Forum Financial Management, LP
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Forum Financial Management, LP Employees
Forum Financial Management, LP January 2015 - Present
Forum Financial Management, LP June 2012 - Present
Alzheimer's Association, Greater Illinois Chapter Junior Board August 2015 - Present
Skills
Series 65
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Forum Financial Management, LP May 2001 - Present
Education
Elmhurst College 1997 — 2001
BS, Economics & Business Administration
Forum Financial Management, LP August 2010 - Present
Fifth Third Private Bank 2005 - 2009
LaSalle Bank N.A. 1987 - 2005
Education
Northern Illinois University 1974 — 1976
Finance, Business
J. Sterling Morton East High School 1968 — 1972
Diploma, High School/Secondary Diplomas and Certificates
Faermark & Williams, LLC February 2012 - Present
Forum Financial Management, LP September 2011 - Present
Forum Financial Management, LLC January 2011 - September 2011
Colky & Kirsh, Ltd. June 2010 - April 2011
Huron Consulting August 2009 - June 2010
Knosher & Kite, Attorneys at Law November 2009 - May 2010
City of Chicago/O'Hare Modernization Program July 2008 - December 2008
The Honorable Jesse Reyes January 2007 - May 2007
Genworth Financial Services October 2005 - December 2005
DuPage County August 2005 - October 2005
Skills
Estate Planning, Small Business, Corporate Law
Education
The John Marshall Law School 2006 — 2009
Juris Doctor
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Arts, History
Rupari Food Services October 2011 - Present
SciTech Hands On Museum June 2011 - August 2011
Forum Financial Management, LP February 2011 - June 2011
CF Industries November 1985 - August 2010
Quaker Oats February 1980 - November 1985
Deloitte & Touche September 1977 - February 1980
Borg Warner Automotive January 1976 - August 1976
Education
Northwestern University - Kellogg School of Management 1981 — 1984
MM, Finance
Indiana University Bloomington 1973 — 1977
BS, Accounting
Forum Financial Management, LP August 2015 - Present
Urban Prairie Waldorf School May 2008 - Present
1871 December 2014 - Present
Albridge, an Affiliate of Pershing March 2011 - Present
Swim Across America,Inc December 2011 - December 2014
Alliance for the Great Lakes November 2005 - October 2011
iNautix USA, a division of Pershing LLC September 2008 - February 2011
ProofSpace March 2007 - April 2008
Morningstar LLC August 2004 - March 2007
Morningstar August 2001 - August 2004
Skills
Financial Services, Series 65, Investment Advisory..., Retirement Income..., Retirement Planning, Financial Planning, Investments, Wealth Management, Sales, Business Development, New Business Development, Relationship Management, Business Strategy, Strategic Planning, Competitive Analysis, Customer Value..., Employee Value..., Product Strategy, Product Innovation, Product Development, User Experience, Product Management, Marketing Strategy, Market Research, Marketing Communications, Entrepreneurship, Start-ups, Financial Technology, Start-up Consulting, Leadership, Thought Leadership, Non-profit Leadership, Non-profit Boards, Fundraising, Management, Consulting, Change Management, Public Speaking, Business Writing, Microsoft Excel, Financial Modeling
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA
The University of Texas at Austin 1986 — 1990
B.A. with Honors
Martin County High School 1982 — 1987
Forum Financial Management, LP July 2007 - Present
Genworth Financial 2004 - 2007
GE Capital 2002 - 2004
GE Capital 1997 - 2001
Price Waterhouse 1993 - 1997
Nancy's Restaurant & Bar, Christchurch, New Zealand 1991 - 1993
Arthur Andersen 1984 - 1991
Education
University of Canterbury 1980 — 1984
Forum Financial Management, LP October 2012 - Present
Serious Stewardship LLC 2004 - November 2012
Credit Suisse 2000 - 2004
Donaldson, Lufkin & Jenrette 1996 - 2000
Education
Northwestern University - Kellogg School of Management 1989 — 1991
Master of Management, Business Administration and Management, General
Yale University 1981 — 1985
Bachelor of Arts (B.A.), Political Science
Forum Financial Management, LP January 2001 - Present
Genworth Financial 2004 - 2007
General Electric 1998 - 2004
The Terra Financial Companies/Terra Securities Corporation 1981 - 1998
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1975 — 1978
JD, Law
Illinois Institute of Technology 1969 — 1973
BS, Accounting and Finance
Forum Financial Management, LP March 2011 - Present
Palmer Place May 2008 - September 2012
The Leukemia & Lymphoma Society June 2010 - November 2010
Champaign Urbana Special Recreation January 2009 - May 2010
University of Illinois at Urbana-Champaign October 2006 - May 2010
Skills
Social Media, PowerPoint, Microsoft Office, Event Planning, Marketing, Microsoft Excel, Customer Service, Public Speaking, Management, Leadership
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Forum Financial Management, LP May 2010 - Present
Victor Capital March 2005 - May 2010
Education
Arizona State University
Finance
Forum Financial Management, LP January 2015 - Present
Black Rock Milling & Paving Company January 2011 - Present
The Patching People April 2010 - December 2010
Skills
Estimating, Scheduling, Microsoft Office, Customer Relations, Contract Negotiation, Sales Management, Process Scheduler, Budgets, Real Estate, Customer Service, Negotiation, Team Building, Marketing, Leadership, Customer Satisfaction, Account Management, Cold Calling, Sales, Strategic Planning, Microsoft Excel, Management
Education
DePaul University 2012 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Indiana University Bloomington 2006 — 2010
BS, Financial Management
Forum Financial Management LP August 2005 - Present
Forum CPA Group LLC 2005 - Present
Alexander X Kuhn and Company August 1997 - August 2005
Hofner and Hofner September 1993 - August 1997
Quaker Oats 1980 - 1989
Ernst and Young 1979 - 1980
Education
Northwestern University - Kellogg School of Management 1981 — 1984
MBA, Marketing, Finance and Intl Business
St. Joseph's College 1975 — 1979
Bachelor of Science, Accounting
Forum Financial Management, LP May 2014 - Present
Skills
Works well with a team, Time Management, Achieving Results, Sales, Management, Teamwork, Leadership
Education
Indiana University Bloomington 2013 — 2017
Entrepreneurship and Corporate Innovation, Marketing/Marketing Management, General, Freshman
Marmion Academy 2009 — 2013
Academic Degree, General Studies, Graduate
Forum Financial Management, LP November 2009 - Present
First Capital Financial Concepts November 2008 - October 2009
BNI 2008 - 2009
AXA-Advisors June 2006 - October 2008
UPS January 1979 - January 2006
Skills
Strategic Financial..., Insurance, Wealth Management, Small Business, Retirement Planning
Education
University of Illinois at Chicago 1972 — 1976
BS, Marketing
Marquette University 2002 — 2006
Marquette Parent
Forum Financial Management, LP January 2001 - Present
Ann & Robert H. Lurie Children's Hospital of Chicago Foundation January 2012 - December 2012
Living Well Cancer Resource Center January 2008 - December 2011
Genworth Financial August 2000 - March 2011
GE June 1998 - August 2000
The Terra Financial Companies. Ltd., / Terra Securities Corporation September 1984 - June 1998
Education
College For Financial Planning 1986 — 1988
CFP Certificant
University of Illinois at Urbana-Champaign 1976 — 1980
BS
Forum Financial Management, LP July 2002 - Present
Forum Tax And Accounting Services LLC July 2002 - Present
Education
St. Joseph's College (IN) 1974 — 1978
Forum Financial Management, LP 2010 - Present
Pinnacle Financial Solutions PC 1977 - December 2009
Education
University of Illinois at Urbana-Champaign - College of Business 1968 — 1972
BS, Accounting
RegentAtlantic April 2015 - Present
Forum Financial Management LP October 2013 - Present
Lighthouse Financial Group Inc. August 2012 - July 2013
Genworth Financial Securities Corporation October 2005 - April 2012
CJM Planning Corporation May 1999 - October 2005
Skills
Business Development, Customer Support..., Relationship..., Logistics, Cash Management, Corporate Education &..., Cost Analysis, Foundational..., Industry Suitability, Inventory Control &..., Logistical Analysis, Marketing/Merchadising..., Personnel Development &..., Procedural Analysis, Resource Management, Securities, Customer Service, Management, Operations Management
Education
Passaic County Community College
A.A.