McDonald & Company Securities
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McDonald & Company Securities Employees
Employee
Years
Job
Industry
Jill A. Holup, CFA Jill A. Holup, CFA's McDonald & Company Securities Experience January 1996 - January 1997
Job CoFounder/Director/Portfolio Manager at Callegro Investments, LLC
Industry Real Estate
Experience
Callegro Investments, LLC April 2012 - Present
Sandhill Crane Partners, LLC (A Callegro Investments Fund) April 2014 - Present
CFA Society of Austin August 2011 - Present
Investors Diversified Realty 2008 - Present
Jill Holup Consulting, Ltd. August 2004 - Present
Lowenberg Wealth Management Group August 2009 - January 2012
RMH Group, LLC April 2008 - July 2009
Kensington Investment Group January 2005 - January 2008
John McStay Investment Counsel January 1997 - May 2003
McDonald & Company Securities January 1996 - January 1997
Skills
Investments, Portfolio Management, Equities, Valuation, Asset Management, Investment Management, Alternative Investments, Mutual Funds, Financial Modeling, Real Estate, Hedge Funds, Investment Strategies, Capital Markets, Asset Allocation, Wealth Management, Financial Services, Equity Research, Institutional, Distressed Property, Master Planned..., Golf Course Communities, Real Estate Development, Homebuilding
Education
University of California, Berkeley - Walter A. Haas School of Business 1993 — 1995
MBA
The University of Texas at El Paso 1982 — 1985
BBA, Finance
Callegro Investments, LLC April 2012 - Present
Sandhill Crane Partners, LLC (A Callegro Investments Fund) April 2014 - Present
CFA Society of Austin August 2011 - Present
Investors Diversified Realty 2008 - Present
Jill Holup Consulting, Ltd. August 2004 - Present
Lowenberg Wealth Management Group August 2009 - January 2012
RMH Group, LLC April 2008 - July 2009
Kensington Investment Group January 2005 - January 2008
John McStay Investment Counsel January 1997 - May 2003
McDonald & Company Securities January 1996 - January 1997
Skills
Investments, Portfolio Management, Equities, Valuation, Asset Management, Investment Management, Alternative Investments, Mutual Funds, Financial Modeling, Real Estate, Hedge Funds, Investment Strategies, Capital Markets, Asset Allocation, Wealth Management, Financial Services, Equity Research, Institutional, Distressed Property, Master Planned..., Golf Course Communities, Real Estate Development, Homebuilding
Education
University of California, Berkeley - Walter A. Haas School of Business 1993 — 1995
MBA
The University of Texas at El Paso 1982 — 1985
BBA, Finance
Jeremy Snyder Jeremy Snyder's McDonald & Company Securities Experience January 1996 - May 1997
Job IT Manager, Manager of Web Technologies at CODONICS
Industry Medical Devices
Experience
CODONICS March 2007 - Present
CODONICS March 2004 - Present
CODONICS March 2003 - March 2004
CODONICS March 1998 - March 2003
American Greetings Corporation June 1997 - March 1998
McDonald & Company Securities January 1996 - May 1997
Skills
Linux, Windows, PHP, MySQL, JavaScript, Eclipse, CSS, Solaris, Operating Systems, HTML, Windows Server, Servers
Education
University of Akron 1993 — 1997
BS, Computer Science-Business Option
Antwerp High School 1989 — 1993
CODONICS March 2007 - Present
CODONICS March 2004 - Present
CODONICS March 2003 - March 2004
CODONICS March 1998 - March 2003
American Greetings Corporation June 1997 - March 1998
McDonald & Company Securities January 1996 - May 1997
Skills
Linux, Windows, PHP, MySQL, JavaScript, Eclipse, CSS, Solaris, Operating Systems, HTML, Windows Server, Servers
Education
University of Akron 1993 — 1997
BS, Computer Science-Business Option
Antwerp High School 1989 — 1993
Debbie Kober Debbie Kober's McDonald & Company Securities Experience October 1994 - June 1997
Job Complex Control Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2013 - Present
Wells Fargo Advisors March 2011 - February 2013
Wells Fargo Advisors October 2009 - March 2011
Wells Fargo Advisors September 1997 - October 2009
Old Kent Brokerage June 1997 - September 1997
McDonald & Company Securities October 1994 - June 1997
Education
Texas A&M University
Bachelor of Science (BS)
Wells Fargo Advisors February 2013 - Present
Wells Fargo Advisors March 2011 - February 2013
Wells Fargo Advisors October 2009 - March 2011
Wells Fargo Advisors September 1997 - October 2009
Old Kent Brokerage June 1997 - September 1997
McDonald & Company Securities October 1994 - June 1997
Education
Texas A&M University
Bachelor of Science (BS)
John F. Johnson John F. Johnson's McDonald & Company Securities Experience May 1981 - May 1995
Job Senior Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2003 - Present
Johnson Financial Group of LPL Financial May 1995 - May 2003
McDonald & Company Securities May 1981 - May 1995
Education
The Ohio State University 1972 — 1976
Bachelor of Arts (B.A.), Economics
Wells Fargo Advisors May 2003 - Present
Johnson Financial Group of LPL Financial May 1995 - May 2003
McDonald & Company Securities May 1981 - May 1995
Education
The Ohio State University 1972 — 1976
Bachelor of Arts (B.A.), Economics
Hope McGuan Hope McGuan's McDonald & Company Securities Experience July 1996 - February 1997
Job Controller at Beck Center for the Arts
Industry Nonprofit Organization Management
Experience
Beck Center for the Arts April 2013 - Present
Cleveland Restoration Society February 2007 - April 2013
Cleveland Restoration Society February 1997 - July 1999
McDonald & Company Securities July 1996 - February 1997
McDonald & Company Securities March 1994 - February 1997
Dean Witter Discover January 1992 - March 1994
Skills
Budgets, Management, Accounts Payable, Payroll, Nonprofits, Accounts Receivable, Cash Flow, Analysis, Accounting, Customer Service, Financial Reporting, Finance, QuickBooks, Financial Statements, Microsoft Excel, Fixed Assets, Journal Entries, Mas 90
Education
Cleveland State University
Master of Business Administration (MBA)
Cleveland State University
Bachelor of Business Administration (B.B.A.), Finance, General
Beck Center for the Arts April 2013 - Present
Cleveland Restoration Society February 2007 - April 2013
Cleveland Restoration Society February 1997 - July 1999
McDonald & Company Securities July 1996 - February 1997
McDonald & Company Securities March 1994 - February 1997
Dean Witter Discover January 1992 - March 1994
Skills
Budgets, Management, Accounts Payable, Payroll, Nonprofits, Accounts Receivable, Cash Flow, Analysis, Accounting, Customer Service, Financial Reporting, Finance, QuickBooks, Financial Statements, Microsoft Excel, Fixed Assets, Journal Entries, Mas 90
Education
Cleveland State University
Master of Business Administration (MBA)
Cleveland State University
Bachelor of Business Administration (B.B.A.), Finance, General
Rick Taylor, SPHR Rick Taylor, SPHR's McDonald & Company Securities Experience January 1988 - August 1992
Job Owner/President, Ratliff & Taylor, Inc. Partner, Cornerstone International Group. Vice President, Elyria Country Club
Industry Staffing and Recruiting
Experience
Ratliff & Taylor June 1993 - Present
Key Bank 1992 - 1994
McDonald & Company Securities January 1988 - August 1992
BP 1981 - 1988
Ernst & Young 1978 - 1981
Skills
Executive Search, Small Business, Talent Acquisition, Technical Recruiting, Succession Planning, Sourcing, Career Transition..., Executive Coaching, Talent Management, Recruiting, Leadership, Executive Management, Human Resources, Employee Relations, Career Management, Outplacement, Contract Recruitment, Personnel Management, Organizational..., Coaching, Onboarding, Deferred Compensation, Change Management, Employee Benefits, Interviews, Networking, Team Building, Applicant Tracking..., Leadership Development, Strategy, Career Counseling, Search, Workforce Planning, College Recruiting, Internet Recruiting, Career Development, Staffing Services, HR Consulting, Temporary Staffing, Temporary Placement, Employee Engagement, Consulting, Resume Writing, Training, Permanent Placement, HRIS, Employee Training, Screening Resumes, Organizational..., Performance Management
Education
Capital University 1966 — 1970
B.S. in Business Administration, Business Administration and Management, General
Ratliff & Taylor June 1993 - Present
Key Bank 1992 - 1994
McDonald & Company Securities January 1988 - August 1992
BP 1981 - 1988
Ernst & Young 1978 - 1981
Skills
Executive Search, Small Business, Talent Acquisition, Technical Recruiting, Succession Planning, Sourcing, Career Transition..., Executive Coaching, Talent Management, Recruiting, Leadership, Executive Management, Human Resources, Employee Relations, Career Management, Outplacement, Contract Recruitment, Personnel Management, Organizational..., Coaching, Onboarding, Deferred Compensation, Change Management, Employee Benefits, Interviews, Networking, Team Building, Applicant Tracking..., Leadership Development, Strategy, Career Counseling, Search, Workforce Planning, College Recruiting, Internet Recruiting, Career Development, Staffing Services, HR Consulting, Temporary Staffing, Temporary Placement, Employee Engagement, Consulting, Resume Writing, Training, Permanent Placement, HRIS, Employee Training, Screening Resumes, Organizational..., Performance Management
Education
Capital University 1966 — 1970
B.S. in Business Administration, Business Administration and Management, General
Bill Plagens Bill Plagens's McDonald & Company Securities Experience October 1987 - November 1989
Job KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets July 1994 - Present
National City Bank January 1990 - June 1994
McDonald & Company Securities October 1987 - November 1989
Skills
Series 7, Fixed Income, Bonds, Bloomberg, Capital Markets, Investment Banking, Options, Securities, Trading, Investments, Equities, High Yield, Series 63, Portfolio Management, CDS, Alternative Investments
Education
The Ohio State University 1979 — 1983
KeyBanc Capital Markets July 1994 - Present
National City Bank January 1990 - June 1994
McDonald & Company Securities October 1987 - November 1989
Skills
Series 7, Fixed Income, Bonds, Bloomberg, Capital Markets, Investment Banking, Options, Securities, Trading, Investments, Equities, High Yield, Series 63, Portfolio Management, CDS, Alternative Investments
Education
The Ohio State University 1979 — 1983
Melissa Hepinstall Melissa Hepinstall's McDonald & Company Securities Experience June 1998 - September 2000
Job CDA at NCRESA
Industry Education Management
Experience
NCRESA November 2013 - Present
ChoiceOne Bank October 2010 - March 2013
Luv N Hugs Daycare September 2000 - October 2010
McDonald & Company Securities June 1998 - September 2000
Herb Dulaney D.D.S., M.S. April 1996 - June 1998
Skills
Customer Service, Teller Operations, Appointment Scheduling, Receptionist Duties, Interviews, Long-term Customer..., Organization Of Events, Filing, Outstanding..., Accounting, Client Correspondence, prepare contracts, developed pre school..., taught nationally..., Cash Handling Experience, Creative Problem Solving, Teamwork, Budgets
Education
Oakland Community College 1988 — 1990
Business Administration
Berkley High School 1984 — 1988
Diploma, 9-12
NCRESA November 2013 - Present
ChoiceOne Bank October 2010 - March 2013
Luv N Hugs Daycare September 2000 - October 2010
McDonald & Company Securities June 1998 - September 2000
Herb Dulaney D.D.S., M.S. April 1996 - June 1998
Skills
Customer Service, Teller Operations, Appointment Scheduling, Receptionist Duties, Interviews, Long-term Customer..., Organization Of Events, Filing, Outstanding..., Accounting, Client Correspondence, prepare contracts, developed pre school..., taught nationally..., Cash Handling Experience, Creative Problem Solving, Teamwork, Budgets
Education
Oakland Community College 1988 — 1990
Business Administration
Berkley High School 1984 — 1988
Diploma, 9-12
Matthew Dennis, CFA Matthew Dennis, CFA's McDonald & Company Securities Experience 1994 - 1997
Job Senior Investor Relations Professional
Industry Public Relations and Communications
Experience
Clear Perspective Group October 2003 - Present
SM Berger & Co. 1997 - 2003
McDonald & Company Securities 1994 - 1997
Kidder Peabody & Company 1990 - 1994
Skills
Corporate Communications, Strategic Planning, Media Relations, Public Relations, Investor Relations, Crisis Communications, Mergers, Portfolio Management, Equities, Business Strategy, Marketing Communications, Press Releases, Message Development, Strategic Partnerships, Finance, Strategy, Private Equity, Investments, Capital Markets, Securities, Fixed Income, Financial Analysis, Financial Modeling, Management
Education
Case Western Reserve University - Weatherhead School of Management 1988 — 1990
Master of Business Administration (M.B.A.), Finance
University of Southern California 1984 — 1988
Bachelor's Degree, Psychology
The Ohio State University
Associate's Degree, Agronomy
Clear Perspective Group October 2003 - Present
SM Berger & Co. 1997 - 2003
McDonald & Company Securities 1994 - 1997
Kidder Peabody & Company 1990 - 1994
Skills
Corporate Communications, Strategic Planning, Media Relations, Public Relations, Investor Relations, Crisis Communications, Mergers, Portfolio Management, Equities, Business Strategy, Marketing Communications, Press Releases, Message Development, Strategic Partnerships, Finance, Strategy, Private Equity, Investments, Capital Markets, Securities, Fixed Income, Financial Analysis, Financial Modeling, Management
Education
Case Western Reserve University - Weatherhead School of Management 1988 — 1990
Master of Business Administration (M.B.A.), Finance
University of Southern California 1984 — 1988
Bachelor's Degree, Psychology
The Ohio State University
Associate's Degree, Agronomy
Brian W. Kurtz Brian W. Kurtz's McDonald & Company Securities Experience September 1996 - July 2001
Job Director Branch Manager at Robert W. Baird & Co. ClevelandColumbusDayton
Industry Financial Services
Experience
Robert W. Baird & Co. July 2001 - Present
McDonald & Company Securities September 1996 - July 2001
Dean Witter Reynolds January 1994 - September 1996
Merrill Lynch November 1990 - January 1994
Skills
Finance, Alternative Investments, Wealth Management, Financial Advisory, Retirement Planning, Investments, Mutual Funds, Asset Allocation, FINRA, Contract Negotiation, Investment Advisory, Securities, Series 63, Sales Management, Financial Services, Account Management, Strategic Planning, Series 7, Asset Management, Portfolio Management, New Business Development, Negotiation, Equities, Strategic Financial..., Uniform Combined State..., Wealth Management..., Investment Management, Investment Banking, Financial Analysis
Education
John Carroll University 1989 — 1993
BSBA, Finance
John Carroll University 1989 — 1993
Finance, General
Robert W. Baird & Co. July 2001 - Present
McDonald & Company Securities September 1996 - July 2001
Dean Witter Reynolds January 1994 - September 1996
Merrill Lynch November 1990 - January 1994
Skills
Finance, Alternative Investments, Wealth Management, Financial Advisory, Retirement Planning, Investments, Mutual Funds, Asset Allocation, FINRA, Contract Negotiation, Investment Advisory, Securities, Series 63, Sales Management, Financial Services, Account Management, Strategic Planning, Series 7, Asset Management, Portfolio Management, New Business Development, Negotiation, Equities, Strategic Financial..., Uniform Combined State..., Wealth Management..., Investment Management, Investment Banking, Financial Analysis
Education
John Carroll University 1989 — 1993
BSBA, Finance
John Carroll University 1989 — 1993
Finance, General
Jess Brewton-Turnbough Jess Brewton-Turnbough's McDonald & Company Securities Experience 1994 - 1999
Job
Industry Hospital & Health Care
Experience
TeamHealth 2015 - Present
TeamHealth 2011 - 2015
TeamHealth 2009 - 2011
TeamHealth 2005 - 2009
TeamHealth 2004 - 2005
Realty Trust Group, LLC 2003 - 2004
New Horizons Computer Learning Center 2002 - 2003
Enterprise Rent-A-Car May 2001 - June 2002
Personal Computer Tutor 2000 - 2002
McDonald & Company Securities 1994 - 1999
Skills
Leadership, Healthcare, Healthcare Management, Training, Process Improvement, Project Management, Healthcare Information..., Recruiting, Coaching, Strategy, Analysis, Team Building, Business Ethics, Business Development, Public Speaking, EHR, Managed Care, Agile Methodologies, Software Documentation, EMR, Physician Relations, Marketing
Education
Point Loma Nazarene University
BA
TeamHealth 2015 - Present
TeamHealth 2011 - 2015
TeamHealth 2009 - 2011
TeamHealth 2005 - 2009
TeamHealth 2004 - 2005
Realty Trust Group, LLC 2003 - 2004
New Horizons Computer Learning Center 2002 - 2003
Enterprise Rent-A-Car May 2001 - June 2002
Personal Computer Tutor 2000 - 2002
McDonald & Company Securities 1994 - 1999
Skills
Leadership, Healthcare, Healthcare Management, Training, Process Improvement, Project Management, Healthcare Information..., Recruiting, Coaching, Strategy, Analysis, Team Building, Business Ethics, Business Development, Public Speaking, EHR, Managed Care, Agile Methodologies, Software Documentation, EMR, Physician Relations, Marketing
Education
Point Loma Nazarene University
BA
Stuart Tolander's McDonald & Company Securities Experience 1993 - 1997
Job Consultant
Industry Financial Services
Experience
News Quantified May 2014 - Present
S&P Capital IQ October 2011 - May 2014
Quantitative Services Group June 2005 - May 2011
Harborside Securities 2002 - 2005
OptiMark Technologies 1998 - 2001
Cantor Fitzgerald 1997 - 1998
McDonald & Company Securities 1993 - 1997
Principal Financial Group 1987 - 1993
Skills
Institutional Sales, Hedge Funds, Financial Modeling, Financial Markets, Capital Markets, Equities, Trading, Alternative Investments, Fixed Income, Equity Research, Bloomberg, Series 7, Electronic Trading, Trading Systems, Derivatives, Equity Trading, Options, Market Data, Securities, Investments, ETFs
Education
Drake University 1982 — 1986
BA, Economics, Political Science
News Quantified May 2014 - Present
S&P Capital IQ October 2011 - May 2014
Quantitative Services Group June 2005 - May 2011
Harborside Securities 2002 - 2005
OptiMark Technologies 1998 - 2001
Cantor Fitzgerald 1997 - 1998
McDonald & Company Securities 1993 - 1997
Principal Financial Group 1987 - 1993
Skills
Institutional Sales, Hedge Funds, Financial Modeling, Financial Markets, Capital Markets, Equities, Trading, Alternative Investments, Fixed Income, Equity Research, Bloomberg, Series 7, Electronic Trading, Trading Systems, Derivatives, Equity Trading, Options, Market Data, Securities, Investments, ETFs
Education
Drake University 1982 — 1986
BA, Economics, Political Science
Keith Fowler Keith Fowler's McDonald & Company Securities Experience 1987 - 1992
Job Executive Director, US Institutional Equity Sales at Nomura Securities
Industry Financial Services
Experience
Nomura Securities June 2013 - Present
Susquehanna International Group June 2011 - May 2013
Deutsche Bank Securities October 2008 - April 2011
Bear Stearns 1994 - 2008
Kemper Securities, Inc 1992 - 1994
McDonald & Company Securities 1987 - 1992
Skills
Equities, Hedge Funds, Capital Markets, Valuation, Series 7, Portfolio Management
Education
Loyola University of Chicago 1991 — 1994
Master of Business Administration (MBA)
The University of Texas at Austin 1982 — 1986
BBA, Finance
Tom Clark High School - San Antonio, Texas 1979 — 1982
Nomura Securities June 2013 - Present
Susquehanna International Group June 2011 - May 2013
Deutsche Bank Securities October 2008 - April 2011
Bear Stearns 1994 - 2008
Kemper Securities, Inc 1992 - 1994
McDonald & Company Securities 1987 - 1992
Skills
Equities, Hedge Funds, Capital Markets, Valuation, Series 7, Portfolio Management
Education
Loyola University of Chicago 1991 — 1994
Master of Business Administration (MBA)
The University of Texas at Austin 1982 — 1986
BBA, Finance
Tom Clark High School - San Antonio, Texas 1979 — 1982
Lynne M Lawrence's McDonald & Company Securities Experience January 1997 - January 1998
Job Portfolio Manager, Fixed Income at Key Private Bank
Industry Investment Management
Experience
KeyBank January 1999 - Present
Victory Capital Management January 1998 - January 1999
McDonald & Company Securities January 1997 - January 1998
National City Bank January 1995 - January 1997
BP America/Standard Oil Company January 1991 - January 1995
BP America/Standard Oil Company January 1984 - January 1991
Skills
Fixed Income, Investments, Equities, Banking, Securities, Mutual Funds, Bonds, Management, Options, Trading, Training, Accounting, Sales, Customer Service, Insurance, Foreign Exchange, Currency, Settlement, Operations Management
Education
Baldwin-Wallace College
Bachelor of Arts (B.A.)
Case Western Reserve University - Weatherhead School of Management
Masters of Businesses Administration, Finance, General
KeyBank January 1999 - Present
Victory Capital Management January 1998 - January 1999
McDonald & Company Securities January 1997 - January 1998
National City Bank January 1995 - January 1997
BP America/Standard Oil Company January 1991 - January 1995
BP America/Standard Oil Company January 1984 - January 1991
Skills
Fixed Income, Investments, Equities, Banking, Securities, Mutual Funds, Bonds, Management, Options, Trading, Training, Accounting, Sales, Customer Service, Insurance, Foreign Exchange, Currency, Settlement, Operations Management
Education
Baldwin-Wallace College
Bachelor of Arts (B.A.)
Case Western Reserve University - Weatherhead School of Management
Masters of Businesses Administration, Finance, General
Doug Conner's McDonald & Company Securities Experience January 1990 - June 1996
Job Managing Director at Periculum Capital
Industry Investment Banking
Experience
Periculum Capital Company, LLC November 2011 - Present
BrightPath Capital May 2006 - October 2011
Cardinal Ventures, LLC July 1996 - May 2005
McDonald & Company Securities January 1990 - June 1996
Bain & Company September 1984 - September 1986
Skills
Financial Modeling, Private Equity, Financial Analysis, Valuation, Mergers, Entrepreneurship, Corporate Finance, Due Diligence, Finance, Investment Banking, Corporate Development, Venture Capital, Joint Ventures, Mergers & Acquisitions, M&A experience, Strategic Financial..., Leveraged Finance, LBO, Business Valuation, Financial Advisory, Management Consulting, Private Placements, Divestitures, Investments, Alternative Investments, Capital, Financial Structuring, Growth Capital, Mezzanine, Deal Sourcing, Capital Raising, Buyouts, Acquisitions, Debt Restructuring, Angel Investing, Deal Execution, IPO, Capital Structure, Middle Market, Acquisition Integration, Recapitalizations, Structured Finance, Venture Financing, Exit Strategies, Turn Around Management, Emerging Markets, Capital Markets, Start-up Ventures, Restructuring, Investor Relations
Education
Harvard Business School 1982 — 1984
MBA
DePauw University 1975 — 1979
BA, Economics; Mathematics
Periculum Capital Company, LLC November 2011 - Present
BrightPath Capital May 2006 - October 2011
Cardinal Ventures, LLC July 1996 - May 2005
McDonald & Company Securities January 1990 - June 1996
Bain & Company September 1984 - September 1986
Skills
Financial Modeling, Private Equity, Financial Analysis, Valuation, Mergers, Entrepreneurship, Corporate Finance, Due Diligence, Finance, Investment Banking, Corporate Development, Venture Capital, Joint Ventures, Mergers & Acquisitions, M&A experience, Strategic Financial..., Leveraged Finance, LBO, Business Valuation, Financial Advisory, Management Consulting, Private Placements, Divestitures, Investments, Alternative Investments, Capital, Financial Structuring, Growth Capital, Mezzanine, Deal Sourcing, Capital Raising, Buyouts, Acquisitions, Debt Restructuring, Angel Investing, Deal Execution, IPO, Capital Structure, Middle Market, Acquisition Integration, Recapitalizations, Structured Finance, Venture Financing, Exit Strategies, Turn Around Management, Emerging Markets, Capital Markets, Start-up Ventures, Restructuring, Investor Relations
Education
Harvard Business School 1982 — 1984
MBA
DePauw University 1975 — 1979
BA, Economics; Mathematics
Dennis Follmer's McDonald & Company Securities Experience 1992 - 1995
Job Managing Director, Portfolio Management
Industry Investment Management
Experience
Broadmeadow Capital September 2015 - Present
F-Squared Investments June 2012 - September 2015
BSE Management, LLC (Oceanwood Capital Private Equity Affiliate) 2009 - 2010
Oceanwood Capital Management 2006 - 2010
Tudor Investment Corporation 2004 - 2006
The NorthBridge Group 1999 - 2004
Barclays Capital 1997 - 1999
McDonald & Company Securities 1992 - 1995
Skills
Hedge Funds, Equities, Portfolio Management, Asset Management, Investments, Special Situations, Event Driven
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Financial Engineering
Miami University 1988 — 1992
B.S., Finance
Broadmeadow Capital September 2015 - Present
F-Squared Investments June 2012 - September 2015
BSE Management, LLC (Oceanwood Capital Private Equity Affiliate) 2009 - 2010
Oceanwood Capital Management 2006 - 2010
Tudor Investment Corporation 2004 - 2006
The NorthBridge Group 1999 - 2004
Barclays Capital 1997 - 1999
McDonald & Company Securities 1992 - 1995
Skills
Hedge Funds, Equities, Portfolio Management, Asset Management, Investments, Special Situations, Event Driven
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Financial Engineering
Miami University 1988 — 1992
B.S., Finance
Deb Dahn's McDonald & Company Securities Experience 1982 - 2000
Job Director, Trading Risk and Surveillance at TradeKing
Industry Financial Services
Experience
TradeKing 2006 - Present
Susquehanna International Group September 2000 - July 2004
McDonald & Company Securities 1982 - 2000
Skills
ETFs, Investments, Fixed Income, Electronic Trading, Series 7, Options, series 4, Customer Service, Series 6, Series 63, series 53, Series 24, Trading, Close Attention to...
Education
Ohio Wesleyan University
BA, Spanish
Wells College
Spanish
TradeKing 2006 - Present
Susquehanna International Group September 2000 - July 2004
McDonald & Company Securities 1982 - 2000
Skills
ETFs, Investments, Fixed Income, Electronic Trading, Series 7, Options, series 4, Customer Service, Series 6, Series 63, series 53, Series 24, Trading, Close Attention to...
Education
Ohio Wesleyan University
BA, Spanish
Wells College
Spanish
Michelle Rafeld's McDonald & Company Securities Experience January 1987 - January 1988
Job Assistant Director of Fraud, Enforcement & Licensing at Ohio Department of Insurance
Industry Government Relations
Experience
Ohio Department of Insurance December 2007 - Present
Ohio Department of Insurance March 2006 - December 2007
Ohio Department of Insurance July 2005 - March 2006
Ohio Bureau of Workers’ Compensation January 2000 - July 2005
Ohio Bureau of Workers’ Compensation January 1995 - January 2000
Ohio Bureau of Workers January 1992 - January 1995
Ohio Bureau of Workers’ Compensation January 1991 - January 1992
Mass Mutual Life Insurance January 1990 - January 1991
McDonald & Company Securities January 1987 - January 1988
Skills
Policy, Civil Litigation, Government, Insurance, Legal Writing, Training, Fraud, Public Policy, Program Management, Public Relations, Criminal Law, Budgets, Investigation, Courts, Legislative Relations, Legislation, Enforcement, Claim, Evidence, Criminal Investigations, Legal Research, Policy Analysis, State Government, Insurance Law, Mediation, Law Enforcement
Education
National Association Of Insurance Commissioners (NAIC) 2013 — 2014
Professional In Insurance Regulation (PIR)
National Association Of Insurance Commissioners (NAIC) 2012 — 2013
Associate Professional In Insurance Regulation (APIR)
University of Dayton 1986 — 1990
B.S. Business Administration, Finance
Ohio Department of Insurance December 2007 - Present
Ohio Department of Insurance March 2006 - December 2007
Ohio Department of Insurance July 2005 - March 2006
Ohio Bureau of Workers’ Compensation January 2000 - July 2005
Ohio Bureau of Workers’ Compensation January 1995 - January 2000
Ohio Bureau of Workers January 1992 - January 1995
Ohio Bureau of Workers’ Compensation January 1991 - January 1992
Mass Mutual Life Insurance January 1990 - January 1991
McDonald & Company Securities January 1987 - January 1988
Skills
Policy, Civil Litigation, Government, Insurance, Legal Writing, Training, Fraud, Public Policy, Program Management, Public Relations, Criminal Law, Budgets, Investigation, Courts, Legislative Relations, Legislation, Enforcement, Claim, Evidence, Criminal Investigations, Legal Research, Policy Analysis, State Government, Insurance Law, Mediation, Law Enforcement
Education
National Association Of Insurance Commissioners (NAIC) 2013 — 2014
Professional In Insurance Regulation (PIR)
National Association Of Insurance Commissioners (NAIC) 2012 — 2013
Associate Professional In Insurance Regulation (APIR)
University of Dayton 1986 — 1990
B.S. Business Administration, Finance
James Toth's McDonald & Company Securities Experience January 1968 - November 1998
Job CFO at Northeast Ohio Payee Solutions, LLC
Industry Sports
Experience
Northeast Ohio Payee Solutions, LLC February 2010 - Present
Cleveland Inferno Soccer Club (formerly Erie Futbol Club) March 2001 - Present
FTN Equity Capital Markets 2006 - 2010
McDonald & Co/Keycorp November 1998 - May 2005
McDonald & Company Securities January 1968 - November 1998
Skills
Equity Research, Series 7, 63, 55, 24, 8, Equities, Investments, Securities, Financial Modeling, Financial Analysis, Valuation, Mutual Funds, Asset Management, Finance, Investment Banking, Due Diligence, Series 7, Portfolio Management, Bloomberg, Capital Markets, Hedge Funds
Education
Baldwin-Wallace College 1971 — 1979
Bachelor's, Finance/Accounting
John Marshal HS 1963 — 1967
Northeast Ohio Payee Solutions, LLC February 2010 - Present
Cleveland Inferno Soccer Club (formerly Erie Futbol Club) March 2001 - Present
FTN Equity Capital Markets 2006 - 2010
McDonald & Co/Keycorp November 1998 - May 2005
McDonald & Company Securities January 1968 - November 1998
Skills
Equity Research, Series 7, 63, 55, 24, 8, Equities, Investments, Securities, Financial Modeling, Financial Analysis, Valuation, Mutual Funds, Asset Management, Finance, Investment Banking, Due Diligence, Series 7, Portfolio Management, Bloomberg, Capital Markets, Hedge Funds
Education
Baldwin-Wallace College 1971 — 1979
Bachelor's, Finance/Accounting
John Marshal HS 1963 — 1967