Financial Strategy Network, LLC
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Financial Strategy Network, LLC Employees
Employee
Years
Job
Industry
Stephanie C. Nanney, CFP® Stephanie C. Nanney, CFP®'s Financial Strategy Network, LLC Experience September 2006 - Present
Job Financial Planner at Financial Strategy Network, LLC
Industry Financial Services
Experience
Financial Strategy Network, LLC September 2006 - Present
L'Oréal July 2004 - August 2006
Sure Fit June 2003 - June 2004
Education
Lehigh University 1999 — 2003
B.S. in Business & Economics, Marketing
New Trier High School 1995 — 1999
Financial Strategy Network, LLC September 2006 - Present
L'Oréal July 2004 - August 2006
Sure Fit June 2003 - June 2004
Education
Lehigh University 1999 — 2003
B.S. in Business & Economics, Marketing
New Trier High School 1995 — 1999
Jack Toner Jack Toner's Financial Strategy Network, LLC Experience June 2014 - August 2014
Job Student at The Johns Hopkins University
Industry Financial Services
Experience
Financial Strategy Network, LLC June 2014 - August 2014
Skills
PowerPoint, Microsoft Word, Leadership, Macroeconomics
Education
The Johns Hopkins University 2013 — 2017
Economics
Benet Academy 2009 — 2013
High School Degree
Financial Strategy Network, LLC June 2014 - August 2014
Skills
PowerPoint, Microsoft Word, Leadership, Macroeconomics
Education
The Johns Hopkins University 2013 — 2017
Economics
Benet Academy 2009 — 2013
High School Degree
Eric Voltzke Eric Voltzke's Financial Strategy Network, LLC Experience May 2013 - Present
Job Advisor / Qualified Plan Coordinator
Industry Financial Services
Experience
Financial Strategy Network, LLC May 2013 - Present
Trinity Financial Advisors LLC October 2012 - April 2013
Skills
Financial Analysis, Teamwork, Microsoft Office, Customer Service, Data Analysis, Investments, Finance, Microsoft Excel, PowerPoint, Social Media, Research, Microsoft Word, Public Speaking
Education
University of Minnesota-Duluth 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Financial Planning
Financial Strategy Network, LLC May 2013 - Present
Trinity Financial Advisors LLC October 2012 - April 2013
Skills
Financial Analysis, Teamwork, Microsoft Office, Customer Service, Data Analysis, Investments, Finance, Microsoft Excel, PowerPoint, Social Media, Research, Microsoft Word, Public Speaking
Education
University of Minnesota-Duluth 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Financial Planning
Elizabeth O'Brien Elizabeth O'Brien's Financial Strategy Network, LLC Experience June 2010 - August 2010
Job Senior Associate at Korn Ferry
Industry Staffing and Recruiting
Experience
Korn Ferry April 2015 - Present
CTPartners March 2014 - April 2015
Michael Page - US June 2011 - March 2014
Financial Strategy Network, LLC June 2010 - August 2010
First National Bank of La Grange June 2008 - August 2009
Skills
Hedge Funds, Financial Services, Asset Management, Recruiting, Permanent Placement, Screening Resumes, Candidate Generation, Investor Relations, Interview Preparation, Client Development, New Business Development, Private Equity, Leadership, Consulting, Talent Acquisition
Education
Boston College 2007 — 2011
BA, Economics
Universidad Carlos III de Madrid 2009 — 2009
Fenwick High School 2003 — 2007
Korn Ferry April 2015 - Present
CTPartners March 2014 - April 2015
Michael Page - US June 2011 - March 2014
Financial Strategy Network, LLC June 2010 - August 2010
First National Bank of La Grange June 2008 - August 2009
Skills
Hedge Funds, Financial Services, Asset Management, Recruiting, Permanent Placement, Screening Resumes, Candidate Generation, Investor Relations, Interview Preparation, Client Development, New Business Development, Private Equity, Leadership, Consulting, Talent Acquisition
Education
Boston College 2007 — 2011
BA, Economics
Universidad Carlos III de Madrid 2009 — 2009
Fenwick High School 2003 — 2007
Steven Lozier's Financial Strategy Network, LLC Experience May 2014 - July 2014
Job Director of Operations at Chick FilA Loyola Water Tower
Industry Market Research
Experience
Chick Fil-A Loyola May 2013 - Present
Greater North Michigan Avenue Trade Association August 2013 - Present
Chick Fil-A Loyola May 2013 - Present
Financial Strategy Network, LLC May 2014 - July 2014
Pro Sports Experience, LLC September 2013 - January 2014
Sacred Heart Schools October 2012 - August 2013
Santa Barbara Surf June 2012 - August 2012
SignNow June 2011 - August 2011
Skills
Public Speaking, Social Media, Customer Service, Teaching, Teamwork, PowerPoint, Microsoft Word, Community Outreach, Sports Management, SPSS, Qualtrics, Access, Marketing Research, Marketing Strategy, Sports Coaching, Labor Management, Project Management, Operations Management, Team Leadership, Strategic Hiring, People Development
Education
Loyola University of Chicago 2012 — 2014
Bachelor’s Degree, Marketing
Santa Barbara City College 2008 — 2011
"AA in Liberal Arts", Education
Carpinteria High school 2004 — 2008
Chick Fil-A Loyola May 2013 - Present
Greater North Michigan Avenue Trade Association August 2013 - Present
Chick Fil-A Loyola May 2013 - Present
Financial Strategy Network, LLC May 2014 - July 2014
Pro Sports Experience, LLC September 2013 - January 2014
Sacred Heart Schools October 2012 - August 2013
Santa Barbara Surf June 2012 - August 2012
SignNow June 2011 - August 2011
Skills
Public Speaking, Social Media, Customer Service, Teaching, Teamwork, PowerPoint, Microsoft Word, Community Outreach, Sports Management, SPSS, Qualtrics, Access, Marketing Research, Marketing Strategy, Sports Coaching, Labor Management, Project Management, Operations Management, Team Leadership, Strategic Hiring, People Development
Education
Loyola University of Chicago 2012 — 2014
Bachelor’s Degree, Marketing
Santa Barbara City College 2008 — 2011
"AA in Liberal Arts", Education
Carpinteria High school 2004 — 2008
Zachary Trunk's Financial Strategy Network, LLC Experience June 2015 - Present
Job Summer Intern at Financial Strategy Network, LLC
Industry Financial Services
Experience
Financial Strategy Network, LLC June 2015 - Present
Fulton Financial Advisors June 2014 - August 2014
Tropical Smoothie Café March 2011 - August 2013
Skills
Microsoft Office
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor's Degree, Finance, General
WU (Vienna University of Economics and Business)
Finance, General
Manheim Township High School 2009 — 2012
Financial Strategy Network, LLC June 2015 - Present
Fulton Financial Advisors June 2014 - August 2014
Tropical Smoothie Café March 2011 - August 2013
Skills
Microsoft Office
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor's Degree, Finance, General
WU (Vienna University of Economics and Business)
Finance, General
Manheim Township High School 2009 — 2012
Alex Puccillo Alex Puccillo's Financial Strategy Network, LLC Experience May 2001 - October 2003
Job Senior Regional Manager at SRM Business Resources
Industry Health, Wellness and Fitness
Experience
SRM Business Resources September 2009 - Present
Cardinal Fitness October 2005 - September 2009
Cardinal Fitness December 2004 - October 2005
Cardinal Fitness October 2003 - December 2004
Let it Ride Delivery, LLC December 2002 - December 2004
Financial Strategy Network, LLC May 2001 - October 2003
Wells Fargo 2001 - 2001
Morningstar June 2000 - August 2000
Skills
Sales Consulting, Team Building, Growing Businesses, Positive and Energetic..., Client Experience and..., Staff Management..., Marketing and Community..., Organizational..., Time Management, Motivational Leadership, Staff Mentoring and..., Operations Management, Customer Service..., Leadership, Staff Management, Marketing, Customer Retention, Management, Fitness, Networking, Sales Management, Training, Budgets, Customer Service, Cold Calling, Coaching, Sports, Interviews, Social Networking, Sales Operations
Education
Saint Xavier University 1997 — 2001
Bachelor of Science, Finance Cum Laude
Andrew H.S. 1993 — 1997
SRM Business Resources September 2009 - Present
Cardinal Fitness October 2005 - September 2009
Cardinal Fitness December 2004 - October 2005
Cardinal Fitness October 2003 - December 2004
Let it Ride Delivery, LLC December 2002 - December 2004
Financial Strategy Network, LLC May 2001 - October 2003
Wells Fargo 2001 - 2001
Morningstar June 2000 - August 2000
Skills
Sales Consulting, Team Building, Growing Businesses, Positive and Energetic..., Client Experience and..., Staff Management..., Marketing and Community..., Organizational..., Time Management, Motivational Leadership, Staff Mentoring and..., Operations Management, Customer Service..., Leadership, Staff Management, Marketing, Customer Retention, Management, Fitness, Networking, Sales Management, Training, Budgets, Customer Service, Cold Calling, Coaching, Sports, Interviews, Social Networking, Sales Operations
Education
Saint Xavier University 1997 — 2001
Bachelor of Science, Finance Cum Laude
Andrew H.S. 1993 — 1997
Alexandria Cutrone Alexandria Cutrone's Financial Strategy Network, LLC Experience June 2011 - August 2011
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments May 2014 - July 2015
Fidelity Investments June 2013 - August 2013
Fidelity Investments June 2012 - August 2012
Financial Strategy Network, LLC June 2011 - August 2011
Skills
Series 7, Series 63, Series 65, Voice of the Customer..., Customer Experience..., Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, PowerPoint
Education
University of Michigan 2010 — 2014
Bachelor's degree
Lorenzo de' Medici 2013 — 2013
Fidelity Investments August 2015 - Present
Fidelity Investments May 2014 - July 2015
Fidelity Investments June 2013 - August 2013
Fidelity Investments June 2012 - August 2012
Financial Strategy Network, LLC June 2011 - August 2011
Skills
Series 7, Series 63, Series 65, Voice of the Customer..., Customer Experience..., Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, PowerPoint
Education
University of Michigan 2010 — 2014
Bachelor's degree
Lorenzo de' Medici 2013 — 2013
Jim Weil CFP®, CIMA®, ChFC®'s Financial Strategy Network, LLC Experience January 1999 - Present
Job Financial Planner at Financial Strategy Network, LLC
Industry Financial Services
Experience
Financial Strategy Network, LLC January 1999 - Present
Cigna Financial Advisors December 1989 - December 1998
Skills
Strategic Tax Planning, Financial Planning, Estate Planning, Investment Advisory, Qualified Plan Analysis, Strategic Financial...
Education
Purdue University 1985 — 1989
B.S., Financial Planning
Financial Strategy Network, LLC January 1999 - Present
Cigna Financial Advisors December 1989 - December 1998
Skills
Strategic Tax Planning, Financial Planning, Estate Planning, Investment Advisory, Qualified Plan Analysis, Strategic Financial...
Education
Purdue University 1985 — 1989
B.S., Financial Planning
Steve Merdinger ChFC®, CFP®'s Financial Strategy Network, LLC Experience October 1988 - Present
Job Financial Planner at Financial Strategy Network
Industry Financial Services
Experience
Financial Strategy Network, LLC October 1988 - Present
Education
University of Kansas 1976 — 1980
Bachelor of Business Administration (BBA)
Financial Strategy Network, LLC October 1988 - Present
Education
University of Kansas 1976 — 1980
Bachelor of Business Administration (BBA)
Jeffrey Toner ChFC®'s Financial Strategy Network, LLC Experience November 1984 - Present
Job Financial Planner at Financial Strategy Network, LLC
Industry Financial Services
Experience
Financial Strategy Network, LLC November 1984 - Present
Skills
Estate Planning, Series 7, Strategic Financial..., Wealth Accumulation, Holistic Financial..., Income Protection, SMSF, Executive Benefit..., Education Funding, Personal Financial..., Protection..., Managed Funds, Asset Allocation, Financial Advisory, Retirement Planning
Education
The American College 1986 — 1988
ChFC, Financial planning
University of Notre Dame 1980 — 1984
BA, Great books program
Financial Strategy Network, LLC November 1984 - Present
Skills
Estate Planning, Series 7, Strategic Financial..., Wealth Accumulation, Holistic Financial..., Income Protection, SMSF, Executive Benefit..., Education Funding, Personal Financial..., Protection..., Managed Funds, Asset Allocation, Financial Advisory, Retirement Planning
Education
The American College 1986 — 1988
ChFC, Financial planning
University of Notre Dame 1980 — 1984
BA, Great books program
Shannon Leahy Shannon Leahy's Financial Strategy Network, LLC Experience May 2012 - August 2012
Job Staff Accountant at Borhart Spellmeyer & Company, LLC
Industry Accounting
Experience
Borhart Spellmeyer & Company, LLC June 2014 - Present
FleishmanHillard January 2014 - May 2014
Financial Strategy Network, LLC May 2012 - August 2012
McCulley Financial Group May 2012 - August 2012
Gateway Pension Services October 2010 - May 2011
Skills
Microsoft Office, PeopleSoft, Data Entry, PowerPoint, Leadership, Customer Service, Auditing, Tax Preparation, Financial Statements
Education
Saint Louis University 2010 — 2014
Bachelor's Degree, Accounting
Borhart Spellmeyer & Company, LLC June 2014 - Present
FleishmanHillard January 2014 - May 2014
Financial Strategy Network, LLC May 2012 - August 2012
McCulley Financial Group May 2012 - August 2012
Gateway Pension Services October 2010 - May 2011
Skills
Microsoft Office, PeopleSoft, Data Entry, PowerPoint, Leadership, Customer Service, Auditing, Tax Preparation, Financial Statements
Education
Saint Louis University 2010 — 2014
Bachelor's Degree, Accounting
Greg Bogdan, CFP®'s Financial Strategy Network, LLC Experience 2015 - Present
Job Financial Planner at Financial Strategy Network, LLC
Industry Financial Services
Experience
Financial Strategy Network, LLC 2015 - Present
Ameriprise Financial July 2008 - May 2014
Sohn & Associates September 2006 - July 2008
Sohn & Associates June 2005 - September 2006
Skills
Wealth Accumulation, Investment Strategies, Tax Efficiency, High Net Worth..., Retirement Planning, Estate Planning, Retirement Income..., College Education..., Estate Tax Planning, Revocable Trusts, Employee Stock Options, Irrevocable Life..., Taxation of Trusts, Wealth Preservation..., Multi-generational..., Alternative Investments, Employee Benefits, Disability Insurance, Asset Management, Insurance, Bonds
Education
UGA Terry College of Business 2008 — 2009
Certified Financial Planner Program
Bentley University 2002 — 2006
Bachelor of Science (BS), Finance
Financial Strategy Network, LLC 2015 - Present
Ameriprise Financial July 2008 - May 2014
Sohn & Associates September 2006 - July 2008
Sohn & Associates June 2005 - September 2006
Skills
Wealth Accumulation, Investment Strategies, Tax Efficiency, High Net Worth..., Retirement Planning, Estate Planning, Retirement Income..., College Education..., Estate Tax Planning, Revocable Trusts, Employee Stock Options, Irrevocable Life..., Taxation of Trusts, Wealth Preservation..., Multi-generational..., Alternative Investments, Employee Benefits, Disability Insurance, Asset Management, Insurance, Bonds
Education
UGA Terry College of Business 2008 — 2009
Certified Financial Planner Program
Bentley University 2002 — 2006
Bachelor of Science (BS), Finance
Matt Small's Financial Strategy Network, LLC Experience 2004 - 2004
Job Senior Director of Business Development at SmartRoom
Industry Information Services
Experience
SmartRoom November 2014 - Present
SmartRoom 2011 - 2014
Stout Risius Ross 2009 - 2011
Stout Risius Ross 2006 - 2009
Gulfstream Partners, LP 2005 - 2005
Financial Strategy Network, LLC 2004 - 2004
Skills
Sales, Customer Service, Information Management, Information Technology, Due Diligence, Mergers, Financial Analysis, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Management, Strategy, Finance, Investments, Business Development, Cloud Computing, Investment Banking, Leadership, Accounting
Education
Indiana University - Kelley School of Business 2002 — 2006
BS, Finance
SmartRoom November 2014 - Present
SmartRoom 2011 - 2014
Stout Risius Ross 2009 - 2011
Stout Risius Ross 2006 - 2009
Gulfstream Partners, LP 2005 - 2005
Financial Strategy Network, LLC 2004 - 2004
Skills
Sales, Customer Service, Information Management, Information Technology, Due Diligence, Mergers, Financial Analysis, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Management, Strategy, Finance, Investments, Business Development, Cloud Computing, Investment Banking, Leadership, Accounting
Education
Indiana University - Kelley School of Business 2002 — 2006
BS, Finance
Steve O'Hara's Financial Strategy Network, LLC Experience January 1996 - March 2011
Job Financial Advisor, Principal
Industry Financial Services
Experience
CLA Financial Advisors, LLC March 2011 - Present
Financial Strategy Network, LLC January 1996 - March 2011
Cigna Financial Services July 1984 - January 1997
Skills
Series 7, Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Investment Advisory, Financial Advisory, Retirement, Asset Allocation, Mutual Funds, Investments, Series 63, Series 65, Investment Strategies, 401k Rollovers
Education
National University of San Diego 1979 — 1982
Master of Business Administration (MBA), Finance
University of Michigan - Stephen M. Ross School of Business 1974 — 1977
BBA, Business, Finance
CLA Financial Advisors, LLC March 2011 - Present
Financial Strategy Network, LLC January 1996 - March 2011
Cigna Financial Services July 1984 - January 1997
Skills
Series 7, Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Investment Advisory, Financial Advisory, Retirement, Asset Allocation, Mutual Funds, Investments, Series 63, Series 65, Investment Strategies, 401k Rollovers
Education
National University of San Diego 1979 — 1982
Master of Business Administration (MBA), Finance
University of Michigan - Stephen M. Ross School of Business 1974 — 1977
BBA, Business, Finance
Craig C. Richart, CLU, ChFC, CFP®'s Financial Strategy Network, LLC Experience January 1992 - Present
Job Financial Planner at Financial Strategy Network, LLC
Industry Financial Services
Experience
Financial Strategy Network, LLC January 1992 - Present
Education
Shippensburg University of Pennsylvania 1967 — 1971
BS in Business Administration
Financial Strategy Network, LLC January 1992 - Present
Education
Shippensburg University of Pennsylvania 1967 — 1971
BS in Business Administration
Diana Sanborn's Financial Strategy Network, LLC Experience June 2012 - August 2012
Job Environmental Education Coordinator at Student Conservation Association
Industry Environmental Services
Experience
Student Conservation Association July 2015 - Present
Walt Disney World January 2015 - June 2015
Walt Disney World June 2014 - January 2015
Boston College Office of Residential Life September 2011 - May 2014
Financial Strategy Network, LLC June 2012 - August 2012
Chicago Zoological Society/Brookfield Zoo May 2012 - August 2012
Harvard University Museum of Comparative Zoology November 2010 - May 2011
Skills
Microsoft Office, Leadership, Organization, Highly Dedicated, People Skills, Customer Service, Problem Solving, Oral & Written..., Social Media, Research
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Applied Psychology/ Human Development (Focus in Human Resources) & Biology, Minor in Italian
John Cabot University 2013 — 2013
Saint Ignatius College Preparatory 2006 — 2010
Student Conservation Association July 2015 - Present
Walt Disney World January 2015 - June 2015
Walt Disney World June 2014 - January 2015
Boston College Office of Residential Life September 2011 - May 2014
Financial Strategy Network, LLC June 2012 - August 2012
Chicago Zoological Society/Brookfield Zoo May 2012 - August 2012
Harvard University Museum of Comparative Zoology November 2010 - May 2011
Skills
Microsoft Office, Leadership, Organization, Highly Dedicated, People Skills, Customer Service, Problem Solving, Oral & Written..., Social Media, Research
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Applied Psychology/ Human Development (Focus in Human Resources) & Biology, Minor in Italian
John Cabot University 2013 — 2013
Saint Ignatius College Preparatory 2006 — 2010
Buck Martin's Financial Strategy Network, LLC Experience June 2015 - Present
Job Intern at Financial Strategy Network
Industry Financial Services
Experience
Financial Strategy Network, LLC June 2015 - Present
Skills
Microsoft Excel, Microsoft Office
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor’s Degree, Financial Planning
Prairie RIdge High School 2008 — 2012
High School
Financial Strategy Network, LLC June 2015 - Present
Skills
Microsoft Excel, Microsoft Office
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor’s Degree, Financial Planning
Prairie RIdge High School 2008 — 2012
High School