Roney & Company
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Roney & Company Employees
Employee
Years
Job
Industry
David Mykols David Mykols's Roney & Company Experience March 1991 - September 1999
Job Senior Vice President, Financial Advisor at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities 2010 - Present
RBC Capital Markets March 2009 - October 2010
Ferris, Baker Watts, LLC January 2001 - March 2009
Raymond James Financial Inc. September 1999 - February 2001
Roney & Company March 1991 - September 1999
Education
Eastern Michigan University
Bachelor of Business Administration (B.B.A.), Economics and Finance
Plymouth Canton High School CEP
Wunderlich Securities 2010 - Present
RBC Capital Markets March 2009 - October 2010
Ferris, Baker Watts, LLC January 2001 - March 2009
Raymond James Financial Inc. September 1999 - February 2001
Roney & Company March 1991 - September 1999
Education
Eastern Michigan University
Bachelor of Business Administration (B.B.A.), Economics and Finance
Plymouth Canton High School CEP
Jeffrey McLeod Jeffrey McLeod's Roney & Company Experience 1997 - 1999
Job Senior Network Engineer at MicrosRetail\FRY (Contract to hire: Arrow Strategies)
Industry Information Technology and Services
Experience
Dart Container April 2014 - Present
Fry July 2013 - Present
Dart Container 2014 - 2015
Dart Container 2014 - 2015
Citizens Bank - Michigan, Ohio and Wisconsin October 2012 - July 2013
Dominos 2013 - 2013
Experis IT (IBM, Martin Bruer, Reyes Holdings) September 2012 - September 2012
Plunkett Cooney 2000 - 2012
AlixPartners September 1999 - January 2000
Roney & Company 1997 - 1999
Skills
LAN-WAN, Shell Scripting, Windows Server..., Cisco IOS, Cisco Technologies, Microsoft Exchange, Microsoft Active..., VMware ESX, VMware, Active Directory, DNS, Powershell, Routing, Switching
Education
Lawrence Technological University 1991 — 1994
Bachellor of Science in Business Administration, Computer Information Systems
Dart Container April 2014 - Present
Fry July 2013 - Present
Dart Container 2014 - 2015
Dart Container 2014 - 2015
Citizens Bank - Michigan, Ohio and Wisconsin October 2012 - July 2013
Dominos 2013 - 2013
Experis IT (IBM, Martin Bruer, Reyes Holdings) September 2012 - September 2012
Plunkett Cooney 2000 - 2012
AlixPartners September 1999 - January 2000
Roney & Company 1997 - 1999
Skills
LAN-WAN, Shell Scripting, Windows Server..., Cisco IOS, Cisco Technologies, Microsoft Exchange, Microsoft Active..., VMware ESX, VMware, Active Directory, DNS, Powershell, Routing, Switching
Education
Lawrence Technological University 1991 — 1994
Bachellor of Science in Business Administration, Computer Information Systems
Alp Onder Alp Onder's Roney & Company Experience 1989 - 1999
Job Complex Manager and Financial Advisor Raymond James & Associates 31500 NW HWY. Suite 150 Farmington Hills, MI
Industry Financial Services
Experience
Raymond James & Associates September 1989 - Present
Roney & Company 1989 - 1999
Skills
Investments, Mutual Funds, Series 7, Financial Advisory, Finance, Securities, Series 63, Wealth Management, Portfolio Management, Retirement Planning, Investment Advisory, Asset Management, Series 9, Series 10, Series 24
Education
Michigan State University 1979 — 1984
Bachelor of Arts (BA), Finance, General
Raymond James & Associates September 1989 - Present
Roney & Company 1989 - 1999
Skills
Investments, Mutual Funds, Series 7, Financial Advisory, Finance, Securities, Series 63, Wealth Management, Portfolio Management, Retirement Planning, Investment Advisory, Asset Management, Series 9, Series 10, Series 24
Education
Michigan State University 1979 — 1984
Bachelor of Arts (BA), Finance, General
Marzia Hamlin Marzia Hamlin's Roney & Company Experience 1991 - 1997
Job Contract Manager at Tré Builders
Industry Construction
Experience
Tré Builders August 2012 - Present
Valeo Interior Controls March 2008 - May 2012
Valeo Switches & Detection Systems 2006 - 2008
Valeo Wiper Systems 1998 - 2006
Roney & Company 1991 - 1997
Skills
Automotive, Continuous Improvement, SAP, Vehicles, 5S, Parts, Logistics, Root Cause Analysis, Microsoft Office, Microsoft Excel, Purchasing, Sales, Process Improvement, Lean Manufacturing, Supply Chain Management, Manufacturing, Six Sigma, Product Development, Quality Assurance, Quality Management, Supply Management
Education
Central Michigan University 2006 — 2016
Expected to attain Bachelor's Degree with 6 final courses, Business Administration and Management, General, 4.0
Tré Builders August 2012 - Present
Valeo Interior Controls March 2008 - May 2012
Valeo Switches & Detection Systems 2006 - 2008
Valeo Wiper Systems 1998 - 2006
Roney & Company 1991 - 1997
Skills
Automotive, Continuous Improvement, SAP, Vehicles, 5S, Parts, Logistics, Root Cause Analysis, Microsoft Office, Microsoft Excel, Purchasing, Sales, Process Improvement, Lean Manufacturing, Supply Chain Management, Manufacturing, Six Sigma, Product Development, Quality Assurance, Quality Management, Supply Management
Education
Central Michigan University 2006 — 2016
Expected to attain Bachelor's Degree with 6 final courses, Business Administration and Management, General, 4.0
Tom Diem, CFP®, ChFC® Tom Diem, CFP®, ChFC®'s Roney & Company Experience April 1994 - July 1998
Job Financial Coach at Diem Wealth Management
Industry Financial Services
Experience
Diem Wealth Management February 2013 - Present
Diem Wealth Management--Helping People Secure Their Retirement June 2012 - Present
MatsonMoney--Save The Investor-Save the World 2010 - Present
Cantella January 2003 - June 2012
Raymond James & Associates July 1998 - November 2002
Roney & Company April 1994 - July 1998
Diem Financial Services October 1989 - July 1994
Bankers Life and Casualty December 1980 - October 1989
Skills
Wealth Management, Strategic Financial..., Investments, Fixed Annuities, Insurance, Life Insurance, Financial Planners, High Net Worth..., Retirement Planning, Retirement, Investment Advisory, Estate Planning, IRAs, Financial Advisory, Asset Managment, Portfolio Management, Long-term Care, Financial Services, Uniform Combined State..., College Savings Plans, Asset Allocation, Mutual Funds, Small Business, Finance, Strategic Planning, Management, Customer Service, Team Building, Leadership
Education
College for Financial Planning
CFP(R), Investments, Insurance, Taxation, Estate Planning, Retirement Plans
The American College
LUTCF, Business, Estate and Retirement Planning
The American College
ChFC, Advanced Financial Planning
University of Maryland University College
General Studies
Diem Wealth Management February 2013 - Present
Diem Wealth Management--Helping People Secure Their Retirement June 2012 - Present
MatsonMoney--Save The Investor-Save the World 2010 - Present
Cantella January 2003 - June 2012
Raymond James & Associates July 1998 - November 2002
Roney & Company April 1994 - July 1998
Diem Financial Services October 1989 - July 1994
Bankers Life and Casualty December 1980 - October 1989
Skills
Wealth Management, Strategic Financial..., Investments, Fixed Annuities, Insurance, Life Insurance, Financial Planners, High Net Worth..., Retirement Planning, Retirement, Investment Advisory, Estate Planning, IRAs, Financial Advisory, Asset Managment, Portfolio Management, Long-term Care, Financial Services, Uniform Combined State..., College Savings Plans, Asset Allocation, Mutual Funds, Small Business, Finance, Strategic Planning, Management, Customer Service, Team Building, Leadership
Education
College for Financial Planning
CFP(R), Investments, Insurance, Taxation, Estate Planning, Retirement Plans
The American College
LUTCF, Business, Estate and Retirement Planning
The American College
ChFC, Advanced Financial Planning
University of Maryland University College
General Studies
Jeff Gutierrez Jeff Gutierrez's Roney & Company Experience 1999 - 2000
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Ford Motor Company 2006 - March 2009
Ford Motor Company 2004 - 2006
Ford Motor Company 2000 - 2004
Roney & Company 1999 - 2000
Education
Walsh College
Bachelor of Business Administration, Computer Information Systems
Macomb Community College 1994 — 1997
Associate of Applied Science, Computer Progamming
Macomb Community College
Associate of Arts, General Studies
Ford Motor Company 2006 - March 2009
Ford Motor Company 2004 - 2006
Ford Motor Company 2000 - 2004
Roney & Company 1999 - 2000
Education
Walsh College
Bachelor of Business Administration, Computer Information Systems
Macomb Community College 1994 — 1997
Associate of Applied Science, Computer Progamming
Macomb Community College
Associate of Arts, General Studies
Jeff Findling Jeff Findling's Roney & Company Experience 1986 - 1988
Job Investment Specialist, New York Life Investments
Industry Financial Services
Experience
Evergreen Funds 1998 - 2000
Standard & Poor's 1988 - 1998
Roney & Company 1986 - 1988
E.F. Hutton 1983 - 1986
Skills
Retirement Planning, IRAs, Separately Managed..., Fixed Annuities, Wealth Management, Retirement, Asset Allocation, Investment Strategies, Investment Advisory, Investment Policy, Securities, 401k, ETFs, Life Insurance, Investments, 401k Rollovers, Asset Management, Financial Planners, Investment Management, Wealth Accumulation, Financial Planning
Education
Marquette University 1978 — 1982
Bachelor of Arts (B.A.)
Evergreen Funds 1998 - 2000
Standard & Poor's 1988 - 1998
Roney & Company 1986 - 1988
E.F. Hutton 1983 - 1986
Skills
Retirement Planning, IRAs, Separately Managed..., Fixed Annuities, Wealth Management, Retirement, Asset Allocation, Investment Strategies, Investment Advisory, Investment Policy, Securities, 401k, ETFs, Life Insurance, Investments, 401k Rollovers, Asset Management, Financial Planners, Investment Management, Wealth Accumulation, Financial Planning
Education
Marquette University 1978 — 1982
Bachelor of Arts (B.A.)
William Orke's Roney & Company Experience June 1992 - January 1994
Job
Industry Investment Management
Experience
WCM Investment Management October 2002 - Present
Steward Capital Management February 1994 - October 2002
Roney & Company June 1992 - January 1994
Dain Bosworth March 1988 - June 1992
Education
University of Minnesota-Twin Cities
Bachelor
WCM Investment Management October 2002 - Present
Steward Capital Management February 1994 - October 2002
Roney & Company June 1992 - January 1994
Dain Bosworth March 1988 - June 1992
Education
University of Minnesota-Twin Cities
Bachelor
Natasha Spence's Roney & Company Experience January 2013 - July 2013
Job Senior Concierge Case Manager at Advisor's Choice Insurance Brokerage Services
Industry Insurance
Experience
Advisor's Choice Insurance Brokerage Services July 2013 - Present
Roney & Company January 2013 - July 2013
Arthur J. Gallagher & Co. / GBS Insurance & Financial Services, Inc February 2010 - January 2013
Time Financial / A Crump Company October 2009 - February 2010
Marsh PCLIS May 2005 - September 2009
Arthur J. Gallagher & Co. / GBS Insurance & Financial Services, Inc February 1999 - May 2005
Skills
Insurance, Health Insurance, General Insurance, Customer Service, Management, Leadership, Risk Management, New Business Development, Workers Compensation, Employee Benefits, Marketing, Disability Insurance, Property & Casualty..., Term Life Insurance, Fixed Annuities
Education
California State University-Northridge 2005 — 2008
Bachelor of Science (BS), Management
Los Angeles Pierce College 2001 — 2005
Associate of Arts (AA), Business and Science
Advisor's Choice Insurance Brokerage Services July 2013 - Present
Roney & Company January 2013 - July 2013
Arthur J. Gallagher & Co. / GBS Insurance & Financial Services, Inc February 2010 - January 2013
Time Financial / A Crump Company October 2009 - February 2010
Marsh PCLIS May 2005 - September 2009
Arthur J. Gallagher & Co. / GBS Insurance & Financial Services, Inc February 1999 - May 2005
Skills
Insurance, Health Insurance, General Insurance, Customer Service, Management, Leadership, Risk Management, New Business Development, Workers Compensation, Employee Benefits, Marketing, Disability Insurance, Property & Casualty..., Term Life Insurance, Fixed Annuities
Education
California State University-Northridge 2005 — 2008
Bachelor of Science (BS), Management
Los Angeles Pierce College 2001 — 2005
Associate of Arts (AA), Business and Science
Stephanie Loria's Roney & Company Experience April 2011 - 2012
Job ACSM Certified Personal Trainer
Industry Health, Wellness and Fitness
Experience
Michael Loria Consulting 2009 - Present
Equinox 2013 - 2015
24 Hour Fitness 2012 - 2013
Roney & Company April 2011 - 2012
Starbucks Coffee Company October 2002 - August 2011
Skills
Workforce Development, Customer Service, Inventory Management, Retail, Microsoft Office, Business Services, Customer Relations, Editing, Writing, Event Planning, Music, Teaching, Event Management, Personal Training, Food Service, Training, Social Networking, Team Building, Leadership Development
Education
Columbia University School of Nursing 2015 — 2017
Master’s Degree, Registered Nursing/Registered Nurse
California State Polytechnic University-Pomona 2005 — 2008
BA, Liberal Studies
Burbank High School
Michael Loria Consulting 2009 - Present
Equinox 2013 - 2015
24 Hour Fitness 2012 - 2013
Roney & Company April 2011 - 2012
Starbucks Coffee Company October 2002 - August 2011
Skills
Workforce Development, Customer Service, Inventory Management, Retail, Microsoft Office, Business Services, Customer Relations, Editing, Writing, Event Planning, Music, Teaching, Event Management, Personal Training, Food Service, Training, Social Networking, Team Building, Leadership Development
Education
Columbia University School of Nursing 2015 — 2017
Master’s Degree, Registered Nursing/Registered Nurse
California State Polytechnic University-Pomona 2005 — 2008
BA, Liberal Studies
Burbank High School
G. Leonard Wiggins's Roney & Company Experience October 1991 - November 1999
Job
Industry
Experience
Roney & Company October 1991 - November 1999
Society Bank October 1986 - October 1991
Manufacturers National Bank January 1984 - October 1986
Federal Reserve Bank of Chicago February 1981 - December 1983
Education
Pennsylvania State University
BA, Political Science
University of Detroit Mercy School of Law
JD, Federal Taxation, Trusts, Business Planning
Roney & Company October 1991 - November 1999
Society Bank October 1986 - October 1991
Manufacturers National Bank January 1984 - October 1986
Federal Reserve Bank of Chicago February 1981 - December 1983
Education
Pennsylvania State University
BA, Political Science
University of Detroit Mercy School of Law
JD, Federal Taxation, Trusts, Business Planning