Genesis Marketing Professionals

Ron Oldenkamp President	Ron provides the senior leadership for Genesis Marketing Group. His areas of competence include both the marketing and selling of investment products and services. Recognized for his successes as a third party marketer and a product developer, Ron’s clients benefit from over 27 years of in-depth experience. His diverse background has contributed to the profitable growth of leading financial service firms including: • Genesis, President • Metropolitan Life, Regional Director and Head of Mid-west Pension Operations • Mutual Benefit Life, Representative • Regent Advisory Corporation, Co-founder His varied accomplishments in both the marketing and selling of investment products and services include: • Gathering in excess of $8 billion in assets for investment managers • Founding Genesis in 1993 • Attracting over $2 billion in assets in 3 years by developing a new index equity product for a major life insurance carrier • Developing the most new products over all other associates at MetLife between 1975-1987 • Winning MetLife’s sales leader for 10 consecutive years • Co-founding Regent, a consulting and management services firm specializing in new product development services A sought-after speaker at financial service industry events, Ron is recognized for his in-depth experience in providing innovative approaches and strategies for the marketing and selling investment products and services. He is an active member of The Third Party Marketers Association. Ron’s education includes receiving a B.S. in Economics from Michigan State University. Top of Pag e
Nathaniel B. Jones, CFA Associate	Nat provides research and analytical support for Genesis Marketing Group and has been an Associate since 1995. His background in financial services leadership roles with preeminent consulting and banking firms and noteworthy corporate and endowment plan sponsors includes: • Callan Associates, Vice President • J.H. Ellwood & Associates, Co-founder and Senior Vice President • American National Bank, Vice President • Wheelabrator-Frye Pullman, Director of Benefits • Vanderbilt University, Assistant Treasurer His investment education continues in areas related to his responsibilities and personal interests. His credentials include: • Chartered Financial Analyst • Former President of The Investment Analysts Society of Chicago • Active member of The Association for Investment Management and Research His degrees include both M.S. and B.S. degrees from Pennsylvania State University. Top of Pag e
Cheryl McGarrity Sales Associate	Since 2000, Cheryl has been a Sales Associate with Genesis Marketing Group. Her professional experience in financial services marketing and sales includes: • Oppenheimer, Vice President of Credit Bond/Option Strategies • Merrill Lynch, Registered Investment Advisor • Insurance Administration Center, Representative Her accomplishments include: • Improving business valuation and supporting the subsequent profitable sale of a risk manager Her skills have been directed toward the marketing and selling of various asset classes with a specialization in captive insurance, debt and derivative strategies. She has achieved recognition for her investment industry involvement. Her affiliations include: • National Association of Securities Dealers Registered Representative • Active member of The Third Party Marketers Association Top of Pag e
Kris Detwiler, CFA, CPA Strategic Partner	Kris is a Genesis Marketing Group Strategic Partner. She and her team provide an in-depth expertise in Request for Proposal writing services. Her professional experience with leading financial services firms includes the following line-oriented sales and marketing positions: • First Capital Group, Senior Vice President • Independence Investments, Vice President • Fidelity Investments, Director • Goldman Sachs, Institutional Sales Her accomplishments include: • Founding Detwiler Associates in 1998. • Providing technical writing, research, and analytics for James P. Owen, author of “Prudent Investors’ Guide to Hedge Funds” and Founder of the Investment Management Consultants Association (IMCA). She has received recognition for her investment industry affiliations. Kris’s credentials include: • Active member of The Association for Investment Management and Research (AIMR) • Certified Public Accountant • Chartered Financial Analyst She has a B.S. in Accounting from the University of Virginia with highest distinction and an M.B.A. from Dartmouth's Amos Tuck School of Business Administration.
Melissa Wis Marketing Support	Melissa has been with Genesis since 1993. Melissa assists with database maintenance, RFP completion, development of new marketing materials and Accounts Receivable/Payable. Melissa graduated with a BS in Speech Communications from the University of Illinois in 1993.
Tricia Carrier Marketing Support	Tricia has been with Genesis since December 1999. She coordinates correspondence and activities for the Associates as it relates t• database networking, manager and prospect communications, mailer distributions, manager and client relations and marketing meetings. Tricia graduated with a BA in Psychology from MidAmerica Nazarene University in 1997.