Touchstone Investments

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Touchstone Investments Employees

Employee
Years
Job
Industry
Brian Kirst, CPA Brian Kirst, CPA Newport, Kentucky Details
Brian Kirst, CPA's Touchstone Investments Experience September 2015 - Present
Job Staff Auditor at Omnicare
Industry Pharmaceuticals
Experience
Touchstone Investments   September 2015 - Present
Omnicare  May 2013 - September 2015
Omnicare  November 2012 - May 2013
Delaware North  2006 - 2013
Castellini Company  August 2011 - November 2012

Skills
Sarbanes-Oxley Act, Forecasting, Financial Analysis, Accounting, Financial Reporting

Education
Northern Kentucky University   2008 — 2013
Bachelor's degree, Accounting

Newport Central Catholic High School   2004 — 2008

Larisa Sanders Larisa Sanders Houston, Texas Details
Larisa Sanders's Touchstone Investments Experience 2002 - 2005
Job Business Management & Client Relations Professional
Industry Investment Management
Experience
Morgan Stanley  2011 - Present
Women Energy Network   2013 - 2015
Invesco US  2005 - 2011
Touchstone Investments   2002 - 2005
Lincoln Financial Group  1996 - 2002

Skills
Portfolio Management, Financial Analysis, Fixed Income, Relationship Management, Business Development, Risk Management, Business Intelligence, Financial Services, Due Diligence, Investment Strategies, Series 63, Asset Management, Equities, Asset Allocation, Project Management, Business Strategy, Consultative Sales, Integrated Brand..., Strategic Planning, Profit Optimization, Mergers & Acquisitions, Market Research, New Market Expansion, Strategic Communications, Team Leadership, Cross Selling, Advanced Excel and..., Bloomberg Terminal, Thompson One, SunGard APT Pro Risk..., SNL, Salesforce.com, FactSet

Education
Indiana University—Purdue University Fort Wayne   2000 — 2002
Accounting and Finance Courses

Purdue University   1998 — 2000
Master of Science (MS), Applied Mathematics, Statistics

State University, Vietebsk, Belarus
Bachelor of Science, Mathematics

Martha Brand Dave Martha Brand Dave Cincinnati, Ohio Details
Martha Brand Dave's Touchstone Investments Experience October 2007 - Present
Job Marketing Communications Project Manager at Touchstone Investments
Industry Financial Services
Experience
Touchstone Investments   October 2007 - Present
Jewish Vocational Service (JVS)   January 2005 - January 2006
Gradison Financial Services/McDonald & Co. Securities   January 1987 - September 1994

Skills
Marketing Communications, Marketing Strategy, Advertising, Direct Marketing, Copywriting, Public Relations, Newsletters, Event Planning, Media Relations, Email Marketing, Marketing, Internal Communications, Event Management, Project Management, Social Media Marketing

Education
Indiana University - Kelley School of Business
Bachelor of Science (B.S.), Management and Marketing

University of Cincinnati
Master of Business Administration (MBA), Marketing

Kelly Young Kelly Young Indianapolis, Indiana Details
Kelly Young's Touchstone Investments Experience 2002 - 2005
Job Digital Marketing and Sales Strategy
Industry Pharmaceuticals
Experience
Eli Lilly and Company  2015 - Present
Eli Lilly and Company  2014 - 2015
Eli Lilly and Company  2012 - 2014
Eli Lilly and Company  2011 - 2012
Eli Lilly and Company  2010 - 2012
Eli Lilly and Company  2008 - 2010
Eli Lilly and Company  2005 - 2008
Touchstone Investments   2002 - 2005

Skills
Pharmaceutical Sales, Sales, Pharmaceutical Industry, Sales Management, Sales Operations, Sales Force Development, New Business Development, Coaching, Cold Calling, Territory Management, Multi-Channel Marketing, Brand Management, Strategic Planning, Program Implementation, Solution-Selling..., Project Management, Process Improvement, Decision Making, Team Building, Problem Solving, Data Analysis, Training & Development, Leadership, Portfolio Management, Campaign Strategy, High-Impact Sales..., Clear Communication, New Product Launch, Policies & Procedures, Relationship Building, Emotional Intelligence

Education
University of Cincinnati College of Business
Bachelor of Arts (B.A.), Finance and International Business

Jeff Ringdahl Jeff Ringdahl Dallas/Fort Worth Area Details
Jeff Ringdahl's Touchstone Investments Experience 2007 - 2010
Job
Industry Financial Services
Experience
American Beacon Advisors  2010 - Present
Touchstone Investments   2007 - 2010
Fidelity Investments  2005 - 2007
Western & Southern Financial Group  2004 - 2005
Western & Southern Financial Group  2002 - 2004
The Penobscot Group, Inc.   1999 - 2000
State Street Global Advisors  1997 - 1999
State Street Global Advisors  1997 - 1997

Skills
Change Management, Fixed Annuities, Strategic Planning, Asset Managment, Competitive Analysis, Series 7, Portfolio Management, Mutual Funds, Financial Services, Product Management, Process Improvement, Investments, Business Development, Alternative Investments, Asset Allocation, Equities, Investment Management, Risk Management, Asset Management, Hedge Funds, Securities

Education
Boston University
BA, Economics

University of Notre Dame - Mendoza College of Business
MBA

Rick W Bone Rick W Bone Greater Philadelphia Area Details
Rick W Bone's Touchstone Investments Experience May 1998 - November 2002
Job National Sales Manager
Industry Financial Services
Experience
Chase Investment Counsel   April 2012 - May 2014
Knott Capital   September 2009 - January 2011
Bjurman, Barry & Associates   November 2002 - April 2009
Touchstone Investments   May 1998 - November 2002
IFS Financial Services  March 1992 - May 1999
PLANCO  1990 - 1990

Skills
Asset Managment, Wealth Management, Portfolio Management, Separately Managed..., Financial Services, Asset Allocation, Equities, Series 63, Series 7, Alternative Investments, Asset Management, Hedge Funds

Education
Bucks County Community College   1979 — 1979

Council Rock

West Chester University of Pennsylvania

Michael Broxterman Michael Broxterman Cincinnati, Ohio Details
Michael Broxterman's Touchstone Investments Experience April 2014 - Present
Job Business Development
Industry Financial Services
Experience
Touchstone Investments   April 2014 - Present
Schaeffer's Investment Research  July 2013 - March 2014
Zacks Investment Management  May 2012 - July 2013
Zacks Investment Management  June 2008 - May 2012
Marshall Associates Inc  June 2007 - December 2007
Fidelity Investments  July 2006 - May 2007

Skills
Investments, Portfolio Management, Wealth Management, Alternative Investments

Education
Ohio University   2002 — 2006
Finance, Marketing

Elder

Evan Sanford Evan Sanford Cleveland/Akron, Ohio Area Details
Evan Sanford's Touchstone Investments Experience June 2007 - September 2008
Job Client Services Manager at Nielsen
Industry Information Technology and Services
Experience
Nielsen  July 2013 - Present
Citi  August 2012 - July 2013
Citi  July 2010 - August 2012
Centric Technologies LLC   January 2010 - June 2010
GE Aviation  June 2009 - December 2009
University of Cincinnati  January 2009 - June 2009
Touchstone Investments   June 2007 - September 2008

Skills
Requirements Analysis, Analysis, Testing, Microsoft Office, Excel, Software Project..., International Project..., Business Analysis, Integration, Project Management, Leadership, Product Management, Microsoft Excel, SDLC

Education
University of Cincinnati   2008 — 2009
Master of Science (M.S.), Management Information Systems, General

University of Cincinnati College of Business   2004 — 2008
BBA, Finance

Todd Stillwagon Todd Stillwagon Mount Pleasant, South Carolina Details
Todd Stillwagon's Touchstone Investments Experience November 2003 - October 2007
Job HMC at Wells Fargo Home Mortgage NMLS# 838297
Industry Financial Services
Experience
Wells Fargo Home Mortgage  January 2015 - Present
PNC  October 2011 - December 2014
RS Funds  October 2007 - October 2008
Touchstone Investments   November 2003 - October 2007

Skills
Mortgage Lending, Loan Origination, Loans, Mortgage, Mortgage Banking, VA loans, Refinance, FHA financing, FHA Financing, Residential Mortgages, VA Loans, Investment Properties, Sales, Real Estate, FHA, Credit, Banking, Credit Analysis, USDA

Education
Miami University   1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Marketing

Maureen Kiefer-Goldenberg Maureen Kiefer-Goldenberg Greater Boston Area Details
Maureen Kiefer-Goldenberg's Touchstone Investments Experience December 2005 - December 2010
Job Partner/Chief Risk and Compliance Officer at Mercer Investments
Industry Financial Services
Experience
Mercer Investments  September 2015 - Present
Fund Evaluation Group  January 2011 - Present
Northern Kentucky University  October 2013 - Present
Touchstone Investments   December 2005 - December 2010
Ohio National Financial Services  2000 - 2005

Skills
Hedge Funds, Private Funds, SEC, FINRA, Alternative Investments, Mutual Funds, Management, Change Management, Teaching/Training, Securities, Asset Management, Series 7, Series 24, Investments, Internal Audit, Investment Advisory, Series 63, Risk Management, Asset Managment, Securities Regulation, Wealth Management, Equities, Financial Services

Education
Northern Kentucky University   2010 — 2012
Master of Science (M.S.), Executive Leadership and Organizational Change

Northern Kentucky University   2005 — 2010
Bachelor of Science (B.S.), Organizational Leadership, Magna Cum Laude

Steve Seid, CFA Steve Seid, CFA Cincinnati Area Details
Steve Seid, CFA's Touchstone Investments Experience August 2012 - Present
Job Assistant Vice President, Investment Strategy Specialist at Touchstone Investments
Industry Financial Services
Experience
Touchstone Investments   August 2012 - Present
Western & Southern Financial Group  May 2009 - August 2012
Broadcom  May 2008 - August 2008

Education
Indiana University - Kelley School of Business   2007 — 2009
Masters, Business Administration; Finance

Rutgers University
Bachelor of Science, Finance

Natalie McDonald Natalie McDonald Cincinnati Area Details
Natalie McDonald's Touchstone Investments Experience December 2014 - Present
Job Regional Vice President Indiana & Michigan at Touchstone Investments
Industry Financial Services
Experience
Touchstone Investments   December 2014 - Present
Touchstone Investments   January 2011 - December 2014
Touchstone Investments   April 2005 - December 2010
xpedx  December 2002 - October 2004
GE Aircraft Engines  January 2002 - March 2002
GE Aircraft Engines  January 2001 - March 2001
GE Aircraft Engines  June 2000 - September 2000
GE Aircraft Engines  January 2000 - March 2000
GE Aircraft Engines  June 1999 - September 1999

Education
University of Cincinnati   1997 — 2002
Bachelors, Business Administration/Operations Management; Operations Management; Management

Steve Graziano Steve Graziano Greater Boston Area Details
Steve Graziano's Touchstone Investments Experience August 2009 - Present
Job President (Touchstone Investments)
Industry Investment Management
Experience
Touchstone Investments   August 2009 - Present
Pioneer Investments  March 2007 - June 2008
Pioneer Investments  April 2002 - April 2007
Pioneer Investments  January 1998 - April 2002
Pioneer Investments  March 1994 - January 1998
Fidelity Investments  January 1990 - March 1994
Boston Research Group  1986 - 1990
Temple, Barker & Sloane (Div. of Mercer)   1982 - 1986

Education
University of Massachusetts at Amherst - Isenberg School of Management   1972 — 1976
Bachelor of Business Administration (B.B.A.), Marketing Research

Matthew Tripp Matthew Tripp Cincinnati, Ohio Details
Matthew Tripp's Touchstone Investments Experience November 2014 - Present
Job Institutional Business Development Associate at Touchstone Investments
Industry Financial Services
Experience
Touchstone Investments   November 2014 - Present
Nationwide Financial  September 2012 - November 2014
Nationwide Financial  May 2010 - September 2012

Education
The Ohio State University - The Max M. Fisher College of Business   2005 — 2009
Bachelor of Science (B.S.), Finance

Brendan J. McDonald Brendan J. McDonald Greater Denver Area Details
Brendan J. McDonald's Touchstone Investments Experience November 2014 - Present
Job Regional Vice President at Touchstone Investments
Industry Investment Management
Experience
Touchstone Investments   November 2014 - Present
Wells Fargo Funds Distributors   January 2010 - October 2014
Evergreen Investments  June 2007 - January 2010
Mainstay Investments  August 2005 - June 2007
Dreyfus  April 2004 - July 2005
Goldman Sachs Asset Management  1997 - 2003
Alliance Capital Management  September 1993 - December 1997

Skills
Alternative Investments, Mutual Funds, Series 7, Series 63, Public Speaking, New Business Development, Securities, Investments, Sales Management, Management, Wealth Management, Strategy, Asset Allocation, Separately Managed..., Financial Services, Relationship Management

Education
Marist College   1987 — 1991
BA, History

Benjamin Alge, CFA Benjamin Alge, CFA Cincinnati Area Details
Benjamin Alge, CFA's Touchstone Investments Experience June 2013 - Present
Job Assistant Vice President, Product Management at Touchstone Investments
Industry Financial Services
Experience
Touchstone Investments   June 2013 - Present
Western & Southern Financial Group  July 2008 - June 2013

Education
University of Notre Dame - Mendoza College of Business   2007 — 2008
MBA, Investments and Consulting

University of Dayton   2003 — 2007
BS, Finance and Economics

Tim Costanza, CFA Tim Costanza, CFA Greater Boston Area Details
Tim Costanza, CFA's Touchstone Investments Experience November 2012 - Present
Job Institutional Business Development at Touchstone Investments
Industry Financial Services
Experience
Touchstone Investments   November 2012 - Present
John Hancock Funds  January 2002 - October 2012

Education
Boston University Questrom School of Business   2009 — 2010
MS, Investment Management

Ithaca College   1998 — 2001
BA, Econmics

Brighton High School   1994 — 1997
Diploma

James Reckley James Reckley Cincinnati Area Details
James Reckley's Touchstone Investments Experience July 2000 - Present
Job Multimedia Graphic Designer at Touchstone Investments
Industry Financial Services
Experience
Touchstone Investments   July 2000 - Present
Parrillo Performance   March 1997 - July 2000

Skills
Newsletters, Advertising, Marketing Communications, Email Marketing, Copywriting, Graphic Design, Art Direction, Marketing, Graphics, Multimedia, Corporate Branding, Corporate Identity, Logo Design, Brochures, InDesign

Education
Northern Kentucky University   1990 — 1995
Graphic Design

University of Kentucky   1990 — 1990
Summer Art Studies

Kevin Frazier Kevin Frazier Winston Salem, North Carolina Details
Kevin Frazier's Touchstone Investments Experience 2000 - 2004
Job Vice President, Marketing & Client Relations at Brock & Scott, PLLC
Industry Legal Services
Experience
Brock & Scott, PLLC   2012 - Present
Persolve   2011 - 2012
Asset Acceptance  2007 - 2010
Unifund CCR Partners  2004 - 2007
Touchstone Investments   2000 - 2004

Skills
Pricing Analysis, New Business Development, Credit, Portfolio Management, Accounts Receivable, Contract Negotiation, Legal Service, Process Improvement, Business Development, Business Strategy, Leadership, Vendor Management, Management, Credit Cards, Financial Services, Call Centers, Customer Service, Customer Relations, Executive Management, Purchasing & Sales, Loan Servicing, Marketing, Loss Mitigation, Litigation, Finance, Risk Management, Sales, Banking, Analytics, Asset Management, Default, Relationship Management, Bankruptcy, Mergers & Acquisitions, Strategy, Consulting, Loans, Outsourcing, Pricing, Insurance, Investments, Mortgage Lending, Financial Analysis, Analysis, Forecasting, CRM, Project Management

Education
Ohio University   1994 — 1998
Bachelor's, Athletics Administration & Business

Alex Katz Alex Katz New York, New York Details
Alex Katz's Touchstone Investments Experience November 2014 - Present
Job Regional Vice President at Touchstone Investments
Industry Investment Management
Experience
Touchstone Investments   November 2014 - Present
Lord, Abbett & Co. LLC   December 2011 - November 2014
Lord, Abbett & Co. LLC   February 2008 - December 2011

Education
University of Pittsburgh   2003 — 2007
Finance and Marketing

Victor D. Frazier Victor D. Frazier Houston, Texas Details
Victor D. Frazier's Touchstone Investments Experience June 2010 - January 2014
Job Regional Vice President at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments  January 2014 - Present
Touchstone Investments   June 2010 - January 2014
Rivesource Investments   May 2007 - June 2010
AFBA  August 2005 - May 2007
Aim Private Asset Management   October 2001 - August 2005

Education
The University of Texas at Austin
Bachelor's degree, Communication, General

Jeff Bryan, CIMA, CRPC Jeff Bryan, CIMA, CRPC Miami/Fort Lauderdale Area Details
Jeff Bryan, CIMA, CRPC's Touchstone Investments Experience 2011 - Present
Job Regional Vice President at Touchstone Investments
Industry Financial Services
Experience
Touchstone Investments   2011 - Present
OppenheimerFunds, Inc  2001 - 2011
Prudential Insurance Company  1996 - 2001
MetLife  1989 - 1996
Group PensionsMutual of America   1987 - 1989

Education
Binghamton University   1982 — 1986
Bachelor of Arts, Economics

Matt Baldridge Matt Baldridge Orange County, California Area Details
Matt Baldridge's Touchstone Investments Experience March 2002 - July 2005
Job Regional Investment Consultant at ALPS Fund Services, Inc.
Industry Financial Services
Experience
ALPS Fund Services, Inc.   February 2011 - Present
Highland Capital Brokerage  January 2011 - February 2011
ING Individual Retirement   August 2010 - November 2010
Ivy Funds  July 2005 - July 2010
Touchstone Investments   March 2002 - July 2005
AXA Distributors, LLC  2000 - 2001
AXA  1998 - 2001
AXA/Equitable Distributors   1998 - 2001

Skills
Retirement Planning, Alternative Investments, Investments, Mutual Funds, Asset Allocation, Financial Advisory, Insurance, Series 6, Wealth Management, Fixed Annuities, Financial Services, ETFs, Series 63, Series 7, 401k, Retirement, Securities

Education
California State University-Fullerton   1994 — 1997
BA, Business Management, Economics

Matthew Ryan, CPCU Matthew Ryan, CPCU Cincinnati, Ohio Details
Matthew Ryan, CPCU's Touchstone Investments Experience May 2004 - January 2007
Job Director
Industry Insurance
Experience
Ward Group, A McLagan Aon Hewitt Company   January 2007 - Present
Touchstone Investments   May 2004 - January 2007

Skills
Property & Casualty..., Data Analysis, Benchmarking, Financial Analysis, Financial Services, Mutual Funds, Financial Advisory, Risk Management

Education
University of Cincinnati   2005 — 2006
Masters in Business Administration, International Business

Miami University   2000 — 2004
BS, Finance

Jennifer Rommel, CIMA® Jennifer Rommel, CIMA® Greater Chicago Area Details
Jennifer Rommel, CIMA®'s Touchstone Investments Experience November 2000 - August 2014
Job Regional Director at Baron Capital
Industry Financial Services
Experience
Baron Capital Group, Inc.   September 2014 - Present
Touchstone Investments   November 2000 - August 2014
CNA  1999 - 2000
Talbot Financial Services  1998 - 1999
Nuveen  1994 - 1998

Education
University of Iowa - Henry B. Tippie College of Business
Bachelor's degree, Finance

University of Pennsylvania - The Wharton School
CIMA®

Chris Minton Chris Minton Dallas/Fort Worth Area Details
Chris Minton's Touchstone Investments Experience July 2008 - September 2013
Job Regional Director at Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds  July 2015 - Present
Neuberger Berman  September 2013 - July 2015
Touchstone Investments   July 2008 - September 2013
Mutual of America  December 2005 - July 2008

Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Series 63, Financial Advisory, Series 7, 401k, Retirement, Investment Advisory, Asset Allocation, Sales, Financial Services, Finance, Portfolio Management, Investments

Education
University of Kentucky   1999 — 2003
Business, Marketing

Ravi Talati, CIMA® Ravi Talati, CIMA® West Palm Beach, Florida Area Details
Ravi Talati, CIMA®'s Touchstone Investments Experience December 2009 - August 2011
Job Regional Director at Wells Fargo Advantage Funds
Industry Financial Services
Experience
Wells Fargo Advantage Funds  August 2011 - Present
Touchstone Investments   December 2009 - August 2011
Rydex Investments  August 2003 - July 2009

Skills
Commodity, Alternative Investments, Fund Of Funds, Currency, Mutual Funds, Series 7, Hedge Funds, Asset Allocation, Asset Management, ETFs, Equities, Financial Services, Fixed Income, Investment Strategies, Investments, Portfolio Management, Series 63, Strategy

Education
College of Charleston   1996 — 2000
Bachelor of Science, Business Administration

Dave Zack Dave Zack Charlotte, North Carolina Area Details
Dave Zack's Touchstone Investments Experience 2012 - January 2014
Job Channel Marketing Manager
Industry Financial Services
Experience
MetLife  January 2014 - Present
Touchstone Investments   2012 - January 2014
Fortune 500 Midwestern Financial Services Group   2005 - 2012
Self employed  2004 - 2005
Convergys  2000 - 2004
Great American Financial Resources  1999 - 2000
Schaeffer's Investment Research  1996 - 1999

Skills
Marketing, Social Media, Market Planning, Messaging, Campaigns, Lead Generation, B2B Marketing, Marketing Communications, Email Marketing, Copywriting, Direct Marketing, Content Management, Internal Communications, Corporate Communications, Competitive Analysis, Series 6

Education
University of Cincinnati

Robert Crugnale Robert Crugnale Greater Boston Area Details
Robert Crugnale's Touchstone Investments Experience 2015 - Present
Job External Wholesaler
Industry Financial Services
Experience
Touchstone Investments   2015 - Present
Eaton Vance  January 2007 - December 2014

Skills
Series 7, Series 65, Series 63, Series 6, Mutual Funds, Closed-end Funds, Separately Managed..., Alternative Investments, Asset Managment, Investments, Wealth Management, Investment Strategies, Asset Allocation, Fixed Income, Equities

Education
Plymouth State University   1998 — 2006

Ryan Resendes Ryan Resendes Cincinnati Area Details
Ryan Resendes's Touchstone Investments Experience June 2014 - Present
Job Regional Sales Specialist at Touchstone Investments
Industry Financial Services
Experience
Touchstone Investments   June 2014 - Present
Fifth Third Bank  July 2009 - June 2014
Charles H. Mack and Associates   June 2008 - August 2008

Education
Northern Kentucky University   2011 — 2013
MBA, Master of Business Administration, 3.91

Valparaiso University   2005 — 2009
BSBA, International Business

Universidad de las Américas   2008 — 2008

Andrew Dilbone Andrew Dilbone Cincinnati, Ohio Details
Andrew Dilbone's Touchstone Investments Experience January 2015 - Present
Job Regional Sales Specialist at Touchstone Investments
Industry Financial Services
Experience
Touchstone Investments   January 2015 - Present
UBS  February 2014 - January 2015
Fidelity Investments  July 2013 - February 2014
Cantor Fitzgerald  June 2012 - August 2012
Rotex Corporation   June 2011 - August 2011

Education
Miami University   2009 — 2013
Bachelor of Science, Finance, Senior

Nicholas Ready Nicholas Ready Chicago, Illinois Details
Nicholas Ready's Touchstone Investments Experience September 2012 - January 2013
Job Consultant at Northern Trust Hedge Fund Services
Industry Banking
Experience
Northern Trust  January 2013 - Present
Touchstone Investments   September 2012 - January 2013
McGill University School of Continuing Studies  September 2011 - September 2012
Goldman Sachs & Co.   June 2010 - August 2010
Musical DNA Software   May 2008 - August 2008
SommerBarnard Law Firm   May 2007 - August 2007
Vector Marketing  May 2007 - August 2007

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Market Research, Sales, Data Analysis, Financial Analysis, Microsoft Word, Spanish, Marketing

Education
Indiana University - Kelley School of Business   2007 — 2011
Bachelor's of Science, Finance, International Business

East China Normal University

Jesse Groh Jesse Groh Chicago, Illinois Details
Jesse Groh's Touchstone Investments Experience May 2007 - August 2007
Job 2nd Vice President, Cash & Collateral Management at Northern Trust Hedge Fund Services
Industry Financial Services
Experience
Northern Trust Hedge Fund Services  June 2011 - Present
Harris Bank  August 2009 - May 2011
BMO Capital Markets  July 2008 - July 2009
Touchstone Investments   May 2007 - August 2007

Skills
Hedge Funds

Education
DePauw University   2004 — 2008
Bachelor of Arts, Economics

Bishop Fenwick High School   2000 — 2004

Christian Mango, AIF®, AIFA® Christian Mango, AIF®, AIFA® Greater Boston Area Details
Christian Mango, AIF®, AIFA®'s Touchstone Investments Experience August 2006 - April 2007
Job Vice President at BlackRock
Industry Investment Management
Experience
BlackRock  June 2010 - Present
Pioneer Investments  April 2007 - May 2010
Touchstone Investments   August 2006 - April 2007
IXIS Asset Management  November 2004 - August 2006
Salomon Smith Barney  April 1996 - September 2001

Education
Boston College - Wallace E. Carroll Graduate School of Management   2003 — 2005
MBA, Finance

Lehigh University   1991 — 1995
BA, Economics

Lehigh University - College of Business and Economics   1991 — 1995
BA, Economics

Blair Academy   1990 — 1991

Darien High School   1986 — 1990

Chris Hempel, CFA Chris Hempel, CFA Cincinnati Area Details
Chris Hempel, CFA's Touchstone Investments Experience September 2005 - June 2007
Job Vice President, Senior Institutional Client Advisor at PNC
Industry Financial Services
Experience
PNC  February 2011 - Present
Morgan Stanley Smith Barney  July 2007 - January 2011
Touchstone Investments   September 2005 - June 2007
Smith Barney  September 1998 - August 2005
Smith Barney Consulting Group  May 1996 - August 1998

Skills
Portfolio Management, Performance Attribution, Due Diligence, Institutional, Asset Allocation, Performance Measurement, Institutional Investors, Investment Policy, Fund Analysis, Risk Management, Mutual Funds, ETFs, Factset, Portfolio Strategy, Excel, PowerPoint, Morningstar, Thomson One, Investment Strategies

Education
State University of New York College at Buffalo
BS, Business Administration/Finance

John Fremont-Smith John Fremont-Smith Washington D.C. Metro Area Details
John Fremont-Smith's Touchstone Investments Experience August 2001 - October 2006
Job Vice President, Investment Consultant at Calamos
Industry Financial Services
Experience
Calamos Investments  June 2013 - Present
Dreyfus  November 2006 - June 2013
Touchstone Investments   August 2001 - October 2006
MFS Investment Management  April 2000 - August 2001
Fidelity Investments  October 1998 - March 2000
Pitney Bowes  January 1998 - September 1998

Skills
Mutual Funds, Series 7, Investments, Retirement Planning, Series 63, Series 6, Financial Services, Separately Managed..., Financial Advisory, Series 65, New Business Development, Variable Annuities, Sales, Wealth Management, Leadership

Education
Boston University   1993 — 1998
Bachelor of Arts

Barrett Driggett Barrett Driggett Cincinnati Area Details
Barrett Driggett's Touchstone Investments Experience October 2006 - Present
Job Senior Regional Sales Specialist
Industry Financial Services
Experience
Touchstone Investments   October 2006 - Present
Fidelity Investments  August 2001 - October 2006
Fidelity Investments  May 2000 - July 2001
Washington Mutual Finance  December 1998 - May 2000

Skills
Investments, Mutual Funds, Series 63, Series 7, Asset Allocation, Portfolio Management, Retirement Planning, Wealth Management, Sales, Asset Management, Real Estate, Cincinnati Area Board..., National Association of...

Education
Thomas More College
B.A, Business Administration, Magna Cum Laude

University of Cincinnati
Associate, Business Finance

Andrea Chambers Ernst Andrea Chambers Ernst Cincinnati Area Details
Andrea Chambers Ernst's Touchstone Investments Experience February 2013 - Present
Job Portfolio Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank  July 2015 - Present
Touchstone Investments   February 2013 - Present
Fidelity Investments  July 2011 - January 2013
AXA Advisors, LLC  March 2010 - May 2011
Edward Jones  June 2009 - February 2010

Education
University of Cincinnati   2004 — 2009
Bachelor of Business Administration

University of Cincinnati College of Business   2004 — 2009

Nancy Harbert Nancy Harbert Cincinnati Area Details
Nancy Harbert's Touchstone Investments Experience Franchise Sales SpecialistFifth Third Bancorp2003 - 2006
Job Senior Marcom Analyst at Touchstone Investments
Industry Financial Services
Experience
Touchstone Investments   Franchise Sales SpecialistFifth Third Bancorp2003 - 2006

Education
State University of New York - System   1999 — 2001

Joe Melcher, CPA Joe Melcher, CPA Greater Philadelphia Area Details
Joe Melcher, CPA's Touchstone Investments Experience February 2010 - September 2012
Job Chief Compliance Officer at Hartford Funds
Industry Investment Management
Experience
Hartford Funds  September 2012 - Present
Touchstone Investments   February 2010 - September 2012
Touchstone Investments and IFS Financial Services, Inc.   January 2003 - February 2010
CUNA Brokerage Services, Inc.   January 2000 - January 2003
Prudential Financial  June 1997 - December 1999

Skills
Mutual Funds, FINRA, Securities Regulation, Policy, Internal Audit

Education
Auburn University
MBA, Finance

University of Minnesota-Twin Cities
BA, Economics

Jeff Schilling Jeff Schilling Cincinnati Area Details
Jeff Schilling's Touchstone Investments Experience December 2007 - December 2010
Job Vice President of Finance at ESeniorlife
Industry Financial Services
Experience
eSeniorLife LLC   August 2011 - Present
Chase  February 2011 - August 2012
Touchstone Investments   December 2007 - December 2010
Allstate Insurance  July 2006 - December 2007
AXA Advisors  April 2005 - June 2006
PNC Investments  January 2004 - April 2005
The Financial Network Group ,Ltd.   January 1996 - January 2004
Hibbard Brown / H.J. Meyers   October 1988 - December 1995

Skills
Wealth Management, Retirement, Series 7, Series 63, Series 6, Insurance, Fixed Annuities, Investments, Uniform Combined State..., 401k, Financial Advisory, Investment Advisory, Financial Services, New Business Development, Sales, Asset Allocation, Financial Analysis, Selling, Mortgage Lending, Loans, Management, Estate Planning, Marketing

Education
University of Cincinnati   1981 — 1986
BA, Communication and Media Studies

Elder   1976 — 1980

Tom Benton Tom Benton Carlsbad, California Details
Tom Benton's Touchstone Investments Experience September 2005 - November 2008
Job Managing Director at Destra Capital
Industry Investment Management
Experience
Destra Capital  October 2012 - Present
Prudential Financial  November 2008 - December 2011
Touchstone Investments   September 2005 - November 2008
BlackRock  April 2004 - May 2005
Pioneer Investments  January 2003 - April 2004
MFS Investment Management  June 1998 - December 2001

Skills
Series 63, Investments, Asset Allocation, Retirement, Mutual Funds, Series 7, Retirement Planning, Asset Managment, Investment Strategies, Investment Management, Series 6, Portfolio Management, Financial Advisory

Education
Westfield State College   1994 — 1995
Liberal Arts

Massachusetts College of Liberal Arts   1990 — 1993
Transfered To Westfield State College

Andre Ramon Rickman Andre Ramon Rickman Cincinnati Area Details
Andre Ramon Rickman's Touchstone Investments Experience July 2015 - Present
Job Compliance Surveillance Analyst at Touchstone Investments
Industry Financial Services
Experience
Touchstone Investments   July 2015 - Present
Fidelity Investments  January 2015 - July 2015
Fidelity Investments  October 2014 - January 2015
Fidelity Investments  April 2014 - October 2014
Department of Public Advocacy (Kentucky Innocence Project)   August 2012 - May 2013
University of Kentucky College of Law Legal Clinic   August 2012 - December 2012
20th Judicial Circuit , Fort Myers, FL   May 2012 - August 2012
Fayette County Circuit Court  January 2012 - May 2012
Commonwealth of Kentucky  May 2011 - August 2011
Walgreens  January 2008 - August 2010

Education
University of Kentucky   2010 — 2013
Doctor of Law (JD), Law

University of Florida   2003 — 2007
Bachelor of Science (BS), Journalism

Greg Vinje Greg Vinje Cincinnati Area Details
Greg Vinje's Touchstone Investments Experience 1998 - 2006
Job SVP, Business Development at Transamerica
Industry Financial Services
Experience
Transamerica Capital, Inc  June 2013 - Present
PNC Capital Advisors  October 2006 - June 2013
Allegiant Asset Management  October 2006 - February 2010
Touchstone Investments   1998 - 2006
Countrywide Investments   1997 - 1999
Protective Life  1996 - 1998

Skills
Mutual Funds, Investments, Asset Managment, Leadership, Management, Marketing, Asset Management, Series 7, Series 63, Wealth Management, Asset Allocation, Relationship Management, Portfolio Management, Alternative Investments, Retirement Planning, Investment Advisory, Securities, Series 6, Separately Managed...

Education
Northern Kentucky University   1991 — 1995

The Ohio State University   1990 — 1991
Business

Michael S. Jones Michael S. Jones Cincinnati Area Details
Michael S. Jones's Touchstone Investments Experience April 2013 - Present
Job Sales Desk Manager at Touchstone Investments, a member of Western & Southern Financial Group
Industry Financial Services
Experience
Touchstone Investments   April 2013 - Present
Touchstone Investments   May 2010 - April 2013
Protective Life Insurance Company  February 2008 - May 2010
Total Quality Logistics  June 2007 - February 2008
The Kroger Company  June 2006 - June 2007

Education
Ohio University   2002 — 2006
Bachelor, Political Science/History

Sycamore HS   1998 — 2002

P.J. Schiano P.J. Schiano Cincinnati Area Details
P.J. Schiano's Touchstone Investments Experience 2001 - 2004
Job Senior Account Director
Industry Printing
Experience
Arnold Printing   June 2004 - Present
Touchstone Investments   2001 - 2004
Fidelity Investments  2001 - 2002

Skills
Sales Presentations, Sales, Territory Management, Series 63, New Business Development, Marketing Strategy, Direct Marketing, Relationship Management, Series 7, Color Management, Digital Printing, Print On Demand, Offset Printing, Wide Format Printing, Direct Mail, Variable Data Printing, Key Account Management

Education
College of the Holy Cross   1997 — 2001

Ken Fish Ken Fish Greater New York City Area Details
Ken Fish's Touchstone Investments Experience March 2014 - Present
Job RVP Touchstone Investments
Industry Financial Services
Experience
Touchstone Investments   March 2014 - Present
Huntington Funds   2009 - March 2014
Fidelity Investments  2000 - 2009

Education
University of Rhode Island   1995 — 1999
B.S., Business Adminstration

Bruce Palm Bruce Palm Greater Minneapolis-St. Paul Area Details
Bruce Palm's Touchstone Investments Experience December 2008 - August 2012
Job Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman  August 2012 - Present
Touchstone Investments   December 2008 - August 2012
Touchstone Investments   August 2007 - August 2012
RBC Capital Markets  July 1998 - January 2007
US Army  1989 - 1991

Education
University of Minnesota-Twin Cities
BA, History

Brad Lambers Brad Lambers Cincinnati Area Details
Brad Lambers's Touchstone Investments Experience March 2015 - Present
Job Data Analytics / Technology Project Manager
Industry Financial Services
Experience
Touchstone Investments   March 2015 - Present
Touchstone Investments   December 2006 - March 2015
Touchstone Investments   2006 - 2008
Fidelity Investments  2004 - 2006
Sherwin-Williams Paints  June 2000 - September 2004

Education
University of Cincinnati   1995 — 2000
Bachelor of Business Administration (B.B.A.), Marketing

Drew Gehler Drew Gehler Cincinnati Area Details
Drew Gehler's Touchstone Investments Experience January 2004 - September 2005
Job Executive Recruiter / Account Manager
Industry Mechanical or Industrial Engineering
Experience
trustaff  September 2013 - Present
trustaff  August 2006 - December 2012
Cincinnati Convertors, Inc.   October 2005 - July 2006
Touchstone Investments   January 2004 - September 2005
American Express  April 2003 - December 2003
The David J. Joseph Co.   March 1997 - November 2002

Skills
Key Account Development, Negotiation, Sales Operations, Project Management, Account Management, New Business Development, Sales, Sales Management, Logistics, Logistics Management, Operations Management, Operational Planning, Customer Acquisition, Customer Service, Customer Retention, Customer Satisfaction, Purchasing, Purchasing Negotiation, Purchase Contracts, Recruiting, Marketing, Cold Calling, Process Improvement, Leadership, Training, Permanent Placement, Management, Talent Acquisition

Education
University of Cincinnati   1989 — 1994
B.A., Political Science

Walnut Hills High School   1983 — 1989

John Nealson John Nealson Greater Denver Area Details
John Nealson's Touchstone Investments Experience 2007 - Present
Job Regional Vice President at Touchstone Investments
Industry Financial Services
Experience
Touchstone Investments   2007 - Present
Old Mutual  2006 - 2007
Nealson Investments   2003 - 2006
Eagle Global Logistics  2002 - 2003
Emery Worldwide  2000 - 2002
PepsiCo  1992 - 2000

Skills
CRM, Sales Operations, Leadership, Sales, Selling, Management, Marketing, Investments, Sales Management, Portfolio Management, Business Planning, Mutual Funds, Alternative Investments, Customer Retention, International Sales, Financial Advisory, Investment Management, Series 63, Separately Managed..., Series 7

Education
Oklahoma State University

Tim Paulin, CFA Tim Paulin, CFA Cincinnati, Ohio Details
Tim Paulin, CFA's Touchstone Investments Experience March 2010 - Present
Job Senior Vice President, Investment Research and Product Management at Touchstone Investments
Industry Financial Services
Experience
Touchstone Investments   March 2010 - Present
Klein Decisions, Inc.   January 2003 - March 2010
RBC Wealth Management  1992 - 2002
Merrill Lynch  October 1988 - December 1991

Education
Georgia State University - J. Mack Robinson College of Business
MBA

The University of Georgia
BBA, Finance

Jonathan Weikert Jonathan Weikert Cincinnati Area Details
Jonathan Weikert's Touchstone Investments Experience October 2010 - September 2013
Job Senior Institutional Business Development Analyst at Fund Evaluation Group, LLC
Industry Financial Services
Experience
Fund Evaluation Group, LLC  September 2013 - Present
Touchstone Investments   October 2010 - September 2013
Touchstone Investments   September 2008 - October 2010
Protective Life  May 2005 - September 2008
Protective Life  May 2005 - September 2008

Skills
Mutual Funds, Equities, Asset Management, Series 7, Fixed Annuities, Relationship Management, Retirement, Insurance, Series 63, Securities, Financial Services

Education
Xavier University - Williams College of Business   2007 — 2008
MBA, Business

University of Cincinnati   2002 — 2005
BA, Organizational Leadership

Christian Feduchak Christian Feduchak Cincinnati, Ohio Details
Christian Feduchak's Touchstone Investments Experience 1998 - 2001
Job Experienced Director of National Accounts & Business Development
Industry Financial Services
Experience
Todd Asset Management LLC  July 2001 - May 2014
Touchstone Investments   1998 - 2001
Prudential Securities, Inc.   July 1996 - August 1998
The Chicago Corporation  October 1991 - July 1996

Skills
Separately Managed..., Managed Accounts, Unified Managed Accounts, Investment Strategies, National Accounts, Series 7, Investments, Wealth Management, Series 63, ETFs, National Accounts Sales, Mutual Funds, Asset Management, Asset Allocation, Investment Advisory, Consultative Selling, New Business Development, Managing Accounts, Portfolio Management, Equities, Finance, Alternative Investments, Financial Advisory

Education
Ohio University   1985 — 1990
Bachelor's Degree, Communications

Kurt Tesdall Kurt Tesdall Dallas/Fort Worth Area Details
Kurt Tesdall's Touchstone Investments Experience 2006 - 2010
Job RVP at Resource Real Estate
Industry Financial Services
Experience
Resource Real Estate  July 2014 - Present
ATEL Securities Corporation  April 2012 - July 2014
KBR Capital Markets   January 2012 - April 2012
Noble Royalties   April 2010 - January 2012
Touchstone Investments   2006 - 2010
Sunlife Financial  July 2003 - January 2006
Genworth Financial  February 2000 - June 2003
H.D. Vest Financial Services   1998 - 2000

Skills
Mutual Funds, Investments, Annuities, Insurance, Financial Advisory, Asset, Annuity, Retirement, Securities, Asset Allocation, Asset Management, Financial Services, Fixed Annuities, Retirement Planning, Series 6, Series 63, Series 7, Wealth Management

Education
Texas A&M University   1989 — 1996
BS in Poli-, Polisci

Texas A&M University   1989 — 1996
BS, Politicol Science

Jake A. King, CSA Jake A. King, CSA Greater Boston Area Details
Jake A. King, CSA's Touchstone Investments Experience 2004 - 2007
Job Vice President, Intermediary Sales at Schwab Institutional
Industry Financial Services
Experience
Charles Schwab  August 2009 - Present
SunAmerica Asset Management  July 2007 - February 2009
Touchstone Investments   2004 - 2007
Conseco  1999 - 2003
4086 Advisors (Formerly Conseco Capital Managment)   1999 - 2003
State Street Research  1995 - 1999

Education
Roanoke College   1989 — 1993
BA, Political Science

Linda Fieger Linda Fieger Cincinnati Area Details
Linda Fieger's Touchstone Investments Experience January 1985 - June 1996
Job VP, Information Management Tech at Western & Southern Financial Group
Industry Information Technology and Services
Experience
Western & Southern Financial Group  April 2003 - Present
Western & Southern Financial Group  September 1968 - Present
Western & Southern Financial Group  June 1996 - April 2002
Touchstone Investments   January 1985 - June 1996

Skills
Annuities, Insurance, Product Management, Vendor Management, Process Improvement, Annuity, Business Analysis, Analysis, Financial Services, SDLC, Banking, Management, Requirements Analysis, CRM, Fixed Annuities, Risk Management, IT Strategy, Program Management

Education
Northern Kentucky University   1978 — 1984

Sullivan University   1972 — 1975

Thomas Singler Thomas Singler Cincinnati, Ohio Details
Thomas Singler's Touchstone Investments Experience September 2014 - Present
Job Associate Strategy Specialist at Touchstone Investments
Industry Financial Services
Experience
Touchstone Investments   September 2014 - Present
Touchstone Investments   January 2012 - September 2014
Fidelity Investments  January 2011 - January 2012
J.P. Morgan   October 2010 - January 2011
Citizens Banking Company  April 2010 - October 2010

Education
University of Dayton   2005 — 2009
BSBA, Finance

Nick Lambropoulos Nick Lambropoulos Baltimore, Maryland Area Details
Nick Lambropoulos's Touchstone Investments Experience January 2008 - January 2011
Job Regional Vice President at AmericaFirst Capital Management, LLC
Industry Financial Services
Experience
AmericaFirst Capital Management, LLC   September 2015 - Present
MANI, LLC   January 2011 - August 2015
Touchstone Investments   January 2008 - January 2011
MANI,LLC   January 2006 - December 2007
National City Bank/Allegiant Mutual Funds   2003 - 2006
Guardian Investor Services  2001 - 2003
Long Bow Capital Management   2000 - 2001
Monument Funds Group   1997 - 2000
Prudential Financial  1990 - 1996

Skills
Mutual Funds, Hedge Funds, Financial Services, Fixed Annuities, Separately Managed..., Insurance, Sales, Selling, Sales Operations, Series 7, Marketing, Series 63, Alternative Investments, Asset Allocation, Retirement Planning, Investments, Asset Management

Education
Towson University   1978 — 1982
Business Administration

Patrick Bannigan Patrick Bannigan Kansas City, Missouri Area Details
Patrick Bannigan's Touchstone Investments Experience 2002 - 2004
Job Executive Vice President & Chief Financial Officer at American Century Investments
Industry Investment Management
Experience
American Century Investments  November 2012 - Present
National Endowment for Financial Education  December 2013 - Present
USAA Funds Board of Directors   August 2012 - November 2012
Columbia Management (formerly RiverSource Investments)   October 2006 - June 2010
Morgan Stanley Investment Management  February 2004 - October 2006
Touchstone Investments   2002 - 2004
Evergreen Investments  1995 - 2002

Education
Oklahoma City University School of Law   1990 — 1993
JD

Guilford College   1984 — 1988
BS

Josh Kelly Josh Kelly Cincinnati Area Details
Josh Kelly's Touchstone Investments Experience May 2009 - July 2014
Job Territory Manager Cincinnati East
Industry Pharmaceuticals
Experience
Horizon Pharma, Inc.   2014 - Present
Touchstone Investments   May 2009 - July 2014

Skills
Series 63, Mutual Funds, Series 7, Investments, Relationship Management, Sales

Education
Northern Kentucky University
Bachelor of Arts (B.A.), Philosophy

Jason Fohr Jason Fohr Greater Nashville Area Details
Jason Fohr's Touchstone Investments Experience October 2005 - July 2010
Job Business Development Wind Industry at ITLLLC.
Industry Renewables & Environment
Experience
International Tower Lighting, LLC   June 2011 - Present
Touchstone Investments   October 2005 - July 2010
ALLSTATE FINACIAL   March 2004 - October 2005
USALLIANZ   February 2003 - February 2004
AEGON GROUP Transamerica Capital   January 1994 - January 2002

Skills
Renewable Energy, Strategy, Solar Energy, Cleantech, Sustainable Energy, Energy Efficiency, Photovoltaics, Power Generation, Contract Negotiation, Energy Management, Due Diligence, Project Finance, Smart Grid, Alternative Investments, 401k, Start-ups, Sustainability, Business Strategy, Wind Turbines, Contract Management, Marketing, International Sales, Sales Operations

Education
Florida State University - College of Business   1992 — 1993
BS, Finance

Jill Foley Jill Foley Cincinnati Area Details
Jill Foley's Touchstone Investments Experience March 2008 - August 2013
Job UX Developer
Industry Online Media
Experience
Fusion Alliance  June 2015 - Present
Freelance  March 2014 - Present
New Track Media  September 2013 - March 2014
Touchstone Investments   March 2008 - August 2013
IFS Financial Services  November 2005 - March 2008
IFS Financial Services  February 2005 - November 2005
Columbus Life Insurance Company  January 2004 - February 2005

Skills
HTML, CSS3, Responsive Web Design, Mobile Design, User Interface Design, User Experience, Website Development, Adobe Creative Suite, Dreamweaver, Photoshop, Mac OS, Flash Animation, Web Analytics, Campaign Management, Project Management, Digital Marketing, CSS, Web Design, E-commerce, Information Architecture, Marketing, Online Marketing, WordPress, CMS

Education
Penn State University   1997 — 2001
Bachelor of Science (BS), Business Management

Marina Capobianco Marina Capobianco Miami Beach, Florida Details
Marina Capobianco's Touchstone Investments Experience 2002 - 2004
Job Director of Finance at FirstService Financial, Inc.
Industry Financial Services
Experience
FirstService Financial, Inc.   January 2014 - Present
Miami Marlins, L.P.   July 2011 - October 2013
Clearbrook Global Advisors, LLC  March 2007 - July 2011
Freedom Mortgage  November 2005 - March 2007
PNC  September 2004 - November 2005
Touchstone Investments   2002 - 2004
Sutro & Co  1994 - 1998

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Budgets, Strategic Planning, Microsoft Dynamics ERP, Financial Analysis, Financial Reporting, Forecasting, Intercompany Accounts, Staff Management, Project Management, Financial Modeling, Accounting

Education
University of Massachusetts Boston
Master of Business Administration (MBA), Finance & Accounting

Purdue University
Bachelor of Science (B.S.), Accounting and Finance;minor in Economics

Michael Connell CIMA Michael Connell CIMA Portland, Oregon Area Details
Michael Connell CIMA's Touchstone Investments Experience November 2011 - Present
Job Vice President Regional Manager at Touchstone Investments
Industry Investment Management
Experience
Touchstone Investments   November 2011 - Present
Foxhall Capital Management  June 2010 - November 2011
Goldman Sachs Asset Management  May 2007 - June 2010
Alliance Bernstein Investments   2003 - 2007

Skills
Portfolio Management, Mutual Funds, Series 7, Investments, Series 63, Asset Management, Alternative Investments, Asset Allocation, Financial Analysis, Financial Services, Relationship Management, Equities, Series 65, Series 6, CIMA

Education
University of Pennsylvania - The Wharton School
Certified investment Management Analyst

Pacific Lutheran University   1996 — 1997
MBA, Marketing

University of Dayton   1983 — 1987
Bachelor of Science, Mechanical Engineering

Natalie Navellier Natalie Navellier Houston, Texas Area Details
Natalie Navellier's Touchstone Investments Experience February 2014 - Present
Job Regional Vice President at Touchstone Investments
Industry Financial Services
Experience
Touchstone Investments   February 2014 - Present
Touchstone Investments   August 2010 - Present
Gratus Capital Mangement- RIA   February 2009 - May 2010

Education
Emory University
Bachelor of Arts (B.A.), Economics

Xavier University - School of Business Administration
MBA, International Business

Xavier University, Williams College of Business Emory University
Masters of Business Administration; Bachelor of Arts, Economics

John Metcalfe John Metcalfe Cincinnati Area Details
John Metcalfe's Touchstone Investments Experience November 2014 - Present
Job Regional Sales Specialist at Touchstone Investments
Industry Financial Services
Experience
Touchstone Investments   November 2014 - Present
Ohio National Financial Services  August 2006 - June 2014

Skills
Financial Services, Sales, Variable Annuities, Fixed Annuities, Investment Portfolio, Marketing, Life Insurance

Education
University of Dayton   2002 — 2006
Bachelor of Arts (B.A.)

Darren Cacace Darren Cacace Greater New York City Area Details
Darren Cacace's Touchstone Investments Experience August 2000 - April 2004
Job Wells Fargo Home Mortgage Consultant NMLSR#448839 Mobile: 2034489732
Industry Financial Services
Experience
Wells Fargo Home Mortgage  January 2011 - Present
Interface  March 2010 - February 2011
Efficient Lighting Consultants   March 2009 - March 2010
Homes of Charlotte Realty   May 2004 - March 2009
REMAX Platinum Brokers   November 2007 - January 2009
DCD Group   May 2004 - June 2008
Touchstone Investments   August 2000 - April 2004
Pilgrim Capital (ING)   August 1999 - May 2000
Northstar Investments   July 1997 - August 1999

Education
West Virginia University   1994 — 1997
BS, Sport Psychology

University of New Hampshire

Amanda Atwood Amanda Atwood Cincinnati, Ohio Details
Amanda Atwood's Touchstone Investments Experience July 2005 - March 2012
Job Independent Consultant at Gold Canyon Candle
Industry Retail
Experience
Gold Canyon Candle  January 2012 - Present
Touchstone Investments   July 2005 - March 2012

Education
Cincinnati State Technical and Community College   2001 — 2004
Associate's degree, Computer/Information Technology Administration and Management