LaSalle Financial Services
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LaSalle Financial Services Employees
Employee
Years
Job
Industry
David Huner David Huner's LaSalle Financial Services Experience September 2002 - October 2008
Job CEO & Founder
Industry Financial Services
Experience
Focus Financial Group of the Great Lakes, Convergence College Planning January 2010 - Present
Merrill Lynch October 2009 - January 2010
Bank of America October 2008 - October 2009
LaSalle Financial Services September 2002 - October 2008
Skills
College Education..., Wealth and Wisdom..., Wealth Management..., Social Security..., Retirement Planning, Finance, Financial Advisory, Retirement, Wealth Management, Financial Services, Portfolio Management, Investment Advisory, Insurance, Investment Strategies, Securities, Mutual Funds, Investments
Education
University of Phoenix 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Focus Financial Group of the Great Lakes, Convergence College Planning January 2010 - Present
Merrill Lynch October 2009 - January 2010
Bank of America October 2008 - October 2009
LaSalle Financial Services September 2002 - October 2008
Skills
College Education..., Wealth and Wisdom..., Wealth Management..., Social Security..., Retirement Planning, Finance, Financial Advisory, Retirement, Wealth Management, Financial Services, Portfolio Management, Investment Advisory, Insurance, Investment Strategies, Securities, Mutual Funds, Investments
Education
University of Phoenix 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Margarita Hernandez - Chavarria Margarita Hernandez - Chavarria's LaSalle Financial Services Experience June 2008 - September 2010
Job DE Underwriter
Industry Financial Services
Experience
Land Home Financial Services June 2013 - January 2014
Bay Equity, LLC September 2012 - June 2013
LaSalle Financial Services June 2008 - September 2010
Nationwide Processing 2002 - 2007
Eloan 1999 - 2001
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Banking, Commercial Lending, Consumer Lending, Investments, Commercial Banking, Small Business Lending, Underwriting, FHA, Credit Analysis, Lines Of Credit, Credit Risk, Funding, HomePath
Education
Los Medanos College 1995 — 1997
Land Home Financial Services June 2013 - January 2014
Bay Equity, LLC September 2012 - June 2013
LaSalle Financial Services June 2008 - September 2010
Nationwide Processing 2002 - 2007
Eloan 1999 - 2001
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Banking, Commercial Lending, Consumer Lending, Investments, Commercial Banking, Small Business Lending, Underwriting, FHA, Credit Analysis, Lines Of Credit, Credit Risk, Funding, HomePath
Education
Los Medanos College 1995 — 1997
Olivia Swan Olivia Swan's LaSalle Financial Services Experience August 2004 - July 2006
Job Marketing, Brand, Strategy & Research Consultant at Olivia Swan Consulting, Inc. | Entrepreneur
Industry Marketing and Advertising
Experience
Olivia Swan Consulting, Inc. May 2013 - Present
Olivia's Beer Cheese December 2011 - Present
PepsiCo December 2010 - November 2011
AlphaGraphics September 2010 - December 2010
AlphaGraphics January 2010 - August 2010
Harrah's Entertainment, Inc June 2007 - August 2007
LaSalle Financial Services August 2004 - July 2006
Skills
Strategy, Product Marketing, Marketing Strategy, Product Management, Cross-functional Team..., Business Development, Marketing, Sales, Marketing Communications, Marketing Research
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration with Honors, Marketing, Strategy, Organizational Behavior
Vanderbilt University 1999 — 2003
BA, Economics major, Financial Economics and Women's Studies minors
Olivia Swan Consulting, Inc. May 2013 - Present
Olivia's Beer Cheese December 2011 - Present
PepsiCo December 2010 - November 2011
AlphaGraphics September 2010 - December 2010
AlphaGraphics January 2010 - August 2010
Harrah's Entertainment, Inc June 2007 - August 2007
LaSalle Financial Services August 2004 - July 2006
Skills
Strategy, Product Marketing, Marketing Strategy, Product Management, Cross-functional Team..., Business Development, Marketing, Sales, Marketing Communications, Marketing Research
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration with Honors, Marketing, Strategy, Organizational Behavior
Vanderbilt University 1999 — 2003
BA, Economics major, Financial Economics and Women's Studies minors
Brady Thomas Brady Thomas's LaSalle Financial Services Experience January 2011 - Present
Job Residential Loan Agent at LaSalle Financial Services
Industry Real Estate
Experience
LaSalle Financial Services January 2011 - Present
My Own Two Hands November 2008 - Present
Intercultura Language School June 2009 - December 2010
Colliers Parrish International, Inc February 2006 - January 2009
Jay-Phares Corporation July 2004 - November 2005
Brown Daily Herald and African Sun newspapers January 2001 - January 2003
Skills
Mortgage Lending, Social Networking, Sellers, Commercial Real Estate, Real Estate, Investments, Refinance, Residential Mortgages, First Time Home Buyers, Loans, Networking, Property Management, Marketing, Investment Properties, Residential Homes, Negotiation
Education
Brown University 2000 — 2004
B.A
Bishop O'Dowd High School 1996 — 2000
LaSalle Financial Services January 2011 - Present
My Own Two Hands November 2008 - Present
Intercultura Language School June 2009 - December 2010
Colliers Parrish International, Inc February 2006 - January 2009
Jay-Phares Corporation July 2004 - November 2005
Brown Daily Herald and African Sun newspapers January 2001 - January 2003
Skills
Mortgage Lending, Social Networking, Sellers, Commercial Real Estate, Real Estate, Investments, Refinance, Residential Mortgages, First Time Home Buyers, Loans, Networking, Property Management, Marketing, Investment Properties, Residential Homes, Negotiation
Education
Brown University 2000 — 2004
B.A
Bishop O'Dowd High School 1996 — 2000
Joe Heisler Joe Heisler's LaSalle Financial Services Experience January 2002 - January 2008
Job Financial Specialist Team Manager
Industry Financial Services
Experience
PNC December 2012 - Present
The Prudential Insurance Company of America, Newark, NJ September 2010 - December 2012
Bank of America January 2008 - December 2009
LaSalle Financial Services January 2002 - January 2008
Michigan National Bank subsidiary IOIG March 1998 - January 2002
Education
University of Nebraska at Omaha
Bachelor of Science
PNC December 2012 - Present
The Prudential Insurance Company of America, Newark, NJ September 2010 - December 2012
Bank of America January 2008 - December 2009
LaSalle Financial Services January 2002 - January 2008
Michigan National Bank subsidiary IOIG March 1998 - January 2002
Education
University of Nebraska at Omaha
Bachelor of Science
Mark Denay Mark Denay's LaSalle Financial Services Experience September 2005 - October 2006
Job Financial Services Professional
Industry Financial Services
Experience
AHP Financial Services December 2011 - January 2013
AHP Financial Services November 2006 - December 2011
LaSalle Financial Services September 2005 - October 2006
Oppenheimer & Co., Inc. November 1996 - August 2005
The Franklin Life Insurance Company January 1994 - November 1996
Prudential Financial Services July 1987 - December 1993
Kirtland Community College January 1985 - June 1987
Skills
Public Speaking
Education
St. John Provincial Seminary 1980 — 1984
M.Div, 3.8
Aquinas College
B.A., Sociology
Central Michigan University
M.A., Counselor Education/School Counseling and Guidance Services
The University of Michigan
Ph.D. Cand., Administration of Colleges and Universities, 3.75
AHP Financial Services December 2011 - January 2013
AHP Financial Services November 2006 - December 2011
LaSalle Financial Services September 2005 - October 2006
Oppenheimer & Co., Inc. November 1996 - August 2005
The Franklin Life Insurance Company January 1994 - November 1996
Prudential Financial Services July 1987 - December 1993
Kirtland Community College January 1985 - June 1987
Skills
Public Speaking
Education
St. John Provincial Seminary 1980 — 1984
M.Div, 3.8
Aquinas College
B.A., Sociology
Central Michigan University
M.A., Counselor Education/School Counseling and Guidance Services
The University of Michigan
Ph.D. Cand., Administration of Colleges and Universities, 3.75
Cataldo Panici, CFS's LaSalle Financial Services Experience September 2000 - May 2008
Job Senior Vice President at Wayne Hummer Investments
Industry Investment Management
Experience
Wayne Hummer Investments A Wintrust Wealth Management Company July 2009 - Present
Banc of America Investments September 2000 - July 2009
LaSalle Financial Services September 2000 - May 2008
Skills
Asset Allocation, Financial Services, Retirement Planning, Wealth Management, Fixed Income, Investments, Mutual Funds
Education
The Institute of Business and Finance 1996 — 1997
Certified Fund Specialist, Investments and Securities
St. Joseph's College (IN) 1984 — 1988
Bachelor of Business Administration (BBA), Marketing
Wayne Hummer Investments A Wintrust Wealth Management Company July 2009 - Present
Banc of America Investments September 2000 - July 2009
LaSalle Financial Services September 2000 - May 2008
Skills
Asset Allocation, Financial Services, Retirement Planning, Wealth Management, Fixed Income, Investments, Mutual Funds
Education
The Institute of Business and Finance 1996 — 1997
Certified Fund Specialist, Investments and Securities
St. Joseph's College (IN) 1984 — 1988
Bachelor of Business Administration (BBA), Marketing
David Milavickas David Milavickas's LaSalle Financial Services Experience December 2000 - July 2003
Job Geometry Teacher at Mount Carmel High School
Industry Education Management
Experience
Mount Carmel High School June 2015 - Present
St. Malachy Elementary School January 2015 - June 2015
Land of the Free, Home of the Brave June 2014 - January 2015
PepsiCo - Frito Lay August 2013 - June 2014
PepsiCo - Frito Lay February 2013 - August 2013
NBS Financial Services July 2003 - May 2011
LaSalle Financial Services December 2000 - July 2003
Smith Barney April 1998 - November 2000
Paris Cooperative High School August 1993 - April 1998
Lewistown High School August 1991 - August 1993
Skills
Investments, Asset Allocation, Financial Analysis, Strategic Planning, Insurance, Coaching, Banking, Mutual Funds, Strategic Financial..., Accounting, Teaching, Microsoft Word, Business Development, Finance, Financial Modeling, Investment Advisory, Investment Strategies, Alternative Investments, Investment Management, Problem Solving, PowerPoint, Microsoft Excel, Microsoft Publisher, Education, Tax Accounting, Program Budgeting, Coaching Football, Coaching Baseball, Entrepreneurship, Economics, Secondary Education, Motivation, Motivational Speaking, Strategy, Portfolio Management, Management, Sales, Sales Presentations, Sales Process, Direct Sales, Manage Client..., Client Presentation, Account Management, New Business Development
Education
Eastern Illinois University 1994 — 1997
Studied Ed. Admin., Education Administration
Eastern Michigan University 1985 — 1988
Bachelors, Business Education
Mount Carmel High School June 2015 - Present
St. Malachy Elementary School January 2015 - June 2015
Land of the Free, Home of the Brave June 2014 - January 2015
PepsiCo - Frito Lay August 2013 - June 2014
PepsiCo - Frito Lay February 2013 - August 2013
NBS Financial Services July 2003 - May 2011
LaSalle Financial Services December 2000 - July 2003
Smith Barney April 1998 - November 2000
Paris Cooperative High School August 1993 - April 1998
Lewistown High School August 1991 - August 1993
Skills
Investments, Asset Allocation, Financial Analysis, Strategic Planning, Insurance, Coaching, Banking, Mutual Funds, Strategic Financial..., Accounting, Teaching, Microsoft Word, Business Development, Finance, Financial Modeling, Investment Advisory, Investment Strategies, Alternative Investments, Investment Management, Problem Solving, PowerPoint, Microsoft Excel, Microsoft Publisher, Education, Tax Accounting, Program Budgeting, Coaching Football, Coaching Baseball, Entrepreneurship, Economics, Secondary Education, Motivation, Motivational Speaking, Strategy, Portfolio Management, Management, Sales, Sales Presentations, Sales Process, Direct Sales, Manage Client..., Client Presentation, Account Management, New Business Development
Education
Eastern Illinois University 1994 — 1997
Studied Ed. Admin., Education Administration
Eastern Michigan University 1985 — 1988
Bachelors, Business Education
Mary Carol Audy Mary Carol Audy's LaSalle Financial Services Experience July 1999 - March 2004
Job Caregiver Extraordinaire
Industry Financial Services
Experience
First Brokerage America, LLC September 2008 - June 2009
First American Bank / LPL Financial February 2008 - August 2008
Harris Investment Services January 2007 - February 2008
Countrywide Financial Services June 2006 - November 2006
Fifth Third Securities March 2004 - June 2006
LaSalle Financial Services July 1999 - March 2004
Citicorp Investment Services October 1993 - July 1999
Skills
Retirement Planning, Wealth Management, Banking, Investment Strategies, Series 63, Fixed Annuities, Insurance, Investments, Life Insurance, Mutual Funds, Series 7, Uniform Combined State..., Strategic Financial..., Investment Advisory, Finance, Mortgage Lending, Bonds, Retirement, 401k, Alternative Investments
Education
Bradley University 1977 — 1979
Business
First Brokerage America, LLC September 2008 - June 2009
First American Bank / LPL Financial February 2008 - August 2008
Harris Investment Services January 2007 - February 2008
Countrywide Financial Services June 2006 - November 2006
Fifth Third Securities March 2004 - June 2006
LaSalle Financial Services July 1999 - March 2004
Citicorp Investment Services October 1993 - July 1999
Skills
Retirement Planning, Wealth Management, Banking, Investment Strategies, Series 63, Fixed Annuities, Insurance, Investments, Life Insurance, Mutual Funds, Series 7, Uniform Combined State..., Strategic Financial..., Investment Advisory, Finance, Mortgage Lending, Bonds, Retirement, 401k, Alternative Investments
Education
Bradley University 1977 — 1979
Business
Catherine Vaughan Catherine Vaughan's LaSalle Financial Services Experience November 2004 - September 2007
Job Owner, Home Instead Senior Care
Industry Hospital & Health Care
Experience
Home Instead Senior Care January 2010 - Present
Taktix Solutions February 2009 - December 2009
Stifel Nicolaus September 2007 - February 2009
LaSalle Financial Services November 2004 - September 2007
McDonald Investments October 1984 - January 2001
Skills
Long-term Care, Coaching, Public Speaking, Small Business, Elder Care, Home Care, Healthcare, Aging in Place, Strategic Planning, Hospitals, Nonprofits, Case Management, Compassion, Seniors, Social Networking, Social Services, Management, Public Relations, Caregiving, Case Managment, Marketing Strategy
Education
Arizona State University 1979 — 1980
BS, Public Programs
Oregon State University 1976 — 1979
Home Instead Senior Care January 2010 - Present
Taktix Solutions February 2009 - December 2009
Stifel Nicolaus September 2007 - February 2009
LaSalle Financial Services November 2004 - September 2007
McDonald Investments October 1984 - January 2001
Skills
Long-term Care, Coaching, Public Speaking, Small Business, Elder Care, Home Care, Healthcare, Aging in Place, Strategic Planning, Hospitals, Nonprofits, Case Management, Compassion, Seniors, Social Networking, Social Services, Management, Public Relations, Caregiving, Case Managment, Marketing Strategy
Education
Arizona State University 1979 — 1980
BS, Public Programs
Oregon State University 1976 — 1979
Jennifer Collopy, CTP Jennifer Collopy, CTP's LaSalle Financial Services Experience January 1999 - January 2000
Job Assistant Vice President, Treasury Management Sales at Wintrust Financial
Industry Banking
Experience
Wintrust Financial June 2014 - Present
Fifth Third Bank April 2013 - June 2014
Associated Bank May 2010 - April 2013
Associated Bank May 2010 - January 2012
Associated Bank August 2008 - May 2010
Associated Bank June 2006 - August 2008
Associated Bank April 2003 - August 2005
ABN AMRO, formerly LaSalle Bank August 2000 - April 2003
ABN AMRO FINANCIAL SERVICES, formerly LaSalle Financial Services January 2000 - August 2000
LaSalle Financial Services January 1999 - January 2000
Skills
Treasury Management, Loans, Strategic Financial..., Series 7, Deposits, Banking, Commercial Banking, Cash Management, Credit Analysis, Cross Selling, Finance, Investments, Portfolio Management
Education
North Central College
Wintrust Financial June 2014 - Present
Fifth Third Bank April 2013 - June 2014
Associated Bank May 2010 - April 2013
Associated Bank May 2010 - January 2012
Associated Bank August 2008 - May 2010
Associated Bank June 2006 - August 2008
Associated Bank April 2003 - August 2005
ABN AMRO, formerly LaSalle Bank August 2000 - April 2003
ABN AMRO FINANCIAL SERVICES, formerly LaSalle Financial Services January 2000 - August 2000
LaSalle Financial Services January 1999 - January 2000
Skills
Treasury Management, Loans, Strategic Financial..., Series 7, Deposits, Banking, Commercial Banking, Cash Management, Credit Analysis, Cross Selling, Finance, Investments, Portfolio Management
Education
North Central College
Moira Fahey-Ullrich Moira Fahey-Ullrich's LaSalle Financial Services Experience 2006 - 2007
Job Principal & Chief Solutions Officer, Strategic Wealth Partners, LLC.
Industry Investment Management
Experience
Strategic Wealth Partners, LLC, Deerfield, IL February 2010 - Present
Bank of America - LaSalle Bank 2007 - 2008
LaSalle Financial Services 2006 - 2007
LaSalle Bank - LaSalle Preferred Services July 2005 - January 2006
LaSalle Bank July 2003 - July 2005
LaSalle Bank January 1984 - June 2003
LaSalle Bank September 1980 - January 1984
Skills
Strategy, CRM, High Net Worth..., Strategic Planning, Leadership, Wealth, Management, Team Building, Retail Banking, Wealth Management..., Coaching, Integration, Product Development, Salesforce.com..., Salesforce.com..., QuickBooks, Black Diamond..., Payroll, Salesforce.com, Business Strategy, Business Process, Executive Management, Human Resources
Education
Loyola University Chicago 1986 — 1989
MBA, Finance
Saint Mary's College 1976 — 1980
BA, History. Minors Business & Art History
Various Schools/Courses/Certification
CFP Porgram, Depaul University
Strategic Wealth Partners, LLC, Deerfield, IL February 2010 - Present
Bank of America - LaSalle Bank 2007 - 2008
LaSalle Financial Services 2006 - 2007
LaSalle Bank - LaSalle Preferred Services July 2005 - January 2006
LaSalle Bank July 2003 - July 2005
LaSalle Bank January 1984 - June 2003
LaSalle Bank September 1980 - January 1984
Skills
Strategy, CRM, High Net Worth..., Strategic Planning, Leadership, Wealth, Management, Team Building, Retail Banking, Wealth Management..., Coaching, Integration, Product Development, Salesforce.com..., Salesforce.com..., QuickBooks, Black Diamond..., Payroll, Salesforce.com, Business Strategy, Business Process, Executive Management, Human Resources
Education
Loyola University Chicago 1986 — 1989
MBA, Finance
Saint Mary's College 1976 — 1980
BA, History. Minors Business & Art History
Various Schools/Courses/Certification
CFP Porgram, Depaul University
Ryan McCain, CFP® Ryan McCain, CFP®'s LaSalle Financial Services Experience May 2001 - August 2007
Job Senior Partner, KMG Private Wealth Management
Industry Financial Services
Experience
KMG Private Wealth Management August 2007 - Present
LaSalle Financial Services May 2001 - August 2007
Citibank July 2000 - May 2001
Skills
Wealth Management, Retirement Planning, Investment Advisory, Series 7, Estate Planning, Financial Planning
Education
DePaul University 2005 — 2006
Financial Planning
The Ohio State University 1996 — 2000
Ottawa Hills Green Bears
KMG Private Wealth Management August 2007 - Present
LaSalle Financial Services May 2001 - August 2007
Citibank July 2000 - May 2001
Skills
Wealth Management, Retirement Planning, Investment Advisory, Series 7, Estate Planning, Financial Planning
Education
DePaul University 2005 — 2006
Financial Planning
The Ohio State University 1996 — 2000
Ottawa Hills Green Bears
Francesca Lombardo Francesca Lombardo's LaSalle Financial Services Experience October 2006 - June 2007
Job Agent with New York Life helping individuals and business owners to create, build, and preserve wealth
Industry Insurance
Experience
New York Life Insurance Company August 2015 - Present
Bank of America January 2008 - July 2015
Bank of America June 2007 - December 2007
LaSalle Financial Services October 2006 - June 2007
Skills
Annuity Sales, Licensed Life and..., Problem Solving, Customer Service, Loans, Retail Banking, Consumer Lending, Commercial Lending, Relationship Management, Cross Selling, Mortgage Lending, Commercial Banking, Banking, Credit Cards, Mortgage Banking, Lines Of Credit, Sales, Branch Banking, Risk Management, Leadership, Operational Risk..., Private Banking, Financial Services, Management, Finance, Credit, Customer Retention
Education
University of Phoenix 2010 — 2012
Finance, General
Westwood College-O'Hare Airport 2008 — 2010
Finance, General
Liceo Scientifico 1996 — 1997
Legal Studies, General
New York Life Insurance Company August 2015 - Present
Bank of America January 2008 - July 2015
Bank of America June 2007 - December 2007
LaSalle Financial Services October 2006 - June 2007
Skills
Annuity Sales, Licensed Life and..., Problem Solving, Customer Service, Loans, Retail Banking, Consumer Lending, Commercial Lending, Relationship Management, Cross Selling, Mortgage Lending, Commercial Banking, Banking, Credit Cards, Mortgage Banking, Lines Of Credit, Sales, Branch Banking, Risk Management, Leadership, Operational Risk..., Private Banking, Financial Services, Management, Finance, Credit, Customer Retention
Education
University of Phoenix 2010 — 2012
Finance, General
Westwood College-O'Hare Airport 2008 — 2010
Finance, General
Liceo Scientifico 1996 — 1997
Legal Studies, General
Greg Tong, CIMA® Greg Tong, CIMA®'s LaSalle Financial Services Experience February 2005 - August 2007
Job Managing Partner, KMG Private Wealth Management
Industry Financial Services
Experience
KMG Private Wealth Management August 2007 - Present
LaSalle Financial Services February 2005 - August 2007
Skills
Investments, Securities, Insurance, Asset Allocation, Wealth Management, Financial Planning, Series 7, Marketing, Retirement Planning, Sales, Financial Analysis, Investment Advisory, New Business Development, Portfolio Management, Strategic Financial..., Sales Management, Mutual Funds, Retirement, Asset Managment, Public Speaking, Strategic Planning, Project Management, Series 66
Education
Arizona State University 2000 — 2004
Libertyville High School 1996 — 2000
KMG Private Wealth Management August 2007 - Present
LaSalle Financial Services February 2005 - August 2007
Skills
Investments, Securities, Insurance, Asset Allocation, Wealth Management, Financial Planning, Series 7, Marketing, Retirement Planning, Sales, Financial Analysis, Investment Advisory, New Business Development, Portfolio Management, Strategic Financial..., Sales Management, Mutual Funds, Retirement, Asset Managment, Public Speaking, Strategic Planning, Project Management, Series 66
Education
Arizona State University 2000 — 2004
Libertyville High School 1996 — 2000
Brooks Wiley Brooks Wiley's LaSalle Financial Services Experience January 2001 - January 2009
Job Accounts & Marketing Professional Looking for the Right Opportunity
Industry Consumer Electronics
Experience
dCables LLC. June 2013 - June 2015
Markitekt/ ConversionXL September 2012 - August 2013
Propeller Labs May 2009 - May 2012
LaSalle Financial Services January 2001 - January 2009
Skills
SEO, SEM, Social Media Marketing, Lead Generation, PPC, Keyword Research, Website Promotion, Online Advertising, Conversion Optimization, Marketing, Web 2.0, Google Analytics, Online Marketing, WordPress, Organic Search, Local Search, Social Marketing, Google Adwords, Web Analytics, Web Design, Inside Sales, Affiliate Marketing, Link Building, Viral Marketing, Mobile Marketing, Online Lead Generation, Web Marketing, Video Marketing, Landing Page..., E-commerce, Digital Strategy, Account Management
Education
The University of Texas at Austin 1991 — 1995
toward BA Liberal Arts
dCables LLC. June 2013 - June 2015
Markitekt/ ConversionXL September 2012 - August 2013
Propeller Labs May 2009 - May 2012
LaSalle Financial Services January 2001 - January 2009
Skills
SEO, SEM, Social Media Marketing, Lead Generation, PPC, Keyword Research, Website Promotion, Online Advertising, Conversion Optimization, Marketing, Web 2.0, Google Analytics, Online Marketing, WordPress, Organic Search, Local Search, Social Marketing, Google Adwords, Web Analytics, Web Design, Inside Sales, Affiliate Marketing, Link Building, Viral Marketing, Mobile Marketing, Online Lead Generation, Web Marketing, Video Marketing, Landing Page..., E-commerce, Digital Strategy, Account Management
Education
The University of Texas at Austin 1991 — 1995
toward BA Liberal Arts
Jim Koliatsis, CFP® Jim Koliatsis, CFP®'s LaSalle Financial Services Experience May 2001 - August 2007
Job Managing Partner, KMG Private Wealth Management
Industry Financial Services
Experience
KMG Private Wealth Management August 2007 - Present
LaSalle Financial Services May 2001 - August 2007
Merrill Lynch September 1998 - April 2001
Skills
Retirement Planning, Estate Planning, Asset Allocation, Insurance, Financial Planning
Education
DePaul University 2005 — 2006
Financial Planning and Services
DeVry University 1990 — 1993
Bachelor's Business Operations
Mather High School 1989 — 1990
Gordon Tech High School 1987 — 1988
KMG Private Wealth Management August 2007 - Present
LaSalle Financial Services May 2001 - August 2007
Merrill Lynch September 1998 - April 2001
Skills
Retirement Planning, Estate Planning, Asset Allocation, Insurance, Financial Planning
Education
DePaul University 2005 — 2006
Financial Planning and Services
DeVry University 1990 — 1993
Bachelor's Business Operations
Mather High School 1989 — 1990
Gordon Tech High School 1987 — 1988
Dianne Crosby Dianne Crosby's LaSalle Financial Services Experience March 2004 - November 2012
Job Executive Loan Advisor, RPM
Industry Real Estate
Experience
RPM Mortgage Inc November 2012 - Present
LaSalle Financial Services March 2004 - November 2012
Foundation for Personal Financial Education 2009 - 2010
Holmgren & Associates 2002 - 2004
Skills
Residential Mortgages, Mortgage Banking, Mortgage Planning, Mortgage Industry, Financial Markets, Entrepreneurship, Managed Money, Real Estate, Refinance Transactions, Certified Mortgage..., Mortgage Lending, Refinance, Investment Properties, Loans, Residential Homes, First Time Home Buyers, Estate Planning, Real Estate Transactions, Property, Sellers, FHA, Finance, Strategic Financial..., Investments, Business Development, Sales, Investors, Buyers, Strategy, Financial Services, Underwriting, Real Estate Economics, Real Estate Financing, Commercial Lending, REO, Portfolio Management, Loan Origination, Asset Management, Reverse Mortgages, Referrals, Short Sales, Commercial Real Estate, FHA financing, Foreclosures, Brokerage, Commercial Mortgages, VA loans, Condos
Education
University of California, Hastings College of the Law 1982 — 1985
JD, Law
University of California, Berkeley 1978 — 1982
BA, Economics
RPM Mortgage Inc November 2012 - Present
LaSalle Financial Services March 2004 - November 2012
Foundation for Personal Financial Education 2009 - 2010
Holmgren & Associates 2002 - 2004
Skills
Residential Mortgages, Mortgage Banking, Mortgage Planning, Mortgage Industry, Financial Markets, Entrepreneurship, Managed Money, Real Estate, Refinance Transactions, Certified Mortgage..., Mortgage Lending, Refinance, Investment Properties, Loans, Residential Homes, First Time Home Buyers, Estate Planning, Real Estate Transactions, Property, Sellers, FHA, Finance, Strategic Financial..., Investments, Business Development, Sales, Investors, Buyers, Strategy, Financial Services, Underwriting, Real Estate Economics, Real Estate Financing, Commercial Lending, REO, Portfolio Management, Loan Origination, Asset Management, Reverse Mortgages, Referrals, Short Sales, Commercial Real Estate, FHA financing, Foreclosures, Brokerage, Commercial Mortgages, VA loans, Condos
Education
University of California, Hastings College of the Law 1982 — 1985
JD, Law
University of California, Berkeley 1978 — 1982
BA, Economics
Stephen Sperling Stephen Sperling's LaSalle Financial Services Experience June 2000 - August 2007
Job Senior Vice President at Wintrust Wealth Management
Industry Financial Services
Experience
Wintrust Wealth Management September 2007 - Present
LaSalle Financial Services June 2000 - August 2007
Skills
Investments, Portfolio Management, Equities, Fixed Income, Banking, Wealth Management, Asset Management, Mutual Funds, Series 7, Securities, Series 63, Series 65, Variable Life & Health...
Education
Northern Illinois University 1993 — 1996
Driscoll High School 1987 — 1991
Wintrust Wealth Management September 2007 - Present
LaSalle Financial Services June 2000 - August 2007
Skills
Investments, Portfolio Management, Equities, Fixed Income, Banking, Wealth Management, Asset Management, Mutual Funds, Series 7, Securities, Series 63, Series 65, Variable Life & Health...
Education
Northern Illinois University 1993 — 1996
Driscoll High School 1987 — 1991
Rachel Heil's LaSalle Financial Services Experience January 2006 - April 2007
Job Operations Supervisor at William Blair and Company
Industry Financial Services
Experience
William Blair and Company April 2011 - Present
William Blair and Company April 2007 - July 2011
LaSalle Financial Services January 2006 - April 2007
DWS Investments January 2005 - January 2006
Skills
Series 7, Series 63, Series 6, Chartered Retirement..., Chartered Retirement..., Investments, Retirement Planning
Education
University of Missouri-Columbia 2000 — 2004
Bachelor of Science (B.S.), Personal Financial Management
William Blair and Company April 2011 - Present
William Blair and Company April 2007 - July 2011
LaSalle Financial Services January 2006 - April 2007
DWS Investments January 2005 - January 2006
Skills
Series 7, Series 63, Series 6, Chartered Retirement..., Chartered Retirement..., Investments, Retirement Planning
Education
University of Missouri-Columbia 2000 — 2004
Bachelor of Science (B.S.), Personal Financial Management
Juanita Edwards's LaSalle Financial Services Experience January 2006 - October 2008
Job Business Integration Manager at Bank of America
Industry Financial Services
Experience
Bank of America July 2012 - Present
Merrill Lynch October 2009 - July 2012
Bank of America October 2008 - October 2009
LaSalle Financial Services January 2006 - October 2008
LaSalle Financial Services January 2005 - January 2006
LaSalle Bank Corporation 1999 - 2006
LaSalle Financial Services May 2002 - December 2004
LaSalle Insurance Services January 1999 - May 2002
BankOne August 1997 - December 1998
Chubb Group of Insurance Companies 1994 - July 1997
Skills
Licensing, Insurance, Fixed Annuities, Wealth Management, Financial Services, Series 7, Life Insurance, Financial Advisory
Education
Kenyon College 1985 — 1989
BA
Bank of America July 2012 - Present
Merrill Lynch October 2009 - July 2012
Bank of America October 2008 - October 2009
LaSalle Financial Services January 2006 - October 2008
LaSalle Financial Services January 2005 - January 2006
LaSalle Bank Corporation 1999 - 2006
LaSalle Financial Services May 2002 - December 2004
LaSalle Insurance Services January 1999 - May 2002
BankOne August 1997 - December 1998
Chubb Group of Insurance Companies 1994 - July 1997
Skills
Licensing, Insurance, Fixed Annuities, Wealth Management, Financial Services, Series 7, Life Insurance, Financial Advisory
Education
Kenyon College 1985 — 1989
BA
Juliette Deshaies's LaSalle Financial Services Experience July 2004 - July 2007
Job Product Manager, ImmunoOncology Marketing at BristolMyers Squibb
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb October 2013 - Present
Bristol-Myers Squibb December 2012 - October 2013
Bristol-Myers Squibb, Princeton, New Jersey April 2011 - December 2012
Bristol-Myers Squibb August 2007 - April 2011
LaSalle Financial Services July 2004 - July 2007
AC Advisory June 2003 - July 2004
Education
Indiana University Bloomington 1998 — 2002
Bachelor of Journalism, Public Relations
Bristol-Myers Squibb October 2013 - Present
Bristol-Myers Squibb December 2012 - October 2013
Bristol-Myers Squibb, Princeton, New Jersey April 2011 - December 2012
Bristol-Myers Squibb August 2007 - April 2011
LaSalle Financial Services July 2004 - July 2007
AC Advisory June 2003 - July 2004
Education
Indiana University Bloomington 1998 — 2002
Bachelor of Journalism, Public Relations
Terry McCaffrey's LaSalle Financial Services Experience August 1998 - Present
Job President, CEO at LaSalle Bank
Industry Financial Services
Experience
LaSalle Financial Services August 1998 - Present
Education
Northern Illinois University 1979 — 1983
LaSalle Financial Services August 1998 - Present
Education
Northern Illinois University 1979 — 1983
John Zubak's LaSalle Financial Services Experience Vice PresidentABN AMRO1999 - Present
Job Vice President at LaSalle Financial Services
Industry Capital Markets
Experience
LaSalle Financial Services Vice PresidentABN AMRO1999 - Present
Education
The University of Chicago Booth School of Business 1993 — 1994
LaSalle Financial Services Vice PresidentABN AMRO1999 - Present
Education
The University of Chicago Booth School of Business 1993 — 1994
Dakila Gorman's LaSalle Financial Services Experience July 2000 - March 2002
Job Private Client Banker
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. March 2011 - Present
LPL March 2010 - March 2011
Harris Bank January 2009 - March 2010
Financial Partners Network, LLC/ AXA Advisors June 2008 - January 2009
Banco Popular March 2002 - May 2008
LaSalle Financial Services July 2000 - March 2002
LaSalle Financial Services May 1998 - July 2000
Education
Northeastern Illinois University 1996 — 2000
BS, Finance
JPMorgan Chase Bank N.A. March 2011 - Present
LPL March 2010 - March 2011
Harris Bank January 2009 - March 2010
Financial Partners Network, LLC/ AXA Advisors June 2008 - January 2009
Banco Popular March 2002 - May 2008
LaSalle Financial Services July 2000 - March 2002
LaSalle Financial Services May 1998 - July 2000
Education
Northeastern Illinois University 1996 — 2000
BS, Finance
Michael Pall's LaSalle Financial Services Experience March 2000 - January 2007
Job Agency Manager at Western & Southern Financial Group
Industry Financial Services
Experience
Western & Southern Financial Group August 2014 - Present
Fifth Third Insurance January 2013 - July 2014
David A. Noyes & Co. September 2008 - June 2012
CCO Investments March 2007 - September 2008
LaSalle Financial Services March 2000 - January 2007
Skills
Series 4, Series 7, Series 9, Series 10, Series 24, Series 31, Series 63, Series 65, Insurance
Education
Northern Illinois University 1977 — 1982
Bachelor of Science (B.S.), Advertising
Western & Southern Financial Group August 2014 - Present
Fifth Third Insurance January 2013 - July 2014
David A. Noyes & Co. September 2008 - June 2012
CCO Investments March 2007 - September 2008
LaSalle Financial Services March 2000 - January 2007
Skills
Series 4, Series 7, Series 9, Series 10, Series 24, Series 31, Series 63, Series 65, Insurance
Education
Northern Illinois University 1977 — 1982
Bachelor of Science (B.S.), Advertising
Gil Faust's LaSalle Financial Services Experience April 2009 - January 2011
Job Senior Loan Consultant at American Pacific Mortgage
Industry Banking
Experience
American Pacific Mortgage March 2014 - Present
Mason-McDuffie Mortgage December 2010 - March 2014
LaSalle Financial Services April 2009 - January 2011
Prime Lending December 1998 - March 2009
Primetime Lending December 1998 - March 2009
Grubb and Ellis Adena Realty 2008 - 2008
Skills
Mortgage Lending, Loans, Underwriting, Finance, Investors, Real Estate, Investment Properties, Investments, Financial Analysis, Residential Homes, Property Management, Real Estate Development, Negotiation, Credit, REO, Contract Negotiation, Marketing Strategy, Short Sales, Sales, First Time Home Buyers
Education
University of California, Berkeley 1978 — 1982
BA, Economics
Golden Gate University
None, MBA
American Pacific Mortgage March 2014 - Present
Mason-McDuffie Mortgage December 2010 - March 2014
LaSalle Financial Services April 2009 - January 2011
Prime Lending December 1998 - March 2009
Primetime Lending December 1998 - March 2009
Grubb and Ellis Adena Realty 2008 - 2008
Skills
Mortgage Lending, Loans, Underwriting, Finance, Investors, Real Estate, Investment Properties, Investments, Financial Analysis, Residential Homes, Property Management, Real Estate Development, Negotiation, Credit, REO, Contract Negotiation, Marketing Strategy, Short Sales, Sales, First Time Home Buyers
Education
University of California, Berkeley 1978 — 1982
BA, Economics
Golden Gate University
None, MBA
Matt Granzow's LaSalle Financial Services Experience 2001 - 2007
Job Owner of MG Investment Partners, LLC
Industry Financial Services
Experience
MG Investment Partners, LLC July 2011 - Present
KMG Private Wealth Management, LLC August 2007 - July 2011
LaSalle Financial Services 2001 - 2007
Skills
Mutual Funds, Investments, Marketing, Finance, New Business Development, Management, Portfolio Management, Series 7, Wealth Management, Financial Analysis, Asset Allocation, Strategic Planning, Sales, Securities, Investment Advisory, Insurance, Retirement Planning, Alternative Investments, Strategic Financial..., Customer Service, Estate Planning, Asset Management, Investment Strategies, Sales Management
Education
Ohio University 1997 — 2001
Double Major - Bachelor degree in business administration. Economics Major, Finance and Financial Management Services
Its already on my profile
MG Investment Partners, LLC July 2011 - Present
KMG Private Wealth Management, LLC August 2007 - July 2011
LaSalle Financial Services 2001 - 2007
Skills
Mutual Funds, Investments, Marketing, Finance, New Business Development, Management, Portfolio Management, Series 7, Wealth Management, Financial Analysis, Asset Allocation, Strategic Planning, Sales, Securities, Investment Advisory, Insurance, Retirement Planning, Alternative Investments, Strategic Financial..., Customer Service, Estate Planning, Asset Management, Investment Strategies, Sales Management
Education
Ohio University 1997 — 2001
Double Major - Bachelor degree in business administration. Economics Major, Finance and Financial Management Services
Its already on my profile
Jeff Hendry's LaSalle Financial Services Experience February 2003 - February 2005
Job Financial Analyst at Vantage Oleochemicals
Industry Chemicals
Experience
Vantage Oleochemicals May 2007 - Present
Trapp Financial, LLC February 2005 - April 2007
Lasalle Financial Services February 2003 - February 2005
MassMutual Financial Group June 2002 - November 2002
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Illinois at Urbana-Champaign 1998 — 2002
BA, Finance
Vantage Oleochemicals May 2007 - Present
Trapp Financial, LLC February 2005 - April 2007
Lasalle Financial Services February 2003 - February 2005
MassMutual Financial Group June 2002 - November 2002
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Illinois at Urbana-Champaign 1998 — 2002
BA, Finance
Judy Seidel's LaSalle Financial Services Experience 1996 - 2007
Job Capital Markets Professional
Industry Capital Markets
Experience
LaSalle Financial Services 1996 - 2007
LaSalle Bank 1995 - 2007
Skills
Syndications, Bonds, Capital Markets
Education
University of Illinois at Chicago 1982 — 1983
Business Administration
LaSalle Financial Services 1996 - 2007
LaSalle Bank 1995 - 2007
Skills
Syndications, Bonds, Capital Markets
Education
University of Illinois at Chicago 1982 — 1983
Business Administration
Steve Eaddy's LaSalle Financial Services Experience 2006 - 2007
Job Senior Vice President at Estrada Hinojosa & Company, Inc.
Industry Financial Services
Experience
Estrada Hinojosa & Company, Inc. December 2010 - Present
Cabrera Capital Markets, LLC August 2008 - August 2010
LaSalle Financial Services 2006 - 2007
M.R. Beal and Company 2002 - 2006
MBIA 2001 - 2001
Siebert Brandford Shank LLC 1997 - 2001
Fitch Ratings 1994 - 1997
Standard & Poor's 1989 - 1994
Prudential-Bache Capital Funding 1985 - 1988
Hawkins Delafield & Wood LLP 1981 - 1984
Skills
Alternative Investments
Education
Northwestern University School of Law 1978 — 1981
JD, Law
The Johns Hopkins University 1974 — 1978
BA, Political Science
St. Paul's School 1967 — 1974
HS Diploma
Estrada Hinojosa & Company, Inc. December 2010 - Present
Cabrera Capital Markets, LLC August 2008 - August 2010
LaSalle Financial Services 2006 - 2007
M.R. Beal and Company 2002 - 2006
MBIA 2001 - 2001
Siebert Brandford Shank LLC 1997 - 2001
Fitch Ratings 1994 - 1997
Standard & Poor's 1989 - 1994
Prudential-Bache Capital Funding 1985 - 1988
Hawkins Delafield & Wood LLP 1981 - 1984
Skills
Alternative Investments
Education
Northwestern University School of Law 1978 — 1981
JD, Law
The Johns Hopkins University 1974 — 1978
BA, Political Science
St. Paul's School 1967 — 1974
HS Diploma
kristin love's LaSalle Financial Services Experience 2004 - 2008
Job Experienced Wealth Management Trading and Products Specialist
Industry Financial Services
Experience
HighTower 2008 - February 2015
Lasalle Financial Services 2004 - 2008
Wolfe and Hurst BBI 2001 - April 2005
Skills
Fixed Income, Trading, Investments, Portfolio Management, Financial Analysis, Banking, Equities, Risk Management, Finance, Capital Markets, Asset Based Lending, Bloomberg Terminal, Issue Resolution..., Operations Management, Project Planning, Software Project...
Education
Loyola University Chicago
Business/Corporate Communications
HighTower 2008 - February 2015
Lasalle Financial Services 2004 - 2008
Wolfe and Hurst BBI 2001 - April 2005
Skills
Fixed Income, Trading, Investments, Portfolio Management, Financial Analysis, Banking, Equities, Risk Management, Finance, Capital Markets, Asset Based Lending, Bloomberg Terminal, Issue Resolution..., Operations Management, Project Planning, Software Project...
Education
Loyola University Chicago
Business/Corporate Communications
Wojtek - Albert Wojtyrowski's LaSalle Financial Services Experience June 2001 - October 2002
Job FINANCIAL ADVISOR SENIOR VICE PRESIDENT at PNC
Industry Financial Services
Experience
PNC February 2015 - Present
PNC January 2009 - Present
National City Bank January 2008 - January 2009
Invest Financial October 2002 - January 2008
LaSalle Financial Services June 2001 - October 2002
Education
University of Illinois at Chicago 1995 — 2000
bachelors, finance
PNC February 2015 - Present
PNC January 2009 - Present
National City Bank January 2008 - January 2009
Invest Financial October 2002 - January 2008
LaSalle Financial Services June 2001 - October 2002
Education
University of Illinois at Chicago 1995 — 2000
bachelors, finance
Barbara Wagner Lackey's LaSalle Financial Services Experience April 2000 - June 2007
Job Certified Financial Planner at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services June 2007 - Present
LaSalle Financial Services April 2000 - June 2007
St Paul Federal Bank September 1989 - April 2000
Education
St. Norbert College 1966 — 1970
Bachelor of Arts, French
Raymond James Financial Services June 2007 - Present
LaSalle Financial Services April 2000 - June 2007
St Paul Federal Bank September 1989 - April 2000
Education
St. Norbert College 1966 — 1970
Bachelor of Arts, French
Randy Rai's LaSalle Financial Services Experience 2001 - 2003
Job Internal Consultant at Good Harbor Financial, LLC
Industry Investment Management
Experience
Good Harbor Financial, LLC July 2013 - Present
The Cary Company April 2010 - Present
Diya Candle Shop January 2004 - March 2010
LaSalle Financial Services 2001 - 2003
AXA Advisors 1999 - 2001
American Express 1998 - 1999
Skills
Sales Management, Microsoft Office, Customer Service, New Business Development, Courses in sales..., Sales
Education
Northern Illinois University
Bachelor of Arts (B.A.) / Minor, Political Science and Government / Business Administration
Good Harbor Financial, LLC July 2013 - Present
The Cary Company April 2010 - Present
Diya Candle Shop January 2004 - March 2010
LaSalle Financial Services 2001 - 2003
AXA Advisors 1999 - 2001
American Express 1998 - 1999
Skills
Sales Management, Microsoft Office, Customer Service, New Business Development, Courses in sales..., Sales
Education
Northern Illinois University
Bachelor of Arts (B.A.) / Minor, Political Science and Government / Business Administration