Leonard & Company
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Leonard & Company Employees
Business Intelligence of Bloomfield June 2010 - Present
Bloomfield Township 2012 - 2012
Leonard & Company February 2009 - April 2010
Detroit Symphony Orchestra 2006 - 2010
Inforum 1998 - 2010
Lawrence Technological University January 2009 - August 2009
Toastmasters International 2005 - 2007
Sternberg and Associates 2005 - 2006
State of Michigan February 1981 - January 2004
Skills
Risk Management, PMP, Strategic Planning, Information Technology, Spanish, Grants, Sales, Policy, Human Resources, Business Intelligence, Project Management, Program Management, Government, Non-profits, Leadership, Event Planning, Fundraising, Personnel Management, Nonprofits, Community Outreach, Training, Organizational..., Leadership Development, Community Development
Education
Shifting Gears 2014 — 2014
Lawrence Technological University 2009 — 2011
Graduate Certificate, Project Management
University of Michigan 1995 — 1996
Post Masters Cert. in Social Work, Early Intervention
Wayne State University 1976 — 1981
MPA, Managing in the Public Sector, Organizational Development, American Government
Wayne State University 1965 — 1969
BA, Psychology
Cass Tech
Fifth Avenue Advisors January 2006 - Present
Leonard & Company 2002 - 2005
McDonald Investments 1999 - 2002
Masco Corporation 1993 - 1998
CME 1989 - 1991
Skills
Investments, Business Strategy, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Risk Management, Due Diligence, Private Equity, Strategic Planning, Financial Modeling, Equities, Portfolio Management, Valuation, Capital Markets, Management Consulting, Asset Management, Banking, Investment Banking, Business Analysis
Education
Miami University 1984 — 1988
BS, Business, Management, Marketing, and Related Support Services
Cranbrook 1974 — 1984
Marsh USA Inc May 2010 - Present
MSU Finance Association August 2008 - December 2009
Leonard & Company May 2009 - August 2009
Lewandowski Engineers May 2008 - August 2008
Skills
Commercial Insurance, Microsoft Excel, Financial Analysis, PowerPoint, Risk Management
Education
Michigan State University 2007 — 2009
BA, Finance
Memories By Newman, LLC January 2012 - Present
Detroit Red Wing Alumni Association January 2012 - Present
Joe Kocur Foundation For Children January 2011 - Present
Flow Wine Group November 2011 - December 2014
Leonard & Company October 2009 - March 2011
Wells Fargo Advisors September 2007 - October 2009
Fifth Third Bank January 2005 - April 2007
National City Bank April 1997 - December 2004
Skills
Sales, Sales Management, Hockey, Ice Hockey, Photography, DJ, Wedding DJ, Financial Advisory, Banking, Retail Banking, Non-profits, Foundations, Digital Photography, Commercial Photography, Event Photography, Wine Tasting, Consultants, Management Consulting, Contract Negotiation, Contract Management, Agents, Nonprofits, Investments, Media Relations, Finance, Technology, Networking, Social Networking, Social Media Marketing, Social Media, Team Building, Customer Service
Education
University of Phoenix 1998 — 2002
Bachelors, Business Management
Mt. Clemens High School 1985 — 1987
Livonia Bentley High School 1983 — 1985
Core Capital Investments June 2012 - Present
Leonard & Company June 2011 - June 2012
Robert W. Baird & Co. August 2007 - February 2011
A.G. Edwards & Sons, Inc. July 2004 - August 2007
Colorado State University January 2000 - March 2004
Skills
Alternative Investments, Investments, Portfolio Management, Equities, Fixed Income, Retirement Plan..., Corporate Finance, Retirement Planning, Series 7, Financial Services, Due Diligence, Mutual Funds, Asset Allocation, Finance, Private Equity, Wealth Management, Series 63
Education
Colorado State University 1994 — 1999
History B.A., History, Political Science, Anthropology, Economics
Troy High School 1989 — 1993
TCA Holdings August 2014 - Present
ATF Inc. June 2013 - 2014
JPMorgan Chase August 2011 - June 2013
Leonard & Company September 2012 - April 2013
Ladder Up January 2012 - April 2012
Skills
Accounting, Customer Service, Tax, Journal Entries, Tax Preparation, Organization &..., Highly detail oriented, QuickBooks, Financial Statements, Data Entry, Cpr Certified, Account Reconciliation, Microsoft Office, Research, Public Speaking, Auditing, Banking, Computer Proficiency, Event Planning, Event Management, Social Media, Social Networking, Accounts Receivable, Data Analysis, Cross-functional Team..., Time Management, Fundraising, Editing, Outlook, PowerPoint, Financial Analysis, Bank Reconciliation, Teamwork, Invoicing, Microsoft Word, Microsoft Excel, Payroll Processing
Education
Dominican University 2009 — 2013
Bachelor of Science, Accounting; Business Administration
IL Dept of Revenue December 2012 - Present
Rook Accounting, Inc November 2011 - Present
Leonard & Company December 2010 - November 2011
Acciari, Levy & Rabyne November 2009 - December 2010
Rounsfull & Associates, Ltd. June 2007 - April 2009
Alkafaji & Associates July 2006 - June 2007
Skills
Strategic Financial..., General Ledger, Tax, Accounting, QuickBooks, Account Reconciliation, Tax Accounting, Income Tax, Fixed Assets, Financial Statements, Financial Reporting, Tax Preparation, Payroll, Sales Tax
Education
Northeastern Illinois University 2006 — 2010
MSA, Accounting
The Ohio State University 1996 — 2003
BFA, Studio Art
4WEALTH® FINANCIAL GROUP, LLC December 2012 - Present
Leonard & Company January 2008 - December 2012
Skills
Accounting, Payroll, QuickBooks, Tax Accounting, Accounting for Small..., S Corporations, Income Tax, Customer Service, Time Management, Corporate Tax, Financial Statements, Financial Reporting, Partnership Accounting, Sales & Use Tax, Balance Sheet Review, Depreciation, Accounting Research, Tax, Finance, Microsoft Office, Microsoft Word, Microsoft Excel
Education
Dominican University
Bachelor's Degree, Accounting
Morgan Stanley Wealth Management January 2014 - Present
Pointe Alarm January 2012 - June 2013
State Farm Insurance May 2011 - September 2011
Leonard & Company November 2007 - April 2009
Merrill Lynch October 2004 - November 2007
UBS September 1994 - June 2004
Paine Webber February 1994 - August 1994
Rodman & Renshaw October 1992 - February 1994
Skills
Project Planning, Process Improvement, Customer Service, Leadership, Fundraising, CRM, Management, Business Development, Sales, Employee Benefits, Portfolio Management, Risk Management, Strategic Planning, Series 7, Account Management, Team Building
Education
Northwood University
Core Capital Investments February 2012 - Present
Leonard & Company September 2002 - February 2012
Skills
Investments, Series 7, Securities, Wealth Management, Fixed Income, Fixed Annuities, Equities, Life Insurance, Retirement Planning, Insurance, Series 63, Estate Planning, Strategic Financial..., Marketing, Portfolio Management, Alternative Investments, Mutual Funds, Investment Advisory, Series 24, Financial Planning
Education
Grand Valley State University 1988 — 1993
Association for Northwest Advancement April 2009 - October 2009
Imperial Distributors LLC August 2008 - March 2009
TradeLink LLC January 2007 - August 2007
Leonard & Company June 2005 - December 2006
Education
Bachelor, Business
DePaul University
Master of Science, Information Technology
Dominican University
Master, Business Administration
d'aprile properties 2012 - Present
Kaplan University April 2010 - Present
Kaplan University February 2008 - September 2010
psychology private practice August 2007 - February 2008
Minty Fresh Records August 2007 - December 2007
SCOPE Productions September 2006 - May 2007
Leonard & Company May 2006 - August 2006
Concord Independent Living Facility May 2005 - August 2005
Skills
Technology Needs..., Teaching, Instructional Design, Career Counseling
Education
University of Iowa 2003 — 2007
Bachelor of Arts, Psychology, Communications
Consolidated Financial Management & Tax Service September 1994 - Present
Leonard & Company September 1994 - April 2004
First of Michigan June 1989 - September 1994
Drexel Burnham Lambert January 1988 - May 1989
Merrill Lynch January 1984 - January 1988
Education
Oakland University 2004 — 2006
CFP, Finance
Central Michigan University 1980 — 1983
MBA, Business
Ferris State University 1975 — 1979
B.S., Hospital Administration
JDP CONSULTING LLC September 2011 - Present
Leonard & Company July 2007 - September 2011
Deloitte & Touche Corporate Finance LLC January 2001 - December 2006
Warner Norcross & Judd LLP August 1999 - January 2001
First of Michigan Corporation January 1982 - July 1999
Skills
Corporate Law, FINRA, Investments, Series 24, Securities
Education
Wayne State University Law School 1977 — 1980
Juris Doctor, Law
Wayne State University 1972 — 1975
Masters of Public Administration, Management
University of Detroit Mercy 1965 — 1969
Bachlelor of Arts, Political Science and Government, Summa Cum Laude
Wells Fargo Advisors, LLC February 2012 - Present
Leonard & Company January 2008 - February 2012
Morgan Stanley March 1993 - December 2007
Education
University of Michigan-Dearborn 1989 — 1993
Bachelor's Degree, Accounting and Finance