Huntington Asset Services
Industry: Company
DescriptionHeadquarters: Indianapolis, IN Founded: 1952 Parent organization: Ultimus Fund Solutions, LLC
Huntington Asset Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Huntington Asset Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Huntington Asset Services Salaries. You can even request information on how much does Huntington Asset Services pay if you want to. Learn about salaries, pros and cons of working for Huntington Asset Services 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!
28 Huntington Asset Services employees in database. Find out everything there's to know about Huntington Asset Services 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.
Huntington Asset Services Employees
Employee
Years
Job
Industry
Stephen Zych Stephen Zych's Huntington Asset Services Experience February 2011 - April 2012
Job Staff Accountant at h.h. gregg
Industry Accounting
Experience
h.h. gregg April 2012 - Present
Huntington Asset Services February 2011 - April 2012
Huntington Asset Services December 2010 - February 2011
Huntington National Bank December 2008 - December 2010
Indiana Black Expo, Inc. May 2007 - August 2007
Education
Indiana University-Purdue University at Indianapolis 2009 — 2011
Masters of Science, Accounting
Purdue University 2004 — 2008
Bachelor of Science, Management
h.h. gregg April 2012 - Present
Huntington Asset Services February 2011 - April 2012
Huntington Asset Services December 2010 - February 2011
Huntington National Bank December 2008 - December 2010
Indiana Black Expo, Inc. May 2007 - August 2007
Education
Indiana University-Purdue University at Indianapolis 2009 — 2011
Masters of Science, Accounting
Purdue University 2004 — 2008
Bachelor of Science, Management
Greg Korte Greg Korte's Huntington Asset Services Experience 1993 - 1998
Job Principal, Head of North American Trust/Custody & Securities Lending Consulting at Mercer
Industry Financial Services
Experience
Mercer May 2014 - Present
Korte & Associates Consulting, LLC April 2008 - May 2014
Russell Investments 2006 - 2008
Russell Investments 2001 - 2006
Huntington Asset Services 1993 - 1998
BISYS Fund Services 1986 - 1993
Skills
Financial Services, Mutual Funds, Hedge Funds, Investment Management, Fund Of Funds, Equities, Fixed Income, Vendor Management, Pensions, Securities Lending, Portfolio Management, Bloomberg, Project Management, Fund Administration, Derivatives, Due Diligence, Private Equity, Risk Management, New Business Development, Process Improvement, Banking, Financial Operations..., Leadership, Global Custody..., Trust and Separate..., Client Relationship..., Financial Reporting, Internal Controls, Asset Management..., Regulatory Audits, Mutual Fund Accounting, Mutual Fund..., International Vendor..., Contract Negotiations, Budgeting, Technology..., Global Securities..., Investment Performance..., SEC, IRS, DOL..., Lean Sigma, Customized RFP/RFI..., Vendor technology...
Education
Franklin University 1984 — 1986
Bachelor of Science, Finance and Management
Mercer May 2014 - Present
Korte & Associates Consulting, LLC April 2008 - May 2014
Russell Investments 2006 - 2008
Russell Investments 2001 - 2006
Huntington Asset Services 1993 - 1998
BISYS Fund Services 1986 - 1993
Skills
Financial Services, Mutual Funds, Hedge Funds, Investment Management, Fund Of Funds, Equities, Fixed Income, Vendor Management, Pensions, Securities Lending, Portfolio Management, Bloomberg, Project Management, Fund Administration, Derivatives, Due Diligence, Private Equity, Risk Management, New Business Development, Process Improvement, Banking, Financial Operations..., Leadership, Global Custody..., Trust and Separate..., Client Relationship..., Financial Reporting, Internal Controls, Asset Management..., Regulatory Audits, Mutual Fund Accounting, Mutual Fund..., International Vendor..., Contract Negotiations, Budgeting, Technology..., Global Securities..., Investment Performance..., SEC, IRS, DOL..., Lean Sigma, Customized RFP/RFI..., Vendor technology...
Education
Franklin University 1984 — 1986
Bachelor of Science, Finance and Management
Kyle Chapple Kyle Chapple's Huntington Asset Services Experience July 2010 - May 2014
Job Relationship Assistant at TriStar Trust Bank
Industry Financial Services
Experience
Tri-Star Trust Bank June 2014 - Present
Huntington Asset Services July 2010 - May 2014
Skills
Securities, Mutual Funds, Fund Administration, Asset Management, Financial Services, Alternative Investments, Investments, Fixed Income, Accounting, Wealth Management, Financial Reporting
Education
Saginaw Valley State University 2007 — 2008
Bachelor, Finance
Northwestern Michigan College 2004 — 2006
Associates, Science & Arts
Tri-Star Trust Bank June 2014 - Present
Huntington Asset Services July 2010 - May 2014
Skills
Securities, Mutual Funds, Fund Administration, Asset Management, Financial Services, Alternative Investments, Investments, Fixed Income, Accounting, Wealth Management, Financial Reporting
Education
Saginaw Valley State University 2007 — 2008
Bachelor, Finance
Northwestern Michigan College 2004 — 2006
Associates, Science & Arts
Alexandria Caravetta Alexandria Caravetta's Huntington Asset Services Experience March 2012 - February 2015
Job Vice President at Citi Private Equity Services
Industry Financial Services
Experience
Citi February 2015 - Present
Huntington Asset Services March 2012 - February 2015
JP Morgan Chase July 2008 - January 2012
Huntington National Bank January 2005 - July 2008
Ohio Police and Fire Pension Fund April 2002 - January 2005
BISYS Fund Services March 1998 - April 2002
Banc One Securities Corporation February 1996 - September 1998
Skills
Global Custody, Risk Management, Compliance, Mutual Funds, Process Improvement, Coaching, Investment Management, Business Analysis, Portfolio Management, Financial Services, Capital Markets, Relationship Management, Alternative Investments, Fund Accounting, Banking, Trading, Financial Risk
Education
The Ohio State University 1990 — 1995
The College Arts and Science, Psychology
Citi February 2015 - Present
Huntington Asset Services March 2012 - February 2015
JP Morgan Chase July 2008 - January 2012
Huntington National Bank January 2005 - July 2008
Ohio Police and Fire Pension Fund April 2002 - January 2005
BISYS Fund Services March 1998 - April 2002
Banc One Securities Corporation February 1996 - September 1998
Skills
Global Custody, Risk Management, Compliance, Mutual Funds, Process Improvement, Coaching, Investment Management, Business Analysis, Portfolio Management, Financial Services, Capital Markets, Relationship Management, Alternative Investments, Fund Accounting, Banking, Trading, Financial Risk
Education
The Ohio State University 1990 — 1995
The College Arts and Science, Psychology
Jim Deisher Jim Deisher's Huntington Asset Services Experience December 2006 - September 2013
Job Investment Accounting Analyst at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc. September 2013 - Present
Huntington Asset Services December 2006 - September 2013
OneAmerica Financial Partners Inc. January 2001 - December 2006
Skills
Securities, Fund Accounting, Financial Services, Investments, Asset Management, Equities, Financial Analysis, Banking, Fixed Income, Derivatives, Accounting, Financial Reporting, Alternative Investments, Microsoft Excel, Portfolio Management, Valuation, Financial Modeling
Education
Anderson University 2001 — 2003
Master's degree, Business Administration and Management, General
Eastern Illinois University 1995 — 1997
Bachelor's degree, Finance, General
Forethought Financial Group, Inc. September 2013 - Present
Huntington Asset Services December 2006 - September 2013
OneAmerica Financial Partners Inc. January 2001 - December 2006
Skills
Securities, Fund Accounting, Financial Services, Investments, Asset Management, Equities, Financial Analysis, Banking, Fixed Income, Derivatives, Accounting, Financial Reporting, Alternative Investments, Microsoft Excel, Portfolio Management, Valuation, Financial Modeling
Education
Anderson University 2001 — 2003
Master's degree, Business Administration and Management, General
Eastern Illinois University 1995 — 1997
Bachelor's degree, Finance, General
Jeffrey Kinsey's Huntington Asset Services Experience January 2013 - August 2014
Job Managing Partner at Kinsey Ventures, LLC, a Financial Services Consultant
Industry Financial Services
Experience
Prestige Affordable Housing Equity Partners April 2015 - Present
Kinsey Ventures, LLC, a Financial Services Consultant August 2014 - April 2015
Huntington Asset Services January 2013 - August 2014
JP Morgan July 2010 - January 2013
Citi February 2005 - July 2010
State Street February 2000 - April 2005
Bank of New York Mellon 1996 - 2000
Bankers Trust Company 1992 - 1996
Skills
Asset Managment, Banking, Securities, Financial Services, Fund Accounting, Fund Administration, Equities, Mutual Funds, Portfolio Management, Investments, Fixed Income, Financial Markets, Financial Analysis, Private Equity, Derivatives, Valuation, Risk Management, Wealth Management, Due Diligence, Asset Management, Business Development, Investment Management, Hedge Funds, Series 7, Alternative Investments
Education
University of Southern California 1986 — 1990
BS, Finance and Entrepreneurship
Dominican University of California 2001 — 2003
MBA, Strategic Leadership
Prestige Affordable Housing Equity Partners April 2015 - Present
Kinsey Ventures, LLC, a Financial Services Consultant August 2014 - April 2015
Huntington Asset Services January 2013 - August 2014
JP Morgan July 2010 - January 2013
Citi February 2005 - July 2010
State Street February 2000 - April 2005
Bank of New York Mellon 1996 - 2000
Bankers Trust Company 1992 - 1996
Skills
Asset Managment, Banking, Securities, Financial Services, Fund Accounting, Fund Administration, Equities, Mutual Funds, Portfolio Management, Investments, Fixed Income, Financial Markets, Financial Analysis, Private Equity, Derivatives, Valuation, Risk Management, Wealth Management, Due Diligence, Asset Management, Business Development, Investment Management, Hedge Funds, Series 7, Alternative Investments
Education
University of Southern California 1986 — 1990
BS, Finance and Entrepreneurship
Dominican University of California 2001 — 2003
MBA, Strategic Leadership
Brian Blomquist Brian Blomquist's Huntington Asset Services Experience February 2010 - March 2012
Job Owner of B Squared
Industry Financial Services
Experience
B Squared Bar & Grill and B Squared Country Saloon January 2013 - Present
TCL Associates, Inc. February 2000 - Present
Huntington Asset Services February 2010 - March 2012
The Huntington National Bank July 2008 - March 2012
TCL Associates, Inc. January 2000 - March 2008
Lindner Funds 1984 - 1999
Skills
Mutual Funds, Securities, Fund Administration, Fund Accounting, Banking, Financial Services, Accounting, Alternative Investments, Asset Management, Funding, Hedge Funds, Investments, Leadership, Mergers, Portfolio Management, Wealth Management
Education
Kentucky Wesleyan College 1977 — 1981
BA, Accounting
B Squared Bar & Grill and B Squared Country Saloon January 2013 - Present
TCL Associates, Inc. February 2000 - Present
Huntington Asset Services February 2010 - March 2012
The Huntington National Bank July 2008 - March 2012
TCL Associates, Inc. January 2000 - March 2008
Lindner Funds 1984 - 1999
Skills
Mutual Funds, Securities, Fund Administration, Fund Accounting, Banking, Financial Services, Accounting, Alternative Investments, Asset Management, Funding, Hedge Funds, Investments, Leadership, Mergers, Portfolio Management, Wealth Management
Education
Kentucky Wesleyan College 1977 — 1981
BA, Accounting
Mohammed Sayeed, MBA's Huntington Asset Services Experience December 2006 - March 2009
Job Supervisor at Citi Group
Industry Financial Services
Experience
Sycamore Rehabilitation Services, Inc. December 2014 - Present
Citi Group April 2011 - May 2012
Thomas E. Bastin CPA & Associates March 2009 - April 2011
Huntington Asset Services December 2006 - March 2009
OneAmerica May 2000 - December 2006
Stoops Nationalease, Inc. July 1999 - April 2000
Skills
Auditing, General Ledger, Financial Reporting, Financial Analysis, Accounting, Mutual Funds, Financial Modeling, Process Improvement, Financial Services, Investments, Budgets, Microsoft Excel, Strategic Financial..., Forecasting, Securities, Corporate Finance, Sarbanes-Oxley Act, Access, Analysis, Managerial Finance, Finance, Financial Planning, Internal Controls, Investment Management, Risk Management
Education
University of Indianapolis - School of Business 2007 — 2009
MBA
University of Indianapolis
Bachelor, Accounting
Sycamore Rehabilitation Services, Inc. December 2014 - Present
Citi Group April 2011 - May 2012
Thomas E. Bastin CPA & Associates March 2009 - April 2011
Huntington Asset Services December 2006 - March 2009
OneAmerica May 2000 - December 2006
Stoops Nationalease, Inc. July 1999 - April 2000
Skills
Auditing, General Ledger, Financial Reporting, Financial Analysis, Accounting, Mutual Funds, Financial Modeling, Process Improvement, Financial Services, Investments, Budgets, Microsoft Excel, Strategic Financial..., Forecasting, Securities, Corporate Finance, Sarbanes-Oxley Act, Access, Analysis, Managerial Finance, Finance, Financial Planning, Internal Controls, Investment Management, Risk Management
Education
University of Indianapolis - School of Business 2007 — 2009
MBA
University of Indianapolis
Bachelor, Accounting
Brandy Dickerson's Huntington Asset Services Experience October 2007 - June 2011
Job Customer Credit representative at IPL
Industry Utilities
Experience
Indianapolis Power & Light Company 2015 - Present
Comlux Aviation US May 2013 - August 2014
Huntington Asset Services October 2007 - June 2011
Citizens Energy Group April 2004 - September 2007
Skills
Document Management, Customer Service, Problem Solving, Software Documentation, Microsoft Excel, Filing, Invoicing, Outlook, Troubleshooting, Records Management, Data Entry, Microsoft Office, Microsoft Word, Databases, Quality Assurance, Access, Process Improvement
Education
Marian University 2005 — 2008
Bachelor's Degree, Business Administration and Management, Marketing
Franklin College 2002 — 2004
Bachelor of Arts (B.A.), Education
Indianapolis Power & Light Company 2015 - Present
Comlux Aviation US May 2013 - August 2014
Huntington Asset Services October 2007 - June 2011
Citizens Energy Group April 2004 - September 2007
Skills
Document Management, Customer Service, Problem Solving, Software Documentation, Microsoft Excel, Filing, Invoicing, Outlook, Troubleshooting, Records Management, Data Entry, Microsoft Office, Microsoft Word, Databases, Quality Assurance, Access, Process Improvement
Education
Marian University 2005 — 2008
Bachelor's Degree, Business Administration and Management, Marketing
Franklin College 2002 — 2004
Bachelor of Arts (B.A.), Education
Alexander DeMario Alexander DeMario's Huntington Asset Services Experience March 2014 - Present
Job Mutual Fund Accountant at Huntington Asset Services
Industry Financial Services
Experience
Huntington Asset Services March 2014 - Present
Symposium June 2011 - July 2011
Skills
Microsoft Office, Equities, Mutual Funds, Fund Accounting, Bloomberg Terminal, Finance, Equity Research, Fund Administration, Investments, Securities, Valuation, Microsoft Excel, Time Management, PowerPoint, Microsoft Word
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2013
Bachelor of Science in Business Administration, Finance Investment Management
Huntington Asset Services March 2014 - Present
Symposium June 2011 - July 2011
Skills
Microsoft Office, Equities, Mutual Funds, Fund Accounting, Bloomberg Terminal, Finance, Equity Research, Fund Administration, Investments, Securities, Valuation, Microsoft Excel, Time Management, PowerPoint, Microsoft Word
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2013
Bachelor of Science in Business Administration, Finance Investment Management
Jack O'Tain's Huntington Asset Services Experience December 2006 - Present
Job Vice President, Sales | Public and Private Sector Experience | Risk and Compliance Oriented | Revenue Growth Focused
Industry Financial Services
Experience
Huntington Asset Services December 2006 - Present
Unified Fund Services January 2004 - December 2006
Unified Fund Services November 2002 - January 2004
Unified Fund Services September 1998 - November 2002
Skills
Investments, Securities, Mutual Funds, Financial Services, Telecommunications, Sales, Fixed Income, Equities, Asset Management, Wealth Management
Education
Purdue University
Bachelor of Science, Electrical Technology
Huntington Asset Services December 2006 - Present
Unified Fund Services January 2004 - December 2006
Unified Fund Services November 2002 - January 2004
Unified Fund Services September 1998 - November 2002
Skills
Investments, Securities, Mutual Funds, Financial Services, Telecommunications, Sales, Fixed Income, Equities, Asset Management, Wealth Management
Education
Purdue University
Bachelor of Science, Electrical Technology
Marc Guthrie Marc Guthrie's Huntington Asset Services Experience December 2014 - Present
Job Accounting Professional
Industry Accounting
Experience
Huntington Asset Services December 2014 - Present
Citi January 2012 - September 2014
Citi May 2010 - December 2011
Citi January 2006 - May 2010
Citi September 2000 - December 2005
Skills
Portfolio Management, Financial Modeling, Mutual Funds, Financial Analysis, Alternative Investments, Valuation, Fixed Income, Asset Management, Investments, Equities, Hedge Funds, Derivatives, Expense Management, Account Reconciliation, Strong Leadership Skills, Relationship Management, Improve Process Controls, Microsoft Excel, Microsoft Word, Outlook, Lotus Notes, Frontier, Confluence, Settlement, General Ledger, Bookkeeping, Swaps, Fund Administration, Fund Of Funds, Auditing, Financial Reporting, Corporate Actions, Accruals, GAAP, Financial Statements, Sarbanes-Oxley, Financial Statement..., SEC filings, Financial Services, Securities, Accounting, Management, Process Improvement
Education
Ohio Dominican University 2015 — 2017
Pursuing Business Administration Bachelors (minor in marketing), Business, Management, Marketing, and Related Support Services
Huntington Asset Services December 2014 - Present
Citi January 2012 - September 2014
Citi May 2010 - December 2011
Citi January 2006 - May 2010
Citi September 2000 - December 2005
Skills
Portfolio Management, Financial Modeling, Mutual Funds, Financial Analysis, Alternative Investments, Valuation, Fixed Income, Asset Management, Investments, Equities, Hedge Funds, Derivatives, Expense Management, Account Reconciliation, Strong Leadership Skills, Relationship Management, Improve Process Controls, Microsoft Excel, Microsoft Word, Outlook, Lotus Notes, Frontier, Confluence, Settlement, General Ledger, Bookkeeping, Swaps, Fund Administration, Fund Of Funds, Auditing, Financial Reporting, Corporate Actions, Accruals, GAAP, Financial Statements, Sarbanes-Oxley, Financial Statement..., SEC filings, Financial Services, Securities, Accounting, Management, Process Improvement
Education
Ohio Dominican University 2015 — 2017
Pursuing Business Administration Bachelors (minor in marketing), Business, Management, Marketing, and Related Support Services
Jing-Xiu Li, CPA's Huntington Asset Services Experience January 2008 - September 2012
Job Assistant Vice President at U.S. Bancorp Fund Services, LLC
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC September 2012 - Present
Huntington Asset Services January 2008 - September 2012
Ernst & Young February 2002 - January 2008
Conseco January 2000 - January 2002
Skills
Mutual Funds, Hedge Funds, Securities, Tax, Derivatives, Fund Of Funds, Financial Reporting, Financial Services, Tax Accounting, Financial Analysis
Education
Ball State University - College of Business 1997 — 1999
BS, Accounting, GPA 3.75 (in a 4.0 scale)
Guangdong Business College 1991 — 1995
Bachelor's Degree (Incomplete) in International Trade
U.S. Bancorp Fund Services, LLC September 2012 - Present
Huntington Asset Services January 2008 - September 2012
Ernst & Young February 2002 - January 2008
Conseco January 2000 - January 2002
Skills
Mutual Funds, Hedge Funds, Securities, Tax, Derivatives, Fund Of Funds, Financial Reporting, Financial Services, Tax Accounting, Financial Analysis
Education
Ball State University - College of Business 1997 — 1999
BS, Accounting, GPA 3.75 (in a 4.0 scale)
Guangdong Business College 1991 — 1995
Bachelor's Degree (Incomplete) in International Trade
Kaybee Woodson's Huntington Asset Services Experience December 2012 - Present
Job Senior Compliance Analyst
Industry Investment Management
Experience
Huntington Asset Services, Inc. February 2009 - Present
Huntington Asset Services December 2012 - Present
Huntington Asset Services July 2006 - January 2012
Unified Fund Services March 2006 - July 2010
Skills
SEC, Corporate Governance, FINRA, Investments, Accounting, Investment Company Act, Portfolio Management, Charles River IMS, Investment Advisers Act, Securities Regulation, Research, Customer Service, Disaster Recovery, Auditing, AML, IRS 851 Regulations, Bloomberg Classification, Compliance, Creative Problem Solving, EDGAR filings, Investment Compliance, FINRA NASD 2830, Education, Creative Writing, SEC 2a7, SEC regulations, Rule 144, Commodity Pools, Securities, Mutual Funds
Education
Ball State University
Bachelor's degree, Secondary Education and Teaching/Departmental History
Huntington Asset Services, Inc. February 2009 - Present
Huntington Asset Services December 2012 - Present
Huntington Asset Services July 2006 - January 2012
Unified Fund Services March 2006 - July 2010
Skills
SEC, Corporate Governance, FINRA, Investments, Accounting, Investment Company Act, Portfolio Management, Charles River IMS, Investment Advisers Act, Securities Regulation, Research, Customer Service, Disaster Recovery, Auditing, AML, IRS 851 Regulations, Bloomberg Classification, Compliance, Creative Problem Solving, EDGAR filings, Investment Compliance, FINRA NASD 2830, Education, Creative Writing, SEC 2a7, SEC regulations, Rule 144, Commodity Pools, Securities, Mutual Funds
Education
Ball State University
Bachelor's degree, Secondary Education and Teaching/Departmental History
Sean Tosino's Huntington Asset Services Experience May 2013 - Present
Job Student at Indiana UniversityPurdue University at Indianapolis
Industry Financial Services
Experience
Huntington Asset Services May 2013 - Present
Adecco Staffing, USA April 2012 - May 2013
Spherion October 2011 - April 2012
Tibbs Drive-In Theatre June 2009 - August 2011
Education
Indiana University-Purdue University at Indianapolis 2011 — 2015
Purdue University 2009 — 2011
Pre-Pharmacy Studies
Huntington Asset Services May 2013 - Present
Adecco Staffing, USA April 2012 - May 2013
Spherion October 2011 - April 2012
Tibbs Drive-In Theatre June 2009 - August 2011
Education
Indiana University-Purdue University at Indianapolis 2011 — 2015
Purdue University 2009 — 2011
Pre-Pharmacy Studies
Joe Mott's Huntington Asset Services Experience December 2013 - January 2015
Job Data Systems Analyst at Eli Lilly and Company
Industry Financial Services
Experience
Eli Lilly and Company January 2015 - Present
Huntington Asset Services December 2013 - January 2015
Citi October 2010 - December 2013
Citi January 2009 - October 2010
Citi September 2007 - January 2009
Spirit of America National Bank June 2005 - September 2007
Fifth Third Bank January 2004 - May 2005
Macy's 1999 - 2001
Skills
Mutual Funds, Financial Services, Process Improvement, Microsoft Excel, Analysis, Management, Leadership, Account Reconciliation, Training, Fund Accounting, Financial Analysis, Banking, Access, Human Resources, Finance, Credit, Securities, Risk Management, Data Analysis, Corporate Actions, Fixed Income, Equities, Asset Management, Business Objects, SQL, Ad Hoc Reporting, SharePoint, Pricing Analysis, Factor Analysis, Bloomberg Terminal, Pricing, Financial Reporting, Reporting & Analysis, Procedure Creation, Procedure Development, Bloomberg, Internal Audit
Education
Thomas More College 2003 — 2006
Bachelor, Business
Goshen High School (OH) 1992 — 1996
Diploma, General Studies
Eli Lilly and Company January 2015 - Present
Huntington Asset Services December 2013 - January 2015
Citi October 2010 - December 2013
Citi January 2009 - October 2010
Citi September 2007 - January 2009
Spirit of America National Bank June 2005 - September 2007
Fifth Third Bank January 2004 - May 2005
Macy's 1999 - 2001
Skills
Mutual Funds, Financial Services, Process Improvement, Microsoft Excel, Analysis, Management, Leadership, Account Reconciliation, Training, Fund Accounting, Financial Analysis, Banking, Access, Human Resources, Finance, Credit, Securities, Risk Management, Data Analysis, Corporate Actions, Fixed Income, Equities, Asset Management, Business Objects, SQL, Ad Hoc Reporting, SharePoint, Pricing Analysis, Factor Analysis, Bloomberg Terminal, Pricing, Financial Reporting, Reporting & Analysis, Procedure Creation, Procedure Development, Bloomberg, Internal Audit
Education
Thomas More College 2003 — 2006
Bachelor, Business
Goshen High School (OH) 1992 — 1996
Diploma, General Studies
David Guthrie's Huntington Asset Services Experience August 2010 - January 2013
Job Research Analyst at Dividend Assets Capital, LLC
Industry Investment Management
Experience
Dividend Assets Capital, LLC January 2013 - Present
Huntington Asset Services August 2010 - January 2013
Hillsdale College August 2007 - May 2010
JPMorgan Chase June 2006 - August 2007
JPMorgan Chase July 2004 - June 2006
Education
Hillsdale College 2007 — 2010
Bachelor of Arts (BA), Financial Management
Dividend Assets Capital, LLC January 2013 - Present
Huntington Asset Services August 2010 - January 2013
Hillsdale College August 2007 - May 2010
JPMorgan Chase June 2006 - August 2007
JPMorgan Chase July 2004 - June 2006
Education
Hillsdale College 2007 — 2010
Bachelor of Arts (BA), Financial Management
John Swhear's Huntington Asset Services Experience April 2007 - Present
Job Vice President & Chief Compliance Officer at Valued Advisers Trust
Industry Financial Services
Experience
Valued Advisers Trust September 2008 - Present
Unified Financial Securities, Inc. June 2007 - Present
Unified Series Trust May 2007 - Present
Huntington Asset Services April 2007 - Present
Education
Indiana University Robert H. McKinney School of Law 1990 — 1994
Valued Advisers Trust September 2008 - Present
Unified Financial Securities, Inc. June 2007 - Present
Unified Series Trust May 2007 - Present
Huntington Asset Services April 2007 - Present
Education
Indiana University Robert H. McKinney School of Law 1990 — 1994
Jennifer Millenbaugh's Huntington Asset Services Experience April 2013 - Present
Job Project Manager at Huntington Asset Services
Industry Financial Services
Experience
Huntington Asset Services April 2013 - Present
Citi Fund Services October 1995 - April 2013
Citi October 1995 - April 2013
Education
The Ohio State University Fisher College of Business
Huntington Asset Services April 2013 - Present
Citi Fund Services October 1995 - April 2013
Citi October 1995 - April 2013
Education
The Ohio State University Fisher College of Business
Joe Flannery's Huntington Asset Services Experience July 2011 - Present
Job Senior Vice President Mutual Fund Transfer Agency and Cash Management Operations at Huntington Asset Services
Industry Financial Services
Experience
Huntington Asset Services July 2011 - Present
JPMorgan Chase 2009 - December 2011
Fidelity Investments October 2004 - February 2009
Fidelity Investments February 1995 - October 2004
Federated Investors March 1990 - February 1995
Mellon Bank (now Bank of NY Mellon Bank) March 1979 - March 1990
Skills
Financial Services, Process Improvement, Risk Management, Mutual Funds, Management, Leadership, Business Analysis, Investments, Securities
Education
Indiana University of Pennsylvania 1974 — 1978
BS - Business, Accounting
Huntington Asset Services July 2011 - Present
JPMorgan Chase 2009 - December 2011
Fidelity Investments October 2004 - February 2009
Fidelity Investments February 1995 - October 2004
Federated Investors March 1990 - February 1995
Mellon Bank (now Bank of NY Mellon Bank) March 1979 - March 1990
Skills
Financial Services, Process Improvement, Risk Management, Mutual Funds, Management, Leadership, Business Analysis, Investments, Securities
Education
Indiana University of Pennsylvania 1974 — 1978
BS - Business, Accounting
Jeremy Ballard's Huntington Asset Services Experience July 2001 - September 2005
Job Manager at The Hartford
Industry Insurance
Experience
The Hartford September 2013 - Present
The Hartford September 2005 - September 2013
Huntington Asset Services July 2001 - September 2005
Charles Schwab January 2001 - July 2001
Merrill Lynch 2000 - 2000
College baseball 1996 - 2000
Skills
Securities, Mutual Funds, Insurance, Risk Management, Customer Service, Employee Benefits, Property & Casualty..., Financial Analysis, Underwriting, Management, Process Improvement, Leadership, Investments, Sales
Education
Ball State University - College of Business 2008 — 2011
MBA, Finance
Purdue University - Krannert School of Management 1997 — 2000
BS, Business Management
The Hartford September 2013 - Present
The Hartford September 2005 - September 2013
Huntington Asset Services July 2001 - September 2005
Charles Schwab January 2001 - July 2001
Merrill Lynch 2000 - 2000
College baseball 1996 - 2000
Skills
Securities, Mutual Funds, Insurance, Risk Management, Customer Service, Employee Benefits, Property & Casualty..., Financial Analysis, Underwriting, Management, Process Improvement, Leadership, Investments, Sales
Education
Ball State University - College of Business 2008 — 2011
MBA, Finance
Purdue University - Krannert School of Management 1997 — 2000
BS, Business Management
Ryan Rockenbaugh's Huntington Asset Services Experience October 2013 - June 2014
Job Event Planner at Cars.com
Industry Events Services
Experience
Cars.com July 2014 - Present
Huntington Asset Services October 2013 - June 2014
Towne Park October 2009 - October 2012
Vera Institute of Justice February 2010 - April 2011
Envision EMI May 2007 - October 2009
Skills
Event Management, Event Planning, Coordinating Events, Financial Accounting, Financial Analysis, Operations Management, Management, Financial Forecasting, Microsoft Suites, Mac OS X, Team Leadership, Payroll, Customer Service, Hospitality, Hospitality Management, Hotel Management, Project Management, Training, Human Resources, Forecasting, Hotels, Public Speaking, Staff Development, Hospitality Industry, Meeting Planning, Recruiting, Conference Coordination, Program Management, Leadership
Education
Purdue University 2003 — 2007
Bachelor of Arts, Law and Society
Crawfordsville High School 1999 — 2003
Cars.com July 2014 - Present
Huntington Asset Services October 2013 - June 2014
Towne Park October 2009 - October 2012
Vera Institute of Justice February 2010 - April 2011
Envision EMI May 2007 - October 2009
Skills
Event Management, Event Planning, Coordinating Events, Financial Accounting, Financial Analysis, Operations Management, Management, Financial Forecasting, Microsoft Suites, Mac OS X, Team Leadership, Payroll, Customer Service, Hospitality, Hospitality Management, Hotel Management, Project Management, Training, Human Resources, Forecasting, Hotels, Public Speaking, Staff Development, Hospitality Industry, Meeting Planning, Recruiting, Conference Coordination, Program Management, Leadership
Education
Purdue University 2003 — 2007
Bachelor of Arts, Law and Society
Crawfordsville High School 1999 — 2003
Leo Payne's Huntington Asset Services Experience October 2013 - Present
Job Tax and Compliance
Industry Financial Services
Experience
Huntington Asset Services October 2013 - Present
Citi January 2006 - October 2013
Skills
Alternative Investments, Equities, Financial Services, Hedge Funds, Internal Controls, Investments, Tax, Securities, Fixed Income
Education
Bentley University 1997 — 2001
MST, Taxation
Salem State University 1984 — 1990
B.S., Finance
Huntington Asset Services October 2013 - Present
Citi January 2006 - October 2013
Skills
Alternative Investments, Equities, Financial Services, Hedge Funds, Internal Controls, Investments, Tax, Securities, Fixed Income
Education
Bentley University 1997 — 2001
MST, Taxation
Salem State University 1984 — 1990
B.S., Finance
Rachel Vose's Huntington Asset Services Experience March 2008 - September 2012
Job Senior Treasury Analyst at Cummins Inc.
Industry Financial Services
Experience
Cummins Inc. April 2015 - Present
First Merchants Corporation October 2014 - April 2015
Huntington National Bank September 2012 - October 2014
Huntington Asset Services March 2008 - September 2012
Huntington National Bank August 2005 - March 2008
American Eagle Outfitters April 2004 - October 2005
Dye Lumber August 2002 - May 2003
Skills
Banking, Credit, Deposits, Loans, Accounting, Financial Reporting, Account Reconciliation, Cash Flow, Internal Controls, General Ledger, Financial Statement..., Cash, Finance, Portfolio Management, Analysis, Management
Education
University of Indianapolis 2003 — 2007
Bachelor of Science (B.S.), Finance and Economics
Twin Lakes High School
Diploma, Core 40
Cummins Inc. April 2015 - Present
First Merchants Corporation October 2014 - April 2015
Huntington National Bank September 2012 - October 2014
Huntington Asset Services March 2008 - September 2012
Huntington National Bank August 2005 - March 2008
American Eagle Outfitters April 2004 - October 2005
Dye Lumber August 2002 - May 2003
Skills
Banking, Credit, Deposits, Loans, Accounting, Financial Reporting, Account Reconciliation, Cash Flow, Internal Controls, General Ledger, Financial Statement..., Cash, Finance, Portfolio Management, Analysis, Management
Education
University of Indianapolis 2003 — 2007
Bachelor of Science (B.S.), Finance and Economics
Twin Lakes High School
Diploma, Core 40
John Swhear's Huntington Asset Services Experience Chief Compliance OfficerCapital Series TrustNovember 2013 - Present
Job Chief Compliance Officer at Capital Series Trust
Industry Financial Services
Experience
Huntington Asset Services Chief Compliance OfficerCapital Series TrustNovember 2013 - Present
Unified Series Trust March 2012 - Present
Valued Advisers Trust September 2008 - Present
Unified Financial Securities, Inc. July 2007 - Present
Education
Indiana University-Purdue University at Indianapolis 1990 — 1994
Juris Doctor (J.D.), Law
Ball State University
Huntington Asset Services Chief Compliance OfficerCapital Series TrustNovember 2013 - Present
Unified Series Trust March 2012 - Present
Valued Advisers Trust September 2008 - Present
Unified Financial Securities, Inc. July 2007 - Present
Education
Indiana University-Purdue University at Indianapolis 1990 — 1994
Juris Doctor (J.D.), Law
Ball State University
Russell Robbins's Huntington Asset Services Experience February 2001 - Present
Job Supervisor Mutual Fund Accounting at Huntington Asset Services
Industry Financial Services
Experience
Huntington Asset Services February 2001 - Present
Education
Indiana University-East 1990 — 1998
Business Administration and Management, General
Huntington Asset Services February 2001 - Present
Education
Indiana University-East 1990 — 1998
Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY