McDonald Investments
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McDonald Investments Employees
Employee
Years
Job
Industry
Gregory Boshart Gregory Boshart's McDonald Investments Experience July 1997 - March 2003
Job Vice President at Janney Montgomery Scott LLC
Industry Investment Management
Experience
Janney, Montgomery, Scott January 2005 - Present
HSBC Securities March 2003 - January 2005
McDonald Investments July 1997 - March 2003
Skills
Retirement Planning, Retirement Income..., Financial Planning, Investments, Portfolio Management, Wealth Management, Mutual Funds, Fixed Income, Annuities, Fixed Annuities, Strategic Financial..., Retirement, Series 7, Investment Strategies, Investment Advisory, Asset Allocation, Series 63, Alternative Investments, Securities, Equities
Education
State University of New York College at Fredonia 1983 — 1987
Bachelor of Science, Special Studies Finance/Music Business
North Syracuse High School 1979 — 1983
Advanced Regents, College Entrance
Janney, Montgomery, Scott January 2005 - Present
HSBC Securities March 2003 - January 2005
McDonald Investments July 1997 - March 2003
Skills
Retirement Planning, Retirement Income..., Financial Planning, Investments, Portfolio Management, Wealth Management, Mutual Funds, Fixed Income, Annuities, Fixed Annuities, Strategic Financial..., Retirement, Series 7, Investment Strategies, Investment Advisory, Asset Allocation, Series 63, Alternative Investments, Securities, Equities
Education
State University of New York College at Fredonia 1983 — 1987
Bachelor of Science, Special Studies Finance/Music Business
North Syracuse High School 1979 — 1983
Advanced Regents, College Entrance
Jeff Jones, CFA Jeff Jones, CFA's McDonald Investments Experience 1983 - 1988
Job Managing Director at Blackhill Partners
Industry Financial Services
Experience
Blackhill Partners September 2011 - Present
Barrier Advisors January 2007 - August 2011
Loughlin Meghji + Company August 2003 - December 2006
KeyCorp 1999 - 2003
Carleton McCreary Holmes division of KeyCorp 1996 - 1998
KeyCorp 1994 - 1996
Home Environmental Products (aka Plantopia) 1991 - 1993
Prescott, Ball & Turben 1988 - 1991
McDonald Investments 1983 - 1988
Skills
Energy, Industrial Sector, Real Estate, Steel, Agriculture, Refinancings, Mergers, Valuation, Distressed M&A, Restructuring, Investment Banking, Corporate Finance, Capital Markets, Mergers & Acquisitions, Debt Restructuring, Finance, Start-ups, Financial Analysis, Portfolio Management, Divestitures, Equities, Hedge Funds, mergers and acquisitions
Education
Southern Methodist University - Cox School of Business 1974 — 1978
BBA, Finance, Accounting
Blackhill Partners September 2011 - Present
Barrier Advisors January 2007 - August 2011
Loughlin Meghji + Company August 2003 - December 2006
KeyCorp 1999 - 2003
Carleton McCreary Holmes division of KeyCorp 1996 - 1998
KeyCorp 1994 - 1996
Home Environmental Products (aka Plantopia) 1991 - 1993
Prescott, Ball & Turben 1988 - 1991
McDonald Investments 1983 - 1988
Skills
Energy, Industrial Sector, Real Estate, Steel, Agriculture, Refinancings, Mergers, Valuation, Distressed M&A, Restructuring, Investment Banking, Corporate Finance, Capital Markets, Mergers & Acquisitions, Debt Restructuring, Finance, Start-ups, Financial Analysis, Portfolio Management, Divestitures, Equities, Hedge Funds, mergers and acquisitions
Education
Southern Methodist University - Cox School of Business 1974 — 1978
BBA, Finance, Accounting
Carey Grainger Carey Grainger's McDonald Investments Experience September 2002 - April 2004
Job CFO & Director of Corporate Development at Patronus Medical
Industry Medical Practice
Experience
Patronus Medical LLC December 2013 - Present
X Holdings, LLC January 2012 - Present
ComCloud April 2013 - December 2014
Guardian 24/7 December 2011 - October 2012
Kairos Partners, LLC August 2004 - December 2011
Williams Capital, LLC June 2008 - December 2009
McDonald Investments September 2002 - April 2004
Salomon Smith Barney July 1993 - September 2002
Skills
Business Development, Sales, Private Equity, Venture Capital, Mergers, Investments, Due Diligence, Alternative Investments, Corporate Development, Financial Modeling, Investment Banking, Private Placements, Start-ups, Portfolio Management, Asset Managment, Strategic Consulting, Marketing Strategy, Entrepreneurship, Mergers & Acquisitions, Strategic Planning, Finance, Management Consulting, Financial Services, Business Strategy, Cloud Computing, Equities, Investment Management, Asset Allocation, Financial Advisory, SaaS, Wealth Management, Management, Strategic Partnerships, Executive Management, Trading, Financial Structuring, Strategy, Valuation, Corporate Finance, Asset Management
Education
University of Georgia - Terry College of Business 1989 — 1993
BBA, Finance
The Westminster Schools
Patronus Medical LLC December 2013 - Present
X Holdings, LLC January 2012 - Present
ComCloud April 2013 - December 2014
Guardian 24/7 December 2011 - October 2012
Kairos Partners, LLC August 2004 - December 2011
Williams Capital, LLC June 2008 - December 2009
McDonald Investments September 2002 - April 2004
Salomon Smith Barney July 1993 - September 2002
Skills
Business Development, Sales, Private Equity, Venture Capital, Mergers, Investments, Due Diligence, Alternative Investments, Corporate Development, Financial Modeling, Investment Banking, Private Placements, Start-ups, Portfolio Management, Asset Managment, Strategic Consulting, Marketing Strategy, Entrepreneurship, Mergers & Acquisitions, Strategic Planning, Finance, Management Consulting, Financial Services, Business Strategy, Cloud Computing, Equities, Investment Management, Asset Allocation, Financial Advisory, SaaS, Wealth Management, Management, Strategic Partnerships, Executive Management, Trading, Financial Structuring, Strategy, Valuation, Corporate Finance, Asset Management
Education
University of Georgia - Terry College of Business 1989 — 1993
BBA, Finance
The Westminster Schools
Nancy Leizman Nancy Leizman's McDonald Investments Experience February 1989 - September 1998
Job Managing Director, Senior Vice President Investments at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. September 2015 - Present
Wells Fargo Advisors, LLC. August 1998 - September 2015
Wachovia Securities, LLC September 1998 - December 2008
McDonald Investments February 1989 - September 1998
Merrill Lynch October 1986 - February 1989
Skills
Risk Management, Securities, Financial Advisory, Investments, Management, Investment planning, Asset Allocation, Financial Analysis, Retirement Planning, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Finance, Valuation, Mutual Funds, Investment Strategies, Fixed Income, Financial Services, Due Diligence, Equities, Private Equity, Capital Markets
Education
University of Michigan 1980 — 1984
A.B., History and Economics
Raymond James Financial, Inc. September 2015 - Present
Wells Fargo Advisors, LLC. August 1998 - September 2015
Wachovia Securities, LLC September 1998 - December 2008
McDonald Investments February 1989 - September 1998
Merrill Lynch October 1986 - February 1989
Skills
Risk Management, Securities, Financial Advisory, Investments, Management, Investment planning, Asset Allocation, Financial Analysis, Retirement Planning, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Finance, Valuation, Mutual Funds, Investment Strategies, Fixed Income, Financial Services, Due Diligence, Equities, Private Equity, Capital Markets
Education
University of Michigan 1980 — 1984
A.B., History and Economics
Josh Basen Josh Basen's McDonald Investments Experience 2005 - 2007
Job Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services Inc. February 2007 - Present
McDonald Investments 2005 - 2007
Education
Miami University 2001 — 2005
B.S. - Finance, Entrepreneurship
UBS Financial Services Inc. February 2007 - Present
McDonald Investments 2005 - 2007
Education
Miami University 2001 — 2005
B.S. - Finance, Entrepreneurship
Joe Cole Joe Cole's McDonald Investments Experience December 1995 - April 2004
Job Seeking New OpportunitiesBusiness DevelopmentOperationsManagement
Industry Nonprofit Organization Management
Experience
Briarpatch Ranch Movie Locations December 2013 - Present
RJC Consulting October 2000 - Present
Cards For a Cause LLC March 2009 - October 2013
GYG International March 2008 - May 2009
Leonard & Company FInancial Services May 2004 - October 2007
Dean WItter Reynolds July 1989 - December 2004
McDonald Investments December 1995 - April 2004
Drexel Burnham Lambert March 1987 - July 1989
A & Y Auto Transport September 1983 - September 1986
Skills
Major Fields of study:..., Labor Relations,..., classes, Michigan, State University and..., Social Networking, Marketing, Management, Fundraising, Budgets, Negotiation, Procurement, Retail, Team Building, Customer Service, Sales, Training, Small Business, Strategic Planning, Social Media Marketing, Entrepreneurship, Leadership, Business Strategy, Contract Negotiation, Marketing Strategy, Time Management, Start-ups, Team Leadership, Sales Management, Hospitality, Business Development, New Business Development, Online Marketing, Business Planning, Strategy, Forecasting, Purchasing, Mergers & Acquisitions, Financial Analysis, Inventory Management, Advertising, Pricing, Product Development, Market Research, Event Management, Analysis, Project Planning, Coaching, Account Management, Competitive Analysis
Education
University of Michigan 1975 — 1978
General Studies, Economics/Business
Michigan State University 1974 — 1975
NA, General Studies
Andover 1971 — 1974
University of Michigan
Briarpatch Ranch Movie Locations December 2013 - Present
RJC Consulting October 2000 - Present
Cards For a Cause LLC March 2009 - October 2013
GYG International March 2008 - May 2009
Leonard & Company FInancial Services May 2004 - October 2007
Dean WItter Reynolds July 1989 - December 2004
McDonald Investments December 1995 - April 2004
Drexel Burnham Lambert March 1987 - July 1989
A & Y Auto Transport September 1983 - September 1986
Skills
Major Fields of study:..., Labor Relations,..., classes, Michigan, State University and..., Social Networking, Marketing, Management, Fundraising, Budgets, Negotiation, Procurement, Retail, Team Building, Customer Service, Sales, Training, Small Business, Strategic Planning, Social Media Marketing, Entrepreneurship, Leadership, Business Strategy, Contract Negotiation, Marketing Strategy, Time Management, Start-ups, Team Leadership, Sales Management, Hospitality, Business Development, New Business Development, Online Marketing, Business Planning, Strategy, Forecasting, Purchasing, Mergers & Acquisitions, Financial Analysis, Inventory Management, Advertising, Pricing, Product Development, Market Research, Event Management, Analysis, Project Planning, Coaching, Account Management, Competitive Analysis
Education
University of Michigan 1975 — 1978
General Studies, Economics/Business
Michigan State University 1974 — 1975
NA, General Studies
Andover 1971 — 1974
University of Michigan
Mike Bornhorst Mike Bornhorst's McDonald Investments Experience May 1996 - February 2007
Job First Vice President Investments The Bornhorst Wealth Management Group, of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2008 - Present
The National Hemophilia Foundation April 2005 - April 2010
UBS February 2007 - August 2008
McDonald Investments May 1996 - February 2007
Education
University of Cincinnati College of Business 1985 — 1990
University of Cincinnati
Bachelor's Degree, finance/real estate
St. Ignatius High School
Wells Fargo Advisors August 2008 - Present
The National Hemophilia Foundation April 2005 - April 2010
UBS February 2007 - August 2008
McDonald Investments May 1996 - February 2007
Education
University of Cincinnati College of Business 1985 — 1990
University of Cincinnati
Bachelor's Degree, finance/real estate
St. Ignatius High School
Scott Ashburn Scott Ashburn's McDonald Investments Experience November 2005 - February 2007
Job Director at UBS Wealth Management Americas
Industry Financial Services
Experience
UBS Financial Services February 2007 - Present
McDonald Investments November 2005 - February 2007
McDonald Financial Group January 2003 - November 2005
KeyCorp April 2000 - January 2003
Gradison Financial Services 1991 - 1993
Skills
Process Improvement, Recruiting, Strategic Financial..., Strategy, Wealth Management, Management, Strategic Planning, Leadership, Project Management, Banking, Finance, Sales, Marketing, Investments, Mutual Funds, Public Speaking, Sales Management, Customer Satisfaction, Valuation, Series 7, Portfolio Management, Capital Markets, Employee Training, Consulting, Securities, Equities, Networking, Asset Allocation, Financial Advisory, Business Development
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Securities Industry Institute
University of Cincinnati 1981 — 1985
Marketing
The Ohio State University 1977 — 1981
Industrial Design
UBS Financial Services February 2007 - Present
McDonald Investments November 2005 - February 2007
McDonald Financial Group January 2003 - November 2005
KeyCorp April 2000 - January 2003
Gradison Financial Services 1991 - 1993
Skills
Process Improvement, Recruiting, Strategic Financial..., Strategy, Wealth Management, Management, Strategic Planning, Leadership, Project Management, Banking, Finance, Sales, Marketing, Investments, Mutual Funds, Public Speaking, Sales Management, Customer Satisfaction, Valuation, Series 7, Portfolio Management, Capital Markets, Employee Training, Consulting, Securities, Equities, Networking, Asset Allocation, Financial Advisory, Business Development
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Securities Industry Institute
University of Cincinnati 1981 — 1985
Marketing
The Ohio State University 1977 — 1981
Industrial Design
Crystal Harp Crystal Harp's McDonald Investments Experience August 2011 - Present
Job Crew Member at McDonald Investments
Industry Investment Banking
Experience
McDonald Investments August 2011 - Present
Henry County Board of Education August 2008 - March 2010
Skills
HTML, CSS, ASP.NET, PHP, MySQL, Web Development, Web Design, Adobe Dreamweaver/...
Education
Sullivan College of Technology and Design 2010 — 2012
Associates, Dynamic Web Development
McDonald Investments August 2011 - Present
Henry County Board of Education August 2008 - March 2010
Skills
HTML, CSS, ASP.NET, PHP, MySQL, Web Development, Web Design, Adobe Dreamweaver/...
Education
Sullivan College of Technology and Design 2010 — 2012
Associates, Dynamic Web Development
Steve Goens Steve Goens's McDonald Investments Experience June 1969 - August 2005
Job Senior Vice President
Industry Financial Services
Experience
Large Investment Banking Firm August 2005 - Present
McDonald Investments June 1969 - August 2005
Education
The University of Texas at Austin 1970 — 1970
Finance & Economics
Wright Sate University 1967 — 1969
BS, Finance & Economics
Wharton School of Business
Finance & Economics
Large Investment Banking Firm August 2005 - Present
McDonald Investments June 1969 - August 2005
Education
The University of Texas at Austin 1970 — 1970
Finance & Economics
Wright Sate University 1967 — 1969
BS, Finance & Economics
Wharton School of Business
Finance & Economics
Jim Uden's McDonald Investments Experience 2000 - 2003
Job Chief Financial Officer at Meridian Surgical Partners
Industry Hospital & Health Care
Experience
Meridian Surgical Partners 2013 - Present
Meridian Surgical Partners 2005 - 2013
Surgical Alliance 2003 - 2005
McDonald Investments 2000 - 2003
Skills
Mergers, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Strategic Planning, Data Visualization, Microsoft Excel, Tableau, Acquisition Analysis, Information..., Mergers & Acquisitions, Finance, Venture Capital, Equity Research, Corporate Development, Business Strategy, Financial Reporting, Budgets, Cross-functional Team..., M&A experience, Data Analysis, Private Equity, Due Diligence, Executive Management, Healthcare Consulting, Capital Markets, Business Valuation, Investment Banking, Strategy, Start-ups, Analytics, Accounting, Portfolio Management, Healthcare Information..., Strategic Financial..., Competitive Analysis, Business Intelligence, Process Improvement, Investments, Healthcare, Revenue Cycle Management, Asset Management, Revenue Cycle, Managed Care, Divestitures
Education
Sewanee-The University of the South 1994 — 1997
BA, Economics
Montgomery Bell Academy 1989 — 1993
Meridian Surgical Partners 2013 - Present
Meridian Surgical Partners 2005 - 2013
Surgical Alliance 2003 - 2005
McDonald Investments 2000 - 2003
Skills
Mergers, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Strategic Planning, Data Visualization, Microsoft Excel, Tableau, Acquisition Analysis, Information..., Mergers & Acquisitions, Finance, Venture Capital, Equity Research, Corporate Development, Business Strategy, Financial Reporting, Budgets, Cross-functional Team..., M&A experience, Data Analysis, Private Equity, Due Diligence, Executive Management, Healthcare Consulting, Capital Markets, Business Valuation, Investment Banking, Strategy, Start-ups, Analytics, Accounting, Portfolio Management, Healthcare Information..., Strategic Financial..., Competitive Analysis, Business Intelligence, Process Improvement, Investments, Healthcare, Revenue Cycle Management, Asset Management, Revenue Cycle, Managed Care, Divestitures
Education
Sewanee-The University of the South 1994 — 1997
BA, Economics
Montgomery Bell Academy 1989 — 1993
Paula Janofsky Paula Janofsky's McDonald Investments Experience March 1997 - May 2008
Job Director of Operations at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets June 2008 - Present
McDonald Investments March 1997 - May 2008
Skills
Account Reconciliation, Asset Management, Banking, Capital Markets, Equities, FINRA, Fixed Income, Internal Audit, Internal Controls, Investments, Management, Portfolio Management, Risk Management, Securities, Series 63, Series 7
Education
Queensborough Community College 1988 — 1993
BS, Accounting and Information Systems
KeyBanc Capital Markets June 2008 - Present
McDonald Investments March 1997 - May 2008
Skills
Account Reconciliation, Asset Management, Banking, Capital Markets, Equities, FINRA, Fixed Income, Internal Audit, Internal Controls, Investments, Management, Portfolio Management, Risk Management, Securities, Series 63, Series 7
Education
Queensborough Community College 1988 — 1993
BS, Accounting and Information Systems
kenneth kase conte kenneth kase conte's McDonald Investments Experience January 1998 - April 2001
Job Managing Director and Head of Mergers and Acquisitions Practice at National Securities Corporation
Industry Financial Services
Experience
National Securities Corporation February 2009 - Present
vFinance Investments Inc December 2005 - February 2009
Argilus Investment Banking LLC April 2001 - December 2005
McDonald Investments January 1998 - April 2001
Key Bank October 1990 - January 1998
Shawmut Bank April 1990 - October 1990
JP Morgan Chase July 1983 - April 1990
Education
University of Rochester - Simon Business School 2002 — 2004
MBA, Finance
Niagara University 1976 — 1980
BBA, Accounting and Finance
National Securities Corporation February 2009 - Present
vFinance Investments Inc December 2005 - February 2009
Argilus Investment Banking LLC April 2001 - December 2005
McDonald Investments January 1998 - April 2001
Key Bank October 1990 - January 1998
Shawmut Bank April 1990 - October 1990
JP Morgan Chase July 1983 - April 1990
Education
University of Rochester - Simon Business School 2002 — 2004
MBA, Finance
Niagara University 1976 — 1980
BBA, Accounting and Finance
William T. Grové William T. Grové's McDonald Investments Experience October 1992 - February 2007
Job Grové Wealth Management Partners: Life Planning Financial Planning Estate Planning Investment Management
Industry Financial Services
Experience
UBS Financial Services October 1992 - Present
McDonald Investments October 1992 - February 2007
McDonald Investments 1992 - 2007
Skills
Wealth Management, Estate Planning, Series 7, Financial Advisory, Strategic Financial..., Wealth Management..., Investment Management, Investment Advisory, Retirement Planning, Philanthropy, Asset Allocation, Series 63, Series 6, Succession Planning, Series 65, Asset Management, Life Insurance, IRAs, Portfolio Management, Financial Services, 401k, Investment Strategies, Finance, Retirement, Series 24, Separately Managed..., Financial Markets, High Net Worth..., Financial Risk, Retirement Plan..., Pensions
Education
The American College of Financial Services 2014 — 2015
CAP, Philanthropic Planning: Chartered Advisor in Philanthropy
University of Johannesburg 1969 — 1972
Bachelor of Arts (BA), Anthropology, Ethnology, Private Law
Goudrif High School 1963 — 1967
High School, Matriculation - University Entrance
UBS Financial Services October 1992 - Present
McDonald Investments October 1992 - February 2007
McDonald Investments 1992 - 2007
Skills
Wealth Management, Estate Planning, Series 7, Financial Advisory, Strategic Financial..., Wealth Management..., Investment Management, Investment Advisory, Retirement Planning, Philanthropy, Asset Allocation, Series 63, Series 6, Succession Planning, Series 65, Asset Management, Life Insurance, IRAs, Portfolio Management, Financial Services, 401k, Investment Strategies, Finance, Retirement, Series 24, Separately Managed..., Financial Markets, High Net Worth..., Financial Risk, Retirement Plan..., Pensions
Education
The American College of Financial Services 2014 — 2015
CAP, Philanthropic Planning: Chartered Advisor in Philanthropy
University of Johannesburg 1969 — 1972
Bachelor of Arts (BA), Anthropology, Ethnology, Private Law
Goudrif High School 1963 — 1967
High School, Matriculation - University Entrance
Susan C. Schneider, CIMA®, CIMC®, AIF® Susan C. Schneider, CIMA®, CIMC®, AIF®'s McDonald Investments Experience January 1997 - February 2007
Job Sr Investment Consultant, Institutional Consulting Services
Industry Investment Management
Experience
Raymond James & Associates, Inc. March 2012 - Present
UBS Financial Services, Inc. April 2011 - March 2012
Colgan Capital, LLC March 2008 - April 2011
Key Bank February 2007 - March 2008
McDonald Investments January 1997 - February 2007
Essex Capital Markets Inc January 1997 - September 1998
Gemmer Asset Management February 1995 - November 1996
Old Republic Home Protection 1990 - 1991
Skills
Asset Allocation, Wealth Management, Investment Policy, Performance Measurement, Due Diligence, Fiduciary Standards
Education
University of California, Santa Cruz 1992 — 1993
BA, Biology
Raymond James & Associates, Inc. March 2012 - Present
UBS Financial Services, Inc. April 2011 - March 2012
Colgan Capital, LLC March 2008 - April 2011
Key Bank February 2007 - March 2008
McDonald Investments January 1997 - February 2007
Essex Capital Markets Inc January 1997 - September 1998
Gemmer Asset Management February 1995 - November 1996
Old Republic Home Protection 1990 - 1991
Skills
Asset Allocation, Wealth Management, Investment Policy, Performance Measurement, Due Diligence, Fiduciary Standards
Education
University of California, Santa Cruz 1992 — 1993
BA, Biology
Chris Conley, CFP® Chris Conley, CFP®'s McDonald Investments Experience 2000 - 2007
Job Senior Vice President at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services 2007 - Present
McDonald Investments 2000 - 2007
Skills
Series 7, Series 63, Wealth Management, Asset Allocation
Education
The Ohio State University 1985 — 1990
Finance, Business
UBS Financial Services 2007 - Present
McDonald Investments 2000 - 2007
Skills
Series 7, Series 63, Wealth Management, Asset Allocation
Education
The Ohio State University 1985 — 1990
Finance, Business
Edward J Boczek, CFP's McDonald Investments Experience 1995 - 2007
Job Financial Solutions Advisor at Bank of America
Industry Financial Services
Experience
Bank of America November 2012 - Present
Wells Fargo Advisors December 2010 - April 2012
McDonald Investments 1995 - 2007
International Management Group May 1979 - May 1995
Walthall, Drake & Wallace LLP CPAs June 1976 - May 1979
Education
Ohio University 1972 — 1976
B.A., Accounting
Bank of America November 2012 - Present
Wells Fargo Advisors December 2010 - April 2012
McDonald Investments 1995 - 2007
International Management Group May 1979 - May 1995
Walthall, Drake & Wallace LLP CPAs June 1976 - May 1979
Education
Ohio University 1972 — 1976
B.A., Accounting
Dan Quible Dan Quible's McDonald Investments Experience 1993 - 2007
Job Sr. Vice President, Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management December 1992 - Present
McDonald Investments 1993 - 2007
IT Corporation September 1989 - November 1992
Skills
Wealth Management, Retirement Income..., Portfolio Management, Strategic Planning, Finance, Series 7
Education
Northwestern University 1983 — 1985
M.S., College of Arts & Science-Geophysics
SUNY at Buffalo 1981 — 1983
B.A., Geophysics
University of Rochester 1978 — 1981
attended, Economics
UBS Wealth Management December 1992 - Present
McDonald Investments 1993 - 2007
IT Corporation September 1989 - November 1992
Skills
Wealth Management, Retirement Income..., Portfolio Management, Strategic Planning, Finance, Series 7
Education
Northwestern University 1983 — 1985
M.S., College of Arts & Science-Geophysics
SUNY at Buffalo 1981 — 1983
B.A., Geophysics
University of Rochester 1978 — 1981
attended, Economics
Ken Leonard Ken Leonard's McDonald Investments Experience April 2002 - December 2005
Job Senior Vice President Investments, CFP®, PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2005 - Present
McDonald Investments April 2002 - December 2005
Skills
Risk Management, Investments
Education
University at Albany, SUNY 1978 — 1982
Wells Fargo Advisors, LLC December 2005 - Present
McDonald Investments April 2002 - December 2005
Skills
Risk Management, Investments
Education
University at Albany, SUNY 1978 — 1982
Sarah ONesti Sarah ONesti's McDonald Investments Experience April 1998 - October 1999
Job Sales Associate
Industry Retail
Experience
Mass Mutual - Northwest Ohio January 2014 - July 2014
New York Life October 2004 - March 2013
McDonald Investments April 1998 - October 1999
Banc One Capital Corp. January 1997 - April 1998
Education
The Ohio State University 1986 — 1991
Bachelor Science, Finance
Grove City High School 1982 — 1986
College Prep
Mass Mutual - Northwest Ohio January 2014 - July 2014
New York Life October 2004 - March 2013
McDonald Investments April 1998 - October 1999
Banc One Capital Corp. January 1997 - April 1998
Education
The Ohio State University 1986 — 1991
Bachelor Science, Finance
Grove City High School 1982 — 1986
College Prep
Patrick McManamon's McDonald Investments Experience January 2002 - May 2004
Job Director at Cannasure Insurance Services, LLC
Industry Insurance
Experience
Cannasure Insurance Services, LLC January 2011 - Present
McManamon Insurance May 2004 - April 2013
McDonald Investments January 2002 - May 2004
Skills
Insurance, Risk Management, Healthcare, Strategic Planning, Asset Management, Investments, Leadership, Employee Benefits, Mergers & Acquisitions, Professional Liability, Finance, Analysis, Executive Management, Strategy, Portfolio Management, Due Diligence, Financial Analysis, Strategic Financial..., Valuation, Financial Planning, Management
Education
University of Dayton 1996 — 2000
Bachelor of Science (B.S.), Political Science and Government
Cannasure Insurance Services, LLC January 2011 - Present
McManamon Insurance May 2004 - April 2013
McDonald Investments January 2002 - May 2004
Skills
Insurance, Risk Management, Healthcare, Strategic Planning, Asset Management, Investments, Leadership, Employee Benefits, Mergers & Acquisitions, Professional Liability, Finance, Analysis, Executive Management, Strategy, Portfolio Management, Due Diligence, Financial Analysis, Strategic Financial..., Valuation, Financial Planning, Management
Education
University of Dayton 1996 — 2000
Bachelor of Science (B.S.), Political Science and Government
Mark Colgan, CFP Mark Colgan, CFP's McDonald Investments Experience 1995 - 1999
Job Financial Advisor with 22+ years of experience managing money and a specialty in Estate & Life Transition Planning.
Industry Financial Services
Experience
Montage Wealth Management (formally Colgan Capital) May 2004 - Present
Plan Your Legacy, LLC 2002 - Present
McDonald Investments 1995 - 1999
Skills
Strategic Financial..., Investments, Finance, Estate Planning, Marketing, Retirement, Insurance, Project Planning, Financial Services, Securities
Education
Rochester Institute of Technology 1990 — 1992
BS, Finance
Montage Wealth Management (formally Colgan Capital) May 2004 - Present
Plan Your Legacy, LLC 2002 - Present
McDonald Investments 1995 - 1999
Skills
Strategic Financial..., Investments, Finance, Estate Planning, Marketing, Retirement, Insurance, Project Planning, Financial Services, Securities
Education
Rochester Institute of Technology 1990 — 1992
BS, Finance
Thomas Sherwood's McDonald Investments Experience July 1989 - July 2002
Job Vice President, Investments
Industry Financial Services
Experience
Advisors Asset Management, Inc. December 2005 - Present
Financial Network Investment Corporation, Member SIPC August 2002 - December 2003
McDonald Investments July 1989 - July 2002
McDonald Investments October 1986 - July 1989
Municipal Advisory Council of Texas December 1984 - October 1986
M. L. Stern and Co 1984 - 1985
Skills
Series 7, Fixed Income, Bonds, Portfolio Management, FINRA, Investment Management, Asset, Series 63, Investment Advisory, Securities, Mutual Funds, Alternative Investments, Wealth Management, Finance, Uniform Combined State..., Investments
Education
University of North Texas 1980 — 1983
Bachelors of Business Administration, Marketing
San Jacinto College 1978 — 1980
undergraduate studies
The University of Texas at Austin 1977 — 1978
undergraduate studies
Clear Lake High School 1973 — 1977
Advisors Asset Management, Inc. December 2005 - Present
Financial Network Investment Corporation, Member SIPC August 2002 - December 2003
McDonald Investments July 1989 - July 2002
McDonald Investments October 1986 - July 1989
Municipal Advisory Council of Texas December 1984 - October 1986
M. L. Stern and Co 1984 - 1985
Skills
Series 7, Fixed Income, Bonds, Portfolio Management, FINRA, Investment Management, Asset, Series 63, Investment Advisory, Securities, Mutual Funds, Alternative Investments, Wealth Management, Finance, Uniform Combined State..., Investments
Education
University of North Texas 1980 — 1983
Bachelors of Business Administration, Marketing
San Jacinto College 1978 — 1980
undergraduate studies
The University of Texas at Austin 1977 — 1978
undergraduate studies
Clear Lake High School 1973 — 1977
Beth Sparks Beth Sparks's McDonald Investments Experience August 1998 - August 2003
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc., Member New York Stock Echange/SIPC August 2003 - Present
McDonald Investments August 1998 - August 2003
The Ohio Company 1986 - 1998
Education
The Ohio State University - The Max M. Fisher College of Business 1976 — 1979
Lancaster High School
Raymond James & Associates, Inc., Member New York Stock Echange/SIPC August 2003 - Present
McDonald Investments August 1998 - August 2003
The Ohio Company 1986 - 1998
Education
The Ohio State University - The Max M. Fisher College of Business 1976 — 1979
Lancaster High School
Paul D'Aiutolo Paul D'Aiutolo's McDonald Investments Experience May 2000 - February 2007
Job Institutional Consultant at UBS
Industry Financial Services
Experience
UBS Financial Services February 2007 - Present
The Plan Sponsor University January 2013 - Present
National Association of Plan Advisors 401(k) Summit January 2012 - Present
McDonald Investments May 2000 - February 2007
Manning & Napier Advisors February 1999 - May 2000
Rimkus, Marciano & Associates (formely Longaker, Rimkus & Associates) December 1993 - May 1998
Education
Saint John Fisher College 1992 — 1994
Bachelor of Science, Accounting
Allianz Global Center for Behavioral Finance 2012 — 2012
Certified Behavioral Finance Analyst
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2006 — 2006
Accredited Investment Fiduciary
The Plan Sponsor Institute 2004 — 2005
Plan Sponsor Retirement Professional
Aquinas Institute 1987 — 1990
NY State Regents Diploma (High School)
UBS Financial Services February 2007 - Present
The Plan Sponsor University January 2013 - Present
National Association of Plan Advisors 401(k) Summit January 2012 - Present
McDonald Investments May 2000 - February 2007
Manning & Napier Advisors February 1999 - May 2000
Rimkus, Marciano & Associates (formely Longaker, Rimkus & Associates) December 1993 - May 1998
Education
Saint John Fisher College 1992 — 1994
Bachelor of Science, Accounting
Allianz Global Center for Behavioral Finance 2012 — 2012
Certified Behavioral Finance Analyst
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2006 — 2006
Accredited Investment Fiduciary
The Plan Sponsor Institute 2004 — 2005
Plan Sponsor Retirement Professional
Aquinas Institute 1987 — 1990
NY State Regents Diploma (High School)
Kathryn Dulle-Groves Kathryn Dulle-Groves's McDonald Investments Experience August 2002 - June 2003
Job Director of Technology at Lincoln CollegeNormal
Industry Information Technology and Services
Experience
Lincoln College July 2007 - Present
Rosa Parks-Edison Elementary July 2003 - June 2007
McDonald Investments August 2002 - June 2003
Volt Services Group February 2002 - August 2002
Eli Lilly and Company May 2001 - February 2002
Global Staffing Solutions January 2001 - April 2001
Southern Illinois University May 2000 - December 2000
Southern Illinois University January 2000 - May 2000
State Farm Insurance June 1998 - August 1998
State Farm Insurance May 1997 - August 1997
Education
Southern Illinois University, Edwardsville 1999 — 2000
Bachelors of Science, Business Administration with a specialization in Computer Management Information Systems
Southern Illinois University, Carbondale 1996 — 1998
Information Systems
Lincoln College July 2007 - Present
Rosa Parks-Edison Elementary July 2003 - June 2007
McDonald Investments August 2002 - June 2003
Volt Services Group February 2002 - August 2002
Eli Lilly and Company May 2001 - February 2002
Global Staffing Solutions January 2001 - April 2001
Southern Illinois University May 2000 - December 2000
Southern Illinois University January 2000 - May 2000
State Farm Insurance June 1998 - August 1998
State Farm Insurance May 1997 - August 1997
Education
Southern Illinois University, Edwardsville 1999 — 2000
Bachelors of Science, Business Administration with a specialization in Computer Management Information Systems
Southern Illinois University, Carbondale 1996 — 1998
Information Systems
Jeff Thiede Jeff Thiede's McDonald Investments Experience 2001 - 2002
Job Derivatives Professional
Industry Banking
Experience
Citizens Bank, Flint, Michigan 2004 - 2010
McDonald Investments 2001 - 2002
Michigan National Bank 1999 - 2001
Wells Fargo Bank (Norwest Bank) 1994 - 1999
Bank of America 1987 - 1992
Skills
Interest Rate Swaps, Financial Modeling, Database Design, Banking
Education
San Francisco State University 1982 — 1984
Bachelor of Science (BS), International Business Management
Citizens Bank, Flint, Michigan 2004 - 2010
McDonald Investments 2001 - 2002
Michigan National Bank 1999 - 2001
Wells Fargo Bank (Norwest Bank) 1994 - 1999
Bank of America 1987 - 1992
Skills
Interest Rate Swaps, Financial Modeling, Database Design, Banking
Education
San Francisco State University 1982 — 1984
Bachelor of Science (BS), International Business Management
Jeanne Wehr's McDonald Investments Experience March 2002 - June 2004
Job Underwriting Officer at Signature Bank
Industry Banking
Experience
Signature Bank December 2012 - Present
Lake Washington School District May 2011 - Present
The Commerce Bank of Washington June 2012 - December 2012
Bank of America February 2011 - June 2012
Bank of America November 2009 - February 2011
KeyBank September 2008 - May 2009
KeyBanc Capital Markets June 2004 - September 2008
McDonald Investments March 2002 - June 2004
Skills
Financial Analysis, Commercial Banking, Corporate Finance, Business Strategy, Market Research, Underwriting, Credit Analysis, Banking, Syndications, Project Management, Loans, Capital Markets, Investment Banking, Strategy, Commercial Lending, Financial Risk, Finance
Education
Seattle Pacific University - School of Business and Economics 2006 — 2009
MBA, Finance
Whitworth University 1995 — 1999
BA, Economics, International Business, Business Management
Signature Bank December 2012 - Present
Lake Washington School District May 2011 - Present
The Commerce Bank of Washington June 2012 - December 2012
Bank of America February 2011 - June 2012
Bank of America November 2009 - February 2011
KeyBank September 2008 - May 2009
KeyBanc Capital Markets June 2004 - September 2008
McDonald Investments March 2002 - June 2004
Skills
Financial Analysis, Commercial Banking, Corporate Finance, Business Strategy, Market Research, Underwriting, Credit Analysis, Banking, Syndications, Project Management, Loans, Capital Markets, Investment Banking, Strategy, Commercial Lending, Financial Risk, Finance
Education
Seattle Pacific University - School of Business and Economics 2006 — 2009
MBA, Finance
Whitworth University 1995 — 1999
BA, Economics, International Business, Business Management
Jim Winslow Jim Winslow's McDonald Investments Experience 1998 - 2003
Job Partner, Senior Financial Advisor at Arbor Trust Wealth Advisors
Industry Financial Services
Experience
Arbor Trust Wealth Advisors August 2014 - Present
United Bank & Trust 2002 - August 2014
LPL Financial 2005 - 2014
McDonald Investments 1998 - 2003
B.R. Chamberlain & Sons 1996 - 1998
Skills
Financial Planning, Retirement, 401k, Investments, Investment Management, Wealth Management, Portfolio Management, Series 7, Investment Strategies, Investment Advisory, Estate Planning, Retirement Planning, Asset Allocation, Uniform Combined State..., Alternative Investments, FINRA, Series 63, Securities, Mutual Funds
Education
The College for Financial Planning 2009 — 2011
Master of Science (MS), Financial Planning
University of Michigan 1988 — 1992
BGS, Marketing, Spanish
Arbor Trust Wealth Advisors August 2014 - Present
United Bank & Trust 2002 - August 2014
LPL Financial 2005 - 2014
McDonald Investments 1998 - 2003
B.R. Chamberlain & Sons 1996 - 1998
Skills
Financial Planning, Retirement, 401k, Investments, Investment Management, Wealth Management, Portfolio Management, Series 7, Investment Strategies, Investment Advisory, Estate Planning, Retirement Planning, Asset Allocation, Uniform Combined State..., Alternative Investments, FINRA, Series 63, Securities, Mutual Funds
Education
The College for Financial Planning 2009 — 2011
Master of Science (MS), Financial Planning
University of Michigan 1988 — 1992
BGS, Marketing, Spanish
David Bernay David Bernay's McDonald Investments Experience November 1989 - January 1998
Job Associate at JPMC
Industry Financial Services
Experience
JPMorgan Chase 2003 - Present
Raymond James August 2000 - December 2002
Key Bank January 1998 - March 2000
McDonald Investments November 1989 - January 1998
Skills
High Availability, Data Center, COBOL, HP NonStop, Software Development, HP, Unix, SQL, ITIL, Disaster Recovery, TCP/IP, SDLC, Hardware, Storage, Integration, IT Service Management, System Administration, Requirements Analysis, Enterprise Architecture, Operating Systems, Databases, Servers, IT Management, Security
Education
Thiel College 1982 — 1987
BA, Computer Science
JPMorgan Chase 2003 - Present
Raymond James August 2000 - December 2002
Key Bank January 1998 - March 2000
McDonald Investments November 1989 - January 1998
Skills
High Availability, Data Center, COBOL, HP NonStop, Software Development, HP, Unix, SQL, ITIL, Disaster Recovery, TCP/IP, SDLC, Hardware, Storage, Integration, IT Service Management, System Administration, Requirements Analysis, Enterprise Architecture, Operating Systems, Databases, Servers, IT Management, Security
Education
Thiel College 1982 — 1987
BA, Computer Science
Valerie Maras Valerie Maras's McDonald Investments Experience October 2005 - March 2007
Job Cash Control Specialist II
Industry Insurance
Experience
Progressive Insurance July 2015 - Present
Cliffs Natural Resources March 2014 - March 2015
Cleveland Clinic June 2008 - March 2014
McDonald Investments October 2005 - March 2007
Walter J. Mueller, Inc DBA Mueller Tire 1997 - 2000
Walter J. Mueller, Inc DBA Mueller Tire 1995 - 1997
Skills
Forecasting, Treasury Management, Financial Analysis, Accounting, Banking, Project Management, Financial Reporting, Internal Controls, Auditing, Sarbanes-Oxley Act, Process Improvement, Financial Accounting, General Ledger, Business Process..., Accounts Payable, Account Reconciliation, Corporate Finance, Variance Analysis, Cash Flow, Accounts Receivable
Education
Southeast Missouri State University 1987 — 1990
Bachelor of Science in Business Administration (BSBA), Finance, Economics
Valley Forge High School 1983 — 1986
Progressive Insurance July 2015 - Present
Cliffs Natural Resources March 2014 - March 2015
Cleveland Clinic June 2008 - March 2014
McDonald Investments October 2005 - March 2007
Walter J. Mueller, Inc DBA Mueller Tire 1997 - 2000
Walter J. Mueller, Inc DBA Mueller Tire 1995 - 1997
Skills
Forecasting, Treasury Management, Financial Analysis, Accounting, Banking, Project Management, Financial Reporting, Internal Controls, Auditing, Sarbanes-Oxley Act, Process Improvement, Financial Accounting, General Ledger, Business Process..., Accounts Payable, Account Reconciliation, Corporate Finance, Variance Analysis, Cash Flow, Accounts Receivable
Education
Southeast Missouri State University 1987 — 1990
Bachelor of Science in Business Administration (BSBA), Finance, Economics
Valley Forge High School 1983 — 1986
Terry Haas Terry Haas's McDonald Investments Experience 1996 - 2000
Job Executive Director at JP Morgan
Industry Banking
Experience
JP Morgan August 2010 - Present
Atrium Health Group 2008 - 2009
UBS Investment Bank 2006 - 2008
Blackheath Financial 2003 - 2006
Sterling Equities 2001 - 2003
Prudential Securities August 2000 - December 2000
McDonald Investments 1996 - 2000
Education
The University of Akron 1987 — 1992
BSBA, Finance
JP Morgan August 2010 - Present
Atrium Health Group 2008 - 2009
UBS Investment Bank 2006 - 2008
Blackheath Financial 2003 - 2006
Sterling Equities 2001 - 2003
Prudential Securities August 2000 - December 2000
McDonald Investments 1996 - 2000
Education
The University of Akron 1987 — 1992
BSBA, Finance
Modesto Moe Ruggiero's McDonald Investments Experience 1998 - 2007
Job Financial Advisor/Senior Vice Pres. Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. 2007 - Present
McDonald Investments 1998 - 2007
The Ohio Company 1986 - 1998
McDonnell Douglas 1983 - 1986
Skills
Wealth Management, Financial Planning, Retirement Planning, Disability Insurance, Term Life Insurance, Portfolio Management, Asset Management, Series 7
Education
University of Notre Dame 1979 — 1983
B.S. Engineering, Aerospace
UBS Financial Services Inc. 2007 - Present
McDonald Investments 1998 - 2007
The Ohio Company 1986 - 1998
McDonnell Douglas 1983 - 1986
Skills
Wealth Management, Financial Planning, Retirement Planning, Disability Insurance, Term Life Insurance, Portfolio Management, Asset Management, Series 7
Education
University of Notre Dame 1979 — 1983
B.S. Engineering, Aerospace
Tarik Adam Tarik Adam's McDonald Investments Experience 2000 - 2002
Job Senior Investment Manager at Cincinnati based Investment Advisor
Industry Investment Management
Experience
Cincinnati based Investment Advisor December 2006 - Present
Allegiant Asset Management January 2006 - November 2006
LanderNorth Asset Management June 2003 - January 2006
McDonald Investments 2000 - 2002
Skills
Investments, Portfolio Management, Equities, Venture Capital, Mutual Funds
Education
Weatherhead School of Management at Case Western Reserve University 2002 — 2004
MBA, Finance and Banking
The Ohio State University 1995 — 2000
BSBA, Finance
The Ohio State University Fisher College of Business 1995 — 2000
BSBA, Finance
Cincinnati based Investment Advisor December 2006 - Present
Allegiant Asset Management January 2006 - November 2006
LanderNorth Asset Management June 2003 - January 2006
McDonald Investments 2000 - 2002
Skills
Investments, Portfolio Management, Equities, Venture Capital, Mutual Funds
Education
Weatherhead School of Management at Case Western Reserve University 2002 — 2004
MBA, Finance and Banking
The Ohio State University 1995 — 2000
BSBA, Finance
The Ohio State University Fisher College of Business 1995 — 2000
BSBA, Finance
Ed Thomas's McDonald Investments Experience June 1996 - November 1999
Job Senior Account Executive, Financial Services at Salesforce Marketing Cloud
Industry Computer Software
Experience
Salesforce March 2012 - Present
CCH, a Wolters Kluwer business July 2010 - January 2012
IBM June 2007 - April 2010
CA June 2001 - June 2007
EMC November 1999 - July 2001
McDonald Investments June 1996 - November 1999
Merrill Lynch January 1991 - June 1996
North American Marketing Group May 1990 - January 1991
Skills
Selling, Enterprise Software, Solution Selling, Software Industry, SaaS, Consultative Selling, Account Management, Contract Negotiation, Salesforce.com, Mobile Devices, Management, Software Sales, Business Intelligence, Cloud Computing, Email Marketing, New Business Development, Cross Channel Marketing, Negotiation, Key Account Management, Digital Marketing, Social Media Marketing
Education
Purdue University 1986 — 1990
BA, History and Economics
Salesforce March 2012 - Present
CCH, a Wolters Kluwer business July 2010 - January 2012
IBM June 2007 - April 2010
CA June 2001 - June 2007
EMC November 1999 - July 2001
McDonald Investments June 1996 - November 1999
Merrill Lynch January 1991 - June 1996
North American Marketing Group May 1990 - January 1991
Skills
Selling, Enterprise Software, Solution Selling, Software Industry, SaaS, Consultative Selling, Account Management, Contract Negotiation, Salesforce.com, Mobile Devices, Management, Software Sales, Business Intelligence, Cloud Computing, Email Marketing, New Business Development, Cross Channel Marketing, Negotiation, Key Account Management, Digital Marketing, Social Media Marketing
Education
Purdue University 1986 — 1990
BA, History and Economics
DeLucia, Tony DeLucia, Tony's McDonald Investments Experience August 1996 - January 1998
Job Executive Director at Sterling Capital Management LLC
Industry Financial Services
Experience
Sterling Capital Management LLC October 2003 - Present
BISYS Group, Inc. January 1998 - 2003
McDonald Investments August 1996 - January 1998
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Science (BS)
Sterling Capital Management LLC October 2003 - Present
BISYS Group, Inc. January 1998 - 2003
McDonald Investments August 1996 - January 1998
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Science (BS)
Linda Gasparatos's McDonald Investments Experience February 1999 - May 2006
Job Financial Planner/Tax Consultant
Industry Financial Services
Experience
Self-employed January 1987 - Present
Thomas McDonald Partners LLP November 2006 - September 2010
McDonald Investments February 1999 - May 2006
Skills
Tax, Strategic Financial..., Wealth Management, Retirement Planning, Estate Planning, Accounting, Asset Allocation, Tax Returns, Investments, Mutual Funds, Finance, Retirement, Financial Planners, Securities, Investment Advisory, Investment Strategies, Financial Planning
Education
Ohio University 1973 — 1974
MA, International Studies
Ohio University 1971 — 1973
BSJ, Journalism
Self-employed January 1987 - Present
Thomas McDonald Partners LLP November 2006 - September 2010
McDonald Investments February 1999 - May 2006
Skills
Tax, Strategic Financial..., Wealth Management, Retirement Planning, Estate Planning, Accounting, Asset Allocation, Tax Returns, Investments, Mutual Funds, Finance, Retirement, Financial Planners, Securities, Investment Advisory, Investment Strategies, Financial Planning
Education
Ohio University 1973 — 1974
MA, International Studies
Ohio University 1971 — 1973
BSJ, Journalism
Annemarie Melvin's McDonald Investments Experience 1999 - Present
Job Project Manager at Key Bank
Industry Financial Services
Experience
Key Bank December 1999 - Present
McDonald Investments 1999 - Present
KeyCorp 1999 - Present
Key Corp 1998 - Present
McDonald Investments/Key Bank 1997 - Present
Catholic Charities June 1993 - December 1997
Skills
COBOL, Visio, Project Management, Business Analysis, Vendor Management, Risk Management, Process Improvement, Access, Databases, Management, Requirements Analysis, Requirements Gathering, SDLC, Testing, Training
Education
Ohio University 1986 — 1990
Key Bank December 1999 - Present
McDonald Investments 1999 - Present
KeyCorp 1999 - Present
Key Corp 1998 - Present
McDonald Investments/Key Bank 1997 - Present
Catholic Charities June 1993 - December 1997
Skills
COBOL, Visio, Project Management, Business Analysis, Vendor Management, Risk Management, Process Improvement, Access, Databases, Management, Requirements Analysis, Requirements Gathering, SDLC, Testing, Training
Education
Ohio University 1986 — 1990
Andrew Widing's McDonald Investments Experience September 2004 - July 2006
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
The Widing Financial Group of Wells Fargo Advisors LLC July 2006 - Present
McDonald Investments September 2004 - July 2006
Skills
Retirement, Small Business, Retirement Planning, Strategic Planning
Education
The Ohio State University 1999 — 2004
Economics
The Widing Financial Group of Wells Fargo Advisors LLC July 2006 - Present
McDonald Investments September 2004 - July 2006
Skills
Retirement, Small Business, Retirement Planning, Strategic Planning
Education
The Ohio State University 1999 — 2004
Economics
Makedo Wisseh, CFA's McDonald Investments Experience June 2003 - August 2003
Job Senior Equity Derivatives Trader at Aegon USA Investment Management
Industry Capital Markets
Experience
Aegon USA Investment Management August 2013 - Present
Aegon USA Investment Management October 2011 - August 2013
Chatham Financial Corporation July 2007 - October 2011
The Frank Batten Investment Fund - The Mason School of Business March 2006 - May 2007
Citigroup Global Markets June 2006 - August 2006
State Farm Insurance and Financial Services May 2004 - August 2005
McDonald Investments June 2003 - August 2003
Skills
Derivatives, Fixed Income, Risk Management, Investments, Bloomberg, Capital Markets, Options, Hedging, Currency, Valuation, Financial Markets, Interest Rate..., Hedge Funds, Trading, Financial Risk, Financial Modeling, Structured Finance, FX Options, Bonds, Investment Banking
Education
The College of William and Mary - The Mason School of Business 2005 — 2007
MBA, Finance
University of Rochester 2000 — 2004
BA, Economics
Aegon USA Investment Management August 2013 - Present
Aegon USA Investment Management October 2011 - August 2013
Chatham Financial Corporation July 2007 - October 2011
The Frank Batten Investment Fund - The Mason School of Business March 2006 - May 2007
Citigroup Global Markets June 2006 - August 2006
State Farm Insurance and Financial Services May 2004 - August 2005
McDonald Investments June 2003 - August 2003
Skills
Derivatives, Fixed Income, Risk Management, Investments, Bloomberg, Capital Markets, Options, Hedging, Currency, Valuation, Financial Markets, Interest Rate..., Hedge Funds, Trading, Financial Risk, Financial Modeling, Structured Finance, FX Options, Bonds, Investment Banking
Education
The College of William and Mary - The Mason School of Business 2005 — 2007
MBA, Finance
University of Rochester 2000 — 2004
BA, Economics
Daniel Dudzinski's McDonald Investments Experience 1997 - 1999
Job Project Manager/ Business Analyst, KCG
Industry Financial Services
Experience
KCG Holdings, Inc. March 2006 - Present
Nasdaq/ Inet ATS July 2005 - March 2006
Knight Equity Markets February 2003 - March 2005
UBS/Painwebber 2000 - 2002
McDonald Investments 1997 - 1999
Skills
Quality Assurance, SDLC, Equities, Fixed Income, Trading, Software Documentation, Order Management, FX Options, Series 7, Trading Systems, Electronic Trading, Securities
Education
University of Scranton 1992 — 1997
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies
KCG Holdings, Inc. March 2006 - Present
Nasdaq/ Inet ATS July 2005 - March 2006
Knight Equity Markets February 2003 - March 2005
UBS/Painwebber 2000 - 2002
McDonald Investments 1997 - 1999
Skills
Quality Assurance, SDLC, Equities, Fixed Income, Trading, Software Documentation, Order Management, FX Options, Series 7, Trading Systems, Electronic Trading, Securities
Education
University of Scranton 1992 — 1997
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies
Marla Brennan's McDonald Investments Experience 1997 - 2001
Job Regional Vice President at Allianz Life Financial Services, LLC
Industry Financial Services
Experience
Allianz Life Financial Services Member FINRA January 2002 - Present
Allianz Life Financial Services Member FINRA 2002 - Present
Allianz Life 2002 - 2009
McDonald Investments 1997 - 2001
Keyport Life Insurance company 1989 - 1996
Skills
Annuities, Investments, Series 6, Series 7
Education
The Ohio State University 1984 — 1988
BA in Organizational/Interpersonal Communications, Communications
Allianz Life Financial Services Member FINRA January 2002 - Present
Allianz Life Financial Services Member FINRA 2002 - Present
Allianz Life 2002 - 2009
McDonald Investments 1997 - 2001
Keyport Life Insurance company 1989 - 1996
Skills
Annuities, Investments, Series 6, Series 7
Education
The Ohio State University 1984 — 1988
BA in Organizational/Interpersonal Communications, Communications
John McGarry's McDonald Investments Experience December 2003 - November 2005
Job Product Manager at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc April 2015 - Present
Envestnet Asset Management April 2012 - Present
Prima Capital October 2008 - April 2012
Prima Capital June 2007 - December 2008
Stifel Nicolaus November 2005 - June 2007
McDonald Investments December 2003 - November 2005
Skills
Wealth Management, Mutual Funds, Investments, Alternative Investments, Asset Management, Asset Allocation, Fixed Income, Finance, Investment Strategies, Portfolio Management, Equities
Education
Miami University 1999 — 2003
BS Business Admin., Finance
Envestnet, Inc April 2015 - Present
Envestnet Asset Management April 2012 - Present
Prima Capital October 2008 - April 2012
Prima Capital June 2007 - December 2008
Stifel Nicolaus November 2005 - June 2007
McDonald Investments December 2003 - November 2005
Skills
Wealth Management, Mutual Funds, Investments, Alternative Investments, Asset Management, Asset Allocation, Fixed Income, Finance, Investment Strategies, Portfolio Management, Equities
Education
Miami University 1999 — 2003
BS Business Admin., Finance
Jeffrey Boyle, CFA's McDonald Investments Experience 1997 - 2001
Job Investment Banking/Corporate Development Professional
Industry Investment Banking
Experience
Paragon Capital Group LLC 2005 - 2014
FBR 2001 - 2005
McDonald Investments 1997 - 2001
Office of the Comptroller of the Currency 1993 - 1997
Capitol American Life 1988 - 1993
Skills
Investment Banking, Private Equity, Mergers, Venture Capital, Investments, Restructuring, Mergers & Acquisitions, Asset Management, Management, Portfolio Management, Equities, Hedge Funds, Banking, Securities, Financial Services, Finance, Strategy, Mutual Funds, Trading, Series 7, Capital Raising, Executive Management, Bonds, Private Placements, Valuation, Capital Markets, Capital, Alternative Investments, Due Diligence, LBO, IPO, Structured Finance, Equity Research, Corporate Development, Fund Of Funds, Corporate Finance, Financial Advisory
Education
The University of Akron
Bachelor of Science (BS), Finance
Paragon Capital Group LLC 2005 - 2014
FBR 2001 - 2005
McDonald Investments 1997 - 2001
Office of the Comptroller of the Currency 1993 - 1997
Capitol American Life 1988 - 1993
Skills
Investment Banking, Private Equity, Mergers, Venture Capital, Investments, Restructuring, Mergers & Acquisitions, Asset Management, Management, Portfolio Management, Equities, Hedge Funds, Banking, Securities, Financial Services, Finance, Strategy, Mutual Funds, Trading, Series 7, Capital Raising, Executive Management, Bonds, Private Placements, Valuation, Capital Markets, Capital, Alternative Investments, Due Diligence, LBO, IPO, Structured Finance, Equity Research, Corporate Development, Fund Of Funds, Corporate Finance, Financial Advisory
Education
The University of Akron
Bachelor of Science (BS), Finance
Joshua Cochran's McDonald Investments Experience 2001 - 2001
Job Middle Market Commercial Banker at KeyBank
Industry Banking
Experience
KeyBank September 2008 - Present
Open Doors Academy May 2009 - Present
SunTrust Bank August 2005 - August 2008
KeyCorp June 2002 - August 2005
McDonald Investments 2001 - 2001
Skills
Sales, Credit Analysis, Commercial Banking, Business Relationship..., Commercial Lending, Loans, Small Business Lending, Credit, Portfolio Management, Underwriting, Banking, Treasury Management, Financial Analysis, Middle Market, Lines Of Credit, Credit Risk, Strategy, Capital Markets
Education
Virginia Commonwealth University - School of Business 2006 — 2008
M.B.A., Finance
University of Mount Union 1998 — 2002
BA, Business/Finance
Marlington
KeyBank September 2008 - Present
Open Doors Academy May 2009 - Present
SunTrust Bank August 2005 - August 2008
KeyCorp June 2002 - August 2005
McDonald Investments 2001 - 2001
Skills
Sales, Credit Analysis, Commercial Banking, Business Relationship..., Commercial Lending, Loans, Small Business Lending, Credit, Portfolio Management, Underwriting, Banking, Treasury Management, Financial Analysis, Middle Market, Lines Of Credit, Credit Risk, Strategy, Capital Markets
Education
Virginia Commonwealth University - School of Business 2006 — 2008
M.B.A., Finance
University of Mount Union 1998 — 2002
BA, Business/Finance
Marlington
Brett Davis's McDonald Investments Experience May 1998 - August 2001
Job Director of Acquisitions at The McGowan Companies
Industry Real Estate
Experience
The McGowan Companies November 2012 - Present
Ironwood Development Company, LLC July 2007 - Present
National City Bank September 2004 - June 2007
Fifth Third Bank August 2001 - September 2004
McDonald Investments May 1998 - August 2001
Skills
Brokerage, Strategic Planning, Loans, Investment Properties, Investments, Asset Managment, Business Development, Leases, Marketing, Public Speaking, Portfolio Management, Sales
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 1998
MBA, Finance
University of Rochester 1988 — 1992
BA, Management
University School
The McGowan Companies November 2012 - Present
Ironwood Development Company, LLC July 2007 - Present
National City Bank September 2004 - June 2007
Fifth Third Bank August 2001 - September 2004
McDonald Investments May 1998 - August 2001
Skills
Brokerage, Strategic Planning, Loans, Investment Properties, Investments, Asset Managment, Business Development, Leases, Marketing, Public Speaking, Portfolio Management, Sales
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 1998
MBA, Finance
University of Rochester 1988 — 1992
BA, Management
University School
Jessica Hricovec's McDonald Investments Experience 2005 - 2007
Job Supervisor: Domestic & Global Trust Settlement, SMA, Securities Lending, & Trade Support at KeyBank
Industry Human Resources
Experience
KeyBank January 2015 - Present
KeyBank August 2012 - January 2015
Key Bank November 2009 - August 2012
KeyBank August 2008 - January 2010
Key Bank November 2007 - August 2008
McDonald Investments 2005 - 2007
Skills
Banking, Series 7, Customer Service, Access, Microsoft Excel, Process Improvement, PowerPoint, Mutual Funds, Business Analysis, Outlook, Visio, Microsoft Office
Education
Mount Union College 1999 — 2003
Bachelor of Arts (B.A.), Elementary Education and Teaching
KeyBank January 2015 - Present
KeyBank August 2012 - January 2015
Key Bank November 2009 - August 2012
KeyBank August 2008 - January 2010
Key Bank November 2007 - August 2008
McDonald Investments 2005 - 2007
Skills
Banking, Series 7, Customer Service, Access, Microsoft Excel, Process Improvement, PowerPoint, Mutual Funds, Business Analysis, Outlook, Visio, Microsoft Office
Education
Mount Union College 1999 — 2003
Bachelor of Arts (B.A.), Elementary Education and Teaching
William Buck's McDonald Investments Experience 1997 - 1999
Job SVP, Head of Operations
Industry Financial Services
Experience
Verus Consulting Group LLC November 2008 - Present
FTN Financial October 2005 - Present
Wells Fargo 2001 - 2005
Financial Industry Technical Services 1999 - 2001
McDonald Investments 1997 - 1999
KeyBank 1994 - 1997
Skills
Securities, Fixed Income, Capital Markets, Series 7, Derivatives, Equities, Risk Management, Trading, Portfolio Management, Mutual Funds, Asset Managment, Banking, FINOP, Series 53
Education
The University of Akron 1989 — 1994
B.S.
Verus Consulting Group LLC November 2008 - Present
FTN Financial October 2005 - Present
Wells Fargo 2001 - 2005
Financial Industry Technical Services 1999 - 2001
McDonald Investments 1997 - 1999
KeyBank 1994 - 1997
Skills
Securities, Fixed Income, Capital Markets, Series 7, Derivatives, Equities, Risk Management, Trading, Portfolio Management, Mutual Funds, Asset Managment, Banking, FINOP, Series 53
Education
The University of Akron 1989 — 1994
B.S.
Steve Wickstrom, CRPC's McDonald Investments Experience April 2004 - November 2006
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2006 - Present
McDonald Investments April 2004 - November 2006
Prudential Financial July 2003 - March 2004
Education
The Ohio State University Fisher College of Business 1998 — 2002
Merrill Lynch December 2006 - Present
McDonald Investments April 2004 - November 2006
Prudential Financial July 2003 - March 2004
Education
The Ohio State University Fisher College of Business 1998 — 2002
Chuck Robison email's McDonald Investments Experience 1995 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
UBS February 2007 - December 2007
McDonald Investment, Inc. March 1995 - February 2007
McDonald Investments 1995 - 2007
McDonald Investments, A KeyCorp Company 1995 - 2007
MCDONALD FINANCIAL GROUP and MCDONALD INVESTMENTS 1995 - 2007
McDonald and Company 1995 - 2007
McDonald Financial Group 1995 - 2007
Education
University of Pittsburgh 1972 — 1976
UBS February 2007 - December 2007
McDonald Investment, Inc. March 1995 - February 2007
McDonald Investments 1995 - 2007
McDonald Investments, A KeyCorp Company 1995 - 2007
MCDONALD FINANCIAL GROUP and MCDONALD INVESTMENTS 1995 - 2007
McDonald and Company 1995 - 2007
McDonald Financial Group 1995 - 2007
Education
University of Pittsburgh 1972 — 1976
Ellen Gallagher's McDonald Investments Experience 1999 - 2008
Job Vice President at Key Bank
Industry Financial Services
Scott Logan's McDonald Investments Experience June 2000 - January 2002
Job Founder at Rivington Holdings, LLC
Industry Financial Services
Experience
Rivington Capital Advisors, LLC January 2002 - Present
McDonald Investments June 2000 - January 2002
Bank of Boston June 1999 - June 2000
ING Bank January 1998 - June 1999
Skills
Investment Banking, Private Placements, Private Equity, Leveraged Finance, Capital Markets, Valuation, Venture Capital, Financial Modeling, Syndications, Corporate Finance, Due Diligence, Financial Structuring, Strategy, Project Finance, Acquisitions, Investor Relations, Energy, Divestitures, Structured Finance, Emerging Markets, Finance, Entrepreneurship, Alternative Investments, Corporate Governance, Executive Management, Economics, Equity Research, Equities, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Capital Raising, Business Valuation, Restructuring, Joint Ventures, Risk Management, Trading, Investments, IPO, M&A experience, Hedge Funds, Asset Management, Corporate Development, LBO, Mergers, Start-ups
Education
University of Denver - Daniels College of Business 1995 — 1997
MS Finance, Finance, General
Southern Methodist University 1987 — 1991
BA, History
Rivington Capital Advisors, LLC January 2002 - Present
McDonald Investments June 2000 - January 2002
Bank of Boston June 1999 - June 2000
ING Bank January 1998 - June 1999
Skills
Investment Banking, Private Placements, Private Equity, Leveraged Finance, Capital Markets, Valuation, Venture Capital, Financial Modeling, Syndications, Corporate Finance, Due Diligence, Financial Structuring, Strategy, Project Finance, Acquisitions, Investor Relations, Energy, Divestitures, Structured Finance, Emerging Markets, Finance, Entrepreneurship, Alternative Investments, Corporate Governance, Executive Management, Economics, Equity Research, Equities, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Capital Raising, Business Valuation, Restructuring, Joint Ventures, Risk Management, Trading, Investments, IPO, M&A experience, Hedge Funds, Asset Management, Corporate Development, LBO, Mergers, Start-ups
Education
University of Denver - Daniels College of Business 1995 — 1997
MS Finance, Finance, General
Southern Methodist University 1987 — 1991
BA, History
Edward Casparius's McDonald Investments Experience April 2001 - October 2002
Job VP Fixed Income Specialist/Institutional & Retail Sales
Industry Financial Services
Experience
David Lerner Associates, Inc. September 2013 - July 2014
Interactive Data Corporation October 2011 - January 2012
IRIS Software Inc. August 2010 - May 2011
CodeStreet LLC January 2010 - July 2010
Comcast June 2009 - January 2010
Saveology.com ™ February 2009 - June 2009
Reuters November 2005 - April 2008
RBC Capital October 2002 - November 2004
McDonald Investments April 2001 - October 2002
Commerzbank Securities September 1989 - October 2000
Skills
Electronic Trading, Fixed Income, Trading Systems, Trading, Derivatives, Market Data, Capital Markets, Equity Trading, Sales, Investments, Finance, Bonds, Investment Banking, Bloomberg, Hedge Funds, Account Management, Business Intelligence, Business Development, Series 63, New Business Development, Solution Selling, Credit, Series 7, Back Office, Sales Process, Business Solutions, Project Management, Interest Rate..., Sales Operations, Business Analysis, Asset Management, CRM, Mutual Funds, Sales Management, Consulting, Electronic Trading..., Fixed Income Technology, Solutions Marketing, Product Specialists, Relationship Management, Variable Annuities, Fixed Annuities, REIT, Life Insurance, Health Insurance, Financial Markets, currency, valuation, Financial Services, lead generatiom
Education
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
BA, Business/Chemistry
David Lerner Associates, Inc. September 2013 - July 2014
Interactive Data Corporation October 2011 - January 2012
IRIS Software Inc. August 2010 - May 2011
CodeStreet LLC January 2010 - July 2010
Comcast June 2009 - January 2010
Saveology.com ™ February 2009 - June 2009
Reuters November 2005 - April 2008
RBC Capital October 2002 - November 2004
McDonald Investments April 2001 - October 2002
Commerzbank Securities September 1989 - October 2000
Skills
Electronic Trading, Fixed Income, Trading Systems, Trading, Derivatives, Market Data, Capital Markets, Equity Trading, Sales, Investments, Finance, Bonds, Investment Banking, Bloomberg, Hedge Funds, Account Management, Business Intelligence, Business Development, Series 63, New Business Development, Solution Selling, Credit, Series 7, Back Office, Sales Process, Business Solutions, Project Management, Interest Rate..., Sales Operations, Business Analysis, Asset Management, CRM, Mutual Funds, Sales Management, Consulting, Electronic Trading..., Fixed Income Technology, Solutions Marketing, Product Specialists, Relationship Management, Variable Annuities, Fixed Annuities, REIT, Life Insurance, Health Insurance, Financial Markets, currency, valuation, Financial Services, lead generatiom
Education
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
BA, Business/Chemistry
Jackie Gerberry's McDonald Investments Experience April 1997 - June 1998
Job Director, Finance, Cleveland Clinic Innovations
Industry Hospital & Health Care
Experience
Cleveland Clinic March 2010 - Present
NatCity Investments, Inc. June 1998 - May 2009
McDonald Investments April 1997 - June 1998
Huntington National Bank December 1994 - April 1997
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA
Saint Mary's College 1987 — 1991
BBA
Cleveland Clinic March 2010 - Present
NatCity Investments, Inc. June 1998 - May 2009
McDonald Investments April 1997 - June 1998
Huntington National Bank December 1994 - April 1997
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA
Saint Mary's College 1987 — 1991
BBA
Michael Wemple's McDonald Investments Experience July 2000 - October 2002
Job Financial Advisor
Industry Financial Services
Experience
American Midwest Bank/American Midwest Investments November 2010 - Present
Midwestern Securities Trading Co., LLC March 2008 - August 2010
JPMorgan Chase April 2006 - October 2007
First Allied Securities October 2002 - December 2003
McDonald Investments July 2000 - October 2002
OLDE Discount Stockbrokers 1996 - 2000
Skills
Investments, Back Office, Annuities, Financial Planning, Portfolio Management
Education
Northern Illinois University 1992 — 1996
BS, Finance
Marist High School 1988 — 1992
College Prep
American Midwest Bank/American Midwest Investments November 2010 - Present
Midwestern Securities Trading Co., LLC March 2008 - August 2010
JPMorgan Chase April 2006 - October 2007
First Allied Securities October 2002 - December 2003
McDonald Investments July 2000 - October 2002
OLDE Discount Stockbrokers 1996 - 2000
Skills
Investments, Back Office, Annuities, Financial Planning, Portfolio Management
Education
Northern Illinois University 1992 — 1996
BS, Finance
Marist High School 1988 — 1992
College Prep
Sean Crawford's McDonald Investments Experience June 2000 - September 2006
Job Chief Investment Officer at Metropolitan Transportation Authority
Industry Investment Management
Experience
State of NY Metropolitan Transportation Authority November 2014 - Present
Brown Brothers Harriman July 2013 - July 2014
Barclays September 2008 - July 2013
Lehman Brothers September 2006 - September 2008
McDonald Investments June 2000 - September 2006
National City Bank May 1998 - June 2000
Salomon Brothers January 1997 - February 1998
Carson Group May 1995 - December 1997
Education
New York University 2013 — 2016
Master of Arts (MA), Political Economy
New York University
Bachelor of Arts (BA), Political Science and Government
State of NY Metropolitan Transportation Authority November 2014 - Present
Brown Brothers Harriman July 2013 - July 2014
Barclays September 2008 - July 2013
Lehman Brothers September 2006 - September 2008
McDonald Investments June 2000 - September 2006
National City Bank May 1998 - June 2000
Salomon Brothers January 1997 - February 1998
Carson Group May 1995 - December 1997
Education
New York University 2013 — 2016
Master of Arts (MA), Political Economy
New York University
Bachelor of Arts (BA), Political Science and Government
Sandy Romeo - CFP®, CTFA's McDonald Investments Experience 2004 - 2006
Job Ameriprise Financial Services, Inc. Financial Advisor/ Franchise Owner
Industry Financial Services
Experience
Canal View Financial Advisors Ameriprise Financial Services, Inc. April 2015 - Present
UBS Financial Services January 2008 - April 2015
Morgan Stanley 2006 - 2008
McDonald Investments 2004 - 2006
M&T Bank 2000 - 2004
JPMorgan Chase 1993 - 2000
USF&G/ TJ LIFE of NY 1989 - 1992
Prudential Financial 1987 - 1989
Education
Cannon Trust School 1997 — 2000
CTFA, Trust & Estates
State University of New York College at Oswego 1982 — 1986
Bachelor of Arts, Economics
Canal View Financial Advisors Ameriprise Financial Services, Inc. April 2015 - Present
UBS Financial Services January 2008 - April 2015
Morgan Stanley 2006 - 2008
McDonald Investments 2004 - 2006
M&T Bank 2000 - 2004
JPMorgan Chase 1993 - 2000
USF&G/ TJ LIFE of NY 1989 - 1992
Prudential Financial 1987 - 1989
Education
Cannon Trust School 1997 — 2000
CTFA, Trust & Estates
State University of New York College at Oswego 1982 — 1986
Bachelor of Arts, Economics
Charles H. Garrido, Jr.'s McDonald Investments Experience June 1998 - February 2004
Job Senior Managing Director at McDonald Partners LLC
Industry Financial Services
Experience
McDonald Partners LLC August 2011 - Present
David A. Noyes & Co. February 2004 - August 2011
McDonald Investments June 1998 - February 2004
Merrill Lynch November 1987 - June 1998
Skills
Estate Planning, Retirement Planning, Financial Analysis, Financial Control, Speaking Engagements, Conference Speaking, Public Speaking, Charity Events, Major Donor Campaigns, New Business Development, Fundraisers, Financial Audits, Strategic Financial..., Investment Advisory, Finance, Financial Services, Financial Advisory, Strategy, Asset Allocation, Series 7, Wealth Management, Asset Management, Alternative Investments, Investments, Financial Planning
Education
Purdue University 1976 — 1980
BS Chemical Engineering, Chemical Engineering
University of Miami 1974 — 1976
Chemistry
McDonald Partners LLC August 2011 - Present
David A. Noyes & Co. February 2004 - August 2011
McDonald Investments June 1998 - February 2004
Merrill Lynch November 1987 - June 1998
Skills
Estate Planning, Retirement Planning, Financial Analysis, Financial Control, Speaking Engagements, Conference Speaking, Public Speaking, Charity Events, Major Donor Campaigns, New Business Development, Fundraisers, Financial Audits, Strategic Financial..., Investment Advisory, Finance, Financial Services, Financial Advisory, Strategy, Asset Allocation, Series 7, Wealth Management, Asset Management, Alternative Investments, Investments, Financial Planning
Education
Purdue University 1976 — 1980
BS Chemical Engineering, Chemical Engineering
University of Miami 1974 — 1976
Chemistry
Paul Komlosi's McDonald Investments Experience 1986 - 2001
Job President at P3 Development Advisors, LLC
Industry Financial Services
Experience
P3 Development Advisors, LLC October 2007 - Present
RBC Capital Markets 2006 - 2007
NatCity Investments 2002 - 2006
McDonald Investments 1986 - 2001
Education
University of Notre Dame 1975 — 1979
BA, Government
P3 Development Advisors, LLC October 2007 - Present
RBC Capital Markets 2006 - 2007
NatCity Investments 2002 - 2006
McDonald Investments 1986 - 2001
Education
University of Notre Dame 1975 — 1979
BA, Government
Armand Mastantuono's McDonald Investments Experience May 1995 - February 2007
Job Managing Partner at Philadelphia Trading
Industry Financial Services
Experience
Media Financial Group December 2009 - Present
UBS Financial Services February 2007 - July 2009
McDonald Investments May 1995 - February 2007
Education
The University of Akron 1990 — 1995
Bachelors, Social Sciences
Media Financial Group December 2009 - Present
UBS Financial Services February 2007 - July 2009
McDonald Investments May 1995 - February 2007
Education
The University of Akron 1990 — 1995
Bachelors, Social Sciences
Lee Schierloh's McDonald Investments Experience March 1997 - January 2004
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2011 - Present
USCGA 2004 - 2012
Smith Barney January 2004 - February 2011
McDonald Investments March 1997 - January 2004
Paine Webber January 1988 - March 1997
Education
University of Dayton 1979 — 1983
BA, Political Science/Economics
Homewood Flossmoor HS
College Prep
Raymond James February 2011 - Present
USCGA 2004 - 2012
Smith Barney January 2004 - February 2011
McDonald Investments March 1997 - January 2004
Paine Webber January 1988 - March 1997
Education
University of Dayton 1979 — 1983
BA, Political Science/Economics
Homewood Flossmoor HS
College Prep
Patricia Metzler's McDonald Investments Experience 1999 - 2006
Job Information Security Consultant at KeyBank
Industry Financial Services
Experience
KeyBank January 2006 - Present
KeyBank 2006 - 2010
McDonald Investments 1999 - 2006
McDonald Investments 1999 - 2006
May Department Stores 1996 - 1999
May Department Stores 1996 - 1999
Education
Miami University 1969 — 1973
Bachelor of Arts (B.A.), Zoology/Animal Biology
Midpark High School 1965 — 1969
KeyBank January 2006 - Present
KeyBank 2006 - 2010
McDonald Investments 1999 - 2006
McDonald Investments 1999 - 2006
May Department Stores 1996 - 1999
May Department Stores 1996 - 1999
Education
Miami University 1969 — 1973
Bachelor of Arts (B.A.), Zoology/Animal Biology
Midpark High School 1965 — 1969
Elizabeth Miller-Jackson's McDonald Investments Experience 1997 - 2004
Job IT Project Manager at The WillBurt Company
Industry Information Technology and Services
Experience
The Will-Burt Company April 2012 - Present
Netcom Inc. April 2010 - August 2012
KeyBank 2004 - April 2009
McDonald Investments 1997 - 2004
Relational Systems 1997 - 1998
NewMedia 1995 - 1997
Skills
Cross-functional Team..., Business Analysis, Project Management, Process Improvement, Program Management
Education
Ohio University 1987 — 1991
BSC, Telecommunications
The Will-Burt Company April 2012 - Present
Netcom Inc. April 2010 - August 2012
KeyBank 2004 - April 2009
McDonald Investments 1997 - 2004
Relational Systems 1997 - 1998
NewMedia 1995 - 1997
Skills
Cross-functional Team..., Business Analysis, Project Management, Process Improvement, Program Management
Education
Ohio University 1987 — 1991
BSC, Telecommunications
Barbara E. Taylor's McDonald Investments Experience August 1992 - February 2007
Job Retired Branch Examiner, Compliance at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management February 2007 - Present
McDonald Investments August 1992 - February 2007
Education
Ohio University
Texas A&M University
UBS Wealth Management February 2007 - Present
McDonald Investments August 1992 - February 2007
Education
Ohio University
Texas A&M University
Robert Gilchrist's McDonald Investments Experience September 2000 - November 2007
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2010 - Present
Merrill Lynch February 2008 - February 2010
McDonald Investments September 2000 - November 2007
Alex Brown & Sons 1992 - 2000
Garban LTD 1989 - 1991
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1979 — 1981
Communication
Fidelity Investments March 2010 - Present
Merrill Lynch February 2008 - February 2010
McDonald Investments September 2000 - November 2007
Alex Brown & Sons 1992 - 2000
Garban LTD 1989 - 1991
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1979 — 1981
Communication
Barry Sherman's McDonald Investments Experience August 2004 - January 2005
Job Executive Director Fixed Income Sales at Santander Investment Securities Inc
Industry Financial Services
Experience
Santander Investment Securities Inc January 2015 - Present
CIBC World Markets August 2012 - December 2014
FTN Financial February 2012 - June 2012
BNP Paribas Securities Services February 2005 - February 2012
McDonald Investments August 2004 - January 2005
Barclays Capital July 1998 - April 2004
UBS January 1994 - May 1998
JP Morgan April 1991 - January 1994
Sanwa Financial Products LLC May 1990 - April 1991
Drexel Burnham Lambert April 1985 - February 1990
Skills
Fixed Income, Capital Markets, Bonds, Hedge Funds, Bloomberg, Equities, Series 7, Portfolio Management, Trading, Investments, Investment Banking, Derivatives, Alternative Investments, High Yield, Asset Managment, Structured Products, Treasury, Credit Derivatives
Education
Rutgers University-New Brunswick 1977 — 1981
Bachelor of Arts, Polictical Science, Economics
Rutgers Preparatory School 1972 — 1976
BA, Political Science and Econmics
Santander Investment Securities Inc January 2015 - Present
CIBC World Markets August 2012 - December 2014
FTN Financial February 2012 - June 2012
BNP Paribas Securities Services February 2005 - February 2012
McDonald Investments August 2004 - January 2005
Barclays Capital July 1998 - April 2004
UBS January 1994 - May 1998
JP Morgan April 1991 - January 1994
Sanwa Financial Products LLC May 1990 - April 1991
Drexel Burnham Lambert April 1985 - February 1990
Skills
Fixed Income, Capital Markets, Bonds, Hedge Funds, Bloomberg, Equities, Series 7, Portfolio Management, Trading, Investments, Investment Banking, Derivatives, Alternative Investments, High Yield, Asset Managment, Structured Products, Treasury, Credit Derivatives
Education
Rutgers University-New Brunswick 1977 — 1981
Bachelor of Arts, Polictical Science, Economics
Rutgers Preparatory School 1972 — 1976
BA, Political Science and Econmics
Fred Cummings's McDonald Investments Experience 1989 - 2006
Job President at Elizabeth Park Capital Mgmt
Industry Financial Services
Experience
Elizabeth Park Capital Mgmt Senior AnalystFSI Group, LLC2007 - 2007
McDonald 1989 - 2006
McDonald Investments 1989 - 2006
Education
Oberlin College 1985 — 1989
B.A., Economics
Elizabeth Park Capital Mgmt Senior AnalystFSI Group, LLC2007 - 2007
McDonald 1989 - 2006
McDonald Investments 1989 - 2006
Education
Oberlin College 1985 — 1989
B.A., Economics
Jim Makee, Jr.'s McDonald Investments Experience September 2003 - February 2007
Job Financial Advisor
Industry Financial Services
Experience
UBS Financial Services Inc June 1990 - Present
Visiting Nurse Association (VNA) of Ohio 2010 - August 2013
Chesterland Police Department December 2007 - August 2012
Lvca Inc. September 2007 - July 2009
McDonald Investments September 2003 - February 2007
First Merit September 2002 - September 2003
Phoenix Home Life 1993 - 1994
Education
Miami University 1986 — 1990
BS, Business
Charles F Brush High School 1982 — 1986
UBS Financial Services Inc June 1990 - Present
Visiting Nurse Association (VNA) of Ohio 2010 - August 2013
Chesterland Police Department December 2007 - August 2012
Lvca Inc. September 2007 - July 2009
McDonald Investments September 2003 - February 2007
First Merit September 2002 - September 2003
Phoenix Home Life 1993 - 1994
Education
Miami University 1986 — 1990
BS, Business
Charles F Brush High School 1982 — 1986
Patricia McGinty Kelley, CIMA's McDonald Investments Experience January 1994 - January 2007
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. November 2007 - Present
McDonald Investments January 1994 - January 2007
Dean Witter January 1989 - January 1994
Paine Webber January 1987 - January 1989
Education
University of Cincinnati
UBS Financial Services Inc. November 2007 - Present
McDonald Investments January 1994 - January 2007
Dean Witter January 1989 - January 1994
Paine Webber January 1987 - January 1989
Education
University of Cincinnati
Dan Bronish's McDonald Investments Experience June 1989 - February 1990
Job Academic Dean at Miami Country Day School
Industry Education Management
Experience
Miami Country Day School August 2005 - Present
Miami Country Day School August 2005 - Present
A World of Food, Inc. August 1999 - August 2001
Key Bank July 1994 - March 1999
BP March 1992 - February 1994
National City Bank March 1990 - March 1992
McDonald Investments June 1989 - February 1990
Skills
Project Coordination, Program Management, Foreign Exchange..., Project Management, Analysis, Teaching, Curriculum Design, Training, Budgets, Options, Trading, Financial Markets, Research, Capital Markets, Management, Foreign Exchange, Public Speaking, Higher Education, Team Building, Fundraising
Education
Weatherhead School of Management at Case Western Reserve University 1991 — 1993
MBA, Banking & Finance
The Ohio State University 1985 — 1989
BSBA, Finance
Miami Country Day School August 2005 - Present
Miami Country Day School August 2005 - Present
A World of Food, Inc. August 1999 - August 2001
Key Bank July 1994 - March 1999
BP March 1992 - February 1994
National City Bank March 1990 - March 1992
McDonald Investments June 1989 - February 1990
Skills
Project Coordination, Program Management, Foreign Exchange..., Project Management, Analysis, Teaching, Curriculum Design, Training, Budgets, Options, Trading, Financial Markets, Research, Capital Markets, Management, Foreign Exchange, Public Speaking, Higher Education, Team Building, Fundraising
Education
Weatherhead School of Management at Case Western Reserve University 1991 — 1993
MBA, Banking & Finance
The Ohio State University 1985 — 1989
BSBA, Finance
John Roehling's McDonald Investments Experience 2006 - 2007
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2012 - Present
Ameriprise Financial Services, Inc. March 2007 - October 2012
McDonald Investments 2006 - 2007
Skills
Mutual Funds, Wealth Management, Series 7, Series 63, Investment Advisory, Asset Allocation, Investments, Securities, Series 24, Retirement, Financial Advisory, Strategic Financial..., Asset Management, Estate Planning, Investment Strategies, Portfolio Management, FINRA, Fixed Annuities, Alternative Investments, Bonds, Equities, Financial Planners, Finance, Retirement Planning, Wealth
Education
University of Michigan College of Urban Planning 1976 — 1979
Master Urban Policy, Urban Policy
University of Michigan 1972 — 1975
BGS, Urban Studies/Affairs
Ameriprise Financial Services, Inc. October 2012 - Present
Ameriprise Financial Services, Inc. March 2007 - October 2012
McDonald Investments 2006 - 2007
Skills
Mutual Funds, Wealth Management, Series 7, Series 63, Investment Advisory, Asset Allocation, Investments, Securities, Series 24, Retirement, Financial Advisory, Strategic Financial..., Asset Management, Estate Planning, Investment Strategies, Portfolio Management, FINRA, Fixed Annuities, Alternative Investments, Bonds, Equities, Financial Planners, Finance, Retirement Planning, Wealth
Education
University of Michigan College of Urban Planning 1976 — 1979
Master Urban Policy, Urban Policy
University of Michigan 1972 — 1975
BGS, Urban Studies/Affairs
Eric Volk's McDonald Investments Experience 1996 - 1999
Job Owner, Volk and Associates Inc.
Industry Investment Management
Experience
Volk and Associates Inc. January 2010 - Present
Lilly Pulitzer 2005 - 2009
Royal Asset Management 1999 - 2009
McDonald Investments 1996 - 1999
Prudential Securities 1994 - 1996
CPC International / Best Foods / CPC Specialty Products 1987 - 1994
Frito Lay 1986 - 1987
Skills
Sales, Investments, Strategic Planning
Education
Purdue University - Krannert School of Management 1981 — 1985
Bachelor of Science, Management, Finance
Shawnee Mission South High School 1979 — 1981
Purdue University
Volk and Associates Inc. January 2010 - Present
Lilly Pulitzer 2005 - 2009
Royal Asset Management 1999 - 2009
McDonald Investments 1996 - 1999
Prudential Securities 1994 - 1996
CPC International / Best Foods / CPC Specialty Products 1987 - 1994
Frito Lay 1986 - 1987
Skills
Sales, Investments, Strategic Planning
Education
Purdue University - Krannert School of Management 1981 — 1985
Bachelor of Science, Management, Finance
Shawnee Mission South High School 1979 — 1981
Purdue University
Chad Varanese's McDonald Investments Experience January 2001 - March 2004
Job Managing Director/SVP Institutional Sales at The Huntington Invesment Co
Industry Financial Services
Experience
The Huntington Invesment Co September 2012 - Present
PNC Financial Services Group March 2004 - September 2012
McDonald Investments January 2001 - March 2004
Skills
Series 7, Series 63, MBS, Fixed Income, Capital Markets, Loans, Origination, Institutional Clients, Bonds, Investments, Bloomberg, CMBS, Fixed Income Products, Servicing, Asset Management, Asset Allocation, Cross Selling, Investment Products, Asset Managment, Loan Origination, Portfolio Management, Structured Finance
Education
Virginia Military Institute 1996 — 1999
BA, Economics
University of Economics, Prague 1998 — 1998
north olmsted
The Huntington Invesment Co September 2012 - Present
PNC Financial Services Group March 2004 - September 2012
McDonald Investments January 2001 - March 2004
Skills
Series 7, Series 63, MBS, Fixed Income, Capital Markets, Loans, Origination, Institutional Clients, Bonds, Investments, Bloomberg, CMBS, Fixed Income Products, Servicing, Asset Management, Asset Allocation, Cross Selling, Investment Products, Asset Managment, Loan Origination, Portfolio Management, Structured Finance
Education
Virginia Military Institute 1996 — 1999
BA, Economics
University of Economics, Prague 1998 — 1998
north olmsted
Lyndsey Fern's McDonald Investments Experience October 2005 - February 2007
Job Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc February 2007 - Present
McDonald Investments October 2005 - February 2007
Education
The Ohio State University
Family Financial Managment
UBS Financial Services Inc February 2007 - Present
McDonald Investments October 2005 - February 2007
Education
The Ohio State University
Family Financial Managment
Michael Agriesti's McDonald Investments Experience November 1995 - July 1998
Job Accounting Professional Relocating to Guangzhou China for 3 years
Industry Banking
Experience
JPMorgan Chase April 2007 - June 2010
Western & Southern Financial Group January 2003 - March 2007
Deloitte & Touche 1998 - 2003
McDonald Investments November 1995 - July 1998
Skills
Accounting
Education
Southern Illinois University, Carbondale 2013 — 2015
Master of Business Administration (M.B.A.)
Utica College 1991 — 1994
JPMorgan Chase April 2007 - June 2010
Western & Southern Financial Group January 2003 - March 2007
Deloitte & Touche 1998 - 2003
McDonald Investments November 1995 - July 1998
Skills
Accounting
Education
Southern Illinois University, Carbondale 2013 — 2015
Master of Business Administration (M.B.A.)
Utica College 1991 — 1994
Dan Christie's McDonald Investments Experience January 1999 - February 2007
Job First Vice President Wealth Management
Industry Financial Services
Experience
UBS February 2007 - Present
McDonald Investments January 1999 - February 2007
Key Investment Services January 1996 - January 1999
Merrill Lynch June 1991 - January 1996
Skills
Finance, Wealth Management, Series 7
Education
University of Dayton 1989 — 1991
Master of Business Administration (M.B.A.)
University of Dayton 1983 — 1987
Bachelor of Science (B.S.), Mechanical Engineering Technology
UBS February 2007 - Present
McDonald Investments January 1999 - February 2007
Key Investment Services January 1996 - January 1999
Merrill Lynch June 1991 - January 1996
Skills
Finance, Wealth Management, Series 7
Education
University of Dayton 1989 — 1991
Master of Business Administration (M.B.A.)
University of Dayton 1983 — 1987
Bachelor of Science (B.S.), Mechanical Engineering Technology
Mike DiRienzo's McDonald Investments Experience July 1999 - December 2001
Job Fixed Income | Portfolio Manager | Trader | Analyst | Buy and SellSide Experienced | Actively Seeking New Opportunities
Industry Investment Management
Experience
Actively Seeking New Opportunities December 2001 - Present
Victory Capital Management December 2011 - July 2013
Victory Capital Management November 2005 - December 2011
KeyBanc Capital Markets February 2003 - November 2005
KeyBanc Capital Markets December 2001 - February 2003
McDonald Investments July 1999 - December 2001
Skills
Trading, Fixed Income, Bloomberg, Portfolio Management, Series 7, Series 63, Series 65, Capital Markets, Investments, Valuation, Mutual Funds, Electronic Trading, MBS, Bonds, CMBS, ABS, MarketAxess, TradeWeb, RMBS, Preferred Stock, Yield Book, Repos, Series 55, Microsoft Excel, US Treasuries, US Agencies, CMOs, Alternative Investments, ETFs, Asset Allocation, Hedge Funds, Investment Management, Residential Mortgages, Securities, Equities, Bloomberg Terminal, Investment Strategies, Asset Management, FINRA, Investment Advisory, Derivatives, Financial Markets, Equity Research, Yields, Retirement Planning, Wealth Management, Structured Products, Loans, Institutional..., High Yield
Education
Ohio University 1995 — 1999
BBA, Finance
Actively Seeking New Opportunities December 2001 - Present
Victory Capital Management December 2011 - July 2013
Victory Capital Management November 2005 - December 2011
KeyBanc Capital Markets February 2003 - November 2005
KeyBanc Capital Markets December 2001 - February 2003
McDonald Investments July 1999 - December 2001
Skills
Trading, Fixed Income, Bloomberg, Portfolio Management, Series 7, Series 63, Series 65, Capital Markets, Investments, Valuation, Mutual Funds, Electronic Trading, MBS, Bonds, CMBS, ABS, MarketAxess, TradeWeb, RMBS, Preferred Stock, Yield Book, Repos, Series 55, Microsoft Excel, US Treasuries, US Agencies, CMOs, Alternative Investments, ETFs, Asset Allocation, Hedge Funds, Investment Management, Residential Mortgages, Securities, Equities, Bloomberg Terminal, Investment Strategies, Asset Management, FINRA, Investment Advisory, Derivatives, Financial Markets, Equity Research, Yields, Retirement Planning, Wealth Management, Structured Products, Loans, Institutional..., High Yield
Education
Ohio University 1995 — 1999
BBA, Finance
David J. Whitaker's McDonald Investments Experience 1987 - 2007
Job President at Historic Brighton
Industry Nonprofit Organization Management
Experience
Historic Brighton January 2014 - Present
Brighton Historic Preservation Commission 2008 - Present
Landmark Society of Western New York May 2010 - January 2011
McDonald Investments/KeyCorp September 1998 - March 2007
McDonald Investments 1987 - 2007
Skills
Grants, Non-profits, Grant Writing, Fundraising, Strategic Planning, Event Planning, Volunteer Management, Community Outreach, Public Speaking, Nonprofits, Historic Preservation, Program Development, Public Relations, Team Building
Education
Union College 1961 — 1964
Psych., English
Historic Brighton January 2014 - Present
Brighton Historic Preservation Commission 2008 - Present
Landmark Society of Western New York May 2010 - January 2011
McDonald Investments/KeyCorp September 1998 - March 2007
McDonald Investments 1987 - 2007
Skills
Grants, Non-profits, Grant Writing, Fundraising, Strategic Planning, Event Planning, Volunteer Management, Community Outreach, Public Speaking, Nonprofits, Historic Preservation, Program Development, Public Relations, Team Building
Education
Union College 1961 — 1964
Psych., English