UPSTREAM Investment Partners, LLC
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UPSTREAM Investment Partners, LLC Employees
Upstream Investment Partners, LLC April 2011 - Present
Ameriprise Financial Advisors November 2006 - March 2011
Citicorp Trust Bank 2003 - 2005
Canon Business Solutions 2000 - 2002
Skills
Investments, Financial Advisory, Securities, Finance, FINRA, Retirement Planning, Insurance, Series 7, Wealth Management, Financial Planning
Education
Murray State University 1995 — 2000
B.S., Business Administration
Glenbard West 1991 — 1995
UPSTREAM Investment Partners, LLC January 2014 - Present
Morgan Stanley November 2010 - January 2014
Edward Jones December 2007 - November 2010
Blue Skies Flying Services, Inc December 2003 - December 2007
TJX Companies January 2004 - August 2007
Sears, Roebuck and Co. October 1996 - January 2004
Sears, Roebuck and Co. March 1995 - September 1996
Venture Stores, Inc July 1994 - February 1995
Venture Stores August 1991 - July 1994
Waukegan Aero, LTD July 1990 - December 1992
Education
Northeastern Illinois University 1988 — 1991
Bachelor of Arts, Political Science / Economics (Minor)
Embry-Riddle Aeronautical University 1986 — 1987
Aviation/Airway Management and Operations
Lake Forest College 1985 — 1986
Forest View HS 1983 — 1985
Saint Patrick HS - Chicago 1981 — 1983
St. Pascal Grammar School 1973 — 1981
Wells Fargo Advisors, LLC June 2013 - November 2014
Wealth Partners, LLC June 2012 - August 2012
Upstream Investment Partners, LLC May 2012 - May 2012
Raymond James Financial Inc. May 2011 - August 2011
Skills
Series 7, Series 63, Series 65, Equities, Wealth Management, Analysis
Education
Clemson University 2009 — 2013
Bachelor of Science, Financial Management
Upstream Investment Partners, LLC October 2012 - Present
UPSTREAM Investment Partners, LLC October 2012 - Present
Ameriprise Financial Services, Inc. 2011 - 2012
Investment Professionals, Inc. 2008 - 2011
Skills
Series 7, Retirement, Mutual Funds, Series 63, Wealth Management, Investments, Series 65, Securities, Estate Planning, Long-term Care, Life Insurance, FINRA, Series 24, Finance, Retirement Planning, Professional Women, series 66, Licensed Life Insurance..., Options, 401k Rollovers, Saving for Education
Education
Angelina College
Upstream Investment Partners, LLC October 2012 - Present
Discount Corporation of New York July 1993 - January 1995
Skills
Investments, Mutual Funds, Securities
Education
Idaho State University
Bachelor of Business Administration (BBA), Dual Major in Accounting and Finance, Deans List
UPSTREAM Investment Partners, LLC January 2015 - Present
Terri Lynn Land for US Senate April 2014 - November 2014
Anchorage Marina May 2012 - August 2013
MI Victory Program July 2012 - November 2012
Ottawa County GOP July 2012 - August 2012
Skills
Public Speaking, Leadership, Networking, Microsoft Office, Analysis, Social Networking, Fundraising, Time Management, Teamwork, Access, Team Leadership, Social Media, Event Planning, Event Management, Editing, Facebook, Research, Data Analysis, Public Relations, Nonprofits, Policy, Community Outreach, Training, Government
Education
Michigan State University 2013 — 2017
West Ottawa Public Schools 2009 — 2013
Upstream Investment Partners, LLC January 2013 - Present
BNI 2013 - 2015
BNI 2013 - 2015
Ameriprise Financial Services, Inc. November 2008 - January 2013
AG Edwards March 2001 - November 2008
Skills
Retirement, Retirement Planning, Wealth, Estate Planning, Investments, Wealth Management, Financial Planning, Insurance, Mutual Funds, Financial Advisory, Fixed Annuities, Series 7, Finance, Investment Strategies
Education
The University of Texas at Austin 1992 — 1995
Bachelor of Arts (BA), History
Vanderbilt University 1991 — 1992
Upstream Investment Partners, LLC February 2012 - Present
Edward Jones February 2008 - February 2012
Metavante 2005 - 2008
United States Air Force March 2001 - March 2005
Skills
Retirement Planning, Investments, Financial Advisory, Series 7, Finance, Securities, Life Insurance, FINRA, Wealth Management, Financial Services
Education
Walsh College of Accountancy and Business Administration 2012 — 2014
Master of Science (MS), Finance and Financial Management Services
University of Maryland University College
Bachelor's degree, Business Administration and Management, General
Villanova University
Associate's degree, Finance, General
UPSTREAM Investment Partners LLC January 2010 - Present
Ameriprise Financial November 2008 - March 2010
H&R Block Financial Advisors October 1991 - November 2008
Skills
Investment Advisory, Retirement Planning, Asset Allocation, Retirement, Wealth Management, Financial Advisory, Strategic Financial..., Talent Acquisition, Securities, Investments, Mutual Funds, Estate Planning, IRAs, Fixed Annuities, Investment Strategies, Financial Services, Alternative Investments, Insurance, 401k Rollovers, Series 24
Education
Southwestern University 1987 — 1991
Strake Jesuit
Sigma Financial Corporation, Sigma Planning Corporation June 2004 - Present
Upstream Investment Partners, LLC April 2010 - Present
Thomson Reuters November 2000 - May 2002
Logical Information Machines, Inc. August 1995 - November 1999
MarketVision 1991 - 1995
MarketView 1985 - 1991
FutureSource 1978 - 1985
Skills
Retirement Planning, Retirement, Exit Strategies, Investments, Small Business, Retirement Benefits, Finance, Estate Planning, Family Business, Succession Planning, Credit, Mergers & Acquisitions, Family Business Planning, Retirement Income...
Education
DePaul University 1968 — 1972
BSC, Business, Economics
Upstream Investment Partners, LLC November 2012 - Present
Ameriprise Financial Services, Inc. June 2011 - November 2012
Investment Professionals, Inc. 1996 - 2011
JBS 1990 - 1992
Skills
Asset Allocation, Retirement Planning, Investments, Securities, Insurance, Finance, Financial Advisory, FINRA, Wealth, Tax, Wealth Management, Series 7, Strategic Financial..., Investment Advisory, Mutual Funds, Fixed Annuities, Retirement, Asset Management, Series 63, Portfolio Management, Investment Strategies
Education
Incarnate Word 1977 — 1979
Cullen Jr High
Texas Tech University
UPSTREAM Investment Partners, LLC February 2015 - Present
Ameriprise Financial Services, Inc. December 2012 - February 2015
Dexter Business Development 2008 - January 2013
Vistage International 2010 - 2011
Niles, Inc. 1993 - 2008
TEC, nka Vistage International 2000 - 2004
Aceomatic 1987 - 1993
Connecticut Mutual Financial Services 1985 - 1987
Education
University of California, San Diego 1981 — 1984
Bachelor, Politcal Science, Economics
Upstream Investment Partners, LLC March 2012 - Present
Upstream Investment Partners, LLC January 2014 - Present
Edward Jones May 2007 - March 2012
Illini Staffing Inc. January 2005 - December 2011
Decatur Herald & Review (Lee Enterprises) March 2006 - April 2007
Skills
Retirement Planning, 529 Plans, Managed Accounts, 401k, Investments, Series 7, Insurance, Financial Planning, Public Speaking, Financial Analysis, Business Planning, Asset Management, Portfolio Management, Retirement, Wealth Management, Employee Benefits, Long Term Care, Strategic Financial..., Long-term Care, Estate Planning, Financial Advisory, Securities, Wealth, Life Insurance, Alternative Investments
Education
College for Financial Planning 2010 — 2013
CFP, Certified Financial Planner
Leadership Austin 2009 — 2009
Emerge Graduate
University of Iowa 2000 — 2004
B.A., Communication Studies
West Des Moines Valley High School 1996 — 2000
Upstream Investment Partners, LLC 2011 - Present
Ameriprise Financial Services, Inc. May 2009 - March 2011
H&R Block January 2003 - April 2009
Ricoh Business Solutions May 2001 - December 2004
Verizon 1974 - May 2002
Skills
Strategic Financial..., Finance, Investments, Portfolio Management, Mutual Funds, Retirement Planning, Financial Analysis, Wealth Management, Risk Management, Asset Managment, Strategic Planning, Budgets, Forecasting, Asset Management, Financial Services, Investment Advisory, Financial Modeling, Asset Allocation, Retirement, Investment Strategies, Alternative Investments, Financial Planning, Management, Process Improvement, Leadership, Strategy
Education
Sacred Heart Academy, Stamford, CT 1970 — 1974
Business Program
NYU
Certificate, Finance
NYU
Certificate, Business Management
UPSTREAM Investment Partners, LLC August 2014 - Present
U.S Bancorp Investments, Inc. August 2012 - September 2015
Skills
Retirement, Retirement Planning, Strategic Financial..., Portfolio Management, Financial Services, Finance, Investment Strategies, Fixed Annuities, Estate Planning, Investments, Customer Service, Investment Management, Mortgage Lending
Education
College of Financial Planning 2008 — 2009
CRPC, retirement planning
College of Financial Planning 2001 — 2001
AAMS, Asset management
Dixie State University 1993 — 1997
Criminal Psychology
Upstream Investment Partners, LLC September 2012 - Present
Ameriprise Financial June 2001 - October 2012
H&R Block Financial Advisors 2001 - 2008
Skills
Retirement Planning, Estate Planning, Investment Strategies, Investment Advisory, Series 7, Insurance, Wealth Management, Wealth, Retirement, Saving for Education, Fixed Annuities, Mutual Funds, Asset Allocation, Series 63, IRAs, 401k, Financial Advisory, Series 65, Bonds, Stocks, Securities, Strategic Financial..., Financial Planning
Education
The American College 2012 — 2015
CFP
Central Michigan University 1996 — 2001
BS, Business Administration
Upstream Investment Partners, LLC January 2011 - Present
Edward Jones November 2006 - January 2011
United States Chamber of Commerce March 2004 - November 2006
North Star Imaging July 2000 - 2003
United States Army National Guard November 1981 - November 2001
Education
College for Financial Planning 2010 — 2010
Accredited Asset Management Specialist, Financial Planning and Services
Ridgewater College 1990 — 1992
Technical, Non-Destructive Testing Technology
Upstream Investment Partners, LLC September 2012 - Present
MERRILL LYNCH WEALTH MANAGEMENT May 2010 - August 2012
Edward Jones December 2007 - May 2010
Lee Enterprises December 2002 - December 2007
Copley Newspapers May 1977 - December 2002
Skills
Wealth Management, Mutual Funds, Investments, Finance, Strategic Financial..., Financial Analysis, Series 63, Fixed Annuities, Marketing, Social Media, Personal Finance, 401k, Financial Services, Public Relations, Social Media Marketing, Sales, Marketing Communications, Strategic Planning, ETFs
Education
Northern Illinois University 1973 — 1977
BA, JOURNALISM
Upstream Investment Partners, LLC January 2011 - Present
Ameriprise Financial February 2008 - January 2011
R.W. Baird Inc. January 2002 - February 2008
UBS March 1986 - January 2002
Education
Purdue University Calumet 1975 — 1979
Finance /Mgmt, Economics
UPSTREAM Investment Partners, LLC May 2015 - Present
greater west bloomfield chamber of commerce 2010 - Present
Ameriprise Financial Services, Inc. February 2013 - May 2015
Ameriprise Financial 2008 - February 2013
Ameriprise Financial Services, Inc. 2008 - February 2013
H & R Block Financial Advisors January 2001 - November 2008
olde discount stockbrokers November 1993 - February 1998
Education
The Wharton School, University of Pennsylvania 2003 — 2003
executive leadership development
Eastern Michigan University 1986 — 1991
bs, Economics
detroit catholic central high school 1982 — 1986
Upstream Investment Partners, LLC January 2011 - Present
Education
Southern Methodist University 2003 — 2007
B.B.A.
Southern Methodist University - Cox School of Business 2003 — 2007
BBA
Upstream Investment Partners, LLC June 2011 - Present
Robert W. Baird & Co. November 2008 - May 2011
H&R Block Financial Advisors August 2005 - November 2008
Edward Jones June 2002 - August 2005
Education
Western Illinois University 1994 — 1997
Bachelor of Science, LEJA & Business
Rock Valley College 1992 — 1994
Associate of Science, Criminal Justice
UPSTREAM Investment Partners, LLC January 2014 - Present
Upstream Investment Partners, LLC 2011 - Present
Edward Jones 2006 - 2011
Skills
Estate Planning, Wealth, Retirement, Investments, Securities, Mutual Funds, FINRA, IRAs, Asset Allocation, Investment Advisory, Investment Strategies, Insurance, Personal Finance, Life Insurance, Wealth Management, Strategic Financial..., Retirement Planning, Fixed Annuities, Finance, Long-term Care, 401k, Series 7, 401k Rollovers, Tax, High Net Worth..., Wealth Accumulation, Pensions, Portfolio Management, Financial Planners, Asset Management, Term Life Insurance, Series 24, Wealth Management..., Saving for Education, Alternative Investments, Series 65, Financial Advisory, Disability Insurance, College Savings Plans, 529 Plans, Series 63, Income Protection, 403 b, Roth IRA, Financial Planning
Education
College for Financial Planning
AAMS, Financial Planning
Texas State University-San Marcos
BBA
Upstream Investment Partners, LLC January 2011 - Present
Edward Jones Investments August 2006 - January 2011
Dell May 2004 - October 2005
Dell Worldwide Procurement May 1999 - April 2004
ADI 1993 - 1999
Signetics 1984 - 1991
Allen-Bradley 1979 - 1984
Education
Texas A&M University 1978 — 1984
M.S.
Texas A&M University 1974 — 1978
B.S.
Westchester High School 1970 — 1974
Upstream Investment Partners, LLC January 2012 - Present
Ameriprise Financial Services, Inc. 2009 - 2011
H&R Block Financial Advisors 2000 - 2008
Skills
Retirement Planning, Saving for Education, Series 7, Wealth Management, Investment Advisory, Investments, Financial Advisory, Asset Allocation, Mutual Funds, Estate Planning, Strategic Financial..., Employee Stock Options, Retirement
Education
College for Financial Planning 2000 — 2001
CFP, Financial & Retirement Planning
North Central College 1992 — 1993
BA, Finance
UPSTREAM Investment Partners, LLC February 2013 - Present
Wells Fargo Advisors August 2007 - February 2013
HD Vest Financial Services January 2006 - August 2007
Jeffrey M. Fabbri, CPA, CSEP, P.C. August 2003 - August 2007
Coughlin, Jenkins & Fabbri, LLC August 1997 - August 2003
United States Air Force 1979 - 1983
Skills
Retirement Income..., Estate Planning, Investment Advisory, Income Tax, Financial Projection, College Savings Plans, Finance, Financial Planning, Small Business, Retirement, Investments, Accounting
Education
Loyola University Chicago 1978 — 1985
Bachelor of Science (B.S.), Accounting
Triton College 1973 — 1976
Associate of Science (AS), Accounting and Business Administration
UPSTREAM Investment Partners, LLC February 2015 - Present
Edward Jones November 2008 - February 2015
Showcase Mitsubishi August 2003 - November 2008
Skills
Fixed Annuities, IRAs, Mutual Funds, Retirement Planning, Investments, Finance, Insurance, Bonds, Financial Analysis, Retirement, Leadership, Financial Advisory, Stocks, ETFs, Sales, Series 7, Budgets, Equities, Wealth Management, Life Insurance, Asset Allocation, Managing Accounts, Training, Uniform Combined State..., Long-term Care, Strategic Financial..., Annuities, Budgeting, Managed Accounts
Education
College for Financial Planning 2010 — 2011
AAMS, Financial Planning, Asset Management
Pinconning Area High School 1992 — 1996
General high school diploma, General Studies
PIC International, Inc June 2015 - Present
Upstream Investment Partners, LLC September 2013 - June 2015
Merrill Lynch December 2010 - February 2013
Tycast, Inc dba Ballard Realty and Ballard Homes January 1994 - December 2010
Crazy Cajun Enterprises, Inc March 1991 - January 1994
Skills
Series 7, Investments, Real Estate, Mortgage Lending, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Investment Advisory, Strategic Financial..., Series 63, Strategic Planning, Sales, Equities, Investment Strategies, Alternative Investments, Portfolio Management, Fixed Income, Retirement, Wealth, Financial Planning
Education
Texas A&M University 1982 — 1984
BBA, Finance and Accounting
Texas A&M University 1976 — 1981
Bachelor of Science (BS), Economics, Who remembers that!
Michigan Financial Companies April 2014 - Present
Upstream Investment Partners, LLC October 2013 - April 2014
Bakalis Financial May 2013 - September 2013
PFS Investments May 2012 - May 2013
Synthes April 1996 - March 2012
Forest Pharmaceuticals October 1994 - March 1996
Forest Pharmaceuticals December 1992 - September 1994
Skills
SR 7, 65, 63, 6 and..., Sales, Investments, Financial Planning, Strategic Planning, Medical Devices, Healthcare, Sales Management, Retirement Planning, Leadership, Customer Service
Education
Michigan State University 1988 — 1992
Psychology
Okemos High School 1984 — 1988
UPSTREAM Investment Partners, LLC June 2014 - Present
Lincoln Park Financial Group, LLC May 2004 - June 2014
Commonwealth Financial Network May 2004 - June 2014
LPL Financial 2003 - 2004
AXA Advisors 1971 - 2003
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Wealth Management, Investments, Fixed Annuities, College Savings Plans, Insurance, Strategic Planning, 529 Plans, Life & Health Insurance..., Retirement, Finance, Life Insurance
Education
The American College
Chartered Financial Consultant
Christian Brothers University 1964 — 1968
B.S., Business Admin.
Loyola Academy 1961 — 1964
St. Paul of the Cross grade school 1953 — 1960
SMU
Upstream Investment Partners, LLC August 2012 - Present
IdaHome Loans Corp. June 2012 - Present
Sage Wealth Management LLC / MassMutual Financial group November 2010 - August 2012
First Mortgage Company of Idaho September 2011 - May 2012
Wells Fargo Home Mortgage March 2011 - September 2011
Idaho Independent Bank August 2009 - February 2010
Fairway Independent Mortgage Corporation March 2000 - September 2009
Several Mortgage Companies including Countrywide Home Loans, Norwest Mortgage and InterWest Mortgage July 1979 - March 2000
Skills
Retirement Planning, College Planning, Series 7, Series 66, Investments, Annuties, Long Term Care Insurance, Disability Income..., Life Insurance, Health Insurance
Education
Boise State University 1975 — 1979
Bachelor of Business Administration (B.B.A.), Business Administration/Marketing
Boise State University 1975 — 1979
Associate's Degree, Fashion Merchandising
Sigma Financial Corporation April 2015 - Present
American Sports Center Avondale August 2014 - December 2014
Michigan State University August 2009 - December 2013
Upstream Investment Partners, LLC May 2013 - August 2013
Education
Michigan State University 2009 — 2013
Bachelor Of Arts, Finance, General
Salem High School 2005 — 2009
VISANOW Global Immigration June 2015 - Present
Urban Investments April 2015 - Present
Echo Global Logistics May 2014 - May 2015
DTZ June 2013 - May 2014
UPSTREAM Investment Partners, LLC November 2012 - January 2013
The Walt Disney Company August 2008 - January 2009
Skills
Management, Marketing, Teamwork, Recruiting, PowerPoint, Sales, Microsoft Excel, Microsoft Office, Time Management, Social Media Marketing, Excel, Social Media, Strategy, Commercial Real Estate, Organizing, Tenant Representation, Social Networking, Facebook, Financial Analysis
Education
DePaul University 2010 — 2013
Bachelor of Science (BS), Finance
UPSTREAM Investment Partners, LLC November 2014 - Present
Edward Jones Investments May 2012 - 2014
Texas Department of Information Resources 2007 - 2012
ArthroCare Corporation 2005 - 2007
CarboMedics 2001 - 2005
Electronic Data Systems 1999 - 2001
Texas Comptroller of Public Accounts November 1998 - December 1999
Motorola February 1998 - October 1998
NASA - National Aeronautics and Space Administration 1988 - 1998
Skills
Strategic Financial..., Financial Analysis, Investments, Financial Modeling, Financial Reporting, Portfolio Management, Finance, Accounting, Financial Services, Insurance, Asset Management, Sarbanes-Oxley Act, Forecasting, Risk Management
Education
University of Maryland College Park 1986 — 1988
Master of Public Management, Finance, Economics, Statistics, Regulation
The University of Texas at Austin
Bachelor of Arts (B.A.)
Upstream Investment Partners, LLC January 2011 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
Bachelor of Business Administration, Finance
Davenport Assumption High School
Upstream Investment Partners, LLC April 2011 - Present
Education
Wayne State University 1974 — 1976
Masters Degree
University of Michigan 1970 — 1972
BA
UPSTREAM Investment Partners, LLC September 2015 - Present
Olesuk Tax Services September 2015 - Present
Olesuk Financial Services 1986 - August 2015
Karlene M. Olesuk May 1995 - April 2015
Karlene Olesuk May 1995 - December 2014
McHenry County Music Center July 2005 - June 2011
Shoestring Creative Group January 2006 - October 2007
Elgin Symphony Orchestra 2005 - 2006
McHenry County Music Center February 2005 - September 2005
Chicago Park District 2004 - 2005
Skills
Social Networking, Public Relations, Event Planning, Fundraising, Event Management, Social Media, Marketing, Editing, Facebook, Tax Preparation, Entrepreneurship, Press Releases, Proofreading, Microsoft Office, Grant Writing, Photography, Social Media Marketing, Marketing Communications, Writing, Non-profits, Media Relations, Performing Arts, Graphic Design, Blogging, Live Events, Corporate Events, Piano, Arts Administration, Web Design, Web Content Management, Publicity, Office Administration, Photoshop, Digital Photography, Illustrator, Microsoft Publisher, Business Planning, IT Operations, Database Administration, Event Photography, Media Buying, Entertainment Law, Production Assistance, Photo Editing, Business Plan Evaluation, Compliance, Nonprofits, Succession Planning, Management, Public Speaking
Education
Columbia College Chicago 1998 — 2002
MA in Arts, Entertainment and Media Management, Performing Arts Management
McHenry County College
Continuing Education, various
Arts & Business Council of Chicago’s Arts Marketing Center 2000 — 2000
Training, arts marketing (see notes)
Drake 1998 — 1998
Continuing Education, computer software training (see notes)
Roosevelt University 1997 — 1998
graduate-level courses transfered to Columbia College Chicago, Arts Management
Northern Illinois University 1991 — 1995
BGS, Visual & Performing Arts Contract Major in Arts Administration; Minor: Business Administration
McHenry Community High School 1988 — 1991
High School Diploma, college bound classes, music
UPSTREAM Investment Partners, LLC June 2014 - Present
Education
American University in Dubai
Carthage College
Bachelor of Arts (B.A.)
PMK•BNC December 2014 - Present
William Morris Endeavor September 2013 - June 2014
Open Road Films June 2013 - August 2013
Fox Filmed Entertainment June 2013 - August 2013
Upstream Investment Partners, LLC April 2010 - August 2012
National Securities November 2008 - April 2010
Skills
Mutual Funds, Asset Management, Financial Analysis, Marketing, Series 7, Investments, Strategic Financial..., Portfolio Management, Alternative Investments, Equities, Securities, Financial Services, Investment Advisory, Financial Advisory, Finance, Risk Management, Insurance, Asset Allocation, Public Speaking, Social Media, Event Management
Education
Carnegie Mellon University 2012 — 2014
Master of Entertainment Industry Management
Northwestern University 2010 — 2012
Certificate in Film, Media and Emerging Technology
University of Wisconsin-Madison 2005 — 2008
BA Economics; BA International Studies
Northern Trust Corporation July 2014 - Present
Davenport Capital Management October 2013 - June 2014
STL Partners, LLC May 2013 - May 2014
WSK Inc. March 2013 - September 2013
Upstream Investment Partners, LLC November 2012 - March 2013
LA Boxing Franchise Corporation January 2012 - November 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Public Speaking, Budgets, Financial Analysis, Financial Reporting, Financial Research, Strategic Planning, Treasury Management, Team Building, Sales, Analysis, Financial Modeling, Training, Teamwork
Education
DePaul University 2010 — 2014
Accounting and Finance
Lyons Township High School 2006 — 2010
University of Cuernavaca 2009 — 2009
Spanish Studies, Spanish Language and Literature
Upstream Investment Partners, LLC September 2012 - Present
Waker Financial October 2008 - Present
Southwest Securities, Inc. December 2008 - September 2012
Family Eldercare January 2009 - March 2011
Wells Fargo Advisors, LLC January 2005 - October 2008
EBS January 2000 - January 2005
Latin American Health Institute March 1993 - September 1997
Grant Thornton LLP July 1983 - June 1990
Skills
Microsoft Office, Business Analysis, Coaching, Strategic Financial..., Investment Management, Financial Reporting, Managerial Finance, Asset Managment, Finance, Risk Management, Strategic Planning, Financial Analysis, Portfolio Management, Nonprofits, Budgets, Analysis, Due Diligence, Investments, Accounting, Management, Leadership, Forecasting, Insurance, Financial Services, Small Business, Training, Investment Strategies, Retirement, Estate Planning, Wealth Management, Investment Advisory, New Business Development, Mutual Funds, Strategy, Asset Allocation, Alternative Investments, Business Planning, Fixed Annuities, Financial Modeling, Executive Management, Project Planning, Start-ups, Insurance Planning, Financial Planning
Education
Boston University 1990 — 1993
Masters, Business/Public Health
Central Connecticut State University 1976 — 1982
Bachelors, Accounting/Finance
College for Financial Planning 2005 — 2005
AAMS, Financial Planning
Midwest Orthopaedic Institute September 2015 - Present
VNA Healthtrends May 2015 - September 2015
UPSTREAM Investment Partners, LLC August 2013 - May 2015
Heartland Blood Centers August 2007 - August 2013
Skills
Marketing, Event Planning, Account Management, Public Speaking, Sales, Customer Service, Leadership, Fundraising, Time Management, Public Relations, Strategic Planning, Employee Benefits, Healthcare, Outside Sales, PowerPoint, Sales Management, Negotiation, Contract Negotiation, Outlook, Training, Event Management, Team Building, Selling, Business Development, Coaching, Management, Employee Relations, Hiring, Marketing Communications, Marketing Event Planning, Marketing Strategy, Microsoft Excel, Microsoft Office, Nonprofits, Operations Management, Organizational..., Process Scheduler, Recruiting, Research, Sales Process, Social Media, Social Networking, Supervisory Skills, Team Leadership, Cold Calling, Community Outreach, Program Management, People-oriented
Education
University of Phoenix 2003 — 2007
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Upstream Investment Partners, LLC June 2011 - Present
Merrill Lynch Investment Managers June 2006 - June 2011
Merrill Lynch Investment Managers 2006 - June 2011
CME Group July 1993 - May 2006
Chicago Board Options Exchange June 1986 - July 1993
Education
Saint Mary's University of Minnesota 1982 — 1986
bachelor, Finance
Upstream Investment Partners, LLC December 2013 - Present
Ameriprise Financial Services, Inc. January 2008 - December 2013
Skills
Retirement Planning, Investments
Education
Ball State University
Master of Business Administration (M.B.A.), Finance and Economics
UPSTREAM Investment Partners, LLC May 2015 - Present
Oppenheimer & Co. Inc. October 2013 - Present
Titleist Asset Management, Ltd. July 2012 - October 2013
BNP Paribas June 2000 - June 2012
CIBC World Markets 1997 - 2000
J.P. Morgan 1991 - 1995
Skills
Investments, Asset Allocation, Retirement Savings, Retirement Planning, Wealth Management..., Financial Advisory
Education
Cornell University - S.C. Johnson Graduate School of Management 1995 — 1997
MBA
Bergen Catholic HS
Seton Hall University
Bachelor of Science (BS)
Upstream Investment Partners, LLC August 2012 - Present
Sage Wealth Management LLC / MassMutual August 2010 - August 2012
LPL January 2010 - May 2011
Massachusetts Mutual 2005 - 2008
MFS Investment Management 1994 - 2000
Skills
Retirement, Life Insurance, Insurance, Securities, Investments, Finance, Financial Advisory, Mutual Funds, Retirement Planning, Series 7, Series 63, Wealth
Education
Eastern Oregon University 1972 — 1975
Upstream Investment Partners, LLC May 2011 - Present
Education
University of Michigan 1970 — 1972
B.A.
T2 Asset Management May 2015 - Present
Upstream Investment Partners, LLC August 2012 - May 2015
Merrill Lynch August 2010 - June 2012
Edward Jones November 2005 - August 2010
Skills
Retirement Planning, Financial Planning, Financial Advisory, Investments, Investment Strategies, Wealth Management
Education
Purdue University 1995 — 1996
Lakeland College 1991 — 1995
Bachelor of Arts, Biology & Chemistry
Upstream Investment Partners, LLC April 2011 - Present
Ameriprise Financial November 2006 - April 2011
Education
Northern Illinois University College of Law 1976 — 1980
Doctor of Law (J.D.), Law
MacMurray College 1961 — 1965
Bachelor of Arts (B.A.), Psychology
Upstream Investment Partners, LLC June 2011 - Present
Ameriprise Financial Services, Inc. May 2009 - November 2010
Skills
Financial Planning, Retirement Planning, Long-term Care, Securities, Risk Management
Education
Oakland University 1977 — 1982
Bachelor of science, Buisness
UPSTREAM INVESTMENT PARTNERS, LLC November 2011 - Present
Edward Jones December 1999 - October 2011
Education
Blinn College 1980 — 1987
UPSTREAM Investment Partners, LLC March 2015 - Present
Skills
Investments, Wealth Management, Portfolio Management, Series 7, Retirement Planning, Investment Advisory, Mutual Funds, Asset Allocation, Retirement, Series 63, IRAs, Uniform Combined State..., Investment Strategies, Public Speaking, Customer Service, Social Media, Nonprofits
Education
Duke University 1970 — 1975
AB, History/Religion
Upstream Investment Partners, LLC November 2010 - Present
Morgan Stanley Smith Barney April 2001 - November 2010
OLDE Discount 1994 - 2001
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Asset Allocation, Tactical Asset..., Investment Advisory, Portfolio Management, Estate Planning, Investments, Fixed Annuities, Financial Advisory, Investment Strategies, Securities, Insurance, Asset Management, Alternative Investments, 401k, Series 7, Series 8, Series 63, Series 65, Series 31, Life and Variable..., Retirement, IRAs
Education
University of Michigan-Flint 1991 — 1993
BBA, Finance