[email protected]
41 South High Street
Columbus, OH 43287
Phone: 419-249-3314

John Cindric is an Institutional Investment Representative covering Northwest Ohio for Huntington Investment Company.  John joined Huntington in 2014.  He began his career with Huntington in 2006 and spent 2011 - 2014 working for Fifth Third Securities’ Institutional Investment Group.  His specialty is fixed income investments with a customer base that includes public funds, banks, private corporations and insurance companies.  He is a graduate of the University of Richmond and completed his M.A. at the University of North Carolina - Greensboro in 2004.  John holds both Series 7 and 63 NASD licenses. 

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6125 Memorial Drive
Dublin, OH 43017
Phone: (614) 357-0934

Jason Click holds a B.S. in Business/Finance from The Ohio State University, Fisher College of Business and has obtained his Certified Financial Planner™ certification. He has extensive investment experience and brings over 18 years of industry experience to his position. He has served in various management roles and financial advisory capacities throughout his career, and is currently a member of the firm’s executive management team. As well as being an instructor for State Treasurer’s CPIM training, State Auditor’s training, and various educational seminars, Jason is also a published contributor to industry publications.

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30 East Broad Street
9th Floor
Columbus, OH 43215
Phone: (800) 228-1102

Zach Amendolea joined the office of Ohio Treasurer Josh Mandel in March of 2015. Mr. Amendolea oversees daily operations of the Liquidity Fund of the Ohio Regular Account and assists with the management of STAR Ohio. Prior to arriving at the Treasurer’s office, Zach worked as a taxable fixed income trader at Huntington National Bank. He holds a Bachelor of Business Administration in finance from Kent State University and a Master of Business Administration from Ohio University. In addition, Mr. Amendolea is a CFA charterholder.

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100 South Third Street
Columbus, OH 43215
Phone: (614) 227-2372

Paul Rutter is a member of Bricker & Eckler's Public Finance group and practices in the areas of public finance and public law, emphasizing school and local government law. A significant portion of his practice is committed to serving as bond counsel for various school districts, municipalities, counties, townships, port authorities and other governmental entities in conjunction with the tax-exempt and taxable financing and refinancing of capital improvement projects including general obligation, special assessment, utility revenue and 501(c)(3) conduit financings. He also serves as underwriters' counsel and borrowers' counsel in similar financings. 

[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: (614) 357-0934

Jason Click holds a B.S. in Business/Finance from The Ohio State University, Fisher College of Business and has obtained his Certified Financial Planner™ certification. He has extensive investment experience and brings over 18 years of industry experience to his position. He has served in various management roles and financial advisory capacities throughout his career, and is currently a member of the firm’s executive management team. As well as being an instructor for State Treasurer’s CPIM training, State Auditor’s training, and various educational seminars, Jason is also a published contributor to industry publications.

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6125 Memorial Drive
Dublin, OH 43017
Phone: (614) 760-2111

Jason Headings holds a B.S. in Marketing and a B.S. in Finance from Miami University, Richard T. Farmer School of Business and is a Chartered Market Technician (CMT). He has over 12 years of investment experience. As Portfolio Manager of the Meeder Money Market Fund, he has been recognized with the Money Fund Intelligence Award by Crane Data in 2012 and 2013 and the “Top Manager Award” from iMoneyNet in 2011 and 2014. Each of those years the Fund ranked highest in the United States amongst all prime retail money market funds. He is an instructor at various educational seminars.

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30 West Spring Street
Columbus, OH 43215
Phone: (614) 466-7090

Susan Willeke is an accomplished government - relations professional with more than 20 years’ experience in public affairs, communication and public speaking.  Susan joined the Ohio Ethics Commission in 2005 as the Education and Communications Manager where she oversees and conducts educational and communication outreach.  In that position, Susan presents approximately 200 speeches annually, develops information strategies regarding agency programs and represents the Ethics Commission to Ohio citizens, the media and the Ohio legislature.  Prior to joining the Commission, Susan served in the communications office at the Ohio Environmental Protection Agency and as a legislative aide in the Ohio House of Representatives.   

Susan is a Summa Cum Laude graduate of Ursuline College in Pepper Pike, Ohio.  In 2011, she was selected to present at TEDx Columbus, a conference for “Ideas Worth Sharing” and identified as one of Central Ohio’s “Leading Thinkers and Doers.”

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75 East Wilson Bridge Road
Suite C3
Worthington, OH 43085
Phone: (614) 885-7596

Kevin Klingel has over twenty-five years of investment management experience. He is a graduate of Ohio State University with a Bachelor of Science in Business Administration. Prior to joining United American Capital, Mr. Klingel was an assistant investment officer of the Investment Department of the Ohio Treasury where he was responsible for the cash management of state and custodial accounts, the reconciliation of daily investment transactions and banking activities, and the management of the short-maturity positions of the state's main investment portfolio. Mr Klingel is responsible for the daily management of UACC's client portfolios and participates in the development of the firm's overall fixed -income strategies. He has been a member of the firm's senior staff since 1992.

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65 East State Street
Suite 2000
Columbus, OH 43215
Phone: (614) 586-7257

Don joined Schneider Downs in 2007 as director of the firm’s Internal Audit and Risk Advisory Services practice in Ohio. His career spans 30 years in the profession.  Don delivers various risk mitigation services to the marketing including: internal audit sourcing, SOC examinations, Sarbanes-Oxley assessments, forensics and other relevant risk advisory services (enterprise-wide risk and fraud risk assessments, process improvement reviews, etc.) to clients including government, not-for-profit, public and private entities. In addition to client service, Don is a lead member of the firm’s quality advisory group, which conducts research on the profession as well as its standards and authoritative materials. He routinely conducts training seminars on the topic of effective risk mitigation for professional organizations and clients.

Prior to joining Schneider Downs, Don worked for a multi-state builder where he headed the corporate risk management function and had direct responsibility for evaluating risk in all the business units. For a span of eight years, he was with the Advisory Services practice of PricewaterhouseCoopers LLP where, having risen to director in the practice, had responsibility for managing national and multinational engagements.

Education
B.S. - Accounting, California University of Pennsylvania

Professional & Community Involvement
Member and Trustee—Central Ohio Chapter of The Institute of Internal Auditors
Member—American Institute of Certified Public Accountants
Member—The Ohio Society of Certified Public Accountants
Member—Pennsylvania Institute of Certified Public Accountants
Member—Risk Management Association
Member—Association of Certified Fraud Examiners
Member—Bank Administration Institute
Ryan William Owens Foundation 

[email protected]
30 West Spring Street
Columbus, OH 43215
Phone: (614) 466-7090

Susan Willeke is an accomplished government - relations professional with more than 20 years’ experience in public affairs, communication and public speaking.  Susan joined the Ohio Ethics Commission in 2005 as the Education and Communications Manager where she oversees and conducts educational and communication outreach.  In that position, Susan presents approximately 200 speeches annually, develops information strategies regarding agency programs and represents the Ethics Commission to Ohio citizens, the media and the Ohio legislature.  Prior to joining the Commission, Susan served in the communications office at the Ohio Environmental Protection Agency and as a legislative aide in the Ohio House of Representatives.   

Susan is a Summa Cum Laude graduate of Ursuline College in Pepper Pike, Ohio.  In 2011, she was selected to present at TEDx Columbus, a conference for “Ideas Worth Sharing” and identified as one of Central Ohio’s “Leading Thinkers and Doers.”

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255 East Fifth Street
Suite 1000
Cincinnati, OH 45202
Phone: (513) 826-0547

Katie Kleinfelder has worked with municipal clientele since she began her career with Seasongood & Mayer 14 years ago. She was the first woman hired by the firm as a municipal investment banker while she completed her law degree. As a Director with RBC Capital Markets, she works with a broad array of general obligation and revenue credits in Ohio including school districts, universities and colleges, cities, villages, counties and townships.  Her career has allowed her to gain expertise in all sectors of Ohio public finance, and she is the company’s expert on Ohio municipalities, specifically.

Katie personally analyzed and structured over $6 billion of short- and long-term financings.  She has extensive experience financing and refinancing various revenue based funding programs, including various taxable and tax-exempt, fixed and variable rate structures.  Over the past five years, Katie has served a diverse list of municipal clients as senior managing underwriter including the following selected clients: City of Cleveland, Cleveland State University, the Cleveland Metropolitan School District, the City of Kettering, the City of Lima, Denison University, Lakewood City School District, Middletown City School District, The Ohio State University, Northwest Local School District (Hamilton County), and Youngstown State University.

Katie works to tailor the ideal plan of issuance considering the timing of the transaction with the current market environment, the plan of repayment, and to limit the risk of the issuer. Katie is an organized leader; her legal background has served clients well. She offers a critical eye to the bond documentation, compliance, disclosure and overall financing structure.

Katie’s prior experience includes a clerkship with Justice Evelyn Lundberg Stratton of the State of Ohio Supreme Court. She is an active member of the G.F.O.A. locally, and at the state and national levels. Along with her legal and securities licenses, Katie has a B.A. in Economics, Cum Laude, and is a graduate of the Honor’s Program of Denison University, Granville, Ohio. She obtained her Juris Doctorate from the University of Cincinnati, College of Law.  She is the proud mother of four children and resides in Montgomery, Ohio with her family.

[email protected]
2000 Huntington Center
41 South High Street
Columbus, OH 43215
Phone: (614) 365-2799

  Allison Binkley focuses her practice on serving as bond counsel, underwriter’s counsel and purchaser’s counsel on general obligation financings, tax increment financings, utility revenue financings and special obligation financings. Her client base includes the State of Ohio, counties, municipalities, townships, port authorities, school districts, state universities, trustees, letter of credit banks, investment banking firms and financial institutions.  Allison has also served as bond counsel on 501(c)(3) and health care conduit financings. 
Allison has been recognized as a 2024 Best Lawyers in America for Public Finance Law and an Ohio Super Lawyer Rising Star from 2012-2017.  Allison is a member of the Ohio Government Finance Officers Association, for which she serves as a trustee and on the education committee.  Allison also serves on the board of Women in Public Finance – Ohio Chapter.  She is also a member of the National Association of Bond Lawyers.
Prior to beginning her legal career, Allison served as an economist for the Ohio Legislative Service Commission.  In that position, she staffed the Senate Finance and Financial Institutions Committee for which she drafted amendments to and coordinated the State of Ohio’s biennial operating and capital budget bills.

[email protected]
175 South Third Street
Suite 1250
Columbus, OH 43215
Phone: (614) 987-1681

Brian Cooper concentrates on general obligation, income tax revenue, non-tax revenue and special revenue bonds.  Since 2003, Cooper has worked on 120 distinct project financings in Ohio representing over $2.75 billion in financed projects for municipal finance, economic development, utilities and infrastructure.  Cooper graduated from the Ohio State University in 2001 and is a municipal advisor registered with the Securities and Exchange Commission (SEC) and with the Municipal Securities Rulemaking Board (MSRB).

He has been a presenter at the Council of Development Finance Agencies’ national conference and serves as their muni bond advisor for both beginner and advanced bond courses and has also presented at the annual conferences for the Ohio Economic Development Association, the Ohio Government Finance Officers Association and is a guest lecturer at the Ohio State University.

Cooper joined Umbaugh in 2015 when his practice, ACI Advisors, LLC, merged with Umbaugh.  He is based in Umbaugh’s Columbus, Ohio, office and lives in Worthington, Ohio with his wife Patty and their three boys, Alex, Calvin and Ivan.

[email protected]
519 Madison Avenue
Toledo, OH 43604
Phone: (419) 321- 1057

Laura is a vice president and relationship manager for Huntington’s Government Banking division.  Laura has been with Huntington for 34 years, specifically supporting public fund and government banking clients for the past 17 years.  Prior to that, she held a variety of positions within Huntington, leading to her broad knowledge of bank services with emphasis on cash management.

Laura is a native of Northwest Ohio.  She is a former president of the YWCA of Greater Toledo’s board of directors and member of the St. Charles Mercy Hospital Foundation.  She is currently a member of the Mercy Foundation Annual Gifts Committee, Northeast and Central Ohio’s Treasury Management Association, Ohio GFOA, Fulton County Township Association and the University of Toledo Alumni Association.  Laura also serves as a Trustee for the Non-Governmental Caucus of the Toledo Metropolitan Area Council of Governments (TMACOG) as well as serves on the Education and Program Committee.

Laura earned a Bachelor of Science degree in business administration from the University of Toledo, majoring in management. She is a Certified Treasury Professional (CTP).

[email protected]
519 Madison Ave
Toledo, OH 43604-1206
Phone: (419) 249-3357

Todd has over 20 years of banking experience at Huntington, Sky Bank and KeyBank. Todd works with customers to enhance their cash flow cycle, improve cash position, streamline collection/payment processes, reduce risk and increase overall operating efficiency. Todd holds his MBA in finance and marketing from The University of Toledo and B.S. from The Ohio State University. Todd has served on the Bedford Economic Development Corporation as board member and Chairman, the Better Business Bureau of Northwest Ohio board and is the incoming chairman as well as other organizations.

[email protected]
30 East Broad Street
9th Floor
Columbus, OH 43215
Phone: (800) 228-1102

Jeremy Rzepka joined the Ohio Treasurer’s office in September 2016 as Deputy Legal Counsel. As Deputy Legal Counsel, Mr. Rzepka focuses on financial institutions, public finance, and public law. Prior to joining the Treasurer’s office, he worked in public accounting as a financial institutions auditor and he is a Certified Public Accountant. Mr. Rzepka received his Juris Doctor from the Moritz College of Law at The Ohio State University and his Bachelor of Science in Business Administration from The Ohio State University.

[email protected]
30 East Broad Street
9th Floor
Columbus, OH 43215
Phone: 614-728-9251

Mrs. Lewis oversees the Legislative, Policy and Constituent Affairs Department which serves as the liaison between the Treasurer’s office and the General Assembly. The department also identifies, researches, and develops policy positions and initiatives affecting the Treasurer’s office. Prior to arriving at the Treasurer’s office, Lizz worked as a Policy Advisor for former Speaker of the House, William G. Batchelder. She graduated with a Bachelor of Arts in Political Science from Kent State University.