Ausdal Financial Partners
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Ausdal Financial Partners Employees
Perl Mortgage July 2012 - Present
Pillar Financial Advisors, LLC April 2007 - Present
Ausdal Financial Partners July 2010 - December 2014
Main Street Financial, Inc December 2011 - July 2012
Skills
Financial Advisory, Retirement Planning, Life Insurance, Wealth Management, Investments, Asset Allocation, Financial Goals, Long-term Care, Residential Mortgages, Securities, Wealth Accumulation
Education
Boston College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Hinsdale Central 1998 — 2001
High School
Financial Industry Regulatory Authority October 2010 - Present
Ausdal Financial Partners April 2008 - October 2010
Deutsche Bank September 2002 - May 2004
Skills
Securities, Investment Advisory, Series 7, Equities, FINRA, Fixed Income, Series 63, Mutual Funds
Education
Columbia College Chicago 1998 — 2002
Bachelor of Business Administration (BBA), Performing Arts Management, 3.8
Pillar Financial Advisors, LLC. January 2008 - Present
Perl Mortgage July 2012 - Present
Ausdal Financial Partners July 2010 - December 2014
Main Street Financial December 2011 - July 2012
Caliber Funding February 2011 - December 2011
Skills
Wealth Accumulation, Securities, Retirement Planning, Debt, Financial Planning, VA, Mortgage, Mortgage Lending, Investments, Long Term Care, Wealth Management, Insurance, Asset Management, Investment Advisory, Financial Analysis, Asset Allocation, Loans, Financial Services
Education
OPRF 1984 — 1988
Loyola University Chicago 1988 — 1992
BBA, Finance, Economics
College for Financial Planning 2010 — 2012
Master of Science (M.S.), Personal Financial Planning
Ausdal Financial Partners October 2008 - Present
Cornerstone Financial Planners, Inc. November 1982 - Present
Koss Corporation August 1978 - December 1980
Shure Brothers 1974 - 1978
Skills
College Education..., Financial Planners, Finance, Fixed Annuities, Insurance, Investments, Long-term Care, Retirement Planning, Series 7, Series 24, Series 63, Series 65, Tax Preparation, Variable Annuities, Retirement, Securities, Financial Services, FINRA, IRAs
Education
College for Financial Planning 2003 — 2006
CFP®, Certified Financial Planner
Moody Bible Institute 1969 — 1973
Bible, Music, Electronics
Ausdal Financial Partners October 2014 - Present
Mobility Services International October 2011 - April 2014
BHG The Masiello Group 2010 - 2011
Weichert Realtors August 2006 - October 2010
Newmarket International 1999 - 2001
Bottomline Technologies 1996 - 1999
Skills
Account Management, Marketing, Customer Service, Contract Negotiation, Negotiation, Management, Real Estate, Relocation, Buyer Representation, Sellers, Short Sales, First Time Home Buyers, Project Management, Salesforce.com
Education
American University
BA
Ausdal Financial Partners September 2010 - Present
AXA Advisors September 2009 - August 2010
Retired and enjoying life January 2007 - August 2009
Independent Consulting November 2005 - November 2006
Merrill Lynch June 1992 - May 2005
Merrill Lynch October 1980 - June 2002
Skills
Securities, Investments, Mergers & Acquisitions, Consulting, Management, Strategic Financial..., Retirement Planning, Mergers, Wealth Management
Education
Miami University 1966 — 1970
BS, Business Adminstration
Ausdal Financial Partners, Inc. August 1979 - Present
Ausdal Financial Partners August 1979 - Present
Skills
Retirement Planning, Investment Advisory, Securities, Strategic Financial..., Wealth Management, IRAs, Investments, Asset Managment, Series 7, Retirement
Education
University of Illinois at Urbana-Champaign 1981 — 1985
BA, Finance
M. Brown and Associates April 2014 - Present
Ausdal Financial Partners October 2012 - April 2014
HTG Capital Partners, LLC August 2002 - January 2013
Goldenberg, Hehmeyer and Co. 2002 - 2008
A.G. Edwards and Company April 2001 - August 2002
Skills
Portfolio Management, Trading, Commodity, Financial Markets, Derivatives, Options, Equities, Investments, Capital Markets, Financial Modeling, Hedging, Fixed Income, Financial Analysis, Risk Management, Financial Advisory, ETFs, Mutual Funds, Electronic Trading, Hedge Funds, Investment Advisory, Fixed Income Portfolio..., Portfolio Optimization, Futures Trading
Education
Indiana University - Kelley School of Business 1998 — 2002
BSB, Finance
Financial Industry Regulatory Authority April 2010 - Present
Ausdal Financial Partners April 2006 - March 2010
NASD November 1999 - April 2006
Skills
Investments, Bank Secrecy Act, USA PATRIOT Act, FINRA, Financial Analysis
Education
The University of Kansas 1994 — 1998
B.S., Accounting and Business Administration
McGuireWoods August 2011 - Present
Advanced Correctional Healthcare July 2009 - December 2009
Group O March 2009 - May 2009
Ausdal Financial Partners January 2007 - February 2009
Caterpillar Inc. May 2008 - August 2008
Education
Augustana College 2005 — 2009
Bachelor of Arts, Accounting, Business Management, Business Marketing
Ausdal Financial Partners September 2010 - October 2013
Citi Group March 2005 - February 2010
Citibank 1989 - 2003
Education
University of Minnesota Duluth 1977 — 1981
BBA, Finance, Marketing, Economics
Ausdal Financial Partners May 2012 - Present
Ausdal Financial Partners May 2012 - Present
Modern Woodmen of America August 2007 - February 2010
Skills
Mutual Funds, Securities, FINRA, Series 7, Finance, Investments, Uniform Combined State..., Retirement, Insurance, Fixed Annuities
Education
University of Iowa 1999 — 2004
Bachelor of Arts (B.A.), English