Top Client Associates in Greater Chicago Area

Ela Gardner

Senior Marketing Manager

Greater Chicago Area

Senior Marketing Manager

Marketing Manager

Director on Board

Senior Marketing and Operations Specialist

Client Associate and Special Interest Group Manager

Claremont McKenna College

Recommendations: 8

Microsoft Dynamics

SharePoint

Google Analytics

Google Adwords

Survey Monkey

Web Content Management

Content Writing

Social Media Marketing

Amanda Gallop

Private Client Associate

Greater Chicago Area

Private Client Associate

MBA Candidate

Finance/E-Commerce Intern

Washington University in St. Louis - Olin Business School

IDC Herzliya

Latin School of Chicago

Recommendations: 7

Social Media

Microsoft Office

Microsoft Word

Public Speaking

Facebook

Teamwork

PowerPoint

Microsoft Excel

Cindy Gorney

Teacher

Greater Chicago Area

Teacher

Consultant

Receptionist / Administrative Assistant

Client Associate

Office Assistant -Temp

Administrative Assistant -Temp

IT Help Desk -Temp

Receptionist, human resources assistant and event planner-Temp

Sr. Procurement Clerk

Administrative Assistant

Receptionist

College of DuPage

Rasmussen College

College of DuPage

Recommendations: 4

Access

Customer Service

Data Entry

Outlook

Office Management

Process Scheduler

SAP

Time Management

Ayanna T. Alexander,MBA, MISM

Territory Sales Consultant

Greater Chicago Area

Territory Sales Consultant

Talent Acquisition Project Coordinator

Investment Client Associate

Assistant Vice President / Business Banker

Assistant Vice President / Senior Business Banking Officer

Professional Sales Representative

Regional Sales Representative

Project Administrator

Keller Graduate School of Management of DeVry University

Alabama State University

Recommendations: 3

CRM

Sales

Leadership

Cross-functional Team Leadership

Strategy

Portfolio Management

Project Management

Sales Operations

Karla A. Cain

Owner, Ayurveda Health Counselor

Greater Chicago Area

Owner, Ayurveda Health Counselor

Photographer and Owner

Senior Client Associate

Business Devlopment Associate

Complex CSA Coach

Senior Registered Associate

CSA

Trading Floor Desk

LifePower Yoga Teacher Training (Lifetime Fitness)

Kanyakumari Ayurveda & Yoga - Milwaukee, WI

IACET Universal Class

Kaplan Financial

Recommendations: 3

series 3

Series 6

Series 7

Series 63

series 66

Life Insurance

Alternative Investments

Investments

b****[email protected]

Brian Reed

Client Associate

Greater Chicago Area

Client Associate

Regional Sales Director

National Sales Director

Director, Strategic Accounts

Territory Manager

Director, Strategic Business Development

University of Kansas

Chaminade College Prep

Recommendations: 2

b****[email protected]

Elena Katz

Internal Advisor Consultant

Greater Chicago Area

Internal Advisor Consultant

Artist

Mutual Fund Consultant

Client Associate

Branch Service Associate

Intern

DePaul University

Loyola Academy

Recommendations: 2

Mutual Funds

Asset Allocation

Alternative Investments

Closed-end Funds

ETFs

Separately Managed...

Unit Investment Trusts

Sales

Zach Goldman

Director

Greater Chicago Area

Director

Analyst

Private Client Associate

New York University - Leonard N. Stern School of Business

University of Delaware - Lerner College of Business and Economics

Severn School

Recommendations: 0

Investments

Real Estate

Asset Management

Alternative Investments

z****[email protected]

Kristina Noth, CLU

Investment Associate

Greater Chicago Area

Investment Associate

Registered Client Associate

Financial Representative

Beverage Cart

Student Consultant

Intern

DePaul University

Recommendations: 0

Patrick CPA

Senior Associate

Greater Chicago Area

Senior Associate

Assurance Associate

Client Associate Intern

WBEZ Radio Station

Providence College

Recommendations: 0

p****[email protected]

Kait Koeppler

Director of Talent Acquisition

Greater Chicago Area

Director of Talent Acquisition

Staffing Consultant

Financial Advisor Assistant

Assistant Client Associate

Marquette University

Universiteit Antwerpen

Recommendations: 0

SmartStation

Accounting

QuickBooks

Financial Analysis

Microsoft Office

Consultation

Recruiting

Finance

Hilda Corral

Vice President - Corporate Finance

Greater Chicago Area

Vice President - Corporate Finance

Assistant Vice President - Corporate Finance

Business Analyst/Associate/Assistant Vice President - GE Equity

Investment Analyst

Financial Analyst

Client Associate

DePaul University - Charles H. Kellstadt Graduate School of Business

DePaul University

Immaculate Heart of Mary High School

Recommendations: 0

Portfolio Management

Private Equity

Investments

Equities

Debt

Equipment Finance

Loan Origination

Finance

h****[email protected]

Eliza Ulaszek

Senior Registered Client Associate

Greater Chicago Area

Senior Registered Client Associate

Client Representative

Customer Service Associate

Northeastern Illinois University

Recommendations: 0

Investments

Portfolio Management

Microsoft Excel

Microsoft Word

Data Management

Microsoft Office

Outlook

Customer Relations

Michelle Kleiman

Associate Manager, Consumer Insights

Greater Chicago Area

Associate Manager, Consumer Insights

Innovation Insights

Associate Manager, BASES Client Consulting

Client Associate

Retail Market Management, Marketing Intern

Miami University

Miami University Dolibois European Center

Recommendations: 0

Market Research

Consumer Insights

Innovation Consulting

Brand Development

Demand Forecasting

Product Innovation

Marketing Strategy

Predictive Modeling

Donna Shin, MBA

Investment Analyst

Greater Chicago Area

Investment Analyst

Senior Registered Client Associate

Marketing Intern

Private Wealth Relationship Manager

Private Wealth Analyst, Investments

Loyola University of Chicago - Graduate School of Business

Loyola University of Chicago

Sogang University

Lake Forest High School

Recommendations: 0

Customer Service

Analysis

Microsoft Excel

Microsoft Office

Sales

Event Planning

Social Media Marketing

Cold Calling

d*****@asmiusa.com

Bryan CFA

Client Advisor

Greater Chicago Area

Client Advisor

Registered Client Associate

Sr. Broker/Dealer Sales Associate

Financial Advisor

The University of Chicago - Booth School of Business

University of Wisconsin-Madison

Recommendations: 0

b****[email protected]

Margaret Archibald

Senior Private Client Associate

Greater Chicago Area

Senior Private Client Associate

Private Client Associate

Intern

Sales Associate

Production Assistant

Sales Associate

University of Notre Dame - Mendoza College of Business

University of Notre Dame - Study Abroad Rome: John Cabot University

Regina Dominican High School

Recommendations: 0

PowerPoint

Microsoft Excel

Microsoft Word

Microsoft Office

Social Media

Access

Editing

Photoshop

Lydia Barrett

Marketing Manager

Greater Chicago Area

Marketing Manager

Territory Business Manager

Marketing Development Program

MBA Candidate, Class of 2013

Marketing Development Program Intern

Global Strategy Consultant

Private Client Associate

Paralegal

Northwestern University - Kellogg School of Management

Northwestern University

Universidad de Sevilla

The London School of Economics and Political Science (LSE)

Jagiellonian University

Recommendations: 0

Financial Modeling

Strategy

Financial Analysis

Due Diligence

Change Management

Competitive Analysis

Mergers & Acquisitions

Marketing

l****[email protected]

Mark Fleming, CPA, CFP®

Senior Financial Planner

Greater Chicago Area

Senior Financial Planner

Private Client Associate

Investment Associate

Purdue University - Krannert School of Management

Recommendations: 0

Wealth Management

Financial Planning

Asset Management

Retirement Planning

Investment Strategies

Strategic Financial Planning

Estate Planning

Financial Planners

Erin Hurkes

Client Associate

Greater Chicago Area

Client Associate

Sales and Marketing Associate

Project Estimator

Window Treatment Designer

Marketing Intern

Gallery Assistant

Hunter College

Universite Paris 8 St. Denis

American Academy of Dramatic Arts

Recommendations: 0

Dan Force

Product Manager

Greater Chicago Area

Product Manager

Client Associate

Naming and Writing Intern

Internet Marketing Intern

University of Illinois at Urbana-Champaign

Recommendations: 0

d****[email protected]

Sara Franko

Owner/Instructor

Greater Chicago Area

Owner/Instructor

Senior Associate- Business Development Specialist

Sales/Trading Assistant

Client Associate

Financial Advisor

University of Illinois at Urbana-Champaign

Recommendations: 0

Fitness Instruction

Health & Wellness

Weight Loss Coaching

Weight Management

Moms

Marketing

Social Media Marketing

Toning

Tony CIMA®

Financial Advisor

Greater Chicago Area

Financial Advisor

Financial Consultant

Registered Client Associate

Financial Advisor

Financial Representative

The University of Chicago Booth School of Business

Texas A&M University

Recommendations: 0

t****[email protected]

Karla Hernandez

Client Relationship Manager

Greater Chicago Area

Client Relationship Manager

Manager

Registered Client Associate

Imerman Active Intern

Hostess

DePaul University

Recommendations: 0

Vanessa Walker-Bouie

Freelance Project Manager

Greater Chicago Area

Freelance Project Manager

Senior Project Coordinator

Client Associate

Advertising Sales Intern

International Marketing and Tourism, Assistant

Intern/ PR Assistant

Columbia College Chicago

Walnut Hills

Recommendations: 0

Brand Management

Strategy

Corporate Communications

Direct Marketing

Competitive Analysis

Public Relations

Management

Cross-functional Team Leadership

v****[email protected]

Angelo Marroquin, JD

The Chicago Trust Company, N.A. - Trust Administrator

Greater Chicago Area

The Chicago Trust Company, N.A. - Trust Administrator

Trust Administrator

Client Associate - Private Equity Team

Judicial Extern to The Honorable Allen P. Walker

Relationship Manager / Bank Officer

Volunteer

Licensed Financial Sales Consultant

Personal Banker / Legal Intern

Volunteer

The John Marshall Law School

Elmhurst College

Recommendations: 0

Loans

Commercial Banking

Credit

Banking

Credit Analysis

Leadership

Strategic Financial Planning

Customer Service

Foster Manierre

Logistics Account Executive

Greater Chicago Area

Logistics Account Executive

Sales Representative

Financial Advisor

Registered Client Associate

Financial Analyst Intern

University of Tampa - John H. Sykes College of Business

Lake Forest High School

Recommendations: 0

Finance

Investment Banking

Microsoft Office

Customer Service

Microsoft Excel

Social Media

PowerPoint

Sales

f****[email protected]

Casey Hogan, MBA

Unit Manager

Greater Chicago Area

Unit Manager

Sales Development Associate

Territory Sales Manager

Summer Intern - Client Associate

Student Athlete

Loan Service Associate

University of Wisconsin-Madison

University of Wisconsin-Madison - School of Business

Recommendations: 0

Dexter Baber

Private Wealth Associate

Greater Chicago Area

Private Wealth Associate

Registered Client Associate

Southern Illinois University, Carbondale

Recommendations: 0

d****[email protected]

Gina Williams

ABU & Aftermarket Inside Sales Support

Greater Chicago Area

ABU & Aftermarket Inside Sales Support

ABU & Aftermarket Inside Sales Support/Purchasing Programs Administrator

Executive Administrative Assistant - Human Resources

Registered Sales Assistant

Senior Associate/Branch Manager Assistant

Senior Associate

Chicago District Trainer

Registered Client Associate

Sales Assistant

Lake Forest Graduate School of Management

Roosevelt University

Recommendations: 0

Microsoft Office 2007

Pricing

Strategic Financial Planning

Process Improvement

Financial Analysis

Finance

Financial Modeling

Business Development

g****[email protected]

Samantha Pentecost

Senior Credit Analyst

Greater Chicago Area

Senior Credit Analyst

Credit Analyst

Senior Client Associate

Financial Advisor Internship

University of Michigan

Recommendations: 0

Sahaj Patel

Director of Business Development

Greater Chicago Area

Director of Business Development

Wealth Management Registered Client Associate

Analyst

Financial Professional PMD

Investment Banking Intern

University of Iowa

Recommendations: 0

Christin Bay

Associate, Business Development

Greater Chicago Area

Associate, Business Development

Specialist, Business Development

Senior Trading Administration Associate

Private Client Associate

Financial Advisor

Michigan State University

Recommendations: 0

Alternative Investments

Asset Managment

Investments

Asset Allocation

Wealth Management

Mutual Funds

Retirement Planning

Financial Modeling

Kaitlinn Sliter

Team Lead

Greater Chicago Area

Team Lead

Summer Associate

Client Associate

Financial Planning Intern

Intern

Undergraduate Research Assistant

Emergency Department Volunteer

Runner

University of Chicago Law School

University of Illinois at Urbana-Champaign

Hinsdale Central High School

Recommendations: 0

Drafting Agreements

Legal Contract Review

Legal Research

Legal Writing

Westlaw

Lexis

Microsoft Excel

Microsoft Office

Jon Colando

Assistant Client Associate

Greater Chicago Area

Assistant Client Associate

Porter And Loaner Vehicle Supervisor.

Owner / Operator

Air Traffic Control Intern

Internet specialist

Captain/Waiter

Teller

Lewis University

Northern Illinois University, DeKalb

Recommendations: 0

Video Editing

Photoshop

Microsoft Office

PowerPoint

Social Media

Adobe after effects

Videography

Video Production

Margaux Harrold

Private Client Associate

Greater Chicago Area

Private Client Associate

Trading Analyst - High Yield

Fixed Income Sales Associate

Fixed Income Associate

Equity Sales and Trading Summer Analyst

Summer Research Analyst

Assistant Designer

Summer Sales Associate

Georgetown University - The McDonough School of Business

Hobart and Willam Smith Colleges

Choate Rosemary Hall

Recommendations: 0

Bloomberg

Fixed Income

Series 7

Hedge Funds

Derivatives

Capital Markets

Equities

Trading

m*****@georgetown.edu

Amiel Volinsky

Registered Client Associate

Greater Chicago Area

Registered Client Associate

Operations Liaison

Registered Client Associate

Client Associate

Ohr Somayach - Jerusalem

DePaul University

Recommendations: 0

Asset Management

Retirement Planning

Finance

Investments

Mutual Funds

Equities

Asset Allocation

Series 7

Peter Romanowsky

Registered Client Associate

Greater Chicago Area

Registered Client Associate

Finance and Accounting Deparment Intern

Professional Golf Caddie

Loyola University of Chicago - Graduate School of Business

Loyola University of Chicago

Bellarmine College Preparatory

Recommendations: 0

Series 7

Wealth Management

Uniform Combined State Law

Sales

Microsoft Excel

Series 63

p****[email protected]

Mary Shem-Walters

Senior Registered Client Associate

Greater Chicago Area

Senior Registered Client Associate

Registered Client Service Associate

Recommendations: 0