Oak Ridge Financial
Industry: Bank holding company
DescriptionHeadquarters: Oak Ridge, NC Founded: 2000 Subsidiaries: Bank of Oak Ridge, Co has one subsidiary Bank of Oak Ridge
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21 Oak Ridge Financial employees in database. Find out everything there's to know about Oak Ridge Financial 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.
Oak Ridge Financial Employees
Employee
Years
Job
Industry
Larry Hauskins Larry Hauskins's Oak Ridge Financial Experience September 2012 - Present
Job First Vice President Investments at Oak Ridge Financial
Industry Financial Services
Experience
Oak Ridge Financial September 2012 - Present
Morgan Stanley April 2002 - September 2012
Skills
Wealth Management, Series 7, Equities, Portfolio Management, Investments, Asset Allocation, Retirement Planning, Mutual Funds, Investment Strategies, Fixed Annuities
Education
Minnesota State University, Mankato
Psychology & Business
University of Minnesota-Twin Cities
Oak Ridge Financial September 2012 - Present
Morgan Stanley April 2002 - September 2012
Skills
Wealth Management, Series 7, Equities, Portfolio Management, Investments, Asset Allocation, Retirement Planning, Mutual Funds, Investment Strategies, Fixed Annuities
Education
Minnesota State University, Mankato
Psychology & Business
University of Minnesota-Twin Cities
Sheila Student Owens Sheila Student Owens's Oak Ridge Financial Experience September 2009 - Present
Job Vice President Finance at Oak Ridge Financial
Industry Investment Management
Experience
Oak Ridge Financial September 2009 - Present
Walnut Street Securities October 2004 - September 2009
Securities Service Network February 1999 - October 2004
Prudential Securities January 1996 - February 1999
Skills
Finra Series 7 and 24, State Securities Series..., Minnesota Insurance..., Customer Service, Team Building, Management, Investments, Strategy
Education
University of Notre Dame 1974 — 1978
Bachelor of Business Administration (BBA), Business and Accounting, Cum laude
Oak Ridge Financial September 2009 - Present
Walnut Street Securities October 2004 - September 2009
Securities Service Network February 1999 - October 2004
Prudential Securities January 1996 - February 1999
Skills
Finra Series 7 and 24, State Securities Series..., Minnesota Insurance..., Customer Service, Team Building, Management, Investments, Strategy
Education
University of Notre Dame 1974 — 1978
Bachelor of Business Administration (BBA), Business and Accounting, Cum laude
Josh Kozberg's Oak Ridge Financial Experience June 2012 - September 2012
Job Equity Research at Capital Group
Industry Financial Services
Experience
Capital Group December 2014 - Present
Kopp Investment Advisors March 2014 - November 2014
Piper Jaffray September 2012 - March 2014
Oak Ridge Financial June 2012 - September 2012
Oak Ridge Financial May 2011 - August 2011
Minneapolis Portfolio Management Group llc June 2009 - August 2010
Skills
Bonds, Investment Banking, Trading, Securities, Equities, Bloomberg, Financial Modeling, Equity Research, Modeling, Financial Analysis, Traders
Education
University of Kansas 2008 — 2012
Business, Finance
Capital Group December 2014 - Present
Kopp Investment Advisors March 2014 - November 2014
Piper Jaffray September 2012 - March 2014
Oak Ridge Financial June 2012 - September 2012
Oak Ridge Financial May 2011 - August 2011
Minneapolis Portfolio Management Group llc June 2009 - August 2010
Skills
Bonds, Investment Banking, Trading, Securities, Equities, Bloomberg, Financial Modeling, Equity Research, Modeling, Financial Analysis, Traders
Education
University of Kansas 2008 — 2012
Business, Finance
Hugh Dillon Hugh Dillon's Oak Ridge Financial Experience January 2003 - Present
Job First Vice President Investments Oak Ridge Financial
Industry Financial Services
Experience
Oak Ridge Financial January 2003 - Present
Skills
Retirement Planning, Asset Allocation, Thought Leadership, Series 7, Wealth Management, Retirement, Strategic Financial..., Investments, Investment Strategies, Mutual Funds, Securities, Estate Planning, IRAs
Education
University of Minnesota-Twin Cities
Oak Ridge Financial January 2003 - Present
Skills
Retirement Planning, Asset Allocation, Thought Leadership, Series 7, Wealth Management, Retirement, Strategic Financial..., Investments, Investment Strategies, Mutual Funds, Securities, Estate Planning, IRAs
Education
University of Minnesota-Twin Cities
Harry Hunt Harry Hunt's Oak Ridge Financial Experience April 2009 - January 2013
Job Black Box Resale Services Territory Account ManagerTerritory Account Manager for the states of FL and GA for Blackbox
Industry Telecommunications
Experience
Black Box Resale Services 2014 - 2015
Black Box Resale Services 2014 - 2015
SafeKey Corporation September 2013 - August 2014
Harry Hunt Consulting January 2013 - August 2014
Sleep Number by Select Comfort March 2013 - July 2013
Oak Ridge Financial April 2009 - January 2013
Wachovia Securities April 2002 - April 2009
Piper Jaffray February 1983 - April 2002
Skills
Sales, Business Development, Business Development..., Regional sales manager, District Sales..., Consultants, Market Development, Production Launch, Leadership, Business Planning, Recruiting, Product Marketing, Account Marketing, Direct Sales, Sales Process, Solution Selling, Sales Operations, Telephone Sales, Outbound Sales, Internal sales, Telemarketing, Customer Satisfaction, Cold Calling Experience, Key Account Management, Key Account Development, Key Account..., Salesforce Training, Sales Presentation..., Brokered Sales, Sales Management, Intangible Assets, Visual Merchandising, Contact Management, New Business Development, Sales & Marketing..., Business to Business, Business to Consumer, Team Leadership, Team Building, Microsoft Office, Microsoft Powerpoint, Marketing Strategy, Social Media Marketing, Sales & Marketing, Exceeds Goals, Public Speaking, Networking, Investments, CRM, Time Management
Education
Wharton School of Business 2000 — 2000
CIMA, Certfied Investment Management Analyst, Graduated
Bemidji State University 1978 — 1983
BS, Economics and Business Administration
Black Box Resale Services 2014 - 2015
Black Box Resale Services 2014 - 2015
SafeKey Corporation September 2013 - August 2014
Harry Hunt Consulting January 2013 - August 2014
Sleep Number by Select Comfort March 2013 - July 2013
Oak Ridge Financial April 2009 - January 2013
Wachovia Securities April 2002 - April 2009
Piper Jaffray February 1983 - April 2002
Skills
Sales, Business Development, Business Development..., Regional sales manager, District Sales..., Consultants, Market Development, Production Launch, Leadership, Business Planning, Recruiting, Product Marketing, Account Marketing, Direct Sales, Sales Process, Solution Selling, Sales Operations, Telephone Sales, Outbound Sales, Internal sales, Telemarketing, Customer Satisfaction, Cold Calling Experience, Key Account Management, Key Account Development, Key Account..., Salesforce Training, Sales Presentation..., Brokered Sales, Sales Management, Intangible Assets, Visual Merchandising, Contact Management, New Business Development, Sales & Marketing..., Business to Business, Business to Consumer, Team Leadership, Team Building, Microsoft Office, Microsoft Powerpoint, Marketing Strategy, Social Media Marketing, Sales & Marketing, Exceeds Goals, Public Speaking, Networking, Investments, CRM, Time Management
Education
Wharton School of Business 2000 — 2000
CIMA, Certfied Investment Management Analyst, Graduated
Bemidji State University 1978 — 1983
BS, Economics and Business Administration
Tom Herstad Tom Herstad's Oak Ridge Financial Experience January 2013 - Present
Job
Industry Investment Banking
Experience
Oak Ridge Financial January 2013 - Present
Skills
Regulatory Compliance, Risk Management, Strategy, Investment Banking, Financial Advisory, Corporate Finance, Investment Strategies, Asset Management, Private Equity, Securities, Equities, Bonds, FINRA, SEC, Finance, Financial Services, Management
Education
Pepperdine University 2001 — 2003
MBA, Finance
University of Minnesota - Carlson School of Management 1989 — 1993
BS, Finance
Oak Ridge Financial January 2013 - Present
Skills
Regulatory Compliance, Risk Management, Strategy, Investment Banking, Financial Advisory, Corporate Finance, Investment Strategies, Asset Management, Private Equity, Securities, Equities, Bonds, FINRA, SEC, Finance, Financial Services, Management
Education
Pepperdine University 2001 — 2003
MBA, Finance
University of Minnesota - Carlson School of Management 1989 — 1993
BS, Finance
David VanHove David VanHove's Oak Ridge Financial Experience June 2014 - Present
Job Managing Director at Oak Ridge Financial
Industry Banking
Experience
Oak Ridge Financial June 2014 - Present
US Bank October 2006 - May 2014
U.S. Bank 2004 - 2006
Bank One 2003 - 2004
National City 2001 - 2003
Bank One, fka Springfield Marine Bank 1978 - 2001
Skills
Banking, Commercial Banking, Credit, Investments, Treasury Management, Loans, Commercial Lending, Relationship Management, Wealth Management, Credit Analysis, Credit Risk, Cash Management, Small Business Lending, Consumer Lending, Payments
Education
Bradley University 1973 — 1976
Bachelor of Science, Business Management and Administation
Iowa State University 1976 — 1978
Master of Science, Agricultural Economics
Oak Ridge Financial June 2014 - Present
US Bank October 2006 - May 2014
U.S. Bank 2004 - 2006
Bank One 2003 - 2004
National City 2001 - 2003
Bank One, fka Springfield Marine Bank 1978 - 2001
Skills
Banking, Commercial Banking, Credit, Investments, Treasury Management, Loans, Commercial Lending, Relationship Management, Wealth Management, Credit Analysis, Credit Risk, Cash Management, Small Business Lending, Consumer Lending, Payments
Education
Bradley University 1973 — 1976
Bachelor of Science, Business Management and Administation
Iowa State University 1976 — 1978
Master of Science, Agricultural Economics
Stephen Roberts, MD Stephen Roberts, MD's Oak Ridge Financial Experience 2001 - 2002
Job Entrepreneur, Global Health & Fitness, Business as Mission: LION
Industry Health, Wellness and Fitness
Experience
Neotonica (Joint Mints) January 2010 - Present
KettleWorx January 2008 - December 2010
GelStat Corporation January 2002 - June 2006
Oak Ridge Financial 2001 - 2002
AmTech Scientific 1998 - 2001
HemoCleanse 1996 - 1997
Maven Investments 1993 - 1997
Clinica Para Las Americas (Los Angeles) 1992 - 1993
Skills
Business Strategy, Investments, Venture Capital, Entrepreneurship, Start-ups, Strategy, Private Equity, Business Development, Corporate Finance, Healthcare, Finance, Strategic Partnerships, New Business Development, Business Planning, Business, Mergers & Acquisitions, Leadership, Management, Small Business, Competitive Analysis, Analysis, Market Research, Strategic Planning, Training, CRM, Marketing, Marketing Strategy, Online Marketing, Management Consulting, Consulting, Budgets, E-commerce, Corporate Development, Product Management, Analytics, Product Marketing, International Business, Strategic Consulting, Cross-functional Team..., Pain Management, Market Analysis, Product Development, P&L Management, Online Advertising, Wellness, Marketing Management, Angel Investing, Brand Development, Market Planning, Social Networking
Education
University of Medicine and Dentistry, New Jersey 1991 — 1992
Medical Intern, Psychiatry and General Medicine
University of Minnesota Medical School 1986 — 1991
M.D., Medicine
St. Olaf College 1980 — 1985
BA, Chemistry, Biology
Edina-East High School 1974 — 1978
Neotonica (Joint Mints) January 2010 - Present
KettleWorx January 2008 - December 2010
GelStat Corporation January 2002 - June 2006
Oak Ridge Financial 2001 - 2002
AmTech Scientific 1998 - 2001
HemoCleanse 1996 - 1997
Maven Investments 1993 - 1997
Clinica Para Las Americas (Los Angeles) 1992 - 1993
Skills
Business Strategy, Investments, Venture Capital, Entrepreneurship, Start-ups, Strategy, Private Equity, Business Development, Corporate Finance, Healthcare, Finance, Strategic Partnerships, New Business Development, Business Planning, Business, Mergers & Acquisitions, Leadership, Management, Small Business, Competitive Analysis, Analysis, Market Research, Strategic Planning, Training, CRM, Marketing, Marketing Strategy, Online Marketing, Management Consulting, Consulting, Budgets, E-commerce, Corporate Development, Product Management, Analytics, Product Marketing, International Business, Strategic Consulting, Cross-functional Team..., Pain Management, Market Analysis, Product Development, P&L Management, Online Advertising, Wellness, Marketing Management, Angel Investing, Brand Development, Market Planning, Social Networking
Education
University of Medicine and Dentistry, New Jersey 1991 — 1992
Medical Intern, Psychiatry and General Medicine
University of Minnesota Medical School 1986 — 1991
M.D., Medicine
St. Olaf College 1980 — 1985
BA, Chemistry, Biology
Edina-East High School 1974 — 1978
Jeff Schuh Jeff Schuh's Oak Ridge Financial Experience January 2010 - Present
Job Senior VP at Oak Ridge Financial
Industry Financial Services
Experience
Oak Ridge Financial January 2010 - Present
Piper Jaffray, Inc. April 1989 - August 2006
National Football League - NFL May 1981 - September 1987
Skills
Investments, Mutual Funds, Retirement Planning, Asset Allocation, Finance, IRAs
Education
Metropolitan State University
B.A., Business Administration
University of Minnesota-Twin Cities
Business Administration
Oak Ridge Financial January 2010 - Present
Piper Jaffray, Inc. April 1989 - August 2006
National Football League - NFL May 1981 - September 1987
Skills
Investments, Mutual Funds, Retirement Planning, Asset Allocation, Finance, IRAs
Education
Metropolitan State University
B.A., Business Administration
University of Minnesota-Twin Cities
Business Administration
Barbara Nault, MBA Barbara Nault, MBA's Oak Ridge Financial Experience August 2006 - January 2008
Job Project Coordinator at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group October 2011 - Present
UnitedHealth Group May 2009 - October 2011
Oak Ridge Financial August 2006 - January 2008
Piper Jaffray April 1989 - July 2005
Skills
Process Improvement, Management, Healthcare, Leadership, Customer Service, Project Management, Program Management, Strategic Planning, Microsoft Excel, Business Analysis, Healthcare Information..., Team Building, Change Management, Training, Healthcare Management
Education
University of Phoenix 2009 — 2011
Master’s Degree, Health/Health Care Administration/Management
University of Phoenix 2005 — 2009
Bachelor’s Degree, Business Administration and Management, General
Washburn High School 1982 — 1986
High School
UnitedHealth Group October 2011 - Present
UnitedHealth Group May 2009 - October 2011
Oak Ridge Financial August 2006 - January 2008
Piper Jaffray April 1989 - July 2005
Skills
Process Improvement, Management, Healthcare, Leadership, Customer Service, Project Management, Program Management, Strategic Planning, Microsoft Excel, Business Analysis, Healthcare Information..., Team Building, Change Management, Training, Healthcare Management
Education
University of Phoenix 2009 — 2011
Master’s Degree, Health/Health Care Administration/Management
University of Phoenix 2005 — 2009
Bachelor’s Degree, Business Administration and Management, General
Washburn High School 1982 — 1986
High School
David Bayer David Bayer's Oak Ridge Financial Experience April 2014 - Present
Job Managing Director at Oak Ridge Financial
Industry Financial Services
Experience
Oak Ridge Financial April 2014 - Present
SecurityCamShop.com November 2010 - Present
BlackTorch Capital December 2011 - March 2014
Cantor Fitzgerald June 2008 - December 2009
Northland Securities April 2007 - March 2008
Whitebox Advisors October 2005 - March 2007
Provident Advisors January 2003 - May 2005
KB Growth Advisors April 1998 - December 2002
American Express Financial Advisors February 1992 - April 1998
Ameriprise formerly American Express Financial Corp. 1992 - 1998
Skills
Private Equity, Management Consulting, Investment Banking, Portfolio Management, Equity Research, Financial Analysis, Business Development, Strategy, Investments, Hedge Funds, Venture Capital, Enterprise Software, Mergers & Acquisitions, Start-ups, Strategic Planning, E-commerce, Healthcare, Telecommunications, Energy, Restaurants, Biotechnology, Securities Research, Security Management, Direct Sales, Institutional Research, Institutional Investors, Raising Venture Capital, Raising Finance, Product Management
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance and Marketing
Stanford University 1976 — 1980
MS/BS, Civil Engineer and Biological Sciences
Palisades High
Oak Ridge Financial April 2014 - Present
SecurityCamShop.com November 2010 - Present
BlackTorch Capital December 2011 - March 2014
Cantor Fitzgerald June 2008 - December 2009
Northland Securities April 2007 - March 2008
Whitebox Advisors October 2005 - March 2007
Provident Advisors January 2003 - May 2005
KB Growth Advisors April 1998 - December 2002
American Express Financial Advisors February 1992 - April 1998
Ameriprise formerly American Express Financial Corp. 1992 - 1998
Skills
Private Equity, Management Consulting, Investment Banking, Portfolio Management, Equity Research, Financial Analysis, Business Development, Strategy, Investments, Hedge Funds, Venture Capital, Enterprise Software, Mergers & Acquisitions, Start-ups, Strategic Planning, E-commerce, Healthcare, Telecommunications, Energy, Restaurants, Biotechnology, Securities Research, Security Management, Direct Sales, Institutional Research, Institutional Investors, Raising Venture Capital, Raising Finance, Product Management
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance and Marketing
Stanford University 1976 — 1980
MS/BS, Civil Engineer and Biological Sciences
Palisades High
Brandon Cowan Brandon Cowan's Oak Ridge Financial Experience March 2014 - Present
Job Registered Sales at Oak Ridge Financial
Industry Investment Management
Experience
Oak Ridge Financial March 2014 - Present
RBC Capital Markets September 2009 - March 2014
Skills
Series 7, Series 63, Financial Services, Investments, Project Management
Education
Minnesota State University, Mankato 2004 — 2007
Bachelor, Marketing
Oak Ridge Financial March 2014 - Present
RBC Capital Markets September 2009 - March 2014
Skills
Series 7, Series 63, Financial Services, Investments, Project Management
Education
Minnesota State University, Mankato 2004 — 2007
Bachelor, Marketing
Keith Emmel's Oak Ridge Financial Experience August 2000 - March 2005
Job Innovating Everyday Tasks
Industry Internet
Experience
Friis Coffee February 2008 - Present
Little Giant Ladder Systems March 2006 - February 2008
Oak Ridge Financial August 2000 - March 2005
iPool.com September 1998 - June 2001
Skills
Product Development, Product Design, Product Marketing, Product Management
Education
Bethel University 1998 — 2003
Business Management
Friis Coffee February 2008 - Present
Little Giant Ladder Systems March 2006 - February 2008
Oak Ridge Financial August 2000 - March 2005
iPool.com September 1998 - June 2001
Skills
Product Development, Product Design, Product Marketing, Product Management
Education
Bethel University 1998 — 2003
Business Management
Dennis Kvarnlov-Leverty's Oak Ridge Financial Experience February 2009 - Present
Job Shop.com powered by Market America
Industry Internet
Experience
Oak Ridge Financial February 2009 - Present
Market America Unfranchise owner July 2008 - Present
Shopdenny.com February 2008 - Present
Stifel Nicolaus November 2000 - February 2009
Skills
Direct Sales, Entrepreneurship, Management, Advertising
Education
Bemidji State University 1970 — 1972
BS+, Special Education/Elementary Education
Oak Ridge Financial February 2009 - Present
Market America Unfranchise owner July 2008 - Present
Shopdenny.com February 2008 - Present
Stifel Nicolaus November 2000 - February 2009
Skills
Direct Sales, Entrepreneurship, Management, Advertising
Education
Bemidji State University 1970 — 1972
BS+, Special Education/Elementary Education
Crystal Soderlind's Oak Ridge Financial Experience 2010 - Present
Job Senior Brokerage Consultant at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans January 2014 - Present
Oak Ridge Financial 2010 - Present
Thrivent Financial for Lutherans 2006 - 2009
SUPERVALU 2005 - 2006
Skills
Asset Allocation, Wealth Management, Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Retirement, Securities, Asset Management, Investment Strategies
Education
St. Thomas University 1996 — 2008
MBA, Finance
St. Cloud State University
Finance, French
Thrivent Financial for Lutherans January 2014 - Present
Oak Ridge Financial 2010 - Present
Thrivent Financial for Lutherans 2006 - 2009
SUPERVALU 2005 - 2006
Skills
Asset Allocation, Wealth Management, Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Retirement, Securities, Asset Management, Investment Strategies
Education
St. Thomas University 1996 — 2008
MBA, Finance
St. Cloud State University
Finance, French
Jim Kallstrom's Oak Ridge Financial Experience February 2013 - Present
Job Senior Vice President at Oak Ridge Financial
Industry Investment Banking
Experience
Oak Ridge Financial February 2013 - Present
Dougherty & Company December 1994 - February 2012
Skills
Equities, Retirement Planning, Strategic Planning, Investment Banking, Insurance, Investments, Financial Modeling
Education
University of Minnesota - Carlson School of Management 1987 — 1991
Bachelor of Science (BS), Finance
Oak Ridge Financial February 2013 - Present
Dougherty & Company December 1994 - February 2012
Skills
Equities, Retirement Planning, Strategic Planning, Investment Banking, Insurance, Investments, Financial Modeling
Education
University of Minnesota - Carlson School of Management 1987 — 1991
Bachelor of Science (BS), Finance
Bob Hosker's Oak Ridge Financial Experience November 2004 - Present
Job VicePresident, Investments at Oak Ridge Financial
Industry Investment Management
Experience
Oak Ridge Financial November 2004 - Present
Education
St. Olaf College
Bachelor of Arts (B.A.), English and Psychology
Oak Ridge Financial November 2004 - Present
Education
St. Olaf College
Bachelor of Arts (B.A.), English and Psychology
Marge Ridley's Oak Ridge Financial Experience 2004 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Oak Ridge Financial 2004 - 2010
Wachovia Securities Financial Network 2003 - 2004
Prudential Securities 1996 - 2003
Ridley's Elm Creek Auto Service 1984 - 1996
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Equities, Strategic Financial..., Retirement, Portfolio Management, Asset Allocation, Trading, Bonds, Investment Strategies, Asset Management, Insurance, Investment Banking
Education
Minnesota State University, Mankato 2003 — 2004
Took classes, Certified Financial Planner
Oak Ridge Financial 2004 - 2010
Wachovia Securities Financial Network 2003 - 2004
Prudential Securities 1996 - 2003
Ridley's Elm Creek Auto Service 1984 - 1996
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Equities, Strategic Financial..., Retirement, Portfolio Management, Asset Allocation, Trading, Bonds, Investment Strategies, Asset Management, Insurance, Investment Banking
Education
Minnesota State University, Mankato 2003 — 2004
Took classes, Certified Financial Planner
Larry Petrusha's Oak Ridge Financial Experience April 2004 - April 2005
Job Finance Director at Oak Ridge Leasing
Industry Financial Services
Experience
Oak Ridge Leasing March 2011 - Present
AEL Financial, LLC April 2005 - March 2011
Oak Ridge Financial April 2004 - April 2005
Paccar Financial Corp August 1992 - April 2004
Paccar Financial August 1992 - March 2004
Mc Donnell Douglas Finance Corporation November 1988 - August 1992
Centel Credit Company January 1987 - November 1988
General Equipment Leasing March 1986 - January 1987
Deutsche Credit March 1983 - March 1986
Skills
Credit Analysis, Finance, Credit, Financial Analysis
Education
National Louis University 1993 — 1995
B. S., Business Management
Oak Ridge Leasing March 2011 - Present
AEL Financial, LLC April 2005 - March 2011
Oak Ridge Financial April 2004 - April 2005
Paccar Financial Corp August 1992 - April 2004
Paccar Financial August 1992 - March 2004
Mc Donnell Douglas Finance Corporation November 1988 - August 1992
Centel Credit Company January 1987 - November 1988
General Equipment Leasing March 1986 - January 1987
Deutsche Credit March 1983 - March 1986
Skills
Credit Analysis, Finance, Credit, Financial Analysis
Education
National Louis University 1993 — 1995
B. S., Business Management
Greenwell Brian P.'s Oak Ridge Financial Experience November 2011 - Present
Job Vice President Investments at Oak Ridge Financial
Industry Financial Services
Experience
Oak Ridge Financial November 2011 - Present
Feltl and Company January 2008 - November 2011
Merrill Lynch June 2005 - January 2008
Skills
Investments, Asset Allocation, Asset Management, Equities, Financial Planning, Series 7, Insurance, Wealth Management, Retirement Planning, Financial Analysis
Education
Purdue University 2001 — 2005
Oak Ridge Financial November 2011 - Present
Feltl and Company January 2008 - November 2011
Merrill Lynch June 2005 - January 2008
Skills
Investments, Asset Allocation, Asset Management, Equities, Financial Planning, Series 7, Insurance, Wealth Management, Retirement Planning, Financial Analysis
Education
Purdue University 2001 — 2005
Capital One
SunTrust Bank
M&T Bank
First Citizens Bank
Peoples United Bank
UMB Bank
SunTrust
Associated Bank