McDonald Financial Group
Description
Address: 1861 S Trenton Dr, Trenton, MI 48183 Hours: Closed ⋅ Opens 9AM Thu Wednesday9AM–4PMThursday9AM–4PMFriday9AM–4PMSaturdayClosedSundayClosedMonday9AM–4PMTuesday9AM–4PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (734) 556-4054 Appointments: mcfingroup.com: : : : : Website: : Place name: Category: Website: http://mcfingroup.com/ Category: Tax consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
McDonald Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at McDonald Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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McDonald Financial Group Employees
Employee
Years
Job
Industry
Jon McLeod Jon McLeod's McDonald Financial Group Experience October 2004 - January 2006
Job Business Development at Naples Daily News
Industry Marketing and Advertising
Experience
Naples Daily News October 2010 - Present
MINI of Fort Myers July 2010 - November 2010
Bonita Media Enterprises January 2006 - April 2010
McDonald Financial Group October 2004 - January 2006
Morgan Stanley Investment Management July 2001 - October 2004
RE/MAX 1992 - 2001
Skills
Marketing Strategy, Banking, Time Management, Online Advertising, Social Media, Google Adwords
Education
Gordon College 1986 — 1987
N/A, Liberal Arts
Gordon College 1986 — 1987
Naples Daily News October 2010 - Present
MINI of Fort Myers July 2010 - November 2010
Bonita Media Enterprises January 2006 - April 2010
McDonald Financial Group October 2004 - January 2006
Morgan Stanley Investment Management July 2001 - October 2004
RE/MAX 1992 - 2001
Skills
Marketing Strategy, Banking, Time Management, Online Advertising, Social Media, Google Adwords
Education
Gordon College 1986 — 1987
N/A, Liberal Arts
Gordon College 1986 — 1987
Scott Ashburn Scott Ashburn's McDonald Financial Group Experience January 2003 - November 2005
Job Director at UBS Wealth Management Americas
Industry Financial Services
Experience
UBS Financial Services February 2007 - Present
McDonald Investments November 2005 - February 2007
McDonald Financial Group January 2003 - November 2005
KeyCorp April 2000 - January 2003
Gradison Financial Services 1991 - 1993
Skills
Process Improvement, Recruiting, Strategic Financial..., Strategy, Wealth Management, Management, Strategic Planning, Leadership, Project Management, Banking, Finance, Sales, Marketing, Investments, Mutual Funds, Public Speaking, Sales Management, Customer Satisfaction, Valuation, Series 7, Portfolio Management, Capital Markets, Employee Training, Consulting, Securities, Equities, Networking, Asset Allocation, Financial Advisory, Business Development
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Securities Industry Institute
University of Cincinnati 1981 — 1985
Marketing
The Ohio State University 1977 — 1981
Industrial Design
UBS Financial Services February 2007 - Present
McDonald Investments November 2005 - February 2007
McDonald Financial Group January 2003 - November 2005
KeyCorp April 2000 - January 2003
Gradison Financial Services 1991 - 1993
Skills
Process Improvement, Recruiting, Strategic Financial..., Strategy, Wealth Management, Management, Strategic Planning, Leadership, Project Management, Banking, Finance, Sales, Marketing, Investments, Mutual Funds, Public Speaking, Sales Management, Customer Satisfaction, Valuation, Series 7, Portfolio Management, Capital Markets, Employee Training, Consulting, Securities, Equities, Networking, Asset Allocation, Financial Advisory, Business Development
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Securities Industry Institute
University of Cincinnati 1981 — 1985
Marketing
The Ohio State University 1977 — 1981
Industrial Design
Dan Dreiling Dan Dreiling's McDonald Financial Group Experience April 2000 - May 2005
Job Marathon Coach
Industry Investment Management
Experience
North Point Portfolio Managers June 2005 - Present
McDonald Financial Group April 2000 - May 2005
Key PrivateBank September 1995 - March 2000
Deloitte September 1988 - September 1995
Skills
Finance, Tax, Portfolio Management, Financial Analysis, Investments, Strategic Financial..., Asset Allocation, Financial Modeling, Credit, Due Diligence, Strategic Planning, Asset Management, Coaching, Capital Markets, Financial Planning, Wealth Management, Banking, Public Speaking, Personal Development, Financial Reporting, Estate Planning, Mergers & Acquisitions, Investment Advisory, Accounting
Education
John Carroll University 1982 — 1986
BS, Accounting
North Point Portfolio Managers June 2005 - Present
McDonald Financial Group April 2000 - May 2005
Key PrivateBank September 1995 - March 2000
Deloitte September 1988 - September 1995
Skills
Finance, Tax, Portfolio Management, Financial Analysis, Investments, Strategic Financial..., Asset Allocation, Financial Modeling, Credit, Due Diligence, Strategic Planning, Asset Management, Coaching, Capital Markets, Financial Planning, Wealth Management, Banking, Public Speaking, Personal Development, Financial Reporting, Estate Planning, Mergers & Acquisitions, Investment Advisory, Accounting
Education
John Carroll University 1982 — 1986
BS, Accounting
Devon McArdle Devon McArdle's McDonald Financial Group Experience 2003 - 2005
Job Managing Director, McDonald Partners
Industry Financial Services
Experience
McDonald Partners, LLC January 2008 - Present
Fifth Third Bank October 2005 - January 2008
McDonald Financial Group 2003 - 2005
Credit Suisse 1993 - 2001
Skills
Wealth Management, Series 7, series 66, Investment Strategies, Asset Allocation, Investment Advisory, Asset Management, Investments, Alternative Investments, Capital Markets, Equities, Retirement Planning, Insurance, Risk Management, Strategic Planning, Estate Planning, Trust Services, Finance, Retirement, Strategic Financial..., Financial Planning
Education
Skidmore College 1987 — 1991
BA, French & Government
Notre Dame Academy 1984 — 1987
McDonald Partners, LLC January 2008 - Present
Fifth Third Bank October 2005 - January 2008
McDonald Financial Group 2003 - 2005
Credit Suisse 1993 - 2001
Skills
Wealth Management, Series 7, series 66, Investment Strategies, Asset Allocation, Investment Advisory, Asset Management, Investments, Alternative Investments, Capital Markets, Equities, Retirement Planning, Insurance, Risk Management, Strategic Planning, Estate Planning, Trust Services, Finance, Retirement, Strategic Financial..., Financial Planning
Education
Skidmore College 1987 — 1991
BA, French & Government
Notre Dame Academy 1984 — 1987
Ed Reiser Ed Reiser's McDonald Financial Group Experience June 2004 - March 2007
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
KeyBank June 2011 - April 2013
ICON Advisers March 2007 - September 2008
McDonald Financial Group June 2004 - March 2007
Protective Life 1999 - 2004
Union Central 1993 - 1997
John Hancock 1992 - 1993
Skills
Sales, Selling
Education
American College
ChFC, Financial Services
American College
CLU, Insurance
National Louis University 1971 — 1975
BA, Education/Psychology
KeyBank June 2011 - April 2013
ICON Advisers March 2007 - September 2008
McDonald Financial Group June 2004 - March 2007
Protective Life 1999 - 2004
Union Central 1993 - 1997
John Hancock 1992 - 1993
Skills
Sales, Selling
Education
American College
ChFC, Financial Services
American College
CLU, Insurance
National Louis University 1971 — 1975
BA, Education/Psychology
Brian Mezey Brian Mezey's McDonald Financial Group Experience June 2003 - February 2006
Job Managing Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group December 2011 - Present
E&M Consulting of Raymond James & Associates February 2006 - December 2011
McDonald Financial Group June 2003 - February 2006
Principal Financial Group June 2001 - June 2003
Skills
Retirement Plan..., 401k, Mutual Funds, Retirement Planning, Retirement, Pensions
Education
Grove City College
BS, Business
MassMutual Financial Group December 2011 - Present
E&M Consulting of Raymond James & Associates February 2006 - December 2011
McDonald Financial Group June 2003 - February 2006
Principal Financial Group June 2001 - June 2003
Skills
Retirement Plan..., 401k, Mutual Funds, Retirement Planning, Retirement, Pensions
Education
Grove City College
BS, Business
Ted Binder Ted Binder's McDonald Financial Group Experience June 1999 - February 2006
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
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
Jonathan Broadbent Jonathan Broadbent's McDonald Financial Group Experience September 2004 - January 2006
Job Founder & Managing Partner
Industry Financial Services
Experience
Plan Partners, LLC October 2013 - Present
Fintegra November 2009 - October 2013
Merrill Lynch January 2006 - November 2009
McDonald Financial Group September 2004 - January 2006
Vista Financial Group/Flagship Administration 2002 - 2004
MMP Solon 1996 - 2003
Skills
Workplace Retirement..., 401k, 403 b, Retirement Plan..., Investment Advisory, Due Diligence, Pensions, Executive Benefit..., 404 Compliance, Compliance, series 66, ESOP, Plan Exam, Investments, Retirement
Education
The American College 2007 — 2008
Financial Planning
The College for Financial Planning 2006 — 2007
CRPS, Retirement Plan Design
Cleveland State University 1991 — 1994
Shaker Heights High School 1984 — 1989
The American College
Financial Planning Process and Environment, Financial Planning and Services
The American College
Fundamentals of Insurance Planning, Financial Planning and Services
Cleveland Institute of Art
Plan Partners, LLC October 2013 - Present
Fintegra November 2009 - October 2013
Merrill Lynch January 2006 - November 2009
McDonald Financial Group September 2004 - January 2006
Vista Financial Group/Flagship Administration 2002 - 2004
MMP Solon 1996 - 2003
Skills
Workplace Retirement..., 401k, 403 b, Retirement Plan..., Investment Advisory, Due Diligence, Pensions, Executive Benefit..., 404 Compliance, Compliance, series 66, ESOP, Plan Exam, Investments, Retirement
Education
The American College 2007 — 2008
Financial Planning
The College for Financial Planning 2006 — 2007
CRPS, Retirement Plan Design
Cleveland State University 1991 — 1994
Shaker Heights High School 1984 — 1989
The American College
Financial Planning Process and Environment, Financial Planning and Services
The American College
Fundamentals of Insurance Planning, Financial Planning and Services
Cleveland Institute of Art
Ben J. Kinnas's McDonald Financial Group Experience May 2005 - August 2005
Job Media Marketing Consultant at KPHOCBS5 A Meredith Corporation
Industry Marketing and Advertising
Experience
KPHO - A Meredith Corporation May 2014 - Present
Belo October 2010 - May 2014
Block 22, LLC (dba The Grove Hotel, Centurylink Arena, Idaho Steelheads, & Boise Burn) March 2008 - April 2010
Block 22, LLC (dba The Grove Hotel, Centurylink Arena, Idaho Steelheads, & Boise Burn) December 2007 - March 2008
Henderson Sales July 2006 - August 2007
McDonald Financial Group May 2005 - August 2005
Skills
Social Media, Advertising, Facebook, Email Marketing, Marketing, Digital Marketing, Marketing Strategy, Media Planning, Event Planning, Marketing Communications, Account Management, Event Management, Public Speaking, Customer Service
Education
University of Idaho 2003 — 2007
Bachelor's Degree, Marketing
KPHO - A Meredith Corporation May 2014 - Present
Belo October 2010 - May 2014
Block 22, LLC (dba The Grove Hotel, Centurylink Arena, Idaho Steelheads, & Boise Burn) March 2008 - April 2010
Block 22, LLC (dba The Grove Hotel, Centurylink Arena, Idaho Steelheads, & Boise Burn) December 2007 - March 2008
Henderson Sales July 2006 - August 2007
McDonald Financial Group May 2005 - August 2005
Skills
Social Media, Advertising, Facebook, Email Marketing, Marketing, Digital Marketing, Marketing Strategy, Media Planning, Event Planning, Marketing Communications, Account Management, Event Management, Public Speaking, Customer Service
Education
University of Idaho 2003 — 2007
Bachelor's Degree, Marketing
Charmaine Turner Charmaine Turner's McDonald Financial Group Experience October 1992 - October 2004
Job Certified Financial Planner
Industry Financial Services
Experience
Java's Cyber Espresso Bar - Gahanna September 2010 - April 2012
Prudential Financial March 2009 - September 2010
Chase June 2008 - September 2008
Merrill Lynch October 2004 - June 2008
McDonald Financial Group October 1992 - October 2004
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Series 7, Retirement, Estate Planning, Mutual Funds, Investment Advisory, Fixed Annuities, Asset Allocation, Portfolio Management, Financial Advisory, Investment Strategies, Uniform Combined State...
Education
College for Financial Planning 1994 — 1998
Java's Cyber Espresso Bar - Gahanna September 2010 - April 2012
Prudential Financial March 2009 - September 2010
Chase June 2008 - September 2008
Merrill Lynch October 2004 - June 2008
McDonald Financial Group October 1992 - October 2004
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Series 7, Retirement, Estate Planning, Mutual Funds, Investment Advisory, Fixed Annuities, Asset Allocation, Portfolio Management, Financial Advisory, Investment Strategies, Uniform Combined State...
Education
College for Financial Planning 1994 — 1998
Derick Howell's McDonald Financial Group Experience April 2004 - October 2005
Job Business Analyst Incentive Compensation, Asset Management Group at PNC Financial Services
Industry Financial Services
Experience
PNC Financial Services September 2010 - Present
PNC Financial Services January 2009 - September 2010
National City Bank July 2008 - January 2009
National City Bank November 2005 - July 2008
McDonald Financial Group April 2004 - October 2005
McDonald Investments Inc 1999 - 2004
Education
University of Cincinnati 1994 — 1998
Bachelor of Arts, Psychology
PNC Financial Services September 2010 - Present
PNC Financial Services January 2009 - September 2010
National City Bank July 2008 - January 2009
National City Bank November 2005 - July 2008
McDonald Financial Group April 2004 - October 2005
McDonald Investments Inc 1999 - 2004
Education
University of Cincinnati 1994 — 1998
Bachelor of Arts, Psychology
Douglas Schosser Douglas Schosser's McDonald Financial Group Experience 2003 - 2005
Job Exec Vice Pres KeyBank
Industry Banking
Experience
KeyCorp June 2015 - Present
Lake Erie Nature & Science Center November 2013 - Present
KeyCorp July 2014 - May 2015
KeyCorp February 2010 - June 2014
Associated Bank January 2008 - January 2010
KeyCorp January 2005 - January 2008
Middleton Doll Company 2006 - 2008
Key Bank NA 1995 - 2008
KeyBank N.A. 1995 - 2008
McDonald Financial Group 2003 - 2005
Skills
Forecasting, Financial Analysis, Financial Reporting, Finance, Executive Management, Management, Credit, Banking, Business Analysis, Leadership, Commercial Banking, Budget Process, Team Building, Strategic Planning, Risk Management, Presentation Development, Integration, Mergers & Acquisitions, Due Diligence
Education
Case Western Reserve University - Weatherhead School of Management 1996 — 1998
Business Administration and Management, General
Miami University 1988 — 1992
BS, Accountancy
KeyCorp June 2015 - Present
Lake Erie Nature & Science Center November 2013 - Present
KeyCorp July 2014 - May 2015
KeyCorp February 2010 - June 2014
Associated Bank January 2008 - January 2010
KeyCorp January 2005 - January 2008
Middleton Doll Company 2006 - 2008
Key Bank NA 1995 - 2008
KeyBank N.A. 1995 - 2008
McDonald Financial Group 2003 - 2005
Skills
Forecasting, Financial Analysis, Financial Reporting, Finance, Executive Management, Management, Credit, Banking, Business Analysis, Leadership, Commercial Banking, Budget Process, Team Building, Strategic Planning, Risk Management, Presentation Development, Integration, Mergers & Acquisitions, Due Diligence
Education
Case Western Reserve University - Weatherhead School of Management 1996 — 1998
Business Administration and Management, General
Miami University 1988 — 1992
BS, Accountancy
Charmaine Turner's McDonald Financial Group Experience October 1992 - September 2004
Job Vice President Investments, Certified Financial Planner at Merrill Lynch and Financial Services Consultant
Industry Financial Services
Experience
Merrill Lynch October 2004 - Present
McDonald Financial Group October 1992 - September 2004
Education
Capital University 1996 — 1997
CFP, Certified Financial Planning
Merrill Lynch October 2004 - Present
McDonald Financial Group October 1992 - September 2004
Education
Capital University 1996 — 1997
CFP, Certified Financial Planning
Ron Cappelletti's McDonald Financial Group Experience April 2005 - February 2007
Job Executive Director at UBS
Industry Financial Services
Experience
UBS Executive DirectorUBS Financial2006 - Present
McDonald Financial Group April 2005 - February 2007
Quick & Reilly August 2002 - December 2004
Gruntal & Co. 2000 - 2002
Prudential Securities February 1984 - June 2000
Skills
Investment Advisory, Wealth Management, Fixed Income, Securities, Equities, Options, Asset Allocation, Alternative Investments, 401k, Retirement, Retirement Planning, Asset Management, Series 24, Series 63, Series 7, Investment Strategies, Mutual Funds
Education
The Ohio State University 1966 — 1971
UBS Executive DirectorUBS Financial2006 - Present
McDonald Financial Group April 2005 - February 2007
Quick & Reilly August 2002 - December 2004
Gruntal & Co. 2000 - 2002
Prudential Securities February 1984 - June 2000
Skills
Investment Advisory, Wealth Management, Fixed Income, Securities, Equities, Options, Asset Allocation, Alternative Investments, 401k, Retirement, Retirement Planning, Asset Management, Series 24, Series 63, Series 7, Investment Strategies, Mutual Funds
Education
The Ohio State University 1966 — 1971
Chuck Robison email's McDonald Financial Group Experience 1995 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
UBS February 2007 - December 2007
McDonald Investment, Inc. March 1995 - February 2007
McDonald Investments 1995 - 2007
McDonald Investments, A KeyCorp Company 1995 - 2007
MCDONALD FINANCIAL GROUP and MCDONALD INVESTMENTS 1995 - 2007
McDonald and Company 1995 - 2007
McDonald Financial Group 1995 - 2007
Education
University of Pittsburgh 1972 — 1976
UBS February 2007 - December 2007
McDonald Investment, Inc. March 1995 - February 2007
McDonald Investments 1995 - 2007
McDonald Investments, A KeyCorp Company 1995 - 2007
MCDONALD FINANCIAL GROUP and MCDONALD INVESTMENTS 1995 - 2007
McDonald and Company 1995 - 2007
McDonald Financial Group 1995 - 2007
Education
University of Pittsburgh 1972 — 1976
Robert Rumsey's McDonald Financial Group Experience January 2006 - April 2006
Job Strategic Management/Taxation Student and MBA graduate.
Industry Management Consulting
Experience
Fort Myers Broadcasting March 2007 - September 2009
Florida Gulf Coast University May 2008 - August 2009
Florida Gulf Coast University January 2005 - December 2007
Renda Broadcasting 2004 - 2007
Florida Gulf Coast University January 2005 - December 2006
MCDONALD FINANCIAL GROUP January 2006 - April 2006
GENERAL ELECTRIC GLOBAL BUSINESS SERVICES August 2005 - December 2005
Education
Florida Gulf Coast University 2007 — 2010
Master of Science, Accountancy and Taxation
Edison Community College 2008 — 2009
ASSOCIATES OF SCIENCE, PARALEGAL STUDIES
Florida Gulf Coast University 2005 — 2007
MBA, General Management
Metropolitan State University of Denver 1998 — 2004
Bachelor of Science, Computer Information Systems
Curry College 1985 — 1989
Bachelor of Arts, Mass Communications
Fort Myers Broadcasting March 2007 - September 2009
Florida Gulf Coast University May 2008 - August 2009
Florida Gulf Coast University January 2005 - December 2007
Renda Broadcasting 2004 - 2007
Florida Gulf Coast University January 2005 - December 2006
MCDONALD FINANCIAL GROUP January 2006 - April 2006
GENERAL ELECTRIC GLOBAL BUSINESS SERVICES August 2005 - December 2005
Education
Florida Gulf Coast University 2007 — 2010
Master of Science, Accountancy and Taxation
Edison Community College 2008 — 2009
ASSOCIATES OF SCIENCE, PARALEGAL STUDIES
Florida Gulf Coast University 2005 — 2007
MBA, General Management
Metropolitan State University of Denver 1998 — 2004
Bachelor of Science, Computer Information Systems
Curry College 1985 — 1989
Bachelor of Arts, Mass Communications
Christine Danko's McDonald Financial Group Experience February 2000 - July 2005
Job Director, Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2008 - Present
Plante Moran July 2005 - May 2008
McDonald Financial Group February 2000 - July 2005
Skills
401k, Retirement Plan..., Relationship Management, Mutual Funds, Retirement Planning, Retirement, Series 63, Investments, Financial Services, 403 b, 457 Plans, Insurance, Account Management, Defined Benefit, Series 7, Asset Allocation, Series 6, Employee Benefits, Wealth Management, CRM, ERISA, Investment Advisory, Asset Management
Education
Baldwin Wallace University
Business Administration and Management, General
Transamerica Retirement Solutions September 2008 - Present
Plante Moran July 2005 - May 2008
McDonald Financial Group February 2000 - July 2005
Skills
401k, Retirement Plan..., Relationship Management, Mutual Funds, Retirement Planning, Retirement, Series 63, Investments, Financial Services, 403 b, 457 Plans, Insurance, Account Management, Defined Benefit, Series 7, Asset Allocation, Series 6, Employee Benefits, Wealth Management, CRM, ERISA, Investment Advisory, Asset Management
Education
Baldwin Wallace University
Business Administration and Management, General
Jon Dominy's McDonald Financial Group Experience October 2004 - August 2006
Job Vice President Institutional Business Development Officer at PNC
Industry Financial Services
Experience
PNC June 2014 - Present
Invesco June 2010 - June 2014
Morgan Stanley Investment Management - Van Kampen February 2009 - June 2010
Morgan Stanley Investment Management - Van Kampen December 2007 - January 2009
Morgan Stanley Investment Management - Van Kampen August 2006 - December 2007
McDonald Financial Group October 2004 - August 2006
McDonald Financial Group April 2004 - October 2004
Education
The University of Chicago Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Miami University 1999 — 2003
Bachelor of Science in Business
PNC June 2014 - Present
Invesco June 2010 - June 2014
Morgan Stanley Investment Management - Van Kampen February 2009 - June 2010
Morgan Stanley Investment Management - Van Kampen December 2007 - January 2009
Morgan Stanley Investment Management - Van Kampen August 2006 - December 2007
McDonald Financial Group October 2004 - August 2006
McDonald Financial Group April 2004 - October 2004
Education
The University of Chicago Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Miami University 1999 — 2003
Bachelor of Science in Business
Eric Pronovost's McDonald Financial Group Experience 2001 - 2007
Job Senior Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2015 - Present
UBS Financial Services Inc. February 2007 - Present
McDonald Financial Group 2001 - 2007
Prudential Securities 1995 - 2001
Shearson Lehman Brothers 1992 - 1995
Skills
Investments, Portfolio Management, Mutual Funds, Risk Management, Retirement Planning, Finance, Series 7, Series 63, Financial Planning, Financial Analysis
Education
University of Maine 1985 — 1989
Bachelor of Arts Degree: B.A. in Communication, Business Finance
Robert W. Baird & Co. May 2015 - Present
UBS Financial Services Inc. February 2007 - Present
McDonald Financial Group 2001 - 2007
Prudential Securities 1995 - 2001
Shearson Lehman Brothers 1992 - 1995
Skills
Investments, Portfolio Management, Mutual Funds, Risk Management, Retirement Planning, Finance, Series 7, Series 63, Financial Planning, Financial Analysis
Education
University of Maine 1985 — 1989
Bachelor of Arts Degree: B.A. in Communication, Business Finance
Keith Bersebach's McDonald Financial Group Experience October 2003 - January 2005
Job Director, Employee Relations at Blood Systems Inc.
Industry Hospital & Health Care
Experience
Blood Systems December 2010 - Present
Deluxe Corporation February 2007 - December 2010
IKON Office Solutions January 2005 - February 2007
McDonald Financial Group October 2003 - January 2005
AutoNation January 2003 - October 2003
Westfield Group/Westfield Insurance December 2001 - January 2003
Bank One June 1998 - October 2001
Skills
Employee Relations, Change Management, Training, HRIS, Onboarding, Human Resources, Management, Succession Planning, Talent Acquisition, Employee Engagement, Process Improvement
Education
The Ohio State University
BA, Communications
Blood Systems December 2010 - Present
Deluxe Corporation February 2007 - December 2010
IKON Office Solutions January 2005 - February 2007
McDonald Financial Group October 2003 - January 2005
AutoNation January 2003 - October 2003
Westfield Group/Westfield Insurance December 2001 - January 2003
Bank One June 1998 - October 2001
Skills
Employee Relations, Change Management, Training, HRIS, Onboarding, Human Resources, Management, Succession Planning, Talent Acquisition, Employee Engagement, Process Improvement
Education
The Ohio State University
BA, Communications