Ohio National Financial Services

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Ohio National Financial Services Employees

Employee
Years
Job
Industry
Jerod M. Smith Jerod M. Smith Greater Denver Area Details
Jerod M. Smith's Ohio National Financial Services Experience July 2007 - 2009
Job Relentless Connector of Top Talent within Accounting and Finance: Executive Recruiter at High Country Search Group
Industry Staffing and Recruiting
Experience
High Country Executive Search  2012 - Present
Robert Half Executive Search  2009 - 2012
Ohio National Financial Services   July 2007 - 2009
Transamerica  July 2005 - July 2007
John Hancock  January 2005 - July 2005
Transamerica Capital Inc  August 2002 - February 2005

Skills
Mutual Funds, Life Insurance, Fixed Annuities, Technology Recruitment, Executive Search, Networking, Recruiting, Talent Acquisition, Applicant Tracking..., Employee Benefits, Cold Calling, Relationship Management, Insurance, Temporary Placement, College Recruiting, Technical Recruiting, Building Relationships, Financial Services, Sourcing, Account Management, Training, Temporary Staffing, CRM, Internet Recruiting, Leadership, Contract Recruitment, Management, Sales, Finance, Financial Analysis, Start-ups, Interviews

Education
University of Oregon   1998 — 2002
Bachelor of Science, Psychology

William J. Palmer   1995 — 1998

Nick Wilking Nick Wilking Chicago, Illinois Details
Nick Wilking's Ohio National Financial Services Experience May 2012 - August 2012
Job Client and Opportunity Centric Marketing Program Management Contractor at Accenture
Industry Public Relations and Communications
Experience
Accenture  January 2014 - Present
University of Kentucky Public Relations and Marketing   August 2013 - December 2013
Kennedy Book Store  August 2012 - December 2013
The Owens Group  May 2012 - August 2013
University of Kentucky Public Relations and Marketing   August 2012 - December 2012
Ohio National Financial Services   May 2012 - August 2012
University of Kentucky  January 2011 - August 2012

Skills
Press Releases, Public Relations, Facebook, Event Planning, Event Management, Social Media, Social Networking, Leadership, Customer Service, Research, Social Media Marketing, Marketing Communications, Microsoft Office, Public Speaking, Strategic Communications, PowerPoint, SharePoint, SharePoint Designer, Microsoft Office..., Salesforce.com, Salesforce Training, Salesforce.com...

Education
University of Kentucky   2010 — 2013
Bachelor of Arts (B.A.), Integrated Strategic Communications

Toni Tamborello Toni Tamborello Houston, Texas Area Details
Toni Tamborello's Ohio National Financial Services Experience June 2014 - Present
Job Regional Vice President Group Retirement Plans
Industry Investment Management
Experience
Ohio National Financial Services   June 2014 - Present
Invesco Ltd.  June 2010 - June 2014
INVESCO AIM  March 2007 - June 2010
Evergreen Investments  September 2005 - January 2007

Skills
Direct Sales, Wholesaling Investments, Series 7, Series 65, Series 63, Sales desk, Investments, Sales, Marketing, 401k, Mutual Funds, Management, Retirement, Series 6, Retirement Planning, Sales Operations, Sales Management, Financial Advisory, FINRA

Education
Universtiy of Phoenix   2008 — 2011
BACHELORS, BUSINESS MANAGEMENT

University of Phoenix
Bachelor of Science - Business Management

Ken Rapp Ken Rapp Greater Chicago Area Details
Ken Rapp's Ohio National Financial Services Experience August 2008 - April 2014
Job Regional Vice President at AIG Financial Distrubutors
Industry Financial Services
Experience
AIG Financial Distrubutors   April 2014 - Present
Ohio National Financial Services   August 2008 - April 2014
Allianz Life  August 2007 - August 2008
Lincoln Financial Distributors  July 2006 - August 2007
Allstate Financial  March 1999 - May 2006
Allstate Financial  July 1994 - March 1999

Education
University of Iowa   1987 — 1991
BA, Economics

Yvette Barber Yvette Barber Cincinnati Area Details
Yvette Barber's Ohio National Financial Services Experience 1994 - 1998
Job Client Service Coordinator at Resonate, Inc.
Industry Consumer Goods
Experience
Resonate, Inc., - a member Firm of ValMark Securities, Inc.   April 2013 - Present
Protective Life  July 2011 - October 2012
Great American Financial Resources  April 2007 - October 2009
Unity Financial Insurance Company   November 2006 - April 2007
EPS Settlements Group  June 2005 - November 2006
Western & Southern Financial Group  2003 - 2005
Columbus Life Insurance Company, a Division of Western-Southern Life   1998 - 2003
Ohio National Financial Services   1994 - 1998
Metroweb Printing Company   1992 - 1994
Catalina Swimwear   1985 - 1988

Skills
Claim, Insurance, Fixed Annuities, Life Insurance, Customer Service, Relationship Management, Microsoft Excel, Microsoft Office, Underwriting, Team Building, Microsoft Word

Education
University of Phoenix   2000 — 2004
Business Administration

Paramount HIgh School   1974 — 1978

Vincent Christensen Vincent Christensen Saint Paul, Nebraska Details
Vincent Christensen's Ohio National Financial Services Experience August 2012 - Present
Job Producer at Christensen Insruance Agency
Industry Insurance
Experience
Christensen Insruance Agency   May 2011 - Present
Berkshire Hathaway Homestate Companies  March 2013 - Present
EMC Insurance Companies  July 2011 - Present
Continental Western Group (a W. R. Berkley Company)   June 2011 - Present
FirstComp  June 2014 - Present
Ohio National Financial Services   August 2012 - Present
Progressive Insurance  June 2011 - Present
CoOportunity Health  October 2013 - Present
Blue Cross and Blue Shield of Nebraska  August 2011 - Present
United Fire Group  June 2011 - Present

Skills
Life Insurance, Insurance, Property & Casualty..., Permanent Life Insurance, Term Life Insurance, Disability Insurance, Long Term Care Insurance, Microsoft Office, Photoshop, Marketing, Management, Brokers, Online Marketing, Umbrella Insurance, Commercial Insurance, Employment Practices..., Professional Liability, Homeowners, Health Insurance

Education
University of Nebraska-Lincoln   2007 — 2011
Bachelor of Business Administration (B.B.A.), Economics

St. Paul Public School
High School

Shawn T. Kesterson Shawn T. Kesterson Houston, Texas Area Details
Shawn T. Kesterson's Ohio National Financial Services Experience January 2012 - April 2013
Job Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica  April 2013 - Present
Ohio National Financial Services   January 2012 - April 2013
Sun Life Financial (US)Alumni   2010 - 2012
Sun Life Financial  March 2010 - December 2011
Lincoln Financial Distributors  September 2006 - February 2010
LINCOLN FINANCIAL  2006 - 2010
AIG SunAmerica  2002 - 2006
AIG SunAmerica  2002 - 2006

Skills
Mutual Funds, Series 63, Retirement Planning, Series 6, Fixed Annuities, Retirement, Wealth Management, Variable Annuities, Investments, 401k, Life Insurance, Insurance, Asset Allocation, Strategic Financial..., Long-term Care, Alternative Investments, FINRA, Investment Advisory, Financial Services, Securities, IRAs, Portfolio Management, Financial Advisory

Education
University of Missouri-Columbia   1987 — 1992
Bachelor of Science, Marketing

Whittney Darnell Whittney Darnell Cincinnati Area Details
Whittney Darnell's Ohio National Financial Services Experience August 2003 - August 2009
Job Ph.D. Student at Univeristy of Kentucky
Industry Higher Education
Experience
NKU/ UC/ Gateway Community College   August 2009 - Present
LA Fitness/YMCA   January 2003 - Present
Ohio National Financial Services   August 2003 - August 2009

Skills
Public Speaking, Marketing Communications, Higher Education, Corporate Website..., Blackboard, Video Podcasts, Project Management, Training

Education
University of Kentucky   2015 — 2018
Doctor of Philosophy (Ph.D.), Health Communication

Northern Kentucky University   2007 — 2009
Master of Arts (M.A.), Communication (emphasis Organizational and Health Communication)

University of Kentucky   1999 — 2002
Bachelor of Arts (B.A.), Communication, Magna cum laude

Justin Sharp Justin Sharp Cincinnati Area Details
Justin Sharp's Ohio National Financial Services Experience May 2013 - August 2013
Job Life Field Representative Trainee at The Cincinnati Insurance Company
Industry Insurance
Experience
City of Cincinnati  October 2014 - Present
The Cincinnati Insurance Companies  June 2014 - Present
The Republican Party of Kentucky   September 2013 - December 2013
Ohio National Financial Services   May 2013 - August 2013
University of Kentucky  August 2011 - January 2012

Skills
Event Planning, Insurance, Microsoft Office, Public Speaking, Data Analysis, Social Networking

Education
University of Kentucky   2010 — 2014
Bachelor of Arts (BA), Secondary Education and Teaching

Eric Jasso Eric Jasso Cincinnati Area Details
Eric Jasso's Ohio National Financial Services Experience September 2013 - Present
Job 2016 Level III CFA Candidate
Industry Financial Services
Experience
Ohio National Financial Services   September 2013 - Present

Education
University of Missouri-Columbia, College of Business   2009 — 2010
MBA

University of Missouri-Columbia School of Law   2006 — 2009
JD

University of Missouri-Columbia   2001 — 2005
Bachelor of Arts (B.A.)

Marcia Little, RHU, DIF, ALMI, ACS Marcia Little, RHU, DIF, ALMI, ACS Cincinnati Area Details
Marcia Little, RHU, DIF, ALMI, ACS's Ohio National Financial Services Experience December 2013 - Present
Job DI Marketing Consultant at Ohio National Financial Services
Industry Insurance
Experience
Ohio National Financial Services   December 2013 - Present
UNIFI Companies - Ameritas, Acacia, Union Central and affilitated companies   January 2006 - November 2013
Union Central Life Insurance Company  June 2003 - December 2005
Union Central Life Insurance Company  October 2000 - May 2003

Skills
Disability Insurance, Term Life Insurance, Insurance, Life Insurance, Employee Benefits, Health Insurance

Education
University of Kentucky   1992 — 1996
BBA, Marketing

Steve Tando Steve Tando Scottsbluff, Nebraska Details
Steve Tando's Ohio National Financial Services Experience July 2011 - Present
Job Sales, Financial Services (Ohio National Financial Services affiliate)
Industry Financial Services
Experience
Ohio National Financial Services   July 2011 - Present

Skills
Public Speaking, Sales Presentations, Financial Services, Investment Strategies

Education
University of Nebraska-Lincoln   1964 — 1967
BS, Business Admin.

Kayla Puchko Stephenson Kayla Puchko Stephenson Johnstown, Pennsylvania Area Details
Kayla Puchko Stephenson's Ohio National Financial Services Experience 2009 - Present
Job Associate General Agent at Puchko Financial Associates, INC.
Industry Financial Services
Experience
Puchko Financial Associates, INC.   2009 - Present
Ohio National Financial Services   2009 - Present
Westmont Hilltop High School   2008 - 2011
First National Bank of PA  2009 - 2009
First National Bank of PA  2008 - 2009
First National Bank of Pennsylvania  April 2004 - September 2004

Skills
Disability Insurance, Fixed Annuities, Life Insurance, Retirement, Insurance, Health Insurance, IRAs, Mutual Funds, Estate Planning, Retirement Planning, Variable Annuities, Variable Life, Qualified Retirement..., Term Life Insurance, Series 6, Life & Health Insurance..., 401k, Long-term Care, home owner's insurance, Auto insurance

Education
University of Pittsburgh   2003 — 2007
Bachelor of Science (B.S.)

Bishop McCort Catholic High School   1999 — 2003

Alan Callahan Alan Callahan Greensboro/Winston-Salem, North Carolina Area Details
Alan Callahan's Ohio National Financial Services Experience October 2014 - Present
Job Regional Sales Director at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services   October 2014 - Present
Charles Aris Inc.  August 2013 - October 2014
Strategic Partners, Inc  July 2010 - August 2013
AXA Advisors  October 2003 - July 2010
Carolina Sales Associates   November 2001 - October 2003

Skills
Financial Planning, Insurance, Long Term Care, Retirement, Securities, Strategic Financial..., Long Term Care Insurance, Employee Benefits, Sales, Leadership, Long-term Care, Retirement Planning, Fixed Annuities, Recruiting, Finance, Disability Insurance, Life Insurance, Analysis, Wealth, Strategic Planning

Education
University of North Carolina at Wilmington   1988 — 1992
Bachelor, Marketing

Sanderson High School

C.H. (Butch) Franklin C.H. (Butch) Franklin Mobile, Alabama Area Details
C.H. (Butch) Franklin's Ohio National Financial Services Experience July 2014 - Present
Job Gulf Coast Region Sales Director at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services   July 2014 - Present
Allstate  April 2005 - July 2014
Mobile, Al  August 1993 - April 2005
Liberty National Life Insurance Company  January 1982 - August 1993

Skills
Helping people acheive..., Insurance, Life Insurance, Disability Insurance, Small Business, Long-term Care, Sales Management, Health Insurance, Retirement Planning, Customer Service, Public Speaking, Strategic Planning, Employee Benefits, Team Building, Leadership, Term Life Insurance, Marketing Strategy, Mobile Devices

Education
University of South Alabama

Byron Petersen, LUTCF Byron Petersen, LUTCF Lincoln, Nebraska Details
Byron Petersen, LUTCF's Ohio National Financial Services Experience December 2006 - June 2010
Job Owner, Petersen Financial Services
Industry Insurance
Experience
Petersen Financial Services   April 1993 - Present
Ohio National Financial Services   December 2006 - June 2010
Prudential Financial  June 2003 - October 2006
New England Financial  June 1999 - June 2003
Woodmen Accident and Life   April 1993 - June 1999
Physicians Mutual  July 1992 - April 1993
Payless Cashways Inc.  August 1986 - June 1990
Byron Petersen   May 1980 - July 1986

Skills
Business Continuation..., Retirement Planning, Life Insurance expertise, Disability Insurance, Life Insurance, Microsoft Office, Marketing, Insurance, Fixed Annuities, Health Insurance, Marketing Strategy, Marketing Communications, Sales, Social Media Marketing, Online Advertising, Customer Service, Leadership, Leadership Development, Management, Recruiting, Business Continuity..., Team Building, Team Leadership, Strategic Planning, Underwriting

Education
University of Nebraska-Lincoln   1986 — 1988

Northeast Technical Community College, Norfolk, NE   1980 — 1981
Building Construction, A

Bancroft High School   1976 — 1980

Irene Farwell, LUTCF Irene Farwell, LUTCF Jacksonville, Florida Area Details
Irene Farwell, LUTCF's Ohio National Financial Services Experience 2011 - 2013
Job Financial Services Professional at New York Life
Industry Insurance
Experience
New York Life  June 2000 - Present
Ohio National Financial Services   2011 - 2013
Mass Mutual Insurance Co   December 1988 - October 1997

Skills
Long Term Care, Estate Planning, Retirement Planning, Insurance, Small Business, Annuities, Disability Insurance, Retirement, Fixed Annuities, Long-term Care, Term Life Insurance, IRAs, Business Planning, Sales, Financial Planners, 401k, Strategic Financial..., Life Insurance, Mutual Funds, Investments, Financial Planning

Education
University of Florida   1961 — 1965
BSBA, Business/Marketing

Paul Gamble Paul Gamble Birmingham, Alabama Details
Paul Gamble's Ohio National Financial Services Experience June 2012 - Present
Job Sales Manager at Seneca Resources, Inc.
Industry Staffing and Recruiting
Experience
Seneca Resources, Inc.   January 2015 - Present
Seneca Resources, Inc.   June 2013 - Present
Ohio National Financial Services   June 2012 - Present
Bent Brook Golf Club   May 2003 - November 2013
Bent Brook Golf Course   January 2003 - May 2013
Adventure Mortgage   June 2007 - June 2012

Skills
Insurance, Management, Customer Service, Investments, Small Business, Golf, Life Insurance, Contract Negotiation, Technical Recruiting, Strategic Financial..., IT recruiting, Term Life Insurance, IT Consulting, Golf Instruction, Sports Marketing, Mutual Funds, Fixed Annuities, Sandler Sales Training, Sales Management, Sales Operations, Sales Process, Information Technology

Education
University of Montevallo   1998 — 2003
Bachelor of Applied Science (B.A.Sc.), Sociology and Philosophy

University of Montevallo   1998 — 2002
bachelor Of Sciences, Philosophy and Sociology

John L. Jay Simpson John L. Jay Simpson Mobile, Alabama Area Details
John L. Jay Simpson's Ohio National Financial Services Experience June 2013 - June 2014
Job PresidentSenior Financial Advisor
Industry Financial Services
Experience
JLS & Associates, Gulf Coast. - Cherry Financial Partners affiliate   April 2001 - Present
Ohio National Financial Services   June 2013 - June 2014

Skills
Disability Insurance, Employee Benefits, Estate Planning, Finance, Fixed Annuities, Insurance, Investments, Life Insurance, Long-term Care, Mutual Funds, Retirement, Retirement Planning, Risk Management, Series 7, Strategic Planning, Term Life Insurance

Education
University of South Alabama   1990 — 1993
Batchelors, Finance

Matthew Korenoski Matthew Korenoski Greater Pittsburgh Area Details
Matthew Korenoski's Ohio National Financial Services Experience March 2013 - Present
Job Law Clerk at Strassburger McKenna Gutnick & Gefsky
Industry Law Practice
Experience
Ohio National Financial Services   March 2013 - Present
Strassburger McKenna Gutnick & Gefsky  May 2015 - August 2015
American Eagle Outfitters  May 2014 - May 2015
United States Court of Appeals for the Third Circuit  January 2015 - April 2015
BNY Mellon  May 2013 - August 2013
Pittsburgh Sports Report  May 2011 - August 2011
Comfort Inn  June 2010 - August 2011

Skills
Legal Research, Legal Writing, Public Speaking, Blogging, Writing, Research, Social Media, Press Releases, Creative Writing, Microsoft Office, Public Relations, Copywriting, Social Networking, Customer Service, Microsoft Word, PowerPoint

Education
Duquesne University School of Law   2013 — 2016
Juris Doctor, GPA: 3.52

University of Pittsburgh   2008 — 2012
Bachelor of the Arts, English Writing/History, Cum Laude

Logan Meyer Logan Meyer Columbus, Ohio Details
Logan Meyer's Ohio National Financial Services Experience May 2012 - August 2012
Job Regional Internal Wholesaler at Nationwide
Industry Financial Services
Experience
Nationwide  March 2015 - Present
Nationwide Financial  August 2014 - February 2015
LaBrunerie Financial  January 2014 - April 2014
Nationwide Financial  May 2013 - August 2013
Ohio National Financial Services   May 2012 - August 2012

Skills
Sales, Microsoft Excel, Help Desk Support, Time Management, Building Relationships, Investments, Leadership, Presentations, Mutual Funds, Marketing

Education
University of Missouri-Columbia   2010 — 2014
Bachelors of Science in Business Administration, Finance and Banking

Daniel Sutherland Daniel Sutherland Cincinnati Area Details
Daniel Sutherland's Ohio National Financial Services Experience August 2015 - Present
Job VDI Analyst at Ohio National Financial Services
Industry Information Technology and Services
Experience
Ohio National Financial Services   August 2015 - Present
Mercy Health (formerly Catholic Health Partners)   August 2014 - August 2015
Ohio National Financial Services   October 2012 - August 2014
Ohio National Financial Services   September 2011 - October 2012
Ohio National Financial Services   May 2011 - August 2011
Ohio National Financial Services   June 2009 - December 2010

Skills
VMware View, VMware Infrastructure, ProfileUnity, System Administration, Technical Support, Operating Systems, ThinApp, Customer Service, Troubleshooting, Windows, Windows Server, Networking, Active Directory, Microsoft Office, Microsoft Excel, Software Documentation, VMware, Leadership, Servers, Computer Hardware, Training, Customer Satisfaction, Project Management, Team Leadership, Information Technology, Analysis, Teamwork, Microsoft Word, Outlook, Lotus Notes, Windows XP, Scripting, VMware Workstation, AppVolumes

Education
University of Northwestern Ohio   2009 — 2011
Associate of Applied Business, Digital Multimedia Design

Lebanon High School   2005 — 2009

Disability Insurance For Doctors Disability Insurance For Doctors New Orleans, Louisiana Details
Disability Insurance For Doctors's Ohio National Financial Services Experience January 1987 - Present
Job President DI For Docs
Industry Insurance
Experience
Leading Edge Disability Center   January 1996 - Present
Income Protection for Doctors   March 1987 - Present
DiForDocs.com   March 1987 - Present
Principal Financial Group  1987 - Present
Ameritas  January 1987 - Present
MetLife  January 1987 - Present
The Standard  January 1987 - Present
Ohio National Financial Services   January 1987 - Present
Assurity Life  January 1987 - Present
Mutual of Omaha  January 1987 - Present

Skills
Long-term Care, Strategic Planning, Insurance, Healthcare, Disability Insurance, Life Insurance, Term Life Insurance, National Speaker, Certified Trainer, Permanent Life Insurance, Retirement Planning, Succession Planning, Whole Life, Loan Indemnification..., Disability Buy-Out, Key Person Disability, Retirement Security..., Strategic Financial..., Employee Benefits, Recruiting, Health Insurance, Sales, Physicians, Pensions, Managed Care, Medicare, Brokers

Education
University of New Orleans   1985 — 1990
Master of Business Administration (MBA), Business/Managerial Economics

Eddie Sussmann Eddie Sussmann Greater New Orleans Area Details
Eddie Sussmann's Ohio National Financial Services Experience November 2012 - Present
Job Leading Edge Disability Center
Industry Insurance
Experience
Leading Edge DI Center   January 1996 - Present
Leading Edge Disability Center LLC   January 1996 - Present
Principal Financial Group  January 2000 - Present
Ameritas  May 1987 - Present
MetLife  January 2004 - Present
Assurity Life  January 2004 - Present
Illinois Mutual  January 2012 - Present
Ohio National Financial Services   November 2012 - Present
Mutual of Omaha  January 2004 - Present
Petersen International Underwriters   January 2000 - Present

Skills
Term Life Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Health Insurance, National Speaker, CE Certified, Advance Planning, Business Planning, Qualified Retirement..., Brokers, Small Business, Insurance, Dentistry, Retirement Planning, Retirement, Life Insurance, Universal Life, Whole Life, 401k, Estate Planning, Long Term Care Insurance, Critical Illness, Indexed Universal Life, NAIFA Member, Group Insurance, Accident, Key Person Insurance, Equity Indexed Annuities, Permanent Life Insurance, Indexed Annuities, Financial Advisory, Health Savings Accounts, Roth IRA, Employee Benefits, Insurance Brokerage, Wealth Accumulation, 401k Rollovers, Medicare, Long-term Customer..., Financial Planners

Education
University of New Orleans   1984 — 1988
BA, Business Administartion

Kevin Korenoski Kevin Korenoski Johnstown, Pennsylvania Area Details
Kevin Korenoski's Ohio National Financial Services Experience 2005 - Present
Job Senior Agency Vice President Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services   2005 - Present
Ohio National Financial Services   1995 - 2005
Kansas City Life Insurance Company  1984 - 1995
MetLife  1980 - 1984
MetLife  1977 - 1980

Skills
Life Insurance, Disability Insurance, Variable Annuities, Fixed Annuities, Series 6, Series 63, Life & Health Insurance..., Recruiting, Universal Life, IRAs, 401k, Retirement, Insurance, Whole Life, Roth IRA, Term Life Insurance, Estate Planning, Retirement Planning, Long Term Care Insurance

Education
University of Pittsburgh-Johnstown

Cindy Howell Cindy Howell Cincinnati Area Details
Cindy Howell's Ohio National Financial Services Experience May 2013 - April 2015
Job Consultant Financial services IT and Operations
Industry Financial Services
Experience
CHAP Clips   2011 - Present
ACEB LLC   May 2010 - Present
Ohio National Financial Services   May 2013 - April 2015
Unifi/ Union Central Life   May 2002 - October 2009
Union Central Life Insurance Company (UNIFI)   2002 - 2006
Digineer  1999 - 2002
Union Central  1990 - 1999
EDS  1984 - 1990
Great American Insurance Company  August 1983 - April 1984

Skills
Project Management, Vendor Management, IT Strategy, Business Analysis, Insurance

Education
University of Kentucky   1979 — 1983
Bachelor of Science, Computer Science

Dave Portman, CFE, CISA, CIA Dave Portman, CFE, CISA, CIA Cincinnati Area Details
Dave Portman, CFE, CISA, CIA's Ohio National Financial Services Experience January 2014 - Present
Job Assistant Vice President, Audit Services at Ohio National Financial Services
Industry Insurance
Experience
Ohio National Financial Services   January 2014 - Present
Ohio National Financial Services   February 2008 - December 2013
ISACA  2005 - 2009
Robert Half Management Resources  August 2007 - February 2008
Comair  2007 - 2008
Clark Schaefer Consulting LLC   January 2004 - August 2007
Jefferson Wells  August 1998 - January 2004
Fifth Third Bank  1998 - 2003
Hamilton County Communications Center   1992 - 1996
General Electric  February 1977 - February 1992

Skills
CISA, Internal Audit, Auditing, IT Audit, Leadership, Management, Finance, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Controls, Quality Auditing, Enterprise Risk..., Risk Management, Information Technology

Education
Ohio Department of Public Safety   1983 — 1984
Paramedic, Emergency Victim Care

General Electric   1978 — 1980
FMP, Financial Management Program

University of Notre Dame   1972 — 1976
BBA, Management

Mark Futtner Mark Futtner Fort Lauderdale, Florida Details
Mark Futtner's Ohio National Financial Services Experience April 2013 - February 2014
Job The Computer Merchant assigned as a Business Analyst at CSC
Industry Computer Software
Experience
The Computer Merchant  March 2015 - Present
Symetra Financial  June 2014 - January 2015
Vertex  November 2006 - January 2015
Ohio National Financial Services   April 2013 - February 2014
Security Benefit  September 2012 - December 2012
Andesa Services, Inc.   June 2012 - September 2012
Transamerica/AEGON   March 2012 - May 2012
Andesa Services, Inc.   May 2010 - February 2012
Merrill Lynch  December 2007 - December 2009
AdminServer  August 2007 - December 2007

Skills
SDLC, Business Analysis, New Business Development, Life Insurance, Fixed Annuities, Variable Annuities, Variable Life, Requirements Analysis, Requirements Gathering, Quality Assurance, User Acceptance Testing, Test Planning, Test Cases, System Testing, Manual Testing, Requirements..., Defect Tracking, Mutual Funds, Series 6, Software Project..., Testing, Software Documentation, Business Requirements, Analysis

Education
University of Hartford   1977 — 1981
BS

Debbie Stephens Debbie Stephens Columbus, Ohio Area Details
Debbie Stephens's Ohio National Financial Services Experience April 2011 - July 2014
Job Consultant at Project Liaisons
Industry Information Technology and Services
Experience
Meeting Planning Resources   Meeting facilitation and team buildingConsultantDonegal Insurance GroupFebruary 2013 - Present
Project Liaisons   October 2000 - Present
Ohio National Financial Services   April 2011 - July 2014
Grange Insurance  November 2009 - December 2012
Project Liaisons   1999 - 2010
Nationwide Insurance  1992 - 1999
Nationwide Insurance  1985 - 1999

Skills
Business Strategy, Performance Management, Data Conversion, Workshop Facilitation, Insurance, Software Documentation, Analysis, Account Management, Leadership, PMP, Training, Vendor Management, Strategy, Business Process..., SDLC, Program Management, Project Planning, Business Analysis, Change Management, Cross-functional Team..., Management, Process Improvement, Project Management

Education
University of North Carolina at Greensboro   1980 — 1984
Bachelor of Arts (BA), Psychology

Lon Nease Lon Nease Cincinnati Area Details
Lon Nease's Ohio National Financial Services Experience April 2010 - Present
Job Information Systems Security Analyst at Ohio National Financial Services
Industry Information Technology and Services
Experience
Ohio National Financial Services   April 2010 - Present
Federal Home Loan Bank of Cincinnati  September 2004 - March 2010
Curtis, Inc   October 2001 - January 2004
NetSource, Inc  October 2000 - October 2001
Lextech, Inc   April 2000 - October 2000
Netcomm, Inc  October 1999 - April 2000
University of Kentucky  September 1998 - October 1999

Education
University of Kentucky
Master of Arts, Philosophy

University of Louisville
Bachelor of Arts, Philosophy and Art

Rob Zachary Rob Zachary Cincinnati Area Details
Rob Zachary's Ohio National Financial Services Experience January 2014 - Present
Job 2nd VP, Systems Architecture Lead at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services   January 2014 - Present
Ohio National Financial Services   August 2012 - December 2013
Ohio National Financial Services   January 2010 - July 2012
Ohio National Financial Services   February 2008 - December 2009
Ohio National Financial Services   January 1998 - February 2008

Skills
Project Portfolio..., MS Project, Insurance, Business Analysis, Permanent Life Insurance, Individual Annuities, Straight Through..., Retirement Plan Systems

Education
University of Louisville   1981 — 1986
Bachelor of Science, Mathematics

Holly Kraick Holly Kraick Cincinnati Area Details
Holly Kraick's Ohio National Financial Services Experience August 2015 - Present
Job Internal Pension Marketing Rep
Industry Insurance
Experience
Ohio National Financial Services   August 2015 - Present
Ohio National Financial Services   April 2014 - Present
Ohio National Financial Services   August 2013 - April 2014
OneAmerica  November 2004 - June 2009

Skills
Insurance, Retirement, Cold Calling, Customer Service, Education, Fixed Annuities, 401k, Series 6

Education
University of Indianapolis   2000 — 2004
Bachelor of Arts, History

Selwyn Schwartz Selwyn Schwartz Greater Chicago Area Details
Selwyn Schwartz's Ohio National Financial Services Experience
Job Registered Representative at Ohio National Financial Services
Industry Insurance
Experience
Ohio National Financial Services  

Skills
Disability Insurance, Long Term Care, Retirement Planning, Insurance, Investments, Estate Planning, Health Insurance, Annuities, Retirement, Term Life Insurance, Long-term Care, Small Business, Fixed Annuities, IRAs, Long Term Care Insurance, Life Insurance

Education
University of Illinois at Urbana-Champaign   1957 — 1961
Bachelor of Arts (B.A.), Political Science and Government

Michael DeWeirdt Michael DeWeirdt Greater Chicago Area Details
Michael DeWeirdt's Ohio National Financial Services Experience December 2012 - Present
Job Senior Vice President Financial Risk Management at Ohio National Financial Services
Industry Capital Markets
Experience
Ohio National Financial Services   December 2012 - Present
Chatfield Financial Group   January 2012 - December 2012
Milliman  2004 - December 2011
AVM - III Funds   2002 - 2004
BlackPoint Capital   2000 - 2002
Lehman Brothers  1997 - 2000
JP Morgan  1986 - 1997

Skills
Risk Management, Derivatives, Capital Markets, Hedging, Fixed Income, Quantitative Finance, Equities, Options, Financial Risk, Portfolio Management, ALM, Trading, Financial Modeling, Asset Managment, Equity Derivatives, Investments, Investment Strategies, Valuation

Education
The University of Chicago   1984 — 1986
MBA, Finance

University of Illinois at Urbana-Champaign - College of Business   1977 — 1981
BS, Accounting

Ramon D. Galanes Ramon D. Galanes Cincinnati Area Details
Ramon D. Galanes's Ohio National Financial Services Experience April 2009 - Present
Job Actuary International Operations at Ohio National Life Insurance Co.
Industry Insurance
Experience
Ohio National Financial Services   April 2009 - Present
Transamerica Re   August 2008 - April 2009
Ohio National Financial Services   July 2000 - August 2008
Reinsurance Group of America  October 1994 - June 2000
American Bankers Insurance Group  June 1989 - October 1994

Education
University of Iowa   1987 — 1989
Master of Science (MS), Actuarial Science

Universidad Interamericana de Puerto Rico   1986 — 1986
Bachelor of Science (BS), Mathematics

Colegio Sagrados Corazones   1979 — 1982
High School

Robert Douglass Robert Douglass Jacksonville, Florida Area Details
Robert Douglass's Ohio National Financial Services Experience July 2014 - Present
Job VantageOne Consultant/Developer at Ohio National Financial Services
Industry Information Technology and Services
Experience
RSD Consulting, Inc.   June 1996 - Present
Ohio National Financial Services   July 2014 - Present
Voya Investment Management  January 2012 - July 2014
Lincoln Financial Group  January 2011 - January 2012
ING  May 2004 - August 2009
Jackson National Life  April 2002 - January 2004
Prudential Insurance  January 2001 - November 2001
Jackson National Life  June 2000 - January 2001
Northern Life Insurance Company (now ING)   October 1997 - May 2000
AEGON  June 1996 - September 1997

Skills
Xpediter, DB2, Endeavor, IBM Utilities, VSAM, CICS, COBOL, JCL, Assembler, Fileaid, Easytrieve, Serena Changeman, Microsoft Office, Abend-Aid, TSO, SCLM, SQL, Requirements Analysis, Software Development, Databases, Database Design, Requirements Gathering, Business Analysis, Systems Analysis

Education
University of North Florida
BA, Computer Science & Mathematics

R. Todd Brockman, CPA R. Todd Brockman, CPA Cincinnati Area Details
R. Todd Brockman, CPA's Ohio National Financial Services Experience July 2004 - Present
Job Vice President, Mutual Fund Operations Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services   July 2004 - Present
Grant Thornton LLP  September 1998 - July 2004
Crowe Horwath LLP  November 1992 - August 1998

Skills
Financial Reporting, Mutual Funds, Investments, SEC filings, Process Improvement, Separate Account..., Internal Controls, FundSERV, 1940 Act, Financial Analysis, Operations Management, Accounting, Auditing, Microsoft Excel, Bloomberg Terminal, Budgets, Management, Morningstar Direct, Hiring Personnel, IBM 3270, Banking, Project Planning, Project Management, Valuation Review, Financial Accounting, Vantage-One, Separate Accounts, Variable Annuities, Board of Directors..., NSCC Operations, Personnel Supervision, TSO/Infopac, Lotus Notes

Education
University of Kentucky   1986 — 1991
Master of Science (MS), Accounting

University of Kentucky   1986 — 1991
Bachelor of Science (BS), Accounting

Joe Lagner, CRPS Joe Lagner, CRPS Greater Boston Area Details
Joe Lagner, CRPS's Ohio National Financial Services Experience March 2013 - Present
Job Regional Vice President Group Retirement Plans at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services   March 2013 - Present
Merrill Lynch/ Bank of America  December 2006 - March 2013
Bank of America  December 2006 - March 2013

Skills
Series 7, Series 63, 401k, Uniform Combined State..., Asset Allocation, Mutual Funds, Retirement Planning, Retirement, Series 6, Defined Contribution, Series 65, Wealth Management, Six Sigma, Life Insurance, Annuity Sales

Education
University of Rhode Island

Allen Spain, CFP, MBA, CFS Allen Spain, CFP, MBA, CFS Greater New Orleans Area Details
Allen Spain, CFP, MBA, CFS's Ohio National Financial Services Experience July 2013 - July 2014
Job Regional Director at Legg Mason
Industry Financial Services
Experience
Legg Mason  July 2014 - Present
Ohio National Financial Services   July 2013 - July 2014
Jackson National Life  September 2006 - December 2012

Skills
Series 6, Variable Annuities, Certified Financial..., Series 7, Series 63, Wholesale, Separately Managed..., Retirement, Mutual Funds, Fixed Annuities, 401k, Retirement Planning, Strategic Financial..., Risk Management, Series 24, Product Marketing, Selling, Sales, Sales Presentations, Sales Management, Investments, Insurance, New Business Development, Public Speaking, Asset Management, Series 65, CFP, CFS

Education
CFS
Certified Fund Specialist

CFP
Certified Financial Planner

University of New Orleans   1992 — 1993
Master of Business Administration (MBA)

University of Tennessee-Knoxville   1987 — 1991
Bachelor of Science (BS)

Bill Cerelli Bill Cerelli Tampa, Florida Details
Bill Cerelli's Ohio National Financial Services Experience February 2008 - January 2009
Job Senior Vice President at Peachtree REIT
Industry Financial Services
Experience
Peachtree REIT   May 2010 - Present
Ohio National Financial Services   February 2008 - January 2009
AXA Distributors  January 1999 - February 2008

Skills
Series 7, Series 63, Insurance Licensed, Fusion Training, Consultative Seling, Rebuilding Territories, Alternative Investments, Financial Planning, Wealth Management, Retirement Planning, Investments, Asset Allocation

Education
Mary Washington College   1990 — 1993

Robert Badanes Robert Badanes Cincinnati, Ohio Details
Robert Badanes's Ohio National Financial Services Experience February 2008 - Present
Job Client Services Representative at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services   February 2008 - Present
Fidelity Investments  March 2004 - February 2008
Columbus Life   September 1996 - October 2002

Education
University of Miami

Patricia Engelman Patricia Engelman Jacksonville, Florida Area Details
Patricia Engelman's Ohio National Financial Services Experience December 1980 - March 1984
Job
Industry Insurance
Experience
Allstate Benefits  July 1986 - Present
Jefferson Pilot Financial  March 1982 - July 1986
Ohio National Financial Services   December 1980 - March 1984

Skills
Sales, Leadership, Marketing, Insurance, Sales Management, Team Building, Account Management, Recruiting, Management, Microsoft Office

Education
University of Florida   1972 — 1974

Jacksonville Episcopal High School   1968 — 1972
HS Dipolma

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