The Next Level Planning Group
Address: 8755 W Higgins Rd, Chicago, IL 60631 Phone: (773) 867-3658: : : Place name: : Hours: Category: Website: : : Website: http://www.tnlpg.com/location/ Category: Financial Institution 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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of The Next Level Planning Group Posting publicly on the Web Write a review Reviews Be the first to review
The Next Level Planning Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Next Level Planning Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
The Next Level Planning Group Salaries. You can even request information on how much does The Next Level Planning Group pay if you want to. Learn about salaries, pros and cons of working for The Next Level Planning Group 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!
12 The Next Level Planning Group employees in database. Find out everything there's to know about The Next Level Planning Group 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.
The Next Level Planning Group Employees
Cornerstone Research August 2014 - Present
Carleton College March 2013 - Present
Carleton College August 2010 - June 2014
The Next Level Planning Group June 2013 - August 2013
Carleton College January 2011 - March 2013
Skills
Higher Education, Microsoft Office, PowerPoint, Public Speaking, Teaching, Microsoft Excel, Microsoft Word, Analysis
Education
Carleton College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Wells Fargo Advisors, LLC April 2014 - Present
The Next Level Planning Group November 2013 - April 2014
Self Employed September 1997 - October 2013
Guarantee Trust Life Insurance July 1992 - August 1997
Education
Iowa State University
Bachelor of Business Administration (BBA), Transportation/Logistics
Epic September 2012 - Present
Carleton College September 2008 - June 2012
MIAC November 2011 - December 2011
The Next Level Planning Group June 2011 - August 2011
Traycee Homecare Services June 2009 - December 2010
Rosin Eye Care September 2006 - June 2008
Skills
PowerPoint, Data Analysis, Microsoft Excel, Microsoft Office, Leadership, Stata, Microsoft Word, Fundraising, R, Statistics, French, Intercultural..., Project Management, Marketing, Public Relations, S-Plus, Software Project..., Epic Systems, Epic Willow
Education
Carleton College 2008 — 2012
BA, Economics, French and Francophone Studies
French Seminar in Paris, Carleton College 2010 — 2010
French
Fenix International October 2013 - June 2015
Deloitte August 2011 - March 2014
Carleton College July 2009 - June 2011
BlackBag Technologies, Inc. June 2010 - August 2010
The Next Level Planning Group September 2009 - November 2009
Carleton College August 2008 - June 2009
Rose Pest Control January 2005 - January 2008
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Carleton College 2007 — 2011
Bachelor of Arts, Mathematics
New Trier High School 2003 — 2007
The Next Level Planning Group June 2015 - August 2015
Education
Miami University 2012 — 2016
Bachelor of Science (B.S.), Finance
Miami University John E. Dolibois Luxembourg Campus
Bachelor of Science (B.S.), Finance
The Next Level Planning Group June 2015 - Present
Hawkins Wealth Management August 2014 - May 2015
Edward Jones May 2014 - August 2014
Sears Holdings Corporation May 2013 - August 2013
The University of Iowa December 2012 - June 2013
Johnson County Auditor’s Office October 2012 - June 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Social Networking, Management, Public Speaking, Mac, Financial Analysis, Sales, Marketing, Fundraising, Data Analysis, Analysis, Philanthropy, Microsoft Publisher, Windows, Customer Service, Public Services, Personal Financial..., PowerPoint
Education
University of Iowa 2011 — 2015
Finance, Risk Management, Finance, General
The Next Level Planning Group July 2002 - Present
Merrill Lynch February 1999 - July 2002
Vector Marketing 1995 - 1998
Skills
Options
Education
College for Financial Planning 2011 — 2013
Master of Science (M.S.), Personal Financial Planning
Carleton College 1991 — 1995
Bachelor of Arts (B.A.), Mathematics and Economics
New Trier High School 1987 — 1991
John Hancock Asset Management April 2015 - Present
MFS Investment Management May 2014 - April 2015
The Next Level Planning Group May 2011 - December 2013
Law Office of Maria Jaffe June 2009 - November 2010
Kaercher Campbell & Assoicates March 2009 - May 2009
Skills
Asset Allocation, Microsoft Office, Series 7, Investments, Financial Analysis, Financial Modeling, Microsoft Excel, Mutual Funds, Financial Services, Investment Strategies, Fixed Income
Education
DePaul University
Liberal Arts, English
The Next Level Planning Group January 2014 - Present
The Next Level Planning Group March 2013 - January 2014
The Next Level Planning Group November 2012 - March 2013
Faribault Public Schools 2012 - 2012
Skills
Analysis, Problem Solving, Advising, Customer Service, Research, Public Speaking, Microsoft Excel, Microsoft Word, Editing, Teaching, PowerPoint, Curriculum Design
Education
Carleton College 2007 — 2011
Bachelor of Arts (B.A.), Magna Cum Laude, American Studies
University of Washington July 2015 - Present
Education Outside June 2013 - June 2015
Education Outside June 2013 - June 2014
Education Outside August 2011 - May 2013
450 Architects 2012 - 2012
Sierra Friends Center/ The Woolman Semester June 2009 - June 2010
Operation Helping Hand: New Orleans December 2009 - May 2010
YMCA 2009 - 2010
The Next Level Planning Group August 2009 - December 2009
Starbrook Adventures June 2009 - July 2009
Skills
Research, Microsoft Office, Spanish, Customer Relations, Sustainability, Art, Writing, Environmental Education, Environmental Awareness, Environmental Science, Nonprofits, Community Outreach, Program Development, Curriculum Design
Education
Carleton College 2005 — 2009
B.A, Environmental Studies & French and Spanish Languages and Literatures
Latin American Spanish School 2006 — 2007
1 month certificate, Spanish Language
Woolman Semester 2010 — 2011
Focus, Social Justice and Environmental Sustainability