ValMark Securities
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ValMark Securities Employees
Castrol January 2014 - Present
BP - Castrol Industrial January 2012 - January 2014
Castrol 2013 - 2013
Castrol February 2012 - May 2012
ValMark Securities, Inc January 2011 - January 2012
ValMark Securities January 2010 - January 2012
The University of Akron March 2010 - May 2011
University of Akron March 2010 - May 2011
The UPS Store December 2004 - May 2011
Findley Davies November 2009 - August 2010
Skills
Excel, Microsoft Office, PowerPoint, Word, Access, Salesforce.com, Sales Presentations, Cost Saving Projects, Presentation Development, Microsoft Excel, Microsoft Word, CRM, Sales, Marketing, Management, Account Management, Sales Operations, Analysis, Project Planning, Finance, Manufacturing, Forecasting
Education
The University of Akron 2005 — 2011
BSBA, Corporate Financial Management
The University of Akron 2005 — 2010
BSBA, e-Marketing/Advertising
Nicholson & Company, PLLC August 2010 - Present
ValMark Securities May 2006 - June 2010
Education
The University of Southern Mississippi 2001 — 2002
Master of Business Administration (M.B.A.), Accounting and Finance
University of Mississippi - School of Business Administration 1991 — 1995
Bachelor's Degree, Finance, General
Emerald Performance Materials January 2014 - Present
Shearer's Foods, Inc. April 2013 - January 2014
L'Oréal December 2011 - April 2013
The Timken Company May 2011 - December 2011
The Lubrizol Corporation January 2011 - May 2011
ValMark Securities June 2010 - December 2010
Skills
Microsoft Excel, Financial Analysis, Access, PowerPoint, Accounting, Microsoft Word, SAP, Outlook, Microsoft Office, Strategic Financial..., Budgets, Financial Modeling, Accounts Receivable, Financial Reporting, Cost Benefit, Tax, Negotiation, Management, Inventory Management, Forecasting, Finance, Leadership, Cross-functional Team..., Training, Project Planning
Education
The University of Akron 2008 — 2011
BSBA, Finance, Corporate Financial Management
ValMark Securities May 2015 - Present
design x nine January 2015 - Present
Sherwin Williams November 2013 - Present
Skills
Graphic Design, Web Design, Photoshop, Illustrator, InDesign, Photography, Dreamweaver, Lightroom, Typography, Web Development, CSS, HTML, Layout, Logo Design
Education
The University of Akron 2012 — 2016
Bachelor of Fine Arts (B.F.A.), Graphic Design
Embrace Pet Insurance September 2015 - Present
UnitedHealth Group March 2015 - August 2015
Jewish Federation of Cleveland September 2014 - February 2015
US Endoscopy April 2010 - August 2014
ValMark Securities June 2006 - April 2010
Beachwood Systems Consulting, Inc. June 1999 - June 2006
Skills
Business Analysis, SharePoint, Process Improvement, Project Management, Cross-functional Team..., Leadership, Technical Writing, VB.NET, Business Intelligence, SSRS, SSIS
Education
Colorado State University 2011 — 2015
Master of Business Administration (M.B.A.), Project Management, IT Certificate
Kent State University
Bachelor of Arts (B.A.), International Relations and Affairs
CBIZ MHM, LLC August 2014 - Present
SS&G October 2013 - August 2014
University of Akron August 2011 - May 2013
CBIZ MHM, LLC January 2013 - April 2013
ValMark Securities May 2012 - August 2012
CBIZ MHM, LLC January 2012 - April 2012
Community Legal Aid Services June 2011 - August 2011
CBIZ MHM, LLC January 2010 - April 2010
CBIZ MHM, LLC January 2009 - April 2009
Education
The University of Akron College of Business Administration 2011 — 2013
Master Business Administration, Finance, General
University of Akron School of Law 2010 — 2013
Juris Doctor
The University of Akron College of Business Administration 2007 — 2009
Bachelor of Science, Accounting
ValMark Securities July 2013 - Present
Cohen & Company September 2000 - June 2013
Skills
Corporate Tax, CPA, Tax, Tax Accounting, Tax Preparation, Income Tax, Accounting, Tax Returns, Tax Advisory
Education
The University of Akron 2001 — 2004
M Tax, Taxation
Kent State University 1997 — 2000
Bachelor of Science, Accounting
Chapman & Chapman Advisors August 2002 - Present
ValMark Securities October 2002 - December 2005
Chapman & Chapman, Inc. November 1982 - June 2003
Nathan & Lewis Securities January 1999 - September 2002
Aetna October 1993 - January 1999
Arthur Anderson & Co September 1970 - September 1982
Education
Case Western Reserve University 1974 — 1976
Doctor of Law (JD), Law
University of Michigan 1968 — 1970
MBA, Finance
University of Virginia 1964 — 1968
BSC, Accounting
Omaha World-Herald May 2013 - Present
Daily Nebraskan August 2012 - May 2013
Three Pillars Media December 2012 - January 2013
ValMark Securities May 2012 - August 2012
Cornerstone Printing & Imaging September 2011 - June 2012
Skills
Social Media, Marketing Communications, Social Media Marketing, Adobe Creative Suite, InDesign, Advertising, Newspaper Sales, Online Sales, Face to Face Sales, Public Relations, Leadership, Video, Facebook, Corporate Communications, Editing, Sales, Social Networking, Blogging
Education
University of Nebraska-Lincoln 2009 — 2013
Advertising and Public Relations
Mounds View High School 2005 — 2009
ValMark Securities February 2014 - Present
Hotel Monaco Alexandria March 2011 - February 2014
Kimpton Hotels & Restaurants February 2010 - April 2011
Lorien Hotel & Spa January 2009 - February 2010
Bank of America January 2008 - January 2009
Bellagio Resort & Casino August 2006 - October 2007
Skills
Catering, Event Planning, Weddings, Hotels, Meeting Planning, Hospitality, Hospitality Management, Hospitality Industry, Food & Beverage, Corporate Events, Event Management, Restaurants, Front Office, Banquets, Wedding Planning, Budgets, Management, Menu Development, Food, Customer Service, Convention Services, Marketing Communications, Pre-opening, Fine Dining, Parties, Coordinating Events, Pre-opening experience, Social Networking, Casino, Hotel Management, Trade Shows, Delphi, Tourism, Resorts
Education
Ohio University 2002 — 2006
Bachelor of Science (B.S.), Health and Human Services; Hearing; Speech and Language Science
ValMark Securities February 2014 - Present
Aleris June 2013 - November 2013
First Investors May 2012 - August 2012
Franklin's Finishes June 2010 - August 2010
Smith's Repair September 2009 - January 2010
Duck Inn Café November 2007 - January 2008
Skills
Customer Service, Strategic Financial..., Social Media, Financial Analysis, Lotus Notes, Oracle Applications, Data Analysis, Microsoft Excel, Sales, PowerPoint, Management
Education
The University of Akron 2010 — 2014
Bachelor of Arts, Corporate Finance
The University of Akron 2010 — 2014
Minor, Economics
HeroSearch.org 2014 - Present
John Hancock Life Insurance Company (U.S.A.) 2008 - Present
TCAHOU 2003 - May 2011
Association of Home Office Underwriters (AHOU) 2006 - 2011
ValMark Securities April 2007 - March 2008
Prudential Financial July 2004 - March 2007
Catholic Aid Association April 2002 - July 2004
ING Reliastar February 1999 - June 2002
Stearns County MN 1995 - 1997
Care Transportation 1987 - 1995
Skills
Insurance, Underwriting, Customer Relations, Mentoring, Negotiation, EKG Interpretation, Marketing Strategy, Business Strategy, Business Analysis, Business Planning, Strategic Planning, Social Entrepreneurship, Business Concept..., Collaborative Leadership, Life Insurance, Leadership, Customer Service, Term Life Insurance, EKG, Training, Finance, Disability Insurance, Long-term Care, Health Insurance
Education
University of St. Thomas - Opus College of Business 2009 — 2015
MBA, Business
University of Saint Thomas Center for Business Excellence
Institute for Executive Director Leadership - Certificate
St. Cloud State University 1989 — 1993
Bachelor of Arts, Latin American Studies, Spanish, International Relations
Universidad del Norte 1990 — 1991
Spanish
Saint Cloud Cathedral High School
ValMark Securities February 2012 - Present
Lincoln Financial Advisors December 2007 - January 2012
Chase Bank August 2005 - November 2007
Skills
Retirement Planning, Investments, Strategic Financial..., Fixed Annuities, Estate Planning, Wealth Management, Variable Annuities, Retirement, Disability Insurance, Long Term Care Insurance, Finance, Mutual Funds, Series 7, Asset Allocation, Risk Management, Investment Strategies, ETFs, Longevity, Life Insurance, Investment Advisory, Securities
Education
College for Financial Planning 2010 — 2011
CFP(R), Finance and Financial Management Services
College for Financial Planning 2008 — 2008
CRPC (R), Finance and Financial Management Services
The Ohio State University - The Max M. Fisher College of Business 2000 — 2004
BSBA, Finance
Archbishop Hoban High School 1996 — 2000
Old Carolina Barbecue Company April 2014 - Present
ValMark Securities January 2013 - August 2013
Sheer Style January 2006 - December 2012
Pilot Catastrophe Service October 2012 - November 2012
MCM Foundation, Inc. August 2008 - May 2009
Tri-C Construction Company, Inc March 2003 - July 2008
Skills
Events Coordination, Corporate Events, Meeting Planning, Conference Coordination, Conference Production, Stage Management, Festivals, Creative Problem Solving, Creativity, Vendor Contracts, Contract Negotiation, Vendor Relationships, Attendee Registration, Public Relations, Customer Experience, Customer Service, Office Administration, Document Drafting, Letter Writing, Creative Writing, Reporting & Analysis, Microsoft Excel, PowerPoint, Entrepreneurship, Highly motivated..., Thinking Outside The Box, Flexibility, Close Attention to..., Highly resourceful, Highly Reliable, Social Skills, Friendly Personality, Dedicated Professional, Passion for Success, Passion for Quality, Morality, Values, Dependable Team Player, Event Planning, Event Producing, Coordinating Events, Adobe Acrobat, Volunteer Management, Public Speaking
Education
The University of Akron 2010 — 2010
Psychology
Kent State University 1994 — 1996
Theatre/Theater
ValMark Securities September 2014 - Present
ValMark Securities August 2013 - September 2014
ValMark Securities August 2012 - August 2013
Valmark Securities May 2011 - August 2012
Skills
Financial Modeling, Microsoft Excel, Compliance, Finance, PowerPoint, Series 7, Series 24, Customer Service, Broker-Dealer, Social Media, Microsoft Word, Financial Services
Education
The University of Akron 2008 — 2012
Bachelor of Science (B.S.), Financial Planning and Services
NLC Loans 2015 - Present
ValMark Securities 2009 - 2014
National City Bank November 2007 - December 2009
National City Bank 2006 - 2007
Moen Incorporated 2006 - 2006
Moen, Incorporated 2000 - 2006
The Little Tikes Company 1996 - 1999
Skills
Leadership, Management, Strategic Planning, Mentoring Of Staff, Organizational Culture, Capital Budgeting, Change Management, Thrive in..., Business Efficiency, Public Speaking, Cloud Computing, Virtualization, Business Strategy, Business Development, Process Improvement, Business Analysis, Project Planning, Enterprise Software, Financial Services, Contract Negotiation, Project Management, Time Management, IT Strategy, Executive Management, Disaster Recovery, Troubleshooting, ITIL, IT Management, Integration, Business Intelligence, Team Leadership, Six Sigma, Strategy
Education
Kent State University 1991 — 1995
Bachelor of Science (BS), Education
Wooddale Church June 2015 - Present
Bethel University August 2013 - May 2015
Bethel University December 2012 - May 2015
Self-employed May 2012 - January 2015
WebMovement, LLC May 2014 - August 2014
Bethel University September 2013 - May 2014
Bethel University Student Government May 2013 - May 2014
ValMark Securities May 2013 - February 2014
Gap Inc. October 2011 - August 2013
Skills
Graphic Design, Adobe Creative Suite, Art, InDesign, Marketing, Microsoft Office, Social Media, Illustrator, Photoshop, Magazines, Magazine Design, WordPress
Education
Bethel University 2011 — 2015
Bachelor of Arts (B.A.), Art / Graphic Design / Business (Marketing), Senior
Maranatha Christian Academy 2008 — 2011
ValMark Securities May 2013 - Present
Sequoia Financial Group January 2013 - May 2013
DFAS - Defense Finance and Accounting Service May 2012 - August 2012
Kent State University Department of Resident Services January 2011 - February 2012
International Co-operative Alliance August 2010 - December 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Research, Customer Service, Teamwork, Time Management, Access, Leadership, Microsoft CRM, Fusion, Process Improvement, Event Planning
Education
Kent State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Minor: International Business
Garfield Heights High School 2004 — 2008
Diploma with Honors, College Preparation
State Teachers Retirement Stystem of Ohio June 2012 - Present
Principal Global Investors 1999 - 2011
Ohio Bureau of Workers’ Compensation 1997 - 1999
ValMark Securities 1997 - 1998
Roulston & Co 1996 - 1997
Roulston Research 1989 - 1996
Skills
Algorithms, EMS, Equities, Trading, Electronic Trading, Trading Systems, Mutual Funds, Bloomberg, Buy-side, Asset Management, Portfolio Management, Series 7, Risk Management, Compliance, Program Trading, Market Structure, Customer Relations, Options, New Business Development, Capital Markets, Investments, Securities, Technical Analysis, ETFs, Order Management, Excel, Institutional, Wealth Management, Budgeting, Traders, Equity Trading, Settlement, Analysis, Accounting, Bloomberg BESS Certified, Derivatives, Equity Derivatives, Trading Technology, Stocks, Trading Strategies, Hedging, Investment Strategies, Sell Side, Market Data, Trading Platforms, Smart Order Routing, Straight Through..., Quant, Investment Advisory, Trade Execution
Education
Baldwin Wallace University
BA, Business; Accounting and Finance
OptumInsight June 2014 - Present
ValMark Securities June 2012 - June 2014
St.Olaf Alumni & Parent Relations May 2009 - June 2012
Securian Financial Group June 2011 - September 2011
Edina Youth Lacrosse June 2011 - July 2011
Student Activities Committee 2010 - 2011
Danish Institute for Study Abroad (DIS) August 2010 - December 2010
Parma 8200 June 2010 - August 2010
St. Olaf Financial Aid Dept January 2009 - June 2010
Skills
Word, PowerPoint, Excel, Microsoft Office, Creative Writing, Budget Management, Budget Allocation, Technical Writing, Marketing Communications, Social Media Marketing, Board Presentations, Youth Mentoring, Coaching Staff, Budgets, Microsoft Excel, Nonprofits
Education
St. Olaf College 2008 — 2012
Bachelor of Arts, Economics, English, Management Studies
DIS-Denmark International Studies 2010 — 2010
International Business
PRLKW & Co. May 2009 - Present
ValMark Advisers, Inc. July 2003 - April 2009
ValMark Securities July 2003 - April 2009
Fidelity Investments January 2001 - July 2002
Skills
Retirement Planning, Strategic Financial..., Investments, Retirement, Pensions, 401k, Wealth Management, Investment Management
Education
Case Western Reserve University - Weatherhead School of Management 1995 — 2000
Master of Business Administration (M.B.A.), Finance
The University of Akron 1986 — 1991
B.S.B.A., Finance
Inter-American Development Bank December 2014 - Present
Independent Compensation & Benefits Consultant April 2013 - December 2014
Towers Watson January 2011 - April 2013
ValMark Securities November 2009 - January 2011
Center for College Affordability and Productivity March 2008 - December 2009
Joint Economic Committee June 2008 - August 2008
Ohio University Career Services September 2007 - June 2008
Skills
Certified Compensation..., Data Analysis, Critical Thinking, Goal Setting, Six Sigma, Economics, Organizational..., Statistics, Leadership, Financial Modeling, Benchmarking, Financial Analysis, Employee Benefits, Children's Yoga, Incentive Programs, Executive Pay, Following Up, Job Evaluation, Job Analysis, P90X, Bobcat, BBQ, Laughter Yoga
Education
Grenoble Ecole de Management 2009 — 2009
CIB, International Business
Ohio University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Business Economics, Finance
Cuyahoga Community College 2004 — 2006
Business Administration and Management, General
Concord Advisors January 2000 - Present
ValMark Securities 1998 - Present
The New England May 1989 - June 1998
Skills
Retirement Planning, Customer Service, Financial Services, Finance, Product Development, 401k, Life Insurance, Long-term Care, Financial Advisory, Financial Analysis, Insurance, Microsoft Excel
Education
Edinboro University of Pennsylvania 1981 — 1985
BFA, Communications
Chanel 1977 — 1981
Wealth Impact Partners April 2009 - Present
ValMark Securities 2002 - Present
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Investments, Wealth Management, Mutual Funds, Series 7, Retirement, Asset Managment, Life Insurance, Securities, Asset Allocation, Investment Advisory, Portfolio Management, Small Business, Financial Analysis
Education
Hamilton College 1998 — 2002
BA, Economics
Apponequet Regional High School 1994 — 1998
High School Diploma
The J.M. Smucker Company September 2015 - Present
The Davey Tree Expert Company February 2015 - September 2015
ValMark Securities August 2011 - February 2015
Medical Service Company February 2010 - August 2011
National Interstate Insurance Company November 2007 - February 2010
EY June 2006 - November 2007
Agility, Inc. 1998 - 2002
Skills
ASP.NET, T-SQL, Microsoft SQL Server, jQuery, ASP.NET MVC, C#, SSRS, JavaScript, Databases, Website Development, HTML 5, CSS3, LESS, T-SQL Stored Procedures, HTML, CSS, Visual Studio, Web Design, .NET, SQL
Education
Cleveland State University
Bachelor of Business Administration (BBA), Finance, General
Cuyahoga Community College
Associate's degree, Microcomputer Specialist, Cum Laude
Cuyahoga Community College
Associate's degree, Computer Studies, Cum Laude
ValMark Securities January 2012 - Present
FirstMerit Bank February 2012 - June 2014
FirstMerit Bank May 2005 - February 2012
National City Investment Management Company 1997 - 2000
State Teachers Retirement System of Ohio September 1976 - June 1993
Skills
Portfolio Management, Investment Strategies, Investments, Equities, Asset Management, Asset Allocation, Asset Managment, Wealth Management
Education
The Ohio State University 1968 — 1972
B.S., Finance
ValMark Securities January 2015 - Present
ValMark Securities April 2012 - December 2014
Georgeson Shareholder September 2011 - January 2012
US Bank February 2010 - June 2011
Skills
Financial Analysis, Manage Client..., Strategic Planning, Business Development, Strategic Communications, Life Insurance, Underwriting, Microsoft Excel, Financial Modeling, Leadership, Insurance, Finance, Process Improvement, New Business Development, Marketing, CRM
Education
Bethel University 2009 — 2011
Bachelor of Arts, International Business and Finance
John Cabot University 2011 — 2011
Visiting International Student, International Business and Italian Language Studies
TEACH Institute 2002 — 2006
Nations Lending Corporation September 2013 - Present
ValMark Securities August 1998 - September 2013
Executive Insurance Agency August 1998 - September 2013
ValMark Advisers, Inc. August 1998 - September 2013
Professional Insurance Agents Association of Ohio, Inc. November 1989 - August 1998
Air Power USA, Inc. November 1985 - November 1989
Skills
Accounting, Insurance, Finance, Strategic Financial..., Financial Analysis, Tax, Financial Reporting, Management, Analysis, Financial Accounting, Employee Benefits, Budgets, General Ledger, Corporate Finance, Asset Management, Internal Controls, Life Insurance, Risk Management, Mutual Funds, Payroll, Financial Services, 401k, Leadership, Microsoft Dynamics, Financial Audits, Investments, Retirement Planning, Estate Planning, Financial Management, Software Implementation, Team Building, Internal Audit, Project Management, Non-Profit Accounting, Job Costing, Multi-currency..., SEC Financial Reporting, FINRA Financial..., Financial Systems Design, Commission Accounting, FRx Report Writer, Budget Maestro, Small Business, Auditing, Banking, Mortgage Banking, Business Process..., Business Strategy
Education
Oklahoma State University
BSBA, Accounting
ValMark Securities August 2011 - Present
The Chapel February 2011 - July 2011
Charles Schwab April 1997 - January 2011
The J. M. Smucker Company April 1995 - April 1997
Ernst & Young LLP 1991 - 1995
Financial Accounting Standards Board (FASB) May 1992 - June 1993
Skills
401k, Financial Analysis, Leadership, Retirement, Financial Services, Management, Mutual Funds, Finance, Public Speaking, Investments, Strategic Planning, Series 7, Accounting, Pensions, Financial Reporting, Retirement Planning, Series 63, Banking, Securities, Employee Benefits, Investment Advisory, Organizational..., Strategic Financial..., Team Building, Business Development, Customer Service, Training, Team Leadership, Cross-functional Team...
Education
Case Western Reserve University 1988 — 1992
B.S., Accounting
Trinity International University
Masters, Christian Studies
Principal Financial Group December 2014 - Present
ValMark Securities January 2008 - December 2014
Minnesota Life June 1987 - December 2007
Skills
Insurance, Underwriting, Retirement Planning, Life Insurance, Fixed Annuities, Estate Planning, Financial Services, Retirement, Term Life Insurance, Strategic Financial..., Disability Insurance, Wealth Management, Long-term Care, Health Insurance, Employee Benefits, Investments, Risk Management, Brokers, Mutual Funds, 401k, Reinsurance, Leadership, Finance, Series 7, Financial Planning
Education
St. Olaf College 1980 — 1984
B.A., Psychology
Shakopee High School 1976 — 1980
KeyBank October 2014 - Present
KeyBank September 2013 - October 2014
Cedar Brook Financial Partners June 2012 - September 2013
ValMark Securities June 2011 - June 2012
STG, Inc. Contractor for US Department of Health & Human Services October 2010 - June 2011
UBS Wealth Management September 2008 - October 2010
Lumen Legal May 2008 - September 2008
Skills
Compliance, Microsoft Office, Research, Excel, Risk Management, Legal Research, Budgeting, Process Improvement, Analysis, Business Analysis, Problem Solving, Microsoft Excel, Government, Program Management, Budgets, Finance, Insurance, Financial Analysis, Investments, Financial Risk, Securities, Corporate Finance, Mutual Funds, Financial Services
Education
University of California, Los Angeles - School of Law 2002 — 2007
J.D., Business Law and Policy
University of Florida 1998 — 2002
BSBA, Business Management
ValMark Securities June 2005 - Present
Search2Close January 2005 - June 2005
Stewart Title/Stewart Service Center September 2001 - December 2004
Skills
Insurance
Education
Lorain County Community College 2009 — 2013
Associate of Arts, General Studies/English
Cloverleaf Senior High 1987 — 1987
Medina Senior High 1981 — 1987
2000 New Horizons Computer Learning Center
Medina County Career Center
Medina Junior High School
Greater Cleveland Partnership June 2007 - Present
MotivAsians June 2006 - December 2010
Silverlode Consulting Corp. November 2005 - July 2006
Emerald Financial Group 2005 - 2005
Cleveland Metropolitan Bar Association October 2001 - May 2004
ValMark Securities 2000 - 2001
L Brands 1999 - 2000
Skills
Business Development, Project Management, Sales, Marketing, Research, Program Management, Economic Development, Multicultural Experience, Business Credit Analysis, Finance, Real Estate, Retail, Social Media Tools, Client Relationship, Business, Analysis, Marketing Strategy, CRM, Business Strategy, Social Media, Strategy, Entrepreneurship, Management, Leadership, Budgets, Negotiation, International Business, Start-ups, Online Marketing, Nonprofits, Product Marketing, Public Relations, Acting, Social Media Marketing, Consulting, Leadership Development, Salesforce.com, Product Management, Strategic Planning, Community Development, New Business Development, Training, Marketing Communications, Fundraising, Email Marketing, Organizational..., Strategic Partnerships, Market Research, Social Networking, Online Advertising
Education
New York University 2014 — 2015
Certificate, Real Estate Finance and Investment
National Development Council 2010 — 2012
Certificate, Economic Development Finance Professional
Cleveland State University 2008 — 2010
Master of Business Administration (MBA), Marketing
John Carroll University
Bachelor of Arts (BA), Economics
Sichuan University
Study Abroad, Mandarin Chinese, China's Foreign Policy
John Marshall High School, Cleveland, OH
Fremont High School, Sunnyvale, CA
Huynh Khuong Ninh Middle School, Sai Gon, Viet Nam
Hoa Binh Elementary School, Sai Gon, Viet Nam
Maine Sunday Telegram 2014 - Present
ValMark Securities 2001 - Present
Association for Advanced Life Underwrriting 1989 - Present
Lebel & Harriman, LLP March 1977 - Present
MDRT 2002 - 2007
Maine Senate 1992 - 2001
Skills
Estate Planning, Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Disability Insurance, Long-term Care, Pensions, Fixed Annuities, Life Insurance, IRAs, Investments, Insurance, Financial Planners, Investment Advisory, Financial Advisory, Mutual Funds, Wealth, Financial Services, Asset Allocation, 401k, Term Life Insurance, Employee Benefits, Investment Strategies, Wealth Management..., Personal Finance, High Net Worth..., Series 7, Whole Life, Small Business, Securities, Series 6, Asset Management, Wealth Accumulation, Series 63, Investment Management, Long Term Care Insurance, Personal Financial..., Income Protection, 401k Rollovers, Critical Illness, Financial Goals, Roth IRA, Certified Financial..., Portfolio Management, Health Insurance, Savings, Key Person Insurance, Variable Annuities, Executive Pay
Education
The American College 1982 — 1986
CLU, ChFC, Financial Planning
Husson University 1973 — 1977
B.S., Bus. Admin. Majoring in Insurance
Yarmouth
Westfield Group June 2010 - Present
ValMark Securities May 2009 - May 2010
Education
The University of Akron 2005 — 2009
Bachelor of Business Administration, Financial Services and Corporate Financial Management
Quicken Loans October 2014 - Present
Quicken Loans May 2012 - Present
AmTrust Financial Services, Inc. (AFSI) October 2011 - July 2012
FirstEnergy August 2011 - October 2011
Progressive Insurance October 2010 - July 2011
Henkel of America June 2010 - November 2010
ValMark Securities December 2009 - June 2010
Federal Reserve Bank of Cleveland May 2009 - August 2009
American Greetings May 2008 - August 2008
Cuyahoga Heights High School June 2007 - August 2007
Skills
SQL, HTML, C#, XML, Microsoft Office, Dreamweaver, Photoshop, ASP.NET, SAP, JavaScript, VMware, Premiere, Access, Visio, Excel, PowerPoint, Word, Windows, Business Analysis, Java, SQL Server, Visual Basic, Data Analysis, Process Improvement, Outlook, Problem Solving, Active Directory, CSS, Visual Studio, Lotus Notes, Troubleshooting, Quality Assurance, Databases, XP, Software Documentation, Windows 7
Education
The University of Akron 2006 — 2010
MIS, Business
The University of Akron 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Stark County Board of Developmental Disabilities August 2014 - Present
Stark County Board of Developmental Disabilities August 2013 - August 2015
Cuyahoga County Board of Developmental Disabilities February 2013 - August 2013
REM Ohio August 2010 - February 2013
REM Ohio April 2009 - August 2010
ValMark Securities June 2007 - April 2009
Skills
Marketing, Advertising, Event Planning, Social Media, Graphic Design, Company Newsletters, Press Releases, Newsletters, Public Speaking, Public Relations, Adobe Creative Suite, Web Site Production, Case Managment, Customer Service
Education
Franklin University 2007 — 2009
Master of Business Administration (MBA), Business Administration
Franklin University
Bachelor of Science, Marketing
Marlington High School
ValMark Securities August 2013 - Present
ValMark Securities June 2011 - August 2013
Gustavus Adolphus College September 2010 - January 2011
Ameriprise Financial Services, Inc. June 2010 - August 2010
H&R Block January 2010 - April 2010
Skills
Life Insurance, Insurance, Finance, Underwriting, Disability Insurance, Strategic Financial..., Financial Risk, Sales
Education
Gustavus Adolphus College 2007 — 2011
B.A., Financial Economics and Political Science
PRLKW & Co. May 2009 - Present
J Henry Enterprise, LLC October 2006 - Present
ValMark Securities May 2008 - July 2009
Education
The University of Akron 2005 — 2009
Bachelor's Degree, Business Administration with minor in Entrepreneurship, Magna Cum Laude
The University of Akron 2005 — 2009
Bachelor's Degree, Finance with a minor in Financial Services, Magna Cum Laude
Sequoia Financial Group November 2010 - Present
Barberton Community Foundation November 2010 - Present
ASPPA January 2010 - April 2012
ValMark Securities May 2005 - October 2010
Magic City Machine August 2000 - January 2006
Skills
Retirement Planning, Investments, Retirement, Financial Planning, Finance, Series 7, Management, Mutual Funds, Wealth Management, Financial Analysis, 401k, Portfolio Management, Strategic Planning, Financial Services
Education
The University of Akron 2002 — 2005
Finance - Cum Laude, Finance, Financial Planning, Real Estate
University of Mount Union 1999 — 2000
Accounting and International Business with a Minor in German
Barberton
Barberton
ValMark Securities January 2008 - Present
Education
The University of Akron
Bachelor of Science, Finance
SAS July 2015 - Present
SAS August 2014 - July 2015
NetApp May 2013 - July 2014
NetApp January 2012 - May 2013
NetApp September 2011 - January 2012
U.S. Environmental Protection Agency January 2011 - September 2011
ValMark Securities December 2010 - December 2010
BMW of North America, LLC August 2010 - December 2010
Target May 2010 - August 2010
Ruby Tuesday January 2008 - July 2010
Skills
Public Speaking, French, Customer Service, Brassring, College Recruiting, Technical Recruiting, Coordinating Events, Training Coordination, Event Planning, Client Relationship..., Motivational..., Candidate Screening, Candidate Selection, sourcing for top talent, Managing Processes, Managing Expectations, Priority Management, Cross-functional..., Innovative Thinking, Recruiting, Human Resources, University Relations, University Recruitment, Sourcing, Training, Screening Resumes, CRM, Exceeding Expectations, Temporary Placement, Time Management, Hiring, Performance Management, Career Counseling, Leadership
Education
North Carolina State - Poole College of Management 2007 — 2011
Business Administration, Human Resource Management and French
Institut d'Economie scientifique et de Gestion 2009 — 2009
Marketing
Life Insurance Consultants of Ohio, Inc. 2008 - Present
ValMark Securities May 2006 - August 2008
The Koptis Organization July 1992 - May 2006
Education
The American College
CLU
Cleveland State University 1986 — 1990
BBA Finance, Finance
Ecolab June 2015 - Present
Cargill October 2014 - May 2015
ValMark Securities July 2010 - October 2014
St. Olaf College 2008 - 2010
St. Olaf College August 2007 - May 2008
Skills
College Recruiting, Customer Service, Event Planning, Research, Life Insurance, Underwriting, Analysis, Microsoft Word, Microsoft Office, Taleo, Community Outreach, Public Speaking, Microsoft Excel, Leadership, Recruiting, Social Media, Human Resources, Time Management, Training
Education
St. Olaf College 2006 — 2010
Bachelor of Arts (BA), Chemistry
W3 Wealth Management January 2015 - Present
ValMark Securities October 2012 - January 2015
Mills, Mills, Fiely & Lucas September 2014 - December 2014
ValMark Securities September 2010 - October 2012
ValMark Securities June 2009 - September 2010
Ron Marhofer Auto Family June 2007 - November 2008
Skills
Life Insurance, Marketing, Marketing Strategy, Financial Analysis, Estate Planning, Management, Financial Services, Marketing Communications, Insurance, Leadership, Wealth Management, Insurance Regulatory, Research, Time Management, Strategy, Finance, Presentation Design, Presentation Development, Retirement, Legal Research, Legal Writing, CRM
Education
University of Akron School of Law 2011 — 2015
Juris Doctor (J.D.), Law
The University of Akron 2006 — 2010
BSBA, Finance, cum laude
ValMark Securities September 2015 - Present
ValMark Securities September 2011 - August 2015
ValMark Securities January 2010 - August 2011
ValMark Securities April 2009 - December 2009
ValMark Securities April 2004 - April 2009
ValMark Securities April 2004 - April 2005
Skills
Retirement Planning, Strategic Financial..., Insurance, Estate Planning, Leadership, Training, Investments, Retirement, Marketing, Management, Financial Planning, Strategy, Fixed Annuities, Life Insurance, Underwriting, Business Development, Financial Services, Portfolio Management, Finance
Education
Harvard Business School
Executive Education, Management & Leadership
The University of Akron 2001 — 2005
Business, Finance & Economics
CFP Board of Standards 2005 — 2006
CFP, Finanical Services
FirstMerit Private Bank November 2013 - Present
ValMark Securities May 2011 - November 2013
Skills
Investments, Portfolio Management, Financial Planning, Retirement Planning, Microsoft Excel, Financial Analysis, Financial Modeling
Education
The University of Akron 2008 — 2012
Bachelor of Science (BS), Honors - Finance
University of Westminster
Finance
ValMark Securities 2013 - Present
Diana L Cook Agency/Allstate January 2008 - December 2011
Edward Jones October 2004 - September 2007
Chase September 1996 - October 2004
Skills
Public Speaking, Fixed Annuities, Retirement Planning, IRAs, Retirement, Life Insurance, 401k Rollovers, Series 7, Mutual Funds, Long-term Care, 529 Plans, Term Life Insurance, Roth IRA, Disability Insurance, Strategic Financial..., Series 63, Insurance, Variable Annuities, Wealth Management, Customer Service, Investments, Team Building, Investment Advisory
Education
The University of Akron
Bachelor of Science, Natural Science (Biology, Chemistry, Geology)
University of Phoenix
Studied Organizational Management, Management
Zimmer Davis May 2011 - Present
Brother Willie's Pub August 2009 - December 2010
ValMark Securities May 2010 - September 2010
Grove Nursery May 2008 - May 2010
Skills
Time Management, New Business Development, Sales, Operating Room Sales, Medical Devices, Communication, Leadership, Product Launch, Operating Room, Sales Operations
Education
St. John's University 2007 — 2011
B.A., Biology/Chemistry
Maple Grove Senior High School 2004 — 2007
High School Diploma
ValMark Securities June 2015 - Present
CFA Society of Minnesota June 2015 - August 2015
Lancer Hospitality May 2012 - September 2014
Janostin Hockey Training June 2010 - October 2013
Skills
Customer Service, Team Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Investment Strategies, Statistical Data..., R, Python, Microsoft Office, Time Management, Data Analysis, Teamwork
Education
Gustavus Adolphus College 2012 — 2016
Bachelor's Degree, Financial Economics and Minor in Statistics, Junior
Level 1 candidate in the CFA Program
ValMark Securities June 2012 - Present
ValMark Securities January 2009 - June 2012
Securian Financial Group June 2005 - January 2009
Skills
Financial Modeling, Financial Analysis, Investments, Insurance, Securities
Education
Macalester College 2001 — 2005
Bachelor of Arts (BA), Economics
ValMark Securities December 2014 - Present
Skills
Sales
Education
The University of Akron
ValMark Securities August 2011 - Present
Reed Property Management 2004 - Present
Cutler Real Estate September 2015 - Present
Keller Williams Real Estate December 2008 - September 2011
ValMark Securities October 1999 - June 2009
Howard Hanna Real Estate Services April 2004 - December 2008
The Isaac Reserve Group May 1997 - August 1999
Akrochem Corporation June 1987 - May 1997
Skills
Insurance, Investments, Finance, Strategic Financial..., Management, Retirement, Financial Modeling, Building Relationships, Relationship Management, Retirement Planning, Securities, Qualified Retirement..., Customer Service, Wealth Management, Customer Satisfaction, Microsoft Office, Life Insurance, Wealth Preservation..., Wealth Accumulation..., Real Estate, Property Management, Real Estate Investor, Referrals
Education
The University of Akron 1993 — 2015
Hondros College 2004 — 2004
Property Management Specialist Designation
Hondros College 2002 — 2002
Certification
Stow MF HS
Stow MF HS
AXA Equitable December 2013 - Present
Aviva USA September 2011 - October 2013
West Coast Life May 2007 - April 2011
ValMark Securities November 2005 - May 2007
Gerber Products Company July 2004 - October 2005
Professional Life Underwriter Services September 1997 - December 2002
Jackson National Life February 1982 - September 1997
Skills
Underwriting, Insurance, Life Insurance, Term Life Insurance, Reinsurance, Risk Management, Universal Life, Retirement Planning, General Insurance, Brokers, Investments, Analysis, Claim, Claims Management, Whole Life, Training, Coaching, Insurance Brokerage, Team Building, Health Insurance, Fixed Annuities, Employee Benefits, Claims Handling, Retirement, Long-term Care, Financial Risk, Disability Insurance, Sales, Strategic Financial...
Education
Michigan State University 1980 — 1981
Master of Arts (M.A.), History
Northern Michigan University 1976 — 1979
Bachelor's degree, History
Michigan Technological University 1975 — 1976
None, Biology, General
ValMark Securities May 2015 - Present
ValMark Securities May 2014 - May 2015
ValMark Securities May 2013 - May 2014
Millennial Group June 2012 - May 2013
Skills
Financial Services, Financial Analysis, Investments, Microsoft Excel, Life Insurance, Series 7, Retirement Planning
Education
The University of Akron 2011 — 2015
Bachelor’s Degree, Financial Services
Cuyahoga Valley Christian Academy 2005 — 2011
High School
Vessel June 2015 - August 2015
YouTube April 2012 - July 2014
Google July 2010 - March 2012
FirstEnergy May 2009 - August 2009
ValMark Securities May 2007 - June 2008
Skills
Financial Modeling, Analysis, Forecasting, Management, Microsoft Excel, Microsoft Office, Business Development, Strategic Planning, Leadership, Business Strategy, Entrepreneurship, PowerPoint, Microsoft Word, Research, Process Improvement, Business Planning, Start-ups, Team Leadership, Strategy, Analytics
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
The University of Akron 2006 — 2010
BS/BA, Finance, Economics, Spanish
Universidad de Valladolid 2008 — 2008
Study Abroad: Spanish Summer Program
Revere High School 2002 — 2006
KeyBank July 2014 - Present
PNC Investments May 2011 - June 2014
ValMark Securities May 2006 - May 2011
Kent State University August 2007 - December 2009
United States Marine Corps June 2001 - June 2007
Northwestern Mutual May 2003 - October 2006
National City Bank 2006 - 2006
The Orin Group, LLC. April 2004 - October 2004
EMC Computers Kent Ohio November 2002 - April 2003
A2Z Computers, Inc. April 1997 - July 2001
Education
Kent State University 2007 — 2009
MBA, Finance and Economics
Kent State University 2001 — 2006
BBA, Finance and Computer Information Systems
Peltier Marketing Group, LLC. September 2014 - Present
Bremer Investments January 2014 - Present
ValMark Securities March 2011 - January 2014
Bremer Financial Services September 2003 - March 2011
Piper Jaffray May 2000 - September 2003
Allianz May 1997 - April 2000
Education
University of Minnesota Duluth 1993 — 1997
BA, Communications
EquityLock Solutions, Inc. February 2010 - Present
LifeQuest World Fund April 2010 - Present
The Buren Insurance Group, Inc. June 2005 - Present
TNT Brokerage January 2008 - March 2010
Ash Brokerage January 2005 - February 2008
ValMark Securities June 1991 - January 2005
Skills
Estate Planning, Investments, Strategic Financial..., Life Insurance, Insurance, Financial Advisory, Retirement Planning, Risk Management, Retirement, Fixed Annuities, Mutual Funds, Wealth, Term Life Insurance, Financial Planners, Wealth Management, Alternative Investments, Disability Insurance, Charitable Gift Planning, Equities, Investment Strategies, Investment Advisory, Premium Financing, Long-term Care, High Net Worth..., Pensions, Financial Risk..., Presentations, Real Estate Economics, Financial Planning
Education
The University of Akron 1999 — 2000
Masters of Taxation, Business and Personal/Financial Services Marketing Operations
The University of Akron 1991 — 1995
Bachelor's Degree, BSBA - Finance, magna cum laude
ValMark Securities February 2013 - Present
design x nine January 2013 - January 2014
FirstMerit Bank July 2007 - March 2009
Skills
Graphic Design, Illustrator, Photoshop, InDesign, Digital Photography, Marketing Communications, Investments, Economics, Marketing, Adobe Creative Suite, Graphics
Education
The University of Akron
BA, Finance, Economics, Graphic Design
ValMark Securities September 2014 - Present
Skills
Event Planning, PowerPoint, Outlook, QuickBooks, Event Management, Strategic Planning, Sales, Customer Service, PeopleSoft, Social Media Marketing, Human Resources, Leadership, Marketing, Microsoft Word
Education
The University of Akron 1996 — 2000
BA, Business & Organizational Communication
The University of Wolverhampton 1998 — 1999
Communications
Medina High School 1991 — 1996
ValMark Securities January 2014 - Present
Maritz January 2013 - August 2013
Maritz October 2004 - August 2013
Maritz Performance Improvement 2004 - December 2012
Champaign Investment Company August 2001 - October 2004
Skills
Customer Retention, Leadership Development, Strategic Planning, Coaching, Organizational..., Negotiation, Employee Relations, Process Improvement, Employee Engagement, Team Building, Account Management, Performance Management, Culture Change, Customer Experience, Recruiting, Change Management, Training, Advertising, Executive Coaching, Public Speaking, Performance Improvement, Sales, Customer Satisfaction, Event Management, Social Media Marketing, Team Leadership, Marketing Communications, Management, Marketing Strategy, Customer Service, Strategy, New Business Development, Project Management, Organizational..., Business Strategy, Succession Planning, Social Media, Automotive, Marketing, Management Consulting, Sales Management, Training Delivery, Cross-functional Team..., Workshop Facilitation, Event Planning, Leadership, Brand Loyalty, Program Management, Talent Management, Employee Training
Education
Bowling Green State University 1971 — 1975
BA, English and Psychology
Clower Wealth Management January 2011 - Present
ValMark Advisers, Inc. January 2011 - Present
ValMark Securities 2011 - Present
Investors Capital January 2001 - January 2011
Investors Capital Advisery Services January 2001 - January 2011
Equity Services, Inc. January 1998 - January 2001
Sun Investment Services January 1990 - January 1998
Skills
Insurance, Retirement, Securities, Investments, Financial Services, Series 7, Retirement Planning, FINRA, Wealth Management, Estate Planning
Education
St. Lawrence University 1983 — 1987
Bachelor of Arts, Economics
Squared Services April 2015 - Present
ValMark Securities November 2014 - Present
Organizational Architecture, Inc. November 2012 - Present
ValMark Securities March 2014 - November 2014
The University of Akron November 2011 - December 2013
24/7, Inc May 2013 - June 2013
Skills
Computer Repair, Windows 7, Windows Vista, Google Apps, Windows XP Pro, FTP, Computer Hardware..., Technical Writing, Computer Software..., Network Administration, Training Manuals, Encryption Software, Endpoint Security, Customer Service, Citrix, Computer Hardware, Hardware, Microsoft Office
Education
Cleveland Heights High School
The University of Akron
Computer Information Systems
ValMark Securities, Inc. & ValMark Advisers, Inc. January 2010 - Present
ValMark Securities 2006 - 2010
Retail Store General Manager 1986 - 2006
Skills
FINRA and SEC..., Financial Planning, Retirement Planning, Management and Team..., High Organizational..., Wealth Management, Securities, Series 7, Risk Management, Mutual Funds, Leadership, Retirement, FINRA, Financial Services, Financial Advisory, Equities, Broker-Dealer, Life Insurance, Estate Planning, Investment Advisory
Education
The University of Akron
BSBA, Finance & Financial Planning, Summa Cum Laude
My Advisors Group January 2010 - Present
River Financial Group 2003 - Present
ValMark Securities 2003 - Present
River Financial Group 2003 - October 2009
GFG/MassMutual 1999 - 2003
MassMutual 1997 - 2003
GFG/MassMutual 1997 - 2003
Financial Directions 2000 1994 - 1997
USMC 1990 - 1996
John Hancock August 1990 - April 1994
Skills
Wealth Management..., Wealth Management, Risk Managemenmt, Business Planning, Retirement Planning, Strategic Financial..., Management, Estate Planning, Financial Services, Risk Management, Retirement, Investments, Finance, Insurance, Securities, Small Business, General Insurance, Commercial Insurance, Asset Allocation, 401k, Strategy, Mutual Funds, Financial Advisory, Employee Benefits, Strategic Planning
Education
Cleveland State University 1988 — 1990
Finance and Economics
Cuyahoga Community College 1986 — 1988
Business
Notre Dame De Jamhour 1982 — 1986
College Des Peres Antonins 1973 — 1982
ValMark Securities March 1992 - Present
Midwestern National Life 1989 - 1991
Skills
Retirement Planning, Retirement, Life Insurance, Strategic Financial..., Fixed Annuities, Insurance, Wealth Management, Mutual Funds, Investments, Series 7, Estate Planning, 401k, Long-term Care, Disability Insurance, Portfolio Management, Financial Services, Asset Allocation, Investment Advisory, Wealth, Financial Planning, IRAs, Term Life Insurance
Education
The University of Akron 1978 — 1986
BA, MA, Economics
PNC Investments August 2010 - Present
ValMark Securities August 2008 - August 2010
KeyBanc Capital Markets Inc. March 1994 - August 2008
McDonald Investments Inc. March 1999 - September 2007
Gradison Asset Management November 1997 - March 1999
McDonald & Company Securities Inc. 1994 - 1998
Skills
Customer Service, Microsoft Excel, Securities, Portfolio Management, Financial Services, Mutual Funds, Asset Managment, Risk Management, Investments, Asset Management, Project Management, Banking, Retirement Planning, Equities, Wealth Management, Fixed Income, Finance, Credit
Education
Cleveland State University - Nance College of Business Administration 2006 — 2007
M.B.A., Business Management
Cleveland State University 1988 — 1992
B.A., Economics, Political Science
Resource Strategies 2014 - 2015
Resource Strategies 2014 - 2015
Allegheny Financial February 2013 - February 2014
Freedom One Financial Group January 2007 - February 2013
United American Insurance 2007 - 2008
ValMark Securities 1988 - 1995
Skills
Mutual Funds, Investments, Portfolio Management, 401k, Retirement Planning, Due Diligence, Asset Management, Analysis, Financial Planning, Financial Modeling, Microsoft Office, Financial Analysis, Investment Manager Due..., Competitive Analysis, Market Analysis, Computer Literate, Service Excellence, Performance Measurement, Performance Analysis, PowerPoint, Research, Excel, Economics, Word
Education
Cornell University
BS, Business Management (Ag Econ)
ValMark Securities May 2006 - Present
Roseberry Insurance August 2001 - May 2006
PlanSoft May 1999 - June 2001
Information Access June 1996 - May 1999
Conferon May 1990 - June 1996
Skills
Insurance, Strategic Financial..., Leadership, Negotiation, Retirement Planning, Strategic Planning, Budgets, Life Insurance, Project Management, Process Improvement, Fixed Annuities, Retirement, Team Building, Investments, Management, Customer Service, Commissioning Management, Variable Annuities, Financial Services, Series 6, Business Analysis, Estate Planning, Health Insurance, CRM
Education
Hondros 2001 — 2001
Insurance, Insurance
Hondros 1989 — 1989
Real Estate, Real Estage Agent
Cuyahoga Community College
ValMark Securities May 2010 - Present
AultCare February 2010 - May 2010
TobiasGroup, Inc February 2006 - January 2010
InfoCision Management Corporation, Inc September 2002 - January 2006
Skills
Business Intelligence, Analysis Services, Analytics, SSIS, SSRS, Database Design, ETL, Leadership, Business Analysis, Databases, Crystal Reports, Stored Procedures, Microsoft SQL Server, WCF, SQL, T-SQL
Education
Miami University 1998 — 2002
Bachelor of Science, Business Administration; Management Information Systems; Computer Science
Tribridge April 2011 - Present
iPipeline April 2010 - April 2011
Tech Efficiencies January 2010 - April 2011
ValMark Securities October 2003 - December 2009
Hauck Business Consulting 2002 - 2003
BISYS 1991 - 2002
Skills
Analysis, Business Process, Insurance, Leadership, Information Technology, Business Analysis, CRM, Architecture, Microsoft CRM, Business Intelligence, Management, Consulting, Training, System Administration, Integration, Database Design, Windows Server, SaaS, Business Process Design, ERP, Software Design, Process Improvement, Cloud Computing, Professional Services, Architectures, Project Management, Vendor Management
Education
Lebanon Valley College 1985 — 1987
B.S., Computer Science
HACC, Central Pennsylvania's Community College 1984 — 1985
Computer Science
University of Maryland College Park 1983 — 1983
Computer Science
Northwestern Mutual July 2011 - Present
ValMark Securities September 2010 - July 2011
Horizon Investments, LLC December 2007 - May 2008
Skills
Series 7, Series 66, Series 9, Series 10
Education
Duquesne University 2003 — 2007
BSBA, Finance and Investment Management
Valmark Securities March 2004 - Present
Mustard Seed Market & Cafe August 2000 - Present
Proforma September 2002 - January 2004
Nationwide March 2000 - August 2002
Prudential Securities August 1998 - December 1999
Buehler Fresh Foods Market January 1976 - May 1999
Skills
Retail, Accounting, Training, Microsoft Dynamics, Customer Service, Microsoft Excel, Insurance, Intercompany, Multi-currency, Microsoft Word, Accounts Receivable, Management, Time Management, Accounts Payable, Life Insurance, Investments, General Ledger, Leadership, Finance, Microsoft Office
Education
The University of Akron 1970 — 1976
AAS, Criminal Justice/ Social Work
City of Brooklyn Park July 2008 - Present
Hennepin Technical College May 2008 - May 2012
Transition Partners January 2008 - July 2008
ValMark Securities 2003 - 2006
Paxtonia Fire Company October 1999 - March 2005
Paxtonia Fire Company December 2000 - December 2002
Paxtonia Fire Company October 1999 - December 2000
BISYS Insurance Services October 1997 - September 2000
ChoicePoint Inc 1993 - 1997
Skills
Administration, Emergency Management, Emergency Operations, Budgeting, Strategic Planning, Budgets, Fire Code Interpretation, Incident Management, Disaster Recovery, Event Planning, Fire Management, Emergency Services, Rescue, Public Safety, Policy, Incident Command, Fire Suppression Systems, Crisis Management, Firefighting, NIMS, Preparedness, Emergency Planning, System Administration, Enforcement, EMS, Disaster Response, Public Speaking, Emergency Medical, Leadership, Training, First Responder, Supervisory Skills, Fire Investigation, Process Improvement, Management, Fire Safety, Fire Service, Fire Protection, Life Safety, Weapons of Mass..., Program Management, Hazardous Materials, Fire Inspections, Homeland Security, Exercises, CBRN, Firefighters, Technical Rescue, Contingency Planning
Education
Hennepin Technical College 2008 — 2010
A.A.S, Fire Science/Fire-fighting
Harrisburg Area Community CollegeVarious Fire Science 1999 — 2002
Coastline Community College
The University of Akron January 2015 - Present
ValMark Securities May 2008 - Present
Education
The University of Akron 2009 — 2010
Master of Business Administration (M.B.A.), Finance, General
The University of Akron 2005 — 2009
Finance
Georgia Southern University August 2014 - Present
The Boulder Institute of Microfinance February 2014 - July 2014
ValMark Securities 2005 - January 2014
Kent State University March 2000 - March 2005
Advanstar Communications 1996 - 1998
Skills
Meeting Planning, Nonprofits, Event Management, Event Planning, Fundraising, Customer Service, Marketing Communications, Trade Shows, Business Development, Service Learning, Experiential Learning, Multicultural..., Multicultural Marketing, Multicultural Education, Project Management, Educational Programs, Curriculum Development, University Teaching, Higher Education, Resource Development, Resource Management, Community Outreach, Cultural Diversity, Continuing Education, Educational Assessment, Qualitative Research, Student Development, Adult Learning..., International Sales, Live Events, Strategic Planning, Strategic Partnerships, International Logistics, Facilities Management, Hospitality Management, Public Relations, Association Management, Fundraisers, Marketing, Leadership, Sponsorship, Corporate Events, Social Media Marketing, Budgets
Education
Kent State University
Doctor of Philosophy (Ph.D.), Education, Foundations, Leadership & Administration
Kent State University 2000 — 2004
Masters, Conflict Management and Counseling
Kent State University
Community College Leadership Certificate, Higher Education/Higher Education Administration
ValMark Securities November 2014 - Present
Charles Schwab 2011 - November 2014
Charles Schwab 2008 - 2011
Education
Ohio University 2004 — 2008
Bachelor of Business Administration, Finance & Marketing
Folger Hill January 2015 - Present
PAR Capital Management August 2007 - December 2014
MFS Investment Management March 2003 - May 2007
Manning & Napier Advisors August 2000 - March 2003
FTN Midwest Securities June 1999 - August 2000
ValMark Securities April 1996 - August 1998
Skills
Equity Research, Mutual Funds, Investments, Equities, Alternative Investments, Social Skills, Portfolio Management, Valuation, Asset Management, Hedge Funds, Trading
Education
Weatherhead School of Management at Case Western Reserve University 1998 — 1999
MBA, Finance
Cuyahoga Falls High School 1989 — 1990
Kent State University
The Ohio State University
The Ohio State University
ValMark Securities June 2014 - Present
ValMark Securities September 2012 - June 2014
ValMark Securities July 2009 - September 2012
Best Buy May 2008 - August 2008
Skills
Life Insurance, Underwriting, Management, Analysis, Customer Service, Microsoft Excel, Microsoft Office, Insurance, Leadership, Microsoft Word, PowerPoint, Process Improvement, Account Management, Public Speaking, Financial Services
Education
Gustavus Adolphus College 2005 — 2009
BA, Business Management
ROCORI High School
Wealth Impact Partners January 2011 - Present
ValMark Securities January 2011 - Present
Wells Fargo Advisors, LLC October 2010 - June 2011
Security National Lending September 2005 - January 2008
Texas Instruments May 1989 - September 2001
Education
Bryant University 1994 — 1998
Masters in Business Administration, MBA, Business / Finance
Bryant University 1985 — 1989
BS, Finance / Accounting
Reinsurance Group of America, Incorporated March 2014 - Present
ValMark Securities 2009 - Present
ING Insurance / Investment Management 2005 - 2009
Ameriprise Financial Services, Inc. 2000 - 2005
Skills
Underwriting, Insurance, Life Insurance, Long-term Care, Disability Insurance, Counseling Psychology, Mentoring, Project Planning
Education
Saint Mary's University of Minnesota 1998 — 2007
Master of Arts (MA), Counseling Psychology
Boston University 1986 — 1990
Bachelor's degree, International Relations and Affairs
AtNetPlus June 2015 - Present
Summit IT Solutions, Inc. September 2007 - June 2015
ValMark Securities September 2010 - June 2012
Advizex Technologies 2005 - 2007
Agilysys 2000 - 2005
Skills
VMware, Deployment, LAN/WAN, Windows, VPN, Active Directory, DNS, Cisco, Servers, Windows Server 2003, Firewalls, Windows Server, TCP/IP, DHCP, HP, Operating Systems, XP, Microsoft Office, Virtualization, Switches, Routers, WAN, SAN, VMware ESX, vSphere, Routing, Storage, Windows Server 2008, Disaster Recovery, Data Center, Hardware, System Administration, WSUS, Windows 7, Storage Area Networks, VMware Infrastructure, Group Policy, Cisco Technologies, System Deployment, LAN-WAN, Networking, Windows Server 2012, Enterprise Storage, Network Administration, Windows XP
Education
Stark State College of Technology
The University of Akron
Nations Lending Corporation May 2013 - Present
ValMark Securities May 1999 - May 2013
ING Advisors Network April 1996 - April 1999
Price Waterhouse August 1992 - April 1996
Skills
Corporate Finance, Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Financial Management, Financial Accounting, Strategy Development, Strategic Analysis, Strategic Financial..., Analysis, Internal Controls, Strategy, Accounting, Auditing, Leadership, Internal Audit, Business Strategy, Finance, Investments, Financial Services, Banking, Project Management, Risk Management, Insurance, Securities, Asset Management, Wealth Management, Mutual Funds, Managerial Finance
Education
University of South Florida 1990 — 1992
MBA, Finance
Miami University 1986 — 1990
B.S. Business Adminstration, Accountancy
ValMark Securities January 2008 - Present
Skills
Financial Analysis, Series 7, Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Wealth Management, Securities, Portfolio Management, Investment Advisory, Asset Management
Education
Ashland University 2006 — 2009
MBA
John Carroll University 1999 — 2003
BSBA, Finance
Exigo Consulting 2011 - 2013
ValMark Securities 2008 - 2010
Education
Case Western Reserve University School of Law 2003 — 2005
The Toli Group February 2014 - Present
ValMark Securities September 2004 - February 2014
Crump Life Insurance Services October 2001 - September 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Negotiation
Education
The American College 2003 — 2005
Masters of Science, Financial Services
Ohio University 1993 — 1997
Bachelor of Business Administration (BBA), Finance & Economics
ValMark Securities June 2014 - Present
21st Century Finacial July 2013 - August 2013
Alcoa June 2012 - August 2012
Regency Technologies, LLC June 2011 - August 2011
Skills
Oracle Applications, Microsoft Excel, Microsoft Word, Analysis, Investments
Education
The University of Akron 2010 — 2014
Financial Planning and Services
Kenston
Signet Jewelers Ltd., parent of Sterling Jewelers of Akron September 2014 - Present
Austen BioInnovation Institute November 2009 - August 2014
ValMark Securities June 2002 - November 2009
Cedarwood Development January 1998 - June 2002
Skills
Event Planning, Fundraising, Public Relations, Healthcare, Public Speaking, Nonprofits, Non-profits, Research, Grant Writing, Entrepreneurship, Data Analysis, Marketing, Microsoft Office, Strategic Planning, Contract Negotiation, Communication Skills, Coordinating Events, Positive Team Player, Creative Writing, Team Building, Standardized Patients, Non Profit, e, Outstanding...
Education
The University of Akron
Associate's degree, Legal Administrative Assistant/Secretary
Progressive Insurance August 2014 - Present
Progressive Insurance June 2012 - August 2014
ValMark Securities May 2011 - May 2012
Skills
Microsoft Excel, SAS Programming, Organizational..., Actuarial Exams, Microsoft Office, Microsoft Word, PowerPoint, Analysis
Education
Kent State University 2008 — 2012
Bachelor of Science (B.S.), Mathematics with an Actuarial Concentration. Economics Minor.
ValMark Securities May 1996 - Present
Burt Moss & Associates 1992 - 1995
Associated Pension Consultants 1979 - 1992
Skills
Leadership, Strategy, Strategic Planning, Coaching, Leading Change, Management, Professional Mentoring, Succession Planning, Team Building, Project Coordination, Infrastructure..., Infrastructure, Small Business, Executive Management, Best Practice Coaching, Infrastructure Planning, Entrepreneurial Growth, Insurance, Goal Setting, Financial Services
Education
Illinois State University 1973 — 1975
BS, Special Education & Psychology
Augustana College 1971 — 1973
introductory studies, Speech Pathology
ValMark Securities September 2015 - Present
Incept May 2015 - August 2015
Incept December 2014 - May 2015
PPI Technical Communications February 2013 - January 2014
Noosa Bistro April 2012 - January 2013
Achilles Running Shop November 2011 - April 2012
Sherpia, Inc. December 2010 - January 2011
Education
The University of Akron 2014 — 2016
Bachelor of Science (B.S.), Computer Science, 3.63 GPA
University of Virginia 2007 — 2012
Bachelor of Arts (BA), Economics
ValMark Securities 2015 - Present
Education
Saint Louis University School of Law 1982 — 1985
Doctor of Law (JD)
University of Missouri-Columbia 1978 — 1982
Bachelor of Arts (BA), Political Science
Safeguard Securities, Inc. September 2014 - Present
ValMark Securities November 2012 - July 2014
Skills
Series 7, Series 24, Series 53
Education
The University of Akron 1992 — 1997
Bachelor's Degree, Corporate Finance
ValMark Securities June 2012 - Present
Education
Gustavus Adolphus College 2008 — 2012
Communication, General