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Financial Planners in Illinois

Financial Planners in Chicago, IL

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250 results found

Pamela Mccloskey Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruiting Director • Recruitment • Personnel Manager • Personnel Specialist • Brand Planner • Brand Representative • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Marketing Manager • Operations Manager • Deputy Manager • Chief Executive • Representative • Non-Profit • Team Member • Nurse • Nurse Practitioner • Software Developer • Software Developers • Systems Administrator • Computer Systems Administrator • Dancing Teacher • Jurist • Legal Counsel

Experience & Education

Position:
Recruiting Specialist - Chicagoland Region at Thrivent Financial for Lutherans
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans Recruiting Specialist - Chicagoland Regionsince Apr 2010MetLife Recruiting DirectorApr 2005 - Apr 2010
Skills:
Key strengths include:, Retention & Growth, Leadership / Relationship Building, Organization &...
Full Profile

Rushabh Shah Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Web Developer • Information Technology Specialist • Java Developer • User Interface Designer • Software Developers • IT Specialist • Software Developer • Project Manager • Counselor • Planner • Advisor • Human Resources Specialist • Recruitment • Project Managers

Experience & Education

Position:
Sr Web Developer at Fitch Ratings
Location:
Greater Chicago Area
Industry:
Information Technology and Services
Work history:
Fitch Ratings - Greater Chicago AreaSr Web Developersince Aug 2012ComPsych Corporation - Chicago, ILSr Java DeveloperApr 2008 - Aug 2012
Languages:
English, Hindi, Gujarati
Full Profile

Robert Hemsen Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Planner • Senior Planner • Financial Director • Financial Officer • Financial Manager • Consumer Goods Professional • Commodities Clerk • Operations Manager • IT Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Business Planner at Gatorade
Title:
Senior Financial Planner at Gatorade
Location:
Chicago, Illinois
Industry:
Consumer Goods
Work history:
Gatorade - Greater Chicago AreaBusiness Plannersince Sep 2011PepsiCo - Purchase, NYSenior Planner for PepsiCo Americas New VenturesMar 2011 - Nov 2011
Full Profile

Will Rodenkirch Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Planner
Location:
Greater Chicago Area
Industry:
Insurance
Full Profile

Nick Tselekis Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Investor • Analyst • Analysts • Vice President • Financial Director • Operations Manager • Chief Executive • Financial Officer • Financial Manager • Bachelor of Science • Master of Science

Experience & Education

Position:
Senior Client Associate at RMB Capital
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
RMB Capital - Greater Chicago AreaSenior Client Associatesince Jul 2013Morgan Stanley Wealth Management - Greater Chicago AreaFinancial PlannerDec 2012 - Jul 2013
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Curt Matlin Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Vice President • Owner • Chief Administrative Officer • Chief Executive • Advisor • Counselor • Representative • Sales Agent • Sales Representative

Experience & Education

Position:
President at Curtis L. Matlin Financial Services
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Curtis L. Matlin Financial Services Presidentsince Oct 1990Matlin Computer Services VP - Marketing & OwnerSep 1984 - Sep 1990
Skills:
The Coordinated Financial Program helps integrate investment, tax, business & estate planning into...
Full Profile

William Rodenkirch Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Planner
Location:
Greater Chicago Area
Industry:
Insurance
Full Profile

Jerald Kammeyer Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Business Manager • Contractor • Controller • Independent Business Owners • Senior Vice President • Vice President • Operations Manager • Chief Executive • Philanthrope • Volunteer • Business Analyst • Security • Non-Profit • Analyst • Analysts • Staff Auditor • Financial Analyst • Certified Public Accountant • Internal Auditing Manager • Certified Auditor • Financial Compliance Examiner • Field Auditor • Accounting Bookkeeper • Bookkeeper • Department Manager • Board Member • Comptroller and Auditor General • Chief Audit Executive • Department Supervisor • Manager • Management Team Executive • Model • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Computer Network Professional • SharePoint Administrator • Network Administrator • Network Systems Administrator • Master of Business Administration • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Financial planning at Self Employed (Self-employed)
Title:
operations, finance, accounting & auditing professional
Location:
Greater Chicago Area
Industry:
Consumer Services
Work history:
Self Employed Financial planningsince 1990RR Donnelley Operations Business Manager (sector controller)Jan 1985 - Mar 1990
Skills:
Accounting, Auditing, Planning, Excel, Budgeting, Microsoft Office, Financial Reporting, Financial...
Full Profile

Kevin Phillips Chicago, IL

Professions & Specialties

Financial Consultant • Financial Planner • Equity Trader • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Trader • Capital Markets Professional • Advisor • Counselor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive

Experience & Education

Position:
Financial Advisor at GCG Financial
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
GCG Financial - Greater Chicago AreaFinancial Advisorsince 2011Great Point Capital - Greater Chicago AreaPartner, Senior Equity TraderJun 2005 - 2011
Full Profile

Stephen Smalenberger Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Tax Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Accountant at Network Accounting & Tax Solutions, P.C., Financial Planner Assistant at Phase 3...
Title:
Accountant
Location:
Greater Chicago Area
Industry:
Accounting
Work history:
Network Accounting & Tax Solutions, P.C. - Buffalo Grove, ILAccountantsince Dec 2009Phase 3 Advisory Services, Ltd. - Buffalo Grove, ILFinancial Planner Assistantsince Dec 2009
Skills:
Financial Planners, Investment Management, Tax Preparation, Retirement Planning, Wealth Management, ...
Full Profile

Michelle Davis Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Counselor • Project Manager • Advisor • Partner • Chief Administrative Officer • Chief Executive • Project Managers • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Instructor • Pedagogue • Author • Information Technology Specialist • Systems Manager • IT Specialist • Computer Systems Administrator • Sales Representative • Commodities Clerk • Software Developer • Information Systems Analyst • IT Analyst • Recruitment

Experience & Education

Position:
Sr. Network Consultant at Agility Networks
Location:
Greater Chicago Area
Industry:
Information Technology and Services
Work history:
Agility Networks Sr. Network Consultantsince 2007Haulmark Industries/UTC IT Systems ManagerJan 2005 - Jul 2007
Skills:
VMware ESX, VMware, Backup Exec, Disaster Recovery, Servers, Active Directory, Cisco Technologies,...
Certifications:
VCP 5, VMware
VCP 4, VMware
Full Profile

Mike Donnelly Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Project Manager • Advisor • Speaker • Construction • Spokesperson • Representative • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Produce Manager • Operations Manager • Director of Operations • Project Managers • Production Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Presenter • Food Preparer • Food Preparation Worker

Experience & Education

Position:
Project Manager at Morningstar, Inc.
Title:
Project Manager, Morningstar Inc.
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Morningstar, Inc. - Chicago, ILProject Managersince Nov 2010Advanced Sales & Marketing Corporation - Oakbrook Terrace, ILOperations ManagerJan 2008 - Nov 2010
Full Profile

Nicole Covganka Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Board Member • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Planner at Retirement Planning Group, Board Member at Greater Lincolnshire Chamber of...
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Retirement Planning Group Financial Plannersince Jul 2009Greater Lincolnshire Chamber of Commerce Board Membersince Jan 2009
Full Profile

Daniel Bondinell Chicago, IL

Professions & Specialties

Financial Planner • Senior Broker • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Owner • Founder • Chief Executive • Founding Member • Certified Nurse Aide • Nurse • Nurse Practitioner • Agent • Sales Representative • Services Professional • Sales and Service Specialist • Cooks • Human Resources Specialist • Personnel Specialist • Finance and Accounting Specialist • Certified Auditor • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper • Sports Trainers • High School Teacher • Secondary School Teacher

Experience & Education

Position:
Owner/Founder at Orange Insurance Group
Title:
Owner
Location:
Greater Chicago Area
Industry:
Insurance
Work history:
Orange Insurance Group Owner/Foundersince Jun 2012AMPOL Insurance Agency Senior BrokerSep 2011 - Jun 2012
Skills:
Health Insurance, Disability Insurance, Annuities, Sales Support, Inside Sales, Sales Management,...
Full Profile

Natalie Wyzgowski Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President of Sales • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Property Manager • Real Estate Manager • Sales Representative

Experience & Education

Position:
Vice President of Sales at Lightstone Group
Title:
Vice President of Sales at Lightstone Capital Markets
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Lightstone Group - Great Lakes RegionVice President of Salessince May 2013Independence Realty Securities, LLC - Mid-Atlantic RegionVice President of SalesFeb 2013 - May 2013
Full Profile

Becky Connery Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Financial Manager

Experience & Education

Position:
Student Finance Representative at DeVry Inc.
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
DeVry Inc. - Wood Dale, ILStudent Finance Representativesince Jan 2012Long Run Financial - Frankfort, ILFinancial PlannerOct 2010 - Apr 2012
Skills:
Personal Finance, Student Financial Aid, Student Loans, CampusVue, Financial Analysis, Cash Flow,...
Certifications:
Cerified Financial Planner (R)
Full Profile

Matthew Allgood Chicago, IL

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Board Member • Chief Executive • Management Team Executive • Operations Manager • Supporting Member • Team Member • Educator • Education Professional • Instructor

Experience & Education

Position:
Owner of Financial Advisory Practice at Ameriprise Financial at Ameriprise Financial Inc, Board...
Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Ameriprise Financial Inc Owner of Financial Advisory Practice at Ameriprise Financialsince Sep 2004Metropolitan Family Services Board Member and Associate Board Membersince 2003
Full Profile

Jerry Kammeyer Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Business Manager • Contractor • Finance and Accounting Specialist • Controller • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Senior Vice President • Vice President • Operations Manager • Chief Executive • Philanthrope • Volunteer • Non-Profit • Internal Auditing Manager • Certified Auditor • Financial Compliance Examiner • Field Auditor • Board Member • Comptroller and Auditor General • Chief Audit Executive • Department Supervisor • Manager • Management Team Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Master of Business Administration • Advertising Professional • Advertising Sales Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Financial planning at Self Employed (Self-employed)
Title:
financial planning at Self Employed
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Self Employed (Self-employed) Financial planningsince 1990RR Donnelley Operations Business Manager (sector controller)Jan 1985 - Mar 1990
Full Profile

Joseph Book Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Managers

Experience & Education

Title:
Financial Planner at Itasca Bank and Trust Co.
Location:
Greater Chicago Area
Industry:
Banking
Full Profile

Andrew Musbach Chicago, IL

Professions & Specialties

Financial Planner • Investment Analyst • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Chief Investment Officer • Financial Manager • Management Analysts • Student Worker

Experience & Education

Position:
Financial Planner at Balasa Dinverno Foltz LLC
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Balasa Dinverno Foltz LLC - Chicago, ILFinancial Plannersince Jul 2013Miami University Office of Treasury Services - Oxford, OHIntern Investment AnalystAug 2012 - Jan 2013
Full Profile

Sheila Murphy Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Equipment Tools Purchasing Agent • Counter Manager • Department Store Salesperson • Retail Professional • Retail Salesperson • Sales Representative • Coordinator • Managers

Experience & Education

Position:
Manager Facilities Maintenance at American Airlines, Chicago O'Hare International Airport
Title:
Manager Facilities Maintenance at American Airlines
Location:
Greater Chicago Area
Industry:
Airlines/Aviation
Work history:
American Airlines, Chicago O'Hare International Airport - Chicago O'Hare International AirportManager Facilities Maintenancesince Apr 2011American Airlines, Chicago O'Hare International Airport Customer Service Manager Facilities MaintenanceDec 2008 - Apr 2011
Full Profile

Mike Wirth Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Substitute Teacher • Educator • Education Professional • Instructor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Contractor

Experience & Education

Position:
Registered Reprsentative at Foresters Equity Services, Inc., Substitute Teacher at School District 158
Title:
Financial Planner/Teacher
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Foresters Equity Services, Inc. Registered Reprsentativesince Sep 2010School District 158 Substitute Teachersince Aug 2005
Full Profile

Don Debruin Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Planner at Blue Prairie Group
Location:
Greater Chicago Area
Industry:
Investment Management
Work history:
Blue Prairie Group Financial Planner
Full Profile

Karen Thomas Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Planner at Bank of America
Location:
Greater Chicago Area
Industry:
Banking
Work history:
Bank of America Financial Planner
Full Profile

Karin King Chicago, IL

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst

Experience & Education

Position:
Financial Advisor at Dickson & Associates, Financial Planner at Dickson&Associates
Title:
Financial Advisor at Dickson & Associates
Location:
Greater Chicago Area
Industry:
Insurance
Work history:
Dickson & Associates Financial AdvisorDickson&Associates Financial Plannersince 2008
Skills:
Insurance
Full Profile

Todd Diven Chicago, IL

Professions & Specialties

Certified Financial Planner • Financial Consultant • Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Advisor • Representative • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Wealth Advisor at Summit Wealth Advisors (Sole Proprietorship)
Title:
Wealth Advisor at Summit Wealth Advisors LLC; CPA/CFP; Registered Representative with Raymond James
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Summit Wealth Advisors Wealth Advisorsince Oct 2003Lincoln Financial Advisors Financial Planner2000 - 2003
Full Profile

Chuck Noparstak Chicago, IL

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Representative • Financial Manager

Experience & Education

Position:
Financial Planner, CFP at Equitrust Financial Group, Ltd., 401k Specialist at Equitrust Financial...
Title:
401k Specialist at Equitrust Financial Group, Ltd
Location:
Greater Chicago Area
Industry:
Investment Management
Work history:
Equitrust Financial Group, Ltd. Financial Planner, CFPsince Jul 1991Equitrust Financial Group, Ltd 401k Specialistsince May 1985
Skills:
401k, Wealth, Retirement, Wealth Management, Retirement Planning, Investments, Portfolio...
Full Profile

Travis Schaffer Chicago, IL

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Valic
Financial planner
Company:
Uvest financial services - Des Plaines, IL
Financial consultant
Full Profile

Johann Haraldsson Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Chief Administrative Officer • Operations Manager • Chief Executive • Customer Service • Client Service Officer • Human Resources Specialist • Recruitment

Experience & Education

Position:
Financial Planner at Great Light Fee Only Advisors
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Great Light Fee Only Advisors - 847-556-9299Financial Plannersince Oct 2012Northwestern University Facilities Management, Manager of Administrative ServicesMay 1998 - Jan 2009
Full Profile

Ken Melotte Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Financial Manager • Psychology Specialist

Experience & Education

Position:
Financial Planner at Plante Moran Financial Advisors
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Plante Moran Financial Advisors Financial Plannersince Aug 2007Ameriprise Financial ParaplannerOct 2006 - Jun 2007
Skills:
Investment Planning for High Net Worth Individuals/Families, Foundations and Endowments
Full Profile

John Bucher Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Experienced Investment Professional at Abacus Financial
Title:
President at Abacus Financial
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Abacus Financial Experienced Investment Professionalsince Aug 2004Prudential - Greater Chicago AreaFinancial PlannerJan 1998 - Sep 2004
Skills:
Business Analysis, Retirement Planning, Fixed Annuities, Strategic Financial Planning, Mutual...
Full Profile

Adam Glassberg Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Tax Preparer • Tax Accountant

Experience & Education

Position:
Financial Planning Associate at D3 Financial Counselors
Title:
Financial Planner at D3 Financial Counselors
Location:
Greater Chicago Area
Industry:
Investment Management
Work history:
D3 Financial Counselors Financial Planning Associatesince Jun 2008Iovest developmet LLC AccountantJun 2008 - Nov 2008
Full Profile

James Lohse Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Founder • Partner • Founding Member • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Founder and Partner at Independence Capital Financial Partners
Title:
Founder and Partner at Independence Capital Financial Partners LLC
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Independence Capital Financial Partners - 555 E. Butterfield Rd, Suite 212 Lombard, IL 60148Founder and Partnersince Mar 2012Chicago Oakbrook Financial Group Financial PlannerMar 1987 - Feb 2012
Full Profile

Mansoor Ahmed Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Non-Profit

Experience & Education

Position:
Managing Director at Physicians Planning Group
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Physicians Planning Group Managing Directorsince Dec 2007MetLife Financial Services Investment AdvisorMay 1999 - Dec 2007
Full Profile

Tom Lenkiewicz Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Advisor • Team Member • Wellness and Fitness • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate Weath Advisor at Northern Trust, Financial Planner at ComPsych
Title:
Associate Weath Advisor at Northern Trust
Location:
Greater Chicago Area
Industry:
Health, Wellness and Fitness
Work history:
Northern Trust Associate Weath Advisorsince Aug 2012ComPsych Financial Plannersince 2008
Skills:
Estate Planning, 1031 Exchanges, Profit Sharing, Retirement Planning, 401k, Financial Planners,...
Languages:
English, Polish, German, Russian
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards Inc.
Full Profile

James Han Chicago, IL

Professions & Specialties

Trader • Financial Planner • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Loan Officers • Credit Manager • Sales Manager • Sales Director • Sales Account Associate • Sales Executive • Loan Accountant

Experience & Education

Position:
Trader at Macro Alpha Advisors
Title:
Trader, CFA Candidate
Location:
Greater Chicago Area
Industry:
Investment Management
Work history:
Macro Alpha Advisors - Greater Chicago AreaTradersince Aug 2011Prudential Financial, Kappel & Apple, BWS Group - Greater Chicago AreaSales Manager, Financial Planner, Sales AssociateJan 2003 - Jul 2011
Languages:
English, Korean
Full Profile

Lisa Navarrete Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Chief Administrative Officer • Chief Executive • Supplier • Equipment Tools Purchasing Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Administrative Assistant at Chicagoland Cabling Solutions, Inc.
Location:
Greater Chicago Area
Industry:
Telecommunications
Work history:
Chicagoland Cabling Solutions, Inc. Administrative Assistantsince Feb 2004Northwestern College Financial PlannerFeb 2001 - May 2006
Languages:
Spanish
Full Profile

Larry Zielonka Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Instructor • Pedagogue • IT Consultant • Financial Officer • Financial Manager • Chief Executive

Experience & Education

Position:
College Instructor at Northwestern University, College Instructor at Webster University Graduate...
Title:
CPA, College Instructor, Financial Planner, IT Consultant
Location:
Greater Chicago Area
Industry:
Accounting
Work history:
Northwestern University College Instructorsince Sep 1999Webster University Graduate School Of Management College Instructorsince Jan 1994
Full Profile

Bob Gephart Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner
Location:
Greater Chicago Area
Industry:
Financial Services
Full Profile

Laura Bogwill Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director of Customer Operations • Marketing Manager • Advertising Professional • Advertising Sales Agent

Experience & Education

Position:
Account Director at The August Jackson Company
Location:
Greater Chicago Area
Industry:
Marketing and Advertising
Work history:
The August Jackson Company Account Directorsince Mar 2010Collins Financial Planning Services, Inc Financial PlannerJan 2005 - Mar 2010
Full Profile

Rose Feigl Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Guide • Tour Guide • Customer Service • Client Service Officer • Psychologist • Recruitment • SalesForce Administrator • Database Administration Professional • Database Administrator • Childcare Worker • Childcare Workers • Psychology Specialist

Experience & Education

Position:
Admissions Advisor at DeVry Inc.
Location:
Greater Chicago Area
Industry:
Higher Education
Work history:
DeVry Inc. Admissions Advisorsince May 2010Lutherbrook Child and Adolescent Center Child Care WorkerJun 2008 - Dec 2010
Full Profile

Jordan Levine Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Registered Representative / Financial Planner at PJL Financial Group, Member at DeCarl, Levine...
Title:
Insurance Brokerage / Financial Planner
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
PJL Financial Group Registered Representative / Financial Plannersince Oct 2010DeCarl, Levine & Friedman LLC Membersince Jul 2004
Full Profile

Nate Eads Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Planner • Senior Planner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Client Fulfillment Manager/Financial Planner at Moller Financial Services
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Moller Financial Services Client Fulfillment Manager/Financial Plannersince May 2007Ehlert Financial Group Senior PlannerJan 2003 - Mar 2007
Full Profile

Nik Gladkin Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Retirement and Financial Planner at Pedersen Financial Partners
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Pedersen Financial Partners Retirement and Financial Plannersince May 2008
Skills:
Knowledge of the Medicare and Medicaid programs, Developing retirement plans for final expense and...
Full Profile

Jennifer Barthold Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Graphic Design Specialist • Graphic Designer • Marketing Professional • Marketing Administrator • Advertising Sales Agent • Marketing Manager • Software Developers

Experience & Education

Position:
Marketing Communications Specialist at Con-Tech Lighting, Freelance Graphic Designer at jb ink
Title:
Graphic Design and Marketing Professional
Location:
Greater Chicago Area
Industry:
Graphic Design
Work history:
Con-Tech Lighting Marketing Communications Specialistsince Feb 2005Jb ink - Greater Chicago AreaFreelance Graphic Designersince Jul 2002
Full Profile

Patty Tipton Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at KCD Financial, Inc, Financial Planner at Oak Brook Benefit Resources
Title:
Financial Planner at KCD Financial, Inc
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
KCD Financial, Inc - 2625 Butterfield Road, Suite 224 South, Oak Brook, IllinoisFinancial Plannersince Nov 2012Oak Brook Benefit Resources Financial Plannersince Jul 2011
Full Profile

Richard Bazuin Chicago, IL

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Division Manager • Department Supervisor • Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at Turner Financial Services
Title:
Financial Planner at Turner Financial Services
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Turner Financial Services Financial AdvisorWaddell & Reed Division Manager/Registered Rep1980 - 2003
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Joe Gallego Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Admiral

Experience & Education

Position:
Owner at AGM Investment Group
Title:
Financial Planner, A G M Investment Group
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
AGM Investment Group Ownersince Jan 1997ADM Investor Services Vice President, ADM SecuritesJan 1990 - May 1998
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Mark Weinstein Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Controller • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Undertakers • Contractor • Chief Executive

Experience & Education

Position:
Asst. Financial Planner and Accountant at Personal Financial Planning
Title:
Asst. Financial Planner at Personal Financial Planning
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Personal Financial Planning - Deerfield, IllinoisAsst. Financial Planner and Accountantsince Nov 2007Universal Transportation d/b/a MedStar M - Bellwood, ILControllerFeb 2006 - Nov 2007
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Matthew Epps Chicago, IL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Research Assistant • Researcher • Survey Researcher

Experience & Education

Position:
Financial Planner at HBW Insurance & Financial Services, Inc.
Location:
Greater Chicago Area
Industry:
Investment Banking
Work history:
HBW Insurance & Financial Services, Inc. - Chicago, ILFinancial Plannersince Aug 2013University of Chicago Booth School of Business Research AssistantMar 2011 - Jun 2013
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Financial Planners near Chicago, IL012345EvanstonSkokieForest ParkOak ParkRiver Forest