The Garlikov Companies

Description

Address: 41 S High St # 3400, Columbus, OH 43215 Phone: (614) 221-0900: : : Place name: : : Hours: Category: : Website: Website: http://www.garlikovcompanies.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Garlikov & Associates Inc Posting publicly on the Web Write a review Reviews Be the first to review

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The Garlikov Companies Employees

Employee
Years
Job
Industry
STEVE ORBAN STEVE ORBAN Columbus, Ohio Area Details
STEVE ORBAN's The Garlikov Companies Experience April 2013 - Present
Job Insurance Administrator
Industry Insurance
Experience
The Garlikov Companies   April 2013 - Present
Bill Stevenson State Farm Insurance   April 2010 - April 2013

Skills
General Insurance, Disability Insurance, Underwriting, Liability, Claim, Casualty, Workers Compensation, Umbrella Insurance, Fixed Annuities

Education
Denison University
Bachelor's degree, MATHEMATICS AND ECONOMICS

Tedra Pine Tedra Pine Columbus, Ohio Details
Tedra Pine's The Garlikov Companies Experience January 2006 - May 2013
Job Office Manager/Registered Service Assistant, Ferris Financial, LLC
Industry Financial Services
Experience
Ferris Financial, LLC   October 2013 - Present
THE GARLIKOV COMPANIES   January 2006 - May 2013
THE GARLIKOV COMPANIES   April 2002 - December 2005
Pivot/Subsidiary of Wells Fargo Bank   September 1999 - April 2002
Ohio Department of Development, Office of Strategic Research   June 1998 - June 1999

Skills
Financial Analysis, Investments, Financial Modeling, FINRA Series 7 and..., Ohio Accident Health,..., Insurance, Finance, Financial Reporting, Strategy, Customer Service

Education
The Ohio State University   1994 — 1999
Bachelor of Arts (B.A.), Economics

Sheng-De Jeff Liu, CFA® Sheng-De Jeff Liu, CFA® Columbus, Ohio Details
Sheng-De Jeff Liu, CFA®'s The Garlikov Companies Experience April 2006 - January 2008
Job Director, Portfolio Managment at Hamilton Capital Management
Industry Investment Management
Experience
Hamilton Capital Management  June 2012 - Present
Meeder Financial  February 2008 - June 2012
The Garlikov Companies   April 2006 - January 2008
Merrill Lynch  June 2002 - April 2006
Prudential Financial  November 1995 - June 2002
Prudential Securities/Wachovia Securities  1996 - 2002
Guangzhou International Trust & Investment Corp. (GUITIC)   1989 - 1992

Skills
Asset Management, Investments, Portfolio Management, Investment Management, Mutual Funds, Equities, Asset Allocation, Wealth Management, Retirement Planning, Management, Alternative Investments, Investment Strategies

Education
The Ohio State University - The Max M. Fisher College of Business
Master's degree, Business Administration

Ohio University
Master's degree, Economics

Ohio University
Master's degree, International Affairs

Marilou Lamb Marilou Lamb Columbus, Ohio Area Details
Marilou Lamb's The Garlikov Companies Experience 2008 - 2010
Job Executive Assistant Office Manager with Expertise in Office Efficiency | Human Resources || Open to New Opportunities
Industry Executive Office
Experience
Leadership for Executive Assistants & Office Management   2015 - Present
AIA Investment Corporation   2012 - Present
Mid-Ohio Regional Planning Commission  2015 - 2015
Lane Bryant  2015 - 2015
The Scotts Miracle-Gro Company  2012 - 2014
Tower Resource Management  2012 - 2014
Worthington Industries  2011 - 2012
ActionCOACH  2010 - 2011
The Garlikov Companies   2008 - 2010
Exel  2006 - 2007

Skills
Office Management, Executive Support, Project Management, Microsoft Excel, Outlook, PowerPoint, Word, Human Resources, Customer Service, Management, Problem Solving, Proactive self-starter, Marketing, Executive Level..., High Level Of..., Personnel Management, Sales, Onboarding, Accounts Payable, Accounts Receivable, Coaching, Hiring, Flexibility, Travel Management, Forms Development, Business Networking, Relationship Management, Licensed Life & Health..., C-Level Executive..., Leadership

Education
Columbus State Community College
Business Administration and Management, General, 4.0

The Ohio State University
Liberal Arts

Jasmine McCoy Jasmine McCoy Greater Seattle Area Details
Jasmine McCoy's The Garlikov Companies Experience August 2008 - May 2009
Job Business Analyst at TMobile
Industry Financial Services
Experience
T-Mobile  March 2014 - Present
T-Mobile  August 2012 - February 2014
T-Mobile  June 2011 - August 2012
The Garlikov Companies   August 2008 - May 2009
CIMB Investment Bank   May 2007 - August 2007
CIMB Investment Bank   May 2006 - August 2006
CIMB Investment Bank   May 2005 - August 2005

Skills
Financial Analysis, Financial Modeling, Corporate Finance, Economics, Data Analysis, Market Research, Access, Microsoft Excel, Leadership, PowerPoint, Business Analysis

Education
Denison University   2004 — 2008
BA, Economics, Cum Laude

S. Jason Fraley S. Jason Fraley Columbus, Ohio Area Details
S. Jason Fraley's The Garlikov Companies Experience February 2008 - October 2010
Job SVP: Enterprise Compliance Risk Director + Privacy Officer at The Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank  February 2014 - Present
Huntington National Bank  October 2010 - February 2014
The Garlikov Companies   February 2008 - October 2010
Independent Investment Advisors, Inc.   June 2004 - February 2008

Skills
Risk Management, Risk Assessment, Banking, Enterprise Risk..., Privacy Law, Loans, HIPAA, Regulations, Information Security, Information Security..., Insurance, Finance, Compliance, Data Privacy, GLBA, FCRA, Compliance Testing, TCPA, Privacy Compliance, Compliance Regulations, Third Party Vendor..., FAIR, Compliance Program..., Compliance Procedures, Vendor Management, Volcker Rule, Due Diligence, Financial Risk, Management, Financial Services

Education
Marshall University   2004 — 2007
M.B.A.

Concord University   2000 — 2004
B.S.

Concord University   2000 — 2004
B.A.

Devan Peters Devan Peters Columbus, Ohio Area Details
Devan Peters's The Garlikov Companies Experience January 2007 - October 2010
Job Internal Client Advisor at J.P. Morgan Asset Management
Industry Wholesale
Experience
J.P. Morgan   July 2012 - Present
J.P. Morgan   October 2010 - June 2012
The Garlikov Companies   January 2007 - October 2010

Skills
Mutual Funds, Investments, Financial Services, Equities, Investment Management, Asset Allocation, Portfolio Management, Financial Markets, FINRA, Sales, Asset Management, Series 7, Series 63, Wealth Management, Securities, Fixed Income, Retirement Planning

Education
The Ohio State University   2003 — 2007
Bachelor of Science (B.S.), Finance

University of Mount Union   2002 — 2003
Finance

Kim Pennington Kim Pennington Pataskala, Ohio Details
Kim Pennington's The Garlikov Companies Experience May 2006 - November 2006
Job Administrative Assistant, Administration
Industry Executive Office
Experience
Nationwide Childrens Hospital  February 2013 - Present
Southwest Licking Local School District   January 2009 - February 2013
Kimberly M. Pennington   June 2009 - July 2010
Nationwide Childrens Hospital  November 2006 - December 2007
The Garlikov Companies   May 2006 - November 2006
The Pizzuti Companies  2003 - 2004
The Pizzuti Companies  1998 - 1999
Deloitte & Touche LLP  1996 - 1998
Deloitte Consulting  1993 - 1996

Skills
Windows 7, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Publisher, SharePoint, Epic

Education
Otterbein University   1989 — 1989
None, Accounting

The Ohio State University   1987 — 1989
None, Accounting

Paul Samuels Paul Samuels Tampa/St. Petersburg, Florida Area Details
Paul Samuels's The Garlikov Companies Experience July 1988 - June 1991
Job Director Advanced Strategies at RiverSource Life Insurance
Industry Financial Services
Experience
RiverSource Life Insurance   2009 - Present
Pacific Life  August 2003 - April 2009
Western Reserve Life  January 1991 - July 2003
Prudential Insurance Company  July 1998 - August 2000
The Garlikov Companies   July 1988 - June 1991
CCI Financial Group   June 1983 - May 1988
Independent  August 1980 - June 1983
National Bank of Maryland   September 1977 - July 1980

Skills
Estate Planning, Fixed Annuities, Investments, Insurance, Securities, Employee Benefits, Financial Planners, Life Insurance, Financial Advisory, Disability Insurance, IRAs, Succession Planning, 401k, Asset Allocation, Series 63, Series 7, Retirement, Strategic Financial..., Financial Services, Retirement Planning, Wealth Management, Mutual Funds

Education
Georgetown University Law Center   1977 — 1980
LLM, Law

University of Maryland School of Law   1973 — 1976
JD, Law

Paula Steele Paula Steele Columbus, Ohio Details
Paula Steele's The Garlikov Companies Experience April 2006 - October 2006
Job Regulatory Policy Advocate at Ohio Lieutenant Governor's Office
Industry Government Administration
Experience
Ohio Lieutenant Governor's Office   April 2011 - Present
Ohio Auditor of State  January 2006 - April 2011
Ohio Auditor of State  May 2009 - April 2010
The Garlikov Companies   April 2006 - October 2006
Re/Max Achievers  April 2001 - February 2004
BridesRing.com   April 1999 - April 2001
Ohio Department of Development  July 1999 - October 1999

Skills
Financial Reporting, Internal Controls, Project Management, Policy, Auditing

Education
The Ohio State University
BBA, International Business