Harris Investor Services

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Harris Investor Services Employees

Employee
Years
Job
Industry
Mike McNitt, CFP® Mike McNitt, CFP® Greater Chicago Area Details
Mike McNitt, CFP®'s Harris Investor Services Experience February 2011 - July 2011
Job Private Banker at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking  July 2014 - Present
BMO Harris Private Banking  July 2011 - June 2014
Harris Investor Services   February 2011 - July 2011

Skills
Series 7, Series 6, Series 63, Investments, Credit Analysis, Certified Financial...

Education
Denison University   2004 — 2008
Bachelor of Arts, Economics

NSCDS

Mary Hackbarth Mary Hackbarth Greater Chicago Area Details
Mary Hackbarth's Harris Investor Services Experience 2000 - 2006
Job SVP, Director of Marketing at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company  March 2009 - Present
Millennium Trust Company  March 2007 - February 2009
Harris Investor Services   2000 - 2006
Meindl & Associates   September 1999 - April 2000
Chicago Capital Management   1999 - 2000
Wayne Hummer Investments  1993 - 1998

Skills
Marketing, Marketing Communications, Management, Wealth Management, Mutual Funds, Account Management, Financial Services, Alternative Investments, Investments

Education
Millikin University   1989 — 1993

Kevin Berce Kevin Berce Greater Chicago Area Details
Kevin Berce's Harris Investor Services Experience June 2005 - February 2007
Job Certified Financial Planner™
Industry Financial Services
Experience
Jaeger, Daly & Company / College Planners, Inc.   December 2008 - June 2013
The Retirement Group LLC  September 2007 - July 2008
Harris Investor Services   June 2005 - February 2007
Thrivent Financial  January 2000 - May 2005

Skills
Strategic Financial..., Retirement Planning, Financial Education..., Client Needs Analysis, Financial Risk Assesment, Solution Development, Client Relationship...

Education
Elmhurst College
Bachelor's degree, History & Economics

Judith McNiff, CFP® Judith McNiff, CFP® Deerfield, Illinois Details
Judith McNiff, CFP®'s Harris Investor Services Experience January 1994 - November 2005
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  July 2011 - Present
Morgan Stanley Smith Barney  November 2005 - July 2011
Harris Investor Services   January 1994 - November 2005

Skills
Retirement Planning, Investments, Asset Allocation, Insurance, Investment Strategies, 401k Rollovers, Investment Planning, Tax-efficient Strategies, Wealth Preservation..., Mutual Funds & Annuities

Education
Eastern Illinois University   1971 — 1975
BS, Home Economics

Tripp Hardin Tripp Hardin Cincinnati Area Details
Tripp Hardin's Harris Investor Services Experience December 2007 - January 2012
Job Looking to Change the World.
Industry Financial Services
Experience
Anthem Blue Cross Blue Shield  August 2014 - January 2015
HardinGroup, Inc.   January 2012 - August 2014
Harris Investor Services   December 2007 - January 2012
JPMorgan Chase  2003 - 2007
American Express Financial Advisors  2002 - 2003
Paccar/Kenworth Trucks   2001 - 2002
Competix Software   2001 - 2001
Sprint / Nextel  1999 - 2001
Traditions Golf Club  1996 - 1998
Mission Hills Country Club  1994 - 1996

Skills
Wealth Management, Mutual Funds, Banking, Strategic Financial..., Investments, Estate Planning, Credit, Asset Managment, Retirement, Investment Advisory, Securities, Insurance, Risk Management, Fixed Annuities, Investment Strategies, Strategic Planning, Finance, Relationship Management, Equities, Asset Allocation, Investment Management, IRAs, Life Insurance, Financial Goals, Sales, Sales Management, Business Development, Process Improvement, Marketing, Business Strategy, New Business Development, Team Building, Budgets, Small Business, Business Networking, Leadership, Territory Development, Territory Account..., Sales Presentations, Consultative Sales..., Closing Abilities, Sales Process

Education
Ferris State University   1978 — 1982
B.S. Business - PGM, Marketing

Lumen Christi

George Pantazis, EA George Pantazis, EA Greater Chicago Area Details
George Pantazis, EA's Harris Investor Services Experience October 2001 - December 2003
Job Retirement Plan Specialist at ICMARC
Industry Financial Services
Experience
ICMA-RC  September 2013 - Present
Top Rank Financial   2007 - Present
Alliant Credit Union  March 2012 - June 2013
Genworth Financial  September 2009 - March 2012
Calamos Investments  January 2004 - January 2009
Harris Investor Services   October 2001 - December 2003
Bank One Securities  1999 - 2001

Skills
Investments, Mutual Funds, Wealth Management, Series 7, Asset Management, Financial Services, Securities, Finance, Asset Allocation, Retirement, Insurance, Fixed Annuities, Financial Advisory, Business Development, Leadership

Education
DePaul University   1995 — 1999
B.S., Finance

Maine East High School   1991 — 1995

Kieron Inalsingh, CFP® Kieron Inalsingh, CFP® Greater Chicago Area Details
Kieron Inalsingh, CFP®'s Harris Investor Services Experience 2006 - 2008
Job Financial Planner/Owner & Associate Broker/Realtor in IL, IN & MI
Industry Financial Services
Experience
My Wealth Plan Advisor   2013 - Present
Century 21 Universal  2010 - Present
Michigan Lakes Team   2011 - Present
VALIC  2011 - 2013
Genworth Financial Securities Corp / Genworth Financial Advisers Corp   2008 - 2010
Harris Investor Services   2006 - 2008
Wells Fargo  2005 - 2006
Ameriprise Financial  2003 - 2005
Life Treatment Centers, Inc.   2001 - 2003
Merrill Lynch  2000 - 2001

Skills
Investment Properties, Selling, Real Estate, Investments, Short Sales, Strategic Financial..., Residential Homes, Sellers, Holistic Financial..., Uniform Combined State..., Mortgage Lending, Real Estate Transactions, Series 7, General Securities..., Finance, Series 24, Loans, Portfolio Management, Financial Planning

Education
University of Notre Dame   1996 — 2000

St. Mary's College (high school)   1988 — 1996
High School

Chuck Talcott Chuck Talcott Greater Chicago Area Details
Chuck Talcott's Harris Investor Services Experience October 2005 - March 2009
Job Experienced sales, trading and operations manager in the Financial industry.
Industry Financial Services
Experience
Scottrade  July 2009 - February 2015
Harris Investor Services   October 2005 - March 2009
Harris Direct  April 2002 - October 2005
Harris Investorline   August 2000 - April 2002
Freeman Welwood   July 1989 - August 2000
Jefferies & Company  April 1986 - July 1989
Security Pacific Discount Brokerage   September 1983 - April 1986

Skills
Securities, Financial Services, Banking, Finance, Trading, Management, Investments, Portfolio Management, Sales, Customer Service, Financial Advisory, Mutual Funds, Financial Analysis, Wealth Management, Corporate Actions, Conflict Resolution, Strategic Planning, Risk Management, FINRA, Strategic Financial..., Equities, Series 63, Series 7, Team Building, Series 24, Series 4

Education
Pierce College   1980 — 1982
General

James Monroe High School   1977 — 1980
High School

Randy Winkler, CFP® Randy Winkler, CFP® Elm Grove, Wisconsin Details
Randy Winkler, CFP®'s Harris Investor Services Experience September 2008 - January 2012
Job Central Planning Manager at Annex Wealth Management
Industry Financial Services
Experience
Annex Wealth Management  September 2014 - Present
Annex Wealth Management  January 2012 - Present
Harris Investor Services   September 2008 - January 2012
Community Financial Services   June 2007 - September 2008
Disciplined Financial Services   February 2005 - April 2006
A.G. Edwards & Sons, Inc.   2002 - February 2005

Skills
Retirement Planning, Wealth Management, 401k Rollovers, Asset Allocation, Mutual Funds, Series 7, Retirement, Estate Planning, Financial Advisory, Investments, Securities, Strategic Financial..., Asset Managment, Life Insurance, Investment Management, Portfolio Management, Investment Advisory, Financial Planning

Education
U.W. Milwaukee   1989 — 1990
BA, Mathematics

U.W. Waukesha   1986 — 1989
AS, Computer Science

College for Financial Planning
AAMS, Accredited Asset Management Specialist

College for Financial Planning
CERTIFIED FINANCIAL PLANNER

Matt Ringler, CFP® Matt Ringler, CFP® Indianapolis, Indiana Area Details
Matt Ringler, CFP®'s Harris Investor Services Experience July 2007 - September 2011
Job President: Lakeland Investment Advisors
Industry Investment Management
Experience
Lakeland Investment Advisors   August 2011 - Present
Harris Investor Services   July 2007 - September 2011
Union Federal Bank  January 2006 - July 2007
First Indiana Bank  September 2000 - September 2004

Skills
Financial Advisory, Strategic Financial..., Portfolio Management, Investments, Finance, Banking, Retirement Planning, Loans, Financial Analysis, Mortgage Lending, Wealth Management, Credit, Risk Management, Series 7, Financial Risk, Business Development, Asset Managment, 401k, Mergers, Commercial Lending

Education
Indiana University Kokomo   2009 — 2011
MBA

Ball State University   1992 — 1995
Bachelor of Arts, Finance

Wawasee   1987 — 1991

Dudley (D.J.) Balzer Dudley (D.J.) Balzer Greater Chicago Area Details
Dudley (D.J.) Balzer's Harris Investor Services Experience March 2003 - October 2011
Job Wealth Advisor at Balzer Investment Management LLC
Industry Financial Services
Experience
Balzer Investment Management LLC   September 2011 - Present
Harris Investor Services   March 2003 - October 2011

Education
University of Illinois at Urbana-Champaign   1979 — 1981
M ED

University of Illinois at Urbana-Champaign   1974 — 1978
B.S.

Geoffrey Crawley Geoffrey Crawley Greater New York City Area Details
Geoffrey Crawley's Harris Investor Services Experience July 2005 - June 2007
Job Vice President Marketing at Staffing Synergies, LLC
Industry Staffing and Recruiting
Experience
FILLFOX   August 2013 - Present
Staffing Synergies, Inc   June 2010 - Present
Rand  June 2010 - May 2012
The Auxiliary Board of Northwestern Memorial Hospital   September 2004 - August 2011
Harris Bank  July 2007 - November 2008
Harris Investor Services   July 2005 - June 2007
BMO Harris Private Banking  March 2003 - June 2005
Merrill Lynch Investment Managers  October 1999 - December 2002
Merrill Lynch  February 1997 - August 1999
Merrill Lynch  July 1995 - February 1997

Skills
Customer Relations, Investments, New Business Development, Customer Service, Public Speaking, Sales Management, Leadership, Business Planning, Event Management, CRM, Strategy, Business Development, Training, Management, Marketing, Sales, Program Management, Human Resources, Coaching, Insurance

Education
Princeton University   1991 — 1995
B.A.

The Peddie School   1988 — 1991

Ben Hill Junior High School

Claywell Elementary School

Barry Streit Barry Streit Greater Minneapolis-St. Paul Area Details
Barry Streit's Harris Investor Services Experience October 2005 - November 2007
Job Senior Vice President Sales at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealthcare  January 2015 - Present
UnitedHealthcare  July 2011 - December 2014
UnitedHealthcare Medicare and Retirement  March 2009 - July 2011
TD Ameritrade  March 2008 - March 2009
Harris Investor Services   October 2005 - November 2007
HarrisDirect  March 2004 - October 2005
HarrisDirect  July 2003 - March 2004
Charles Schwab  1994 - 2003
Quick and Reilly  1992 - 1994

Skills
Strategic Financial..., Financial Services, Insurance, Sales Management, Health Insurance, Leadership, Process Improvement, Strategic Planning, Investment Advisory, Managed Care, Medicare, Selling Skills, Retirement, Management, Sales, New Business Development, Employee Benefits, Team Building, Financial Planning, Strategy, Healthcare

Education
University of Notre Dame - Mendoza College of Business   2005 — 2006
MBA, Business

University of Florida   1978 — 1982
BS, Advertising

The American College   1982 — 1985
CLU & ChFC, Insurance, Estate Planning, Financial Planning

Owen Morgan Owen Morgan Toronto, Canada Area Details
Owen Morgan's Harris Investor Services Experience 2003 - 2006
Job Vice President at CIT Corporate Finance
Industry Banking
Experience
CIT Corporate Finance  August 2006 - February 2013
Harris Investor Services   2003 - 2006
Harrisdirect  2002 - 2006

Skills
Product Management, Financial Analysis, Business Development, Equities, Product Development, Financial Modeling, Strategic Planning, Portfolio Management, Investments, Capital Markets

Education
New York University   2001 — 2002
MBA, Finance

New York University - Leonard N. Stern School of Business   2000 — 2002

Bishop's University   1988 — 1992
BA, Economics

David Bartosiak David Bartosiak Greater Chicago Area Details
David Bartosiak's Harris Investor Services Experience June 2008 - December 2010
Job The Jon Stewart of the Market, Cramer of Millenials, Momentum Stock Strategist with Zacks Investment Research, Zacks.com
Industry Financial Services
Experience
Zacks Investment Research  January 2014 - Present
Navisis Financial  December 2010 - January 2014
Harris Investor Services   June 2008 - December 2010
Ameriprise Financial Services, Inc.   2005 - 2006

Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Securities, Investments, Asset Allocation, Portfolio Management, Investment Strategies, Strategic Financial..., Retirement Planning, Equities, Financial Advisory

Education
Marquette University   2002 — 2005
BS, Applied Mathematical Economics

Candice Bruno Candice Bruno Greater Chicago Area Details
Candice Bruno's Harris Investor Services Experience October 2001 - October 2006
Job
Industry Financial Services
Experience
Millennium Trust Company  September 2009 - Present
Harris Investor Services   October 2001 - October 2006
Wayne Hummer Investments  December 1997 - October 2001

Education
University of Denver - Daniels College of Business   1994 — 1997
Bachelor, Management and Finance

Benedictine University   1992 — 1994
Management and Finance

William Hickey William Hickey Greater Chicago Area Details
William Hickey's Harris Investor Services Experience January 2001 - August 2010
Job Independent Trader and Advisor
Industry Investment Management
Experience
Independent  January 2011 - Present
Harris Investor Services   January 2001 - August 2010

Skills
Wealth Management, Trading, Asset Managment

Education
University of Notre Dame
BBA, Marketing