Cetera Financial Specialists
Description
Address: 200 N Martingale Rd, Schaumburg, IL 60173 Phone: (877) 744-2238: Place name: Category: : : Website: : : : Hours: Website: https://www.ceterafinancialspecialists.com Category: Financial consultant 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 Cetera Financial Group, Inc Posting publicly on the Web Write a review Reviews 3 Google reviews
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Cetera Financial Specialists Employees
Employee
Years
Job
Industry
Randy Eikermann Randy Eikermann's Cetera Financial Specialists Experience November 2004 - Present
Job CPA/Personal Financial Specialist, CFP® at Eikermann & Associates, LLC
Industry Accounting
Experience
Eikermann & Associates, LLC May 2007 - Present
Cetera Financial Specialists November 2004 - Present
Eikermann, Vollmar and Bushur, LLC November 2005 - May 2007
Genworth Financial April 1998 - November 2004
Education
Lincoln University (MO)
Eikermann & Associates, LLC May 2007 - Present
Cetera Financial Specialists November 2004 - Present
Eikermann, Vollmar and Bushur, LLC November 2005 - May 2007
Genworth Financial April 1998 - November 2004
Education
Lincoln University (MO)
Henry (Hank) V.M. Multala Henry (Hank) V.M. Multala's Cetera Financial Specialists Experience January 2014 - Present
Job Vice President Strategic Growth at Cetera Financial Specialists and The Legend Group (Palm Beach Gardens, FL)
Industry Financial Services
Experience
Cetera Financial Specialists January 2014 - Present
Lincoln Investment Planning August 2011 - January 2014
Adviser First Consulting & Recruiting January 2009 - January 2014
LPL June 2006 - March 2009
Charles Schwab August 2005 - April 2006
FSC December 2004 - August 2005
Merrill Lynch May 1998 - December 2004
Dean Witter Reynolds January 1993 - May 1998
US Navy February 1983 - December 1992
Skills
Recruiting, Contract Negotiation, Management, Retirement Planning, Wealth Management, Asset Managment, Succession Planning, Practice Management
Education
University of Rochester 1987 — 1991
BS, Mechanical Engineering
Cetera Financial Specialists January 2014 - Present
Lincoln Investment Planning August 2011 - January 2014
Adviser First Consulting & Recruiting January 2009 - January 2014
LPL June 2006 - March 2009
Charles Schwab August 2005 - April 2006
FSC December 2004 - August 2005
Merrill Lynch May 1998 - December 2004
Dean Witter Reynolds January 1993 - May 1998
US Navy February 1983 - December 1992
Skills
Recruiting, Contract Negotiation, Management, Retirement Planning, Wealth Management, Asset Managment, Succession Planning, Practice Management
Education
University of Rochester 1987 — 1991
BS, Mechanical Engineering
Andrey Shvets, MSFE Andrey Shvets, MSFE's Cetera Financial Specialists Experience November 2012 - October 2014
Job Wealth Planning Specialist at Prime Financial Center
Industry Financial Services
Experience
Lincoln Financial Advisors October 2014 - May 2015
Cetera Financial Specialists November 2012 - October 2014
Abel Noser Solutions June 2008 - November 2008
Skills
Series 7, Series 63, Life Insurance, Programming, Microsoft Excel, VBA, C++, Windows
Education
City University of New York-Baruch College 2007 — 2011
Master of Science (MS), Financial Engineering
City University of New York-Baruch College 2003 — 2006
Bachelor of Business Administration (BBA), Finance, General
Lincoln Financial Advisors October 2014 - May 2015
Cetera Financial Specialists November 2012 - October 2014
Abel Noser Solutions June 2008 - November 2008
Skills
Series 7, Series 63, Life Insurance, Programming, Microsoft Excel, VBA, C++, Windows
Education
City University of New York-Baruch College 2007 — 2011
Master of Science (MS), Financial Engineering
City University of New York-Baruch College 2003 — 2006
Bachelor of Business Administration (BBA), Finance, General
Jim Alagna. LUTCF Jim Alagna. LUTCF's Cetera Financial Specialists Experience April 2014 - Present
Job Sr. Internal Planning Specialist at Cetera Financial Specialists
Industry Financial Services
Experience
Cetera Financial Specialists April 2014 - Present
COUNTRY Financial ® March 2012 - March 2014
Genworth Financial Securities June 2009 - December 2011
Genworth Financial June 2000 - June 2009
Prudential Financial January 1991 - January 2000
Skills
Sequoia System Core..., Fusion Training,..., AMTC, Agency Management..., Annuity, Insurance, Long Term Care, Employee Benefits, Term Life Insurance, Public Speaking, Investment Strategies, Fixed Annuities, Long-term Care, Training, Life Insurance, Estate Planning, Retirement, Financial Services, Mutual Funds, Securities, Financial Advisory, Retirement Planning, Long Term Care Insurance, Disability Insurance, Wealth Management, IRAs, Variable Annuities, Series 6, Series 63, 401k
Education
Morton College
A.S, Business Management
Studied at DePaul University
Business
Cetera Financial Specialists April 2014 - Present
COUNTRY Financial ® March 2012 - March 2014
Genworth Financial Securities June 2009 - December 2011
Genworth Financial June 2000 - June 2009
Prudential Financial January 1991 - January 2000
Skills
Sequoia System Core..., Fusion Training,..., AMTC, Agency Management..., Annuity, Insurance, Long Term Care, Employee Benefits, Term Life Insurance, Public Speaking, Investment Strategies, Fixed Annuities, Long-term Care, Training, Life Insurance, Estate Planning, Retirement, Financial Services, Mutual Funds, Securities, Financial Advisory, Retirement Planning, Long Term Care Insurance, Disability Insurance, Wealth Management, IRAs, Variable Annuities, Series 6, Series 63, 401k
Education
Morton College
A.S, Business Management
Studied at DePaul University
Business
Kristina Bosse's Cetera Financial Specialists Experience May 2015 - Present
Job Actively Seeking New Opportunities
Industry Accounting
Experience
Cetera Financial Specialists May 2015 - Present
Advanced Geothermal Plumbing and Heating L.L.C. February 2014 - April 2015
Dovenmuehle Mortgage October 2012 - February 2014
Relational Technology Solutions July 2007 - January 2010
National Data Services August 2004 - July 2007
Skills
Software Documentation, Invoicing, Account Reconciliation, Customer Service, Microsoft Excel, Accounting, Leadership, Project Management, Process Improvement, Organized Multi-tasker, Microsoft Office, Microsoft Word, Cash Receipts, Production Schedules, Variable Data Printing, Account Management, Spreadsheets, Team-oriented, Credit Analysis, Team Problem Solving, Positive Can-do Attitude, Cash Flow, CRM, Finance, Billing Process, Journal Entries, Invoice Processing, Collections, Client Presentation, Pricing, Inventory Management, Skip Tracing, ISIS, Lease Administration, Leasing, Workers' Compensation..., Financial Analysis, General Ledger, Financial Accounting, Leases, SharePoint, Insurance, Access, Training, Management, Payroll, QuickBooks, ICD-9, CPT, Medical Billing
Education
Judson University 2005 — 2011
Bachelor of Arts, Business Management and Leadership
Elgin Community College 2010 — 2010
Cetera Financial Specialists May 2015 - Present
Advanced Geothermal Plumbing and Heating L.L.C. February 2014 - April 2015
Dovenmuehle Mortgage October 2012 - February 2014
Relational Technology Solutions July 2007 - January 2010
National Data Services August 2004 - July 2007
Skills
Software Documentation, Invoicing, Account Reconciliation, Customer Service, Microsoft Excel, Accounting, Leadership, Project Management, Process Improvement, Organized Multi-tasker, Microsoft Office, Microsoft Word, Cash Receipts, Production Schedules, Variable Data Printing, Account Management, Spreadsheets, Team-oriented, Credit Analysis, Team Problem Solving, Positive Can-do Attitude, Cash Flow, CRM, Finance, Billing Process, Journal Entries, Invoice Processing, Collections, Client Presentation, Pricing, Inventory Management, Skip Tracing, ISIS, Lease Administration, Leasing, Workers' Compensation..., Financial Analysis, General Ledger, Financial Accounting, Leases, SharePoint, Insurance, Access, Training, Management, Payroll, QuickBooks, ICD-9, CPT, Medical Billing
Education
Judson University 2005 — 2011
Bachelor of Arts, Business Management and Leadership
Elgin Community College 2010 — 2010
Rudra(Rudy) Persaud Rudra(Rudy) Persaud's Cetera Financial Specialists Experience August 1998 - Present
Job Wealth Mgr Cetera Financial Specialists LLC
Industry Financial Services
Experience
Cetera Financial Specialists August 1998 - Present
The Wilmot Group LLC January 1991 - Present
Skills
Long Term Care Insurance, Series 6, Life Insurance, IRAs, Retirement, Disability Insurance, Roth IRA, College Savings Plans, Strategic Financial..., Investment Strategies, Uniform Combined State..., Investments, Portfolio Management, Wealth, Retirement Planning, Mutual Funds, Series 63, Long-term Care, Variable Annuities, Fixed Annuities, Wealth Management, FINRA, 401k, Series 65, Insurance, Wealth Management..., 401k Rollovers, Financial Services, Employee Benefits, Financial Risk, Asset Allocation, Universal Life, Financial Advisory, Financial Planners, Finance, Investment Advisory, Pensions, Wealth Accumulation, ETFs, Critical Illness, High Net Worth..., Securities, Estate Planning, Certified Financial..., Term Life Insurance, Investment Management, Bonds, Alternative Investments, Whole Life, Personal Finance
Education
Wharton School of Business
Cert, Finance Retirement Strategy Planning
Cetera Financial Specialists August 1998 - Present
The Wilmot Group LLC January 1991 - Present
Skills
Long Term Care Insurance, Series 6, Life Insurance, IRAs, Retirement, Disability Insurance, Roth IRA, College Savings Plans, Strategic Financial..., Investment Strategies, Uniform Combined State..., Investments, Portfolio Management, Wealth, Retirement Planning, Mutual Funds, Series 63, Long-term Care, Variable Annuities, Fixed Annuities, Wealth Management, FINRA, 401k, Series 65, Insurance, Wealth Management..., 401k Rollovers, Financial Services, Employee Benefits, Financial Risk, Asset Allocation, Universal Life, Financial Advisory, Financial Planners, Finance, Investment Advisory, Pensions, Wealth Accumulation, ETFs, Critical Illness, High Net Worth..., Securities, Estate Planning, Certified Financial..., Term Life Insurance, Investment Management, Bonds, Alternative Investments, Whole Life, Personal Finance
Education
Wharton School of Business
Cert, Finance Retirement Strategy Planning
KENNETH SPANN KENNETH SPANN's Cetera Financial Specialists Experience April 2011 - September 2013
Job Financial Advisor at Capital One Investors
Industry Financial Services
Experience
Capital One Investing 2014 - Present
Cetera Financial Specialists April 2011 - September 2013
JPMorgan Chase September 2008 - April 2011
Skills
Retirement, Fixed Annuities, Banking, Insurance, Asset Allocation, Financial Analysis, Life Insurance, Risk Management, Mutual Funds
Education
Boise State University
Finance, General
Capital One Investing 2014 - Present
Cetera Financial Specialists April 2011 - September 2013
JPMorgan Chase September 2008 - April 2011
Skills
Retirement, Fixed Annuities, Banking, Insurance, Asset Allocation, Financial Analysis, Life Insurance, Risk Management, Mutual Funds
Education
Boise State University
Finance, General
Rick Fishkin Rick Fishkin's Cetera Financial Specialists Experience June 2005 - March 2012
Job Financial Advisor at United Fidelity Capital Planning
Industry Financial Services
Experience
United Fidelity Capital Planning March 2012 - Present
Greenway Mortgage Funding Corp December 2014 - Present
United Fidelity Mortgage, LLC June 2006 - December 2014
Baja Construction 1990 - December 2014
Cetera Financial Specialists June 2005 - March 2012
CJM Financial Corp. June 2002 - May 2005
Sirianni Mortgage Corp. June 1989 - May 2002
Skills
Mortgage Lending, Investments, Fixed Annuities, Portfolio Management, Retirement Planning, Insurance, Real Estate, Finance, Long-term Care, Financial Services, Life Insurance, Refinance, Investment Properties, Securities, Retirement, Strategic Financial..., Disability Insurance, Small Business, Financial Planners, Annuities, Mortgage
Education
State University of New York College at Plattsburgh 1977 — 1980
B.S, Business/ Finance
Ramapo Sr. High School 1972 — 1976
United Fidelity Capital Planning March 2012 - Present
Greenway Mortgage Funding Corp December 2014 - Present
United Fidelity Mortgage, LLC June 2006 - December 2014
Baja Construction 1990 - December 2014
Cetera Financial Specialists June 2005 - March 2012
CJM Financial Corp. June 2002 - May 2005
Sirianni Mortgage Corp. June 1989 - May 2002
Skills
Mortgage Lending, Investments, Fixed Annuities, Portfolio Management, Retirement Planning, Insurance, Real Estate, Finance, Long-term Care, Financial Services, Life Insurance, Refinance, Investment Properties, Securities, Retirement, Strategic Financial..., Disability Insurance, Small Business, Financial Planners, Annuities, Mortgage
Education
State University of New York College at Plattsburgh 1977 — 1980
B.S, Business/ Finance
Ramapo Sr. High School 1972 — 1976
Ted Stricker, AIF® Ted Stricker, AIF®'s Cetera Financial Specialists Experience April 2002 - Present
Job FINANCIAL ADVISOR at Bernath & Rosenberg
Industry Financial Services
Experience
Bernath & Rosenberg July 2015 - Present
Cetera Financial Specialists April 2002 - Present
Skills
Retirement Planning, Wealth Management, Asset Allocation, Succession Planning, Financial Planning, Investments, Insurance, Estate Planning, Asset Management, Cash Management, Business Management, Investment Advisory, Business Planning, Long-term Care, Public Speaking, Practice Management
Education
State University of New York at Albany
B.S., Economics & Business Administration
Bernath & Rosenberg July 2015 - Present
Cetera Financial Specialists April 2002 - Present
Skills
Retirement Planning, Wealth Management, Asset Allocation, Succession Planning, Financial Planning, Investments, Insurance, Estate Planning, Asset Management, Cash Management, Business Management, Investment Advisory, Business Planning, Long-term Care, Public Speaking, Practice Management
Education
State University of New York at Albany
B.S., Economics & Business Administration
Lizzie Olague Lizzie Olague's Cetera Financial Specialists Experience February 2014 - Present
Job Operations Specialists
Industry Financial Services
Experience
Cetera Financial Specialists February 2014 - Present
Columbia college chicago September 2011 - May 2012
Columbia College Chicago 2009 - 2012
Skills
Character Animation, Maya, After Effects, Storyboarding, Animation, Traditional Animation, Texturing, Illustrator, Computer Animation, Film
Education
Columbia College Chicago 2007 — 2012
Harper College
Cetera Financial Specialists February 2014 - Present
Columbia college chicago September 2011 - May 2012
Columbia College Chicago 2009 - 2012
Skills
Character Animation, Maya, After Effects, Storyboarding, Animation, Traditional Animation, Texturing, Illustrator, Computer Animation, Film
Education
Columbia College Chicago 2007 — 2012
Harper College
Edward Witherspoon Edward Witherspoon's Cetera Financial Specialists Experience January 2004 - Present
Job Managing Director at Holistic Wealth Advisors
Industry Financial Services
Experience
Holistic Private Wealth May 2010 - Present
Holistic Wealth Advisors May 2010 - Present
Cetera Investment Advisers September 2002 - Present
Cetera Financial Specialists January 2004 - Present
GE Financial December 1997 - January 2004
Life of Virginia March 1994 - December 1997
Skills
Investments, Estate Planning, Securities, Asset Allocation, Financial Planners, Wealth, Insurance, Financial Advisory, Employee Benefits, Retirement Planning, Tax, Wealth Accumulation, Series 7, Wealth Management, Mutual Funds, Succession Planning, Exit Strategies, Business Planning, Social Security Planning, Retirement Income..., Retirement, Financial Services, Finance, Investment Advisory, Financial Planning
Education
Towson University 1991 — 1994
BS, Marketing and Sports Management
Holistic Private Wealth May 2010 - Present
Holistic Wealth Advisors May 2010 - Present
Cetera Investment Advisers September 2002 - Present
Cetera Financial Specialists January 2004 - Present
GE Financial December 1997 - January 2004
Life of Virginia March 1994 - December 1997
Skills
Investments, Estate Planning, Securities, Asset Allocation, Financial Planners, Wealth, Insurance, Financial Advisory, Employee Benefits, Retirement Planning, Tax, Wealth Accumulation, Series 7, Wealth Management, Mutual Funds, Succession Planning, Exit Strategies, Business Planning, Social Security Planning, Retirement Income..., Retirement, Financial Services, Finance, Investment Advisory, Financial Planning
Education
Towson University 1991 — 1994
BS, Marketing and Sports Management
Christian O'Neill Christian O'Neill's Cetera Financial Specialists Experience July 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Cetera Financial Specialists July 2010 - Present
EON Wealth Management March 2008 - August 2015
Anthony V. Ricci, CPA Inc. January 2015 - April 2015
Ed O'Neill Ltd. March 2008 - October 2014
Education
State University of New York College at Old Westbury 2008 — 2010
Master of Science (MS), Accounting
Ithaca College 2003 — 2007
Bachelor of Science (B.S.), Clinical Health Studies
Cetera Financial Specialists July 2010 - Present
EON Wealth Management March 2008 - August 2015
Anthony V. Ricci, CPA Inc. January 2015 - April 2015
Ed O'Neill Ltd. March 2008 - October 2014
Education
State University of New York College at Old Westbury 2008 — 2010
Master of Science (MS), Accounting
Ithaca College 2003 — 2007
Bachelor of Science (B.S.), Clinical Health Studies
Hannah Spiro's Cetera Financial Specialists Experience June 2014 - August 2014
Job UX Design Intern at F#
Industry Information Technology and Services
Experience
F# August 2015 - Present
Run with Kenyans February 2015 - May 2015
Brandeis University Memory and Cognition Lab September 2013 - May 2015
Cetera Financial Specialists June 2014 - August 2014
Psychology Department at Brandeis University September 2013 - December 2013
Brandeis University Office of Alumni Relations June 2013 - June 2013
Urban Outfitters June 2012 - August 2012
Studio in a School August 2010 - August 2011
Skills
Nonprofits, Research, Java, Python, HTML, CSS, Microsoft Office, Illustrator, Photoshop, SPSS, Human Computer..., Public Speaking, Event Planning, Fundraising, Facebook, Wordpress
Education
Brandeis University 2011 — 2015
Bachelor of Arts (B.A.), Computer Science and Psychology
The University of Edinburgh 2014 — 2014
The Bronx High School of Science 2007 — 2011
F# August 2015 - Present
Run with Kenyans February 2015 - May 2015
Brandeis University Memory and Cognition Lab September 2013 - May 2015
Cetera Financial Specialists June 2014 - August 2014
Psychology Department at Brandeis University September 2013 - December 2013
Brandeis University Office of Alumni Relations June 2013 - June 2013
Urban Outfitters June 2012 - August 2012
Studio in a School August 2010 - August 2011
Skills
Nonprofits, Research, Java, Python, HTML, CSS, Microsoft Office, Illustrator, Photoshop, SPSS, Human Computer..., Public Speaking, Event Planning, Fundraising, Facebook, Wordpress
Education
Brandeis University 2011 — 2015
Bachelor of Arts (B.A.), Computer Science and Psychology
The University of Edinburgh 2014 — 2014
The Bronx High School of Science 2007 — 2011
David Vincent Settanni David Vincent Settanni's Cetera Financial Specialists Experience July 2013 - Present
Job Private Wealth Manager at Settanni Financial
Industry Financial Services
Experience
Cetera Financial Specialists July 2013 - Present
Don Settanni, CPA November 2011 - Present
Bureau of Labor Statistics October 2009 - October 2011
Wells Fargo Financial February 2009 - July 2009
Northwestern Mutual 2008 - 2008
Skills
Finance, Investments, Marketing, Financial Analysis, Sales, Customer Service, Strategic Planning, Financial Modeling, Budgets, Negotiation, Analysis, Sales Management, Sales Process, Microsoft Excel, Microsoft Office, Retail, Recruiting, Mergers & Acquisitions, Pricing, Networking, Research, Forecasting, PowerPoint, Market Research, Data Analysis, Microsoft Word
Education
State University of New York College at Purchase 2007 — 2009
Bachelor, Economics
University of Miami 2004 — 2007
Iona Prep 2000 — 2004
Iona Prep
Cetera Financial Specialists July 2013 - Present
Don Settanni, CPA November 2011 - Present
Bureau of Labor Statistics October 2009 - October 2011
Wells Fargo Financial February 2009 - July 2009
Northwestern Mutual 2008 - 2008
Skills
Finance, Investments, Marketing, Financial Analysis, Sales, Customer Service, Strategic Planning, Financial Modeling, Budgets, Negotiation, Analysis, Sales Management, Sales Process, Microsoft Excel, Microsoft Office, Retail, Recruiting, Mergers & Acquisitions, Pricing, Networking, Research, Forecasting, PowerPoint, Market Research, Data Analysis, Microsoft Word
Education
State University of New York College at Purchase 2007 — 2009
Bachelor, Economics
University of Miami 2004 — 2007
Iona Prep 2000 — 2004
Iona Prep
Frank Burkhead Frank Burkhead's Cetera Financial Specialists Experience December 1999 - Present
Job Wealth Management/ Investment Adviser Rep
Industry Investment Management
Experience
Cetera Financial Specialists December 1999 - Present
Self-employed November 1997 - Present
Skills
Financial Services, Securities, Investments, Finance, Mutual Funds
Education
Lincoln university, Jefferson City, MO 1992 — 1994
Bachelor of Science - Accounting, Accounting and Economics
University of Missouri-Columbia 1990 — 1992
Cetera Financial Specialists December 1999 - Present
Self-employed November 1997 - Present
Skills
Financial Services, Securities, Investments, Finance, Mutual Funds
Education
Lincoln university, Jefferson City, MO 1992 — 1994
Bachelor of Science - Accounting, Accounting and Economics
University of Missouri-Columbia 1990 — 1992
Bob Blough, Jr. CFP® Bob Blough, Jr. CFP®'s Cetera Financial Specialists Experience April 2011 - Present
Job Investment Advisor Representative and Registered Representative
Industry Financial Services
Experience
Cetera Financial Specialists April 2011 - Present
Liebert Corporation March 2006 - December 2010
Ingersoll Rand January 1995 - February 2006
Education
University of Minnesota - Carlson School of Management 1996 — 1998
MBA, Marketing & Finance
Penn State University 1990 — 1994
BS, Mechanical Engineering
Chartiers-Houston High School
Cetera Financial Specialists April 2011 - Present
Liebert Corporation March 2006 - December 2010
Ingersoll Rand January 1995 - February 2006
Education
University of Minnesota - Carlson School of Management 1996 — 1998
MBA, Marketing & Finance
Penn State University 1990 — 1994
BS, Mechanical Engineering
Chartiers-Houston High School
Matthew Terry, CFP® Matthew Terry, CFP®'s Cetera Financial Specialists Experience July 2009 - March 2014
Job VP, Insurance Investment Consultant
Industry Investment Management
Experience
BNY Mellon July 2015 - Present
NFP Advisor Services March 2014 - July 2015
Cetera Financial Specialists July 2009 - March 2014
Genworth Financial 2009 - 2011
Genworth Financial February 2006 - June 2009
UBS Financial Services August 2003 - February 2006
Skills
CERTIFIED FINANCIAL..., Series 24, Series 7, Series 66, Life & Health Insurance..., Investments, Leadership, Mutual Funds, Practice Management, Retirement, Retirement Planning, Securities, Strategic Financial..., Trading, Bonds
Education
Binghamton University 1999 — 2003
Bachelors of Science, Economics with a Specialization in Finance
BNY Mellon July 2015 - Present
NFP Advisor Services March 2014 - July 2015
Cetera Financial Specialists July 2009 - March 2014
Genworth Financial 2009 - 2011
Genworth Financial February 2006 - June 2009
UBS Financial Services August 2003 - February 2006
Skills
CERTIFIED FINANCIAL..., Series 24, Series 7, Series 66, Life & Health Insurance..., Investments, Leadership, Mutual Funds, Practice Management, Retirement, Retirement Planning, Securities, Strategic Financial..., Trading, Bonds
Education
Binghamton University 1999 — 2003
Bachelors of Science, Economics with a Specialization in Finance
Michael. Chudnoff Michael. Chudnoff's Cetera Financial Specialists Experience October 2002 - Present
Job Director of Business Development at Cetera Financial Specialists
Industry Financial Services
Experience
Cetera Financial Specialists October 2002 - Present
Cetera Financial Specialists 2002 - Present
Charter One Securities January 2000 - March 2002
Investment Network 1992 - 2000
Skills
Investments, Financial Services, Series 7, Wealth Management, Mutual Funds, Series 63, Insurance, Retirement Planning, Financial Planning
Education
University of Wisconsin-Madison 1973 — 1977
Bachelor of Science (BS), Elementary Education and Teaching
Keller Graduate School of Management of DeVry University
MBA
Cetera Financial Specialists October 2002 - Present
Cetera Financial Specialists 2002 - Present
Charter One Securities January 2000 - March 2002
Investment Network 1992 - 2000
Skills
Investments, Financial Services, Series 7, Wealth Management, Mutual Funds, Series 63, Insurance, Retirement Planning, Financial Planning
Education
University of Wisconsin-Madison 1973 — 1977
Bachelor of Science (BS), Elementary Education and Teaching
Keller Graduate School of Management of DeVry University
MBA
Anthony Tumea Anthony Tumea's Cetera Financial Specialists Experience November 2012 - Present
Job Financial Advisor at Cetera Financial Specialists
Industry Financial Services
Experience
Cetera Financial Specialists November 2012 - Present
Genworth Financial Advisers Corp. May 2010 - October 2012
Genworth Financial Securities Corp May 2000 - October 2012
Skills
IRA Rollovers, Financial Advisory, Long Term Care, Disability Insurance, Simple IRA, SEP, Fixed Annuities, IRAs, 401k, Retirement Planning, Long-term Care, Retirement, Long Term Care Insurance, Financial Planners, Variable Annuities, Estate Planning, Asset Allocation, Investments, Term Life Insurance, Mutual Funds, Insurance
Education
Drake University 1969 — 1973
Business, Accounting
Cetera Financial Specialists November 2012 - Present
Genworth Financial Advisers Corp. May 2010 - October 2012
Genworth Financial Securities Corp May 2000 - October 2012
Skills
IRA Rollovers, Financial Advisory, Long Term Care, Disability Insurance, Simple IRA, SEP, Fixed Annuities, IRAs, 401k, Retirement Planning, Long-term Care, Retirement, Long Term Care Insurance, Financial Planners, Variable Annuities, Estate Planning, Asset Allocation, Investments, Term Life Insurance, Mutual Funds, Insurance
Education
Drake University 1969 — 1973
Business, Accounting
Becky Coleman Becky Coleman's Cetera Financial Specialists Experience July 2001 - Present
Job Partner at Coleman & Associates
Industry Accounting
Experience
Coleman & Associates CPA's, Ltd. July 2001 - Present
Cetera Financial Specialists July 2001 - Present
Deloitte & Touche LLP 1990 - 2001
Skills
CPA, Accounting, Tax, Financial Reporting, Financial Analysis, Real Estate, Small Business, Business Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2006
Masters, Taxation
University of Illinois at Urbana-Champaign - College of Business 1986 — 2000
Bachelor's degree, Accounting
Coleman & Associates CPA's, Ltd. July 2001 - Present
Cetera Financial Specialists July 2001 - Present
Deloitte & Touche LLP 1990 - 2001
Skills
CPA, Accounting, Tax, Financial Reporting, Financial Analysis, Real Estate, Small Business, Business Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2006
Masters, Taxation
University of Illinois at Urbana-Champaign - College of Business 1986 — 2000
Bachelor's degree, Accounting
Joanne Curry Joanne Curry's Cetera Financial Specialists Experience 2011 - Present
Job EA Wealth Manager, Financial Adviser & Tax Specialist at Jonlyn & Associates, Inc
Industry Financial Services
Experience
Jonlyn & Associates, Inc 2007 - Present
Cetera Financial Specialists 2011 - Present
Cetera Financial Specialists 2011 - Present
Michael N Mahoney CPA 1998 - 2007
Old Kent Bank 1986 - 1989
Zenith Electronics, Rauland Division 1981 - 1985
Skills
Tax Preparation, Tax, Retirement Planning, Tax Planning, Individual Taxes, Trust Taxation, Estate Taxation, IRS Problem Resolution, Clergy/Pastor Tax..., Small Business Taxation, Multi-State Taxation, Small Business, Financial Planners, Accounting, Property Tax, Tax Returns, Multi-State Sales Tax, IRS, Bookkeeping, Insurance, Financial Planning
Education
Michigan State University 1978 — 1980
BA, Personnel Management
College of DuPage 1975 — 1977
AA, Business Management
Jonlyn & Associates, Inc 2007 - Present
Cetera Financial Specialists 2011 - Present
Cetera Financial Specialists 2011 - Present
Michael N Mahoney CPA 1998 - 2007
Old Kent Bank 1986 - 1989
Zenith Electronics, Rauland Division 1981 - 1985
Skills
Tax Preparation, Tax, Retirement Planning, Tax Planning, Individual Taxes, Trust Taxation, Estate Taxation, IRS Problem Resolution, Clergy/Pastor Tax..., Small Business Taxation, Multi-State Taxation, Small Business, Financial Planners, Accounting, Property Tax, Tax Returns, Multi-State Sales Tax, IRS, Bookkeeping, Insurance, Financial Planning
Education
Michigan State University 1978 — 1980
BA, Personnel Management
College of DuPage 1975 — 1977
AA, Business Management
Tony Papuckoski, CFP®'s Cetera Financial Specialists Experience May 2009 - February 2013
Job Regional Vice President Mutual Fund Sales
Industry Financial Services
Experience
Keeley Asset Management September 2014 - Present
Keeley Funds February 2013 - September 2014
Cetera Financial Specialists May 2009 - February 2013
Genworth Financial February 2008 - February 2013
Fifth Third Securities September 2006 - December 2007
JPMorgan Chase & Co. June 2004 - September 2006
Sun Leasing LLC June 2003 - December 2005
Skills
Sales Presentations, Data Analysis, Investment Strategies, Retirement Income..., Financial Analysis, New Business Development, Business Planning, Client Relationship..., CRM software, Client Segmentation, Marketing Communications, Goal Oriented, Process Improvement
Education
DePaul University 2011 — 2012
Indiana University - Kelley School of Business 1999 — 2003
BS, Business
Crown Point High School 1994 — 1999
High School/Secondary Diplomas and Certificates
Sts Peter & Paul Sunday School
Keeley Asset Management September 2014 - Present
Keeley Funds February 2013 - September 2014
Cetera Financial Specialists May 2009 - February 2013
Genworth Financial February 2008 - February 2013
Fifth Third Securities September 2006 - December 2007
JPMorgan Chase & Co. June 2004 - September 2006
Sun Leasing LLC June 2003 - December 2005
Skills
Sales Presentations, Data Analysis, Investment Strategies, Retirement Income..., Financial Analysis, New Business Development, Business Planning, Client Relationship..., CRM software, Client Segmentation, Marketing Communications, Goal Oriented, Process Improvement
Education
DePaul University 2011 — 2012
Indiana University - Kelley School of Business 1999 — 2003
BS, Business
Crown Point High School 1994 — 1999
High School/Secondary Diplomas and Certificates
Sts Peter & Paul Sunday School
Jeff Mitchel Jeff Mitchel's Cetera Financial Specialists Experience June 2013 - Present
Job Financial Advisor, Tax Specialist
Industry Financial Services
Experience
Cetera Financial Specialists June 2013 - Present
Mitchel, Smith & Associates October 1998 - Present
Altus Economics, Inc. 2005 - Present
Transamerica Financial Advisors, Inc. TFG Division January 2012 - June 2013
Investment Advisors International, Inc. December 2007 - January 2012
Internal Revenue Service July 1978 - December 1998
Skills
Portfolio Management, Wealth, 401k, Retirement Planning, Investments, IRAs, Small Business, Finance, Tax, Valuation
Education
University of California, Los Angeles 1973 — 1977
BA, Political Science
California State University-Long Beach 1978 — 1981
Cetera Financial Specialists June 2013 - Present
Mitchel, Smith & Associates October 1998 - Present
Altus Economics, Inc. 2005 - Present
Transamerica Financial Advisors, Inc. TFG Division January 2012 - June 2013
Investment Advisors International, Inc. December 2007 - January 2012
Internal Revenue Service July 1978 - December 1998
Skills
Portfolio Management, Wealth, 401k, Retirement Planning, Investments, IRAs, Small Business, Finance, Tax, Valuation
Education
University of California, Los Angeles 1973 — 1977
BA, Political Science
California State University-Long Beach 1978 — 1981
Matt VanOrder's Cetera Financial Specialists Experience February 2014 - Present
Job DeLong & Brower PC
Industry Financial Services
Experience
DeLong & Brower PC February 2014 - Present
Cetera Financial Specialists February 2014 - Present
EveningStar Capital October 2012 - December 2014
HBW Securities, LLC January 2013 - February 2014
HBW Insurance & Financial Services October 2010 - February 2014
HBW Advisory Services, LLC October 2010 - February 2014
Pathway Financial Design July 2010 - February 2014
Pro Players Services May 2013 - January 2014
Holland Global Trading July 2011 - September 2012
Edward Jones April 2010 - July 2011
Skills
Investments, Strategic Financial..., Wealth Management, Investment Advisory, Mutual Funds, Financial Analysis, Personal Financial..., Alternative Investments, Sales Management, Finance, Series 7, Estate Planning, Budgets, Wealth Accumulation..., Tactical Asset..., Series 6, Series 63, Retirement Planning, Wealth Preservation..., Sales Presentations, Salesforce.com, CRPC, Licensed Life & Health..., Debt Elimination, Fixed Annuities, Financial Planning, Budget
Education
Indiana Wesleyan University 1991 — 1996
BS, Business Administration
DeLong & Brower PC February 2014 - Present
Cetera Financial Specialists February 2014 - Present
EveningStar Capital October 2012 - December 2014
HBW Securities, LLC January 2013 - February 2014
HBW Insurance & Financial Services October 2010 - February 2014
HBW Advisory Services, LLC October 2010 - February 2014
Pathway Financial Design July 2010 - February 2014
Pro Players Services May 2013 - January 2014
Holland Global Trading July 2011 - September 2012
Edward Jones April 2010 - July 2011
Skills
Investments, Strategic Financial..., Wealth Management, Investment Advisory, Mutual Funds, Financial Analysis, Personal Financial..., Alternative Investments, Sales Management, Finance, Series 7, Estate Planning, Budgets, Wealth Accumulation..., Tactical Asset..., Series 6, Series 63, Retirement Planning, Wealth Preservation..., Sales Presentations, Salesforce.com, CRPC, Licensed Life & Health..., Debt Elimination, Fixed Annuities, Financial Planning, Budget
Education
Indiana Wesleyan University 1991 — 1996
BS, Business Administration
Brian Scheuble Brian Scheuble's Cetera Financial Specialists Experience January 2015 - Present
Job Financial Advisor at PBC Financial Solutions
Industry Financial Services
Experience
PBC Financial Solutions January 2014 - Present
Cetera Financial Specialists January 2015 - Present
Education
William Paterson University of New Jersey 2002 — 2005
Bachelor of Business Administration (B.B.A.)
Northwood University-Florida 1999 — 2001
Associate of Science (AS)
PBC Financial Solutions January 2014 - Present
Cetera Financial Specialists January 2015 - Present
Education
William Paterson University of New Jersey 2002 — 2005
Bachelor of Business Administration (B.B.A.)
Northwood University-Florida 1999 — 2001
Associate of Science (AS)
Amleset Desta, MBA Amleset Desta, MBA's Cetera Financial Specialists Experience March 2010 - Present
Job President and Financial Advisor at Desta Financial Advisors, Inc.
Industry Financial Services
Experience
Desta Financial Advisors, Inc. January 2015 - Present
Cetera Financial Specialists March 2010 - Present
Woodbury Financial Services October 2007 - March 2010
World Distribution Nepal September 2001 - March 2004
Skills
Retirement Planning, Estate Planning, Wealth Accumulation, Educational Consulting, Business Continuity..., Investments, Financial Analysis, Portfolio Management, Valuation, Strategic Planning, Asset Managment, Corporate Finance, Insurance, Business Strategy, Finance, Analysis, Strategic Financial..., Entrepreneurship, Management, Financial Services, Asset Management, Risk Management, Organizational..., Financial Modeling, Private Equity, Business Planning, Trading, Investment Banking, Marketing, Financial Planning
Education
Nanyang Technological University 2006 — 2006
Exchange student, International Business
Asian Institute of Technology 2004 — 2006
MBA, International Business, Finance
Desta Financial Advisors, Inc. January 2015 - Present
Cetera Financial Specialists March 2010 - Present
Woodbury Financial Services October 2007 - March 2010
World Distribution Nepal September 2001 - March 2004
Skills
Retirement Planning, Estate Planning, Wealth Accumulation, Educational Consulting, Business Continuity..., Investments, Financial Analysis, Portfolio Management, Valuation, Strategic Planning, Asset Managment, Corporate Finance, Insurance, Business Strategy, Finance, Analysis, Strategic Financial..., Entrepreneurship, Management, Financial Services, Asset Management, Risk Management, Organizational..., Financial Modeling, Private Equity, Business Planning, Trading, Investment Banking, Marketing, Financial Planning
Education
Nanyang Technological University 2006 — 2006
Exchange student, International Business
Asian Institute of Technology 2004 — 2006
MBA, International Business, Finance
Jon Rothenberg Jon Rothenberg's Cetera Financial Specialists Experience April 2012 - Present
Job Director, Operations at Cetera Financial Specialists
Industry Financial Services
Experience
Cetera Financial Specialists April 2012 - Present
Genworth Financial Investment Services June 2008 - December 2012
Genworth Financial Investment Services April 2005 - June 2008
GE Capital May 2003 - April 2005
GE Capital June 2001 - April 2003
GE Capital December 1999 - June 2001
Citicorp Investment Services December 1998 - December 1999
Merrill Lynch March 1995 - December 1998
McBee Systems September 1992 - March 1995
Skills
Series 7, Mutual Funds
Education
University of Bridgeport 1999 — 2001
MBA, Business Administration
University of Maine 1989 — 1992
Bachelors, Business Administration
Cetera Financial Specialists April 2012 - Present
Genworth Financial Investment Services June 2008 - December 2012
Genworth Financial Investment Services April 2005 - June 2008
GE Capital May 2003 - April 2005
GE Capital June 2001 - April 2003
GE Capital December 1999 - June 2001
Citicorp Investment Services December 1998 - December 1999
Merrill Lynch March 1995 - December 1998
McBee Systems September 1992 - March 1995
Skills
Series 7, Mutual Funds
Education
University of Bridgeport 1999 — 2001
MBA, Business Administration
University of Maine 1989 — 1992
Bachelors, Business Administration
Vita Redisi Vita Redisi's Cetera Financial Specialists Experience January 2004 - May 2015
Job Investment Advisor at HDVest Financial Services
Industry Financial Services
Experience
HDVest Financial Services July 2015 - Present
Riverside Financial Services, Inc. January 1984 - Present
Cetera Financial Specialists January 2004 - May 2015
Genworth Financial Securites Corp May 2004 - November 2012
Hochman & Baker, Inc. January 2000 - May 2004
Rock Valley College January 1986 - April 1989
Skills
Retirement Planning, Insurance, Securities, Long Term Care, Estate Planning, Financial Planning, Retirement Income..., Annuities, Retirement, Term Life Insurance, Series 7, Series 6, Wealth Management, Insurance Planning, Mutual Funds, Fixed Annuities, Strategic Financial..., Financial Planners, 401k, Financial Services, Investments, Series 63, Life Insurance, Investment Advisory, Disability Insurance
Education
DePaul University 1963 — 1966
BSBE, Business Education/minor in marketing, management, & English, and studied financial planning.
HDVest Financial Services July 2015 - Present
Riverside Financial Services, Inc. January 1984 - Present
Cetera Financial Specialists January 2004 - May 2015
Genworth Financial Securites Corp May 2004 - November 2012
Hochman & Baker, Inc. January 2000 - May 2004
Rock Valley College January 1986 - April 1989
Skills
Retirement Planning, Insurance, Securities, Long Term Care, Estate Planning, Financial Planning, Retirement Income..., Annuities, Retirement, Term Life Insurance, Series 7, Series 6, Wealth Management, Insurance Planning, Mutual Funds, Fixed Annuities, Strategic Financial..., Financial Planners, 401k, Financial Services, Investments, Series 63, Life Insurance, Investment Advisory, Disability Insurance
Education
DePaul University 1963 — 1966
BSBE, Business Education/minor in marketing, management, & English, and studied financial planning.
Elayne Banks Elayne Banks's Cetera Financial Specialists Experience June 2009 - Present
Job Manager Adviser Services at Cetera Financial Specialists
Industry Financial Services
Experience
Cetera Financial Specialists June 2009 - Present
Genworth Financial Investment Services 2008 - Present
European Credit Mangement, Inc 2006 - 2008
Ameriprise Financial 1998 - 2006
Skills
Insurance, Asset Allocation
Education
Bradley University 1994 — 1998
BA, Business Administration & Management
Cetera Financial Specialists June 2009 - Present
Genworth Financial Investment Services 2008 - Present
European Credit Mangement, Inc 2006 - 2008
Ameriprise Financial 1998 - 2006
Skills
Insurance, Asset Allocation
Education
Bradley University 1994 — 1998
BA, Business Administration & Management
Margo Anderson Margo Anderson's Cetera Financial Specialists Experience September 2012 - August 2014
Job Sr. Control Liaison at The Options Clearing Corporation
Industry Financial Services
Experience
The Options Clearing Corporation August 2014 - Present
Cetera Financial Specialists September 2012 - August 2014
NORTHERN TRUST SECURITIES, INC November 2006 - July 2012
GOLDENBERG, HEHMEYER & ASSOCIATES October 2004 - August 2006
Volunteer Opportunities 1994 - 2004
MERRILL LYNCH FUTURES, INC October 1992 - May 1995
HARRIS FUTURES CORPORATION May 1991 - October 1992
LIT AMERICA, INC June 1988 - October 1991
ROBBINS FUTURES, INC June 1986 - June 1988
National Futures Association January 1984 - June 1986
Skills
FINRA Series 7,24,53..., Audit training with the..., Financial Services, Alternative Investments, Mutual Funds, FINRA, Hedge Funds, Investments, Securities, Financial Analysis, Auditing
Education
University of Illinois at Urbana-Champaign 1978 — 1982
Bachelor of Arts (B.A.), Banking, Corporate, Finance, and Securities Law
University of Illinois
Bachelor of Arts, Finance
Hinsdale Central High School
Walker Grade School, Clarendon Hills, IL
The Options Clearing Corporation August 2014 - Present
Cetera Financial Specialists September 2012 - August 2014
NORTHERN TRUST SECURITIES, INC November 2006 - July 2012
GOLDENBERG, HEHMEYER & ASSOCIATES October 2004 - August 2006
Volunteer Opportunities 1994 - 2004
MERRILL LYNCH FUTURES, INC October 1992 - May 1995
HARRIS FUTURES CORPORATION May 1991 - October 1992
LIT AMERICA, INC June 1988 - October 1991
ROBBINS FUTURES, INC June 1986 - June 1988
National Futures Association January 1984 - June 1986
Skills
FINRA Series 7,24,53..., Audit training with the..., Financial Services, Alternative Investments, Mutual Funds, FINRA, Hedge Funds, Investments, Securities, Financial Analysis, Auditing
Education
University of Illinois at Urbana-Champaign 1978 — 1982
Bachelor of Arts (B.A.), Banking, Corporate, Finance, and Securities Law
University of Illinois
Bachelor of Arts, Finance
Hinsdale Central High School
Walker Grade School, Clarendon Hills, IL
Charles Santana CPA Charles Santana CPA's Cetera Financial Specialists Experience June 1999 - Present
Job
Industry Financial Services
Experience
Cetera Financial Specialists June 1999 - Present
S & B Land Holdings, LLC 2000 - 2015
Skills
Small Business, Financial Reporting, CPA, Tax, Sales, Auditing, Financial Accounting, QuickBooks, Internal Controls, General Ledger, Management, Financial Analysis, Budgets, Investment Advisor..., Certified Public...
Education
University of South Florida 1970 — 1972
Bachelor's of Art in Business-Accounting, Accounting
Cetera Financial Specialists June 1999 - Present
S & B Land Holdings, LLC 2000 - 2015
Skills
Small Business, Financial Reporting, CPA, Tax, Sales, Auditing, Financial Accounting, QuickBooks, Internal Controls, General Ledger, Management, Financial Analysis, Budgets, Investment Advisor..., Certified Public...
Education
University of South Florida 1970 — 1972
Bachelor's of Art in Business-Accounting, Accounting
Christopher Warhol Christopher Warhol's Cetera Financial Specialists Experience 2012 - Present
Job Owner at Christopher P. Warhol, LLC
Industry Financial Services
Experience
Christopher P. Warhol, LLC February 2008 - Present
Arthur Vanni CPA LLC September 2007 - Present
Cetera Financial Specialists 2012 - Present
Muriel Siebert & Co., Inc. Member NYSE, FINRA & SIPC 2007 - 2015
Accume Partners June 2004 - September 2007
Berkshire Financial Group, Inc. February 2004 - June 2004
Jefferson Wells July 2000 - October 2002
Gruntal & Co. June 1998 - July 2000
Garban Securities October 1997 - June 1998
United Federation Of Teachers Welfare Fund January 1995 - October 1997
Skills
Management, Leadership, Research, Training, Sales, SOX 404, Internal Controls, Internal Audit, IT Audit, COSO Framework, SSAE 16, Policy Writing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Flowcharting, Internal Control, Quality Assurance, Risk Management, Risk Assessment
Education
St. John's University
Bachelor’s Degree, Accounting and Finance
Christopher P. Warhol, LLC February 2008 - Present
Arthur Vanni CPA LLC September 2007 - Present
Cetera Financial Specialists 2012 - Present
Muriel Siebert & Co., Inc. Member NYSE, FINRA & SIPC 2007 - 2015
Accume Partners June 2004 - September 2007
Berkshire Financial Group, Inc. February 2004 - June 2004
Jefferson Wells July 2000 - October 2002
Gruntal & Co. June 1998 - July 2000
Garban Securities October 1997 - June 1998
United Federation Of Teachers Welfare Fund January 1995 - October 1997
Skills
Management, Leadership, Research, Training, Sales, SOX 404, Internal Controls, Internal Audit, IT Audit, COSO Framework, SSAE 16, Policy Writing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Flowcharting, Internal Control, Quality Assurance, Risk Management, Risk Assessment
Education
St. John's University
Bachelor’s Degree, Accounting and Finance
Charisma Alfaro's Cetera Financial Specialists Experience October 2003 - Present
Job Commission Analyst at Cetera Financial Specialists
Industry Financial Services
Experience
Cetera Financial Specialists October 2003 - Present
World Financial Group, Calgary (WFG) 2002 - 2008
CVS Caremark Corporation January 2001 - January 2003
Van Ru Credit Corp January 2000 - January 2001
St Francis Hospital February 1999 - July 2000
Care Plus Management 1994 - 1996
Skills
Customer Service, Accounting, Microsoft Office, Accounts Receivable, Microsoft Excel, Finance, Financial Reporting, Team Building, Medical Coding, Collections, Spreadsheets, System Administration, Accounts Payable, Oracle, Oracle SQL, Microsoft Windows 98, SAMETIME, Alchemy, Excel, Organizing, FILENET, Administration, CATS, CAESAR, HBO SYSTEM, General Ledger, CNA, AS400, Oracle Portal, FDS, Cpr Certified, Medical Billing, 10 Key, Telemarketing, Direct Sales, PBX, Sales Recruitment, Travel Planning, Payroll Processing, Sales Force Development, Jabber
Education
JCM INSTITUTE 2011 — 2011
CERTIFIED NURSING ASSISTANT, CNA
Medical Career Institute 1997 — 1998
Medical Insurance Coding Specialist/Coder
MEDICAL CAREER INSTITUTE 1996 — 1997
CERTIFICATION, MEDICAL CODING
College of DuPage
Cetera Financial Specialists October 2003 - Present
World Financial Group, Calgary (WFG) 2002 - 2008
CVS Caremark Corporation January 2001 - January 2003
Van Ru Credit Corp January 2000 - January 2001
St Francis Hospital February 1999 - July 2000
Care Plus Management 1994 - 1996
Skills
Customer Service, Accounting, Microsoft Office, Accounts Receivable, Microsoft Excel, Finance, Financial Reporting, Team Building, Medical Coding, Collections, Spreadsheets, System Administration, Accounts Payable, Oracle, Oracle SQL, Microsoft Windows 98, SAMETIME, Alchemy, Excel, Organizing, FILENET, Administration, CATS, CAESAR, HBO SYSTEM, General Ledger, CNA, AS400, Oracle Portal, FDS, Cpr Certified, Medical Billing, 10 Key, Telemarketing, Direct Sales, PBX, Sales Recruitment, Travel Planning, Payroll Processing, Sales Force Development, Jabber
Education
JCM INSTITUTE 2011 — 2011
CERTIFIED NURSING ASSISTANT, CNA
Medical Career Institute 1997 — 1998
Medical Insurance Coding Specialist/Coder
MEDICAL CAREER INSTITUTE 1996 — 1997
CERTIFICATION, MEDICAL CODING
College of DuPage
Rory Cogavin Rory Cogavin's Cetera Financial Specialists Experience August 2014 - Present
Job Accountant & Financial Advisor
Industry Accounting
Experience
Cetera Financial Specialists August 2014 - Present
KPC Business Dynamics, Inc July 2014 - Present
Vera & Vera, A professional Association July 2014 - Present
Cogavin Accounting Group January 2014 - Present
Calton & Associates, Inc. October 2013 - August 2014
Colella Accounting Group, CPA, P.C. 2013 - May 2014
Dynasty Advisors September 2012 - February 2013
AXA Advisors October 2011 - September 2012
RipTide Market Research Corporation 2011 - October 2011
Polaris Foundation 2011 - October 2011
Skills
Tax Preparation, Tax Planning, Bookkeeping, Retirement Planning, Estate Planning, Strategic Financial..., College Education..., Asset Allocation, Diversification, Investment Strategies, 401k Rollovers, Life Insurance, Disability Insurance, Long-term Care, Health Insurance
Education
Montclair State University 2008 — 2011
Bachelor's Degree, Business Administration with Concentration in Finance/Accounting
Cetera Financial Specialists August 2014 - Present
KPC Business Dynamics, Inc July 2014 - Present
Vera & Vera, A professional Association July 2014 - Present
Cogavin Accounting Group January 2014 - Present
Calton & Associates, Inc. October 2013 - August 2014
Colella Accounting Group, CPA, P.C. 2013 - May 2014
Dynasty Advisors September 2012 - February 2013
AXA Advisors October 2011 - September 2012
RipTide Market Research Corporation 2011 - October 2011
Polaris Foundation 2011 - October 2011
Skills
Tax Preparation, Tax Planning, Bookkeeping, Retirement Planning, Estate Planning, Strategic Financial..., College Education..., Asset Allocation, Diversification, Investment Strategies, 401k Rollovers, Life Insurance, Disability Insurance, Long-term Care, Health Insurance
Education
Montclair State University 2008 — 2011
Bachelor's Degree, Business Administration with Concentration in Finance/Accounting
YITIAN(Andrew) PAN's Cetera Financial Specialists Experience August 2012 - January 2013
Job Associate/AVP at The Bank of TokyoMitsubishi UFJ
Industry Banking
Experience
Microsoft March 2013 - October 2013
Cetera Financial Specialists August 2012 - January 2013
Yong Song Machinery CO., LTD June 2008 - July 2010
Skills
Web Application Design, Agile/Scrum, Web Services API, C#, SQL, Design Patterns, MVC, JavaScript, jQuery, HTML 5, JSON, AJAX, XML, XSLT, CSS3, Hyper-V, WCF, HTML5, Java, CSS, Linux, MySQL, LaTeX
Education
Illinois Institute of Technology 2010 — 2012
Master of Science (M.S.), Computer Science
Shanghai Lixin University of Commerce 2006 — 2010
Bachelor's Degree, Management Information Systems, General
Zhenhai Middle School 2003 — 2006
Microsoft March 2013 - October 2013
Cetera Financial Specialists August 2012 - January 2013
Yong Song Machinery CO., LTD June 2008 - July 2010
Skills
Web Application Design, Agile/Scrum, Web Services API, C#, SQL, Design Patterns, MVC, JavaScript, jQuery, HTML 5, JSON, AJAX, XML, XSLT, CSS3, Hyper-V, WCF, HTML5, Java, CSS, Linux, MySQL, LaTeX
Education
Illinois Institute of Technology 2010 — 2012
Master of Science (M.S.), Computer Science
Shanghai Lixin University of Commerce 2006 — 2010
Bachelor's Degree, Management Information Systems, General
Zhenhai Middle School 2003 — 2006
Al Rigdon Al Rigdon's Cetera Financial Specialists Experience April 2015 - Present
Job Registered Representative at Cetera Financial Specialists
Industry Financial Services
Experience
Cetera Financial Specialists April 2015 - Present
167th Airlift Wing August 2008 - Present
PMA USA (Performance Matters Associates, Inc.) December 2014 - February 2015
State Farm January 2014 - December 2014
State Farm June 2013 - December 2013
Wal-Mart Stores Inc January 2006 - September 2013
Wal-Mart Stores Inc January 2000 - January 2006
Mississippi Air National Guard/USAF Reserves January 1993 - May 2004
Wal-Mart Stores Inc September 1997 - January 2000
Mississippi Air National Guard January 1989 - January 1993
Skills
Inventory Management, Loss Prevention, Inventory Control, Management, Asset Protection, Leadership, Training, Hiring, Surveillance, Forecasting, Retail, Risk Management, Security, CCTV, Team Building, Supervisory Skills, Coaching, Physical Security, Microsoft Office, Budgets, P&L, Crisis Management, Strategic Planning, Recruiting, Operations Management, Program Management, Security Clearance, Time Management, Sales, Store Management, Team Leadership, Customer Service, Outlook, Income Statement, Process Scheduler, Security Management, Emergency Management, Employee Training, Profit, Shrinkage, Investigations, Compliance, Mentoring, Interviewing, Budgeting, Problem Solving, Property & Casualty..., Life & Health Insurance...
Education
Old Dominion University 2006 — 2015
Bachelor of Science (B.S.), Criminal Justice, 3.11
Community College of the Air Force 2008 — 2011
Associates, Aviation Operations
East Central Community College 1990 — 1992
Associate of Arts (A.A.), Engineering
Cetera Financial Specialists April 2015 - Present
167th Airlift Wing August 2008 - Present
PMA USA (Performance Matters Associates, Inc.) December 2014 - February 2015
State Farm January 2014 - December 2014
State Farm June 2013 - December 2013
Wal-Mart Stores Inc January 2006 - September 2013
Wal-Mart Stores Inc January 2000 - January 2006
Mississippi Air National Guard/USAF Reserves January 1993 - May 2004
Wal-Mart Stores Inc September 1997 - January 2000
Mississippi Air National Guard January 1989 - January 1993
Skills
Inventory Management, Loss Prevention, Inventory Control, Management, Asset Protection, Leadership, Training, Hiring, Surveillance, Forecasting, Retail, Risk Management, Security, CCTV, Team Building, Supervisory Skills, Coaching, Physical Security, Microsoft Office, Budgets, P&L, Crisis Management, Strategic Planning, Recruiting, Operations Management, Program Management, Security Clearance, Time Management, Sales, Store Management, Team Leadership, Customer Service, Outlook, Income Statement, Process Scheduler, Security Management, Emergency Management, Employee Training, Profit, Shrinkage, Investigations, Compliance, Mentoring, Interviewing, Budgeting, Problem Solving, Property & Casualty..., Life & Health Insurance...
Education
Old Dominion University 2006 — 2015
Bachelor of Science (B.S.), Criminal Justice, 3.11
Community College of the Air Force 2008 — 2011
Associates, Aviation Operations
East Central Community College 1990 — 1992
Associate of Arts (A.A.), Engineering
Heather Topolewski's Cetera Financial Specialists Experience 2007 - January 2015
Job Client Service Manager at Midwest Wealth Management
Industry Financial Services
Experience
Midwest Wealth Management 2015 - Present
Coleman & Associates CPA's, Ltd. September 2007 - January 2015
Cetera Financial Specialists 2007 - January 2015
Kenneth Stein Violins March 2004 - September 2007
Levy Restaurants January 2002 - February 2003
Skills
Office Administration, Mutual Funds, Investments, Qualified Retirement..., Microsoft Office, Outlook, PowerPoint, Microsoft Excel, Time Management, Event Planning, Event Management, Calendaring, Virtual Administration, Office Management, Customer Service, Microsoft Word, Marketing, Training, Teamwork, Management, Team Leadership, Leadership, Venue Management, Meeting Planning, Site Selections, Onsite Coordination, Data Entry, Administrative..., File Management, Online Research
Education
North Central College 1999 — 2000
College of DuPage 1997 — 1999
Midwest Wealth Management 2015 - Present
Coleman & Associates CPA's, Ltd. September 2007 - January 2015
Cetera Financial Specialists 2007 - January 2015
Kenneth Stein Violins March 2004 - September 2007
Levy Restaurants January 2002 - February 2003
Skills
Office Administration, Mutual Funds, Investments, Qualified Retirement..., Microsoft Office, Outlook, PowerPoint, Microsoft Excel, Time Management, Event Planning, Event Management, Calendaring, Virtual Administration, Office Management, Customer Service, Microsoft Word, Marketing, Training, Teamwork, Management, Team Leadership, Leadership, Venue Management, Meeting Planning, Site Selections, Onsite Coordination, Data Entry, Administrative..., File Management, Online Research
Education
North Central College 1999 — 2000
College of DuPage 1997 — 1999
Chad Lesnick Chad Lesnick's Cetera Financial Specialists Experience January 2011 - Present
Job Employee Benefit Specialist and Investment representative
Industry Insurance
Experience
Cetera Financial Specialists January 2011 - Present
CRL Benefits Group LLC October 2001 - Present
Skills
Investments, Employee Benefits, Health Insurance, Group Insurance, Individual Health..., Dental Insurance, Life Insurance
Education
University of Denver
BSBA, Management, A
Cetera Financial Specialists January 2011 - Present
CRL Benefits Group LLC October 2001 - Present
Skills
Investments, Employee Benefits, Health Insurance, Group Insurance, Individual Health..., Dental Insurance, Life Insurance
Education
University of Denver
BSBA, Management, A
Maria Gonzalez Maria Gonzalez's Cetera Financial Specialists Experience 1998 - Present
Job Owner, Canter & McDaniel, CPA's, PA
Industry Financial Services
Experience
Canter & McDaniel, CPA's, PA 1998 - Present
Cetera Financial Specialists 1998 - Present
Skills
CPA, Series 7, Underwriting, Financial Planners, Strategic Financial..., Estate Planning, Small Business, Fixed Annuities, Financial Advisory, Investments, Tax, High Net Worth..., Finance, Insurance
Education
University of South Florida 1991 — 1993
Bachelor of Science, Business Administration
Canter & McDaniel, CPA's, PA 1998 - Present
Cetera Financial Specialists 1998 - Present
Skills
CPA, Series 7, Underwriting, Financial Planners, Strategic Financial..., Estate Planning, Small Business, Fixed Annuities, Financial Advisory, Investments, Tax, High Net Worth..., Finance, Insurance
Education
University of South Florida 1991 — 1993
Bachelor of Science, Business Administration
Jason Hersh's Cetera Financial Specialists Experience May 2008 - August 2014
Job Supervision Analyst at Cetera Financial Specialists
Industry Financial Services
Experience
Cetera Financial Specialists May 2008 - August 2014
brokersXpress LLC July 2004 - December 2007
optionsXpress 2002 - July 2004
Web Street Securities 1997 - 2001
Skills
Series 7, Series 63, Series 24, Securities, Options, Mutual Funds, Equities, Investments, FINRA, Investment Strategies, Investment Advisory, Wealth Management, ETFs, Asset Allocation, Finance
Education
Ball State University 1990 — 1993
BS, Finance
Cetera Financial Specialists May 2008 - August 2014
brokersXpress LLC July 2004 - December 2007
optionsXpress 2002 - July 2004
Web Street Securities 1997 - 2001
Skills
Series 7, Series 63, Series 24, Securities, Options, Mutual Funds, Equities, Investments, FINRA, Investment Strategies, Investment Advisory, Wealth Management, ETFs, Asset Allocation, Finance
Education
Ball State University 1990 — 1993
BS, Finance
John P. Bensfield CPA John P. Bensfield CPA's Cetera Financial Specialists Experience 1994 - 2015
Job Bloom Associates, Inc and John P Bensfield, Ltd
Industry Accounting
Experience
Bloom Associates, Inc & John P Bensfield, Ltd. January 1986 - Present
Cetera Financial Specialists 1994 - 2015
Skills
Accounting, Tax, General Ledger, Business Advisory, Cash Flow, Business Planning, Microsoft Excel, Microsoft Office, Financial Reporting, Auditing, QuickBooks, Income Tax, Tax Accounting, Partnership Taxation, CPA, Tax Returns
Education
University of Illinois at Chicago
BS, Accounting
Bloom Associates, Inc & John P Bensfield, Ltd. January 1986 - Present
Cetera Financial Specialists 1994 - 2015
Skills
Accounting, Tax, General Ledger, Business Advisory, Cash Flow, Business Planning, Microsoft Excel, Microsoft Office, Financial Reporting, Auditing, QuickBooks, Income Tax, Tax Accounting, Partnership Taxation, CPA, Tax Returns
Education
University of Illinois at Chicago
BS, Accounting
David J Gould's Cetera Financial Specialists Experience August 2014 - Present
Job Supervision Specialist at Cetera Financial Specialists
Industry Financial Services
Experience
Cetera Financial Specialists August 2014 - Present
Cetera Financial Specialists June 2011 - August 2014
Genworth Financial May 2009 - May 2011
Genworth Financial June 2006 - May 2009
Skills
Securities, Trading, Financial Advisory
Education
Central Connecticut State University 2001 — 2006
BS, Psychology
Cetera Financial Specialists August 2014 - Present
Cetera Financial Specialists June 2011 - August 2014
Genworth Financial May 2009 - May 2011
Genworth Financial June 2006 - May 2009
Skills
Securities, Trading, Financial Advisory
Education
Central Connecticut State University 2001 — 2006
BS, Psychology
Jordan Arand's Cetera Financial Specialists Experience August 2014 - December 2014
Job Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2015 - Present
Illinois State University Educational Investment Fund January 2015 - May 2015
Cetera Financial Specialists August 2014 - December 2014
1st Farm Credit Services May 2014 - August 2014
Galena State Bank June 2013 - August 2013
Arand Enterprises January 2012 - June 2013
Education
Illinois State University 2013 — 2015
Bachelor of Science (B.S.), Finance and Economics
Highland Community College 2012 — 2013
Associate of Arts (AA), Business Emphasis
UBS Wealth Management May 2015 - Present
Illinois State University Educational Investment Fund January 2015 - May 2015
Cetera Financial Specialists August 2014 - December 2014
1st Farm Credit Services May 2014 - August 2014
Galena State Bank June 2013 - August 2013
Arand Enterprises January 2012 - June 2013
Education
Illinois State University 2013 — 2015
Bachelor of Science (B.S.), Finance and Economics
Highland Community College 2012 — 2013
Associate of Arts (AA), Business Emphasis
Jeff M. Tank Jeff M. Tank's Cetera Financial Specialists Experience November 2012 - Present
Job Registered Representative/Investment Adviser Representative at Cetera Financial Specialists
Industry Financial Services
Experience
Cetera Financial Specialists November 2012 - Present
The E&A CFO Group December 2010 - April 2014
Wanger OmniWealth November 2009 - June 2010
US Bank January 2007 - November 2008
Eckelkamp & Associates January 2006 - December 2006
TALX May 2003 - June 2005
Eckelkamp & Associates January 2003 - May 2003
US Bank February 1998 - December 2002
Mercantile Bancorporation October 1995 - February 1998
Citicorp Mortgage May 1993 - October 1995
Skills
Financial Analysis, Financial Reporting, Accounting, Strategic Financial..., Auditing, Forecasting, QuickBooks, Risk Management, Retirement Planning, Investments, Internal Audit, Tax, Budgets, Portfolio Management, Due Diligence, Banking, Managerial Finance, Internal Controls, Finance, Financial Planning
Education
University of Iowa 1988 — 1989
Masters, Accounting
University of Iowa 1984 — 1988
BBA, Accounting
Cetera Financial Specialists November 2012 - Present
The E&A CFO Group December 2010 - April 2014
Wanger OmniWealth November 2009 - June 2010
US Bank January 2007 - November 2008
Eckelkamp & Associates January 2006 - December 2006
TALX May 2003 - June 2005
Eckelkamp & Associates January 2003 - May 2003
US Bank February 1998 - December 2002
Mercantile Bancorporation October 1995 - February 1998
Citicorp Mortgage May 1993 - October 1995
Skills
Financial Analysis, Financial Reporting, Accounting, Strategic Financial..., Auditing, Forecasting, QuickBooks, Risk Management, Retirement Planning, Investments, Internal Audit, Tax, Budgets, Portfolio Management, Due Diligence, Banking, Managerial Finance, Internal Controls, Finance, Financial Planning
Education
University of Iowa 1988 — 1989
Masters, Accounting
University of Iowa 1984 — 1988
BBA, Accounting
Enrique Vasquez's Cetera Financial Specialists Experience April 2012 - Present
Job President and CEO at Cetera Financial Specialists
Industry Financial Services
Experience
Cetera Financial Specialists April 2012 - Present
Genworth Financial December 2004 - March 2012
GE Capital 2004 - 2004
GE Financial Assurance 2000 - 2004
GE Capital 1998 - 2000
GE 1995 - 1998
Kidder Peabody 1992 - 1995
Société Générale 1987 - 1992
Skills
Business Development, Investments, Finance, Strategic Financial..., Risk Management, Insurance, Financial Services, Portfolio Management, Mutual Funds, Wealth Management, Asset Management, Financial Analysis, Mergers & Acquisitions, Securities, Financial Modeling, Acquisition Integration, Process Improvement, Executive Management, Underwriting, Financial Risk, Management, Mergers, Thought Leadership, Alternative Investments
Education
Fordham University - Graduate School of Business Administration 1994 — 1997
MBA, International Finance
Kean University 1984 — 1987
BS, Accounting
Cetera Financial Specialists April 2012 - Present
Genworth Financial December 2004 - March 2012
GE Capital 2004 - 2004
GE Financial Assurance 2000 - 2004
GE Capital 1998 - 2000
GE 1995 - 1998
Kidder Peabody 1992 - 1995
Société Générale 1987 - 1992
Skills
Business Development, Investments, Finance, Strategic Financial..., Risk Management, Insurance, Financial Services, Portfolio Management, Mutual Funds, Wealth Management, Asset Management, Financial Analysis, Mergers & Acquisitions, Securities, Financial Modeling, Acquisition Integration, Process Improvement, Executive Management, Underwriting, Financial Risk, Management, Mergers, Thought Leadership, Alternative Investments
Education
Fordham University - Graduate School of Business Administration 1994 — 1997
MBA, International Finance
Kean University 1984 — 1987
BS, Accounting
James Farley's Cetera Financial Specialists Experience July 2012 - Present
Job Product Analyst
Industry Financial Services
Experience
Cetera Financial Specialists July 2012 - Present
Genworth Financial May 2011 - Present
Genworth Financial February 2008 - April 2011
Genworth Financial Securities 2004 - April 2011
Skills
Series 63, Mutual Funds, Series 7, Financial Services, Insurance, Securities, Wealth Management, Investments, Portfolio Management, Asset Allocation, Derivatives
Education
University of Chicago - Booth School of Business 2011 — 2014
MBA
Fairfield University 2000 — 2003
wilton high school
Cetera Financial Specialists July 2012 - Present
Genworth Financial May 2011 - Present
Genworth Financial February 2008 - April 2011
Genworth Financial Securities 2004 - April 2011
Skills
Series 63, Mutual Funds, Series 7, Financial Services, Insurance, Securities, Wealth Management, Investments, Portfolio Management, Asset Allocation, Derivatives
Education
University of Chicago - Booth School of Business 2011 — 2014
MBA
Fairfield University 2000 — 2003
wilton high school
Jill Strampel's Cetera Financial Specialists Experience December 2005 - Present
Job ManagerAdvisor Services at Cetera Financial Specialists
Industry Financial Services
Experience
Cetera Financial Specialists December 2005 - Present
Baby Shower Mall, LLC March 2001 - August 2003
Discovery Communications October 1995 - June 2001
Skills
Financial Services, Financial Advisory, Team Management, Project Management, Client Interfacing..., Direct Client..., Presentations, Operations Management, Series 6, Series 7, Series 66, Social Media
Education
Michigan State University 1986 — 1990
Bachelor of Business Administration (BBA)
Cetera Financial Specialists December 2005 - Present
Baby Shower Mall, LLC March 2001 - August 2003
Discovery Communications October 1995 - June 2001
Skills
Financial Services, Financial Advisory, Team Management, Project Management, Client Interfacing..., Direct Client..., Presentations, Operations Management, Series 6, Series 7, Series 66, Social Media
Education
Michigan State University 1986 — 1990
Bachelor of Business Administration (BBA)
Gregg Ruvoli's Cetera Financial Specialists Experience January 2015 - Present
Job President
Industry Financial Services
Experience
Cetera Financial Specialists January 2015 - Present
Cetera Financial Specialists 2009 - 2014
Rydex Investments 2005 - 2009
Allstate Financial Services, LLC 1984 - 2005
Skills
Insurance, Mutual Funds, Series 7, Series 63, Wealth Management, Investments, Retirement, Financial Services, Fixed Annuities, Retirement Planning, Asset Managment, Asset Allocation
Education
DePaul University 1980 — 1983
Cetera Financial Specialists January 2015 - Present
Cetera Financial Specialists 2009 - 2014
Rydex Investments 2005 - 2009
Allstate Financial Services, LLC 1984 - 2005
Skills
Insurance, Mutual Funds, Series 7, Series 63, Wealth Management, Investments, Retirement, Financial Services, Fixed Annuities, Retirement Planning, Asset Managment, Asset Allocation
Education
DePaul University 1980 — 1983
Bruce Shapiro's Cetera Financial Specialists Experience January 2001 - Present
Job Investment Advisor Representative, Cetera Financial Specialists
Industry Financial Services
Experience
Cetera Financial Specialists January 2001 - Present
J B Financial Advisors January 1977 - Present
Artists Financial Service January 1980 - January 1990
Papermate 1976 - 1977
Skills
Tax, Investments, Retirement Planning, Tax Preparation, Small Business, Securities, Finance, Retirement, Portfolio Management, Financial Services, Financial Advisory
Education
San Diego State University 1970 — 1973
MS, Finance and Economics
California State University-Northridge 1968 — 1970
Bachelor of Science (BS), Business finance
Cetera Financial Specialists January 2001 - Present
J B Financial Advisors January 1977 - Present
Artists Financial Service January 1980 - January 1990
Papermate 1976 - 1977
Skills
Tax, Investments, Retirement Planning, Tax Preparation, Small Business, Securities, Finance, Retirement, Portfolio Management, Financial Services, Financial Advisory
Education
San Diego State University 1970 — 1973
MS, Finance and Economics
California State University-Northridge 1968 — 1970
Bachelor of Science (BS), Business finance
Ron Krueger CFA, CFP's Cetera Financial Specialists Experience July 2000 - Present
Job Regional Planning Specialist at Cetera Financial Specialists
Industry Investment Management
Experience
Cetera Financial Specialists July 2000 - Present
Prudential Securities 1995 - 1999
Skills
Chartered Financial..., Certified Financial..., Series 7, Series 63, Series 65, Series 24, Finance, Insurance, Financial Advisory
Education
The University of Texas at Austin 1986 — 1989
Bachelor of Business Administration (BBA), Marketing
Cetera Financial Specialists July 2000 - Present
Prudential Securities 1995 - 1999
Skills
Chartered Financial..., Certified Financial..., Series 7, Series 63, Series 65, Series 24, Finance, Insurance, Financial Advisory
Education
The University of Texas at Austin 1986 — 1989
Bachelor of Business Administration (BBA), Marketing
Donato Settanni's Cetera Financial Specialists Experience January 2011 - Present
Job President and CoFounder at Special Kids of New York, Inc.
Industry Financial Services
Experience
Cetera Financial Specialists January 2011 - Present
Archdiocesan Pastoral Council January 2010 - Present
Special Kids of New York, Inc. 1996 - Present
Settanni Financial January 1982 - Present
MCI 1983 - 1986
Price Waterhouse Coopers July 1977 - June 1979
Skills
Strategic Planning, Public Speaking, New Business Development, Microsoft Excel, Financial Analysis, Insurance, Negotiation, Due Diligence, Microsoft Office, Real Estate, Project Management, Contract Negotiation, Team Building, Banking
Education
Manhattan College 1973 — 1977
BS Accounting, Accounting
Cardinal Spellman 1969 — 1973
NYS Regents, General Studies
Cetera Financial Specialists January 2011 - Present
Archdiocesan Pastoral Council January 2010 - Present
Special Kids of New York, Inc. 1996 - Present
Settanni Financial January 1982 - Present
MCI 1983 - 1986
Price Waterhouse Coopers July 1977 - June 1979
Skills
Strategic Planning, Public Speaking, New Business Development, Microsoft Excel, Financial Analysis, Insurance, Negotiation, Due Diligence, Microsoft Office, Real Estate, Project Management, Contract Negotiation, Team Building, Banking
Education
Manhattan College 1973 — 1977
BS Accounting, Accounting
Cardinal Spellman 1969 — 1973
NYS Regents, General Studies
Mark S McKinley, CPA, CFP®'s Cetera Financial Specialists Experience 1999 - 2015
Job CPA Financial Planner
Industry Financial Services
Experience
McKinley & Co. PC December 1983 - Present
Cetera Financial Specialists 1999 - 2015
DuBrook, Inc. September 1979 - December 1983
Skills
Tax Preparation, High Net Worth..., Personal Finance, Retirement Planning, Investment Advisory, Small Business, Series 7, Financial Services, Insurance, Securities, Finance, Strategic Financial..., Portfolio Management, Mergers & Acquisitions, Investments
Education
Grove City College 1972 — 1976
B.A., Economics
McKinley & Co. PC December 1983 - Present
Cetera Financial Specialists 1999 - 2015
DuBrook, Inc. September 1979 - December 1983
Skills
Tax Preparation, High Net Worth..., Personal Finance, Retirement Planning, Investment Advisory, Small Business, Series 7, Financial Services, Insurance, Securities, Finance, Strategic Financial..., Portfolio Management, Mergers & Acquisitions, Investments
Education
Grove City College 1972 — 1976
B.A., Economics
Lee Gilner, CLTC's Cetera Financial Specialists Experience January 2014 - Present
Job Investment Advisor Representative & Registered Representative at Cetera Financial Specialists
Industry Insurance
Experience
Cetera Financial Specialists January 2014 - Present
John Hancock May 2008 - September 2013
Strategic Financial Partners a Member of the John Hancock Financial Network April 2008 - September 2013
ING Financial Partners July 2007 - March 2008
Merrill Lynch June 1999 - August 2001
Skills
Financial Services, Fixed Annuities, Retirement Planning, Finance, Series 63, Series 6, Training, Life Insurance, Long-term Care, Mutual Funds, Series 65, Registered Investment..., Investment Advisory
Education
University of South Florida 2003 — 2005
Bachelor of Applied Science (B.A.Sc.), Finance
State University of New York College at Geneseo
Cetera Financial Specialists January 2014 - Present
John Hancock May 2008 - September 2013
Strategic Financial Partners a Member of the John Hancock Financial Network April 2008 - September 2013
ING Financial Partners July 2007 - March 2008
Merrill Lynch June 1999 - August 2001
Skills
Financial Services, Fixed Annuities, Retirement Planning, Finance, Series 63, Series 6, Training, Life Insurance, Long-term Care, Mutual Funds, Series 65, Registered Investment..., Investment Advisory
Education
University of South Florida 2003 — 2005
Bachelor of Applied Science (B.A.Sc.), Finance
State University of New York College at Geneseo
Robert Gariano MBA's Cetera Financial Specialists Experience November 2012 - Present
Job Investment Advisor at Cetera Financial Specialists
Industry Financial Services
Experience
Cetera Financial Specialists November 2012 - Present
Genworth Financial Securities Corp. October 2005 - November 2012
Genworth Financial Adviser Corp. October 2005 - November 2012
CJM Planning Corporation July 1988 - September 2005
Lucent Technologies May 1995 - July 2001
Sony Corporation March 1986 - May 1995
Panasonic April 1979 - February 1986
Skills
Education Funding, IRAs, Series 63, Roth IRA, 403 b, Fixed Annuities, Series 7, Retirement
Education
Fairleigh Dickinson University
MBA, Finance
Bergenfield High School 1968 — 1972
College Prep
Cetera Financial Specialists November 2012 - Present
Genworth Financial Securities Corp. October 2005 - November 2012
Genworth Financial Adviser Corp. October 2005 - November 2012
CJM Planning Corporation July 1988 - September 2005
Lucent Technologies May 1995 - July 2001
Sony Corporation March 1986 - May 1995
Panasonic April 1979 - February 1986
Skills
Education Funding, IRAs, Series 63, Roth IRA, 403 b, Fixed Annuities, Series 7, Retirement
Education
Fairleigh Dickinson University
MBA, Finance
Bergenfield High School 1968 — 1972
College Prep
Frank Burianek's Cetera Financial Specialists Experience December 2011 - Present
Job Helping Smart People Make Intelligent Decisions
Industry Financial Services
Experience
Cetera Financial Specialists December 2011 - Present
Citi April 2002 - October 2011
American Express November 1999 - April 2002
JPMorgan Chase July 1996 - November 1999
Skills
Mutual Funds, Financial Planning, Series 7, Wealth Management, Retirement Planning, Annuities, Series 66, Asset Allocation, Series 63, Investment Advisory, Insurance, Investments, Financial Advisory, Retirement Income..., Long Term Care, Investment Strategies, Term Life Insurance, Securities, Bonds, Asset Management, Disability Insurance, Estate Planning, Strategic Financial..., Long-term Care, Fixed Annuities
Education
McHenry County College, McHenry Illinois 2010 2010 — 2010
University of Dayton 1992 — 1996
B.A., Psychology
Cetera Financial Specialists December 2011 - Present
Citi April 2002 - October 2011
American Express November 1999 - April 2002
JPMorgan Chase July 1996 - November 1999
Skills
Mutual Funds, Financial Planning, Series 7, Wealth Management, Retirement Planning, Annuities, Series 66, Asset Allocation, Series 63, Investment Advisory, Insurance, Investments, Financial Advisory, Retirement Income..., Long Term Care, Investment Strategies, Term Life Insurance, Securities, Bonds, Asset Management, Disability Insurance, Estate Planning, Strategic Financial..., Long-term Care, Fixed Annuities
Education
McHenry County College, McHenry Illinois 2010 2010 — 2010
University of Dayton 1992 — 1996
B.A., Psychology
Vito Collacuro's Cetera Financial Specialists Experience May 2014 - Present
Job Financial Advisor at Cetera Financial Specialists
Industry Financial Services
Experience
Cetera Financial Specialists May 2014 - Present
Cetera Financial Specialists December 2013 - May 2014
Pizza Pizzazz April 1999 - November 2013
Almost New April 2009 - July 2010
Skills
Account Management, Customer Service, Small Business, Sales Management, Sales Process, Sales, Cloud Computing, Store Management, Inventory Control, Strategic Planning, Management, Direct Sales, Contract Negotiation, Strategic Partnerships, Mutual Funds, 529 Plans, IRAs, Securities, Asset Management, Equities, New Business Development, Investment Strategies, Financial Advisory, Finance, Financial Services, Investments, Retirement Planning
Education
University at Albany, SUNY 2004 — 2006
B.S., Political Science, Business Administration
Somers High School 1998 — 2002
Cetera Financial Specialists May 2014 - Present
Cetera Financial Specialists December 2013 - May 2014
Pizza Pizzazz April 1999 - November 2013
Almost New April 2009 - July 2010
Skills
Account Management, Customer Service, Small Business, Sales Management, Sales Process, Sales, Cloud Computing, Store Management, Inventory Control, Strategic Planning, Management, Direct Sales, Contract Negotiation, Strategic Partnerships, Mutual Funds, 529 Plans, IRAs, Securities, Asset Management, Equities, New Business Development, Investment Strategies, Financial Advisory, Finance, Financial Services, Investments, Retirement Planning
Education
University at Albany, SUNY 2004 — 2006
B.S., Political Science, Business Administration
Somers High School 1998 — 2002
Dorian Moros's Cetera Financial Specialists Experience April 2012 - May 2014
Job Regional Vice President at Incapital
Industry Investment Management
Experience
Cetera Financial Specialists April 2012 - May 2014
Genworth Financial April 2010 - April 2012
Genworth Financial January 2006 - April 2010
JPMorgan Chase January 2002 - January 2006
Education
Roosevelt University 1992 — 1996
Bachelor of Science, Finance
Cetera Financial Specialists April 2012 - May 2014
Genworth Financial April 2010 - April 2012
Genworth Financial January 2006 - April 2010
JPMorgan Chase January 2002 - January 2006
Education
Roosevelt University 1992 — 1996
Bachelor of Science, Finance
Sean Poznicek's Cetera Financial Specialists Experience September 2015 - Present
Job Customer Service Representative at MB Financial Bank
Industry Financial Services
Experience
Cetera Financial Specialists September 2015 - Present
MB Financial Bank August 2011 - September 2015
IKEA Group September 2007 - September 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, Outlook
Education
Illinois State University 2009 — 2011
Bachelor of Science (B.S.), Finance, General
Schaumburg High School 2003 — 2007
Cetera Financial Specialists September 2015 - Present
MB Financial Bank August 2011 - September 2015
IKEA Group September 2007 - September 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, Outlook
Education
Illinois State University 2009 — 2011
Bachelor of Science (B.S.), Finance, General
Schaumburg High School 2003 — 2007
Henry Goldenstein's Cetera Financial Specialists Experience July 2008 - Present
Job Investment Adviser Representative at Cetera Financial Specialists LLC
Industry Financial Services
Experience
Cetera Financial Specialists July 2008 - Present
Abrams & Steinberg, P.C January 2004 - Present
Cetera Financial Specialists LLC January 1994 - Present
Altschuler, Melvoin and Glasser June 1984 - January 1992
Education
DePaul University 1985 — 1988
MST, Taxation
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Accounting
Cetera Financial Specialists July 2008 - Present
Abrams & Steinberg, P.C January 2004 - Present
Cetera Financial Specialists LLC January 1994 - Present
Altschuler, Melvoin and Glasser June 1984 - January 1992
Education
DePaul University 1985 — 1988
MST, Taxation
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Accounting