REISA Company
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REISA Employees
Indiana Society of Association Executives August 2008 - Present
Raybourn Group International August 2008 - Present
REISA 2011 - 2013
Klipsch Group, Inc. 2007 - 2008
Venture Catering March 2007 - August 2007
Skills
Event Management, Conferences, Event Planning, Non-profits, Marketing, Volunteer Management, Marketing Communications, Public Relations, Social Media, Media Relations, Fundraising, Strategic Planning, Customer Service, Budgets, Trade Shows, Public Speaking, Events, Email Marketing, Nonprofits, Social Media Marketing, Social Networking, Leadership, Management, Training, Program Management, Time Management, Association Management, Meeting Planning
Education
Indiana University-Purdue University at Indianapolis 1999 — 2005
TCEM, Event Management
Organization of American Historians March 2010 - Present
REISA October 2006 - February 2010
American College of Sports Medicine September 2005 - October 2006
Association for Research on Nonprofit Organizations & Voluntary Action (ARNOVA) August 2000 - September 2005
Roller Skating Association International April 1993 - July 2000
Conner Prairie 1978 - 1982
Skills
Non-profits, Program Development, Volunteer Management, Event Planning, Community Outreach, Fundraising, Public Speaking, Nonprofits, Grant Writing, Board Development, Event Management, Strategic Planning, Team Building, Public Relations, Higher Education, Editing, Newsletters, Grants, Social Media, Research, Philanthropy, Community Development, Non-profit..., Stewardship, Leadership Development, Board Relations, Association Management, Museums
Education
Union Institute & University 2001 — 2007
PhD, Organizational Development
Indiana University - Kelley School of Business 1984 — 1989
MBA, Marketing
Case Western Reserve University 1977 — 1978
MA, History/Museum Studies
Ohio Wesleyan University 1973 — 1977
BA, History
Allegient, LLC June 2014 - Present
Ball State University May 2013 - May 2014
Ball State University March 2012 - April 2013
Sustainable Indiana 2016 February 2012 - August 2012
REISA January 2012 - May 2012
Goshen College January 2010 - May 2010
Cressy & Everett Real Estate September 2009 - December 2009
Skills
Marketing, Public Relations, Social Networking, Public Speaking, Editing, Event Planning, InDesign, Microsoft Office, Business Analysis, SharePoint, Information Gathering, Blogging, WordPress, PowerPoint, Email Marketing, Newsletters, Microsoft Excel, Illustrator, Microsoft Word, Microsoft Access, Social Media Marketing, Photoshop, Leadership
Education
Ball State University - College of Business 2010 — 2014
Bachelor of Arts (B.A.), Marketing
Ball State University - College of Business 2010 — 2014
Bachelor of Arts (B.A.), Information Systems
RickChess.com January 2012 - Present
Chess Law Firm November 2004 - Present
First Potomac Realty Trust October 2003 - Present
REISA March 2010 - December 2011
American Realty Capital Markets, LLC March 2005 - March 2010
Richmond Association for Business Economics January 2008 - January 2009
Richmond Association for Business Economics 2007 - 2008
Triple Net Properties (now Grubb & Ellis) 2002 - 2004
Hirschler Fleischer 2000 - 2002
Toastmasters International 1999 - 2000
Skills
Securities Regulation, Real Estate, Mergers, Due Diligence, Public/private..., Leadership Development, Business Formation, Real Estate Transactions, Real Estate Development, Corporate Governance, Capital Markets, Finance, Mergers & Acquisitions, Investment Properties, Alternative Investments, Real Estate Economics, Asset Management, Investments, Commercial Real Estate, Securities, Acquisitions
Education
University of Richmond School of Law 1974 — 1976
JD, Tax, Local Government, Real Estate
University of Pittsburgh 1970 — 1972
BS, Psychology (Social) and Economics
Langley High School 1966 — 1971
faRiskManagement.com August 2009 - Present
Douglas Schriner Consulting August 2011 - Present
Conversion Finance June 2011 - Present
REISA 2001 - 2014
REISA 2001 - 2014
Harrison Douglas, Inc. March 1996 - May 2011
Cullum & Sandow June 1989 - September 1995
Skills
Private Placements, Investments, Due Diligence, Wealth Management, Investor Relations, Structuring, Strategic Planning, Business Planning, Marketing Strategy, Portfolio Management, Asset Management, Restructuring, Securities, Financial Advisory, Management Consulting, Alternative Investments, Investment Strategies, Investment Advisory, Series 7, Private Equity, Equities, Asset Managment, Retirement Planning, Series 63, Strategic Financial..., Mutual Funds, Retirement, IRAs, Financial Structuring, Venture Capital, Insurance, Financial Analysis, Risk Management, Financial Services, FINRA, Asset Allocation, Entrepreneurship, Capital Markets, Life Insurance, Funding, Valuation, Mergers & Acquisitions, Finance, 401k, Investment Banking, Fixed Annuities, Executive Management, Hedge Funds, Investment Management, Series 24
Education
Northern Arizona University 1974 — 1977
Almost BS, Marketing/Management
Mesa Community College 1972 — 1973
N/A, Pre-Medicine/Pre-Dental Studies
Tempe High School 1970 — 1972
Diploma, Advanced Studies, 3.6 GPA
Financial Designs ltd 2010 - Present
Elhoff Wealth Strategies, INC 1978 - Present
REISA 2005 - 2012
Independent Financial Group LLC 2004 - 2012
US Navy Reserve December 1978 - December 1994
US Navy January 1972 - December 1978
Skills
Retirement Planning, Wealth Management, Mutual Funds, Retirement, Investment Advisory, Estate Planning, Alternative Investments, Financial Advisory, 401k, Investment Strategies, Disability Insurance, Public Speaking, Wealth Accumulation, Asset Management, Asset Allocation, Insurance, Real Estate, 401k Rollovers, Equities, Charitable Giving, Portfolio Management, Asset Protection, Tax, Risk Management, Pensions, Small Business, Business Planning, Financial Analysis, Funding, Estate Tax Planning, Due Diligence, Private Equity, Wealth Preservation..., Wealth Transfer, IRA's, Financial Planning, Annuities, Investment Products, Wealth Preservation, Retirement Income..., Insurance Planning, Long Term Care, IRAs, Investments, Wealth, Investment Management, Life Insurance, Securities, Financial Services, Finance
Education
College For Financial Planning 1981 — 1983
Dakota Wesleyan University 1968 — 1972
BA, Biology
Independent Financial Group LLC February 2012 - Present
REISA 2004 - Present
REISA 2004 - Present
WMS Financial Planners, Inc. December 2002 - February 2012
WMS FInancial Planners, Inc. 2002 - February 2012
Pacific West Securities 2001 - February 2012
Credit Union Advisory Services, LLC. 2008 - September 2011
Accredited Solution, LLC 2007 - September 2011
Skills
Investments, Retirement Planning, Asset Management, Real Estate, Mergers, Alternative Investments, Loans, Series 63, Mutual Funds, Wealth Management, Asset Managment, Securities, Financial Advisory, Portfolio Management, Retirement, Mergers & Acquisitions, Asset Allocation, Estate Planning, Strategic Financial..., Investment Strategies, Investment Advisory, Series 7, FINRA, Insurance, IRAs, Fixed Annuities
Education
University of Phoenix
BS, Business Management
ADISA Foundation October 2014 - Present
Griffin Capital Corporation February 2013 - Present
Berthel Fisher & Company Financial Services, Inc. March 2008 - September 2012
REISA 2011 - 2012
Farm Bureau Financial Services 2006 - 2008
John Deere 2005 - 2006
Hy-Vee 2000 - 2005
Skills
Series 7, Series 6, Series 63, Series 66, Series 3, Series 4, Series 53, Series 24, Alternative Investments, Compliance Management, Due Diligence, Securities, Private Equity, Investment Banking, Private Placements, Product Development, Investment Sales, Investment Compliance, Regulatory Guidelines, Project Management, Market Research, Competitive Analysis, Uniform Combined State..., Asset Management, FINRA, Portfolio Management, Investment Advisory, Investments, Financial Advisory, Risk Management, Institutional..., Retirement, Capital Markets, Strategic Financial..., Investment Strategies, Insurance, Investor Relations, Wealth Management, Equities, Retirement Planning, Fixed Annuities, Hedge Funds, Financial Services, 401k, IRAs, Funding, Separately Managed..., Investment Management, Financial Planning, Real Estate Due...
Education
University of Iowa 2009 — 2011
MBA, Finance
University of Northern Iowa 2002 — 2006
B.A., Finance & Economicis
REISA January 2013 - Present
Concorde Investment Services, LLC April 2010 - Present
Concorde Financial Group 1991 - Present
Skills
Due Diligence, Investments, Securities, Asset Managment, Alternative Investments, Commercial Real Estate, Wealth Management, Asset Management, Investment Strategies, Real Estate, Mutual Funds, Series 7, Financial Advisory, Portfolio Management, Finance, Financial Planning, Mergers & Acquisitions, Investment Advisory, Funding, Financial Services, Investment Management, Financial Risk, Private Equity, Bonds, FINRA, Estate Planning, Uniform Combined State..., Fixed Annuities, Financial Analysis, Series 24, Valuation, Retirement Planning, Fixed Income, Equities, Asset Allocation, IRAs, Strategic Financial..., Series 63, Capital Markets, Hedge Funds, Retirement, Venture Capital, Private Placements
Education
University of Detroit Mercy 1979 — 1983
Bachelor of Science (BS), Accountimg / Finance
De La Salle Collegiate
Mattison Corporation May 2009 - Present
REISA February 2012 - August 2012
Horizon Convention Center June 2008 - May 2009
Ball State University January 2006 - May 2009
Skills
Event Planning, Marketing Communications, Event Management, Promotions, Social Media, Public Relations, Nonprofits, Budgets, Social Media Marketing, Strategic Planning, Marketing, Email Marketing, Social Networking
Education
Ball State University - College of Business 2005 — 2009
BS, Marketing
REISA 2010 - Present
California State PTA 1999 - Present
Preferred Partnership Services, Inc. January 1998 - Present
National Junior Basketball (NJB) July 2010 - June 2013
National Junior Basketball 2002 - 2007
Glenborough Realty Trust 1992 - 1998
Equitec Financial Group 1983 - 1991
Skills
Fundraising, Non-profits, Public Speaking, Public Relations, Strategic Planning, Nonprofits, Marketing, Event Planning, Team Leadership, Microsoft Office, Leadership, Media Relations, Leadership Development, Financial Analysis, Business Planning, Management, Policy, Email Marketing, Event Management, Project Planning, Social Media, Strategy, Budgets, Entrepreneurship, Marketing Strategy, Small Business
Education
Holy Names University 1988 — 1992
Tempe High School 1974 — 1974
Siletz High School 1970 — 1973
REISA August 2012 - Present
MCSD October 2007 - 2012
Oldcastle Glass June 1992 - February 2002
Skills
Operations Management, Budgets, Microsoft Office, Customer Service, Process Scheduler, Outlook, Microsoft Word, Team Building, Microsoft Excel, Public Speaking, Training, PowerPoint, Customer Satisfaction, Leadership, Strategic Planning, Management, Sales, Administration, Contract Negotiation, Process Improvement, Time Management, Team Leadership, Event Planning, New Business Development
Education
Ball State University 1985 — 1990
Bachelor of Science (B.Sc.), Radio and Television
REISA January 2014 - Present
Skills
Management, Microsoft Office, Strategic Planning, Project Planning, Customer Service, Project Management, Program Management, Leadership, Research, Microsoft Excel, Manufacturing..., Construction, Framing, Light Gauge Steel, International Business, West Africa, India
Education
University of South Alabama
Bachelor of Arts (B.A.), History