McDonald Investments Inc
McDonald Investments Inc List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at McDonald Investments Inc. You can filter them based on skills, years of employment, job, education, department, and prior employment.
McDonald Investments Inc Salaries. You can even request information on how much does McDonald Investments Inc pay if you want to. Learn about salaries, pros and cons of working for McDonald Investments Inc directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
26 McDonald Investments Inc employees in database. Find out everything there's to know about McDonald Investments Inc employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
McDonald Investments Inc Employees
Employee
Years
Job
Industry
Aaron Nuti, CFA, CAIA Aaron Nuti, CFA, CAIA's McDonald Investments Inc Experience March 2003 - October 2005
Job Advisor | Wealth Management | Investment Management at Fairport Asset Management
Industry Financial Services
Experience
Fairport Asset Management January 2012 - Present
Key Private Bank October 2005 - December 2011
McDonald Investments Inc March 2003 - October 2005
Skills
Wealth Management, Personal Financial..., Investment Management, Asset Allocation, Investment Strategies, Investment Policy, Alternative Investments, Collaboration
Education
John Carroll University 1997 — 2002
MBA & BSBA, Business Administration & Finance
Mentor High School 1995 — 1997
Fairport Asset Management January 2012 - Present
Key Private Bank October 2005 - December 2011
McDonald Investments Inc March 2003 - October 2005
Skills
Wealth Management, Personal Financial..., Investment Management, Asset Allocation, Investment Strategies, Investment Policy, Alternative Investments, Collaboration
Education
John Carroll University 1997 — 2002
MBA & BSBA, Business Administration & Finance
Mentor High School 1995 — 1997
Lynnette Finklea Lynnette Finklea's McDonald Investments Inc Experience February 2001 - September 2006
Job Senior Risk Management Analyst at State Farm
Industry Insurance
Experience
State Farm May 2015 - Present
Hondros College June 2012 - May 2015
Farmers Insurance January 2013 - January 2014
New York Life September 2011 - October 2012
New York Life September 2011 - October 2012
American Family Insurance DBA: Lynnette Finklea Agency October 2006 - August 2011
Lynnette Finklea Agency of American Family Insurance October 2006 - August 2011
McDonald Investments Inc February 2001 - September 2006
KeyCorp 1998 - 2006
KeyCorp October 1998 - February 2001
Skills
Faculty Training, Insurance, Process Improvement, Training, Risk Management, Program Management, Management, Recruiting, Life Insurance, Investments, Sales, Banking, Analysis, Property & Casualty..., Underwriting, Customer Service, Customer Satisfaction, Leadership Development, Employee Benefits, Retirement Planning, Financial Risk, Strategic Planning, Long-term Care, Marketing, Small Business, Coaching, Policy, Leadership, Mutual Funds, Public Speaking, Commercial Insurance, Team Building, Disability Insurance, Finance, Retirement, Software Documentation, Financial Services, Negotiation, Customer Retention, Business Planning, Term Life Insurance, Health Insurance, Sales Management, Selling, Operations Management, Credit, Call Centers, Fundraising, CRM, Fixed Annuities
Education
University of Maryland University College 2000 — 2005
Degree, Business Administration
State of Ohio Department of Education Substitute
University of Maryland University College, College
Bachelor of Science, Business Management
State Farm May 2015 - Present
Hondros College June 2012 - May 2015
Farmers Insurance January 2013 - January 2014
New York Life September 2011 - October 2012
New York Life September 2011 - October 2012
American Family Insurance DBA: Lynnette Finklea Agency October 2006 - August 2011
Lynnette Finklea Agency of American Family Insurance October 2006 - August 2011
McDonald Investments Inc February 2001 - September 2006
KeyCorp 1998 - 2006
KeyCorp October 1998 - February 2001
Skills
Faculty Training, Insurance, Process Improvement, Training, Risk Management, Program Management, Management, Recruiting, Life Insurance, Investments, Sales, Banking, Analysis, Property & Casualty..., Underwriting, Customer Service, Customer Satisfaction, Leadership Development, Employee Benefits, Retirement Planning, Financial Risk, Strategic Planning, Long-term Care, Marketing, Small Business, Coaching, Policy, Leadership, Mutual Funds, Public Speaking, Commercial Insurance, Team Building, Disability Insurance, Finance, Retirement, Software Documentation, Financial Services, Negotiation, Customer Retention, Business Planning, Term Life Insurance, Health Insurance, Sales Management, Selling, Operations Management, Credit, Call Centers, Fundraising, CRM, Fixed Annuities
Education
University of Maryland University College 2000 — 2005
Degree, Business Administration
State of Ohio Department of Education Substitute
University of Maryland University College, College
Bachelor of Science, Business Management
Michael C. Voinovich Michael C. Voinovich's McDonald Investments Inc Experience January 1999 - March 2001
Job Managing Director at Boenning & Scattergood, Inc.
Industry Investment Banking
Experience
Boenning & Scattergood, Inc. January 2013 - Present
Paragon Capital Group July 2010 - January 2013
Stifel Financial Corp. May 2005 - July 2010
FBR March 2001 - June 2005
McDonald Investments, Inc. January 1999 - March 2001
KeyCorp June 1998 - January 1999
Skills
Private Equity, Investment Banking, Capital Markets, Mergers & Acquisitions, Mergers, Capital Raising, Management, Valuation, Financial Modeling, Private Placements, Credit, Loans
Education
John Carroll University
Boenning & Scattergood, Inc. January 2013 - Present
Paragon Capital Group July 2010 - January 2013
Stifel Financial Corp. May 2005 - July 2010
FBR March 2001 - June 2005
McDonald Investments, Inc. January 1999 - March 2001
KeyCorp June 1998 - January 1999
Skills
Private Equity, Investment Banking, Capital Markets, Mergers & Acquisitions, Mergers, Capital Raising, Management, Valuation, Financial Modeling, Private Placements, Credit, Loans
Education
John Carroll University
Vicky Gillmor's McDonald Investments Inc Experience December 2003 - August 2005
Job Registered Client Associate at Lincoln Financial Securities
Industry Financial Services
Experience
Lincoln Financial Securities April 2013 - Present
The Woodlands Park & Rec Center March 2011 - Present
Morgan Stanley August 2012 - April 2013
Ameriprise Financial Services, Inc. April 2010 - December 2010
Smith Barney October 2005 - March 2008
McDonald Investments Inc. December 2003 - August 2005
Merrill Lynch February 1997 - December 2001
Skills
Series 7, Series 63, Life & Health Insurance..., Investment Strategies, Long Distance Running, Group Exercise..., Certified Running Coach, Coaching
Education
The University of Akron
Lincoln Financial Securities April 2013 - Present
The Woodlands Park & Rec Center March 2011 - Present
Morgan Stanley August 2012 - April 2013
Ameriprise Financial Services, Inc. April 2010 - December 2010
Smith Barney October 2005 - March 2008
McDonald Investments Inc. December 2003 - August 2005
Merrill Lynch February 1997 - December 2001
Skills
Series 7, Series 63, Life & Health Insurance..., Investment Strategies, Long Distance Running, Group Exercise..., Certified Running Coach, Coaching
Education
The University of Akron
Brea Dantin's McDonald Investments Inc Experience November 2000 - May 2005
Job Chief Compliance Officer at ProCourse Fiduciary Advisors, LLC
Industry Financial Services
Experience
ProCourse Fiduciary Advisors, LLC February 2013 - Present
Praxis Fiduciary Advisors, LLC June 2012 - February 2013
Stifel Nicolaus May 2005 - June 2012
McDonald Investments, Inc. November 2000 - May 2005
Skills
ERISA, Employee Benefits, Series 6, Alternative Investments, Strategic Financial..., Asset Management, Financial Services, Leadership, Pensions, Banking, Portfolio Management, Mergers & Acquisitions, Financial Advisory, Benefits Administration, Finance
Education
University of Evansville 1997 — 2000
Bachelor of Arts (B.A.), Spanish
ProCourse Fiduciary Advisors, LLC February 2013 - Present
Praxis Fiduciary Advisors, LLC June 2012 - February 2013
Stifel Nicolaus May 2005 - June 2012
McDonald Investments, Inc. November 2000 - May 2005
Skills
ERISA, Employee Benefits, Series 6, Alternative Investments, Strategic Financial..., Asset Management, Financial Services, Leadership, Pensions, Banking, Portfolio Management, Mergers & Acquisitions, Financial Advisory, Benefits Administration, Finance
Education
University of Evansville 1997 — 2000
Bachelor of Arts (B.A.), Spanish
Paul A. Corbeil Paul A. Corbeil's McDonald Investments Inc Experience 1993 - 2007
Job Sr. Vice PresidentWealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. May 1993 - Present
McDonald Investments, Inc. 1993 - 2007
Aramark Uniform Services November 1991 - May 1993
American Express March 1989 - November 1991
The Pittsburgh Pirates Baseball Club December 1988 - March 1989
Education
Ohio Wesleyan University 1984 — 1988
Bachelor of Arts (B.A.), Economics/Management
Hampton High School 1980 — 1984
UBS Financial Services, Inc. May 1993 - Present
McDonald Investments, Inc. 1993 - 2007
Aramark Uniform Services November 1991 - May 1993
American Express March 1989 - November 1991
The Pittsburgh Pirates Baseball Club December 1988 - March 1989
Education
Ohio Wesleyan University 1984 — 1988
Bachelor of Arts (B.A.), Economics/Management
Hampton High School 1980 — 1984
Barrett Rydell Barrett Rydell's McDonald Investments Inc Experience October 1984 - February 2007
Job Senior Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2012 - Present
Lima Memorial Health System January 2006 - Present
Stifel Nicolaus & Company, Inc September 2009 - February 2012
UBS Financial Services 2007 - 2009
McDonald Investments, Inc October 1984 - February 2007
Lima Memorial Hospital January 1990 - December 1996
Timmerman Sales Company April 1975 - September 1984
The Ohio Company January 1974 - April 1975
Columbia Gas System Service Corporation 1970 - 1974
Marathon Oil Company 1967 - 1970
Skills
Investments, Mutual Funds, Securities, Retirement Planning, Financial Analysis, Alternative Investments, Registered Investment..., Bonds, Fixed Income, Equities, Capital Markets, Strategic Investment..., Asset Allocation, Finance, Series 65, Leadership, Team Building
Education
Bowling Green State University 1969 — 1970
Post Grad - Economics
Ohio Northern University 1962 — 1966
BA & BS, Economics, Finance and Bus. Adm.
William A Shine, Great Neck South H S 1958 — 1962
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Wells Fargo Advisors February 2012 - Present
Lima Memorial Health System January 2006 - Present
Stifel Nicolaus & Company, Inc September 2009 - February 2012
UBS Financial Services 2007 - 2009
McDonald Investments, Inc October 1984 - February 2007
Lima Memorial Hospital January 1990 - December 1996
Timmerman Sales Company April 1975 - September 1984
The Ohio Company January 1974 - April 1975
Columbia Gas System Service Corporation 1970 - 1974
Marathon Oil Company 1967 - 1970
Skills
Investments, Mutual Funds, Securities, Retirement Planning, Financial Analysis, Alternative Investments, Registered Investment..., Bonds, Fixed Income, Equities, Capital Markets, Strategic Investment..., Asset Allocation, Finance, Series 65, Leadership, Team Building
Education
Bowling Green State University 1969 — 1970
Post Grad - Economics
Ohio Northern University 1962 — 1966
BA & BS, Economics, Finance and Bus. Adm.
William A Shine, Great Neck South H S 1958 — 1962
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Sean W. Hardy's McDonald Investments Inc Experience March 2001 - February 2007
Job Senior Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. March 2013 - Present
UBS Financial Services, Inc. February 2007 - March 2013
McDonald Investments, Inc. March 2001 - February 2007
Merrill Lynch 1998 - 2001
Education
Bowling Green State University 1984 — 1989
B.S.B.A., Marketing & Finance
Westlake High School 1980 — 1984
UBS Financial Services, Inc. March 2013 - Present
UBS Financial Services, Inc. February 2007 - March 2013
McDonald Investments, Inc. March 2001 - February 2007
Merrill Lynch 1998 - 2001
Education
Bowling Green State University 1984 — 1989
B.S.B.A., Marketing & Finance
Westlake High School 1980 — 1984
Karen Julien Karen Julien's McDonald Investments Inc Experience February 1985 - October 2001
Job Vice President, Investments & Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James June 2006 - Present
LaSalle Broker Dealer Services November 2000 - March 2006
McDonald Investments, Inc. February 1985 - October 2001
Education
Lakeland Community College
AS, Applied Business
Raymond James June 2006 - Present
LaSalle Broker Dealer Services November 2000 - March 2006
McDonald Investments, Inc. February 1985 - October 2001
Education
Lakeland Community College
AS, Applied Business
Douglas Prince's McDonald Investments Inc Experience January 1996 - May 2005
Job CEO at ProCourse Fiduciary Advisors, LLC
Industry Financial Services
Experience
ProCourse Fiduciary Advisors, LLC June 2012 - Present
Stifel Nicolaus & Company May 2005 - June 2012
McDonald Investments, Inc. January 1996 - May 2005
Grant Thornton LLP June 1990 - January 1996
Peck, Shaffer & Williams January 1989 - May 1990
Skills
Retirement Planning, Investment Advisory, Retirement, Financial Advisory, Investment Management, Fiduciary, 401k, Financial Analysis, Investments, Due Diligence, Alternative Investments, Deferred Compensation, Strategic Financial..., Series 63, Mutual Funds, ERISA, Asset Allocation, Employee Benefits, Pensions
Education
Northern Kentucky University 1985 — 1990
BS, Accounting
ProCourse Fiduciary Advisors, LLC June 2012 - Present
Stifel Nicolaus & Company May 2005 - June 2012
McDonald Investments, Inc. January 1996 - May 2005
Grant Thornton LLP June 1990 - January 1996
Peck, Shaffer & Williams January 1989 - May 1990
Skills
Retirement Planning, Investment Advisory, Retirement, Financial Advisory, Investment Management, Fiduciary, 401k, Financial Analysis, Investments, Due Diligence, Alternative Investments, Deferred Compensation, Strategic Financial..., Series 63, Mutual Funds, ERISA, Asset Allocation, Employee Benefits, Pensions
Education
Northern Kentucky University 1985 — 1990
BS, Accounting
Stanley Trybala Stanley Trybala's McDonald Investments Inc Experience May 1999 - March 2007
Job Department Supervisor
Industry Retail
Experience
jcpenney June 2014 - Present
jcpenney October 2013 - June 2014
Key Investment Services December 2012 - May 2013
KeyBanc Capital Markets July 2007 - October 2012
McDonald Investments Inc May 1999 - March 2007
The Strongsville Savings Bank January 1983 - May 1999
Skills
Management, Customer Service, Investments, Fixed Income, Securities, Capital Markets, Series 63, Finance, Financial Analysis, Bonds, Series 7, Mortgage Lending, Bloomberg, Retail Banking, Retirement Plan..., 401k, IRAs, Apparel, Cashiering, Retail, Training, Leadership, Team Development, Sales, Microsoft Excel, Microsoft Office, Team Building, Strategic Planning
Education
Kent State University 1970 — 1974
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
jcpenney June 2014 - Present
jcpenney October 2013 - June 2014
Key Investment Services December 2012 - May 2013
KeyBanc Capital Markets July 2007 - October 2012
McDonald Investments Inc May 1999 - March 2007
The Strongsville Savings Bank January 1983 - May 1999
Skills
Management, Customer Service, Investments, Fixed Income, Securities, Capital Markets, Series 63, Finance, Financial Analysis, Bonds, Series 7, Mortgage Lending, Bloomberg, Retail Banking, Retirement Plan..., 401k, IRAs, Apparel, Cashiering, Retail, Training, Leadership, Team Development, Sales, Microsoft Excel, Microsoft Office, Team Building, Strategic Planning
Education
Kent State University 1970 — 1974
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Scott Hiltebrant Scott Hiltebrant's McDonald Investments Inc Experience March 2001 - April 2002
Job Senior Counselor
Industry Venture Capital & Private Equity
Experience
Touchstone Capital Advisors, Inc. January 2007 - Present
Cambria Investment Management, Inc. October 2005 - January 2007
FTN Midwest Securities April 2002 - October 2005
McDonald Investments, Inc. March 2001 - April 2002
McDonald Investments, Cleveland OH June 1999 - March 2001
Skills
Trading, Investment Strategies, Valuation, Private Equity, Fixed Income, Derivatives, Asset Management, Investment Advisory, Technical Analysis, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Investment Management, Dividends, Quantitative Research, Alternative Investments, Currency, Emerging Markets, Reverse Mergers, Portfolio Optimization, Trading Strategies, Investment Banking, Equity Trading, Commodity Markets, New Business Development, Venture Capital
Education
Regent's College London, UK 1996 — 1999
Finance Degree
Miami University 1995 — 1999
Bachelor of Arts (B.A.), Finance
Touchstone Capital Advisors, Inc. January 2007 - Present
Cambria Investment Management, Inc. October 2005 - January 2007
FTN Midwest Securities April 2002 - October 2005
McDonald Investments, Inc. March 2001 - April 2002
McDonald Investments, Cleveland OH June 1999 - March 2001
Skills
Trading, Investment Strategies, Valuation, Private Equity, Fixed Income, Derivatives, Asset Management, Investment Advisory, Technical Analysis, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Investment Management, Dividends, Quantitative Research, Alternative Investments, Currency, Emerging Markets, Reverse Mergers, Portfolio Optimization, Trading Strategies, Investment Banking, Equity Trading, Commodity Markets, New Business Development, Venture Capital
Education
Regent's College London, UK 1996 — 1999
Finance Degree
Miami University 1995 — 1999
Bachelor of Arts (B.A.), Finance
Derick Howell's McDonald Investments Inc Experience 1999 - 2004
Job Business Analyst Incentive Compensation, Asset Management Group at PNC Financial Services
Industry Financial Services
Experience
PNC Financial Services September 2010 - Present
PNC Financial Services January 2009 - September 2010
National City Bank July 2008 - January 2009
National City Bank November 2005 - July 2008
McDonald Financial Group April 2004 - October 2005
McDonald Investments Inc 1999 - 2004
Education
University of Cincinnati 1994 — 1998
Bachelor of Arts, Psychology
PNC Financial Services September 2010 - Present
PNC Financial Services January 2009 - September 2010
National City Bank July 2008 - January 2009
National City Bank November 2005 - July 2008
McDonald Financial Group April 2004 - October 2005
McDonald Investments Inc 1999 - 2004
Education
University of Cincinnati 1994 — 1998
Bachelor of Arts, Psychology
Tammie Evans, CFP®'s McDonald Investments Inc Experience December 2003 - July 2005
Job
Industry Financial Services
Experience
Vanguard February 2014 - Present
Vanguard September 2012 - January 2014
Vanguard July 2008 - August 2012
The Vanguard Group October 2006 - July 2008
Vanguard Group July 2005 - October 2006
McDonald Investments Inc. December 2003 - July 2005
McDonald Investments Inc. January 2001 - September 2003
Skills
Strategic Financial..., Retirement Planning, Investments, Asset Allocation, Portfolio Management, Financial Planning, Series 63, Insurance, Estate Planning, Mutual Funds, Series 6
Education
Arizona State University, W. P. Carey School of Business 2005 — 2007
MBA
Cleveland State University 1997 — 2000
BBA
Vanguard February 2014 - Present
Vanguard September 2012 - January 2014
Vanguard July 2008 - August 2012
The Vanguard Group October 2006 - July 2008
Vanguard Group July 2005 - October 2006
McDonald Investments Inc. December 2003 - July 2005
McDonald Investments Inc. January 2001 - September 2003
Skills
Strategic Financial..., Retirement Planning, Investments, Asset Allocation, Portfolio Management, Financial Planning, Series 63, Insurance, Estate Planning, Mutual Funds, Series 6
Education
Arizona State University, W. P. Carey School of Business 2005 — 2007
MBA
Cleveland State University 1997 — 2000
BBA
Keith DeCrane's McDonald Investments Inc Experience February 1996 - June 2004
Job Business Intelligence & Research Manager Consumer Goods, Manufacturing & Industrial Practices at CTPartners
Industry Staffing and Recruiting
Experience
CTPartners December 2011 - Present
CTPartners March 2006 - December 2011
AldnetMedia Group September 2004 - March 2006
McDonald Investments Inc. February 1996 - June 2004
Skills
Management Consulting, IT Outsourcing, Professional Services, Executive Search, ERP, BPO, Sales Management, Financial Services, Finance, Analysis, Strategic Partnerships, SaaS, Business Development, Business Intelligence, Strategy, Program Management, Leadership, Talent Acquisition, New Business Development, Sales, CRM, Consulting, Start-ups, Project Management, Sourcing, Recruiting, Technical Recruiting, Executive Management, Search, Vendor Management, Management
Education
Baldwin-Wallace College
B.A., Economics, History, Political Science
CTPartners December 2011 - Present
CTPartners March 2006 - December 2011
AldnetMedia Group September 2004 - March 2006
McDonald Investments Inc. February 1996 - June 2004
Skills
Management Consulting, IT Outsourcing, Professional Services, Executive Search, ERP, BPO, Sales Management, Financial Services, Finance, Analysis, Strategic Partnerships, SaaS, Business Development, Business Intelligence, Strategy, Program Management, Leadership, Talent Acquisition, New Business Development, Sales, CRM, Consulting, Start-ups, Project Management, Sourcing, Recruiting, Technical Recruiting, Executive Management, Search, Vendor Management, Management
Education
Baldwin-Wallace College
B.A., Economics, History, Political Science
Leon Hodkey's McDonald Investments Inc Experience March 1999 - September 2007
Job Operations Manager at PNC Investments
Industry Financial Services
Experience
PNC Investments August 2010 - Present
ValMark Securities August 2008 - August 2010
KeyBanc Capital Markets Inc. March 1994 - August 2008
McDonald Investments Inc. March 1999 - September 2007
Gradison Asset Management November 1997 - March 1999
McDonald & Company Securities Inc. 1994 - 1998
Skills
Customer Service, Microsoft Excel, Securities, Portfolio Management, Financial Services, Mutual Funds, Asset Managment, Risk Management, Investments, Asset Management, Project Management, Banking, Retirement Planning, Equities, Wealth Management, Fixed Income, Finance, Credit
Education
Cleveland State University - Nance College of Business Administration 2006 — 2007
M.B.A., Business Management
Cleveland State University 1988 — 1992
B.A., Economics, Political Science
PNC Investments August 2010 - Present
ValMark Securities August 2008 - August 2010
KeyBanc Capital Markets Inc. March 1994 - August 2008
McDonald Investments Inc. March 1999 - September 2007
Gradison Asset Management November 1997 - March 1999
McDonald & Company Securities Inc. 1994 - 1998
Skills
Customer Service, Microsoft Excel, Securities, Portfolio Management, Financial Services, Mutual Funds, Asset Managment, Risk Management, Investments, Asset Management, Project Management, Banking, Retirement Planning, Equities, Wealth Management, Fixed Income, Finance, Credit
Education
Cleveland State University - Nance College of Business Administration 2006 — 2007
M.B.A., Business Management
Cleveland State University 1988 — 1992
B.A., Economics, Political Science
Michael Frayman's McDonald Investments Inc Experience August 2000 - February 2006
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2006 - Present
McDonald Investments Inc. August 2000 - February 2006
Key Private Bank 1997 - 2006
Key Bank 1997 - 1998
Skills
Series 7, Wealth Management, Asset Allocation, Securities, Investments, Strategic Financial..., Series 63, Investment Advisory, Financial Modeling, Financial Analysis, Asset Managment, Alternative Investments, Equities, Bonds, Portfolio Management, Fixed Income, Retirement Planning, Estate Planning, Investment Management, Corporate Finance, Valuation
Education
Weatherhead School of Management at Case Western Reserve University 1992 — 1996
MBA, Finance and Marketing
The University of Texas at Austin 1987 — 1991
BA, Finance
Raymond James February 2006 - Present
McDonald Investments Inc. August 2000 - February 2006
Key Private Bank 1997 - 2006
Key Bank 1997 - 1998
Skills
Series 7, Wealth Management, Asset Allocation, Securities, Investments, Strategic Financial..., Series 63, Investment Advisory, Financial Modeling, Financial Analysis, Asset Managment, Alternative Investments, Equities, Bonds, Portfolio Management, Fixed Income, Retirement Planning, Estate Planning, Investment Management, Corporate Finance, Valuation
Education
Weatherhead School of Management at Case Western Reserve University 1992 — 1996
MBA, Finance and Marketing
The University of Texas at Austin 1987 — 1991
BA, Finance
Gregory Stephens's McDonald Investments Inc Experience March 1998 - October 2005
Job President/Owner at Stephens Investments and Wealth Management Solutions, LLC
Industry Financial Services
Experience
Stephens Investments and Wealth Management Solutions, LLC November 2010 - Present
Morgan Stanley Smith Barney October 2005 - December 2010
McDonald Investments, Inc March 1998 - October 2005
Bank One March 1993 - March 1998
Fleet Bank November 1986 - November 1992
Casual Male January 1985 - November 1986
Skills
401k Rollovers, Wealth Management..., Municipal Bonds, Investment Advisory, Asset Allocation, Investment Strategies, Wealth Management, Retirement Planning, Life & Health Insurance...
Education
State University of New York College at Fredonia 1980 — 1984
Bachelor of Science, Business Management & Organizational Behavior
Stephens Investments and Wealth Management Solutions, LLC November 2010 - Present
Morgan Stanley Smith Barney October 2005 - December 2010
McDonald Investments, Inc March 1998 - October 2005
Bank One March 1993 - March 1998
Fleet Bank November 1986 - November 1992
Casual Male January 1985 - November 1986
Skills
401k Rollovers, Wealth Management..., Municipal Bonds, Investment Advisory, Asset Allocation, Investment Strategies, Wealth Management, Retirement Planning, Life & Health Insurance...
Education
State University of New York College at Fredonia 1980 — 1984
Bachelor of Science, Business Management & Organizational Behavior
Audrey Harris's McDonald Investments Inc Experience June 1992 - September 2006
Job Chief Compliance Officer at Thomas McDonald Partners, LLC
Industry Financial Services
Experience
Thomas McDonald Partners, LLC September 2006 - Present
McDonald Investments, Inc. June 1992 - September 2006
KeyCorp, McDonald Investments, Inc 2004 - 2006
KeyBanc Capital Markets 1998 - 2006
McDonald Investments/Keybank 1992 - 2006
McDonald Financial 1992 - 2006
Skills
Investments, Portfolio Management, Credit, Hedge Funds, Business Development, Loans, Banking, Capital Markets, Equities, Due Diligence, Mergers, Fixed Annuities, Retirement Planning
Education
Lakeland Community College 1978 — 1980
Thomas McDonald Partners, LLC September 2006 - Present
McDonald Investments, Inc. June 1992 - September 2006
KeyCorp, McDonald Investments, Inc 2004 - 2006
KeyBanc Capital Markets 1998 - 2006
McDonald Investments/Keybank 1992 - 2006
McDonald Financial 1992 - 2006
Skills
Investments, Portfolio Management, Credit, Hedge Funds, Business Development, Loans, Banking, Capital Markets, Equities, Due Diligence, Mergers, Fixed Annuities, Retirement Planning
Education
Lakeland Community College 1978 — 1980
Georgine McCormack-Vendeland's McDonald Investments Inc Experience August 1998 - March 2006
Job Ex Asst/Administrative Coordinator at Western Reserve Partners LLC
Industry Financial Services
Experience
Western Reserve Partners LLC March 2006 - Present
McDonald Investments, Inc. August 1998 - March 2006
Computer Sciences Corporation September 1992 - August 1998
The Stouffer Restaurant Company February 1988 - March 1992
Skills
Due Diligence, Valuation, Finance, Financial Analysis, Financial Modeling
Education
Ohio University 1969 — 1973
BFA, Fine Arts, Art History, Art Education
Eden Hall, a Sacred Heart school 1965 — 1969
Diploma/Secondary, Strictly Academics; Art
Western Reserve Partners LLC March 2006 - Present
McDonald Investments, Inc. August 1998 - March 2006
Computer Sciences Corporation September 1992 - August 1998
The Stouffer Restaurant Company February 1988 - March 1992
Skills
Due Diligence, Valuation, Finance, Financial Analysis, Financial Modeling
Education
Ohio University 1969 — 1973
BFA, Fine Arts, Art History, Art Education
Eden Hall, a Sacred Heart school 1965 — 1969
Diploma/Secondary, Strictly Academics; Art
Robert Slonaker's McDonald Investments Inc Experience October 2004 - December 2007
Job Investment Resources Manager, Key Private Bank
Industry Financial Services
Experience
KeyBank September 2008 - Present
McDonald Investments, Inc. October 2004 - December 2007
Education
John Carroll University 1992 — 1996
BA, Business Administration/English
KeyBank September 2008 - Present
McDonald Investments, Inc. October 2004 - December 2007
Education
John Carroll University 1992 — 1996
BA, Business Administration/English
Karen Janes's McDonald Investments Inc Experience 1990 - 2003
Job Director, Compliance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2004 - Present
McDonald Investments, Inc. 1990 - 2003
Education
The University of Akron 1979 — 1983
business, business
Charles Schwab April 2004 - Present
McDonald Investments, Inc. 1990 - 2003
Education
The University of Akron 1979 — 1983
business, business
Vanessa Croswhite Keller's McDonald Investments Inc Experience 1992 - 1998
Job Business Analyst at Ceridian, Inc.
Industry Computer Software
Experience
Ceridian, Inc. February 2003 - Present
WellCorp 2001 - 2002
Ultimate Software 1998 - 2001
Center for Families and Children 1998 - 1998
McDonald Investments, Inc. 1992 - 1998
Education
Baldwin-Wallace College 1989 — 1993
BA, Business
Ceridian, Inc. February 2003 - Present
WellCorp 2001 - 2002
Ultimate Software 1998 - 2001
Center for Families and Children 1998 - 1998
McDonald Investments, Inc. 1992 - 1998
Education
Baldwin-Wallace College 1989 — 1993
BA, Business
Kim Schuster's McDonald Investments Inc Experience December 2000 - February 2003
Job Pension Assistant
Industry Financial Services
Experience
Moskol Gross Orchosky February 2011 - Present
Adecco Employment Agency December 2009 - April 2010
Dawson Retirement Plan Services September 2007 - July 2009
Colony Mortgage Corporation July 2005 - September 2007
Colony Mortgage June 2003 - July 2004
Volt Services March 2003 - June 2003
McDonald Investments Inc December 2000 - February 2003
Key Asset Management January 1999 - January 2000
Key Clearing Corp January 1996 - January 1999
Key Investments/Key Clearing January 1994 - January 1996
Skills
Accounting, Tax, Excel, Word, PowerPoint, Microsoft Excel, Microsoft Word, Account Reconciliation, Bookkeeping, Customer Service, Compliance, Mutual Funds, Account Management, Microsoft Office, Securities, Pension Administration, Software Documentation, Leadership, Accounts Payable, Investments, Outlook, Employee Benefits, Banking, Finance, Management
Education
Cuyahoga Community College 2007 — 2010
Associate, Accounting
Cleveland State University 1977 — 1981
Accounting
John Marshall High School 1973 — 1977
Moskol Gross Orchosky February 2011 - Present
Adecco Employment Agency December 2009 - April 2010
Dawson Retirement Plan Services September 2007 - July 2009
Colony Mortgage Corporation July 2005 - September 2007
Colony Mortgage June 2003 - July 2004
Volt Services March 2003 - June 2003
McDonald Investments Inc December 2000 - February 2003
Key Asset Management January 1999 - January 2000
Key Clearing Corp January 1996 - January 1999
Key Investments/Key Clearing January 1994 - January 1996
Skills
Accounting, Tax, Excel, Word, PowerPoint, Microsoft Excel, Microsoft Word, Account Reconciliation, Bookkeeping, Customer Service, Compliance, Mutual Funds, Account Management, Microsoft Office, Securities, Pension Administration, Software Documentation, Leadership, Accounts Payable, Investments, Outlook, Employee Benefits, Banking, Finance, Management
Education
Cuyahoga Community College 2007 — 2010
Associate, Accounting
Cleveland State University 1977 — 1981
Accounting
John Marshall High School 1973 — 1977
Anita Lombardi's McDonald Investments Inc Experience January 2000 - February 2003
Job Investment Adviser Representative/CCO at Everest Consultants, LLC
Industry Financial Services
Experience
Everest Consultants, LLC August 2005 - Present
Solvay Bank February 2003 - August 2005
McDonald Investments, Inc. January 2000 - February 2003
Skills
Series 7, Series 63, Series 65, Investment Adviser...
Education
SUNY Oswego 1996 — 1998
MS, Vocational Technical Education
Ithaca College 1986 — 1988
BS, Marketing and Management
Everest Consultants, LLC August 2005 - Present
Solvay Bank February 2003 - August 2005
McDonald Investments, Inc. January 2000 - February 2003
Skills
Series 7, Series 63, Series 65, Investment Adviser...
Education
SUNY Oswego 1996 — 1998
MS, Vocational Technical Education
Ithaca College 1986 — 1988
BS, Marketing and Management