Skylight Financial Group
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Skylight Financial Group Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Skylight Financial Group 2013 - Present
Education
John Carroll University 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
Walsh Jesuit High School 1999 — 2003
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
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 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
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
Skylight Financial Group July 2006 - Present
Sapphire Technologies June 2002 - July 2006
Education
Syracuse University 1980 — 1984
Bachelors Degree, Marketing/Business Administration
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
Skylight Financial Group January 2005 - Present
Education
Cleveland State University 1996 — 1999
Hathaway Brown School 1987 — 1995
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
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
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
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
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
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
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
Skylight Financial Group October 2002 - Present
ThinkSpark 1999 - 2002
Education
Cleveland State University 1996 — 1998
Lakewood High School 1993 — 1996
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