Huber Financial
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Huber Financial Employees
Employee
Years
Job
Industry
Adam Lagerhausen Adam Lagerhausen's Huber Financial Experience May 2011 - August 2011
Job Digital Marketing Specialist at ARC Document Solutions
Industry Marketing and Advertising
Experience
ARC Document Solutions June 2013 - Present
The Grossman Group February 2013 - May 2013
Aircraft Deicing Inc. November 2009 - April 2013
Freelance Marketing Professional November 2012 - February 2013
Infogix May 2012 - October 2012
Marketing Honors Society May 2011 - May 2012
NIU Residence Hall Association May 2010 - May 2012
Huber Financial May 2011 - August 2011
Northern Illinois University May 2010 - January 2011
Exceed Flooring April 2007 - 2010
Skills
Marketing, Sales, Marketing Strategy, Social Media, Advertising, Leadership, Social Networking, Market Research, Graphic Design, Public Relations, Event Planning, Salesforce.com, PowerPoint, Research, New Business Development, Web Design, Sales Management, Time Management, Management, Marketing Research, Microsoft Office, Facebook, Lead Generation, Social Media Marketing, Marketing Communications, Cold Calling, B2B, Event Management, Editing, Public Speaking, SPSS, Account Management, Team Leadership, Digital Marketing, Investments, Customer Service, Outlook, Email Marketing, Microsoft Excel, SQL
Education
Northern Illinois University - College of Business 2008 — 2012
Bachelor of Science (B.S.), Marketing, 3.9 GPA
ARC Document Solutions June 2013 - Present
The Grossman Group February 2013 - May 2013
Aircraft Deicing Inc. November 2009 - April 2013
Freelance Marketing Professional November 2012 - February 2013
Infogix May 2012 - October 2012
Marketing Honors Society May 2011 - May 2012
NIU Residence Hall Association May 2010 - May 2012
Huber Financial May 2011 - August 2011
Northern Illinois University May 2010 - January 2011
Exceed Flooring April 2007 - 2010
Skills
Marketing, Sales, Marketing Strategy, Social Media, Advertising, Leadership, Social Networking, Market Research, Graphic Design, Public Relations, Event Planning, Salesforce.com, PowerPoint, Research, New Business Development, Web Design, Sales Management, Time Management, Management, Marketing Research, Microsoft Office, Facebook, Lead Generation, Social Media Marketing, Marketing Communications, Cold Calling, B2B, Event Management, Editing, Public Speaking, SPSS, Account Management, Team Leadership, Digital Marketing, Investments, Customer Service, Outlook, Email Marketing, Microsoft Excel, SQL
Education
Northern Illinois University - College of Business 2008 — 2012
Bachelor of Science (B.S.), Marketing, 3.9 GPA
Ethan M Kaplan Ethan M Kaplan's Huber Financial Experience October 2012 - June 2013
Job Graphic Designer at Interlake Mecalux Warehouse Solutions
Industry Graphic Design
Experience
Interlake Mecalux Warehouse Solutions January 2014 - Present
Ethan M Kaplan Images August 2012 - Present
Appoet August 2013 - February 2015
What's Happening? December 2013 - January 2014
The San Jose Group June 2013 - September 2013
Irish Dairy Board May 2013 - August 2013
Huber Financial October 2012 - June 2013
Photo Solutions April 2012 - July 2012
IUSTV August 2011 - May 2012
Luxor Furniture August 2009 - May 2010
Skills
Graphic Design, QuarkXPress, Logo Design, Photoshop, InDesign, Digital Photography, Facebook, Social Media Marketing, Spanish, Adobe Software, Layout, Editing, Storyboarding, Press Releases, Typography, Brochures, Microsoft Office, Apple OS, Windows, Social Media, Twitter, Creativity, Web Design, User Interface Design, Microsoft Excel, Microsoft Word, PowerPoint, PowerPoint development, Illustrator, Photoshop Elements, Copywriting, Prezi
Education
Indiana University Bloomington 2007 — 2012
Bachelor of Arts (B.A.), Graphic Design
Deerfield High School 2003 — 2007
Interlake Mecalux Warehouse Solutions January 2014 - Present
Ethan M Kaplan Images August 2012 - Present
Appoet August 2013 - February 2015
What's Happening? December 2013 - January 2014
The San Jose Group June 2013 - September 2013
Irish Dairy Board May 2013 - August 2013
Huber Financial October 2012 - June 2013
Photo Solutions April 2012 - July 2012
IUSTV August 2011 - May 2012
Luxor Furniture August 2009 - May 2010
Skills
Graphic Design, QuarkXPress, Logo Design, Photoshop, InDesign, Digital Photography, Facebook, Social Media Marketing, Spanish, Adobe Software, Layout, Editing, Storyboarding, Press Releases, Typography, Brochures, Microsoft Office, Apple OS, Windows, Social Media, Twitter, Creativity, Web Design, User Interface Design, Microsoft Excel, Microsoft Word, PowerPoint, PowerPoint development, Illustrator, Photoshop Elements, Copywriting, Prezi
Education
Indiana University Bloomington 2007 — 2012
Bachelor of Arts (B.A.), Graphic Design
Deerfield High School 2003 — 2007
Phil Huber, CFA, CFP®'s Huber Financial Experience June 2008 - May 2015
Job Chief Investment Officer at Huber Financial Advisors, LLC
Industry Investment Management
Experience
Huber Financial Advisors, LLC May 2015 - Present
Huber Financial June 2008 - May 2015
Managers Investment Group June 2007 - June 2008
Skills
Asset Allocation
Education
Indiana University Bloomington 2003 — 2007
BS, Finance
Huber Financial Advisors, LLC May 2015 - Present
Huber Financial June 2008 - May 2015
Managers Investment Group June 2007 - June 2008
Skills
Asset Allocation
Education
Indiana University Bloomington 2003 — 2007
BS, Finance
Kim Spence Drake, CFA, MBA's Huber Financial Experience August 2011 - Present
Job Financial Advisor; Director of Client Services
Industry Financial Services
Experience
Huber Financial August 2011 - Present
Skills
Financial Services, Investments
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
Huber Financial August 2011 - Present
Skills
Financial Services, Investments
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
Adam Zurawski's Huber Financial Experience May 2012 - August 2012
Job Staff Auditor at Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP September 2014 - Present
Caribbean LED Lighting Inc. March 2014 - April 2014
Crowe Horwath LLP June 2013 - August 2013
Huber Financial May 2012 - August 2012
Skills
Auditing, Financial Analysis, Financial Reporting, Strategic Planning, Customer Service, PowerPoint, Accounting, Tax, Microsoft Excel, Financial Accounting, US GAAP, General Ledger, GAAP, Financial Statements, Financial Modeling
Education
Indiana University Bloomington 2012 — 2014
Master of Business Administration (MBA), Financial Analysis
Indiana University Bloomington 2009 — 2012
Bachelor of Science in Business, Accounting
Crowe Horwath LLP September 2014 - Present
Caribbean LED Lighting Inc. March 2014 - April 2014
Crowe Horwath LLP June 2013 - August 2013
Huber Financial May 2012 - August 2012
Skills
Auditing, Financial Analysis, Financial Reporting, Strategic Planning, Customer Service, PowerPoint, Accounting, Tax, Microsoft Excel, Financial Accounting, US GAAP, General Ledger, GAAP, Financial Statements, Financial Modeling
Education
Indiana University Bloomington 2012 — 2014
Master of Business Administration (MBA), Financial Analysis
Indiana University Bloomington 2009 — 2012
Bachelor of Science in Business, Accounting
Terry Lagerhausen Terry Lagerhausen's Huber Financial Experience November 2003 - Present
Job Director of Technology and Operations Huber Financial Advisors, LLC an SEC Registered Investment Advisory Firm
Industry Financial Services
Experience
Huber Financial November 2003 - Present
Computer Management, Inc. November 1990 - November 2003
Skills
Portfolio Management, Investments, Financial Services, Business Continuity, Risk Management, Asset Allocation, Strategic Financial..., Wealth Management
Education
Northern Illinois University - College of Business 1980 — 1984
Bachelor of Science (BS), Finance and Computer Science
Woodstock High school 1974 — 1978
Huber Financial November 2003 - Present
Computer Management, Inc. November 1990 - November 2003
Skills
Portfolio Management, Investments, Financial Services, Business Continuity, Risk Management, Asset Allocation, Strategic Financial..., Wealth Management
Education
Northern Illinois University - College of Business 1980 — 1984
Bachelor of Science (BS), Finance and Computer Science
Woodstock High school 1974 — 1978
Edward Cruickshank, CFP®'s Huber Financial Experience August 2004 - Present
Job Wealth Manager Huber Financial Advisors, LLC An SEC Registered Investment Advisory Firm
Industry Financial Services
Experience
Huber Financial August 2004 - Present
Fox Run Golf Club December 1994 - March 2004
Skills
Wealth Management, Retirement Planning, Investments, Investment Advisory, Uniform Combined State..., Strategic Financial..., Retirement, Asset Management, Asset Allocation, Alternative Investments, Mutual Funds, Investment Management, Separately Managed..., 401k, Portfolio Management, Insurance, Estate Planning, Financial Planning, Investment Strategies, High Net Worth..., Wealth Management..., Wealth, Series 63, Finance, Series 7, ETFs, Financial Advisory, Securities, Bonds, Series 65, Fixed Income, Personal Financial..., Emerging Markets, Long-term Care, IRAs, Equities, IRA's, Long Term Care, Writing, Marketing Strategy, New Business Development, Financial Markets, Wealth Preservation..., Relationship Management, Life Insurance
Education
Northwestern University 2008 — 2009
Certified Financial Planner - School of Continuing Studies
The University of Kansas 1985 — 1989
B.A. Political Science, International Relations
University City High School 1981 — 1984
Huber Financial August 2004 - Present
Fox Run Golf Club December 1994 - March 2004
Skills
Wealth Management, Retirement Planning, Investments, Investment Advisory, Uniform Combined State..., Strategic Financial..., Retirement, Asset Management, Asset Allocation, Alternative Investments, Mutual Funds, Investment Management, Separately Managed..., 401k, Portfolio Management, Insurance, Estate Planning, Financial Planning, Investment Strategies, High Net Worth..., Wealth Management..., Wealth, Series 63, Finance, Series 7, ETFs, Financial Advisory, Securities, Bonds, Series 65, Fixed Income, Personal Financial..., Emerging Markets, Long-term Care, IRAs, Equities, IRA's, Long Term Care, Writing, Marketing Strategy, New Business Development, Financial Markets, Wealth Preservation..., Relationship Management, Life Insurance
Education
Northwestern University 2008 — 2009
Certified Financial Planner - School of Continuing Studies
The University of Kansas 1985 — 1989
B.A. Political Science, International Relations
University City High School 1981 — 1984
John M. Tiedmann Jr.'s Huber Financial Experience May 2010 - July 2010
Job Investment Banking Analyst at Brown Gibbons Lang & Company
Industry Financial Services
Experience
Cross Keys Capital, LLC January 2013 - November 2013
Tower Hill Trading August 2012 - January 2013
MF Global June 2011 - August 2011
Indiana University Student Foundation August 2010 - May 2011
Huber Financial May 2010 - July 2010
Royal Melbourne Country Club March 2002 - June 2010
Indiana University Bloomington August 2009 - December 2009
Skills
Trading, Options, Financial Modeling, Investment Banking, Valuation, Equities, Microsoft Office, Due Diligence, Microsoft Excel, Financial Analysis, Mergers & Acquisitions, Business Development, Capital IQ, Business Analysis, Financial Markets, Economics, Leadership Development, Salesforce.com, Bloomberg Terminal, Capital Raising, Finance, Securities, Alternative Investments, Bloomberg, Investments, Analysis, Mutual Funds, Corporate Finance, Leadership, Entrepreneurship, Business Valuation, Wealth Management
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science in Business, Majors: Finance & Technology Management
Cross Keys Capital, LLC January 2013 - November 2013
Tower Hill Trading August 2012 - January 2013
MF Global June 2011 - August 2011
Indiana University Student Foundation August 2010 - May 2011
Huber Financial May 2010 - July 2010
Royal Melbourne Country Club March 2002 - June 2010
Indiana University Bloomington August 2009 - December 2009
Skills
Trading, Options, Financial Modeling, Investment Banking, Valuation, Equities, Microsoft Office, Due Diligence, Microsoft Excel, Financial Analysis, Mergers & Acquisitions, Business Development, Capital IQ, Business Analysis, Financial Markets, Economics, Leadership Development, Salesforce.com, Bloomberg Terminal, Capital Raising, Finance, Securities, Alternative Investments, Bloomberg, Investments, Analysis, Mutual Funds, Corporate Finance, Leadership, Entrepreneurship, Business Valuation, Wealth Management
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science in Business, Majors: Finance & Technology Management
Jack Huber Jack Huber's Huber Financial Experience May 2012 - August 2012
Job Restaurant Consultant at Restaurant Ventures 360
Industry Food & Beverages
Experience
Restaurant Ventures 360 January 2015 - Present
Salsa 17 Grill June 2014 - Present
Huber Financial May 2012 - August 2012
Merle's BBQ May 2011 - August 2011
Pete Miller's Seafood and Prime Steak March 2008 - January 2010
Skills
Wealth Management, CRM, Equities, Financial Services, Investments, Portfolio Management, Social Networking, Financial Modeling, Mutual Funds, PowerPoint, Teamwork, Leadership, Customer Service, Strategic Financial..., Marketing, Series 63, Social Media, Investment Advisory, Public Speaking, Asset Management, Microsoft Excel, Microsoft Word, Microsoft Office, Management
Education
University at Albany, SUNY 2010 — 2014
Bachelor of Science (B.S.), Economics
Restaurant Ventures 360 January 2015 - Present
Salsa 17 Grill June 2014 - Present
Huber Financial May 2012 - August 2012
Merle's BBQ May 2011 - August 2011
Pete Miller's Seafood and Prime Steak March 2008 - January 2010
Skills
Wealth Management, CRM, Equities, Financial Services, Investments, Portfolio Management, Social Networking, Financial Modeling, Mutual Funds, PowerPoint, Teamwork, Leadership, Customer Service, Strategic Financial..., Marketing, Series 63, Social Media, Investment Advisory, Public Speaking, Asset Management, Microsoft Excel, Microsoft Word, Microsoft Office, Management
Education
University at Albany, SUNY 2010 — 2014
Bachelor of Science (B.S.), Economics
Carla Rath's Huber Financial Experience September 1997 - Present
Job Event Planning Director Huber Financial Advisors
Industry Financial Services
Experience
Huber Financial September 1997 - Present
Skills
Event Planning, Management, Marketing, Sales, Customer Service, Leadership, Microsoft Excel, Budgets
Education
Rosary College - River Forest 1984 — 1985
Bachelor of Business Administration (BBA), Business Administration
Loyola University Chicago 1980 — 1983
Registered Nursing/Registered Nurse
Huber Financial September 1997 - Present
Skills
Event Planning, Management, Marketing, Sales, Customer Service, Leadership, Microsoft Excel, Budgets
Education
Rosary College - River Forest 1984 — 1985
Bachelor of Business Administration (BBA), Business Administration
Loyola University Chicago 1980 — 1983
Registered Nursing/Registered Nurse