Meeder Financial
Description
Address: 6125 Memorial Dr, Dublin, OH 43017 Hours: Closed ⋅ Opens 8:30AM Friday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (614) 766-7000Place name: : : Category: Website: : : : : Website: http://www.meederinvestment.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.
Meeder Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Meeder Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Meeder Financial Employees
Employee
Years
Job
Industry
Oliver Thompson Oliver Thompson's Meeder Financial Experience October 2011 - December 2011
Job Master's Degree in Financial Economics expected Dec 2016 | CFA Level I Candidate | Bachelors in Economics
Industry Financial Services
Experience
Citi September 2014 - Present
United States Air Force June 2006 - November 2014
Citi February 2014 - September 2014
Waddell & Reed March 2013 - December 2013
JPMorgan Chase October 2012 - March 2013
Meeder Financial October 2011 - December 2011
US Navy February 2001 - April 2006
US Navy March 1997 - February 2001
US Navy April 1993 - March 1997
Education
Ohio University
Master's degree, Financial Economics
CFA Institute 2014 — 2016
Chartered Financial Analyst (CFA) - Level 1 Candidate
The Ohio State University 2007 — 2011
Bachelor of Arts, Economics
Community College of the Air Force 2006 — 2009
Associate of Applied Science, Electronics Systems Technology
Advanced Training 1993 — 2014
Certificates for Military Training
Citi September 2014 - Present
United States Air Force June 2006 - November 2014
Citi February 2014 - September 2014
Waddell & Reed March 2013 - December 2013
JPMorgan Chase October 2012 - March 2013
Meeder Financial October 2011 - December 2011
US Navy February 2001 - April 2006
US Navy March 1997 - February 2001
US Navy April 1993 - March 1997
Education
Ohio University
Master's degree, Financial Economics
CFA Institute 2014 — 2016
Chartered Financial Analyst (CFA) - Level 1 Candidate
The Ohio State University 2007 — 2011
Bachelor of Arts, Economics
Community College of the Air Force 2006 — 2009
Associate of Applied Science, Electronics Systems Technology
Advanced Training 1993 — 2014
Certificates for Military Training
Gary Hale's Meeder Financial Experience 2000 - 2004
Job National Account Executive at Dart Appraisal
Industry Financial Services
Experience
Dart Appraisal March 2015 - Present
Elevate July 2014 - December 2014
Green Investment Management April 2006 - November 2012
Self Employed 2004 - 2006
Meeder Financial 2000 - 2004
Skills
Leadership, Executive Management, Strategy, Business Development, Due Diligence, Public Speaking, Appraisal Management
Education
United States Military Academy at West Point 1971 — 1975
Bachelor of Science, Engineering
University of Southern California
Master's degree, International Relations
Dart Appraisal March 2015 - Present
Elevate July 2014 - December 2014
Green Investment Management April 2006 - November 2012
Self Employed 2004 - 2006
Meeder Financial 2000 - 2004
Skills
Leadership, Executive Management, Strategy, Business Development, Due Diligence, Public Speaking, Appraisal Management
Education
United States Military Academy at West Point 1971 — 1975
Bachelor of Science, Engineering
University of Southern California
Master's degree, International Relations
Carla Garver Carla Garver's Meeder Financial Experience October 2007 - August 2011
Job Lean Six Sigma Consultant
Industry Financial Services
Experience
KeyBank May 2014 - Present
OSU - Ethiopia One Health Partnership February 2014 - May 2014
Buckeye Personal Assistant August 2011 - September 2013
Meeder Financial October 2007 - August 2011
BCD Travel April 2006 - October 2007
Charity Newsies July 2002 - April 2006
United States Coast June 1994 - July 2002
Skills
Leadership, Management, Process Improvement, Strategic Planning, Operations Management, Six Sigma, Customer Service, Analysis, Team Building, Forecasting, Data Analysis, Negotiation, Client Liaison, Strategy, Sales, Program Management, Management Consulting
Education
The Ohio State University Fisher College of Business 2013 — 2014
Master of Business Administration (MBA), Process Improvement and Project Management, 3.86 Cumulative GPA
Franklin University 2005 — 2006
BS, Business Managment with Marketing Minor
Columbus State Community College 2004 — 2005
AS, Business Management
KeyBank May 2014 - Present
OSU - Ethiopia One Health Partnership February 2014 - May 2014
Buckeye Personal Assistant August 2011 - September 2013
Meeder Financial October 2007 - August 2011
BCD Travel April 2006 - October 2007
Charity Newsies July 2002 - April 2006
United States Coast June 1994 - July 2002
Skills
Leadership, Management, Process Improvement, Strategic Planning, Operations Management, Six Sigma, Customer Service, Analysis, Team Building, Forecasting, Data Analysis, Negotiation, Client Liaison, Strategy, Sales, Program Management, Management Consulting
Education
The Ohio State University Fisher College of Business 2013 — 2014
Master of Business Administration (MBA), Process Improvement and Project Management, 3.86 Cumulative GPA
Franklin University 2005 — 2006
BS, Business Managment with Marketing Minor
Columbus State Community College 2004 — 2005
AS, Business Management
Libby Williams Libby Williams's Meeder Financial Experience September 2001 - July 2002
Job Account Rep at Honda Trading
Industry Automotive
Experience
Honda Trading August 2005 - Present
Honda Trading America August 2002 - July 2005
Meeder Financial September 2001 - July 2002
Adecco November 1999 - September 2001
Honda america manufacturing 1999 - 2001
Skills
5P, Microsoft office..., Supply Chain, Sales Management, Leadership, Customer Service, Automotive, Continuous Improvement, Microsoft Office, Plastics, Forecasting, PowerPoint, Training, Inventory Management, Purchasing, Supply Chain Management, Operations Management, Team Building, Customer Satisfaction
Education
Ohio Northern University 1993 — 1997
Bachelor of Science (BS), Small Business Administration/Management
Honda Trading August 2005 - Present
Honda Trading America August 2002 - July 2005
Meeder Financial September 2001 - July 2002
Adecco November 1999 - September 2001
Honda america manufacturing 1999 - 2001
Skills
5P, Microsoft office..., Supply Chain, Sales Management, Leadership, Customer Service, Automotive, Continuous Improvement, Microsoft Office, Plastics, Forecasting, PowerPoint, Training, Inventory Management, Purchasing, Supply Chain Management, Operations Management, Team Building, Customer Satisfaction
Education
Ohio Northern University 1993 — 1997
Bachelor of Science (BS), Small Business Administration/Management
Kristin Radel, ACS, AIF's Meeder Financial Experience January 1999 - January 2000
Job Director of Contract Bureau at MetLife
Industry Financial Services
Experience
MetLife June 2014 - Present
MetLife September 2013 - June 2014
Nationwide Insurance October 2005 - August 2012
Nationwide Retirement Solutions January 2005 - October 2005
Maronda Homes January 2004 - January 2005
Nationwide Insurance January 2000 - January 2004
Meeder Financial January 1999 - January 2000
Nationwide Insurance / Nationwide Financial January 1991 - January 2000
Skills
Claim, Retirement Planning, Risk Management, Fixed Annuities, Leadership, Process Improvement, Pensions, Insurance, Variable Annuities, Financial Services, Series 6, Coaching, Securities, Mutual Funds, Internal Audit, FINRA, Series 7, Series 24, Retirement Plan..., 401k, Retirement, Sales Management, Qualified Retirement..., Series 63, Financial Advisory, ERISA, Training, AML, Life Insurance, General Insurance, Investment Advisory, Health Insurance, Property & Casualty..., Human Resources, Underwriting, OFAC, Financial Risk, Insurance Law, Fraud
Education
East Carolina University - College of Business 2015 — 2016
Master of Business Administration (M.B.A.), Marketing
Mount Vernon Nazarene University 2007 — 2010
BA, Organizational Leadership
Bishop Hartley
MetLife June 2014 - Present
MetLife September 2013 - June 2014
Nationwide Insurance October 2005 - August 2012
Nationwide Retirement Solutions January 2005 - October 2005
Maronda Homes January 2004 - January 2005
Nationwide Insurance January 2000 - January 2004
Meeder Financial January 1999 - January 2000
Nationwide Insurance / Nationwide Financial January 1991 - January 2000
Skills
Claim, Retirement Planning, Risk Management, Fixed Annuities, Leadership, Process Improvement, Pensions, Insurance, Variable Annuities, Financial Services, Series 6, Coaching, Securities, Mutual Funds, Internal Audit, FINRA, Series 7, Series 24, Retirement Plan..., 401k, Retirement, Sales Management, Qualified Retirement..., Series 63, Financial Advisory, ERISA, Training, AML, Life Insurance, General Insurance, Investment Advisory, Health Insurance, Property & Casualty..., Human Resources, Underwriting, OFAC, Financial Risk, Insurance Law, Fraud
Education
East Carolina University - College of Business 2015 — 2016
Master of Business Administration (M.B.A.), Marketing
Mount Vernon Nazarene University 2007 — 2010
BA, Organizational Leadership
Bishop Hartley
Sheng-De Jeff Liu, CFA® Sheng-De Jeff Liu, CFA®'s Meeder Financial Experience February 2008 - June 2012
Job Director, Portfolio Managment at Hamilton Capital Management
Industry Investment Management
Experience
Hamilton Capital Management June 2012 - Present
Meeder Financial February 2008 - June 2012
The Garlikov Companies April 2006 - January 2008
Merrill Lynch June 2002 - April 2006
Prudential Financial November 1995 - June 2002
Prudential Securities/Wachovia Securities 1996 - 2002
Guangzhou International Trust & Investment Corp. (GUITIC) 1989 - 1992
Skills
Asset Management, Investments, Portfolio Management, Investment Management, Mutual Funds, Equities, Asset Allocation, Wealth Management, Retirement Planning, Management, Alternative Investments, Investment Strategies
Education
The Ohio State University - The Max M. Fisher College of Business
Master's degree, Business Administration
Ohio University
Master's degree, Economics
Ohio University
Master's degree, International Affairs
Hamilton Capital Management June 2012 - Present
Meeder Financial February 2008 - June 2012
The Garlikov Companies April 2006 - January 2008
Merrill Lynch June 2002 - April 2006
Prudential Financial November 1995 - June 2002
Prudential Securities/Wachovia Securities 1996 - 2002
Guangzhou International Trust & Investment Corp. (GUITIC) 1989 - 1992
Skills
Asset Management, Investments, Portfolio Management, Investment Management, Mutual Funds, Equities, Asset Allocation, Wealth Management, Retirement Planning, Management, Alternative Investments, Investment Strategies
Education
The Ohio State University - The Max M. Fisher College of Business
Master's degree, Business Administration
Ohio University
Master's degree, Economics
Ohio University
Master's degree, International Affairs
Steve Goodman, CFA, CMT Steve Goodman, CFA, CMT's Meeder Financial Experience February 2006 - February 2008
Job Chief Investment Officer at MKD Wealth Coaches
Industry Investment Management
Experience
MKD Wealth Coaches September 2012 - Present
Capelli Financial Services, Inc. February 2008 - September 2012
Meeder Financial February 2006 - February 2008
H&R Block Financial Advisors December 1994 - April 2005
Skills
Mutual Funds, Investments, ETFs, Asset Allocation, Portfolio Management, Investment Strategies, 401k, Investment Management, Alternative Investments, Wealth Management, Due Diligence, Equities, Asset Management, Investment Advisory, Trading, Equity Research, Securities, Bonds, Financial Markets, Bloomberg, Fixed Income, Capital Markets, Asset Managment, Financial Advisory, Analysis, Research, Risk Management, Hedge Funds, Fixed Annuities, Retirement Planning, Strategic Financial..., Fund Of Funds
Education
Eastern Michigan University
B.B.A., Finance
Walsh College
M.S., Finance
MKD Wealth Coaches September 2012 - Present
Capelli Financial Services, Inc. February 2008 - September 2012
Meeder Financial February 2006 - February 2008
H&R Block Financial Advisors December 1994 - April 2005
Skills
Mutual Funds, Investments, ETFs, Asset Allocation, Portfolio Management, Investment Strategies, 401k, Investment Management, Alternative Investments, Wealth Management, Due Diligence, Equities, Asset Management, Investment Advisory, Trading, Equity Research, Securities, Bonds, Financial Markets, Bloomberg, Fixed Income, Capital Markets, Asset Managment, Financial Advisory, Analysis, Research, Risk Management, Hedge Funds, Fixed Annuities, Retirement Planning, Strategic Financial..., Fund Of Funds
Education
Eastern Michigan University
B.B.A., Finance
Walsh College
M.S., Finance
Jason Luksa Jason Luksa's Meeder Financial Experience May 2008 - October 2008
Job Sales Field Instrumentation at Puffer Sweiven
Industry Oil & Energy
Experience
Puffer Sweiven 2013 - Present
Partnervest Financial Group, LLC 2011 - 2012
Pacer Financial January 2010 - July 2010
Meeder Financial May 2008 - October 2008
NEXT FINANCIAL GROUP June 2006 - September 2007
Capitas Financial July 2005 - June 2006
AIG VALIC March 2000 - December 2004
Morgan Stanley February 1999 - January 2000
Skills
Mutual Funds
Education
Baylor University 1994 — 1998
Bachelor of Arts (BA), Financial Planning
Baylor University
Finance and Financial Management Services
Puffer Sweiven 2013 - Present
Partnervest Financial Group, LLC 2011 - 2012
Pacer Financial January 2010 - July 2010
Meeder Financial May 2008 - October 2008
NEXT FINANCIAL GROUP June 2006 - September 2007
Capitas Financial July 2005 - June 2006
AIG VALIC March 2000 - December 2004
Morgan Stanley February 1999 - January 2000
Skills
Mutual Funds
Education
Baylor University 1994 — 1998
Bachelor of Arts (BA), Financial Planning
Baylor University
Finance and Financial Management Services
Danielle McClelland Danielle McClelland's Meeder Financial Experience October 2005 - September 2008
Job Yearbook Consultant at Balfour
Industry Marketing and Advertising
Experience
Balfour September 2008 - Present
Meeder Financial October 2005 - September 2008
Sigma Kappa Sorority 2004 - 2005
Marietta College 2002 - 2004
Skills
Event Planning, Public Speaking, Marketing Communications, Social Media, Editing, Social Media Marketing, Fundraising, Strategic Planning, Community Outreach, Outlook, Nonprofits, Public Relations, Media Relations, Event Management, Marketing Strategy, Team Building
Education
Marietta College 2000 — 2004
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Balfour September 2008 - Present
Meeder Financial October 2005 - September 2008
Sigma Kappa Sorority 2004 - 2005
Marietta College 2002 - 2004
Skills
Event Planning, Public Speaking, Marketing Communications, Social Media, Editing, Social Media Marketing, Fundraising, Strategic Planning, Community Outreach, Outlook, Nonprofits, Public Relations, Media Relations, Event Management, Marketing Strategy, Team Building
Education
Marietta College 2000 — 2004
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Liz Leary Liz Leary's Meeder Financial Experience June 2007 - December 2009
Job Experienced Marketing Coordinator
Industry Events Services
Experience
Meeder Financial June 2007 - December 2009
Skills
Marketing Communications, Public Relations, Sales, Event Planning
Education
Marietta College 2000 — 2004
BA, AD/PR
Meeder Financial June 2007 - December 2009
Skills
Marketing Communications, Public Relations, Sales, Event Planning
Education
Marietta College 2000 — 2004
BA, AD/PR
William Kinder William Kinder's Meeder Financial Experience October 2000 - March 2006
Job Software Developer at American Health Holding
Industry
Experience
American Health Holding April 2014 - Present
American Health Holding June 2010 - April 2014
Red Capital Group April 2006 - April 2010
Meeder Financial October 2000 - March 2006
BISYS Fund Services 1996 - October 2000
Skills
SSRS, Microsoft SQL Server, Visual Basic, Crystal Reports, Visual Studio
Education
Miami University
Bachelor of Science, Finance
American Health Holding April 2014 - Present
American Health Holding June 2010 - April 2014
Red Capital Group April 2006 - April 2010
Meeder Financial October 2000 - March 2006
BISYS Fund Services 1996 - October 2000
Skills
SSRS, Microsoft SQL Server, Visual Basic, Crystal Reports, Visual Studio
Education
Miami University
Bachelor of Science, Finance
Carrie Campbell Carrie Campbell's Meeder Financial Experience January 2009 - January 2012
Job Server/Manager @ Brewstone
Industry Food & Beverages
Experience
Brewstone Beer Company July 2012 - Present
Avon December 2011 - Present
Meeder Financial January 2009 - January 2012
Events By Christopher 2008 - 2009
Business Clubs America 2007 - 2008
Education
Duquesne University 1996 — 2001
Brewstone Beer Company July 2012 - Present
Avon December 2011 - Present
Meeder Financial January 2009 - January 2012
Events By Christopher 2008 - 2009
Business Clubs America 2007 - 2008
Education
Duquesne University 1996 — 2001
Michael Lydon, CTP Michael Lydon, CTP's Meeder Financial Experience 2005 - 2008
Job
Industry Plastics
Experience
Advanced Drainage Systems, Inc. August 2011 - Present
Franklin University July 2009 - Present
Central Ohio Association of Finance Professionals September 2014 - Present
Northwestern Mutual Financial Network 2008 - 2010
Meeder Financial 2005 - 2008
Huntington National Bank 1997 - 2005
The Chase Manhattan Bank 1991 - 1997
Skills
Portfolio Management, Investments, Cash Management, Financial Services, Business Development, Product Management, Banking, Budgets, Relationship Management, Product Development, 401k, Foreign Exchange, Financial Risk, ALM, Profit Sharing, 403 b, Forecasting, Mutual Funds, Financial Analysis, Insurance, Financial Reporting, Finance, Economics, CTP
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance, Economics, Int'l Business
Ohio University 1987 — 1991
BBA, Management, Finance, Bus. Pre-Law
Advanced Drainage Systems, Inc. August 2011 - Present
Franklin University July 2009 - Present
Central Ohio Association of Finance Professionals September 2014 - Present
Northwestern Mutual Financial Network 2008 - 2010
Meeder Financial 2005 - 2008
Huntington National Bank 1997 - 2005
The Chase Manhattan Bank 1991 - 1997
Skills
Portfolio Management, Investments, Cash Management, Financial Services, Business Development, Product Management, Banking, Budgets, Relationship Management, Product Development, 401k, Foreign Exchange, Financial Risk, ALM, Profit Sharing, 403 b, Forecasting, Mutual Funds, Financial Analysis, Insurance, Financial Reporting, Finance, Economics, CTP
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance, Economics, Int'l Business
Ohio University 1987 — 1991
BBA, Management, Finance, Bus. Pre-Law
Ryan McVicker, CFA Ryan McVicker, CFA's Meeder Financial Experience October 2002 - October 2003
Job President at VSense Medical Devices
Industry Venture Capital & Private Equity
Experience
V-Sense Medical Devices September 2015 - Present
R-Squared Capital LLC December 2012 - Present
UnderTheDoormat December 2014 - Present
PENSCO January 2011 - December 2012
PIMCO February 2009 - May 2010
Inspired Homes LLC May 2003 - July 2006
Meeder Financial October 2002 - October 2003
Efficient Business Computer Solutions March 1996 - July 2002
Skills
Portfolio Management, Financial Modeling, Business Valuation, Asset Allocation, Pricing Analysis, Business Acquisition..., Ownership Transition, Deal Structures, Strategic Planning, Business Development, Employee Engagement, Negotiation, Entrepreneurship, Venture Capital, Executive Management, Networking, Business Strategy, Banking, Analysis, Valuation, Fixed Income, Financial Analysis, Hedge Funds, Securities, Leadership, Private Equity, Equity Research, Alternative Investments, Asset Management
Education
Universidad Complutense de Madrid 2014 — 2017
Doctor of Philosophy (PhD), Quantitative Economics
IE Business School 2014 — 2014
Guest Lecturer, Private Equity
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2008
Master of Business Administration (MBA), Finance
American University 1998 — 2001
Bachelor of Science (B.S.), Finance
The Ohio State University 1996 — 1998
High School Advanced Placement Program
V-Sense Medical Devices September 2015 - Present
R-Squared Capital LLC December 2012 - Present
UnderTheDoormat December 2014 - Present
PENSCO January 2011 - December 2012
PIMCO February 2009 - May 2010
Inspired Homes LLC May 2003 - July 2006
Meeder Financial October 2002 - October 2003
Efficient Business Computer Solutions March 1996 - July 2002
Skills
Portfolio Management, Financial Modeling, Business Valuation, Asset Allocation, Pricing Analysis, Business Acquisition..., Ownership Transition, Deal Structures, Strategic Planning, Business Development, Employee Engagement, Negotiation, Entrepreneurship, Venture Capital, Executive Management, Networking, Business Strategy, Banking, Analysis, Valuation, Fixed Income, Financial Analysis, Hedge Funds, Securities, Leadership, Private Equity, Equity Research, Alternative Investments, Asset Management
Education
Universidad Complutense de Madrid 2014 — 2017
Doctor of Philosophy (PhD), Quantitative Economics
IE Business School 2014 — 2014
Guest Lecturer, Private Equity
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2008
Master of Business Administration (MBA), Finance
American University 1998 — 2001
Bachelor of Science (B.S.), Finance
The Ohio State University 1996 — 1998
High School Advanced Placement Program
Lynn Sautter Beal's Meeder Financial Experience December 2003 - July 2006
Job VP, Portfolio Manager, U.S. National Trust at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan June 2011 - Present
Franklin County Republican Party August 2008 - Present
OhioHealth Corporation September 2008 - June 2011
Morgan Stanley Smith Barney, Graystone Consulting July 2006 - September 2008
Meeder Financial December 2003 - July 2006
Columbus City Auditor 2005 - 2005
Raymond James Financial Services July 2002 - June 2003
McCloy Financial Services June 2000 - July 2002
Education
Otterbein University
Bachelor of Arts (B.A.), Business Administration, Magna Cum Laude with Departmental Honors
The Ohio State University
Economics
Northwestern University 2015 — 2018
Master of Science (M.S.), Predictive Analytics
J.P. Morgan June 2011 - Present
Franklin County Republican Party August 2008 - Present
OhioHealth Corporation September 2008 - June 2011
Morgan Stanley Smith Barney, Graystone Consulting July 2006 - September 2008
Meeder Financial December 2003 - July 2006
Columbus City Auditor 2005 - 2005
Raymond James Financial Services July 2002 - June 2003
McCloy Financial Services June 2000 - July 2002
Education
Otterbein University
Bachelor of Arts (B.A.), Business Administration, Magna Cum Laude with Departmental Honors
The Ohio State University
Economics
Northwestern University 2015 — 2018
Master of Science (M.S.), Predictive Analytics
Daniel Praznovsky Daniel Praznovsky's Meeder Financial Experience October 2011 - December 2011
Job Underwriting at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2013 - Present
Meeder Financial October 2011 - December 2011
Community Shelter Board March 2011 - October 2011
UBS September 2010 - June 2011
Skills
Non-profits, Fundraising, Research
Education
The Ohio State University 2008 — 2012
Bachelor of Science, Economics
JPMorgan Chase February 2013 - Present
Meeder Financial October 2011 - December 2011
Community Shelter Board March 2011 - October 2011
UBS September 2010 - June 2011
Skills
Non-profits, Fundraising, Research
Education
The Ohio State University 2008 — 2012
Bachelor of Science, Economics
Brian Biehl, CFP Brian Biehl, CFP's Meeder Financial Experience October 2010 - December 2014
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC December 2014 - Present
Meeder Financial October 2010 - December 2014
Merrill Lynch November 2009 - July 2011
ICON Advisers February 2008 - February 2009
Lincoln Investment Planning January 2000 - January 2008
Skills
CFP, Series 7,6,63,24,65, life and health..., Sequoia Training: Core..., Dale Carnegie: Public..., Life & Health Insurance..., Certified Financial..., Mutual Funds, Series 7, Separately Managed..., Retirement Planning, Finance, 401k, Fixed Annuities, Asset Allocation, Series 65, Wealth Management, Variable Annuities, Pensions, Series 63, Series 6
Education
Rowan University 1979 — 1983
BA, Communications
Allstate Financial Services, LLC December 2014 - Present
Meeder Financial October 2010 - December 2014
Merrill Lynch November 2009 - July 2011
ICON Advisers February 2008 - February 2009
Lincoln Investment Planning January 2000 - January 2008
Skills
CFP, Series 7,6,63,24,65, life and health..., Sequoia Training: Core..., Dale Carnegie: Public..., Life & Health Insurance..., Certified Financial..., Mutual Funds, Series 7, Separately Managed..., Retirement Planning, Finance, 401k, Fixed Annuities, Asset Allocation, Series 65, Wealth Management, Variable Annuities, Pensions, Series 63, Series 6
Education
Rowan University 1979 — 1983
BA, Communications
Mike Berger, CIPM's Meeder Financial Experience August 2002 - April 2007
Job Sr. Enterprise Risk Analyst at Ohio Public Employees Retirement System
Industry Financial Services
Experience
Ohio Public Employees Retirement System April 2013 - Present
Ohio Public Employees Retirement System July 2011 - April 2013
Ohio Bureau of Workers' Compensation March 2008 - July 2011
Spectrum Global Fund Administration May 2007 - April 2008
Meeder Financial August 2002 - April 2007
PFPC January 2002 - August 2002
Ohio Air National Guard May 1995 - May 2001
BISYS Fund Services 1999 - 2001
Skills
Mutual Funds, Investments, Bloomberg, Fund Accounting, Financial Services, Hedge Funds, Asset Management, Financial Markets, Alternative Investments, Asset Allocation, Portfolio Management, Fixed Income, Investment Strategies
Education
Ohio University-Lancaster 2008 — 2009
Masters, Financial Economics
Bowling Green State University 1995 — 1999
Bachelor of Science, Business Administration / Accounting
Ohio Public Employees Retirement System April 2013 - Present
Ohio Public Employees Retirement System July 2011 - April 2013
Ohio Bureau of Workers' Compensation March 2008 - July 2011
Spectrum Global Fund Administration May 2007 - April 2008
Meeder Financial August 2002 - April 2007
PFPC January 2002 - August 2002
Ohio Air National Guard May 1995 - May 2001
BISYS Fund Services 1999 - 2001
Skills
Mutual Funds, Investments, Bloomberg, Fund Accounting, Financial Services, Hedge Funds, Asset Management, Financial Markets, Alternative Investments, Asset Allocation, Portfolio Management, Fixed Income, Investment Strategies
Education
Ohio University-Lancaster 2008 — 2009
Masters, Financial Economics
Bowling Green State University 1995 — 1999
Bachelor of Science, Business Administration / Accounting
Robin Pandey, MBA Robin Pandey, MBA's Meeder Financial Experience 2006 - 2006
Job Project/Program Manager Cognizant Technology Services
Industry Information Technology and Services
Experience
NTT DATA Inc. February 2013 - September 2013
Kforce Inc. August 2010 - June 2012
ME Financial Services April 2009 - June 2010
AEP (American Electric Power) October 2007 - December 2008
Spectrum Global Fund Administration 2007 - 2007
Meeder Financial 2006 - 2006
Citi 2005 - 2005
HSBC September 2003 - May 2004
Radio Shack 1997 - 2001
Skills
Program Management, Vendor Management, Agile, SharePoint, Team Leadership, Visio, Process Improvement, Change Management, MS Project, Requirements Analysis, Integration, E-commerce, Strategic Planning, Software Project..., SDLC, Business Analysis, Project Planning, Customer Relations, Risk Management, SQL, Technical Writing, Mentoring, Software Development, XML, SAP Business Object, Crystal Reports, Cloud Computing, Project Management, Agile Methodologies, Business Objects, Customer Service, Quality Assurance, ITIL, Analysis, Business Intelligence, User Acceptance Testing, Requirements Gathering, Business Process..., Management, Business Process, Project Portfolio..., PMP, IT Strategy, PMO, CRM, Software Documentation, Agile Project Management
Education
New York Institute of Technology-Old Westbury 2002 — 2003
MBA, Management
University of Texas at Tyler 1993 — 1993
NA, Computer Science and GIS
Northern Illinois University 1987 — 1992
BS, Economics
NTT DATA Inc. February 2013 - September 2013
Kforce Inc. August 2010 - June 2012
ME Financial Services April 2009 - June 2010
AEP (American Electric Power) October 2007 - December 2008
Spectrum Global Fund Administration 2007 - 2007
Meeder Financial 2006 - 2006
Citi 2005 - 2005
HSBC September 2003 - May 2004
Radio Shack 1997 - 2001
Skills
Program Management, Vendor Management, Agile, SharePoint, Team Leadership, Visio, Process Improvement, Change Management, MS Project, Requirements Analysis, Integration, E-commerce, Strategic Planning, Software Project..., SDLC, Business Analysis, Project Planning, Customer Relations, Risk Management, SQL, Technical Writing, Mentoring, Software Development, XML, SAP Business Object, Crystal Reports, Cloud Computing, Project Management, Agile Methodologies, Business Objects, Customer Service, Quality Assurance, ITIL, Analysis, Business Intelligence, User Acceptance Testing, Requirements Gathering, Business Process..., Management, Business Process, Project Portfolio..., PMP, IT Strategy, PMO, CRM, Software Documentation, Agile Project Management
Education
New York Institute of Technology-Old Westbury 2002 — 2003
MBA, Management
University of Texas at Tyler 1993 — 1993
NA, Computer Science and GIS
Northern Illinois University 1987 — 1992
BS, Economics
J. Ryan Chambers, CFP® J. Ryan Chambers, CFP®'s Meeder Financial Experience May 2009 - July 2010
Job Associate Financial Advisor at Hamilton Capital Management
Industry Financial Services
Experience
Hamilton Capital Management July 2015 - Present
Nationwide Financial (NSLLC) April 2014 - July 2015
Gerber, LLC March 2011 - April 2014
Kensington Wealth Partners Ltd. July 2010 - February 2011
Meeder Financial May 2009 - July 2010
Skills
Investments, Portfolio Management, Retirement Planning, College Education..., Life Insurance, Variable Annuities, Wealth Management, Financial Services, Estate Planning, Personal Tax Planning, Qualified Retirement..., Mutual Funds
Education
The Ohio State University 2009 — 2009
CERTIFIED FINANCIAL PLANNER™
Xavier University 2001 — 2005
Bachelor's Degree, Finance
Hamilton Capital Management July 2015 - Present
Nationwide Financial (NSLLC) April 2014 - July 2015
Gerber, LLC March 2011 - April 2014
Kensington Wealth Partners Ltd. July 2010 - February 2011
Meeder Financial May 2009 - July 2010
Skills
Investments, Portfolio Management, Retirement Planning, College Education..., Life Insurance, Variable Annuities, Wealth Management, Financial Services, Estate Planning, Personal Tax Planning, Qualified Retirement..., Mutual Funds
Education
The Ohio State University 2009 — 2009
CERTIFIED FINANCIAL PLANNER™
Xavier University 2001 — 2005
Bachelor's Degree, Finance
Jeff Grogan Jeff Grogan's Meeder Financial Experience July 2012 - January 2014
Job JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase July 2014 - Present
Meeder Investment Management January 2014 - July 2014
Meeder Financial July 2012 - January 2014
Citi 2012 - 2012
Education
Clemson University 2004 — 2008
Bachelor of Science (BS), Financial Management
JPMorgan Chase July 2014 - Present
Meeder Investment Management January 2014 - July 2014
Meeder Financial July 2012 - January 2014
Citi 2012 - 2012
Education
Clemson University 2004 — 2008
Bachelor of Science (BS), Financial Management
Samuel B. Howlett, CTP Samuel B. Howlett, CTP's Meeder Financial Experience April 2002 - June 2003
Job Vice President National Healthcare Team
Industry Banking
Experience
US Bank May 2012 - Present
Fifth Third Bank April 2005 - May 2012
JP Morgan Chase June 2003 - April 2005
Meeder Financial April 2002 - June 2003
Nationwide Childrens Hospital September 1997 - December 2000
USMC 1990 - 1994
Skills
Cash Management, Banking, Treasury Management, Commercial Banking, ACH, Accounts Payable, Accounts Receivable, Commercial Lending, General Ledger, Internal Controls, Cash
Education
The Ohio State University Fisher College of Business
BSBA, Finance
US Bank May 2012 - Present
Fifth Third Bank April 2005 - May 2012
JP Morgan Chase June 2003 - April 2005
Meeder Financial April 2002 - June 2003
Nationwide Childrens Hospital September 1997 - December 2000
USMC 1990 - 1994
Skills
Cash Management, Banking, Treasury Management, Commercial Banking, ACH, Accounts Payable, Accounts Receivable, Commercial Lending, General Ledger, Internal Controls, Cash
Education
The Ohio State University Fisher College of Business
BSBA, Finance
Terry Driscoll's Meeder Financial Experience July 2007 - October 2008
Job Senior Software Developer at Attorney General's Office
Industry Information Technology and Services
Experience
Meeder Financial July 2007 - October 2008
Fujitsu Computer Consulting Services April 2003 - July 2007
Bisys Fund Services/Citi Group September 1998 - April 2003
Bisys Fund Services 1998 - 2003
Bank One Corporation October 1996 - September 1998
Education
Franklin University 1985 — 1987
BSCS, Software Design, Operating Systems, Graphic Design
Franklin University 1982 — 1985
BSEE, Computer Engineering, Robotics Micro Control Systems
Meeder Financial July 2007 - October 2008
Fujitsu Computer Consulting Services April 2003 - July 2007
Bisys Fund Services/Citi Group September 1998 - April 2003
Bisys Fund Services 1998 - 2003
Bank One Corporation October 1996 - September 1998
Education
Franklin University 1985 — 1987
BSCS, Software Design, Operating Systems, Graphic Design
Franklin University 1982 — 1985
BSEE, Computer Engineering, Robotics Micro Control Systems
Kurt Isaly's Meeder Financial Experience July 2007 - October 2008
Job
Industry Banking
Experience
Bond Street Group, LLC @ Morgan Stanley November 2014 - February 2015
Heitmeyer Consulting April 2014 - November 2014
Chase Home Finance November 2010 - February 2014
Huntington Investment Company February 2010 - September 2010
Meeder Financial July 2007 - October 2008
BISYS Fund Services November 2001 - July 2007
The One Group Mutual Funds October 1999 - November 2001
Banc One Securities Corporation May 1995 - September 1999
National Deferred Compensation October 1994 - May 1995
The Ohio Company June 1991 - October 1994
Skills
DTC, Envision, Executive Management, Customer Relations, Banking, Investments, Compliance, Access, Outlook, Asset Management, Problem Solving, Strategic Planning, Vendor Management, Mutual Funds, Budgeting, Business Analysis, Excel, Process Improvement, Word, Insurance, Microsoft Office, Team Building, Operations Management, Supervisory Skills, Analysis, Product Management, Mergers, Asset Managment, Customer Service, Disaster Recovery, Microsoft Excel, Microsoft Word, Mortgage Lending, Mortgage Banking, Financial Services, Securities, Risk Management, Financial Analysis, Coaching, Finance, Project Management, Consumer Lending, Loans, Strategic Financial..., Series 6, Credit Analysis, Loan Origination, Residential Mortgages, Refinance, Call Centers
Education
Franklin University 1992 — 1993
BS
The Ohio State University 1986 — 1988
Bond Street Group, LLC @ Morgan Stanley November 2014 - February 2015
Heitmeyer Consulting April 2014 - November 2014
Chase Home Finance November 2010 - February 2014
Huntington Investment Company February 2010 - September 2010
Meeder Financial July 2007 - October 2008
BISYS Fund Services November 2001 - July 2007
The One Group Mutual Funds October 1999 - November 2001
Banc One Securities Corporation May 1995 - September 1999
National Deferred Compensation October 1994 - May 1995
The Ohio Company June 1991 - October 1994
Skills
DTC, Envision, Executive Management, Customer Relations, Banking, Investments, Compliance, Access, Outlook, Asset Management, Problem Solving, Strategic Planning, Vendor Management, Mutual Funds, Budgeting, Business Analysis, Excel, Process Improvement, Word, Insurance, Microsoft Office, Team Building, Operations Management, Supervisory Skills, Analysis, Product Management, Mergers, Asset Managment, Customer Service, Disaster Recovery, Microsoft Excel, Microsoft Word, Mortgage Lending, Mortgage Banking, Financial Services, Securities, Risk Management, Financial Analysis, Coaching, Finance, Project Management, Consumer Lending, Loans, Strategic Financial..., Series 6, Credit Analysis, Loan Origination, Residential Mortgages, Refinance, Call Centers
Education
Franklin University 1992 — 1993
BS
The Ohio State University 1986 — 1988
Jamie Nicholls's Meeder Financial Experience January 2006 - June 2007
Job IT Contractor Application Developer and Project Manager
Industry Financial Services
Experience
Citi January 2014 - Present
Alphametrix360 LLC June 2007 - November 2013
CheckFree Investment Services 2007 - 2013
Meeder Financial January 2006 - June 2007
BISYS February 2005 - January 2006
Skills
Mutual Funds, Investments, Project Management, Portfolio Management, Accounting, Account Reconciliation, Trading, Valuation, Hedge Funds, Training, Securities, Auditing, Banking, Equities, Fixed Income, Alternative Investments, Derivatives
Education
The Ohio State University 1998 — 2004
BS
Citi January 2014 - Present
Alphametrix360 LLC June 2007 - November 2013
CheckFree Investment Services 2007 - 2013
Meeder Financial January 2006 - June 2007
BISYS February 2005 - January 2006
Skills
Mutual Funds, Investments, Project Management, Portfolio Management, Accounting, Account Reconciliation, Trading, Valuation, Hedge Funds, Training, Securities, Auditing, Banking, Equities, Fixed Income, Alternative Investments, Derivatives
Education
The Ohio State University 1998 — 2004
BS
Ryan Downing's Meeder Financial Experience April 2002 - November 2002
Job Sr. Procurement Analyst at Kraft Foods Group, Inc. (thru Axelon)
Industry Financial Services
Experience
Kraft Foods Group November 2014 - Present
Glunz Imports July 2014 - Present
Kraft Foods Group May 2014 - November 2014
Hilton Worldwide March 2011 - August 2013
Solo Cup Company June 2010 - March 2011
Dow Chemical August 2008 - May 2009
Chipotle Mexican Grill, Inc. July 2006 - January 2007
M/I Homes May 2003 - July 2006
Tailored Management March 2003 - May 2003
Meeder Financial April 2002 - November 2002
Skills
Accounting, Microsoft Excel, Microsoft Access, Account Reconciliation, Reporting & Analysis, Risk Analysis, Procedure Review, Purchasing, Inventory Management, Management, Analysis, Finance, Auditing
Education
The Ohio State University - The Max M. Fisher College of Business 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Kraft Foods Group November 2014 - Present
Glunz Imports July 2014 - Present
Kraft Foods Group May 2014 - November 2014
Hilton Worldwide March 2011 - August 2013
Solo Cup Company June 2010 - March 2011
Dow Chemical August 2008 - May 2009
Chipotle Mexican Grill, Inc. July 2006 - January 2007
M/I Homes May 2003 - July 2006
Tailored Management March 2003 - May 2003
Meeder Financial April 2002 - November 2002
Skills
Accounting, Microsoft Excel, Microsoft Access, Account Reconciliation, Reporting & Analysis, Risk Analysis, Procedure Review, Purchasing, Inventory Management, Management, Analysis, Finance, Auditing
Education
The Ohio State University - The Max M. Fisher College of Business 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Jason Workman's Meeder Financial Experience November 2003 - August 2006
Job IT Risk Management Specialist at Nationwide Insurance
Industry Information Technology and Services
Experience
Nationwide Insurance September 2014 - Present
Nationwide Insurance May 2013 - September 2014
Nationwide Insurance April 2012 - May 2013
Nationwide Insurance April 2007 - May 2012
Nationwide April 2007 - March 2008
Sterling Commerce August 2006 - April 2007
Meeder Financial November 2003 - August 2006
Meeder Financial 2003 - 2006
Skills
Troubleshooting, Software Documentation, Networking, Hardware, SharePoint, Testing, Access, Crystal Reports, Analysis, Project Management, Business Analysis, HTML, Visio, Unix, Databases, Infrastructure Security, Enterprise IT..., Web Analytics, Linux, Windows, Sterling Integrator, Tealeaf, SQL, Training, Security Analysis, Data Warehousing, Information Technology, Business Intelligence
Education
Franklin University
Master of Business Administration (M.B.A.)
Franklin University 2003 — 2005
Bachelor's of Science Degree, Information Technology
Clark State Community College
A.A.B, Business Administration and Network Administration
Nationwide Insurance September 2014 - Present
Nationwide Insurance May 2013 - September 2014
Nationwide Insurance April 2012 - May 2013
Nationwide Insurance April 2007 - May 2012
Nationwide April 2007 - March 2008
Sterling Commerce August 2006 - April 2007
Meeder Financial November 2003 - August 2006
Meeder Financial 2003 - 2006
Skills
Troubleshooting, Software Documentation, Networking, Hardware, SharePoint, Testing, Access, Crystal Reports, Analysis, Project Management, Business Analysis, HTML, Visio, Unix, Databases, Infrastructure Security, Enterprise IT..., Web Analytics, Linux, Windows, Sterling Integrator, Tealeaf, SQL, Training, Security Analysis, Data Warehousing, Information Technology, Business Intelligence
Education
Franklin University
Master of Business Administration (M.B.A.)
Franklin University 2003 — 2005
Bachelor's of Science Degree, Information Technology
Clark State Community College
A.A.B, Business Administration and Network Administration
Lisa (Sparks) Fountain's Meeder Financial Experience December 1998 - April 2009
Job Accountant at Mount Carmel Health System
Industry Accounting
Experience
Mount Carmel Health System April 2009 - Present
Meeder Financial December 1998 - April 2009
Education
The Ohio State University 1994 — 1998
Mount Carmel Health System April 2009 - Present
Meeder Financial December 1998 - April 2009
Education
The Ohio State University 1994 — 1998
Gavin D'Souza's Meeder Financial Experience January 1999 - March 2002
Job Portfolio Manager at Advanced Asset Management Advisors
Industry Investment Management
Experience
Advanced Asset Management Advisors November 2006 - Present
Advanced Asset Management Advisors March 2002 - November 2006
Meeder Financial January 1999 - March 2002
Meeder Financial May 1997 - January 1999
Skills
Asset Management, Mutual Funds, Portfolio Management, Alternative Investments, Investments, Investment Strategies, Equities, Investment Advisory, Asset Allocation, Wealth Management, Equity Research, Fixed Income, Securities
Education
The Ohio State University - The Max M. Fisher College of Business 1993 — 1996
BS, Accounting
Miami University 1992 — 1993
Advanced Asset Management Advisors November 2006 - Present
Advanced Asset Management Advisors March 2002 - November 2006
Meeder Financial January 1999 - March 2002
Meeder Financial May 1997 - January 1999
Skills
Asset Management, Mutual Funds, Portfolio Management, Alternative Investments, Investments, Investment Strategies, Equities, Investment Advisory, Asset Allocation, Wealth Management, Equity Research, Fixed Income, Securities
Education
The Ohio State University - The Max M. Fisher College of Business 1993 — 1996
BS, Accounting
Miami University 1992 — 1993
Shivam Amin's Meeder Financial Experience July 2008 - Present
Job Fund Accountant at Meeder Financial
Industry Accounting
Experience
Meeder Financial July 2008 - Present
Citi June 2007 - June 2008
Skills
Mutual Funds, Asset Management, Investments, Budgeting, 401k, Budgets, Accounting, Financial Analysis, Financial Statements, Microsoft Excel, Data Analysis, Finance, Investment Management, Financial Reporting, Financial Modeling, Insurance
Education
The Ohio State University 2003 — 2007
Meeder Financial July 2008 - Present
Citi June 2007 - June 2008
Skills
Mutual Funds, Asset Management, Investments, Budgeting, 401k, Budgets, Accounting, Financial Analysis, Financial Statements, Microsoft Excel, Data Analysis, Finance, Investment Management, Financial Reporting, Financial Modeling, Insurance
Education
The Ohio State University 2003 — 2007
Josh Henry's Meeder Financial Experience February 2007 - June 2007
Job Sr. Relationship Manager at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services March 2015 - Present
Nationwide Financial October 2013 - March 2015
Huntington National Bank July 2012 - September 2013
OneAmerica Retirement Services July 2007 - November 2010
Meeder Financial February 2007 - June 2007
Morgan Keegan Trust June 2005 - December 2006
OPERS April 2002 - June 2005
Nationwide Financial January 2000 - April 2002
Skills
Mutual Funds, Investments, Retirement Planning, 401k, Retirement, Asset Allocation, Asset Managment, Series 6, Fixed Annuities, Series 63, Employee Benefits, Pensions, Financial Services, Relationship Management, Defined Contribution, FINRA, Defined Benefit, Securities, Retirement Plan..., Portfolio Management, Investment Management, Banking, Sales
Education
Ohio Dominican University 2003 — 2005
MBA, Finance, 3.48
Franklin University 2000 — 2003
Bachelor of Science, Finance, 3.53
Ohio University 1993 — 1995
Banking, Corporate, Finance, and Securities Law, 3.62
Gahanna Lincoln 1989 — 1993
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.32
Ohio National Financial Services March 2015 - Present
Nationwide Financial October 2013 - March 2015
Huntington National Bank July 2012 - September 2013
OneAmerica Retirement Services July 2007 - November 2010
Meeder Financial February 2007 - June 2007
Morgan Keegan Trust June 2005 - December 2006
OPERS April 2002 - June 2005
Nationwide Financial January 2000 - April 2002
Skills
Mutual Funds, Investments, Retirement Planning, 401k, Retirement, Asset Allocation, Asset Managment, Series 6, Fixed Annuities, Series 63, Employee Benefits, Pensions, Financial Services, Relationship Management, Defined Contribution, FINRA, Defined Benefit, Securities, Retirement Plan..., Portfolio Management, Investment Management, Banking, Sales
Education
Ohio Dominican University 2003 — 2005
MBA, Finance, 3.48
Franklin University 2000 — 2003
Bachelor of Science, Finance, 3.53
Ohio University 1993 — 1995
Banking, Corporate, Finance, and Securities Law, 3.62
Gahanna Lincoln 1989 — 1993
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.32
Brad Drake's Meeder Financial Experience 2001 - 2003
Job Director, Supervision and Registration at Foreside Financial Group, LLC
Industry Financial Services
Experience
Foreside Financial Group, LLC July 2015 - Present
Foreside Financial Group, LLC September 2013 - July 2015
Foreside Financial Group, LLC April 2007 - September 2013
Nationwide Financial Network 2003 - 2006
Meeder Financial 2001 - 2003
Nationwide Financial 1999 - 2001
Skills
FINRA, Financial Services, Series 7, Mutual Funds
Education
Tiffin University 1995 — 1999
BBA, Finance
Fremont Ross
Foreside Financial Group, LLC July 2015 - Present
Foreside Financial Group, LLC September 2013 - July 2015
Foreside Financial Group, LLC April 2007 - September 2013
Nationwide Financial Network 2003 - 2006
Meeder Financial 2001 - 2003
Nationwide Financial 1999 - 2001
Skills
FINRA, Financial Services, Series 7, Mutual Funds
Education
Tiffin University 1995 — 1999
BBA, Finance
Fremont Ross
Dennis Minzler's Meeder Financial Experience 2001 - 2003
Job Vice President Operations
Industry Medical Practice
Experience
Nationwide Childrens Hospital July 2015 - Present
Nationwide Childrens Hospital 2007 - July 2015
Nationwide Childrens Hospital 2004 - 2007
Nationwide Childrens Hospital 2002 - 2004
Meeder Financial 2001 - 2003
Skills
Leadership, Healthcare Information..., Healthcare, Hospitals, Healthcare Management, EMR, Clinical Research, Strategic Planning, Process Improvement, Management, HIPAA, EHR
Education
Franklin University 2003 — 2005
Master of Business Administration (M.B.A.)
Malone University 1999 — 2001
Bachelor of Arts (B.A.), Business Administration and Management, General
Community College of the Air Force 1992 — 1994
Associate's Degree, Clinical Laboratory Science/Medical Technology/Technologist
Nationwide Childrens Hospital July 2015 - Present
Nationwide Childrens Hospital 2007 - July 2015
Nationwide Childrens Hospital 2004 - 2007
Nationwide Childrens Hospital 2002 - 2004
Meeder Financial 2001 - 2003
Skills
Leadership, Healthcare Information..., Healthcare, Hospitals, Healthcare Management, EMR, Clinical Research, Strategic Planning, Process Improvement, Management, HIPAA, EHR
Education
Franklin University 2003 — 2005
Master of Business Administration (M.B.A.)
Malone University 1999 — 2001
Bachelor of Arts (B.A.), Business Administration and Management, General
Community College of the Air Force 1992 — 1994
Associate's Degree, Clinical Laboratory Science/Medical Technology/Technologist
Kevin Kranz's Meeder Financial Experience 2002 - 2005
Job Business Analyst
Industry Government Administration
Experience
Ohio Public Employees Retirement System March 2009 - Present
Red Capital Group November 2005 - March 2009
Meeder Financial 2002 - 2005
Skills
Financial Modeling, Coaching, Requirements Gathering, Asset Managment
Education
Saint Charles Preparatory
The Ohio State University Fisher College of Business
BA, Finance
Ohio Public Employees Retirement System March 2009 - Present
Red Capital Group November 2005 - March 2009
Meeder Financial 2002 - 2005
Skills
Financial Modeling, Coaching, Requirements Gathering, Asset Managment
Education
Saint Charles Preparatory
The Ohio State University Fisher College of Business
BA, Finance
J. Rosenbusch's Meeder Financial Experience May 1998 - January 2000
Job Principal, Ohio Apartment Group
Industry Real Estate
Experience
The Ohio Apartment Group May 2008 - Present
Colliers-International August 2012 - May 2015
Marcus & Millichap January 2000 - August 2012
Meeder Financial May 1998 - January 2000
Skills
Real Estate, Brokerage, Real Estate Economics, Real Estate Development, Investment Properties, Property Management, Real Estate Transactions, Investments, Dispositions, Commercial Real Estate
Education
The Ohio State University 1989 — 1995
B.S., Sustainable Resource Management, Minor in Economics
The Ohio Apartment Group May 2008 - Present
Colliers-International August 2012 - May 2015
Marcus & Millichap January 2000 - August 2012
Meeder Financial May 1998 - January 2000
Skills
Real Estate, Brokerage, Real Estate Economics, Real Estate Development, Investment Properties, Property Management, Real Estate Transactions, Investments, Dispositions, Commercial Real Estate
Education
The Ohio State University 1989 — 1995
B.S., Sustainable Resource Management, Minor in Economics
Clinton Brewer, CFA's Meeder Financial Experience June 2008 - Present
Job Portfolio Manager at Meeder Financial
Industry Investment Management
Experience
Meeder Financial June 2008 - Present
FTN Midwest Securities 2007 - 2008
KeyBanc Capital Markets 2006 - 2007
FTN Midwest Securities 2004 - 2006
Skills
Equity Research, Equities, Investments, Valuation, Equity Valuation, Portfolio Management, Financial Modeling, Bloomberg, Asset Managment, Securities, Mutual Funds, Investment Advisory, Due Diligence, Financial Analysis, Investment Strategies, Asset Management
Education
Weatherhead School of Management at Case Western Reserve University 2007 — 2009
MBA, Banking & Finance
Miami University
B.S., Finance
Meeder Financial June 2008 - Present
FTN Midwest Securities 2007 - 2008
KeyBanc Capital Markets 2006 - 2007
FTN Midwest Securities 2004 - 2006
Skills
Equity Research, Equities, Investments, Valuation, Equity Valuation, Portfolio Management, Financial Modeling, Bloomberg, Asset Managment, Securities, Mutual Funds, Investment Advisory, Due Diligence, Financial Analysis, Investment Strategies, Asset Management
Education
Weatherhead School of Management at Case Western Reserve University 2007 — 2009
MBA, Banking & Finance
Miami University
B.S., Finance
Matt Dymerski's Meeder Financial Experience June 2010 - March 2012
Job Publisher
Industry Online Media
Experience
Proximate Publishing LLC March 2012 - Present
Meeder Financial June 2010 - March 2012
SMD Wynne Medical supplies distributor November 2010 - December 2010
UBS Financial June 2009 - August 2009
Caster Ventures June 2008 - August 2008
Mosaic Design Studio, Inc. 2007 - 2007
Skills
Analysis, Strategy, Marketing, Product Management, Business Development, CMS, Project Management, Sales, Product Development, Marketing Analytics, Omniture, Multivariate Testing, MSN AdCenter, Strategic Planning, Budgets
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2010
Master of Business Administration, Marketing and Logistics, Strategy
The Ohio State University, College of Social and Behavioral Sciences 2005 — 2008
Bachelor of Arts, Economics
Carnegie Mellon University 2003 — 2005
Computer Science
Proximate Publishing LLC March 2012 - Present
Meeder Financial June 2010 - March 2012
SMD Wynne Medical supplies distributor November 2010 - December 2010
UBS Financial June 2009 - August 2009
Caster Ventures June 2008 - August 2008
Mosaic Design Studio, Inc. 2007 - 2007
Skills
Analysis, Strategy, Marketing, Product Management, Business Development, CMS, Project Management, Sales, Product Development, Marketing Analytics, Omniture, Multivariate Testing, MSN AdCenter, Strategic Planning, Budgets
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2010
Master of Business Administration, Marketing and Logistics, Strategy
The Ohio State University, College of Social and Behavioral Sciences 2005 — 2008
Bachelor of Arts, Economics
Carnegie Mellon University 2003 — 2005
Computer Science
Kelly Grawe's Meeder Financial Experience July 2000 - June 2001
Job Underwriter at State of Ohio
Industry Government Administration
Experience
State of Ohio February 2006 - Present
Compensation Consultants Inc. June 2001 - February 2006
Meeder Financial July 2000 - June 2001
Education
The Ohio State University 1998 — 2000
B.S. in Human Ecology, Family Financial Management
Eastern Michigan University 1994 — 1997
Business
State of Ohio February 2006 - Present
Compensation Consultants Inc. June 2001 - February 2006
Meeder Financial July 2000 - June 2001
Education
The Ohio State University 1998 — 2000
B.S. in Human Ecology, Family Financial Management
Eastern Michigan University 1994 — 1997
Business
Andrew Parolini's Meeder Financial Experience October 2009 - January 2010
Job Project Manager at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2014 - Present
Accenture September 2010 - May 2014
Copper Run Capital October 2009 - March 2010
Meeder Financial October 2009 - January 2010
Skills
Business Process..., Business Analysis, Business Process Design, Management Consulting, IT Consulting, Project Management, PMO Design, Financial Services, Banking, Asset Management, Capital Markets, Project Estimation, Requirements Management, Project Finance, PMO set-up, Financial Reporting, Securities Lending, Credit
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
Bachelor of Science, Business Administration, Finance, Marketing, Cum Laude
JPMorgan Chase & Co. May 2014 - Present
Accenture September 2010 - May 2014
Copper Run Capital October 2009 - March 2010
Meeder Financial October 2009 - January 2010
Skills
Business Process..., Business Analysis, Business Process Design, Management Consulting, IT Consulting, Project Management, PMO Design, Financial Services, Banking, Asset Management, Capital Markets, Project Estimation, Requirements Management, Project Finance, PMO set-up, Financial Reporting, Securities Lending, Credit
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
Bachelor of Science, Business Administration, Finance, Marketing, Cum Laude