Hoopis Financial Group
Description
Address: 300 S Wacker Dr Suite 2000, Chicago, IL 60606 Hours: Closed ⋅ Opens 9AM Thu Wednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (312) 347-1660Website: : : Category: : : Place name: : : Website: http://www.hoopisfinancialgroup.com/?cm_mmc=Google-_-Local-_-Store-ID-32-_-GMB&utm_source=google&utm_medium=local&utm_content=store-id-32&utm_campaign=GMB Category: Financial Planner 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. Questions & answers Ask a questionBe the first to ask a question
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Hoopis Financial Group Employees
Employee
Years
Job
Industry
Kasey Moecher Kasey Moecher's Hoopis Financial Group Experience September 2015 - Present
Job Marketing Intern at Hoopis Financial Group
Industry Marketing and Advertising
Experience
Hoopis Financial Group September 2015 - Present
SEPHORA November 2013 - Present
L.A. Tan January 2012 - January 2014
Zano Salon & Day Spa March 2011 - June 2012
Skills
Exceptional People..., Highly motivated..., Coordinating Tasks, Time Management, Customer Satisfaction, Organization, Customer Service, Writing, Sales Process, Sales Promotion, Integrated Marketing, Self-driven, Product Knowledge, Communication Skills, Keen Listener, Communication, Sales, PowerPoint, Microsoft Excel, Microsoft Word, Social Networking, Teamwork, Leadership, Microsoft Office, Marketing
Education
Aurora University 2013 — 2015
Bachelor of Arts (BA), Marketing, 3.5 GPA
Waubonsee Community College 2010 — 2013
Marketing, 3.10 GPA, President's List
Hoopis Financial Group September 2015 - Present
SEPHORA November 2013 - Present
L.A. Tan January 2012 - January 2014
Zano Salon & Day Spa March 2011 - June 2012
Skills
Exceptional People..., Highly motivated..., Coordinating Tasks, Time Management, Customer Satisfaction, Organization, Customer Service, Writing, Sales Process, Sales Promotion, Integrated Marketing, Self-driven, Product Knowledge, Communication Skills, Keen Listener, Communication, Sales, PowerPoint, Microsoft Excel, Microsoft Word, Social Networking, Teamwork, Leadership, Microsoft Office, Marketing
Education
Aurora University 2013 — 2015
Bachelor of Arts (BA), Marketing, 3.5 GPA
Waubonsee Community College 2010 — 2013
Marketing, 3.10 GPA, President's List
Cameron Brady Cameron Brady's Hoopis Financial Group Experience July 2012 - October 2014
Job Wealth Advisor at CliftonLarsonAllen Wealth Advisors
Industry Financial Services
Experience
CliftonLarsonAllen December 2014 - Present
Hoopis Financial Group July 2012 - October 2014
Klopp Investment Management May 2010 - August 2010
Perani's Hockey World September 2006 - May 2008
Skills
Investments, Insurance, Retirement, Portfolio Management, Education Funding, Long Term Care Insurance, Wealth Management, Securities, Portfolio Analysis, Asset and Income..., Retirement Solutions, E-Money, Investment Services, Personal Needs Analysis, Will & Trust Services, Insurance Needs Analysis, Morningstar Adviser..., Finance
Education
Saint Joseph's University 2008 — 2012
Bachelor of Science in Business Administration (B.S.B.A.), Finance and Financial Management Services
DePaul University 2014 — 2015
CFP Certificate Program, Financial Planning
Olmsted Falls High School 2004 — 2008
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
CliftonLarsonAllen December 2014 - Present
Hoopis Financial Group July 2012 - October 2014
Klopp Investment Management May 2010 - August 2010
Perani's Hockey World September 2006 - May 2008
Skills
Investments, Insurance, Retirement, Portfolio Management, Education Funding, Long Term Care Insurance, Wealth Management, Securities, Portfolio Analysis, Asset and Income..., Retirement Solutions, E-Money, Investment Services, Personal Needs Analysis, Will & Trust Services, Insurance Needs Analysis, Morningstar Adviser..., Finance
Education
Saint Joseph's University 2008 — 2012
Bachelor of Science in Business Administration (B.S.B.A.), Finance and Financial Management Services
DePaul University 2014 — 2015
CFP Certificate Program, Financial Planning
Olmsted Falls High School 2004 — 2008
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Melissa Crutchfield's Hoopis Financial Group Experience April 2012 - Present
Job Executive Assistant at Hoopis Financial Group, a General Agency of Massachusetts Mutual Life Insurance Company
Industry Financial Services
Experience
Hoopis Financial Group April 2012 - Present
Northwestern Mutual Financial Network: Hoopis Financial Group December 2009 - May 2012
Watertower Dental January 2008 - December 2010
Skills
Insurance, Employee Benefits, Disability Insurance, Long-term Care, Customer Service, Microsoft Office, Event Planning, Public Speaking, Outlook, Microsoft Excel
Education
Illinois State University 2002 — 2004
Assoc. Degree, Kinesiology
McHenry County College
Associate of Arts and Sciences (A.A.S.)
Hoopis Financial Group April 2012 - Present
Northwestern Mutual Financial Network: Hoopis Financial Group December 2009 - May 2012
Watertower Dental January 2008 - December 2010
Skills
Insurance, Employee Benefits, Disability Insurance, Long-term Care, Customer Service, Microsoft Office, Event Planning, Public Speaking, Outlook, Microsoft Excel
Education
Illinois State University 2002 — 2004
Assoc. Degree, Kinesiology
McHenry County College
Associate of Arts and Sciences (A.A.S.)
Madeline Ulivieri's Hoopis Financial Group Experience May 2013 - August 2013
Job Operations Manager at Sublime Marketing Group LLC
Industry Consumer Goods
Experience
Sublime Marketing Group LLC February 2015 - Present
Mad Hatter Brew Pub September 2013 - Present
Clarissa Burt Media Group-ASUR April 2012 - April 2015
TicketExchange January 2015 - February 2015
Govig & Associates June 2014 - December 2014
Fluent Grp January 2014 - May 2014
Hoopis Financial Group May 2013 - August 2013
AKIRA Chicago August 2012 - July 2013
Glenview House June 2012 - August 2012
Salty Senoritas- Booth at Spring Training Games March 2012 - April 2012
Skills
Retained Search, Talent Acquisition, Business Development, Recruiting, Strategic Planning, Customer Service, Time Management, Communication, Leadership, Social Networking, Social Media, Facebook, Social Media Marketing, Marketing, Sales, Event Planning, Teamwork, Event Management, Microsoft Office, Management, Blogging, Marketing Communications, Online Marketing, Marketing Strategy, PowerPoint, Creative Writing, Advertising, Microsoft Excel, Microsoft Word, Project Planning, Journalism, Fashion, Communication Skills, Customer Satisfaction, Media Relations, Pinterest, Twitter, Promotions, Sales Promotion, Community Service, Networking, Corporate Branding
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor of Arts (B.A.), Business Communications, International Business Certificate
The American University of Rome 2013 — 2013
Bachelor of Arts (BA), Business Communications, Semester Abroad
The Willows Academy
Sublime Marketing Group LLC February 2015 - Present
Mad Hatter Brew Pub September 2013 - Present
Clarissa Burt Media Group-ASUR April 2012 - April 2015
TicketExchange January 2015 - February 2015
Govig & Associates June 2014 - December 2014
Fluent Grp January 2014 - May 2014
Hoopis Financial Group May 2013 - August 2013
AKIRA Chicago August 2012 - July 2013
Glenview House June 2012 - August 2012
Salty Senoritas- Booth at Spring Training Games March 2012 - April 2012
Skills
Retained Search, Talent Acquisition, Business Development, Recruiting, Strategic Planning, Customer Service, Time Management, Communication, Leadership, Social Networking, Social Media, Facebook, Social Media Marketing, Marketing, Sales, Event Planning, Teamwork, Event Management, Microsoft Office, Management, Blogging, Marketing Communications, Online Marketing, Marketing Strategy, PowerPoint, Creative Writing, Advertising, Microsoft Excel, Microsoft Word, Project Planning, Journalism, Fashion, Communication Skills, Customer Satisfaction, Media Relations, Pinterest, Twitter, Promotions, Sales Promotion, Community Service, Networking, Corporate Branding
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor of Arts (B.A.), Business Communications, International Business Certificate
The American University of Rome 2013 — 2013
Bachelor of Arts (BA), Business Communications, Semester Abroad
The Willows Academy
Patrick Strek Patrick Strek's Hoopis Financial Group Experience May 2014 - August 2014
Job Private Equity Analyst at Rich Sea LLC
Industry Investment Management
Experience
Rich Sea LLC September 2015 - Present
John Cook School of Business at Saint Louis University November 2013 - May 2015
Illinois High School Association 2012 - 2015
Hoopis Financial Group May 2014 - August 2014
U.S. Cellular Field August 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Sports, Microsoft Office, Customer Service, Teamwork, Social Media Marketing, Event Planning, Event Management, Sales, Marketing, Time Management, Fundraising, Facebook, Finance
Education
Saint Louis University 2011 — 2015
Bachelor’s Degree, Finance
Saint Louis University 2011 — 2015
Bachelor of Science in Business Administration, Finance
Rich Sea LLC September 2015 - Present
John Cook School of Business at Saint Louis University November 2013 - May 2015
Illinois High School Association 2012 - 2015
Hoopis Financial Group May 2014 - August 2014
U.S. Cellular Field August 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Sports, Microsoft Office, Customer Service, Teamwork, Social Media Marketing, Event Planning, Event Management, Sales, Marketing, Time Management, Fundraising, Facebook, Finance
Education
Saint Louis University 2011 — 2015
Bachelor’s Degree, Finance
Saint Louis University 2011 — 2015
Bachelor of Science in Business Administration, Finance
Teresa Fitzgerald's Hoopis Financial Group Experience August 2013 - Present
Job Agency Director of Field Development
Industry Financial Services
Experience
Hoopis Financial Group August 2013 - Present
Northwestern Mutual March 2012 - August 2013
Northwestern Mutual May 2009 - May 2012
Northwestern Mutual October 2006 - November 2009
Northwestern Mutual Life September 2007 - October 2008
Northwestern Mutual Life October 2006 - September 2007
Livingston County October 2003 - November 2005
Village of Rantoul January 2003 - October 2003
Central Illinois Bank May 2001 - January 2003
Illinois State Police September 2000 - May 2001
Skills
Coaching, Retirement Planning, Insurance, Financial Analysis, Risk Management, Investments, Leadership, Microsoft Excel, Public Speaking, Sales, Marketing, Customer Service, Microsoft Office, PowerPoint, Team Building, New Business Development, Management, Account Management, Leadership Development, Financial Services, Analysis, Strategic Financial..., Financial Planning
Education
University of Illinois at Urbana-Champaign 2003 — 2003
Basic Law Enforcement, Law Enforcement
Parkland College 2001 — 2002
business
Kankakee Community College 1999 — 2001
Business, Marketing
Hoopis Financial Group August 2013 - Present
Northwestern Mutual March 2012 - August 2013
Northwestern Mutual May 2009 - May 2012
Northwestern Mutual October 2006 - November 2009
Northwestern Mutual Life September 2007 - October 2008
Northwestern Mutual Life October 2006 - September 2007
Livingston County October 2003 - November 2005
Village of Rantoul January 2003 - October 2003
Central Illinois Bank May 2001 - January 2003
Illinois State Police September 2000 - May 2001
Skills
Coaching, Retirement Planning, Insurance, Financial Analysis, Risk Management, Investments, Leadership, Microsoft Excel, Public Speaking, Sales, Marketing, Customer Service, Microsoft Office, PowerPoint, Team Building, New Business Development, Management, Account Management, Leadership Development, Financial Services, Analysis, Strategic Financial..., Financial Planning
Education
University of Illinois at Urbana-Champaign 2003 — 2003
Basic Law Enforcement, Law Enforcement
Parkland College 2001 — 2002
business
Kankakee Community College 1999 — 2001
Business, Marketing
Keith Watson's Hoopis Financial Group Experience January 2013 - October 2013
Job Cheerleading Coach, Gym Manager, Active Networker and Football Official
Industry Financial Services
Experience
All Star Rebels Rockford March 2015 - Present
IHSA August 2008 - Present
COUNTRY Financial November 2013 - May 2015
Belvidere North High School May 2009 - February 2015
Hoopis Financial Group January 2013 - October 2013
Skills
Coaching, Risk Management, Fixed Annuities, Retirement Planning, Disability Insurance, Strategic Financial..., Life Insurance, Insurance, Long-term Care, Customer Service, Microsoft Excel, Mutual Funds, Investments, 401k, Retirement, Building Relationships, Building Financial..., Finance, Leadership, Wealth Management, Financial Services, Estate Planning, Asset Allocation, Investment Advisory, Sales, Series 7, IRAs, Business Planning, Employee Benefits, Portfolio Management, Securities, Term Life Insurance, Small Business, Financial Planners, Banking, Financial Planning
Education
Saint Xavier University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Saint Xavier University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Belvidere North High School 2004 — 2009
All Star Rebels Rockford March 2015 - Present
IHSA August 2008 - Present
COUNTRY Financial November 2013 - May 2015
Belvidere North High School May 2009 - February 2015
Hoopis Financial Group January 2013 - October 2013
Skills
Coaching, Risk Management, Fixed Annuities, Retirement Planning, Disability Insurance, Strategic Financial..., Life Insurance, Insurance, Long-term Care, Customer Service, Microsoft Excel, Mutual Funds, Investments, 401k, Retirement, Building Relationships, Building Financial..., Finance, Leadership, Wealth Management, Financial Services, Estate Planning, Asset Allocation, Investment Advisory, Sales, Series 7, IRAs, Business Planning, Employee Benefits, Portfolio Management, Securities, Term Life Insurance, Small Business, Financial Planners, Banking, Financial Planning
Education
Saint Xavier University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Saint Xavier University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Belvidere North High School 2004 — 2009
Cole Andersen Cole Andersen's Hoopis Financial Group Experience May 2013 - January 2014
Job Personnel Consultant at Medix ™ Scientific
Industry Staffing and Recruiting
Experience
Medix ™ June 2014 - Present
Hoopis Financial Group May 2013 - January 2014
Abowd & Rose Financial Group November 2012 - May 2013
Sigma Phi Epsilon October 2011 - October 2012
Skills
Marketing, Marketing Strategy, Marketing Communications, Microsoft Word, Microsoft Excel, Team Management, Leadership, Team Building, PowerPoint, Teamwork, Motivated self-starter, Work Ethic, History, Life & Health Insurance..., Permanent Life Insurance, Term Life Insurance, Disability Insurance, Financial Services, Sales, Social Networking, Facebook, Public Speaking
Education
University of Iowa 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Waubonsie Valley High School 2006 — 2010
Medix ™ June 2014 - Present
Hoopis Financial Group May 2013 - January 2014
Abowd & Rose Financial Group November 2012 - May 2013
Sigma Phi Epsilon October 2011 - October 2012
Skills
Marketing, Marketing Strategy, Marketing Communications, Microsoft Word, Microsoft Excel, Team Management, Leadership, Team Building, PowerPoint, Teamwork, Motivated self-starter, Work Ethic, History, Life & Health Insurance..., Permanent Life Insurance, Term Life Insurance, Disability Insurance, Financial Services, Sales, Social Networking, Facebook, Public Speaking
Education
University of Iowa 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Waubonsie Valley High School 2006 — 2010
Peter H Hoopis, CLU, ChFC, CLF Peter H Hoopis, CLU, ChFC, CLF's Hoopis Financial Group Experience April 2012 - Present
Job Chief Executive Officer & Managing Partner at Hoopis Financial Group
Industry Financial Services
Experience
Hoopis Financial Group April 2012 - Present
Northwestern Mutual Financial Network March 2005 - April 2012
Northwestern Mutual Financial Network September 1999 - May 2005
Northwestern Mutual Financial Network June 1996 - September 1999
Skills
Strategic Financial..., Series 7, Fixed Annuities, Long-term Care, Retirement, Securities, Estate Planning, Life Insurance, Disability Insurance, Wealth Management, Mutual Funds, Employee Benefits, 401k, Portfolio Management, Investment Advisory, Finance, Financial Services, Retirement Planning, Investments, Leadership, Insurance, Management, Financial Planning, Long Term Care Insurance, Financial Advisory, Recruiting, Wealth Management..., Asset Allocation, Small Business, Asset Management, IRAs, Financial Planners, Personal Finance, Term Life Insurance, Investment Strategies, Risk Management, Wealth, Series 24, Wealth Accumulation, Investment Management
Education
The American College 2008 — 2010
CLU, ChFC, CLF, Insurance, Financial Consultant, Leadership
University of Denver - Daniels College of Business 1995 — 1999
Bachelor of Science (BS), Finance and Marketing
Hoopis Financial Group April 2012 - Present
Northwestern Mutual Financial Network March 2005 - April 2012
Northwestern Mutual Financial Network September 1999 - May 2005
Northwestern Mutual Financial Network June 1996 - September 1999
Skills
Strategic Financial..., Series 7, Fixed Annuities, Long-term Care, Retirement, Securities, Estate Planning, Life Insurance, Disability Insurance, Wealth Management, Mutual Funds, Employee Benefits, 401k, Portfolio Management, Investment Advisory, Finance, Financial Services, Retirement Planning, Investments, Leadership, Insurance, Management, Financial Planning, Long Term Care Insurance, Financial Advisory, Recruiting, Wealth Management..., Asset Allocation, Small Business, Asset Management, IRAs, Financial Planners, Personal Finance, Term Life Insurance, Investment Strategies, Risk Management, Wealth, Series 24, Wealth Accumulation, Investment Management
Education
The American College 2008 — 2010
CLU, ChFC, CLF, Insurance, Financial Consultant, Leadership
University of Denver - Daniels College of Business 1995 — 1999
Bachelor of Science (BS), Finance and Marketing
Courtney Levit's Hoopis Financial Group Experience January 2015 - Present
Job Investment Associate at Hoopis Financial Group
Industry Financial Services
Experience
Hoopis Financial Group January 2015 - Present
Hoopis Financial Group August 2013 - Present
Northwestern Mutual April 2013 - August 2013
Skills
Time Management, Customer Service, Retirement Planning, Sales, Finance, Life Insurance, Public Speaking, Social Networking, Outlook, Disability Insurance, Long Term Care Insurance, Microsoft Office, Social Media, Teamwork, Event Planning, Microsoft Excel, Data Entry, Access, Microsoft Word, PowerPoint, Inventory Management, Social Media Marketing, Customer Satisfaction, Online Research, Personal Financial..., Term Life Insurance, Whole Life, Insurance Software, Salesforce.com, Investments
Education
Northern Illinois University 2007 — 2010
Fulton High School
Hoopis Financial Group January 2015 - Present
Hoopis Financial Group August 2013 - Present
Northwestern Mutual April 2013 - August 2013
Skills
Time Management, Customer Service, Retirement Planning, Sales, Finance, Life Insurance, Public Speaking, Social Networking, Outlook, Disability Insurance, Long Term Care Insurance, Microsoft Office, Social Media, Teamwork, Event Planning, Microsoft Excel, Data Entry, Access, Microsoft Word, PowerPoint, Inventory Management, Social Media Marketing, Customer Satisfaction, Online Research, Personal Financial..., Term Life Insurance, Whole Life, Insurance Software, Salesforce.com, Investments
Education
Northern Illinois University 2007 — 2010
Fulton High School
Lucas Malambri's Hoopis Financial Group Experience May 2013 - December 2013
Job Associate at Treasury Strategies, Inc.
Industry Banking
Experience
Treasury Strategies, Inc. July 2015 - Present
Treasury Strategies, Inc. July 2014 - June 2015
Hoopis Financial Group May 2013 - December 2013
KDM Enterprises June 2012 - August 2012
Palatine Park District May 2009 - August 2011
Skills
Leadership, Coaching, Data Analysis, Problem Solving, Research, Emerging Payments, FinTech, Mobile Payments, Financial Services, Analysis, Banking
Education
DePaul University 2012 — 2015
Bachelor of Science (B.S.) Economics, Minor in Marketing and Philosophy, 3.86/4.00 GPA
University of Wisconsin-Madison 2011 — 2012
Treasury Strategies, Inc. July 2015 - Present
Treasury Strategies, Inc. July 2014 - June 2015
Hoopis Financial Group May 2013 - December 2013
KDM Enterprises June 2012 - August 2012
Palatine Park District May 2009 - August 2011
Skills
Leadership, Coaching, Data Analysis, Problem Solving, Research, Emerging Payments, FinTech, Mobile Payments, Financial Services, Analysis, Banking
Education
DePaul University 2012 — 2015
Bachelor of Science (B.S.) Economics, Minor in Marketing and Philosophy, 3.86/4.00 GPA
University of Wisconsin-Madison 2011 — 2012
James Dicello James Dicello's Hoopis Financial Group Experience January 2013 - March 2013
Job Sales Assistant At Guaranteed Rate
Industry Financial Services
Experience
Guaranteed Rate March 2013 - Present
Hoopis Financial Group January 2013 - March 2013
Skills
Financial Analysis
Education
Iowa State University - College of Business 2008 — 2012
Bachelor of Science (BS), Finance
Guaranteed Rate March 2013 - Present
Hoopis Financial Group January 2013 - March 2013
Skills
Financial Analysis
Education
Iowa State University - College of Business 2008 — 2012
Bachelor of Science (BS), Finance
Dianna (Sweet) Heideman Dianna (Sweet) Heideman's Hoopis Financial Group Experience 2006 - 2007
Job
Industry Financial Services
Experience
Envestnet Asset Management June 2007 - Present
Hoopis Financial Group 2006 - 2007
Skills
Investments, Asset Managment, Financial Services, Portfolio Management, Mutual Funds, Securities, Relationship Management, Series 63, Wealth Management, Asset Allocation, Investment Advisory, Equities, Alternative Investments, Risk Management, Banking, Analysis, Financial Advisory, Business Analysis, Asset Management
Education
University of Southern California 1998 — 2003
BA, International Relations (Global Finance)
Envestnet Asset Management June 2007 - Present
Hoopis Financial Group 2006 - 2007
Skills
Investments, Asset Managment, Financial Services, Portfolio Management, Mutual Funds, Securities, Relationship Management, Series 63, Wealth Management, Asset Allocation, Investment Advisory, Equities, Alternative Investments, Risk Management, Banking, Analysis, Financial Advisory, Business Analysis, Asset Management
Education
University of Southern California 1998 — 2003
BA, International Relations (Global Finance)
Gabrielle (Gail) Clair Gabrielle (Gail) Clair's Hoopis Financial Group Experience February 2014 - Present
Job Paraplanning Associate at Hoopis Financial Group
Industry Marketing and Advertising
Experience
Hoopis Financial Group February 2014 - Present
Northwestern Mutual November 2012 - February 2014
Ivan Carlson and Associates October 2012 - December 2012
Red Frog Events May 2012 - August 2012
touchPoint Partners, LLC September 2011 - December 2011
Clair Global May 2011 - August 2011
Rio Grande Mexican Restaurants April 2010 - December 2010
Starbucks February 2007 - August 2008
Skills
Event Management, Facebook, Event Planning, Social Networking, Social Media Marketing, Social Media, Marketing
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelor of Science (BS) in Business Administration, Emphasis in Marketing, Senior
Hoopis Financial Group February 2014 - Present
Northwestern Mutual November 2012 - February 2014
Ivan Carlson and Associates October 2012 - December 2012
Red Frog Events May 2012 - August 2012
touchPoint Partners, LLC September 2011 - December 2011
Clair Global May 2011 - August 2011
Rio Grande Mexican Restaurants April 2010 - December 2010
Starbucks February 2007 - August 2008
Skills
Event Management, Facebook, Event Planning, Social Networking, Social Media Marketing, Social Media, Marketing
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelor of Science (BS) in Business Administration, Emphasis in Marketing, Senior
Connor Loftus Connor Loftus's Hoopis Financial Group Experience May 2014 - September 2014
Job Member Services Associate at BCU
Industry
Experience
BCU May 2015 - August 2015
Hoopis Financial Group May 2014 - September 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Finance, Marketing, Social Media, Teamwork, Sales
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2016
Bachelor's Degree, Finance, General
John Cabot University 2015 — 2015
Bachelor’s Degree, Finance, Junior
Lake Zurich High school
BCU May 2015 - August 2015
Hoopis Financial Group May 2014 - September 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Finance, Marketing, Social Media, Teamwork, Sales
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2016
Bachelor's Degree, Finance, General
John Cabot University 2015 — 2015
Bachelor’s Degree, Finance, Junior
Lake Zurich High school
Ryan Hanrahan's Hoopis Financial Group Experience August 2015 - Present
Job Financial Services Professional at Hoopis Financial Group
Industry Financial Services
Experience
Hoopis Financial Group August 2015 - Present
Northwestern Mutual October 2012 - July 2014
Vector Marketing May 2011 - March 2014
Vector Marketing September 2011 - March 2012
Skills
Strategic Financial..., Risk Management, Wealth Accumulation, Wealth Preservation..., Retirement Planning, Financial Analysis, Investment Strategies, Financial Modeling, Portfolio Management, Life Insurance, Disability Insurance, Long Term Care Insurance, Personal Budgeting, Employee Benefits, Leadership, Customer Service, Kitchenware, CUTCO Knives, Guitar, Musical Instruments, Music Education, Studio Recording, Performing Arts, Microsoft Word, Accounting, PowerPoint, Microsoft Excel, Microsoft Office, Access, Social Media, Video Editing, Stock Trading, Investments, Sales, Finance
Education
University of Iowa 2013 — 2015
Business
College of DuPage 2011 — 2013
General Studies
St. Francis College Preparatory High School 2007 — 2011
Hoopis Financial Group August 2015 - Present
Northwestern Mutual October 2012 - July 2014
Vector Marketing May 2011 - March 2014
Vector Marketing September 2011 - March 2012
Skills
Strategic Financial..., Risk Management, Wealth Accumulation, Wealth Preservation..., Retirement Planning, Financial Analysis, Investment Strategies, Financial Modeling, Portfolio Management, Life Insurance, Disability Insurance, Long Term Care Insurance, Personal Budgeting, Employee Benefits, Leadership, Customer Service, Kitchenware, CUTCO Knives, Guitar, Musical Instruments, Music Education, Studio Recording, Performing Arts, Microsoft Word, Accounting, PowerPoint, Microsoft Excel, Microsoft Office, Access, Social Media, Video Editing, Stock Trading, Investments, Sales, Finance
Education
University of Iowa 2013 — 2015
Business
College of DuPage 2011 — 2013
General Studies
St. Francis College Preparatory High School 2007 — 2011
Michael (Mike) Lacey Michael (Mike) Lacey's Hoopis Financial Group Experience June 2012 - Present
Job Managing Director at Hoopis Financial Group
Industry Financial Services
Experience
Hoopis Financial Group June 2012 - Present
Skills
Investments, Retirement, Employee Benefits, Finance, Life Insurance, Leadership, Management, Wealth Management, Fixed Annuities, Mutual Funds, Securities, 401k, Long-term Care, Financial Planning
Education
Joliet Catholic 1992 — 1996
Loyola University of Chicago
Hoopis Financial Group June 2012 - Present
Skills
Investments, Retirement, Employee Benefits, Finance, Life Insurance, Leadership, Management, Wealth Management, Fixed Annuities, Mutual Funds, Securities, 401k, Long-term Care, Financial Planning
Education
Joliet Catholic 1992 — 1996
Loyola University of Chicago
Christine Vara Christine Vara's Hoopis Financial Group Experience June 2012 - May 2014
Job Talent Acquisition Specialist at Domino's
Industry Human Resources
Experience
Domino's May 2014 - Present
Hoopis Financial Group June 2012 - May 2014
Maxim Healthcare Services September 2011 - June 2012
Skills
Customer Service, Recruiting, Sales, Marketing, Hospitality, Talent Acquisition, Event Management, Leadership, Employee Relations, Team Building, Public Speaking, Human Resources, Insurance, Retirement, Social Skills, Management, Interviews, Business Development, Finance, Succession Planning
Education
Michigan State University 2006 — 2010
Bachelors of Arts, Hospitality Business
Domino's May 2014 - Present
Hoopis Financial Group June 2012 - May 2014
Maxim Healthcare Services September 2011 - June 2012
Skills
Customer Service, Recruiting, Sales, Marketing, Hospitality, Talent Acquisition, Event Management, Leadership, Employee Relations, Team Building, Public Speaking, Human Resources, Insurance, Retirement, Social Skills, Management, Interviews, Business Development, Finance, Succession Planning
Education
Michigan State University 2006 — 2010
Bachelors of Arts, Hospitality Business
Craig Cline's Hoopis Financial Group Experience September 2013 - Present
Job Financial Services Professional at the Hoopis Financial Group
Industry Retail
Experience
Hoopis Financial Group September 2013 - Present
No Chain Merchandise August 2012 - Present
Briefing.com 2000 - 2012
Skills
Retirement, Sales, Business Strategy, Customer Service, New Business Development, Sales Management, Investments, Team Building, Finance, Marketing Strategy, Social Media Marketing, Strategic Planning
Education
San Jose State University 1979 — 1981
Bachelor of Science (BS), International Business
Hoopis Financial Group September 2013 - Present
No Chain Merchandise August 2012 - Present
Briefing.com 2000 - 2012
Skills
Retirement, Sales, Business Strategy, Customer Service, New Business Development, Sales Management, Investments, Team Building, Finance, Marketing Strategy, Social Media Marketing, Strategic Planning
Education
San Jose State University 1979 — 1981
Bachelor of Science (BS), International Business
Ali Carmen Ali Carmen's Hoopis Financial Group Experience August 1996 - April 2000
Job Sales Practice Principal at Northern Trust Securities, Inc.
Industry Financial Services
Experience
Northern Trust Securities, Inc. January 2015 - Present
Bernstein Global Wealth Management April 2000 - January 2015
Hoopis Financial Group August 1996 - April 2000
Skills
Series 24, Series 4, Series 7, Series 66, Series 63, Manage Client..., Alternative Investments, Wealth Management..., Investment Strategies
Education
Southern Illinois University, Carbondale
Harper College
Northern Trust Securities, Inc. January 2015 - Present
Bernstein Global Wealth Management April 2000 - January 2015
Hoopis Financial Group August 1996 - April 2000
Skills
Series 24, Series 4, Series 7, Series 66, Series 63, Manage Client..., Alternative Investments, Wealth Management..., Investment Strategies
Education
Southern Illinois University, Carbondale
Harper College
William McDermott, LLIF William McDermott, LLIF's Hoopis Financial Group Experience April 2014 - Present
Job Executive Vice President at Hoopis Financial Group
Industry Financial Services
Experience
Hoopis Financial Group April 2014 - Present
Lenox Advisors December 2010 - April 2014
NAIFA 2009 - 2011
Rabjohns Financial Group/New England Financial November 2008 - December 2010
MassMutual Financial Group 2000 - 2002
AIA & Manulife 1985 - 2000
Skills
Retirement Planning, Insurance, Wealth Management, Risk Management, 401k, Investments, Fixed Annuities, Asset Management, Long Term Care Insurance, Mutual Funds, Financial Services, Small Business, Retirement
Education
Babson College 1995 — 1999
LIMRA Leadership Institute Fellow, Financial Services
University of Pennsylvania - The Wharton School 1995 — 1999
LIMRA Leadership Institute Fellow, Financial Services
Midland University
Bachelor’s Degree, Behavioral Sciences
Hoopis Financial Group April 2014 - Present
Lenox Advisors December 2010 - April 2014
NAIFA 2009 - 2011
Rabjohns Financial Group/New England Financial November 2008 - December 2010
MassMutual Financial Group 2000 - 2002
AIA & Manulife 1985 - 2000
Skills
Retirement Planning, Insurance, Wealth Management, Risk Management, 401k, Investments, Fixed Annuities, Asset Management, Long Term Care Insurance, Mutual Funds, Financial Services, Small Business, Retirement
Education
Babson College 1995 — 1999
LIMRA Leadership Institute Fellow, Financial Services
University of Pennsylvania - The Wharton School 1995 — 1999
LIMRA Leadership Institute Fellow, Financial Services
Midland University
Bachelor’s Degree, Behavioral Sciences
Nancy Wendt's Hoopis Financial Group Experience 1987 - 1988
Job PreMarriage Manager at Willow Creek Community Church
Industry Religious Institutions
Experience
Willow Creek Community Church July 2014 - Present
Willow Creek Community Church October 2006 - June 2014
Hub International July 1988 - July 2006
Hoopis Financial Group 1987 - 1988
Skills
Event Planning, Customer Service, Event Management, Leadership
Education
Glenbrook South High School 1982 — 1985
Oakton Community College
Willow Creek Community Church July 2014 - Present
Willow Creek Community Church October 2006 - June 2014
Hub International July 1988 - July 2006
Hoopis Financial Group 1987 - 1988
Skills
Event Planning, Customer Service, Event Management, Leadership
Education
Glenbrook South High School 1982 — 1985
Oakton Community College
Yasse Atri's Hoopis Financial Group Experience June 2013 - August 2013
Job Risk & Compliance Consultant at Protiviti
Industry Management Consulting
Experience
Protiviti June 2014 - August 2014
Hoopis Financial Group June 2013 - August 2013
Skills
Strategic Financial..., Financial Services, Accounting, Management Consulting, Leadership, Insurance, Credit, Process Improvement, Business Development, PowerPoint, Time Management, Teamwork
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor’s Degree, Finance
Protiviti June 2014 - August 2014
Hoopis Financial Group June 2013 - August 2013
Skills
Strategic Financial..., Financial Services, Accounting, Management Consulting, Leadership, Insurance, Credit, Process Improvement, Business Development, PowerPoint, Time Management, Teamwork
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor’s Degree, Finance
Paul Tokarz's Hoopis Financial Group Experience January 2015 - Present
Job Managing Associate at Hoopis Financial Group
Industry Financial Services
Experience
Hoopis Financial Group January 2015 - Present
Northwestern Mutual 2010 - December 2014
Skills
Financial Analysis, Insurance, Life Insurance, Finance, Disability Insurance, Customer Service, Investments, Microsoft Excel, Series 7, Time Management, Series 63, Account Management, Bloomberg, Financial Modeling, Fixed Annuities, Portfolio Management, Writing, Retirement
Education
Bradley University
BA
American University
Notre Dame High School
St. Edward
Hoopis Financial Group January 2015 - Present
Northwestern Mutual 2010 - December 2014
Skills
Financial Analysis, Insurance, Life Insurance, Finance, Disability Insurance, Customer Service, Investments, Microsoft Excel, Series 7, Time Management, Series 63, Account Management, Bloomberg, Financial Modeling, Fixed Annuities, Portfolio Management, Writing, Retirement
Education
Bradley University
BA
American University
Notre Dame High School
St. Edward
Anastasia Kastornova's Hoopis Financial Group Experience May 2015 - July 2015
Job MSHR, Recruitment Professional With Global Experience
Industry Staffing and Recruiting
Experience
Hoopis Financial Group May 2015 - July 2015
Wilson Hospitality Executive Search July 2013 - June 2014
Dermilaser S.L. May 2013 - December 2013
Atlantis The Palm February 2013 - April 2013
The Westin Valencia January 2011 - June 2011
The Westin Valencia January 2010 - June 2010
Hotel Arts Barcelona Ritz Carlton January 2009 - June 2009
Skills
Rooms Division, Guest Satisfaction, Guests Relations, VIP Treatment, Opera PMS, Microsoft Office, Task Management, Front Office, Customer Relations, Customer Satisfaction, Hospitality Management, Property Management..., Social Media, Recruiting, Internet Recruiting, Opera, Human Resources, Hotels, Resorts, Customer Service, Hotel Management, Hospitality Industry, Hospitality
Education
Quinlan School of Business, Loyola University Chicago 2014 — 2015
Master's Degree, Human Resources Management/Personnel Administration, General
Kendall College 2011 — 2012
BA, Hospitality Management and Administration
Les Roches Marbella International School of Hotel Management 2008 — 2011
SHA Diploma, Hospitality Management
Hoopis Financial Group May 2015 - July 2015
Wilson Hospitality Executive Search July 2013 - June 2014
Dermilaser S.L. May 2013 - December 2013
Atlantis The Palm February 2013 - April 2013
The Westin Valencia January 2011 - June 2011
The Westin Valencia January 2010 - June 2010
Hotel Arts Barcelona Ritz Carlton January 2009 - June 2009
Skills
Rooms Division, Guest Satisfaction, Guests Relations, VIP Treatment, Opera PMS, Microsoft Office, Task Management, Front Office, Customer Relations, Customer Satisfaction, Hospitality Management, Property Management..., Social Media, Recruiting, Internet Recruiting, Opera, Human Resources, Hotels, Resorts, Customer Service, Hotel Management, Hospitality Industry, Hospitality
Education
Quinlan School of Business, Loyola University Chicago 2014 — 2015
Master's Degree, Human Resources Management/Personnel Administration, General
Kendall College 2011 — 2012
BA, Hospitality Management and Administration
Les Roches Marbella International School of Hotel Management 2008 — 2011
SHA Diploma, Hospitality Management
Ryan Paulsen Ryan Paulsen's Hoopis Financial Group Experience October 2013 - Present
Job
Industry Financial Services
Experience
Hoopis Financial Group October 2013 - Present
Skills
Retirement Planning, Disability Insurance, Life Insurance, Investments, Insurance, Mutual Funds, Strategic Financial..., Retirement, Financial Goals, Financial Analysis, Sales, Fixed Annuities, Portfolio Management, Series 63, Financial Planning, Wealth Management, Finance, Leadership, Financial Services
Education
Marquette University 1996 — 2000
National University of Ireland, Galway 2000 — 2000
St. Viator High School 1992 — 1996
Hoopis Financial Group October 2013 - Present
Skills
Retirement Planning, Disability Insurance, Life Insurance, Investments, Insurance, Mutual Funds, Strategic Financial..., Retirement, Financial Goals, Financial Analysis, Sales, Fixed Annuities, Portfolio Management, Series 63, Financial Planning, Wealth Management, Finance, Leadership, Financial Services
Education
Marquette University 1996 — 2000
National University of Ireland, Galway 2000 — 2000
St. Viator High School 1992 — 1996
William Kerr William Kerr's Hoopis Financial Group Experience April 2013 - March 2014
Job President at Edge Logistics, LLC
Industry Logistics and Supply Chain
Experience
Edge Logistics, LLC August 2014 - Present
Traffic Tech January 2014 - March 2014
Hoopis Financial Group April 2013 - March 2014
Echo Global Logistics November 2011 - April 2013
Mesirow Financial 2010 - 2011
Green Acres Country Club 2008 - 2009
Camp Deerhorn 2004 - 2007
Skills
Sales, Logistics, Marketing, Public Speaking, Truckload, Negotiation, Sales Management, Customer Service, Account Management, Microsoft Excel, 3PL, Cold Calling, Freight, PowerPoint, Operations Management, Inventory Management, Pricing, Transportation, Supply Chain Management, New Business Development, Strategic Financial..., Building Relationships, Relationship Management, Fixed Annuities, Teamwork, Retirement Planning, Life Insurance, Time Management, Training, Insurance, Financial Planning
Education
DePaul University 2008 — 2011
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
The George Washington University 2008 — 2009
Edge Logistics, LLC August 2014 - Present
Traffic Tech January 2014 - March 2014
Hoopis Financial Group April 2013 - March 2014
Echo Global Logistics November 2011 - April 2013
Mesirow Financial 2010 - 2011
Green Acres Country Club 2008 - 2009
Camp Deerhorn 2004 - 2007
Skills
Sales, Logistics, Marketing, Public Speaking, Truckload, Negotiation, Sales Management, Customer Service, Account Management, Microsoft Excel, 3PL, Cold Calling, Freight, PowerPoint, Operations Management, Inventory Management, Pricing, Transportation, Supply Chain Management, New Business Development, Strategic Financial..., Building Relationships, Relationship Management, Fixed Annuities, Teamwork, Retirement Planning, Life Insurance, Time Management, Training, Insurance, Financial Planning
Education
DePaul University 2008 — 2011
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
The George Washington University 2008 — 2009
Willard O. Williamson Willard O. Williamson's Hoopis Financial Group Experience 2012 - Present
Job Financial Services Professional at Hoopis Financial Group
Industry Financial Services
Experience
Hoopis Financial Group 2012 - Present
WOW ENTERPRISES 2009 - November 2012
MetLife 2004 - 2009
Thrivent Financial for Lutherans 1990 - 2004
AT&T 1971 - 1990
Skills
Retirement Planning, Fixed Annuities, Insurance, Strategic Planning, Disability Insurance, Series 63, Nonprofits, Life Insurance, Project Management, 401k, Long-term Care, Leadership, Digital Photography
Education
Luther College 1967 — 1971
BA, History/Political Science
Bell System Center of Technical Education
Telecommunications Engineering
Hoopis Financial Group 2012 - Present
WOW ENTERPRISES 2009 - November 2012
MetLife 2004 - 2009
Thrivent Financial for Lutherans 1990 - 2004
AT&T 1971 - 1990
Skills
Retirement Planning, Fixed Annuities, Insurance, Strategic Planning, Disability Insurance, Series 63, Nonprofits, Life Insurance, Project Management, 401k, Long-term Care, Leadership, Digital Photography
Education
Luther College 1967 — 1971
BA, History/Political Science
Bell System Center of Technical Education
Telecommunications Engineering
Christopher Wojdyla Christopher Wojdyla's Hoopis Financial Group Experience January 2015 - Present
Job Associate Financial Representative at Hoopis Financial Group
Industry Financial Services
Experience
Hoopis Financial Group January 2015 - Present
Bankers Benefits January 2014 - January 2015
Northwestern Mutual May 2012 - January 2014
Education
University of Illinois at Urbana-Champaign 2007 — 2012
BS, Communication, General
Palatine High School 2004 — 2007
Hoopis Financial Group January 2015 - Present
Bankers Benefits January 2014 - January 2015
Northwestern Mutual May 2012 - January 2014
Education
University of Illinois at Urbana-Champaign 2007 — 2012
BS, Communication, General
Palatine High School 2004 — 2007
Andre Kostylev's Hoopis Financial Group Experience July 2015 - Present
Job Financial Services Professional at Hoopis Financial Group
Industry Graphic Design
Experience
Hoopis Financial Group July 2015 - Present
Van Go Imaging Inc. June 2010 - Present
Caterpillar Inc. June 2006 - January 2009
Skills
Portrait Photography, Marketing Strategy
Education
Purdue University 2001 — 2006
BS Management and Accounting, Accounting and Finance
Purdue University - Krannert School of Management 2001 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Hoopis Financial Group July 2015 - Present
Van Go Imaging Inc. June 2010 - Present
Caterpillar Inc. June 2006 - January 2009
Skills
Portrait Photography, Marketing Strategy
Education
Purdue University 2001 — 2006
BS Management and Accounting, Accounting and Finance
Purdue University - Krannert School of Management 2001 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Mario A. Savoie Mario A. Savoie's Hoopis Financial Group Experience June 2012 - September 2013
Job Financial Consultant at First Midwest Financial Network
Industry Financial Services
Experience
First Midwest Financial Network 2013 - Present
Hoopis Financial Group June 2012 - September 2013
Parkview Christian Church 2009 - 2013
New York Life Insurance Company January 2010 - July 2012
Northwestern Mutual February 2006 - January 2010
Sales 2001 - 2006
Skills
401k Rollovers, IRA Rollovers, Investments, Fixed Annuities, Insurance, Mutual Funds, Strategic Financial..., Retirement Planning, Disability Insurance, Retirement, Wealth, Portfolio Management, Long Term Care Insurance, Life Insurance, 401k, Long-term Care, Strategic Planning, Financial Services, IRAs, Financial Analysis, Sales Management, Term Life Insurance, Series 63, Securities, Investment Strategies, Annuities, Financial Planning, Consultative Selling, Succession Planning, Business Planning, College Savings Plans, 529 Plans
Education
Saint Xavier University 1996 — 2001
Bachelor's of Science, Business Administration
First Midwest Financial Network 2013 - Present
Hoopis Financial Group June 2012 - September 2013
Parkview Christian Church 2009 - 2013
New York Life Insurance Company January 2010 - July 2012
Northwestern Mutual February 2006 - January 2010
Sales 2001 - 2006
Skills
401k Rollovers, IRA Rollovers, Investments, Fixed Annuities, Insurance, Mutual Funds, Strategic Financial..., Retirement Planning, Disability Insurance, Retirement, Wealth, Portfolio Management, Long Term Care Insurance, Life Insurance, 401k, Long-term Care, Strategic Planning, Financial Services, IRAs, Financial Analysis, Sales Management, Term Life Insurance, Series 63, Securities, Investment Strategies, Annuities, Financial Planning, Consultative Selling, Succession Planning, Business Planning, College Savings Plans, 529 Plans
Education
Saint Xavier University 1996 — 2001
Bachelor's of Science, Business Administration
Adam Przybylo's Hoopis Financial Group Experience May 2014 - Present
Job Financial Strategies
Industry Financial Services
Experience
Hoopis Financial Group May 2014 - Present
Hoopis Financial Group of Northwestern Mutual January 2010 - May 2014
Skills
Social Media, Management, Event Planning, Event Management, Project Management, Strategic Planning, Public Relations, Social Media Marketing, Editing, Social Networking
Education
Rollins College 1999 — 2003
Hoopis Financial Group May 2014 - Present
Hoopis Financial Group of Northwestern Mutual January 2010 - May 2014
Skills
Social Media, Management, Event Planning, Event Management, Project Management, Strategic Planning, Public Relations, Social Media Marketing, Editing, Social Networking
Education
Rollins College 1999 — 2003
Vivek Mirmira Vivek Mirmira's Hoopis Financial Group Experience January 2015 - May 2015
Job Recruiting Intern at Hoopis Financial Group
Industry Marketing and Advertising
Experience
Hoopis Financial Group January 2015 - May 2015
CollabraLink Technologies, Inc. June 2013 - December 2013
Seton Montessori School May 2012 - August 2012
Skills
Microsoft Office, Invoicing, Market Research, SharePoint, Spreadsheets, Cold Calling, Sales force
Education
University of Illinois at Chicago 2011 — 2015
Bachelor’s Degree, Marketing
Naperville Central High School 2007 — 2011
Hoopis Financial Group January 2015 - May 2015
CollabraLink Technologies, Inc. June 2013 - December 2013
Seton Montessori School May 2012 - August 2012
Skills
Microsoft Office, Invoicing, Market Research, SharePoint, Spreadsheets, Cold Calling, Sales force
Education
University of Illinois at Chicago 2011 — 2015
Bachelor’s Degree, Marketing
Naperville Central High School 2007 — 2011
Joseph Rosario Joseph Rosario's Hoopis Financial Group Experience April 2012 - August 2014
Job Agency Director/Financial Advisor at AIG Financial Network
Industry Financial Services
Experience
AIG August 2014 - Present
Hoopis Financial Group April 2012 - August 2014
Northwestern Mutual-Hoopis Financial Group January 2009 - March 2012
JP Morgan Chase July 2006 - June 2008
Skills
Wealth Management, Retirement Planning, Life Insurance, Finance, Employee Benefits, Leadership, Fixed Annuities, Investments, Estate Planning, Disability Insurance, Risk Management, Business Planning, Strategic Financial..., Mutual Funds, Succession Planning, Strategy, Financial Planning, Insurance, Executive Benefits..., Business Succession, Charitable Giving..., Disability Overhead..., Executive Compensation, Long Term Care, Special Needs Planning, Annuities, Long-term Care, Series 7, Hold Series 7
Education
DePaul University
Bachelors, Finance
AIG August 2014 - Present
Hoopis Financial Group April 2012 - August 2014
Northwestern Mutual-Hoopis Financial Group January 2009 - March 2012
JP Morgan Chase July 2006 - June 2008
Skills
Wealth Management, Retirement Planning, Life Insurance, Finance, Employee Benefits, Leadership, Fixed Annuities, Investments, Estate Planning, Disability Insurance, Risk Management, Business Planning, Strategic Financial..., Mutual Funds, Succession Planning, Strategy, Financial Planning, Insurance, Executive Benefits..., Business Succession, Charitable Giving..., Disability Overhead..., Executive Compensation, Long Term Care, Special Needs Planning, Annuities, Long-term Care, Series 7, Hold Series 7
Education
DePaul University
Bachelors, Finance
Whit King Whit King's Hoopis Financial Group Experience April 2015 - Present
Job Coaching families and business owners to reach their financial goals and objectives.
Industry Financial Services
Experience
Hoopis Financial Group April 2015 - Present
Northwestern Mutual December 2013 - April 2015
Woodmen of the World September 2005 - November 2013
Woodmen of the World Life Insurance Society/ Omaha Woodmen Life Insurance Society September 2005 - November 2013
Skills
Recruiting, Training, Insurance, Coaching, Building Relationships, Integrity, Selling, Finance, Sales, Relationship Building, Securities, Customer Service, Team Building, Fixed Annuities, Long-term Care, Term Life Insurance
Education
East Carolina University
Exercise Physiology
Liberty University
Bachelor’s Degree, Multi/Interdisciplinary Studies
Hoopis Financial Group April 2015 - Present
Northwestern Mutual December 2013 - April 2015
Woodmen of the World September 2005 - November 2013
Woodmen of the World Life Insurance Society/ Omaha Woodmen Life Insurance Society September 2005 - November 2013
Skills
Recruiting, Training, Insurance, Coaching, Building Relationships, Integrity, Selling, Finance, Sales, Relationship Building, Securities, Customer Service, Team Building, Fixed Annuities, Long-term Care, Term Life Insurance
Education
East Carolina University
Exercise Physiology
Liberty University
Bachelor’s Degree, Multi/Interdisciplinary Studies
Frank Grooss V Frank Grooss V's Hoopis Financial Group Experience August 2014 - Present
Job Financial Advisor at Hoopis Financial Group
Industry Financial Services
Experience
Hoopis Financial Group August 2014 - Present
Request Technology May 2013 - July 2014
Skills
Wealth Management, Retirement Planning, Investments, Financial Planning, Permanent Life Insurance
Education
University of Alabama
B.S in Commerce and Business Administration, Accounting and Finance and Economics
Hoopis Financial Group August 2014 - Present
Request Technology May 2013 - July 2014
Skills
Wealth Management, Retirement Planning, Investments, Financial Planning, Permanent Life Insurance
Education
University of Alabama
B.S in Commerce and Business Administration, Accounting and Finance and Economics
John Ocwieja John Ocwieja's Hoopis Financial Group Experience 1997 - Present
Job Experienced and Creative Financial Professional to Business Owners, Physicians and High Net Worth Individuals
Industry Financial Services
Experience
Hoopis Financial Group 1997 - Present
Amco Tool May 1992 - December 1996
Skills
Wealth Transfer, Insurance Strategies, Investment Strategies, Business Planning, Wealth, Insurance, Exit Strategies, Risk Management, Estate Planning, Strategic Financial..., Business Strategy, Entrepreneurship, Portfolio Management, Strategy, Due Diligence, Finance, Corporate Finance, Management, Disability Insurance, Fixed Annuities, Retirement, Employee Benefits, Financial Services, Investments, Financial Advisory, Retirement Planning, Securities, Wealth Management, Life Insurance, Financial Planners, Long-term Care, 401k, Long Term Care Insurance, Small Business, Financial Risk, Financial Planning, Business Intelligence
Education
Indiana University Bloomington
Bachelor's Degree, Philosophy
The American College
Certified Family Business Specialist
York High School
Hoopis Financial Group 1997 - Present
Amco Tool May 1992 - December 1996
Skills
Wealth Transfer, Insurance Strategies, Investment Strategies, Business Planning, Wealth, Insurance, Exit Strategies, Risk Management, Estate Planning, Strategic Financial..., Business Strategy, Entrepreneurship, Portfolio Management, Strategy, Due Diligence, Finance, Corporate Finance, Management, Disability Insurance, Fixed Annuities, Retirement, Employee Benefits, Financial Services, Investments, Financial Advisory, Retirement Planning, Securities, Wealth Management, Life Insurance, Financial Planners, Long-term Care, 401k, Long Term Care Insurance, Small Business, Financial Risk, Financial Planning, Business Intelligence
Education
Indiana University Bloomington
Bachelor's Degree, Philosophy
The American College
Certified Family Business Specialist
York High School
Desiree Astacio Desiree Astacio's Hoopis Financial Group Experience November 2014 - Present
Job Administrative Assistant at Hoopis Financial Group (a member of Mass Mutual Financial Group)
Industry Accounting
Experience
Hoopis Financial Group November 2014 - Present
Brow Art 23 May 2013 - October 2014
Brow Art 23 May 2013 - October 2014
Skills
Microsoft Office, Public Speaking, Event Planning, Social Media, Customer Service, Social Networking, Microsoft Excel, Outlook Express, Microsoft Publisher, Microsoft Word, Sales, Nonprofits, Outlook, PowerPoint, Data Entry, Marketing, Administration
Education
The School of the Art Institute of Chicago 2012 — 2013
Hoopis Financial Group November 2014 - Present
Brow Art 23 May 2013 - October 2014
Brow Art 23 May 2013 - October 2014
Skills
Microsoft Office, Public Speaking, Event Planning, Social Media, Customer Service, Social Networking, Microsoft Excel, Outlook Express, Microsoft Publisher, Microsoft Word, Sales, Nonprofits, Outlook, PowerPoint, Data Entry, Marketing, Administration
Education
The School of the Art Institute of Chicago 2012 — 2013
Christina Walsh Christina Walsh's Hoopis Financial Group Experience July 2014 - Present
Job Recruiter at Hoopis Financial Group
Industry Financial Services
Experience
Hoopis Financial Group July 2014 - Present
Northwestern Mutual December 2013 - July 2014
Northwestern Mutual October 2013 - July 2014
American KidZ Academy September 2010 - September 2013
Skills
Interviews, Recruiting, Management, Marketing, Leadership, Leadership Development, Training, Team Building, Time Management, Customer Service, Sales, Coaching, Employee Benefits, Public Speaking
Education
Roosevelt University 2008 — 2011
Bachelor of Arts (BA), Liberal Studies & Education
University of Central Florida
Hoopis Financial Group July 2014 - Present
Northwestern Mutual December 2013 - July 2014
Northwestern Mutual October 2013 - July 2014
American KidZ Academy September 2010 - September 2013
Skills
Interviews, Recruiting, Management, Marketing, Leadership, Leadership Development, Training, Team Building, Time Management, Customer Service, Sales, Coaching, Employee Benefits, Public Speaking
Education
Roosevelt University 2008 — 2011
Bachelor of Arts (BA), Liberal Studies & Education
University of Central Florida
Jim Jasper, CLU, ChFC Jim Jasper, CLU, ChFC's Hoopis Financial Group Experience September 2013 - Present
Job Financial Advisor providing guidance that can help individuals and families reach their financial goals.
Industry Financial Services
Experience
Hoopis Financial Group September 2013 - Present
Northwestern Mutual August 2006 - September 2013
House Doctors Handyman Service December 2003 - April 2006
Mychaels Trading 1999 - 2003
Education
Northeastern Illinois University 1995 — 1998
BA, Economics
Moraine Valley Community College 1993 — 1994
Associates, General
Hoopis Financial Group September 2013 - Present
Northwestern Mutual August 2006 - September 2013
House Doctors Handyman Service December 2003 - April 2006
Mychaels Trading 1999 - 2003
Education
Northeastern Illinois University 1995 — 1998
BA, Economics
Moraine Valley Community College 1993 — 1994
Associates, General
Michael Dubin's Hoopis Financial Group Experience October 2015 - Present
Job Financial Services Professional at Hoopis Financial Group a member of MassMutual Financial Group
Industry Financial Services
Experience
Hoopis Financial Group October 2015 - Present
Crystal Lake District #47 August 2014 - June 2015
Maryville Academy August 2013 - June 2014
Youth Connection Charter School September 2012 - January 2013
The Bridge Youth & Family Services April 2012 - October 2012
Hephzibah Children's Association August 2011 - January 2012
Keshet August 2010 - January 2012
Keshet June 2011 - August 2011
Clearbrook June 2010 - August 2011
Township High School District 214 August 2010 - June 2011
Skills
Mental Health, Crisis Intervention, Social Services, Adolescents, Interventions, Developmental..., Case Management, Mental Health Counseling, Group Therapy, Public Speaking, Therapists, Community Outreach, Microsoft Office, Nonprofits, Program Development, Psychotherapy, Leadership, Event Planning, PowerPoint
Education
University of Illinois at Chicago 2010 — 2011
MSW, Social Work
University of Iowa 2005 — 2010
BA, Social Work
Hoopis Financial Group October 2015 - Present
Crystal Lake District #47 August 2014 - June 2015
Maryville Academy August 2013 - June 2014
Youth Connection Charter School September 2012 - January 2013
The Bridge Youth & Family Services April 2012 - October 2012
Hephzibah Children's Association August 2011 - January 2012
Keshet August 2010 - January 2012
Keshet June 2011 - August 2011
Clearbrook June 2010 - August 2011
Township High School District 214 August 2010 - June 2011
Skills
Mental Health, Crisis Intervention, Social Services, Adolescents, Interventions, Developmental..., Case Management, Mental Health Counseling, Group Therapy, Public Speaking, Therapists, Community Outreach, Microsoft Office, Nonprofits, Program Development, Psychotherapy, Leadership, Event Planning, PowerPoint
Education
University of Illinois at Chicago 2010 — 2011
MSW, Social Work
University of Iowa 2005 — 2010
BA, Social Work
Jeremy Fager Jeremy Fager's Hoopis Financial Group Experience July 2015 - Present
Job Financial Representative at Hoopis Financial Group
Industry Financial Services
Experience
Hoopis Financial Group July 2015 - Present
Northwestern Mutual July 2011 - July 2015
Rabjohns Financial Group / New England Financial July 2009 - July 2011
Education
Illinois State University 2004 — 2008
Glenbrook south
Hoopis Financial Group July 2015 - Present
Northwestern Mutual July 2011 - July 2015
Rabjohns Financial Group / New England Financial July 2009 - July 2011
Education
Illinois State University 2004 — 2008
Glenbrook south
Bret Hartung Bret Hartung's Hoopis Financial Group Experience August 2014 - Present
Job Partner at Hoopis Financial Group
Industry Financial Services
Experience
Hoopis Financial Group August 2014 - Present
Education
Southern Illinois University, Carbondale 1989 — 1992
Bachelor of Arts, Liberal Education
Hoopis Financial Group August 2014 - Present
Education
Southern Illinois University, Carbondale 1989 — 1992
Bachelor of Arts, Liberal Education
Richard Hoopis Richard Hoopis's Hoopis Financial Group Experience August 1999 - May 2003
Job Real Estate Counsel at Insurance Auto Auctions, Inc.
Industry Law Practice
Experience
Insurance Auto Auctions, Inc. February 2012 - Present
Pedersen & Houpt August 2006 - February 2012
Meyer Capel June 2005 - January 2006
Hoopis Financial Group August 1999 - May 2003
Skills
Corporate Law, Real Estate, Acquisitions, Small Business, Business, Strategy, Start-ups
Education
University of Illinois College of Law 2003 — 2006
JD, Law
Emory University 1999 — 2003
BS, Economics, Political Science
LFHS
Insurance Auto Auctions, Inc. February 2012 - Present
Pedersen & Houpt August 2006 - February 2012
Meyer Capel June 2005 - January 2006
Hoopis Financial Group August 1999 - May 2003
Skills
Corporate Law, Real Estate, Acquisitions, Small Business, Business, Strategy, Start-ups
Education
University of Illinois College of Law 2003 — 2006
JD, Law
Emory University 1999 — 2003
BS, Economics, Political Science
LFHS
Allen Weintraub CLU,ChFC, CLTC Allen Weintraub CLU,ChFC, CLTC's Hoopis Financial Group Experience 2000 - March 2011
Job Me,myself& I at retired
Industry Financial Services
Experience
retired June 2012 - Present
Hoopis Performance Network January 2009 - December 2012
Hoopis Financial Group 2000 - March 2011
New England Financial May 1980 - December 2001
Walgreens July 1968 - April 1972
Skills
Business Development, Insurance Professional, Business Coaching, Sales Skills, Using HPN to the Max, Finance, Sales, Selling Skills, Leadership Development, Leadership, Direct Sales, Risk Management, Management Consulting, Marketing Strategy, Sales Management, Marketing, Coaching, Management
Education
DePaul University 1970 — 1972
MBA, Business Administration Marketing
DePaul University - Charles H. Kellstadt Graduate School of Business 1970 — 1972
MBA, Marketing
Southern Illinois University, Carbondale 1964 — 1968
BS, Marketing
retired June 2012 - Present
Hoopis Performance Network January 2009 - December 2012
Hoopis Financial Group 2000 - March 2011
New England Financial May 1980 - December 2001
Walgreens July 1968 - April 1972
Skills
Business Development, Insurance Professional, Business Coaching, Sales Skills, Using HPN to the Max, Finance, Sales, Selling Skills, Leadership Development, Leadership, Direct Sales, Risk Management, Management Consulting, Marketing Strategy, Sales Management, Marketing, Coaching, Management
Education
DePaul University 1970 — 1972
MBA, Business Administration Marketing
DePaul University - Charles H. Kellstadt Graduate School of Business 1970 — 1972
MBA, Marketing
Southern Illinois University, Carbondale 1964 — 1968
BS, Marketing
Sean Easton Sean Easton's Hoopis Financial Group Experience January 2013 - December 2013
Job Urban Commercial Property Group Inc
Industry Real Estate
Experience
Urban Commercial Property Group, Inc. March 2014 - Present
Barrington High School Fillies Hockey September 2011 - Present
Hoopis Financial Group January 2013 - December 2013
Glenview Blaze Baseball 2004 - 2010
Evanston Youth Hockey 2006 - 2007
Skills
Team Building, Marketing Strategy, Customer Service, Networking, New Business Development, Coaching, Business Development, Public Speaking, Investments, Portfolio Management, Insurance, Financial Markets, Risk Management, Wealth Management, Retirement, Employee Benefits, Financial Analysis, Finance, Retirement Planning, Fixed Annuities, Life Insurance, Disability Insurance, Long Term Care Insurance, Financial Services, Strategic Financial...
Education
Fort Lewis College
Urban Commercial Property Group, Inc. March 2014 - Present
Barrington High School Fillies Hockey September 2011 - Present
Hoopis Financial Group January 2013 - December 2013
Glenview Blaze Baseball 2004 - 2010
Evanston Youth Hockey 2006 - 2007
Skills
Team Building, Marketing Strategy, Customer Service, Networking, New Business Development, Coaching, Business Development, Public Speaking, Investments, Portfolio Management, Insurance, Financial Markets, Risk Management, Wealth Management, Retirement, Employee Benefits, Financial Analysis, Finance, Retirement Planning, Fixed Annuities, Life Insurance, Disability Insurance, Long Term Care Insurance, Financial Services, Strategic Financial...
Education
Fort Lewis College
Christelle Tassu Christelle Tassu's Hoopis Financial Group Experience May 2015 - Present
Job Administrative Development Intern at Hoopis Financial Group
Industry Hospitality
Experience
Hoopis Financial Group May 2015 - Present
Loyola University Chicago August 2014 - Present
Loyola University Chicago May 2014 - May 2015
Loyola University Chicago October 2013 - May 2014
Skills
Economics, Economic Research, Financial Analysis, Public Speaking, Critical Thinking, Research, Management, Bilingual-English/French, Microsoft Excel, Time Management, Communication, Learning Quickly, Microsoft Office, Teamwork, Leadership, Microsoft Word, Social Networking, Strategic Planning, Social Media, Customer Service, PowerPoint
Education
Loyola University Chicago 2013 — 2015
Bachelor's Degree, Economics, 3.68
Joliet Junior College 2011 — 2013
Associate of Arts (AA), Economics, 3.9
Hoopis Financial Group May 2015 - Present
Loyola University Chicago August 2014 - Present
Loyola University Chicago May 2014 - May 2015
Loyola University Chicago October 2013 - May 2014
Skills
Economics, Economic Research, Financial Analysis, Public Speaking, Critical Thinking, Research, Management, Bilingual-English/French, Microsoft Excel, Time Management, Communication, Learning Quickly, Microsoft Office, Teamwork, Leadership, Microsoft Word, Social Networking, Strategic Planning, Social Media, Customer Service, PowerPoint
Education
Loyola University Chicago 2013 — 2015
Bachelor's Degree, Economics, 3.68
Joliet Junior College 2011 — 2013
Associate of Arts (AA), Economics, 3.9
Chuck Wasserstrom's Hoopis Financial Group Experience August 2014 - Present
Job Financial Services Professional at Hoopis Financial Group
Industry Financial Services
Experience
Hoopis Financial Group August 2014 - Present
Robert Morris University 2013 - August 2014
Chicago Cubs 2003 - 2012
Chicago Cubs 1988 - 2003
Skills
Sports, Sports Management, Baseball, Professional Sports, Social Media, Public Relations, Media Relations, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat, Statistics, Information, Communication Skills, Writing Skills, QuarkXPress, Press Releases, Event Planning, Broadcast, Sports Marketing, Microsoft Office, Data Analysis, Internal Communications, Journalism, Newspapers, Analysis, Editorial, Publications, AP Style, Copy Editing, Editing, Social Networking, Sports Writing, Publicity, Sponsorship, Storytelling, Interviews, Blogging, Training, Crisis Communications, Newsletters, Social Media Marketing, Radio, Management, Corporate Communications, Proofreading, Time Management, Broadcast Journalism, Marketing Communications, Strategic Communications
Education
University of Missouri-Columbia
Bachelor of Journalism, News/Editorial, Graduated Cum Laude
MicroTrain Technologies 2013 — 2014
Hoopis Financial Group August 2014 - Present
Robert Morris University 2013 - August 2014
Chicago Cubs 2003 - 2012
Chicago Cubs 1988 - 2003
Skills
Sports, Sports Management, Baseball, Professional Sports, Social Media, Public Relations, Media Relations, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat, Statistics, Information, Communication Skills, Writing Skills, QuarkXPress, Press Releases, Event Planning, Broadcast, Sports Marketing, Microsoft Office, Data Analysis, Internal Communications, Journalism, Newspapers, Analysis, Editorial, Publications, AP Style, Copy Editing, Editing, Social Networking, Sports Writing, Publicity, Sponsorship, Storytelling, Interviews, Blogging, Training, Crisis Communications, Newsletters, Social Media Marketing, Radio, Management, Corporate Communications, Proofreading, Time Management, Broadcast Journalism, Marketing Communications, Strategic Communications
Education
University of Missouri-Columbia
Bachelor of Journalism, News/Editorial, Graduated Cum Laude
MicroTrain Technologies 2013 — 2014
Sara Keiper's Hoopis Financial Group Experience February 2014 - Present
Job Operations, Compliance, Contracting, & Licensing Coordinator / Assistant to ASO at Hoopis Financial Group
Industry Financial Services
Experience
Hoopis Financial Group February 2014 - Present
Hoopis Financial Group September 2013 - February 2014
The Leukemia & Lymphoma Society July 2011 - May 2013
The Leukemia & Lymphoma Society October 2010 - July 2011
The Leukemia & Lymphoma Society March 2008 - December 2010
One North Fitness Center April 2004 - January 2009
The Body Shop April 2002 - December 2003
Skills
Event Planning, Customer Service, Editing, Marketing, Fundraising, Nonprofits, Event Management, Training, Social Networking, Public Relations, Public Speaking, Photography, Administrative..., Data Entry, Non-profits, Strategic Planning, Leadership, Travel Planning, Intuition, Writing, Organizational..., Communication Skills, Problem Solving, Outlook Express, Executive Calendar..., Logistics, Research, Itineraries, Administrative...
Education
North Park University 2007 — 2010
BGS, Organizational Management and Leadership
New School For Massage 2002 — 2003
License, Massage Therapy
Roosevelt University 2000 — 2001
Coursework, Public Relations and Media Writing
John F. Kennedy High School 1996 — 2000
High School Diploma
Hoopis Financial Group February 2014 - Present
Hoopis Financial Group September 2013 - February 2014
The Leukemia & Lymphoma Society July 2011 - May 2013
The Leukemia & Lymphoma Society October 2010 - July 2011
The Leukemia & Lymphoma Society March 2008 - December 2010
One North Fitness Center April 2004 - January 2009
The Body Shop April 2002 - December 2003
Skills
Event Planning, Customer Service, Editing, Marketing, Fundraising, Nonprofits, Event Management, Training, Social Networking, Public Relations, Public Speaking, Photography, Administrative..., Data Entry, Non-profits, Strategic Planning, Leadership, Travel Planning, Intuition, Writing, Organizational..., Communication Skills, Problem Solving, Outlook Express, Executive Calendar..., Logistics, Research, Itineraries, Administrative...
Education
North Park University 2007 — 2010
BGS, Organizational Management and Leadership
New School For Massage 2002 — 2003
License, Massage Therapy
Roosevelt University 2000 — 2001
Coursework, Public Relations and Media Writing
John F. Kennedy High School 1996 — 2000
High School Diploma
Martin Jischke's Hoopis Financial Group Experience January 2013 - Present
Job Financial Services Professional at Hoopis Financial Group a general agency of Mass Mutual
Industry Financial Services
Experience
Hoopis Financial Group January 2013 - Present
Skills
Fixed Annuities, Retirement Planning, Life Insurance, 401k, Finance, Retirement, Disability Insurance, Employee Benefits, Financial Planners, Financial Services, Series 7, Mutual Funds, Long Term Care Insurance, Estate Planning, Wealth Management, Investments, Long-term Care, Insurance, Whole Life, Strategic Financial...
Education
University of Colorado at Boulder 1998 — 2003
Bachelor of Arts (B.A.), Communications
Lake Forest High School
Hoopis Financial Group January 2013 - Present
Skills
Fixed Annuities, Retirement Planning, Life Insurance, 401k, Finance, Retirement, Disability Insurance, Employee Benefits, Financial Planners, Financial Services, Series 7, Mutual Funds, Long Term Care Insurance, Estate Planning, Wealth Management, Investments, Long-term Care, Insurance, Whole Life, Strategic Financial...
Education
University of Colorado at Boulder 1998 — 2003
Bachelor of Arts (B.A.), Communications
Lake Forest High School