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Financial Consultants in Wheaton, IL

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37 results found

Rob Freedman Chicago, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerMarketing ManagerSEO SpecialistAdvertising ProfessionalWeb MarketerAdvertising Sales AgentSalesForce AdministratorDatabase Administration ProfessionalDatabase AdministratorRecruitmentAdvisorAccounting BookkeeperBookkeeper

Experience & Education

Title:
Digital Marketing and Business Development Professional
Location:
Chicago, Illinois
Industry:
Marketing and Advertising
Work history:
HighTower - Chicago, ILManager, Digital MarketingJun 2011 - Jun 2013HigherEdJobs.com - Oak Park, ILSocial Media AdministratorJun 2009 - Dec 2011
Skills:
Digital Marketing, Marketing Strategy, Social Media Marketing, Google Analytics, Web Analytics,...
..media campaigns to support growing financial advisor teams

Douglas Jr. Wheaton, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount ManagerControllerServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeBuyer and Seller

Experience & Education

Work

Company:
Metlife insurance company, aurora, illinois
Financial consultant
Company:
Metlife insurance company, aurora, illinois
Account manager

Skills

* Financial Analysis, * Metrics and Reporting, * Process Analysis, * Project Management, * ...

Judy Sipek Chicago, IL

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberRepresentativeSecurityTeam MemberSubstitute TeacherEducatorEducation ProfessionalInstructorCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial 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..

Sijo Job Chicago, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberChairpersonChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperNurseNurse Practitioner

Experience & Education

Position:
Financial Advisor -Associate at JPMorgan Chase
Title:
Financial Advisor -Associate at JPMorgan Securities LLC
Location:
Greater Chicago Area
Industry:
Banking
Work history:
JPMorgan Chase - Bloomingdale, ILFinancial Advisor -Associatesince Jan 2013JPMorgan Chase - Wheaton, ILPrivate Client Banker--Vice PresidentOct 2011 - Dec 2012

John Cunningham Wheaton, IL

Professions & Specialties

TraderFinancial ConsultantCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Waddell & reed
Financial advisor
Company:
Chicago board of trade - Chicago, IL
Independent corn options market maker

John Cunningham Wheaton, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisor

Experience & Education

Work

Company:
Valic - Chicago, IL
Investment advisor
Company:
Waddell & reed - Oak Brook, IL
Financial advisor

Brad Novak Chicago, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBusiness Banking OfficerOperations ManagerSales RepresentativeDepartment Store SalespersonRetail ProfessionalRetail Salesperson

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Edward Jones - Wheaton, ILFinancial Advisorsince Apr 2012US Bank AVP, Business Banking OfficerMay 2010 - Apr 2012
Skills:
Series 7, Series 66, Illinois Life, Accident and Health

John Cunningham Wheaton, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisor

Experience & Education

Work

Company:
Valic - Chicago, IL
Investment advisor
Company:
Waddell & reed - Oak Brook, IL
Financial advisor

Sergey Klyachenko Wheaton, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProducer

Experience & Education

Work

Company:
Primerica
Insurance producer/ financial advisor

Dan Milinko Chicago, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProject EngineerEngineering SpecialistSystems Support SpecialistSupport Specialists

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor at Edward Jones Investments
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Edward Jones - Warrenville, ILFinancial Advisorsince Sep 2011In-Pipe Technology Company - Wheaton, ILProject EngineerJan 2009 - Jun 2011

Matthew King Wheaton, IL

Professions & Specialties

Financial ConsultantTraderFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerProperty ManagerReal Estate Manager

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor
Location:
Wheaton, Illinois
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince May 2010Knight Capital Group Desk Trader2009 - 2009

Adam Kalkman Chicago, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeAdvisorRepresentativePrivate InvestigatorInvestigatorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Transamerica, Private Investigator at Kalkman Investigations
Title:
Investment Broker and Investment Advisor Representative at Transamerica Financial Advisors
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Transamerica - Wheaton, ILFinancial Advisorsince Mar 2010Kalkman Investigations - Winfield, ILPrivate Investigatorsince Jan 2009
Skills:
PowerPoint, Retirement Planning, Insurance

Theresa Hannon Wheaton, IL

Professions & Specialties

Financial Services ProfessionalFinancial ConsultantFinancial Services Sales AgentOwnerChief ExecutiveCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at American Portfolios, Owner at Theresa Hannon Financial Group, Ltd., CPA, CDFA...
Title:
Independent Financial Services Professional
Location:
Wheaton, Illinois
Industry:
Financial Services
Work history:
American Portfolios - Wheaton, ILFinancial Advisorsince Jan 2010Theresa Hannon Financial Group, Ltd. - Wheaton, ILOwnersince Sep 1984

Mike Bare Chicago, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChairpersonChief Executive OfficerChief ExecutiveCorporate Executive

Experience & Education

Position:
Financial Advisor, AAMS at EdwardJones Investments
Title:
Financial Advisor, AAMS
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
EdwardJones Investments - Wheaton, ILFinancial Advisor, AAMSsince Oct 2007The Shevell Group President / Chief Executive OfficerApr 2006 - Jul 2007

Maribeth Fromm Wheaton, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentOffice AdministratorChief ExecutiveOperations ManagerBusiness AdministratorNon-ProfitManagersAdvisorGeneral EducationLawyers

Experience & Education

Work

Company:
Jpmorgan securities
Vice president, financial advisor
Company:
Edward jones - West Chicago, IL
Branch office administrator

Skills

Series 7, 63, 65, 66 Iicensed and Illinois Life and Health Licensed, Notary

Patrick Dunaway Wheaton, IL

Professions & Specialties

Financial ConsultantLoan OfficerFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersManagerOperations Manager

Experience & Education

Work

Company:
Edward jones investments
Financial advisor
Company:
Ace mortgage funding, llc
Senior loan officer/team manager

Skills

New Client Acquisition, Client Relations, Problem Solving, Needs Assessment, Task Management,...

Brett Keske Wheaton, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveAdvisor

Experience & Education

Work

Company:
Merrill lynch, pierce, fenner - Chicago, IL
Financial advisor
Company:
Jpmorgan
Vice president/financial advisor

Dominick Schmit Wheaton, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCoordinatorVolunteerApprenticeManagersNon-ProfitStudent Worker

Experience & Education

Work

Company:
Family shelter service
Social media coordinator volunteer
Company:
Northwestern mutual financial network - Lombard, IL
Financial advisor intern

Skills

Financial Analysis, Microsoft Excel and Access proficiency, Consulting

Mike Wiederholt Chicago, IL

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOwnerChief Administrative OfficerChief ExecutiveIndependent ConsultantSubject Matter ExpertAdvisorCounselorSkilled ProfessionalMarketing ConsultantMarket AnalystMarket Research AnalystTeam LeaderOperations ManagerMarketing ManagerManagersSoftware DeveloperJava DeveloperJavaScript DeveloperInformation Technology SpecialistSoftware DevelopersIT SpecialistBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner at Wiederholt Group
Title:
Owner, Wiederholt Group at Independent Consultant
Location:
Greater Chicago Area
Industry:
Internet
Work history:
Wiederholt Group - Greater Chicago AreaOwnersince Aug 2012FocusShares / Scottrade - Greater Chicago Area, St LouisSenior Digital Marketing Consultant / ETF Subject Matter ExpertJul 2011 - Sep 2012
..personalized to the specific financial advisor on a 3-tier

Jim Carter Wheaton, IL

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentBuilderConstruction SpecialistConstruction LaborerNon-ProfitAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProject ManagerBusiness AdministratorDeanHigher Education ProfessionalSchool AdministratorEducational ManagerMaster of Business AdministrationOperations ManagerMarketing ManagerProject ManagersBuyer and SellerSales RepresentativeProduct Specialist

Experience & Education

Title:
Successful Relationship Builder Seeking New Challenge In Higher Education, Health Care or Non-Profit Area
Location:
Wheaton, Illinois
Industry:
Financial Services
Work history:
Savant Capital Management AdvisorApr 2009 - Apr 2011Harris Private Bank Wealth AdvisorAug 2004 - Mar 2009
Financial Advisor at NationsSecurities Inc

Jesse Scott Chicago, IL

Professions & Specialties

Football CoachSports Game CoachParaprofessionalSupport WorkerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Paraprofessional to Special Services at WWSHS, Assistant Football Coach at Wheaton College
Title:
Assistant Football Coach at Wheaton College
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
WWSHS - Wheaton, ILParaprofessional to Special Servicessince Aug 2010Wheaton College Assistant Football Coachsince May 2010
Financial Consultant at NMFN

Mike Sheehan Wheaton, IL

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentDirectorSenior Vice PresidentOperations ManagerVice PresidentChief ExecutiveMarketing ProfessionalAdvertising Sales AgentBachelor of ScienceAdvisor

Experience & Education

Work

Company:
Bank of america merrill lynch - Chicago, IL
Director - global treasury sales
Company:
Treasury product consulting
Senior vice president

John Fickle Wheaton, IL

Professions & Specialties

DirectorSales ManagerSales DirectorOperations ManagerRelationship ManagerAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Actant
Director of na sales
Company:
The nasdaq stock market, inc - Chicago, IL
Director of sales/relationship manager

Kathleen O'Brien Wheaton, IL

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFounderDirectorFounding MemberChief ExecutiveOperations ManagerFiduciaryTrust Law AttorneyLawyersAdvisor

Experience & Education

Work

Company:
Tessera elder consulting, llc
Founder
Company:
Morgan stanley trust n.a - Chicago, IL
Senior trust officer and director

Skills

Series 7, 63 and 65

Martin Jordan Wheaton, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveMarketing ManagerOperations ManagerInvestorBusiness AdministratorMarketing AdministratorMaster of Business AdministrationBachelor of Arts

Experience & Education

Work

Company:
Northern trust
Wealth strategist
Company:
Morgan stanley smith barney
Vice president

Alan Segall Wheaton, IL

Professions & Specialties

Loan OfficerFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersProject ManagerSenior Project ManagerProject ManagersSenior ManagerOperations ManagerBusiness AdministratorAdvisorMaster of Business AdministrationNetwork Systems AdministratorComputer Network ProfessionalNetwork Administrator

Experience & Education

Work

Company:
Pls financial services inc - Chicago, IL
Project manager
Company:
Jp morgan chase - Chicago, IL
Senior project manager

Skills

MS Project, SharePoint, MS Office suite, Visio

Katherine Sedivy Wheaton, IL

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveCounselorAdvisorManagerOperations ManagerBusiness AdministratorMaster of Business AdministrationBachelor of Arts

Experience & Education

Work

Company:
Morgan stanley smith barney
Vice president, wealth advisory consultant
Company:
Bmo-harris bank, n.a
Wealth specialist

Upma Kumar Wheaton, IL

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerCounselorAdvisorFinancial OfficerFinancial Manager

Experience & Education

Work

Company:
Independent consulting
Consultant
Company:
Quatrro fpo solutions
Finance director

Tom Teune Wheaton, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControllerIndependent Business OwnersContractorSupervisorBusiness AdministratorAdvisorManagersMaster of Business AdministrationOperations Manager

Experience & Education

Work

Company:
Consulting and interim financial positions
Company:
Spitfire controls - Carpentersville, IL
Controller directing all the accounting functions

Jeffrey Daniels Wheaton, IL

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveRepresentativeOperations ManagerBusiness AdministratorMarketing AdministratorMaster of Business AdministrationBachelor of Arts

Experience & Education

Work

Company:
Morgan stanley smith barney
Vice president
Company:
Harris bank, n.a - Chicago, IL
Private bank representative

Chris Fossum Rochester, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveCounselorAdvisorSports TrainerSports TrainersPartnerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPsychologistEducatorEducation ProfessionalInstructorStudent WorkerNurseNurse PractitionerPsychology Specialist

Experience & Education

Position:
Vice President - ETFs, SMAs & MFs | External Advisor Consultant at First Trust Advisors L.P.
Title:
VP - ETFs, SMAs & MFs | First Trust | Financial Advisor Consultant | Social Media Coach
Location:
Rochester, New York Area
Industry:
Investment Management
Work history:
First Trust Advisors L.P. - Upstate New YorkVice President - ETFs, SMAs & MFs | External Advisor Consultantsince Jan 2012First Trust - Wheaton, ILInternal Advisor ConsultantDec 2009 - Jan 2012
Skills:
Portfolio Management, ETFs, Investments, Series 7, Uniform Combined State Law, Asset Managment,...

Chad Schleh Toledo, OH

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLab AssistantAssayerLaboratory ChemistChemical ProfessionalChemistSupervisorManagersFinancial AnalystAdvisorStudent WorkerChief ExecutiveDepartment Store SalespersonRetail ProfessionalRetail Salesperson

Experience & Education

Position:
Financial Services Specialist at Apprisen Financial Advocates
Title:
Financial Counselor at Apprisen
Location:
Toledo, Ohio
Industry:
Civic & Social Organization
Work history:
Apprisen Financial Advocates - Toledo, Ohio AreaFinancial Services Specialistsince Jan 2012Buswell Library - Wheaton, ILLab Assistant/ Circulation Desk SupervisorAug 2008 - Aug 2011
Certifications:
Certified Credit Counselor, National Foundation for Credit Counseling
Certified Housing Counselor, National Foundation for Credit Counseling

Kathleen O'brien Wilmington, DE

Professions & Specialties

Estate PlannerFinancial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerVice PresidentFounderChief ExecutiveFounding MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerFinancial ManagerMaster of ScienceAdvisor

Experience & Education

Position:
Vice President, Senior Trust Administrator at Wells Fargo Bank N.A.
Title:
Vice President & Senior Trust Administrator at Wells Fargo Bank
Location:
Wilmington, Delaware
Industry:
Financial Services
Work history:
Wells Fargo Bank N.A. - Wilmington, DelawareVice President, Senior Trust Administratorsince Jul 2012TESSERA Elder Consulting, LLC - Wheaton, ILFounderAug 2010 - Jul 2012
Certifications:
Certified Trust and Financial Advisor
Certified Senior Advisor

Noah Burns Santa Ana, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor - Stifel at Stifel Financial Corp.
Location:
Orange County, California Area
Industry:
Financial Services
Work history:
Stifel Financial Corp. - San Juan Capistrano, CAFinancial Advisor - Stifelsince Jul 2013First Trust Advisors L.P. - Wheaton, ILInternal WholesalerJan 2011 - Jul 2013
Certifications:
Series 7, 63, 65, FINRA

Melissa Rittenhouse Los Angeles, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVolunteerNon-ProfitChief ExecutiveProperty ManagerReal Estate Manager

Experience & Education

Title:
Financial Advisor
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
Transamerica - Woodland Hills, CAFinancial Advisor2013 - 2013Gils Riders Organization (GRO) - Orange County, CAVolunteer2012 - 2013
Certifications:
Life and Health License, California Department of Insurance

Lee Cole Lansing, MI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentRegional Vice PresidentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperUnderwriterOperations Manager

Experience & Education

Title:
Internal Wholesaler at Infinity Capital Partners
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
Alpha Solutions Management - Okemos, MIRegional Vice PresidentOct 2012 - Jun 2013Auto-Owners Insurance Annuity Specialist/UnderwriterOct 2009 - Oct 2012
Skills:
Fixed Annuities, Insurance, Banking, Sales Management, Tax, Coaching, Business, Series 7,...
Licensed Financial Consultant at National City Bank/ NatCit..

Michael Kelley Vero Beach, FL

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOwnerManagerChief ExecutiveOperations ManagerHR ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner/Operator at Chick-fil-A
Location:
Vero Beach, Florida
Industry:
Restaurants
Work history:
Chick-fil-A - Vero Beach, FLOwner/Operatorsince Jul 2013Chick-fil-A - Concord, NCManagerAug 2011 - May 2013
Financial Advisor at Edward Jones


Financial Consultants near Wheaton, IL01,3132,6263,9395,2526,565ChicagoHoffman EstatesNapervilleOak BrookSchaumburgDowners GroveAuroraLisleGlendale HeightsLemont



Financial Consultants around Wheaton, IL

Addison  (8)
Aurora  (46)
Batavia  (8)
Bellwood  (5)
Bensenville  (4)
Carol Stream  (11)
Chicago  (6,565)
Downers Grove  (49)
Elmhurst  (18)
Geneva  (19)
Hanover Park  (18)
Hillside  (7)
Hoffman Estates  (142)
Itasca  (15)
Lemont  (20)
Lisle  (33)
Melrose Park  (7)
Naperville  (120)
North Aurora  (10)
Oak Brook  (98)
Plainfield  (18)
Romeoville  (18)
Saint Charles  (16)
Schaumburg  (64)
South Elgin  (2)
Streamwood  (11)
Villa Park  (19)
Warrenville  (11)
Wayne  (2)
West Chicago  (8)
Westchester  (6)
Westmont  (11)
Willowbrook  (11)
Winfield  (9)
Wood Dale  (4)

Financial Consultants in Illinois

Sub-specializations

Financial Consultant  (37)