GCG Financial
Industry: Insurance company
DescriptionFounded: 1974 Parent organization: Alera Group, Inc. Subsidiaries: Axis Benefit Consultants, Inc., Flagship Healthcare, Hallberg Commercial Insurers, Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos Moved, closed, or was never hereReportGCG Financial, LLC.WebsiteDirections Saved (0) Saved Save 3 Google reviews Insurance agency in Deerfield, Illinois Address: 3 Parkway N #500, Deerfield, IL 60015 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday(Martin Luther King Jr. Day)8AM–5PMHours might differTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (847) 457-3000Place name: : : Category: : Website: : : : Website: http://gcgfinancial.com/ Category: Insurance agency 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.
GCG Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at GCG Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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GCG Financial Employees
Employee
Years
Job
Industry
Philip DeSalvo Philip DeSalvo's GCG Financial Experience January 2014 - July 2014
Job Graphic Designer at Donlen Corporation
Industry Design
Experience
Donlen Corporation December 2014 - Present
Philip DeSalvo Designs June 2012 - Present
GCG Financial January 2014 - July 2014
Skills
Typography, Logo Design, Brand Development, Photography, Photo Retouching, Spread Design, Ad Design, Corporate Identity, Package Design, Adobe CC Illustrator, Adobe CC Photoshop, Adobe CC InDesign, Freelance Graphic Design, Color Theory, Digital Illustration, Web Design, Management, Project Management, InDesign, Illustrator, Photoshop, Graphic Design, Social Media, Adobe Creative Suite, Advertising, Microsoft Office, Art, Image Manipulation, Packaging
Education
The Illinois Institute of Art-Schaumburg 2010 — 2014
Bachelor of Fine Arts (B.F.A.), Graphic Design
Johnsburg High School 2006 — 2010
High School Diploma
Donlen Corporation December 2014 - Present
Philip DeSalvo Designs June 2012 - Present
GCG Financial January 2014 - July 2014
Skills
Typography, Logo Design, Brand Development, Photography, Photo Retouching, Spread Design, Ad Design, Corporate Identity, Package Design, Adobe CC Illustrator, Adobe CC Photoshop, Adobe CC InDesign, Freelance Graphic Design, Color Theory, Digital Illustration, Web Design, Management, Project Management, InDesign, Illustrator, Photoshop, Graphic Design, Social Media, Adobe Creative Suite, Advertising, Microsoft Office, Art, Image Manipulation, Packaging
Education
The Illinois Institute of Art-Schaumburg 2010 — 2014
Bachelor of Fine Arts (B.F.A.), Graphic Design
Johnsburg High School 2006 — 2010
High School Diploma
David Levitz David Levitz's GCG Financial Experience 1984 - Present
Job President, Employee Benefits at GCG Financial
Industry Financial Services
Experience
GCG Financial 1984 - Present
Education
University of Denver 1978 — 1982
BSBA, Management/Finance
Highland Park High School 1975 — 1978
GCG Financial 1984 - Present
Education
University of Denver 1978 — 1982
BSBA, Management/Finance
Highland Park High School 1975 — 1978
Brandon Cabbiness Brandon Cabbiness's GCG Financial Experience September 2012 - January 2014
Job Financial Advisor at GCG Financial
Industry Financial Services
Experience
GCG Financial September 2012 - January 2014
Northwestern Mutual March 2012 - September 2012
US Navy January 2004 - January 2009
United States Navy 2004 - 2009
Education
Robert Morris College 2010 — 2011
Management
College of Lake County 2009 — 2011
GCG Financial September 2012 - January 2014
Northwestern Mutual March 2012 - September 2012
US Navy January 2004 - January 2009
United States Navy 2004 - 2009
Education
Robert Morris College 2010 — 2011
Management
College of Lake County 2009 — 2011
Cheri Brockhoeft Cheri Brockhoeft's GCG Financial Experience 1997 - 2009
Job Volunteer and Board Director at Cary Grove Food Pantry
Industry Nonprofit Organization Management
Experience
The Salvation Army September 2009 - Present
Cary Grove Food Pantry September 2009 - Present
GCG Financial 1997 - 2009
Barrett & Hiser Financial Mgmt Co 1984 - August 1997
Skills
Event Management, Management, Accounting, Leadership, Communication, Community Outreach
Education
McHenry County College 1982 — 1994
Associate's degree, Marketing, 3.47
Bossier High School
High school diploma, Business/Commerce, General
The Salvation Army September 2009 - Present
Cary Grove Food Pantry September 2009 - Present
GCG Financial 1997 - 2009
Barrett & Hiser Financial Mgmt Co 1984 - August 1997
Skills
Event Management, Management, Accounting, Leadership, Communication, Community Outreach
Education
McHenry County College 1982 — 1994
Associate's degree, Marketing, 3.47
Bossier High School
High school diploma, Business/Commerce, General
John French John French's GCG Financial Experience July 2000 - August 2003
Job C.E.O. Preferred Benefits Consultants
Industry Hospital & Health Care
Experience
Preferred Marketing Consultants LLC June 2011 - Present
Cookie Jar of Hope Foundation January 2009 - Present
Family Physicians Group (FPG) June 2010 - June 2011
WellCare December 2003 - April 2010
GCG Financial July 2000 - August 2003
Humana 1995 - 2000
Skills
Microsoft Excel, Healthcare, Managed Care, Insurance, Health Policy, Long-term Care, Strategic Planning, Medicare, Team Building, Employee Benefits, Sales Management, Operations Management, Account Management, Process Improvement, New Business Development
Education
Penn State University 1977 — 1982
BS, Health Planning and Administration
Preferred Marketing Consultants LLC June 2011 - Present
Cookie Jar of Hope Foundation January 2009 - Present
Family Physicians Group (FPG) June 2010 - June 2011
WellCare December 2003 - April 2010
GCG Financial July 2000 - August 2003
Humana 1995 - 2000
Skills
Microsoft Excel, Healthcare, Managed Care, Insurance, Health Policy, Long-term Care, Strategic Planning, Medicare, Team Building, Employee Benefits, Sales Management, Operations Management, Account Management, Process Improvement, New Business Development
Education
Penn State University 1977 — 1982
BS, Health Planning and Administration
Pamela Bain Pamela Bain's GCG Financial Experience May 2013 - October 2014
Job Executive Assistant at Ice Mobility for CEO, CoFounder and President
Industry Wireless
Experience
Ice Mobility October 2014 - Present
GCG Financial May 2013 - October 2014
CCH, a Wolters Kluwer business May 2006 - May 2013
Hewitt Associates 2000 - 2006
Skills
Executive Calendar..., Executive Administrative, High Level Of..., Project Coordination, Coordinating Special..., Meeting Planning, Travel Management, Event Management, International Travel, Event Planning, Customer Service, Administrative..., Office Administration, Market Research, Onboarding, Sales, Microsoft Office, Budgets, Data Analysis, Customer Oriented, Expense Reports, Administrative..., Project Planning, Contract Negotiation, Outlook, Access, Human Resources, Invoice Processing, Contract Management, Research, Budget Reconciliation, Budget Process, Purchase Requisitions, Data Management, Ad Hoc Reporting, Data Collection, Document Review, Small Business Marketing
Education
Columbia College 1995 — 2001
Bachelor of Arts, Psychology
Ice Mobility October 2014 - Present
GCG Financial May 2013 - October 2014
CCH, a Wolters Kluwer business May 2006 - May 2013
Hewitt Associates 2000 - 2006
Skills
Executive Calendar..., Executive Administrative, High Level Of..., Project Coordination, Coordinating Special..., Meeting Planning, Travel Management, Event Management, International Travel, Event Planning, Customer Service, Administrative..., Office Administration, Market Research, Onboarding, Sales, Microsoft Office, Budgets, Data Analysis, Customer Oriented, Expense Reports, Administrative..., Project Planning, Contract Negotiation, Outlook, Access, Human Resources, Invoice Processing, Contract Management, Research, Budget Reconciliation, Budget Process, Purchase Requisitions, Data Management, Ad Hoc Reporting, Data Collection, Document Review, Small Business Marketing
Education
Columbia College 1995 — 2001
Bachelor of Arts, Psychology
Alisa Phanthao Alisa Phanthao's GCG Financial Experience March 2015 - Present
Job Account Manager
Industry Insurance
Experience
GCG Financial March 2015 - Present
Underwriters Laboratories September 2011 - March 2015
Benefit Express January 2011 - September 2011
Alexian Brothers Medical Center July 2010 - January 2011
Golub & Company October 2010 - October 2010
DePauw University August 2007 - May 2010
The Bon Ton Stores Inc. June 2009 - April 2010
Chicago Chamber Musicians December 2008 - January 2009
Transilwrap Company, Inc May 2008 - August 2008
Skills
Human Resources, Event Planning, Customer Service, PowerPoint, Employee Benefits, Data Analysis, Microsoft Office, Time Management, Project Planning, Leadership Development, Public Speaking, Project Management, Onboarding, Social Networking, Account Management, Interviews, Organizational..., Microsoft Excel, Benefits Administration, Benefits Analysis, Employment-based..., Corporate Relocation, Customer Relations, System Integration..., System Administration, Social Media, Problem Solving, Research, Employee Relations, Public Relations, Administration, Projects, Fundraising, Organization
Education
DePauw University 2006 — 2010
Bachelor of Arts, Sociology/ Anthropology, Economics
Von Steuben 2002 — 2006
High School Diploma, Math and Sciences
GCG Financial March 2015 - Present
Underwriters Laboratories September 2011 - March 2015
Benefit Express January 2011 - September 2011
Alexian Brothers Medical Center July 2010 - January 2011
Golub & Company October 2010 - October 2010
DePauw University August 2007 - May 2010
The Bon Ton Stores Inc. June 2009 - April 2010
Chicago Chamber Musicians December 2008 - January 2009
Transilwrap Company, Inc May 2008 - August 2008
Skills
Human Resources, Event Planning, Customer Service, PowerPoint, Employee Benefits, Data Analysis, Microsoft Office, Time Management, Project Planning, Leadership Development, Public Speaking, Project Management, Onboarding, Social Networking, Account Management, Interviews, Organizational..., Microsoft Excel, Benefits Administration, Benefits Analysis, Employment-based..., Corporate Relocation, Customer Relations, System Integration..., System Administration, Social Media, Problem Solving, Research, Employee Relations, Public Relations, Administration, Projects, Fundraising, Organization
Education
DePauw University 2006 — 2010
Bachelor of Arts, Sociology/ Anthropology, Economics
Von Steuben 2002 — 2006
High School Diploma, Math and Sciences
Kevin Nissen, DC Kevin Nissen, DC's GCG Financial Experience 2002 - 2006
Job Chiropractic Medicine
Industry Health, Wellness and Fitness
Experience
. 2010 - Present
GCG Financial 2002 - 2006
SPSS 1999 - 2002
Hewitt Associates 1996 - 1999
Lincoln Park Tennis Club April 1990 - October 1995
Skills
Healthcare, New Business Development, Strategic Planning, Team Leadership, Management, Business Strategy, Customer Service, Healthcare Management, Microsoft Excel, Microsoft Office, Sales Management, Sales, Account Management, Business Development, Coaching, Leadership, Nutrition, Public Speaking, Rehabilitation, Teaching, Training, Wellness, Social Media
Education
National University of Health Sciences 2006 — 2010
Doctor of Chiropractic Medicine, Medicine
DePaul University 1988 — 1991
BA, French Literature, Business
. 2010 - Present
GCG Financial 2002 - 2006
SPSS 1999 - 2002
Hewitt Associates 1996 - 1999
Lincoln Park Tennis Club April 1990 - October 1995
Skills
Healthcare, New Business Development, Strategic Planning, Team Leadership, Management, Business Strategy, Customer Service, Healthcare Management, Microsoft Excel, Microsoft Office, Sales Management, Sales, Account Management, Business Development, Coaching, Leadership, Nutrition, Public Speaking, Rehabilitation, Teaching, Training, Wellness, Social Media
Education
National University of Health Sciences 2006 — 2010
Doctor of Chiropractic Medicine, Medicine
DePaul University 1988 — 1991
BA, French Literature, Business
Felicia Olson Felicia Olson's GCG Financial Experience July 2002 - October 2004
Job Executive Assistant & Health Insurance Specialist at John Mihlbachler Associates
Industry Executive Office
Experience
John Mihlbachler Associates 2014 - Present
Douglas County School District September 2014 - 2014
GCG Financial July 2002 - October 2004
Broadband Services, Inc. August 1999 - July 2002
Anthem 1999 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Employee Benefits, Sales, Marketing, Insurance, Administrative..., Public Speaking, Teamwork, Healthcare
Education
Arapahoe Community College 2013 — 2013
No Degree, Early Childhood Education and Teaching
University of Phoenix 1997 — 1998
No Degree, Information Systems
John Mihlbachler Associates 2014 - Present
Douglas County School District September 2014 - 2014
GCG Financial July 2002 - October 2004
Broadband Services, Inc. August 1999 - July 2002
Anthem 1999 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Employee Benefits, Sales, Marketing, Insurance, Administrative..., Public Speaking, Teamwork, Healthcare
Education
Arapahoe Community College 2013 — 2013
No Degree, Early Childhood Education and Teaching
University of Phoenix 1997 — 1998
No Degree, Information Systems
Thassia Frota Thassia Frota's GCG Financial Experience May 2012 - August 2014
Job IT Manager at Aria Systems
Industry Information Technology and Services
Experience
Aria Systems August 2014 - Present
Aria Systems 2014 - 2015
GCG Financial May 2012 - August 2014
GCG Financial April 2010 - August 2014
Village of Northbrook October 2008 - March 2010
Vivo 2003 - June 2004
Chamber of Commerce in Imperatriz-MA /Brasil 2000 - 2003
Skills
Servers, Windows Server, Operating Systems, Active Directory, Hardware, Networking, Troubleshooting, VoIP, Switches, Security, Network Administration, Microsoft Exchange, Firewalls, VPN, System Deployment, Technical Support, Microsoft SQL Server, Information Security, Group Policy, Routers, Software Installation, Windows (XP, Vista, 7,..., Windows Server (2003,..., Windows Storage Server..., Microsoft SQL Server..., NAS, SAMS, FoIP, Mobile Technology, Microsoft Office Suite..., Visio, VPN Software, Forensic Tool Kit 1.70.0, EnCase, Norton Ghost 15.0, RSA Software, Laserfiche, OpenText, DHCP/DNS Server, File Services
Education
North Park University 2012 — 2013
Bachelors, Management Information Systems, Magna Cum Laude
College of Lake County 2009 — 2009
Cisco Certified Network Associate (CCNA)
College of Lake County 2006 — 2008
Certificate, Computer Forensics Analyst
College of Lake County 2005 — 2008
Associate, Network Administration and Security
College of Lake County
Certified as a Computer Forensics Technician
Aria Systems August 2014 - Present
Aria Systems 2014 - 2015
GCG Financial May 2012 - August 2014
GCG Financial April 2010 - August 2014
Village of Northbrook October 2008 - March 2010
Vivo 2003 - June 2004
Chamber of Commerce in Imperatriz-MA /Brasil 2000 - 2003
Skills
Servers, Windows Server, Operating Systems, Active Directory, Hardware, Networking, Troubleshooting, VoIP, Switches, Security, Network Administration, Microsoft Exchange, Firewalls, VPN, System Deployment, Technical Support, Microsoft SQL Server, Information Security, Group Policy, Routers, Software Installation, Windows (XP, Vista, 7,..., Windows Server (2003,..., Windows Storage Server..., Microsoft SQL Server..., NAS, SAMS, FoIP, Mobile Technology, Microsoft Office Suite..., Visio, VPN Software, Forensic Tool Kit 1.70.0, EnCase, Norton Ghost 15.0, RSA Software, Laserfiche, OpenText, DHCP/DNS Server, File Services
Education
North Park University 2012 — 2013
Bachelors, Management Information Systems, Magna Cum Laude
College of Lake County 2009 — 2009
Cisco Certified Network Associate (CCNA)
College of Lake County 2006 — 2008
Certificate, Computer Forensics Analyst
College of Lake County 2005 — 2008
Associate, Network Administration and Security
College of Lake County
Certified as a Computer Forensics Technician
Ilana Schwartz's GCG Financial Experience May 2007 - August 2007
Job Juris Doctor, 2015
Industry Law Practice
Experience
Katten Muchin Rosenman LLP May 2014 - August 2014
Horwood Marcus & Berk May 2013 - December 2013
New Orleans Independent Police Monitor June 2012 - August 2012
Sessions, Fishman, Nathan & Israel, LLC June 2012 - August 2012
Oasis Legal Finance August 2011 - June 2012
Epic August 2010 - August 2011
Anti-Defamation League June 2009 - August 2009
DePaul University Department of Sociology May 2008 - August 2008
GCG Financial May 2007 - August 2007
Education
Loyola University Chicago School of Law 2012 — 2015
Doctor of Law (JD), magna cum laude, Certificate in Tax Law
Washington University in St. Louis 2006 — 2010
B.A. with College Honors, Anthropology, Legal Studies
Glenbrook North
Katten Muchin Rosenman LLP May 2014 - August 2014
Horwood Marcus & Berk May 2013 - December 2013
New Orleans Independent Police Monitor June 2012 - August 2012
Sessions, Fishman, Nathan & Israel, LLC June 2012 - August 2012
Oasis Legal Finance August 2011 - June 2012
Epic August 2010 - August 2011
Anti-Defamation League June 2009 - August 2009
DePaul University Department of Sociology May 2008 - August 2008
GCG Financial May 2007 - August 2007
Education
Loyola University Chicago School of Law 2012 — 2015
Doctor of Law (JD), magna cum laude, Certificate in Tax Law
Washington University in St. Louis 2006 — 2010
B.A. with College Honors, Anthropology, Legal Studies
Glenbrook North
Adam Hawks's GCG Financial Experience 2000 - November 2006
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James August 2011 - Present
Robert W. Baird & Co. November 2006 - August 2011
GCG Financial 2000 - November 2006
Education
Bradley University 1993 — 1997
Bachelor's degree, Finance
Raymond James August 2011 - Present
Robert W. Baird & Co. November 2006 - August 2011
GCG Financial 2000 - November 2006
Education
Bradley University 1993 — 1997
Bachelor's degree, Finance
Alec Novoselsky's GCG Financial Experience June 2012 - August 2012
Job Editor | Filmmaker at Columbia College Chicago
Industry Motion Pictures and Film
Experience
Bridges Media May 2015 - Present
Columbia College Chicago August 2012 - Present
Columbia College Chicago May 2014 - Present
Editors Guild of Columbia April 2015 - Present
Editors Guild of Columbia April 2014 - April 2015
GCG Financial June 2012 - August 2012
Xpress Video Productions May 2012 - August 2012
Skills
Video Editing, Film Editing, Film Production, Film, Short Films, Video, Video Production, Storytelling, Post Production, Final Cut Studio, Entertainment, Adobe Premiere Pro, Adobe After Effects, Avid Media Composer, Final Draft, Photoshop, After Effects
Education
Columbia College Chicago 2012 — 2016
Bachelor of Arts (B.A.), Cinema Art + Science
Adlai E. Stevenson High School 2008 — 2012
High School
Bridges Media May 2015 - Present
Columbia College Chicago August 2012 - Present
Columbia College Chicago May 2014 - Present
Editors Guild of Columbia April 2015 - Present
Editors Guild of Columbia April 2014 - April 2015
GCG Financial June 2012 - August 2012
Xpress Video Productions May 2012 - August 2012
Skills
Video Editing, Film Editing, Film Production, Film, Short Films, Video, Video Production, Storytelling, Post Production, Final Cut Studio, Entertainment, Adobe Premiere Pro, Adobe After Effects, Avid Media Composer, Final Draft, Photoshop, After Effects
Education
Columbia College Chicago 2012 — 2016
Bachelor of Arts (B.A.), Cinema Art + Science
Adlai E. Stevenson High School 2008 — 2012
High School
Charlotte Austin Charlotte Austin's GCG Financial Experience May 2015 - Present
Job Wealth Management Intern at GCG Financial
Industry Financial Services
Experience
GCG Financial May 2015 - Present
Lake Forest College September 2013 - December 2014
francesca’s® May 2014 - September 2014
Duroweld Company June 2009 - August 2012
Skills
Microsoft Excel, Teamwork, Time Management, Microsoft Office, Microsoft Word, Leadership, PowerPoint, Social Networking, Team Leadership, Market Research, Research, Mathematics
Education
Lake Forest College 2012 — 2016
Bachelor's Degree, Economics and Mathematics, 3.75
GCG Financial May 2015 - Present
Lake Forest College September 2013 - December 2014
francesca’s® May 2014 - September 2014
Duroweld Company June 2009 - August 2012
Skills
Microsoft Excel, Teamwork, Time Management, Microsoft Office, Microsoft Word, Leadership, PowerPoint, Social Networking, Team Leadership, Market Research, Research, Mathematics
Education
Lake Forest College 2012 — 2016
Bachelor's Degree, Economics and Mathematics, 3.75
MICHAEL R. ENGELHARDT MICHAEL R. ENGELHARDT's GCG Financial Experience February 2013 - Present
Job Senior Benefits Consultant at GCG Financial
Industry Insurance
Experience
GCG Financial February 2013 - Present
Associated Financial Group November 2011 - November 2012
Benefitdecisions, Inc. November 2006 - May 2010
Assurance Agency June 2001 - November 2006
Education
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Arts (B.A.)
Yorkville High School
GCG Financial February 2013 - Present
Associated Financial Group November 2011 - November 2012
Benefitdecisions, Inc. November 2006 - May 2010
Assurance Agency June 2001 - November 2006
Education
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Arts (B.A.)
Yorkville High School
Bill Adolph's GCG Financial Experience March 2013 - December 2014
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2014 - Present
GCG Financial March 2013 - December 2014
Edward Jones August 2012 - March 2013
SkyWire Media Inc. November 2011 - August 2012
Count Me In, LLC May 2001 - November 2011
CmiGaming March 2009 - March 2011
Skills
Management, Sales, Sales Management, Insurance, Finance, Employee Benefits, Financial Services, Time Management, Series 7, Securities, Credit, Health Insurance, Trade Shows, Account Management, New Business Development, Marketing, Strategic Planning, Marketing Strategy, Microsoft Word, Business Development
Education
Roosevelt University
BA, Business Management
Edward Jones December 2014 - Present
GCG Financial March 2013 - December 2014
Edward Jones August 2012 - March 2013
SkyWire Media Inc. November 2011 - August 2012
Count Me In, LLC May 2001 - November 2011
CmiGaming March 2009 - March 2011
Skills
Management, Sales, Sales Management, Insurance, Finance, Employee Benefits, Financial Services, Time Management, Series 7, Securities, Credit, Health Insurance, Trade Shows, Account Management, New Business Development, Marketing, Strategic Planning, Marketing Strategy, Microsoft Word, Business Development
Education
Roosevelt University
BA, Business Management
Abigail Drazner Abigail Drazner's GCG Financial Experience August 2014 - Present
Job Client Service Representative at GCG Financial
Industry Financial Services
Experience
GCG Financial August 2014 - Present
GCG Financial June 2012 - August 2014
Durable Packaging International June 2010 - June 2012
Skills
Microsoft Office, PowerPoint, Customer Service, OneApp Agency, Editing, Communication, Presentations, Organizational..., Account Management, Leadership, Social Networking, Facebook, Event Planning
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Psychology
GCG Financial August 2014 - Present
GCG Financial June 2012 - August 2014
Durable Packaging International June 2010 - June 2012
Skills
Microsoft Office, PowerPoint, Customer Service, OneApp Agency, Editing, Communication, Presentations, Organizational..., Account Management, Leadership, Social Networking, Facebook, Event Planning
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Psychology
Kara Iverson's GCG Financial Experience April 2009 - August 2013
Job Employee Benefit Advisor at Assurant Employee Benefits
Industry Insurance
Experience
Assurant Employee Benefits August 2013 - Present
GCG Financial April 2009 - August 2013
Benelinx, Inc August 2007 - April 2009
Skills
Employee Benefits, Health Savings Accounts, New Business Development, Customer Service, 401k, Benefits Administration, Health Insurance, Customer Retention, COBRA, Term Life Insurance, Insurance, Management, Disability Insurance, Underwriting, Sales Operations, Life Insurance, Brokers, Group Insurance, Health Care Reform, Long-term Care
Education
Certified Employee Benefits Specialist (CEBS) - GBA 1
GBA 1, Group Health Plan Design
Life and Health Insurance Licensed
Through current
Florida State University 2000 — 2005
Bachelor, Criminal Justice, Pre-Law
Assurant Employee Benefits August 2013 - Present
GCG Financial April 2009 - August 2013
Benelinx, Inc August 2007 - April 2009
Skills
Employee Benefits, Health Savings Accounts, New Business Development, Customer Service, 401k, Benefits Administration, Health Insurance, Customer Retention, COBRA, Term Life Insurance, Insurance, Management, Disability Insurance, Underwriting, Sales Operations, Life Insurance, Brokers, Group Insurance, Health Care Reform, Long-term Care
Education
Certified Employee Benefits Specialist (CEBS) - GBA 1
GBA 1, Group Health Plan Design
Life and Health Insurance Licensed
Through current
Florida State University 2000 — 2005
Bachelor, Criminal Justice, Pre-Law
Rachel Martin's GCG Financial Experience May 2005 - November 2006
Job Registered Client Service Associate at Raymond James
Industry Financial Services
Experience
Raymond James August 2011 - Present
Robert W. Baird & Co. November 2006 - August 2011
GCG Financial May 2005 - November 2006
Education
Franklin University 2005 — 2007
Bachelor's degree, Management
Illinois Central College 2003 — 2005
Associate's degree, Office Professional
Raymond James August 2011 - Present
Robert W. Baird & Co. November 2006 - August 2011
GCG Financial May 2005 - November 2006
Education
Franklin University 2005 — 2007
Bachelor's degree, Management
Illinois Central College 2003 — 2005
Associate's degree, Office Professional
Rick Loudenback's GCG Financial Experience December 2005 - Present
Job Executive VP, GCG Financial
Industry Financial Services
Experience
GCG Financial December 2005 - Present
Prudential Financial April 1993 - November 2005
Transamerica March 1984 - April 1993
Skills
Retirement Planning, Strategic Financial..., Retirement, Series 7, Investments, Wealth Management, Estate Planning, Fixed Annuities, Insurance, 401k, Mutual Funds, Long-term Care, Life Insurance, Securities, Disability Insurance, Employee Benefits, Asset Managment, Financial Advisory, Portfolio Management, Risk Management, Holistic Financial..., Wealth Preservation..., Tax Free Income, College Funding..., College Education..., Intergenerational..., Concentrated Stock..., Alternative Investment..., Tactical Asset..., Income for Life, Permanent Life Insurance, Business Overhead..., Key Person Protection, Individual Pension Plans, Critical Illness, Shareholder Protection, Certified Financial..., FPA, Executive Sales..., Client/Hiring Manager..., Building Strong..., Talent Pipelining, Talent Mining, Talent Intelligence, Talent Analytics, High Potential...
Education
College for Financial Planning 2002 — 2003
Certified Financial Planner, Financial Planning
Columbia College 1990 — 1991
BS, Business Administration
Truman State University 1979 — 1983
Bachelor of Science (BS), Business
Macon, MO
GCG Financial December 2005 - Present
Prudential Financial April 1993 - November 2005
Transamerica March 1984 - April 1993
Skills
Retirement Planning, Strategic Financial..., Retirement, Series 7, Investments, Wealth Management, Estate Planning, Fixed Annuities, Insurance, 401k, Mutual Funds, Long-term Care, Life Insurance, Securities, Disability Insurance, Employee Benefits, Asset Managment, Financial Advisory, Portfolio Management, Risk Management, Holistic Financial..., Wealth Preservation..., Tax Free Income, College Funding..., College Education..., Intergenerational..., Concentrated Stock..., Alternative Investment..., Tactical Asset..., Income for Life, Permanent Life Insurance, Business Overhead..., Key Person Protection, Individual Pension Plans, Critical Illness, Shareholder Protection, Certified Financial..., FPA, Executive Sales..., Client/Hiring Manager..., Building Strong..., Talent Pipelining, Talent Mining, Talent Intelligence, Talent Analytics, High Potential...
Education
College for Financial Planning 2002 — 2003
Certified Financial Planner, Financial Planning
Columbia College 1990 — 1991
BS, Business Administration
Truman State University 1979 — 1983
Bachelor of Science (BS), Business
Macon, MO
Andrew Gluck, CFA's GCG Financial Experience February 2014 - Present
Job Managing Director, Wealth Management at GCG Financial
Industry Investment Management
Experience
GCG Financial February 2014 - Present
Pandion Capital LLC February 2010 - January 2014
Ox&Pen October 2011 - December 2013
Harris Associates 2000 - 2010
Shoreline Micro Cap Fund 1996 - 2000
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
MBA, Finance (with Distinction)
University of California, Santa Barbara 1991 — 1995
BA
Evanston Township High School 1987 — 1991
GCG Financial February 2014 - Present
Pandion Capital LLC February 2010 - January 2014
Ox&Pen October 2011 - December 2013
Harris Associates 2000 - 2010
Shoreline Micro Cap Fund 1996 - 2000
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
MBA, Finance (with Distinction)
University of California, Santa Barbara 1991 — 1995
BA
Evanston Township High School 1987 — 1991
Daniel Magnusson's GCG Financial Experience September 1999 - February 2004
Job Senior Vice President at ETF Securities
Industry Financial Services
Experience
ETF Securities March 2011 - Present
Guggenheim Investments January 2007 - February 2011
Fulton Matthews February 2004 - October 2006
GCG Financial September 1999 - February 2004
Skills
ETFs, Series 7, Series 3, Series 65, Series 63, Securities, Mutual Funds, Alternative Investments, Equities, Asset Allocation, Bloomberg, Separately Managed..., Investments, Investment Management, Currency, Options, Trading, Asset Managment, Investment Strategies, Hedge Funds, Wealth Management, Portfolio Management, Uniform Combined State..., Investment Advisory, Fixed Income, Structured Products, Financial Markets, Asset Management
Education
Columbia College Chicago
Bachelor of Arts (BA), Marketing/Marketing Management
ETF Securities March 2011 - Present
Guggenheim Investments January 2007 - February 2011
Fulton Matthews February 2004 - October 2006
GCG Financial September 1999 - February 2004
Skills
ETFs, Series 7, Series 3, Series 65, Series 63, Securities, Mutual Funds, Alternative Investments, Equities, Asset Allocation, Bloomberg, Separately Managed..., Investments, Investment Management, Currency, Options, Trading, Asset Managment, Investment Strategies, Hedge Funds, Wealth Management, Portfolio Management, Uniform Combined State..., Investment Advisory, Fixed Income, Structured Products, Financial Markets, Asset Management
Education
Columbia College Chicago
Bachelor of Arts (BA), Marketing/Marketing Management
Curtis Duffus Curtis Duffus's GCG Financial Experience September 2011 - January 2013
Job Financial Services
Industry Financial Services
Experience
The Ice Guys April 2010 - Present
GCG Financial September 2011 - January 2013
YellowSchmello LLC March 2011 - August 2011
The Denver Innovation Group, Inc. August 2007 - August 2011
ITT Technical Institute July 2002 - January 2007
Education
Metropolitan State University of Denver 2002 — 2007
The Ice Guys April 2010 - Present
GCG Financial September 2011 - January 2013
YellowSchmello LLC March 2011 - August 2011
The Denver Innovation Group, Inc. August 2007 - August 2011
ITT Technical Institute July 2002 - January 2007
Education
Metropolitan State University of Denver 2002 — 2007
Hillary Laff-Meyers Hillary Laff-Meyers's GCG Financial Experience August 2015 - Present
Job GCG Financial
Industry Financial Services
Experience
GCG Financial August 2015 - Present
Tamarak Country School June 2012 - Present
Jelli Goods June 2014 - January 2015
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas 2006 - 2010
Bernard Zell Anshe Emet Day School August 2002 - June 2006
Janssen, Pharmaceutical Companies of Johnson and Johnson October 1997 - June 2000
Skills
Leadership, Training, Customer Service, Microsoft Office, Leadership Development, Healthcare, Public Speaking, Employee Training, E-Learning, Microsoft Word, Technical Writing, Team Leadership, Experience Working with..., Program Management, Marketing, Sales
Education
DePaul University 2000 — 2002
Masters, Elementary Education and Teaching
University of Rhode Island 1993 — 1997
Bachelor od Science, Speech-Language Pathology/Pathologist
GCG Financial August 2015 - Present
Tamarak Country School June 2012 - Present
Jelli Goods June 2014 - January 2015
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas 2006 - 2010
Bernard Zell Anshe Emet Day School August 2002 - June 2006
Janssen, Pharmaceutical Companies of Johnson and Johnson October 1997 - June 2000
Skills
Leadership, Training, Customer Service, Microsoft Office, Leadership Development, Healthcare, Public Speaking, Employee Training, E-Learning, Microsoft Word, Technical Writing, Team Leadership, Experience Working with..., Program Management, Marketing, Sales
Education
DePaul University 2000 — 2002
Masters, Elementary Education and Teaching
University of Rhode Island 1993 — 1997
Bachelor od Science, Speech-Language Pathology/Pathologist
Jeff Shimek's GCG Financial Experience July 2012 - Present
Job Account Executive at GCG Financial
Industry Insurance
Experience
GCG Financial July 2012 - Present
Humana August 2006 - June 2012
Humana June 2006 - August 2006
Bradley University June 2002 - May 2006
State Farm Insurance December 2005 - April 2006
Bradley University August 2000 - May 2002
Skills
Strategic Planning, Team Leadership, Employee Benefits, Exceed Sales Goals, Customer Service, Ability to retain and..., New Business Development, Wellness, Leadership, Illinois Heath and Life..., Benefits Negotiation, Sales, Microsoft Office, Teamwork, Collaboration, PowerPoint, Presentations, Client Accounts, Insurance, Underwriting, Business Development, Health Insurance, COBRA, Human Resources, Sales Management, Health Savings Accounts, Disability Insurance, Customer Retention, Employee Wellness..., Employee Wellness, Time Management, Brokers
Education
Bradley University 2004 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Bradley University 1999 — 2003
Bachelor of Science (B.S.), Health Science
GCG Financial July 2012 - Present
Humana August 2006 - June 2012
Humana June 2006 - August 2006
Bradley University June 2002 - May 2006
State Farm Insurance December 2005 - April 2006
Bradley University August 2000 - May 2002
Skills
Strategic Planning, Team Leadership, Employee Benefits, Exceed Sales Goals, Customer Service, Ability to retain and..., New Business Development, Wellness, Leadership, Illinois Heath and Life..., Benefits Negotiation, Sales, Microsoft Office, Teamwork, Collaboration, PowerPoint, Presentations, Client Accounts, Insurance, Underwriting, Business Development, Health Insurance, COBRA, Human Resources, Sales Management, Health Savings Accounts, Disability Insurance, Customer Retention, Employee Wellness..., Employee Wellness, Time Management, Brokers
Education
Bradley University 2004 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Bradley University 1999 — 2003
Bachelor of Science (B.S.), Health Science
Irina Melnik Irina Melnik's GCG Financial Experience January 2015 - Present
Job
Industry Human Resources
Experience
GCG Financial January 2015 - Present
Cancer Treatment Centers of America® August 2011 - December 2014
Hollister Incorporated March 2009 - April 2011
Fortune Brands July 2007 - March 2009
Tetra Pak April 2001 - July 2007
Skills
Employee Benefits, Benefits Administration, FMLA, HRIS, Employee Relations, HR Policies, Employee Engagement, Payroll, Benefits Design, Performance Management, Organizational..., Incentive Programs, Talent Management, Labor Relations, Leadership, Recruiting, Job Evaluation, Deferred Compensation, Interviews, Team Building, Management, Strategy
Education
Elmhurst College 1999 — 2001
Master's degree, I/O Psychology
University of Illinois at Chicago 1995 — 1999
Bachelor of Arts (B.A.), Psychology
GCG Financial January 2015 - Present
Cancer Treatment Centers of America® August 2011 - December 2014
Hollister Incorporated March 2009 - April 2011
Fortune Brands July 2007 - March 2009
Tetra Pak April 2001 - July 2007
Skills
Employee Benefits, Benefits Administration, FMLA, HRIS, Employee Relations, HR Policies, Employee Engagement, Payroll, Benefits Design, Performance Management, Organizational..., Incentive Programs, Talent Management, Labor Relations, Leadership, Recruiting, Job Evaluation, Deferred Compensation, Interviews, Team Building, Management, Strategy
Education
Elmhurst College 1999 — 2001
Master's degree, I/O Psychology
University of Illinois at Chicago 1995 — 1999
Bachelor of Arts (B.A.), Psychology
Laura Tremulis Laura Tremulis's GCG Financial Experience September 2012 - January 2013
Job Account Executive at Grey Hasbro
Industry Marketing and Advertising
Experience
Grey Group September 2014 - Present
Arnold Worldwide March 2014 - August 2014
Arnold Worldwide February 2013 - March 2014
GCG Financial September 2012 - January 2013
RTC February 2012 - June 2012
JESS3 September 2011 - December 2011
Make-A-Wish America September 2010 - December 2010
Skills
Account Management, Marketing Communications, Social Media, Blogging, International Relations, Pharmaceutical Marketing, Report Writing, Advertising, Brand Development, Marketing Strategy
Education
American University 2008 — 2012
Bachelor's, International Relations & Marketing, Cum Laude
Mosaic International Institute 2011 — 2011
Madrid, Spain
Deerfield High School 2004 — 2008
Grey Group September 2014 - Present
Arnold Worldwide March 2014 - August 2014
Arnold Worldwide February 2013 - March 2014
GCG Financial September 2012 - January 2013
RTC February 2012 - June 2012
JESS3 September 2011 - December 2011
Make-A-Wish America September 2010 - December 2010
Skills
Account Management, Marketing Communications, Social Media, Blogging, International Relations, Pharmaceutical Marketing, Report Writing, Advertising, Brand Development, Marketing Strategy
Education
American University 2008 — 2012
Bachelor's, International Relations & Marketing, Cum Laude
Mosaic International Institute 2011 — 2011
Madrid, Spain
Deerfield High School 2004 — 2008
David Wenger David Wenger's GCG Financial Experience 1998 - 2002
Job Director, Development at Midwest Dental Support Center
Industry Medical Practice
Experience
Midwest Dental November 2014 - Present
On-Site.com October 2013 - November 2014
First Pacific Corporation July 2010 - October 2013
Henry Schein July 2009 - July 2010
Patterson Dental June 2008 - July 2009
First Pacific Corporation June 2005 - June 2008
Destiny Health 2003 - 2005
Benefitdecisions, Inc. 2002 - 2003
GCG Financial 1998 - 2002
Oxford Health Plans 1997 - 1998
Skills
Sales, Account Management, Selling, Dentistry, Customer Service, Sales Management, Salesforce.com, New Business Development, Cold Calling, Sales Process, Sales Presentations, Leadership, Healthcare, Direct Sales, Negotiation, Medical Devices, Selling Skills, Health Insurance, Sales Force Development, Solution Selling, Product Launch, Dental, Consultative Selling, Microsoft Office, Capital Equipment, Microsoft Excel, Software Solution Sales, Customer Relations, Excel
Education
Baker College Business and Corporate Services 1990 — 1991
Midwest Dental November 2014 - Present
On-Site.com October 2013 - November 2014
First Pacific Corporation July 2010 - October 2013
Henry Schein July 2009 - July 2010
Patterson Dental June 2008 - July 2009
First Pacific Corporation June 2005 - June 2008
Destiny Health 2003 - 2005
Benefitdecisions, Inc. 2002 - 2003
GCG Financial 1998 - 2002
Oxford Health Plans 1997 - 1998
Skills
Sales, Account Management, Selling, Dentistry, Customer Service, Sales Management, Salesforce.com, New Business Development, Cold Calling, Sales Process, Sales Presentations, Leadership, Healthcare, Direct Sales, Negotiation, Medical Devices, Selling Skills, Health Insurance, Sales Force Development, Solution Selling, Product Launch, Dental, Consultative Selling, Microsoft Office, Capital Equipment, Microsoft Excel, Software Solution Sales, Customer Relations, Excel
Education
Baker College Business and Corporate Services 1990 — 1991
Nick Tselekis Nick Tselekis's GCG Financial Experience October 2011 - November 2012
Job Senior Client Associate at RMB Capital
Industry Financial Services
Experience
RMB Capital July 2013 - September 2015
Morgan Stanley Wealth Management December 2012 - July 2013
GCG Financial October 2011 - November 2012
Ilios Partners, LLC November 2005 - December 2010
Ferdinand Capital Inc February 2004 - December 2004
Skills
Wealth Preservation..., Permanent Life Insurance, Business Overhead..., Key Person Protection, College Funding..., Tax Free Income, Tax-advantaged..., Executive Benefit..., Employee Benefits Design, Keoghs, Roth IRA, Business Tax Planning, Personal Financial..., Domestic Partner..., Public Speaking, Social Networking, Visual Thinking, Entrepreneurship, Business Ideas, Collaborative Innovation, Strategic Prospecting, Inbound Lead Generation, Impact Investing, Behavioral Finance, Trading Psychology, Covered Calls, Options Strategies, Social Return on..., Licensed to Sell..., Registered..., Knowledge-hungry Learner, Streamlining Complex..., Small Business..., Term Life Insurance, Irrevocable Life..., Guaranteed Lifetime..., Building Strong..., Experienced Speaker, Positive Personality, Works well individually, Holistic Financial..., Finance, Investment Strategies, Wealth Accumulation..., Investments
Education
University of Illinois at Chicago 1998 — 2002
Bachelor of Science (BS), Economics
University of Wisconsin-Madison 1997 — 1998
Finance
RMB Capital July 2013 - September 2015
Morgan Stanley Wealth Management December 2012 - July 2013
GCG Financial October 2011 - November 2012
Ilios Partners, LLC November 2005 - December 2010
Ferdinand Capital Inc February 2004 - December 2004
Skills
Wealth Preservation..., Permanent Life Insurance, Business Overhead..., Key Person Protection, College Funding..., Tax Free Income, Tax-advantaged..., Executive Benefit..., Employee Benefits Design, Keoghs, Roth IRA, Business Tax Planning, Personal Financial..., Domestic Partner..., Public Speaking, Social Networking, Visual Thinking, Entrepreneurship, Business Ideas, Collaborative Innovation, Strategic Prospecting, Inbound Lead Generation, Impact Investing, Behavioral Finance, Trading Psychology, Covered Calls, Options Strategies, Social Return on..., Licensed to Sell..., Registered..., Knowledge-hungry Learner, Streamlining Complex..., Small Business..., Term Life Insurance, Irrevocable Life..., Guaranteed Lifetime..., Building Strong..., Experienced Speaker, Positive Personality, Works well individually, Holistic Financial..., Finance, Investment Strategies, Wealth Accumulation..., Investments
Education
University of Illinois at Chicago 1998 — 2002
Bachelor of Science (BS), Economics
University of Wisconsin-Madison 1997 — 1998
Finance
Angela Pritchard Angela Pritchard's GCG Financial Experience September 2005 - December 2007
Job Business Manager at Pritchard Family Auto Stores
Industry Automotive
Experience
Pritchard Family Auto Stores December 2007 - Present
GCG Financial September 2005 - December 2007
Skills
Customer Satisfaction, Account Management, Vehicles, Marketing, Management, Sales, Inventory Management, Purchasing, Time Management, Retail, Customer Service, Selling, Marketing Strategy, Sales Management, Strategic Planning, Team Building, Insurance, New Business Development, Leadership, Sales Process, Forecasting
Education
Lake Forest College 2004 — 2007
BA, Communications, Spanish
Center for Cross Cultural Studies 2006 — 2006
Spanish
Pritchard Family Auto Stores December 2007 - Present
GCG Financial September 2005 - December 2007
Skills
Customer Satisfaction, Account Management, Vehicles, Marketing, Management, Sales, Inventory Management, Purchasing, Time Management, Retail, Customer Service, Selling, Marketing Strategy, Sales Management, Strategic Planning, Team Building, Insurance, New Business Development, Leadership, Sales Process, Forecasting
Education
Lake Forest College 2004 — 2007
BA, Communications, Spanish
Center for Cross Cultural Studies 2006 — 2006
Spanish
Renata Krempl's GCG Financial Experience January 2008 - Present
Job Customer Service and Sales Support at GCG Financial
Industry Financial Services
Experience
GCG Financial January 2008 - Present
Barry Bernstein Agency December 2003 - December 2007
Skills
Insurance, Strategic Planning, Public Speaking, Retirement Planning, Nonprofits, Fundraising, Philanthropy, Editing, Event Planning, Marketing, Wealth Management, Coaching, Training, Leadership
Education
Institute for Integrative Nutrition 2012 — 2013
Certified Holistic Health and Wellness Coach, Holistic Health
Jagiellonian University 1986 — 1993
Masters, English
GCG Financial January 2008 - Present
Barry Bernstein Agency December 2003 - December 2007
Skills
Insurance, Strategic Planning, Public Speaking, Retirement Planning, Nonprofits, Fundraising, Philanthropy, Editing, Event Planning, Marketing, Wealth Management, Coaching, Training, Leadership
Education
Institute for Integrative Nutrition 2012 — 2013
Certified Holistic Health and Wellness Coach, Holistic Health
Jagiellonian University 1986 — 1993
Masters, English
Joshua Huster's GCG Financial Experience June 2010 - September 2012
Job Director of Corporate Development for OmniTRAX
Industry Venture Capital & Private Equity
Experience
OmniTRAX, Inc. November 2014 - Present
OmniTRAX, Inc. November 2013 - November 2014
The Broe Group September 2012 - November 2013
GCG Financial June 2010 - September 2012
Skills
Investments, Management, Mergers & Acquisitions, Finance, Due Diligence, Analysis, Oil & Gas Industry, Transportation, Market Research, Financial Analysis, Financial Modeling
Education
University of Colorado at Boulder
BSBA, Emphasis in Finance
Series 7 & Series 66 2010 — 2012
Center for Creative Leadership
Maximizing Leadership Potential Program
OmniTRAX, Inc. November 2014 - Present
OmniTRAX, Inc. November 2013 - November 2014
The Broe Group September 2012 - November 2013
GCG Financial June 2010 - September 2012
Skills
Investments, Management, Mergers & Acquisitions, Finance, Due Diligence, Analysis, Oil & Gas Industry, Transportation, Market Research, Financial Analysis, Financial Modeling
Education
University of Colorado at Boulder
BSBA, Emphasis in Finance
Series 7 & Series 66 2010 — 2012
Center for Creative Leadership
Maximizing Leadership Potential Program
Duane Stevens Duane Stevens's GCG Financial Experience 1996 - Present
Job Financial Advisor at GCG Financial working with successful individuals and businesses
Industry Financial Services
Experience
GCG Financial 1996 - Present
Skills
Estate Planning, Irrevocable Life..., Intergenerational..., Disability Insurance, Long Term Care Insurance, Key Person Protection, Tax-advantaged..., Permanent Life Insurance, Charitable Gift Planning, Wealth Preservation..., Certified Financial..., CLU, CLTC, ChFC, Holistic Financial..., Buy-Sell, SEP IRA, Variable Annuities
Education
Illinois State University 1992 — 1996
Marketing and Insurance/Finance
GCG Financial 1996 - Present
Skills
Estate Planning, Irrevocable Life..., Intergenerational..., Disability Insurance, Long Term Care Insurance, Key Person Protection, Tax-advantaged..., Permanent Life Insurance, Charitable Gift Planning, Wealth Preservation..., Certified Financial..., CLU, CLTC, ChFC, Holistic Financial..., Buy-Sell, SEP IRA, Variable Annuities
Education
Illinois State University 1992 — 1996
Marketing and Insurance/Finance
Lee Goodall Lee Goodall's GCG Financial Experience June 2002 - September 2002
Job Marketing, Outreach, & Government Affairs Consultant | Public Speaker | Political Strategist
Industry Government Relations
Experience
Grossman Heinz June 2013 - Present
Presidential Inaugural Committee December 2012 - January 2013
Democratic National Committee June 2012 - November 2012
Obama-Biden 2012 May 2011 - June 2012
Organizing for America (OFA) at the DNC April 2009 - April 2011
Obama for America February 2008 - December 2008
Morgan Stanley Smith Barney April 2004 - February 2008
Alpha Phi Alpha Fraternity, Inc. District of Illinois February 2001 - April 2007
Capital Financial Group, LLC March 2003 - March 2004
GCG Financial June 2002 - September 2002
Skills
Leadership, Government, Community Outreach, Public Speaking, Strategic Planning, Program Management, Fundraising, Grassroots Organizing, Training, Political Campaigns, Volunteer Management, Budgets, Relationship Management, Coalitions, Political Management, Public Affairs, Project Management, Nonprofits, Grassroots Development, Banking, Credit, Mortgage Lending, Politics, Goal-oriented..., Organizational..., Research, Political Consulting, Policy, Microsoft Excel, Team Leadership, Strategy
Education
Northwestern University 1999 — 2003
Bachelor of Science (B.S.), Communications
Providence St. Mel 1994 — 1999
Grossman Heinz June 2013 - Present
Presidential Inaugural Committee December 2012 - January 2013
Democratic National Committee June 2012 - November 2012
Obama-Biden 2012 May 2011 - June 2012
Organizing for America (OFA) at the DNC April 2009 - April 2011
Obama for America February 2008 - December 2008
Morgan Stanley Smith Barney April 2004 - February 2008
Alpha Phi Alpha Fraternity, Inc. District of Illinois February 2001 - April 2007
Capital Financial Group, LLC March 2003 - March 2004
GCG Financial June 2002 - September 2002
Skills
Leadership, Government, Community Outreach, Public Speaking, Strategic Planning, Program Management, Fundraising, Grassroots Organizing, Training, Political Campaigns, Volunteer Management, Budgets, Relationship Management, Coalitions, Political Management, Public Affairs, Project Management, Nonprofits, Grassroots Development, Banking, Credit, Mortgage Lending, Politics, Goal-oriented..., Organizational..., Research, Political Consulting, Policy, Microsoft Excel, Team Leadership, Strategy
Education
Northwestern University 1999 — 2003
Bachelor of Science (B.S.), Communications
Providence St. Mel 1994 — 1999
Kimberly Schlaepfer's GCG Financial Experience June 2009 - August 2009
Job Sustainability Coordinator at YR&G
Industry Renewables & Environment
Experience
YR&G January 2015 - Present
Natural Capitalism Solutions September 2014 - December 2014
Natural Capitalism Solutions May 2014 - August 2014
Rollins Sustainability Program March 2013 - May 2014
Rollins College January 2012 - May 2014
Deckers Outdoor Corporation June 2013 - August 2013
GCG Financial June 2009 - August 2009
Skills
Sustainability, Spanish, Renewable Energy Policy, Renewable Energy, Sustainable Development, Research, Marketing, Event Planning, Team Leadership, Energy Policy, Geographic Information..., Word Processors, Microsoft Excel, Spanish-speaking, Advertising, Social Media, Advanced Scuba Diving, Environmental Issues, PowerPoint, Prezi, Social Media Marketing, Climate Change, LEED Green Associate, LEED Projects, LEED
Education
Rollins College 2010 — 2014
Bachelor of Arts, International Relations, Graduate
Costa Rica Field Study 2012 — 2013
Sustainable Development, Conservation of Biodiversity, National Parks, Junior/Senior
La Universidad de Oviedo 2012 — 2012
Spanish Language and Literature, Junior
YR&G January 2015 - Present
Natural Capitalism Solutions September 2014 - December 2014
Natural Capitalism Solutions May 2014 - August 2014
Rollins Sustainability Program March 2013 - May 2014
Rollins College January 2012 - May 2014
Deckers Outdoor Corporation June 2013 - August 2013
GCG Financial June 2009 - August 2009
Skills
Sustainability, Spanish, Renewable Energy Policy, Renewable Energy, Sustainable Development, Research, Marketing, Event Planning, Team Leadership, Energy Policy, Geographic Information..., Word Processors, Microsoft Excel, Spanish-speaking, Advertising, Social Media, Advanced Scuba Diving, Environmental Issues, PowerPoint, Prezi, Social Media Marketing, Climate Change, LEED Green Associate, LEED Projects, LEED
Education
Rollins College 2010 — 2014
Bachelor of Arts, International Relations, Graduate
Costa Rica Field Study 2012 — 2013
Sustainable Development, Conservation of Biodiversity, National Parks, Junior/Senior
La Universidad de Oviedo 2012 — 2012
Spanish Language and Literature, Junior
Don Caulley Don Caulley's GCG Financial Experience April 2008 - December 2008
Job Senior Pastor at Grace Church of Perry
Industry Religious Institutions
Experience
Grace Church of Perry January 2011 - Present
GCG Financial April 2008 - December 2008
TAP Pharmaceuticals January 2000 - April 2008
Bank of Tuscaloosa January 1997 - January 2000
Commercial Bank August 1996 - December 1996
Skills
Preaching, Management, Church Events, Teaching, Public Speaking, Theology, Leadership Development, Leadership, Spiritual Direction, Strategic Planning, Team Building, Staff Development, Community Outreach, Sales, Pastoral Care, Government, Missions, Biblical Studies, Discipleship, Religion
Education
Asbury Theological Seminary 2009 — 2010
Master's degree, Biblical Studies
University of Alabama 1992 — 1996
Bachelor's degree, Finance - Concentration in Banking
Grace Church of Perry January 2011 - Present
GCG Financial April 2008 - December 2008
TAP Pharmaceuticals January 2000 - April 2008
Bank of Tuscaloosa January 1997 - January 2000
Commercial Bank August 1996 - December 1996
Skills
Preaching, Management, Church Events, Teaching, Public Speaking, Theology, Leadership Development, Leadership, Spiritual Direction, Strategic Planning, Team Building, Staff Development, Community Outreach, Sales, Pastoral Care, Government, Missions, Biblical Studies, Discipleship, Religion
Education
Asbury Theological Seminary 2009 — 2010
Master's degree, Biblical Studies
University of Alabama 1992 — 1996
Bachelor's degree, Finance - Concentration in Banking
Eric Rosenbloom's GCG Financial Experience September 2002 - Present
Job Financial Consultant/Advisor at GCG Financial
Industry Financial Services
Experience
GCG Financial September 2002 - Present
Education
University of Illinois at Urbana-Champaign - College of Business 1983 — 1987
BS Accountancy
GCG Financial September 2002 - Present
Education
University of Illinois at Urbana-Champaign - College of Business 1983 — 1987
BS Accountancy
Nancy Medin Nancy Medin's GCG Financial Experience January 1989 - Present
Job Director of Human Resources at GCG Financial
Industry Financial Services
Experience
GCG Financial January 1989 - Present
Skills
Employee Benefits, Employee Relations, Performance Management, Teamwork, Human Resources, Benefits Administration, Recruiting, Succession Planning, Leadership, Temporary Placement, Management, Management Consulting, Policy, Executive Coaching, Strategic Planning, Training, Deferred Compensation, Talent Acquisition, Time Management, Leadership Development, Sales, Hiring, Team Building, Coaching, Payroll, Insurance, Employee Engagement
Education
DePaul University
Bachelors Degree, Business
Glenbrook North High School
GCG Financial January 1989 - Present
Skills
Employee Benefits, Employee Relations, Performance Management, Teamwork, Human Resources, Benefits Administration, Recruiting, Succession Planning, Leadership, Temporary Placement, Management, Management Consulting, Policy, Executive Coaching, Strategic Planning, Training, Deferred Compensation, Talent Acquisition, Time Management, Leadership Development, Sales, Hiring, Team Building, Coaching, Payroll, Insurance, Employee Engagement
Education
DePaul University
Bachelors Degree, Business
Glenbrook North High School
Craig G. Nelson Craig G. Nelson's GCG Financial Experience January 2010 - Present
Job GCG Risk Management Consultants, LLC • Risk Management Consultant
Industry Financial Services
Experience
GCG Financial January 2010 - Present
T.J. Adams & Associates January 1995 - 2009
Heil & Heil Insurance Agency 1973 - 1995
Continental Insurance Company 1968 - 1973
Skills
Umbrella Insurance, Risk Management, Brokers, Business Development, Insurance, Property & Casualty..., Workers Compensation, Account Management
Education
St. Olaf College 1962 — 1965
B.A.
GCG Financial January 2010 - Present
T.J. Adams & Associates January 1995 - 2009
Heil & Heil Insurance Agency 1973 - 1995
Continental Insurance Company 1968 - 1973
Skills
Umbrella Insurance, Risk Management, Brokers, Business Development, Insurance, Property & Casualty..., Workers Compensation, Account Management
Education
St. Olaf College 1962 — 1965
B.A.
Nick Wilkins, AIF ® Nick Wilkins, AIF ®'s GCG Financial Experience November 2003 - March 2012
Job Financial Advisor at Blueprint Wealth Advisors LLC
Industry Financial Services
Experience
Blueprint Wealth Advisors LLC March 2012 - Present
GCG Financial November 2003 - March 2012
New England Financial 2001 - 2003
Skills
Series 7, Wealth Management, Investments, Strategic Financial..., Securities, Insurance, Financial Advisory, Life Insurance, Retirement Planning, Asset Allocation, Investment Advisory, Retirement, Mutual Funds, Series 63, 401k, Finance
Education
Michigan State University 1997 — 2001
Finance, Finance & Economics
Loyola Academy 1993 — 1997
Blueprint Wealth Advisors LLC March 2012 - Present
GCG Financial November 2003 - March 2012
New England Financial 2001 - 2003
Skills
Series 7, Wealth Management, Investments, Strategic Financial..., Securities, Insurance, Financial Advisory, Life Insurance, Retirement Planning, Asset Allocation, Investment Advisory, Retirement, Mutual Funds, Series 63, 401k, Finance
Education
Michigan State University 1997 — 2001
Finance, Finance & Economics
Loyola Academy 1993 — 1997
Wayne Berzon Wayne Berzon's GCG Financial Experience December 1993 - Present
Job Vice President, Public Sector at GCG Financial
Industry Financial Services
Experience
GCG Financial December 1993 - Present
Chicago Board of Trade September 1975 - September 1985
Education
The Ohio State University Fisher College of Business 1970 — 1975
B.A., MBA, International Finance
GCG Financial December 1993 - Present
Chicago Board of Trade September 1975 - September 1985
Education
The Ohio State University Fisher College of Business 1970 — 1975
B.A., MBA, International Finance
Brad Shaps Brad Shaps's GCG Financial Experience January 2004 - Present
Job Vice President, Benefits Consulting at GCG Financial
Industry Insurance
Experience
GCG Financial January 2004 - Present
Buck consultants January 2002 - December 2003
PricewaterhouseCoopers 1990 - 2001
Ernst & Young 1983 - 1990
Education
The George Washington University Law School 1980 — 1983
JD
University of Illinois at Urbana-Champaign 1976 — 1980
Bachelor's Degree
new Trier West
GCG Financial January 2004 - Present
Buck consultants January 2002 - December 2003
PricewaterhouseCoopers 1990 - 2001
Ernst & Young 1983 - 1990
Education
The George Washington University Law School 1980 — 1983
JD
University of Illinois at Urbana-Champaign 1976 — 1980
Bachelor's Degree
new Trier West
Eric Rauscher's GCG Financial Experience January 1991 - Present
Job Vice President at GCG Financial
Industry Insurance
Experience
GCG Financial January 1991 - Present
GCG Financial September 1986 - January 1991
Van Stratten Chemical July 1981 - September 1986
Education
Indiana State University 1971 — 1975
BS, Education
GCG Financial January 1991 - Present
GCG Financial September 1986 - January 1991
Van Stratten Chemical July 1981 - September 1986
Education
Indiana State University 1971 — 1975
BS, Education
Tim O'Donnell Tim O'Donnell's GCG Financial Experience June 2006 - August 2013
Job LPL Financial Advisor
Industry Financial Services
Experience
Ode Financial Services September 2013 - Present
Barrington Youth Football 501c3 January 2005 - Present
GCG Financial June 2006 - August 2013
Chicago Board Options Exchange 1999 - 2005
Chicago Board Options Exchange 1984 - 1999
United States Navy December 1980 - December 1984
Skills
Investments, Insurance, Options, Business Strategy, Securities, Employee Benefits, Portfolio Management, Financial Planning, Asset Management, Series 7, Risk Management, Equities, Strategic Financial..., Valuation, Asset Managment, Financial Risk, Capital Markets, Derivatives, Finance, Small Business, Mutual Funds, Retirement Planning, Financial Advisory, Financial Services, Trading, Wealth Management
Education
Northeastern Illinois University 1986 — 1990
Maine West
Ode Financial Services September 2013 - Present
Barrington Youth Football 501c3 January 2005 - Present
GCG Financial June 2006 - August 2013
Chicago Board Options Exchange 1999 - 2005
Chicago Board Options Exchange 1984 - 1999
United States Navy December 1980 - December 1984
Skills
Investments, Insurance, Options, Business Strategy, Securities, Employee Benefits, Portfolio Management, Financial Planning, Asset Management, Series 7, Risk Management, Equities, Strategic Financial..., Valuation, Asset Managment, Financial Risk, Capital Markets, Derivatives, Finance, Small Business, Mutual Funds, Retirement Planning, Financial Advisory, Financial Services, Trading, Wealth Management
Education
Northeastern Illinois University 1986 — 1990
Maine West
Wade Stone's GCG Financial Experience October 2014 - January 2015
Job Technician
Industry Information Technology and Services
Experience
Comcast Cable February 2015 - Present
GCG Financial October 2014 - January 2015
Monsanto- DEKALB Seed Company May 2014 - August 2014
Monsanto- DEKALB Seed Company May 2013 - August 2013
Beelow's Steakhouse May 2012 - August 2012
Ela Township Highway Department May 2011 - August 2011
Skills
Microsoft Office, MS Project, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Troubleshooting, Teamwork, Time Management, Linux, C++, Data Analysis
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (BS), Technical Systems Management
Comcast Cable February 2015 - Present
GCG Financial October 2014 - January 2015
Monsanto- DEKALB Seed Company May 2014 - August 2014
Monsanto- DEKALB Seed Company May 2013 - August 2013
Beelow's Steakhouse May 2012 - August 2012
Ela Township Highway Department May 2011 - August 2011
Skills
Microsoft Office, MS Project, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Troubleshooting, Teamwork, Time Management, Linux, C++, Data Analysis
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (BS), Technical Systems Management
Rachel Fersten Rachel Fersten's GCG Financial Experience November 2011 - May 2014
Job Sales Development at Windy City Linen
Industry Events Services
Experience
Windy City Linen May 2014 - Present
GCG Financial November 2011 - May 2014
McTigue Financial Group October 2009 - July 2011
Check Management June 1998 - April 2010
Skills
Event Planning, Sales, New Business Development, Corporate Events, Social Event Planning, Management, Customer Service, Program Management, Marketing, Leadership, Marketing Strategy, Strategic Planning, Team Building, Small Business, Event Management, Social Media Marketing, Public Speaking, Social Networking, Sales Management, Social Media, Account Management, Marketing Communications, Linens, Networking
Education
The Ohio State University 1988 — 1992
Bachelor of Business Administration (BBA), Business Administration and Management, General
The Ohio State University Fisher College of Business 1988 — 1992
Bachelors, Business
Windy City Linen May 2014 - Present
GCG Financial November 2011 - May 2014
McTigue Financial Group October 2009 - July 2011
Check Management June 1998 - April 2010
Skills
Event Planning, Sales, New Business Development, Corporate Events, Social Event Planning, Management, Customer Service, Program Management, Marketing, Leadership, Marketing Strategy, Strategic Planning, Team Building, Small Business, Event Management, Social Media Marketing, Public Speaking, Social Networking, Sales Management, Social Media, Account Management, Marketing Communications, Linens, Networking
Education
The Ohio State University 1988 — 1992
Bachelor of Business Administration (BBA), Business Administration and Management, General
The Ohio State University Fisher College of Business 1988 — 1992
Bachelors, Business
Derek Meade Derek Meade's GCG Financial Experience January 2006 - February 2007
Job
Industry Capital Markets
Experience
Charles Schwab August 2015 - Present
Performance Trust Capital Partners November 2013 - July 2015
Performance Trust Capital Partners June 2010 - November 2013
Performance Trust Capital Partners September 2008 - June 2010
Performance Trust Capital Partners March 2007 - August 2008
GCG Financial January 2006 - February 2007
GCG Financial May 2005 - August 2005
Education
Truman State University 2001 — 2005
Bachelor of Science in Business Administration (BSBA), Finance, Marketing
Lawton High School (Lawton, MI) 1997 — 2001
Charles Schwab August 2015 - Present
Performance Trust Capital Partners November 2013 - July 2015
Performance Trust Capital Partners June 2010 - November 2013
Performance Trust Capital Partners September 2008 - June 2010
Performance Trust Capital Partners March 2007 - August 2008
GCG Financial January 2006 - February 2007
GCG Financial May 2005 - August 2005
Education
Truman State University 2001 — 2005
Bachelor of Science in Business Administration (BSBA), Finance, Marketing
Lawton High School (Lawton, MI) 1997 — 2001
Bruce Friedman Bruce Friedman's GCG Financial Experience May 2008 - Present
Job Vice President at GCG Financial
Industry Financial Services
Experience
GCG Financial May 2008 - Present
Northern Trust 1989 - 2007
Skills
Trusts, Estate Planning, Series 7, Investments, Securities, Wealth Management, Retirement Planning, Portfolio Management, Mutual Funds, Insurance, Asset Allocation, Investment Advisory, Strategic Financial..., Asset Management, Investment Strategies, Wealth Management..., Life Insurance, Disability Insurance, Long-term Care, Employee Benefits, High Net Worth..., Term Life Insurance, Retirement, Financial Advisory, 401k, Finance, Health Insurance
Education
Syracuse University 1983 — 1987
GCG Financial May 2008 - Present
Northern Trust 1989 - 2007
Skills
Trusts, Estate Planning, Series 7, Investments, Securities, Wealth Management, Retirement Planning, Portfolio Management, Mutual Funds, Insurance, Asset Allocation, Investment Advisory, Strategic Financial..., Asset Management, Investment Strategies, Wealth Management..., Life Insurance, Disability Insurance, Long-term Care, Employee Benefits, High Net Worth..., Term Life Insurance, Retirement, Financial Advisory, 401k, Finance, Health Insurance
Education
Syracuse University 1983 — 1987
Kelly Bainbridge Kelly Bainbridge's GCG Financial Experience April 2011 - May 2012
Job Instructor of English as a Second Language
Industry Higher Education
Experience
GCG Financial April 2011 - May 2012
Computer Systems Institute 2012 - 2012
Computer Systems Institute October 2010 - June 2011
GCG Financial May 2007 - April 2011
Poder Learning Center 2008 - 2009
Roseville Adult Learning Center 2003 - 2007
Roseville Area Schools 2003 - 2007
Skills
ESL
Education
DePaul University 2007 — 2010
M.Ed., Bilingual Bicultural Education
University of Wisconsin-Madison 2000 — 2003
B.A., Political Science & Psychology
GCG Financial April 2011 - May 2012
Computer Systems Institute 2012 - 2012
Computer Systems Institute October 2010 - June 2011
GCG Financial May 2007 - April 2011
Poder Learning Center 2008 - 2009
Roseville Adult Learning Center 2003 - 2007
Roseville Area Schools 2003 - 2007
Skills
ESL
Education
DePaul University 2007 — 2010
M.Ed., Bilingual Bicultural Education
University of Wisconsin-Madison 2000 — 2003
B.A., Political Science & Psychology
Ethan Rosenbloom's GCG Financial Experience June 2008 - June 2010
Job Analyst at Discovery Group
Industry Investment Management
Experience
Discovery Group June 2014 - Present
UBS June 2013 - August 2013
Quill Corporation June 2012 - August 2012
GCG Financial June 2008 - June 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, Time Management, Organization, Superior Work Ethic, Teamwork, Microsoft Office, Public Speaking, Investments, PowerPoint, Portfolio Management, Access, Social Networking, Market Research, Financial Analysis, Leadership, Research
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Science (B.S.), Finance and Financial Management Services
Indiana University Bloomington 2010 — 2014
Finance
Discovery Group June 2014 - Present
UBS June 2013 - August 2013
Quill Corporation June 2012 - August 2012
GCG Financial June 2008 - June 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, Time Management, Organization, Superior Work Ethic, Teamwork, Microsoft Office, Public Speaking, Investments, PowerPoint, Portfolio Management, Access, Social Networking, Market Research, Financial Analysis, Leadership, Research
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Science (B.S.), Finance and Financial Management Services
Indiana University Bloomington 2010 — 2014
Finance
Annie Huebner Annie Huebner's GCG Financial Experience December 2007 - August 2008
Job Product Manager at bswift
Industry Information Technology and Services
Experience
bswift May 2013 - Present
bswift June 2012 - April 2013
bswift February 2010 - June 2012
bswift September 2008 - March 2010
GCG Financial December 2007 - August 2008
Lake Forest College August 2007 - May 2008
Skills
Employee Benefits, HRIS, Account Management, Health Insurance, Management, Interviews, Insurance, Recruiting, Benefits Administration, Onboarding, Payroll, Performance Management, Employee Relations, Human Resources, Vendor Management, Marketing
Education
Lake Forest College 2005 — 2008
Bachelors, Communications, Sociology and Anthropology
Saint Louis University 2004 — 2005
bswift May 2013 - Present
bswift June 2012 - April 2013
bswift February 2010 - June 2012
bswift September 2008 - March 2010
GCG Financial December 2007 - August 2008
Lake Forest College August 2007 - May 2008
Skills
Employee Benefits, HRIS, Account Management, Health Insurance, Management, Interviews, Insurance, Recruiting, Benefits Administration, Onboarding, Payroll, Performance Management, Employee Relations, Human Resources, Vendor Management, Marketing
Education
Lake Forest College 2005 — 2008
Bachelors, Communications, Sociology and Anthropology
Saint Louis University 2004 — 2005
Arnold J. Bender, CLU, ChFC Arnold J. Bender, CLU, ChFC's GCG Financial Experience January 1992 - Present
Job Senior Associate, GCG Financial, Inc.
Industry Insurance
Experience
GCG Financial January 1992 - Present
Congregation Beth Judea July 2015 - Present
Congregation Beth Judea 2012 - June 2015
BGRA 2008 - September 2014
Harris,Weindruch & Co, Inc December 1985 - January 1992
Skills
Mutual Funds, Insurance, Investments, Life Insurance, Financial Advisory, Employee Benefits, Disability Insurance, Securities, Investment Strategies, Financial Services, Health Insurance, Pensions
Education
Illinois State University 1979 — 1984
BS, Accounting
Wood Oaks Jr High 1973 — 1975
American College
CLU,ChFC, Insurance
GCG Financial January 1992 - Present
Congregation Beth Judea July 2015 - Present
Congregation Beth Judea 2012 - June 2015
BGRA 2008 - September 2014
Harris,Weindruch & Co, Inc December 1985 - January 1992
Skills
Mutual Funds, Insurance, Investments, Life Insurance, Financial Advisory, Employee Benefits, Disability Insurance, Securities, Investment Strategies, Financial Services, Health Insurance, Pensions
Education
Illinois State University 1979 — 1984
BS, Accounting
Wood Oaks Jr High 1973 — 1975
American College
CLU,ChFC, Insurance
Matt Schlaepfer Matt Schlaepfer's GCG Financial Experience January 1999 - Present
Job Partner at GCG Financial
Industry Financial Services
Experience
GCG Financial January 1999 - Present
Mass Mutual July 1983 - December 1989
Education
American College 1991 — 1992
RHU, Employee Benefits
American College 1990 — 1991
CLU, Financial Planning
American College 1989 — 1990
ChFC, Financial Planning
Principia College 1978 — 1982
BA, Economics & Business
GCG Financial January 1999 - Present
Mass Mutual July 1983 - December 1989
Education
American College 1991 — 1992
RHU, Employee Benefits
American College 1990 — 1991
CLU, Financial Planning
American College 1989 — 1990
ChFC, Financial Planning
Principia College 1978 — 1982
BA, Economics & Business
Christine Kusher Christine Kusher's GCG Financial Experience August 2002 - November 2006
Job Financial Advisor
Industry Financial Services
Experience
Musician 2000 - 2014
VALIC October 2008 - October 2010
MetLife November 2006 - September 2008
GCG Financial August 2002 - November 2006
Doblin Group 1996 - 2002
Meridian Leasing Corporation 1987 - 1996
Education
The University of Chicago Booth School of Business 1991 — 1994
MBA, Finance, Business Strategy
Saint Mary's University of Minnesota 1984 — 1988
BA, Finance, Business Administration
Musician 2000 - 2014
VALIC October 2008 - October 2010
MetLife November 2006 - September 2008
GCG Financial August 2002 - November 2006
Doblin Group 1996 - 2002
Meridian Leasing Corporation 1987 - 1996
Education
The University of Chicago Booth School of Business 1991 — 1994
MBA, Finance, Business Strategy
Saint Mary's University of Minnesota 1984 — 1988
BA, Finance, Business Administration
Morgan Nichols Morgan Nichols's GCG Financial Experience 1996 - 2000
Job Financial Recruiter, Managing Partner at Torrey & Gray
Industry Accounting
Experience
Torrey & Gray November 2007 - Present
Jackson Wabash December 2003 - September 2007
Robert Half International August 2000 - October 2003
GCG Financial 1996 - 2000
Skills
Temporary Placement, Consulting, Tax, Sarbanes-Oxley Act, Finance, Auditing, Financial Analysis, PeopleSoft, Financial Reporting, Internal Audit, Recruiting, Payroll, Mergers, Financial Accounting, Internal Controls, Human Resources, Forecasting, Talent Acquisition, Process Improvement, Management Consulting, Interviews, Talent Management, Account Reconciliation, Cost Accounting, Strategy, Start-ups, Consolidation, Variance Analysis, Financial Services, SEC filings, Budgets, Corporate Finance, Temporary Staffing
Education
North Park University 1989 — 1993
B.A., Finance and Marketing
Centralia High School
Torrey & Gray November 2007 - Present
Jackson Wabash December 2003 - September 2007
Robert Half International August 2000 - October 2003
GCG Financial 1996 - 2000
Skills
Temporary Placement, Consulting, Tax, Sarbanes-Oxley Act, Finance, Auditing, Financial Analysis, PeopleSoft, Financial Reporting, Internal Audit, Recruiting, Payroll, Mergers, Financial Accounting, Internal Controls, Human Resources, Forecasting, Talent Acquisition, Process Improvement, Management Consulting, Interviews, Talent Management, Account Reconciliation, Cost Accounting, Strategy, Start-ups, Consolidation, Variance Analysis, Financial Services, SEC filings, Budgets, Corporate Finance, Temporary Staffing
Education
North Park University 1989 — 1993
B.A., Finance and Marketing
Centralia High School
Sheldon Bender Sheldon Bender's GCG Financial Experience August 1982 - Present
Job V.P. at GCG Financial
Industry Financial Services
Experience
GCG Financial August 1982 - Present
FOEM 2006 - February 2010
Skills
Retirement Plan...
Education
Harper College
Eastern Illinois University
GBN
GCG Financial August 1982 - Present
FOEM 2006 - February 2010
Skills
Retirement Plan...
Education
Harper College
Eastern Illinois University
GBN
Art Chantler RHU,REBC Art Chantler RHU,REBC's GCG Financial Experience
Job VP at GCG Financial
Industry Insurance
Experience
GCG Financial
Skills
Disability Insurance, Employee Benefits, 401k, Long-term Care, Life Insurance, Insurance, Long Term Care Insurance, Leadership, Health Savings Accounts, Retirement, Dentistry, Securities, Underwriting
Education
Miami University 1957 — 1961
Bachelors, Marketing and Economics
GCG Financial
Skills
Disability Insurance, Employee Benefits, 401k, Long-term Care, Life Insurance, Insurance, Long Term Care Insurance, Leadership, Health Savings Accounts, Retirement, Dentistry, Securities, Underwriting
Education
Miami University 1957 — 1961
Bachelors, Marketing and Economics
Jeff Kolker Jeff Kolker's GCG Financial Experience 1992 - Present
Job Vice President of Employee Benefits at GCG Financial
Industry Insurance
Experience
GCG Financial 1992 - Present
Education
University of Denver 1983 — 1987
BS, Accounting
GCG Financial 1992 - Present
Education
University of Denver 1983 — 1987
BS, Accounting
Louie Miller's GCG Financial Experience July 2000 - May 2005
Job President at Benefit Resource Group
Industry Insurance
Experience
D.T.C. Chamber of Commerce 2011 - Present
Benefit Resource Group April 2010 - Present
CIA Leavitt Insurance February 2009 - April 2010
Master Minds Group 2009 - 2010
ABD Insurance and Financial Services May 2005 - September 2007
GCG Financial July 2000 - May 2005
Skills
Employee Benefits, Insurance, Disability Insurance, Long-term Care, Health Insurance, Strategic Planning, Leadership Development, Recruiting, Workers Compensation, Team Building, Employee Relations, Negotiation, Coaching, Succession Planning, Public Speaking, Healthcare, HRIS, Payroll, Performance Management, Deferred Compensation
Education
Pomona 1977 — 1980
Regis University
BA, Business Administration/Management/Marketing
D.T.C. Chamber of Commerce 2011 - Present
Benefit Resource Group April 2010 - Present
CIA Leavitt Insurance February 2009 - April 2010
Master Minds Group 2009 - 2010
ABD Insurance and Financial Services May 2005 - September 2007
GCG Financial July 2000 - May 2005
Skills
Employee Benefits, Insurance, Disability Insurance, Long-term Care, Health Insurance, Strategic Planning, Leadership Development, Recruiting, Workers Compensation, Team Building, Employee Relations, Negotiation, Coaching, Succession Planning, Public Speaking, Healthcare, HRIS, Payroll, Performance Management, Deferred Compensation
Education
Pomona 1977 — 1980
Regis University
BA, Business Administration/Management/Marketing
Jill Kaz, CFP®'s GCG Financial Experience March 2010 - Present
Job Bringing financial guidance and support to executives and their families.
Industry Financial Services
Experience
GCG Financial March 2010 - Present
Zebra Technologies February 2008 - July 2009
Exclaim Inc. February 2005 - February 2008
CVS Caremark Corporation August 2002 - February 2005
Echo 3 New Media, Inc March 2000 - April 2002
Ameritech (Now AT&T) February 1995 - March 2000
AT&T January 1990 - September 1995
AT&T October 1988 - January 1990
Skills
Personal Financial..., Long Term Care Insurance, Retirement Planning, Investment Strategies, Disability Insurance, Trusted Advisor, Small Business..., Key Person Insurance
Education
University of Colorado Boulder 1981 — 1986
Bachelor of Arts, International Relations
GCG Financial March 2010 - Present
Zebra Technologies February 2008 - July 2009
Exclaim Inc. February 2005 - February 2008
CVS Caremark Corporation August 2002 - February 2005
Echo 3 New Media, Inc March 2000 - April 2002
Ameritech (Now AT&T) February 1995 - March 2000
AT&T January 1990 - September 1995
AT&T October 1988 - January 1990
Skills
Personal Financial..., Long Term Care Insurance, Retirement Planning, Investment Strategies, Disability Insurance, Trusted Advisor, Small Business..., Key Person Insurance
Education
University of Colorado Boulder 1981 — 1986
Bachelor of Arts, International Relations
Ben Greenberg's GCG Financial Experience September 2008 - May 2010
Job
Industry Medical Devices
Experience
LifeCell, an Acelity company August 2015 - Present
CooperSurgical August 2013 - August 2015
CooperSurgical November 2012 - July 2013
McKesson June 2010 - August 2012
GCG Financial September 2008 - May 2010
Indiana University August 2004 - May 2008
Skills
Hospitals, Sales, Account Management, Strategic Planning, Selling, New Business Development
Education
Indiana University Bloomington 2004 — 2008
Bachelor, Biology
Highland Park High School 2000 — 2004
LifeCell, an Acelity company August 2015 - Present
CooperSurgical August 2013 - August 2015
CooperSurgical November 2012 - July 2013
McKesson June 2010 - August 2012
GCG Financial September 2008 - May 2010
Indiana University August 2004 - May 2008
Skills
Hospitals, Sales, Account Management, Strategic Planning, Selling, New Business Development
Education
Indiana University Bloomington 2004 — 2008
Bachelor, Biology
Highland Park High School 2000 — 2004
Chris Strubel's GCG Financial Experience January 2013 - Present
Job Financial Advisor at GCG Financial
Industry Investment Management
Experience
GCG Financial January 2013 - Present
Wells Fargo October 2011 - December 2012
Valley Country Club March 2008 - September 2011
Education
Colorado State University
Business Administration and Management, General
Ponderosa High School
GCG Financial January 2013 - Present
Wells Fargo October 2011 - December 2012
Valley Country Club March 2008 - September 2011
Education
Colorado State University
Business Administration and Management, General
Ponderosa High School
Susan Currie Susan Currie's GCG Financial Experience 2007 - 2008
Job Senior Territory Manager at Ormco A Danaher Company
Industry Medical Devices
Experience
Ormco - A Danaher Company April 2015 - Present
Hu-Friedy Mfg. Co., LLC June 2014 - April 2015
Axis SybronEndo - KaVo Kerr Group - A Danaher Company 2012 - 2014
PayNet, Inc. 2008 - 2012
GCG Financial 2007 - 2008
GCG Financial 2006 - 2007
GCG Financial 2004 - 2006
Renaissance Financial 2002 - 2004
Skills
Sales, Portfolio Management, Marketing, Account Management, Recruiting, Selling, Sales Operations, Business Development, CRM, Marketing Strategy, Sales Process, Banking, Cold Calling, Management
Education
Northern Illinois University 1997 — 2000
B.S., Marketing
Iowa State University 1995 — 1997
Ormco - A Danaher Company April 2015 - Present
Hu-Friedy Mfg. Co., LLC June 2014 - April 2015
Axis SybronEndo - KaVo Kerr Group - A Danaher Company 2012 - 2014
PayNet, Inc. 2008 - 2012
GCG Financial 2007 - 2008
GCG Financial 2006 - 2007
GCG Financial 2004 - 2006
Renaissance Financial 2002 - 2004
Skills
Sales, Portfolio Management, Marketing, Account Management, Recruiting, Selling, Sales Operations, Business Development, CRM, Marketing Strategy, Sales Process, Banking, Cold Calling, Management
Education
Northern Illinois University 1997 — 2000
B.S., Marketing
Iowa State University 1995 — 1997
Dana Smessaert Dana Smessaert's GCG Financial Experience October 2014 - Present
Job Submission Coordinator at GCG Financial
Industry Insurance
Experience
GCG Financial October 2014 - Present
GCG Financial March 2014 - Present
GCG Financial February 2013 - February 2014
Pandora Jewelry July 2011 - January 2012
Pandora Jewelry CEE October 2009 - July 2011
Carson Pirie Scott April 2006 - November 2009
Clark Street Sports May 2008 - September 2009
Coach October 2008 - May 2009
Skills
Windows 7, Mac OS X, Typing, Merchandising, Visual Merchandising, Buying, Customer Service, Organizing, Retail Management, Scheduling, Shipping/receiving, Store Management, Inventory Control, Distribution Center..., Loss Prevention, Retail, Inventory Management, Window Displays, Retail Sales, Department Stores, Store Operations, POS, Purchasing, Outlook, Retail Buying, Teamwork, PowerPoint, Microsoft Word, Telephone Skills, Microsoft Excel, Cashiering, Social Networking, Facebook, Microsoft Office, Training
Education
Columbia College 2008 — 2009
Vernon Hills High School
GCG Financial October 2014 - Present
GCG Financial March 2014 - Present
GCG Financial February 2013 - February 2014
Pandora Jewelry July 2011 - January 2012
Pandora Jewelry CEE October 2009 - July 2011
Carson Pirie Scott April 2006 - November 2009
Clark Street Sports May 2008 - September 2009
Coach October 2008 - May 2009
Skills
Windows 7, Mac OS X, Typing, Merchandising, Visual Merchandising, Buying, Customer Service, Organizing, Retail Management, Scheduling, Shipping/receiving, Store Management, Inventory Control, Distribution Center..., Loss Prevention, Retail, Inventory Management, Window Displays, Retail Sales, Department Stores, Store Operations, POS, Purchasing, Outlook, Retail Buying, Teamwork, PowerPoint, Microsoft Word, Telephone Skills, Microsoft Excel, Cashiering, Social Networking, Facebook, Microsoft Office, Training
Education
Columbia College 2008 — 2009
Vernon Hills High School
Connie Ferraro Connie Ferraro's GCG Financial Experience November 2002 - August 2009
Job Blogger at Romantic Getaways by Connie
Industry Entertainment
Experience
Romantic Getaways by Connie January 2011 - Present
GCG Financial November 2002 - August 2009
First National Bank of Chicago February 1979 - April 1981
Maremont Corporation September 1978 - January 1979
Skills
Social Media, Creative Writing, Editing, Blogging, Film, Entertainment, Licensed Life & Health..., Certified Meeting..., Content Strategy, Publishing, New Media, Facebook, Social Networking, Event Management, Customer Service, Public Speaking, Marketing, Event Planning, Management
Education
College of Lake County 2000 — 2002
Harper College 2000 — 2001
Advanced Meeting Planning
Glenbard North High School
Romantic Getaways by Connie January 2011 - Present
GCG Financial November 2002 - August 2009
First National Bank of Chicago February 1979 - April 1981
Maremont Corporation September 1978 - January 1979
Skills
Social Media, Creative Writing, Editing, Blogging, Film, Entertainment, Licensed Life & Health..., Certified Meeting..., Content Strategy, Publishing, New Media, Facebook, Social Networking, Event Management, Customer Service, Public Speaking, Marketing, Event Planning, Management
Education
College of Lake County 2000 — 2002
Harper College 2000 — 2001
Advanced Meeting Planning
Glenbard North High School
Karen Page Karen Page's GCG Financial Experience October 2001 - June 2006
Job Operations and Human Resources Manager at Lee Antenna & Line Service, Inc.
Industry Telecommunications
Experience
Lee Antenna & Line Service, Inc. September 2014 - Present
Arthur J. Gallagher & Co. July 2011 - September 2014
USI Insurance Services August 2009 - July 2011
Chicago Symphony Orchestra June 2010 - June 2011
Willis June 2006 - August 2009
GCG Financial October 2001 - June 2006
Skills
Employee Benefits, Health Insurance, Marketing, Negotiation, Program Management, Project Management, Project Planning, Disability Insurance, Microsoft Excel, Insurance, Account Management, Leadership, Health Savings Accounts, Human Resources, Management
Education
Illinois Wesleyan University 1996 — 2000
B.A., Biology, Cum Laude
Denmark's International Study Program, Copenhagen, Denmark
Marine Biology
Marine Biology of the Great Barrier Reef, Queensland, Australia
Marine Biology
Lee Antenna & Line Service, Inc. September 2014 - Present
Arthur J. Gallagher & Co. July 2011 - September 2014
USI Insurance Services August 2009 - July 2011
Chicago Symphony Orchestra June 2010 - June 2011
Willis June 2006 - August 2009
GCG Financial October 2001 - June 2006
Skills
Employee Benefits, Health Insurance, Marketing, Negotiation, Program Management, Project Management, Project Planning, Disability Insurance, Microsoft Excel, Insurance, Account Management, Leadership, Health Savings Accounts, Human Resources, Management
Education
Illinois Wesleyan University 1996 — 2000
B.A., Biology, Cum Laude
Denmark's International Study Program, Copenhagen, Denmark
Marine Biology
Marine Biology of the Great Barrier Reef, Queensland, Australia
Marine Biology
Jesse Pleuss Jesse Pleuss's GCG Financial Experience April 2005 - Present
Job Senior Employee Benefit Consultant
Industry Insurance
Experience
GCG Financial April 2005 - Present
Private Healthcare Systems 2000 - 2005
American Medical Security 1993 - 2000
Education
Elmhurst College 2005 — 2007
MBA, Business
Saint Mary's University of Minnesota 1989 — 1993
Bachelor of Arts, Marketing
Chaminade University of Honolulu 1992 — 1992
Premontre H.S. Green Bay 1985 — 1989
High School
GCG Financial April 2005 - Present
Private Healthcare Systems 2000 - 2005
American Medical Security 1993 - 2000
Education
Elmhurst College 2005 — 2007
MBA, Business
Saint Mary's University of Minnesota 1989 — 1993
Bachelor of Arts, Marketing
Chaminade University of Honolulu 1992 — 1992
Premontre H.S. Green Bay 1985 — 1989
High School
Arthur Gold's GCG Financial Experience 1991 - Present
Job Financial Advisor at GCG Financial
Industry Financial Services
Experience
GCG Financial 1991 - Present
Education
Roosevelt University
Bachelors, Accounting
GCG Financial 1991 - Present
Education
Roosevelt University
Bachelors, Accounting
Dan Peters,CFP® Dan Peters,CFP®'s GCG Financial Experience 2006 - Present
Job Financial Advisor at GCG Financial
Industry Financial Services
Experience
GCG Financial 2006 - Present
CDW 2003 - 2006
Education
Augustana College 1999 — 2003
Finance, Marketing & Management
GCG Financial 2006 - Present
CDW 2003 - 2006
Education
Augustana College 1999 — 2003
Finance, Marketing & Management
Lena Borski Lena Borski's GCG Financial Experience October 2003 - December 2012
Job Sr. Client Account Consultant at Mercer Consumer
Industry Insurance
Experience
Mercer Consumer April 2015 - Present
LTCI Partners January 2013 - February 2015
GCG Financial October 2003 - December 2012
LTCI Partners 1997 - 2003
Skills
Long-term Care, Term Life Insurance, Disability Insurance, Long Term Care Insurance, Financial Advisory, Financial Planners, Employee Benefits, Sales Management, Retirement Planning, Team Building, Customer-focused Service, Sales, Self-management, Customer Service, Insurance
Education
Barat College of DePaul University 1990 — 1993
Bachelor of Science (BS), Management and Business with Marketing Specialization, Dean's List and Magna Cum Laude with departmental honors
College of Lake County 1988 — 1990
Associate's degree, Business Administration and Management, General
Mercer Consumer April 2015 - Present
LTCI Partners January 2013 - February 2015
GCG Financial October 2003 - December 2012
LTCI Partners 1997 - 2003
Skills
Long-term Care, Term Life Insurance, Disability Insurance, Long Term Care Insurance, Financial Advisory, Financial Planners, Employee Benefits, Sales Management, Retirement Planning, Team Building, Customer-focused Service, Sales, Self-management, Customer Service, Insurance
Education
Barat College of DePaul University 1990 — 1993
Bachelor of Science (BS), Management and Business with Marketing Specialization, Dean's List and Magna Cum Laude with departmental honors
College of Lake County 1988 — 1990
Associate's degree, Business Administration and Management, General
Ronald Bernstein, CFP®, CIMA®, CWS®, CLTC's GCG Financial Experience August 2005 - Present
Job Senior Wealth Management Advisor at GCG Financial
Industry Financial Services
Experience
GCG Financial August 2005 - Present
GCG Financial August 2005 - Present
GCG Financial August 2005 - Present
National Multiple Sclerosis Society 2004 - Present
Universal Footcare Products, Inc. May 2000 - August 2005
A.H. Weiss Companay May 1997 - May 2000
Blackman Kallick January 1990 - May 1997
Education
Northwestern University - Kellogg School of Management 2002 — 2003
University of Arizona 1981 — 1985
BSBA, Finance, Accounting
GCG Financial August 2005 - Present
GCG Financial August 2005 - Present
GCG Financial August 2005 - Present
National Multiple Sclerosis Society 2004 - Present
Universal Footcare Products, Inc. May 2000 - August 2005
A.H. Weiss Companay May 1997 - May 2000
Blackman Kallick January 1990 - May 1997
Education
Northwestern University - Kellogg School of Management 2002 — 2003
University of Arizona 1981 — 1985
BSBA, Finance, Accounting
Charles Melka CFP®, CPA CLTC Charles Melka CFP®, CPA CLTC's GCG Financial Experience April 1992 - January 2015
Job Certified Financial Planner™ at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2015 - Present
GCG Financial April 1992 - January 2015
Skills
Investments, Securities, Strategic Financial..., Retirement, Series 7, Estate Planning, Wealth Management, Portfolio Management, Asset Managment, Insurance, Investment Management, Financial Advisory, Financial Analysis, Employee Benefits, Asset Allocation, Investment Strategies, Life Insurance, Alternative Investments, Asset Management, Strategy, Financial Services, Small Business, Investment Advisory, Financial Planners, Finance, Mutual Funds, Equities, Wealth Management..., 401k, Qualified Retirement..., Retirement Plan..., Non-Qualified Deferred..., Executive Benefit..., Wealth Accumulation..., Wealth Preservation..., College Funding..., College Education...
Education
Arizona State University 1982 — 1986
B.S., Finance, Accounting
St. Francis High School 1977 — 1981
LPL Financial January 2015 - Present
GCG Financial April 1992 - January 2015
Skills
Investments, Securities, Strategic Financial..., Retirement, Series 7, Estate Planning, Wealth Management, Portfolio Management, Asset Managment, Insurance, Investment Management, Financial Advisory, Financial Analysis, Employee Benefits, Asset Allocation, Investment Strategies, Life Insurance, Alternative Investments, Asset Management, Strategy, Financial Services, Small Business, Investment Advisory, Financial Planners, Finance, Mutual Funds, Equities, Wealth Management..., 401k, Qualified Retirement..., Retirement Plan..., Non-Qualified Deferred..., Executive Benefit..., Wealth Accumulation..., Wealth Preservation..., College Funding..., College Education...
Education
Arizona State University 1982 — 1986
B.S., Finance, Accounting
St. Francis High School 1977 — 1981
Judi DelaPena Judi DelaPena's GCG Financial Experience January 2011 - December 2011
Job
Industry Printing
Experience
Domino Amjet, Inc December 2011 - Present
GCG Financial January 2011 - December 2011
DB Aviation March 2004 - November 2010
DB Aviation March 2004 - November 2010
Brunswick Corporation September 1999 - March 2004
Abbott Laboratories August 1998 - September 1999
MMI Companies July 1989 - July 1998
Skills
PowerPoint, Event Management, Administration, Customer Relations, Microsoft Office, Concur, Lotus Notes, Customer Service
Education
Kaplan University 2011 — 2011
Licensed Insurance Producer - Life and Health
University of Minnesota Duluth 1984 — 1986
Domino Amjet, Inc December 2011 - Present
GCG Financial January 2011 - December 2011
DB Aviation March 2004 - November 2010
DB Aviation March 2004 - November 2010
Brunswick Corporation September 1999 - March 2004
Abbott Laboratories August 1998 - September 1999
MMI Companies July 1989 - July 1998
Skills
PowerPoint, Event Management, Administration, Customer Relations, Microsoft Office, Concur, Lotus Notes, Customer Service
Education
Kaplan University 2011 — 2011
Licensed Insurance Producer - Life and Health
University of Minnesota Duluth 1984 — 1986
Richard Levitz Richard Levitz's GCG Financial Experience August 1992 - Present
Job President, Wealth Management at GCG Financial
Industry Financial Services
Experience
GCG Financial August 1992 - Present
Kirkland & Ellis August 1989 - May 1992
Education
University of Illinois College of Law 1985 — 1998
Juris Doctor (J.D.), Magna Cum Laude
University of Denver 1981 — 1985
Bachelor’s Degree, Finance and Financial Management Services
GCG Financial August 1992 - Present
Kirkland & Ellis August 1989 - May 1992
Education
University of Illinois College of Law 1985 — 1998
Juris Doctor (J.D.), Magna Cum Laude
University of Denver 1981 — 1985
Bachelor’s Degree, Finance and Financial Management Services
Brent Rosen, CBC's GCG Financial Experience October 2004 - Present
Job Employee Benefits Consultant & Financial Advisor at GCG Financial, Inc.
Industry Financial Services
Experience
GCG Financial October 2004 - Present
Lasalle Bank 2002 - 2004
Skills
Employee Benefits, Health Insurance, Insurance, Small Business, Health Care Reform, Term Life Insurance, Key Person Protection, Brokers, Management, Risk Management, Employee Benefits Design, Defined Benefit
Education
Indiana University Bloomington 1998 — 2002
Finance
GCG Financial October 2004 - Present
Lasalle Bank 2002 - 2004
Skills
Employee Benefits, Health Insurance, Insurance, Small Business, Health Care Reform, Term Life Insurance, Key Person Protection, Brokers, Management, Risk Management, Employee Benefits Design, Defined Benefit
Education
Indiana University Bloomington 1998 — 2002
Finance
Kelsie Miller's GCG Financial Experience September 2014 - May 2015
Job Inland Marine Underwriter UPDP at Travelers
Industry Insurance
Experience
Travelers June 2015 - Present
GCG Financial September 2014 - May 2015
Private Family August 2012 - May 2015
Garden City Property Management May 2011 - July 2013
Skills
Public Speaking, Fundraising, Social Media, Microsoft Excel, Microsoft Word, Event Planning, Organization, Time Management, Research, Social Networking, Leadership
Education
Lake Forest College 2011 — 2015
Bachelor of Arts (B.A.), Economics, 3.495 GPA
Sentinel High School, Missoula, MT 2008 — 2011
High School Diploma, 4.0 GPA
Travelers June 2015 - Present
GCG Financial September 2014 - May 2015
Private Family August 2012 - May 2015
Garden City Property Management May 2011 - July 2013
Skills
Public Speaking, Fundraising, Social Media, Microsoft Excel, Microsoft Word, Event Planning, Organization, Time Management, Research, Social Networking, Leadership
Education
Lake Forest College 2011 — 2015
Bachelor of Arts (B.A.), Economics, 3.495 GPA
Sentinel High School, Missoula, MT 2008 — 2011
High School Diploma, 4.0 GPA
Chas Woodward Chas Woodward's GCG Financial Experience January 2015 - Present
Job Client Executive at GCG Financial
Industry Financial Services
Experience
GCG Financial January 2015 - Present
Group One Trading, LP August 2012 - October 2014
Group One Trading, LP July 2011 - August 2012
Skills
Options, Derivatives, Securities, Equity Derivatives, Equities, Hedge Funds, Volatility Arbitrage, Electronic Trading, Market Making, Public Speaking, Sales, Commercial Insurance, Team Building
Education
Colby College 2006 — 2010
B.A., History and Administrative Science
St. Edward's School 1992 — 2006
GCG Financial January 2015 - Present
Group One Trading, LP August 2012 - October 2014
Group One Trading, LP July 2011 - August 2012
Skills
Options, Derivatives, Securities, Equity Derivatives, Equities, Hedge Funds, Volatility Arbitrage, Electronic Trading, Market Making, Public Speaking, Sales, Commercial Insurance, Team Building
Education
Colby College 2006 — 2010
B.A., History and Administrative Science
St. Edward's School 1992 — 2006
Megan Nicolle Jackson Megan Nicolle Jackson's GCG Financial Experience September 2013 - December 2013
Job Graphic Designer at JB Chicago
Industry Graphic Design
Experience
JB Chicago June 2014 - Present
Illinois Institute of Art - Schaumburg November 2012 - June 2014
EDMC June 2012 - June 2014
GCG Financial September 2013 - December 2013
BucketFeet August 2013 - September 2013
Club Colors July 2013 - September 2013
Jewel Food Stores May 2009 - November 2012
Skills
Illustrator, Photoshop, InDesign, Typography, Adobe Creative Suite, Layout, Logo Design, Mac, Illustration, Digital Photography, Art, Sketching, Drawing, Adobe Acrobat, Flash Animation, Brochures, Fine Art, OS X, Photography, Image Manipulation, Concept Development, Corporate Identity, Visual Communication, Branding & Identity, Posters, Corporate Branding, Vector Illustration, Graphics, Microsoft Office, Collateral, Creative Direction, CSS, Digital Illustration, Packaging, Graphic Design
Education
The Illinois Institute of Art-Schaumburg 2011 — 2014
Bachelor of Fine Arts (BFA), Graphic Design, 3.8
JB Chicago June 2014 - Present
Illinois Institute of Art - Schaumburg November 2012 - June 2014
EDMC June 2012 - June 2014
GCG Financial September 2013 - December 2013
BucketFeet August 2013 - September 2013
Club Colors July 2013 - September 2013
Jewel Food Stores May 2009 - November 2012
Skills
Illustrator, Photoshop, InDesign, Typography, Adobe Creative Suite, Layout, Logo Design, Mac, Illustration, Digital Photography, Art, Sketching, Drawing, Adobe Acrobat, Flash Animation, Brochures, Fine Art, OS X, Photography, Image Manipulation, Concept Development, Corporate Identity, Visual Communication, Branding & Identity, Posters, Corporate Branding, Vector Illustration, Graphics, Microsoft Office, Collateral, Creative Direction, CSS, Digital Illustration, Packaging, Graphic Design
Education
The Illinois Institute of Art-Schaumburg 2011 — 2014
Bachelor of Fine Arts (BFA), Graphic Design, 3.8
Nicole Weber, CFP®'s GCG Financial Experience August 2012 - Present
Job Financial Planner at GCG Financial
Industry Financial Services
Experience
GCG Financial August 2012 - Present
University of Illinois Extension August 2011 - May 2012
Rise Interactive May 2011 - August 2011
Octagon May 2010 - August 2010
Skills
Spanish language, Sales, Microsoft Office, Telephone Skills, Public Speaking, Budgeting, Time Management, Writing, Customer Service, Customer Relations, Holistic Financial..., Wealth Preservation..., Income for Life, Tax Free Income, Guaranteed Lifetime..., Permanent Life Insurance, Indexed Annuities, Licensed Life Insurance..., Personal Financial..., Retirement Planning, 401k Rollovers, College Savings Plans, Saving for Education
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Financial Planning, Financial Planning, Spanish
Cegrí International Centre of Higher Learning 2011 — 2011
Spanish Language and Culture
Carmel Catholic High School 2004 — 2008
High School Diploma
GCG Financial August 2012 - Present
University of Illinois Extension August 2011 - May 2012
Rise Interactive May 2011 - August 2011
Octagon May 2010 - August 2010
Skills
Spanish language, Sales, Microsoft Office, Telephone Skills, Public Speaking, Budgeting, Time Management, Writing, Customer Service, Customer Relations, Holistic Financial..., Wealth Preservation..., Income for Life, Tax Free Income, Guaranteed Lifetime..., Permanent Life Insurance, Indexed Annuities, Licensed Life Insurance..., Personal Financial..., Retirement Planning, 401k Rollovers, College Savings Plans, Saving for Education
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Financial Planning, Financial Planning, Spanish
Cegrí International Centre of Higher Learning 2011 — 2011
Spanish Language and Culture
Carmel Catholic High School 2004 — 2008
High School Diploma
Michelle Sugarman's GCG Financial Experience September 2013 - February 2014
Job Forward thinking HR Benefits professional seeking new opportunity
Industry Human Resources
Experience
Lakeshore May 2015 - Present
Civeo February 2014 - April 2015
GCG Financial September 2013 - February 2014
IMA March 2010 - July 2013
Mercer January 2008 - March 2010
Intrawest July 2006 - January 2008
Sandestin Golf and Beach Resort January 2003 - July 2006
Skills
Employee Benefits, Deferred Compensation, Training, Benefits Administration, Human Resources, FMLA, Health Insurance, HRIS, Insurance, Life Insurance, New Hire Orientations, Disability Insurance, Open Enrollment, Payroll, COBRA, Leadership
Education
University of Central Florida
Masters of Science, Criminal Justice
University of Central Florida
Bachelor of Science (B.S.), Criminal Justice
NICEVILLE HIGH SCHOOL 1996 — 1999
Highschool Diploma
Lakeshore May 2015 - Present
Civeo February 2014 - April 2015
GCG Financial September 2013 - February 2014
IMA March 2010 - July 2013
Mercer January 2008 - March 2010
Intrawest July 2006 - January 2008
Sandestin Golf and Beach Resort January 2003 - July 2006
Skills
Employee Benefits, Deferred Compensation, Training, Benefits Administration, Human Resources, FMLA, Health Insurance, HRIS, Insurance, Life Insurance, New Hire Orientations, Disability Insurance, Open Enrollment, Payroll, COBRA, Leadership
Education
University of Central Florida
Masters of Science, Criminal Justice
University of Central Florida
Bachelor of Science (B.S.), Criminal Justice
NICEVILLE HIGH SCHOOL 1996 — 1999
Highschool Diploma
Kevin Phillips's GCG Financial Experience January 2013 - December 2014
Job FeeOnly Financial Advisor at Savant Capital Management
Industry Financial Services
Experience
Savant Capital Management 2014 - Present
GCG Financial January 2013 - December 2014
GCG Financial 2011 - December 2014
Great Point Capital June 2005 - 2011
CME Group June 1999 - December 2005
Skills
Retirement Planning, Financial Planning, 401k Rollovers, Portfolio Management, Estate Planning, Personal Financial..., Wealth Management, Investment Management, Retirement Income..., Investments, Financial Advisory, College Savings Plans, Business Planning, Financial Planners, Succession Planning, Investment Advisory, Traditional IRA, Tax-advantaged..., Asset Allocation, Diversification, Investment Strategies, Financial Analysis, Life Insurance, Wealth Preservation..., Insurance, Mutual Funds, Bonds, Stocks, 401k, Roth IRA, Risk Management, Wealth Accumulation, Wealth Management..., IRAs, Financial Services, Personal Finance, 403 b, Simple IRA, SEP IRA, Pension Funds, Pensions, Term Life Insurance, Wealth Accumulation..., Equities, College Funding..., Long Term Care Insurance, ETFs, Asset Management, Disability Insurance, Retirement
Education
Indiana University Bloomington 2001 — 2005
Bachelor's Degree, Public Finance
Niles West High School 1997 — 2001
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Savant Capital Management 2014 - Present
GCG Financial January 2013 - December 2014
GCG Financial 2011 - December 2014
Great Point Capital June 2005 - 2011
CME Group June 1999 - December 2005
Skills
Retirement Planning, Financial Planning, 401k Rollovers, Portfolio Management, Estate Planning, Personal Financial..., Wealth Management, Investment Management, Retirement Income..., Investments, Financial Advisory, College Savings Plans, Business Planning, Financial Planners, Succession Planning, Investment Advisory, Traditional IRA, Tax-advantaged..., Asset Allocation, Diversification, Investment Strategies, Financial Analysis, Life Insurance, Wealth Preservation..., Insurance, Mutual Funds, Bonds, Stocks, 401k, Roth IRA, Risk Management, Wealth Accumulation, Wealth Management..., IRAs, Financial Services, Personal Finance, 403 b, Simple IRA, SEP IRA, Pension Funds, Pensions, Term Life Insurance, Wealth Accumulation..., Equities, College Funding..., Long Term Care Insurance, ETFs, Asset Management, Disability Insurance, Retirement
Education
Indiana University Bloomington 2001 — 2005
Bachelor's Degree, Public Finance
Niles West High School 1997 — 2001
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Tina McCabe Tina McCabe's GCG Financial Experience October 2012 - March 2013
Job CMA
Industry Medical Practice
Experience
Lake County Marine Corps League 801 December 2012 - Present
Stratum Access Technologies, Inc. March 2015 - August 2015
Grayslake Oral & Maxillofacial Surgery November 2012 - March 2015
Simon Property Group October 2011 - December 2013
North Suburban Young Marines August 2009 - October 2013
GCG Financial October 2012 - March 2013
Outcomes Health Information Solutions February 2009 - June 2011
Northshore Women's Health Associates September 2001 - July 2008
ENH Highland Park Hospital May 1999 - August 2001
Prime Care Family Physicians March 1998 - March 1999
Skills
Medical Records, Customer Service, HIPAA, Cpr Certified, Event Planning, Public Speaking, Administrative..., Outlook, Surgery, Medicine, Microsoft Office, Telephone Skills, PowerPoint, Office Management, Microsoft Excel, Microsoft Word, Accounts Receivable, Team Building, Training, Fundraising, Data Entry, Process Scheduler, Leadership Development, Leadership, Public Relations, Medical Terminology, Healthcare, Appointment Scheduling, Medical Billing, Phlebotomy, Vital Signs, Accounts Payable, CPT, Community Outreach, Filing, ICD-9, Management, Medical Coding, Retail, Lotus Notes, Sales, Supervisory Skills, System Administration, Team Leadership, Administration, Budgets, Clerical Skills, Medical Assisting, Process Improvement, Medical Transcription
Education
Columbia College Chicago 2014 — 2017
College of Lake County 2009 — 2012
Associate of Science (A.S.)
Illinois State University 1989 — 1991
Lake County Marine Corps League 801 December 2012 - Present
Stratum Access Technologies, Inc. March 2015 - August 2015
Grayslake Oral & Maxillofacial Surgery November 2012 - March 2015
Simon Property Group October 2011 - December 2013
North Suburban Young Marines August 2009 - October 2013
GCG Financial October 2012 - March 2013
Outcomes Health Information Solutions February 2009 - June 2011
Northshore Women's Health Associates September 2001 - July 2008
ENH Highland Park Hospital May 1999 - August 2001
Prime Care Family Physicians March 1998 - March 1999
Skills
Medical Records, Customer Service, HIPAA, Cpr Certified, Event Planning, Public Speaking, Administrative..., Outlook, Surgery, Medicine, Microsoft Office, Telephone Skills, PowerPoint, Office Management, Microsoft Excel, Microsoft Word, Accounts Receivable, Team Building, Training, Fundraising, Data Entry, Process Scheduler, Leadership Development, Leadership, Public Relations, Medical Terminology, Healthcare, Appointment Scheduling, Medical Billing, Phlebotomy, Vital Signs, Accounts Payable, CPT, Community Outreach, Filing, ICD-9, Management, Medical Coding, Retail, Lotus Notes, Sales, Supervisory Skills, System Administration, Team Leadership, Administration, Budgets, Clerical Skills, Medical Assisting, Process Improvement, Medical Transcription
Education
Columbia College Chicago 2014 — 2017
College of Lake County 2009 — 2012
Associate of Science (A.S.)
Illinois State University 1989 — 1991
Chad Schlaepfer Chad Schlaepfer's GCG Financial Experience June 2011 - August 2011
Job Sales Associate at ampCNG
Industry Transportation/Trucking/Railroad
Experience
ampCNG May 2013 - Present
Bucknell University October 2010 - May 2013
GCG Financial June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Time Management, Social Media, Teamwork, Facebook, Social Networking, Sales
Education
Bucknell University 2009 — 2013
Bachelor of Arts (BA), Economics and Environmental Science
ampCNG May 2013 - Present
Bucknell University October 2010 - May 2013
GCG Financial June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Time Management, Social Media, Teamwork, Facebook, Social Networking, Sales
Education
Bucknell University 2009 — 2013
Bachelor of Arts (BA), Economics and Environmental Science
Rachel Lawton's GCG Financial Experience December 2010 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
GCG Financial December 2010 - Present
City Of Leawood May 2010 - October 2010
Merrill Lynch June 2010 - August 2010
University of Kansas Recreation Services March 2010 - August 2010
Rosemont Auto Corp May 2006 - August 2008
Abercrombie and Fitch June 2004 - May 2006
Education
University of Kansas 2006 — 2010
Bachelor of Science; of 2010, Finance; History Concentration
Lake Forest High School 2002 — 2006
GCG Financial December 2010 - Present
City Of Leawood May 2010 - October 2010
Merrill Lynch June 2010 - August 2010
University of Kansas Recreation Services March 2010 - August 2010
Rosemont Auto Corp May 2006 - August 2008
Abercrombie and Fitch June 2004 - May 2006
Education
University of Kansas 2006 — 2010
Bachelor of Science; of 2010, Finance; History Concentration
Lake Forest High School 2002 — 2006
Brett Moss's GCG Financial Experience November 2014 - December 2014
Job Investment Banking Analyst at The Forbes M+A Group
Industry
Experience
The Forbes M+A Group March 2015 - Present
University of Denver Athletic Department February 2015 - Present
Northern Trust Corporation June 2015 - August 2015
GCG Financial November 2014 - December 2014
Professional Diversity Network June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Time Management, Social Networking
Education
University of Denver - Daniels College of Business 2012 — 2016
Finance and Business Analytics (4.0 and 3.95 GPA), Incoming Senior
The Forbes M+A Group March 2015 - Present
University of Denver Athletic Department February 2015 - Present
Northern Trust Corporation June 2015 - August 2015
GCG Financial November 2014 - December 2014
Professional Diversity Network June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Time Management, Social Networking
Education
University of Denver - Daniels College of Business 2012 — 2016
Finance and Business Analytics (4.0 and 3.95 GPA), Incoming Senior
Jennifer Dear Jennifer Dear's GCG Financial Experience 2009 - 2013
Job Account Manager at The Wright Group Services
Industry Computer Software
Experience
The Wright Group Services September 2014 - Present
IQNavigator February 2013 - August 2014
GCG Financial 2009 - 2013
Smallwood Financial September 2007 - August 2008
Skills
Employee Benefits, Employee Benefits Design, Ancillary Benefits, HRIS Database Management, 401k, Health Savings Accounts, Flexible Spending..., Workers Compensation, FMLA, Unemployment Claims, Benefits Administration, New Hire Training, New Business Development, COBRA, Disability Insurance, Insurance
Education
Metropolitan State University of Denver
The Wright Group Services September 2014 - Present
IQNavigator February 2013 - August 2014
GCG Financial 2009 - 2013
Smallwood Financial September 2007 - August 2008
Skills
Employee Benefits, Employee Benefits Design, Ancillary Benefits, HRIS Database Management, 401k, Health Savings Accounts, Flexible Spending..., Workers Compensation, FMLA, Unemployment Claims, Benefits Administration, New Hire Training, New Business Development, COBRA, Disability Insurance, Insurance
Education
Metropolitan State University of Denver
Laura Pesek, CFP®, CLU, ChFC's GCG Financial Experience 1996 - January 2011
Job Helping Families Protect and Accumulate Wealth By Developing Your Personalized Financial Strategy
Industry Financial Services
Experience
LP Financial Associates January 2011 - Present
GCG Financial 1996 - January 2011
First National Mortgage Network 1995 - 1996
Kemper Mutual Funds 1993 - 1995
Skills
Strategic Financial..., Financial Advisory, Series 7, Disability Insurance, Retirement, Long-term Care, Securities, Series 63, Wealth Accumulation, IRAs, Series 6, Life Insurance, Series 65, Annuity Sales
Education
Western Illinois University 1991 — 1993
Bachelor's Degree, Finance
Moraine Valley Community College 1989 — 1991
Associate's Degree, Accounting and Finance
Attended Richards High School
LP Financial Associates January 2011 - Present
GCG Financial 1996 - January 2011
First National Mortgage Network 1995 - 1996
Kemper Mutual Funds 1993 - 1995
Skills
Strategic Financial..., Financial Advisory, Series 7, Disability Insurance, Retirement, Long-term Care, Securities, Series 63, Wealth Accumulation, IRAs, Series 6, Life Insurance, Series 65, Annuity Sales
Education
Western Illinois University 1991 — 1993
Bachelor's Degree, Finance
Moraine Valley Community College 1989 — 1991
Associate's Degree, Accounting and Finance
Attended Richards High School
David Friedman David Friedman's GCG Financial Experience January 2003 - December 2006
Job Managing Director Panther Capital, LLC
Industry Accounting
Experience
Panther Capital, LLC January 2014 - Present
CFO Worldwide January 2006 - Present
MJIC Media, LLC March 2014 - Present
OCA Ventures May 2008 - Present
Consolidated Family Offices, Inc January 2006 - Present
Futures Magazine - The Alpha Pages, LLC February 2013 - Present
Sales Logik, LLC September 2009 - August 2014
Lee Myles September 2009 - January 2014
Moran Industries December 2006 - September 2009
GCG Financial January 2003 - December 2006
Skills
Due Diligence, Private Equity, Mergers, Investments, Accounting, Start-ups, Entrepreneurship
Education
University of Illinois at Urbana-Champaign 1984 — 1988
BA, Finance and Communications
Panther Capital, LLC January 2014 - Present
CFO Worldwide January 2006 - Present
MJIC Media, LLC March 2014 - Present
OCA Ventures May 2008 - Present
Consolidated Family Offices, Inc January 2006 - Present
Futures Magazine - The Alpha Pages, LLC February 2013 - Present
Sales Logik, LLC September 2009 - August 2014
Lee Myles September 2009 - January 2014
Moran Industries December 2006 - September 2009
GCG Financial January 2003 - December 2006
Skills
Due Diligence, Private Equity, Mergers, Investments, Accounting, Start-ups, Entrepreneurship
Education
University of Illinois at Urbana-Champaign 1984 — 1988
BA, Finance and Communications
Derek Vidana Derek Vidana's GCG Financial Experience March 2015 - Present
Job Graphic Designer
Industry Graphic Design
Experience
Rico Industries May 2015 - Present
GCG Financial March 2015 - Present
Quintessence Publishing June 2014 - December 2014
Crowne Plaza Chicago Northbrook December 2012 - June 2014
The Lockershop January 2013 - March 2013
HDQTRS May 2012 - September 2012
Rejuvi USA 2010 - 2011
Skills
Posters, Illustrator, Photoshop, Logo Design, InDesign, Graphics, Graphic Design, Mac, Layout, Brochures
Education
The Illinois Institute of Art-Schaumburg 2009 — 2014
Graphic Design
Rico Industries May 2015 - Present
GCG Financial March 2015 - Present
Quintessence Publishing June 2014 - December 2014
Crowne Plaza Chicago Northbrook December 2012 - June 2014
The Lockershop January 2013 - March 2013
HDQTRS May 2012 - September 2012
Rejuvi USA 2010 - 2011
Skills
Posters, Illustrator, Photoshop, Logo Design, InDesign, Graphics, Graphic Design, Mac, Layout, Brochures
Education
The Illinois Institute of Art-Schaumburg 2009 — 2014
Graphic Design
Alexandra Berman Alexandra Berman's GCG Financial Experience May 2009 - August 2009
Job Paralegal at Messner Reeves LLP
Industry Fund-Raising
Experience
Messner Reeves LLP July 2015 - Present
Tend Home and Garden June 2014 - July 2015
Colorado Judicial Branch June 2014 - August 2014
Denison University February 2013 - August 2014
Mental Health America May 2013 - August 2013
Cherry Creek Schools June 2011 - August 2012
GCG Financial May 2009 - August 2009
Skills
Nonprofits, Human Rights, Sports, Fundraising, Public Speaking, PowerPoint, Microsoft Word, Event Planning, Microsoft Office, Microsoft Excel, Social Media, Research, Editing, Community Outreach, Social Networking, Leadership
Education
Denison University 2011 — 2015
Bachelor of Arts (BA), Political Science
Charles University in Prague 2014 — 2014
Political Science, Central European Studies
Messner Reeves LLP July 2015 - Present
Tend Home and Garden June 2014 - July 2015
Colorado Judicial Branch June 2014 - August 2014
Denison University February 2013 - August 2014
Mental Health America May 2013 - August 2013
Cherry Creek Schools June 2011 - August 2012
GCG Financial May 2009 - August 2009
Skills
Nonprofits, Human Rights, Sports, Fundraising, Public Speaking, PowerPoint, Microsoft Word, Event Planning, Microsoft Office, Microsoft Excel, Social Media, Research, Editing, Community Outreach, Social Networking, Leadership
Education
Denison University 2011 — 2015
Bachelor of Arts (BA), Political Science
Charles University in Prague 2014 — 2014
Political Science, Central European Studies
Ed Vrablik, CFP® Ed Vrablik, CFP®'s GCG Financial Experience October 2013 - Present
Job Vice President, Advisor Development at GCG Financial
Industry Financial Services
Experience
GCG Financial October 2013 - Present
Golf And Softball 2000 - 2015
Managing Associate at Rabjohns Financial Group/ New England Financial August 2008 - October 2013
New England Securities Inc. August 2008 - October 2013
GAMA 1999 - 2010
Union League Club of Chicago 1990 - 2010
New England Financial December 2003 - July 2008
Strategic Coach 2005 - 2007
NAIFA 2004 - 2005
FPA Illinois 2000 - 2003
Skills
Insurance, Financial Advisory, Life Insurance, Financial Services, Retirement Planning, Securities, Fixed Annuities, Training, Wealth Management, Recruiting, Coaching, Small Business, Sales, Disability Insurance, Investment Advisory..., Web Development, Personal Finance, Agency Leadership, Front Line Management, Investments, Leadership, Financial Planning, Management, Finance, Strategy, Retirement, Executive Management, Employee Benefits, Mutual Funds
Education
Lake Forest College 1978 — 1981
B.A., Economics
Culver Military Academy 1975 — 1978
Army JROTC/ROTC
GCG Financial October 2013 - Present
Golf And Softball 2000 - 2015
Managing Associate at Rabjohns Financial Group/ New England Financial August 2008 - October 2013
New England Securities Inc. August 2008 - October 2013
GAMA 1999 - 2010
Union League Club of Chicago 1990 - 2010
New England Financial December 2003 - July 2008
Strategic Coach 2005 - 2007
NAIFA 2004 - 2005
FPA Illinois 2000 - 2003
Skills
Insurance, Financial Advisory, Life Insurance, Financial Services, Retirement Planning, Securities, Fixed Annuities, Training, Wealth Management, Recruiting, Coaching, Small Business, Sales, Disability Insurance, Investment Advisory..., Web Development, Personal Finance, Agency Leadership, Front Line Management, Investments, Leadership, Financial Planning, Management, Finance, Strategy, Retirement, Executive Management, Employee Benefits, Mutual Funds
Education
Lake Forest College 1978 — 1981
B.A., Economics
Culver Military Academy 1975 — 1978
Army JROTC/ROTC
Alissa DePue Alissa DePue's GCG Financial Experience June 2014 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
GCG Financial June 2014 - Present
Zion Benton Township High School June 2012 - June 2014
Glenbrook North High School June 2009 - June 2012
South Elgin High School 2006 - 2009
Education
Aurora University 2006 — 2007
Masters of Arts of Teaching and Learning, Education
DePauw University 2003 — 2006
Bachelors, Mathematics, French
GCG Financial June 2014 - Present
Zion Benton Township High School June 2012 - June 2014
Glenbrook North High School June 2009 - June 2012
South Elgin High School 2006 - 2009
Education
Aurora University 2006 — 2007
Masters of Arts of Teaching and Learning, Education
DePauw University 2003 — 2006
Bachelors, Mathematics, French
Jack Lazar's GCG Financial Experience July 2015 - Present
Job Intern at GCG Financial
Industry
Experience
GCG Financial July 2015 - Present
GCG Financial July 2015 - August 2015
Camp Menominee June 2012 - August 2012
GLA Service Trip April 2012 - April 2012
Education
Indiana University Bloomington 2013 — 2017
Bachelor of Business Administration (BBA), Business Management, TBD
Indiana University Bloomington 2013 — 2017
GCG Financial July 2015 - Present
GCG Financial July 2015 - August 2015
Camp Menominee June 2012 - August 2012
GLA Service Trip April 2012 - April 2012
Education
Indiana University Bloomington 2013 — 2017
Bachelor of Business Administration (BBA), Business Management, TBD
Indiana University Bloomington 2013 — 2017
Jill Olshefke Jill Olshefke's GCG Financial Experience February 2014 - Present
Job Team Lead of Select Accounts/Renewal Coordinator at GCG Financial
Industry Financial Services
Experience
GCG Financial February 2014 - Present
GCG Financial April 2011 - Present
Skills
Insurance, Employee Benefits, Disability Insurance, Microsoft Excel, Management, Health Insurance
Education
National Louis University 1994 — 1996
M.Ed., Educational Psychology
Albion College 1988 — 1992
Bachelor of Arts (BA), Psychology
GCG Financial February 2014 - Present
GCG Financial April 2011 - Present
Skills
Insurance, Employee Benefits, Disability Insurance, Microsoft Excel, Management, Health Insurance
Education
National Louis University 1994 — 1996
M.Ed., Educational Psychology
Albion College 1988 — 1992
Bachelor of Arts (BA), Psychology
Kimberly Balmos Kimberly Balmos's GCG Financial Experience September 2013 - Present
Job Associate at GCG Financial
Industry Financial Services
Experience
GCG Financial September 2013 - Present
Converge Media July 2012 - December 2012
Education
Miami University 2008 — 2012
BA, Political Science; Minor, Marketing
Florence University of the Arts
Adlai E. Stevenson High School 2004 — 2008
GCG Financial September 2013 - Present
Converge Media July 2012 - December 2012
Education
Miami University 2008 — 2012
BA, Political Science; Minor, Marketing
Florence University of the Arts
Adlai E. Stevenson High School 2004 — 2008
Fred Lussenhop Fred Lussenhop's GCG Financial Experience August 2007 - September 2011
Job Senior Project Manager at Truven Health Analytics
Industry Insurance
Experience
Truven Health Analytics June 2013 - Present
UnitedHealth Group 2011 - 2013
GCG Financial August 2007 - September 2011
Skills
Disability Insurance, Program Management, Public Speaking, Healthcare, Employee Benefits, Analytics, Health Insurance, Account Management, Business Strategy, Coaching, Finance, Insurance, Investments, Leadership, Process Improvement, Recruiting, Risk Management, Software Development, Sales, Strategic Planning, Strategic Financial..., Strategy
Education
Northern Illinois University 1986 — 1990
B.S., Economics
Truven Health Analytics June 2013 - Present
UnitedHealth Group 2011 - 2013
GCG Financial August 2007 - September 2011
Skills
Disability Insurance, Program Management, Public Speaking, Healthcare, Employee Benefits, Analytics, Health Insurance, Account Management, Business Strategy, Coaching, Finance, Insurance, Investments, Leadership, Process Improvement, Recruiting, Risk Management, Software Development, Sales, Strategic Planning, Strategic Financial..., Strategy
Education
Northern Illinois University 1986 — 1990
B.S., Economics
Brad Hammerman, CFP®'s GCG Financial Experience August 2007 - Present
Job Senior Wealth Management Advisor at GCG Financial
Industry Insurance
Experience
GCG Financial August 2007 - Present
Skills
Disability Insurance, Long-term Care, Securities, Financial Advisory, Small Business, Finance, Health Insurance, Wealth Accumulation, Financial Services, Retirement Planning, Series 7, Wealth Management, Retirement, Employee Benefits
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2007
MBA, Finance
Indiana University - Kelley School of Business 1996 — 2000
BS, Accounting/Finance
GCG Financial August 2007 - Present
Skills
Disability Insurance, Long-term Care, Securities, Financial Advisory, Small Business, Finance, Health Insurance, Wealth Accumulation, Financial Services, Retirement Planning, Series 7, Wealth Management, Retirement, Employee Benefits
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2007
MBA, Finance
Indiana University - Kelley School of Business 1996 — 2000
BS, Accounting/Finance
Katie Fegan, GBDS Katie Fegan, GBDS's GCG Financial Experience May 2015 - Present
Job Senior Account Manager at GCG Financial
Industry Insurance
Experience
GCG Financial May 2015 - Present
GCG Financial September 2014 - Present
Saint Ignatius College Prep November 2013 - Present
Lakeshore Lacrosse June 2006 - Present
The Illinois Girls' Lacrosse Association April 2006 - Present
bswift October 2013 - September 2014
The Plexus Groupe March 2012 - October 2013
Oak Park & River Forest High School July 2007 - July 2012
Aetna October 2007 - March 2012
Weldon-Linne & Vogt June 2002 - June 2007
Skills
Account Management, Writing, Advertising, Customer Service, Analysis, Event Planning, Leadership, Marketing, Public Relations, Research, Social Media, Teamwork, Time Management, Fundraising, Public Speaking, Social Networking, Microsoft Office, Employee Benefits, Insurance, Strategic Planning, Microsoft Excel, PowerPoint, Health Insurance
Education
Marquette University 2002 — 2006
BA, Writing intensive English and advertising
GCG Financial May 2015 - Present
GCG Financial September 2014 - Present
Saint Ignatius College Prep November 2013 - Present
Lakeshore Lacrosse June 2006 - Present
The Illinois Girls' Lacrosse Association April 2006 - Present
bswift October 2013 - September 2014
The Plexus Groupe March 2012 - October 2013
Oak Park & River Forest High School July 2007 - July 2012
Aetna October 2007 - March 2012
Weldon-Linne & Vogt June 2002 - June 2007
Skills
Account Management, Writing, Advertising, Customer Service, Analysis, Event Planning, Leadership, Marketing, Public Relations, Research, Social Media, Teamwork, Time Management, Fundraising, Public Speaking, Social Networking, Microsoft Office, Employee Benefits, Insurance, Strategic Planning, Microsoft Excel, PowerPoint, Health Insurance
Education
Marquette University 2002 — 2006
BA, Writing intensive English and advertising
Cam McClelland's GCG Financial Experience July 2015 - Present
Job Financial Advisor at GCG Financial
Industry Financial Services
Experience
GCG Financial July 2015 - Present
Sears Holdings Corporation September 2014 - June 2015
Sears Holdings Corporation May 2013 - August 2014
GCG Financial May 2012 - August 2012
Smalley Steel Ring Co May 2006 - December 2011
Skills
Microsoft Excel, Sports, Business Strategy, Microsoft Office, Microsoft Word, Inventory Management, Time Management, Data Analysis, Retail, Merchandising
Education
Purdue University 2009 — 2013
Bachelor of Science (B.S.), Economics
Purdue University - Krannert School of Management 2009 — 2013
Bachelor of Science (BS), Economics
GCG Financial July 2015 - Present
Sears Holdings Corporation September 2014 - June 2015
Sears Holdings Corporation May 2013 - August 2014
GCG Financial May 2012 - August 2012
Smalley Steel Ring Co May 2006 - December 2011
Skills
Microsoft Excel, Sports, Business Strategy, Microsoft Office, Microsoft Word, Inventory Management, Time Management, Data Analysis, Retail, Merchandising
Education
Purdue University 2009 — 2013
Bachelor of Science (B.S.), Economics
Purdue University - Krannert School of Management 2009 — 2013
Bachelor of Science (BS), Economics
Bradley J. Chestler's GCG Financial Experience 2005 - 2008
Job IT Recruiting Manager at Robert Half Technology
Industry Information Technology and Services
Experience
Robert Half Technology February 2015 - Present
CareerBuilder.com December 2012 - October 2014
Chicago Apartment Finders June 2008 - December 2012
GCG Financial 2005 - 2008
KMBE trading 2003 - 2005
E*TRADE Financial 2001 - 2003
Dempsey & Company 1999 - 2001
C & A Trading / GVR Company January 1990 - January 1999
Skills
Trading, Fundraising, Options, Securities, Financial Markets, Marketing, Sales, Managing large groups, Real Estate, Effective training..., Conceptionally..., People Skills, Business, Customer Service, Youth Work, Problem Solving, Recruiting, Quality Management, Leadership, Entrepreneurship, Creative Writing, Management, Business Development, Start-ups, Talent Acquisition, Risk Management, Team Building, Finance, Sales Operations, Management Consulting, Networking, Account Management, Training, Analysis, Consulting, Bass Fishing
Education
University of Kansas 1986 — 1990
BS, Cognitive Psychology
Homewood Flossmoor 1982 — 1986
bg
Robert Half Technology February 2015 - Present
CareerBuilder.com December 2012 - October 2014
Chicago Apartment Finders June 2008 - December 2012
GCG Financial 2005 - 2008
KMBE trading 2003 - 2005
E*TRADE Financial 2001 - 2003
Dempsey & Company 1999 - 2001
C & A Trading / GVR Company January 1990 - January 1999
Skills
Trading, Fundraising, Options, Securities, Financial Markets, Marketing, Sales, Managing large groups, Real Estate, Effective training..., Conceptionally..., People Skills, Business, Customer Service, Youth Work, Problem Solving, Recruiting, Quality Management, Leadership, Entrepreneurship, Creative Writing, Management, Business Development, Start-ups, Talent Acquisition, Risk Management, Team Building, Finance, Sales Operations, Management Consulting, Networking, Account Management, Training, Analysis, Consulting, Bass Fishing
Education
University of Kansas 1986 — 1990
BS, Cognitive Psychology
Homewood Flossmoor 1982 — 1986
bg
John C. Kwasigroch John C. Kwasigroch's GCG Financial Experience June 1993 - Present
Job Senior Associate at GCG Financial
Industry Insurance
Experience
GCG Financial June 1993 - Present
Skills
Investments, Retirement Planning, Financial Planning, Life Insurance, Disability Insurance, Employee Benefits, College Education..., Business Planning
Education
Eastern Illinois University 1988 — 1992
Bloom Township High School 1980 — 1984
GCG Financial June 1993 - Present
Skills
Investments, Retirement Planning, Financial Planning, Life Insurance, Disability Insurance, Employee Benefits, College Education..., Business Planning
Education
Eastern Illinois University 1988 — 1992
Bloom Township High School 1980 — 1984
Gianni Zavacos Gianni Zavacos's GCG Financial Experience January 2015 - Present
Job Risk Management Consultant at GCG Financial
Industry Insurance
Experience
GCG Financial January 2015 - Present
Sentry Insurance June 2012 - January 2015
Sentry Insurance November 2009 - June 2012
Sentry Insurance August 2004 - October 2009
COUNTRY Financial® January 2002 - August 2004
Skills
Property & Casualty..., Underwriting, Workers Compensation, General Insurance, Casualty Insurance, Commercial Insurance, Life Insurance, Professional Liability, Umbrella Insurance, Legal Liability, Risk Management, Health Insurance, Liability, Brokers, Term Life Insurance, Insurance, Disability Insurance, Sales Management, Account Management, Sales, Customer Service, Casualty, Coaching, Commercial Lines, Employee Benefits, New Business Development, Process Improvement, Employment Practices..., 401k, Inland Marine, Whole Life, Claim, D, Retirement Planning, Training, Marketing, Liability Analysis, Microsoft Excel, Fixed Annuities, Project Management, Accident, Excess, Negotiation, Reinsurance, Microsoft Word, Sales Process, Claims Management, Long-term Care, Management, Homeowners
Education
The American College 2003 — 2004
LUTCF
University of Illinois at Chicago 1998 — 1999
Finance and Economics
Harper College 1996 — 1998
General Studies
GCG Financial January 2015 - Present
Sentry Insurance June 2012 - January 2015
Sentry Insurance November 2009 - June 2012
Sentry Insurance August 2004 - October 2009
COUNTRY Financial® January 2002 - August 2004
Skills
Property & Casualty..., Underwriting, Workers Compensation, General Insurance, Casualty Insurance, Commercial Insurance, Life Insurance, Professional Liability, Umbrella Insurance, Legal Liability, Risk Management, Health Insurance, Liability, Brokers, Term Life Insurance, Insurance, Disability Insurance, Sales Management, Account Management, Sales, Customer Service, Casualty, Coaching, Commercial Lines, Employee Benefits, New Business Development, Process Improvement, Employment Practices..., 401k, Inland Marine, Whole Life, Claim, D, Retirement Planning, Training, Marketing, Liability Analysis, Microsoft Excel, Fixed Annuities, Project Management, Accident, Excess, Negotiation, Reinsurance, Microsoft Word, Sales Process, Claims Management, Long-term Care, Management, Homeowners
Education
The American College 2003 — 2004
LUTCF
University of Illinois at Chicago 1998 — 1999
Finance and Economics
Harper College 1996 — 1998
General Studies
Jennifer (Hall) Markman's GCG Financial Experience September 2010 - March 2011
Job Experienced Marketing and Event Production Professional
Industry Marketing and Advertising
Experience
Levy Restaurants March 2011 - December 2011
GCG Financial September 2010 - March 2011
GCG Financial March 2009 - September 2010
Owner's Pass May 2007 - January 2009
AEG August 2003 - May 2007
Skills
Recruiting, Marketing, Management, Sales, Sports Marketing, Training
Education
California State University-Northridge 2003 — 2005
MA
University of Arizona 1998 — 2002
BA
Levy Restaurants March 2011 - December 2011
GCG Financial September 2010 - March 2011
GCG Financial March 2009 - September 2010
Owner's Pass May 2007 - January 2009
AEG August 2003 - May 2007
Skills
Recruiting, Marketing, Management, Sales, Sports Marketing, Training
Education
California State University-Northridge 2003 — 2005
MA
University of Arizona 1998 — 2002
BA
Tim Gavin's GCG Financial Experience June 2007 - Present
Job
Industry Insurance
Experience
GCG Financial June 2007 - Present
Compbenefits April 2006 - May 2007
Celtic Insurance 2000 - 2005
Education
Governors State University
GCG Financial June 2007 - Present
Compbenefits April 2006 - May 2007
Celtic Insurance 2000 - 2005
Education
Governors State University
Paula Knutel's GCG Financial Experience December 2012 - November 2013
Job Account Executive at Mesirow Financial
Industry Insurance
Experience
Mesirow Financial February 2015 - Present
Tave Risk Management November 2013 - January 2015
GCG Financial December 2012 - November 2013
The Plexus Groupe November 2011 - December 2012
Mesirow Financial 2003 - 2011
Chubb Group of Insurance Co 1999 - 2003
Aon Risk Solutions 1998 - 2000
Skills
Underwriting, Property & Casualty..., Commercial Insurance, Workers Compensation, Leadership, Insurance, Casualty, Customer Service, General Insurance, Liability, Professional Liability, Brokers, Employee Benefits, Health Insurance, Legal Liability
Education
College of Lake County 1986 — 1989
Mesirow Financial February 2015 - Present
Tave Risk Management November 2013 - January 2015
GCG Financial December 2012 - November 2013
The Plexus Groupe November 2011 - December 2012
Mesirow Financial 2003 - 2011
Chubb Group of Insurance Co 1999 - 2003
Aon Risk Solutions 1998 - 2000
Skills
Underwriting, Property & Casualty..., Commercial Insurance, Workers Compensation, Leadership, Insurance, Casualty, Customer Service, General Insurance, Liability, Professional Liability, Brokers, Employee Benefits, Health Insurance, Legal Liability
Education
College of Lake County 1986 — 1989
Eric Joyce's GCG Financial Experience January 2003 - November 2003
Job Account Manager at PreScouter, Inc.
Industry Financial Services
Experience
PreScouter, Inc. April 2015 - Present
Combined Worksite Solutions September 2013 - April 2015
eQuest December 2012 - July 2013
ROI Construction October 2004 - October 2012
Mintel 2007 - 2008
CareerBuilder.com 2006 - 2007
Azavar Technologies June 2004 - July 2006
GCG Financial January 2003 - November 2003
Prudential Financial September 1999 - September 2002
Prudential Financial June 1998 - September 1999
Skills
Market Research, Competitive Analysis, New Business Development, B2B, Sales, Job Posting Analytics, OFCCP, Job Performance..., Job Posting Optimization, Social Recruiting, Recruiting Efficiencies, Strategic Planning, Sales Management, Recruiting Analytics, Sales Operations, Contract Negotiation, Project Management, Analysis, Management, Business Intelligence, Competitive Intelligence, Leadership, Customer Insight, Account Management, Marketing Research, Recruiting, Solution Selling, Sales Process, Online Marketing, SEM, Negotiation, SaaS, Analytics, Applicant Tracking..., Business Development, Strategy, Sourcing, Strategic Partnerships, Consulting, Lead Generation, Training, Salesforce.com, Voluntary Employee..., Employee Benefits, Personal Financial..., Strategic Financial..., Financial Services, Global Workforce, Compensation & Benefits..., Benefits Design
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor’s Degree, Economics
PreScouter, Inc. April 2015 - Present
Combined Worksite Solutions September 2013 - April 2015
eQuest December 2012 - July 2013
ROI Construction October 2004 - October 2012
Mintel 2007 - 2008
CareerBuilder.com 2006 - 2007
Azavar Technologies June 2004 - July 2006
GCG Financial January 2003 - November 2003
Prudential Financial September 1999 - September 2002
Prudential Financial June 1998 - September 1999
Skills
Market Research, Competitive Analysis, New Business Development, B2B, Sales, Job Posting Analytics, OFCCP, Job Performance..., Job Posting Optimization, Social Recruiting, Recruiting Efficiencies, Strategic Planning, Sales Management, Recruiting Analytics, Sales Operations, Contract Negotiation, Project Management, Analysis, Management, Business Intelligence, Competitive Intelligence, Leadership, Customer Insight, Account Management, Marketing Research, Recruiting, Solution Selling, Sales Process, Online Marketing, SEM, Negotiation, SaaS, Analytics, Applicant Tracking..., Business Development, Strategy, Sourcing, Strategic Partnerships, Consulting, Lead Generation, Training, Salesforce.com, Voluntary Employee..., Employee Benefits, Personal Financial..., Strategic Financial..., Financial Services, Global Workforce, Compensation & Benefits..., Benefits Design
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor’s Degree, Economics
Mike Endlich's GCG Financial Experience June 2004 - February 2007
Job Senior Tolls Analyst at Atkins Global
Industry Financial Services
Experience
Atkins Global June 2013 - Present
Texas Department of Motor Vehicles February 2010 - Present
Bull Creek Trading May 2008 - January 2010
Steer Asset Management January 2007 - March 2008
GCG Financial June 2004 - February 2007
Education
Texas State University 1997 — 2001
BA, Accounting
Atkins Global June 2013 - Present
Texas Department of Motor Vehicles February 2010 - Present
Bull Creek Trading May 2008 - January 2010
Steer Asset Management January 2007 - March 2008
GCG Financial June 2004 - February 2007
Education
Texas State University 1997 — 2001
BA, Accounting
Krista Bommarito's GCG Financial Experience June 2000 - Present
Job GCG Financial
Industry Financial Services
Experience
GCG Financial June 2000 - Present
MassMutual Financial Group 1998 - 2000
Lone Star Steakhouse 1995 - 1998
Education
Michigan State University - The Eli Broad College of Business 1991 — 1993
GCG Financial June 2000 - Present
MassMutual Financial Group 1998 - 2000
Lone Star Steakhouse 1995 - 1998
Education
Michigan State University - The Eli Broad College of Business 1991 — 1993
Jane Siekmeier's GCG Financial Experience November 2007 - July 2011
Job Independent Insurance Agency Owner of Stuart Insurance Services
Industry Insurance
Experience
Stuart Insurance Services November 2014 - Present
Associates Insurance Group June 2014 - October 2014
Arrow Electronics March 2013 - June 2014
Paychex Insurance Agency July 2011 - March 2013
GCG Financial November 2007 - July 2011
The Gemini Group, Inc. November 2005 - September 2007
Benefit Resources, Inc. February 2005 - November 2005
Skills
Account Management, Cold Calling, Employee Benefits, Management, Sales, Marketing, Sales Process, Customer Service, Training, New Business Development, Health Savings Accounts, Health Insurance, Solution Selling, Sales Management, Qualifying Prospects, Vendor Relationships, Lead Generation, Territory Growth, Territory Management, Customer Retention, Strategic Consulting, Fundraising, Event Planning, Project Management
Education
Miami University
Bachelor of Arts (B.A.), Communications
Miami University
Bachelor of Arts (B.A.)
Stuart Insurance Services November 2014 - Present
Associates Insurance Group June 2014 - October 2014
Arrow Electronics March 2013 - June 2014
Paychex Insurance Agency July 2011 - March 2013
GCG Financial November 2007 - July 2011
The Gemini Group, Inc. November 2005 - September 2007
Benefit Resources, Inc. February 2005 - November 2005
Skills
Account Management, Cold Calling, Employee Benefits, Management, Sales, Marketing, Sales Process, Customer Service, Training, New Business Development, Health Savings Accounts, Health Insurance, Solution Selling, Sales Management, Qualifying Prospects, Vendor Relationships, Lead Generation, Territory Growth, Territory Management, Customer Retention, Strategic Consulting, Fundraising, Event Planning, Project Management
Education
Miami University
Bachelor of Arts (B.A.), Communications
Miami University
Bachelor of Arts (B.A.)
Wendy Mckenna's GCG Financial Experience February 1996 - September 2007
Job Inside Sales Rep at Phonak Hearing Systems
Industry Medical Devices
Experience
Phonak Hearing Systems September 2007 - Present
GCG Financial February 1996 - September 2007
VWR scientific products May 1990 - February 1996
Skills
Sales Operations, Capital Equipment
Education
College of DuPage 1980 — 1981
associates degree
assumption high school 1976 — 1979
Phonak Hearing Systems September 2007 - Present
GCG Financial February 1996 - September 2007
VWR scientific products May 1990 - February 1996
Skills
Sales Operations, Capital Equipment
Education
College of DuPage 1980 — 1981
associates degree
assumption high school 1976 — 1979
Nancy (Schory) Domecq's GCG Financial Experience January 2015 - July 2015
Job HRIS/Payroll Manager at Komatsu America Corp.
Industry Human Resources
Experience
Komatsu America Corp. July 2015 - Present
GCG Financial January 2015 - July 2015
bswift December 2013 - September 2014
National Surgical Healthcare July 2006 - December 2013
Resources Global Professionals November 2005 - June 2006
Heller Financial (acquired by GE Capital) June 2000 - March 2002
Accenture March 1998 - June 2000
PricewaterhouseCoopers March 1993 - March 1998
Skills
HRIS, Human Resources, Process Improvement, Payroll, Leadership, Budgets, Microsoft Office, Recruiting, Employee Benefits, Change Management, Management, Business Intelligence, Outsourcing, Employee Relations, Benefits Administration, Project Management, Program Management, Vendor Management, Team Building, Virtual Teams, 401k, Microsoft Excel, Webinars, Learning Management...
Education
Northwestern University 1988 — 1992
BA, Economics, International Studies
Université Laval
French Immersion Program
Komatsu America Corp. July 2015 - Present
GCG Financial January 2015 - July 2015
bswift December 2013 - September 2014
National Surgical Healthcare July 2006 - December 2013
Resources Global Professionals November 2005 - June 2006
Heller Financial (acquired by GE Capital) June 2000 - March 2002
Accenture March 1998 - June 2000
PricewaterhouseCoopers March 1993 - March 1998
Skills
HRIS, Human Resources, Process Improvement, Payroll, Leadership, Budgets, Microsoft Office, Recruiting, Employee Benefits, Change Management, Management, Business Intelligence, Outsourcing, Employee Relations, Benefits Administration, Project Management, Program Management, Vendor Management, Team Building, Virtual Teams, 401k, Microsoft Excel, Webinars, Learning Management...
Education
Northwestern University 1988 — 1992
BA, Economics, International Studies
Université Laval
French Immersion Program
Bryant Steele's GCG Financial Experience October 2013 - January 2014
Job Broker at Burns and Wilcox
Industry Insurance
Experience
Burns and Wilcox January 2014 - Present
GCG Financial October 2013 - January 2014
Willis October 2011 - September 2013
Aon Risk Services January 2008 - October 2011
Liberty Mutual Insurance May 2006 - January 2008
Skills
Property & Casualty..., Insurance, Professional Liability, Commercial Insurance, Workers Compensation, Underwriting, Mergers & Acquisitions, Brokers, Product Liability, New Business Development, D&O, Liability, Casualty, Employee Benefits, Risk Management, Umbrella Insurance, Claim
Education
Michigan State University 2002 — 2006
Economics
Detroit Catholic Central High School 1998 — 2002
Burns and Wilcox January 2014 - Present
GCG Financial October 2013 - January 2014
Willis October 2011 - September 2013
Aon Risk Services January 2008 - October 2011
Liberty Mutual Insurance May 2006 - January 2008
Skills
Property & Casualty..., Insurance, Professional Liability, Commercial Insurance, Workers Compensation, Underwriting, Mergers & Acquisitions, Brokers, Product Liability, New Business Development, D&O, Liability, Casualty, Employee Benefits, Risk Management, Umbrella Insurance, Claim
Education
Michigan State University 2002 — 2006
Economics
Detroit Catholic Central High School 1998 — 2002
Dan Strandberg's GCG Financial Experience October 1981 - Present
Job Vice President at GCG Financial
Industry Financial Services
Experience
GCG Financial October 1981 - Present
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Employee Benefits, Insurance, Strategic Planning, Small Business, New Business Development, Sales, Sales Management, Leadership, Account Management, Marketing, Marketing Strategy, Operations Management, Customer Service, Series 7, Public Speaking, Coaching, Retirement
Education
College for Financial Planning 1983 — 1986
CFP, Financial Planning
Eastern Illinois University 1970 — 1973
BS, Business
GCG Financial October 1981 - Present
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Employee Benefits, Insurance, Strategic Planning, Small Business, New Business Development, Sales, Sales Management, Leadership, Account Management, Marketing, Marketing Strategy, Operations Management, Customer Service, Series 7, Public Speaking, Coaching, Retirement
Education
College for Financial Planning 1983 — 1986
CFP, Financial Planning
Eastern Illinois University 1970 — 1973
BS, Business
Dory A Rodriguez CFP®'s GCG Financial Experience June 2001 - December 2012
Job Wealth Advisor at HighPoint Planning Partners
Industry Financial Services
Experience
HighPoint Planning Partners December 2012 - Present
GCG Financial June 2001 - December 2012
McCann Erickson 1993 - 1998
Skills
Investments, Strategic Financial..., Retirement, Insurance, Employee Benefits, Finance, Investment Management, Securities, Estate Planning, Series 7, Fixed Annuities, Wealth Management, Asset Allocation
Education
Colorado College 1987 — 1991
BA, Russian Language & Literature
New Trier High School 1984 — 1987
HighPoint Planning Partners December 2012 - Present
GCG Financial June 2001 - December 2012
McCann Erickson 1993 - 1998
Skills
Investments, Strategic Financial..., Retirement, Insurance, Employee Benefits, Finance, Investment Management, Securities, Estate Planning, Series 7, Fixed Annuities, Wealth Management, Asset Allocation
Education
Colorado College 1987 — 1991
BA, Russian Language & Literature
New Trier High School 1984 — 1987
Charles Wessels's GCG Financial Experience December 2007 - May 2010
Job Managing Partner at Dunbar Kitchen & Tap House
Industry Financial Services
Experience
Dunbar Kitchen & Tap House June 2014 - Present
TIAA-CREF March 2013 - June 2014
Janus Capital Group May 2010 - March 2013
GCG Financial December 2007 - May 2010
The Shed November 2005 - April 2007
La Taqueria November 2002 - May 2005
Sagebrush BBQ & Grill April 1999 - September 2002
Skills
Series 7, Mutual Funds, Uniform Combined State..., Asset Allocation, Investments, Retirement Planning, 401k, Securities, Wealth Management, Asset Managment
Education
The University of Georgia 1989 — 1993
BA, Spanish
The McCallie School 1985 — 1989
Dunbar Kitchen & Tap House June 2014 - Present
TIAA-CREF March 2013 - June 2014
Janus Capital Group May 2010 - March 2013
GCG Financial December 2007 - May 2010
The Shed November 2005 - April 2007
La Taqueria November 2002 - May 2005
Sagebrush BBQ & Grill April 1999 - September 2002
Skills
Series 7, Mutual Funds, Uniform Combined State..., Asset Allocation, Investments, Retirement Planning, 401k, Securities, Wealth Management, Asset Managment
Education
The University of Georgia 1989 — 1993
BA, Spanish
The McCallie School 1985 — 1989
Jennifer Belmonte's GCG Financial Experience July 2014 - Present
Job GCG Financial
Industry Insurance
Experience
GCG Financial July 2014 - Present
Crissie Insurance Group October 2013 - July 2014
H Group Benefits, Inc. February 2011 - September 2013
DD&A December 2007 - February 2011
Skills
Insurance, Sales Management, Account Management, Sales, Salesforce.com, Marketing, Direct Sales, Business Strategy, Training, Relationship Management, Strategy, Analysis, Leadership, Employee Benefits, Life Insurance, Disability Insurance, Health Insurance, Outlook, Sales Process, Long-term Care, Microsoft Excel, PowerPoint
Education
Capella University 2006 — 2010
Master of Business Administration (MBA), Finance, General
National Lewis University 1988 — 1991
Bachelor's Degree, Psychology
GCG Financial July 2014 - Present
Crissie Insurance Group October 2013 - July 2014
H Group Benefits, Inc. February 2011 - September 2013
DD&A December 2007 - February 2011
Skills
Insurance, Sales Management, Account Management, Sales, Salesforce.com, Marketing, Direct Sales, Business Strategy, Training, Relationship Management, Strategy, Analysis, Leadership, Employee Benefits, Life Insurance, Disability Insurance, Health Insurance, Outlook, Sales Process, Long-term Care, Microsoft Excel, PowerPoint
Education
Capella University 2006 — 2010
Master of Business Administration (MBA), Finance, General
National Lewis University 1988 — 1991
Bachelor's Degree, Psychology
Robert Svenson's GCG Financial Experience September 2014 - Present
Job Director of Information Technology
Industry Computer Networking
Experience
GCG Financial September 2014 - Present
Education
Northern Illinois University 1995 — 1996
Information Technology
Harper College 1993 — 1994
Associate's degree
GCG Financial September 2014 - Present
Education
Northern Illinois University 1995 — 1996
Information Technology
Harper College 1993 — 1994
Associate's degree
Jason Hiser's GCG Financial Experience January 2003 - November 2011
Job Financial Advisor Windy City Financial Partners
Industry Financial Services
Experience
Elite Series Golf July 2012 - Present
Windy City Financial Partners November 2011 - Present
GCG Financial January 2003 - November 2011
Skills
Retirement, Retirement Planning, Wealth Management, Investments, Estate Planning, Strategic Financial..., Securities, Series 7, Portfolio Management, Investment Advisory, Asset Managment, Uniform Combined State..., College Savings Plans, 401k Rollovers, Insurance, IRAs, Asset Management, Financial Planning, Financial Advisory
Education
Carthage College 1998 — 2002
Bachelor of Arts, Accounting / Computer Science
Elite Series Golf July 2012 - Present
Windy City Financial Partners November 2011 - Present
GCG Financial January 2003 - November 2011
Skills
Retirement, Retirement Planning, Wealth Management, Investments, Estate Planning, Strategic Financial..., Securities, Series 7, Portfolio Management, Investment Advisory, Asset Managment, Uniform Combined State..., College Savings Plans, 401k Rollovers, Insurance, IRAs, Asset Management, Financial Planning, Financial Advisory
Education
Carthage College 1998 — 2002
Bachelor of Arts, Accounting / Computer Science
Jan Billings's GCG Financial Experience February 2004 - July 2004
Job Volunteer Office Assistant at Church of Holy Spirit Lake Forest
Industry International Affairs
Experience
Church of Holy Spirit Lake Forest 2009 - Present
Boys & Girls Club of Lake County April 2010 - December 2010
Northwestern University School of Law 2010 - 2010
Lake Forest Travel March 2006 - February 2009
Macy's August 2004 - January 2008
Lake Forest College January 2005 - May 2007
GCG Financial February 2004 - July 2004
Illinois State Police April 1983 - February 2004
Standard Amoco Oil 1973 - 1975
Perma Power, Lynch Corporation 1971 - 1973
Skills
Customer Service, Microsoft Office, Event Planning, Marketing, Public Speaking, Social Media, Event Management, Public Relations, Leadership, Research, Social Networking, Fundraising
Education
Lincoln College 1983 — 2004
Public Administration & Computers
Northeastern Illinois University 1988 — 2001
Computer Science
Oakton Community College 1994 — 1996
Travel & Tourism
Wilbur Wright College 1982 — 1986
Business Administration
Church of Holy Spirit Lake Forest 2009 - Present
Boys & Girls Club of Lake County April 2010 - December 2010
Northwestern University School of Law 2010 - 2010
Lake Forest Travel March 2006 - February 2009
Macy's August 2004 - January 2008
Lake Forest College January 2005 - May 2007
GCG Financial February 2004 - July 2004
Illinois State Police April 1983 - February 2004
Standard Amoco Oil 1973 - 1975
Perma Power, Lynch Corporation 1971 - 1973
Skills
Customer Service, Microsoft Office, Event Planning, Marketing, Public Speaking, Social Media, Event Management, Public Relations, Leadership, Research, Social Networking, Fundraising
Education
Lincoln College 1983 — 2004
Public Administration & Computers
Northeastern Illinois University 1988 — 2001
Computer Science
Oakton Community College 1994 — 1996
Travel & Tourism
Wilbur Wright College 1982 — 1986
Business Administration
Anthony P. Satriano's GCG Financial Experience 2003 - 2007
Job Vice PresidentWealth Management UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services June 2014 - Present
Contango Capital Advisors March 2008 - June 2014
Contango Capital Advisors March 2008 - June 2014
Contango Capital Advisors 2008 - 2011
Colorado Capital Bank 2007 - 2008
GCG Financial 2003 - 2007
Skills
Wealth Management, Investment Advisory, Retirement Planning, Wealth Accumulation, Wealth Preservation..., Retirement Income..., Financial Planning, Business Development, Succession Planning, Exit Strategies, Business Planning, Business Owner Planning, Financial Markets, Strategic Consulting, Estate Planning, Insurance, Deferred Compensation, College Education..., Change Management, Multi-generational..., Retirement Savings, Retirement Solutions, Portfolio Management, Finance, Asset Management, Financial Services, Leadership, Sales, Strategic Planning, Retirement
Education
University of Colorado at Boulder 1989 — 1995
Bachelors
UBS Financial Services June 2014 - Present
Contango Capital Advisors March 2008 - June 2014
Contango Capital Advisors March 2008 - June 2014
Contango Capital Advisors 2008 - 2011
Colorado Capital Bank 2007 - 2008
GCG Financial 2003 - 2007
Skills
Wealth Management, Investment Advisory, Retirement Planning, Wealth Accumulation, Wealth Preservation..., Retirement Income..., Financial Planning, Business Development, Succession Planning, Exit Strategies, Business Planning, Business Owner Planning, Financial Markets, Strategic Consulting, Estate Planning, Insurance, Deferred Compensation, College Education..., Change Management, Multi-generational..., Retirement Savings, Retirement Solutions, Portfolio Management, Finance, Asset Management, Financial Services, Leadership, Sales, Strategic Planning, Retirement
Education
University of Colorado at Boulder 1989 — 1995
Bachelors
Tim Wallin's GCG Financial Experience November 2004 - April 2006
Job Entrepreneur
Industry Internet
Experience
Spearfishing Puerto Rico September 2013 - Present
PR Vacation Helpers September 2013 - Present
PR Water Taxi September 2013 - Present
Lyft SEO September 2013 - Present
American Central Insurance May 2006 - September 2013
GCG Financial November 2004 - April 2006
Skills
Sales Management, Customer Satisfaction, Market Research, Online Marketing, Online Sales, Travel, Remote Sales, Website Development, Direct Sales, Sales Process, Customer Service, Leadership, Small Business, Management, Marketing, Social Networking, Event Planning, SEO, Social Media Marketing, Search Engine Ranking, Sales, Selling, Employee Benefits, Insurance
Education
Southern Illinois University, Carbondale
Bachelor of Science, Business administration
Spearfishing Puerto Rico September 2013 - Present
PR Vacation Helpers September 2013 - Present
PR Water Taxi September 2013 - Present
Lyft SEO September 2013 - Present
American Central Insurance May 2006 - September 2013
GCG Financial November 2004 - April 2006
Skills
Sales Management, Customer Satisfaction, Market Research, Online Marketing, Online Sales, Travel, Remote Sales, Website Development, Direct Sales, Sales Process, Customer Service, Leadership, Small Business, Management, Marketing, Social Networking, Event Planning, SEO, Social Media Marketing, Search Engine Ranking, Sales, Selling, Employee Benefits, Insurance
Education
Southern Illinois University, Carbondale
Bachelor of Science, Business administration
Daniel Inman's GCG Financial Experience February 2015 - Present
Job GCG Financial
Industry Human Resources
Experience
GCG Financial February 2015 - Present
Cancer Treatment Centers of America® October 2012 - February 2015
NiSource March 2008 - June 2012
NiSource March 2008 - May 2009
National City Bank June 2003 - June 2006
Skills
Microsoft Excel, Payroll, Employee Benefits, Strategy, Human Resources, Talent Acquisition, Strategic Planning, Financial Reporting, Leadership, PeopleSoft, Accounts Payable, Recruiting, Project Management, Financial Analysis, Process Improvement, MIS, Performance Management, Accounting, Employee Relations, Management, HRIS
Education
Purdue University 2004 — 2006
MBA, Business
Indiana University-Northwest 1999 — 2003
Bachelor of Science (BS), Mathematics
GCG Financial February 2015 - Present
Cancer Treatment Centers of America® October 2012 - February 2015
NiSource March 2008 - June 2012
NiSource March 2008 - May 2009
National City Bank June 2003 - June 2006
Skills
Microsoft Excel, Payroll, Employee Benefits, Strategy, Human Resources, Talent Acquisition, Strategic Planning, Financial Reporting, Leadership, PeopleSoft, Accounts Payable, Recruiting, Project Management, Financial Analysis, Process Improvement, MIS, Performance Management, Accounting, Employee Relations, Management, HRIS
Education
Purdue University 2004 — 2006
MBA, Business
Indiana University-Northwest 1999 — 2003
Bachelor of Science (BS), Mathematics
Sara Grose's GCG Financial Experience November 2007 - September 2009
Job Student at Metropolitan State University
Industry Accounting
Experience
Paradise Pen Company March 2010 - August 2012
GCG Financial November 2007 - September 2009
Stonebridge Companies October 2006 - October 2007
Ramada Inn February 2006 - August 2006
Skills
GAAP, Accounting, Accounts Payable, Accounts Receivable, Data Entry, Analysis, Invoicing, Administrative..., Microsoft Excel, Account Reconciliation, Auditing, Bank Reconciliation, Budgets, Cash Flow, Customer Service, Employee Benefits, Financial Statements, Inventory Management, Journal Entries, Sales
Education
Metropolitan State College of Denver 2012 — 2016
Accounting
Community College of Denver 2007 — 2012
Associate of Arts (AA), Business Administration
Paradise Pen Company March 2010 - August 2012
GCG Financial November 2007 - September 2009
Stonebridge Companies October 2006 - October 2007
Ramada Inn February 2006 - August 2006
Skills
GAAP, Accounting, Accounts Payable, Accounts Receivable, Data Entry, Analysis, Invoicing, Administrative..., Microsoft Excel, Account Reconciliation, Auditing, Bank Reconciliation, Budgets, Cash Flow, Customer Service, Employee Benefits, Financial Statements, Inventory Management, Journal Entries, Sales
Education
Metropolitan State College of Denver 2012 — 2016
Accounting
Community College of Denver 2007 — 2012
Associate of Arts (AA), Business Administration
Michael Frazier CFP®'s GCG Financial Experience May 2005 - February 2008
Job Wealth Manager
Industry Financial Services
Experience
USAA January 2014 - Present
USAA January 2010 - Present
KeyBank February 2009 - January 2010
GCG Financial May 2005 - February 2008
QWEST COMMUNICATIONS CORP 2003 - 2004
Skills
Series 7, Wealth Management, Mutual Funds, Investment Advisory, Portfolio Management, Investments, Retirement Planning, Retirement, Asset Allocation, Investment Strategies, Asset Management, Estate Planning, Finance, Financial Planning, Financial Services, Life Insurance, Series 63, Strategic Financial...
Education
Regis University 1997 — 2001
BS, Economics
Brophy College Preparatory 1993 — 1997
USAA January 2014 - Present
USAA January 2010 - Present
KeyBank February 2009 - January 2010
GCG Financial May 2005 - February 2008
QWEST COMMUNICATIONS CORP 2003 - 2004
Skills
Series 7, Wealth Management, Mutual Funds, Investment Advisory, Portfolio Management, Investments, Retirement Planning, Retirement, Asset Allocation, Investment Strategies, Asset Management, Estate Planning, Finance, Financial Planning, Financial Services, Life Insurance, Series 63, Strategic Financial...
Education
Regis University 1997 — 2001
BS, Economics
Brophy College Preparatory 1993 — 1997
Jolene Stanton's GCG Financial Experience July 2005 - December 2007
Job Investment Consultant
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Citibank, NA October 2011 - January 2015
Citigroup Global Markets February 2010 - October 2011
JPMorgan Chase November 2008 - February 2010
GCG Financial July 2005 - December 2007
Charles Schwab November 1999 - February 2004
Charles Schwab September 1987 - August 1998
Skills
Investments, Wealth Management, Series 7, Series 63, Portfolio Management, Finance, Credit, Mutual Funds, Financial Services, Relationship Management, Business Development, Risk Management, Investment Advisory, Retirement Planning, Loans, Commercial Banking
Education
Drake University 1983 — 1987
B.S.B.A., Marketing
Fidelity Investments January 2015 - Present
Citibank, NA October 2011 - January 2015
Citigroup Global Markets February 2010 - October 2011
JPMorgan Chase November 2008 - February 2010
GCG Financial July 2005 - December 2007
Charles Schwab November 1999 - February 2004
Charles Schwab September 1987 - August 1998
Skills
Investments, Wealth Management, Series 7, Series 63, Portfolio Management, Finance, Credit, Mutual Funds, Financial Services, Relationship Management, Business Development, Risk Management, Investment Advisory, Retirement Planning, Loans, Commercial Banking
Education
Drake University 1983 — 1987
B.S.B.A., Marketing
Chris Sefah's GCG Financial Experience June 2011 - Present
Job Claims Clerk at GCG Financial
Industry Legal Services
Experience
Moneytrade Clothing June 2012 - Present
GCG Financial June 2011 - Present
Moneytrade Clothing January 2010 - January 2013
Skills
Marketing Strategy, Social Media Marketing, Marketing, Marketing Communications, Social Media, Fashion, Advertising, Retail, Public Relations, Brand Development, Product Development, Merchandising, Apparel, Brand Management, Digital Marketing, Marketing Management, Event Planning, Email Marketing, Event Management, Online Advertising
Education
Southeastern Louisiana University 2006 — 2010
Human Resources Management and Services
Moneytrade Clothing June 2012 - Present
GCG Financial June 2011 - Present
Moneytrade Clothing January 2010 - January 2013
Skills
Marketing Strategy, Social Media Marketing, Marketing, Marketing Communications, Social Media, Fashion, Advertising, Retail, Public Relations, Brand Development, Product Development, Merchandising, Apparel, Brand Management, Digital Marketing, Marketing Management, Event Planning, Email Marketing, Event Management, Online Advertising
Education
Southeastern Louisiana University 2006 — 2010
Human Resources Management and Services
Kyle Orr's GCG Financial Experience January 2013 - Present
Job Senior Consultant at GCG Financial
Industry Insurance
Experience
GCG Financial January 2013 - Present
Skills
Human Resources, Health Insurance, Insurance, Strategy, Employee Benefits, Life Insurance, Disability Insurance, Leadership, Liability, New Business Development, Account Management, Brokers, Commercial Insurance, Sales Management, Term Life Insurance, Workers Compensation, Health Savings Accounts, Executive Management, Business Development, Team Building, Sales, Management, Change Management, Small Business, Building Relationships
Education
University of Illinois at Urbana-Champaign
GCG Financial January 2013 - Present
Skills
Human Resources, Health Insurance, Insurance, Strategy, Employee Benefits, Life Insurance, Disability Insurance, Leadership, Liability, New Business Development, Account Management, Brokers, Commercial Insurance, Sales Management, Term Life Insurance, Workers Compensation, Health Savings Accounts, Executive Management, Business Development, Team Building, Sales, Management, Change Management, Small Business, Building Relationships
Education
University of Illinois at Urbana-Champaign
Ben Drasler's GCG Financial Experience July 2012 - Present
Job IT Coordinator at GCG Financial
Industry Information Technology and Services
Experience
GCG Financial July 2012 - Present
Robert Morris College December 2009 - May 2012
Robert Morris College December 2009 - May 2012
Robert Morris University 2009 - 2010
Skills
Microsoft Word, Higher Education, HTML, Help Desk Support, Troubleshooting, Microsoft Office, Customer Service, Active Directory, Laserfiche, ShoreTel, Outlook, Harmony, UltraVNC, TightVNC, Dameware, RightFax, Norton Ghost, XP, Windows Server, Windows XP, VPN, Software Installation, Leadership, Public Speaking, Windows 7, Computer Hardware, Networking
Education
Robert Morris College 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Computer Science
GCG Financial July 2012 - Present
Robert Morris College December 2009 - May 2012
Robert Morris College December 2009 - May 2012
Robert Morris University 2009 - 2010
Skills
Microsoft Word, Higher Education, HTML, Help Desk Support, Troubleshooting, Microsoft Office, Customer Service, Active Directory, Laserfiche, ShoreTel, Outlook, Harmony, UltraVNC, TightVNC, Dameware, RightFax, Norton Ghost, XP, Windows Server, Windows XP, VPN, Software Installation, Leadership, Public Speaking, Windows 7, Computer Hardware, Networking
Education
Robert Morris College 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Computer Science
Samantha Shock's GCG Financial Experience March 2013 - Present
Job Customer Service Representative at GCG Financial
Industry Financial Services
Experience
GCG Financial March 2013 - Present
The Hartford February 2011 - February 2013
The Hartford August 2009 - February 2011
The Hartford October 2007 - August 2009
Walgrenns September 2000 - January 2008
Skills
Insurance, Claim, Commercial Insurance, Liability, Customer Service, Property, Subrogation, Claim Investigation, Claims Handling, Claims Resolution, Commercial Lines, Property Damage, Property Claims, Telephone Skills, Property & Casualty..., Legal Liability, Property, General Insurance
Education
Northern Michigan University 2003 — 2006
Bachelor of Science (BS), History
College of DuPage 2001 — 2003
General studies, General Studies
GCG Financial March 2013 - Present
The Hartford February 2011 - February 2013
The Hartford August 2009 - February 2011
The Hartford October 2007 - August 2009
Walgrenns September 2000 - January 2008
Skills
Insurance, Claim, Commercial Insurance, Liability, Customer Service, Property, Subrogation, Claim Investigation, Claims Handling, Claims Resolution, Commercial Lines, Property Damage, Property Claims, Telephone Skills, Property & Casualty..., Legal Liability, Property, General Insurance
Education
Northern Michigan University 2003 — 2006
Bachelor of Science (BS), History
College of DuPage 2001 — 2003
General studies, General Studies
Dara Owen's GCG Financial Experience March 2005 - December 2009
Job Independent CAbi Consultant at CAbi, Carol Anderson by invitation
Industry Apparel & Fashion
Experience
CAbi, Carol Anderson by invitation May 2012 - Present
GCG Financial March 2005 - December 2009
Skills
Team Building, Sales, Event Planning, Insurance, Public Speaking, Benefits Administration, Strategic Planning, Training, Public Relations, Coaching, Program Management, Customer Service, Process Improvement, Marketing, Recruiting, Event Management, Account Management, Management, Fundraising, Leadership, Leadership Development, New Business Development, Employee Relations, Contract Negotiation, Human Resources, Management Consulting
Education
Illinois Wesleyan University 1986 — 1990
BA, Business Administration
Glenbrook North HS 1982 — 1986
CAbi, Carol Anderson by invitation May 2012 - Present
GCG Financial March 2005 - December 2009
Skills
Team Building, Sales, Event Planning, Insurance, Public Speaking, Benefits Administration, Strategic Planning, Training, Public Relations, Coaching, Program Management, Customer Service, Process Improvement, Marketing, Recruiting, Event Management, Account Management, Management, Fundraising, Leadership, Leadership Development, New Business Development, Employee Relations, Contract Negotiation, Human Resources, Management Consulting
Education
Illinois Wesleyan University 1986 — 1990
BA, Business Administration
Glenbrook North HS 1982 — 1986
Laura Driver's GCG Financial Experience October 2004 - June 2007
Job Executive Director Market Director at JPMorgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities LLC June 2007 - Present
GCG Financial October 2004 - June 2007
Education
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance, General
JPMorgan Securities LLC June 2007 - Present
GCG Financial October 2004 - June 2007
Education
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance, General
Thomas O'Dekirk's GCG Financial Experience January 1992 - December 2010
Job Financial Consultant at LPL Financial tom.odekirk@lpl.com
Industry Investment Management
Experience
LPL Financial December 2010 - Present
GCG Financial January 1992 - December 2010
Education
Lewis University 1985 — 1989
Bachelor Science, Business Administration
Oak Forest High School 1981 — 1985
LPL Financial December 2010 - Present
GCG Financial January 1992 - December 2010
Education
Lewis University 1985 — 1989
Bachelor Science, Business Administration
Oak Forest High School 1981 — 1985
Jacinda Lopez's GCG Financial Experience May 2001 - April 2006
Job Benefits Advisor at Aon Hewitt
Industry Outsourcing/Offshoring
Experience
Aon Hewitt August 2011 - Present
Round Lake Area School District #116 February 2008 - June 2011
Protective Life May 2006 - January 2007
GCG Financial May 2001 - April 2006
Trustmark Companies 1999 - 2001
Skills
Health Insurance, Elementary Education, Middle School, Medicare, Customer Service, COBRA, Benefits Administration, Employee Benefits, Open Enrollment, Flexible Spending..., ERISA, HRIS, FMLA, Health Savings Accounts, Benefits Design, Call Centers, Medicare Part D
Education
Southern Illinois University, Carbondale 2006 — 2007
Elementary Education and Teaching
College of Lake County 2004 — 2006
Associate of Science (A.S.), Education
College of Lake County 1999 — 2001
business associate
Aon Hewitt August 2011 - Present
Round Lake Area School District #116 February 2008 - June 2011
Protective Life May 2006 - January 2007
GCG Financial May 2001 - April 2006
Trustmark Companies 1999 - 2001
Skills
Health Insurance, Elementary Education, Middle School, Medicare, Customer Service, COBRA, Benefits Administration, Employee Benefits, Open Enrollment, Flexible Spending..., ERISA, HRIS, FMLA, Health Savings Accounts, Benefits Design, Call Centers, Medicare Part D
Education
Southern Illinois University, Carbondale 2006 — 2007
Elementary Education and Teaching
College of Lake County 2004 — 2006
Associate of Science (A.S.), Education
College of Lake County 1999 — 2001
business associate
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO