Ward Group
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Ward Group Employees
Employee
Years
Job
Industry
Jake Maliszewski Jake Maliszewski's Ward Group Experience October 2013 - Present
Job Analyst at Ward Group
Industry Insurance
Experience
Ward Group October 2013 - Present
Robert W. Baird & Co. July 2012 - October 2013
Robert W. Baird & Co. January 2012 - July 2012
United Way of Rock River Valley May 2010 - December 2011
Merrill Lynch June 2011 - November 2011
Skills
Entrepreneurship, CRM, Time Management, Leadership, Strategic Planning, Budgets, Customer Service, Marketing Communications, Team Building, Risk Management, Marketing, Analysis, Social Media, Team Leadership, Process Improvement, Finance, Event Management, Forecasting, Financial Modeling, Benchmarking, Financial Analysis, Data Analysis, Insurance
Education
Rockford College 2008 — 2011
B.A., Majors: Economics, Philosophy; Minor: Business Administration
Jefferson High School 2004 — 2008
Ward Group October 2013 - Present
Robert W. Baird & Co. July 2012 - October 2013
Robert W. Baird & Co. January 2012 - July 2012
United Way of Rock River Valley May 2010 - December 2011
Merrill Lynch June 2011 - November 2011
Skills
Entrepreneurship, CRM, Time Management, Leadership, Strategic Planning, Budgets, Customer Service, Marketing Communications, Team Building, Risk Management, Marketing, Analysis, Social Media, Team Leadership, Process Improvement, Finance, Event Management, Forecasting, Financial Modeling, Benchmarking, Financial Analysis, Data Analysis, Insurance
Education
Rockford College 2008 — 2011
B.A., Majors: Economics, Philosophy; Minor: Business Administration
Jefferson High School 2004 — 2008
Jeff Rieder, CPA, CPCU, CLU® Jeff Rieder, CPA, CPCU, CLU®'s Ward Group Experience November 1998 - Present
Job Partner, Head of Ward Group
Industry Insurance
Experience
Ward Group November 1998 - Present
Great American Insurance August 1993 - October 1998
Skills
Financial Analysis, Analysis, Underwriting, Insurance, Finance, Property & Casualty..., Claims Management, Process Improvement, Human Resources, Auditing, Management, Strategic Financial..., Accounting, Reinsurance, Risk Management, Management Consulting, Commercial Lines
Education
University of Cincinnati College of Business 1993 — 1998
Bachelor of Science, Accounting
The American College
Chartered Life Underwriter®
Ward Group November 1998 - Present
Great American Insurance August 1993 - October 1998
Skills
Financial Analysis, Analysis, Underwriting, Insurance, Finance, Property & Casualty..., Claims Management, Process Improvement, Human Resources, Auditing, Management, Strategic Financial..., Accounting, Reinsurance, Risk Management, Management Consulting, Commercial Lines
Education
University of Cincinnati College of Business 1993 — 1998
Bachelor of Science, Accounting
The American College
Chartered Life Underwriter®
Martin Sheffield Martin Sheffield's Ward Group Experience May 2000 - June 2003
Job Principal at Sheffield Consulting, LLC
Industry Financial Services
Experience
Sheffield Consulting, LLC June 2003 - Present
Penn-America Group 2000 - 2004
Ward Group May 2000 - June 2003
A. M. Best Co. April 1995 - May 2000
Co-operative Ins Company of WNY 1971 - 1994
Skills
Property & Casualty..., Insurance, Financial Analysis, Reinsurance, Expert Witness, Underwriting, Professional Liability, D&O, Analysis, Casualty, Workers Compensation, Commercial Insurance, Financial Risk
Education
Saint Bonaventure University
CPCU, Insurance
Sheffield Consulting, LLC June 2003 - Present
Penn-America Group 2000 - 2004
Ward Group May 2000 - June 2003
A. M. Best Co. April 1995 - May 2000
Co-operative Ins Company of WNY 1971 - 1994
Skills
Property & Casualty..., Insurance, Financial Analysis, Reinsurance, Expert Witness, Underwriting, Professional Liability, D&O, Analysis, Casualty, Workers Compensation, Commercial Insurance, Financial Risk
Education
Saint Bonaventure University
CPCU, Insurance
Joe Laugherty Joe Laugherty's Ward Group Experience January 2006 - October 2009
Job Matching critical project resource demands with the highest caliber network of consultants in Cincinnati & Dayton
Industry Management Consulting
Experience
Robert Half Management Resources February 2010 - July 2014
Ward Group January 2006 - October 2009
Clark, Schaefer, Hackett & Co. January 2005 - August 2005
Skills
Forecasting, Financial Analysis, Process Improvement, Excel, Budgeting, Financial Reporting, Financial Planning, New Business Development, Business Planning, Analysis, Financial Modeling, Accounting, Finance, Auditing
Education
University of Dayton 2005 — 2005
Master of Business Administration (MBA)
University of Dayton 2001 — 2005
Bachelor's degree
St. Xavier High School 1997 — 2001
Robert Half Management Resources February 2010 - July 2014
Ward Group January 2006 - October 2009
Clark, Schaefer, Hackett & Co. January 2005 - August 2005
Skills
Forecasting, Financial Analysis, Process Improvement, Excel, Budgeting, Financial Reporting, Financial Planning, New Business Development, Business Planning, Analysis, Financial Modeling, Accounting, Finance, Auditing
Education
University of Dayton 2005 — 2005
Master of Business Administration (MBA)
University of Dayton 2001 — 2005
Bachelor's degree
St. Xavier High School 1997 — 2001
Bradley Stegman Bradley Stegman's Ward Group Experience August 1991 - Present
Job Chief Operating Officer at Ward Group
Industry Insurance
Experience
Ward Group August 1991 - Present
Skills
Insurance, Analysis, Finance, Benchmarking, Mergers & Acquisitions, Process Improvement, Financial Analysis, Risk Management, Human Resources, Business Planning, Program Management, Strategic Financial..., Strategy
Education
University of Cincinnati 1984 — 1989
BS, Industrial Engineering
Ward Group August 1991 - Present
Skills
Insurance, Analysis, Finance, Benchmarking, Mergers & Acquisitions, Process Improvement, Financial Analysis, Risk Management, Human Resources, Business Planning, Program Management, Strategic Financial..., Strategy
Education
University of Cincinnati 1984 — 1989
BS, Industrial Engineering
Gary Fischer Gary Fischer's Ward Group Experience January 2000 - February 2005
Job Senior Vice President, Agency Distribution & Field Management at Safeco Insurance
Industry Insurance
Experience
Safeco Insurance VP, Personal Lines Product ManagementLiberty Mutual Agency MarketsFebruary 2005 - April 2008
Ward Group January 2000 - February 2005
KPMG US September 1998 - January 2000
Skills
Management Consulting, Private Equity, Accounting, Mergers & Acquisitions, Product Management, Sales Operations, Risk Management, Executive Management, Property, Casualty Insurance, Insurance, Property, Claim, Commercial Insurance, Workers Compensation
Education
University of Cincinnati College of Business
Bachelor of Business Administration (BBA), Accounting
Safeco Insurance VP, Personal Lines Product ManagementLiberty Mutual Agency MarketsFebruary 2005 - April 2008
Ward Group January 2000 - February 2005
KPMG US September 1998 - January 2000
Skills
Management Consulting, Private Equity, Accounting, Mergers & Acquisitions, Product Management, Sales Operations, Risk Management, Executive Management, Property, Casualty Insurance, Insurance, Property, Claim, Commercial Insurance, Workers Compensation
Education
University of Cincinnati College of Business
Bachelor of Business Administration (BBA), Accounting
Eric Kleespies's Ward Group Experience October 2013 - Present
Job Analyst at Ward Group
Industry Financial Services
Experience
Ward Group October 2013 - Present
P.L. Marketing, Inc. September 2012 - September 2013
J A Troknya Construction March 2011 - August 2012
Northwestern Mutual Financial Network June 2009 - December 2010
Skills
Retirement Planning, Finance, Management, Analysis, Microsoft Excel, Retail, Strategic Financial..., Financial Analysis, Marketing, PowerPoint, Customer Service, Data Analysis, Financial Modeling, Insurance, Leadership, Microsoft Office, Public Speaking, Sales, Strategic Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
Bachelor of Science in Business Administration, Finance
St. Xavier High School 2002 — 2006
Ward Group October 2013 - Present
P.L. Marketing, Inc. September 2012 - September 2013
J A Troknya Construction March 2011 - August 2012
Northwestern Mutual Financial Network June 2009 - December 2010
Skills
Retirement Planning, Finance, Management, Analysis, Microsoft Excel, Retail, Strategic Financial..., Financial Analysis, Marketing, PowerPoint, Customer Service, Data Analysis, Financial Modeling, Insurance, Leadership, Microsoft Office, Public Speaking, Sales, Strategic Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
Bachelor of Science in Business Administration, Finance
St. Xavier High School 2002 — 2006
Cory Sims's Ward Group Experience March 2008 - September 2008
Job Managing Member, Investment Advisor Representative at Sims Investment Management, LLC
Industry Financial Services
Experience
Sims Investment Management, LLC December 2013 - Present
Financial Planning Association (FPA) 2014 - 2014
Valhalla Investment Advisory June 2012 - November 2013
Johnson Investment Counsel June 2009 - June 2012
University of Cincinnati 2006 - August 2011
Ward Group March 2008 - September 2008
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Investments, Portfolio Management, Equities, Fixed Income, PowerPoint, Asset Managment, Bloomberg, Microsoft Office
Education
University of Cincinnati 2006 — 2011
BBA, Financa
University of Cincinnati College of Business 2006 — 2011
Bachelor of Business Administation, Finance and Real Estate
Sims Investment Management, LLC December 2013 - Present
Financial Planning Association (FPA) 2014 - 2014
Valhalla Investment Advisory June 2012 - November 2013
Johnson Investment Counsel June 2009 - June 2012
University of Cincinnati 2006 - August 2011
Ward Group March 2008 - September 2008
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Investments, Portfolio Management, Equities, Fixed Income, PowerPoint, Asset Managment, Bloomberg, Microsoft Office
Education
University of Cincinnati 2006 — 2011
BBA, Financa
University of Cincinnati College of Business 2006 — 2011
Bachelor of Business Administation, Finance and Real Estate
Kevin Nichols Kevin Nichols's Ward Group Experience June 2007 - September 2008
Job Senior Internal Auditor at Huntington National Bank
Industry Accounting
Experience
Huntington National Bank October 2014 - Present
Auditor of State - Ohio October 2012 - October 2014
21st Century Financial, Inc. March 2012 - October 2012
Huntington National Bank October 2010 - March 2012
Ward Group June 2007 - September 2008
Mason City School District June 2006 - September 2006
City of Mason, Ohio June 2004 - September 2005
Skills
Accounting, Management, Auditing, Finance, Analysis, Financial Reporting, Financial Analysis, Leadership, Microsoft Excel, Microsoft Office
Education
The Ohio State University Fisher College of Business 2006 — 2010
BSBA, Accounting
Huntington National Bank October 2014 - Present
Auditor of State - Ohio October 2012 - October 2014
21st Century Financial, Inc. March 2012 - October 2012
Huntington National Bank October 2010 - March 2012
Ward Group June 2007 - September 2008
Mason City School District June 2006 - September 2006
City of Mason, Ohio June 2004 - September 2005
Skills
Accounting, Management, Auditing, Finance, Analysis, Financial Reporting, Financial Analysis, Leadership, Microsoft Excel, Microsoft Office
Education
The Ohio State University Fisher College of Business 2006 — 2010
BSBA, Accounting
Jay Hummel's Ward Group Experience October 2006 - January 2010
Job Senior Vice President, Advisory Services at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc August 2014 - Present
Lenox Wealth Management February 2010 - December 2013
Ward Group October 2006 - January 2010
Deloitte & Touche March 2001 - October 2006
Skills
CPA, Asset Management, Mergers & Acquisitions, Retirement Planning, Change Management, Executive Management, Financial Services
Education
University of Cincinnati College of Business 1998 — 2003
BBA and MS, Accounting
Envestnet, Inc August 2014 - Present
Lenox Wealth Management February 2010 - December 2013
Ward Group October 2006 - January 2010
Deloitte & Touche March 2001 - October 2006
Skills
CPA, Asset Management, Mergers & Acquisitions, Retirement Planning, Change Management, Executive Management, Financial Services
Education
University of Cincinnati College of Business 1998 — 2003
BBA and MS, Accounting
Ken Hutchens, CPA's Ward Group Experience November 2001 - July 2004
Job Senior Manager, Ward Group Aon Hewitt Company
Industry Management Consulting
Experience
Ward Group - McLagan/Aon Hewitt Company 2012 - Present
AXA Advisors, LLC February 2008 - April 2012
Lincoln Financial Advisors April 2006 - February 2008
Ward Group November 2001 - July 2004
PricewaterhouseCoopers September 1999 - November 2001
Education
Miami University 1994 — 1997
B.S., Accounting and Finance
Ward Group - McLagan/Aon Hewitt Company 2012 - Present
AXA Advisors, LLC February 2008 - April 2012
Lincoln Financial Advisors April 2006 - February 2008
Ward Group November 2001 - July 2004
PricewaterhouseCoopers September 1999 - November 2001
Education
Miami University 1994 — 1997
B.S., Accounting and Finance
Stephen Mizeres's Ward Group Experience August 2000 - March 2009
Job Senior Customer Insights KPF Analyst at Kroger
Industry Management Consulting
Experience
Kroger August 2013 - Present
Quest Diagnostics November 2009 - August 2013
Ward Group August 2000 - March 2009
Ward Group August 2000 - March 2009
Ward Group January 2000 - January 2009
Fidelity Investments February 1998 - August 2000
Fidelity Investments January 1998 - January 2000
Skills
Strategy, Data Analysis, Forecasting, Financial Modeling, Business Intelligence, Analysis, Management, Training, Process Improvement, Access, Leadership, Project Management
Education
Xavier University - Williams College of Business
MBA Plus
The Golf Academy of the South
Golf Management Degree, Marketing
University of Cincinnati
Bachelor of Business Administration, Finance & Real Estate
University of Cincinnati College of Business
BBA, Finance
Xavier University
MBA
Xavier University
Masters of Business Administration
Kroger August 2013 - Present
Quest Diagnostics November 2009 - August 2013
Ward Group August 2000 - March 2009
Ward Group August 2000 - March 2009
Ward Group January 2000 - January 2009
Fidelity Investments February 1998 - August 2000
Fidelity Investments January 1998 - January 2000
Skills
Strategy, Data Analysis, Forecasting, Financial Modeling, Business Intelligence, Analysis, Management, Training, Process Improvement, Access, Leadership, Project Management
Education
Xavier University - Williams College of Business
MBA Plus
The Golf Academy of the South
Golf Management Degree, Marketing
University of Cincinnati
Bachelor of Business Administration, Finance & Real Estate
University of Cincinnati College of Business
BBA, Finance
Xavier University
MBA
Xavier University
Masters of Business Administration
Charlie Gall's Ward Group Experience March 2013 - Present
Job Associate Partner at Ward Group
Industry Financial Services
Experience
Ward Group March 2013 - Present
Ward Group September 2005 - March 2013
Liberty Mutual Insurance 2002 - 2005
Skills
Insurance, Analysis, Financial Services, Benchmarking, Property & Casualty..., Risk Management, Financial Analysis, Strategic Financial..., Process Improvement, Reinsurance, Business Planning, Financial Reporting, Leadership, Auditing, Accounting, Financial Planning
Education
University of Cincinnati College of Business 1988 — 1992
Bachelor's degree, Accounting
Ward Group March 2013 - Present
Ward Group September 2005 - March 2013
Liberty Mutual Insurance 2002 - 2005
Skills
Insurance, Analysis, Financial Services, Benchmarking, Property & Casualty..., Risk Management, Financial Analysis, Strategic Financial..., Process Improvement, Reinsurance, Business Planning, Financial Reporting, Leadership, Auditing, Accounting, Financial Planning
Education
University of Cincinnati College of Business 1988 — 1992
Bachelor's degree, Accounting
Jim Caruso's Ward Group Experience January 2008 - August 2010
Job Senior Commercial Underwriter at RISCOM
Industry Insurance
Experience
RISCOM - Regional Insurance Services Company August 2010 - Present
Ward Group January 2008 - August 2010
MBA Insurance Services July 2007 - January 2008
Deep South March 2000 - April 2007
Great American Insurance 1994 - 2000
Skills
Insurance, Property & Casualty..., Legal Liability, Underwriting, Commercial Lines, Umbrella Insurance, Management, Casualty, Training, Analysis, Commercial Insurance, Inland Marine, Liability, Professional Liability, Reinsurance, Risk Management, Casualty Insurance
Education
University of Cincinnati 1982 — 1987
BA, Psychology
RISCOM - Regional Insurance Services Company August 2010 - Present
Ward Group January 2008 - August 2010
MBA Insurance Services July 2007 - January 2008
Deep South March 2000 - April 2007
Great American Insurance 1994 - 2000
Skills
Insurance, Property & Casualty..., Legal Liability, Underwriting, Commercial Lines, Umbrella Insurance, Management, Casualty, Training, Analysis, Commercial Insurance, Inland Marine, Liability, Professional Liability, Reinsurance, Risk Management, Casualty Insurance
Education
University of Cincinnati 1982 — 1987
BA, Psychology
Nicole Yung's Ward Group Experience December 2006 - November 2007
Job Category Manager at The Kroger Company
Industry Consumer Goods
Experience
Kroger April 2013 - Present
Kroger August 2011 - April 2013
Advantage Sales & Marketing November 2007 - August 2011
Ward Group December 2006 - November 2007
Cintas June 2005 - December 2006
Education
University of Cincinnati College of Business 2001 — 2005
Bachelors, Marketing and International Business
Kroger April 2013 - Present
Kroger August 2011 - April 2013
Advantage Sales & Marketing November 2007 - August 2011
Ward Group December 2006 - November 2007
Cintas June 2005 - December 2006
Education
University of Cincinnati College of Business 2001 — 2005
Bachelors, Marketing and International Business
Vince Albers's Ward Group Experience April 2015 - Present
Job Manager at Ward Group
Industry Insurance
Experience
Ward Group April 2015 - Present
Ward Group April 2006 - Present
Ward Group April 2006 - Present
Fidelity Investments 1998 - 2006
Skills
Insurance, Customer Relations, Mentoring, Coaching, Client Communications, Benchmarking, Data Analysis, Sales, Sales Management, Survey Design, Forecasting, Process Improvement
Education
Xavier University 2000 — 2003
MBA, Business
University of Cincinnati 1992 — 1997
BFA, Electronic Media
Reading Jr/Sr High 1988 — 1992
Ward Group April 2015 - Present
Ward Group April 2006 - Present
Ward Group April 2006 - Present
Fidelity Investments 1998 - 2006
Skills
Insurance, Customer Relations, Mentoring, Coaching, Client Communications, Benchmarking, Data Analysis, Sales, Sales Management, Survey Design, Forecasting, Process Improvement
Education
Xavier University 2000 — 2003
MBA, Business
University of Cincinnati 1992 — 1997
BFA, Electronic Media
Reading Jr/Sr High 1988 — 1992
Tim Pettit's Ward Group Experience January 2012 - Present
Job Senior Analyst at Ward Group, a McLagan | Aon Hewitt Company
Industry Insurance
Experience
Ward Group January 2012 - Present
GE Aviation January 2011 - January 2012
JP Morgan Chase Bank August 2010 - December 2010
GE Aviation May 2008 - August 2008
Skills
Risk Management, Insurance, Financial Analysis, Expense Analysis, Six Sigma, Finance, Access, Microsoft Excel, Data Analysis, Research, Social Media
Education
Seton Hall University 2006 — 2010
Finance & Legal Studies in Business
Ward Group January 2012 - Present
GE Aviation January 2011 - January 2012
JP Morgan Chase Bank August 2010 - December 2010
GE Aviation May 2008 - August 2008
Skills
Risk Management, Insurance, Financial Analysis, Expense Analysis, Six Sigma, Finance, Access, Microsoft Excel, Data Analysis, Research, Social Media
Education
Seton Hall University 2006 — 2010
Finance & Legal Studies in Business
Leah English's Ward Group Experience April 2013 - August 2013
Job Regional Vice President of Sales at OneShield
Industry Insurance
Experience
OneShield August 2013 - Present
Ward Group April 2013 - August 2013
Ward Group October 2005 - April 2013
Skills
Insurance, Property & Casualty..., Sales, Process Improvement, Risk Management, Analysis, Reinsurance, Strategic Financial..., Underwriting, Life Insurance, Financial Planning, Leadership, Financial Analysis, General Insurance, Business Analysis
Education
Ohio University 2004 — 2005
MBA, Finance concentration
Ohio University 2001 — 2005
BS, Actuarial Science
OneShield August 2013 - Present
Ward Group April 2013 - August 2013
Ward Group October 2005 - April 2013
Skills
Insurance, Property & Casualty..., Sales, Process Improvement, Risk Management, Analysis, Reinsurance, Strategic Financial..., Underwriting, Life Insurance, Financial Planning, Leadership, Financial Analysis, General Insurance, Business Analysis
Education
Ohio University 2004 — 2005
MBA, Finance concentration
Ohio University 2001 — 2005
BS, Actuarial Science