Oxford Financial Group, Ltd.
Industry: Company
DescriptionFounded: 1981 Subsidiary: Olive Oxford Office, LLC
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Oxford Financial Group, Ltd. Employees
Employee
Years
Job
Industry
Ellen Humphrey Ellen Humphrey's Oxford Financial Group, Ltd. Experience September 2007 - February 2010
Job Strategic Human Resources Executive
Industry Information Technology and Services
Experience
OneAmerica May 2015 - Present
ExactTarget, a salesforce.com company February 2010 - March 2015
Oxford Financial Group, Ltd. September 2007 - February 2010
ACES Power Marketing February 2005 - September 2007
Wabash Valley Power Association 1999 - 2005
Skills
Human Resources, Culture, Employee Benefits, Onboarding, Talent Acquisition, Employee Engagement, Employee Relations, Management, Payroll, Talent Management, Benefits Administration, HRIS, Recruiting, Performance Management, Organizational..., Personnel Management, SaaS, HR Policies, Succession Planning, Deferred Compensation, Social Media, People-oriented, Integration, Process Improvement, Leadership Development, Operations Management, Leadership, Strategy, Marketing, Team Building, Change Management
Education
Indiana University-Purdue University at Indianapolis 1989 — 1994
Bachelor of Science
OneAmerica May 2015 - Present
ExactTarget, a salesforce.com company February 2010 - March 2015
Oxford Financial Group, Ltd. September 2007 - February 2010
ACES Power Marketing February 2005 - September 2007
Wabash Valley Power Association 1999 - 2005
Skills
Human Resources, Culture, Employee Benefits, Onboarding, Talent Acquisition, Employee Engagement, Employee Relations, Management, Payroll, Talent Management, Benefits Administration, HRIS, Recruiting, Performance Management, Organizational..., Personnel Management, SaaS, HR Policies, Succession Planning, Deferred Compensation, Social Media, People-oriented, Integration, Process Improvement, Leadership Development, Operations Management, Leadership, Strategy, Marketing, Team Building, Change Management
Education
Indiana University-Purdue University at Indianapolis 1989 — 1994
Bachelor of Science
Kyle Rechin Kyle Rechin's Oxford Financial Group, Ltd. Experience May 2007 - August 2009
Job Sr. Market Manager Colorado at Angie's List
Industry Marketing and Advertising
Experience
Angie's List February 2015 - Present
Angie's List January 2014 - January 2015
Angie's List July 2012 - December 2013
Angie's List March 2010 - July 2012
ExactTarget August 2009 - January 2010
Oxford Financial Group, Ltd. May 2007 - August 2009
Skills
Email Marketing, Marketing, Advertising, CRM, E-commerce, Leadership, Sales, Brand Development, Business Development, Relation Management, Relationship..., B2B, Salesforce.com, Market Planning, Online Advertising, Brand Management, Project Management, Management, Marketing Strategy
Education
Miami University 2004 — 2008
Bachelor of Science (B.S.), Marketing
Angie's List February 2015 - Present
Angie's List January 2014 - January 2015
Angie's List July 2012 - December 2013
Angie's List March 2010 - July 2012
ExactTarget August 2009 - January 2010
Oxford Financial Group, Ltd. May 2007 - August 2009
Skills
Email Marketing, Marketing, Advertising, CRM, E-commerce, Leadership, Sales, Brand Development, Business Development, Relation Management, Relationship..., B2B, Salesforce.com, Market Planning, Online Advertising, Brand Management, Project Management, Management, Marketing Strategy
Education
Miami University 2004 — 2008
Bachelor of Science (B.S.), Marketing
Tom Gunderson's Oxford Financial Group, Ltd. Experience September 2011 - May 2014
Job Senior Investment Portfolio Manager, Strategist, Equity Analyst, Seekng New Opportunity
Industry Financial Services
Experience
Eagleview Investment Partners, LLC July 2014 - Present
Oxford Financial Group, Ltd. September 2011 - May 2014
Lowry HIll March 2008 - September 2011
FAF Advisors December 2003 - March 2008
Securian Financial Group / Advantus Capital Management June 1984 - June 2003
Skills
Investments, Portfolio Management, Alternative Investments, Asset Allocation, Investment Strategies, Mutual Funds, Private Equity, Securities, Finance, Strategy, Estate Planning, Financial Advisory, Leadership, Management, Economics, High Net Worth..., Asset Management, Hedge Funds, Equities
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Finance
St. Olaf College 1978 — 1982
BA, Economics
Eagleview Investment Partners, LLC July 2014 - Present
Oxford Financial Group, Ltd. September 2011 - May 2014
Lowry HIll March 2008 - September 2011
FAF Advisors December 2003 - March 2008
Securian Financial Group / Advantus Capital Management June 1984 - June 2003
Skills
Investments, Portfolio Management, Alternative Investments, Asset Allocation, Investment Strategies, Mutual Funds, Private Equity, Securities, Finance, Strategy, Estate Planning, Financial Advisory, Leadership, Management, Economics, High Net Worth..., Asset Management, Hedge Funds, Equities
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Finance
St. Olaf College 1978 — 1982
BA, Economics
Amanda Schiavone, CFP® Amanda Schiavone, CFP®'s Oxford Financial Group, Ltd. Experience November 2013 - Present
Job Client Service Manager at Oxford Financial Group, Ltd.
Industry Financial Services
Experience
Oxford Financial Group, Ltd. November 2013 - Present
UBS Wealth Management August 2007 - November 2013
Education
Northwestern University 2010 — 2012
Financial Planning
University of Illinois at Chicago 2004 — 2008
Bachelor of Science (BS), Finance & Accounting
Oxford Financial Group, Ltd. November 2013 - Present
UBS Wealth Management August 2007 - November 2013
Education
Northwestern University 2010 — 2012
Financial Planning
University of Illinois at Chicago 2004 — 2008
Bachelor of Science (BS), Finance & Accounting
Anita Owen, MSW's Oxford Financial Group, Ltd. Experience May 1997 - April 2000
Job Creating an executive retreat center in southern Indiana
Industry Leisure, Travel & Tourism
Experience
Owen Family Retreat LLC January 2013 - Present
St. Vincent Health August 2012 - Present
Families First (Indianapolis, IN) December 2006 - January 2012
Indiana Farm Bureau Insurance February 2002 - January 2006
Great Lakes Chemical Company March 2001 - September 2001
Key Benefit Administrators April 2000 - March 2001
Oxford Financial Group, Ltd. May 1997 - April 2000
Frontera Tours March 1992 - March 1996
Skills
Spanish-English, Program Development, Program Evaluation, Collaborative Leadership, Collaborative Problem..., Community Outreach, Cross-functional Team..., Training, Workshop Facilitation, Consulting, Building Relationships, Cause Marketing, Event Planning, Volunteer Management, Brand Awareness, Empowerment, Medical Interpreting, Oral & Written..., Public Speaking, Strategic Planning
Education
Butler University
B. A., Psychology
Indiana University-Purdue University at Indianapolis
M.S.W., Master of Social Work
Owen Family Retreat LLC January 2013 - Present
St. Vincent Health August 2012 - Present
Families First (Indianapolis, IN) December 2006 - January 2012
Indiana Farm Bureau Insurance February 2002 - January 2006
Great Lakes Chemical Company March 2001 - September 2001
Key Benefit Administrators April 2000 - March 2001
Oxford Financial Group, Ltd. May 1997 - April 2000
Frontera Tours March 1992 - March 1996
Skills
Spanish-English, Program Development, Program Evaluation, Collaborative Leadership, Collaborative Problem..., Community Outreach, Cross-functional Team..., Training, Workshop Facilitation, Consulting, Building Relationships, Cause Marketing, Event Planning, Volunteer Management, Brand Awareness, Empowerment, Medical Interpreting, Oral & Written..., Public Speaking, Strategic Planning
Education
Butler University
B. A., Psychology
Indiana University-Purdue University at Indianapolis
M.S.W., Master of Social Work
Brandon Lykins Brandon Lykins's Oxford Financial Group, Ltd. Experience February 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Oxford Financial Group, Ltd. February 2013 - Present
Senex Services Corp. 2008 - 2013
Senex Services Corp. 2005 - 2008
Senex Services Corp. 2003 - 2005
Skills
Accounts Receivable, Accounting, Management, Payroll, Microsoft Excel, QuickBooks, Process Improvement, Forecasting, Time Management, Financial Analysis, Finance, Banking, Training, Auditing, Bank Reconciliation, Data Entry, Internal Audit, Access, Accounting Applications, Data Analysis, Account Reconciliation, Investments, Extremely detail..., Financial Accounting, Bookkeeping, Accounts Payable, Experience with..., Experience with..., Experience with..., tenacious problem..., Experience with SBT Pro..., Trading, Alternative Investments, Cash Management, Financial Services
Education
University of Southern Indiana 1999 — 2001
Business Administration and Management, General
Marian College 1998 — 1999
Accounting
Oxford Financial Group, Ltd. February 2013 - Present
Senex Services Corp. 2008 - 2013
Senex Services Corp. 2005 - 2008
Senex Services Corp. 2003 - 2005
Skills
Accounts Receivable, Accounting, Management, Payroll, Microsoft Excel, QuickBooks, Process Improvement, Forecasting, Time Management, Financial Analysis, Finance, Banking, Training, Auditing, Bank Reconciliation, Data Entry, Internal Audit, Access, Accounting Applications, Data Analysis, Account Reconciliation, Investments, Extremely detail..., Financial Accounting, Bookkeeping, Accounts Payable, Experience with..., Experience with..., Experience with..., tenacious problem..., Experience with SBT Pro..., Trading, Alternative Investments, Cash Management, Financial Services
Education
University of Southern Indiana 1999 — 2001
Business Administration and Management, General
Marian College 1998 — 1999
Accounting
Elizabeth (Eli) Greiner-Quiett, CIPM's Oxford Financial Group, Ltd. Experience 2000 - Present
Job Chief of Client Service and Operations at Fiduciary Counselling, Inc.
Industry Investment Management
Experience
Fiduciary Counselling, Inc. October 2014 - Present
Oxford Financial Group, Ltd. 2000 - Present
McDonald Investments 1999 - 2000
Northwestern Mutual 1996 - 1999
Skills
Strategic Planning, Project Management, Operations Management, Performance Measurement, Client Relations Skills, Software Integrations, Managing Database, Salesforce.com, Talent Developer, Financial Reporting, Transformational..., Leadership, Series 7, Estate Planning, Asset Allocation, Management, Budgets, Human Resources, Due Diligence, Trading, Training, CRM
Education
University of Notre Dame 2012 — 2014
Master of Business Administration (MBA)
Indiana University-Purdue University at Indianapolis 1995 — 1999
B.S.
Fiduciary Counselling, Inc. October 2014 - Present
Oxford Financial Group, Ltd. 2000 - Present
McDonald Investments 1999 - 2000
Northwestern Mutual 1996 - 1999
Skills
Strategic Planning, Project Management, Operations Management, Performance Measurement, Client Relations Skills, Software Integrations, Managing Database, Salesforce.com, Talent Developer, Financial Reporting, Transformational..., Leadership, Series 7, Estate Planning, Asset Allocation, Management, Budgets, Human Resources, Due Diligence, Trading, Training, CRM
Education
University of Notre Dame 2012 — 2014
Master of Business Administration (MBA)
Indiana University-Purdue University at Indianapolis 1995 — 1999
B.S.
Abigail Stoughton Underwood Abigail Stoughton Underwood's Oxford Financial Group, Ltd. Experience May 2007 - May 2010
Job Property Manager at REI Real Estate Services, LLC
Industry Real Estate
Experience
REI Real Estate Services, LLC November 2010 - Present
Oxford Financial Group, Ltd. May 2007 - May 2010
MassMutual Financial Group May 2006 - August 2006
Skills
Customer Service, Customer Relations, Sales, Project Management, Accounting, Real Estate, Finance, Deal Negotiations, Property Mangement, Management
Education
Purdue University 2005 — 2007
Bachelor of Science (B.S.), Finance, General
University of Vermont 2002 — 2005
REI Real Estate Services, LLC November 2010 - Present
Oxford Financial Group, Ltd. May 2007 - May 2010
MassMutual Financial Group May 2006 - August 2006
Skills
Customer Service, Customer Relations, Sales, Project Management, Accounting, Real Estate, Finance, Deal Negotiations, Property Mangement, Management
Education
Purdue University 2005 — 2007
Bachelor of Science (B.S.), Finance, General
University of Vermont 2002 — 2005
Gail Boelke's Oxford Financial Group, Ltd. Experience 2014 - Present
Job Savile Row Operations Manager at Oxford Financial Group, Ltd.
Industry Investment Management
Experience
Oxford Financial Group, Ltd. 2014 - Present
Oxford Financial Group, Ltd. April 2010 - November 2014
KSM Capital Advisors, LLC July 2004 - March 2010
McDonald Investments 1996 - 2004
Skills
Investments, Portfolio Management, Business Analysis, Project Management, Strategic Planning, Accounting, Budgets, Finance, Financial Analysis, Strategic Financial..., Management, Customer Service, Leadership, Financial Reporting, Process Improvement
Education
Indiana Wesleyan University 2003 — 2007
BS, Management, Summa Cum Laude
Oxford Financial Group, Ltd. 2014 - Present
Oxford Financial Group, Ltd. April 2010 - November 2014
KSM Capital Advisors, LLC July 2004 - March 2010
McDonald Investments 1996 - 2004
Skills
Investments, Portfolio Management, Business Analysis, Project Management, Strategic Planning, Accounting, Budgets, Finance, Financial Analysis, Strategic Financial..., Management, Customer Service, Leadership, Financial Reporting, Process Improvement
Education
Indiana Wesleyan University 2003 — 2007
BS, Management, Summa Cum Laude
Abigail Underwood Abigail Underwood's Oxford Financial Group, Ltd. Experience May 2007 - May 2010
Job Professional Seeking Emloyment
Industry Real Estate
Experience
Miso Energy October 2014 - Present
REI Real Estate Services, LLC November 2010 - July 2014
Oxford Financial Group, Ltd. May 2007 - May 2010
Skills
Financial Reporting, Financial Analysis, Budget Process, Operating Budgets, Account Reconciliation, Management, Tenant Improvement..., Commercial Tenant..., Commercial Leasing, Capital Projects, Capital Budgeting, Variance Reports, Tenant Coordination, Tenant Relations, Contractor Management, Contractor Selection, Contract Negotiation, Vendor Management, Vendor Contracts, Property Management, Asset Management, Tenant, Finance, Budgets, Commercial Real Estate, Lease Administration, Lease Negotiations
Education
Purdue University 2005 — 2007
Bachelor of Science (B.S.), Financial Planning, Graduated Cum Laude
University of Vermont 2002 — 2005
Miso Energy October 2014 - Present
REI Real Estate Services, LLC November 2010 - July 2014
Oxford Financial Group, Ltd. May 2007 - May 2010
Skills
Financial Reporting, Financial Analysis, Budget Process, Operating Budgets, Account Reconciliation, Management, Tenant Improvement..., Commercial Tenant..., Commercial Leasing, Capital Projects, Capital Budgeting, Variance Reports, Tenant Coordination, Tenant Relations, Contractor Management, Contractor Selection, Contract Negotiation, Vendor Management, Vendor Contracts, Property Management, Asset Management, Tenant, Finance, Budgets, Commercial Real Estate, Lease Administration, Lease Negotiations
Education
Purdue University 2005 — 2007
Bachelor of Science (B.S.), Financial Planning, Graduated Cum Laude
University of Vermont 2002 — 2005
Kirk Hill's Oxford Financial Group, Ltd. Experience November 1998 - January 2005
Job Sales Vice President at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage February 2005 - Present
Oxford Financial Group, Ltd. November 1998 - January 2005
Provident Life and Accident June 1984 - November 1998
Skills
Coaching for..., Insurance, Retirement Planning, Retirement, Strategic Financial..., Investments, Estate Planning, Wealth Management, Employee Benefits, Strategic Planning, Risk Management, Financial Advisory, Financial Analysis, Life Insurance
Education
The American College 1986 — 1988
CLU, ChFC, Designations
University of Connecticut 1978 — 1982
Bachelor's Degree, Business Finance, 3.4
Highland Capital Brokerage February 2005 - Present
Oxford Financial Group, Ltd. November 1998 - January 2005
Provident Life and Accident June 1984 - November 1998
Skills
Coaching for..., Insurance, Retirement Planning, Retirement, Strategic Financial..., Investments, Estate Planning, Wealth Management, Employee Benefits, Strategic Planning, Risk Management, Financial Advisory, Financial Analysis, Life Insurance
Education
The American College 1986 — 1988
CLU, ChFC, Designations
University of Connecticut 1978 — 1982
Bachelor's Degree, Business Finance, 3.4
Ron Kent Ron Kent's Oxford Financial Group, Ltd. Experience 1997 - 1997
Job Managing Consultant at Cumberland Consulting Group
Industry Information Technology and Services
Experience
Cumberland Consulting Group August 2012 - Present
MMY Consulting September 2011 - March 2012
Roudebush VAMC, Indianapolis, IN March 2011 - September 2011
Arcturus Management Consulting March 2009 - September 2011
Allegient, LLC March 2008 - January 2009
Crowe Chizek 1999 - 2008
Purdue School of Engineering and Technology January 1998 - May 1999
USAF September 1986 - April 1999
Oxford Financial Group, Ltd. 1997 - 1997
L.S. Ayres October 1994 - March 1995
Skills
Requirements Analysis, Process Engineering, Business Analysis, Process Improvement, SDLC, SharePoint, IT Strategy, Integration, Requirements Gathering, Software Project..., Program Management, Project Management, Vendor Management, PMP, Visio, Management Consulting, Consulting, Enterprise Architecture, Business Process, PMO, Business Process..., Management, Data Centre Architecture, Leadership, Change Management, Strategy, Enterprise Software
Education
Indiana University School of Medicine 2010 — 2012
MHA
Indiana University-Purdue University at Indianapolis 1996 — 1999
BS, Computer Technology
University of Michigan 1993 — 1994
Computer Science
Arizona State University 1983 — 1986
BFA, Photography
Virginia Polytechnic Institute and State University 1980 — 1983
Engineering and Mathematics
Bishop Ireton HS 1976 — 1980
Cumberland Consulting Group August 2012 - Present
MMY Consulting September 2011 - March 2012
Roudebush VAMC, Indianapolis, IN March 2011 - September 2011
Arcturus Management Consulting March 2009 - September 2011
Allegient, LLC March 2008 - January 2009
Crowe Chizek 1999 - 2008
Purdue School of Engineering and Technology January 1998 - May 1999
USAF September 1986 - April 1999
Oxford Financial Group, Ltd. 1997 - 1997
L.S. Ayres October 1994 - March 1995
Skills
Requirements Analysis, Process Engineering, Business Analysis, Process Improvement, SDLC, SharePoint, IT Strategy, Integration, Requirements Gathering, Software Project..., Program Management, Project Management, Vendor Management, PMP, Visio, Management Consulting, Consulting, Enterprise Architecture, Business Process, PMO, Business Process..., Management, Data Centre Architecture, Leadership, Change Management, Strategy, Enterprise Software
Education
Indiana University School of Medicine 2010 — 2012
MHA
Indiana University-Purdue University at Indianapolis 1996 — 1999
BS, Computer Technology
University of Michigan 1993 — 1994
Computer Science
Arizona State University 1983 — 1986
BFA, Photography
Virginia Polytechnic Institute and State University 1980 — 1983
Engineering and Mathematics
Bishop Ireton HS 1976 — 1980
Anastasia Waldrop's Oxford Financial Group, Ltd. Experience September 2014 - Present
Job Oxford Financial Group
Industry Financial Services
Experience
Oxford Financial Group, Ltd. September 2014 - Present
Franciscan Alliance, Inc. January 2013 - June 2014
Ambrose Property Group January 2011 - October 2012
hhgregg March 2010 - January 2011
Skills
Operations Management, Customer Service, Inventory Control, Team Building, Social Media, EMR Training, Employee Training, Team Leadership, Health Education, Training, Business Process..., HIPAA, Hospital Information..., Office Administration, Project Management, Email Marketing, Real Estate License, Corporate Events, Marketing Event Planning, Heavy Calendaring, Business Travel, Microsoft Technologies, Wordpress, Clerical Skills, People Skills, Connectivity, Market Research, QuickBooks, Government Proposals, Proposal Support, Enjoy A Challenge, Bookkeeping, Quality Assurance, Time Management, WordPress
Education
Purdue University 2006 — 2011
IUPUI 2008 — 2010
Ben Davis High School
Oxford Financial Group, Ltd. September 2014 - Present
Franciscan Alliance, Inc. January 2013 - June 2014
Ambrose Property Group January 2011 - October 2012
hhgregg March 2010 - January 2011
Skills
Operations Management, Customer Service, Inventory Control, Team Building, Social Media, EMR Training, Employee Training, Team Leadership, Health Education, Training, Business Process..., HIPAA, Hospital Information..., Office Administration, Project Management, Email Marketing, Real Estate License, Corporate Events, Marketing Event Planning, Heavy Calendaring, Business Travel, Microsoft Technologies, Wordpress, Clerical Skills, People Skills, Connectivity, Market Research, QuickBooks, Government Proposals, Proposal Support, Enjoy A Challenge, Bookkeeping, Quality Assurance, Time Management, WordPress
Education
Purdue University 2006 — 2011
IUPUI 2008 — 2010
Ben Davis High School
Charles Liles Charles Liles's Oxford Financial Group, Ltd. Experience 2001 - 2003
Job President at Charles A. Liles & Associates, Inc.
Industry Financial Services
Experience
Charles A. Liles & Associates, Inc. September 2003 - Present
Oxford Financial Group, Ltd. 2001 - 2003
JPMorgan Chase 1980 - 2001
Skills
Investment Advisory, Financial Planning, Wealth Management, Estate Planning, Financial Services, Capital Markets, Investments, Finance, Financial Advisory
Education
University of North Carolina at Greensboro 1973 — 1977
Bachelor of Science (B.S.), Business Administration
Charles A. Liles & Associates, Inc. September 2003 - Present
Oxford Financial Group, Ltd. 2001 - 2003
JPMorgan Chase 1980 - 2001
Skills
Investment Advisory, Financial Planning, Wealth Management, Estate Planning, Financial Services, Capital Markets, Investments, Finance, Financial Advisory
Education
University of North Carolina at Greensboro 1973 — 1977
Bachelor of Science (B.S.), Business Administration
Jean Hughes's Oxford Financial Group, Ltd. Experience February 2011 - July 2013
Job Senior Executive Assistant to CEO at Stonegate Mortgage Corporation
Industry Banking
Experience
Stonegate Mortgage Corporation July 2013 - Present
Oxford Financial Group, Ltd. February 2011 - July 2013
Michael Associates February 2004 - April 2009
Oxford Financial Group, Ltd. July 1998 - March 2003
Skills
Customer Service, Management, Leadership
Education
Grace College & Seminary 1989 — 1993
BS, Business Admin and Psychology
Highland High School
Stonegate Mortgage Corporation July 2013 - Present
Oxford Financial Group, Ltd. February 2011 - July 2013
Michael Associates February 2004 - April 2009
Oxford Financial Group, Ltd. July 1998 - March 2003
Skills
Customer Service, Management, Leadership
Education
Grace College & Seminary 1989 — 1993
BS, Business Admin and Psychology
Highland High School
Janelle Miller's Oxford Financial Group, Ltd. Experience January 2002 - August 2003
Job Senior Executive Assistant to CEO at HighPoint Global
Industry Marketing and Advertising
Experience
HighPoint Global June 2013 - Present
Janelle Miller Jewelry 2012 - Present
New Customers For You September 2011 - 2012
The Whole Kit N Kaboodle May 2010 - September 2011
Young Presidents' Organization June 2008 - June 2009
ClearPath Consulting/SpecAnalysis June 2006 - October 2007
Oxford Financial Group, Ltd. January 2002 - August 2003
Hurco Companies, Inc. October 2001 - January 2002
Agilent Technologies September 1999 - November 2000
Transcom USA, Inc. December 1996 - July 1999
Skills
Project Planning, Sales, Project Management, Human Resources, Time Management, Management, Customer Service, Payroll, Nonprofits, Marketing, PowerPoint, Start-ups, Team Leadership, Policy, Executive Management, Team Building
Education
Marian University
Business Administration and Management, General
Indiana Wesleyan University 2004 — 2006
Associates, Business
HighPoint Global June 2013 - Present
Janelle Miller Jewelry 2012 - Present
New Customers For You September 2011 - 2012
The Whole Kit N Kaboodle May 2010 - September 2011
Young Presidents' Organization June 2008 - June 2009
ClearPath Consulting/SpecAnalysis June 2006 - October 2007
Oxford Financial Group, Ltd. January 2002 - August 2003
Hurco Companies, Inc. October 2001 - January 2002
Agilent Technologies September 1999 - November 2000
Transcom USA, Inc. December 1996 - July 1999
Skills
Project Planning, Sales, Project Management, Human Resources, Time Management, Management, Customer Service, Payroll, Nonprofits, Marketing, PowerPoint, Start-ups, Team Leadership, Policy, Executive Management, Team Building
Education
Marian University
Business Administration and Management, General
Indiana Wesleyan University 2004 — 2006
Associates, Business
Gillian Gray's Oxford Financial Group, Ltd. Experience December 2004 - December 2005
Job Administrative Assistant, Marketing and Corporate Partnerships at Riley Children's Foundation
Industry Photography
Experience
Riley Children's Foundation June 2012 - Present
Memory Gardens Management February 2008 - June 2010
StoneMor Partners, LP 2010 - 2010
Memory Gardens Management January 2006 - February 2008
Oxford Financial Group, Ltd. December 2004 - December 2005
Kelly Services November 2003 - December 2004
First Presbyterian Church of Lebanon, IN September 1997 - November 2003
Skills
Management, Time Management, Payroll, Layout, Editing, PowerPoint, Newsletters, Spreadsheets, Quality Assurance, Testing, Research, Windows, Technical Support, Bookkeeping, Interior Design, Travel Arrangements, Fax, Auditing, Inventory Control, Office Equipment, Adobe Acrobat, Outlook, Scanners, File Management, Expenses, Calendars, Executive..., Meeting Scheduling, Public Speaking, Nonprofits
Education
Purdue University 1991 — 1998
Bachelor of Arts, Photography
New Albany High School 1988 — 1991
Academic
Riley Children's Foundation June 2012 - Present
Memory Gardens Management February 2008 - June 2010
StoneMor Partners, LP 2010 - 2010
Memory Gardens Management January 2006 - February 2008
Oxford Financial Group, Ltd. December 2004 - December 2005
Kelly Services November 2003 - December 2004
First Presbyterian Church of Lebanon, IN September 1997 - November 2003
Skills
Management, Time Management, Payroll, Layout, Editing, PowerPoint, Newsletters, Spreadsheets, Quality Assurance, Testing, Research, Windows, Technical Support, Bookkeeping, Interior Design, Travel Arrangements, Fax, Auditing, Inventory Control, Office Equipment, Adobe Acrobat, Outlook, Scanners, File Management, Expenses, Calendars, Executive..., Meeting Scheduling, Public Speaking, Nonprofits
Education
Purdue University 1991 — 1998
Bachelor of Arts, Photography
New Albany High School 1988 — 1991
Academic
Robert Schaefer, CFA, CFP's Oxford Financial Group, Ltd. Experience January 2007 - February 2012
Job Director of Investment Research at Oxford Financial Group, Ltd
Industry Financial Services
Experience
Oxford Financial Group, Ltd January 2007 - February 2012
Oxford Financial Group, Ltd. January 1999 - December 2006
Oxford Financial Group, Ltd. August 1994 - December 1998
Federal Home Loan Bank of Indianapolis November 1992 - August 1994
National City Bank August 1989 - November 1992
Unified Management Corporation March 1988 - August 1989
Skills
Investments, Portfolio Management, Alternative Investments, Manager Due Diligence, Financial Analysis, Financial Planning, Tactical Asset..., Public Speaking, Client Interfacing, Market Commentary, Investment Writing, Private Equity, Banking, Estate Planning, Hedge Funds, Fixed Income, Finance, Market Research, CRM, Due Diligence, Mutual Funds, Investment Strategies, Asset Allocation, Strategic Financial...
Education
Indiana State University - School of Business 1984 — 1987
Bachelor of Science (B.S.), Finance
Oxford Financial Group, Ltd January 2007 - February 2012
Oxford Financial Group, Ltd. January 1999 - December 2006
Oxford Financial Group, Ltd. August 1994 - December 1998
Federal Home Loan Bank of Indianapolis November 1992 - August 1994
National City Bank August 1989 - November 1992
Unified Management Corporation March 1988 - August 1989
Skills
Investments, Portfolio Management, Alternative Investments, Manager Due Diligence, Financial Analysis, Financial Planning, Tactical Asset..., Public Speaking, Client Interfacing, Market Commentary, Investment Writing, Private Equity, Banking, Estate Planning, Hedge Funds, Fixed Income, Finance, Market Research, CRM, Due Diligence, Mutual Funds, Investment Strategies, Asset Allocation, Strategic Financial...
Education
Indiana State University - School of Business 1984 — 1987
Bachelor of Science (B.S.), Finance
Andrew Klunk Andrew Klunk's Oxford Financial Group, Ltd. Experience June 2010 - August 2010
Job Staff Accountant at Parkway Products
Industry Aviation & Aerospace
Experience
Parkway Products April 2012 - Present
Oxford Financial Group, Ltd. June 2010 - August 2010
Education
Miami University 2007 — 2011
B.S. Finance
St. Xavier High School
Parkway Products April 2012 - Present
Oxford Financial Group, Ltd. June 2010 - August 2010
Education
Miami University 2007 — 2011
B.S. Finance
St. Xavier High School
Laura Emery's Oxford Financial Group, Ltd. Experience June 1997 - Present
Job Facilities Manager at Oxford Financial Group, Ltd.
Industry Investment Management
Experience
Oxford Financial Group, Ltd. June 1997 - Present
Education
Indiana University Bloomington 1980 — 1984
BS, Personnel Management
Oxford Financial Group, Ltd. June 1997 - Present
Education
Indiana University Bloomington 1980 — 1984
BS, Personnel Management
Bradley Wells's Oxford Financial Group, Ltd. Experience March 2009 - July 2011
Job Team Lead, Internal Sales at OneAmerica Financial Partners Inc.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. March 2015 - Present
OneAmerica Financial Partners Inc. January 2013 - Present
OneAmerica August 2011 - December 2012
Oxford Financial Group, Ltd. March 2009 - July 2011
Oxford Financial Group, Ltd. January 2006 - March 2009
Skills
Investments, Trading, 401k, RFP, Sales, Salesforce.com, Portfolio Management, Alternative Investments, Mutual Funds, Retirement, Finance
Education
Purdue University - Krannert School of Management 2001 — 2005
B.S. of Management, Finance, Economics
OneAmerica Financial Partners Inc. March 2015 - Present
OneAmerica Financial Partners Inc. January 2013 - Present
OneAmerica August 2011 - December 2012
Oxford Financial Group, Ltd. March 2009 - July 2011
Oxford Financial Group, Ltd. January 2006 - March 2009
Skills
Investments, Trading, 401k, RFP, Sales, Salesforce.com, Portfolio Management, Alternative Investments, Mutual Funds, Retirement, Finance
Education
Purdue University - Krannert School of Management 2001 — 2005
B.S. of Management, Finance, Economics
Frank Teers Frank Teers's Oxford Financial Group, Ltd. Experience March 2002 - August 2003
Job Motorcycle Sales Associate at HarleyDavidson Motorcycle Sales
Industry Automotive
Experience
Harley-Davidson Motorcycle Sales July 2009 - Present
Tri-Star Financial August 2003 - May 2009
Oxford Financial Group, Ltd. March 2002 - August 2003
Prospera Financial February 2001 - March 2002
Dain Rauscher January 1999 - February 2001
Tri-Star Financial/MJ Whitman August 1992 - January 1999
Mirex Corporation January 1989 - July 1990
Skills
Customer Service, Microsoft Office, Word, PowerPoint, Retail, Customer Relations, Outlook, Social Media, Teamwork, Event Planning, Advertising, Facebook, Data Entry, Public Relations, Negotiation, Selling, Telephone Skills, Public Speaking, Sales Management, Social Media Marketing, Writing, Cold Calling, Social Networking, Automotive Sales, Press Releases
Education
University of Houston 1986 — 1988
N/A, Marketing
USMC/USN Aviation, Aviation Ordnance, TPL Library Control, Aircraft Paint and Corrosion Control 1980 — 1984
Technical Certifications, Aviation Ordnance and Aircraft Maintenance
Alief Independent School District, Alief, TX 1970 — 1980
Harley-Davidson Motorcycle Sales July 2009 - Present
Tri-Star Financial August 2003 - May 2009
Oxford Financial Group, Ltd. March 2002 - August 2003
Prospera Financial February 2001 - March 2002
Dain Rauscher January 1999 - February 2001
Tri-Star Financial/MJ Whitman August 1992 - January 1999
Mirex Corporation January 1989 - July 1990
Skills
Customer Service, Microsoft Office, Word, PowerPoint, Retail, Customer Relations, Outlook, Social Media, Teamwork, Event Planning, Advertising, Facebook, Data Entry, Public Relations, Negotiation, Selling, Telephone Skills, Public Speaking, Sales Management, Social Media Marketing, Writing, Cold Calling, Social Networking, Automotive Sales, Press Releases
Education
University of Houston 1986 — 1988
N/A, Marketing
USMC/USN Aviation, Aviation Ordnance, TPL Library Control, Aircraft Paint and Corrosion Control 1980 — 1984
Technical Certifications, Aviation Ordnance and Aircraft Maintenance
Alief Independent School District, Alief, TX 1970 — 1980
Paul Donahue, CFP®, AIF® Paul Donahue, CFP®, AIF®'s Oxford Financial Group, Ltd. Experience January 1998 - May 2000
Job Financial Advisor at Valeo Financial Advisors, LLC
Industry Financial Services
Experience
Valeo Financial Advisors, LLC August 2006 - Present
Hufford Financial Advisors May 2000 - August 2006
Oxford Financial Group, Ltd. January 1998 - May 2000
Renaissance, LLC January 1997 - January 1998
PGR Solutions May 1995 - December 1996
Skills
Financial Planning, 401k, Investments, Retirement Plans, Retirement Solutions, Retirement Income..., Retirement Planning, Retirement Services, Retirement Plan..., Investment Advisory, Registered Investment..., Certified Financial...
Education
San Jose State University 1991 — 1995
BS, Business Finance
Center for Fiduciary Studies - Accredited Investment Fiduciary® (AIF®) Designation
AIF® Designation, Accredited Investment Fiduciary® (AIF®)
College for Financial Planning - Certified Financial Planner™ (CFP®) Designation
CFP® Designation, Certified Financial Planner(TM) Practitioner
Valeo Financial Advisors, LLC August 2006 - Present
Hufford Financial Advisors May 2000 - August 2006
Oxford Financial Group, Ltd. January 1998 - May 2000
Renaissance, LLC January 1997 - January 1998
PGR Solutions May 1995 - December 1996
Skills
Financial Planning, 401k, Investments, Retirement Plans, Retirement Solutions, Retirement Income..., Retirement Planning, Retirement Services, Retirement Plan..., Investment Advisory, Registered Investment..., Certified Financial...
Education
San Jose State University 1991 — 1995
BS, Business Finance
Center for Fiduciary Studies - Accredited Investment Fiduciary® (AIF®) Designation
AIF® Designation, Accredited Investment Fiduciary® (AIF®)
College for Financial Planning - Certified Financial Planner™ (CFP®) Designation
CFP® Designation, Certified Financial Planner(TM) Practitioner
Laura Clark, CFA's Oxford Financial Group, Ltd. Experience September 2011 - Present
Job Managing Director at Oxford Financial Group, Ltd.
Industry Financial Services
Experience
Oxford Financial Group, Ltd. September 2011 - Present
Lowry Hill April 2006 - September 2011
Front Barnett Associates LLC August 1998 - March 2006
J.P. Morgan August 1985 - February 1998
Skills
Alternative Investments, Investments, Portfolio Management, Asset Management, Investment Strategies, Equities, Investment Management, Strategic Financial..., Private Equity, Hedge Funds, Wealth Management, Competitive Market..., Manage Client..., Project Management, Client Needs Assessment, Brand Awareness, Family Office, New Market Expansion
Education
University of Chicago 2002 — 2005
MLA, Masters in Humanities
Chartered Financial Analyst (CFA)
Cornell University
B.S Engineering, Operations Research
Shorewood High School
Oxford Financial Group, Ltd. September 2011 - Present
Lowry Hill April 2006 - September 2011
Front Barnett Associates LLC August 1998 - March 2006
J.P. Morgan August 1985 - February 1998
Skills
Alternative Investments, Investments, Portfolio Management, Asset Management, Investment Strategies, Equities, Investment Management, Strategic Financial..., Private Equity, Hedge Funds, Wealth Management, Competitive Market..., Manage Client..., Project Management, Client Needs Assessment, Brand Awareness, Family Office, New Market Expansion
Education
University of Chicago 2002 — 2005
MLA, Masters in Humanities
Chartered Financial Analyst (CFA)
Cornell University
B.S Engineering, Operations Research
Shorewood High School
Michael W. Phillips's Oxford Financial Group, Ltd. Experience May 2012 - July 2012
Job Financial Advisor at Valeo Financial Advisors LLC
Industry Financial Services
Experience
Valeo Financial Advisors LLC July 2014 - Present
Oxford Financial Group, Ltd. May 2012 - July 2012
Skills
Investments, Finance, Financial Modeling, Valuation, Estate Planning, Microsoft Excel, PowerPoint, Risk Management, Strategy, Microsoft Office, Tax, Leadership, Management, Financial Analysis, Public Speaking, Strategic Planning, Customer Service
Education
University of Indianapolis
Master of Business Administration (MBA), Finance, General
University of Indianapolis
Bachelor's degree, Finance, General
Culver Military Academy
Valeo Financial Advisors LLC July 2014 - Present
Oxford Financial Group, Ltd. May 2012 - July 2012
Skills
Investments, Finance, Financial Modeling, Valuation, Estate Planning, Microsoft Excel, PowerPoint, Risk Management, Strategy, Microsoft Office, Tax, Leadership, Management, Financial Analysis, Public Speaking, Strategic Planning, Customer Service
Education
University of Indianapolis
Master of Business Administration (MBA), Finance, General
University of Indianapolis
Bachelor's degree, Finance, General
Culver Military Academy
Jeffery Lay, MBA, CMT Jeffery Lay, MBA, CMT's Oxford Financial Group, Ltd. Experience August 2011 - March 2014
Job Considering dynamic leadership opportunities in enterprises with high growth mandates.
Industry Investment Management
Experience
Vanguard Press May 2012 - Present
CMT Board of Governors August 2011 - June 2014
Oxford Financial Group, Ltd. August 2011 - March 2014
Market Technicians Association July 2007 - June 2013
Talon Eight Global Wealth Management June 2008 - July 2011
Neuberger Berman Wealth Management January 2007 - May 2008
Chartered Market Technician Institute (CMTi) January 2004 - May 2008
Sensor Fusion Asset Management January 2002 - December 2006
United States Air Force May 2001 - June 2006
United States Navy May 1987 - April 2001
Skills
Portfolio Management, Hedge Funds, Risk Management, Technical Analysis, Trading, Alternative Investments, Commodity, Wealth Management, Equities, Entrepreneurship, Strategy, Asset Management, Private Equity, Investments, Tactical Asset..., Strategic Planning, Financial Markets, Investment Strategies, Capital Markets, Financial Services, Emerging Markets, Executive Management, Strategic Asset..., Leadership
Education
Xavier University 2011 — 2012
MBA, Finance
United States Naval Academy 1983 — 1987
Bachelors of Science, Mathematics
Market Technicians Association
CMT, Chartered Market Technician
Vanguard Press May 2012 - Present
CMT Board of Governors August 2011 - June 2014
Oxford Financial Group, Ltd. August 2011 - March 2014
Market Technicians Association July 2007 - June 2013
Talon Eight Global Wealth Management June 2008 - July 2011
Neuberger Berman Wealth Management January 2007 - May 2008
Chartered Market Technician Institute (CMTi) January 2004 - May 2008
Sensor Fusion Asset Management January 2002 - December 2006
United States Air Force May 2001 - June 2006
United States Navy May 1987 - April 2001
Skills
Portfolio Management, Hedge Funds, Risk Management, Technical Analysis, Trading, Alternative Investments, Commodity, Wealth Management, Equities, Entrepreneurship, Strategy, Asset Management, Private Equity, Investments, Tactical Asset..., Strategic Planning, Financial Markets, Investment Strategies, Capital Markets, Financial Services, Emerging Markets, Executive Management, Strategic Asset..., Leadership
Education
Xavier University 2011 — 2012
MBA, Finance
United States Naval Academy 1983 — 1987
Bachelors of Science, Mathematics
Market Technicians Association
CMT, Chartered Market Technician
Shannon Hart Shannon Hart's Oxford Financial Group, Ltd. Experience July 2005 - November 2007
Job Certified Pharmacy Tech at Express Scripts
Industry Insurance
Experience
Express Scripts November 2012 - Present
Your Agency Inc. - Allstate February 2012 - Present
Statefarm April 2009 - September 2010
Farmer's Insurance November 2007 - November 2008
Oxford Financial Group, Ltd. July 2005 - November 2007
Benton Express August 2004 - June 2005
Skills
Series 6, Licensing, Excel, Customer Service, Health, Property & Casualty..., Following Up, Sales Presentations, Education
Education
FGCU 2001 — 2003
AA, AS, Business and education
Florida Gulf Coast University 2001 — 2002
A.S; Bachelors, Business Administration and Management
Edison Community College 1991 — 1996
A.A, General
Express Scripts November 2012 - Present
Your Agency Inc. - Allstate February 2012 - Present
Statefarm April 2009 - September 2010
Farmer's Insurance November 2007 - November 2008
Oxford Financial Group, Ltd. July 2005 - November 2007
Benton Express August 2004 - June 2005
Skills
Series 6, Licensing, Excel, Customer Service, Health, Property & Casualty..., Following Up, Sales Presentations, Education
Education
FGCU 2001 — 2003
AA, AS, Business and education
Florida Gulf Coast University 2001 — 2002
A.S; Bachelors, Business Administration and Management
Edison Community College 1991 — 1996
A.A, General
Bill Healy's Oxford Financial Group, Ltd. Experience 1999 - 2005
Job SharePoint Architect at Allegient, LLC
Industry Information Technology and Services
Experience
Allegient, LLC July 2011 - Present
Core BTS March 2010 - October 2012
Ambassador Solutions June 2008 - March 2010
Bucher + Christian Consulting November 2007 - June 2008
Oxford Financial Group, Ltd. 1999 - 2005
Oxford Financial Group, Ltd. 1999 - 2005
Boehring Mannheim 1995 - 1996
Skills
SharePoint, SDLC, .NET, Business Intelligence, C#, Requirements Analysis, Business Analysis, Microsoft SQL Server, Software Project..., SSRS, Solution Architecture, ASP.NET, Enterprise Architecture, Visio, Public Speaking, Web Services, Integration, SSIS, Microsoft Office..., InfoPath
Education
Indiana State University 1986 — 1988
BS CS, BS CS
Rose-Hulman Institute of Technology 1983 — 1986
EE & CS
Jasper High School 1979 — 1983
Allegient, LLC July 2011 - Present
Core BTS March 2010 - October 2012
Ambassador Solutions June 2008 - March 2010
Bucher + Christian Consulting November 2007 - June 2008
Oxford Financial Group, Ltd. 1999 - 2005
Oxford Financial Group, Ltd. 1999 - 2005
Boehring Mannheim 1995 - 1996
Skills
SharePoint, SDLC, .NET, Business Intelligence, C#, Requirements Analysis, Business Analysis, Microsoft SQL Server, Software Project..., SSRS, Solution Architecture, ASP.NET, Enterprise Architecture, Visio, Public Speaking, Web Services, Integration, SSIS, Microsoft Office..., InfoPath
Education
Indiana State University 1986 — 1988
BS CS, BS CS
Rose-Hulman Institute of Technology 1983 — 1986
EE & CS
Jasper High School 1979 — 1983
Mark Pettinga Mark Pettinga's Oxford Financial Group, Ltd. Experience 1992 - 1994
Job Managing Principal, Pettinga Financial
Industry Financial Services
Experience
Pettinga Financial Advisors June 1994 - Present
Oxford Financial Group, Ltd. 1992 - 1994
Ernst and Young January 1989 - June 1992
Skills
Estate Planning, Personal Financial..., Investment Management, College Funding..., Personal Finance, Investment Advisory, Life Insurance, Financial Advisory, Finance, Tax, Retirement Planning, Wealth Management, Mutual Funds, Small Business, Retirement, Asset Allocation, Legal Advice, Management, Wealth, Strategic Planning, Investments, Customer Service
Education
Indiana University School of Law—Bloomington 1984 — 1987
JD, Law
Indiana University - Kelley School of Business 1980 — 1982
B.S., Management
Washington and Lee University 1979 — 1980
Pettinga Financial Advisors June 1994 - Present
Oxford Financial Group, Ltd. 1992 - 1994
Ernst and Young January 1989 - June 1992
Skills
Estate Planning, Personal Financial..., Investment Management, College Funding..., Personal Finance, Investment Advisory, Life Insurance, Financial Advisory, Finance, Tax, Retirement Planning, Wealth Management, Mutual Funds, Small Business, Retirement, Asset Allocation, Legal Advice, Management, Wealth, Strategic Planning, Investments, Customer Service
Education
Indiana University School of Law—Bloomington 1984 — 1987
JD, Law
Indiana University - Kelley School of Business 1980 — 1982
B.S., Management
Washington and Lee University 1979 — 1980
Anne Conway Anne Conway's Oxford Financial Group, Ltd. Experience March 2013 - Present
Job Executive Assistant
Industry Financial Services
Experience
Oxford Financial Group, Ltd. March 2013 - Present
Baird & Warner February 2010 - September 2013
Lakeshore Media October 1995 - December 2009
Devine Racing 2000 - 2009
Skills
Townhomes
Education
Loyola University Chicago 1989 — 1993
BA, Communications
Regina Dominican High School 1985 — 1989
Oxford Financial Group, Ltd. March 2013 - Present
Baird & Warner February 2010 - September 2013
Lakeshore Media October 1995 - December 2009
Devine Racing 2000 - 2009
Skills
Townhomes
Education
Loyola University Chicago 1989 — 1993
BA, Communications
Regina Dominican High School 1985 — 1989
Annette M. Teders, CFA's Oxford Financial Group, Ltd. Experience 2009 - Present
Job
Industry Investment Management
Experience
Oxford Financial Group, Ltd. 2009 - Present
Genworth Financial 2002 - 2009
Lincoln Financial Group 1996 - 2002
American National Trust & Investment Management 1993 - 1996
Education
Indiana University—Purdue University Fort Wayne
B.S., Finance, Accounting
Indiana University—Purdue University Fort Wayne
MBA, Finance
Oxford Financial Group, Ltd. 2009 - Present
Genworth Financial 2002 - 2009
Lincoln Financial Group 1996 - 2002
American National Trust & Investment Management 1993 - 1996
Education
Indiana University—Purdue University Fort Wayne
B.S., Finance, Accounting
Indiana University—Purdue University Fort Wayne
MBA, Finance
Susan Elser's Oxford Financial Group, Ltd. Experience 2000 - 2004
Job at Elser Financial Planning, Inc.
Industry Financial Services
Experience
Elser Financial Planning, Inc. 2004 - Present
Oxford Financial Group, Ltd. 2000 - 2004
Charles Schwab & Co 1996 - 2000
Skills
Estate Planning, Retirement, Investment Management, Strategic Financial..., Financial Advisory, Financial Planners, Wealth Management, Retirement Planning, Wealth, Succession Planning, Investment Strategies, Investment Advisory, Asset Allocation, Finance, Personal Finance, Tax, Personal Financial..., 401k, High Net Worth..., Mutual Funds, Investments, Long-term Care, Disability Insurance, Asset Management, Life Insurance, Portfolio Management
Education
Indiana University Bloomington 1981 — 1985
B.A., Economics major, Finance and Philosophy minors
Bosse
Elser Financial Planning, Inc. 2004 - Present
Oxford Financial Group, Ltd. 2000 - 2004
Charles Schwab & Co 1996 - 2000
Skills
Estate Planning, Retirement, Investment Management, Strategic Financial..., Financial Advisory, Financial Planners, Wealth Management, Retirement Planning, Wealth, Succession Planning, Investment Strategies, Investment Advisory, Asset Allocation, Finance, Personal Finance, Tax, Personal Financial..., 401k, High Net Worth..., Mutual Funds, Investments, Long-term Care, Disability Insurance, Asset Management, Life Insurance, Portfolio Management
Education
Indiana University Bloomington 1981 — 1985
B.A., Economics major, Finance and Philosophy minors
Bosse
Scott Breske's Oxford Financial Group, Ltd. Experience December 2013 - Present
Job Portfolio Strategist at Oxford Financial Group, Ltd.
Industry Investment Management
Experience
Oxford Financial Group, Ltd. December 2013 - Present
The Financial Resource Group 2011 - December 2013
Skills
Money Management, Investment Management, Portfolio Management, Financial Analysis, Investment Strategies, Asset Allocation, Financial Markets, Financial Modeling, Stock Trading, ETFs
Education
Indiana Wesleyan University 2014 — 2016
Master of Business Administration (MBA)
Indiana Wesleyan University
Bachelor of Science (BS), Business Administration and Management, General
Oxford Financial Group, Ltd. December 2013 - Present
The Financial Resource Group 2011 - December 2013
Skills
Money Management, Investment Management, Portfolio Management, Financial Analysis, Investment Strategies, Asset Allocation, Financial Markets, Financial Modeling, Stock Trading, ETFs
Education
Indiana Wesleyan University 2014 — 2016
Master of Business Administration (MBA)
Indiana Wesleyan University
Bachelor of Science (BS), Business Administration and Management, General
Jared Nishida, CFA Jared Nishida, CFA's Oxford Financial Group, Ltd. Experience April 2010 - Present
Job Sr. Investment Strategist at Oxford Financial Group, Ltd.
Industry Financial Services
Experience
Oxford Financial Group, Ltd. April 2010 - Present
KSM Capital Advisors February 2005 - April 2010
Education
Taylor University 1998 — 2002
Bachelor of Science (BS), Business Administration
Oxford Financial Group, Ltd. April 2010 - Present
KSM Capital Advisors February 2005 - April 2010
Education
Taylor University 1998 — 2002
Bachelor of Science (BS), Business Administration
Keenan Pierce, J.D.'s Oxford Financial Group, Ltd. Experience October 2013 - Present
Job Family Office Analyst at Oxford Financial Group, Ltd.
Industry Law Practice
Experience
Oxford Financial Group, Ltd. October 2013 - Present
Marion County Prosecutor's Office April 2009 - September 2013
London Witte & Company, LLP June 2007 - February 2009
F.C. Tucker Company 2006 - 2007
America's Top Reality, Inc May 2005 - August 2006
Skills
Bankruptcy, Criminal Law, Legal Research, Real Estate, Courts, Trials, Legal Writing, Hearings, Civil Litigation, Juvenile Law, Litigation, Family Law, Trial Practice, Prosecution, Domestic Relations
Education
Indiana University School of Law—Indianapolis 2005 — 2008
Doctor of Law (JD)
Manhattanville College 2003 — 2005
B.A., Economics
Oxford Financial Group, Ltd. October 2013 - Present
Marion County Prosecutor's Office April 2009 - September 2013
London Witte & Company, LLP June 2007 - February 2009
F.C. Tucker Company 2006 - 2007
America's Top Reality, Inc May 2005 - August 2006
Skills
Bankruptcy, Criminal Law, Legal Research, Real Estate, Courts, Trials, Legal Writing, Hearings, Civil Litigation, Juvenile Law, Litigation, Family Law, Trial Practice, Prosecution, Domestic Relations
Education
Indiana University School of Law—Indianapolis 2005 — 2008
Doctor of Law (JD)
Manhattanville College 2003 — 2005
B.A., Economics
Christine (Dahlgren) Benge Christine (Dahlgren) Benge's Oxford Financial Group, Ltd. Experience June 2007 - Present
Job Executive Assistant at Oxford Financial Group, Ltd.
Industry Investment Management
Experience
Oxford Financial Group, Ltd. June 2007 - Present
Flagship Enterprise Center 2005 - 2007
Allison Electric Drives 1999 - 2004
Skills
Finance, Budgets, Customer Service, Investments, Accounting, Microsoft Office, Microsoft Excel, Salesforce, Executive..., Assistant to Top Level..., Strategic Financial..., Asset Management, Marketing, Market Research, Event Planning
Education
University of Michigan 1972 — 1974
Ferris State University 1970 — 1972
Associates, Business
Oxford Financial Group, Ltd. June 2007 - Present
Flagship Enterprise Center 2005 - 2007
Allison Electric Drives 1999 - 2004
Skills
Finance, Budgets, Customer Service, Investments, Accounting, Microsoft Office, Microsoft Excel, Salesforce, Executive..., Assistant to Top Level..., Strategic Financial..., Asset Management, Marketing, Market Research, Event Planning
Education
University of Michigan 1972 — 1974
Ferris State University 1970 — 1972
Associates, Business
Adam Daum's Oxford Financial Group, Ltd. Experience April 2006 - September 2007
Job Business Systems Programmer Analyst at UCSF
Industry Financial Services
Experience
UCSF April 2015 - Present
UCSF June 2013 - Present
University of San Francisco May 2012 - May 2013
UCSF February 2012 - April 2012
BlackRock November 2009 - October 2010
LetsTalk.com January 2009 - July 2009
VISA INC June 2008 - December 2008
INtake Weekly Magazine June 2007 - October 2007
Oxford Financial Group, Ltd. April 2006 - September 2007
Oxford Financial Group, Ltd. September 2003 - April 2006
Skills
Analysis, Data Analysis, Access, Microsoft Excel, Databases, Analytics, Python, SQL, Management, Budgets, Forecasting, VBA, Software Documentation, Financial Analysis, MapReduce, PeopleSoft, Finance, Training, Process Improvement, Microsoft SQL Server, Investments, ERP, PL/SQL, Data Mining, R, Hadoop, Predictive Analytics, Kaggle, PeopleSoft Financial, PS/nVision, Django, Bootstrap, CSS, HTML, Macro, C#, MVC, ASP.NET, PyCharm, Visual Studio, Flask
Education
INDIANA UNIVERSITY 1999 — 2003
Indiana University Bloomington 1999 — 2003
Bachelor of Science (B.S.), Accounting and Finance
KELLEY SCHOOL OF BUSINESS 1999 — 2003
Bachelor of Science, Finance
Coursera
Coursera
UCSF April 2015 - Present
UCSF June 2013 - Present
University of San Francisco May 2012 - May 2013
UCSF February 2012 - April 2012
BlackRock November 2009 - October 2010
LetsTalk.com January 2009 - July 2009
VISA INC June 2008 - December 2008
INtake Weekly Magazine June 2007 - October 2007
Oxford Financial Group, Ltd. April 2006 - September 2007
Oxford Financial Group, Ltd. September 2003 - April 2006
Skills
Analysis, Data Analysis, Access, Microsoft Excel, Databases, Analytics, Python, SQL, Management, Budgets, Forecasting, VBA, Software Documentation, Financial Analysis, MapReduce, PeopleSoft, Finance, Training, Process Improvement, Microsoft SQL Server, Investments, ERP, PL/SQL, Data Mining, R, Hadoop, Predictive Analytics, Kaggle, PeopleSoft Financial, PS/nVision, Django, Bootstrap, CSS, HTML, Macro, C#, MVC, ASP.NET, PyCharm, Visual Studio, Flask
Education
INDIANA UNIVERSITY 1999 — 2003
Indiana University Bloomington 1999 — 2003
Bachelor of Science (B.S.), Accounting and Finance
KELLEY SCHOOL OF BUSINESS 1999 — 2003
Bachelor of Science, Finance
Coursera
Coursera
Kristine Merta's Oxford Financial Group, Ltd. Experience September 2011 - Present
Job Managing Director at Oxford Financial Group, Ltd.
Industry Investment Management
Experience
Oxford Financial Group, Ltd. September 2011 - Present
Education
William Mitchell College of Law 1996 — 1999
JD, LLM
Oxford Financial Group, Ltd. September 2011 - Present
Education
William Mitchell College of Law 1996 — 1999
JD, LLM
Bruce Benjamin, CFA's Oxford Financial Group, Ltd. Experience February 1995 - May 1997
Job Managing Principal
Industry Financial Services
Experience
Fund Evaluation Group May 1997 - Present
Oxford Financial Group, Ltd. February 1995 - May 1997
Conseco Capital Management 1989 - 1995
Skills
Investments, Alternative Investments, Asset Allocation, Investment Strategies, Asset Management, Hedge Funds, Portfolio Management, Management, Investment Management, Investment Advisory, Fixed Income, Mutual Funds
Education
Indiana University Bloomington 1985 — 1989
BS, Finance
Fund Evaluation Group May 1997 - Present
Oxford Financial Group, Ltd. February 1995 - May 1997
Conseco Capital Management 1989 - 1995
Skills
Investments, Alternative Investments, Asset Allocation, Investment Strategies, Asset Management, Hedge Funds, Portfolio Management, Management, Investment Management, Investment Advisory, Fixed Income, Mutual Funds
Education
Indiana University Bloomington 1985 — 1989
BS, Finance
Mara Yachik's Oxford Financial Group, Ltd. Experience June 2007 - January 2009
Job Process & Procedures Consultant
Industry Investment Management
Experience
Self-employed consultant (finance) November 2010 - Present
Provident Capital June 2012 - October 2014
Paws and Think 2011 - 2011
The Home Depot 2010 - 2011
The Good Mom February 2005 - November 2010
USA Funds January 2010 - August 2010
Oxford Financial Group, Ltd. June 2007 - January 2009
Merrill Lynch 2005 - 2007
Bank of Texas 2000 - 2005
Campus America, Inc. 1981 - 1998
Skills
Strategic Financial..., Strategic Planning, Relationship Management, Business Development, Process Management, Wealth Management, Portfolio Management, Investments, Asset Managment, Investment Advisory, Banking, Financial Advisory, Leadership, Management, Asset Management, Mergers & Acquisitions, Finance, Business Planning, Change Management, Process Improvement, Strategy, Financial Services, Team Building, Project Management, Team Leadership, Budgets, Public Speaking, Customer Service, New Business Development, Analysis, Contract Negotiation, Financial Analysis, Business Strategy, Consulting
Education
Ball State University - College of Business 1998 — 2000
BS, Economics
Indiana University-Purdue University at Indianapolis
Self-employed consultant (finance) November 2010 - Present
Provident Capital June 2012 - October 2014
Paws and Think 2011 - 2011
The Home Depot 2010 - 2011
The Good Mom February 2005 - November 2010
USA Funds January 2010 - August 2010
Oxford Financial Group, Ltd. June 2007 - January 2009
Merrill Lynch 2005 - 2007
Bank of Texas 2000 - 2005
Campus America, Inc. 1981 - 1998
Skills
Strategic Financial..., Strategic Planning, Relationship Management, Business Development, Process Management, Wealth Management, Portfolio Management, Investments, Asset Managment, Investment Advisory, Banking, Financial Advisory, Leadership, Management, Asset Management, Mergers & Acquisitions, Finance, Business Planning, Change Management, Process Improvement, Strategy, Financial Services, Team Building, Project Management, Team Leadership, Budgets, Public Speaking, Customer Service, New Business Development, Analysis, Contract Negotiation, Financial Analysis, Business Strategy, Consulting
Education
Ball State University - College of Business 1998 — 2000
BS, Economics
Indiana University-Purdue University at Indianapolis
Kim Mendez's Oxford Financial Group, Ltd. Experience April 1999 - July 2005
Job Operations Coordinator at CHORUS, Inc.
Industry Professional Training & Coaching
Experience
CHORUS, Inc. July 2005 - Present
Oxford Financial Group, Ltd. April 1999 - July 2005
Langham Logistics 1996 - 1999
Skills
MS Office Suite, MS Project, Survey Monkey, SurveyMonkey, Microsoft Office, Public Speaking
Education
Indiana University - Kelley School of Business 1988 — 1993
Marketing/Distribution Management
CHORUS, Inc. July 2005 - Present
Oxford Financial Group, Ltd. April 1999 - July 2005
Langham Logistics 1996 - 1999
Skills
MS Office Suite, MS Project, Survey Monkey, SurveyMonkey, Microsoft Office, Public Speaking
Education
Indiana University - Kelley School of Business 1988 — 1993
Marketing/Distribution Management
Courtney Culver Courtney Culver's Oxford Financial Group, Ltd. Experience May 2011 - April 2014
Job Senior Manager, Solutions Engineering Operations at Salesforce Marketing Cloud
Industry Marketing and Advertising
Experience
salesforce.com April 2014 - Present
Oxford Financial Group, Ltd. May 2011 - April 2014
Endeavor Communications May 2007 - May 2011
Eton Academy July 2004 - August 2005
Farmington Public Schools January 2005 - April 2005
St. Jude Children's Research Hospital June 2000 - May 2002
Skills
Marketing Communications, Public Relations, Corporate Communications, Internal Communications, Marketing Strategy, Social Media, Media Relations, Public Speaking, Event Management, Strategic Planning, Market Research, Advertising, Customer Relations, Budgeting, Copywriting, Social Media Marketing, Direct Mail, Photoshop, Customer Service, Marketing Management, Community Relations, Analysis, Newsletters, Microsoft Office, Event Planning, Press Releases, Writing, Editing, Online Marketing, Promotions, Fundraising, Research, Strategic Communications, Brand Development, Email Marketing, Proposal Writing, Non-profits, Excel, Budget Management, Direct Marketing, Social Networking, Word, Planning, PowerPoint, Crisis Communications, Journalism, InDesign, Publicity, New Business Development, Negotiation
Education
Siena Heights University 2002 — 2005
M.A., Organizational Leadership
Franklin College 1996 — 2000
Bachelor's, Journalism-Advertising/Public Relations
salesforce.com April 2014 - Present
Oxford Financial Group, Ltd. May 2011 - April 2014
Endeavor Communications May 2007 - May 2011
Eton Academy July 2004 - August 2005
Farmington Public Schools January 2005 - April 2005
St. Jude Children's Research Hospital June 2000 - May 2002
Skills
Marketing Communications, Public Relations, Corporate Communications, Internal Communications, Marketing Strategy, Social Media, Media Relations, Public Speaking, Event Management, Strategic Planning, Market Research, Advertising, Customer Relations, Budgeting, Copywriting, Social Media Marketing, Direct Mail, Photoshop, Customer Service, Marketing Management, Community Relations, Analysis, Newsletters, Microsoft Office, Event Planning, Press Releases, Writing, Editing, Online Marketing, Promotions, Fundraising, Research, Strategic Communications, Brand Development, Email Marketing, Proposal Writing, Non-profits, Excel, Budget Management, Direct Marketing, Social Networking, Word, Planning, PowerPoint, Crisis Communications, Journalism, InDesign, Publicity, New Business Development, Negotiation
Education
Siena Heights University 2002 — 2005
M.A., Organizational Leadership
Franklin College 1996 — 2000
Bachelor's, Journalism-Advertising/Public Relations
RJ Stuart RJ Stuart's Oxford Financial Group, Ltd. Experience May 2010 - August 2010
Job Indiana University School of Dentistry
Industry Medical Practice
Experience
Cognizant Technology Solutions July 2013 - September 2013
KeyBanc Capital Markets May 2011 - August 2011
Oxford Financial Group, Ltd. May 2010 - August 2010
Skills
Microsoft Office, Financial Modeling, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Valuation, Social Media, Customer Service, Business Analysis, Data Analysis, Public Speaking, Access, Accounting, Strategic Financial..., Marketing, Research, HTML, Sales, Outlook, SQL, Analysis
Education
Indiana University School of Dentistry 2015 — 2019
DDS
Indiana University - Kelley School of Business 2012 — 2013
Master of Science (MS), Information Systems
Indiana University - Kelley School of Business 2007 — 2012
Bachelor of Science (B.S.), Accounting and Finance
London School of Economics and Political Science
Summer Classes, Financial Markets
Cognizant Technology Solutions July 2013 - September 2013
KeyBanc Capital Markets May 2011 - August 2011
Oxford Financial Group, Ltd. May 2010 - August 2010
Skills
Microsoft Office, Financial Modeling, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Valuation, Social Media, Customer Service, Business Analysis, Data Analysis, Public Speaking, Access, Accounting, Strategic Financial..., Marketing, Research, HTML, Sales, Outlook, SQL, Analysis
Education
Indiana University School of Dentistry 2015 — 2019
DDS
Indiana University - Kelley School of Business 2012 — 2013
Master of Science (MS), Information Systems
Indiana University - Kelley School of Business 2007 — 2012
Bachelor of Science (B.S.), Accounting and Finance
London School of Economics and Political Science
Summer Classes, Financial Markets
Vik VarWoo's Oxford Financial Group, Ltd. Experience August 2007 - April 2009
Job State Program Director at NAMI Georgia
Industry Online Media
Experience
Nami Georgia Inc State Program DirectorNAMI Georgia2015 - Present
Viktory Kouture January 2013 - Present
VikVarWoo.com April 2012 - Present
Ivy Preparatory Academy July 2012 - December 2012
Imagine Schools April 2009 - June 2012
Oxford Financial Group, Ltd. August 2007 - April 2009
Skills
Event Planning, Public Speaking, Social Media, PowerPoint, Microsoft Office, Research, Public Relations, Management, Social Media Marketing, Fundraising, Nonprofits, Blogging
Education
Indiana University-Purdue University Indianapolis 2004 — 2006
BA, English
Kennesaw State University 2002 — 2004
Bachelor of Science (BS), Secondary English Education
Nami Georgia Inc State Program DirectorNAMI Georgia2015 - Present
Viktory Kouture January 2013 - Present
VikVarWoo.com April 2012 - Present
Ivy Preparatory Academy July 2012 - December 2012
Imagine Schools April 2009 - June 2012
Oxford Financial Group, Ltd. August 2007 - April 2009
Skills
Event Planning, Public Speaking, Social Media, PowerPoint, Microsoft Office, Research, Public Relations, Management, Social Media Marketing, Fundraising, Nonprofits, Blogging
Education
Indiana University-Purdue University Indianapolis 2004 — 2006
BA, English
Kennesaw State University 2002 — 2004
Bachelor of Science (BS), Secondary English Education
Jill Horsfield's Oxford Financial Group, Ltd. Experience May 2012 - January 2013
Job Consulting Services Associate at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments June 2014 - Present
Nuveen Investments May 2013 - August 2013
Oxford Financial Group, Ltd. May 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Data Analysis, Databases, Account Management, Microsoft SharePoint, Python, Salesforce.com, Analysis
Education
Purdue University 2010 — 2014
Bachelor of Science, Business Mathematics, Senior
Nuveen Investments June 2014 - Present
Nuveen Investments May 2013 - August 2013
Oxford Financial Group, Ltd. May 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Data Analysis, Databases, Account Management, Microsoft SharePoint, Python, Salesforce.com, Analysis
Education
Purdue University 2010 — 2014
Bachelor of Science, Business Mathematics, Senior
Rob Hauswirth Rob Hauswirth's Oxford Financial Group, Ltd. Experience October 2007 - March 2015
Job Managing Director at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO March 2015 - Present
Oxford Financial Group, Ltd. October 2007 - March 2015
Gresham Partners, LLC July 2001 - September 2007
Arthur Andersen, LLP May 1995 - June 2001
Skills
Investments, Alternative Investments, Asset Managment, Wealth Management, Hedge Funds, Asset Allocation, Portfolio Management, Private Equity, Due Diligence, Equities, Investment Advisory, Financial Analysis, Investment Strategies, Mergers, Risk Management, Financial Modeling, Valuation, Estate Planning, Capital Markets, Fixed Income, Wealth, Finance, Financial Advisory, Mergers & Acquisitions, Asset Management, Financial Services, Strategic Financial...
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Entreprenuership, Finance, & Marketing
University of Wisconsin-Milwaukee - Lubar School of Business 1992 — 1995
BBA, Accounting
University of Wisconsin-Eau Claire 1987 — 1992
BS, Mathematics
CTC myCFO March 2015 - Present
Oxford Financial Group, Ltd. October 2007 - March 2015
Gresham Partners, LLC July 2001 - September 2007
Arthur Andersen, LLP May 1995 - June 2001
Skills
Investments, Alternative Investments, Asset Managment, Wealth Management, Hedge Funds, Asset Allocation, Portfolio Management, Private Equity, Due Diligence, Equities, Investment Advisory, Financial Analysis, Investment Strategies, Mergers, Risk Management, Financial Modeling, Valuation, Estate Planning, Capital Markets, Fixed Income, Wealth, Finance, Financial Advisory, Mergers & Acquisitions, Asset Management, Financial Services, Strategic Financial...
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Entreprenuership, Finance, & Marketing
University of Wisconsin-Milwaukee - Lubar School of Business 1992 — 1995
BBA, Accounting
University of Wisconsin-Eau Claire 1987 — 1992
BS, Mathematics
Debbie Glymph-Bennett's Oxford Financial Group, Ltd. Experience June 2005 - October 2010
Job Enthusiastic professional with strong writing, research, marketing, and business development skills.
Industry Research
Experience
KSM Consulting (A Katz, Sapper & Miller Co.) June 2014 - January 2015
The Children's Museum of Indianapolis April 2011 - June 2014
Oxford Financial Group, Ltd. June 2005 - October 2010
Networks Financial Institute May 2003 - May 2005
Helmer Scientific April 2003 - May 2004
National Association of Home Builders (NAHB) May 2001 - May 2003
Skills
Social Media, Event Planning, Public Relations, Social Media Marketing, Marketing Communications, Strategy, Fundraising, Marketing, Event Management, Newsletters, Press Releases, Leadership, Proposal Writing, Advertising, Management, Budgets, Community Outreach, Research, Internal Communications, Copy Editing, Time Management
Education
Indiana University Bloomington
Bachelor of Arts (B.A.), Journalism
Indiana Writers Center
Warren Central
KSM Consulting (A Katz, Sapper & Miller Co.) June 2014 - January 2015
The Children's Museum of Indianapolis April 2011 - June 2014
Oxford Financial Group, Ltd. June 2005 - October 2010
Networks Financial Institute May 2003 - May 2005
Helmer Scientific April 2003 - May 2004
National Association of Home Builders (NAHB) May 2001 - May 2003
Skills
Social Media, Event Planning, Public Relations, Social Media Marketing, Marketing Communications, Strategy, Fundraising, Marketing, Event Management, Newsletters, Press Releases, Leadership, Proposal Writing, Advertising, Management, Budgets, Community Outreach, Research, Internal Communications, Copy Editing, Time Management
Education
Indiana University Bloomington
Bachelor of Arts (B.A.), Journalism
Indiana Writers Center
Warren Central
Sheryl Lambert's Oxford Financial Group, Ltd. Experience March 1993 - April 2003
Job Administrative Services Manager at NICO Corporation
Industry Medical Devices
Experience
NICO Corporation January 2009 - Present
Hologic August 2007 - November 2008
Suros Surgical Systems August 2004 - August 2007
Galyan's Trading Company April 2003 - July 2004
Oxford Financial Group, Ltd. March 1993 - April 2003
Skills
Meeting Planning, Travel Planning, Tradeshow Planning, Customer Service, IT Management, HR administration, Microsoft Office, Event Planning, Administrative Support, Administration, Office Management, Customer Relations, Administrative..., System Administration, Human Resources, Outlook, Healthcare, Process Scheduler, Board of Directors...
Education
Indiana University-Purdue University at Indianapolis 1987 — 1992
B.S., Business Administration
NICO Corporation January 2009 - Present
Hologic August 2007 - November 2008
Suros Surgical Systems August 2004 - August 2007
Galyan's Trading Company April 2003 - July 2004
Oxford Financial Group, Ltd. March 1993 - April 2003
Skills
Meeting Planning, Travel Planning, Tradeshow Planning, Customer Service, IT Management, HR administration, Microsoft Office, Event Planning, Administrative Support, Administration, Office Management, Customer Relations, Administrative..., System Administration, Human Resources, Outlook, Healthcare, Process Scheduler, Board of Directors...
Education
Indiana University-Purdue University at Indianapolis 1987 — 1992
B.S., Business Administration
Vivian Lobb's Oxford Financial Group, Ltd. Experience February 2006 - November 2011
Job Legal Coordinator & Asst to General Counsel
Industry Real Estate
Experience
Kite Realty Group May 2014 - Present
Maginn Wealth Advisors November 2011 - May 2014
Oxford Financial Group, Ltd. February 2006 - November 2011
East Indianapolis Oral & Maxillofacial Surgery November 1999 - February 2006
Skills
Email Marketing, Social Media, Marketing, Event Planning, Marketing Strategy, Marketing Communications, Social Media Marketing, Database Marketing, Lead Generation, New Business Development, Customer Service, Event Management
Education
Franklin College
Journalism
Kite Realty Group May 2014 - Present
Maginn Wealth Advisors November 2011 - May 2014
Oxford Financial Group, Ltd. February 2006 - November 2011
East Indianapolis Oral & Maxillofacial Surgery November 1999 - February 2006
Skills
Email Marketing, Social Media, Marketing, Event Planning, Marketing Strategy, Marketing Communications, Social Media Marketing, Database Marketing, Lead Generation, New Business Development, Customer Service, Event Management
Education
Franklin College
Journalism
Angela J. Gamble Angela J. Gamble's Oxford Financial Group, Ltd. Experience May 2014 - June 2015
Job Executive Assistant to COO
Industry Insurance
Experience
Oxford Financial Group, Ltd. May 2014 - June 2015
Orthopaedic Associates of Michigan July 2012 - March 2014
Sequenom, Inc. March 2009 - July 2012
Fisen Corporation December 2007 - March 2009
Steelcase January 1992 - July 2007
Skills
Office Management, Supply Ordering, Organization Skills, Customer Satisfaction, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Visio, MapPoint, Typing, Salesforce.com, Concur
Education
Davenport University 1992 — 1994
Certification
Grand Valley State University 1984 — 1988
Bachelor’s Degree
Oxford Financial Group, Ltd. May 2014 - June 2015
Orthopaedic Associates of Michigan July 2012 - March 2014
Sequenom, Inc. March 2009 - July 2012
Fisen Corporation December 2007 - March 2009
Steelcase January 1992 - July 2007
Skills
Office Management, Supply Ordering, Organization Skills, Customer Satisfaction, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Visio, MapPoint, Typing, Salesforce.com, Concur
Education
Davenport University 1992 — 1994
Certification
Grand Valley State University 1984 — 1988
Bachelor’s Degree
Paige Powers's Oxford Financial Group, Ltd. Experience May 2014 - August 2014
Job Senior at DePauw University | Economics and History Major | CEO Kappa Alpha Theta
Industry
Experience
DePauw Consulting Club August 2015 - Present
Kappa Alpha Theta Sorority November 2014 - Present
IBM May 2015 - August 2015
Slalom Consulting August 2014 - December 2014
Oxford Financial Group, Ltd. May 2014 - August 2014
The DePauw Newspaper March 2013 - May 2014
The Liegl Family May 2013 - August 2013
Skills
Leadership, Organization, Economics, American History, Spanish-speaking, Highly self-motivated, Team-oriented, Communication, Critical Thinking
Education
DePauw University 2012 — 2016
Pursuing a B.A., Economics and History
Indiana University - Kelley School of Business 2015 — 2015
Liberal Arts Management Accelerator Program
Bishop Chatard High School 2008 — 2012
DePauw Consulting Club August 2015 - Present
Kappa Alpha Theta Sorority November 2014 - Present
IBM May 2015 - August 2015
Slalom Consulting August 2014 - December 2014
Oxford Financial Group, Ltd. May 2014 - August 2014
The DePauw Newspaper March 2013 - May 2014
The Liegl Family May 2013 - August 2013
Skills
Leadership, Organization, Economics, American History, Spanish-speaking, Highly self-motivated, Team-oriented, Communication, Critical Thinking
Education
DePauw University 2012 — 2016
Pursuing a B.A., Economics and History
Indiana University - Kelley School of Business 2015 — 2015
Liberal Arts Management Accelerator Program
Bishop Chatard High School 2008 — 2012
Donna Sterwerf's Oxford Financial Group, Ltd. Experience February 2015 - Present
Job Client Service Manager at Oxford Financial Group, Ltd.
Industry Financial Services
Experience
Oxford Financial Group, Ltd. February 2015 - Present
Merrill Lynch March 2012 - February 2015
Merrill Lynch February 2003 - March 2012
Skills
Establish & Maintain..., Financial Analysis, Asset Allocation, Wealth Management, Estate Planning, Customer Service, Business Development, Client events, Finance, Financial Planning, Management, Retirement Planning, Series 7, Strategic Financial..., Strategic Planning
Education
University of Cincinnati College of Business 1996 — 2001
Bachelor of Business, Finance
Finneytown High School
Oxford Financial Group, Ltd. February 2015 - Present
Merrill Lynch March 2012 - February 2015
Merrill Lynch February 2003 - March 2012
Skills
Establish & Maintain..., Financial Analysis, Asset Allocation, Wealth Management, Estate Planning, Customer Service, Business Development, Client events, Finance, Financial Planning, Management, Retirement Planning, Series 7, Strategic Financial..., Strategic Planning
Education
University of Cincinnati College of Business 1996 — 2001
Bachelor of Business, Finance
Finneytown High School
Kathryn Hower's Oxford Financial Group, Ltd. Experience January 1991 - March 1999
Job Wealth Advisor at Bedel Financial Consulting
Industry Financial Services
Experience
Bedel Financial Consulting January 2005 - Present
Goelzer Investment Management March 2004 - January 2005
Local Family Office March 1999 - March 2004
Oxford Financial Group, Ltd. January 1991 - March 1999
Education
Purdue University 1986 — 1990
BS, Personal Financial Planning and Counseling
Bedel Financial Consulting January 2005 - Present
Goelzer Investment Management March 2004 - January 2005
Local Family Office March 1999 - March 2004
Oxford Financial Group, Ltd. January 1991 - March 1999
Education
Purdue University 1986 — 1990
BS, Personal Financial Planning and Counseling
Rachel McGuire, CFA's Oxford Financial Group, Ltd. Experience March 2011 - August 2014
Job Director of Analytics and Trading at The Milestone Group, Inc.
Industry Investment Management
Experience
The Milestone Group, Inc. September 2015 - Present
The Milestone Group, Inc. September 2014 - Present
Oxford Financial Group, Ltd. March 2011 - August 2014
Oxford Financial Group, Ltd. March 2009 - March 2011
Irwin Union Bank March 2007 - December 2008
Irwin Union Bank October 2002 - February 2007
Dynegy March 2001 - June 2002
Skills
Portfolio Management, Client Service Oriented, Chartered Financial..., Budget Process, Banking, Financial Analysis, Financial Modeling, Financial Forecasting, Risk Management, Investment Advisory, Microsoft Excel, Estate Planning, Tamarac
Education
University of Evansville 1994 — 1998
BSBA, Finance, Magna Cum Laude
Harlaxton College 1996 — 1996
The Milestone Group, Inc. September 2015 - Present
The Milestone Group, Inc. September 2014 - Present
Oxford Financial Group, Ltd. March 2011 - August 2014
Oxford Financial Group, Ltd. March 2009 - March 2011
Irwin Union Bank March 2007 - December 2008
Irwin Union Bank October 2002 - February 2007
Dynegy March 2001 - June 2002
Skills
Portfolio Management, Client Service Oriented, Chartered Financial..., Budget Process, Banking, Financial Analysis, Financial Modeling, Financial Forecasting, Risk Management, Investment Advisory, Microsoft Excel, Estate Planning, Tamarac
Education
University of Evansville 1994 — 1998
BSBA, Finance, Magna Cum Laude
Harlaxton College 1996 — 1996
Erin Sikorski's Oxford Financial Group, Ltd. Experience August 2012 - Present
Job Portfolio Strategist at Oxford Financial Group, Ltd.
Industry Financial Services
Experience
Oxford Financial Group, Ltd. August 2012 - Present
Inspired Event Designs 2011 - 2014
Oxford Financial Group, Ltd. August 2008 - August 2012
Oxford Financial Group, Ltd. June 2006 - September 2008
Edward Jones June 2001 - June 2006
Skills
Portfolio Management, Investments, Analysis, Alternative Investments, Mutual Funds, Equities, Customer Service, Finance, Trading, Wealth Management, Salesforce.com, Tamarac Rebalancing..., Asset Allocation, Investment Strategies
Education
College for Financial Planning 2010 — 2013
Program graduate
Indiana University-Purdue University at Indianapolis 2002 — 2005
Bachelor of Science, Finance (concentration in Accounting)
Butler University 1999 — 2001
Oxford Financial Group, Ltd. August 2012 - Present
Inspired Event Designs 2011 - 2014
Oxford Financial Group, Ltd. August 2008 - August 2012
Oxford Financial Group, Ltd. June 2006 - September 2008
Edward Jones June 2001 - June 2006
Skills
Portfolio Management, Investments, Analysis, Alternative Investments, Mutual Funds, Equities, Customer Service, Finance, Trading, Wealth Management, Salesforce.com, Tamarac Rebalancing..., Asset Allocation, Investment Strategies
Education
College for Financial Planning 2010 — 2013
Program graduate
Indiana University-Purdue University at Indianapolis 2002 — 2005
Bachelor of Science, Finance (concentration in Accounting)
Butler University 1999 — 2001
Frank Teers Frank Teers's Oxford Financial Group, Ltd. Experience August 2001 - August 2003
Job Sales Associate at Texan Harley Davidson
Industry Automotive
Experience
Texan Harley Davidson Fixed Income Investment RepresentativeTri-Star FinancialAugust 2003 - June 2009
Oxford Financial Group, Ltd. August 2001 - August 2003
TIG Capital February 2001 - August 2001
Dain Rauscher Inc. January 1999 - February 2001
MJ Whitman July 1997 - January 1999
Tri-Star Financial March 1995 - July 1997
Gillman Mitsubishi May 1993 - March 1995
Mutual Money Desk, DBA Tri-Star Financial August 1990 - May 1993
Evergreen Financial Services July 1989 - August 1990
Mirex Office Technology Systems June 1987 - July 1989
Education
Harley Davidson University 2009 — 2011
Multiple Certifications, P.A.C.E., Finance and Insurance
University of Houston 1985 — 1987
None, Marketing and Finance
United States Marine Corps Technical Schools 1980 — 1984
Multiple Certifications, Weapons Systems, Non Destructive Inspection, Paint and Corrosion Control, Heavy Equipment Operation
Texan Harley Davidson Fixed Income Investment RepresentativeTri-Star FinancialAugust 2003 - June 2009
Oxford Financial Group, Ltd. August 2001 - August 2003
TIG Capital February 2001 - August 2001
Dain Rauscher Inc. January 1999 - February 2001
MJ Whitman July 1997 - January 1999
Tri-Star Financial March 1995 - July 1997
Gillman Mitsubishi May 1993 - March 1995
Mutual Money Desk, DBA Tri-Star Financial August 1990 - May 1993
Evergreen Financial Services July 1989 - August 1990
Mirex Office Technology Systems June 1987 - July 1989
Education
Harley Davidson University 2009 — 2011
Multiple Certifications, P.A.C.E., Finance and Insurance
University of Houston 1985 — 1987
None, Marketing and Finance
United States Marine Corps Technical Schools 1980 — 1984
Multiple Certifications, Weapons Systems, Non Destructive Inspection, Paint and Corrosion Control, Heavy Equipment Operation
Steven Estep's Oxford Financial Group, Ltd. Experience March 1999 - March 2002
Job Manager, Data Services at Fifth Gear
Industry Information Technology and Services
Experience
Fifth Gear April 2012 - Present
Archway Technology Partners November 2010 - April 2012
Crowe Horwath LLP August 2007 - November 2010
Rexnord June 2004 - August 2007
Dura Builders October 2003 - June 2004
Weaver Popcorn March 2002 - October 2003
Oxford Financial Group, Ltd. March 1999 - March 2002
NCS Healthcare October 1988 - March 1999
Skills
SSIS, Microsoft SQL Server, Business Intelligence, SQL, Data Warehousing, ETL, Databases, Project Management, Architecture, Business Objects, T-SQL, Business Analysis, Database Design, SDLC
Education
Indiana University Bloomington 1983 — 1988
Bachelor of Arts, Computer Science
Fifth Gear April 2012 - Present
Archway Technology Partners November 2010 - April 2012
Crowe Horwath LLP August 2007 - November 2010
Rexnord June 2004 - August 2007
Dura Builders October 2003 - June 2004
Weaver Popcorn March 2002 - October 2003
Oxford Financial Group, Ltd. March 1999 - March 2002
NCS Healthcare October 1988 - March 1999
Skills
SSIS, Microsoft SQL Server, Business Intelligence, SQL, Data Warehousing, ETL, Databases, Project Management, Architecture, Business Objects, T-SQL, Business Analysis, Database Design, SDLC
Education
Indiana University Bloomington 1983 — 1988
Bachelor of Arts, Computer Science
Jeannie Hebermehl Van Allen's Oxford Financial Group, Ltd. Experience May 2015 - Present
Job Oxford Financial Group & Lowes Home Improvement
Industry Financial Services
Experience
Oxford Financial Group, Ltd. May 2015 - Present
Lowe's Companies, Inc. March 2013 - Present
Van Allen Home Restoration December 2012 - Present
T2 Systems January 2013 - March 2013
Business Financial Systems Implementation Consultant January 2012 - December 2012
Provident Capital Management, Inc. November 2006 - December 2011
Washington Township Swim Club 2006 - 2008
Oxford Financial Group, Ltd. October 1989 - June 2006
Fountain Square Fletcher Place Investment Corporation June 1988 - August 1989
State of Indiana - Department of Education October 1984 - June 1988
Skills
Workflow Analysis, Data Mapping, Requirements Analysis, Data Mining, Software Implementation, Data Analysis, Software Conversions, Investment Strategies, Wealth Management, Alternative Investments, Rebalancing, Trading, Absolute Return, Operations Strategist, Social Media Strategist, Operations Management, Critical Thinking, Analytic Thinking, Financial Software..., Technology Solutions, Performance Reporting, Reporting Systems, Microsoft Excel, Access, Microsoft Word, Morningstar Office, Visio, MS Project, PowerPoint, Portfolio Center, Infovisa MAUI, SunGard Addvantage, Google Docs, Google Apps, 8x8 Virtual Office, Salesforce, Maximizer CRM, Salesforce.com, Leadership, Project Management, Management, Business Process..., Banking
Education
Butler University
Coursework toward, Masters of Business Administration
Ball State University
BS, Finance
Paul Harding High School
WorkOne
Oxford Financial Group, Ltd. May 2015 - Present
Lowe's Companies, Inc. March 2013 - Present
Van Allen Home Restoration December 2012 - Present
T2 Systems January 2013 - March 2013
Business Financial Systems Implementation Consultant January 2012 - December 2012
Provident Capital Management, Inc. November 2006 - December 2011
Washington Township Swim Club 2006 - 2008
Oxford Financial Group, Ltd. October 1989 - June 2006
Fountain Square Fletcher Place Investment Corporation June 1988 - August 1989
State of Indiana - Department of Education October 1984 - June 1988
Skills
Workflow Analysis, Data Mapping, Requirements Analysis, Data Mining, Software Implementation, Data Analysis, Software Conversions, Investment Strategies, Wealth Management, Alternative Investments, Rebalancing, Trading, Absolute Return, Operations Strategist, Social Media Strategist, Operations Management, Critical Thinking, Analytic Thinking, Financial Software..., Technology Solutions, Performance Reporting, Reporting Systems, Microsoft Excel, Access, Microsoft Word, Morningstar Office, Visio, MS Project, PowerPoint, Portfolio Center, Infovisa MAUI, SunGard Addvantage, Google Docs, Google Apps, 8x8 Virtual Office, Salesforce, Maximizer CRM, Salesforce.com, Leadership, Project Management, Management, Business Process..., Banking
Education
Butler University
Coursework toward, Masters of Business Administration
Ball State University
BS, Finance
Paul Harding High School
WorkOne
Julia (Mikolajczyk) Deal Julia (Mikolajczyk) Deal's Oxford Financial Group, Ltd. Experience 1991 - 1993
Job VP Investments Risk Manager
Industry Investment Management
Experience
FirstMerit Bank March 2008 - August 2013
Citizens Bank Wealth Management 2003 - 2008
Citizens Bank Wealth Management 1997 - 2003
Michigan National Bank 1993 - November 1997
Oxford Financial Group, Ltd. 1991 - 1993
Skills
Portfolio Management, Asset Management, Investments, Wealth Management, Financial Planning, Risk Management, Equities, Asset Allocation, Series 7, Strategic Financial..., Investment Management, Finance, Financial Advisory, Retirement Planning, Mutual Funds, Private Banking
Education
The Ohio State University 1984 — 1988
Bachelor's, Business Administration
FirstMerit Bank March 2008 - August 2013
Citizens Bank Wealth Management 2003 - 2008
Citizens Bank Wealth Management 1997 - 2003
Michigan National Bank 1993 - November 1997
Oxford Financial Group, Ltd. 1991 - 1993
Skills
Portfolio Management, Asset Management, Investments, Wealth Management, Financial Planning, Risk Management, Equities, Asset Allocation, Series 7, Strategic Financial..., Investment Management, Finance, Financial Advisory, Retirement Planning, Mutual Funds, Private Banking
Education
The Ohio State University 1984 — 1988
Bachelor's, Business Administration
Bret Horsfield's Oxford Financial Group, Ltd. Experience May 2008 - August 2008
Job Branch Manager at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2014 - Present
Chase April 2012 - Present
Chase July 2010 - April 2012
Oxford Financial Group, Ltd. May 2008 - August 2008
Skills
Sales Management, Finance, Sales, Operations Management, Multi Tasking, Schedules, Team Leadership, Microsoft Excel, Banking, Relationship Management, Management, Leadership, Customer Service, Credit, Branch Banking, Team Building, Loans
Education
University of Louisville 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General, 3.94
JPMorgan Chase August 2014 - Present
Chase April 2012 - Present
Chase July 2010 - April 2012
Oxford Financial Group, Ltd. May 2008 - August 2008
Skills
Sales Management, Finance, Sales, Operations Management, Multi Tasking, Schedules, Team Leadership, Microsoft Excel, Banking, Relationship Management, Management, Leadership, Customer Service, Credit, Branch Banking, Team Building, Loans
Education
University of Louisville 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General, 3.94
James Mahoney, CFA James Mahoney, CFA's Oxford Financial Group, Ltd. Experience 2008 - Present
Job Senior Investment Strategist at Oxford Financial Group, Ltd.
Industry Investment Management
Experience
Oxford Financial Group, Ltd. 2008 - Present
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Advisory, Investment Strategies, Asset Management, Investment Management, Wealth Management, Portfolio Management, Equities, Fixed Income, Mutual Funds
Education
DePauw University
Bachelor of Arts (B.A.), Economics
Oxford Financial Group, Ltd. 2008 - Present
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Advisory, Investment Strategies, Asset Management, Investment Management, Wealth Management, Portfolio Management, Equities, Fixed Income, Mutual Funds
Education
DePauw University
Bachelor of Arts (B.A.), Economics
Jason Brinks Jason Brinks's Oxford Financial Group, Ltd. Experience June 2007 - Present
Job Managing Director at Oxford Financial Group, Ltd.
Industry Investment Management
Experience
Oxford Financial Group, Ltd. June 2007 - Present
Education
Calvin College 1995 — 1998
Bachelor of Arts (B.A.), Economics
Oxford Financial Group, Ltd. June 2007 - Present
Education
Calvin College 1995 — 1998
Bachelor of Arts (B.A.), Economics
Robert Twitchell Robert Twitchell's Oxford Financial Group, Ltd. Experience November 2011 - Present
Job Managing Director at Oxford Financial Group, Ltd.
Industry Investment Management
Experience
Oxford Financial Group, Ltd. November 2011 - Present
Oxford Financial Group, Ltd. May 2009 - November 2011
JPMorgan Asset Management August 1999 - May 2009
Education
Georgetown University - The McDonough School of Business 1997 — 1999
MBA, Finance
Indiana University Bloomington 1990 — 1994
BS, Finance & International Studies
Phillips Exeter Academy 1986 — 1990
Oxford Financial Group, Ltd. November 2011 - Present
Oxford Financial Group, Ltd. May 2009 - November 2011
JPMorgan Asset Management August 1999 - May 2009
Education
Georgetown University - The McDonough School of Business 1997 — 1999
MBA, Finance
Indiana University Bloomington 1990 — 1994
BS, Finance & International Studies
Phillips Exeter Academy 1986 — 1990
Sue Burton Sue Burton's Oxford Financial Group, Ltd. Experience March 2008 - September 2009
Job Senior Vice President, Enterprise Brand and Corporate Social Responsibilty Programs at Bank of America
Industry Marketing and Advertising
Experience
Bank of America August 2015 - Present
Bank of America February 2014 - August 2015
American Student Assistance April 2011 - February 2014
EMI Strategic Marketing September 2009 - March 2011
Loretta LaRoche Productions 2005 - August 2010
DePuy Medical Devices / Johnson & Johnson January 2009 - September 2009
Oxford Financial Group, Ltd. March 2008 - September 2009
First Marblehead Corporation April 2005 - March 2008
JP Morgan Chase September 2000 - April 2005
Fidelity Investments 1998 - 2000
Skills
Social Media Marketing, New Product Ideas, Introducing New Products, marketing, Marketing Strategy, Product Marketing, Consumer Products, Consumer Behaviour, Financial Services, Educational Technology, Integrated Marketing, Idea Generation, Branding & Identity, Product Innovation, Business Innovation, Business Model..., Business Strategy, Marketing, Lead Generation, Social Media, Digital Media, Direct Marketing, Leadership, Competitive Analysis, Marketing Communications, Email Marketing, Strategy, Direct Mail, Advertising, B2B, User Experience, Business Development, Segmentation, Market Research, Management, Digital Strategy, Brand Development, CRM, Marketing Management, Product Development, Multi-channel Marketing, Brand Management, Public Relations, New Business Development, Analytics, Product Launch, Digital Marketing, People Management
Education
Smith College 2004 — 2004
Management Certificate, Women's Leadership Program
Bentley University 1985 — 1989
Bachelor of Science (BS), Business Communications
Shrewsbury High School 1981 — 1985
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Bank of America August 2015 - Present
Bank of America February 2014 - August 2015
American Student Assistance April 2011 - February 2014
EMI Strategic Marketing September 2009 - March 2011
Loretta LaRoche Productions 2005 - August 2010
DePuy Medical Devices / Johnson & Johnson January 2009 - September 2009
Oxford Financial Group, Ltd. March 2008 - September 2009
First Marblehead Corporation April 2005 - March 2008
JP Morgan Chase September 2000 - April 2005
Fidelity Investments 1998 - 2000
Skills
Social Media Marketing, New Product Ideas, Introducing New Products, marketing, Marketing Strategy, Product Marketing, Consumer Products, Consumer Behaviour, Financial Services, Educational Technology, Integrated Marketing, Idea Generation, Branding & Identity, Product Innovation, Business Innovation, Business Model..., Business Strategy, Marketing, Lead Generation, Social Media, Digital Media, Direct Marketing, Leadership, Competitive Analysis, Marketing Communications, Email Marketing, Strategy, Direct Mail, Advertising, B2B, User Experience, Business Development, Segmentation, Market Research, Management, Digital Strategy, Brand Development, CRM, Marketing Management, Product Development, Multi-channel Marketing, Brand Management, Public Relations, New Business Development, Analytics, Product Launch, Digital Marketing, People Management
Education
Smith College 2004 — 2004
Management Certificate, Women's Leadership Program
Bentley University 1985 — 1989
Bachelor of Science (BS), Business Communications
Shrewsbury High School 1981 — 1985
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Elizabeth Schlueter, J.D.'s Oxford Financial Group, Ltd. Experience July 2012 - May 2015
Job Owner at Schlueter Legal Services, LLC
Industry Law Practice
Experience
Schlueter Legal Services, LLC June 2015 - Present
Oxford Financial Group, Ltd. July 2012 - May 2015
JPMorgan Chase February 2010 - February 2012
JPMorgan Chase January 2007 - February 2010
Skills
Wealth Management, Asset Managment, Estate Planning, Financial Advisory, Strategic Financial..., Financial Services, Investment Management, Mutual Funds, Private Equity, Asset Management, Retirement Planning, Series 63, Hedge Funds, Wealth, Securities, Fixed Income, Financial Planning
Education
Indiana University McKinney School of Law 1989 — 1992
Doctor of Law (J.D.)
Indiana University-Purdue University at Fort Wayne
Bachelor of Arts (B.A.), Political Science and Government
Schlueter Legal Services, LLC June 2015 - Present
Oxford Financial Group, Ltd. July 2012 - May 2015
JPMorgan Chase February 2010 - February 2012
JPMorgan Chase January 2007 - February 2010
Skills
Wealth Management, Asset Managment, Estate Planning, Financial Advisory, Strategic Financial..., Financial Services, Investment Management, Mutual Funds, Private Equity, Asset Management, Retirement Planning, Series 63, Hedge Funds, Wealth, Securities, Fixed Income, Financial Planning
Education
Indiana University McKinney School of Law 1989 — 1992
Doctor of Law (J.D.)
Indiana University-Purdue University at Fort Wayne
Bachelor of Arts (B.A.), Political Science and Government
Nicole Egner Nicole Egner's Oxford Financial Group, Ltd. Experience July 2012 - Present
Job Savile Row/Mayfair Accountant, Oxford Financial Group, Ltd.
Industry Financial Services
Experience
Oxford Financial Group, Ltd. July 2012 - Present
Global Securitization Services, LLC August 2006 - June 2012
Skills
Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Account Reconciliation, General Ledger, Internal Controls
Education
Miami University 2002 — 2006
Bachelor of Science (B.S.), Accounting and Finance
Oxford Financial Group, Ltd. July 2012 - Present
Global Securitization Services, LLC August 2006 - June 2012
Skills
Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Account Reconciliation, General Ledger, Internal Controls
Education
Miami University 2002 — 2006
Bachelor of Science (B.S.), Accounting and Finance
Lora White's Oxford Financial Group, Ltd. Experience October 2006 - Present
Job Fiduciary Officer at Oxford Financial Group, Ltd.
Industry Financial Services
Experience
Oxford Financial Group, Ltd. October 2006 - Present
Skills
Portfolio Management, Risk Management, Investments, Wealth Management, Financial Analysis, Strategic Planning, Banking, Asset Management, Customer Service, Strategic Financial..., Financial Planning, Microsoft Office, Marketing, Event Planning
Education
Ball State University 1982 — 1985
Business Administration and Management, General
Cannon Trust School
Trust Administration
Oxford Financial Group, Ltd. October 2006 - Present
Skills
Portfolio Management, Risk Management, Investments, Wealth Management, Financial Analysis, Strategic Planning, Banking, Asset Management, Customer Service, Strategic Financial..., Financial Planning, Microsoft Office, Marketing, Event Planning
Education
Ball State University 1982 — 1985
Business Administration and Management, General
Cannon Trust School
Trust Administration
Elizabeth Said's Oxford Financial Group, Ltd. Experience August 1998 - February 2000
Job Senior L&D Consultant, Global Learning & Development
Industry Professional Training & Coaching
Experience
MetLife March 2008 - Present
The Cara Group 2007 - March 2008
Yukon December 2006 - March 2007
Premier, Inc. 2002 - 2006
Katten Muchin Rosenman LLP May 2001 - June 2002
Oxford Financial Group, Ltd. August 1998 - February 2000
ExecuTrain January 1996 - August 1998
Skills
Needs Analysis, Blended Learning, E-Learning, Training Delivery, Adult Education, Project Management, Instructional Design, Instructor-led Training, Learning Management, ADDIE, Captivate, Performance Consulting, Leadership Development, Performance Improvement, Job Aids, Training, Hands-on Training, Curriculum Design, Software Documentation, Learning Management..., Organizational..., Leadership, Change Management, Organizational Learning, Coaching, Strategy, Onboarding, Consulting
Education
Northwestern University 2004 — 2006
MS, Communication Systems Strategy & Management
Ball State University 1989 — 1993
BS, Elementary Education
MetLife March 2008 - Present
The Cara Group 2007 - March 2008
Yukon December 2006 - March 2007
Premier, Inc. 2002 - 2006
Katten Muchin Rosenman LLP May 2001 - June 2002
Oxford Financial Group, Ltd. August 1998 - February 2000
ExecuTrain January 1996 - August 1998
Skills
Needs Analysis, Blended Learning, E-Learning, Training Delivery, Adult Education, Project Management, Instructional Design, Instructor-led Training, Learning Management, ADDIE, Captivate, Performance Consulting, Leadership Development, Performance Improvement, Job Aids, Training, Hands-on Training, Curriculum Design, Software Documentation, Learning Management..., Organizational..., Leadership, Change Management, Organizational Learning, Coaching, Strategy, Onboarding, Consulting
Education
Northwestern University 2004 — 2006
MS, Communication Systems Strategy & Management
Ball State University 1989 — 1993
BS, Elementary Education
Mike Veith, CFA's Oxford Financial Group, Ltd. Experience February 2015 - Present
Job Managing Director at Oxford Financial Group, Ltd.
Industry Financial Services
Experience
Oxford Financial Group, Ltd. February 2015 - Present
Merrill Lynch February 2004 - February 2015
Education
Rollins College - Crummer Graduate School of Business 2001 — 2003
MBA, Finance
Rollins College 1998 — 2001
B.A., Economics
University of Notre Dame 1997 — 1998
St. Xavier High School 1993 — 1997
Oxford Financial Group, Ltd. February 2015 - Present
Merrill Lynch February 2004 - February 2015
Education
Rollins College - Crummer Graduate School of Business 2001 — 2003
MBA, Finance
Rollins College 1998 — 2001
B.A., Economics
University of Notre Dame 1997 — 1998
St. Xavier High School 1993 — 1997
Jason Vaurio's Oxford Financial Group, Ltd. Experience June 2014 - Present
Job Investment Research Analyst at Oxford Financial Group, Ltd.
Industry Capital Markets
Experience
Oxford Financial Group, Ltd. June 2014 - Present
Jeffrey Slocum & Associates June 2011 - June 2014
Wells Fargo Securities, LLC December 2008 - February 2010
Ulland Investment Advisors November 2006 - August 2007
Skills
Valuation, Equities, Portfolio Management, Corporate Finance, Equity Research
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2008
Business Bridge Program
Carleton College 2004 — 2008
B.A., Economics
Oxford Financial Group, Ltd. June 2014 - Present
Jeffrey Slocum & Associates June 2011 - June 2014
Wells Fargo Securities, LLC December 2008 - February 2010
Ulland Investment Advisors November 2006 - August 2007
Skills
Valuation, Equities, Portfolio Management, Corporate Finance, Equity Research
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2008
Business Bridge Program
Carleton College 2004 — 2008
B.A., Economics
Jane Mally's Oxford Financial Group, Ltd. Experience October 2001 - Present
Job Client Reporting Assistant at Oxford Financial Group, LTD
Industry Financial Services
Experience
Oxford Financial Group, Ltd. October 2001 - Present
Duke Realty 2001 - 2001
ISBD Corp 1999 - 2001
Skills
Accounting, Budgets, Microsoft Office, Customer Service, Financial Analysis, Event Planning, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis
Education
Ball State University 1976 — 1980
Bachelor of Science, Vocational Home Economics
Oxford Financial Group, Ltd. October 2001 - Present
Duke Realty 2001 - 2001
ISBD Corp 1999 - 2001
Skills
Accounting, Budgets, Microsoft Office, Customer Service, Financial Analysis, Event Planning, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis
Education
Ball State University 1976 — 1980
Bachelor of Science, Vocational Home Economics
Nicholas Klein, CAIA's Oxford Financial Group, Ltd. Experience September 2014 - Present
Job Managing Director at Oxford Financial Group, Ltd.
Industry Investment Management
Experience
Oxford Financial Group, Ltd. September 2014 - Present
Bessemer Trust September 2013 - September 2014
Goldman, Sachs & Co. October 2009 - May 2012
Managers Investment Group June 2007 - October 2009
Skills
Series 7, Series 63
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Concentrations: Economics, Entrepreneurship, & Finance
Miami University
B.S. Business Administration, Major: Finance, Thematic Sequence: Chemistry
Cathedral High School
Oxford Financial Group, Ltd. September 2014 - Present
Bessemer Trust September 2013 - September 2014
Goldman, Sachs & Co. October 2009 - May 2012
Managers Investment Group June 2007 - October 2009
Skills
Series 7, Series 63
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Concentrations: Economics, Entrepreneurship, & Finance
Miami University
B.S. Business Administration, Major: Finance, Thematic Sequence: Chemistry
Cathedral High School
Anthony Ayers, CFA's Oxford Financial Group, Ltd. Experience June 2000 - February 2001
Job Managing Partner, Omnium Capital
Industry Investment Management
Experience
SMI Advisory Services, LLC December 2005 - Present
Omnium Capital, LLC February 2001 - Present
Oxford Financial Group, Ltd. June 2000 - February 2001
Charles Schwab & Co. April 1995 - June 2000
Education
Indiana University Bloomington 1990 — 1994
Bachelor of Science, Finance
SMI Advisory Services, LLC December 2005 - Present
Omnium Capital, LLC February 2001 - Present
Oxford Financial Group, Ltd. June 2000 - February 2001
Charles Schwab & Co. April 1995 - June 2000
Education
Indiana University Bloomington 1990 — 1994
Bachelor of Science, Finance
Abe Weldy, CFA, CAIA's Oxford Financial Group, Ltd. Experience 2000 - 2005
Job Director of Alternative Investments at Indiana University Foundation
Industry Investment Management
Experience
Indiana University Foundation August 2005 - Present
Oxford Financial Group, Ltd. 2000 - 2005
The Windsor Group 1999 - 2000
T. Rowe Price 1998 - 1999
Skills
Investment Strategies, Alternative Investments, Asset Allocation, Portfolio Management, Investments, Investor Relations, Capital Markets, Bloomberg, Due Diligence, Hedge Funds, Valuation, Financial Modeling, Investment Management, Asset Management, Investment Advisory
Education
Miami University 1992 — 1996
Indiana University Foundation August 2005 - Present
Oxford Financial Group, Ltd. 2000 - 2005
The Windsor Group 1999 - 2000
T. Rowe Price 1998 - 1999
Skills
Investment Strategies, Alternative Investments, Asset Allocation, Portfolio Management, Investments, Investor Relations, Capital Markets, Bloomberg, Due Diligence, Hedge Funds, Valuation, Financial Modeling, Investment Management, Asset Management, Investment Advisory
Education
Miami University 1992 — 1996
Robb Hagan's Oxford Financial Group, Ltd. Experience January 2001 - August 2014
Job Business Intelligence Analyst at American Specialty Health
Industry Information Technology and Services
Experience
American Specialty Health May 2015 - Present
Fifth Gear August 2014 - April 2015
Oxford Financial Group, Ltd. January 2001 - August 2014
marchFIRST May 2000 - December 2000
Experian January 2000 - April 2000
Covance September 1997 - December 1999
Ontario Systems September 1994 - September 1997
UPS June 1992 - December 1993
Skills
Visual Basic, VB.NET, SQL Server, ASP.NET, Business Intelligence, Visual Studio, SQL, HTML, Windows, T-SQL, SSRS, ASP, Application Development, SSIS, .NET, IIS, Software Development, Web Applications, Microsoft SQL Server, Microsoft Technologies, Databases, SDLC, Business Analysis, Data Warehousing, Visio, C#, Requirements Analysis
Education
University of Louisville 1988 — 1994
BS, Information Science
American Specialty Health May 2015 - Present
Fifth Gear August 2014 - April 2015
Oxford Financial Group, Ltd. January 2001 - August 2014
marchFIRST May 2000 - December 2000
Experian January 2000 - April 2000
Covance September 1997 - December 1999
Ontario Systems September 1994 - September 1997
UPS June 1992 - December 1993
Skills
Visual Basic, VB.NET, SQL Server, ASP.NET, Business Intelligence, Visual Studio, SQL, HTML, Windows, T-SQL, SSRS, ASP, Application Development, SSIS, .NET, IIS, Software Development, Web Applications, Microsoft SQL Server, Microsoft Technologies, Databases, SDLC, Business Analysis, Data Warehousing, Visio, C#, Requirements Analysis
Education
University of Louisville 1988 — 1994
BS, Information Science
Matt Teeple, CFP's Oxford Financial Group, Ltd. Experience October 2006 - October 2007
Job Owner, Teeple Wealth Management
Industry Financial Services
Experience
Teeple Wealth Management May 2008 - Present
Oxford Financial Group, Ltd. October 2006 - October 2007
A.G. Edwards June 2004 - September 2006
Eli Lilly and Company 2000 - 2001
Skills
Strategic Planning, New Business Development, Customer Service, Business Strategy, Investments, Sales, Business Development, Leadership, Small Business, Retirement Planning, Finance, Risk Management, Wealth Management..., Financial Planners, Wealth Management, Financial Planning
Education
Indiana University Bloomington 1996 — 2000
Bachelor of Science, Finance
Teeple Wealth Management May 2008 - Present
Oxford Financial Group, Ltd. October 2006 - October 2007
A.G. Edwards June 2004 - September 2006
Eli Lilly and Company 2000 - 2001
Skills
Strategic Planning, New Business Development, Customer Service, Business Strategy, Investments, Sales, Business Development, Leadership, Small Business, Retirement Planning, Finance, Risk Management, Wealth Management..., Financial Planners, Wealth Management, Financial Planning
Education
Indiana University Bloomington 1996 — 2000
Bachelor of Science, Finance
Sue McMillen, SPHR, CEBS, SHRM-SCP's Oxford Financial Group, Ltd. Experience June 2010 - Present
Job Chief Talent Officer at Oxford Financial Group, Ltd.
Industry Human Resources
Experience
Oxford Financial Group, Ltd. June 2010 - Present
Achievant October 2006 - July 2010
Union Federal Bank May 1999 - December 2006
Golden Rule Insurance October 1992 - May 1999
Equity Group Investments October 1987 - August 1992
Skills
Performance Management, Employee Relations, Internal Communications
Education
Georgetown University 2003 — 2005
Stonier Graduate School of Banking
Indiana University - Kelley School of Business 1987 — 1989
MBA, Human Resources
Valparaiso University 1982 — 1986
Bachelor's degree, Business Administration and Management, General
Oxford Financial Group, Ltd. June 2010 - Present
Achievant October 2006 - July 2010
Union Federal Bank May 1999 - December 2006
Golden Rule Insurance October 1992 - May 1999
Equity Group Investments October 1987 - August 1992
Skills
Performance Management, Employee Relations, Internal Communications
Education
Georgetown University 2003 — 2005
Stonier Graduate School of Banking
Indiana University - Kelley School of Business 1987 — 1989
MBA, Human Resources
Valparaiso University 1982 — 1986
Bachelor's degree, Business Administration and Management, General
Debra Levite's Oxford Financial Group, Ltd. Experience July 2005 - July 2007
Job Executive Assistant
Industry Nonprofit Organization Management
Experience
Indiana Central District of The Wesleyan Church January 2009 - Present
Oxford Financial Group, Ltd. July 2005 - July 2007
Trinity Wesleyan Church 2000 - 2004
Education
Indiana Wesleyan University
Kellogg Community College
Indiana Central District of The Wesleyan Church January 2009 - Present
Oxford Financial Group, Ltd. July 2005 - July 2007
Trinity Wesleyan Church 2000 - 2004
Education
Indiana Wesleyan University
Kellogg Community College
Debora A. Bennett's Oxford Financial Group, Ltd. Experience July 1994 - Present
Job Managing Director at Oxford Financial Group, Ltd.
Industry Financial Services
Experience
Oxford Financial Group, Ltd. July 1994 - Present
Bank One Indianapolis, NA July 1979 - July 1994
Skills
Investments, Estate Planning, Finance, Insurance, High Net Worth..., Management, Tax, Private Banking, Alternative Investments, Asset Management, Wealth Management, Portfolio Management, Investment Advisory
Education
Indiana University Bloomington 1975 — 1979
BS, Business
North Central High School
Oxford Financial Group, Ltd. July 1994 - Present
Bank One Indianapolis, NA July 1979 - July 1994
Skills
Investments, Estate Planning, Finance, Insurance, High Net Worth..., Management, Tax, Private Banking, Alternative Investments, Asset Management, Wealth Management, Portfolio Management, Investment Advisory
Education
Indiana University Bloomington 1975 — 1979
BS, Business
North Central High School
Russell Dehart's Oxford Financial Group, Ltd. Experience February 2001 - February 2002
Job Software Consultant at National Government Services
Industry Marketing and Advertising
Experience
National Government Services November 2012 - Present
Teleservices Direct June 2011 - October 2012
Central Restaurant Products January 2010 - May 2011
Allison Payment Systems July 2008 - October 2009
Brightpoint December 2006 - July 2008
Roche Diagnostics March 2002 - August 2006
Oxford Financial Group, Ltd. February 2001 - February 2002
Digimarc May 2000 - February 2001
Williams Communications January 1999 - May 2000
Commercial Financial Services May 1996 - January 1999
Skills
VB.NET, C#, Microsoft SQL Server, Oracle SQL, CRM, Full SDLC, Visual Basic, Project Management, Telecommunications, ASP.NET, MySQL, Java, Oracle, SDLC
Education
New Mexico State University 1991 — 1995
BBA, Business Computer Systems
National Government Services November 2012 - Present
Teleservices Direct June 2011 - October 2012
Central Restaurant Products January 2010 - May 2011
Allison Payment Systems July 2008 - October 2009
Brightpoint December 2006 - July 2008
Roche Diagnostics March 2002 - August 2006
Oxford Financial Group, Ltd. February 2001 - February 2002
Digimarc May 2000 - February 2001
Williams Communications January 1999 - May 2000
Commercial Financial Services May 1996 - January 1999
Skills
VB.NET, C#, Microsoft SQL Server, Oracle SQL, CRM, Full SDLC, Visual Basic, Project Management, Telecommunications, ASP.NET, MySQL, Java, Oracle, SDLC
Education
New Mexico State University 1991 — 1995
BBA, Business Computer Systems
Charlie Heekin's Oxford Financial Group, Ltd. Experience May 2008 - May 2012
Job Managing Partner at Millennial Wealth Advisors
Industry Financial Services
Experience
Millennial Wealth Advisors March 2015 - Present
ForestView Wealth Management January 2013 - January 2015
Oxford Financial Group, Ltd. May 2008 - May 2012
Kilpatrick Capital, LLC October 2002 - July 2008
Credit Suisse August 2000 - March 2002
Donaldson, Lufkin & Jenrette December 1997 - August 2000
Salomon Brothers January 1997 - December 1997
Everen Securities April 1993 - December 1996
Boulevard Bank July 1989 - January 1993
Skills
Investment Advisory, Equities, New Business Development, Project Planning, Alternative Investments, Trading, Asset Managment, Portfolio Management, Wealth Management, Asset Allocation, Investments, Financial Services, Financial Analysis, Risk Management, Hedge Funds, High Net Worth..., Asset Management, Capital Markets, Private Equity
Education
Boston College 1984 — 1988
Bachelor of Arts (B.A.), Philosophy and Economics
The Canterbury School 1980 — 1984
Millennial Wealth Advisors March 2015 - Present
ForestView Wealth Management January 2013 - January 2015
Oxford Financial Group, Ltd. May 2008 - May 2012
Kilpatrick Capital, LLC October 2002 - July 2008
Credit Suisse August 2000 - March 2002
Donaldson, Lufkin & Jenrette December 1997 - August 2000
Salomon Brothers January 1997 - December 1997
Everen Securities April 1993 - December 1996
Boulevard Bank July 1989 - January 1993
Skills
Investment Advisory, Equities, New Business Development, Project Planning, Alternative Investments, Trading, Asset Managment, Portfolio Management, Wealth Management, Asset Allocation, Investments, Financial Services, Financial Analysis, Risk Management, Hedge Funds, High Net Worth..., Asset Management, Capital Markets, Private Equity
Education
Boston College 1984 — 1988
Bachelor of Arts (B.A.), Philosophy and Economics
The Canterbury School 1980 — 1984
Ric Seaver's Oxford Financial Group, Ltd. Experience April 1999 - November 2003
Job Financial Advisor at Valeo Financial Advisors, LLC
Industry Financial Services
Experience
Valeo Financial Advisors LLC June 2005 - Present
Arthritis Foundation 2006 - Present
Legacy Financial Advisors, LLC December 2003 - May 2005
Oxford Financial Group, Ltd. April 1999 - November 2003
Prudential Securities June 1994 - March 1999
Skills
Strategic Financial..., Retirement, Financial Advisory, Finance, Leadership, Management, Personal Finance, Financial Planners, Estate Planning, Retirement Planning, Investment Advisory, Investments, Portfolio Management, Wealth Management, Financial Analysis
Education
University of Evansville 1990 — 1994
BS in Business Administration, Finance
Valeo Financial Advisors LLC June 2005 - Present
Arthritis Foundation 2006 - Present
Legacy Financial Advisors, LLC December 2003 - May 2005
Oxford Financial Group, Ltd. April 1999 - November 2003
Prudential Securities June 1994 - March 1999
Skills
Strategic Financial..., Retirement, Financial Advisory, Finance, Leadership, Management, Personal Finance, Financial Planners, Estate Planning, Retirement Planning, Investment Advisory, Investments, Portfolio Management, Wealth Management, Financial Analysis
Education
University of Evansville 1990 — 1994
BS in Business Administration, Finance
Chris LaMothe's Oxford Financial Group, Ltd. Experience December 2002 - April 2006
Job CEO at Elevate Ventures
Industry Aviation & Aerospace
Experience
Elevate Ventures Executive Vice President-Transportation & IndustrialsElement Materials TechnologyApril 2014 - March 2015
Element Materials April 2013 - March 2014
Sherry Laboratories 2006 - April 2013
Oxford Financial Group, Ltd. December 2002 - April 2006
Indiana Chamber of Commerce December 1982 - December 2002
Skills
Strategic Planning, New Business Development, Marketing, Business Strategy, Negotiation, Budgets, Team Building, Event Planning, Marketing Strategy, Public Relations, Non-profits, Public Speaking, Business Development, Fundraising, Sales, Sales Management, Business Planning, Start-ups, Team Leadership, Event Management, Leadership, Management, Project Management, Professional Mentoring, Manufacturing, Staff Development, Training, Customer Service, Coaching, Entrepreneurship, Leadership Development, Cross-functional Team..., Recruiting, Employee Relations, Nonprofits, Strategic Partnerships, Change Management, Contract Negotiation, Operations Management, Analysis, Program Management, Account Management, Product Development, Process Improvement, Continuous Improvement, Project Planning
Education
Indiana University - Kelley School of Business 1990 — 1992
MBA, Business Administration and Management, General
Ball State University 1973 — 1977
Bachelor of Science, Marketing
Elevate Ventures Executive Vice President-Transportation & IndustrialsElement Materials TechnologyApril 2014 - March 2015
Element Materials April 2013 - March 2014
Sherry Laboratories 2006 - April 2013
Oxford Financial Group, Ltd. December 2002 - April 2006
Indiana Chamber of Commerce December 1982 - December 2002
Skills
Strategic Planning, New Business Development, Marketing, Business Strategy, Negotiation, Budgets, Team Building, Event Planning, Marketing Strategy, Public Relations, Non-profits, Public Speaking, Business Development, Fundraising, Sales, Sales Management, Business Planning, Start-ups, Team Leadership, Event Management, Leadership, Management, Project Management, Professional Mentoring, Manufacturing, Staff Development, Training, Customer Service, Coaching, Entrepreneurship, Leadership Development, Cross-functional Team..., Recruiting, Employee Relations, Nonprofits, Strategic Partnerships, Change Management, Contract Negotiation, Operations Management, Analysis, Program Management, Account Management, Product Development, Process Improvement, Continuous Improvement, Project Planning
Education
Indiana University - Kelley School of Business 1990 — 1992
MBA, Business Administration and Management, General
Ball State University 1973 — 1977
Bachelor of Science, Marketing
Amy Braschler's Oxford Financial Group, Ltd. Experience April 2012 - March 2014
Job Michigan Marketing Manager at Lake Express
Industry Marketing and Advertising
Experience
Lake Express March 2014 - Present
Oxford Financial Group, Ltd. April 2012 - March 2014
Ludington Area CVB October 2008 - March 2012
Tulipanes - Latino Film and Art Festival February 2008 - October 2008
City of Holland August 2006 - September 2008
Skills
Event Management, Marketing, Social Media, Public Relations, Event Planning, Community Outreach, Nonprofits, Marketing Strategy, Fundraising, Tourism, Advertising, Newsletters, Budgets, Public Speaking, Marketing Communications
Education
Grand Valley State University 2003 — 2007
Hospitality & Tourism Managment, Minor in Buisness Marketing, Tourism & Community Event Planning
American Floral Design School 2008 — 2008
Master in Floral Design, Floral Design
Lake Express March 2014 - Present
Oxford Financial Group, Ltd. April 2012 - March 2014
Ludington Area CVB October 2008 - March 2012
Tulipanes - Latino Film and Art Festival February 2008 - October 2008
City of Holland August 2006 - September 2008
Skills
Event Management, Marketing, Social Media, Public Relations, Event Planning, Community Outreach, Nonprofits, Marketing Strategy, Fundraising, Tourism, Advertising, Newsletters, Budgets, Public Speaking, Marketing Communications
Education
Grand Valley State University 2003 — 2007
Hospitality & Tourism Managment, Minor in Buisness Marketing, Tourism & Community Event Planning
American Floral Design School 2008 — 2008
Master in Floral Design, Floral Design
Brenda Moore, SPHR's Oxford Financial Group, Ltd. Experience August 1998 - June 2006
Job HR Manager, Indiana at Tyco International / Exacq Technologies
Industry Real Estate
Experience
Tyco Security Products December 2013 - Present
HDG Mansur August 1998 - June 2006
Oxford Financial Group, Ltd. August 1998 - June 2006
Hancock Regional Hospital May 1996 - August 1998
Medi-Span August 1993 - November 1996
Skills
Talent Management, Benefits Administration, Training & Development, Management, Human Resources, Strategic Planning, Leadership, Team Building, Employee Relations, Onboarding, Succession Planning, Organizational..., Leadership Development
Education
Anderson University
BA, Business Management
Union High
Tyco Security Products December 2013 - Present
HDG Mansur August 1998 - June 2006
Oxford Financial Group, Ltd. August 1998 - June 2006
Hancock Regional Hospital May 1996 - August 1998
Medi-Span August 1993 - November 1996
Skills
Talent Management, Benefits Administration, Training & Development, Management, Human Resources, Strategic Planning, Leadership, Team Building, Employee Relations, Onboarding, Succession Planning, Organizational..., Leadership Development
Education
Anderson University
BA, Business Management
Union High
Lorelei Tolson's Oxford Financial Group, Ltd. Experience August 2007 - Present
Job Managing Director at Oxford Financial Group, Ltd.
Industry Financial Services
Experience
Oxford Financial Group, Ltd. August 2007 - Present
Ernst & Young September 1993 - July 2007
Skills
Public Speaking, Analysis, CPA, Microsoft Office, New Business Development, Income Tax, Microsoft Excel, High Net Worth...
Education
Butler University 1990 — 1993
BS, Accounting
Oxford Financial Group, Ltd. August 2007 - Present
Ernst & Young September 1993 - July 2007
Skills
Public Speaking, Analysis, CPA, Microsoft Office, New Business Development, Income Tax, Microsoft Excel, High Net Worth...
Education
Butler University 1990 — 1993
BS, Accounting
Robin Burian's Oxford Financial Group, Ltd. Experience February 2002 - Present
Job Finance Project Manager at Oxford Financial Group, Ltd.
Industry Financial Services
Experience
Oxford Financial Group, Ltd. February 2002 - Present
Cornerstone Controls May 1999 - February 2002
Skills
Finance, Alternative Investments, Valuation, Accounting, Financial Analysis, Financial Reporting, Managerial Finance, General Ledger, Corporate Finance
Education
San Francisco State University 1985 — 1990
Bachelor's degree, Accounting
Monterey Peninsula College 1983 — 1986
Associate's degree, General Studies
Oxford Financial Group, Ltd. February 2002 - Present
Cornerstone Controls May 1999 - February 2002
Skills
Finance, Alternative Investments, Valuation, Accounting, Financial Analysis, Financial Reporting, Managerial Finance, General Ledger, Corporate Finance
Education
San Francisco State University 1985 — 1990
Bachelor's degree, Accounting
Monterey Peninsula College 1983 — 1986
Associate's degree, General Studies
Angela (Klecka) Burlison's Oxford Financial Group, Ltd. Experience 1998 - 2004
Job Manager, Budgeting and Financial Analysis at ITT Educational Services, Inc.
Industry Financial Services
Experience
ITT Educational Services, Inc. February 2015 - Present
ITT Educational Services, Inc. February 2011 - Present
ITT Educational Services, Inc. January 2010 - February 2011
ITT Educational Services, Inc. November 2008 - March 2010
Ace Mortgage Funding February 2007 - November 2008
Interactive Intelligence 2004 - 2007
Oxford Financial Group, Ltd. 1998 - 2004
Wizard Trading, Inc. 1995 - 1998
Skills
Accounting, Financial Accounting, Forecasting, PowerPoint, Financial Reporting, Process Improvement, Finance, Fixed Assets, Microsoft Word, Portfolio Management, Outlook, Financial Analysis, Sarbanes-Oxley Act, Budgets, Public Speaking, Microsoft Office, Analysis, Microsoft Excel
Education
Butler University 1994 — 1998
Bachelors, Finance
ITT Educational Services, Inc. February 2015 - Present
ITT Educational Services, Inc. February 2011 - Present
ITT Educational Services, Inc. January 2010 - February 2011
ITT Educational Services, Inc. November 2008 - March 2010
Ace Mortgage Funding February 2007 - November 2008
Interactive Intelligence 2004 - 2007
Oxford Financial Group, Ltd. 1998 - 2004
Wizard Trading, Inc. 1995 - 1998
Skills
Accounting, Financial Accounting, Forecasting, PowerPoint, Financial Reporting, Process Improvement, Finance, Fixed Assets, Microsoft Word, Portfolio Management, Outlook, Financial Analysis, Sarbanes-Oxley Act, Budgets, Public Speaking, Microsoft Office, Analysis, Microsoft Excel
Education
Butler University 1994 — 1998
Bachelors, Finance
Jessica Giufre's Oxford Financial Group, Ltd. Experience October 2012 - Present
Job Marketing Events Executive Assistant at Oxford Financial Group, Ltd.
Industry Financial Services
Experience
Oxford Financial Group, Ltd. October 2012 - Present
University of Maine January 2008 - March 2012
Education
University of Florida 1999 — 2002
Bachelor of Sciece, Exercise and Sport Science
Oxford Financial Group, Ltd. October 2012 - Present
University of Maine January 2008 - March 2012
Education
University of Florida 1999 — 2002
Bachelor of Sciece, Exercise and Sport Science
Catherine Borkowski's Oxford Financial Group, Ltd. Experience September 2015 - Present
Job Manager, Fiduciary Officer at Oxford Financial Group, Ltd.
Industry Banking
Experience
Oxford Financial Group, Ltd. September 2015 - Present
Salin Bank & Trust Company July 2008 - September 2015
First National Bank of Kokomo September 2000 - July 2008
National City Bank September 1998 - September 2000
Indiana State Department of Revenue February 1996 - September 1998
Catherine Borkowski Law Office 1991 - February 1996
Skills
Loans, Banking, Commercial Lending, Commercial Banking, Credit, Portfolio Management, Investments, Small Business Lending, Wealth Management, New Business Development, Estate Planning, Retail Banking, Management
Education
Indiana University-Purdue University at Indianapolis 1988 — 1991
Juris Doctor (J.D.), Law
Indiana University-Purdue University at Indianapolis 1984 — 1985
Bachelor's Degree, English Language and Literature, General
McGill University 1982 — 1984
None, English Language and Literature, General
Butler University 1981 — 1982
English Language and Literature, General
Oxford Financial Group, Ltd. September 2015 - Present
Salin Bank & Trust Company July 2008 - September 2015
First National Bank of Kokomo September 2000 - July 2008
National City Bank September 1998 - September 2000
Indiana State Department of Revenue February 1996 - September 1998
Catherine Borkowski Law Office 1991 - February 1996
Skills
Loans, Banking, Commercial Lending, Commercial Banking, Credit, Portfolio Management, Investments, Small Business Lending, Wealth Management, New Business Development, Estate Planning, Retail Banking, Management
Education
Indiana University-Purdue University at Indianapolis 1988 — 1991
Juris Doctor (J.D.), Law
Indiana University-Purdue University at Indianapolis 1984 — 1985
Bachelor's Degree, English Language and Literature, General
McGill University 1982 — 1984
None, English Language and Literature, General
Butler University 1981 — 1982
English Language and Literature, General
Philip Halpern's Oxford Financial Group, Ltd. Experience 2006 - 2014
Job Private Investor, Fiduciary and Advisor
Industry Investment Management
Experience
Edgeline Capital Partners 2009 - Present
Deutsche Asset & Wealth Management, RREEF America REIT II 1998 - Present
healtEgames, Inc. May 2014 - Present
Duet India Hotels Limited 2007 - Present
NationsBuilders Insurance Services, Inc. 2006 - Present
Ativo Capital Management LLC April 2015 - Present
Frontenac Company 2007 - December 2014
Oxford Financial Group, Ltd. 2006 - 2014
Tellus Asset Management 2006 - 2010
Dow Jones Hedge Fund Indices 2002 - 2010
Skills
Investments, Portfolio Management, Investment Management, Alternative Investments, Private Equity, Emerging Markets, Asset Management, Investment Strategies, Capital Markets, Hedge Funds, cybersecurity
Education
Northwestern University - Kellogg School of Management 1979 — 1981
A.B.D., Strategic Planning
University of California, Los Angeles 1976 — 1978
M.B.A., Finance
Grinnell College 1972 — 1975
A.B., Anthropology
Edgeline Capital Partners 2009 - Present
Deutsche Asset & Wealth Management, RREEF America REIT II 1998 - Present
healtEgames, Inc. May 2014 - Present
Duet India Hotels Limited 2007 - Present
NationsBuilders Insurance Services, Inc. 2006 - Present
Ativo Capital Management LLC April 2015 - Present
Frontenac Company 2007 - December 2014
Oxford Financial Group, Ltd. 2006 - 2014
Tellus Asset Management 2006 - 2010
Dow Jones Hedge Fund Indices 2002 - 2010
Skills
Investments, Portfolio Management, Investment Management, Alternative Investments, Private Equity, Emerging Markets, Asset Management, Investment Strategies, Capital Markets, Hedge Funds, cybersecurity
Education
Northwestern University - Kellogg School of Management 1979 — 1981
A.B.D., Strategic Planning
University of California, Los Angeles 1976 — 1978
M.B.A., Finance
Grinnell College 1972 — 1975
A.B., Anthropology
James Spengler's Oxford Financial Group, Ltd. Experience 1994 - 2000
Job Finance & Business Manager at American Friends Service Committee
Industry Nonprofit Organization Management
Experience
American Friends Service Committee June 2001 - Present
Oxford Financial Group, Ltd. 1994 - 2000
Skills
Investments, Risk Management, Financial Analysis, Accounting, Finance, Analysis, Nonprofits, Data Analysis
Education
Trinity University
Bachelor of Science (B.S.)
American Friends Service Committee June 2001 - Present
Oxford Financial Group, Ltd. 1994 - 2000
Skills
Investments, Risk Management, Financial Analysis, Accounting, Finance, Analysis, Nonprofits, Data Analysis
Education
Trinity University
Bachelor of Science (B.S.)
Arb Dan's Oxford Financial Group, Ltd. Experience Registered RepresentativeCharles Schwab & CoNovember 1995 - December 1998
Job Client Service Manager at Oxford Financial Group, Ltd.
Industry Investment Management
Experience
Oxford Financial Group, Ltd. Registered RepresentativeCharles Schwab & CoNovember 1995 - December 1998
Education
Ball State University 1989 — 1994
BS, Finance
Ball State University - College of Business
BS, Finance
Oxford Financial Group, Ltd. Registered RepresentativeCharles Schwab & CoNovember 1995 - December 1998
Education
Ball State University 1989 — 1994
BS, Finance
Ball State University - College of Business
BS, Finance
Amy Widiger's Oxford Financial Group, Ltd. Experience September 2015 - Present
Job Portfolio Strategist at Oxford Financial Group, Ltd.
Industry Financial Services
Experience
Oxford Financial Group, Ltd. September 2015 - Present
Oxford Financial Group, Ltd. May 2014 - Present
Nuveen Investments November 2011 - May 2014
Nuveen Investments October 2009 - December 2011
Siella Imaging September 2007 - October 2009
Education
Ball State University 2002 — 2007
Bachelor of Science
Oxford Financial Group, Ltd. September 2015 - Present
Oxford Financial Group, Ltd. May 2014 - Present
Nuveen Investments November 2011 - May 2014
Nuveen Investments October 2009 - December 2011
Siella Imaging September 2007 - October 2009
Education
Ball State University 2002 — 2007
Bachelor of Science
Lisa Cagle's Oxford Financial Group, Ltd. Experience July 2006 - Present
Job Executive Assistant
Industry Investment Management
Experience
Oxford Financial Group, Ltd. July 2006 - Present
Skills
Asset Management, Investment Advisory, Alternative Investments, Wealth Management, Investments, Portfolio Management, Financial Analysis, Strategy, Finance, Management, Customer Service, Financial Planning, Project Management, Microsoft Office, Microsoft Excel, Salesforce.com, Microsoft Word, Team Building, Fundraising, Team Leadership, Organizational Culture
Education
Purdue University
Interior Design
Oxford Financial Group, Ltd. July 2006 - Present
Skills
Asset Management, Investment Advisory, Alternative Investments, Wealth Management, Investments, Portfolio Management, Financial Analysis, Strategy, Finance, Management, Customer Service, Financial Planning, Project Management, Microsoft Office, Microsoft Excel, Salesforce.com, Microsoft Word, Team Building, Fundraising, Team Leadership, Organizational Culture
Education
Purdue University
Interior Design
William Lillwitz's Oxford Financial Group, Ltd. Experience July 2012 - March 2013
Job Account Executive at TradeStation Securities
Industry Financial Services
Experience
TradeStation Securities August 2013 - Present
Oxford Financial Group, Ltd. July 2012 - March 2013
Chicago River Capital January 2010 - July 2012
Skills
Trading, Equities, Alternative Investments, Hedge Funds, Wealth Management
Education
Quincy University 1978 — 1982
Bachelor of Science (B.S.), Accounting
OLCHS
TradeStation Securities August 2013 - Present
Oxford Financial Group, Ltd. July 2012 - March 2013
Chicago River Capital January 2010 - July 2012
Skills
Trading, Equities, Alternative Investments, Hedge Funds, Wealth Management
Education
Quincy University 1978 — 1982
Bachelor of Science (B.S.), Accounting
OLCHS
Stephen Matelic's Oxford Financial Group, Ltd. Experience June 2006 - Present
Job Financial Reporting Analyst
Industry Financial Services
Experience
Oxford Financial Group, Ltd. June 2006 - Present
OneAmerica Financial Partners Inc. January 2000 - May 2006
Education
Indiana State University
Bachelor of Science, Sport Management, minor in Business Admin
Oxford Financial Group, Ltd. June 2006 - Present
OneAmerica Financial Partners Inc. January 2000 - May 2006
Education
Indiana State University
Bachelor of Science, Sport Management, minor in Business Admin
Mike Surak's Oxford Financial Group, Ltd. Experience May 2011 - August 2011
Job Senior Associate at Apartment Realty Advisors
Industry Real Estate
Experience
ARA, A Newmark Company March 2015 - Present
Marcus & Millichap June 2013 - March 2015
StorAmerica Self Storage May 2012 - 2013
Hallmark Home Mortgage May 2012 - August 2012
Oxford Financial Group, Ltd. May 2011 - August 2011
Skills
Financial Analysis, Underwriting, New Business Development, Real Estate Transactions, Real Estate Marketing, Loans, Microsoft Office, Business Development, Marketing, Sales, Real Estate Economics, Customer Service, Leadership, Real Estate, Microsoft Word
Education
University of Dayton
Finance, Entrepreneurship
Brebeuf Jesuit High School
ARA, A Newmark Company March 2015 - Present
Marcus & Millichap June 2013 - March 2015
StorAmerica Self Storage May 2012 - 2013
Hallmark Home Mortgage May 2012 - August 2012
Oxford Financial Group, Ltd. May 2011 - August 2011
Skills
Financial Analysis, Underwriting, New Business Development, Real Estate Transactions, Real Estate Marketing, Loans, Microsoft Office, Business Development, Marketing, Sales, Real Estate Economics, Customer Service, Leadership, Real Estate, Microsoft Word
Education
University of Dayton
Finance, Entrepreneurship
Brebeuf Jesuit High School
Kelley Wissler's Oxford Financial Group, Ltd. Experience May 2007 - Present
Job Executive Assistant at Oxford Financial Group, Ltd.
Industry Investment Management
Experience
Oxford Financial Group, Ltd. May 2007 - Present
IMC Marketing December 1999 - May 2007
Multiplicity January 1997 - December 1999
Skills
Microsoft Office, Computer Literate, Organizing, Time Management, People-oriented, Event Planning, Customer Service, Administrative..., Marketing, Event Management, Fundraising, Microsoft Excel, Social Media
Education
Indiana University-Purdue University at Indianapolis 2000 — 2002
Indiana University Bloomington 1981 — 1982
North Central High School 1978 — 1981
Oxford Financial Group, Ltd. May 2007 - Present
IMC Marketing December 1999 - May 2007
Multiplicity January 1997 - December 1999
Skills
Microsoft Office, Computer Literate, Organizing, Time Management, People-oriented, Event Planning, Customer Service, Administrative..., Marketing, Event Management, Fundraising, Microsoft Excel, Social Media
Education
Indiana University-Purdue University at Indianapolis 2000 — 2002
Indiana University Bloomington 1981 — 1982
North Central High School 1978 — 1981
Robert J Wilson's Oxford Financial Group, Ltd. Experience 1999 - 2004
Job Partner at Forte Group
Industry Investment Banking
Experience
Forte Group CFOSource One Healthcare Professionals2010 - 2011
Taylor Capital Management LLC 2009 - 2010
Avstar Aviation Group, Inc. 2007 - 2010
Capnet Securities Corporation 1994 - 2010
Nelson Reid Financial 2006 - 2009
Aurora Financial Services, Inc. 2006 - 2009
Safe Renewable Corporation 2005 - 2007
Oxford Financial Group, Ltd. 1999 - 2004
Skills
Venture Capital, Private Equity, Mergers, Corporate Development, Due Diligence, Financial Modeling, Valuation
Education
Georgetown University 1977 — 1977
Economics & Political Science
Houston Baptist University 1974 — 1977
B.S., Accounting & Management
Forte Group CFOSource One Healthcare Professionals2010 - 2011
Taylor Capital Management LLC 2009 - 2010
Avstar Aviation Group, Inc. 2007 - 2010
Capnet Securities Corporation 1994 - 2010
Nelson Reid Financial 2006 - 2009
Aurora Financial Services, Inc. 2006 - 2009
Safe Renewable Corporation 2005 - 2007
Oxford Financial Group, Ltd. 1999 - 2004
Skills
Venture Capital, Private Equity, Mergers, Corporate Development, Due Diligence, Financial Modeling, Valuation
Education
Georgetown University 1977 — 1977
Economics & Political Science
Houston Baptist University 1974 — 1977
B.S., Accounting & Management
Julie Lenahan's Oxford Financial Group, Ltd. Experience March 1999 - December 2008
Job Vice President and Trust Officer at The National Bank of Indianapolis
Industry Banking
Experience
The National Bank of Indianapolis January 2008 - Present
Oxford Financial Group, Ltd. March 1999 - December 2008
Merchants Bank/National City October 1985 - March 1999
Skills
Wealth Management, Portfolio Management, Investments, Personal Trust..., Charitable Trusts, Trust Services, Trust
Education
Indiana University Bloomington 1980 — 1984
B.S., Business Administration and Management, General
The National Bank of Indianapolis January 2008 - Present
Oxford Financial Group, Ltd. March 1999 - December 2008
Merchants Bank/National City October 1985 - March 1999
Skills
Wealth Management, Portfolio Management, Investments, Personal Trust..., Charitable Trusts, Trust Services, Trust
Education
Indiana University Bloomington 1980 — 1984
B.S., Business Administration and Management, General
Kathleen Kuehl's Oxford Financial Group, Ltd. Experience September 2011 - Present
Job Managing Director at Oxford Financial Group, Ltd.
Industry Investment Management
Experience
Oxford Financial Group, Ltd. September 2011 - Present
J.P. Morgan April 2011 - September 2011
Lowry Hill May 2000 - April 2011
Skills
Investment Advisory, Alternative Investments, Portfolio Management, Risk Management, Asset Allocation, Asset Managment, Equities, Retirement Planning
Education
University of Minnesota Law School 1986 — 1989
Juris Doctorate, Probate and Trust
Winona State University 1982 — 1986
Bachelor of Science, Paralegal Studies
Oxford Financial Group, Ltd. September 2011 - Present
J.P. Morgan April 2011 - September 2011
Lowry Hill May 2000 - April 2011
Skills
Investment Advisory, Alternative Investments, Portfolio Management, Risk Management, Asset Allocation, Asset Managment, Equities, Retirement Planning
Education
University of Minnesota Law School 1986 — 1989
Juris Doctorate, Probate and Trust
Winona State University 1982 — 1986
Bachelor of Science, Paralegal Studies
Paul Wilkin's Oxford Financial Group, Ltd. Experience May 2000 - October 2005
Job Principal Consultant at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting October 2005 - Present
Oxford Financial Group, Ltd. May 2000 - October 2005
Ameriprise Financial Services, Inc. January 1994 - May 2000
Skills
Financial Analysis, Asset Allocation, Investments, Investment Strategies, Asset Management, Mutual Funds, Financial Modeling, Fixed Income, Due Diligence
Education
The Ohio State University 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
Bowling Green State University 1980 — 1984
Bachelor's Degree, Economics
Mercer Investment Consulting October 2005 - Present
Oxford Financial Group, Ltd. May 2000 - October 2005
Ameriprise Financial Services, Inc. January 1994 - May 2000
Skills
Financial Analysis, Asset Allocation, Investments, Investment Strategies, Asset Management, Mutual Funds, Financial Modeling, Fixed Income, Due Diligence
Education
The Ohio State University 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
Bowling Green State University 1980 — 1984
Bachelor's Degree, Economics
Diana Freeman's Oxford Financial Group, Ltd. Experience November 2000 - April 2012
Job Experienced Administrative and Accounting Professional
Industry Investment Management
Experience
Seeking great new opportunity June 2014 - Present
Oxford Financial Group, Ltd. November 2000 - April 2012
The Sandwich Man, Inc. May 1997 - September 2000
Skills
Small Business, Accounting, Bookkeeping, Office Administration, Microsoft Excel, Customer Service, Microsoft Word, Event Planning, Microsoft Office, Fiduciary Operations
Education
Purdue University
Bachelor of Science, Agriculture (Animal Science)
Seeking great new opportunity June 2014 - Present
Oxford Financial Group, Ltd. November 2000 - April 2012
The Sandwich Man, Inc. May 1997 - September 2000
Skills
Small Business, Accounting, Bookkeeping, Office Administration, Microsoft Excel, Customer Service, Microsoft Word, Event Planning, Microsoft Office, Fiduciary Operations
Education
Purdue University
Bachelor of Science, Agriculture (Animal Science)
Christine Kreipke's Oxford Financial Group, Ltd. Experience August 2003 - Present
Job Senior Investment Research Analyst at Oxford Financial Group, Ltd.
Industry Financial Services
Experience
Oxford Financial Group, Ltd. August 2003 - Present
Education
Butler University
Indiana University-Purdue University at Indianapolis
Bachelor of Science (B.S.), Nuclear Medical Technology
University of Indianapolis
Master of Business Administration (MBA)
Oxford Financial Group, Ltd. August 2003 - Present
Education
Butler University
Indiana University-Purdue University at Indianapolis
Bachelor of Science (B.S.), Nuclear Medical Technology
University of Indianapolis
Master of Business Administration (MBA)
Kyle Kent's Oxford Financial Group, Ltd. Experience 2012 - 2014
Job Senior Engineer at Management Information Systems
Industry Information Technology and Services
Experience
Management Information Systems, Company May 2012 - Present
Oxford Financial Group, Ltd. 2012 - 2014
Indianapolis Neighborhood Housing Partnership September 2009 - April 2012
Skills
Citrix, Certified Workforce..., Cisco Technologies, Networking, CCNA, vSphere, VMware ESX, VMware vSphere, CCA
Education
Purdue University 2004 — 2009
Bachelor of Science (BS), Computer and Information Sciences
Management Information Systems, Company May 2012 - Present
Oxford Financial Group, Ltd. 2012 - 2014
Indianapolis Neighborhood Housing Partnership September 2009 - April 2012
Skills
Citrix, Certified Workforce..., Cisco Technologies, Networking, CCNA, vSphere, VMware ESX, VMware vSphere, CCA
Education
Purdue University 2004 — 2009
Bachelor of Science (BS), Computer and Information Sciences
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY