NatCity Investments
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NatCity Investments Employees
Employee
Years
Job
Industry
Lisa Priolisi Lisa Priolisi's NatCity Investments Experience 1998 - 2001
Job Senior Client Service Administrator at Oswald Companies
Industry Human Resources
Experience
Oswald Companies October 2013 - Present
Oswald Companies July 2011 - Present
PNC (formerly National City) May 2001 - December 2010
NatCity Investments 1998 - 2001
Moen Incorporated 1997 - 1998
Middough 1995 - 1997
Skills
HRIS, COBRA, New Hire Orientations, Customer Service, Open Enrollment, Health & Welfare..., Employee Benefits, Benefits Administration, Onboarding, FMLA, Health Insurance, USERRA
Education
Bowling Green State University
Master of Arts, History
Bowling Green State University
Bachelor of Arts, History
Oswald Companies October 2013 - Present
Oswald Companies July 2011 - Present
PNC (formerly National City) May 2001 - December 2010
NatCity Investments 1998 - 2001
Moen Incorporated 1997 - 1998
Middough 1995 - 1997
Skills
HRIS, COBRA, New Hire Orientations, Customer Service, Open Enrollment, Health & Welfare..., Employee Benefits, Benefits Administration, Onboarding, FMLA, Health Insurance, USERRA
Education
Bowling Green State University
Master of Arts, History
Bowling Green State University
Bachelor of Arts, History
Drew Gleaves Drew Gleaves's NatCity Investments Experience 1997 - February 2009
Job Senior Vice President and Financial Advisor with the Mainstay Wealth Management Group of City Securities Corporation
Industry Investment Management
Experience
City Securities Corporation February 2009 - Present
NatCity Investments 1997 - February 2009
Skills
Retirement Planning, Asset Managment, Risk Management, Wealth Management, Strategic Financial..., social security..., Mutual Funds, Insurance, 401k, Estate Planning, Securities, Fixed Income, Bonds
Education
Indiana University Bloomington 1986 — 1990
BA, Economics
City Securities Corporation February 2009 - Present
NatCity Investments 1997 - February 2009
Skills
Retirement Planning, Asset Managment, Risk Management, Wealth Management, Strategic Financial..., social security..., Mutual Funds, Insurance, 401k, Estate Planning, Securities, Fixed Income, Bonds
Education
Indiana University Bloomington 1986 — 1990
BA, Economics
Henric Haldeborg Henric Haldeborg's NatCity Investments Experience 2004 - 2006
Job Legal/Compliance Professional
Industry Legal Services
Experience
Gabriel Partners, LLC 2015 - Present
Litigation Management, Inc. 2014 - 2015
Purple Land Management 2012 - 2012
AISS - a Sterling Infosystems Company 2010 - 2012
Thomson Reuters 2009 - 2010
City of Lakewood, Ohio 2009 - 2009
Cuyahoga County January 2008 - December 2008
NatCity Investments 2004 - 2006
American Express Financial Advisors 2004 - 2004
Skills
Legal Research, Strategy, Research, Government, Legal Writing, Negotiation, Policy, Mergers & Acquisitions, Strategic Planning, Budgets, Microsoft Office, Contract Negotiation, Due Diligence, Mediation, Analysis, Editing, Litigation, Management, Economic Development, Intellectual Property, Finance, Governance, Online Research, Corporate Law, Legal Compliance, Legal Assistance, International Law, Commercial Litigation, Dispute Resolution, Internet Research, Administration, Budgeting, Business Strategy, Business Intelligence, Business Management, Government Liaison, Market Research, Zoning, Legal Administration, Privacy Law, Government Relations
Education
Cleveland State University
MPA, City Management
Cleveland State University - Cleveland-Marshall College of Law
JD, Law
Truman State University
BS, BA, Business Administration
Gabriel Partners, LLC 2015 - Present
Litigation Management, Inc. 2014 - 2015
Purple Land Management 2012 - 2012
AISS - a Sterling Infosystems Company 2010 - 2012
Thomson Reuters 2009 - 2010
City of Lakewood, Ohio 2009 - 2009
Cuyahoga County January 2008 - December 2008
NatCity Investments 2004 - 2006
American Express Financial Advisors 2004 - 2004
Skills
Legal Research, Strategy, Research, Government, Legal Writing, Negotiation, Policy, Mergers & Acquisitions, Strategic Planning, Budgets, Microsoft Office, Contract Negotiation, Due Diligence, Mediation, Analysis, Editing, Litigation, Management, Economic Development, Intellectual Property, Finance, Governance, Online Research, Corporate Law, Legal Compliance, Legal Assistance, International Law, Commercial Litigation, Dispute Resolution, Internet Research, Administration, Budgeting, Business Strategy, Business Intelligence, Business Management, Government Liaison, Market Research, Zoning, Legal Administration, Privacy Law, Government Relations
Education
Cleveland State University
MPA, City Management
Cleveland State University - Cleveland-Marshall College of Law
JD, Law
Truman State University
BS, BA, Business Administration
Alan Shoaf's NatCity Investments Experience 1994 - 2000
Job Owner at A C Enterprises, LLC
Industry Facilities Services
Experience
A C Enterprises, LLC 2008 - Present
NatCity Investments 1994 - 2000
Skills
Microsoft Office, New Business Development, Customer Service, Sales Management, Inventory Management, Sales, Contract Negotiation, Strategic Planning, Retail, Team Building, Operations Management, Coaching, Small Business, Entrepreneurship, Leadership, Start-ups, Marketing Strategy, B2B, Business Strategy, Direct Sales, Marketing
Education
University of Indianapolis 2000 — 2002
Bachelor of Arts (BA), Organizational Leadership
A C Enterprises, LLC 2008 - Present
NatCity Investments 1994 - 2000
Skills
Microsoft Office, New Business Development, Customer Service, Sales Management, Inventory Management, Sales, Contract Negotiation, Strategic Planning, Retail, Team Building, Operations Management, Coaching, Small Business, Entrepreneurship, Leadership, Start-ups, Marketing Strategy, B2B, Business Strategy, Direct Sales, Marketing
Education
University of Indianapolis 2000 — 2002
Bachelor of Arts (BA), Organizational Leadership
Alissa Groth Alissa Groth's NatCity Investments Experience May 2005 - November 2006
Job Controller, DIGS |Real Estate|Design|Construction|™
Industry Financial Services
Experience
DIGS Real EstateDesignConstruction™ May 2013 - Present
Huntington Investment Company 2006 - 2008
NatCity Investments May 2005 - November 2006
Christina Perrin February 2001 - July 2003
Fifth Third Securities September 1995 - February 2001
Skills
Investments, Finance, Chartered Financial..., Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Equities, Portfolio Management, Investment Banking, Private Equity, Capital Markets, Asset Management, Fixed Income, Hedge Funds, Strategic Financial..., Bloomberg, Due Diligence, Alternative Investments, Mutual Funds
Education
Miami University 1991 — 1995
Bachelors, Finance and Accounting
DIGS Real EstateDesignConstruction™ May 2013 - Present
Huntington Investment Company 2006 - 2008
NatCity Investments May 2005 - November 2006
Christina Perrin February 2001 - July 2003
Fifth Third Securities September 1995 - February 2001
Skills
Investments, Finance, Chartered Financial..., Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Equities, Portfolio Management, Investment Banking, Private Equity, Capital Markets, Asset Management, Fixed Income, Hedge Funds, Strategic Financial..., Bloomberg, Due Diligence, Alternative Investments, Mutual Funds
Education
Miami University 1991 — 1995
Bachelors, Finance and Accounting
Clifford Mulder's NatCity Investments Experience August 1999 - December 2005
Job Senior Vice President Investments at Raymond James
Industry Investment Management
Experience
Raymond James December 2005 - Present
NatCity Investments August 1999 - December 2005
Prudential Securities April 1993 - August 1999
Skills
Finance, Securities, Financial Advisory, Investments, Retirement Planning, Management, Series 7, Financial Analysis, Financial Modeling, Mutual Funds, Risk Management, Strategic Planning
Education
The University of Georgia
Master of Public Administration (MPA)
Kalamazoo College
Bachelor of Arts (BA), Economics & Sociology
Raymond James December 2005 - Present
NatCity Investments August 1999 - December 2005
Prudential Securities April 1993 - August 1999
Skills
Finance, Securities, Financial Advisory, Investments, Retirement Planning, Management, Series 7, Financial Analysis, Financial Modeling, Mutual Funds, Risk Management, Strategic Planning
Education
The University of Georgia
Master of Public Administration (MPA)
Kalamazoo College
Bachelor of Arts (BA), Economics & Sociology
Rachel Marciniak-Matthews Rachel Marciniak-Matthews's NatCity Investments Experience November 1996 - December 2000
Job Owner of Rachel Michael's Popcorn
Industry Food Production
Experience
Rachel Michael's Popcorn November 2011 - Present
Novartis March 2004 - December 2010
GlaxoSmithKline December 2000 - March 2004
NatCity Investments November 1996 - December 2000
Morgan Stanley Smith Barney January 1996 - November 1996
Universal Forest Products June 1994 - January 1996
Skills
Sales, Public Speaking, Direct Sales, Pharmaceutical Sales, Customer Service, Marketing
Education
Hillsdale College 1990 — 1994
B.A., Business Administration, Accounting
Rachel Michael's Popcorn November 2011 - Present
Novartis March 2004 - December 2010
GlaxoSmithKline December 2000 - March 2004
NatCity Investments November 1996 - December 2000
Morgan Stanley Smith Barney January 1996 - November 1996
Universal Forest Products June 1994 - January 1996
Skills
Sales, Public Speaking, Direct Sales, Pharmaceutical Sales, Customer Service, Marketing
Education
Hillsdale College 1990 — 1994
B.A., Business Administration, Accounting
Carl Doerschler Carl Doerschler's NatCity Investments Experience July 1997 - June 2002
Job Financial Advisor at Rose Street Advisors, LLC
Industry Financial Services
Experience
Rose Street Advisors, LLC July 2002 - Present
National City Insurance Group July 2002 - March 2010
NatCity Investments July 1997 - June 2002
Skills
Wealth Management, Financial Advisory, Wealth, Retirement Planning, 401k Rollovers, Series 7, IRAs, Retirement, Fixed Annuities, Roth IRA, Wealth Accumulation, Estate Planning, Series 65, Investment Advisory, Strategic Financial..., Investments, Life Insurance, Portfolio Management, Securities, Employee Benefits, Series 6, Financial Planning, Insurance, 401k
Education
Baldwin-Wallace College 1991 — 1995
Bachelor's degree, Speech and Communication
Hackett Catholic Central 1987 — 1991
High School, General Studies
Rose Street Advisors, LLC July 2002 - Present
National City Insurance Group July 2002 - March 2010
NatCity Investments July 1997 - June 2002
Skills
Wealth Management, Financial Advisory, Wealth, Retirement Planning, 401k Rollovers, Series 7, IRAs, Retirement, Fixed Annuities, Roth IRA, Wealth Accumulation, Estate Planning, Series 65, Investment Advisory, Strategic Financial..., Investments, Life Insurance, Portfolio Management, Securities, Employee Benefits, Series 6, Financial Planning, Insurance, 401k
Education
Baldwin-Wallace College 1991 — 1995
Bachelor's degree, Speech and Communication
Hackett Catholic Central 1987 — 1991
High School, General Studies
David Shotwell, CFP®'s NatCity Investments Experience June 2000 - March 2007
Job Vice President / Certified Financial Planner at Rutter Baer Inc
Industry Financial Services
Experience
Rutter Baer Inc, Registered Investment Advisor March 2013 - Present
D. W. Shotwell Financial Services October 2010 - February 2013
CNB Financial Services March 2007 - February 2013
NatCity Investments June 2000 - March 2007
Skills
Personal Financial..., Financial Services, Fixed Annuities, Investment Advisory..., Long-term Care, 401k, Small Business, Loans, Retirement Planning, Banking, Wealth, Entrepreneurship, Strategic Planning, Series 6, Small Business..., Credit, Personal Budgeting, College Savings Plans, Qualified Retirement..., Series 63, Alternative Investments, Investments, Financial Planning, Investment Advisory
Education
University of Michigan 1991 — 1995
Bachelor's degree, Policital Science
Rutter Baer Inc, Registered Investment Advisor March 2013 - Present
D. W. Shotwell Financial Services October 2010 - February 2013
CNB Financial Services March 2007 - February 2013
NatCity Investments June 2000 - March 2007
Skills
Personal Financial..., Financial Services, Fixed Annuities, Investment Advisory..., Long-term Care, 401k, Small Business, Loans, Retirement Planning, Banking, Wealth, Entrepreneurship, Strategic Planning, Series 6, Small Business..., Credit, Personal Budgeting, College Savings Plans, Qualified Retirement..., Series 63, Alternative Investments, Investments, Financial Planning, Investment Advisory
Education
University of Michigan 1991 — 1995
Bachelor's degree, Policital Science
Daniel Wagner Daniel Wagner's NatCity Investments Experience April 2004 - May 2006
Job Senior Associate Corporate Strategy at AT&T
Industry Telecommunications
Experience
AT&T September 2014 - Present
AT&T InFlight Connectivity September 2014 - December 2014
AT&T December 2012 - September 2014
AT&T April 2010 - December 2012
AT&T June 2007 - May 2010
NatCity Investments April 2004 - May 2006
Skills
Corporate Strategy, Strategic Planning, Strategy, Competitive Analysis, Market Research, Analysis, Management, Sales Operations, Financial Modeling, Analytics, Business Strategy, Business Case, Strategic Partnerships, Telecommunications, Market Analysis, Wireless, Data Analysis, Competitive Intelligence, Research, IPTV, Corporate Finance, Business Modeling, Product Marketing, Finance, Microsoft Excel, Mobile Devices, Cross-functional Team..., Social Media, Broadband, Marketing Strategy, Marketing Research, Investments, Sales, Twitter, Consumer Electronics, Brand Awareness, Video Research, Broadband Research, Video, Media, Social, Business Case..., Data Analytics
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
MBA, Finance
Youngstown State University 1998 — 2003
BS, Business Adminstration
AT&T September 2014 - Present
AT&T InFlight Connectivity September 2014 - December 2014
AT&T December 2012 - September 2014
AT&T April 2010 - December 2012
AT&T June 2007 - May 2010
NatCity Investments April 2004 - May 2006
Skills
Corporate Strategy, Strategic Planning, Strategy, Competitive Analysis, Market Research, Analysis, Management, Sales Operations, Financial Modeling, Analytics, Business Strategy, Business Case, Strategic Partnerships, Telecommunications, Market Analysis, Wireless, Data Analysis, Competitive Intelligence, Research, IPTV, Corporate Finance, Business Modeling, Product Marketing, Finance, Microsoft Excel, Mobile Devices, Cross-functional Team..., Social Media, Broadband, Marketing Strategy, Marketing Research, Investments, Sales, Twitter, Consumer Electronics, Brand Awareness, Video Research, Broadband Research, Video, Media, Social, Business Case..., Data Analytics
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
MBA, Finance
Youngstown State University 1998 — 2003
BS, Business Adminstration
Christopher O. Johnson Christopher O. Johnson's NatCity Investments Experience 1999 - 2002
Job Senior Director Government and Civic Engagement at Jabil
Industry Electrical/Electronic Manufacturing
Experience
Jabil May 2012 - Present
Fifth Third Securities 2002 - April 2012
NatCity Investments 1999 - 2002
MidTown Cleveland 1990 - 1999
City of Cleveland 1987 - 1990
Rock and Roll Hall of Fame and Museum 1985 - 1987
State of Ohio 1982 - 1985
Celeste for Governor 1981 - 1983
Skills
Economic Development, Fundraising, Government, Strategy, Business Development, Leadership Development, Team Building, Banking, Public Relations, Financial Analysis, Program Management, Strategic Planning, Due Diligence, Portfolio Management, Management, Asset Management, Project Management, Leadership, Nonprofits, Investments, Process Improvement, Series 7, Public Speaking, Budgets, Mergers & Acquisitions, Finance
Education
Georgetown University 1976 — 1980
BSBA, Public Management
Jabil May 2012 - Present
Fifth Third Securities 2002 - April 2012
NatCity Investments 1999 - 2002
MidTown Cleveland 1990 - 1999
City of Cleveland 1987 - 1990
Rock and Roll Hall of Fame and Museum 1985 - 1987
State of Ohio 1982 - 1985
Celeste for Governor 1981 - 1983
Skills
Economic Development, Fundraising, Government, Strategy, Business Development, Leadership Development, Team Building, Banking, Public Relations, Financial Analysis, Program Management, Strategic Planning, Due Diligence, Portfolio Management, Management, Asset Management, Project Management, Leadership, Nonprofits, Investments, Process Improvement, Series 7, Public Speaking, Budgets, Mergers & Acquisitions, Finance
Education
Georgetown University 1976 — 1980
BSBA, Public Management
David Kuhr David Kuhr's NatCity Investments Experience November 1992 - March 1995
Job Principal
Industry Financial Services
Experience
Arbor Court Capital, LLC August 2011 - Present
Green Bar Consulting, Inc. January 2011 - Present
Boy Scout Troop 319 September 2010 - Present
The Ancora Group 2003 - February 2011
Aris Corporation of America 2001 - 2003
Comerica Securities 1998 - 2001
Mellon Financial Markets April 1995 - June 1998
NatCity Investments November 1992 - March 1995
National Association of Securities Dealers, Inc April 1986 - November 1992
Skills
Portfolio Management, Investments, Asset Managment, Mutual Funds, Securities, FINRA
Education
Kent State University 1979 — 1983
BBA, Accounting
Brooklyn High School 1974 — 1979
HS Diploma, College Prep
Arbor Court Capital, LLC August 2011 - Present
Green Bar Consulting, Inc. January 2011 - Present
Boy Scout Troop 319 September 2010 - Present
The Ancora Group 2003 - February 2011
Aris Corporation of America 2001 - 2003
Comerica Securities 1998 - 2001
Mellon Financial Markets April 1995 - June 1998
NatCity Investments November 1992 - March 1995
National Association of Securities Dealers, Inc April 1986 - November 1992
Skills
Portfolio Management, Investments, Asset Managment, Mutual Funds, Securities, FINRA
Education
Kent State University 1979 — 1983
BBA, Accounting
Brooklyn High School 1974 — 1979
HS Diploma, College Prep
Lynn Potosky's NatCity Investments Experience 1993 - 2000
Job Public Finance Project Manager at Hall Render
Industry Law Practice
Experience
Hall Render December 2009 - Present
Bose McKinney & Evans LLP June 2001 - November 2009
NatCity Investments 1993 - 2000
Bose McKinney & Evans LLP 1988 - 1993
Skills
Public Finance, Corporate Law, Municipalities, Legal Writing, Legal Research, Investments, Corporate Governance, Finance, Due Diligence, Securities
Education
Indiana University-Purdue University at Indianapolis 1988 — 1992
B.S., Finance
Ball State University 1977 — 1979
A.A.
Hall Render December 2009 - Present
Bose McKinney & Evans LLP June 2001 - November 2009
NatCity Investments 1993 - 2000
Bose McKinney & Evans LLP 1988 - 1993
Skills
Public Finance, Corporate Law, Municipalities, Legal Writing, Legal Research, Investments, Corporate Governance, Finance, Due Diligence, Securities
Education
Indiana University-Purdue University at Indianapolis 1988 — 1992
B.S., Finance
Ball State University 1977 — 1979
A.A.
Steve Slavin's NatCity Investments Experience 1995 - 2000
Job
Industry Real Estate
Experience
Coldwell Banker Lunsford September 2009 - Present
FB Fogg April 2008 - August 2010
Summit Financial Partners July 2006 - April 2008
Butler Wick & Co 2003 - 2006
PairCo, LLC 2000 - 2003
Bright Trading, LLC 2000 - 2003
NatCity Investments 1995 - 2000
Skills
Lead Generation, Negotiation, Consultative Selling, Real Estate, Start-ups, Financial Services, Networking, Marketing, First Time Home Buyers, Brokerage, Product Marketing, Sales Presentations, Sales Management, Direct Sales, Sales Rep Training, Marketing Strategy, New Business Development, Technology, Selling, Investments, Residential Homes, Sales, Investment Properties, Management, Small Business, Commercial Real Estate, Condos, Entrepreneurship, Property Management, Move Up Buyers, Buyer Representation, Real Property, Relocation, Sellers, FHA, Referrals, Equities, Sales Process, Real Estate Development, Consulting, Real Estate Transactions, Customer Service, Trading, New Home Sales, Short Sales, Contract Negotiation, Foreclosures, Single Family Homes, Investors, Retail
Education
Indiana University Bloomington 1987 — 1991
BA
Coldwell Banker Lunsford September 2009 - Present
FB Fogg April 2008 - August 2010
Summit Financial Partners July 2006 - April 2008
Butler Wick & Co 2003 - 2006
PairCo, LLC 2000 - 2003
Bright Trading, LLC 2000 - 2003
NatCity Investments 1995 - 2000
Skills
Lead Generation, Negotiation, Consultative Selling, Real Estate, Start-ups, Financial Services, Networking, Marketing, First Time Home Buyers, Brokerage, Product Marketing, Sales Presentations, Sales Management, Direct Sales, Sales Rep Training, Marketing Strategy, New Business Development, Technology, Selling, Investments, Residential Homes, Sales, Investment Properties, Management, Small Business, Commercial Real Estate, Condos, Entrepreneurship, Property Management, Move Up Buyers, Buyer Representation, Real Property, Relocation, Sellers, FHA, Referrals, Equities, Sales Process, Real Estate Development, Consulting, Real Estate Transactions, Customer Service, Trading, New Home Sales, Short Sales, Contract Negotiation, Foreclosures, Single Family Homes, Investors, Retail
Education
Indiana University Bloomington 1987 — 1991
BA
Gary L. Wright, QPFC, AIF® Gary L. Wright, QPFC, AIF®'s NatCity Investments Experience March 1997 - October 2008
Job Managing Director at Pensionmark Financial Group
Industry Financial Services
Experience
Pensionmark Financial Group May 2015 - Present
Wright Consulting Partners, LLC April 2015 - Present
Pinnacle Fiduciary Consulting Group, LLC September 2012 - April 2015
Robert W. Baird & Co. May 2011 - September 2012
Robert W. Baird October 2008 - September 2012
NatCity Investments March 1997 - October 2008
Roulston and Company 1993 - 1997
Education
College for Financial Planning 2010 — 2013
Certified Financial Planner
ASPPA 2009 — 2010
Qualified Plan Financial Consultant, Qualified Plan Financial Consultant (QPFC)
Center for Fiduciary Studies 2009 — 2009
Accredited Investment Fiducairy, Fiduciary Best Practices
Kent State University 1985 — 1990
BBA, Finance
Warren G. Harding High School 1980 — 1990
college prep
Pensionmark Financial Group May 2015 - Present
Wright Consulting Partners, LLC April 2015 - Present
Pinnacle Fiduciary Consulting Group, LLC September 2012 - April 2015
Robert W. Baird & Co. May 2011 - September 2012
Robert W. Baird October 2008 - September 2012
NatCity Investments March 1997 - October 2008
Roulston and Company 1993 - 1997
Education
College for Financial Planning 2010 — 2013
Certified Financial Planner
ASPPA 2009 — 2010
Qualified Plan Financial Consultant, Qualified Plan Financial Consultant (QPFC)
Center for Fiduciary Studies 2009 — 2009
Accredited Investment Fiducairy, Fiduciary Best Practices
Kent State University 1985 — 1990
BBA, Finance
Warren G. Harding High School 1980 — 1990
college prep
Robert Hoffman, CFP® Robert Hoffman, CFP®'s NatCity Investments Experience 2005 - 2007
Job Director, Investment Counselor at Citi Private Bank
Industry Investment Management
Experience
Citi 2014 - Present
J.P. Morgan 2009 - 2014
KeyCorp 2007 - 2009
NatCity Investments 2005 - 2007
Farmers National Bank 2003 - 2005
Skills
Portfolio Management, Investments, Wealth Management, Alternative Investments, Equities, Finance, Investment Management, Certified Financial...
Education
Ohio Wesleyan University 1998 — 2002
Bachelor of Arts, Economics Management, Accounting, Spanish
Citi 2014 - Present
J.P. Morgan 2009 - 2014
KeyCorp 2007 - 2009
NatCity Investments 2005 - 2007
Farmers National Bank 2003 - 2005
Skills
Portfolio Management, Investments, Wealth Management, Alternative Investments, Equities, Finance, Investment Management, Certified Financial...
Education
Ohio Wesleyan University 1998 — 2002
Bachelor of Arts, Economics Management, Accounting, Spanish
Steve Power's NatCity Investments Experience July 2004 - April 2009
Job President, National Financial Services Company
Industry Insurance
Experience
Nationwide January 2010 - Present
NatCity Investments July 2004 - April 2009
NatCity Investments, Inc. July 2001 - July 2004
NatCity Investments, Inc. August 1998 - June 2001
Skills
Risk Management, Fixed Annuities, Leadership, Life Insurance, Management, Investments, Strategic Planning, Financial Services, Business Development, Finance
Education
University of Rochester - Simon Business School 1980 — 1982
MBA, Finance, Economics
University of Rochester 1975 — 1979
BA, Economics
Nationwide January 2010 - Present
NatCity Investments July 2004 - April 2009
NatCity Investments, Inc. July 2001 - July 2004
NatCity Investments, Inc. August 1998 - June 2001
Skills
Risk Management, Fixed Annuities, Leadership, Life Insurance, Management, Investments, Strategic Planning, Financial Services, Business Development, Finance
Education
University of Rochester - Simon Business School 1980 — 1982
MBA, Finance, Economics
University of Rochester 1975 — 1979
BA, Economics
James D. Dickey, CFP®, CDFA™ James D. Dickey, CFP®, CDFA™'s NatCity Investments Experience June 1999 - April 2009
Job Financial Advisor at SeaCrest Wealth Management
Industry Investment Management
Experience
SeaCrest Wealth Management May 2014 - Present
Ameriprise Financial Services, Inc. May 2009 - April 2014
NatCity Investments June 1999 - April 2009
Skills
Certified Divorce..., Certified Financial..., Management, Investments, Finance, Retirement Planning, Strategic Financial..., Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Retirement, Series 7
Education
The Ohio State University 1994 — 1999
BS, Financial Management
SeaCrest Wealth Management May 2014 - Present
Ameriprise Financial Services, Inc. May 2009 - April 2014
NatCity Investments June 1999 - April 2009
Skills
Certified Divorce..., Certified Financial..., Management, Investments, Finance, Retirement Planning, Strategic Financial..., Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Retirement, Series 7
Education
The Ohio State University 1994 — 1999
BS, Financial Management
Dr. Danny Powell's NatCity Investments Experience August 1993 - September 2003
Job Assistant Professor of Business at Trine University
Industry Higher Education
Experience
Trine University June 2014 - Present
University of Saint Francis July 2011 - June 2014
Indiana Wesleyan University May 2005 - July 2013
Century Financial Services August 2003 - September 2011
Evangel University January 2004 - January 2010
NatCity Investments August 1993 - September 2003
National City investments 1992 - 2003
Skills
Higher Education, Organizational..., Organizational..., Organizational Learning, Organizational Culture, Change Management, Management Consulting, Coaching, Financial Analysis, Investment Advisory, Leadership, Strategy, Training, Marketing, Staff Development, Teaching, Entrepreneurship, Business Planning, E-Learning, Leadership Development, Business Strategy, Policy, Marketing Communications, CRM, Time Management, Public Speaking, Management, Adult Education, Nonprofits, Research, Student Affairs, Career Counseling, Finance, New Business Development, Strategic Planning, Program Management, Team Building, Grant Writing, Curriculum Development, Sales, Program Development, Fundraising, Conflict Resolution, Student Development, Distance Learning, Community Outreach, Curriculum Design, Instructional Design, Career Development, Volunteer Management
Education
Oakland City University 2009 — 2010
Doctor of Organizational Management
Indiana Wesleyan University 2008 — 2009
MA, Advanced Leadership Studies
Indiana Wesleyan University 2000 — 2003
MBA, Business Administration
Ball State University 1985 — 1990
Eastern Hancock 1980 — 1985
Trine University June 2014 - Present
University of Saint Francis July 2011 - June 2014
Indiana Wesleyan University May 2005 - July 2013
Century Financial Services August 2003 - September 2011
Evangel University January 2004 - January 2010
NatCity Investments August 1993 - September 2003
National City investments 1992 - 2003
Skills
Higher Education, Organizational..., Organizational..., Organizational Learning, Organizational Culture, Change Management, Management Consulting, Coaching, Financial Analysis, Investment Advisory, Leadership, Strategy, Training, Marketing, Staff Development, Teaching, Entrepreneurship, Business Planning, E-Learning, Leadership Development, Business Strategy, Policy, Marketing Communications, CRM, Time Management, Public Speaking, Management, Adult Education, Nonprofits, Research, Student Affairs, Career Counseling, Finance, New Business Development, Strategic Planning, Program Management, Team Building, Grant Writing, Curriculum Development, Sales, Program Development, Fundraising, Conflict Resolution, Student Development, Distance Learning, Community Outreach, Curriculum Design, Instructional Design, Career Development, Volunteer Management
Education
Oakland City University 2009 — 2010
Doctor of Organizational Management
Indiana Wesleyan University 2008 — 2009
MA, Advanced Leadership Studies
Indiana Wesleyan University 2000 — 2003
MBA, Business Administration
Ball State University 1985 — 1990
Eastern Hancock 1980 — 1985
Maureen Power Maureen Power's NatCity Investments Experience June 1998 - October 1999
Job Senior Vice President at The Huntington Investment Company
Industry Banking
Experience
The Huntington Investment Company October 2012 - Present
PNC FINANCIAL SERVICES GROUP, INC November 2009 - April 2011
NATIONAL CITY CORPORATION Brokerage & Investments Services January 2007 - November 2009
Allegiant Funds March 2002 - December 2006
Private Investment Advisors Resource Center October 1999 - March 2002
NatCity Investments June 1998 - October 1999
NatCity Investments February 1994 - June 1998
Private Banking May 1987 - December 1992
Trust Division February 1983 - May 1987
Skills
FINRA, Risk Management, Mutual Funds, CRM, Investments, Securities, Wealth Management
Education
The University of Akron 1983 — 1994
Akron Garfield High School 1981 — 1983
The Huntington Investment Company October 2012 - Present
PNC FINANCIAL SERVICES GROUP, INC November 2009 - April 2011
NATIONAL CITY CORPORATION Brokerage & Investments Services January 2007 - November 2009
Allegiant Funds March 2002 - December 2006
Private Investment Advisors Resource Center October 1999 - March 2002
NatCity Investments June 1998 - October 1999
NatCity Investments February 1994 - June 1998
Private Banking May 1987 - December 1992
Trust Division February 1983 - May 1987
Skills
FINRA, Risk Management, Mutual Funds, CRM, Investments, Securities, Wealth Management
Education
The University of Akron 1983 — 1994
Akron Garfield High School 1981 — 1983
Marc Schultz's NatCity Investments Experience January 2000 - March 2009
Job Sr. Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James April 2009 - Present
NatCity Investments January 2000 - March 2009
Sweetser Telephone and Comteck Internet Provider October 1995 - December 1999
Frontier Communications September 1985 - September 1995
Herdrich Boggs and Company October 1982 - October 1985
Skills
Series 7, Series 65
Education
Ball State University 1978 — 1982
BS, Accounting
Raymond James April 2009 - Present
NatCity Investments January 2000 - March 2009
Sweetser Telephone and Comteck Internet Provider October 1995 - December 1999
Frontier Communications September 1985 - September 1995
Herdrich Boggs and Company October 1982 - October 1985
Skills
Series 7, Series 65
Education
Ball State University 1978 — 1982
BS, Accounting
Anton Tony Purkart, MBA Anton Tony Purkart, MBA's NatCity Investments Experience November 2002 - May 2005
Job Seasoned sales and marketing professional with strong financial accumen
Industry Environmental Services
Experience
United Airlines 2005 - July 2012
NatCity Investments November 2002 - May 2005
Griffin, Kubik, Stephens & Thompson 2001 - 2004
Jareo-Jareo Marketing and Communications 1999 - 2001
Town and Country Distributors 1990 - 1998
Skills
Strategy, Marketing Strategy, Management
Education
Loyola University of Chicago - Graduate School of Business 1999 — 2001
MBA, Marketing, Management
University of Illinois at Urbana-Champaign 1986 — 1990
BA, History
Geneva High School
United Airlines 2005 - July 2012
NatCity Investments November 2002 - May 2005
Griffin, Kubik, Stephens & Thompson 2001 - 2004
Jareo-Jareo Marketing and Communications 1999 - 2001
Town and Country Distributors 1990 - 1998
Skills
Strategy, Marketing Strategy, Management
Education
Loyola University of Chicago - Graduate School of Business 1999 — 2001
MBA, Marketing, Management
University of Illinois at Urbana-Champaign 1986 — 1990
BA, History
Geneva High School
Margaret Brennan Margaret Brennan's NatCity Investments Experience October 1998 - October 2008
Job V. P., Investments at Centennial Securities
Industry Financial Services
Experience
Centennial Securities Co. LLC April 2013 - Present
David A. Noyes & Co. October 2008 - March 2013
NatCity Investments October 1998 - October 2008
Skills
Retirement Planning, Wealth Management, Financial Advisory, Securities, Investment Strategies, Financial Services, Finance, Wealth, Wealth Management..., Personal Finance, Public Speaking, Estate Planning, Series 7, Strategic Financial..., Investments, Mutual Funds, Investment Advisory, Portfolio Management, Asset Allocation, Uniform Combined State...
Education
Loyola University Chicago School of Law 1974 — 1978
J.D., Law
Rosary College 1970 — 1974
B.A./M.A., English
Centennial Securities Co. LLC April 2013 - Present
David A. Noyes & Co. October 2008 - March 2013
NatCity Investments October 1998 - October 2008
Skills
Retirement Planning, Wealth Management, Financial Advisory, Securities, Investment Strategies, Financial Services, Finance, Wealth, Wealth Management..., Personal Finance, Public Speaking, Estate Planning, Series 7, Strategic Financial..., Investments, Mutual Funds, Investment Advisory, Portfolio Management, Asset Allocation, Uniform Combined State...
Education
Loyola University Chicago School of Law 1974 — 1978
J.D., Law
Rosary College 1970 — 1974
B.A./M.A., English
David Brechbuhl David Brechbuhl's NatCity Investments Experience August 2003 - August 2011
Job Vice President, Director, Trust Client Services at First Merchants Corporation
Industry Financial Services
Experience
First Merchants Corporation February 2015 - Present
City Securities Corporation June 2013 - February 2015
Key Private Bank August 2011 - June 2013
NatCity Investments August 2003 - August 2011
Prudential Securities September 2000 - August 2003
US Army June 1990 - July 1999
Skills
Investments, Wealth Management, Retirement Planning, Recruiting, Finance, Strategic Financial..., Strategic Planning, Series 7, Portfolio Management, Banking, Risk Management, Commercial Lending, Loans, Asset Management, Public Speaking, Asset Allocation
Education
United States Military Academy at West Point 1986 — 1990
BS, Engineering
First Merchants Corporation February 2015 - Present
City Securities Corporation June 2013 - February 2015
Key Private Bank August 2011 - June 2013
NatCity Investments August 2003 - August 2011
Prudential Securities September 2000 - August 2003
US Army June 1990 - July 1999
Skills
Investments, Wealth Management, Retirement Planning, Recruiting, Finance, Strategic Financial..., Strategic Planning, Series 7, Portfolio Management, Banking, Risk Management, Commercial Lending, Loans, Asset Management, Public Speaking, Asset Allocation
Education
United States Military Academy at West Point 1986 — 1990
BS, Engineering
Rebecca Küntz's NatCity Investments Experience January 2004 - September 2005
Job Taleo Learn Consultant
Industry Human Resources
Experience
Drivestream March 2015 - July 2015
York Academy Regional Charter School December 2014 - March 2015
KeyBank March 2010 - November 2014
Words & Numbers April 2014 - October 2014
KeyBank March 2008 - March 2010
KeyBank September 2005 - March 2008
NatCity Investments January 2004 - September 2005
Sacramento Children's Home January 2002 - November 2003
United States Air Force February 1998 - February 2003
Skills
PeopleSoft, System Administration, Administrative..., Vendor Management, Analysis, Human Resources, Learning Management..., Data Entry, Learning Management, Lotus Notes, Microsoft Word, Training, Data Analysis, Leadership, Databases, Interviews, Microsoft Excel, Database Administration, Applicant Tracking..., Teamwork, Customer Service, Employee Training, Time Management, Invoicing, PowerPoint, HRIS, Management, E-Learning, Coaching, Team Leadership, Consulting, Recruiting
Education
Cleveland State University 2007 — 2010
Master's Degree, Human Resources Management and Services
Cleveland State University 2004 — 2006
Bachelor of Arts (B.A.), Social Sciences
Community College of the Air Force 1998 — 2003
Associate's Degree, Social Sciences
Drivestream March 2015 - July 2015
York Academy Regional Charter School December 2014 - March 2015
KeyBank March 2010 - November 2014
Words & Numbers April 2014 - October 2014
KeyBank March 2008 - March 2010
KeyBank September 2005 - March 2008
NatCity Investments January 2004 - September 2005
Sacramento Children's Home January 2002 - November 2003
United States Air Force February 1998 - February 2003
Skills
PeopleSoft, System Administration, Administrative..., Vendor Management, Analysis, Human Resources, Learning Management..., Data Entry, Learning Management, Lotus Notes, Microsoft Word, Training, Data Analysis, Leadership, Databases, Interviews, Microsoft Excel, Database Administration, Applicant Tracking..., Teamwork, Customer Service, Employee Training, Time Management, Invoicing, PowerPoint, HRIS, Management, E-Learning, Coaching, Team Leadership, Consulting, Recruiting
Education
Cleveland State University 2007 — 2010
Master's Degree, Human Resources Management and Services
Cleveland State University 2004 — 2006
Bachelor of Arts (B.A.), Social Sciences
Community College of the Air Force 1998 — 2003
Associate's Degree, Social Sciences
Kate Womack Kate Womack's NatCity Investments Experience June 2003 - June 2006
Job Branch Operations Manager at Raymond James and Associates, Inc.
Industry Investment Management
Experience
Raymond James June 2006 - Present
NatCity Investments June 2003 - June 2006
Skills
Series 7, Series 63, Series 9, Series 10
Education
Murray State University 1997 — 2001
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Universität Regensburg 1999 — 1999
Raymond James June 2006 - Present
NatCity Investments June 2003 - June 2006
Skills
Series 7, Series 63, Series 9, Series 10
Education
Murray State University 1997 — 2001
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Universität Regensburg 1999 — 1999
Jared Rispinto Jared Rispinto's NatCity Investments Experience January 2006 - October 2009
Job Vice President, Senior Financial Advisor
Industry Financial Services
Experience
Huntington Investment Company October 2009 - Present
NatCity Investments January 2006 - October 2009
Sky Bank August 2004 - December 2005
Skills
Series 7, Investments, Finance, Series 63, Insurance, Series 6
Education
Baldwin Wallace University 1999 — 2003
Bachelor of Arts, Criminal Justice, Psychology, Sociology
Huntington Investment Company October 2009 - Present
NatCity Investments January 2006 - October 2009
Sky Bank August 2004 - December 2005
Skills
Series 7, Investments, Finance, Series 63, Insurance, Series 6
Education
Baldwin Wallace University 1999 — 2003
Bachelor of Arts, Criminal Justice, Psychology, Sociology
James Tilton James Tilton's NatCity Investments Experience July 2007 - October 2008
Job Vice President, Director at PNC Capital Markets
Industry Accounting
Experience
PNC Capital Markets January 2012 - Present
Tilton CPAs, LLC April 2010 - December 2011
PNC Capital Markets October 2008 - April 2010
NatCity Investments July 2007 - October 2008
Titan Realty Group June 2005 - June 2007
Howard, Wershbale & Co. January 1996 - May 2005
Lynch, Anselmo, Ott + Company August 1991 - December 1995
Skills
Financial Reporting, Accounting
Education
Lake Erie College 2011 — 2012
MBA, Masters of Business Administration, 3.97
Ohio University 1987 — 1991
BBA, Accounting, Business Pre-Law
PNC Capital Markets January 2012 - Present
Tilton CPAs, LLC April 2010 - December 2011
PNC Capital Markets October 2008 - April 2010
NatCity Investments July 2007 - October 2008
Titan Realty Group June 2005 - June 2007
Howard, Wershbale & Co. January 1996 - May 2005
Lynch, Anselmo, Ott + Company August 1991 - December 1995
Skills
Financial Reporting, Accounting
Education
Lake Erie College 2011 — 2012
MBA, Masters of Business Administration, 3.97
Ohio University 1987 — 1991
BBA, Accounting, Business Pre-Law
Jeremy Newton Jeremy Newton's NatCity Investments Experience 2004 - 2006
Job AVP / Compliance Manager at Triad Advisors
Industry Financial Services
Experience
Triad Advisors March 2015 - Present
Giddyup Gear June 2013 - Present
Synovus Securities, Inc. March 2014 - March 2015
Cedar Brook Financial Partners 2010 - 2012
Cedar Brook Financial Partners 2008 - 2012
NatCity Investments (acquired by PNC) 2006 - 2008
NatCity Investments 2004 - 2006
NatCity Investments 2003 - 2004
Skills
Series 7, Finance, Series 24, Mutual Funds, Financial Services, Series 66, Series 31, Risk Management, Alternative Investments, Financial Advisory, Series 63, Investment Advisory, Securities, Management, Financial Risk, Retirement Planning, Wealth Management, Process Improvement, Fixed Annuities, Investments, Retirement, Asset Allocation, Estate Planning, Strategic Financial...
Education
Marshall University 2000 — 2003
Bachelor of Business Administration, Finance / Management
Case Western Reserve University 1998 — 2000
Genetic Engineering
Triad Advisors March 2015 - Present
Giddyup Gear June 2013 - Present
Synovus Securities, Inc. March 2014 - March 2015
Cedar Brook Financial Partners 2010 - 2012
Cedar Brook Financial Partners 2008 - 2012
NatCity Investments (acquired by PNC) 2006 - 2008
NatCity Investments 2004 - 2006
NatCity Investments 2003 - 2004
Skills
Series 7, Finance, Series 24, Mutual Funds, Financial Services, Series 66, Series 31, Risk Management, Alternative Investments, Financial Advisory, Series 63, Investment Advisory, Securities, Management, Financial Risk, Retirement Planning, Wealth Management, Process Improvement, Fixed Annuities, Investments, Retirement, Asset Allocation, Estate Planning, Strategic Financial...
Education
Marshall University 2000 — 2003
Bachelor of Business Administration, Finance / Management
Case Western Reserve University 1998 — 2000
Genetic Engineering
Heather Augustine Heather Augustine's NatCity Investments Experience March 2003 - September 2006
Job Senior Compliance Consultant at Hardin Compliance Consulting LLC
Industry Financial Services
Experience
Hardin Compliance Consulting LLC June 2015 - Present
FTJ FundChoice July 2012 - March 2015
Capital Analysts, an affilate of Western and Southern Financial Group February 2008 - July 2012
NatCity Investments March 2003 - September 2006
Gratry and Company March 2000 - March 2003
Skills
FINRA, Series 63, Investments, Wealth Management, Financial Services, Asset Managment, Business Development, AML, Risk Management, OFAC, Financial Advisory, Equities, Policy, Due Diligence, Banking, Financial Risk, Series 24, Series 7
Education
University of Cincinnati 1990 — 1993
B.A., International Relations
Hardin Compliance Consulting LLC June 2015 - Present
FTJ FundChoice July 2012 - March 2015
Capital Analysts, an affilate of Western and Southern Financial Group February 2008 - July 2012
NatCity Investments March 2003 - September 2006
Gratry and Company March 2000 - March 2003
Skills
FINRA, Series 63, Investments, Wealth Management, Financial Services, Asset Managment, Business Development, AML, Risk Management, OFAC, Financial Advisory, Equities, Policy, Due Diligence, Banking, Financial Risk, Series 24, Series 7
Education
University of Cincinnati 1990 — 1993
B.A., International Relations
Fred Sudler's NatCity Investments Experience 1999 - 2001
Job Support Team Lead at Seven Corners, Inc.
Industry Information Technology and Services
Experience
Seven Corners, Inc. November 2014 - Present
Seven Corners, Inc. March 2011 - November 2014
Sahasra Technologies January 2010 - March 2011
TEKsystems October 2007 - January 2010
YWS Consulting October 2009 - December 2009
Indiana Convention Center & RCA Dome June 2001 - October 2007
NatCity Investments 1999 - 2001
Skills
SharePoint, TFS, Project Server, SDLC, Software Documentation, Microsoft SQL Server, Requirements Analysis, Visio, Agile Methodologies, SQL, Databases, Testing, Active Directory, Laserfiche, Powershell
Education
Moody Bible Institute 2015 — 2022
Bachelor of Science (B.S.), Theology and Cultural Engagement
Ivy Tech Community College 2007 — 2008
Technical Certificate - Visual Programming, Computer Information Systems - Programming
Seven Corners, Inc. November 2014 - Present
Seven Corners, Inc. March 2011 - November 2014
Sahasra Technologies January 2010 - March 2011
TEKsystems October 2007 - January 2010
YWS Consulting October 2009 - December 2009
Indiana Convention Center & RCA Dome June 2001 - October 2007
NatCity Investments 1999 - 2001
Skills
SharePoint, TFS, Project Server, SDLC, Software Documentation, Microsoft SQL Server, Requirements Analysis, Visio, Agile Methodologies, SQL, Databases, Testing, Active Directory, Laserfiche, Powershell
Education
Moody Bible Institute 2015 — 2022
Bachelor of Science (B.S.), Theology and Cultural Engagement
Ivy Tech Community College 2007 — 2008
Technical Certificate - Visual Programming, Computer Information Systems - Programming
Julie A. Williams's NatCity Investments Experience February 2004 - December 2008
Job Vice President and Assistant Director of Compliance at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation December 2008 - Present
NatCity Investments February 2004 - December 2008
Wachovia Securities Financial Network July 1996 - February 2004
Skills
Investment Advisory, Financial Services, Risk Management, Regulatory Compliance, Compliance Management
Education
Purdue University 1988 — 1993
Bachelor of Arts (B.A.), Pre-Physical Therapy Studies/Pre-Medicine Studies
City Securities Corporation December 2008 - Present
NatCity Investments February 2004 - December 2008
Wachovia Securities Financial Network July 1996 - February 2004
Skills
Investment Advisory, Financial Services, Risk Management, Regulatory Compliance, Compliance Management
Education
Purdue University 1988 — 1993
Bachelor of Arts (B.A.), Pre-Physical Therapy Studies/Pre-Medicine Studies
Shannon LaMere-Childs Shannon LaMere-Childs's NatCity Investments Experience November 2007 - August 2009
Job Financial Advisor at Arner Investment Management
Industry Financial Services
Experience
Arner Investment Management May 2014 - Present
PNC Investments August 2009 - May 2014
NatCity Investments November 2007 - August 2009
Skills
Finance, Securities, Investment Management, Series 7, Retirement Planning, Series 63, Mutual Funds, Wealth Management, Retirement, Fixed Annuities, Asset Allocation, Investments, Strategic Financial..., Uniform Combined State..., Investment Advisory, 401k, Financial Advisory, Estate Planning, Portfolio Management, Mortgage Lending
Education
Michigan State University 2001 — 2004
Bachelor's Degree, Communication, General
Arner Investment Management May 2014 - Present
PNC Investments August 2009 - May 2014
NatCity Investments November 2007 - August 2009
Skills
Finance, Securities, Investment Management, Series 7, Retirement Planning, Series 63, Mutual Funds, Wealth Management, Retirement, Fixed Annuities, Asset Allocation, Investments, Strategic Financial..., Uniform Combined State..., Investment Advisory, 401k, Financial Advisory, Estate Planning, Portfolio Management, Mortgage Lending
Education
Michigan State University 2001 — 2004
Bachelor's Degree, Communication, General
Angela J. Graham, MPH, CPH Angela J. Graham, MPH, CPH's NatCity Investments Experience October 2006 - June 2007
Job Public Health Professional
Industry Government Administration
Experience
Louisville Metro Government July 2015 - Present
Nielsen (formerly Harris Interactive) 2014 - July 2015
National MS Society, Kentucky/Southeast Indiana Chapter May 2014 - December 2014
Harris Interactive Inc. November 2012 - 2014
Harris Interactive October 2009 - November 2012
Harris Interactive August 2007 - September 2009
NatCity Investments October 2006 - June 2007
Skills
Data Analysis, Market Research, Project Management, Survey Research, Statistics, Public Health, Management
Education
University of Louisville School of Public Health and Information Sciences 2012 — 2015
MPH, Epidemiology
Case Western Reserve University 2002 — 2006
BA, Economics, English
Louisville Metro Government July 2015 - Present
Nielsen (formerly Harris Interactive) 2014 - July 2015
National MS Society, Kentucky/Southeast Indiana Chapter May 2014 - December 2014
Harris Interactive Inc. November 2012 - 2014
Harris Interactive October 2009 - November 2012
Harris Interactive August 2007 - September 2009
NatCity Investments October 2006 - June 2007
Skills
Data Analysis, Market Research, Project Management, Survey Research, Statistics, Public Health, Management
Education
University of Louisville School of Public Health and Information Sciences 2012 — 2015
MPH, Epidemiology
Case Western Reserve University 2002 — 2006
BA, Economics, English
Michele Cohn Michele Cohn's NatCity Investments Experience September 1997 - January 2004
Job Accountant at Rebecca Ray Designs
Industry Retail
Experience
Rebecca Ray Designs October 2011 - Present
STACK CONTAINER January 2004 - November 2010
NatCity Investments September 1997 - January 2004
Education
Cleveland State University 1991 — 1995
BS, Accounting
Rebecca Ray Designs October 2011 - Present
STACK CONTAINER January 2004 - November 2010
NatCity Investments September 1997 - January 2004
Education
Cleveland State University 1991 — 1995
BS, Accounting
Geanine Niverson Geanine Niverson's NatCity Investments Experience May 1995 - April 2009
Job Registered Client Service Associate at Raymond James
Industry Financial Services
Experience
Raymond James April 2009 - Present
NatCity Investments May 1995 - April 2009
Skills
Securities, Series 7, Series 63, Life Insurance
Education
Indiana Business College 1990 — 1992
Associate, Accounting
Mississinewa high School 1982 — 1986
Raymond James April 2009 - Present
NatCity Investments May 1995 - April 2009
Skills
Securities, Series 7, Series 63, Life Insurance
Education
Indiana Business College 1990 — 1992
Associate, Accounting
Mississinewa high School 1982 — 1986
Kelly Gedeon Kelly Gedeon's NatCity Investments Experience October 2003 - November 2008
Job Senior Credit Analyst at Tarkett NA
Industry Building Materials
Experience
Tarkett NA July 2013 - Present
Aleris June 2011 - May 2013
Aleris November 2008 - June 2011
NatCity Investments October 2003 - November 2008
NatCity Investments December 2000 - October 2003
McDonald Investments December 1995 - December 2000
Skills
Financial Analysis, Hedging, Cash, Cash Management, Financial Reporting, Aluminum, FX Options, Forecasting, Banking, General Ledger, Process Improvement, Treasury Management, Investments, Derivatives, Financial Risk
Education
Malone College 2005 — 2007
Bachelor's degree, Organizational Leadership
Cuyahoga Community College 1995 — 1999
Associate's degree, Accounting
Tarkett NA July 2013 - Present
Aleris June 2011 - May 2013
Aleris November 2008 - June 2011
NatCity Investments October 2003 - November 2008
NatCity Investments December 2000 - October 2003
McDonald Investments December 1995 - December 2000
Skills
Financial Analysis, Hedging, Cash, Cash Management, Financial Reporting, Aluminum, FX Options, Forecasting, Banking, General Ledger, Process Improvement, Treasury Management, Investments, Derivatives, Financial Risk
Education
Malone College 2005 — 2007
Bachelor's degree, Organizational Leadership
Cuyahoga Community College 1995 — 1999
Associate's degree, Accounting
Mark Sloan, CFP® Mark Sloan, CFP®'s NatCity Investments Experience March 2003 - October 2006
Job Investment Executive, Vice President at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities October 2006 - Present
NatCity Investments March 2003 - October 2006
Comerica Bank November 2000 - March 2003
Skills
Series 63, Series 7, Investments, Investment Advisory, Retirement Planning, Certified Financial..., Series 65, Series 24, Life Insurance, Variable Annuities, Health Insurance, Strategic Financial..., Financial Markets, Financial Analysis, Financial Services, Investment Strategies, Alternative Investments, Retirement Plan..., Qualified Retirement..., Retirement Savings
Education
Oakland University
Bachelor of Arts (BA), Marketing
Fifth Third Securities October 2006 - Present
NatCity Investments March 2003 - October 2006
Comerica Bank November 2000 - March 2003
Skills
Series 63, Series 7, Investments, Investment Advisory, Retirement Planning, Certified Financial..., Series 65, Series 24, Life Insurance, Variable Annuities, Health Insurance, Strategic Financial..., Financial Markets, Financial Analysis, Financial Services, Investment Strategies, Alternative Investments, Retirement Plan..., Qualified Retirement..., Retirement Savings
Education
Oakland University
Bachelor of Arts (BA), Marketing
Sara Plunkett-Grissom's NatCity Investments Experience 1998 - 2000
Job Registrar at Dugger Union Community Schools
Industry Education Management
Experience
Dugger Union Community Schools July 2015 - Present
Springer Insurance & Financial Services, Inc. July 2013 - July 2015
Morgan Stanley 2012 - 2013
SFS Financial Services 2012 - 2012
ING 2000 - 2005
NatCity Investments 1998 - 2000
Education
University of Indianapolis
B.S., Organizational Leadership
Dugger Union Community Schools July 2015 - Present
Springer Insurance & Financial Services, Inc. July 2013 - July 2015
Morgan Stanley 2012 - 2013
SFS Financial Services 2012 - 2012
ING 2000 - 2005
NatCity Investments 1998 - 2000
Education
University of Indianapolis
B.S., Organizational Leadership
Beth Stith Beth Stith's NatCity Investments Experience 2004 - 2006
Job Financial Advisor, RJFS at First Financial Wealth Management
Industry Financial Services
Experience
First Financial Wealth Management January 2013 - January 2015
Edward Jones November 2010 - April 2012
Fifth Third Securities 2006 - 2010
NatCity Investments 2004 - 2006
Skills
Series 7, Series 63, Life Health & Variable..., Retirement Planning, Retirement Income..., Mutual Funds, Investment Advisory, Finance, Investments, Securities, Banking, Financial Advisory
Education
College of Mount St. Joseph 1988 — 1993
Bachelor of Science, Business Marketing
First Financial Wealth Management January 2013 - January 2015
Edward Jones November 2010 - April 2012
Fifth Third Securities 2006 - 2010
NatCity Investments 2004 - 2006
Skills
Series 7, Series 63, Life Health & Variable..., Retirement Planning, Retirement Income..., Mutual Funds, Investment Advisory, Finance, Investments, Securities, Banking, Financial Advisory
Education
College of Mount St. Joseph 1988 — 1993
Bachelor of Science, Business Marketing
Christy Coffman Christy Coffman's NatCity Investments Experience September 2002 - January 2006
Job Director of Finance Global AOS
Industry Mining & Metals
Experience
Aleris International, Inc. November 2007 - Present
KPMG 2006 - 2007
NatCity Investments September 2002 - January 2006
TH Inc. 2000 - 2002
Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, Cost Accounting, Financial Reporting, Sarbanes-Oxley, Auditing, Process Improvement, Financial Audits, General Ledger, Accounting, Financial Analysis, Financial Accounting, Enterprise Risk..., Financial Risk
Education
Kent State University 1998 — 2001
Business, Accounting
Aleris International, Inc. November 2007 - Present
KPMG 2006 - 2007
NatCity Investments September 2002 - January 2006
TH Inc. 2000 - 2002
Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, Cost Accounting, Financial Reporting, Sarbanes-Oxley, Auditing, Process Improvement, Financial Audits, General Ledger, Accounting, Financial Analysis, Financial Accounting, Enterprise Risk..., Financial Risk
Education
Kent State University 1998 — 2001
Business, Accounting
Shawn Simmons's NatCity Investments Experience March 1993 - June 2008
Job SVPUBS
Industry Financial Services
Experience
UBS June 2008 - Present
NatCity Investments March 1993 - June 2008
Skills
Certified Financial..., Retirement Planning, Investments
Education
Indiana University Bloomington 1983 — 1987
BS, Finance
UBS June 2008 - Present
NatCity Investments March 1993 - June 2008
Skills
Certified Financial..., Retirement Planning, Investments
Education
Indiana University Bloomington 1983 — 1987
BS, Finance
Pamela Sawyer's NatCity Investments Experience August 2000 - October 2001
Job Proprieter at PS Inspection LLC
Industry Insurance
Experience
PS Inspection LLC May 2006 - Present
Pam's Event Services August 2005 - February 2006
International Excess Agency August 2004 - September 2005
NatCity Investments August 2000 - October 2001
National Interstate Insurance Company 1997 - 2000
Myers Reese Insurance Agency February 1995 - August 1997
Education
Lakeland Community College 2002 — 2005
Business Management, Business, E-commerce
PS Inspection LLC May 2006 - Present
Pam's Event Services August 2005 - February 2006
International Excess Agency August 2004 - September 2005
NatCity Investments August 2000 - October 2001
National Interstate Insurance Company 1997 - 2000
Myers Reese Insurance Agency February 1995 - August 1997
Education
Lakeland Community College 2002 — 2005
Business Management, Business, E-commerce
David Lebedeff's NatCity Investments Experience December 1992 - February 1997
Job
Industry Computer Software
Experience
Saba Software, Inc. July 2007 - June 2008
@Road, Inc. December 2000 - February 2007
Legato Systems, Inc. June 2000 - November 2000
ACCMA Investment Advisors, Inc. December 1998 - May 2000
NatCity Investments December 1992 - February 1997
Merchants National Corp. October 1989 - May 1992
Merchants National Corp. January 1984 - October 1989
Education
University of Indianapolis - School of Business 1982 — 1986
MBA
Purdue University - Krannert School of Management 1976 — 1980
BS
Purdue University 1976 — 1979
BA
Crawfordsville High School
Saba Software, Inc. July 2007 - June 2008
@Road, Inc. December 2000 - February 2007
Legato Systems, Inc. June 2000 - November 2000
ACCMA Investment Advisors, Inc. December 1998 - May 2000
NatCity Investments December 1992 - February 1997
Merchants National Corp. October 1989 - May 1992
Merchants National Corp. January 1984 - October 1989
Education
University of Indianapolis - School of Business 1982 — 1986
MBA
Purdue University - Krannert School of Management 1976 — 1980
BS
Purdue University 1976 — 1979
BA
Crawfordsville High School
Brent Wagner, CRPC, CRPS's NatCity Investments Experience 2000 - 2005
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch December 2011 - Present
Morgan Stanley Smith Barney February 2010 - November 2011
NatCity Investments 2000 - 2005
Skills
Series 7, Wealth Management, Retirement Planning, Strategic Financial..., Investment Strategies, Mutual Funds, Estate Planning, IRAs, Portfolio Management, Investment Management, 401k
Education
The Ohio State University 1996 — 2002
Bachelor of Science (B.S.), Financial Management
Merrill Lynch December 2011 - Present
Morgan Stanley Smith Barney February 2010 - November 2011
NatCity Investments 2000 - 2005
Skills
Series 7, Wealth Management, Retirement Planning, Strategic Financial..., Investment Strategies, Mutual Funds, Estate Planning, IRAs, Portfolio Management, Investment Management, 401k
Education
The Ohio State University 1996 — 2002
Bachelor of Science (B.S.), Financial Management
Kristi Ziegler Eberhardt's NatCity Investments Experience 2001 - 2009
Job Director
Industry Capital Markets
Experience
PNC Capital Markets October 2009 - Present
NatCity Investments 2001 - 2009
Huntington National Bank 1991 - 2001
Education
Otterbein College
Bachelor, Finance
Archbold High School
PNC Capital Markets October 2009 - Present
NatCity Investments 2001 - 2009
Huntington National Bank 1991 - 2001
Education
Otterbein College
Bachelor, Finance
Archbold High School
Matt Engerer's NatCity Investments Experience January 1995 - November 1999
Job Vice President Investments at Raymond James,CRPC®, AIF®, 20122014 Five Star Wealth Manager Award Winner
Industry Financial Services
Experience
Raymond James August 2005 - Present
Morgan Stanley Dean Witter November 1999 - August 2005
Natcity Investments January 1995 - November 1999
Skills
Investments, Retirement, Financial Advisory, Securities, Investment Strategies, Retirement Planning, Wealth Management, 401k, Pensions, Series 7, Series 63, Fixed Annuities, Insurance, Series 6
Education
Indiana University Bloomington 1985 — 1989
Bachelor of Science (B.S.), Business
Raymond James August 2005 - Present
Morgan Stanley Dean Witter November 1999 - August 2005
Natcity Investments January 1995 - November 1999
Skills
Investments, Retirement, Financial Advisory, Securities, Investment Strategies, Retirement Planning, Wealth Management, 401k, Pensions, Series 7, Series 63, Fixed Annuities, Insurance, Series 6
Education
Indiana University Bloomington 1985 — 1989
Bachelor of Science (B.S.), Business
Doug Hammel's NatCity Investments Experience 1998 - 2001
Job Exclusive Agent at Allstate
Industry Insurance
Experience
Allstate August 2014 - Present
Old National Bank March 2002 - August 2014
Hub Printing 1981 - 2006
Hilliard Lyons 2000 - 2002
NatCity Investments 1998 - 2001
JTA Business Forms 1991 - 1998
Skills
Loans, Commercial Lending, Finance, Credit, Banking, Credit Analysis, Consumer Lending, Small Business Lending, Commercial Banking, Mortgage Lending, Portfolio Management, Mortgage Banking, Underwriting, Loan Origination, Lines Of Credit, Financial Analysis, Retail Banking, Credit Risk, Risk Management, Due Diligence, Investments, Asset Management, Financial Risk, Small Business, Cash Management, Commercial Mortgages, Treasury Management, Real Estate, Insurance, Property & Casualty..., Licensed Property &..., Homeowners Insurance, Motorcycle Insurance, Liability Insurance, Term Life Insurance, Life Insurance, Commercial Insurance, Customer Service, Small Business Insurance, Renters Insurance, Liability, Homeowners, Management, Financial Services, Sales, Strategic Planning, Financial Planning, Team Building, Leadership, Retirement Planning
Education
Southern Illinois University, Edwardsville 2003 — 2008
MBA, Business, Management, Marketing, and Related Support Services
University of Illinois at Urbana-Champaign 1977 — 1981
Bachelor of Science (B.S.), Agricultural Science
Allstate August 2014 - Present
Old National Bank March 2002 - August 2014
Hub Printing 1981 - 2006
Hilliard Lyons 2000 - 2002
NatCity Investments 1998 - 2001
JTA Business Forms 1991 - 1998
Skills
Loans, Commercial Lending, Finance, Credit, Banking, Credit Analysis, Consumer Lending, Small Business Lending, Commercial Banking, Mortgage Lending, Portfolio Management, Mortgage Banking, Underwriting, Loan Origination, Lines Of Credit, Financial Analysis, Retail Banking, Credit Risk, Risk Management, Due Diligence, Investments, Asset Management, Financial Risk, Small Business, Cash Management, Commercial Mortgages, Treasury Management, Real Estate, Insurance, Property & Casualty..., Licensed Property &..., Homeowners Insurance, Motorcycle Insurance, Liability Insurance, Term Life Insurance, Life Insurance, Commercial Insurance, Customer Service, Small Business Insurance, Renters Insurance, Liability, Homeowners, Management, Financial Services, Sales, Strategic Planning, Financial Planning, Team Building, Leadership, Retirement Planning
Education
Southern Illinois University, Edwardsville 2003 — 2008
MBA, Business, Management, Marketing, and Related Support Services
University of Illinois at Urbana-Champaign 1977 — 1981
Bachelor of Science (B.S.), Agricultural Science
Ryan Stefan's NatCity Investments Experience 2000 - 2003
Job Senior Vice President at Piper Jaffray
Industry Capital Markets
Experience
Piper Jaffray February 2012 - Present
Fifth Third Securities, Inc. April 2003 - February 2012
NatCity Investments 2000 - 2003
Skills
Series 7, Investment Banking, Series 63, Series 53, Public Finance, Leases
Education
Cleveland State University 2003 — 2004
MBA, Finance
Fordham University 1994 — 1998
Bachelor of Science (BS), Accounting and Economics
Piper Jaffray February 2012 - Present
Fifth Third Securities, Inc. April 2003 - February 2012
NatCity Investments 2000 - 2003
Skills
Series 7, Investment Banking, Series 63, Series 53, Public Finance, Leases
Education
Cleveland State University 2003 — 2004
MBA, Finance
Fordham University 1994 — 1998
Bachelor of Science (BS), Accounting and Economics
Christine Robinette's NatCity Investments Experience 2002 - 2006
Job Vice President at U.S. Bank
Industry Banking
Experience
U.S. Bank 2007 - Present
GMAC ResCap 2006 - 2007
NatCity Investments 2002 - 2006
Education
William Mitchell College of Law 1993 — 1998
U.S. Bank 2007 - Present
GMAC ResCap 2006 - 2007
NatCity Investments 2002 - 2006
Education
William Mitchell College of Law 1993 — 1998
Gary Cui's NatCity Investments Experience February 2006 - December 2008
Job Managing Director at PNC Bank
Industry Financial Services
Experience
PNC Capital Markets 2006 - Present
NatCity Investments February 2006 - December 2008
GMRC-RFC Securities 2005 - 2006
Freddie Mac 1998 - 2005
Skills
Fixed Income, Valuation, Investments, Bloomberg, Financial Modeling, Equities, Hedge Funds, Credit, Banking, Credit Risk, Securities, Financial Analysis, Credit Analysis
Education
University of Maryland College Park 1995 — 1998
Master of Business Administration (MBA), Financial Mathematics
Nankai University 1988 — 1992
BS, International Finance
PNC Capital Markets 2006 - Present
NatCity Investments February 2006 - December 2008
GMRC-RFC Securities 2005 - 2006
Freddie Mac 1998 - 2005
Skills
Fixed Income, Valuation, Investments, Bloomberg, Financial Modeling, Equities, Hedge Funds, Credit, Banking, Credit Risk, Securities, Financial Analysis, Credit Analysis
Education
University of Maryland College Park 1995 — 1998
Master of Business Administration (MBA), Financial Mathematics
Nankai University 1988 — 1992
BS, International Finance
Julie Nicholas, CEP's NatCity Investments Experience April 2000 - April 2003
Job Benefits Analyst at PNC
Industry Banking
Experience
PNC October 2005 - Present
National City Bank April 2003 - October 2005
NatCity Investments April 2000 - April 2003
Skills
Deferred Compensation, Payroll, 401k, Human Resources, Equities, PeopleSoft, Options, Customer Service, Excel, Word, Restricted Stock, Equity Edge, Payroll Taxes, Non-Qualified Deferred...
Education
Cuyahoga Community College
Associates, Associate of Arts
Baldwin Wallace College
Pursuing my Bachelors Degree
PNC October 2005 - Present
National City Bank April 2003 - October 2005
NatCity Investments April 2000 - April 2003
Skills
Deferred Compensation, Payroll, 401k, Human Resources, Equities, PeopleSoft, Options, Customer Service, Excel, Word, Restricted Stock, Equity Edge, Payroll Taxes, Non-Qualified Deferred...
Education
Cuyahoga Community College
Associates, Associate of Arts
Baldwin Wallace College
Pursuing my Bachelors Degree
Mickey McNamee's NatCity Investments Experience 2002 - 2004
Job Business Solutions Expert
Industry Accounting
Experience
The McNamee Group March 2009 - Present
SGS North America, Oil, Gas and Chemicals May 2008 - March 2009
Independant Consultant May 2004 - April 2008
NatCity Investments 2002 - 2004
Jefferson Wells 1998 - 2002
Ernst & Young 1994 - 1998
Skills
Management Consulting, Process Improvement, Mergers, Business Process..., Internal Controls, Strategic Planning, Acquisition Integration, Due Diligence, Change Management, Risk Management, Business Strategy, Financial Analysis, Sarbanes-Oxley Act, Strategy, Consulting, Forecasting, Business Analysis, Analysis, Finance, Business Process
Education
University of Notre Dame 1990 — 1994
MA, Accounting
The McNamee Group March 2009 - Present
SGS North America, Oil, Gas and Chemicals May 2008 - March 2009
Independant Consultant May 2004 - April 2008
NatCity Investments 2002 - 2004
Jefferson Wells 1998 - 2002
Ernst & Young 1994 - 1998
Skills
Management Consulting, Process Improvement, Mergers, Business Process..., Internal Controls, Strategic Planning, Acquisition Integration, Due Diligence, Change Management, Risk Management, Business Strategy, Financial Analysis, Sarbanes-Oxley Act, Strategy, Consulting, Forecasting, Business Analysis, Analysis, Finance, Business Process
Education
University of Notre Dame 1990 — 1994
MA, Accounting
Gary Sulaski's NatCity Investments Experience 2003 - 2007
Job Senior Vice President, Institutional Sales
Industry Financial Services
Experience
Regional Broker Dealer May 2006 - Present
NatCity Investments 2003 - 2007
Education
Rockford University 1983 — 1986
Regional Broker Dealer May 2006 - Present
NatCity Investments 2003 - 2007
Education
Rockford University 1983 — 1986
Marc Laureano's NatCity Investments Experience May 2006 - June 2008
Job Supervising Principal at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning June 2008 - Present
Capital Analysts/Lincoln Investments June 2008 - Present
NatCity Investments May 2006 - June 2008
Fifth Third Securities Inc May 2005 - May 2006
First Tennessee Brokerage February 2004 - May 2005
First Tennessee Brokerage February 2000 - January 2004
Skills
Risk Management, Securities, Financial Risk, Bank Secrecy Act, Fraud, Series 7, Due Diligence, KYC, Mutual Funds, Wealth Management, Financial Services, Retail Banking, Series 63, Series 24, Insurance, FINRA, USA PATRIOT Act
Education
The University of Memphis 1995 — 1999
Bachelor of Business Administration, Finance
Lincoln Investment Planning June 2008 - Present
Capital Analysts/Lincoln Investments June 2008 - Present
NatCity Investments May 2006 - June 2008
Fifth Third Securities Inc May 2005 - May 2006
First Tennessee Brokerage February 2004 - May 2005
First Tennessee Brokerage February 2000 - January 2004
Skills
Risk Management, Securities, Financial Risk, Bank Secrecy Act, Fraud, Series 7, Due Diligence, KYC, Mutual Funds, Wealth Management, Financial Services, Retail Banking, Series 63, Series 24, Insurance, FINRA, USA PATRIOT Act
Education
The University of Memphis 1995 — 1999
Bachelor of Business Administration, Finance
Matt Cannon's NatCity Investments Experience January 1994 - August 1995
Job Broker Associate CRB, CRS, GRI, ABR at Michael Saunders & Company
Industry Real Estate
Experience
Michael Saunders & Company May 2009 - Present
Lee Wetherington Homes October 2005 - May 2009
Michael Saunders & Company December 2004 - October 2005
Cannon Real Estate August 1995 - December 2004
NatCity Investments January 1994 - August 1995
Skills
Waterfront Property..., Residential Home and..., New Home Sales, Condos, Residential Homes, Sellers, Real Estate, Selling, Real Estate Transactions, ABR, Sales, Waterfront, Vacation Homes, Referrals, Investments, Council of Residential..., Listings, Brokerage, REO, Negotiation, Luxury, Relocation, Investment Properties, Short Sales, Single Family Homes
Education
National Association of Medical Sales Representatives 2012 — 2012
Registered Medical Sales Representative, Medical Sales, Certified Registered Medical Sales Representative
Indiana Wesleyan University 1995 — 1998
MBA, Master of Business Administration
Purdue University 1990 — 1993
Bachelor of Science, Management/Finance
Michael Saunders & Company May 2009 - Present
Lee Wetherington Homes October 2005 - May 2009
Michael Saunders & Company December 2004 - October 2005
Cannon Real Estate August 1995 - December 2004
NatCity Investments January 1994 - August 1995
Skills
Waterfront Property..., Residential Home and..., New Home Sales, Condos, Residential Homes, Sellers, Real Estate, Selling, Real Estate Transactions, ABR, Sales, Waterfront, Vacation Homes, Referrals, Investments, Council of Residential..., Listings, Brokerage, REO, Negotiation, Luxury, Relocation, Investment Properties, Short Sales, Single Family Homes
Education
National Association of Medical Sales Representatives 2012 — 2012
Registered Medical Sales Representative, Medical Sales, Certified Registered Medical Sales Representative
Indiana Wesleyan University 1995 — 1998
MBA, Master of Business Administration
Purdue University 1990 — 1993
Bachelor of Science, Management/Finance
Bruce Roby's NatCity Investments Experience 2005 - 2008
Job Investment Executive at Fifth Third Securities
Industry Investment Management
Experience
Fifth Third Securities July 2010 - Present
JPMorgan Chase 2008 - September 2010
NatCity Investments 2005 - 2008
Education
Miami University
Western Reserve Academy
Fifth Third Securities July 2010 - Present
JPMorgan Chase 2008 - September 2010
NatCity Investments 2005 - 2008
Education
Miami University
Western Reserve Academy
Doug Fortner's NatCity Investments Experience 1999 - 2001
Job CEO/Principle/Owner Benlife, Inc.
Industry Insurance
Experience
Benlife,Inc DBA Florida Benefits - Offering Florida Blue Health Insurance June 2003 - Present
Insurance Direct 2005 - 2011
Easy Rest 2001 - 2003
Natcity Investments 1999 - 2001
Shelter Insurance 1985 - 1999
Skills
Insurance, Sales Management, Term Life Insurance, Professional Liability, Finance, Health Insurance, Small Business
Education
Indiana Wesleyan University 1991 — 1995
BSM, Management
Benlife,Inc DBA Florida Benefits - Offering Florida Blue Health Insurance June 2003 - Present
Insurance Direct 2005 - 2011
Easy Rest 2001 - 2003
Natcity Investments 1999 - 2001
Shelter Insurance 1985 - 1999
Skills
Insurance, Sales Management, Term Life Insurance, Professional Liability, Finance, Health Insurance, Small Business
Education
Indiana Wesleyan University 1991 — 1995
BSM, Management
Mark Kovachick's NatCity Investments Experience 2006 - 2009
Job Chief Financial Officer at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets November 2011 - Present
Capital Analysts Incorporated 2010 - 2011
Capital Analysts Incorporated 2009 - 2010
NatCity Investments 2006 - 2009
National City Bank 2004 - 2006
National City Bank 1998 - 2004
Wells Fargo 1996 - 1998
Wells Fargo 1994 - 1996
Deloitte & Touche 1990 - 1994
Skills
Financial Reporting, Internal Controls, SEC filings, Financial Analysis, Financial Modeling, Corporate Finance, Strategic Financial..., Due Diligence, Mergers & Acquisitions, Capital Markets, Investments, Accounting, Banking, Risk Management, Finance, Treasury Management, Asset Management, Cash Management, Portfolio Management
Education
University of Minnesota-Twin Cities 1995 — 1997
MBA, Finance
The Ohio State University 1985 — 1990
Bachelors, Business
KeyBanc Capital Markets November 2011 - Present
Capital Analysts Incorporated 2010 - 2011
Capital Analysts Incorporated 2009 - 2010
NatCity Investments 2006 - 2009
National City Bank 2004 - 2006
National City Bank 1998 - 2004
Wells Fargo 1996 - 1998
Wells Fargo 1994 - 1996
Deloitte & Touche 1990 - 1994
Skills
Financial Reporting, Internal Controls, SEC filings, Financial Analysis, Financial Modeling, Corporate Finance, Strategic Financial..., Due Diligence, Mergers & Acquisitions, Capital Markets, Investments, Accounting, Banking, Risk Management, Finance, Treasury Management, Asset Management, Cash Management, Portfolio Management
Education
University of Minnesota-Twin Cities 1995 — 1997
MBA, Finance
The Ohio State University 1985 — 1990
Bachelors, Business
Scott Brechmacher's NatCity Investments Experience August 2001 - January 2003
Job Research Analyst at BCS, Incorporated
Industry Higher Education
Experience
BCS, Incorporated July 2014 - Present
Indiana University Bloomington August 2011 - December 2013
Environmental Defense Fund March 2013 - September 2013
National Governors Association May 2013 - August 2013
Environmental Defense Fund May 2012 - August 2012
Indiana University Health April 2007 - August 2011
Myers and Stauffer LC May 2003 - April 2007
NatCity Investments August 2001 - January 2003
Skills
Data Analysis, Access, SPSS, Research, Analysis, SAS, Microsoft Excel, Financial Analysis, Program Evaluation, Microsoft Office, Non-profits, Microsoft Word, Accounting, Public Speaking, Statistics, Customer Service, Healthcare, Sustainability, Benefit Cost Analysis, Financial Modeling, Leadership, Energy Policy, Renewable Energy, Energy Efficiency, Team Leadership, Energy, Behavior Change, Policy Analysis, PowerPoint, Process Improvement, SQL, Policy, Stata, Qualitative Research, Public Policy
Education
Indiana University Bloomington 2011 — 2013
MSES/MPA, Energy and Sustainable Development
Anderson University 2008 — 2010
Master of Business Administration, MBA
Anderson University 1996 — 2000
Bachelor of Arts, Finance
BCS, Incorporated July 2014 - Present
Indiana University Bloomington August 2011 - December 2013
Environmental Defense Fund March 2013 - September 2013
National Governors Association May 2013 - August 2013
Environmental Defense Fund May 2012 - August 2012
Indiana University Health April 2007 - August 2011
Myers and Stauffer LC May 2003 - April 2007
NatCity Investments August 2001 - January 2003
Skills
Data Analysis, Access, SPSS, Research, Analysis, SAS, Microsoft Excel, Financial Analysis, Program Evaluation, Microsoft Office, Non-profits, Microsoft Word, Accounting, Public Speaking, Statistics, Customer Service, Healthcare, Sustainability, Benefit Cost Analysis, Financial Modeling, Leadership, Energy Policy, Renewable Energy, Energy Efficiency, Team Leadership, Energy, Behavior Change, Policy Analysis, PowerPoint, Process Improvement, SQL, Policy, Stata, Qualitative Research, Public Policy
Education
Indiana University Bloomington 2011 — 2013
MSES/MPA, Energy and Sustainable Development
Anderson University 2008 — 2010
Master of Business Administration, MBA
Anderson University 1996 — 2000
Bachelor of Arts, Finance
Brad Denham's NatCity Investments Experience 1974 - 2003
Job Certified Identity Theft at Specialist Harvard Risk Management, Classroom Assistant Bloomington Elementary
Industry Security and Investigations
Experience
Empowered Sports Club December 2013 - August 2014
Ace Medical Supply Inc September 2013 - December 2013
Empowered Sports Club December 2012 - August 2013
Holiday Retirement November 2011 - December 2012
George Junior Republic of Indiana October 2009 - November 2011
Brad Denham Professional Development Coaching 2003 - November 2009
NatCity Investments 1974 - 2003
Skills
Strategic Planning, Marketing Strategy, Sales, Team Building, Marketing, Coaching, Business Strategy, Business Development, Leadership, Management, Sales Management, Budgets, Customer Service, New Business Development, Recruiting, Public Speaking, Finance
Education
Indiana University - Kelly School of Business 1971 — 1973
Finance
DePauw University 1969 — 1971
Empowered Sports Club December 2013 - August 2014
Ace Medical Supply Inc September 2013 - December 2013
Empowered Sports Club December 2012 - August 2013
Holiday Retirement November 2011 - December 2012
George Junior Republic of Indiana October 2009 - November 2011
Brad Denham Professional Development Coaching 2003 - November 2009
NatCity Investments 1974 - 2003
Skills
Strategic Planning, Marketing Strategy, Sales, Team Building, Marketing, Coaching, Business Strategy, Business Development, Leadership, Management, Sales Management, Budgets, Customer Service, New Business Development, Recruiting, Public Speaking, Finance
Education
Indiana University - Kelly School of Business 1971 — 1973
Finance
DePauw University 1969 — 1971
Chas Kipp's NatCity Investments Experience September 1992 - October 2002
Job Senior VP, MBS Securities
Industry Investment Management
Experience
Multi-Bank Securities October 2002 - Present
NatCity Investments September 1992 - October 2002
Plum Tree Pottery June 1991 - June 1992
Education
Baylor University 1989 — 1991
BA
Denison University 1987 — 1989
Multi-Bank Securities October 2002 - Present
NatCity Investments September 1992 - October 2002
Plum Tree Pottery June 1991 - June 1992
Education
Baylor University 1989 — 1991
BA
Denison University 1987 — 1989
Clark Dwight's NatCity Investments Experience Managing DirectorNatCity Investments1988 - Present
Job Managing Director at NatCity Investments
Industry Investment Banking
Experience
NatCity Investments Managing DirectorNatCity Investments1988 - Present
Education
Miami University 1975 — 1979
Finance
NatCity Investments Managing DirectorNatCity Investments1988 - Present
Education
Miami University 1975 — 1979
Finance
Paul Komlosi's NatCity Investments Experience 2002 - 2006
Job President at P3 Development Advisors, LLC
Industry Financial Services
Experience
P3 Development Advisors, LLC October 2007 - Present
RBC Capital Markets 2006 - 2007
NatCity Investments 2002 - 2006
McDonald Investments 1986 - 2001
Education
University of Notre Dame 1975 — 1979
BA, Government
P3 Development Advisors, LLC October 2007 - Present
RBC Capital Markets 2006 - 2007
NatCity Investments 2002 - 2006
McDonald Investments 1986 - 2001
Education
University of Notre Dame 1975 — 1979
BA, Government
Terri Kean's NatCity Investments Experience 2000 - 2002
Job Senior Vice President, Wealth Management at PNC Financial Services Group
Industry Banking
Experience
PNC Financial Services Group 2009 - Present
PNC Financial Services Group 2009 - Present
PNC Financial Services Group October 2008 - Present
PNC Financial Services Group September 1977 - Present
PNC Financial Services Group September 1977 - Present
National City, now a part of PNC January 1977 - Present
National City Bank 1997 - 2009
National City Bank 1977 - 2009
National City Corporation 1977 - October 2008
NatCity Investments 2000 - 2002
Skills
Wealth Management, Risk Management, Investments, Investment Management, Financial Services, Asset Managment, Portfolio Management, Asset Management, Management, Wealth Management..., Mutual Funds, Banking, Financial Analysis, Asset Allocation
Education
University of Illinois Springfield 1982 — 1985
Business Management - part time
PNC Financial Services Group 2009 - Present
PNC Financial Services Group 2009 - Present
PNC Financial Services Group October 2008 - Present
PNC Financial Services Group September 1977 - Present
PNC Financial Services Group September 1977 - Present
National City, now a part of PNC January 1977 - Present
National City Bank 1997 - 2009
National City Bank 1977 - 2009
National City Corporation 1977 - October 2008
NatCity Investments 2000 - 2002
Skills
Wealth Management, Risk Management, Investments, Investment Management, Financial Services, Asset Managment, Portfolio Management, Asset Management, Management, Wealth Management..., Mutual Funds, Banking, Financial Analysis, Asset Allocation
Education
University of Illinois Springfield 1982 — 1985
Business Management - part time
Barnhart Jamy's NatCity Investments Experience September 2001 - September 2004
Job HR Operations Service Center Manager
Industry Banking
Experience
PNC Bank August 2013 - Present
PNC Bank December 2009 - August 2013
PNC Service Center June 2006 - November 2009
Human Resources September 2004 - May 2006
NatCity Investments September 2001 - September 2004
KeyCorp May 1998 - September 2001
Education
Valley Forge High School
Cuyahoga Community College
Bachelors degree, Business
PNC Bank August 2013 - Present
PNC Bank December 2009 - August 2013
PNC Service Center June 2006 - November 2009
Human Resources September 2004 - May 2006
NatCity Investments September 2001 - September 2004
KeyCorp May 1998 - September 2001
Education
Valley Forge High School
Cuyahoga Community College
Bachelors degree, Business
Aaron Eckard's NatCity Investments Experience May 1998 - April 2003
Job Tech Specialist II at PNC Financial Services Group
Industry Financial Services
Experience
PNC Financial Services Group November 2009 - Present
National City, now a part of PNC May 1998 - January 2010
NatCity Investments May 1998 - April 2003
Trans Metrics, Inc. May 1985 - April 1998
Trans Metrics, Inc. May 1983 - April 1985
Skills
Troubleshooting, Organization, Visio, Disaster Recovery, Leadership, Software Documentation, Vendor Management, Computer Hardware, Software Installation
Education
Cuyahoga Community College 1984 — 1992
Associate of Applied Science, Industrial Management
Chagrin Falls High School ('83) 1980 — 1983
PNC Financial Services Group November 2009 - Present
National City, now a part of PNC May 1998 - January 2010
NatCity Investments May 1998 - April 2003
Trans Metrics, Inc. May 1985 - April 1998
Trans Metrics, Inc. May 1983 - April 1985
Skills
Troubleshooting, Organization, Visio, Disaster Recovery, Leadership, Software Documentation, Vendor Management, Computer Hardware, Software Installation
Education
Cuyahoga Community College 1984 — 1992
Associate of Applied Science, Industrial Management
Chagrin Falls High School ('83) 1980 — 1983
Mary Townsend, CIMA's NatCity Investments Experience 1994 - 1996
Job First Vice President Wealth Management UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services 1996 - Present
NatCity Investments 1994 - 1996
Smith Barney 1988 - 1994
Education
Wright State University 1980 — 1984
B.S, Finance
University of Pennsylvania - The Wharton School
CIMA, Finance
UBS Financial Services 1996 - Present
NatCity Investments 1994 - 1996
Smith Barney 1988 - 1994
Education
Wright State University 1980 — 1984
B.S, Finance
University of Pennsylvania - The Wharton School
CIMA, Finance
Steve Tyson, M.S.'s NatCity Investments Experience November 2008 - November 2009
Job Compliance Supervisor at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc. September 2012 - Present
Ameriprise Financial Services, Inc. June 2011 - August 2012
NatCity Investments November 2008 - November 2009
Wamu Investments October 2005 - October 2008
Citicorp Investment Services March 1999 - May 2004
Skills
Series 7, Portfolio Management, Wealth Management, Series 63, Strategic Financial..., Equities, Mutual Funds, Credit, Loans, Investments, Fixed Annuities, Securities, Series 24, Series 65, Licensed Life & Health..., Sales Management, Compliance, Retirement Planning, Banking, Finance
Education
Nova Southeastern University 2006 — 2009
M.S, Management/Leadership
Florida State University 1990 — 1992
B.S, Political Science
Virginia Commonwealth University 1988 — 1990
Political Science
Summit Brokerage Services, Inc. September 2012 - Present
Ameriprise Financial Services, Inc. June 2011 - August 2012
NatCity Investments November 2008 - November 2009
Wamu Investments October 2005 - October 2008
Citicorp Investment Services March 1999 - May 2004
Skills
Series 7, Portfolio Management, Wealth Management, Series 63, Strategic Financial..., Equities, Mutual Funds, Credit, Loans, Investments, Fixed Annuities, Securities, Series 24, Series 65, Licensed Life & Health..., Sales Management, Compliance, Retirement Planning, Banking, Finance
Education
Nova Southeastern University 2006 — 2009
M.S, Management/Leadership
Florida State University 1990 — 1992
B.S, Political Science
Virginia Commonwealth University 1988 — 1990
Political Science
Timothy Lathe's NatCity Investments Experience September 2004 - February 2009
Job Wealth Management Segment Head at Key Bank
Industry Banking
Experience
Key Bank Executive Vice President, Wealth Management Line of Business HeadNational City BankSeptember 2004 - February 2009
NatCity Investments September 2004 - February 2009
National City Bank August 2000 - September 2004
Education
Tulane University 1974 — 1978
BA, Economics
Key Bank Executive Vice President, Wealth Management Line of Business HeadNational City BankSeptember 2004 - February 2009
NatCity Investments September 2004 - February 2009
National City Bank August 2000 - September 2004
Education
Tulane University 1974 — 1978
BA, Economics
Eric Wheeler, CFP®'s NatCity Investments Experience March 1993 - June 2006
Job Financial Advisor & Branch Manager at Wheeler Wealth Management of Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC June 2006 - Present
NatCity Investments March 1993 - June 2006
Skills
Wealth Preservation..., Financial Advisory, Retirement Planning, Asset Management, Wealth Transfer, Investment Planning, College Education..., Estate Planning, Charitable Giving, Securities, Asset Allocation, Securities Based Lending, Cash Management
Education
DePauw University 1985 — 1989
B.A., Economics
Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC June 2006 - Present
NatCity Investments March 1993 - June 2006
Skills
Wealth Preservation..., Financial Advisory, Retirement Planning, Asset Management, Wealth Transfer, Investment Planning, College Education..., Estate Planning, Charitable Giving, Securities, Asset Allocation, Securities Based Lending, Cash Management
Education
DePauw University 1985 — 1989
B.A., Economics
Stephen Fleckenstein's NatCity Investments Experience September 1994 - September 1998
Job Director of New Product Development at DuoGard Industries
Industry Renewables & Environment
Experience
Duo-Gard Industries September 2008 - Present
Fleckenstein Asset Management September 1998 - September 2008
First of America Secruities 1994 - 2000
NatCity Investments September 1994 - September 1998
Skills
Product Development, Finance, Fixed Income, Management, Strategic Planning, Sales Management, Building Materials, Contract Management, Start-ups, Series 7, Team Leadership, Marketing Strategy, Budgets, Customer Service, Cross-functional Team..., Leadership, Strategic Financial..., Account Management, Market Development, Strategy, Contract Negotiation, Negotiation, Product Management, Team Building, Project Management, New Business Development, Purchasing, Security, Manufacturing, Sales, Inventory Management, Project Planning, Business Development, Sales Operations, Marketing, Operations Management, Business Planning, B2B, Selling
Education
University of Michigan 1981 — 1982
Masters of Art, Education
Western Michigan University - Haworth College of Business 1974 — 1978
Bachelor, Management, Industrial Psychology
Duo-Gard Industries September 2008 - Present
Fleckenstein Asset Management September 1998 - September 2008
First of America Secruities 1994 - 2000
NatCity Investments September 1994 - September 1998
Skills
Product Development, Finance, Fixed Income, Management, Strategic Planning, Sales Management, Building Materials, Contract Management, Start-ups, Series 7, Team Leadership, Marketing Strategy, Budgets, Customer Service, Cross-functional Team..., Leadership, Strategic Financial..., Account Management, Market Development, Strategy, Contract Negotiation, Negotiation, Product Management, Team Building, Project Management, New Business Development, Purchasing, Security, Manufacturing, Sales, Inventory Management, Project Planning, Business Development, Sales Operations, Marketing, Operations Management, Business Planning, B2B, Selling
Education
University of Michigan 1981 — 1982
Masters of Art, Education
Western Michigan University - Haworth College of Business 1974 — 1978
Bachelor, Management, Industrial Psychology
Charlette Sgro's NatCity Investments Experience October 1997 - July 2001
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones November 2002 - Present
NatCity Investments October 1997 - July 2001
Dean Witter (now Morgan Stanley) March 1986 - May 1995
Skills
Retirement, Retirement Planning, Asset Allocation, Economics, Series 7, Mutual Funds, Wealth Management, Investment Advisory, Finance, Investments, Investment Strategies, Securities, Financial Advisory
Education
University of South Florida 1972 — 1977
Bachelors, Political Science, French and Economics
John Carroll University
Edward Jones November 2002 - Present
NatCity Investments October 1997 - July 2001
Dean Witter (now Morgan Stanley) March 1986 - May 1995
Skills
Retirement, Retirement Planning, Asset Allocation, Economics, Series 7, Mutual Funds, Wealth Management, Investment Advisory, Finance, Investments, Investment Strategies, Securities, Financial Advisory
Education
University of South Florida 1972 — 1977
Bachelors, Political Science, French and Economics
John Carroll University
Douglas Dorr's NatCity Investments Experience August 2006 - November 2008
Job President at Winterset Investments
Industry Investment Management
Experience
Winterset Investments September 2012 - Present
CMG/Capital Management Group November 2008 - September 2012
NatCity Investments August 2006 - November 2008
Skills
Investments, Portfolio Management, Financial Advisory, Financial Planners, Wealth Management..., Alternative Investments, Asset Allocation, Investment Advisory, Asset Management, Mutual Funds, Series 7, Investment Strategies, Wealth Management, Hedge Funds, Investment Management, ETFs, Equities, Fixed Income, Trading, Securities, Asset Managment
Education
Semester-At-Sea, University of Virginia 1991 — 1991
Miami University 1987 — 1991
BA, Political Science
Kingswood-Oxford 1980 — 1987
Winterset Investments September 2012 - Present
CMG/Capital Management Group November 2008 - September 2012
NatCity Investments August 2006 - November 2008
Skills
Investments, Portfolio Management, Financial Advisory, Financial Planners, Wealth Management..., Alternative Investments, Asset Allocation, Investment Advisory, Asset Management, Mutual Funds, Series 7, Investment Strategies, Wealth Management, Hedge Funds, Investment Management, ETFs, Equities, Fixed Income, Trading, Securities, Asset Managment
Education
Semester-At-Sea, University of Virginia 1991 — 1991
Miami University 1987 — 1991
BA, Political Science
Kingswood-Oxford 1980 — 1987
Diana Hanford's NatCity Investments Experience March 2004 - November 2007
Job Auditor at Lake Tahoe Accommodations
Industry Financial Services
Experience
Lake Tahoe Accommodations January 2015 - Present
Wells Fargo Bank August 2013 - Present
1st Source Asset Advisors July 2011 - July 2013
National City Bank, now PNC Bank March 2007 - April 2011
NatCity Investments March 2004 - November 2007
State Farm Insurance Rich Allenbaugh October 2006 - March 2007
Fifth Third Bank September 2002 - March 2004
Bank One now Chase Bank June 2000 - June 2002
Skills
Customer Service, Banking, Investments, Financial Analysis, Business Analysis, Microsoft Word, Change Management, Risk Management, Process Improvement, Microsoft Excel, Financial Services, Sales
Education
Investment Services
Life and Health Insurance License, Series 6 and 63, Investment Client Services
College of the Albemarle
New Miami High School, New Miami, Ohio
High School
Lake Tahoe Accommodations January 2015 - Present
Wells Fargo Bank August 2013 - Present
1st Source Asset Advisors July 2011 - July 2013
National City Bank, now PNC Bank March 2007 - April 2011
NatCity Investments March 2004 - November 2007
State Farm Insurance Rich Allenbaugh October 2006 - March 2007
Fifth Third Bank September 2002 - March 2004
Bank One now Chase Bank June 2000 - June 2002
Skills
Customer Service, Banking, Investments, Financial Analysis, Business Analysis, Microsoft Word, Change Management, Risk Management, Process Improvement, Microsoft Excel, Financial Services, Sales
Education
Investment Services
Life and Health Insurance License, Series 6 and 63, Investment Client Services
College of the Albemarle
New Miami High School, New Miami, Ohio
High School
Bill Larkman's NatCity Investments Experience May 1996 - November 2004
Job Director at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services February 2007 - Present
McDonald Investments November 2004 - February 2007
NatCity Investments May 1996 - November 2004
FINRA (fka NASD) June 1980 - May 1996
Education
Cleveland State University 1982 — 1986
MBA, Finance
Miami University 1976 — 1980
BA, Finance
UBS Financial Services February 2007 - Present
McDonald Investments November 2004 - February 2007
NatCity Investments May 1996 - November 2004
FINRA (fka NASD) June 1980 - May 1996
Education
Cleveland State University 1982 — 1986
MBA, Finance
Miami University 1976 — 1980
BA, Finance
John Lindgren's NatCity Investments Experience 1998 - 1999
Job Office Technology Consultant at Gordon Flesch Company
Industry Business Supplies and Equipment
Experience
Gordon Flesch Company December 2012 - Present
PrincetonOne July 2010 - December 2012
Team Flag Gear, LLC July 2009 - July 2010
Stifel Nicolaus May 2002 - July 2009
PaineWebber 1999 - 2002
NatCity Investments 1998 - 1999
Key Bank 1997 - 1998
Fifth Third Bank 1991 - 1997
Skills
Portfolio Management, Recruiting Financial..., Negotiating transition..., Compensation expert, Business Process..., Banking, Program Management, New Business Development, Management, Financial Analysis, Change Management, Financial Advisory, Strategic Planning, Recruiting, Process Improvement, Investments, Business Intelligence, Financial Services, Professional Services, Business Process, Mergers & Acquisitions, Cloud Computing, Finance, Risk Management, Business Development, Executive Management, Leadership, Strategic Financial...
Education
Indiana University - Kelley School of Business 1987 — 1991
BS, Finance
DePauw University 1986 — 1987
Cathedral High School 1982 — 1986
College Prep
Gordon Flesch Company December 2012 - Present
PrincetonOne July 2010 - December 2012
Team Flag Gear, LLC July 2009 - July 2010
Stifel Nicolaus May 2002 - July 2009
PaineWebber 1999 - 2002
NatCity Investments 1998 - 1999
Key Bank 1997 - 1998
Fifth Third Bank 1991 - 1997
Skills
Portfolio Management, Recruiting Financial..., Negotiating transition..., Compensation expert, Business Process..., Banking, Program Management, New Business Development, Management, Financial Analysis, Change Management, Financial Advisory, Strategic Planning, Recruiting, Process Improvement, Investments, Business Intelligence, Financial Services, Professional Services, Business Process, Mergers & Acquisitions, Cloud Computing, Finance, Risk Management, Business Development, Executive Management, Leadership, Strategic Financial...
Education
Indiana University - Kelley School of Business 1987 — 1991
BS, Finance
DePauw University 1986 — 1987
Cathedral High School 1982 — 1986
College Prep
Verle Winningham's NatCity Investments Experience December 2004 - May 2007
Job West Michigan Classic Rock Entertainment
Industry Entertainment
Experience
NatCity Investments December 2004 - May 2007
Education
University of Michigan
NatCity Investments December 2004 - May 2007
Education
University of Michigan
Ryan Stefan's NatCity Investments Experience October 2000 - March 2003
Job Senior Vice President at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray February 2012 - Present
Fifth Third Securities April 2003 - February 2012
NatCity Investments October 2000 - March 2003
Skills
Series 7, Alternative Investments, Fixed Income, Investment Banking, Series 63, Series 53, Capital Markets, Investments, FINRA, Asset Managment, Securities, Valuation, Equities, Strategic Financial..., Bonds, Wealth Management
Education
Cleveland State University 2003 — 2004
Master of Business Administration (M.B.A.), Finance, General
Fordham University 1994 — 1998
BS, Business
Piper Jaffray February 2012 - Present
Fifth Third Securities April 2003 - February 2012
NatCity Investments October 2000 - March 2003
Skills
Series 7, Alternative Investments, Fixed Income, Investment Banking, Series 63, Series 53, Capital Markets, Investments, FINRA, Asset Managment, Securities, Valuation, Equities, Strategic Financial..., Bonds, Wealth Management
Education
Cleveland State University 2003 — 2004
Master of Business Administration (M.B.A.), Finance, General
Fordham University 1994 — 1998
BS, Business
Shawn Lahring's NatCity Investments Experience March 2006 - January 2008
Job Supervisory Manager at JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities LLC September 2012 - Present
UBS Financial Services Inc. February 2008 - September 2012
NatCity Investments March 2006 - January 2008
Oppenheimer & Co. January 2005 - March 2006
Education
Davenport University
Grand Valley State University
JP Morgan Securities LLC September 2012 - Present
UBS Financial Services Inc. February 2008 - September 2012
NatCity Investments March 2006 - January 2008
Oppenheimer & Co. January 2005 - March 2006
Education
Davenport University
Grand Valley State University
Bill Spellman's NatCity Investments Experience June 1994 - October 2008
Job Managing Director at n/a
Industry Financial Services
Experience
n/a June 1994 - Present
PNC Capital Markets 1994 - 2014
NatCity Investments June 1994 - October 2008
McDonald & Co Securities 1988 - 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Outlook, Windows, Teaching, Public Speaking, Project Management, Strategic Planning
Education
Butler University 1997 — 2000
Master of Business Administration (MBA), Urban Education and Leadership
Brooklyn Prep 1961 — 1965
General Education
n/a June 1994 - Present
PNC Capital Markets 1994 - 2014
NatCity Investments June 1994 - October 2008
McDonald & Co Securities 1988 - 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Outlook, Windows, Teaching, Public Speaking, Project Management, Strategic Planning
Education
Butler University 1997 — 2000
Master of Business Administration (MBA), Urban Education and Leadership
Brooklyn Prep 1961 — 1965
General Education
Glenn Latona's NatCity Investments Experience June 2001 - April 2002
Job Actuarial Consultant (Credentialed) at Aetna
Industry Insurance
Experience
Aetna December 2014 - Present
Aetna November 2012 - November 2014
Self-Employed 2002 - 2011
NatCity Investments June 2001 - April 2002
Skills
Actuarial Science, Insurance, Health Insurance, Financial Risk, Employee Benefits, Claim, Data Analysis, Financial Modeling, VBA, SQL, C#, C++, Microsoft Excel
Education
7 City Learning 2004 — 2004
Wilmott Certificate in Quantitative Finance, Mathematics of Financial Derivatives
Case Western Reserve University 1997 — 2002
Bachelor of Science (BS), Computer Science
Aetna December 2014 - Present
Aetna November 2012 - November 2014
Self-Employed 2002 - 2011
NatCity Investments June 2001 - April 2002
Skills
Actuarial Science, Insurance, Health Insurance, Financial Risk, Employee Benefits, Claim, Data Analysis, Financial Modeling, VBA, SQL, C#, C++, Microsoft Excel
Education
7 City Learning 2004 — 2004
Wilmott Certificate in Quantitative Finance, Mathematics of Financial Derivatives
Case Western Reserve University 1997 — 2002
Bachelor of Science (BS), Computer Science
Lynne Main's NatCity Investments Experience June 2005 - December 2006
Job Computer Software Professional
Industry Computer Software
Experience
Hyland Software 2008 - 2012
Farecla Inc March 2007 - July 2008
NatCity Investments June 2005 - December 2006
Beach Books 2000 - 2004
Destination Services of Colorado 1990 - 1994
Accenture 1988 - 1990
IBM 1984 - 1988
Skills
Microsoft Office 2007, OnBase
Education
Miami University 1979 — 1984
Bachelor of Science (B.S.), Computer Systems Analysis
Strongsville high school
Strongsville high school
Strongsville high school
Strongsville high school
Hyland Software 2008 - 2012
Farecla Inc March 2007 - July 2008
NatCity Investments June 2005 - December 2006
Beach Books 2000 - 2004
Destination Services of Colorado 1990 - 1994
Accenture 1988 - 1990
IBM 1984 - 1988
Skills
Microsoft Office 2007, OnBase
Education
Miami University 1979 — 1984
Bachelor of Science (B.S.), Computer Systems Analysis
Strongsville high school
Strongsville high school
Strongsville high school
Strongsville high school
Chris Zabik's NatCity Investments Experience September 2007 - November 2009
Job Senior Operations Manager at PNC Investments
Industry Financial Services
Experience
PNC Investments November 2009 - Present
PNC Investments November 2009 - Present
Natcity Investments September 2007 - November 2009
Wachovia Secutities May 2001 - September 2007
SunTrust Investment Services, Inc. April 1998 - May 2001
Skills
Banking, Risk Management, Portfolio Management, Mutual Funds, Investments, Wealth Management, Management, Relationship Management, Securities, Series 7, Asset Management, Credit, Asset Allocation
Education
Kent State University 1987 — 1991
Bachelor's degree, Finance, General
PNC Investments November 2009 - Present
PNC Investments November 2009 - Present
Natcity Investments September 2007 - November 2009
Wachovia Secutities May 2001 - September 2007
SunTrust Investment Services, Inc. April 1998 - May 2001
Skills
Banking, Risk Management, Portfolio Management, Mutual Funds, Investments, Wealth Management, Management, Relationship Management, Securities, Series 7, Asset Management, Credit, Asset Allocation
Education
Kent State University 1987 — 1991
Bachelor's degree, Finance, General
Michelle Ritter's NatCity Investments Experience October 2007 - September 2008
Job Financial Services/ Management
Industry Banking
Experience
Verizon Wireless 2008 - 2011
NatCity Investments October 2007 - September 2008
Skills
Organizational..., Fact Finding, Product Knowledge, Team-oriented, Sales Management, Financial Services, Retail Banking, Product Marketing, Marketing, Market Research, Sales Presentations, Sales & Marketing..., Employee Training, Management, Mortgage Banking, Mortgage Lending, Long-term Customer..., Troubleshooting, Sales Leadership..., Salesforce Training, Building Relationships, Complaint Management, Building Customer..., Committed to Customer..., Customer Experience..., Goal Analysis
Education
Penn State University 1997 — 2001
Bachelor of Science (BS), Marketing, 3.73 GPA
Kaplan University
Investments and Securities
Verizon Wireless 2008 - 2011
NatCity Investments October 2007 - September 2008
Skills
Organizational..., Fact Finding, Product Knowledge, Team-oriented, Sales Management, Financial Services, Retail Banking, Product Marketing, Marketing, Market Research, Sales Presentations, Sales & Marketing..., Employee Training, Management, Mortgage Banking, Mortgage Lending, Long-term Customer..., Troubleshooting, Sales Leadership..., Salesforce Training, Building Relationships, Complaint Management, Building Customer..., Committed to Customer..., Customer Experience..., Goal Analysis
Education
Penn State University 1997 — 2001
Bachelor of Science (BS), Marketing, 3.73 GPA
Kaplan University
Investments and Securities