Skylight Financial Group

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Skylight Financial Group Employees

Employee
Years
Job
Industry
Dennis Roche Dennis Roche Cleveland, Ohio Details
Dennis Roche's Skylight Financial Group Experience April 2013 - December 2013
Job Analyst at MatlinPatterson Credit Trading | United States Marine Corps Veteran
Industry Financial Services
Experience
MatlinPatterson Credit Trading   October 2014 - Present
Gabriel Partners, LLC  June 2014 - October 2014
AXA Advisors  December 2013 - June 2014
Skylight Financial Group   April 2013 - December 2013
Global Cleveland  December 2012 - May 2013
United States Marine Corps  April 2010 - February 2012
United States Marine Corps  June 2008 - May 2010

Skills
Team Leadership, Program Management, Military, CRM, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Logistics, Leadership, Customer Service, Microsoft Word, Strategic Planning, Security Clearance, Team Building, Social Media, Leadership Development, Research, Project Management, Data Analysis, Entrepreneurship, Government, Training, Financial Analysis

Education
John Carroll University   2012 — 2014
Bachelor of Science (BS), Finance

Miami University   2006 — 2008

University School   2002 — 2006

St. Gregory the Great   1993 — 2002

Nicholas Iacovone Nicholas Iacovone Cleveland/Akron, Ohio Area Details
Nicholas Iacovone's Skylight Financial Group Experience June 2012 - October 2012
Job Credit Analyst at Nestlé
Industry Accounting
Experience
Nestlé  August 2015 - Present
Nestlé  August 2014 - August 2015
Londrico's Christmas Trees   November 2005 - December 2014
Nestlé  March 2013 - August 2014
Skylight Financial Group   June 2012 - October 2012
U.S. Bank   July 2011 - June 2012
Fireproof Records Center  June 2010 - September 2010

Skills
Finance, Financial Analysis, Strategic Financial..., Insurance, SAP, Investments, Portfolio Management, Retirement Planning, Accounting, Microsoft Excel, Analysis, Loans, Sales, Leadership, Financial Markets, Banking, Series 6, Data Analysis, Microsoft Office, Outlook, Financial Services, Oracle, Hyperion, Appworx, SAP BW

Education
The Ohio State University - The Max M. Fisher College of Business   2008 — 2012
Bachelor of Science in Business Administration, Finance, Cum Laude

Jonathan Goldston Jonathan Goldston Cleveland/Akron, Ohio Area Details
Jonathan Goldston's Skylight Financial Group Experience August 2002 - Present
Job Financial Planner, Skylight Financial Group
Industry Financial Services
Experience
Skylight Financial Group   August 2002 - Present

Skills
Leadership, Strategic Financial..., Finance, Investment Advisory, Management, Financial Planners, Portfolio Management, Training, Retirement Planning, Financial Services, Insurance, Securities, Financial Advisory, Investments, Employee Benefits

Education
Ohio Wesleyan University

Shaker Heights High School

Doug Sockman CFP, ChFC, CLU Doug Sockman CFP, ChFC, CLU Cleveland/Akron, Ohio Area Details
Doug Sockman CFP, ChFC, CLU's Skylight Financial Group Experience January 2003 - Present
Job Certified Financial Planner at Skylight Financial Group
Industry Financial Services
Experience
Skylight Financial Group   January 2003 - Present
Hantz Financial  January 1998 - December 2002

Skills
Retirement Planning, Strategic Financial..., Financial Advisory, Certified Financial..., Investments, Retirement, Fixed Annuities, Estate Planning, Series 7, IRAs, Long-term Care, Mutual Funds, Asset Management, Disability Insurance, Strategic Planning, Wealth Management, Portfolio Management, Investment Advisory, Insurance, Public Speaking, Securities

Education
Ohio University
Bachelor of Science, Healthcare Management

Robert Fichter, LUTCF, CLTC Robert Fichter, LUTCF, CLTC Columbus, Ohio Area Details
Robert Fichter, LUTCF, CLTC's Skylight Financial Group Experience May 2009 - Present
Job Senior Partner at Skylight Financial Group
Industry Financial Services
Experience
Skylight Financial Group   May 2009 - Present
Guardian Life  October 2005 - May 2009
MetLife Financial Services  2005 - 2005

Skills
Retirement Planning, Retirement, Disability Insurance, Long-term Care, Insurance, Strategic Financial..., Estate Planning, Series 7, Fixed Annuities, Wealth Management, Investments, Mutual Funds, 401k, Securities, IRAs, Small Business, Asset Managment, Portfolio Management, Employee Benefits, Marketing

Education
The Ohio State University - The Max M. Fisher College of Business   1999 — 2004
BSBA, Marketing

Heather Doerschuk Heather Doerschuk Cleveland/Akron, Ohio Area Details
Heather Doerschuk's Skylight Financial Group Experience August 2015 - Present
Job Executive Assistant to Amie Palffy at Skylight Financial Group
Industry Music
Experience
Skylight Financial Group   August 2015 - Present
Cleveland Leadership Center  September 2013 - August 2015
Episcopal Service Corps  August 2013 - July 2014
Lakewood United Methodist Church  May 2013 - August 2013
Creative palooza   September 2012 - December 2012
University of North Carolina School of the Arts  August 2012 - December 2012
Nilaihah Records  May 2012 - August 2012
YMCA of Central Ohio  May 2012 - August 2012
Pier 1 Imports  September 2011 - May 2012
HMP Events   June 2011 - August 2011

Skills
Social Media, Event Planning, Customer Service, Facebook, Social Networking, Raiser's Edge, InDesign, FileMaker, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, WordPress, Digital Archiving, Data Analysis, Social Media Marketing, Retail Sales, Time Management, Retail, Singing, Can Read Music, Music Performance

Education
Otterbein University   2009 — 2013
Bachelor of Arts (B.A.), Music and Business, Graduate

Lakewood High School   2005 — 2009

Ted Rector Ted Rector Columbus, Ohio Area Details
Ted Rector's Skylight Financial Group Experience July 2012 - January 2013
Job Financial Analyst, FP&A at Alliance Data
Industry Financial Services
Experience
Alliance Data  July 2014 - Present
Abercrombie & Fitch  February 2013 - July 2014
Skylight Financial Group   July 2012 - January 2013
Union Savings Bank  January 2012 - March 2012

Skills
Financial Analysis, Forecasting, US GAAP reporting, Financial Modeling, Credit Analysis, Financial Services

Education
The Ohio State University   2007 — 2012
Bachelor of Science (B.S.), Finance and Financial Management Services

St. Francis DeSales School

Danielle Begley, MBA Danielle Begley, MBA Dayton, Ohio Area Details
Danielle Begley, MBA's Skylight Financial Group Experience November 2012 - April 2013
Job Document Management Consultant at Woodhull LLC
Industry Financial Services
Experience
Woodhull LLC  February 2014 - Present
Skylight Financial Group   November 2012 - April 2013
Morgan Stanley  May 2012 - September 2012
SafeSourcing, Inc   January 2011 - May 2012

Skills
Strategic Sourcing, Customer Service, Relationship Management, International Relations, Sales, Leadership, Account Management, Direct Sales, Purchasing, Lead Generation, Cold Calling, Solution Selling, Marketing Research, Competitive Analysis

Education
Wright State University   2009 — 2011
Master, Business Administration; Finance and International Business

University of Dayton   2004 — 2008
Bachelor of Science, Finance and Spanish

Universidad de Sevilla   2007 — 2007
General Studies

Kaylee Loomis Kaylee Loomis Cleveland, Ohio Details
Kaylee Loomis's Skylight Financial Group Experience March 2014 - Present
Job Administrative Assistant, Skylight Financial Group
Industry Financial Services
Experience
Skylight Financial Group   March 2014 - Present
Hooley House, LLC   December 2012 - Present
AIT Worldwide Logistics  January 2011 - June 2013
Ruby Tuesday  April 2008 - September 2011

Skills
Customer Service, Administration, People Skills, Attention To Detail, Event Planning, Money Handling, Customer Satisfaction, Inventory Management, Logistics, Money, Operations Management, System Administration, Shipping, Management, 3PL, Microsoft Excel, Microsoft Office, Sales, Team Building, Time Management, Warehousing, Supply Chain Management

Education
Cleveland State University   2005 — 2008
College of Urban Studies, Criminolgy and Sociology

Nick Fisher Nick Fisher Columbus, Ohio Details
Nick Fisher's Skylight Financial Group Experience May 2013 - June 2014
Job Financial Specialist
Industry Financial Services
Experience
PNC  July 2014 - Present
Skylight Financial Group   May 2013 - June 2014
The Ohio State University  September 2009 - May 2013
Northwestern Mutual  April 2012 - January 2013
Arthur Krenzel Lett Insurance Group   June 2011 - April 2012
Dick's Sporting Goods  June 2010 - September 2010
Jefferson Whitney   June 2009 - September 2009

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Leadership, Time Management, Teamwork, Microsoft Word, Social Media

Education
The Ohio State University - The Max M. Fisher College of Business   2009 — 2013
Bachelor of Science in Business Administration, Finance and Insurance, Graduate

Winfield High School   2005 — 2009

Ira Kirsch Ira Kirsch Brecksville, Ohio Details
Ira Kirsch's Skylight Financial Group Experience January 2010 - July 2011
Job CF Bank
Industry Banking
Experience
Skylight Financial Group   January 2010 - July 2011
American Home Mortgage Company   January 1985 - April 2010
K & A Commercial Capital   March 1988 - 2010
North Coast Outdoor   January 1982 - March 1994

Skills
Mortgage Lending, Loans, Strategic Financial..., Retirement Planning, Refinance, FHA, Finance, Investment Properties, Retirement, Employee Benefits, Residential Homes, Reverse Mortgages

Education
Florida State University   1970 — 1975
Pre-Law

Laura Fiegelist Laura Fiegelist Cleveland/Akron, Ohio Area Details
Laura Fiegelist's Skylight Financial Group Experience May 2015 - June 2015
Job Communications & Special Event Coordinator at Habitat for Humanity of Summit County
Industry Public Relations and Communications
Experience
Habitat for Humanity of Summit County  July 2015 - Present
Skylight Financial Group   May 2015 - June 2015
Sherwin-Williams  January 2015 - April 2015
Sherwin-Williams  September 2014 - January 2015
Sr. Charles Borromeo   October 2013 - November 2014
Sherwin-Williams  August 2013 - June 2014
People's Initiative Against Poverty (PIAP) in Liberia   March 2013 - August 2013
St. Charles Borromeo School  July 2013 - July 2013
Balloon Distractions  June 2012 - August 2012
Our Lady of the Elms School  June 2011 - August 2011

Skills
Blogging, Web Graphics, Magazine Layout Design, T-shirt Graphics, Adobe Creative Suite, Visual Communication, Communication Design, Visual Identity Design, Photography, Text Editing, Public Speaking, Sketching, Animation, Video Editing, InDesign, Creative Direction, Corporate Identity, Graphic Design, Art Direction, Advertising, Dreamweaver, Logo Design, Editing, Layout, Graphics, Image Editing, Illustrator, Web Design, Social Media, Microsoft Office, PowerPoint, Facebook, Microsoft Word, Newsletters, Photoshop

Education
Mercyhurst University   2009 — 2013
BA, Design and Visual Communications, Creative Writing

Mercyhurst University   2009 — 2013
Bachelor's degree, Visual Communications

Ezra Escudero Ezra Escudero Columbus, Ohio Area Details
Ezra Escudero's Skylight Financial Group Experience November 2010 - March 2013
Job Master communicator, servant leader, passionate Ohioan
Industry Public Policy
Experience
The LIBRE Initiative  August 2015 - Present
Ohio SBDC Network (Small Business Development Center)   June 2013 - April 2015
Ohio Development Services Agency  June 2013 - March 2015
JPMorgan Chase  March 2013 - June 2013
Skylight Financial Group   November 2010 - March 2013
Ohio Commission on Hispanic/Latino Affairs   September 2003 - December 2009
Nuestro Ohio Bilingual Newspaper   December 2001 - June 2004
Unisys Corporation  September 1996 - February 2003

Education
The Ohio State University   1992 — 1996
Bachelor of Arts (B.A.), International Studies, Economic Development, Spanish

Joshua Mudse, CFP® Joshua Mudse, CFP® Toledo, Ohio Area Details
Joshua Mudse, CFP®'s Skylight Financial Group Experience June 2014 - June 2015
Job Senior Financial Planner Munn Wealth Management
Industry Financial Services
Experience
Skylight Financial Group   June 2014 - June 2015
Advisor EFX   March 2013 - June 2014
Charles Schwab  June 2000 - February 2013
University of Toledo  July 1997 - December 1998

Skills
Certified Financial..., Personal Financial..., Wealth Management..., Strategic Financial..., Wealth Management, Investment Advisory, Portfolio Management, Educational Workshops

Education
Bradley University   1993 — 1997
BS, Marketing

Grossmont HS   1989 — 1993

Daniel Greene Daniel Greene Cleveland/Akron, Ohio Area Details
Daniel Greene's Skylight Financial Group Experience 2013 - Present
Job Financial Planner
Industry Financial Services
Experience
Skylight Financial Group   2013 - Present

Education
John Carroll University   2003 — 2007
Bachelor of Business Administration (BBA), Finance, General

Walsh Jesuit High School   1999 — 2003

Alan Soirefman Alan Soirefman Cleveland/Akron, Ohio Area Details
Alan Soirefman's Skylight Financial Group Experience 2013 - Present
Job Financial Planner Skylight Financial Group
Industry Financial Services
Experience
Skylight Financial Group   2013 - Present
New York Life Insurance Company  2011 - 2013
BrightStar Healthcare  2008 - 2011
American Greetings  2005 - 2008
American Greetings  2000 - 2005
American Greetings  1990 - 2000

Skills
Leadership, Sales, Sales Management, Customer Service, New Business Development, Merchandising, Business Development, Cross-functional Team..., Account Management, Consumer Products, Business Planning, Executive Management, Mergers, Licensing, Brand Management, Direct Sales, Sales Operations, Mergers & Acquisitions, Strategy, Competitive Analysis, Marketing, Management, Selling, Time Management, Team Building, Product Development

Education
Fairleigh Dickinson University
Bachelor’s Degree, Marketing

Corbin Blackburn Corbin Blackburn Cleveland/Akron, Ohio Area Details
Corbin Blackburn's Skylight Financial Group Experience May 2012 - Present
Job Financial Planner at Skylight Financial Group
Industry Financial Services
Experience
Skylight Financial Group   May 2012 - Present
Primerica  April 2011 - September 2011
Pomeroy IT Solutions  May 2010 - August 2010

Skills
Microsoft Excel, Morningstar Direct, Life Insurance, Sales, Series 7, Series 6, Strategic Financial..., Portfolio Management

Education
Ashland University   2009 — 2013
BA, Finance with a minor in Economics, Junior

Lutheran High School West   2005 — 2009

Crystal Thies Crystal Thies Cincinnati Area Details
Crystal Thies's Skylight Financial Group Experience January 2008 - December 2008
Job Helping Grow Sales & Clients with LinkedIn | Social Media Handbook for Financial Advisors | The LinkedIn Ninja since '10
Industry Marketing and Advertising
Experience
Crystal Clear Buzz a.k.a. The LinkedIn Ninja: LinkedIn for Sales Training & Consulting   January 2009 - Present
Crystal Clear Buzz a.k.a. The LinkedIn Ninja: LinkedIn for Sales Training & Consulting   January 2008 - Present
Crystal Clear Buzz a.k.a. The LinkedIn Ninja: LinkedIn for Sales Training & Consulting   January 2009 - Present
Crystal Clear Buzz a.k.a. The LinkedIn Ninja: LinkedIn for Sales Training & Consulting   January 2009 - Present
Crystal Clear Buzz a.k.a. The LinkedIn Ninja: LinkedIn for Sales Training & Consulting   January 2009 - Present
Skylight Financial Group   January 2008 - December 2008
Centro Properties Group US  September 2006 - January 2008
Dress for Success Cincinnati  February 2005 - March 2006
Cincinnati Museum Center  July 2001 - February 2005
American General Auto Finance  1999 - 2001

Skills
LinkedIn, LinkedIn for Sales, LinkedIn for Financial..., LinkedIn Strategies, LinkedIn Training, LinkedIn Marketing, Social Media Marketing, Social Networking, Blogging, Facebook, Social Media, Email Marketing, Sales, LinkedIn Company Pages, Public Speaking, Entrepreneurship, Business Development, Lead Generation, Marketing Strategy, Small Business, Marketing, Leadership, Training, Online Advertising, Fundraising, Financial Advisory, LinkedIn Profiles, Marketing Communications, Online Marketing, Google Groups, Management, Web Marketing, Coaching, Social Networking..., Business Networking, Strategic Partnerships, Consultants, Non-profits, LinkedIn Groups, Online Social Networking, SEO, LinkedIn Ads, Twitter, Small Business Marketing, Corporate LinkedIn..., Expert Writer, Mentoring, Social Marketing, Nonprofits, Consulting

Education
Northern Kentucky University   2002 — 2005
MPA, Public Administration & Nonprofit Management

Baldwin Wallace University   1989 — 1993
BA, Political Science, International Studies, Economics, & German

Strongsville High School   1986 — 1989

Micheal Miller Micheal Miller Dayton, Ohio Area Details
Micheal Miller's Skylight Financial Group Experience August 2012 - July 2015
Job Financial Advisor at Miller Financial Management Group, LLC
Industry Financial Services
Experience
Miller Financial Management Group, LLC   August 2015 - Present
Skylight Financial Group   August 2012 - July 2015
First Command Financial Planning  January 2010 - July 2012
Edward Jones  January 2009 - December 2009

Skills
Retirement Planning, Strategic Financial..., Investments, Retirement, Wealth, Insurance, Financial Services, Securities, Finance, Fixed Annuities, Management, Pensions, Public Speaking, Life Insurance, Estate Planning, Leadership, Disability Insurance, Long-term Care

Education
Ohio University   1981 — 1986
B.S., Electrical Engineering

Ken Vinikoff Ken Vinikoff United States Details
Ken Vinikoff's Skylight Financial Group Experience July 2006 - Present
Job Financial Advisor/Special Care Planner at Skylight Financial Group
Industry Financial Services
Experience
Skylight Financial Group   July 2006 - Present
Sapphire Technologies  June 2002 - July 2006

Education
Syracuse University   1980 — 1984
Bachelors Degree, Marketing/Business Administration

Tim Farley Jr., ChFC, CLU, ChSNC Tim Farley Jr., ChFC, CLU, ChSNC Cleveland/Akron, Ohio Area Details
Tim Farley Jr., ChFC, CLU, ChSNC's Skylight Financial Group Experience December 2009 - Present
Job Financial Advisor at Skylight Financial Group
Industry Investment Management
Experience
Skylight Financial Group   December 2009 - Present
AHRA, Ltd.   February 2006 - September 2009

Skills
Retirement Planning, Series 7, Investments, Strategic Financial..., Disability Insurance, Independent Financial..., Financial Advisory, ChFC, CLU, Wealth Management, Estate Planning, Securities, Equities, Series 63, Series 65, Fixed Income Portfolio..., Life Insurance, Term Life Insurance, Long Term Care Insurance, Long-term Customer..., Mutual Funds, IRAs, Roth IRA, Fixed Annuities, Variable Annuities, Retirement Savings, Employee Stock Options, Restricted Stock, Stock Option, Deferred Compensation, Non-Qualified Deferred...

Education
John Carroll University   2003 — 2007
Bachelors, Industrial/Organizational Psychology, Business

Gilmour Academy   1999 — 2003
Diploma

Kurt A. Hildebrand, MBA, MFP, RFP Kurt A. Hildebrand, MBA, MFP, RFP Columbus, Ohio Area Details
Kurt A. Hildebrand, MBA, MFP, RFP's Skylight Financial Group Experience February 2015 - July 2015
Job Financial Planner & C.E.O.
Industry Financial Services
Experience
Hildebrand Financial Group, LLC   November 2006 - Present
Capital City Partners  August 2015 - Present
Skylight Financial Group   February 2015 - July 2015
Capital City Partners  June 2009 - February 2015
Transamerica  November 2011 - April 2012
AmeriLife Group LLC  May 2009 - October 2009
LPL Financial  May 2007 - June 2009
New York Life Insurance Company  August 2003 - May 2007

Skills
Estate Planning, Disability Insurance, Long-term Care, Insurance, Health Insurance, Fixed Annuities, Term Life Insurance, Life Insurance, Long Term Care Insurance, Series 7, Whole Life, Finance, Universal Life, Series 63, Small Business, Employee Benefits, Critical Illness, MFP (Master Financial..., RFP (Registered..., LTCP (Long Term Care..., LUTCF (Life..., FAAFM (Fellow of the..., Series 26, Life, Health, &..., Property & Casualty..., Long Term Care, Investment Products, Business Overhead..., Investments

Education
Ohio Dominican University   2006 — 2007
MBA, Business and Financial Planning

The American College   2003 — 2007
LUTCF & ChFC, Financial Planning and Services

Bowling Green State University   1997 — 2003
Bachelor's Degree, Interpersonal Communication

The Ohio State University   2001 — 2002
Guest Student, Psychology

Mount Gilead High School   1993 — 1997
High School Diploma, College Prep.

Ryan Puckett, MBA, CLTC Ryan Puckett, MBA, CLTC Dublin, Ohio Details
Ryan Puckett, MBA, CLTC's Skylight Financial Group Experience May 2009 - Present
Job Financial Planner
Industry Financial Services
Experience
Skylight Financial Group   May 2009 - Present
Columbus State Community College  January 2013 - January 2014
Columbus Financial Group  2006 - May 2009
College Funding Solutions, Inc   March 2008 - January 2009
USAF  2003 - 2006
USAF  July 1999 - May 2003

Education
Franklin University   2011 — 2012
MBA

Franklin University   2004 — 2006
Bachelor's, Management

Steve Thompson MSFS, ChSNC, BCAA, CAS, CFS Steve Thompson MSFS, ChSNC, BCAA, CAS, CFS Cleveland/Akron, Ohio Area Details
Steve Thompson MSFS, ChSNC, BCAA, CAS, CFS's Skylight Financial Group Experience April 2002 - Present
Job Managing Partner Skylight Special Needs Team
Industry Financial Services
Experience
Skylight Financial Group   April 2002 - Present
Gunnallen Financial  1995 - 2001

Education
Institute of Business and Finance   2004 — 2007
MSFS, Financial

Miami University   1987 — 1991
BS, Finance

Daniel R Ryder, CFP Daniel R Ryder, CFP Cleveland/Akron, Ohio Area Details
Daniel R Ryder, CFP's Skylight Financial Group Experience October 2005 - Present
Job Certified Financial Planner at Skylight Financial Group
Industry Financial Services
Experience
Skylight Financial Group   October 2005 - Present

Education
College for Financial Planning   2000 — 2005
CFP

Cleveland State University - Cleveland-Marshall College of Law   1991 — 1992

CFA Designation Program   1989 — 1990

Cleveland State University   1983 — 1988
BA

Andrew Koch Andrew Koch Columbus, Ohio Area Details
Andrew Koch's Skylight Financial Group Experience May 2014 - Present
Job Financial Planner at Skylight Financial Group
Industry Financial Services
Experience
Skylight Financial Group   May 2014 - Present

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Strategic Financial..., Outlook, Insurance, Strategic Planning, Microsoft Word, English, Corporate Finance, Negotiation, Equities

Education
The Ohio State University   2010 — 2014
Bachelor of Science (B.S.), Finance and Financial Management Services

Patrick Flinn Patrick Flinn Columbus, Ohio Details
Patrick Flinn's Skylight Financial Group Experience January 2014 - November 2014
Job Realtor at Re/Max Connection Realtors
Industry Real Estate
Experience
Re/Max Connection Realtors  November 2014 - Present
Skylight Financial Group   January 2014 - November 2014

Skills
Real Estate Investment..., Real Estate License, Real Estate, Real Estate Transactions, Rental Homes, Multiple Listing Service, First Time Home Buyers, Residential Investment..., Residential Homes, Investment Properties, Listing Homes, Move Up Buyers, Credit

Education
The Ohio State University   2003 — 2008
Bachelor of Science (BS), Finance and Financial Management Services

Hondros College   2011 — 2011
Certificate, Real Estate

Howard Klebanow, CLTC Howard Klebanow, CLTC Cleveland/Akron, Ohio Area Details
Howard Klebanow, CLTC's Skylight Financial Group Experience January 2008 - August 2015
Job President, Advanced Brokerage Solutions
Industry Financial Services
Experience
Advanced Brokerage Solutions   2003 - Present
Skylight Financial Group   January 2008 - August 2015
Skylight Financial Group   2003 - August 2015
Clark Consulting  October 2000 - December 2002
Cigna  June 1996 - October 1999
The Paul Revere Life Insurance Company  1984 - 1995
Provident Life and Accident  March 1981 - June 1984

Skills
CLTC, Fixed Annuities, Retirement Planning, Retirement, Sales, Estate Planning, Investments, Customer Service, Insurance, Life Insurance, Disability Insurance, Strategic Planning, Long-term Care, Team Building, Management, Employee Benefits, Sales Management, Term Life Insurance

Education
Haslam College of Business at the University of Tennessee   1976 — 1980
BS in Business Administration, Major in Insurance

William Crozier William Crozier Cleveland/Akron, Ohio Area Details
William Crozier's Skylight Financial Group Experience March 2011 - Present
Job Financial Planner
Industry Financial Services
Experience
Skylight Financial Group   March 2011 - Present
MetLife  December 2003 - March 2011
Royalton Financial Group   June 1990 - December 2003

Skills
Employee Benefits, Planning, Retirement, Financial Planning, Insurance, Investments, Estate Planning, Portfolio Management, IRA's, Long Term Care, Strategic Planning, IRAs, Strategic Financial..., Long-term Care, Project Planning

Education
Baldwin-Wallace College   1985 — 1989
Bachelor of Science, Finance

Cuyahoga Heights High School   1980 — 1984

Kathryn Bryan, Ph.D Kathryn Bryan, Ph.D Chagrin Falls, Ohio Details
Kathryn Bryan, Ph.D's Skylight Financial Group Experience August 2011 - Present
Job Financial Planner at Skylight Financial Group
Industry Research
Experience
Skylight Financial Group   August 2011 - Present
Cleveland Clinic  2005 - 2010

Education
Kent State University   2002 — 2006
PhD, Neuroscience and psychology

Baldwin Wallace University   1996 — 2000
B.S., Psychlogy

Case Western Reserve University

Sara Canterbury Sara Canterbury Columbus, Ohio Area Details
Sara Canterbury's Skylight Financial Group Experience May 2009 - Present
Job Financial Advisor at Skylight Financial Group
Industry Insurance
Experience
Skylight Financial Group   May 2009 - Present
Simple Indulgences   January 2004 - October 2008
The Great Indoors  October 2001 - December 2003

Education
Miami University   1996 — 2000
BFA in Interior Design, Interior Design/Marketing

Dan Sanson Dan Sanson Cleveland/Akron, Ohio Area Details
Dan Sanson's Skylight Financial Group Experience 2009 - 2010
Job
Industry Financial Services
Experience
The Sanson Company  April 2012 - Present
Sansonian Financial LLC   2010 - 2012
Skylight Financial Group   2009 - 2010
KeyBank  2008 - 2009

Education
Chagrin Falls High School

University of North Carolina at Chapel Hill
BA

Rossya Klebanow Rossya Klebanow Cleveland/Akron, Ohio Area Details
Rossya Klebanow's Skylight Financial Group Experience January 2004 - April 2006
Job President
Industry Insurance
Experience
Klebanow Business Consultants   November 2012 - Present
Crump Insurance  January 2010 - November 2012
Life Settlement Insights  May 2006 - December 2009
Skylight Financial Group   January 2004 - April 2006
Cargill  September 1981 - October 1986

Education
Indiana University - Kelley School of Business
BS, Business-Marketing

Seku Shabazz Seku Shabazz Cleveland, Ohio Details
Seku Shabazz's Skylight Financial Group Experience June 2013 - June 2015
Job Financial Advisor at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  August 2015 - Present
Skylight Financial Group   June 2013 - June 2015
Farmers Insurance  June 2011 - May 2013

Education
Hiram College   1995 — 2000
Biology, Chemistry and Philosophy Minor

Kelcey D. Lehrich Kelcey D. Lehrich Cleveland, Ohio Details
Kelcey D. Lehrich's Skylight Financial Group Experience April 2008 - May 2009
Job CoFounder & Chief Revenue Officer
Industry Financial Services
Experience
Lake Erie Partners   January 2015 - Present
eCollect, LLC   April 2012 - Present
Dish Disposal   December 2014 - Present
AmSpirit Cleveland   October 2009 - Present
Cordeva   September 2010 - November 2013
FranchiseINC!   June 2009 - December 2011
Skylight Financial Group   April 2008 - May 2009

Skills
Business Acquisition, Mergers, Divestitures, Franchising, Licensing, Valuation, Strategic Planning, Business Strategy, Management Consulting, Entrepreneurship, Turn Arounds, Creative Financing, Equity Funding, Venture Capital, Joint Ventures, Private Equity, Business Networking

Education
Cleveland State University   2007 — 2008
BBA, Business with a concentration in Finance

Lakeland Community College   2006 — 2007
Associate of Arts, General Studies and Business

Bob Jones University   2004 — 2005
Film and Video Production, Business

Ryan Rose Ryan Rose Cleveland/Akron, Ohio Area Details
Ryan Rose's Skylight Financial Group Experience September 2011 - January 2015
Job CEO & President at Romeo's Pizza Franchise Corp.
Industry Restaurants
Experience
Romeo's Pizza Franchise Corp.   January 2015 - Present
Skylight Financial Group   September 2011 - January 2015
Skylight Financial Group   September 2008 - January 2015
DS Benefits Group  October 2007 - January 2015
Western Reserve Bank  July 2004 - April 2007
JPMorgan Chase  January 2002 - July 2004

Skills
Series 7, Series 6, Life & Health Insurance..., Series 63

Education
The American College   2009 — 2011
CLU®, Insurance Planning

The American College   2009 — 2011
ChFC®, Financial Plannning

Ohio University   1999 — 2001
Masters in Financial Economics, Financial Economics

Ohio University   1995 — 1999
BBA, Finance and Economics

Jake Kinsey Jake Kinsey Columbus, Ohio Details
Jake Kinsey's Skylight Financial Group Experience May 2014 - August 2014
Job Mortgage Banking Underwriter at Chase
Industry Financial Services
Experience
JPMorgan Chase & Co.   September 2015 - Present
Bowling Green State University  September 2014 - May 2015
Skylight Financial Group   May 2014 - August 2014
Reebok  May 2014 - August 2014
Bowling Green State University  April 2012 - August 2014

Skills
Data Analysis, PowerPoint, Microsoft Office, Time Management, Microsoft Word, Ohio Life and Health..., Statistics, Access, Microsoft Excel, Research, Public Speaking, Leadership, Event Planning, Finance, Financial Analysis, Financial Planning, Information Technology

Education
Bowling Green State University   2011 — 2015

Ty Lucas Ty Lucas Dayton, Ohio Details
Ty Lucas's Skylight Financial Group Experience August 2010 - April 2013
Job Account Manager at Terminal Supply Company
Industry Electrical/Electronic Manufacturing
Experience
Terminal Supply Company  April 2013 - Present
Skylight Financial Group   August 2010 - April 2013
The Medallion Club  September 2007 - August 2010

Skills
Retirement Planning, Retirement, Strategic Financial..., Fixed Annuities, Investments, Estate Planning, Mutual Funds, Securities, IRAs, Portfolio Management, Financial Advisory, Relationship Building, Sales & Marketing, Client Presentation, Sales Cycle Process, Solution Selling, Written & Oral..., Contract Negotiation, Product Knowledge, Life & Health Licenses, Property & Casualty..., Series 6, Sales, Financial Analysis, Investment Advisory, Financial Planners, Series 7, Financial Planning

Education
Otterbein College   2003 — 2007
Bachelor of Science (BS), Sport Management/Business

Angela Leister, MBA Angela Leister, MBA Columbus, Ohio Area Details
Angela Leister, MBA's Skylight Financial Group Experience December 2011 - August 2013
Job Senior Compliance Officer JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co.   January 2015 - Present
JPMorgan Chase & Co.   October 2013 - January 2015
Skylight Financial Group   December 2011 - August 2013
Penn Mutual  November 2010 - November 2011
Fifth Third Bank  March 2007 - October 2010
Sterling Jewelers  January 2004 - March 2007
Dunkin's Diamonds  August 1999 - January 2004

Skills
Retirement Planning, Strategic Financial..., Insurance, Fixed Annuities, Investments, Mutual Funds, Estate Planning, Financial Analysis, Customer Service, Sales Management, Employee Benefits, Retirement, Microsoft Excel, Strategic Planning, Asset Managment, Marketing, Disability Insurance, Microsoft Office, Risk Management, Sales, Life Insurance, Mortgage Lending, Credit, Financial Services

Education
The Ohio State University   2008 — 2013
Bachelor of Science (BS), Economics

University of Phoenix   2002 — 2004
MBA, Accounting

Ohio University   1998 — 2002
BA, Spanish

University of North Carolina at Wilmington   1996 — 1998
Marine Biology

Marietta High School   1992 — 1996

Bailey Conner Bailey Conner Columbus, Ohio Area Details
Bailey Conner's Skylight Financial Group Experience May 2013 - Present
Job Executive Assistant
Industry Financial Services
Experience
Skylight Financial Group   May 2013 - Present
Charming Charlie  May 2012 - April 2013
The Black Swamp Pub   January 2011 - May 2012
The Buckle  May 2011 - August 2011
Pei Wei  May 2007 - August 2010
The Cake Sudio   2009 - 2009
Hollister Co  May 2008 - October 2008

Skills
Microsoft Office, PowerPoint, Strong communication..., Easily Adaptable, Motivated self-starter, Customer Service, Microsoft Word, Sales, Visual Merchandising, Communication, Fashion, Microsoft Excel

Education
Bowling Green State University   2009 — 2011

Bowling Green State University

Bowling Green State University

Olentangy Liberty High School3584 Home

Mitchell Green Mitchell Green Canton, Ohio Area Details
Mitchell Green's Skylight Financial Group Experience May 2014 - June 2015
Job Field Management Consultant
Industry Financial Services
Experience
Western & Southern Financial Group  July 2015 - Present
Skylight Financial Group   May 2014 - June 2015
Allstate Financial  June 2008 - April 2014
Prudential Financial  January 2006 - June 2008
MassMutual Financial Group  January 1995 - January 2006
Winterhurst Bantams and Cleveland Renegades Midgets   1995 - 2006
Niagara Falls HS Varsity Hockey Team   August 1993 - April 1995
Niagara Falls HS Jr Varsity Hockey Team   August 1992 - April 1993
Niagara Falls Cataracts, Jr"B"   August 1987 - June 1992

Skills
Sports Coaching, LUTCF, CLTC, Sales, Ice Hockey

Education
Cornell University   1983 — 1987
Bachelor's, Business, Dean list

Canisius High School   1983 — 1987
Diploma, General, 94 GPA

USA Hockey   1987 — 1995
Masters Level Coach

Andy Bean Andy Bean Columbus, Ohio Details
Andy Bean's Skylight Financial Group Experience May 2014 - July 2014
Job Protective Life
Industry Financial Services
Experience
Protective Life  August 2014 - Present
Skylight Financial Group   May 2014 - July 2014

Skills
Microsoft Office, Customer Service, Event Planning, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Time Management, Leadership, Research, Public Speaking, Data Analysis

Education
Ohio University   2010 — 2014
Bachelor of Business Administration (BBA), Finance, General

Jamie Rieger Jamie Rieger Columbus, Ohio Area Details
Jamie Rieger's Skylight Financial Group Experience May 2015 - Present
Job
Industry Financial Services
Experience
Skylight Financial Group   May 2015 - Present

Education
The Ohio State University   2012 — 2015
Bachelor of Arts and Science, Speech and Hearing Science

The University of Findlay   2011 — 2012

Eric Noel Eric Noel Columbus, Ohio Details
Eric Noel's Skylight Financial Group Experience August 2010 - December 2012
Job Project Manager at Dhospitality
Industry Construction
Experience
Dhospitality   September 2015 - Present
MOD Construction   January 2013 - April 2015
Skylight Financial Group   August 2010 - December 2012
Columbus Financial Group  November 2008 - July 2010
CEI Financial Planning   September 2007 - August 2008
Northwestern Mutual  December 2005 - April 2006

Skills
Construction, Project Management, Asset Management, Management, Staff Development, Budgets, Scopes Of Work, Team Building, Retirement Planning, Retirement, Financial Planning, Series 7, Strategic Financial..., Long-term Care, Estate Planning, Investments, Insurance, Long Term Care

Education
The Ohio State University   2002 — 2007
Bachelor of Science

The Ohio State University
Bachelor of Science (B.S.)

Michael Sacher Michael Sacher Cincinnati, Ohio Details
Michael Sacher's Skylight Financial Group Experience February 2009 - August 2013
Job President/General Manager at MassMutual Ohio 020
Industry Financial Services
Experience
MassMutual and The Innova Financial Group   September 2013 - Present
Skylight Financial Group   February 2009 - August 2013
National Planning Corporation  2006 - January 2009
Capital Planners  August 1998 - June 2006

Education
The Ohio State University Fisher College of Business   1995 — 1998
B.A., Finance, Marketing

Randy Hester Randy Hester Cleveland/Akron, Ohio Area Details
Randy Hester's Skylight Financial Group Experience November 2014 - Present
Job Skylight Financial Group
Industry Financial Services
Experience
Skylight Financial Group   November 2014 - Present
World Brokerage Group   January 2012 - Present
AXA  December 1999 - November 2009

Skills
Life Insurance, Disability Insurance, Employee Benefits, Insurance, Health Insurance, Retirement, Fixed Annuities, Long Term Care Insurance, Term Life Insurance, Long-term Care, New Business Development, Strategic Planning, Estate Planning

Education
Northern Illinois University - College of Business   1983 — 1985
Bachelor of Applied Science (BASc), Finance, General, 3.2

Arizona State University   1981 — 1983
Business Administration

James Jump James Jump Westlake, Ohio Details
James Jump's Skylight Financial Group Experience May 2011 - June 2015
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors  June 2015 - Present
Skylight Financial Group   May 2011 - June 2015
MetLife Investors  May 2006 - May 2011

Skills
Strategic Financial..., Retirement, Disability Insurance, Insurance, Securities, Financial Services, Employee Benefits, Long Term Care Insurance, Investments, Series 7, Retirement Planning, Asset Management, Investment Strategies, Wealth Management, Strategic Planning, 401k, Long-term Care, Series 6, Financial Modeling, Life Insurance, IRAs, Finance, Estate Planning, Mutual Funds, Fixed Annuities, Financial Analysis

Education
Ashland University   2001 — 2005
Bachelor's degree, Finance, Marketing

Midview High School   1997 — 2001

Mac Anderson Mac Anderson Cleveland/Akron, Ohio Area Details
Mac Anderson's Skylight Financial Group Experience March 2015 - Present
Job Skylight Financial Group
Industry Financial Services
Experience
Skylight Financial Group   March 2015 - Present
North Union Farmers Market   April 2007 - January 2015
Jones Day  December 2011 - August 2014

Skills
Microsoft Word, Accounts Payable, Microsoft Excel, Microsoft Office, Organization, Financial Reporting, Elite, Corporate Communications, Project Management, Management, Business Efficiency, Entrepreneurship, Great communications..., Accounting, Corporate Finance, Analysis, Tax, Auditing, Due Diligence, Customer Service, PowerPoint, Public Speaking, Communication, Leadership, Time Management, Social Media

Education
Miami University   2010 — 2014
Bachelor's degree, Economics

Ryan Flynn Ryan Flynn Columbus, Ohio Details
Ryan Flynn's Skylight Financial Group Experience April 2012 - Present
Job Financial Planner at Skylight Financial Group
Industry Financial Services
Experience
American Red Cross  April 2014 - Present
Community Computer Alliance   April 2012 - Present
Skylight Financial Group   April 2012 - Present
US Army  September 2006 - September 2013
Employment for Seniors   April 2012 - April 2013
The Ohio State University  September 2006 - June 2011
Ohio State  2006 - 2011
The Step2 Company  December 2006 - January 2007
LNE Group  June 2006 - September 2006
Dick's Sporting Goods  November 2005 - January 2006

Education
The Ohio State University - The Max M. Fisher College of Business   2005 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Risk Managment, and Insurance

Ohio University   2005 — 2006
Bachelor of Business Administration (B.B.A.), Finance

Erin Palmisano Erin Palmisano Seattle, Washington Details
Erin Palmisano's Skylight Financial Group Experience June 2012 - August 2012
Job Project Officer at Institute for Health Metrics and Evaluation
Industry Research
Experience
Institute for Health Metrics and Evaluation  June 2014 - Present
Institute for Health Metrics and Evaluation  August 2012 - June 2014
Skylight Financial Group   June 2012 - August 2012
Sugati Publications  January 2012 - June 2012
Miami University  May 2011 - August 2011

Skills
Data Analysis, Stata, Quantitative Research, Spanish, Survey Design, Global Health

Education
Miami University   2008 — 2012
Bachelor's degree, Economics

Hawken School   2005 — 2008

Nathan Wilmot CFP, ChFC, CLU Nathan Wilmot CFP, ChFC, CLU Cleveland/Akron, Ohio Area Details
Nathan Wilmot CFP, ChFC, CLU's Skylight Financial Group Experience October 2012 - Present
Job Financial Planner at Skylight Financial Group
Industry Financial Services
Experience
Skylight Financial Group   October 2012 - Present
MetLife  November 2004 - September 2012

Skills
Certified Financial..., Investments, Retirement Planning, Insurance, Disability Insurance, Strategic Financial...

Education
Marietta College   2000 — 2004
Bachelor's degree, Management and Economics

Avon Lake High School   1996 — 2000

Jordan Resnick Jordan Resnick Cleveland, Ohio Details
Jordan Resnick's Skylight Financial Group Experience May 2014 - January 2015
Job Financial Services/Planning Intern
Industry Investment Management
Experience
Corky and Lenny's Deli   January 2009 - Present
Skylight Financial Group   May 2014 - January 2015
medWish International  June 2011 - August 2012
Corky and Lenny's Deli   January 2007 - January 2009

Skills
PowerPoint, Finance, Teamwork, Corporate Finance, Personal Finance, Microsoft Excel, Microsoft Office, Microsoft Word, Accounting, Equities, Customer Service, Social Media, Time Management, Marketing, Sales

Education
The Ohio State University - The Max M. Fisher College of Business   2011 — 2015
Bachelor's degree, Finance (Corporate and Investment), Senior

Orange High School   2007 — 2011

Charlie Hess Charlie Hess Columbus, Ohio Details
Charlie Hess's Skylight Financial Group Experience June 2015 - Present
Job Financial Planner at Skylight Financial Group
Industry Accounting
Experience
Skylight Financial Group   June 2015 - Present
Morgan Stanley  March 2014 - December 2014
VeriPulse LLC   September 2012 - January 2013
Student painters  November 2011 - October 2012

Skills
Leadership, Microsoft Office, Customer Satisfaction, Time Management, Customer Service, Sales, Management, Team Building, Marketing, Sales Process, Cold Calling, Leadership Development, Employee Management, Inventory Management

Education
The Ohio State University Fisher College of Business   2011 — 2015
B.S.B.A, Accounting

Columbus Academy

Columbus Academy

Upper Arlington High School

Morgan Shepard Morgan Shepard Cleveland/Akron, Ohio Area Details
Morgan Shepard's Skylight Financial Group Experience 2014 - Present
Job Skylight Financial Group
Industry Financial Services
Experience
Skylight Financial Group   2014 - Present
Dubyak Connick Sammon Thompson & Bloom   January 2012 - March 2014
The Collection Auto Group  January 2010 - March 2011
Sales Associate  January 2009 - January 2010
Receptionist  February 2008 - January 2009
Sales Associate  March 2007 - January 2008

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets

Education
John Carroll University   2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government

Gilmour Academy   2006 — 2010
High School Diploma

Kevin Bader Kevin Bader Cleveland, Ohio Details
Kevin Bader's Skylight Financial Group Experience September 2009 - February 2011
Job
Industry Venture Capital & Private Equity
Experience
HTV Industries   January 2015 - Present
MelCap Partners, LLC  June 2011 - December 2014
Skylight Financial Group   September 2009 - February 2011
Pricewaterhousecoopers  January 2007 - August 2009
Marriott Hotels  January 2003 - September 2004

Skills
Sales, Finance, Strategic Planning, Business Strategy, Budgets, Investment Banking, Forecasting, Investments, Small Business, Process Improvement, Project Management, Financial Accounting, Due Diligence, Early Stage Companies, Nonprofits

Education
The Ohio State University - The Max M. Fisher College of Business   2002 — 2006
BSBA, Honors Accounting

Archbishop Hoban Highschool   1998 — 2002

Greg A. Anderson Greg A. Anderson Columbus, Ohio Area Details
Greg A. Anderson's Skylight Financial Group Experience May 2009 - Present
Job Greg A. Anderson LUTCF, CLTC at Skylight Financial Group
Industry Financial Services
Experience
Skylight Financial Group   May 2009 - Present
The Guardian Life Insurance Company of America  September 2006 - May 2009

Skills
Disability Insurance, Insurance, Long-term Care, Long Term Care Insurance

Education
The American College

Jeremy Schlueter Jeremy Schlueter North Royalton, Ohio Details
Jeremy Schlueter's Skylight Financial Group Experience April 2009 - April 2010
Job Agent at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance  July 2010 - Present
Sandler Training  2013 - 2013
skylight financial group   April 2009 - April 2010
Smith Barney  March 2008 - April 2009
Bank of America  September 2001 - February 2008

Skills
Insurance, Life Insurance, Term Life Insurance, Property & Casualty..., Commercial Insurance, Customer Service, Casualty, Whole Life, Account Management, Homeowners, Health Insurance, General Insurance, Umbrella Insurance, Sales

Education
Bowling Green State University   1995 — 2001
Bachelor of Applied Science (BASc), communication

Laura Ryder Laura Ryder Cleveland/Akron, Ohio Area Details
Laura Ryder's Skylight Financial Group Experience August 2013 - Present
Job Administrative Assistant at Skylight Financial Group
Industry Consumer Services
Experience
Skylight Financial Group   August 2013 - Present
Key Bank  January 1995 - September 1998
KeyBank  April 1991 - January 1995

Skills
Event Planning

Education
Cuyahoga Community College   1989 — 1993

Jennifer Radin Jennifer Radin Cleveland/Akron, Ohio Area Details
Jennifer Radin's Skylight Financial Group Experience January 2005 - Present
Job Director of Operations
Industry Financial Services
Experience
Skylight Financial Group   January 2005 - Present

Education
Cleveland State University   1996 — 1999

Hathaway Brown School   1987 — 1995

Jeffrey Truelson Jeffrey Truelson Cleveland/Akron, Ohio Area Details
Jeffrey Truelson's Skylight Financial Group Experience August 2011 - Present
Job Account Manager at Business Private Client Group at Skylight Financial
Industry Financial Services
Experience
Business Private Client Group at Skylight Financial   January 2013 - Present
Skylight Financial Group   August 2011 - Present
Fess & Co.   June 2010 - July 2011
US Bank  August 2008 - June 2010
Dollar Bank  December 2006 - August 2008

Skills
Retirement, Insurance, Financial Planning, Budgeting, Investments

Education
Mount Union College   2001 — 2005
Bachelor of Arts, International Business and Economics

Copenhagen Business School   2004 — 2004
Certificate, International Relations

Université de Pau et des Pays de l'Adour   2003 — 2003
Certificate, French Studies

Laura Sternheimer Laura Sternheimer Cleveland/Akron, Ohio Area Details
Laura Sternheimer's Skylight Financial Group Experience 2000 - 2006
Job at Cirrus Wealth Management
Industry Financial Services
Experience
Cirrus Wealth Management   December 2014 - Present
Rehmann  January 2010 - December 2014
Dawson Wealth Management   February 2006 - April 2010
Skylight Financial Group   2000 - 2006
MidWest Annuity   1996 - 2000
McDonald and Company   1994 - 1996

Skills
Strategic Financial..., Estate Planning, Investments, Securities

Education
Cleveland State University   1995 — 2000
MBA

Ohio University   1990 — 1994
BBA, Finance

Robert Bud Cygan Robert Bud Cygan Cleveland/Akron, Ohio Area Details
Robert Bud Cygan's Skylight Financial Group Experience 2007 - Present
Job Financial Advisor at CFS Integrated Financial Services
Industry Financial Services
Experience
CFS Integrated Financial Services   January 2011 - Present
Skylight Financial Group   2007 - Present
Free and accepted Masons of ohio   2000 - 2011
Free and accepted Masons of ohio   2000 - 2011
Free and accepted Masons of ohio   2000 - 2011
Prudential Financial  September 1991 - January 2007

Skills
Securities, Insurance, Investment Advisory, Estate Planning, Strategic Financial..., Retirement, Investments, Asset Management, Retirement Planning, Long-term Care, Term Life Insurance, Long Term Care Insurance, Financial Planning, Long Term Care, Asset Managment

Education
Lorain County Community College   1976 — 1980
A.B., Business Administration & Accounting

James Vaas James Vaas Columbus, Ohio Area Details
James Vaas's Skylight Financial Group Experience January 2012 - Present
Job Financial Planner at Skylight Financial Group
Industry Financial Services
Experience
Skylight Financial Group   January 2012 - Present
Southwestern College  March 2010 - January 2012

Skills
Higher Education, Staff Development, Policy, Teaching, Strategic Planning, Teachers, Team Building

Education
Central Michigan University   1984 — 1988
MSA, Business Administration and Management, General

Bowling Green State University   1967 — 1971
Bachelor of Science (BS), Marketing

Robert J Casper Robert J Casper Columbus, Ohio Area Details
Robert J Casper's Skylight Financial Group Experience September 2011 - June 2013
Job Fixed Asset Bookkeeper at McDonald's Corporation
Industry Financial Services
Experience
McDonald's Corporation  July 2014 - Present
McDonald's Corporation  April 2014 - July 2014
Bubba J Dubbs LLC   June 2013 - April 2014
Skylight Financial Group   September 2011 - June 2013
The Ohio State University  April 2006 - August 2011
Merrill Lynch  March 2009 - September 2009
Dick's Sporting Goods  December 2005 - April 2006
Subway  October 2002 - November 2005

Skills
Personal Financial..., Investments, Retirement Planning, 401k Rollovers, College Education..., Small Business..., Estate Planning, Wealth Management, Financial Analysis, Licensed Life & Health..., Permanent Life Insurance, Disability Benefits, Long Term Care Insurance, Leadership, Microsoft Excel, Analysis, Fixed Annuities, Insurance, Economics, Accounting, Financial Reporting, Financial Accounting, Auditing, Forecasting, Data Analysis

Education
Columbus State Community College   2013 — 2014
Accounting Certificate for CPA, Accounting

The Ohio State University   2004 — 2010
Bachelor of Arts, Economics

Saint Ignatius High School   2000 — 2004
Degree

Dana Camino Dana Camino Brecksville, Ohio Details
Dana Camino's Skylight Financial Group Experience August 2010 - Present
Job Office Manager at Skylight Financial Group
Industry Financial Services
Experience
Skylight Financial Group   August 2010 - Present
Church of the Assumption of the BVM   March 2007 - August 2010
ICI Paints  1992 - 2001

Skills
Customer Service, Investments, Retirement Planning, Outlook, Securities

Education
Bowling Green State University   1988 — 1992
BSBA, Procurement and Materials Management

Kathleen Lavelle Kathleen Lavelle Cleveland/Akron, Ohio Area Details
Kathleen Lavelle's Skylight Financial Group Experience April 2015 - Present
Job Marketing Coordinator at Skylight Financial Group
Industry Accounting
Experience
Skylight Financial Group   April 2015 - Present
Skylight Financial Group   August 2011 - April 2015
Sherwin Williams  March 2011 - July 2011
Sherwin Williams  May 2009 - March 2011
General Bar   October 2005 - August 2007
Lukanc, CPA   May 2007 - May 2007

Skills
Accounting, Financial Analysis, Microsoft Office, Access, Budgets, PowerPoint, Data Analysis, Accounts Payable, Financial Reporting, Accounts Receivable, Payroll, Financial Accounting, Microsoft Excel, Journal Entries, Finance

Education
Cleveland State University   2010 — 2011
Bachelor of Business Administration, Accounting

John Carroll University   2007 — 2009

Magnificat HS   2003 — 2007

Erin Stidham Erin Stidham Cleveland/Akron, Ohio Area Details
Erin Stidham's Skylight Financial Group Experience October 2002 - Present
Job Director, Advanced Sales & Education at Skylight Financial Group
Industry Financial Services
Experience
Skylight Financial Group   October 2002 - Present
ThinkSpark  1999 - 2002

Education
Cleveland State University   1996 — 1998

Lakewood High School   1993 — 1996

Ed Byers Ed Byers Tallmadge, Ohio Details
Ed Byers's Skylight Financial Group Experience September 2013 - December 2014
Job Property/Casualty/Commercial Insurance
Industry Insurance
Experience
Robert M Nickoson Financial Group   January 2015 - Present
Skylight Financial Group   September 2013 - December 2014
New England Financial  June 1994 - August 2013

Skills
Financial Planning

Education
Hondros College   2015 — 2015
Property & Casualty Insurance

Southern Ohio College-Northeast   1989 — 1991
Associate of Applied Business, Computer Science