Top Financial Advisors in Greater Chicago Area

Chad Lubben
Sales Manager NMLS ID# 447796 at Summit Funding, Inc.
Greater Chicago Area
Sales Manager NMLS ID# 447796 at Summit Funding, Inc.
Senior VP of Mortgage Lending
Senior Vice President of Mortgage Lending
Senior VP of Mortgage Lending
Senior Mortgage Advisor and Producing Branch Manager
Financial Advisor
The University of Iowa Tippie College of Business
Mason City High School Mason City, IA
Recommendations: 80
Mortgage
Loans
Home
Construction
Refinance
Purchase
Real Estate
First Time Home Buyers
Vanessa Izar McFadden
Managing Partner
Greater Chicago Area
Managing Partner
Regional Underwriting Manager
Financial Advisor Services - Director
Financial Advisor Services - Assistant Director
Business Development & Mutual Funds Sales Associate
Account Manager
Commercial Lending Wholesale Dealer Services Supervisor
Commercial Lending Dealer Services Credit Analyst
Commercial Lending Dealer Services Regional Credit Analyst
Commercial Lending Dealer Services Pricing & Rate Analyst
Northwestern University
University of California, Los Angeles
University of Detroit Mercy
Red River High School
Recommendations: 25
Banking
Financial Risk
Financial Analysis
Relationship Management
Credit Risk
Risk Management
Underwriting
Wealth Management...
Jason E. Cadell
Sales Consultant
Greater Chicago Area
Sales Consultant
Financial Advisor
Internal Wholesaler
Internal Wholesaler
Corporate Reorganization/Proxy/Information Services Representative
Correspondence Representative
VIP/IRA Desk Representative
VIP/IRA Desk Representative
Recommendations: 18
Series 63
Mutual Funds
Series 7
Wealth Management
ETFs
Financial Services
FINRA
Alternative Investments
Marty Pesis
Online Strategy and Research Associate
Greater Chicago Area
Online Strategy and Research Associate
President & Founder (Acquired by Gossip Genie)
KFAN Programming Intern
New Business Development Intern
Director of Marketing
President & Founder
Marketing Advisor
Financial Advisor
University of Wisconsin-Madison - School of Business
Recommendations: 15
Social Media Marketing
Social Media
Strategic Partnerships
Sales
Marketing
Strategic Planning
Management
Creative Strategy
Alex Kerr
Strategic Marketing & Analytics MBA Intern
Greater Chicago Area
Strategic Marketing & Analytics MBA Intern
Global Consulting, Multicultural Marketing Division, MBA Intern
Adjunct Professor
Financial Advisor
Adjunct Professor
Research Associate
Head of Growth Marketing & Business Intelligence
Duke University - The Fuqua School of Business
Northwestern University
Kenyon College
Recommendations: 14
Strategic Planning
Financial Analysis
Microsoft Excel
Business Development
Policy Analysis
Analysis
Strategic Consulting
Sales
Sivling Lam
Graduate Admission Counselor, College of Arts and Sciences
Greater Chicago Area
Graduate Admission Counselor, College of Arts and Sciences
Financial Advisor, Student Financial Services and Cashier Operations
Live-In Graduate Supervisor, Residential Programs and Services
Co-Facilitator, Foundations for Residential Leadership Course
Practicum Graduate Assistant, Office of Scholarships
Summer Conference Supervisor, Residential Programs and Services
College Access Counselor, University of Illinois
Director of Public Relationship and Marketing
Resident Advisor, Residential Life
Indiana University Bloomington
University of Illinois at Urbana-Champaign
Recommendations: 13
Event Planning
Student Development
Academic Advising
Student Financial Aid
Student Affairs
Public Speaking
Resume Writing
Social Media Marketing
Lisa McPherson
AAMS, Financial Advisor
Greater Chicago Area
AAMS, Financial Advisor
Financial Advisor, AAMS
Investment Representative
Financial Advisor
Senior Advisor
Elmhurst College
Roosevelt University
Recommendations: 12
Asset Management
Securities
Insurance
Funding
Customer Relations
Microsoft Office
Asset Managment
Customer Service
Luiz Castro
Director M&A and Integration, Global Human Resources
Greater Chicago Area
Director M&A and Integration, Global Human Resources
Sr. Manager,Compensation
Global Rewards Consultant
Financial Advisor
General Manager/ Head of Business Unit
Director Corporate Finance
Commercial Sales Analyst
Ibmec
Pontifícia Universidade Católica do Rio de Janeiro
Universidade de Brasília
Recommendations: 11
Prachee Kale - Awalgaonkar, CPA/CA
Senior Accountant - Shared Services, Close & Consolidations.
Greater Chicago Area
Senior Accountant - Shared Services, Close & Consolidations.
Senior Staff Accountant
Deputy Manager - Accounts
Financial Advisor
Student - CPA (Certified Public Accountant)
Accounting Analyst
CPA: American Institute of Certified Public Accountant
CA: The Institute of Chartered Accountants of India
M.Com: University of Pune
Recommendations: 11
Financial Analysis
Financial Planning
Financial Reporting
Accounting
Cost Accounting
Individual Taxation
Income Tax
Corporate Finance
Asha CAIA
Director of Marketing and Investor Relations
Greater Chicago Area
Director of Marketing and Investor Relations
Vice President, Investment Strategies
Financial Advisor
Principal
Assistant Vice President
Loyola University Chicago
CAIA
Recommendations: 9
Investments
Alternative Investments
Relationship Management
Hedge Funds
Equities
Portfolio Management
Private Equity
Client Services
Ryan Carter, CFP®
Assistant Vice President, Associate Administrative Manager
Greater Chicago Area
Assistant Vice President, Associate Administrative Manager
Wealth Management Advisor
Financial Advisor
Director Of Marketing
Corporate Business Analyst
Staff Accountant
Private Wealth Management Intern
Math Laboratory Tutor
Lake Forest Graduate School of Management
College for Financial Planning
Northwestern University
Lake Forest College
University of Pittsburgh
Recommendations: 9
Financial Analysis
Portfolio Management
Asset Allocation
Mutual Funds
Leadership
Cash Flow
Analysis
Management
Michael Jakoby
Portfolio Manager
Greater Chicago Area
Portfolio Manager
Financial Advisor
independent
Investment Advisor
Investment Executive
Private Banking
C.E.O
Genenral Manager
Bar-Ilan University
Recommendations: 9
Venture Capital
Capital Markets
Investments
Fixed Income
Portfolio Management
Series 7
Derivatives
Equities
Edip Pektas
Partner
Greater Chicago Area
Partner
Managing Partner
Founding Partner
Partner
Founding Partner
Strategy Advisor
Financial Advisor
Sr. Associate
Trader/Financial Analyst
DePaul University
Besiktas Ataturk Anadolu Lisesi
Recommendations: 8
Private Placements
Valuation
Equities
Finance
Private Equity
Alternative Investments
Venture Capital
Entrepreneurship
Mark Prusak
Logistics Analyst
Greater Chicago Area
Logistics Analyst
Financial Supply Chain Analyst
Industrial Engineering/Fleet Manager
General Manager
Logistics Analyst
Business Development Manager
Financial Advisor
University of Toledo
North Olmsted High School
Recommendations: 8
Logistics
Supply Chain
Supply Chain Management
Operations Management
Transportation
3PL
Inventory Management
Process Improvement
Jon Schlenker
President
Greater Chicago Area
President
Golf
Financial Rep
Financial Advisor
Youth Pastor
Youth Pastor
Youth Pastor
Software Sales
Sales Representative
University of Illinois at Urbana-Champaign
Moody Bible Institute
Recommendations: 8
Estate Planning
Insurance
Term Life Insurance
Life Insurance
Public Speaking
Leadership Development
Retirement Planning
Coaching
Michael Pietsch
National Sales Manager
Greater Chicago Area
National Sales Manager
VP Sales | Director of Sales | Regional Manager | Account Executive
Director of Sales and Marketing North America
Walgreens Team Leader | U.S. Retail Operations
Financial Advisor
Director of Sales and Marketing
National Business Director | National Account Manager | Regional Sales Manager
Operations and Sales Planning Manager
Midwest Area Sales Manager
Consultant
Vice President of Sales and Marketing
University of Iowa
Recommendations: 7
Consumer Products
P&L Management
Competitive Analysis
Key Account Development
Product Development
Sales Management
Market Planning
Customer Insight
Michelle (Miller) Amato
Regional Sales Director - Financial Services, Workiva
Greater Chicago Area
Regional Sales Director - Financial Services, Workiva
Vice President - Senior Product Development Specialist
Financial Advisor with The Vasilou Group
The University of Chicago Booth School of Business
The University of Chicago Booth School of Business
Rush Henrietta
University of Dayton
Recommendations: 7
Financial Services
Alternative Investments
Mutual Funds
Hedge Funds
Private Equity
Portfolio Management
Finance
Sales
Bradley J. Chestler
IT Recruiting Manager
Greater Chicago Area
IT Recruiting Manager
Major Sales Executive- Healthcare Division
Business Consultant/Leasing Agent
Financial Advisor
Manager/Specialist
Principal/Manager/Specialist
Principal/General Manager/ Specialist
University of Kansas
Homewood Flossmoor
bg
Recommendations: 7
Trading
Fundraising
Options
Securities
Financial Markets
Marketing
Sales
Managing large groups
Grant Ellington
Financial Advisor
Greater Chicago Area
Financial Advisor
Audit Senior Assistant
Academic Tutor
Student-Athlete
Wealth Management Intern
Crowd Clerk
Purdue University Krannert School of Management
Drake University
Nazareth Academy
Recommendations: 6
Microsoft Excel
Social Networking
Financial Accounting
Facebook
PowerPoint
Access
Social Media
iPhone
Michael Binder
Financial Advisor, Second Vice President
Greater Chicago Area
Financial Advisor, Second Vice President
Associate Investment Consultant, Officer
Associate Financial Consultant
Financial Advisor
Intern
Account Assistant
Caddie
Quinlan School of Business, Loyola University Chicago
Marquette University
Marmion Academy
Recommendations: 6
Series 7
Financial Analysis
Retirement Planning
Mutual Funds
Investments
Asset Managment
Fixed Income
Asset Allocation
Karen Ibach
Da Boss
Greater Chicago Area
Da Boss
Owner
Member
Financial Advisor
Membership
Financial Advisor
CFP College of Financial Planning
Northwestern University
Eastern New Mexico University
Culver Stockton College
Recommendations: 6
Small Business
Insurance
Retirement Planning
Advertising
Marketing Strategy
Public Speaking
Customer Service
Strategic Financial Planning
MARK DENNIS
Vice President of Acquisitions
Greater Chicago Area
Vice President of Acquisitions
Co Owner
Director of Business Development
Business Development Manager
Account Executive
Financial Advisor
Principal, Owner
Director of Business Development
Professional Football Player, Offensive Lineman
Florida International University
University of Illinois at Urbana-Champaign
Recommendations: 5
Financial Analysis
Consultative Selling
Strategic Planning
Negotiation
Market Analysis
Accounting
Tax
Corporate Tax
Jonathan Morton
VP, Information Technology Operations
Greater Chicago Area
VP, Information Technology Operations
Director, Technology Services & Operations
VP, Enterprise Technology
Financial Advisor
Financial Advisor
DePaul University
University of Louisville
Recommendations: 5
Information Technology
IT Infrastructure Management
Information Security Management
Cloud Computing
Big Data
Supply Chain Management
Business Process Improvement
Virtualization
Adam Barney
Chief Operations Officer │Operations, Fulfillment & Sales
Greater Chicago Area
Chief Operations Officer │Operations, Fulfillment & Sales
Financial Advisor
University of Illinois at Urbana-Champaign - College of Business
St. Charles East High School
Recommendations: 5
Telecommunications
CRM
Managed Services
Business Development
Networking
Unified Communications
VoIP
Sales
Jim Myczek
Financial Specialist (Business Transformation, Relationship Management)
Greater Chicago Area
Financial Specialist (Business Transformation, Relationship Management)
Business Strategy, Corporate Development and Operations Executive
Financial Advisor
Financial Advisor
Senior Consultant - Internal Business Strategy and Change Management
Director/ General Manager - Corporate Development
Divisional Manager / Operations Manager / Environmental Specialist
Benedictine University
Benedictine University
Benedictine University
Recommendations: 5
Strategy
Process Improvement
Management
Leadership
Team Building
Start-ups
Human Resources
Program Management
Andrew W. Brown, CHP
Procurement Analyst
Greater Chicago Area
Procurement Analyst
Principal Owner
Senior Financial Analyst/Arbitrage Strategist
Financial Analyst
Financial Advisor
Supplemental Instructor
Financial Representative Intern
Resident Assistant
Harvard University
Carthage College
Hoffman Estates High School
Recommendations: 5
Investments
Accounting
Options
Managerial Finance
Public Speaking
Hedging
Risk Arbitrage
Security Analysis
Val Petkov
Real Estate Broker
Greater Chicago Area
Real Estate Broker
Real Estate Broker
Financial Advisor
Marketing Manager/Program Advisor
Roosevelt University
Lake Zurich High School
Recommendations: 5
Property & Casualty Insurance
Life Insurance
Health Insurance
Negotiation
New Business Development
Sales Management
Real Estate
Workers Compensation
Jerry Stiedaman
Associate Partner - Client Engagement
Greater Chicago Area
Associate Partner - Client Engagement
Director - Client Engagement
Senior Project Manager
Regional Marketing Director/Consultant
Agency Director
Financial Advisor
Northwestern University
University of Minnesota-Twin Cities
Recommendations: 5
Marketing Strategy
Account Management
Public Relations
Management Consulting
Market Analysis
Employee Training
Integrated Marketing
Internal Communications
Tyler Braun
Financial Advisor
Greater Chicago Area
Financial Advisor
Lead Building Manager
Intern
Set Up Crew
Black Hawk High School
University of Wisconsin-Whitewater
Kaplan University
Recommendations: 5
Time Management
Strategic Financial Planning
Public Speaking
Customer Service
Management
Investments
Finance
Event Planning
James Moynihan
Financial Advisor
Greater Chicago Area
Financial Advisor
Sales
Account Manager
National Programs Manager
Corporate Relationship Manager
Midwest Area Manager
Director of Operations
Rideshare Section Chief
Northeastern Illinois University
St. Patrick High School
Recommendations: 5
Sales Management
Customer Relations
New Business Development
Customer Service
Forecasting
Purchasing
Operations Management
Event Marketing
Irene Sowinski
Admin
Greater Chicago Area
Admin
Independent Distributor
Financial Advisor
Recommendations: 5
Roy Filinson
President
Greater Chicago Area
President
Principal
Director of Operations
Financial Advisor
Owner
Vice President Operations
Materials Manager
Niles East
University of Illinois
Roosevelt University
Recommendations: 4
Product Management
Supply Chain Management
Warehousing
Purchasing
Team Building
Web Marketing
Import Logistics
Marketing
Jack Schiltz
Financial Representative
Greater Chicago Area
Financial Representative
Managing Partner
Financial Advisor
Recommendations: 4
Peter Crabtree
Wealth Advisor Focused on Building Holistic Financial Plans
Greater Chicago Area
Wealth Advisor Focused on Building Holistic Financial Plans
Financial Advisor
Asset Manager
Asset Manager
President
Sr. Site Acquisition Real Estate Specialist
Site Acquisition
Lake Forest Graduate School of Management
St. John's College
St. Cloud State University
Recommendations: 4
Commercial Real Estate
Brokerage
Disposition
Real Estate Development
Tenant
Leases
Property Management
Contract Negotiation
Joan McCullough
Financial Advisor
Greater Chicago Area
Financial Advisor
Marketing Manager, North America Channel Enablement
Regional Marketing Manager, Servers and Storage
System z Initiative Leader
Marketing Manager, UNIX Platform
Sr. Client Representative, Accenture
Senior Sales Representative, Sears
Advisory and Sr. Sales Representative
The University of Chicago Booth School of Business
Western Connecticut State University
Recommendations: 4
Yevgeniy (Eugene) Dubravin
Senior Endocrinology Sales Specialist
Greater Chicago Area
Senior Endocrinology Sales Specialist
Senior Diabetes Sales Specialist
Diabetes Sales Specialist
Territory Business Manager
Territory Business Manager
Professional Representative
Financial Advisor
Lake Superior State University
Recommendations: 4
Product Launch
Business Planning
Sales Operations
Strategic Planning
Sales
Pharmaceutical Sales
Cardiology
Managed Care
Kit Tingpalpong
Life Insurance Specialist
Greater Chicago Area
Life Insurance Specialist
Managing Partner/Principal
Financial Advisor
Financial Representative
University of Nebraska at Omaha
University of Missouri-Rolla
Northwest Missouri State University
Recommendations: 3
Customer Service
Change Management
Management
Business Development
Sales
Insurance
Team Building
Event Planning
George Pantazis, EA
Retirement Plan Specialist
Greater Chicago Area
Retirement Plan Specialist
Owner and Tax Preparer
Financial Advisor
Senior Internal Planning Specialist
Business Development Consultant
Financial Consultant
Sales
DePaul University
Maine East High School
Recommendations: 3
Investments
Mutual Funds
Wealth Management
Series 7
Asset Management
Financial Services
Securities
Finance
Chris Guzlas
Director, Reporting & Analytics
Greater Chicago Area
Director, Reporting & Analytics
Finance Director, Corporate Controller Group
Financial Advisor, Corporate Controller Group
Financial Advisor, US Controller Group, National Promotions
Financial Supervisor, US Controller Group, National Promotions
Financial Supervisor, REF Accounting
Regional Accounting Manager
General Accounting Manager
Accounts Receivable Manager, Senior Accountant
Financial Analyst
Staff Accountant
Credit Analyst
DePaul University - Charles H. Kellstadt Graduate School of Business
University of Iowa
Recommendations: 3
Financial Reporting
Franchising
Business Analysis
Management
Financial Analysis
Customer Service
Inventory Management
Business Planning
Mark Johnston
Vice President of Customer Success, Midwest Region
Greater Chicago Area
Vice President of Customer Success, Midwest Region
Adjunct MBA Professor
Company Name Infogix, Inc.
Branch Manager and Financial Advisor
Northwestern University - Kellogg School of Management
Chicago-Kent College of Law, Illinois Institute of Technology
Point Loma Nazarene University
Recommendations: 3
Marketing Communications
Teaching
Team Management
Marketing
Sales
Lead Generation
Business Development
Marketing Management
Colin Moynihan
COO & CFO
Greater Chicago Area
COO & CFO
Founder/Consultant
Financial Advisor
CFO
Finance Manager
Senior Financial Analyst
Senior Financial Analyst
Senior Business Analyst
Financial Analyst II
Deal Capture Analyst
Boston College
Laconia High School
Recommendations: 3
Budgeting
Hyperion
Capital Budgeting
Proformas
Financial Modeling
Forecasting
Lawson
Cost Analysis
John Francis Baker
Financial Advisor
Greater Chicago Area
Financial Advisor
University of Notre Dame
University of Notre Dame - Mendoza College of Business
Fenwick High School
Recommendations: 3
Business Development
Finance
Financial Analysis
Financial Planning
Public Speaking
Investments
Strategic Financial...
Insurance
Joe Przybyla
Board Member, Auxiliary
Greater Chicago Area
Board Member, Auxiliary
Manager, CRM Solution Strategy
Contact Management Team (CRM), Manager
Senior Consultant
Vice President
Financial Advisor
University of Washington, Michael G. Foster School of Business
Detroit Catholic Central
Eastern Michigan University
Simon Fraser University
Recommendations: 3
CRM
Strategy
Business Development
Process Improvement
Business Process Improvement
Management Consulting
Business Analysis
Integration
John Fickle
Vice President
Greater Chicago Area
Vice President
North America Sales Director
Sales Director/Relationship Manager
Financial Advisor
Equity Derivative Trader
Vice President
Equity Option Market Maker
Senior Index & Equity Option Market Maker
Florida State University
Stetson University
Recommendations: 3
Business Acumen
Consultative Selling
Solution Selling
Sales Process
Direct Sales
Software Sales
Customer Relations
Negotiation
Andre C Baraka Jr.
Financial Planner
Greater Chicago Area
Financial Planner
Agent
Financial Advisor Assistant
Financial Advisor Assistant
Sales Director
Jones International University
Hope College
Recommendations: 3
Licensed Life & Health Insurance Agent
Fixed Annuities
Insurance
Life Insurance
Investments
Employee Benefits
Retirement
Long-term Care
Lana Paloumpis
Home Mortgage Consultant
Greater Chicago Area
Home Mortgage Consultant
Loan Officer
Account Executive
Outside Sales Rep
Financial Advisor
Account Exec
Acct Exec
Account Executive
College of DuPage
Recommendations: 3
Mortgage Lending
FHA
Loans
USDA
FHA financing
Wholesale
Home Equity Loans
Mortgage Banking
Austen Krejca
Financial Institutions - Audit Senior Staff
Greater Chicago Area
Financial Institutions - Audit Senior Staff
Financial Institutions - Staff Auditor
Staff Accountant
Accountant
Staff Accountant
Financial Advisor
Tax and Accounting Intern
Intern
Service Office Administrator
Northern Illinois University - College of Business
Elmhurst College
Recommendations: 3
Financial Analysis
Auditing
Accounting
Due Diligence
General Ledger
Tax
Managerial Finance
Finance
Josh Massey
Founder / CEO
Greater Chicago Area
Founder / CEO
Account Executive
Account Manager
Technical Recruiter
Financial Advisor
Chef/Server/Manager
University of Wisconsin-Madison
Recommendations: 2
Talent Acquisition
Technical Recruiting
Business Strategy
Applicant Tracking Systems
Internet Recruiting
Recruiting
SDLC
Ruth Fiorentino Uress, CFP®
Financial Advisor, Senior Analyst
Greater Chicago Area
Financial Advisor, Senior Analyst
Financial Advisor
Associate
Financial Representative
Student Worker
Intern
Intern
DePaul University
University of Illinois at Urbana-Champaign
Hinsdale Central High School
Recommendations: 2
Series 7
Investments
Asset Allocation
Retirement Planning
Wealth Management
Finance
Financial Planning
Mark E. Cohen
Business Performance Advisor
Greater Chicago Area
Business Performance Advisor
Agent/Owner
Agent
Agency Intern
Insurance and Financial Services Representative
Owner
Wealth Management Advisor
Financial Advisor
The University of Texas at Austin
J.J. Pearce High School
Recommendations: 2
Business Consulting
Employee Engagement
Workforce Optimization
Improving Employee Engagement
Small Business
Sales
Business Development
Life Insurance
Matt Unertl
Consultant
Greater Chicago Area
Consultant
Regional Sales Executive
Senior Sales Consultant
Sales Representative
Group Sales Manager
Sales Representative
Financial Advisor Intern
University of Wisconsin-Madison
University of Wisconsin-Madison
Recommendations: 2
Employee Benefits
Insurance
Underwriting
Account Management
Management
Risk Management
Employee Relations
Workers Compensation
Jim Viktora
Regional Account Manager
Greater Chicago Area
Regional Account Manager
Financial Advisor Associate
Financial Consultant
Trading Associate
Financial Anaylst
Financial Advisors Associate
Certified Planners Assistant (internship)
Eastern Illinois University
Providence Catholic High School
Recommendations: 2
Series 7
Series 63
Investments
Portfolio Management
Series 6
Microsoft Excel
Financial Accounting
Financial Institutions
Mike Hutchins
SAP BPC/EPM Management Consultant
Greater Chicago Area
SAP BPC/EPM Management Consultant
Vocalist
BPC Manager
BPC/BI Manager
SAP BPC/BI Manager
SAP BPC Manager
Sr. Consultant SAP solutions
Manager of Financial Planning & Analysis
Capital Finance Site Lead - Sr. Financial Advisor
Western Michigan University - Haworth College of Business
Western Michigan University - Haworth College of Business
Recommendations: 2
SAP BPC
Software Development
Finance
Accounting
Project Management
Microsoft Office
Microsoft Excel
Essbase
Steve Schneider
Vice President Market Sales Manager
Greater Chicago Area
Vice President Market Sales Manager
Financial Advisor
Owner
Vice President, Consumer Market Manager
Community Banking Senior Vice President, Regional Sales Manager
Board Member
Vice President Branch Manager
Branch Manager
Assistant Branch Manager
University of Illinois at Chicago
Western Illinois University
Recommendations: 2
Account Management
Banking
Bloomberg
Budgets
Business Relationship...
Finance
Investments
Jerome Desserich
Director Of Finance And Operations
Greater Chicago Area
Director Of Finance And Operations
Vice President & Chief Financial Officer
Controller
National Financial Advisor
Office Administrator/Controller
Assistant Office Administrator/Controller
Michigan State University
Grand Rapids Community College
Recommendations: 2
Risk Management
Financial Forecasting
Business Process Improvement
Budgets
Financial Reporting
Controllership Functions
Finance
Monthly Close Process
Melissa Buchanan
Financial Advisor Talent Acquisition Manager
Greater Chicago Area
Financial Advisor Talent Acquisition Manager
Company Name Automatic Data Processing, Inc. (ADP)
Employment Specialist
Judson University
Mount St. Clare College/Ashford University
Recommendations: 2
Applicant Tracking Systems
Recruiting
Talent Acquisition
Internet Recruiting
HRIS
Talent Management
Employee Relations
Cold Calling
Scott Pionek
Regional Sales Manager
Greater Chicago Area
Regional Sales Manager
Account Executive
Financial Advisor
Senior Sales Representative
Sales Representative
Founder, English Instructor, Technology Coordinator
Marquette University
Catholic Memorial High School
Recommendations: 2
Solution Selling
Building Relationships
Sales
Presenter
Consultation
Sales Presentations
Strategic Planning
Marketing
Ken Barton
Sales Director
Greater Chicago Area
Sales Director
North America Sales Director
Director of Enrollment Sales
Founder
Founder & CEO
CEO & Founder | Hoasty.co
Chief Sales Officer
Regional Sales Manager
Financial Advisor
Business Development Consultant
Florida State University
Tianjin Foreign Studies University
Recommendations: 2
Chinese
Chinese Foreign Policy
Teaching English as a Second Language
English
Business English
English grammar
Chinese culture
Sales
Katie Sickling
Regional Consultant
Greater Chicago Area
Regional Consultant
Registered Client Associate / GWIM program analyst
Intern
Aspen Mountain Club Hostess/Event Assistant
Financial Advisor and Analyst Intern
Intern
Import/Export Marketing Internship
Campus Representative
Arabian Trainer / Facility and Conditioning Supervisor
University of Miami
Recommendations: 1
Marketing
Social Media
Microsoft Office
Event Planning
Training
Advertising
Valuation
Social Media Marketing
Calla Dolph, CPA, CGMA, MBA
Accounting and Finance Project Manager
Greater Chicago Area
Accounting and Finance Project Manager
Accounting Manager - Global Close and Consolidations
Lead Accountant - BPM
SENIOR ACCOUNTANT
FINANCIAL TEAM LEADER
Financial Advisor
personal banker
INVESTMENT SALES ASSISTANT
CUSTOMER SALES & SERVICE REPRESENTATIVE
PROPERTY ACCOUNTANT ASSISTANT
Purdue University
Purdue University
Michigan City HS (class 98)
Recommendations: 1
Business Process...
Forecasting
SAP
Accounts Payable
Finance
Cash Flow
Microsoft Excel
Accounting
Michael Kerrigan
Director of Sales and Marketing
Greater Chicago Area
Director of Sales and Marketing
Director of Sales and Marketing
Financial Advisor
Principal
Business Development Executive
Regional Director, International Department
Manager
Sales Manager
IGP Associate
Canterbury School
University of Wisconsin
Recommendations: 1
Strategy
Leadership
Management
Strategic Planning
Lisa Kozak
Recruiting Manager
Greater Chicago Area
Recruiting Manager
Regional Senior Manager - Talent Acquisition
Global Recruiting Manager
Recruiting Manager
Human Resources Manager
Recruiting Manager
Recruiter
Contract Recruiter - Client - Accenture HR Services
Campus Recruiting Specialist
Financial Management Analyst
Financial Advisor Associate
Loyola University
Ohio University
Recommendations: 1
David D'Silva
Marketing & Analytics Immersion Quarter Consulting Project
Greater Chicago Area
Marketing & Analytics Immersion Quarter Consulting Project
Client Success Manager
Advisor -- Business Process FLB
Associate Advisor -- Business Process FLB
Senior Research Associate
Research Associate
Financial Advisor Intern
Production Intern
Office Services Clerk
Northwestern University
Boston College
Recommendations: 1
Customer Relations
Consulting
Qualitative Research
Social Media
Social Media Marketing
Editing
Management
Strategy
Skip Gianopulos
Principal, Senior Financial Advisor
Greater Chicago Area
Principal, Senior Financial Advisor
Director
The John Marshall Law School
The John Marshall Law School
College for Financial Planning
Taylor University
Barrington High School
Recommendations: 1
Investments
Wealth Management
Retirement Planning
Personal Financial...
Portfolio Management
Wealth Management...
High Net Worth...
Investment Management
Chris Rooney
Account Executive
Greater Chicago Area
Account Executive
Writer
Deputy Knowledge Manager
Community Manager, Global Digital Practice
Digital Intern
Marketing Chair, Bike to Uganda Committee
Financial Advisor Intern
Copy Editor
Indiana University Bloomington
Recommendations: 1
Copywriting
Corporate Communications
Strategic Communications
Public Relations
Social Media
Social Networking
Blogging
Content Strategy
Michael Bernhard
Wealth Management Associate
Greater Chicago Area
Wealth Management Associate
Registered Associate
Financial Advisor
Intern
Bag Room Manager
Olivet Nazarene University
Lincoln Way Central High School
Recommendations: 1
Equities
Investments
Retirement Planning
Mutual Funds
Lyndon Lapasaran
Real Estate Broker
Greater Chicago Area
Real Estate Broker
Financial Advisor
Real Estate Salesperson
Insurance Sales Representative
DePaul University, Chicago-Loop Campus
University of the Philippines
Recommendations: 1
Fixed Annuities
Retirement
Life Insurance
Disability Insurance
Insurance
Long-term Care
Long Term Care Insurance
Financial Analysis
Giuseppe Mastrolonardo
Agent/Owner
Greater Chicago Area
Agent/Owner
Agent/Owner
Financial Advisor Assistant
University of Illinois Springfield
Recommendations: 1
Property & Casualty Insurance
Insurance
Home
Customer Service
Workers Compensation
Life Insurance
Auto
Annuities
Noah Brant
Attorney
Greater Chicago Area
Attorney
Site Development Specialist
Contract Attorney
Law Clerk
Law Clerk
Live Help Operator
Financial Advisor Intern
Co-Founder
Loyola University Chicago School of Law
DePaul University
Recommendations: 1
Legal Writing
Microsoft Office
Legal Research
Microsoft Excel
Corporate Law
Microsoft Word
Social Networking
Photoshop
Daniel Boczarski
Photographer
Greater Chicago Area
Photographer
Technology Experience Host
Financial Advisor
Harper College
Recommendations: 1
Portraits
Celebrity
Entertainment
Candid
Music
Editorial
Nightlife
Digital Photography
Fredy J. Porras
Personal Lines Insurance Manager
Greater Chicago Area
Personal Lines Insurance Manager
Account Executive Personal Lines Insurance
Insurance Agent
Financial Representative
Personal Lines Account Manager
Insurance-Based Financial Advisor
University of Illinois at Chicago
Wheeling High School
Recommendations: 1
Insurance
Life Insurance
Term Life Insurance
Sales
Property & Casualty Insurance
Customer Service
Whole Life
Homeowners
Rocco LaMantia
Financial Services Representative
Greater Chicago Area
Financial Services Representative
Insurance and Financial Review Specialist
Financial Advisor
Benedictine University
Elgin Community College
Recommendations: 0
Microsoft Office
Customer Service
Management
Microsoft Word
Leadership
Project Management
PowerPoint
Strategic Planning
Scott Janson
Sr Investment Executive / Sales Manager
Greater Chicago Area
Sr Investment Executive / Sales Manager
Sr. Vice President
Financial Advisor
Financial Advisor
DePaul University
Recommendations: 0
Investments
Alternative Investments
Stocks
Bonds
David Pazdan
Vice President
Greater Chicago Area
Vice President
Vice President and Financial Advisor
Senior Vice President, National Sales Manager
University of St. Francis
St Laurance High School
Recommendations: 0
Strategy
Investment Strategies
Asset Management
Management
Fixed Income
Wealth Management
Retirement Planning
Investments
Matthew Strutzel, AAMS
Associate Vice President, Investments & Financial Advisor
Greater Chicago Area
Associate Vice President, Investments & Financial Advisor
Financial Consultant & AAMS, Accredited Asset Management Specialist
Bradley University
Lake Park High School
Trinity Lutheran - Roselle
St. Paul Lutheran - Chicago
Recommendations: 0
Investments
Retirement Planning
Portfolio Management
Series 7
Financial Advisory
Microsoft Office
Retirement
Business Development
Anna Slomka
Senior Consultant - Cash & Collateral Services
Greater Chicago Area
Senior Consultant - Cash & Collateral Services
Senior Treasury Analyst
Financial Advisor Intern
University of Kansas
University of Newcastle
Recommendations: 0
Accounting
Financial Modeling
Financial Analysis
Forecasting
Analysis
Banking
Cash Flow Forecasting
Finance
Keith VanderVeen
Regional President - Midwest Region
Greater Chicago Area
Regional President - Midwest Region
Regional President - Home Region
Regional President - Midwest Region
Regional President - Midwest Region
Regional President - Midwest Region
Financial Advisor
Financial Advisor / Branch Manager
Branch Manager / Financial Advisor
Wheaton College
Recommendations: 0
Investments
Series 63
Investment Advisory
Wealth Management
Leadership
Series 7
Mutual Funds
Public Speaking
Brian Essig
Regional Sales Associate, RIA Division
Greater Chicago Area
Regional Sales Associate, RIA Division
Associate, Client Reporting
Analyst, Client Reporting
Investor Services Senior Specialist
Financial Advisor
Strategic Planning Intern
Floor Clerk
Indiana University Bloomington
Recommendations: 0
Investments
Financial Modeling
Financial Analysis
Mutual Funds
Bloomberg
Valuation
Strategic Planning
Portfolio Management
Matt Curley
Managing Director / Regional Director
Greater Chicago Area
Managing Director / Regional Director
First Vice President - Investments
Financial Advisor
University of Iowa
Recommendations: 0
John Furjanic
Senior Financial Advisor
Greater Chicago Area
Senior Financial Advisor
Independent Financial Advisor
Financial Advisor
Referee
Financial Advisor
Financial Advisor
Yale University
Mt. Carmel High School
Annunciata
Recommendations: 0
Investments
Retirement
Financial Planning
Asset Management
Estate Planning
Mutual Funds
Financial Services
Series 7
Matt Corrigan
Managing Partner
Greater Chicago Area
Managing Partner
Financial Advisor
Financial Advisor, Assistant Vice President
Financial Advisor, Assistant Vice President
Private Client Group - Relationship Manager
Assistant Branch Manager, Licensed Financial Sales Consultant
Licensed Financial Consultant
Recommendations: 0
Brandon Capaccio
Associate, Business Process Analyst II
Greater Chicago Area
Associate, Business Process Analyst II
Market Technician
Sr Training Specialist
Investment Service Associate II
Financial Advisor
Executive Management
Bradley University
lake Zurich High School
Recommendations: 0
Technical Analysis
Trading
Trading Strategies
Stock Picking
Sector Analysis
Price Forecasting
Day Trading
Momentum Trading
Dennis Markey
Vice President - iShares Private Client & Institutions - Midwest Region
Greater Chicago Area
Vice President - iShares Private Client & Institutions - Midwest Region
Institutional Sales
Portfolio Consultant
Portfolio Consultant
Financial Advisor
Student/Intern
Michigan State University
Recommendations: 0
Marek Slodyczka
Global Account Director
Greater Chicago Area
Global Account Director
Senior Global Client Consultant
Team Leader - Corporate Key Accounts
Investment Products Marketing
Investment Associate
Financial Advisor Intern
Lewis University
Recommendations: 0
Lead Generation
Market Research
Marketing Research
Business Development
Market Analysis
Solution Selling
New Business Development
Team Building
Alexander Gallegos
Financial Advisor
Greater Chicago Area
Financial Advisor
Recommendations: 0
John Horn
Senior Director, US Commercial Field Marketing
Greater Chicago Area
Senior Director, US Commercial Field Marketing
Director, Field Marketing - American Region/Canada/Control States
Director, Field Marketing - Control States/Canada
Director, Field Marketing - Control States/National Accounts
Director, Regional Marketing - Central Control Division
Director, On-Premise (Control States)
Vice President, Sales & Marketing
Director of Sales/Marketing
Director of Operations
Owner/Managing Partner
Stock Broker / Financial Advisor
Saint John's University
Recommendations: 0
Marketing
Shopper Marketing
Trade Marketing
Brand Management
Alcoholic Beverages
Customer Insight
Key Account Development
Beverage Industry
Jeff Lesniewicz
Vice President-Sr FA The LAT GROUP
Greater Chicago Area
Vice President-Sr FA The LAT GROUP
Vice President/Business Professional Wealth Management
Financial Advisor
Vice President/Partner
Commodity Trader, Screen Spread Trader
Homewood Flossmoor High School
National Louis University
Purdue University
University of Nebraska-Lincoln
Recommendations: 0
Options
Series 7
Equities
Trading
Mutual Funds
Trade Execution
Equity Trading
Brokerage
David Prange
Consultant
Greater Chicago Area
Consultant
Managing Director
Financial Advisor
Executive Director
DePaul University - Charles H. Kellstadt Graduate School of Business
University of Iowa
Recommendations: 0
Fixed Income
Finance
Loans
Strategic Financial Planning
Investments
Management
Portfolio Management
Alternative Investments
Monika Marynowski
Mom stayed
Greater Chicago Area
Mom stayed
PERSONAL BANKER
Financial Advisor
Personal Banker
Recommendations: 0
Dominic Altobelli
Financial Advisor
Greater Chicago Area
Financial Advisor
University of Illinois
Recommendations: 0
William Ren, Ph.D, CFA, CFP®
President and LPL Financial Advisor
Greater Chicago Area
President and LPL Financial Advisor
Financial Advisor
Sr. Consultant
Performance Analyst
University of Minnesota-Twin Cities
Peking University
Recommendations: 0
David Biasco, CFP®
Associate Director - Midwest Region
Greater Chicago Area
Associate Director - Midwest Region
Associate - ETF Specialist
Financial Advisor
Senior Associate, Product Development
Account Executive
Account Executive
DePaul University
University of Dayton
Glenbrook South High School
Recommendations: 0
Series 7
Investments
Alternative Investments
Asset Management
Asset Allocation
Portfolio Management
Management
Mutual Funds
Andrew Brennan Gardner
Financial Advisor
Greater Chicago Area
Financial Advisor
Site Development Officer
EVP / Co-founder
Vice President, Sales
Sales
Account Manager
Sales
Sales Representative
District Sales Manager-Employer Services
District Manager-Emerging Business Services
Sales Representative
Intern
Marquette University
Winona State University
St. Ignatius College Prep
Hauser
Recommendations: 0
Series 7 license
Series 66 license
Life & Health Insurance Licenses
Selling
New Business Development
Sales Process
Account Management
Sales
Mary DeNicolo
Private Client Investment Associate
Greater Chicago Area
Private Client Investment Associate
Client Service Associate
Licensed Financial Consultant
Financial Advisor
Michigan State University - The Eli Broad College of Business
Recommendations: 0
David Zoller, CFP®
Financial Advisor
Greater Chicago Area
Financial Advisor
Tax Preparer
Michigan State University
Recommendations: 0
Troy Zimmerman
Wealth Advisor
Greater Chicago Area
Wealth Advisor
Financial Advisor
Financial Consultant
Marketing
College for Financial Planning
Taylor University
Recommendations: 0
Estate Planning
Portfolio Management
Financial Modeling
Wealth
Investments
Securities
Life Insurance
Long Term Care Insurance
Laura Brown
Financial Consultant
Greater Chicago Area
Financial Consultant
Financial Advisor Intern
Foreign Currency Trader
Indiana University - Kelley School of Business
Recommendations: 0
Trading
Financial Markets
Skiing
Wealth Management
Bloomberg
Investments
Financial Modeling
Investment Banking
Todd Marmor
Financial Advisor Premier Services
Greater Chicago Area
Financial Advisor Premier Services
Senior Banker
Private Banker
Western Illinois University
Holy Cross High School
Recommendations: 0
Banking
Budgets
Credit
Customer Service
Financial Analysis
Financial Services
Investments
Loans
Brendan Byrne
Private Client Advisor
Greater Chicago Area
Private Client Advisor
Wealth Management Advisor
Vice President - Financial Consultant
Vice President, Senior Account Executive
Financial Planning Consultant
Financial Advisor
Financial Advisor
Stock Options Trader
Insurance
St. Norbert College
Recommendations: 0
Stanford Slovin
Senior Vice President – Investments
Greater Chicago Area
Senior Vice President – Investments
Financial Advisor /Vice President / Senior Portfolio Manager/ Wealth Management
Vice President / Investments
The John Marshall Law School
University of Illinois at Urbana-Champaign
Recommendations: 0