Savage & Associates
Industry: Company
DescriptionFounded: 1960 Subsidiary: Christie Financial Services
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Savage & Associates Employees
Employee
Years
Job
Industry
Carleton Holly Hollister Carleton Holly Hollister's Savage & Associates Experience 1991 - Present
Job Registered Representative at Savage & Associates
Industry Financial Services
Experience
Savage & Associates 1991 - Present
Education
Bowling Green State University
Bachelor of Business Administration (BBA), Mathematics and Statistics
Savage & Associates 1991 - Present
Education
Bowling Green State University
Bachelor of Business Administration (BBA), Mathematics and Statistics
Karlee Bauman's Savage & Associates Experience May 2010 - August 2011
Job Operations Manager at North Bridge Staffing Group
Industry Staffing and Recruiting
Experience
North Bridge Staffing Group April 2013 - Present
Tailored Management September 2011 - January 2013
Auto Owners Insurance February 2011 - August 2011
Savage & Associates May 2010 - August 2011
Skills
Recruiting, Business Development, Talent Acquisition, Staff Development, Insurance, Technical Recruiting, Contract Recruitment, Sourcing, Onboarding, College Recruiting, Human Resources, Applicant Tracking..., Management, Temporary Placement, Interviews, Temporary Staffing, Sales
Education
Bowling Green State University 2006 — 2010
Bachelors, Interpersonal Communication and Advertising
Pike Delta York
High School Diploma
North Bridge Staffing Group April 2013 - Present
Tailored Management September 2011 - January 2013
Auto Owners Insurance February 2011 - August 2011
Savage & Associates May 2010 - August 2011
Skills
Recruiting, Business Development, Talent Acquisition, Staff Development, Insurance, Technical Recruiting, Contract Recruitment, Sourcing, Onboarding, College Recruiting, Human Resources, Applicant Tracking..., Management, Temporary Placement, Interviews, Temporary Staffing, Sales
Education
Bowling Green State University 2006 — 2010
Bachelors, Interpersonal Communication and Advertising
Pike Delta York
High School Diploma
Jake Armentrout Jake Armentrout's Savage & Associates Experience December 1999 - August 2000
Job Financial Advisor Investment Strategy, Portfolio Design/Management and Financial Planning at Pinnacle Financial Adv
Industry Financial Services
Experience
Pinnacle Financial Advisors LLC September 2007 - Present
Premier Planning Group January 2005 - September 2007
Advest, Inc September 2002 - December 2004
Savage & Associates December 1999 - August 2000
Skills
Organizational Structure, Wealth Management, Investment Strategy..., Retirement Planning, Securities, Fixed Annuities, Estate Planning, Investment Strategies
Education
Additional Credentials 2005 — 2007
Industry Licenses: Series 7, 66, Variable Annuity, Variable Life, Finance & Family Business/Entrepreneurship
University of Cincinnati College of Business 2000 — 2005
Bachelor's, Finance/Family Business & Entrepreneurship
Pinnacle Financial Advisors LLC September 2007 - Present
Premier Planning Group January 2005 - September 2007
Advest, Inc September 2002 - December 2004
Savage & Associates December 1999 - August 2000
Skills
Organizational Structure, Wealth Management, Investment Strategy..., Retirement Planning, Securities, Fixed Annuities, Estate Planning, Investment Strategies
Education
Additional Credentials 2005 — 2007
Industry Licenses: Series 7, 66, Variable Annuity, Variable Life, Finance & Family Business/Entrepreneurship
University of Cincinnati College of Business 2000 — 2005
Bachelor's, Finance/Family Business & Entrepreneurship
Jessie Green Jessie Green's Savage & Associates Experience August 2000 - Present
Job Co Owner at Visions of Sugar Plums
Industry Financial Services
Experience
Visions of Sugar Plums March 2013 - Present
Savage & Associates August 2000 - Present
Home Consultant Services 1995 - 2011
NAIFA 2010 - 2010
Arch Paging May 1990 - April 2000
Skills
Insurance, Recruiting, Event Management, Time Management, Employee Benefits, Marketing, Sales, New Business Development, Customer Service, Strategic Planning, Leadership, Public Speaking, Negotiation, Microsoft Office, Budgets, Microsoft Excel, Microsoft Word, Selling, Accounting, PowerPoint, Outlook, Health Insurance
Education
University of Iowa 1972 — 1978
Marion High School 1969 — 1972
High School, College pre
Visions of Sugar Plums March 2013 - Present
Savage & Associates August 2000 - Present
Home Consultant Services 1995 - 2011
NAIFA 2010 - 2010
Arch Paging May 1990 - April 2000
Skills
Insurance, Recruiting, Event Management, Time Management, Employee Benefits, Marketing, Sales, New Business Development, Customer Service, Strategic Planning, Leadership, Public Speaking, Negotiation, Microsoft Office, Budgets, Microsoft Excel, Microsoft Word, Selling, Accounting, PowerPoint, Outlook, Health Insurance
Education
University of Iowa 1972 — 1978
Marion High School 1969 — 1972
High School, College pre
Andy Stephey, AFIS, CIC, CRM, LUTCF Andy Stephey, AFIS, CIC, CRM, LUTCF's Savage & Associates Experience May 1994 - December 1996
Job Senior Account Executive at UIS Insurance & Investments
Industry Insurance
Experience
UIS Insurance and Investments April 2002 - Present
Nationwide Insurance December 1996 - April 2002
Savage & Associates May 1994 - December 1996
Skills
Property & Casualty..., Commercial Insurance, Financial Analysis, Workers Compensation, Insurance, Casualty, Legal Liability, Commercial Lines, Liability, Underwriting, Risk Management, General Insurance, Claims Management, Claim, Health Insurance, Employee Benefits, Financial Risk, Enterprise Risk..., Property, Customer Service, Life Insurance
Education
Bowling Green State University 1993 — 1995
Bachelor of Liberal Studies
UIS Insurance and Investments April 2002 - Present
Nationwide Insurance December 1996 - April 2002
Savage & Associates May 1994 - December 1996
Skills
Property & Casualty..., Commercial Insurance, Financial Analysis, Workers Compensation, Insurance, Casualty, Legal Liability, Commercial Lines, Liability, Underwriting, Risk Management, General Insurance, Claims Management, Claim, Health Insurance, Employee Benefits, Financial Risk, Enterprise Risk..., Property, Customer Service, Life Insurance
Education
Bowling Green State University 1993 — 1995
Bachelor of Liberal Studies
Marianne Peters's Savage & Associates Experience April 2015 - Present
Job Director of People and Performance at Savage & Associates
Industry Financial Services
Experience
Savage & Associates April 2015 - Present
Northwest Ohio Affiliate, Susan G. Komen April 2014 - Present
Savage and Associates October 2012 - April 2015
Equity Inc. November 2010 - September 2012
Fairway Management Inc September 2008 - October 2010
Dolphin Capital March 2005 - September 2008
Motorola June 2002 - August 2004
PricewaterhouseCoopers January 2001 - June 2002
PricewaterhouseCoopers September 1999 - January 2001
Skills
Financial Analysis, Budgeting, Real Estate, Due Diligence, Property Management, Strategic Thinking, Mentoring, Procure-to-Pay, Public Speaking, Behavior Management, Cross-functional Team..., Corporate Governance, Supply Chain, Internal Controls, Leadership Development, Six Sigma, Budgets, Internal Communications, Order to Cash, Executive Reporting, Project Management, Consolidated Financial..., Global Management, IFRS
Education
Indiana University Bloomington 1995 — 1999
BS Accounting, Accounting
Savage & Associates April 2015 - Present
Northwest Ohio Affiliate, Susan G. Komen April 2014 - Present
Savage and Associates October 2012 - April 2015
Equity Inc. November 2010 - September 2012
Fairway Management Inc September 2008 - October 2010
Dolphin Capital March 2005 - September 2008
Motorola June 2002 - August 2004
PricewaterhouseCoopers January 2001 - June 2002
PricewaterhouseCoopers September 1999 - January 2001
Skills
Financial Analysis, Budgeting, Real Estate, Due Diligence, Property Management, Strategic Thinking, Mentoring, Procure-to-Pay, Public Speaking, Behavior Management, Cross-functional Team..., Corporate Governance, Supply Chain, Internal Controls, Leadership Development, Six Sigma, Budgets, Internal Communications, Order to Cash, Executive Reporting, Project Management, Consolidated Financial..., Global Management, IFRS
Education
Indiana University Bloomington 1995 — 1999
BS Accounting, Accounting
Jacob Wheeler Jacob Wheeler's Savage & Associates Experience June 2015 - Present
Job Ohio Life Accident and Health Insurance Agent | Finance Major at Miami University
Industry
Experience
Savage & Associates June 2015 - Present
Bar Louie June 2015 - August 2015
The Woods August 2013 - May 2015
Whitehouse Christmas Tree Farm December 2010 - January 2015
GDY Furniture Installation & Storage July 2014 - August 2014
Stripe it Up June 2011 - August 2014
Mancys Food Catering June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Leadership, Teamwork, Customer Service, Social Media, Public Speaking, Time Management, Research, Social Networking, Event Planning, Marketing
Education
Miami University 2013 — 2016
Student, Finance
University of Cincinnati 2012 — 2013
Student
Savage & Associates June 2015 - Present
Bar Louie June 2015 - August 2015
The Woods August 2013 - May 2015
Whitehouse Christmas Tree Farm December 2010 - January 2015
GDY Furniture Installation & Storage July 2014 - August 2014
Stripe it Up June 2011 - August 2014
Mancys Food Catering June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Leadership, Teamwork, Customer Service, Social Media, Public Speaking, Time Management, Research, Social Networking, Event Planning, Marketing
Education
Miami University 2013 — 2016
Student, Finance
University of Cincinnati 2012 — 2013
Student
Kevin Baumeier Kevin Baumeier's Savage & Associates Experience July 2014 - Present
Job Internal Risk Management Specialist at Savage & Associates
Industry Insurance
Experience
Savage & Associates July 2014 - Present
Wholehan Marketing May 2011 - June 2014
Coyne Textile Services January 2011 - May 2011
Northwestern Mutual Financial Network February 2009 - September 2010
Time Warner Cable 2008 - 2009
USA TODAY 2004 - 2007
Skills
Life Insurance, Fixed Annuities, Account Management, Business Development, Insurance, Marketing, Risk Management, Sales, Sales Management, Strategic Planning, Management, Customer Service, Cold Calling, Leadership, Finance, Securities, Process Improvement, Microsoft Excel, Microsoft Office
Education
Miami University 2000 — 2005
BS, Business
St. Francis De Sales 1995 — 1999
Savage & Associates July 2014 - Present
Wholehan Marketing May 2011 - June 2014
Coyne Textile Services January 2011 - May 2011
Northwestern Mutual Financial Network February 2009 - September 2010
Time Warner Cable 2008 - 2009
USA TODAY 2004 - 2007
Skills
Life Insurance, Fixed Annuities, Account Management, Business Development, Insurance, Marketing, Risk Management, Sales, Sales Management, Strategic Planning, Management, Customer Service, Cold Calling, Leadership, Finance, Securities, Process Improvement, Microsoft Excel, Microsoft Office
Education
Miami University 2000 — 2005
BS, Business
St. Francis De Sales 1995 — 1999
Joshua Dorn Joshua Dorn's Savage & Associates Experience September 2003 - January 2004
Job Administrator
Industry Hospital & Health Care
Experience
360 Healthcare Staffing August 2015 - Present
SavaSeniorCare Administrative Services LLC May 2014 - Present
SavaSeniorCare Administrative Services LLC March 2013 - May 2014
HCR ManorCare January 2012 - March 2013
Choice Health Management Services February 2011 - December 2011
The Distillery May 2004 - September 2010
Savage & Associates September 2003 - January 2004
Toledo Mud Hens April 2002 - September 2003
Skills
Healthcare, Health, Hospitals, Promotions, Public Relations, Referrals, Admissions, Budgeting, Advertising, Marketing Strategy, Market Planning, Customer Relations, Strategic Planning, Medicare, Customer Service, Administration, Managed Care, Senior Living, Long-term Care, Coordination, Marketing Materials, New Business Development, Social Media, Planning, Marketing, Budgets, Project Planning, System Administration, Sales Management, Sales, CRM, Nonprofits, Account Management, Social Networking, Training, Contract Negotiation, Time Management, Management, Recruiting, Coaching, Medicaid, Human Resources, PowerPoint, Business Development, Healthcare Management, Microsoft Excel, Health Insurance, Benefits Administration, Staffing Services
Education
North Greenville University 2014 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
University of Toledo 2010 — 2010
Bachelor of Business Administration, International Business & eCommerce
360 Healthcare Staffing August 2015 - Present
SavaSeniorCare Administrative Services LLC May 2014 - Present
SavaSeniorCare Administrative Services LLC March 2013 - May 2014
HCR ManorCare January 2012 - March 2013
Choice Health Management Services February 2011 - December 2011
The Distillery May 2004 - September 2010
Savage & Associates September 2003 - January 2004
Toledo Mud Hens April 2002 - September 2003
Skills
Healthcare, Health, Hospitals, Promotions, Public Relations, Referrals, Admissions, Budgeting, Advertising, Marketing Strategy, Market Planning, Customer Relations, Strategic Planning, Medicare, Customer Service, Administration, Managed Care, Senior Living, Long-term Care, Coordination, Marketing Materials, New Business Development, Social Media, Planning, Marketing, Budgets, Project Planning, System Administration, Sales Management, Sales, CRM, Nonprofits, Account Management, Social Networking, Training, Contract Negotiation, Time Management, Management, Recruiting, Coaching, Medicaid, Human Resources, PowerPoint, Business Development, Healthcare Management, Microsoft Excel, Health Insurance, Benefits Administration, Staffing Services
Education
North Greenville University 2014 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
University of Toledo 2010 — 2010
Bachelor of Business Administration, International Business & eCommerce
Nick Rightnowar Nick Rightnowar's Savage & Associates Experience June 2014 - Present
Job Registered Representative at Savage & Associates
Industry Financial Services
Experience
Savage & Associates June 2014 - Present
The University of Toledo January 2013 - May 2013
ProMedica May 2012 - August 2012
Skills
Financial Analysis, Leadership, Recruiting, Communication, Strategic Planning, Timely Decision Making, New Hire Orientations
Education
University of Toledo 2012 — 2015
Finance Financial Services, Senior
Trine University 2011 — 2015
Bachelor, Business Administration
Toledo Christian Schools 2009 — 2011
Savage & Associates June 2014 - Present
The University of Toledo January 2013 - May 2013
ProMedica May 2012 - August 2012
Skills
Financial Analysis, Leadership, Recruiting, Communication, Strategic Planning, Timely Decision Making, New Hire Orientations
Education
University of Toledo 2012 — 2015
Finance Financial Services, Senior
Trine University 2011 — 2015
Bachelor, Business Administration
Toledo Christian Schools 2009 — 2011
Jim Herrick Jim Herrick's Savage & Associates Experience May 2005 - September 2011
Job Wealth Advisor at TDC Companies (TDC Companies)
Industry Financial Services
Experience
TDC Companies September 2011 - Present
Savage & Associates May 2005 - September 2011
Skills
Insurance, Retirement, Financial Analysis, Retirement Planning
Education
Miami University 2001 — 2005
St. John's Jesuit High School 1997 — 2001
TDC Companies September 2011 - Present
Savage & Associates May 2005 - September 2011
Skills
Insurance, Retirement, Financial Analysis, Retirement Planning
Education
Miami University 2001 — 2005
St. John's Jesuit High School 1997 — 2001
Matt Matuga's Savage & Associates Experience July 2000 - Present
Job IT Director at Savage and Associates
Industry Information Technology and Services
Experience
Savage & Associates July 2000 - Present
Skills
Access, Management, Customer Service, Microsoft Office, Microsoft Excel, Marketing, Process Improvement, Social Media Marketing, Microsoft Word
Education
Indiana University Bloomington 1984 — 1988
BS, Economics
Indiana University Bloomington 1984 — 1988
Bachelor's degree, Economics
Savage & Associates July 2000 - Present
Skills
Access, Management, Customer Service, Microsoft Office, Microsoft Excel, Marketing, Process Improvement, Social Media Marketing, Microsoft Word
Education
Indiana University Bloomington 1984 — 1988
BS, Economics
Indiana University Bloomington 1984 — 1988
Bachelor's degree, Economics
Jason M. Elchert's Savage & Associates Experience July 2001 - Present
Job Investment Advisor at Savage & Associates
Industry Investment Management
Experience
Savage & Associates July 2001 - Present
Savage and Associates July 2001 - Present
Skills
Investments, Securities, Employee Benefits, Retirement, Fixed Annuities, Long-term Care, Health Insurance, Strategic Financial..., Insurance, FINRA, IRAs, Retirement Planning, Financial Services, 401k, Estate Planning, Public Speaking
Education
The University of Findlay 1996 — 1999
Bachelor of Science, Mathematics
Savage & Associates July 2001 - Present
Savage and Associates July 2001 - Present
Skills
Investments, Securities, Employee Benefits, Retirement, Fixed Annuities, Long-term Care, Health Insurance, Strategic Financial..., Insurance, FINRA, IRAs, Retirement Planning, Financial Services, 401k, Estate Planning, Public Speaking
Education
The University of Findlay 1996 — 1999
Bachelor of Science, Mathematics
Jason Van Douser's Savage & Associates Experience December 2004 - December 2007
Job Financial Advisor
Industry Insurance
Experience
Walnutstreet Securities January 2005 - Present
Savage & Associates December 2004 - December 2007
New England Financial May 2003 - December 2004
Skills
Finance, Strategic Financial..., Investments, Insurance, Risk Management, Wealth Management, Health Insurance, Retirement Planning, Life Insurance, Financial Analysis, Leadership
Education
Central Michigan University 1999 — 2003
Bachelor’s Degree, Finance
Walnutstreet Securities January 2005 - Present
Savage & Associates December 2004 - December 2007
New England Financial May 2003 - December 2004
Skills
Finance, Strategic Financial..., Investments, Insurance, Risk Management, Wealth Management, Health Insurance, Retirement Planning, Life Insurance, Financial Analysis, Leadership
Education
Central Michigan University 1999 — 2003
Bachelor’s Degree, Finance
Lora Barton's Savage & Associates Experience 1995 - 2008
Job Independent Accounting Professional
Industry Accounting
Experience
Savage & Associates 1995 - 2008
Skills
Accounting, Nonprofits
Education
University of Phoenix
Bachelor of Applied Science (BASc), Accounting and Business/Management
University of Toledo
Associate of Science (AS), Business Management Accounting
Savage & Associates 1995 - 2008
Skills
Accounting, Nonprofits
Education
University of Phoenix
Bachelor of Applied Science (BASc), Accounting and Business/Management
University of Toledo
Associate of Science (AS), Business Management Accounting
Antonette Iverson's Savage & Associates Experience September 2014 - April 2015
Job Consultant at IHS, Inc.
Industry Automotive
Experience
IHS Automotive June 2015 - Present
The Coca-Cola Company August 2014 - May 2015
Savage & Associates September 2014 - April 2015
IHS Automotive - Driven by Polk May 2014 - August 2014
Bowling Green State University - Mileti Alumni Center September 2012 - March 2014
R. L. Polk & Company June 2013 - August 2013
Forever 21 June 2012 - August 2012
Montessori School of Bowling Green January 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Communication Skills, Marketing, Advertising, Facebook, Social Networking, Access, Data Analysis, Time Management, Leadership, Sales
Education
Bowling Green State University 2011 — 2015
Bachelor's Degree, Marketing, Rising Senior
Hong Kong Baptist University 2013 — 2013
Bachelor of Business Administration (BBA), Marketing, 2013 Fall Exchange Student
IHS Automotive June 2015 - Present
The Coca-Cola Company August 2014 - May 2015
Savage & Associates September 2014 - April 2015
IHS Automotive - Driven by Polk May 2014 - August 2014
Bowling Green State University - Mileti Alumni Center September 2012 - March 2014
R. L. Polk & Company June 2013 - August 2013
Forever 21 June 2012 - August 2012
Montessori School of Bowling Green January 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Communication Skills, Marketing, Advertising, Facebook, Social Networking, Access, Data Analysis, Time Management, Leadership, Sales
Education
Bowling Green State University 2011 — 2015
Bachelor's Degree, Marketing, Rising Senior
Hong Kong Baptist University 2013 — 2013
Bachelor of Business Administration (BBA), Marketing, 2013 Fall Exchange Student
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