Olde Discount
Industry: Company
DescriptionHeadquarters: Detroit, MI Founded: 1971 Parent organization: Ameriprise Financial Subsidiary: Ameriprise Insurance Agency of Massachusetts Inc
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Olde Discount Employees
Employee
Years
Job
Industry
Andrew Stoltmann Andrew Stoltmann's Olde Discount Experience 1994 - 1994
Job Member Board of Directors at PIABA
Industry Law Practice
Experience
PIABA May 2014 - Present
Adjunct Faculty Northwestern University School of Law January 2009 - Present
Stoltmann Law Offices, P.C. February 2005 - Present
CNBC 2005 - 2014
CNBC 2005 - 2014
Maddox, Hargett & Caruso June 1998 - February 2005
Merrill Lynch 1995 - 1996
Olde Discount 1994 - 1994
Skills
Securities Arbitration, FINRA, Securities Litigation, Securities Law, Arbitration, Appeals, Business Litigation, Claim, Civil Litigation, Commercial Litigation, Finance, Fraud, Litigation, Mediation, Securities, Securities Regulation, Trial Practice, Class Actions, Dispute Resolution, Insurance, Investments, Trials, Westlaw
Education
DePaul University 1996 — 1999
Law
University of Wisconsin-Madison 1990 — 1994
Business
PIABA May 2014 - Present
Adjunct Faculty Northwestern University School of Law January 2009 - Present
Stoltmann Law Offices, P.C. February 2005 - Present
CNBC 2005 - 2014
CNBC 2005 - 2014
Maddox, Hargett & Caruso June 1998 - February 2005
Merrill Lynch 1995 - 1996
Olde Discount 1994 - 1994
Skills
Securities Arbitration, FINRA, Securities Litigation, Securities Law, Arbitration, Appeals, Business Litigation, Claim, Civil Litigation, Commercial Litigation, Finance, Fraud, Litigation, Mediation, Securities, Securities Regulation, Trial Practice, Class Actions, Dispute Resolution, Insurance, Investments, Trials, Westlaw
Education
DePaul University 1996 — 1999
Law
University of Wisconsin-Madison 1990 — 1994
Business
Wally Waldorf Wally Waldorf's Olde Discount Experience May 1994 - August 1996
Job Finance Professional
Industry Financial Services
Experience
Lisa & Wally, Inc. August 1996 - Present
Olde Discount May 1994 - August 1996
Kams, Home of the Drinking Illini 1991 - 1993
Pizza Hut July 1986 - August 1990
Skills
Asset Allocation, 401k, Financial Advisory, IRAs, Retirement Planning, Mutual Funds, Wealth Management, Finance, Investment Strategies, Asset Management, Series 6, Series 7, Financial Services, Strategic Financial..., Retirement, Social Media Marketing, Series 63, Roth IRA, Training, Personal Finance, Investment Advisory, Financial Planning, 401k Rollovers, Long-term Care, Term Life Insurance, Wealth Management..., Management, Wealth Preservation, Estate Planning, Retirement Plan..., Wealth Accumulation, Asset Managment, Sales, Strategic Planning
Education
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelors, Economics/Finance
Wethersfield High School 1985 — 1989
High School, Salutatorian
Lisa & Wally, Inc. August 1996 - Present
Olde Discount May 1994 - August 1996
Kams, Home of the Drinking Illini 1991 - 1993
Pizza Hut July 1986 - August 1990
Skills
Asset Allocation, 401k, Financial Advisory, IRAs, Retirement Planning, Mutual Funds, Wealth Management, Finance, Investment Strategies, Asset Management, Series 6, Series 7, Financial Services, Strategic Financial..., Retirement, Social Media Marketing, Series 63, Roth IRA, Training, Personal Finance, Investment Advisory, Financial Planning, 401k Rollovers, Long-term Care, Term Life Insurance, Wealth Management..., Management, Wealth Preservation, Estate Planning, Retirement Plan..., Wealth Accumulation, Asset Managment, Sales, Strategic Planning
Education
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelors, Economics/Finance
Wethersfield High School 1985 — 1989
High School, Salutatorian
Richard Griswold, CFP® EA Richard Griswold, CFP® EA's Olde Discount Experience 1995 - 1998
Job Owner at Griswold Capital Strategies, Asset Management, 401k, IRA Rollovers, Financial Planning, Tax Preparation
Industry Investment Management
Experience
Griswold Capital Strategies August 2011 - Present
Merrill Lynch July 2007 - August 2011
Morgan Stanley January 1999 - July 2007
Olde Discount 1995 - 1998
Skills
Investment Advisory, Retirement Planning, Wealth Management, Investment Strategies, Financial Planning, Retirement, Financial Advisory, Asset Management, Series 63, Strategic Financial..., Investment Management, Asset Allocation, Investments, Series 7, Mutual Funds, Alternative Investments, Uniform Combined State..., Equities, IRAs, Estate Planning, Personal Tax Planning, Tax Preparation
Education
The American College 2003 — 2004
Financial Planning
Griswold Capital Strategies August 2011 - Present
Merrill Lynch July 2007 - August 2011
Morgan Stanley January 1999 - July 2007
Olde Discount 1995 - 1998
Skills
Investment Advisory, Retirement Planning, Wealth Management, Investment Strategies, Financial Planning, Retirement, Financial Advisory, Asset Management, Series 63, Strategic Financial..., Investment Management, Asset Allocation, Investments, Series 7, Mutual Funds, Alternative Investments, Uniform Combined State..., Equities, IRAs, Estate Planning, Personal Tax Planning, Tax Preparation
Education
The American College 2003 — 2004
Financial Planning
Leslie Kwasneski Leslie Kwasneski's Olde Discount Experience 1989 - 1995
Job Senior Financial Project Analyst at ABB Inc.
Industry Accounting
Experience
ABB Inc. November 2014 - Present
Durr Systems, Inc. November 1999 - November 2014
Connor Corporation 1995 - 1999
Olde Discount 1989 - 1995
Skills
SAP, JD Edwards, Microsoft Excel, Microsoft Office, Microsoft Word, Notary Public, Project Management, Process Improvement, Accounting, Accounts Receivable, Automotive, General Ledger, Budgets, Analysis
Education
Oakland University 1984 — 1989
BS, Accounting & Finance
ABB Inc. November 2014 - Present
Durr Systems, Inc. November 1999 - November 2014
Connor Corporation 1995 - 1999
Olde Discount 1989 - 1995
Skills
SAP, JD Edwards, Microsoft Excel, Microsoft Office, Microsoft Word, Notary Public, Project Management, Process Improvement, Accounting, Accounts Receivable, Automotive, General Ledger, Budgets, Analysis
Education
Oakland University 1984 — 1989
BS, Accounting & Finance
Ray Dahman, MBA Ray Dahman, MBA's Olde Discount Experience 1998 - 1998
Job IT & Financial Professional
Industry Information Technology and Services
Experience
Trace3 2011 - Present
GapZap Dental Staffing 2008 - 2012
E*TRADE Financial 2005 - 2008
E*TRADE Financial 2001 - 2005
TD Waterhouse 1998 - 2001
OLDE Discount 1998 - 1998
Block Trading 1997 - 1998
Skills
Leadership Development, Trading, Staff Development, New Business Development, Coaching, Business Development, Sales Management, Team Building, Sales, Employee Relations, Budgeting, Marketing, Written Communication, Recruitment, Equity Trading, Team Leadership, Strategic Planning, Employee Development, Project Management, Planning/Organizing, Negotiating, Persuading, Organizational..., Action Planning, Analyzing, Critical Thinking, Customer Service, Relationship Management, Operations, Problem Solving, Financial Markets, Financial Planning, Accounts Receivable, Customer Retention, Long-Range Planning, Marketing Management, Performance Improvement, Vendor Partnerships, Key Account Management, Market Research, Negotiation, Sales Process, Sales Operations, Budgets, Strategic Financial...
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
Master of Business Administration (MBA), Executive MBA, 3.73
Ithaca College
Bachelor of Arts (BA), Biology
Trace3 2011 - Present
GapZap Dental Staffing 2008 - 2012
E*TRADE Financial 2005 - 2008
E*TRADE Financial 2001 - 2005
TD Waterhouse 1998 - 2001
OLDE Discount 1998 - 1998
Block Trading 1997 - 1998
Skills
Leadership Development, Trading, Staff Development, New Business Development, Coaching, Business Development, Sales Management, Team Building, Sales, Employee Relations, Budgeting, Marketing, Written Communication, Recruitment, Equity Trading, Team Leadership, Strategic Planning, Employee Development, Project Management, Planning/Organizing, Negotiating, Persuading, Organizational..., Action Planning, Analyzing, Critical Thinking, Customer Service, Relationship Management, Operations, Problem Solving, Financial Markets, Financial Planning, Accounts Receivable, Customer Retention, Long-Range Planning, Marketing Management, Performance Improvement, Vendor Partnerships, Key Account Management, Market Research, Negotiation, Sales Process, Sales Operations, Budgets, Strategic Financial...
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
Master of Business Administration (MBA), Executive MBA, 3.73
Ithaca College
Bachelor of Arts (BA), Biology
Jennifer McCallion Jennifer McCallion's Olde Discount Experience 1996 - 1998
Job Treasury Analyst at Ameriprise Advisor Services, Inc
Industry Financial Services
Experience
Ameriprise Advisor Service, Inc October 2008 - 2009
Ameriprise Advisor Services, Inc. 2008 - 2009
H&R Block Financial Advisors 2001 - 2008
Olde Discount Brokerage 1996 - 2001
Olde Discount 1996 - 1998
Education
Eastern Michigan University
BA, Accounting
Ameriprise Advisor Service, Inc October 2008 - 2009
Ameriprise Advisor Services, Inc. 2008 - 2009
H&R Block Financial Advisors 2001 - 2008
Olde Discount Brokerage 1996 - 2001
Olde Discount 1996 - 1998
Education
Eastern Michigan University
BA, Accounting
Chad Carrigan Chad Carrigan's Olde Discount Experience 1995 - 1998
Job Whole Loan Trader
Industry Banking
Experience
First National Bank of America October 2010 - Present
First National Bank of America January 2003 - October 2010
Olde Discount 1995 - 1998
Skills
Real Estate Transactions, Loans, Residential Mortgages, Secondary Market, Credit, Mortgage Lending, Asset Management, Residential Homes, Real Estate, Commercial Lending, Credit Analysis, Banking, Loan Origination, Portfolio Management, Commercial Real Estate, Investment Properties, Real Estate Economics, Underwriting, Mortgage Banking, Refinance, Due Diligence, Commercial Mortgages, Real Estate Financing, Loss Mitigation, Valuation, Investments
Education
Thomas M. Cooley Law School 2000 — 2005
Doctor of Law (J.D.), Business Transactions
Michigan State University 1992 — 1995
B.A., Eli Broad School of Business
First National Bank of America October 2010 - Present
First National Bank of America January 2003 - October 2010
Olde Discount 1995 - 1998
Skills
Real Estate Transactions, Loans, Residential Mortgages, Secondary Market, Credit, Mortgage Lending, Asset Management, Residential Homes, Real Estate, Commercial Lending, Credit Analysis, Banking, Loan Origination, Portfolio Management, Commercial Real Estate, Investment Properties, Real Estate Economics, Underwriting, Mortgage Banking, Refinance, Due Diligence, Commercial Mortgages, Real Estate Financing, Loss Mitigation, Valuation, Investments
Education
Thomas M. Cooley Law School 2000 — 2005
Doctor of Law (J.D.), Business Transactions
Michigan State University 1992 — 1995
B.A., Eli Broad School of Business
Derek G. Frosh, CFP®, CIMA®'s Olde Discount Experience 1995 - 1997
Job Senior Vice President Wealth Management, Portfolio Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2013 - Present
Wells Fargo Advisors, LLC January 2001 - January 2013
AmSouth Investment Services 1997 - 2000
Olde Discount 1995 - 1997
United States Marine Corps 1987 - 1995
Skills
Series 7, Investments, Wealth Management, Finance, Portfolio Management, Management, Retirement Planning, Financial Planning, Mutual Funds, Asset Allocation, Strategic Planning, Asset Management
Education
University of Florida - Warrington College Of Business 1993 — 1995
B.S.B.A, Finance
CFA Institute 2012 — 2014
Level II CFA Candidate
Certified Financial Planning Board of Standards, Inc. 2008 — 2008
CFP®, Certified Financial Planner®
University of Pennsylvania - The Wharton School 2008 — 2008
CIMA®, IMCA - Certified Investment Management Analyst® Program
Defense Language Institute, Monterey, CA 1988 — 1989
Certificate in Russian
UBS Financial Services, Inc. January 2013 - Present
Wells Fargo Advisors, LLC January 2001 - January 2013
AmSouth Investment Services 1997 - 2000
Olde Discount 1995 - 1997
United States Marine Corps 1987 - 1995
Skills
Series 7, Investments, Wealth Management, Finance, Portfolio Management, Management, Retirement Planning, Financial Planning, Mutual Funds, Asset Allocation, Strategic Planning, Asset Management
Education
University of Florida - Warrington College Of Business 1993 — 1995
B.S.B.A, Finance
CFA Institute 2012 — 2014
Level II CFA Candidate
Certified Financial Planning Board of Standards, Inc. 2008 — 2008
CFP®, Certified Financial Planner®
University of Pennsylvania - The Wharton School 2008 — 2008
CIMA®, IMCA - Certified Investment Management Analyst® Program
Defense Language Institute, Monterey, CA 1988 — 1989
Certificate in Russian
Kimberly K. Bates Kimberly K. Bates's Olde Discount Experience January 1997 - December 1997
Job Children's Advocate/Teen Mentor/Accounting Professional
Industry Accounting
Experience
The Children's Center of Wayne County (Detroit) 2004 - Present
PNC February 2009 - Present
National City Bank February 2009 - 2011
Shore Mortgage June 2006 - July 2007
Johnson Controls 2000 - 2000
Robert Half International January 1999 - December 1999
Mortgage Corporation of America January 1998 - December 1998
Olde Discount January 1997 - December 1997
Chase Bank January 1996 - December 1996
Marygrove College 1991 - 1995
Skills
Excel, Customer Service, Accounting, Microsoft Word, Management Consulting, Account Management, Sales, Organizational..., Strategic Planning, HTML, Time Management, Lotus Notes, Employee Relations, PowerPoint, Event Management, Team Leadership, Team Building, Performance Management, Leadership Development, Auditing, Fundraising, Invoicing, Event Planning, Human Resources, Microsoft Excel, Social Networking, Administrative..., Data Entry, Account Reconciliation, Outlook, Access, Software Documentation, Training, Management, Program Management, Teamwork, Business Development, Microsoft Office, Contract Negotiation, Analysis, General Ledger, Coaching, Leadership, Public Speaking, New Business Development, Internal Audit, Employee Benefits, Budgets, Business Analysis, Staff Development
Education
Madonna University 2012 — 2016
Bachelor of Arts (BA), Social Psychology
Marygrove College 2005 — 2009
Associate's degree, Accounting and Business Management, 3.00/4.00
Schoolcraft College 1996 — 2003
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities, 3.10/4.00
Cass Technical HIgh School 1986 — 1990
Diploma, College Prep, 3.00/4.00
The Children's Center of Wayne County (Detroit) 2004 - Present
PNC February 2009 - Present
National City Bank February 2009 - 2011
Shore Mortgage June 2006 - July 2007
Johnson Controls 2000 - 2000
Robert Half International January 1999 - December 1999
Mortgage Corporation of America January 1998 - December 1998
Olde Discount January 1997 - December 1997
Chase Bank January 1996 - December 1996
Marygrove College 1991 - 1995
Skills
Excel, Customer Service, Accounting, Microsoft Word, Management Consulting, Account Management, Sales, Organizational..., Strategic Planning, HTML, Time Management, Lotus Notes, Employee Relations, PowerPoint, Event Management, Team Leadership, Team Building, Performance Management, Leadership Development, Auditing, Fundraising, Invoicing, Event Planning, Human Resources, Microsoft Excel, Social Networking, Administrative..., Data Entry, Account Reconciliation, Outlook, Access, Software Documentation, Training, Management, Program Management, Teamwork, Business Development, Microsoft Office, Contract Negotiation, Analysis, General Ledger, Coaching, Leadership, Public Speaking, New Business Development, Internal Audit, Employee Benefits, Budgets, Business Analysis, Staff Development
Education
Madonna University 2012 — 2016
Bachelor of Arts (BA), Social Psychology
Marygrove College 2005 — 2009
Associate's degree, Accounting and Business Management, 3.00/4.00
Schoolcraft College 1996 — 2003
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities, 3.10/4.00
Cass Technical HIgh School 1986 — 1990
Diploma, College Prep, 3.00/4.00
Lou Feldman Lou Feldman's Olde Discount Experience 1992 - 1992
Job Senior Portfolio Analyst at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management April 2010 - Present
Wells Capital Management October 2007 - April 2010
Hoefer & Arnett, Inc. 2000 - 2006
Red Chip Review 1998 - 2000
First Trust Advisors/Nike Securities March 1994 - July 1997
Olde Discount 1992 - 1992
Skills
Investments, Financial Analysis, Equities, Research, Portfolio Management, Asset Managment, Hedge Funds, Equity Research, Valuation, Financial Modeling, Fixed Income, Bloomberg, Risk Management, Mergers, Capital Markets, Mutual Funds, Wealth Management, Corporate Finance, Due Diligence, Equity Valuation, Credit, Business Strategy, Asset Allocation, Investment Strategies, Finance, Banking, Alternative Investments, Asset Management
Education
The Pennsylvania State University 1989 — 1991
MBA, Finance
Cornell College 1983 — 1987
BSS, Ecnonomics, Music
Bell School, Locust Jr. High, New Trier 1970 — 1983
Wells Capital Management April 2010 - Present
Wells Capital Management October 2007 - April 2010
Hoefer & Arnett, Inc. 2000 - 2006
Red Chip Review 1998 - 2000
First Trust Advisors/Nike Securities March 1994 - July 1997
Olde Discount 1992 - 1992
Skills
Investments, Financial Analysis, Equities, Research, Portfolio Management, Asset Managment, Hedge Funds, Equity Research, Valuation, Financial Modeling, Fixed Income, Bloomberg, Risk Management, Mergers, Capital Markets, Mutual Funds, Wealth Management, Corporate Finance, Due Diligence, Equity Valuation, Credit, Business Strategy, Asset Allocation, Investment Strategies, Finance, Banking, Alternative Investments, Asset Management
Education
The Pennsylvania State University 1989 — 1991
MBA, Finance
Cornell College 1983 — 1987
BSS, Ecnonomics, Music
Bell School, Locust Jr. High, New Trier 1970 — 1983
David Kasper David Kasper's Olde Discount Experience November 1993 - February 2000
Job Sales Supervision Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Multi-Bank Securities, Inc. April 2013 - March 2014
BondDesk Group LLC April 2012 - February 2013
BondDesk Group LLC August 2011 - March 2012
BondDesk Group LLC December 2010 - July 2011
Ameriprise Financial November 2008 - June 2010
H&R Block Financial Advisors February 2000 - October 2008
Olde Discount November 1993 - February 2000
Waterhouse Securities September 1988 - July 1993
Skills
Fixed Income, Securities, Portfolio Management, Sales, Financial Advisory, Management, Trading, Series 7, Series 63, Bonds, Series 24, Equities, Bloomberg, Capital Markets, Derivatives, Financial Services, Investment Strategies, Investments, Trading Systems, Risk Management, Options, Insurance, Strategic Financial..., Strategy, Finance, Financial Markets, Financial Analysis, Banking, Mutual Funds, Electronic Trading
Education
Eastern Michigan University 1982 — 1985
Bachelors, Finance - Investment Analysis
Ameriprise Financial Services, Inc. March 2014 - Present
Multi-Bank Securities, Inc. April 2013 - March 2014
BondDesk Group LLC April 2012 - February 2013
BondDesk Group LLC August 2011 - March 2012
BondDesk Group LLC December 2010 - July 2011
Ameriprise Financial November 2008 - June 2010
H&R Block Financial Advisors February 2000 - October 2008
Olde Discount November 1993 - February 2000
Waterhouse Securities September 1988 - July 1993
Skills
Fixed Income, Securities, Portfolio Management, Sales, Financial Advisory, Management, Trading, Series 7, Series 63, Bonds, Series 24, Equities, Bloomberg, Capital Markets, Derivatives, Financial Services, Investment Strategies, Investments, Trading Systems, Risk Management, Options, Insurance, Strategic Financial..., Strategy, Finance, Financial Markets, Financial Analysis, Banking, Mutual Funds, Electronic Trading
Education
Eastern Michigan University 1982 — 1985
Bachelors, Finance - Investment Analysis
James Murphy, CFP James Murphy, CFP's Olde Discount Experience 1993 - 1996
Job Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2009 - Present
Merrill Lynch December 1996 - April 2009
Olde Discount 1993 - 1996
Education
University of South Carolina-Columbia 1987 — 1991
University of South Carolina-Columbia 1987 — 1991
University of South Carolina-Columbia 1987 — 1991
Bachelor of Science (B.S.), Finance
Ameriprise Financial Services, Inc. April 2009 - Present
Merrill Lynch December 1996 - April 2009
Olde Discount 1993 - 1996
Education
University of South Carolina-Columbia 1987 — 1991
University of South Carolina-Columbia 1987 — 1991
University of South Carolina-Columbia 1987 — 1991
Bachelor of Science (B.S.), Finance
Steve Miocic Steve Miocic's Olde Discount Experience 1997 - 2000
Job Vice President
Industry Banking
Experience
Northern Trust Corporation August 2014 - Present
Northern Trust January 2001 - Present
Northern Trust February 2001 - August 2014
Northern 2001 - 2011
Olde Discount 1997 - 2000
Skills
Securities, Equities
Education
Northern Illinois University 1995 — 1998
Northern Trust Corporation August 2014 - Present
Northern Trust January 2001 - Present
Northern Trust February 2001 - August 2014
Northern 2001 - 2011
Olde Discount 1997 - 2000
Skills
Securities, Equities
Education
Northern Illinois University 1995 — 1998
Alan Stalter Alan Stalter's Olde Discount Experience 1992 - 1998
Job REO Specialist at Elite REO Services
Industry Real Estate
Experience
Elite REO Services November 2009 - Present
Goedert Real Estate November 2008 - November 2009
Laker Group September 2002 - September 2008
Maximum Financial January 1998 - September 2002
Olde Discount Stockbrokers December 1992 - January 1998
Olde Discount 1992 - 1998
Skills
Real Estate, REO, Short Sales, Finance, Real Estate Development, Selling, Sales, Listings, Relocation, Residential Homes, Mortgage Lending, Investors, Single Family Homes, Foreclosures, Sellers, Buyers, Income Properties, HUD, Loans, Buyer Representation
Education
Michigan State University 1987 — 1991
Bachelor of Arts, Finance
Elite REO Services November 2009 - Present
Goedert Real Estate November 2008 - November 2009
Laker Group September 2002 - September 2008
Maximum Financial January 1998 - September 2002
Olde Discount Stockbrokers December 1992 - January 1998
Olde Discount 1992 - 1998
Skills
Real Estate, REO, Short Sales, Finance, Real Estate Development, Selling, Sales, Listings, Relocation, Residential Homes, Mortgage Lending, Investors, Single Family Homes, Foreclosures, Sellers, Buyers, Income Properties, HUD, Loans, Buyer Representation
Education
Michigan State University 1987 — 1991
Bachelor of Arts, Finance
Anthony Michewicz Anthony Michewicz's Olde Discount Experience 1987 - 1999
Job Disaster Recovery Coordinator at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company June 2010 - Present
Ameriprise Financial November 2008 - April 2010
Ameriprise Advisor Services, Inc. November 2008 - April 2010
H&R Block Financial Advisors December 1999 - October 2008
H&R Block Financial Advisors 1999 - 2008
Olde Discount Corporation 1987 - 1999
olde discount 1987 - 1999
Education
University of Detroit Mercy 1981 — 1986
Stevenson High 1978 — 1981
University of Detroit Mercy 1978 — 1981
BS, Computer Science
Ford Motor Company June 2010 - Present
Ameriprise Financial November 2008 - April 2010
Ameriprise Advisor Services, Inc. November 2008 - April 2010
H&R Block Financial Advisors December 1999 - October 2008
H&R Block Financial Advisors 1999 - 2008
Olde Discount Corporation 1987 - 1999
olde discount 1987 - 1999
Education
University of Detroit Mercy 1981 — 1986
Stevenson High 1978 — 1981
University of Detroit Mercy 1978 — 1981
BS, Computer Science
Don Tulloch Don Tulloch's Olde Discount Experience May 1992 - September 1992
Job Regional Manager at Scottrade
Industry Financial Services
Experience
Scottrade July 2013 - Present
Scottrade September 1994 - July 2013
Scottrade December 1992 - September 1994
IDS/American Express Financial Planners September 1992 - December 1992
Olde Discount May 1992 - September 1992
Skills
Leadership, Series 63, Series 24, Securities, Series 7, Sales, Financial Planners, FINRA, Training, Mutual Funds, Investments, Management, Finance, Financial Services, Equities, Options, ETFs, Bonds, Trading, Portfolio Management
Education
University of Arizona 1988 — 1992
BA, Political Science/General Business
Scottrade July 2013 - Present
Scottrade September 1994 - July 2013
Scottrade December 1992 - September 1994
IDS/American Express Financial Planners September 1992 - December 1992
Olde Discount May 1992 - September 1992
Skills
Leadership, Series 63, Series 24, Securities, Series 7, Sales, Financial Planners, FINRA, Training, Mutual Funds, Investments, Management, Finance, Financial Services, Equities, Options, ETFs, Bonds, Trading, Portfolio Management
Education
University of Arizona 1988 — 1992
BA, Political Science/General Business
Jennifer A. (Craig) Flewelling, CFA, CAIA's Olde Discount Experience May 1995 - January 1996
Job Senior Portfolio Manager at U. S. Trust, Bank of America Private Wealth Management
Industry Investment Management
Experience
U. S. Trust, Bank of America Private Wealth Management April 2007 - Present
Harris Bank November 1998 - April 2007
Hewitt Associates February 1996 - November 1998
OLDE Discount May 1995 - January 1996
Skills
Asset Allocation, Investments, High Net Worth..., Portfolio Management, Wealth Management, Investment Strategies, Alternative Investments, Asset Management, Equities, Financial Analysis, Investment Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1998
MBA (with distinction), Finance
Miami University (Oxford, OH) 1991 — 1995
BS, Finance
Eastlake North High School 1987 — 1991
U. S. Trust, Bank of America Private Wealth Management April 2007 - Present
Harris Bank November 1998 - April 2007
Hewitt Associates February 1996 - November 1998
OLDE Discount May 1995 - January 1996
Skills
Asset Allocation, Investments, High Net Worth..., Portfolio Management, Wealth Management, Investment Strategies, Alternative Investments, Asset Management, Equities, Financial Analysis, Investment Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1998
MBA (with distinction), Finance
Miami University (Oxford, OH) 1991 — 1995
BS, Finance
Eastlake North High School 1987 — 1991
Pete Carmasino Pete Carmasino's Olde Discount Experience 1992 - 1999
Job Helping Clients Create Lifetime Income Streams And Protect Assets
Industry Investment Management
Experience
NewBridge Retirement Advisors April 2012 - Present
Lewtan October 2011 - September 2012
PNC Investments August 2010 - October 2011
Beacon Capital Strategies September 2009 - August 2010
Trivest Financial Group November 2006 - September 2009
Wachovia Securities April 2002 - November 2006
Lehman Brothers March 2001 - April 2002
Prudential Securities 1999 - 2001
Olde Discount 1992 - 1999
Education
Fairleigh Dickinson University
Bachelor of Science (BS), Business Management and Finance
McCorristin HS
NewBridge Retirement Advisors April 2012 - Present
Lewtan October 2011 - September 2012
PNC Investments August 2010 - October 2011
Beacon Capital Strategies September 2009 - August 2010
Trivest Financial Group November 2006 - September 2009
Wachovia Securities April 2002 - November 2006
Lehman Brothers March 2001 - April 2002
Prudential Securities 1999 - 2001
Olde Discount 1992 - 1999
Education
Fairleigh Dickinson University
Bachelor of Science (BS), Business Management and Finance
McCorristin HS
Mark Strube Mark Strube's Olde Discount Experience January 1995 - December 1996
Job Captain at Abracadabra USA 50
Industry Health, Wellness and Fitness
Experience
eVantage Financial September 2014 - Present
Abracadabra USA 50 September 2014 - Present
Next Level Sailing February 2013 - Present
Recovery Pump January 2012 - Present
StrubeSailing January 1997 - Present
Florida Rigging and Hydraulics May 2003 - November 2010
Victory Challenge November 2006 - June 2007
One World Challenge July 2001 - January 2003
Olde Discount January 1995 - December 1996
Skills
Boating, Rigging, Winch Maintenance, Deliveries, Sailing, Yachting, Boat, Maritime, Event Management, Sports, Sponsorship, Event Planning, Team Building, Strategic Planning, Management, Social Media, Customer Service, New Business Development, Marketing Strategy, Microsoft Office, Project Management, Logistics, Team Leadership, Budgets, Maintenance & Repair, Contract Negotiation, Sales Management, Public Speaking, Coaching, Marketing, Leadership, Social Networking, Teamwork, Sales, Entrepreneurship, Public Relations, Time Management, Navigation, Training, Scuba Diving, Athletics, Sports Marketing, Social Media Marketing, Small Business, Leadership Development, Racing, Negotiation, Business Strategy, Operations Management, Project Planning
Education
University of Miami - School of Business 1992 — 1994
Masters in Business Administration, Business management., 3.4
Northern Michigan University 1987 — 1992
Bachelors, Business Management
eVantage Financial September 2014 - Present
Abracadabra USA 50 September 2014 - Present
Next Level Sailing February 2013 - Present
Recovery Pump January 2012 - Present
StrubeSailing January 1997 - Present
Florida Rigging and Hydraulics May 2003 - November 2010
Victory Challenge November 2006 - June 2007
One World Challenge July 2001 - January 2003
Olde Discount January 1995 - December 1996
Skills
Boating, Rigging, Winch Maintenance, Deliveries, Sailing, Yachting, Boat, Maritime, Event Management, Sports, Sponsorship, Event Planning, Team Building, Strategic Planning, Management, Social Media, Customer Service, New Business Development, Marketing Strategy, Microsoft Office, Project Management, Logistics, Team Leadership, Budgets, Maintenance & Repair, Contract Negotiation, Sales Management, Public Speaking, Coaching, Marketing, Leadership, Social Networking, Teamwork, Sales, Entrepreneurship, Public Relations, Time Management, Navigation, Training, Scuba Diving, Athletics, Sports Marketing, Social Media Marketing, Small Business, Leadership Development, Racing, Negotiation, Business Strategy, Operations Management, Project Planning
Education
University of Miami - School of Business 1992 — 1994
Masters in Business Administration, Business management., 3.4
Northern Michigan University 1987 — 1992
Bachelors, Business Management
Jay Blackmon's Olde Discount Experience 1993 - 1996
Job Director of Sales at Crown Data Systems
Industry Computer Software
Experience
Crown Data Systems March 2015 - Present
National Account Sales Management Leadership in Greater Atlanta 2013 - Present
CoStar Real Estate Manager February 2014 - March 2015
Top Flight Concepts, LLC February 2013 - February 2014
Neopost April 2011 - February 2013
Audatex (formerly ADP Claims Services Group) 2000 - 2011
Audatex (formerly ADP Claims Services Group) 2000 - 2010
First Union National Bank November 1998 - December 2000
J.C. Bradford & Co 1996 - 1998
Olde Discount 1993 - 1996
Skills
Solution Selling, SaaS, CRM, Sales Process, Selling, Sales, Account Management, Customer Retention, Salesforce.com, New Business Development, Cloud Computing, Sales Presentations, Enterprise Software, Cold Calling, B2B, Software Industry, Direct Sales, Consultative Selling, Forecasting, Customer Satisfaction, Business Intelligence, Training, Complex Sales, Team Leadership, Product Marketing, Sales Operations, Long-term Customer..., Consultative Selling..., High Energy Level, Consultative Sales..., National Accounts, Software Solution Sales, Customer Acquisition, Strategic Communications, Dedication to..., Client Focus, Committed to..., Building Customer..., Software Sales, Territory..., Major Account..., Territory Penetration, Exceeding Quotas, Key Account..., Executive-Level..., Strategic & Conceptual..., Planning and Executing..., National Account..., National Account...
Education
Auburn University
BS, Business Economics
Crown Data Systems March 2015 - Present
National Account Sales Management Leadership in Greater Atlanta 2013 - Present
CoStar Real Estate Manager February 2014 - March 2015
Top Flight Concepts, LLC February 2013 - February 2014
Neopost April 2011 - February 2013
Audatex (formerly ADP Claims Services Group) 2000 - 2011
Audatex (formerly ADP Claims Services Group) 2000 - 2010
First Union National Bank November 1998 - December 2000
J.C. Bradford & Co 1996 - 1998
Olde Discount 1993 - 1996
Skills
Solution Selling, SaaS, CRM, Sales Process, Selling, Sales, Account Management, Customer Retention, Salesforce.com, New Business Development, Cloud Computing, Sales Presentations, Enterprise Software, Cold Calling, B2B, Software Industry, Direct Sales, Consultative Selling, Forecasting, Customer Satisfaction, Business Intelligence, Training, Complex Sales, Team Leadership, Product Marketing, Sales Operations, Long-term Customer..., Consultative Selling..., High Energy Level, Consultative Sales..., National Accounts, Software Solution Sales, Customer Acquisition, Strategic Communications, Dedication to..., Client Focus, Committed to..., Building Customer..., Software Sales, Territory..., Major Account..., Territory Penetration, Exceeding Quotas, Key Account..., Executive-Level..., Strategic & Conceptual..., Planning and Executing..., National Account..., National Account...
Education
Auburn University
BS, Business Economics
Joseph Shuster Joseph Shuster's Olde Discount Experience 1993 - 1995
Job Partner at Rosetta
Industry Internet
Experience
Rosetta August 2006 - Present
Accenture 1998 - 2006
Everen Securities (Wells Fargo Advisers) December 1995 - August 1998
Olde discount 1993 - 1995
Skills
E-commerce, E-commerce Strategy, E-commerce Consulting, Account Management, P&L Management, New Business Development, Program Management, Interactive Marketing, Websphere Commerce, SAP, IBM Websphere Commerce, SEO, Strategic Partnerships, Strategy, Analytics, Customer Engagement, Digital Marketing
Education
The University of Akron 1988 — 1992
BS, Finance
Rosetta August 2006 - Present
Accenture 1998 - 2006
Everen Securities (Wells Fargo Advisers) December 1995 - August 1998
Olde discount 1993 - 1995
Skills
E-commerce, E-commerce Strategy, E-commerce Consulting, Account Management, P&L Management, New Business Development, Program Management, Interactive Marketing, Websphere Commerce, SAP, IBM Websphere Commerce, SEO, Strategic Partnerships, Strategy, Analytics, Customer Engagement, Digital Marketing
Education
The University of Akron 1988 — 1992
BS, Finance
Alan Remer Alan Remer's Olde Discount Experience 2002 - 2004
Job Owner, 1800GOTJUNK?
Industry Consumer Services
Experience
YOUMOVEME January 2015 - Present
1-800-GOT-JUNK? Orlando January 2015 - Present
1-800-GOT-JUNK? of Philadelphia May 2002 - Present
Olde discount 2002 - 2004
Skills
Leadership Development, Marketing Strategy, Marketing, Start-ups, Training, Customer Service, Small Business, Team Building, Coaching, Operations Management, Sales, Negotiation, Online Advertising, Strategic Planning, Entrepreneurship, Sales Management, Business Planning, New Business Development, Franchising, Business Development, Social Networking, Social Media Marketing, Marketing Communications
Education
University of Arizona, Eller College of Management 1988 — 1992
YOUMOVEME January 2015 - Present
1-800-GOT-JUNK? Orlando January 2015 - Present
1-800-GOT-JUNK? of Philadelphia May 2002 - Present
Olde discount 2002 - 2004
Skills
Leadership Development, Marketing Strategy, Marketing, Start-ups, Training, Customer Service, Small Business, Team Building, Coaching, Operations Management, Sales, Negotiation, Online Advertising, Strategic Planning, Entrepreneurship, Sales Management, Business Planning, New Business Development, Franchising, Business Development, Social Networking, Social Media Marketing, Marketing Communications
Education
University of Arizona, Eller College of Management 1988 — 1992
Brian Losey Brian Losey's Olde Discount Experience 1994 - 1999
Job President at Carriage Financial Group, LLC
Industry Financial Services
Experience
Carriage Financial Group, LLC February 2002 - Present
TradeStation 1999 - 2002
Olde Discount 1994 - 1999
Education
Ohio University 1990 — 1994
Carriage Financial Group, LLC February 2002 - Present
TradeStation 1999 - 2002
Olde Discount 1994 - 1999
Education
Ohio University 1990 — 1994
Jeffrey Curio Jeffrey Curio's Olde Discount Experience January 1994 - March 2000
Job CPWA®, Senior Vice PresidentWealth Management, Senior Portfolio Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS January 2012 - Present
Morgan Stanley January 2005 - January 2012
Wachovia Securities March 2000 - January 2005
Olde Discount January 1994 - March 2000
Education
The University of Chicago - Booth School of Business 2010 — 2011
CPWA®, Certified Private Wealth Advisor
Northern Illinois University 1989 — 1993
Bachelors of Science, Corporate Communications
UBS January 2012 - Present
Morgan Stanley January 2005 - January 2012
Wachovia Securities March 2000 - January 2005
Olde Discount January 1994 - March 2000
Education
The University of Chicago - Booth School of Business 2010 — 2011
CPWA®, Certified Private Wealth Advisor
Northern Illinois University 1989 — 1993
Bachelors of Science, Corporate Communications
Rick Paler Rick Paler's Olde Discount Experience March 1992 - January 1993
Job President, RL Paler Investment Advisors, LLC | A FeeOnly Financial Planning Firm | Registered Investment Adviser
Industry Investment Management
Experience
RL Paler Investment Advisors, LLC 2004 - Present
Tracy Rotary Endowment July 2005 - September 2006
Private Asset Management July 2001 - January 2004
Charles Schwab & Co. February 1993 - July 2001
Olde Discount March 1992 - January 1993
Merrill Lynch January 1990 - March 1992
Edward Jones January 1988 - December 1989
Skills
Portfolio Management, Wealth Management, Retirement Planning, Investments, Finance, Strategic Planning, Estate Planning, Financial Advisory, Investment Management, Asset Allocation, Investment Advisory, Financial Planners, Strategic Financial..., Investment Strategies, Financial Analysis, Budgets, 401k Rollovers, NFL Second Career..., 401k, Stock Research, Fixed Income, Stock Market, Stock Option, NFL, USATF, MLB, NBA, NHL, USSF, USMNT, Sports Entertainment, Athlete Marketing, Football, Personal Finance, Wealth Management..., Series 7, Securities, Retirement, Wealth, Athletics, Financial Planning, Public Speaking, Event Management, Management
Education
Eastern Michigan University 1983 — 1987
B.S., Sports Medicine
Catholic Central 1979 — 1983
RL Paler Investment Advisors, LLC 2004 - Present
Tracy Rotary Endowment July 2005 - September 2006
Private Asset Management July 2001 - January 2004
Charles Schwab & Co. February 1993 - July 2001
Olde Discount March 1992 - January 1993
Merrill Lynch January 1990 - March 1992
Edward Jones January 1988 - December 1989
Skills
Portfolio Management, Wealth Management, Retirement Planning, Investments, Finance, Strategic Planning, Estate Planning, Financial Advisory, Investment Management, Asset Allocation, Investment Advisory, Financial Planners, Strategic Financial..., Investment Strategies, Financial Analysis, Budgets, 401k Rollovers, NFL Second Career..., 401k, Stock Research, Fixed Income, Stock Market, Stock Option, NFL, USATF, MLB, NBA, NHL, USSF, USMNT, Sports Entertainment, Athlete Marketing, Football, Personal Finance, Wealth Management..., Series 7, Securities, Retirement, Wealth, Athletics, Financial Planning, Public Speaking, Event Management, Management
Education
Eastern Michigan University 1983 — 1987
B.S., Sports Medicine
Catholic Central 1979 — 1983
Michael Rawlins's Olde Discount Experience 1995 - 1996
Job Principal at CenterPoint Securities
Industry Financial Services
Experience
CenterPoint Securities December 2012 - Present
CapStone Investments August 2011 - November 2012
Lightspeed Professional Trading May 2008 - August 2011
Integrity Trading February 2005 - May 2008
Maximum Financial Investment Group March 1999 - December 2005
Self Employed Trader 1997 - 1999
Olde Discount 1995 - 1996
Skills
Hedge Funds, Equity Trading, Equities
Education
Michigan State University 1988 — 1992
BA, Economics
CenterPoint Securities December 2012 - Present
CapStone Investments August 2011 - November 2012
Lightspeed Professional Trading May 2008 - August 2011
Integrity Trading February 2005 - May 2008
Maximum Financial Investment Group March 1999 - December 2005
Self Employed Trader 1997 - 1999
Olde Discount 1995 - 1996
Skills
Hedge Funds, Equity Trading, Equities
Education
Michigan State University 1988 — 1992
BA, Economics
Stephen Aubrey's Olde Discount Experience 1992 - 1999
Job Owner, Finsys Consulting, Inc.
Industry Financial Services
Experience
Finsys Consulting, Inc. Application ProgrammerH&R Block Financial Advisors1999 - 2005
Olde Discount 1992 - 1999
Education
Lawrence Technological University 1986 — 1988
Finsys Consulting, Inc. Application ProgrammerH&R Block Financial Advisors1999 - 2005
Olde Discount 1992 - 1999
Education
Lawrence Technological University 1986 — 1988
Clint Doroff's Olde Discount Experience May 1997 - May 1998
Job Institutional Sales and Client Service Professional
Industry Investment Management
Experience
Nuveen Asset Management January 2011 - Present
FAF Advisors (acquired by Nuveen Asset Management) January 2001 - December 2010
FAF Advisors (acquired by Nuveen Asset Management) June 1998 - December 2000
OLDE Discount May 1997 - May 1998
Skills
Series 7, Mutual Funds, Asset Managment, Alternative Investments, Asset Allocation, Investments, Portfolio Management, Investment Strategies, Series 63, Equities, Hedge Funds, Fixed Income, Sales Process, Institutional..., Institutional Sales, Public Speaking, Public Finance, Qualified Retirement..., Client Development, Client Relations Skills, Client Education, Networking, Retirement, Finance, Financial Services
Education
University of St. Thomas - Opus College of Business 2001 — 2007
M.B.A, Business Management
Saint John's University 1994 — 1997
BA, Business Management
Nuveen Asset Management January 2011 - Present
FAF Advisors (acquired by Nuveen Asset Management) January 2001 - December 2010
FAF Advisors (acquired by Nuveen Asset Management) June 1998 - December 2000
OLDE Discount May 1997 - May 1998
Skills
Series 7, Mutual Funds, Asset Managment, Alternative Investments, Asset Allocation, Investments, Portfolio Management, Investment Strategies, Series 63, Equities, Hedge Funds, Fixed Income, Sales Process, Institutional..., Institutional Sales, Public Speaking, Public Finance, Qualified Retirement..., Client Development, Client Relations Skills, Client Education, Networking, Retirement, Finance, Financial Services
Education
University of St. Thomas - Opus College of Business 2001 — 2007
M.B.A, Business Management
Saint John's University 1994 — 1997
BA, Business Management
David Samhat's Olde Discount Experience 1996 - 1999
Job Trader at PEAK6 Investments LP
Industry Financial Services
Experience
PEAK6 Investments LP February 2010 - Present
International Trading Group January 2009 - May 2009
E*Trade Financial 2003 - 2008
William Blair & Co 1999 - 2002
Olde Discount 1996 - 1999
Skills
Trading
Education
University of Miami - School of Business 2001 — 2002
MBA
Michigan State University 1995 — 1999
Edsel Ford High School
PEAK6 Investments LP February 2010 - Present
International Trading Group January 2009 - May 2009
E*Trade Financial 2003 - 2008
William Blair & Co 1999 - 2002
Olde Discount 1996 - 1999
Skills
Trading
Education
University of Miami - School of Business 2001 — 2002
MBA
Michigan State University 1995 — 1999
Edsel Ford High School
Jack Armstrong's Olde Discount Experience September 1989 - July 1992
Job Executive Vice President at Magnegas
Industry Financial Services
Experience
Magnegas May 2012 - Present
Northland Securities October 2009 - April 2012
Morgan Stanley January 2007 - October 2009
Nav Capital 1999 - 2005
Think Equity October 2001 - March 2002
Piper Jaffray 1992 - 1999
Olde Discount September 1989 - July 1992
Skills
Capital Markets, Trading, Equities, Series 7
Education
Arizona State University 1983 — 1989
BA, Economics
Magnegas May 2012 - Present
Northland Securities October 2009 - April 2012
Morgan Stanley January 2007 - October 2009
Nav Capital 1999 - 2005
Think Equity October 2001 - March 2002
Piper Jaffray 1992 - 1999
Olde Discount September 1989 - July 1992
Skills
Capital Markets, Trading, Equities, Series 7
Education
Arizona State University 1983 — 1989
BA, Economics
Karl Braasch's Olde Discount Experience May 1995 - March 1997
Job Fund Manager | Principal | CoFounder at OPEX Capital Management, LLC (formerly named Bristlecone Capital Management)
Industry Financial Services
Experience
OPEX Capital Management, LLC (formerly named Bristlecone Capital Management, LLC) July 2012 - Present
Penson Financial Services June 2007 - June 2012
Southwest Securities September 2002 - June 2007
Southwest Securities April 1997 - December 2004
OLDE DISCOUNT May 1995 - March 1997
Education
Tulane University 1991 — 1995
BS, Economics
Albuquerque Academy 1984 — 1991
OPEX Capital Management, LLC (formerly named Bristlecone Capital Management, LLC) July 2012 - Present
Penson Financial Services June 2007 - June 2012
Southwest Securities September 2002 - June 2007
Southwest Securities April 1997 - December 2004
OLDE DISCOUNT May 1995 - March 1997
Education
Tulane University 1991 — 1995
BS, Economics
Albuquerque Academy 1984 — 1991
Jeffrey Goldman's Olde Discount Experience 1992 - 1998
Job Partner JC Trading Group
Industry Investment Management
Experience
JC Trading Group April 2006 - Present
Natcity Investments Inc 2005 - 2006
Southwest Securities May Financial 2001 - 2004
Knight Trading Group, Knight Securities, Knight Capital Markets 1998 - 2001
Olde Discount 1992 - 1998
Skills
Equities, Trading, Options, Investments, Securities, Trading Systems, Equity Trading, Financial Markets, Capital Markets
Education
Michigan State University - The Eli Broad College of Business 1988 — 1989
Master of Business Administration (M.B.A.), Finance
Michigan State University 1984 — 1988
Bachelor’s Degree, Finance
JC Trading Group April 2006 - Present
Natcity Investments Inc 2005 - 2006
Southwest Securities May Financial 2001 - 2004
Knight Trading Group, Knight Securities, Knight Capital Markets 1998 - 2001
Olde Discount 1992 - 1998
Skills
Equities, Trading, Options, Investments, Securities, Trading Systems, Equity Trading, Financial Markets, Capital Markets
Education
Michigan State University - The Eli Broad College of Business 1988 — 1989
Master of Business Administration (M.B.A.), Finance
Michigan State University 1984 — 1988
Bachelor’s Degree, Finance
Dan Flanigan's Olde Discount Experience March 1993 - May 1998
Job Managing Director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray June 1998 - Present
Caroline Street Stables, LLC January 2007 - Present
Olde Discount March 1993 - May 1998
Education
Michigan State University 1988 — 1992
Piper Jaffray June 1998 - Present
Caroline Street Stables, LLC January 2007 - Present
Olde Discount March 1993 - May 1998
Education
Michigan State University 1988 — 1992
Patrick McGorisk's Olde Discount Experience 1994 - 2004
Job Financial Consultant at Core Wealth Consultants
Industry Financial Services
Experience
Core Wealth Consultants November 2012 - Present
H&R Block July 2005 - Present
Ameriprise Financial July 2005 - November 2012
H&R Block Financial Advisors 1986 - 2005
Olde Discount 1994 - 2004
Skills
Investments, Strategic Planning, Retirement Planning, 401k Rollovers, 401k, Sales Management
Education
Wayne State University 1989 — 1993
MBA, Finance
Michigan State University 1980 — 1984
BA, Finance
Core Wealth Consultants November 2012 - Present
H&R Block July 2005 - Present
Ameriprise Financial July 2005 - November 2012
H&R Block Financial Advisors 1986 - 2005
Olde Discount 1994 - 2004
Skills
Investments, Strategic Planning, Retirement Planning, 401k Rollovers, 401k, Sales Management
Education
Wayne State University 1989 — 1993
MBA, Finance
Michigan State University 1980 — 1984
BA, Finance
David M Clever's Olde Discount Experience 1993 - 2000
Job Financial Advisor, Associate Vice President Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2008 - Present
Ameriprise Advisor Services November 2007 - November 2008
H&R Block Financial Advisors June 2005 - November 2007
H&R Block Financial Advisors January 2000 - June 2005
Olde Discount 1993 - 2000
Skills
Accounting, Financial Reporting, Estate Planning, Series 7, Finance, Asset Allocation, Strategic Financial..., Securities, Fixed Annuities, Investments, Bonds, Retirement Planning, Mutual Funds, Wealth Management, Investment Advisory, Series 63, Sales, Alternative Investments, Uniform Combined State..., IRAs, Series 65, Portfolio Management, Equities, Fixed Income, Retirement, Asset Management, Series 24, FINRA, Financial Advisory
Education
Michigan State University 1980 — 1986
bachelor, Finance
Ameriprise Financial Services, Inc. November 2008 - Present
Ameriprise Advisor Services November 2007 - November 2008
H&R Block Financial Advisors June 2005 - November 2007
H&R Block Financial Advisors January 2000 - June 2005
Olde Discount 1993 - 2000
Skills
Accounting, Financial Reporting, Estate Planning, Series 7, Finance, Asset Allocation, Strategic Financial..., Securities, Fixed Annuities, Investments, Bonds, Retirement Planning, Mutual Funds, Wealth Management, Investment Advisory, Series 63, Sales, Alternative Investments, Uniform Combined State..., IRAs, Series 65, Portfolio Management, Equities, Fixed Income, Retirement, Asset Management, Series 24, FINRA, Financial Advisory
Education
Michigan State University 1980 — 1986
bachelor, Finance
Carrie White's Olde Discount Experience June 1997 - May 1999
Job Relationship Manager
Industry Financial Services
Experience
Charles Schwab Advisor Services September 2004 - Present
Charles Schwab May 1999 - September 2004
Olde Discount June 1997 - May 1999
Education
University of Minnesota Duluth 1993 — 1997
Bachelor of Business Administration, Finance
Charles Schwab Advisor Services September 2004 - Present
Charles Schwab May 1999 - September 2004
Olde Discount June 1997 - May 1999
Education
University of Minnesota Duluth 1993 — 1997
Bachelor of Business Administration, Finance
Stephen Whiting's Olde Discount Experience 1993 - 2009
Job
Industry Financial Services
Experience
Ameriprise Financial advisors February 1993 - November 2009
H&R Block Financial Advisors 1993 - 2009
olde discount 1993 - 2009
Adler Coleman Inc. November 1986 - September 1987
Skills
Series 7, Options, Equities, Securities, Trading, Series 63, Investment Advisory, FINRA, Equity Trading, Investments, Alternative Investments, Series 24, Mutual Funds, Technical Analysis, Trading Systems, Financial Markets, Stocks, Asset Allocation, ETFs, Hedging, Equity Derivatives, Trading Strategies, Electronic Trading, Proprietary Trading, Bonds, Investment Strategies, Fixed Income, Compliance, Excel, Derivatives, Capital Markets, Customer Relations, Traders
Education
University of Detroit Mercy 1980 — 1985
bachelor of science, business administration
Ameriprise Financial advisors February 1993 - November 2009
H&R Block Financial Advisors 1993 - 2009
olde discount 1993 - 2009
Adler Coleman Inc. November 1986 - September 1987
Skills
Series 7, Options, Equities, Securities, Trading, Series 63, Investment Advisory, FINRA, Equity Trading, Investments, Alternative Investments, Series 24, Mutual Funds, Technical Analysis, Trading Systems, Financial Markets, Stocks, Asset Allocation, ETFs, Hedging, Equity Derivatives, Trading Strategies, Electronic Trading, Proprietary Trading, Bonds, Investment Strategies, Fixed Income, Compliance, Excel, Derivatives, Capital Markets, Customer Relations, Traders
Education
University of Detroit Mercy 1980 — 1985
bachelor of science, business administration
Mark Cooperrider, CFP®'s Olde Discount Experience 1986 - 2000
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Cooperrider & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. December 2008 - Present
Cooperrider & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. 2008 - Present
H&R Block Financial Advisors 2000 - 2008
Olde Discount 1986 - 2000
Education
Miami University 1978 — 1982
Accounting, Finance
Norwalk High School
Cooperrider & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. December 2008 - Present
Cooperrider & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. 2008 - Present
H&R Block Financial Advisors 2000 - 2008
Olde Discount 1986 - 2000
Education
Miami University 1978 — 1982
Accounting, Finance
Norwalk High School
Eric Faust, CFP®'s Olde Discount Experience February 1992 - September 1994
Job Investment Advisor at Financial Engines
Industry Financial Services
Experience
Financial Engines April 2010 - Present
Chase Investment Services November 2009 - April 2010
USAA January 2005 - June 2009
Merrill Lynch June 2000 - November 2004
Simmons & Bishop October 1994 - June 2000
Olde Discount February 1992 - September 1994
Skills
Financial Planning, Portfolio Management, Derivatives, Team Leadership, Time Management, Retirement Planning, Risk Management, Securities, Wealth Management, Annuities, Retirement Income..., Equities, Fixed Income, Mutual Funds, Estate Planning, Asset Allocation, Investment Strategies, Insurance, Options, Series 65, IRAs, Investment Management, Financial Services, Strategic Financial..., Fixed Annuities, Wealth, Financial Advisory, Call Centers, 401k, Sales Management, Bonds, Business Development
Education
Michigan State University
BS, Financial Administration
Financial Engines April 2010 - Present
Chase Investment Services November 2009 - April 2010
USAA January 2005 - June 2009
Merrill Lynch June 2000 - November 2004
Simmons & Bishop October 1994 - June 2000
Olde Discount February 1992 - September 1994
Skills
Financial Planning, Portfolio Management, Derivatives, Team Leadership, Time Management, Retirement Planning, Risk Management, Securities, Wealth Management, Annuities, Retirement Income..., Equities, Fixed Income, Mutual Funds, Estate Planning, Asset Allocation, Investment Strategies, Insurance, Options, Series 65, IRAs, Investment Management, Financial Services, Strategic Financial..., Fixed Annuities, Wealth, Financial Advisory, Call Centers, 401k, Sales Management, Bonds, Business Development
Education
Michigan State University
BS, Financial Administration
Ed Snyder's Olde Discount Experience 1992 - 1993
Job Managing Director, Research Principal at Northcoast Research
Industry Financial Services
Experience
Northcoast Research Senior Equity Research AnalystFTN Midwest Securities2000 - 2009
Roulston & Company 1995 - 2000
Olde Discount 1992 - 1993
Education
The Ohio State University
BSBA, Economics
Northcoast Research Senior Equity Research AnalystFTN Midwest Securities2000 - 2009
Roulston & Company 1995 - 2000
Olde Discount 1992 - 1993
Education
The Ohio State University
BSBA, Economics
Dev M. Patel's Olde Discount Experience 1996 - 1998
Job New Accounts Supervision Principal at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
MetLife November 2011 - April 2015
Sogo Trade June 2009 - June 2011
E*TRADE Financial June 2006 - June 2009
TD Waterhouse May 1998 - April 2006
Olde Discount 1996 - 1998
Skills
Options, Series 7, Customer Service, Mutual Funds, Call Center, Investments, Equities, Banking, FINRA, Microsoft Word, Trading, Financial Services, Wealth Management, Series 63, Securities, Series 24, Call Centers, Fixed Income, Bloomberg, Derivatives
Education
New Jersey City University 1985 — 1993
BS, Accounting
New Jersey City University 1985 — 1993
Bachelor Of Science, Accounting
Bank of America Merrill Lynch June 2015 - Present
MetLife November 2011 - April 2015
Sogo Trade June 2009 - June 2011
E*TRADE Financial June 2006 - June 2009
TD Waterhouse May 1998 - April 2006
Olde Discount 1996 - 1998
Skills
Options, Series 7, Customer Service, Mutual Funds, Call Center, Investments, Equities, Banking, FINRA, Microsoft Word, Trading, Financial Services, Wealth Management, Series 63, Securities, Series 24, Call Centers, Fixed Income, Bloomberg, Derivatives
Education
New Jersey City University 1985 — 1993
BS, Accounting
New Jersey City University 1985 — 1993
Bachelor Of Science, Accounting
Doug Zack's Olde Discount Experience February 1993 - May 1996
Job Executive Vice President at D. B. French & Company Investments
Industry Financial Services
Experience
D. B. French & Company, LLC August 2013 - Present
Merrill Lynch May 1996 - August 2013
Olde Discount February 1993 - May 1996
Bloomfield Hills Schools September 1986 - January 1993
Education
Central Michigan University 1982 — 1986
Bachelor of Arts (BA), English and Theatre with Teaching Certification
Kalamazoo College 1980 — 1981
D. B. French & Company, LLC August 2013 - Present
Merrill Lynch May 1996 - August 2013
Olde Discount February 1993 - May 1996
Bloomfield Hills Schools September 1986 - January 1993
Education
Central Michigan University 1982 — 1986
Bachelor of Arts (BA), English and Theatre with Teaching Certification
Kalamazoo College 1980 — 1981
Michael Garavaglia's Olde Discount Experience 1991 - 1995
Job Special Assistant to the Chairman at Mortgage Investors Corp.
Industry Capital Markets
Experience
Northshore Holdings Group, Ltd. Special Assistant to the ChairmanMortgage Investors Corp.1998 - Present
OLDE Discount 1991 - 1995
Heritage Bank 1989 - 1991
KPMG US 1988 - 1989
Grant Thornton LLP 1986 - 1988
Skills
QuickBooks, Mergers & Acquisitions, Financial Analysis, Tax, Auditing, Mergers, Financial Modeling, Strategic Planning, Accounting, Business Strategy, Venture Capital
Education
University of Michigan
Public Accountancy
Northshore Holdings Group, Ltd. Special Assistant to the ChairmanMortgage Investors Corp.1998 - Present
OLDE Discount 1991 - 1995
Heritage Bank 1989 - 1991
KPMG US 1988 - 1989
Grant Thornton LLP 1986 - 1988
Skills
QuickBooks, Mergers & Acquisitions, Financial Analysis, Tax, Auditing, Mergers, Financial Modeling, Strategic Planning, Accounting, Business Strategy, Venture Capital
Education
University of Michigan
Public Accountancy
Scott Greenspan's Olde Discount Experience 1993 - 1994
Job financial advisor at UBS
Industry Financial Services
Experience
UBS Financial Svc Inc 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Schwab Soundview Capital Markets 1996 - 2004
Princeton Securities 1995 - 1996
Olde Discount 1993 - 1994
Education
Binghamton University 1987 — 1991
Bachelor's degree, Economics
montville hs 1984 — 1987
UBS Financial Svc Inc 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Schwab Soundview Capital Markets 1996 - 2004
Princeton Securities 1995 - 1996
Olde Discount 1993 - 1994
Education
Binghamton University 1987 — 1991
Bachelor's degree, Economics
montville hs 1984 — 1987
Jennifer Stickler's Olde Discount Experience January 1995 - January 2000
Job Financial Advisor/Branch Manager at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. June 2006 - Present
H & R Block Financial Advisors January 2000 - June 2006
Olde Discount January 1995 - January 2000
Skills
Investments, Mutual Funds, Insurance, Estate Planning, Strategic Financial..., Retirement, Portfolio Management, FINRA, Securities, Bonds, Stocks, Analysis, Financial Planners, Financial Markets, Fixed Annuities, Finance, Financial Advisory, Accounting, Series 7, Alternative Investments, 401k, Customer Service, Series 24, Financial Planning
Education
Quincy University 1993 — 1995
B.S., Finance
John Wood Community College 1991 — 1992
Associates, Business Management
Raymond James Financial Services, Inc. June 2006 - Present
H & R Block Financial Advisors January 2000 - June 2006
Olde Discount January 1995 - January 2000
Skills
Investments, Mutual Funds, Insurance, Estate Planning, Strategic Financial..., Retirement, Portfolio Management, FINRA, Securities, Bonds, Stocks, Analysis, Financial Planners, Financial Markets, Fixed Annuities, Finance, Financial Advisory, Accounting, Series 7, Alternative Investments, 401k, Customer Service, Series 24, Financial Planning
Education
Quincy University 1993 — 1995
B.S., Finance
John Wood Community College 1991 — 1992
Associates, Business Management
Jeffrey Hodgson's Olde Discount Experience 1992 - 2003
Job Financial Consultant Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Charles Schwab & Co January 2005 - January 2012
Mass Mutual - Moore Financial Group August 2003 - August 2005
H & R January 1995 - January 2003
H&R Block 1999 - 2003
Olde Discount 1992 - 2003
Olde Discount January 1992 - January 1995
Versyss Incorporated January 1991 - January 1992
Skills
Mutual Funds, Securities, Investments, Financial Planning, Series 7, Financial Services, Sales, Asset Allocation, Retirement Planning, Leadership
Education
University of Massachusetts, Amherst 1986 — 1991
BA, Finance
University of Massachusetts, Amherst
Bachelor of Business Administration, Finance
Fidelity Investments February 2012 - Present
Charles Schwab & Co January 2005 - January 2012
Mass Mutual - Moore Financial Group August 2003 - August 2005
H & R January 1995 - January 2003
H&R Block 1999 - 2003
Olde Discount 1992 - 2003
Olde Discount January 1992 - January 1995
Versyss Incorporated January 1991 - January 1992
Skills
Mutual Funds, Securities, Investments, Financial Planning, Series 7, Financial Services, Sales, Asset Allocation, Retirement Planning, Leadership
Education
University of Massachusetts, Amherst 1986 — 1991
BA, Finance
University of Massachusetts, Amherst
Bachelor of Business Administration, Finance
Sherrel Bivens's Olde Discount Experience 1999 - 2000
Job Shift Leader, Senior Software Technical Customer Support Analyst
Industry Computer Software
Experience
Electronic Data Systems 2001 - 2009
Mesaba Airlines 2001 - 2007
Olde Discount 1999 - 2000
Education
Jewish Community Center/ Jewish Vocational Service 2012 — 2013
n/a, Microsoft Office 2010
Focus-Hope Information Technologies Center 2010 — 2011
n/a, A+ Certication, Microsoft Certified Application Specialist and Certified Business Professional in Cu
Electronic Data Systems 2001 - 2009
Mesaba Airlines 2001 - 2007
Olde Discount 1999 - 2000
Education
Jewish Community Center/ Jewish Vocational Service 2012 — 2013
n/a, Microsoft Office 2010
Focus-Hope Information Technologies Center 2010 — 2011
n/a, A+ Certication, Microsoft Certified Application Specialist and Certified Business Professional in Cu
Jeffrey Dolgos's Olde Discount Experience June 1994 - October 1996
Job Vice President, Municipal Bond Trading
Industry Financial Services
Experience
JEFFREY MATTHEWS FINANCIAL April 2015 - Present
INCAPITAL, LLC December 2012 - March 2015
RAYMOND JAMES & ASSOCIATES, INC. October 1996 - October 2012
OLDE DISCOUNT June 1994 - October 1996
GIBRALTAR SECURITIES November 1992 - January 1994
Skills
Trading, Electronic Trading, Municipal Bonds, Bloomberg Terminal, Swaps, Technical Analysis, Marketing, Series 7, Series 63, Series 24, TOMS Bloomberg Trading, Bonddesk, MuniCenter, TradeWeb Retail, Fixed Income Trading, Bonds, Fixed Income, FINRA, Investments, Securities
Education
University of Delaware 1989 — 1992
Bachelor of Science (BS)
JEFFREY MATTHEWS FINANCIAL April 2015 - Present
INCAPITAL, LLC December 2012 - March 2015
RAYMOND JAMES & ASSOCIATES, INC. October 1996 - October 2012
OLDE DISCOUNT June 1994 - October 1996
GIBRALTAR SECURITIES November 1992 - January 1994
Skills
Trading, Electronic Trading, Municipal Bonds, Bloomberg Terminal, Swaps, Technical Analysis, Marketing, Series 7, Series 63, Series 24, TOMS Bloomberg Trading, Bonddesk, MuniCenter, TradeWeb Retail, Fixed Income Trading, Bonds, Fixed Income, FINRA, Investments, Securities
Education
University of Delaware 1989 — 1992
Bachelor of Science (BS)
Dennis Marrs's Olde Discount Experience 1994 - 2001
Job Branch Director / Private Wealth Advisor at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC November 2010 - Present
Morgan Stanley Smith Barney April 2001 - November 2010
OLDE Discount 1994 - 2001
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Asset Allocation, Tactical Asset..., Investment Advisory, Portfolio Management, Estate Planning, Investments, Fixed Annuities, Financial Advisory, Investment Strategies, Securities, Insurance, Asset Management, Alternative Investments, 401k, Series 7, Series 8, Series 63, Series 65, Series 31, Life and Variable..., Retirement, IRAs
Education
University of Michigan-Flint 1991 — 1993
BBA, Finance
Upstream Investment Partners, LLC November 2010 - Present
Morgan Stanley Smith Barney April 2001 - November 2010
OLDE Discount 1994 - 2001
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Asset Allocation, Tactical Asset..., Investment Advisory, Portfolio Management, Estate Planning, Investments, Fixed Annuities, Financial Advisory, Investment Strategies, Securities, Insurance, Asset Management, Alternative Investments, 401k, Series 7, Series 8, Series 63, Series 65, Series 31, Life and Variable..., Retirement, IRAs
Education
University of Michigan-Flint 1991 — 1993
BBA, Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY