Top Wholesalers in Greater Chicago Area

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
Rick Gruber
Owner
Greater Chicago Area
Owner
Key Account Manager
Senior District Manager
Wholesaler Development Manager
Division Administrator
Senior Market Manager
District Sales Manager
Rosary College
DePaul University
Recommendations: 13
Special Events...
Brand Developement
Business Process...
Wholesaler Development
Strategic Planning
Sales & Marketing...
Brand Awareness
Budget Development
Maureen Wilke
President
Greater Chicago Area
President
Managing Director, Wealth Management
AVP and National Marketing Services Manager
Product Marketing Manager
Project Marketing Manager
Regional Wholesaler
The University of Chicago
Northwestern University
Western Illinois University
Recommendations: 11
Strategy
Product Marketing
Business Development
Marketing Strategy
Integrated Marketing
Direct Marketing
Marketing Communications
Leadership
Michael Schessler
Regional Vice President - Retirement Plans
Greater Chicago Area
Regional Vice President - Retirement Plans
Regional Sales Consultant
Interim VP of Sales
Base District Manager - Retirement Services
Internal Wholesaler
Major Market Services Sales Consultant
District Sales Manager
Sales Consultant - Human Resource Services
Bergen Community College
Recommendations: 9
Human Resources
Talent Acquisition
Management
Leadership
Sales
Training
Management Consulting
Business Intelligence
Carla Bendeich
Learning & Collaboration Manager
Greater Chicago Area
Learning & Collaboration Manager
Adjunct Faculty Professor
Master Marketing Strategist, President
Sr. Annuity Marketing Consultant
VP, Director of Education
AVP, Corporate Trainer
AVP, Internal Wholesaler
Benedictine University
Northern Illinois University
Recommendations: 9
Change Management
Project Management
Blended Learning
Coaching
Organizational Development
Instructional Design
Process Improvement
Business Networking
Kristin Kipp
Associate
Greater Chicago Area
Associate
Auxiliary Board / Tutor
Internal Wholesaler - Investment Management
Internal Sales Associate
Internal Sales Associate
Outreach Coordinator
Freelance Producer
Board Member
Internal Wholesaler
Producer
Producer
Columbia College Chicago
Recommendations: 4
Larissa Zando, MATD
VP, Learning Consultant II
Greater Chicago Area
VP, Learning Consultant II
USCG Licensed Captain and Sailing Instructor
Instructional Design Consultant
Instructional Designer
Board of Directors - Professional Development Networks (PDNs)
Graduate Assistant - Training and Development Department
Full-Time Graduate Student
2013 Summer Design Team Intern, US TL&D
Internal Wholesaler
Financial Consultant
Wealth Management Associate-(Internal Wholesaler)
Internal Wholesaler
Internal Sales Consultant
Roosevelt University
University of Southern Maine - School of Business
Recommendations: 3
Mutual Funds
Investments
Training
Financial Services
Series 7
Asset Allocation
Fixed Annuities
Territory Management
Shara Fessler
Senior Vice President
Greater Chicago Area
Senior Vice President
VP, National Advisory Consultant
Senior Regional Marketing Associate
Internal Wholesaler
Arizona State University, W. P. Carey School of Business
Arizona State University
Recommendations: 2
Series 63
Series 7
Mutual Funds
Wealth Management
401k
Retirement Planning
Separately Managed Accounts
Asset Allocation
Perry Papadopoulos
Broker Dealer Wholesaler
Greater Chicago Area
Broker Dealer Wholesaler
Account Manager
Regional Vice President
Regional Vice President
Regional Sales Consultant
Independent Insurance Advisor
Financial Services Associate
SXU - Graham School of Management
Marist
Recommendations: 2
Selling
Negotiation
Risk Management
Annuities
Life Insurance
Long Term Care
Disability Insurance
Fixed Annuities
Neal Halawa
President
Greater Chicago Area
President
President/ Registered Representative/Investment Adviser
External Wholesaler
Internal Wholesaler
Financial Consultant
Relationship Banker/Investment Representative
Insurance Agent
DePaul University
Recommendations: 2
Financial Planning
Practice Management
Business Relationship Management
Business Development
Marketing
Wealth Management
Retirement Income Planning
Series 7
John Karter
Certified Structured Settlement Consultant
Greater Chicago Area
Certified Structured Settlement Consultant
Structured Settlement Consultant
Consultant
Wholesaler
Structured Settlement Broker
Internal Wholesaler
University of Notre Dame - Mendoza College of Business
University of Cincinnati
Kettering Fairmont
Recommendations: 1
Mediation
Fixed Annuities
Insurance
Medical Malpractice
Settlement
Claim
Liability
Legal Liability
Jackie Wilke
Social Media and Digital Marketing, Associate
Greater Chicago Area
Social Media and Digital Marketing, Associate
International Marketing, Associate
Internal Wholesaler
Michigan Avenue Store Intern
Sales Associate
Mayor's Office for People with Disabilities: Marketing and PR Intern
Butler University
Butler University
Recommendations: 0
Sales
Marketing
Customer Service
Sales Management
Public Relations
Time Management
Cold Calling
Investments
Coleman Bello
Vice President, Wholesaler
Greater Chicago Area
Vice President, Wholesaler
Regional Vice President, Wholesaler
Business Development Specialist
Internal Wholesaler
Pricing Analyst
Skidmore College
Northfield Mount Hermon
Sandwich High School
Recommendations: 0
401k
Series 63
Mutual Funds
Investments
Series 7
Peter Arethas
VP - Regional Investment Manager
Greater Chicago Area
VP - Regional Investment Manager
VU Venture Partners - Venture Capital Investor Fellow
Adjunct Professor - Economics, Business Strategy
External Wholesaler
DePaul University - Charles H. Kellstadt Graduate School of Business
Recommendations: 0
Theodore Yeo
Vice President
Greater Chicago Area
Vice President
Regional Vice President
Regional Vice President
Regional Vice President
Regional Marketing Director
Internal Wholesaler
Financial Advisor
Miami University
ZCHS
Recommendations: 0
Series 7
Series 63
Mutual Funds
Alternative Investments
Securities
Investments
Asset Allocation
FINRA
Lindsay Meidl (Hocking)
External Wholesaler Retirement Plans
Greater Chicago Area
External Wholesaler Retirement Plans
Regional Business Development Manager Retirement Services
Internal Wholesaler
Director of Training and Development
Training and Development/Recruitment Coordinator
University of Illinois at Urbana-Champaign
Recommendations: 0
Leadership
Sales
Retirement Planning
Insurance
Coaching
Business Coaching
Series 63
Employee Training
David Marcheschi
Founder & CEO
Greater Chicago Area
Founder & CEO
CP
Board of Director
Founder / Creator
Real Estate Broker, Originator and Wholesaler
Arizona State University
DePaul University
Our Savior Lutheran
Recommendations: 0
Entrepreneurship
Marketing Strategy
Curtis Greenley
Regional Vice President
Greater Chicago Area
Regional Vice President
Internal Wholesaler
Colorado State University
Recommendations: 0
Variable Annuities
Fixed Annuities
Series 7
Series 6
Series 63
Licensed Life Insurance Agent
Certified Fund Specialist
Series 65
Mike Papedis
Executive Vice President, HighTower Experience Group
Greater Chicago Area
Executive Vice President, HighTower Experience Group
Vice President - Sales
Sales Representative
Wholesaler
Client Service Represenative
University of Iowa
Creighton University
Recommendations: 0
Qualified Retirement Plans
401k Rollovers
Customer Service
Sales Management
Series 7
Strategic Planning
Team Leadership
Strategic Communications
Mark Riesmeyer
Regional Specialist
Greater Chicago Area
Regional Specialist
Regional Vice President
Regional Vice President, N. IL
Internal Wholesaler
Senior Customer Service Representative
Boston College
Rockhurst High School
Recommendations: 0
JEFF ZITEK
Regional Life and Worksite Benefits Director
Greater Chicago Area
Regional Life and Worksite Benefits Director
Partner and Vice President Sales and Marketing
Brokerage Sales Manager
Regional Sales Manager/External Wholesaler
Illinois State University
Recommendations: 0
Insurance
Property & Casualty...
Sales
Life Insurance
Term Life Insurance
Brokers
Life Specialist
External Wholesaler
Bruce Spagnola
Principal, Co-Founder, CFO
Greater Chicago Area
Principal, Co-Founder, CFO
President, Co-Founder, CFO
Principal, Co-Founder, CFO
Owner
District Wholesaler
University of Phoenix
Lemont High School
Recommendations: 0
Real Estate
Wholesaling
Investments
Condos
Rehabbing
General Contracting
Investment Properties
Property Management
Shara Voulgaris
Institutional Strategy Desk
Greater Chicago Area
Institutional Strategy Desk
Internal Wholesaler
Client Services Specialist
Investment Advisor Representative
Financial Consultant
DePaul University
Recommendations: 0
Investments
Strategy
Series 7
Financial Services
Securities
Business Development
Series 63
Series 24
Tom Piazzi
Internal Wholesaler
Greater Chicago Area
Internal Wholesaler
Trading Support
Financial Services Representative
Resident Manager, Leasing Agent
Cashier
University of Iowa - Henry B. Tippie College of Business
Recommendations: 0
Stategic Financial...
Wealth Accumulation
Disability Insurance
Life Insurance
Mutual Funds
Finance
Economics
Wealth Management
Neal Smith
Assistant Vice President, Retirement Plan Consultant
Greater Chicago Area
Assistant Vice President, Retirement Plan Consultant
Internal Advisor Consultant
Internal Wholesaler
Loyola University of Chicago
University of Iowa
Recommendations: 0
Separately Managed...
Closed-end Funds
SMA
Series 65
Series 7
Series 63
ETFs
Mutual Funds
Sam McHale
Vice President, Institutional Fixed Income Sales
Greater Chicago Area
Vice President, Institutional Fixed Income Sales
Vice President, Institutional Fixed Income Sales
Fixed Income Institutional Sales
Internal Wholesaler
Wheaton College
Recommendations: 0
Series 7
Series 63
Finance
FINRA
Bonds
Series 65
Agency MBS
MBS
Trevor Bushhouse
Internal Wholesaler
Greater Chicago Area
Internal Wholesaler
Loan Advisor
Logistics and Sustainment Intern
Sales Intern
Finance Intern
Calvin College
Wheaton North
Recommendations: 0
Marketing
Sales
PowerPoint
Market Research
Finance
Customer Service
Event Management
Social Media
Andrew Abe
Internal Wholesaler
Greater Chicago Area
Internal Wholesaler
Data Integrity Analyst
Intern
Store Associate
Hope College
Naperville North High School
Recommendations: 0
Microsoft Office
Microsoft Excel
PowerPoint
Microsoft Word
Customer Service
Research
Financial Analysis
Financial Modeling
Tyler Neenan, CFP®, C(k)P®
Vice President, Defined Contribution Advisor Consultant
Greater Chicago Area
Vice President, Defined Contribution Advisor Consultant
Vice President, Midwest Regional Sales Director
Internal Wholesaler
Sales Manager
State University of New York at Buffalo - School of Management
Honeoye Falls-Lima High School
Recommendations: 0
Jeff Kremin
Senior Vice President and Divisional Sales Manager
Greater Chicago Area
Senior Vice President and Divisional Sales Manager
Northern Divisional Sales Manager
Regional Manager and Regional Vice President
Regional Life Consultant
Municipal Investment Wholesaler
University of Michigan
Recommendations: 0
Alternative Investments
Fixed Annuities
Mutual Funds
Retirement Planning
Series 6
Series 63
Series 7
Terri Marrs
Major Account District Manager
Greater Chicago Area
Major Account District Manager
Regional Vice President, Sales ABA Retirement Funds
Managing Director
401(k) Major Account District Manager
Group Pension Wholesaler
401(k) Internal Wholesaler
University of Illinois at Chicago
Recommendations: 0
401k
Retirement
Series 63
Series 6
Investments
Retirement Planning
Sales
Angela Corbin
Network Marketing Expert
Greater Chicago Area
Network Marketing Expert
CEO & Real Estate Consultant LJW Enterprises
Real Estate Investor and Wholesaler
Executive Director
Teacher
Realflow Systems
VanderCook College of Music
Freedom Publishing Company
Autopilot Kris Kirschner
Chicago State University
FreedomSoft Real Estate
Roosevelt University
Recommendations: 0
Lana Cox
Internal Wholesaler
Greater Chicago Area
Internal Wholesaler
Performance Analyst
Wings Team Member
Production Assistant
Pro Shop Staff
Legal Secretary
Seattle University
Recommendations: 0
Michael Balch
Head of Sales | Partner
Greater Chicago Area
Head of Sales | Partner
Managing Partner
Owner
Wholesaler
Specialist
Wholesaler
Wholesaler, National Sales Manager
National Sales Manager, National Accounts Manager
Lake Forest College
Recommendations: 0
Elizabeth Krebs
Financial Advisor, Krebs Financial Management
Greater Chicago Area
Financial Advisor, Krebs Financial Management
Senior Registered Account Administrator
Inside Wholesaler
Trinity College-Hartford
Recommendations: 0
Series 63
Investments
Investment Strategies
Portfolio Management
Series 7
401k
Insurance
IRAs
Jim Hutchinson
Vice President, Associate Regional Director
Greater Chicago Area
Vice President, Associate Regional Director
Regional Director, External Wholesaler
Business Development Officer
Internal wholesaler
Account Executive
Vice President of Global Sales
Director of Sales and Marketing
Internal wholesaler
Combat Engineer
Lafayette college
RFH
Recommendations: 0
Alternative Investments
Mutual Funds
Investments
Series 7
Separately Managed Accounts
Portfolio Management
Series 63
Financial Services
Christopher Francis
Tax Specialist
Greater Chicago Area
Tax Specialist
Internal Wholesaler
Vice President, Investment Consultant
Vice President, Director Business Development Workplace Savings Solutions
Investment Specialist - SMA
Sales Consultant - Major Market Services
State University of New York College at Geneseo
Recommendations: 0
Asset Allocation
Financial Advisory
Risk Management
Series 7
Asset Management
Capital Markets
Mutual Funds
Portfolio Management
Tim Daniel
Vice President - Outside Wholesaler
Greater Chicago Area
Vice President - Outside Wholesaler
Internal Wholesaler
Retirement Plan Sales Associate
Plan Administrator
Benedictine University
University of Iowa
Recommendations: 0
401k
Series 6
Series 7
Profit Sharing
Defined Benefit
Defined Contribution
Retirement
Retirement Plan Consulting
Vito Salatino Jr
Regional Sales Integration Manager
Greater Chicago Area
Regional Sales Integration Manager
Vice President / Senior Training Specialist
Vice President / Branch Manager
Central Region Retail Sales Wholesaler
Branch Manager
Assistant Branch Manager
Personal Banker
Elmhurst College
Recommendations: 0
Loans
Banking
Small Business Lending
Retail Banking
Relationship Management
Customer Service
Branch Banking
Call Center
Tony Saba
Internal Sales Consultant - Supervisor
Greater Chicago Area
Internal Sales Consultant - Supervisor
Regional Sales Associate
Internal Wholesaler
DePaul University - Charles H. Kellstadt Graduate School of Business
University of St. Thomas
Recommendations: 0
Series 7
Mutual Funds
Series 63
Investments
Alternative Investments
Asset Allocation
Wealth Management
Asset Management
Daniel Ellsworth
President
Greater Chicago Area
President
President
Senior Funds Technician
Internal Wholesaler
Sales Support Representative
DePaul University
Recommendations: 0
Risk Management
Insurance
Budgeting
Purchasing
Mentoring
Budgets
Customer Service
Management
Sue Artz-Farel
Regional Sales Consultant/Internal Wholesaler
Greater Chicago Area
Regional Sales Consultant/Internal Wholesaler
Direct Line Sales Consultant
Wholesale Sales Support
Producer, Licensed
Regional Operations Manager
Mortgage Specialist
Southern Illinois University, Carbondale
Recommendations: 0
Series 6
Series 63
Fixed Annuities
Life Insurance
Retirement
Insurance
Term Life Insurance
FINRA
Dale Pelletier
Director
Greater Chicago Area
Director
Regional Marketing Director | Regional Sales Manager | Wholesaler
Regional Marketing Director | Regional Sales Manager | Wholesaler
Regional Vice President | Vice President Sales | Wholesaler
Regional Vice President | Vice President Sales | Wholesaler
Vice President | Vice President Sales | Wholesaler
Vice President | Vice President Sales | Wholesaler
Vice President | Vice President Sales | Wholesaler
Regional Vice President | Vice President Sales | Wholesaler
Financial Consultant | Financial Advisor
Sales Representative | Outside Sales Representative
University of Notre Dame
Mt. Carmel High School
Recommendations: 0
Sales
Strategic Planning
Leadership
Marketing Strategy
Marketing
Public Speaking
Finance
Social Media
John Angel, CRC®
Regional Vice President
Greater Chicago Area
Regional Vice President
Regional Marketing Director
Regional Marketing Director
Internal Wholesaler
Assistant Branch Manager and Financial Advisor
Eastern Illinois University
College of DuPage
Recommendations: 0
Social Security
Business Development
Retirement Planning
Public Speaking
Life Insurance
Asset Allocation
Coaching
Financial Services
Steven Zabel
Account Executive
Greater Chicago Area
Account Executive
Wholesaler
Account Manager
General Manager
Food Guy/Menu Specialist
Director of Operations
General Manager
Regional General Manager
Scottsdale Culinary Institute
Northern Illinois University
Harper College
Recommendations: 0
Multi-unit operation...
Multimillion-dollar P&L...
Facility management
Event management &...
Troubleshooting and...
Project planning and...
Risk management and...
Purchasing and...
Greg Lucchesi
Internal Wholesaler
Greater Chicago Area
Internal Wholesaler
Internal Sales Consultant
Account Executive
University of Illinois at Urbana-Champaign
Notre Dame High School
Recommendations: 0
Social Networking
Social Media Marketing
New Business Development
Sales Operations
Marketing
Customer Service
Marketing Strategy
Public Speaking
Natalie Wyzgowski
Vice President of Sales
Greater Chicago Area
Vice President of Sales
Vice President of Sales
Regional Vice President
Wholesaler
Financial Planner
Securities Licensed
Recommendations: 0
Robert Fenby
MGT
Greater Chicago Area
MGT
Regional Marketing Specialist
Team Lead - Internal Wholesaler
Internal Wholesaler
Personal Banker II
Regional Marketing Director
Student Developement Officer
Michigan Technological University
Recommendations: 0
Jill Szambelan, DIA
Disability Income Internal Wholesaler
Greater Chicago Area
Disability Income Internal Wholesaler
Recommendations: 0
Investments
Insurance
Retirement Planning
Employee Benefits
Disability Insurance
Income Protection
Business Overhead Expense
Social Security Disability
Colleen McCorry
Internal Wholesaler
Greater Chicago Area
Internal Wholesaler
Divisional Marketing Director/External Wholesaler
Internal Wholesaler
Account Manager
Marketing Assistant, Sales Associate, Internal Wholesaler
Dominican University, Brennan School of Business
Eastern Illinois University
Recommendations: 0
Series 63
Series 7
Mutual Funds
Fixed Annuities
Series 6
ETFs
Variable Annuities
Investments
Valerie Oseguera
CSA
Greater Chicago Area
CSA
Internal Wholesaler
Advisor Consultant Assistant
Purdue University
Recommendations: 0
Robert Hart, CFP, ChFC
Vice-President / Certified Financial Planner
Greater Chicago Area
Vice-President / Certified Financial Planner
Certified Financial Planner
Certified Financial Planner
Certifed Financial Planner
Internal Wholesaler
Lewis University
College for Financial Planning
The American College
Recommendations: 0
Marc Ruskin, CLU, ChFC, REBC, RHU
Manager of Financial Services
Greater Chicago Area
Manager of Financial Services
Founder
Regional Vice President/External Wholesaler
Managing General Agent
Regional Managing Director
Associate Managing Partner, Advanced Markets & Experienced Recruiting Manager
District Manager/Registered Representative
American College
FINRA
Recommendations: 0
Investments
Retirement
Wealth Management
Estate Planning
Risk Management
Underwriting
Business Planning
Life Insurance
Michael Santacaterina
Internal Wholesaler
Greater Chicago Area
Internal Wholesaler
Northern Illinois University
Recommendations: 0
Series 7
Series 66
Sales
Leadership
Team Building
Finance
Relationship Management
Investments
Lauren Speidel
Assistant Vice President, Internal Wholesaler
Greater Chicago Area
Assistant Vice President, Internal Wholesaler
University of Iowa
Amos Alonzo Stagg
Recommendations: 0
Securities
Private Placements
Series 7
Series 63
Alternative Investments
Investments
Mortgage Lending
REIT
Monica Domzalski
Sales Operations Manager
Greater Chicago Area
Sales Operations Manager
Wholesaler
Financial Advisor
Recommendations: 0
Series 7
Series 63
Bryan Stiger
Wealth Management Advisor
Greater Chicago Area
Wealth Management Advisor
Internal Wholesaler
Execution Specialist
Analyst
Market Maker
Northern Illinois University
Illinois State University
Recommendations: 0
Alternative Investments
Portfolio Management
ETFs
Series 63
Series 7
Mutual Funds
Kevin Wyrostek
Volunteer
Greater Chicago Area
Volunteer
Client Finance Manager
ETF & SMA Inside Wholesaler
Financial Analyst
Pricing Analyst
Financial Analyst
Financial Representative
Volunteer
Volunteer
Augustana College
Recommendations: 0
Budgeting
Finance
Team Participation
Microsoft Excel
PowerPoint
Customer Service
Microsoft Office
Microsoft Word
Matthew Dana
Executive Vice President Head of Consumer Banking and Wealth Management
Greater Chicago Area
Executive Vice President Head of Consumer Banking and Wealth Management
Market President Wealth Management/Premier Services
District Manager
Branch Manager
Retail Sales – Wholesaler
Personal Banker
University of Dayton
University of Dayton
Recommendations: 0
Loans
Banking
Mortgage Lending
Commercial Banking
Small Business Lending
Retail Banking
Consumer Lending
Lines Of Credit
Duane Stallworth
Business Development Manager
Greater Chicago Area
Business Development Manager
Enterprise Sales Executive (Information Management & Predictive Analytics
Medical Device Sales Account Manager
Oracle Applications ERP / EPM
Strategic Sales Executive
National Business Development Manager
External Wholesaler
External Wholesaler
Enterprise Sales Executive (Business Intelligence Public Sector)
University of Alaska Anchorage
Recommendations: 0