PMA Financial Network, Inc.

Description

Address: 2135 CityGate Lane, 7th Floor, Naperville, IL 60563 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–4:30PMTuesday8AM–4:30PMWednesday8AM–4:30PMThursday8AM–4:30PMFriday8AM–4:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (630) 657-6400: Category: Place name: : : : Website: : : Website: http://www.pmanetwork.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.People typically spend 3.5 hours here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of PMA Financial Network, Inc. Posting publicly on the Web Write a review Reviews 1 Google review

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PMA Financial Network, Inc. Employees

Employee
Years
Job
Industry
Tim Flaherty Tim Flaherty Greater Chicago Area Details
Tim Flaherty's PMA Financial Network, Inc. Experience April 2014 - Present
Job Portfolio Advisor at PMA Financial Network, Inc.
Industry Financial Services
Experience
PMA Financial Network, Inc.   April 2014 - Present
Hilltop Wealth Management of Raymond James   May 2013 - December 2013
Bradley University Residential Living   August 2009 - December 2013
Bradley University Campus Recreation   January 2009 - May 2013
Congressman Aaron Schock  May 2012 - August 2012
Young Life  September 2008 - August 2011
Fox Valley Park District  June 2009 - August 2010
Menards  August 2007 - August 2008

Skills
Leadership, Event Planning, Customer Service, Microsoft Word, Social Networking, Teaching, Nonprofits, Microsoft Office, Time Management, Microsoft Excel

Education
Bradley University   2012 — 2013
Master of Business Administration (MBA), Finance

Bradley University   2008 — 2012
Bachelor of Science in Business Management and Administration, Business Management

Alyssa Conforti Alyssa Conforti Greater Chicago Area Details
Alyssa Conforti's PMA Financial Network, Inc. Experience January 2014 - Present
Job Human Resources Generalist at PMA Financial Network, Inc.
Industry Human Resources
Experience
PMA Financial Network, Inc.   January 2014 - Present
The Children's Place  April 2012 - January 2014
Calamos Investments  May 2013 - December 2013
The Children's Place  October 2008 - April 2012

Skills
Associate Training, Microsoft Office, Mac OS X, Windows, Communication, Management, Visual Merchandising, Retail Sales, OS X, Store Management, Loss Prevention, Training, Customer Service, Time Management, Teamwork, Retail, Recruiting, Inventory Management, Customer Satisfaction, Merchandising, Sales, Data Entry

Education
Northern Illinois University   2009 — 2014

Geneva Community High School

Matthew Orseske Matthew Orseske Greater Chicago Area Details
Matthew Orseske's PMA Financial Network, Inc. Experience February 2013 - Present
Job Director of Marketing at PMA Financial Network, Inc.
Industry Financial Services
Experience
PMA Financial Network, Inc.   February 2013 - Present
Leydig, Voit & Mayer, Ltd.   March 2011 - February 2013
Saint Xavier University  August 2010 - June 2011
Saint Xavier University  August 2007 - March 2011

Skills
Marketing, Help Desk Support, Higher Education, Private Companies, Microsoft Office, Social Media, PowerPoint, Event Planning, Public Speaking, Microsoft Word, Facebook, Strategic Planning, Microsoft Excel, Editing, Data Analysis, Research, Outlook, Leadership, Event Management, Customer Service, Budgets

Education
Saint Xavier University   2007 — 2010
MBA, Marketing

Saint Xavier University   2003 — 2007
Bachelor's degree, Marketing

Audra F. Scharf Audra F. Scharf Greater Chicago Area Details
Audra F. Scharf's PMA Financial Network, Inc. Experience August 2002 - Present
Job Vice President, PMA Financial Network
Industry Financial Services
Experience
PMA Financial Network, Inc.   August 2002 - Present

Skills
Series 7, Fixed Income, Series 63, Investments, Portfolio Management, Investment Advisory, Series 24, Investment Management, Securities, Bonds, Finance, Mutual Funds, Investment Banking, Strategic Financial..., Asset Allocation, Asset Management, Financial Analysis

Education
Northern Illinois University   2006 — 2008
MBA, FINANCE

Northern Illinois University   2000 — 2002
BS, FINANCE

Florida State University   1998 — 2000
NA, BS

Jeff Carew Jeff Carew Greater Milwaukee Area Details
Jeff Carew's PMA Financial Network, Inc. Experience 2004 - Present
Job Managing Director at Forecast5 Analytics
Industry Information Technology and Services
Experience
Forecast5 Analytics  January 2012 - Present
PMA Financial Network, Inc.   2004 - Present

Education
Marquette University   1988 — 1993
Bachelor of Science (BS), Economics

Don Weber Don Weber Naperville, Illinois Details
Don Weber's PMA Financial Network, Inc. Experience July 2003 - Present
Job Senior Vice President at PMA Financial Network, Inc.
Industry Financial Services
Experience
PMA Financial Network, Inc.   July 2003 - Present

Skills
Series 7, Investments, Financial Analysis, Banking, Series 63, Portfolio Management, Finance, Leadership, Asset Management, Strategic Planning, Strategic Financial..., Securities, Fixed Income, Investment Banking, Financial Modeling, Public Finance, Budgets, Series 24, Management, Risk Management, Small Business, Business Development, Commercial Lending, Mergers & Acquisitions, Estate Planning, Bonds, Financial Reporting, Financial Planning, Mutual Funds, Technology Integration

Education
Northern Illinois University
Doctor of Education (Ed.D.), Educational Leadership and Administration

David Lutter David Lutter United States Details
David Lutter's PMA Financial Network, Inc. Experience August 2001 - Present
Job Senior Vice President at PMA Financial Network, Inc.
Industry
Experience
PMA Financial Network, Inc.   August 2001 - Present

Skills
Portfolio Management, Series 7, Investments, Bonds, Relationship Management, Funding, Trading, Finance, Fixed Income, Series 24, Series 63, Securities, Financial Analysis, Wealth Management, Banking, Investment Banking

Education
Rockford University   1995 — 1998
MBA, Business, Finance

South Dakota School of Mines and Technology   1986 — 1991
BS, Mechanical Engineering

Jeff Kincaid Jeff Kincaid Greater Chicago Area Details
Jeff Kincaid's PMA Financial Network, Inc. Experience December 2009 - May 2011
Job Mortgage Loan Officer at Avenue Mortgage a division of CIBM Bank
Industry Financial Services
Experience
Avenue Mortgage a division of CIBM Bank   May 2011 - Present
PMA Financial Network, Inc.   December 2009 - May 2011
Avenue Mortgage   September 2008 - June 2010
1AM Wholesale / 1st Advantage Mortgage   October 2007 - December 2009
Option One Mortgage  2005 - 2007
Mesirow Financial  November 2003 - August 2004
AIG  December 2002 - December 2003
Chubb  September 1996 - December 2002
Prudential Insurance  1992 - 1996

Skills
Series 7, Series 63, Mortgage Lending, Banking, Finance, Aviation, Mortgage Banking, Mortgage Brokers, First Time Home Buyers, Assisting First Time..., Refinance, Refinancings, Harp, DU Refi Plus, Open Access, Loans, Residential Mortgages, FHA, FHA financing, Loan Origination, Real Estate, VA loans, Construction Loans, Underwriting, USDA, Commercial Mortgages, Investments, Loss Mitigation, Investment Properties, Small Business Lending, Mortgage Servicing, Credit Analysis, Home Equity Loans, Certified Mortgage..., Rates, Consumer Lending, Real Estate Economics, Sales, Real Estate Financing, Debt Consolidation, Credit, Home Equity Lines of..., Reverse Mortgages, Government Loans, Commercial Lending, Loan Servicing, Mortgage Underwriting, Funding, Mortgage Marketing, Financial Structuring

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1995 — 1999
MBA, Finance

University of Illinois at Urbana-Champaign - College of Business   1987 — 1991
BS, Business Administration - Marketing

Wheaton Central High School   1983 — 1987
Diploma, General

Scarlett Perino Scarlett Perino Wheaton, Illinois Details
Scarlett Perino's PMA Financial Network, Inc. Experience 2010 - March 2011
Job Fixed Assets Accouting Analyst at BP
Industry Financial Services
Experience
BP  August 2014 - Present
OfficeMax  September 2011 - August 2014
PMA Financial Network, Inc.   2010 - March 2011
Calamos Investments  May 2007 - January 2010

Skills
Financial Analysis, Accounting, Portfolio Management, Microsoft Excel, Mutual Funds, Investments, Personal Financial..., IT Capital Planning, Corporate Budgeting, Financial Reporting, Financial Accounting, Internal Controls, Finance, Budgets, Strategic Planning, GAAP, Strategic Financial..., Financial Planning

Education
Northern Illinois University
Bachelor of Science, Accountancy

Sauk Valley Community College
Associate of Science, Business

Fenil Patel Fenil Patel Greater Chicago Area Details
Fenil Patel's PMA Financial Network, Inc. Experience January 1999 - Present
Job
Industry Financial Services
Experience
PMA Financial Network, Inc.   January 1999 - Present

Skills
Series 7, Banking, Investments, Series 63, Financial Modeling, Public Finance, Financial Analysis, Investment Banking, Asset Allocation, Securities, Portfolio Management, Strategic Planning, Fixed Income, Budgets, Strategic Financial..., Finance, Bonds, Budgeting, Series 65

Education
Northern Illinois University   1995 — 1998
BS, Finance

Danielle Newburn Danielle Newburn Carol Stream, Illinois Details
Danielle Newburn's PMA Financial Network, Inc. Experience June 2008 - September 2009
Job Staff Accountant Plant Accounting at Nicor Gas
Industry Utilities
Experience
Nicor Gas  September 2012 - Present
Gurtin Fixed Income Management, LLC  November 2009 - August 2012
PMA Financial Network, Inc.   June 2008 - September 2009
McDonnell Investment Management  May 2007 - January 2008

Skills
Motivated, efficient,..., Strong spoken and..., Team player with..., Advent programs: APX,..., Quickbooks, Bloomberg Terminal, Microsoft Excel, Word,..., WordPerfect, Photoshop, Office Equipment, Accounting, General Ledger, Billing, Cash, Bloomberg, Financial Reporting, Bonds, Fixed Income, Reconciliation, Financial Analysis, Investments, Word, Microsoft Office, Account Reconciliation, Accounts Payable, PowerPoint, Securities, Spreadsheets, Accruals, Accounts Receivable, Reconciliations, Journal Entries, Financial Accounting, Outlook, Pivot Tables, Bookkeeping, Balance, Excel, Compliance, Tax Preparation, Auditing, Tax, Invoicing

Education
Benedictine University   2010 — 2013
Mastors of Science, Accounting, 4.0

Illinois State University   2004 — 2008
Bachelor of Science, Accounting, 3.83