Western & Southern Financial Group
Industry: Insurance company
DescriptionWestern & Southern Financial Group, also commonly referred to as Western & Southern, is a Cincinnati, Ohio-based diversified family of financial services companies with assets owned and managed in excess of $67.5 billion as of March 2017. As of 2018, it held a "AA- Very Strong" rating from Standard & Poor's. Headquarters: Cincinnati, Ohio, United States CEO: John F. Barrett Revenue: 856 million USD (2017) Number of employees: 2,226 (2017) Subsidiaries: The Western and Southern Life Insurance Company, Parent organization: Western & Southern Mutual Holding Company, Inc.
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Western & Southern Financial Group Employees
Western & Southern Financial Group August 2014 - Present
Huntington National Bank March 2013 - August 2014
U.S. Bank January 2011 - March 2013
Education
University of Phoenix 2011 — 2013
Master of Accountancy, Accounting
Miami University 2006 — 2010
Bachelor of Science (B.S.), Kinesiology and Exercise Science
National Life Group January 2015 - Present
Weatherspoon & Associates, LLC January 2014 - Present
Western and Southern Life Insurance March 2010 - October 2014
Western & Southern Life March 2010 - October 2014
Western & Southern Life 2010 - February 2014
Western & Southern Financial Group January 2010 - December 2011
Skills
Cold Calling, Disability Insurance, Health Insurance, Long-term Care, Marketing, Term Life Insurance, Account Management, 401k, Retirement, Training, Whole Life, Small Business, Recruiting, Selling, Human Resources, Leadership Development, Customer Satisfaction, Leadership, Management, Underwriting, Networking, Financial Services, Universal Life, Project Planning, Customer Retention, Business Strategy, Sales, Strategic Planning, Customer Service, Team Building, Public Speaking, Coaching, Sales Management, Event Planning, Insurance
Education
Milwaukee Area Technical College 2000 — 2003
business management, business management
Western & Southern Financial Group September 2014 - Present
Aflac January 2012 - September 2014
B-H Enterprises 1993 - 2003
Skills
Employee Benefits, Critical Illness, Health Insurance, Accident, Benefits Administration, Open Enrollment, Workers Compensation, Dentistry, General Insurance, Employee Wellness, Cafeteria Plans, FSA, Claims Management, Benefits Design, Medicare Part D, Cold Calling, Income Protection, Claim, Flexible Spending..., Casualty, Health Policy, Reinsurance, Group Insurance, Claims Resolution, Claim Investigation, Licensed Life, Agents, Retirement, Retirement Plan..., Voluntary Employee..., HIPAA, Customer Service, Insurance, Sales, Term Life Insurance, Account Management, Marketing, Management, Sales Management, Team Building, Life Insurance
Education
University of Phoenix 1993 — 1995
Bachelor of Science (BS), Business Administration and Management, General, 3.5
Mesa Community College
Bachelor of Science (BS), Accounting and Business/Management
Constellium April 2013 - Present
Constellium August 2008 - April 2013
Rio Tinto Alcan (formerly Alcan Rolled Products) July 2006 - August 2008
Western & Southern Financial Group December 2005 - July 2006
Skills
Lean Management, Six Sigma, Logistics Management, Supply Management, Operational Planning, Internal Audit, SOX Compliancy, Internal Control..., Lean Manufacturing, Supply Chain Operations, Vendor Relationships, Green Belt, Manufacturing Operations, Operational Efficiency, Operational Support, Labor Management, Quality Auditing, Supplier Quality, Quality System, Quality Control, Microsoft Office, Lotus Notes, SAP, Industrial Safety, Lean Transformation, Project Management, 5S, Kaizen, Continuous Improvement, Sarbanes-Oxley Act, Internal Controls
Education
Marshall University 2015 — 2017
Master’s Degree, Human Resource Management
West Virginia University at Parkersburg 2002 — 2005
Bachelor of Science (B.S.), Accounting
Ravenswood High School 1997 — 2001
High School
Ravenswood High School
Missouri Farm bureau May 2012 - Present
Western & Southern Financial Group October 2007 - September 2011
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Strategic Planning, Negotiation, Sales, Budgets
Education
Mineral Area College 1984 — 1987
Associate's degree, Business Administration and Management, General
Pride Mobility Products Corporation July 2015 - Present
Pride Mobility Products July 2014 - Present
Pride Mobility Products Corporation July 2014 - Present
Western & Southern Life June 2009 - July 2014
Western & Southern Financial Group December 2007 - June 2009
GENPACT LLC March 2005 - October 2007
Skills
Social Media, Testing, Quality Center, Access, SQL Server, Customer Service, Retirement, Fixed Annuities, Microsoft Office, Life Insurance, Microsoft Word, PowerPoint, Insurance, Management, Strategic Financial..., Whole Life, Critical Illness, Disability Insurance, Term Life Insurance, IRAs, Roth IRA, Universal Life, Long-term Care, Retirement Planning, Health Insurance, 401k, Long Term Care Insurance, Employee Benefits, Wealth, 401k Rollovers, Medicare, Accident, Microsoft SQL Server, Estate Planning, Wealth Accumulation, Financial Planners, Life & Health Insurance..., Sales, Small Business, Succession Planning, Customer Retention, Cold Calling, Team Building, Benefits Administration, Wealth Management, Account Management
Education
College Misericordia 2004 — 2007
Bachelors of Science, Business Managemnet
Luzerne County Community College 2002 — 2004
Associate of Science, Business
Pittston Area 1995 — 1998
High School Diploma, Business Administration and Management, General
ITT Technical Institute January 2014 - Present
Vatterott College February 2013 - January 2014
Vatterott College October 2007 - February 2013
Springfield Grocer Company September 2006 - October 2007
Roma of November 2004 - September 2006
Vatterott College July 2004 - December 2004
Western & Southern Financial Group December 2003 - July 2004
Skills
Excel, Word, PowerPoint, Direct Sales, Direct Marketing, Mock Interviews, Workshop Delivery, Job Search Strategies, Interview Prep, Interviews, Adult Education, Event Planning, Microsoft Word, Microsoft Excel, Workshops, Higher Education, Staff Development, Public Speaking, Human Resources, Leadership, Career Counseling, Customer Service, Recruiting, Resume Writing, Admissions, Leadership Development, Training
Education
Webster UniversitySt 2006 — 2008
Master of Business Administration (9 hrs, Human Resources
Missouri State University 1999 — 2003
Bachelor of Science, Management
North American Senior Benefits May 2014 - Present
Direct General Auto Insurance 2012 - 2014
Aon Hewitt 2010 - 2011
Western & Southern Financial Group 2008 - 2010
Primerica 2002 - 2008
ADP 2004 - 2006
Wachovia Security 1994 - 2002
Skills
Brokerage Operations, Financial Services, Strategic Financial..., Customer Retention, Life Insurance, Insurance, Term Life Insurance, Health Insurance, Whole Life, Employee Benefits, Disability Insurance, Casualty, Property & Casualty..., General Insurance, Accident, Retirement Planning, Medicare, Long Term Care Insurance, Fixed Annuities, Liability, Homeowners, Universal Life, Long-term Care, Property Damage, Motorcycle, Open Enrollment, Financial Analysis, Banking, Portfolio Management, Licensed Property, Critical Illness, Licensed Life, Life
Education
Livingstone College
Bachelor’s Degree, Business Administration, Management and Accounting
Salisbury University, Salisbury, MD
Business Administration and Management
Bank of America Merrill Lynch December 2014 - Present
US Bank November 2013 - December 2014
Western & Southern Financial Group July 2013 - October 2013
Kroger June 2012 - June 2013
KPMG January 2007 - December 2009
Skills
Data Modeling, Financial Analysis, Financial Modeling, Financial Accounting, Financial Reporting, Statistical Modeling, Data Analysis, Business Modeling, Analytics, Corporate Finance, Strategic Financial..., SAS, Minitab, Mathlab, Decision Trees, Crystal Ball, iThink
Education
Miami University 2010 — 2012
Bachelor of Science (B.Sc.), Accounting/ Decision Sciences
Institute of Chartered Accountants of Nigeria 2002 — 2006
Chartered Accountant, Accounting
CLE Landscaping Co., LLC March 2014 - Present
Laurich Landscaping, LLC October 2010 - April 2014
Case Western Reserve University February 2011 - March 2013
Western & Southern Financial Group 2008 - 2010
Pioneer Athletics 2007 - 2008
Cintas 2002 - 2006
Skills
Leadership, Sales, Microsoft Office, Customer Service, Sales Management, Marketing, Microsoft Excel, Account Management, PowerPoint, Strategic Planning, Team Building, Public Speaking, Process Improvement, Analysis
Education
Miami University 1997 — 2002
Bachelor of Science (B.S.), Finance and Management Information Systems
St. Ignatius High School 1993 — 1997
Village of Silverton February 2015 - Present
Village of Terrace Park February 2013 - January 2015
Western & Southern Financial Group 1990 - 1993
ACH / KWA 1986 - 1990
Xavier University 1985 - 1986
Clerk of Circuit Court 1983 - 1985
Education
Xavier University 1985 — 1986
MBA, Taxation
Miami University 1979 — 1983
Bachelor of Science, Accountancy
Ursuline Academy 1975 — 1979
Western & Southern Financial Group June 2013 - Present
Cohesion August 2009 - October 2014
TEKsystems February 2013 - June 2013
Mike Albert Fleet Solutions November 2010 - February 2013
DRS Technologies February 2010 - November 2010
ADS May 2001 - February 2009
Frequency Marketing 2001 - 2009
Epsilon Inc 2001 - 2009
Kroger September 1996 - September 2001
Skills
Oracle, ETL, Business Intelligence, Cognos, PL/SQL, Databases, Enterprise Architecture, Microsoft SQL Server, Data Warehousing, Software Development, Database Administration, Agile Methodologies, SQL, Disaster Recovery, Business Analysis, Informatica, Dashboard, Data Warehouse..., Data Modeling, Cognos ReportNet, Database Design, Relational Databases, SSIS, SSRS, Requirements Gathering, SDLC, Data Integration, Unix Shell Scripting, OLAP, Unix, Business Objects, Software Project..., Visio, Requirements Analysis
Education
Kimball University 2012 — 2012
Certificate of Completion, Dimensional Modeling in Depth, Pass
Kimball University 2011 — 2011
Certificate of Completion, Data Warehouse Lifecycle in Depth, Pass
Miami University 1993 — 1997
BA, System Analyst
Otterbein College 1991 — 1993
Western & Southern Financial Group August 2015 - Present
Western & Southern Financial Group September 2013 - Present
Lafayette Life Insurance Company November 2012 - September 2013
Western & Southern Financial Group February 2011 - November 2012
Creo Consulting LLC August 2010 - January 2011
Miami University September 2008 - May 2010
Life Balance Group, Inc. June 2009 - September 2009
Skyline Chili January 2005 - August 2008
The Million Family May 2007 - August 2007
Cincinnati Pool Management May 2002 - August 2007
Skills
Human Resources, Interviews, Marketing, Leadership, Customer Service
Education
Miami University 2006 — 2010
Bachelor of Science, Business; Marketing
Miami University International 2009 — 2009
Ursuline Academy 2002 — 2006
Aflac June 2015 - Present
Nerium International December 2014 - Present
Executive Financial Group LLC/OneAmerica General Agency June 2014 - January 2015
Western & Southern Financial Group July 2013 - June 2014
Skills
Insurance, Disability Insurance, Accident Insurance, Life Insurance, Health Insurance, Financial Analysis, Marketing, Time Management, Social Media, Sales, Leadership, Photography
Education
Southwest Missouri State University 1979 — 1981
Bachelor of Science in Education, English
Western & Southern Financial Group August 2015 - Present
Western & Southern Financial Group August 2013 - August 2015
PwC October 2011 - August 2013
EY September 2009 - October 2011
Skills
Internal Controls, Tax, Financial Statements, Budgets, Financial Analysis, Financial Accounting, Finance, Consolidation, US GAAP
Education
Miami University 2005 — 2009
Bachelor of Science in Business
Rocy River 2001 — 2005
Accounting
Western & Southern Financial Group April 2015 - Present
Fastenal April 2015 - Present
Crawford Agency of Insurance February 2013 - Present
Cameron Veteran's Memorial Golf Course March 2012 - February 2013
Missouri Western State University--St. Joseph, MO August 2011 - May 2012
Missouri Western State University--St. Joseph, MO August 2007 - May 2011
Duncan Hills Golf Course 2008 - 2011
Barnes & Noble August 2007 - March 2009
Skills
Microsoft Office, Customer Relations, Customer Service, Excel, Budgeting, Public Speaking, Word, PowerPoint, Research, Event Planning, Strategic Planning, Fundraising, Negotiation, Inventory Management, Account Management, Event Management, Sales Management, Coaching, Employee Relations, Supervisory Skills, Marketing Strategy, Problem Solving, Planning, Advertising, Team Building, Purchasing, Healthcare, Scheduling, Process Improvement, Mentoring, Budgets, Leadership, Management, Microsoft Excel, Microsoft Word
Education
Missouri Western State University 2007 — 2012
BSBA, Management
Cirrus ABS March 2013 - July 2013
Cirrus ABS January 2010 - March 2013
Western & Southern Financial Group September 2007 - January 2010
Skills
Social Media Marketing, Marketing, Marketing Strategy, Online Marketing, Online Advertising, Public Speaking, Social Media, Advertising, Small Business, Social Networking, Strategic Planning, Sales Management, Customer Service, Business Development, Email Marketing, Marketing Communications, Blogging, Project Management, Adobe Creative Suite, Direct Marketing, Facebook, New Business Development, Web Design, Website Development, Graphic Design, Management, SEO, Networking, Event Planning, Team Building, Sales, Account Management, E-commerce, Leadership, Entrepreneurship, Web Marketing, Digital Marketing, Lead Generation, Start-ups, Trade Shows, Business Strategy, Public Relations, SEM, Strategic Partnerships
Education
Maranatha Baptist Bible College 1997 — 1998
History Education
Grace Baptist Academy 1987 — 1997
Western & Southern Financial Group 2013 - Present
Marr Capital 2006 - 2013
E*Ttrade Financial 1991 - 2006
Checkers, Simon and Rosner 1990 - 1991
Homart Development Company 1986 - 1990
PwC 1985 - 1986
Skills
Asset Management, Technical Analysis, Business Analysis, Compliance, Accounting, Auditing, Internal Controls, Risk Management, Risk Assessment, Fundamental Analysis, FINRA, Operations Management, Trading, Six Sigma, Securities, Capital Markets, Finance, Financial Analysis, Financial Services, Portfolio Management, Management, Analysis, Investment Management, Mutual Funds, Equities, Series 7, Leadership, Derivatives, Asset Managment, Alternative Investments, Investments, Equity Trading, Financial Modeling, Financial Reporting, Insurance, Entrepreneurship, Options, Strategy, Corporate Finance
Education
Loyola University of Chicago 1981 — 1985
BBA, Public Accounting
Chicago Deming Association- Six Sigma Masters Program
Six Sigma Green Belt Training 2013
Western & Southern Financial Group June 2015 - Present
Hewlett-Packard November 2009 - April 2015
Hewlett-Packard February 2008 - October 2009
Hewlett-Packard August 2003 - January 2008
Procter & Gamble April 2001 - July 2003
Skills
Program Management, Project Management, Leadership, Communication, Process Improvement, Continuous Improvement, Managing Complex IT..., Leading Cross..., Managing Multi-Million..., Complex, Diverse..., Risk Management, Quality Assurance, Integration, Leading Meetings, Deliver standardization, Consulting, Business Analysis
Education
Miami University 1981 — 1984
Bachelor of Science (BS), Systems Analysis
PNC Investments August 2010 - Present
PNC Financial Services Group July 2007 - August 2010
Western & Southern Financial Group August 2005 - July 2007
Education
Malone University 2000 — 2004
Bachelor of Arts, Sports Management
Michigan State University Robotics and Automation Laboratory September 2015 - Present
GE Aviation (Systems) May 2015 - August 2015
Michigan State University Robotics and Automation Laboratory September 2014 - May 2015
Western & Southern Financial Group May 2014 - August 2014
Michigan State University, Department of Plant Biology January 2014 - May 2014
Michigan State University, Department of Computer Science and Engineering September 2013 - February 2014
Western & Southern Financial Group June 2013 - August 2013
University of Cincinnati April 2013 - June 2013
Skills
Embedded Systems, Embedded Software..., Embedded Systems..., Debugging, Electronics Hardware..., Low-power Design, Logic Analyzer, Clocking, Interrupts, I2C, UART, IrDA, AES Encryption, Code Composer Studio, MSP430, Atmel AVR, Raspberry Pi, Digital Image Processing, OpenGL ES, Embedded Linux, Semiconductor Failure..., Interference Mitigation, Reliability, Embedded C, C, Matlab, Robotics, VHDL, C++, Python, Java, VB.NET, C#, Databases, HTML, CSS, Microsoft Office, Android Development, Academic Research, Public Speaking
Education
Michigan State University 2013 — 2017
Bachelor’s Degree, Electrical Engineering, 3.865/4.00 GPA
Anderson High School 2009 — 2013
Graduated with Honors and Merit, 4.369/4.00 GPA
Western & Southern Financial Group November 2011 - Present
Fifth Third Bank January 2007 - July 2012
Skills
SQL, Microsoft SQL Server, Java, Windows, Oracle, HTML, Windows Server, JavaScript, XP, Computer Hardware, Troubleshooting, Analysis, Visio, Project Management, Customer Service, Access, Microsoft Office, Microsoft Excel, Process Improvement, Software Development, SDLC, Project Planning
Education
Xavier University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Management Information Systems and Services
Miami University 2001 — 2006
Dialog Direct October 2014 - January 2015
KIMCO Facilities Services Corporation July 2013 - August 2014
Western & Southern Financial Group July 2012 - July 2013
Aflac April 2012 - July 2012
Lowe's Companies, Inc. December 2003 - January 2011
Home Depot March 1998 - December 2004
Safety Services Inc October 1996 - December 1997
Safety Services Inc November 1994 - October 1996
Skills
Distribution Center..., Big Box, Loss Prevention, Store Management, Merchandising, Planograms, Retail, Profit, Process Scheduler, Customer Service, Retail Sales
Education
Mercy College 1986 — 1989
BS
Western & Southern Financial Group October 2014 - Present
VALIC January 2013 - August 2014
Transamerica October 2012 - January 2013
Messer Financial Service June 2012 - January 2013
ASUREA September 2011 - September 2012
Weiser Security Services, Inc. March 2011 - May 2012
Genesee & Wyoming Inc. October 1994 - October 2006
US Army April 1989 - April 1992
Skills
Insurance, Term Life Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Whole Life, Financial Planners, Strategic Financial..., Employee Benefits, Individual Health..., Health Insurance, Management, Indexed Annuities, Variable Annuities, Variable Life, Mutual Funds, Medicare, Long-term Care, Customer Service, Building Relationships, Sales, Universal Life, Long Term Care Insurance, IRAs, Wealth Management..., Financial Advisory, Portfolio Management, Series 6
Education
Southern University 2008 — 2011
Master of Public Administration (MPA), Public Policy Analysis
Louisiana State University 2004 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Pizzology Craft Pizzeria July 2012 - Present
Keller Williams Real Estate January 2014 - May 2014
Western & Southern Financial Group April 2012 - August 2012
Advocare December 2011 - April 2012
Insphere Insurance Solutions December 2010 - December 2011
Herff Jones June 2002 - May 2010
Old Navy November 1997 - June 2002
Skills
Common Sense, Customer Service, Insurance, Team Building, Sales Management, Public Speaking, Budget, Sales, Account Management, Sales Operations, Inventory Management, Time Management
Education
Marian University 2005 — 2009
Bachelor of Science, Management
Miami University Business Office ManagerMiami UniversityMay 2010 - July 2012
Western & Southern Financial Group February 2007 - May 2010
Western & Southern Financial Group September 2005 - February 2007
Ohio Casualty Group June 2005 - August 2005
Ohio Casualty Group May 2001 - May 2005
Ohio Casualty Group August 2000 - May 2001
Ohio Casualty Group July 1999 - August 2000
Skills
Time Management, Higher Education, Data Analysis, Microsoft Excel, Accounting, Management, Finance, Research, Analysis
Education
Northern Kentucky University 2001 — 2004
Master's Degree, Business Administration (Finance Concentration)
Wilmington College 1999 — 2000
Bachelor's Degree, Accounting
Miami University 1995 — 1998
Associate's Degree, Applied Business in Accounting Technology
Kroger November 2011 - Present
Chiquita March 2010 - November 2011
IKEA October 2007 - March 2010
Western & Southern Financial Group January 2007 - October 2007
AAA Allied Group 2005 - 2007
Cincinnati Area Chapter of the American Red Cross July 2004 - April 2005
Skills
Art Direction, Creative Direction, Graphic Design, Adobe Creative Suite, Advertising, Logo Design, Layout, Typography, Corporate Identity, Packaging, Graphics, Branding & Identity, Print Management, Vendor Management, Web Design, Print Collateral Design, Management, Project Management, Marketing Communications
Education
Mount St. Joseph University 2001 — 2005
Bachelor of Arts, Graphic Design, web design
Mother of Mercy 1998 — 2001
Western & Southern Financial Group March 2014 - Present
Western & Southern Financial Group March 2013 - March 2014
Western & Southern Financial Group March 2011 - March 2013
Western & Southern Financial Group June 2006 - March 2011
Western & Southern Financial Group May 2006 - June 2006
Skills
Adobe Creative Suite, Logo Design, Graphic Design, Advertising, Illustrator, InDesign, Photoshop, Corporate Identity, Art Direction, Project Management, Corporate Branding, Marketing, Marketing Strategy, Email Marketing, Branding & Identity, Layout, Creative Direction
Education
Mount St. Joseph University 2002 — 2006
BA, Graphic Design
Western & Southern Financial Group March 2013 - Present
Education
Lorain County Community College 1991 — 1994
Auditor of State - Ohio January 2012 - Present
Miami University July 2012 - Present
Western & Southern Financial Group April 1985 - December 2011
Armco Inc. (now known as AK Steel) 1980 - 1985
Skills
Forensic Accounting, Certified Fraud Examiner, Financial Analysis, Fraud, Government, Research, Internal Controls, Auditing, Sarbanes-Oxley Act, Internal Audit, Insurance, Accounting, Finance, Sarbanes-Oxley, Project Management, Analysis, Program Management, Leadership, Risk Management, Cost Accounting
Education
Miami University 1979 — 1980
MBA, Accounting
Miami University 1974 — 1978
BS, Accounting
Badin
Badin
Badin
Ohio National Financial Services January 2015 - Present
Ohio National Financial Services May 2014 - January 2015
Answers in Genesis June 2010 - May 2014
Mt Auburn International Acadamy 2011 - July 2011
Southwest Middle School May 2009 - November 2009
Luxottica / EyeMed 2007 - April 2009
Mason High School 2008 - 2009
Great American Financial Resources 2005 - 2007
Western & Southern Financial Group 1999 - 2005
Miami University 1993 - 1999
Skills
Leadership, Portfolio Management, Project Management, Management, Training, Business Analysis, Budgets, CRM, Marketing, Teaching, Sales, Instructional Design, Web Design, Strategic Planning, Change Management, Process Improvement, Program Management, Public Speaking, Team Building, Vendor Management, Team Leadership, Leadership Development, Nonprofits, Fundraising, Presentations, New Business Development, Project Finance, Project Planning, Teamwork, Time Management
Education
Mount St. Joseph University 2008 — 2010
MAMSE, Multi-Cultural Special Education
University of Phoenix 2000 — 2002
MA, Organizational Management
Miami University 1991 — 1995
BA, Communication and Theatre
Western & Southern Financial Group Contract ProducerGenworth FinancialNovember 2010 - Present
Assurity Financial Services August 2010 - Present
Assurant Health August 2010 - Present
Mutual of Omaha August 2010 - Present
Education
Marshall University 2001 — 2003
West Virginia University 1999 — 2001
Western & Southern Financial Group June 2015 - Present
Yadkin Wealth April 2014 - March 2015
New York Life 2011 - 2014
AXA Advisors 2008 - 2011
New York Life 2000 - 2008
Principal Financial Group 1997 - 2000
Education
Miami University
Bachelor of Applied Science (BASc)
Western & Southern Financial Group June 2013 - Present
Grant Thornton LLP August 2012 - June 2013
Grant Thornton LLP February 2010 - August 2012
Ernst & Young September 2009 - December 2009
Ernst & Young September 2007 - September 2009
Ernst & Young June 2006 - August 2006
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Auditing, IT Audit
Education
Miami University 2003 — 2007
Bachelor of Science, Major in Accounting & Major in Finance
Lehman High School 1999 — 2003
Towers Watson February 2002 - Present
PwC January 1990 - February 2002
Nationwide Financial February 1986 - December 1989
The MONY Group January 1984 - January 1986
Western & Southern Financial Group November 1982 - December 1983
Skills
Economic Capital, Enterprise Risk..., Insurance, Mergers, Risk Management, ALM, Financial Services, Securitization, Financial Risk, Actuarial Science, Financial Modeling, Mergers, Life Insurance, Reinsurance, Solvency II
Education
Miami University 1978 — 1982
B.S., Mathematics
Fifth Third Bank October 2009 - Present
Western & Southern Financial Group April 2009 - October 2009
Fidelity Investments June 2007 - March 2009
Fidelity Investments October 2004 - June 2007
Mutual of Omaha November 2001 - October 2004
Invesmart 2000 - 2001
CBIZ 1997 - 2000
Skills
Investments, Retirement Plans, Business Relationship..., ERISA, 401k, Employee Benefits, Pensions, Mutual Funds, Retirement, Financial Services, Business Planning, Retirement Planning, Leadership, CRM, Analysis, Asset Management, Relationship Management, Process Improvement, Sales, Series 63, Qualified Retirement...
Education
Miami University 1992 — 1996
BA
St. Ignatius High School, Cleveland 1988 — 1994
Western & Southern Financial Group June 2015 - Present
Grant Thornton LLP July 2010 - May 2015
Ernst & Young January 2004 - July 2010
USA/Docufinish January 1996 - January 2004
Skills
IT Audit, Internal Audit, CISA, IT Risk, SSAE 16, Internal Controls, SOX, Information Technology, Analysis, Sarbanes-Oxley Act, Assurance, Accounting, COBIT, Management
Education
Miami University 1999 — 2003
Bachelor of Science, Management Information Systems (MIS)
Support EXP February 2013 - Present
ANNUCO November 2011 - February 2013
Pearl Insurance November 2009 - December 2010
Western & Southern Financial Group May 2004 - June 2009
Allstate March 1999 - May 2004
Zurich Insurance Company Ltd. March 1994 - March 1999
Skills
Leadership, Management, Training, Coaching, Team Building, Business Development, Sales, Sales Management, Building Customer..., Strategic Planning, Performance Optimization, Net Promoter Score, Account Management, Customer Loyalty..., Relationship Management, Market Research, Product Marketing, Product Management, Building Relationships, Consultative Selling..., Insurance, Fixed Annuities, Retirement Planning, Mutual Funds, Variable Annuities
Education
Aileron - Course For Managers
Michigan State University 1989 — 1993
Bachelor, Humanities Pre-Law
Western & Southern Financial Group June 2005 - Present
Northbrook Technology of Northern Ireland May 2004 - June 2005
Western & Southern Financial Group May 2000 - May 2004
Ohio Casualty Group September 1997 - April 2000
McCullough-Hyde Memorial Hospital September 1993 - September 1997
Applied Computing Devices November 1992 - May 1993
Analysis & Technology, Inc. July 1990 - November 1992
Quantum Resources May 1988 - February 1990
Skills
CICS, COBOL, Mainframe, Insurance, Programming, Easytrieve, JCL, VSAM, MVS, ISPF, Software Design, z/OS, Operating Systems
Education
Marietta College 1984 — 1988
BA, Music
Marietta College 1984 — 1988
BS, Computer Science
Staffmark July 2015 - Present
Western & Southern Financial Group July 2014 - July 2015
Cedar Fair Entertainment Company February 2014 - April 2014
Cincinnati Children's Hospital Medical Center September 2013 - December 2013
Cedar Fair Entertainment Company March 2013 - October 2013
Patheon June 2013 - August 2013
The Disney Store August 2011 - April 2013
Cedar Fair Entertainment Company April 2009 - August 2012
Skills
Customer Service, Time Management, Teamwork, Human Resources, Management, Microsoft Word, Leadership, Microsoft Excel, Training, PowerPoint, Event Planning, Benefits Administration, Benefits Negotiation, Employee Benefits, Public Speaking
Education
College of Mount St. Joseph 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management
Affordable Health & Life Insurance Specialists July 2014 - Present
Western & Southern Financial Group August 2013 - August 2014
Skills
Customer Service, Leadership, Team Building, Insurance, Coaching, Microsoft Office, Public Speaking, Sales, Marketing, Financial Analysis, Process Improvement, Strategic Planning, Recruiting, Nonprofits, Contract Negotiation, Emergency Medical..., Inventory Management
Education
University Of Oklahoma 1994 — 1999
Bachelor of Arts (B.A.), Communication, General, N\A
Miami Dade College
Anthem, Inc. December 1997 - Present
Great American Insurance February 1996 - December 1997
Great American Insurance 1996 - 1997
Western & Southern Financial Group May 1982 - February 1996
Skills
IT Management, SOX, Insurance, SDLC, Sarbanes-Oxley Act, Business Analysis, Vendor Management, Project Management, Governance, Process Improvement, Access, Information Technology, Databases, Requirements Gathering, Analysis, Oracle, Leadership, Software Project..., MS Project, Management, Systems Analysis, Visio, IT Service Management, Outsourcing, Strategic Planning, IT Strategy, Project Portfolio..., Software Documentation, Business Process..., Data Center, Business Requirements, Enterprise Architecture, Program Management, PMP, ITIL, Microsoft SQL Server, Training, PeopleSoft, Data Warehousing, Disaster Recovery, SharePoint, Risk Management, Cross-functional Team..., Requirements Analysis, Solution Architecture, Business Process, SQL, Resource Management, Integration, Business Intelligence
Education
Colerain High School 1977 — 1981
high school diploma, college prep
College of Mount St. Joseph
Data Processing
the hood
the hood
The Carlisle & Finch Co. 1990 - Present
Kenner Toys January 1990 - December 1990
Western & Southern Financial Group 1987 - 1990
Skills
Customer Service, Leadership, Public Speaking, Team Leadership, Sales Order Processing, Administrative..., Purchasing, Microsoft Office, Web Design, Outlook, Event Planning, Office Management, PowerPoint, Microsoft Excel, Microsoft Word, Team Building, Inventory Management, Youth Development, Fundraising, Website Building, Order Fulfillment, Drupal, Photoshop, Lotus Notes, Budgets, Training, Nonprofits, Project Planning, Event Management, Sales, Social Media
Education
College of Mount St. Joseph
Business Management
University of Cincinnati-Raymond Walters College
Cincinnati Bible College
Champion Window Mfg. January 2012 - Present
Freelance July 2011 - Present
Western & Southern Financial Group September 2009 - July 2011
Walgreens July 2004 - June 2011
American Red Cross June 2009 - August 2009
Skills
Adobe Creative Suite, Advertising, Illustrator, Photoshop, Photography, Graphic Design, Word, Logo Design, Microsoft Office, Illustration, Graphics, Marketing, Microsoft Word, Mac, Web Design, InDesign, Typography, Visual Communication, Adobe Acrobat, Branding & Identity, Posters
Education
College of Mount St. Joseph
BA, Graphic Design
Magnolia Health and Rehab December 2013 - Present
Greystone Healthcare Management October 2011 - Present
Retired January 2008 - August 2011
Western & Southern Financial Group August 2006 - January 2008
Skills
Administration, Nursing
Education
Nova Southeastern University 2000 — 2002
MS, Healthcare Administration
Manatee Community College 1990 — 1991
AS, Nursing
Longwood College 1976 — 1989
BS, Biology
Western & Southern Financial Group October 2005 - Present
Edward Jones October 2002 - January 2005
AF Kelly Consulting April 2000 - August 2002
Fidelity Investments April 1994 - February 2000
Kemper Clearing Corp. 1989 - 1994
DST Systems 1984 - 1989
Education
Missouri State University
Accounting
Riverstone Wealth Partners Financial AdvisorPNCJuly 2006 - July 2009
Western & Southern Financial Group January 2002 - June 2006
Skills
Long-term Care, Strategic Financial..., Wealth Management, Estate Planning, Finance, Retirement Planning, Series 7, Mutual Funds, Fixed Annuities, Series 63, Strategic Planning, Investments, Series 6, Asset Allocation, Securities, Retirement
Education
Miami University 1971 — 1976
BA, Political Science
Ohio National Financial Services July 2006 - Present
Andesa Services, Inc. July 2000 - July 2006
Great American Life Insurance March 1997 - July 2000
Western & Southern Financial Group October 1986 - March 1997
Skills
Investments, Insurance, Life Insurance, Actuarial Science, Health Insurance, Fixed Annuities, Pensions, Risk Management, Employee Benefits
Education
Massachusetts Institute of Technology 1983 — 1986
BS, Applied Math
West Chester Liberty Chamber Alliance January 2010 - Present
West Chester Chamber Alliance Leadership 21 September 2008 - Present
Happily self employed May 2007 - Present
West Chester Chamber Alliance 2007 - Present
Fort Hamilton District, Dan Bear Council, BSA 2012 - 2012
Waddell & Reed November 2005 - May 2007
Western & Southern Financial Group January 2003 - November 2005
On Location Multimedia 2000 - 2002
WLW Radio 1982 - 1985
Skills
Public Speaking, New Business Development, Non-profits, Fundraising, Leadership, Social Networking, Strategic Planning, Program Management, Team Building, Nonprofits, Leadership Development, Insurance, Sales Management, Customer Service, Event Planning, Marketing, Marketing Strategy, Training, Business Development, Coaching, Volunteer Management, Public Relations, Event Management, Small Business, Healthcare, Budgets, Community Outreach, Entrepreneurship, Media Relations, Marketing Communications, Program Development, Sales, Management, Organizational..., Social Media, Social Media Marketing, Advertising, Board Development, Copywriting, Grant Writing, Philanthropy, Executive Coaching, B2B
Education
Miami University 1972 — 1976
Radio TV Film
Miami University 1972 — 1976
Radio and Television
NaviGo College & Career Prep July 2014 - Present
Kenton County Schools October 2013 - June 2015
Western & Southern Financial Group November 2012 - October 2013
Western & Southern Financial Group 1999 - 2012
US Bank 1993 - 1999
Education
Miami University
Bachelor of Arts, Psychology
Care Center Vets April 2015 - Present
Alice's Companion Dog Training, LLC April 2011 - Present
Protective Life May 2014 - March 2015
Western & Southern Financial Group May 2011 - April 2014
PNC Bank November 2009 - May 2011
IRS, Contractor June 2006 - November 2009
Skills
Microsoft Office, Document Imaging, Typing, Organization, Networking, Research, Internet, Dog Training, Dog Behavior, CMS, Website Updating, Social Media, Customer Service, Team Building, Sales, Microsoft Excel
Education
University of Cincinnati 2011 — 2014
Master's degree, Criminal Justice and Corrections
College of Mount St. Joseph 2007 — 2010
Bachelor's degree, Psychology
Outdoor Adventure Clubs of Greater Cincinnati June 2015 - Present
Blair Technology Group April 2014 - June 2015
Cincinnati Museum Center June 2013 - April 2014
Covington Independant School District March 2012 - June 2013
YMCA Camp Ernst April 2011 - August 2011
Western & Southern Financial Group November 2009 - November 2010
Soapbox Cincinnati February 2009 - May 2009
YMCA Camp Ernst May 2007 - August 2008
Skills
Strategic Communications, Event Management, Research, Editing, Copy Editing, Leadership, Public Speaking, Interviews, Volunteer Management, Grant Writing, Event Planning, Community Outreach, Fundraising, Nonprofits, Higher Education, Social Media, Management, Microsoft Office
Education
Miami University 2013 — 2015
Master of Arts in Teaching (MAT), Biological Sciences
Miami University 2004 — 2009
BA, English Literature
Miami University May 2015 - Present
Western & Southern Financial Group May 2015 - August 2015
Miami University May 2014 - April 2015
Intelligrated June 2014 - August 2014
Skills
Leadership, People Skills, Public Speaking, Marketing, Sales, Team Management, Microsoft Office, Coaching, Leadership Development, Salesforce.com, Linkedin Marketing, Corporate Social Media, Social Media, Communication
Education
Miami University 2013 — 2017
Marketing Major, Entrepreneurship Minor, Business, Junior
Ursuline Academy High School 2009 — 2013
GED, General Studies
Independent November 2010 - Present
Independent Insurance Professional August 2001 - Present
Globe Insurance Agency August 2014 - February 2015
Western & Southern Financial Group June 2009 - November 2010
Western & Southern Financial Group September 2007 - May 2009
Mikes Express Carwash November 2003 - January 2006
Finish Line October 2000 - November 2003
Skills
Sales, Employee Benefits, Customer Service, Microsoft Office, Insurance, Finance, Fixed Annuities, Series 6, Retirement Planning, Disability Insurance, Term Life Insurance
Education
Fairfield High School 1996 — 1999
Miami University
The American College
Financial Planning, Insurance Planning, Estate Planning
Western & Southern Financial Group June 2015 - Present
Western & Southern Financial Group December 2012 - Present
Western & Southern Financial Group November 2004 - December 2012
Paycor December 2001 - December 2004
Skills
Financial Reporting, GAAP, General Ledger, Financial Analysis, Accounting, Account Reconciliation, CPA, Financial Statements, Cost Accounting, Journal Entries, Financial Accounting, Life Insurance, Anti Money Laundering, Complaint Management, Regulatory Compliance, Variance Analysis, Management, Process Improvement
Education
Xavier University 2002 — 2005
MBA, Accounting
Miami University 1997 — 2001
Bachelor's degree, Accounting and Finance
Western & Southern Financial Group August 2015 - Present
Western & Southern Financial Group April 2014 - August 2015
United Allergy Services January 2014 - April 2014
Kroger Pharmacy September 2012 - December 2013
TriHealth Fitness & Health Pavilion May 2013 - August 2013
T.G.I. Friday's October 2011 - September 2012
Animal Adoption Foundation May 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Cpr Certified, Time Management, Process Improvement
Education
Miami University 2011 — 2013
Bachelor of Science (B.S.), Health Promotions - Concentration in Gender and Family Studies
Ross High School
General Education
Western & Southern Financial Group January 2015 - May 2015
Blacktop Design December 2014 - January 2015
Skills
Microsoft Office, Customer Service, Social Media, Microsoft Excel, Management, Marketing, Microsoft Word, PowerPoint, Sales, Leadership
Education
Miami University 2014 — 2018
Bachelor of Science in Business, Marketing, Sophomore
Arapahoe High School 2010 — 2014
High School
Fifth Third Bank September 2012 - Present
VLADHILL LLC April 2011 - Present
Western & Southern Financial Group May 2011 - September 2012
Wachovia Bank April 2000 - May 2011
Skills
Credit, Customer Service, Finance, Financial Analysis, Investments, Loans, Mortgage Lending, Sales
Education
Miami Lakes Educational Center 1999 — 2000
Certificate, Banking Operations
Western & Southern Financial Group July 2015 - Present
Western & Southern Financial Group May 2015 - Present
Chegg Inc. January 2015 - February 2015
Pet Nation Lodge May 2013 - January 2015
Kappa Alpha Theta Fraternity February 2014 - November 2014
Membership Development Internship May 2014 - August 2014
Pizazz Studio Inc. May 2010 - August 2014
Skills
Product Marketing, Teamwork, Sales, Communication, Retail, Fashion, Customer Service, Microsoft Office, Marketing, Management, Microsoft Word, Time Management, Leadership, Marketing Strategy, Marketing Communications, Social Media Marketing, Social Media, Microsoft Excel, PowerPoint, Event Planning, Social Networking, Public Relations
Education
Miami University 2012 — 2016
Bachelor’s Degree, Psychology Major l Marketing Minor, Senior
Loveland High School 2008 — 2012
High School
Western & Southern Financial Group October 2013 - Present
Western & Southern Financial Group February 2013 - October 2013
Total Quality Logistics March 2012 - February 2013
Skills
Sales, Cold Calling, Mutual Funds, Marketing, Sales Management, Account Management, Direct Sales, Relationship Management, New Business Development, Insurance, Business Development, Competitive Analysis, Salesforce.com, Sales Operations, Marketing Strategy
Education
Miami University 2007 — 2011
Bachelor of Arts (BA), American Studies
Western & Southern Financial Group August 2015 - Present
Western & Southern Financial Group April 2010 - August 2015
Skills
Retirement Planning, Mutual Funds, Investments, Series 7, Insurance, Series 63, Fixed Annuities, Retirement, Financial Services, Wealth Management, Banking, Loans, Life Insurance, Securities, Strategic Financial...
Education
Mount St. Joseph University 1998 — 2000
Bachelor's Degree, BS, Business Administration, Summa Cum Laude
Medpace September 2008 - Present
Rogers Ltd, Inc. September 2001 - May 2008
Kendle International 1997 - 2000
Western & Southern Financial Group 1995 - 1997
Federated Department Stores 1985 - 1995
Skills
CRM systems..., Digital Marketing, Social Media Marketing, Patient Recruitment and..., Advertising, CRM, Marketing, Media Planning, Social Media, Corporate Communications, Marketing Strategy, Salesforce.com, Marketing Communications, Budgets, Management, Sales, Recruiting, Pharmaceutical Industry, Strategic Planning, Leadership
Education
University of Cincinnati College of Business 1980 — 1985
MBA, Marketing
Miami University 1975 — 1979
BA, Communications and Theater
Western & Southern Financial Group May 2015 - Present
Western & Southern Financial Group December 2011 - Present
Western & Southern Financial Group January 2010 - December 2011
Western & Southern Financial Group March 2007 - January 2010
American Family Insurance October 2005 - March 2007
Education
Miami University 2002 — 2006
Finance, Business
Miami University 2002 — 2004
Associate's degree, Fine/Studio Arts, General
Lucas Group October 2014 - Present
Aerotek January 2014 - August 2014
Western & Southern Financial Group August 2012 - January 2014
Skills
Cold Calling, Life Insurance, Term Life Insurance, Health Insurance, Marketing Strategy, Financial Analysis, Building Relationships, Retirement, real-time PCR, Biomedical Sciences, Agarose Gel..., Bacterial Identification, Forensic Anthropology, Prospecting Skills, Sports Coaching, Event Planning, Sales, Networking
Education
Michigan State University 2007 — 2012
Bachelor of Science (B.S.), Biomedical Laboratory Diagnostics
Kelly Services September 2015 - Present
John Vena Produce September 2015 - Present
Club Philadelphia May 2013 - Present
Truskey Inc March 2013 - September 2015
Monarch Staffing December 2012 - July 2013
Pentec Health February 2013 - March 2013
Western & Southern Financial Group July 2012 - October 2012
Follett Higher Education Group February 2008 - July 2012
Follett Higher Education Group August 2006 - February 2008
UPS June 2005 - June 2006
Skills
Customer Service, Game Design, Creative Writing, Narrative, World Building, Mythology, System Administration, GIMP, Software Installation, Microsoft Word, Microsoft Excel, Cashiering, Martial Arts, Barista Training, PC building, Blender, Outlook, Video Games
Education
Montgomery County Community College 2004 — 2007
Associate of Arts and Sciences (A.A.S.), Electronic Game and Simulation Design
Computer-Ed Institute 2003 — 2004
Network and System Administration/Administrator
Fifth Third Securities December 2005 - Present
Western & Southern Financial Group 2000 - 2005
Skills
Series 6, Series 7, Series 63, series 66, Life Insurance
Education
Marshall University 1996 — 1999
PNC Mortgage July 2013 - Present
PNC Mortgage July 2012 - July 2013
Western & Southern Financial Group May 2011 - August 2011
First Miami Student Credit Union March 2009 - May 2011
Skills
Financial Modeling, Microsoft Word, Data Analysis, Bloomberg Terminal, Access, Microsoft Excel, Teamwork, Microsoft Office, Financial Analysis, Financial Risk, PowerPoint, Actuarial Science, SAS, Analysis, Risk Management, Business Analysis, Finance
Education
Miami University 2008 — 2012
Finance, Actuarial Science
Rikkyo University
International Business
Western & Southern Financial Group December 2013 - Present
Lee's Summit Education Foundation October 2008 - Present
Financial Advisor January 2005 - Present
Skills
Retirement Planning, Fixed Annuities, Long Term Care Insurance, Business Planning, Retirement, Strategic Financial..., IRAs, Investments, Mutual Funds, Insurance, 401k Rollovers, Life Insurance, Series 7, Financial Services, Wealth Management, Securities, Series 63, Term Life Insurance, Financial Planners, Financial Planning
Education
Missouri State University
Bachelor's of Science, Marketing Management
Lee's Summit North High School
Western & Southern Life October 2010 - Present
Western & Southern Financial Group November 2005 - October 2010
Western & Southern Life January 2005 - November 2005
Education
Louisiana State University 2000 — 2005
English
Starwood Capital Group September 2012 - Present
sage CPA September 2010 - April 2012
Western & Southern Financial Group February 2010 - July 2010
Ernst & Young September 2008 - December 2009
Ernst & Young June 2007 - August 2007
Ary Roepcke Mulchaey Stevenson LLP June 2006 - August 2006
Education
Miami University 2004 — 2008
BS, Accountancy
Resource Real Estate May 2012 - Present
Griffin Capital January 2012 - May 2012
Grubb & Ellis June 2011 - January 2012
Western & Southern Financial Group February 2010 - June 2011
Hartford Financial Services Group Inc June 2005 - February 2010
Van Kampen Funds August 2003 - June 2005
IDS November 2002 - July 2003
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Securities, Investments, Asset Allocation, FINRA, Asset Managment, Financial Advisory
Education
Miami University 1998 — 2002
BS, Finance
ZCHS
Ajilon February 2014 - Present
Accounting Principals April 2012 - Present
Western & Southern Financial Group 2012 - 2012
Cinergy Entertainment February 2007 - July 2010
Skills
Temporary Staffing, Applicant Tracking..., Staffing Services, Recruiting, Reference Checking, Administrative..., Screening Resumes, Resume Writing, Human Resources, Temporary Placement, Onboarding, Data Entry, Internet Recruiting, Benefits Negotiation, Office Management, College Recruiting, Cold Calling, Sourcing, Technical Recruiting, Talent Acquisition, Executive Search, Employee Relations, Permanent Placement, New Hire Orientations, Interviews, PeopleSoft, Hiring, Corporate Recruiting, Payroll, Employee Benefits, Interview Preparation, Background Checks, Building Relationships, Talent Management, Taleo, Employee Training, Training, Benefits Administration, Job Fairs, Job Coaching, Recruitment Advertising, Screening, HRIS, Career Counseling, Job Descriptions, FMLA, Behavioral Interviewing, ADP Payroll, Industrial Sector, Contract Recruitment
Education
College of Mount St. Joseph
Seton
Good Shepherd Lutheran Church (Cincinnati, OH) 2010 - Present
HR Consultant 2010 - 2011
Ripple Junction Design Company 2009 - 2010
Western & Southern Financial Group 2005 - 2009
FORTE Industries 2004 - 2005
Employee Management Services, a division of Staffmark 1995 - 2004
Ralph Young/April Gardner, D.O. Family Practice 1988 - 1995
Skills
Human Resources, Performance Improvement, Healthcare Management, Employee Relations, Talent Management, Onboarding, Succession Planning, Performance Management, Employee Engagement, HRIS, Deferred Compensation, Employee Benefits, Talent Acquisition, Recruiting, College Recruiting, FMLA, Benefits Administration, Organizational..., Leadership Development, Coaching, Leadership, Policy, Strategy, Marketing, Newsletters, Hiring, Interviews, Training
Education
Miami University
BA
HRCI/SHRM
PHR
GoHealth September 2014 - Present
Western & Southern Financial Group March 2013 - September 2014
Essence Financial Group 2008 - March 2013
Skills
Loans, New Business Development, Mortgage Lending, Credit, Credit Analysis, Mortgage Banking, Strategic Financial..., Banking, Loan Origination, Customer Service, Credit Risk, Portfolio Management
Education
Loyola University Chicago 1994 — 1999
Economics
Givaudan February 2013 - Present
Transfreight, LLC January 2008 - September 2012
SSG Corp April 2007 - December 2007
Western & Southern Financial Group September 2002 - March 2007
Fidelity Investments August 1993 - September 2002
Skills
Talent Management, Organizational..., Succession Planning, Performance Management, Training, Human Resources, Employee Relations, Employee Engagement, Leadership Development, Workforce Planning, Executive Coaching, Team Building, Onboarding, Workshop Facilitation, Leadership, Deferred Compensation, Talent Acquisition
Education
Miami University 1982 — 1986
Bachelor of Arts (BA), Public Administration/Public Personnel Management
Omnicare Inc. August 2014 - Present
Western & Southern Financial Group December 2013 - July 2014
Citi July 2012 - December 2013
Citi October 2011 - June 2012
Citi March 2011 - September 2011
Avaya November 2006 - December 2008
Avaya April 2004 - October 2006
Avaya May 2001 - February 2004
Lucent Technologies January 1996 - September 2000
AT&T April 1988 - December 1995
Skills
Cross-functional Team..., Customer Satisfaction, Avaya, Telecommunications, Process Improvement, Call Center, Telephony, Software Documentation, Project Management, Vendor Management, Call Centers, SDLC, Customer Oriented, Management, Integration, Customer Service, SAP, Sales, Employee Training, CRM, Leadership, Program Management, Customer Experience, Team Building, Business Process..., Account Management
Education
Miami University 1983 — 1986
Systems Analysis; Philosophy
Anderson High School 1980 — 1983
Diploma, College Prep
Fort Washington Investment Advisors March 2014 - Present
Fort Washington Investment Advisors June 2007 - March 2014
Formica Corp December 2004 - June 2007
Western & Southern Financial Group August 1998 - December 2004
Chiquita Brands International April 1996 - August 1998
PNC Bank January 1991 - April 1996
Skills
Finance, Investments, Strategy, Financial Modeling, Financial Analysis, Financial Reporting, Mergers & Acquisitions, Strategic Financial..., Credit, Forecasting, Accounting, Valuation, Portfolio Management, Banking, Asset Management
Education
University of Cincinnati College of Business 1994 — 1996
MBA
Miami University 1986 — 1990
B.S., Finance & Accounting
INC Research August 2013 - Present
INC Research July 2011 - August 2013
Kendle International December 2005 - July 2011
Kendle International October 2002 - December 2005
Kendle International November 1999 - October 2002
Western & Southern Financial Group July 1997 - November 1999
General Revenue Corporation (subsidiary of SallieMae Inc.) April 1993 - July 1997
The Foxx Group February 1991 - March 1993
Aviation Planning Associates, Inc. July 1987 - February 1991
Skills
Pharmaceutical Industry, Corporate Communications, Market Research, Marketing Communications, Strategic Communications, Marketing Management, Press Releases, Change Management, Media Relations, Public Relations, Internal Communications, Social Media, Editorial, Crisis Communications, Newsletters, Publications, Copywriting, Content Management, Copy Editing, Communications Planning, Integrated Marketing, Web Content, Email Marketing, Corporate Branding, Content Development, Blogging, Digital Marketing, Publishing, Advertising, Brand Development, Social Media Marketing, Brand Management, Communication Training, Journalism
Education
Miami University 1983 — 1987
Bachelor of Arts, English (Journalism/Literature)
General Electric June 2011 - Present
Duke Energy July 2009 - June 2011
Fidelity Investments May 2005 - February 2009
General Electric May 2000 - May 2005
Metamor Worldwide November 1998 - April 2000
PricewaterhouseCoopers February 1996 - November 1998
CarnaudMetalbox (USA) Inc. November 1993 - February 1996
Quantum Chemical November 1989 - October 1993
Convergys June 1988 - November 1989
Western & Southern Financial Group June 1986 - June 1988
Skills
Program Management, Project Management
Education
Miami University 1982 — 1986
Bachelor of Science (BS), Systems Analysis
Symetra January 2015 - Present
Emerson Securities/GWG November 2014 - January 2015
Western & Southern Financial Group July 2008 - November 2014
Prudential Financial March 2006 - July 2008
Thrivent Financial for Lutherans February 2002 - March 2006
Skills
Retirement Planning, Fixed Annuities, Mutual Funds, Series 63, Wealth Management, Investments, Series 7, Retirement, Financial Services, Insurance, Series 24, Seies 26, Alternative Investments
Education
College of Financial Planning 2009 — 2010
CRPC, Retirement Planning
College of Financial Planning
Financial Planning and Services
McHenry County College
Southern Illinois University, Carbondale
Business Administration and Management, General
The American College
Estate Planning
84.51˚ September 2015 - Present
Western & Southern Financial Group April 2013 - September 2015
Innersync Studio June 2002 - April 2013
Arch Wireless January 1999 - June 2002
Arch Communications August 1997 - January 1999
Skills
Web Development, C#, Web Applications, ASP.NET, ASP.NET MVC, ASP.NET Web API, SQL, JavaScript, jQuery, Bootstrap, Responsive Web Design, PHP, Microsoft SQL Server, CSS, CMS, AJAX, MySQL, Databases, SDLC, SEO, Cloud Computing, Visual Studio, Apache, IIS, Database Design, Linux, HTML, User Interface Design
Education
Miami University 2001 — 2006
Bachelors, Systems Analysis
Miami University 2001 — 2005
Associates, Compter Technology
Zale Corp/Macys/Migerobe/H.Samuel Jewelers 1996 - January 2013
Western & Southern Financial Group September 2010 - April 2011
American Cancer Society 2007 - 2009
American Red Cross 2001 - 2003
Skills
Sales Management, Training, Team Building, Public Speaking, Selling, Strategic Planning, Coaching, Customer Service, Leadership, Sales, Account Management, Leadership Development, Customer Satisfaction, Marketing, Retail, Project Planning
Education
Middle Tennessee State University
Economics
CHS
Western & Southern Financial Group July 2009 - Present
Fidelity Investments January 1995 - February 2009
fidelity investments 1995 - 2009
Mercantile Stores Company 1987 - 1995
mercantile stores 1987 - 1995
Home Federal Savings and Loan October 1984 - October 1987
Skills
Project Management, Telecommunications, Microsoft Office, Software Documentation, Vendor Management, Visio, Business Analysis, MS Project, Cross-functional Team..., ITIL, RFP, Disaster Recovery, VoIP, Technical Support, Networking
Education
Miami University 1983 — 1985
Associate, Applied Science - Computer Technology
Strategic Franchising January 2015 - Present
Champion Window 1997 - December 2014
Western & Southern Financial Group 1989 - 1997
Skills
Advertising, Adobe Creative Suite, Graphic Design, Illustrator, Direct Marketing, Logo Design, Marketing Strategy, Online Marketing, Marketing, Social Media Marketing, InDesign, Direct Mail, Online Advertising, Strategic Planning, Video Production, Brand Management, front end web design, Project Management, Team Management, Creative Direction, Team Building, Account Management
Education
Miami University
BFA, Minor in Photography
University of Cincinnati
Western & Southern Financial Group May 2008 - May 2010
Skills
Insurance, Fixed Annuities, Retirement Planning
Education
Madonna University 1999 — 2007
Nursing, General
Beacon Hill Fund Services, Inc. March 2008 - Present
JPMorgan Asset Management August 2004 - March 2008
Western & Southern Financial Group February 2002 - June 2004
BISYS Fund Services 1999 - 2002
Education
Mount Vernon Nazarene University
Bachelors, Business Administration
Asseff Insurance Agency September 2009 - Present
American General Finance October 2007 - January 2009
Western & Southern Financial Group January 2006 - March 2007
Skills
Fixed Annuities, Insurance, Disability Insurance, Life Insurance, Long-term Care, Retirement Planning, Term Life Insurance, Retirement, Health Insurance, Property & Casualty..., Estate Planning, 401k, Commercial Insurance, Strategic Financial..., Employee Benefits, Sales Management, Leadership, Finance, Homeowners, Liability, Loans, Workers Compensation, Small Business, Sales, Professional Liability
Education
Marshall University 2001 — 2006
BBA, Marketing
Marshall University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Great American Insurance April 2014 - Present
Macy's April 2012 - April 2014
Southwest Ohio Give Camp 2013 - 2013
Western & Southern Financial Group May 2010 - April 2012
BAKER CONCRETE August 2009 - April 2010
Cincinnati Financial Corporation August 2006 - August 2009
HEWLETT-PACKARD CORPORATION January 2003 - August 2006
Hewlett-Packard April 1997 - August 2006
HEWLETT-PACKARD CORPORATION April 1997 - August 2006
HUBERT April 1996 - April 1997
Skills
ASP.NET, T-SQL, SQL Server, C#, OOP, .NET, VB.NET, Databases, Windows, Troubleshooting, SQL, Database Design, JavaScript, IIS, HTML, jQuery, Visual Studio, Application Development, CSS, SSRS, Web Development, Programming, Web Applications, N-tier, Requirements Analysis, LINQ, WCF, ADO.NET, ASP.NET MVC, Agile, Stored Procedures, Visio, Software Development, SQL Server 2000-2008, TDD, Systems Analysis, PL/SQL, VSS, Microsoft SQL Server, Software Documentation, Windows Server, SDLC
Education
Regents College of the University of the State of New York 1991 — 1994
B.S, Computer Information Systems
Marlboro College 1987 — 1989
Horace Mann Insurance Company May 2010 - Present
Western & Southern Financial Group February 1994 - July 2001
Education
Marshall University 1998 — 1999
R.B.A., PRE MED/BIOLOGY/BUSINESS
Veritude May 2015 - Present
Paycor April 2013 - May 2015
Paycor February 2005 - March 2013
Western & Southern Financial Group May 2004 - January 2005
R.L. Polk 2000 - 2003
RL Polk 1997 - 2000
R L Polk 1990 - 1996
Skills
Process Improvement, Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Microsoft SQL Server, Visio, Business Process..., Leadership, Software Documentation, Software Project..., SQL, PMP
Education
Miami University 1983 — 1987
Business, Decision Science, Marketing
Catholic Health Initiatives March 2010 - Present
Western & Southern Financial Group April 2007 - January 2010
Provider Synergies January 2005 - April 2007
Skills
Access, Analysis, Automation, Customer Service, Data Analysis, Databases, Employee Benefits, Healthcare, Insurance, Microsoft Excel, Microsoft Office, Pharmaceutical Industry, Process Improvement, Project Management, Reporting & Analysis, Requirements Analysis, Strategic Planning, Strategy, Supply Chain, Team Building, Vendor Management
Education
Miami University 1998 — 2002
Bachelor of Science, Management Information Systems
Frank & Associates, P.C. November 2012 - Present
Xue & Associates, P.C. September 2012 - November 2012
Hyderally & Associates, P.C. December 2011 - April 2012
U.S. Equal Employment Opportunity Commission August 2011 - November 2011
U.S. Equal Employment Opportunity Commission June 2011 - August 2011
Schwartz and Perry, L.L.P. January 2011 - April 2011
United States Attorney's Office, Eastern District of New York June 2010 - August 2010
Western & Southern Financial Group February 2006 - August 2009
Community Press January 2009 - March 2009
Clerisy Press October 2008 - December 2008
Skills
Civil Litigation, Legal Research, Employment Law, Legal Writing, Westlaw, Litigation
Education
Hofstra University School of Law 2009 — 2012
J.D., Law
University of Cincinnati 2004 — 2009
B.A., Journalism (Major), Philosophy (Minor)
Loveland High School
Western & Southern Financial Group February 2015 - Present
Butler Rural Electric Cooperative October 2010 - Present
Cincinnati Bell August 2009 - October 2010
Community First Solutions August 2008 - May 2009
RiskSOURCE Clark-Theders January 2008 - August 2008
Skills
Adobe Creative Suite, Microsoft Office, Leadership, Marketing Communications, Strategic Communications, Writing, Social Media, Media Relations, Public Relations, Advertising, Newsletters, Nonprofits, Event Planning, Social Media Marketing, Internal Communications, Strategic Planning, Magazines, Graphic Design, Crisis Communications, Press Releases, Editing, Event Management, Publications, Corporate Communications, Social Networking, Photoshop, Speech Writing, Creative Writing, Copywriting
Education
Miami University 2005 — 2009
Bachelor of Arts (B.A.), Strategic Communications
Western & Southern Financial Group April 2014 - Present
Western & Southern Financial Group 1996 - 2014
Columbus Life June 1971 - December 1997
Skills
Actuarial Science, Fixed Annuities, Insurance, Strategic Planning, Life Insurance, Disability Insurance, Reinsurance, Retirement, Term Life Insurance
Education
Miami University
BS, Mathematices
Choice Hotels International March 2014 - Present
Choice Hotels International December 2009 - March 2014
Scottsdale Insurance Company November 2006 - December 2009
Nationwide Insurance February 2000 - December 2009
Scottsdale Insurance Company August 2005 - November 2006
Scottsdale Insurance Company April 2002 - July 2005
Scottsdale Insurance Company March 2000 - April 2002
Western & Southern Financial Group December 1999 - February 2000
Western & Southern Financial Group February 1998 - December 1999
Western & Southern Financial Group January 1997 - January 1998
Skills
Business Analysis, Strategy, CRM, Process Improvement, Enterprise Architecture, Software Development, Data Center, VPN, ITIL, Vendor Management, Leading Organizational..., SDLC, Cross-functional Team..., Project Management, Leadership, Operations Management, Financial Reporting, Infrastructure, Management, Enterprise Software, Risk Management, IT Operations, Program Management, Contract Negotiation, Team Building, IT Management, Budgets, Servers, Change Management, Strategic Planning, Executive Management, Service Management, IT Strategy, Managerial Finance, Training, Information Technology, Portfolio Management
Education
Scottsdale Leadership 2008 — 2011
Influence 2001 — 2002
Xavier University 1988 — 1991
MBA, Finance
Miami University 1982 — 1986
BS, Marketing, Decision Science
Western & Southern Life May 2014 - Present
Western & Southern Financial Group January 2013 - Present
Wells Fargo January 2010 - December 2012
PNC March 2009 - December 2010
ALLSTATE 2007 - 2009
Skills
Credit, Fixed Annuities, Wealth Management, Mortgage Lending, Strategic Financial..., Portfolio Management, Securities, Underwriting, Asset Managment, Bonds, Equities, Fixed Income, Series 7, Financial Planning
Education
Montgomery College
Western & Southern Financial Group March 2015 - Present
Western & Southern Financial Group December 2010 - February 2015
Nationwide Insurance February 2010 - January 2011
Golf Galaxy July 2009 - August 2010
Savage and Associates November 2003 - August 2008
Education
Miami University 2005 — 2009
Bachelors, Finance
Petro Stopping Centers July 2012 - Present
Western & Southern Financial Group May 2011 - July 2012
Road Ranger, LLC November 2005 - April 2011
Pilot Travel Centers February 2004 - November 2005
Clark Retail Enterprises March 1997 - November 2003
Pilot Travel Centers March 1994 - February 1997
US Navy February 1983 - January 1994
Skills
Merchandising, Customer Service, P&L Management, Inventory Management, Insurance, Training, Budgets, Management, Human Resources, Sales, Retail, Recruiting, Payroll, Employee Training, Sales Management, Store Management
Education
Millikin University 1977 — 1982
B.S., Business Management
Onemain Financial November 2013 - Present
Old Reliable Insurance May 2011 - November 2013
AGLA September 2010 - April 2011
Western & Southern Financial Group December 2008 - September 2010
Skills
Insurance, Life Insurance, Customer Service, Account Management, Direct Sales, Team Building, Marketing, Sales Presentations, Direct Marketing, Training, Public Speaking, Financial Services, Sales, Leadership, Sales Management, Marketing Strategy, Management, Recruiting, Cold Calling
Education
Missouri Southern State University 1991 — 1996
BSBA, Economic and Finance
Missouri Southern State University 1991 — 1996
Shelter Insurance Companies November 2013 - Present
Western & Southern Financial Group July 2012 - October 2013
Surrett October 2010 - March 2012
Independent Refrigeration Broker 1995 - 2012
UsAirWays October 1980 - November 2008
Buckner Care Sales August 2005 - September 2008
Buckner Car Sales August 2005 - September 2008
Neuse River Timber and Land April 2005 - August 2006
Piedmond Airlines August 1987 - October 1989
Skills
Team Building, Microsoft Excel, Competitive Analysis, Public Speaking, Management, Contract Negotiation, Social Media, Product Marketing, Product Development, Customer Service, Online Marketing, Leadership, New Business Development, Strategic Planning, Marketing Communications, Microsoft Office, Account Management, Advertising, Training, Pricing, Program Management, Sales Operations, Customer Satisfaction, Team Leadership, Direct Sales, Inventory Management, Retail, Coaching, Operations Management, Selling, Budgets, Sales Management, Marketing, Sales
Education
Blue Ridge Techinal College 2006 — 2006
Building Code Regulations, Buliding Code and Law
Midlands Technical College 1986 — 1987
Business Management / Law
University of South Carolina-Columbia 1985 — 1986
Aeronautics
KeyBank June 2014 - Present
JPMorgan Chase December 2012 - April 2014
JP Morgan Chase February 2010 - December 2012
Western & Southern Financial Group September 2008 - December 2009
Skills
Management, Finance, Portfolio Management, Investments, Sales, Banking, Insurance, Networking, Financial Services, Mortgage Lending, Customer Service, B2B, Financial Analysis, Access, Small Business, Risk Management, Financial Reporting
Education
Ohio University 2005 — 2008
Business Administration, Finance
Malone University 2003 — 2005
The Cincinnati Insurance Companies November 2007 - Present
Western & Southern Financial Group May 2006 - November 2007
Western & Southern Financial Group December 2004 - May 2006
Skills
Property & Casualty..., Underwriting, Insurance, Commercial Insurance, General Insurance, Casualty, Liability, Employee Benefits, Health Insurance, Umbrella Insurance, Risk Management
Education
Miami University 1999 — 2003
BS, Human Resource Management
Applied Lubrication Technology Inc. May 2015 - Present
Mold Masters Company October 2014 - May 2015
Colling Church of the Nazarene January 2013 - June 2014
Mold Masters Company May 2012 - January 2013
Otter Lake Church of the Nazarene April 2012 - December 2012
Wright Way Insurance Agency, Inc. September 2010 - January 2011
Physician's Mutual Insurance Company March 2010 - June 2010
Western & Southern Financial Group June 2009 - February 2010
F.D Johnson Company December 2008 - May 2009
American Industrial Resources, Inc. October 2006 - December 2008
Skills
Broad Mechanical..., Supervisory &..., Microsoft Office, Microsoft Excel, Microsoft Word, Office Administration, Operating Budgets, Light welding &..., Leadership, Team Building, Fundraising, Customer Service, Public Speaking, Nonprofits, Management, Budgets, Small Business, Training, Sales, Event Planning, Strategic Planning, Leadership Development, Community Outreach, Coaching, Manufacturing, Teaching, Volunteer Management, Supervisory Skills, Troubleshooting, Team Leadership, Marketing, Process Improvement, New Business Development, Negotiation, Maintenance & Repair, Continuous Improvement, Sales Management, Contract Negotiation, Account Management, Automotive, Business Development
Education
MidAmerica Nazarene University 1988 — 1989
Bachelor of Arts, Biblical Studies, Christian Education
Nazarene Bible College 1982 — 1986
Associate of Arts, Biblical Studies
Lakeville High School 1972 — 1976
Diploma, General Studies
Western & Southern Financial Group September 2006 - Present
Great American Insurance August 1983 - September 2006
Skills
TSO, Mainframe, JCL, z/OS, JES2, SMP/E, MVS, Assembly Language, ISPF, CA-View, CA-Deliver, Serena Changeman, CA-ESP, XPAF, COBOL
Education
Miami University 1979 — 1981
Associate's degree, Computer and Information Sciences and Support Services
Great American Financial Resources June 2015 - Present
Great American Financial Resources January 2015 - June 2015
Great American Insurance November 2013 - January 2015
Great American Financial Resources April 2013 - November 2013
Western & Southern Financial Group January 2011 - March 2013
Staples November 2010 - January 2011
Staples May 2010 - November 2010
Save the Children January 2010 - May 2010
Skills
Microsoft Office, Social Media, Customer Service, PowerPoint, Event Planning, Microsoft Excel, Public Relations, Marketing, Microsoft Word, Social Networking, Facebook, Public Speaking, Fundraising, Social Media Marketing, Research, Marketing Communications, Event Management, Outlook
Education
Morehead State University 2006 — 2010
BA, Goverment
Western & Southern Financial Group Retail sales consultantCincinnati BellJanuary 2012 - Present
Skills
Customer Satisfaction, Microsoft Office, Solution Selling, Microsoft Excel, Negotiation, Financial Analysis, Sales Process, Auditing, Internal Controls, Team Building, Sales, Financial Reporting, B2B, Contract Negotiation, Cold Calling, Marketing, Accounting, New Business Development, Account Management, Customer Service, Direct Sales, Strategic Planning, Selling, Sales Management
Education
Mount St. Joseph University 2003 — 2008
B.S., Business Administration and Marketing
Elder High School 1997 — 2001
Western & Southern Financial Group February 2014 - Present
Fairfield County Clerk of Courts 2013 - January 2014
Western and Southern Financial Group May 2010 - June 2013
Miami University April 2007 - April 2010
Education
Miami University 2006 — 2010
Bachelor of Arts (BA), Speech Communication, Cum Laude
American College
FSCP
Western & Southern Financial Group November 2009 - Present
Monumental Life Insurance Company February 2007 - March 2008
Prestige Car Wash and Lube January 1998 - February 2007
Education
Marshall University 1994 — 1997
None, Secondary Education
Western & Southern Financial Group August 2008 - Present
Ohio Valley Trading & Exchange August 2001 - August 2008
Education
Marietta College 2003 — 2005
Environmental Studies
Staffmark March 2014 - November 2014
Western & Southern Financial Group February 2012 - November 2013
Lincoln College May 2011 - January 2012
ITT Technical Institute August 2010 - May 2011
Price Hill Will January 2010 - May 2010
Skills
Outstanding Customer..., Professional..., Sound Judgment, Customer Satisfaction, Account Management, Written Correspondence, Resume Writing, Hiring, Cold Calling, Customer Service, Training, Career Counseling, Recruiting, Problem Solving, Program Management, Editing, Temporary Placement, Sales&Marketing, Interviews, Employee Relations, College Recruiting, Applicant Tracking..., Temporary Staffing, Coaching, Onboarding, Leadership Development, Leadership, Team Building, Employee Training, Talent Management, Building Relationships, Employee Benefits, Human Resources, Management, Conflict Resolution, New Hire Orientations, Talent Acquisition, Benefits Administration, Internet Recruiting, Staffing Services, Staff Development, Performance Management, Sales, Marketing, Public Speaking, Time Management
Education
Mount St. Joseph University
B.A., Communication Studies
Western & Southern Financial Group November 2010 - Present
WantPrinting.com August 2009 - Present
Want Ads of Ft Walton Beach September 2005 - October 2010
Education
Mercer University
Fidelity Investments April 2015 - Present
Western & Southern Financial Group September 2012 - April 2015
Miami Business Enterprises August 2011 - November 2011
Tween Brands June 2011 - August 2011
Sweney Cartwright & Co. -Investment Securities July 2010 - August 2010
Education
Miami University 2009 — 2012
Interdisciplinary Business Management, Finance/Entrepreneurship
Monash University 2011 — 2011
Journalism
Sun Chemical October 2010 - Present
Sun Chemical July 2007 - September 2010
Huntington National Bank March 2006 - July 2007
Western & Southern Financial Group June 2003 - March 2006
Western & Southern Financial Group February 2000 - May 2003
Skills
Customer Service, SAP, Microsoft Excel, Account Management, Financial Analysis, Process Improvement, Management, Strategic Planning, Six Sigma, Team Building, Project Planning, Project Management, Team Leadership, Business Process..., CRM, Access, Cross-functional Team..., Analysis, Sales, Software Documentation, Accounting, Pricing, Forecasting, Supply Chain, Business Analysis, Data Analysis, Salesforce.com, Program Management, Banking, Training, Customer Satisfaction, Human Resources, Microsoft Office, Vendor Management, Leadership, Performance Management
Education
College of Mount St. Joseph 2001 — 2013
Bachelor's degree, Business Administration
Mother of Mercy 1991 — 1995
Insurance Broker December 2012 - Present
Wellcare of Ohio July 2011 - December 2012
Western & Southern Financial Group February 2005 - December 2005
Skills
Insurance, Life Insurance, Fixed Annuities, Disability Insurance
Education
Miami University 2000 — 2004
B.A., Political Science
Western Southern Life January 2014 - Present
Western & Southern Financial Group October 2006 - December 2013
Western & Southern Financial Group October 2002 - September 2006
Western & Southern Financial Group October 1998 - September 2002
Western & Southern Financial Group August 1998 - September 1998
Education
Mount Vernon Nazarene University
BS, Business Administration
CG Commercial Finance February 2013 - Present
Western & Southern Financial Group February 2011 - November 2012
KBW Consulting August 2010 - November 2010
JJB Consulting May 2010 - August 2010
Education
Miami University 2006 — 2010
B.A., Comparative Religion
Saint Ignatius High School 2002 — 2006
U.S. Bank June 2015 - Present
U.S. Bank May 2014 - June 2015
U.S. Bank February 2013 - May 2014
U.S. Bank May 2012 - February 2013
US Bank March 2010 - May 2012
Western & Southern Financial Group October 2007 - February 2010
Skills
Credit, Banking, Small Business Lending, Consumer Lending, Credit Analysis, Mortgage Lending, Financial Analysis, Investments, Insurance, Retirement Planning
Education
Marquette University 2003 — 2007
Stephen T. Badin High School 1999 — 2003
Circle T Logistics September 2013 - Present
Thomas Wood Designs May 2010 - Present
Western & Southern Financial Group August 2010 - August 2013
Fresh Encounter, Inc. October 2009 - August 2010
Sypris Technologies July 2003 - October 2009
Skills
Customer Satisfaction, Customer Service, Management, Sales, Leadership, Cold Calling, Purchasing, Process Improvement, Inventory Control
Education
Marion Technical College
Real Estate
JPMorgan Chase & Co. 2014 - Present
Citizens Bank 2012 - 2013
Western & Southern Financial Group 2010 - 2011
Education
Marshall University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Siemens NX June 2015 - August 2015
Western & Southern Financial Group May 2012 - May 2015
Liturgical Publications Inc November 2002 - July 2008
Primerica January 1989 - January 1991
Skills
Customer Service, Insurance, Team Building, Sales, Marketing, Sales Management, Leadership, Strategic Planning, Project Planning, Program Management
Education
St Clair County Community College 2008 — 2011
Associate of Arts and Sciences (AAS), Facility and Energy Management
Macomb Community College 1984 — 1986
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Western & Southern Financial Group July 2009 - Present
Fidelity Investments January 1995 - February 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Training
Education
Miami University 1982 — 1984
Associate’s Degree, Computer Programming