OBS Financial Services, Inc.
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OBS Financial Services, Inc. Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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