Rehmann Financial
Rehmann Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Rehmann Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Rehmann Financial Salaries. You can even request information on how much does Rehmann Financial pay if you want to. Learn about salaries, pros and cons of working for Rehmann Financial directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
25 Rehmann Financial employees in database. Find out everything there's to know about Rehmann Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Rehmann Financial Employees
Employee
Years
Job
Industry
Lois Gregory Lois Gregory's Rehmann Financial Experience January 2010 - March 2012
Job Registered Investment Assistant at Pension Builders & Consultants
Industry Financial Services
Experience
Pension Builders & Consultants March 2012 - Present
Rehmann Financial January 2010 - March 2012
Ameriprise Financial April 2009 - June 2009
Merrill Lynch 2008 - 2008
Skills
Securities, Retirement Planning, Financial Advisory, Finance, Investments, Strategic Financial..., Banking, Credit, Series 7, FINRA, Uniform Combined State..., Integrated Marketing, Portfolio Management, Customer Service, 401k, Microsoft Excel, Mutual Funds, High Net Worth..., Wealth Management..., Retirement, Leadership, Due Diligence, Financial Planning
Education
University of Michigan
B.A., English Language & Literature
Pension Builders & Consultants March 2012 - Present
Rehmann Financial January 2010 - March 2012
Ameriprise Financial April 2009 - June 2009
Merrill Lynch 2008 - 2008
Skills
Securities, Retirement Planning, Financial Advisory, Finance, Investments, Strategic Financial..., Banking, Credit, Series 7, FINRA, Uniform Combined State..., Integrated Marketing, Portfolio Management, Customer Service, 401k, Microsoft Excel, Mutual Funds, High Net Worth..., Wealth Management..., Retirement, Leadership, Due Diligence, Financial Planning
Education
University of Michigan
B.A., English Language & Literature
Michael A Poland CFA Michael A Poland CFA's Rehmann Financial Experience January 2009 - August 2011
Job Braeburn Wealth Management. Providing unique and thoughtfully constructed investment solutions.
Industry Financial Services
Experience
Braeburn Wealth Management, LLC August 2011 - Present
Rehmann Financial January 2009 - August 2011
The Rehmann Group 2009 - August 2011
West Michigan Symphony 2005 - 2011
Merrill Lynch June 2000 - January 2009
PaineWebber November 1989 - June 2000
Smith Barney May 1989 - November 1989
Skills
Wealth Management, Finance, Wealth, Investment Advisory..., Series 7, Retirement Planning, Investments, Strategic Financial..., Investment Management, Portfolio Management, Securities, Financial Planners, Asset Managment, Estate Planning, Fixed Income
Education
University of St. Thomas 1988 — 1990
MBA Finance, Finance
Michigan State University 1980 — 1984
BS. Engineering, Engineering Arts
Mona Shores
Braeburn Wealth Management, LLC August 2011 - Present
Rehmann Financial January 2009 - August 2011
The Rehmann Group 2009 - August 2011
West Michigan Symphony 2005 - 2011
Merrill Lynch June 2000 - January 2009
PaineWebber November 1989 - June 2000
Smith Barney May 1989 - November 1989
Skills
Wealth Management, Finance, Wealth, Investment Advisory..., Series 7, Retirement Planning, Investments, Strategic Financial..., Investment Management, Portfolio Management, Securities, Financial Planners, Asset Managment, Estate Planning, Fixed Income
Education
University of St. Thomas 1988 — 1990
MBA Finance, Finance
Michigan State University 1980 — 1984
BS. Engineering, Engineering Arts
Mona Shores
Joel Gechter Joel Gechter's Rehmann Financial Experience December 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Rehmann Financial December 2014 - Present
Comerica - Wealth & Institutional Management January 2007 - December 2014
Hilco 2003 - 2007
UBS O'Connor 2000 - 2002
The Northern Trust 1997 - 1999
ABN Amro - Chicago Corporation 1993 - 1996
Deloitte & Touche 1990 - 1992
Skills
Investment Advisory, Investment Management, Investment Strategies, Wealth Management, Manage Client..., Business Development, Asset Allocation, Presentations, Investments, Equities, Hedge Funds, Alternative Investments, Mutual Funds, Marketing, Fixed Income, Capital Markets, Equity Research, Portfolio Management, Valuation, Chartered Financial..., Accounting, Strategic Analysis, Business Modeling, Financial Modeling, Project Management, Financial Reporting, Due Diligence, Strategic Planning, Leadership, Strategic Development, Professional Services, Consulting, Finance, Analysis, Risk Management, Securities, Financial Analysis, Equity Valuation, Asset Managment, Financial Statement..., Relationship Management, Sales, Technical Writing, Personnel Development, Strategic Financial..., Financial Services, Series 7, Financial Advisory, Retirement Planning
Education
University of Michigan 1984 — 1988
BA, Political Science
Loyola University of Chicago 1988 — 1990
MBA, Finance & Accounting
Rehmann Financial December 2014 - Present
Comerica - Wealth & Institutional Management January 2007 - December 2014
Hilco 2003 - 2007
UBS O'Connor 2000 - 2002
The Northern Trust 1997 - 1999
ABN Amro - Chicago Corporation 1993 - 1996
Deloitte & Touche 1990 - 1992
Skills
Investment Advisory, Investment Management, Investment Strategies, Wealth Management, Manage Client..., Business Development, Asset Allocation, Presentations, Investments, Equities, Hedge Funds, Alternative Investments, Mutual Funds, Marketing, Fixed Income, Capital Markets, Equity Research, Portfolio Management, Valuation, Chartered Financial..., Accounting, Strategic Analysis, Business Modeling, Financial Modeling, Project Management, Financial Reporting, Due Diligence, Strategic Planning, Leadership, Strategic Development, Professional Services, Consulting, Finance, Analysis, Risk Management, Securities, Financial Analysis, Equity Valuation, Asset Managment, Financial Statement..., Relationship Management, Sales, Technical Writing, Personnel Development, Strategic Financial..., Financial Services, Series 7, Financial Advisory, Retirement Planning
Education
University of Michigan 1984 — 1988
BA, Political Science
Loyola University of Chicago 1988 — 1990
MBA, Finance & Accounting
Kenneth Johnson Sr. Kenneth Johnson Sr.'s Rehmann Financial Experience January 1998 - Present
Job Relationship Manager/Retirement Specialist at Rehmann Financial
Industry Financial Services
Experience
Rehmann Financial January 1998 - Present
Education
Baldwin-Wallace College 1987 — 1989
Master of Business Administration (M.B.A.), Finance
Baldwin-Wallace College 1983 — 1986
Bachelor of Business Administration (B.B.A.), Finance
Rehmann Financial January 1998 - Present
Education
Baldwin-Wallace College 1987 — 1989
Master of Business Administration (M.B.A.), Finance
Baldwin-Wallace College 1983 — 1986
Bachelor of Business Administration (B.B.A.), Finance
Jason Baum, CFP®, ChFC® Jason Baum, CFP®, ChFC®'s Rehmann Financial Experience July 2015 - Present
Job Financial Advisor at Rehmann Financial
Industry Financial Services
Experience
Rehmann Financial July 2015 - Present
Ciccarelli Advisory Services, Inc. March 2012 - July 2015
Confer Financial Services October 2006 - March 2012
Western & Southern Financial Group October 2005 - September 2006
Skills
Personal Financial..., Investment Management, Financial Planning, Portfolio Management, Investment Strategies, Retirement Planning, Certified Financial..., ChFC, Financial Analysis, Cash Flow Forecasting, Economics, Logistics Management, Technological Solutions, Modern Portfolio Theory, Process Improvement, General Securities..., Marketing, Business Process..., New Business Development
Education
William Howard Taft University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, Summa Cum Laude
The American College 2009 — 2010
Chartered Financial Consultant, Financial Planning and Services
Kaplan University-Davenport Campus 2005 — 2006
Certificate in Financial Planning, Financial Planning
Rehmann Financial July 2015 - Present
Ciccarelli Advisory Services, Inc. March 2012 - July 2015
Confer Financial Services October 2006 - March 2012
Western & Southern Financial Group October 2005 - September 2006
Skills
Personal Financial..., Investment Management, Financial Planning, Portfolio Management, Investment Strategies, Retirement Planning, Certified Financial..., ChFC, Financial Analysis, Cash Flow Forecasting, Economics, Logistics Management, Technological Solutions, Modern Portfolio Theory, Process Improvement, General Securities..., Marketing, Business Process..., New Business Development
Education
William Howard Taft University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, Summa Cum Laude
The American College 2009 — 2010
Chartered Financial Consultant, Financial Planning and Services
Kaplan University-Davenport Campus 2005 — 2006
Certificate in Financial Planning, Financial Planning
John Ostrosky John Ostrosky's Rehmann Financial Experience January 2011 - October 2012
Job President at UFirst Financial, Accredited Investment Fiduciary (AIF)
Industry Investment Management
Experience
Financial Visions Group January 2013 - March 2014
Rehmann Financial January 2011 - October 2012
Hylant Financial Services January 2001 - December 2010
Skills
Investments, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Retirement, Strategic Financial..., Estate Planning, Fixed Annuities, Alternative Investments, Insurance, Risk Management, Life Insurance, Financial Modeling, Financial Analysis
Education
Miami University 1988 — 1992
Bachelor of Business Administration (BBA), Finance
St. Francis DeSales High School 1984 — 1988
College Prep High School Diploma
Financial Visions Group January 2013 - March 2014
Rehmann Financial January 2011 - October 2012
Hylant Financial Services January 2001 - December 2010
Skills
Investments, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Retirement, Strategic Financial..., Estate Planning, Fixed Annuities, Alternative Investments, Insurance, Risk Management, Life Insurance, Financial Modeling, Financial Analysis
Education
Miami University 1988 — 1992
Bachelor of Business Administration (BBA), Finance
St. Francis DeSales High School 1984 — 1988
College Prep High School Diploma
Gerald Wernette, CPA, CEBS, AIFA, C(k)P Gerald Wernette, CPA, CEBS, AIFA, C(k)P's Rehmann Financial Experience 1984 - Present
Job Director of Rehmann Retirement Builders at Rehmann Financial
Industry Financial Services
Experience
Rehmann 1984 - Present
Rehmann Financial 1984 - Present
The Retirement Advisor University at UCLA Anderson School of Executive Management Education June 2010 - Present
Boy Scouts of America Great Lakes Council March 2011 - Present
Boy Scouts of America 2000 - Present
St. Fabian Church September 1998 - August 2009
Skills
Retirement Planning, Retirement, ERISA, Pensions, Investments, 401k, Qualified Retirement..., Fiduciary Management, Mutual Funds, Finance, Employee Benefits, Financial Advisory, Sales Management, Business Planning, Financial Goals, Asset Allocation, Defined Benefit, Estate Planning, Fixed Annuities, Wealth Management, Investment Management, Retirement plan design..., Retirement plan..., Practice Management, RFP development and...
Education
Central Michigan University 1979 — 1983
Rehmann 1984 - Present
Rehmann Financial 1984 - Present
The Retirement Advisor University at UCLA Anderson School of Executive Management Education June 2010 - Present
Boy Scouts of America Great Lakes Council March 2011 - Present
Boy Scouts of America 2000 - Present
St. Fabian Church September 1998 - August 2009
Skills
Retirement Planning, Retirement, ERISA, Pensions, Investments, 401k, Qualified Retirement..., Fiduciary Management, Mutual Funds, Finance, Employee Benefits, Financial Advisory, Sales Management, Business Planning, Financial Goals, Asset Allocation, Defined Benefit, Estate Planning, Fixed Annuities, Wealth Management, Investment Management, Retirement plan design..., Retirement plan..., Practice Management, RFP development and...
Education
Central Michigan University 1979 — 1983
Jeffrey Phillips CFA, CPA Jeffrey Phillips CFA, CPA's Rehmann Financial Experience January 2010 - Present
Job Chief Investment Officer at Rehmann
Industry Investment Management
Experience
Rehmann Financial January 2010 - Present
Rehmann August 2008 - Present
Rehmann Financial August 2008 - December 2013
Oakland Township Board November 2000 - September 2007
The Ayco Company October 2000 - January 2005
Abraham Senate 2000 August 1999 - June 2002
Comerica 2000 - 2000
Plante & Moran 1997 - 2000
Kruse & Muer 1994 - 1998
Skills
Wealth Management, Investments, Strategic Financial..., Investment Management, Financial Analysis, Retirement Planning, Portfolio Management, Series 7, Asset Allocation, Strategic Planning, Mutual Funds, Financial Reporting, Asset Managment, Asset Management, Estate Planning, Alternative Investments, Leadership
Education
Walsh College 1998 — 1999
Masters, Science in Finance
Oakland University 1994 — 1998
Bachelor of Science (B.S.), Accounting and Finance
Rehmann Financial January 2010 - Present
Rehmann August 2008 - Present
Rehmann Financial August 2008 - December 2013
Oakland Township Board November 2000 - September 2007
The Ayco Company October 2000 - January 2005
Abraham Senate 2000 August 1999 - June 2002
Comerica 2000 - 2000
Plante & Moran 1997 - 2000
Kruse & Muer 1994 - 1998
Skills
Wealth Management, Investments, Strategic Financial..., Investment Management, Financial Analysis, Retirement Planning, Portfolio Management, Series 7, Asset Allocation, Strategic Planning, Mutual Funds, Financial Reporting, Asset Managment, Asset Management, Estate Planning, Alternative Investments, Leadership
Education
Walsh College 1998 — 1999
Masters, Science in Finance
Oakland University 1994 — 1998
Bachelor of Science (B.S.), Accounting and Finance
Paul Abendroth Paul Abendroth's Rehmann Financial Experience 2011 - Present
Job Principal Rehmann Financial
Industry Investment Management
Experience
Rehmann Financial 2011 - Present
Hylant Financial Services January 2001 - December 2010
Merrill Lynch 1993 - 2001
Merrill Lynch 1993 - 2001
Skills
Customer Service, Management, Retirement Planning, Securities, Wealth Management, Finance, Disability Insurance, Marketing, Financial Advisory, Financial Risk, Leadership, Strategic Financial..., Budgets, Organizational...
Education
Bowling Green State University 1980 — 1984
B. S., Marketing
Rehmann Financial 2011 - Present
Hylant Financial Services January 2001 - December 2010
Merrill Lynch 1993 - 2001
Merrill Lynch 1993 - 2001
Skills
Customer Service, Management, Retirement Planning, Securities, Wealth Management, Finance, Disability Insurance, Marketing, Financial Advisory, Financial Risk, Leadership, Strategic Financial..., Budgets, Organizational...
Education
Bowling Green State University 1980 — 1984
B. S., Marketing
Aaron Oberlin, CFP(r) Aaron Oberlin, CFP(r)'s Rehmann Financial Experience February 2006 - March 2015
Job Financial Planner at PlanFirst, LLC
Industry Financial Services
Experience
Rehmann Financial February 2006 - March 2015
The Capital Group October 2004 - January 2006
Dow Chemical January 2000 - March 2004
Dow Chemical July 1988 - December 1999
Dow Chemical July 1980 - July 1988
Education
Central Michigan University 1980 — 1985
MBA, Business Administration and Management, General
Michigan Technological University 1976 — 1980
BS, Chemical Engineering
Rehmann Financial February 2006 - March 2015
The Capital Group October 2004 - January 2006
Dow Chemical January 2000 - March 2004
Dow Chemical July 1988 - December 1999
Dow Chemical July 1980 - July 1988
Education
Central Michigan University 1980 — 1985
MBA, Business Administration and Management, General
Michigan Technological University 1976 — 1980
BS, Chemical Engineering
Karen Curler Karen Curler's Rehmann Financial Experience June 2009 - August 2013
Job Executive Assistant
Industry Executive Office
Experience
The Dow Chemical Company September 2014 - March 2015
The Dow Chemical Company September 2013 - September 2014
Rehmann Financial June 2009 - August 2013
Stone Transport April 2005 - October 2008
Health Delivery March 2003 - March 2005
Midland Cogeneration Venture November 1999 - March 2003
Mid-Michigan Medical Center July 1997 - October 1999
RWC, Inc. August 1989 - July 1997
Skills
Access, Accounting, Administrative..., Auditing, Customer Service, Event Planning, Finance, Heavy Calendaring, Management, Marketing, Microsoft Office, Microsoft Word, Office Management, Outlook, Travel Arrangements, Sales
Education
Saginaw Valley State University 2001 — 2002
Intro. to Computer Programming
Delta College
Business Communications, Advanced Microsoft Office (Word, Excel, Powerpoint)
The Dow Chemical Company September 2014 - March 2015
The Dow Chemical Company September 2013 - September 2014
Rehmann Financial June 2009 - August 2013
Stone Transport April 2005 - October 2008
Health Delivery March 2003 - March 2005
Midland Cogeneration Venture November 1999 - March 2003
Mid-Michigan Medical Center July 1997 - October 1999
RWC, Inc. August 1989 - July 1997
Skills
Access, Accounting, Administrative..., Auditing, Customer Service, Event Planning, Finance, Heavy Calendaring, Management, Marketing, Microsoft Office, Microsoft Word, Office Management, Outlook, Travel Arrangements, Sales
Education
Saginaw Valley State University 2001 — 2002
Intro. to Computer Programming
Delta College
Business Communications, Advanced Microsoft Office (Word, Excel, Powerpoint)
Gary Gilgen Gary Gilgen's Rehmann Financial Experience June 2005 - Present
Job President at The Advisor Group, Inc.
Industry Financial Services
Experience
Rehmann March 2008 - Present
Rehmann Financial June 2005 - Present
The Advisor Group, Inc. June 2005 - Present
Lutheran Brotherhood June 1986 - June 1997
Aid Association for Lutherans September 1978 - June 1986
Skills
Strategic Financial..., Securities, Retirement Planning, Financial Services, Wealth Management, Finance, Estate Planning, Financial Advisory, Investments, Retirement, Insurance, Financial Planners, 401k, Series 7, Mutual Funds, Investment Management, Asset Allocation, Tax, Financial Analysis
Education
College for Financial Planning 1987 — 1990
Transamerican School of Broadcasting 1974 — 1976
Technical, Broadcasting degree
Rehmann March 2008 - Present
Rehmann Financial June 2005 - Present
The Advisor Group, Inc. June 2005 - Present
Lutheran Brotherhood June 1986 - June 1997
Aid Association for Lutherans September 1978 - June 1986
Skills
Strategic Financial..., Securities, Retirement Planning, Financial Services, Wealth Management, Finance, Estate Planning, Financial Advisory, Investments, Retirement, Insurance, Financial Planners, 401k, Series 7, Mutual Funds, Investment Management, Asset Allocation, Tax, Financial Analysis
Education
College for Financial Planning 1987 — 1990
Transamerican School of Broadcasting 1974 — 1976
Technical, Broadcasting degree
John Wallick, CFA, CFP® John Wallick, CFA, CFP®'s Rehmann Financial Experience January 2008 - March 2010
Job Regional Investment Consultant at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price June 2012 - Present
Genworth Financial March 2010 - June 2012
Rehmann Financial January 2008 - March 2010
Rehmann Financial January 2006 - December 2007
Rehmann Financial April 2004 - December 2005
The MONY Group September 2003 - March 2004
American Express August 2001 - January 2003
Skills
Strategic Financial..., Portfolio Management, Investments, Asset Allocation, Estate Planning, Insurance, Series 63, Due Diligence, Series 7, Securities, Retirement Planning, Financial Advisory, CRM, Investment Advisory...
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
BBA, Accounting and Marketing
University of Michigan 1997 — 1999
Literature, Science and the Arts
Okemos High School 1993 — 1997
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ Certification Professional Education Program
T. Rowe Price June 2012 - Present
Genworth Financial March 2010 - June 2012
Rehmann Financial January 2008 - March 2010
Rehmann Financial January 2006 - December 2007
Rehmann Financial April 2004 - December 2005
The MONY Group September 2003 - March 2004
American Express August 2001 - January 2003
Skills
Strategic Financial..., Portfolio Management, Investments, Asset Allocation, Estate Planning, Insurance, Series 63, Due Diligence, Series 7, Securities, Retirement Planning, Financial Advisory, CRM, Investment Advisory...
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
BBA, Accounting and Marketing
University of Michigan 1997 — 1999
Literature, Science and the Arts
Okemos High School 1993 — 1997
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ Certification Professional Education Program
Kathryn Dancer Kathryn Dancer's Rehmann Financial Experience August 2014 - April 2015
Job Client Service Advocate at Jackson National
Industry Investment Management
Experience
Jackson National June 2015 - Present
Rehmann Financial August 2014 - April 2015
Jackson National June 2013 - August 2014
Buckthorne Enterprises Inc May 2007 - December 2012
Evolve Teleservices February 2006 - April 2007
Fowlerville Agricultural Society June 1999 - January 2006
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Outlook, Management, Research, Event Planning, Public Speaking
Education
Lansing Community College 2000 — 2013
International Business
Siena Heights University 1999 — 2000
English/Language Arts Teacher Education
Stockbridge High School 1995 — 1999
Jackson National June 2015 - Present
Rehmann Financial August 2014 - April 2015
Jackson National June 2013 - August 2014
Buckthorne Enterprises Inc May 2007 - December 2012
Evolve Teleservices February 2006 - April 2007
Fowlerville Agricultural Society June 1999 - January 2006
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Outlook, Management, Research, Event Planning, Public Speaking
Education
Lansing Community College 2000 — 2013
International Business
Siena Heights University 1999 — 2000
English/Language Arts Teacher Education
Stockbridge High School 1995 — 1999
Adam Garvey Adam Garvey's Rehmann Financial Experience September 2013 - Present
Job Associate Financial Advisor
Industry Financial Services
Experience
Rehmann Financial September 2013 - Present
Hantz Tax & Business, LLC May 2012 - September 2013
Hantz Financial Services Inc July 2011 - May 2012
Mill Steel Company October 2010 - May 2011
Skills
IRS Enrolled Agent, Property & Casualty..., Series 7, Series 66, Life, Accident, and..., SAP-ERP Business...
Education
Grand Valley State University 2012 — 2014
Masters of Science in Taxation, Taxation
Grand Valley State University 2007 — 2011
Bachelor's degree, Accounting
Grand Valley State University 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Rehmann Financial September 2013 - Present
Hantz Tax & Business, LLC May 2012 - September 2013
Hantz Financial Services Inc July 2011 - May 2012
Mill Steel Company October 2010 - May 2011
Skills
IRS Enrolled Agent, Property & Casualty..., Series 7, Series 66, Life, Accident, and..., SAP-ERP Business...
Education
Grand Valley State University 2012 — 2014
Masters of Science in Taxation, Taxation
Grand Valley State University 2007 — 2011
Bachelor's degree, Accounting
Grand Valley State University 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Brent Abendroth's Rehmann Financial Experience June 2011 - August 2011
Job Regional Sales Specialist at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments November 2014 - Present
Putnam Investments December 2013 - November 2014
Putnam Investments July 2013 - November 2013
Rehmann Financial June 2011 - August 2011
Skills
CRM, Access, Facebook, Microsoft Excel, Entrepreneurship, PowerPoint, Finance, Management, Due Diligence, Microsoft Office, Microsoft Word, Social Media, Research, Public Speaking, Mutual Funds, Customer Service, Teamwork, Team Leadership, Data Analysis, Sports, Sales, Investments
Education
Clark University 2011 — 2013
Business Management, Entrepreneurship
Bryant University 2009 — 2010
Wilbraham and Monson Academy 2008 — 2009
Pioneer Investments November 2014 - Present
Putnam Investments December 2013 - November 2014
Putnam Investments July 2013 - November 2013
Rehmann Financial June 2011 - August 2011
Skills
CRM, Access, Facebook, Microsoft Excel, Entrepreneurship, PowerPoint, Finance, Management, Due Diligence, Microsoft Office, Microsoft Word, Social Media, Research, Public Speaking, Mutual Funds, Customer Service, Teamwork, Team Leadership, Data Analysis, Sports, Sales, Investments
Education
Clark University 2011 — 2013
Business Management, Entrepreneurship
Bryant University 2009 — 2010
Wilbraham and Monson Academy 2008 — 2009
Tia New Tia New's Rehmann Financial Experience April 2003 - October 2005
Job Office Manager at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual May 2009 - Present
Rehmann Financial April 2003 - October 2005
Education
Lansing Community College 1997 — 2003
Business Management
Northwestern Mutual May 2009 - Present
Rehmann Financial April 2003 - October 2005
Education
Lansing Community College 1997 — 2003
Business Management
Dan Cotter's Rehmann Financial Experience January 2010 - October 2010
Job Principal/DirectorRisk Management at Rehmann Financial Group
Industry Financial Services
Experience
Rehmann Financial Group January 2010 - Present
Rehmann Financial January 2010 - October 2010
Education
University of Notre Dame 1972 — 1976
BA, English, Business
Rehmann Financial Group January 2010 - Present
Rehmann Financial January 2010 - October 2010
Education
University of Notre Dame 1972 — 1976
BA, English, Business
David Barth's Rehmann Financial Experience January 2010 - Present
Job Investment Advisor Representative at Rehmann Financial
Industry Financial Services
Experience
Rehmann Financial January 2010 - Present
Dawson Wealth Management, Inc. May 2000 - December 2009
Education
Baldwin Wallace University 1996 — 2000
BA, Economics
Clarkston HS 1992 — 1996
Rehmann Financial January 2010 - Present
Dawson Wealth Management, Inc. May 2000 - December 2009
Education
Baldwin Wallace University 1996 — 2000
BA, Economics
Clarkston HS 1992 — 1996
Jeannette Monroe's Rehmann Financial Experience March 2010 - Present
Job
Industry Financial Services
Experience
Rehmann Financial March 2010 - Present
Oppenheimer & Co. March 2009 - November 2009
Stanford Group January 2008 - February 2009
Morgan Stanley February 2007 - January 2008
Banc of America Investments April 2004 - February 2007
Skills
Series 7, Series 66, Series 24, Series 9, Series 10
Education
University of Florida 1997 — 2001
Bachelor of Science
Rehmann Financial March 2010 - Present
Oppenheimer & Co. March 2009 - November 2009
Stanford Group January 2008 - February 2009
Morgan Stanley February 2007 - January 2008
Banc of America Investments April 2004 - February 2007
Skills
Series 7, Series 66, Series 24, Series 9, Series 10
Education
University of Florida 1997 — 2001
Bachelor of Science
Stephanie Nilsen's Rehmann Financial Experience October 2009 - June 2012
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Capital Guardian, LLC August 2012 - January 2014
Morgan Stanley June 2011 - August 2012
Rehmann Financial October 2009 - June 2012
Stanford Group Company June 2006 - February 2009
Banc of America Investments December 2001 - June 2006
Education
Palm Beach Atlantic University 2001 — 2003
Bachelor of Arts
Morgan Stanley January 2014 - Present
Capital Guardian, LLC August 2012 - January 2014
Morgan Stanley June 2011 - August 2012
Rehmann Financial October 2009 - June 2012
Stanford Group Company June 2006 - February 2009
Banc of America Investments December 2001 - June 2006
Education
Palm Beach Atlantic University 2001 — 2003
Bachelor of Arts
Nancy Walls's Rehmann Financial Experience December 2000 - Present
Job Chief Compliance Officer at Rehmann Financial
Industry Financial Services
Experience
Rehmann Financial December 2000 - Present
Education
Spring Arbor University 2007 — 2009
MBA
Michigan State University 1975 — 1977
BA
Rehmann Financial December 2000 - Present
Education
Spring Arbor University 2007 — 2009
MBA
Michigan State University 1975 — 1977
BA