Finance Advisory Board
Accounting Advisory Board
Experience: Sally has worked on numerous and diverse projects across Internal Audit, Enterprise Risk Management,Financial Crimes, and Analytics service lines for Fortune 500 companies and major global financial institutions. She specializes in Anti-Money Laundering (AML), transaction monitoring, Know Your Customer (KYC), gap analysis, and banking procedures. Sally is also recognized as a Subject Matter Expert (SME) in Suspicious Transaction Reporting and regulatory compliance. With a strong ability to translate Laws, Rules and Regulations across various industries, into effective Policies and Procedures, Sally quickly grasps complex processes to deliver clear test results and audit reports.
Education:
- French Education, Alexandria, Egypt
- 2008: Master and BA in French Language and Literature, Alexandria University, Egypt
- 2008-2010: Master of Business administration (MBA), The University of Toledo, Ohio
- 2014-2016: Master of Accountancy (MAcc), Audit track, Bowling Green State University, Ohio
Experience: Nate has been with William Vaughan Company for over 14 years. He has extensive experience in tax compliance and consulting; and works primarily in taxation, cost segregation, agribusiness, and international taxation. Previously, he was a treasurer at the Nature's Nursery Center for Wildlife Rehabilitation and Conservation Education.
https://www.linkedin.com/in/natebernath/
Education:
- The Defiance College, Bachelor of Science, Accounting ‘05
- BGSU, Masters of Accountancy, ‘06
Experience: Holly has 10 years of experience providing audit services to public companies. She has experience serving multinational and domestic companies, primarily in the energy sector. In her current role as a Lead Product Manager in PwC's national office, she provides assistance to PwC clients on SEC related matters; as well as advice on accounting, auditing, financial reporting and SEC compliance issues.
https://www.linkedin.com/in/holly-bowman-131192b9/
Education
- Texas Tech University, Bachelor of Business Administration, Accounting
- Texas Tech University, Master of Science (M.S), Accounting ‘07
Matt is a Senior IT Infrastructure Auditor at Marathon Petroleum Corporation and has been at the company for 6 years. During that time he has helped redesign the IT SOX audit process, the refining operational technology audit process and the department’s overall audit process. Prior to being at Marathon, Matt spent 3 years in public accounting, namely at Pricewaterhouse Coopers.
https://www.linkedin.com/in/matthew-eckelberry-cisa-a738033a/
Education:
- BGSU, B.S in Business Administration, Accounting ‘14
- BGSU. Master of Accountancy MAcc, Accounting and Auditing‘15
Experience: Matt is a principal in CliftonLarsonAllen's business risk services practice team leading the Western Ohio market. He has over two decades of professional services experience in systems implementation, information security, internal and external audit, risk management, governance, and management consulting across multiple industries. Matt has spent his entire career helping companies of all sizes understand the impact of technology on their business.
https://www.linkedin.com/in/matthovermanrisk/
Education:
- BGSU, B.S Computer Science, Business Systems Specialization ‘98
Experience: John Hullibarger is the Senior Vice President of Sherwin Business Services at The Sherwin-Williams Company, where he leads a global organization delivering enterprise-wide services that support more than 64,000 employees. His portfolio spans General Accounting, Accounts Payable, Enterprise Financial Services, Global Payroll, Workforce Management, Human Resource Operations, Global Transaction Systems, Business Process Automation, and Indirect Procurement. Previously, John led Sherwin-Williams’ Internal Audit, Loss Prevention, Security, and Enterprise Risk Management functions. John is a graduate of Bowling Green State University where he earned his BSBA in Accounting in 2002, and from Cleveland State University where he earned his MBA in 2004.
https://www.linkedin.com/in/john-hullibarger-cpa-cia-cisa-crma-cfe-5284861/
Education
- BGSU, B.S Business Administration, Accounting ‘02
- Cleveland State University, Master’s of Business Administration ‘04
Experience: Susan is the Assistant Controller at Marathon Petroleum Company LP.
https://www.linkedin.com/in/susan-kern-29a15166/
Education:
- BGSU, B.S. Business Administration, Accounting ‘88
- BGSU, Master of Business Administration ‘93
Experience: Scott has an extensive background in public accounting. He has worked for multiple firms. He has extensive experience in tax compliance, consulting, and attestation. His work primarily focuses on individual and business taxation, employee benefit plan audits and small business reviews and agreed upon procedures. Scott also serves as treasurer for multiple swim boards in Northwest Ohio.
https://www.linkedin.com/in/scott-kosakowski-cpa-65a91181/
Education:
- BGSU, B.S. Business Administration, Accounting & Supply Chain Management ‘17
- BGSU, Masters of Accountancy, ‘18
Experience: Tim has more than 20 years of experience serving nonprofits, Higher Ed and government entities from CliftonLarsonAllen’s office in Toledo, Ohio office. He is responsible for managing day-to-day fieldwork and resolving any technical and/or reporting issues. Tim is a licensed certified public accountant (CPA).
https://www.linkedin.com/in/tim-loeffler-cpa-3b545510/
Education:
- BGSU, B.S. Business Administration, Accounting ‘99
Experience: Aida is from Puerto Rico, she has dedicated her professional career to the practice of Accounting & Finance and teaching at the University of Puerto Rico, Río Piedras Campus.
https://www.linkedin.com/in/aida-lozada-2b9546a6/
Education:
- Certified Public Accountant, Accounting Board in Puerto Rico.
- BBA: Accounting from University of Puerto Rico at the Rio Piedras Campus.
- MBA: Finance and Accounting from University of Puerto Rico at the Rio Piedras Campus.
- PhD: University of León in Spain
Experience: Andrea joined global account and consulting firm Crowe LLP in 2001 and serves as the firm’s Franklin, Tennessee Office Managing Partner and the Managing Parter, Manufacturing.
https://www.linkedin.com/in/andrea-meinardi/
Education:
- The University of Findlay, Bachelor’s Degree, Accounting ‘00
- BGSU, Master’s Degree, Accounting ‘01
Experience: Mr. Muro serves as an Internal Audit Manager. He joined Welltower Inc. in May of 2019. His responsibilities include performing financial and operational audits, recommending appropriate corrective actions for improvement, supporting value-added consulting projects by partnering with the business to improve processes, performing analytical reviews of operational and financial data, and interpreting management explanations against expected results.
Prior to joining Welltower, Mr. Muro served as Risk Assurance Associate at PricewaterhouseCoopers LLP, where he participated in external IT audits across the automotive, energy and retail industries. Mr. Muro’s background also includes internship roles in finance at Owens Corning and product management at Therma-Tru, Inc. He earned his Bachelor of Science in Business Administration with specializations in Accounting and Supply Chain Management from Bowling Green State University. He is a Certified Public Accountant (CPA) and a Certified Information Systems Auditor (CISA).
Experience: Jake founded RISCPoint Advisory Group (RISCPoint) and serves as the Chief Executive Officer. His vision for the firm was born from his experience at multiple "Big Four" accounting firms, including serving as a national subject matter expert for PwC in the audit innovation practice, and building EY Controls 2.0, including its go-to-market strategy.
https://www.linkedin.com/in/jacob-nix-cpa-cisa-cdpse-iso-li-ccsfp-74548a15/
Education:
- BGSU, B.S in Business Administration, Accounting ‘12
- BGSU. Master of Accountancy MAcc, Accounting and Auditing‘13
Jason Rager leads Nationwide’s Risk Data & Analytics team within Enterprise Risk Management. In this role, he is responsible for advancing the enterprise operational risk framework, integrating converged operational risk management practices, and overseeing risk data governance and risk intelligence capabilities.
Prior to his current role, Jason led the Corporate Services team within Internal Audit, providing assurance and advisory services across Nationwide’s corporate functions including Investments, Finance and Treasury, Controllership, Enterprise Risk Management, Legal, Marketing, Human Resources, Strategy, Corporate Development, and Nationwide Realty Investors. Jason began his career at Nationwide in 2006 as an auditor on the Nationwide Financial audit team, where he focused on banking, mutual funds, life insurance, annuities, and retirement plans. Before joining Nationwide, he spent four years as an auditor with a private credit union deposit insurance company.
He holds multiple professional certifications, including Certified Investments and Derivatives Auditor (CIDA), Certified Internal Auditor (CIA), Certified Information Systems Auditor (CISA), Certified Financial Services Auditor (CFSA), Certified Fraud Examiner (CFE), and Certification in Risk Management Assurance (CRMA).
https://www.linkedin.com/in/jason-rager-cia-cisa-cida-cfsa-cfe-crma-9806b410/
Education:
- BGSU, B.S Business Administration, Accounting '02
Chris leads the Financial Services Practice at CBIZ, the 7th largest accounting firm in the U.S. He brings over 30 years of experience in accounting, financial management, and leadership within the professional services industry.
Since joining CBIZ in 1998, Chris has held several senior leadership roles. In January 2014, he was named President of the Financial Services Group, where he is responsible for setting the strategic direction and driving the growth and performance of the division.
Chris is a Certified Public Accountant (CPA) and a Chartered Global Management Accountant (CGMA). He is an active member of the American Institute of Certified Public Accountants (AICPA) and the Ohio Society of CPAs. His leadership and deep industry expertise have been key to the continued success of CBIZ’s financial services practice.
Education:
Bowling Green State University
B.S. in Business Administration, Accounting
Class of 1988
Experience: Nick is an Audit Partner in KPMG’s Department of Professional Practice, assisting audit teams and clients with complex accounting, financial reporting and audit issues.
Nick joined KPMG after two years as a Professional Accounting Fellow in the Office of the Chief Accountant of the Securities and Exchange Commission (SEC) where he worked with registrants, standard setters, auditors and other SEC staff on the application of US GAAP. He led the consolidation and equity method topic team at the SEC and also focused on matters related to revenue recognition, business combinations, digital assets and income taxes.
His varied experiences in as an auditor, advisor, and regulator give him a unique and balanced perspective in approaching issues.
https://www.linkedin.com/in/nick-tricarichi-9b202933/
Education:
- Miami University, B.S. Business Administration, Accounting
- Licensed CPA, Virginia and Ohio
Experience: Tracy has more than 27 years of audit experience in a variety of service offerings and industries, such as process and industrial products, retail/distribution, and real estate. His most recent experience is in leading the external PCAOB audits of a large steel manufacturer and a large diversified agriculture business. Tracy also assists with the engagement quality review process for multiple SEC registrant audits. Tracy’s experience includes three years working in the firm’s national office, primarily in the Accounting Consultation group assisting on a variety of technical accounting matters. Tracy was previously the audit leader for the Cleveland office.
Tracy has a strong background in Sarbanes-Oxley Section 404 on internal controls, SEC financial reporting, accounting and auditing technical matters, global coordination, and implementation of new accounting standards. In addition to audit, Tracy has worked on Assurance projects, including SOX readiness/implementation and internal control gap assessments and remediation services.
Tracy is a Certified Public Accountant (CPA) in the State of Ohio.
https://www.linkedin.com/in/tracy-vigh-017b5525/
Education:
- BGSU, B.S Business Administration, Accounting ‘98
Experience: Jaimee has been with Gilmore Jasion Mahler for 17 years, and currently serves as a Tax Partner at the firm.
https://www.linkedin.com/in/jaimee-weaver-95449926/
Education:
- BGSU, B.S. Business Administration, Accounting- Tax ‘01
- BGSU, Master of Accountancy - Tax ‘01
Insurance and Risk Management Advisory Board
Experience: Pete started with Prudential in 1985 as a financial professional in the Cleveland office. He was quickly promoted to sales manager in 1987. In 2001, Pete moved into the Managing Director role with the Great Lakes Agency, and then got promoted to Territorial Vice President. During his time with Prudential, Pete has established a strong reputation for success, sharing his time knowledge mentoring Managing Directors within the Mid-America territory. He is an advocate for Agency Distribution’s vision and is committed to developing a diverse and inclusive workforce. In 2020 Pete retired and is currently working on producing a movie to be released in 2021.
Pete used to serve on BGSU’s Executive Committee as the Treasurer. He retired in September 2020.
https://www.linkedin.com/in/petergbahner/
Education:
BGSU, Bachelor of Arts, Political Science ‘85
Experience: Brian joined Westfield in 1988 after graduating from BGSU with a BSBA and a specialization in Insurance. In 1998, after several positions in Claims and Corporate Training and Development, at Westfield, Brian was one of the founding leaders of a new subsidiary at Westfield known as Westfield Services Inc, a specialty insurance agency and call center located in Columbus, Ohio. He earned his CPCU designation in 1997, and his Certified Structured Settlement Counselor designation in 2001. He also serves on the Board of Trustees for Gamma Iota Sigma, a collegiate Insurance and Risk Management fraternity organization where he won the “Alumnus of the Year” award in 2016. He is also Past President of the Ohio Association of Professional and Specialty Lines Offices (OAPSLO).
https://www.linkedin.com/in/brian-bowerman-6979a04/
Education
BGSU, B.S. Business Administration, Insurance ‘88
Experience:
Sarah became an employee at Cincinnati Insurance in 2018 as an Actuarial Analyst. While at BGSU, Sarah was an active member of Gamma Iota Sigma, Actuarial Science Club, and numerous other organizations. In 2017, she represented the BGSU Insurance Program at the annual RIMS conference as an Anita Benedetti Student Involvement Program Scholar. Sarah was named one of the Top 10 Outstanding Senior in 2018.
FCAS credential, Fellow of the Casualty Actuarial Society
https://www.linkedin.com/in/sarah-burns-46a308a6/
Education
BGSU, B.S Business Administration, Data Science ‘18
Experience
Hannah joined KeyBank as a Corporate Insurance Undergrad Intern. She then joined the official ranks as a Risk Management Analyst, where she worked in Financial Crimes- Anti-Money Laundering on both Data Analytics and Testing teams. She assumed her current position as KeyBank’s Corporate Treasury Analyst in 2019.
https://www.linkedin.com/in/hannah-decker-16950b128/
Education:
BGSU, B.S Business Administration, Actuarial Science ‘18
Experience:
In January of 2019, Connie assumed her current position as Learning and Development Leader. She began her insurance career at Westfield in January of 1985. A Certified Insurance Counselor (CIC) since 1990, she has served in more than a dozen roles with Westfield. Connie is a member of the Ohio Insurance Institute (OII) Workplace Development and Education Committee, Insurance Industry Resource Council (IIRC) Executive Committee, Independent Insurance Agents and Brokers (IIABA) Invest Board and serves on insurance studies advisory boards at BGSU and Kent State University.
https://www.linkedin.com/in/connie-frey-a741098/
Education:
BGSU, B.S Business Administration, Management ‘82
Ashland University, Master of Business Administration ‘10
Experience:
Ben is the Executive Vice President of Brown & Brown of Ohio. In 1986, he co-founded the Great Lakes Risk Management, an employee benefits brokerage firm that served clients in Ohio, Michigan, and Indiana. In 2008, he sold the company to Brown & Brown (BRO) and now leads their Ohio office located in the Toledo area.
https://www.linkedin.com/in/ben-goff-54b68713/
Education
BGSU, B.A Business Administration, Insurance & Risk Management ‘83
Experience:
As the East Central Middle Market Growth Leader, Drew oversees Willis Towers Watson’s Corporate Risk and Broking operations throughout Ohio and Western Pennsylvania, and is responsible for leading, developing and maintaining client teams throughout the East Central partnership. Prior to joining Willis, Drew was Senior Vice President & Director of Specialty Risk Services at the Oswald Companies, and used his product knowledge to creatively address business issues.
https://www.linkedin.com/in/drew-gunn/
Education:
BGSU, B.S Business Administration, Risk Management ‘90
Experience:
Diane is COO at Knight Insurance Group, an independent insurance agency in Toledo, Ohio, where she is responsible for the service and administrative operations of the agency. She is pursuing a doctoral degree in Organizational Development and Change at the BGSU Schmidthorst College of Business. Diane has served on various boards over the years: Independent Insurance Agents of Ohio, Westfield Agents Association, Toledo Warehouse District Association, Lourdes University Alumni Board, BGSU Insurance Board, among others.
https://www.linkedin.com/in/diane-keil-hipp-4490bb4/
Education
Lourdes University, B.A Business Administration ‘90
BGSU, Master’s Degree, Organizational Development ‘98
Experience:
Tom serves as Senior Vice President and Associate General Counsel for The Cincinnati Insurance Companies. He joined the company shortly after graduation, where he worked full time as an insurance claims adjuster while attending law school. Upon receiving his law degree in 2000, Tom worked as a defense trial attorney in Cincinnati Insurance's litigation division.
https://www.linkedin.com/in/thomas-hogan-183b67a/
Education:
BGSU, B.A Political Science ‘93
Capital University Law School, Doctor of Law - JD, ‘00
Experience:
Randy has over 30 years’ experience in Workers’ Compensation and Healthcare Administration. Heis currently the Senior Vice President, Specialty Operation at CompManagement. Randy has led operations and senior management colleagues in multiple states. He offers a significant background and experience in risk management, managed care, insurance claims administration, mergers and acquisitions, and leadership development.
Education
BGSU, B.S Business Administration ‘81
Experience:
Courtney Mills is a Property Risk Advisor at Hylant with over a decade of experience in complex property insurance programs. She specializes in designing and negotiating tailored insurance solutions for clients in various. In addition to client work, she provides consultative support on global property-related matters.
Experience:
Terry has been with the Hyland Group for over 11 years, and now serves as Vice President - Carrier Relations. In this role, he strategically manages insurance company and wholesale relationships to maximize value for the organization, as well as contracting and compliance. Prior to joining Hylant Group, he has been with the Wood County Hospital, Sky Insurance, and Cooper-Standard Automotive.
https://www.linkedin.com/in/terry-morman-6a974118/
Education:
Defiance College, Bachelor of Science, Accounting and Management ‘90
University of Toledo, Master of Business Administration ‘04
Experience:
Connor joined the Ohio Mutual Insurance Group as a Claim Representative before being appointed as the Product Analyst in December 2020. While at BGSU, he was a fire safety assistant and student assistant at the Mileti Alumni Center.
https://www.linkedin.com/in/connor-mutchler-3487b7a4/
Education
BGSU, B.S. Business Administration, Finance, Risk Management/Insurance ‘17
Experience:
Claire joined IAT Insurance Group in their Specialty department in June 2017. At IAT she completed their rigorous Underwriter Training Program and was appointed the Associate Underwriter. She is currently responsible for a territory including Hawaii, New York, Oklahoma and Texas. With IAT, she continues to develop her underwriting acumen focusing on specialty property and liability risks. She was promoted to Underwriter in March 2019.
https://www.linkedin.com/in/claire-nelson-a7539b106/
Education:
BGSU, B.S. Business Administration, Economics ‘17
Experience:
Bryan is a 2004 MBA graduate in Finance at BGSU. He has been in the financial services industry for 18 years. He has spent the last 10 years as a Financial Advisor, Staff Manager, and Agency Manager for Western and Southern Financial Group. He is a Certified Financial Planner™ professional, a member of the Million Dollar Roundtable, and a President’s Council Member with W&S.
www.linkedin.com/in/bryanokuley
Education:
BGSU, MBA in Finance ‘04
Urbana University, BS in Business Administration, Accounting and Management ‘03
Experience:
John joined Hylant in February 2019 as a Client Service Executive. In this role, he works directly with clients on strategic matters that help them protect their organization's interests. Prior to joining Hylant, John spent over 2 years at Wellstower, where he served as the Risk Management Analyst. As a way to support the community, he volunteers his time with organizations such as Junior Achievement, EPIC Toledo, YMCA, and The Old Newsboys.
https://www.linkedin.com/in/johnpezzino/
Education:
BGSU, B.S Business Administration, General ‘00 - ‘02
Northwood University, Bachelor of Business Administration, Hospitality, Resort and Tourism Management ‘04
BGSU, Master of Business Administration, General ‘11
Experience:
Jack is now the CEO of Fitz-Randolph Consulting Resources. He has more than 35 years of industry experience in healthcare. He has also held positions at Paramount Healthcare, The Toledo Hospital and ProMedica Health System. Jack is also a member of the BGSU Schmidthorst College of Business Leadership Council.
https://www.linkedin.com/in/jack-randolph-93920711/
Education:
BGSU, B.S. Business Administration ‘82
The University of Toledo, Master of Business Administration, Finance
Experience:
Dave has more than 30+ years of industry experience in general liability, products liability, auto liability, workers’ compensation and umbrella/excess liability coverage in the U.S., Europe and Bermuda markets. He currently serves as the Senior Vice President of AON, a global professional services firm providing a broad range of risk, retirement and health solutions.
Education:
BGSU, B.S Business Administration, Insurance ‘86
University of Georgia - Terry College of Business, Master of Business Administration, Finance & Risk Management ‘87
Cleveland State University - Marshall College of Law, Juris Doctor ‘96
Experience:
Stephen joined The Cincinnati Insurance Companies in 1991 and has held various positions with the company, each increasing in scope and responsibilities. He currently serves as Chief Insurance Officer and Senior Vice President, providing executive oversight for Cincinnati’s commercial standard market, excess and surplus and personal lines insurance sales, marketing, underwriting, relationships with independent agents and ceded reinsurance programs
https://www.linkedin.com/in/steve-spray-8206335/
Education:
BGSU, Bachelor of Arts ‘89
Jennifer Square joined Nationwide in 1998 and has held various positions at the company. She currently serves as Associate Vice President, providing operations support for customer service functions including associate training, technology support, compliance, quality, data and analytics, and customer relations.
Education:
Bachelor of Arts, Bowling Green State University, 1997
MBA, Otterbein University, 2006
Experience:
Matt Wey has spent 39 years with Marsh & McLennan companies (MARSH. He moved up the ranks within the company, and has long term overseas experience in Tokyo and London. After leading Marsh businesses in Columbus, OH and Grand Rapids, MI he returned to Cleveland and has led Marsh’s Northeast Ohio territory since 2012. Matt also currently serves as an adjunct professor at John Carroll University, co-teaching a course in the Finance curriculum, Risk Management and Insurance Fundamentals.
https://www.linkedin.com/in/matt-j-wey-9b1a807/
Education:
BGSU, Business Administration, Finance and Risk Management ‘81
Aquinas College, Master of Management ‘11
Finance Advisory Board
Experience:
Mr. Adams is a CPA and CFP, who recently retired after 31 years as the President/CEO of American Mutual Share Insurance Corporation (ASI), the nation’s only non-federal deposit insurer for state-chartered credit unions in 10 states, and of Excess Share Insurance Corporation (ESI), which currently operates in 33 states. Mr. Adams also spent 17 years as an adjunct professor at Franklin, Capital and Ashland Universities in Columbus, teaching corporate finance and investments at the undergraduate and graduate levels. Mr. Adams has also started a consulting business with a link below.
https://www.linkedin.com/in/dennisadamsasi/
www.dennisradamsconsulting.com
Education:
BGSU, Bachelor’s Degree, Accounting ‘72
Capital University, Master’s of Business Administration ‘91
Experience: Pete started with Prudential in 1985 as a financial professional in the Cleveland office. He was quickly promoted to sales manager in 1987. In 2001, Pete moved into the Managing Director role with the Great Lakes Agency, and then got promoted to Territorial Vice President. During his time with Prudential, Pete has established a strong reputation for success, sharing his time knowledge mentoring Managing Directors within the Mid-America territory. He is an advocate for Agency Distribution’s vision and is committed to developing a diverse and inclusive workforce. In 2020 Pete retired and is currently working on producing a movie to be released in 2021.
Pete used to serve on BGSU’s Executive Committee as the Treasurer. He retired in September 2020.
https://www.linkedin.com/in/petergbahner/
Education:
BGSU, Bachelor of Arts, Political Science ‘85
Experience
John retired from the Atlanta office of Cantor Fitzgerald in 2018. He worked for 35 years in the capital markets helping institutional investors develop strategies to increase the risk-adjusted returns of their fixed income portfolios. Prior to joining Cantor Fitzgerald in 2005, John worked for Legg Mason Wood Walker and Wachovia Bank in Atlanta. He is also an author, and has written three investment management books and taught asset liability management at the American Bankers Association’s Stonier Graduate School of Banking from 1996 to 2000.
https://www.linkedin.com/in/johnbowen17/
Education
BGSU, Bachelor of Science, Accounting ‘74
Kennesaw University, Master of Business Administration, ‘20
Kennesaw University, Master of Science, Information Systems ‘20
Experience
After 14 years at Abbot Downing, Daniel became the Managing Director of Asset Management in March 2019. Prior to this role, he was the Director of Portfolio Construction and Analytics, overseeing strategic and tactical asset allocation guidance for taxable and tax-exempt model portfolios, maintaining a focused list of conviction managers in traditional asset classes research and selection, among other management responsibilities. And prior to Abbot Downing, Dan was a portfolio manager at Lowry Hill
https://www.linkedin.com/in/burke-danielp/
Education
BGSU, B.S. Business Administration, Finance ‘05
University of Chicago - Booth School of Business, Master of Business Administration, Finance, Economics, and Statistics ‘14
Tom is a BGSU Finance Graduate in May 2016, where he also was a member of the Varsity Men’s Ice Hockey Team. Upon graduating, he worked at SMBC for three years in leveraged finance in New York City. He later would go on to work at Aozora Bank for one year as a Credit Analyst investing in leveraged bank loans in New York City. Since July 2021, he has been working at Sachem Cove Partners, a hedge fund specializing in energy & natural resource investing in New York City. He received the Chartered Financial Analyst (CFA) designation in July 2020.
Experience:
Perry has over 23 years of professional investment experience, and now serves as the Principal and Owner of Grand Street Capital Management, L.L.C. (GSCM), a North Carolina registered investment advisory firm. In this role, he oversees the processes of investment research, portfolio construction and management, trading, and all marketing activities. Perry is active in community related activities, and currently serves on the Executive Committee of The Twenty, a Winston-Salem, North Carolina based think tank dedicated to providing economic empowerment and access to capital to North Carolina’s marginalized communities.
https://www.linkedin.com/in/perry-t-cabean-4aa2199/
Education
University of Michigan, Bachelor of Arts, Sociology ‘89
BGSU, Master of Business Administration, Finance ‘94
Experience
In 2010, William founded Sabal Capital Management, LLC, an investment management firm with approximately $150MM Assets Under Management. He has over 20 years of special situation investing throughout the capital structure, and his investment strategy focuses on mispriced companies going through corporate change (reorganization, spin-outs, asset sales, turnaround efforts, and operational hiccups). Previously, he was a Partner and Portfolio Manager at Spring Point Capital Management, formerly Botti Brown Asset Management, where he was Portfolio Manager of the Spring Point Special Situations Fund.
https://www.linkedin.com/in/william-charters-cfa-47bb5a11/
Education
BGSU, Bachelor of Science, Finance ‘98
Erin Crandall is Chief Financial Officer of The Shelly Company. Erin joined the company in May of 2022 following a successful tenure at Dana, Inc., a Tier 1 automotive supplier of propulsion and energy management solutions. She began her career at Dana in Enterprise Risk Management and progressed through roles of increasing responsibility in operational and corporate finance including: Investor Relations and strategic planning, Plant Controller, Treasury management, Group Controller, and Financial Planning and Analysis. Erin earned a bachelor’s degree from the University of Mount Union and an MBA from Bowling Green State University.
Experience:
For the past 15 years, Tim has been with Fifth Third Bank in Cincinnati, Ohio, and currently serves as the Senior Vice President of Healthcare Banking, In this role, he works with hospital systems and healthcare providers on capital structure design and execution, revenue cycle optimization, and liquidity management. Tim is active in the community, serving on multiple Boards and Committees including: LifeCenter Organ Donor Network, Butler County Port Authority, Liberty Township Economic Development, and Hoxworth Blood Center.
https://www.linkedin.com/in/tim-egloff-3807415/
Education:
BGSU, B.S Business Administration, Finance ‘99
Xavier University, Master in Business Administration ‘02
Experience:
Brendan has over 25 years industry experience as an advisor, and now is a Managing Principal/Senior Financial Advisor of an independently owned financial practice in Central New Jersey, Wells Fargo Advisors Financial Network, LLC, Member SIPC. Brendan and his team work with a small, selective group of clients that include successful private business owners, senior executives / professionals, affluent families and retirees to assist them with their wealth management needs and financial affairs. Within his community, Brendan has served as a volunteer and participated on various committees for the Rutgers Cancer Institute of New Jersey.
Education:
BGSU, B.S in Business Administration, Finance and Marketing ‘92
Experience:
Kyle joined Citi Group in September of 2020 in Tampa, FL as an ETF Fund Analyst in their ETF Operations group, a division of Citi’s Institutional Clients Group. Now, as an AVP with Citi’s ETF ops group, Kyle acts as the intermediary between ETF Issuers and Authorized Participant brokers on the primary market. He mainly oversee the ETF creation/ redemption process, Net Asset Value (NAV) performance, corporate action processing, fund rebalances, and Portfolio Composition File (PCF) Basket processing for next day market trading. In his current role, Kyle manages over a dozen equity and fixed income ETF funds. Prior to joining Citi, Kyle attended BGSU and graduated in May of 2020 from the SCoB Finance program. Kyle was also a member of the BGSU Student Managed Fund in the Fall of 2019.
Education:
BGSU, B.S. in Business Administration, Finance, 2020
Experience:
Garret became the Vice President of Finance at Carrier of Refrigeration in July 2020. Previously, he spent 17 years at Avery Dennison, a global leader in labeling and packaging materials and solutions. His last role at Avery Dennison was Vice President, Global Finance, working in both Americas and Europe.
https://www.linkedin.com/in/garrett-gabel-3909a44/
Education:
BGSU, B.S. Business Administration, Financial Economics
University of California - Anderson School of Management, Master of Business Administration, Finance & Strategy
Experience:
Matt is a partner at Engler, Garrow & Roth Ltd, focusing on estate planning, business owner succession planning, insurance analysis, and investment management programs. Matt has more than 25 years of financial planning experience, beginning his career in 1986. He also currently serves as President of the Lenawee Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and sits on the board of the Toledo Chapter of the Society of Financial Services Professionals. Matt used to be an adjunct professor of finance at BGSU.
https://www.linkedin.com/in/matthew-garrow-a8b62523/
Education:
BGSU, B.S. Business Administration, International Business ‘84
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Experience:
David began his professional career in the investment and commodities industry since 1993, gaining significant experience in all phases with particular emphasis on institutional and proprietary trading. He drew on his commodity experience to co-found REV LNG, a full service company providing alternative fuel supply. In this role, he leads the REV LNG team in developing all facets of the logistical supply chain of sourcing, transporting and distributing LNG to domestic customers
https://www.linkedin.com/in/e-david-kailbourne-215b1519/
Education
BGSU, Bachelor of Science, Political Science/Economics ‘93
Experience:
Mark Kangas started North Star Advisory Group in 2013 after more than a decade of working for several prominent Wall Street Firms. As the lead member of the group, he is responsible for the overall client relationship as well as the design and direction of the team’s client investment program. Mark spearheads the portfolio, investment analysis, and the construction of client investment plans. Within his community, he is a member of the Diamond Advisory Board for University Hospitals and Rainbow Babies & Children’s Hospital, organizations he has been supporting for more than a decade.
https://www.linkedin.com/in/mark-kangas-4491a612/
Education:
BGSU, B.S. Business Administration, Accounting and Finance ‘02
Experience (from company’s website):
Ed has more than 15 years of research and portfolio management experience. He is a member of the CFA Institute and past President of the CFA Society of Cincinnati. In 2019, Ed was named to the Cincinnati Business Courier’s Leadership Trust which is an invitation-only organization for successful executives. He is very active in numerous charitable and community endeavors including the Inner City Tennis Project, the Peaslee Neighborhood Center, The Jewish Federation of Cincinnati, and more. In 2014, Ed was named to the Cincinnati Business Courier’s Forty Under 40 class, chosen from over 400 nominees as our next generation of leaders.
https://www.linkedin.com/in/ed-kuresman-cfa-7646931/
Education:
BGSU, B.S. Business Administration, Finance ‘02
AJ is the Commercial Finance Leader for Owens Corning’s Glass Reinforcements Americas business. He has over a decade of corporate finance experience spanning energy, aerospace, and transportation, and is a graduate of General Electric’s Finance Management Program. He received the Chartered Financial Analyst (CFA) designation in March 2019.
https://www.linkedin.com/in/ajmcgauley/
Education:
University of Notre Dame, BS Physics
Experience:
From early 2001 until the end of 2005, Bruce was the Chief Financial Officer of YUKOS Oil Company, the then-largest Russian oil company and the 4th largest oil producing company in the world in Moscow, Russia, and served as a Deputy Chairman of the Management Committee and a member of the Executive Committee of the Board of Directors.
Prior to joining YUKOS, Bruce had been Senior Vice President – Finance and Treasurer of PennzEnergy Company. His prior positions also included Vice President and Treasurer of Pennzoil Company, various financial management positions with Marathon Oil Company/USX Corporation, and teaching finance at Bowling Green State University (BGSU). In 2004, he was named the top CEO/CFO in Russia for investor relations by IR magazine, and was recognized as an Outstanding Graduate of BGSU.
Education:
BGSU, B.S. Business Administration, Finance ‘72
BGSU, Master of Business Administration ‘73
Experience:
Jared has served as DSW’s Executive Vice President and Chief Financial Officer since October 2018. Prior to that, he served as their Vice President Business Development and Corporate Finance, and in various other leadership roles. Prior to joining DSW, he was VP Treasurer for Big Lots, a Fortune 500 retail corporation with annual revenues exceeding $5 billion. He has been personally interviewed for and extensively contributed to articles in CFO Magazine, AFP Exchange Magazine, CFO.com, AP Matters, and was named one of the “100 Most Influential People In Finance” by Treasury and Risk Magazine.
https://www.linkedin.com/in/jared-poff-ba98897/
Education:
BGSU, B.S. Business Administration, Finance and International Business ‘95
Franklin University, Master of Business Administration, Finance and Healthcare Administration ‘00
Experience:
In April 2016, Neil Roache was named Assistant Treasurer, Chief Investment Officer at Johnson & Johnson, in charge of its $22.3B pension trust. Prior to joining J&J, Roach was part of the Exelon Investment Office as Director of Public Markets and Investment Strategy. The Exelon Investment Office oversees approximately $35B in Pension, VEBA, Nuclear Decommissioning Trusts, and Employee Savings Plan assets. Neil and his team were responsible for private equity and real estate investments as well as investment strategy across the different trusts.
https://www.linkedin.com/in/neil-r-a1b136/
Education:
BGSU, B.S. Business Administration, Finance, Accounting, International Business ‘96
The Wharton School, Master of Business Administration, Finance ‘04
Experience:
Leo Svoboda joined Nationwide Investments in August of 2017, from Penso Advisors, a global macro hedge fund. At Nationwide Leo leads the team managing the Liquid Alternatives exposure for Nationwide's portfolios. This includes hedge fund strategies, equities, and emerging market debt instruments. Prior to joining Penso he was the head of the $4.5b Liquid Alternatives business at the UPS Group Trust. In this role Leo allocated the preponderance of the Trust’s hedge fund exposure. Leo also invested an opportunistic portfolio under the liquid alternatives umbrella.
In addition to his work in alternatives Leo served as interim Fixed Income Portfolio Manager, developed portfolio wide risk analytics, consulted on portfolio level asset allocation and hedging strategy, and served on the Trust’s investment committee. Leo is a CFA Charterholder and a certified FRM.
https://www.linkedin.com/in/leorsvoboda
Education
BGSU, B.S. Business Administration, Financial Economics, Economics ‘08
The Wharton School, Masters of Business Administration, Finance ‘15
Updated: 03/04/2026 03:19PM