MAI Wealth Advisors, LLC

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

MAI Wealth Advisors, LLC Salaries. You can even request information on how much does MAI Wealth Advisors, LLC pay if you want to. Learn about salaries, pros and cons of working for MAI Wealth Advisors, LLC 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!

49 MAI Wealth Advisors, LLC employees in database. Find out everything there's to know about MAI Wealth Advisors, LLC 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.

MAI Wealth Advisors, LLC Employees

Employee
Years
Job
Industry
Amy Saban Amy Saban Greater Chicago Area Details
Amy Saban's MAI Wealth Advisors, LLC Experience 2008 - March 2014
Job S.V.P., Senior Wealth Advisor
Industry Financial Services
Experience
RMB Capital  March 2014 - Present
MAI Wealth Advisors, LLC   2008 - March 2014
Kaplan Financial  August 2004 - January 2009
Fifth Third Bank  March 2005 - May 2007
Skylight Financial  2003 - 2005
Szarka Financial Services   2001 - 2003
RAV Financial Services, LLC   January 1999 - June 2001
McDonald Investments  1994 - 1998

Education
Cleveland State University - Cleveland-Marshall College of Law   2006 — 2009
JD, Law

The University of Akron   1994 — 1998
BS, Finance

Stuart Ostro Stuart Ostro Cleveland/Akron, Ohio Area Details
Stuart Ostro's MAI Wealth Advisors, LLC Experience June 2007 - August 2007
Job Corporate Recruiter at Corporate Search Consultants, Inc.
Industry Staffing and Recruiting
Experience
Corporate Search Consultants, Inc.   September 2014 - Present
C.H. Robinson World Wide, Inc.   June 2008 - July 2014
MAI Wealth Advisors, LLC   June 2007 - August 2007

Skills
Management, Logistics, Recruiting, Project Management, Sales, Operations Management, 3PL, Transportation..., Transportation, LTL, Strategic Planning, Negotiation, Customer Service, Microsoft Excel, Executive Search, Operating Systems, Process Improvement, Systems Engineering, Temporary Placement, Account Management, Strategy, System Administration, Corporate Tax, Internal Audit, Income Tax, Tax, Tax Accounting, Contract Recruitment, Financial Audits, Technical Recruiting, Leadership, IT Recruitment, Full-life Cycle..., Graduate Recruitment, Accounts Payable &..., ERP Software, SAP ERP, SAP

Education
Miami University   2004 — 2008
B.S. - Farmer School of Business, Supply Chain Management & Marketing

Beachwood   2000 — 2004
Honors Diploma

Brian Hamrick, Esq. Brian Hamrick, Esq. Chicago, Illinois Details
Brian Hamrick, Esq.'s MAI Wealth Advisors, LLC Experience January 2010 - May 2010
Job Chicago, Illinois
Industry Legal Services
Experience
Katten Muchin Rosenman LLP  June 2014 - Present
Mercy  January 2013 - April 2013
Eckert Seamans  2012 - 2012
MAI Wealth Advisors, LLC   January 2010 - May 2010

Education
Saint Louis University   2010 — 2013
Juris Doctorate, Healthcare Law

John Carroll University   2006 — 2010
Bachelor of Science (BS), Philosophy

Doug Hicks CPA, CFP® Doug Hicks CPA, CFP® Akron, Ohio Details
Doug Hicks CPA, CFP®'s MAI Wealth Advisors, LLC Experience November 2012 - September 2013
Job Senior Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management  September 2013 - Present
MAI Wealth Advisors, LLC   November 2012 - September 2013
Merrill Lynch  June 2005 - November 2012
Morgan Stanley Wealth Management  June 2004 - June 2005
KPMG  January 2003 - May 2003

Skills
Strategic Financial..., Investments, Estate Planning, Certified Financial..., Portfolio Management, Notary Public, Mutual Funds, Financial Analysis, Equities, Financial Modeling, Fixed Income, Bonds, Hedge Funds, Asset Managment, Alternative Investments, Valuation, Passed Level 1 of the..., 401k, Investment Strategies, Equity Research, Securities, Financial Statement..., Capital Markets, Derivatives, Risk Management, Financial Reporting, CPA, Business Succession..., Series 7, Series 66, Series 63, Series 65, Insurance License...

Education
The University of Akron
Bachelor of Science (B.S.), Accounting, Cum Laude

The University of Akron
Bachelor of Science (B.S.), Finance, Cum Laude

Scott Svoboda Scott Svoboda Cleveland/Akron, Ohio Area Details
Scott Svoboda's MAI Wealth Advisors, LLC Experience June 2008 - August 2008
Job Senior Account Manager
Industry Information Technology and Services
Experience
The World  January 2014 - June 2014
ONOSYS Online Ordering, a LivingSocial Company   January 2012 - January 2014
The Mark H. McCormack Foundation   July 2008 - January 2012
Golf Galaxy  August 2007 - August 2009
MAI Wealth Advisors, LLC   June 2008 - August 2008

Skills
Social Media, Marketing Strategy, Social Media Marketing, Email Marketing, Account Management, Customer Service, Online Advertising, Marketing, Management, Online Marketing

Education
Mercyhurst University   2003 — 2007
Bachelor's Degree, Business Administration, Sport Management

Brian Dandrea Brian Dandrea Greater Pittsburgh Area Details
Brian Dandrea's MAI Wealth Advisors, LLC Experience May 2008 - August 2008
Job Vice President PNC Bank Business Banking
Industry Financial Services
Experience
PNC Financial Services Group  September 2010 - Present
Federated Investors, Inc  May 2009 - August 2009
John Carroll University  August 2008 - May 2009
MAI Wealth Advisors, LLC   May 2008 - August 2008

Skills
Financial Analysis, Credit, Banking, Networking, Business Analysis, Corporate Finance

Education
John Carroll University   2006 — 2010
BSBA, Finance

Hampton High School   2002 — 2006

William Gan William Gan Greater New York City Area Details
William Gan's MAI Wealth Advisors, LLC Experience June 2013 - August 2013
Job Associate at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group  June 2015 - Present
Cornell Food and Brand Lab  August 2014 - May 2015
Deloitte  June 2014 - August 2014
MAI Wealth Advisors, LLC   June 2013 - August 2013
Pfizer  August 2012 - January 2013
Hyundai Capital Services   June 2012 - August 2012
AIESEC United States  November 2011 - June 2012
Cornell University  October 2010 - October 2011

Skills
Microsoft Office, Adobe Creative Suite, VBA, Access, Bloomberg, Axys, Microsoft Dynamics, Applied Psychology, PowerPoint

Education
Cornell University   2010 — 2015
Bachelor of Science (B.S.), Applied Economics and Management

Ithaca High School   2006 — 2010

Margie Carpenter, CFP®, CDFA™ Margie Carpenter, CFP®, CDFA™ Chagrin Falls, Ohio Details
Margie Carpenter, CFP®, CDFA™'s MAI Wealth Advisors, LLC Experience 2004 - 2008
Job Investment advisor / divorce planner for women.
Industry Investment Management
Experience
Bell Tower Advisors, LLC   March 2010 - Present
Hawthorn, A PNC Company   2008 - March 2010
MAI Wealth Advisors, LLC   2004 - 2008
Chess Financial   2003 - 2004
Morningstar  1999 - 2000
Inside Information   1998 - 1999
Key Bank  1996 - 1998
Spero-Smith Investment Advisors   1992 - 1996
GE Capital  August 1985 - July 1989
AEW Capital Management  June 1981 - June 1982

Skills
Asset Allocation, Investments, Investment Advisory, Portfolio Management, Mutual Funds, Financial Advisory, Wealth Management, ETFs, Estate Planning, Alternative Investments, Research, Asset Management, Investment Strategies, Analysis, IRA's, Financial Planning, Certified Divorce..., Investment Management, Wealth, Finance, Personal Finance, Certified Financial...

Education
Institute for Divorce Financial Analysts   2012 — 2013
CDFA, Certified Divorce Financial Analyst

College for Financial Planning   1996 — 2002
CFP, Financial Planning, Investments

Emory University - Goizueta Business School   1983 — 1985
MBA, Finance, Marketing

Bates College   1975 — 1979
B.A., French

Hathaway Brown   1969 — 1975
HS Diploma, college prep

Ricardo Jenkins Ricardo Jenkins Greater Chicago Area Details
Ricardo Jenkins's MAI Wealth Advisors, LLC Experience 2005 - 2007
Job Senior Vice President at JLL
Industry Financial Services
Experience
JLL  July 2011 - Present
Ernst & Young  2010 - July 2011
Chrysler Group LLC  2009 - 2010
PricewaterhouseCoopers  2007 - 2009
MAI Wealth Advisors, LLC   2005 - 2007
IMG  2002 - 2005

Skills
Financial Analysis, Financial Reporting, Financial Modeling, Due Diligence, Consolidation, Business Process..., Sarbanes-Oxley Act, Financial Services, Mergers & Acquisitions, Internal Controls, Accounting, Valuation, US GAAP, SEC filings, Finance, Corporate Finance

Education
The University of Chicago Booth School of Business   2005 — 2008
MBA, Finance, Economics

Miami University
BSB, Accounting, HR Management

Julia Crisafi Julia Crisafi Cleveland, Ohio Details
Julia Crisafi's MAI Wealth Advisors, LLC Experience May 2010 - July 2011
Job Communications Manager Enrollment Management Marketing
Industry Marketing and Advertising
Experience
Case Western Reserve University  July 2011 - Present
MAI Wealth Advisors, LLC   May 2010 - July 2011
Case Western Reserve University  August 2009 - May 2011
Case Western Reserve University  July 2008 - May 2010

Skills
Leadership, Marketing, Editing, Event Planning, Management, Teamwork, Social Media, Public Speaking, Marketing Communications, Data Analysis, Market Research, Nonprofits, Microsoft Office, Data Entry

Education
Case Western Reserve University   2007 — 2011
Bachelor of Science, Business Management-Marketing

Magnificat High School   2003 — 2007

Alec Root Alec Root Washington D.C. Metro Area Details
Alec Root's MAI Wealth Advisors, LLC Experience June 2014 - August 2014
Job Investment Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates  July 2015 - Present
Bowdoin College  August 2011 - May 2015
MAI Wealth Advisors, LLC   June 2014 - August 2014
BNY Mellon  June 2013 - August 2013
D.B. Root & Company   June 2012 - August 2012

Skills
Data Analysis, Research

Education
Bowdoin College   2011 — 2015
Bachelor of Arts (B.A.), Economics and Government & Legal Studies

The Taft School   2008 — 2011
HS Diploma

Bryan Gregorich Bryan Gregorich Cleveland/Akron, Ohio Area Details
Bryan Gregorich's MAI Wealth Advisors, LLC Experience August 2013 - September 2013
Job Alternative Strategies Operational Associate
Industry Financial Services
Experience
MAI Capital Management, LLC  October 2013 - Present
MAI Wealth Advisors, LLC   August 2013 - September 2013

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Sports, Financial Analysis, Outlook, Sports Management, Finance, Investments, Private Equity, Alternative Investments, Leadership, Time Management, Financial Services

Education
Lake Erie College   2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General

Marietta College   2010 — 2013
Bachelor of Arts (B.A.), Finance

Brad Pries Brad Pries Greater Minneapolis-St. Paul Area Details
Brad Pries's MAI Wealth Advisors, LLC Experience January 2003 - January 2005
Job CEO at Sawtooth Solutions
Industry Financial Services
Experience
Sawtooth Solutions   April 2009 - Present
Redhawk Wealth Advisors, Inc.   February 2008 - April 2009
Mt. Yale   2005 - 2008
MAI Wealth Advisors, LLC   January 2003 - January 2005
Integrated Portfolio Management   January 1992 - January 2004

Skills
Strategy, CRM, Integration, Portfolio Management, Investments, Management, Trading, Financial Advisory, Alternative Investments, Asset Allocation, Investment Advisory, Investment Management, Investment Strategies, Mutual Funds, Wealth Management

Education
University of Minnesota - Carlson School of Management   1989 — 1990
MBA, Finance & Marketing

University of Minnesota - Carlson School of Management   1985 — 1988
BSB, Marketing/Marketing Management, General

Nikolas Furnald Nikolas Furnald Greater New York City Area Details
Nikolas Furnald's MAI Wealth Advisors, LLC Experience June 2011 - August 2011
Job Goldman Sachs, Corporate Treasury Analyst
Industry Financial Services
Experience
Goldman Sachs  July 2012 - Present
MAI Wealth Advisors, LLC   June 2011 - August 2011
Grant Thornton LLP  April 2011 - May 2011
College Pro Painters  April 2010 - August 2010
Whippoorwill Farm   2006 - 2010
Camp Dudley  July 2007 - August 2007

Skills
Economics, Excel, Statistics, Microsoft Office, PowerPoint, Word, Small Business, Finance, Management, Microsoft Excel, Microsoft Word, Public Speaking, Financial Analysis

Education
Colgate University   2008 — 2012
BA, Major: Mathematical Economics; Minor: Mathematical, Cum Laude

Phillips Exeter Academy   2004 — 2008
Graduated with High Honors

Kenneth Ostrowski, J.D. Kenneth Ostrowski, J.D. Harbor Springs, Michigan Details
Kenneth Ostrowski, J.D.'s MAI Wealth Advisors, LLC Experience May 2007 - March 2011
Job Kenneth W. Ostrowski, Attorney at Law
Industry Law Practice
Experience
Kenneth W. Ostrowski   September 2012 - Present
Sales Consultant  April 2011 - August 2012
MAI Wealth Advisors, LLC   May 2007 - March 2011
MayerCap, LLC   May 2005 - March 2007
Verus Investment Management, Inc.   June 2000 - December 2004
Rothschild Asset Management  October 1996 - June 2000
KeyCorp  June 1992 - October 1996

Skills
Hedge Funds, Asset Management, Investments, Corporate Law, Estate Planning

Education
University of Detroit Mercy School of Law
JD, Law

Wayne State University
BA, Psychology

Jamie Dunford Jamie Dunford Cleveland, Ohio Details
Jamie Dunford's MAI Wealth Advisors, LLC Experience June 2011 - August 2011
Job Analyst at Brown Gibbons Lang & Company
Industry Investment Banking
Experience
Brown Gibbons Lang & Company  May 2015 - Present
Candlewood Partners, LLC  August 2014 - May 2015
PNC  February 2013 - August 2014
Northcoast Research  September 2011 - October 2012
MAI Wealth Advisors, LLC   June 2011 - August 2011
Golden Griffin Fund LLC  May 2010 - May 2011
UBS Wealth Management  May 2010 - August 2010

Education
Canisius College   2007 — 2011
BS, Finance, Economics

St. Ignatius High School   2003 — 2007

Lisa Langsner Lisa Langsner New York, New York Details
Lisa Langsner's MAI Wealth Advisors, LLC Experience June 2010 - August 2010
Job Capital Analytics Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  September 2014 - Present
JPMorgan Chase  October 2013 - September 2014
Archer Entertainment Group   September 2013 - December 2013
Invictus Consulting Group, LLC  June 2013 - September 2013
Goldman Sachs  January 2012 - March 2013
MAI Wealth Advisors, LLC   June 2010 - August 2010
Federal Reserve Bank of Cleveland  June 2005 - July 2009

Skills
Financial Analysis, Financial Modeling, Finance, Investments, Corporate Finance

Education
Georgetown University - The McDonough School of Business   2009 — 2011
MBA, Finance

Miami University   2001 — 2005
B.S., Finance

Aiman Hasan Aiman Hasan Cleveland/Akron, Ohio Area Details
Aiman Hasan's MAI Wealth Advisors, LLC Experience August 2013 - April 2014
Job Associate Banker at Quicken Loans
Industry Financial Services
Experience
Quicken Loans  May 2014 - Present
MAI Wealth Advisors, LLC   August 2013 - April 2014
Target  November 2009 - August 2013
The Milestone Center  March 2013 - June 2013
Prestwick Country Club  2007 - 2010

Skills
Retail Sales, Customer Service, Microsoft Excel, PowerPoint, Interpersonal Skill, Analytical/ Numerical, Time Management, Teamwork, Strategic Financial..., Sales

Education
The University of Akron   2009 — 2013
Bachelor of Business Administration (B.B.A.), Financial Planning and Services

Matthew T. Kissell, CPA Matthew T. Kissell, CPA Chagrin Falls, Ohio Details
Matthew T. Kissell, CPA's MAI Wealth Advisors, LLC Experience May 2004 - October 2011
Job Managing Member at Kissell Financial LLC
Industry Accounting
Experience
Kissell Financial LLC   August 2005 - Present
Park Place Technologies  October 2011 - October 2013
MAI Wealth Advisors, LLC   May 2004 - October 2011

Skills
Tax Preparation, Income Tax, Tax, Tax Returns, Corporate Tax, Bookkeeping, Accounting, QuickBooks, Sales Tax, Small Business, Partnership Taxation, Financial Reporting, Financial Planners

Education
Mercyhurst College   1995 — 1999
Bachelor of Arts (BA), Accounting with minor in Finance

James A. Garfield High School   1992 — 1995

Chris Linko Chris Linko San Francisco, California Details
Chris Linko's MAI Wealth Advisors, LLC Experience May 2009 - August 2009
Job Investment Banking Associate at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray  December 2013 - Present
KeyBanc Capital Markets  July 2011 - December 2013
Citigroup  February 2011 - July 2011
State Street, International Fund Services   October 2010 - February 2011
MAI Wealth Advisors, LLC   May 2009 - August 2009

Skills
Portfolio Management, Mergers & Acquisitions, Strategy, Financial Modeling, Equities, Analysis, Equity Research, Bloomberg

Education
Lehigh University   2006 — 2010
BS, Finance, Economics

Ryan Bardach Ryan Bardach Cincinnati, Ohio Details
Ryan Bardach's MAI Wealth Advisors, LLC Experience May 2013 - August 2013
Job Global Partnerships Analyst at Gilt.com
Industry
Experience
Gilt.com  January 2015 - Present
MAI Wealth Advisors, LLC   May 2013 - August 2013
Miami Dolphins & Sun Life Stadium  June 2012 - August 2012
Carson Enterprises   June 2011 - August 2011

Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Matlab, Windows, Event Planning, Morningstar Office

Education
Duke University   2010 — 2014
Bachelor of Science (BS), Economics

Walnut Hills High School   2006 — 2010

Daeun Choi Daeun Choi Cleveland/Akron, Ohio Area Details
Daeun Choi's MAI Wealth Advisors, LLC Experience February 2012 - June 2013
Job SOX Internal Auditor at KeyBank
Industry Accounting
Experience
KeyCorp  January 2015 - Present
KeyCorp  July 2013 - December 2014
MAI Wealth Advisors, LLC   February 2012 - June 2013
MAI Wealth Advisors, LLC   May 2012 - February 2013
SK Broadband   January 2007 - November 2007

Skills
Customer Service, Word, Microsoft Office, Excel, PowerPoint, Windows, Photoshop, Documentation, Microsoft Word, Microsoft Excel, Facebook, Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis

Education
Cleveland State University   2012 — 2013
Bachelor of Business Administration, Accounting 2012

Lorain County Community College   2008 — 2011
Associate of Arts, 3.8

Albie MacDonald, CFP® Albie MacDonald, CFP® Jacksonville, Florida Area Details
Albie MacDonald, CFP®'s MAI Wealth Advisors, LLC Experience May 2009 - Present
Job Managing Director at MAI Capital Management , LLC
Industry Financial Services
Experience
MAI Wealth Advisors, LLC   May 2009 - Present
Fidelity Investments  July 1999 - May 2009

Skills
Wealth, Investment Advisory, Wealth Management, Options, Mutual Funds, Portfolio Management, Asset Management, Asset Allocation, Investments, Financial Planning, High Net Worth...

Education
University of New Hampshire   1994 — 1998
BA, Communications

Exeter

Greg Perram, CFP® Greg Perram, CFP® Cleveland/Akron, Ohio Area Details
Greg Perram, CFP®'s MAI Wealth Advisors, LLC Experience 1998 - 2002
Job Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   2011 - Present
Fifth Third Bank  2009 - 2011
PNC  2003 - 2009
MAI Wealth Advisors, LLC   1998 - 2002
Chess Financial Corporation   July 1994 - May 1997

Education
Weatherhead School of Management at Case Western Reserve University   1997 — 1998
MBA, Finance

Ohio University   1990 — 1994
BBA, Finance

Walsh Jesuit High School   1986 — 1990
Diploma, College Preparatory

Christopher D. Barnes Jr. Christopher D. Barnes Jr. Cleveland, Ohio Details
Christopher D. Barnes Jr.'s MAI Wealth Advisors, LLC Experience 2009 - August 2014
Job Team Sports/Insurance Associate at MAI Capital Management, LLC
Industry Financial Services
Experience
MAI Capital Management, LLC  May 2014 - Present
MAI Wealth Advisors, LLC   2009 - August 2014
Squire Sanders & Dempsey , LLP   August 2006 - May 2009

Education
Denison University   2010 — 2014
Economics

St. Martin de Porres High School   2006 — 2010

Alexander Potoczak Alexander Potoczak Clinton, New York Details
Alexander Potoczak's MAI Wealth Advisors, LLC Experience June 2012 - August 2012
Job Student at Hamilton College
Industry Financial Services
Experience
Hamilton College  August 2009 - Present
MAI Wealth Advisors, LLC   June 2012 - August 2012
North Coast OB/GYN   June 2006 - August 2011
University Hospitals of Cleveland  June 2008 - August 2010

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Microsoft Office

Education
Hamilton College   2009 — 2013
Bachelor of Arts (B.A.), Economics

Lake Ridge Academy   2005 — 2009
Graduate of Lake Ridge Academy Class of 2009 (w/ Honors), National Merit Commended Scholar

Katie Ragle Katie Ragle Cleveland/Akron, Ohio Area Details
Katie Ragle's MAI Wealth Advisors, LLC Experience June 2010 - March 2012
Job Manager of Marketing Communications at Sherwin Williams
Industry Marketing and Advertising
Experience
Sherwin Williams  July 2014 - Present
Sherwin Williams  November 2013 - July 2014
Hileman Group  March 2012 - November 2013
MAI Wealth Advisors, LLC   June 2010 - March 2012
MAI Wealth Advisors, LLC   December 2007 - June 2010
FirstMerit Bank  November 2006 - December 2007

Skills
Marketing Communications, Marketing Management, Email Marketing, Digital Marketing, Content Strategy, Creative Direction, Microsoft Office, Website Management, Web Project Management, Google Analytics, PPC, Interactive Marketing, SEM, SEO, Marketing Strategy, Dreamweaver, Database Management, Creative Development, Adobe Software, Microsoft Technologies, Integrated Marketing, Project Management, Web Content Management, Web Marketing, Content Managment..., Wireframes, Analytics, Marketing, Online Marketing, Web Analytics, Oracle

Education
John Carroll University   2008 — 2011
MBA, Marketing, Business Management

Kent State University   2000 — 2004
B.A., Marketing, Business Administration

Tom Granot Tom Granot Beachwood, Ohio Details
Tom Granot's MAI Wealth Advisors, LLC Experience June 2014 - August 2014
Job Division I student athlete
Industry Financial Services
Experience
Deutsche Bank  June 2015 - Present
Marcus & Millichap  October 2014 - January 2015
MAI Wealth Advisors, LLC   June 2014 - August 2014
Simply Charming  July 2010 - August 2013

Skills
Team Leadership, Soccer, Leadership, Coaching, Teamwork, PowerPoint, Fitness Training, Event Planning, Microsoft Word, Social Networking, Sports, Time Management, Public Speaking, Social Media, Facebook, Microsoft Office, Microsoft Excel, Research

Education
Fordham University   2012 — 2016
Bachelor of Science (BS), Finance, General

Hawken School   2008 — 2012

Christina Tanu Christina Tanu San Francisco Bay Area Details
Christina Tanu's MAI Wealth Advisors, LLC Experience June 2006 - July 2006
Job Tax Accountant
Industry Accounting
Experience
PricewaterhouseCoopers  November 2007 - Present
International Management Advisors Limited   August 2006 - August 2007
MAI Wealth Advisors LLC  June 2006 - July 2006

Skills
Expatriate Tax

Education
Cleveland State University   2005 — 2007
Master, Accounting

Monash University   1998 — 2000
Bachelor, Banking & Finance

John Zaller, CFA John Zaller, CFA Cleveland/Akron, Ohio Area Details
John Zaller, CFA's MAI Wealth Advisors, LLC Experience June 2006 - August 2006
Job CoCIO/Managing Director at MAI Capital Management, LLC
Industry Financial Services
Experience
MAI Capital Management, LLC  June 2007 - Present
MAI Wealth Advisors, LLC   June 2006 - August 2006
Wachovia Securities  May 2005 - August 2005

Education
University of Dayton   2003 — 2007
Bachelor of Science, Finance and Economics

Mike Salopek, CPA Mike Salopek, CPA Cleveland/Akron, Ohio Area Details
Mike Salopek, CPA's MAI Wealth Advisors, LLC Experience September 2006 - December 2009
Job Accountant at Neitzel, Luke, & Associates
Industry Accounting
Experience
Neitzel, Luke, & Associates   August 2012 - Present
MAI Wealth Advisors, LLC   September 2006 - December 2009

Skills
Financial Reporting, Financial Analysis, Tax Preparation, Financial Modeling, Strategic Financial...

Education
John Carroll University   2002 — 2006

Case Western Reserve University

Rich Nash Rich Nash Cleveland/Akron, Ohio Area Details
Rich Nash's MAI Wealth Advisors, LLC Experience May 2005 - January 2012
Job Equity Portfolio Manager at Westfield Group
Industry Financial Services
Experience
Westfield Group  January 2012 - Present
MAI Wealth Advisors LLC  May 2005 - January 2012
Victory Capital Management  January 2000 - January 2004
McDonald Investments  September 1994 - December 1999
Ernst & Young  March 1989 - May 1993

Skills
Microsoft Excel, Portfolio Management, Strategy, Capital Structure, Asset Managment, Performance Attribution, Investments, Asset Allocation, Equity Research, Alternative Investments, Investment Management, Wealth Management, Equities, Financial Modeling, Capital Markets, Mutual Funds, Series 7, Economics, Financial Markets, Equity Valuation, Private Equity, Finance, Investment Advisory, Securities, Investment Strategies, Valuation, Hedge Funds, Financial Analysis, Series 63, Due Diligence, Fixed Income, Asset Management, Financial Advisory, Investment Banking, Bonds

Education
Weatherhead School of Management at Case Western Reserve University   1994 — 1995
MBA, Business/Finance

Boston College   1984 — 1988

st ignatius

Douglas D'Andrea, CPA Douglas D'Andrea, CPA Cleveland/Akron, Ohio Area Details
Douglas D'Andrea, CPA's MAI Wealth Advisors, LLC Experience September 2008 - November 2008
Job Financial Analyst Thompson Hine
Industry Accounting
Experience
Thompson Hine LLP  November 2011 - Present
Novogradac & Company LLP  January 2009 - November 2011
MAI Wealth Advisors, LLC   September 2008 - November 2008
EITC - Cuyahoga County   January 2008 - April 2008

Skills
Financial Accounting, Financial Reporting, Financial Statements, GAAP, Internal Controls, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Tax Preparation, Tax Returns

Education
Cleveland State University   2007 — 2008
B.A. in Accounting

John Ciancibello John Ciancibello Cleveland/Akron, Ohio Area Details
John Ciancibello's MAI Wealth Advisors, LLC Experience 1989 - Present
Job Managing Director at MAI Capital Management, LLC
Industry Financial Services
Experience
MAI Capital Management, LLC  December 1989 - Present
MAI Wealth Advisors, LLC   1989 - Present
MAI Wealth Advisors, LLC   1989 - Present

Education
Weatherhead School of Management at Case Western Reserve University   1998 — 2000
EMBA

John Carroll University   1980 — 1984
BSBA, Accounting

Shirley Titchenell Shirley Titchenell Cleveland/Akron, Ohio Area Details
Shirley Titchenell's MAI Wealth Advisors, LLC Experience October 2010 - Present
Job Chief Compliance Officer at MAI Capital Management, LLC
Industry Investment Management
Experience
MAI Capital Management, LLC  October 2014 - Present
MAI Wealth Advisors, LLC   October 2010 - Present
MAI Wealth Advisors, LLC   May 2008 - October 2010
Shaker Investments  August 2000 - May 2008
Bozell/BSMG   1998 - 2000

Education
Baldwin Wallace University   2005 — 2007
Masters, MBA

Malone University   2002 — 2004
Bachelor, Business Management

Jordan Dorsey Jordan Dorsey Sarasota, Florida Area Details
Jordan Dorsey's MAI Wealth Advisors, LLC Experience April 2006 - November 2008
Job Juice Plus sales rep
Industry Computer Networking
Experience
Dorsey Home   November 2008 - Present
MAI Wealth Advisors, LLC   April 2006 - November 2008
Notre Dame de Namur University  2004 - 2006
John Edwards for President  2002 - 2004

Education
University of Miami - School of Business   1999 — 2002
Computer Information Systems & Marketing

David Costigan David Costigan Greater Boston Area Details
David Costigan's MAI Wealth Advisors, LLC Experience August 2009 - May 2010
Job Executive Managing Director at Boston Private Wealth, LLC
Industry Financial Services
Experience
Boston Private Wealth LLC  October 2014 - Present
Banyan Partners, LLC   May 2010 - Present
MAI Wealth Advisors, LLC   August 2009 - May 2010
The Colony Group  January 2004 - August 2009

Skills
Asset Allocation, Asset Management, Wealth Management, Alternative Investments, Equities, Mutual Funds, Investment Advisory, Investments, Portfolio Management, Fixed Income, Investment Management, Hedge Funds, Equity Research

Education
San Diego State University-California State University   2001 — 2003
Masters, Financial & Tax Planning

Kurt Nye, CFA Kurt Nye, CFA Cleveland/Akron, Ohio Area Details
Kurt Nye, CFA's MAI Wealth Advisors, LLC Experience June 2007 - September 2007
Job Director at MAI Capital Management
Industry Investment Management
Experience
MAI Capital Management   November 2011 - Present
The Townsend Group  August 2010 - October 2011
Capital One  February 2010 - August 2010
Capital One  July 2008 - August 2010
Capital One  May 2009 - January 2010
Capital One  July 2008 - April 2009
MAI Wealth Advisors, LLC   June 2007 - September 2007

Education
The University of Chicago Booth School of Business   2015 — 2017
Master of Business Administration (M.B.A.)

The Ohio State University   2004 — 2008
Bachelor of Science, Economics

Monte Mitchell Monte Mitchell Cleveland/Akron, Ohio Area Details
Monte Mitchell's MAI Wealth Advisors, LLC Experience June 2007 - September 2007
Job Department of Defense Financial Analyst
Industry Government Administration
Experience
Defense Finance and Accounting Service  July 2010 - Present
MAI Wealth Advisors, LLC   June 2007 - September 2007

Skills
Accounting, Financial Analysis, Financial Reporting

Education
The Ohio State University Fisher College of Business   2004 — 2008
Business Administation, Finance

Saint Ignatius High School   2000 — 2004

Walter Henry Walter Henry Cleveland/Akron, Ohio Area Details
Walter Henry's MAI Wealth Advisors, LLC Experience 2008 - Present
Job Managing Director/Portfolio Manager at MAI Wealth Advisors, LLC
Industry Financial Services
Experience
MAI Wealth Advisors, LLC   2008 - Present
Winslow Asset Management   2006 - 2007
Victory Capital Management  1996 - 2005

Education
University of Pittsburgh
MBA, Finance

Washington and Jefferson College
BA, Economics

Mark Castell Mark Castell Cleveland/Akron, Ohio Area Details
Mark Castell's MAI Wealth Advisors, LLC Experience January 1987 - December 2010
Job Partner at HPM Partners
Industry Financial Services
Experience
HPM Partners  January 2011 - Present
MAI Wealth Advisors, LLC   January 1987 - December 2010

Skills
Wealth Management, Investment Advisory, Strategic Financial..., Asset Management, New Business Development, Investments, Alternative Investments, Financial Planning, Private Equity, Portfolio Management

Education
Lake Erie College
Bachelor of Science, Business Administration

Willoughby South High School

Debra (Debbie) Goodell Debra (Debbie) Goodell Medina, Ohio Details
Debra (Debbie) Goodell's MAI Wealth Advisors, LLC Experience January 2008 - October 2010
Job Executive Assistant First Merit Bank
Industry Executive Office
Experience
PNC Bank  September 2011 - Present
MAI Wealth Advisors, LLC   January 2008 - October 2010
NovaStar Mortgage  August 2003 - May 2007
Ohio Savings Bank  October 2000 - August 2003

Skills
Event Planning, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint

Education
Bowling Green State University   1992 — 1996
BS, Athletic Training

Jacqueline Spirko Jacqueline Spirko Cleveland/Akron, Ohio Area Details
Jacqueline Spirko's MAI Wealth Advisors, LLC Experience October 2010 - Present
Job Fund Accountant at MAI Wealth Advisors, LLC
Industry Financial Services
Experience
MAI Wealth Advisors, LLC   October 2010 - Present
MAI Wealth Advisors, LLC   August 2008 - October 2010
MAI Wealth Advisors, LLC   August 2005 - August 2008

Education
Cleveland State University   1999 — 2001
Master's of Science, Communication

University of Toledo   1991 — 1995
Bachelor's of Arts, Communication