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

Employee
Years
Job
Industry
LaVonne Brown LaVonne Brown Rockford, Illinois Area Details
LaVonne Brown's Savant Capital Management Experience January 2008 - Present
Job Director of Client Experience & Marketing at Savant Capital Management
Industry Financial Services
Experience
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

Cassandra Rhode Cassandra Rhode Rockford, Illinois Area Details
Cassandra Rhode's Savant Capital Management Experience August 2014 - Present
Job Administrative Support Assistant at Savant Capital Management
Industry Financial Services
Experience
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)

Lauren Poppen, CPA Lauren Poppen, CPA Greater Milwaukee Area Details
Lauren Poppen, CPA's Savant Capital Management Experience May 2006 - September 2006
Job Experienced Senior Auditor
Industry Accounting
Experience
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

James Jacobi James Jacobi Greater Boston Area Details
James Jacobi's Savant Capital Management Experience May 2005 - August 2005
Job Helping Healthcare Organizations Achieve their Financial and Quality Goals
Industry Staffing and Recruiting
Experience
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

Brent Bell, MS PFP Brent Bell, MS PFP United States Details
Brent Bell, MS PFP's Savant Capital Management Experience May 2013 - April 2014
Job Paraplanner at Leonetti & Associates, LLC
Industry Financial Services
Experience
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

Adamm Isabelli Adamm Isabelli Rockford, Illinois Area Details
Adamm Isabelli's Savant Capital Management Experience May 2013 - August 2013
Job Student Manager/Sales Associate at Illinois State University TechZone
Industry Retail
Experience
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

Elizabeth (Libby) Muldowney Samuelson CFP(R) CRPC(R) Elizabeth (Libby) Muldowney Samuelson CFP(R) CRPC(R) Rockford, Illinois Details
Elizabeth (Libby) Muldowney Samuelson CFP(R) CRPC(R)'s Savant Capital Management Experience July 2014 - Present
Job Financial Advisor at Savant Capital Management
Industry Financial Services
Experience
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

Kaela Lovgren Kaela Lovgren Rockford, Illinois Area Details
Kaela Lovgren's Savant Capital Management Experience June 2014 - Present
Job Digital Marketing Communication Specialist
Industry Marketing and Advertising
Experience
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

Jake Loescher CFP(R),ChFC®,CRPS®,CRPC®,AIF® Jake Loescher CFP(R),ChFC®,CRPS®,CRPC®,AIF® Rockford, Illinois Area Details
Jake Loescher CFP(R),ChFC®,CRPS®,CRPC®,AIF®'s Savant Capital Management Experience May 2007 - Present
Job FeeOnly Financial Advisor to Families, Retirement Plans, and NonProfits
Industry Financial Services
Experience
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

David Wirth David Wirth Mclean, Virginia Details
David Wirth's Savant Capital Management Experience January 2015 - Present
Job Financial Advisor Savant Capital Management
Industry Financial Services
Experience
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.

Julie Saez-Gimeno Julie Saez-Gimeno Rockford, Illinois Details
Julie Saez-Gimeno's Savant Capital Management Experience January 2013 - Present
Job Planning/Tax Assistant at Savant Capital Management
Industry Financial Services
Experience
Savant Capital Management   January 2013 - Present
Mosaic  August 2004 - February 2012

Education
Rockford Lutheran High School   1989 — 1993

Rock Valley College

Charlie Dorn Charlie Dorn Cincinnati Area Details
Charlie Dorn's Savant Capital Management Experience May 2008 - August 2008
Job Commercial Credit Analyst at Total Quality Logistics
Industry Financial Services
Experience
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

Brian Knabe,CFP(R) Brian Knabe,CFP(R) Rockford, Illinois Area Details
Brian Knabe,CFP(R)'s Savant Capital Management Experience January 2007 - Present
Job Financial Advisor at Savant Capital Management
Industry Financial Services
Experience
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

Glenn Kautt Glenn Kautt Rockford, Illinois Area Details
Glenn Kautt's Savant Capital Management Experience July 2012 - Present
Job Vice Chairman at Savant Capital Management
Industry Investment Management
Experience
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

Wendy Blair, CFP(R) Wendy Blair, CFP(R) Freeport, Illinois Details
Wendy Blair, CFP(R)'s Savant Capital Management Experience November 2006 - Present
Job Financial Advisor at Savant Capital Management
Industry Financial Services
Experience
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

David Bogner David Bogner Rockford, Illinois Details
David Bogner's Savant Capital Management Experience August 2007 - Present
Job Manager of Implementation Services at Savant Capital Management
Industry Financial Services
Experience
Savant Capital Management   August 2007 - Present

Education
Trinity International University   2003 — 2007

Rockford College   1996 — 2000
Bachelor of Science (B.S.), Mathematics

Nate Saul Nate Saul Denver, Colorado Details
Nate Saul's Savant Capital Management Experience May 2008 - August 2008
Job System Relationship Manager at Businessolver
Industry Information Technology and Services
Experience
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

Adam Larson Adam Larson Rockford, Illinois Area Details
Adam Larson's Savant Capital Management Experience March 2015 - Present
Job Chief Operating Officer at Savant Capital Management
Industry Financial Services
Experience
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

Kristen (O'Kane) Lindahl, CFP(R) Kristen (O'Kane) Lindahl, CFP(R) Washington D.C. Metro Area Details
Kristen (O'Kane) Lindahl, CFP(R)'s Savant Capital Management Experience June 2012 - Present
Job
Industry Financial Services
Experience
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

Brian Bai Brian Bai Chicago, Illinois Details
Brian Bai's Savant Capital Management Experience May 2011 - August 2011
Job Investment Banking Analyst at BMO Capital Markets
Industry Investment Banking
Experience
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

Michelle Angileri Michelle Angileri Rockford, Illinois Area Details
Michelle Angileri's Savant Capital Management Experience September 2011 - Present
Job Marketing Coordinator at Savant Capital Management
Industry Financial Services
Experience
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

Matthew Armstrong, CFP(R), CRPS(R) Matthew Armstrong, CFP(R), CRPS(R) Rockford, Illinois Area Details
Matthew Armstrong, CFP(R), CRPS(R)'s Savant Capital Management Experience July 2011 - Present
Job Financial Advisor and Financial Planner in Rockford Helping Relieve Financial Stress marmstrong@savantcapital.com
Industry Financial Services
Experience
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

Dawn Shurley Dawn Shurley Rockford, Illinois Area Details
Dawn Shurley's Savant Capital Management Experience September 2013 - Present
Job Portfolio Accountant at Savant Capital Management
Industry Financial Services
Experience
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

Ethan Kniseley Ethan Kniseley Chicago, Illinois Details
Ethan Kniseley's Savant Capital Management Experience May 2012 - January 2013
Job Equity/Options Trader at AIA Trading (AIA Group)
Industry Financial Services
Experience
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

Kaylene Groh Kaylene Groh Rockford, Illinois Area Details
Kaylene Groh's Savant Capital Management Experience October 2008 - June 2014
Job Stay at Home Mom
Industry Alternative Dispute Resolution
Experience
Savant Capital Management   October 2008 - June 2014

Skills
Asset Management, Retirement Planning, Strategic Financial..., Wealth Management

Education
John Brown University

Kari Hardenbrook Kari Hardenbrook Rockford, Illinois Area Details
Kari Hardenbrook's Savant Capital Management Experience 2008 - 2009
Job Attorney at Wiedner & McAuliffe, Ltd.
Industry Law Practice
Experience
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

Keith Feggestad Keith Feggestad Rockford, Illinois Area Details
Keith Feggestad's Savant Capital Management Experience February 2014 - Present
Job IT Manager at Savant Capital Management
Industry Information Services
Experience
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

Stacy Eckhardt Stacy Eckhardt Rockford, Illinois Area Details
Stacy Eckhardt's Savant Capital Management Experience January 2014 - Present
Job Controller, Savant Capital Management
Industry Financial Services
Experience
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

Lora Rice Lora Rice Rockford, Illinois Details
Lora Rice's Savant Capital Management Experience June 2011 - Present
Job HR Specialist
Industry Financial Services
Experience
Savant Capital Management   June 2011 - Present

Education
Rockford University   1997 — 2001
Bachelor of Arts (BA)

Matthew Alley Matthew Alley Loves Park, Illinois Details
Matthew Alley's Savant Capital Management Experience May 2015 - Present
Job Information Technology Specialist at Savant Capital Management
Industry Information Technology and Services
Experience
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

Nicholas De Jong, CPA Nicholas De Jong, CPA Greater Chicago Area Details
Nicholas De Jong, CPA's Savant Capital Management Experience July 2015 - Present
Job ACDP Associate at Savant Capital Management
Industry Financial Services
Experience
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

Wendy M. Moyers, CFP ® Wendy M. Moyers, CFP ® Washington D.C. Metro Area Details
Wendy M. Moyers, CFP ®'s Savant Capital Management Experience May 2015 - Present
Job Financial Advisor at Savant Capital Management
Industry Financial Services
Experience
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

Kevin Phillips Kevin Phillips Greater Chicago Area Details
Kevin Phillips's Savant Capital Management Experience 2014 - Present
Job FeeOnly Financial Advisor at Savant Capital Management
Industry Financial Services
Experience
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

Steve Geri Steve Geri Greater Seattle Area Details
Steve Geri's Savant Capital Management Experience 2012 - 2014
Job Financial Services Leader
Industry Financial Services
Experience
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

Tim Grable Tim Grable Rockford, Illinois Area Details
Tim Grable's Savant Capital Management Experience June 2010 - Present
Job Website Administrator at Savant Capital Management
Industry Financial Services
Experience
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

Lora Stevens McKee Lora Stevens McKee Rockford, Illinois Area Details
Lora Stevens McKee's Savant Capital Management Experience October 2003 - Present
Job Client Service Professional and Satellite Supervisor at Savant Capital Management
Industry Financial Services
Experience
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

Lisa Morig Lisa Morig Rockford, Illinois Details
Lisa Morig's Savant Capital Management Experience June 2013 - Present
Job Executive Assistant II at Savant Capital Management
Industry Financial Services
Experience
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

Arber Asanoski Arber Asanoski Chicago, Illinois Details
Arber Asanoski's Savant Capital Management Experience September 2007 - May 2008
Job Trading and Research
Industry Financial Services
Experience
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

Dominick Parillo, CFP(R) Dominick Parillo, CFP(R) Greater Chicago Area Details
Dominick Parillo, CFP(R)'s Savant Capital Management Experience March 2013 - Present
Job Financial Planner at Savant Capital Management
Industry Financial Services
Experience
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

Kyle Lundin Kyle Lundin Chicago, Illinois Details
Kyle Lundin's Savant Capital Management Experience May 2013 - February 2014
Job Investment Management Consultant at FactSet Research Systems
Industry Financial Services
Experience
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

Scott Demler, CFP(R) Scott Demler, CFP(R) Rockford, Illinois Details
Scott Demler, CFP(R)'s Savant Capital Management Experience March 2011 - Present
Job Financial Advisor in Rockford, Illinois sdemler@savantcapital.com
Industry Financial Services
Experience
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

Jim Foley, CFP® Jim Foley, CFP® Pittsburgh, Pennsylvania Details
Jim Foley, CFP®'s Savant Capital Management Experience November 2009 - December 2010
Job Senior Vice President Complex Manager, Pittsburgh, PA at Janney Montgomery Scott
Industry Financial Services
Experience
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

Scott Laue Scott Laue Rockford, Illinois Area Details
Scott Laue's Savant Capital Management Experience February 2008 - Present
Job Financial Advisor at Savant Capital Management
Industry Investment Management
Experience
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

Gregory De Jong Gregory De Jong Greater Chicago Area Details
Gregory De Jong's Savant Capital Management Experience January 2014 - Present
Job Advisor at Savant Capital Management
Industry Financial Services
Experience
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

Brent Brodeski Brent Brodeski Rockford, Illinois Area Details
Brent Brodeski's Savant Capital Management Experience October 1992 - Present
Job
Industry Investment Management
Experience
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

Christy Von Rotz Christy Von Rotz Rockford, Illinois Details
Christy Von Rotz's Savant Capital Management Experience April 2013 - Present
Job Accountant at Savant Capital Management
Industry Accounting
Experience
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

Gina Beall, CIMA® Gina Beall, CIMA® Greater San Diego Area Details
Gina Beall, CIMA®'s Savant Capital Management Experience April 2010 - Present
Job Lead Investment Research Analyst at Savant Capital Management
Industry Financial Services
Experience
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

Daryl Dagit, CFP(R), CRPS® Daryl Dagit, CFP(R), CRPS® Peoria, Illinois Area Details
Daryl Dagit, CFP(R), CRPS®'s Savant Capital Management Experience June 2010 - Present
Job Fee Only Wealth Advisor at Savant Capital Management
Industry Financial Services
Experience
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

Derek Carter, CFP(R) Derek Carter, CFP(R) Janesville/Beloit, Wisconsin Area Details
Derek Carter, CFP(R)'s Savant Capital Management Experience June 2003 - Present
Job Senior Investment Analyst at Savant Capital Management
Industry Investment Management
Experience
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

Ellen Poppen Ellen Poppen Rockford, Illinois Area Details
Ellen Poppen's Savant Capital Management Experience August 2012 - Present
Job Chief Information Officer/Key Projects Director at Savant Capital Management
Industry Financial Services
Experience
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

Cal Brown Cal Brown Washington D.C. Metro Area Details
Cal Brown's Savant Capital Management Experience July 2012 - Present
Job Financial Advisor to Business Owners, Professionals, Retirees, and AlmostRetired. Savant Capital Management
Industry Financial Services
Experience
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

Brent Lindell CFP® CTFA AIF® CRPS® Brent Lindell CFP® CTFA AIF® CRPS® Madison, Wisconsin Area Details
Brent Lindell CFP® CTFA AIF® CRPS®'s Savant Capital Management Experience March 2007 - Present
Job Wisconsin Market Manager at Savant Capital Management
Industry Financial Services
Experience
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

Rick Bender,LUTCF,CLU, ChFC, CRPS,CFP Rick Bender,LUTCF,CLU, ChFC, CRPS,CFP Janesville/Beloit, Wisconsin Area Details
Rick Bender,LUTCF,CLU, ChFC, CRPS,CFP's Savant Capital Management Experience November 2012 - Present
Job Investment Advisor at Savant Capital Management
Industry Investment Management
Experience
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

Diane Peters Diane Peters Rockford, Illinois Area Details
Diane Peters's Savant Capital Management Experience January 2015 - Present
Job Sr. Marketing Specialist at Savant Capital Management
Industry Investment Management
Experience
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

Seth Birkholz, MBA Seth Birkholz, MBA Greater Chicago Area Details
Seth Birkholz, MBA's Savant Capital Management Experience May 2007 - August 2007
Job Manager of Retail Partner Relations at Northern Illinois Food Bank
Industry Logistics and Supply Chain
Experience
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

Brenda Richter Brenda Richter Rockford, Illinois Area Details
Brenda Richter's Savant Capital Management Experience June 2011 - January 2013
Job Raw Food Chef & Instructor of Raw Energy
Industry Health, Wellness and Fitness
Experience
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

Ryan Monette, CFP(R), ChFC (R) Ryan Monette, CFP(R), ChFC (R) Rockford, Illinois Area Details
Ryan Monette, CFP(R), ChFC (R)'s Savant Capital Management Experience June 2014 - Present
Job Financial Advisor / Financial Planner at Savant Capital Management
Industry Financial Services
Experience
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

Lori Frith Lori Frith Rockford, Illinois Area Details
Lori Frith's Savant Capital Management Experience 2010 - 2010
Job VP & Portfolio Manager at Rockford Bank and Trust Company
Industry Investment Management
Experience
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

Callaghan Diane Callaghan Diane Rockford, Illinois Details
Callaghan Diane's Savant Capital Management Experience February 2015 - Present
Job Savant Capital Management
Industry Financial Services
Experience
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

Dianna Gonzalez Dianna Gonzalez Rockford, Illinois Area Details
Dianna Gonzalez's Savant Capital Management Experience 2006 - 2010
Job Administrative Assistant at Northern Illinois Service Co.
Industry Program Development
Experience
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

Kelly Croutcher Rinaldi Kelly Croutcher Rinaldi Birmingham, Alabama Details
Kelly Croutcher Rinaldi's Savant Capital Management Experience May 2004 - December 2013
Job Financial Services Professional
Industry Financial Services
Experience
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