LaSalle St. Securities
Industry: Company
DescriptionFounded: 1974 Subsidiary: Lasalle St. Securities, LLC, Asset Management Arm
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LaSalle St. Securities Employees
Employee
Years
Job
Industry
Kurt Weiper Kurt Weiper's LaSalle St. Securities Experience January 2008 - Present
Job Financial Advisor at LaSalle St. Securities LLC, Member FINRA/SIPC
Industry Financial Services
Experience
LaSalle St. Securities January 2008 - Present
Skills
Investments, Retirement Planning, Customer Service, Portfolio Management, Financial Analysis, Strategic Planning
Education
Indiana University Bloomington 2003 — 2007
BS Business, Accounting and Finance
LaSalle St. Securities January 2008 - Present
Skills
Investments, Retirement Planning, Customer Service, Portfolio Management, Financial Analysis, Strategic Planning
Education
Indiana University Bloomington 2003 — 2007
BS Business, Accounting and Finance
Dean Pelos Dean Pelos's LaSalle St. Securities Experience April 2009 - October 2013
Job Director at Oyster Consulting, LLC | Compliance | Financial Services |
Industry Financial Services
Experience
Oyster Consulting, LLC November 2013 - Present
LaSalle St. Securities April 2009 - October 2013
Sterling Investment Services, Inc. August 1991 - April 2009
Rose and Company Investment Brokers, Inc. September 1986 - December 1989
Skills
Trading Strategies, Equity Trading, Financial Services, Investment Strategies, Institutional Sales, Broker-Dealer, Investments, Retail Sales Experience, Operations Management, Trade Compliance, Account Management, Management, Compliance, Stock Trading, Finance, Bond Trading, Series 7, Series 63, Equities, Hedge Funds, Mutual Funds, Options, Investment Advisory, Asset Allocation, Portfolio Management
Education
DePaul University
Bachelor of Commerce (B.Com.), Finance, General
Oyster Consulting, LLC November 2013 - Present
LaSalle St. Securities April 2009 - October 2013
Sterling Investment Services, Inc. August 1991 - April 2009
Rose and Company Investment Brokers, Inc. September 1986 - December 1989
Skills
Trading Strategies, Equity Trading, Financial Services, Investment Strategies, Institutional Sales, Broker-Dealer, Investments, Retail Sales Experience, Operations Management, Trade Compliance, Account Management, Management, Compliance, Stock Trading, Finance, Bond Trading, Series 7, Series 63, Equities, Hedge Funds, Mutual Funds, Options, Investment Advisory, Asset Allocation, Portfolio Management
Education
DePaul University
Bachelor of Commerce (B.Com.), Finance, General
Austin Kletcke Austin Kletcke's LaSalle St. Securities Experience May 2011 - August 2011
Job Revenue Cycle Analyst at INXPO
Industry Financial Services
Experience
INXPO February 2014 - Present
MB Financial Bank May 2013 - August 2013
Crystal Tree Golf and Country Club May 2005 - August 2012
LaSalle St. Securities May 2011 - August 2011
Abercrombie & Fitch August 2007 - February 2009
Skills
Time Management, Teamwork, Sales, Leadership, Microsoft Office, Communication Skills, Customer Service, SAP, Underwriting, Derivatives, Investments, Corporate Finance
Education
Northern Illinois University 2009 — 2013
Bachelor of Science in Finance, Finance, General
INXPO February 2014 - Present
MB Financial Bank May 2013 - August 2013
Crystal Tree Golf and Country Club May 2005 - August 2012
LaSalle St. Securities May 2011 - August 2011
Abercrombie & Fitch August 2007 - February 2009
Skills
Time Management, Teamwork, Sales, Leadership, Microsoft Office, Communication Skills, Customer Service, SAP, Underwriting, Derivatives, Investments, Corporate Finance
Education
Northern Illinois University 2009 — 2013
Bachelor of Science in Finance, Finance, General
Jason Walsh Jason Walsh's LaSalle St. Securities Experience January 2005 - January 2011
Job Corporate Strategist & Tax Reduction Specialist
Industry Financial Services
Experience
Longtin Family Companies January 2010 - Present
Packard Business Consulting & Wealth Management February 1993 - Present
Illinois Cannabis Alliance November 2013 - Present
Wellness Farms 2014 - 2015
Wellness Farms 2014 - 2015
LaSalle St. Securities January 2005 - January 2011
Skills
Investments, Financial Advisory, Portfolio Management, Financial Analysis, Finance, Securities, Options, Small Business, Financial Markets, Wealth Management, Equities, Retirement Planning, Series 7, Listening to your pain..., Entrepreneurship, Strategy, Customer Service, Strategic Planning, Management, Team Building, Negotiation, Sales Management
Education
Eastern Illinois University 1985 — 1990
Bachelor of Arts (B.A.), Political Science
HF High School
Longtin Family Companies January 2010 - Present
Packard Business Consulting & Wealth Management February 1993 - Present
Illinois Cannabis Alliance November 2013 - Present
Wellness Farms 2014 - 2015
Wellness Farms 2014 - 2015
LaSalle St. Securities January 2005 - January 2011
Skills
Investments, Financial Advisory, Portfolio Management, Financial Analysis, Finance, Securities, Options, Small Business, Financial Markets, Wealth Management, Equities, Retirement Planning, Series 7, Listening to your pain..., Entrepreneurship, Strategy, Customer Service, Strategic Planning, Management, Team Building, Negotiation, Sales Management
Education
Eastern Illinois University 1985 — 1990
Bachelor of Arts (B.A.), Political Science
HF High School
Joseph Moy's LaSalle St. Securities Experience October 2007 - September 2012
Job JCM Management
Industry Management Consulting
Experience
JCM Management Company October 2012 - Present
LaSalle St. Securities October 2007 - September 2012
Fifth Third Securities February 2007 - 2007
Skills
Financial Advisory, Wealth Advisory, Wealth, 401k, Financial Services, Hedge Funds, Asset Management
Education
Northeastern Illinois University
BS, Finance
JCM Management Company October 2012 - Present
LaSalle St. Securities October 2007 - September 2012
Fifth Third Securities February 2007 - 2007
Skills
Financial Advisory, Wealth Advisory, Wealth, 401k, Financial Services, Hedge Funds, Asset Management
Education
Northeastern Illinois University
BS, Finance
Sue Dukeman, CLTC's LaSalle St. Securities Experience June 1998 - May 2004
Job Long Term Care Insurance Consultant
Industry Insurance
Experience
Indiana University December 2008 - Present
Raymond James Financial Services, Inc. May 2004 - Present
LaSalle St Securities June 1998 - May 2004
Skills
Retirement, Strategic Financial..., Long-term Care, Life Insurance, Retirement Planning, Fixed Annuities, Investments, Long Term Care Insurance, Insurance, Term Life Insurance, Health Insurance, 401k, Employee Benefits, Series 7, Disability Insurance, Risk Management, Financial Planners, Benefits Administration, Financial Analysis, Wealth, Finance
Education
Indiana University Bloomington 1981 — 1985
Bachelor's degree, Marketing
Indiana University Bloomington 1981 — 1985
BS, Marketing
Indiana University December 2008 - Present
Raymond James Financial Services, Inc. May 2004 - Present
LaSalle St Securities June 1998 - May 2004
Skills
Retirement, Strategic Financial..., Long-term Care, Life Insurance, Retirement Planning, Fixed Annuities, Investments, Long Term Care Insurance, Insurance, Term Life Insurance, Health Insurance, 401k, Employee Benefits, Series 7, Disability Insurance, Risk Management, Financial Planners, Benefits Administration, Financial Analysis, Wealth, Finance
Education
Indiana University Bloomington 1981 — 1985
Bachelor's degree, Marketing
Indiana University Bloomington 1981 — 1985
BS, Marketing
Roger Keith's LaSalle St. Securities Experience August 2003 - Present
Job Branch Manager at LaSalle St. Securities
Industry Financial Services
Experience
LaSalle St. Securities August 2003 - Present
Keith Investment Counsel January 1998 - Present
Commonwealth Financial Network January 1998 - February 2003
The Advisors Group, Inc September 1991 - January 1998
A.G. Edwards June 1988 - August 1991
Skills
Asset Management for...
Education
Boston College 1969 — 1971
Master of Education (MEd)
Boston College 1962 — 1967
Bachelor of Arts (B.A.), History
LaSalle St. Securities August 2003 - Present
Keith Investment Counsel January 1998 - Present
Commonwealth Financial Network January 1998 - February 2003
The Advisors Group, Inc September 1991 - January 1998
A.G. Edwards June 1988 - August 1991
Skills
Asset Management for...
Education
Boston College 1969 — 1971
Master of Education (MEd)
Boston College 1962 — 1967
Bachelor of Arts (B.A.), History
Danny Outlaw Danny Outlaw's LaSalle St. Securities Experience May 1994 - October 1996
Job Banking Professional
Industry Banking
Experience
Washington Mutual Bank May 1998 - April 2009
Union Bank of California October 1996 - May 1997
LaSalle St. Securities May 1994 - October 1996
Gerald Commodities September 1989 - April 1994
The Law Offices of Jesse Outlaw August 1988 - August 1989
Skills
Account Reconciliation, Mutual Funds, Investments, Accounting, Internal Audit, Data Entry, Financial Analysis, Administrative..., Finance, Portfolio Management, Financial Services
Education
Eastern Illinois University
Washington Mutual Bank May 1998 - April 2009
Union Bank of California October 1996 - May 1997
LaSalle St. Securities May 1994 - October 1996
Gerald Commodities September 1989 - April 1994
The Law Offices of Jesse Outlaw August 1988 - August 1989
Skills
Account Reconciliation, Mutual Funds, Investments, Accounting, Internal Audit, Data Entry, Financial Analysis, Administrative..., Finance, Portfolio Management, Financial Services
Education
Eastern Illinois University
Teresa Pallone's LaSalle St. Securities Experience
Job Financial Advisor at LaSalle St. Securities
Industry Financial Services
Experience
LaSalle St. Securities
Skills
Series 7, Series 63, Securities, Investments
Education
Ball State University
LaSalle St. Securities
Skills
Series 7, Series 63, Securities, Investments
Education
Ball State University
Adam Kenworthy's LaSalle St. Securities Experience December 2007 - Present
Job at LaSalle St. Securities, LLC
Industry Financial Services
Experience
LaSalle St. Securities December 2007 - Present
Skills
Retirement Planning, Wealth Management, Estate Planning, Financial Planning, Investment Advisory, Portfolio Management, IRAs, 401k Rollovers, College Savings Plans, Variable Annuities, 401k, Life Insurance
Education
Indiana University Bloomington 2004 — 2007
Bachelor of Science in Business, Kelley School of Business
Western High School
Honors Degree
LaSalle St. Securities December 2007 - Present
Skills
Retirement Planning, Wealth Management, Estate Planning, Financial Planning, Investment Advisory, Portfolio Management, IRAs, 401k Rollovers, College Savings Plans, Variable Annuities, 401k, Life Insurance
Education
Indiana University Bloomington 2004 — 2007
Bachelor of Science in Business, Kelley School of Business
Western High School
Honors Degree
Bill Doran Bill Doran's LaSalle St. Securities Experience January 1999 - December 2005
Job Mortgage Loan OriginatorHawthorne Creditt Union
Industry Financial Services
Experience
Hawthorne Credit Union DBA Hawthorne Mortgage Services January 2011 - Present
Doran Residential Appraisals January 2002 - Present
Kimball & Cross Investment Management January 2006 - December 2007
LaSalle St. Securities January 1999 - December 2005
Education
University of Nevada-Las Vegas
Hawthorne Credit Union DBA Hawthorne Mortgage Services January 2011 - Present
Doran Residential Appraisals January 2002 - Present
Kimball & Cross Investment Management January 2006 - December 2007
LaSalle St. Securities January 1999 - December 2005
Education
University of Nevada-Las Vegas
Jason Frank, CFP® Jason Frank, CFP®'s LaSalle St. Securities Experience March 1996 - Present
Job Financial Advisor at Frank Financial Group
Industry Financial Services
Experience
Frank Financial Group June 2005 - Present
LaSalle St. Securities March 1996 - Present
Skills
Retirement Planning, Asset Management, College Savings Plans, Long Term Care Insurance, Estate Planning, Financial Education, Investments, Asset Allocation
Education
The American College 2003 — 2004
Ball State University 1996 — 1998
Southern Wells High School 1992 — 1996
Frank Financial Group June 2005 - Present
LaSalle St. Securities March 1996 - Present
Skills
Retirement Planning, Asset Management, College Savings Plans, Long Term Care Insurance, Estate Planning, Financial Education, Investments, Asset Allocation
Education
The American College 2003 — 2004
Ball State University 1996 — 1998
Southern Wells High School 1992 — 1996
Loren Newman Loren Newman's LaSalle St. Securities Experience 1995 - 2002
Job Independent Financial Services Professional
Industry Financial Services
Experience
Chicagotradingcoach 2013 - Present
Chicagotrading.org Trader DevelopmentInternational Trading Group2002 - 2009
lasalle st. securities 1995 - 2002
Education
University of Arizona
B.A
Chicagotradingcoach 2013 - Present
Chicagotrading.org Trader DevelopmentInternational Trading Group2002 - 2009
lasalle st. securities 1995 - 2002
Education
University of Arizona
B.A
Byron Crowe Byron Crowe's LaSalle St. Securities Experience 1997 - 2006
Job CEO at Paulson Investment
Industry Financial Services
Experience
Paulson Investment Company, LLC 2014 - Present
Benman Administration, LLC 2014 - 2014
Advanced Equities, Inc. 2006 - 2013
LaSalle St. Securities 1997 - 2006
Education
University of Iowa - Henry B. Tippie College of Business 1983 — 1986
Paulson Investment Company, LLC 2014 - Present
Benman Administration, LLC 2014 - 2014
Advanced Equities, Inc. 2006 - 2013
LaSalle St. Securities 1997 - 2006
Education
University of Iowa - Henry B. Tippie College of Business 1983 — 1986
Todd Morgan Todd Morgan's LaSalle St. Securities Experience September 1988 - Present
Job Vice President Investments Branch Manager at LaSalle St. Securities
Industry Financial Services
Experience
Village of Frankfort Trustee June 2001 - Present
LaSalle St. Securities September 1988 - Present
Education
Ferris State University
BS degree in Marketing, with a minor cocentration in Economics
Village of Frankfort Trustee June 2001 - Present
LaSalle St. Securities September 1988 - Present
Education
Ferris State University
BS degree in Marketing, with a minor cocentration in Economics
Harold Crowell Harold Crowell's LaSalle St. Securities Experience October 1995 - January 2013
Job Presenter for VectorVest Stock Analysis & Research Software
Industry Computer Software
Experience
VectorVest, Inc February 2014 - Present
LaSalle St. Securities October 1995 - January 2013
Plainville Baptist Church January 1980 - January 1995
Skills
Investments, Managing Investment..., Diversifying Portfolios, Investment Research, Stress-Free Investing, Risk Management, Investment Analysis, Counseling/Coaching, Collaborative Problem..., Newsletter Writing, Sound Judgement, US Stock Markets, Wealth Management, Wealth Preservation..., Goal Setting, Achieving Financial..., Publishing, Editing, Editorials, Risk Avoidance..., Public Speaking, Presentations
Education
Liberty University
Bachelor of Science (BS), Missiology (Missionary Work), Graduated with honors
King Philip Regional High School 1969 — 1972
High School Diploma
VectorVest, Inc February 2014 - Present
LaSalle St. Securities October 1995 - January 2013
Plainville Baptist Church January 1980 - January 1995
Skills
Investments, Managing Investment..., Diversifying Portfolios, Investment Research, Stress-Free Investing, Risk Management, Investment Analysis, Counseling/Coaching, Collaborative Problem..., Newsletter Writing, Sound Judgement, US Stock Markets, Wealth Management, Wealth Preservation..., Goal Setting, Achieving Financial..., Publishing, Editing, Editorials, Risk Avoidance..., Public Speaking, Presentations
Education
Liberty University
Bachelor of Science (BS), Missiology (Missionary Work), Graduated with honors
King Philip Regional High School 1969 — 1972
High School Diploma
David Stayer's LaSalle St. Securities Experience May 2009 - December 2009
Job Strategic Account Executive at TEKsystems
Industry Information Technology and Services
Experience
TEKsystems July 2010 - Present
TEKsystems December 2009 - June 2010
LaSalle St. Securities May 2009 - December 2009
Skills
Staff Augmentation, Recruiting, Telecommunications, Networking, Temporary Placement, Staffing Services, Technical Recruiting, Information Technology, IT Outsourcing, Infrastructure
Education
Indiana University Bloomington 2005 — 2009
Marketing, Business
TEKsystems July 2010 - Present
TEKsystems December 2009 - June 2010
LaSalle St. Securities May 2009 - December 2009
Skills
Staff Augmentation, Recruiting, Telecommunications, Networking, Temporary Placement, Staffing Services, Technical Recruiting, Information Technology, IT Outsourcing, Infrastructure
Education
Indiana University Bloomington 2005 — 2009
Marketing, Business
Zachary J. Hanlon's LaSalle St. Securities Experience June 2013 - August 2013
Job Investment Banking Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2015 - Present
BMO Capital Markets June 2014 - August 2014
Focus Capital Advisors June 2013 - August 2013
LaSalle St. Securities June 2013 - August 2013
LarMar Foods June 2011 - July 2011
Skills
Microsoft Office, Financial Markets, Bloomberg Terminal
Education
University of Wisconsin-Madison 2012 — 2015
Bachelor’s Degree, Finance, Investment & Banking
Illinois Wesleyan University 2011 — 2011
Business Administration
Providence Catholic High School 2007 — 2011
High School
BMO Capital Markets July 2015 - Present
BMO Capital Markets June 2014 - August 2014
Focus Capital Advisors June 2013 - August 2013
LaSalle St. Securities June 2013 - August 2013
LarMar Foods June 2011 - July 2011
Skills
Microsoft Office, Financial Markets, Bloomberg Terminal
Education
University of Wisconsin-Madison 2012 — 2015
Bachelor’s Degree, Finance, Investment & Banking
Illinois Wesleyan University 2011 — 2011
Business Administration
Providence Catholic High School 2007 — 2011
High School
Anastasia Kilias Anastasia Kilias's LaSalle St. Securities Experience April 2012 - August 2013
Job VP Sales at Packard Business Consulting
Industry Financial Services
Experience
LaSalle St. Securities April 2012 - August 2013
Van Kampen Investments February 2003 - January 2007
Van Kampen Investments February 2000 - February 2003
Van Kampen Investments January 1997 - December 1999
Van Kampen Investments July 1995 - December 1996
Van Kampen Investments July 1994 - June 1995
Skills
Investments, Retirement, Wealth Management, Recruiting, Mutual Funds, Portfolio Management, Series 7 and Series 63...
Education
DePaul University 1990 — 1994
Bachelor's degree, Finance
DePaul University 1990 — 1994
Bachelor's degree, Finance
LaSalle St. Securities April 2012 - August 2013
Van Kampen Investments February 2003 - January 2007
Van Kampen Investments February 2000 - February 2003
Van Kampen Investments January 1997 - December 1999
Van Kampen Investments July 1995 - December 1996
Van Kampen Investments July 1994 - June 1995
Skills
Investments, Retirement, Wealth Management, Recruiting, Mutual Funds, Portfolio Management, Series 7 and Series 63...
Education
DePaul University 1990 — 1994
Bachelor's degree, Finance
DePaul University 1990 — 1994
Bachelor's degree, Finance
Patrick Billie, CFE's LaSalle St. Securities Experience June 2011 - August 2011
Job Compliance Examiner II at National Futures Association
Industry Financial Services
Experience
National Futures Association January 2014 - Present
Mercer Investment Consulting January 2012 - December 2013
University of Illinois at Urbana-Champaign August 2007 - December 2011
LaSalle St. Securities June 2011 - August 2011
Village of Frankfort June 2007 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Finance, Financial Analysis, Microsoft Word, Data Analysis, Public Speaking, Social Media, Analysis, Futures Trading, Trade Compliance
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Economics, Business Economics
National Futures Association January 2014 - Present
Mercer Investment Consulting January 2012 - December 2013
University of Illinois at Urbana-Champaign August 2007 - December 2011
LaSalle St. Securities June 2011 - August 2011
Village of Frankfort June 2007 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Finance, Financial Analysis, Microsoft Word, Data Analysis, Public Speaking, Social Media, Analysis, Futures Trading, Trade Compliance
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Economics, Business Economics
ANASTASIYA OLIYAR's LaSalle St. Securities Experience May 2009 - Present
Job Chief Compliance Officer CCO at LaSalle St. Investment Advisors, LLC
Industry Financial Services
Experience
LaSalle St. Investment Advisors, LLC May 2013 - Present
Tilden, Loucks & Woodnorth, LLC May 2013 - Present
LaSalle St. Securities May 2009 - Present
LaSalle St. Securities May 2008 - May 2013
LaSalle St. Securities, LLC February 2006 - May 2008
LaSalle St. Securities, LLC June 2005 - February 2006
Skills
FBSI, Series 63, Series 24, CRD, Series 7, Streetscape, Branch Audits, Series 66, Securities
Education
DePaul University 2001 — 2005
Bachelor of Science (B.S.), Finance, General
LaSalle St. Investment Advisors, LLC May 2013 - Present
Tilden, Loucks & Woodnorth, LLC May 2013 - Present
LaSalle St. Securities May 2009 - Present
LaSalle St. Securities May 2008 - May 2013
LaSalle St. Securities, LLC February 2006 - May 2008
LaSalle St. Securities, LLC June 2005 - February 2006
Skills
FBSI, Series 63, Series 24, CRD, Series 7, Streetscape, Branch Audits, Series 66, Securities
Education
DePaul University 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Tim Qipei Xie Tim Qipei Xie's LaSalle St. Securities Experience December 2012 - Present
Job Analyst at LaSalle St. Securities, LLC
Industry Financial Services
Experience
LaSalle St. Securities December 2012 - Present
Knights Investment Group June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Access, Financial Modeling, Microsoft Office, Economics, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, SQL, Social Media, Public Speaking, HTML, Accounting, English, Windows, Photoshop, C#, Data Mining, Python, Matlab, C++, Java
Education
Illinois Institute of Technology 2011 — 2013
Master of Science (M.S.), Finance, General
Wuhan University 2007 — 2011
Bachelor of Arts (B.A.) in Economics; Bachelor of Science (B.S.) in Mathematics, Mathematical Finance Experimental Class
LaSalle St. Securities December 2012 - Present
Knights Investment Group June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Access, Financial Modeling, Microsoft Office, Economics, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, SQL, Social Media, Public Speaking, HTML, Accounting, English, Windows, Photoshop, C#, Data Mining, Python, Matlab, C++, Java
Education
Illinois Institute of Technology 2011 — 2013
Master of Science (M.S.), Finance, General
Wuhan University 2007 — 2011
Bachelor of Arts (B.A.) in Economics; Bachelor of Science (B.S.) in Mathematics, Mathematical Finance Experimental Class
Toby Meisenheimer, CFP®'s LaSalle St. Securities Experience November 2011 - Present
Job Lefty pingpong player, adoptive dad of 5, and Chief Ideator and Founder of Streamline Financial Services
Industry Financial Services
Experience
Streamline Financial Services August 1998 - Present
LaSalle St. Securities November 2011 - Present
Valley Christian High School August 1996 - June 1998
Skills
Investments, Retirement Planning, Finance, Coaching, Public Speaking, Mentoring, Entrepreneurial Skills, Retirement Income..., Income Protection, Listening Skills, Retirement, Wealth, Portfolio Management, Entrepreneurship, Trusts, Strategic Financial..., Pensions, Securities, Investment Advisory, Mutual Funds, Estate Planning, Financial Advisory, Insurance, Financial Services, Wealth Management, Strategy, Small Business
Education
Wheaton College 1992 — 1996
BA, Communications, Education, Math
College for Financial Planning 2002 — 2007
Certified Financial Planner, Financial Planning and Services
Streamline Financial Services August 1998 - Present
LaSalle St. Securities November 2011 - Present
Valley Christian High School August 1996 - June 1998
Skills
Investments, Retirement Planning, Finance, Coaching, Public Speaking, Mentoring, Entrepreneurial Skills, Retirement Income..., Income Protection, Listening Skills, Retirement, Wealth, Portfolio Management, Entrepreneurship, Trusts, Strategic Financial..., Pensions, Securities, Investment Advisory, Mutual Funds, Estate Planning, Financial Advisory, Insurance, Financial Services, Wealth Management, Strategy, Small Business
Education
Wheaton College 1992 — 1996
BA, Communications, Education, Math
College for Financial Planning 2002 — 2007
Certified Financial Planner, Financial Planning and Services
Craig Gallegos's LaSalle St. Securities Experience November 2000 - May 2007
Job Mortgage Banker at Alliance Financial Resources
Industry Financial Services
Experience
Alliance Financial Resources September 2011 - Present
Land Home Financial Services November 2010 - September 2011
Coastal Credit Solutions November 2009 - November 2010
LaSalle St. Securities November 2000 - May 2007
Barron Chase September 1990 - October 2000
Skills
Mortgage Lending, Refinance, Mortgage Banking, FHA, Residential Mortgages, Loans, First Time Home Buyers, Investment Properties, Loan Origination, VA loans, Real Estate Transactions, Portfolio Management, Investments, Sales, Credit, Finance, Real Estate, Real Estate Financing, Reverse Mortgages, FHA financing, USDA, FHA Financing, VA Loans
Education
DeVry University 1986 — 1989
BS, Business Operations
Alliance Financial Resources September 2011 - Present
Land Home Financial Services November 2010 - September 2011
Coastal Credit Solutions November 2009 - November 2010
LaSalle St. Securities November 2000 - May 2007
Barron Chase September 1990 - October 2000
Skills
Mortgage Lending, Refinance, Mortgage Banking, FHA, Residential Mortgages, Loans, First Time Home Buyers, Investment Properties, Loan Origination, VA loans, Real Estate Transactions, Portfolio Management, Investments, Sales, Credit, Finance, Real Estate, Real Estate Financing, Reverse Mortgages, FHA financing, USDA, FHA Financing, VA Loans
Education
DeVry University 1986 — 1989
BS, Business Operations
James A. Hyerczyk James A. Hyerczyk's LaSalle St. Securities Experience 2000 - 2006
Job Publisher The Pattern, Price & Time Report
Industry Financial Services
Experience
The Pattern, Price & Time Report January 1982 - Present
Investopedia ULC 2008 - Present
Autochartist.com September 2010 - April 2013
TradingMarkets.com 2009 - July 2012
ForexTV.com 2008 - 2009
Bloomberg 2008 - 2008
The NKO Group 2006 - 2008
LaSalle St. Securities 2000 - 2006
The Hightower Report 1991 - 1996
Chicago Mercantile Exchange 1989 - 1992
Skills
Trading, Technical Analysis, Financial Markets, Equities, Investments, Equity Trading, Trading Strategies, Securities, FX trading, Stocks, Commodity, Trading Systems, Currency, Economics, ETFs, Proprietary Trading, Analysis, Electronic Trading, Equity Research, Asset Management, Investment Strategies, Series 7, Statistics, Market Data, FX, Industry Analysis, Commodities, Excel, Financial Planning, Risk
Education
Illinois Institute of Technology 1994 — 1996
MS, Financial Markets & Trading
Saint Xavier University 1979 — 1982
B.A., Business Administration
Benedictine University 1978 — 1979
Field of Study, Economics and Accounting
St. Laurence 1974 — 1978
High School Diploma, College Prep Curriculum
A.A. Stagg High School
The Pattern, Price & Time Report January 1982 - Present
Investopedia ULC 2008 - Present
Autochartist.com September 2010 - April 2013
TradingMarkets.com 2009 - July 2012
ForexTV.com 2008 - 2009
Bloomberg 2008 - 2008
The NKO Group 2006 - 2008
LaSalle St. Securities 2000 - 2006
The Hightower Report 1991 - 1996
Chicago Mercantile Exchange 1989 - 1992
Skills
Trading, Technical Analysis, Financial Markets, Equities, Investments, Equity Trading, Trading Strategies, Securities, FX trading, Stocks, Commodity, Trading Systems, Currency, Economics, ETFs, Proprietary Trading, Analysis, Electronic Trading, Equity Research, Asset Management, Investment Strategies, Series 7, Statistics, Market Data, FX, Industry Analysis, Commodities, Excel, Financial Planning, Risk
Education
Illinois Institute of Technology 1994 — 1996
MS, Financial Markets & Trading
Saint Xavier University 1979 — 1982
B.A., Business Administration
Benedictine University 1978 — 1979
Field of Study, Economics and Accounting
St. Laurence 1974 — 1978
High School Diploma, College Prep Curriculum
A.A. Stagg High School
Shannon Schlesser's LaSalle St. Securities Experience May 2010 - January 2011
Job Account Manager at Turn
Industry Marketing and Advertising
Experience
Turn June 2015 - Present
Deloitte June 2013 - June 2015
Deloitte September 2011 - June 2013
LaSalle St. Securities May 2010 - January 2011
Trimarco, Radedcich, Schwartz & Mrazek, CPAs August 2010 - September 2010
Skills
Enterprise Risk..., Financial Risk, Contract Risk &..., Third Party Risk..., Software Licensing..., Risk Assessment, Project Management, Royalty Reviews, Event Planning, IT Audit, Management Consulting, Microsoft Office, Software Auditing, Business Process, Consulting, Risk Management, Microsoft Excel
Education
Marquette University 2007 — 2011
Bachelor of Science in Business Administration, Accounting, International Business, Spanish Language & Literature
Turn June 2015 - Present
Deloitte June 2013 - June 2015
Deloitte September 2011 - June 2013
LaSalle St. Securities May 2010 - January 2011
Trimarco, Radedcich, Schwartz & Mrazek, CPAs August 2010 - September 2010
Skills
Enterprise Risk..., Financial Risk, Contract Risk &..., Third Party Risk..., Software Licensing..., Risk Assessment, Project Management, Royalty Reviews, Event Planning, IT Audit, Management Consulting, Microsoft Office, Software Auditing, Business Process, Consulting, Risk Management, Microsoft Excel
Education
Marquette University 2007 — 2011
Bachelor of Science in Business Administration, Accounting, International Business, Spanish Language & Literature
Paul Stolarczuk's LaSalle St. Securities Experience May 2007 - May 2008
Job Finance
Industry Financial Services
Experience
BKD CPAs & Advisors January 2009 - April 2009
LaSalle St. Securities May 2007 - May 2008
Crowe Horwath International - Global Corporate Advisors (GCA) June 2006 - August 2006
Apparatus July 2005 - August 2005
Wood-Mizer Products June 2004 - August 2004
Skills
Tax, Accounting, Investments, Portfolio Management, Market Research, International Marketing, Financial Analysis, Financial Accounting, Strategic Financial..., GAAP, Financial Reporting, Financial Modeling, General Ledger, Internal Controls, Peachtree, Cash Flow, Account Reconciliation, QuickBooks, Sarbanes-Oxley Act, Financial Planners
Education
Indiana University - Kelley School of Business 2008 — 2010
Accounting
Wabash College 2003 — 2007
Bachelor of Arts, Economics, Political Science and German
BKD CPAs & Advisors January 2009 - April 2009
LaSalle St. Securities May 2007 - May 2008
Crowe Horwath International - Global Corporate Advisors (GCA) June 2006 - August 2006
Apparatus July 2005 - August 2005
Wood-Mizer Products June 2004 - August 2004
Skills
Tax, Accounting, Investments, Portfolio Management, Market Research, International Marketing, Financial Analysis, Financial Accounting, Strategic Financial..., GAAP, Financial Reporting, Financial Modeling, General Ledger, Internal Controls, Peachtree, Cash Flow, Account Reconciliation, QuickBooks, Sarbanes-Oxley Act, Financial Planners
Education
Indiana University - Kelley School of Business 2008 — 2010
Accounting
Wabash College 2003 — 2007
Bachelor of Arts, Economics, Political Science and German
James Harster's LaSalle St. Securities Experience February 2001 - Present
Job Branch Manager LaSalle St. Securities Securities offered through LaSalle St. Securities LLC, member FINRA/ SIPC
Industry Investment Management
Experience
LaSalle St. Securities February 2001 - Present
Skills
Investments
Education
Franklin University
LaSalle St. Securities February 2001 - Present
Skills
Investments
Education
Franklin University
Sharon A. Kase's LaSalle St. Securities Experience 1999 - 2006
Job Exact Software Admin and Project Analyst at ASK Products, Inc.
Industry Electrical/Electronic Manufacturing
Experience
ASK Power November 2012 - Present
Advanced Equities, Inc. May 2011 - November 2012
ASK Products September 2009 - May 2011
Citadel Solutions December 2007 - September 2009
Chicago Administration September 2007 - December 2007
Trident Financial Services, LLC April 2006 - August 2007
LaSalle St. Securities 1999 - 2006
Patient Results Network 1997 - 1999
Systems Imagineering, Inc. 1994 - 1997
CGM Financial, Ltd. 1982 - 1994
Skills
Project Management, Marketing, Venture Capital, Program Management, Private Equity, Investor Relations, Financial Analysis, Salesforce.com, Microsoft Excel, Business Strategy, Training, Risk Management, Strategy
Education
DePaul University 1986 — 1991
Business, Business Administration and Management, General
Queen of Peace Highschool 1972 — 1976
ASK Power November 2012 - Present
Advanced Equities, Inc. May 2011 - November 2012
ASK Products September 2009 - May 2011
Citadel Solutions December 2007 - September 2009
Chicago Administration September 2007 - December 2007
Trident Financial Services, LLC April 2006 - August 2007
LaSalle St. Securities 1999 - 2006
Patient Results Network 1997 - 1999
Systems Imagineering, Inc. 1994 - 1997
CGM Financial, Ltd. 1982 - 1994
Skills
Project Management, Marketing, Venture Capital, Program Management, Private Equity, Investor Relations, Financial Analysis, Salesforce.com, Microsoft Excel, Business Strategy, Training, Risk Management, Strategy
Education
DePaul University 1986 — 1991
Business, Business Administration and Management, General
Queen of Peace Highschool 1972 — 1976
Saju Bahuleyan's LaSalle St. Securities Experience March 1999 - June 2008
Job Managing Director Supervisory Control Testing at Charles Schwab & Co
Industry Financial Services
Experience
Charles Schwab & Co December 2014 - Present
Charles Schwab & Co January 2014 - November 2014
Advanced Equities Late Stage Opportunities Fund I, LLC November 2010 - December 2013
Advanced Equities, Inc. July 2010 - November 2012
Advanced Equities Inc. February 2010 - November 2012
PEAK6 Investments, L.P. June 2008 - February 2010
LaSalle St. Securities, LLC October 2004 - June 2008
LaSalle St. Securities March 1999 - June 2008
LaSalle St. Securities October 1997 - March 1999
Saperston Financial Inc January 1992 - October 1997
Skills
Series 7, Series 65, Series 24, Series 4, Series 27, Series 55, Series 63, FINRA, Equities, Alternative Investments, Private Equity, Mutual Funds, Securities, Options, Due Diligence, Financial Risk, Finance, Investments, Trading
Education
Canisius College 1992 — 1997
MBA, Finance
Calasanctius School
Charles Schwab & Co December 2014 - Present
Charles Schwab & Co January 2014 - November 2014
Advanced Equities Late Stage Opportunities Fund I, LLC November 2010 - December 2013
Advanced Equities, Inc. July 2010 - November 2012
Advanced Equities Inc. February 2010 - November 2012
PEAK6 Investments, L.P. June 2008 - February 2010
LaSalle St. Securities, LLC October 2004 - June 2008
LaSalle St. Securities March 1999 - June 2008
LaSalle St. Securities October 1997 - March 1999
Saperston Financial Inc January 1992 - October 1997
Skills
Series 7, Series 65, Series 24, Series 4, Series 27, Series 55, Series 63, FINRA, Equities, Alternative Investments, Private Equity, Mutual Funds, Securities, Options, Due Diligence, Financial Risk, Finance, Investments, Trading
Education
Canisius College 1992 — 1997
MBA, Finance
Calasanctius School
Erik Bishop's LaSalle St. Securities Experience October 2005 - December 2008
Job President at South Florida Golf Club
Industry Financial Services
Experience
Vulture Properties LLC August 2011 - Present
South Florida Golf Club May 2010 - Present
Newbridge Securities December 2008 - June 2010
LaSalle St. Securities October 2005 - December 2008
Skills
Series 7, Alternative Investments, Investments, Equities, IPO, Series 24
Education
Broward Community College 1999 — 2001
AA
Johnson and Lipman
finance
Vulture Properties LLC August 2011 - Present
South Florida Golf Club May 2010 - Present
Newbridge Securities December 2008 - June 2010
LaSalle St. Securities October 2005 - December 2008
Skills
Series 7, Alternative Investments, Investments, Equities, IPO, Series 24
Education
Broward Community College 1999 — 2001
AA
Johnson and Lipman
finance
Tom Rinek's LaSalle St. Securities Experience November 2004 - October 2010
Job Financial Advisor at Bridgeview Wealth Management
Industry Financial Services
Experience
Bridgeview Wealth Management November 2004 - Present
LaSalle St. Securities November 2004 - October 2010
MetLife December 1992 - November 2004
Education
Butler University - College of Business Administration 1969 — 1973
B.S. in Business Administration
Wayland Academy 1967 — 1969
Bridgeview Wealth Management November 2004 - Present
LaSalle St. Securities November 2004 - October 2010
MetLife December 1992 - November 2004
Education
Butler University - College of Business Administration 1969 — 1973
B.S. in Business Administration
Wayland Academy 1967 — 1969
Larry Embling's LaSalle St. Securities Experience Benefits SpecialistHealy Group InsuranceMarch 2001 - August 2007
Job Advisor at LaSalle St. Securities
Industry Financial Services
Experience
LaSalle St. Securities Benefits SpecialistHealy Group InsuranceMarch 2001 - August 2007
Education
Central College 1964 — 1968
BA, Economics, Business
LaSalle St. Securities Benefits SpecialistHealy Group InsuranceMarch 2001 - August 2007
Education
Central College 1964 — 1968
BA, Economics, Business
Matthew Schultz's LaSalle St. Securities Experience January 2008 - April 2011
Job Associate Energy Investment Banking at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2014 - Present
Raymond James Financial Inc. August 2013 - September 2014
LaSalle St. Securities January 2008 - April 2011
Texas Instruments January 2002 - June 2002
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Portfolio Management, Investments, Valuation, Corporate Finance, Asset Management, Finance, Equities, Risk Management, Capital Markets, Due Diligence, Business Valuation, Options
Education
Darden Graduate School of Business Administration 2011 — 2013
MBA
Indiana University Bloomington 2003 — 2007
BS, Finance
Robert W. Baird & Co. September 2014 - Present
Raymond James Financial Inc. August 2013 - September 2014
LaSalle St. Securities January 2008 - April 2011
Texas Instruments January 2002 - June 2002
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Portfolio Management, Investments, Valuation, Corporate Finance, Asset Management, Finance, Equities, Risk Management, Capital Markets, Due Diligence, Business Valuation, Options
Education
Darden Graduate School of Business Administration 2011 — 2013
MBA
Indiana University Bloomington 2003 — 2007
BS, Finance
Heather Carava's LaSalle St. Securities Experience November 2001 - April 2004
Job VP Alternative Investments at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company December 2011 - Present
TD Ameritrade (formerly thinkorswim Inc.) July 2006 - April 2010
TD Ameritrade (formerly thinkorswim Inc.) April 2004 - July 2006
LaSalle St. Securities November 2001 - April 2004
TD Waterhouse January 2001 - September 2001
Prudential May 2000 - December 2000
Skills
Problem Resolution, Quantitative Analysis, Retirements Knowledge, Operations Management, Financial Analysis, Asset Allocation, Process Improvement, Change Management, Series 7, Web Design, Series 63, Series 24, Investments, Options, Securities, Trading, Equities, Mutual Funds, Investment Advisory, Alternative Investments, Strategic Financial..., Portfolio Management, Wealth Management, Series 65, Problem Solving
Education
University of Phoenix 2004 — 2006
MBA, Business Administration
University of Illinois at Urbana-Champaign 1998 — 2000
Bachelor of Arts, Economics
Parkland College 1995 — 1998
Associates, Accounting
Millennium Trust Company December 2011 - Present
TD Ameritrade (formerly thinkorswim Inc.) July 2006 - April 2010
TD Ameritrade (formerly thinkorswim Inc.) April 2004 - July 2006
LaSalle St. Securities November 2001 - April 2004
TD Waterhouse January 2001 - September 2001
Prudential May 2000 - December 2000
Skills
Problem Resolution, Quantitative Analysis, Retirements Knowledge, Operations Management, Financial Analysis, Asset Allocation, Process Improvement, Change Management, Series 7, Web Design, Series 63, Series 24, Investments, Options, Securities, Trading, Equities, Mutual Funds, Investment Advisory, Alternative Investments, Strategic Financial..., Portfolio Management, Wealth Management, Series 65, Problem Solving
Education
University of Phoenix 2004 — 2006
MBA, Business Administration
University of Illinois at Urbana-Champaign 1998 — 2000
Bachelor of Arts, Economics
Parkland College 1995 — 1998
Associates, Accounting
Michael Amarante Jr.'s LaSalle St. Securities Experience December 1997 - October 1999
Job Vice President: Stock and Options trading: M&T Securities
Industry Banking
Experience
M&T Bank December 1999 - Present
LaSalle St. Securities December 1997 - October 1999
Saperston Financial Inc December 1996 - October 1997
Skills
Series 7, Banking, Series 63, Series 24, Strategic Financial..., Series 6, Financial Analysis, Investments, Securities, Retirement Planning, Financial Risk, Operational Risk..., Insurance, Credit Analysis, Portfolio Management, Mutual Funds
Education
State University of New York College at Oswego, Oswego New York 1990 — 1995
Bachelors of Science, Accounting, Economics, Philosophy
The American College
M&T Bank December 1999 - Present
LaSalle St. Securities December 1997 - October 1999
Saperston Financial Inc December 1996 - October 1997
Skills
Series 7, Banking, Series 63, Series 24, Strategic Financial..., Series 6, Financial Analysis, Investments, Securities, Retirement Planning, Financial Risk, Operational Risk..., Insurance, Credit Analysis, Portfolio Management, Mutual Funds
Education
State University of New York College at Oswego, Oswego New York 1990 — 1995
Bachelors of Science, Accounting, Economics, Philosophy
The American College
Stephan Schobel's LaSalle St. Securities Experience May 1994 - Present
Job Assistant Accountin Manager at LaSalle St. Securities
Industry Financial Services
Experience
LaSalle St. Securities May 1994 - Present
Sargent & Lundy January 1986 - February 1995
Skills
Golf, Bowling, Softball and Baseball, Business Services, Series 7, Alternative Investments, Insurance, Mutual Funds, FINRA, Series 65, Series 24, Investment Advisory, Financial Advisory, Wealth Management
Education
Governors State University 1978 — 1980
BAA, Financial Management
Eastern Illinois University 1975 — 1977
Math and Science
Hillcrest High School 1971 — 1975
Math and Science
Cantebury Junior High School 1970 — 1971
Junior High School
Our Lady Gate of Heaven 1958 — 1969
Grade School
LaSalle St. Securities May 1994 - Present
Sargent & Lundy January 1986 - February 1995
Skills
Golf, Bowling, Softball and Baseball, Business Services, Series 7, Alternative Investments, Insurance, Mutual Funds, FINRA, Series 65, Series 24, Investment Advisory, Financial Advisory, Wealth Management
Education
Governors State University 1978 — 1980
BAA, Financial Management
Eastern Illinois University 1975 — 1977
Math and Science
Hillcrest High School 1971 — 1975
Math and Science
Cantebury Junior High School 1970 — 1971
Junior High School
Our Lady Gate of Heaven 1958 — 1969
Grade School
Howard Weiner's LaSalle St. Securities Experience April 1997 - Present
Job Finance Registered Rep at LaSalle St. Sec.
Industry Financial Services
Experience
LaSalle St. Securities April 1997 - Present
Skills
Customer Service, Windows, Research, Teaching, Strategic Planning, Budgets, Negotiation, Accounting, Management, Investments, Sales, Access, Financial Analysis, Microsoft Word, Team Building, Leadership, Microsoft Office
Education
Northeastern Illinois University
New Trier West H.S.
LaSalle St. Securities April 1997 - Present
Skills
Customer Service, Windows, Research, Teaching, Strategic Planning, Budgets, Negotiation, Accounting, Management, Investments, Sales, Access, Financial Analysis, Microsoft Word, Team Building, Leadership, Microsoft Office
Education
Northeastern Illinois University
New Trier West H.S.
Corey Karn's LaSalle St. Securities Experience May 2008 - May 2009
Job Branch Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2014 - Present
JP Morgan Chase September 2011 - March 2014
JPMorgan Chase January 2010 - September 2011
LaSalle St. Securities May 2008 - May 2009
Skills
Financial Analysis, Strategic Financial..., Investments, Financial Modeling, Customer Service, Forecasting, Accounting, Sales, Interior Design, Portfolio Management, Retirement Planning, Fixed Annuities, Asset Allocation, Financial Reporting, Alternative Investments, Microsoft Excel, Microsoft Office, Strategic Planning, PowerPoint, Marketing
Education
Butler University 2004 — 2008
Bachelor of Science (BS), Finance, General
JPMorgan Chase March 2014 - Present
JP Morgan Chase September 2011 - March 2014
JPMorgan Chase January 2010 - September 2011
LaSalle St. Securities May 2008 - May 2009
Skills
Financial Analysis, Strategic Financial..., Investments, Financial Modeling, Customer Service, Forecasting, Accounting, Sales, Interior Design, Portfolio Management, Retirement Planning, Fixed Annuities, Asset Allocation, Financial Reporting, Alternative Investments, Microsoft Excel, Microsoft Office, Strategic Planning, PowerPoint, Marketing
Education
Butler University 2004 — 2008
Bachelor of Science (BS), Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY