Partners Wealth Management
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Partners Wealth Management Employees
Matthews Asia March 2014 - Present
Calamos Investments April 2010 - February 2014
Partners Wealth Management April 2005 - April 2010
Skills
Investment Management, Series 7, Wealth Management, Mutual Funds, Alternative Investments, Hedge Funds, Retirement Planning, PowerPoint, E-money, Morningstar, Google Analytics, HTML, Sitecore, Building Relationships, Team Building, Asset Managment, UCITS, Investment Compliance, Asset Allocation, Tactical Asset..., Development &..., Synchronism with Sales, Dreamweaver, Marketing Strategy, Marketing Communications, Digital Marketing, SEO, Email Marketing, SEM, Direct Marketing, Presentations, Due Diligence, Trade Shows, Webcasting, Webinar Development, Webinar Management, Conference Organization, Retirement, 401k, Leadership, Securities, Customer Segmentation..., Asset Management
Education
Saint Xavier University 2005 — 2007
MBA, Financial Planning
Partners Wealth Management January 2014 - Present
Canon Solutions America August 2007 - January 2014
Skills
Finance, Securities, Risk Management, Wealth Management, Investments, Business Planning, Insurance, Investment Management, Management, Tax, Executive Management, Financial Services, Sales Operations, Wealth Management..., B2B, Process Improvement, Direct Sales, Sales, Portfolio Management, Solution Selling
Education
Roosevelt University
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Partners Wealth Management August 2007 - Present
Northwestern Mutual June 1996 - July 2007
Four Winds Waldorf School April 2004 - June 2007
Chicago Skyline Displays 1991 - 1996
Skills
Comprehensive Wealth..., Estate Planning, Portfolio Management, Life Insurance, Retirement Planning, Asset Allocation, Investment Management, Fixed Annuities, Series 7, Long-term Care, Disability Insurance, Personal Finance, Wealth Management..., Strategic Financial..., Wealth Management
Education
Benedictine University 1987 — 1990
MBA, Organizational Behavior
Northern Illinois University 1981 — 1985
Bachelor's degree, Family Social Services with emphasis in Family Social Services
Montini Catholic High School 1977 — 1981
Sacred Heart Grade School, Lombard 1968 — 1977
Partners Wealth Management November 2009 - Present
Lone Star Retirement Services January 2009 - December 2009
Intersecurities Inc. October 2007 - December 2008
Alexandria Aces June 2006 - August 2007
Skills
Retirement Planning, Wealth Management, Estate Planning, Retirement, 401k, Insurance, Life Insurance, Financial Advisory, Wealth, Wealth Management..., Securities, Investment Management
Education
Trinity University 2002 — 2006
B.S. in Business Administration, Finance and Accounting
Oregon Wildlife December 2014 - Present
Estate Planning Council of Portland, Inc. March 2012 - Present
Deschutes Wealth Management August 2011 - Present
Multnomah Athletic Club February 2011 - February 2014
Partners Wealth Management September 2006 - September 2011
The Todd Organization January 1990 - September 2006
Management Compensation Group, NW October 1987 - July 1990
Congressman Ben Blaz December 1984 - July 1987
Skills
Wealth Management, Investments, Retirement Planning, 401k, Financial Advisory, Risk Management, Fixed Annuities, Strategic Financial..., Financial Services, Asset Allocation, Personal Finance, Insurance, Life Insurance, Asset Management, Alternative Investments, Series 63, Retirement, Wealth Management..., Estate Planning, Asset Managment, Mutual Funds, Investment Advisory, IRAs, Investment Strategies, Wealth, Long-term Care, Investment Management, Series 6, Long Term Care Insurance, Term Life Insurance, Defined Benefit, Portfolio Management, Securities, Executive Pay, Plannning, Employee Benefits, Finance, Disability Insurance, Series 7, Financial Planners, Pensions, Wealth Accumulation, Roth IRA, High Net Worth..., Executive Compensation, Personal Planning, Financial Planning
Education
The American College 1988 — 1991
CLU/ChFC, The American College
University of Oregon 1980 — 1984
BS, Finance
Ontario High School 1976 — 1980
Partners Wealth Management December 2014 - Present
Morgan Stanley May 2011 - December 2014
Gaspee January 2008 - April 2011
CSMG Companies November 1985 - December 2007
Ernst & Young August 1981 - November 1985
Education
University of Rhode Island - College of Business Administration 1978 — 1981
Master of Science, Accounting
University of Rhode Island 1973 — 1977
Bachelor of Science Degree, Health and Physical Education
Pilgrim High School 1969 — 1973
High School Diploma
Capital Guardian, LLC September 2010 - Present
Orlando Science Center July 2014 - Present
Financial Planning Association of Central Florida January 2015 - Present
Lighthouse Works! January 2014 - February 2015
Partners Wealth Management October 2001 - September 2010
Rosenthal Collins Securities November 2000 - October 2001
National Planning Corportation 2000 - 2000
Walnut Street Securities 1998 - 1999
WALNUT STREET SECURITIES 1996 - 1998
Education
Leadership Winter Park 2011 — 2012
Loyola University Chicago 1984 — 1985
M. Ed., Counseling
Purdue University 1975 — 1980
BA, Psychology
Ageology 2011 - Present
First Community Financial Bank 2008 - Present
National Financial Partners January 2001 - Present
Saint Joseph's College of Indiana 1998 - Present
Partners Financial 1995 - Present
Partners Wealth Management March 1991 - Present
Northwestern Mutual Life 1991 - 2001
Spiegel, Inc. February 1988 - April 1991
The Signature Group June 1987 - February 1988
Skills
Wealth Management, Asset Protection, Investment Management, Insurance, Business Planning, Risk Management, Securities, Tax, Expert Witness, Divorce Mediation, Public Speaking, Strategic Financial..., Investment Advisory, Finance, Estate Planning, Financial Advisory, Life Insurance, 401k, Alternative Investments, Financial Planners, Retirement Planning, Fixed Annuities, Strategy, Wealth, Financial Services, Wealth Management..., Retirement, Banking, Investments, Series 7, Mutual Funds, Asset Allocation, Disability Insurance, Long-term Care, Asset Managment, Series 63, IRAs, Investment Strategies, Employee Benefits, Portfolio Management, Series 6, High Net Worth..., Pensions, Term Life Insurance, FINRA, Executive Pay, Wealth Accumulation, Uniform Combined State..., Estate Tax Planning, Trust Services
Education
The American College 1998 — 2000
Masters of Science, Financial Services
DePaul University 1989 — 1991
Masters in Business Administration, Marketing
St. Joseph's College (IN) 1983 — 1987
Bachelor, Management/Marketing Information Systems
Bishop Dwenger High School 1979 — 1983
Riveron Consulting July 2015 - Present
Riveron Consulting December 2014 - July 2015
KPMG US September 2012 - November 2014
Mary Kay Independent Business Owner December 2010 - December 2013
Becker Professional Review April 2011 - May 2012
University of Illinois at Urbana-Champaign March 2011 - May 2012
KPMG June 2011 - August 2011
BDO USA, LLP June 2010 - August 2010
Partners Wealth Management June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, Accounting, PowerPoint, Training, Microsoft Office, Research, Financial Analysis, Financial Reporting, Data Analysis, Financial Accounting, Social Media, Public Speaking, Time Management, Customer Service, Analysis
Education
University of Illinois at Urbana-Champaign 2011 — 2012
Master of Accounting Science, Accounting, Finance
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor's Degree, Accounting, Technology and Management, 3.98/4.00
Batavia High School
Merrill Lynch June 2010 - February 2012
Partners Wealth Management November 2006 - June 2010
Creative Automation 1998 - 2006
Education
Northern Illinois University 1992 — 1994
Bachelor of Science, Business Management
Partners Wealth Management September 2003 - Present
The Leukemia & Lymphoma Society January 1999 - June 2003
Northwestern Mutual Life 1988 - 2003
Skills
Wealth Management, Asset Allocation, Portfolio Management, Investments, Investment Management, Insurance, Securities, Risk Management, Wealth, Wealth Management...
Education
Iowa State University - College of Business 1983 — 1987
Marketing
Barrington High School 1979 — 1983
The American College
CLU, Chartered Life Underwriter
The American College
ChFC, Chartered Financial Consultant
Chips Manufacturing, Inc. September 2008 - Present
Partners Wealth Management March 2008 - September 2008
Ameriprise Financial Services, Inc. January 2006 - February 2008
Skills
Management, Microsoft Office, Leadership, Outlook, Team Building, Operations Management, Social Media, Purchasing, Marketing, Process Improvement, Customer Service
Education
Illinois State University 1995 — 1998
Bachelor's Degree, Education