Olde Financial
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12 Olde Financial employees in database. Find out everything there's to know about Olde Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Olde Financial Employees
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
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
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
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
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
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
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
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
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
Torch Surface Technologies December 2007 - Present
Olde Financial 1990 - 1994
Education
Michigan State University 1986 — 1990
BA, Business Administration
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
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