Vantage Financial Group, Inc.
Industry: Company
DescriptionFounded: 1969 Subsidiary: Vantage Financial Group, Inc., Asset Management Arm
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Vantage Financial Group, Inc. Employees
Employee
Years
Job
Industry
Kelsey Aerni Kelsey Aerni's Vantage Financial Group, Inc. Experience September 2014 - Present
Job Retirement Plans Communication Specialist & Financial Advisor at Vantage Financial Group, Inc.
Industry Financial Services
Experience
Vantage Financial Group, Inc. September 2014 - Present
KeyBanc Capital Markets May 2013 - October 2013
Vantage Financial Group, Inc. June 2010 - August 2012
Education
John Carroll University 2010 — 2014
Bachelor of Science and Business Administration, Finance, General
John Carroll University 2010 — 2014
Finance, General
Vantage Financial Group, Inc. September 2014 - Present
KeyBanc Capital Markets May 2013 - October 2013
Vantage Financial Group, Inc. June 2010 - August 2012
Education
John Carroll University 2010 — 2014
Bachelor of Science and Business Administration, Finance, General
John Carroll University 2010 — 2014
Finance, General
Zachary Stillman Zachary Stillman's Vantage Financial Group, Inc. Experience June 2013 - Present
Job Financial Advisor at Vantage Financial Group, Inc.
Industry Financial Services
Experience
Vantage Financial Group, Inc. June 2013 - Present
KeyBank June 2012 - June 2013
Skills
Small Business Lending, Financial Analysis, Customer Service, Sales, Wealth Management, Data Entry, System Testing, Project Planning, Series 6, Life Insurance, Networking, Personal Financial...
Education
Cleveland State University 2010 — 2012
Bachelor of Business Administration (BBA), Finance and Economics, 3.0 GPA
Olmsted Falls High School 1999 — 2003
Vantage Financial Group, Inc. June 2013 - Present
KeyBank June 2012 - June 2013
Skills
Small Business Lending, Financial Analysis, Customer Service, Sales, Wealth Management, Data Entry, System Testing, Project Planning, Series 6, Life Insurance, Networking, Personal Financial...
Education
Cleveland State University 2010 — 2012
Bachelor of Business Administration (BBA), Finance and Economics, 3.0 GPA
Olmsted Falls High School 1999 — 2003
Joe Roberts's Vantage Financial Group, Inc. Experience March 2011 - March 2014
Job Benefits Consultant
Industry Insurance
Experience
Arthur J. Gallagher & Co. March 2014 - Present
Vantage Financial Group, Inc. March 2011 - March 2014
Skills
Employee Benefits, Small Business, Strategic Planning, Marketing Strategy, Contract Negotiation, Disability Insurance, Health Insurance, Section 125 Plans, Healthcare Reform, Funding Analysis, Analysis, Health Savings Accounts, Coaching, Health Care Reform, Healthcare, Insurance, Strategy
Education
Kent State University
BA, Business Marketing
Arthur J. Gallagher & Co. March 2014 - Present
Vantage Financial Group, Inc. March 2011 - March 2014
Skills
Employee Benefits, Small Business, Strategic Planning, Marketing Strategy, Contract Negotiation, Disability Insurance, Health Insurance, Section 125 Plans, Healthcare Reform, Funding Analysis, Analysis, Health Savings Accounts, Coaching, Health Care Reform, Healthcare, Insurance, Strategy
Education
Kent State University
BA, Business Marketing
Debra Meyers Debra Meyers's Vantage Financial Group, Inc. Experience December 2010 - March 2012
Job Senior Pension Retirement Specialist at Equity Trust Company
Industry Financial Services
Experience
Equity Trust Company July 2013 - Present
Equity Trust Company July 2013 - Present
Vantage Financial Group, Inc. December 2010 - March 2012
The Standard January 1997 - March 2009
Skills
Retirement, Retirement Planning, Pensions, Defined Contribution, Mutual Funds, 401k
Education
Lorain County Community College
Equity Trust Company July 2013 - Present
Equity Trust Company July 2013 - Present
Vantage Financial Group, Inc. December 2010 - March 2012
The Standard January 1997 - March 2009
Skills
Retirement, Retirement Planning, Pensions, Defined Contribution, Mutual Funds, 401k
Education
Lorain County Community College
Caitlin Strathern Caitlin Strathern's Vantage Financial Group, Inc. Experience March 2011 - February 2015
Job Corporate Accountant at Transport Services, Inc.
Industry Transportation/Trucking/Railroad
Experience
Transport Services, Inc. February 2015 - Present
Vantage Financial Group, Inc. March 2011 - February 2015
Conrad's Tire Express and Total Car Care January 2008 - May 2009
Skills
Accounting, Financial Analysis, Auditing, Strategic Financial..., Financial Reporting, Corporate Finance, Variance Analysis, Fixed Assets, Managerial Finance, Financial Planning
Education
Cleveland State University 2007 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
Barry University 2004 — 2007
Transport Services, Inc. February 2015 - Present
Vantage Financial Group, Inc. March 2011 - February 2015
Conrad's Tire Express and Total Car Care January 2008 - May 2009
Skills
Accounting, Financial Analysis, Auditing, Strategic Financial..., Financial Reporting, Corporate Finance, Variance Analysis, Fixed Assets, Managerial Finance, Financial Planning
Education
Cleveland State University 2007 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
Barry University 2004 — 2007
Dana Korosi's Vantage Financial Group, Inc. Experience 1980 - 2002
Job Managing Director
Industry Financial Services
Experience
Riverstone Capital Consultants October 2013 - Present
Everest Commercial Lending October 2011 - August 2013
Global Resources/SMS August 2011 - November 2011
Steel Valley Federal Credit Union 2008 - 2010
Preferred Mortgage Consultants 2005 - 2008
Vantage Financial Group, Inc. 1980 - 2002
Ronald McDonald House/Cleveland, Ohio 1997 - 2000
International Management Group 1973 - 1976
Skills
Sales Management, New Business Development, Consultative Selling, Small Business, Direct Sales, Real Estate Finance, Equipment Leasing, Working Capital, Franchise Finance, Medical Finance, Marketing, Business Development, Loans, Funding, Real Estate, B2B, Franchising, Leasing, Working Capital..., Selling, Real Estate Economics, Finance
Education
Boston University - School of Management 1966 — 1970
BS in BA, Marketing, Behavioral Science
Cleveland Heights High 1963 — 1966
Riverstone Capital Consultants October 2013 - Present
Everest Commercial Lending October 2011 - August 2013
Global Resources/SMS August 2011 - November 2011
Steel Valley Federal Credit Union 2008 - 2010
Preferred Mortgage Consultants 2005 - 2008
Vantage Financial Group, Inc. 1980 - 2002
Ronald McDonald House/Cleveland, Ohio 1997 - 2000
International Management Group 1973 - 1976
Skills
Sales Management, New Business Development, Consultative Selling, Small Business, Direct Sales, Real Estate Finance, Equipment Leasing, Working Capital, Franchise Finance, Medical Finance, Marketing, Business Development, Loans, Funding, Real Estate, B2B, Franchising, Leasing, Working Capital..., Selling, Real Estate Economics, Finance
Education
Boston University - School of Management 1966 — 1970
BS in BA, Marketing, Behavioral Science
Cleveland Heights High 1963 — 1966
Matthew Diamond Matthew Diamond's Vantage Financial Group, Inc. Experience May 2011 - June 2012
Job Senior Financial Analyst at Cleveland Clinic
Industry Hospital & Health Care
Experience
Cleveland Clinic March 2015 - Present
Cleveland Clinic July 2013 - March 2015
Cleveland Clinic June 2012 - June 2013
Vantage Financial Group, Inc. May 2011 - June 2012
Westfield Group/Westfield Insurance May 2010 - December 2010
Education
John Carroll University 2014 — 2016
Master of Business Administration (MBA)
Baldwin Wallace University 2007 — 2011
B.A., Finance, Marketing
Cleveland Clinic March 2015 - Present
Cleveland Clinic July 2013 - March 2015
Cleveland Clinic June 2012 - June 2013
Vantage Financial Group, Inc. May 2011 - June 2012
Westfield Group/Westfield Insurance May 2010 - December 2010
Education
John Carroll University 2014 — 2016
Master of Business Administration (MBA)
Baldwin Wallace University 2007 — 2011
B.A., Finance, Marketing
Jeremy Rath Jeremy Rath's Vantage Financial Group, Inc. Experience July 2013 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Beaumont Health System September 2015 - Present
Vantage Financial Group, Inc. July 2013 - Present
First Investors December 2011 - June 2013
Education
Michigan State University 2008 — 2012
Bachelor of Arts (B.A.), Finance
Beaumont Health System September 2015 - Present
Vantage Financial Group, Inc. July 2013 - Present
First Investors December 2011 - June 2013
Education
Michigan State University 2008 — 2012
Bachelor of Arts (B.A.), Finance
Robert J. Hasman Robert J. Hasman's Vantage Financial Group, Inc. Experience March 2005 - January 2007
Job Director, Compensation & Benefits at Squire Patton Boggs LLP
Industry Legal Services
Experience
Squire Patton Boggs LLP February 2007 - Present
Vantage Financial Group, Inc. March 2005 - January 2007
KeyCorp June 1973 - March 2004
Skills
Employee Benefits, Deferred Compensation, Human Resources, HRIS, Budgets, Personnel Management, Recruiting, Benefits Administration, Investments, Strategic Planning, Training, HR Policies, Mergers & Acquisitions, Leadership, Executive Pay
Education
Cleveland State University 1977 — 1983
MBA, Management
The Ohio State University 1969 — 1973
BSBA, Finance
Squire Patton Boggs LLP February 2007 - Present
Vantage Financial Group, Inc. March 2005 - January 2007
KeyCorp June 1973 - March 2004
Skills
Employee Benefits, Deferred Compensation, Human Resources, HRIS, Budgets, Personnel Management, Recruiting, Benefits Administration, Investments, Strategic Planning, Training, HR Policies, Mergers & Acquisitions, Leadership, Executive Pay
Education
Cleveland State University 1977 — 1983
MBA, Management
The Ohio State University 1969 — 1973
BSBA, Finance
Denton Stusek Denton Stusek's Vantage Financial Group, Inc. Experience 1995 - 1997
Job Senior Health & Group Benefits Consultant at Towers Watson
Industry Insurance
Experience
Towers Watson May 2014 - Present
The Fine Arts Association December 2011 - Present
Oswald Companies October 2010 - May 2014
BGS Associates, LLC October 2006 - October 2010
Britton Gallagher 2006 - October 2010
United Healthcare October 2002 - October 2006
QualChoice Health Plan May 1998 - October 2002
QualChoice Healthplan May 1998 - October 2002
Anthem Blue Cross & Blue Shield April 1993 - November 1997
Vantage Financial Group, Inc. 1995 - 1997
Skills
Employee Benefits, Strategic Consulting, Healthcare Consulting, Health Insurance, Strategic Planning, Health Care Reform, Underwriting, Insurance, Employee Benefits Design, Employee Wellness..., Benefits Analysis, Managed Care, Group Benefit Plans, Self-funded, Disease Management, Benefits Administration, Disability Insurance, Health Savings Accounts, COBRA, Life Insurance, Term Life Insurance, Employee Wellness, Defined Benefit, Risk Management, Medicare, Long-term Care, 401k, HIPAA, Healthcare, Section 125 Plans, Insurance Brokerage, Benefit Communication, High Deductible Health..., Voluntary Employee..., Health & Welfare..., Group Insurance, Critical Illness, FMLA, Open Enrollment, Flexible Spending..., Group Medical, HRA, Benefits Design, Ancillary Benefits, Market Analysis, Sales, Affordable Care Act, HR Consulting, Strategic Thinking, Client Development
Education
Bowling Green State University 1985 — 1989
BA in Communications, Statistical Analysis & Research
Wickliffe High School 1982 — 1985
Towers Watson May 2014 - Present
The Fine Arts Association December 2011 - Present
Oswald Companies October 2010 - May 2014
BGS Associates, LLC October 2006 - October 2010
Britton Gallagher 2006 - October 2010
United Healthcare October 2002 - October 2006
QualChoice Health Plan May 1998 - October 2002
QualChoice Healthplan May 1998 - October 2002
Anthem Blue Cross & Blue Shield April 1993 - November 1997
Vantage Financial Group, Inc. 1995 - 1997
Skills
Employee Benefits, Strategic Consulting, Healthcare Consulting, Health Insurance, Strategic Planning, Health Care Reform, Underwriting, Insurance, Employee Benefits Design, Employee Wellness..., Benefits Analysis, Managed Care, Group Benefit Plans, Self-funded, Disease Management, Benefits Administration, Disability Insurance, Health Savings Accounts, COBRA, Life Insurance, Term Life Insurance, Employee Wellness, Defined Benefit, Risk Management, Medicare, Long-term Care, 401k, HIPAA, Healthcare, Section 125 Plans, Insurance Brokerage, Benefit Communication, High Deductible Health..., Voluntary Employee..., Health & Welfare..., Group Insurance, Critical Illness, FMLA, Open Enrollment, Flexible Spending..., Group Medical, HRA, Benefits Design, Ancillary Benefits, Market Analysis, Sales, Affordable Care Act, HR Consulting, Strategic Thinking, Client Development
Education
Bowling Green State University 1985 — 1989
BA in Communications, Statistical Analysis & Research
Wickliffe High School 1982 — 1985
Vince Berardinelli Vince Berardinelli's Vantage Financial Group, Inc. Experience Account Executive - SalesMedical Mutual of Ohio1985 - 1999
Job Broker/Consultant at Vantage Financial Group, Inc.
Industry Insurance
Experience
Vantage Financial Group, Inc. Account Executive - SalesMedical Mutual of Ohio1985 - 1999
Skills
Health Savings Accounts, Employee Benefits, Disability Insurance, Health Insurance, Account Management, Management, Team Building, Benefits Administration, Customer Service, Group Insurance, Flexible Spending..., Retirement, Insurance, Term Life Insurance, Life Insurance, 401k
Education
Cuyahoga Community College
Business Administration
Vantage Financial Group, Inc. Account Executive - SalesMedical Mutual of Ohio1985 - 1999
Skills
Health Savings Accounts, Employee Benefits, Disability Insurance, Health Insurance, Account Management, Management, Team Building, Benefits Administration, Customer Service, Group Insurance, Flexible Spending..., Retirement, Insurance, Term Life Insurance, Life Insurance, 401k
Education
Cuyahoga Community College
Business Administration
David E Berger David E Berger's Vantage Financial Group, Inc. Experience July 2014 - October 2014
Job Currently seeking new opportunities
Industry Banking
Experience
Vantage Financial Group, Inc. July 2014 - October 2014
Bank of America August 2012 - November 2013
Bank of America January 2006 - August 2012
MBNA America November 1999 - December 2005
SmithKline Beecham Clinical Laboratories December 1990 - November 1996
Case Western Reserve University July 1984 - November 1990
Skills
Banking, Credit, Investments, Customer Service, Customer Satisfaction, Process Improvement, Sales, Microsoft Excel, Accounting, Cross Selling, Microsoft Outlook, Microsoft Word, Credit Analysis, Consumer Lending, Outlook, Microsoft Office
Education
Baldwin-Wallace College 1995 — 1998
Master of Business Administration (MBA), International Business, 3.75
University of Miami
BS, Microbiology and Chemistry
Richmond Heights High School
Vantage Financial Group, Inc. July 2014 - October 2014
Bank of America August 2012 - November 2013
Bank of America January 2006 - August 2012
MBNA America November 1999 - December 2005
SmithKline Beecham Clinical Laboratories December 1990 - November 1996
Case Western Reserve University July 1984 - November 1990
Skills
Banking, Credit, Investments, Customer Service, Customer Satisfaction, Process Improvement, Sales, Microsoft Excel, Accounting, Cross Selling, Microsoft Outlook, Microsoft Word, Credit Analysis, Consumer Lending, Outlook, Microsoft Office
Education
Baldwin-Wallace College 1995 — 1998
Master of Business Administration (MBA), International Business, 3.75
University of Miami
BS, Microbiology and Chemistry
Richmond Heights High School
Jeff Howell Jeff Howell's Vantage Financial Group, Inc. Experience 2003 - 2008
Job Account Executive, National Accounts at Aetna
Industry Insurance
Experience
Aetna 2013 - Present
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas 2008 - 2012
Vantage Financial Group, Inc. 2003 - 2008
Blue Cross Blue Shield of Massachusetts 1998 - 2003
United HealthCare 1995 - 1998
Skills
Employee Benefits, Insurance, Customer Relations, Contract Negotiation, Account Management, Health Insurance, Health Care Marketing, Managed Care, Customer Engagement, Strategic Consulting, Health Care, Sales, Sales Presentations, Prescription Drugs, Stop Loss, Ancillary Benefits, Employee Wellness..., Marketing, Healthcare, Customer Service, Brokers, Business Analysis, COBRA, CRM, Disability Insurance, HMO, Health Care Reform, Health Savings Accounts, Leadership, Life Insurance, Long-term Care, Medicare, New Business Development, PPO, Program Management, Selling, Strategic Planning, Strategy
Education
The University of Akron 1988 — 1992
Bachelor of Science, Business Administration
Aetna 2013 - Present
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas 2008 - 2012
Vantage Financial Group, Inc. 2003 - 2008
Blue Cross Blue Shield of Massachusetts 1998 - 2003
United HealthCare 1995 - 1998
Skills
Employee Benefits, Insurance, Customer Relations, Contract Negotiation, Account Management, Health Insurance, Health Care Marketing, Managed Care, Customer Engagement, Strategic Consulting, Health Care, Sales, Sales Presentations, Prescription Drugs, Stop Loss, Ancillary Benefits, Employee Wellness..., Marketing, Healthcare, Customer Service, Brokers, Business Analysis, COBRA, CRM, Disability Insurance, HMO, Health Care Reform, Health Savings Accounts, Leadership, Life Insurance, Long-term Care, Medicare, New Business Development, PPO, Program Management, Selling, Strategic Planning, Strategy
Education
The University of Akron 1988 — 1992
Bachelor of Science, Business Administration
Drew Hemminger Drew Hemminger's Vantage Financial Group, Inc. Experience May 2014 - Present
Job Financial Advisor at Vantage Financial Group
Industry Financial Services
Experience
Vantage Financial Group, Inc. May 2014 - Present
US Army November 2010 - November 2013
US Army May 2008 - November 2013
Skills
FBCB2, Military Communications, Encryption, JCR, JCR Log, Computer Network..., Network Administration, Radio, Emergency Medicine, Driver Training, Finacial, Retirement Planning
Education
Bowling Green State University 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Bowling Green State University 2004 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
Vantage Financial Group, Inc. May 2014 - Present
US Army November 2010 - November 2013
US Army May 2008 - November 2013
Skills
FBCB2, Military Communications, Encryption, JCR, JCR Log, Computer Network..., Network Administration, Radio, Emergency Medicine, Driver Training, Finacial, Retirement Planning
Education
Bowling Green State University 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Bowling Green State University 2004 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
Danielle Randolph Danielle Randolph's Vantage Financial Group, Inc. Experience January 2015 - Present
Job Finance
Industry Financial Services
Experience
Vantage Financial Group, Inc. January 2015 - Present
First Investors January 2011 - January 2015
Hybrid News Limited January 2009 - January 2011
Zap Entertainment 2006 - 2009
Education
Marymount Manhattan College 2002 — 2006
Vantage Financial Group, Inc. January 2015 - Present
First Investors January 2011 - January 2015
Hybrid News Limited January 2009 - January 2011
Zap Entertainment 2006 - 2009
Education
Marymount Manhattan College 2002 — 2006
Justin Pagnard Justin Pagnard's Vantage Financial Group, Inc. Experience January 2011 - Present
Job Financial Advisor at Vantage Financial Group, Inc.
Industry Investment Management
Experience
Vantage Financial Group, Inc. January 2011 - Present
Key Investment Services September 2009 - January 2011
JPMorgan Chase November 2006 - September 2009
Bank of America May 2004 - November 2006
Skills
Retirement Planning, Investments, Series 7, Retirement, Insurance, Strategic Financial..., Series 63, Series 65, Securities
Education
Bowling Green State University 2000 — 2004
Bachelor of Business Administration (BBA), Marketing
Bellevue Senior High School 1996 — 2000
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Vantage Financial Group, Inc. January 2011 - Present
Key Investment Services September 2009 - January 2011
JPMorgan Chase November 2006 - September 2009
Bank of America May 2004 - November 2006
Skills
Retirement Planning, Investments, Series 7, Retirement, Insurance, Strategic Financial..., Series 63, Series 65, Securities
Education
Bowling Green State University 2000 — 2004
Bachelor of Business Administration (BBA), Marketing
Bellevue Senior High School 1996 — 2000
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Colin Anderson Colin Anderson's Vantage Financial Group, Inc. Experience November 2009 - Present
Job Vantage Financial Group, Inc.
Industry Financial Services
Experience
Vantage Financial Group, Inc. November 2009 - Present
Blue Mountain Race Team December 2004 - Present
GF Pension Corp July 2006 - November 2009
Merrill Lynch March 2005 - June 2006
The Bank of New York March 2004 - March 2005
Verizon Avenue 2002 - 2002
Skills
Retirement Planning, Mutual Funds, Retirement, Strategic Financial..., Securities, Qualified Retirement..., Investments, 401k, Wealth Management, Series 7, Pensions, Disability Insurance, Employee Benefits, Asset Allocation, Series 65, Insurance, Financial Analysis, Series 63, Asset Management, Estate Planning, Strategic Planning, Finance, Investment Advisory, FINRA, Uniform Combined State..., Series 6, Financial Advisory, Investment Strategies, Life Insurance, Retirement Plan..., Alternative Investments
Education
Colby-Sawyer College 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
Bethlehem Catholic High School 1995 — 1999
Vantage Financial Group, Inc. November 2009 - Present
Blue Mountain Race Team December 2004 - Present
GF Pension Corp July 2006 - November 2009
Merrill Lynch March 2005 - June 2006
The Bank of New York March 2004 - March 2005
Verizon Avenue 2002 - 2002
Skills
Retirement Planning, Mutual Funds, Retirement, Strategic Financial..., Securities, Qualified Retirement..., Investments, 401k, Wealth Management, Series 7, Pensions, Disability Insurance, Employee Benefits, Asset Allocation, Series 65, Insurance, Financial Analysis, Series 63, Asset Management, Estate Planning, Strategic Planning, Finance, Investment Advisory, FINRA, Uniform Combined State..., Series 6, Financial Advisory, Investment Strategies, Life Insurance, Retirement Plan..., Alternative Investments
Education
Colby-Sawyer College 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
Bethlehem Catholic High School 1995 — 1999
Margaret Newton Margaret Newton's Vantage Financial Group, Inc. Experience September 2011 - February 2012
Job at AmWINS Group
Industry Insurance
Experience
AmWINS Group October 2012 - Present
Crump Insurance February 2012 - November 2012
Vantage Financial Group, Inc. September 2011 - February 2012
Custom Brokers Insurance January 2011 - August 2011
Skills
Insurance, Health Insurance
Education
Ohio Wesleyan University 2005 — 2009
Bachelor's degree, Political Science and Government
AmWINS Group October 2012 - Present
Crump Insurance February 2012 - November 2012
Vantage Financial Group, Inc. September 2011 - February 2012
Custom Brokers Insurance January 2011 - August 2011
Skills
Insurance, Health Insurance
Education
Ohio Wesleyan University 2005 — 2009
Bachelor's degree, Political Science and Government
Justin Maciak Justin Maciak's Vantage Financial Group, Inc. Experience February 2013 - Present
Job Financial Advisor, Vantage Financial Group
Industry Financial Services
Experience
Vantage Financial Group, Inc. February 2013 - Present
First Investors Corporation April 2006 - February 2013
First Investors October 2009 - October 2012
Wachovia Securities, LLC May 2003 - August 2005
Education
Kent State University 2001 — 2004
b.b.a, finance
Normandy High School 1996 — 2000
High School Diploma
Vantage Financial Group, Inc. February 2013 - Present
First Investors Corporation April 2006 - February 2013
First Investors October 2009 - October 2012
Wachovia Securities, LLC May 2003 - August 2005
Education
Kent State University 2001 — 2004
b.b.a, finance
Normandy High School 1996 — 2000
High School Diploma
Melina Merrill Melina Merrill's Vantage Financial Group, Inc. Experience April 2007 - April 2010
Job 401(k) Account Manager at Vantage Financial Group, Inc.
Industry Investment Management
Experience
Cetera Advisor Networks LLC dba Vantage Financial Group, Inc. May 2013 - Present
KeyBank April 2010 - May 2013
Vantage Financial Group, Inc. April 2007 - April 2010
Sky Bank April 2006 - April 2007
Lincoln Financial Group 1990 - 2006
Nestlé S.A. 1977 - 1990
Skills
Investments, Insurance, Series 7, Mutual Funds, Retirement Planning, Banking, Securities, Series 6, 7, 63, Financial Planning, Compliance, Equities, Trading, Outlook, Series 63, Annuities, Word, Financial Services
Education
Notre Dame College
AA, Business Administration
Solon High School
Cetera Advisor Networks LLC dba Vantage Financial Group, Inc. May 2013 - Present
KeyBank April 2010 - May 2013
Vantage Financial Group, Inc. April 2007 - April 2010
Sky Bank April 2006 - April 2007
Lincoln Financial Group 1990 - 2006
Nestlé S.A. 1977 - 1990
Skills
Investments, Insurance, Series 7, Mutual Funds, Retirement Planning, Banking, Securities, Series 6, 7, 63, Financial Planning, Compliance, Equities, Trading, Outlook, Series 63, Annuities, Word, Financial Services
Education
Notre Dame College
AA, Business Administration
Solon High School
Matthew Koriath Matthew Koriath's Vantage Financial Group, Inc. Experience December 2008 - April 2009
Job Strategic Account Executive at UMR
Industry Insurance
Experience
UMR December 2012 - Present
Red Line Greenway 2009 - Present
UnitedHealthcare January 2010 - December 2012
UnitedHealthcare June 2009 - January 2010
Minds Matter of Cleveland October 2007 - August 2009
Vantage Financial Group, Inc. December 2008 - April 2009
Vantage Financial Group, Inc. August 2006 - December 2008
Vantage Financial Group, Inc. February 2006 - August 2006
Westfield Group February 2005 - May 2005
Cuyahoga County Prosecutor's Office 2001 - 2003
Skills
Employee Benefits, Insurance, Disability Insurance, Life Insurance, Strategic Planning, Management, Small Business, Contract Negotiation, Strategic Financial..., Health Insurance, Health Savings Accounts, Benefits Administration, Brokers, Account Management, Marketing, Managed Care, Medicare
Education
Baldwin Wallace University 2003 — 2006
BA, Management, Finance, Human Resources
Cuyahoga Community College 2001 — 2003
Business, Technology
UMR December 2012 - Present
Red Line Greenway 2009 - Present
UnitedHealthcare January 2010 - December 2012
UnitedHealthcare June 2009 - January 2010
Minds Matter of Cleveland October 2007 - August 2009
Vantage Financial Group, Inc. December 2008 - April 2009
Vantage Financial Group, Inc. August 2006 - December 2008
Vantage Financial Group, Inc. February 2006 - August 2006
Westfield Group February 2005 - May 2005
Cuyahoga County Prosecutor's Office 2001 - 2003
Skills
Employee Benefits, Insurance, Disability Insurance, Life Insurance, Strategic Planning, Management, Small Business, Contract Negotiation, Strategic Financial..., Health Insurance, Health Savings Accounts, Benefits Administration, Brokers, Account Management, Marketing, Managed Care, Medicare
Education
Baldwin Wallace University 2003 — 2006
BA, Management, Finance, Human Resources
Cuyahoga Community College 2001 — 2003
Business, Technology
Jarrod Kedzior Jarrod Kedzior's Vantage Financial Group, Inc. Experience October 2014 - July 2015
Job Personal Banker Associate at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank July 2015 - Present
Vantage Financial Group, Inc. October 2014 - July 2015
Wegman, Hessler & Vanderburg May 2013 - October 2014
Freight Expediters October 2006 - December 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Social Media, Management, Customer Service, Leadership, Event Planning
Education
University of South Alabama 2009 — 2014
Bachelor's degree, Finance and Marketing Management
Saint Ignatius High School 2005 — 2009
Fifth Third Bank July 2015 - Present
Vantage Financial Group, Inc. October 2014 - July 2015
Wegman, Hessler & Vanderburg May 2013 - October 2014
Freight Expediters October 2006 - December 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Social Media, Management, Customer Service, Leadership, Event Planning
Education
University of South Alabama 2009 — 2014
Bachelor's degree, Finance and Marketing Management
Saint Ignatius High School 2005 — 2009
Patrick McGuire, CRPC, CLTC's Vantage Financial Group, Inc. Experience July 2012 - Present
Job Financial Advisor at Vantage Financial Group, Inc.
Industry Financial Services
Experience
Vantage Financial Group, Inc. July 2012 - Present
Ameriprise Financial November 2003 - July 2012
Ameriprise Financial Services, Inc. June 2006 - June 2009
Education
Miami University 1998 — 2003
Bachelor's, Political Science
Miami University 1998 — 2003
Ursuline High School 1994 — 1998
Vantage Financial Group, Inc. July 2012 - Present
Ameriprise Financial November 2003 - July 2012
Ameriprise Financial Services, Inc. June 2006 - June 2009
Education
Miami University 1998 — 2003
Bachelor's, Political Science
Miami University 1998 — 2003
Ursuline High School 1994 — 1998
Nicole Mix's Vantage Financial Group, Inc. Experience March 2008 - August 2009
Job Landscape Architecture Design and Planning Professional
Industry Architecture & Planning
Experience
Fisher Associates April 2013 - Present
Mark IV Construction Co June 2012 - March 2013
Thousand Islands Land Trust June 2011 - May 2012
SUNY ESF August 2009 - May 2012
Rochester Regional Community Design Center May 2010 - August 2010
Vantage Financial Group, Inc. March 2008 - August 2009
Biodiversity Alliance March 2008 - October 2008
Cleveland Botanical Garden 2008 - 2008
The Holden Arboretum June 2005 - September 2007
Skills
Landscape Design, Graphic Design (Adobe..., Conservation/Land..., Landscape Architecture, Urban Design, Urban Planning, Land Use Planning, Sustainability, Sustainable Design, InDesign, Design Research, Historic Preservation, Site Plans, Drawing, Plant Identification, Photoshop
Education
State University of New York College of Environmental Sciences and Forestry 2009 — 2012
MLA, Landscape Architecture
Miami University 2001 — 2005
BA, Geography/Environmental Science
Gilmour Academy 1992 — 2001
Fisher Associates April 2013 - Present
Mark IV Construction Co June 2012 - March 2013
Thousand Islands Land Trust June 2011 - May 2012
SUNY ESF August 2009 - May 2012
Rochester Regional Community Design Center May 2010 - August 2010
Vantage Financial Group, Inc. March 2008 - August 2009
Biodiversity Alliance March 2008 - October 2008
Cleveland Botanical Garden 2008 - 2008
The Holden Arboretum June 2005 - September 2007
Skills
Landscape Design, Graphic Design (Adobe..., Conservation/Land..., Landscape Architecture, Urban Design, Urban Planning, Land Use Planning, Sustainability, Sustainable Design, InDesign, Design Research, Historic Preservation, Site Plans, Drawing, Plant Identification, Photoshop
Education
State University of New York College of Environmental Sciences and Forestry 2009 — 2012
MLA, Landscape Architecture
Miami University 2001 — 2005
BA, Geography/Environmental Science
Gilmour Academy 1992 — 2001
Patti Wisnieski's Vantage Financial Group, Inc. Experience April 2007 - April 2010
Job Retirement Plan Counselor Government Markets at Empower Retirement Great West Financial
Industry Investment Management
Experience
EMPOWER Retirement - Great West Financial August 2013 - Present
City of Independence, Ohio, USA January 1998 - Present
Ownership Advisors April 2010 - August 2013
Vantage Financial Group, Inc. April 2007 - April 2010
Skills
Notary Public, Local Government, Deferred Compensation, Retirement Planning, Strategic Planning, Investments, Investment Management, Series 6, Retirement, Financial Analysis, Finance, Fundraising, Public Speaking, Outlook, Community Outreach, Mutual Funds, Customer Service
Education
Baldwin-Wallace College
MBA, Bachelors of Science Business Management
EMPOWER Retirement - Great West Financial August 2013 - Present
City of Independence, Ohio, USA January 1998 - Present
Ownership Advisors April 2010 - August 2013
Vantage Financial Group, Inc. April 2007 - April 2010
Skills
Notary Public, Local Government, Deferred Compensation, Retirement Planning, Strategic Planning, Investments, Investment Management, Series 6, Retirement, Financial Analysis, Finance, Fundraising, Public Speaking, Outlook, Community Outreach, Mutual Funds, Customer Service
Education
Baldwin-Wallace College
MBA, Bachelors of Science Business Management
Kurt Camden's Vantage Financial Group, Inc. Experience January 2013 - Present
Job Manager, Business Development / IAR at Vantage Financial Group, Inc.
Industry Financial Services
Experience
Vantage Financial Group, Inc. January 2013 - Present
First Investors Corporation November 2005 - January 2013
First Investors Corporation May 2002 - November 2005
Education
University of Dayton 1998 — 2002
MBA
University of Dayton 1997 — 2002
BS, Accounting
Detroit Catholic Central High School 1993 — 1997
River Oaks
Vantage Financial Group, Inc. January 2013 - Present
First Investors Corporation November 2005 - January 2013
First Investors Corporation May 2002 - November 2005
Education
University of Dayton 1998 — 2002
MBA
University of Dayton 1997 — 2002
BS, Accounting
Detroit Catholic Central High School 1993 — 1997
River Oaks
David Barna's Vantage Financial Group, Inc. Experience October 2011 - December 2014
Job CFO * Treasurer * Consultant * CPA
Industry Accounting
Experience
AMG Peterbilt of Columbus July 2015 - Present
Miscellaneous January 2015 - June 2015
Vantage Financial Group, Inc. October 2011 - December 2014
Premier Manufacturing Corporation July 1992 - October 2011
Other Companies: January 1990 - February 1992
Skills
Strategic Financial..., Risk Management, Financial Analysis, Mergers, Banking, Asset Managment, Financial Reporting, Financial Accounting, Employee Benefits, Executive Management, Cost Accounting, Cash Management, Business Process..., Treasury Management, Cash Flow, Corporate Finance, Internal Controls, Accounting, 401k, Managerial Finance, Business Planning, Private Equity, Mergers & Acquisitions, Investments, Restructuring, Financial Risk, Due Diligence, Asset Management, Insurance, Financial Planning
Education
Cleveland State University
Bachelor of Business Administration (BBA), Accounting, Cum Laude
AMG Peterbilt of Columbus July 2015 - Present
Miscellaneous January 2015 - June 2015
Vantage Financial Group, Inc. October 2011 - December 2014
Premier Manufacturing Corporation July 1992 - October 2011
Other Companies: January 1990 - February 1992
Skills
Strategic Financial..., Risk Management, Financial Analysis, Mergers, Banking, Asset Managment, Financial Reporting, Financial Accounting, Employee Benefits, Executive Management, Cost Accounting, Cash Management, Business Process..., Treasury Management, Cash Flow, Corporate Finance, Internal Controls, Accounting, 401k, Managerial Finance, Business Planning, Private Equity, Mergers & Acquisitions, Investments, Restructuring, Financial Risk, Due Diligence, Asset Management, Insurance, Financial Planning
Education
Cleveland State University
Bachelor of Business Administration (BBA), Accounting, Cum Laude
Brian Rees, MBA's Vantage Financial Group, Inc. Experience September 2014 - Present
Job Financial Advisor at Vantage Financial Group, Inc.
Industry Financial Services
Experience
Vantage Financial Group, Inc. September 2014 - Present
The Center for Health Affairs / CHAMPS Healthcare September 2013 - August 2014
ADP May 2011 - March 2012
Principal Financial Group November 2005 - May 2011
Skills
401k, Retirement, Retirement Planning, Mutual Funds, Employee Benefits, Series 7, Pensions, Asset Management, Asset Managment, Strategy, Insurance, Asset Allocation, Financial Services, Strategic Financial..., Life Insurance, Disability Insurance, Series 63, Project Planning
Education
Baldwin Wallace University 2007 — 2009
MBA, Management
Cleveland State University 1999 — 2002
Business, Finance
Vantage Financial Group, Inc. September 2014 - Present
The Center for Health Affairs / CHAMPS Healthcare September 2013 - August 2014
ADP May 2011 - March 2012
Principal Financial Group November 2005 - May 2011
Skills
401k, Retirement, Retirement Planning, Mutual Funds, Employee Benefits, Series 7, Pensions, Asset Management, Asset Managment, Strategy, Insurance, Asset Allocation, Financial Services, Strategic Financial..., Life Insurance, Disability Insurance, Series 63, Project Planning
Education
Baldwin Wallace University 2007 — 2009
MBA, Management
Cleveland State University 1999 — 2002
Business, Finance
Catherine Fairchild's Vantage Financial Group, Inc. Experience 2009 - 2009
Job Claims Processor/Examner at Kaiser Permanente
Industry Insurance
Experience
Kaiser Permanente October 2010 - Present
Vantage Financial Group, Inc. 2009 - 2009
The J.P. Farley Corporation 2003 - 2009
Skills
Health Insurance, ICD-9, Medical Terminology, Health Savings Accounts, Access, Lotus Notes, Call Center, PowerPoint, Medical Records, Data Analysis, Spreadsheets, Analysis, Social Media
Education
Polaris Career Center 1978 — 1980
licensed cosmetologist, Cosmetology, Barber/Styling, and Nail Instructor
Midpark High School 1977 — 1980
high scool diplima, general
Kaiser Permanente October 2010 - Present
Vantage Financial Group, Inc. 2009 - 2009
The J.P. Farley Corporation 2003 - 2009
Skills
Health Insurance, ICD-9, Medical Terminology, Health Savings Accounts, Access, Lotus Notes, Call Center, PowerPoint, Medical Records, Data Analysis, Spreadsheets, Analysis, Social Media
Education
Polaris Career Center 1978 — 1980
licensed cosmetologist, Cosmetology, Barber/Styling, and Nail Instructor
Midpark High School 1977 — 1980
high scool diplima, general
Frank Miotke's Vantage Financial Group, Inc. Experience 2008 - Present
Job Employee Benefit Consultant at Vantage Financial Group, Inc.
Industry Insurance
Experience
Vantage Financial Group, Inc. 2008 - Present
Lincoln Financial Group 2003 - 2008
Prudential Financial 2000 - 2003
Unum 1993 - 2000
Buffalo Bills March 1992 - October 1992
Houston Oilers Football Club 1990 - 1992
New York Giants Football Club 1989 - 1990
Skills
Disability Insurance, Retirement, Health Insurance, Insurance, Employee Benefits, Health Savings Accounts, Brokers, 401k, Benefits Administration, Life Insurance, Term Life Insurance, Retirement Planning, Long-term Care, COBRA, Critical Illness, Strategic Financial...
Education
Grand Valley State University 1984 — 1988
BBA, Marketing
Hartland High School 1981 — 1984
Vantage Financial Group, Inc. 2008 - Present
Lincoln Financial Group 2003 - 2008
Prudential Financial 2000 - 2003
Unum 1993 - 2000
Buffalo Bills March 1992 - October 1992
Houston Oilers Football Club 1990 - 1992
New York Giants Football Club 1989 - 1990
Skills
Disability Insurance, Retirement, Health Insurance, Insurance, Employee Benefits, Health Savings Accounts, Brokers, 401k, Benefits Administration, Life Insurance, Term Life Insurance, Retirement Planning, Long-term Care, COBRA, Critical Illness, Strategic Financial...
Education
Grand Valley State University 1984 — 1988
BBA, Marketing
Hartland High School 1981 — 1984
Julie Sindelar's Vantage Financial Group, Inc. Experience December 1999 - July 2001
Job Trust Operations at PNC Bank
Industry Financial Services
Experience
PNC Bank July 2005 - Present
Advanstar Communications May 2004 - May 2005
Vantage Financial Group, Inc. December 1999 - July 2001
Education
Cuyahoga Community College
PNC Bank July 2005 - Present
Advanstar Communications May 2004 - May 2005
Vantage Financial Group, Inc. December 1999 - July 2001
Education
Cuyahoga Community College
KATHLEEN BATENCHUK's Vantage Financial Group, Inc. Experience May 2012 - Present
Job Customer Service Representative/Claims Processor at Vantage Financial Group, Inc.
Industry Consumer Services
Experience
Vantage Financial Group, Inc. May 2012 - Present
Coldwater Creek December 2007 - December 2012
CVS Caremark Corporation July 2011 - February 2012
Key Bank July 2006 - September 2009
Antares Staffing March 2002 - June 2006
Electra Sound October 1993 - November 1998
Metropolitan Health Planning June 1974 - September 1979
Skills
Customer Service, Documentation, Data Entry, Writing, Outlook, Pharmacy Audit Analyst, Software Documentation
Education
Canon Financial Institute 2008 — 2008
Certificate for Canon I, Fiduciary l - Trusts
Sanford Brown Institute 1998 — 2000
Certificate in Cardiovascular Ultrasound, Cardiac Ultrasound
Sawyer Business College 1992 — 1993
Computer & Word Processing Degree, Data Processing
Cuyahoga Community College 1972 — 1973
Liberal Arts Courses
Cleveland State University 1970 — 1971
Liberal Arts
Vantage Financial Group, Inc. May 2012 - Present
Coldwater Creek December 2007 - December 2012
CVS Caremark Corporation July 2011 - February 2012
Key Bank July 2006 - September 2009
Antares Staffing March 2002 - June 2006
Electra Sound October 1993 - November 1998
Metropolitan Health Planning June 1974 - September 1979
Skills
Customer Service, Documentation, Data Entry, Writing, Outlook, Pharmacy Audit Analyst, Software Documentation
Education
Canon Financial Institute 2008 — 2008
Certificate for Canon I, Fiduciary l - Trusts
Sanford Brown Institute 1998 — 2000
Certificate in Cardiovascular Ultrasound, Cardiac Ultrasound
Sawyer Business College 1992 — 1993
Computer & Word Processing Degree, Data Processing
Cuyahoga Community College 1972 — 1973
Liberal Arts Courses
Cleveland State University 1970 — 1971
Liberal Arts
Diana McCauley's Vantage Financial Group, Inc. Experience May 2007 - May 2008
Job Finance Manager Consolidation & Reporting at Materion Corporation
Industry Accounting
Experience
Materion Corporation February 2014 - Present
Materion Corporation July 2013 - February 2014
EY May 2008 - June 2013
Vantage Financial Group, Inc. May 2007 - May 2008
Skills
Auditing, Accounting, Financial Statements, CPA, External Audit, Financial Audits, Finance, Sarbanes-Oxley, SAP, Hyperion Enterprise, Microsoft Excel, Internal Controls, Financial Reporting, SEC filings, GAAP, Financial Accounting
Education
University of Virginia 2008 — 2009
Master's degree, Accounting
Miami University 2003 — 2007
Bachelor of Science (B.S.), Finance
Materion Corporation February 2014 - Present
Materion Corporation July 2013 - February 2014
EY May 2008 - June 2013
Vantage Financial Group, Inc. May 2007 - May 2008
Skills
Auditing, Accounting, Financial Statements, CPA, External Audit, Financial Audits, Finance, Sarbanes-Oxley, SAP, Hyperion Enterprise, Microsoft Excel, Internal Controls, Financial Reporting, SEC filings, GAAP, Financial Accounting
Education
University of Virginia 2008 — 2009
Master's degree, Accounting
Miami University 2003 — 2007
Bachelor of Science (B.S.), Finance
Linda Whitfield Wilson's Vantage Financial Group, Inc. Experience 2011 - 2012
Job Investment Management Professional
Industry Investment Management
Experience
Vantage Financial Group, Inc. 2011 - 2012
Farmers Insurance July 2009 - September 2011
Education
University of Phoenix 2007 — 2010
Bachelor of Science (B.S.), Communication, General, 3.72
Vantage Financial Group, Inc. 2011 - 2012
Farmers Insurance July 2009 - September 2011
Education
University of Phoenix 2007 — 2010
Bachelor of Science (B.S.), Communication, General, 3.72
Michelle Bauman's Vantage Financial Group, Inc. Experience
Job Account Manager at Vantage Financial Group, Inc.
Industry Investment Management
Experience
Vantage Financial Group, Inc.
Skills
Investments, Asset Management, Mutual Funds, Account Management, Insurance, Strategic Financial..., Equities, Securities, Series 63, Wealth Management, Retirement Planning, Employee Benefits
Education
Bowling Green State University
Bachelor of Arts in Communications
Vantage Financial Group, Inc.
Skills
Investments, Asset Management, Mutual Funds, Account Management, Insurance, Strategic Financial..., Equities, Securities, Series 63, Wealth Management, Retirement Planning, Employee Benefits
Education
Bowling Green State University
Bachelor of Arts in Communications
Rick Musil's Vantage Financial Group, Inc. Experience March 2015 - Present
Job Controller at Vantage Financial Group, Inc.
Industry Accounting
Experience
Vantage Financial Group, Inc. March 2015 - Present
HOWLEY & COMPANY October 2011 - March 2015
Danco Metal Products, Inc. September 2006 - November 2009
Applied Industrial Technologies March 1999 - September 2006
Education
Hiram College
Bachelor's Degree, Accounting and Finance Management
Vantage Financial Group, Inc. March 2015 - Present
HOWLEY & COMPANY October 2011 - March 2015
Danco Metal Products, Inc. September 2006 - November 2009
Applied Industrial Technologies March 1999 - September 2006
Education
Hiram College
Bachelor's Degree, Accounting and Finance Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY