McDonald Investments
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McDonald Investments Employees
Employee
Years
Job
Industry
Darlene (Sullivan) Romano Darlene (Sullivan) Romano's McDonald Investments Experience May 1995 - December 2000
Job Student at Academy of Art University
Industry Photography
Experience
Academy of Art University January 2009 - Present
Merrill Lynch December 2000 - June 2008
McDonald Investments May 1995 - December 2000
Skills
Microsoft Office, Social Media, Photoshop, Photography, Editing, Teamwork, Microsoft Word, Time Management, PowerPoint
Education
Academy of Art University 2009 — 2015
Master of Fine Arts (M.F.A.), Photography, Senior
Marion College 2002 — 2005
Bachelor of Science, Human Resources Management/Personnel Administration, General
Academy of Art University January 2009 - Present
Merrill Lynch December 2000 - June 2008
McDonald Investments May 1995 - December 2000
Skills
Microsoft Office, Social Media, Photoshop, Photography, Editing, Teamwork, Microsoft Word, Time Management, PowerPoint
Education
Academy of Art University 2009 — 2015
Master of Fine Arts (M.F.A.), Photography, Senior
Marion College 2002 — 2005
Bachelor of Science, Human Resources Management/Personnel Administration, General
Amy Saban Amy Saban's McDonald Investments Experience 1994 - 1998
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
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
Craig Lyon Craig Lyon's McDonald Investments Experience 1999 - 2002
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
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
David Boffa David Boffa's McDonald Investments Experience 2002 - 2006
Job Business Development Consultant at Comprehensive Planning, Inc.
Industry Financial Services
Experience
Comprehensive Planning, Inc. March 2009 - Present
Battered Women Shelter January 2009 - Present
Rape Crisis Center of Medina and Summit Counties January 2009 - Present
Key Private Bank February 2007 - February 2009
McDonald Investments 2002 - 2006
Pacific Life 1996 - 2001
Skills
Series 7, Series 63, Investments, Life, Health and..., Financial Planning, Securities, Estate Planning, Succession Planning, Annuities, Financial Analysis, Insurance, Risk Management, Wealth Management, Retirement Planning, Asset, Funding, Compliance, Options, Asset Management, Asset Allocation, Alternative Investments, Portfolio Management, Asset Managment, Fixed Annuities, Strategic Financial..., Mutual Funds, Financial Advisory, Investment Advisory, Retirement, 401k, Investment Strategies, Wealth Management...
Education
Kent State University 1987 — 1991
Economics
Granville high
Comprehensive Planning, Inc. March 2009 - Present
Battered Women Shelter January 2009 - Present
Rape Crisis Center of Medina and Summit Counties January 2009 - Present
Key Private Bank February 2007 - February 2009
McDonald Investments 2002 - 2006
Pacific Life 1996 - 2001
Skills
Series 7, Series 63, Investments, Life, Health and..., Financial Planning, Securities, Estate Planning, Succession Planning, Annuities, Financial Analysis, Insurance, Risk Management, Wealth Management, Retirement Planning, Asset, Funding, Compliance, Options, Asset Management, Asset Allocation, Alternative Investments, Portfolio Management, Asset Managment, Fixed Annuities, Strategic Financial..., Mutual Funds, Financial Advisory, Investment Advisory, Retirement, 401k, Investment Strategies, Wealth Management...
Education
Kent State University 1987 — 1991
Economics
Granville high
Elizabeth (Eli) Greiner-Quiett, CIPM Elizabeth (Eli) Greiner-Quiett, CIPM's McDonald Investments Experience 1999 - 2000
Job Chief of Client Service and Operations at Fiduciary Counselling, Inc.
Industry Investment Management
Experience
Fiduciary Counselling, Inc. October 2014 - Present
Oxford Financial Group, Ltd. 2000 - Present
McDonald Investments 1999 - 2000
Northwestern Mutual 1996 - 1999
Skills
Strategic Planning, Project Management, Operations Management, Performance Measurement, Client Relations Skills, Software Integrations, Managing Database, Salesforce.com, Talent Developer, Financial Reporting, Transformational..., Leadership, Series 7, Estate Planning, Asset Allocation, Management, Budgets, Human Resources, Due Diligence, Trading, Training, CRM
Education
University of Notre Dame 2012 — 2014
Master of Business Administration (MBA)
Indiana University-Purdue University at Indianapolis 1995 — 1999
B.S.
Fiduciary Counselling, Inc. October 2014 - Present
Oxford Financial Group, Ltd. 2000 - Present
McDonald Investments 1999 - 2000
Northwestern Mutual 1996 - 1999
Skills
Strategic Planning, Project Management, Operations Management, Performance Measurement, Client Relations Skills, Software Integrations, Managing Database, Salesforce.com, Talent Developer, Financial Reporting, Transformational..., Leadership, Series 7, Estate Planning, Asset Allocation, Management, Budgets, Human Resources, Due Diligence, Trading, Training, CRM
Education
University of Notre Dame 2012 — 2014
Master of Business Administration (MBA)
Indiana University-Purdue University at Indianapolis 1995 — 1999
B.S.
Doug Leedy, CLU® Doug Leedy, CLU®'s McDonald Investments Experience September 2004 - January 2006
Job Regional Vice President The Prudential Insurance Company of America
Industry Insurance
Experience
The Prudential Insurance Company of America May 2011 - Present
Nationwide Financial January 2010 - May 2011
RBC Wealth Mangement February 2007 - March 2009
McDonald Investments September 2004 - January 2006
Key Bank January 2001 - August 2004
Skills
Sales Management, Sales
Education
The American College 2013 — 2015
CLU®, Chartered Life Underwriter
Columbus State Community College 1998 — 2000
Associates of Applied Science, Finance
The Prudential Insurance Company of America May 2011 - Present
Nationwide Financial January 2010 - May 2011
RBC Wealth Mangement February 2007 - March 2009
McDonald Investments September 2004 - January 2006
Key Bank January 2001 - August 2004
Skills
Sales Management, Sales
Education
The American College 2013 — 2015
CLU®, Chartered Life Underwriter
Columbus State Community College 1998 — 2000
Associates of Applied Science, Finance
Gail Boelke's McDonald Investments Experience 1996 - 2004
Job Savile Row Operations Manager at Oxford Financial Group, Ltd.
Industry Investment Management
Experience
Oxford Financial Group, Ltd. 2014 - Present
Oxford Financial Group, Ltd. April 2010 - November 2014
KSM Capital Advisors, LLC July 2004 - March 2010
McDonald Investments 1996 - 2004
Skills
Investments, Portfolio Management, Business Analysis, Project Management, Strategic Planning, Accounting, Budgets, Finance, Financial Analysis, Strategic Financial..., Management, Customer Service, Leadership, Financial Reporting, Process Improvement
Education
Indiana Wesleyan University 2003 — 2007
BS, Management, Summa Cum Laude
Oxford Financial Group, Ltd. 2014 - Present
Oxford Financial Group, Ltd. April 2010 - November 2014
KSM Capital Advisors, LLC July 2004 - March 2010
McDonald Investments 1996 - 2004
Skills
Investments, Portfolio Management, Business Analysis, Project Management, Strategic Planning, Accounting, Budgets, Finance, Financial Analysis, Strategic Financial..., Management, Customer Service, Leadership, Financial Reporting, Process Improvement
Education
Indiana Wesleyan University 2003 — 2007
BS, Management, Summa Cum Laude
Brian Mackert Brian Mackert's McDonald Investments Experience 1999 - 2007
Job Morgan Stanley Graystone
Industry Financial Services
Experience
Graystone Consulting- MSSB April 2012 - Present
UBS Financial Services February 2007 - April 2012
McDonald Investments 1999 - 2007
Education
Cleveland State University 2002 — 2005
MBA, Finannce
Allegheny College 1995 — 1999
Graystone Consulting- MSSB April 2012 - Present
UBS Financial Services February 2007 - April 2012
McDonald Investments 1999 - 2007
Education
Cleveland State University 2002 — 2005
MBA, Finannce
Allegheny College 1995 — 1999
Douglas Dill Douglas Dill's McDonald Investments Experience 1991 - 1996
Job Sales Director at Kinvey
Industry Computer Software
Experience
Kinvey July 2015 - Present
VMware January 2015 - June 2015
VMware January 2010 - January 2015
Savvis 2008 - 2010
Verizon Business 2005 - 2008
Qwest Communications 1999 - 2005
Metamor Technologies 1996 - 1999
McDonald Investments 1991 - 1996
Skills
Consultative Selling, Cloud Computing, Virtualization, IT Strategy, Sales Process, Storage, Outsourcing, Consulting, Data Center, Salesforce.com, Managed Services, SaaS, Account Management, Program Management, Disaster Recovery, Professional Services, Mountain Bike, Enterprise Software, Solution Selling, Leadership, VoIP, IT Outsourcing, Software Defined Data..., Investment Strategies, Business Process..., Selling, Sales Operations, Management, VMware, E-commerce, Go-to-market Strategy, Strategic Partnerships, Pre-sales, Business Alliances, Vendor Management, Sales Enablement, Unified Communications, Sales, Direct Sales, PaaS, Co-location, VDI, Channel Partners, Partner Management, Business Development, Software Industry, Enterprise Architecture, Security, Integration, CRM
Education
Quinlan School of Business, Loyola University Chicago 2002 — 2003
Business, Ecommerce / IT Strategy
Bowling Green State University 1986 — 1990
Business Management, Dual Major in Finance and Economics
Kinvey July 2015 - Present
VMware January 2015 - June 2015
VMware January 2010 - January 2015
Savvis 2008 - 2010
Verizon Business 2005 - 2008
Qwest Communications 1999 - 2005
Metamor Technologies 1996 - 1999
McDonald Investments 1991 - 1996
Skills
Consultative Selling, Cloud Computing, Virtualization, IT Strategy, Sales Process, Storage, Outsourcing, Consulting, Data Center, Salesforce.com, Managed Services, SaaS, Account Management, Program Management, Disaster Recovery, Professional Services, Mountain Bike, Enterprise Software, Solution Selling, Leadership, VoIP, IT Outsourcing, Software Defined Data..., Investment Strategies, Business Process..., Selling, Sales Operations, Management, VMware, E-commerce, Go-to-market Strategy, Strategic Partnerships, Pre-sales, Business Alliances, Vendor Management, Sales Enablement, Unified Communications, Sales, Direct Sales, PaaS, Co-location, VDI, Channel Partners, Partner Management, Business Development, Software Industry, Enterprise Architecture, Security, Integration, CRM
Education
Quinlan School of Business, Loyola University Chicago 2002 — 2003
Business, Ecommerce / IT Strategy
Bowling Green State University 1986 — 1990
Business Management, Dual Major in Finance and Economics
Peter Naegele Peter Naegele's McDonald Investments Experience 1998 - 2000
Job Teacher, IT Specialist
Industry Higher Education
Experience
Oberlin College August 2002 - Present
Middlebury-Monterey Language Academy 2010 - 2012
McDonald Investments 1998 - 2000
Skills
Higher Education, Classroom Instruction, Instructional Design, Teaching, Staff Development, technology support, Educational Technology, Curriculum Design, Mathematics, Research, Classroom, SPSS, Technical Support, Tutoring, Student Affairs, Curriculum Development, Grant Writing, University Teaching, E-Learning, Student Development, Distance Learning, Program Development, College Teaching, Qualitative Research, Community Outreach, Academic Advising, Program Evaluation, Teacher Training, Academic Writing, Instructional Technology, Editing, Nonprofits, Pedagogy, Psychology, Critical Thinking, Adult Education, Research Design, Workshop Facilitation, Data Analysis
Education
The University Of Toledo 1992 — 1998
M.A., Ph.D., Cognitive Psychology
Baldwin-Wallace College 1987 — 1991
B.S., Psychology
Fairview High School
Oberlin College August 2002 - Present
Middlebury-Monterey Language Academy 2010 - 2012
McDonald Investments 1998 - 2000
Skills
Higher Education, Classroom Instruction, Instructional Design, Teaching, Staff Development, technology support, Educational Technology, Curriculum Design, Mathematics, Research, Classroom, SPSS, Technical Support, Tutoring, Student Affairs, Curriculum Development, Grant Writing, University Teaching, E-Learning, Student Development, Distance Learning, Program Development, College Teaching, Qualitative Research, Community Outreach, Academic Advising, Program Evaluation, Teacher Training, Academic Writing, Instructional Technology, Editing, Nonprofits, Pedagogy, Psychology, Critical Thinking, Adult Education, Research Design, Workshop Facilitation, Data Analysis
Education
The University Of Toledo 1992 — 1998
M.A., Ph.D., Cognitive Psychology
Baldwin-Wallace College 1987 — 1991
B.S., Psychology
Fairview High School
George Mahramas George Mahramas's McDonald Investments Experience 1997 - 2005
Job Branch Operations Manager
Industry Investment Management
Experience
Raymond James August 2012 - Present
Wells Fargo Advisors LLC May 2011 - August 2012
The Home Investment Services Youngstown, OH February 2010 - May 2011
UBS September 2005 - January 2010
McDonald Investments 1997 - 2005
Skills
Portfolio Management, Asset Management, Asset Allocation, Investment Advisory, Retirement Planning, Education Savings, Finance, Operations Management, Compliance
Education
Kent State University 1988 — 1991
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
WARREN G HARDING
High School
Raymond James August 2012 - Present
Wells Fargo Advisors LLC May 2011 - August 2012
The Home Investment Services Youngstown, OH February 2010 - May 2011
UBS September 2005 - January 2010
McDonald Investments 1997 - 2005
Skills
Portfolio Management, Asset Management, Asset Allocation, Investment Advisory, Retirement Planning, Education Savings, Finance, Operations Management, Compliance
Education
Kent State University 1988 — 1991
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
WARREN G HARDING
High School
Denise Z. Galicki Denise Z. Galicki's McDonald Investments Experience July 1996 - May 1999
Job Owner, zedcomm
Industry Graphic Design
Experience
zedcomm 1999 - Present
Boston Mills / Brandywine / Alpine Valley Ski Patrol December 2013 - Present
Zakrajsek Engineers, Inc. June 1998 - July 2015
National City Bank May 1999 - July 2001
McDonald Investments July 1996 - May 1999
National Medical Diagnostics January 1996 - July 1996
Cleveland Institute of Electronics October 1993 - December 1995
Cleveland Institute of Electronics October 1991 - October 1993
Skills
Art Direction, Graphic Design, Logo Design, Posters, Creative Direction, Corporate Identity, InDesign, Illustrator, Layout
Education
Ohio University 1987 — 1991
Bachelors of Science in Journalism, Scripps Howard School of Journalism
Cleveland State University 2007 — 2008
zedcomm 1999 - Present
Boston Mills / Brandywine / Alpine Valley Ski Patrol December 2013 - Present
Zakrajsek Engineers, Inc. June 1998 - July 2015
National City Bank May 1999 - July 2001
McDonald Investments July 1996 - May 1999
National Medical Diagnostics January 1996 - July 1996
Cleveland Institute of Electronics October 1993 - December 1995
Cleveland Institute of Electronics October 1991 - October 1993
Skills
Art Direction, Graphic Design, Logo Design, Posters, Creative Direction, Corporate Identity, InDesign, Illustrator, Layout
Education
Ohio University 1987 — 1991
Bachelors of Science in Journalism, Scripps Howard School of Journalism
Cleveland State University 2007 — 2008
Mark Summers Mark Summers's McDonald Investments Experience 1985 - 2003
Job COO/Managing Director at MAI Capital Management
Industry Investment Management
Experience
MAI Capital Management, LLC December 2009 - Present
Victory Capital Management 2003 - 2009
McDonald Investments 1985 - 2003
Skills
Asset Managment, Investments, Mutual Funds, Investment Management, Securities, Alternative Investments, Management, Wealth Management, Capital Markets, Marketing, Valuation, Series 7, Series 24, Series 63, Operations, Sales and Distribution, Compliance, Risk Management, Portfolio Management, Equities, Investment Advisory, Financial Modeling, Hedge Funds, Asset Allocation, Financial Analysis, Financial Services, Private Equity, Strategic Financial..., Due Diligence, Strategic Planning, Leadership
Education
Bowling Green State University 1976 — 1977
MA
Baldwin-Wallace College 1971 — 1975
BA
Fairview High 1968 — 1971
MAI Capital Management, LLC December 2009 - Present
Victory Capital Management 2003 - 2009
McDonald Investments 1985 - 2003
Skills
Asset Managment, Investments, Mutual Funds, Investment Management, Securities, Alternative Investments, Management, Wealth Management, Capital Markets, Marketing, Valuation, Series 7, Series 24, Series 63, Operations, Sales and Distribution, Compliance, Risk Management, Portfolio Management, Equities, Investment Advisory, Financial Modeling, Hedge Funds, Asset Allocation, Financial Analysis, Financial Services, Private Equity, Strategic Financial..., Due Diligence, Strategic Planning, Leadership
Education
Bowling Green State University 1976 — 1977
MA
Baldwin-Wallace College 1971 — 1975
BA
Fairview High 1968 — 1971
Dina Anzevino Dina Anzevino's McDonald Investments Experience August 1998 - September 2003
Job Team Director at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management October 2013 - Present
FirstMerit Bank March 2006 - October 2013
KeyBank September 2003 - March 2006
McDonald Investments August 1998 - September 2003
McDonald Trust Company July 1997 - August 1998
Skills
Portfolio Management, Wealth Management, Asset Allocation, Series 7, Investment Advisory, Relationship Management, Credit Analysis, Investments, Commercial Lending, Financial Analysis, Asset Managment, Investment Management, Team Building, Mutual Funds, Asset Management, Alternative Investments, Finance, Investment Strategies, Retirement Planning
Education
Kent State University - Graduate School of Management 2002 — 2003
MBA, Finance
The Ohio State University - The Max M. Fisher College of Business 1993 — 1997
BSBA, Accounting and Finance
PNC Wealth Management October 2013 - Present
FirstMerit Bank March 2006 - October 2013
KeyBank September 2003 - March 2006
McDonald Investments August 1998 - September 2003
McDonald Trust Company July 1997 - August 1998
Skills
Portfolio Management, Wealth Management, Asset Allocation, Series 7, Investment Advisory, Relationship Management, Credit Analysis, Investments, Commercial Lending, Financial Analysis, Asset Managment, Investment Management, Team Building, Mutual Funds, Asset Management, Alternative Investments, Finance, Investment Strategies, Retirement Planning
Education
Kent State University - Graduate School of Management 2002 — 2003
MBA, Finance
The Ohio State University - The Max M. Fisher College of Business 1993 — 1997
BSBA, Accounting and Finance
Brendon Tripodo Brendon Tripodo's McDonald Investments Experience 2004 - 2006
Job Market Manager Key Private Bank
Industry Financial Services
Experience
Key Private Bank March 2012 - Present
Merrill Lynch April 2011 - March 2012
Fifth Third Bank, South Florida July 2008 - December 2010
SunTrust Bank, Naples FL 2006 - 2008
McDonald Investments 2004 - 2006
McDonald Investments 1999 - 2004
Key Bank 1995 - 1999
Bank One 1991 - 1995
Skills
Sales Management, Private Banking, Wealth Management, Credit Analysis, Portfolio Management, Mortgage Lending, Consumer Lending, Commercial Lending, Recruiting
Education
John Carroll University 1999 — 2002
MBA, Finance
The Ohio State University 1987 — 1991
BSBA, Finance
Key Private Bank March 2012 - Present
Merrill Lynch April 2011 - March 2012
Fifth Third Bank, South Florida July 2008 - December 2010
SunTrust Bank, Naples FL 2006 - 2008
McDonald Investments 2004 - 2006
McDonald Investments 1999 - 2004
Key Bank 1995 - 1999
Bank One 1991 - 1995
Skills
Sales Management, Private Banking, Wealth Management, Credit Analysis, Portfolio Management, Mortgage Lending, Consumer Lending, Commercial Lending, Recruiting
Education
John Carroll University 1999 — 2002
MBA, Finance
The Ohio State University 1987 — 1991
BSBA, Finance
Roger Balser Roger Balser's McDonald Investments Experience 2000 - 2004
Job Nationally Published Author Managing Partner and Chief Investment Officer at Balser Wealth Management, LLC
Industry Investment Management
Experience
Balser Wealth Management, LLC October 2005 - Present
Balser Wealth Management, LLC January 2005 - Present
McDonald Investments 2000 - 2004
smith barney 1991 - 2000
EF Hutton 1986 - 1988
Skills
Private Equity, Investments, Wealth Management, Portfolio Management, Strategy, Risk Management, Alternative Investments, Venture Capital, Hedge Funds, Equities, Asset Managment, Investment Management, Mergers
Education
Baldwin Wallace College 1982 — 1985
Bachelor, Economics
Earlham College 1981 — 1981
Elyria High School 1978 — 1980
Balser Wealth Management, LLC October 2005 - Present
Balser Wealth Management, LLC January 2005 - Present
McDonald Investments 2000 - 2004
smith barney 1991 - 2000
EF Hutton 1986 - 1988
Skills
Private Equity, Investments, Wealth Management, Portfolio Management, Strategy, Risk Management, Alternative Investments, Venture Capital, Hedge Funds, Equities, Asset Managment, Investment Management, Mergers
Education
Baldwin Wallace College 1982 — 1985
Bachelor, Economics
Earlham College 1981 — 1981
Elyria High School 1978 — 1980
Vern Houin's McDonald Investments Experience 1998 - 2008
Job AVP Network Services
Industry Banking
Experience
Isabella Bank August 2009 - Present
Isabella Bank/FGIS August 2009 - Present
Key Bank November 2007 - December 2008
KeyCorp 2007 - 2008
KeyBank 2007 - 2008
Key Equipment Finance Canada Ltd. 2007 - 2008
McDonald Investments 1998 - 2008
Key Bank 1988 - 2008
Key Bank February 2001 - October 2007
Key Bank March 1998 - May 2001
Skills
Customer Service, Problem Solving, Active Directory, Process Engineering, Customer Relations, Troubleshooting, Servers, Leadership, SharePoint, Integration, Management, Software Documentation, Business Services, Service Desk Management, ITIL Service Strategy, IT Infrastructure..., Disaster Recovery, Banking, ITIL, Lotus Notes, XP, Process Improvement, Switches, IT Management, CRM, IT Strategy, Help Desk Support, Technical Support, Routers, Cisco Routers, Vendor Management, WAN, Printers, System Administration, VMware, Data Center, Security, IT Service Management, Citrix, IT Operations, Network Security, Information Security, Remote Troubleshooting, Internet Troubleshooting, Windows XP
Education
Indiana University South Bend 1983 — 1986
BS, Computer Science
Isabella Bank August 2009 - Present
Isabella Bank/FGIS August 2009 - Present
Key Bank November 2007 - December 2008
KeyCorp 2007 - 2008
KeyBank 2007 - 2008
Key Equipment Finance Canada Ltd. 2007 - 2008
McDonald Investments 1998 - 2008
Key Bank 1988 - 2008
Key Bank February 2001 - October 2007
Key Bank March 1998 - May 2001
Skills
Customer Service, Problem Solving, Active Directory, Process Engineering, Customer Relations, Troubleshooting, Servers, Leadership, SharePoint, Integration, Management, Software Documentation, Business Services, Service Desk Management, ITIL Service Strategy, IT Infrastructure..., Disaster Recovery, Banking, ITIL, Lotus Notes, XP, Process Improvement, Switches, IT Management, CRM, IT Strategy, Help Desk Support, Technical Support, Routers, Cisco Routers, Vendor Management, WAN, Printers, System Administration, VMware, Data Center, Security, IT Service Management, Citrix, IT Operations, Network Security, Information Security, Remote Troubleshooting, Internet Troubleshooting, Windows XP
Education
Indiana University South Bend 1983 — 1986
BS, Computer Science
Donna Krivinskas Donna Krivinskas's McDonald Investments Experience May 2006 - August 2006
Job Business Tech + Media Strategist, Startup Founder
Industry Information Technology and Services
Experience
VINS MEDIA March 2014 - Present
Tastey January 2014 - Present
Rochdale Investment Management September 2010 - 2013
RVK March 2009 - August 2010
Longbow Research June 2008 - August 2008
McDonald Investments May 2006 - August 2006
Morgan Stanley May 2005 - August 2005
Skills
Digital Media, Marketing Strategy, Consumer Insight, Web Design, Brand Development, Market Research, JavaScript, HTML, CSS, Social Media Consulting, Product Launch, Financial Modeling, Equity Research, Alternative Investments, Investments, Portfolio Management, Hedge Funds, Bloomberg, Equities, Fixed Income, Asset Allocation, Series 7, Valuation, Asset Management, Capital Markets, Investment Management, Microsoft Excel, Research, Series 63, Derivatives, Financial Analysis, Asset Managment, Equity Valuation
Education
Cornell University
B.A., Economics
VINS MEDIA March 2014 - Present
Tastey January 2014 - Present
Rochdale Investment Management September 2010 - 2013
RVK March 2009 - August 2010
Longbow Research June 2008 - August 2008
McDonald Investments May 2006 - August 2006
Morgan Stanley May 2005 - August 2005
Skills
Digital Media, Marketing Strategy, Consumer Insight, Web Design, Brand Development, Market Research, JavaScript, HTML, CSS, Social Media Consulting, Product Launch, Financial Modeling, Equity Research, Alternative Investments, Investments, Portfolio Management, Hedge Funds, Bloomberg, Equities, Fixed Income, Asset Allocation, Series 7, Valuation, Asset Management, Capital Markets, Investment Management, Microsoft Excel, Research, Series 63, Derivatives, Financial Analysis, Asset Managment, Equity Valuation
Education
Cornell University
B.A., Economics
Michelle Stitt Michelle Stitt's McDonald Investments Experience September 1998 - September 2005
Job
Industry Human Resources
Experience
Cleveland Clinic July 2011 - Present
Kelly Services September 2005 - December 2010
McDonald Investments September 1998 - September 2005
Skills
College Recruiting, Onboarding, Recruiting, Temporary Staffing, Temporary Placement, Interviews
Education
David N. Myers University 1999 — 2004
BS/BA, Business Administration
Cleveland Clinic July 2011 - Present
Kelly Services September 2005 - December 2010
McDonald Investments September 1998 - September 2005
Skills
College Recruiting, Onboarding, Recruiting, Temporary Staffing, Temporary Placement, Interviews
Education
David N. Myers University 1999 — 2004
BS/BA, Business Administration
Bill Cseplo Bill Cseplo's McDonald Investments Experience May 2002 - July 2004
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS July 2004 - Present
McDonald Investments May 2002 - July 2004
Education
Marist College 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Dublin Coffman High School 1994 — 1998
UBS July 2004 - Present
McDonald Investments May 2002 - July 2004
Education
Marist College 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Dublin Coffman High School 1994 — 1998
Christine Stanton Christine Stanton's McDonald Investments Experience April 1995 - March 1997
Job Operations and Administration Manager at Milton Fuller Housing Corporation
Industry Nonprofit Organization Management
Experience
Milton Fuller Housing Corporation April 2015 - Present
Milton Fuller Housing Corporation June 2011 - Present
Milton Fuller Housing Corporation June 2011 - Present
Autism Awareness Scarves November 2010 - Present
Autism Advocate August 2000 - Present
Self - Employed May 2008 - June 2011
Plus One August 2008 - August 2010
Fitness Works at work May 2008 - August 2010
Federal Home Loan Bank of Boston March 1997 - March 1999
McDonald Investments April 1995 - March 1997
Skills
Volunteer Management, Weight, Strength Training, Event Planning, Wellness, Event Management, Health Promotion, Fixed Income, PowerPoint, Fitness, Teaching, Weight Training, Leadership, Public Speaking, Strategic Planning, Healthcare, Newsletters, Personal Training, Staff Development, Marketing, Research, Sales, Nonprofits, Credit, Marketing Strategy, Wellness Coaching, Grant Writing, Public Relations, Community Outreach, Series 63, Salesforce.com, Marketing Communications, Coaching, Customer Service, Fitness Training, Portfolio Management, Social Media, Series 7, Social Networking, Nutritional Counseling, Banking, Operant Conditioning, Lifestyle, Fundraising, Editing, Blogging, Program Development, Nutrition, Microsoft Office, Functional Training
Education
Lasell College 2015 — 2016
Certificate in Elder Care Management, Business, Management, Marketing, and Related Support Services
Providence College 1986 — 1990
BSBA, Finance, Labor Relations
Fontbonne Academy 1982 — 1986
Thayer Academy 1980 — 1986
Milton Fuller Housing Corporation April 2015 - Present
Milton Fuller Housing Corporation June 2011 - Present
Milton Fuller Housing Corporation June 2011 - Present
Autism Awareness Scarves November 2010 - Present
Autism Advocate August 2000 - Present
Self - Employed May 2008 - June 2011
Plus One August 2008 - August 2010
Fitness Works at work May 2008 - August 2010
Federal Home Loan Bank of Boston March 1997 - March 1999
McDonald Investments April 1995 - March 1997
Skills
Volunteer Management, Weight, Strength Training, Event Planning, Wellness, Event Management, Health Promotion, Fixed Income, PowerPoint, Fitness, Teaching, Weight Training, Leadership, Public Speaking, Strategic Planning, Healthcare, Newsletters, Personal Training, Staff Development, Marketing, Research, Sales, Nonprofits, Credit, Marketing Strategy, Wellness Coaching, Grant Writing, Public Relations, Community Outreach, Series 63, Salesforce.com, Marketing Communications, Coaching, Customer Service, Fitness Training, Portfolio Management, Social Media, Series 7, Social Networking, Nutritional Counseling, Banking, Operant Conditioning, Lifestyle, Fundraising, Editing, Blogging, Program Development, Nutrition, Microsoft Office, Functional Training
Education
Lasell College 2015 — 2016
Certificate in Elder Care Management, Business, Management, Marketing, and Related Support Services
Providence College 1986 — 1990
BSBA, Finance, Labor Relations
Fontbonne Academy 1982 — 1986
Thayer Academy 1980 — 1986
Mindy Qua, AIF, CRPS's McDonald Investments Experience January 1998 - February 2007
Job Financial Advisor at McDonald Partners
Industry Investment Management
Experience
McDonald Partners May 2012 - Present
UBS Financial Services Inc. 2007 - May 2012
McDonald Investments January 1998 - February 2007
KeyCorp 1995 - 1998
Skills
401k, Series 7, Capital IQ, Series 63, Retirement Plan..., Mutual Funds, Asset Allocation, Investment Advisory, Retirement, Investment Strategies, Finance, Investments, Alternative Investments, Wealth Management, Securities, Investment Management
Education
Cleveland State University
Bachelors, Finance
McDonald Partners May 2012 - Present
UBS Financial Services Inc. 2007 - May 2012
McDonald Investments January 1998 - February 2007
KeyCorp 1995 - 1998
Skills
401k, Series 7, Capital IQ, Series 63, Retirement Plan..., Mutual Funds, Asset Allocation, Investment Advisory, Retirement, Investment Strategies, Finance, Investments, Alternative Investments, Wealth Management, Securities, Investment Management
Education
Cleveland State University
Bachelors, Finance
Courtney Fratzke Courtney Fratzke's McDonald Investments Experience May 1999 - June 2000
Job Trader II
Industry Financial Services
Experience
Fannie Mae November 2014 - Present
KeyBanc Capital Markets September 2006 - October 2014
KeyBanc Capital Markets June 2005 - September 2006
KeyBanc Capital Markets June 2003 - June 2005
KeyBanc Capital Markets June 2000 - June 2003
McDonald Investments May 1999 - June 2000
Skills
Money Market, Securities, Treasury, Bloomberg, Investment Banking, Fixed Income, Trading, Securities Lending, Portfolio Management, Capital Markets, Equities, Asset Management, Bonds, Series 7, Series 63, Investment Management, Investments, Mutual Funds, Structured Products
Education
Baldwin-Wallace College 2004 — 2009
Bachelor of Arts, Finance (major) and English (major), 2009
St. Augustine Academy 1994 — 1998
High School Diploma
Fannie Mae November 2014 - Present
KeyBanc Capital Markets September 2006 - October 2014
KeyBanc Capital Markets June 2005 - September 2006
KeyBanc Capital Markets June 2003 - June 2005
KeyBanc Capital Markets June 2000 - June 2003
McDonald Investments May 1999 - June 2000
Skills
Money Market, Securities, Treasury, Bloomberg, Investment Banking, Fixed Income, Trading, Securities Lending, Portfolio Management, Capital Markets, Equities, Asset Management, Bonds, Series 7, Series 63, Investment Management, Investments, Mutual Funds, Structured Products
Education
Baldwin-Wallace College 2004 — 2009
Bachelor of Arts, Finance (major) and English (major), 2009
St. Augustine Academy 1994 — 1998
High School Diploma
Thomas McNeill Thomas McNeill's McDonald Investments Experience February 2002 - December 2006
Job Branch Manager at LPL Financial LLC
Industry Financial Services
Experience
LPL Financial LLC December 2007 - Present
Key Investment Services January 2007 - December 2008
McDonald Investments February 2002 - December 2006
NCR Corporation February 1980 - December 2000
Skills
Finance, Securities, Insurance, Strategic Planning, Sales, Sales Management, Leadership, Series 63, Customer Service, FINRA, Investments, Business Development, Executive Management
Education
Weatherhead School of Management at Case Western Reserve University 1980 — 1985
MBA, Information Technology
John Carroll University 1973 — 1977
BA, English
LPL Financial LLC December 2007 - Present
Key Investment Services January 2007 - December 2008
McDonald Investments February 2002 - December 2006
NCR Corporation February 1980 - December 2000
Skills
Finance, Securities, Insurance, Strategic Planning, Sales, Sales Management, Leadership, Series 63, Customer Service, FINRA, Investments, Business Development, Executive Management
Education
Weatherhead School of Management at Case Western Reserve University 1980 — 1985
MBA, Information Technology
John Carroll University 1973 — 1977
BA, English
Keri Marlink Keri Marlink's McDonald Investments Experience 1995 - 1998
Job Vice President, KeyCorp, Finance Manager, Forecasting & Planning
Industry Banking
Experience
KeyCorp November 2007 - Present
KeyCorp 2004 - Present
KeyCorp March 2004 - October 2007
KeyCorp October 1998 - March 2004
McDonald Investments 1995 - 1998
Skills
Banking, Finance, Financial Analysis, Financial Modeling, Forecasting, Accounting, Financial Services, Internal Controls, Management, Loans, Investments, Financial Planning
Education
Baldwin Wallace University 1992 — 1995
KeyCorp November 2007 - Present
KeyCorp 2004 - Present
KeyCorp March 2004 - October 2007
KeyCorp October 1998 - March 2004
McDonald Investments 1995 - 1998
Skills
Banking, Finance, Financial Analysis, Financial Modeling, Forecasting, Accounting, Financial Services, Internal Controls, Management, Loans, Investments, Financial Planning
Education
Baldwin Wallace University 1992 — 1995
David Ridenour David Ridenour's McDonald Investments Experience December 1994 - January 2000
Job VP Division Manager of EDM at KeyBank
Industry Financial Services
Experience
KeyBank December 1994 - Present
McDonald Investments December 1994 - January 2000
Cole Management Services August 1993 - December 1994
LDA Systems March 1991 - August 1993
Leaseway Technology April 1987 - March 1991
Skills
Disaster Recovery, IT Strategy, Business Analysis, Enterprise Architecture, Oracle, Vendor Management, SDLC, ITIL, SQL, Process Improvement, Microsoft SQL Server, Sybase, Databases, DB2, Data Warehousing, Unix, Visio
Education
Cleveland State University 1982 — 1987
BS, CIS
Lake Catholic 1978 — 1982
HS
KeyBank December 1994 - Present
McDonald Investments December 1994 - January 2000
Cole Management Services August 1993 - December 1994
LDA Systems March 1991 - August 1993
Leaseway Technology April 1987 - March 1991
Skills
Disaster Recovery, IT Strategy, Business Analysis, Enterprise Architecture, Oracle, Vendor Management, SDLC, ITIL, SQL, Process Improvement, Microsoft SQL Server, Sybase, Databases, DB2, Data Warehousing, Unix, Visio
Education
Cleveland State University 1982 — 1987
BS, CIS
Lake Catholic 1978 — 1982
HS
Alan Eisberg's McDonald Investments Experience 1994 - 1996
Job President, Principal Consultant at JNB Consulting LLC
Industry Information Technology and Services
Experience
JNB Consulting LLC 2010 - Present
Joy Global 2006 - 2010
Alcoa CSI 1998 - 2006
Dow AgroSciences 1996 - 1998
McDonald Investments 1994 - 1996
Unified Management 1987 - 1992
Skills
Change Management, Vendor Management, Program Management, Business Process, Business Intelligence, Consulting, Management, Strategy, Business Strategy, Start-ups, Project Planning, Project Management, Executive Management
Education
Butler University 1978 — 1981
BS, Computer Science
JNB Consulting LLC 2010 - Present
Joy Global 2006 - 2010
Alcoa CSI 1998 - 2006
Dow AgroSciences 1996 - 1998
McDonald Investments 1994 - 1996
Unified Management 1987 - 1992
Skills
Change Management, Vendor Management, Program Management, Business Process, Business Intelligence, Consulting, Management, Strategy, Business Strategy, Start-ups, Project Planning, Project Management, Executive Management
Education
Butler University 1978 — 1981
BS, Computer Science
Craig Lucas's McDonald Investments Experience 1997 - 2002
Job VP/Member Development at Corporate United | Indirect Spend Management
Industry Logistics and Supply Chain
Experience
Corporate United March 2007 - Present
Thunderbird School of Global Management 2010 - Present
Kent State University March 2004 - June 2013
Friends of Breakthrough Schools 2007 - September 2012
Robert W. Baird & Co. July 2002 - November 2005
McDonald Investments 1997 - 2002
Skills
Contract Management, Group Purchasing, Contract Negotiation, Procurement, Cost Reduction, Issue Resolution, Strategic Thinking, Public Speaking, Purchasing, Sales, Strategic Sourcing, Strategy, Entrepreneurship, Supply Chain Management, Management, Human Resources, Project Planning, Cross-functional Team..., Global Sourcing, Negotiation, Business Development, Fundraising, Strategic Planning, Leadership, Process Improvement
Education
Kent State University 1984 — 1986
BBA, Marketing
Walt Disney World College Program
Baldwin-Wallace College 1982 — 1984
Strongsville High School 1980 — 1982
Corporate United March 2007 - Present
Thunderbird School of Global Management 2010 - Present
Kent State University March 2004 - June 2013
Friends of Breakthrough Schools 2007 - September 2012
Robert W. Baird & Co. July 2002 - November 2005
McDonald Investments 1997 - 2002
Skills
Contract Management, Group Purchasing, Contract Negotiation, Procurement, Cost Reduction, Issue Resolution, Strategic Thinking, Public Speaking, Purchasing, Sales, Strategic Sourcing, Strategy, Entrepreneurship, Supply Chain Management, Management, Human Resources, Project Planning, Cross-functional Team..., Global Sourcing, Negotiation, Business Development, Fundraising, Strategic Planning, Leadership, Process Improvement
Education
Kent State University 1984 — 1986
BBA, Marketing
Walt Disney World College Program
Baldwin-Wallace College 1982 — 1984
Strongsville High School 1980 — 1982
Cynthia McHugh, CFP®, CRPS® Cynthia McHugh, CFP®, CRPS®'s McDonald Investments Experience April 1992 - May 2005
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2005 - Present
McDonald Investments April 1992 - May 2005
Prescott Ball & Turben 1983 - 1992
Skills
Investments
Education
Baldwin Wallace University
Wells Fargo Advisors, LLC May 2005 - Present
McDonald Investments April 1992 - May 2005
Prescott Ball & Turben 1983 - 1992
Skills
Investments
Education
Baldwin Wallace University
John Kresila John Kresila's McDonald Investments Experience December 1993 - February 1996
Job Treasurer at The Universal Steel Company of Pennsylvania
Industry Financial Services
Experience
Universal Steel Company September 2013 - Present
CR Construction Company September 2013 - Present
Marlin Mechanical LLC September 2013 - Present
The Universal Steel Company of Pennsylvania September 2013 - Present
Columbia National Group, Inc. January 1998 - Present
Host Marriott February 1996 - December 1997
McDonald Investments December 1993 - February 1996
Skills
Accounting, Corporate Tax, Insurance, Employee Benefits, Risk Management, Cash Management, Finance, Budgeting, Analysis, Banking, Budgets, Financial Accounting, Financial Analysis, Financial Statements, Leadership, Management, P, PeopleSoft, Strategic Planning
Education
Kent State University 1989 — 1999
Universal Steel Company September 2013 - Present
CR Construction Company September 2013 - Present
Marlin Mechanical LLC September 2013 - Present
The Universal Steel Company of Pennsylvania September 2013 - Present
Columbia National Group, Inc. January 1998 - Present
Host Marriott February 1996 - December 1997
McDonald Investments December 1993 - February 1996
Skills
Accounting, Corporate Tax, Insurance, Employee Benefits, Risk Management, Cash Management, Finance, Budgeting, Analysis, Banking, Budgets, Financial Accounting, Financial Analysis, Financial Statements, Leadership, Management, P, PeopleSoft, Strategic Planning
Education
Kent State University 1989 — 1999
Alyson Austin, MBA Alyson Austin, MBA's McDonald Investments Experience November 2005 - January 2007
Job Practice Manager at Maclendon Wealth Management
Industry Financial Services
Experience
Maclendon Wealth Management October 2011 - Present
Wells Fargo Advisors October 2008 - September 2011
Merrill Lynch January 2007 - October 2008
McDonald Investments November 2005 - January 2007
Merrill Lynch May 1999 - October 2005
Skills
Project Management, Maintaining Strong..., Risk Assessment, Portfolio Management, Account Management, Investment Strategies, Compliance, Wealth Management, Recruiting, RIA
Education
John Carroll University 2009 — 2011
MBA, Marketing
Pace University - Lubin School of Business 2000 — 2004
BBA, Business Economics & International Marketing
Maclendon Wealth Management October 2011 - Present
Wells Fargo Advisors October 2008 - September 2011
Merrill Lynch January 2007 - October 2008
McDonald Investments November 2005 - January 2007
Merrill Lynch May 1999 - October 2005
Skills
Project Management, Maintaining Strong..., Risk Assessment, Portfolio Management, Account Management, Investment Strategies, Compliance, Wealth Management, Recruiting, RIA
Education
John Carroll University 2009 — 2011
MBA, Marketing
Pace University - Lubin School of Business 2000 — 2004
BBA, Business Economics & International Marketing
Janet Gowan Janet Gowan's McDonald Investments Experience May 2001 - May 2002
Job VP, Digital Domain BA Manager at KeyBank
Industry Financial Services
Experience
KeyBank February 2014 - Present
KeyBank July 2010 - Present
KeyBank December 2007 - June 2010
KeyBank April 2006 - December 2007
KeyBank November 2004 - March 2006
KeyBank February 2003 - November 2004
McDonald Investments May 2001 - May 2002
McDonald Investments February 1999 - May 2001
Key Investments February 1996 - February 1999
Skills
Wealth Management, Banking
Education
Marquette University 1988 — 1992
French, French & Business
Marquette University 1988 — 1992
BA, French, Business
KeyBank February 2014 - Present
KeyBank July 2010 - Present
KeyBank December 2007 - June 2010
KeyBank April 2006 - December 2007
KeyBank November 2004 - March 2006
KeyBank February 2003 - November 2004
McDonald Investments May 2001 - May 2002
McDonald Investments February 1999 - May 2001
Key Investments February 1996 - February 1999
Skills
Wealth Management, Banking
Education
Marquette University 1988 — 1992
French, French & Business
Marquette University 1988 — 1992
BA, French, Business
Michelle Bryant's McDonald Investments Experience March 1998 - August 2005
Job Financial Services Professional
Industry Financial Services
Experience
Raymond James & Associates August 2005 - Present
McDonald Investments March 1998 - August 2005
Merrill Lynch August 1992 - March 1998
Skills
Retirement Planning, Investments, Finance, Financial Advisory, Securities, Estate Planning, Wealth Management, Mutual Funds, Series 7, Managerial Finance, Project Planning, Strategic Financial...
Education
Indiana University South Bend
Raymond James & Associates August 2005 - Present
McDonald Investments March 1998 - August 2005
Merrill Lynch August 1992 - March 1998
Skills
Retirement Planning, Investments, Finance, Financial Advisory, Securities, Estate Planning, Wealth Management, Mutual Funds, Series 7, Managerial Finance, Project Planning, Strategic Financial...
Education
Indiana University South Bend
Jo Coulson Jo Coulson's McDonald Investments Experience 1993 - 2000
Job Consultant, Experienced L & D Executive for Fortune 500 organizations
Industry Human Resources
Experience
SweetRush May 2011 - Present
Strategic Leadership Forum of the Carolinas 2010 - Present
J-etc. Art Originals January 2008 - Present
General Physics Corporation December 2010 - April 2011
Wachovia Corporation 2000 - 2008
McDonald Investments 1993 - 2000
Skills
Executive Coaching, Change Leadership, Leadership Development, Organizational..., Performance Management, Organizational..., Coaching, HR Strategy, Executive Development, Change Management, Strategic Planning, Leadership, Talent Management, Culture Change, Management Consulting, Succession Planning, Instructional Design, Personnel Management, Consulting, Employee Training, E-Learning, Management, Performance Improvement, Organizational Design, Human Resources, Business Development, Strategy, Technology Needs..., Performance Consulting, Blended Learning, Career Development, Needs Analysis, Workshop Facilitation, Training, Employee Engagement
Education
SII-Wharton, U of Pennsylvania 1997 — 2000
Security Industry Institute Certificate, Security Industry Institute
University of Toledo 1966 — 1968
Education
Capital University
BA, Human Resource Development
SweetRush May 2011 - Present
Strategic Leadership Forum of the Carolinas 2010 - Present
J-etc. Art Originals January 2008 - Present
General Physics Corporation December 2010 - April 2011
Wachovia Corporation 2000 - 2008
McDonald Investments 1993 - 2000
Skills
Executive Coaching, Change Leadership, Leadership Development, Organizational..., Performance Management, Organizational..., Coaching, HR Strategy, Executive Development, Change Management, Strategic Planning, Leadership, Talent Management, Culture Change, Management Consulting, Succession Planning, Instructional Design, Personnel Management, Consulting, Employee Training, E-Learning, Management, Performance Improvement, Organizational Design, Human Resources, Business Development, Strategy, Technology Needs..., Performance Consulting, Blended Learning, Career Development, Needs Analysis, Workshop Facilitation, Training, Employee Engagement
Education
SII-Wharton, U of Pennsylvania 1997 — 2000
Security Industry Institute Certificate, Security Industry Institute
University of Toledo 1966 — 1968
Education
Capital University
BA, Human Resource Development
Catherine Vaughan Catherine Vaughan's McDonald Investments Experience October 1984 - January 2001
Job Owner, Home Instead Senior Care
Industry Hospital & Health Care
Experience
Home Instead Senior Care January 2010 - Present
Taktix Solutions February 2009 - December 2009
Stifel Nicolaus September 2007 - February 2009
LaSalle Financial Services November 2004 - September 2007
McDonald Investments October 1984 - January 2001
Skills
Long-term Care, Coaching, Public Speaking, Small Business, Elder Care, Home Care, Healthcare, Aging in Place, Strategic Planning, Hospitals, Nonprofits, Case Management, Compassion, Seniors, Social Networking, Social Services, Management, Public Relations, Caregiving, Case Managment, Marketing Strategy
Education
Arizona State University 1979 — 1980
BS, Public Programs
Oregon State University 1976 — 1979
Home Instead Senior Care January 2010 - Present
Taktix Solutions February 2009 - December 2009
Stifel Nicolaus September 2007 - February 2009
LaSalle Financial Services November 2004 - September 2007
McDonald Investments October 1984 - January 2001
Skills
Long-term Care, Coaching, Public Speaking, Small Business, Elder Care, Home Care, Healthcare, Aging in Place, Strategic Planning, Hospitals, Nonprofits, Case Management, Compassion, Seniors, Social Networking, Social Services, Management, Public Relations, Caregiving, Case Managment, Marketing Strategy
Education
Arizona State University 1979 — 1980
BS, Public Programs
Oregon State University 1976 — 1979
Damion Crannis Damion Crannis's McDonald Investments Experience September 1997 - February 2007
Job Wealth Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. February 2007 - Present
McDonald Investments September 1997 - February 2007
Education
Miami University 1993 — 1997
BS Finance & Marketing
Lake Ridge Academy 1990 — 1993
UBS Financial Services Inc. February 2007 - Present
McDonald Investments September 1997 - February 2007
Education
Miami University 1993 — 1997
BS Finance & Marketing
Lake Ridge Academy 1990 — 1993
Devon Main, CRPS's McDonald Investments Experience 2001 - January 2005
Job Financial Services Professional at Mass Mutual Financial Group
Industry Financial Services
Experience
Mutual of America January 2005 - October 2009
McDonald Investments 2001 - January 2005
Acacia Ameritas 1997 - 2001
Skills
IRAs, Disability Insurance, Long Term Care Insurance, Investments, Roth IRA, Insurance, Financial Planners, 401k, Pensions, Securities, Asset Allocation, Defined Benefit, 401k Rollovers, Retirement Plan..., Employee Benefits, Retirement, Deferred Compensation, 529 Plans, 403 b, Financial Services, Life Insurance, Fixed Annuities, Series 7, 457 Plans, Series 63, Finance, Mutual Funds, Bonds, Stocks, Simple IRA, Term Life Insurance, SEP, IRA's, Annuities, 403 (b)
Education
Arizona State University 1994 — 1999
Horizon High School 1990 — 1994
College for Financial Planning
CRPS, Chartered Retirement Plan Specialist
The American College
Mutual of America January 2005 - October 2009
McDonald Investments 2001 - January 2005
Acacia Ameritas 1997 - 2001
Skills
IRAs, Disability Insurance, Long Term Care Insurance, Investments, Roth IRA, Insurance, Financial Planners, 401k, Pensions, Securities, Asset Allocation, Defined Benefit, 401k Rollovers, Retirement Plan..., Employee Benefits, Retirement, Deferred Compensation, 529 Plans, 403 b, Financial Services, Life Insurance, Fixed Annuities, Series 7, 457 Plans, Series 63, Finance, Mutual Funds, Bonds, Stocks, Simple IRA, Term Life Insurance, SEP, IRA's, Annuities, 403 (b)
Education
Arizona State University 1994 — 1999
Horizon High School 1990 — 1994
College for Financial Planning
CRPS, Chartered Retirement Plan Specialist
The American College
David S. Bard CRPS, AIF David S. Bard CRPS, AIF's McDonald Investments Experience May 1999 - February 2004
Job Senior Consultant at Westminster Consulting
Industry Financial Services
Experience
Westminster Consulting, LLC January 2012 - Present
Courier Capital Corporation March 2008 - January 2012
Smith Barney February 2004 - December 2007
McDonald Investments May 1999 - February 2004
CIBC Oppenheimer September 1993 - May 1999
Skills
Series 7, 401k, Investments, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Securities, Series 63, Asset Allocation, Retirement, Portfolio Management, Asset Managment, Alternative Investments, Equities
Education
Hobart and William Smith Colleges 1990 — 1993
BA, Economics
Riverdale Country School 1980 — 1989
Westminster Consulting, LLC January 2012 - Present
Courier Capital Corporation March 2008 - January 2012
Smith Barney February 2004 - December 2007
McDonald Investments May 1999 - February 2004
CIBC Oppenheimer September 1993 - May 1999
Skills
Series 7, 401k, Investments, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Securities, Series 63, Asset Allocation, Retirement, Portfolio Management, Asset Managment, Alternative Investments, Equities
Education
Hobart and William Smith Colleges 1990 — 1993
BA, Economics
Riverdale Country School 1980 — 1989
Pamela Essex Pamela Essex's McDonald Investments Experience 2000 - 2007
Job Senior Vice President Investments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2011 - Present
UBS Financial Services February 2007 - March 2011
Delaware County Board of Developmental Disabilities 2006 - 2008
McDonald Investments 2000 - 2007
Key Bank 1993 - 1996
CentralTrust of Northeastern Ohio 1991 - 1993
Bank One 1990 - 1993
Salomon Smith Barney 1986 - 1990
Verifications, Inc. 1984 - 1986
Skills
Retirement Planning, Retirement, Investments, Mutual Funds, Asset Allocation, Equities, Bonds, Fixed Income, Fixed Annuities, Variable Annuities, Alternative Investments
Education
The Ohio State University 1980 — 1982
BA, Spanish
Cuyahoga Community College 1979 — 1980
General Studies
East Carolina University 1977 — 1979
General Studies
Hathaway Brown
Orange High School
Pinecrest High School
Wells Fargo Advisors, LLC February 2011 - Present
UBS Financial Services February 2007 - March 2011
Delaware County Board of Developmental Disabilities 2006 - 2008
McDonald Investments 2000 - 2007
Key Bank 1993 - 1996
CentralTrust of Northeastern Ohio 1991 - 1993
Bank One 1990 - 1993
Salomon Smith Barney 1986 - 1990
Verifications, Inc. 1984 - 1986
Skills
Retirement Planning, Retirement, Investments, Mutual Funds, Asset Allocation, Equities, Bonds, Fixed Income, Fixed Annuities, Variable Annuities, Alternative Investments
Education
The Ohio State University 1980 — 1982
BA, Spanish
Cuyahoga Community College 1979 — 1980
General Studies
East Carolina University 1977 — 1979
General Studies
Hathaway Brown
Orange High School
Pinecrest High School
John C. Lipaj John C. Lipaj's McDonald Investments Experience January 1994 - February 2007
Job Financial Advisor & President at True North Planning
Industry Investment Management
Experience
True North Planning February 2014 - Present
McDonald Partners May 2009 - February 2014
UBS Wealth Management February 2007 - May 2009
McDonald Investments January 1994 - February 2007
McDonald Investments 1985 - 1987
Skills
Asset Allocation, Investments, Investment Strategies, Investment Management, Portfolio Management, Retirement, Strategic Financial..., Series 7, Bonds, Investment Advisory, Pensions, Mutual Funds, Wealth Management, Securities, Retirement Planning, Wealth Accumulation, Financial Risk, Estate Planning, Series 63, Capital Markets, Alternative Investments, 401k, Equities, Finance
Education
Cleveland State University 1982 — 1984
BA, Economics
Bowling Green State University 1979 — 1982
Political Science
True North Planning February 2014 - Present
McDonald Partners May 2009 - February 2014
UBS Wealth Management February 2007 - May 2009
McDonald Investments January 1994 - February 2007
McDonald Investments 1985 - 1987
Skills
Asset Allocation, Investments, Investment Strategies, Investment Management, Portfolio Management, Retirement, Strategic Financial..., Series 7, Bonds, Investment Advisory, Pensions, Mutual Funds, Wealth Management, Securities, Retirement Planning, Wealth Accumulation, Financial Risk, Estate Planning, Series 63, Capital Markets, Alternative Investments, 401k, Equities, Finance
Education
Cleveland State University 1982 — 1984
BA, Economics
Bowling Green State University 1979 — 1982
Political Science
Jim Hyre, CAP®/Certified Financial Planner™ Jim Hyre, CAP®/Certified Financial Planner™'s McDonald Investments Experience 2000 - 2005
Job Business Owner/Financial Advisor guiding business owners, professionals and executives to realize their financial goals.
Industry Financial Services
Experience
Hyre Personal Wealth Advisors 2005 - Present
Upper Arlington Chamber of Commerce September 2009 - Present
Upper Arlington Rotary January 2008 - Present
McDonald Investments 2000 - 2005
A.G. Edwards & Sons, Inc. 1996 - 2000
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investments, Estate Planning, Retirement, Portfolio Management, Wealth, Financial Planners, Investment Management, Financial Advisory, Investment Advisory, Insurance, Fixed Annuities, Mutual Funds, Life Insurance, Health Insurance, Leadership, Financial Services, Investment Strategies, Series 7, Asset Management, Term Life Insurance, Small Business, Asset Allocation, Management, Employee Benefits, Asset Managment, Finance, 401k, Disability Insurance, Series 63, Long-term Care, Alternative Investments, Pensions, Defined Benefit, Charitable Gifting..., Insurance Planning, Financial Planning, Charitable Giving..., Succession Planning, Securities, Tax, Financial Analysis
Education
The Chartered Advisor in Philanthropy Program 2014 — 2015
The Ohio State University - The Max M. Fisher College of Business 1987 — 1990
Bachelor of Science (B.S.), Finance / Business Administration / Marketing
College for Financial Planning
CFP(R), CERTIFIED FINANCIAL PLANNER™ Program
Hyre Personal Wealth Advisors 2005 - Present
Upper Arlington Chamber of Commerce September 2009 - Present
Upper Arlington Rotary January 2008 - Present
McDonald Investments 2000 - 2005
A.G. Edwards & Sons, Inc. 1996 - 2000
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investments, Estate Planning, Retirement, Portfolio Management, Wealth, Financial Planners, Investment Management, Financial Advisory, Investment Advisory, Insurance, Fixed Annuities, Mutual Funds, Life Insurance, Health Insurance, Leadership, Financial Services, Investment Strategies, Series 7, Asset Management, Term Life Insurance, Small Business, Asset Allocation, Management, Employee Benefits, Asset Managment, Finance, 401k, Disability Insurance, Series 63, Long-term Care, Alternative Investments, Pensions, Defined Benefit, Charitable Gifting..., Insurance Planning, Financial Planning, Charitable Giving..., Succession Planning, Securities, Tax, Financial Analysis
Education
The Chartered Advisor in Philanthropy Program 2014 — 2015
The Ohio State University - The Max M. Fisher College of Business 1987 — 1990
Bachelor of Science (B.S.), Finance / Business Administration / Marketing
College for Financial Planning
CFP(R), CERTIFIED FINANCIAL PLANNER™ Program
Michael Sava, CFP®, CIMA® Michael Sava, CFP®, CIMA®'s McDonald Investments Experience 2000 - 2003
Job Private Wealth Manager at FirsTrust, LLC
Industry Financial Services
Experience
FirsTrust, LLC January 2014 - Present
Henssler Financial 2012 - 2013
College for Financial Planning 2010 - 2011
AMT Homes 2009 - 2011
Merrill Lynch, Private Banking and Investment Group 2005 - 2009
CFA Institute 2003 - 2005
McDonald Investments 2000 - 2003
Smith Barney 1993 - 2000
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Investment Policy, Asset Allocation, Risk Management, Tax Planning, Estate Planning, Qualified Retirement..., Alternative Investments
Education
University of Wisconsin-Madison
BA, International Relations-Economics
College for Financial Planning
Certified Financial Planner Program
FirsTrust, LLC January 2014 - Present
Henssler Financial 2012 - 2013
College for Financial Planning 2010 - 2011
AMT Homes 2009 - 2011
Merrill Lynch, Private Banking and Investment Group 2005 - 2009
CFA Institute 2003 - 2005
McDonald Investments 2000 - 2003
Smith Barney 1993 - 2000
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Investment Policy, Asset Allocation, Risk Management, Tax Planning, Estate Planning, Qualified Retirement..., Alternative Investments
Education
University of Wisconsin-Madison
BA, International Relations-Economics
College for Financial Planning
Certified Financial Planner Program
Dave DiFranco's McDonald Investments Experience 1995 - 1997
Job Senior Vice President at Industrial Growth Partners
Industry Venture Capital & Private Equity
Experience
Industrial Growth Partners April 2012 - Present
Blue Point Capital Partners 2000 - March 2012
Jet Network International 1999 - 2000
McDonald Investments 1995 - 1997
Banc One 1993 - 1995
Turner Construction Company 1992 - 1993
Education
Vanderbilt University - Owen GSOM 1997 — 1999
MBA, General Management
Boston College 1988 — 1992
BS, Finance
St. Ignatius High School 1984 — 1988
Cleveland, OH
Industrial Growth Partners April 2012 - Present
Blue Point Capital Partners 2000 - March 2012
Jet Network International 1999 - 2000
McDonald Investments 1995 - 1997
Banc One 1993 - 1995
Turner Construction Company 1992 - 1993
Education
Vanderbilt University - Owen GSOM 1997 — 1999
MBA, General Management
Boston College 1988 — 1992
BS, Finance
St. Ignatius High School 1984 — 1988
Cleveland, OH
John Marx's McDonald Investments Experience August 1996 - December 1999
Job Program Manager, Wealth Management Services at Elevations C.U. available through CUSO Fin. Svcs LP(Member FINRA/SIPC)
Industry Financial Services
Experience
Bank of the West April 2011 - October 2011
Fifth Third Securities December 2010 - April 2011
Ohio National December 2005 - January 2009
National City Bank April 2005 - December 2005
Nationwide Financial January 2000 - March 2005
McDonald Investments August 1996 - December 1999
Invest Financial February 1995 - October 1996
Skills
Series 7, Series 8, Series 65, Series 53, Series 24
Education
Miami University 1981 — 1984
Business, Marketing
Kansas State University 1980 — 1981
Business
Bank of the West April 2011 - October 2011
Fifth Third Securities December 2010 - April 2011
Ohio National December 2005 - January 2009
National City Bank April 2005 - December 2005
Nationwide Financial January 2000 - March 2005
McDonald Investments August 1996 - December 1999
Invest Financial February 1995 - October 1996
Skills
Series 7, Series 8, Series 65, Series 53, Series 24
Education
Miami University 1981 — 1984
Business, Marketing
Kansas State University 1980 — 1981
Business
Lillian Shaughnessy-Realph Lillian Shaughnessy-Realph's McDonald Investments Experience 1984 - 1991
Job Retirement Plan Counselor at Empower Retirement
Industry Financial Services
Experience
Empower Retirement January 2015 - Present
Great-West Retirement Services November 2003 - Present
Fidelity Investments 1991 - 2003
Fidelity Investments 1993 - 1998
McDonald Investments 1984 - 1991
Education
Franklin University 2005 — 2013
Bachelor's degree, Human Resources Management & Business Administration, Magna Cum Laude
Empower Retirement January 2015 - Present
Great-West Retirement Services November 2003 - Present
Fidelity Investments 1991 - 2003
Fidelity Investments 1993 - 1998
McDonald Investments 1984 - 1991
Education
Franklin University 2005 — 2013
Bachelor's degree, Human Resources Management & Business Administration, Magna Cum Laude
Carol Lavelle Carol Lavelle's McDonald Investments Experience January 2000 - October 2003
Job at McDonald Partners LLC
Industry Financial Services
Experience
McDonald Partners LLC February 2011 - Present
Chapman and Chapman November 2008 - February 2011
McManamon Insurance February 2006 - November 2008
McDonald Investments January 2000 - October 2003
McDonald Investments September 1997 - January 2000
Skills
Series 7, Retirement Plan..., Employee Benefits, 401k, Human Resources
Education
Cleveland State University
Bachelors Degree, Business Administration - Management & Labor/Human Resources
Rocky River High School
McDonald Partners LLC February 2011 - Present
Chapman and Chapman November 2008 - February 2011
McManamon Insurance February 2006 - November 2008
McDonald Investments January 2000 - October 2003
McDonald Investments September 1997 - January 2000
Skills
Series 7, Retirement Plan..., Employee Benefits, 401k, Human Resources
Education
Cleveland State University
Bachelors Degree, Business Administration - Management & Labor/Human Resources
Rocky River High School
Susan Herendeen, CFP® Susan Herendeen, CFP®'s McDonald Investments Experience 1996 - 2005
Job Tompkins Financial Advisors
Industry Financial Services
Experience
Tompkins Financial Advisors November 2009 - Present
Ensemble Financial Services 2006 - 2009
McDonald Investments 1996 - 2005
Education
Alfred University 1992 — 1996
B.S., Business Administration
GlenOak High School
Tompkins Financial Advisors November 2009 - Present
Ensemble Financial Services 2006 - 2009
McDonald Investments 1996 - 2005
Education
Alfred University 1992 — 1996
B.S., Business Administration
GlenOak High School
Thomas Kne Thomas Kne's McDonald Investments Experience 2003 - 2005
Job Asia Trader, International Equities at Victory Capital Management
Industry Financial Services
Experience
Victory Capital Management 2006 - Present
McDonald Investments 2003 - 2005
Skills
Asset Management, Series 7, Mutual Funds, Series 63, Asset Allocation, Trading, Investments, Equities, Alternative Investments
Education
Baldwin Wallace University 1991 — 1995
Lakewood High School 1989 — 1993
Victory Capital Management 2006 - Present
McDonald Investments 2003 - 2005
Skills
Asset Management, Series 7, Mutual Funds, Series 63, Asset Allocation, Trading, Investments, Equities, Alternative Investments
Education
Baldwin Wallace University 1991 — 1995
Lakewood High School 1989 — 1993
Jennifer Hagele Jennifer Hagele's McDonald Investments Experience June 1998 - January 2000
Job Business Development Consultant
Industry Financial Services
Experience
HHL Group, Inc. November 2009 - December 2010
Ninth Street Company January 2009 - December 2010
K&M International, Inc. January 2000 - September 2008
McDonald Investments June 1998 - January 2000
Boykin Lodging Company June 1997 - May 1998
Arthur Andersen September 1994 - May 1997
Skills
Coaching, Public Speaking, Event Planning, Public Relations, Team Building, Small Business, Customer Service, Financial Analysis, Financial Reporting, Business Strategy, New Business Development, Business Planning, Strategic Planning, Budget Process, Process Improvement, Holistic Education, Accounting
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 1998
MBA, Finance
Miami University 1990 — 1994
BS, Accounting
HHL Group, Inc. November 2009 - December 2010
Ninth Street Company January 2009 - December 2010
K&M International, Inc. January 2000 - September 2008
McDonald Investments June 1998 - January 2000
Boykin Lodging Company June 1997 - May 1998
Arthur Andersen September 1994 - May 1997
Skills
Coaching, Public Speaking, Event Planning, Public Relations, Team Building, Small Business, Customer Service, Financial Analysis, Financial Reporting, Business Strategy, New Business Development, Business Planning, Strategic Planning, Budget Process, Process Improvement, Holistic Education, Accounting
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 1998
MBA, Finance
Miami University 1990 — 1994
BS, Accounting
Laura DelMonte's McDonald Investments Experience December 2005 - February 2007
Job Regional Administrative Assistant at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services 2007 - Present
UBS February 2007 - July 2009
McDonald Investments December 2005 - February 2007
KeyCorp 1996 - 2007
Key Bank January 2005 - December 2005
Victory Capital Management July 2000 - December 2005
Key Corp Real Estate Capital Markets Fannie Mae DUS 1999 - 2000
National City Bank 1990 - 1996
Skills
Project Management, Nonprofits, Budgets, Training, Strategic Planning, Series 7, Sales, Access, Leadership, Event Planning, Team Building, Human Resources
Education
Ohio University 2002 — 2005
Bachelors, Communications
Cuyahoga Community College 1983 — 2003
N/A, Business Management
UBS Financial Services 2007 - Present
UBS February 2007 - July 2009
McDonald Investments December 2005 - February 2007
KeyCorp 1996 - 2007
Key Bank January 2005 - December 2005
Victory Capital Management July 2000 - December 2005
Key Corp Real Estate Capital Markets Fannie Mae DUS 1999 - 2000
National City Bank 1990 - 1996
Skills
Project Management, Nonprofits, Budgets, Training, Strategic Planning, Series 7, Sales, Access, Leadership, Event Planning, Team Building, Human Resources
Education
Ohio University 2002 — 2005
Bachelors, Communications
Cuyahoga Community College 1983 — 2003
N/A, Business Management
Richard Eastburn's McDonald Investments Experience 1996 - 2007
Job Financial Advisor, Vice President Wealth Management UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services Inc. 1985 - Present
McDonald Investments 1996 - 2007
The Ohio Company July 1985 - January 1996
Skills
Wealth Management, Investments, Retirement Planning, Strategic Financial..., Investment Advisory, Portfolio Management, Financial Analysis, Series 7, Asset Management, Estate Planning, Strategic Planning
Education
Cleveland State University 1970 — 1976
Bachelor of Arts (BA)
UBS Financial Services Inc. 1985 - Present
McDonald Investments 1996 - 2007
The Ohio Company July 1985 - January 1996
Skills
Wealth Management, Investments, Retirement Planning, Strategic Financial..., Investment Advisory, Portfolio Management, Financial Analysis, Series 7, Asset Management, Estate Planning, Strategic Planning
Education
Cleveland State University 1970 — 1976
Bachelor of Arts (BA)
Brent Silver's McDonald Investments Experience June 2004 - February 2007
Job Product Manager at PNC Investments
Industry Investment Management
Experience
PNC Investments April 2011 - Present
Lineweaver Financial Group February 2009 - April 2011
National City Private Client Group March 2007 - November 2008
McDonald Investments June 2004 - February 2007
McDonald Investments November 2001 - May 2004
H&R Block Financial Advisors July 2000 - November 2001
Skills
Alternative Investments, Asset Allocation, Asset Management, Due Diligence, Finance, Investment Management, Investment Strategies, Investment Products, Investments, Mutual Funds, Managed Money, Portfolio Management, Product Development, Product Management, Separately Managed..., Series 7, Series 66, Series 63, Unified Managed Accounts, Wealth Management
Education
John Carroll University 2006 — 2008
MBA, Finance
Miami University 1996 — 2000
Bachelor of Science in Business, Finance
Mayfield High School 1990 — 1996
PNC Investments April 2011 - Present
Lineweaver Financial Group February 2009 - April 2011
National City Private Client Group March 2007 - November 2008
McDonald Investments June 2004 - February 2007
McDonald Investments November 2001 - May 2004
H&R Block Financial Advisors July 2000 - November 2001
Skills
Alternative Investments, Asset Allocation, Asset Management, Due Diligence, Finance, Investment Management, Investment Strategies, Investment Products, Investments, Mutual Funds, Managed Money, Portfolio Management, Product Development, Product Management, Separately Managed..., Series 7, Series 66, Series 63, Unified Managed Accounts, Wealth Management
Education
John Carroll University 2006 — 2008
MBA, Finance
Miami University 1996 — 2000
Bachelor of Science in Business, Finance
Mayfield High School 1990 — 1996
David Schafer David Schafer's McDonald Investments Experience November 1999 - December 2000
Job DIrector of Operations at PNC Investments
Industry Financial Services
Experience
PNC Investments June 2009 - Present
Key Bank & McDonald Investments January 2001 - July 2008
McDonald Investments November 1999 - December 2000
McDonald Investments April 1985 - October 1999
Skills
Leadership, Series 7, Equities, Asset Managment, Banking, Investments, Securities, Series 63, Mutual Funds, Portfolio Management, Series 24
Education
Baldwin-Wallace College 1980 — 1984
Bachelor of Arts, Business Administration
Avon High 1976 — 1980
PNC Investments June 2009 - Present
Key Bank & McDonald Investments January 2001 - July 2008
McDonald Investments November 1999 - December 2000
McDonald Investments April 1985 - October 1999
Skills
Leadership, Series 7, Equities, Asset Managment, Banking, Investments, Securities, Series 63, Mutual Funds, Portfolio Management, Series 24
Education
Baldwin-Wallace College 1980 — 1984
Bachelor of Arts, Business Administration
Avon High 1976 — 1980
Julie Raum-Gresko's McDonald Investments Experience March 1999 - August 1999
Job Senior Administrator at Forest City Enterprises
Industry Executive Office
Experience
Forest City Enterprises June 2012 - Present
Donley's December 2009 - January 2012
Morgenthaler November 2009 - December 2009
KeyBank August 1999 - October 2008
McDonald Investments March 1999 - August 1999
Skills
Invoice Processing, Outlook, Microsoft Office, Inventory Management, Word, Administrative..., Analysis, Invoicing, Leadership, Lotus Notes, Management, Microsoft Excel, Microsoft Word, Software Documentation, Project Planning, Time Management
Education
Concordia University-Ann Arbor 1988 — 1990
none, Education
Forest City Enterprises June 2012 - Present
Donley's December 2009 - January 2012
Morgenthaler November 2009 - December 2009
KeyBank August 1999 - October 2008
McDonald Investments March 1999 - August 1999
Skills
Invoice Processing, Outlook, Microsoft Office, Inventory Management, Word, Administrative..., Analysis, Invoicing, Leadership, Lotus Notes, Management, Microsoft Excel, Microsoft Word, Software Documentation, Project Planning, Time Management
Education
Concordia University-Ann Arbor 1988 — 1990
none, Education
Megan Mayhugh Arth's McDonald Investments Experience August 1995 - July 1997
Job Partner Chief People Officer at Dealer Tire
Industry Automotive
Experience
Dealer Tire August 2015 - Present
Bridgewater Associates April 2014 - May 2015
Bridgewater Associates May 2011 - April 2014
PNC January 2009 - April 2011
National City Bank January 2008 - December 2008
National City Bank May 2007 - December 2007
McKinsey & Company November 2001 - May 2007
BB&T Capital Markets August 1997 - August 1999
McDonald Investments August 1995 - July 1997
Skills
Talent Acquisition, Onboarding, Succession Planning, Talent Management, Leadership Development, Applicant Tracking..., Change Management, Organizational..., Performance Management, Program Management, Workforce Planning, Human Resources
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1999 — 2001
MBA
Amherst College 1991 — 1995
BS, Psychology
Dealer Tire August 2015 - Present
Bridgewater Associates April 2014 - May 2015
Bridgewater Associates May 2011 - April 2014
PNC January 2009 - April 2011
National City Bank January 2008 - December 2008
National City Bank May 2007 - December 2007
McKinsey & Company November 2001 - May 2007
BB&T Capital Markets August 1997 - August 1999
McDonald Investments August 1995 - July 1997
Skills
Talent Acquisition, Onboarding, Succession Planning, Talent Management, Leadership Development, Applicant Tracking..., Change Management, Organizational..., Performance Management, Program Management, Workforce Planning, Human Resources
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1999 — 2001
MBA
Amherst College 1991 — 1995
BS, Psychology
Judy Salm Judy Salm's McDonald Investments Experience 1997 - 1999
Job Donor Relations Officer at Cleveland Foundation
Industry Philanthropy
Experience
The Cleveland Foundation 2010 - Present
The Aspen Institute 2009 - 2009
Citi 1999 - 2008
McDonald Investments 1997 - 1999
New York Mercantile Exchange 1994 - 1996
Education
John Carroll University 1989 — 1993
The Cleveland Foundation 2010 - Present
The Aspen Institute 2009 - 2009
Citi 1999 - 2008
McDonald Investments 1997 - 1999
New York Mercantile Exchange 1994 - 1996
Education
John Carroll University 1989 — 1993
Jim Kerrigan's McDonald Investments Experience February 2002 - October 2003
Job Sr. Fixed Income Trader at Key Private Bank
Industry Capital Markets
Experience
Key Private Bank February 2012 - Present
KeyBanc Capital Markets January 2009 - February 2012
E&M Consulting of Raymond James & Associates December 2007 - October 2008
KeyBanc Capital Markets October 2003 - February 2007
McDonald Investments February 2002 - October 2003
Skills
Series 7, Bloomberg, Bonds, Series 63, Fixed Income, Securities, Capital Markets, Investments, Portfolio Management, Wealth Management, Asset Managment, Trading, Asset Allocation, FINRA, Alternative Investments, Investment Advisory
Education
Bowling Green State University 1997 — 2001
Bachelor, Finance
Key Private Bank February 2012 - Present
KeyBanc Capital Markets January 2009 - February 2012
E&M Consulting of Raymond James & Associates December 2007 - October 2008
KeyBanc Capital Markets October 2003 - February 2007
McDonald Investments February 2002 - October 2003
Skills
Series 7, Bloomberg, Bonds, Series 63, Fixed Income, Securities, Capital Markets, Investments, Portfolio Management, Wealth Management, Asset Managment, Trading, Asset Allocation, FINRA, Alternative Investments, Investment Advisory
Education
Bowling Green State University 1997 — 2001
Bachelor, Finance
Kathleen Totman's McDonald Investments Experience 1998 - 2000
Job Financial Advisor at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group July 2014 - Present
Totman Financial Services June 2012 - Present
Coalition of Caregivers' Advocates 2012 - 2015
CenterState Corporation for Economic Opportunity 2013 - 2014
Women TIES 2012 - 2014
Allstate Financial Services April 2007 - June 2012
Spirit of Syracuse Chorus 1999 - 2009
Prudential Financial December 2000 - February 2003
McDonald Investments 1998 - 2000
Empower Federal Credit Union 1995 - 1997
Skills
Retirement Planning, Retirement, Long-term Care, Disability Insurance, IRAs, Insurance, Wealth Accumulation, Fixed Annuities, Long Term Care Insurance, Investments, Securities, Public Speaking, Small Business, Term Life Insurance, Universal Life, 401k, Mutual Funds, Health Insurance, Investment Advisory, Life Insurance, Series 63, Employee Benefits, Financial Services, Estate Planning, Whole Life, Asset Allocation, Wealth, Wealth Management, Investment Strategies, Asset Management, Alternative Investments, Personal Finance, Bonds, Wealth Management..., Series 6, Financial Advisory, Long Term Care, Annuities, IRA's, Wealth Transfer, Insurance Planning, Series 7, Roth IRA
Education
The Corporation for Long Term Care Certification Inc. 2006 — 2006
Certified in Long Term Care, Long Term Care Planning
Hartwick College 1968 — 1972
BA, Economics
The American College
LUTCF, Life Insurance, Disability Insurance, Business Insurance
MassMutual Financial Group July 2014 - Present
Totman Financial Services June 2012 - Present
Coalition of Caregivers' Advocates 2012 - 2015
CenterState Corporation for Economic Opportunity 2013 - 2014
Women TIES 2012 - 2014
Allstate Financial Services April 2007 - June 2012
Spirit of Syracuse Chorus 1999 - 2009
Prudential Financial December 2000 - February 2003
McDonald Investments 1998 - 2000
Empower Federal Credit Union 1995 - 1997
Skills
Retirement Planning, Retirement, Long-term Care, Disability Insurance, IRAs, Insurance, Wealth Accumulation, Fixed Annuities, Long Term Care Insurance, Investments, Securities, Public Speaking, Small Business, Term Life Insurance, Universal Life, 401k, Mutual Funds, Health Insurance, Investment Advisory, Life Insurance, Series 63, Employee Benefits, Financial Services, Estate Planning, Whole Life, Asset Allocation, Wealth, Wealth Management, Investment Strategies, Asset Management, Alternative Investments, Personal Finance, Bonds, Wealth Management..., Series 6, Financial Advisory, Long Term Care, Annuities, IRA's, Wealth Transfer, Insurance Planning, Series 7, Roth IRA
Education
The Corporation for Long Term Care Certification Inc. 2006 — 2006
Certified in Long Term Care, Long Term Care Planning
Hartwick College 1968 — 1972
BA, Economics
The American College
LUTCF, Life Insurance, Disability Insurance, Business Insurance
Denise Treadway Denise Treadway's McDonald Investments Experience February 1985 - May 1993
Job Case Western Reserve University Employment Operations Coordinator Human Resouces
Industry Higher Education
Experience
Case Western Reserve University July 2011 - Present
Silpada Designs August 2005 - July 2014
Southern Living August 2003 - August 2007
Grace CMA Church August 1998 - January 2000
Bethel Christian Academy April 1997 - August 1998
McDonald Investments February 1985 - May 1993
Skills
Human Resources, Sales, Microsoft Excel, Interviews, Recruiting, Leadership Development, Training, Event Planning, Organizational..., Leadership, Employee Relations, Team Building, Social Media, Microsoft Office, Public Speaking, Budgets, Customer Service, Project Management, Outlook, Marketing Strategy, Teaching, Resume Writing, Strategic Planning, Community Outreach, Coaching, Process Improvement, Microsoft Word, Mentoring, PowerPoint, Non-profits, Fundraising, Healthcare, Employee Benefits, Business Analysis, Marketing
Education
Baldwin-Wallace University 2011 — 2014
Bachelor of Arts (B.A.), Organizational Leadership w/ Minor in Human Resources, Cumulative gpa 3.93; Summa Cum Laude
Bowling Green State University
Chemistry
Merced College
AS, Computer Science & Mathematics
Midpark High School
H.S. Diploma, College Preparatory
Case Western Reserve University July 2011 - Present
Silpada Designs August 2005 - July 2014
Southern Living August 2003 - August 2007
Grace CMA Church August 1998 - January 2000
Bethel Christian Academy April 1997 - August 1998
McDonald Investments February 1985 - May 1993
Skills
Human Resources, Sales, Microsoft Excel, Interviews, Recruiting, Leadership Development, Training, Event Planning, Organizational..., Leadership, Employee Relations, Team Building, Social Media, Microsoft Office, Public Speaking, Budgets, Customer Service, Project Management, Outlook, Marketing Strategy, Teaching, Resume Writing, Strategic Planning, Community Outreach, Coaching, Process Improvement, Microsoft Word, Mentoring, PowerPoint, Non-profits, Fundraising, Healthcare, Employee Benefits, Business Analysis, Marketing
Education
Baldwin-Wallace University 2011 — 2014
Bachelor of Arts (B.A.), Organizational Leadership w/ Minor in Human Resources, Cumulative gpa 3.93; Summa Cum Laude
Bowling Green State University
Chemistry
Merced College
AS, Computer Science & Mathematics
Midpark High School
H.S. Diploma, College Preparatory
John Meilner John Meilner's McDonald Investments Experience 1996 - 2003
Job Owner, Bridge Street Capital Partners, LLC
Industry Investment Management
Experience
42 North Partners 2011 - Present
Bridge Street Capital Partners, LLC 2003 - Present
McDonald Investments 1996 - 2003
Deloitte 1983 - 1996
Education
Northwestern University - Kellogg School of Management 1986 — 1988
Masters of Management, Finance, Marketing
Drake University 1979 — 1983
BS, Accounting
42 North Partners 2011 - Present
Bridge Street Capital Partners, LLC 2003 - Present
McDonald Investments 1996 - 2003
Deloitte 1983 - 1996
Education
Northwestern University - Kellogg School of Management 1986 — 1988
Masters of Management, Finance, Marketing
Drake University 1979 — 1983
BS, Accounting
Christopher Pease's McDonald Investments Experience August 1997 - July 2000
Job Mercer H&B Executive Benefits (an MMC company) Principal
Industry Human Resources
Experience
Mercer December 2002 - Present
Key Bank July 2000 - December 2002
McDonald Investments August 1997 - July 2000
AXA Equitable February 1988 - August 1997
Army and Air Force Exchange Service August 1986 - February 1988
Skills
Results Focused, Proven Leadership Skills, Technology Proficient, Highly Organized, Disciplined, C-Suite Consulting..., Insurance, Investments, Employee Benefits, Retirement, Management, Strategy, Finance, Risk Management, Disability Insurance, Process Improvement, Consulting, Underwriting, Human Resources, Health Insurance, Executive Pay, Leadership, Recruiting, Result Oriented
Education
Louisiana State University 1983 — 1986
BS, International Trade and Finace
Indiana University Bloomington 1982 — 1983
International Business
Mercer December 2002 - Present
Key Bank July 2000 - December 2002
McDonald Investments August 1997 - July 2000
AXA Equitable February 1988 - August 1997
Army and Air Force Exchange Service August 1986 - February 1988
Skills
Results Focused, Proven Leadership Skills, Technology Proficient, Highly Organized, Disciplined, C-Suite Consulting..., Insurance, Investments, Employee Benefits, Retirement, Management, Strategy, Finance, Risk Management, Disability Insurance, Process Improvement, Consulting, Underwriting, Human Resources, Health Insurance, Executive Pay, Leadership, Recruiting, Result Oriented
Education
Louisiana State University 1983 — 1986
BS, International Trade and Finace
Indiana University Bloomington 1982 — 1983
International Business
Marc Agel Marc Agel's McDonald Investments Experience June 2001 - November 2006
Job Financial Advisor at PKS Advisory Services, LLC
Industry Investment Management
Experience
PKS Advisory Services, LLC November 2006 - Present
McDonald Investments June 2001 - November 2006
Skills
Holistic Financial..., Investment Management, Strategic Financial..., Investments, Finance, Financial Risk, Asset Allocation, Retirement Planning, Wealth Management, Mutual Funds, Investment Strategies, Investment Advisory, Series 65, Retirement, Series 7, Asset Management, Financial Planning
Education
The College of Saint Rose 2003 — 2005
Certified Financial Planner Certificant, CFP(R)
Hartwick College 1992 — 1996
Bachelor of Arts (B.A.), Spanish Language and Literature
PKS Advisory Services, LLC November 2006 - Present
McDonald Investments June 2001 - November 2006
Skills
Holistic Financial..., Investment Management, Strategic Financial..., Investments, Finance, Financial Risk, Asset Allocation, Retirement Planning, Wealth Management, Mutual Funds, Investment Strategies, Investment Advisory, Series 65, Retirement, Series 7, Asset Management, Financial Planning
Education
The College of Saint Rose 2003 — 2005
Certified Financial Planner Certificant, CFP(R)
Hartwick College 1992 — 1996
Bachelor of Arts (B.A.), Spanish Language and Literature
Luke Austin Kim Luke Austin Kim's McDonald Investments Experience December 2004 - January 2006
Job Senior Director of Leasing at General Growth Properties
Industry Commercial Real Estate
Experience
General Growth Properties August 2015 - Present
General Growth Properties December 2014 - Present
General Growth Properties January 2014 - December 2014
General Growth Properties August 2012 - December 2013
Glimcher Realty Trust August 2011 - August 2012
CBRE June 2007 - September 2011
McDonald Investments December 2004 - January 2006
Skills
Leases, Landlord, Tenant, Shopping Centers, Real Estate, Negotiation, Brokerage, Landlords, Real Estate Transactions
Education
Harvard Business School Executive Education 2014 — 2014
High Potential Leadership Program
University of Cincinnati College of Law 2006 — 2010
Juris Doctor, College of Law
Miami University 1999 — 2003
BS, Finance
General Growth Properties August 2015 - Present
General Growth Properties December 2014 - Present
General Growth Properties January 2014 - December 2014
General Growth Properties August 2012 - December 2013
Glimcher Realty Trust August 2011 - August 2012
CBRE June 2007 - September 2011
McDonald Investments December 2004 - January 2006
Skills
Leases, Landlord, Tenant, Shopping Centers, Real Estate, Negotiation, Brokerage, Landlords, Real Estate Transactions
Education
Harvard Business School Executive Education 2014 — 2014
High Potential Leadership Program
University of Cincinnati College of Law 2006 — 2010
Juris Doctor, College of Law
Miami University 1999 — 2003
BS, Finance
Pam Judge Pam Judge's McDonald Investments Experience 1997 - 2001
Job Executive Assistant
Industry Real Estate
Experience
Safeguard Properties June 2015 - Present
MAI Capital Management, LLC January 2007 - June 2015
BC Investment Partners 2005 - 2007
Victory Capital Management 2001 - 2005
Bendix 2000 - 2001
McDonald Investments 1997 - 2001
Deloitte & Touche 1996 - 1997
O'Brien Passen & Associates 1991 - 1996
TRW Real Estate Loan Services/Record Data 1984 - 1990
Education
Cuyahoga Community College
Business
Safeguard Properties June 2015 - Present
MAI Capital Management, LLC January 2007 - June 2015
BC Investment Partners 2005 - 2007
Victory Capital Management 2001 - 2005
Bendix 2000 - 2001
McDonald Investments 1997 - 2001
Deloitte & Touche 1996 - 1997
O'Brien Passen & Associates 1991 - 1996
TRW Real Estate Loan Services/Record Data 1984 - 1990
Education
Cuyahoga Community College
Business
Kelly Gedeon Kelly Gedeon's McDonald Investments Experience December 1995 - December 2000
Job Senior Credit Analyst at Tarkett NA
Industry Building Materials
Experience
Tarkett NA July 2013 - Present
Aleris June 2011 - May 2013
Aleris November 2008 - June 2011
NatCity Investments October 2003 - November 2008
NatCity Investments December 2000 - October 2003
McDonald Investments December 1995 - December 2000
Skills
Financial Analysis, Hedging, Cash, Cash Management, Financial Reporting, Aluminum, FX Options, Forecasting, Banking, General Ledger, Process Improvement, Treasury Management, Investments, Derivatives, Financial Risk
Education
Malone College 2005 — 2007
Bachelor's degree, Organizational Leadership
Cuyahoga Community College 1995 — 1999
Associate's degree, Accounting
Tarkett NA July 2013 - Present
Aleris June 2011 - May 2013
Aleris November 2008 - June 2011
NatCity Investments October 2003 - November 2008
NatCity Investments December 2000 - October 2003
McDonald Investments December 1995 - December 2000
Skills
Financial Analysis, Hedging, Cash, Cash Management, Financial Reporting, Aluminum, FX Options, Forecasting, Banking, General Ledger, Process Improvement, Treasury Management, Investments, Derivatives, Financial Risk
Education
Malone College 2005 — 2007
Bachelor's degree, Organizational Leadership
Cuyahoga Community College 1995 — 1999
Associate's degree, Accounting
Randall Keller, MBA Randall Keller, MBA's McDonald Investments Experience 1995 - 2001
Job First Vice President Investment Officer Roth, Keller & Croissant Group at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Roth Keller & Croissant Group of Wells Fargo Advisors 2001 - Present
McDonald Investments 1995 - 2001
Dean Witter 1987 - 1995
Bolanis & Associates Financial Planning Services 1983 - 1987
Skills
Investments, Finance, Investment Strategies, Time Management, Financial Services, Retirement Planning, Asset Allocation, 401k Rollovers
Education
Ashland University 2003 — 2006
Master of Business Administration (M.B.A.)
Brigham Young University 1979 — 1983
Bachelor of Science, Financial Planning and Counseling
Roth Keller & Croissant Group of Wells Fargo Advisors 2001 - Present
McDonald Investments 1995 - 2001
Dean Witter 1987 - 1995
Bolanis & Associates Financial Planning Services 1983 - 1987
Skills
Investments, Finance, Investment Strategies, Time Management, Financial Services, Retirement Planning, Asset Allocation, 401k Rollovers
Education
Ashland University 2003 — 2006
Master of Business Administration (M.B.A.)
Brigham Young University 1979 — 1983
Bachelor of Science, Financial Planning and Counseling
Kathy Heigle Kathy Heigle's McDonald Investments Experience 1998 - 2001
Job SMS Manager at GOJO Industries
Industry Health, Wellness and Fitness
Experience
GOJO Industries February 2013 - Present
Joseph's Home June 2010 - Present
Adult Guardianship Services October 2011 - Present
Victory Capital Management December 2008 - February 2013
Back Bay Mission May 2012 - May 2012
Victory Capital Management 2007 - 2010
Victory Capital Management 2005 - 2007
Victory Capital Management 2001 - 2005
McDonald Investments 1998 - 2001
Van Dorn Demag 1994 - 1998
Skills
Investments, Asset Managment, Portfolio Management, Fixed Income, Investment Management, Asset Allocation, Equities, Alternative Investments, Investment Advisory, Securities, Capital Markets, Bloomberg, Strategic Planning
Education
Baldwin-Wallace College 2011 — 2013
MBA, Finance & Management
Baldwin-Wallace College
BA, Finance & Management
Ridge Brook
Valley Forge High School
GOJO Industries February 2013 - Present
Joseph's Home June 2010 - Present
Adult Guardianship Services October 2011 - Present
Victory Capital Management December 2008 - February 2013
Back Bay Mission May 2012 - May 2012
Victory Capital Management 2007 - 2010
Victory Capital Management 2005 - 2007
Victory Capital Management 2001 - 2005
McDonald Investments 1998 - 2001
Van Dorn Demag 1994 - 1998
Skills
Investments, Asset Managment, Portfolio Management, Fixed Income, Investment Management, Asset Allocation, Equities, Alternative Investments, Investment Advisory, Securities, Capital Markets, Bloomberg, Strategic Planning
Education
Baldwin-Wallace College 2011 — 2013
MBA, Finance & Management
Baldwin-Wallace College
BA, Finance & Management
Ridge Brook
Valley Forge High School
Jeffrey Stevenson Jeffrey Stevenson's McDonald Investments Experience July 2005 - November 2006
Job Experienced Facility and Quality Assurance Manager
Industry Food Production
Experience
Uncle Jester's Fine Foods, LLC. 1998 - Present
Merrill Lynch November 2006 - December 2008
McDonald Investments July 2005 - November 2006
American Express Financial Adivsors April 2000 - July 2005
Mead Fine Paper September 1997 - December 1999
Skills
Strategic Planning, Product Development, Co-packing, Venture Capital, Business Development, Marketing, Food, Investments, Business Strategy, New Business Development, Business Planning, Entrepreneurship, Financial Analysis, Start-ups, Competitive Analysis, Management Consulting, Strategic Financial..., Marketing Strategy, Customer Service, Small Business, Negotiation, Team Leadership, Management, Account Management, Sales, Brand Development, Product Marketing, Leadership, Analysis, Finance, Sales Management
Education
University of California, Davis 2012 — 2013
Better Process Controls, Certified
College for Financial Planning 2006 — 2007
Certification, Chartered Retirement Planning Counselor
Wright State University 1997 — 1999
MBA, Management, Finance
The Ohio State University 1990 — 1995
BS, Food, Agriculture, and Environmental Science
Uncle Jester's Fine Foods, LLC. 1998 - Present
Merrill Lynch November 2006 - December 2008
McDonald Investments July 2005 - November 2006
American Express Financial Adivsors April 2000 - July 2005
Mead Fine Paper September 1997 - December 1999
Skills
Strategic Planning, Product Development, Co-packing, Venture Capital, Business Development, Marketing, Food, Investments, Business Strategy, New Business Development, Business Planning, Entrepreneurship, Financial Analysis, Start-ups, Competitive Analysis, Management Consulting, Strategic Financial..., Marketing Strategy, Customer Service, Small Business, Negotiation, Team Leadership, Management, Account Management, Sales, Brand Development, Product Marketing, Leadership, Analysis, Finance, Sales Management
Education
University of California, Davis 2012 — 2013
Better Process Controls, Certified
College for Financial Planning 2006 — 2007
Certification, Chartered Retirement Planning Counselor
Wright State University 1997 — 1999
MBA, Management, Finance
The Ohio State University 1990 — 1995
BS, Food, Agriculture, and Environmental Science
Cynthia Manchester Cynthia Manchester's McDonald Investments Experience 1999 - 2005
Job Volunteer Coordinator at Randall Children's Hospital
Industry Medical Practice
Experience
Randall Children's Hospital at Legacy Emanuel May 2012 - Present
CARES Northwest April 2012 - May 2012
Randall Children's Hospital at Legacy Emanuel December 2011 - 2012
Legacy Health May 2011 - June 2011
JustWrite November 2009 - October 2010
PerfectWorld 2001 - October 2010
McDonald Investments 1999 - 2005
The Martwick Group 1998 - 1998
Clackamas Educaton Service District 1996 - 1998
Hamilton-Swift Land Use & Development Consultants 1991 - 1992
Skills
ICD-9-CM, CPT Coding, Leadership, Databases, Payroll, Social Media, Customer Service, Public Speaking, PowerPoint, Teaching, Event Management, Non-profits, Office Management, Data Entry, Administrative..., Microsoft Excel, Strategic Planning, Insurance, Editing, Nonprofits, Fundraising, Community Outreach, Management, Marketing, Research, Training
Education
Concorde Career College 2010 — 2011
Diploma, Insurance Billing and Coding Specialist
Portland Community College 2006 — 2010
Nursing Assistant, Algebra / Math, Spanish (101, 102, 103), Medical Terminology
Marylhurst University 2008 — 2009
Teaching
Oakland University 1973 — 1979
BA, English Literature
University of Michigan 1972 — 1973
English Literature
Randall Children's Hospital at Legacy Emanuel May 2012 - Present
CARES Northwest April 2012 - May 2012
Randall Children's Hospital at Legacy Emanuel December 2011 - 2012
Legacy Health May 2011 - June 2011
JustWrite November 2009 - October 2010
PerfectWorld 2001 - October 2010
McDonald Investments 1999 - 2005
The Martwick Group 1998 - 1998
Clackamas Educaton Service District 1996 - 1998
Hamilton-Swift Land Use & Development Consultants 1991 - 1992
Skills
ICD-9-CM, CPT Coding, Leadership, Databases, Payroll, Social Media, Customer Service, Public Speaking, PowerPoint, Teaching, Event Management, Non-profits, Office Management, Data Entry, Administrative..., Microsoft Excel, Strategic Planning, Insurance, Editing, Nonprofits, Fundraising, Community Outreach, Management, Marketing, Research, Training
Education
Concorde Career College 2010 — 2011
Diploma, Insurance Billing and Coding Specialist
Portland Community College 2006 — 2010
Nursing Assistant, Algebra / Math, Spanish (101, 102, 103), Medical Terminology
Marylhurst University 2008 — 2009
Teaching
Oakland University 1973 — 1979
BA, English Literature
University of Michigan 1972 — 1973
English Literature
Mark Filippell Mark Filippell's McDonald Investments Experience August 1984 - June 2004
Job Managing Director at Western Reserve Partners LLC
Industry Investment Banking
Experience
Western Reserve Partners LLC July 2004 - Present
Key Bank September 1998 - June 2004
McDonald Investments August 1984 - June 2004
Comau January 1983 - June 1984
McKinsey & Company June 1979 - March 1982
Skills
Mergers, Restructuring, Mergers & Acquisitions, Corporate Finance, Business Valuation, Acquisitions, Investment Banking, Private Equity, Private Placements, M&A experience, Due Diligence, LBO, Management, Valuation, Investments, Business Strategy, Financial Analysis, Corporate Development, Venture Capital, Structured Finance, Securities, Strategic Planning, Capital Raising, Divestitures, Leveraged Finance
Education
University of Michigan Law School 1977 — 1979
JD, Corporate Law
Harvard Business School 1975 — 1977
MBA, General management
DePauw University 1971 — 1975
BA, Economics
Western Reserve Partners LLC July 2004 - Present
Key Bank September 1998 - June 2004
McDonald Investments August 1984 - June 2004
Comau January 1983 - June 1984
McKinsey & Company June 1979 - March 1982
Skills
Mergers, Restructuring, Mergers & Acquisitions, Corporate Finance, Business Valuation, Acquisitions, Investment Banking, Private Equity, Private Placements, M&A experience, Due Diligence, LBO, Management, Valuation, Investments, Business Strategy, Financial Analysis, Corporate Development, Venture Capital, Structured Finance, Securities, Strategic Planning, Capital Raising, Divestitures, Leveraged Finance
Education
University of Michigan Law School 1977 — 1979
JD, Corporate Law
Harvard Business School 1975 — 1977
MBA, General management
DePauw University 1971 — 1975
BA, Economics
Robert Burns, CFA, AIF Robert Burns, CFA, AIF's McDonald Investments Experience December 1997 - August 2006
Job Director Institutional Consulting at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. April 2012 - Present
Morgan Keegan & Co., Inc. August 2006 - April 2012
McDonald Investments December 1997 - August 2006
McDonald and Company 1997 - 2006
Federal Reserve Bank of Cleveland March 1993 - December 1997
United States Marine Corps August 1988 - March 1993
Skills
Foundations, Endowments, Alternative Investments, Hedge Funds, Investment Advisory, Financial Advisory, Mutual Funds, Performance Measurement, Institutional..., High Net Worth..., Fiduciary, Asset Allocation, Banking, Investment Policy..., Series 7
Education
Security Industry Institute - Wharton Business School, University of Pennsylvania 2005 — 2007
na, Executive Education Program
Bowling Green State University 1985 — 1988
BS, Finance
University of Toledo 1983 — 1985
n/a, business
Raymond James & Associates, Inc. April 2012 - Present
Morgan Keegan & Co., Inc. August 2006 - April 2012
McDonald Investments December 1997 - August 2006
McDonald and Company 1997 - 2006
Federal Reserve Bank of Cleveland March 1993 - December 1997
United States Marine Corps August 1988 - March 1993
Skills
Foundations, Endowments, Alternative Investments, Hedge Funds, Investment Advisory, Financial Advisory, Mutual Funds, Performance Measurement, Institutional..., High Net Worth..., Fiduciary, Asset Allocation, Banking, Investment Policy..., Series 7
Education
Security Industry Institute - Wharton Business School, University of Pennsylvania 2005 — 2007
na, Executive Education Program
Bowling Green State University 1985 — 1988
BS, Finance
University of Toledo 1983 — 1985
n/a, business
Ron Sayre - MBA Ron Sayre - MBA's McDonald Investments Experience 1997 - 2001
Job Seeking professional position.
Industry Accounting
Experience
Advanced Drainage Systems, Inc. 2011 - 2011
COACT Associates 2010 - 2011
Bowling Green State University 2008 - 2009
Independence Medical 2002 - 2003
Prudential Securities 2001 - 2002
McDonald Investments 1997 - 2001
KeyCorp 1996 - 1997
KeyCorp 1995 - 1996
Skills
Accounting, Variance Analysis, Sales, Strategic Planning, Account Management, New Business Development, Budgets, Microsoft Excel, Recruiting, Business Development, Microsoft Office, Leadership, PowerPoint, Data Analysis, Analysis, Finance, Financial Analysis, Management, Project Management, Public Speaking
Education
Bowling Green State University 2008 — 2009
MBA, Accounting
Baldwin Wallace University
Bachelors, Business Administration-Finance
Advanced Drainage Systems, Inc. 2011 - 2011
COACT Associates 2010 - 2011
Bowling Green State University 2008 - 2009
Independence Medical 2002 - 2003
Prudential Securities 2001 - 2002
McDonald Investments 1997 - 2001
KeyCorp 1996 - 1997
KeyCorp 1995 - 1996
Skills
Accounting, Variance Analysis, Sales, Strategic Planning, Account Management, New Business Development, Budgets, Microsoft Excel, Recruiting, Business Development, Microsoft Office, Leadership, PowerPoint, Data Analysis, Analysis, Finance, Financial Analysis, Management, Project Management, Public Speaking
Education
Bowling Green State University 2008 — 2009
MBA, Accounting
Baldwin Wallace University
Bachelors, Business Administration-Finance
Rich Lowrie Rich Lowrie's McDonald Investments Experience January 1997 - February 2008
Job CoFounder, Put Growth First
Industry Public Policy
Experience
Put Growth First 2013 - Present
The Ted Ginn Foundation 2005 - Present
Ginn Academy 2007 - 2014
Cain's Solutions January 2012 - December 2012
Case Western Reserve University April 2009 - April 2012
Friends of Herman Cain June 2011 - January 2012
American Conservative Union September 2009 - January 2012
9-9-9 An Army of Davids February 2012 - 2012
McDonald Investments January 1997 - February 2008
Americans for Prosperity 2005 - 2008
Skills
Economics, Policy, Tax, Public Speaking, Politics, Political Campaigns, Management, Consulting, Strategic Planning, Research, Leadership, Financial Analysis, Fundraising, Financial Modeling
Education
Case Western Reserve University 1988 — 1990
BS, Accountancy
Put Growth First 2013 - Present
The Ted Ginn Foundation 2005 - Present
Ginn Academy 2007 - 2014
Cain's Solutions January 2012 - December 2012
Case Western Reserve University April 2009 - April 2012
Friends of Herman Cain June 2011 - January 2012
American Conservative Union September 2009 - January 2012
9-9-9 An Army of Davids February 2012 - 2012
McDonald Investments January 1997 - February 2008
Americans for Prosperity 2005 - 2008
Skills
Economics, Policy, Tax, Public Speaking, Politics, Political Campaigns, Management, Consulting, Strategic Planning, Research, Leadership, Financial Analysis, Fundraising, Financial Modeling
Education
Case Western Reserve University 1988 — 1990
BS, Accountancy
Paul Skoch Paul Skoch's McDonald Investments Experience April 2001 - November 2006
Job Senior Audit Leader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo June 2013 - Present
Wells Fargo Securities April 2011 - June 2013
KeyBanc Capital Markets November 2006 - April 2011
McDonald Investments April 2001 - November 2006
Skills
Series 7, Bloomberg, Calypso, Access, VAR, Internal Audit, Risk Analysis, P&L Analysis, Electronic Trading, MarketAxess, Excel
Education
Malone University
Bachelors, Organizational Management
Wells Fargo March 2015 - Present
Wells Fargo June 2013 - Present
Wells Fargo Securities April 2011 - June 2013
KeyBanc Capital Markets November 2006 - April 2011
McDonald Investments April 2001 - November 2006
Skills
Series 7, Bloomberg, Calypso, Access, VAR, Internal Audit, Risk Analysis, P&L Analysis, Electronic Trading, MarketAxess, Excel
Education
Malone University
Bachelors, Organizational Management
Jim Kolovos's McDonald Investments Experience January 1998 - January 2000
Job Investment Officer at PNC Bank
Industry Investment Management
Experience
PNC Bank Investment OfficerPNC Wealth Management2002 - Present
RBC Dain Rauscher January 2000 - August 2002
McDonald Investments January 1998 - January 2000
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation
Education
Duquesne University 1993 — 1997
PNC Bank Investment OfficerPNC Wealth Management2002 - Present
RBC Dain Rauscher January 2000 - August 2002
McDonald Investments January 1998 - January 2000
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation
Education
Duquesne University 1993 — 1997
J.W. Sean Dorsey's McDonald Investments Experience September 1993 - July 1998
Job Founder and CEO of League Park Advisors
Industry Investment Banking
Experience
League Park Advisors July 2010 - Present
Achill Partners January 2012 - Present
SFI Capital Group August 2012 - Present
National City May 2002 - May 2009
KeyBanc Capital Markets July 1998 - May 2002
McDonald Investments September 1993 - July 1998
Baker & Hostetler LLP March 1985 - September 1993
Education
Case Western Reserve University School of Law 1982 — 1985
JD, Law
Cornell University 1978 — 1982
AB, Government
League Park Advisors July 2010 - Present
Achill Partners January 2012 - Present
SFI Capital Group August 2012 - Present
National City May 2002 - May 2009
KeyBanc Capital Markets July 1998 - May 2002
McDonald Investments September 1993 - July 1998
Baker & Hostetler LLP March 1985 - September 1993
Education
Case Western Reserve University School of Law 1982 — 1985
JD, Law
Cornell University 1978 — 1982
AB, Government
Cindy Solar's McDonald Investments Experience 1998 - 2003
Job Marketing Manager at PNC
Industry Financial Services
Experience
PNC Financial Services Group August 2003 - Present
McDonald Investments 1998 - 2003
Prescott, Ball & Turben 1979 - 1991
Skills
Mutual Funds
Education
Cleveland State University
PNC Financial Services Group August 2003 - Present
McDonald Investments 1998 - 2003
Prescott, Ball & Turben 1979 - 1991
Skills
Mutual Funds
Education
Cleveland State University
Mary Anne Fair-Hallal's McDonald Investments Experience October 1987 - September 1999
Job Consulting Services
Industry Financial Services
Experience
KeyBanc Capital Markets Inc 1986 - 2009
Key Bank December 1987 - July 2008
McDonald Investments October 1987 - September 1999
Education
Ashland University 1975 — 1979
KeyBanc Capital Markets Inc 1986 - 2009
Key Bank December 1987 - July 2008
McDonald Investments October 1987 - September 1999
Education
Ashland University 1975 — 1979
Joyce Zak's McDonald Investments Experience January 1999 - February 2000
Job Advisor at Fairport Asset Management
Industry Investment Management
Experience
Fairport Asset Management May 2015 - Present
Fairport Asset Management January 2000 - May 2015
McDonald Investments January 1999 - February 2000
McDonald Trust Company January 1996 - January 1999
Skills
Portfolio Management, Business Analysis, Financial Analysis, Auditing, Customer Service, Underwriting, Investments, Accounting, Strategic Planning, Leadership
Education
Baldwin-Wallace College 1991 — 1995
Accounting and Communication, Magna Cum Laude
Fairport Asset Management May 2015 - Present
Fairport Asset Management January 2000 - May 2015
McDonald Investments January 1999 - February 2000
McDonald Trust Company January 1996 - January 1999
Skills
Portfolio Management, Business Analysis, Financial Analysis, Auditing, Customer Service, Underwriting, Investments, Accounting, Strategic Planning, Leadership
Education
Baldwin-Wallace College 1991 — 1995
Accounting and Communication, Magna Cum Laude
Demian Lou's McDonald Investments Experience February 2001 - February 2007
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
farmers 2007 - 2009
TD Ameritrade 2007 - 2008
McDonald Investments February 2001 - February 2007
mcdonald investments 2001 - 2007
Education
Cleveland State University 1992 — 1997
farmers 2007 - 2009
TD Ameritrade 2007 - 2008
McDonald Investments February 2001 - February 2007
mcdonald investments 2001 - 2007
Education
Cleveland State University 1992 — 1997
Rich Nash's McDonald Investments Experience September 1994 - December 1999
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
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
Josh Gongaware's McDonald Investments Experience 2001 - 2007
Job Regional Vice President at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios January 2009 - Present
First Trust Portfolios March 2007 - December 2008
Key Bank 2001 - 2007
McDonald Investments 2001 - 2007
Skills
Series 7, Series 66, series 31
Education
Bowling Green State University 1996 — 2000
Boardman High School
First Trust Portfolios January 2009 - Present
First Trust Portfolios March 2007 - December 2008
Key Bank 2001 - 2007
McDonald Investments 2001 - 2007
Skills
Series 7, Series 66, series 31
Education
Bowling Green State University 1996 — 2000
Boardman High School
Tim Eyerman's McDonald Investments Experience September 1991 - February 2006
Job President E & M Consulting, Investment Executive Raymond James
Industry Financial Services
Experience
E&M Consulting, An Independent Firm February 2006 - Present
McDonald Investments September 1991 - February 2006
Education
Bowling Green State University 1982 — 1985
BS, Accounting
E&M Consulting, An Independent Firm February 2006 - Present
McDonald Investments September 1991 - February 2006
Education
Bowling Green State University 1982 — 1985
BS, Accounting
Tracy Ilg's McDonald Investments Experience February 2002 - July 2008
Job Manager of Financial Affairs at The Kemper Company
Industry Banking
Experience
The Kemper Company August 2014 - Present
KeyBank October 2011 - August 2014
KeyCorp April 2010 - October 2011
KeyCorp September 2008 - April 2010
McDonald Investments February 2002 - July 2008
Skills
Financial Modeling, Banking, Loans, Financial Analysis, Capital Markets, Process Improvement, Account Reconciliation, Accounting, Finance, Risk Management, Investments, Management
Education
Cleveland State University 1990 — 1991
MBA, Quantitative Business Analysis
Miami University 1984 — 1988
Bachelor of Science (BS), Finance, General
The Kemper Company August 2014 - Present
KeyBank October 2011 - August 2014
KeyCorp April 2010 - October 2011
KeyCorp September 2008 - April 2010
McDonald Investments February 2002 - July 2008
Skills
Financial Modeling, Banking, Loans, Financial Analysis, Capital Markets, Process Improvement, Account Reconciliation, Accounting, Finance, Risk Management, Investments, Management
Education
Cleveland State University 1990 — 1991
MBA, Quantitative Business Analysis
Miami University 1984 — 1988
Bachelor of Science (BS), Finance, General
Nikki Custy's McDonald Investments Experience June 1998 - November 1998
Job Senior Technical Writer at Beyond Visual Consulting
Industry Information Technology and Services
Experience
Beyond Visual Consulting July 2013 - Present
ScripType Publishing December 2007 - Present
Radcom, Inc. January 2008 - Present
MediaRich September 2007 - January 2010
SupportSoft March 2003 - June 2006
FirstEnergy September 2002 - March 2003
Marconi March 2000 - March 2002
Marconi March 1999 - March 2000
Marconi November 1998 - March 1999
McDonald Investments June 1998 - November 1998
Skills
Technical Writing, E-Learning, Editing, Instructional Design, Online Help, Publishing, SharePoint, Software Documentation, Technical Documentation, Training, Adobe Acrobat, Content Management, FrameMaker, People Skills, Teacher Training
Education
John Carroll University 1993 — 1997
B.A. English
National University of Ireland, Galway 1995 — 1996
Study Abroad
Beyond Visual Consulting July 2013 - Present
ScripType Publishing December 2007 - Present
Radcom, Inc. January 2008 - Present
MediaRich September 2007 - January 2010
SupportSoft March 2003 - June 2006
FirstEnergy September 2002 - March 2003
Marconi March 2000 - March 2002
Marconi March 1999 - March 2000
Marconi November 1998 - March 1999
McDonald Investments June 1998 - November 1998
Skills
Technical Writing, E-Learning, Editing, Instructional Design, Online Help, Publishing, SharePoint, Software Documentation, Technical Documentation, Training, Adobe Acrobat, Content Management, FrameMaker, People Skills, Teacher Training
Education
John Carroll University 1993 — 1997
B.A. English
National University of Ireland, Galway 1995 — 1996
Study Abroad
William Judge's McDonald Investments Experience February 2001 - November 2007
Job Mayor at City of Barberton
Industry Accounting
Experience
City of Barberton January 2012 - Present
Summit County-Dept of Finance/Budgets February 2008 - December 2011
City of Barberton January 2004 - December 2011
McDonald Investments February 2001 - November 2007
Skills
Account Reconciliation, Finance, Trading, Financial Analysis, Funding, Accounting, Due Diligence, Strategic Planning, Budgets, Microsoft Excel
Education
Ashland University 2004 — 2006
MBA, Buisness-Finance
The University of Akron 1999 — 2000
MS, Political Science
Heidelberg University 1994 — 1999
BS, Accounting
Barberton High 1991 — 1994
City of Barberton January 2012 - Present
Summit County-Dept of Finance/Budgets February 2008 - December 2011
City of Barberton January 2004 - December 2011
McDonald Investments February 2001 - November 2007
Skills
Account Reconciliation, Finance, Trading, Financial Analysis, Funding, Accounting, Due Diligence, Strategic Planning, Budgets, Microsoft Excel
Education
Ashland University 2004 — 2006
MBA, Buisness-Finance
The University of Akron 1999 — 2000
MS, Political Science
Heidelberg University 1994 — 1999
BS, Accounting
Barberton High 1991 — 1994
Jennifer Mackert's McDonald Investments Experience June 1999 - March 2005
Job Chief Project Manager at Clarity 2 Prosperity Mastermind Group / Prosperity Capital Advisors
Industry Financial Services
Experience
Clarity 2 Prosperity Mastermind Group August 2013 - Present
Baldwin Wallace University January 2010 - Present
Tiffin University January 2006 - Present
The JL Smith Group July 2007 - August 2013
Highland Consulting Associates August 2007 - January 2009
Key Private Bank 2005 - July 2007
Key Bank 2005 - 2007
McDonald Investments June 1999 - March 2005
Education
John Carroll University 2001 — 2003
MBA, Business
University of Mount Union 1995 — 1999
Clarity 2 Prosperity Mastermind Group August 2013 - Present
Baldwin Wallace University January 2010 - Present
Tiffin University January 2006 - Present
The JL Smith Group July 2007 - August 2013
Highland Consulting Associates August 2007 - January 2009
Key Private Bank 2005 - July 2007
Key Bank 2005 - 2007
McDonald Investments June 1999 - March 2005
Education
John Carroll University 2001 — 2003
MBA, Business
University of Mount Union 1995 — 1999
Michael Gibbons's McDonald Investments Experience August 1975 - August 1985
Job Chairman & Senior Managing Director at Brown Gibbons Lang & Company
Industry Investment Banking
Experience
Brown Gibbons Lang & Company October 1989 - Present
Preformed Line Products February 2007 - Present
Associated Estates Realty Corp April 2005 - Present
Global M & A Partners April 2002 - Present
Greater Cleveland Sports Commission March 2001 - Present
Global M & A Partners 2004 - November 2011
Underwood Neuhaus 1985 - 1989
McDonald Investments August 1975 - August 1985
Skills
Mergers, Restructuring, Strategic Planning, Financial Analysis, Business Strategy
Education
Cleveland State University - Cleveland-Marshall College of Law 1977 — 1981
JD
Weatherhead School of Management at Case Western Reserve University 1974 — 1975
MSM, Accounting & Finance
Kenyon College 1970 — 1974
AB, Political Science & Economics
St. Ignatius High School 1966 — 1970
Diploma, Classics
Brown Gibbons Lang & Company October 1989 - Present
Preformed Line Products February 2007 - Present
Associated Estates Realty Corp April 2005 - Present
Global M & A Partners April 2002 - Present
Greater Cleveland Sports Commission March 2001 - Present
Global M & A Partners 2004 - November 2011
Underwood Neuhaus 1985 - 1989
McDonald Investments August 1975 - August 1985
Skills
Mergers, Restructuring, Strategic Planning, Financial Analysis, Business Strategy
Education
Cleveland State University - Cleveland-Marshall College of Law 1977 — 1981
JD
Weatherhead School of Management at Case Western Reserve University 1974 — 1975
MSM, Accounting & Finance
Kenyon College 1970 — 1974
AB, Political Science & Economics
St. Ignatius High School 1966 — 1970
Diploma, Classics
Jeffrey Moritz's McDonald Investments Experience 1993 - 2001
Job Partner at Craigston Company LLC
Industry Venture Capital & Private Equity
Experience
Craigston Company LLC December 2011 - Present
The Moritz Family Foundation 2008 - Present
KeyCorp March 2003 - November 2011
Moritz Family Foundation 2004 - 2008
Friedman Billings Ramsey & Co, Inc April 2001 - April 2003
McDonald Investments 1993 - 2001
Skills
Mergers, Venture Capital, Private Equity, Investment Banking, Strategic Planning, Strategic Partnerships, Investments, Strategic Financial..., Mergers & Acquisitions, Joint Ventures, Corporate Development, Project Finance, Competitive Analysis, Private Placements, Business Strategy, Corporate Law, Valuation, Corporate Finance, Capital Markets, Strategy, Business Valuation, Financial Modeling, Corporate Governance, Structured Finance, Securities, Fixed Income, Divestitures, Due Diligence, Risk Management, Business Planning, Start-ups, Capital Raising, Alternative Investments, Equity Research, Entrepreneurship, Management Consulting, Executive Management, Equities, Restructuring, Real Estate, Financial Analysis, Acquisitions, Financial Services, Asset Management, Business Development, Portfolio Management, Finance, Series 7, Investor Relations, Banking
Education
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Finance, Real Estate Finance
Kenyon College 1982 — 1986
BA, Economics
Craigston Company LLC December 2011 - Present
The Moritz Family Foundation 2008 - Present
KeyCorp March 2003 - November 2011
Moritz Family Foundation 2004 - 2008
Friedman Billings Ramsey & Co, Inc April 2001 - April 2003
McDonald Investments 1993 - 2001
Skills
Mergers, Venture Capital, Private Equity, Investment Banking, Strategic Planning, Strategic Partnerships, Investments, Strategic Financial..., Mergers & Acquisitions, Joint Ventures, Corporate Development, Project Finance, Competitive Analysis, Private Placements, Business Strategy, Corporate Law, Valuation, Corporate Finance, Capital Markets, Strategy, Business Valuation, Financial Modeling, Corporate Governance, Structured Finance, Securities, Fixed Income, Divestitures, Due Diligence, Risk Management, Business Planning, Start-ups, Capital Raising, Alternative Investments, Equity Research, Entrepreneurship, Management Consulting, Executive Management, Equities, Restructuring, Real Estate, Financial Analysis, Acquisitions, Financial Services, Asset Management, Business Development, Portfolio Management, Finance, Series 7, Investor Relations, Banking
Education
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Finance, Real Estate Finance
Kenyon College 1982 — 1986
BA, Economics
Dennis Donnelly's McDonald Investments Experience 1977 - 2000
Job President at Donnelly Consulting LLC
Industry Financial Services
Experience
Donnelly Consulting LLC March 2014 - Present
Alliance Staffing Solutions August 2012 - February 2014
Virtusa July 2011 - March 2012
ALaS Consulting LLC January 2011 - July 2011
Xcitek Consulting Services October 2010 - January 2011
Donnelly & Company LLC February 2009 - June 2010
Fiserv Inc. July 2000 - December 2008
Fiserv Securities 2001 - 2005
Fiserv Securities 2001 - 2004
McDonald Investments 1977 - 2000
Skills
Securities, Asset Managment, Business Analysis, Financial Services, Equities, Banking, Fixed Income, Asset Management, Mergers & Acquisitions, SDLC, Strategy, Operations Management, Capital Markets, Back Office, Investment Banking, Financial Analysis, Investments, Leadership, Management, Management Consulting, Mutual Funds, Portfolio Management, Risk Management, Series 7, Vendor Management
Education
Baldwin Wallace University 1974 — 1976
MBA, Management
John Carroll University 1967 — 1971
Bachelor of Science (B.S.), Finance, General
Donnelly Consulting LLC March 2014 - Present
Alliance Staffing Solutions August 2012 - February 2014
Virtusa July 2011 - March 2012
ALaS Consulting LLC January 2011 - July 2011
Xcitek Consulting Services October 2010 - January 2011
Donnelly & Company LLC February 2009 - June 2010
Fiserv Inc. July 2000 - December 2008
Fiserv Securities 2001 - 2005
Fiserv Securities 2001 - 2004
McDonald Investments 1977 - 2000
Skills
Securities, Asset Managment, Business Analysis, Financial Services, Equities, Banking, Fixed Income, Asset Management, Mergers & Acquisitions, SDLC, Strategy, Operations Management, Capital Markets, Back Office, Investment Banking, Financial Analysis, Investments, Leadership, Management, Management Consulting, Mutual Funds, Portfolio Management, Risk Management, Series 7, Vendor Management
Education
Baldwin Wallace University 1974 — 1976
MBA, Management
John Carroll University 1967 — 1971
Bachelor of Science (B.S.), Finance, General
Connor P. McCluskey's McDonald Investments Experience 2002 - 2003
Job Business Analyst at FirstEnergy
Industry Food & Beverages
Experience
Healthy Hydrations, LLC October 2010 - Present
Walsh Jesuit High School March 2000 - May 2013
Jason Finishing Group June 2011 - July 2012
The Illuminating Co January 2007 - May 2011
ASW Properties, Ltd July 2005 - December 2006
FirstMerit Bank August 2003 - July 2005
McDonald Investments 2002 - 2003
Skills
Financial Analysis, Forecasting, Finance, Credit, Sales, Banking, Market Research, Budgets, Accounting, Microsoft Office, Project Management, Insurance, Marketing, Customer Service, Real Estate, Cash Flow, Contract Management, Hyperion Enterprise, Executive Management, Advertising
Education
John Carroll University 1999 — 2003
Degree: Bachelor of Science; B.S.B.A, Business Administration; Finance
Walsh Jesuit High School 1995 — 1999
Healthy Hydrations, LLC October 2010 - Present
Walsh Jesuit High School March 2000 - May 2013
Jason Finishing Group June 2011 - July 2012
The Illuminating Co January 2007 - May 2011
ASW Properties, Ltd July 2005 - December 2006
FirstMerit Bank August 2003 - July 2005
McDonald Investments 2002 - 2003
Skills
Financial Analysis, Forecasting, Finance, Credit, Sales, Banking, Market Research, Budgets, Accounting, Microsoft Office, Project Management, Insurance, Marketing, Customer Service, Real Estate, Cash Flow, Contract Management, Hyperion Enterprise, Executive Management, Advertising
Education
John Carroll University 1999 — 2003
Degree: Bachelor of Science; B.S.B.A, Business Administration; Finance
Walsh Jesuit High School 1995 — 1999
Joe Angeloro's McDonald Investments Experience 1992 - 1999
Job Equity Trading @ KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets May 2000 - Present
McDonald Investments 1992 - 1999
Skills
Series 7, Excel, Series 63, Capital Markets, Equities, Equity Trading, Equity Research, FINRA, Microsoft Excel, Securities, Bloomberg, Fixed Income, Equity Valuation, Investments, Series 24, Trading
Education
Cleveland State University
Lake Catholic
Wickliffe High
KeyBanc Capital Markets May 2000 - Present
McDonald Investments 1992 - 1999
Skills
Series 7, Excel, Series 63, Capital Markets, Equities, Equity Trading, Equity Research, FINRA, Microsoft Excel, Securities, Bloomberg, Fixed Income, Equity Valuation, Investments, Series 24, Trading
Education
Cleveland State University
Lake Catholic
Wickliffe High
Sean Williams, CFA's McDonald Investments Experience 2005 - 2007
Job Senior Vice President at Riverview Research
Industry Investment Management
Experience
Riverview Research February 2013 - Present
Hartland & Co. January 2012 - February 2013
Monticello Associates February 2007 - December 2011
McDonald Investments 2005 - 2007
Skills
Financial Modeling, Asset Allocation, Portfolio Management, Investments, Asset Management, Alternative Investments, Investment Management, Financial Analysis, Mutual Funds, Equities, Hedge Funds, Securities, Series 7, Wealth Management, Investment Strategies, Fixed Income, Private Equity, Bloomberg, Equity Research, Capital Markets, Valuation
Education
Ashland University 2010 — 2013
MBA
Miami University 1992 — 1996
BS, Finance
Riverview Research February 2013 - Present
Hartland & Co. January 2012 - February 2013
Monticello Associates February 2007 - December 2011
McDonald Investments 2005 - 2007
Skills
Financial Modeling, Asset Allocation, Portfolio Management, Investments, Asset Management, Alternative Investments, Investment Management, Financial Analysis, Mutual Funds, Equities, Hedge Funds, Securities, Series 7, Wealth Management, Investment Strategies, Fixed Income, Private Equity, Bloomberg, Equity Research, Capital Markets, Valuation
Education
Ashland University 2010 — 2013
MBA
Miami University 1992 — 1996
BS, Finance
Dana Lutz's McDonald Investments Experience April 2002 - April 2004
Job Regional Product Manager
Industry Insurance
Experience
Farmers Insurance April 2004 - Present
McDonald Investments April 2002 - April 2004
IMG April 1991 - April 2002
PriceWaterhouse 1988 - 1991
Skills
Product Management, Competitive Analysis, Financial Analysis, Talent Management, Process Improvement, Leadership, Strategy, Pricing, Analytics, Cross-functional Team..., Business Analysis, Risk Management, Risk Assessment, Accounting, Financial Reporting, Insurance, Business Process..., Strategic Planning, Analysis, Management, Business Planning, Property & Casualty..., Finance
Education
Weatherhead School of Management at Case Western Reserve University 1999 — 2001
EMBA, Business
Miami University 1984 — 1988
BS, Accounting
Lake Catholic High School
Farmers Insurance April 2004 - Present
McDonald Investments April 2002 - April 2004
IMG April 1991 - April 2002
PriceWaterhouse 1988 - 1991
Skills
Product Management, Competitive Analysis, Financial Analysis, Talent Management, Process Improvement, Leadership, Strategy, Pricing, Analytics, Cross-functional Team..., Business Analysis, Risk Management, Risk Assessment, Accounting, Financial Reporting, Insurance, Business Process..., Strategic Planning, Analysis, Management, Business Planning, Property & Casualty..., Finance
Education
Weatherhead School of Management at Case Western Reserve University 1999 — 2001
EMBA, Business
Miami University 1984 — 1988
BS, Accounting
Lake Catholic High School
Murray Titterington, CIMA, CFP's McDonald Investments Experience December 1997 - March 2006
Job Investment Advisor
Industry Financial Services
Experience
Financial Engines October 2013 - January 2014
Merrill Lynch September 2010 - October 2012
UBS Wealth Management October 2007 - September 2010
Morgan Stanley June 2006 - October 2007
McDonald Investments December 1997 - March 2006
Skills
Series 7, Asset Allocation, Investment Advisory, Wealth Management, Mutual Funds, Series 63, Alternative Investments, Asset Managment, Investments, Portfolio Management, Investment Strategies, Uniform Combined State..., Investment Management, Retirement Planning, Securities, Certified Financial..., Certified Investment..., Series 66, Series 31
Education
Cleveland State University 1998 — 2001
MBA, Business
Washington and Lee University 1979 — 1984
Bachelor of Arts (BA), Psychology
Financial Engines October 2013 - January 2014
Merrill Lynch September 2010 - October 2012
UBS Wealth Management October 2007 - September 2010
Morgan Stanley June 2006 - October 2007
McDonald Investments December 1997 - March 2006
Skills
Series 7, Asset Allocation, Investment Advisory, Wealth Management, Mutual Funds, Series 63, Alternative Investments, Asset Managment, Investments, Portfolio Management, Investment Strategies, Uniform Combined State..., Investment Management, Retirement Planning, Securities, Certified Financial..., Certified Investment..., Series 66, Series 31
Education
Cleveland State University 1998 — 2001
MBA, Business
Washington and Lee University 1979 — 1984
Bachelor of Arts (BA), Psychology
Tony DiPietro's McDonald Investments Experience December 1989 - April 2001
Job Vice President Risk Review Capital Markets at KeyBank
Industry Financial Services
Experience
KeyBank June 2012 - Present
PNC Capital Markets December 2004 - May 2012
St Christopher School and Rocky River High School 1989 - 2007
Huntington Capital Corporation August 2003 - July 2004
FifthThird Bank April 2001 - August 2003
McDonald Investments December 1989 - April 2001
Skills
Asset Managment, Investments, Series 7
Education
Elon University 1985 — 1989
BS, Major: Finance, Minor: Economics
Rocky River High School 1983 — 1984
St. Edward High School 1981 — 1982
KeyBank June 2012 - Present
PNC Capital Markets December 2004 - May 2012
St Christopher School and Rocky River High School 1989 - 2007
Huntington Capital Corporation August 2003 - July 2004
FifthThird Bank April 2001 - August 2003
McDonald Investments December 1989 - April 2001
Skills
Asset Managment, Investments, Series 7
Education
Elon University 1985 — 1989
BS, Major: Finance, Minor: Economics
Rocky River High School 1983 — 1984
St. Edward High School 1981 — 1982
Nick Mitchell, CFA, CMT's McDonald Investments Experience January 2002 - October 2002
Job Managing Director, Research Analyst at Northcoast Research
Industry Investment Management
Experience
Northcoast Research 2009 - Present
Ardor Capital L.L.C. November 2004 - October 2008
FTN Midwest Securities October 2002 - November 2004
McDonald Investments January 2002 - October 2002
Skills
Financial Modeling, Value Investing, Equity Research, Equities, Portfolio Management, Valuation, Investments, Technical Analysis, Capital Markets, Investment Strategies, Hedge Funds, Securities, Wealth Management, Equity Valuation, Finance, Financial Markets, Investment Management, Mutual Funds
Education
John Carroll University 1996 — 2001
B.S.B.A., Finance
Northcoast Research 2009 - Present
Ardor Capital L.L.C. November 2004 - October 2008
FTN Midwest Securities October 2002 - November 2004
McDonald Investments January 2002 - October 2002
Skills
Financial Modeling, Value Investing, Equity Research, Equities, Portfolio Management, Valuation, Investments, Technical Analysis, Capital Markets, Investment Strategies, Hedge Funds, Securities, Wealth Management, Equity Valuation, Finance, Financial Markets, Investment Management, Mutual Funds
Education
John Carroll University 1996 — 2001
B.S.B.A., Finance
Donald Babbitt's McDonald Investments Experience 1998 - 2001
Job Partner at Optima Partners
Industry Legal Services
Experience
Optima Partners June 2015 - Present
Duff & Phelps / Kinetic Partners May 2011 - May 2014
Prometheus Capital Partners, LLC July 2008 - May 2011
Prairie Grove Farms, LLC June 2005 - July 2008
Trinity Capital Partners LLC January 2002 - May 2005
McDonald Investments 1998 - 2001
Ocwen Financial Corporation June 1997 - August 1998
Federal Deposit Insurance Corporation January 1992 - May 1995
US Securities and Exchange Commission September 1982 - August 1987
Skills
Hedge Funds, Due Diligence, Alternative Investments, Securities Regulation, Private Equity, Capital Markets, Fixed Income, Risk Management, Asset Managment, Securities, Derivatives, Investments, Mutual Funds, Accounting, Equities, Investment Advisory, AML, Mergers, Corporate Governance, Investment Management, Mergers & Acquisitions, Asset Management, Restructuring, Investment Banking, Leadership, Anti Money Laundering
Education
Columbia University - Columbia Business School 1987 — 1988
mba, finance
University of Dayton School of Law 1979 — 1982
JD, Law, 4.0 GPA on 4 point scale
University of Alabama 1977 — 1979
BA, Political Science
Optima Partners June 2015 - Present
Duff & Phelps / Kinetic Partners May 2011 - May 2014
Prometheus Capital Partners, LLC July 2008 - May 2011
Prairie Grove Farms, LLC June 2005 - July 2008
Trinity Capital Partners LLC January 2002 - May 2005
McDonald Investments 1998 - 2001
Ocwen Financial Corporation June 1997 - August 1998
Federal Deposit Insurance Corporation January 1992 - May 1995
US Securities and Exchange Commission September 1982 - August 1987
Skills
Hedge Funds, Due Diligence, Alternative Investments, Securities Regulation, Private Equity, Capital Markets, Fixed Income, Risk Management, Asset Managment, Securities, Derivatives, Investments, Mutual Funds, Accounting, Equities, Investment Advisory, AML, Mergers, Corporate Governance, Investment Management, Mergers & Acquisitions, Asset Management, Restructuring, Investment Banking, Leadership, Anti Money Laundering
Education
Columbia University - Columbia Business School 1987 — 1988
mba, finance
University of Dayton School of Law 1979 — 1982
JD, Law, 4.0 GPA on 4 point scale
University of Alabama 1977 — 1979
BA, Political Science
Erin O'Connell-Morse's McDonald Investments Experience 1998 - 2004
Job Sr. Business System Analyst at PNC
Industry Banking
Experience
PNC August 2013 - Present
PNC Investments January 2012 - August 2013
KeyBank February 2008 - June 2011
Key Bank June 2006 - February 2008
Key Bank December 2004 - June 2006
McDonald Investments 1998 - 2004
Skills
Process Improvement, Product Innovation, Training, Banking, Business Analysis, Portfolio Management, Strategic Planning, Business Strategy, Project Management, Cross-functional Team..., Customer Satisfaction, Employee Training, Call Centers, Vendor Management
Education
Capital University 1998 — 2002
Bachelor of Arts (B.A.), Training and Development Management
University of Cincinnati 1987 — 1989
Art History
PNC August 2013 - Present
PNC Investments January 2012 - August 2013
KeyBank February 2008 - June 2011
Key Bank June 2006 - February 2008
Key Bank December 2004 - June 2006
McDonald Investments 1998 - 2004
Skills
Process Improvement, Product Innovation, Training, Banking, Business Analysis, Portfolio Management, Strategic Planning, Business Strategy, Project Management, Cross-functional Team..., Customer Satisfaction, Employee Training, Call Centers, Vendor Management
Education
Capital University 1998 — 2002
Bachelor of Arts (B.A.), Training and Development Management
University of Cincinnati 1987 — 1989
Art History
Roseanna Petruzzelli's McDonald Investments Experience 1992 - 1997
Job Director
Industry Health, Wellness and Fitness
Experience
LIFE*MOD January 2014 - Present
InvestoMetrix November 2011 - Present
Liberty Realty October 2003 - Present
The Jenn Veasey Group 1997 - 2001
McDonald Investments 1992 - 1997
Nikko Securities 1986 - 1993
Nikko Securities 1987 - 1992
Skills
First Time Home Buyers, New Home Sales, Referrals, ABR, National Association of..., Strategic Planning, Corporate Real Estate, Coaching, Townhomes, Investors, Relocation, Listings, Sales, Short Sales, Marketing, Property, Condos, Real Estate Transactions, Management, Real Estate, Residential Homes, REO, Selling, Commercial Real Estate, Sellers, Investment Properties, Foreclosures, Property Management, Negotiation, Single Family Homes, Buyer Representation, Rentals, Real Property, Real Estate Development
Education
Baldwin Wallace University
Renatus
Real Estate Investing
LIFE*MOD January 2014 - Present
InvestoMetrix November 2011 - Present
Liberty Realty October 2003 - Present
The Jenn Veasey Group 1997 - 2001
McDonald Investments 1992 - 1997
Nikko Securities 1986 - 1993
Nikko Securities 1987 - 1992
Skills
First Time Home Buyers, New Home Sales, Referrals, ABR, National Association of..., Strategic Planning, Corporate Real Estate, Coaching, Townhomes, Investors, Relocation, Listings, Sales, Short Sales, Marketing, Property, Condos, Real Estate Transactions, Management, Real Estate, Residential Homes, REO, Selling, Commercial Real Estate, Sellers, Investment Properties, Foreclosures, Property Management, Negotiation, Single Family Homes, Buyer Representation, Rentals, Real Property, Real Estate Development
Education
Baldwin Wallace University
Renatus
Real Estate Investing
Holly Cavalier's McDonald Investments Experience January 2006 - March 2007
Job Chief Compliance Officer at The Townsend Group
Industry Financial Services
Experience
The Townsend Group January 2014 - Present
Victory Capital Management January 2012 - December 2013
Victory Capital Management June 1998 - January 2012
McDonald Investments January 2006 - March 2007
BISYS June 1989 - May 1995
Skills
Series 7, Asset Managment, Securities, Mutual Funds, Alternative Investments, Investments, Hedge Funds, Investment Advisory, FINRA, Due Diligence, Series 63, Portfolio Management, Asset Allocation, Asset Management, Investment Management, Equities, Standards Compliance
Education
Baldwin Wallace University 1995 — 1997
MBA, Business
The Ohio State University 1990 — 1992
BS, Economics
Florida State University 1985 — 1987
The Townsend Group January 2014 - Present
Victory Capital Management January 2012 - December 2013
Victory Capital Management June 1998 - January 2012
McDonald Investments January 2006 - March 2007
BISYS June 1989 - May 1995
Skills
Series 7, Asset Managment, Securities, Mutual Funds, Alternative Investments, Investments, Hedge Funds, Investment Advisory, FINRA, Due Diligence, Series 63, Portfolio Management, Asset Allocation, Asset Management, Investment Management, Equities, Standards Compliance
Education
Baldwin Wallace University 1995 — 1997
MBA, Business
The Ohio State University 1990 — 1992
BS, Economics
Florida State University 1985 — 1987
Heidi Vroutos's McDonald Investments Experience January 2002 - February 2007
Job Institutional Client Administrator at Allegiant Asset Management
Industry Financial Services
Experience
Allegiant Asset Management March 2007 - Present
McDonald Investments January 2002 - February 2007
Key Bank August 1999 - January 2002
Education
Baldwin Wallace University 1995 — 1998
Allegiant Asset Management March 2007 - Present
McDonald Investments January 2002 - February 2007
Key Bank August 1999 - January 2002
Education
Baldwin Wallace University 1995 — 1998
Sean Lally's McDonald Investments Experience April 1995 - August 2006
Job Regional Director/Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2013 - Present
ICON Advisers September 2006 - December 2012
McDonald Investments April 1995 - August 2006
Education
Cleveland State University 1999 — 2000
MBA, Finance
Xavier University 1988 — 1993
Bachelor of Science (BS), Finance, General
St. Ignatius High School 1984 — 1988
Goldman Sachs January 2013 - Present
ICON Advisers September 2006 - December 2012
McDonald Investments April 1995 - August 2006
Education
Cleveland State University 1999 — 2000
MBA, Finance
Xavier University 1988 — 1993
Bachelor of Science (BS), Finance, General
St. Ignatius High School 1984 — 1988
Richard Wynne's McDonald Investments Experience 1997 - 2000
Job Managing Director at Silver Birch Capital Advisors, LLC
Industry Banking
Experience
Silver Birch Capital Advisors, LLC October 2013 - Present
Apolo Biostreams, LLC March 2013 - Present
Indiana Merchant Banking and Brokerage Co., Inc. October 2009 - September 2013
David A. Noyes & Co. 2006 - 2009
City Securities Corporation 2000 - 2004
McDonald Investments 1997 - 2000
Skills
Strategy, Private Equity, Investment Banking, Venture Capital, Analysis, Alternative Investments, Corporate Development, Mergers & Acquisitions, Valuation, Capital Markets, Corporate Finance, Investments, M&A experience, Portfolio Management, Asset Management, Due Diligence, Financial Modeling, Business Valuation, Hedge Funds, LBO, Business Strategy, Funding, Financial Structuring, Executive Management, Divestitures, Private Placements, Restructuring
Education
Indiana University Bloomington 1995 — 1997
MBA, Finance
Northwestern University 1987 — 1991
Bachelor of Arts (B.A.), History
Silver Birch Capital Advisors, LLC October 2013 - Present
Apolo Biostreams, LLC March 2013 - Present
Indiana Merchant Banking and Brokerage Co., Inc. October 2009 - September 2013
David A. Noyes & Co. 2006 - 2009
City Securities Corporation 2000 - 2004
McDonald Investments 1997 - 2000
Skills
Strategy, Private Equity, Investment Banking, Venture Capital, Analysis, Alternative Investments, Corporate Development, Mergers & Acquisitions, Valuation, Capital Markets, Corporate Finance, Investments, M&A experience, Portfolio Management, Asset Management, Due Diligence, Financial Modeling, Business Valuation, Hedge Funds, LBO, Business Strategy, Funding, Financial Structuring, Executive Management, Divestitures, Private Placements, Restructuring
Education
Indiana University Bloomington 1995 — 1997
MBA, Finance
Northwestern University 1987 — 1991
Bachelor of Arts (B.A.), History
Pete Nagy's McDonald Investments Experience March 1999 - September 2000
Job Senior Financial Analyst at FedEx Corporation
Industry Transportation/Trucking/Railroad
Experience
FedEx Corporation November 2012 - Present
GOJO Industries November 2011 - October 2012
Charter Steel (Cleveland Operations) February 2011 - November 2011
Aleris July 2009 - January 2011
Aleris 2008 - 2009
Aleris International 2005 - 2007
Brownco Securities (a div. of JPMorganchase) October 2000 - May 2005
PRG-Schultz June 2003 - September 2004
McDonald Investments March 1999 - September 2000
Skills
Forecasting, Analysis, Process Improvement, Credit, Financial Modeling, Finance, Financial Reporting, Financial Analysis, Budgets, Risk Management, Accounting, Variance Analysis, Auditing, Leadership
Education
Baldwin Wallace University
B.A., Finance & Accounting
Marietta College
B.A., Corporate Media
Walsh Jesuit High School
H.S. Diploma, College Preparatory
FedEx Corporation November 2012 - Present
GOJO Industries November 2011 - October 2012
Charter Steel (Cleveland Operations) February 2011 - November 2011
Aleris July 2009 - January 2011
Aleris 2008 - 2009
Aleris International 2005 - 2007
Brownco Securities (a div. of JPMorganchase) October 2000 - May 2005
PRG-Schultz June 2003 - September 2004
McDonald Investments March 1999 - September 2000
Skills
Forecasting, Analysis, Process Improvement, Credit, Financial Modeling, Finance, Financial Reporting, Financial Analysis, Budgets, Risk Management, Accounting, Variance Analysis, Auditing, Leadership
Education
Baldwin Wallace University
B.A., Finance & Accounting
Marietta College
B.A., Corporate Media
Walsh Jesuit High School
H.S. Diploma, College Preparatory
Wally Radjenovic's McDonald Investments Experience 2000 - 2000
Job President, Northwestern Ohio Foam Products
Industry Building Materials
Experience
Northwestern Ohio Foam Products April 2005 - Present
Duff & Phelps Inc. January 2004 - March 2005
William Blair and Company July 2001 - December 2001
McDonald Investments 2000 - 2000
Invacare January 1994 - August 1998
Skills
Energy Efficiency, Investment Banking, Business Valuation, Strategic Planning, Valuation, Due Diligence, Portfolio Management, Team Building, Sales Management, Mergers & Acquisitions, Entrepreneurship, Mergers, Engineering, Green Building, Business Strategy, Financial Modeling, Private Equity, Corporate Development, Financial Analysis, New Business Development, Investments, Capital Markets, Thermal Insulation, Leadership, Venture Capital, Corporate Finance, Strategy
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance, Accounting, Entrepreneurship
Sapienza Università di Roma 1992 — 1993
Fulbright Scholarship, Engineering
Boston University 1988 — 1992
BS, Aerospace Engineering
Northwestern Ohio Foam Products April 2005 - Present
Duff & Phelps Inc. January 2004 - March 2005
William Blair and Company July 2001 - December 2001
McDonald Investments 2000 - 2000
Invacare January 1994 - August 1998
Skills
Energy Efficiency, Investment Banking, Business Valuation, Strategic Planning, Valuation, Due Diligence, Portfolio Management, Team Building, Sales Management, Mergers & Acquisitions, Entrepreneurship, Mergers, Engineering, Green Building, Business Strategy, Financial Modeling, Private Equity, Corporate Development, Financial Analysis, New Business Development, Investments, Capital Markets, Thermal Insulation, Leadership, Venture Capital, Corporate Finance, Strategy
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance, Accounting, Entrepreneurship
Sapienza Università di Roma 1992 — 1993
Fulbright Scholarship, Engineering
Boston University 1988 — 1992
BS, Aerospace Engineering
Nathan Allen-Wagner's McDonald Investments Experience August 1999 - February 2000
Job Associate Principal Consultant at Magenic
Industry Information Technology and Services
Experience
Magenic March 2013 - Present
Bennett Adelson November 2008 - March 2013
InfoCision Management Corporation February 2001 - November 2008
Key Bank February 2000 - February 2001
McDonald Investments August 1999 - February 2000
The Kissinger Company June 1998 - August 1999
Skills
.NET, TFS, Microsoft SQL Server, WCF, Web Services, Unit Testing, Visual Basic, Visual Studio, XML, HTML, Software Development, C#, ASP.NET, ASP, ASP.NET MVC, SQL, AJAX, JavaScript, SharePoint, Stored Procedures, T-SQL, jQuery
Education
Colorado State University 1996 — 1998
Mechanical Engineering
Magenic March 2013 - Present
Bennett Adelson November 2008 - March 2013
InfoCision Management Corporation February 2001 - November 2008
Key Bank February 2000 - February 2001
McDonald Investments August 1999 - February 2000
The Kissinger Company June 1998 - August 1999
Skills
.NET, TFS, Microsoft SQL Server, WCF, Web Services, Unit Testing, Visual Basic, Visual Studio, XML, HTML, Software Development, C#, ASP.NET, ASP, ASP.NET MVC, SQL, AJAX, JavaScript, SharePoint, Stored Procedures, T-SQL, jQuery
Education
Colorado State University 1996 — 1998
Mechanical Engineering
Donna Abramczyk's McDonald Investments Experience 1998 - 2000
Job PFS Web Developer at Cleveland Clinic
Industry Financial Services
Experience
Cleveland Clinic March 2012 - Present
Cleveland Clinic November 2009 - March 2012
Key Bank June 2000 - November 2009
Chagrin Consulting Services, Inc. June 1997 - June 2000
McDonald Investments 1998 - 2000
CompuServe June 1992 - May 1997
Skills
Microsoft SQL Server, Business Analysis, Crystal Reports, SQL, Visual Basic, C#, .NET, VB.NET, Programming, SDLC, Access, HTML, Agile Methodologies
Education
Franklin University 1993 — 1995
BA, Business, Computers
Cleveland Clinic March 2012 - Present
Cleveland Clinic November 2009 - March 2012
Key Bank June 2000 - November 2009
Chagrin Consulting Services, Inc. June 1997 - June 2000
McDonald Investments 1998 - 2000
CompuServe June 1992 - May 1997
Skills
Microsoft SQL Server, Business Analysis, Crystal Reports, SQL, Visual Basic, C#, .NET, VB.NET, Programming, SDLC, Access, HTML, Agile Methodologies
Education
Franklin University 1993 — 1995
BA, Business, Computers
James Josephson's McDonald Investments Experience November 2004 - February 2007
Job Retirement Plan Consultant at UBS
Industry Financial Services
Experience
UBS Financial Services, Inc 2007 - Present
McDonald Investments November 2004 - February 2007
Victory Funds, Bisys November 2002 - October 2003
IntelliSpace May 2000 - November 2002
KeyBank August 1997 - May 2000
ADP November 1994 - August 1997
Education
Alfred University 1982 — 1986
BA
UBS Financial Services, Inc 2007 - Present
McDonald Investments November 2004 - February 2007
Victory Funds, Bisys November 2002 - October 2003
IntelliSpace May 2000 - November 2002
KeyBank August 1997 - May 2000
ADP November 1994 - August 1997
Education
Alfred University 1982 — 1986
BA
David Dunstan's McDonald Investments Experience May 1997 - December 1998
Job President at Western Reserve Partners LLC
Industry Investment Banking
Experience
Western Reserve Partners LLC January 2015 - Present
Western Reserve Partners LLC July 2004 - Present
Key Banc Capital Markets January 1999 - June 2004
McDonald Investments May 1997 - December 1998
Ernst & Young August 1992 - May 1996
Skills
Private Equity, Mergers, Investment Banking, Restructuring, Strategy, Mergers & Acquisitions, Corporate Finance, Divestitures, Finance
Education
Weatherhead School of Management at Case Western Reserve University 1996 — 1997
MBA, Finance
Miami University 1988 — 1992
B.S., Accountancy
Western Reserve Partners LLC January 2015 - Present
Western Reserve Partners LLC July 2004 - Present
Key Banc Capital Markets January 1999 - June 2004
McDonald Investments May 1997 - December 1998
Ernst & Young August 1992 - May 1996
Skills
Private Equity, Mergers, Investment Banking, Restructuring, Strategy, Mergers & Acquisitions, Corporate Finance, Divestitures, Finance
Education
Weatherhead School of Management at Case Western Reserve University 1996 — 1997
MBA, Finance
Miami University 1988 — 1992
B.S., Accountancy
Tim McDonough, CFA's McDonald Investments Experience September 2005 - February 2007
Job Equity Trader at Key Private Bank
Industry Investment Management
Experience
KeyBank June 2012 - Present
KeyBank October 2011 - June 2012
KeyBank April 2009 - October 2011
KeyBank February 2007 - April 2009
McDonald Investments September 2005 - February 2007
Education
Cleveland State University 2010 — 2012
MBA, Finance
Ohio University 2001 — 2004
BA, History, Economics
St. Ignatius High School 1996 — 2000
KeyBank June 2012 - Present
KeyBank October 2011 - June 2012
KeyBank April 2009 - October 2011
KeyBank February 2007 - April 2009
McDonald Investments September 2005 - February 2007
Education
Cleveland State University 2010 — 2012
MBA, Finance
Ohio University 2001 — 2004
BA, History, Economics
St. Ignatius High School 1996 — 2000
Peter Rubicam, CFA's McDonald Investments Experience 1999 - 2002
Job Professor at Montana State University
Industry Financial Services
Experience
Montana State University August 2010 - Present
McDonald Investments 1999 - 2002
Buckingham Research Group 1998 - 1999
Credit Suisse First Boston 1997 - 1998
Dean Witter 1991 - 1997
Skills
Microsoft Excel
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1991
MBA, Finance
Union College 1975 — 1980
BS, Electrical Engineering
Montana State University August 2010 - Present
McDonald Investments 1999 - 2002
Buckingham Research Group 1998 - 1999
Credit Suisse First Boston 1997 - 1998
Dean Witter 1991 - 1997
Skills
Microsoft Excel
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1991
MBA, Finance
Union College 1975 — 1980
BS, Electrical Engineering
Paul B. Clifford's McDonald Investments Experience September 1997 - December 2000
Job JBC International Investments, Inc. dba Commercial Investment Capital, JBC Funding and Select Homes Realty
Industry Capital Markets
Experience
JBC International Investments, Inc. April 2013 - Present
Harbour Financial, LLC 2000 - December 2013
Doctors Telehealth Network April 2007 - April 2009
McDonald Investments September 1997 - December 2000
The Long-Term Credit Bank of Japan 1990 - 1997
Citicorp 1987 - 1990
Skills
Capital Markets, Investments, Investment Banking, Private Equity, Corporate Finance, Mergers, Mergers & Acquisitions, Credit, Strategy, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Finance, Equities, Real Estate, Portfolio Management
Education
The University of Chicago 1985 — 1987
MBA, Specialization in Finance
Merrimack College 1973 — 1978
BSBA, Finance
JBC International Investments, Inc. April 2013 - Present
Harbour Financial, LLC 2000 - December 2013
Doctors Telehealth Network April 2007 - April 2009
McDonald Investments September 1997 - December 2000
The Long-Term Credit Bank of Japan 1990 - 1997
Citicorp 1987 - 1990
Skills
Capital Markets, Investments, Investment Banking, Private Equity, Corporate Finance, Mergers, Mergers & Acquisitions, Credit, Strategy, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Finance, Equities, Real Estate, Portfolio Management
Education
The University of Chicago 1985 — 1987
MBA, Specialization in Finance
Merrimack College 1973 — 1978
BSBA, Finance
Daryl Nash's McDonald Investments Experience July 2000 - December 2005
Job Trust Systems Analyst at First Citizens Bank
Industry Banking
Experience
First Citizens Bank January 2006 - Present
McDonald Investments July 2000 - December 2005
Wachovia 1995 - 2000
Skills
Cash Management, Banking, Systems Analysis, Portfolio Management, System Administration, Wealth Management, IT Operations, Investments, Financial Services, Relationship Management, Risk Management, Asset Management, Credit, Financial Analysis, Loans, Vendor Management, Process Improvement, Leadership, IT Service Management, Commercial Banking, Mutual Funds, Commercial Lending, Management, Project Management, Business Analysis, Customer Service, Financial Risk, Strategic Financial...
Education
Guilford College 1991 — 1995
B.S, Accounting
First Citizens Bank January 2006 - Present
McDonald Investments July 2000 - December 2005
Wachovia 1995 - 2000
Skills
Cash Management, Banking, Systems Analysis, Portfolio Management, System Administration, Wealth Management, IT Operations, Investments, Financial Services, Relationship Management, Risk Management, Asset Management, Credit, Financial Analysis, Loans, Vendor Management, Process Improvement, Leadership, IT Service Management, Commercial Banking, Mutual Funds, Commercial Lending, Management, Project Management, Business Analysis, Customer Service, Financial Risk, Strategic Financial...
Education
Guilford College 1991 — 1995
B.S, Accounting
Rich Mauch's McDonald Investments Experience 2005 - October 2006
Job QA Analyst at Safeguard Properties
Industry Information Technology and Services
Experience
Safeguard Properties February 2014 - Present
Harley-Davidson Motor Company August 2013 - January 2014
Fidelity Investments October 2006 - August 2013
McDonald Investments 2005 - October 2006
Skills
Access, Analysis, Business Analysis, Data Analysis, Process Improvement, Quality Assurance, Vendor Management, Business Process..., Requirements Analysis
Education
Kent State University 1998 — 2002
Bachelor, Criminal Justice
Safeguard Properties February 2014 - Present
Harley-Davidson Motor Company August 2013 - January 2014
Fidelity Investments October 2006 - August 2013
McDonald Investments 2005 - October 2006
Skills
Access, Analysis, Business Analysis, Data Analysis, Process Improvement, Quality Assurance, Vendor Management, Business Process..., Requirements Analysis
Education
Kent State University 1998 — 2002
Bachelor, Criminal Justice
David A Doll's McDonald Investments Experience August 1986 - February 2007
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. February 2007 - Present
McDonald Investments August 1986 - February 2007
Education
Baldwin Wallace University 1974 — 1977
bachlors of art, business finance/political science
UBS Financial Services Inc. February 2007 - Present
McDonald Investments August 1986 - February 2007
Education
Baldwin Wallace University 1974 — 1977
bachlors of art, business finance/political science
Charmaine Turner's McDonald Investments Experience October 1992 - October 2004
Job Certified Financial Planner
Industry Financial Services
Experience
Merrill Lynch March 2006 - May 2008
Advest, Inc. November 2004 - March 2006
McDonald Investments October 1992 - October 2004
Education
College for Financial Planning 1994 — 1997
Certified Financial Planner Designation, Financial Planning
Merrill Lynch March 2006 - May 2008
Advest, Inc. November 2004 - March 2006
McDonald Investments October 1992 - October 2004
Education
College for Financial Planning 1994 — 1997
Certified Financial Planner Designation, Financial Planning
Kathleen SuSong's McDonald Investments Experience October 1989 - May 2007
Job HR Group Manager
Industry Financial Services
Experience
UBS Wealth Management 2007 - Present
McDonald Investments October 1989 - May 2007
Key Bank 2005 - 2007
Skills
Executive Pay, Succession Planning, Financial Advisor..., Firm level Brokerage..., HRIS, Incentive Programs, Mergers, Performance Management, Equities, Onboarding, Organizational Design, Talent Management, Employee Engagement, Human Resources, Financial Analysis, Mergers & Acquisitions, Auditing, Business Analysis, Finance, Wealth Management, Accounting
Education
Marquette University 1977 — 1980
UBS Wealth Management 2007 - Present
McDonald Investments October 1989 - May 2007
Key Bank 2005 - 2007
Skills
Executive Pay, Succession Planning, Financial Advisor..., Firm level Brokerage..., HRIS, Incentive Programs, Mergers, Performance Management, Equities, Onboarding, Organizational Design, Talent Management, Employee Engagement, Human Resources, Financial Analysis, Mergers & Acquisitions, Auditing, Business Analysis, Finance, Wealth Management, Accounting
Education
Marquette University 1977 — 1980
Robert Weisman's McDonald Investments Experience 1994 - 2001
Job Owner, Great Water Capital Partners LLC
Industry Financial Services
Experience
Great Water Capital Partners LLC 2001 - Present
McDonald Investments 1994 - 2001
FBS Merchant Bank 1987 - 1990
Skills
Strategic Planning
Education
Harvard Law School 1963 — 1966
J.D., Law
Cornell University 1959 — 1963
B.A., Economics, Government
Great Water Capital Partners LLC 2001 - Present
McDonald Investments 1994 - 2001
FBS Merchant Bank 1987 - 1990
Skills
Strategic Planning
Education
Harvard Law School 1963 — 1966
J.D., Law
Cornell University 1959 — 1963
B.A., Economics, Government
Tom Clevidence's McDonald Investments Experience July 1992 - October 1998
Job Executive Search Consultant at Thomas G. Clevidence
Industry Mining & Metals
Experience
Thomas G. Clevidence Executive Search July 2010 - Present
Olympic Steel July 2008 - March 2010
Baldwin-Wallace College February 2008 - July 2008
Qualigence, Inc. July 2006 - October 2007
Fifth Third Bank September 2001 - February 2006
Cuyahoga Community College July 2001 - September 2001
Key Corp October 1998 - January 2001
McDonald Investments July 1992 - October 1998
Ameritrust/Society Bank October 1989 - June 1992
Ernst & Young March 1982 - October 1989
Skills
Talent Acquisition, Employee Relations, Talent Management, Human Resources, Performance Management, HRIS, Deferred Compensation, Employee Benefits, Executive Search, Management, Program Management, Management Consulting, Career Counseling, Recruiting, Onboarding, Succession Planning, Organizational..., Applicant Tracking...
Education
Cleveland State University - Cleveland-Marshall College of Law 1978 — 1983
Juris Doctor, Law
Kent State University 1972 — 1974
M.Ed., Higher Education Administration
Baldwin Wallace University 1968 — 1972
B.A., Spanish
Thomas G. Clevidence Executive Search July 2010 - Present
Olympic Steel July 2008 - March 2010
Baldwin-Wallace College February 2008 - July 2008
Qualigence, Inc. July 2006 - October 2007
Fifth Third Bank September 2001 - February 2006
Cuyahoga Community College July 2001 - September 2001
Key Corp October 1998 - January 2001
McDonald Investments July 1992 - October 1998
Ameritrust/Society Bank October 1989 - June 1992
Ernst & Young March 1982 - October 1989
Skills
Talent Acquisition, Employee Relations, Talent Management, Human Resources, Performance Management, HRIS, Deferred Compensation, Employee Benefits, Executive Search, Management, Program Management, Management Consulting, Career Counseling, Recruiting, Onboarding, Succession Planning, Organizational..., Applicant Tracking...
Education
Cleveland State University - Cleveland-Marshall College of Law 1978 — 1983
Juris Doctor, Law
Kent State University 1972 — 1974
M.Ed., Higher Education Administration
Baldwin Wallace University 1968 — 1972
B.A., Spanish
Steve Lacko's McDonald Investments Experience 2000 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
PNC Financial Services Group August 2007 - Present
McDonald Investments 2000 - 2007
Education
Cleveland State University 2011 — 2015
MA, Sociology
Cleveland State University 1988 — 1994
BA, Social Work
PNC Financial Services Group August 2007 - Present
McDonald Investments 2000 - 2007
Education
Cleveland State University 2011 — 2015
MA, Sociology
Cleveland State University 1988 — 1994
BA, Social Work
Rob Bosart's McDonald Investments Experience August 1996 - November 2005
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2005 - Present
McDonald Investments August 1996 - November 2005
General Motors 1990 - 1995
Skills
Investments, Marketing, Small Business, Asset Allocation, Retirement, Retirement Planning, Investment Strategies, Mutual Funds, Securities, Finance, Alternative Investments, Fixed Annuities, Equities, 401k, IRAs, Fixed Income
Education
Miami University 1985 — 1990
BA, Business Administration
Seaholm High School 1982 — 1985
Wells Fargo Advisors, LLC 2005 - Present
McDonald Investments August 1996 - November 2005
General Motors 1990 - 1995
Skills
Investments, Marketing, Small Business, Asset Allocation, Retirement, Retirement Planning, Investment Strategies, Mutual Funds, Securities, Finance, Alternative Investments, Fixed Annuities, Equities, 401k, IRAs, Fixed Income
Education
Miami University 1985 — 1990
BA, Business Administration
Seaholm High School 1982 — 1985
Michelle Simpson, CFA's McDonald Investments Experience April 1999 - August 2000
Job Law Student at Texas A&M University School of Law
Industry Law Practice
Experience
Texas A&M University School of Law 2013 - Present
Federal Home Loan Bank of Atlanta September 2000 - June 2013
McDonald Investments April 1999 - August 2000
Skills
Credit Risk, Market Risk, Financial Analysis, Derivatives, PLMBS, Banking, Credit, Fixed Income, Corporate Finance, Portfolio Management, Credit Analysis, Securities, Financial Risk, Analysis, Risk Management, Bloomberg, Process Improvement, Capital Markets, Loans, Valuation, Financial Modeling, Due Diligence, Treasury Management, Financial Services, Finance, Trading, Equities, Investments, Mergers & Acquisitions, Strategy, Asset Management, Corporate Governance, Financial Regulation, Cash Management, Commercial Lending, Strategic Financial..., Commercial Banking, Financial Institutions, Financial Planning
Education
Texas A&M University School of Law 2013 — 2016
Doctor of Law (J.D.), Law
Georgia State University College of Law 2012 — 2013
Doctor of Law (JD), Law
St. Francis University 1998 — 1999
MBA, Finance
University of Pittsburgh
BA, Accounting
Texas A&M University School of Law 2013 - Present
Federal Home Loan Bank of Atlanta September 2000 - June 2013
McDonald Investments April 1999 - August 2000
Skills
Credit Risk, Market Risk, Financial Analysis, Derivatives, PLMBS, Banking, Credit, Fixed Income, Corporate Finance, Portfolio Management, Credit Analysis, Securities, Financial Risk, Analysis, Risk Management, Bloomberg, Process Improvement, Capital Markets, Loans, Valuation, Financial Modeling, Due Diligence, Treasury Management, Financial Services, Finance, Trading, Equities, Investments, Mergers & Acquisitions, Strategy, Asset Management, Corporate Governance, Financial Regulation, Cash Management, Commercial Lending, Strategic Financial..., Commercial Banking, Financial Institutions, Financial Planning
Education
Texas A&M University School of Law 2013 — 2016
Doctor of Law (J.D.), Law
Georgia State University College of Law 2012 — 2013
Doctor of Law (JD), Law
St. Francis University 1998 — 1999
MBA, Finance
University of Pittsburgh
BA, Accounting
Muffie Tilden's McDonald Investments Experience 1993 - 2007
Job Administrative Assistant at Boyd Watterson Asset Management
Industry Education Management
Experience
Boyd Watterson Asset Management March 2010 - October 2011
McDonald Investments 1993 - 2007
Skills
Investments
Education
Baldwin Wallace University 1987 — 1989
Special Certification, Elementary Ed
Kent State University 1968 — 1974
BA, English - Education
Avon Lake High School 1964 — 1968
Diploma
Boyd Watterson Asset Management March 2010 - October 2011
McDonald Investments 1993 - 2007
Skills
Investments
Education
Baldwin Wallace University 1987 — 1989
Special Certification, Elementary Ed
Kent State University 1968 — 1974
BA, English - Education
Avon Lake High School 1964 — 1968
Diploma
Lisa Moye's McDonald Investments Experience 2000 - 2003
Job Wealth of business and administrative experience
Industry Banking
Experience
The CCG companies October 2014 - Present
PolyOne February 2012 - July 2014
PolyOne August 2011 - February 2012
KeyBank 2003 - 2011
McDonald Investments 2000 - 2003
Festo October 1995 - November 1998
Skills
Mergers, Financial Reporting, Human Resources, Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Forecasting, Process Improvement, Leadership
Education
Baldwin Wallace University 2000 — 2008
Bachelor's Degree, Business Administration & Sociology
The CCG companies October 2014 - Present
PolyOne February 2012 - July 2014
PolyOne August 2011 - February 2012
KeyBank 2003 - 2011
McDonald Investments 2000 - 2003
Festo October 1995 - November 1998
Skills
Mergers, Financial Reporting, Human Resources, Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Forecasting, Process Improvement, Leadership
Education
Baldwin Wallace University 2000 — 2008
Bachelor's Degree, Business Administration & Sociology
Laura Loesch's McDonald Investments Experience 1994 - 1995
Job Board of Directors, Treasurer
Industry Financial Services
Experience
Private Attorney at Law 2011 - 2014
New York Life Insurance Company October 2009 - 2011
NatCity Investments, Inc. December 2001 - August 2007
NatCity Investments, Inc. August 1995 - December 2001
McDonald Investments 1994 - 1995
Skills
Fixed Income, Financial Services, Securities, Investments, Change Management, Strategic Planning, Financial Analysis, Banking, Portfolio Management, Loans, Treasury Management, Bookkeeping, Board of Directors, Finance, Leadership, Risk Management
Education
Baldwin-Wallace College
Private Attorney at Law 2011 - 2014
New York Life Insurance Company October 2009 - 2011
NatCity Investments, Inc. December 2001 - August 2007
NatCity Investments, Inc. August 1995 - December 2001
McDonald Investments 1994 - 1995
Skills
Fixed Income, Financial Services, Securities, Investments, Change Management, Strategic Planning, Financial Analysis, Banking, Portfolio Management, Loans, Treasury Management, Bookkeeping, Board of Directors, Finance, Leadership, Risk Management
Education
Baldwin-Wallace College
Terrell Shealy's McDonald Investments Experience January 1999 - January 2003
Job Project Assistant at TEKsystems
Industry Health, Wellness and Fitness
Experience
TEKsystems April 2013 - Present
The MetroHealth System May 2011 - June 2012
Alliance Healthcare Ltd 2000 - 2009
Paragon TEC August 2007 - March 2008
The Cleveland Clinic October 2004 - August 2006
Cleveland Clinic 2004 - August 2006
McDonald Investments January 1999 - January 2003
Skills
Outlook, Training, Healthcare, Administrative..., Microsoft Office, Microsoft Excel, Invoicing, PowerPoint, Management, Hospitals, Recruiting, Databases, Research, Medical Records, Medical Coding, Spreadsheets, Nursing, ICD-9, Mergers & Acquisitions, Process Scheduler, Program Management
Education
Cuyahoga Community College 1999 — 2000
Applied Science
TEKsystems April 2013 - Present
The MetroHealth System May 2011 - June 2012
Alliance Healthcare Ltd 2000 - 2009
Paragon TEC August 2007 - March 2008
The Cleveland Clinic October 2004 - August 2006
Cleveland Clinic 2004 - August 2006
McDonald Investments January 1999 - January 2003
Skills
Outlook, Training, Healthcare, Administrative..., Microsoft Office, Microsoft Excel, Invoicing, PowerPoint, Management, Hospitals, Recruiting, Databases, Research, Medical Records, Medical Coding, Spreadsheets, Nursing, ICD-9, Mergers & Acquisitions, Process Scheduler, Program Management
Education
Cuyahoga Community College 1999 — 2000
Applied Science
Laura C Hoffmann's McDonald Investments Experience 2000 - 2005
Job Project Manager at PNC Bank
Industry Information Technology and Services
Experience
PNC August 2010 - Present
YWCA of Greater Cleveland June 2009 - August 2010
American Diabetes Association January 2010 - July 2010
Key Bank 2006 - 2009
Key Bank 2005 - 2006
McDonald Investments 2000 - 2005
Prudential Securities 1999 - 2000
VALIC and AIG Annuity 1998 - 1999
Cape Securities Inc. 1997 - 1998
Education
Baldwin Wallace University 2004 — 2006
MBA, Management, Project Management, Economics, Data Analysis
University of North Carolina at Wilmington 1995 — 1997
B. S. Finance, Finance, Economics
PNC August 2010 - Present
YWCA of Greater Cleveland June 2009 - August 2010
American Diabetes Association January 2010 - July 2010
Key Bank 2006 - 2009
Key Bank 2005 - 2006
McDonald Investments 2000 - 2005
Prudential Securities 1999 - 2000
VALIC and AIG Annuity 1998 - 1999
Cape Securities Inc. 1997 - 1998
Education
Baldwin Wallace University 2004 — 2006
MBA, Management, Project Management, Economics, Data Analysis
University of North Carolina at Wilmington 1995 — 1997
B. S. Finance, Finance, Economics
Jennifer Mocsiran's McDonald Investments Experience 2005 - 2007
Job Health Unit Coordinator at The Cleveland Clinic
Industry Financial Services
Experience
The Cleveland Clinic August 2010 - Present
Lockheed Martin (DFAS) November 2009 - April 2010
Moskal Gross Orchosky 2008 - 2008
Key Bank 2008 - 2008
Key Bank 2007 - 2008
McDonald Investments 2005 - 2007
McDonald Investments 1999 - 2005
Leeper & DeRose 1997 - 1999
First National Supermarkets 1995 - 1997
First National Supermarkets 1988 - 1995
Skills
Customer Service, Hospitals
Education
University of Toledo 1990 — 1991
None, Pharmacy
Cleveland State University
The Cleveland Clinic August 2010 - Present
Lockheed Martin (DFAS) November 2009 - April 2010
Moskal Gross Orchosky 2008 - 2008
Key Bank 2008 - 2008
Key Bank 2007 - 2008
McDonald Investments 2005 - 2007
McDonald Investments 1999 - 2005
Leeper & DeRose 1997 - 1999
First National Supermarkets 1995 - 1997
First National Supermarkets 1988 - 1995
Skills
Customer Service, Hospitals
Education
University of Toledo 1990 — 1991
None, Pharmacy
Cleveland State University
Joseph N. Morena's McDonald Investments Experience April 1999 - September 2001
Job Financial Services Representative New York Life
Industry Financial Services
Experience
New York Life Securities May 2012 - Present
Morgan Stanley Smith Barney July 2011 - May 2012
MetLife Financial Services March 2010 - April 2012
E Trade Financial November 2007 - July 2009
Amerivest Partners, American Stock Exchange, August 2005 - November 2007
American Stock Exchange 1976 - 2007
JNM Brokerage October 2003 - August 2005
Harvey Young Yurman September 2001 - October 2003
McDonald Investments April 1999 - September 2001
Lasher Group May 1996 - April 1999
Skills
Options, Series 7, FINRA, Derivatives, Equities, ETFs, Trading, Trading Systems, Electronic Trading, Series 63, Fixed Income, Securities, Brokerage
Education
Baruch College, City University of New York (CUNY) 1974 — 1979
MBA, Finance and Investments
New York Life Securities May 2012 - Present
Morgan Stanley Smith Barney July 2011 - May 2012
MetLife Financial Services March 2010 - April 2012
E Trade Financial November 2007 - July 2009
Amerivest Partners, American Stock Exchange, August 2005 - November 2007
American Stock Exchange 1976 - 2007
JNM Brokerage October 2003 - August 2005
Harvey Young Yurman September 2001 - October 2003
McDonald Investments April 1999 - September 2001
Lasher Group May 1996 - April 1999
Skills
Options, Series 7, FINRA, Derivatives, Equities, ETFs, Trading, Trading Systems, Electronic Trading, Series 63, Fixed Income, Securities, Brokerage
Education
Baruch College, City University of New York (CUNY) 1974 — 1979
MBA, Finance and Investments
Ken Unger's McDonald Investments Experience 1996 - 2000
Job Manager, App Development at Applied Industrial Technologies
Industry Information Technology and Services
Experience
Applied Industrial Technologies May 2013 - Present
KiyaTek, LLC March 2012 - Present
Key Bank 2000 - September 2011
McDonald Investments 1996 - 2000
McDonald Investments 1993 - 1996
DATACORP 1989 - 1993
Skills
COBOL, SQL, Visual Basic, Software Development, XML, SOA, Java, .NET, C#, JavaScript, SharePoint, OOP, CSS, Scrum, Software Documentation, Requirements Analysis
Education
Baldwin Wallace University 1994 — 1996
M.B.A., Management
David N. Myers University 1992 — 1994
B.S., Business Management
Cuyahoga Community College 1982 — 1985
A.A.B., Data Processing
Applied Industrial Technologies May 2013 - Present
KiyaTek, LLC March 2012 - Present
Key Bank 2000 - September 2011
McDonald Investments 1996 - 2000
McDonald Investments 1993 - 1996
DATACORP 1989 - 1993
Skills
COBOL, SQL, Visual Basic, Software Development, XML, SOA, Java, .NET, C#, JavaScript, SharePoint, OOP, CSS, Scrum, Software Documentation, Requirements Analysis
Education
Baldwin Wallace University 1994 — 1996
M.B.A., Management
David N. Myers University 1992 — 1994
B.S., Business Management
Cuyahoga Community College 1982 — 1985
A.A.B., Data Processing
Kathleen McGrath, CFP® ADPA(SM)'s McDonald Investments Experience February 1997 - January 2007
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2007 - Present
McDonald Investments February 1997 - January 2007
Merrill Lynch May 1995 - February 1997
Federal Reserve Bank of Cleveland 1993 - 1995
Key Bank 1984 - 1993
Skills
Retirement Planning, Investments, Financial Advisory, Asset Allocation, Financial Services, Alternative Investments, Wealth, Series 7, Series 65, Strategic Investment...
Education
Baldwin Wallace University
Bachelor of Science, Business Administration
Westlake High School
Wells Fargo Advisors, LLC January 2007 - Present
McDonald Investments February 1997 - January 2007
Merrill Lynch May 1995 - February 1997
Federal Reserve Bank of Cleveland 1993 - 1995
Key Bank 1984 - 1993
Skills
Retirement Planning, Investments, Financial Advisory, Asset Allocation, Financial Services, Alternative Investments, Wealth, Series 7, Series 65, Strategic Investment...
Education
Baldwin Wallace University
Bachelor of Science, Business Administration
Westlake High School
Dan McKinley's McDonald Investments Experience September 2000 - December 2002
Job Finance/ Investments; Analyst / Advisor open to new opportunities
Industry Financial Services
Experience
Chatham Advisors Ltd. October 2006 - December 2010
UBS April 2003 - October 2006
Belmont University 1993 - 2004
McDonald Investments September 2000 - December 2002
J. C. Bradford & Co. August 1992 - July 2000
Fidelity Investments 1987 - 1989
Smith Barney, Harris Upham & Co. 1981 - 1987
Skills
Portfolio Management, Investments, Finance, Management, Valuation, Asset Allocation, Trading, Mergers & Acquisitions, Investment Banking, Financial Modeling, Business Strategy, Series 7, Strategic Planning, Series 63, Equities, Asset Management
Education
Harvard Business School
MBA
Seton Hall University
BS
Seton-LaSalle High School
St. Bernard School
Chatham Advisors Ltd. October 2006 - December 2010
UBS April 2003 - October 2006
Belmont University 1993 - 2004
McDonald Investments September 2000 - December 2002
J. C. Bradford & Co. August 1992 - July 2000
Fidelity Investments 1987 - 1989
Smith Barney, Harris Upham & Co. 1981 - 1987
Skills
Portfolio Management, Investments, Finance, Management, Valuation, Asset Allocation, Trading, Mergers & Acquisitions, Investment Banking, Financial Modeling, Business Strategy, Series 7, Strategic Planning, Series 63, Equities, Asset Management
Education
Harvard Business School
MBA
Seton Hall University
BS
Seton-LaSalle High School
St. Bernard School
Beth Coneglio's McDonald Investments Experience January 2005 - April 2006
Job Associate
Industry Financial Services
Experience
Charles Schwab August 2012 - Present
Nordonia Hills School District August 2009 - June 2012
McDonald Investments January 2005 - April 2006
KeyBank July 1998 - January 2005
Cleveland Crunch Soccer Club June 1996 - July 1998
Louisville Redbirds Baseball and Louisville RiverFrogs Hockey May 1995 - August 1995
Education
Bowling Green State University 1991 — 1995
Bachelor of Science, Education, Commercial Recreation Administration; Career; Public Relations
Charles Schwab August 2012 - Present
Nordonia Hills School District August 2009 - June 2012
McDonald Investments January 2005 - April 2006
KeyBank July 1998 - January 2005
Cleveland Crunch Soccer Club June 1996 - July 1998
Louisville Redbirds Baseball and Louisville RiverFrogs Hockey May 1995 - August 1995
Education
Bowling Green State University 1991 — 1995
Bachelor of Science, Education, Commercial Recreation Administration; Career; Public Relations
Bill Larkman's McDonald Investments Experience November 2004 - February 2007
Job Director at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services February 2007 - Present
McDonald Investments November 2004 - February 2007
NatCity Investments May 1996 - November 2004
FINRA (fka NASD) June 1980 - May 1996
Education
Cleveland State University 1982 — 1986
MBA, Finance
Miami University 1976 — 1980
BA, Finance
UBS Financial Services February 2007 - Present
McDonald Investments November 2004 - February 2007
NatCity Investments May 1996 - November 2004
FINRA (fka NASD) June 1980 - May 1996
Education
Cleveland State University 1982 — 1986
MBA, Finance
Miami University 1976 — 1980
BA, Finance
Colin Parks, CFP's McDonald Investments Experience June 1996 - February 2007
Job Retirement Plan Consultant, Grove Wealth Management PartnersUBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management February 2007 - Present
McDonald Investments June 1996 - February 2007
Skills
Investment Management, Asset Managment, Investment Advisory, Series 63
Education
Bowling Green State University
UBS Wealth Management February 2007 - Present
McDonald Investments June 1996 - February 2007
Skills
Investment Management, Asset Managment, Investment Advisory, Series 63
Education
Bowling Green State University
Rory Fitzpatrick's McDonald Investments Experience October 1996 - November 1999
Job Athletic Director St. Ignatius High School
Industry Education Management
Experience
Saint Ignatius High School July 2008 - Present
Saint Ignatius High School November 1999 - June 2008
McDonald Investments October 1996 - November 1999
Skills
Athletic Training, Fundraising, Sports Management, Staff Development, Curriculum Design, Teaching, Public Speaking, Sports, Athletics, Higher Education, Sports Marketing, Event Planning, Educational Technology, Curriculum Development, Lesson Planning
Education
Marquette University 1988 — 1992
Communication, Public Relations & Marketing
Saint Ignatius High School
Saint Ignatius High School July 2008 - Present
Saint Ignatius High School November 1999 - June 2008
McDonald Investments October 1996 - November 1999
Skills
Athletic Training, Fundraising, Sports Management, Staff Development, Curriculum Design, Teaching, Public Speaking, Sports, Athletics, Higher Education, Sports Marketing, Event Planning, Educational Technology, Curriculum Development, Lesson Planning
Education
Marquette University 1988 — 1992
Communication, Public Relations & Marketing
Saint Ignatius High School
Jen Koch's McDonald Investments Experience September 1996 - March 2000
Job Founder at Smiles with Style
Industry Philanthropy
Experience
Smiles with Style 2012 - Present
National Interstate Insurance Company July 2008 - November 2011
Progressive Insurance February 2001 - July 2008
McDonald Investments September 1996 - March 2000
Ernst & Young May 1995 - September 1996
Skills
Property & Casualty..., Insurance
Education
Weatherhead School of Management at Case Western Reserve University 2010 — 2012
Master's Degree
Miami University 1991 — 1995
Accounting / Finance
Smiles with Style 2012 - Present
National Interstate Insurance Company July 2008 - November 2011
Progressive Insurance February 2001 - July 2008
McDonald Investments September 1996 - March 2000
Ernst & Young May 1995 - September 1996
Skills
Property & Casualty..., Insurance
Education
Weatherhead School of Management at Case Western Reserve University 2010 — 2012
Master's Degree
Miami University 1991 — 1995
Accounting / Finance
Edward Nagorny's McDonald Investments Experience 1997 - 2003
Job JD, CPA, MBA
Industry Insurance
Experience
Ohio Department of Insurance 2004 - Present
McDonald Investments 1997 - 2003
KeyBank 1996 - 1997
Kochis and Associates 1994 - 1996
Ameritech 1979 - 1994
Ernst & Young 1978 - 1979
Education
Case Western Reserve University - Weatherhead School of Management
MBA, Finance Focus
Cleveland State University - Cleveland-Marshall College of Law
JD, Law
John Carroll University
BSBA, Accounting
Ohio Department of Insurance 2004 - Present
McDonald Investments 1997 - 2003
KeyBank 1996 - 1997
Kochis and Associates 1994 - 1996
Ameritech 1979 - 1994
Ernst & Young 1978 - 1979
Education
Case Western Reserve University - Weatherhead School of Management
MBA, Finance Focus
Cleveland State University - Cleveland-Marshall College of Law
JD, Law
John Carroll University
BSBA, Accounting
Cathy Dedor's McDonald Investments Experience 1995 - 1999
Job Manager, ECM Infrastructure Services at KeyBank
Industry Banking
Experience
KeyBank 2011 - Present
KeyBank 2004 - 2011
KeyBank 1999 - 2004
McDonald Investments 1995 - 1999
Skills
Enterprise Content..., Networking, Unix, FileNet, Middleware, IBM BPM, Technical Support, Infrastructure, Enterprise Architecture, SOA, Business Analysis, WebSphere Application..., Management, SDLC, Vendor Management, Process Improvement, Disaster Recovery, Integration
Education
Cleveland State University
Erieview Catholic High School
KeyBank 2011 - Present
KeyBank 2004 - 2011
KeyBank 1999 - 2004
McDonald Investments 1995 - 1999
Skills
Enterprise Content..., Networking, Unix, FileNet, Middleware, IBM BPM, Technical Support, Infrastructure, Enterprise Architecture, SOA, Business Analysis, WebSphere Application..., Management, SDLC, Vendor Management, Process Improvement, Disaster Recovery, Integration
Education
Cleveland State University
Erieview Catholic High School
Frank Cario's McDonald Investments Experience May 2000 - December 2009
Job SENIOR PROGRAMMER ANALYST at KeyBank
Industry Banking
Experience
KeyBank May 2012 - Present
KeyBank January 2010 - April 2012
McDonald Investments May 2000 - December 2009
Skills
Banking, Microsoft Office, Customer Service, Process Improvement, Leadership, Business Analysis, Information Technology, Microsoft SQL Server, Windows Server, Unix, SharePoint, Disaster Recovery, Network Administration, Network Security, Access Control, Remote Access, VPN
Education
Cuyahoga Community College 2012 — 2015
Networking Software, Information Technology
KeyBank May 2012 - Present
KeyBank January 2010 - April 2012
McDonald Investments May 2000 - December 2009
Skills
Banking, Microsoft Office, Customer Service, Process Improvement, Leadership, Business Analysis, Information Technology, Microsoft SQL Server, Windows Server, Unix, SharePoint, Disaster Recovery, Network Administration, Network Security, Access Control, Remote Access, VPN
Education
Cuyahoga Community College 2012 — 2015
Networking Software, Information Technology