CAREER HISTORY cont.

• Old National Bancorp
  • Vice President and Director of Due Diligence

    Old National Wealth Management. Supervised team responsible for selecting and monitoring outside investment managers for approximately $1 billion in assets. Selected to be one of five members of the Investment Strategy Team that guided discretionary assets for the $3.7 billion division. Served as a member of the five-person Equity Team that set the detailed strategy for over $500 million in assets. Provided portfolio management services for a select group of individual and institutional clients.
     

  • Signal Capital Management/Old National Trust, Vide President and Investment Officer

    Managed accounts for individual and institutional clients, exceeding $140 million in market value. Served as lead manager of the Signal Tax Exempt Fund and co-manager of the Signal Income Fund. Key participant and voting member of sixteen-member Investment Strategy Committee.
     

• AccuTech Systems Corp, Systems Analyst

EDUCATION AND PROFESSIONAL DESIGNATIONS

• Awarded Chartered Financial Analyst designation
• Bachelor of Science, Finance Major/Economics Minor, Ball State University

PROFESSIONAL ACTIVITIES

• President 2007-2008, Officer 2005-2007, and Board Member 2003-2005 CFA Society of Indianapolis
• Member, CFA Institute

COMMUNITY ACTIVITIES

• Treasurer, Program VP, and Project Coordinator from 1998-2001, Muncie Jaycees. Assisted in local awards ceremony for outstanding young leaders, Junior Miss, as well as coordinated fundraising activities. Awarded Outstanding New Member in 1998 and Outstanding Local Officer in 1999.
• Board Member & Endowment Chair, Fine Arts Society, 2008 to present