JR Katz
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JR Katz Employees
Employee
Years
Job
Industry
Lynn (Idstein) Gale Lynn (Idstein) Gale's JR Katz Experience June 1989 - May 1992
Job Senior Account Manager at /alert
Industry Pharmaceuticals
Experience
/alert December 1997 - Present
GenDerm May 1992 - December 1997
JR Katz June 1989 - May 1992
Skills
Pharmaceutical Industry, Pharmaceutics, Direct Mail, Multi-channel Marketing, Competitive Analysis, Marketing Management, Marketing Research, Sales Operations, Market Research, Marketing Strategy, B2B, Product Marketing, Direct Marketing, Marketing Communications, Account Management, Product Launch, Integrated Marketing, Digital Marketing, Advertising, Market Planning, Marketing, Email Marketing, Online Advertising, Interactive Marketing, Strategic Communications
Education
Keller Graduate School of Management of DeVry University 1995 — 1998
MBA, Marketing
Eastern Illinois University 1988 — 1989
BS, Marketing
Buffalo Grove High School 1982 — 1985
/alert December 1997 - Present
GenDerm May 1992 - December 1997
JR Katz June 1989 - May 1992
Skills
Pharmaceutical Industry, Pharmaceutics, Direct Mail, Multi-channel Marketing, Competitive Analysis, Marketing Management, Marketing Research, Sales Operations, Market Research, Marketing Strategy, B2B, Product Marketing, Direct Marketing, Marketing Communications, Account Management, Product Launch, Integrated Marketing, Digital Marketing, Advertising, Market Planning, Marketing, Email Marketing, Online Advertising, Interactive Marketing, Strategic Communications
Education
Keller Graduate School of Management of DeVry University 1995 — 1998
MBA, Marketing
Eastern Illinois University 1988 — 1989
BS, Marketing
Buffalo Grove High School 1982 — 1985
Elissa Newman Elissa Newman's JR Katz Experience November 1995 - January 2013
Job Director, Life Insurance Services at 1961 Advisors
Industry Insurance
Experience
Schmidt Financial Group February 2013 - Present
1961 Advisors January 2014 - Present
JR Katz November 1995 - January 2013
Skills
Insurance, Life Insurance, Underwriting, Reinsurance, Wealth, Estate Planning, Series 6, Series 63, Series 26, Fixed Annuities, FINRA, Long-term Care, Disability Insurance, High Net Worth..., Retirement, Securities, Employee Benefits, Financial Services, Health Insurance, Variable Annuities, Critical Illness, Universal Life, Series 7, Long Term Care Insurance, Brokers, Financial Risk, Whole Life, Retirement Planning, Term Life Insurance, IRAs, Financial Planners, Permanent Life Insurance, Accident, Financial Planning
Education
University of Illinois at Chicago 1985 — 1986
Bachelor's Degree
Loyola University of Chicago 1983 — 1985
Schmidt Financial Group February 2013 - Present
1961 Advisors January 2014 - Present
JR Katz November 1995 - January 2013
Skills
Insurance, Life Insurance, Underwriting, Reinsurance, Wealth, Estate Planning, Series 6, Series 63, Series 26, Fixed Annuities, FINRA, Long-term Care, Disability Insurance, High Net Worth..., Retirement, Securities, Employee Benefits, Financial Services, Health Insurance, Variable Annuities, Critical Illness, Universal Life, Series 7, Long Term Care Insurance, Brokers, Financial Risk, Whole Life, Retirement Planning, Term Life Insurance, IRAs, Financial Planners, Permanent Life Insurance, Accident, Financial Planning
Education
University of Illinois at Chicago 1985 — 1986
Bachelor's Degree
Loyola University of Chicago 1983 — 1985
Amy Runaas Amy Runaas's JR Katz Experience September 1999 - February 2002
Job Financial Services Professional
Industry Financial Services
Experience
COUNTRY Financial® March 2015 - Present
Mesirow Financial February 2002 - June 2007
JR Katz September 1999 - February 2002
Skills
Disability Insurance, Insurance, Investments, Securities, Retirement Planning, Life Insurance, Wealth Management, Portfolio Management, Microsoft Excel, Health Insurance
Education
Eastern Illinois University 1995 — 1999
Bachelor of Science (BS), Kinesiology and Exercise Science
COUNTRY Financial® March 2015 - Present
Mesirow Financial February 2002 - June 2007
JR Katz September 1999 - February 2002
Skills
Disability Insurance, Insurance, Investments, Securities, Retirement Planning, Life Insurance, Wealth Management, Portfolio Management, Microsoft Excel, Health Insurance
Education
Eastern Illinois University 1995 — 1999
Bachelor of Science (BS), Kinesiology and Exercise Science
Frank Hirsch Frank Hirsch's JR Katz Experience August 2012 - Present
Job Strategic Insurance Advisor at JR KATZ
Industry Financial Services
Experience
JR KATZ August 2012 - Present
Exodus Trading November 2011 - August 2012
PEAK6 Investments LP May 2010 - September 2011
Exodus Trading January 2006 - April 2010
STR Trading Group January 1997 - January 2001
Swanson, Martin & Bell January 1994 - January 1996
Skills
Market Making, Volatility Arbitrage, Volatility, Options, Electronic Trading, Arbitrage, Trading Systems, Trading Strategies, Trading, Equity Derivatives, Derivatives, Equities, Equity Trading, Hedging, ETFs, Traders, Options Strategies, Financial Markets, Securities, Financial Risk, Fixed Income, Currency, Technical Analysis, Alternative Investments, Equity Research, Insurance, Employee Benefits, Risk Management, Investments, Commodity, Strategy, Portfolio Management, Investment Management, Investment Strategies, Asset Allocation, Wealth Management, Asset Management
Education
University of Illinois College of Law 1991 — 1994
Doctor of Law (JD)
University of Michigan 1989 — 1991
Bachelor of Arts (B.A.), History
The Latin School of Chicago 1973 — 1987
Colgate University
JR KATZ August 2012 - Present
Exodus Trading November 2011 - August 2012
PEAK6 Investments LP May 2010 - September 2011
Exodus Trading January 2006 - April 2010
STR Trading Group January 1997 - January 2001
Swanson, Martin & Bell January 1994 - January 1996
Skills
Market Making, Volatility Arbitrage, Volatility, Options, Electronic Trading, Arbitrage, Trading Systems, Trading Strategies, Trading, Equity Derivatives, Derivatives, Equities, Equity Trading, Hedging, ETFs, Traders, Options Strategies, Financial Markets, Securities, Financial Risk, Fixed Income, Currency, Technical Analysis, Alternative Investments, Equity Research, Insurance, Employee Benefits, Risk Management, Investments, Commodity, Strategy, Portfolio Management, Investment Management, Investment Strategies, Asset Allocation, Wealth Management, Asset Management
Education
University of Illinois College of Law 1991 — 1994
Doctor of Law (JD)
University of Michigan 1989 — 1991
Bachelor of Arts (B.A.), History
The Latin School of Chicago 1973 — 1987
Colgate University
Saul E. Skrocki Saul E. Skrocki's JR Katz Experience February 2008 - February 2011
Job Director of Group Benefits
Industry Insurance
Experience
Fleischer Jacobs Group January 2011 - Present
JR Katz February 2008 - February 2011
Equity LifeStyle Properties, Inc. February 2007 - February 2008
NorthShore University HealthSystem July 2002 - February 2007
Hewitt Associates May 2000 - July 2002
Skills
Disability Insurance, Employee Benefits, Deferred Compensation, HR Consulting, Life Insurance, Insurance, Health Insurance, Workers Compensation, COBRA, Open Enrollment, FMLA, Long-term Care
Education
Saint Xavier University 2005 — 2008
Masters of Business Administration, Management
The University of Kansas 1991 — 1996
Bachelor of Liberal Arts and Science, Anthropology, Psychology
Evanston Township High School 1987 — 1991
Fleischer Jacobs Group January 2011 - Present
JR Katz February 2008 - February 2011
Equity LifeStyle Properties, Inc. February 2007 - February 2008
NorthShore University HealthSystem July 2002 - February 2007
Hewitt Associates May 2000 - July 2002
Skills
Disability Insurance, Employee Benefits, Deferred Compensation, HR Consulting, Life Insurance, Insurance, Health Insurance, Workers Compensation, COBRA, Open Enrollment, FMLA, Long-term Care
Education
Saint Xavier University 2005 — 2008
Masters of Business Administration, Management
The University of Kansas 1991 — 1996
Bachelor of Liberal Arts and Science, Anthropology, Psychology
Evanston Township High School 1987 — 1991
Patrick Edwards Patrick Edwards's JR Katz Experience 2007 - December 2013
Job Regional Specialist at TIME Financial
Industry Financial Services
Experience
TIME Financial January 2014 - Present
JR Katz 2007 - December 2013
JPMorgan 1997 - 2007
Skills
Estate Planning, Insurance, Private Equity, Life Insurance, Mergers & Acquisitions, Employee Benefits, Small Business, Investments, Financial Advisory, Portfolio Management, Wealth, Mutual Funds
Education
DePaul University College of Law 1977 — 1980
JD, Law
Kenyon College 1973 — 1977
Bachelor of Arts (BA)
lake forest high school
TIME Financial January 2014 - Present
JR Katz 2007 - December 2013
JPMorgan 1997 - 2007
Skills
Estate Planning, Insurance, Private Equity, Life Insurance, Mergers & Acquisitions, Employee Benefits, Small Business, Investments, Financial Advisory, Portfolio Management, Wealth, Mutual Funds
Education
DePaul University College of Law 1977 — 1980
JD, Law
Kenyon College 1973 — 1977
Bachelor of Arts (BA)
lake forest high school
David Topel's JR Katz Experience May 2011 - August 2011
Job Operations Associate at SMS Assist, L.L.C.
Industry Marketing and Advertising
Experience
SMS Assist, L.L.C. April 2015 - Present
Curate App April 2014 - April 2015
ASGK Public Strategies May 2013 - August 2013
CNA Insurance May 2012 - August 2012
Waveland Investments March 2012 - May 2012
JR Katz May 2011 - August 2011
ACTIVITIES INDIANA UNIVERSITY DANCE MARATHON January 2009 - January 2011
CAMP HORSESHOE FOR BOYS January 2008 - January 2010
Skills
Analytic Thinking, Microsoft Office, Microsoft Excel, PowerPoint, Critical Thinking, Financial Modeling, Facebook, Access, Oral & Written..., Survey Research, Market Research, Social Media, Social Media Marketing, Marketing, Social Networking
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (BS), Business- Marketing
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science, Business; Marketing
Hutton Honors College PEKING UNIVERSITY, GUANGHUA SCHOOL OF MANAGEMENT
SMS Assist, L.L.C. April 2015 - Present
Curate App April 2014 - April 2015
ASGK Public Strategies May 2013 - August 2013
CNA Insurance May 2012 - August 2012
Waveland Investments March 2012 - May 2012
JR Katz May 2011 - August 2011
ACTIVITIES INDIANA UNIVERSITY DANCE MARATHON January 2009 - January 2011
CAMP HORSESHOE FOR BOYS January 2008 - January 2010
Skills
Analytic Thinking, Microsoft Office, Microsoft Excel, PowerPoint, Critical Thinking, Financial Modeling, Facebook, Access, Oral & Written..., Survey Research, Market Research, Social Media, Social Media Marketing, Marketing, Social Networking
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (BS), Business- Marketing
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science, Business; Marketing
Hutton Honors College PEKING UNIVERSITY, GUANGHUA SCHOOL OF MANAGEMENT
Jordon R. Katz Jordon R. Katz's JR Katz Experience October 1976 - Present
Job President at JR KATZ
Industry Insurance
Experience
JR KATZ October 1976 - Present
Skills
Entrepreneurship, Risk Management, Strategy, Program Management, Strategic Planning, Portfolio Management, Finance, Investments
Education
University of Illinois at Urbana-Champaign 1969 — 1973
Bachelor of Science (B.S.), Finance, General
JR KATZ October 1976 - Present
Skills
Entrepreneurship, Risk Management, Strategy, Program Management, Strategic Planning, Portfolio Management, Finance, Investments
Education
University of Illinois at Urbana-Champaign 1969 — 1973
Bachelor of Science (B.S.), Finance, General
Shannon Parnes Shannon Parnes's JR Katz Experience March 2000 - August 2006
Job Senior Administrative Assistant at RustOleum Corporation
Industry Wine and Spirits
Experience
Rust-Oleum Corporation May 2015 - Present
Aon Hewitt July 2013 - May 2015
Beam Suntory April 2008 - July 2013
The Lanny Levin Agency August 2006 - April 2008
Lanny Levin Agency August 2006 - April 2008
JR Katz March 2000 - August 2006
Skills
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft SharePoint, Microsoft PowerPoint, Microsoft OneNote, Microsoft InfoPath, Training, Travel Planning, Meeting Planning, Meeting Deadlines, Meeting Management, Organizing Meetings, Internet, Inventory Management, Problem Solving, Teamwork, Employee Relations, Office Management, Concur, Spreadsheets, SAP, Typing, Program Management, Underwriting, Expense Reporting, Notary Public, Calendar Maintenance, Mentoring, Written & Oral..., Proofreading, Outlook, Project Management, Team Building, Coaching, Leadership Development
Education
McHenry County College 2012 — 2014
Associate of Science (A.S.)
Columbia College 2014 — 2016
Bachelor of Science (B.S.)
Rust-Oleum Corporation May 2015 - Present
Aon Hewitt July 2013 - May 2015
Beam Suntory April 2008 - July 2013
The Lanny Levin Agency August 2006 - April 2008
Lanny Levin Agency August 2006 - April 2008
JR Katz March 2000 - August 2006
Skills
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft SharePoint, Microsoft PowerPoint, Microsoft OneNote, Microsoft InfoPath, Training, Travel Planning, Meeting Planning, Meeting Deadlines, Meeting Management, Organizing Meetings, Internet, Inventory Management, Problem Solving, Teamwork, Employee Relations, Office Management, Concur, Spreadsheets, SAP, Typing, Program Management, Underwriting, Expense Reporting, Notary Public, Calendar Maintenance, Mentoring, Written & Oral..., Proofreading, Outlook, Project Management, Team Building, Coaching, Leadership Development
Education
McHenry County College 2012 — 2014
Associate of Science (A.S.)
Columbia College 2014 — 2016
Bachelor of Science (B.S.)
Sarah Heidenescher's JR Katz Experience 2004 - 2007
Job Vice President at The Plexus Groupe
Industry Insurance
Experience
The Plexus Groupe September 2012 - Present
Assurance Agency February 2009 - September 2012
Equity Risk Partners November 2007 - February 2009
JR Katz 2004 - 2007
Skills
Health Insurance, Employee Benefits, Disability Insurance, Life Insurance, Managed Care, Strategic Planning, Public Speaking
Education
University of Michigan 1998 — 2002
BA, Political Science and History
The Plexus Groupe September 2012 - Present
Assurance Agency February 2009 - September 2012
Equity Risk Partners November 2007 - February 2009
JR Katz 2004 - 2007
Skills
Health Insurance, Employee Benefits, Disability Insurance, Life Insurance, Managed Care, Strategic Planning, Public Speaking
Education
University of Michigan 1998 — 2002
BA, Political Science and History
Denise Neufeldt Denise Neufeldt's JR Katz Experience November 2007 - October 2008
Job Life Unnderwriter at Ibu Inc
Industry Insurance
Experience
Ibu Inc May 2014 - Present
Market America, Inc. December 2010 - Present
The Computer Merchant July 2014 - July 2015
CSC November 2012 - March 2014
American Income Life July 2012 - September 2012
Stone River Inc January 2009 - October 2011
EMSI May 2006 - December 2009
JR Katz November 2007 - October 2008
Perot Systems April 2003 - October 2007
Transamerica Worksite Marketing July 2000 - October 2002
Skills
Insurance, Underwriting, Budgeting, Requirements Analysis, Vendor Relations, Staff Training, Change Management, Organizational Change, Workflow Analysis, Web Development, Software Training, Leadership Development, Web Services, Ownership, Social Media Marketing, Public Speaking, Management, Microsoft Excel, Visio, Online Advertising, Strategic Planning, New Business Development, Claim, Analysis, Hands-on Training, Budgets, Sales, Operations Management, Training, Coaching, Life Insurance, User Acceptance Testing, Business Development, Marketing, Health Insurance, Customer Service, Recruiting, Project Management, Leadership, Sales Management, Risk Management, Team Building, Team Leadership, Software Documentation, Microsoft Office, Business Process, Start-ups, Project Planning, Requirements Gathering, Process Improvement
Education
Lake Forest Graduate School of Management 1982 — 1985
MBA, Business
National Louis University 1980 — 1981
BA, Applied Behavior Science
Lake Zurich HS
College Preparation
Ibu Inc May 2014 - Present
Market America, Inc. December 2010 - Present
The Computer Merchant July 2014 - July 2015
CSC November 2012 - March 2014
American Income Life July 2012 - September 2012
Stone River Inc January 2009 - October 2011
EMSI May 2006 - December 2009
JR Katz November 2007 - October 2008
Perot Systems April 2003 - October 2007
Transamerica Worksite Marketing July 2000 - October 2002
Skills
Insurance, Underwriting, Budgeting, Requirements Analysis, Vendor Relations, Staff Training, Change Management, Organizational Change, Workflow Analysis, Web Development, Software Training, Leadership Development, Web Services, Ownership, Social Media Marketing, Public Speaking, Management, Microsoft Excel, Visio, Online Advertising, Strategic Planning, New Business Development, Claim, Analysis, Hands-on Training, Budgets, Sales, Operations Management, Training, Coaching, Life Insurance, User Acceptance Testing, Business Development, Marketing, Health Insurance, Customer Service, Recruiting, Project Management, Leadership, Sales Management, Risk Management, Team Building, Team Leadership, Software Documentation, Microsoft Office, Business Process, Start-ups, Project Planning, Requirements Gathering, Process Improvement
Education
Lake Forest Graduate School of Management 1982 — 1985
MBA, Business
National Louis University 1980 — 1981
BA, Applied Behavior Science
Lake Zurich HS
College Preparation
Josie Charlton's JR Katz Experience October 2006 - February 2010
Job Client Services at Ebix
Industry Computer Software
Experience
Ebix February 2015 - Present
Financial Productivity Group February 2010 - February 2015
JR Katz October 2006 - February 2010
AccuQuote June 2005 - July 2006
Skills
Insurance, Life Insurance, Employee Benefits, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Access, Disability Insurance, Employee Relations, Term Life Insurance, Microsoft Word, Estate Planning, Social Media, Program Management, Underwriting, Property & Casualty..., Fixed Annuities, Brokers, CRM, Benefits Administration, Health Insurance, Financial Services, 401k
Education
Eastern Illinois University 2001 — 2005
Bachelors, Sociology/Psychology
Ebix February 2015 - Present
Financial Productivity Group February 2010 - February 2015
JR Katz October 2006 - February 2010
AccuQuote June 2005 - July 2006
Skills
Insurance, Life Insurance, Employee Benefits, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Access, Disability Insurance, Employee Relations, Term Life Insurance, Microsoft Word, Estate Planning, Social Media, Program Management, Underwriting, Property & Casualty..., Fixed Annuities, Brokers, CRM, Benefits Administration, Health Insurance, Financial Services, 401k
Education
Eastern Illinois University 2001 — 2005
Bachelors, Sociology/Psychology
Carol Price, LCSW Carol Price, LCSW's JR Katz Experience January 2009 - March 2010
Job Integrated Wellness for Individuals, Families and Organizations
Industry Mental Health Care
Experience
Carol L. Price, LCSW April 2010 - Present
JR Katz January 2009 - March 2010
Jewish Child and Family Services September 2006 - June 2008
Family Service of Oak Park & River Forest September 2005 - May 2006
North Shore Senior Center September 2004 - May 2005
Aetna December 1999 - May 2005
Epstein Becker & Green, P.C. August 1994 - July 1999
Skills
Psychotherapy, Mental Health, Family Therapy, Social Services, Training, CBT, Counseling Psychology, Program Management, Employee Benefits, Healthcare, Strategy, Management, Clinical Research, Therapists, Wellness
Education
Loyola University Chicago 2003 — 2006
MSW, Clinical Social Work
Wayne State University 1988 — 1992
BA, Psychology
Carol L. Price, LCSW April 2010 - Present
JR Katz January 2009 - March 2010
Jewish Child and Family Services September 2006 - June 2008
Family Service of Oak Park & River Forest September 2005 - May 2006
North Shore Senior Center September 2004 - May 2005
Aetna December 1999 - May 2005
Epstein Becker & Green, P.C. August 1994 - July 1999
Skills
Psychotherapy, Mental Health, Family Therapy, Social Services, Training, CBT, Counseling Psychology, Program Management, Employee Benefits, Healthcare, Strategy, Management, Clinical Research, Therapists, Wellness
Education
Loyola University Chicago 2003 — 2006
MSW, Clinical Social Work
Wayne State University 1988 — 1992
BA, Psychology
Garry Denk's JR Katz Experience July 2007 - June 2010
Job Senior Client Manager at Davis Vision
Industry Health, Wellness and Fitness
Experience
Davis Vision October 2013 - Present
Independent Employee Benefits Consultant August 2013 - October 2013
Lockton Companies August 2012 - July 2013
Aon Hewitt June 2010 - September 2012
JR Katz July 2007 - June 2010
Gallagher Benefit Services June 2006 - July 2007
CVS Caremark Corporation February 2004 - June 2006
Hewitt Associates August 1999 - February 2004
USA Gymnastics 1990 - 1999
Skills
Training, Insurance, Vendor Management, Employee Benefits, Budgets, Strategic Planning, Carrier Relationship..., Employee Wellness..., Disability Insurance, Teamwork, Team-oriented, Team Building, Healthcare Consulting, Benefits Negotiation, Plan Review, Customer Service, Benefits Administration, Program Management
Education
University of Iowa 1990 — 1994
Bachelor of Science, Health Promotion
Glenbrook North High School 1987 — 1990
Davis Vision October 2013 - Present
Independent Employee Benefits Consultant August 2013 - October 2013
Lockton Companies August 2012 - July 2013
Aon Hewitt June 2010 - September 2012
JR Katz July 2007 - June 2010
Gallagher Benefit Services June 2006 - July 2007
CVS Caremark Corporation February 2004 - June 2006
Hewitt Associates August 1999 - February 2004
USA Gymnastics 1990 - 1999
Skills
Training, Insurance, Vendor Management, Employee Benefits, Budgets, Strategic Planning, Carrier Relationship..., Employee Wellness..., Disability Insurance, Teamwork, Team-oriented, Team Building, Healthcare Consulting, Benefits Negotiation, Plan Review, Customer Service, Benefits Administration, Program Management
Education
University of Iowa 1990 — 1994
Bachelor of Science, Health Promotion
Glenbrook North High School 1987 — 1990
Iris Katsnelson's JR Katz Experience February 1989 - March 2008
Job Employee Benefits Consultant
Industry Insurance
Experience
Allied Benefit Systems January 2011 - Present
Iris S Katsnelson March 2008 - Present
JR Katz February 1989 - March 2008
Skills
Health Insurance, Employee Benefits
Education
American College
Registered Health Underwriter
DePaul University
Finance
Allied Benefit Systems January 2011 - Present
Iris S Katsnelson March 2008 - Present
JR Katz February 1989 - March 2008
Skills
Health Insurance, Employee Benefits
Education
American College
Registered Health Underwriter
DePaul University
Finance
Peter Friend's JR Katz Experience 2000 - 2008
Job Director at The Bensman Group
Industry Financial Services
Experience
The Bensman Group April 2009 - Present
JR Katz 2000 - 2008
The Greeley Company 2000 - 2001
NorthShore University HealthSystem - Highland Park Hospital 1984 - 2000
Skills
Mutual Funds, Insurance, Investments, Finance, Retirement, Estate Planning, Asset Management, Portfolio Management, Leadership, Financial Services, Relationship Management
Education
University of Colorado Health Sciences Center 1969 — 1971
Master's Degree, Health Adminstration, A
Northwestern University 1961 — 1965
B.A., English
The Bensman Group April 2009 - Present
JR Katz 2000 - 2008
The Greeley Company 2000 - 2001
NorthShore University HealthSystem - Highland Park Hospital 1984 - 2000
Skills
Mutual Funds, Insurance, Investments, Finance, Retirement, Estate Planning, Asset Management, Portfolio Management, Leadership, Financial Services, Relationship Management
Education
University of Colorado Health Sciences Center 1969 — 1971
Master's Degree, Health Adminstration, A
Northwestern University 1961 — 1965
B.A., English