IFS Financial Services
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IFS Financial Services Employees
Employee
Years
Job
Industry
Tony Strotman Tony Strotman's IFS Financial Services Experience March 2012 - June 2013
Job Senior Examiner
Industry Financial Services
Experience
LPL Financial June 2013 - Present
IFS Financial Services March 2012 - June 2013
Capital Analysts Inc September 2010 - March 2012
Capital Analysts Incorporated July 2008 - September 2010
Fidelity Investments July 2007 - July 2008
Fidelity Investments July 2006 - July 2007
Fidelity Investments July 2005 - July 2006
Fidelity Investments July 2003 - July 2005
Education
Xavier University 2007 — 2008
Certificate, Certified Financial Planning (CFP)
University of Dayton 1999 — 2003
BSBA, International Business, Spanish
Cincinnati Elder 1995 — 1999
HS Diploma
LPL Financial June 2013 - Present
IFS Financial Services March 2012 - June 2013
Capital Analysts Inc September 2010 - March 2012
Capital Analysts Incorporated July 2008 - September 2010
Fidelity Investments July 2007 - July 2008
Fidelity Investments July 2006 - July 2007
Fidelity Investments July 2005 - July 2006
Fidelity Investments July 2003 - July 2005
Education
Xavier University 2007 — 2008
Certificate, Certified Financial Planning (CFP)
University of Dayton 1999 — 2003
BSBA, International Business, Spanish
Cincinnati Elder 1995 — 1999
HS Diploma
Julia Fauteux Julia Fauteux's IFS Financial Services Experience July 2013 - April 2014
Job Client Relations & Sales Team Specialist
Industry Public Relations and Communications
Experience
IFS Financial Services July 2013 - April 2014
Glentel Inc. February 2011 - June 2013
Greater Halifax Partnership April 2012 - July 2012
St. Francis Xavier University March 2009 - May 2010
St. Francis Xavier University March 2009 - May 2010
Skills
Strategic Planning, Creative Writing, Time Management, Media Relations, Editing, Communication, Social Media, Goal Oriented, Adobe Creative Suite, Organization, Media Monitoring, Leadership, Motivation, Close Attention to..., Positive Psychology, Teamwork, Deadline Driven, Listener, Prioritisation, Social Networking, Event Planning, Marketing Communications, Social Media Marketing, Public Relations
Education
Nova Scotia Community College 2011 — 2012
Advanced Diploma, Public Relations
St. Francis Xavier University 2010 — 2011
Bachelor of Arts (BA), Honors in Psychology
IFS Financial Services July 2013 - April 2014
Glentel Inc. February 2011 - June 2013
Greater Halifax Partnership April 2012 - July 2012
St. Francis Xavier University March 2009 - May 2010
St. Francis Xavier University March 2009 - May 2010
Skills
Strategic Planning, Creative Writing, Time Management, Media Relations, Editing, Communication, Social Media, Goal Oriented, Adobe Creative Suite, Organization, Media Monitoring, Leadership, Motivation, Close Attention to..., Positive Psychology, Teamwork, Deadline Driven, Listener, Prioritisation, Social Networking, Event Planning, Marketing Communications, Social Media Marketing, Public Relations
Education
Nova Scotia Community College 2011 — 2012
Advanced Diploma, Public Relations
St. Francis Xavier University 2010 — 2011
Bachelor of Arts (BA), Honors in Psychology
Jennifer Miracle Jennifer Miracle's IFS Financial Services Experience April 2005 - November 2010
Job Finance Manager at Walt Disney World
Industry Entertainment
Experience
Walt Disney World November 2010 - Present
IFS Financial Services April 2005 - November 2010
Homestore, Inc February 2004 - February 2005
Miracle, CPA January 2001 - February 2004
Sony/ATV Music Publishing LLC October 1996 - January 2001
Arthur Andersen LLP September 1993 - October 1996
Skills
Financial Reporting, Accounting, Internal Controls, GAAP, General Ledger, US GAAP, Auditing, Budgets, Payroll, Accounts Payable, Accounts Receivable, Cash Management
Education
Lipscomb University 1988 — 1993
BS
Walt Disney World November 2010 - Present
IFS Financial Services April 2005 - November 2010
Homestore, Inc February 2004 - February 2005
Miracle, CPA January 2001 - February 2004
Sony/ATV Music Publishing LLC October 1996 - January 2001
Arthur Andersen LLP September 1993 - October 1996
Skills
Financial Reporting, Accounting, Internal Controls, GAAP, General Ledger, US GAAP, Auditing, Budgets, Payroll, Accounts Payable, Accounts Receivable, Cash Management
Education
Lipscomb University 1988 — 1993
BS
Rick W Bone Rick W Bone's IFS Financial Services Experience March 1992 - May 1999
Job National Sales Manager
Industry Financial Services
Experience
Chase Investment Counsel April 2012 - May 2014
Knott Capital September 2009 - January 2011
Bjurman, Barry & Associates November 2002 - April 2009
Touchstone Investments May 1998 - November 2002
IFS Financial Services March 1992 - May 1999
PLANCO 1990 - 1990
Skills
Asset Managment, Wealth Management, Portfolio Management, Separately Managed..., Financial Services, Asset Allocation, Equities, Series 63, Series 7, Alternative Investments, Asset Management, Hedge Funds
Education
Bucks County Community College 1979 — 1979
Council Rock
West Chester University of Pennsylvania
Chase Investment Counsel April 2012 - May 2014
Knott Capital September 2009 - January 2011
Bjurman, Barry & Associates November 2002 - April 2009
Touchstone Investments May 1998 - November 2002
IFS Financial Services March 1992 - May 1999
PLANCO 1990 - 1990
Skills
Asset Managment, Wealth Management, Portfolio Management, Separately Managed..., Financial Services, Asset Allocation, Equities, Series 63, Series 7, Alternative Investments, Asset Management, Hedge Funds
Education
Bucks County Community College 1979 — 1979
Council Rock
West Chester University of Pennsylvania
Patti Hall Patti Hall's IFS Financial Services Experience March 2013 - Present
Job Licensing Specialist at IFS Financial Services
Industry Insurance
Experience
IFS Financial Services March 2013 - Present
Lafayette Life Insurance Company May 2011 - March 2013
Great American Insurance 2008 - 2010
Great American Insurance 2006 - 2008
Great American Insurance 2000 - 2006
Great American Insurance 1997 - 2000
Great American Insurance 1995 - 1997
Great American Insurance 1994 - 1995
Skills
Insurance, Process Improvement, Maintaining Strong..., Account Management, Training, Analysis, Risk Management, Underwriting, Customer Service, Call Centers, Program Management, Management, Team Building, Leadership, Interviews, Marketing, Claim
Education
Northern Kentucky University
BA English, Secondary Education Certification
Northern Ky University
BA English
IFS Financial Services March 2013 - Present
Lafayette Life Insurance Company May 2011 - March 2013
Great American Insurance 2008 - 2010
Great American Insurance 2006 - 2008
Great American Insurance 2000 - 2006
Great American Insurance 1997 - 2000
Great American Insurance 1995 - 1997
Great American Insurance 1994 - 1995
Skills
Insurance, Process Improvement, Maintaining Strong..., Account Management, Training, Analysis, Risk Management, Underwriting, Customer Service, Call Centers, Program Management, Management, Team Building, Leadership, Interviews, Marketing, Claim
Education
Northern Kentucky University
BA English, Secondary Education Certification
Northern Ky University
BA English
Larry Loar Larry Loar's IFS Financial Services Experience 1994 - September 2002
Job Graphic Designer at Schawk
Industry Graphic Design
Experience
Schawk September 2002 - Present
IFS Financial Services 1994 - September 2002
AT&T 1983 - 1994
Skills
Graphic Design, Adobe Creative Suite, Layout, Graphics, Packaging, Photography, Creative Direction, Brochures, Brand Development, Mac, Catalogs, Image Manipulation, QuarkXPress, Adobe Acrobat, Professional..., Pre-press
Education
University of Cincinnati 1975 — 1980
BS, Graphic Design
Oakwood High School
Schawk September 2002 - Present
IFS Financial Services 1994 - September 2002
AT&T 1983 - 1994
Skills
Graphic Design, Adobe Creative Suite, Layout, Graphics, Packaging, Photography, Creative Direction, Brochures, Brand Development, Mac, Catalogs, Image Manipulation, QuarkXPress, Adobe Acrobat, Professional..., Pre-press
Education
University of Cincinnati 1975 — 1980
BS, Graphic Design
Oakwood High School
ERIC BURNEY ERIC BURNEY's IFS Financial Services Experience June 2009 - December 2009
Job OWNER at SIGNALENDING , LLC
Industry Financial Services
Experience
SIGNALENDING , LLC December 2008 - Present
IFS financial Services June 2009 - December 2009
Preferred Auto Finance September 2002 - October 2008
Skills
Strategic Planning, New Business Development, Business Strategy, Marketing Strategy, Investments, Microsoft Office, Sales Management, Coaching, Marketing, Project Management, Team Building, Microsoft Excel, Small Business, Social Media, Sales, Negotiation, Insurance, Management, Credit, Portfolio Management
Education
Franklin Pierce College 1998 — 2002
Bachelor of Arts (B.A.), Communication and Media Studies
SIGNALENDING , LLC December 2008 - Present
IFS financial Services June 2009 - December 2009
Preferred Auto Finance September 2002 - October 2008
Skills
Strategic Planning, New Business Development, Business Strategy, Marketing Strategy, Investments, Microsoft Office, Sales Management, Coaching, Marketing, Project Management, Team Building, Microsoft Excel, Small Business, Social Media, Sales, Negotiation, Insurance, Management, Credit, Portfolio Management
Education
Franklin Pierce College 1998 — 2002
Bachelor of Arts (B.A.), Communication and Media Studies
Joshua Rust Joshua Rust's IFS Financial Services Experience 2005 - 2009
Job Information Systems | Analysis | Accounting | Design | Content
Industry Information Services
Experience
Direct Energy 2014 - Present
Direct Energy 2013 - 2014
Ametek 2010 - 2013
Ajilon Finance Solutions + Robert Half International 2009 - 2010
IFS Financial Services 2005 - 2009
A-1 Electric Motor Service 2003 - 2005
UPS 2000 - 2002
Skills
Accounting, Financial Reporting, Budgets, Microsoft Excel, Microsoft Access, Microsoft SQL Server..., Microsoft Dynamics SL, VB.NET, Microsoft Visio, HTML 5, Internal Controls, Web Design, SQL, Avante, Financial Analysis, Non-profit Leadership, Non-profit Board..., Non-profit Program..., Non-profit..., Database Design, Data Mining, C#, Event Planning, Leadership, Cross-functional Team..., Team Leadership, Virtual Teams, Organizational Design, Executive Support, Crystal Reports, FRx Report Designer, Visual Studio
Education
Northern Kentucky University 2012 — 2014
Bachelor, Business Informatics, Sigma Cum Laude
Xavier University 1997 — 2002
BSBA, Accounting
Holy Cross High School
Direct Energy 2014 - Present
Direct Energy 2013 - 2014
Ametek 2010 - 2013
Ajilon Finance Solutions + Robert Half International 2009 - 2010
IFS Financial Services 2005 - 2009
A-1 Electric Motor Service 2003 - 2005
UPS 2000 - 2002
Skills
Accounting, Financial Reporting, Budgets, Microsoft Excel, Microsoft Access, Microsoft SQL Server..., Microsoft Dynamics SL, VB.NET, Microsoft Visio, HTML 5, Internal Controls, Web Design, SQL, Avante, Financial Analysis, Non-profit Leadership, Non-profit Board..., Non-profit Program..., Non-profit..., Database Design, Data Mining, C#, Event Planning, Leadership, Cross-functional Team..., Team Leadership, Virtual Teams, Organizational Design, Executive Support, Crystal Reports, FRx Report Designer, Visual Studio
Education
Northern Kentucky University 2012 — 2014
Bachelor, Business Informatics, Sigma Cum Laude
Xavier University 1997 — 2002
BSBA, Accounting
Holy Cross High School
Jessica Castellini Jessica Castellini's IFS Financial Services Experience December 2005 - June 2008
Job Director of Client Services at Richmond Concept Inc.
Industry Graphic Design
Experience
Richmond Concept Inc. September 2014 - Present
JC Creative June 2003 - Present
Delicious Designs by Jessica March 1998 - Present
Southern Graphic Systems May 2012 - September 2013
Southern Graphic Systems October 2010 - May 2012
Downing Displays July 2008 - October 2010
IFS financial Services December 2005 - June 2008
Skills
Pre-press, Typography, Image Manipulation, Posters, Layout, QuarkXPress, Logo Design, Graphics, Preflight, Cake Decorating, Wedding Cakes, Desserts, Corporate Identity, Graphic Arts, Adobe Creative Suite, Digital Printing, Creative Direction, Packaging, Graphic Design
Education
Mount St. Joseph University 1999 — 2003
Bachelor of Arts (BA), Graphic Design
Richmond Concept Inc. September 2014 - Present
JC Creative June 2003 - Present
Delicious Designs by Jessica March 1998 - Present
Southern Graphic Systems May 2012 - September 2013
Southern Graphic Systems October 2010 - May 2012
Downing Displays July 2008 - October 2010
IFS financial Services December 2005 - June 2008
Skills
Pre-press, Typography, Image Manipulation, Posters, Layout, QuarkXPress, Logo Design, Graphics, Preflight, Cake Decorating, Wedding Cakes, Desserts, Corporate Identity, Graphic Arts, Adobe Creative Suite, Digital Printing, Creative Direction, Packaging, Graphic Design
Education
Mount St. Joseph University 1999 — 2003
Bachelor of Arts (BA), Graphic Design
Travis Schraffenberger's IFS Financial Services Experience March 2001 - July 2005
Job Assistant Vice President of Marketing at Western & Southern Life
Industry Financial Services
Experience
Western & Southern Life September 2006 - Present
Western & Southern Life August 2005 - August 2006
IFS financial Services March 2001 - July 2005
Duke Realty Corporation October 1999 - March 2001
Duke Realty Corporation June 1995 - September 1999
Education
Xavier University 2004 — 2007
MBA, Marketing
Franklin College
Bachelor of Arts; Pulliam School, Public Relations and Advertising; Journalism
Xavier University
MBA
Western & Southern Life September 2006 - Present
Western & Southern Life August 2005 - August 2006
IFS financial Services March 2001 - July 2005
Duke Realty Corporation October 1999 - March 2001
Duke Realty Corporation June 1995 - September 1999
Education
Xavier University 2004 — 2007
MBA, Marketing
Franklin College
Bachelor of Arts; Pulliam School, Public Relations and Advertising; Journalism
Xavier University
MBA
Janet Stehlin's IFS Financial Services Experience October 2008 - August 2012
Job Assistant Vice President, Marketing at Columbus Life Insurance Company
Industry Marketing and Advertising
Experience
Columbus Life Insurance Company April 2014 - Present
Columbus Life Insurance Company August 2012 - April 2014
IFS Financial Services October 2008 - August 2012
IFS Financial Services January 2006 - October 2008
IFS Financial Services December 2002 - December 2005
Whizbang October 2001 - November 2002
Skills
Marketing, Marketing Communications, Marketing Strategy, Advertising, Email Marketing, Social Media Marketing, Direct Marketing, Copywriting, Strategic Planning, Social Media
Education
The Ohio State University 1997 — 2001
Columbus Life Insurance Company April 2014 - Present
Columbus Life Insurance Company August 2012 - April 2014
IFS Financial Services October 2008 - August 2012
IFS Financial Services January 2006 - October 2008
IFS Financial Services December 2002 - December 2005
Whizbang October 2001 - November 2002
Skills
Marketing, Marketing Communications, Marketing Strategy, Advertising, Email Marketing, Social Media Marketing, Direct Marketing, Copywriting, Strategic Planning, Social Media
Education
The Ohio State University 1997 — 2001
Jennifer Baronsky Casson's IFS Financial Services Experience May 2000 - January 2004
Job Business Manager at St. Timothy Parish
Industry Financial Services
Experience
St. Timothy Parish May 2014 - Present
JKC Consulting January 2007 - Present
Fort Washington Investment Advisors, Inc. January 2004 - January 2007
IFS Financial Services May 2000 - January 2004
NASD August 1997 - May 2000
Skills
Investments, Securities, Portfolio Management, Asset Management, Alternative Investments, Fixed Income, Investment Strategies, Financial Analysis, Equities, Strategic Financial..., Financial Modeling, Venture Capital
Education
Xavier University 2002 — 2004
MBA, International Business
Northern Arizona University-The W. A. Franke College of Business 1993 — 1997
BSBA, Finance
Prescott High School 1989 — 1993
St. Timothy Parish May 2014 - Present
JKC Consulting January 2007 - Present
Fort Washington Investment Advisors, Inc. January 2004 - January 2007
IFS Financial Services May 2000 - January 2004
NASD August 1997 - May 2000
Skills
Investments, Securities, Portfolio Management, Asset Management, Alternative Investments, Fixed Income, Investment Strategies, Financial Analysis, Equities, Strategic Financial..., Financial Modeling, Venture Capital
Education
Xavier University 2002 — 2004
MBA, International Business
Northern Arizona University-The W. A. Franke College of Business 1993 — 1997
BSBA, Finance
Prescott High School 1989 — 1993
Jill Foley's IFS Financial Services Experience November 2005 - March 2008
Job UX Developer
Industry Online Media
Experience
Fusion Alliance June 2015 - Present
Freelance March 2014 - Present
New Track Media September 2013 - March 2014
Touchstone Investments March 2008 - August 2013
IFS Financial Services November 2005 - March 2008
IFS Financial Services February 2005 - November 2005
Columbus Life Insurance Company January 2004 - February 2005
Skills
HTML, CSS3, Responsive Web Design, Mobile Design, User Interface Design, User Experience, Website Development, Adobe Creative Suite, Dreamweaver, Photoshop, Mac OS, Flash Animation, Web Analytics, Campaign Management, Project Management, Digital Marketing, CSS, Web Design, E-commerce, Information Architecture, Marketing, Online Marketing, WordPress, CMS
Education
Penn State University 1997 — 2001
Bachelor of Science (BS), Business Management
Fusion Alliance June 2015 - Present
Freelance March 2014 - Present
New Track Media September 2013 - March 2014
Touchstone Investments March 2008 - August 2013
IFS Financial Services November 2005 - March 2008
IFS Financial Services February 2005 - November 2005
Columbus Life Insurance Company January 2004 - February 2005
Skills
HTML, CSS3, Responsive Web Design, Mobile Design, User Interface Design, User Experience, Website Development, Adobe Creative Suite, Dreamweaver, Photoshop, Mac OS, Flash Animation, Web Analytics, Campaign Management, Project Management, Digital Marketing, CSS, Web Design, E-commerce, Information Architecture, Marketing, Online Marketing, WordPress, CMS
Education
Penn State University 1997 — 2001
Bachelor of Science (BS), Business Management
Jessica Roeper, CPA's IFS Financial Services Experience February 2011 - April 2013
Job Senior Enterprise Risk Analyst at Vantiv
Industry Financial Services
Experience
Vantiv April 2013 - July 2015
IFS Financial Services February 2011 - April 2013
Western & Southern Financial Group March 2005 - May 2011
Skills
Enterprise Risk..., Internal Audit, Mutual Funds
Education
University of Cincinnati College of Business 2000 — 2007
MS & BBA, Accounting
Vantiv April 2013 - July 2015
IFS Financial Services February 2011 - April 2013
Western & Southern Financial Group March 2005 - May 2011
Skills
Enterprise Risk..., Internal Audit, Mutual Funds
Education
University of Cincinnati College of Business 2000 — 2007
MS & BBA, Accounting
Diane DeFranco's IFS Financial Services Experience February 1996 - December 2000
Job Graphic Designer
Industry Graphic Design
Experience
Living Magazine February 2012 - Present
Bio Innovations September 2003 - October 2011
Wilde Advertising September 2001 - May 2002
IFS Financial Services February 1996 - December 2000
Kinko's Graphics Corporation April 1994 - January 1996
Freed Advertising December 1991 - July 1993
Custom Printing, Inc. May 1990 - November 1991
Graphic Concepts June 1989 - May 1990
Freed Advertising December 1986 - May 1987
Education
Art Institute of Houston 1984 — 1986
Associate of Applied Arts, Visual Communications
Living Magazine February 2012 - Present
Bio Innovations September 2003 - October 2011
Wilde Advertising September 2001 - May 2002
IFS Financial Services February 1996 - December 2000
Kinko's Graphics Corporation April 1994 - January 1996
Freed Advertising December 1991 - July 1993
Custom Printing, Inc. May 1990 - November 1991
Graphic Concepts June 1989 - May 1990
Freed Advertising December 1986 - May 1987
Education
Art Institute of Houston 1984 — 1986
Associate of Applied Arts, Visual Communications
Terri Lucas's IFS Financial Services Experience September 2007 - Present
Job Assistant Vice President and Assistant Treasurer at IFS Financial Services
Industry Financial Services
Experience
IFS Financial Services September 2007 - Present
Education
University of Cincinnati
Bachelor's degree, Accounting
IFS Financial Services September 2007 - Present
Education
University of Cincinnati
Bachelor's degree, Accounting