Olde Financial

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Olde Financial Employees

Employee
Years
Job
Industry
Dan Browning Dan Browning Spring, Texas Details
Dan Browning's Olde Financial Experience January 1996 - July 1997
Job
Industry Consumer Services
Experience
Silver Vending   May 2011 - Present
Marwin Group   May 2006 - February 2011
Browning Enterprises (Restaurant Industry)   August 1997 - August 2005
Olde Financial   January 1996 - July 1997

Skills
Income Statement, Sales, Strategic Planning, Team Building, Customer Service, Profit, Account Management, Franchising, Leadership, Budgets, Microsoft Office, Business Development, Leadership Development, Marketing Strategy, Training, Inventory Management, Operations Management, Management, P&L

Education
Stephen F. Austin State University
BBA, Finance

Kingwood High School

Jim Kendall Jim Kendall Greater Chicago Area Details
Jim Kendall's Olde Financial Experience June 1994 - December 1994
Job Senior Director at Aon Corporation
Industry Financial Services
Experience
Aon Corporation  June 2008 - Present
Capital One  February 2003 - June 2008
Accenture  February 1995 - January 2003
Olde Financial   June 1994 - December 1994

Skills
Corporate Finance, Mergers, Financial Systems, PeopleSoft, Strategy, Acquisition Integration, Portfolio Management, Financial Services, Financial Analysis, Management Consulting, Process Improvement, Business Transformation, Business Intelligence, Analytics, Cross-functional Team..., Mergers & Acquisitions, Project Management, Business Process, Change Management, Strategic Planning, Program Management, Finance, Leadership, Vendor Management, Forecasting, Analysis, Strategic Financial..., Financial Planning

Education
Duke University Fuqua School of Business   2005 — 2006
MBA, Business Administration and Management, General

Michigan State University   1990 — 1994
Bachelors, Finance

Alan Heaton, CFA Alan Heaton, CFA Irvine, California Details
Alan Heaton, CFA's Olde Financial Experience February 1994 - May 1997
Job North American Distribution
Industry Investment Management
Experience
American Funds  July 2013 - Present
OutSell Consulting  October 2011 - July 2013
CE2 Capital Partners  July 2008 - September 2011
Morgan Stanley  February 2007 - June 2008
Morgan Stanley  February 2004 - June 2006
Mergecor Corporation   July 2002 - February 2004
Morgan Stanley  May 1997 - July 2002
Olde Financial   February 1994 - May 1997

Skills
Strategic Planning, Business Strategy, Sales Management..., Sales Process..., Sales Management..., Product Management, Investment Banking, Asset Management, Sales Process, Leadership Development, Sales, Alternative Investments, Team Building, Product Development, Hedge Funds, Management Consulting, Series 7, Coaching, Finance, Negotiation, Portfolio Management, Wealth Management, Management, Investments, Risk Management, Change Management, Entrepreneurship, Strategy, Business Development, Strategic Financial..., Start-ups, Mergers & Acquisitions

Education
Arizona State University   1989 — 1993
B.S., Finance

Chris Queen Chris Queen Dallas/Fort Worth Area Details
Chris Queen's Olde Financial Experience January 1996 - March 1999
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  August 2012 - Present
Morgan Stanley Smith Barney  March 1999 - August 2012
Olde Financial   January 1996 - March 1999

Skills
Investments, Asset Allocation, Mutual Funds, Securities, Financial Advisory, Alternative Investments, Retirement Planning, 401k, Investment Strategies, Retirement, Investment Management, Finance, Separately Managed..., Fixed Annuities, Wealth Management..., Equities

Education
University of Cincinnati   1993 — 1995
Bachelor of Business Administration (B.B.A.), Finance

The University of Texas at Austin   1989 — 1991

Tabb High School   1986 — 1989

Jonathan M. Morris, MBA Jonathan M. Morris, MBA Greater Atlanta Area Details
Jonathan M. Morris, MBA's Olde Financial Experience January 1995 - September 1997
Job President & CEO at Morris Investment Group LLC
Industry Investment Management
Experience
Morris Investment Group LLC   September 2006 - Present
Randolph Read Futures & Options   March 2006 - August 2006
Hertz Corporation  January 2003 - December 2005
Marriott International  September 2002 - January 2003
MCP Inc.   October 1999 - January 2003
Bank of America  January 1999 - October 1999
Olde Financial   January 1995 - September 1997

Skills
Financial Analysis, Investments, Asset Allocation, Financial Modeling, Finance, Valuation, Mutual Funds, Marketing Strategy, Sales Management, Strategic Planning, Business Development, Portfolio Management, Small Business, Accounting, Strategic Financial..., Mergers & Acquisitions, Asset Management, Banking, Marketing, Risk Management, Equities

Education
University of Miami - School of Business   2000 — 2001
MBA, Finance

Florida Atlantic University   1994 — 1998
BBA, Finance

Flagler College   1992 — 1994
Economics

Chartered Financial Analyst Institute

Mark Seward Mark Seward New York, New York Details
Mark Seward's Olde Financial Experience 1993 - 1994
Job Strategist | Consultant | Equity Research Analyst
Industry Investment Management
Experience
Independent Investment Management   2013 - Present
IBM  2000 - 2013
General Motors  May 1999 - August 1999
Never Miss LLC   1997 - 1998
Ford Motor Company  1994 - 1997
Olde Financial   1993 - 1994

Skills
Strategy, Financial Analysis, Program Management, Business Development, Analytics, Project Management, Leadership, Equity Research, Market Research, Marketing, Strategic Planning, Forecasting, CRM, Business Process, Strategic Partnerships, Analysis, Financial Modeling, Management, Business Planning, Start-ups, Marketing Strategy, Sales Process, Business Intelligence, Sales Management, Sales, Cross-functional Team..., Mergers & Acquisitions, Management Consulting, Portfolio Management, Finance

Education
Indiana University - Kelley School of Business   1998 — 2000
MBA, Entrepreneurship, Marketing

Michigan State University - The Eli Broad College of Business   1988 — 1992
BA, Finance

Jeff Votruba Jeff Votruba United States Details
Jeff Votruba's Olde Financial Experience July 1989 - January 2000
Job Area Investment Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Securities  June 2012 - Present
Morgan Stanley Smith Barney  October 2009 - June 2012
Smith Barney  August 2007 - October 2009
Morgan Stanley  January 2000 - August 2007
Olde Financial   July 1989 - January 2000

Skills
Recruiting, Training, Financial Services, Sales Management, Series 7, Series 24, Coaching

Education
Michigan State University   1985 — 1989
Finance

Steven King, MBA, CFP® Steven King, MBA, CFP® Greater Chicago Area Details
Steven King, MBA, CFP®'s Olde Financial Experience 1994 - 2000
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2008 - Present
H&R Block Financial Advisors  December 2000 - October 2008
Olde Financial   1994 - 2000

Education
Roosevelt University   1999 — 2001
Masters of Business Adminstration, Finance

Eastern Illinois University   1989 — 1991
Bachelor of Science, Finance, Economics

Andrew Bearre Andrew Bearre Greater Detroit Area Details
Andrew Bearre's Olde Financial Experience May 1993 - September 1998
Job Financial Consultant at Schwartz & Co.
Industry Financial Services
Experience
Gregory J. Schwartz & Co   September 1998 - Present
Olde Financial   May 1993 - September 1998

Skills
Retirement Planning, Investments, Securities, Valuation, Finance, Wealth Management, Insurance, Investment Advisory, Series 7, Asset Allocation, Strategic Financial..., Series 63, Retirement, Financial Planning

Education
Walsh College   1996 — 1998
Master of Science, Finance

Michigan State University   1989 — 1992
Bachelor of Science (BS), Public Administration - Economics

Erik Sarlund Erik Sarlund Greater Detroit Area Details
Erik Sarlund's Olde Financial Experience 1990 - 1994
Job General Manager at Torch Surface Technologies
Industry Chemicals
Experience
Torch Surface Technologies   December 2007 - Present
Olde Financial   1990 - 1994

Education
Michigan State University   1986 — 1990
BA, Business Administration

Lou Deregi Lou Deregi Greater Detroit Area Details
Lou Deregi's Olde Financial Experience 1996 - 2000
Job Corporate Registered Principal Centralized Supervision Unit / Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2010 - Present
Ameriprise Advisor Services  December 2006 - January 2010
Ameriprise Advisor Services  January 2000 - December 2008
H&R Block Financial Advisors  1997 - 2008
Olde Financial   1996 - 2000

Skills
Series 24, Series 7, Series 65, FINRA, Series 63, Securities, Mutual Funds, Investment Advisory, Bonds, Wealth Management

Education
University of Detroit Mercy School of Law
General Civil Mediator Training, Wayne Mediation Center

University of Michigan
Bachelor of Arts, Economics & Sociology

Kurt W Lofgren Kurt W Lofgren Saint Paul, Minnesota Details
Kurt W Lofgren's Olde Financial Experience March 1998 - March 2000
Job Senior Vice President, Chief Compliance Officer at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2005 - Present
Northwestern Mutual  April 2000 - April 2005
OLDE Financial   March 1998 - March 2000

Skills
Compliance, Litigation, Corporate Law, Investments, Investment Advisory, Investigation, Broker-Dealer, Securities Regulation, Regulatory Affairs

Education
Loyola University of Chicago   1987 — 1990
Doctor of Law (J.D.), Coporate & Securities

Knox College   1982 — 1986
Bachelor of Arts (B.A.), History and Economics