NatCity Investments, Inc.
Description
Address: 19292 Detroit Rd, Cleveland, OH 44116 Phone: (440) 331-6060Place name: Website: : : Hours: Category: : : : : Website: https://www.bloomberg.com/research/stocks/private/snapshot.asp?privcapId=21979 Category: Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Nat City Investments Inc Posting publicly on the Web Write a review Reviews Be the first to review
NatCity Investments, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at NatCity Investments, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
NatCity Investments, Inc. Salaries. You can even request information on how much does NatCity Investments, Inc. pay if you want to. Learn about salaries, pros and cons of working for NatCity Investments, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
37 NatCity Investments, Inc. employees in database. Find out everything there's to know about NatCity Investments, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
NatCity Investments, Inc. Employees
Employee
Years
Job
Industry
Lori Hilton-White Lori Hilton-White's NatCity Investments, Inc. Experience February 1996 - August 2002
Job Vice President, Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management December 2011 - January 2015
American Funds November 2007 - December 2011
American Funds August 2002 - November 2007
Natcity Investments Inc February 1996 - August 2002
Skills
Series 24, Series 7, Mutual Funds, Fixed Income, ETFs, 529 Plans, 401k, Investment Management, Consultative Sales..., Wealth Management, Client Advisor, Asset Allocation, Presentation Skills, Relationship Management, Economic Knowledge, Strategic Financial..., Competitive Positioning, Competitive Knowledge, Retirement Planning, Investment Strategies, Fiduciary, Sales Management, Fixed Income Strategies, Alternative Investments, Asset Management, Investment Advisory, Separately Managed..., Equities, Series 63
Education
Indiana University Bloomington
Bachelor of Science, Finance and Economics
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management December 2011 - January 2015
American Funds November 2007 - December 2011
American Funds August 2002 - November 2007
Natcity Investments Inc February 1996 - August 2002
Skills
Series 24, Series 7, Mutual Funds, Fixed Income, ETFs, 529 Plans, 401k, Investment Management, Consultative Sales..., Wealth Management, Client Advisor, Asset Allocation, Presentation Skills, Relationship Management, Economic Knowledge, Strategic Financial..., Competitive Positioning, Competitive Knowledge, Retirement Planning, Investment Strategies, Fiduciary, Sales Management, Fixed Income Strategies, Alternative Investments, Asset Management, Investment Advisory, Separately Managed..., Equities, Series 63
Education
Indiana University Bloomington
Bachelor of Science, Finance and Economics
Janet Jan Packard, CFP® practitioner's NatCity Investments, Inc. Experience July 1995 - December 2009
Job President | Financial Advisor of Wealth Management Solutions, LLC specializing in Planning | Insurance | Investments
Industry Financial Services
Experience
Wealth Management Solutions, LLC January 2010 - Present
NatCity Investments, Inc July 1995 - December 2009
Raffensperger, Hughes, Inc. January 1983 - July 1995
Skills
Investments, Financial Advisory, Strategic Planning, Public Speaking, Life Insurance, Personal Finance, Legacy Giving, Biblical Stewardship, Managed Money, Risk Assessment, Client Service, Fixed Annuities, Variable Annuities, Financial Planning, Wealth Management, Financial Services, Estate Planning, Portfolio Management, Securities, Retirement Planning
Education
Purdue University 1975 — 1977
Masters, Spanish and Education
Purdue University 1971 — 1975
Bachelor of Arts, Spanish
Wealth Management Solutions, LLC January 2010 - Present
NatCity Investments, Inc July 1995 - December 2009
Raffensperger, Hughes, Inc. January 1983 - July 1995
Skills
Investments, Financial Advisory, Strategic Planning, Public Speaking, Life Insurance, Personal Finance, Legacy Giving, Biblical Stewardship, Managed Money, Risk Assessment, Client Service, Fixed Annuities, Variable Annuities, Financial Planning, Wealth Management, Financial Services, Estate Planning, Portfolio Management, Securities, Retirement Planning
Education
Purdue University 1975 — 1977
Masters, Spanish and Education
Purdue University 1971 — 1975
Bachelor of Arts, Spanish
Terry R. Cox's NatCity Investments, Inc. Experience March 2003 - October 2005
Job LPL Financial Advisor, Vice President at Elements Wealth Management
Industry Financial Services
Experience
Elements Financial Federal Credit Union October 2005 - Present
Natcity Investments Inc March 2003 - October 2005
Fisher Investments June 2001 - March 2003
Banc One Securities Corporation April 1998 - June 2001
Smith Barney, Inc. December 1993 - April 1998
Skills
Investments, Strategic Financial..., Wealth Management, Insurance, Securities, Portfolio Management, Investment Management
Education
Indiana State University - Scott College of Business 1973 — 1977
B.S., Marketing
Elements Financial Federal Credit Union October 2005 - Present
Natcity Investments Inc March 2003 - October 2005
Fisher Investments June 2001 - March 2003
Banc One Securities Corporation April 1998 - June 2001
Smith Barney, Inc. December 1993 - April 1998
Skills
Investments, Strategic Financial..., Wealth Management, Insurance, Securities, Portfolio Management, Investment Management
Education
Indiana State University - Scott College of Business 1973 — 1977
B.S., Marketing
Shannon Raines, CRPS®'s NatCity Investments, Inc. Experience August 2002 - June 2004
Job Financial Associate at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons September 2009 - Present
Ameriprise Financial June 2004 - September 2009
NatCity Investments Inc August 2002 - June 2004
Edward Jones Investments March 1998 - May 2001
Education
University of Kentucky
B.B.A., Finance, Management
Murray State University
M.B.A., Master of Business in Finance
Hilliard Lyons September 2009 - Present
Ameriprise Financial June 2004 - September 2009
NatCity Investments Inc August 2002 - June 2004
Edward Jones Investments March 1998 - May 2001
Education
University of Kentucky
B.B.A., Finance, Management
Murray State University
M.B.A., Master of Business in Finance
Steve Power's NatCity Investments, Inc. Experience July 2001 - July 2004
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
William Weil, CPA William Weil, CPA's NatCity Investments, Inc. Experience December 2000 - April 2009
Job Managing Director at Fifth Third Securities, Inc.
Industry Financial Services
Experience
Fifth Third Securities, Inc. July 2011 - December 2014
M&I Financial Advisors, Inc. October 2010 - July 2011
Weil Financial Services, Ltd. November 2009 - July 2011
NatCity Investments, Inc. December 2000 - April 2009
PNC Capital Markets July 1996 - December 2000
Mellon Bank August 1989 - July 1996
Coopers & Lybrand December 1983 - August 1987
Deloitte Haskins & Sells August 1981 - December 1983
Skills
Strategy, Commercial Mortgages, Mergers, Financial Analysis, Strategic Planning, Insurance, Accounting, Capital Markets, Negotiation, Process Improvement, New Business Development, Internal Controls, Structured Finance, Team Building, Financial Advisory, Strategic Financial..., Financial Modeling, Mergers & Acquisitions, Auditing, Financial Structuring, Portfolio Management, Investments, Cash Flow, Financial Services, Marketing, Asset Based Lending, Risk Management, Securities, Investment Banking, Management, Loans, Finance, Private Placements, Valuation, Loan Origination, Corporate Finance, Restructuring, Capital, Treasury Management, Credit, Asset Management, Project Finance, Bonds, Mezzanine, Due Diligence
Education
University of Rochester - Simon Business School 1986 — 1989
MBA, Finance & Marketing
University of Dayton 1977 — 1981
BS, Accounting
Fifth Third Securities, Inc. July 2011 - December 2014
M&I Financial Advisors, Inc. October 2010 - July 2011
Weil Financial Services, Ltd. November 2009 - July 2011
NatCity Investments, Inc. December 2000 - April 2009
PNC Capital Markets July 1996 - December 2000
Mellon Bank August 1989 - July 1996
Coopers & Lybrand December 1983 - August 1987
Deloitte Haskins & Sells August 1981 - December 1983
Skills
Strategy, Commercial Mortgages, Mergers, Financial Analysis, Strategic Planning, Insurance, Accounting, Capital Markets, Negotiation, Process Improvement, New Business Development, Internal Controls, Structured Finance, Team Building, Financial Advisory, Strategic Financial..., Financial Modeling, Mergers & Acquisitions, Auditing, Financial Structuring, Portfolio Management, Investments, Cash Flow, Financial Services, Marketing, Asset Based Lending, Risk Management, Securities, Investment Banking, Management, Loans, Finance, Private Placements, Valuation, Loan Origination, Corporate Finance, Restructuring, Capital, Treasury Management, Credit, Asset Management, Project Finance, Bonds, Mezzanine, Due Diligence
Education
University of Rochester - Simon Business School 1986 — 1989
MBA, Finance & Marketing
University of Dayton 1977 — 1981
BS, Accounting
J. Joseph Moore , CRPC's NatCity Investments, Inc. Experience February 2000 - April 2008
Job Financial Advisor at MainSource Investments , Raymond James Financial Services
Industry Investment Management
Experience
MainSource Investments , Raymond James Financial Services August 2012 - Present
M&I Financial Advisors Inc., A part of BMO Financial Group April 2008 - August 2011
NatCity Investments Inc. February 2000 - April 2008
Edward Jones May 1998 - January 2000
Skills
Client Relationship..., Financial Planning, Investment Strategies, Strategic Financial..., Wealth Management, Retirement Planning, CRM, Fixed Annuities, Wealth Management..., Credit Risk, Portfolio Management, Retail Banking, Investments, Finance, Banking, Financial Services
Education
Indiana State University 1994 — 1998
B.S., Finance
MainSource Investments , Raymond James Financial Services August 2012 - Present
M&I Financial Advisors Inc., A part of BMO Financial Group April 2008 - August 2011
NatCity Investments Inc. February 2000 - April 2008
Edward Jones May 1998 - January 2000
Skills
Client Relationship..., Financial Planning, Investment Strategies, Strategic Financial..., Wealth Management, Retirement Planning, CRM, Fixed Annuities, Wealth Management..., Credit Risk, Portfolio Management, Retail Banking, Investments, Finance, Banking, Financial Services
Education
Indiana State University 1994 — 1998
B.S., Finance
Debi Hadley's NatCity Investments, Inc. Experience March 1992 - June 2008
Job Office Manager at Aspen Dental
Industry Medical Practice
Experience
Aspen Dental August 2011 - Present
Caring Hands Personal Services October 2010 - August 2011
Genworth Financial Trust Company June 2008 - October 2010
NatCity Investments, Inc. March 1992 - June 2008
Education
Indiana Institute of Technology
Marketing
Aspen Dental August 2011 - Present
Caring Hands Personal Services October 2010 - August 2011
Genworth Financial Trust Company June 2008 - October 2010
NatCity Investments, Inc. March 1992 - June 2008
Education
Indiana Institute of Technology
Marketing
Chuck Viers Chuck Viers's NatCity Investments, Inc. Experience 1996 - 1997
Job Consultant at Selfemployed marketing and communications consultant
Industry Marketing and Advertising
Experience
Chuck Viers Creative Group 2008 - Present
AMG Advertising and Public Relations 2010 - February 2011
National City Corporation 2007 - 2009
National City Corporation 1997 - 2007
NatCity Investments, Inc. 1996 - 1997
National City Bank 1993 - 1995
Education
The University of Akron 1981 — 1986
BSBA, Marketing
Chuck Viers Creative Group 2008 - Present
AMG Advertising and Public Relations 2010 - February 2011
National City Corporation 2007 - 2009
National City Corporation 1997 - 2007
NatCity Investments, Inc. 1996 - 1997
National City Bank 1993 - 1995
Education
The University of Akron 1981 — 1986
BSBA, Marketing
Jamie S Phillips Jamie S Phillips's NatCity Investments, Inc. Experience September 2005 - September 2007
Job Senior Investment Management Specialist
Industry Investment Management
Experience
Williams Capital Management of Raymond James September 2007 - Present
NatCity Investments, Inc. September 2005 - September 2007
NatCity Investments, Inc. May 2001 - September 2005
National City Bank May 1998 - May 2001
National City Bank May 1997 - May 1998
Skills
Term Life Insurance, Asset Allocation, 401k Rollovers, Registered Paraplanner, Wealth Management..., Certified Retirement..., Securities
Education
Kalamazoo Valley Community College
Associate's degree, Business Administration and Management, General
Williams Capital Management of Raymond James September 2007 - Present
NatCity Investments, Inc. September 2005 - September 2007
NatCity Investments, Inc. May 2001 - September 2005
National City Bank May 1998 - May 2001
National City Bank May 1997 - May 1998
Skills
Term Life Insurance, Asset Allocation, 401k Rollovers, Registered Paraplanner, Wealth Management..., Certified Retirement..., Securities
Education
Kalamazoo Valley Community College
Associate's degree, Business Administration and Management, General
Gary Smith, CFP®'s NatCity Investments, Inc. Experience December 2004 - December 2009
Job Senior Wealth Advisor
Industry Financial Services
Experience
Horizon Wealth Management, LLC July 2015 - Present
Lamkin Wealth Management February 2012 - July 2015
Fifth Third Securities December 2009 - February 2012
NatCity Investments, Inc December 2004 - December 2009
Skills
Wealth Management, Strategic Financial..., Retirement, Series 7, Series 63, Certified Financial..., Retirement Planning, Investments, Asset Allocation, Investment Advisory, Portfolio Management, Alternative Investments, Mutual Funds, Investment Strategies, Asset Managment, Estate Planning, Equities, Investment Management, Fixed Income, Securities, Financial Advisory, Series 24
Education
University of Louisville 1991 — 1995
Bachelor of Science (BS), Finance, General
St. Xavier High School 1987 — 1990
Finance, General
Horizon Wealth Management, LLC July 2015 - Present
Lamkin Wealth Management February 2012 - July 2015
Fifth Third Securities December 2009 - February 2012
NatCity Investments, Inc December 2004 - December 2009
Skills
Wealth Management, Strategic Financial..., Retirement, Series 7, Series 63, Certified Financial..., Retirement Planning, Investments, Asset Allocation, Investment Advisory, Portfolio Management, Alternative Investments, Mutual Funds, Investment Strategies, Asset Managment, Estate Planning, Equities, Investment Management, Fixed Income, Securities, Financial Advisory, Series 24
Education
University of Louisville 1991 — 1995
Bachelor of Science (BS), Finance, General
St. Xavier High School 1987 — 1990
Finance, General
Michelle Wenger Michelle Wenger's NatCity Investments, Inc. Experience 2007 - 2011
Job Wealth Management Financial Analyst at PNC
Industry Financial Services
Experience
PNC 2011 - Present
Natcity Investments Inc 2007 - 2011
National City Bank 2005 - 2007
National City Bank 2001 - 2005
National City Bank 1998 - 2001
Skills
Finance, Accounting, Wealth Management, Internal Audit, Financial Analysis, Budgets, Banking, Management, Microsoft Excel, Private Equity...
Education
Baldwin Wallace University
Master of Business Administration (M.B.A.)
Cleveland State University
Bachelor's Degree, Accounting
PNC 2011 - Present
Natcity Investments Inc 2007 - 2011
National City Bank 2005 - 2007
National City Bank 2001 - 2005
National City Bank 1998 - 2001
Skills
Finance, Accounting, Wealth Management, Internal Audit, Financial Analysis, Budgets, Banking, Management, Microsoft Excel, Private Equity...
Education
Baldwin Wallace University
Master of Business Administration (M.B.A.)
Cleveland State University
Bachelor's Degree, Accounting
Keith Piper Keith Piper's NatCity Investments, Inc. Experience November 2004 - August 2007
Job Relationship Manager at Equity Trust Company
Industry Financial Services
Experience
Equity Trust Company February 2013 - Present
PNC Investments August 2007 - February 2013
Natcity Investments Inc November 2004 - August 2007
Leslie's Poolmart, Inc. March 2002 - November 2004
Skills
Investments, Sales, Marketing
Education
Bowling Green State University 1998 — 2002
Communications, Marketing
Equity Trust Company February 2013 - Present
PNC Investments August 2007 - February 2013
Natcity Investments Inc November 2004 - August 2007
Leslie's Poolmart, Inc. March 2002 - November 2004
Skills
Investments, Sales, Marketing
Education
Bowling Green State University 1998 — 2002
Communications, Marketing
Kirk Gent Kirk Gent's NatCity Investments, Inc. Experience January 2000 - July 2005
Job Mail Handler at United States Postal Service
Industry Financial Services
Experience
United States Postal Service June 2015 - Present
Regal Financial Group July 2005 - March 2015
Natcity Investments Inc January 2000 - July 2005
Merrill Lynch February 1997 - January 2000
First Michigan Bank - FMB March 1991 - February 1997
United States Air Force September 1986 - January 1991
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Grand Valley State University 1991 — 1993
Business Administration and Management, General, 3
United States Postal Service June 2015 - Present
Regal Financial Group July 2005 - March 2015
Natcity Investments Inc January 2000 - July 2005
Merrill Lynch February 1997 - January 2000
First Michigan Bank - FMB March 1991 - February 1997
United States Air Force September 1986 - January 1991
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Grand Valley State University 1991 — 1993
Business Administration and Management, General, 3
Justin Abraham's NatCity Investments, Inc. Experience February 2004 - November 2005
Job Executive Leadership Recruiter at Oracle
Industry Staffing and Recruiting
Experience
Oracle May 2015 - Present
CTPartners December 2005 - May 2015
NatCity Investments, Inc. February 2004 - November 2005
National City Bank June 2001 - February 2004
Skills
Executive Search, Recruiting, Leadership, Management, E-commerce, Executive Management, Business Strategy, CRM, Strategy, Financial Services, Banking, Finance, Human Resources, Investment Banking, Commercial Banking, Retail Banking, Credit, Portfolio Management, Risk Management, Analysis, Sourcing, Mergers, Retail, Mergers & Acquisitions
Education
Case Western Reserve University
Master of Business Administration (MBA)
The College of Wooster
B.A., Business Economics
Oracle May 2015 - Present
CTPartners December 2005 - May 2015
NatCity Investments, Inc. February 2004 - November 2005
National City Bank June 2001 - February 2004
Skills
Executive Search, Recruiting, Leadership, Management, E-commerce, Executive Management, Business Strategy, CRM, Strategy, Financial Services, Banking, Finance, Human Resources, Investment Banking, Commercial Banking, Retail Banking, Credit, Portfolio Management, Risk Management, Analysis, Sourcing, Mergers, Retail, Mergers & Acquisitions
Education
Case Western Reserve University
Master of Business Administration (MBA)
The College of Wooster
B.A., Business Economics
Terri (Simmons) Diemert Terri (Simmons) Diemert's NatCity Investments, Inc. Experience 2002 - 2005
Job Delivery Coordinator Manager
Industry Automotive
Experience
Serpentini Chevrolet - Strongsville September 2009 - Present
FitMission January 2008 - August 2009
MetLife March 2006 - December 2007
NatCity Investments, Inc. 2002 - 2005
Raymond James Financial 1999 - 2002
Pioneer Standard Electronics Inc. 1987 - 1990
Skills
Automotive Technology..., Public Relations, Operations Management, Management, Marketing, Sales, Account Management, Asset Management, E-commerce, Executive..., Finance, Financial Services, Negotiation, Networking, Problem Solving, Project Management, Website Administration, Security Audits, Entrepreneurship, Accounts Payable, Accounts Receivable, Securities, Business Planning, Time Management
Education
Hondros College of Business 2006 — 2006
Life and Health Insurance License, Finance and Financial Management Services
F I N R A 1999 — 1999
Series 7 License, Financial Planning and Services
Weatherhead School of Management at Case Western Reserve University 1996 — 1996
Business, Management, Marketing, and Related Support Services
Garfield Heights High School 1974 — 1977
Business
Serpentini Chevrolet - Strongsville September 2009 - Present
FitMission January 2008 - August 2009
MetLife March 2006 - December 2007
NatCity Investments, Inc. 2002 - 2005
Raymond James Financial 1999 - 2002
Pioneer Standard Electronics Inc. 1987 - 1990
Skills
Automotive Technology..., Public Relations, Operations Management, Management, Marketing, Sales, Account Management, Asset Management, E-commerce, Executive..., Finance, Financial Services, Negotiation, Networking, Problem Solving, Project Management, Website Administration, Security Audits, Entrepreneurship, Accounts Payable, Accounts Receivable, Securities, Business Planning, Time Management
Education
Hondros College of Business 2006 — 2006
Life and Health Insurance License, Finance and Financial Management Services
F I N R A 1999 — 1999
Series 7 License, Financial Planning and Services
Weatherhead School of Management at Case Western Reserve University 1996 — 1996
Business, Management, Marketing, and Related Support Services
Garfield Heights High School 1974 — 1977
Business
Scott Mathis's NatCity Investments, Inc. Experience 1998 - 1998
Job
Industry Financial Services
Experience
Checks Unlimited 2010 - 2011
Verizon Communications, Inc. 2008 - 2009
Verizon Business 2001 - 2008
MCI 2000 - 2001
The Coca-Cola Company 1999 - 2000
NATCITY Investments, Inc. 1998 - 1998
Skills
Telecommunications, Product Management, Product Marketing, Pricing, VoIP, Business Analysis, Forecasting, Analysis, Financial Modeling, Management, Project Management, Strategy, Program Management, Strategic Planning, Cross-functional Team..., Marketing
Education
Penn State University 1996 — 1998
MBA, Finance
University of Tennessee-Knoxville 1989 — 1994
BS, Biology and Zoology
Checks Unlimited 2010 - 2011
Verizon Communications, Inc. 2008 - 2009
Verizon Business 2001 - 2008
MCI 2000 - 2001
The Coca-Cola Company 1999 - 2000
NATCITY Investments, Inc. 1998 - 1998
Skills
Telecommunications, Product Management, Product Marketing, Pricing, VoIP, Business Analysis, Forecasting, Analysis, Financial Modeling, Management, Project Management, Strategy, Program Management, Strategic Planning, Cross-functional Team..., Marketing
Education
Penn State University 1996 — 1998
MBA, Finance
University of Tennessee-Knoxville 1989 — 1994
BS, Biology and Zoology
Keri Snyder's NatCity Investments, Inc. Experience March 1998 - January 2002
Job Communications
Industry Philanthropy
Experience
Central Indiana Community Foundation February 2002 - December 2013
NatCity Investments, Inc. March 1998 - January 2002
Skills
Philanthropy, Nonprofits, Volunteer Management, Social Media, Community Outreach, Event Planning, Public Relations, Event Management, Fundraising, Leadership
Education
Indiana University Bloomington 1993 — 1997
Bachelor of Science, Business
Central Indiana Community Foundation February 2002 - December 2013
NatCity Investments, Inc. March 1998 - January 2002
Skills
Philanthropy, Nonprofits, Volunteer Management, Social Media, Community Outreach, Event Planning, Public Relations, Event Management, Fundraising, Leadership
Education
Indiana University Bloomington 1993 — 1997
Bachelor of Science, Business
Nick LaPoulas's NatCity Investments, Inc. Experience September 2007 - June 2008
Job Senior Associate at DTE Energy Resources
Industry Financial Services
Experience
DTE Energy Resources March 2015 - Present
DTE Energy Resources August 2012 - March 2015
DTE Energy June 2011 - September 2011
Cavanagh, Hoyt and Associates August 2008 - June 2010
Oppenheimer & Co. June 2008 - August 2008
NatCity Investments, Inc. September 2007 - June 2008
Public Financial Management May 2005 - August 2007
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Strategic Planning, Business Strategy, Corporate Finance, Corporate Development, Mergers, Strategy, Management Consulting, Data Analysis, Project Management, Financial Reporting, Analytics, Finance, Forecasting, Strategic Financial..., Equities, Securities, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA, Finance, Strategic Management
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA, Finance and Business Information Technology
DTE Energy Resources March 2015 - Present
DTE Energy Resources August 2012 - March 2015
DTE Energy June 2011 - September 2011
Cavanagh, Hoyt and Associates August 2008 - June 2010
Oppenheimer & Co. June 2008 - August 2008
NatCity Investments, Inc. September 2007 - June 2008
Public Financial Management May 2005 - August 2007
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Strategic Planning, Business Strategy, Corporate Finance, Corporate Development, Mergers, Strategy, Management Consulting, Data Analysis, Project Management, Financial Reporting, Analytics, Finance, Forecasting, Strategic Financial..., Equities, Securities, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA, Finance, Strategic Management
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA, Finance and Business Information Technology
Halina Yevtukh's NatCity Investments, Inc. Experience ComplianceFTN Midwest Securities2004 - 2007
Job Compliance Analyst at NatCity Investments, Inc
Industry Financial Services
Experience
NatCity Investments, Inc ComplianceFTN Midwest Securities2004 - 2007
Education
The University of Akron 2001 — 2004
NatCity Investments, Inc ComplianceFTN Midwest Securities2004 - 2007
Education
The University of Akron 2001 — 2004
Brian G. DeRespiris, CPA (Inactive)'s NatCity Investments, Inc. Experience July 2006 - February 2009
Job Chief Operating Officer, Managing Director at PNC Capital Markets
Industry Financial Services
Experience
PNC Capital Markets February 2009 - Present
NatCity Investments, Inc. July 2006 - February 2009
National City Bank February 2002 - July 2006
Cohen & Company 1995 - 2002
Skills
Customer Service, Loans, Portfolio Management, Process Improvement, Risk Management, Series 7, Banking, Financial Analysis, Fixed Income, Leadership, Management, Investments, Mergers & Acquisitions, Asset Management, Capital Markets, Securities, Financial Modeling
Education
Cleveland State University
BBA, MA, Accounting, Tax, Finance
PNC Capital Markets February 2009 - Present
NatCity Investments, Inc. July 2006 - February 2009
National City Bank February 2002 - July 2006
Cohen & Company 1995 - 2002
Skills
Customer Service, Loans, Portfolio Management, Process Improvement, Risk Management, Series 7, Banking, Financial Analysis, Fixed Income, Leadership, Management, Investments, Mergers & Acquisitions, Asset Management, Capital Markets, Securities, Financial Modeling
Education
Cleveland State University
BBA, MA, Accounting, Tax, Finance
Jeffrey Goldman's NatCity Investments, Inc. Experience 2005 - 2006
Job Partner JC Trading Group
Industry Investment Management
Experience
JC Trading Group April 2006 - Present
Natcity Investments Inc 2005 - 2006
Southwest Securities May Financial 2001 - 2004
Knight Trading Group, Knight Securities, Knight Capital Markets 1998 - 2001
Olde Discount 1992 - 1998
Skills
Equities, Trading, Options, Investments, Securities, Trading Systems, Equity Trading, Financial Markets, Capital Markets
Education
Michigan State University - The Eli Broad College of Business 1988 — 1989
Master of Business Administration (M.B.A.), Finance
Michigan State University 1984 — 1988
Bachelor’s Degree, Finance
JC Trading Group April 2006 - Present
Natcity Investments Inc 2005 - 2006
Southwest Securities May Financial 2001 - 2004
Knight Trading Group, Knight Securities, Knight Capital Markets 1998 - 2001
Olde Discount 1992 - 1998
Skills
Equities, Trading, Options, Investments, Securities, Trading Systems, Equity Trading, Financial Markets, Capital Markets
Education
Michigan State University - The Eli Broad College of Business 1988 — 1989
Master of Business Administration (M.B.A.), Finance
Michigan State University 1984 — 1988
Bachelor’s Degree, Finance
Jackie Gerberry's NatCity Investments, Inc. Experience June 1998 - May 2009
Job Director, Finance, Cleveland Clinic Innovations
Industry Hospital & Health Care
Experience
Cleveland Clinic March 2010 - Present
NatCity Investments, Inc. June 1998 - May 2009
McDonald Investments April 1997 - June 1998
Huntington National Bank December 1994 - April 1997
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA
Saint Mary's College 1987 — 1991
BBA
Cleveland Clinic March 2010 - Present
NatCity Investments, Inc. June 1998 - May 2009
McDonald Investments April 1997 - June 1998
Huntington National Bank December 1994 - April 1997
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA
Saint Mary's College 1987 — 1991
BBA
Earl Lyden's NatCity Investments, Inc. Experience 1998 - 2005
Job Business Strategy Manager at First Clearing LLC
Industry Financial Services
Experience
First Clearing LLC December 2012 - Present
First Clearing LLC (Wells Fargo Advisors) December 2005 - December 2012
NatCity Investments, Inc. 1998 - 2005
Capital West Securities, Inc. 1996 - 1998
Stifel Nicolaus 1992 - 1996
Skills
Relationship Management, Business Strategy, Wealth Management, Financial Analysis, Mutual Funds, Series 7, Process Improvement, Business Analysis, Business Relationship..., FINRA, Asset Management, Risk Management, Investments, Financial Services, Strategic Planning, Strategic Financial..., Project Management
Education
Ferris State University 1974 — 1978
BS, Accounting / Science
First Clearing LLC December 2012 - Present
First Clearing LLC (Wells Fargo Advisors) December 2005 - December 2012
NatCity Investments, Inc. 1998 - 2005
Capital West Securities, Inc. 1996 - 1998
Stifel Nicolaus 1992 - 1996
Skills
Relationship Management, Business Strategy, Wealth Management, Financial Analysis, Mutual Funds, Series 7, Process Improvement, Business Analysis, Business Relationship..., FINRA, Asset Management, Risk Management, Investments, Financial Services, Strategic Planning, Strategic Financial..., Project Management
Education
Ferris State University 1974 — 1978
BS, Accounting / Science
Jeff Suhanic's NatCity Investments, Inc. Experience January 2001 - January 2007
Job SVP & Senior Compliance Risk Manager at National City Bank
Industry Financial Services
Experience
National City Bank SVPNational City Corp.2001 - Present
NatCity Investments, Inc. January 2001 - January 2007
Chief Compliance Officer January 1998 - January 2001
Education
Cleveland State University 1975 — 1980
BBA, Accounting
National City Bank SVPNational City Corp.2001 - Present
NatCity Investments, Inc. January 2001 - January 2007
Chief Compliance Officer January 1998 - January 2001
Education
Cleveland State University 1975 — 1980
BBA, Accounting
Cara Stock's NatCity Investments, Inc. Experience September 2003 - September 2005
Job Hope Lodge Coordinator at American Cancer Society
Industry Nonprofit Organization Management
Experience
American Cancer Society December 2014 - Present
National City March 2007 - September 2009
National City Bank September 2005 - February 2007
NatCity Investments, Inc. September 2003 - September 2005
National City Bank June 2003 - September 2005
Skills
CRM
Education
Ohio University 1997 — 2002
Bachelors of Business Administration, Majors: Marketing & International Business Minor: Communications
WHS
American Cancer Society December 2014 - Present
National City March 2007 - September 2009
National City Bank September 2005 - February 2007
NatCity Investments, Inc. September 2003 - September 2005
National City Bank June 2003 - September 2005
Skills
CRM
Education
Ohio University 1997 — 2002
Bachelors of Business Administration, Majors: Marketing & International Business Minor: Communications
WHS
Mark Polansky's NatCity Investments, Inc. Experience 2000 - 2002
Job Vice President
Industry Real Estate
Experience
Crescendo Commercial Realty May 2008 - Present
First Industrial Realty Trust 2006 - 2008
Panzica Realty 2003 - 2006
NatCity Investments, Inc. 2000 - 2002
Great Lakes Financial Group 1995 - 2000
Skills
Corporate Real Estate, Tenant, Landlord, Leases, Brokerage, Property Management, Asset Management, Real Estate Finance
Education
Cleveland State University 1984 — 1995
Business, Finance & Real Estate
Crescendo Commercial Realty May 2008 - Present
First Industrial Realty Trust 2006 - 2008
Panzica Realty 2003 - 2006
NatCity Investments, Inc. 2000 - 2002
Great Lakes Financial Group 1995 - 2000
Skills
Corporate Real Estate, Tenant, Landlord, Leases, Brokerage, Property Management, Asset Management, Real Estate Finance
Education
Cleveland State University 1984 — 1995
Business, Finance & Real Estate
Paul Fabrizi's NatCity Investments, Inc. Experience January 2007 - November 2009
Job Compliance Director
Industry Financial Services
Experience
PNC Investments, LLC November 2009 - Present
Natcity Investments, Inc. January 2007 - November 2009
NatCity Investments, Inc. March 2006 - January 2007
NatCity Investments, Inc. November 2000 - March 2006
National City Bank March 1998 - November 2001
Education
Cleveland State University 1983 — 1988
BBA, Accounting
PNC Investments, LLC November 2009 - Present
Natcity Investments, Inc. January 2007 - November 2009
NatCity Investments, Inc. March 2006 - January 2007
NatCity Investments, Inc. November 2000 - March 2006
National City Bank March 1998 - November 2001
Education
Cleveland State University 1983 — 1988
BBA, Accounting
Craig Standen's NatCity Investments, Inc. Experience January 1996 - February 1997
Job Healthcare Market Director of Advice, SEI Investments, Inc.
Industry Investment Management
Experience
SEI Investments, Inc. July 2013 - Present
Ziegler February 2010 - July 2013
Ziegler February 2004 - February 2010
Ziegler April 2000 - February 2004
Ziegler April 1997 - April 2000
NatCity Investments, Inc. January 1996 - February 1997
Schering-Plough Corporation October 1991 - May 1995
United States Navy May 1987 - July 1991
Skills
Business Development, Financial Modeling, Financial Markets, Competitive Market..., Credit Analysis, Building Relationships, Transaction Execution, Creative Thinking, Investment Strategies, Public Speaking, Risk Management..., Strategic Partnerships, Targeting/Marketing, Capital Structure..., Strategic Negotiations, Investments, Capital Markets, Wealth Management, Series 63, Alternative Investments, Mutual Funds, Fixed Income, Equities, Series 7, Investment Banking, Due Diligence, Financial Services, Strategy, Banking, Bonds, Asset Allocation, Portfolio Management, Private Equity, Asset Management, Securities
Education
Case Western Reserve University - Weatherhead School of Management 1993 — 1996
Master of Business Administration (MBA), Finance, General
Cornell University 1983 — 1987
Bachelor of Arts (BA), Economics
SEI Investments, Inc. July 2013 - Present
Ziegler February 2010 - July 2013
Ziegler February 2004 - February 2010
Ziegler April 2000 - February 2004
Ziegler April 1997 - April 2000
NatCity Investments, Inc. January 1996 - February 1997
Schering-Plough Corporation October 1991 - May 1995
United States Navy May 1987 - July 1991
Skills
Business Development, Financial Modeling, Financial Markets, Competitive Market..., Credit Analysis, Building Relationships, Transaction Execution, Creative Thinking, Investment Strategies, Public Speaking, Risk Management..., Strategic Partnerships, Targeting/Marketing, Capital Structure..., Strategic Negotiations, Investments, Capital Markets, Wealth Management, Series 63, Alternative Investments, Mutual Funds, Fixed Income, Equities, Series 7, Investment Banking, Due Diligence, Financial Services, Strategy, Banking, Bonds, Asset Allocation, Portfolio Management, Private Equity, Asset Management, Securities
Education
Case Western Reserve University - Weatherhead School of Management 1993 — 1996
Master of Business Administration (MBA), Finance, General
Cornell University 1983 — 1987
Bachelor of Arts (BA), Economics
Laura Loesch's NatCity Investments, Inc. Experience December 2001 - August 2007
Job Board of Directors, Treasurer
Industry Financial Services
Experience
Private Attorney at Law 2011 - 2014
New York Life Insurance Company October 2009 - 2011
NatCity Investments, Inc. December 2001 - August 2007
NatCity Investments, Inc. August 1995 - December 2001
McDonald Investments 1994 - 1995
Skills
Fixed Income, Financial Services, Securities, Investments, Change Management, Strategic Planning, Financial Analysis, Banking, Portfolio Management, Loans, Treasury Management, Bookkeeping, Board of Directors, Finance, Leadership, Risk Management
Education
Baldwin-Wallace College
Private Attorney at Law 2011 - 2014
New York Life Insurance Company October 2009 - 2011
NatCity Investments, Inc. December 2001 - August 2007
NatCity Investments, Inc. August 1995 - December 2001
McDonald Investments 1994 - 1995
Skills
Fixed Income, Financial Services, Securities, Investments, Change Management, Strategic Planning, Financial Analysis, Banking, Portfolio Management, Loans, Treasury Management, Bookkeeping, Board of Directors, Finance, Leadership, Risk Management
Education
Baldwin-Wallace College
Ann C. Koch's NatCity Investments, Inc. Experience June 1999 - March 2003
Job Vice President at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2003 - Present
NatCity Investments Inc. June 1999 - March 2003
Education
John Carroll University 1995 — 1999
B.S, Business Administration
BMO Capital Markets July 2003 - Present
NatCity Investments Inc. June 1999 - March 2003
Education
John Carroll University 1995 — 1999
B.S, Business Administration
Doug Townsend's NatCity Investments, Inc. Experience July 1995 - February 1999
Job Financial Executive/CPA
Industry Financial Services
Experience
Esposito Global November 2013 - Present
Jackson National Life Distributors LLC November 2010 - July 2012
Jackson National Life Distributors LLC, Curian Capital LLC & Curian Clearing LLC January 2004 - October 2010
Colorado's Ocean Journey Inc. March 2000 - July 2004
Madison Avenue Capital Group LLC March 1999 - January 2000
NatCity Investments Inc. July 1995 - February 1999
Raffensperger, Hughes & Co., Inc. January 1990 - July 1995
Price Waterhouse June 1980 - December 1989
Skills
Technical Accounting, Internal Controls, Growing Businesses, Communication Skills, Crisis Management, Staff Development, Strategic Financial..., Financial Analysis, Financial Reporting, Corporate Governance, Compliance, Financial Policies &..., Process Excellence, Microsoft Office 2007, CPA, CMA, Master Scuba Instructor, Corporate Finance, Accounting, Auditing, Financial Accounting, Internal Audit, US GAAP, Business Planning, Finance, Cash Management, Equities, Mutual Funds, Strategic Planning, Banking, Risk Management, Asset Managment, IFRS, Investment Banking, Investments, Tax, Financial Services, Analysis, Portfolio Management, Wealth Management, Securities, Alternative Investments, Investment Advisory, Executive Management, Financial Advisory, Due Diligence, Managerial Finance, Fixed Income, Sarbanes-Oxley Act, Series 7
Education
Ball State University 1978 — 1980
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
Indiana State University 1977 — 1978
Accounting
Esposito Global November 2013 - Present
Jackson National Life Distributors LLC November 2010 - July 2012
Jackson National Life Distributors LLC, Curian Capital LLC & Curian Clearing LLC January 2004 - October 2010
Colorado's Ocean Journey Inc. March 2000 - July 2004
Madison Avenue Capital Group LLC March 1999 - January 2000
NatCity Investments Inc. July 1995 - February 1999
Raffensperger, Hughes & Co., Inc. January 1990 - July 1995
Price Waterhouse June 1980 - December 1989
Skills
Technical Accounting, Internal Controls, Growing Businesses, Communication Skills, Crisis Management, Staff Development, Strategic Financial..., Financial Analysis, Financial Reporting, Corporate Governance, Compliance, Financial Policies &..., Process Excellence, Microsoft Office 2007, CPA, CMA, Master Scuba Instructor, Corporate Finance, Accounting, Auditing, Financial Accounting, Internal Audit, US GAAP, Business Planning, Finance, Cash Management, Equities, Mutual Funds, Strategic Planning, Banking, Risk Management, Asset Managment, IFRS, Investment Banking, Investments, Tax, Financial Services, Analysis, Portfolio Management, Wealth Management, Securities, Alternative Investments, Investment Advisory, Executive Management, Financial Advisory, Due Diligence, Managerial Finance, Fixed Income, Sarbanes-Oxley Act, Series 7
Education
Ball State University 1978 — 1980
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
Indiana State University 1977 — 1978
Accounting