Old National Investments
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Old National Investments Employees
Employee
Years
Job
Industry
Bart Emig Bart Emig's Old National Investments Experience July 2014 - Present
Job
Industry Banking
Experience
Old National Investments July 2014 - Present
Old National Bank January 2008 - July 2014
VPS Architecture February 2002 - January 2008
Fifth Third Bank August 1998 - February 2002
Kemper CPA Group LLP February 1996 - July 1998
American General Finance January 1993 - February 1996
Skills
Employee Benefits, Human Resources, Deferred Compensation, Accounting, Financial Analysis, Benefits Administration, Portfolio Management, Financial Planning
Education
University of Evansville 1987 — 1992
Bachelor's degree, Accounting and Business Administration
Old National Investments July 2014 - Present
Old National Bank January 2008 - July 2014
VPS Architecture February 2002 - January 2008
Fifth Third Bank August 1998 - February 2002
Kemper CPA Group LLP February 1996 - July 1998
American General Finance January 1993 - February 1996
Skills
Employee Benefits, Human Resources, Deferred Compensation, Accounting, Financial Analysis, Benefits Administration, Portfolio Management, Financial Planning
Education
University of Evansville 1987 — 1992
Bachelor's degree, Accounting and Business Administration
Nathan Monroe, CFP®, MBA, MS Nathan Monroe, CFP®, MBA, MS's Old National Investments Experience September 2010 - Present
Job LPL Financial Advisor/Vice President at Old National Bank
Industry Financial Services
Experience
Old National Investments September 2010 - Present
Morgan Stanley Smith Barney September 2004 - September 2010
U.S. Army September 1999 - September 2004
Skills
Asset Management, Retirement Planning, Wealth Management, Estate Planning, 401k, 401k Rollovers, Debt Management, Risk Management, Investment Management, Stocks, Equities, Annuities, Fixed Income, ETFs, Mutual Funds, Structured Products, Business Process, Social Networking, Business Networking, Financial Analysis, Retirement, Financial Services, Fixed Annuities, Securities, Asset Managment, Credit, Financial Advisory, Financial Planners, Finance, Insurance, Wealth, Financial Planning, Small Business, Customer Service, Management, Portfolio Management, Investments, Strategic Planning
Education
College for Financial Planning 2014 — 2015
Master of Science (M.S.), Finance
College for Financial Planning 2012 — 2013
Master of Science (M.S.), Personal Financial Planning, 3.68 G.P.A.
University of Evansville 2009 — 2011
Master of Science (M.S.), Public Service Administration, 3.92 G.P.A.
The University of Texas at El Paso 2000 — 2003
Master of Business Administration (M.B.A.), General Business, 3.90 G.P.A.
Florida Southern College 1995 — 1999
Bachelor of Science (B.S.), Psychology/Sociology/Criminology, 3.72 G.P.A.
Milaca High School 1991 — 1995
Diploma, College Preparatory, 2.6 G.P.A.
Old National Investments September 2010 - Present
Morgan Stanley Smith Barney September 2004 - September 2010
U.S. Army September 1999 - September 2004
Skills
Asset Management, Retirement Planning, Wealth Management, Estate Planning, 401k, 401k Rollovers, Debt Management, Risk Management, Investment Management, Stocks, Equities, Annuities, Fixed Income, ETFs, Mutual Funds, Structured Products, Business Process, Social Networking, Business Networking, Financial Analysis, Retirement, Financial Services, Fixed Annuities, Securities, Asset Managment, Credit, Financial Advisory, Financial Planners, Finance, Insurance, Wealth, Financial Planning, Small Business, Customer Service, Management, Portfolio Management, Investments, Strategic Planning
Education
College for Financial Planning 2014 — 2015
Master of Science (M.S.), Finance
College for Financial Planning 2012 — 2013
Master of Science (M.S.), Personal Financial Planning, 3.68 G.P.A.
University of Evansville 2009 — 2011
Master of Science (M.S.), Public Service Administration, 3.92 G.P.A.
The University of Texas at El Paso 2000 — 2003
Master of Business Administration (M.B.A.), General Business, 3.90 G.P.A.
Florida Southern College 1995 — 1999
Bachelor of Science (B.S.), Psychology/Sociology/Criminology, 3.72 G.P.A.
Milaca High School 1991 — 1995
Diploma, College Preparatory, 2.6 G.P.A.
Brian Cain's Old National Investments Experience January 2011 - August 2015
Job Vice President Investments Financial Advisor Wells Fargo Advisors LLC.
Industry Financial Services
Experience
Wells Fargo Advisors LLC August 2015 - Present
Peak Advisor Alliance 2014 - Present
Old National Investments January 2011 - August 2015
Old National Bank October 2002 - December 2010
Edward Jones 2000 - 2002
Education
Indiana State University - School of Business 1998 — 2000
Bachelor's degree
Robinson High 1992 — 1996
High school
Wells Fargo Advisors LLC August 2015 - Present
Peak Advisor Alliance 2014 - Present
Old National Investments January 2011 - August 2015
Old National Bank October 2002 - December 2010
Edward Jones 2000 - 2002
Education
Indiana State University - School of Business 1998 — 2000
Bachelor's degree
Robinson High 1992 — 1996
High school
Gidget Rowe's Old National Investments Experience August 2014 - Present
Job Assistant Vice President, LPL Financial Advisor at Old National Investments
Industry Investment Management
Experience
Boys & Girls Club of Lenawee January 2015 - Present
Old National Investments August 2014 - Present
Goodwill Industries of Southeastern Michigan January 2013 - Present
United Investment Services June 2007 - July 2014
Skills
Retirement Planning, Investments, Strategic Financial..., Investment Management, Finance, Investment Strategies, Insurance, Securities, 401k, Mutual Funds, Wealth Management, Life Insurance, Portfolio Management, Estate Planning, Financial Planners, Financial Services, Investment Advisory, Retirement, FINRA, Asset Allocation, Wealth, Alternative Investments, Series 7, Fixed Annuities, Tax, Cash Flow, Real Estate
Education
Siena Heights University
Business Administration
Boys & Girls Club of Lenawee January 2015 - Present
Old National Investments August 2014 - Present
Goodwill Industries of Southeastern Michigan January 2013 - Present
United Investment Services June 2007 - July 2014
Skills
Retirement Planning, Investments, Strategic Financial..., Investment Management, Finance, Investment Strategies, Insurance, Securities, 401k, Mutual Funds, Wealth Management, Life Insurance, Portfolio Management, Estate Planning, Financial Planners, Financial Services, Investment Advisory, Retirement, FINRA, Asset Allocation, Wealth, Alternative Investments, Series 7, Fixed Annuities, Tax, Cash Flow, Real Estate
Education
Siena Heights University
Business Administration
Gary Shelton's Old National Investments Experience January 1987 - Present
Job Vice President, Financial Advisor at Old National Investments offered thru LPL Financial
Industry Financial Services
Experience
Old National Investments January 1987 - Present
Skills
Series 7, Series 63, Series 65, Investment Management, Investment Advisory, Investment Strategies, Portfolio Management, Stocks, Bonds, Mutual Funds, Equities
Education
Indiana University Bloomington 1977 — 1981
BS, Education
Old National Investments January 1987 - Present
Skills
Series 7, Series 63, Series 65, Investment Management, Investment Advisory, Investment Strategies, Portfolio Management, Stocks, Bonds, Mutual Funds, Equities
Education
Indiana University Bloomington 1977 — 1981
BS, Education
Nancy Ilderton's Old National Investments Experience January 2014 - Present
Job REGISTERED INVESTMENT ASSISTANT at OLD NATIONAL INVESTMENTS
Industry Financial Services
Experience
OLD NATIONAL INVESTMENTS January 2014 - Present
Wells Fargo Bank December 2000 - February 2007
Skills
Retirement Planning, Finance, Employee Benefits, Investments, Management, Portfolio Management, Wealth Management, Financial Planning, Banking, Financial Analysis
Education
Purdue University 1978 — 1982
Bachelor of Science, Agriculture Economics
OLD NATIONAL INVESTMENTS January 2014 - Present
Wells Fargo Bank December 2000 - February 2007
Skills
Retirement Planning, Finance, Employee Benefits, Investments, Management, Portfolio Management, Wealth Management, Financial Planning, Banking, Financial Analysis
Education
Purdue University 1978 — 1982
Bachelor of Science, Agriculture Economics
David Grossnickle's Old National Investments Experience May 2008 - Present
Job LPL Financial Advisor at Old National Investments
Industry Financial Services
Experience
Old National Investments May 2008 - Present
UBS November 2005 - May 2008
Education
Ball State University 1981 — 1985
BS, Finance
Old National Investments May 2008 - Present
UBS November 2005 - May 2008
Education
Ball State University 1981 — 1985
BS, Finance
Kevin Noll, C(k)P®,AIF® Kevin Noll, C(k)P®,AIF®'s Old National Investments Experience April 2014 - Present
Job First Vice President at Old National Investments
Industry Investment Management
Experience
Old National Investments April 2014 - Present
Tower Investment Services July 2004 - April 2014
Merrill Lynch November 2000 - July 2004
Fort Wayne National Bank 1991 - 1998
Skills
Strategic Financial..., Retirement, 401k, Wealth Management, Public Speaking, Financial Planning, Customer Relations
Education
Center for Fiduciary Studies 2013 — 2013
AIF Designation, Fiduciary Standards of Care
TRAU in collaboration w/ UCLA Anderson School of Management Executive Education 2010 — 2013
C(k)P®, C(k)P® Certified 401(k) Professional
Indiana University-Purdue University at Fort Wayne 1990 — 1994
MBA, Finance
Wabash College 1983 — 1987
BA, Economics
Bishop Luers High School 1979 — 1983
HS, Colleg Prep
St. Henry 1971 — 1979
Old National Investments April 2014 - Present
Tower Investment Services July 2004 - April 2014
Merrill Lynch November 2000 - July 2004
Fort Wayne National Bank 1991 - 1998
Skills
Strategic Financial..., Retirement, 401k, Wealth Management, Public Speaking, Financial Planning, Customer Relations
Education
Center for Fiduciary Studies 2013 — 2013
AIF Designation, Fiduciary Standards of Care
TRAU in collaboration w/ UCLA Anderson School of Management Executive Education 2010 — 2013
C(k)P®, C(k)P® Certified 401(k) Professional
Indiana University-Purdue University at Fort Wayne 1990 — 1994
MBA, Finance
Wabash College 1983 — 1987
BA, Economics
Bishop Luers High School 1979 — 1983
HS, Colleg Prep
St. Henry 1971 — 1979
Nancy Ilderton's Old National Investments Experience January 2014 - Present
Job LPL REGISTERED ADMINISTRATIVE ASSISTANT
Industry Financial Services
Experience
Old National Investments January 2014 - Present
First Farmers Bank & Trust December 2010 - October 2013
Raymond James Financial June 2009 - June 2010
Wells Fargo Bank June 2001 - June 2009
Skills
Series 7 and 63..., Securities, Series 7, Investments, Financial Services, Insurance, Life Insurance, FINRA
Education
Purdue University 1978 — 1982
Bachelor's degree, Agricultural Economics
Maconaquah High School 1974 — 1978
Diploma
Old National Investments January 2014 - Present
First Farmers Bank & Trust December 2010 - October 2013
Raymond James Financial June 2009 - June 2010
Wells Fargo Bank June 2001 - June 2009
Skills
Series 7 and 63..., Securities, Series 7, Investments, Financial Services, Insurance, Life Insurance, FINRA
Education
Purdue University 1978 — 1982
Bachelor's degree, Agricultural Economics
Maconaquah High School 1974 — 1978
Diploma
Caleb Hughes Caleb Hughes's Old National Investments Experience October 2011 - December 2012
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2012 - Present
Old National Investments October 2011 - December 2012
Northwestern Mutual March 2008 - October 2011
Skills
Mutual Funds, Fixed Annuities, Life Insurance, Variable Annuities, 401k, Saving for Education, Equity Investments, Estate Considerations, Edward Jones Advisory..., Long Term Care Insurance, Retirement Plan..., Fixed Income Investments
Education
University of Southern Indiana 2006 — 2008
Bachlors of Science, Finance
John A Logan College 2003 — 2005
Associate of Science (A.S.), Finance, General
Edward Jones December 2012 - Present
Old National Investments October 2011 - December 2012
Northwestern Mutual March 2008 - October 2011
Skills
Mutual Funds, Fixed Annuities, Life Insurance, Variable Annuities, 401k, Saving for Education, Equity Investments, Estate Considerations, Edward Jones Advisory..., Long Term Care Insurance, Retirement Plan..., Fixed Income Investments
Education
University of Southern Indiana 2006 — 2008
Bachlors of Science, Finance
John A Logan College 2003 — 2005
Associate of Science (A.S.), Finance, General
Paul E. Puckett, Jr's Old National Investments Experience 2005 - 2009
Job Retired
Industry Restaurants
Experience
n/a June 2013 - Present
Witoga, Inc. August 2009 - June 2013
Old National Investments 2005 - 2009
Heavenly Ham Cafes 2000 - 2005
Burger King Corporation 1995 - 2000
Long John Silver's 1974 - 1995
Skills
Strategic Financial..., Retirement Planning, Small Business, Finance, Insurance, Estate Planning, Marketing, Banking, Fixed Annuities, Personal Finance, Bonds, Restaurant Management, Restaurants, Food Service, Multi-unit, Sales, P&L, Operations Management, Business
Education
University of Kentucky 1968 — 1972
Business Administration and Management, General
n/a June 2013 - Present
Witoga, Inc. August 2009 - June 2013
Old National Investments 2005 - 2009
Heavenly Ham Cafes 2000 - 2005
Burger King Corporation 1995 - 2000
Long John Silver's 1974 - 1995
Skills
Strategic Financial..., Retirement Planning, Small Business, Finance, Insurance, Estate Planning, Marketing, Banking, Fixed Annuities, Personal Finance, Bonds, Restaurant Management, Restaurants, Food Service, Multi-unit, Sales, P&L, Operations Management, Business
Education
University of Kentucky 1968 — 1972
Business Administration and Management, General
Greg Teschke's Old National Investments Experience August 2011 - Present
Job LPL Financial Advisor at Old National Investments
Industry Financial Services
Experience
Old National Investments August 2011 - Present
Peltes Trading LLC February 2002 - December 2005
Skills
Portfolio Management, Mutual Funds, Strategic Financial..., ETFs, Stocks, Fixed Income, Asset Managment, Variable Annuities
Education
DePaul University
BA, Financial Management
Old National Investments August 2011 - Present
Peltes Trading LLC February 2002 - December 2005
Skills
Portfolio Management, Mutual Funds, Strategic Financial..., ETFs, Stocks, Fixed Income, Asset Managment, Variable Annuities
Education
DePaul University
BA, Financial Management
Lavena Clark's Old National Investments Experience July 2006 - August 2009
Job Office Administrator at Transmarketing, Inc
Industry Accounting
Experience
Transmarketing, Inc November 2009 - Present
Old National Investments July 2006 - August 2009
Fifth Third Securities January 2000 - July 2005
Education
Indiana University Bloomington 2010 — 2011
Accounting
Transmarketing, Inc November 2009 - Present
Old National Investments July 2006 - August 2009
Fifth Third Securities January 2000 - July 2005
Education
Indiana University Bloomington 2010 — 2011
Accounting