Savant Capital Management
Savant Capital Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Savant Capital Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Savant Capital Management Salaries. You can even request information on how much does Savant Capital Management pay if you want to. Learn about salaries, pros and cons of working for Savant Capital Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
72 Savant Capital Management employees in database. Find out everything there's to know about Savant Capital Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Savant Capital Management Employees
Savant Capital Management January 2008 - Present
United Way of Rock River Valley January 2007 - January 2008
Rockford Area Convention & Visitors Bureau August 1998 - December 2007
Skills
Fundraising, Marketing Communications, Public Relations, Event Planning, Strategic Planning, Customer Service, Social Media, Community Relations, Leadership, Marketing
Education
West Virginia University 2012 — 2014
Master's Degree, Integrated Marketing & Communications
College for Financial Planning 2008 — 2009
Registered Paraplanner Designation
University of Wisconsin-Platteville 1993 — 1997
Bachelor's Degree, Communications/Public Relations
Savant Capital Management August 2014 - Present
Jolly Good Fellows June 2013 - July 2014
Michigan Shores Club September 2004 - May 2013
Education
Kendall College 2004 — 2006
Bachelor of Hospitality Managemen
Kendall College 2002 — 2004
Associate of Science (AS), Culinary Arts/Chef Training
Rock Valley College 2000 — 2002
Associate of Science (AS)
Vista360 December 2013 - February 2014
M&I, a part of BMO Financial Group December 2009 - January 2013
GreaterWorks Missions September 2008 - July 2009
McGladrey & Pullen September 2006 - March 2009
Savant Capital Management May 2006 - September 2006
JACCE 2004 - 2006
Skills
Auditing, Bookkeeping, Tutoring, Online Tutoring, Mathematics, Accounting, Banking, AML/BSA, Finance, Internal Audit, External Audit, Sarbanes-Oxley Act, Cash Management, Strategic Financial..., Management, Budgets, Account Reconciliation, Financial Analysis, CPA, GAAP, Cash Flow, Financial Reporting, US GAAP, Financial Accounting, Financial Statements, Program Management, Nonprofits, Financial Audits, Internal Controls, General Ledger, Financial Risk
Education
Rockford College 2002 — 2006
B.S., Accounting and Mathematics
HHS 1998 — 2002
Medix™ July 2011 - Present
Medix™ December 2013 - July 2014
Medix™ September 2009 - July 2011
Medix™ April 2009 - September 2009
Medix™ June 2008 - April 2009
Josef Barbados September 2006 - May 2008
Savant Capital Management May 2005 - August 2005
Rockford Register Star May 2004 - August 2004
Great Commission Ministries May 2002 - August 2002
Skills
New Business Development, Leadership Development, Sales Management, Sales Operations, Sales Process, Contract Recruitment, Coaching, Training & Development, Contract Negotiation, Healthcare, Health Insurance, Medical Billing, Hospitals, Revenue Cycle, Reporting & Analysis, Lead Generation, Social Networking, Employee Training, Account Management, Business Development, CRM, Leadership, Recruiting, Health Policy, Medicaid Managed Care, Medicare Part D, Case Managment, Utilization Management, Managed Care, Professional Mentoring, Public Speaking, Consultative Selling..., Direct Placement, Business Strategy, Higher Education..., Marketing Strategy, Financial Analysis, Temporary Placement, Training, Talent Management, Sales, Human Resources, Talent Acquisition, Negotiation, Interviews, Marketing, Temporary Staffing, Salesforce.com, Team Building, Technical Recruiting
Education
Northern Illinois University 2006 — 2008
Bachelors, Marketing
Leonetti & Associates, LLC September 2014 - Present
Savant Capital Management May 2013 - April 2014
Summit Wealth Group June 2012 - August 2012
Best Buy July 2008 - November 2011
marcfirst October 2010 - October 2010
Regional Elite May 2010 - October 2010
Lindgren, Callihan, Van Osdol & Co., Ltd. May 2007 - August 2007
Menards April 2004 - May 2007
Skills
Strategic Financial..., Investments, Financial Advisory, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Office, Customer Service, Teamwork, Critical Thinking, Time Management, Microsoft Word, Public Speaking, Financial Planners, Management, Retirement Planning, Budgets, Money Guide Pro, Morningstar
Education
Texas Tech University 2011 — 2012
M.S., Personal Financial Planning
Illinois State University 2004 — 2009
B.S, Accounting and Finance
Illinois State University TechZone August 2013 - Present
Savant Capital Management May 2013 - August 2013
Best Buy July 2011 - December 2012
Skills
Public Speaking, Leadership, Sales, Press Releases, Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Management
Education
Illinois State University 2012 — 2016
Bachelor's Degree in Communication, Organizational Leadership, Junior
Savant Capital Management July 2014 - Present
Savant Capital Management September 2008 - July 2014
Fifth Third Bank 2006 - 2008
Skills
Asset Allocation, Diversification, Cash Flow Planning, Retirement Planning, Pension Analysis, 401k Rollovers, Investment Strategies, Tax Management, Financial Planning, Financial Analysis, 529 Plans
Education
Rockford University 2000 — 2002
Bachelor's Degree, Economics
Rock Valley College 1997 — 2000
Associate's Degree, General Studies
Savant Capital Management June 2014 - Present
Trekk May 2013 - June 2014
Alpine Bank Illinois October 2012 - May 2013
CytoSport, Inc. May 2012 - December 2012
Marillac St. Vincent Family Services January 2011 - April 2011
Skills
Social Media, SEO copywriting, Web Content Management, Search Engine Marketing, Public Relations, Marketing, Strategic Planning, Public Speaking, Organization, Teamwork, Project Management
Education
College for Financial Planning 2014 — 2015
Registered ParaplannerTM (RP®)
DePaul University 2010 — 2014
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication, 3.6 GPA
Savant Capital Management May 2007 - Present
Skills
Asset Allocation, Diversification, Cash Flow Planning, Retirement Planning, Charitable Giving..., Executive Compensation, Pension Analysis, Social Security Analysis, Tax Management, Estate Planning, Investment Strategies, Qualified Retirement..., 401k Rollovers, Multi-generational..., Wealth Accumulation..., Wealth Preservation..., Roth Conversions, Deferred Compensation, College Savings Plans, Retirement Income..., Financial Analysis, Financial Planning, Wealth Management, Retirement, Investments
Education
Northern Illinois University 2006 — 2008
Bachelors, Finance
University of Iowa 2005 — 2005
Financial Planning
Rock Valley College 2004 — 2006
Financial Planning
Rockford Lutheran High School 2000 — 2004
Savant Capital Management January 2015 - Present
TIAA-CREF July 2010 - November 2014
T. Rowe Price November 1997 - July 2010
Private Marketing Firm January 1996 - March 1997
Skills
Asset Allocation, Investments, Retirement, Wealth Management, Retirement Planning, Investment Strategies, Mutual Funds, Financial Services, Estate Planning, Strategic Financial..., Life Insurance, Series 7, Series 63, Variable Annuities, Asset Management, Portfolio Management, 401k, Securities, Uniform Combined State..., Alternative Investments, IRAs
Education
College for Financial Planning
University of South Florida
B.A.
Savant Capital Management January 2013 - Present
Mosaic August 2004 - February 2012
Education
Rockford Lutheran High School 1989 — 1993
Rock Valley College
Dugout Media December 2009 - Present
Total Quality Logistics March 2011 - August 2012
Morehead State University Foundation January 2009 - September 2009
Morehead State University/Community Recycling Center September 2008 - December 2008
Savant Capital Management May 2008 - August 2008
MCI May 2003 - August 2003
Skills
Account Reconciliation, Management, Accounts Payable, Accounting
Education
Morehead State University
bachelor's, Accounting
Savant Capital Management January 2007 - Present
Skills
CERTIFIED FINANCIAL..., Personal Financial...
Education
Marquette University 2006 — 2007
Certificate in Financial Planning
University of Illinois College of Medicine 1989 — 1996
MD
Marquette University 1985 — 1989
BS, Biomedical Engineering
Boylan High School
Savant Capital Management July 2012 - Present
Financial Planning magazine 2005 - Present
Skills
Wealth Management, complex business..., Complex tax preparation..., Portfolio design and..., Investments, Strategic Financial..., Tax, Public Speaking, Financial Goals, Asset Allocation, Portfolio Management, Retirement Planning, Investment Advisory, Asset Managment, Business Planning, Business Strategy, Management Consulting, Estate Planning, Financial Services, Financial Analysis, Start-ups, Risk Management, Strategic Planning, Private Equity, Financial Planners, Financial Advisory, Asset Management, Investment Management, Finance, Mergers & Acquisitions, Mutual Funds, Retirement, Wealth, Investment Strategies, Alternative Investments, Personal Finance, Strategy, Leadership, Business Development, Securities, Personal Financial..., Small Business, Pensions, High Net Worth...
Education
Harvard Business School 1977 — 1979
MBA
Purdue University 1965 — 1973
BS
Savant Capital Management November 2006 - Present
U.S. Bank 1989 - 2006
Education
Northern Illinois University 1980 — 1981
Bachelor of Science (BS), Marketing
Higland Community College 1977 — 1979
Associate of Science (A.S.), General Studies
Savant Capital Management August 2007 - Present
Education
Trinity International University 2003 — 2007
Rockford College 1996 — 2000
Bachelor of Science (B.S.), Mathematics
Businessolver June 2014 - Present
Businessolver August 2012 - June 2014
Businessolver June 2011 - August 2012
Wells Fargo Home Mortgage August 2010 - June 2011
Wells Fargo Financial June 2009 - August 2010
Savant Capital Management May 2008 - August 2008
Skills
Employee Benefits, Benefits Administration, Business Analysis, Call Centers, COBRA, Customer Satisfaction, Technical Support, Banking, Open Enrollment, Customer Service, Vendor Management, Access
Education
Drake University 2007 — 2011
BSBA, Marketing
Drake University 2007 — 2011
BSBA, Management
Drake University 2007 — 2011
BSBA, Entrepreneurship
Rockford Auburn High School 2003 — 2007
Savant Capital Management March 2015 - Present
Savant Capital Management October 2007 - March 2015
Kerry Ingredients 2005 - 2007
Hamilton Sundstrand 2001 - 2005
Education
Northern Illinois University 1996 — 2000
finance
Savant Capital Management June 2012 - Present
The Monitor Group, Inc. September 2007 - June 2012
Atlantic Trust September 2003 - August 2007
Skills
Investment Strategies, Investments, Finance, Strategic Financial..., Investment Banking, Portfolio Management, Financial Advisory, Wealth Management, Asset Allocation, Non-profit Volunteer, Management, Investment Advisory
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA
Georgetown University 2006 — 2006
Certificate in Financial Planning
Wake Forest University 1999 — 2003
BS, Business
BMO Capital Markets 2013 - Present
BMO Capital Markets June 2012 - August 2012
Illinois Business Consulting August 2011 - May 2012
Savant Capital Management May 2011 - August 2011
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2012
BS, Finance
Korea University 2010 — 2010
Business
Savant Capital Management September 2011 - Present
United Way of Rock River Valley March 2008 - September 2011
AMCORE Bank October 2007 - March 2008
Illinois State University May 2005 - May 2006
Education
Illinois State University 2001 — 2005
BS, Communication
Guilford High School 1997 — 2001
Savant Capital Management July 2011 - Present
Savant Capital Management February 2005 - July 2011
Forest Hills Country Club August 2002 - October 2004
Skills
Financial Planning, Investments, Retirement Planning, Problem Solving, Asset Management, Financial Analysis, Marketing Strategy, Social Media, Retirement, Estate Planning, IRA Rollover, 401k Rollovers, Tax Strategies, Wealth Preservation..., 529 Plans, College Education..., Social Security Analysis, Retirement Savings, Retirement Income..., Holistic Financial..., Personal Financial..., Certified Financial..., Income Protection, Investment Advisory, Financial Planners, Strategic Financial...
Education
Augsburg College 1998 — 2002
Bachelor of Arts (B.A.), Business Administration
Harlem High School 1995 — 1998
College Prep
Savant Capital Management September 2013 - Present
Savant Capital Management May 2013 - September 2013
BMO Harris Bank April 2010 - November 2010
AMCORE Bank August 2002 - April 2010
Capital One July 2001 - August 2002
Skills
Accounts Payable, Accounts Receivable, QuickBooks, Microsoft Excel, Microsoft Word, Bank Reconciliation, PowerPoint, Microsoft Office, Account Reconciliation
Education
Rock Valley College 2011 — 2013
Associate's degree, Accounting, Junior
Upper Iowa University 2014 — 2016
Bachelor of Accounting, Accounting
AIA Trading April 2014 - Present
Capital Management Group (CMG) July 2013 - July 2014
Office of State Representative Joe Sosnowski June 2013 - June 2013
Hedge Fund South Africa May 2013 - June 2013
Savant Capital Management May 2012 - January 2013
Savant Capital Management December 2011 - May 2012
Peak Fitness January 2010 - December 2011
Skills
Hedge Funds, Integrity, Equities, Positive Team Player, Financial Markets, Derivatives, Trading, Determination, Networking, Options, Financial Regulation, Global Macro, Equity Derivatives, FX trading, Hedge Fund Legal..., Event Driven, Market Analysis, Financial Analysis, FX Options, Arbitrage, Leadership, Research, Trading Systems, Asset Management, Capital Markets, Investments
Education
Rock Valley College 2011 — 2013
Associate of Arts (AA), Banking, Corporate, Finance, and Securities Law
IIT Stuart School of Business
Bachelor of Business Administration (B.B.A.), Finance, Sophomore
Savant Capital Management October 2008 - June 2014
Skills
Asset Management, Retirement Planning, Strategic Financial..., Wealth Management
Education
John Brown University
Wiedner & McAuliffe, Ltd. March 2013 - Present
Suffolk County District Attorney’s Office August 2011 - April 2012
17th Judicial Circuit Courts May 2010 - August 2010
Savant Capital Management 2008 - 2009
Skills
Workers Compensation, Litigation, Legal Writing, Legal Research, Mediation, Civil Litigation, Microsoft Excel, Depositions, Public Speaking, Alternative Dispute..., Legal Issues, International Law, Criminal Defense, Criminal Litigation
Education
New England School of Law 2009 — 2012
Juris Doctorate
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Boylan Catholic High School 2000 — 2004
Savant Capital Management February 2014 - Present
Savant Capital Management July 2011 - February 2014
Rockford Park District July 2004 - July 2011
Dynamic Horizons Computer Services, Inc. September 2000 - July 2004
Education
Northern Illinois University 1998 — 2001
Bachelor of Science, Computer Science - Computer Programming
University of Illinois Springfield
Savant Capital Management January 2014 - Present
Savant Capital Management February 2011 - January 2014
AMCORE Bank, now Harris N.A. March 2007 - January 2011
AMCORE Investment Services, Inc. 2007 - 2010
AMCORE Bank June 2002 - March 2007
AMCORE Bank June 1997 - June 2002
Skills
Financial Analysis, Finance, Banking, Management, Financial Reporting, Accounting, Analysis, Financial Planning, Investments, Portfolio Management
Education
Rockford University 1992 — 1996
BS, Accounting
Savant Capital Management June 2011 - Present
Education
Rockford University 1997 — 2001
Bachelor of Arts (BA)
Savant Capital Management May 2015 - Present
Savant Capital Management June 2014 - May 2015
Cracker Barrel November 2008 - March 2015
Sysco July 2011 - May 2012
Skills
Networking, Network Engineering, Cisco Technologies, Cisco IOS, Cisco Routers, A+ Trained, Customer Service, Employee Training, Computer Hardware, Microsoft Technologies, Microsoft Office, HTML, Management, Microsoft Excel, Troubleshooting, Microsoft Word, Help Desk Support, Software Installation, Security, Technical Support, PowerPoint, Information Technology, Training, Switches, Network Security, Problem Solving, Windows, Customer Satisfaction
Education
Rock Valley College 2013 — 2015
Associate of Applied Science, Cisco Networking, 4.0 GPA
Heartland Community College 2007 — 2008
Savant Capital Management July 2015 - Present
DIGIOVINE HNILO JORDAN + JOHNSON LTD. August 2012 - July 2015
DIGIOVINE HNILO JORDAN + JOHNSON LTD. January 2012 - April 2012
Northern Illinois University August 2011 - January 2012
Paragon Advisors, LLC June 2007 - July 2011
Chicago Golf Club May 2003 - August 2010
Skills
Income Tax, Personal Tax Planning, Financial Analysis, Tax-advantaged..., Retirement Planning, Investment Management
Education
Northern Illinois University - College of Business 2011 — 2012
MAS
Northern Illinois University - College of Business 2008 — 2011
BS
Dordt College 2007 — 2008
N/A
Timothy Christian High School 2003 — 2007
Savant Capital Management May 2015 - Present
FBB Capital Partners July 2012 - April 2015
The Family Firm, Inc. July 2007 - July 2012
Charles Schwab 1995 - 2007
Skills
Retirement Planning, Financial Planning, Estate Planning, Charitable Giving, Retirement Income..., Asset Management, Wealth Management
Education
Colorado State University
Bachelor of Science, Business Administration
Savant Capital Management 2014 - Present
GCG Financial January 2013 - December 2014
GCG Financial 2011 - December 2014
Great Point Capital June 2005 - 2011
CME Group June 1999 - December 2005
Skills
Retirement Planning, Financial Planning, 401k Rollovers, Portfolio Management, Estate Planning, Personal Financial..., Wealth Management, Investment Management, Retirement Income..., Investments, Financial Advisory, College Savings Plans, Business Planning, Financial Planners, Succession Planning, Investment Advisory, Traditional IRA, Tax-advantaged..., Asset Allocation, Diversification, Investment Strategies, Financial Analysis, Life Insurance, Wealth Preservation..., Insurance, Mutual Funds, Bonds, Stocks, 401k, Roth IRA, Risk Management, Wealth Accumulation, Wealth Management..., IRAs, Financial Services, Personal Finance, 403 b, Simple IRA, SEP IRA, Pension Funds, Pensions, Term Life Insurance, Wealth Accumulation..., Equities, College Funding..., Long Term Care Insurance, ETFs, Asset Management, Disability Insurance, Retirement
Education
Indiana University Bloomington 2001 — 2005
Bachelor's Degree, Public Finance
Niles West High School 1997 — 2001
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Consultant 2014 - 2015
Savant Capital Management 2012 - 2014
InvestSimply LLC 2010 - 2012
Schwab Institutional 2008 - 2010
Schwab Institutional 2005 - 2008
Charles Schwab 2003 - 2005
Booz & Company 1997 - 2003
U.S. Army Missile Command 1992 - 1996
Skills
Investment Advisory, Wealth Management, Online Marketing, Strategy, Digital Strategy, Management Consulting, Digital Marketing, CFA, Strategy Development, Strategic Partnerships, Business Development, Portfolio Management, Asset Management, Investments, RIA, Account Management, Investment Management, Financial Advice, Model Portfolios, MBA, Investment Strategies, Financial Services, Series 66, Financial Advisory, Asset Allocation, SEO, SEM, Mergers & Acquisitions, Google Analytics
Education
Duke University - The Fuqua School of Business
MBA
Texas A&M University
MS
University of Washington
BS
Savant Capital Management June 2010 - Present
Beef A Roo August 2005 - June 2010
Skills
Microsoft Office, Social Media, Microsoft Excel, Marketing Communications, Microsoft Word, Online Marketing, Team Building, Web Design, CSS, Adobe Creative Suite
Education
Northern Illinois University 2006 — 2014
Bachelor of Science (B.S.), Computer Science
Northern Illinois University 2001 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Oregon School Foundation 2012 - Present
Savant Capital Management October 2003 - Present
Marriott Hotels January 1999 - December 2004
CapTrust Asset Management September 2001 - September 2003
Medassets Exchange January 2000 - September 2001
Amcore 1998 - 2000
Pacific Scientific 1997 - 1999
Skills
Customer Relations, SharePoint, Oracle Financials, Brokerage, Customer Service, Microsoft Office, Account Management, Excel, Customer Satisfaction, Word, Problem Solving, Supervisory Skills, Database Administration, Team Building, Event Management, Scheduling, Documentation, Marketing Communications, Microsoft Excel, Time Management, Microsoft Word, CRM, Financial Services, Management, Finance
Education
Kaplan University 2011 — 2013
Certified Financial Planner, CFP
Grand Canyon University 2005 — 2007
Masters, Business
Northern Illinois University 1995 — 1998
BS, General Studies/Business
Oregon HighSchool 1988 — 1992
Savant Capital Management June 2013 - Present
Time Inc. 2006 - 2013
Time Inc. 2004 - 2006
Riverside Publishing 1998 - 2004
St. Bridget Church and School August 1995 - June 1998
Skills
Offset Printing, Vendor Partnerships, Color Theory, Print Manufacturing..., Education, Training, Project Management, Customer Service
Education
Rockford College 1992 — 1995
Bachelor of Arts (B.A.), Elementary Education and Teaching
Oklahoma City University 1991 — 1992
Ronin Capital March 2014 - Present
Hard Eight Futures LLC May 2012 - June 2013
Best Buy September 2008 - December 2012
Hard Eight Futures LLC February 2012 - May 2012
Savant Capital Management September 2007 - May 2008
Skills
Statistical Modeling, Equity Derivatives, Financial Markets, Trading, Sales, Sales Management, Sales Operations, Account Management, New Business Development, Bloomberg Terminal, Finance, Equities, Microsoft Excel, Financial Analysis, Equity Trading, Hedging, Microsoft Office, Quantitative Analytics, Financial Modeling, Technical Analysis, Valuation, Trading Strategies, Risk Management, Investments, Economics, Access, VBA, Java, Core Java, Bloomber Excel API, Principal Component..., Linear Regression, Mean Reversion, Bloomberg, Derivatives, Equity Research, Data Analysis, Statistics, Proprietary Trading, Equity Valuation, Investment Strategies, Capital Markets
Education
University of Illinois at Chicago 2008 — 2012
B.S, Finance
Savant Capital Management March 2013 - Present
Savant Capital Management July 2011 - March 2013
Northern Illinois University August 2010 - May 2011
Northern Illinois University Student Managed Portfolio January 2011 - April 2011
Miner Enterprises, Inc. May 2009 - January 2011
RichWrap Inc May 2008 - August 2008
Skills
Financial Planning, Retirement Planning, Portfolio Management, Microsoft Excel, Investment Analysis, Tax Efficiency, Morningstar Direct, Microsoft Word, PowerPoint, Asset Managment, Client Service, Tax Research, BNA Income Tax Planner, Microsoft CRM, Naviplan, MoneyGuide Pro
Education
Northern Illinois University 2007 — 2011
Bachelor of Science (B.S.), Finance
Northern Illinois University - College of Business 2007 — 2011
Bachelor of Science, Finance
FactSet February 2014 - Present
Savant Capital Management May 2013 - February 2014
Northern Illinois University April 2012 - May 2013
Team Corn & Soil Inc July 2003 - July 2012
Skills
Microsoft Excel, Research, Microsoft Office, Financial Analysis, Team Leadership, Creative Writing, Business Strategy, Morningstar Direct, Leadership, Time Management, Customer Service, Microsoft Word, Finance
Education
Northern Illinois University 2011 — 2013
Bachelor of Science (B.S.), Finance, Alumni
Rock Valley College 2009 — 2011
Associates of Science
Savant Capital Management March 2011 - Present
Edward Jones July 2007 - March 2011
Carpet One Flooring Center December 1996 - July 2007
Skills
Financial Planning, Retirement Income..., Asset Allocation, Investment Management, Estate Planning, 401K Rollovers, Wealth Accumulation, Wealth Accumulation..., Multi-generational..., Wealth Preservation..., Qualified Retirement..., Capital Management, Tax-advantaged..., Financial Advisory, Independent Financial..., Investment Strategies, Wealth Management, Retirement Planning
Education
Boylan Central Catholic High School 1981 — 1985
Rockford, Illinois
Northern Illinois University - College of Business
DeKalb, Illinois
Janney Montgomery Scott January 2011 - Present
Savant Capital Management November 2009 - December 2010
Smith Barney, Inc July 2008 - July 2009
Smith Barney, Inc. September 2003 - July 2008
Smith Barney, Inc. June 1999 - September 2003
Smith Barney, Inc. June 1996 - June 1999
Smith Barney - Sears Tower Office December 1992 - June 1996
Smith Barney - Sears Tower Office December 1992 - June 1994
Merrill Lynch - Merchandise Mart Office June 1990 - December 1992
US Navy May 1986 - June 1990
Skills
Alternative Investments, Financial Planning, Mutual Funds, Retirement, Bonds, stocks, Municipal, Philanthropy, Venture Finance, Asset Management, Asset Allocation, Tactical Asset..., Asset Protection, Financial Management, Financial Markets, Financial Advisory, Financial Modeling, Risk Management, Market Risk, Risk Analysis, Risk, Annuities, passive investing, Retirement Planning, Retirement Income..., Retirement Savings, Retirement Plan..., Strategic Financial..., Investments, Investment Advisory, Fixed Income, Equities, Series 7, Financial Services, Fixed Annuities, Series 24, FINRA, Wealth Management, Series 63, Leadership, Securities, Portfolio Management, Financial Analysis, Finance, ETFs, Insurance, Investment Management, Mergers & Acquisitions, 401k, Estate Planning
Education
University of Notre Dame 1982 — 1986
B.BA, Accounting
Savant Capital Management February 2008 - Present
AMCORE Investment Group, Inc March 1998 - February 2008
Bank One 1991 - 1998
Education
Bradley University
BS, Marketing
Valparaiso University School of Law
JD, Tax, ERISA, Corporate
Savant Capital Management January 2014 - Present
Paragon Advisors, LLC July 1995 - December 2013
Transamerica Financial Resources June 1990 - July 1995
Transamerica Financial Resources October 1988 - May 1990
Skills
Investments, Retirement Planning, Strategic Financial..., Financial Advisory, Personal Financial..., Securities, Public Speaking
Education
Calvin College 1977 — 1981
BA, English
Savant Capital Management October 1992 - Present
Skills
Financial Planning, Retirement Planning, Estate Planning, Asset Management, Cash Flow, Wealth Management, Investments, Retirement, Insurance Planning, Trusts, Wealth, Asset Allocation, Investment Advisory
Education
Northern Illinois University 1989 — 1992
MBA
Northern Illinois University 1987 — 1991
BS
Savant Capital Management April 2013 - Present
BMO Harris Bank Center June 2011 - April 2013
Anchor Bank September 2010 - June 2011
AMCORE Bank November 2006 - July 2010
AMCORE Bank December 2005 - November 2006
AMCORE Bank July 2004 - December 2005
Skills
Account Reconciliation, General Ledger, Accounts Payable, Fixed Assets, Accruals, Variance Analysis, Accounts Receivable, Journal Entries, Payroll, Invoicing
Education
Rockford University 2000 — 2004
BS, Accounting
Savant Capital Management April 2010 - Present
AMCORE Bank February 2006 - April 2010
Ennis, Knupp & Associates August 1998 - February 2006
Morgan Stanley October 1993 - August 1998
Skills
Asset Allocation, Portfolio Management, Investments, Asset Managment, Investment Advisory, Wealth Management, Strategic Financial..., Series 7, Alternative Investments, Mutual Funds, Investment Management, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1998
MBA, Finance
University of San Diego 1989 — 1991
BBA, Finance
California State University-Long Beach 1987 — 1989
Business Adminstration
Savant Capital Management June 2010 - Present
Morgan Stanley Smith Barney April 2007 - June 2010
CitiFinancial September 1992 - April 2007
Skills
Deferred Compensation, Retirement Income..., Pension Analysis, Retirement Planning, Multi-generational..., Tax Management, Financial Planning, Portfolio Management, Asset Management, Wealth Management, Financial Analysis, Roth Conversions, Qualified Retirement..., Investment Strategies, Asset Allocation, Charitable Gift Planning, 401k Rollovers, Executive Compensation..., Cash Flow Planning
Education
Illinois State University 1983 — 1986
BS, Finance
Savant Capital Management June 2003 - Present
Griffin Trading Co. February 1996 - July 1996
Skills
Investments, Investment Strategies, Investment Advisory, Portfolio Management, Retirement Planning, Strategic Financial..., 401k Rollovers, Investment Management, Mutual Funds, Financial Advisory, Qualified Retirement..., Financial Analysis, Estate Planning
Education
Edgewood College 2001 — 2003
MBA, Business Administration
University of Wisconsin-Madison 1991 — 1995
Bachelor of Arts (B.A.), Political Science
Savant Capital Management August 2012 - Present
Savant Capital Management, Inc. February 2006 - August 2012
Coopers&Lybrand 1984 - 1992
Skills
Strategic Financial..., Investment Strategies, Asset Allocation, Asset Management, Portfolio Management, Wealth Management, Financial Analysis, Investments
Education
Bradley University 1980 — 1983
Bachelor of Science (BS), Accounting
Savant Capital Management July 2012 - Present
American University June 2010 - Present
The Monitor Group, Inc. October 2000 - June 2012
Financial Planning Association 2009 - 2009
Self-Employed Registered Investment Advisor April 1991 - September 2000
State Mutual Companies May 1985 - April 1991
Education
American University - Kogod School of Business 2003 — 2007
M.S.T., Taxation
University of Arkansas 1971 — 1975
B.S.B.A., Marketing & Transportation
Savant Capital Management March 2007 - Present
US Bank September 1995 - March 2007
Skills
Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Investment Management, Financial Planners, Risk Management, Cash Flow, Asset Allocation, Investment Advisory, Retirement, Asset Management, Investments, Financial Advisory, Investment Strategies, Portfolio Management, Mutual Funds, Wealth, Alternative Investments, 401k Rollovers, Financial Services, Certified Financial..., Pensions
Education
University of Iowa 1986 — 1990
Savant Capital Management November 2012 - Present
Sentry Insurance August 2006 - September 2012
US Bank December 1999 - January 2006
Skills
Retirement Planning, Investments, Portfolio Management, Wealth Management, Strategic Financial..., IRAs, Roth IRA, SEP IRA, Self Directed IRA, Ira rollovers, Ira distribution..., Social Security Benefit..., Estate Tax Planning, Stretch IRA Planning, 401k Rollovers, 401k, College Funding...
Education
College for Financial Planning 2014 — 2015
Certified Financial Planner, Financial Planning and Services
College for Financial Planning 2013 — 2013
Chartered Retirement Plan Specialist, Retirement Plans for Business and Individuals
The American College 2006 — 2011
Chartered Financial Consultant, Investments, financial planning
The American College 1997 — 2001
Chartered Life Underwriter, Insurance, Investments, Benefits
University of Wisconsin-La Crosse 1986 — 1990
Bachelors, Physical Education-Sports Management, and Business Administration
Savant Capital Management January 2015 - Present
Alignment Rockford October 2009 - January 2015
AMCORE Bank 2005 - July 2009
AMCORE Investment Services 1994 - 2005
Skills
Event Planning, Marketing, Newsletters, Sales, Editing, Nonprofits, Fundraising, Leadership, Public Speaking, Customer Service, Budgets, Management, Investments, Banking, Retail Banking, PowerPoint, Team Building, Teamwork
Education
Northern Illinois University 1980 — 1984
BS, Finance, Journalism
Northern Illinois Food Bank February 2013 - Present
Northern Illinois Food Bank June 2010 - Present
Acciona Energy July 2009 - June 2010
Woodward Governor May 2008 - August 2008
Exelon February 2008 - April 2008
Savant Capital Management May 2007 - August 2007
Skills
Logistics, Supply Chain, Supply Chain Management, Data Analysis, Management, Logistics Management, Inventory Management, Customer Service, Shipping, Process Improvement, Inventory Control, Microsoft Excel, Operations Management
Education
Aurora University 2010 — 2012
Master of Business Administration (MBA), Operations Management and Supervision
Elmhurst College 2005 — 2009
Bachelor of Science, Logistics and Supply Chain Management
Raw Energy August 2008 - Present
Barrick, Switzer, Long, Balsley & Van Evera, LLP January 2014 - September 2014
Furst Staffing / Regal Beloit February 2013 - January 2014
Savant Capital Management June 2011 - January 2013
Laura Epstein & Associates September 2009 - September 2010
PDR Enterprises 1995 - 2008
Skills
Raw Food, Food, Lifestyle, Public Speaking, Nutrition
Education
Living Light Culinary Arts Institute 2008 — 2013
Raw Food Culinary Art Instructor, Associate Gourmet Chef, & Raw Food Science Educator Certification
Northern Illinois University 1989 — 1991
Bachelor's degree, Political Science and Government
University of Bridgeport 1987 — 1989
Associate's degree, Legal Assistant/Paralegal
Savant Capital Management June 2014 - Present
Savant Capital Management January 2011 - June 2014
Savant Capital Management January 2008 - December 2010
Savant Capital Management, Inc. January 2006 - December 2007
Skills
Retirement Planning, Pension Analysis, Social Security Analysis, Education Funding..., Life Insurance Needs..., Stock Option Analysis, Annuity Cost Breakeven..., Mortgage Analysis, 401(k) Rollovers, Asset..., Investment Analysis, Social Security..., Tax Strategies, Public Speaking, Deferred Compensation..., Professional Writing, Asset Management, Asset Allocation, Asset Location
Education
Northern Illinois University - College of Business 2006 — 2008
Bachelor, Finance, Minor in Economics
Rockford Bank and Trust Company December 2011 - Present
Savant Capital Management 2010 - 2010
AMCORE Bank (now BMO Harris) 1994 - 2010
West One Bank (now U.S. Bancorp) 1980 - 1994
Skills
Problem Solving, Team Leadership, Office Management, Investments, Customer Relations, Regulatory Compliance, Strategy, Portfolio Management, Management, Negotiation, Customer Service, Finance, Equities, Retirement Planning, Risk Management, CRM, Banking, Wealth Management
Education
Northern Illinois University 1995 — 1997
MBA, Business
Boise State University
BBA, Finance
Savant Capital Management February 2015 - Present
Verisight, Inc July 2011 - 2015
RSM McGladrey, Inc. February 2008 - July 2011
Education
Alexandria Technical College
Associate's degree, Interior Design
Unitversity of Wisconsin Madison
Northern Illinois Service Co. February 2012 - Present
Workplace August 2011 - February 2012
Savant Capital Management 2006 - 2010
Education
Northern Illinois University 2009 — 2011
BA, Psychology
Mainsail Asset Management January 2014 - Present
Savant Capital Management May 2004 - December 2013
Skills
Financial Client..., Organization, Hands-on Problem Solver, Multi Tasking, servicing high net..., Employee Training, developing company...
Education
College for Financial Planning 2005 — 2013
Registered Paraplanner
Rock Valley College 2009 — 2011