Forest Financial Group, Inc.
Industry: Company
DescriptionFounded: 1998 Parent organization: Hub International
Forest Financial Group, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Forest Financial Group, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Forest Financial Group, Inc. Employees
Employee
Years
Job
Industry
Bobby Barrett Bobby Barrett's Forest Financial Group, Inc. Experience September 2014 - Present
Job Intern at Forest Financial Group, Inc.
Industry Financial Services
Experience
Forest Financial Group, Inc. September 2014 - Present
Lake Forest Foresters Hockey Team August 2011 - Present
MJ Partners Real Estate Services May 2014 - August 2014
Integral Hockey Stick Repair Franchise April 2013 - August 2014
Alley Company: Investment Management January 2014 - May 2014
American Marketing Association January 2013 - April 2014
Grosse Pointe South High School Men's Hockey Team May 2013 - August 2013
BB's Yacht Maintenance/Cleaning Company January 2007 - January 2012
LaSalle Vipers August 2008 - June 2011
Gelato Cafe January 2009 - January 2011
Skills
Blogging, Equity Trading, Econometrics, JavaScript, Asset Allocation, Marketing, Social Media Marketing, Social Networking
Education
Lake Forest College 2011 — 2015
Bachelor of Arts (B.A.), Finance
University of Michigan 2009 — 2011
Bachelor of Arts (B.A.), Finance
Forest Financial Group, Inc. September 2014 - Present
Lake Forest Foresters Hockey Team August 2011 - Present
MJ Partners Real Estate Services May 2014 - August 2014
Integral Hockey Stick Repair Franchise April 2013 - August 2014
Alley Company: Investment Management January 2014 - May 2014
American Marketing Association January 2013 - April 2014
Grosse Pointe South High School Men's Hockey Team May 2013 - August 2013
BB's Yacht Maintenance/Cleaning Company January 2007 - January 2012
LaSalle Vipers August 2008 - June 2011
Gelato Cafe January 2009 - January 2011
Skills
Blogging, Equity Trading, Econometrics, JavaScript, Asset Allocation, Marketing, Social Media Marketing, Social Networking
Education
Lake Forest College 2011 — 2015
Bachelor of Arts (B.A.), Finance
University of Michigan 2009 — 2011
Bachelor of Arts (B.A.), Finance
Meredith Brewster Meredith Brewster's Forest Financial Group, Inc. Experience May 2009 - August 2009
Job Marketing and Online Manager at Sugar Paper LA
Industry Public Relations and Communications
Experience
Sugar Paper LA January 2013 - Present
JS2 Communications May 2012 - December 2012
Ink PR September 2011 - December 2011
Paper Source May 2011 - August 2011
C. Grant & Co. May 2010 - August 2010
Under Armour October 2009 - October 2009
Forest Financial Group, Inc. May 2009 - August 2009
Skills
Microsoft Office, Photoshop, Blogging, Social Media Marketing, Editing, Marketing, Microsoft Excel, Social Media, Facebook, PowerPoint, Public Relations, Event Planning, Microsoft Word, Press Releases, Public Speaking, Customer Service, Teamwork
Education
Pepperdine University 2008 — 2012
Bachelor of Arts (B.A.), Public Relations, Marketing
Woodlands Academy of the Sacred Heart 2005 — 2008
High School Diploma
Sugar Paper LA January 2013 - Present
JS2 Communications May 2012 - December 2012
Ink PR September 2011 - December 2011
Paper Source May 2011 - August 2011
C. Grant & Co. May 2010 - August 2010
Under Armour October 2009 - October 2009
Forest Financial Group, Inc. May 2009 - August 2009
Skills
Microsoft Office, Photoshop, Blogging, Social Media Marketing, Editing, Marketing, Microsoft Excel, Social Media, Facebook, PowerPoint, Public Relations, Event Planning, Microsoft Word, Press Releases, Public Speaking, Customer Service, Teamwork
Education
Pepperdine University 2008 — 2012
Bachelor of Arts (B.A.), Public Relations, Marketing
Woodlands Academy of the Sacred Heart 2005 — 2008
High School Diploma
Emily Serio's Forest Financial Group, Inc. Experience April 2009 - May 2012
Job Account Executive at Cowan Benefit Services
Industry Insurance
Experience
Cowan Benefit Services June 2012 - Present
Forest Financial Group, Inc. April 2009 - May 2012
Forest Financial Group, Inc. August 2008 - March 2009
Humana 2007 - 2008
Concierge Corporate Services LLP October 2005 - June 2007
Sears Holdings Corporation 2004 - 2005
Skills
Employee Benefits, Health Insurance, Brokers, Disability Insurance, Customer Service, Life Insurance, Account Management, Customer Relations, Negotiation, Healthcare, Dental Insurance, Medical Insurance, Vision Insurance, FSA, HSA/HRA, Self-funded, Relationship Management, Presentations, Vendor Management, Problem Solving, Project Management
Education
Indiana University - Kelley School of Business 2000 — 2004
Bachelor of Science (B.S.), Marketing
Cowan Benefit Services June 2012 - Present
Forest Financial Group, Inc. April 2009 - May 2012
Forest Financial Group, Inc. August 2008 - March 2009
Humana 2007 - 2008
Concierge Corporate Services LLP October 2005 - June 2007
Sears Holdings Corporation 2004 - 2005
Skills
Employee Benefits, Health Insurance, Brokers, Disability Insurance, Customer Service, Life Insurance, Account Management, Customer Relations, Negotiation, Healthcare, Dental Insurance, Medical Insurance, Vision Insurance, FSA, HSA/HRA, Self-funded, Relationship Management, Presentations, Vendor Management, Problem Solving, Project Management
Education
Indiana University - Kelley School of Business 2000 — 2004
Bachelor of Science (B.S.), Marketing
Nicholas Gialamas Nicholas Gialamas's Forest Financial Group, Inc. Experience June 1998 - Present
Job
Industry Insurance
Experience
Forest Capital Management June 2014 - Present
Forest Financial Group, Inc. June 1998 - Present
Skills
Employee Benefits, Risk Management, Wealth Management, HR Consulting, Consumer Healthcare, Employee Wellness..., Health Insurance, Insurance, Disability Insurance, Life Insurance, 401k, Customer Service, Sales Leadership, Public Speaking, Healthcare Consulting, Sales Management, Strategic Consulting, Thought Leadership, Management, Strategic Planning, Brokers, Strategy, Leadership, Health Savings Accounts, Finance, Benefits Administration, Executive Management, Workers Compensation, Underwriting, Long-term Care, Small Business, Consulting, General Insurance, Retirement Planning, Fixed Annuities, Managed Care, Medicare
Education
Northern Illinois University 1990 — 1994
Business, Marketing
Forest Capital Management June 2014 - Present
Forest Financial Group, Inc. June 1998 - Present
Skills
Employee Benefits, Risk Management, Wealth Management, HR Consulting, Consumer Healthcare, Employee Wellness..., Health Insurance, Insurance, Disability Insurance, Life Insurance, 401k, Customer Service, Sales Leadership, Public Speaking, Healthcare Consulting, Sales Management, Strategic Consulting, Thought Leadership, Management, Strategic Planning, Brokers, Strategy, Leadership, Health Savings Accounts, Finance, Benefits Administration, Executive Management, Workers Compensation, Underwriting, Long-term Care, Small Business, Consulting, General Insurance, Retirement Planning, Fixed Annuities, Managed Care, Medicare
Education
Northern Illinois University 1990 — 1994
Business, Marketing
Edyth Jagielski Edyth Jagielski's Forest Financial Group, Inc. Experience April 2014 - Present
Job Financial Analyst at Forest Financial Group, Inc.
Industry Accounting
Experience
Forest Financial Group, Inc. April 2014 - Present
BBP Custom Builders 2001 - Present
Banco Popular North America 2000 - 2001
The Oxford Companies 1996 - 1999
Skills
Client Relations, Financial..., Administrative Support, Records Management, Needs Assessment, Strategic Reporting, Compliance, QuickBooks Pro 2013, Threshold, DBC, Access, Excel, Lotus, MS Word, PowerPoint
Education
Loyola University of Chicago
Master of Business Administration (MBA), Finance
Loyola University Chicago
Bachelor of Business Administration (BBA), Finance
Forest Financial Group, Inc. April 2014 - Present
BBP Custom Builders 2001 - Present
Banco Popular North America 2000 - 2001
The Oxford Companies 1996 - 1999
Skills
Client Relations, Financial..., Administrative Support, Records Management, Needs Assessment, Strategic Reporting, Compliance, QuickBooks Pro 2013, Threshold, DBC, Access, Excel, Lotus, MS Word, PowerPoint
Education
Loyola University of Chicago
Master of Business Administration (MBA), Finance
Loyola University Chicago
Bachelor of Business Administration (BBA), Finance
Aubrey Konrath's Forest Financial Group, Inc. Experience November 2013 - Present
Job Administrative Support Specialist at Forest Financial Group, Inc.
Industry Writing and Editing
Experience
Forest Financial Group, Inc. November 2013 - Present
Berkshire Hathaway HomeServices September 2012 - March 2015
The Christmas Tree Company November 2012 - November 2013
The Green Teaist September 2008 - October 2012
Lake Forest College September 2007 - December 2008
Rockford College September 2005 - May 2007
Skills
Editing, Team Building, Event Planning, Event Management, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Digital Photography, Social Media Marketing, Social Networking, Graphic Design, Online Marketing, Blogging, Advertising, Creative Writing, Marketing
Education
Lake Forest College 2007 — 2009
English
Rockford College 2005 — 2007
Forest Financial Group, Inc. November 2013 - Present
Berkshire Hathaway HomeServices September 2012 - March 2015
The Christmas Tree Company November 2012 - November 2013
The Green Teaist September 2008 - October 2012
Lake Forest College September 2007 - December 2008
Rockford College September 2005 - May 2007
Skills
Editing, Team Building, Event Planning, Event Management, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Digital Photography, Social Media Marketing, Social Networking, Graphic Design, Online Marketing, Blogging, Advertising, Creative Writing, Marketing
Education
Lake Forest College 2007 — 2009
English
Rockford College 2005 — 2007
Courtney Pioszak Courtney Pioszak's Forest Financial Group, Inc. Experience May 2007 - May 2012
Job Client Service Associate at Morgan Stanley Smith Barney
Industry Insurance
Experience
Morgan Stanley Smith Barney April 2012 - Present
Forest Financial Group, Inc. May 2007 - May 2012
Guaranteed Rate April 2006 - May 2007
Guaranteed Rate March 2004 - April 2006
Education
Michigan State University 1998 — 2003
Bachelor of Commincation Arts and Sciences
Morgan Stanley Smith Barney April 2012 - Present
Forest Financial Group, Inc. May 2007 - May 2012
Guaranteed Rate April 2006 - May 2007
Guaranteed Rate March 2004 - April 2006
Education
Michigan State University 1998 — 2003
Bachelor of Commincation Arts and Sciences
Lisa Jerger Lisa Jerger's Forest Financial Group, Inc. Experience May 2003 - Present
Job Vice President, Client Services and Key Accounts at Forest Financial Group, Inc.
Industry Insurance
Experience
Forest Financial Group, Inc. May 2003 - Present
Skills
Employee Wellness..., Employee Benefits, Customer Service, Leadership, Human Resources, Management, Benefits Administration, Life Insurance, Insurance, Health Insurance, Health Savings Accounts, Disability Insurance, Brokers, Workers Compensation, Underwriting, Strategy
Education
Lake Forest Graduate School of Management 2011 — 2014
MBA, General MBA
Lake Forest College 1999 — 2003
BA, Business, Sociology
Forest Financial Group, Inc. May 2003 - Present
Skills
Employee Wellness..., Employee Benefits, Customer Service, Leadership, Human Resources, Management, Benefits Administration, Life Insurance, Insurance, Health Insurance, Health Savings Accounts, Disability Insurance, Brokers, Workers Compensation, Underwriting, Strategy
Education
Lake Forest Graduate School of Management 2011 — 2014
MBA, General MBA
Lake Forest College 1999 — 2003
BA, Business, Sociology
George Gountanis George Gountanis's Forest Financial Group, Inc. Experience July 2006 - Present
Job Benefits Consultant at Forest Financial Group, Inc.
Industry Insurance
Experience
Forest Financial Group, Inc. July 2006 - Present
Education
Northern Illinois University 1990 — 1994
BA, Political Science
Forest Financial Group, Inc. July 2006 - Present
Education
Northern Illinois University 1990 — 1994
BA, Political Science
Nick Touzios's Forest Financial Group, Inc. Experience June 2005 - Present
Job Employee Benefits Consultant at Forest Financial Group, Inc.
Industry Insurance
Experience
Forest Financial Group, Inc. June 2005 - Present
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2002
BS, Economics
Forest Financial Group, Inc. June 2005 - Present
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2002
BS, Economics
Carol Welch Carol Welch's Forest Financial Group, Inc. Experience September 2001 - Present
Job VP Client Services at Forest Financial Group, Inc.
Industry Insurance
Experience
Forest Financial Group, Inc. September 2001 - Present
Lakeview Technology May 1998 - February 2001
Lante Corporation 1988 - 1998
Skills
HR Consulting, Insurance, Health Insurance, Disability Insurance, Employee Benefits, Benefits Administration, Strategic Planning, Term Life Insurance, Brokers, Health Savings Accounts, Workers Compensation, Management, General Insurance
Education
Illinois State University 1984 — 1988
BA, Management and Business Administration
Illinois State University 1984 — 1988
BA, Management and Business Administration
Forest Financial Group, Inc. September 2001 - Present
Lakeview Technology May 1998 - February 2001
Lante Corporation 1988 - 1998
Skills
HR Consulting, Insurance, Health Insurance, Disability Insurance, Employee Benefits, Benefits Administration, Strategic Planning, Term Life Insurance, Brokers, Health Savings Accounts, Workers Compensation, Management, General Insurance
Education
Illinois State University 1984 — 1988
BA, Management and Business Administration
Illinois State University 1984 — 1988
BA, Management and Business Administration
John Savas, SHRM-SCP, SPHR John Savas, SHRM-SCP, SPHR's Forest Financial Group, Inc. Experience March 2010 - Present
Job Senior Vice President at Forest Financial Group, Inc.
Industry Human Resources
Experience
Forest Financial Group, Inc. March 2010 - Present
Blue Prairie Group January 2004 - March 2010
The Pampered Chef April 2002 - September 2003
Tuthill Corporation 1999 - 2002
DSC Logistics 1997 - 1999
MacArthur Foundation 1993 - 1997
Skills
Compensation, Employee Benefits, Speaking Engagements, Workplace Violence, Performance Management, Training & Development, Executive Coaching, Professional Staffing, Talent Management, Total Rewards, Strategic Planning, Leadership Development, Labor Relations, Employee Relations, Employee Engagement, Retirement Plans, Organizational..., Policy Writing, Workplace Investigations, Public Speaking, Workplace Safety, Workforce Planning, Succession Planning, Personnel Management, Human Resources, Interviews, Recruiting, HRIS, FMLA, New Hire Orientations, Leadership, HR Consulting, Strategic HR, Retirement Planning, Employer Branding, Training, Onboarding, Talent Acquisition, Organizational..., Strategy, Compensation & Benefit, Employee Training, Career Development, Internal Communications, HR Transformation, Deferred Compensation, Organizational Design, HR Policies, SPHR, College Recruiting
Education
Northern Illinois University
MBA, HR Management
Northern Illinois University
BS, Personnel & Industrial Relations Management
Forest Financial Group, Inc. March 2010 - Present
Blue Prairie Group January 2004 - March 2010
The Pampered Chef April 2002 - September 2003
Tuthill Corporation 1999 - 2002
DSC Logistics 1997 - 1999
MacArthur Foundation 1993 - 1997
Skills
Compensation, Employee Benefits, Speaking Engagements, Workplace Violence, Performance Management, Training & Development, Executive Coaching, Professional Staffing, Talent Management, Total Rewards, Strategic Planning, Leadership Development, Labor Relations, Employee Relations, Employee Engagement, Retirement Plans, Organizational..., Policy Writing, Workplace Investigations, Public Speaking, Workplace Safety, Workforce Planning, Succession Planning, Personnel Management, Human Resources, Interviews, Recruiting, HRIS, FMLA, New Hire Orientations, Leadership, HR Consulting, Strategic HR, Retirement Planning, Employer Branding, Training, Onboarding, Talent Acquisition, Organizational..., Strategy, Compensation & Benefit, Employee Training, Career Development, Internal Communications, HR Transformation, Deferred Compensation, Organizational Design, HR Policies, SPHR, College Recruiting
Education
Northern Illinois University
MBA, HR Management
Northern Illinois University
BS, Personnel & Industrial Relations Management
Dorothy Coletta Dorothy Coletta's Forest Financial Group, Inc. Experience September 2014 - Present
Job VP, Client Services at Forest Financial Group, Inc.
Industry Insurance
Experience
Forest Financial Group, Inc. September 2014 - Present
Haven Youth and Family Services August 2014 - Present
Industrial Insurance Associates December 2013 - August 2014
Total Benefit Services, Inc. July 2010 - December 2013
Junior League of Evanston-North Shore June 2012 - June 2013
Jr. League of Northern Westchester 2009 - 2010
Richard Oliver House 2006 - 2010
The Gold Standard 2004 - 2006
National Accounts 1987 - 1997
Skills
Account Management, Accounting, Marketing, Management, Training, Customer Service, Event Planning, Sales, Budgets, Selling, Leadership, Negotiation, Contract Negotiation, Microsoft Excel, Strategic Planning, Marketing Strategy, Inventory Management, New Business Development, Fundraising, Non-profit Leadership, Employee Benefits, Public Relations, Customer Satisfaction, Nonprofits, Small Business, Finance, Policy, Insurance, Team Building, Public Speaking, Social Media Marketing, Event Management, Marketing Communications, Social Networking, Program Management
Education
Northern Illinois University 1983 — 1987
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION AND MANAGEMENT
Northern Illinois University 1983 — 1987
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Forest Financial Group, Inc. September 2014 - Present
Haven Youth and Family Services August 2014 - Present
Industrial Insurance Associates December 2013 - August 2014
Total Benefit Services, Inc. July 2010 - December 2013
Junior League of Evanston-North Shore June 2012 - June 2013
Jr. League of Northern Westchester 2009 - 2010
Richard Oliver House 2006 - 2010
The Gold Standard 2004 - 2006
National Accounts 1987 - 1997
Skills
Account Management, Accounting, Marketing, Management, Training, Customer Service, Event Planning, Sales, Budgets, Selling, Leadership, Negotiation, Contract Negotiation, Microsoft Excel, Strategic Planning, Marketing Strategy, Inventory Management, New Business Development, Fundraising, Non-profit Leadership, Employee Benefits, Public Relations, Customer Satisfaction, Nonprofits, Small Business, Finance, Policy, Insurance, Team Building, Public Speaking, Social Media Marketing, Event Management, Marketing Communications, Social Networking, Program Management
Education
Northern Illinois University 1983 — 1987
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION AND MANAGEMENT
Northern Illinois University 1983 — 1987
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Monica Lozano Monica Lozano's Forest Financial Group, Inc. Experience May 2012 - Present
Job Employee Benefits Consultant
Industry Insurance
Experience
Forest Financial Group, Inc. May 2012 - Present
MKTG, Inc. March 2010 - May 2012
Extended Care Consulting, LLC August 2011 - March 2012
TEAM Enterprises September 2010 - December 2010
CJE SeniorLife November 2007 - June 2010
Walt Disney World June 2006 - September 2006
Skills
Customer Service, Employee Benefits, Event Management, Public Speaking, Social Media Marketing, Employee Wellness..., Health Insurance, Event Planning, Account Management, Social Media, Marketing, Strategic Planning, Insurance, Management, Nonprofits, Team Building, Sales, Leadership, Microsoft Office, Training, Healthcare, Microsoft Excel, PowerPoint, Social Networking
Education
DePaul University 2003 — 2007
B.A.
Northside College Prep 1999 — 2003
Forest Financial Group, Inc. May 2012 - Present
MKTG, Inc. March 2010 - May 2012
Extended Care Consulting, LLC August 2011 - March 2012
TEAM Enterprises September 2010 - December 2010
CJE SeniorLife November 2007 - June 2010
Walt Disney World June 2006 - September 2006
Skills
Customer Service, Employee Benefits, Event Management, Public Speaking, Social Media Marketing, Employee Wellness..., Health Insurance, Event Planning, Account Management, Social Media, Marketing, Strategic Planning, Insurance, Management, Nonprofits, Team Building, Sales, Leadership, Microsoft Office, Training, Healthcare, Microsoft Excel, PowerPoint, Social Networking
Education
DePaul University 2003 — 2007
B.A.
Northside College Prep 1999 — 2003
Lucy-George Cooper's Forest Financial Group, Inc. Experience February 2011 - May 2014
Job Senate Minority Secretary at South Dakota State Legislature
Industry Political Organization
Experience
South Dakota State Legislature January 2015 - March 2015
People for Rick Weiland June 2014 - November 2014
Forest Financial Group, Inc. February 2011 - May 2014
Lake Forest College June 2012 - August 2013
Skills
Microsoft Excel, Research, Microsoft Office, Event Planning, Social Media, Stata, Access, Leadership, Economics, PowerPoint, Databases, Data Entry, Finance, International Relations, Political Communication, Political Campaigns, Customer Service
Education
Lake Forest College 2010 — 2014
Bachelor of Arts (BA), International Relations, Economics, French
University of Botswana - Gaborone 2013 — 2013
South Dakota State Legislature January 2015 - March 2015
People for Rick Weiland June 2014 - November 2014
Forest Financial Group, Inc. February 2011 - May 2014
Lake Forest College June 2012 - August 2013
Skills
Microsoft Excel, Research, Microsoft Office, Event Planning, Social Media, Stata, Access, Leadership, Economics, PowerPoint, Databases, Data Entry, Finance, International Relations, Political Communication, Political Campaigns, Customer Service
Education
Lake Forest College 2010 — 2014
Bachelor of Arts (BA), International Relations, Economics, French
University of Botswana - Gaborone 2013 — 2013
Donna Hillmyer's Forest Financial Group, Inc. Experience January 2008 - Present
Job Client Manager at Forest Financial Group, Inc.
Industry Insurance
Experience
Forest Financial Group, Inc. January 2008 - Present
Education
University of South Florida 2002 — 2005
MBA
Forest Financial Group, Inc. January 2008 - Present
Education
University of South Florida 2002 — 2005
MBA
John Patrinos's Forest Financial Group, Inc. Experience July 2013 - Present
Job CFO at Forest Financial Group, Inc.
Industry Insurance
Experience
Forest Financial Group, Inc. July 2013 - Present
Motorola Mobility 2005 - 2012
Motorola, Inc. 2001 - 2005
Motorola Networks 1999 - 2001
Skills
Cross-functional Team..., Essbase, Hyperion Enterprise, Six Sigma, Financial Forecasting, Process Improvement, Business Case, Wireless, Forecasting, Product Lifecycle..., Telecommunications, Mobile Devices, Financial Modeling, Operating Budgets, Capital Budgeting, Cost Accounting, Finance, Accounting, Strategic Financial..., Pricing, Internal Controls, Financial Analysis, Managerial Finance, Revenue Recognition, Leadership, Variance Analysis, P&L, Acquisition Integration, Supply Chain, P&L Management, Financial Planning
Education
Benedictine University 1995 — 1997
MBA, Operations Management
Northern Illinois University
Bachelor of Science (B.S.), Finance
Forest Financial Group, Inc. July 2013 - Present
Motorola Mobility 2005 - 2012
Motorola, Inc. 2001 - 2005
Motorola Networks 1999 - 2001
Skills
Cross-functional Team..., Essbase, Hyperion Enterprise, Six Sigma, Financial Forecasting, Process Improvement, Business Case, Wireless, Forecasting, Product Lifecycle..., Telecommunications, Mobile Devices, Financial Modeling, Operating Budgets, Capital Budgeting, Cost Accounting, Finance, Accounting, Strategic Financial..., Pricing, Internal Controls, Financial Analysis, Managerial Finance, Revenue Recognition, Leadership, Variance Analysis, P&L, Acquisition Integration, Supply Chain, P&L Management, Financial Planning
Education
Benedictine University 1995 — 1997
MBA, Operations Management
Northern Illinois University
Bachelor of Science (B.S.), Finance
Michael Murlas's Forest Financial Group, Inc. Experience January 2014 - Present
Job Vice President Business Development at Forest Capital Management
Industry Insurance
Experience
Forest Capital Management June 2014 - Present
Forest Financial Group, Inc. January 2014 - Present
ACRON USA September 2012 - January 2014
Sonnenschein Capital, LLC January 2010 - October 2012
Maverick Capital June 2008 - December 2009
Lakeside Bank December 2005 - May 2008
Rosenthal Collins Group August 2003 - June 2005
Skills
Series 7, Equities, Options, Brokerage, Due Diligence, Finance, Wealth Management, Capital Markets, Loans, Fixed Income
Education
Indiana University Bloomington 2001 — 2003
Bachelors Degree, Finance
Villanova University 1998 — 2000
Loyola Academy 1994 — 1998
High School
Forest Capital Management June 2014 - Present
Forest Financial Group, Inc. January 2014 - Present
ACRON USA September 2012 - January 2014
Sonnenschein Capital, LLC January 2010 - October 2012
Maverick Capital June 2008 - December 2009
Lakeside Bank December 2005 - May 2008
Rosenthal Collins Group August 2003 - June 2005
Skills
Series 7, Equities, Options, Brokerage, Due Diligence, Finance, Wealth Management, Capital Markets, Loans, Fixed Income
Education
Indiana University Bloomington 2001 — 2003
Bachelors Degree, Finance
Villanova University 1998 — 2000
Loyola Academy 1994 — 1998
High School
Mike Gerges's Forest Financial Group, Inc. Experience 1995 - 2006
Job finance manager
Industry Financial Services
Experience
quality auto center April 2011 - Present
citi lenders February 2003 - Present
Forest Financial Group, Inc. 1995 - 2006
The Mortgage Consultant 1990 - 2002
Certified Financial Services 1990 - 2002
Center City Cafe February 1996 - August 1998
The Riese Organization June 1985 - April 1989
Education
Cairo University 1977 — 1981
Commerce, Business/Accounting/Finance
quality auto center April 2011 - Present
citi lenders February 2003 - Present
Forest Financial Group, Inc. 1995 - 2006
The Mortgage Consultant 1990 - 2002
Certified Financial Services 1990 - 2002
Center City Cafe February 1996 - August 1998
The Riese Organization June 1985 - April 1989
Education
Cairo University 1977 — 1981
Commerce, Business/Accounting/Finance
Debra Van Winkle's Forest Financial Group, Inc. Experience April 2014 - May 2015
Job Senior Account Manager
Industry Insurance
Experience
CBIZ June 2015 - Present
Forest Financial Group, Inc. April 2014 - May 2015
Mesirow Financial June 2010 - April 2014
The Hartford July 2005 - November 2009
RDM Development 2004 - 2005
CASTLEBAR ENTERPRISES, INC. 1998 - 2004
Additional 1990 - 1998
Skills
Employee Benefits, Group Benefit Plans, Management, Sales, Disability Insurance, Strategy, Project Management, Health Insurance, CRM
Education
University of Wisconsin-Madison
Communications
Loma.Org 2009 — 2009
Group Benefits Course
Harrington College of Design
Residential Design
University School of Milwaukee
CBIZ June 2015 - Present
Forest Financial Group, Inc. April 2014 - May 2015
Mesirow Financial June 2010 - April 2014
The Hartford July 2005 - November 2009
RDM Development 2004 - 2005
CASTLEBAR ENTERPRISES, INC. 1998 - 2004
Additional 1990 - 1998
Skills
Employee Benefits, Group Benefit Plans, Management, Sales, Disability Insurance, Strategy, Project Management, Health Insurance, CRM
Education
University of Wisconsin-Madison
Communications
Loma.Org 2009 — 2009
Group Benefits Course
Harrington College of Design
Residential Design
University School of Milwaukee
Mark V. Belli's Forest Financial Group, Inc. Experience May 1992 - Present
Job
Industry Insurance
Experience
Forest Financial Group, Inc. May 1992 - Present
Skills
Project Management, Strategic Planning, Microsoft Office, Customer Service, Budgets, Sales, Public Speaking, Employee Benefits, New Business Development, Insurance, Health Savings Accounts, Life Insurance, Health Care Reform, Flexible Spending..., General Insurance, HMO, Healthcare, Whole Life, Retirement Planning, Retirement, Group Insurance, Managed Care, Medicare, Long-term Care, Term Life Insurance, Brokers, Disability Insurance, Strategic Financial..., Investments, Health Insurance
Education
Lafayette College
BA Economics, Economics/Marketing
Lafayette College
University of Miami
Business/Managerial Economics
University of Miami, Florida
Forest Financial Group, Inc. May 1992 - Present
Skills
Project Management, Strategic Planning, Microsoft Office, Customer Service, Budgets, Sales, Public Speaking, Employee Benefits, New Business Development, Insurance, Health Savings Accounts, Life Insurance, Health Care Reform, Flexible Spending..., General Insurance, HMO, Healthcare, Whole Life, Retirement Planning, Retirement, Group Insurance, Managed Care, Medicare, Long-term Care, Term Life Insurance, Brokers, Disability Insurance, Strategic Financial..., Investments, Health Insurance
Education
Lafayette College
BA Economics, Economics/Marketing
Lafayette College
University of Miami
Business/Managerial Economics
University of Miami, Florida
Niki Torskiy's Forest Financial Group, Inc. Experience September 2013 - January 2014
Job
Industry Financial Services
Experience
American Energy Technologies Company January 2015 - Present
American Energy Technologies Company May 2014 - Present
DHgate.com September 2014 - November 2014
Morgan Stanley Wealth Management January 2014 - May 2014
Forest Financial Group, Inc. September 2013 - January 2014
Arthur J. Gallagher and Co. June 2013 - August 2013
Albion College November 2010 - December 2012
Planned Parenthood of Illinois July 2012 - August 2012
Google Online Marketing Challenge via Albion College February 2012 - April 2012
Skills
Russian, EMAS, PeopleFluent, Spanish-English, Google Analytics, Google Adwords, Art, LaTeX, Microsoft Excel, Public Speaking, Marketing, Microsoft Office, PowerPoint, Microsoft Word, Research, Spanish, Data Analysis, Leadership, Facebook, Customer Service, Fundraising, Social Networking
Education
Drexel University - LeBow College of Business 2015 — 2017
Master of Science (M.Sc.), Economics
Lake Forest College 2013 — 2015
Bachelor of Arts (B.A.), Economics
Albion College 2010 — 2012
Economics
Lake Forest Academy 2006 — 2010
High School Diploma
American Energy Technologies Company January 2015 - Present
American Energy Technologies Company May 2014 - Present
DHgate.com September 2014 - November 2014
Morgan Stanley Wealth Management January 2014 - May 2014
Forest Financial Group, Inc. September 2013 - January 2014
Arthur J. Gallagher and Co. June 2013 - August 2013
Albion College November 2010 - December 2012
Planned Parenthood of Illinois July 2012 - August 2012
Google Online Marketing Challenge via Albion College February 2012 - April 2012
Skills
Russian, EMAS, PeopleFluent, Spanish-English, Google Analytics, Google Adwords, Art, LaTeX, Microsoft Excel, Public Speaking, Marketing, Microsoft Office, PowerPoint, Microsoft Word, Research, Spanish, Data Analysis, Leadership, Facebook, Customer Service, Fundraising, Social Networking
Education
Drexel University - LeBow College of Business 2015 — 2017
Master of Science (M.Sc.), Economics
Lake Forest College 2013 — 2015
Bachelor of Arts (B.A.), Economics
Albion College 2010 — 2012
Economics
Lake Forest Academy 2006 — 2010
High School Diploma
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY