The Ohio Company
Description
The Ohio Company, formally known as the Ohio Company of Virginia, was a land speculation company organized for the settlement by Virginians of the Ohio Country and to trade with the Native Americans. Founder: Thomas Lee Founded: 1747
The Ohio Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Ohio Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
The Ohio Company Salaries. You can even request information on how much does The Ohio Company pay if you want to. Learn about salaries, pros and cons of working for The Ohio Company directly from the past employees.
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46 The Ohio Company employees in database. Find out everything there's to know about The Ohio Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
The Ohio Company Employees
Employee
Years
Job
Industry
B. K. Kerr B. K. Kerr's The Ohio Company Experience June 1987 - July 1991
Job Financial Advisor
Industry Financial Services
Experience
Independent Contractor April 2013 - Present
Independent Contractor May 1993 - June 2007
The Ohio Company June 1987 - July 1991
Skills
Retirement Planning, Outlook, PowerPoint, Microsoft Office, Mutual Funds, Series 7, Strategic Financial..., Wealth Management, Investments, Retirement, Public Speaking, Asset Allocation, Portfolio Management, Financial Advisory
Education
Franklin University 1975 — 1979
Bachelor of Science, Business Administration
Newark High School 1970 — 1973
Independent Contractor April 2013 - Present
Independent Contractor May 1993 - June 2007
The Ohio Company June 1987 - July 1991
Skills
Retirement Planning, Outlook, PowerPoint, Microsoft Office, Mutual Funds, Series 7, Strategic Financial..., Wealth Management, Investments, Retirement, Public Speaking, Asset Allocation, Portfolio Management, Financial Advisory
Education
Franklin University 1975 — 1979
Bachelor of Science, Business Administration
Newark High School 1970 — 1973
Stephen Scholler Stephen Scholler's The Ohio Company Experience January 1995 - September 1998
Job Financial Advisor, Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2007 - Present
Morgan Stanley September 1998 - May 2007
The Ohio Company January 1995 - September 1998
Skills
Investments, Finance, Asset Allocation, Relationship Management, Insurance, Financial Analysis, Financial Advisory, Investment Strategies, Business Owner Planning, Business Succession..., Multigenerational..., Estate Investment..., Retirement-Plan..., Investment Planning, Management, Succession Planning, Retirement Planning, Wealth, Retirement, Wealth Strategies, Portfolio Strategies
Education
Western Michigan University 1998 — 2001
Master of Business Administration (M.B.A.), Business and Finance
Calvin College 1991 — 1994
Bachelor of Arts (B.A.), Business Administration and Management, General
Wells Fargo Advisors, LLC May 2007 - Present
Morgan Stanley September 1998 - May 2007
The Ohio Company January 1995 - September 1998
Skills
Investments, Finance, Asset Allocation, Relationship Management, Insurance, Financial Analysis, Financial Advisory, Investment Strategies, Business Owner Planning, Business Succession..., Multigenerational..., Estate Investment..., Retirement-Plan..., Investment Planning, Management, Succession Planning, Retirement Planning, Wealth, Retirement, Wealth Strategies, Portfolio Strategies
Education
Western Michigan University 1998 — 2001
Master of Business Administration (M.B.A.), Business and Finance
Calvin College 1991 — 1994
Bachelor of Arts (B.A.), Business Administration and Management, General
Jane Loe Jane Loe's The Ohio Company Experience January 1991 - June 1998
Job Accountant at Laubie, Karling & Assoc LLC
Industry Accounting
Experience
Laubie, Karling & Assoc LLC January 2014 - Present
Peebles-Herzog, Inc. July 1998 - October 2012
St. Stephen the Martyr Church September 2009 - September 2011
Liberty Tax Service January 2003 - April 2004
The Ohio Company January 1991 - June 1998
Trans Union Credit Bureau 1989 - 1991
Skills
Outlook, Payroll, Customer Service, Non-profits, Microsoft Office, Accounting, Bookkeeping, QuickBooks, Marketing, Strategic Planning, Microsoft Excel, Nonprofits, Training, Tax, Office Management, Data Entry
Education
The Ohio State University - The Max M. Fisher College of Business 1992 — 1995
Bachelor of Science, Accounting
Walnut Ridge High School
Laubie, Karling & Assoc LLC January 2014 - Present
Peebles-Herzog, Inc. July 1998 - October 2012
St. Stephen the Martyr Church September 2009 - September 2011
Liberty Tax Service January 2003 - April 2004
The Ohio Company January 1991 - June 1998
Trans Union Credit Bureau 1989 - 1991
Skills
Outlook, Payroll, Customer Service, Non-profits, Microsoft Office, Accounting, Bookkeeping, QuickBooks, Marketing, Strategic Planning, Microsoft Excel, Nonprofits, Training, Tax, Office Management, Data Entry
Education
The Ohio State University - The Max M. Fisher College of Business 1992 — 1995
Bachelor of Science, Accounting
Walnut Ridge High School
Douglas Walouke, CFA Douglas Walouke, CFA's The Ohio Company Experience 1997 - 1999
Job
Industry Investment Management
Experience
Fund Evaluation Group 2012 - Present
University of Cincinnati 2010 - 2012
Ohio Bureau of Workers' Compensation 2006 - 2010
Hilliard Lyons 1999 - 2006
The Ohio Company 1997 - 1999
The Ohio Company 1994 - 1997
The Ohio Company 1992 - 1994
One Banc 1991 - 1992
Skills
Alternative Investments, Fixed Income Portfolio..., Investments operations..., Investments, Business Operations, Asset Allocation, Governance, Due Diligence, Equities, Fixed Income, Investment Banking, Investment Management, Private Equity
Education
University of Cincinnati 1986 — 1990
BBA
Fund Evaluation Group 2012 - Present
University of Cincinnati 2010 - 2012
Ohio Bureau of Workers' Compensation 2006 - 2010
Hilliard Lyons 1999 - 2006
The Ohio Company 1997 - 1999
The Ohio Company 1994 - 1997
The Ohio Company 1992 - 1994
One Banc 1991 - 1992
Skills
Alternative Investments, Fixed Income Portfolio..., Investments operations..., Investments, Business Operations, Asset Allocation, Governance, Due Diligence, Equities, Fixed Income, Investment Banking, Investment Management, Private Equity
Education
University of Cincinnati 1986 — 1990
BBA
Gina Howard's The Ohio Company Experience 1992 - 1998
Job Director of Operations at Libertas Wealth Management Group, Inc.
Industry Financial Services
Experience
Libertas Wealth Management Group, Inc. December 2014 - Present
Libertas Wealth Management Group, Inc. October 2010 - December 2014
Union County Family YMCA August 2006 - June 2008
CheckFree March 1998 - September 2005
The Ohio Company 1992 - 1998
Skills
Problem Solving, Excel, Customer Relations, Business Analysis, Strategic Planning, Troubleshooting, Customer Service, Microsoft Office, Call Centers, Microsoft Excel, Analysis, Leadership, Process Improvement, Program Management, Microsoft Word, Vendor Management
Education
Morehead State University 1988 — 1991
Associate, Social Work
Libertas Wealth Management Group, Inc. December 2014 - Present
Libertas Wealth Management Group, Inc. October 2010 - December 2014
Union County Family YMCA August 2006 - June 2008
CheckFree March 1998 - September 2005
The Ohio Company 1992 - 1998
Skills
Problem Solving, Excel, Customer Relations, Business Analysis, Strategic Planning, Troubleshooting, Customer Service, Microsoft Office, Call Centers, Microsoft Excel, Analysis, Leadership, Process Improvement, Program Management, Microsoft Word, Vendor Management
Education
Morehead State University 1988 — 1991
Associate, Social Work
Barbara Rice Barbara Rice's The Ohio Company Experience 1983 - 1988
Job State Compliance Liaison Keane Consulting and Advisory Services
Industry Management Consulting
Experience
KEANE February 2013 - Present
South Carolina Office of State Treasurer November 1996 - January 2013
Ohio Department of Commerce 1991 - 1995
The Clinton Oil Company 1988 - 1991
The Ohio Company 1983 - 1988
Skills
Customer Service, Microsoft Office, Public Speaking, Training, Escheatment, Government, Project Management, Cross-functional Team..., Program Management, Analysis, Leadership, Policy, Business Process..., Team Leadership, Budgets, Management
Education
Kent State University 1971 — 1975
BS, Education
KEANE February 2013 - Present
South Carolina Office of State Treasurer November 1996 - January 2013
Ohio Department of Commerce 1991 - 1995
The Clinton Oil Company 1988 - 1991
The Ohio Company 1983 - 1988
Skills
Customer Service, Microsoft Office, Public Speaking, Training, Escheatment, Government, Project Management, Cross-functional Team..., Program Management, Analysis, Leadership, Policy, Business Process..., Team Leadership, Budgets, Management
Education
Kent State University 1971 — 1975
BS, Education
Richard Vissar Richard Vissar's The Ohio Company Experience 1981 - 1989
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 1989 - Present
The Ohio Company 1981 - 1989
Education
Oklahoma State University 1968 — 1972
Bachelor of Science (B.S.), Marketing and Economics
Wells Fargo Advisors, LLC 1989 - Present
The Ohio Company 1981 - 1989
Education
Oklahoma State University 1968 — 1972
Bachelor of Science (B.S.), Marketing and Economics
Nikki McNary Nikki McNary's The Ohio Company Experience June 1983 - August 1985
Job Owner, Bare Elegance Waxing Salon & Lingerie Boutique, Marketing Strategy, Social Media, Business Development
Industry Marketing and Advertising
Experience
Bare Elegance Waxing February 2014 - Present
Emerge Marketing LLC July 2010 - March 2015
The Ohio State University January 2009 - July 2010
Investment Analytics, Inc. March 2004 - December 2007
Business Intelligence Associates January 1988 - December 2002
Morgan Stanley August 1985 - December 1987
The Ohio Company June 1983 - August 1985
Strategic Information Services June 1981 - June 1983
Skills
Business Development, Strategic Partnerships, B2B Marketing, Strategy, B2B, Entrepreneurship, Online Advertising, Social Media Strategist, Digital Strategy, Social Media Consulting, Marketing, E-commerce, Market Research, CRM, Digital Marketing, Mobile Marketing, Social Selling, Analytics, Social Media Integration, Business Strategy, B2B Marketing Strategy, Web Marketing, Email Marketing, Marketing Strategy, Management, Blogging, Small Business, LinkedIn, Lead Generation, Content Strategy, Market Analysis, Mergers & Acquisitions, Google Analytics, Management Consulting, Salesforce.com, Social Media Marketing, Social Media, Social Marketing, Budgets, Proposal Writing, SEO, Direct Mail, Online Marketing, Competitive Analysis, Business Intelligence
Education
The Ohio State University
MBA, Business
Miami University
Bachelor of Science, Marketing
Bare Elegance Waxing February 2014 - Present
Emerge Marketing LLC July 2010 - March 2015
The Ohio State University January 2009 - July 2010
Investment Analytics, Inc. March 2004 - December 2007
Business Intelligence Associates January 1988 - December 2002
Morgan Stanley August 1985 - December 1987
The Ohio Company June 1983 - August 1985
Strategic Information Services June 1981 - June 1983
Skills
Business Development, Strategic Partnerships, B2B Marketing, Strategy, B2B, Entrepreneurship, Online Advertising, Social Media Strategist, Digital Strategy, Social Media Consulting, Marketing, E-commerce, Market Research, CRM, Digital Marketing, Mobile Marketing, Social Selling, Analytics, Social Media Integration, Business Strategy, B2B Marketing Strategy, Web Marketing, Email Marketing, Marketing Strategy, Management, Blogging, Small Business, LinkedIn, Lead Generation, Content Strategy, Market Analysis, Mergers & Acquisitions, Google Analytics, Management Consulting, Salesforce.com, Social Media Marketing, Social Media, Social Marketing, Budgets, Proposal Writing, SEO, Direct Mail, Online Marketing, Competitive Analysis, Business Intelligence
Education
The Ohio State University
MBA, Business
Miami University
Bachelor of Science, Marketing
Cheryl Rose, CFP, CFA Cheryl Rose, CFP, CFA's The Ohio Company Experience December 1991 - April 1998
Job Senior Vice President at Hawthorn PNC Family Wealth
Industry Financial Services
Experience
Hawthorn PNC Family Wealth April 2015 - Present
PNC Wealth Management July 2011 - April 2015
Fifth Third Bancorp January 2010 - March 2011
Fifth Third Bancorp January 2008 - January 2010
FTAM January 2005 - December 2007
Fifth Third Bank Cincinnati December 2002 - December 2004
Fifth Third Bank April 1999 - December 2002
McDonald Investment April 1998 - April 1999
The Ohio Company December 1991 - April 1998
Education
Capital University
Bachelor of Arts, Investment Management
Hawthorn PNC Family Wealth April 2015 - Present
PNC Wealth Management July 2011 - April 2015
Fifth Third Bancorp January 2010 - March 2011
Fifth Third Bancorp January 2008 - January 2010
FTAM January 2005 - December 2007
Fifth Third Bank Cincinnati December 2002 - December 2004
Fifth Third Bank April 1999 - December 2002
McDonald Investment April 1998 - April 1999
The Ohio Company December 1991 - April 1998
Education
Capital University
Bachelor of Arts, Investment Management
Jessie Murrell Jessie Murrell's The Ohio Company Experience January 1987 - May 1994
Job Contractor at Aerotek
Industry Banking
Experience
Aerotek November 2011 - Present
Aerotek November 2011 - Present
HOME DAYCARE SERVICE April 2009 - March 2011
J P Morgan Chase January 2008 - April 2009
J P Morgan Chase November 2006 - January 2008
J P Morgan Chase January 1995 - November 2006
Bank One Investment Management Group September 1994 - January 1995
Bank One Investment Management Group July 1994 - September 1994
The Ohio Company January 1987 - May 1994
Education
Capital University 2000 — 2001
Bachelor of Science, Finance
University of Phoenix
Master, Business Administration 2008
Aerotek November 2011 - Present
Aerotek November 2011 - Present
HOME DAYCARE SERVICE April 2009 - March 2011
J P Morgan Chase January 2008 - April 2009
J P Morgan Chase November 2006 - January 2008
J P Morgan Chase January 1995 - November 2006
Bank One Investment Management Group September 1994 - January 1995
Bank One Investment Management Group July 1994 - September 1994
The Ohio Company January 1987 - May 1994
Education
Capital University 2000 — 2001
Bachelor of Science, Finance
University of Phoenix
Master, Business Administration 2008
Barrett Rydell Barrett Rydell's The Ohio Company Experience January 1974 - April 1975
Job Senior Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2012 - Present
Lima Memorial Health System January 2006 - Present
Stifel Nicolaus & Company, Inc September 2009 - February 2012
UBS Financial Services 2007 - 2009
McDonald Investments, Inc October 1984 - February 2007
Lima Memorial Hospital January 1990 - December 1996
Timmerman Sales Company April 1975 - September 1984
The Ohio Company January 1974 - April 1975
Columbia Gas System Service Corporation 1970 - 1974
Marathon Oil Company 1967 - 1970
Skills
Investments, Mutual Funds, Securities, Retirement Planning, Financial Analysis, Alternative Investments, Registered Investment..., Bonds, Fixed Income, Equities, Capital Markets, Strategic Investment..., Asset Allocation, Finance, Series 65, Leadership, Team Building
Education
Bowling Green State University 1969 — 1970
Post Grad - Economics
Ohio Northern University 1962 — 1966
BA & BS, Economics, Finance and Bus. Adm.
William A Shine, Great Neck South H S 1958 — 1962
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Wells Fargo Advisors February 2012 - Present
Lima Memorial Health System January 2006 - Present
Stifel Nicolaus & Company, Inc September 2009 - February 2012
UBS Financial Services 2007 - 2009
McDonald Investments, Inc October 1984 - February 2007
Lima Memorial Hospital January 1990 - December 1996
Timmerman Sales Company April 1975 - September 1984
The Ohio Company January 1974 - April 1975
Columbia Gas System Service Corporation 1970 - 1974
Marathon Oil Company 1967 - 1970
Skills
Investments, Mutual Funds, Securities, Retirement Planning, Financial Analysis, Alternative Investments, Registered Investment..., Bonds, Fixed Income, Equities, Capital Markets, Strategic Investment..., Asset Allocation, Finance, Series 65, Leadership, Team Building
Education
Bowling Green State University 1969 — 1970
Post Grad - Economics
Ohio Northern University 1962 — 1966
BA & BS, Economics, Finance and Bus. Adm.
William A Shine, Great Neck South H S 1958 — 1962
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Christine Mitchell Christine Mitchell's The Ohio Company Experience August 1996 - February 1998
Job Executive Assistant
Industry Retail
Experience
Victoria's Secret Direct December 2012 - Present
Ronald McDonald House 1999 - December 2012
American Municipal Power October 2008 - September 2012
Robert Half International December 2007 - February 2009
Nationwide Insurance July 1999 - August 2007
Edward Howard 2007 - 2007
Community Housing Network March 1998 - February 1999
The Ohio Company August 1996 - February 1998
Procter & Gamble 1990 - 1990
Procter & Gamble 1990 - 1990
Skills
Billing, Purchase, Invoicing, PowerPoint, Purchase Orders, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Process Improvement, Accounting, Outlook, Event Planning, Investment Properties, Forecasting, Management, Project Planning, Research, Risk Management, Team Leadership
Education
The Ohio State University 1987 — 2008
Bachelors of Art, Strategic Communications
Bexley High School 1981 — 1986
HS Diploma, English, Math, Science, French
Victoria's Secret Direct December 2012 - Present
Ronald McDonald House 1999 - December 2012
American Municipal Power October 2008 - September 2012
Robert Half International December 2007 - February 2009
Nationwide Insurance July 1999 - August 2007
Edward Howard 2007 - 2007
Community Housing Network March 1998 - February 1999
The Ohio Company August 1996 - February 1998
Procter & Gamble 1990 - 1990
Procter & Gamble 1990 - 1990
Skills
Billing, Purchase, Invoicing, PowerPoint, Purchase Orders, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Process Improvement, Accounting, Outlook, Event Planning, Investment Properties, Forecasting, Management, Project Planning, Research, Risk Management, Team Leadership
Education
The Ohio State University 1987 — 2008
Bachelors of Art, Strategic Communications
Bexley High School 1981 — 1986
HS Diploma, English, Math, Science, French
Dan Peters, MBA Dan Peters, MBA's The Ohio Company Experience 1992 - 1998
Job Senior Portfolio Manager and Investment Strategist at Lee Financial
Industry Financial Services
Experience
Lee Financial Corporation July 2009 - Present
JP Morgan Asset Management 2004 - 2008
Bank One Investment Advisors 1999 - 2004
Morgan Stanley 1998 - 1999
The Ohio Company 1992 - 1998
Skills
Portfolio Management, Wealth Management, Asset Allocation, Rebalancing, Investment Policy..., Municipal Bonds, Series 65, Separately Managed..., Relationship Management, Alternative Investments, Hedge Funds, Risk Management
Education
Otterbein University 2000 — 2002
MBA
University of Missouri-Columbia, College of Business 1989 — 1991
BSBA, Business Administration
Lee Financial Corporation July 2009 - Present
JP Morgan Asset Management 2004 - 2008
Bank One Investment Advisors 1999 - 2004
Morgan Stanley 1998 - 1999
The Ohio Company 1992 - 1998
Skills
Portfolio Management, Wealth Management, Asset Allocation, Rebalancing, Investment Policy..., Municipal Bonds, Series 65, Separately Managed..., Relationship Management, Alternative Investments, Hedge Funds, Risk Management
Education
Otterbein University 2000 — 2002
MBA
University of Missouri-Columbia, College of Business 1989 — 1991
BSBA, Business Administration
Steve Hess, CFP® Steve Hess, CFP®'s The Ohio Company Experience 1993 - 1997
Job Managing Partner at Trilogy Wealth Advisors
Industry Financial Services
Experience
Trilogy Wealth Advisors March 2007 - Present
Oberlin Financial Corp. March 2000 - March 2007
The Ohio Company 1993 - 1997
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Investments, Estate Planning, Series 7, Financial Analysis, Retirement, Finance, Asset Managment, Portfolio Management, Series 63, Financial Advisory, Investment Advisory, Alternative Investments, Investment Management, Investment Strategies, Asset Allocation, Financial Planners, Securities
Education
Bowling Green State University 1997 — 1998
MBA, Finance
The Ohio State University - The Max M. Fisher College of Business 1989 — 1993
BSBA, Finance
Trilogy Wealth Advisors March 2007 - Present
Oberlin Financial Corp. March 2000 - March 2007
The Ohio Company 1993 - 1997
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Investments, Estate Planning, Series 7, Financial Analysis, Retirement, Finance, Asset Managment, Portfolio Management, Series 63, Financial Advisory, Investment Advisory, Alternative Investments, Investment Management, Investment Strategies, Asset Allocation, Financial Planners, Securities
Education
Bowling Green State University 1997 — 1998
MBA, Finance
The Ohio State University - The Max M. Fisher College of Business 1989 — 1993
BSBA, Finance
Beth Sparks Beth Sparks's The Ohio Company Experience 1986 - 1998
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James & Associates, Inc., Member New York Stock Echange/SIPC August 2003 - Present
McDonald Investments August 1998 - August 2003
The Ohio Company 1986 - 1998
Education
The Ohio State University - The Max M. Fisher College of Business 1976 — 1979
Lancaster High School
Raymond James & Associates, Inc., Member New York Stock Echange/SIPC August 2003 - Present
McDonald Investments August 1998 - August 2003
The Ohio Company 1986 - 1998
Education
The Ohio State University - The Max M. Fisher College of Business 1976 — 1979
Lancaster High School
Christopher Konik Christopher Konik's The Ohio Company Experience 1996 - 1998
Job IT Project Manager at Ohio Department of Commerce
Industry Government Administration
Experience
Ohio Department of Commerce March 2011 - Present
Sunteleo Training November 2008 - January 2011
Best Alternative Technical Solutions October 2008 - January 2011
Robert Half International October 2008 - January 2011
Loxias IT Solutions November 2004 - August 2008
The Computer Workshop November 2000 - October 2004
Sterling Commerce an AT&T company July 2000 - October 2000
PaineWebber March 2000 - July 2000
The Ohio Company 1996 - 1998
Skills
Program Management, Training, Project Management, Time Management, Management, Leadership, Project Planning, Customer Service, MS Project, Strategic Planning, Business Analysis, Information Technology, Policy, SharePoint, Microsoft Project, Public Speaking
Education
Ohio University 1986 — 1989
Bachelor of Science in Journalism, -- Public Relations, Computer Systems
Lorain County Community College 1984 — 1986
Transferred to Ohio University, Communications and Computer Systems
Ohio Department of Commerce March 2011 - Present
Sunteleo Training November 2008 - January 2011
Best Alternative Technical Solutions October 2008 - January 2011
Robert Half International October 2008 - January 2011
Loxias IT Solutions November 2004 - August 2008
The Computer Workshop November 2000 - October 2004
Sterling Commerce an AT&T company July 2000 - October 2000
PaineWebber March 2000 - July 2000
The Ohio Company 1996 - 1998
Skills
Program Management, Training, Project Management, Time Management, Management, Leadership, Project Planning, Customer Service, MS Project, Strategic Planning, Business Analysis, Information Technology, Policy, SharePoint, Microsoft Project, Public Speaking
Education
Ohio University 1986 — 1989
Bachelor of Science in Journalism, -- Public Relations, Computer Systems
Lorain County Community College 1984 — 1986
Transferred to Ohio University, Communications and Computer Systems
Richard Eastburn's The Ohio Company Experience July 1985 - January 1996
Job Financial Advisor, Vice President Wealth Management UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services Inc. 1985 - Present
McDonald Investments 1996 - 2007
The Ohio Company July 1985 - January 1996
Skills
Wealth Management, Investments, Retirement Planning, Strategic Financial..., Investment Advisory, Portfolio Management, Financial Analysis, Series 7, Asset Management, Estate Planning, Strategic Planning
Education
Cleveland State University 1970 — 1976
Bachelor of Arts (BA)
UBS Financial Services Inc. 1985 - Present
McDonald Investments 1996 - 2007
The Ohio Company July 1985 - January 1996
Skills
Wealth Management, Investments, Retirement Planning, Strategic Financial..., Investment Advisory, Portfolio Management, Financial Analysis, Series 7, Asset Management, Estate Planning, Strategic Planning
Education
Cleveland State University 1970 — 1976
Bachelor of Arts (BA)
Larry Rapp's The Ohio Company Experience 1975 - 1998
Job Partner, Zia Systems, LLC
Industry Wireless
Experience
Zia Systems LLC January 2007 - Present
The Ohio Company 1975 - 1998
Skills
Project Management, Product Development, Contract Negotiation, Engineering, Construction, Wireless, Sales Management, Project Planning, Product Management, New Business Development, Water, Program Management, Telecommunications, Sales, Business Development, Infrastructure
Education
The Ohio State University
The Ohio State University
Bachelor of Science (B.S.), Mathematics
Zia Systems LLC January 2007 - Present
The Ohio Company 1975 - 1998
Skills
Project Management, Product Development, Contract Negotiation, Engineering, Construction, Wireless, Sales Management, Project Planning, Product Management, New Business Development, Water, Program Management, Telecommunications, Sales, Business Development, Infrastructure
Education
The Ohio State University
The Ohio State University
Bachelor of Science (B.S.), Mathematics
Robert A. Pasionek Energy | Technology | CEO Robert A. Pasionek Energy | Technology | CEO's The Ohio Company Experience 1988 - 1991
Job Strategy & Innovation for Energy,Technology, Cyber Security | Technology Attorney | COO | JD & MBA
Industry Oil & Energy
Experience
Mergers, Consolidations, & Acquisitions, LLC - Energy Technology 2010 - Present
Leader in Energy Capital Market Transactions in Phoenix, AZ--Energy Technology 2010 - Present
Davis Miles McGuire Gardner-Technology July 2014 - June 2015
Howard & Howard, PLLC April 2009 - 2010
Fennemore Craig, P.C. 2006 - 2008
Merrill Lynch 2004 - 2006
JP Morgan Chase 2002 - 2004
Mergers, Consolidations, & Acquisitions, Inc. 1991 - 2002
The Ohio Company 1988 - 1991
Monetary Investment Group 1984 - 1988
Skills
Due Diligence, Venture Capital, Strategy, Energy, Joint Ventures, Restructuring, Strategic Planning, Mergers, Start-ups, Negotiation, Analysis, Intellectual Property, Cleantech, New Business Development, Renewable Energy, Investment Banking, Structured Finance, Capital Markets, Contract Negotiation, Entrepreneurship, Alternative Energy, Corporate Law, Licensing, Real Estate, Financial Analysis, Financial Structuring, Change Management, Corporate Finance, Biomass, Public Speaking, Capital, Banking, Leadership Development, Succession Planning, Patents, Bankruptcy, Tax, Construction, Non-profits, Compliance, P&L, International Capital..., Asset-backed..., High Yield, Capital Markets Analysis, Capital Markets Advisory, Securities law,..., SEC filings, Strategic Leadership, IPO
Education
Western Michigan University - Cooley law School
Juris Doctor (J.D.), Securities, Corporate, Intellectual Property, Tax, & Real Estate
University of Detroit Mercy
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Olivet College
Bachelor of Arts (B.A.), Economics
Mergers, Consolidations, & Acquisitions, LLC - Energy Technology 2010 - Present
Leader in Energy Capital Market Transactions in Phoenix, AZ--Energy Technology 2010 - Present
Davis Miles McGuire Gardner-Technology July 2014 - June 2015
Howard & Howard, PLLC April 2009 - 2010
Fennemore Craig, P.C. 2006 - 2008
Merrill Lynch 2004 - 2006
JP Morgan Chase 2002 - 2004
Mergers, Consolidations, & Acquisitions, Inc. 1991 - 2002
The Ohio Company 1988 - 1991
Monetary Investment Group 1984 - 1988
Skills
Due Diligence, Venture Capital, Strategy, Energy, Joint Ventures, Restructuring, Strategic Planning, Mergers, Start-ups, Negotiation, Analysis, Intellectual Property, Cleantech, New Business Development, Renewable Energy, Investment Banking, Structured Finance, Capital Markets, Contract Negotiation, Entrepreneurship, Alternative Energy, Corporate Law, Licensing, Real Estate, Financial Analysis, Financial Structuring, Change Management, Corporate Finance, Biomass, Public Speaking, Capital, Banking, Leadership Development, Succession Planning, Patents, Bankruptcy, Tax, Construction, Non-profits, Compliance, P&L, International Capital..., Asset-backed..., High Yield, Capital Markets Analysis, Capital Markets Advisory, Securities law,..., SEC filings, Strategic Leadership, IPO
Education
Western Michigan University - Cooley law School
Juris Doctor (J.D.), Securities, Corporate, Intellectual Property, Tax, & Real Estate
University of Detroit Mercy
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Olivet College
Bachelor of Arts (B.A.), Economics
Modesto Moe Ruggiero's The Ohio Company Experience 1986 - 1998
Job Financial Advisor/Senior Vice Pres. Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. 2007 - Present
McDonald Investments 1998 - 2007
The Ohio Company 1986 - 1998
McDonnell Douglas 1983 - 1986
Skills
Wealth Management, Financial Planning, Retirement Planning, Disability Insurance, Term Life Insurance, Portfolio Management, Asset Management, Series 7
Education
University of Notre Dame 1979 — 1983
B.S. Engineering, Aerospace
UBS Financial Services Inc. 2007 - Present
McDonald Investments 1998 - 2007
The Ohio Company 1986 - 1998
McDonnell Douglas 1983 - 1986
Skills
Wealth Management, Financial Planning, Retirement Planning, Disability Insurance, Term Life Insurance, Portfolio Management, Asset Management, Series 7
Education
University of Notre Dame 1979 — 1983
B.S. Engineering, Aerospace
Gary Zeune CPA Gary Zeune CPA's The Ohio Company Experience 1983 - 1986
Job Managing Director at The Pros & The Cons
Industry Management Consulting
Experience
The Pros & The Cons 1987 - Present
The Ohio Company 1983 - 1986
Wendy's International 1977 - 1983
Wendy's Interntational 1977 - 1983
Ernst & Ernst (now Ernst & Young) 1973 - 1977
Ohio University 1970 - 1973
Skills
Accounting, Mergers, Corporate Finance, Banking, Business Ethics, Financial Statement..., Fraud, Professional Speaker, Training, Scams, Embezzlement, Ethics, Public Speaking, Published Author, White collar criminals, ex cons, Defective Compensation, Defective Sales, Business Strategy, Mergers & Acquisitions, Credit, Internal Audit, Financial Reporting, Finance, CPA, Forensic Accounting, Leadership, Sarbanes-Oxley Act, Consulting, Corporate Governance, SEC filings, Auditing, Investment Banking, Risk Management, Financial Analysis, Management Consulting, Nonprofits, Managerial Finance, Financial Accounting, GAAP, Internal Controls, Strategic Planning, Management, Due Diligence, Securities, Financial Audits, Fraud Detection, SEC Filings
Education
Ohio University 1966 — 1973
Masters, Accounting
Ohio University 1966 — 1970
Bachelor of Applied Science (B.A.Sc.), Mathematics
The Pros & The Cons 1987 - Present
The Ohio Company 1983 - 1986
Wendy's International 1977 - 1983
Wendy's Interntational 1977 - 1983
Ernst & Ernst (now Ernst & Young) 1973 - 1977
Ohio University 1970 - 1973
Skills
Accounting, Mergers, Corporate Finance, Banking, Business Ethics, Financial Statement..., Fraud, Professional Speaker, Training, Scams, Embezzlement, Ethics, Public Speaking, Published Author, White collar criminals, ex cons, Defective Compensation, Defective Sales, Business Strategy, Mergers & Acquisitions, Credit, Internal Audit, Financial Reporting, Finance, CPA, Forensic Accounting, Leadership, Sarbanes-Oxley Act, Consulting, Corporate Governance, SEC filings, Auditing, Investment Banking, Risk Management, Financial Analysis, Management Consulting, Nonprofits, Managerial Finance, Financial Accounting, GAAP, Internal Controls, Strategic Planning, Management, Due Diligence, Securities, Financial Audits, Fraud Detection, SEC Filings
Education
Ohio University 1966 — 1973
Masters, Accounting
Ohio University 1966 — 1970
Bachelor of Applied Science (B.A.Sc.), Mathematics
Carl H. White, Jr. Carl H. White, Jr.'s The Ohio Company Experience February 1993 - 1998
Job Due to family circumstances, I brought in a successor for my practice.. at Early Retirement
Industry Financial Services
Experience
Early Retirement June 2011 - Present
Edward Jones February 2007 - April 2011
Advest, Inc. September 1998 - February 2007
The Ohio Company February 1993 - 1998
Fidelity Investments December 1986 - February 1993
Skills
Retirement Planning, Finance, Strategic Financial..., Financial Analysis, Wealth Management, Retirement, Financial Modeling, Asset Management, Banking, Securities, Investment Strategies, Options Strategies, Regional Leader
Education
Harvard University 2003 — 2005
CE credit, Accredited Asset Management Specialist, Investment Advisor, Branch Manager, Undergraduate degree in Miami University; professional classes at Harvard.
Miami University 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Early Retirement June 2011 - Present
Edward Jones February 2007 - April 2011
Advest, Inc. September 1998 - February 2007
The Ohio Company February 1993 - 1998
Fidelity Investments December 1986 - February 1993
Skills
Retirement Planning, Finance, Strategic Financial..., Financial Analysis, Wealth Management, Retirement, Financial Modeling, Asset Management, Banking, Securities, Investment Strategies, Options Strategies, Regional Leader
Education
Harvard University 2003 — 2005
CE credit, Accredited Asset Management Specialist, Investment Advisor, Branch Manager, Undergraduate degree in Miami University; professional classes at Harvard.
Miami University 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Stan Evans's The Ohio Company Experience January 1983 - January 1993
Job Evans Wealth Management Registered Investment Advisor..."trusted financial advice since 1981"
Industry Financial Services
Experience
Evans Wealth Management-Gallipolis March 2012 - Present
Merrill Lynch May 2010 - February 2012
Wells Fargo Advisors 2002 - 2010
Merrill Lynch 1999 - 2002
Merrill Lynch 1996 - 1999
The Ohio Company January 1983 - January 1993
Skills
Wealth Management, Personal Financial..., Monte Carlo Simulation, Modern Portfolio Theory, Public Seminars, Retirement Planning, Asset Allocation, Investment Advisory, Retirement, Wealth, Investment Management, Risk Management, Finance, Investments, Strategic Financial..., Financial Advisory, Wealth Accumulation, Portfolio Management, Financial Services, 401k, Management, Leadership, Asset Management, Equities, Financial Planning
Education
University of Phoenix 2004 — 2007
Bachelors, Business Management
Evans Wealth Management-Gallipolis March 2012 - Present
Merrill Lynch May 2010 - February 2012
Wells Fargo Advisors 2002 - 2010
Merrill Lynch 1999 - 2002
Merrill Lynch 1996 - 1999
The Ohio Company January 1983 - January 1993
Skills
Wealth Management, Personal Financial..., Monte Carlo Simulation, Modern Portfolio Theory, Public Seminars, Retirement Planning, Asset Allocation, Investment Advisory, Retirement, Wealth, Investment Management, Risk Management, Finance, Investments, Strategic Financial..., Financial Advisory, Wealth Accumulation, Portfolio Management, Financial Services, 401k, Management, Leadership, Asset Management, Equities, Financial Planning
Education
University of Phoenix 2004 — 2007
Bachelors, Business Management
Andrew Art Andrew Art's The Ohio Company Experience 1984 - 1987
Job PartnerTaft, Stettinius Hollister, LLP
Industry Law Practice
Experience
Taft Stettinius & Hollister LLP February 1991 - Present
Chester, Willcox & Saxbe, LLP merged with Taft Law 1-1-12 1991 - 2012
Franklin County Probate Court 1987 - 1991
The Ohio Company 1984 - 1987
Skills
Litigation, Civil Litigation, Courts, Legal Research, Legal Writing, Trials, Wills, Mediation, Wrongful Death, Elder Law, Estate Law, Estate Planning, Trusts, Guardianship, Arbitration, Torts
Education
Capital University Law School 1987 — 1990
Juris Doctorate, Law
Bob Jones University 1980 — 1984
Bachelor of Arts (B.A.), Pre-Law
Taft Stettinius & Hollister LLP February 1991 - Present
Chester, Willcox & Saxbe, LLP merged with Taft Law 1-1-12 1991 - 2012
Franklin County Probate Court 1987 - 1991
The Ohio Company 1984 - 1987
Skills
Litigation, Civil Litigation, Courts, Legal Research, Legal Writing, Trials, Wills, Mediation, Wrongful Death, Elder Law, Estate Law, Estate Planning, Trusts, Guardianship, Arbitration, Torts
Education
Capital University Law School 1987 — 1990
Juris Doctorate, Law
Bob Jones University 1980 — 1984
Bachelor of Arts (B.A.), Pre-Law
Andrew Art Andrew Art's The Ohio Company Experience September 1985 - September 1987
Job Attorney at Taft, Stettinius & Hollister
Industry Law Practice
Experience
Taft Stettinius & Hollister LLP February 1991 - Present
Franklin County Probate Ct June 1990 - February 1991
Franklin County Probate Ct September 1987 - June 1990
The Ohio Company September 1985 - September 1987
Skills
Elder Law, Estates,..., Courts, Legal Writing, Litigation, Civil Litigation, Trials, Estate Law, Mediation, Elder Law, Commercial Litigation, Legal Research, Hearings, Estate Administration, Appeals, Wills, Wrongful Death, Trusts
Education
Capital University Law School 1987 — 1991
Juris Doctorate, Law
Taft Stettinius & Hollister LLP February 1991 - Present
Franklin County Probate Ct June 1990 - February 1991
Franklin County Probate Ct September 1987 - June 1990
The Ohio Company September 1985 - September 1987
Skills
Elder Law, Estates,..., Courts, Legal Writing, Litigation, Civil Litigation, Trials, Estate Law, Mediation, Elder Law, Commercial Litigation, Legal Research, Hearings, Estate Administration, Appeals, Wills, Wrongful Death, Trusts
Education
Capital University Law School 1987 — 1991
Juris Doctorate, Law
GEORGE FINKES GEORGE FINKES's The Ohio Company Experience June 1986 - April 1998
Job FINANCIAL ADVISOR at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 1998 - Present
The Ohio Company June 1986 - April 1998
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Asset Allocation, Series 63, Investment Advisory, Financial Planning, Retirement, Portfolio Management, Securities, Equities, Investment Strategies, Financial Advisory
Education
The Ohio State University 1974 — 1978
Business Administration and Management, General
Robert W. Baird & Co. May 1998 - Present
The Ohio Company June 1986 - April 1998
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Asset Allocation, Series 63, Investment Advisory, Financial Planning, Retirement, Portfolio Management, Securities, Equities, Investment Strategies, Financial Advisory
Education
The Ohio State University 1974 — 1978
Business Administration and Management, General
Larry Hayes, CPC, ACC Larry Hayes, CPC, ACC's The Ohio Company Experience 1982 - 1991
Job Consultant, Coach and Trainer
Industry Professional Training & Coaching
Experience
Larry Hayes Partners, LLC 2009 - Present
Mylogy November 2009 - March 2010
UBS Financial Services, Inc. January 2009 - May 2009
UBS Financial Services Inc. January 2008 - May 2009
UBS Financial Services, Inc. June 2007 - December 2007
UBS AG 2005 - 2007
UBS AG 1998 - 2005
Merrill Lynch 1991 - 1998
The Ohio Company 1982 - 1991
Skills
Sales Coach, Leadership Coach, Leadership Development, Public Speaking, Team Building, Organizational..., Executive Coaching, Succession Planning, Talent Development, Mentoring, Change Management, Strategic Planning, Management Consulting, Performance Management, Team Leadership, Process Improvement, Employee Engagement, Talent Management, New Business Development, Team Management, Staff Development, Career Development, Wealth Management, Organizational Change, Business Planning, Change Leadership, Organizational..., Executive Development, 360 Feedback, Personal Development, Organizational Design, Customer Service, Management Development, MBTI, Executive Management, Cross-functional Team..., Sales Management, Leadership, Sales, Entrepreneurship, Financial Services, Coaching, Training, Portfolio Management, Recruiting, Management, Business Development, Human Resources, Consulting, Risk Management
Education
International Coach Academy 2009 — 2010
Certified Professional Coach
The Ohio State University 1970 — 1974
Larry Hayes Partners, LLC 2009 - Present
Mylogy November 2009 - March 2010
UBS Financial Services, Inc. January 2009 - May 2009
UBS Financial Services Inc. January 2008 - May 2009
UBS Financial Services, Inc. June 2007 - December 2007
UBS AG 2005 - 2007
UBS AG 1998 - 2005
Merrill Lynch 1991 - 1998
The Ohio Company 1982 - 1991
Skills
Sales Coach, Leadership Coach, Leadership Development, Public Speaking, Team Building, Organizational..., Executive Coaching, Succession Planning, Talent Development, Mentoring, Change Management, Strategic Planning, Management Consulting, Performance Management, Team Leadership, Process Improvement, Employee Engagement, Talent Management, New Business Development, Team Management, Staff Development, Career Development, Wealth Management, Organizational Change, Business Planning, Change Leadership, Organizational..., Executive Development, 360 Feedback, Personal Development, Organizational Design, Customer Service, Management Development, MBTI, Executive Management, Cross-functional Team..., Sales Management, Leadership, Sales, Entrepreneurship, Financial Services, Coaching, Training, Portfolio Management, Recruiting, Management, Business Development, Human Resources, Consulting, Risk Management
Education
International Coach Academy 2009 — 2010
Certified Professional Coach
The Ohio State University 1970 — 1974
Kurt Isaly's The Ohio Company Experience June 1991 - October 1994
Job
Industry Banking
Experience
Bond Street Group, LLC @ Morgan Stanley November 2014 - February 2015
Heitmeyer Consulting April 2014 - November 2014
Chase Home Finance November 2010 - February 2014
Huntington Investment Company February 2010 - September 2010
Meeder Financial July 2007 - October 2008
BISYS Fund Services November 2001 - July 2007
The One Group Mutual Funds October 1999 - November 2001
Banc One Securities Corporation May 1995 - September 1999
National Deferred Compensation October 1994 - May 1995
The Ohio Company June 1991 - October 1994
Skills
DTC, Envision, Executive Management, Customer Relations, Banking, Investments, Compliance, Access, Outlook, Asset Management, Problem Solving, Strategic Planning, Vendor Management, Mutual Funds, Budgeting, Business Analysis, Excel, Process Improvement, Word, Insurance, Microsoft Office, Team Building, Operations Management, Supervisory Skills, Analysis, Product Management, Mergers, Asset Managment, Customer Service, Disaster Recovery, Microsoft Excel, Microsoft Word, Mortgage Lending, Mortgage Banking, Financial Services, Securities, Risk Management, Financial Analysis, Coaching, Finance, Project Management, Consumer Lending, Loans, Strategic Financial..., Series 6, Credit Analysis, Loan Origination, Residential Mortgages, Refinance, Call Centers
Education
Franklin University 1992 — 1993
BS
The Ohio State University 1986 — 1988
Bond Street Group, LLC @ Morgan Stanley November 2014 - February 2015
Heitmeyer Consulting April 2014 - November 2014
Chase Home Finance November 2010 - February 2014
Huntington Investment Company February 2010 - September 2010
Meeder Financial July 2007 - October 2008
BISYS Fund Services November 2001 - July 2007
The One Group Mutual Funds October 1999 - November 2001
Banc One Securities Corporation May 1995 - September 1999
National Deferred Compensation October 1994 - May 1995
The Ohio Company June 1991 - October 1994
Skills
DTC, Envision, Executive Management, Customer Relations, Banking, Investments, Compliance, Access, Outlook, Asset Management, Problem Solving, Strategic Planning, Vendor Management, Mutual Funds, Budgeting, Business Analysis, Excel, Process Improvement, Word, Insurance, Microsoft Office, Team Building, Operations Management, Supervisory Skills, Analysis, Product Management, Mergers, Asset Managment, Customer Service, Disaster Recovery, Microsoft Excel, Microsoft Word, Mortgage Lending, Mortgage Banking, Financial Services, Securities, Risk Management, Financial Analysis, Coaching, Finance, Project Management, Consumer Lending, Loans, Strategic Financial..., Series 6, Credit Analysis, Loan Origination, Residential Mortgages, Refinance, Call Centers
Education
Franklin University 1992 — 1993
BS
The Ohio State University 1986 — 1988
Jay Freund's The Ohio Company Experience June 1994 - August 1995
Job Partner, Canal Holdings, LLC
Industry Venture Capital & Private Equity
Experience
Canal Holdings, LLC September 2014 - Present
PNC Erieview Capital May 1999 - July 2014
Banc One Capital Corporation January 1996 - May 1999
The Ohio Company June 1994 - August 1995
Skills
Private Equity, Investments, Financial Modeling, Valuation, Corporate Finance, Venture Capital, Due Diligence, Investment Banking, Mergers & Acquisitions, Portfolio Management, Alternative Investments, Strategic Planning, Buyouts, Strategy
Education
Purdue University - Krannert School of Management 1992 — 1994
Master of Business Administration (MBA), Finance and Strategic Management
Ohio Northern University 1985 — 1989
BSBA, Economics
Canal Holdings, LLC September 2014 - Present
PNC Erieview Capital May 1999 - July 2014
Banc One Capital Corporation January 1996 - May 1999
The Ohio Company June 1994 - August 1995
Skills
Private Equity, Investments, Financial Modeling, Valuation, Corporate Finance, Venture Capital, Due Diligence, Investment Banking, Mergers & Acquisitions, Portfolio Management, Alternative Investments, Strategic Planning, Buyouts, Strategy
Education
Purdue University - Krannert School of Management 1992 — 1994
Master of Business Administration (MBA), Finance and Strategic Management
Ohio Northern University 1985 — 1989
BSBA, Economics
David Dunne, MBA, CTFA's The Ohio Company Experience January 1992 - January 1995
Job Senior Vice President, Sr. Project Manager, Key Private Bank Trust & Investment Management Services
Industry Investment Management
Experience
Key Bank January 2001 - Present
Julie Billiart School 2004 - 2005
Key Bank January 1999 - January 2001
Key Bank January 1998 - January 1999
Key Bank January 1997 - January 1998
Key Bank January 1996 - January 1997
Key Bank August 1995 - January 1996
The Ohio Company January 1992 - January 1995
Skills
Project Management, Investments, Personal Trust..., Wealth Management, Systems Improvement, Management, Portfolio Management, Finance, Strategy, Asset Management, CRM
Education
Case Western Reserve University - Weatherhead School of Management 1998 — 2000
MBA, International Business
St. Lawrence University 1986 — 1990
BA, Economics
Western Reserve Academy 1982 — 1986
Key Bank January 2001 - Present
Julie Billiart School 2004 - 2005
Key Bank January 1999 - January 2001
Key Bank January 1998 - January 1999
Key Bank January 1997 - January 1998
Key Bank January 1996 - January 1997
Key Bank August 1995 - January 1996
The Ohio Company January 1992 - January 1995
Skills
Project Management, Investments, Personal Trust..., Wealth Management, Systems Improvement, Management, Portfolio Management, Finance, Strategy, Asset Management, CRM
Education
Case Western Reserve University - Weatherhead School of Management 1998 — 2000
MBA, International Business
St. Lawrence University 1986 — 1990
BA, Economics
Western Reserve Academy 1982 — 1986
Patricia Batesole's The Ohio Company Experience June 1990 - February 1991
Job Chief Marketing and Business Development Officer
Industry Law Practice
Experience
Ice Miller LLP June 2007 - Present
House Investments March 1991 - June 2007
The Ohio Company June 1990 - February 1991
Furman, Selz (Division of Xerox Financial Services) February 1988 - August 1989
Smith Barney October 1984 - January 1988
Central Soya June 1978 - June 1983
Skills
Strategic Planning, Business Development, Research, Marketing, Event Planning, Request for Proposals..., Program Management, Investments, New Business Development, Banking, Business Strategy, Contract Negotiation, Public Relations, Leadership
Education
Indiana University-Purdue University at Indianapolis
MBA
Purdue University - Krannert School of Management
Bachelor of Science (B.S.), Management
Ice Miller LLP June 2007 - Present
House Investments March 1991 - June 2007
The Ohio Company June 1990 - February 1991
Furman, Selz (Division of Xerox Financial Services) February 1988 - August 1989
Smith Barney October 1984 - January 1988
Central Soya June 1978 - June 1983
Skills
Strategic Planning, Business Development, Research, Marketing, Event Planning, Request for Proposals..., Program Management, Investments, New Business Development, Banking, Business Strategy, Contract Negotiation, Public Relations, Leadership
Education
Indiana University-Purdue University at Indianapolis
MBA
Purdue University - Krannert School of Management
Bachelor of Science (B.S.), Management
Matt Piatt's The Ohio Company Experience June 1994 - June 1995
Job CFO/Executive Vice President at Ohio Transmission Corporation
Industry Industrial Automation
Experience
Ohio Transmission Corporation March 2015 - Present
Ohio Transmission Corporation October 2011 - March 2015
Ohio Transmission Corporation December 1996 - September 2011
Ohio Transmission Corporation June 1995 - December 1996
The Ohio Company June 1994 - June 1995
Skills
Finance, Strategic Planning, Mergers & Acquisitions, New Business Development, Business Strategy, Team Building, Operations Management, Forecasting, Financial Reporting, Financial Analysis, Budgets, ERP, Accounting
Education
Franklin University 1986 — 1991
Bachelor of Science (BS), Accounting and Business/Management
Ohio Transmission Corporation March 2015 - Present
Ohio Transmission Corporation October 2011 - March 2015
Ohio Transmission Corporation December 1996 - September 2011
Ohio Transmission Corporation June 1995 - December 1996
The Ohio Company June 1994 - June 1995
Skills
Finance, Strategic Planning, Mergers & Acquisitions, New Business Development, Business Strategy, Team Building, Operations Management, Forecasting, Financial Reporting, Financial Analysis, Budgets, ERP, Accounting
Education
Franklin University 1986 — 1991
Bachelor of Science (BS), Accounting and Business/Management
Heather Delany's The Ohio Company Experience September 1995 - March 1996
Job Director of Operations, Digital Works at Connected Nation
Industry Nonprofit Organization Management
Experience
Connected Nation, Inc. June 2008 - Present
Coldwell Banker King Thompson Newark April 2007 - October 2007
JP Morgan Chase 1996 - 2002
The Ohio Company September 1995 - March 1996
Rail Van Multimodal February 1995 - September 1995
Skills
Vendor Management, Project Management, Strategic Planning, Management, Program Management, Leadership, Public Speaking, Telecommunications, Process Improvement, Team Leadership, Team Building, Microsoft Office, Sales
Education
Central Ohio Technical College, Business & Industry Institute 2007 — 2007
Licensed Realtor, Real Estate
The Ohio State University 2002 — 2002
Master Gardener
Madison Comprehensive High School 1990 — 1995
Connected Nation, Inc. June 2008 - Present
Coldwell Banker King Thompson Newark April 2007 - October 2007
JP Morgan Chase 1996 - 2002
The Ohio Company September 1995 - March 1996
Rail Van Multimodal February 1995 - September 1995
Skills
Vendor Management, Project Management, Strategic Planning, Management, Program Management, Leadership, Public Speaking, Telecommunications, Process Improvement, Team Leadership, Team Building, Microsoft Office, Sales
Education
Central Ohio Technical College, Business & Industry Institute 2007 — 2007
Licensed Realtor, Real Estate
The Ohio State University 2002 — 2002
Master Gardener
Madison Comprehensive High School 1990 — 1995
Rich Oltean's The Ohio Company Experience 1988 - 1998
Job Vice President, Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 1998 - Present
The Ohio Company 1988 - 1998
Education
The Ohio State University 1977 — 1981
B.S., Accounting
Fidelity Investments June 1998 - Present
The Ohio Company 1988 - 1998
Education
The Ohio State University 1977 — 1981
B.S., Accounting
Scott Peterfy's The Ohio Company Experience June 1981 - June 1991
Job Managing Director at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets July 1999 - Present
First Union May 1998 - June 1999
Wheat First Securities July 1991 - April 1998
The Ohio Company June 1981 - June 1991
Skills
Capital Markets, Bloomberg, Credit, Investments, Portfolio Management
Education
Marshall University 1976 — 1981
BA, criminology
Marshall University 1976 — 1981
BB&T Capital Markets July 1999 - Present
First Union May 1998 - June 1999
Wheat First Securities July 1991 - April 1998
The Ohio Company June 1981 - June 1991
Skills
Capital Markets, Bloomberg, Credit, Investments, Portfolio Management
Education
Marshall University 1976 — 1981
BA, criminology
Marshall University 1976 — 1981
bob lenahan's The Ohio Company Experience September 1985 - August 1989
Job building contractor at RC Lenahan Inc
Industry Construction
Experience
RC Lenahan Inc September 1989 - Present
The Ohio Company September 1985 - August 1989
Skills
Construction, Renovation, Construction Management, Contractors, Carpentry, Custom Homes, Roofers, Subcontracting, Project Estimation, Value Engineering, Framing, Green Building, Builders, Basements, Siding, Decks, Interior Design, Refurbishing, Drywall, Cabinetry, Design-Build, Change Orders, Residential Homes, Flooring, Restoration, Home Improvement, Demolition, Bathrooms, Homebuilding, Tiles, Room Addition, Pre-construction, Masonry, Management, Plumbing, Blueprint Reading
Education
University of Massachusetts Boston
B.S., Business, Management, Marketing, and Related Support Services
RC Lenahan Inc September 1989 - Present
The Ohio Company September 1985 - August 1989
Skills
Construction, Renovation, Construction Management, Contractors, Carpentry, Custom Homes, Roofers, Subcontracting, Project Estimation, Value Engineering, Framing, Green Building, Builders, Basements, Siding, Decks, Interior Design, Refurbishing, Drywall, Cabinetry, Design-Build, Change Orders, Residential Homes, Flooring, Restoration, Home Improvement, Demolition, Bathrooms, Homebuilding, Tiles, Room Addition, Pre-construction, Masonry, Management, Plumbing, Blueprint Reading
Education
University of Massachusetts Boston
B.S., Business, Management, Marketing, and Related Support Services
Larry Pack's The Ohio Company Experience 1979 - 1999
Job Insurance Agent at AAA Ohio Auto Club
Industry Leisure, Travel & Tourism
Experience
Various May 1999 - January 2010
The Ohio Company 1979 - 1999
Education
Franklin University
B.S.B.A, Accounting
Various May 1999 - January 2010
The Ohio Company 1979 - 1999
Education
Franklin University
B.S.B.A, Accounting
Richard Krumm's The Ohio Company Experience September 1978 - December 1998
Job Inventory & Purchasing Specialist at The SYGMA Network
Industry Financial Services
Experience
The SYGMA Network April 2013 - Present
Experis October 2011 - October 2012
Resources Global Professionals March 2011 - September 2011
JPMorgan Chase June 2005 - October 2009
Optimum System Products September 2001 - May 2005
The Ohio Company September 1978 - December 1998
Education
Franklin University
Bachelor of Science, Marketing and Human Resource Management; met Business Administration qualifications
Northland
The SYGMA Network April 2013 - Present
Experis October 2011 - October 2012
Resources Global Professionals March 2011 - September 2011
JPMorgan Chase June 2005 - October 2009
Optimum System Products September 2001 - May 2005
The Ohio Company September 1978 - December 1998
Education
Franklin University
Bachelor of Science, Marketing and Human Resource Management; met Business Administration qualifications
Northland
Doug Hindenlang's The Ohio Company Experience 1986 - 1999
Job Senior Living Specialist at Church Mutual Insurance Company
Industry Insurance
Experience
Church Mutual Insurance Company 2005 - Present
Kaplan Professional 2002 - 2005
AXA Advisors 1999 - 2002
The Ohio Company 1986 - 1999
Skills
Process Improvement, Property & Casualty..., Commercial Insurance, Casualty, Account Management, Commercial Lines, Risk Management, Insurance, Legal Liability, Professional Liability, Team Building, Workers Compensation, Underwriting, General Insurance, Customer Service, Liability, Strategic Planning, Claim
Education
The Ohio State University
BS, Economics
Church Mutual Insurance Company 2005 - Present
Kaplan Professional 2002 - 2005
AXA Advisors 1999 - 2002
The Ohio Company 1986 - 1999
Skills
Process Improvement, Property & Casualty..., Commercial Insurance, Casualty, Account Management, Commercial Lines, Risk Management, Insurance, Legal Liability, Professional Liability, Team Building, Workers Compensation, Underwriting, General Insurance, Customer Service, Liability, Strategic Planning, Claim
Education
The Ohio State University
BS, Economics
Carolyn Sittler's The Ohio Company Experience January 1980 - December 2000
Job Owner of Carolyn Sittler Art
Industry Arts and Crafts
Experience
Carolyn Sittler Art January 2005 - Present
AARP January 1999 - Present
The Ohio Company January 1980 - December 2000
Skills
Art, Painting, Auditing, Fine Art, Jewelry, Tax, Art Exhibitions, Watercolor, Non-profits, Public Speaking
Education
The Ohio State University 1974 — 1978
B.S., Accounting
Carolyn Sittler Art January 2005 - Present
AARP January 1999 - Present
The Ohio Company January 1980 - December 2000
Skills
Art, Painting, Auditing, Fine Art, Jewelry, Tax, Art Exhibitions, Watercolor, Non-profits, Public Speaking
Education
The Ohio State University 1974 — 1978
B.S., Accounting
George Tootle's The Ohio Company Experience January 1969 - December 1998
Job Unemployed
Industry Financial Services
Experience
Home October 2012 - Present
Comprehensive Software Systems November 2007 - October 2012
D.A. Davidson & Co. January 1999 - December 2006
The Ohio Company January 1969 - December 1998
Skills
Business Development, Strategy, CRM, Business Strategy, Financial Services, Broker-Dealer Operations
Education
The Ohio State University 1964 — 1968
Bachelor of Arts (B.A.), Economics
Home October 2012 - Present
Comprehensive Software Systems November 2007 - October 2012
D.A. Davidson & Co. January 1999 - December 2006
The Ohio Company January 1969 - December 1998
Skills
Business Development, Strategy, CRM, Business Strategy, Financial Services, Broker-Dealer Operations
Education
The Ohio State University 1964 — 1968
Bachelor of Arts (B.A.), Economics
Martin Jaeger's The Ohio Company Experience 1988 - 1990
Job Police Detective at Columbus Police Department
Industry Law Enforcement
Experience
Columbus Police Department May 1996 - Present
Agler-Davidson Sporting Goods 1991 - May 1996
United States Marine Corps-Reserve December 1989 - 1994
The Ohio Company 1988 - 1990
United States Marine Corps August 1984 - August 1988
Skills
Police, Weapons, Security, Firearms, Law Enforcement, Counterterrorism, Homeland Security, Physical Security, Emergency Management, Tactics
Education
Franklin University 1988 — 1989
Finance, General
University of Maryland 1985 — 1986
Columbus Police Department May 1996 - Present
Agler-Davidson Sporting Goods 1991 - May 1996
United States Marine Corps-Reserve December 1989 - 1994
The Ohio Company 1988 - 1990
United States Marine Corps August 1984 - August 1988
Skills
Police, Weapons, Security, Firearms, Law Enforcement, Counterterrorism, Homeland Security, Physical Security, Emergency Management, Tactics
Education
Franklin University 1988 — 1989
Finance, General
University of Maryland 1985 — 1986
Thomas Terry's The Ohio Company Experience February 1968 - January 1999
Job Seasonal Tax Specialist at H@R Block
Industry Accounting
Experience
H@R Block January 2007 - Present
The Ohio Company February 1968 - January 1999
Skills
Auditing, Due Diligence, Financial Analysis
Education
Franklin University 1965 — 1968
Bachelor of Science (BS), Accounting and Finance
H@R Block January 2007 - Present
The Ohio Company February 1968 - January 1999
Skills
Auditing, Due Diligence, Financial Analysis
Education
Franklin University 1965 — 1968
Bachelor of Science (BS), Accounting and Finance
Jim Carollo's The Ohio Company Experience June 1990 - July 1992
Job Facility Manager at Issues and Answers
Industry Market Research
Experience
Issues and Answers May 2006 - Present
Issues & Answers Network, Inc. May 2006 - Present
Carollo Enterprises 1995 - 1999
Old Kent Bank October 1992 - March 1994
The Ohio Company June 1990 - July 1992
D&N Savings Bank August 1984 - February 1990
Skills
Market Research, Customer Service, Leadership, Project Planning, Budgets, Research, Team Building, Operations Management, Training
Education
Grand Valley State University 1989 — 1991
Master of Business Administration (MBA), Finance, Management
Univeristy of Montana 1979 — 1983
Bachelor of Science (BS), Finance and Financial Management Services, Management
Michigan Technological University 1978 — 1979
Business Administration and Management, General
Iron Mountain High School 1974 — 1978
High School
Issues and Answers May 2006 - Present
Issues & Answers Network, Inc. May 2006 - Present
Carollo Enterprises 1995 - 1999
Old Kent Bank October 1992 - March 1994
The Ohio Company June 1990 - July 1992
D&N Savings Bank August 1984 - February 1990
Skills
Market Research, Customer Service, Leadership, Project Planning, Budgets, Research, Team Building, Operations Management, Training
Education
Grand Valley State University 1989 — 1991
Master of Business Administration (MBA), Finance, Management
Univeristy of Montana 1979 — 1983
Bachelor of Science (BS), Finance and Financial Management Services, Management
Michigan Technological University 1978 — 1979
Business Administration and Management, General
Iron Mountain High School 1974 — 1978
High School