ValMark Securities

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ValMark Securities Employees

Employee
Years
Job
Industry
Mackenzie Merz Mackenzie Merz Greater Los Angeles Area Details
Mackenzie Merz's ValMark Securities Experience January 2010 - January 2012
Job Sales and Service Representative at BP Castrol Industrial
Industry Oil & Energy
Experience
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

Jeffrey Nicholson Jeffrey Nicholson Hattiesburg, Mississippi Details
Jeffrey Nicholson's ValMark Securities Experience May 2006 - June 2010
Job Public Finance/Government Relations at Nicholson & Company, PLLC
Industry Accounting
Experience
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

Hannah Florian Hannah Florian Cleveland/Akron, Ohio Area Details
Hannah Florian's ValMark Securities Experience June 2010 - December 2010
Job Financial Analyst
Industry Chemicals
Experience
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

Kayla Matejka Kayla Matejka Independence, Ohio Details
Kayla Matejka's ValMark Securities Experience May 2015 - Present
Job Graphic Design Intern at ValMark Securities
Industry Design
Experience
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

Amy Augustyn Amy Augustyn Cleveland/Akron, Ohio Area Details
Amy Augustyn's ValMark Securities Experience June 2006 - April 2010
Job Reporting * Applications * Business Intelligence * Data Visualization
Industry Information Technology and Services
Experience
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

Alex Slabaugh Alex Slabaugh Akron, Ohio Details
Alex Slabaugh's ValMark Securities Experience May 2012 - August 2012
Job Private Client Services
Industry Accounting
Experience
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

Elizabeth Kozenko Elizabeth Kozenko Cleveland/Akron, Ohio Area Details
Elizabeth Kozenko's ValMark Securities Experience July 2013 - Present
Job VP of Accounting & Finance at ValMark Securities
Industry Accounting
Experience
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

George B. Chapman, III George B. Chapman, III Twinsburg, Ohio Details
George B. Chapman, III's ValMark Securities Experience October 2002 - December 2005
Job Independent Registered Investment Advisor
Industry Financial Services
Experience
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

Lauren Kruger Lauren Kruger Greater Omaha Area Details
Lauren Kruger's ValMark Securities Experience May 2012 - August 2012
Job Advertising Account Executive at the Omaha WorldHerald
Industry Marketing and Advertising
Experience
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

Allison Manning Allison Manning Cleveland/Akron, Ohio Area Details
Allison Manning's ValMark Securities Experience February 2014 - Present
Job Senior Event Planner
Industry Events Services
Experience
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

Mathew Bound Mathew Bound Cleveland/Akron, Ohio Area Details
Mathew Bound's ValMark Securities Experience February 2014 - Present
Job Insurance Marketing Analyst at ValMark Securities
Industry Financial Services
Experience
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

Jennifer Victor-Larsen, CLU, FALU, FLMI, MBA Jennifer Victor-Larsen, CLU, FALU, FLMI, MBA Greater Minneapolis-St. Paul Area Details
Jennifer Victor-Larsen, CLU, FALU, FLMI, MBA's ValMark Securities Experience April 2007 - March 2008
Job Senior Underwriting Director of Education and Development
Industry Insurance
Experience
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

Judson Forner, CFP®, CRPC® Judson Forner, CFP®, CRPC® Cleveland/Akron, Ohio Area Details
Judson Forner, CFP®, CRPC®'s ValMark Securities Experience February 2012 - Present
Job Director Investment Marketing at ValMark Securities
Industry Financial Services
Experience
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

Angela Bozic Angela Bozic Cuyahoga Falls, Ohio Details
Angela Bozic's ValMark Securities Experience January 2013 - August 2013
Job Creative, Versatile, and Highly Skilled Sales Professional always learning and seeking new connections
Industry Events Services
Experience
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

Kelsey Friedt Kelsey Friedt Cleveland/Akron, Ohio Area Details
Kelsey Friedt's ValMark Securities Experience September 2014 - Present
Job Investment Data Analyst at ValMark Securities
Industry Financial Services
Experience
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

Robert Buchwald Robert Buchwald Cleveland/Akron, Ohio Area Details
Robert Buchwald's ValMark Securities Experience 2009 - 2014
Job Information Technology Executive | Financial Services
Industry Information Technology and Services
Experience
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

Megan Andres Megan Andres Greater Minneapolis-St. Paul Area Details
Megan Andres's ValMark Securities Experience May 2013 - February 2014
Job Graphic Designer
Industry Design
Experience
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

Alexander Jeffries Alexander Jeffries Cleveland, Ohio Details
Alexander Jeffries's ValMark Securities Experience May 2013 - Present
Job Advisory Operations Specialist at ValMark Securities
Industry Financial Services
Experience
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

Bob Koci Bob Koci Columbus, Ohio Area Details
Bob Koci's ValMark Securities Experience 1997 - 1998
Job Sr. Trader at State Teachers Retirement Stystem of Ohio
Industry Financial Services
Experience
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

Emily Ty, ALMI, ACS Emily Ty, ALMI, ACS Greater Minneapolis-St. Paul Area Details
Emily Ty, ALMI, ACS's ValMark Securities Experience June 2012 - June 2014
Job Senior Research Analyst at OptumInsight
Industry Management Consulting
Experience
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

Eric Coffman MBA, CFP®, AIF® Eric Coffman MBA, CFP®, AIF® Cleveland/Akron, Ohio Area Details
Eric Coffman MBA, CFP®, AIF®'s ValMark Securities Experience July 2003 - April 2009
Job Financial Advisor, Plan Consultant at PRLKW & Co.
Industry Financial Services
Experience
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

Robert Villwock Robert Villwock Washington D.C. Metro Area Details
Robert Villwock's ValMark Securities Experience November 2009 - January 2011
Job Senior Associate at InterAmerican Development Bank
Industry Management Consulting
Experience
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

Jonathan Herbruck, CFP Jonathan Herbruck, CFP Cleveland/Akron, Ohio Area Details
Jonathan Herbruck, CFP's ValMark Securities Experience 1998 - Present
Job Business Owner at Concord Advisors
Industry Financial Services
Experience
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

Josh Procaccini Josh Procaccini Greater Boston Area Details
Josh Procaccini's ValMark Securities Experience 2002 - Present
Job
Industry Financial Services
Experience
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

Tony Mangino Tony Mangino Akron, Ohio Details
Tony Mangino's ValMark Securities Experience August 2011 - February 2015
Job Senior Developer at The J.M. Smucker Company
Industry Computer Software
Experience
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

Robert Leggett Robert Leggett Charleston, South Carolina Area Details
Robert Leggett's ValMark Securities Experience January 2012 - Present
Job Senior Portfolio Advisor at ValMark Securities
Industry Financial Services
Experience
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

Jessena Taylor Jessena Taylor Greater Minneapolis-St. Paul Area Details
Jessena Taylor's ValMark Securities Experience January 2015 - Present
Job Director Fulfillment Center at ValMark Securities
Industry Financial Services
Experience
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

Laurie Petrich Laurie Petrich Cleveland/Akron, Ohio Area Details
Laurie Petrich's ValMark Securities Experience August 1998 - September 2013
Job Controller at Nations Lending Corporation
Industry Financial Services
Experience
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

Dean Kohmann Dean Kohmann Cleveland/Akron, Ohio Area Details
Dean Kohmann's ValMark Securities Experience August 2011 - Present
Job SVP, Investment Services at ValMark Securities
Industry Financial Services
Experience
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

Jeff Kruger Jeff Kruger Des Moines, Iowa Details
Jeff Kruger's ValMark Securities Experience January 2008 - December 2014
Job Chief Underwriter, Individual Disability at Principal Financial Group
Industry Insurance
Experience
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

David W. Anderson David W. Anderson Cleveland/Akron, Ohio Area Details
David W. Anderson's ValMark Securities Experience June 2011 - June 2012
Job Corporate Bank Business Controls Group Manager at KeyBank
Industry Financial Services
Experience
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

Colleen Turk Colleen Turk Cleveland/Akron, Ohio Area Details
Colleen Turk's ValMark Securities Experience June 2005 - Present
Job Direct Business Operations Specialist
Industry Financial Services
Experience
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

Truc Cao Truc Cao Cleveland, Ohio Details
Truc Cao's ValMark Securities Experience 2000 - 2001
Job Senior Manager, Business Development
Industry Management Consulting
Experience
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

Phil Harriman Phil Harriman Portland, Maine Area Details
Phil Harriman's ValMark Securities Experience 2001 - Present
Job Legacy, Business & Financial Planning
Industry Financial Services
Experience
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

Nicole Burkhart Nicole Burkhart Cleveland/Akron, Ohio Area Details
Nicole Burkhart's ValMark Securities Experience May 2009 - May 2010
Job Personal Lines Market Underwriter
Industry Insurance
Experience
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

Michael Dobbins Michael Dobbins Cleveland/Akron, Ohio Area Details
Michael Dobbins's ValMark Securities Experience December 2009 - June 2010
Job Banker Greatness Trainer at Quicken Loans
Industry Information Technology and Services
Experience
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

Crystal Maffett Crystal Maffett Canton, Ohio Area Details
Crystal Maffett's ValMark Securities Experience June 2007 - April 2009
Job Investigative Agent at Stark County Board of Developmental Disabilities
Industry Individual & Family Services
Experience
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

Alexander Hachiya Alexander Hachiya Greater Minneapolis-St. Paul Area Details
Alexander Hachiya's ValMark Securities Experience August 2013 - Present
Job Director Policy Management at ValMark Securities
Industry Financial Services
Experience
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

Jonathan Houk, CFP®, QPFC Jonathan Houk, CFP®, QPFC Cleveland/Akron, Ohio Area Details
Jonathan Houk, CFP®, QPFC's ValMark Securities Experience May 2008 - July 2009
Job Director of Retirement Services at PRLKW & Co.
Industry Financial Services
Experience
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

Michael Chisnell, Jr., CFP®, QPFC, AIF® Michael Chisnell, Jr., CFP®, QPFC, AIF® Cleveland/Akron, Ohio Area Details
Michael Chisnell, Jr., CFP®, QPFC, AIF®'s ValMark Securities Experience May 2005 - October 2010
Job Managing Director Institutional and Asset Management Services at Sequoia Financial Group
Industry Financial Services
Experience
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

Tyler Denholm, CFA Tyler Denholm, CFA Cleveland/Akron, Ohio Area Details
Tyler Denholm, CFA's ValMark Securities Experience January 2008 - Present
Job Vice President, Investment Management & Research
Industry Financial Services
Experience
ValMark Securities   January 2008 - Present

Education
The University of Akron
Bachelor of Science, Finance

Kayla Villwock Kayla Villwock Raleigh-Durham, North Carolina Area Details
Kayla Villwock's ValMark Securities Experience December 2010 - December 2010
Job Manager, University Outreach and Recruiting @ SAS
Industry Human Resources
Experience
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

Dee Dee Palmer, CLU® Dee Dee Palmer, CLU® Cleveland/Akron, Ohio Area Details
Dee Dee Palmer, CLU®'s ValMark Securities Experience May 2006 - August 2008
Job
Industry Insurance
Experience
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

Sarah Cable Sarah Cable Minneapolis, Minnesota Details
Sarah Cable's ValMark Securities Experience July 2010 - October 2014
Job Associate Talent Acquisition Specialist at Ecolab
Industry Human Resources
Experience
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

Katie Lott, JD Katie Lott, JD Cleveland/Akron, Ohio Area Details
Katie Lott, JD's ValMark Securities Experience October 2012 - January 2015
Job Financial Advisor at W3 Wealth Management
Industry Financial Services
Experience
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

Caleb Callahan, CFP Caleb Callahan, CFP Cleveland/Akron, Ohio Area Details
Caleb Callahan, CFP's ValMark Securities Experience September 2015 - Present
Job Chief Operating Officer / Executive Vice President at ValMark Securities
Industry Financial Services
Experience
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

Alex Doll Alex Doll Cleveland/Akron, Ohio Area Details
Alex Doll's ValMark Securities Experience May 2011 - November 2013
Job Portfolio Manager at FirstMerit Private Bank
Industry Financial Services
Experience
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

Diana Cook Diana Cook Cleveland/Akron, Ohio Area Details
Diana Cook's ValMark Securities Experience 2013 - Present
Job Investment Services Operations
Industry Financial Services
Experience
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

Austin Saatzer Austin Saatzer Greater Minneapolis-St. Paul Area Details
Austin Saatzer's ValMark Securities Experience May 2010 - September 2010
Job Sales Associate at Zimmer
Industry Medical Devices
Experience
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

Carl Ness Carl Ness Greater Minneapolis-St. Paul Area Details
Carl Ness's ValMark Securities Experience June 2015 - Present
Job Intern at ValMark Securities
Industry Financial Services
Experience
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

Kramer Lawson Kramer Lawson Saint Paul, Minnesota Details
Kramer Lawson's ValMark Securities Experience June 2012 - Present
Job Senior business analyst at ValMark Securities
Industry Financial Services
Experience
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

Ben Schwarz Ben Schwarz Cleveland/Akron, Ohio Area Details
Ben Schwarz's ValMark Securities Experience December 2014 - Present
Job Audi Brand Specialist
Industry Financial Services
Experience
ValMark Securities   December 2014 - Present

Skills
Sales

Education
The University of Akron

Vicki (Gauthier) Reed Vicki (Gauthier) Reed Cleveland/Akron, Ohio Area Details
Vicki (Gauthier) Reed's ValMark Securities Experience August 2011 - Present
Job Relationship Manager at ValMark Securities
Industry Financial Services
Experience
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

Carl Dahl, FLMI, AIAA, ACS Carl Dahl, FLMI, AIAA, ACS Lansing, Michigan Area Details
Carl Dahl, FLMI, AIAA, ACS's ValMark Securities Experience November 2005 - May 2007
Job Chief Underwriter Large Case Unit
Industry Insurance
Experience
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

Zachary Hurst Zachary Hurst Stow, Ohio Details
Zachary Hurst's ValMark Securities Experience May 2015 - Present
Job Investment Analyst at ValMark Securities
Industry Financial Services
Experience
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

Michael Modon Michael Modon Greater Philadelphia Area Details
Michael Modon's ValMark Securities Experience May 2007 - June 2008
Job MBA Candidate at The Wharton School
Industry Internet
Experience
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

Matthew Wojtecki Matthew Wojtecki Cleveland, Ohio Details
Matthew Wojtecki's ValMark Securities Experience May 2006 - May 2011
Job Portfolio Manager at Key Private Bank
Industry Financial Services
Experience
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

Emily Peltier Emily Peltier Greater Minneapolis-St. Paul Area Details
Emily Peltier's ValMark Securities Experience March 2011 - January 2014
Job Ideation. Maximizer. Arranger. Relator. Achiever.
Industry Financial Services
Experience
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

Ted Rusinoff, M.Tax Ted Rusinoff, M.Tax Cleveland/Akron, Ohio Area Details
Ted Rusinoff, M.Tax's ValMark Securities Experience June 1991 - January 2005
Job CEO at EquityLock Solutions, Inc.
Industry Financial Services
Experience
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

Neil Nagy Neil Nagy Cleveland/Akron, Ohio Area Details
Neil Nagy's ValMark Securities Experience February 2013 - Present
Job Graphic Designer at ValMark Securities
Industry Graphic Design
Experience
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

Courtney DiBello Courtney DiBello Richfield, Ohio Details
Courtney DiBello's ValMark Securities Experience September 2014 - Present
Job Human Resource Analyst at ValMark Securities
Industry Human Resources
Experience
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

John B. Morgan John B. Morgan Cleveland/Akron, Ohio Area Details
John B. Morgan's ValMark Securities Experience January 2014 - Present
Job Advisory Operations Trader at ValMark Securities
Industry Financial Services
Experience
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

Robert Clower Robert Clower Mashpee, Massachusetts Details
Robert Clower's ValMark Securities Experience 2011 - Present
Job President & CEO Clower Wealth Management.
Industry Financial Services
Experience
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

Alex Fiala Alex Fiala Akron, Ohio Details
Alex Fiala's ValMark Securities Experience November 2014 - Present
Job Help Desk Administrator at ValMark Securities
Industry Information Technology and Services
Experience
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

Lynn Goebel CFP® Lynn Goebel CFP® Cleveland/Akron, Ohio Area Details
Lynn Goebel CFP®'s ValMark Securities Experience 2006 - 2010
Job Chief Compliance Officer at ValMark Securities
Industry Financial Services
Experience
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

Fady Chaccour, RFC®, ChFC® Fady Chaccour, RFC®, ChFC® Cleveland/Akron, Ohio Area Details
Fady Chaccour, RFC®, ChFC®'s ValMark Securities Experience 2003 - Present
Job Founder|Chartered Financial Consultant® My Advisors Group
Industry Financial Services
Experience
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

Mark Armstrong, CLU, ChFC Mark Armstrong, CLU, ChFC Cleveland/Akron, Ohio Area Details
Mark Armstrong, CLU, ChFC's ValMark Securities Experience March 1992 - Present
Job VP Marketing at ValMark Securities
Industry Insurance
Experience
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

Leon Hodkey Leon Hodkey Cleveland/Akron, Ohio Area Details
Leon Hodkey's ValMark Securities Experience August 2008 - August 2010
Job Operations Manager at PNC Investments
Industry Financial Services
Experience
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

Kathy Somes Kathy Somes Cleveland/Akron, Ohio Area Details
Kathy Somes's ValMark Securities Experience 1988 - 1995
Job Fund Manager Due Diligence Expert
Industry Financial Services
Experience
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)

Susan Bungo Susan Bungo Cleveland/Akron, Ohio Area Details
Susan Bungo's ValMark Securities Experience May 2006 - Present
Job Manager, Commissions @ ValMark Securities
Industry Financial Services
Experience
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

Mike Strete Mike Strete Cleveland/Akron, Ohio Area Details
Mike Strete's ValMark Securities Experience May 2010 - Present
Job Database Developer at ValMark Securities
Industry Computer Software
Experience
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

Mike Hauck Mike Hauck Tampa/St. Petersburg, Florida Area Details
Mike Hauck's ValMark Securities Experience October 2003 - December 2009
Job Practice Manager at Tribridge
Industry Information Technology and Services
Experience
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

Chris Horvat Chris Horvat Greater Denver Area Details
Chris Horvat's ValMark Securities Experience September 2010 - July 2011
Job Director of Network Office Supervision
Industry Financial Services
Experience
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

Nancy Berkey Nancy Berkey Cleveland/Akron, Ohio Area Details
Nancy Berkey's ValMark Securities Experience March 2004 - Present
Job AP/AR Accountant
Industry Financial Services
Experience
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

Ken Prillaman Ken Prillaman Greater Minneapolis-St. Paul Area Details
Ken Prillaman's ValMark Securities Experience 2003 - 2006
Job Fire Chief, Fire Marshal & Emergency Management Director at City of Brooklyn Park
Industry Public Safety
Experience
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

Chris Finefrock, CFP®, MBA Chris Finefrock, CFP®, MBA Akron, Ohio Details
Chris Finefrock, CFP®, MBA's ValMark Securities Experience May 2008 - Present
Job Adjunct Professor of Finance at The University of Akron
Industry Financial Services
Experience
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

Belkis T. Capeles, Ph.D., CMP Belkis T. Capeles, Ph.D., CMP Statesboro, Georgia Details
Belkis T. Capeles, Ph.D., CMP's ValMark Securities Experience 2005 - January 2014
Job Executive Director and Assistant Professor at Georgia Southern University
Industry Higher Education
Experience
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

Victoria (Richebacher) Conrad, CFP® Victoria (Richebacher) Conrad, CFP® Cleveland/Akron, Ohio Area Details
Victoria (Richebacher) Conrad, CFP®'s ValMark Securities Experience November 2014 - Present
Job Investment Analyst at ValMark Securities
Industry Financial Services
Experience
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

David M Earnest David M Earnest Greater Boston Area Details
David M Earnest's ValMark Securities Experience April 1996 - August 1998
Job Portfolio Manager Technology at Folger Hill
Industry Investment Management
Experience
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

Bridget Burtzel Bridget Burtzel Greater Minneapolis-St. Paul Area Details
Bridget Burtzel's ValMark Securities Experience June 2014 - Present
Job Manager of New Business, Insurance Services at ValMark Securities
Industry Insurance
Experience
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

Nancy Micheletti Nancy Micheletti Providence, Rhode Island Area Details
Nancy Micheletti's ValMark Securities Experience January 2011 - Present
Job Personal Legacy Advisor
Industry Financial Services
Experience
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

Lars Haaland, MA, FALU Lars Haaland, MA, FALU Greater Minneapolis-St. Paul Area Details
Lars Haaland, MA, FALU's ValMark Securities Experience 2009 - Present
Job Senior Underwriting Consultant at Reinsurance Group of America, Incorporated
Industry Insurance
Experience
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

Don Ellet Don Ellet Cleveland/Akron, Ohio Area Details
Don Ellet's ValMark Securities Experience September 2010 - June 2012
Job Senior System Engineer at AtNetPlus
Industry Information Technology and Services
Experience
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

David Critzer David Critzer Cleveland/Akron, Ohio Area Details
David Critzer's ValMark Securities Experience May 1999 - May 2013
Job Chief Financial Officer at Nations Lending Corporation
Industry Financial Services
Experience
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

Frank Lessick Frank Lessick Akron, Ohio Details
Frank Lessick's ValMark Securities Experience January 2008 - Present
Job Director of Advisory Operations at ValMark Securities, Inc.
Industry Financial Services
Experience
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

Joseph Kroleski Joseph Kroleski Phoenix, Arizona Area Details
Joseph Kroleski's ValMark Securities Experience 2008 - 2010
Job Financial Compliance Consultant
Industry Financial Services
Experience
Exigo Consulting   2011 - 2013
ValMark Securities   2008 - 2010

Education
Case Western Reserve University School of Law   2003 — 2005

Chad Neifer Chad Neifer Cleveland/Akron, Ohio Area Details
Chad Neifer's ValMark Securities Experience September 2004 - February 2014
Job President of The TOLI Group
Industry Financial Services
Experience
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

Greg Revak Greg Revak Cleveland/Akron, Ohio Area Details
Greg Revak's ValMark Securities Experience June 2014 - Present
Job Analyst Investment Marketing at ValMark Securities
Industry Financial Services
Experience
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

Rita Filer Rita Filer Akron, Ohio Details
Rita Filer's ValMark Securities Experience June 2002 - November 2009
Job Executive Assistant at Signet Jewelers Ltd., parent of Sterling Jewelers of Akron
Industry Luxury Goods & Jewelry
Experience
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

Olivia Colony Olivia Colony Cleveland/Akron, Ohio Area Details
Olivia Colony's ValMark Securities Experience May 2011 - May 2012
Job R&D Analyst at Progressive Insurance
Industry Insurance
Experience
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.

Melinda Meyer Melinda Meyer Cleveland/Akron, Ohio Area Details
Melinda Meyer's ValMark Securities Experience May 1996 - Present
Job Vice President at ValMark Securities
Industry Financial Services
Experience
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

Emil Heineking Emil Heineking Cleveland/Akron, Ohio Area Details
Emil Heineking's ValMark Securities Experience September 2015 - Present
Job IT Developer at ValMark Securities
Industry Information Services
Experience
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

Douglas Wilburn Douglas Wilburn Akron, Ohio Details
Douglas Wilburn's ValMark Securities Experience 2015 - Present
Job Chief Copmpliance Officer ValMark Securities/ValMark Advisers
Industry Financial Services
Experience
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

Kimberly Klippel Kimberly Klippel Akron, Ohio Details
Kimberly Klippel's ValMark Securities Experience November 2012 - July 2014
Job Compliance
Industry Financial Services
Experience
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

Camille Declercq Camille Declercq Osseo, Minnesota Details
Camille Declercq's ValMark Securities Experience June 2012 - Present
Job Underwriting Development Associate at ValMark Securities
Industry Financial Services
Experience
ValMark Securities   June 2012 - Present

Education
Gustavus Adolphus College   2008 — 2012
Communication, General