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Financial Consultants in Evanston, IL

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37 results found

Lindsey Charles Chicago, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSoloistVocalistSingerPromoterDesignersPlannerBookkeeperManagerOperations ManagerSecretaryTeam MemberDepartment Store SalespersonRetail ProfessionalRetail SalespersonLawyers

Experience & Education

Position:
Search Docket Administrator at Cardinal Intellectual Property, Lead Singer at The Cell Phones
Title:
Search Docket Administrator at Cardinal Intellectual Property
Location:
Greater Chicago Area
Industry:
Performing Arts
Work history:
Cardinal Intellectual Property - Evanston, ILSearch Docket Administratorsince Aug 2011The Cell Phones Lead Singersince Jan 2008
Skills:
Creative Writing, Acting, Playwriting, Writing, Theatre, Singing, Social Media, Stage, Microsoft...
Languages:
German
financial advisor

Oliver Kupe Chicago, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSports TrainerPersonal TrainerSports TrainersFitness Trainer

Experience & Education

Position:
Wealth Management Advisor at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch Wealth Management
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Merrill Lynch - Greater Chicago AreaWealth Management Advisorsince Aug 2012Sports Made Personal Coach/Personal TrainerJul 2011 - May 2012

Clark Gapen Chicago, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveMarketing ManagerManagement ConsultantManagement AnalystAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBranch ManagerField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
First Vice President, Senior Investment Management Consultant, Financial Advisor at Morgan Stanley
Title:
First Vice President | Senior Invesment Management Consultant | Financial Advisorat Morgan Stanley
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Morgan Stanley First Vice President, Senior Investment Management Consultant, Financial Advisorsince Jan 1997Smith Barney - Evanston, ILBranch ManagerSep 1981 - Mar 1996

Heather Silver Chicago, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSchool PrincipalSchool AdministratorEducational ManagerChief Administrative OfficerChief ExecutiveFinance and Accounting SpecialistLoan AccountantAccounts Payable ManagerAccounts Payable SpecialistAccounts PayableAccounting BookkeeperBookkeeperBachelors DegreeBiotechnology ProfessionalBiologistBiological Scientist

Experience & Education

Position:
Principal at Silver Consulting Services
Location:
Greater Chicago Area
Industry:
Accounting
Work history:
Silver Consulting Services - Evanston, ILPrincipalsince May 2009Achaogen - South San Francisco, CAFinancial ConsultantMay 2009 - Jun 2010

Angel Burke Chicago, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperDirectorOperations ManagerFinancial Manager

Experience & Education

Position:
Sr. Financial Analyst - Treasury at Chicago Transit Authority, Financial Consultant, Director at *
Title:
Financial Analyst at Chicago Transit Authority
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Chicago Transit Authority - Chicago, ILSr. Financial Analyst - Treasurysince Oct 2012* - Greater Chicago AreaFinancial Consultant, Directorsince Sep 2011
Skills:
Options, Financial Analysis, Equities, Derivatives, Fixed Income, Securities, Portfolio Management, ...

Brad Verber Chicago, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Edward Jones - Evanston, ILFinancial Advisorsince Apr 2000
Skills:
Series 7, Equities, Portfolio Management, Wealth Management, Asset Management, Retirement Planning, ...

Mark Mooney Evanston, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersVice PresidentChief ExecutiveRelationship ManagerAccount Service ManagerClient Service OfficerCustomer ServiceOperations ManagerLoan Accountant

Experience & Education

Work

Company:
Self employed
Personal financial consultant
Company:
Banca intesa - New York, NY
Vice president - corporate relationship manager

Angela Loeffler Evanston, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalysts

Experience & Education

Work

Company:
Teamsters local union no
Pension analyst
Company:
Mb financial
Financial advisor, chartered retirement planning specialist, series

Sherri Austin Evanston, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount Service ManagerClient Service OfficerAcrobatCustomer Service

Experience & Education

Work

Company:
Publishing secrets
Business sales
Company:
Seneca design & training, inc.
Sales of customized training and services

Richard Hemwall Chicago, IL

Professions & Specialties

Portfolio ManagerFinancial ConsultantInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Portfolio Manager at Romano Wealth Management
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Romano Wealth Management - Evanston IlPortfolio Managersince Apr 1996Merrill Lynch - Northbrook IlFinancial ConsultantApr 1987 - Jun 1996

Steve Hagerty Chicago, IL

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFounderChief Executive OfficerChairpersonBoard MemberFounding MemberChief ExecutiveCorporate ExecutiveManagement Team ExecutiveOperations ManagerInvestorNon-ProfitAdvisorManagement AnalystAnalystsNurseNurse Practitioner

Experience & Education

Position:
President at HAGERTY CONSULTING, Executive Committee Board Member at Evanston Inventure, Early...
Title:
Founder & CEO of Emergency Management Consulting Firm
Location:
Greater Chicago Area
Industry:
Management Consulting
Work history:
HAGERTY CONSULTING Presidentsince Sep 2001Evanston Inventure Executive Committee Board Membersince Apr 2011
Skills:
Strategic Planning, Management Consulting, Program Management
Served as the primary financial consultant to FEMA

Dan Elddine Chicago, IL

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentAdvertising ProfessionalAdvertising Sales AgentData AnalystData Entry SpecialistData ScientistMaster of ScienceBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorManagersAnalysts

Experience & Education

Position:
Trader at Accuen
Location:
Greater Chicago Area
Industry:
Marketing and Advertising
Work history:
Accuen - Greater Chicago AreaTradersince Mar 2013Groupon - Chicago, ILEditorial Data AnalystMay 2011 - Mar 2013
Skills:
Economics, Stata, Econometrics, Statistics, Financial Modeling, Data Analysis, Financial Analysis,...
Languages:
Italian
Financial Advisor at Morgan Stanley

Scott Ebeling Evanston, IL

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentSchool PrincipalSchool AdministratorEducational ManagerAdvisorCommodity Trading AdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerHigher Education ProfessionalOperations ManagerServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Position:
Principal Advisor at Market Hedge Advisors LLC
Title:
Commodity and Financial Markets Professional
Location:
Evanston, Illinois
Industry:
Financial Services
Work history:
Market Hedge Advisors LLC - Evanston, ILPrincipal Advisorsince Jan 2012Ronin Capital - Chicago, ILPortfolio Manager (Power and Gas)Aug 2010 - Dec 2011
Certifications:
Series 3, FINRA
Series 65, FINRA
Global Trading Advisor/ Financial Consultant at Indosuez Carr/ Dean Witter

Doug Hood Chicago, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFounderVice PresidentFounding MemberChief ExecutiveAdvisorOperations ManagerSales ManagerConstructionSkilled ProfessionalAccount Service ManagerSales Account AssociateClient Service OfficerSales ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerRecruitmentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSalesForce AdministratorDatabase Administration ProfessionalDatabase AdministratorMaster of DivinityCustomer Service

Experience & Education

Position:
Founder at Impactful Conversations
Title:
Founder, Impactful Conversations
Location:
Greater Chicago Area
Industry:
Individual & Family Services
Work history:
Impactful Conversations - Greater Chicago AreaFoundersince Apr 2013Inheriting Wisdom - Greater Chicago AreaVP of Client RelationshipsMar 2012 - Apr 2013
Financial Advisor Magazine

Harry Riepl Chicago, IL

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial AnalystBusiness AnalystAnalystAnalystsModelSystems AdministratorTechnical Support SpecialistComputer Systems AdministratorSystems Support SpecialistSupport SpecialistsAccounting BookkeeperBookkeeperChairpersonChief ExecutiveOperations Manager

Experience & Education

Position:
Staff Financial Analyst at Allstate
Location:
Greater Chicago Area
Industry:
Education Management
Work history:
Allstate - Northbrook, ILStaff Financial Analystsince Jun 2013Pivot Point International - Evanston, IlFinancial Analyst / Business AnalystMar 2006 - Jun 2013
Financial Advisor at Morgan Stanley

Molly Hennessy Chicago, IL

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSummer AssociateParalegalStudent WorkerSports Game CoachIT Specialist

Experience & Education

Position:
Consultant in the Consulting by Degrees Program at IBM
Location:
Greater Chicago Area
Industry:
Mechanical or Industrial Engineering
Work history:
IBM - Chicago, ILConsultant in the Consulting by Degrees Programsince Oct 2012Beghou Consulting - Evanston, ILSummer AssociateJun 2011 - Aug 2011
Skills:
Engineering, Project Management, Process Improvement, New Business Development, Manufacturing
Intern for a Financial Advisor at Merrill Lynch

Dan Chen Chicago, IL

Professions & Specialties

DirectorChief Executive OfficerFinancial DirectorOperations ManagerCorporate ExecutiveChief ExecutiveFinancial OfficerFinancial ManagerModelFinance and Accounting SpecialistFinancial AnalystAccounting BookkeeperBookkeeper

Experience & Education

Position:
Director of Financial Planning and Analysis at Honor Finance
Location:
Chicago, Illinois
Industry:
Financial Services
Work history:
Honor Finance - Evanston, ILDirector of Financial Planning and Analysissince Jun 2012Colonnade Advisors - ChicagoFinancial Analyst (M&A)Feb 2006 - Jun 2011
Skills:
Mergers, Valuation, Due Diligence, Investment Banking, Corporate Finance, Financial Modeling,...
Certifications:
Series 7, Series 63
Financial Advisor at Ameriprise Financial Advisors

Chris Retson Chicago, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalProgrammerComputer ProgrammerCounselorAdvisorComputer Software ProfessionalSoftware DevelopersMarketing ConsultantMarket AnalystMarket Research AnalystManagerOperations ManagerTeaching AssistantEducational Assistant TeacherDesignersMaster of Business AdministrationHospital Care ProfessionalHealth ProfessionalHealth PractitionerConsumer Goods ProfessionalCommodities Clerk

Experience & Education

Position:
Consultant at University of Chicago Hospitals
Title:
Operational / Programmer Consultant
Location:
Greater Chicago Area
Industry:
Management Consulting
Work history:
University of Chicago Hospitals - Greater Chicago AreaConsultantsince May 2013University of Chicago - Greater Chicago AreaConsultantMay 2012 - Mar 2013
Skills:
VBA, Process Improvement, Process Engineering, Process Development, Management Consulting, Access,...

David Gimpel Chicago, IL

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Research OfficerChief ExecutivePlannerLeadership Think TankAnalystsCompliance ManagerFinancial ManagerFinisherGrinding and Polishing WorkerSchool AdministratorEducational Manager

Experience & Education

Position:
Investment Advisor at Hedeker Wealth Management
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Hedeker Wealth Management - Lincolnshire, ILInvestment Advisorsince Sep 2012The Maddox Group - Evanston, ILResearch DirectorJan 2009 - Sep 2012
Skills:
Investments, Portfolio Management, Wealth Management, Retirement Planning, RIA Operational...
Certifications:
Accredited Asset Management Specialist, The College for Financial Planning
Certified Wealth Preservation Planner, Wealth Preservation Institute
Financial Advisor & Wealth Management Strategist a..

Margaret Smith Chicago, IL

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentDoctor of ChiropracticChiropractorChiropractic DoctorPsychologistWellness and FitnessPsychology SpecialistLaw SpecialistLawyersResearch AssistantResearcherSurvey Researcher

Experience & Education

Position:
Light Touch Chiropractor at Chiropractic First
Title:
Doctor of Chiropractic
Location:
Greater Chicago Area
Industry:
Health, Wellness and Fitness
Work history:
Chiropractic First - Evanston ILLight Touch Chiropractorsince Jan 2012Chiro One - Greater Chicago AreaInsurance SpecialistMar 2009 - Dec 2011
Financial Consultant at Bickel & Brewer

Michael Murlas Chicago, IL

Professions & Specialties

Loan OfficersCapital Markets ProfessionalSenior DirectorSenior ManagerOperations ManagerInvestorLicensed Real Estate BrokerProperty ManagerReal Estate Sales AgentReal Estate ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Director, Investor Relations at ACRON USA
Title:
Senior Director, Investor Relations
Location:
Greater Chicago Area
Industry:
Real Estate
Work history:
ACRON USA - Greater Chicago AreaSenior Director, Investor Relationssince Sep 2012Sonnenschein Capital, LLC - Evanston, ILAssociate-Equity ManagmentFeb 2010 - Oct 2012
Financial Consultant at Maverick Capital

Colin Finn Chicago, IL

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerLeaderOrganization ManagementAdvisorManagersGovernorGovernment Administration OfficerCivil ServantBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Director of Alumni Development at Delta Upsilon International Fraternity
Title:
Director of Alumni Development
Location:
Greater Chicago Area
Industry:
Nonprofit Organization Management
Work history:
Delta Upsilon International Fraternity Director of Alumni Developmentsince May 2012Delta Upsilon International Fraternity Volunteer: Province Governor and Chapter AdvisorMay 2007 - May 2012
Skills:
Leadership, Recruiting, Program Management, Fundraising, Finance, Non-profits, Public Speaking,...
Financial Advisor at Edward Jones

David Friedman Chicago, IL

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveCounselorAdvisorChief Executive OfficerManagerCorporate ExecutiveOperations ManagerSupporting MemberAnalystTeam MemberAnalystsFinancial AnalystSurgeonSurgical SpecialistMaster of Business AdministrationBachelor of Business AdministrationWellness and FitnessParalegal

Experience & Education

Position:
Vice President at Silver Oak Services Partners, LLC
Title:
Vice President at Silver Oak Services Partners
Location:
Greater Chicago Area
Industry:
Venture Capital & Private Equity
Work history:
Silver Oak Services Partners, LLC - Evanston, ILVice Presidentsince Jun 2013Bain & Company - ChicagoConsultantSep 2011 - Jun 2013
Financial Consultant at Cleveland HeartLab

Scott Miller Chicago, IL

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHuman Resources SpecialistRecruitmentFinancial Manager

Experience & Education

Position:
Portfolio Manager at Romano Brothers & Co. Wealth Management
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Romano Brothers & Co. Wealth Management - Evanston, ILPortfolio Managersince Apr 2013Insperity Outside SalesOct 2010 - Oct 2011
Financial Consultant at Charles Schwab & Co

Bryan Ives Evanston, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMaster of ScienceApprenticeStudent WorkerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperGovernment Administration ProfessionalCommunity Service Manager

Experience & Education

Position:
Student at Medill School of Journalism, Northwestern University
Title:
Candidate, MS of Journalism, Northwestern University
Location:
Evanston, Illinois
Industry:
Online Media
Work history:
Medill School of Journalism, Northwestern University - Evanston, ILStudentsince Jan 2013Sports Media Challenge - Charlotte, NCInternFeb 2012 - Dec 2012
Financial Advisor at Edward Jones

Helen Dritakis Evanston, IL

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerRepresentativeRecruitment

Experience & Education

Work

Company:
Fifth third bank
Licensed retail banker
Company:
Lpbi
Investment representative

Skills

series 7 & 66 ; life, health, disability & variable contracts licenses, long term care...

Nancy Lomas Evanston, IL

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSales ExecutiveCabin AttendantRoom Service Food ServerFood Service WorkerFood and Beverages ProfessionalFood and Beverage AttendantSales Manager

Experience & Education

Work

Company:
Adt securities
Residential new sales executive
Company:
United airlines
Flight attendant

Christopher Pelham Evanston, IL

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSales AgentSenior Sales RepresentativeSales RepresentativeSenior Customer Service RepresentativeClient Service OfficerAccount ManagerCustomer ServiceAdvisorBachelor of ArtsSports Trainers

Experience & Education

Work

Company:
Enterprise software company
Account manager
Company:
The james group - Columbus, OH
Senior sales representative

Experienced Professional Evanston, IL

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAccount ManagerSenior Sales RepresentativeSenior Customer Service RepresentativeClient Service OfficerCustomer ServiceSports TrainerSports TrainersAdvisorBachelor of Arts

Experience & Education

Work

Company:
Enterprise software company
Account manager
Company:
Oracle partner
Senior sales representative

Rob Mockard Columbus, OH

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalFinancial DirectorOwnerFinancial OfficerFinancial ManagerChief ExecutivePartnerOperations ManagerManagement Team ExecutiveMaster of Business AdministrationBachelor of ArtsFinance and Accounting SpecialistCertified AuditorFinancial Compliance ExaminerAuditorAccounting BookkeeperBookkeeperConsumer Goods ProfessionalCommodities Clerk

Experience & Education

Position:
Independent Financial Consultant at Finance & Audit Services (Uninc.)
Title:
Independent Financial Consultant/ CFO/ Audit Executive serving a diverse client base.
Location:
Columbus, Ohio Area
Industry:
Accounting
Work history:
Finance & Audit Services (Uninc.) - Columbus, Ohio AreaIndependent Financial Consultantsince Aug 2012Tiny Dog CUPCAKE! - Evanston, ILOwner/ CFO/ Business Development LeadFeb 2010 - Aug 2012
Skills:
Business Planning, Risk Management, Financial Reporting, Strategy, Mergers, Business Strategy,...
Languages:
French (basic spoken & written), Japanese (basic spoken), Spanish (basic spoken)

Erik Cascio Hoffman Estates, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentEntrepreneurManagersManagerChairpersonOwnerOperations ManagerChief ExecutiveCertified Nurse AideNurseNurse PractitionerAdvertising ProfessionalAdvertising Sales AgentAccounting BookkeeperBookkeeper

Experience & Education

Position:
President/Owner at Cascio Marketing Group, Wealth Management at J.P. Morgan Chase Securities LLC.
Title:
Entrepreneur & Wealth Manager
Location:
Lake In The Hills, Illinois
Industry:
Marketing and Advertising
Work history:
Cascio Marketing Group - Greater Chicago AreaPresident/Ownersince Jan 2012J.P. Morgan Chase Securities LLC. - Greater Chicago AreaWealth Managementsince Jul 2011
Skills:
Marketing, Business Development, Public Speaking, Advertising, Market Research, Customer...
Financial advisor who oversees your entire banking..

Eric Huffman Sarasota, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvertising ProfessionalAdvertising Sales AgentTennis PlayerAthletesApprenticeSupporting MemberManagersTeam MemberRegistered Medical AssistantStudent WorkerMedical Support AssistantHealth Support WorkerHealthcare SupportMaster of ScienceBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperEntertainer

Experience & Education

Position:
Financial Consultant at Ringling College of Art and Design
Title:
Career Seeking, Sarasota Young Professional
Location:
Sarasota, Florida
Industry:
Marketing and Advertising
Work history:
Ringling College of Art and Design - Sarasota, FloridaFinancial Consultantsince Apr 2013NCSA Athletic Recruiting - Chicago, ILNational Collegiate ScoutNov 2011 - Aug 2012
Skills:
Brand Awareness, Brand Management, Brand Developement, Sports Marketing, Sports Management,...

Alexander Kerr Washington, DC

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentMarket AnalystMarket Research AnalystEntertainment ProfessionalEntertainerAnalystApprenticeAnalystsMaster of Business AdministrationStudent WorkerAdvertising ProfessionalAdvertising Sales AgentOrganization ManagementHigh School DiplomaManagerOperations ManagerResearcherMathematicsResearch SpecialistResearch ScientistSurvey ResearcherMathematicianAccounting BookkeeperBookkeeper

Experience & Education

Position:
Analyst, Database Marketing at Monumental Sports & Entertainment
Title:
Monumental Sports & Entertainment Database Marketing Analyst
Location:
Washington D.C. Metro Area
Industry:
Sports
Work history:
Monumental Sports & Entertainment Analyst, Database Marketingsince Jun 2013Wasserman Media Group - Raleigh-Durham, North Carolina AreaGlobal Consulting, Multicultural Marketing Division, MBA InternJan 2013 - May 2013
Skills:
Strategic Planning, Financial Analysis, Microsoft Excel, Business Development, Policy Analysis,...
Financial Advisor at Ameriprise Financial Services

Jonathan Eng New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAnalystGeneralistAnalystsResearcherResearch AssistantSurvey ResearcherFounderCo-OwnerFounding MemberChief ExecutiveOwnerSales PersonSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent Worker

Experience & Education

Position:
Analyst at Moelis & Company
Location:
Greater New York City Area
Industry:
Investment Banking
Work history:
Moelis & Company - New York, NYAnalystsince Jul 2012Moelis & Company - New York, NYSummer AnalystJun 2011 - Aug 2011
Worked directly with a Financial Advisor

Hongmei Xu San Francisco, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentEngineerTeaching AssistantEducational Assistant TeacherResearch AssistantResearcherSurvey ResearcherClient Service OfficerMatlab DeveloperData AnalystSoftware DeveloperSoftware DevelopersData Entry SpecialistData ScientistCertified Nurse AideStudent WorkerNurseNurse PractitionerDoctor of PhilosophyMaster of ScienceMaster of Communication DisordersBusiness AdministratorOperations AssociateAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations Manager

Experience & Education

Position:
Analytics Engineer at WD, a Western Digital company, Teaching Assistant at Northwestern University, ...
Title:
Analytics Engineer at WD, a Western Digital company
Location:
San Francisco Bay Area
Industry:
Mechanical or Industrial Engineering
Work history:
WD, a Western Digital company - FremontAnalytics Engineersince Aug 2013Northwestern University - Evanston, ILTeaching Assistantsince Sep 2011
Financial Advisor at Industrial and Commercial Ban..

John Jordan Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCo-FounderFounderFounding MemberChief ExecutiveEntrepreneurManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProject ManagersOperations ManagerContractorIndependent Business Owners

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor | Consultative Selling Professional | Tech Startup Co-Founder | Social Entrepreneur
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Merrill Lynch - Newport Beach, CaliforniaFinancial Advisorsince Aug 2012Impact Trader - Irvine, CACo-FounderJul 2011 - Aug 2012

Patrick Murphy Saint Marys, IN

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorApprenticeEntrepreneurAdvisorManagersBoard MemberChief Executive OfficerManagement Team ExecutiveOperations ManagerCorporate ExecutiveChief ExecutiveStudent WorkerContractorIndependent Business OwnersAccounting BookkeeperBookkeeperServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Position:
Strategy Consultant at Cape Town Activa, Business Development Intern at American Wind Wildlife...
Title:
Strategy Consultant at Cape Town Activa
Location:
Cape Town Area, South Africa
Industry:
Management Consulting
Work history:
Cape Town Activa - Cape Town Area, South AfricaStrategy Consultantsince May 2013American Wind Wildlife Institute Business Development Internsince Nov 2012
Languages:
English, German, Spanish
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Financial Consultants near Evanston, IL01,3132,6263,9395,2526,565ChicagoNorthbrookDes PlainesSkokieGlenviewOak ParkPark RidgeHighland ParkNilesSchiller Park



Financial Consultants around Evanston, IL

Chicago  (6,565)
Des Plaines  (31)
Glenview  (21)
Highland Park  (12)
Kenilworth  (1)
Morton Grove  (5)
Niles  (8)
Northbrook  (65)
Oak Park  (19)
Park Ridge  (15)
River Forest  (2)
River Grove  (1)
Skokie  (23)
Wilmette  (4)

Financial Consultants in Illinois

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