Leonard & Company

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Leonard & Company Employees

Employee
Years
Job
Industry
Barbara Borden Barbara Borden Bloomfield Hills, Michigan Details
Barbara Borden's Leonard & Company Experience February 2009 - April 2010
Job Michigan Shifting Gears Cohort #19
Industry Information Services
Experience
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

Craig Lyon Craig Lyon Naples, Florida Details
Craig Lyon's Leonard & Company Experience 2002 - 2005
Job Partner at Fifth Avenue Advisors
Industry Financial Services
Experience
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

Staci Cheloff Staci Cheloff Tampa/St. Petersburg, Florida Area Details
Staci Cheloff's Leonard & Company Experience May 2009 - August 2009
Job Client Representative at Marsh
Industry Insurance
Experience
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

Michael Doré (Newman) Michael Doré (Newman) Greater Detroit Area Details
Michael Doré (Newman)'s Leonard & Company Experience October 2009 - March 2011
Job President/ Memories By Newman
Industry Computer Networking
Experience
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

Peter Frawley Peter Frawley Greater Detroit Area Details
Peter Frawley's Leonard & Company Experience June 2011 - June 2012
Job Financial Consultant/Sr. VP CoreCap Investments
Industry Financial Services
Experience
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

Alexander DaCruz Alexander DaCruz Greater Chicago Area Details
Alexander DaCruz's Leonard & Company Experience September 2012 - April 2013
Job Staff Accountant for TCA Holdings, LLC
Industry Accounting
Experience
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

Jason Misuinas Jason Misuinas Greater Chicago Area Details
Jason Misuinas's Leonard & Company Experience December 2010 - November 2011
Job Revenue Auditor Trainee at IL Dept of Revenue
Industry Accounting
Experience
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

Stephanie Starkey Stephanie Starkey Greater Chicago Area Details
Stephanie Starkey's Leonard & Company Experience January 2008 - December 2012
Job Director of Tax & Accounting Services at 4Wealth Financial Group, LLC.
Industry Financial Services
Experience
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

Kristen Townsend Kristen Townsend Bloomfield Hills, Michigan Details
Kristen Townsend's Leonard & Company Experience November 2007 - April 2009
Job Financial Services
Industry Financial Services
Experience
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

Max Pett Max Pett Greater Detroit Area Details
Max Pett's Leonard & Company Experience September 2002 - February 2012
Job President at Core Capital Investments
Industry Financial Services
Experience
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

Metin Kervan Metin Kervan Greater Chicago Area Details
Metin Kervan's Leonard & Company Experience June 2005 - December 2006
Job Independent Software Developer
Industry Information Services
Experience
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

Lauren Langgut Lauren Langgut Greater Chicago Area Details
Lauren Langgut's Leonard & Company Experience May 2006 - August 2006
Job Broker at d'aprile properties
Industry Real Estate
Experience
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

Timo L. Nicholaou Timo L. Nicholaou Greater Detroit Area Details
Timo L. Nicholaou's Leonard & Company Experience September 1994 - April 2004
Job President, Consolidated Financial Management & Tax Service
Industry Financial Services
Experience
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

JEFFREY PLOPA JEFFREY PLOPA Greater Detroit Area Details
JEFFREY PLOPA's Leonard & Company Experience July 2007 - September 2011
Job Senior Consultant & Owner at JDP CONSULTING LLC
Industry Financial Services
Experience
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

David Aquilina David Aquilina Troy, Michigan Details
David Aquilina's Leonard & Company Experience January 2008 - February 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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