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Portfolio Managers in Toledo, OH

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67 results found

Steven Plummer Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerGuideTour GuideFinancial ManagerAnalystConstructionJourneymanManagersAnalystsSkilled ProfessionalManagerOperations ManagerElectricianStudent Worker

Experience & Education

Position:
Portfolio Manager at The Trust Company of Toledo
Location:
Toledo, Ohio Area
Industry:
Investment Management
Work history:
The Trust Company of Toledo Portfolio Managersince Jun 2011MBT Wealth Management Group AVP Portfolio ManagerJan 2009 - Jun 2011
Skills:
Portfolio Management, Financial Modeling, Investments, Finance, Credit, Due Diligence

Craig Teamer Toledo, OH

Professions & Specialties

Loan OfficerPortfolio ManagerLoan OfficersInvestment AnalystPuchasing and Estimating ManagerAssistant Vice PresidentVice PresidentChief ExecutiveFinancial ManagerRepresentativeLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAnalystsMedical Support AssistantHealth Support WorkerHealthcare SupportAccounting BookkeeperBookkeeperAutomotive Professional

Experience & Education

Position:
Assistant Vice President - Sr. Special Assets Representative - Commercial Real Estate at Huntington ...
Title:
Assistant Vice President - Sr. Special Assets Representative - at Huntington National Bank
Location:
Toledo, Ohio Area
Industry:
Banking
Work history:
Huntington National Bank - Toledo, Ohio AreaAssistant Vice President - Sr. Special Assets Representative - Commercial Real Estatesince Oct 2011Huntington National Bank - Toledo, Ohio AreaAssistant Vice President - Sr. Commercial Portfolio ManagerJan 2010 - Oct 2011
Skills:
Financial Analysis, Forecasting, Credit, Financial Modeling, Banking, Credit Analysis, Strategic...

Todd Lystad Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial ManagerLoan Accountant

Experience & Education

Position:
Special Assets Rep at Huntington National Bank
Title:
Special Assets Rep at Huntington Bank
Location:
Toledo, Ohio Area
Industry:
Banking
Work history:
Huntington National Bank - Toledo, Ohio AreaSpecial Assets Repsince Mar 2009Huntington National Bank Commercial Portfolio ManagerOct 2007 - Mar 2009
Skills:
Credit Analysis, Commercial Lending, Small Business Lending, Financial Analysis, Portfolio Management

Alan Reichard Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerManagerOperations ManagerFinancial ManagerFinancial OfficerSales AgentSupplierRegional Sales ConsultantSales RepresentativeServices ProfessionalSales and Service SpecialistAutomotive SpecialistAutomotive ProfessionalBachelor of ScienceAccounting BookkeeperBookkeeper

Experience & Education

Position:
Regional Manager of Business Development, Corportate Card Services at American Express
Location:
Toledo, Ohio Area
Industry:
Banking
Work history:
American Express - Toledo, Ohio AreaRegional Manager of Business Development, Corportate Card Servicessince Nov 2012Gateway Financial Solutions - Kalamazoo, Michigan AreaPortfolio ManagerFeb 2012 - Nov 2012
Skills:
Sales Management, Marketing Management, Engineering Management, Leadership, Financial Services,...

Sharon Henry Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerLoan OfficerLoan OfficersFinancial ManagerSales ManagerOperations ManagerControlling SpecialistControllerDocument ReviewerLawyersSales Account AssociateSales ExecutiveBachelor of ScienceBusiness AdministratorPharmaceuticals ProfessionalDruggistPharmacist

Experience & Education

Work

Company:
Fifth third bank
Commercial loan closing specialist ii - commercial operation
Company:
Sky bank nka huntington bank - Toledo, OH
Portfolio manager - commercial lending

Jeff Stegeman Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerAssistant Vice PresidentVice PresidentChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent WorkerSurvey Researcher

Experience & Education

Position:
Assistant Vice President - Portfolio Manager at Key Private Bank
Location:
Toledo, Ohio Area
Industry:
Investment Management
Work history:
Key Private Bank - Toledo, Ohio AreaAssistant Vice President - Portfolio Managersince Aug 2011MBT Wealth Management Group Assistant Vice President - Portfolio ManagerApr 2009 - Aug 2011
Skills:
Investment Management, Portfolio Management, Risk Management, Due Diligence, Asset Allocation,...

Nanzhu Chen Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerTellerFinancial ManagerManagerOperations ManagerDisk-JockeyMaster of Business AdministrationTeam MemberEntertainer

Experience & Education

Work

Company:
The university of toledo
Company:
The university of toledo - Toledo, OH
Student portfolio manager

John Kolbeck Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial Manager

Experience & Education

Position:
Portfolio manager at Key Bank
Location:
Toledo, Ohio Area
Industry:
Banking
Work history:
Key Bank Portfolio manager

Jennifer Coy Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial Manager

Experience & Education

Position:
Regional Portfolio Manager at KeyBank
Location:
Toledo, Ohio Area
Industry:
Investment Management
Work history:
KeyBank Regional Portfolio Manager

Andrew Aubrey Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerClinical Laboratory TechnicianMedical Laboratory ProfessionalMedical Laboratory TechnologistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerStudent WorkerOperations ManagerBusiness AdministratorSports Game Coach

Experience & Education

Position:
Bloomberg Lab Technician at University of Toledo, Portfolio Manager at Student Managed Portfolio
Title:
Student at University of Toledo
Location:
Toledo, Ohio
Industry:
Financial Services
Work history:
University of Toledo Bloomberg Lab Techniciansince Dec 2011Student Managed Portfolio - University of ToledoPortfolio Managersince Aug 2011

Dan Dower Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerCredit AnalystLoan AccountantFinancial Manager

Experience & Education

Position:
Staff Officer, Commercial Banking Portfolio Manager at Huntington National Bank
Title:
Commercial Portfolio Manager at Huntington National Bank
Location:
Toledo, Ohio Area
Industry:
Banking
Work history:
Huntington National Bank - Toledo, Ohio AreaStaff Officer, Commercial Banking Portfolio Managersince Jun 2011Huntington National Bank - Toledo, Ohio AreaSenior Commercial Credit AnalystMar 2010 - Jun 2011
Skills:
Commercial Lending, Banking

Patti Keys Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial Manager

Experience & Education

Title:
Portfolio Manager at O-I
Location:
Toledo, Ohio Area
Industry:
Glass, Ceramics & Concrete

Joanna Keys Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial Manager

Experience & Education

Title:
Portfolio Manager at O-I
Location:
Toledo, Ohio Area
Industry:
Glass, Ceramics & Concrete

Jo Keys Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial Manager

Experience & Education

Title:
Portfolio Manager at O-I
Location:
Toledo, Ohio Area
Industry:
Glass, Ceramics & Concrete

Kevin Kornowa Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerVice PresidentChief ExecutiveFinancial ManagerCertified Public AccountantStaff AuditorAccounting BookkeeperBookkeeperField AuditorAuditor

Experience & Education

Position:
Vice President - Commercial Portfolio Manager III at Huntington National Bank
Title:
Vice President - Commercial Portfolio Manager III at Huntington National Bank CPA (INACTIVE)
Location:
Toledo, Ohio Area
Industry:
Banking
Work history:
Huntington National Bank - Toledo, Ohio AreaVice President - Commercial Portfolio Manager IIIsince Aug 2005Ernst & Young Staff AuditorSep 2003 - Jul 2005

Mathew Yenrick Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial AnalystFinancial ManagerAccounting BookkeeperBookkeeperChairpersonChief ExecutiveAnalystAnalystsMaster of Business AdministrationBachelor of Business Administration

Experience & Education

Position:
Advanced Financial Analyst at Owens Corning
Title:
Advanced Financial Analyst
Location:
Toledo, Ohio Area
Industry:
Management Consulting
Work history:
Owens Corning Advanced Financial Analystsince Jul 2008GMAC Financial Services Portfolio ManagerMar 2008 - Jul 2008

Mark Jermeay Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerArea Sales ManagerRegional Sales ConsultantSales RepresentativeFinancial ManagerOperations ManagerDesignersMaster of Business AdministrationBachelor of ScienceSupporting MemberTeam MemberEngineering Specialist

Experience & Education

Position:
Portfolio Manager, ARO Fluid Products at Ingersoll Rand
Location:
Toledo, Ohio Area
Industry:
Machinery
Work history:
Ingersoll Rand - Bryan, OHPortfolio Manager, ARO Fluid Productssince May 2012VerderGPM Inc. - Ney, OHNortheast Regional Sales ManagerJan 2010 - May 2012

Duane Ehlers Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerManagerOperations ManagerFinancial ManagerSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeHospital Care ProfessionalHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Corporate Manager, Performance Manager - Vendor Management at Catholic Health Partners, Corporate...
Title:
Corporate Manager, Performance Manager - Vendor Management at Catholic Health Partners
Location:
Toledo, Ohio Area
Industry:
Hospital & Health Care
Work history:
Catholic Health Partners - Toledo, Ohio AreaCorporate Manager, Performance Manager - Vendor Managementsince Oct 2012Catholic Health Partners Corporate Managersince Jan 2011

David Patton Toledo, OH

Professions & Specialties

Portfolio ManagerFinancial ConsultantInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperArea Sales ManagerRegional Sales ConsultantSales Representative

Experience & Education

Position:
First Vice President, Portfolio Manager and Financial Advisor at Merrill Lynch Wealth Management
Location:
Toledo, Ohio Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management First Vice President, Portfolio Manager and Financial Advisorsince Nov 1999Leiner Health Products Regional Sales ManagerApr 1997 - Aug 1999
Skills:
Wealth Management, Series 7, Retirement Planning, Finance, Portfolio Management, Investment...

Rita Russell Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerVice PresidentTeam LeaderChief ExecutiveFinancial ManagerOperations ManagerApprenticeStudent Worker

Experience & Education

Position:
Senior Portfolio Manager / Commercial Team Leader at Huntington National Bank
Title:
Vice President, Huntington National Bank
Location:
Toledo, Ohio Area
Industry:
Banking
Work history:
Huntington National Bank - Toledo, OHSenior Portfolio Manager / Commercial Team Leadersince 1996INROADS Intern1996 - 2000

Bruce Cole Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerProject ManagerFinancial ManagerProject ManagersOperations ManagerBachelor of ScienceComputational ScientistSoftware DevelopersComputer ScientistsHead EngineerEngineering Manager

Experience & Education

Position:
Portfolio Manager at Vitakraft Sunseed
Title:
Portfolio Manager
Location:
Toledo, Ohio Area
Industry:
Food Production
Work history:
Vitakraft Sunseed Portfolio Managersince Dec 2012Dana Corporation Project Manager2006 - 2012

Chris Sim Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
SVP/Senior Portfolio Manager at Key Private Bank - Investment Management & Trust, Portfolio...
Title:
SVP/Senior Portfolio Manager, CIMA(R)
Location:
Toledo, Ohio Area
Industry:
Financial Services
Work history:
Key Private Bank - Investment Management & Trust SVP/Senior Portfolio Managersince 1994Key Private Bank Portfolio Managersince 1994
Skills:
Portfolio Management, Asset Allocation, Investment Strategies, Alternative Investments, Equities,...

Kimberly Resendez Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerHospital Care ProfessionalHealth ProfessionalHealth PractitionerManagerFinancial ManagerOperations ManagerSupplierServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Position:
Portfolio Manager, Program Management Office at Catholic Health Partners
Location:
Toledo, Ohio Area
Industry:
Hospital & Health Care
Work history:
Catholic Health Partners Portfolio Manager, Program Management Officesince Oct 2012Catholic Health Partners Performance Manager, Vendor ManagementJan 2011 - Oct 2012

Rob Burkholder Toledo, OH

Professions & Specialties

Loan OfficerPortfolio ManagerLoan OfficersInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveFinancial ManagerLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
2nd Vice President - Commercial Loan Officer at Monroe Bank & Trust
Location:
Toledo, Ohio Area
Industry:
Banking
Work history:
Monroe Bank & Trust - Monroe, Michigan2nd Vice President - Commercial Loan Officersince 2012The Huntington National Bank Commercial Real Estate Portfolio Manager Senior - AVP2006 - Dec 2012

Randy Crawford Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerAssistant Vice PresidentVice PresidentChief ExecutiveFinancial ManagerUnderwriterFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Business Banking Underwriter at Fifth Third Bank
Title:
Assistant Vice President at Fifth Third Bank
Location:
Toledo, Ohio Area
Industry:
Financial Services
Work history:
Fifth Third Bank - Fifth Third BankBusiness Banking Underwritersince Mar 2012Fifth Third Bank - Toledo, Ohio AreaCommercial Portfolio ManagerOct 2007 - Mar 2012

Paul Wannemacher Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerPartnerVice PresidentChief ExecutiveFinancial ManagerAdvisorAccounting BookkeeperBookkeeper

Experience & Education

Work

Company:
Riverbank wealth advisors
Senior partner and wealth advisor
Company:
Monroe bank & trust - Monroe, MI
Vice president & portfolio manager, wealth management group

Skills

CPA, CFP

Roy Hutcheison Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerAppraiserEstimatorFinancial AnalystFinancial ManagerProperty ManagerReal Estate Manager

Experience & Education

Position:
Portfolio Manager at Signature Bank, N.A.
Title:
Portfolio Manager at Signature Bank
Location:
Toledo, Ohio Area
Industry:
Banking
Work history:
Signature Bank, N.A. Portfolio Managersince Apr 2007Continental Valuations Commercial / Right-of-Way AppraiserJun 2005 - Apr 2007

Sue Wright Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerOperations ManagerDirector of OperationsFinancial Manager

Experience & Education

Position:
Portfolio Manager at Huntington Bank
Location:
Toledo, Ohio Area
Industry:
Banking
Work history:
Huntington Bank Portfolio ManagerKey Bank Operations Manager1988 - 1996

Adam Szuch Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerSales ExecutiveSales ManagerFinancial Manager

Experience & Education

Position:
Sales Executive at Knight Crockett Miller
Title:
Commercial Property & Casualty Insurance Specialitst
Location:
Toledo, Ohio Area
Industry:
Insurance
Work history:
Knight Crockett Miller - Toledo, Ohio AreaSales Executivesince Jun 2011SJS Investment Consulting - Sylvania, OHPortfolio ManagerSep 2004 - Mar 2010

Monique Hoecherl Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerClient Service OfficerCustomer ServiceFinancial Manager

Experience & Education

Title:
Customer Service Representative
Location:
Toledo, Ohio Area
Industry:
Wine and Spirits
Work history:
Owens Illinois Portfolio ManagerOct 2010 - Jul 2011

Christine Sim Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:
Senior Portfolio Manager, SVP Key Private Bank
Location:
Toledo, Ohio Area
Industry:
Financial Services

Jacob Grieser Toledo, OH

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerManagement AnalystProject ManagerAnalystsLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAccount ManagerFinancial AnalystProject ManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerHuman Resources SpecialistRecruitmentMaster of Science

Experience & Education

Position:
Asset Management Analyst at Health Care REIT
Location:
Toledo, Ohio Area
Industry:
Management Consulting
Work history:
Health Care REIT Asset Management Analystsince May 2012Buck Consultants - Maumee OHAccount Manager / Project Manager/ Financial AnalystAug 2007 - May 2012
Portfolio Manager/ Financial Analyst at Grieser Ca..

Christopher Kolar Toledo, OH

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonFinancial DirectorVice PresidentChief ExecutiveFinancial OfficerFinancial ManagerCounselorAdvisor

Experience & Education

Position:
Vice President/Financial Consultant/Product Sales at RCM/Rely P.O.S. Software, President/Executive...
Title:
President/Executive/CFO at Family Resorts & Marina
Location:
Toledo, Ohio Area
Industry:
Banking
Work history:
RCM/Rely P.O.S. Software Vice President/Financial Consultant/Product Salessince 2000Family Resorts & Marina President/Executivesince 1993
Skills:
Credit Risk, Consumer Lending, Commercial Lending, Mortgage Lending, Branch Banking, Small Business ...
Senior Commercial Portfolio Manager at Metropolitan/Sky Bank

Beth Ann Miller Toledo, OH

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerCredit AnalystLoan AccountantLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentFinancial ManagerChief ExecutiveOperations ManagerAnalystBusiness AdministratorAnalystsBachelor of Science

Experience & Education

Position:
Senior Credit Analyst at National Bank of Ohio
Title:
Senior Credit Analysis at National Bank of Ohio
Location:
Toledo, Ohio Area
Industry:
Banking
Work history:
National Bank of Ohio - Perrysburg Loan Production OfficeSenior Credit Analystsince May 2012Huntington National Bank AVP/Senior Credit AnalystJun 2011 - May 2012
Skills:
Commercial Credit, Small Business Lending, Portfolio Management, Excel, Public Speaking, Finance,...
Certifications:
Certified SBA Lender, National Association of Government Guaranteed Lenders
Commercial Portfolio Manager at Huntington National Bank

Anthony Burek Toledo, OH

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerDirectorOperations ManagerAssociate ProfessorLecturerPostsecondary TeacherChief ExecutiveFinancial ManagerFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of Business AdministrationBachelor of Business AdministrationAnalysts

Experience & Education

Position:
Director of Investment Strategies at Riverbank Wealth Management, Adjunct Professor of Finance at...
Title:
Director of Investment Strategies at Riverbank Wealth Management
Location:
Toledo, Ohio Area
Industry:
Investment Management
Work history:
Riverbank Wealth Management Director of Investment Strategiessince Apr 2013University of Toledo - Toledo, Ohio AreaAdjunct Professor of Financesince Aug 2011
Skills:
Investment Advisory, Portfolio Management, Risk Management, Financial Analysis, Interest Rate Risk...
Senior Portfolio Manager at Huntington Wealth Advisors

Steve Superits Toledo, OH

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerChairpersonChief Investment OfficerManagerFinancial DirectorCo-ManagerTeam LeaderChief ExecutiveManagement AnalystsOperations ManagerFinancial OfficerFinancial ManagerConstructionChief Information OfficerManagement Team ExecutiveTechnology DirectorTechnology ManagerTechnical ManagersRepresentativeSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeAutomotive SpecialistAutomotive ProfessionalAccounting BookkeeperBookkeeper

Experience & Education

Position:
President at SNS Investment Management LLC
Location:
Toledo, Ohio Area
Industry:
Investment Management
Work history:
SNS Investment Management LLC Presidentsince Aug 2009Dana Holding Corporation Vice President-Investment Management and Chief Investment OfficerDec 2006 - Aug 2009
Skills:
accounting, acquisitions, automotive, benefits administration, cash management, corporate finance,...
..investment officer and value equity portfolio manager

Scott Chambers Perrysburg, OH

Professions & Specialties

Marketing ManagerDirectorOperations ManagerMarketing AdministratorEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail Salesperson

Experience & Education

Position:
Global Marketing Manager at Glassline Corporation
Location:
Perrysburg, Ohio
Industry:
Glass, Ceramics & Concrete
Work history:
Glassline Corporation - Perrysburg, OHGlobal Marketing Managersince Aug 2012NSG Pilkington - Northwood, OHGlobal Glazing Systems DirectorFeb 2011 - Jun 2012
Glazing Systems Portfolio Manager at NSG Pilkington

Frank Echelmeyer Toledo, OH

Professions & Specialties

School PrincipalSchool AdministratorEducational ManagerFinancial Planning AnalystBank ExaminerFinance and Accounting SpecialistAccounting AnalystFinancial AnalystFinancial Compliance ExaminerAuditorAccounting BookkeeperBookkeeperCompliance OfficerDirector of Quality ControlCompliance Manager

Experience & Education

Position:
General Securities Principal (Series 24) at Securities America, Inc. Member FINRA/SIPC, Financial...
Title:
General Securities Principal at Securities America, Inc.
Location:
Toledo, Ohio Area
Industry:
Financial Services
Work history:
Securities America, Inc. Member FINRA/SIPC - Toledo, Ohio AreaGeneral Securities Principal (Series 24)since Jul 2010United Advisors / PlannerPartner Financial Planning Analyst / Compliance Officersince Jun 2009
Languages:
German, French
Portfolio Manager at Fifth Third Bank

Ann Tristan Toledo, OH

Professions & Specialties

Credit InvestigatorPortfolio ManagerLoan ReviewerLoan OfficersInvestment AnalystPuchasing and Estimating ManagerPartnerOwnerChief ExecutiveArts and Crafts SpecialistCraft ArtistFinancial ManagerMarketing ManagerFinance and Accounting SpecialistCredit AnalystAccounts PayableAccounts Payable SpecialistAccounting BookkeeperBookkeeperLoan AccountantBranch ManagerAdvertising ProfessionalField Marketing SpecialistMarketing AdministratorAdvertising Sales AgentSupplierServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Position:
Owner at Bonita Bead Boutique, Partner at Bonita Bead Boutique
Title:
Partner at Bonita Bead Boutique
Location:
Toledo, Ohio Area
Industry:
Arts and Crafts
Work history:
Bonita Bead Boutique OwnerBonita Bead Boutique - 215 Conant St. Maumee, OHPartnersince Apr 2005
Skills:
Customer-focused Sales, Customer Service, Jewelry Design, Handmade Jewelry, Bookkeeping, Accounts...

Steven Bires Toledo, OH

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerContract RecruiterHuman Resources SpecialistRecruitmentHospital Care ProfessionalHealth ProfessionalHealth PractitionerGeneral CounselOf CounselJuristLegal CounselVice PresidentFinancial ManagerChief ExecutiveSupporting MemberTeam MemberMaster of Business AdministrationBachelor of ScienceAssociate in Applied ScienceJuris DoctorProperty ManagerReal Estate ManagerGovernment Service ExecutiveGovernment Administration OfficerCivil ServantAccounting BookkeeperBookkeeper

Experience & Education

Position:
Research Contract Specialist at ProMedica
Location:
Toledo, Ohio Area
Industry:
Hospital & Health Care
Work history:
ProMedica - Toledo, Ohio AreaResearch Contract Specialistsince Mar 2012Benefit Alternative, Inc. - Perrysburg, OhioGeneral CounselJan 2010 - Mar 2012
Commercial Real Estate Portfolio Manager at Devonshire Fund Group

Mary Brydges Toledo, OH

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerManagerProgram DirectorOperations ManagerSharePoint AdministratorNetwork Systems AdministratorComputer Network ProfessionalNetwork AdministratorProject ManagersFinancial ManagerSenior ManagerComputational ScientistComputer ScientistsProject EngineerEngineering SpecialistAnalystCounselorAnalystsManagersAdvisorBachelor of ScienceAutomotive SpecialistAutomotive ProfessionalMarket AnalystMarket Research Analyst

Experience & Education

Position:
Manager, Business Applications - SharePoint & CRM at First Solar
Title:
Manager, Business Applications at First Solar
Location:
Toledo, Ohio Area
Industry:
Renewables & Environment
Work history:
First Solar - Perrysburg, OHManager, Business Applications - SharePoint & CRMsince Mar 2012First Solar Manager, Engineering Application SolutionsApr 2011 - Mar 2012
Certifications:
Project Management Professional
Professional Scrum Master I
IT Business Analyst & Demand Portfolio Manager at Owens Corning

Mike Kalinoski Toledo, OH

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentClinical Laboratory TechnicianMedical Laboratory ProfessionalMedical Laboratory TechnologistDirectorOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent AdvisorCounselor Education ProfessorEducational CounselorSales PersonSales Representative

Experience & Education

Position:
Senior Lab Tech Director at University of Toledo
Title:
Student at University of Toledo
Location:
Toledo, Ohio Area
Industry:
Financial Services
Work history:
University of Toledo Senior Lab Tech Directorsince Jan 2011JK Investment Group Senior Student Advisor for Student Managed PortfolioAug 2011 - Dec 2011
Skills:
Valuation, Equities, Portfolio Management
Student Portfolio Manager at University of Toledo Foundati..

Mike Kalinoski Toledo, OH

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentClinical Laboratory TechnicianMedical Laboratory ProfessionalMedical Laboratory TechnologistDirectorOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent AdvisorCounselor Education ProfessorEducational CounselorSales PersonSales Representative

Experience & Education

Position:
Senior Lab Tech Director at University of Toledo
Title:
Student at University of Toledo
Location:
Toledo, Ohio Area
Industry:
Financial Services
Work history:
University of Toledo Senior Lab Tech Directorsince Jan 2011JK Investment Group Senior Student Advisor for Student Managed PortfolioAug 2011 - Dec 2011
Student Portfolio Manager at University of Toledo Foundati..

Brian Tobey Toledo, OH

Professions & Specialties

Senior Project ManagerChief Information OfficerSenior ManagerOperations ManagerProject ManagersTechnology DirectorTechnology ManagerTechnical ManagersSenior AssociateConstructionProject ManagerRepresentativeSupporting MemberTeam MemberTechnical Support SpecialistSystems Support SpecialistSupport Specialists

Experience & Education

Position:
Senior Project Manager, Senior Associate - Design and Construction at SSOE Group
Title:
Senior Project Manager at SSOE System, Inc.
Location:
Toledo, Ohio Area
Industry:
Architecture & Planning
Work history:
SSOE Group Senior Project Manager, Senior Associate - Design and Constructionsince Aug 2008Toyota Motor Engineering and Manufacturing North America Project ManagerSep 1990 - Jun 2008
Portfolio Manager,

David Mcgranahan Toledo, OH

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerLoan OfficersFinancial DirectorVice PresidentFinancial OfficerFinancial ManagerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerAutomotive SpecialistAutomotive ProfessionalCertified Medical AssistantMedical AssistantHealthcare SupportProperty ManagerReal Estate Manager

Experience & Education

Position:
CFO at Ice Industries
Location:
Toledo, Ohio Area
Industry:
Financial Services
Work history:
Ice Industries - Sylvania, OHCFOsince Aug 2012Fifth Third Bank Vice President - Special AssetsDec 2008 - Aug 2012
Skills:
Commercial Lending, Debt Restructuring, M&A analysis, Underwriting, Cash Flow Forecasting,...
Portfolio Manager at Fifth Third Bank

Joey Plasencio Toledo, OH

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerStaff AuditorField AuditorAuditorAnalystAnalystsClient Service OfficerStudent WorkerFinancial ManagerCustomer Service

Experience & Education

Title:
FLDP - Staff auditor at O-I
Location:
Toledo, Ohio Area
Industry:
Accounting
Student Portfolio Manager at The University of Toledo

Jim Prew Toledo, OH

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerManagerOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerControllerStaff AuditorField AuditorAuditorCounselorSupporting MemberTeam MemberAdvisorAgentSales RepresentativeMaster of Business AdministrationBachelor of ScienceIT Analyst

Experience & Education

Title:
Financial Services Professional
Location:
Toledo, Ohio Area
Industry:
Financial Services
Work history:
HSBC Manager – Credit Risk Pricing and Analytics - Consumer Lending2006 - 2009HSBC Manager – Securitization Reporting and Analysis – Treasury Department2005 - 2006
Bond Portfolio Manager

Mike Campbell Toledo, OH

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerDirector of PlanningChairpersonSupervising PlannerOperations ManagerChief ExecutiveFood and Beverage DirectorFood Service DirectorFinancial ManagerAnalystAnalystsMaster of Business AdministrationResearch SpecialistResearch ScientistFood Service ManagerFood Service SupervisorFood Service Workers

Experience & Education

Position:
Director of Planning & Analysis at Hollywood Casino Toledo
Location:
Toledo, Ohio Area
Industry:
Gambling & Casinos
Work history:
Hollywood Casino Toledo Director of Planning & Analysissince Nov 2011Siouxland Habitat for Humanity PresidentJan 2009 - Oct 2011
Skills:
Financial Reporting, Access, Analysis, Investments, Promotions, Operations Management

Aaron Weimer Toledo, OH

Professions & Specialties

Credit ManagerPortfolio ManagerLoan OfficersInvestment AnalystPuchasing and Estimating ManagerRelationship ManagerAccount Service ManagerClient Service OfficerBoard MemberManagement Team ExecutiveOperations ManagerCustomer ServiceFinancial ManagerCredit AnalystFinancial AnalystFinance and Accounting SpecialistLoan AccountantAccounting BookkeeperBookkeeperFarmerFarmworkerAnalysts

Experience & Education

Position:
Small Business Relationship Manager at KeyBank, Board Member at West Toledo YMCA
Title:
Small Business Relationship Manager at KeyBank
Location:
Toledo, Ohio Area
Industry:
Banking
Work history:
KeyBank - Toledo, Ohio AreaSmall Business Relationship Managersince Jun 2013West Toledo YMCA Board Membersince Apr 2010

Davey Munn Toledo, OH

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:
Certified Financial Planner
Location:
Toledo, Ohio Area
Industry:
Financial Services
Client Portfolio Manager at The Joseph Group Capital Mana..



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