Wallington Asset Management
Address: 8900 N Keystone Ave # 1015, Indianapolis, IN 46240 Phone: (317) 575-8670: : : Website: Place name: Category: : : : Hours: Website: http://wallingtonasset.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Wallington Asset Management Posting publicly on the Web Write a review Reviews Be the first to review
Wallington Asset Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wallington Asset Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Wallington Asset Management Employees
Wallington Asset Management July 1997 - Present
Education
Ball State University
Archer Investment Corporation July 2010 - Present
Biechele Royce Advisors August 2009 - July 2010
Wallington Asset Management August 2005 - July 2009
Charles Schwab January 1999 - June 2005
Skills
Equities, Investments, Portfolio Management, Fixed Income, Mutual Funds, Investment Management, Equity Research, Asset Allocation, Alternative Investments, Investment Strategies, Wealth Management, Investment Advisory, Asset Managment, Securities, Hedge Funds, Asset Management
Education
Indiana University Bloomington 1992 — 1994
Economics
Babson College 1990 — 1992
The CFA Institute
Wallington Asset Management November 2012 - Present
Winthrop Capital Management January 2009 - September 2012
4086 Advisors, Inc. October 1998 - October 2008
Conseco, Inc. January 1992 - October 1998
KPMG Peat Marwick September 1989 - January 1992
Education
Indiana University Bloomington 1985 — 1989
B.S Business, Accounting
Fidelity Investments April 2012 - Present
Fifth Third Securities December 2010 - April 2012
Wallington Asset Management August 2009 - December 2010
Alliance Bernstein November 2007 - June 2009
Edward Jones Investments January 2004 - October 2007
Lord Abbett & Co January 2002 - January 2004
Lord Abbett January 1997 - January 2002
Smith Barney January 1989 - January 1997
FSC Securities January 1987 - January 1989
Skills
Public Speaking, Training & Development, Qualified Plan Design, Strategic Financial..., Relationship Management, Marketing, Training, Series 7, Mutual Funds, Wealth Management, Series 63, Retirement Planning, Investment Advisory, Asset Allocation, Investments, 401k, Retirement, Asset Managment, Alternative Investments, Portfolio Management, Securities, Investment Strategies, Financial Advisory
Education
Butler University - College of Business Administration 1983 — 1987
Business Administration, Bachelor of Science
Indiana Farm Bureau Insurance January 2015 - Present
Wallington Asset Management August 2008 - August 2014
KDP Investment Advisors February 2006 - August 2008
4086 Advisors (Conseco Capital Management) July 2003 - May 2005
Vinings Mellon December 2000 - July 2003
The Lanrick Group/The LandOak Company May 1999 - December 2000
Skills
Fixed Income, Statistics, Microsoft Excel, Programming, R, Python, Java, C++, Linux, Investments, Equities
Education
Indiana University Bloomington 2014 — 2014
Graduate Data Science Certificate (applicable to MS degree)
Indiana University-Purdue University at Indianapolis 2014 — 2014
Java, C++, Python Courses
CFA Institute 1999 — 2001
Chartered Financial Analyst (CFA)
Haslam College of Business at the University of Tennessee 1996 — 1999
Bachelor of Science in Business Administration
Wallington Asset Management August 2013 - Present
Charles Schwab September 2009 - July 2013
Citi September 2006 - September 2009
Citigroup May 2005 - September 2006
Citigroup June 2004 - May 2005
Bank One/JP Morgan Chase January 2001 - January 2004
Skills
Banking, Finance, Management, Portfolio Management, Financial Services, Mutual Funds, CRM, Financial Analysis
Education
OHIO UNIVERSITY 1998 — 2001
Bachelor of Arts, Economics
Ohio University 1998 — 2001
Bachelor's degree, Economics
Guerin Catholic High School July 2014 - Present
The O'Connor House April 2014 - August 2014
WestPoint Financial Group April 2014 - July 2014
MEL-RAC, LLC March 2012 - February 2014
Wallington Asset Management September 2009 - July 2011
Indiana Small Business Development Corp 1990 - 1993
Skills
Team Building, Account Management, Customer Service, Event Planning, Leadership, Management, Microsoft Excel, Process Improvement, Public Speaking, Strategic Planning, Budgets, Training
Education
Ball State University - College of Business 1981 — 1985
BS, Accounting and Entrepreneurship
Norwood Economics Inc. April 2013 - Present
Biechele Royce Advisors, Inc. March 2009 - Present
Wallington Asset Management June 2007 - March 2009
Thunderbird Management Inc. June 1994 - June 2007
Biechele Royce Advisors, Inc. June 1995 - June 2000
US Air Force May 1982 - June 1998
Skills
Asset Allocation, Investments, Portfolio Management, Estate Planning, Retirement, Mutual Funds, Investment Strategies, Investment Management, Insurance, Finance, Financial Advisory, Financial Services, Retirement Planning, Financial Planners, 401k, Capital Markets, Investment Advisory, Small Business, Wealth Management, Financial Planning
Education
The CFA Institute 1997 — 1999
CFA Charterholder, PostGraduate level courses in Economics, Finance, Capital Markets
University of Colorado Colorado Springs 1987 — 1989
MPA, Economics/Political Science
Davidson College 1978 — 1982
B.A., Journalism
Wallington Asset Management July 2012 - Present
Spectrum Management Group July 2005 - July 2012
Facets Group, Inc January 2003 - July 2005
Gingiss Formalwear 1996 - 2003
Skills
401k, Customer Service, Leadership, Marketing Strategy, Sales Management, Sales, Account Management, Financial Analysis, Marketing, Small Business, Finance, Strategic Planning
Education
Indiana University-Purdue University at Indianapolis 1995 — 1999
BS, Biology
Jeffersonville High School
Greg Coats Cars and Trucks October 2010 - Present
Wallington Asset Management March 2009 - October 2010
Skills
Financial Modeling, Financial Analysis, Asset Management, Financial Planning, Accounting, Forecasting, Mergers & Acquisitions, Risk Management, Hedge Funds, Valuation, Equity Research, Equities, Business Analysis, Microsoft Excel, Alternative Investments
Education
Indiana University Bloomington 2000 — 2002
Master of Business Administration (MBA), Accounting and Finance
Miami University 1993 — 1997
Bachelor of Science (BS), Finance, General