David A. Noyes & Co.
Industry: Company
DescriptionFounded: 1908 Parent organization: Noyes Group, LLC
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David A. Noyes & Co. Employees
White, Weld & Co. Securities, LLC December 2013 - Present
David A. Noyes & Co. May 2012 - December 2013
City Securities Corporation May 2006 - May 2012
Skills
Wealth Management, Series 7, Investment Advisory, Series 63, Retirement Planning, Mutual Funds, Series 65, Series 9 & 10, Series 31, Fixed Income, Investment Banking, Asset Allocation, Annuities, Life Insurance, Health Insurance, Long Term Care Insurance, Series 24
Education
Purdue University 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management
Purdue University 1972 — 1976
Bachelor of Arts (B.A.), Liberal Arts
Payment Alliance International August 2015 - Present
MC Supply's February 2015 - Present
Bosak Honda May 2009 - July 2014
David A. Noyes & Co. March 2000 - May 2009
Skills
Account Management, Commercial Banking, Automotive, Customer Service, Sales, Sales Management, Leadership, Negotiation, Financial Analysis, Team Building, Strategic Planning, Sales Operations, Direct Sales, Management, Sales Process, Training, Marketing Strategy, New Business Development, Marketing, Cold Calling, B2B, Contract Negotiation, Sales Presentations, Salesforce.com, CRM, Customer Satisfaction, Key Account Management, Customer Retention, Business Development, Cross-functional Team..., Project Management, Inventory Management, Profit, Budgets, Solution Selling, Competitive Analysis, Team Leadership, Business Planning, Pricing, Retail, Business Strategy, Process Improvement, Time Management, Lead Generation, Forecasting, Social Media Marketing, Coaching, Vehicles
Education
Indiana University Bloomington 1993 — 1997
Bachelor's Degree, Finance, General
ProShares May 2014 - Present
First Trust January 2012 - March 2014
First Trust Portfolios January 2010 - December 2011
David A. Noyes & Co. September 1994 - January 2010
Skills
Separately Managed..., Series 7, ETFs, Financial Services, Investment Management, Communication, Relationship Management, Customer Service, Presentations, Public Speaking, Sales
Education
University of Illinois at Urbana-Champaign
B.S., Finance
University of New South Wales
International Finance
David A. Noyes & Co. January 2014 - Present
CONCERT Wealth Management July 2011 - January 2014
Chicago Investment Group/Newbridge Securities 2009 - 2011
Advanced Equities 2007 - 2009
US Fiduciary 2005 - 2007
Bank of America, Investment Services 2002 - 2005
Morgan Stanley 1993 - 2002
Skills
Wealth Management, Investment Advisory, High Net Worth..., Alternative Investments, Investments, Series 63, Mutual Funds, Securities, Asset Allocation, Asset Managment, Hedge Funds, Financial Advisory, Series 24, Financial Planners, Investment Strategies, Equities, Retirement Planning, Asset Management, Portfolio Management, FINRA, Investment Management, Finance, Private Equity, Fixed Income
Education
Quincy University 1986 — 1988
BA, Public Relations/Communications
Loras College
Loyola Rome
lincoln park hs
Jackson National Asset Management, LLC May 2015 - Present
U.S. Bank October 2013 - Present
Celadon Group Inc. May 2012 - August 2013
Celadon Group Inc. January 2012 - May 2012
David A. Noyes & Co. May 2011 - August 2011
Central Business Services, INC (CBSi) September 2010 - December 2010
Skills
Access, Microsoft Excel, Data Analysis, PowerPoint, Outlook, Team Building, Microsoft Office, Microsoft Word, Customer Service, Financial Modeling, Trucking, International Logistics, Financial, Financial Analysis, Financial Reporting, Structured Finance, Database Queries, Pricing Analysis, Budgets, Public Speaking, Market Research, Process Improvement, SQL, Finance, Bid Pricing
Education
Butler University 2008 — 2012
Bachelor of Science (BS), Finance, General
Edelman May 2014 - Present
Veolia Environnement North America October 2013 - April 2014
Veolia Water North America March 2012 - October 2013
Veolia Water North America October 2011 - March 2012
David A. Noyes & Co. November 2010 - March 2011
Merrill Lynch May 2010 - August 2010
Total Rehab May 2007 - June 2009
Skills
PeopleSoft, Microsoft Office, Financial Reporting, Spreadsheets, Excel, Microsoft Excel, Access, Budgets, Auditing, Finance, Financial Analysis, Accounting, PowerPoint, Outlook, Variance Analysis, Accounts Receivable, Account Reconciliation, Training, Teamwork, Forecasting, Microsoft Word, Leadership, Cash Flow, Time Management, General Ledger, Bank Reconciliation, Cash Flow Forecasting, Financial Statements, Journal Entries, Accruals, Essbase
Education
Butler University - College of Business Administration 2007 — 2011
Bachelors of Science, Finance
Cedar Capital July 2013 - Present
David A. Noyes & Co. December 2011 - July 2013
Chicago Cubs June 2008 - October 2011
Education
University of Illinois at Urbana-Champaign 2007 — 2011
B.S., Agricultural and Consumer Economics, Business Minor
Andrie Trading Companies : Andrie Capital Trading & Andrie Trading May 2015 - Present
David A. Noyes & Co. October 2014 - April 2015
Gulfstream Aerospace May 2014 - August 2014
Gulfstream Aerospace May 2013 - August 2013
Gulfstream Aerospace August 2012 - December 2012
Gulfstream Aerospace January 2012 - May 2012
Vector Marketing May 2011 - August 2011
Azalea Gardens Assisted Living May 2010 - August 2010
Skills
Leadership, Private Pilot, Aerospace, Engineering, Communication, Mechanical Engineering, Flight Test, Analysis, Manufacturing, Social Networking, Mathematics, Investment Banking
Education
Purdue University 2010 — 2015
Bachelor of Engineering, Aerospace, Aeronautical and Astronautical Engineering, 3.3/4.0
David A Noyes & Co. and the Smithberg Group October 2013 - Present
David A. Noyes & Co. January 2012 - Present
BMO Harris Financial Advisors December 2004 - January 2012
Financial Planning Association of Illinois January 2010 - 2011
Financial Planning Association of Illinois 2009 - 2010
Financial Planning Association 2008 - 2009
Merrill Lynch, Citigroup, State Financial Bank April 1997 - December 2004
United Methodist Church May 1975 - June 1997
Skills
Investments, Insurance, Retirement, Retirement Planning, Estate Planning, Securities, Wealth Management, Risk Management, IRA's, Retirement Income..., Investment Advisory, Asset Allocation, Personal Finance, Asset Management, Long Term Care, Series 7, Mutual Funds, Annuities, Financial Advisory, Financial Advice, Cash Flow Management, Charitable Giving, Life Planning, 401k Rollovers, Asset Protection, Long-term Care, Bonds, Financial Planning, Strategic Financial..., IRAs, Portfolio Management, Financial Analysis, Asset Managment, Fixed Annuities, Investment Management, Financial Planners, Financial Services, Finance, Certified Financial..., Investment Strategies, Wealth Management...
Education
Garrett-Evangelical Theological Seminary 1972 — 1975
M.Div, Theology
Illinois State University 1968 — 1972
B.S., Sociology, Psychology, Literature
Crowe Horwath LLP August 2014 - Present
Crowe Horwath LLP January 2012 - August 2014
David A. Noyes & Co. May 2011 - July 2011
Houlihan Valuation Advisors May 2010 - August 2010
Education
Indiana University - Kelley School of Business 2011 — 2012
Master's degree, Accounting
Butler University - College of Business Administration 2008 — 2011
Bachelor's degree, Accounting
NATIONAL SECURITIES December 2014 - Present
Coe Financial Group January 2014 - November 2014
David A. Noyes & Co. 2002 - 2013
Prudential Financial 1985 - 2002
Dean Witter 1983 - 1985
Public Accountant / Tax Accountant 1973 - 1983
Skills
Financial Analysis, Strategic Financial..., Finance, Wealth Management
Education
Southern Illinois University, Carbondale
Bachelor of Science Degree, Accounting
PwC February 2015 - Present
Procter & Gamble June 2014 - January 2015
Procter & Gamble May 2013 - August 2013
Kelley School of Business August 2011 - 2013
Procter & Gamble May 2012 - August 2012
David A. Noyes & Co. May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Data Analysis, Social Media, Microsoft Office, Access, Market Research, Public Speaking, Microsoft Word, Event Planning, Marketing, Leadership, SPSS, Spanish, Financial Analysis
Education
Indiana University Bloomington 2010 — 2014
B.S., Marketing, 3.7
David A. Noyes & Co. 1998 - Present
Insurance Correlators, Inc. 1996 - 1998
United Financial Corp. 1990 - 1998
Oakland Athletics 1988 - 1995
Skills
Strategic Financial..., Asset Allocation, Investments, 401k Rollovers, Wealth Management, Retirement, Financial Advisory, Portfolio Management, Long-term Care, Insurance, Private Equity, Finance, Retirement Planning, Series 7, Disability Insurance, Personal Financial..., Wealth, Financial Planning
Education
College for Financial Planning 1995 — 1997
Bradley University 1984 — 1988
B.S., Finance
The University of Chicago - Booth School of Business
Slalom Consulting April 2015 - Present
PureCars August 2014 - April 2015
Good Done Great April 2013 - August 2014
Good Done Great March 2012 - March 2013
Cars.com August 2010 - March 2012
Jhenai Mootz Mixed Media Artist June 2008 - February 2012
David A. Noyes & Co. February 2010 - August 2010
Concierge Unlimited International February 2009 - February 2010
Green Paws Chicago June 2008 - January 2009
Skills
Salesforce.com, Program Management, Management, JavaScript, HTML, Product Management, Product Development, Software Implementation, jQuery, Excel, SaaS, CSS, Microsoft Excel, User Interface Design, PeopleSoft, PowerPoint, Visualforce Pages, Microsoft Office, Apex Programming, PaaS, User Experience Design
Education
New York University 2003 — 2007
Bachelor of Fine Arts, Drama
College of Charleston 2012 — 2014
Master of Public Administration (MPA), Arts Management
Boston University 2015 — 2017
Master’s Degree, Computer and Information Sciences, General
Wunderlich Securities July 2013 - Present
David A. Noyes & Co. April 2009 - July 2013
UBS Financial Services January 2006 - April 2009
Treasury Strategies September 2001 - May 2005
Bearing Point 1998 - 2001
FIrst National Bank of Chicago 1983 - 1990
Skills
Wealth Management, Comprehensive financial..., Risk mitigation, Capital preservation, Retirement income..., Investments, Financial Goals
Education
Loyola University of Chicago
MBA, Financial Management
University of Notre Dame
BBA, Finance
St Mary's College
Business
David A. Noyes & Co. August 2014 - Present
Education
Indiana University 1988 — 1992
Bachelor's Degree, Economics
Indiana University Bloomington 1988 — 1992
Bachelor’s Degree, Economics
Charles Schwab June 2014 - Present
CNA Insurance October 2013 - June 2014
Advanced Equities October 2011 - November 2012
David A. Noyes & Co. February 2009 - September 2011
Cytrade Futures June 2008 - February 2009
Skills
Project Management, Multi Tasking, Writing, Financial Analysis, Personnel Management, Private Equity, Investments, FINRA, Series 7, Uniform Combined State..., Series 24, Venture Capital, Options, Fixed Income, Finance, Analysis, Alternative Investments, Investment Advisory, Series 65, Asset Management, Securities, Mutual Funds, Private Placements, Series 63
Education
DePaul University 2004 — 2008
Bachelor's Degree, Finance, General
DePaul University 2004 — 2008
Bachelor's Degree, Economics
Integra ServiceConnect® September 2015 - Present
Integra ServiceConnect® August 2015 - Present
Illinois Caucus for Adolescent Health 2014 - 2015
Thresholds November 2012 - May 2013
University of Chicago Hospitals April 2012 - January 2013
DePaul University March 2010 - June 2010
David A. Noyes & Co. January 2005 - January 2010
Skills
Program Evaluation, Community Outreach, SPSS, Non-profits, Research, Event Planning, Microsoft Office, Social Media, Higher Education, Student Affairs, Psychology, Customer Service, PowerPoint, Data Entry, Grant Writing, Nonprofits, Statistics, Data Analysis, Social Services, Microsoft Word, Microsoft Excel, Literature Reviews, Survey Design, Critical Thinking, Community Health, PeopleSoft, Mental Health, Team Building, Grants
Education
DePaul University 2011 — 2015
Master of Public Health (MPH)
DePaul University 2006 — 2011
Bachelor of Science (B.S.), Psychology
OneAmerica Securities December 2014 - Present
David A. Noyes & Co. May 1999 - November 2014
Northwestern Mutual 1996 - 1999
Skills
Alternative Investments, Investments, Investment Banking, Series 7, Securities, Wealth Management, Investment Advisory, Asset Management, Mutual Funds, Portfolio Management, Asset Allocation, Retirement Planning, Private Equity, Uniform Combined State..., Strategic Financial..., Series 63, FINRA, Investment Management, Financial Analysis, Fixed Income, Financial Planning
Education
Indiana University-Purdue University at Indianapolis
Bachelor of Science (BS), Mathematical Science
Aviva Investors June 2015 - Present
Aviva Investors February 2015 - June 2015
Aviva Investors February 2014 - January 2015
BNY Mellon May 2012 - January 2014
David A. Noyes & Co. November 2008 - May 2012
Morgan Keegan February 2007 - November 2008
Skills
Alternative Investments, Investment Advisory, Securities, Asset Management, Investments, Fund Of Funds, HF Operations, Investment Strategies, Hedge Funds, Insurance, Wealth Management, Asset Allocation, Private Equity, Finance, Mutual Funds
Education
Indiana University Bloomington 2001 — 2005
Bachelor of Arts, Psychology/Criminal Justice
David A. Noyes & Co. May 2014 - Present
Wunderlich Securities November 2010 - April 2014
The GMS Group 2005 - 2010
Skills
Investments, Bonds, Fixed Income, Securities, Series 7
Education
Illinois State University 1996 — 2001
BS, Finance
Centennial Securities Co. LLC April 2013 - Present
David A. Noyes & Co. October 2008 - March 2013
NatCity Investments October 1998 - October 2008
Skills
Retirement Planning, Wealth Management, Financial Advisory, Securities, Investment Strategies, Financial Services, Finance, Wealth, Wealth Management..., Personal Finance, Public Speaking, Estate Planning, Series 7, Strategic Financial..., Investments, Mutual Funds, Investment Advisory, Portfolio Management, Asset Allocation, Uniform Combined State...
Education
Loyola University Chicago School of Law 1974 — 1978
J.D., Law
Rosary College 1970 — 1974
B.A./M.A., English
David A. Noyes & Co. January 2014 - Present
Skills
Client-, Personal Financial..., Institutional Portfolio..., Retirement Planning, Business Transition..., Private Equity, Insurance Planning, Alternative Investments, Charitable Gift Planning, Estate Planning, Strategic Planning, Marketing, Social Media Marketing, Education Funding, Investment Management, Liability Management, Investment Banking, Hedge Funds, Financial Planners, Risk Management, Portfolio Management, Market Research, Investments, Leadership, Finance, Wealth Management, Mutual Funds, Financial Planning
Education
Butler University - College of Business Administration 2010 — 2011
MBA, Finance and Leadership, 3.7
Butler University - College of Business Administration 2007 — 2010
Bachelor of Science, Marketing and International Business, 3.5
European School of Business Reutlingen 2006 — 2007
International Business
David A. Noyes & Co. June 2015 - Present
A.Arnold Relocation June 2013 - August 2014
Midwest Structural June 2012 - August 2012
Skills
Teamwork, Leadership, Time Management
Education
Indiana University - Kelley School of Business 2013 — 2017
Finance and Operations, Junior
Cathedral High School 2009 — 2013
Academic Honors Diploma
David A. Noyes & Co. November 2006 - Present
Biogen Idec 2001 - Present
Merrill Lynch August 2002 - October 2006
Conseco March 1996 - June 2002
Charles Schwab February 1991 - March 1996
Kappa Alpha Theta Headquarters January 1988 - February 1991
Skills
Series 7, Series 63, Wealth Management, Investment Advisory, Mutual Funds, Securities, Retirement Planning, Asset Allocation, Alternative Investments, Fixed Annuities, Investments, Strategic Financial..., Asset Managment, Estate Planning, Portfolio Management, FINRA, Series 65, Equities, Series 24, Fixed Income, Investment Management, Financial Services, Retirement, Asset Management, 401k, Private Equity, Financial Planning, Uniform Combined State...
Education
Hanover College 1983 — 1987
Bachelor of Arts, Business/French
Hanover College 1983 — 1987
Bachelor of Arts, Business
David A. Noyes & Co. July 2013 - Present
Ernst & Young March 2012 - June 2012
Skills
Legal Research, Legal Writing, Legal Translation, Westlaw, Immigration Law, Employment-based...
Education
University of Illinois at Urbana-Champaign 2012 — 2013
Master of Laws (LL.M.)
Shanghai Institute of Foreign Trade 2008 — 2012
Bachelor's degree, Law
Google May 2014 - Present
InContext Solutions April 2012 - May 2014
David A. Noyes & Co. August 2009 - April 2012
Moser Computer Consulting May 2004 - April 2012
David A. Noyes & Co. June 2006 - August 2009
Skills
Hyper-V, Active Directory, Windows Server, Troubleshooting, Operating Systems, Network Administration, Network Security, Security, Windows, WAN
Education
Illinois Institute of Technology 2011 — 2014
Bachelor's Degree, Computer Science, GPA: 4.0/4.0
David A. Noyes & Co. July 1997 - Present
Everen Securities June 1991 - July 1997
Hilliard Lyons October 1968 - July 1991
Cummins EngineCompany June 1964 - October 1968
Skills
Investment Advisory, Asset Managment, Series 7, Wealth Management, Investments, Securities, Asset Allocation, Retirement Planning, Mutual Funds, Portfolio Management, Bonds, Strategic Financial..., 401k Rollovers, Estate Planning, Uniform Combined State..., Financial Advisory, Personal Financial..., IRAs, Risk Management, Financial Analysis, Personal Finance, Insurance, Sales, Management, Marketing, Series 63, FINRA, Series 24, Financial Planning, Asset Management
Education
Butler University 1965 — 1966
Master of Business Administration (M.B.A.), Business Administration and Management, General
Purdue University 1958 — 1962
BSIM, Quanitative Methods
Butler Business Consulting Group April 2015 - August 2015
David A. Noyes & Co. January 2015 - April 2015
Skills
Collaborative Leadership, Financial Analysis, PowerPoint, Teamwork, Leadership, Microsoft Office, Project Management, Strategic Thinking, Creativity, Writing, Event Planning, Research, Communication
Education
Butler University 2012 — 2016
Finance and Entrepreneurship Double Major
National Securities March 2015 - Present
Wunderlich Securities September 2009 - February 2015
Chicago Wealth Management Boutique 2005 - 2009
David A. Noyes & Co. 1994 - 2004
Skills
Investments, Alternative Investments, Stocks, Bonds
Education
DePaul University
Bachelor of Arts (B.A.), Finance
Guaranteed Rate March 2015 - Present
Guaranteed Rate September 2014 - February 2015
InterBank Mortgage Company August 2012 - September 2014
DePaul University September 2009 - June 2012
David A. Noyes & Co. February 2012 - May 2012
SharpShooter Imaging August 2010 - October 2010
Arlington Park Race Track March 2009 - August 2009
Skills
Microsoft Office, People Skills, Phone Skills, PowerPoint, Access, Microsoft Excel, Microsoft Word, Customer Service, Filing, Analysis, Management, Event Planning, Editing, Photography, Retail, Outlook, Teamwork, Inventory Management, Social Media, Social Networking, Social Media Marketing, Leadership
Education
DePaul University 2009 — 2012
Bachelor of Science (BS), Finance, General
Lazard June 2015 - Present
Lazard May 2014 - July 2014
Goizueta Business School August 2012 - January 2014
David A. Noyes & Co. May 2013 - August 2013
The Active Network May 2012 - August 2012
Goizueta Business School December 2011 - January 2012
La Paix Cafe June 2011 - July 2011
The Active Network May 2010 - July 2010
Skills
Research, Finance, Customer Service, Leadership, Microsoft Office, Marketing, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Public Speaking, Data Analysis, Sales, Fundraising, Nonprofits, Higher Education, Access, Spanish, Financial Analysis, Market Research, Statistics, Analysis, Facebook
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor Business Administration, Finance, Accounting
Carmel High School 2007 — 2011
Core 40 diploma with honors
Emory University
Emory University
David A. Noyes & Co. April 1985 - Present
Skills
Fixed Income, Equities, Series 7, Series 63, Series 24, Investment Advisory
Education
University of Notre Dame
BA, Economics
David A. Noyes & Co. October 2014 - Present
Thrivent Financial April 2014 - October 2014
Big Three January 2011 - April 2014
Advanced Equities April 2012 - January 2013
Chicago Investment Group November 2002 - September 2010
Advanced Equities July 1999 - November 2002
Primex Trading December 1997 - July 1999
W.J. Nolan & Company August 1997 - November 1997
Skills
FINRA, Investments, Series 7, Series 63, Options, Series 24, Alternative Investments, Equities, Wealth Management, Trading, Securities, Asset Managment
Education
Roosevelt University
Business/Political Science
Saint Xavier University 1991 — 1995
Bachelor of Arts; Graduate B.A, Political Science
Cook County State's Attorney's Office
InternshipCook County State's Attorney's Office
Roosevelt University
Masters Program, Business/Political Science
Western & Southern Financial Group August 2014 - Present
Fifth Third Insurance January 2013 - July 2014
David A. Noyes & Co. September 2008 - June 2012
CCO Investments March 2007 - September 2008
LaSalle Financial Services March 2000 - January 2007
Skills
Series 4, Series 7, Series 9, Series 10, Series 24, Series 31, Series 63, Series 65, Insurance
Education
Northern Illinois University 1977 — 1982
Bachelor of Science (B.S.), Advertising
David A. Noyes & Co. April 2014 - Present
City Securities Corporation January 2005 - April 2014
Deloitte & Touche, LLP 2002 - 2005
Education
Indiana University - Kelley School of Business 2000 — 2002
MBA, Financial Analysis
Indiana University - Kelley School of Business 1996 — 2001
BS, Business Administration (Finance & Accounting
Park Tudor School 1994 — 2000
DC Bar September 2010 - June 2011
MPM Marketing December 2007 - March 2011
ESC Promotions July 2007 - January 2011
Concord Law Kaplan University July 2007 - July 2010
David A. Noyes & Co. January 2002 - October 2007
Skills
Microsoft Excel, Public Speaking, Leadership, Strategic Planning, Management, Nonprofits, Marketing, Sales, Intellectual Property, Contract Negotiation, Project Management
Education
Concord Law School - Kaplan University 2007 — 2010
JD, Law
Indiana University Robert H. McKinney School of Law 2003 — 2005
Wells Fargo Advisors, LLC December 2014 - Present
Fifth Third Securities May 2013 - December 2014
David A. Noyes & Co. November 2012 - April 2013
Merrill Lynch January 2008 - November 2012
LaSalle Bank / Bank of America 1999 - December 2007
LaSalle Bank 1993 - 1998
Skills
Asset Allocation, Mutual Funds, Life Insurance, Financial Services, Long-term Care, Investments, Finance, Banking, Wealth Strategies, Portfolio Optimization, Asset Allocation..., Investment Advisory, Retirement Planning, Retirement Income..., Estate Administration, Personal Trust..., Fiduciary Services, Trading Systems, Wrap Accounts
Education
University of Illinois at Chicago 1989 — 1993
Political Science
David A. Noyes & Co. April 2014 - Present
City Securities Corporation February 2000 - April 2014
Indiana Housing Finance Authority 1993 - 2000
Continental Bank NA 1989 - 1993
Delta Faucent Company (Masco Corporation) 1988 - 1990
Skills
Corporate Finance, Investment Banking, Private Placements, Sell Side, Mergers, Mergers & Acquisitions, Finance, Capital Markets, Capital Raising
Education
Indiana University - Kelley School of Business 1995 — 1998
MBA, Finance
University of Notre Dame 1984 — 1988
BBA, Finance
University of Notre Dame - Mendoza College of Business 1984 — 1988
BBA, Finance
Cathedral High School 1980 — 1984
1984
Oakwood Wealth Advisors, Ltd. August 2012 - Present
Benedictine University 2006 - Present
David A. Noyes & Co. August 2011 - August 2012
Morgan Stanley Smith Barney February 2009 - August 2011
Sun Microsystems May 1997 - November 2003
R.R. Donnelley & Sons 1984 - 1988
Skills
Sales, Business Development, Consulting, Management, Marketing, Mergers, Strategic Planning, Public Speaking, Leadership, Project Management, Team Leadership, Team Building, Strategy, Financial Analysis, Finance, Portfolio Management, Leadership Development, Small Business, Investments, Training, Program Management, Management Consulting, Organizational..., Start-ups, Coaching, Executive Coaching, Nonprofits, Entrepreneurship, Process Improvement, Change Management, Workshop Facilitation
Education
Benedictine University 2006 — 2009
Ph.D., Management - Organization Development
Garrett Evangelical Theological Seminary 2000 — 2006
MDiv, Theology
Northwestern University 1990 — 1992
Communication
Illinois Institute of Technology
BS, Computer Science
Lindblom Technical HS
DuPage AME
Speaker University
KidTek, NFP May 2005 - Present
David A. Noyes & Co. September 2000 - December 2009
Skills
Public Speaking, Access, Strategic Financial..., Technical Support, Windows Server, Team Building
Education
Keller Graduate School of Management of DeVry University 2004 — 2005
MPA, Non Profit Management
Keller Graduate School of Management of DeVry University 2002 — 2004
MBA, Project Management
Devry Institute of Technology 1997 — 2001
BS, Telecommunication Management
lindblom technical high school 1982 — 1985
David A. Noyes & Co. October 2006 - Present
Merrill Lynch 2002 - 2006
Conseco, Inc 1997 - 2002
Charles Schwab 1992 - 1997
Skills
Series 7, Mutual Funds, Investments, Wealth Management, Securities, Retirement Planning, Alternative Investments, Series 63, Retirement, Customer Service, Event Planning, Equities
Education
Hanover College 1983 — 1987
Silver Birch Capital Advisors, LLC October 2013 - Present
Apolo Biostreams, LLC March 2013 - Present
Indiana Merchant Banking and Brokerage Co., Inc. October 2009 - September 2013
David A. Noyes & Co. 2006 - 2009
City Securities Corporation 2000 - 2004
McDonald Investments 1997 - 2000
Skills
Strategy, Private Equity, Investment Banking, Venture Capital, Analysis, Alternative Investments, Corporate Development, Mergers & Acquisitions, Valuation, Capital Markets, Corporate Finance, Investments, M&A experience, Portfolio Management, Asset Management, Due Diligence, Financial Modeling, Business Valuation, Hedge Funds, LBO, Business Strategy, Funding, Financial Structuring, Executive Management, Divestitures, Private Placements, Restructuring
Education
Indiana University Bloomington 1995 — 1997
MBA, Finance
Northwestern University 1987 — 1991
Bachelor of Arts (B.A.), History
Legacy Wealth Group of David A. Noyes & Company April 2008 - Present
David A. Noyes & Co. March 2013 - Present
A.G. Edwards April 1998 - April 2008
Merrill Lynch December 1992 - April 1998
Blackbaud June 1990 - November 1992
Master Software Corporation June 1987 - June 1990
Belden October 1982 - September 1985
Skills
Client-centric, Personal Financial..., Institutional Portfolio..., Wealth Management, Retirement Planning, Business Transition..., Private Equity, Insurance Planning, Alternative Investments, Charitable Gift Planning, Estate Planning, Education Funding, Investment Management, Liability Management, Investment Banking, Hedge Funds, Asset Allocation, Financial Services
Education
Boston University Questrom School of Business 1985 — 1987
MBA, Finance & Accounting
Indiana University - Kelley School of Business 1978 — 1982
B.S., Marketing & Economics
David A. Noyes & Co. January 2015 - Present
Mesirow Financial February 2013 - August 2014
Advanced Equities, Inc. March 2009 - February 2013
Advanced Equities, Inc. August 2008 - March 2009
Advanced Equities, Inc./First Allied Securities, Inc. December 2006 - August 2008
Advanced Equities, Inc./First Allied Securities, Inc. March 2006 - August 2008
Citicorp Investment Services March 2003 - February 2006
Wayne Hummer Investments June 2002 - February 2003
PMC Mortgage Corp. October 2001 - February 2002
Deutsche Banc Alex. Brown LLC September 1998 - September 2001
Skills
Series 24, Series 7, Series 65, Series 63, Series 3 (expired), Health & Life Insurance..., Microsoft Excel, Access, Salesforce.com..., Microsoft Word, Bloomberg, SunGard Investran, Morningstar
Education
Marquette University 1992 — 1996
Bachelor of Science (B.S.), Finance
Promus Holdings, LLC April 2014 - Present
David A. Noyes & Co. June 2012 - March 2014
Aon McLagan June 2011 - March 2012
UBS Wealth Management January 2008 - March 2010
UBS Wealth Management January 2002 - December 2007
Paine Webber January 1995 - December 2001
GE Capital March 1990 - January 1994
Kidder Peabody December 1987 - March 1990
Kidder Peabody March 1986 - March 1988
Oppenheimer & Co. January 1985 - March 1986
Skills
Wealth Management, Strategic Financial..., Asset Managment, Investments, Mutual Funds, Risk Management, Financial Analysis, Portfolio Management
Education
Central Michigan University 1981 — 1983
Accounting, (accounting finance strategy)
McDonald Partners LLC August 2011 - Present
David A. Noyes & Co. February 2004 - August 2011
McDonald Investments June 1998 - February 2004
Merrill Lynch November 1987 - June 1998
Skills
Estate Planning, Retirement Planning, Financial Analysis, Financial Control, Speaking Engagements, Conference Speaking, Public Speaking, Charity Events, Major Donor Campaigns, New Business Development, Fundraisers, Financial Audits, Strategic Financial..., Investment Advisory, Finance, Financial Services, Financial Advisory, Strategy, Asset Allocation, Series 7, Wealth Management, Asset Management, Alternative Investments, Investments, Financial Planning
Education
Purdue University 1976 — 1980
BS Chemical Engineering, Chemical Engineering
University of Miami 1974 — 1976
Chemistry
Elements Wealth Management September 2008 - Present
Butler University 2008 - Present
HCLA 2013 - 2013
Charles Schwab & Co. February 2000 - September 2008
David A. Noyes & Co. May 1997 - February 2000
Thomson Consumer Electronics August 1995 - August 1996
Skills
Strategic Financial..., Investments, Series 7, Finance, Asset Allocation, Retirement, Asset Management, Insurance, Estate Planning, Securities, Investment Management, Life Insurance, Strategy, Management, Budgets
Education
College of Financial Planning 2009 — 2010
CFP®, Financial Planning
Butler University 1992 — 1997
International Management, Finance, Math, Spanish, Science
East Central
High School Diploma
David A. Noyes & Co. November 2013 - Present
David A. Noyes & Co. June 2013 - Present
David A. Noyes & Co. May 2007 - Present
Morgan Stanley 2001 - 2007
Merrill Lynch April 1994 - November 2001
Merrill Lynch April 1989 - March 1994
AT&T February 1978 - November 1987
Skills
Series 7, Asset Allocation, Mutual Funds, Financial Advisory, Investments, Asset Management, Sales, Series 63, Portfolio Management, Strategic Financial...
Education
Indiana University - Kelley School of Business 1979 — 1983
MBA, Marketing
Indiana University - Kelley School of Business 1975 — 1978
B.S., Marketing
David A. Noyes & Co. June 2014 - Present
Blue Fire Capital, LLC July 2011 - April 2014
Ronin Capital, LLC April 2006 - July 2011
TradeLink L.L.C July 1997 - April 2006
Sakura Dellsher, Inc April 1994 - July 1997
Quantum Financial Services, Inc September 1992 - April 1994
Merchants Trading Company January 1990 - September 1992
Merchants Trading Company April 1986 - September 1992
Merchants Trading Company January 1988 - December 1989
Merchants Trading Company April 1986 - December 1987
Skills
Financial Reporting, Finance, Accounting, Internal Controls, Investments, Budgets, Financial Modeling, Trading, Payroll, Hedge Funds
Education
Elmhurst College
Bachelor of Science, Business Administration
David A. Noyes & Co. June 2013 - Present
David A. Noyes & Co. March 2000 - Present
David A. Noyes & Co. March 2000 - August 2011
Skills
Investment Advisory, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Securities, Uniform Combined State..., Asset Management, Portfolio Management, Investment Management, Retirement Planning
Education
University of Kentucky 1994 — 1998
Bachelor of Business Administration (BBA), Management
Angie's List August 2014 - Present
Carrington Mortgage Services July 2013 - August 2014
Chase Investment Services Corporation January 2011 - July 2013
David A. Noyes & Co. November 2008 - January 2011
Morgan Stanley November 2007 - November 2008
Skills
Portfolio Management, Series 7, Investments, Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Asset Allocation, Investment Advisory, Retirement, Financial Analysis, Insurance, Estate Planning, Asset Management, IRAs, Investment Strategies, Investment Management, Customer Service, Strategic Planning, Leadership
Education
University of California, Davis 1997 — 2002
Bachelor of Arts, Psychology
Keller Williams Premiere Properties December 2013 - Present
DuPage County LETR June 2009 - 2014
CFI November 2011 - January 2013
David A. Noyes & Co. March 1997 - September 2001
Skills
Event Management, Fundraising, Business Management, Microsoft Office, Web Design, Windows 7, Marketing Communications, Management, Volunteer Management, Information Technology..., Information Technology, Information Technology..., Cyber Security..., Policy, Public Speaking, Nonprofits, Team Building, Homeland Security, Training, Leadership, Marketing, Customer Service, Microsoft Excel, Research, Sales
Education
DeVry University
Business Management / IT
Richard J. Daley College
Accounting and Finance
Fifth Third Securities 2003 - Present
David A. Noyes & Co. September 2000 - August 2003
Old Kent Bank 1989 - 1990
Education
Central Michigan University 1984 — 1988
BSBA, FINANCE
David A. Noyes & Co. June 2012 - September 2012
Skills
Financial Modeling, Fixed Income, Derivatives, Equities, Capital Markets, Marketing, Integrated Marketing, Brazilian Portuguese
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Arthur F. Harmon & Associates July 2012 - Present
David A. Noyes & Co. 1986 - 2012
Oppenheim, Appel, Dixon, C.P.A.'s 1985 - 1986
Doherty, Zable & Company, C.P.A.'s 1978 - 1985
Skills
Investments, Financial Analysis, Private Equity, Asset Management, Strategic Financial..., Mutual Funds, Series 7, Asset Allocation, Securities, Portfolio Management, Investment Advisory
Education
DePaul UniversityM.B.AM
Master of Business Administration (M.B.A.), Finance
University of Illinois at Chicago
Bachelor's degree, Accounting and Finance