WealthStone, Inc.
Industry: Company
DescriptionFounded: 1977 Subsidiaries: Wealthstone Inc, Asset Management Arm, WealthStone Equities, Inc.
WealthStone, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at WealthStone, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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WealthStone, Inc. Employees
Employee
Years
Job
Industry
Ryan Dunham Ryan Dunham's WealthStone, Inc. Experience September 2008 - January 2015
Job Investigation Compliance Officer at JPMorgan Chase & Co.
Industry Marketing and Advertising
Experience
JPMorgan Chase & Co. January 2015 - Present
Custom Catering by Julie February 2009 - Present
WealthStone, Inc. September 2008 - January 2015
D3 Media Marketing August 2006 - September 2012
Ohio National Guard March 2004 - March 2010
Skills
Digital Marketing, Marketing, Customer Service, Finance, CRM, Management, Social Media, Sales, Marketing Management, Recruiting, Time Management, Photoshop, Microsoft Excel, PPC, Market Planning, Market Research, Investments, Leadership, HTML
Education
Ohio University 2006 — 2010
Bachelor of Applied Science (BAS), Marketing
Columbus State 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Marketing, 3.6
JPMorgan Chase & Co. January 2015 - Present
Custom Catering by Julie February 2009 - Present
WealthStone, Inc. September 2008 - January 2015
D3 Media Marketing August 2006 - September 2012
Ohio National Guard March 2004 - March 2010
Skills
Digital Marketing, Marketing, Customer Service, Finance, CRM, Management, Social Media, Sales, Marketing Management, Recruiting, Time Management, Photoshop, Microsoft Excel, PPC, Market Planning, Market Research, Investments, Leadership, HTML
Education
Ohio University 2006 — 2010
Bachelor of Applied Science (BAS), Marketing
Columbus State 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Marketing, 3.6
Maria Iannarino Maria Iannarino's WealthStone, Inc. Experience August 2007 - October 2009
Job Copy Director at Resource Ammirati
Industry Marketing and Advertising
Experience
Resource/Ammirati October 2009 - Present
WealthStone, Inc. August 2007 - October 2009
Ohio University June 2005 - March 2007
Skills
Copywriting, Copy Editing, Social Media Marketing, Idea Generation, Social Media, Digital Marketing, Advertising, Facebook, Online Advertising, Interactive Advertising, Digital Strategy, Interactive Marketing, Strategy, Art Direction, E-commerce, Branding & Identity, Creative Direction, Creative Strategy, Online Marketing, Brand Development, Integrated Marketing, Brand Management, Blogging, Email Marketing, Mobile Marketing, Digital Media, User Experience, SEO, Content Strategy, SEM, Customer Insight, Web Analytics, Direct Mail, Content Management, Direct Marketing, Information Architecture, Corporate Branding, SEO copywriting
Education
Ohio University 2003 — 2007
English, Creative Writing, Sociology, Spanish
Resource/Ammirati October 2009 - Present
WealthStone, Inc. August 2007 - October 2009
Ohio University June 2005 - March 2007
Skills
Copywriting, Copy Editing, Social Media Marketing, Idea Generation, Social Media, Digital Marketing, Advertising, Facebook, Online Advertising, Interactive Advertising, Digital Strategy, Interactive Marketing, Strategy, Art Direction, E-commerce, Branding & Identity, Creative Direction, Creative Strategy, Online Marketing, Brand Development, Integrated Marketing, Brand Management, Blogging, Email Marketing, Mobile Marketing, Digital Media, User Experience, SEO, Content Strategy, SEM, Customer Insight, Web Analytics, Direct Mail, Content Management, Direct Marketing, Information Architecture, Corporate Branding, SEO copywriting
Education
Ohio University 2003 — 2007
English, Creative Writing, Sociology, Spanish
Lindsay Morrissey Lindsay Morrissey's WealthStone, Inc. Experience September 2008 - December 2009
Job Cost Analyst at MettlerToledo International, Inc
Industry Electrical/Electronic Manufacturing
Experience
Mettler-Toledo International, Inc January 2015 - Present
The Ohio State University December 2012 - January 2015
WealthStone, Inc. September 2008 - December 2009
Skills
Student Affairs, Higher Education, Student Development, Event Planning, Research, PowerPoint, Microsoft Office, Community Outreach, Data Entry, Microsoft Word, Microsoft Excel, Public Speaking, Academic Advising, Outlook, Grant Writing
Education
The Ohio State University 2004 — 2008
Bachelor of Science (B.S.), Family Resource Management Studies, General
Mettler-Toledo International, Inc January 2015 - Present
The Ohio State University December 2012 - January 2015
WealthStone, Inc. September 2008 - December 2009
Skills
Student Affairs, Higher Education, Student Development, Event Planning, Research, PowerPoint, Microsoft Office, Community Outreach, Data Entry, Microsoft Word, Microsoft Excel, Public Speaking, Academic Advising, Outlook, Grant Writing
Education
The Ohio State University 2004 — 2008
Bachelor of Science (B.S.), Family Resource Management Studies, General
Jimmy Rogers, CFP®, ChFC® Jimmy Rogers, CFP®, ChFC®'s WealthStone, Inc. Experience June 2007 - March 2011
Job Vice President at Hamilton Capital Management
Industry Financial Services
Experience
Hamilton Capital Management May 2015 - Present
Hamilton Capital Management April 2011 - Present
Ohio CASA March 2010 - February 2015
WealthStone, Inc. June 2007 - March 2011
Guardian Life Insurance September 2003 - June 2007
Skills
Marketing, Management Consulting, Business Strategy, Leadership, Asset Managment, Investment Management, Wealth Management, Retirement Planning, 401k, Portfolio Management, Retirement, Estate Planning, Fixed Annuities, Mutual Funds, Asset Management, Financial Advisory, Wealth, Investments, Strategic Financial..., Finance, Investment Advisory, Asset Allocation, Investment Strategies, Alternative Investments, Securities, Series 7, Equities
Education
The Ohio State University Fisher College of Business 2008 — 2008
Certificate in Financial Planning
Princeton University 1999 — 2003
Bachelor of Arts, Psychology
Upper Arlington High School 1995 — 1999
Hamilton Capital Management May 2015 - Present
Hamilton Capital Management April 2011 - Present
Ohio CASA March 2010 - February 2015
WealthStone, Inc. June 2007 - March 2011
Guardian Life Insurance September 2003 - June 2007
Skills
Marketing, Management Consulting, Business Strategy, Leadership, Asset Managment, Investment Management, Wealth Management, Retirement Planning, 401k, Portfolio Management, Retirement, Estate Planning, Fixed Annuities, Mutual Funds, Asset Management, Financial Advisory, Wealth, Investments, Strategic Financial..., Finance, Investment Advisory, Asset Allocation, Investment Strategies, Alternative Investments, Securities, Series 7, Equities
Education
The Ohio State University Fisher College of Business 2008 — 2008
Certificate in Financial Planning
Princeton University 1999 — 2003
Bachelor of Arts, Psychology
Upper Arlington High School 1995 — 1999
Diane Wendel, CFP®, ChFC® Diane Wendel, CFP®, ChFC®'s WealthStone, Inc. Experience May 2008 - Present
Job Financial Planner
Industry Financial Services
Experience
WealthStone, Inc. May 2008 - Present
Spectrum Global Fund Administration July 2007 - May 2008
The BISYS Group Inc. 1998 - 2007
SAIC 1994 - 1998
Science Applications International Corporation 1994 - 1998
Education
University of Dayton 1990 — 1994
BA, International Studies, Spanish
WealthStone, Inc. May 2008 - Present
Spectrum Global Fund Administration July 2007 - May 2008
The BISYS Group Inc. 1998 - 2007
SAIC 1994 - 1998
Science Applications International Corporation 1994 - 1998
Education
University of Dayton 1990 — 1994
BA, International Studies, Spanish
Nancy Donner Nancy Donner's WealthStone, Inc. Experience January 1993 - Present
Job
Industry Accounting
Experience
WealthStone, Inc. January 1993 - Present
Education
The Ohio State University 1970 — 1990
Master of Business Administration (M.B.A.), Accounting
WealthStone, Inc. January 1993 - Present
Education
The Ohio State University 1970 — 1990
Master of Business Administration (M.B.A.), Accounting
Albert Chu, CFA, CAIA's WealthStone, Inc. Experience January 2008 - August 2015
Job Senior Portfolio Manager at AssetMark (Aris Corporation)
Industry Investment Management
Experience
AssetMark (Aris Corporation) September 2015 - Present
WealthStone, Inc. January 2008 - August 2015
Meeder Investment Management March 2005 - January 2008
Singer Xenos Wealth Management April 2001 - February 2005
BMO Harris Bank April 2000 - March 2001
Skills
Wealth Management, Investment Advisory, Asset Allocation, Asset Management, Portfolio Management, Investments, Mutual Funds, Alternative Investments, Investment Management, Investment Strategies, Equities, Securities, Fixed Income, Series 7
Education
Boston University
M.S.
University of Toronto - University College
B.A. (Hons)
AssetMark (Aris Corporation) September 2015 - Present
WealthStone, Inc. January 2008 - August 2015
Meeder Investment Management March 2005 - January 2008
Singer Xenos Wealth Management April 2001 - February 2005
BMO Harris Bank April 2000 - March 2001
Skills
Wealth Management, Investment Advisory, Asset Allocation, Asset Management, Portfolio Management, Investments, Mutual Funds, Alternative Investments, Investment Management, Investment Strategies, Equities, Securities, Fixed Income, Series 7
Education
Boston University
M.S.
University of Toronto - University College
B.A. (Hons)
Barbara Miller Harmon's WealthStone, Inc. Experience October 2006 - June 2007
Job Human Resources Manager
Industry Chemicals
Experience
Olin Chlor Alkali Products July 2008 - Present
Lane Bryant October 2007 - May 2008
Shell Oil Company June 2007 - September 2007
WealthStone, Inc. October 2006 - June 2007
Skills
Employee Relations, Labor Relations, Performance Management, Talent Management, Onboarding, Human Resources, Employee Benefits, Succession Planning, Recruiting, HR Policies, Employment Law, Leadership, SAP, Workforce Planning, HRIS, Employee Engagement, Talent Acquisition, Union Avoidance, College Recruiting, Organizational..., Benefits Administration
Education
The Ohio State University Fisher College of Business 2006 — 2008
MLHR, Human Resources
University of Oklahoma - Price College of Business 2002 — 2006
Bachelor's, Business Administration
2005 — 2005
Business, Dutch Language, Dutch Culture
Olin Chlor Alkali Products July 2008 - Present
Lane Bryant October 2007 - May 2008
Shell Oil Company June 2007 - September 2007
WealthStone, Inc. October 2006 - June 2007
Skills
Employee Relations, Labor Relations, Performance Management, Talent Management, Onboarding, Human Resources, Employee Benefits, Succession Planning, Recruiting, HR Policies, Employment Law, Leadership, SAP, Workforce Planning, HRIS, Employee Engagement, Talent Acquisition, Union Avoidance, College Recruiting, Organizational..., Benefits Administration
Education
The Ohio State University Fisher College of Business 2006 — 2008
MLHR, Human Resources
University of Oklahoma - Price College of Business 2002 — 2006
Bachelor's, Business Administration
2005 — 2005
Business, Dutch Language, Dutch Culture
Glenn Southwick's WealthStone, Inc. Experience July 2015 - Present
Job Chief Administrative Officer at WealthStone, Inc.
Industry Financial Services
Experience
WealthStone, Inc. July 2015 - Present
Revolutions, Inc. December 2009 - November 2014
Century Insurance Group July 1984 - June 2009
KPMG June 1982 - June 1984
Skills
Accounting, Management, Financial Analysis, Budgets, Insurance, Financial Reporting, Process Improvement, Mergers & Acquisitions, Financial Process..., Accounting Process..., Regulatory Compliance, Treasury Operations, GAAP, Auditing, Data Mining, Financial Research, General Ledger..., General Ledger..., Statutory Insurance..., State Insurance..., Leadership, Business Analysis, Strategic Planning, Financial Planning, Risk Management, Finance, Statutory Accounting, General Ledger
Education
The Ohio State University 1978 — 1982
Bachelor of Science in Business Administration (BSBA), Accounting
WealthStone, Inc. July 2015 - Present
Revolutions, Inc. December 2009 - November 2014
Century Insurance Group July 1984 - June 2009
KPMG June 1982 - June 1984
Skills
Accounting, Management, Financial Analysis, Budgets, Insurance, Financial Reporting, Process Improvement, Mergers & Acquisitions, Financial Process..., Accounting Process..., Regulatory Compliance, Treasury Operations, GAAP, Auditing, Data Mining, Financial Research, General Ledger..., General Ledger..., Statutory Insurance..., State Insurance..., Leadership, Business Analysis, Strategic Planning, Financial Planning, Risk Management, Finance, Statutory Accounting, General Ledger
Education
The Ohio State University 1978 — 1982
Bachelor of Science in Business Administration (BSBA), Accounting
Kristen Sheffield, CFA, CIPM's WealthStone, Inc. Experience January 2008 - July 2014
Job Product Analyst at Diamond Hill Capital Management, Inc.
Industry Investment Management
Experience
Diamond Hill Capital Management, Inc. August 2014 - Present
WealthStone, Inc. January 2008 - July 2014
WealthStone, Inc. June 2007 - January 2008
Education
Denison University 2003 — 2007
B.A., Mathematics, Economics
Diamond Hill Capital Management, Inc. August 2014 - Present
WealthStone, Inc. January 2008 - July 2014
WealthStone, Inc. June 2007 - January 2008
Education
Denison University 2003 — 2007
B.A., Mathematics, Economics
Tara Lichtenberg's WealthStone, Inc. Experience July 2006 - October 2009
Job Project Data Analyst, Contractor for Nationwide Childrens Hospital
Industry Research
Experience
Nationwide Childrens Hospital May 2014 - Present
Nationwide Children's Hospital December 2009 - Present
WealthStone, Inc. July 2006 - October 2009
Skills
Clinical Research, Clinical Trials, Cancer, Healthcare, Healthcare Information..., Public Health, Data Analysis, Clinical Data Management, Research, Hospitals
Education
The Ohio State University 2002 — 2006
Bachelor of Arts (BA), English Language and Literature, General
Nationwide Childrens Hospital May 2014 - Present
Nationwide Children's Hospital December 2009 - Present
WealthStone, Inc. July 2006 - October 2009
Skills
Clinical Research, Clinical Trials, Cancer, Healthcare, Healthcare Information..., Public Health, Data Analysis, Clinical Data Management, Research, Hospitals
Education
The Ohio State University 2002 — 2006
Bachelor of Arts (BA), English Language and Literature, General
Bonnie Lucas's WealthStone, Inc. Experience October 1999 - Present
Job CPA/CFP at WealthStone, Inc.
Industry Financial Services
Experience
WealthStone, Inc. October 1999 - Present
Skills
Estate Planning, Retirement Planning, Wealth Management, Financial Analysis, Retirement, CPA, Strategic Financial..., Tax, Tax Preparation, Tax Research, Income Tax, Corporate Tax, Tax Accounting, GAAP, Financial Planners
Education
Franklin University 1978 — 1982
Accounting
The Ohio State University 1972 — 1975
Bachelor's degree, Apparel and Textiles
WealthStone, Inc. October 1999 - Present
Skills
Estate Planning, Retirement Planning, Wealth Management, Financial Analysis, Retirement, CPA, Strategic Financial..., Tax, Tax Preparation, Tax Research, Income Tax, Corporate Tax, Tax Accounting, GAAP, Financial Planners
Education
Franklin University 1978 — 1982
Accounting
The Ohio State University 1972 — 1975
Bachelor's degree, Apparel and Textiles
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY