OJM Group
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OJM Group Employees
Employee
Years
Job
Industry
Jason O'Dell MS CWM Jason O'Dell MS CWM's OJM Group Experience May 2007 - Present
Job Principal, OJM Group
Industry Financial Services
Experience
OJM Group May 2007 - Present
The O'Dell Group January 1994 - Present
Education
College for Financial Planning 2009 — 2011
Master of Science, Financial Planning
American Academy of Financial Management
Chartered Wealth Manager
The Ohio State University 1990 — 1994
Bachelor of Arts (B.A.), Economics
OJM Group May 2007 - Present
The O'Dell Group January 1994 - Present
Education
College for Financial Planning 2009 — 2011
Master of Science, Financial Planning
American Academy of Financial Management
Chartered Wealth Manager
The Ohio State University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Kim Renners Kim Renners's OJM Group Experience February 2008 - August 2013
Job Professor of Finance at Xavier University
Industry Higher Education
Experience
Xavier University August 2013 - Present
OJM Group February 2008 - August 2013
Liberty Mutual Insurance/Ohio Casualty Group May 1999 - February 2008
Liberty Mutual Insurance/Ohio Casualty Group July 1996 - May 1999
PNC Bank June 1994 - July 1996
Skills
Portfolio Management, Financial Planning, Investments, Financial Analysis, Wealth Management, Investment Advisory, Series 63, Series 65, Strategic Financial..., Retirement Planning, Investment Management, Financial Advisory, Investment Strategies, Asset Management, Mutual Funds, Series 7, Alternative Investments, Securities, Corporate Finance, Teaching, Finance, Asset Allocation, Bonds
Education
Xavier University 2000 — 2002
MBA
Miami University 1990 — 1994
Bachelor of Science (BS), Accounting
Xavier University August 2013 - Present
OJM Group February 2008 - August 2013
Liberty Mutual Insurance/Ohio Casualty Group May 1999 - February 2008
Liberty Mutual Insurance/Ohio Casualty Group July 1996 - May 1999
PNC Bank June 1994 - July 1996
Skills
Portfolio Management, Financial Planning, Investments, Financial Analysis, Wealth Management, Investment Advisory, Series 63, Series 65, Strategic Financial..., Retirement Planning, Investment Management, Financial Advisory, Investment Strategies, Asset Management, Mutual Funds, Series 7, Alternative Investments, Securities, Corporate Finance, Teaching, Finance, Asset Allocation, Bonds
Education
Xavier University 2000 — 2002
MBA
Miami University 1990 — 1994
Bachelor of Science (BS), Accounting
Andrew Taylor,CFP® Andrew Taylor,CFP®'s OJM Group Experience February 2012 - Present
Job Wealth Advisor at OJM Group
Industry Investment Management
Experience
OJM Group February 2012 - Present
Charles Schwab May 1999 - February 2012
Fidelity Investments June 1997 - May 1999
Skills
Investment Management, Wealth Management, Retirement Planning, Investments, Investment Advisory, Portfolio Management, Asset Allocation, Strategic Financial..., Certified Financial..., Financial Planning, Retirement, Mutual Funds, Investment Strategies
Education
University of Kentucky 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
OJM Group February 2012 - Present
Charles Schwab May 1999 - February 2012
Fidelity Investments June 1997 - May 1999
Skills
Investment Management, Wealth Management, Retirement Planning, Investments, Investment Advisory, Portfolio Management, Asset Allocation, Strategic Financial..., Certified Financial..., Financial Planning, Retirement, Mutual Funds, Investment Strategies
Education
University of Kentucky 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Kristen Courtney Kristen Courtney's OJM Group Experience 2013 - Present
Job Client Service Associate at OJM Group
Industry Investment Management
Experience
OJM Group 2013 - Present
Northwestern Mutual June 2012 - 2013
roulston research January 2012 - May 2012
CTI Restaurants, Inc January 2007 - January 2012
Skills
Team Leadership, Microsoft Office, PowerPoint, Word, Customer Service, Microsoft Excel, Social Media, Finance
Education
John Carroll University 2008 — 2012
Bachelor of Science, Economics
Universität Dortmund 2011 — 2011
International Summer Program, German Culture
Lakota West High School 2004 — 2008
OJM Group 2013 - Present
Northwestern Mutual June 2012 - 2013
roulston research January 2012 - May 2012
CTI Restaurants, Inc January 2007 - January 2012
Skills
Team Leadership, Microsoft Office, PowerPoint, Word, Customer Service, Microsoft Excel, Social Media, Finance
Education
John Carroll University 2008 — 2012
Bachelor of Science, Economics
Universität Dortmund 2011 — 2011
International Summer Program, German Culture
Lakota West High School 2004 — 2008
John M. Miller John M. Miller's OJM Group Experience August 2011 - August 2014
Job Independent Media, Design, and Marketing
Industry Marketing and Advertising
Experience
Independent/Freelance Media, Design and Marketing August 2014 - Present
OJM Group August 2011 - August 2014
LEAD San Diego February 2010 - July 2010
Coalition of Neighborhood Councils December 2007 - February 2010
Second Chance February 2005 - November 2007
Washington Mutual January 2004 - February 2005
Clear Channel Entertainment December 2002 - September 2003
Clear Channel Entertainment February 2002 - November 2002
SFX Music Pittsburgh March 2001 - October 2001
SFX Music Pittsburgh 1999 - 2000
Skills
Press Releases, Social Media, Copywriting, Public Relations, Marketing, Email Marketing, Graphic Design, Newsletters, Marketing Communications, Event Planning, Brand Management, Website Development, Digital Marketing, Editing, Event Management, Radio, Publicity, New Media, Marketing Strategy, Creative Direction, Social Networking
Education
University of Pittsburgh 1996 — 2000
Bachelor of Arts (BA), Music
Independent/Freelance Media, Design and Marketing August 2014 - Present
OJM Group August 2011 - August 2014
LEAD San Diego February 2010 - July 2010
Coalition of Neighborhood Councils December 2007 - February 2010
Second Chance February 2005 - November 2007
Washington Mutual January 2004 - February 2005
Clear Channel Entertainment December 2002 - September 2003
Clear Channel Entertainment February 2002 - November 2002
SFX Music Pittsburgh March 2001 - October 2001
SFX Music Pittsburgh 1999 - 2000
Skills
Press Releases, Social Media, Copywriting, Public Relations, Marketing, Email Marketing, Graphic Design, Newsletters, Marketing Communications, Event Planning, Brand Management, Website Development, Digital Marketing, Editing, Event Management, Radio, Publicity, New Media, Marketing Strategy, Creative Direction, Social Networking
Education
University of Pittsburgh 1996 — 2000
Bachelor of Arts (BA), Music
Matthew Jahn CLU, ChFC, CLTC Matthew Jahn CLU, ChFC, CLTC's OJM Group Experience April 2013 - October 2014
Job Life and LTC Product Manager
Industry Insurance
Experience
John Hancock Financial Services October 2015 - Present
American Family Insurance October 2014 - October 2015
OJM Group April 2013 - October 2014
LPL Financial September 2010 - October 2012
Kansas City Life 2007 - 2010
Royal Neighbors of America 2007 - 2008
TIAA-Cref 2005 - 2007
Columbus Life Insurance Company 2004 - 2005
ING 2002 - 2004
Indiana Farm Bureau Insurance 1998 - 2002
Skills
Retirement, Retirement Planning, Insurance, Fixed Annuities, Life Insurance, Product Development, Sales Management, Marketing, Long-term Care, Term Life Insurance, Variable Annuities, Long Term Care Insurance, Strategic Financial..., Disability Insurance, Sales, Financial Services
Education
Lakeland College 2015 — 2016
Bachelor of Arts (B.A.), Accounting
The American College 2014 — 2015
ChFC
The American College 2010 — 2012
CLU
Indiana University-Purdue University at Indianapolis 1996 — 2001
Bachelors, Math
Corporation for Long Term Care
CLTC
John Hancock Financial Services October 2015 - Present
American Family Insurance October 2014 - October 2015
OJM Group April 2013 - October 2014
LPL Financial September 2010 - October 2012
Kansas City Life 2007 - 2010
Royal Neighbors of America 2007 - 2008
TIAA-Cref 2005 - 2007
Columbus Life Insurance Company 2004 - 2005
ING 2002 - 2004
Indiana Farm Bureau Insurance 1998 - 2002
Skills
Retirement, Retirement Planning, Insurance, Fixed Annuities, Life Insurance, Product Development, Sales Management, Marketing, Long-term Care, Term Life Insurance, Variable Annuities, Long Term Care Insurance, Strategic Financial..., Disability Insurance, Sales, Financial Services
Education
Lakeland College 2015 — 2016
Bachelor of Arts (B.A.), Accounting
The American College 2014 — 2015
ChFC
The American College 2010 — 2012
CLU
Indiana University-Purdue University at Indianapolis 1996 — 2001
Bachelors, Math
Corporation for Long Term Care
CLTC
David Snyder, J.D., CLU David Snyder, J.D., CLU's OJM Group Experience April 2014 - Present
Job Financial Advisor at OJM Group
Industry Financial Services
Experience
OJM Group April 2014 - Present
Northwestern Mutual - Financial Advisor February 2003 - March 2014
Attorney at Law November 1992 - February 2003
Education
The Ohio State University Moritz College of Law 1989 — 1992
Doctor of Law (J.D.)
Indiana University Bloomington 1986 — 1989
B.A., Telecommunications, Business
OJM Group April 2014 - Present
Northwestern Mutual - Financial Advisor February 2003 - March 2014
Attorney at Law November 1992 - February 2003
Education
The Ohio State University Moritz College of Law 1989 — 1992
Doctor of Law (J.D.)
Indiana University Bloomington 1986 — 1989
B.A., Telecommunications, Business
Joe Sunderman, MBA Joe Sunderman, MBA's OJM Group Experience April 2013 - November 2013
Job Business Intelligence and Systems Analyst at The Consult, Inc.
Industry Financial Services
Experience
The Consult, LLC January 2015 - Present
LexisNexis August 2014 - December 2014
Illumination Works February 2014 - June 2014
OJM Group April 2013 - November 2013
Fifth Third Bank September 2011 - April 2013
Fifth Third March 2009 - September 2011
Schaeffer's Investment Research May 2006 - December 2008
Schaeffer's Investment Research November 2001 - May 2006
Schaeffer's Investment Research May 1999 - November 2001
Schaeffer's Investment Research October 1994 - May 1999
Skills
Portfolio Management, Investments, Finance, Risk Management, Analysis, Strategic Financial..., Management, Business Analysis, Equities, Competitive Analysis, Financial Risk, Financial Analysis, Credit, Business Development, Leadership, Financial Services, Financial Modeling, Due Diligence, CRM, Strategy, Market Research, Derivatives, Business Planning, Options, Marketing Strategy, Credit Analysis, Start-ups, Bloomberg, Banking, Entrepreneurship, Loans, Forecasting, Marketing, Small Business, Analytics, Jira, Visio, SharePoint, MS Publisher, MS Powerpoint, Tableua, SQL
Education
Northern Kentucky University - MBA 1998 — 2001
Master of Business Administration (M.B.A.), Finance
University of Cincinnati 1991 — 1994
BA, Sociology, 3.7
Elder High School 1986 — 1990
College Prep
The Consult, LLC January 2015 - Present
LexisNexis August 2014 - December 2014
Illumination Works February 2014 - June 2014
OJM Group April 2013 - November 2013
Fifth Third Bank September 2011 - April 2013
Fifth Third March 2009 - September 2011
Schaeffer's Investment Research May 2006 - December 2008
Schaeffer's Investment Research November 2001 - May 2006
Schaeffer's Investment Research May 1999 - November 2001
Schaeffer's Investment Research October 1994 - May 1999
Skills
Portfolio Management, Investments, Finance, Risk Management, Analysis, Strategic Financial..., Management, Business Analysis, Equities, Competitive Analysis, Financial Risk, Financial Analysis, Credit, Business Development, Leadership, Financial Services, Financial Modeling, Due Diligence, CRM, Strategy, Market Research, Derivatives, Business Planning, Options, Marketing Strategy, Credit Analysis, Start-ups, Bloomberg, Banking, Entrepreneurship, Loans, Forecasting, Marketing, Small Business, Analytics, Jira, Visio, SharePoint, MS Publisher, MS Powerpoint, Tableua, SQL
Education
Northern Kentucky University - MBA 1998 — 2001
Master of Business Administration (M.B.A.), Finance
University of Cincinnati 1991 — 1994
BA, Sociology, 3.7
Elder High School 1986 — 1990
College Prep
Chris Hennekes, CPA, CFP® Chris Hennekes, CPA, CFP®'s OJM Group Experience February 2010 - May 2010
Job Financial Planning Associate at Truepoint Wealth Counsel, an independent, feeonly wealth advisory firm
Industry Financial Services
Experience
Truepoint Wealth Counsel October 2011 - Present
J.P. Morgan July 2010 - September 2011
OJM Group February 2010 - May 2010
Xavier Student Investment Fund August 2009 - May 2010
Axcess Financial June 2009 - November 2009
Skills
Excel, Data Analysis, Client Relationship..., Time Management, International Relations
Education
Xavier University 2006 — 2010
Bachelor of Science in Business Administration, Finance, Psychology
Loyola University of Chicago 2009 — 2009
Truepoint Wealth Counsel October 2011 - Present
J.P. Morgan July 2010 - September 2011
OJM Group February 2010 - May 2010
Xavier Student Investment Fund August 2009 - May 2010
Axcess Financial June 2009 - November 2009
Skills
Excel, Data Analysis, Client Relationship..., Time Management, International Relations
Education
Xavier University 2006 — 2010
Bachelor of Science in Business Administration, Finance, Psychology
Loyola University of Chicago 2009 — 2009
Jason Wainscott Jason Wainscott's OJM Group Experience April 2012 - Present
Job Chief Compliance Officer and General Counsel
Industry Law Practice
Experience
OJM Group April 2012 - Present
Cincinnati Financial Corporation January 2004 - February 2012
Skills
Contract Negotiation, Corporate Law, Litigation, Insurance, Legal Research, HIPAA, Employment Law, Privacy, Negotiation, Public Speaking, Contract Management, Policy, Compliance
Education
Loyola University New Orleans School of Law 2000 — 2003
J.D.
University of Cincinnati 1995 — 1999
B.A.
OJM Group April 2012 - Present
Cincinnati Financial Corporation January 2004 - February 2012
Skills
Contract Negotiation, Corporate Law, Litigation, Insurance, Legal Research, HIPAA, Employment Law, Privacy, Negotiation, Public Speaking, Contract Management, Policy, Compliance
Education
Loyola University New Orleans School of Law 2000 — 2003
J.D.
University of Cincinnati 1995 — 1999
B.A.
Patrick Foos Patrick Foos's OJM Group Experience May 2011 - August 2012
Job Transaction Advisory Services Intern at Grant Thornton, LLP
Industry Accounting
Experience
Grant Thornton LLP January 2015 - Present
Carole Foos, CPA February 2014 - April 2014
Crohn's & Colitis Nutrition Foundation January 2014 - April 2014
OJM Group May 2011 - August 2012
OJM Group May 2010 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, QuickBooks, Bookkeeping, Finance
Education
Wake Forest University Graduate School 2014 — 2015
Master's Degree, Accounting
College of Charleston 2010 — 2014
Bachelor of Science (BS), Accounting
Grant Thornton LLP January 2015 - Present
Carole Foos, CPA February 2014 - April 2014
Crohn's & Colitis Nutrition Foundation January 2014 - April 2014
OJM Group May 2011 - August 2012
OJM Group May 2010 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, QuickBooks, Bookkeeping, Finance
Education
Wake Forest University Graduate School 2014 — 2015
Master's Degree, Accounting
College of Charleston 2010 — 2014
Bachelor of Science (BS), Accounting
Diana Gannon's OJM Group Experience February 2009 - Present
Job Senior Administrative Assistant & Client Service Representative
Industry Financial Services
Experience
OJM Group February 2009 - Present
Carew International August 2008 - February 2009
Sibcy Cline Realtors June 2000 - August 2008
Skills
Sales, Team Building, Customer Service, Leadership, Coaching, Real Estate, Marketing Strategy, Small Business, Account Management, Selling, Notary Public, Problem Solving, Negotiation, Notary, Business Development, Sales Management, Contract Negotiation, Strategic Planning, Training, Sales Process, Customer Relations, Marketing Management, Time Management, Public Speaking, Resource Management, Service Delivery, Communication, Opportunity..., Account Leadership, Marketing
Education
DeVry University 2006 — 2009
Bachelor's degree, marketing
University of Cincinnati College of Business 1977 — 1979
xavier university, General Studies
OJM Group February 2009 - Present
Carew International August 2008 - February 2009
Sibcy Cline Realtors June 2000 - August 2008
Skills
Sales, Team Building, Customer Service, Leadership, Coaching, Real Estate, Marketing Strategy, Small Business, Account Management, Selling, Notary Public, Problem Solving, Negotiation, Notary, Business Development, Sales Management, Contract Negotiation, Strategic Planning, Training, Sales Process, Customer Relations, Marketing Management, Time Management, Public Speaking, Resource Management, Service Delivery, Communication, Opportunity..., Account Leadership, Marketing
Education
DeVry University 2006 — 2009
Bachelor's degree, marketing
University of Cincinnati College of Business 1977 — 1979
xavier university, General Studies
Michael Lewellen, CFP®'s OJM Group Experience October 2003 - Present
Job Director of Financial Planning at OJM Group
Industry Financial Services
Experience
OJM Group October 2003 - Present
Skills
Investment Advisory, Wealth Management, Asset Protection, Financial Planning, Retirement Planning, Investments, Estate Planning, Asset Allocation, Retirement, Portfolio Management, Financial Analysis, Investment Strategies, Financial Advisory, Wealth Management..., High Net Worth..., Wealth, Mutual Funds, Investment Management, Securities, Asset Management
Education
University of Kentucky 1999 — 2003
Greenwood
OJM Group October 2003 - Present
Skills
Investment Advisory, Wealth Management, Asset Protection, Financial Planning, Retirement Planning, Investments, Estate Planning, Asset Allocation, Retirement, Portfolio Management, Financial Analysis, Investment Strategies, Financial Advisory, Wealth Management..., High Net Worth..., Wealth, Mutual Funds, Investment Management, Securities, Asset Management
Education
University of Kentucky 1999 — 2003
Greenwood
David Mandell's OJM Group Experience January 1998 - Present
Job OJM Group and Guardian Publishing
Industry Financial Services
Experience
OJM Group January 1998 - Present
Guardian Publishing, LLC 1998 - Present
Law Office of David B. Mandell, PC January 1996 - Present
Skills
Entrepreneurship, Investments, Estate Planning, Publishing, Finance, Public Speaking, Strategic Planning, Wealth, Marketing Strategy, Small Business, Tax, Television, High Net Worth...
Education
Harvard University 1986 — 1990
A.B., History
University of California, Los Angeles - School of Law 1991 — 1995
JD
University of California, Los Angeles - The Anderson School of Management 1992 — 1995
Master of Business Administration (MBA)
OJM Group January 1998 - Present
Guardian Publishing, LLC 1998 - Present
Law Office of David B. Mandell, PC January 1996 - Present
Skills
Entrepreneurship, Investments, Estate Planning, Publishing, Finance, Public Speaking, Strategic Planning, Wealth, Marketing Strategy, Small Business, Tax, Television, High Net Worth...
Education
Harvard University 1986 — 1990
A.B., History
University of California, Los Angeles - School of Law 1991 — 1995
JD
University of California, Los Angeles - The Anderson School of Management 1992 — 1995
Master of Business Administration (MBA)