Ohio National Financial Services
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Ohio National Financial Services Employees
Bloomberg LP July 2014 - Present
NOVA Holdings / Jibun Mirai Associe August 2013 - May 2014
First Steps International February 2013 - July 2013
Ohio National Financial Services June 2012 - September 2012
Delta Air Lines September 2010 - March 2011
YORHealth March 2009 - June 2009
Skills
Excel, Oracle Crystal Ball, PowerPoint, Excel Solver, Event Planning, Word, Microsoft Office, Market Research, Dreamweaver, Photoshop, Public Speaking, Event Management, Illustrator, Online Marketing, Microsoft Word, Microsoft Excel, Sales, Advertising, Teaching, Teamwork, Social Networking, Facebook
Education
University of Cincinnati College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance & Marketing
Temple University - Japan Campus 2011 — 2011
Undergraduate, International Marketing
国際基督教大学 / International Christian University 2011 — 2011
Japanese Minor
Sylvania Northview
Ohio National Financial Services September 2015 - Present
Corporate Finance Consultant January 2014 - Present
International Leaders in Financial Operations & Risk Management January 2014 - September 2015
Financial Consultant January 2014 - September 2015
JP Morgan Chase August 2010 - September 2013
Citibank January 2010 - July 2010
Citigroup May 2006 - December 2009
Citigroup February 2004 - April 2006
Citigroup November 2002 - January 2004
Citigroup April 2002 - November 2002
Skills
Portfolio Management, Valuation, Financial Risk, Derivatives, Financial Analysis, Financial Modeling, Capital Markets, Banking, Mergers & Acquisitions, Strategy, Due Diligence, Emerging Markets, Investments, International Business, Foreign Languages, Trading, Analysis, Market Risk, Executive Management, Operational Risk, Corporate Finance, Investment Banking, Competitive Analysis, Financial Reporting, Credit Analysis, Treasury, Financial Structuring, Financial Services, Strategic Financial..., Corporate FP&A, Corporate Financial..., Country Risk Analysis, Financial Risk..., Financial Planning
Education
Kaplan University-Davenport Campus 2014 — 2016
Master's degree, Accounting and Finance
Indiana University 1998 — 2000
MBA, Finance-International Business
Indiana University - Kelley School of Business 1998 — 2000
MBA, Finance
Universidad Panamericana 1987 — 1991
B.S., Economics
MassMutual Financial Group July 2014 - Present
Ice Cold Advertising September 2009 - Present
Ohio National Financial Services September 2013 - June 2014
J.L. McConathy and Associates, Inc July 2011 - September 2013
MetLife August 2003 - November 2009
Skills
Insurance, Life Insurance, Fixed Annuities, Contract Negotiation, Term Life Insurance, Retirement Planning, Disability Insurance, Long-term Care, Retirement, Health Insurance, Underwriting, Investments, Brokers, Financial Planners, Risk Management, Property & Casualty..., Financial Planning
Education
Louisiana Tech University
The University of Texas at Austin
Target April 2013 - July 2015
Target December 2011 - July 2015
Polaris Industries November 2010 - November 2011
Wells Fargo Home Mortgage February 2010 - November 2010
Wells Fargo Home Mortgage May 2009 - February 2010
Ford Motor Company 2007 - August 2008
Ford Motor Company 2004 - 2007
Ohio National Financial Services 2003 - 2004
Skills
Access, Marketing, Marketing Strategy, Strategic Planning, Microsoft Excel, Budgets, Microsoft Office, Forecasting, Process Improvement, Customer Service, Account Management, Negotiation, Salesforce.com, Customer Satisfaction, Sales, Strategy, Project Management, Data Analysis, Brand Management, Qualitative Research, Design Thinking, Leadership, Pricing, Training, Marketing Communications, Event Management, Competitive Analysis, Management, Retail, Advertising
Education
Indiana University - Kelley School of Business 1998 — 2003
BS, Marketing and Physical Distribution Management
University of Minnesota-Twin Cities
Pre-Medicine/Pre-Medical Studies
Ohio National Financial Services March 2014 - Present
THE TRUSTMARK COMPANIES December 2010 - March 2014
Lincoln Financial Group July 1990 - February 2010
Taft, Stettinius & Hollister LLP September 1986 - July 1990
FDIC June 1980 - August 1983
Skills
Corporate Governance, Employment Law, Insurance, Mergers, Litigation Management, Litigation, Corporate Law, Strategy, Organizational Design, Leadership, Mergers & Acquisitions, Insurance Law, Executive Management, Negotiation, Privacy Law, Securities, Financial Services, Contract Negotiation, Employee Benefits, Business Strategy, Commercial Litigation, Joint Ventures, Licensing, Management, Legal Compliance, Due Diligence, Intellectual Property, Mediation, Legal Research, Arbitration, Investments, Risk Management, Reinsurance, Legal Writing, Acquisitions, Corporate Finance, ERISA, Securities Regulation, Venture Capital, Divestitures, Restructuring, Finance, Dispute Resolution
Education
Indiana University School of Law—Bloomington 1983 — 1986
JD
Indiana University Bloomington 1977 — 1982
BS, Finance
Jefferson High School 1974 — 1977
Ohio National Financial Services August 2014 - Present
Ohio National Financial Services July 2013 - August 2014
Ohio National Financial Services May 2010 - August 2014
Protiviti May 2009 - July 2009
PricewaterhouseCoopers May 2008 - August 2008
Skills
Accounting, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Financial Analysis, GAAP, Auditing, US GAAP, SEC filings, Tax, Financial Modeling, Financial Accounting, External Audit, Valuation, Sarbanes-Oxley, Investments, CPA
Education
Miami University 2005 — 2009
BA, Accountancy
GenoPATH, LLC March 2015 - Present
Ohio National Financial Services March 2013 - March 2015
Ohio National Financial Services June 2010 - April 2013
MetLife 2006 - 2010
Education
Louisiana Tech University 1990 — 1994
BS, Finance
Colonial Life June 2014 - Present
Cassell & Associates Inc. March 2002 - June 2014
Allstate September 2011 - August 2012
Ohio National Financial Services May 2006 - September 2010
Northwestern Mutual December 1996 - February 2002
Various June 1979 - November 1996
Borden Dairy Company June 1977 - May 1979
PriceWaterhouseCoopers June 1971 - May 1977
Skills
Strategic Planning, Customer Service, Retirement, Team Building, IRAs, Life Insurance, Leadership, 401k, Financial Planning, Mutual Funds, Estate Planning, Small Business, Budgets, Public Speaking, Management, Sales, Strategic Financial..., Investment Advisory, Marketing, Employee Benefits, Human Resources, Insurance, Series 24, Outsourcing, Vendor Management, Change Management, Continuous Improvement, Attention to Detail, Customer Satisfaction, Working with Brokers
Education
Manchester University 1967 — 1971
Bachelor's Degree, Business & Economics
Manchester University 1967 — 1971
BS Business & Economics (Accounting), Accounting and Finance
Accenture September 2014 - Present
itelligence North America November 2013 - September 2014
itelligence January 2012 - November 2013
Pomeroy May 2011 - December 2011
Contingent Network Sevices October 2010 - May 2011
Kao Brands\Robert Half Technology March 2010 - October 2010
St. Elizabeth Hospital\Robert Half Technology October 2009 - February 2010
School of Education, Health August 2007 - May 2009
Ohio National Financial Services April 2005 - August 2007
Skills
Technical Support, ITIL, ITIL Certified, Hardware, SharePoint, Disaster Recovery, IT Service Management, Networking, Active Directory, Databases, Troubleshooting, Help Desk Support, Cisco Technologies, HDI, HDI Support Center..., Servers, SAP
Education
University of Cincinnati College of Business 2015 — 2017
Master of Science (M.S.), Information Systems
Miami University 2005 — 2009
Bachelor's of Science, Management and Organization
Ohio National Financial Services July 2013 - Present
Ohio National Financial Services August 2001 - 2013
UMR January 1998 - August 2001
Sun TV 1993 - January 1998
Skills
Whole Life, Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Health Insurance, Customer Service, Claim, Customer Satisfaction, Retirement Planning, Underwriting, Brokers, Retirement, Long-term Care, Software Documentation
Education
American InterContinental University 2012 — 2015
Bachelor of Business Administration (BBA), Marketing
Erie Community College
Some college, Business
Medialle College
Some college, Business
Digital Instinct August 2014 - Present
Digital Instinct August 2012 - Present
Paltronics September 2011 - August 2012
Epic July 2010 - September 2011
Ohio National Financial Services May 2009 - August 2009
Skills
Microsoft SQL Server, Data Analysis, Analysis, Software Documentation, Customer Service, Business Analysis, Team Leadership, Process Improvement, Software Project..., Testing, SDLC, Customer Support, Databases, Gaming Industry, Technical Writing, Microsoft Excel, Epic Systems, Troubleshooting, Microsoft Office
Education
Miami University 2006 — 2010
Bachelor's Degree, Mathematics and Statistics, 3.7
PlusBlue Solutions April 2014 - July 2014
Mattress Firm December 2013 - April 2014
Cincinnati Reds September 2013 - April 2014
PMI October 2013 - November 2013
Collins Landscaping March 2011 - September 2013
Ohio National Financial Services May 2009 - August 2009
Skills
Microsoft Office, Sports Management, Life Insurance, Event Planning, Facebook, Public Speaking, Event Management, Social Media, PowerPoint, Coaching, Fundraising, Customer Service, Microsoft Word, Public Relations, Marketing, Microsoft Excel, Time Management, Social Networking, Claim, Leadership, Sales, Social Media Marketing
Education
University of Cincinnati 2010 — 2013
Bachelor's degree, Sports Administration
Miami University 2008 — 2010
PwC August 2015 - Present
PwC June 2014 - August 2014
HAVI LOGISTICS EUROPE April 2014 - May 2014
Indiana University Bloomington August 2013 - April 2014
BKD CPAs & Advisors June 2013 - August 2013
Ohio National Financial Services May 2012 - July 2012
Skills
Microsoft Excel, OneSource, PowerPoint, Accounting, Access, Auditing
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Business Administration (MBA), Financial Analysis
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science (B.S.), Accounting, Graduated with Distinction
Concordia Lutheran High School 2006 — 2010
Academic Honors Diploma
Columbus Life Insurance Company October 2011 - Present
Columbus Life Insurance Company April 2008 - October 2011
Columbus Life Insurance Company November 2004 - April 2008
Ohio National Financial Services May 2002 - November 2004
Education
Indiana Wesleyan University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Columbus Life Insurance Company January 2015 - Present
Columbus Life Insurance Company January 2014 - December 2014
Columbus Life Insurance Company October 2011 - December 2013
Columbus Life Insurance Company 2008 - 2011
Columbus Life Insurance Company 2004 - 2008
Ohio National Financial Services February 2002 - April 2004
Education
Indiana Wesleyan University 2008 — 2010
Master of Business Administration (MBA), Management
University of Cincinnati College of Business 1994 — 1998
Bachelor of Business Administration (BBA), Accounting
Ohio National Financial Services February 2012 - April 2012
Ferguson Enterprises August 2011 - December 2011
Bethesda North Hospital September 2010 - April 2011
Career Hiatus 2006 - 2010
Van Dyne Crotty, Inc August 2001 - April 2006
Midwest Cabinet Brokers, Inc April 1998 - May 2001
Skills
Data Entry, PowerPoint, Microsoft Office, Web Design, Photoshop, Windows, Internet Explorer, Firefox, Outlook, Microsoft Word, Microsoft Excel, Administrative..., Management, Customer Service, Raiser's Edge, Team Building, Leadership, Event Planning, Training, Strategic Planning, Illustrator
Education
Miami University 2009 — 2014
Associate's Degree, Computer Information Technology, 3.57 GPA
ITT Technical Institute 1991 — 1992
Diploma, Secretarial Office Technology
Eaton High School 1987 — 1992
Computer Literacy, Typing I & II, Accounting, Communications, English, Algebra
Peter sterling Broker April 2006 - Present
Ohio National Financial Services August 1995 - February 2007
Skills
Microsoft Excel, Matlab, SPSS, Financial Accounting, Corporate Finance, Account Management, Oracle, Oracle E-Business Suite
Education
Harvard Business School
Miami Dade College
Stanford University
The London School of Economics and Political Science (LSE)
Corporate Finance and Accounting Executive October 2015 - Present
The Companies of OneAmerica ®/Semler Financial Group June 2014 - September 2015
Ohio National Financial Services April 2012 - May 2014
Crowe Horwath LLP February 2011 - March 2012
ERP Control Specialists June 2009 - February 2011
Titus - US August 2005 - May 2009
PwC January 2004 - August 2005
Interactive Motorsports and Entertainment September 2002 - October 2003
Superior Insurance May 2001 - September 2002
Steak n Shake March 2000 - May 2001
Skills
Accounting, Internal Audit, Financial Accounting, CPA, Project Planning, Life Insurance, Corporate Finance, Corporate Tax, Strategic Leadership, Coaching & Mentoring, Certified Financial..., Income Tax, Insurance, life, Financial Planning, Financial Analysis, Investments
Education
Indiana University - Kelley School of Business 1986 — 1990
BS, Accounting, GPA 3.5
Marion High School 1983 — 1986
Diploma, Marion, Indiana, GPA 3.8
Ohio National Financial Services January 2014 - Present
Ohio National Financial Services March 2011 - December 2013
Protective Life August 2007 - March 2011
Skills
Life Insurance, Term Life Insurance, Insurance, Disability Insurance, Series 6, Series 63, Financial Planning, Retirement Planning, Variable Annuities, Life & Health Insurance..., Retirement, Qualified Retirement..., Fixed Annuities, Investments, Universal Life, Long-term Care, Mutual Funds, CLU
Education
Miami University 1997 — 2001
Bachelors, Economics & Marketing
Ohio National Financial Services 2014 - Present
Cornerstone Brands November 2004 - 2014
Cornerstone Brands November 2004 - March 2008
Skills
Data Warehousing, Business Analysis, SQL, Excel, Process Improvement, Access, ETL, Retail, Business Objects, Data Analysis, Business Intelligence, AS400, Crystal Reports, SQL Server, Inventory Management, SSIS, SAP, DB2, Logistics, Microsoft Excel, Analytics, CRM, Microsoft SQL Server
Education
Massachusetts Institute of Technology 2014 — 2014
Certificate, Big Data - Tackling the Challenges of Big Data
MIT 2012 — 2012
Certificate, Circuits and Electronics, EECS
University of Cincinnati
Computer Engineering
AEP Energy March 2015 - June 2015
Vantiv January 2013 - December 2014
Ohio National Financial Services January 2012 - January 2013
Vantiv April 2011 - January 2012
Office Depot October 2010 - April 2011
Skills
Management, Investments, Financial Analysis, Customer Service, Finance, Credit, Accounting, Program Management, Marketing, Mutual Funds, Public Speaking, Banking, Strategic Financial..., Financial Modeling, Risk Management, Business Analysis, Event Planning, Microsoft Office, Financial Reporting, Strategic Leadership, Peer Mentoring, Strategic Data Analysis, Project Planning, Customer Acquisition, Quickbooks, Microsoft Dynamics CRM, Tableau, Data Visualization
Education
Harvard Extension School 2015 — 2016
Bachelor’s Degree, Economics
Northern Kentucky University 2009 — 2010
Economics
American Modern Insurance Group November 2014 - Present
The Innova Financial Group October 2013 - 2014
MassMutual Financial Group October 2012 - October 2013
Ohio National Financial Services December 2005 - October 2012
American Family Insurance December 2004 - December 2005
Skills
Team Building, Disability Insurance, Insurance, Customer Service, Life Insurance, Portfolio Management, Finance, Management, Financial Services, Coaching, Long Term Care Insurance, Retirement, Analysis, Strategic Planning, Recruiting, Relationship Management, Sales, Recruitment Advertising, Social Media, Product Marketing, Series 6, Permanent Life Insurance, Building Relationships, Customer Acquisition, Cross-functional Team..., Securities, Customer Retention, Innovation Development, Marketing Strategy, Relationship Marketing, Customer Satisfaction, Marketing Communications, Strategic Financial..., Financial Planning
Education
Indiana Wesleyan University 2011 — 2015
MBA, Human Resources Management
Tennessee State University 1995 — 2001
Bachelor of Science (BS), Psychology
Withrow
Ohio National Financial Services April 2013 - Present
Ohio National Financial Services September 2011 - April 2013
Guardian Life January 2005 - September 2011
Guardian Life October 1998 - December 2004
Guardian Life January 1995 - September 1998
Northwestern Mutual January 1988 - January 1995
Skills
Financial Services, Variable Annuities, 401k, Estate Planning, Strategic Financial..., Financial Planners, Wealth Accumulation, Permanent Life Insurance, Disability Insurance, Term Life Insurance, LEAP, Circle of Wealth, Wealth Building..., Recruting, Business Development, Business Coaching, Whole Life, Infinite Banking Concept, Bank On Yourself, Tax Free Retirement, Financial Advisory
Education
Illinois State University 1979 — 1981
Industrial Technology
John Hersey High School 1975 — 1979
Ohio National Financial Services September 2015 - Present
Lincoln Financial Distributors January 2008 - Present
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Leadership, Retirement Planning, Mutual Funds, Sales, Investments, Business Development, Series 6, Retirement, Insurance, Wealth Management, Entrepreneurship, Strategic Planning, Marketing, Sales Management, New Business Development, Variable Annuities, Customer Service, Team Building
Education
Villanova University 2007 — 2009
MBA, Finance, General
Fairfield University 1985 — 1989
Bachelor of Arts (B.A.), Economics
EY September 2015 - Present
Duke University Housing, Dining & Residence Life August 2012 - May 2014
Ohio National Financial Services June 2013 - August 2013
Duke Academic Resource Center September 2011 - December 2012
Education
The College of William and Mary 2014 — 2015
Master's Degree, Accounting
Duke University 2010 — 2014
Bachelor of Arts (BA), English
Penncrest High School 2006 — 2010
Guggenheim Life and Annuity Company March 2015 - Present
Ohio National Financial Services March 2014 - March 2015
Ohio National Financial Services September 2010 - March 2014
Western & Southern Financial Group July 2006 - September 2010
Wellpoint June 2004 - June 2006
Skills
Actuarial Science, Valuation, Financial Reporting, Variable Annuities, GAAP, Tax, Fixed Annuities, Insurance, Financial Modeling, Investments, ALM, Health Insurance, Mentoring, Statutory Accounting, Life Insurance, Risk Management, Enterprise Risk...
Education
Indiana University Bloomington 2002 — 2004
M.A., Mathematics
Western Kentucky University 1999 — 2002
B.A., Mathematics
Owensboro High 1995 — 1999
MarketVision Research March 2014 - Present
Carla Essen Photography December 2006 - Present
Illumination Research July 2012 - February 2014
Itracks June 2011 - July 2012
Ladd Research Group January 2009 - October 2010
Watson Pharmaceuticals September 2006 - January 2009
inVentiv Health September 2004 - September 2006
Ohio National Financial Services April 2002 - September 2004
Triplefin March 2000 - December 2001
Fidelity Investments September 1997 - September 1999
Skills
Qualitative Market..., Observational Research, Asking Questions, Conducting Interviews, Focus Groups, Copy Testing, New Product Ideation, Pharmaceuticals, Medical Devices, Surgical Instruments, Financial Sector, Visual Communication, Digital Photography, Social Media, LinkedIn, Facebook, Twitter, Blogging, Typepad, Personal Branding, Customer Insight, Qualitative Research, Pharmaceutical Industry, Market Research, Consumer Behaviour, Financial Services, Product Development, Marketing Research, Data Visualization, Marketing Strategy, Marketing, Online Research, Segmentation, Online Moderation, Interviews, Strategic Planning, Strategy
Education
Miami University 1993 — 1997
BS, Mass Communication
McAuley High School 1989 — 1993
Ohio National Financial Services January 2015 - Present
Ohio National Financial Services May 2014 - January 2015
Answers in Genesis June 2010 - May 2014
Mt Auburn International Acadamy 2011 - July 2011
Southwest Middle School May 2009 - November 2009
Luxottica / EyeMed 2007 - April 2009
Mason High School 2008 - 2009
Great American Financial Resources 2005 - 2007
Western & Southern Financial Group 1999 - 2005
Miami University 1993 - 1999
Skills
Leadership, Portfolio Management, Project Management, Management, Training, Business Analysis, Budgets, CRM, Marketing, Teaching, Sales, Instructional Design, Web Design, Strategic Planning, Change Management, Process Improvement, Program Management, Public Speaking, Team Building, Vendor Management, Team Leadership, Leadership Development, Nonprofits, Fundraising, Presentations, New Business Development, Project Finance, Project Planning, Teamwork, Time Management
Education
Mount St. Joseph University 2008 — 2010
MAMSE, Multi-Cultural Special Education
University of Phoenix 2000 — 2002
MA, Organizational Management
Miami University 1991 — 1995
BA, Communication and Theatre
Ohio National Financial Services March 2015 - Present
Ameritas Life Insurance Corporation February 2012 - February 2015
Interactive Business Systems June 2011 - February 2012
Generation to Generation, LLC August 2010 - May 2011
Reed Elsevier Technology Services (RETS) January 2007 - August 2010
LexisNexis, a Reed Elsevier Company October 1998 - January 2007
NCR Corporation 1993 - 1998
NCR Corporation 1988 - 1993
Skills
ITIL, PMP, Project Management, Team Leadership, Oracle, Unix, Change Management, Data Center, Servers, Linux, Process Improvement, Cross-functional Team..., Program Management, Project Planning, System Administration, Budgets, Business Process, PMO, Management, Leadership, Information Technology
Education
Miami University
BS, Education
Western & Southern Life August 2014 - Present
Ohio National Financial Services 2008 - 2014
Principal Financial Group January 2012 - May 2013
Allstate Financial 2009 - December 2011
Insurance Consulting Services October 1993 - December 2007
Education
Florida State University
Bachelors
Insure-ez.com January 2010 - Present
Equitable Life & Casualty 1997 - 2015
Ohio National Financial Services 2001 - 2012
Henri Cross 1990 - 2012
Bankers Life and Casualty August 1986 - January 1991
Skills
Health Insurance, Long Term Care, Whole Life, Universal Life, Medicare Supplements, Term Life Insurance, Non-profits, Fixed Annuities, Medicare, Group Health, Insurance, Long-term Care, Insurance Agents, Music Production, Social Media Marketing, Insurance Brokerage, Nonprofits, Strategic Financial..., Property & Casualty..., Social Networking, Small Business, Customer Service, Brokers, Sales, Music, Microsoft Word, Commercial Insurance, Training, Retirement, Disability Insurance, Leadership, Public Speaking, Copywriting, Employee Benefits, Asset Management, Microsoft Excel, Online Marketing, Social Media, General Insurance, Professional Liability, Estate Planning, Retirement Planning, Financial Planners, Recording, Investments, Access, Management, Life Insurance, Strategic Planning, Coaching
Education
Marylhurst University
Pasadena City College
Portland State University
Integrated Financial Network September 2013 - Present
Ohio National Financial Services September 2011 - September 2013
Ohio National Financial Services December 2009 - September 2011
Ohio National Financial Services July 2007 - December 2009
Skills
Life Insurance, Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Disability Insurance, Insurance, 401k, Strategic Financial..., Wealth Management, Health Insurance, Variable Annuities, Term Life Insurance, Series 6, Series 63, IRAs
Education
Kent State University 2003 — 2007
Bachelor, Business Management
The American College
Chartered Life Underwriter
Ohio National Financial Services December 2014 - Present
GE September 2011 - November 2014
US Bank December 2006 - September 2011
Fifth Third Bank November 2005 - December 2006
Union Federal Bank March 2003 - November 2005
Union Federal Bank of Indianapolis March 2003 - April 2004
US Navy June 1994 - March 1999
Skills
AML, Banking, Risk Management, Financial Risk, Fraud, Risk Assessment, Due Diligence, Financial Services, Process Improvement, Retail Banking, Private Investigations, law, Administrative Law, Certified Anti-Money..., Military Experience, Compliance, Legal Research, CAMS, Branch Banking, Sanction, Financial Regulation, KYC, Commercial Banking, Bank Secrecy Act, USA PATRIOT Act, OFAC, Auditing, Operational Risk, Regulations
Education
Northern Kentucky University—Salmon P. Chase College of Law 2008 — 2011
Juris Doctorate, Law
Indiana University - Kelley School of Business 1999 — 2001
Bachelor of Science, Business
W K Brown Financial Services, Inc. May 2004 - Present
Proplocate Realty August 2005 - January 2011
Ohio National Financial Services January 2005 - January 2011
BancStar Mortgage January 2005 - January 2011
RE/Max Metropolitan Realty May 2008 - December 2010
First Financial Group May 2004 - December 2005
Skills
Financial Planning, Credit, Mortgage, Insurance, Investments, Real Estate, Retirement, Small Business, Accounting, Portfolio Management, Funding, Business Planning, Wealth Management, Financial Analysis, Mutual Funds, Negotiation, Budgeting, Retirement Planning, Tax, Asset Management, Term Life Insurance, Annuities, New Business Development, Employee Benefits, Financial Reporting, Estate Planning, Disability Insurance, Pensions, 401k, Mortgage Lending, Budgets, Fixed Annuities
Education
Florida Agricultural and Mechanical University 2001 — 2004
MBA, Finance
Oakwood College
Business management
Ohio National Financial Services February 2012 - Present
Ohio National Financial Services January 2011 - February 2012
Ohio National Financial Services March 1999 - January 2011
Ohio National Financial Services June 1992 - March 1999
Ohio National Financial Services May 1991 - June 1992
Skills
401k, Retirement Planning, Retirement, Pensions, FINRA, Series 6, Series 26, Mutual Funds, Series 63
Education
Eastern Kentucky University 1984 — 1987
BBA, Operations/Administrative Management
Ohio National Financial Services June 2008 - Present
The Heritage House Restaurant and Shops May 1993 - April 1996
Education
Marquette University 1988 — 1990
Certificate of Management
Ohio National Financial Services November 2014 - Present
Bupa Insurance Company January 2010 - July 2014
Discovery Communications October 2006 - December 2009
Discovery Communications February 2003 - October 2006
Staines Consulting, Inc October 2000 - February 2003
Conectadas, Inc. May 2000 - January 2001
Visa May 1999 - May 2000
Visa June 1997 - May 1999
Visa February 1995 - June 1997
Beckman Coulter 1991 - 1995
Skills
Forecasting, Mergers & Acquisitions, Strategic Financial..., Budgets, Mergers, Due Diligence, Strategy, Finance, Business Planning, Managerial Finance, Accounting
Education
Harvard University 1999 — 1999
Certificate
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
MBA
University of Wisconsin-Madison 1984 — 1986
BS (Honors & Distinction)
UWCSEA 1983 — 1984
IB Diploma
State Farm Insurance May 2010 - August 2011
Miami University May 2010 - August 2011
Cincinnati Commandos March 2011 - June 2011
JPMorgan Chase February 2010 - May 2010
Ohio National Financial Services August 2006 - February 2010
Wright State University September 2005 - August 2006
National City Bank April 2005 - November 2005
Dayton Warbirds 2005 - 2005
New York Dragons 2004 - 2004
Skills
Management, CRM, Strategic Planning, Sales Management, Insurance, Customer Service, Leadership, Sales Operations, Selling, Small Business, Entrepreneurship, Sales, Investments, Analysis, Time Management
Education
Miami University 2010 — 2011
Integrative Studies, Applied Kinesiology and Integrated Leadership
The Ohio State University 1999 — 2001
Ohio National Financial Services March 2014 - Present
Protective Life February 2012 - March 2014
Guardian Investor Services April 2007 - January 2012
Capstone Asset Mgt February 2001 - December 2006
PaineWebber January 1998 - January 2001
Education
Louisiana State University 1993 — 1997
BS, Finance
Ohio National Financial Services August 2013 - Present
Campbell and Company May 2013 - July 2013
Johns Hopkins University 2009 - 2012
Skills
Financial Modeling, Quantitative Finance, Derivative Pricing, Monte Carlo Simulation, C++, C++ Armadillo, C++ Eigen3, ArrayFire GPU Computing, MATLAB, Vectorized Computing..., Excel/VBA, Stochastic Calculus, Finite Difference Method, Numerical Analysis, Scientific Computing, Time Series Analysis, Bloomberg & Excel API, OO Programming, Optimization Algorithms
Education
The Johns Hopkins University 2006 — 2008
Master of Science and Engineering (M.S.E.)
Fudan University 2002 — 2006
Ohio National Financial Services April 2013 - Present
Ohio National Financial Services@@ 2009 - 2011
Skills
Series 24, Series 7
Education
Northern Kentucky University 2008 — 2012
Master's degree, Accounting
Hanover College 1990 — 1994
Bachelor of Arts (BA), Business Administration and Management, General
Ohio National Financial Services February 2015 - Present
Ohio National Financial Services March 2014 - February 2015
Macy's February 2013 - May 2014
Amazon July 2012 - December 2012
Data Recognition Corporation May 2012 - July 2012
Jeni's Splendid Ice Creams June 2010 - January 2012
Goodwill Industries August 2009 - August 2010
ReUse Industries July 2007 - July 2009
Skills
Customer Service, Promotions, Microsoft Office, Excel, Strategic Planning, Customer Relations, Problem Solving, Excellent Verbal and..., Event Planning, Fundraising, Sound Editing, Team Leadership, Grant Writing, Highly Adaptable, Empathetic, Positivity, Pattern Recognition, Reading People, Reasoning
Education
Ohio University 1999 — 2006
Bachelor of Specialized Studies, Multimedia Writing
Full Sail University 2002 — 2003
Associate of Science, Recording Arts
Ohio National Financial Services December 2014 - Present
Ohio National Financial Services December 2013 - Present
A Bride's Mafia May 2012 - August 2013
Glendale Florist 2007 - May 2013
Bella Donna Inc. 2008 - 2009
Skills
Customer Service, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Microsoft Office, Public Speaking, Event Planning, Social Networking, Sales, Leadership, Marketing, Event Management, Time Management, Facebook, Retail, Teamwork, Account Management, Marketing Communications
Education
Miami University 2009 — 2013
Bachelor of Science (B.S.), Kinesiology
Ohio National Financial Services March 2013 - June 2015
FedEx Office October 2009 - March 2013
Skills
Customer Satisfaction, Customer Service, Outlook, Digital Printing, Sales, Microsoft Office
Education
Kennesaw State University
Graphic Design/Marketing
Ohio National Financial Services June 2015 - Present
AFG November 2014 - June 2015
KPMG June 2011 - November 2014
RJ Pile, LLC September 2006 - May 2011
Skills
Financial Reporting, Auditing, Accounting, Internal Controls, Financial Accounting, Financial Analysis, Tax, CPA, General Ledger, US GAAP, External Audit, Income Tax, Managerial Finance, Internal Audit, Tax Preparation
Education
Indiana Wesleyan University 2001 — 2006
Bachelor's of Science, Accounting
Greenwood High School
Wilk SIlver LLC August 2013 - May 2014
Digital Risk October 2012 - July 2013
International Criminal Tribunal for the Former Yugoslavia August 2011 - December 2011
LifePro, Inc. & ING Financial Partners November 2008 - July 2009
U.S. Bancorp Investments December 2001 - March 2008
Ohio National Financial Services February 1999 - November 2001
Skills
International Law, Legal Research, Intellectual Property, Legal Writing, International Criminal..., Public International Law, Legal Documents, Estate Planning, Client Counseling, International..., Strategic Financial..., Entertainment Law, International Litigation, Law of Armed Conflict, Business Development, Interpersonal..., Interviewing Skills, Client Development, Public Speaking, Presenter, War Crimes
Education
Florida Coastal School of Law 2010 — 2012
Juris Doctor, International Law
University of San Diego School of Law 2011 — 2011
University of California, Irvine
Bachelor of Arts (B.A.), Political Science, Alumni
Ozarks Financial Group 2005 - Present
Mid America Youth Basketball 2007 - 2012
Ohio National Financial Services 2003 - 2012
Arkansas Officials Association 2001 - 2012
Cargill Animal Nutrition 2003 - 2005
FedEx Freight 2001 - 2003
Skills
College Basketball, Basketball Coaching, Basketball, Softball, Football, Baseball, Volleyball, Officiating, Horses, Horse Training, Retirement Planning, Medicare, Medicare Part D, Medicare Advantage, Medicare Prescription...
Education
Oklahoma State University 1995 — 2001
Bachelor of Science (BS), Animal Science
Hendrix College 1994 — 1995
none, Business
Ohio National Financial Services September 1999 - Present
Fidelity Investments 1993 - 1999
Skills
Risk Management, Investments, Compliance, Securities, FINRA, Series 7, Mutual Funds, Series 24, Series 63, Asset Managment, Insurance, Retirement Planning, SEC
Education
Miami University 1989 — 1993
B.S., Finance
Fidelity Investments June 2014 - Present
POSSIBLE August 2011 - May 2014
Nielsen Company February 2011 - July 2011
Nielsen Company December 2009 - February 2011
Nielsen Company November 2006 - December 2009
Schaeffer's Investment Research February 2000 - November 2006
Cincinnati Bell March 1998 - February 2000
Ohio National Financial Services 1994 - 1997
Skills
Analytics, Market Research, Competitive Analysis, Customer Insight, Marketing Research, Email Marketing, Digital Marketing, CRM, Strategy, Web Analytics, Social Media, SEO, Digital Strategy, Marketing, SEM, Omniture, Segmentation, Advertising, Google Analytics, PPC, Business Development, Advocacy, Loyalty Programs, Sports Marketing, Automotive, CPG Industry, Financial Services, Entertainment Industry, Healthcare Industry, Mobile Marketing
Education
King's College London, U. of London 1997 — 1997
Sports Marketing
Northern Kentucky University 1993 — 1997
BA, Advertising, Sporting Marketing, Market Research
Villa Madonna Academy 1989 — 1993
HS
American Wealth Group June 2014 - Present
Ohio National Financial Services July 2011 - Present
Skills
Fixed Annuities, Insurance, Life Insurance, Investments, Retirement Planning, Small Business, Retirement, Underwriting, Finance, Disability Insurance, Long-term Care, Financial Services, Financial Planning, Health Insurance, IRA's, Term Life Insurance, 401k, Long Term Care Insurance, Portfolio Management, Estate Planning, Mutual Funds, Financial Planners, Wealth, Investment Advisory, Universal Life, Series 63, Whole Life, IRAs, Strategic Financial..., Employee Benefits, Roth IRA, Buy-sell Agreements, Key Person Insurance, Critical Illness, Risk Management, Financial Advisory, Wealth Management, Mortgage Lending, Investment Properties, FHA, Personal Finance, Loans, Refinance, Residential Mortgages, Mortgage, VA loans, Customer Service, Management, Sales, Marketing
Education
Iowa State University 1988 — 1995
Bachelor, Construction Engineering
Millard North High School 1984 — 1988
High School Diploma, General Studies
Ohio National Financial Services July 2006 - Present
Andesa Services, Inc. July 2000 - July 2006
Great American Life Insurance March 1997 - July 2000
Western & Southern Financial Group October 1986 - March 1997
Skills
Investments, Insurance, Life Insurance, Actuarial Science, Health Insurance, Fixed Annuities, Pensions, Risk Management, Employee Benefits
Education
Massachusetts Institute of Technology 1983 — 1986
BS, Applied Math
Ohio National Financial Services August 2015 - Present
Ohio National Financial Services April 2014 - August 2015
Ohio National Financial Services August 2013 - April 2014
Western & Southern Financial Group October 2009 - August 2013
Alpha Kappa Lambda July 2008 - October 2009
Erie Insurance Group June 2007 - April 2008
Skills
Insurance, Financial Reporting, Actuarial Science
Education
Edinboro University of Pennsylvania 2004 — 2008
Bachelor's degree, Math with an Actuarial Concentration and Economics, 3.88
Society of Actuaries
Shutter's Edge Photography August 2013 - Present
Ohio National Financial Services December 2012 - Present
Lincoln Financial Group January 2008 - November 2012
Winston-Salem Theatre Alliance 2011 - 2012
Jefferson Pilot Financial June 2006 - January 2008
Volvo Trucks 2005 - 2006
Federated Department Stores February 1996 - July 2001
Skills
Insurance, Term Life Insurance, Risk Assessment, Risk Management, Conflict Management, Presenter, Internal Communications, Relationship Cultivation, Business Relationship..., Associate, Customer..., Financial Risk, Data Analysis, Life Insurance, Underwriting, Medical Underwriting, EKG, Microsoft Office, Management, Finance, Vendor Management, Photoshop, InDesign, Illustrator, FALU, Web Development, Social Media Marketing, Marketing
Education
Xavier University 2001 — 2004
Bachelor of Arts (B.A.), Music Performance, General
Eckerd College 1995 — 1996
Ohio National Financial Services January 2014 - Present
Ohio National Financial Services January 2012 - December 2013
Ohio National Financial Services April 1992 - December 2011
Skills
Life Insurance, Marketing, Retirement Planning, Fixed Annuities, Retirement, Insurance, Disability Insurance, Strategic Financial..., Investments, Term Life Insurance, Series 7, Estate Planning, 401k, Financial Advisory, IRAs
Education
Miami University 1983 — 1989
Bachelor of Arts (B.A.), Interdisciplinary Studies
Ohio National Financial Services August 2015 - Present
Ohio National Financial Services February 2008 - August 2015
Gale Insulation / Masco August 2004 - February 2008
Interlott Technologies May 1999 - August 2004
Skills
Microsoft Excel, Customer Service, Access, Microsoft Office, Microsoft Word, Outlook, Customer Satisfaction, Time Management, Life Insurance, PowerPoint
Education
Goshen High School
High School
Great Oaks Institute of Technology and Career Development
Certificate, Medical Terminology
Mercer April 2015 - Present
Ohio National Financial Services December 2013 - April 2015
PenCal January 2012 - December 2013
BeneFacio, Inc. April 2006 - February 2012
MassMutual Financial Group January 1999 - April 2006
Unum January 1998 - January 1999
Paul Revere Insurance Group January 1992 - January 1998
Skills
Disability Insurance, Employee Benefits, Life Insurance, Insurance, Retirement Planning, Long-term Care, Customer Service, Term Life Insurance, Small Business, Retirement, Health Insurance, Sales Management, Account Management, Series 6, 401k, Executive Pay, Fixed Annuities, Strategic Planning, Long Term Care, Customer Relations, Financial Services, Property & Casualty...
Education
Harding University 1989 — 1992
Business Administration, Sales
Current Insurance Solutions April 2014 - Present
Ohio National Financial Services 2014 - Present
Skills
Catering, Life Insurance, Disability Insurance, Supplemental Insurance, Special Needs Planning, Annuities, Business Insurance
Education
Lenoir-Rhyne College 1972 — 1976
Bachelor of Arts, General Studies w/concentration in Business Administration and Chemistry
The American College
Chartered Life Underwriter (CLU)
SKC Financial Group February 2011 - Present
Ohio National Financial Services February 2011 - Present
MetLife Financial Services April 2010 - February 2011
Mass Mutual 2006 - 2010
Skills
Life Insurance, Strategic Financial..., Fixed Annuities, Investments, Retirement Planning, 401k Rollovers, Financial Planners, Investment Advisory, Disability Insurance, Retirement, IRAs, 401k, Financial Advisory, Universal Life, Long-term Care, Estate Planning, Mutual Funds, Insurance, Series 6, Series 63, Term Life Insurance, Wealth Management, Series 7, Securities, Asset Allocation, Whole Life, Long Term Care Insurance
Education
Indiana University of Pennsylvania 2001 — 2005
Bachelor of Science, Finance and Economics
Lackawanna Trail High School 1997 — 2001
Diploma
Ohio National Financial Services July 2014 - Present
Washington National Insurance Company April 2014 - Present
Independent Insurance Broker March 2014 - Present
Aflac April 2013 - Present
Morikami Museum September 2010 - February 2013
Celeste Shop of New Jersey July 1985 - January 2006
Skills
Insurance, Customer Service, Marketing, Microsoft Office, Public Relations, Sales, Time Management, Social Networking, Social Media, Marketing Strategy, Teamwork, Management
Education
Emerson College
Theater, Speech Pathology, German Language
Hofstra University
Psychology and German
Schiller International University Heidelberg, Germany
Pre-Medicine/Pre-Medical Studies
Muse Financial Solutions, LLC April 2015 - Present
Ohio National Financial Services July 2003 - April 2015
Skills
Retirement, FSA, MAAA, CERA, PRM, Fixed Annuities, Life Insurance, Actuarial Science, Insurance, Investments, Financial Risk..., Financial Analysis, Financial Modeling, Hedging, Finance, Risk Management, Financial Services
Education
Miami University 1991 — 1995
Bachelor of Science (BS), Mathematics and Statistics
Bridge Logistics, Inc. June 2015 - Present
Ohio National Financial Services May 2013 - August 2013
The Allstate Insurance Company – Procaccino-Paris Agency June 2011 - August 2011
Skills
Microsoft Excel, Marketing, Social Media, PowerPoint, Microsoft Word, Teamwork, English, Analysis, Access, Time Management, Leadership, Public Speaking, Research
Education
Miami University 2011 — 2015
Bachelor of Science (BS), Supply Chain and Operations Management
St. Xavier High School 2007 — 2011
Integrated Financial Network April 2010 - Present
Ohio National Financial Services May 2006 - April 2010
Skills
Insurance, Estate Planning, Life Insurance, Disability Insurance, Retirement
Education
Miami University 2003 — 2006
Bachelor of Arts, Psychology
Drive Media House May 2014 - Present
Promevo May 2013 - May 2014
Coffee Emporium November 2012 - May 2013
Ohio National Financial Services June 2012 - September 2012
Boston Stoker June 2011 - June 2012
Chick-fil-A December 2010 - April 2011
Cedarville University SGA August 2010 - December 2010
Cedar Fair Entertainment Company January 2005 - August 2009
Skills
Public Speaking, Social Media, Social Networking, Sales, Event Planning, Public Relations, Microsoft Office, Creative Writing, Customer Service, Social Media Marketing, Marketing, Facebook, Direct Marketing, Microsoft Excel, Event Management, Project Management, Client Service Oriented, Creative Strategy, Team Leadership
Education
Cedarville University 2007 — 2011
Bachelor of Arts, Communication Studies, 3.3
Dublin Business School 2009 — 2009
International Business, Project Management, Event Planning
Ohio National Financial Services December 2013 - Present
NetCracker June 2004 - November 2013
Convergys 2004 - 2012
Skills
Web Development, Programming, PHP, Telecommunications..., HTML 5, CodeIgniter, jQuery, VBA, Microsoft Excel, Unix, UML, SQL, Telecommunications, Java, PL/SQL, Business Analysis, Requirements Analysis, Java Enterprise Edition, Software Development, Unix Shell Scripting, JavaScript, CSS
Education
Florida State University 2000 — 2004
Bachelor of Arts (B.A.), Computer Science
Loveland
Janet Murphy, LLC November 2013 - Present
Ohio National Financial Services December 2009 - November 2013
Convergys May 2009 - December 2009
Fort Washington Investment Advisors March 2008 - March 2009
Western & Southern Life July 2005 - March 2008
Education Lending Group, Inc. April 2003 - June 2005
Millenium Technical Communications, Inc. 1997 - 2005
DocuCraft, Inc 1989 - 1997
Skills
Technical Documentation, BPMN, Business Analysis, Strategy, Team Leadership, Visio, Requirements Analysis, Microsoft Office, SharePoint, Cross-functional Team..., Communication, Smart Grid, Microsites & Landing..., Power Transmission, Power Distribution, Vegetation Management, Distribution Automation, Marketing Communications, Social Media, Leadership
Education
Miami University 1994 — 2003
Master of Technical & Scientific Communication, Focus: Marketing Communications & IT
University of Cincinnati 1984 — 1988
BFA, eMedia (a.k.a. Radio/TV/Film)
Indian Lake High School
Ohio National Financial Services January 2014 - Present
Cincinnati Bell March 2012 - November 2013
GS1 US, Inc. 1998 - 2010
Paging Network of Ohio (PageNet) 1996 - 1998
Kalamazoo County Community Mental Health 1991 - 1995
YWCA 1987 - 1991
Kalamazoo Academy 1985 - 1987
Balkema Electric 1984 - 1985
PNC Bank (formerly First of America Bank) 1978 - 1984
Skills
Excel, Budget Analysis, Accounting, Customer Service, Budgeting, Process Improvement, Analysis, Business Analysis, Financial Analysis, Problem Solving, Team Building, Microsoft Office, Team Leadership, Word, PowerPoint, Outlook, Business Process, Operations Management, Budgets, Data Analysis, Program Management
Education
Ferris State University 1975 — 1978
BS, Accounting, Finance
Panhandle Financial Services January 2015 - Present
American General Life and Accident November 2012 - Present
American General Life and Accident November 2011 - October 2014
Office Pride July 2010 - June 2014
Ohio National Financial Services 2013 - 2014
Ohio National Financial Services 2013 - 2014
OFFICE PRIDE Pensacola, FL July 2010 - July 2011
SBM Site Services August 2009 - December 2010
Amerotel Inc. July 2007 - April 2009
Network Telephone, Pensacola Fl. Knoxville Location 2005 - 2007
Skills
Team Building, Customer Service, Sales Management, New Business Development, Account Management, Microsoft Excel, Microsoft Office, Budgets, Sales Process, B2B, Outlook, Direct Sales, Negotiation, Microsoft Word, Solution Selling, Business Development, Marketing, Training, Telecommunications, Management, Sales, Small Business
Education
Lincoln Memorial University 1996 — 1998
BA, Business Administration and Management, General
Lurleen B Wallace Community College 1995 — 1996
Pacific Advisors August 2009 - Present
Shelter Insurance Companies 2005 - 2009
Ohio National Financial Services 2004 - 2005
Lutheran Brotherhood/Thrivent Financial for Lutherans 1984 - 2003
Skills
Insurance, Life Insurance, CLU, Property & Casualty..., Financial Services, Term Life Insurance, Marketing, Fixed Annuities, Series 7, ChFC, Whole Life, Long-term Care, Retirement Planning, Commercial Insurance, Leadership, Disability Insurance, Sales Management, Health Insurance, General Insurance, Umbrella Insurance, Universal Life, Liability, Management, Retirement, 401k, Estate Planning, Long Term Care Insurance, Financial Planners, Series 6, Mutual Funds, Series 63, IRAs, Wealth Management, Underwriting, Strategic Financial..., Wealth, Investments, Financial Advisory, Securities, Employee Benefits, Small Business, Asset Allocation, Pensions, Sales, Buy-sell Agreements, Investment Advisory, Health Savings Accounts, Portfolio Management, Wealth Management..., Brokers
Education
The American College 1992 — 1999
CLU,ChFC,CFP, Personal Finance
Northwestern University - Kellogg School of Management 1980 — 1982
Lake Forest College 1975 — 1979
BA, Economics
Ohio National Financial Services September 2009 - Present
Beverly Bootstraps Community Center January 2009 - November 2009
Bake 'n Joy Foods, Inc. September 2008 - December 2008
Liberty Mutual May 2008 - September 2008
Hartford Hospital December 2006 - January 2007
Skills
Insurance, Life Insurance, PowerPoint, Fixed Annuities, Microsoft Excel, Salesforce.com, Facebook, Microsoft Office, Microsoft Word, Series 6, Variable Annuities, Customer Service, Event Planning, Life & Health Insurance..., Brokerage, Variable Products, Social Media, FINRA, Retirement Plan..., Mutual Funds, Universal Life, Estate Planning, Whole Life, 401k, Key Person Insurance, Indexed Annuities, Long Term Care Insurance, Qualified Retirement..., 401k Rollovers, Disability Insurance, Annuity Sales, Series 63, IRAs, Permanent Life Insurance, Retirement Planning, Retirement, Financial Services, Finance, Retirement Savings, Financial Analysis, Advertising, Marketing
Education
The American College 2015 — 2017
Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Certified Financial Planner (CFP)
Endicott College 2005 — 2009
BS, Business Administration, Marketing
Ohio National Financial Services May 2013 - Present
Ohio National Financial Services November 1998 - May 2013
jefferson pilot financial June 1988 - February 1998
Shelter Insurance Companies October 1977 - June 1988
Skills
Retirement, Retirement Planning, Life Insurance, Insurance, Term Life Insurance, Variable Annuities, IRAs, Series 6, Mutual Funds, Series 63, Estate Planning, Disability Insurance, 401k, FINRA, Long-term Care, Strategic Financial..., Team Leadership
Education
The American College 1989 — 1992
CLU CHFC
Eastern Illinois University 1968 — 1972
P.E., education
lincoln community High school 1964 — 1968
general
Ohio National Financial Services December 2014 - Present
Gardens Alive March 2013 - Present
Nurtur Holdings LLC August 2010 - Present
Prudential Financial June 2009 - August 2009
Skills
Management, Risk Management, Project Management, Employee Benefits, Teamwork, Recruiting
Education
Miami University
Bachelor of Science (BS), Accounting
JPMorgan Chase May 2013 - Present
JPMorgan Chase August 2011 - May 2013
Columbus Dispatch December 2003 - August 2011
TRIAD, Inc May 2001 - October 2005
Ohio National Financial Services August 1999 - May 2001
Times Recorder December 1996 - August 1999
WYBZ-FM June 1995 - December 1996
Skills
Blogging, Newsletters, Journalism, Storytelling, Event Planning, Web Content, Editing
Education
Franklin University 2013 — 2016
Master of Business Administration (M.B.A.)
E.W. Scripps School of Journalism, Ohio University 1991 — 1995
Bachelor of Science, Journalism
Victoria Secret January 2011 - June 2011
Simplicity Creative Group October 2010 - January 2011
Victorias Secret September 2010 - December 2010
Alterations Express June 2010 - August 2010
Kent State University May 2007 - August 2010
Leanne Marshall February 2009 - March 2009
Ohio National Financial Services December 2008 - January 2009
Alterations Unlimited May 2008 - August 2008
Skills
Sewing, Pattern, Apparel, Fashion Design
Education
Kent State University 2006 — 2010
Fashion Design, Fashion Design Major, Minor Marketing
Convergys September 2011 - Present
Convergys September 2008 - September 2011
Ohio National Financial Services December 2007 - August 2008
Ohio Casualty Group May 2005 - November 2007
CNG Financial Corporation 1999 - 2005
Bank One July 1997 - November 1998
Skills
Risk Management, Risk Assessment, Auditing, Internal Audit, Sarbanes-Oxley, Business Process..., Financial Reporting, Financial Services, Sarbanes-Oxley Act, Process Improvement, SAS70, Internal Controls, Financial Analysis, Management, Leadership, IT Audit, Accounting, Human Resources, Budgets, Financial Risk
Education
Marymount University 1994 — 1995
Master's degree, Internal Audit
Universitas Trisakti 1988 — 1993
Bachelor's degree, Accounting
Ohio National Financial Services September 2015 - Present
Ohio National May 2005 - Present
Education
Georgia Institute of Technology 1994 — 2000
Ohio National Financial Services 2000 - Present
Motorcycle Safety Foundation 2001 - Present
Springfield Township Fire Department 1994 - 2000
Law Enforcement 1988 - 1994
CHF Ventures 1986 - 1994
US ARMY 1980 - 1986
Skills
Cisco Technologies, IBM AS/400, IBM Lotus Notes, Blackberry Enterprise..., Networking, Firewalls, Troubleshooting, Windows, Active Directory, Windows Server, VMware, Microsoft Office, Project Management, Team Building, Process Improvement, Apple Computing, Motorcycle Safety, Long Distance..., Fire Safety, Lotus Notes, Apple, Network Security, ASA, Cisco Routers, Security, Computer Hardware, SharePoint, Cisco Nexus, CCNA, ITIL, EMC Storage, Routers, Servers, Training, Leadership, Customer Service, Disaster Recovery, Virtualization, Visio, CompTIA A+, Cisco ASA
Education
Indiana University Bloomington 1976 — 1980
BA, Forensics
Austin High School, El Paso, TX 1972 — 1976
High School Diploma
Catholic Health Partners July 2013 - Present
Catholic Health Partners October 2012 - July 2013
Ohio National Financial Services August 2010 - October 2012
Masters Pharmaceuticals Ltd. November 2009 - June 2010
The Golf Center at Kings Island December 2007 - October 2009
Skills
Customer Relations, Fundraising, Territory Management, Epic Systems, Healthcare Information..., Healthcare, Training, Sales, Account Management, Sales Management
Education
Miami University 2003 — 2007
Bachelor of Science (B.S.), Marketing
Archbishop Moeller High School 1999 — 2003
Ohio National Financial Services January 2008 - Present
US Financial Life Insurance 2002 - 2007
Education
Miami University 1993 — 1994
Ohio National Financial Services January 2015 - Present
Ohio National Financial Services March 2011 - December 2014
Ohio National Financial Services February 2008 - March 2011
U.S. Financial Life Insurance / AXA Equitable 2005 - 2008
Omnicare 2000 - 2003
Skills
Financial Analysis, Financial Reporting, Accounting, Internal Controls, Strategic Financial..., Financial Modeling, Insurance, Auditing, Sarbanes-Oxley Act, Forecasting, Process Improvement, Financial Accounting, Internal Audit, Finance, Access, Budgets, Project Planning, GAAP
Education
Kent State University 1991 — 1995
BBA, Accounting
Hoover High School
Ohio National Financial Services September 2007 - Present
Skills
Coaching, Life Insurance, Fixed Annuities, Series 63, Retirement, Retirement Planning, Series 7, Strategic Planning
Education
Ithaca College 1967 — 1971
NCFG-Wealth Solutions January 2014 - Present
Protective Life October 2010 - 2013
Ohio National Financial Services May 2006 - October 2010
Skills
Series 7, Variable Annuities, Series 63, Portfolio Management, Wealth Management, Asset Allocation, Investment Management, Estate Planning, Financial Markets, Strategic Financial..., Mutual Funds, Retirement Planning, Series 65, Financial Services, 401k, Retirement, Financial Advisory, Fixed Annuities, Life Insurance
Education
Metropolitan State University of Denver 1986 — 1989
Ohio National Financial Services July 2014 - Present
ACE Group June 2012 - July 2014
AIG 2011 - June 2012
AIG 2007 - 2011
AIG 2006 - 2007
AIG 2005 - 2006
The Signal 2003 - 2005
AIG 2000 - 2003
Circuit City 1993 - 2000
Skills
Underwriting, Insurance, General Insurance, Reinsurance, Property & Casualty..., Commercial Lines, Claims Management, Commercial Insurance, Risk Management, Casualty, Liability, Brokers
Education
Florida State University - College of Business 1988 — 1993
Bachelor of Science (B.S.), Marketing
Ohio National Financial Services March 2015 - Present
Nationwide Financial October 2013 - March 2015
Huntington National Bank July 2012 - September 2013
OneAmerica Retirement Services July 2007 - November 2010
Meeder Financial February 2007 - June 2007
Morgan Keegan Trust June 2005 - December 2006
OPERS April 2002 - June 2005
Nationwide Financial January 2000 - April 2002
Skills
Mutual Funds, Investments, Retirement Planning, 401k, Retirement, Asset Allocation, Asset Managment, Series 6, Fixed Annuities, Series 63, Employee Benefits, Pensions, Financial Services, Relationship Management, Defined Contribution, FINRA, Defined Benefit, Securities, Retirement Plan..., Portfolio Management, Investment Management, Banking, Sales
Education
Ohio Dominican University 2003 — 2005
MBA, Finance, 3.48
Franklin University 2000 — 2003
Bachelor of Science, Finance, 3.53
Ohio University 1993 — 1995
Banking, Corporate, Finance, and Securities Law, 3.62
Gahanna Lincoln 1989 — 1993
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.32
Ohio National Financial Services December 1999 - Present
Skills
Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, GAAP, Analysis, Insurance, Internal Controls, Auditing, Financial Planning, Finance, Accounting
Education
Miami University 1980 — 1984
BS Business, Accounting & Finance
Ohio National Financial Services January 2009 - Present
Northwestern Mutual Financial Network May 2005 - December 2008
Skills
Fixed Annuities, Wealth Accumulation, Retirement, Life Insurance, Retirement Planning, 401k, Disability Insurance, Insurance, Term Life Insurance, IRAs, Long Term Care Insurance, Retirement Solutions, Financial Security..., Variable Annuities, Series 6, Customer Service
Education
Haslam College of Business at the University of Tennessee
BS, Business
East Tennessee State University 1976 — 1978
ING Financial Partners April 2007 - Present
Ohio National Financial Services June 1994 - April 2007
Education
Hamilton College 1973 — 1977
Bachelor's Degree, Economics
Ohio National Financial Services October 2013 - Present
Ameritas December 2012 - October 2013
Ameritas September 2010 - December 2012
Willamette Dental May 2009 - September 2010
The First Tee of Portland 2008 - 2010
UnitedHealthcare 2008 - 2009
Standard Insurance Company July 2007 - June 2008
Standard Insurance Company April 2004 - June 2007
Standard Insurance Company December 1996 - April 2004
Standard Insurance Company August 1993 - December 1996
Skills
Insurance, Disability Income..., Employee Benefits, Underwriting, Disability Insurance, Marketing
Education
Lewis and Clark College
Bachelor of Arts, Business Administration
Ohio National Financial Services January 2014 - Present
Blue Ash Montgomery Symphony Orchestra January 2010 - July 2015
Ohio National Financial Services January 2013 - December 2013
Ohio National Financial Services January 2012 - December 2012
Ohio National Financial Services January 2009 - December 2011
Ohio National Financial Services March 2002 - December 2008
Skills
Life Insurance, Business Strategy, Disability Insurance, Team Building, Leadership, Compensation & Benefit, Building Relationships, Reinsurance, Problem Solving, Goal Setting, Claim, Leadership Development, Financial Services, Insurance, Management, Analysis, Process Improvement, Term Life Insurance, Strategic Planning, Risk Management, Business Analysis
Education
Temple University - Fox School of Business and Management
University of Cincinnati College of Business 2007 — 2008
MBA
Illinois Wesleyan University
BA/BM
The American College 2009 — 2012
ChFC, CLU
NE Foods Inc. 2001 - Present
Better Baked Foods Inc. 1999 - 2001
Ohio National Financial Services 1992 - 1999
First National Bank of Pennsylvania 1985 - 1992
Skills
Outlook, Administrative Support, Word, PowerPoint, Excel, Notary Public, Quicken, Insurance, Travel Planning, Payroll Administration, Bookkeeping, Administrative..., Microsoft Word, Payroll, Microsoft Excel, Office Management
Education
Texas A&M Commerce 2007 — 2008
Certificate, Financial Planning and Services
Gannon University 1983 — 1985
Computer Science
Ohio National Financial Services August 2001 - Present
Education
Miami University
Bachelor of Arts (B.A.), Politcal Science/English Literature
Ohio National Financial Services January 2013 - Present
Ohio National Financial Services July 2010 - December 2012
Ohio National Financial Services April 2000 - July 2010
Western & Southern Financial Group July 1996 - April 2000
Skills
Organizing, Attention To Detail, Analytical Abilities, Fixed Annuities, Insurance, Financial Reporting, Strategic Financial..., Financial Analysis, Financial Modeling, Life Insurance, Actuarial Science, Internal Controls, Accounting, Process Improvement, Enterprise Risk..., 401k, Universal Life
Education
Liberty University 1983 — 1987
BS, Mathematics and Business
Kroger September 2014 - Present
Kroger May 2011 - Present
US Census Bureau March 2009 - June 2010
Ohio National Financial Services August 2001 - April 2007
Skills
Research, Government, Community Outreach, Online Research, Data Analysis, Microsoft Office, Technical Writing, Data Entry, Data Collection, Editing, Public Speaking, Databases, Customer Service, Social Media
Education
Indiana University Bloomington 1990 — 1992
Masters, Library Science
Indiana University Bloomington 1986 — 1990
Bachelor of Science (BS), Secondary Education and Teaching
CXtec August 2011 - Present
New England Financial February 2010 - July 2011
Ohio National Financial Services December 2007 - December 2009
Guardian Investor Services September 2007 - November 2007
HSBC Securities (USA) Inc. July 2006 - January 2007
PLANCO June 2001 - June 2006
Morgan Stanley Dean Witter August 2000 - June 2001
Keyport Life/ Liberty Funds Distributor July 1997 - August 2000
Education
Le Moyne College 1993 — 1997
Bachelor of Science, Business Administration
Financial Strategy Architects, LLC July 2009 - Present
Ohio National Financial Services July 2009 - Present
The Wellington Companies December 2002 - September 2008
The Guardian Life Insurance Company of America December 2002 - March 2007
MetroNetworks Westwood One June 2001 - May 2003
Merrill Lynch June 1998 - January 2001
Skills
Retirement, Life Insurance, Retirement Planning, Fixed Annuities, Strategic Financial..., Insurance, Investments, Disability Insurance, Financial Analysis, Variable Annuities, Estate Planning, Series 7, Business Planning, Strategic Planning, Financial Services, Wealth Management, Financial Planners, Whole Life, Leadership Development, Series 24, Series 65
Education
Indiana University-Purdue University at Indianapolis 1992 — 1997
Bachelors, Criminal Justice and Business Concentration
North Central High School 1988 — 1992
Conemaugh Health System June 2011 - Present
Physiotherapy Associates June 2008 - September 2011
Inventurus Knowledge Solutions June 2008 - April 2010
Ohio National Financial Services August 2007 - June 2008
S&T Bank February 2000 - May 2007
New Florence Water Authority September 1997 - June 2004
TNT Special Occasions May 1994 - January 2000
Sargent's Temporary Service September 1993 - December 1993
McCrory & McCrory CPA September 1988 - June 1992
Dietrich Industries April 1980 - February 1985
Education
Pennsylvania Highlands Community College 2010 — 2012
Associates Degree, Medical Assisting Technologies
Indiana University of Pennsylvania 1987 — 1998
Certificate, Paralegal
The Standard April 2014 - Present
Ohio National Financial Services May 1996 - April 2014
PNC 1995 - 1996
Mercer 1993 - 1995
U S Bank 1989 - 1993
Skills
Customer Service, Insurance, Mutual Funds, Life Insurance
Education
Lake Forest College
Bachelor of Arts (B.A.), Business
Seven Hills Schools
Graydon Head March 2010 - Present
Ohio National Financial Services 1980 - 1995
Education
University of Cincinnati College of Law 1975 — 1978
Doctor of Law (J.D.)
Miami University 1971 — 1975
B.A. Political Science
Ohio National Financial Services Senior Vice PresidentBaytree National Bank & Trust Co.October 2004 - October 2008
Skills
Strategic Planning, Financial Analysis, Investments, Leadership, Banking, Risk Management
Education
Lafayette College
Political Science and Government
Ohio National Financial Services January 2008 - October 2014
Ohio National Financial Services 2008 - 2013
Skills
Insurance, Disability Insurance, Fixed Annuities, Term Life Insurance, Risk Management, Business Analysis, Project Management
Education
Miami University 1992 — 1993
Elementary Education, Elementary Education and Teaching
Miami University 1992 — 1993
Attended for Sophomore year only as we relocated at the end of the year due to husband's career., Elementary Education and Teaching, 4.00
H&S associates May 2010 - Present
Ohio National Financial Services 1984 - 2008
Skills
Strategic Financial..., Investments, Financial Analysis, Retirement Planning, Retirement, Sales, Marketing, Mutual Funds, Wealth Management, Financial Reporting, Budgets, Strategic Planning, Insurance, Fixed Annuities
Education
University of Michigan Business School 1965 — 1966
MBA, marketing/ economics
Miami University 1962 — 1965
bs, Business/ economics
The University of Akron 1961 — 1962
business/ economics
Nationwide Insurance August 2011 - Present
Ohio National Financial Services January 2006 - August 2011
Skills
Actuarial Science, Defined Benefit, Retirement, Enterprise Risk..., Insurance, Fixed Annuities, Economic Capital, Life Insurance, Reinsurance, Pensions, ALM
Education
Indiana University Bloomington 2001 — 2005
Bachelor of Science, Mathematics, Computer Science
Ohio National Financial Services March 2002 - March 2015
American General Finance 1991 - 2002
Skills
Accounting, Financial Reporting, Microsoft Office, Accounts Payable, Tax, Microsoft Excel, General Ledger, Financial Analysis
Education
University of Southern Indiana 1998 — 2001
MBA, Accounting/Business
McKendree University 1966 — 1970
Bachelor of Arts, Mathematics
Language Documentation & Conservation August 2013 - Present
Jesuit Volunteer Corps August 2011 - June 2013
Marquette University May 2009 - May 2011
Boy Scouts of America October 2009 - January 2011
St. Francis Mission May 2010 - July 2010
Ohio National Financial Services May 2008 - August 2008
Skills
Research, Public Speaking, Non-profits, Editing, Teaching, Volunteer Management, Community Outreach, Social Media, Microsoft Excel
Education
University of Hawaii at Manoa 2013 — 2015
Master of Arts (M.A.), Linguistics
Marquette University 2007 — 2011
BA, German, Linguistics
St Xavier High School 2003 — 2007
University of Hawaii at Manoa 2015 — 2018
Doctor of Philosophy (Ph.D.), Linguistics
Ohio National Financial Services January 2014 - Present
Ohio National Financial Services 1999 - 2013
Ohio National Financial Services March 1996 - 1998
Skills
Real Estate Economics, Investments, Financial Analysis, Due Diligence, Asset Management, Real Estate Financing, Investment Properties, Valuation, Commercial Real Estate, Portfolio Management, Mortgage Lending, Series 7, Underwriting, Loans, Real Estate
Education
Miami University 1995 — 1998
Master of Business Administration (MBA)
University of Cincinnati 1989 — 1994
Bachelor of Business Administration (BBA), Finance and Real Estate
Brian R Jablonski Insurance services June 2013 - Present
Ohio National fiancial services February 1998 - April 2013
Ohio National Financial Services February 1998 - April 2013
Skills
Health Insurance, Term Life Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Whole Life, Long-term Care
Education
Michigan State University 1976 — 1981
Bachelor of Business Administration (B.B.A.), Finance & Marketing
Ferris State University 1974 — 1976
Associate's degree, Business, Management, Marketing, and Related Support Services
Self-employed July 2009 - Present
Experis Finance (formerly Jefferson Wells, Inc) August 2012 - December 2012
Ohio National Financial Services July 2009 - July 2012
Jefferson Wells March 2004 - June 2009
Inviva, Inc. January 2000 - February 2004
ARM Financial Group May 1993 - January 2000
Midland Mutual Insurance Company October 1970 - April 1993
Skills
Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, Budgets, Financial Accounting, Financial Software...
Education
Notre Dame College 1966 — 1970
Bachelor of Science (BS), Mathematics
Franklin University
Accounting courses
Ohio National Financial Services March 2012 - Present
Knights of Columbus 1996 - 2010
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Recruitments, Regional Planning, Insurance Consulting, Microsoft Office, Public Speaking, Account Management
Education
Minnesota State University, Mankato 1967 — 1969
Bachelor of Science (BS)
Iowa State University 1964 — 1967
none
Patriot National, Inc. March 2014 - Present
Ohio National Financial Services February 2013 - December 2013
Ohio National Financial Services September 2012 - March 2013
Ohio National Financial Services September 2011 - September 2012
Skills
Life Insurance
Education
Indiana University of Pennsylvania 2006 — 2010
Marketing
Ohio National Financial Services April 1998 - Present
Business Men's Assurance Co January 1986 - March 1994
Skills
Life Insurance, Disability Insurance, Sales, Insurance, Term Life Insurance, Fixed Annuities, Health Insurance, Finance, Long-term Care, Property & Casualty..., Whole Life, Underwriting
Education
Hutchinson Community College
Associate of Arts (AA), Accounting and Business/Management
Ohio National Financial Services September 2013 - Present
Lincoln Investment Planning September 2010 - September 2013
Great American Advisors, Inc. May 2007 - August 2010
Lifetime Financial Growth August 2002 - February 2007
Skills
Series 7, Retirement Planning, Mutual Funds, Securities, Financial Services, Series 63, Investments, Wealth Management, Fixed Annuities, Asset Management, Portfolio Management, FINRA, Insurance
Education
George Mason University 1994 — 1996
Ohio National Financial Services June 2014 - Present
Ohio National Financial Services May 2013 - August 2013
Miami University Rinella Learning Center September 2011 - May 2013
National Machinery May 2012 - August 2012
Skills
Mathematics, Statistics, Actuarial Science, Microsoft Excel, SQL, Financial Reporting, Variable Annuities
Education
Miami University 2010 — 2014
Bachelor of Science, Mathematics and Statistics (Minors: Actuarial Science, Finance, Economics), 3.64/4.0
OneAmerica Financial Partners September 2000 - Present
Ohio National Financial Services March 1999 - September 2000
American States Insurance Company June 1978 - March 1998
Skills
Taxation of Life..., Life Nonlife..., Member of Tax...
Education
Indiana State University 1975 — 1978
Bachelor of Science (B.S.), Accounting
Vincennes University 1973 — 1975
Associate's degree, General Education
Home Helpers of Western Butler & Hamilton Counties August 2015 - Present
Ohio National Financial Services January 2008 - August 2015
Touche Ross June 1984 - June 1987
Skills
Accounting Operations, Financial Reporting, Auditing, Financial Analysis, Finance, Financial Modeling, Sarbanes-Oxley Act, GAAP, Internal Controls, Financial Accounting, Accounting, Process Improvement, Risk Management, Tax, Management, Strategic Planning
Education
Xavier University 1988 — 1992
Master of Business Administration (M.B.A.), Finance
Miami University 1981 — 1984
Bachelor of Science (B.S.), Accountancy
St. Xavier High School 1976 — 1980
Ohio National Financial Services August 2014 - Present
Education
Miami University