Ohio National Financial Services
Ohio National Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ohio National Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Ohio National Financial Services Salaries. You can even request information on how much does Ohio National Financial Services pay if you want to. Learn about salaries, pros and cons of working for Ohio National Financial Services directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
805 Ohio National Financial Services employees in database. Find out everything there's to know about Ohio National Financial Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ohio National Financial Services Employees
Employee
Years
Job
Industry
Brian Lenell Brian Lenell's Ohio National Financial Services Experience 1998 - 2011
Job President at Personal Financial Solutions, Inc
Industry Financial Services
Experience
Personal Financial Solutions, Inc October 1998 - Present
Ohio National Financial Services 1998 - 2011
Skills
Life Insurance, Retirement Planning, Fixed Annuities, Disability Insurance, Insurance, 401k, Term Life Insurance, Health Insurance, Customer Service, Retirement, Employee Benefits, IRAs, Underwriting, Long Term Care Insurance, Risk Management, Investments, Long-term Care, Estate Planning, Brokers, Strategic Financial..., Financial Analysis
Education
University of Wyoming 1977 — 1981
BS, Finance
American College 1990 — 1995
CLU, ChFC, Financial Services
Purdue University 1993 — 1994
Certified Health Consultant, Health insurance consulting
Life Office Management Institute 1985 — 1992
FLMI, Life Insurance Management
Personal Financial Solutions, Inc October 1998 - Present
Ohio National Financial Services 1998 - 2011
Skills
Life Insurance, Retirement Planning, Fixed Annuities, Disability Insurance, Insurance, 401k, Term Life Insurance, Health Insurance, Customer Service, Retirement, Employee Benefits, IRAs, Underwriting, Long Term Care Insurance, Risk Management, Investments, Long-term Care, Estate Planning, Brokers, Strategic Financial..., Financial Analysis
Education
University of Wyoming 1977 — 1981
BS, Finance
American College 1990 — 1995
CLU, ChFC, Financial Services
Purdue University 1993 — 1994
Certified Health Consultant, Health insurance consulting
Life Office Management Institute 1985 — 1992
FLMI, Life Insurance Management
Tom Mahony, CLU, ChFC Tom Mahony, CLU, ChFC's Ohio National Financial Services Experience February 2012 - Present
Job Regional Sales Director at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services February 2012 - Present
Sun Life Financial November 2007 - June 2009
Phoenix Life Insurance Company July 2002 - October 2007
Connecticut Mutual 1982 - 1990
Skills
Series 7, Series 6, Series 63, 401k, Retirement, Mutual Funds, Fixed Annuities, Life Insurance Sales, Insurance, Life Insurance, Whole Life, Universal Life, Disability Insurance, Term Life Insurance, Product Management, Retirement Planning, Wealth Management, Salesforce.com, Investments, Variable Annuities, Financial Advisory, Asset Allocation, Leadership, Communication, Relationship Management, Financial Advisor, Sales, Financial Planning, Private Reserve Strategy, MoneyTrax, Circle of Wealth, Sales Management, Project Management, Portfolio Management, Recruiting, Relationship Management..., Strategic Financial..., Management, Long-term Care, Financial Services, Estate Planning, Finance, Employee Benefits
Education
Bishop Dunne
Bishop Dunne
The University of Texas at Arlington
Accounting
The American College
CLU, ChFC
Ohio National Financial Services February 2012 - Present
Sun Life Financial November 2007 - June 2009
Phoenix Life Insurance Company July 2002 - October 2007
Connecticut Mutual 1982 - 1990
Skills
Series 7, Series 6, Series 63, 401k, Retirement, Mutual Funds, Fixed Annuities, Life Insurance Sales, Insurance, Life Insurance, Whole Life, Universal Life, Disability Insurance, Term Life Insurance, Product Management, Retirement Planning, Wealth Management, Salesforce.com, Investments, Variable Annuities, Financial Advisory, Asset Allocation, Leadership, Communication, Relationship Management, Financial Advisor, Sales, Financial Planning, Private Reserve Strategy, MoneyTrax, Circle of Wealth, Sales Management, Project Management, Portfolio Management, Recruiting, Relationship Management..., Strategic Financial..., Management, Long-term Care, Financial Services, Estate Planning, Finance, Employee Benefits
Education
Bishop Dunne
Bishop Dunne
The University of Texas at Arlington
Accounting
The American College
CLU, ChFC
Liz Hasenfang Liz Hasenfang's Ohio National Financial Services Experience April 2013 - Present
Job Independent Insurance Agent at Robert Bishop Insurance Services, Inc.
Industry Insurance
Experience
Robert Bishop Insurance Services, Inc. January 2013 - Present
Lloyd's of London May 2015 - Present
Assurity Life March 2015 - Present
AGLA is now part of the AIG Family! August 2013 - Present
Humana August 2013 - Present
Coventry Health Care August 2013 - Present
Anthem April 2013 - Present
Blue Shield of California April 2013 - Present
Ohio National Financial Services April 2013 - Present
Aflac December 2012 - December 2014
Skills
Life Insurance, Insurance, Disability Insurance, Health Insurance, Healthcare Reform, Accident Insurance, Medicare Part D, Medicare Supplements, Medicare Advantage, Ancillary Benefits, Clerical Skills, Microsoft Word, Microsoft Excel, Microsoft Power Point, Universal Life, Health Savings Accounts, Whole Life, Term Life Insurance
Education
Simpson University 2006 — 2011
Bachelor's degree, English Language and Literature, General
Shasta College 2005 — 2011
Associate of Arts (AA), Music Voice
Robert Bishop Insurance Services, Inc. January 2013 - Present
Lloyd's of London May 2015 - Present
Assurity Life March 2015 - Present
AGLA is now part of the AIG Family! August 2013 - Present
Humana August 2013 - Present
Coventry Health Care August 2013 - Present
Anthem April 2013 - Present
Blue Shield of California April 2013 - Present
Ohio National Financial Services April 2013 - Present
Aflac December 2012 - December 2014
Skills
Life Insurance, Insurance, Disability Insurance, Health Insurance, Healthcare Reform, Accident Insurance, Medicare Part D, Medicare Supplements, Medicare Advantage, Ancillary Benefits, Clerical Skills, Microsoft Word, Microsoft Excel, Microsoft Power Point, Universal Life, Health Savings Accounts, Whole Life, Term Life Insurance
Education
Simpson University 2006 — 2011
Bachelor's degree, English Language and Literature, General
Shasta College 2005 — 2011
Associate of Arts (AA), Music Voice
Bill Arthur's Ohio National Financial Services Experience November 2006 - January 2010
Job Director of Retirement Plans at Focus on Success
Industry Financial Services
Experience
Focus on Success, LLC January 2010 - Present
Focus on Success January 2010 - Present
Ohio National Financial Services November 2006 - January 2010
Education
Thomas More College 1988 — 1993
BA, Accounting
Focus on Success, LLC January 2010 - Present
Focus on Success January 2010 - Present
Ohio National Financial Services November 2006 - January 2010
Education
Thomas More College 1988 — 1993
BA, Accounting
Ross Hambrick Ross Hambrick's Ohio National Financial Services Experience December 2009 - December 2009
Job Investment Analyst at William Blair
Industry Investment Management
Experience
William Blair & Company January 2014 - Present
Fifth Third Bank June 2013 - December 2013
Johnson Investment Counsel June 2010 - August 2012
Ohio National Financial Services December 2009 - December 2009
Education
University of Cincinnati 2009 — 2013
Bachelor of Business Administration, Finance and Business Economics, 3.96
William Blair & Company January 2014 - Present
Fifth Third Bank June 2013 - December 2013
Johnson Investment Counsel June 2010 - August 2012
Ohio National Financial Services December 2009 - December 2009
Education
University of Cincinnati 2009 — 2013
Bachelor of Business Administration, Finance and Business Economics, 3.96
Ashley Ipox Ashley Ipox's Ohio National Financial Services Experience January 2009 - July 2009
Job An accomplished business professional with demonstrated success
Industry Financial Services
Experience
Brookdale July 2015 - Present
Procter & Gamble March 2013 - Present
Neace Lukens Inc January 2010 - July 2013
CBS Personnel Services August 2006 - December 2009
Ohio National Financial Services January 2009 - July 2009
Twisted October 2004 - July 2007
Skills
Customer Service, Microsoft Office, Office Administration, Communication, Sales Operations, Payroll, Account Management, Accounts Payable, Accounts Receivable, Telephone Skills, Restaurant Management, Bartending, Recruiting, Microsoft Licensing, Public Speaking, Management, Leadership, Sales, Interviews, Time Management, Hiring, Cold Calling
Education
University of Cincinnati 2012 — 2015
Secondary Education, Special Education and Teaching, Senior
Southwestern College 2007 — 2009
Associates Degree, Business Administration/ Accounting
Brookdale July 2015 - Present
Procter & Gamble March 2013 - Present
Neace Lukens Inc January 2010 - July 2013
CBS Personnel Services August 2006 - December 2009
Ohio National Financial Services January 2009 - July 2009
Twisted October 2004 - July 2007
Skills
Customer Service, Microsoft Office, Office Administration, Communication, Sales Operations, Payroll, Account Management, Accounts Payable, Accounts Receivable, Telephone Skills, Restaurant Management, Bartending, Recruiting, Microsoft Licensing, Public Speaking, Management, Leadership, Sales, Interviews, Time Management, Hiring, Cold Calling
Education
University of Cincinnati 2012 — 2015
Secondary Education, Special Education and Teaching, Senior
Southwestern College 2007 — 2009
Associates Degree, Business Administration/ Accounting
Randal C. Espey Randal C. Espey's Ohio National Financial Services Experience June 2013 - Present
Job Providing Life & DI Insurance Products to both Career and Independent Producing General Agents in Georgia (770) 8863589
Industry Insurance
Experience
Ohio National Financial Services June 2013 - Present
Espey Financial Group April 2006 - June 2013
Kalos Financial March 2005 - April 2006
MassMutual Financial Group July 1999 - March 2005
Guardian Life July 1998 - July 1999
MetLife January 1984 - June 1998
Skills
Management, Sales, Leadership, Training
Education
The University of Texas at Austin - Red McCombs School of Business 1979 — 1983
Bachelor of Business Administration (B.B.A.), Finance
Ohio National Financial Services June 2013 - Present
Espey Financial Group April 2006 - June 2013
Kalos Financial March 2005 - April 2006
MassMutual Financial Group July 1999 - March 2005
Guardian Life July 1998 - July 1999
MetLife January 1984 - June 1998
Skills
Management, Sales, Leadership, Training
Education
The University of Texas at Austin - Red McCombs School of Business 1979 — 1983
Bachelor of Business Administration (B.B.A.), Finance
Matthew Rower Matthew Rower's Ohio National Financial Services Experience January 2014 - Present
Job Annuity New Business at Ohio National Financial Services
Industry Real Estate
Experience
Ohio National Financial Services January 2014 - Present
Wright Brothers Global Gas, LLC September 2013 - January 2014
CMC Properties April 2013 - August 2013
CMC Properties January 2013 - April 2013
CMC Properties August 2012 - January 2013
Cincinnati Zoo and Botanical Garden June 2009 - August 2012
University of Cincinnati Athletics 2010 - 2010
Buffalo Wild Wings June 2007 - December 2008
Skills
Microsoft Office, Oral Communications, Written Communication, Windows, Guest Service, Staff Supervision, Customer Service, Sales, Facebook, PowerPoint, Social Media, Public Speaking, Social Networking, Event Planning, Public Relations, Fundraising
Education
University of Cincinnati 2006 — 2010
Bachelor's Degree, Sport Administration
Elida High School 2003 — 2006
Ohio National Financial Services January 2014 - Present
Wright Brothers Global Gas, LLC September 2013 - January 2014
CMC Properties April 2013 - August 2013
CMC Properties January 2013 - April 2013
CMC Properties August 2012 - January 2013
Cincinnati Zoo and Botanical Garden June 2009 - August 2012
University of Cincinnati Athletics 2010 - 2010
Buffalo Wild Wings June 2007 - December 2008
Skills
Microsoft Office, Oral Communications, Written Communication, Windows, Guest Service, Staff Supervision, Customer Service, Sales, Facebook, PowerPoint, Social Media, Public Speaking, Social Networking, Event Planning, Public Relations, Fundraising
Education
University of Cincinnati 2006 — 2010
Bachelor's Degree, Sport Administration
Elida High School 2003 — 2006
Christopher J. Citurs Christopher J. Citurs's Ohio National Financial Services Experience March 2009 - January 2012
Job President at Raptor Resources, LLC
Industry Financial Services
Experience
Raptor Resources, LLC July 2014 - Present
Citurs Financial Group March 2009 - Present
Penn Mutual January 2012 - July 2013
Ohio National Financial Services March 2009 - January 2012
Northwestern Mutual July 2000 - March 2009
Skills
Wealth Management, Fixed Annuities, Management, Retirement Planning, Investments, Estate Planning, Life Insurance, Finance, 401k, Disability Insurance, Employee Benefits, Securities, Business Planning, Strategy, Retirement, Small Business
Education
St. Cloud State University - Herberger Business School 1997 — 2000
B.S., Finance
Raptor Resources, LLC July 2014 - Present
Citurs Financial Group March 2009 - Present
Penn Mutual January 2012 - July 2013
Ohio National Financial Services March 2009 - January 2012
Northwestern Mutual July 2000 - March 2009
Skills
Wealth Management, Fixed Annuities, Management, Retirement Planning, Investments, Estate Planning, Life Insurance, Finance, 401k, Disability Insurance, Employee Benefits, Securities, Business Planning, Strategy, Retirement, Small Business
Education
St. Cloud State University - Herberger Business School 1997 — 2000
B.S., Finance
Beth Hollenbeck's Ohio National Financial Services Experience June 2008 - September 2008
Job Property Management Coordinator at CA Ventures, LLC
Industry Hospitality
Experience
CA Ventures, LLC November 2014 - August 2015
CA Ventures, LLC May 2014 - November 2014
CA Ventures, LLC November 2013 - May 2014
Human Capital Media June 2013 - November 2013
BJ's Restaurants, Inc. October 2011 - September 2012
Monaco's Banquet Facility June 2011 - September 2011
The Ohio State University April 2010 - December 2010
Ohio National Financial Services June 2008 - September 2008
Skills
Planning & Organizing..., Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Event Planning, Marketing, Social Media, Social Media Marketing, PowerPoint, Social Networking, Research, Hospitality, Leadership
Education
The Ohio State University 2007 — 2011
Bachelor of Science, Hospitality Management major / General Business minor
University of Dayton 2006 — 2007
Accounting
Mount Notre Dame High School 2002 — 2006
High School Diploma
CA Ventures, LLC November 2014 - August 2015
CA Ventures, LLC May 2014 - November 2014
CA Ventures, LLC November 2013 - May 2014
Human Capital Media June 2013 - November 2013
BJ's Restaurants, Inc. October 2011 - September 2012
Monaco's Banquet Facility June 2011 - September 2011
The Ohio State University April 2010 - December 2010
Ohio National Financial Services June 2008 - September 2008
Skills
Planning & Organizing..., Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Event Planning, Marketing, Social Media, Social Media Marketing, PowerPoint, Social Networking, Research, Hospitality, Leadership
Education
The Ohio State University 2007 — 2011
Bachelor of Science, Hospitality Management major / General Business minor
University of Dayton 2006 — 2007
Accounting
Mount Notre Dame High School 2002 — 2006
High School Diploma
Brandon James Brandon James's Ohio National Financial Services Experience April 2006 - December 2006
Job Application Developer at RevSpring
Industry Information Technology and Services
Experience
RevSpring February 2014 - Present
Robert Half Technology July 2013 - January 2014
WebReliance, Inc. November 2011 - June 2013
Focusmark Group December 2010 - November 2011
TELLUS, LLC November 2009 - November 2010
Pump Pros April 2008 - September 2010
Photonics Graphics May 2007 - September 2007
Ohio National Financial Services April 2006 - December 2006
Skills
C#, ASP.NET, SQL Server, jQuery, HTML, CSS, JavaScript, SSRS, .NET, Microsoft SQL Server, VB.NET, SEO, Java, SQL, T-SQL, SDLC, XML, Web Design, Web Services, Web Applications, ASP, VBScript, Visual Studio, Umbraco, DotNetNuke, Web Services API, RESTful WebServices
Education
University of Cincinnati 2004 — 2009
Bachelors of Science in Information Technology, Software Development, Web Technologies
RevSpring February 2014 - Present
Robert Half Technology July 2013 - January 2014
WebReliance, Inc. November 2011 - June 2013
Focusmark Group December 2010 - November 2011
TELLUS, LLC November 2009 - November 2010
Pump Pros April 2008 - September 2010
Photonics Graphics May 2007 - September 2007
Ohio National Financial Services April 2006 - December 2006
Skills
C#, ASP.NET, SQL Server, jQuery, HTML, CSS, JavaScript, SSRS, .NET, Microsoft SQL Server, VB.NET, SEO, Java, SQL, T-SQL, SDLC, XML, Web Design, Web Services, Web Applications, ASP, VBScript, Visual Studio, Umbraco, DotNetNuke, Web Services API, RESTful WebServices
Education
University of Cincinnati 2004 — 2009
Bachelors of Science in Information Technology, Software Development, Web Technologies
Randal C. Espey Randal C. Espey's Ohio National Financial Services Experience June 2013 - Present
Job Regional Sales Director at Ohio National Financial Services for Georgia (770) 8863589
Industry Financial Services
Experience
Ohio National Financial Services June 2013 - Present
Skills
Disability Insurance, Insurance, Marketing, Retirement, Strategic Financial..., Term Life Insurance, Universal Life, Whole Life, Human Resources, Program Management, Microsoft Office, Microsoft Word, Fixed Annuities, Microsoft Excel
Education
The University of Texas at Austin 1979 — 1983
BBA, Finance
Ohio National Financial Services June 2013 - Present
Skills
Disability Insurance, Insurance, Marketing, Retirement, Strategic Financial..., Term Life Insurance, Universal Life, Whole Life, Human Resources, Program Management, Microsoft Office, Microsoft Word, Fixed Annuities, Microsoft Excel
Education
The University of Texas at Austin 1979 — 1983
BBA, Finance
Scott Weinstein Scott Weinstein's Ohio National Financial Services Experience 2009 - 2015
Job Financial Advisor
Industry Financial Services
Experience
The Strategic Financial Group, Inc 1990 - Present
Ohio National Financial Services 2009 - 2015
Ohio National Financial Services 2009 - 2015
FAA October 1987 - March 1990
United States Air Force October 1981 - December 1984
Skills
Finance, Investment Management, Employee Benefits, Analysis, Registered Investment..., Financial Goals, Small Business, Investment Advisory..., Health Insurance, Whole Life, Strategic Planning, Series 65, Business Planning, Wealth Management..., Team Building
Education
The American College 2008 — 2011
FSS, Financial Services Specialist
The American College 1991 — 1994
LUTCF, Insurance and investment planning
The Strategic Financial Group, Inc 1990 - Present
Ohio National Financial Services 2009 - 2015
Ohio National Financial Services 2009 - 2015
FAA October 1987 - March 1990
United States Air Force October 1981 - December 1984
Skills
Finance, Investment Management, Employee Benefits, Analysis, Registered Investment..., Financial Goals, Small Business, Investment Advisory..., Health Insurance, Whole Life, Strategic Planning, Series 65, Business Planning, Wealth Management..., Team Building
Education
The American College 2008 — 2011
FSS, Financial Services Specialist
The American College 1991 — 1994
LUTCF, Insurance and investment planning
Thomas Quinn, CLU Thomas Quinn, CLU's Ohio National Financial Services Experience April 2014 - Present
Job Agency Vice President at Ohio National
Industry Financial Services
Experience
Ohio National Financial Services April 2014 - Present
Ameritas 2008 - December 2013
National Life Group 1996 - 2006
Connecticut Mutual now known as MassMutual Financial Group 1991 - 1996
Skills
FINRA Series..., Life insurance, Disability Insurance, Annuities, Long Term Care, Pensions, Securities, RIA, Field Office..., Fixed Annuities, Long-term Care, Life Insurance, Retirement, Financial Services, Retirement Planning, Term Life Insurance, IRAs, 401k, Series 6, Insurance
Education
The American College
CLU, Financial Services
University of Minnesota-Twin Cities
Bachelor of Elected Studies, Liberal Arts
Ohio National Financial Services April 2014 - Present
Ameritas 2008 - December 2013
National Life Group 1996 - 2006
Connecticut Mutual now known as MassMutual Financial Group 1991 - 1996
Skills
FINRA Series..., Life insurance, Disability Insurance, Annuities, Long Term Care, Pensions, Securities, RIA, Field Office..., Fixed Annuities, Long-term Care, Life Insurance, Retirement, Financial Services, Retirement Planning, Term Life Insurance, IRAs, 401k, Series 6, Insurance
Education
The American College
CLU, Financial Services
University of Minnesota-Twin Cities
Bachelor of Elected Studies, Liberal Arts
Harry Pond Harry Pond's Ohio National Financial Services Experience 2009 - Present
Job at Rockland Group, LLC
Industry Financial Services
Experience
InterCore Inc. December 2010 - Present
Ohio National Financial Services 2009 - Present
Rockland Group, LLC May 2005 - Present
TriStar Wellness Solutions April 2012 - January 2013
Education
Texas State University-San Marcos 1969 — 1972
Bachelor's degree, Mathematics
InterCore Inc. December 2010 - Present
Ohio National Financial Services 2009 - Present
Rockland Group, LLC May 2005 - Present
TriStar Wellness Solutions April 2012 - January 2013
Education
Texas State University-San Marcos 1969 — 1972
Bachelor's degree, Mathematics
Joe Irwin Joe Irwin's Ohio National Financial Services Experience November 1996 - Present
Job Producing General Agent at Ohio National Life
Industry Music
Experience
Ohio National Life June 2014 - Present
Ohio National Financial Services November 1996 - Present
Victoria Independent School District, Retired August 2008 - June 2014
Manhattan Concert Productions 1989 - 1990
Skills
Music, Music Production, Composition, Recording, Singing, Music Education, Piano, Sound, Public Speaking, Musical Theatre, Finale, Orchestration, Pianist, Music Technology, Keyboards, Drums, Orchestral Music, Ensemble, Guitarist, Choral Conducting, Music Industry, Cubase, Choral, Musicians, Classroom, Vocal Coaching, Curriculum Design, Classical, Sibelius, Songwriting, Vocal, Teaching, Contemporary Music, Conducting, Music History, Educational Leadership, Voice Lessons, Church Music, Sight Reading, Chamber Music, Opera, Concerts, Vocal Instruction, Brass, Ear Training, Music Transcription
Education
The American College 1994 — 1996
Chartered Life Underwriter, Insurance
Life Underwriters Training Council 1992 — 1994
LUTCF Life Underwriter Training Council Fellow, Life and Health Insurance Planning
The University of Texas-Pan American 1985 — 1985
Master of Education (M.Ed.), Educational, Instructional, and Curriculum Supervision
Texas A&M University-Commerce 1963 — 1969
B M Ed, M S, Music Education
Ohio National Life June 2014 - Present
Ohio National Financial Services November 1996 - Present
Victoria Independent School District, Retired August 2008 - June 2014
Manhattan Concert Productions 1989 - 1990
Skills
Music, Music Production, Composition, Recording, Singing, Music Education, Piano, Sound, Public Speaking, Musical Theatre, Finale, Orchestration, Pianist, Music Technology, Keyboards, Drums, Orchestral Music, Ensemble, Guitarist, Choral Conducting, Music Industry, Cubase, Choral, Musicians, Classroom, Vocal Coaching, Curriculum Design, Classical, Sibelius, Songwriting, Vocal, Teaching, Contemporary Music, Conducting, Music History, Educational Leadership, Voice Lessons, Church Music, Sight Reading, Chamber Music, Opera, Concerts, Vocal Instruction, Brass, Ear Training, Music Transcription
Education
The American College 1994 — 1996
Chartered Life Underwriter, Insurance
Life Underwriters Training Council 1992 — 1994
LUTCF Life Underwriter Training Council Fellow, Life and Health Insurance Planning
The University of Texas-Pan American 1985 — 1985
Master of Education (M.Ed.), Educational, Instructional, and Curriculum Supervision
Texas A&M University-Commerce 1963 — 1969
B M Ed, M S, Music Education
David Schlesser,CLU,LUTCF David Schlesser,CLU,LUTCF's Ohio National Financial Services Experience December 2009 - January 2014
Job Agency Director at AIG Financial Network
Industry Financial Services
Experience
AIG Financial Network August 2014 - Present
Ohio National Financial Services December 2009 - January 2014
FUTURITY FIRST Insurance Group March 2008 - October 2009
The Guardian Life Insurance Company of America May 2006 - February 2008
Principal Financial Group March 2003 - May 2006
New York Life Insurance Company 1999 - March 2003
Metlife 1992 - 1999
Skills
Life Insurance, Disability Insurance, Variable Annuities, Qualified Retirement..., Recruiting, Insurance, Retirement, Employee Benefits, FINRA, Fixed Annuities, Investments, Long-term Care, Mutual Funds, Retirement Planning, Term Life Insurance
Education
University of Illinois at Chicago 1979 — 1981
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
The American College
AIG Financial Network August 2014 - Present
Ohio National Financial Services December 2009 - January 2014
FUTURITY FIRST Insurance Group March 2008 - October 2009
The Guardian Life Insurance Company of America May 2006 - February 2008
Principal Financial Group March 2003 - May 2006
New York Life Insurance Company 1999 - March 2003
Metlife 1992 - 1999
Skills
Life Insurance, Disability Insurance, Variable Annuities, Qualified Retirement..., Recruiting, Insurance, Retirement, Employee Benefits, FINRA, Fixed Annuities, Investments, Long-term Care, Mutual Funds, Retirement Planning, Term Life Insurance
Education
University of Illinois at Chicago 1979 — 1981
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
The American College
Ali Khodadad, CFA®, CFP®, ChFC®, CLU® Ali Khodadad, CFA®, CFP®, ChFC®, CLU®'s Ohio National Financial Services Experience September 2007 - September 2013
Job Assistant Vice President at The O.N. Equity Sales Company
Industry Financial Services
Experience
The O.N. Equity Sales Company October 2013 - Present
Ohio National Financial Services September 2007 - September 2013
CHASE INVESTMENT SERVICES CORP. May 2005 - July 2007
HRBFA March 2004 - July 2005
Robert W. Baird & Co. April 2002 - March 2004
Hilliard Lyons/PNC Brokerage May 1998 - April 2002
Skills
CLU, ChFC, Retirement, Retirement Planning, CTM, Mutual Funds, Variable Annuities, Wealth Management, Series 7, Life Insurance, Fixed Annuities, 401k, Chartered Financial..., Certified Financial...
Education
The Ohio State University 1988 — 1993
Bachelor of Science (BS), International Business
The American College 2008 — 2009
ChFC, CLU, Financial Planning and Services
The O.N. Equity Sales Company October 2013 - Present
Ohio National Financial Services September 2007 - September 2013
CHASE INVESTMENT SERVICES CORP. May 2005 - July 2007
HRBFA March 2004 - July 2005
Robert W. Baird & Co. April 2002 - March 2004
Hilliard Lyons/PNC Brokerage May 1998 - April 2002
Skills
CLU, ChFC, Retirement, Retirement Planning, CTM, Mutual Funds, Variable Annuities, Wealth Management, Series 7, Life Insurance, Fixed Annuities, 401k, Chartered Financial..., Certified Financial...
Education
The Ohio State University 1988 — 1993
Bachelor of Science (BS), International Business
The American College 2008 — 2009
ChFC, CLU, Financial Planning and Services
Paul Healey Paul Healey's Ohio National Financial Services Experience December 2013 - July 2014
Job Executive Chauffeur at GE Aviation
Industry Public Safety
Experience
GE Aviation December 2014 - Present
Ohio National Financial Services December 2013 - July 2014
City of Sharonville July 1999 - July 2011
City of Sharonville May 1987 - July 1999
University of Cincinnati January 1986 - April 1987
Skills
OPOTC, Firearms..., Corporate Security, Police, Criminal Investigations, Surveillance, Investigations, Homeland Security, Response to Active..., Officer Involved..., USMC Violence Awareness..., Physical Security, Personal Security, Leadership, Critical Incident..., Patrol, Police Training, Police Administration, Law Enforcement..., Terrorism, NIMS, FEMA Elevation..., Security Operations, Private Investigations, Firearms, Crime Prevention, Criminal Justice, Field Training, Public Safety, Law Enforcement, Investigation
Education
University of Phoenix 2007 — 2009
Associate of Arts (AA), Criminal Justice/Law Enforcement Administration
Police Executive Leadership College 2000 — 2000
Police Administration
The Ohio State University 1980 — 1981
Criminal Justice/Law Enforcement Administration
GE Aviation December 2014 - Present
Ohio National Financial Services December 2013 - July 2014
City of Sharonville July 1999 - July 2011
City of Sharonville May 1987 - July 1999
University of Cincinnati January 1986 - April 1987
Skills
OPOTC, Firearms..., Corporate Security, Police, Criminal Investigations, Surveillance, Investigations, Homeland Security, Response to Active..., Officer Involved..., USMC Violence Awareness..., Physical Security, Personal Security, Leadership, Critical Incident..., Patrol, Police Training, Police Administration, Law Enforcement..., Terrorism, NIMS, FEMA Elevation..., Security Operations, Private Investigations, Firearms, Crime Prevention, Criminal Justice, Field Training, Public Safety, Law Enforcement, Investigation
Education
University of Phoenix 2007 — 2009
Associate of Arts (AA), Criminal Justice/Law Enforcement Administration
Police Executive Leadership College 2000 — 2000
Police Administration
The Ohio State University 1980 — 1981
Criminal Justice/Law Enforcement Administration
Lawrence S. Tretola, CLU, ChFC Lawrence S. Tretola, CLU, ChFC's Ohio National Financial Services Experience January 2011 - Present
Job Insurance & Financial Consultant
Industry Financial Services
Experience
Ohio National Financial Services January 2011 - Present
Northwestern Mutual January 1977 - March 2002
Skills
Retirement Planning, Fixed Annuities, Estate Planning, Mutual Funds, Retirement, Life Insurance, Strategic Financial...
Education
Rider University
Finance, General
The American College
Insurance & Financial Services
Ohio National Financial Services January 2011 - Present
Northwestern Mutual January 1977 - March 2002
Skills
Retirement Planning, Fixed Annuities, Estate Planning, Mutual Funds, Retirement, Life Insurance, Strategic Financial...
Education
Rider University
Finance, General
The American College
Insurance & Financial Services
Paul Donisi Paul Donisi's Ohio National Financial Services Experience July 2015 - Present
Job Manager, Server and Desktop Infrastructure at Ohio National Financial Services
Industry Information Technology and Services
Experience
Ohio National Financial Services July 2015 - Present
Ohio National Financial Services August 2014 - Present
Skills
VMware, Virtualization, Disaster Recovery, Enterprise Architecture, Solaris, Project Management, Storage Solutions, Server Architecture, Citrix, Windows Server, Backup Solutions, Network Administration, Active Directory, System Administration, SSO, Storage, Troubleshooting
Education
University of Cincinnati 1992 — 1996
Bachelors of Science, Criminal Justice
La Salle High School 1987 — 1991
College/University Preparatory
Ohio National Financial Services July 2015 - Present
Ohio National Financial Services August 2014 - Present
Skills
VMware, Virtualization, Disaster Recovery, Enterprise Architecture, Solaris, Project Management, Storage Solutions, Server Architecture, Citrix, Windows Server, Backup Solutions, Network Administration, Active Directory, System Administration, SSO, Storage, Troubleshooting
Education
University of Cincinnati 1992 — 1996
Bachelors of Science, Criminal Justice
La Salle High School 1987 — 1991
College/University Preparatory
Chad Myers, ASA Chad Myers, ASA's Ohio National Financial Services Experience January 2006 - March 2007
Job Vice President at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation April 2012 - Present
Valuation Research Corporation April 2007 - March 2012
Ohio National Financial Services January 2006 - March 2007
Skills
Business Valuation, Intangible Assets, Purchase Price..., 409A, Valuation, MBA, Business Planning, Loans, Corporate Finance, Customer Service
Education
Xavier University 2004 — 2006
Master of Business Administration (M.B.A.), Finance, General
The Ohio State University - The Max M. Fisher College of Business 1997 — 2001
BSBA, Finance, General
La Salle High School 1993 — 1997
Valuation Research Corporation April 2012 - Present
Valuation Research Corporation April 2007 - March 2012
Ohio National Financial Services January 2006 - March 2007
Skills
Business Valuation, Intangible Assets, Purchase Price..., 409A, Valuation, MBA, Business Planning, Loans, Corporate Finance, Customer Service
Education
Xavier University 2004 — 2006
Master of Business Administration (M.B.A.), Finance, General
The Ohio State University - The Max M. Fisher College of Business 1997 — 2001
BSBA, Finance, General
La Salle High School 1993 — 1997
Byron Alvarado, MBA's Ohio National Financial Services Experience August 2013 - December 2014
Job Focus on Your Ability to Create Wealth
Industry Financial Services
Experience
The Strategy Partners, Inc. Insurance and Financial Service Solutions January 2015 - Present
Ohio National Financial Services* August 2013 - December 2014
MassMutual Financial Group November 2007 - August 2013
AIG Financial Advisors April 2005 - November 2007
The Boeing Company, Rocketdyne December 1996 - September 2004
The Boeing Company 1997 - 2004
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2003
MBA, Finances
University of Arizona 1991 — 1996
Bachelor of Science, Mechanical Engineering
The Strategy Partners, Inc. Insurance and Financial Service Solutions January 2015 - Present
Ohio National Financial Services* August 2013 - December 2014
MassMutual Financial Group November 2007 - August 2013
AIG Financial Advisors April 2005 - November 2007
The Boeing Company, Rocketdyne December 1996 - September 2004
The Boeing Company 1997 - 2004
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2003
MBA, Finances
University of Arizona 1991 — 1996
Bachelor of Science, Mechanical Engineering
Glenn Newlin Glenn Newlin's Ohio National Financial Services Experience January 1996 - January 2001
Job Life/Employee Benefits at KemnerIott Agency, Inc.
Industry Insurance
Experience
Kemner-Iott Agency, Inc. October 2013 - Present
Gleaner Life Insurance Society March 2008 - August 2013
Ohio National Seguros de Vida January 2001 - January 2005
Ohio National Financial Services January 1996 - January 2001
Skills
Employee Benefits, Fixed Annuities, Life Insurance, Recruiting, Health Insurance, Sales, Sales Management, Marketing, Training, Public Speaking, Disability Insurance, Insurance, Management, Term Life Insurance, Universal Life, Long-term Care, Whole Life, Retirement Planning, Retirement, Property & Casualty..., IRAs, Commercial Insurance, Umbrella Insurance, Long Term Care Insurance, Critical Illness
Education
CLU, ChFC, The American College 1992 — 2005
CLU, ChFC, CASL, Life Insurance Planning and Financial Services
The American College 1996 — 2004
Masters of Science, Management
Kemner-Iott Agency, Inc. October 2013 - Present
Gleaner Life Insurance Society March 2008 - August 2013
Ohio National Seguros de Vida January 2001 - January 2005
Ohio National Financial Services January 1996 - January 2001
Skills
Employee Benefits, Fixed Annuities, Life Insurance, Recruiting, Health Insurance, Sales, Sales Management, Marketing, Training, Public Speaking, Disability Insurance, Insurance, Management, Term Life Insurance, Universal Life, Long-term Care, Whole Life, Retirement Planning, Retirement, Property & Casualty..., IRAs, Commercial Insurance, Umbrella Insurance, Long Term Care Insurance, Critical Illness
Education
CLU, ChFC, The American College 1992 — 2005
CLU, ChFC, CASL, Life Insurance Planning and Financial Services
The American College 1996 — 2004
Masters of Science, Management
Cody Martz Cody Martz's Ohio National Financial Services Experience September 2014 - Present
Job Issue Representative at Ohio National Financial Services
Industry Marketing and Advertising
Experience
Ohio National Financial Services September 2014 - Present
Ohio National Financial Services May 2014 - August 2014
Valor Security Services September 2010 - May 2014
Cedar Fair Entertainment Company - Kings Island April 2004 - August 2013
Manor House October 2009 - April 2010
Skills
Customer Service, Marketing, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Team Leadership, Team Building, Leadership, Social Media, Strategic Planning, Inventory Management, Social Networking, Time Management
Education
University of Cincinnati College of Business 2009 — 2011
Bachelors of Business Administration, Marketing
Sinclair Community College 2006 — 2009
Associates, Business Administration
Lakota East High School 2004 — 2006
High School Diploma
Ohio National Financial Services September 2014 - Present
Ohio National Financial Services May 2014 - August 2014
Valor Security Services September 2010 - May 2014
Cedar Fair Entertainment Company - Kings Island April 2004 - August 2013
Manor House October 2009 - April 2010
Skills
Customer Service, Marketing, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Team Leadership, Team Building, Leadership, Social Media, Strategic Planning, Inventory Management, Social Networking, Time Management
Education
University of Cincinnati College of Business 2009 — 2011
Bachelors of Business Administration, Marketing
Sinclair Community College 2006 — 2009
Associates, Business Administration
Lakota East High School 2004 — 2006
High School Diploma
Sethu Rao, PMP Sethu Rao, PMP's Ohio National Financial Services Experience October 2014 - Present
Job Ohio National Financial Services
Industry Information Technology and Services
Experience
Ohio National Financial Services October 2014 - Present
Syntel Inc. September 2013 - October 2014
NIIT Technologies Limited April 2010 - September 2013
NIIT Technologies April 2008 - April 2010
NIIT April 2006 - April 2008
NIIT TECHNOLOGIES Inc June 2003 - April 2006
Tata Infotech June 1998 - June 2003
Madras Engineering Industries Ltd April 1994 - October 1997
Skills
Project Management, Insurance, Kanban, Business Strategy, Manufacturing, SDLC, Vendor Management, Continuous Improvement, IT Strategy, Software Project..., Kaizen, PMP, Process Improvement, Global Delivery, Change Management, Management, Testing, Program Management, Requirements Gathering, MS Project, Project Portfolio..., Agile Methodologies, Software Documentation, Requirements Analysis, PMO, Business Analysis, Project Governance, Business Requirements, Visio, Pre-sales, Business Process, Resource Management, Project Delivery, Solution Architecture, Software Development, Integration, SQL
Education
LOMA - ACS 2006 — 2007
LOMA - ACS, Insurance Industry
University of Calicut 1989 — 1993
B. Tech, Mechanical Engineering
LOMA - ALMI
ALMI, Insurance
Ohio National Financial Services October 2014 - Present
Syntel Inc. September 2013 - October 2014
NIIT Technologies Limited April 2010 - September 2013
NIIT Technologies April 2008 - April 2010
NIIT April 2006 - April 2008
NIIT TECHNOLOGIES Inc June 2003 - April 2006
Tata Infotech June 1998 - June 2003
Madras Engineering Industries Ltd April 1994 - October 1997
Skills
Project Management, Insurance, Kanban, Business Strategy, Manufacturing, SDLC, Vendor Management, Continuous Improvement, IT Strategy, Software Project..., Kaizen, PMP, Process Improvement, Global Delivery, Change Management, Management, Testing, Program Management, Requirements Gathering, MS Project, Project Portfolio..., Agile Methodologies, Software Documentation, Requirements Analysis, PMO, Business Analysis, Project Governance, Business Requirements, Visio, Pre-sales, Business Process, Resource Management, Project Delivery, Solution Architecture, Software Development, Integration, SQL
Education
LOMA - ACS 2006 — 2007
LOMA - ACS, Insurance Industry
University of Calicut 1989 — 1993
B. Tech, Mechanical Engineering
LOMA - ALMI
ALMI, Insurance
Eric M. Jones Eric M. Jones's Ohio National Financial Services Experience March 2014 - Present
Job Regional Vice President at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services March 2014 - Present
Skills
Asset, Retirement, Series 63, 401k, Retirement Planning, ERISA, Series 7, Retirement Plan..., Financial Advisory, Qualified Retirement..., Mutual Funds, Employee Benefits, Strategic Financial..., Investment Strategies, Wealth Management, Variable Annuities, Investment Advisory, Defined Contribution, Pensions, Portfolio Management, Financial Planning
Education
University of Baltimore
Ohio National Financial Services March 2014 - Present
Skills
Asset, Retirement, Series 63, 401k, Retirement Planning, ERISA, Series 7, Retirement Plan..., Financial Advisory, Qualified Retirement..., Mutual Funds, Employee Benefits, Strategic Financial..., Investment Strategies, Wealth Management, Variable Annuities, Investment Advisory, Defined Contribution, Pensions, Portfolio Management, Financial Planning
Education
University of Baltimore
James McKnight James McKnight's Ohio National Financial Services Experience 2004 - 2005
Job Senior Vice President, National Product Manager at Ziegler
Industry Financial Services
Experience
Ziegler May 2011 - Present
SunAmerica Retirement Markets, Inc December 2005 - December 2010
Ohio National Financial Services 2004 - 2005
MetLife Investors 2002 - 2004
Transamerica Life Insurance Company June 2000 - December 2001
Merrill Lynch Life Insurance Group January 1999 - July 2000
EVEREN Securities, Inc January 1995 - January 1999
Kemper Investors Life Insurance Company January 1993 - January 1995
Skills
Retirement, New Business Development
Education
Saint Mary's University of Minnesota 1988 — 1992
Ziegler May 2011 - Present
SunAmerica Retirement Markets, Inc December 2005 - December 2010
Ohio National Financial Services 2004 - 2005
MetLife Investors 2002 - 2004
Transamerica Life Insurance Company June 2000 - December 2001
Merrill Lynch Life Insurance Group January 1999 - July 2000
EVEREN Securities, Inc January 1995 - January 1999
Kemper Investors Life Insurance Company January 1993 - January 1995
Skills
Retirement, New Business Development
Education
Saint Mary's University of Minnesota 1988 — 1992
John Rathbun John Rathbun's Ohio National Financial Services Experience December 2010 - Present
Job Regional Director at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services December 2010 - Present
NAIFA Washington June 1995 - June 2005
Skills
Fixed Annuities, Retirement Planning, Disability Insurance, Retirement, Life Insurance, Long-term Care, Term Life Insurance, Series 6
Education
Tacoma Community College 1966 — 1968
Social Science
Ohio National Financial Services December 2010 - Present
NAIFA Washington June 1995 - June 2005
Skills
Fixed Annuities, Retirement Planning, Disability Insurance, Retirement, Life Insurance, Long-term Care, Term Life Insurance, Series 6
Education
Tacoma Community College 1966 — 1968
Social Science
Bill Reynolds, CLU, ChFC, CFS, MSFS's Ohio National Financial Services Experience June 2012 - June 2015
Job Regional Vice President at National Life Group
Industry Insurance
Experience
National Life Group July 2015 - Present
Ohio National Financial Services June 2012 - June 2015
Education
University of St. Thomas
B.S., Biology
The American College
MSFS, Masters in Financial Services
National Life Group July 2015 - Present
Ohio National Financial Services June 2012 - June 2015
Education
University of St. Thomas
B.S., Biology
The American College
MSFS, Masters in Financial Services
Frank Dillon, CLU Frank Dillon, CLU's Ohio National Financial Services Experience November 2007 - August 2009
Job Developing Financial and Insurance programs for individules and small businesses
Industry Insurance
Experience
Dillon Insurance April 2015 - Present
Abington Adult School September 2000 - Present
The Prudential Insurance Company of America May 2014 - April 2015
Allstate Financial November 2010 - May 2014
Waddell & Reed Financial Services December 2009 - October 2010
Ohio National Financial Services November 2007 - August 2009
Allianz/Roster Financial March 2002 - November 2007
Lincoln Investment Planning March 1988 - January 2002
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Disability Insurance, Long-term Care, Retirement, Strategic Financial..., Insurance, Investments, Long Term Care Insurance, 529 Plans, Term Life Insurance, Employee Benefits, Financial Services, 401k, Health Insurance, Finance, Variable Annuities, Critical Illness, Pensions, Mutual Funds, Wealth Management, Asset Allocation, General Insurance, Wealth Accumulation, Universal Life, Whole Life, Investment Strategies, Personal Finance, Annuities, Long Term Care, IRA's, Annuity, Insurance Planning, Retirement Income..., Wealth Transfer, 401k Rollovers, Marketing, Small Business Needs, Risk Management, Insurance and Financial..., Financial Planning, IRAs
Education
Penn State University 1970 — 1974
BS, Science
Dillon Insurance April 2015 - Present
Abington Adult School September 2000 - Present
The Prudential Insurance Company of America May 2014 - April 2015
Allstate Financial November 2010 - May 2014
Waddell & Reed Financial Services December 2009 - October 2010
Ohio National Financial Services November 2007 - August 2009
Allianz/Roster Financial March 2002 - November 2007
Lincoln Investment Planning March 1988 - January 2002
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Disability Insurance, Long-term Care, Retirement, Strategic Financial..., Insurance, Investments, Long Term Care Insurance, 529 Plans, Term Life Insurance, Employee Benefits, Financial Services, 401k, Health Insurance, Finance, Variable Annuities, Critical Illness, Pensions, Mutual Funds, Wealth Management, Asset Allocation, General Insurance, Wealth Accumulation, Universal Life, Whole Life, Investment Strategies, Personal Finance, Annuities, Long Term Care, IRA's, Annuity, Insurance Planning, Retirement Income..., Wealth Transfer, 401k Rollovers, Marketing, Small Business Needs, Risk Management, Insurance and Financial..., Financial Planning, IRAs
Education
Penn State University 1970 — 1974
BS, Science
Burt Faberman Burt Faberman's Ohio National Financial Services Experience February 2007 - August 2011
Job Principal Faberman & Associates
Industry Insurance
Experience
Faberman Associates September 1985 - June 2015
Ohio National Financial Services February 2007 - August 2011
Faberman & Associates November 2001 - February 2007
Skills
Fixed Annuities, Life Insurance, Estate Planning, Retirement Planning, Long-term Care, Medicare Products
Education
Suffolk Law School 1966 — 1968
Suffolk University 1962 — 1966
Bachelor of Science (B.S.), Finance and Financial Management Services
Faberman Associates September 1985 - June 2015
Ohio National Financial Services February 2007 - August 2011
Faberman & Associates November 2001 - February 2007
Skills
Fixed Annuities, Life Insurance, Estate Planning, Retirement Planning, Long-term Care, Medicare Products
Education
Suffolk Law School 1966 — 1968
Suffolk University 1962 — 1966
Bachelor of Science (B.S.), Finance and Financial Management Services
Daniel Leming Daniel Leming's Ohio National Financial Services Experience May 2012 - Present
Job Senior Mutual Fund Reporting & Operations Analyst at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services May 2012 - Present
Ohio National Financial Services September 2008 - April 2012
Skills
Leadership, Mutual Funds, Management, Event Planning, Access, Accounting, Microsoft Excel, Finance, Process Improvement, Fund Accounting, Hedge Funds, Banking
Education
The Ohio State University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Ohio National Financial Services May 2012 - Present
Ohio National Financial Services September 2008 - April 2012
Skills
Leadership, Mutual Funds, Management, Event Planning, Access, Accounting, Microsoft Excel, Finance, Process Improvement, Fund Accounting, Hedge Funds, Banking
Education
The Ohio State University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Jeff Rhoades's Ohio National Financial Services Experience December 2013 - Present
Job Regional Sales Director Central Florida at Ohio National Financial Services
Industry Insurance
Experience
Ohio National Financial Services December 2013 - Present
Ash Brokerage May 2011 - November 2013
CUNA Mutual Group January 2008 - May 2011
Skills
Insurance, Retirement Planning, Fixed Annuities, Underwriting, Life Insurance, Term Life Insurance, Long-term Care, Brokers, Disability Insurance, Retirement, Universal Life, Relationship Management, Whole Life, Series 7, 401k, Series 63, Variable Annuities, Health Insurance, Series 6, Mutual Funds, Estate Planning, Financial Planners, Wealth Management
Education
Purdue University
Ohio National Financial Services December 2013 - Present
Ash Brokerage May 2011 - November 2013
CUNA Mutual Group January 2008 - May 2011
Skills
Insurance, Retirement Planning, Fixed Annuities, Underwriting, Life Insurance, Term Life Insurance, Long-term Care, Brokers, Disability Insurance, Retirement, Universal Life, Relationship Management, Whole Life, Series 7, 401k, Series 63, Variable Annuities, Health Insurance, Series 6, Mutual Funds, Estate Planning, Financial Planners, Wealth Management
Education
Purdue University
Rob Morand Rob Morand's Ohio National Financial Services Experience March 2008 - Present
Job Assistant Counsel at Ohio National Financial Services
Industry Law Practice
Experience
Ohio National Financial Services March 2008 - Present
The Western and Southern Life Insurance Company January 1985 - February 2005
Education
The Ohio State University Moritz College of Law 1972 — 1975
J.D.
University of Notre Dame 1966 — 1971
BSME (1971), BA (Engineering, 1970)
Archibishop Moeller High School 1962 — 1966
Ohio National Financial Services March 2008 - Present
The Western and Southern Life Insurance Company January 1985 - February 2005
Education
The Ohio State University Moritz College of Law 1972 — 1975
J.D.
University of Notre Dame 1966 — 1971
BSME (1971), BA (Engineering, 1970)
Archibishop Moeller High School 1962 — 1966
Kelly Stahl, CLU, FLMI's Ohio National Financial Services Experience November 2007 - October 2014
Job Vice President, Transamerica Personal Producer Network
Industry Financial Services
Experience
Transamerica October 2014 - Present
Ohio National Financial Services November 2007 - October 2014
CJA Marketing February 2005 - November 2007
Baltimore Life Insurance Company July 1998 - November 2005
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Insurance, Retirement, Disability Insurance, Term Life Insurance, Employee Benefits, Variable Annuities, Universal Life, Whole Life, Estate Planning, Sales, Marketing, FINRA, Recruiting, Small Business, Finance, Equities
Education
The American College 1995 — 1999
CLU, Chartered Life Underwriter
Transamerica October 2014 - Present
Ohio National Financial Services November 2007 - October 2014
CJA Marketing February 2005 - November 2007
Baltimore Life Insurance Company July 1998 - November 2005
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Insurance, Retirement, Disability Insurance, Term Life Insurance, Employee Benefits, Variable Annuities, Universal Life, Whole Life, Estate Planning, Sales, Marketing, FINRA, Recruiting, Small Business, Finance, Equities
Education
The American College 1995 — 1999
CLU, Chartered Life Underwriter
Carrie Zaretski Carrie Zaretski's Ohio National Financial Services Experience April 1995 - Present
Job Regional Vice President
Industry Financial Services
Experience
Ohio National Financial Services April 1995 - Present
ohio nationAL 1995 - Present
Mutual of America 1982 - 1995
Education
St. John's University, The Peter J. Tobin College of Business 1977 — 1982
BS, Marketing, Economic
Jumior High and HS
Ohio National Financial Services April 1995 - Present
ohio nationAL 1995 - Present
Mutual of America 1982 - 1995
Education
St. John's University, The Peter J. Tobin College of Business 1977 — 1982
BS, Marketing, Economic
Jumior High and HS
Scarlett Hommerbocker Scarlett Hommerbocker's Ohio National Financial Services Experience 2011 - Present
Job Independent Insurance Agent
Industry Financial Services
Experience
Self Employed- Insurance January 2013 - Present
Ohio National Financial Services 2011 - Present
Godwin Insurance Agency November 2010 - January 2013
Networking 2008 - 2013
Nautilus Financial Strategies November 2008 - December 2010
NAIFA 2009 - 2010
Women's Networking 2009 - 2010
BNI 2008 - 2010
Skills
Retirement Planning, Small Business, Insurance, Public Speaking, Disability Insurance, Training, Term Life Insurance, Real Estate, Life Insurance, Fixed Annuities, Long-term Care, Selling, Medicare, IRAs, 401k, Strategic Financial..., Customer Service, Employee Benefits, Health Insurance, Strategic Planning, Retirement, Marketing
Education
University of West Florida - College of Business 2001 — 2003
BSBA, Managment & Finance
Pensacola Junior College 1997 — 1998
Leadership Santa Rosa
Pensacola Junior College
Self Employed- Insurance January 2013 - Present
Ohio National Financial Services 2011 - Present
Godwin Insurance Agency November 2010 - January 2013
Networking 2008 - 2013
Nautilus Financial Strategies November 2008 - December 2010
NAIFA 2009 - 2010
Women's Networking 2009 - 2010
BNI 2008 - 2010
Skills
Retirement Planning, Small Business, Insurance, Public Speaking, Disability Insurance, Training, Term Life Insurance, Real Estate, Life Insurance, Fixed Annuities, Long-term Care, Selling, Medicare, IRAs, 401k, Strategic Financial..., Customer Service, Employee Benefits, Health Insurance, Strategic Planning, Retirement, Marketing
Education
University of West Florida - College of Business 2001 — 2003
BSBA, Managment & Finance
Pensacola Junior College 1997 — 1998
Leadership Santa Rosa
Pensacola Junior College
Amine Dehmani Amine Dehmani's Ohio National Financial Services Experience December 2014 - Present
Job Java Developer at Ohio National Financial Services
Industry Computer Software
Experience
Ohio National Financial Services December 2014 - Present
Sinclair Community College August 2014 - Present
Sinclair Community College February 2012 - December 2014
Sinclair Community College May 2010 - April 2012
Sinclair Community College May 2010 - September 2010
Abercrombie & Fitch April 2008 - September 2010
Zigzag Gallery Project January 2009 - June 2009
WebI March 2008 - September 2008
Skills
Problem Solving, Web Development, Dreamweaver, Photoshop, PHP, XML, Flash Professional, JavaScript, Software Development, Flash Builder, Windows 7, Mac OS X, HTML 5, CSS3, People Skills, Java, Eclipse, J2EE Application..., MySQL, Oracle SQL, Access, Tomcat, Microsoft Expression, Visual Studio, ASP.NET, C++, Microsoft Office, Aptana, Sales Organizations, Online Advertising, XAMPP, WAMP, MAMP, HTML5, jQuery UI, Windows & Mac operating..., Linux, CSS, Web Design, Databases, ActionScript, AJAX, OS X, Mobile Applications, Flex, jQuery, User Interface Design, Android, OOP, Flash
Education
Park University 2012 — 2013
Bachelor of Science in Information and Computer Science, Computer Software Engineering
Sinclair Community College 2011 — 2012
Certificate - Java Track, Computer Information Systems
Sinclair Community College 2011 — 2012
Certificate - Visual Basic Track, Computer Information Systems
Sinclair Community College 2010 — 2011
Associate of Applied Science - Web Development, Computer and Information Systems
Sinclair Community College 2008 — 2011
Associate of Applied Science - Software Development, Computer and Information Systems
Ohio National Financial Services December 2014 - Present
Sinclair Community College August 2014 - Present
Sinclair Community College February 2012 - December 2014
Sinclair Community College May 2010 - April 2012
Sinclair Community College May 2010 - September 2010
Abercrombie & Fitch April 2008 - September 2010
Zigzag Gallery Project January 2009 - June 2009
WebI March 2008 - September 2008
Skills
Problem Solving, Web Development, Dreamweaver, Photoshop, PHP, XML, Flash Professional, JavaScript, Software Development, Flash Builder, Windows 7, Mac OS X, HTML 5, CSS3, People Skills, Java, Eclipse, J2EE Application..., MySQL, Oracle SQL, Access, Tomcat, Microsoft Expression, Visual Studio, ASP.NET, C++, Microsoft Office, Aptana, Sales Organizations, Online Advertising, XAMPP, WAMP, MAMP, HTML5, jQuery UI, Windows & Mac operating..., Linux, CSS, Web Design, Databases, ActionScript, AJAX, OS X, Mobile Applications, Flex, jQuery, User Interface Design, Android, OOP, Flash
Education
Park University 2012 — 2013
Bachelor of Science in Information and Computer Science, Computer Software Engineering
Sinclair Community College 2011 — 2012
Certificate - Java Track, Computer Information Systems
Sinclair Community College 2011 — 2012
Certificate - Visual Basic Track, Computer Information Systems
Sinclair Community College 2010 — 2011
Associate of Applied Science - Web Development, Computer and Information Systems
Sinclair Community College 2008 — 2011
Associate of Applied Science - Software Development, Computer and Information Systems
Brent Carroll, ASA, MAAA's Ohio National Financial Services Experience December 2011 - Present
Job Annuity Product Development at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services December 2011 - Present
Fort Washington Investment Advisors May 2008 - December 2011
Deutsche Bank August 2006 - May 2008
Skills
Financial Risk, Analytics, Actuarial Science, Investment Strategies, Strategic Financial..., Variable Annuities, Hedge Funds, Life Insurance, Retirement, Fixed Annuities, Bloomberg, Investments, Financial Modeling, Fixed Income, Asset Allocation, Business Analysis, Microsoft Excel, Valuation, Securities, Financial Analysis, Analysis, Finance, Portfolio Management, Risk Management
Education
Rice University 2002 — 2006
Electrical Engineering, Managerial Studies
Rice University 2002 — 2006
Bachelor's degree, Electrical Engineering
Ohio National Financial Services December 2011 - Present
Fort Washington Investment Advisors May 2008 - December 2011
Deutsche Bank August 2006 - May 2008
Skills
Financial Risk, Analytics, Actuarial Science, Investment Strategies, Strategic Financial..., Variable Annuities, Hedge Funds, Life Insurance, Retirement, Fixed Annuities, Bloomberg, Investments, Financial Modeling, Fixed Income, Asset Allocation, Business Analysis, Microsoft Excel, Valuation, Securities, Financial Analysis, Analysis, Finance, Portfolio Management, Risk Management
Education
Rice University 2002 — 2006
Electrical Engineering, Managerial Studies
Rice University 2002 — 2006
Bachelor's degree, Electrical Engineering
Alex Zelenov Alex Zelenov's Ohio National Financial Services Experience January 2004 - April 2012
Job Software Developer at SigmaTEK Systems, LLC
Industry Computer Software
Experience
SigmaTEK Systems, LLC June 2014 - Present
Training Technologies, Inc. April 2012 - May 2014
Ohio National Financial Services January 2004 - April 2012
K&H Tools July 1996 - November 2003
Skills
Delphi 7 - XE3, Visual Studio, Install Shield, MS Office, Applied Probability, Statistics, Actuarial Mathematics, Analysis, InstallShield, Microsoft SQL Server, Databases, Microsoft Office, SQL, Access, Crystal Reports, Embarcadero RAD Studio, Database Design, WCF, Visio, ASP.NET, Process Improvement
Education
Roosevelt University 2002 — 2003
Master of Science (M.S.), Mathematics and Actuarial Science
Kharkov Politech University, Ukraine 1980 — 1986
Bachelor of Science (B.S.), Mechanical Engineering
SigmaTEK Systems, LLC June 2014 - Present
Training Technologies, Inc. April 2012 - May 2014
Ohio National Financial Services January 2004 - April 2012
K&H Tools July 1996 - November 2003
Skills
Delphi 7 - XE3, Visual Studio, Install Shield, MS Office, Applied Probability, Statistics, Actuarial Mathematics, Analysis, InstallShield, Microsoft SQL Server, Databases, Microsoft Office, SQL, Access, Crystal Reports, Embarcadero RAD Studio, Database Design, WCF, Visio, ASP.NET, Process Improvement
Education
Roosevelt University 2002 — 2003
Master of Science (M.S.), Mathematics and Actuarial Science
Kharkov Politech University, Ukraine 1980 — 1986
Bachelor of Science (B.S.), Mechanical Engineering
Russell Larson Russell Larson's Ohio National Financial Services Experience August 2013 - Present
Job Senior Actuarial Analyst Ohio National
Industry Financial Services
Experience
Ohio National Financial Services August 2013 - Present
Mathnasium - The Math Learning Center January 2013 - October 2013
Macy's October 2012 - January 2013
Skills
Geometry, SAS, Program Management, R, Algebra, Numerical Analysis, Statistics
Education
SUNY Geneseo 2008 — 2012
Bachelor of Arts (B.A.), Mathematics
Ohio National Financial Services August 2013 - Present
Mathnasium - The Math Learning Center January 2013 - October 2013
Macy's October 2012 - January 2013
Skills
Geometry, SAS, Program Management, R, Algebra, Numerical Analysis, Statistics
Education
SUNY Geneseo 2008 — 2012
Bachelor of Arts (B.A.), Mathematics
Ann Weisman CLTC Ann Weisman CLTC's Ohio National Financial Services Experience June 2014 - Present
Job Licensed Insurance Agent at Brightstar Insurance Services, Inc.
Industry Insurance
Experience
Brightstar Insurance Services, Inc. December 2014 - Present
Ohio National Financial Services June 2014 - Present
Insphere Insurance Solutions February 2013 - Present
Ohio National Financial Services 2013 - 2014
Secure Horizons/United Health Care April 2008 - February 2013
Skills
Medicare, Insurance, Medicare Part D, Provider Relations, Healthcare, Health Insurance, Employee Benefits, Medicaid, Call Center, Strategic Planning, Fixed Annuities, Customer Retention, Claim, Managed Care, Market Planning, Disability Insurance, Long-term Care, Term Life Insurance, Health Savings Accounts, Whole Life, Long Term Care Insurance, Critical Illness, Brokers, Life Insurance, Universal Life, Retirement, HMO, PPO, Licensed Life, Health Policy, Medicare Prescription..., Health Care Reform, Medicaid Managed Care, Network Development, COBRA, Individual Health..., Workers Compensation, Licensed Life & Health..., Training, Underwriting, Commercial Insurance, IRAs, Homeowners, Umbrella Insurance, Indexed Annuities, Accident, Property & Casualty..., Retirement Planning, General Insurance, Casualty
Education
Saint Louis University 1976 — 1979
M.S.W, Social Work
Univerity of Missouri Columbia 1974 — 1977
Master’s Degree, Masters of Social Work
Brightstar Insurance Services, Inc. December 2014 - Present
Ohio National Financial Services June 2014 - Present
Insphere Insurance Solutions February 2013 - Present
Ohio National Financial Services 2013 - 2014
Secure Horizons/United Health Care April 2008 - February 2013
Skills
Medicare, Insurance, Medicare Part D, Provider Relations, Healthcare, Health Insurance, Employee Benefits, Medicaid, Call Center, Strategic Planning, Fixed Annuities, Customer Retention, Claim, Managed Care, Market Planning, Disability Insurance, Long-term Care, Term Life Insurance, Health Savings Accounts, Whole Life, Long Term Care Insurance, Critical Illness, Brokers, Life Insurance, Universal Life, Retirement, HMO, PPO, Licensed Life, Health Policy, Medicare Prescription..., Health Care Reform, Medicaid Managed Care, Network Development, COBRA, Individual Health..., Workers Compensation, Licensed Life & Health..., Training, Underwriting, Commercial Insurance, IRAs, Homeowners, Umbrella Insurance, Indexed Annuities, Accident, Property & Casualty..., Retirement Planning, General Insurance, Casualty
Education
Saint Louis University 1976 — 1979
M.S.W, Social Work
Univerity of Missouri Columbia 1974 — 1977
Master’s Degree, Masters of Social Work
Emily Bae Emily Bae's Ohio National Financial Services Experience April 2013 - Present
Job Attorney at Ohio National Financial Services
Industry Law Practice
Experience
Ohio National Financial Services April 2013 - Present
The Goodyear Tire & Rubber Company January 2012 - April 2013
Grange Insurance June 2010 - December 2010
Fisher Professional Services January 2010 - June 2010
Circuit Court of Cook County May 2009 - September 2009
Chester, Willcox & Saxbe, LLP January 2009 - May 2009
Bae, Kim, Lee June 2008 - July 2008
The National Bureau of Asian Research December 2005 - August 2007
Skills
Legal Research, Litigation, Strategic Planning, Legal Writing, Research, Project Management, Corporate Law, Mergers, Intellectual Property, Business Strategy, Corporate Finance, Financial Analysis, Analysis, Microsoft Office, Transactional Law, Contract Negotiation, Franchising, Korean, Mergers & Acquisitions, Finance, Policy, Negotiation, Corporate Governance, Strategy, Business Development, Competition Law, Privacy Law, Due Diligence, Courts, Commercial Litigation, Cross-functional Team..., Licensing, Employment Law
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2011
MBA, Finance, General
The Ohio State University 2007 — 2011
JD/MBA, Law, Finance
The Ohio State University Moritz College of Law 2007 — 2011
JD
University of Washington 2003 — 2007
B.A., Economics, Political Science
Ohio National Financial Services April 2013 - Present
The Goodyear Tire & Rubber Company January 2012 - April 2013
Grange Insurance June 2010 - December 2010
Fisher Professional Services January 2010 - June 2010
Circuit Court of Cook County May 2009 - September 2009
Chester, Willcox & Saxbe, LLP January 2009 - May 2009
Bae, Kim, Lee June 2008 - July 2008
The National Bureau of Asian Research December 2005 - August 2007
Skills
Legal Research, Litigation, Strategic Planning, Legal Writing, Research, Project Management, Corporate Law, Mergers, Intellectual Property, Business Strategy, Corporate Finance, Financial Analysis, Analysis, Microsoft Office, Transactional Law, Contract Negotiation, Franchising, Korean, Mergers & Acquisitions, Finance, Policy, Negotiation, Corporate Governance, Strategy, Business Development, Competition Law, Privacy Law, Due Diligence, Courts, Commercial Litigation, Cross-functional Team..., Licensing, Employment Law
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2011
MBA, Finance, General
The Ohio State University 2007 — 2011
JD/MBA, Law, Finance
The Ohio State University Moritz College of Law 2007 — 2011
JD
University of Washington 2003 — 2007
B.A., Economics, Political Science
Tom Veevers Tom Veevers's Ohio National Financial Services Experience November 2001 - Present
Job Senior Regional Vice President at Ohio National Financial Services
Industry Insurance
Experience
Ohio National Financial Services November 2001 - Present
Ohio National Financial Services 2010 - 2012
Ohio National Financial Services 2001 - 2012
Ohio National Financial Services 2001 - 2012
Rotary International 2004 - 2005
Skills
Life Insurance, Team Building, Retirement Planning, Fixed Annuities, Leadership, Insurance, IRAs, Event Planning, Wealth Management, Strategic Financial..., Estate Planning, Training, Investments, Fundraising, Event Management, Mutual Funds, Retirement, Term Life Insurance, Public Speaking, Small Business, Disability Insurance, Strategic Planning, Property & Casualty..., Leadership Development, Series 6, 401k, Underwriting, Whole Life, Variable Annuities, Universal Life, Series 63, Securities, Roth IRA, Financial Planning
Education
Rutgers University – Camden
BA, Business Management
Ohio National Financial Services November 2001 - Present
Ohio National Financial Services 2010 - 2012
Ohio National Financial Services 2001 - 2012
Ohio National Financial Services 2001 - 2012
Rotary International 2004 - 2005
Skills
Life Insurance, Team Building, Retirement Planning, Fixed Annuities, Leadership, Insurance, IRAs, Event Planning, Wealth Management, Strategic Financial..., Estate Planning, Training, Investments, Fundraising, Event Management, Mutual Funds, Retirement, Term Life Insurance, Public Speaking, Small Business, Disability Insurance, Strategic Planning, Property & Casualty..., Leadership Development, Series 6, 401k, Underwriting, Whole Life, Variable Annuities, Universal Life, Series 63, Securities, Roth IRA, Financial Planning
Education
Rutgers University – Camden
BA, Business Management
Brendan Glynn Brendan Glynn's Ohio National Financial Services Experience September 2010 - Present
Job Regional Vice President at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services September 2010 - Present
Pioneer Investments September 2007 - December 2009
GUARDIAN INVESTOR SERVICES December 2005 - September 2007
GUARDIAN INVESTOR SERVICES February 2004 - December 2005
Northwestern Mutual January 2003 - February 2004
RBC DAIN RAUSCHER September 2001 - January 2003
UBS PAINEWEBBER January 1999 - January 2002
Skills
Mutual Funds, Investments, Fixed Annuities, Sales, Relationship Management, Retirement, Financial Services, Leadership, Insurance, CRM, Asset Allocation, Financial Advisory, 401k, Variable Annuities, Series 63
Education
Providence College 1995 — 1999
B.S, Business Administration
Toll Gate High School 1990 — 1994
Ohio National Financial Services September 2010 - Present
Pioneer Investments September 2007 - December 2009
GUARDIAN INVESTOR SERVICES December 2005 - September 2007
GUARDIAN INVESTOR SERVICES February 2004 - December 2005
Northwestern Mutual January 2003 - February 2004
RBC DAIN RAUSCHER September 2001 - January 2003
UBS PAINEWEBBER January 1999 - January 2002
Skills
Mutual Funds, Investments, Fixed Annuities, Sales, Relationship Management, Retirement, Financial Services, Leadership, Insurance, CRM, Asset Allocation, Financial Advisory, 401k, Variable Annuities, Series 63
Education
Providence College 1995 — 1999
B.S, Business Administration
Toll Gate High School 1990 — 1994
Jeff Nilsen Jeff Nilsen's Ohio National Financial Services Experience March 2014 - Present
Job Reinsurance Analyst Financial Reporting at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services March 2014 - Present
Ohio National Financial Services October 2012 - March 2014
Total Quality Logistics April 2012 - October 2012
Skills
Finance, Financial Reporting, Financial Analysis, Risk Management, Life Insurance, Financial Modeling
Education
The Ohio State University 2008 — 2012
BSBA, Finance
Ohio National Financial Services March 2014 - Present
Ohio National Financial Services October 2012 - March 2014
Total Quality Logistics April 2012 - October 2012
Skills
Finance, Financial Reporting, Financial Analysis, Risk Management, Life Insurance, Financial Modeling
Education
The Ohio State University 2008 — 2012
BSBA, Finance
Natalie Tonne Natalie Tonne's Ohio National Financial Services Experience August 2010 - August 2011
Job Business Analyst at Great American Insurance
Industry Financial Services
Experience
Great American Insurance August 2015 - Present
Build Realty October 2014 - August 2015
Fifth Third Bank May 2012 - May 2014
Ohio National Financial Services August 2010 - August 2011
Procter & Gamble September 2007 - June 2010
Skills
Mortgage Lending, Loans, Mortgage Banking, Refinance, FHA, Banking, Residential Mortgages, VA loans, Substance Abuse..., Mathematics, Life Insurance, Microsoft Office, Microsoft Excel, Billing Systems, Administrative..., Office Administration, Academic Tutoring, Mental Health Counseling, Management, Sales, Customer Service
Education
Thomas More College 2015 — 2016
Bachelor of Business Administration (BBA)
University of Cincinnati 2011 — 2013
Bachelor of Business Administration (BBA) (Transferred to Thomas More College), Business / Finance, 4.0
Great American Insurance August 2015 - Present
Build Realty October 2014 - August 2015
Fifth Third Bank May 2012 - May 2014
Ohio National Financial Services August 2010 - August 2011
Procter & Gamble September 2007 - June 2010
Skills
Mortgage Lending, Loans, Mortgage Banking, Refinance, FHA, Banking, Residential Mortgages, VA loans, Substance Abuse..., Mathematics, Life Insurance, Microsoft Office, Microsoft Excel, Billing Systems, Administrative..., Office Administration, Academic Tutoring, Mental Health Counseling, Management, Sales, Customer Service
Education
Thomas More College 2015 — 2016
Bachelor of Business Administration (BBA)
University of Cincinnati 2011 — 2013
Bachelor of Business Administration (BBA) (Transferred to Thomas More College), Business / Finance, 4.0
Brett Little, MBA, DIF, DIA Brett Little, MBA, DIF, DIA's Ohio National Financial Services Experience August 2015 - Present
Job Assistant Director, Disability Income Strategic Business Unit at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services August 2015 - Present
Ohio National Financial Services October 2013 - August 2015
Ohio National Financial Services February 2013 - October 2013
Ohio National Financial Services June 2009 - February 2013
Ohio National Financial Services June 2006 - June 2009
Ohio National Financial Services June 2004 - June 2006
Ohio National Financial Services January 2002 - June 2004
Skills
Annuities, Insurance, Disability Insurance, Retirement, 401k, Marketing Communications, Social Media, Strategic Communications, Public Speaking, Financial Advisory
Education
University of Cincinnati College of Business 2011 — 2012
Master of Business Administration (M.B.A.)
The Ohio State University - The Max M. Fisher College of Business 1996 — 2001
BSBA, Marketing, Transportation/Logistics
Ohio National Financial Services August 2015 - Present
Ohio National Financial Services October 2013 - August 2015
Ohio National Financial Services February 2013 - October 2013
Ohio National Financial Services June 2009 - February 2013
Ohio National Financial Services June 2006 - June 2009
Ohio National Financial Services June 2004 - June 2006
Ohio National Financial Services January 2002 - June 2004
Skills
Annuities, Insurance, Disability Insurance, Retirement, 401k, Marketing Communications, Social Media, Strategic Communications, Public Speaking, Financial Advisory
Education
University of Cincinnati College of Business 2011 — 2012
Master of Business Administration (M.B.A.)
The Ohio State University - The Max M. Fisher College of Business 1996 — 2001
BSBA, Marketing, Transportation/Logistics
Scott Nussbaum CLU®, ChFC® Scott Nussbaum CLU®, ChFC®'s Ohio National Financial Services Experience February 2007 - July 2008
Job Financial Advisor
Industry Financial Services
Experience
Hummel Group July 2008 - Present
Ohio National Financial Services February 2007 - July 2008
Education
The American College 2009 — 2011
Chartered Financial Consultant (ChFC®), Financial Services
The American College 2009 — 2011
Chartered Life Underwriter (CLU®), Insurance
The University of Akron 1999 — 2004
Bachelor of Science, Sales Management and Marketing
Hummel Group July 2008 - Present
Ohio National Financial Services February 2007 - July 2008
Education
The American College 2009 — 2011
Chartered Financial Consultant (ChFC®), Financial Services
The American College 2009 — 2011
Chartered Life Underwriter (CLU®), Insurance
The University of Akron 1999 — 2004
Bachelor of Science, Sales Management and Marketing
Mark Gunn, CLU Mark Gunn, CLU's Ohio National Financial Services Experience April 2015 - Present
Job Regional Sales Director, Ohio National Financial Services, Life Insurance Brokerage
Industry Financial Services
Experience
Ohio National Financial Services April 2015 - Present
John Hancock Life Insurance Company (U.S.A.) July 2012 - March 2015
Mass Mutual March 2011 - July 2012
Saybrus Partners/ The PHOENIX Companies 2010 - 2011
Highland Capital Brokerage 2009 - 2010
First Legacy Partners, LLC 2009 - 2009
The PHOENIX Companies 2006 - 2009
Mass Mutual/S.E. Financial Group 2004 - 2006
New England Financial-Pittman Financial Partners 1996 - 2004
New York Life Insurance Company March 1988 - August 1996
Skills
Retirement, Insurance, Securities, Employee Benefits, Annuity, Long Term Care, Mutual Funds, Wealth Management, Estate Planning, Life Insurance, Fixed Annuities, Finance, Series 63, Term Life Insurance, Underwriting, Asset Allocation, Long-term Care, Financial Advisory, Retirement Planning, Brokers, Series 6, Disability Insurance, 401k, Investments, Financial Planners, Series 7, Strategic Financial..., IRAs, Alternative Investments, Financial Services, Investment Advisory, Long Term Care Insurance, Financial Planning
Education
The American College 1990 — 1996
CLU, Insurance
University of Mississippi 1980 — 1984
B.A., Major:English; Minor: Business/Pol.Sci
Ohio National Financial Services April 2015 - Present
John Hancock Life Insurance Company (U.S.A.) July 2012 - March 2015
Mass Mutual March 2011 - July 2012
Saybrus Partners/ The PHOENIX Companies 2010 - 2011
Highland Capital Brokerage 2009 - 2010
First Legacy Partners, LLC 2009 - 2009
The PHOENIX Companies 2006 - 2009
Mass Mutual/S.E. Financial Group 2004 - 2006
New England Financial-Pittman Financial Partners 1996 - 2004
New York Life Insurance Company March 1988 - August 1996
Skills
Retirement, Insurance, Securities, Employee Benefits, Annuity, Long Term Care, Mutual Funds, Wealth Management, Estate Planning, Life Insurance, Fixed Annuities, Finance, Series 63, Term Life Insurance, Underwriting, Asset Allocation, Long-term Care, Financial Advisory, Retirement Planning, Brokers, Series 6, Disability Insurance, 401k, Investments, Financial Planners, Series 7, Strategic Financial..., IRAs, Alternative Investments, Financial Services, Investment Advisory, Long Term Care Insurance, Financial Planning
Education
The American College 1990 — 1996
CLU, Insurance
University of Mississippi 1980 — 1984
B.A., Major:English; Minor: Business/Pol.Sci
Alexis Byrd Alexis Byrd's Ohio National Financial Services Experience August 2015 - Present
Job Legal Assistant
Industry Legal Services
Experience
Ohio National Financial Services August 2015 - Present
City of Cincinnati June 2015 - August 2015
Summer Work Experience in Law (SWEL) June 2013 - August 2015
Cincinnati Junior Rowing Club December 2011 - June 2015
University of Cincinnati Africana Health Research Lab January 2014 - May 2015
University of Cincinnati January 2014 - May 2015
UC Institute for Policy Research August 2013 - October 2014
Legal Aid Society of Greater Cincinnati June 2013 - August 2013
Skills
Qualitative Research, Communication, Leadership, Policy Analysis, Data Analysis, Microsoft Office, Public Speaking, Social Media, PowerPoint, Research, Event Planning, Microsoft Excel, Teamwork
Education
University of Cincinnati 2011 — 2015
Bachelor of Arts (B.A.), Political Science, International Affairs
Université de Caen Basse Normandie 2014 — 2014
French, French Language and Literature
Ursuline Academy
Ohio National Financial Services August 2015 - Present
City of Cincinnati June 2015 - August 2015
Summer Work Experience in Law (SWEL) June 2013 - August 2015
Cincinnati Junior Rowing Club December 2011 - June 2015
University of Cincinnati Africana Health Research Lab January 2014 - May 2015
University of Cincinnati January 2014 - May 2015
UC Institute for Policy Research August 2013 - October 2014
Legal Aid Society of Greater Cincinnati June 2013 - August 2013
Skills
Qualitative Research, Communication, Leadership, Policy Analysis, Data Analysis, Microsoft Office, Public Speaking, Social Media, PowerPoint, Research, Event Planning, Microsoft Excel, Teamwork
Education
University of Cincinnati 2011 — 2015
Bachelor of Arts (B.A.), Political Science, International Affairs
Université de Caen Basse Normandie 2014 — 2014
French, French Language and Literature
Ursuline Academy
Tori OLeary Tori OLeary's Ohio National Financial Services Experience August 2009 - April 2012
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Great American Insurance April 2012 - January 2013
Ohio National Financial Services August 2009 - April 2012
Fidelity Investments March 2008 - August 2009
Skills
FINRA Series 6, 401k
Education
Regis University 1988 — 1992
BS Business, Business & Accounting
Fidelity Investments January 2013 - Present
Great American Insurance April 2012 - January 2013
Ohio National Financial Services August 2009 - April 2012
Fidelity Investments March 2008 - August 2009
Skills
FINRA Series 6, 401k
Education
Regis University 1988 — 1992
BS Business, Business & Accounting
Courtney Bell's Ohio National Financial Services Experience September 2014 - Present
Job Recruiter at Ohio National Financial Services
Industry Insurance
Experience
Ohio National Financial Services September 2014 - Present
Rainmaker Resources, LLC June 2013 - September 2014
Vantiv January 2012 - June 2013
Arlitt Child and Family Resources and Education Center September 2009 - January 2012
Skills
Recruiting, Project Management, Consulting, Training, Management, Contract Recruitment, Temporary Placement, Networking, Executive Search, Cold Calling, Leadership, Human Resources, Technical Recruiting, Applicant Tracking..., Talent Acquisition, Onboarding, Sourcing, CRM, Account Management, College Recruiting, Team Building, Sales, Resume Writing, Employee Relations, Deferred Compensation, Social Networking, Social Media, Social Media Marketing
Education
University of Cincinnati 2008 — 2012
Bachelor of Arts (B.A.), Human and Economic Geography
Ohio National Financial Services September 2014 - Present
Rainmaker Resources, LLC June 2013 - September 2014
Vantiv January 2012 - June 2013
Arlitt Child and Family Resources and Education Center September 2009 - January 2012
Skills
Recruiting, Project Management, Consulting, Training, Management, Contract Recruitment, Temporary Placement, Networking, Executive Search, Cold Calling, Leadership, Human Resources, Technical Recruiting, Applicant Tracking..., Talent Acquisition, Onboarding, Sourcing, CRM, Account Management, College Recruiting, Team Building, Sales, Resume Writing, Employee Relations, Deferred Compensation, Social Networking, Social Media, Social Media Marketing
Education
University of Cincinnati 2008 — 2012
Bachelor of Arts (B.A.), Human and Economic Geography
Douglas J. Hajjar Douglas J. Hajjar's Ohio National Financial Services Experience November 2013 - Present
Job Regional Vice President, Group Retirement Plans at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services November 2013 - Present
MFS Investment Management February 2012 - August 2013
Spence, Cassidy & Associates January 2012 - February 2012
First Mercantile Trust/ Mass Mutual April 2010 - December 2011
Hartford (MFS/ Sun Life Retirement sold to the Hartford in 5/08) May 2008 - March 2010
MFS Investment Management/Sun Life Retirement Services November 2005 - May 2008
MFS Investment Management July 1986 - October 2005
Skills
401k, Insurance, Sales, Investments, Retirement, Mutual Funds, Financial Services, Series 63, Series 6, Defined Contribution, Relationship Management, Qualified Retirement..., FINRA, Pensions, Retirement Plan..., Defined Benefit, Securities, Fixed Annuities, Retirement Planning, Profit Sharing, Retirement Savings, ERISA
Education
Springfield College 1982 — 1986
Bachelor of Science- Business Management, Business, Management, Marketing, and Related Support Services
Ohio National Financial Services November 2013 - Present
MFS Investment Management February 2012 - August 2013
Spence, Cassidy & Associates January 2012 - February 2012
First Mercantile Trust/ Mass Mutual April 2010 - December 2011
Hartford (MFS/ Sun Life Retirement sold to the Hartford in 5/08) May 2008 - March 2010
MFS Investment Management/Sun Life Retirement Services November 2005 - May 2008
MFS Investment Management July 1986 - October 2005
Skills
401k, Insurance, Sales, Investments, Retirement, Mutual Funds, Financial Services, Series 63, Series 6, Defined Contribution, Relationship Management, Qualified Retirement..., FINRA, Pensions, Retirement Plan..., Defined Benefit, Securities, Fixed Annuities, Retirement Planning, Profit Sharing, Retirement Savings, ERISA
Education
Springfield College 1982 — 1986
Bachelor of Science- Business Management, Business, Management, Marketing, and Related Support Services
Mike Tragesser Mike Tragesser's Ohio National Financial Services Experience March 2005 - April 2008
Job Chief Compliance Officer at Horan Securities, Inc.
Industry Financial Services
Experience
Horan Securities, Inc. October 2011 - Present
W&S Financial Services April 2008 - October 2011
Ohio National Financial Services March 2005 - April 2008
Fidelity Investments August 1999 - March 2005
Skills
Investment Advisor..., Broker-Dealer Compliance, FINRA, SEC Compliance, Broker-Dealer Operations, Uniform Combined State..., Investment Advisory..., Investments, Series 63, Series 7, Series 53, Securities, Retirement, 401k
Education
The Ohio State University Fisher College of Business 1994 — 1999
BA, Economics
Horan Securities, Inc. October 2011 - Present
W&S Financial Services April 2008 - October 2011
Ohio National Financial Services March 2005 - April 2008
Fidelity Investments August 1999 - March 2005
Skills
Investment Advisor..., Broker-Dealer Compliance, FINRA, SEC Compliance, Broker-Dealer Operations, Uniform Combined State..., Investment Advisory..., Investments, Series 63, Series 7, Series 53, Securities, Retirement, 401k
Education
The Ohio State University Fisher College of Business 1994 — 1999
BA, Economics
Catherine Singler Catherine Singler's Ohio National Financial Services Experience June 2011 - December 2013
Job Visual Merchandiser for TJX companies
Industry Apparel & Fashion
Experience
The TJX Companies, Inc. January 2015 - Present
New Albany Country Club January 2012 - December 2014
Cincinnati Children's Hospital Medical Center June 2014 - August 2014
Ohio National Financial Services June 2011 - December 2013
Abercrombie & Fitch January 2010 - June 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Internet, Photoshop, Dreamweaver, Fashion, Leadership
Education
The Ohio State University 2009 — 2014
Bachelor of Arts (BA), Communication Technology, senior
The Ohio State University 2009 — 2014
Associate of Arts and Sciences (AAS), Fashion Merchandising
Colerain High School 2005 — 2009
The TJX Companies, Inc. January 2015 - Present
New Albany Country Club January 2012 - December 2014
Cincinnati Children's Hospital Medical Center June 2014 - August 2014
Ohio National Financial Services June 2011 - December 2013
Abercrombie & Fitch January 2010 - June 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Internet, Photoshop, Dreamweaver, Fashion, Leadership
Education
The Ohio State University 2009 — 2014
Bachelor of Arts (BA), Communication Technology, senior
The Ohio State University 2009 — 2014
Associate of Arts and Sciences (AAS), Fashion Merchandising
Colerain High School 2005 — 2009
Bradley Seelig Bradley Seelig's Ohio National Financial Services Experience June 2009 - September 2010
Job Application Developer at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2011 - Present
The Ohio State University January 2010 - May 2011
Ohio National Financial Services June 2009 - September 2010
Kodak Versamark June 2008 - September 2008
Skills
SAP, Programming, Software Configuration..., Software Development
Education
The Ohio State University 2007 — 2011
Bachelor's degree, Computer Science Engineering
JPMorgan Chase July 2011 - Present
The Ohio State University January 2010 - May 2011
Ohio National Financial Services June 2009 - September 2010
Kodak Versamark June 2008 - September 2008
Skills
SAP, Programming, Software Configuration..., Software Development
Education
The Ohio State University 2007 — 2011
Bachelor's degree, Computer Science Engineering
Alex Stultz's Ohio National Financial Services Experience December 2014 - Present
Job Director, Reinsurance Administration and DI Claims at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services December 2014 - Present
Ohio National Financial Services June 2014 - December 2014
Ohio National Financial Services November 2012 - June 2014
Ohio National Financial Services July 2010 - November 2012
Ohio National Financial Services September 2008 - July 2010
Skills
Fixed Annuities, Disability Insurance, Life Insurance, Analysis, Finance, Claim, Reinsurance, Mutual Funds, Strategic Financial..., Retirement Planning, Leadership, Insurance, Pensions, Employee Benefits, Retirement
Education
University of Cincinnati College of Business 2014 — 2015
Master of Business Administration (MBA)
The Ohio State University 2005 — 2008
B.A., Economics
Ohio National Financial Services December 2014 - Present
Ohio National Financial Services June 2014 - December 2014
Ohio National Financial Services November 2012 - June 2014
Ohio National Financial Services July 2010 - November 2012
Ohio National Financial Services September 2008 - July 2010
Skills
Fixed Annuities, Disability Insurance, Life Insurance, Analysis, Finance, Claim, Reinsurance, Mutual Funds, Strategic Financial..., Retirement Planning, Leadership, Insurance, Pensions, Employee Benefits, Retirement
Education
University of Cincinnati College of Business 2014 — 2015
Master of Business Administration (MBA)
The Ohio State University 2005 — 2008
B.A., Economics
Deborah Miner's Ohio National Financial Services Experience May 2010 - April 2012
Job Advanced Markets Consultant and Professional Writer/Editor
Industry Financial Services
Experience
Miner Markets Consulting March 2012 - Present
Ohio National Financial Services May 2010 - April 2012
The National Underwriter Company September 2000 - April 2010
Skills
Employee Benefits, Retirement, Fixed Annuities, Retirement Planning, Wealth Management, Long-term Care, ERISA, 401k, Estate Planning, Insurance, Technical Writing, Tax, Life Insurance, Strategic Financial..., Financial Planners, Mutual Funds, Financial Advisory, Disability Insurance, IRAs, Wealth, Financial Planning
Education
The Ohio State University
Bachelor of Arts, Major in History/Minor in English
The Ohio State University Moritz College of Law
Juris Doctor
Miner Markets Consulting March 2012 - Present
Ohio National Financial Services May 2010 - April 2012
The National Underwriter Company September 2000 - April 2010
Skills
Employee Benefits, Retirement, Fixed Annuities, Retirement Planning, Wealth Management, Long-term Care, ERISA, 401k, Estate Planning, Insurance, Technical Writing, Tax, Life Insurance, Strategic Financial..., Financial Planners, Mutual Funds, Financial Advisory, Disability Insurance, IRAs, Wealth, Financial Planning
Education
The Ohio State University
Bachelor of Arts, Major in History/Minor in English
The Ohio State University Moritz College of Law
Juris Doctor
Bob Scofield Bob Scofield's Ohio National Financial Services Experience October 2014 - Present
Job On Point Financial Services
Industry Insurance
Experience
On-Point Financial Services/NEOhio Restaurant & Business Consultant November 2014 - Present
Ohio National Financial Services October 2014 - Present
Fransource International July 2011 - Present
The 356th Fighter Group Restaurant & Commanders Catering September 1990 - February 2014
Specialty Restaurant Corporation June 1989 - September 1990
Fitzpatricks Seafood Restaurant March 1989 - March 1990
Specialty Restaurant Corporation November 1987 - March 1989
Marriott International November 1986 - November 1987
Sea Galley October 1985 - October 1986
Carlson Restaurants / TGI Fridays October 1983 - October 1985
Skills
Restaurants, Catering, Food, Marketing Strategy, Sales Management, Menu Development, Customer Service, Budgets, Marketing, Inventory Management, Advertising, Food Service, Entrepreneurship, Leadership, Management, Event Planning, Customer Satisfaction, Account Management, Fundraising, Marketing Communications, Event Management, Public Relations, Public Speaking, Banquets, Hospitality, Strategic Planning, Training, Social Networking, Team Building, Time Management, Sales, Retail, Social Media Marketing, Coaching, Small Business, Social Media, New Business Development, Negotiation, Food & Beverage, Operations Management, Trade Shows, Purchasing, Business Planning, Income Statement, Restaurant Management, Weddings, Hotels, Market Planning, Profit, Online Marketing
Education
The University of Akron 1977 — 1978
Retailing and Franchising
On-Point Financial Services/NEOhio Restaurant & Business Consultant November 2014 - Present
Ohio National Financial Services October 2014 - Present
Fransource International July 2011 - Present
The 356th Fighter Group Restaurant & Commanders Catering September 1990 - February 2014
Specialty Restaurant Corporation June 1989 - September 1990
Fitzpatricks Seafood Restaurant March 1989 - March 1990
Specialty Restaurant Corporation November 1987 - March 1989
Marriott International November 1986 - November 1987
Sea Galley October 1985 - October 1986
Carlson Restaurants / TGI Fridays October 1983 - October 1985
Skills
Restaurants, Catering, Food, Marketing Strategy, Sales Management, Menu Development, Customer Service, Budgets, Marketing, Inventory Management, Advertising, Food Service, Entrepreneurship, Leadership, Management, Event Planning, Customer Satisfaction, Account Management, Fundraising, Marketing Communications, Event Management, Public Relations, Public Speaking, Banquets, Hospitality, Strategic Planning, Training, Social Networking, Team Building, Time Management, Sales, Retail, Social Media Marketing, Coaching, Small Business, Social Media, New Business Development, Negotiation, Food & Beverage, Operations Management, Trade Shows, Purchasing, Business Planning, Income Statement, Restaurant Management, Weddings, Hotels, Market Planning, Profit, Online Marketing
Education
The University of Akron 1977 — 1978
Retailing and Franchising
Amy Rao's Ohio National Financial Services Experience April 2013 - Present
Job Annuity Product Management at Ohio National Financial Services
Industry Human Resources
Experience
Ohio National Financial Services April 2013 - Present
Towers Watson November 2011 - March 2013
Mercer September 2005 - November 2011
WV Consolidated Public Retirement Board September 2003 - September 2005
Skills
Actuarial Science, Defined Benefit, Pension Administration, Pensions, Actuarial Consulting, ERISA, Employee Benefits, Retirement, HR Consulting, Retirement Plan..., Valuation, Financial Modeling, Risk Management, Defined Contribution, Pension Funds, Actuaries, Financial Analysis
Education
The Ohio State University 1998 — 2002
BS, Mathematics
Ohio National Financial Services April 2013 - Present
Towers Watson November 2011 - March 2013
Mercer September 2005 - November 2011
WV Consolidated Public Retirement Board September 2003 - September 2005
Skills
Actuarial Science, Defined Benefit, Pension Administration, Pensions, Actuarial Consulting, ERISA, Employee Benefits, Retirement, HR Consulting, Retirement Plan..., Valuation, Financial Modeling, Risk Management, Defined Contribution, Pension Funds, Actuaries, Financial Analysis
Education
The Ohio State University 1998 — 2002
BS, Mathematics
Taylor Leibson Taylor Leibson's Ohio National Financial Services Experience August 2009 - December 2009
Job Corporate Auditor at Bank of America
Industry Banking
Experience
Bank June 2011 - Present
GE Aviation May 2010 - August 2010
Ohio National Financial Services August 2009 - December 2009
GE Aviation May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Accounting, Microsoft Excel, Marketing Communications, Business Communications, Risk Management, Internal Audit, Banking
Education
Wake Forest University 2007 — 2011
Bachelor of Science, Business Enterprise Management- Marketing Focus, Communications Minor, Cumulative GPA: 3.7/4.0, Magna Cum Laude Distinction, Dean’s List
Universitat Pompeu Fabra 2009 — 2009
Management, Marketing
Bank June 2011 - Present
GE Aviation May 2010 - August 2010
Ohio National Financial Services August 2009 - December 2009
GE Aviation May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Accounting, Microsoft Excel, Marketing Communications, Business Communications, Risk Management, Internal Audit, Banking
Education
Wake Forest University 2007 — 2011
Bachelor of Science, Business Enterprise Management- Marketing Focus, Communications Minor, Cumulative GPA: 3.7/4.0, Magna Cum Laude Distinction, Dean’s List
Universitat Pompeu Fabra 2009 — 2009
Management, Marketing
Robert Conway Robert Conway's Ohio National Financial Services Experience April 1992 - Present
Job VP Builder General Recruiting at the Ohio National Life Insurance Company
Industry Insurance
Experience
Ohio National Financial Services April 1992 - Present
Canada Life April 1990 - April 1992
Philadelphia Life April 1983 - April 1990
National Life of Vermont September 1981 - April 1983
Education
Temple University 1979 — 1981
BBA, Computer Science
Ohio National Financial Services April 1992 - Present
Canada Life April 1990 - April 1992
Philadelphia Life April 1983 - April 1990
National Life of Vermont September 1981 - April 1983
Education
Temple University 1979 — 1981
BBA, Computer Science
P.David Sentance P.David Sentance's Ohio National Financial Services Experience 2014 - 2015
Job Registered Representative
Industry Financial Services
Experience
Cambridge Investment Advisors June 2015 - Present
Ohio National Financial Services 2014 - 2015
CC Morris Library 2005 - 2013
United States Youth Cricket Association 2010 - 2012
Los Angeles Family School 1993 - 2008
Southern California Cricket Association 1996 - January 2000
Pacific Life January 1979 - January 2000
Los Angeles Krickets World's First Homeless Cricket Team 1995 - 1997
British American Business Council Los Angeles 1985 - 1987
Skills
Disability Insurance, Insurance, Long-term Care, Fixed Annuities, Life Insurance, Covered California..., AARP Medicare..., Variable Annuities, Variable Life, Individual Financial..., Portfolio Optimization
Education
University of California, Los Angeles 1976 — 1977
MA, African History
The University of Edinburgh 1971 — 1975
MA, History, Honours
Cambridge Investment Advisors June 2015 - Present
Ohio National Financial Services 2014 - 2015
CC Morris Library 2005 - 2013
United States Youth Cricket Association 2010 - 2012
Los Angeles Family School 1993 - 2008
Southern California Cricket Association 1996 - January 2000
Pacific Life January 1979 - January 2000
Los Angeles Krickets World's First Homeless Cricket Team 1995 - 1997
British American Business Council Los Angeles 1985 - 1987
Skills
Disability Insurance, Insurance, Long-term Care, Fixed Annuities, Life Insurance, Covered California..., AARP Medicare..., Variable Annuities, Variable Life, Individual Financial..., Portfolio Optimization
Education
University of California, Los Angeles 1976 — 1977
MA, African History
The University of Edinburgh 1971 — 1975
MA, History, Honours
Parish Wilkins Parish Wilkins's Ohio National Financial Services Experience September 2007 - July 2009
Job Work From Home Customer Service at Groupon
Industry Education Management
Experience
Groupon June 2014 - Present
Cincinnati-Hamilton County Community Action Agency September 2013 - Present
YMCA of Greater Cincinnati September 2011 - Present
The Compass School September 2010 - July 2013
Ohio National Financial Services September 2007 - July 2009
Ohio National Financial Services 2007 - 2009
Fidelity Investments October 2006 - August 2007
Lowe's Home Improvement March 2005 - December 2006
Skills
Customer Service, Microsoft Excel, Process Improvement, Microsoft Word, Photoshop, Insurance, Sales, Customer Satisfaction, Microsoft Office, PowerPoint, Training, Leadership, Project Planning, Public Speaking, Management
Education
The University of Akron 2000 — 2005
Bachelor of Arts, Music
The University of Akron 2000 — 2005
B.A, Music
University of Cincinnati 1998 — 2000
Trotwood-Madison High School 1986 — 1990
Diploma, General Studies
Groupon June 2014 - Present
Cincinnati-Hamilton County Community Action Agency September 2013 - Present
YMCA of Greater Cincinnati September 2011 - Present
The Compass School September 2010 - July 2013
Ohio National Financial Services September 2007 - July 2009
Ohio National Financial Services 2007 - 2009
Fidelity Investments October 2006 - August 2007
Lowe's Home Improvement March 2005 - December 2006
Skills
Customer Service, Microsoft Excel, Process Improvement, Microsoft Word, Photoshop, Insurance, Sales, Customer Satisfaction, Microsoft Office, PowerPoint, Training, Leadership, Project Planning, Public Speaking, Management
Education
The University of Akron 2000 — 2005
Bachelor of Arts, Music
The University of Akron 2000 — 2005
B.A, Music
University of Cincinnati 1998 — 2000
Trotwood-Madison High School 1986 — 1990
Diploma, General Studies
Robert Kent Robert Kent's Ohio National Financial Services Experience August 2008 - June 2011
Job Application Engineer at SunSource
Industry Oil & Energy
Experience
SunSource September 2014 - Present
Hydraulic Systems Inc. September 2012 - September 2014
Self Employed - Project Management August 2012 - September 2012
Transparent Value Funds June 2011 - August 2012
Ohio National Financial Services August 2008 - June 2011
Genworth Financial December 2004 - August 2008
AG Edwards February 2002 - December 2004
Merrill Lynch May 1999 - January 2002
Mannesmann Rexroth August 1994 - May 1999
Hydraquip Corporation June 1992 - August 1994
Skills
Mechanical Engineering, Fluid Power, Project Management, MS Project, Hydraulics, Hydraulic Systems, Hydraulic Calculations, Oil/Gas, Manufacturing, Access, Strategic Planning, Financial Advisory, Program Management, Asset Managment, Contract Management, Engineering, Financial Services, Process Engineering, Six Sigma, Cross-functional Team..., Change Management, Leadership, Management, Risk Management, Energy, Salesforce.com, Negotiation, Operations Management, Gas, Sales Management, Team Building, Project Engineering, New Business Development, Contract Negotiation, Project Coordination, Life Insurance, Asset Management, Business Planning, Petroleum, Sales, Process Improvement, Project Planning, Product Development, Strategy, Business Process..., Business Development, Executive Management, Business Strategy
Education
University of St. Thomas (TX) 1992 — 1996
MBA, Marketing
Texas A&M University 1985 — 1991
BS, Mechanical Engineering
SunSource September 2014 - Present
Hydraulic Systems Inc. September 2012 - September 2014
Self Employed - Project Management August 2012 - September 2012
Transparent Value Funds June 2011 - August 2012
Ohio National Financial Services August 2008 - June 2011
Genworth Financial December 2004 - August 2008
AG Edwards February 2002 - December 2004
Merrill Lynch May 1999 - January 2002
Mannesmann Rexroth August 1994 - May 1999
Hydraquip Corporation June 1992 - August 1994
Skills
Mechanical Engineering, Fluid Power, Project Management, MS Project, Hydraulics, Hydraulic Systems, Hydraulic Calculations, Oil/Gas, Manufacturing, Access, Strategic Planning, Financial Advisory, Program Management, Asset Managment, Contract Management, Engineering, Financial Services, Process Engineering, Six Sigma, Cross-functional Team..., Change Management, Leadership, Management, Risk Management, Energy, Salesforce.com, Negotiation, Operations Management, Gas, Sales Management, Team Building, Project Engineering, New Business Development, Contract Negotiation, Project Coordination, Life Insurance, Asset Management, Business Planning, Petroleum, Sales, Process Improvement, Project Planning, Product Development, Strategy, Business Process..., Business Development, Executive Management, Business Strategy
Education
University of St. Thomas (TX) 1992 — 1996
MBA, Marketing
Texas A&M University 1985 — 1991
BS, Mechanical Engineering
Tina L. Smith's Ohio National Financial Services Experience August 1994 - October 1994
Job Director of Case Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments February 2011 - November 2014
Fidelity Investments April 2007 - February 2011
Fidelity Investments January 2005 - April 2007
Fidelity Invesments October 2003 - January 2005
Fidelity Investments September 1997 - September 2003
Fidelity Investments November 1994 - September 1997
Ohio National Financial Services August 1994 - October 1994
US Shoe Corporation November 1987 - July 1994
Deloitte June 1986 - October 1987
Skills
ERISA, Compliance, Risk Management, Process Improvement, Process Engineering, Problem Solving, Team Building, Teamwork, Cross-functional Team..., Virtual Teams, Benefits Administration, Retirement Planning, Employee Benefits, Financial Services, Leadership, Mutual Funds, Management, Accounting, Human Resources, 401k, Insurance, Retirement, Auditing, Internal Audit, Business Process..., Investments, Qualified Retirement...
Education
The Defiance College 1982 — 1986
BS, Accounting
Fidelity Investments December 2014 - Present
Fidelity Investments February 2011 - November 2014
Fidelity Investments April 2007 - February 2011
Fidelity Investments January 2005 - April 2007
Fidelity Invesments October 2003 - January 2005
Fidelity Investments September 1997 - September 2003
Fidelity Investments November 1994 - September 1997
Ohio National Financial Services August 1994 - October 1994
US Shoe Corporation November 1987 - July 1994
Deloitte June 1986 - October 1987
Skills
ERISA, Compliance, Risk Management, Process Improvement, Process Engineering, Problem Solving, Team Building, Teamwork, Cross-functional Team..., Virtual Teams, Benefits Administration, Retirement Planning, Employee Benefits, Financial Services, Leadership, Mutual Funds, Management, Accounting, Human Resources, 401k, Insurance, Retirement, Auditing, Internal Audit, Business Process..., Investments, Qualified Retirement...
Education
The Defiance College 1982 — 1986
BS, Accounting
Hunter Palmer's Ohio National Financial Services Experience September 2015 - Present
Job Life Insurance Agent at Ohio National Financial Services
Industry Insurance
Experience
Ohio National Financial Services September 2015 - Present
K Palmer & Associates Insurance September 2014 - Present
Tri-County Hunting Ranch LLC October 2014 - Present
Stark County Bar Assn February 2015 - Present
Skills
Social Media Marketing, Microsoft Excel, Microsoft Office, Property & Casualty..., Life Insurance, Life & Health Insurance..., Technology Integration, Business Process..., Business Analytics, Customer Service, Management, Teamwork, Time Management, PowerPoint, Insurance, Finance, Sales, Strategic Planning, New Business Development, Underwriting, Sales Management, Event Planning, Business, Risk Management, Account Management, Public Speaking
Education
The University of Akron 2011 — 2014
Bachelor’s Degree, Finance and Financial Management Services, DEANS LIST
Stark State College of Technology 2009 — 2011
High School, Business Administration and Management, General
Ohio National Financial Services September 2015 - Present
K Palmer & Associates Insurance September 2014 - Present
Tri-County Hunting Ranch LLC October 2014 - Present
Stark County Bar Assn February 2015 - Present
Skills
Social Media Marketing, Microsoft Excel, Microsoft Office, Property & Casualty..., Life Insurance, Life & Health Insurance..., Technology Integration, Business Process..., Business Analytics, Customer Service, Management, Teamwork, Time Management, PowerPoint, Insurance, Finance, Sales, Strategic Planning, New Business Development, Underwriting, Sales Management, Event Planning, Business, Risk Management, Account Management, Public Speaking
Education
The University of Akron 2011 — 2014
Bachelor’s Degree, Finance and Financial Management Services, DEANS LIST
Stark State College of Technology 2009 — 2011
High School, Business Administration and Management, General
Andre Crenshaw, LUTCF, MBA's Ohio National Financial Services Experience 2012 - Present
Job Independent Agent
Industry Financial Services
Experience
Ohio National Financial Services 2012 - Present
Andre Crenshaw & Assoc. July 1994 - Present
Colonial Life 1994 - 2004
Skills
Insurance, Sales Management, Long-term Care, Underwriting, Recruiting, Employee Benefits, Marketing Strategy, Disability Insurance, Life Insurance, Term Life Insurance
Education
The American College 2010 — 2015
LUTC, Business and Personal/Financial Services Marketing Operations
University of La Verne 2003 — 2005
MBA
Wilberforce University 1971 — 1975
Master's Degree, Business, Management, Marketing, and Related Support Services
Ohio National Financial Services 2012 - Present
Andre Crenshaw & Assoc. July 1994 - Present
Colonial Life 1994 - 2004
Skills
Insurance, Sales Management, Long-term Care, Underwriting, Recruiting, Employee Benefits, Marketing Strategy, Disability Insurance, Life Insurance, Term Life Insurance
Education
The American College 2010 — 2015
LUTC, Business and Personal/Financial Services Marketing Operations
University of La Verne 2003 — 2005
MBA
Wilberforce University 1971 — 1975
Master's Degree, Business, Management, Marketing, and Related Support Services
Andrew Minton's Ohio National Financial Services Experience August 2011 - Present
Job Supervisor, Life & Disability Customer Service at Ohio National Financial Services
Industry Insurance
Experience
Ohio National Financial Services August 2011 - Present
Ohio National Financial Services July 2009 - August 2011
Ohio National Financial Services October 2008 - July 2009
Cinmar, Inc. October 2002 - October 2008
Various 2001 - 2002
Skills
Customer Service, Leadership, Time Management, Life Insurance, Management, Team Building, Training & Development, Quality Assurance, Critical Thinking, Organizational..., Microsoft Office, Recruiting, Quality Management, Customer Loyalty, Disaster Recovery, Innovation, Knowledge Management, Strategic Planning, Composition, Term Life Insurance, Whole Life Insurance, Disability Insurance, Universal Life Insurance, Variable Universal Life..., Process Improvement, Insurance, Call Centers
Education
Western Kentucky University
M.A., Industrial-Organizational Psychology
University of Cincinnati
B.A., Psychology
Ohio National Financial Services August 2011 - Present
Ohio National Financial Services July 2009 - August 2011
Ohio National Financial Services October 2008 - July 2009
Cinmar, Inc. October 2002 - October 2008
Various 2001 - 2002
Skills
Customer Service, Leadership, Time Management, Life Insurance, Management, Team Building, Training & Development, Quality Assurance, Critical Thinking, Organizational..., Microsoft Office, Recruiting, Quality Management, Customer Loyalty, Disaster Recovery, Innovation, Knowledge Management, Strategic Planning, Composition, Term Life Insurance, Whole Life Insurance, Disability Insurance, Universal Life Insurance, Variable Universal Life..., Process Improvement, Insurance, Call Centers
Education
Western Kentucky University
M.A., Industrial-Organizational Psychology
University of Cincinnati
B.A., Psychology
Mark Busemeyer's Ohio National Financial Services Experience March 2003 - October 2013
Job Senior Systems Project Engineer at ETechnologies Group Cincinnati
Industry Information Technology and Services
Experience
E-Technologies Group October 2013 - Present
Ohio National Financial Services March 2003 - October 2013
Spotlight Solutions/ProfitLogic August 2002 - March 2003
Attachmate Corporation - Cincinnati office 1994 - 2002
Skills
Integration, Microsoft SQL Server, Business Analysis, SDLC, Web Applications, Java, Disaster Recovery, Visio, Process Improvement, Requirements Analysis, SQL, VMware, Project Management
Education
University of Cincinnati 1989 — 1993
Bachelor of Science, EET
E-Technologies Group October 2013 - Present
Ohio National Financial Services March 2003 - October 2013
Spotlight Solutions/ProfitLogic August 2002 - March 2003
Attachmate Corporation - Cincinnati office 1994 - 2002
Skills
Integration, Microsoft SQL Server, Business Analysis, SDLC, Web Applications, Java, Disaster Recovery, Visio, Process Improvement, Requirements Analysis, SQL, VMware, Project Management
Education
University of Cincinnati 1989 — 1993
Bachelor of Science, EET
Craig Pagano, CIMA®'s Ohio National Financial Services Experience February 2008 - December 2010
Job Retirement Services Consultant at Transamerica
Industry Financial Services
Experience
Transamerica Retirement Solutions July 2015 - Present
ADP June 2010 - July 2015
Ohio National Financial Services February 2008 - December 2010
AXA Equitable September 2004 - February 2008
Skills
Mutual Funds, Defined Benefit, Retirement Planning, Variable Annuities, Defined Contribution, Finance, Sales, Leadership, Series 6, 401k, Series 63, Retirement, Fixed Annuities, IRAs, Retirement Plan..., Investments, Securities, Insurance, Selling, Employee Benefits, Profit Sharing, Sales Operations, Strategic Financial..., 401k Rollovers, Asset Allocation, Financial Advisory, Life Insurance
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2013
Masters, Finance
University of South Carolina-Columbia 1996 — 2001
Bachelor of Arts (B.A.)
Transamerica Retirement Solutions July 2015 - Present
ADP June 2010 - July 2015
Ohio National Financial Services February 2008 - December 2010
AXA Equitable September 2004 - February 2008
Skills
Mutual Funds, Defined Benefit, Retirement Planning, Variable Annuities, Defined Contribution, Finance, Sales, Leadership, Series 6, 401k, Series 63, Retirement, Fixed Annuities, IRAs, Retirement Plan..., Investments, Securities, Insurance, Selling, Employee Benefits, Profit Sharing, Sales Operations, Strategic Financial..., 401k Rollovers, Asset Allocation, Financial Advisory, Life Insurance
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2013
Masters, Finance
University of South Carolina-Columbia 1996 — 2001
Bachelor of Arts (B.A.)
Matt Beerman's Ohio National Financial Services Experience April 2011 - Present
Job Manager, Portal and Content Management Systems at Ohio National Financial Services
Industry Insurance
Experience
Ohio National Financial Services April 2011 - Present
Ohio National Financial Services October 2010 - April 2011
Ohio National Financial Services August 2007 - October 2010
Convergys 2002 - 2007
Education
The Ohio State University 1997 — 2002
Computer Engineering
Ohio National Financial Services April 2011 - Present
Ohio National Financial Services October 2010 - April 2011
Ohio National Financial Services August 2007 - October 2010
Convergys 2002 - 2007
Education
The Ohio State University 1997 — 2002
Computer Engineering
Michael Begley's Ohio National Financial Services Experience February 2014 - Present
Job Agency Vice President at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services February 2014 - Present
OneAmerica Financial Group June 2009 - May 2013
Principal Financial Group February 2006 - May 2009
New England Financial 2002 - 2006
Mass Mutual February 1996 - February 2002
Skills
Retirement Planning, Disability Insurance, Life Insurance, Finance, Long-term Care, Fixed Annuities, Investments, IRAs, Insurance, Term Life Insurance, 401k, FINRA, Strategic Financial..., Public Speaking, Long Term Care Insurance, Training, Series 6, Recruiting, Management, Retirement, Marketing
Education
Westfield State College 1974 — 1976
BS, Criminal Justice
Spring Hill College 1972 — 1974
cathedral high school
Ohio National Financial Services February 2014 - Present
OneAmerica Financial Group June 2009 - May 2013
Principal Financial Group February 2006 - May 2009
New England Financial 2002 - 2006
Mass Mutual February 1996 - February 2002
Skills
Retirement Planning, Disability Insurance, Life Insurance, Finance, Long-term Care, Fixed Annuities, Investments, IRAs, Insurance, Term Life Insurance, 401k, FINRA, Strategic Financial..., Public Speaking, Long Term Care Insurance, Training, Series 6, Recruiting, Management, Retirement, Marketing
Education
Westfield State College 1974 — 1976
BS, Criminal Justice
Spring Hill College 1972 — 1974
cathedral high school
Eric Gary's Ohio National Financial Services Experience October 1991 - November 1997
Job Chief Health Actuary at Cavanaugh Macdonald Consulting, LLC
Industry Insurance
Experience
Cavanaugh Macdonald Consulting, LLC December 2008 - Present
Aon Consulting October 2006 - November 2008
Great-West Life & Annuity 1999 - 2006
Aetna 2004 - 2004
F&G Life 1997 - 1999
Ohio National Financial Services October 1991 - November 1997
Education
The Ohio State University 1985 — 1990
Bachelor of Science, Actuarial Science
Cavanaugh Macdonald Consulting, LLC December 2008 - Present
Aon Consulting October 2006 - November 2008
Great-West Life & Annuity 1999 - 2006
Aetna 2004 - 2004
F&G Life 1997 - 1999
Ohio National Financial Services October 1991 - November 1997
Education
The Ohio State University 1985 — 1990
Bachelor of Science, Actuarial Science
Beth Esterkamp's Ohio National Financial Services Experience January 1998 - January 2001
Job Marketing and Development Coordinator at Toward Independence, Inc.
Industry Insurance
Experience
Toward Independence, Inc. June 2014 - Present
Protective Life January 2013 - 2014
Ohio Casualty March 2007 - January 2013
Making Everlasting Memories January 2005 - January 2007
Beth Esterkamp Photography January 2001 - January 2005
Ohio National Financial Services January 1998 - January 2001
Aurgroup Credit Union January 1995 - January 1997
Skills
Marketing Communications, Intranet Portals, ExactTarget, Photography, Social Media Marketing, SharePoint, Photoshop, SurveyMonkey, Project Coordination, Fatwire, Newsletter Production, Project Management, Web Content, Internal & External..., Web Content Management, Marketing, Project Planning, Newsletters, Email Marketing, Leadership, Management, Insurance, Advertising, Press Releases
Education
The Ohio State University 1984 — 1989
BA, Journalism
Sycamore High School 1980 — 1984
The Ohio State University
Bachelor of Arts, Journalism
Toward Independence, Inc. June 2014 - Present
Protective Life January 2013 - 2014
Ohio Casualty March 2007 - January 2013
Making Everlasting Memories January 2005 - January 2007
Beth Esterkamp Photography January 2001 - January 2005
Ohio National Financial Services January 1998 - January 2001
Aurgroup Credit Union January 1995 - January 1997
Skills
Marketing Communications, Intranet Portals, ExactTarget, Photography, Social Media Marketing, SharePoint, Photoshop, SurveyMonkey, Project Coordination, Fatwire, Newsletter Production, Project Management, Web Content, Internal & External..., Web Content Management, Marketing, Project Planning, Newsletters, Email Marketing, Leadership, Management, Insurance, Advertising, Press Releases
Education
The Ohio State University 1984 — 1989
BA, Journalism
Sycamore High School 1980 — 1984
The Ohio State University
Bachelor of Arts, Journalism
Tim Cowell's Ohio National Financial Services Experience June 2015 - Present
Job Regional Vice President at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services June 2015 - Present
Retirement Plan Consultants LLC August 2008 - Present
Assurity Advisors March 2006 - August 2009
Skills
401k, Mutual Funds, Retirement Planning, Sales, Retirement, Business Planning, Wealth Management, Investments, Fixed Annuities, Insurance, Leadership, Strategic Financial..., Team Building, Series 6, Pensions, Series 63
Education
St. Cloud State University 1988 — 1992
History
Ohio National Financial Services June 2015 - Present
Retirement Plan Consultants LLC August 2008 - Present
Assurity Advisors March 2006 - August 2009
Skills
401k, Mutual Funds, Retirement Planning, Sales, Retirement, Business Planning, Wealth Management, Investments, Fixed Annuities, Insurance, Leadership, Strategic Financial..., Team Building, Series 6, Pensions, Series 63
Education
St. Cloud State University 1988 — 1992
History
Rocky Coppola's Ohio National Financial Services Experience October 1999 - Present
Job Senior VP & Controller at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services October 1999 - Present
Jefferson Wells 1998 - 1999
Liberty Mutual Insurance October 1989 - November 1998
Continental Airlines July 1986 - October 1989
Skills
Financial Reporting, Strategic Financial..., Sarbanes-Oxley, Financial Analysis, Sarbanes-Oxley Act, US GAAP, Internal Controls, GAAP, SEC filings, Accounting, Life Insurance, Process Improvement, Risk Management, General Ledger, Consolidation, Auditing, Financial Modeling, Fixed Annuities, Budgets, CPA, Accounting Research, Microsoft Office, Variable Annuities, Cross-functional Team..., Team Building, Executive Management, Forecasting, Business Intelligence, Insurance, Financial Planning
Education
University of Cincinnati College of Business 2004 — 2007
Master of Business Administration (M.B.A.), Management
Robert Morris University 1987 — 1989
Bachelor of Science in Business Administration, Accounting
Ohio National Financial Services October 1999 - Present
Jefferson Wells 1998 - 1999
Liberty Mutual Insurance October 1989 - November 1998
Continental Airlines July 1986 - October 1989
Skills
Financial Reporting, Strategic Financial..., Sarbanes-Oxley, Financial Analysis, Sarbanes-Oxley Act, US GAAP, Internal Controls, GAAP, SEC filings, Accounting, Life Insurance, Process Improvement, Risk Management, General Ledger, Consolidation, Auditing, Financial Modeling, Fixed Annuities, Budgets, CPA, Accounting Research, Microsoft Office, Variable Annuities, Cross-functional Team..., Team Building, Executive Management, Forecasting, Business Intelligence, Insurance, Financial Planning
Education
University of Cincinnati College of Business 2004 — 2007
Master of Business Administration (M.B.A.), Management
Robert Morris University 1987 — 1989
Bachelor of Science in Business Administration, Accounting
benjamin childs's Ohio National Financial Services Experience June 2009 - Present
Job Ohio National Financial Services
Industry Insurance
Experience
Ohio National Financial Services June 2009 - Present
Skills
Wholesaling, Annuities, Mutual Funds, Series 63, Fixed Annuities, Variable Annuities, Life Insurance, Insurance, Series 6, Financial Services, Retirement Planning, Sales, 401k, Retirement
Education
The Ohio State University
Ohio National Financial Services June 2009 - Present
Skills
Wholesaling, Annuities, Mutual Funds, Series 63, Fixed Annuities, Variable Annuities, Life Insurance, Insurance, Series 6, Financial Services, Retirement Planning, Sales, 401k, Retirement
Education
The Ohio State University
Beth (Russell) Hils, MBA, PHR's Ohio National Financial Services Experience July 2009 - April 2010
Job Director of Human Resources at The Beechwood Home
Industry Management Consulting
Experience
The Beechwood Home February 2014 - Present
Clayton L. Scroggins & Associates, Inc. May 2010 - September 2013
Ohio National Financial Services July 2009 - April 2010
Ohio National Financial Services September 2000 - April 2010
Fidelity Investments September 1997 - September 1998
Drake Center, Inc. August 1993 - May 1997
Skills
Employee Relations, Recruiting, Personnel Management, Human Resources, Employment Law, Benefits Administration, Onboarding, Coaching, Payroll, Employee Benefits, Talent Acquisition, Applicant Tracking..., Succession Planning, Deferred Compensation
Education
Xavier University - Williams College of Business
MBA, Marketing / Human Resources
The Ohio State University Fisher College of Business
BS, Marketing
The Beechwood Home February 2014 - Present
Clayton L. Scroggins & Associates, Inc. May 2010 - September 2013
Ohio National Financial Services July 2009 - April 2010
Ohio National Financial Services September 2000 - April 2010
Fidelity Investments September 1997 - September 1998
Drake Center, Inc. August 1993 - May 1997
Skills
Employee Relations, Recruiting, Personnel Management, Human Resources, Employment Law, Benefits Administration, Onboarding, Coaching, Payroll, Employee Benefits, Talent Acquisition, Applicant Tracking..., Succession Planning, Deferred Compensation
Education
Xavier University - Williams College of Business
MBA, Marketing / Human Resources
The Ohio State University Fisher College of Business
BS, Marketing
Howard Brezak's Ohio National Financial Services Experience February 2014 - Present
Job VP, Divisional Sales Manager at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services February 2014 - Present
Ohio National Financial Services June 2012 - Present
Merrill Lynch May 2007 - August 2012
Merrill Lynch October 1994 - May 2007
Kidder Peabody September 1993 - September 1994
J&W Seligman September 1992 - September 1993
New York Life September 1988 - September 1992
Skills
401k, Retirement Plan..., Profit Sharing, Defined Benefit, 403 b, Deferred Compensation, Sales Presentations, Financial Advisory, Asset Allocation, Retirement, IRAs, Fixed Annuities, Mutual Funds, Investments, Wealth Management, Series 63, Retirement Planning, Series 7, Qualified Retirement..., ERISA, Pensions, Management, Series 6, Defined Contribution, Employee Benefits
Education
State University of New York at Buffalo 1984 — 1988
Bachelor of Arts (B.A.)
Ohio National Financial Services February 2014 - Present
Ohio National Financial Services June 2012 - Present
Merrill Lynch May 2007 - August 2012
Merrill Lynch October 1994 - May 2007
Kidder Peabody September 1993 - September 1994
J&W Seligman September 1992 - September 1993
New York Life September 1988 - September 1992
Skills
401k, Retirement Plan..., Profit Sharing, Defined Benefit, 403 b, Deferred Compensation, Sales Presentations, Financial Advisory, Asset Allocation, Retirement, IRAs, Fixed Annuities, Mutual Funds, Investments, Wealth Management, Series 63, Retirement Planning, Series 7, Qualified Retirement..., ERISA, Pensions, Management, Series 6, Defined Contribution, Employee Benefits
Education
State University of New York at Buffalo 1984 — 1988
Bachelor of Arts (B.A.)
Carol Calloway Routt's Ohio National Financial Services Experience August 1993 - July 1996
Job Assistant Education Management Information Systems Coordinator at Cincinnati Public Schools
Industry Information Technology and Services
Experience
Cincinnati Public Schools March 2004 - Present
Great American Insurance May 1998 - July 2003
Union Central Life Insurance Company July 1996 - May 1998
Ohio National Financial Services August 1993 - July 1996
Skills
Access, Analysis, Data Analysis, Databases, Training, Program Management, SQL, Oracle, Management, Human Resources, Integration, Microsoft Excel
Education
Tougaloo College 1988 — 1992
Bachelor of Science (BS), Mathematics, Magna Cum Laude
Cincinnati Public Schools March 2004 - Present
Great American Insurance May 1998 - July 2003
Union Central Life Insurance Company July 1996 - May 1998
Ohio National Financial Services August 1993 - July 1996
Skills
Access, Analysis, Data Analysis, Databases, Training, Program Management, SQL, Oracle, Management, Human Resources, Integration, Microsoft Excel
Education
Tougaloo College 1988 — 1992
Bachelor of Science (BS), Mathematics, Magna Cum Laude
Joseph Gilvary's Ohio National Financial Services Experience December 2000 - Present
Job J2EE Developer
Industry Financial Services
Experience
Ohio National Financial Services December 2000 - Present
Kroger November 1998 - December 2000
Computer Task Group October 1996 - November 1998
Andersen Consulting September 1994 - October 1996
Garden Way / Troy Bilt March 1993 - September 1994
Computer Task Group March 1990 - March 1993
Skills
Access, SQL, Troubleshooting, Windows, Microsoft Office, Microsoft SQL Server, Strategic Planning, Database Design, Microsoft Excel, Crystal Reports, JavaScript, Java, J2EE, JSF, JSP, HTML, Ant, Struts, Websphere, Apache, Dimensions, Subversion, VPMS, RAD, WSAD, Eclipse, NetBeans, Mac OS X, CVS, COBOLII, DB2, JCL, TSO, ISPF, IDMS, nbA, Java Enterprise Edition, JavaBeans, Sun Certified Java..., JavaScript Libraries, Java Applets, XSD, XML Schema, Web Services, CICS, AWD, Thunderhead, Microfocus, Visual Basic, Hudson
Education
St. Bonaventure University 1986 — 1989
Bachelor's degree, Computer Science
Miami Valley School 1978 — 1985
High School Diploma, 4th grade - 12th grade
Ohio National Financial Services December 2000 - Present
Kroger November 1998 - December 2000
Computer Task Group October 1996 - November 1998
Andersen Consulting September 1994 - October 1996
Garden Way / Troy Bilt March 1993 - September 1994
Computer Task Group March 1990 - March 1993
Skills
Access, SQL, Troubleshooting, Windows, Microsoft Office, Microsoft SQL Server, Strategic Planning, Database Design, Microsoft Excel, Crystal Reports, JavaScript, Java, J2EE, JSF, JSP, HTML, Ant, Struts, Websphere, Apache, Dimensions, Subversion, VPMS, RAD, WSAD, Eclipse, NetBeans, Mac OS X, CVS, COBOLII, DB2, JCL, TSO, ISPF, IDMS, nbA, Java Enterprise Edition, JavaBeans, Sun Certified Java..., JavaScript Libraries, Java Applets, XSD, XML Schema, Web Services, CICS, AWD, Thunderhead, Microfocus, Visual Basic, Hudson
Education
St. Bonaventure University 1986 — 1989
Bachelor's degree, Computer Science
Miami Valley School 1978 — 1985
High School Diploma, 4th grade - 12th grade
John Demarest's Ohio National Financial Services Experience October 1999 - April 2002
Job Complex Business Development Manager, Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Piedmont Capital Distributors March 2014 - July 2015
Principal Funds June 2005 - November 2013
The Hartford March 2003 - June 2005
UBS April 2002 - February 2003
Ohio National Financial Services October 1999 - April 2002
Legg Mason October 1994 - October 1999
Skills
Mutual Funds, Sales, Wealth Management, Investment Advisory, Client Development, Investments, Sales Presentations, Series 6, Series 7, Series 63, Retirement Planning, Fixed Annuities, Separately Managed..., 401k, Financial Advisory
Education
Salisbury University 1979 — 1983
Bachelor of Arts (BA), Political Science-History-Economics
Morgan Stanley August 2015 - Present
Piedmont Capital Distributors March 2014 - July 2015
Principal Funds June 2005 - November 2013
The Hartford March 2003 - June 2005
UBS April 2002 - February 2003
Ohio National Financial Services October 1999 - April 2002
Legg Mason October 1994 - October 1999
Skills
Mutual Funds, Sales, Wealth Management, Investment Advisory, Client Development, Investments, Sales Presentations, Series 6, Series 7, Series 63, Retirement Planning, Fixed Annuities, Separately Managed..., 401k, Financial Advisory
Education
Salisbury University 1979 — 1983
Bachelor of Arts (BA), Political Science-History-Economics
Morgan McKay's Ohio National Financial Services Experience April 2014 - Present
Job Senior Marketing Communications Coordinator at Ohio National Financial Services
Industry Insurance
Experience
Ohio National Financial Services April 2014 - Present
Ohio National Financial Services August 2012 - April 2014
Ohio National Financial Services June 2007 - June 2011
Link Direct Marketing October 2008 - April 2009
University of Cincinnati September 2007 - June 2008
Skills
Marketing, Social Media, Marketing Communications, Communication, Customer Service, Project Management, Training, Organization, Market Research, Insurance, Microsoft Office, Research, Sales, Life Insurance, Access, Creative Solutions, Content Marketing, Marketing Management, Digital Marketing, Administration
Education
University of Cincinnati 2007 — 2011
Bachelor of Business Administration, Marketing and International Business
The Ohio State University 2006 — 2007
Bachelor of Business Administration, Marketing
Ohio National Financial Services April 2014 - Present
Ohio National Financial Services August 2012 - April 2014
Ohio National Financial Services June 2007 - June 2011
Link Direct Marketing October 2008 - April 2009
University of Cincinnati September 2007 - June 2008
Skills
Marketing, Social Media, Marketing Communications, Communication, Customer Service, Project Management, Training, Organization, Market Research, Insurance, Microsoft Office, Research, Sales, Life Insurance, Access, Creative Solutions, Content Marketing, Marketing Management, Digital Marketing, Administration
Education
University of Cincinnati 2007 — 2011
Bachelor of Business Administration, Marketing and International Business
The Ohio State University 2006 — 2007
Bachelor of Business Administration, Marketing
Kathy Bachman's Ohio National Financial Services Experience January 2015 - Present
Job Actuary Financial Transformation at Ohio National Financial Services
Industry Insurance
Experience
Ohio National Financial Services January 2015 - Present
Ohio National Financial Services December 2011 - December 2014
Ohio National Financial Services March 2009 - December 2011
Jackson National Life March 1993 - March 2009
Education
Siena Heights University 1988 — 1992
BA, Math, Business Administration (minor)
Ohio National Financial Services January 2015 - Present
Ohio National Financial Services December 2011 - December 2014
Ohio National Financial Services March 2009 - December 2011
Jackson National Life March 1993 - March 2009
Education
Siena Heights University 1988 — 1992
BA, Math, Business Administration (minor)
Larry Adams's Ohio National Financial Services Experience April 2008 - July 2013
Job President & Chief Operating Officer at Longevity Quest, Inc
Industry Insurance
Experience
Longevity Quest, Inc January 2015 - Present
Petra Life Services November 2013 - Present
Ohio National Financial Services April 2008 - July 2013
Ohio National Financial Services April 2008 - July 2013
Protective Life 1982 - 2007
Skills
Fixed Annuities, Leadership, Series 6, Variable Annuities, Insurance, Retirement Planning, Sales, Life Insurance, Mutual Funds, Disability Insurance, Series 7, Retirement, Series 63, Term Life Insurance, Long-term Care, Series 24, CLU, ChFC, Whole Life, Universal Life, Wealth Management, Strategic Financial..., Marketing, Sales Management, Strategic Planning
Education
University of Montevallo 1979 — 1981
BBA, Marketing, Summa cum laude
Pensacola Junior College 1977 — 1979
Associate of Arts (A.A.), Business Administration and Management, General, 3.90
Longevity Quest, Inc January 2015 - Present
Petra Life Services November 2013 - Present
Ohio National Financial Services April 2008 - July 2013
Ohio National Financial Services April 2008 - July 2013
Protective Life 1982 - 2007
Skills
Fixed Annuities, Leadership, Series 6, Variable Annuities, Insurance, Retirement Planning, Sales, Life Insurance, Mutual Funds, Disability Insurance, Series 7, Retirement, Series 63, Term Life Insurance, Long-term Care, Series 24, CLU, ChFC, Whole Life, Universal Life, Wealth Management, Strategic Financial..., Marketing, Sales Management, Strategic Planning
Education
University of Montevallo 1979 — 1981
BBA, Marketing, Summa cum laude
Pensacola Junior College 1977 — 1979
Associate of Arts (A.A.), Business Administration and Management, General, 3.90
Carmine Mazzeo's Ohio National Financial Services Experience August 2010 - October 2011
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Morgan Stanley December 2012 - November 2014
Jackson National Life January 2012 - December 2012
Ohio National Financial Services August 2010 - October 2011
Prudential Financial January 2010 - August 2010
Morgan Stanley June 2004 - July 2009
Skills
Series 6, Series 63, Life & Health Insurance..., Series 7, Mutual Funds, Wealth Management, ETFs, Sales, Variable Annuities, Fixed Annuities
Education
State University of New York College at Oneonta
Morgan Stanley November 2014 - Present
Morgan Stanley December 2012 - November 2014
Jackson National Life January 2012 - December 2012
Ohio National Financial Services August 2010 - October 2011
Prudential Financial January 2010 - August 2010
Morgan Stanley June 2004 - July 2009
Skills
Series 6, Series 63, Life & Health Insurance..., Series 7, Mutual Funds, Wealth Management, ETFs, Sales, Variable Annuities, Fixed Annuities
Education
State University of New York College at Oneonta
Katherine Goldsmith's Ohio National Financial Services Experience April 2000 - Present
Job Assistant Counsel at Ohio National Financial Services
Industry Insurance
Experience
Ohio National Financial Services April 2000 - Present
Association of Corporate Counsel 2015 - 2015
Association of Corporate Counsel 2015 - 2015
Taft, Stettinius & Hollister LLP November 1996 - March 2000
Skills
Compliance, Insurance Law, Securities Law, Advertising Law, Contract Review, Negotiating Contracts, Regulatory Requirements, Corporate Law, Spanish translation, Securities Regulation, Contract Negotiation
Education
The Ohio State University Moritz College of Law 1993 — 1996
JD, Law
The Ohio State University 1989 — 1993
BA, Political Science, Criminal Justice
Ohio National Financial Services April 2000 - Present
Association of Corporate Counsel 2015 - 2015
Association of Corporate Counsel 2015 - 2015
Taft, Stettinius & Hollister LLP November 1996 - March 2000
Skills
Compliance, Insurance Law, Securities Law, Advertising Law, Contract Review, Negotiating Contracts, Regulatory Requirements, Corporate Law, Spanish translation, Securities Regulation, Contract Negotiation
Education
The Ohio State University Moritz College of Law 1993 — 1996
JD, Law
The Ohio State University 1989 — 1993
BA, Political Science, Criminal Justice
Steve Casson's Ohio National Financial Services Experience January 2014 - Present
Job 2nd Vice President, Enterprise Infrastructure at Ohio National Financial Services
Industry Insurance
Experience
Ohio National Financial Services January 2014 - Present
Ohio National Financial Services April 2011 - Present
Ohio National Financial Services July 1991 - April 2011
Good Samaritan Hospital 1989 - 1991
VanLeunens 1977 - 1982
Skills
Business Continuity, Storage Area Networks, Management, Data Center, Disaster Recovery, Information Technology, Infrastructure, Databases, Networking, Enterprise Architecture, Vendor Management, Business Analysis, Process Improvement, Enterprise Software, SAN, Leadership
Education
Thomas More College
B.A., Information Systems
Ohio National Financial Services January 2014 - Present
Ohio National Financial Services April 2011 - Present
Ohio National Financial Services July 1991 - April 2011
Good Samaritan Hospital 1989 - 1991
VanLeunens 1977 - 1982
Skills
Business Continuity, Storage Area Networks, Management, Data Center, Disaster Recovery, Information Technology, Infrastructure, Databases, Networking, Enterprise Architecture, Vendor Management, Business Analysis, Process Improvement, Enterprise Software, SAN, Leadership
Education
Thomas More College
B.A., Information Systems
Matthew McGinley's Ohio National Financial Services Experience January 2015 - Present
Job Western Divisional Sales Manager at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services January 2015 - Present
Ohio National Financial Services March 2007 - January 2015
The Hartford July 2006 - March 2007
AIG SunAmerica March 2005 - July 2006
MFS Investment Management September 2003 - March 2005
Skills
Series 63, Mutual Funds, Retirement Planning, Retirement, Series 6, Wealth Management, Asset Allocation, Investments, Strategic Financial..., Securities, Financial Advisory, Insurance, Financial Services, Variable Annuities, Sales, Investment Strategies, Finance
Education
University of Arizona, Eller College of Management 1999 — 2003
B.S, Marketing
Ohio National Financial Services January 2015 - Present
Ohio National Financial Services March 2007 - January 2015
The Hartford July 2006 - March 2007
AIG SunAmerica March 2005 - July 2006
MFS Investment Management September 2003 - March 2005
Skills
Series 63, Mutual Funds, Retirement Planning, Retirement, Series 6, Wealth Management, Asset Allocation, Investments, Strategic Financial..., Securities, Financial Advisory, Insurance, Financial Services, Variable Annuities, Sales, Investment Strategies, Finance
Education
University of Arizona, Eller College of Management 1999 — 2003
B.S, Marketing
William McFadden's Ohio National Financial Services Experience January 2001 - Present
Job Vice President, Northwestern Division at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services January 2001 - Present
Union Central March 1999 - January 2001
American General / US Llife 1985 - 1999
Education
Pennsylvania State University 1966 — 1970
BA, Liberal Arts
Msgr Bonner High School
The American College
CLU , ChFC
Ohio National Financial Services January 2001 - Present
Union Central March 1999 - January 2001
American General / US Llife 1985 - 1999
Education
Pennsylvania State University 1966 — 1970
BA, Liberal Arts
Msgr Bonner High School
The American College
CLU , ChFC
Lisa Yeardon Casson, MBA's Ohio National Financial Services Experience December 1998 - March 2001
Job System Director IT Business (S3) Applications at Mercy Health
Industry Hospital & Health Care
Experience
Mercy Health (formerly Catholic Health Partners) April 2014 - Present
Cincinnati Children's Hospital Medical Center March 2013 - April 2014
Cincinnati Childrens Hospital Medical Center April 2009 - March 2013
Cincinnati Children's Hospital Medical Center March 2007 - April 2009
Cincinnati Children's Hospital Medical Center March 2004 - March 2007
Mercy Health Partners April 2001 - February 2004
Ohio National Financial Services December 1998 - March 2001
Catholic Healthcare Partners January 1997 - December 1998
Mercy Health Partners March 1995 - January 1997
Integrated Research Associates February 1991 - March 1995
Skills
Software Project..., Agile Project Management, Resource Management, Budget Management, Technical Leadership, Technical Analysis, Technical Design, Performance Management, Vendor Management, Vendor Relations, Coaching Staff, Coaching, Staff Mentoring, Change Management, Leadership, Personnel Management, Budgets, ERP, Project Management, Business Analysis, PeopleSoft, Team Building, Process Improvement, Strategic Planning, Healthcare, Human Resources, Payroll, Management, Training, HRIS, Strategy
Education
Thomas More College
BES, Management
Thomas More College
Master of Business Administration (MBA), Business Administration and Management, General
Mercy Health (formerly Catholic Health Partners) April 2014 - Present
Cincinnati Children's Hospital Medical Center March 2013 - April 2014
Cincinnati Childrens Hospital Medical Center April 2009 - March 2013
Cincinnati Children's Hospital Medical Center March 2007 - April 2009
Cincinnati Children's Hospital Medical Center March 2004 - March 2007
Mercy Health Partners April 2001 - February 2004
Ohio National Financial Services December 1998 - March 2001
Catholic Healthcare Partners January 1997 - December 1998
Mercy Health Partners March 1995 - January 1997
Integrated Research Associates February 1991 - March 1995
Skills
Software Project..., Agile Project Management, Resource Management, Budget Management, Technical Leadership, Technical Analysis, Technical Design, Performance Management, Vendor Management, Vendor Relations, Coaching Staff, Coaching, Staff Mentoring, Change Management, Leadership, Personnel Management, Budgets, ERP, Project Management, Business Analysis, PeopleSoft, Team Building, Process Improvement, Strategic Planning, Healthcare, Human Resources, Payroll, Management, Training, HRIS, Strategy
Education
Thomas More College
BES, Management
Thomas More College
Master of Business Administration (MBA), Business Administration and Management, General
Shannon Rapp's Ohio National Financial Services Experience January 2009 - Present
Job Traditional Compensation Anaylst at The O.N. Equity Sales Company
Industry Financial Services
Experience
Ohio National Financial Services January 2009 - Present
Pro-Techs Security January 1998 - January 2009
Education
Thomas More College 2007 — 2009
Bachelors, Business, Finance
Thomas More College
B.B.A, Business Administration- Finance
University of Cincinnati
Associates, Business Administration
Ohio National Financial Services January 2009 - Present
Pro-Techs Security January 1998 - January 2009
Education
Thomas More College 2007 — 2009
Bachelors, Business, Finance
Thomas More College
B.B.A, Business Administration- Finance
University of Cincinnati
Associates, Business Administration
Molly Murta's Ohio National Financial Services Experience December 2014 - Present
Job HRIS Analyst at Ohio National Financial Services
Industry Human Resources
Experience
Ohio National Financial Services December 2014 - Present
Ohio National Financial Services March 2014 - December 2014
Wallick Communities July 2013 - February 2014
barre3 October 2012 - February 2014
Swiney Family March 2010 - February 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Research, Access, Microsoft Office, ADP Payroll, Timekeeping, Teamwork, Kronos, COBRA
Education
The Ohio State University Fisher College of Business 2009 — 2013
Bachelor of Science, Human Resources Development
Ohio National Financial Services December 2014 - Present
Ohio National Financial Services March 2014 - December 2014
Wallick Communities July 2013 - February 2014
barre3 October 2012 - February 2014
Swiney Family March 2010 - February 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Research, Access, Microsoft Office, ADP Payroll, Timekeeping, Teamwork, Kronos, COBRA
Education
The Ohio State University Fisher College of Business 2009 — 2013
Bachelor of Science, Human Resources Development
John C. Vick's Ohio National Financial Services Experience January 1999 - July 2003
Job Sr. Field Consultant at Berkshire Life
Industry Insurance
Experience
Berkshire Life Insurance Company of America 2003 - Present
Berkshire Life July 2003 - July 2003
Ohio National Financial Services January 1999 - July 2003
Skills
Risk Management, Customer Service, Negotiation, Strategic Planning, Microsoft Office, Team Building, Employee Benefits, Training, Business Analysis, Claim, Disability Insurance, Health Insurance, Insurance, Underwriting, Fraud, Life Insurance, Claims Management, Reinsurance, Property & Casualty..., Private Investigations, Legal Liability, Term Life Insurance, Liability, Background Checks, Workers Compensation, Accident, Casualty, Fixed Annuities, Skip Tracing, Subrogation, Whole Life, Long-term Care, TCLEOSE Instructor, Claim Investigation, Accident Insurance, Sales, Criminal Profiling, Surveillance, EVOC Instructor, Insurance Brokerage, Financial Analysis, LPMS, Employment Practices..., Professional Liability, Commercial Insurance, Excess, Brokers, Investigation, Medicare, Commercial Lines
Education
University of Central Florida 1968 — 1973
BA, Criminal Justice
Berkshire Life Insurance Company of America 2003 - Present
Berkshire Life July 2003 - July 2003
Ohio National Financial Services January 1999 - July 2003
Skills
Risk Management, Customer Service, Negotiation, Strategic Planning, Microsoft Office, Team Building, Employee Benefits, Training, Business Analysis, Claim, Disability Insurance, Health Insurance, Insurance, Underwriting, Fraud, Life Insurance, Claims Management, Reinsurance, Property & Casualty..., Private Investigations, Legal Liability, Term Life Insurance, Liability, Background Checks, Workers Compensation, Accident, Casualty, Fixed Annuities, Skip Tracing, Subrogation, Whole Life, Long-term Care, TCLEOSE Instructor, Claim Investigation, Accident Insurance, Sales, Criminal Profiling, Surveillance, EVOC Instructor, Insurance Brokerage, Financial Analysis, LPMS, Employment Practices..., Professional Liability, Commercial Insurance, Excess, Brokers, Investigation, Medicare, Commercial Lines
Education
University of Central Florida 1968 — 1973
BA, Criminal Justice
Jason Shreve CLU, RHU, DIF's Ohio National Financial Services Experience March 2013 - July 2015
Job Disability Income Specialist / Insurance Advisor
Industry Insurance
Experience
Integrated Financial Network July 2015 - Present
On Course Financial Strategies July 2015 - Present
Ohio National Financial Services March 2013 - July 2015
Ohio National Life Insurance Co March 2007 - 2013
Skills
Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Retirement, Health Insurance, Investments, Strategic Financial..., Underwriting, Financial Services, Long-term Care, Business Analysis, Process Improvement, Employee Benefits, Estate Planning, Financial Planning, Reinsurance, Product Marketing, Universal Life, Social Security..., 401k, Term Life Insurance, Business Overhead..., Strategic Planning, Sales, Salesforce.com, Marketing Strategy, Disability Benefits, General Insurance, Contract Negotiation, Property & Casualty..., New Business Development, Business Strategy, Account Management, Sales Management, Team Building, Portfolio Management, Wealth Management, Pensions
Education
University of Cincinnati 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration
Integrated Financial Network July 2015 - Present
On Course Financial Strategies July 2015 - Present
Ohio National Financial Services March 2013 - July 2015
Ohio National Life Insurance Co March 2007 - 2013
Skills
Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Retirement, Health Insurance, Investments, Strategic Financial..., Underwriting, Financial Services, Long-term Care, Business Analysis, Process Improvement, Employee Benefits, Estate Planning, Financial Planning, Reinsurance, Product Marketing, Universal Life, Social Security..., 401k, Term Life Insurance, Business Overhead..., Strategic Planning, Sales, Salesforce.com, Marketing Strategy, Disability Benefits, General Insurance, Contract Negotiation, Property & Casualty..., New Business Development, Business Strategy, Account Management, Sales Management, Team Building, Portfolio Management, Wealth Management, Pensions
Education
University of Cincinnati 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration
Thomas Veevers's Ohio National Financial Services Experience November 2001 - Present
Job Senior Regional Vice President at The O.N. Equity Sales Company
Industry Financial Services
Experience
Ohio National Financial Services November 2001 - Present
Ohio National Financial Services 2001 - Present
Ohio National Financial Services 2001 - 2013
Skills
Life Insurance, Recruiting, Retirement Planning, Mutual Funds, Fixed Annuities, Disability Insurance, Insurance, Retirement, Series 6, Wealth Management, Financial Planning, Term Life Insurance, Estate Planning, Strategic Financial..., Team Building, 401k, Investments, Variable Annuities
Education
Rutgers, The State University of New Jersey-Camden 1969 — 1977
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Ohio National Financial Services November 2001 - Present
Ohio National Financial Services 2001 - Present
Ohio National Financial Services 2001 - 2013
Skills
Life Insurance, Recruiting, Retirement Planning, Mutual Funds, Fixed Annuities, Disability Insurance, Insurance, Retirement, Series 6, Wealth Management, Financial Planning, Term Life Insurance, Estate Planning, Strategic Financial..., Team Building, 401k, Investments, Variable Annuities
Education
Rutgers, The State University of New Jersey-Camden 1969 — 1977
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Ryan Vincent, CPA's Ohio National Financial Services Experience September 2015 - Present
Job Tax Manager at Ohio National Financial Services
Industry Insurance
Experience
Ohio National Financial Services September 2015 - Present
Nationwide Insurance September 2011 - September 2015
Nationwide Insurance December 2008 - September 2011
Skills
Accounting, Financial Reporting, GAAP, General Ledger, Financial Analysis, Insurance, Tax, Financial Statements, Financial Accounting, Tax Accounting, Tax Preparation, Strategic Financial..., Corporate Tax, Financial Forecasting, Technical Presentations
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2009
Bachelor of Science (B.S.), Accounting
Ohio National Financial Services September 2015 - Present
Nationwide Insurance September 2011 - September 2015
Nationwide Insurance December 2008 - September 2011
Skills
Accounting, Financial Reporting, GAAP, General Ledger, Financial Analysis, Insurance, Tax, Financial Statements, Financial Accounting, Tax Accounting, Tax Preparation, Strategic Financial..., Corporate Tax, Financial Forecasting, Technical Presentations
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2009
Bachelor of Science (B.S.), Accounting
Diana Mayer's Ohio National Financial Services Experience May 1989 - June 2007
Job Lead Underwriter at EMSI
Industry Insurance
Experience
EMSI November 2011 - Present
Mutual of Omaha Insurance July 2007 - July 2010
Ohio National Financial Services May 1989 - June 2007
Education
Purdue University 1984 — 1987
BA, Business Administration
EMSI November 2011 - Present
Mutual of Omaha Insurance July 2007 - July 2010
Ohio National Financial Services May 1989 - June 2007
Education
Purdue University 1984 — 1987
BA, Business Administration
Shimon Bachrach's Ohio National Financial Services Experience April 2013 - Present
Job Senior Actuarial Analyst at Ohio National Financial Services
Industry Insurance
Experience
Ohio National Financial Services April 2013 - Present
TIAA-CREF August 2011 - March 2013
Self Employed January 2006 - August 2011
Kesher Scouting June 2009 - August 2009
Camp Mogen Avraham June 2007 - August 2008
Skills
Microsoft Word, Probability, Calculus, Microsoft Excel, Actuarial Science, Finance, Financial Modeling, Quantitative Analytics, Corporate Finance, Insurance, Financial Analysis, Analytics
Education
Touro College 2007 — 2011
Bachelor of Science
Derech Ayson Rabbinical Seminary 2004 — 2008
First Talmudic Degree
Ohio National Financial Services April 2013 - Present
TIAA-CREF August 2011 - March 2013
Self Employed January 2006 - August 2011
Kesher Scouting June 2009 - August 2009
Camp Mogen Avraham June 2007 - August 2008
Skills
Microsoft Word, Probability, Calculus, Microsoft Excel, Actuarial Science, Finance, Financial Modeling, Quantitative Analytics, Corporate Finance, Insurance, Financial Analysis, Analytics
Education
Touro College 2007 — 2011
Bachelor of Science
Derech Ayson Rabbinical Seminary 2004 — 2008
First Talmudic Degree
Kathy Fagin's Ohio National Financial Services Experience February 1985 - September 1995
Job Marketing Specialist at Great American Financial Resources
Industry Insurance
Experience
Great American Financial Resources April 1996 - October 2014
Protective Life January 1996 - April 1996
Ohio National Financial Services February 1985 - September 1995
Skills
Chartered Life..., Chartered Financial..., Certified Advisor for..., Insurance, Individual Life, Fixed Annuities, Term Life Insurance
Education
The American College 1986 — 1999
CLU, ChFC, CASL, CLTC, Insurance
Regina High School
Great American Financial Resources April 1996 - October 2014
Protective Life January 1996 - April 1996
Ohio National Financial Services February 1985 - September 1995
Skills
Chartered Life..., Chartered Financial..., Certified Advisor for..., Insurance, Individual Life, Fixed Annuities, Term Life Insurance
Education
The American College 1986 — 1999
CLU, ChFC, CASL, CLTC, Insurance
Regina High School
Christopher Spanier's Ohio National Financial Services Experience February 1998 - Present
Job Second Vice President, Marketing Technology
Industry Financial Services
Experience
Ohio National Financial Services February 1998 - Present
Lansoft USA October 1994 - February 1998
Skills
Marketing Communications, Management, Training, Sales, Strategy, Marketing, Web Content Management, Consulting, Microsoft Office, Negotiation, Leadership, Public Speaking, Training Skills, Web Technologies, Business Intelligence, Customer Service, Salesforce.com, Strategic Planning, Online Marketing, Mind Mapping, Building Relationships, Business Analysis, Insurance, Project Management, Analysis, Marketing Strategy
Education
Texas A&M University - Mays Business School 1992 — 1994
MBA, Marketing
Wright State University 1987 — 1992
Bachelor of Science; Bachelor of Science, Marketing, Finance
Ohio National Financial Services February 1998 - Present
Lansoft USA October 1994 - February 1998
Skills
Marketing Communications, Management, Training, Sales, Strategy, Marketing, Web Content Management, Consulting, Microsoft Office, Negotiation, Leadership, Public Speaking, Training Skills, Web Technologies, Business Intelligence, Customer Service, Salesforce.com, Strategic Planning, Online Marketing, Mind Mapping, Building Relationships, Business Analysis, Insurance, Project Management, Analysis, Marketing Strategy
Education
Texas A&M University - Mays Business School 1992 — 1994
MBA, Marketing
Wright State University 1987 — 1992
Bachelor of Science; Bachelor of Science, Marketing, Finance
Kenneth Nilsen's Ohio National Financial Services Experience December 2014 - Present
Job 2nd VP, Life Reinsurance & Data Analysis at Ohio National Financial Services
Industry Insurance
Experience
Ohio National Financial Services December 2014 - Present
Munich American Reassurance Company March 2014 - December 2014
Ohio National Financial Services July 2011 - March 2014
Southwest Lcoal Schools August 2003 - June 2011
Union Central 1993 - 2003
Skills
Actuarial Science, Microsoft Excel, Financial Modeling, Financial Reporting, Financial Analysis, Life Insurance, Data Analysis, Term Life Insurance, Teaching, Mathematical Analysis, Insurance, Reinsurance
Education
The University of Texas at Austin 1978 — 1982
BSME, Mechanical Engineering
The University of Arizona 1983 — 1989
MSME, Reliability Engineering
Wright State University 2003 — 2005
MEd, Secondary Education
Ohio National Financial Services December 2014 - Present
Munich American Reassurance Company March 2014 - December 2014
Ohio National Financial Services July 2011 - March 2014
Southwest Lcoal Schools August 2003 - June 2011
Union Central 1993 - 2003
Skills
Actuarial Science, Microsoft Excel, Financial Modeling, Financial Reporting, Financial Analysis, Life Insurance, Data Analysis, Term Life Insurance, Teaching, Mathematical Analysis, Insurance, Reinsurance
Education
The University of Texas at Austin 1978 — 1982
BSME, Mechanical Engineering
The University of Arizona 1983 — 1989
MSME, Reliability Engineering
Wright State University 2003 — 2005
MEd, Secondary Education
Mike Hiniker, CRPC's Ohio National Financial Services Experience June 2014 - Present
Job Regional Vice President at Ohio National
Industry Financial Services
Experience
Ohio National Financial Services June 2014 - Present
Lincoln Financial Distributors December 2011 - 2013
Transamerica Capital, Inc. July 2007 - March 2011
Prudential Financial July 2006 - January 2007
Dreyfus July 2004 - July 2006
Citigroup Inc./Travelers Life and Annuity August 2000 - July 2004
Skills
Series 7, Series 63, Public Speaking, Retirement Planning, Consultative Selling..., Mutual Funds, Separately Managed..., Variable Annuities, Investment Advisory, Business Development, Retirement Savings, Sales Process, Stocks, Bonds, Chartered Retirement..., Retirement Income, Building Relationships, Value Based Selling, Investment Management, Complex Investment...
Education
St. John's University
Bachelor of Arts (BA), Business Management
EHS
Ohio National Financial Services June 2014 - Present
Lincoln Financial Distributors December 2011 - 2013
Transamerica Capital, Inc. July 2007 - March 2011
Prudential Financial July 2006 - January 2007
Dreyfus July 2004 - July 2006
Citigroup Inc./Travelers Life and Annuity August 2000 - July 2004
Skills
Series 7, Series 63, Public Speaking, Retirement Planning, Consultative Selling..., Mutual Funds, Separately Managed..., Variable Annuities, Investment Advisory, Business Development, Retirement Savings, Sales Process, Stocks, Bonds, Chartered Retirement..., Retirement Income, Building Relationships, Value Based Selling, Investment Management, Complex Investment...
Education
St. John's University
Bachelor of Arts (BA), Business Management
EHS
Erin Tilton-Alpaugh FLMI, FALU, ACS's Ohio National Financial Services Experience November 2001 - August 2005
Job Underwriting Director, Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2005 - Present
Ohio National Financial Services November 2001 - August 2005
AIG January 1997 - September 2001
Skills
Underwriting, Term Life Insurance, Insurance, Customer Service, Life Insurance, Disability Insurance
Education
Southern Connecticut State University 1992 — 1996
Bachelor of Science (B.S.), Public Health
Lincoln Financial Group September 2005 - Present
Ohio National Financial Services November 2001 - August 2005
AIG January 1997 - September 2001
Skills
Underwriting, Term Life Insurance, Insurance, Customer Service, Life Insurance, Disability Insurance
Education
Southern Connecticut State University 1992 — 1996
Bachelor of Science (B.S.), Public Health
Brian/Chris Johnson's Ohio National Financial Services Experience May 2013 - Present
Job Insurance Agent at Protective Life
Industry Insurance
Experience
Protective Life October 2014 - Present
Ohio National Financial Services May 2013 - Present
Liberty Mutual Insurance March 2011 - Present
Mutual of Omaha October 2010 - Present
Skills
Term Life Insurance, Life Insurance, Universal Life, Property & Casualty..., Disability Insurance, Whole Life, Insurance, Fixed Annuities, Umbrella Insurance, Homeowners, General Insurance, Long-term Care, Casualty, Liability, Permanent Life Insurance, Long Term Care Insurance
Education
University of The Arts
Protective Life October 2014 - Present
Ohio National Financial Services May 2013 - Present
Liberty Mutual Insurance March 2011 - Present
Mutual of Omaha October 2010 - Present
Skills
Term Life Insurance, Life Insurance, Universal Life, Property & Casualty..., Disability Insurance, Whole Life, Insurance, Fixed Annuities, Umbrella Insurance, Homeowners, General Insurance, Long-term Care, Casualty, Liability, Permanent Life Insurance, Long Term Care Insurance
Education
University of The Arts
Cheryl Hertlein's Ohio National Financial Services Experience September 1998 - May 2000
Job Senior Applications System Analyst at Kettering Medical Center
Industry Hospital & Health Care
Experience
Kettering Health Network May 2000 - Present
Ohio National Financial Services September 1998 - May 2000
Mercantile Stores February 1997 - September 1998
Skills
COBOL, DB2, IBM Mainframe, Program Management, Software Documentation, SQL, Data Migration, EHR, HL7, SharePoint
Education
Sinclair Community College
Associate of Science (AS), Computer and Information Sciences, General
The Ohio State University
Bachelor of Science (BS), Elementary Education and Teaching
Wright State University
Master of Science (MS), Education
Kettering Health Network May 2000 - Present
Ohio National Financial Services September 1998 - May 2000
Mercantile Stores February 1997 - September 1998
Skills
COBOL, DB2, IBM Mainframe, Program Management, Software Documentation, SQL, Data Migration, EHR, HL7, SharePoint
Education
Sinclair Community College
Associate of Science (AS), Computer and Information Sciences, General
The Ohio State University
Bachelor of Science (BS), Elementary Education and Teaching
Wright State University
Master of Science (MS), Education
Justin Furnier's Ohio National Financial Services Experience June 2012 - August 2012
Job Student at The Ohio State University
Industry Accounting
Experience
Nickolas Savko & Sons, Inc September 2013 - December 2013
Ohio National Financial Services June 2012 - August 2012
The Ohio State University September 2010 - June 2011
Education
The Ohio State University 2010 — 2014
Bachelor's degree, Accounting
Nickolas Savko & Sons, Inc September 2013 - December 2013
Ohio National Financial Services June 2012 - August 2012
The Ohio State University September 2010 - June 2011
Education
The Ohio State University 2010 — 2014
Bachelor's degree, Accounting
Kevin Andre's Ohio National Financial Services Experience March 2010 - March 2011
Job Broker/Dealer Operations Specialist at The O.N. Equity Sales Company
Industry Financial Services
Experience
The O.N. Equity Sales Company June 2014 - Present
The O.N. Equity Sales Company March 2012 - June 2014
The O.N. Equity Sales Company March 2011 - March 2012
Ohio National Financial Services March 2010 - March 2011
Orange-Ulster BOCES September 2008 - January 2010
Otisville State Correctional Facility July 2009 - August 2009
Otisville State Correctional Facility July 2008 - August 2008
Warwick Valley Central School District August 2007 - June 2008
Centerville High School March 2005 - June 2007
RITE AID January 2005 - October 2006
Education
State University of New York at New Paltz 2002 — 2004
Bachelor's Degree, Secondary Education: Social Studies (7-12)
SUNY Orange 2000 — 2002
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Warwick Valley High School 1994 — 1998
High School
The O.N. Equity Sales Company June 2014 - Present
The O.N. Equity Sales Company March 2012 - June 2014
The O.N. Equity Sales Company March 2011 - March 2012
Ohio National Financial Services March 2010 - March 2011
Orange-Ulster BOCES September 2008 - January 2010
Otisville State Correctional Facility July 2009 - August 2009
Otisville State Correctional Facility July 2008 - August 2008
Warwick Valley Central School District August 2007 - June 2008
Centerville High School March 2005 - June 2007
RITE AID January 2005 - October 2006
Education
State University of New York at New Paltz 2002 — 2004
Bachelor's Degree, Secondary Education: Social Studies (7-12)
SUNY Orange 2000 — 2002
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Warwick Valley High School 1994 — 1998
High School
Joseph S. Vanelli III's Ohio National Financial Services Experience June 2014 - Present
Job The Wesselt Capital Group
Industry Financial Services
Experience
Ohio National Financial Services June 2014 - Present
Low Tide Threads March 2014 - Present
The Wesselt Capital Group May 2009 - Present
Skills
Financial Planning, Life Insurance, Wealth Management, Fixed Annuities, Sales, Financial Services, Leadership, Strategic Planning
Education
Penn State University 2013 — 2017
Risk Management- Enterprise Option, Junior
La Salle College High School 2009 — 2013
High School
Ohio National Financial Services June 2014 - Present
Low Tide Threads March 2014 - Present
The Wesselt Capital Group May 2009 - Present
Skills
Financial Planning, Life Insurance, Wealth Management, Fixed Annuities, Sales, Financial Services, Leadership, Strategic Planning
Education
Penn State University 2013 — 2017
Risk Management- Enterprise Option, Junior
La Salle College High School 2009 — 2013
High School