SAGE Private Wealth Group
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SAGE Private Wealth Group Employees
SAGE Private Wealth Group August 2014 - Present
SAGE Private Wealth Group August 2014 - Present
The Swiss Benevolent Society of Chicago March 2010 - March 2015
Ameriprise Financial Services, Inc. a Platinum Financial Services Practice March 2003 - August 2014
The Cara Program 2007 - 2009
The Swiss American Business Council 2003 - 2008
Skills
Retirement Planning, Finance, Portfolio Management, Wealth Management, Estate Planning, Saving for Education, Certified Financial..., Strategic Financial..., Series 7, Investments, Mutual Funds, Financial Advisory
Education
Northwestern University School of Continuing Studies 2008 — 2009
Certificate, CERTIFIED FINANCIAL PLANNER(TM) certification education program
DePaul University 2001 — 2003
BA, Computing
DePaul University January 2014 - Present
SAGE Private Wealth Group July 2015 - August 2015
Saint Charles Motorcars 2014 - 2014
Houlihan's Restaurant and Bar March 2013 - December 2013
Skills
Financial Accounting, Management Accounting, Financial Statement..., Financial Modeling, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, Customer Service, Management, Research, Leadership, Strategic Planning, Sales, Marketing, Teamwork, Statistical Modeling, Equity Research Analysis, Derivatives, Financial Analysis, Fixed Income Analysis
Education
DePaul University 2014 — 2016
Finance, General, 3.74
Waubonsee Community College 2012 — 2013
General Studies
Neuberger Berman July 2015 - Present
SAGE Private Wealth Group June 2014 - March 2015
Delphi Corporation May 2013 - August 2013
ChinotForget IU Technology Innovation Company January 2012 - May 2013
China Everbright Bank May 2012 - July 2012
Skills
Financial Modeling, Microsoft Excel, Leadership, Financial Analysis, Corporate Finance, Access, PowerPoint, Microsoft Word, Management, Data Analysis, Project Management, Team Building, Stock Trading, Project Planning, Technological Innovation, Basketball, Comparable Analysis, DCF Valuation, Automotive Aftermarket, Non-profit Program..., Piano Performance, German, Military
Education
Indiana University Bloomington - Kelley School of Business 2011 — 2014
Bachelor of Science, Finance; Entrepreneurship and Corporation Innovation; Music, 3.40
Bank of America Merrill Lynch Investment Banking Program 2013 — 2013
Investment Banking
Syracuse University 2010 — 2011
Finance; Music
Howe Military School 2007 — 2010
High School, Army JROTC/ROTC, 3.96
SAGE Private Wealth Group July 2014 - Present
Frank Advisory Services, Inc. July 2010 - July 2014
The PrivateBank October 2008 - September 2009
The PrivateBank 2005 - October 2008
The PrivateBank 2002 - 2005
Skills
Excellent client..., event development and..., Community Engagement, Excellent Communication..., Creative Writing, Salesforce Administrator, PowerPoint development, executive assistant, network management, Desktop Publishing
Education
Naperville North
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Northern Illinois University
Bachelor's Degree, Journalism & Advertising, Sociology, Psychology
Robert Allen Hayes October 2014 - Present
SAGE Private Wealth Group March 2012 - October 2014
Raymond James Financial Inc. March 2012 - October 2014
JPMorgan October 2002 - March 2012
Edward Jones September 2001 - August 2002
Skills
Wealth Management, Portfolio Management, Private Equity, Asset Managment, Investments, Bloomberg, Fixed Income, Asset Allocation, Valuation, Mutual Funds, Human Behavior, Social Intelligence, Investment Banking, Investment Advisory, Investment Management, Deal Sourcing, Deal Execution, Deal Creation, Deal Development, Deal Structures, Deal Shaping, Deal Screening, Non-verbal Communication, Neuroeconomics, Monetization, Biochemistry, Brain Research, Brain Training, Neurology, Neuroscience, Neuropsychology, Cognitive Neuroscience, Neurophysiology, Multidisciplinary Design, Due Diligence, Operational Due..., Management Due Diligence
Education
North Central University 1994 — 1999
Bachelor of Arts (B.A.)
SAGE Private Wealth Group December 2014 - Present
Feed The Need April 2009 - Present
SAGE Private Wealth Group May 2014 - December 2014
Southeastern University July 2011 - May 2014
Southeastern University April 2010 - June 2011
Southeastern University May 2008 - April 2010
CUSD 200 2003 - 2005
Skills
Leadership Development, Leadership, Higher Education, Volunteer Management, Creative Writing, Learning Quickly, Interpersonal..., Editing, Community Outreach, Public Speaking, Microsoft Excel, Analysis, Innovation, Adaptability
Education
Southeastern University
Master of Business Administration (MBA)
Southeastern University 2006 — 2008
Bachelor of Applied Science (B.A.Sc.), Church Ministry
Concordia University Chicago 2005 — 2006
Bachelor of Applied Science (B.A.Sc.), Kinesiology and Exercise Science
College of DuPage 2003 — 2005
Associate of Arts (AA)
Wheaton North High School 1999 — 2003
High School Diploma, 9-12
Cintas January 2014 - Present
SAGE Private Wealth Group August 2012 - October 2013
Edward Jones July 2007 - July 2012
Skills
Sales, Business Planning, Relationship Enhancement, Financial Analysis, Account Management, B2B Marketing Strategy, MS Office Suite, Microsoft Dynamics, Leadership
Education
Oakland University 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Albion College 2003 — 2004
Economics
SAGE Private Wealth Group September 2014 - Present
Self-employed June 2014 - 2015
ANN INC. June 2011 - September 2014
The Peoples Resource Center May 2014 - August 2014
Winter Park Care and Rehabilitation January 2013 - April 2013
Marion County Clerk's Office August 2008 - August 2011
Skills
Solid computer skills, People-oriented, Social Networking, Social Services, Human Resources, Resourceful..., Painting, Fine Art, Drawing, Advice, Sales, Fashion, Craft, Creative Problem Solving, Problem Solving, Exceptional People..., Documentations, Goal Oriented, Goal Setting, Goal-oriented..., Team Leadership, Highly detail oriented, Interpersonal..., Telephone Skills, Phone Etiquette, Always Punctual, Clerical Skills, Cashiering, Close Attention to..., Organized Multi-tasker, Cash Register, Fast-paced, Dependable Team Player, Team-oriented, Friendly Personality, Outstanding..., Work Well Independently, Interpersonal..., Teamwork, Leadership, Research, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Time Management, Customer Service, Event Planning, Detail Oriented, Management
Education
Southeastern University 2013 — 2014
Masters, Human Services
University of Central Florida 2011 — 2013
Bachelor's, Social Work
College of Central Florida 2008 — 2009
Communication, General
SAGE Private Wealth Group July 2015 - Present
Northern Trust Corporation May 2005 - July 2015
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Financial Analysis
Purdue University 2000 — 2005
Bachelor's degree, Organizational Leadership
SAGE Private Wealth Group September 2013 - Present
SAGE Private Wealth Group October 2011 - Present
Edward Jones December 2006 - October 2011
American Chartered Bank April 2005 - December 2006
Wheaton Chamber of Commerce September 2002 - April 2005
AT&T November 1983 - May 1990
Skills
Private Client Services, Customer Service, Office Administration, Coordination, Organization
Education
Taylor University 1979 — 1983
BS, Business Systems
DePaul University
SAGE Private Wealth Group September 2013 - Present
SAGE Private Wealth Group March 1999 - Present
Edward Jones July 1982 - February 1999
Skills
Financial Planning, Comprehensive Wealth..., Insurance Planning, Long Term Care, Succession Planning, Wealth Transfer Planning, Estate Planning, Public Speaking
Education
Northwestern University 1969 — 1974
BS, Chemical Engineering
SAGE Private Wealth Group July 2015 - Present
Northern Trust April 2012 - July 2015
Northern Trust April 2010 - April 2012
State Street Barbers, LLC August 2008 - June 2009
Column Capital Group November 2007 - August 2008
Comprehensive Retirement Solutions 2007 - 2007
W.R. Grace 2006 - 2007
Skills
Equity Derivatives, Options Strategies, Equity Capital Markets, Financial Planning, Investments, Analysis, Asset Allocation, Financial Analysis, Debt, Fixed Income Trading, Risk Management, Asset Management, Alternative Investments, Wealth Management, Asset Managment, Mutual Funds, Portfolio Management, Series 7, Securities, Investment Strategies, Fixed Income, Equities, Hedge Funds, Investment Management
Education
Purdue University - Krannert School of Management 2000 — 2006
BS, Financial Planning/Business