Harris Investor Services
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Harris Investor Services Employees
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
Independent January 2011 - Present
Harris Investor Services January 2001 - August 2010
Skills
Wealth Management, Trading, Asset Managment
Education
University of Notre Dame
BBA, Marketing