Meeder Investment Management
Industry: Company
DescriptionFounded: 1974 Subsidiaries: Meeder Asset Management, Inc., Meeder Advisory Services, Inc, Productive Capital Management, Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportMeeder Investment ManagementWebsiteDirections Saved (0) Saved Save Investment service in Dublin, Ohio Address: 6125 Memorial Dr, Dublin, OH 43017 Hours: Closed ⋅ Opens 8:30AM Thu Wednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (614) 766-7000: Place name: Website: Category: : : : : : 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.
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Meeder Investment Management Employees
Employee
Years
Job
Industry
Daniel Hull, CFA, FRM Daniel Hull, CFA, FRM's Meeder Investment Management Experience August 2014 - July 2015
Job Investment Professional at Nationwide Insurance
Industry Investment Management
Experience
Nationwide Insurance July 2015 - Present
Meeder Investment Management August 2014 - July 2015
State Farm January 2010 - August 2014
General Web Technologies, LLC July 2007 - September 2009
State Farm May 2009 - July 2009
JumpStart Inc May 2008 - May 2009
Skills
Investments, Fixed Income, Financial Modeling, Financial Analysis, Microsoft Excel, Corporate Finance, Credit Analysis, Valuation, Wealth Management, Capital Markets, Economics, Investment Management, Fixed Income Analysis, Financial Markets, Finance, Mortgage-Backed..., Risk Management, S&P Capital IQ, Debt Private Placements, Corporate Bonds, Credit Unions, Life Insurance, Fixed Income Portfolio..., Financial Statement..., Government Bonds, SAS, Commercial Paper, Collateralized Mortgage..., VBA, Photography, Portfolio Management, Financial Risk..., BondEdge, VaR Analysis, Bloomberg Professional, Social Investments, Mututal Funds, Performance Attribution, Money Market Funds, Macroeconomics, Financial Econometrics, Statistical Data..., Stata, Yield Book, Mutual Funds, R
Education
Case Western Reserve University - Weatherhead School of Management 2008 — 2010
Master of Science, Finance
Case Western Reserve University 2005 — 2009
Bachelor of Arts, Economics with Minor in Finance
Westerville North High School 2001 — 2005
Nationwide Insurance July 2015 - Present
Meeder Investment Management August 2014 - July 2015
State Farm January 2010 - August 2014
General Web Technologies, LLC July 2007 - September 2009
State Farm May 2009 - July 2009
JumpStart Inc May 2008 - May 2009
Skills
Investments, Fixed Income, Financial Modeling, Financial Analysis, Microsoft Excel, Corporate Finance, Credit Analysis, Valuation, Wealth Management, Capital Markets, Economics, Investment Management, Fixed Income Analysis, Financial Markets, Finance, Mortgage-Backed..., Risk Management, S&P Capital IQ, Debt Private Placements, Corporate Bonds, Credit Unions, Life Insurance, Fixed Income Portfolio..., Financial Statement..., Government Bonds, SAS, Commercial Paper, Collateralized Mortgage..., VBA, Photography, Portfolio Management, Financial Risk..., BondEdge, VaR Analysis, Bloomberg Professional, Social Investments, Mututal Funds, Performance Attribution, Money Market Funds, Macroeconomics, Financial Econometrics, Statistical Data..., Stata, Yield Book, Mutual Funds, R
Education
Case Western Reserve University - Weatherhead School of Management 2008 — 2010
Master of Science, Finance
Case Western Reserve University 2005 — 2009
Bachelor of Arts, Economics with Minor in Finance
Westerville North High School 2001 — 2005
Jason Headings, CMT Jason Headings, CMT's Meeder Investment Management Experience February 2006 - Present
Job Vice President at Meeder Investment Management
Industry Investment Management
Experience
Meeder Investment Management February 2006 - Present
Skills
Mutual Funds, Bloomberg, Portfolio Management, Asset Managment, Investment Strategies, Investment Advisory, Equities, Asset Allocation, Securities, Equity Research, Fixed Income, Fixed Income Portfolio..., Fixed Income Strategies, Investment Management, Asset Management
Education
Miami University 2001 — 2005
BS, Finance, Marketing
Meeder Investment Management February 2006 - Present
Skills
Mutual Funds, Bloomberg, Portfolio Management, Asset Managment, Investment Strategies, Investment Advisory, Equities, Asset Allocation, Securities, Equity Research, Fixed Income, Fixed Income Portfolio..., Fixed Income Strategies, Investment Management, Asset Management
Education
Miami University 2001 — 2005
BS, Finance, Marketing
David Kaul, CIMA, AIF David Kaul, CIMA, AIF's Meeder Investment Management Experience November 2014 - Present
Job Regional Vice President at Meeder Investment Management
Industry Financial Services
Experience
Meeder Investment Management November 2014 - Present
Kaul Consulting, LLC 2007 - November 2014
Victory Capital 2006 - 2007
Forstmann-Leff Associates 2003 - 2005
Nicholas/Applegate 1997 - 2002
Skills
Mutual Funds, Alternative Investments, Managed Futures, Investments, Separately Managed...
Education
Colorado State University 1989 — 1993
Bachelor of Arts (B.A.)
Meeder Investment Management November 2014 - Present
Kaul Consulting, LLC 2007 - November 2014
Victory Capital 2006 - 2007
Forstmann-Leff Associates 2003 - 2005
Nicholas/Applegate 1997 - 2002
Skills
Mutual Funds, Alternative Investments, Managed Futures, Investments, Separately Managed...
Education
Colorado State University 1989 — 1993
Bachelor of Arts (B.A.)
Jamie Spenthoff's Meeder Investment Management Experience May 2015 - Present
Job Vice PresidentRetirement Plans
Industry Financial Services
Experience
Meeder Investment Management May 2015 - Present
Nationwide Financial November 2013 - April 2015
Nationwide Financial August 2010 - November 2013
Nationwide Financial January 2009 - August 2010
JRS APPRAISAL & CONSULTING SERVICES June 2003 - January 2009
Smith Barney June 2002 - January 2003
Chase Manhattan Mortgage Corp. January 2002 - June 2002
National City Bank January 1999 - January 2002
Skills
Portfolio Management, Retirement Planning, 401k, Analysis, Securities, Banking, Finance, Mutual Funds, Sales, Financial Advisory, Investments, FINRA, Series 63
Education
The Ohio State University 1999 — 2003
B.A., Economics
Meeder Investment Management May 2015 - Present
Nationwide Financial November 2013 - April 2015
Nationwide Financial August 2010 - November 2013
Nationwide Financial January 2009 - August 2010
JRS APPRAISAL & CONSULTING SERVICES June 2003 - January 2009
Smith Barney June 2002 - January 2003
Chase Manhattan Mortgage Corp. January 2002 - June 2002
National City Bank January 1999 - January 2002
Skills
Portfolio Management, Retirement Planning, 401k, Analysis, Securities, Banking, Finance, Mutual Funds, Sales, Financial Advisory, Investments, FINRA, Series 63
Education
The Ohio State University 1999 — 2003
B.A., Economics
Jason Ainsworth Jason Ainsworth's Meeder Investment Management Experience June 2015 - Present
Job Internal Sales Consultant at Meeder Investment Management
Industry Financial Services
Experience
Meeder Investment Management June 2015 - Present
Self-Employed June 2013 - May 2015
Tuttle Wealth Management September 2012 - June 2013
LPL Financial September 2007 - September 2010
The Mutual Fund Store July 2006 - September 2007
SCOTTRADE FINANCIAL October 2001 - July 2006
Skills
Wealth Management, Investments, Portfolio Management, Financial Advisory, Financial Services, ETFs, Strategic Financial..., Sales, Relationship Management, Investment Advisory, Business Development, Management, Marketing, Asset Allocation, Training, Alternative Investments, Investment Strategies, Series 65
Education
Bowling Green State University 1990 — 1994
Bachelor of Arts, Liberal Studies; Communications, English and Sociology
College for Financial Planning
Meeder Investment Management June 2015 - Present
Self-Employed June 2013 - May 2015
Tuttle Wealth Management September 2012 - June 2013
LPL Financial September 2007 - September 2010
The Mutual Fund Store July 2006 - September 2007
SCOTTRADE FINANCIAL October 2001 - July 2006
Skills
Wealth Management, Investments, Portfolio Management, Financial Advisory, Financial Services, ETFs, Strategic Financial..., Sales, Relationship Management, Investment Advisory, Business Development, Management, Marketing, Asset Allocation, Training, Alternative Investments, Investment Strategies, Series 65
Education
Bowling Green State University 1990 — 1994
Bachelor of Arts, Liberal Studies; Communications, English and Sociology
College for Financial Planning
Stan Bahorek Stan Bahorek's Meeder Investment Management Experience April 2014 - July 2014
Job Treasurer/CFO at Columbus City Schools
Industry Financial Services
Experience
Columbus City Schools August 2014 - Present
Meeder Investment Management April 2014 - July 2014
Meeder Investment Management October 2013 - April 2014
Productive Capital Management, Inc. December 2010 - October 2013
Productive Capital Management, Inc. (formerly Productive Portfolios, Inc.) May 2001 - December 2010
Worthington City Schools January 1991 - May 2001
Groveport Madison Local Schools April 1990 - December 1990
Ehrlich-Bober & Co., Inc. February 1988 - March 1990
Huntington National Bank July 1986 - February 1988
South-Western City Schools September 1980 - July 1986
Skills
Microsoft Office, Management, Business Management, Public Speaking, Analysis, Forecasting, Staff Supervision, Human-computer..., Excel, PowerPoint, Word, Desktop Systems, Public Sector, Policy, Contract Negotiation, Budgets, Microsoft Word, Leadership Development, Microsoft Excel, Team Building, Negotiation, Training, Financial Reporting, Accounting, Managerial Finance, Human Resources, Investments
Education
The Ohio State University 1983 — 1985
MBA, Finance, General
State University of New York at Buffalo 1975 — 1976
Organizational Behavior
Temple University 1974 — 1975
Organizational Behavior
The Ohio State University 1971 — 1974
BS, Marketing
Columbus City Schools August 2014 - Present
Meeder Investment Management April 2014 - July 2014
Meeder Investment Management October 2013 - April 2014
Productive Capital Management, Inc. December 2010 - October 2013
Productive Capital Management, Inc. (formerly Productive Portfolios, Inc.) May 2001 - December 2010
Worthington City Schools January 1991 - May 2001
Groveport Madison Local Schools April 1990 - December 1990
Ehrlich-Bober & Co., Inc. February 1988 - March 1990
Huntington National Bank July 1986 - February 1988
South-Western City Schools September 1980 - July 1986
Skills
Microsoft Office, Management, Business Management, Public Speaking, Analysis, Forecasting, Staff Supervision, Human-computer..., Excel, PowerPoint, Word, Desktop Systems, Public Sector, Policy, Contract Negotiation, Budgets, Microsoft Word, Leadership Development, Microsoft Excel, Team Building, Negotiation, Training, Financial Reporting, Accounting, Managerial Finance, Human Resources, Investments
Education
The Ohio State University 1983 — 1985
MBA, Finance, General
State University of New York at Buffalo 1975 — 1976
Organizational Behavior
Temple University 1974 — 1975
Organizational Behavior
The Ohio State University 1971 — 1974
BS, Marketing
LouAnn White LouAnn White's Meeder Investment Management Experience 2012 - Present
Job Associate Manager /Client Services Supervisor at Meeder Investment Management
Industry Financial Services
Experience
Meeder Investment Management 2012 - Present
Meeder Investment Management 2010 - 2012
Skills
Mutual Funds, Financial Services, Process Improvement, 401k, Call Centers, Customer Service, Business Analysis, Investments, Banking, Microsoft Excel, Securities
Education
Franklin University 2009 — 2010
Bachelor of Business Administration (B.B.A.)
FINRA Series 6 License
Meeder Investment Management 2012 - Present
Meeder Investment Management 2010 - 2012
Skills
Mutual Funds, Financial Services, Process Improvement, 401k, Call Centers, Customer Service, Business Analysis, Investments, Banking, Microsoft Excel, Securities
Education
Franklin University 2009 — 2010
Bachelor of Business Administration (B.B.A.)
FINRA Series 6 License
Jason Roberts CLU, ChFC Jason Roberts CLU, ChFC's Meeder Investment Management Experience 2014 - Present
Job Territory Sales Consultant at Meeder Investment Management
Industry Financial Services
Experience
Meeder Investment Management 2014 - Present
Capitas Financial 2012 - 2013
Nationwide Financial 2010 - 2012
Huntington National Bank 2009 - 2010
Citi 2005 - 2007
Nationwide Financial 2003 - 2005
Skills
Series 7, Series 6, Series 63, Life Insurance, Insurance, Variable Life, Mutual Funds, Investments, Retirement Planning, Wealth Management, Pensions, 401k, Estate Planning, Executive Benefit..., Buy-sell Agreements, Health Insurance, Variable Annuities, Indexed Annuities, Wholesale, Strategic Financial..., Sales Management, Team Management, Territory...
Education
The American College 2012 — 2012
CLU, Chartered Life Underwriter
The American College 2012 — 2012
ChFC, Chartered Financial Consultant
Columbus State
Associate of Arts
Meeder Investment Management 2014 - Present
Capitas Financial 2012 - 2013
Nationwide Financial 2010 - 2012
Huntington National Bank 2009 - 2010
Citi 2005 - 2007
Nationwide Financial 2003 - 2005
Skills
Series 7, Series 6, Series 63, Life Insurance, Insurance, Variable Life, Mutual Funds, Investments, Retirement Planning, Wealth Management, Pensions, 401k, Estate Planning, Executive Benefit..., Buy-sell Agreements, Health Insurance, Variable Annuities, Indexed Annuities, Wholesale, Strategic Financial..., Sales Management, Team Management, Territory...
Education
The American College 2012 — 2012
CLU, Chartered Life Underwriter
The American College 2012 — 2012
ChFC, Chartered Financial Consultant
Columbus State
Associate of Arts
Christopher Bright's Meeder Investment Management Experience July 2015 - Present
Job Licensed Personal Banker and Investment Representative
Industry Financial Services
Experience
Meeder Investment Management July 2015 - Present
Fifth Third Securities June 2012 - July 2015
McCloy Financial Services January 2010 - June 2012
UBS Wealth Management August 2009 - January 2010
Skills
Strategic Financial..., Retirement Planning, Fixed Annuities, Investments, Wealth Management, Portfolio Management, Insurance, Financial Analysis, Finance, Business Planning, Financial Services, Retirement, Life Insurance, Disability Insurance, Financial Planners, Risk Management, Health Insurance, Strategic Planning, New Business Development, Banking, Securities, Financial Advisory, Loans, Mortgage Lending, Analysis, Employee Benefits, Asset Allocation
Education
Ohio University 2012 — 2016
Master's degree, Economics
The Ohio State University 2006 — 2010
Bachelors, Double Major in Economics and Communications
University of Salamanca, Spain
Languages and Business
Meeder Investment Management July 2015 - Present
Fifth Third Securities June 2012 - July 2015
McCloy Financial Services January 2010 - June 2012
UBS Wealth Management August 2009 - January 2010
Skills
Strategic Financial..., Retirement Planning, Fixed Annuities, Investments, Wealth Management, Portfolio Management, Insurance, Financial Analysis, Finance, Business Planning, Financial Services, Retirement, Life Insurance, Disability Insurance, Financial Planners, Risk Management, Health Insurance, Strategic Planning, New Business Development, Banking, Securities, Financial Advisory, Loans, Mortgage Lending, Analysis, Employee Benefits, Asset Allocation
Education
Ohio University 2012 — 2016
Master's degree, Economics
The Ohio State University 2006 — 2010
Bachelors, Double Major in Economics and Communications
University of Salamanca, Spain
Languages and Business
Justin Dumke Justin Dumke's Meeder Investment Management Experience February 2014 - Present
Job Assistant COO, Director of Operations and Compliance at Meeder Investment Management
Industry Financial Services
Experience
Meeder Investment Management February 2014 - Present
Huntington National Bank February 2007 - September 2013
Rust Consulting January 2005 - February 2006
US Bank 1999 - 2005
Skills
Portfolio Management, Strategic Planning, Asset Management, Financial Analysis, Vendor Management, Business Analysis, Marketing Strategy, Banking, Asset Managment, Process Improvement, Customer Relations, Team Building, New Business Development, Budgeting, Negotiation, Sales Management, Contract Negotiations, Contract Negotiation, Management Consulting, Customer Service, Mutual Funds, Investments, Leadership, Risk Management, Securities, Finance, Management, Strategy, Financial Services, Business Development, Equities, Alternative Investments
Education
University of Minnesota Duluth 1994 — 1999
BA, Finance
Meeder Investment Management February 2014 - Present
Huntington National Bank February 2007 - September 2013
Rust Consulting January 2005 - February 2006
US Bank 1999 - 2005
Skills
Portfolio Management, Strategic Planning, Asset Management, Financial Analysis, Vendor Management, Business Analysis, Marketing Strategy, Banking, Asset Managment, Process Improvement, Customer Relations, Team Building, New Business Development, Budgeting, Negotiation, Sales Management, Contract Negotiations, Contract Negotiation, Management Consulting, Customer Service, Mutual Funds, Investments, Leadership, Risk Management, Securities, Finance, Management, Strategy, Financial Services, Business Development, Equities, Alternative Investments
Education
University of Minnesota Duluth 1994 — 1999
BA, Finance
Daniel Messmer Daniel Messmer's Meeder Investment Management Experience January 2015 - Present
Job Regional Investment Consultant at Meeder Investment Management
Industry Financial Services
Experience
Meeder Investment Management January 2015 - Present
Meeder Investment Management January 2014 - December 2014
Meeder Investment Management March 2013 - December 2013
Liberty Mutual Insurance June 2012 - March 2013
Skills
Sales, Customer Satisfaction, Cold Calling, Customer Service, Marketing, Microsoft Office, PowerPoint, Sales Management, Leadership, Microsoft Excel, Networking, Selling, Account Management
Education
Ohio University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Marketing, Sales
Meeder Investment Management January 2015 - Present
Meeder Investment Management January 2014 - December 2014
Meeder Investment Management March 2013 - December 2013
Liberty Mutual Insurance June 2012 - March 2013
Skills
Sales, Customer Satisfaction, Cold Calling, Customer Service, Marketing, Microsoft Office, PowerPoint, Sales Management, Leadership, Microsoft Excel, Networking, Selling, Account Management
Education
Ohio University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Marketing, Sales
Ashley Lothes's Meeder Investment Management Experience August 2012 - Present
Job Contractor: Marketing and Graphic Design
Industry Financial Services
Experience
Meeder Investment Management August 2012 - Present
Battelle October 2007 - June 2012
Olentangy Local Schools June 2005 - August 2007
Skills
Adobe Creative Suite, Graphic Design, Illustrator, InDesign, Layout, Concept Development, Logo Design, Typography, Web Design, Graphics, Photoshop, Illustration, Brochures, Corporate Identity
Education
Ohio University 2003 — 2007
Bachelor of Science (B.S.), Design and Visual Communications, General
Meeder Investment Management August 2012 - Present
Battelle October 2007 - June 2012
Olentangy Local Schools June 2005 - August 2007
Skills
Adobe Creative Suite, Graphic Design, Illustrator, InDesign, Layout, Concept Development, Logo Design, Typography, Web Design, Graphics, Photoshop, Illustration, Brochures, Corporate Identity
Education
Ohio University 2003 — 2007
Bachelor of Science (B.S.), Design and Visual Communications, General
Merrilyn Goodman Merrilyn Goodman's Meeder Investment Management Experience October 2014 - Present
Job Operations Specialist
Industry Security and Investigations
Experience
Meeder Investment Management October 2014 - Present
Citi May 2011 - August 2012
Citi September 2008 - May 2011
Citi May 2007 - September 2008
BISYS Fund Services 2001 - 2007
Skills
Program Management, Risk Management, Process Improvement, Customer Service, Team Building, Microsoft Office, Leadership, Access, Financial Analysis, Banking, Financial Reporting, Policy, Accounting, Budgets, Mutual Funds, Securities, Equities
Education
DeVry University-Ohio 1994 — 1999
Accounting
Meeder Investment Management October 2014 - Present
Citi May 2011 - August 2012
Citi September 2008 - May 2011
Citi May 2007 - September 2008
BISYS Fund Services 2001 - 2007
Skills
Program Management, Risk Management, Process Improvement, Customer Service, Team Building, Microsoft Office, Leadership, Access, Financial Analysis, Banking, Financial Reporting, Policy, Accounting, Budgets, Mutual Funds, Securities, Equities
Education
DeVry University-Ohio 1994 — 1999
Accounting
Michael Bussdieker's Meeder Investment Management Experience January 2015 - Present
Job Key Accounts Manager at Meeder Investment Management
Industry Financial Services
Experience
Meeder Investment Management January 2015 - Present
Meeder Investment Management December 2012 - January 2015
Nationwide Financial January 2010 - December 2012
Nationwide Financial February 2006 - January 2010
JPMorgan Chase February 2005 - February 2006
Foresters Equity Inc. June 2004 - February 2005
Chase Home Finance January 2001 - January 2004
Skills
Retirement Planning, Mortgage, Securities, Financial Planning, Long Term Care, Insurance, 401k, Consultative Selling, Pensions, Mutual Funds, Series 6, Strategic Financial..., Financial Services, Mortgage Lending, Investments, Long-term Care, Selling
Education
The Ohio State University
Bachelor's Degree
Meeder Investment Management January 2015 - Present
Meeder Investment Management December 2012 - January 2015
Nationwide Financial January 2010 - December 2012
Nationwide Financial February 2006 - January 2010
JPMorgan Chase February 2005 - February 2006
Foresters Equity Inc. June 2004 - February 2005
Chase Home Finance January 2001 - January 2004
Skills
Retirement Planning, Mortgage, Securities, Financial Planning, Long Term Care, Insurance, 401k, Consultative Selling, Pensions, Mutual Funds, Series 6, Strategic Financial..., Financial Services, Mortgage Lending, Investments, Long-term Care, Selling
Education
The Ohio State University
Bachelor's Degree
Ryan Schnittker, CFP® Ryan Schnittker, CFP®'s Meeder Investment Management Experience 2005 - 2012
Job Regional Vice President at Stadion Money Management
Industry Financial Services
Experience
Stadion Money Management February 2014 - Present
OBS Financial Services, Inc. 2013 - 2014
Symetra 2012 - 2013
Meeder Investment Management 2005 - 2012
Meeder Investment Management 2002 - 2005
Skills
Mutual Funds, Investments, Investment Management, Asset Management, Financial Services, 401k, Financial Advisory, Public Speaking, Strategic Planning
Education
Bowling Green State University 1997 — 2001
BSBA, Finance
Stadion Money Management February 2014 - Present
OBS Financial Services, Inc. 2013 - 2014
Symetra 2012 - 2013
Meeder Investment Management 2005 - 2012
Meeder Investment Management 2002 - 2005
Skills
Mutual Funds, Investments, Investment Management, Asset Management, Financial Services, 401k, Financial Advisory, Public Speaking, Strategic Planning
Education
Bowling Green State University 1997 — 2001
BSBA, Finance
William Markus William Markus's Meeder Investment Management Experience October 2013 - February 2014
Job Senior Operations Investments Division at PNC
Industry Investment Management
Experience
PNC July 2015 - Present
Trax Construction Co. March 2014 - June 2015
Meeder Investment Management October 2013 - February 2014
Productive Capital Management, Inc. January 2010 - October 2013
Productive Capital Management, Inc. January 2007 - January 2010
Productive Capital Management, Inc. March 2004 - January 2007
Skills
Financial Structuring, Treasury Management, Alternative Investments, Financial Analysis, Finance, Hedge Funds, Credit Analysis, Banking, Risk Management, Commercial Lending, Credit, Loans, Loan Origination, Mortgage Lending, Underwriting
Education
Ashland University 2015 — 2017
Master of Business Administration (MBA), Finance and Financial Management Services
Cleveland State University 1998 — 2003
Bachelor of Business Administration (BBA), Finance, General
PNC July 2015 - Present
Trax Construction Co. March 2014 - June 2015
Meeder Investment Management October 2013 - February 2014
Productive Capital Management, Inc. January 2010 - October 2013
Productive Capital Management, Inc. January 2007 - January 2010
Productive Capital Management, Inc. March 2004 - January 2007
Skills
Financial Structuring, Treasury Management, Alternative Investments, Financial Analysis, Finance, Hedge Funds, Credit Analysis, Banking, Risk Management, Commercial Lending, Credit, Loans, Loan Origination, Mortgage Lending, Underwriting
Education
Ashland University 2015 — 2017
Master of Business Administration (MBA), Finance and Financial Management Services
Cleveland State University 1998 — 2003
Bachelor of Business Administration (BBA), Finance, General
Jeff Grogan Jeff Grogan's Meeder Investment Management Experience January 2014 - July 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
Daniel Bush's Meeder Investment Management Experience December 2010 - May 2011
Job Financial Analyst II at BBVA Compass
Industry Investment Management
Experience
BBVA Compass November 2013 - Present
Capstone LLC August 2013 - November 2013
Merrill Lynch May 2011 - May 2013
Meeder Investment Management December 2010 - May 2011
Blackwell Inn August 2010 - May 2011
Skills
Financial Analysis, Investments, Finance, Financial Reporting, Financial Modeling, Asset Allocation, Valuation, Microsoft Excel, Access, Analysis, Investment Research, Marketing
Education
The Ohio State University Fisher College of Business 2009 — 2013
Bachelors of Science in Business Administration, Finance, Cum Laude
University of Oxford 2012 — 2012
Pre-Law Program
Columbus Academy 2004 — 2009
BBVA Compass November 2013 - Present
Capstone LLC August 2013 - November 2013
Merrill Lynch May 2011 - May 2013
Meeder Investment Management December 2010 - May 2011
Blackwell Inn August 2010 - May 2011
Skills
Financial Analysis, Investments, Finance, Financial Reporting, Financial Modeling, Asset Allocation, Valuation, Microsoft Excel, Access, Analysis, Investment Research, Marketing
Education
The Ohio State University Fisher College of Business 2009 — 2013
Bachelors of Science in Business Administration, Finance, Cum Laude
University of Oxford 2012 — 2012
Pre-Law Program
Columbus Academy 2004 — 2009
Stephanie (Diepenbrock) Cunningham's Meeder Investment Management Experience July 2005 - Present
Job Manager of Marketing Communication and Design
Industry Investment Management
Experience
Meeder Investment Management July 2005 - Present
Nelson Auto Group April 2004 - October 2004
Valpak of Central Ohio September 2003 - April 2004
SeaWest Financial July 2001 - September 2003
Reynolds & Reynolds June 1999 - July 2001
Skills
Email Marketing, Advertising, Direct Mail, Asset Management, Marketing, InDesign, Marketing Communications, Copywriting, Direct Marketing, Graphic Design, Brochures, Press Releases, Branding & Identity, Sales, Illustrator, Management, Customer Service, Strategic Planning, Business Development, Leadership, Digital Marketing, Marketing Strategy, Project Management, Adobe Creative Suite, Layout
Education
Sessions College of Professional Design 2010 — 2012
Advanced Professional Degree with dual concentrations in Print Production and Branding and Identity, Graphic Design
Northwood University 1996 — 1999
Bachelor of Business Administration (BBA), Automotive Marketing and Management
Meeder Investment Management July 2005 - Present
Nelson Auto Group April 2004 - October 2004
Valpak of Central Ohio September 2003 - April 2004
SeaWest Financial July 2001 - September 2003
Reynolds & Reynolds June 1999 - July 2001
Skills
Email Marketing, Advertising, Direct Mail, Asset Management, Marketing, InDesign, Marketing Communications, Copywriting, Direct Marketing, Graphic Design, Brochures, Press Releases, Branding & Identity, Sales, Illustrator, Management, Customer Service, Strategic Planning, Business Development, Leadership, Digital Marketing, Marketing Strategy, Project Management, Adobe Creative Suite, Layout
Education
Sessions College of Professional Design 2010 — 2012
Advanced Professional Degree with dual concentrations in Print Production and Branding and Identity, Graphic Design
Northwood University 1996 — 1999
Bachelor of Business Administration (BBA), Automotive Marketing and Management
Luke Daniel Luke Daniel's Meeder Investment Management Experience February 2015 - Present
Job Marketing Professional
Industry Marketing and Advertising
Experience
Meeder Investment Management February 2015 - Present
Sculptify April 2013 - Present
Skills
Graphic Design, Web Design, Digital Marketing, Retail Marketing, Product Marketing, Social Media Marketing, Marketing Management, Creative Direction, Creative Strategy, Business Development, Marketing, Brand Development, Digital Strategy, Sales Process, Negotiation
Education
The Ohio State University
Meeder Investment Management February 2015 - Present
Sculptify April 2013 - Present
Skills
Graphic Design, Web Design, Digital Marketing, Retail Marketing, Product Marketing, Social Media Marketing, Marketing Management, Creative Direction, Creative Strategy, Business Development, Marketing, Brand Development, Digital Strategy, Sales Process, Negotiation
Education
The Ohio State University
Justin Terman's Meeder Investment Management Experience August 2012 - Present
Job Regional Vice President at Meeder Investment Management
Industry Financial Services
Experience
Meeder Investment Management August 2012 - Present
Meeder Investment Management March 2009 - August 2012
Meeder Investment Management June 2007 - March 2009
Merrill Lynch September 2002 - November 2005
Skills
Territory Management, Sales, Sales Management, Investments, Business Development, Asset Managment, 401k, Customer Service, Analysis, Mutual Funds, Retirement Planning, Asset Management, Sales Force Development, Sales Operations, Series 7, Investment Advisory, Asset Allocation
Education
Kent State University 2002 — 2006
Business Administration, Finance
Meeder Investment Management August 2012 - Present
Meeder Investment Management March 2009 - August 2012
Meeder Investment Management June 2007 - March 2009
Merrill Lynch September 2002 - November 2005
Skills
Territory Management, Sales, Sales Management, Investments, Business Development, Asset Managment, 401k, Customer Service, Analysis, Mutual Funds, Retirement Planning, Asset Management, Sales Force Development, Sales Operations, Series 7, Investment Advisory, Asset Allocation
Education
Kent State University 2002 — 2006
Business Administration, Finance
Nick Vaccari's Meeder Investment Management Experience November 2012 - Present
Job Public Funds Advisor
Industry Financial Services
Experience
Meeder Investment Management November 2012 - Present
Meeder Investment Management July 2011 - November 2012
Citi Fund Services January 2011 - June 2011
Wells Fargo Financial March 2010 - November 2010
Skills
Sunguard, Microsoft Excel, Outlook, Mortgage Lending, Mortgage Banking, 401k, IRAs, Mutual Funds, Investment Banking, Investment Advisory, Envision Financial..., NSCC, PowerPoint, Sales, Leadership, Finance, Customer Service, Financial Services, Financial Analysis, Portfolio Management, Investments
Education
The Ohio State University 2006 — 2009
Bachelor of Science in Human Ecology, Finance and Financial Management Services
Meeder Investment Management November 2012 - Present
Meeder Investment Management July 2011 - November 2012
Citi Fund Services January 2011 - June 2011
Wells Fargo Financial March 2010 - November 2010
Skills
Sunguard, Microsoft Excel, Outlook, Mortgage Lending, Mortgage Banking, 401k, IRAs, Mutual Funds, Investment Banking, Investment Advisory, Envision Financial..., NSCC, PowerPoint, Sales, Leadership, Finance, Customer Service, Financial Services, Financial Analysis, Portfolio Management, Investments
Education
The Ohio State University 2006 — 2009
Bachelor of Science in Human Ecology, Finance and Financial Management Services
Esther Miller Esther Miller's Meeder Investment Management Experience April 2014 - Present
Job Client Service Representative at Meeder Investment Management
Industry Consumer Services
Experience
Meeder Investment Management April 2014 - Present
UBS Financial Services January 2013 - April 2014
General Electric Credit Union March 2009 - January 2013
IB Goodman July 2006 - February 2009
Adath Israel Synagogue October 2006 - June 2008
University of Cincinnati September 2005 - June 2006
Jewish Community Center of Greater Columbus June 2005 - January 2006
RMD Advertising June 2005 - September 2005
Hillel Jewish Student Center 2004 - 2005
Skills
Public Speaking, Leadership, Event Planning, Marketing, Sales, Customer Service, Social Media, Nonprofits, Social Media Marketing, Microsoft Excel, Public Relations
Education
University of Cincinnati 2002 — 2006
BA, Public Relations, Communications
Bexley High School 1999 — 2002
Meeder Investment Management April 2014 - Present
UBS Financial Services January 2013 - April 2014
General Electric Credit Union March 2009 - January 2013
IB Goodman July 2006 - February 2009
Adath Israel Synagogue October 2006 - June 2008
University of Cincinnati September 2005 - June 2006
Jewish Community Center of Greater Columbus June 2005 - January 2006
RMD Advertising June 2005 - September 2005
Hillel Jewish Student Center 2004 - 2005
Skills
Public Speaking, Leadership, Event Planning, Marketing, Sales, Customer Service, Social Media, Nonprofits, Social Media Marketing, Microsoft Excel, Public Relations
Education
University of Cincinnati 2002 — 2006
BA, Public Relations, Communications
Bexley High School 1999 — 2002
Matt Cukras Matt Cukras's Meeder Investment Management Experience May 2014 - November 2014
Job Recruiter at Experis IT
Industry Information Technology and Services
Experience
Experis December 2014 - Present
Meeder Investment Management May 2014 - November 2014
Meeder Investment Management January 2010 - May 2014
Meeder Investment Management February 2008 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook
Education
The Ohio State University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Experis December 2014 - Present
Meeder Investment Management May 2014 - November 2014
Meeder Investment Management January 2010 - May 2014
Meeder Investment Management February 2008 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook
Education
The Ohio State University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Angelo Manzo, CFA, CAIA's Meeder Investment Management Experience June 2015 - Present
Job Portfolio Manager at Meeder Investment Management
Industry Investment Management
Experience
Meeder Investment Management June 2015 - Present
Skills
Alternative Investments, Asset Allocation
Education
Wright State University 2005 — 2006
MBA, Finance
Otterbein College 2000 — 2004
B.S., Finance
Meeder Investment Management June 2015 - Present
Skills
Alternative Investments, Asset Allocation
Education
Wright State University 2005 — 2006
MBA, Finance
Otterbein College 2000 — 2004
B.S., Finance
David Kelsheimer's Meeder Investment Management Experience October 2014 - Present
Job Meeder Investment Management
Industry Investment Management
Experience
Meeder Investment Management October 2014 - Present
Heitmeyer Consulting March 2014 - July 2014
Huntington National Bank July 2013 - March 2014
The Ohio State University Environmental Health and Safety October 2012 - September 2013
Matthews Book Company July 2011 - August 2012
Midwest Pool Management May 2009 - September 2011
Skills
Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Access, Team Building
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
Chaminade College Preparatory 2006 — 2010
High School
Meeder Investment Management October 2014 - Present
Heitmeyer Consulting March 2014 - July 2014
Huntington National Bank July 2013 - March 2014
The Ohio State University Environmental Health and Safety October 2012 - September 2013
Matthews Book Company July 2011 - August 2012
Midwest Pool Management May 2009 - September 2011
Skills
Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Access, Team Building
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
Chaminade College Preparatory 2006 — 2010
High School
David Lurie David Lurie's Meeder Investment Management Experience September 2014 - Present
Job Vice President Strategic Alliances at Meeder Investment Management
Industry Financial Services
Experience
Meeder Investment Management September 2014 - Present
Market Movement Solutions May 2012 - July 2014
AssetMark / Genworth Wealth Management July 2001 - May 2012
SEI Investments April 1999 - July 2001
SIFE Trust Fund December 1997 - April 1999
Skills
Business Development, Retirement Planning, Investments, Asset Allocation, Investment Strategies, Strategic Financial..., Wealth Management, Investment Management, Mutual Funds, Financial Advisory, Finance, Employee Benefits, Strategic Planning, Series 7, Relationship Management, Retirement, Fixed Annuities
Education
California State University-Chico 1990 — 1995
Bachelor's degree, Economics
Meeder Investment Management September 2014 - Present
Market Movement Solutions May 2012 - July 2014
AssetMark / Genworth Wealth Management July 2001 - May 2012
SEI Investments April 1999 - July 2001
SIFE Trust Fund December 1997 - April 1999
Skills
Business Development, Retirement Planning, Investments, Asset Allocation, Investment Strategies, Strategic Financial..., Wealth Management, Investment Management, Mutual Funds, Financial Advisory, Finance, Employee Benefits, Strategic Planning, Series 7, Relationship Management, Retirement, Fixed Annuities
Education
California State University-Chico 1990 — 1995
Bachelor's degree, Economics
Kevin Stutz Kevin Stutz's Meeder Investment Management Experience May 2011 - Present
Job Sales Consultant | Wholesaler
Industry Financial Services
Experience
Meeder Investment Management May 2011 - Present
WealthCorp Inc, September 2009 - Present
AIG - SunAmerica October 2006 - December 2009
Federated Investors June 2002 - August 2006
MFS Investment Management June 1996 - September 2001
PrimeVest/Aragon 1989 - 1996
Skills
Wholesaling, Mutual Funds, 401k, Wealth Management, Retirement Planning, Investment Advisory, Alternative Investments, Marketing, Investments, Series 6, Wholesale, Financial Advisory, Fixed Annuities, Securities, Financial Services, Life Insurance, Asset Allocation, Series 7, Retirement, Series 63
Education
The University of Texas-Pan American 1982 — 1986
BBA, General Business
Meeder Investment Management May 2011 - Present
WealthCorp Inc, September 2009 - Present
AIG - SunAmerica October 2006 - December 2009
Federated Investors June 2002 - August 2006
MFS Investment Management June 1996 - September 2001
PrimeVest/Aragon 1989 - 1996
Skills
Wholesaling, Mutual Funds, 401k, Wealth Management, Retirement Planning, Investment Advisory, Alternative Investments, Marketing, Investments, Series 6, Wholesale, Financial Advisory, Fixed Annuities, Securities, Financial Services, Life Insurance, Asset Allocation, Series 7, Retirement, Series 63
Education
The University of Texas-Pan American 1982 — 1986
BBA, General Business
Robert Techentin Robert Techentin's Meeder Investment Management Experience August 2006 - Present
Job Portfolio Manager at Meeder Investment Management
Industry Investment Management
Experience
Meeder Investment Management August 2006 - Present
Charles Schwab 2006 - 2007
Northwestern Mutual 2002 - 2005
Olde Asset Management 1993 - 2001
H&R Block Financial Advisors 1993 - 2001
Olde Discount Corporation 1993 - 2001
Skills
Fixed Income, Portfolio Management, Securities, Financial Risk, Money Market, Bonds, Finance, Series 7, Mutual Funds, Investments, Investment Strategies, Equities, Bloomberg, Asset Management, Asset Allocation
Education
Western Michigan University - Haworth College of Business 1990 — 1993
MBA, Finance and Accounting
Central Michigan University 1984 — 1987
BS, Finance
Meeder Investment Management August 2006 - Present
Charles Schwab 2006 - 2007
Northwestern Mutual 2002 - 2005
Olde Asset Management 1993 - 2001
H&R Block Financial Advisors 1993 - 2001
Olde Discount Corporation 1993 - 2001
Skills
Fixed Income, Portfolio Management, Securities, Financial Risk, Money Market, Bonds, Finance, Series 7, Mutual Funds, Investments, Investment Strategies, Equities, Bloomberg, Asset Management, Asset Allocation
Education
Western Michigan University - Haworth College of Business 1990 — 1993
MBA, Finance and Accounting
Central Michigan University 1984 — 1987
BS, Finance
Patrick Bellish Patrick Bellish's Meeder Investment Management Experience March 2015 - Present
Job Internal Sales Consultant at Meeder Investment Management
Industry Financial Services
Experience
Meeder Investment Management March 2015 - Present
Meeder Investment Management November 2014 - March 2015
Northwestern Mutual April 2014 - November 2014
Citi July 2012 - April 2014
Skills
Analysis, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Outlook, Access, PowerPoint, Customer Service, Leadership, Social Media, Research, Teamwork, Event Planning, Public Speaking, Event Management, Team Leadership, Strategic Planning, Social Networking
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2012
Bachelor of Science (BS), Finance, General
Canfield High
Meeder Investment Management March 2015 - Present
Meeder Investment Management November 2014 - March 2015
Northwestern Mutual April 2014 - November 2014
Citi July 2012 - April 2014
Skills
Analysis, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Outlook, Access, PowerPoint, Customer Service, Leadership, Social Media, Research, Teamwork, Event Planning, Public Speaking, Event Management, Team Leadership, Strategic Planning, Social Networking
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2012
Bachelor of Science (BS), Finance, General
Canfield High
Debra Logozzo's Meeder Investment Management Experience February 2013 - November 2013
Job Executive Assistant
Industry Consumer Goods
Experience
Meeder Investment Management February 2013 - November 2013
Brinks Inc. August 2009 - February 2012
Metatec, International October 2000 - January 2002
Metatec, International December 1999 - October 2000
Nabisco November 1998 - December 1999
Nabisco November 1989 - March 1997
Skills
Account Management, Sales Operations, Customer Service, Management, Sales, Leadership, Retail, Training, Project Management, Logistics, Process Improvement, New Business Development, Supply Chain, Sales Management, Selling
Education
The Ohio State University - The Max M. Fisher College of Business 1995 — 1998
Bachelor of Science and Business Administration, Marketing
Columbus State Community College 1990 — 1995
Associate of Applied Science, Business Administration
Meeder Investment Management February 2013 - November 2013
Brinks Inc. August 2009 - February 2012
Metatec, International October 2000 - January 2002
Metatec, International December 1999 - October 2000
Nabisco November 1998 - December 1999
Nabisco November 1989 - March 1997
Skills
Account Management, Sales Operations, Customer Service, Management, Sales, Leadership, Retail, Training, Project Management, Logistics, Process Improvement, New Business Development, Supply Chain, Sales Management, Selling
Education
The Ohio State University - The Max M. Fisher College of Business 1995 — 1998
Bachelor of Science and Business Administration, Marketing
Columbus State Community College 1990 — 1995
Associate of Applied Science, Business Administration
Tim McCabe's Meeder Investment Management Experience August 2015 - Present
Job Chief Legal Officer, Meeder Investment Management
Industry Investment Management
Experience
Meeder Investment Management August 2015 - Present
Ohio Treasurer of State July 2013 - August 2015
Pershing, a BNY Mellon company July 2011 - June 2013
Curtis, Mallet-Prevost, Colt & Mosle LLP June 2004 - July 2011
Graubard Miller September 2001 - June 2004
Education
Fordham University School of Law 1998 — 2001
J.D., 2001
Connecticut College 1994 — 1998
B.A., Government
London School of Economics and Political Science 1996 — 1997
General Course Certificate, European Union Law and Politics
Meeder Investment Management August 2015 - Present
Ohio Treasurer of State July 2013 - August 2015
Pershing, a BNY Mellon company July 2011 - June 2013
Curtis, Mallet-Prevost, Colt & Mosle LLP June 2004 - July 2011
Graubard Miller September 2001 - June 2004
Education
Fordham University School of Law 1998 — 2001
J.D., 2001
Connecticut College 1994 — 1998
B.A., Government
London School of Economics and Political Science 1996 — 1997
General Course Certificate, European Union Law and Politics
Albert Chu, CFA, CAIA's Meeder Investment Management Experience March 2005 - January 2008
Job Senior Portfolio Manager at AssetMark (Aris Corporation)
Industry Investment Management
Experience
AssetMark (Aris Corporation) September 2015 - Present
WealthStone, Inc. January 2008 - August 2015
Meeder Investment Management March 2005 - January 2008
Singer Xenos Wealth Management April 2001 - February 2005
BMO Harris Bank April 2000 - March 2001
Skills
Wealth Management, Investment Advisory, Asset Allocation, Asset Management, Portfolio Management, Investments, Mutual Funds, Alternative Investments, Investment Management, Investment Strategies, Equities, Securities, Fixed Income, Series 7
Education
Boston University
M.S.
University of Toronto - University College
B.A. (Hons)
AssetMark (Aris Corporation) September 2015 - Present
WealthStone, Inc. January 2008 - August 2015
Meeder Investment Management March 2005 - January 2008
Singer Xenos Wealth Management April 2001 - February 2005
BMO Harris Bank April 2000 - March 2001
Skills
Wealth Management, Investment Advisory, Asset Allocation, Asset Management, Portfolio Management, Investments, Mutual Funds, Alternative Investments, Investment Management, Investment Strategies, Equities, Securities, Fixed Income, Series 7
Education
Boston University
M.S.
University of Toronto - University College
B.A. (Hons)
Deanna Sparks's Meeder Investment Management Experience July 2008 - Present
Job Operations Manager, Meeder Investment Management
Industry Financial Services
Experience
Meeder Investment Management July 2008 - Present
Skills
Asset Management, Mutual Funds, Accounting, Financial Services, Management, Finance, Securities, Retirement Planning, Series 6, Financial Analysis, Team Building
Education
Keller Graduate School of Management of DeVry University 2007 — 2010
Pending Masters, MBA
Ohio University 1990 — 1994
Bachelors Degree, Elementary Education with Minor in Mathematics
Dublin Coffman High School 1989 — 1990
General
Meeder Investment Management July 2008 - Present
Skills
Asset Management, Mutual Funds, Accounting, Financial Services, Management, Finance, Securities, Retirement Planning, Series 6, Financial Analysis, Team Building
Education
Keller Graduate School of Management of DeVry University 2007 — 2010
Pending Masters, MBA
Ohio University 1990 — 1994
Bachelors Degree, Elementary Education with Minor in Mathematics
Dublin Coffman High School 1989 — 1990
General
Matt Knepp's Meeder Investment Management Experience February 2007 - September 2007
Job Technical Coordinator at Northern Trust
Industry Accounting
Experience
Northern Trust February 2012 - Present
AlphaMetrix 360 September 2007 - February 2012
Meeder Investment Management February 2007 - September 2007
Education
Kent State University 2002 — 2006
Northern Trust February 2012 - Present
AlphaMetrix 360 September 2007 - February 2012
Meeder Investment Management February 2007 - September 2007
Education
Kent State University 2002 — 2006
Darcy Brownfield's Meeder Investment Management Experience 2004 - 2005
Job Consultant, Corporate Compliance at Nationwide Insurance
Industry Financial Services
Experience
Nationwide Financial February 2015 - Present
Nationwide Financial September 2010 - February 2015
Nationwide Financial December 2005 - September 2010
Meeder Investment Management 2004 - 2005
Skills
Series 7, Mutual Funds, Series 24, Due Diligence, Series 63, Series 65, Investments, Ohio Insurance Life &..., Financial Advisory, Trading, Securities, Investment Advisory..., Variable Annuities, Asset Allocation
Education
Capital University - School of Management 2005 — 2007
MBA, Management, 3.75 GPA
The Ohio State University 2000 — 2004
Bachelor of Science (BS), Family and Consumer Sciences/Human Sciences
Nationwide Financial February 2015 - Present
Nationwide Financial September 2010 - February 2015
Nationwide Financial December 2005 - September 2010
Meeder Investment Management 2004 - 2005
Skills
Series 7, Mutual Funds, Series 24, Due Diligence, Series 63, Series 65, Investments, Ohio Insurance Life &..., Financial Advisory, Trading, Securities, Investment Advisory..., Variable Annuities, Asset Allocation
Education
Capital University - School of Management 2005 — 2007
MBA, Management, 3.75 GPA
The Ohio State University 2000 — 2004
Bachelor of Science (BS), Family and Consumer Sciences/Human Sciences
Ron Sala's Meeder Investment Management Experience April 2010 - Present
Job VP at Meeder Investment Management
Industry Financial Services
Experience
Meeder Investment Management April 2010 - Present
ICON Advisers January 2007 - January 2010
Icon Advisers March 2002 - January 2007
Lincoln Investment Planning April 1996 - March 2002
Skills
Mutual Funds, 401k, Asset Allocation, Asset Management, Investment Advisory, Investments, Retirement Planning, Securities, Alternative Investments, Wealth Management, Series 7
Education
University of Florida
Meeder Investment Management April 2010 - Present
ICON Advisers January 2007 - January 2010
Icon Advisers March 2002 - January 2007
Lincoln Investment Planning April 1996 - March 2002
Skills
Mutual Funds, 401k, Asset Allocation, Asset Management, Investment Advisory, Investments, Retirement Planning, Securities, Alternative Investments, Wealth Management, Series 7
Education
University of Florida
Derek Keisel's Meeder Investment Management Experience May 2014 - Present
Job Retirement Operations Specialist
Industry Investment Management
Experience
Meeder Investment Management May 2014 - Present
JPMorgan Chase July 2005 - December 2013
Bank One July 1996 - May 2005
CIGNA Retirement & Investment Services February 1995 - July 1996
Skills
Banking, Customer Service, Microsoft Excel, Finance, Financial Analysis, Financial Services, Retirement, Fixed Income, Investments, Loans, Credit, Retirement Planning, Mutual Funds
Education
Aurora University 1990 — 1994
B.A., Business Administration
Meeder Investment Management May 2014 - Present
JPMorgan Chase July 2005 - December 2013
Bank One July 1996 - May 2005
CIGNA Retirement & Investment Services February 1995 - July 1996
Skills
Banking, Customer Service, Microsoft Excel, Finance, Financial Analysis, Financial Services, Retirement, Fixed Income, Investments, Loans, Credit, Retirement Planning, Mutual Funds
Education
Aurora University 1990 — 1994
B.A., Business Administration
Paul Freitag's Meeder Investment Management Experience April 2003 - December 2004
Job Account Executive Director, Principal Financial Group
Industry Insurance
Experience
Principal Financial Group October 2015 - Present
Principal Financial Group January 2005 - Present
Meeder Investment Management April 2003 - December 2004
General Pension Planning Corp. March 2000 - November 2001
Merrill Lynch March 1998 - March 2000
National City Bank February 1997 - March 1998
Fidelity Investments April 1995 - November 1997
Skills
Series 24, Public Speaking, Investment Advisory, Retirement Plan..., Qualified Retirement..., Team Leadership, Triathlon, Enrollment Services, Employee Benefits, Series 7, Relationship Mgmt, Pensions, Presentations, 401k, Defined Contribution, Larkspur, Morningstar, Defined Benefit, Profit Sharing, Retirement, Relationship Management, Investments, Asset Allocation, Financial Services, Investment Strategies, 403 b, FINRA, Mutual Funds, Retirement Planning, Financial Advisory, Series 6
Education
St. Joseph's College (IN) 1980 — 1984
BS, Accounting
Principal Financial Group October 2015 - Present
Principal Financial Group January 2005 - Present
Meeder Investment Management April 2003 - December 2004
General Pension Planning Corp. March 2000 - November 2001
Merrill Lynch March 1998 - March 2000
National City Bank February 1997 - March 1998
Fidelity Investments April 1995 - November 1997
Skills
Series 24, Public Speaking, Investment Advisory, Retirement Plan..., Qualified Retirement..., Team Leadership, Triathlon, Enrollment Services, Employee Benefits, Series 7, Relationship Mgmt, Pensions, Presentations, 401k, Defined Contribution, Larkspur, Morningstar, Defined Benefit, Profit Sharing, Retirement, Relationship Management, Investments, Asset Allocation, Financial Services, Investment Strategies, 403 b, FINRA, Mutual Funds, Retirement Planning, Financial Advisory, Series 6
Education
St. Joseph's College (IN) 1980 — 1984
BS, Accounting
Damian Eralio's Meeder Investment Management Experience June 2012 - March 2014
Job Business Intelligence Consultant / Technical Instructor at Result Data
Industry Information Technology and Services
Experience
Result Data March 2014 - Present
Meeder Investment Management June 2012 - March 2014
Nationwide Financial April 2009 - June 2012
Salem Communications October 2007 - February 2009
Yellow Oasis Games and Video November 2006 - October 2007
Skills
Insurance, Series 6, Mutual Funds, Process Improvement, Project Management, Microsoft Excel, SQL, Transfer Agency, Qualified Retirement..., VBA, SSRS, SSIS, QlikView Development, Tableau, Teaching / Presenting
Education
The Ohio State University 2002 — 2007
Bachelor of Arts in Communications, Strategic Communications - Advertising
Result Data March 2014 - Present
Meeder Investment Management June 2012 - March 2014
Nationwide Financial April 2009 - June 2012
Salem Communications October 2007 - February 2009
Yellow Oasis Games and Video November 2006 - October 2007
Skills
Insurance, Series 6, Mutual Funds, Process Improvement, Project Management, Microsoft Excel, SQL, Transfer Agency, Qualified Retirement..., VBA, SSRS, SSIS, QlikView Development, Tableau, Teaching / Presenting
Education
The Ohio State University 2002 — 2007
Bachelor of Arts in Communications, Strategic Communications - Advertising
Dale Smith, CFA's Meeder Investment Management Experience March 2005 - Present
Job Chief Investment Officer at Meeder Investment Management
Industry Investment Management
Experience
Meeder Investment Management March 2005 - Present
BISYS Fund Services January 1999 - March 2005
BISYS Fund Services January 1996 - January 1999
BISYS Fund Services January 1992 - January 1996
The Winsbury Company January 1988 - January 1992
Coopers & Lybrand January 1982 - January 1988
Education
Ohio University 2008 — 2009
MFE, Economics and Finance
The Ohio State University 1978 — 1982
Bachelor of Business Administration (BBA), Dual Major: Accounting and Computer Science. Minor: Statistics
Meeder Investment Management March 2005 - Present
BISYS Fund Services January 1999 - March 2005
BISYS Fund Services January 1996 - January 1999
BISYS Fund Services January 1992 - January 1996
The Winsbury Company January 1988 - January 1992
Coopers & Lybrand January 1982 - January 1988
Education
Ohio University 2008 — 2009
MFE, Economics and Finance
The Ohio State University 1978 — 1982
Bachelor of Business Administration (BBA), Dual Major: Accounting and Computer Science. Minor: Statistics
Eileen Stanic's Meeder Investment Management Experience September 2014 - Present
Job Sr. Public Funds Advisor at Meeder Investment Management
Industry Financial Services
Experience
Meeder Investment Management September 2014 - Present
Robert W. Baird & Co. December 2010 - September 2014
Productive Capital Management June 2003 - December 2010
Smith Barney September 2002 - June 2003
The Richard E Jacobs Group January 1984 - September 2002
Towner Petroleum 1981 - 1983
Skills
Financial Analysis, Financial Modeling, Finance, Accounting, Internal Controls, Investments, Financial Reporting, Risk Management, Budgets, Analysis
Education
Cleveland State University 1980 — 1984
Bachelor of Business Administration (BBA), Accounting and Finance
Lorain County Community College
AAB, Accounting
Meeder Investment Management September 2014 - Present
Robert W. Baird & Co. December 2010 - September 2014
Productive Capital Management June 2003 - December 2010
Smith Barney September 2002 - June 2003
The Richard E Jacobs Group January 1984 - September 2002
Towner Petroleum 1981 - 1983
Skills
Financial Analysis, Financial Modeling, Finance, Accounting, Internal Controls, Investments, Financial Reporting, Risk Management, Budgets, Analysis
Education
Cleveland State University 1980 — 1984
Bachelor of Business Administration (BBA), Accounting and Finance
Lorain County Community College
AAB, Accounting
Edward Cordova's Meeder Investment Management Experience April 2015 - Present
Job Financial Services
Industry Financial Services
Experience
Meeder Investment Management April 2015 - Present
Allstate September 2013 - April 2015
Thornburg Investment Management February 2013 - September 2013
Prudential Financial May 2007 - December 2012
Nationwide Financial March 2000 - May 2007
The Hartford January 1999 - January 2000
Skills
Series 7, Series 6, Series 63, Mutual Funds, SMA,..., 401k, Mutual Funds, Investments, Retirement Planning, Securities
Education
University of Connecticut
Bachelor of Arts (BA), History
University of Connecticut
Meeder Investment Management April 2015 - Present
Allstate September 2013 - April 2015
Thornburg Investment Management February 2013 - September 2013
Prudential Financial May 2007 - December 2012
Nationwide Financial March 2000 - May 2007
The Hartford January 1999 - January 2000
Skills
Series 7, Series 6, Series 63, Mutual Funds, SMA,..., 401k, Mutual Funds, Investments, Retirement Planning, Securities
Education
University of Connecticut
Bachelor of Arts (BA), History
University of Connecticut
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY