OBS Financial Services, Inc.

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OBS Financial Services, Inc. Employees

Employee
Years
Job
Industry
Todd Latham Todd Latham Dallas/Fort Worth Area Details
Todd Latham's OBS Financial Services, Inc. Experience October 2004 - May 2008
Job Executive VP & CMO at Devonshire REIT, Inc.
Industry Capital Markets
Experience
Devonshire REIT, Inc.   June 2009 - Present
Structured Wealth Management   May 2008 - August 2009
OBS Financial Services, Inc.   October 2004 - May 2008
IntegraColor  August 1996 - October 2004

Skills
Investments, Mutual Funds, Commercial Real Estate, Private Equity, Capital Markets, Fixed Income, Asset Management, Portfolio Management, Due Diligence, Financial Services, Wealth Management, 401k, Sales, Real Estate Economics, Asset Allocation, Finance, Real Estate, Securities, Banking, Mergers & Acquisitions, Investment Management, Credit, Financial Modeling, Equities, Investment Strategies, Alternative Investments, Investment Advisory, Risk Management, Relationship Management, Financial Analysis, Retirement, Venture Capital, Financial Advisory, Strategic Financial..., Brokerage, ETFs, Wealth Management..., Loans, High Net Worth..., Hedge Funds, Financial Risk, Estate Planning, Mortgage Lending, Disposition

Education
Texas A&M University   1983 — 1987
B.S., Agricultural Economics, Agribusiness

Woodson High School

Allison Haase Allison Haase Maumee, Ohio Details
Allison Haase's OBS Financial Services, Inc. Experience July 2012 - Present
Job Senior Operations Associate at OBS Financial Services, Inc.
Industry Financial Services
Experience
OBS Financial Services, Inc.   July 2012 - Present
OBS Financial Services, Inc.   June 2005 - July 2012

Skills
Asset Allocation, Wealth Management, Investments, Microsoft Office, Portfolio Management, Financial Services, Trust Operations, Asset Management, Equities, Investment Advisory, Mutual Funds, Banking

Education
Bowling Green State University   2000 — 2004
Bachelor of Arts (BA), General Business

Stephanie Yockey Stephanie Yockey Toledo, Ohio Area Details
Stephanie Yockey's OBS Financial Services, Inc. Experience March 2013 - Present
Job Director of Accounting
Industry Accounting
Experience
OBS Financial Services, Inc.   March 2013 - Present
CliftonLarsonAllen  January 2002 - January 2013
The Andersons, Inc  May 2000 - January 2002

Skills
Accounting, Auditing, Internal Controls, Microsoft Excel, Management, GAAP, US GAAP, Finance, Financial Statements, Tax, Financial Reporting

Education
University of Toledo   1999 — 2001
Bachelor's Degree, Business Administration; Accounting

Owens Community College
Associate Degree, Business Administration

Melissa Szafir Melissa Szafir Toledo, Ohio Area Details
Melissa Szafir's OBS Financial Services, Inc. Experience June 2013 - Present
Job Director of Marketing
Industry Financial Services
Experience
OBS Financial Services, Inc.   June 2013 - Present
DiaMedical USA  March 2012 - April 2013
Harvard Medical School  October 2009 - March 2012

Skills
Medical Research, Scientific Writing, Employee Training, Website Development, Newsletters, Management, Time Management, Research, Outlook, Event Planning, Marketing, Social Media, Customer Service, Microsoft Excel, Data Analysis, Public Speaking, Leadership, Microsoft Office, Strategic Planning, Marketing Strategy

Education
University of Michigan   2004 — 2008
Bachelor of Science (B.S.), Brain, Behavior, and Cognitive Sciences

Michael Jacoby Michael Jacoby Perrysburg, Ohio Details
Michael Jacoby's OBS Financial Services, Inc. Experience September 2014 - Present
Job Director of Client Services at OBS Financial Services, Inc.
Industry Financial Services
Experience
OBS Financial Services, Inc.   September 2014 - Present
Northwestern Mutual  August 2013 - September 2014
Bowling Green Campus Operations   October 2010 - April 2013

Skills
Insurance, Microsoft Office, Finance, Life Insurance, Strategic Financial..., PowerPoint, Disability Insurance, Customer Service, Microsoft Excel, Apple Safari, Risk Management, Financial Planning, Employee Benefits, Banking, Access, Public Speaking, Sales

Education
Bowling Green State University   2008 — 2012
Bachelor of Arts (BA), History and Popular Culture

Catherine Farley Catherine Farley Greater Detroit Area Details
Catherine Farley's OBS Financial Services, Inc. Experience January 2013 - Present
Job EVP Chief Operating Officer/Chief Financial Officer at OBS Financial Services, Inc.
Industry Financial Services
Experience
OBS Financial Services, Inc.   January 2013 - Present
OBS Brokerage Services, Inc.   January 2013 - June 2014
Telemus Capital Partners  April 2006 - September 2012
Resources Global Professionals  October 2004 - March 2006
Frank's Nursery  May 2004 - August 2004
H&R Block Financial Advisors  December 1992 - September 2003

Skills
Finance, Financial Analysis, Financial Modeling, Investments, Due Diligence, Mergers & Acquisitions, Risk Management, Internal Controls, Series 7, Equities, Accounting, Strategic Financial..., Business Process..., Process Improvement, Budgets, Executive Management, Strategy, Mergers, Strategic Planning, Financial Reporting, FINRA, Start-ups, Business Strategy, Asset Management, Operations Management, Series 65, Hedge Funds, Cash Management, Recruiting, Human Resources, Broker-Dealer Operations, Wealth Management, Cash Flow, Registered Investment..., Turn Around Management, General Securities..., Start-up Environment, Microsoft Dynamics, Financial Planning, 24 Licenses, Series 27, FINOP, Series 53, Broker-Dealer Compliance, Regulatory Examinations, General Securities..., Asset Managment, Series 55, Compliance RIA, Salesforce.com

Education
Securities Industry Institute (SII) - Wharton/SIFMA   2011 — 2014
Three Year Leadership Program in the Financial Securities Industry, Executive Education - Leadership

University of Michigan - Stephen M. Ross School of Business   1988 — 1992
Bachelor's Degree, Accounting

Anthony Kniss Anthony Kniss Toledo, Ohio Area Details
Anthony Kniss's OBS Financial Services, Inc. Experience March 2015 - Present
Job
Industry Information Technology and Services
Experience
OBS Financial Services, Inc.   March 2015 - Present
Signature Bank  August 2010 - March 2015
Hickory Farms  August 2005 - August 2010
Fallen Timbers Golf Course   September 2002 - August 2006
Anthony Wayne Auto Sales   August 2002 - August 2003

Skills
Active Directory, Help Desk Support, Troubleshooting, Computer Hardware, Hardware, Windows Server, HP, System Deployment, Management, Windows 7, Security, Software Installation, Windows, Disaster Recovery, Testing, XP, Information Technology, Networking, Printers, Technical Support, Lotus Notes, Windows XP, System Administration, IT Management, IBM iSeries, Databases, Microsoft SQL Server, Integration

Education
Hyland Software   2014 — 2014
Systems Administration

Owens Community College   2007 — 2010
Computer Systems Certificate, Computer Science

Penta Career Center   2002 — 2003
Marketing Education

Anthony Wayne High School   1999 — 2003
Diploma

Bowling Green State University
Computer Science

Elizabeth Gregor Elizabeth Gregor Miami/Fort Lauderdale Area Details
Elizabeth Gregor's OBS Financial Services, Inc. Experience February 2008 - October 2008
Job Office ManagerExecutive Assistant
Industry Leisure, Travel & Tourism
Experience
Demattei Wong Architecture  August 2014 - August 2015
Avis Budget Group  June 2012 - August 2014
Erie Coast Appraisal Group, Inc.   April 2009 - September 2011
OBS Financial Services, Inc.   February 2008 - October 2008
Great Lakes Risk Management   October 2006 - January 2008
Huntington National Bank / Sky Bank   June 2006 - September 2006
Lock One Inc.   April 2001 - March 2006

Skills
Investments, Travel Arrangements, Escrow, Calendars, Asset Managment, Lease Administration, Administrative..., Closings, Office Management, Budgets, Office Administration, Confidentiality, Property Management, Real Estate, Invoicing

Education
Ashford University   2014 — 2018
Bachelor's Degree, Business Administration, Management and Operations, Currently 4.0 GPA

Marietta College   2004 — 2005
Continued Education - Personal Financial Growth

Lafayette High School   1980 — 1984

Allison Luce Allison Luce Swanton, Ohio Details
Allison Luce's OBS Financial Services, Inc. Experience January 2008 - August 2014
Job iLink Real Estate Company
Industry Financial Services
Experience
iLink Real Estate Company   November 2014 - Present
OBS Financial Services, In   August 2014 - January 2015
OBS Financial Services, Inc.   January 2008 - August 2014
OBS Financial Services, Inc.   January 2005 - December 2007

Skills
Investments, Financial Services, Sales, Asset Allocation, CRM, Mutual Funds, Relationship Management, B2B, Customer Service, IRAs, Sales Process, Asset Management, Wealth Management, Management, Securities, Consulting, Strategic Planning, Leadership, Analysis, Sales Operations, Marketing, Team Building, Relationship Building, Public Speaking, Financial Analysis, Marketing Communications, Business Development, Small Business, Business Process..., Interviews

Education
University of Toledo   2003 — 2006
Bachelors, Finance and Marketing, 3.7

University of Nebraska-Lincoln   2000 — 2003
N/A, Finance and Marketing

Beth Gregor Beth Gregor Miami/Fort Lauderdale Area Details
Beth Gregor's OBS Financial Services, Inc. Experience January 2008 - October 2008
Job Executive Assistant / Office Manager at Demattei Wong Architecture
Industry Leisure, Travel & Tourism
Experience
Demattei Wong Architecture  August 2014 - August 2015
Avis Budget Group EMEA  June 2012 - August 2014
Erie Coast Appraisal Group   April 2009 - September 2011
OBS Financial Services, Inc.   January 2008 - October 2008
Lock One, Inc.   April 2001 - March 2006

Skills
Budgets, Proposal Writing, Negotiation, Customer Service, Records, Manuals, Flights, Car Rental, Calendars, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Process Scheduler, Real Estate, Event Management, Investments, Accounting, Property Management, Organization Skills, Adobe Acrobat, Construction..., Proposal Support, Travel Management, Managed File Transfer, Software Troubleshooting

Education
Ashford University   2014 — 2018
Bachelor's Degree, Business Administration, Management and Operations, 4.0

Lafayette High School   1980 — 1984

Marietta College

Ryan Schnittker, CFP® Ryan Schnittker, CFP® Columbus, Ohio Area Details
Ryan Schnittker, CFP®'s OBS Financial Services, Inc. Experience 2013 - 2014
Job Regional Vice President at Stadion Money Management
Industry Financial Services
Experience
Stadion Money Management  February 2014 - Present
OBS Financial Services, Inc.   2013 - 2014
Symetra  2012 - 2013
Meeder Investment Management  2005 - 2012
Meeder Investment Management  2002 - 2005

Skills
Mutual Funds, Investments, Investment Management, Asset Management, Financial Services, 401k, Financial Advisory, Public Speaking, Strategic Planning

Education
Bowling Green State University   1997 — 2001
BSBA, Finance

Michelle Sandwisch Michelle Sandwisch Toledo, Ohio Area Details
Michelle Sandwisch's OBS Financial Services, Inc. Experience June 2010 - July 2013
Job Health Educator/Screener/RN for GM Lifesteps Program at Interactive Health Solutions
Industry Health, Wellness and Fitness
Experience
MyTotalBody.me   June 2013 - Present
Interactive Health, Inc  May 2013 - Present
Tolson Media   May 2008 - April 2014
OBS Financial Services, Inc.   June 2010 - July 2013
CMJ Investments, Inc.   September 2009 - September 2011
Timberstone Group, Inc.   September 2006 - July 2009

Skills
Administrative..., Payroll, Notary Public, Training, Accounts Receivable, Marketing, QuickBooks, Employee Benefits, Invoicing, Human Resources, Spreadsheets, Microsoft Excel, Sales, Public Speaking, 30 hr OSHA safety..., 40 hr OSHA Hazmat..., Registered Nurse, Member of Toastmasters

Education
Georgetown University   2015 — 2017
Master’s Degree, Family Practice Nurse/Nursing

Lourdes University
Bachelor, Science in Nursing

Owens Community College
AD, Environmental Engineering

Alexander Bridges Alexander Bridges Athens, Ohio Details
Alexander Bridges's OBS Financial Services, Inc. Experience December 2014 - July 2015
Job Operations Associate at OBS Financial Services, Inc.
Industry Financial Services
Experience
OBS Financial   July 2015 - Present
Stephens Restaurant   September 2013 - Present
OBS Financial Services, Inc.   December 2014 - July 2015
Ohio University Baker Catering   May 2013 - August 2013
Toledo Mudhens   April 2012 - August 2012
UPS  December 2011 - January 2012

Skills
Catering, Management, Sales, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Teamwork, Time Management, Public Speaking, Microsoft Word, Research, Leadership, Data Analysis, Communication

Education
Ohio University   2011 — 2015
Bachelor's Degree, MIS, Alum

Rick Suder Rick Suder Indianapolis, Indiana Area Details
Rick Suder's OBS Financial Services, Inc. Experience June 2011 - June 2014
Job Devonshire REIT
Industry Financial Services
Experience
Devonshire REIT, Inc.   June 2014 - Present
OBS Financial Services, Inc.   June 2011 - June 2014
Financial Counselors Inc.  2008 - 2010
Worldwide Associates LLC   1997 - 2007
Federated Investors, Inc.   1987 - 1997

Skills
Investments, Portfolio Management, Asset Allocation, Asset Management, Wealth Management, 401k, Banking, Strategic Planning, Financial Analysis, Retirement, Finance, Series 7, Insurance, Budgets, Retirement Planning, Business Development, Mutual Funds

Education
Duquesne University   1983 — 1986
Bachelor's Degree, School of Business, Marketing/Marketing Management

Barb Mulhern Barb Mulhern Cleveland/Akron, Ohio Area Details
Barb Mulhern's OBS Financial Services, Inc. Experience April 2012 - Present
Job Chief Marketing & Product Officer at OBS Financial Services, Inc.
Industry Banking
Experience
OBS Financial Services, Inc.   April 2012 - Present
Key Bank N.A.   June 2006 - March 2012
National City Bank  November 1999 - June 2005

Skills
Wealth Management, Portfolio Management, Investments, Asset Management, Banking, Equities, Strategic Financial..., Mutual Funds, Asset Allocation, Financial Analysis, Risk Management, Relationship Management, Fixed Income, Series 7, Credit, Business Strategy, Investment Advisory, Finance, Capital Markets, Strategic Planning

Education
Case Western Reserve University - Weatherhead School of Management   1991 — 1993
MBA

John Carroll University   1984 — 1988
B.S., Economics

Robert Avery Robert Avery Whitehouse, Ohio Details
Robert Avery's OBS Financial Services, Inc. Experience April 2013 - August 2014
Job Job Seeker
Industry Financial Services
Experience
iLink Real Estate Co.   May 2015 - Present
Liberty Tax Service  December 2014 - April 2015
Consulting  October 2014 - November 2014
OBS Financial Services, Inc.   April 2013 - August 2014
OBS Financial Services, Inc.   May 2009 - April 2013
OBS Financial Services   May 2005 - May 2009

Skills
Asset Allocation, Wealth Management, Asset Management, Strategic Financial..., Investments, 401k, Retirement, Portfolio Management, Banking, Equities, Investment Advisory, Securities, Retirement Planning, Mutual Funds, Project Management, Operations Management, Microsoft Office, Microsoft Excel, Technology, Financial Planning, Financial Services, Management

Education
The Ohio State University   1998 — 2003
BS in Family Resource Management, Finance, Personal Finance