Ohio National Financial Services
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Ohio National Financial Services Employees
Ohio National Financial Services January 2015 - Present
Midland National Life February 2008 - May 2014
Columbus Life Insurance Company January 2001 - January 2008
Skills
Life Insurance, Retirement, Long-term Care, Coaching
Education
Northern Kentucky University 1995 — 2000
Speech Communication, Speech Communication and Rhetoric
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
Specialized Consulting and Management Associates 2012 - Present
State Support Team Region 15 January 2014 - Present
Specialized Consulting and Management Associates October 2012 - Present
Ohio National Financial Services 2013 - 2014
Specialized Consulting and Management Associates 2012 - 2014
Buckeye United School District 1998 - 2012
Ohio Department of Youth Services 2006 - 2007
Ohio Department of Youth Services 2005 - 2006
Youth Development Corporation of America 1997 - 1998
Skills
Public Speaking, Teaching, Non-profits, Fundraising, Grant Writing, Program Development, Team Building, Strategic Planning, Budget, Leadership Development, Curriculum Development, Government, Policy, Deferred Compensation, Retirement Planning, Estate Planning, Strategic Financial..., Income Protection, Personal Financial..., Wealth Preservation..., Wealth Accumulation..., Multi-generational..., Protection..., Tax-advantaged..., Business Overhead..., Buy-Sell, Key Person Protection, Educational Leadership, Instructional Design, Community Outreach, Conflict Resolution, Nonprofits, Workshop Facilitation, Curriculum Design, Training, Supervisory Skills, Leadership, Organizational..., Coaching, Instructional Technology, Budgets
Education
Ohio University 2000 — 2002
M.Ed., Education Leadership
Shawnee State University 1991 — 2000
B.S., Mathematics
Ohio University 1995 — 1997
B.S., Education
Ohio National Financial Services August 2001 - Present
Provident Mutual 1998 - 2001
Principal Financial Group 1996 - 1998
National life of Vermont 1986 - 1996
National life of Vermont 1986 - 1996
National life of Vermont 1986 - 1996
National life of Vermont 1986 - 1996
Skills
Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Insurance, 401k, Disability Insurance, Financial Services, Financial Advisory, Estate Planning, Variable Annuities, Employee Benefits, Wealth Management, Strategic Planning, Term Life Insurance, Whole Life, Sales Management, Relationship Management, Building Relationships, Team Building
Education
American College 1995 — 1999
LUTCF
Oregon State University 1980 — 1985
Bachelor of Science (BS), Finance
RiverNorth Capital Management, LLC April 2012 - Present
Thompson Hine LLP May 2007 - April 2012
Ohio National Financial Services May 1999 - May 2007
Countrywide Fund Servcies 1997 - 1998
U.S. Attorney's Office - Cincinnati 1990 - 1997
Skills
Securities Law, Mutual Funds, Compliance, Asset Management, Corporate Law, Securities Regulation, Asset Managment, Securities, Legal Research, Insurance, Corporate Governance, Investment Management, Courts, Appeals, Due Diligence, Legal Compliance, Investment Advisers Act
Education
Northern Kentucky University—Salmon P. Chase College of Law 1993 — 1997
JD
Carson-Newman University 1986 — 1990
BA, Political Science; History
Reynoldsburg High 1984 — 1986
Ohio National Financial Services April 1999 - September 2013
Royal Maccabees January 1997 - July 1999
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Strategic Financial..., Insurance, Series 7, Mutual Funds, Term Life Insurance, Variable Annuities, Whole Life, Disability Insurance, Retirement, IRAs, Universal Life, 401k, Long-term Care, Series 6, Roth IRA, Series 63, Long Term Care Insurance, Key Person Insurance, Financial Advisory, Health Insurance, Financial Planning
Education
The Ohio State University 1971 — 1975
Master of Science (MSc), Education
Morehead State University 1965 — 1970
BS, Education
Burkhardt Consulting Center August 2015 - Present
Ohio National Financial Services May 2013 - August 2015
Kentucky Center for Mathematics November 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Windows, Customer Service, Public Relations
Education
Northern Kentucky University 2012 — 2016
Mathematics, Statistics, and Finance
Goshen High School 2008 — 2012
4.0
Ohio National Financial Services May 2013 - Present
Ball State University August 2011 - May 2013
Buffalo Wild Wings May 2004 - August 2011
Skills
Computer Programming, Statistical Analyses, Mathematical modeling, Statistics, Actuarial Science, Mathematical Modeling, Risk Analysis, SAS, Programming, Teamwork, Financial Reporting, Data Analysis, Time Management, Access, Analysis, Employee Benefits, Actuaries, SAS programming, Economics, Mathematica, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word
Education
Ball State University 2011 — 2013
Master of Arts (M.A.), Actuarial Science
Northern Kentucky University 2005 — 2010
Bachelor of Science, Mathematics, 3.2
Bishop Brossart High School 2001 — 2005
Bishop Brossart High School
Bishop Brossart High School
Ohio National Financial Services August 2012 - Present
Ohio National Financial Services August 2011 - August 2012
Ohio National Financial Services September 1997 - August 2011
Skills
Cisco Technologies, Security, VMware, CCNA, MPLS, Troubleshooting, VoIP, Disaster Recovery, Visio, Active Directory, Integration, Networking, Process Improvement, Servers, Telephony, Business Analysis, Network Security, Project Management, IT Audit, IPS, Information Technology, CCIE, Microsoft SQL Server, Enterprise Architecture, Data Center, Firewalls, WAN, Software Documentation, Vendor Management, SharePoint, ITIL
Education
Thomas More College 1997 — 1999
Business Administration
Northern Kentucky University 1995 — 1997
Engineering
Ohio National Financial Services March 2014 - Present
Disability Resource Group 2012 - 2014
The Guardian Life Insurance Company of America 2004 - March 2012
MetLife 1994 - 2004
Northwestern Mutual 1986 - 1994
Skills
Disability Insurance, Life Insurance, Voluntary Employee..., Brokers, Long Term Care Insurance, Health Savings Accounts, Group Insurance, Health Insurance, Insurance, Long-term Care, Executive Pay
Education
Michigan State University 1978 — 1982
Bachelor of Arts (B.A.), College of Business
Bloomfield Hills Andover High
Ohio National Financial Services April 2014 - Present
Jackson National Life February 2011 - April 2014
Wells Fargo 2007 - 2010
The Hartford 2001 - 2004
ING Financial 1998 - 2001
Education
Middle Tennessee State University
Bachelor's degree, Social Studies
Ohio National Financial Services 2012 - Present
Aflac 2012 - Present
Northern National Bank/Frandsen Bank & Trust 2000 - 2012
Financial Group of Central Minnesota 1995 - 2000
Bremer Bank 1991 - 1995
Wood County National Bank 1986 - 1991
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Investments, Microsoft Word, PowerPoint
Education
Series 6/63 1995 — 1995
License to offer mutual funds, indexed and variable annuities
Minnesota Life/Health/Disability License
MN License #20000175
Wilson Learning 1988 — 1990
Counselor Sales Person
American College for Financial Planning 1988 — 1988
Paraplanner Certificate
Wisconin Bankers Association Personal Banker School 1988 — 1988
Mid-State Technical College 1984 — 1986
Associate's degree, Administration, 3.9
Lincoln High School 1971 — 1975
Ohio National Financial Services January 2014 - Present
MassMutual Financial Group March 2001 - May 2013
Gilsbar January 1996 - March 2001
Unum 1993 - January 1996
Monarch Life 1986 - 1993
Unum 1984 - 1986
The Southwestern Company 1978 - 1982
Skills
Insurance, Retirement Planning, Life Insurance, Securities, Long-term Care, Employee Benefits, Investments, Retirement, Wealth Management, Disability Insurance, Financial Advisory, Strategic Financial..., Long Term Care Insurance, Brokers, Financial Services, Fixed Annuities, Term Life Insurance, Whole Life, IRAs, Financial Planners, Critical Illness, Universal Life, Health Insurance, Estate Planning, Variable Annuities, 401k, 401k Rollovers, Wealth Accumulation, Roth IRA, Mutual Funds, Wealth
Education
Southeastern Louisiana University 1981 — 1983
Bachelor's degree, General Studies
Mississippi Gulf Coast Community College 1975 — 1977
Associate's degree, Business/Commerce, General
Mandeville High School
Ohio National Financial Services March 2007 - Present
Guardian April 2001 - March 2007
American Express Financial Advisors May 2000 - April 2001
Sodexo May 1998 - August 1999
Skills
Annuities, Retirement Planning, Financial Planning, Retirement, Series 7, Insurance, Investments, Public Speaking, IRA's, Fixed Annuities, Asset Allocation, IRAs, Wealth Management, Financial Services, Wealth, Variable Annuities, 401k, Life Insurance, Term Life Insurance, 401k Rollovers, Relationship Management, Portfolio Management, Financial Advisory, Financial Planners, Strategic Financial..., Series 63, Wealth Management..., Series 6, Uniform Combined State..., FINRA, Securities, Series 65, Alternative Investments, Investment Advisory, Finance, Pensions, Whole Life, Defined Benefit
Education
Moravian College 1994 — 1998
BA, Business Management
Ohio National Financial Services March 2015 - Present
Ohio National Financial Services April 2014 - Present
Ohio National Financial Services July 2013 - April 2014
Contingent Network Services September 2011 - July 2013
Snider February 2011 - August 2011
Cincinnati Recreation Commission September 2003 - August 2010
Skills
Editing, Short Stories, Creative Writing, Administrative Work, Data Entry, Customer Service, Spanish-speaking, Wiki Development, Project Coordination, Provisioning, VoIP, Creative Problem Solving, Managed Services, Order Processing, General Awesomeness, WAN Management, WAN, Management, Microsoft Office, Microsoft Word, Leadership, Marketing, Project Management, Team Leadership, Social Media Marketing, Process Improvement, Strategic Planning, Microsoft Excel
Education
University of Cincinnati 2007 — 2010
Fine Arts, English
Ohio University 2004 — 2007
Ohio National Financial Services January 2015 - Present
Ohio National Financial Services 2014 - 2015
Ohio National Financial Services 2010 - 2012
Ohio National Financial Services October 2007 - 2010
Family Motor Coach Association June 1999 - September 2007
Skills
Graphic Design, Photoshop, Advertising, Illustrator, Mac, Email Marketing, Adobe Creative Suite, InDesign, Team Leadership, Market Research, Adobe Acrobat, Brochures
Education
Northern Kentucky University 1995 — 1999
Bachelor of Arts (B.A.), Graphic Design
Mariemont City Schools May 2015 - Present
Princeton City Schools December 2014 - Present
Phoenix Community Learning Center/Cincinnati Area 2011 - 2014
The Shepherd Color Company 2011 - 2011
The Children's Home of Cincinnati 2009 - 2011
Mayo Home for Youth Development 2008 - 2008
Ohio National Financial Services 2006 - 2008
Skills
Project Management, Teacher Training, Employee Training, Sports Coaching, Life Coaching, Job Coaching, Team Leadership, Team Building, Professional..., Leadership
Education
University of Cincinnati 2013 — 2014
Master of Education (M.Ed.), Educational Leadership and Administration, General, Pk-12
Miami University
Bachelor of Science (B.Sc.), Education, Pk-12
Ohio National Financial Services August 2014 - Present
Team eLevate LLC August 2012 - Present
Pomeroy October 2013 - August 2014
The E. W. Scripps Company September 2011 - October 2013
Pomeroy June 2010 - September 2011
Cintas September 2009 - June 2010
Skills
Red Hat Linux, Unix Administration, Linux Server..., Linux, Linux System..., Unix, DHCP, Windows Server, Disaster Recovery, VMware, DNS, Active Directory, Servers, Virtualization, VMware ESX, Data Center, System Administration, Windows XP, Windows 7, Networking, Operating Systems, Troubleshooting, Computer Hardware, ITIL, Technical Support, System Deployment, Security, Hardware, Storage, SharePoint, VMware Infrastructure, TCP/IP, Help Desk Support, Computer Security, Visio, Databases, Server Administration, HP, vSphere, VoIP
Education
Northern Kentucky University 2008 — 2010
Quentin Williams Insurance Agency January 2014 - Present
Organo Gold International January 2012 - Present
Palmetto State Insurance April 2010 - December 2013
Ohio National Financial Services January 2011 - January 2013
Skills
Insurance, Term Life Insurance, Annuities, Retirement Planning, Employee Benefits, Disability Insurance, Whole Life, Universal Life, Key Person Insurance, 401k, Accident, Annuity Sales, Coaching, Critical Illness, Customer Service, Estate Planning, Finance, Financial Planners, Financial Services, Fixed Annuities, Commercial Insurance, Health Insurance, IRAs, Investments, Leadership, Leadership Development, Life, Life Insurance, Loans, Long Term Care Insurance, Long-term Care, Management, Marketing, Medicare, Microsoft Office, Permanent Life Insurance, Property, Public Speaking, Retirement, Risk Management, Sales, Small Business, Strategic Financial..., Strategic Planning, Team Building, Training, Underwriting, Wealth Accumulation, Wealth
Education
Normandale Community College 1989 — 1991
Associate's degree, Psychology
wilson high school 1985 — 1989
High School Diploma
National Band & Tag Company August 2014 - Present
Things Remembered September 2013 - November 2014
Ohio National Financial Services May 2013 - August 2013
Ohio National Financial Services May 2012 - August 2012
Jimmy John's August 2011 - April 2012
Ohio National Financial Services May 2010 - August 2010
Lunar Mini Golf June 2008 - December 2009
Skills
Marketing Communications, Social Media, Microsoft Excel, Facebook, PowerPoint, Market Research, Marketing, Microsoft Word, Data Analysis, Event Planning, Public Relations, Social Media Marketing, Public Speaking, Project Management, Leadership, Social Networking, Time Management, Microsoft Office, Corporate Communications, Event Management, Customer Satisfaction, Sales, Marketing Strategy, Advertising, Marketing Research, Teamwork, Email Marketing, Fundraising, Cashiering, Visual Merchandising, Online Marketing
Education
Northern Kentucky University 2011 — 2014
Bachelor's degree, Marketing
Ohio University 2009 — 2011
Ohio National Financial Services April 2015 - Present
Kroger November 2011 - July 2015
The Bank of Kentucky April 2014 - April 2015
Cincinnati Reds March 2012 - October 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Sales, Retail, Analysis, Customer Satisfaction, Cashiering, Windows, PowerPoint, Teamwork, Time Management, Retail Sales
Education
Northern Kentucky University 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Buck Consultants at Xerox January 2014 - Present
Walnut Hills High School January 2014 - Present
Ohio National Financial Services May 2013 - January 2014
Ohio National Financial Services January 2012 - May 2013
Ohio National Financial Services January 2011 - December 2011
Fifth Third Bank June 2009 - August 2010
Oncology Hematology Care January 2009 - June 2009
Skills
Fixed Annuities, Retirement Planning, Retirement, Mutual Funds, Life Insurance, 401k, Investments, Insurance, Defined Benefit, HR Consulting
Education
College of Mount St. Joseph 2008 — 2009
Bachelor of Science (B.S.), Finance, General, 3.0
Thomas More College 2005 — 2008
Ohio National Financial Services July 2015 - Present
Ohio National Financial Services June 2012 - July 2015
Cincinnati Financial Corporation July 2009 - June 2012
Cincinnati Financial Corporation June 2006 - June 2009
WesBanco December 2005 - June 2006
US Bank March 2005 - December 2005
Education
Northern Kentucky University 2008 — 2010
MS, Accountancy
Miami University 2000 — 2004
BS, Organizational Leadership
The Ohio National Financial Group January 2008 - Present
Ohio National Financial Services May 1975 - Present
Harkey Financial and Insurance May 1972 - Present
MetLife Investors May 1972 - 2007
KCLS Radio May 1972 - May 1975
Skills
Strategic Financial..., Estate Planning, Financial Planners, Team Building, Strategic Planning, Negotiation, Wealth, Public Speaking, Portfolio Management, Critical Illness, Underwriting, Property, General Insurance, Employee Benefits, Bonds, Medicare, Indexed Annuities, Pensions, Protection..., Licensed Life Insurance..., Group Insurance, Health Insurance, College Savings Plans, Income for Life, Key Person Insurance, Qualified Retirement..., Permanent Life Insurance, Wealth Accumulation, Guaranteed Lifetime..., College Funding..., Financial Advisory, Retirement Plan..., Retirement Savings, Tax-advantaged..., Investment Strategies, Buy-sell Agreements, Licensed Life, Simple IRA, Life, 457 Plans, Financial Services, Mortgage Lending, 529 Plans, Charitable Gift Planning, Licensed to Sell..., Medicare Part D, Financial Planning, Life Insurance
Education
The American College 1997 — 2015
Life Underwritting Training Counsel Fellow, CLU
The American College 1975 — 2000
Life Underwritting Training Council Fellow, Financial Planning and Services
Northern Arizona University 1968 — 1972
Bachelor's degree, Radio and Television Broadcasting
Ruggles Sign Company March 2013 - Present
Coney Island Amusement Park May 2005 - Present
Ohio National Financial Services August 2012 - February 2013
In-Game Sports May 2012 - July 2012
Northern Kentucky University October 2007 - May 2012
Northern Kentucky University January 2011 - April 2012
The Bank of Kentucky Center August 2011 - December 2011
Northern Kentucky University Campus Recreation March 2011 - August 2011
Education
Northern Kentucky University 2007 — 2012
Graphic Design, Marketing
Ohio National Financial Services September 2014 - Present
Ohio National Financial Services March 2011 - September 2014
Ohio National Financial Services September 2008 - March 2011
Ohio National Financial Services January 2006 - September 2008
Skills
Universal Life, Whole Life, Disability Insurance, Client Relationship..., Case Management, Term Life Insurance, Team Oriented, Sales Presentations, Troubleshooting, Case Analysis, Product Marketing
Education
College of Mount St. Joseph 2003 — 2005
Bachelor of Science, Business Administration with a concentration in Marketing
Miami University 2000 — 2003
Business Administration
LaSalle High School 1996 — 2000
Mercer Investments September 2015 - Present
Fund Evaluation Group January 2011 - Present
Northern Kentucky University October 2013 - Present
Touchstone Investments December 2005 - December 2010
Ohio National Financial Services 2000 - 2005
Skills
Hedge Funds, Private Funds, SEC, FINRA, Alternative Investments, Mutual Funds, Management, Change Management, Teaching/Training, Securities, Asset Management, Series 7, Series 24, Investments, Internal Audit, Investment Advisory, Series 63, Risk Management, Asset Managment, Securities Regulation, Wealth Management, Equities, Financial Services
Education
Northern Kentucky University 2010 — 2012
Master of Science (M.S.), Executive Leadership and Organizational Change
Northern Kentucky University 2005 — 2010
Bachelor of Science (B.S.), Organizational Leadership, Magna Cum Laude
Ohio National Financial Services June 2015 - Present
Fidelity Investments February 1995 - December 2014
Skills
Mutual Funds, 401k, Financial Services, Relationship Management, Retirement, Employee Benefits, Leadership, Investments, Risk Management, Securities, Asset Allocation, Finance, Project Management, Uniform Combined State..., Wealth Management, Pensions, Defined Benefit, Financial Analysis, Medical Billing, Payroll, Health Insurance, Medical Insurance, Strategic Planning, Retirement Plan..., Series 63, Process Improvement, Retirement Planning, Management
Education
Mount St. Joseph University
BS, Finance
PNC June 2015 - Present
Ohio National Financial Services May 2013 - August 2014
Discount Tire Company May 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Matlab, Windows, AutoCAD
Education
University of Cincinnati 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Northern Kentucky University 2011 — 2012
Bachelor of Business Administration (BBA), Accounting
EV Group July 2010 - Present
D. H. Pace January 2009 - June 2010
Opus West Corporation 2004 - 2008
Opus West Corporation 2004 - 2008
The ON Equity Sales Company 1997 - 2000
Ohio National Financial Services 1997 - 2000
Skills
Construction Management, Contract Management, Administrative..., Microsoft Office, Customer Service, Project Coordination
Education
Northern Kentucky University 1993 — 1999
BA, Graphic Design
General Cable August 2015 - Present
Ohio National Financial Services July 2014 - August 2015
Deloitte & Touche LLP September 2009 - July 2014
Xanterra Parks & Resorts June 2009 - August 2009
Deloitte Tax LLP June 2007 - August 2007
Skills
External Audit, US GAAP, Financial Reporting, Internal Controls, SEC filings, GAAP, Sarbanes-Oxley, IFRS, Financial Accounting, Big 4
Education
University of Cincinnati 2008 — 2009
Masters, Accounting
Ohio Wesleyan University 2004 — 2008
Bachelor of Arts, Accounting
Ohio National Financial Services May 2015 - Present
Donnellon McCarthy Enterprises, Inc. July 2013 - May 2015
Integrity Express Logistics January 2013 - July 2013
Farmers Citizens Bank January 2012 - December 2012
Miami Whitewater Forest Golf Course June 2007 - December 2012
Computer Marketing Associates, Inc. June 2011 - September 2011
Skills
Customer Service, Account Management, Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Customer Satisfaction, PowerPoint, Team Leadership, Business Development, Marketing, Negotiation, Accounts Payable, Strategic Planning, Public Speaking, Management, Social Media, Team Building, Time Management, Social Networking, Financial Analysis, Data Analysis, Teamwork, Process Improvement, Sales, Cold Calling, Sales Process, Outlook, Market Research, Finance
Education
Mount St. Joseph University 2014 — 2016
Master of Business Administration (M.B.A.)
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science in Business Administration, Marketing
St. Xavier High School 2004 — 2008
High School
Ohio National Financial Services May 2015 - Present
The Cincinnati Insurance Companies June 2011 - May 2015
The Cincinnati Insurance Companies January 2002 - June 2011
Fidelity Investments 1999 - 2001
Rumpke 1996 - 1999
Deloitte & Touche 1993 - 1996
Skills
Finance, Internal Audit, Analysis, Strategic Financial..., Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Risk Management, Accounting, Auditing, Insurance, Process Improvement, External Audit, Budgets, Risk Assessment, Internal Controls, Business Process..., Business Analysis, Project Management, IT Audit, Investments, Property & Casualty..., Forecasting, CPA, Governance, Financial Accounting, Sarbanes-Oxley, Business Intelligence, Financial Services, Enterprise Risk..., Strategic Planning
Education
Miami University 1989 — 1993
Bachelor of Science, Accounting
Cardinal Health October 2002 - Present
Quick Solutions June 1998 - October 2002
Ohio National Financial Services September 1993 - May 1996
Skills
SDLC, Business Analysis, Visio, Process Improvement, Business Process, Business Process..., Requirements Analysis, SharePoint, Requirements Gathering, Data Warehousing, PMP, Project Management, Business Objects, Contact Centers, Intelligent Call Routing, IVR, Active Directory, Access, Quality Assurance, SQL, MS Project, Integration
Education
University of Cincinnati College of Business 1996 — 1997
MBA, Information Systems
Miami University 1989 — 1993
BA, Political Science
Terre Haute North Vigo 1987 — 1989
High School
Sugar Grove Elementary
Ohio National Financial Services January 2015 - Present
QuantMod Consulting September 2014 - Present
Nationwide Financial June 2010 - September 2014
The Ohio State University October 2006 - May 2010
Skills
Statistics, Mathematics, Hedging, Variable Annuities, Monte Carlo Simulation, Risk Management, Matlab, Managed Volatility Funds, Economic Scenario..., Insurance, Financial Services, Equity Derivatives, Interest Rate..., Visual Basic, GNU Octave, Wavelab, C++, Statistical Modeling, VBA, Microsoft Excel, SQL, Volatility, Algebraic Geometry, Mutual Funds, Quantitative Finance, Actuarial Science, Financial Modeling, Derivatives
Education
University of Illinois at Urbana-Champaign 1999 — 2006
Doctor of Philosophy (Ph.D.), Mathematics, 3.9 GPA
Oberlin College 1996 — 1999
Bachelor of Arts (B.A.), Mathematics, 3.7 GPA
Ohio National Financial Services June 2014 - Present
Kroger May 2006 - June 2014
College of Mount St. Joseph 2007 - 2012
Perfect North Slopes November 2005 - March 2006
Skills
Microsoft Excel, Microsoft Word, Access, Customer Service, Training, Administrative..., Customer Satisfaction, Management, Software Documentation, Fundraising, Critical Thinking, Strategic Planning
Education
College of Mount St. Joseph 2007 — 2012
Bachelor of Science (B.S.), Accounting
Mount St. Joseph University 2007 — 2012
Bachelor of Science (B.S.), Business Adminainistration concentration in Finance
Ohio National Financial Services June 2014 - Present
Sweet Repeat LLC May 2013 - June 2014
Garretson Resolution Group January 2013 - May 2014
Garretson Resolution Group May 2010 - January 2013
Jeffries, Kube, Forrest, & Monteleone, Co. LPA February 2007 - February 2010
Skills
FCPA, Anti Money Laundering, Anti-bribery, Anti-corruption, Fraud Investigations, Internal Investigations, Corporate Governance, Legal Compliance, Risk Assessment, Privacy Compliance, Insurance, Leadership, Training, Litigation, Litigation Research, Westlaw, Personal Injury, Torts, Operations Management, Project Management, Program Management, Civil Litigation, Class Actions, Legal Research, Legal Writing, Research, Lexis, PACER, Mediation, Medicare, Medicare/Medicaid..., Microsoft Office, Internet Explorer, Outlook, Concur, Legal Assistance
Education
University of Akron School of Law 2005 — 2009
Juris Doctorate, Law
Miami University 2001 — 2005
Bachelor of Arts, Psychology, Sociology, Pre-Law, Family Studies
Wellington Management June 2014 - June 2015
Lexington Insurance Company May 2013 - August 2013
Ohio National Financial Services September 2012 - May 2013
D'Artagnan Capital Fund August 2012 - December 2012
Ohio National Financial Services September 2011 - September 2012
Lexington Insurance Company May 2012 - August 2012
D'Artagnan Capital Fund January 2012 - May 2012
Chartwells (Higher Education Division) October 2010 - January 2011
Willis Re May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Bloomberg, PowerPoint, Finance, Time Management, Excel, Access, Insurance, Management, Communication, Problem Solving, Data Analytics, Process Improvement, Teamwork, Detail Orientation, Investment Research, Leadership, Customer Service, Public Speaking, Investments
Education
Northeastern University 2013 — 2015
Candidate for Master of Business Administration (MBA), Investment Finance
Xavier University 2009 — 2013
BSBA, Major: Finance, Minor: Economics
Kabri Financial Group & Strategic Financial Group January 2012 - Present
Praire Landing 2014 - 2014
Ohio National Financial Services 2012 - 2014
Northwestern Mutual May 2011 - December 2011
Medinah Baptist Church 2008 - 2010
Grace Church of DuPage 2004 - 2008
Christ Community Church August 2002 - August 2004
Platinum Technology January 1995 - December 1996
ADP January 1994 - December 1995
Skills
Estate Planning, Insurance, Term Life Insurance, Life Insurance, Public Speaking, Leadership Development, Retirement Planning, Coaching, Employee Benefits, Long-term Care, Fixed Annuities, Small Business, Whole Life, Social Media, Leadership, Sales, Team Building, Investments, Retirement, Discipleship, Youth Ministry, Long Term Care, Annuities, Commercial Pilot /..., Financial Risk
Education
University of Illinois at Urbana-Champaign 1991 — 1994
Liberal Arts and Sciences, Aviation, Speech Communication
Moody Bible Institute 1996 — 2011
MDiv., Bible
Cannon Creative Design 2005 - Present
BT Graphics 2003 - 2006
Ohio National Financial Services 2002 - 2003
Education
Ohio University
Bachelors of Communication, Graphic Design
Rice Pontes Capital, Inc. July 2012 - Present
RBC Dominion Securities April 2010 - August 2012
Canaccord Genuity Wealth Management (Canada) July 2008 - March 2010
Ohio National Financial Services May 2005 - May 2007
Genworth Financial January 2004 - May 2005
Pacific Life March 2001 - August 2003
Aetna Financial Svc September 1998 - February 2001
Northstar Funds January 1994 - August 1998
National Funds September 1991 - December 1993
Education
RBC Dominion SecuritiesNew Advisor Training 2011 — 2011
Moravian College 1987 — 1990
BA
Monroe Woodbury 1983 — 1986
High School
The Corporation for Social Security Claiming Strategies
Designation
Ohio National Financial Services January 2013 - Present
Loveland School District August 2010 - Present
Apple 1992 - 1997
Sequel Inc. 1989 - 1992
Skills
Computers, Computer Graphics, Internal Communications, Teacher Training, Hands-on Training, Software Installation, Software Documentation, Software Project..., Database Administration, Data Analysis, Microsoft Excel, Microsoft Office, Adobe Creative Suite, Wordpress, Edline, Progressive Thinking, WordPress, Team Leadership, Management, Training, Cross-functional Team..., Coaching, Team Building, Databases, Networking, Access, Vendor Management, Budgets, Process Improvement, Leadership, Requirements Analysis, Program Management, Integration, Project Management
Education
University of Oregon 1983 — 1986
Bachelor of Science (BS), Accounting
Michigan State University 1982 — 1983
Ohio National Financial Services November 2014 - Present
McCamish Systems June 2006 - Present
McCamish Systems, an Infosys Company 2006 - Present
Retirement Alliance, Inc. January 2002 - June 2006
Hartford Life August 1985 - January 2002
Skills
Insurance, Pensions, 401k, Investments, Qualified Retirement..., Nonqualified Retirement..., SaaS, Vendor Management, Vendor Relationships, Business Analysis, Asset Allocation, Business Relationship..., Wealth Management, Employee Benefits, Relationship Management, Fixed Annuities, Defined Benefit, Retirement Planning, Strategic Financial...
Education
Nichols College 1978 — 1981
BSBA, Management & Education
St. Thomas Seminary
College/University Preparatory and Advanced High School/Secondary Diploma Program
Ohio National Financial Services January 2014 - Present
Ohio National Financial Services August 2012 - December 2013
Ohio National Financial Services May 2007 - August 2012
Ohio National Financial Services January 2005 - August 2011
Ohio National Financial Services January 2000 - January 2005
Ohio National Financial Services October 1997 - January 2000
Ohio National Financial Services January 1997 - October 1997
Skills
SAS, JCL, CA7, Life Insurance, Testing, Lotus Notes, Visio, User Acceptance Testing, 401k, Call Center, Strategic Financial..., Analysis, Access, Process Improvement, Fixed Annuities, Disaster Recovery, Business Analysis, Serena Changeman, PVCS, Requirements Analysis, Mainframe, Financial Modeling, Database Design, Software Documentation, Sarbanes-Oxley Act, Data Center, Mutual Funds, Insurance
Education
Northern Kentucky University 2003 — 2010
Bachelor of Science, College of Infomatics, Major: Information Systems, Minor: Business Administration
University of Cincinnati 1995 — 1999
Associate of Applied Business, Computer Support
Ohio National Financial Services January 2010 - Present
Kroger February 2008 - July 2010
Dillards October 2006 - December 2007
Circling Hillls Golf Course June 2006 - August 2006
Skills
Customer Service, Dreamweaver, Illustrator, InDesign, Management, Microsoft Excel, Photoshop
Education
Mount St. Joseph University 2005 — 2009
Bachelor's, Graphic Design, Minor Web Page Design
Ohio National Financial Services January 2014 - Present
The Law Office of Adam J. Curry July 2012 - November 2014
Luxottica Retail March 2012 - June 2012
DWC ERISA Consultants September 2011 - January 2012
Graydon, Head, & Ritchey March 2011 - August 2011
Kinghorn, Hilbert & Associates January 2011 - March 2011
Three Rivers Local School District September 2010 - February 2011
State Farm Insurance Company June 2009 - August 2009
Michigan State University August 2008 - December 2008
Hamilton County Court of Common Pleas May 2008 - August 2008
Skills
Appeals, Workers Compensation, Trials, Legal Assistance, Estate Planning, Interviews, Hearings, Tax, LexisNexis, Mediation, Corporate Law
Education
Michigan State University College of Law 2007 — 2010
Juris Doctor, Law
The Ohio State University 2003 — 2007
Bachelor of Arts, Political Science
Oak HIlls High School 2000 — 2003
· Study Abroad: University of Oxford Pre
Pre-Law Program
Protective Life July 2015 - Present
Ohio National Financial Services March 2012 - Present
Anthem August 2011 - May 2012
Milford Exempted Village School District August 2010 - December 2010
Skills
Customer Service, Life Insurance, Microsoft Office, Marketing, Sales, Team Building
Education
Northern Kentucky University 2008 — 2010
Middle Grades Education, English, History
Ohio University 2005 — 2008
Middle Grades Education, English, History
Anderson
Dominican Ministries, Inc. 2012 - Present
RE Wealth Advisors January 2015 - May 2015
Olympia Capital Markets Group 2012 - 2012
First Midwest Securities, Inc 2010 - 2010
John Thomas Financial 2009 - 2010
Ohio National Financial Services 2004 - 2008
Sherry Hitchcock Insurance 2003 - 2008
Sherry Hitchcock Insurance 2003 - 2008
Sherry Hitchcock Insurance 2003 - 2008
Skills
Management, Sales, Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Photoshop, Real Estate Investments, Strategic Investment, Commodities, Public Speaking, Entrepreneurship, Marketing, Customer Service, Social Media Marketing, Investments, Social Media, Marketing Strategy, Portfolio Management, Public Relations, Finance, Social Networking, Financial Analysis, Sales Management, Team Building, Investment Banking, Equities, Asset Management
Education
Victory Bible College
Doctor of Christian Counseling, Marriage and Family Therapy/Counseling
Victory Bible College
Master's Degree, Divinity/Ministry
Ohio University
Bachelor's Degree, Business Administration and Management, General
Ohio University
Associate's Degree, Social Sciences
Protective Life March 2014 - Present
Ohm Systems, Inc. August 2013 - November 2013
Ohio National Financial Services April 2010 - August 2013
Skills
Series 6, Series 63, Life & Health Insurance..., Annuity Sales
Education
Northern Kentucky University 2010 — 2014
Master of Public Administration (MPA), Non-Profit/Public/Organizational Management
University of Kentucky 2005 — 2010
BA, Political Science; BA, Philosphy
Ohio National Financial Services October 2014 - Present
Ohio National Financial Services October 2014 - Present
Cincinnati life May 2013 - October 2014
Ohio National Financial Services May 2010 - May 2013
Ohio National Financial Services April 2008 - May 2010
Kings Island 2007 - 2008
Skills
Life Insurance, Insurance, Term Life Insurance, Customer Service, Training, Underwriting, Analysis, Management, Risk Management, Customer Satisfaction, Leadership, Universal Life
Education
Ohio University 2002 — 2006
Bachelors, Health & Human Services
Ohio National Financial Services May 2015 - Present
Skills
Finance, Accounting
Education
Northern Kentucky University 2012 — 2016
Bachelor’s Degree, Accounting and Finance, 3.4
Northern Kentucky University 2012 — 2015
Ohio National Financial Services October 2005 - Present
Skills
Disability Insurance, Life Insurance, Account Management, 401k, Fixed Annuities, Series 6, Term Life Insurance, Sales Process, Series 63, Strategic Financial..., Asset Allocation, Investment Advisory, Financial Advisory, Investment Strategies, Investments, Relationship Management, Variable Annuities, Securities, Wealth Management, Long-term Care
Education
Northern Kentucky University 2000 — 2005
Bachelor, Business Management/Marketing
Milford High School
Ohio National Financial Services July 2011 - Present
Jackson National Life Insurance October 2007 - June 2011
Piper Jaffray/Sanders,Morris,Harris October 2000 - October 2007
Everen Securities/First Union/Wachovia June 1997 - October 2000
Paine Webber October 1994 - June 1997
Dean Witter Reynolds Inc. July 1990 - October 1994
Skills
Insurance, Financial Services, Retirement Planning, Mutual Funds, Retirement, Series 7, Series 63, Investments, Wealth Management, Strategic Planning, Financial Analysis, Customer Service, Financial Planning, Fixed Annuities, Portfolio Management, Asset Allocation
Education
Oklahoma State University 1986 — 1990
Business Administration and Management, General
Broken Arrow High School 1982 — 1986
Ohio National Financial Services July 2014 - Present
Blue Shield of California July 2014 - Present
Guardian Life June 2014 - Present
MassMutual Financial Group June 2014 - Present
Transamerica Life Insurance Company 2014 - Present
Self Employed Insurance Industry May 2012 - Present
LegalShield February 2006 - Present
National Federation of Independent Business (NFIB) 2012 - 2012
California Workers' Compensation February 1990 - December 2005
life insurance June 1970 - April 1998
Skills
Small Business, New Business Development, Online Advertising, Advertising, Online Marketing, Social Media Marketing, Entrepreneurship, Marketing Strategy, Networking, Social Media, Past Dale Carnegie Grad..., Selling, Time Management, Insurance, Marketing, Property & Casualty..., Team Building, Retail, Customer Service, Leadership, Social Networking, Real Estate, Disability Insurance, Strategic Planning, Start-ups, Investment Properties, Coaching, Life Insurance, Training, Fixed Annuities, Sales, Direct Sales, Sales Management
Education
American College 1971 — 1973
Oakland University 1967 — 1969
Sterling Medical Corporation September 2015 - Present
Ohio National Financial Services April 2015 - September 2015
Cincinnati Museum Center October 2014 - May 2015
Bath & Body Works October 2014 - December 2014
Cherry Hill Swim Club May 2014 - August 2014
College of Mount St. Joseph August 2013 - May 2014
College of Mount St. Joseph February 2012 - February 2014
Skills
Microsoft Office, Leadership, Public Speaking, PowerPoint, Microsoft Excel, Facebook, Time Management, Event Planning, Social Media, Microsoft Word
Education
College of Mount St. Joseph 2010 — 2014
Bachelor of Arts (BA), English and Communications
Mantz Wealth Management Group December 2013 - Present
MetLife Resources May 2011 - December 2013
Ohio National Financial Services December 2009 - May 2011
Northwestern Mutual Financial Network October 2007 - December 2009
Skills
Retirement Planning, Life Insurance, Insurance, Finance, Long Term Care Insurance, Employer Group..., Investments, Disability Insurance, Managed Money, Brokerage, Financial Services, Securities, College Education..., Strategic Planning, Legacy Planning, Estate Planning, Management, Customer Service, Wealth Management, Strategic Financial..., Investment Advisory, 401k, Small Business, Fixed Annuities, Mutual Funds, Retirement, Financial Planning, Marketing, FINRA, Investment Management, Marketing Strategy, Team Building
Education
Minnesota State University, Moorhead 1991 — 1995
BS, Mass Communications
Ohio National Financial Services July 2015 - Present
Western & Southern Financial Group March 2014 - July 2015
Fidelity Investments April 2008 - March 2014
Sodexo May 2001 - September 2009
Northern Kentucky University May 2004 - May 2006
Skills
Customer Relations, Customer Service, Customer Satisfaction, 401k, 401k Rollovers, Workplace Investments, Retirement Planning, Retirement, Retirement Savings, Pensions, Pension Funds, Individual Pension Plans, Personal Pensions, Leadership, Management, Human Relationship, Sales, Microsoft Word, PowerPoint, Microsoft Excel, Coaching, Constructive Feedback, Interviews, Microsoft Office, Investments, Time Management, Social Media, Public Speaking, Social Networking, Team Building, Marketing, Team Leadership, Project Management, Process Improvement, Mutual Funds, Financial Analysis, Budgets, Sales Management, Finance, Financial Services, Employee Benefits, Insurance, Financial Planning
Education
Northern Kentucky University 2003 — 2012
Bachelor of Arts, Organizational Leadership
Elder High School 1999 — 2003
Ohio National Financial Services August 2014 - Present
Transamerica Retirement Solutions June 2008 - July 2014
U.S. Bank June 2004 - June 2008
Skills
Microsoft Office, Mac and PC proficient, ERISA code..., Public Speaking, Copy Editing, Copywriting, Songwriting, AP Style, Garage Band, Basic Knowledge of Pro..., Analysis
Education
Northern Kentucky University 1999 — 2003
Bachelor's Degree, Journalism (minor in Creative Writing and Honors)
Lasalle 1995 — 1999
High School
Ohio National Financial Services December 2013 - Present
Ohio National Financial Services March 2011 - December 2013
Skills
Life Insurance, Training, Salesforce Administrator, Term Life Insurance, Whole Life, Universal Life, Marketing, Photography, Customer Service, Project Management
Education
College of Mount St. Joseph
Bachelor of Science (BS), Finance, General
LaSalle High School
Ohio National Financial Services June 2015 - Present
Northern Kentucky University January 2014 - Present
Pomeroy December 2014 - June 2015
Total Quality Logistics June 2012 - August 2013
Ohio University August 2008 - June 2012
Columbus Crew April 2012 - April 2012
Florence Freedom June 2011 - September 2011
UPS 2009 - 2011
R C Witterstaetter & Sons Florist June 2007 - August 2008
Oasis Bar & Grill June 2005 - July 2007
Skills
Sales, Management, Customer Service, Negotiation, Microsoft Excel
Education
Ohio University 2008 — 2012
Sports Management
Northern Kentucky University
MS Computer Information Technology
Ohio National Financial Services October 2014 - Present
Axcess Financial October 2010 - October 2014
Plante & Moran, PLLC September 2007 - September 2010
Skills
Accounting, CPA, Financial Reporting, GAAP, US GAAP, Financial Statements, Financial Analysis, Finance, Auditing
Education
Miami University 2003 — 2007
B.S., Accounting
Ohio National Financial Services May 2013 - Present
Priority Financial Group April 2011 - May 2013
New York Life Insurance Company 2005 - 2011
DHL Worldwide Express 1992 - 2005
DHL Express 1992 - 2005
TNT Skypak International 1985 - 1992
Skills
Strategy, Small Business, Management, Strategic Planning, Team Building, Public Speaking, Leadership, Leadership Development, New Business Development, Business Development, Operations Management, Sales Management, Business Planning, Account Management, Training, Marketing, Public Relations, Team Leadership, Analysis, Logistics, Marketing Strategy, Business Strategy, Entrepreneurship, Sales Process, Seminar Selling, Insurance, Tax Advantaged Planning
Education
Sandler Sales Training 2010 — 2014
Intensive sales regimen regarding prospect behavior.
The American College 2005 — 2011
Life Underwriter Training Course Fellow, Financial Planning and Estate Planning, Awarded LUTCF Distinguished Degree
Middle Tennessee State University 1965 — 1969
Bachelor of Science, History
Caesars Entertainment Corporation January 2013 - Present
Commonwealth Bank & Trust May 2011 - November 2012
The Bank of Kentucky April 2007 - May 2011
Ohio National Financial Services December 2005 - April 2007
KeyBank January 2005 - December 2005
Skills
Sales, Management, Banking, Customer Service, Auditing, Variance Analysis, Casino, Branch Banking, Insurance, Cash Management
Education
Northern Kentucky University 2009 — 2011
Master's Degree, MBA
Northern Kentucky University 1999 — 2004
Bachelor's Degree, BS in Marketing
Ohio National Financial Services Operations ManagerMorningstar Investment Services, Inc.October 2006 - September 2015
Marquette Partners January 2002 - October 2006
Skills
Asset Allocation, Portfolio Management, Financial Services, Mutual Funds, Asset Management, Equities, Investments
Education
Miami University 1997 — 2001
UnitedHealth Group April 2014 - Present
Aflac 2011 - Present
Ohio National Financial Services June 2012 - Present
Gloria Gemma Breast Cancer Resource Foundation August 2012 - Present
Mercer June 2013 - December 2013
Skills
Insurance, Employee Benefits, Small Business, Health Insurance, Disability Insurance, Life Insurance, Accident, Public Speaking, Identity Theft, Customer Service, Fixed Annuities, Long-term Care, Term Life Insurance, Retirement Planning, Long Term Care Insurance, Whole Life, Property & Casualty..., Nonprofits, Training, Retirement, 401k, Estate Planning, Mortgage Lending, Workers Compensation, Fundraising, Marketing, Leadership, Financial Planners, IRAs, Critical Illness, Medicare, Securities, Mutual Funds, Strategic Financial..., Claim, Universal Life, Health Care Reform, General Insurance
Education
Northeastern University 1991 — 1999
n/a, Criminal Justice/Law Enforcement Administration
Ohio National Financial Services August 2014 - Present
Ohio National Financial Services February 2012 - August 2014
Education
Northern Kentucky University 2006 — 2011
Bachelor's Degree, Finance, General
University of Toledo October 2010 - August 2013
HCR ManorCare May 2009 - August 2013
Ohio National Financial Services 2002 - 2004
Skills
HCFA, Medical Billing, Patient Safety, Medication..., Medicare, Medicaid, Medical Terminology, CPT, ICD-9, HIPAA, Medical Records, Medical Coding, Revenue Cycle, Appointment Scheduling, Patient Advocacy, Healthcare, Outlook, Healthcare Information..., Hospitals, Managed Care, Administrative..., Accounts Receivable, Customer Service, Strategic Planning, Event Planning
Education
University of Toledo 2001 — 2004
Bachelor of Arts (B.A.), History
Owens Community College 1998 — 2001
Ohio National Financial Services June 2015 - Present
Ohio National Financial Services January 2014 - Present
Ohio National Financial Services October 2009 - Present
WellPoint August 2008 - October 2009
Northern Kentucky University - Psychology August 2007 - May 2008
Northern Kentucky University - Education June 2007 - August 2007
Northern Kentucky University November 2006 - July 2007
Fidelity Investments November 2001 - October 2006
Skills
Training, Customer Service, Time Management, Research, Microsoft Office, Leadership, Interviews, Data Analysis, Insurance, Critical Thinking, Event Management, Life Insurance, Close Attention to..., Multi Tasking, Organization &...
Education
Northern Kentucky University 2005 — 2008
MS, Industrial-Organizational Psychology
Northern Kentucky University 2000 — 2004
BS, Psychology
Ohio National Financial Services Regional Vice PresidentOhio National Financial Services2005 - Present
Skills
Employee Benefits, Series 7, Health Insurance, Series 24, Indexed Annuities, Long-term Care, Financial Services, Variable Annuities, Alternative Investments, Wealth, Uniform Combined State..., 401k Rollovers, Retirement, Relationship Management, Retirement Planning, IRAs, Estate Planning, 401k, Investments, FINRA, Term Life Insurance, Wealth Management, Portfolio Management, Series 63, Life Insurance, Roth IRA, Financial Planners, ETFs, Asset Allocation, Universal Life, Strategic Financial..., Mutual Funds, Insurance, Fixed Annuities, Securities, Series 6, Asset Management, Series 65, Investment Management, Qualified Retirement..., Life & Health Insurance..., Separately Managed..., Investment Strategies, Wealth Management..., Disability Insurance, Financial Advisory, Investment Advisory, Pensions, Long Term Care Insurance, Defined Contribution
Education
Oregon State University 1973 — 1976
Anthem Blue Cross and Blue Shield October 2014 - Present
Anthem Blue Cross and Blue Shield February 2014 - Present
Anthem Blue Cross and Blue Shield June 2007 - Present
Ohio National Financial Services June 2002 - June 2007
Benchmark Group 1999 - 2001
Skills
Direct Mail, Brochures, Logo Design, Adobe Creative Suite, Graphic Design, Mac, Illustrator, Adobe Acrobat, Photography, Marketing Communications, Corporate Communications, Corporate Branding, Art Direction, Project Management, Web Design, Creative Direction, InDesign, Graphics, Social Media, Advertising, Corporate Identity, Creative Strategy, Direct Marketing, Direct Mail Campaigns, Layout, Brand Development, Copywriting, Email Marketing, Typography, QuarkXPress, Branding & Identity, Collateral, Newsletters
Education
College of Mount St. Joseph 1994 — 1998
Bachelor's degree, Graphic Design
Ohio National Financial Services June 2013 - Present
Jackson National Life December 2005 - December 2012
John Hancock May 2002 - December 2005
Prudential Financial December 2000 - August 2001
Life Insurance Company of the Southwest (LSW) January 1998 - May 2001
Jackson National Life May 2000 - October 2000
AEGON/Western Reserve Life (WRL) May 1996 - December 1997
Output Technologies December 1995 - April 1996
Vantage July 1991 - February 1995
Shawmut Bank September 1990 - July 1991
Skills
Annuities, UL, SDLC, DB2, Quality Assurance, Test Planning, User Acceptance Testing, Programming, Mainframe, Fileaid, TSO, VSAM, CICS, JCL, Testing, COBOL, Windows, Microsoft Office, Excel, Analysis, Business Analysis, Systems Analysis, Product Development, Requirements Analysis, Insurance, Project Planning, Data Analysis, Decision Support, Endevor, IBM Utilities, Problem Solving, Production Support, MVS, ISPF, IBM Mainframe, Syncsort, Application Development, Access, Easytrieve, SQL, SPUFI, Documentation, DB2/SQL, z/OS, Xpediter, Software Development, Lotus Notes, QMF, OS/390, Vantage-One
Education
Grumman Data Systems Institute 1979 — 1979
Diploma, Computer Programming
Nassau Community College 1976 — 1978
Liberal Arts
Ohio National Financial Services Regional Sales DirectorOhio National Financial Services Co.2007 - Present
Education
Old Dominion University 1965 — 1969
Ohio National Financial Services January 2008 - Present
Ohio National Financial Services May 2007 - January 2008
Ohio National Financial Services July 2006 - January 2008
Skills
Word, PowerPoint, Real Estate, Excel, Mortgage Lending, Customer Service, Microsoft Office, Software Documentation, Customer Satisfaction, Research, Teamwork, Commercial Lending, Management, Microsoft Excel, PAM for Mortgages, Lotus Notes, AWD, Notary Public, Loan Closings, Loan Servicing, Insurance, victim advocacy, Life Insurance, Auditing, Microsoft Word
Education
University of Cincinnati 2009 — 2010
Master's of Science, Criminal Justice
University of Cincinnati 2006 — 2008
Bachelors, Paralegal Studies
Ohio University 2003 — 2006
None, Criminology, English
Loveland High School 1999 — 2003
Cincinnati Childrens Hospital Medical Center May 2013 - Present
Cincinnati Childrens Hospital Medical Center June 2008 - May 2013
Ohio National Financial Services August 2004 - June 2008
Skills
Microsoft Excel, Business Objects, SAP, PeopleSoft, Smartstream, Strategic Planning, Business Analysis, Healthcare, Accounting, Auditing, Financial Analysis, Process Improvement, Management, Finance, General Ledger, Financial Reporting, Internal Controls, Budgets, Financial Accounting, Access, Loyalty Analytics
Education
Northern Kentucky University 2002 — 2006
BSBA, Accounting
Northern Kentucky University
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management
Ohio National Financial Services September 2008 - Present
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Leadership, Series 6, Fixed Annuities, Process Improvement, Finance, Accounting, Access, Financial Analysis, Training, Insurance
Education
Northern Kentucky University 2002 — 2005
BS, Education - Middle Grades
Xavier University 1996 — 1999
Communications
Ohio National Financial Services 2001 - Present
Benefit Design Group, LLC July 1998 - Present
Ohio National Financial Services 2001 - 2011
Skills
Annuities, Health Insurance, Retirement, 401k, Employee Benefits, Term Life Insurance, Long Term Care, Disability Insurance, Fixed Annuities, Long-term Care, Life Insurance, Insurance, Estate Planning, Small Business, Health Savings Accounts
Education
Oregon State University 1983 — 1986
BS, Finance
Ohio National Financial Services December 2012 - Present
ADP August 2010 - December 2011
Creative Retirement Systems February 2010 - August 2010
Transamerica Retirement Services January 2008 - February 2010
Transamerica April 2004 - February 2008
Diversified Investment Advisors March 2000 - April 2004
Diversified Investment Advisors June 1998 - March 2000
Skills
Customer Relations, Series 6, Series 63, 401k, Retirement Services, Business Development, Asset Allocation, Customer Service, Employee Benefits, Financial Services, Fixed Annuities, Insurance, Investments, Leadership, Retirement
Education
Mount Mercy University 2002 — 2004
Bachelor of Science, Business Management
Coldwell Banker West Shell April 2012 - Present
Macy's October 2009 - Present
Helton Management Services 2009 - April 2012
xpedx December 2010 - December 2011
City of Cincinnati Park Board April 2010 - September 2010
Procter & Gamble May 2008 - November 2009
Frontgate July 2007 - December 2007
Ohio National Financial Services May 2000 - July 2007
Skills
Client Relationship..., Skilled Communicator, Problem Solving, Critical Thinking, Team Leadership, Training New Employees, Staff Mentoring, Training Manuals, Organizing, Attention To Detail, MS Office Suite, Adobe Creative Suite, Database Development, Database Design, Digital Photography, Digital Manipulation, Retouching, Color Correction, Mac, PC, Administrative Support, Retail Management
Education
Ohio Institute of Photography and Technology 2004 — 2006
Photography, Commercial & Portrait
University of Cincinnati College of Business 1993 — 1996
Business, Marketing & Management
Landry-Stadler and Associates January 2012 - Present
Ohio National Financial Services January 2012 - Present
New York Life Insurance Company January 2009 - January 2012
Skills
Insurance, Strategic Financial..., Disability Insurance, Financial Planning, Leadership, Management, Health Insurance, Employee Benefits, Investments, Financial Modeling, Sales Management, Direct Marketing, Marketing Strategy, Strategic Planning, New Business Development, Team Leadership, Business Analysis, Process Improvement, Team Building, Account Management, Microsoft Excel
Education
Ohio University 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
Permission To Speak Financial Workshops October 2010 - Present
Ohio National Financial Services October 2006 - September 2011
Campbell Financial Group October 2006 - December 2010
BNI 2010 - 2010
National Penn Investment Services October 1998 - October 2006
Skills
Public Speaking, Education, Product Knowledge
Education
Montgomery County Community College 1975 — 1976
None, Administrative Assistant
The Hartford August 2011 - October 2012
Protective Life September 2003 - July 2011
Ohio National Financial Services March 1998 - August 2003
Education
Northern Kentucky University 1995 — 1998
BA, English, Speech Comm minor
Ohio National Financial Services March 1999 - Present
Education
Mount St. Joseph University 1993 — 1997
Bachelors, Business Administration - Economics
University of Cincinnati August 2014 - Present
Luzhou Tianli International School, Luzhou, China September 2008 - June 2009
Ohio National Financial Services February 2001 - May 2006
Education
University of Cincinnati 2014 — 2016
M.S.W., Social Work
Northern Kentucky University 2010 — 2014
Bachelor of Arts (B.A.), Philosophy, 3.9
LOMA 2001 — 2010
Certificate, Industry Education
Amelia High School 1987 — 1991
Diploma, English, Art
Ohio National Financial Servuces Vice President, Human ResourcesOhio National Financial ServicesJanuary 2013 - Present
Ohio National Financial Services 2011 - Present
Skills
Disability Insurance, Human Resources, 401k, Employee Benefits, Retirement Planning, Fixed Annuities, Insurance, Life Insurance
Education
University of Cincinnati 1990 — 1993
BS, Business Administration and Management, General
Northern Kentucky University
Motorists Insurance Group 2008 - Present
Progressive Insurance 1996 - 2008
Kenneth R. Reed & Associates 1994 - 1996
Transamerica 1989 - 1992
Ohio National Financial Services 1987 - 1989
Skills
Litigation Management, Claim, Product Liability, Litigation, Liability, Personal Injury, Insurance, Claim Investigation, Civil Litigation, Mediation, Property & Casualty..., Legal Liability, Liability Analysis, Claims Management, General Insurance, Negotiation, Risk Management, Casualty, Professional Liability, Claims, General Liability, Compliance, Commercial Litigation, Arbitration, Public Speaking, Legal Research, Courts, Trials
Education
Northern Kentucky University—Salmon P. Chase College of Law 1983 — 1987
Juris Doctor (J.D.)
Northern Kentucky University 1980 — 1982
Bachelor’s Degree, History, Minor in Women's Studies
University of Kentucky 1978 — 1980
History
Ohio National Financial Services July 1997 - Present
Karla Design April 1995 - Present
Broward County, Public Information/Graphics December 1989 - April 1995
Skills
Graphic Design, Web Design, Publications, Adobe Creative Suite, InDesign, Adobe Acrobat, Logo Design, Art Direction, Illustration, Fine Art, Marketing Communications, Microsoft Office, Microsoft PowerPoint, Brainshark, User Experience Design, Fiber Arts, Graphics
Education
Michigan State University 1978 — 1983
Fine Art, Graphic Design, Interior Design
Ohio National Financial Services March 2015 - Present
Ohio National Financial Services June 2012 - Present
Ohio National Financial Services June 2011 - June 2012
Recreational Sports Center, Miami University August 2008 - May 2010
Blind Squirrels Production Group, Inc May 2009 - August 2009
Skills
Customer Service, Leadership, Sales
Education
Miami University 2006 — 2010
Mass Communication, Minor in Marketing
Charles Schwab June 2015 - Present
Wake Forest University August 2013 - May 2015
PangeaTwo May 2014 - August 2014
BB&T September 2010 - June 2013
Ohio National Financial Services June 2009 - August 2009
Ohio Casualty Group June 2007 - August 2007
Education
Wake Forest University Graduate School 2013 — 2015
Master of Arts (M.A.), Mathematics
Ohio University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Ohio University 2005 — 2010
Bachelor of Science (B.S.), Mathematics-Actuarial Science
Ohio National Financial Services February 2012 - May 2014
M&I Institutional Trust Services October 2003 - October 2009
UMB Bank January 1995 - October 2003
UMB Bank November 1990 - January 1995
Skills
Flexible Spending..., Defined Benefit, Pensions, Consultative Selling, 401k, Financial Services, CRM, Sales Operations, Retirement Planning, Employee Benefits, Selling, Sales, Retirement, Defined Contribution, Relationship Management, ERISA, Financial Advisory, Management, Mutual Funds, Series 7
Education
Northern Michigan University
Bachelor of Science, Business Administration
Ohio National Financial Services December 2013 - Present
Ohio National Financial Services December 2010 - Present
Ohio National Financial Services January 2010 - December 2010
Ohio National Financial Services March 2007 - January 2010
Ohio National Financial Services February 2005 - March 2007
Ohio National Financial Services March 2000 - February 2005
Ohio National Financial Services June 1998 - March 2000
Ohio National Financial Services September 1997 - June 1998
UNIFI Companies - Ameritas, Acacia, Union Central and affilitated companies July 1990 - September 1997
Skills
401k, Retirement, Employee Benefits, IRAs, Pensions, Pension Administration
Education
Miami University 1986 — 2002
Bachelor of Science, Management
Opes One Advisors October 2007 - Present
Arogos Financial Group / Mass Mutual January 2000 - September 2007
Ohio National Financial Services January 1994 - December 1999
Prudential Securities June 1992 - January 1994
Skills
Estate Planning, Employee Benefits, Investments, Financial Analysis, LBS-Living Balance..., Life Insurance, Disability Insurance, Retirement Planning, Income Strategies, Strategic Financial..., Financial Planning, Financial Services, Insurance, Retirement, Financial Advisory, Finance, Wealth, Income, Long-term Care, Fixed Annuities, 401k
Education
Texas A&M Commerce 1988 — 1992
BA, Economics/Finance
Paris Junior College 1988 — 1990
Ohio National Financial Services August 2011 - Present
Ohio National Financial Services October 2008 - August 2011
Ohio National Financial Services June 2003 - October 2008
Skills
Life Insurance, Insurance, Fixed Annuities, Retirement Planning, Series 6, Retirement, Series 63, Mutual Funds
Education
Northern Kentucky University
Bachelor of Arts Organizational Leadership
Ohio National Financial Services October 2014 - Present
Ohio National Financial Services June 2000 - Present
Chiquita Brands International September 1997 - December 2000
The Kroger Company April 1990 - September 1997
Skills
Data Center, Leadership, Telecommunications, Process Improvement, Disaster Recovery, Visio, Software Documentation, Insurance, Change Management, Troubleshooting, VMware, Team Leadership, Information Technology, Cisco Technologies, Team Building, Lotus Notes, Networking, Active Directory, Financial Analysis, Negotiation, Windows, Project Management, Strategic Planning, Business Analysis, Salesforce.com, Finance, Budgets, Microsoft Excel, Forecasting, Financial Accounting, Financial Reporting, General Ledger, Vendor Management, Microsoft Word, Management
Education
Northern Kentucky University
TIAA-CREF July 2014 - Present
LifePoint Financial Advisors February 2010 - July 2014
Ohio National Financial Services February 2010 - September 2013
Allstate Financial Services, LLC March 2009 - February 2010
Mass Mutual Financial Group April 2001 - December 2008
Education
Northwood University 1989 — 1993
BBA, Economics
Ohio National Financial Services October 2014 - Present
Great American Financial Resources December 2008 - October 2014
Education
Northern Kentucky University 1999 — 2004
Bachelor of Arts (B.A.), Political Science and Criminal Justice
Ohio National Financial Services Senior Account ManagerOhio National Life Insurance Company1987 - Present
Education
Ohio Wesleyan University 1980 — 1984
Bachelor of Arts (B.A.), Mathematics and Accounting
Ohio National Financial Services July 1991 - Present
Ashland Petrolumn Company April 1977 - October 1991
Skills
Problem Analysis, Solution Architecture, Accounting System, Microsoft SQL Server, COBOLII, DB2, PL/1, Visual Basic, Financial Reporting, SmartStream, Business Intelligence, Business Objects Data..., Java
Education
Morehead State University 1976 — 1977
Master of Science (MS), Mathematics
Morehead State University 1970 — 1974
Bachelor's degree, Physics
Ohio National Financial Services September 1985 - Present
Ohio National Financial Services September 1997 - August 2005
Nation Wide Insurance 1983 - 1985
Skills
Business Analysis, Software Project..., Business Objects, Mutual Funds, Data Conversion, Financial Services, Portfolio Management, Microsoft Excel, Software Documentation, Strategic Financial..., Microsoft Office
Education
Northern Kentucky University
Information Technology
University of Cincinnati
Information Technology
The Dental Care Plus Group February 2015 - Present
Basco Manufacturing August 2012 - Present
Ohio National Financial Services March 1999 - August 2012
Skills
Call Center, Lotus Notes, Disaster Recovery, Process Improvement, Active Directory, Troubleshooting, Software Documentation, System Administration, Project Management, Windows Server, Access, Call Centers, SharePoint, Technical Support, Visio, Windows XP, Insurance, Customer Service, Servers, Networking, Network Administration, VPN, Network Security, Routers, Strategic Planning, Switches, Leadership, Budgets, Help Desk Support, Windows, Microsoft Office, Printers, Analysis, Integration, VoIP, Microsoft Excel, Vendor Management, Information Technology, Telecommunications
Education
College of Mount St. Joseph 1993 — 1997
Bachelor of Arts (BA), Business Administration, Management and Operations
Ohio National Financial Services February 2014 - Present
Ohio National Financial Services May 2007 - Present
Ohio National Financial Services October 2005 - May 2007
Oral Roberts University September 2002 - May 2005
Skills
Webinar Development, HTML emails, Copy Editing, ExactTarget, Brianshark Development, Broadcast Email, Project Coordination, Copywriting, Corporate Communications, Internal Communications, Editing, Email Marketing, Marketing Communications, Webinars, AP Style, B2B Marketing, Content Management, Online Communications, Campaigns, Newsletters, Web Content, Strategic Communications, Marketing, Social Media Marketing
Education
Oral Roberts University 2001 — 2005
Bachelor of Science, Mass Communications, Public Relations/Advertising Emphasis, Graduated Summa Cum Laude
Ohio National Financial Services 1999 - Present
Skills
Developer, Business...
Education
Miami University 1971 — 1976
Bachelor of Applied Science (B.A.Sc.), Computer Systems Analysis
Wm Henry Harrison High School
Private April 2012 - Present
Ohio National Financial Services September 2008 - April 2012
GEICO Insurance Agency March 2006 - February 2010
Ohio National Financial Services November 2006 - September 2008
Allstate Insurance Agency July 2003 - February 2006
Education
Wilmington College 2010 — 2013
Bachelor's Degree, Finance, General, Magna Cum Laude
Owens Community College 2002 — 2004
Associate's Degree, Criminal Justice/Police Science, Cum Laude