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Financial Consultants in Illinois

Financial Consultants in Northfield, IL

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20 results found

Ken Hong Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Financial Director • Senior Manager • Board Member • Financial Officer • Financial Manager • Operations Manager • Management Team Executive • Controller • Model • Consumer Goods Professional • Commodities Clerk • Investor • Project Managers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director of Finance at Kraft Foods Group
Title:
Director of Finance, Kraft Foods Group
Location:
Greater Chicago Area
Industry:
Consumer Goods
Work history:
Kraft Foods Group - Northfield, ILDirector of Financesince Aug 2010Kraft Foods Group - Northfield, ILSenior Manager, Corporate Planning & Asset ManagementMay 2006 - Aug 2010
Languages:
English, Korean
Certifications:
Certified Public Accountant, State of Illinois
Controller and financial advisor for all strategic
Full Profile

Parind Vora Des Plaines, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Counselor • Team Member • Advisor • Tax Preparer • Tax Accountant • Contractor • Finance and Accounting Specialist • Financial Analyst • Account Manager • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Information Technology Specialist • IT Specialist • Government Administration Professional • Biotechnology Professional • Biologist • Biological Scientist • Operations Manager • Community Service Manager

Experience & Education

Position:
Associate Financial Consultant at AST Corporation
Title:
Staff Financial Consultant at AST Corporation
Location:
Des Plaines, Illinois
Industry:
Accounting
Work history:
AST Corporation - Naperville, IllinoisAssociate Financial Consultantsince Jun 2013Community Tax Relief, LLC - Greater Chicago AreaTax Preparer / Tax AccountantOct 2012 - Apr 2013
Languages:
English, Hindi, Gujarati
Certifications:
Licensed Certified Public Accountant, AICPA
Full Profile

Kevin Mack Northfield, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Mack investment securities, inc
Financial advisor
Company:
Bankers life & casualty company
Insurance agent
Full Profile

Dan Gerding Chicago, IL

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Philanthrope • Guide • Non-Profit • Tour Guide • Chief Executive Officer • Manager • Corporate Executive • Chief Executive • Operations Manager

Experience & Education

Position:
Senior Wealth Transfer Specialist at BMO Harris Private Banking
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
BMO Harris Private Banking - Offices in Winnetka and Chicago, ILSenior Wealth Transfer Specialistsince Feb 2002Northwestern Mutual - Northfield, ILFinancial Services RepresentativeJul 1979 - Feb 2002
Skills:
High Net Worth Individuals, Buy-sell Agreements, Key Person Insurance, Wealth Transfer, Wealth...
Insurance and financial advisor to high net worth families and b..
Full Profile

Felicia O'malley Northfield, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Director • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Financial Consultant at Charles Schwab
Title:
Vice President, Financial Consultant at Charles Schwab & Co.
Location:
Winnetka, Illinois
Industry:
Financial Services
Work history:
Charles Schwab Vice President, Financial Consultantsince Aug 2010New York Life Insurance Company Director Institutional SalesAug 1990 - Jul 1995
Full Profile

Dennis Scully Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Global View Investment Advisors, Reg Rep at Essex Securities LLC
Title:
Reg Rep... Essex Securities, LLC
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Global View Investment Advisors - Northfield, ILFinancial Advisorsince Jan 2010Essex Securities LLC Reg Repsince 2007
Skills:
Securities, Socially Responsible Investing, Retirement Planning, Investment Strategies, Asset...
Full Profile

Dan Kucera Chicago, IL

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Director • Director • Financial Officer • Financial Manager • Operations Manager • Consumer Goods Professional • Commodities Clerk • Chief Executive • Leader • Volunteer • Analysts • Managers • Non-Profit • Bachelor of Science • Entertainment Professional • Entertainer • Recruitment

Experience & Education

Position:
Chief Financial Officer at AB Mauri North America
Location:
Greater Chicago Area
Industry:
Consumer Goods
Work history:
AB Mauri North America - St. Louis, MOChief Financial Officersince Dec 2012Redbox - Oak Brook, ILSr Director FP&AApr 2012 - Dec 2012
Skills:
Strategic Planning, Financial Planning, Business Analysis, Profitability Analysis, Budget...
Financial advisor and controller for $500M cost ba..
Full Profile

Alexander Benassi Chicago, IL

Professions & Specialties

Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Operations Manager • Financial Manager • Corporate Executive • Financial Analyst • Office Assistant • Analyst • International Affairs • Business Administrator • Office Clerk • Clerical Specialist • Analysts • Model • Bachelor of Arts • Master of Science • Research Assistant • Researcher • Survey Researcher

Experience & Education

Position:
Vice President, Private Wealth Management at J.P. Morgan, Private wealth management at Jp morgam
Title:
Vice President, J.P. Morgan
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
J.P. Morgan - Winnetka, ILVice President, Private Wealth Managementsince Oct 2011Jp morgam Private wealth managementsince 2011
Skills:
Financial Modeling
Languages:
English, French, Chinese
Financial Advisor at Morgan Stanley
Full Profile

Jordan Jacobs Chicago, IL

Professions & Specialties

Director • Founder • Operations Manager • Founding Member • Chief Executive • Fiduciary • Trust Law Attorney • Lawyers • Advisor • Non-Profit • Volunteer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director, Wealth Management at Estate & Trust Advisors
Title:
Director, Wealth Management
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Estate & Trust Advisors Director, Wealth Managementsince Mar 2010The Center for Financial Education - Northfield, ILFounder and DirectorJun 2011 - Jul 2012
Financial Advisor at MetLife Financial Services
Full Profile

Brian Parshall Chicago, IL

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Vice President • Marketing Manager • Chief Executive • Manager • Operations Manager • Director of Operations • District Manager • Sales Manager • Project Managers • Region Manager • Leader • Managers • Area Manager • Client Service Officer • Customer Service • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science

Experience & Education

Position:
Branch Manager at Bank of America
Location:
Greater Chicago Area
Industry:
Banking
Work history:
Bank of America - winnetka, ilBranch Managersince Dec 2012JPMorgan Chase - Greater Chicago AreaVice President, Branch ManagerOct 2010 - Oct 2012
Financial Advisor at Morgan Stanley
Full Profile

Josh Paolinetti Chicago, IL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Bartender • Representative • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Training and Development • Corporate Executive • Chief Executive • Secondary Education Professor • Education Teacher

Experience & Education

Position:
Bartender at Four Corners Tavern Group
Title:
Seeking new opportunities in the wine/spirits, finance, or food/beverage industry
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Four Corners Tavern Group - Chicago, ILBartendersince Oct 2007The McTigue Financial Network of Northwestern Mutual - Greater Chicago AreaFinancial RepresentativeJan 2013 - Feb 2013
Financial Advisor at AXA Advisors
Full Profile

John Mcconnell Chicago, IL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Co-Founder • Founder • Founding Member • Chief Executive • Computer Software Professional • Java Developer • Software Developers • Software Developer • Apprentice • Security • Student Worker • Corporate Executive • Operations Manager • Information Technology Specialist • Computer Scientists • IT Specialist • Office Clerk • Clerical Specialist • Marketing Professional • Advertising Sales Agent

Experience & Education

Position:
Co-founder at CoralPeak Consulting
Location:
Greater Chicago Area
Industry:
Computer Software
Work history:
CoralPeak Consulting - Champaign, ILCo-foundersince Aug 2012Symphono, LLC - ChicagoJava Development InternMay 2012 - Aug 2012
Financial Advisor
Full Profile

Aaron Bernstein Chicago, IL

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Consumer Goods Professional • Commodities Clerk • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Category Finance Manager- Sandwich Cheese at Kraft Foods Group
Title:
Finance Manager at Kraft Foods
Location:
Greater Chicago Area
Industry:
Consumer Goods
Work history:
Kraft Foods Group - Glenview, ILCategory Finance Manager- Sandwich Cheesesince Nov 2010Kraft Foods Group - Northfield, ILFinance Manager- Corporate FP&AMay 2008 - Nov 2010
Skills:
Financial Modeling
Financial Consultant at Merrill Lynch
Full Profile

Chris Pitaro Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Apprentice • Chief Executive Officer • Financial Director • Corporate Executive • Chief Executive • Financial Officer • Financial Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Bachelor of Science • Advertising Professional • Advertising Sales Agent • Student Worker

Experience & Education

Position:
International Tax Analyst at Mondelēz International
Location:
Greater Chicago Area
Industry:
Restaurants
Work history:
Mondelēz International - Deerfield, ILInternational Tax Analystsince Oct 2012Kraft Foods Group - Northfield, ILInternational Tax AnalystJan 2012 - Oct 2012
Skills:
Accounting, Financial Reporting, Excel, Accounts Receivable, Pricing, Billing, Microsoft Office
Financial Advisor at Renee's Raw Chocolate
Full Profile

Patrick Knight Northfield, IL

Professions & Specialties

Senior Sales Representative • Account Service Manager • Sales Representative • Sales Agent • Senior Customer Service Representative • Client Service Officer • Leader • Managers • Customer Service • Operations Manager

Experience & Education

Work

Company:
G and k services
Senior sales representative
Company:
Abc imaging - Chicago, IL
Major account executive
Full Profile

Lisa Hague Northfield, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Project Manager • Project Managers • Advisor • Vice President • Chief Executive • Cobol Developer • Computational Scientist • Network Systems Administrator • Computer Network Professional • Network Administrator • Systems Administrator • Computer Systems Administrator • Software Developer • Software Developers • Computer Scientists • Master of Business Administration • Associate in Applied Science

Experience & Education

Work

Company:
Magenium solutions - Wheaton, IL
Client - abn amro clearing chicago (aacc) sr. project manager
Company:
Apex systems, inc - Chicago, IL
Client - deutsche bank sr. project manager

Skills

TECHNOLOGY SKILLS Microsoft Project, Microsoft Office Suite, Data Warehousing, SharePoint,...
Full Profile

C. Hambleton Northfield, IL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Work

Company:
Wunderlich securities
Vice president wealth management
Company:
Orion capital management - Winnetka, IL
Financial services advisor and option portfolio manager
Full Profile

Mark Heath Green Oaks, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Insurance Professional • Underwriter • Owner • Chief Executive

Experience & Education

Position:
Financial Advisor at Heath & Associates, LLC
Title:
Insurance Professional specializing in retirement income planning
Location:
Lake Forest, Illinois
Industry:
Insurance
Work history:
Heath & Associates, LLC - Lake Forest ILFinancial Advisorsince Aug 2012Heath & Associates, LLC OwnerMar 2002 - Apr 2011
Full Profile

Bill James Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Associate Pastor • Pastoral Worker • Religious Worker • Clergy • PR and Communications Professional • Contractor • Public Relations Professinal • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Founding Member • Chief Executive

Experience & Education

Position:
Associate Pastor, South at The Church of the Good Shepherd (PCA)
Location:
Raleigh-Durham, North Carolina Area
Industry:
Religious Institutions
Work history:
The Church of the Good Shepherd (PCA) Associate Pastor, SouthWachovia Securities - Chapel Hill, NCFinancial AdvisorSep 2007 - Jul 2009
Full Profile

Douglas Wood Dallas, TX

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Business Analyst • Counselor • Analyst • Analysts • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Chief Executive • Training and Development • School Principal • Higher Education Professional • School Administrator • Educational Manager • Bachelor of Science • Master of Science • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Business Analyst Brokerage Operations at SunGard
Title:
Brokerage Operations and Technolgy Bard
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
SunGard - Irving, TXBusiness Analyst Brokerage Operationssince Apr 2012TD Ameritrade Manager Brokerage OperationsJan 2010 - Apr 2012
Certifications:
Series 7, FINRA
Series 9, FINRA
Financial Advisor Retail Clients at Thomson McKinn..
Full Profile

Financial Consultants near Northfield, IL01,3132,6263,9395,2526,565ChicagoNorthbrookEvanstonDes PlainesSkokieGlenviewBuffalo GroveOak ParkPark RidgeHighland Park


Financial Consultants around Northfield, IL

Bellwood  (5)
Bensenville  (4)
Buffalo Grove  (20)
Chicago  (6,565)
Des Plaines  (31)
Evanston  (37)
Forest Park  (6)
Glenview  (21)
Highland Park  (12)
Kenilworth  (1)
Melrose Park  (7)
Morton Grove  (5)
Niles  (8)
Northbrook  (65)
Oak Park  (19)
Park Ridge  (15)
River Forest  (2)
River Grove  (1)
Skokie  (23)
Wheeling  (9)
Wilmette  (4)
Wood Dale  (4)

Financial Consultants in Illinois

Sub-specializations

Financial Associate  (29)
Financial Consultant  (20)