Planning, Financial Advice, Private Placements,..., Income Planning, Fixed Income Products, Insurance Planning, Managed Accounts, conservative, Indexed Accounts, Series 65
Education
Kennesaw State University 1983 — 1985
BAA, Marketing
University of West Georgia 1981 — 1983
BBA, Marketing
North Cobb 1979 — 1981
McEachern HS 1978 — 1979
Mark R. Stern, CRPC ® Mark R. Stern, CRPC ®'s Horter Investment Management, LLC Experience October 2014 - Present
Job Investment Advisor Representative at Horter Investment Management, LLC; author of "Reaching Retirement Success"
Industry Financial Services
Experience
Horter Investment Management, LLC October 2014 - Present
Stern Financial Group, LLC January 2015 - Present
Stern Financial Group, LLC November 2009 - Present
First Financial Advisors LLC November 2011 - September 2014
Pre Paid Legal October 2006 - September 2011
Primerica 1993 - 2001
Boeing Aerospace Company August 1984 - January 1996
Santa Barbara Research Center / Hughes Aircraft Company January 1983 - August 1984
Santa Barbara Cottage Hospital 1975 - January 1983
Skills
Small Business, Investments, Retirement, Insurance, Strategic Planning, Fixed Annuities, Financial Planning, Marketing, Customer Service, Financial Advisory
Education
College for Financial Planning 2014 — 2014
Chartered Retirement Planning Counselor CRPC
University of California, Santa Barbara 1978 — 1982
Bachelor of Science, Mechanical and Environmental Engineering
Loma Linda University 1974 — 1975
Associate of Science, Respiratory Therapy
University of California, San Diego 1970 — 1973
Bachelor of Arts, Sociology
Horter Investment Management, LLC October 2014 - Present
Stern Financial Group, LLC January 2015 - Present
Stern Financial Group, LLC November 2009 - Present
First Financial Advisors LLC November 2011 - September 2014
Pre Paid Legal October 2006 - September 2011
Primerica 1993 - 2001
Boeing Aerospace Company August 1984 - January 1996
Santa Barbara Research Center / Hughes Aircraft Company January 1983 - August 1984
Santa Barbara Cottage Hospital 1975 - January 1983
Skills
Small Business, Investments, Retirement, Insurance, Strategic Planning, Fixed Annuities, Financial Planning, Marketing, Customer Service, Financial Advisory
Education
College for Financial Planning 2014 — 2014
Chartered Retirement Planning Counselor CRPC
University of California, Santa Barbara 1978 — 1982
Bachelor of Science, Mechanical and Environmental Engineering
Loma Linda University 1974 — 1975
Associate of Science, Respiratory Therapy
University of California, San Diego 1970 — 1973
Bachelor of Arts, Sociology
Josh Hays Josh Hays's Horter Investment Management, LLC Experience November 2012 - November 2013
Job Lead Software Engineer | Databases | DevOps | SaaS | Product Development
Industry Computer Software
Experience
GE Aviation October 2014 - Present
linkedü April 2014 - Present
Com-Net Software December 2013 - October 2014
Intelligrated October 2008 - December 2013
Horter Investment Management, LLC November 2012 - November 2013
L-3 Communications - KDI Precision Products 2007 - 2008
Texas Instruments 2006 - 2007
Wire to Wire Incorporated 2004 - 2006
University of Cincinnati June 2005 - September 2005
Fairfield Optimist Soccer Club 2004 - 2005
Skills
Software Development, Software Engineering, Databases, C#, .NET, SQL, Java, MongoDB, Azure, Amazon Web Services..., Git, Subversion, Continuous Integration, Visual Studio, Testing, XML, RabbitMQ, Visual Basic, Agile Methodologies, Microsoft SQL Server, Unix, Perl, Programming, Python, VB.NET, C++, XML Schema, Data Modeling, Object Oriented Design, C, Embedded Systems, Automation, Linux, Troubleshooting, Technical Writing, Technical Recruiting, Microcontrollers, Embedded Software
Education
University of Cincinnati 2003 — 2008
Bachelor of Science (B.S.), Electrical Engineering Technology, 3.87 GPA
University of Cincinnati 2003 — 2008
Bachelor of Science (BS), Computer Engineering Technology, 3.87 GPA
Fachhochschule Aachen 2007 — 2007
Computer Engineering
Ross High School 1999 — 2003
Honors Diploma
GE Aviation October 2014 - Present
linkedü April 2014 - Present
Com-Net Software December 2013 - October 2014
Intelligrated October 2008 - December 2013
Horter Investment Management, LLC November 2012 - November 2013
L-3 Communications - KDI Precision Products 2007 - 2008
Texas Instruments 2006 - 2007
Wire to Wire Incorporated 2004 - 2006
University of Cincinnati June 2005 - September 2005
Fairfield Optimist Soccer Club 2004 - 2005
Skills
Software Development, Software Engineering, Databases, C#, .NET, SQL, Java, MongoDB, Azure, Amazon Web Services..., Git, Subversion, Continuous Integration, Visual Studio, Testing, XML, RabbitMQ, Visual Basic, Agile Methodologies, Microsoft SQL Server, Unix, Perl, Programming, Python, VB.NET, C++, XML Schema, Data Modeling, Object Oriented Design, C, Embedded Systems, Automation, Linux, Troubleshooting, Technical Writing, Technical Recruiting, Microcontrollers, Embedded Software
Education
University of Cincinnati 2003 — 2008
Bachelor of Science (B.S.), Electrical Engineering Technology, 3.87 GPA
University of Cincinnati 2003 — 2008
Bachelor of Science (BS), Computer Engineering Technology, 3.87 GPA
Fachhochschule Aachen 2007 — 2007
Computer Engineering
Ross High School 1999 — 2003
Honors Diploma
Gabriel P. Janusa MBA's Horter Investment Management, LLC Experience March 2013 - Present
Job Investment Advisor Representative at Horter Investment Management, LLC
Industry Investment Management
Experience
Horter Investment Management, LLC March 2013 - Present
Demand Insurance & Benefits, LLC December 2007 - Present
Ameritas Investment Corp. September 2012 - March 2013
Ameritas Investment Corp. July 2009 - March 2013
NOLA Planning Group, LLC May 2004 - December 2007
Education
Healthcare Reform Center & Policy Institute 2013 — 2013
Certified Healthcare Reform Specialist®
University of New Orleans 2005 — 2007
MBA
University of New Orleans 1998 — 2002
Finance, Real Estate
Brother Martin 1990 — 2002
Horter Investment Management, LLC March 2013 - Present
Demand Insurance & Benefits, LLC December 2007 - Present
Ameritas Investment Corp. September 2012 - March 2013
Ameritas Investment Corp. July 2009 - March 2013
NOLA Planning Group, LLC May 2004 - December 2007
Education
Healthcare Reform Center & Policy Institute 2013 — 2013
Certified Healthcare Reform Specialist®
University of New Orleans 2005 — 2007
MBA
University of New Orleans 1998 — 2002
Finance, Real Estate
Brother Martin 1990 — 2002
Susan McNamara Musil's Horter Investment Management, LLC Experience January 2013 - April 2015
Job Investment Adviser Representative at SMM Financial Services
Industry Financial Services
Experience
SMM Financial Services - Precision Capital Management May 2015 - Present
Horter Investment Management, LLC January 2013 - April 2015
ING Financial Partners September 2007 - December 2012
SMITH HAYES Financial Services 1999 - 2007
Skills
401k Rollovers, Roth IRA, IRAs, Manage Client..., Investment Management, Financial Advisory, Financial Services, Indexed Annuities, Retirement Planning, Investments, Wealth Management, Series 65, Asset Allocation
Education
Lincoln Pius X 1962 — 1965
Missouri State University
BS, Education
University of Nebraska at Omaha
MS, Special Education
SMM Financial Services - Precision Capital Management May 2015 - Present
Horter Investment Management, LLC January 2013 - April 2015
ING Financial Partners September 2007 - December 2012
SMITH HAYES Financial Services 1999 - 2007
Skills
401k Rollovers, Roth IRA, IRAs, Manage Client..., Investment Management, Financial Advisory, Financial Services, Indexed Annuities, Retirement Planning, Investments, Wealth Management, Series 65, Asset Allocation
Education
Lincoln Pius X 1962 — 1965
Missouri State University
BS, Education
University of Nebraska at Omaha
MS, Special Education
Jason Pyles Jason Pyles's Horter Investment Management, LLC Experience August 2015 - Present
Job Vice President Sales at Horter Investment Management, LLC
Industry Financial Services
Experience
Horter Investment Management, LLC August 2015 - Present
IFN / Ohio National Financial Services January 2014 - August 2015
Northwestern Mutual March 2013 - December 2013
Western & Southern Financial Group 2009 - 2013
Western & Southern Financial Group 2005 - 2009
Western & Southern Financial Group 2000 - 2005
Western & Southern Financial Group 1998 - 2000
Pinnacle Advisory Group 1997 - 1998
Skills
Fixed Annuities, Retirement Planning, Series 6, Series 63, Life Insurance, Insurance, Mutual Funds, Retirement, Disability Insurance, Term Life Insurance, 401k, Long Term Care Insurance
Education
University of Cincinnati 1990 — 1992
Furman University 1988 — 1990
Horter Investment Management, LLC August 2015 - Present
IFN / Ohio National Financial Services January 2014 - August 2015
Northwestern Mutual March 2013 - December 2013
Western & Southern Financial Group 2009 - 2013
Western & Southern Financial Group 2005 - 2009
Western & Southern Financial Group 2000 - 2005
Western & Southern Financial Group 1998 - 2000
Pinnacle Advisory Group 1997 - 1998
Skills
Fixed Annuities, Retirement Planning, Series 6, Series 63, Life Insurance, Insurance, Mutual Funds, Retirement, Disability Insurance, Term Life Insurance, 401k, Long Term Care Insurance
Education
University of Cincinnati 1990 — 1992
Furman University 1988 — 1990
Natasha Burgess's Horter Investment Management, LLC Experience March 2008 - August 2012
Job Finance Research Specialist at Axcess Financial
Industry Financial Services
Experience
Miami University April 2015 - Present
Axcess Financial December 2013 - April 2015
Axcess Financial August 2012 - December 2013
Horter Investment Management, LLC March 2008 - August 2012
HSR Business to Business August 2007 - February 2008
Gateway Distribution September 2006 - June 2007
Biggs 2001 - 2002
Skills
Customer Service..., Compliance, Marketing, Billing Process, Financial Reporting, Financial Accounting, Microsoft Office, General Ledger, Data Entry, Leadership, Team Leadership, Mutual Funds, Account Reconciliation, Bank Reconciliation, Employee Training, Data Analysis, Database Administration, SEC filings, Communication, Change Management, Accounts Payable, Employee Benefits, Criminal Justice, AS400 system, Advent, Journal Entries
Education
Indiana Wesleyan University 2007 — 2010
Bachelor of Science (B.S.), Business Management, 3.87
Conner High School 1995 — 1999
Basic Studies, HS Diploma
Miami University April 2015 - Present
Axcess Financial December 2013 - April 2015
Axcess Financial August 2012 - December 2013
Horter Investment Management, LLC March 2008 - August 2012
HSR Business to Business August 2007 - February 2008
Gateway Distribution September 2006 - June 2007
Biggs 2001 - 2002
Skills
Customer Service..., Compliance, Marketing, Billing Process, Financial Reporting, Financial Accounting, Microsoft Office, General Ledger, Data Entry, Leadership, Team Leadership, Mutual Funds, Account Reconciliation, Bank Reconciliation, Employee Training, Data Analysis, Database Administration, SEC filings, Communication, Change Management, Accounts Payable, Employee Benefits, Criminal Justice, AS400 system, Advent, Journal Entries
Education
Indiana Wesleyan University 2007 — 2010
Bachelor of Science (B.S.), Business Management, 3.87
Conner High School 1995 — 1999
Basic Studies, HS Diploma
Emily Doerr's Horter Investment Management, LLC Experience June 2012 - Present
Job "Opportunities multiply as they are seized."
Industry Investment Management
Experience
Horter Investment Management, LLC June 2012 - Present
Solutions Staffing July 2011 - June 2012
St. Elizabeth Healthcare October 2010 - June 2011
Jared the Galleria of Jewelry November 2009 - November 2010
Best Buy October 2008 - June 2010
Skills
Leadership, Computer Proficiency, Customer Satisfaction, Outlook, Medical Records, Data Entry, Medical Terminology, Interviews, Retail Sales, ACATS, Product Knowledge, Advent, Vital Signs, Human Resources, Cash Flow, Microsoft Excel, Microsoft Office, PowerPoint, Training, Microsoft Word, Payroll, Healthcare, Management, Telephone Skills, Customer Service, Sales, Time Management, Project Management
Education
Northern Kentucky University 2008 — 2011
St. Henry District High School 2006 — 2008
High School Diploma
Mount Notre Dame High School 2004 — 2006
N/A
Horter Investment Management, LLC June 2012 - Present
Solutions Staffing July 2011 - June 2012
St. Elizabeth Healthcare October 2010 - June 2011
Jared the Galleria of Jewelry November 2009 - November 2010
Best Buy October 2008 - June 2010
Skills
Leadership, Computer Proficiency, Customer Satisfaction, Outlook, Medical Records, Data Entry, Medical Terminology, Interviews, Retail Sales, ACATS, Product Knowledge, Advent, Vital Signs, Human Resources, Cash Flow, Microsoft Excel, Microsoft Office, PowerPoint, Training, Microsoft Word, Payroll, Healthcare, Management, Telephone Skills, Customer Service, Sales, Time Management, Project Management
Education
Northern Kentucky University 2008 — 2011
St. Henry District High School 2006 — 2008
High School Diploma
Mount Notre Dame High School 2004 — 2006
N/A
Candra Spirtoff's Horter Investment Management, LLC Experience June 2012 - August 2013
Job Commercial Loan PostClosing Specialist II at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank September 2015 - Present
Fifth Third Bancorp September 2013 - September 2015
Horter Investment Management, LLC June 2012 - August 2013
Reisenfeld & Associates LPA, LLC June 2007 - June 2012
O'Connor, Acciani & Levy Co., LPA October 2005 - April 2007
Great American Cookie Company May 2000 - October 2005
Skills
Legal Documents, Notary Public, Document Review, Paralegals, Westlaw, Investment Advisor..., Real Estate, Title Insurance, Compliance, Ohio Foreclosure, SEC regulations, FINRA, Marketing Review, Investment Advisor..., Indiana Foreclosure, Kentucky Foreclosure, Email Archiving, Social Media Marketing, Advertising Review, Post Closing, Microsoft Publisher, Legal Writing, Microsoft Word, Legal Assistance, Commercial Banking, PACER, Legal Research, Bankruptcy, Courts, Pleadings, Microsoft Office, Customer Service, Outlook, Litigation, Leadership, PowerPoint, Management, Microsoft Excel, Foreclosures
Education
University of Cincinnati 2005 — 2008
Bachelor of Science (B.S.), Legal Assistant/Paralegal
University of Cincinnati 2003 — 2005
Associate of Science (A.S.), Legal Assistant/Paralegal
Ashworth College 2014 — 2015
Career Diploma, Tourism and Travel Services Management, 3.75
Fifth Third Bank September 2015 - Present
Fifth Third Bancorp September 2013 - September 2015
Horter Investment Management, LLC June 2012 - August 2013
Reisenfeld & Associates LPA, LLC June 2007 - June 2012
O'Connor, Acciani & Levy Co., LPA October 2005 - April 2007
Great American Cookie Company May 2000 - October 2005
Skills
Legal Documents, Notary Public, Document Review, Paralegals, Westlaw, Investment Advisor..., Real Estate, Title Insurance, Compliance, Ohio Foreclosure, SEC regulations, FINRA, Marketing Review, Investment Advisor..., Indiana Foreclosure, Kentucky Foreclosure, Email Archiving, Social Media Marketing, Advertising Review, Post Closing, Microsoft Publisher, Legal Writing, Microsoft Word, Legal Assistance, Commercial Banking, PACER, Legal Research, Bankruptcy, Courts, Pleadings, Microsoft Office, Customer Service, Outlook, Litigation, Leadership, PowerPoint, Management, Microsoft Excel, Foreclosures
Education
University of Cincinnati 2005 — 2008
Bachelor of Science (B.S.), Legal Assistant/Paralegal
University of Cincinnati 2003 — 2005
Associate of Science (A.S.), Legal Assistant/Paralegal
Ashworth College 2014 — 2015
Career Diploma, Tourism and Travel Services Management, 3.75
Leigh Fisher Leigh Fisher's Horter Investment Management, LLC Experience May 2015 - Present
Job Marketing and Communications Assistant at Horter Investment Management, LLC
Industry Sports
Experience
Horter Investment Management, LLC May 2015 - Present
US Bank Arena August 2014 - December 2014
University of Cincinnati August 2013 - December 2014
University of Cincinnati June 2013 - August 2014
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Sports Management
Education
University of Cincinnati 2011 — 2015
Bachelor's degree, Sports Management
Horter Investment Management, LLC May 2015 - Present
US Bank Arena August 2014 - December 2014
University of Cincinnati August 2013 - December 2014
University of Cincinnati June 2013 - August 2014
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Sports Management
Education
University of Cincinnati 2011 — 2015
Bachelor's degree, Sports Management
Stephen Dissette's Horter Investment Management, LLC Experience September 2014 - Present
Job Investment Advisor Representative at Horter Investment Management, LLC
Industry Financial Services
Experience
Horter Investment Management, LLC September 2014 - Present
World Financial Group (WFG) May 2010 - Present
Stephen D Dissette & Associates February 2010 - Present
Transamerica Financial Advisors May 2010 - August 2014
Transamerica Financial Advisors, Inc. May 2010 - August 2014
USA TAX & INSURANCE SERVICES 2008 - August 2008
Skills
Retirement Planning, Financial Planning, Insurance, Estate Planning, Investments, Financial Advisory, Strategic Financial..., Investment Advisory, Retirement, Mutual Funds, Finance, Small Business, Fixed Annuities, Strategic Planning, 401k, IRAs, Financial Services, Securities, Wealth Management, Life Insurance, Long-term Care, Investment Strategies, Disability Insurance, Wealth, Term Life Insurance, Financial Planners
Education
Northwestern University 1979 — 1983
Principia College 1982 — 1982
Horter Investment Management, LLC September 2014 - Present
World Financial Group (WFG) May 2010 - Present
Stephen D Dissette & Associates February 2010 - Present
Transamerica Financial Advisors May 2010 - August 2014
Transamerica Financial Advisors, Inc. May 2010 - August 2014
USA TAX & INSURANCE SERVICES 2008 - August 2008
Skills
Retirement Planning, Financial Planning, Insurance, Estate Planning, Investments, Financial Advisory, Strategic Financial..., Investment Advisory, Retirement, Mutual Funds, Finance, Small Business, Fixed Annuities, Strategic Planning, 401k, IRAs, Financial Services, Securities, Wealth Management, Life Insurance, Long-term Care, Investment Strategies, Disability Insurance, Wealth, Term Life Insurance, Financial Planners
Education
Northwestern University 1979 — 1983
Principia College 1982 — 1982
Jack Peters's Horter Investment Management, LLC Experience December 2012 - Present
Job Senior Vice President / Investment Advisor Representative at Horter Investment Management, LLC
Industry Investment Management
Experience
Horter Investment Management, LLC December 2012 - Present
Capitas Financial December 2002 - Present
Skills
Financial Advisory, Retirement Planning, Wealth Management, Investments, Fixed Annuities, Life Insurance, Disability Insurance, Long-term Care, Insurance, Retirement, Estate Planning, Term Life Insurance, Strategic Financial..., Long Term Care Insurance, Wealth, 401k, Financial Planners, Financial Services, Asset Management, Sales, Wealth Management..., Investment Management, Series 7, IRAs
Education
Marquette University
Horter Investment Management, LLC December 2012 - Present
Capitas Financial December 2002 - Present
Skills
Financial Advisory, Retirement Planning, Wealth Management, Investments, Fixed Annuities, Life Insurance, Disability Insurance, Long-term Care, Insurance, Retirement, Estate Planning, Term Life Insurance, Strategic Financial..., Long Term Care Insurance, Wealth, 401k, Financial Planners, Financial Services, Asset Management, Sales, Wealth Management..., Investment Management, Series 7, IRAs
Education
Marquette University
Pete Cymbalak's Horter Investment Management, LLC Experience May 2014 - Present
Job Investment Advisor Rep at Horter Investment Management, LLC
Industry Financial Services
Experience
Horter Investment Management, LLC May 2014 - Present
Empowered Financial Group 2000 - Present
Team USA Mortgage 2009 - 2010
First Financial Mortgage Corp. 2000 - 2005
Skills
Investments, Customer Service, Retirement, Strategic Planning, Residential Mortgages, Life Insurance, Retirement Planning, Fixed Annuities, Team Building, Team Leadership, Marketing, Wealth, Estate Planning, Mutual Funds, Negotiation, Strategic Financial..., Sales, Sales Management, Financial Risk, Real Estate, Term Life Insurance, 401k, Wealth Accumulation, Managed Money, Financial Planning
Education
Bob Jones University 1984 — 1985
USN
Horter Investment Management, LLC May 2014 - Present
Empowered Financial Group 2000 - Present
Team USA Mortgage 2009 - 2010
First Financial Mortgage Corp. 2000 - 2005
Skills
Investments, Customer Service, Retirement, Strategic Planning, Residential Mortgages, Life Insurance, Retirement Planning, Fixed Annuities, Team Building, Team Leadership, Marketing, Wealth, Estate Planning, Mutual Funds, Negotiation, Strategic Financial..., Sales, Sales Management, Financial Risk, Real Estate, Term Life Insurance, 401k, Wealth Accumulation, Managed Money, Financial Planning
Education
Bob Jones University 1984 — 1985
USN
Melissa Barclay's Horter Investment Management, LLC Experience November 2013 - Present
Job Marketing and Communications Specialist at Horter Investment Management
Industry Investment Management
Experience
Horter Investment Management, LLC November 2013 - Present
Rolled Alloys June 2005 - November 2013
Skills
Stainless Steel, Inventory Management, Negotiation, Manufacturing, New Business Development, Marketing, Logistics, Supply Chain, Customer Service, Sales, Purchasing, Account Management, Contract Negotiation, Forecasting, Sales Management, Marketing Strategy, Market Research
Education
University of Cincinnati College of Business 2003 — 2007
Bachelor, Marketing, Management
Horter Investment Management, LLC November 2013 - Present
Rolled Alloys June 2005 - November 2013
Skills
Stainless Steel, Inventory Management, Negotiation, Manufacturing, New Business Development, Marketing, Logistics, Supply Chain, Customer Service, Sales, Purchasing, Account Management, Contract Negotiation, Forecasting, Sales Management, Marketing Strategy, Market Research
Education
University of Cincinnati College of Business 2003 — 2007
Bachelor, Marketing, Management
Ronald Wiitala's Horter Investment Management, LLC Experience May 2015 - Present
Job Investment Advisor at Horter Investment Management, LLC
Industry Investment Management
Experience
Horter Investment Management, LLC May 2015 - Present
Wiitala Financial Services September 2013 - Present
Global Financial Private Capital, LLC August 2013 - April 2015
Creative Wealth Financial Group Inc. October 2011 - August 2013
Wiitala Financial Services September 2008 - December 2009
Federal Financial Group LLC January 2009 - October 2009
Skills
Business Planning, Wealth Accumulation, Wealth Preservation..., Estate Planning, Life Insurance, Annuities, Fixed Annuities, Retirement, Long-term Care
Education
Michigan State University 1988 — 1991
Bachelor of Science (BS), Electrical Engineering
Northern Michigan University
Horter Investment Management, LLC May 2015 - Present
Wiitala Financial Services September 2013 - Present
Global Financial Private Capital, LLC August 2013 - April 2015
Creative Wealth Financial Group Inc. October 2011 - August 2013
Wiitala Financial Services September 2008 - December 2009
Federal Financial Group LLC January 2009 - October 2009
Skills
Business Planning, Wealth Accumulation, Wealth Preservation..., Estate Planning, Life Insurance, Annuities, Fixed Annuities, Retirement, Long-term Care
Education
Michigan State University 1988 — 1991
Bachelor of Science (BS), Electrical Engineering
Northern Michigan University
Drew Horter's Horter Investment Management, LLC Experience 1991 - Present
Job Founder & Chief Investment Strategist of a Registered Investment Advisor Company| | Certified Financial Planner™
Industry Investment Management
Experience
Horter Investment Management, LLC 1991 - Present
Horter Investment Management, LLC 1991 - Present
Horter Investment Management, LLC 1991 - Present
Horter Investment Management, LLC 1991 - Present
Skills
Registered Investment..., Coaching Advisors, Mentoring Advisors, Easy to understand..., Retirement Planner, Certified Financial..., Wealth Mangemetn Firm, Financial Coaching, Financial Advisor, Retirement Income..., Financial Planning Firm, Fixed Index Annuities, Investment Management..., Advanced Investment..., Retirement Planning, Investment Management, Financial Advisory, Wealth Management, 401k, Retirement, Indexed Annuities, Portfolio Management, Financial Services, Training, Series 63, Fixed Annuities, Investments, Strategic Financial..., Series 7, Investment Advisory, Series 65, Wealth, FINRA, Fixed Income, Estate Planning, Finance, Equities, Series 6, Investment Strategies, Financial Risk, Asset Allocation, IRAs, Financial Planners, ETFs, Alternative Investments, Mutual Funds, Securities, Financial Goals, Separately Managed..., Personal Financial...
Education
College of Financial Planning
Certified Financial Planner™
University of Cincinnati
Bachelor of Arts (B.A.)
Horter Investment Management, LLC 1991 - Present
Horter Investment Management, LLC 1991 - Present
Horter Investment Management, LLC 1991 - Present
Horter Investment Management, LLC 1991 - Present
Skills
Registered Investment..., Coaching Advisors, Mentoring Advisors, Easy to understand..., Retirement Planner, Certified Financial..., Wealth Mangemetn Firm, Financial Coaching, Financial Advisor, Retirement Income..., Financial Planning Firm, Fixed Index Annuities, Investment Management..., Advanced Investment..., Retirement Planning, Investment Management, Financial Advisory, Wealth Management, 401k, Retirement, Indexed Annuities, Portfolio Management, Financial Services, Training, Series 63, Fixed Annuities, Investments, Strategic Financial..., Series 7, Investment Advisory, Series 65, Wealth, FINRA, Fixed Income, Estate Planning, Finance, Equities, Series 6, Investment Strategies, Financial Risk, Asset Allocation, IRAs, Financial Planners, ETFs, Alternative Investments, Mutual Funds, Securities, Financial Goals, Separately Managed..., Personal Financial...
Education
College of Financial Planning
Certified Financial Planner™
University of Cincinnati
Bachelor of Arts (B.A.)
Stephanie Bashardoust's Horter Investment Management, LLC Experience September 2012 - Present
Job Investment Advisor
Industry Financial Services
Experience
Horter Investment Management, LLC September 2012 - Present
Skills
Retirement Planning, Retirement, Estate Planning, 401k, Investments, Financial Services, Investment Management, Wealth, Investment Advisory, Wealth Management..., Asset Management, Life Insurance, Long Term Care Insurance, Alternative Investments, Series 65, Investment Strategies, Portfolio Management, Wealth Accumulation, 401k Rollovers, High Net Worth..., Retirement Savings, Financial Advisory, Strategic Financial..., Wealth Management, Long-term Care, Fixed Annuities, IRAs, Term Life Insurance, ETFs, Bonds, Asset Allocation, Mutual Funds, Insurance, Series 7, Series 63, Disability Insurance
Education
University of Cincinnati 1990 — 1994
Horter Investment Management, LLC September 2012 - Present
Skills
Retirement Planning, Retirement, Estate Planning, 401k, Investments, Financial Services, Investment Management, Wealth, Investment Advisory, Wealth Management..., Asset Management, Life Insurance, Long Term Care Insurance, Alternative Investments, Series 65, Investment Strategies, Portfolio Management, Wealth Accumulation, 401k Rollovers, High Net Worth..., Retirement Savings, Financial Advisory, Strategic Financial..., Wealth Management, Long-term Care, Fixed Annuities, IRAs, Term Life Insurance, ETFs, Bonds, Asset Allocation, Mutual Funds, Insurance, Series 7, Series 63, Disability Insurance
Education
University of Cincinnati 1990 — 1994