Karel-Gordon & Associates
Address: 707 Skokie Blvd, Northbrook, IL 60062 Phone: (847) 564-5655Place name: Category: : : Hours: : : : : Website: Website: http://www.karelgordon.com/ Category: Banking and Finance 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.Add missing informationAdd business hours 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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Karel-Gordon & Associates Employees
Principal Financial Group September 2011 - Present
Karel-Gordon & Associates March 2000 - November 2011
Ritchie Capital Management November 2007 - January 2011
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Funds, Salary Continuation, Series 6, 63, 65..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insurance
Education
Governors State University
Bachelor of Science, Accounting
Karel-Gordon & Associates August 2011 - Present
Nationwide Hospitality, Inc March 2008 - August 2011
Skills
QuickBooks, Peachtree, Datair, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Invoicing, Auditing, Pension Administration, Analysis
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master's degree, Accounting and Finance
Northern Illinois University 2005 — 2007
Bachelor of Science (B.S.), Finance, General
TWG Benefits, Inc. September 2014 - Present
The John Marshall Law School 2010 - Present
Chuhak & Tecson, P.C. February 2006 - September 2012
Karel-Gordon & Associates February 2001 - February 2006
Pinnacle Anesthesia Consultants, P.A. July 1998 - January 2001
Skills
ERISA, Profit Sharing, Cash Balance, Defined Benefit, Mediation, Microsoft Excel, Microsoft Word, Microsoft Access, Employee Benefits, 401(k), Trusts, Legal Compliance, Appeals
Education
Baylor University School of Law 1972 — 1975
J.D., Law
University of Illinois at Urbana-Champaign 1967 — 1971
B.S., Communications, Radio-TV
Homewood-Flossmoor HS 1963 — 1967
Karel-Gordon & Associates March 2011 - Present
Priority Capital Group November 2009 - March 2011
Van Kampen Investments February 1997 - November 2009
Skills
Pension Consulting, Qualified Plan Design, Creative Plan Design, Public Speaking, Presenter for CPE, CFP..., Leadership, Management, National Accounts, Broker-Dealer, Sales, Retirement Plan..., Credit, Retirement Planning
Education
University of Iowa 1990 — 1994
Bachelor of Business Administration, Finance
Clarity Solution Group September 2013 - Present
Clarity Solution Group August 2012 - September 2013
Karel-Gordon & Associates June 2010 - July 2012
Skills
Strategy, Leadership, Analytics, Management, Informatica, Consulting, Business Intelligence, Big Data, Business Analysis, Data Analysis, Program Management, Data Modeling, Integration, Requirements Analysis, Analysis, ETL, Data Mining, Predictive Modeling, Statistical Modeling, Teradata, Data Integration, Data Warehousing, Business Objects, Netezza, SDLC, Requirements Gathering, OLAP, Master Data Management, Data Governance, IT Strategy, Microstrategy, Tableau, Business Analytics, Software Project..., Enterprise Architecture, Solution Architecture, Business Process, SAS
Education
Bradley University 2005 — 2009
Bachelor of Science (B.S.), Actuarial Science-Business
Karel-Gordon & Associates September 1982 - Present
Skills
Pensions, Retirement Plan..., Pension Administration, Retirement Planning, Defined Benefit, Retirement, Portfolio Management, Actuaries, Defined Contribution, Trading, Equities, Investments, Asset Allocation, 401k, Profit Sharing
Education
Northeastern Illinois University
B.A. in Mathematics, Statistics
Cole-Parmer June 2015 - Present
Coldwell Banker / NRT LLC July 2014 - June 2015
Coldwell Banker (NRT) October 2012 - July 2014
Coldwell Banker (NRT) February 2012 - October 2012
Coldwell Banker (NRT) May 2011 - February 2012
Karel-Gordon & Associates August 2010 - May 2011
Hansen Realty, Inc July 2007 - August 2010
Skills
Accounting, Microsoft Excel, Financial Analysis, Budgets, Financial Reporting, Real Estate, Outlook, Forecasting, Microsoft Office, Real Estate Transactions, Negotiation, Account Reconciliation, Finance, QuickBooks, Banking, Analysis
Education
DePaul University 2010 — 2014
Masters of Business Administration, Financial Analysis, 3.67 / 4.0 GPA
Northeastern Illinois University 2004 — 2008
Bachelor of Science (B.S.), Finance, 3.55 / 4.0 GPA
Karel-Gordon & Associates May 2015 - Present
EY October 2013 - May 2015
Ernst & Young December 2011 - September 2013
Karel-Gordon & Associates April 2010 - December 2011
Karel-Gordon & Associates December 2007 - April 2010
Mercer August 2003 - November 2007
Skills
Defined Benefit, Actuarial Science, Profit Sharing, Cash Balance, Valuation, Actuarial Consulting, Pensions, Retirement, Risk Management
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Science, Actuarial Science
Karel-Gordon & Associates May 2004 - Present
Education
University of Iowa 1992 — 1996
Bachelor of Arts, Economics
Karel-Gordon & Associates May 2013 - Present
Dream India Academy January 2014 - Present
Koraze August 2012 - November 2013
Skills
Microsoft Office, Public Speaking, Social Media, Social Media Marketing, Microsoft Excel, Management, Sales, Leadership, Fundraising, Project Management
Education
Iowa State University - College of Business 2006 — 2010
Karel-Gordon & Associates October 2007 - Present
Connections Day School, Libertyville, IL June 2006 - October 2007
Medco Service Corporation June 2000 - June 2006
Oak Grove School District #68 August 1997 - June 2002
Merrill Lynch March 1989 - August 1997
Skills
Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, PowerPoint, Customer Service, QuickBooks, Management, Payroll, Outlook
Education
Trinity International University 2002 — 2003
Working towards a Master of Arts
Northeastern Illinois University
B.A., Business & Management
Northeastern Illinois University
B.A. of Business Administration and Management
Buck Consultants, A Xerox Company July 2014 - Present
Karel-Gordon & Associates September 2012 - May 2014
Block Consulting Actuaries September 2010 - May 2012
Allied Consulting, Inc. October 2008 - September 2010
Skills
Valuation, Actuarial Science, Pensions, Analysis, Insurance, Pension Administration, Teamwork, Data Analysis, Retirement Plan..., Databases, Employee Benefits
Education
University of California, Los Angeles
B.S., Mathematics
Karel-Gordon & Associates April 2011 - Present
Skills
401k, Pension Administration, Defined Benefit, Retirement, Retirement Planning
Education
Harper College
Retirement, LLC March 2014 - Present
CUNA Mutual Group June 2007 - May 2013
Karel-Gordon & Associates January 2007 - June 2007
SVA Retirement Plan Services, LLC 2004 - 2006
Town of Raymond April 1994 - April 2004
Racine Pen-Tax, Inc. January 1989 - June 2003
DeMark, Kolbe & Brodek 1990 - 1991
Emjay Corporation April 1981 - August 1988
Skills
Retirement, ERISA, Defined Benefit, Defined Contribution, Relationship Management, Qualified Retirement...
Education
Cardinal Stritch University 1985 — 1988
BS, Business Admin
Gateway Technical College 1978 — 1980
Associate's degree, Accounting, 3.95 GPA
Karel Gordon & Associates February 1975 - Present
Education
University of Illinois College of Medicine 1958 — 1961
B.S.A, Accounting
T. Rowe Price September 2010 - Present
Karel-Gordon & Associates January 2010 - May 2010
Aon Consulting April 2009 - December 2009
Fidelity Investments February 2008 - March 2009
Aon Consulting/Actuarial Science Associates June 1999 - February 2008
Hewitt Associates June 1996 - June 1999
Skills
Defined Contribution, Pensions, Insurance, Valuation, Defined Benefit, Pension Administration, Actuarial Science, Employee Benefits, Actuaries, Retirement, Benefits Administration, Microsoft Excel, Project Management, Microsoft Office, ERISA, Process Improvement, 401k, Vendor Management, Risk Management, Strategic Planning, Financial Services, Financial Analysis, Mutual Funds, Leadership, Investments, Business Analysis
Education
University of Michigan 1993 — 1996
Bachelor of Science (BS), Actuarial Mathematics
University of michigan ann arbor 1993 — 1996
Bachelors of Science, Actuarial Mathematics
Karel-Gordon & Associates December 2014 - Present
Tepfer Consulting Group August 2013 - February 2014
Skills
Pensions, Valuation, Defined Benefit, Defined Contribution, Account Reconciliation, Microsoft Excel, Financial Statements, Retirement Planning, Retirement, Actuarial Science
Education
Northern Illinois University
Bachelor's Degree, Business Marketing