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Financial Consultants in Illinois

Financial Consultants in Oak Brook, IL

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98 results found

Joseph Alotta Oak Brook, IL

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • School Principal • School Administrator • Educational Manager • Speaker • Spokesperson • Representative • Controlling Specialist • Controller • Financial Manager • Advisor • Accounting Bookkeeper • Bookkeeper • Partner • Operations Manager • Chief Executive • Mathematics • Mathematician • Bachelor of Science • Hospital Care Professional • Nurse • Nurse Practitioner • Health Professional • Health Practitioner • Software Developers • Trust Law Attorney • Lawyers

Experience & Education

Position:
Principal at Open Door Investment Advisors, Inc., Financial Advisor at Open Door Investment...
Title:
Portfolio Manager
Location:
Oak Brook, Illinois
Industry:
Investment Management
Work history:
Open Door Investment Advisors, Inc. - Oak Brook, Illinois 60523Principalsince 1996Open Door Investment Advisors, Inc. - Greater Chicago AreaFinancial Advisorsince Jan 1995
Languages:
Spanish, English
Full Profile

Denise Marchetti Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • Workforce Development Specialist • Training and Development

Experience & Education

Position:
Insurance-Based Financial Advisor at Mutual of Omaha
Title:
Insurance-Based Financial Advisor, Mutual of Omaha
Location:
Greater Chicago Area
Industry:
Insurance
Work history:
Mutual of Omaha - Rosemont, ILInsurance-Based Financial Advisorsince Dec 2011Allstate Insurance/Storrs Insurance Agency - Countryside, ILLicensed Sales ProducerJul 2011 - Dec 2011
Skills:
Licensed Life Insurance Agent, Long Term Care Insurance, Disability Insurance, Critical Illness,...
Full Profile

Ross Ebeling Oak Brook, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Market Analyst • Market Research Analyst • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Oak Brook, Illinois
Industry:
Financial Services
Work history:
Merrill Lynch - Oak Brook, ILFinancial Advisorsince Sep 2012Busey Wealth Management Financial Executive - Busey Investment ServicesJan 2011 - Sep 2012
Full Profile

Mark Long Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Associate Professor • Instructor • Pedagogue • Lecturer • Postsecondary Teacher • Master of Business Administration • Real Estate Sales Agent • Client Service Officer • Customer Service

Experience & Education

Position:
Vice President, Commercial Banking, and IL Healthcare Specialist at TCF Bank, Professor at Lake...
Title:
Vice President, Commercial Banking, and IL Healthcare Specialist at TCF Bank
Location:
Greater Chicago Area
Industry:
Banking
Work history:
TCF Bank - Burr Ridge, ILVice President, Commercial Banking, and IL Healthcare Specialistsince Mar 2012Lake Forest Graduate School of Management Professorsince Feb 2006
Keen interest in being a trusted financial advisor for companies with revenues betw..
Full Profile

Judy Sipek Chicago, IL

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Representative • Security • Team Member • Substitute Teacher • Educator • Education Professional • Instructor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Associate Financial Representative with M. Kathleen McDonald, CLU, CFP at McTigue Financial Group,...
Title:
Associate Financial Representative at McTigue Financial Group
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
McTigue Financial Group - Greater Chicago AreaAssociate Financial Representative with M. Kathleen McDonald, CLU, CFPsince Jan 2013Salt Creek Ballet - Westmont, ILSubstitute Teachersince Nov 2011
Languages:
French
Certifications:
Life and Health
Kathy McDonald is a Financial Advisor with the McTigue Financial Group..
Full Profile

Kit Lancaster Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Volunteer • Volunteer Coordinator • Investor • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Organization Management • Managers • Advisor • Founding Member • Chief Executive • Operations Manager

Experience & Education

Position:
Financial Advisor at GCG Financial, Volunteer, Volunteer Coordinator at Illinois Patriot Education...
Title:
Financial Advisor
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
GCG Financial - Bannockburn, ILFinancial Advisorsince 2011Illinois Patriot Education Fund - Chicago, ILVolunteer, Volunteer Coordinatorsince Dec 2011
Full Profile

David Silver Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Apprentice • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Model • Student Worker

Experience & Education

Position:
Transaction Services Associate - Valuation at PwC
Title:
Transaction Services Associate at PwC
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
PwC - Greater Chicago AreaTransaction Services Associate - Valuationsince Sep 2012McDonald's Corporation - Oak Brook, ILFinancial Consultant InternMay 2011 - Aug 2011
Skills:
Financial Modeling, Financial Analysis, Microsoft Excel, Accounting, Capital IQ, Bloomberg,...
Languages:
Spanish
Full Profile

Charlie Boyd Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Partner at The Business Strategies Group of Illinois, Financial Consultant at AXA...
Title:
Managing Partner of The Business Strategies Group of Illinois
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
The Business Strategies Group of Illinois - Oak Brook, ILManaging Partnersince Oct 2007AXA Advisors, LLC Financial Consultantsince 2007
Full Profile

Malisa Anantachai Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Civil Engineering • Project Managers

Experience & Education

Position:
Document Control Administrator at Aux Sable Liquid Products, Financial Consultant at World...
Location:
Greater Chicago Area
Industry:
Civil Engineering
Work history:
Aux Sable Liquid Products - Morris, ILDocument Control Administratorsince Jun 2011World Financial Group - Oak Brook, ILFinancial Consultantsince Oct 2008
Full Profile

Brian Ahern Oak Brook, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Assistant Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Baseball Player • Athletes

Experience & Education

Position:
CRPC®, Assistant Vice President, Financial Advisor at Merrill Lynch
Title:
CRPC®, Assistant Vice President-Financial Advisor at Merrill Lynch
Location:
Oak Brook, Illinois
Industry:
Financial Services
Work history:
Merrill Lynch - Oak Brook, IllinoisCRPC®, Assistant Vice President, Financial Advisorsince Jun 2012Morgan Stanley Smith Barney Financial AdvisorJun 2010 - Jun 2012
Skills:
Series 7, Investments, Portfolio Management, Equities, Mutual Funds, Financial Analysis, Financial...
Certifications:
Chartered Retirement Planning Counselor, College for Financial Planning
Full Profile

Ernie Cozzi Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Board Member • Financial Manager • Management Team Executive • Operations Manager • Advisor • Sales Representative

Experience & Education

Position:
Financial Consultant at J P Turner, President at Personalized Financial Resources,LLC
Title:
President at Personalized Financial Resources,LLC
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
J P Turner - Oak Brook IlFinancial Consultantsince Sep 2011Personalized Financial Resources,LLC Presidentsince Jan 1982
Skills:
Investments, Estate Planning, Financial Planning, Securities, Retirement Planning
Certifications:
Accredited Estate Planner, National Association Of Estate Planners & Councils
Chartered Financial Consultant, The American College
Full Profile

Julie Rosales Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supervisor • Analyst • Business Analyst • Process Analyst • Managers • Analysts • Model • Customer Service • Client Service Officer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Auditor • Psychologist • Lotus Notes Administrator • Database Administration Professional • Database Administrator • Team Leader • Operations Manager • Psychology Specialist

Experience & Education

Position:
Project Supervisor/Business Analyst at McDonald's Corporation
Title:
Financial Consultant/Project Supervisor at McDonald's Corporation
Location:
Greater Chicago Area
Industry:
Restaurants
Work history:
McDonald's Corporation - Oak Brook, IL 60523Project Supervisor/Business Analystsince Aug 2007Anthem Blue Cross Blue Shield (Subsidiary of WellPoint, Inc) Process Analyst IIJan 2004 - Aug 2007
Languages:
Polish
Full Profile

Jeff Kraus Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Board Member • Senior Vice President • Management Team Executive • Operations Manager • Vice President • Chief Executive • Volunteer • Non-Profit • Host • Financial Officer • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Board Member at University of Michigan Alumni Board-Chicago Chapter, Site Volunteer at BEDS Plus...
Title:
Senior Vice President-Investments at Wayne Hummer Investments, a Wintrust Wealth Company.
Location:
Greater Chicago Area
Industry:
Investment Management
Work history:
University of Michigan Alumni Board-Chicago Chapter - Chigao Area ChapterBoard Membersince Apr 2012BEDS Plus Care Homeless Shelter Site Volunteersince Jan 1997
Financial Advisor at Wintrust Wealth Management
Full Profile

John Berg Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Partner • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
First Vice President - Wealth Management at Morgan Stanley
Title:
First Vice President, Financial Advisor at Morgan Stanley
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Morgan Stanley - Oak Brook ILFirst Vice President - Wealth Managementsince Aug 1991Merrill Lynch - Oak Brook ILFinancial ConsultantJun 1986 - Aug 1991
Certifications:
Series 7, 63, 65, FINRA
Life and Health Insurance Licensed in several states, multiple states
Full Profile

Michelle Karceski Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Team Leader • Operations Manager • Tenor • Vocalist • Singer • Accounts Payable • Accounts Payable Specialist

Experience & Education

Position:
Senior Financial Consultant at Robert Half International
Title:
Senior Finanical Consultant at Robert Half International
Location:
Greater Chicago Area
Industry:
Oil & Energy
Work history:
Robert Half International - Oak Brook, ILSenior Financial Consultantsince Aug 2010BP - Warrenville, ILAudit Team LeadJan 1995 - Aug 2009
Full Profile

Kyle Chudom Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Managing Director, Wealth Advisor at Morgan Stanley
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Oak Brook, ILFinancial AdvisorJun 1985 - 2013
Skills:
401(k) Rollovers, Retirement Planning, Financial Planning, ETFs, IRA Rollovers, IRA's, Roth IRA,...
Full Profile

Luke Maciorowski Chicago, IL

Professions & Specialties

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

Experience & Education

Position:
Regional Vice President at The Bailey Group, Financial Consultant at AXA Advisors, LLC
Title:
Regional Vice President at TBG The Bailey Group, Financial Consultant with AXA Advisors, LLC.
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
The Bailey Group - Oak Brook, ILRegional Vice Presidentsince Mar 2012AXA Advisors, LLC Financial Consultantsince 2006
Full Profile

Jon Henning Oak Brook, IL

Professions & Specialties

Financial Consultant • Trader • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional

Experience & Education

Work

Company:
Bank of america-merrill lynch, pierce, fenner, & smith - Chicago, IL
Financial advisor
Company:
Dt trading, llc - Chicago, IL
Ten year option trader
Full Profile

Richard Lombard Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Information Technology Specialist • Computer Software Professional • IT Specialist • Software Developers • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Chief Executive

Experience & Education

Position:
Financial Advisor at LPL Financial
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
LPL Financial - Naperville, ILFinancial Advisorsince Mar 2013Morgan Stanley Smith Barney - Oak Brook, ILFinancial AdvisorDec 2011 - Sep 2012
Full Profile

Jantzen Brice Oak Brook, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Real Estate Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Wealth Management Advisor at Merrill Lynch
Location:
Oak Brook, Illinois
Industry:
Financial Services
Work history:
Merrill Lynch - Oak Brook, ILFinancial Advisorsince 2012Morgan Stanley Smith Barney - Oak BrookFinancial Advisor2011 - 2012
Full Profile

Shahzad Shamsuddin Chicago, IL

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Sales Person • Sales Support • Client Service Officer • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Chief Administrative Officer • Chief Executive • Customer Service • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Registered Sales Assistant at MB Financial Bank
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
MB Financial Bank Registered Sales Assistantsince Sep 2012MB Financial Bank - Oak Brook, ILPersonal BankerMar 2010 - Aug 2012
Certifications:
Series 7
Series 65
..administrative and sales support to Financial Advisor
Full Profile

Matthew Personette Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managing Broker • Owner • Financial Manager • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Morgan Stanley - Oak Brook, ILFinancial Advisorsince May 2012MGP Realty - Greater Chicago AreaManaging Broker & OwnerApr 2012 - Oct 2012
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Tim Roberts 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 The Pinnacle Planning Group, LLC
Title:
Financial Advisor with The Pinnacle Planning Group, LLC
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
The Pinnacle Planning Group, LLC - Oak Brook, ILFinancial Advisorsince Sep 2004
Full Profile

Ed Dunphy Chicago, IL

Professions & Specialties

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

Experience & Education

Position:
Corporate Retirement Director at Morgan Stanley
Title:
Corporate Retirement Director, Financial Advisor at Morgan Stanley
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Morgan Stanley - Oak Brook, IlCorporate Retirement Directorsince Oct 1995
Full Profile

Andrea Williams Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Manager • Chief Executive • Operations Manager • Supervisor • Managers • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Consultant at McDonald's Corporation
Location:
Greater Chicago Area
Industry:
Accounting
Work history:
McDonald's Corporation Financial Consultantsince Feb 2007McDonald's Corporation - Oak Brook, ILFinancial ConsultantDec 2004 - Feb 2007
Skills:
Financial Analysis, Accounting, Financial Reporting, Forecasting, Budgets, Sarbanes-Oxley Act, Cash ...
Languages:
Spanish
Full Profile

Adam Smolich Chicago, IL

Professions & Specialties

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

Experience & Education

Position:
Founding Partner at Clement Street Capital
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Clement Street Capital - Oak Brook, ILFounding Partnersince Jan 2012Whitnell & Co Financial AdvisorJan 2007 - Jan 2012
Skills:
Wealth Management, Financial Planning, Investments, Asset Management, Portfolio Management, Estate...
Full Profile

Matthew Gennuso Oak Brook, IL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Woodbury Financial Services, Financial Advisor at Gennuso Financial Group: Oak ...
Title:
Financial Advisor at Woodbury Financial Services
Location:
Oak Brook, Illinois
Industry:
Financial Services
Work history:
Woodbury Financial Services Financial Advisorsince Aug 2007Gennuso Financial Group: Oak Brook, IL - Oakbrook Terrace, ILFinancial Advisorsince Aug 2004
Full Profile

Michael Pesavento Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Representative • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Financial Analyst • Nurse • Nurse Practitioner • Operations Manager

Experience & Education

Position:
Energy Acquisition Analyst at Exeloncorp, Financial Consultant - Retirement Benefits Group at AXA...
Title:
Energy Acquisition Analyst at Exeloncorp
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Exeloncorp - Oak Brook IlEnergy Acquisition Analystsince Jun 2011AXA Advisors Financial Consultant - Retirement Benefits Groupsince Oct 2010
Full Profile

Bj Karman Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Partner at The Business Strategies Group of Illinois, Financial Consultant at AXA...
Title:
Managing Partner of The Business Strategies Group of Illinois, A Division of AXA Advisors, LLC
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
The Business Strategies Group of Illinois - Oak Brook, ILManaging Partnersince Sep 2011AXA Advisors, LLC Financial Consultantsince Oct 1987
Skills:
Licensed Life & Health Insurance Agent, Retirement Planning, Qualified Retirement Plans, Estate ...
Full Profile

Julian Gorman Oak Brook, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Operations Manager • Marketing Administrator • Representative • Master of Business Administration • Bachelor of Arts • Computer Software Professional • Information Technology Specialist • Software Developers • IT Specialist

Experience & Education

Title:
Sales and marketing
Location:
Oak Brook, Illinois
Industry:
Financial Services
Work history:
Merrill Lynch - 2021 Spring Rd, Suite 700, Oak Brook, IL 60523Financial AdvisorNov 2010 - Dec 2012UTI - Phoenix, AZSVP of Customer SolutionsSep 2002 - Oct 2009
Full Profile

Scott Wickman Oak Brook, IL

Professions & Specialties

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

Experience & Education

Position:
Vice President-Investments at Wells Fargo Advisors, LLC
Location:
Oak Brook, Illinois
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Oak Brook, IllinoisVice President-Investmentssince Nov 2011Merrill Lynch - Oak Brook, IL 60523Financial AdvisorJan 1984 - Nov 2011
Full Profile

Jonathan Blaisdell Chicago, IL

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at AXA Advisors, LLC
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
AXA Advisors, LLC - Oak Brook, ILFinancial Consultantsince Feb 2005
Full Profile

Bob Borchardt Oak Brook, IL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Raymond James Financial Services, Inc. Member FINRA/SIPC, Financial...
Title:
Financial Advisor at RJFS
Location:
Oak Brook, Illinois
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. Member FINRA/SIPC - Oak Brook, ILCertified Financial Plannersince 1998RJFS Financial Advisorsince Sep 1998
Full Profile

John Spear Chicago, IL

Professions & Specialties

Lending Officer • Financial Consultant • Loan Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Executive Vice President • Senior Vice President • Vice President • Chief Executive

Experience & Education

Position:
Senior Vice President at Mission Investment Fund of the ELCA
Title:
Executive Vice President and Chief Lending Officer at Mission Investment Fund of the ELCA
Location:
Greater Chicago Area
Industry:
Banking
Work history:
Mission Investment Fund of the ELCA - Chicago, ILSenior Vice Presidentsince Jul 2011- - Darien, IlFinancial ConsultantSep 2010 - Jul 2011
Full Profile

Shannon Wright Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Basketball Coach • Sports Game Coach • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Morgan Stanley Smith Barney at Morgan Stanley Smith Barney, Basketball Coach at Lemont High School
Title:
Morgan Stanley Smith Barney
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Morgan Stanley Smith Barneysince May 2006Lemont High School Basketball Coachsince Mar 2009
Assist Financial Advisor & Team with growing buisness wit..
Full Profile

Renee Cooper Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Legal Counsel • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Management Consultant • Management Analyst • Analysts

Experience & Education

Position:
Financial Consultant at Wintrust Wealth Management
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Wintrust Wealth Management - Hinsdale, ILFinancial Consultantsince 2011Accenture Management Consultant1982 - 1986
Full Profile

Fabian Villarreal Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager

Experience & Education

Position:
FP&A Manager at Ace Hardware
Location:
Greater Chicago Area
Industry:
Retail
Work history:
Ace Hardware - Oak Brook, ILFP&A Managersince Apr 2011Ace Hardware Retail Support Financial ConsultantJun 2007 - Apr 2011
Languages:
English, Spanish
Full Profile

Jeremy Scott Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Credit Analyst • Loan Accountant

Experience & Education

Position:
Senior Credit Analyst at Ace Hardware, Retail Financial Consultant at Ace Hardware Corporation
Title:
Retail Financial Consultant at Ace Hardware Corporation
Location:
Greater Chicago Area
Industry:
Retail
Work history:
Ace Hardware Senior Credit Analystsince Jan 2002Ace Hardware Corporation - Oak Brook, ILRetail Financial Consultantsince Jan 2002
Full Profile

Pete Soltesz Chicago, IL

Professions & Specialties

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

Experience & Education

Title:
Merrill Lynch Financial Advisor
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Merrill Lynch - Chicago West Complex, 2021 Spring Road, Oak Brook, IL 60523DirectorFeb 2011 - Mar 2012American Heart Association Cor Vitae Society2011 - 2012
Full Profile

Ron Doweidt Chicago, IL

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor & Income Portfolio Manager at Investment Advisor Corporation
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Investment Advisor Corporation Financial Advisor & Income Portfolio Managersince Sep 2012M Brown & Associates, Ltd Financial AdvisorAug 2005 - Aug 2012
Full Profile

Linda Cooney Oak Brook, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Substitute Teacher • Educator • Education Professional • Instructor • Paraprofessional • Support Worker • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Work

Company:
Bridgeview - Justice, IL
Substitute teacher/ paraprofessional
Company:
Realty executives - Downers Grove, IL
Realtor
Full Profile

Daniel Iverson Chicago, IL

Professions & Specialties

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

Experience & Education

Position:
First Vice President at Morgan Stanley
Title:
First Vice President/Financial Advisor Morgan Stanley Wealth Management
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Morgan Stanley - Oak Brook, ILFirst Vice Presidentsince Aug 1996Hallmark Cards District Retail TrainerJan 1983 - Aug 1996
Full Profile

Pat Lyons Chicago, IL

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Clerk • Clerical Specialist • Customer Service

Experience & Education

Position:
Account Administrator at Millennium Trust Company
Title:
Financial Services Professional
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Millennium Trust Company - Oak Brook, ILAccount Administratorsince May 2010Lyo Trading - Chicago Mercantile ExchangeClerk in S&P 500 Options PitMay 2008 - May 2010
Respond to high net worth clients and financial advisor inquiries
Full Profile

Ino Navarrete Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Person • Sales Representative • Senior Associate • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member

Experience & Education

Position:
Sales Consultant at Carmax, Senior Associate at Transamerica Financial Advisors, Inc., Senior...
Title:
Sales Consultant at Carmax
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Carmax - Hillside, ILSales Consultantsince Dec 2010Transamerica Financial Advisors, Inc. - 900 Jorie Blvd, Oak Brook, IL 60523Senior Associatesince Mar 2007
Full Profile

Patrick Terrazzano Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Edward Jones - 701 N. York Rd., Hinsdale, IL 60521Financial Advisorsince Sep 2011Fidelity Investments - Oak Brook ILSr. Account ExecutiveJan 1998 - Sep 2011
Full Profile

Darius Hicks Oak Brook, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Business Administrator • Athletes • Bachelor of Science • Sports Trainers • Sales Manager • Operations Manager

Experience & Education

Work

Company:
Td ameritrade
Investment consultant
Company:
Edward jones - Navarre, FL
Financial advisor

Skills

Series 7 & 66 Licenses CFA Level I Candidate
Full Profile

Martin Hare Chicago, IL

Professions & Specialties

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

Experience & Education

Position:
First Vice President Wealth Management at UBS Financial Services
Title:
Financial Advisor
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
UBS Financial Services - Oak Brook, ILFirst Vice President Wealth Managementsince Dec 2011Merrill Lynch Investment Managers Hedged InvestmentsOct 2004 - Dec 2011
Full Profile

Moya Belcaster Oak Brook, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Doctor of Medicine • Counselor • Advisor • Real Estate Manager • Chief Executive • Account Manager

Experience & Education

Work

Company:
Anne m. nickodem md pc
Consultant
Company:
Effectus, llc
Senior financial consultant and accountant
Full Profile

Howell Granger Chicago, IL

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at AXA Advisors, LLC
Title:
Retirement Planning Specialist
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
AXA Advisors, LLC - Oak Brook, ILFinancial Consultantsince Feb 2009
Full Profile

Renae Jaime Oak Brook, IL

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Restaurant Server • Food Server • Advisor

Experience & Education

Work

Company:
Aiu - Downers Grove, IL
Admissions advisor
Company:
State bank of countryside - Darien, IL
Financial counselor
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Financial Consultants near Oak Brook, IL01,3132,6263,9395,2526,565ChicagoNapervilleDowners GroveWheatonLisleDes PlainesOrland ParkGlendale HeightsLemontOak Park