Key Investment Services

Industry: Company

Description

Parent organization: KeyBank Subsidiary: Key Investment Services Llc, Asset Management Arm

Key Investment Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Key Investment Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Key Investment Services Employees

Employee
Years
Job
Industry
Kasha Clark Kasha Clark Portland, Oregon Details
Kasha Clark's Key Investment Services Experience August 2008 - September 2011
Job Investment Management Consultant, Financial Advisor at Addison Avenue Investment Services, Raymond James Financial Svcs
Industry Financial Services
Experience
Addison Avenue Investment Services, Raymond James Financial Services   September 2011 - Present
Key Investment Services   August 2008 - September 2011
SELCO Financial Solutions   January 2006 - July 2008

Skills
Retirement Planning, Investments, Retirement, Asset Allocation, Wealth Management, Wealth Management..., 401k Rollovers, Series 7, IRAs, Mutual Funds, Investment Portfolios, Roth IRA, Stocks, Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Tax-advantaged..., Qualified Retirement..., Series 65, College Education..., Uniform Combined State...

Education
University of Oregon   1998 — 2002
Bachelor of Science (B.S.)

Rick Dyson Rick Dyson Cleveland/Akron, Ohio Area Details
Rick Dyson's Key Investment Services Experience January 2013 - July 2014
Job Vice President, Financial Advisor at JP Morgan Securities
Industry Investment Banking
Experience
J.P. Morgan Securities   July 2014 - Present
Key Investment Services   January 2013 - July 2014
Key Bank  February 2008 - January 2013
Key Bank  January 2006 - January 2008
Ohio Savings Bank  March 2004 - January 2006
US Bank (f.k.a. The Leader Mortgage Company)   October 2002 - October 2003
JPMorgan Chase  January 2000 - October 2002

Education
University of Findlay   2007 — 2008
Business Management, 3.95

Cuyahoga Community College   1995 — 1997
AA Associate of Arts, Liberal Studies

University of Toledo   1994 — 1995
Criminal Justice

Brunswick

Sage Kendall Sage Kendall Boise, Idaho Area Details
Sage Kendall's Key Investment Services Experience October 2007 - April 2009
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
First Tech Federal Credit Union/ Addison Avenue Investment Services   April 2009 - Present
Key Investment Services   October 2007 - April 2009
Morgan Stanley  January 2007 - October 2007
Prudential Financial  May 2005 - December 2006

Skills
Strategic Financial..., Retirement Planning, Investment Advisory, Financial Advisory, Finance, Retirement, Banking, Wealth Management, Investment Strategies, Asset Allocation, Series 63, Estate Planning, Series 7

Education
Albertson College of Idaho   2002 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General

National American University   2000 — 2002
Law and Finance

Brian Jacobus Brian Jacobus Puyallup, Washington Details
Brian Jacobus's Key Investment Services Experience October 2009 - March 2014
Job Managing Partner at Sunrise Wealth Management
Industry Financial Services
Experience
Sunrise Wealth Management   March 2014 - Present
Key Investment Services   October 2009 - March 2014
RBC Wealth Management  April 2007 - October 2009
Russell Investments  October 2002 - April 2007

Skills
Wealth Management, Retirement Planning, Portfolio Management, Financial Advisory, Retirement, Finance, Financial Services, Banking, Investment Advisory, Investment Strategies, Mutual Funds, Wealth Management..., Series 63

Education
University of Washington   1999 — 2001
Bachelor of Arts (B.A.), Business Administration and Management

Pierce College   1997 — 1999
Associate of Arts (A.A.), Business Administration and Management, General

Jerry Winhoven Jerry Winhoven Celina, Ohio Details
Jerry Winhoven's Key Investment Services Experience February 2006 - July 2008
Job Certified Brand Ambassador at Lincoln Motor Company
Industry Financial Services
Experience
Lincoln of Delray Beach, Florida   July 2014 - Present
JPMorgan Chase  May 2010 - February 2014
Key Investment Services   February 2006 - July 2008
Fifth Third Securities  2003 - 2006
Morgan Stanley  2001 - 2003

Skills
Management, Portfolio Management, Wealth Management, Equities

Education
Sinclair Community College   1996 — 2000
Finance Cirriculum, Finance and Financial Management Services

Raymond Durant, MBA, CRPC®, Raymond Durant, MBA, CRPC®, Syracuse, New York Details
Raymond Durant, MBA, CRPC®,'s Key Investment Services Experience August 2009 - July 2012
Job Sales Strategist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  May 2015 - Present
TIAA-CREF  July 2012 - Present
Key Investment Services   August 2009 - July 2012
JPMorgan Chase  October 2007 - August 2009

Education
Le Moyne College   2006 — 2009
Master of Business Administration (M.B.A.)

Cazenovia College   2001 — 2005
Bachelors of Science, Management

Molly Grubb Molly Grubb Columbus, Ohio Area Details
Molly Grubb's Key Investment Services Experience July 2010 - September 2012
Job Retirement & Estate Planning, Insurance Solutions, Employer Benefits, Wealth Management, Speaker & Coach
Industry Financial Services
Experience
Cambridge Investment Research, Inc.   September 2012 - Present
Grubb Financial Services   September 2012 - Present
Key Investment Services   July 2010 - September 2012
National City Bank  September 2008 - July 2010
Aon  August 2006 - July 2008
Bureau of Workers Compensation  March 2006 - August 2006
National City  May 2003 - March 2006

Skills
Retirement Planning, Insurance, Financial Planning, Investments, Retirement, Fixed Annuities, Estate Planning, Strategic Financial..., Investment Advisory..., Mutual Funds, 401k, Medicare, Insurance Solutions, Retirement Income..., Tax Sensitive Investing, Investment Advising, Business Succession..., Medicare Planning, 401k Educator, Health Insurance, Social Security, 1031 Exchanges, Finance, Financial Services, Wealth Management, Employee Benefits, Securities

Education
The Ohio State University   2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Actuarial Science

Central Alabama Community College   2001 — 2001
General Electives

Licking Valley High School   1997 — 2001
College Prep

Mike McCubbin Mike McCubbin Littleton, Colorado Details
Mike McCubbin's Key Investment Services Experience February 2011 - February 2012
Job AD Market Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  April 2014 - Present
Charles Schwab  August 2012 - March 2014
Key Investment Services   February 2011 - February 2012
Edward Jones  January 2007 - January 2011
Merrill Lynch  April 2006 - November 2006
Colorado College  September 1998 - March 2006

Education
Grinnell College   1986 — 1988
Bachelor of Arts (B.A.), Psychology

Wendy Magnuson Wendy Magnuson Birmingham, Alabama Area Details
Wendy Magnuson's Key Investment Services Experience October 2008 - September 2011
Job Registered Client Service Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management  April 2014 - Present
Edward Jones  February 2013 - Present
Chuck Jones & Associates, Inc.   November 2011 - October 2012
Key Investment Services   October 2008 - September 2011
The Welch Group, LLC   December 1999 - July 2001

Skills
Series 7, Retirement Planning, Wealth Management, Investments, Strategic Financial..., Series 24, Series 63, Mutual Funds, Uniform Combined State..., Series 65, Microsoft Excel, Asset Managment, Investment Advisory, Series 6, Portfolio Management

Education
Portland State University - School of Business   2005 — 2008
Business, Finance

Thomas Hofer Thomas Hofer Cleveland/Akron, Ohio Area Details
Thomas Hofer's Key Investment Services Experience 1995 - 1998
Job VP, Senior Product Manager, Digital Experience at PNC
Industry Financial Services
Experience
PNC  March 2009 - Present
National City, now a part of PNC  January 2009 - March 2009
National City Bank  August 2008 - January 2009
KeyBank  2001 - February 2008
KeyBank  2000 - 2001
KeyBank  1999 - 2000
KeyBank  1998 - 1999
Key Investment Services   1995 - 1998
Morgan Stanley Dean Witter  1994 - 1995
Cleveland MagiSeal   1990 - 1994

Skills
E-business, Website Management, Problem Solving, Banking, Product Management, E-commerce, Product Marketing, Interactive Marketing, Digital Marketing, Customer Experience, Online Marketing, Business Analysis, Financial Services, Strategic Planning, Multi-channel Marketing, Product Development, Business Strategy, Ad Serving, Online Advertising, DoubleClick for..., Sales, Vendor Management, Program Management, Process Improvement, Management, Team Leadership, Analysis, Business Process, Marketing, Training, Business Planning, Team Building, Competitive Analysis, Quality Assurance, Analytics, CRM, Strategy, Leadership

Education
Miami University   1982 — 1986
Bachelors, Political Science, History

Brunswick High School   1978 — 1982

Brandon Kane, CFP® Brandon Kane, CFP® Greater Denver Area Details
Brandon Kane, CFP®'s Key Investment Services Experience August 2008 - October 2010
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  October 2010 - Present
Key Investment Services   August 2008 - October 2010
JPMorgan Chase  October 2005 - August 2008

Education
Fort Lewis College
BA, Business Management

Northeastern Junior College

Metropolitan State College of Denver

Alan Slaughter Alan Slaughter Cleveland/Akron, Ohio Area Details
Alan Slaughter's Key Investment Services Experience June 2006 - March 2011
Job Compliance Specialist
Industry Investment Management
Experience
KeyBanc Capital Markets  April 2013 - November 2014
UBS  March 2011 - April 2013
Key Investment Services   June 2006 - March 2011
Bank of the West (formerly known as Commercial Federal Bank)   February 2000 - June 2006

Skills
Series 7, Series 24, Series 63, Asset Allocation, Mutual Funds, Retirement Planning, Equities, Fixed Annuities, Retirement, FINRA, Securities, Uniform Combined State..., Investment Advisory, Wealth Management, Asset Management, Investments, Series 6, Insurance, Fixed Income, Bonds, Swaps

Education
Bellevue University
MBA, Finance

Creighton Prep

Creighton University
BSBA, Marketing

Michael Caraboolad Michael Caraboolad Cleveland/Akron, Ohio Area Details
Michael Caraboolad's Key Investment Services Experience 2008 - 2010
Job Business Development | Key Account Leadership | Training & Development
Industry Financial Services
Experience
Delicious Treats LLC   2012 - 2014
MSC Customized Training Solutions, LLC   2010 - 2012
Key Investment Services   2008 - 2010
National City  2002 - 2007
Metric Development   2000 - 2002
National City  1993 - 2000

Skills
Public Speaking, Key Account Management, Executive Management, Sales Skills Training, Consultative Selling, New Business Development, Training & Development, Key Account Development, Investments, Sales Management, Strategic Financial..., Sales Process, Financial Planning, Series 7, Series 63, Series 65, Retirement Planning, Series 24, Regional Managers, Mutual Funds, Financial Services, Wealth Management, Fixed Annuities, Business Management, Sales Leadership, Team Development, Training & Coaching, Customer Service, Program Development, Outreach & Engagement, Best Practices..., Infrastructure Design, Business Development, Team Shaping, Talent Acquisition &..., Sales Strategies, Relationship Cultivation, Sales Growth, Referral Management, Team Leadership, Culture Shaping, Business Expansion, Startup Operations, Change Management

Education
Case Western Reserve University - Weatherhead School of Management
Bachelor of Science (BS), Management & Accounting

University of Pennsylvania - The Wharton School
Securities Industry Institute - 3 year program

Eric Tolmie Eric Tolmie Albany, New York Area Details
Eric Tolmie's Key Investment Services Experience January 1989 - January 2001
Job Financial Consultant at Commonwealth Financial Network
Industry Financial Services
Experience
American Legion of the US, J. Zaloga Post # 1520 Albany NY   2012 - Present
Commonwealth Financial Network  January 2001 - Present
MVP Health Care  2013 - 2014
MVP Health Care  2013 - 2014
American Legion of the United States of America  2012 - 2014
CDPHP  2006 - 2014
CDPHP  2006 - 2014
Key Investment Services   January 1989 - January 2001
US Navy  December 1980 - December 1984

Skills
Series 7, Retirement Planning, Mutual Funds, Retirement, Series 63, Wealth Management, Strategic Financial..., Investments, Investment Advisory, Securities, Fixed Annuities, Asset Allocation, Estate Planning, 401k, Portfolio Management, Life Insurance, Insurance, Health Insurance, Financial Advisory, Management, Financial Services, Strategic Planning, Finance

Education
The College of Saint Rose   1992 — 1994
MBA, Finance

State University of New York at Albany   1985 — 1988
Bachelor of Arts, Political Sciece and History

Catskill High School   1976 — 1980
General Education Degree (GED), General Education

Jennifer Wilkerson Jennifer Wilkerson Jasper, Indiana Details
Jennifer Wilkerson's Key Investment Services Experience May 2003 - September 2009
Job Investment Representative
Industry Financial Services
Experience
Springs Valley Bank & Trust   January 2012 - Present
Springs Valley Financial Services   September 2009 - Present
Key Investment Services   May 2003 - September 2009
Bank One  February 2000 - May 2003

Skills
Retirement Planning, Investments, Insurance, Finance, Banking, Financial Services, Securities, Retail Banking, Wealth Management, Long Term Care Insurance, Relationship Building, Life Insurance

Education
Marian College
Business Marketing

Vincennes University
Social Work

Thomas McNeill Thomas McNeill Cleveland/Akron, Ohio Area Details
Thomas McNeill's Key Investment Services Experience January 2007 - December 2008
Job Branch Manager at LPL Financial LLC
Industry Financial Services
Experience
LPL Financial LLC  December 2007 - Present
Key Investment Services   January 2007 - December 2008
McDonald Investments  February 2002 - December 2006
NCR Corporation  February 1980 - December 2000

Skills
Finance, Securities, Insurance, Strategic Planning, Sales, Sales Management, Leadership, Series 63, Customer Service, FINRA, Investments, Business Development, Executive Management

Education
Weatherhead School of Management at Case Western Reserve University   1980 — 1985
MBA, Information Technology

John Carroll University   1973 — 1977
BA, English

Dee Parcel Dee Parcel San Diego, California Details
Dee Parcel's Key Investment Services Experience January 2007 - 2009
Job Retired Financial Advisor
Industry Financial Services
Experience
Currently Retired  February 2011 - August 2012
UBS  February 2011 - August 2012
Key Investment Services   January 2007 - 2009

Skills
Series 7, Retirement Planning, Real Estate, Wealth Management, Finance, Strategic Planning

Education
San Jose State University
BA, Sociology/Psychology/Eastern Philosopy

Donna Schuette Donna Schuette Cleveland, Ohio Details
Donna Schuette's Key Investment Services Experience March 2008 - June 2011
Job Senior Manager Investment Operations at PNC Investments
Industry Financial Services
Experience
PNC Investments  January 2013 - Present
PNC Investments  June 2011 - January 2013
Key Investment Services   March 2008 - June 2011

Education
University of Arizona   1995 — 1999
Bachelor of Science (B.S.), Finance and Business Economics

Ted Binder Ted Binder Greater New York City Area Details
Ted Binder's Key Investment Services Experience February 1991 - June 1999
Job Financial Planner/ Wealth Management Senior Vice President at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott  February 2006 - Present
McDonald Financial Group  June 1999 - February 2006
Key Investment Services   February 1991 - June 1999
Mirage  1989 - 1991
Mirage  1989 - 1991

Skills
Retirement Planning, Wealth Management, Financial Planning, Estate Planning, High Net Worth..., Strategic Financial..., Fixed Annuities, Investment Advisory, Series 7, Asset Allocation, Series 65, Investment Strategies, 401k, Retirement, Mutual Funds, Series 63

Education
Syracuse University   1989 — 1991
Business, Accounting

Onondaga Community College   1987 — 1989
Business, Economics

Fayetteville Manlius High School   1982 — 1986

Kevin Zellers Kevin Zellers Dallas, Texas Details
Kevin Zellers's Key Investment Services Experience November 2006 - April 2012
Job Regional Vice President, Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments  April 2012 - Present
Key Investment Services   November 2006 - April 2012

Skills
Mutual Funds, Series 7, Asset Allocation, Financial Advisory, Wealth Management, Investment Strategies, Investments, Separately Managed..., Series 6, Fixed Annuities, Asset Managment, Retirement Planning, Series 63, Variable Annuities, Series 65

Education
Kent State University
Bachelor of Arts (B.A.)

David Kirchfeld David Kirchfeld Portland, Oregon Area Details
David Kirchfeld's Key Investment Services Experience December 2012 - January 2014
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial  January 2014 - Present
Key Investment Services   December 2012 - January 2014
Merrill Lynch  January 2011 - December 2012

Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Strategic Financial..., Mutual Funds, Series 63, Portfolio Management, Investments, Investment Strategies, Mortgage Lending, Credit

Education
San Diego State University-California State University   2000 — 2004
Bachelor’s Degree, Business Administration and Information Systems

Stephanie N Eckert Stephanie N Eckert Cleveland, Ohio Details
Stephanie N Eckert's Key Investment Services Experience May 2003 - March 2013
Job Supervisor at PNC Investments
Industry Financial Services
Experience
PNC Investments (Unofficial)   October 2014 - Present
PNC Investments  March 2013 - October 2014
Key Investment Services   May 2003 - March 2013
JPMorgan Chase  June 2011 - June 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Access

Education
Kent State University   2002 — 2005
Bachelor's of Science, Marketing

Justin Pagnard Justin Pagnard Cleveland/Akron, Ohio Area Details
Justin Pagnard's Key Investment Services Experience September 2009 - January 2011
Job Financial Advisor at Vantage Financial Group, Inc.
Industry Investment Management
Experience
Vantage Financial Group, Inc.   January 2011 - Present
Key Investment Services   September 2009 - January 2011
JPMorgan Chase  November 2006 - September 2009
Bank of America  May 2004 - November 2006

Skills
Retirement Planning, Investments, Series 7, Retirement, Insurance, Strategic Financial..., Series 63, Series 65, Securities

Education
Bowling Green State University   2000 — 2004
Bachelor of Business Administration (BBA), Marketing

Bellevue Senior High School   1996 — 2000
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

Esteban Muñoz Esteban Muñoz Plattsburgh, New York Details
Esteban Muñoz's Key Investment Services Experience August 2011 - July 2014
Job Personal Banker at KeyBank
Industry Banking
Experience
KeyBank  August 2014 - Present
Key Investment Services   August 2011 - July 2014
KeyBank  August 2011 - July 2014
Woodforest National Bank  November 2010 - July 2011
Chase Investment Services  February 2009 - November 2010
JPMorgan Chase  October 2008 - November 2010
Labor Ready  September 2007 - February 2009

Skills
Sales, Banking, Retirement Planning, Small Business Lending, Mortgage Lending, Lines Of Credit, Microsoft Office, Cross Selling, Merchant Services, Outside Sales, Series 6, Series 63, Life Insurance, Fixed Annuities, Variable Annuities, Consumer Lending, NYS Notary Public, Financial Analysis, Credit Cards, Home Equity Loans, Business Acumen, Mutual Funds, Retail Banking, Computer Hardware, Sales Operations, Marketing, Loans, Credit, Finance

Education
Montclair State University

Morris County Vocational School District

Jeff Olbina Jeff Olbina Indianapolis, Indiana Details
Jeff Olbina's Key Investment Services Experience February 2010 - June 2013
Job 22 year Financial Adviser
Industry Investment Management
Experience
Financial Center Federal Credit Union  June 2013 - Present
Key Investment Services   February 2010 - June 2013
First Indiana/M&I Bank   April 2008 - February 2010
Bank One/Chase Investments   April 2004 - April 2008
Fifth Third Bank  June 2002 - May 2004
Prudential Securities, Robert Baird, Raymond James   May 1992 - June 2002
Consumer Finance   September 1986 - March 1992

Skills
Banking, Customer Service, Investments, Management, Finance, Loans, Financial Services, Leadership, Team Building, Mutual Funds, Financial Analysis

Education
Indiana University Bloomington   1982 — 1986
Bachelor's degree, Economics

Krysten Overly Krysten Overly Noblesville, Indiana Details
Krysten Overly's Key Investment Services Experience 2004 - 2007
Job President, Prosperity Financial Advisors, LLC
Industry Financial Services
Experience
Prosperity Financial Advisors LLC   October 2007 - Present
Lincoln Financial Group  2012 - Present
Key Investment Services   2004 - 2007
Huntington Securities   July 2003 - February 2004
Banc One Securites   May 1994 - July 2003

Skills
Wealth Management..., Investment Advisory, Retirement Income..., Personal Financial..., Fee Based Planning, Holistic Financial..., Member SIPC, Member FINRA, Investment Advisor..., Qualified Retirement..., 401k, 401k Rollovers, Simple Plans, Insurance, Health Insurance, Disability Insurance, Life Insurance, Irrevocable Life..., Life & Health Insurance..., Series 7, Series 6, Series 63, Series 65, FINRA, Retirement Planning, Financial Advisory, Retirement, Strategic Financial..., Asset Allocation, Banking, Investments, Asset Management, Financial Services, Finance, Portfolio Management, IRAs, Long Term Care Insurance, Small Business, Roth IRA, Financial Planners, Investment Strategies, Wealth, Wealth Accumulation, Employee Benefits, Estate Planning, Wealth Management, Mutual Funds, Fixed Annuities, ETFs, Financial Planning

Education
University of Indianapolis

Adam Santo Adam Santo Avon Lake, Ohio Details
Adam Santo's Key Investment Services Experience March 2007 - January 2010
Job Associate Managing Director | Branch Sales Manager | Financial Advisor
Industry Financial Services
Experience
Talmer Bank and Trust  January 2010 - Present
Key Investment Services   March 2007 - January 2010
Woodbury Financial Services  October 2006 - March 2007
National City Bank  April 2004 - October 2006
American General Finance  July 2002 - April 2004

Skills
Financial Planning, Financial Services, Banking, Sales, Sales Management, Investments, Finance, Credit, Loans, Securities, Retirement Planning, Mutual Funds, Financial Analysis, Portfolio Management

Education
Ohio University   1997 — 2002
Bachelor of Science (BS), Sports Management Business Administration

Victor M. Perez Victor M. Perez Greater New York City Area Details
Victor M. Perez's Key Investment Services Experience April 2014 - Present
Job VIce President, Financial Advisor @ Key Investment Services, LLC
Industry Financial Services
Experience
Key Investment Services   April 2014 - Present
J.P. Morgan   November 2011 - March 2014
JPMorgan Chase  November 2009 - October 2011
A.C. Lawrence & Company, Real Estate   May 2009 - November 2009
Vantage Properties, LLC   June 2007 - July 2009
Barak Realty  January 2007 - June 2007
Nestle  March 2006 - January 2007
US Army  January 2000 - February 2006

Skills
Retail Banking, Banking Relationships, Financial Advisory, Military Experience, Banking, Finance, Separately Managed..., Strategic Financial..., Wealth Preservation..., Wealth Management, Market Analysis, Investment Products, Strategic Planning, Mutual funds, Equity Trading, Real Estate, Financial Analysis, Administrative..., Fixed Annuities, Variable Annuities, Sales Representatives, Relationship Management, Human Resources, Credit, Sales, Investments, Financial Services, Loans, Managerial Finance, Marketing, Mutual Funds, Financial Planning, Management, Customer Service, Leadership, Series 7, Insurance, Microsoft Office, Asset Management, Portfolio Management, Risk Management, Series 63, Negotiation, Equities, Retirement Planning, Microsoft Excel, Investment Advisory, Credit Analysis, Marketing Strategy

Education
Monroe College   2010 — 2012
MBA, Finance

City University of New York-Herbert H. Lehman College   2007 — 2010
Bachelor, Marketing

Hawaii Pacific University   2001 — 2005
Associates, Computer Science

Stanley Trybala Stanley Trybala Cleveland/Akron, Ohio Area Details
Stanley Trybala's Key Investment Services Experience December 2012 - May 2013
Job Department Supervisor
Industry Retail
Experience
jcpenney  June 2014 - Present
jcpenney  October 2013 - June 2014
Key Investment Services   December 2012 - May 2013
KeyBanc Capital Markets  July 2007 - October 2012
McDonald Investments Inc  May 1999 - March 2007
The Strongsville Savings Bank   January 1983 - May 1999

Skills
Management, Customer Service, Investments, Fixed Income, Securities, Capital Markets, Series 63, Finance, Financial Analysis, Bonds, Series 7, Mortgage Lending, Bloomberg, Retail Banking, Retirement Plan..., 401k, IRAs, Apparel, Cashiering, Retail, Training, Leadership, Team Development, Sales, Microsoft Excel, Microsoft Office, Team Building, Strategic Planning

Education
Kent State University   1970 — 1974
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Bill Garrison, PMP, ITIL, CSM Bill Garrison, PMP, ITIL, CSM Greater Denver Area Details
Bill Garrison, PMP, ITIL, CSM's Key Investment Services Experience 2006 - March 2009
Job
Industry Outsourcing/Offshoring
Experience
Welltok, Inc.   March 2015 - Present
GLR Strategy Group LLC   August 2010 - Present
STARTEK  April 2014 - September 2014
OneNeck IT Solutions  October 2011 - April 2014
StarTek  March 2009 - June 2010
Key Investment Services   2006 - March 2009
TeleTech  2005 - 2006
TeleTech  2002 - 2005
TeleTech  1999 - 2002
TeleTech  1996 - 1999

Skills
Business Process..., CRM, Cross-functional Team..., Outsourcing, Business Analysis, Strategy, Management, Business Intelligence, Operations Management, Project Management, Team Leadership, New Business Development, Solution Selling, Leadership, Business Process, PMO, BPO, Sales Management, Project Planning, Organizational..., Sales Operations, Vendor Management, Integration, Workforce Management, Call Center, Process Improvement, Professional Services, Call Centers, Service Delivery, Pre-sales, Customer Experience, Program Management, Sales, Cloud Computing, Telecommunications, SaaS, Change Management, VoIP, Enterprise Software, Business Development, Salesforce.com, Unified Communications, IT Management, Account Management

Education
Temple University - Fox School of Business and Management   1992 — 1993

Indiana University - Kelley School of Business   1981 — 1986
BS

Jake Klein Jake Klein Greater Seattle Area Details
Jake Klein's Key Investment Services Experience 2008 - 2010
Job Financial Advisor
Industry Financial Services
Experience
Jake Klein   March 2010 - Present
Key Investment Services   2008 - 2010
Edward Jones  October 2005 - September 2008
California Closets  December 1999 - September 2005
EZ-NetTools  August 2000 - April 2003

Education
Brigham Young University - Idaho   2000 — 2003
Business

Ricks College   1995 — 1997
Business

Liberty High School

Gregg DiGeronimo Gregg DiGeronimo Cleveland/Akron, Ohio Area Details
Gregg DiGeronimo's Key Investment Services Experience December 2013 - Present
Job National Sales Manager at Key Investment Services, LLC
Industry Investment Management
Experience
Key Investment Services   December 2013 - Present
FirstMerit  May 2011 - December 2013
SunAmerica Retirement Markets  March 2010 - May 2011
AmTrust Investment and Insurance Companies   August 2005 - March 2010
Huntington Investment Company  February 2001 - August 2005
Chase Manhattan Corporation  November 1988 - February 2001

Skills
Wealth Management, Annuities, Series 7, Financial Advisory, Retirement Planning, Retail Banking, Retirement, Banking, Cross Selling, Investments, Sales Management, Financial Planning, Profitability, Long Term Care, Insurance, Sales Process, Compliance, Strategic Planning, Financial Management, Selling, Retail, Strategic Financial..., Fixed Annuities, Long-term Care, Management, Strategy

Education
University of Cincinnati College of Business   1983 — 1987
Bachlor, Business

Karl Schwinck Karl Schwinck Colorado Springs, Colorado Details
Karl Schwinck's Key Investment Services Experience September 1997 - September 1999
Job Senior Vice PresidentInvestmentsSenior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  September 1999 - Present
Key Investment Services   September 1997 - September 1999
Charles Schwab  May 1993 - September 1997

Skills
Asset Allocation, Investments, Retirement Planning, Asset Management, Financial Advisory, High Net Worth..., Wealth, Investment Advisory

Education
University of Southern Maine - School of Business   1998 — 2001
MBA, Finance

California State University-Long Beach - College of Business Administration   1987 — 1991
BS, Finance

Michael Maré, AAMS Michael Maré, AAMS Colorado Springs, Colorado Area Details
Michael Maré, AAMS's Key Investment Services Experience October 2010 - December 2011
Job Colorado Branch Manager
Industry Financial Services
Experience
Quantum Wealth Strategies LLC   December 2011 - Present
Key Investment Services   October 2010 - December 2011
Edward Jones  October 2007 - October 2010
Tucson Police Department  May 1994 - October 2007

Education
Northern Arizona University   2002 — 2004
Master of Science

University of Arizona   1988 — 1992
Bachelor of Science

Andy H. Andy H. Cleveland/Akron, Ohio Area Details
Andy H.'s Key Investment Services Experience July 2012 - Present
Job Middle Office Operations Trader at Key Investment Services
Industry Financial Services
Experience
Key Investment Services   July 2012 - Present
Key Investment Services   October 2010 - July 2012
All Hands Volunteers, Inc  March 2010 - June 2010
thinkorswim  October 2006 - March 2010

Skills
Trading, Equities, Commodity, Bonds, Technical Analysis, Foreign Exchange, Investments, Options Strategies, Financial Analysis, Middle Office, Securities, Series 7, Derivatives

Education
Saint Bonaventure University   2002 — 2006
Finance

Robann Bruder Robann Bruder Cleveland/Akron, Ohio Area Details
Robann Bruder's Key Investment Services Experience April 1995 - November 1997
Job Sr Lead Business Systems Analyst at Key Bank
Industry Banking
Experience
Key Bank  April 2000 - Present
World Savings Corporation   December 1999 - April 2000
KeyBank  November 1997 - September 1999
Key Investment Services   April 1995 - November 1997
Fidelity Investments  March 1993 - April 1995
Wells Fargo  May 1992 - January 1993
Wells Fargo  August 1990 - May 1992
Wells Fargo  November 1988 - August 1990
Wells Fargo  September 1985 - November 1988
Target  June 1982 - August 1985

Skills
Business Analysis, Lotus Notes, Financial Services, SDLC, Banking, Business Requirements, Requirements Gathering, Process Improvement, Vendor Management, Analysis, Risk Management, Business Process, Business Intelligence, Requirements Analysis, Management, Visio

Education
Iowa State University   1977 — 1982
BS, Retail Management

John Steinbrenner John Steinbrenner Cleveland/Akron, Ohio Area Details
John Steinbrenner's Key Investment Services Experience April 2009 - August 2011
Job Director of Finance at Boundary Systems
Industry Computer Software
Experience
Boundary Systems  September 2011 - Present
Key Bank  April 2009 - September 2011
Key Investment Services   April 2009 - August 2011
Huntington National Bank  December 1998 - April 2009

Education
Cleveland State University   1996 — 2006
Bachelors of Business Administration, Finance

Shellie Anderson Shellie Anderson Greater Chicago Area Details
Shellie Anderson's Key Investment Services Experience 1991 - 1997
Job Operations Manager at Collections Etc.
Industry Retail
Experience
Collections Etc.  June 2007 - Present
Collections Etc.  2007 - 2008
American Health Information Management Association  2005 - 2007
Rush Prudential  1998 - 2002
Unicare  1998 - 2002
WellPoint  1998 - 2002
First Chicago  1997 - 2000
Key Investment Services   1991 - 1997
Chicago Stock Exchange  1980 - 1991

Education
Loyola University Chicago   1988 — 1991

Mundeline College   1988 — 1991
ba, business adminstration

Wendell Phillps   1966 — 1970
college preparation

Jasmine Mathew Jasmine Mathew Honolulu, Hawaii Details
Jasmine Mathew's Key Investment Services Experience February 2006 - August 2006
Job Science Teacher
Industry Primary/Secondary Education
Experience
Kaiser High School   July 2013 - Present
Kihei Stem Academy   September 2012 - Present
Paul Public Charter School  September 2011 - June 2012
Mercyhurst College  August 2008 - October 2011
Mercyhurst College  August 2009 - May 2010
Mercyhurst College  September 2008 - March 2010
X Shares Securities   June 2007 - June 2008
Key Investment Services   February 2006 - August 2006

Skills
Curriculum Design, Educational Technology, Higher Education, Curriculum Development, Staff Development

Education
Mercyhurst University   2008 — 2011
MS, Education

Gannon University   1994 — 1998
BA, Communications

Scott Hargrove Scott Hargrove Cleveland/Akron, Ohio Area Details
Scott Hargrove's Key Investment Services Experience May 2005 - August 2008
Job Vice President, Financial Industry Technical Services, Inc.
Industry Financial Services
Experience
FITS, Inc   August 2008 - Present
Key Investment Services   May 2005 - August 2008
ADP/SIS (Broadridge)   2000 - 2005
Southwest Securities  February 1999 - November 1999
First Southwest Company  September 1994 - February 1999

Skills
Options, Back Office, Banking, Settlement, Asset Management, Business Analysis, Insurance, Equities, Operations Management, Business Process..., Strategic Planning, Vendor Management, Securities, Fixed Income, Mutual Funds, Risk Management, Derivatives, Financial Services, Capital Markets, Middle Office, Portfolio Management, Analysis, Strategy, Asset Managment, Project Management

Education
McMurry University   1993 — 1994
Banking/Finance, Political Science

kenny weinstein kenny weinstein Greater New York City Area Details
kenny weinstein's Key Investment Services Experience July 2012 - May 2015
Job Investment Advisor at MYLES WEALTH MANAGEMENT
Industry Financial Services
Experience
Myles Wealth Management   May 2015 - Present
Key Investment Services   July 2012 - May 2015
Chase Investment Service   August 2010 - July 2012
Credit Suisse  February 1992 - July 2008

Skills
Investments, Equities, Marketing Strategy, Asset Management, Public Speaking, Mutual Funds, Financial Services, Process Improvement, Portfolio Management, Team Building, Finance, Series 7, Wealth Management, Alternative Investments, Equity Trading, Financial Analysis, Fixed Income, Series 63

Education
Bryant University   1975 — 1978
bachelor science, business administration

Shari Hall Shari Hall Panama City, Florida Details
Shari Hall's Key Investment Services Experience December 2006 - May 2009
Job Pharmaceutical Sales Specialist
Industry Pharmaceuticals
Experience
Available in Panama City, FL and Surrounding Areas for Position   September 2015 - Present
Publicis Touchpoint Solutions, Inc.   February 2012 - August 2015
athenahealth  May 2009 - February 2012
Key Investment Services   December 2006 - May 2009
Bank of America  January 2005 - December 2006
MetLife  May 2002 - December 2004
Wachovia Bank  January 1987 - May 2002

Skills
Uniform Combined State..., Series 7, Retirement Planning, Series 65, Series 63, Retirement, Mutual Funds, Wealth Management, Series 6, Life & Health Insurance..., Fixed Annuities, Strategic Financial..., Series 24, Estate Planning, Investments, Financial Planners, Life Insurance, Long-term Care, Asset Managment, Insurance, Sales, Cold Calling

Education
Walden University   2012 — 2017
Doctor of Philosophy (PhD), Public Health

Western Governors University   2010 — 2012
Healthcare Management

University of Maine   2010 — 2010
Masters level classes in Human Behavior, Research, Social Welfare Policy and Issues and So

University of Phoenix   1999 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Kennesaw State University
Business Administration

Sheldon Walker, MBA Sheldon Walker, MBA Rochester, New York Area Details
Sheldon Walker, MBA's Key Investment Services Experience March 1995 - May 1999
Job Registered Representative at John Hancock Financial Network
Industry Financial Services
Experience
OppenheimerFunds  November 2000 - March 2009
Waddell & Reed Financial Services  May 1999 - November 2000
Key Investment Services   March 1995 - May 1999

Skills
Strategic Financial..., Portfolio Management

Education
Ithaca College
Bachelor of Science, Economics - Management

Salem International University
Masters of Business Administration (MBA), International Business

Christopher Jacklin Christopher Jacklin Greater Seattle Area Details
Christopher Jacklin's Key Investment Services Experience April 2015 - Present
Job Director, Sales at HANDYGUYZ INC.
Industry Investment Management
Experience
Key Investment Services   April 2015 - Present
Action Tax   March 2014 - March 2015
HANDYGUYZ INC.   June 2013 - December 2013
CSJ Consulting   September 2007 - June 2013
AOR   April 2003 - September 2007
Piper Jaffray  April 2000 - April 2003
Washington Mutual  1997 - 1999

Skills
Series 24, Series 7, 401k, Wealth Management, Retirement Planning, Retirement, Life Insurance, Fixed Annuities, ETFs, Series 63, Asset Allocation, Strategic Financial..., Investment Strategies, Investment Management, Mutual Funds, Insurance, Start-ups, Business Development, Finance, Management, Sales, Risk Management, Customer Service, Financial Planning, Sales Management

Education
Seattle Pacific University   1992 — 1995
Bachelor's degree, Finance

Seattle Pacific University   1992 — 1995
Bachelor of Business Administration (B.B.A.), Finance, Economics

Susan Oelbracht Susan Oelbracht Cleveland/Akron, Ohio Area Details
Susan Oelbracht's Key Investment Services Experience 1995 - 1999
Job Portfolio Manager Specializing in Endowments, Foundations, and Nonprofits
Industry Financial Services
Experience
Key NonProfit Services   October 2004 - Present
Victory Capital Management  November 1999 - October 2004
Key Investment Services   1995 - 1999

Skills
Portfolio Management, Due Diligence, Analysis, Investments, Asset Allocation, Wealth Management, Alternative Investments, Financial Analysis, Customer Relations, Asset Management, Excel, Microsoft Office, Word, Non-profits, Private Equity, PowerPoint, Financial Management, Public Speaking, Customer Service, High Net Worth..., Nonprofits, Microsoft Excel, Finance, Investment Strategies, Investment Management

Education
Weatherhead School of Management at Case Western Reserve University   2007 — 2010
MSM, Finance

Cleveland State University   1994 — 1998
Bachelor of Business Administration, Business Economics

Kimberly Florcosky Kimberly Florcosky Lakewood, Ohio Details
Kimberly Florcosky's Key Investment Services Experience January 2006 - January 2008
Job Financial Professional
Industry Financial Services
Experience
Private Harbour Investment Management   2013 - Present
TD Ameritrade  January 2008 - January 2012
Key Investment Services   January 2006 - January 2008
Charles Schwab & Co., Inc   January 2002 - January 2004
Salomon Smith Barney, Inc  January 1993 - January 2001

Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Investments, Securities, Retirement Planning, Equities, Fixed Income, FINRA, Options, Retirement, Risk Management, Banking, Fixed Annuities

Education
Indiana Wesleyan University   2012 — 2013
Bachelor of Science (BS), General Studies Business

The American College   2011 — 2012
currently enrolled, Certified Financial Planner

Cuyahoga Community College
Associate of Arts and Sciences (AAS), Arts & Sciences

Cuyahoga Community College

Keir

Keir

Frank Civitella Frank Civitella Greater New York City Area Details
Frank Civitella's Key Investment Services Experience August 2009 - September 2013
Job Managing Director, VP at Sterling National Bank
Industry Banking
Experience
Sterling National Bank  September 2013 - Present
LPL Financial  September 2013 - Present
Key Investment Services   August 2009 - September 2013
JPMorgan Chase  October 2004 - August 2009

Skills
Banking, CTFA, Commercial Lending, Investment Advisory, Trusts, Trust Services, Trust Management, Charitable Trusts, Commercial Banking, Annuity Sales, Variable Annuities, Fixed Annuities, Mutual Funds, Structured Products

Education
St. Lawrence University   1999 — 2003
Bachelor of Arts (B.A.), Economics

Jeff St.Laurent Jeff St.Laurent Saco, Maine Details
Jeff St.Laurent's Key Investment Services Experience November 2005 - November 2006
Job AVP/Loan Officer Saco & Biddeford Savings
Industry Banking
Experience
Saco & Biddeford Savings Institution  November 2006 - Present
Key Investment Services   November 2005 - November 2006
Edward Jones  November 2003 - November 2005

Skills
Loans, Mortgage Lending, Banking, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Mortgage Banking, Financial Analysis, Underwriting, Consumer Lending, Finance, Investments, First Time Home Buyers, Loan Origination, Sales, Credit Analysis

Education
University of Maine   1989 — 1993
Bachelor of Arts (BA), Zoology

Dan Christie Dan Christie Dayton, Ohio Area Details
Dan Christie's Key Investment Services Experience January 1996 - January 1999
Job First Vice President Wealth Management
Industry Financial Services
Experience
UBS  February 2007 - Present
McDonald Investments  January 1999 - February 2007
Key Investment Services   January 1996 - January 1999
Merrill Lynch  June 1991 - January 1996

Skills
Finance, Wealth Management, Series 7

Education
University of Dayton   1989 — 1991
Master of Business Administration (M.B.A.)

University of Dayton   1983 — 1987
Bachelor of Science (B.S.), Mechanical Engineering Technology

John Casp John Casp Akron, Ohio Details
John Casp's Key Investment Services Experience 1988 - 2000
Job Financial Advisor, Vice President at PNC Investments
Industry Financial Services
Experience
PNC Investments  2002 - Present
Key Investment Services   1988 - 2000

Education
Juniata College   1972 — 1976
Business Administration and Management, General

Brandy Gosch Brandy Gosch Greater Seattle Area Details
Brandy Gosch's Key Investment Services Experience September 2005 - July 2007
Job Comptroller at Costello & Associates, PLLC
Industry Accounting
Experience
Mt. View Cooperative Preschool   May 2010 - Present
Costello & Associates, PLLC   November 2011 - April 2012
Key Investment Services   September 2005 - July 2007

Skills
Financial Reporting, General Ledger, Internal Controls, QuickBooks, Accounts Payable, Auditing, Financial Accounting, Account Reconciliation, Accounts Receivable, Financial Analysis, Bookkeeping, Accounting

Education
Keller Graduate School of Management of DeVry University   2012 — 2013
Masters of Accounting and Finance Management, CPA

University of Phoenix   2003 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of Washington   1997 — 1998
Bachelor of Science (B.S.), Psychology

Jan Mark Stouber Jan Mark Stouber Portland, Oregon Area Details
Jan Mark Stouber's Key Investment Services Experience November 2013 - August 2015
Job Financial Advisor
Industry Financial Services
Experience
Key Investment Services   November 2013 - August 2015
US Bancorp Investments Inc.  June 2010 - November 2013
WAMU/Chase  August 1992 - June 2010

Education
Sonoma State University
Bachelor of Arts (BA)

Laurel Greene Laurel Greene Vancouver, Washington Details
Laurel Greene's Key Investment Services Experience December 2004 - May 2008
Job Executive Assistant to the CEO at Holland Partner Group
Industry Real Estate
Experience
Holland Partner Group  April 2014 - Present
Mandalay Accessories   February 2013 - November 2013
Church & Dwight, Co., Inc.   July 2009 - January 2013
Key Investment Services   December 2004 - May 2008

Education
College of the Siskiyous   1991 — 1994
Associate's degree, Accounting and Business/Management

Sam Barlow High School   1988 — 1991
Diploma, General Studies

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