Lighthouse Financial Group
Description
Address: 66 Miller Dr # 104, North Aurora, IL 60542 Hours: Open ⋅ Closes 12:30PM Saturday8:30AM–12:30PMSundayClosedMonday8:30AM–4:30PMTuesday8:30AM–4:30PMWednesday8:30AM–4:30PMThursday8:30AM–4:30PMFriday8:30AM–4:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (630) 907-9830Website: : Category: : : Place name: : : : Website: http://www.lighthousecollegeplanning.com/ Category: Financial Planner 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. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Lighthouse College Planning Posting publicly on the Web Write a review Reviews Be the first to review
Lighthouse Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lighthouse Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Lighthouse Financial Group Employees
Employee
Years
Job
Industry
Jerry Hatch Jerry Hatch's Lighthouse Financial Group Experience March 1996 - October 2003
Job Health Educator and Residual Income Specialist
Industry Marketing and Advertising
Experience
Bar OX Marketing February 1992 - Present
Lighthouse Financial Group March 1996 - October 2003
Radford Hatch Inc May 1976 - August 1988
Skills
Marketing Strategy, Social Media Marketing, Social Media, Sales, Marketing, Team Building, Microsoft Office, Social Networking, Leadership, Time Management, Advertising, Online Marketing, Public Relations, Small Business, Management, Online Advertising, Strategic Planning, Entrepreneurship, Customer Service, Start-ups, Public Speaking
Education
Ricks College
Brigham Young University - Idaho
Associate Bachelor, American History (United States)
Bar OX Marketing February 1992 - Present
Lighthouse Financial Group March 1996 - October 2003
Radford Hatch Inc May 1976 - August 1988
Skills
Marketing Strategy, Social Media Marketing, Social Media, Sales, Marketing, Team Building, Microsoft Office, Social Networking, Leadership, Time Management, Advertising, Online Marketing, Public Relations, Small Business, Management, Online Advertising, Strategic Planning, Entrepreneurship, Customer Service, Start-ups, Public Speaking
Education
Ricks College
Brigham Young University - Idaho
Associate Bachelor, American History (United States)
Andrew May Andrew May's Lighthouse Financial Group Experience July 2014 - Present
Job Taking time off
Industry Financial Services
Experience
Lighthouse November 2014 - Present
Florida United For Care October 2014 - Present
Lighthouse Financial Group July 2014 - Present
Lighthouse Financial Group March 2009 - November 2009
Lighthouse Financial Group November 1995 - March 2009
Andrew May & Associates 1993 - 1995
Skills
New Business Development, Marketing, Coaching, Sales Management, Public Speaking, Sales, Risk Management, Selling, Strategy, Leadership, Strategic Planning, Business Development, Mergers, Small Business, Business Strategy, Entrepreneurship
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2008
Masters Program, Entrepreneurship
California State University-Long Beach 1990 — 1993
Mechanical Engineering
Lighthouse November 2014 - Present
Florida United For Care October 2014 - Present
Lighthouse Financial Group July 2014 - Present
Lighthouse Financial Group March 2009 - November 2009
Lighthouse Financial Group November 1995 - March 2009
Andrew May & Associates 1993 - 1995
Skills
New Business Development, Marketing, Coaching, Sales Management, Public Speaking, Sales, Risk Management, Selling, Strategy, Leadership, Strategic Planning, Business Development, Mergers, Small Business, Business Strategy, Entrepreneurship
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2008
Masters Program, Entrepreneurship
California State University-Long Beach 1990 — 1993
Mechanical Engineering
Nicholas Herbst Nicholas Herbst's Lighthouse Financial Group Experience June 2008 - August 2008
Job Marketing Consultant at RAW
Industry
Experience
Hbi International January 2015 - Present
Nigel Frank International January 2014 - December 2014
49 Main Law June 2012 - August 2012
Sigma Alpha Mu August 2011 - January 2012
Sigma Alpha Mu January 2011 - August 2011
United States Senate May 2011 - July 2011
Congressional Campaign of Vincent Morgan June 2010 - August 2010
Lighthouse Financial Group June 2008 - August 2008
Skills
Finance, Talent Management, Insurance, Recruiting, Risk Management, Leadership, Business Analysis, Training, Management, Analysis, Business Development, Budgets, CRM
Education
Tulane University 2009 — 2013
Bachelor of Arts (BA), Political Science
Hbi International January 2015 - Present
Nigel Frank International January 2014 - December 2014
49 Main Law June 2012 - August 2012
Sigma Alpha Mu August 2011 - January 2012
Sigma Alpha Mu January 2011 - August 2011
United States Senate May 2011 - July 2011
Congressional Campaign of Vincent Morgan June 2010 - August 2010
Lighthouse Financial Group June 2008 - August 2008
Skills
Finance, Talent Management, Insurance, Recruiting, Risk Management, Leadership, Business Analysis, Training, Management, Analysis, Business Development, Budgets, CRM
Education
Tulane University 2009 — 2013
Bachelor of Arts (BA), Political Science
Ivan Zoric Ivan Zoric's Lighthouse Financial Group Experience October 2006 - September 2007
Job Studio Jedi at Angela Todd Designs
Industry Design
Experience
Angela Todd Designs May 2015 - Present
The Payroll Company September 2014 - April 2015
GNSA November 2011 - August 2014
PrimePay October 2007 - May 2011
Lighthouse Financial Group October 2006 - September 2007
Community Loans of America September 2004 - August 2006
Skills
Payroll, Employee Benefits, Employee Relations, 401k, Onboarding, Applicant Tracking..., Deferred Compensation, Payroll Taxes, Talent Acquisition, Management, Copywriting
Education
University of Belgrade 1996 — 1997
No Degree, World Literature
Angela Todd Designs May 2015 - Present
The Payroll Company September 2014 - April 2015
GNSA November 2011 - August 2014
PrimePay October 2007 - May 2011
Lighthouse Financial Group October 2006 - September 2007
Community Loans of America September 2004 - August 2006
Skills
Payroll, Employee Benefits, Employee Relations, 401k, Onboarding, Applicant Tracking..., Deferred Compensation, Payroll Taxes, Talent Acquisition, Management, Copywriting
Education
University of Belgrade 1996 — 1997
No Degree, World Literature
Brad Hiday Brad Hiday's Lighthouse Financial Group Experience March 2005 - June 2008
Job Home Mortgage Consultant at Wells Fargo Home Mortgage NMLSR ID 870632
Industry Financial Services
Experience
Wells Fargo Home Mortgage June 2015 - Present
Security National Mortgage Company October 2013 - June 2015
Skyline Home Loans April 2013 - July 2013
Alpine Mortgage July 2012 - February 2013
Bank of America January 2012 - July 2012
Apartments.com August 2008 - July 2011
Cars.com 2008 - 2009
Lighthouse Financial Group March 2005 - June 2008
World Savings October 2003 - March 2005
Skills
Loans, Selling, Commercial Lending, Salesforce.com, Advertising, FHA, Investment Properties, Residential Homes, Mortgage Lending, Cold Calling, First Time Home Buyers, Sales, Account Management, Contract Negotiation, Mortgage Banking, Real Estate, Marketing, Customer Service
Education
Oregon State University 1988 — 1992
BS, Communications
Wells Fargo Home Mortgage June 2015 - Present
Security National Mortgage Company October 2013 - June 2015
Skyline Home Loans April 2013 - July 2013
Alpine Mortgage July 2012 - February 2013
Bank of America January 2012 - July 2012
Apartments.com August 2008 - July 2011
Cars.com 2008 - 2009
Lighthouse Financial Group March 2005 - June 2008
World Savings October 2003 - March 2005
Skills
Loans, Selling, Commercial Lending, Salesforce.com, Advertising, FHA, Investment Properties, Residential Homes, Mortgage Lending, Cold Calling, First Time Home Buyers, Sales, Account Management, Contract Negotiation, Mortgage Banking, Real Estate, Marketing, Customer Service
Education
Oregon State University 1988 — 1992
BS, Communications
Jason Pell Jason Pell's Lighthouse Financial Group Experience November 2003 - February 2009
Job Cyber Threat Analyst at Booz Allen Hamilton
Industry Information Technology and Services
Experience
Booz Allen Hamilton January 2015 - Present
Northrop Grumman Corporation October 2011 - Present
Northrop Grumman Corporation October 2011 - Present
STG March 2011 - October 2011
Lighthouse Financial Group November 2003 - February 2009
United States Marine Corps 1994 - 2003
United States Marine Corps 1995 - 1997
Skills
Computer Security, Security, Security Clearance, Systems Engineering, DoD, Program Management, CompTIA Network+..., CompTia Security+..., CEH Certified, GCIH Certified, Information Assurance, Firewalls, Enterprise Architecture, Vulnerability Assessment, Army, Defense, Security+, DIACAP, Troubleshooting, Intrusion Detection, Intelligence Analysis, National Security, VPN, Incident Response, Analysis, Government Contracting, Computer Hardware, Information Security, Military, CISSP, Air Force, Network Security, CompTIA, CompTIA Security+
Education
University of Maryland University College 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Cybersecurity
Northern Virginia Community College 2002 — 2008
Booz Allen Hamilton January 2015 - Present
Northrop Grumman Corporation October 2011 - Present
Northrop Grumman Corporation October 2011 - Present
STG March 2011 - October 2011
Lighthouse Financial Group November 2003 - February 2009
United States Marine Corps 1994 - 2003
United States Marine Corps 1995 - 1997
Skills
Computer Security, Security, Security Clearance, Systems Engineering, DoD, Program Management, CompTIA Network+..., CompTia Security+..., CEH Certified, GCIH Certified, Information Assurance, Firewalls, Enterprise Architecture, Vulnerability Assessment, Army, Defense, Security+, DIACAP, Troubleshooting, Intrusion Detection, Intelligence Analysis, National Security, VPN, Incident Response, Analysis, Government Contracting, Computer Hardware, Information Security, Military, CISSP, Air Force, Network Security, CompTIA, CompTIA Security+
Education
University of Maryland University College 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Cybersecurity
Northern Virginia Community College 2002 — 2008
Michael Agostinelli Michael Agostinelli's Lighthouse Financial Group Experience February 1996 - October 2002
Job President at Hardeman Realtime, Inc.
Industry Executive Office
Experience
Hardeman Realtime, Inc. June 2015 - Present
American Life Enterprises, Inc. November 2002 - June 2015
Lighthouse Financial Group February 1996 - October 2002
U.S. Army Reserve 1992 - 1996
US Army 1981 - 1992
Skills
Business Analysis, Microsoft Office, Strategic Planning, Team Building, Program Management, Filemaker Pro, Sales, Financial Analysis, Microsoft Excel, FileMaker, Management, Leadership, Marketing, Operations Management, Team Leadership, Training, Risk Management, Sales Management, Business Development, New Business Development, Account Management, Customer Service
Education
University of Maryland College Park 1986 — 1991
Associate’s Degree, Information System Management
Lake Havasu High School 1979 — 1980
HS Diploma, General
Hardeman Realtime, Inc. June 2015 - Present
American Life Enterprises, Inc. November 2002 - June 2015
Lighthouse Financial Group February 1996 - October 2002
U.S. Army Reserve 1992 - 1996
US Army 1981 - 1992
Skills
Business Analysis, Microsoft Office, Strategic Planning, Team Building, Program Management, Filemaker Pro, Sales, Financial Analysis, Microsoft Excel, FileMaker, Management, Leadership, Marketing, Operations Management, Team Leadership, Training, Risk Management, Sales Management, Business Development, New Business Development, Account Management, Customer Service
Education
University of Maryland College Park 1986 — 1991
Associate’s Degree, Information System Management
Lake Havasu High School 1979 — 1980
HS Diploma, General
Andrew Rozov's Lighthouse Financial Group Experience June 2010 - August 2010
Job Prime Brokerage Analyst at Goldman Sachs
Industry Higher Education
Experience
Goldman Sachs August 2013 - Present
ION Trading June 2012 - July 2013
Risk 3.0 Asset Management February 2012 - May 2012
UBS Wealth Management May 2011 - August 2011
Lighthouse Financial Group June 2010 - August 2010
New York Stock Exchange June 2009 - August 2009
Skills
Bloomberg, Microsoft Excel, Trading, SQL, JavaScript, Portfolio Management, Financial Risk, Strategic Financial..., Management, Business Development, Fluent in Russian, Microsoft Access
Education
Rutgers University 2008 — 2012
Bachelor of Science (BS), Finance, General
Rutgers University School of Business 2008 — 2012
Bachelor of Science (BS), Finance
Fair Lawn High School
Goldman Sachs August 2013 - Present
ION Trading June 2012 - July 2013
Risk 3.0 Asset Management February 2012 - May 2012
UBS Wealth Management May 2011 - August 2011
Lighthouse Financial Group June 2010 - August 2010
New York Stock Exchange June 2009 - August 2009
Skills
Bloomberg, Microsoft Excel, Trading, SQL, JavaScript, Portfolio Management, Financial Risk, Strategic Financial..., Management, Business Development, Fluent in Russian, Microsoft Access
Education
Rutgers University 2008 — 2012
Bachelor of Science (BS), Finance, General
Rutgers University School of Business 2008 — 2012
Bachelor of Science (BS), Finance
Fair Lawn High School
Khrystyna Oros Khrystyna Oros's Lighthouse Financial Group Experience May 2012 - September 2012
Job President at Financial Management Association
Industry Financial Services
Experience
Financial Management Association May 2014 - Present
Ukrainian Selfreliance Federal Credit Union August 2012 - Present
Temple University September 2011 - Present
Financial Management Association September 2012 - December 2012
Lighthouse Financial Group May 2012 - September 2012
Skills
Leadership, Public Speaking, Microsoft Excel, Time Management, Microsoft Word, Microsoft Office, Event Planning, Social Media, Teamwork, Facebook, Outlook, Peer Mentoring, Photoshop, Student Affairs, Editing, HTML5, JavaScript
Education
Temple University 2011 — 2015
Bachelor of Arts (B.A.), Legal Studies, General
Financial Management Association May 2014 - Present
Ukrainian Selfreliance Federal Credit Union August 2012 - Present
Temple University September 2011 - Present
Financial Management Association September 2012 - December 2012
Lighthouse Financial Group May 2012 - September 2012
Skills
Leadership, Public Speaking, Microsoft Excel, Time Management, Microsoft Word, Microsoft Office, Event Planning, Social Media, Teamwork, Facebook, Outlook, Peer Mentoring, Photoshop, Student Affairs, Editing, HTML5, JavaScript
Education
Temple University 2011 — 2015
Bachelor of Arts (B.A.), Legal Studies, General
Teresa M. Hodgson Teresa M. Hodgson's Lighthouse Financial Group Experience November 2007 - May 2009
Job Purchased Transportation Supervisor at Dynamex
Industry Financial Services
Experience
Dynamex August 2014 - April 2015
The Law Offices of Rachel A. Moreau Newby May 2011 - August 2014
I3 Group December 2010 - April 2011
Lighthouse Financial Group November 2007 - May 2009
Prudential Starck Realtors May 2006 - October 2008
DMX, Inc March 2007 - November 2007
Shodeen Management October 2004 - November 2005
Lighthouse Financial Group, LLC March 2002 - August 2004
PETCO Animal Supplies, Inc. May 2000 - February 2002
Skills
Training, Management, Leadership, Budgets, Sales, Team Leadership, Marketing, Software Documentation, Human Resources, Customer Service, Project Management, Outlook, Payroll, Finance, Cross-functional Team...
Education
Keller Graduate School of Management of DeVry University 2001 — 2005
MBA, Business Adminstration
University of Nebraska-Lincoln 1998 — 2000
Bachelors in Business Management, Management
Elgin Community College 1996 — 1998
Associtate Degree, General Study
Dynamex August 2014 - April 2015
The Law Offices of Rachel A. Moreau Newby May 2011 - August 2014
I3 Group December 2010 - April 2011
Lighthouse Financial Group November 2007 - May 2009
Prudential Starck Realtors May 2006 - October 2008
DMX, Inc March 2007 - November 2007
Shodeen Management October 2004 - November 2005
Lighthouse Financial Group, LLC March 2002 - August 2004
PETCO Animal Supplies, Inc. May 2000 - February 2002
Skills
Training, Management, Leadership, Budgets, Sales, Team Leadership, Marketing, Software Documentation, Human Resources, Customer Service, Project Management, Outlook, Payroll, Finance, Cross-functional Team...
Education
Keller Graduate School of Management of DeVry University 2001 — 2005
MBA, Business Adminstration
University of Nebraska-Lincoln 1998 — 2000
Bachelors in Business Management, Management
Elgin Community College 1996 — 1998
Associtate Degree, General Study
Jay Skolnick Jay Skolnick's Lighthouse Financial Group Experience March 2009 - November 2009
Job Head Trader at Dawson James Securities
Industry Financial Services
Experience
Dawson James Securities April 2010 - Present
Security Traders Association of Florida 1981 - Present
Lighthouse Financial Group March 2009 - November 2009
Forge Financial Group 2004 - March 2009
Trading Compliance Analysis 1982 - 2009
Ladenburg Thalmann 1999 - June 2003
First Colonial Securities 1998 - 1999
Barron Chase Securities 1995 - 1998
J.W. Charles Financial Services 1990 - 1995
N.A.I.B. 1989 - 1990
Skills
Bloomberg, Trading
Education
Broward College
Dawson James Securities April 2010 - Present
Security Traders Association of Florida 1981 - Present
Lighthouse Financial Group March 2009 - November 2009
Forge Financial Group 2004 - March 2009
Trading Compliance Analysis 1982 - 2009
Ladenburg Thalmann 1999 - June 2003
First Colonial Securities 1998 - 1999
Barron Chase Securities 1995 - 1998
J.W. Charles Financial Services 1990 - 1995
N.A.I.B. 1989 - 1990
Skills
Bloomberg, Trading
Education
Broward College
Maxwell Mickey Maxwell Mickey's Lighthouse Financial Group Experience September 2011 - May 2012
Job Sales Analyst at Passport Mobile Payments for Parking and Transit
Industry Financial Services
Experience
Passport - Mobile Payments for Parking and Transit February 2015 - Present
Ally Financial Inc. February 2013 - February 2015
The Vanguard Group June 2012 - February 2013
Lighthouse Financial Group September 2011 - May 2012
MXW Books January 2011 - May 2012
Bleacher Report February 2011 - February 2012
Chicago Wolves August 2010 - November 2010
Skills
Leadership, Sales, Customer Service, Financial Analysis, Public Speaking, Research, Written and Oral..., Social Media, Microsoft Word, Microsoft Excel, Finance, Strategic Planning, Team Leadership, Sports, Event Planning, Analysis, Technology Integration, Microsoft Office, Salesforce.com, Management, Team Building, PowerPoint, Event Management, Marketing Strategy, Series 7, Series 63, Sports Management, Treasury Management, Salesforce, Marketing, CRM
Education
Aurora University 2010 — 2012
Bachelor of Arts - 3.85 GPA, Business and Commerce
Dominican University 2008 — 2010
Bachelors of Arts, Business and Commerce
Marmion Academy 2004 — 2008
Marmion Academy 2004 — 2008
Passport - Mobile Payments for Parking and Transit February 2015 - Present
Ally Financial Inc. February 2013 - February 2015
The Vanguard Group June 2012 - February 2013
Lighthouse Financial Group September 2011 - May 2012
MXW Books January 2011 - May 2012
Bleacher Report February 2011 - February 2012
Chicago Wolves August 2010 - November 2010
Skills
Leadership, Sales, Customer Service, Financial Analysis, Public Speaking, Research, Written and Oral..., Social Media, Microsoft Word, Microsoft Excel, Finance, Strategic Planning, Team Leadership, Sports, Event Planning, Analysis, Technology Integration, Microsoft Office, Salesforce.com, Management, Team Building, PowerPoint, Event Management, Marketing Strategy, Series 7, Series 63, Sports Management, Treasury Management, Salesforce, Marketing, CRM
Education
Aurora University 2010 — 2012
Bachelor of Arts - 3.85 GPA, Business and Commerce
Dominican University 2008 — 2010
Bachelors of Arts, Business and Commerce
Marmion Academy 2004 — 2008
Marmion Academy 2004 — 2008
Joseph Zidek Joseph Zidek's Lighthouse Financial Group Experience May 2015 - Present
Job Financial Analyst at Lighthouse Financial Group
Industry Financial Services
Experience
Lighthouse Financial Group May 2015 - Present
Lighthouse Financial Group June 2014 - August 2014
Chicago Uniform Company May 2013 - January 2014
Skills
Customer Service, Microsoft Excel, Research, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Teamwork, Time Management
Education
John Carroll University 2012 — 2016
Bachelor’s Degree, Finance
Marmion Academy 2008 — 2012
Lighthouse Financial Group May 2015 - Present
Lighthouse Financial Group June 2014 - August 2014
Chicago Uniform Company May 2013 - January 2014
Skills
Customer Service, Microsoft Excel, Research, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Teamwork, Time Management
Education
John Carroll University 2012 — 2016
Bachelor’s Degree, Finance
Marmion Academy 2008 — 2012
Todd C. Bertsch's Lighthouse Financial Group Experience June 2008 - March 2010
Job Cowen and Company
Industry Financial Services
Experience
Cowen and Company June 2015 - Present
Merrill Lynch March 2010 - March 2015
Lighthouse Financial Group June 2008 - March 2010
Bear Stearns December 2000 - May 2008
A.W. Bertsch Inc. June 1992 - December 2000
Skills
Entrepreneurship, Equities, Hedge Funds, Fixed Income, Investments, Management, Series 7, Strategy, Trading, Private Equity, Capital Markets, Bloomberg
Education
University of Rochester 1988 — 1992
Bachelor of Arts (B.A.), Economics & Political Science
Choate Rosemary Hall 1984 — 1988
Southern Methodist University
Cowen and Company June 2015 - Present
Merrill Lynch March 2010 - March 2015
Lighthouse Financial Group June 2008 - March 2010
Bear Stearns December 2000 - May 2008
A.W. Bertsch Inc. June 1992 - December 2000
Skills
Entrepreneurship, Equities, Hedge Funds, Fixed Income, Investments, Management, Series 7, Strategy, Trading, Private Equity, Capital Markets, Bloomberg
Education
University of Rochester 1988 — 1992
Bachelor of Arts (B.A.), Economics & Political Science
Choate Rosemary Hall 1984 — 1988
Southern Methodist University
Senica Evans Senica Evans's Lighthouse Financial Group Experience December 2003 - March 2007
Job Consultant and Accountant with Simplified Accounting
Industry Accounting
Experience
Simplified Accounting January 2013 - Present
Illinois Department of Revenue January 2010 - June 2012
Illinois Department of Revenue January 2008 - January 2010
UniCare August 2007 - January 2008
Integrity Piping March 2007 - January 2008
Lighthouse Financial Group December 2003 - March 2007
Skills
Microsoft Office, Customer Service, Office Management, Social Media, Microsoft Word, Microsoft Excel, Public Speaking, Accounting, Tax Accounting, Bookkeeping, Payroll Services, New Business Set-up, Operations Management, Social Networking, Team Building, Leadership, Nonprofits, Small Business, Income Tax, Training, Budgets, Tax, Accounts Receivable, Management, Accounts Payable, Payroll, QuickBooks
Education
Keller Graduate School of Management of DeVry University 2013 — 2014
Master of Arts (MA), Accounting and Financial Management
DeVry University-Illinois 2004 — 2007
Bachelor's degree, Accounting
Simplified Accounting January 2013 - Present
Illinois Department of Revenue January 2010 - June 2012
Illinois Department of Revenue January 2008 - January 2010
UniCare August 2007 - January 2008
Integrity Piping March 2007 - January 2008
Lighthouse Financial Group December 2003 - March 2007
Skills
Microsoft Office, Customer Service, Office Management, Social Media, Microsoft Word, Microsoft Excel, Public Speaking, Accounting, Tax Accounting, Bookkeeping, Payroll Services, New Business Set-up, Operations Management, Social Networking, Team Building, Leadership, Nonprofits, Small Business, Income Tax, Training, Budgets, Tax, Accounts Receivable, Management, Accounts Payable, Payroll, QuickBooks
Education
Keller Graduate School of Management of DeVry University 2013 — 2014
Master of Arts (MA), Accounting and Financial Management
DeVry University-Illinois 2004 — 2007
Bachelor's degree, Accounting
Jonathan Tuck Jonathan Tuck's Lighthouse Financial Group Experience February 2009 - January 2010
Job Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial November 2014 - Present
Starbucks March 2010 - October 2014
Lighthouse Financial Group February 2009 - January 2010
Lighthouse Financial Group December 2007 - February 2009
Countrywide February 2004 - November 2007
Bennigans Grill and Tavern June 2002 - January 2004
Skills
Customer Service, Sales, Strategic Planning, Performance Management, Team Building, Public Speaking, Social Skills, Management, Retail, Leadership, Hiring, Training, Coaching, Finance, Inventory Management, Profit, Sales Management, Loans, Program Management, Teamwork, Time Management, Context
Education
Moody Bible Institute 2014 — 2017
Bachelor's degree, Ministerial Leadership
St. Charles 1995 — 1999
Thrivent Financial November 2014 - Present
Starbucks March 2010 - October 2014
Lighthouse Financial Group February 2009 - January 2010
Lighthouse Financial Group December 2007 - February 2009
Countrywide February 2004 - November 2007
Bennigans Grill and Tavern June 2002 - January 2004
Skills
Customer Service, Sales, Strategic Planning, Performance Management, Team Building, Public Speaking, Social Skills, Management, Retail, Leadership, Hiring, Training, Coaching, Finance, Inventory Management, Profit, Sales Management, Loans, Program Management, Teamwork, Time Management, Context
Education
Moody Bible Institute 2014 — 2017
Bachelor's degree, Ministerial Leadership
St. Charles 1995 — 1999
James Heavey's Lighthouse Financial Group Experience June 2011 - Present
Job Investment Adviser Representative
Industry Financial Services
Experience
Lighthouse Financial Group June 2011 - Present
John Hancock Financial Network May 2008 - June 2011
Waddell & Reed May 2007 - May 2008
Skills
Investments, Insurance, Long Term Care Insurance, Financial Advisory, Wealth Protection, Wealth Management, Wealth Preservation...
Education
Saint Joseph's University 1987 — 1991
Bachelor of Science, Business Administration
Southern New Hampshire University 2006 — 2008
MBA, Global Master of Business
Lighthouse Financial Group June 2011 - Present
John Hancock Financial Network May 2008 - June 2011
Waddell & Reed May 2007 - May 2008
Skills
Investments, Insurance, Long Term Care Insurance, Financial Advisory, Wealth Protection, Wealth Management, Wealth Preservation...
Education
Saint Joseph's University 1987 — 1991
Bachelor of Science, Business Administration
Southern New Hampshire University 2006 — 2008
MBA, Global Master of Business
christopher cervino's Lighthouse Financial Group Experience September 2008 - July 2010
Job Managing Director at COR Clearing LLC
Industry Financial Services
Experience
COR Clearing LLC August 2013 - October 2014
Wilson-Davis & Co., Inc. 2012 - August 2013
GFI Group 2010 - 2011
Lighthouse Financial Group September 2008 - July 2010
RBC Capital Markets October 2002 - February 2008
Skills
Trading, Private Equity, Financial Services, Prime Brokerage, Market Making, Real Estate, Equities, Investment Banking, Investments, Hedge Funds, Financial Markets, Capital Markets, Securities, Series 7, Asset Management, Series 63, Sales, Due Diligence, Alternative Investments, Electronic Trading, FINRA, Options, Equity Trading, Private Placements, Trading Systems
Education
Montclair State University 1993 — 1996
University of Michigan-Dearborn 1991 — 1993
COR Clearing LLC August 2013 - October 2014
Wilson-Davis & Co., Inc. 2012 - August 2013
GFI Group 2010 - 2011
Lighthouse Financial Group September 2008 - July 2010
RBC Capital Markets October 2002 - February 2008
Skills
Trading, Private Equity, Financial Services, Prime Brokerage, Market Making, Real Estate, Equities, Investment Banking, Investments, Hedge Funds, Financial Markets, Capital Markets, Securities, Series 7, Asset Management, Series 63, Sales, Due Diligence, Alternative Investments, Electronic Trading, FINRA, Options, Equity Trading, Private Placements, Trading Systems
Education
Montclair State University 1993 — 1996
University of Michigan-Dearborn 1991 — 1993
Shawn McCrary's Lighthouse Financial Group Experience September 2001 - Present
Job Mortgage Consultant, Lighthouse Financial Group
Industry Financial Services
Experience
Lighthouse Financial Group September 2001 - Present
Education
Mt. Hood Community College
Lighthouse Financial Group September 2001 - Present
Education
Mt. Hood Community College
Sue Wentz's Lighthouse Financial Group Experience January 1999 - April 2001
Job Small Business Owner
Industry Chemicals
Experience
All Season Landscape Services, Inc. Supervising and scheduling the day to day operations of 26 employees, as well as sales, estimates, A/P, A/R, payroll, benefits, maintenance logs for all equipment, as well as purchasing and monthly reconciliation.Business Data AnalystBP Products North America, IncSeptember 2008 - April 2010
Christopher B. Burke Engineering, Ltd. June 2004 - August 2006
AmeriCredit April 2001 - January 2003
Lighthouse Financial Group January 1999 - April 2001
Allstate Insurance January 1997 - January 1999
Skills
ADP Payroll, SAP, QuickBooks, Windows, Siebel, Reynolds & Reynolds, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Project Management, IBM iSeries, Data Analysis, Outlook, Finance, Database Administration, Pricing, Management, Sales, Training, Marketing, Process Improvement, Payroll, Employee Training, Analysis, Databases, Business Analysis, PowerPoint, Troubleshooting, Hiring, Business Process..., Financial Reporting, Negotiation, Business Intelligence, Advertising
Education
Illinois State University 1990 — 1992
Business Administration and Management, General
Illinois State University
All Season Landscape Services, Inc. Supervising and scheduling the day to day operations of 26 employees, as well as sales, estimates, A/P, A/R, payroll, benefits, maintenance logs for all equipment, as well as purchasing and monthly reconciliation.Business Data AnalystBP Products North America, IncSeptember 2008 - April 2010
Christopher B. Burke Engineering, Ltd. June 2004 - August 2006
AmeriCredit April 2001 - January 2003
Lighthouse Financial Group January 1999 - April 2001
Allstate Insurance January 1997 - January 1999
Skills
ADP Payroll, SAP, QuickBooks, Windows, Siebel, Reynolds & Reynolds, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Project Management, IBM iSeries, Data Analysis, Outlook, Finance, Database Administration, Pricing, Management, Sales, Training, Marketing, Process Improvement, Payroll, Employee Training, Analysis, Databases, Business Analysis, PowerPoint, Troubleshooting, Hiring, Business Process..., Financial Reporting, Negotiation, Business Intelligence, Advertising
Education
Illinois State University 1990 — 1992
Business Administration and Management, General
Illinois State University
Jeffrey Sardinha's Lighthouse Financial Group Experience February 2000 - September 2001
Job Vice President at State Street
Industry Financial Services
Experience
State Street April 2005 - Present
Lighthouse Financial Group February 2000 - September 2001
Skills
ETFs
Education
Salve Regina University 2001 — 2005
B.A., Economics, Communications
State Street April 2005 - Present
Lighthouse Financial Group February 2000 - September 2001
Skills
ETFs
Education
Salve Regina University 2001 — 2005
B.A., Economics, Communications
Patti Gommer's Lighthouse Financial Group Experience February 2006 - August 2013
Job Controller at Lighthouse Financial Group
Industry Financial Services
Experience
Sun-Glo Plating August 2013 - Present
Lighthouse Financial Group February 2006 - August 2013
GE Instrument Transformers, Inc. September 1987 - August 2005
Education
St. Petersburg College
Sun-Glo Plating August 2013 - Present
Lighthouse Financial Group February 2006 - August 2013
GE Instrument Transformers, Inc. September 1987 - August 2005
Education
St. Petersburg College
Jo-El Giguere's Lighthouse Financial Group Experience September 2007 - June 2009
Job Insurance Professional
Industry Insurance
Experience
Lighthouse Financial Group September 2007 - June 2009
Education
Rhode Island College 2004 — 2004
Certificate, Accounting/Bookkeeping
Lighthouse Financial Group September 2007 - June 2009
Education
Rhode Island College 2004 — 2004
Certificate, Accounting/Bookkeeping
Rene Yopp's Lighthouse Financial Group Experience 2005 - 2008
Job Tax Compliance Agent at State of Florida
Industry Government Administration
Experience
State of Florida September 2012 - Present
ImageQuest Photography January 1993 - Present
Fairfield Inn By Marriott 2010 - 2012
Nicholas Financial2009 January 2009 - October 2009
Lighthouse Financial Group 2005 - 2008
Courtyard by Marriott February 2000 - November 2005
McKibbon Hotel January 2000 - January 2004
West Coast Employer's Association August 1999 - April 2000
Pyramid Galleries January 1998 - January 2000
Winn Dixie Stores, Inc January 1995 - January 2000
Education
University of South Florida
BA, Mass Communications-Advertising
Columbia High School
AA, Liberal Arts
School name:
State of Florida September 2012 - Present
ImageQuest Photography January 1993 - Present
Fairfield Inn By Marriott 2010 - 2012
Nicholas Financial2009 January 2009 - October 2009
Lighthouse Financial Group 2005 - 2008
Courtyard by Marriott February 2000 - November 2005
McKibbon Hotel January 2000 - January 2004
West Coast Employer's Association August 1999 - April 2000
Pyramid Galleries January 1998 - January 2000
Winn Dixie Stores, Inc January 1995 - January 2000
Education
University of South Florida
BA, Mass Communications-Advertising
Columbia High School
AA, Liberal Arts
School name:
Kip Hardy's Lighthouse Financial Group Experience August 2009 - January 2010
Job Senior Consultant, Officer at Northern Trust Hedge Fund Services
Industry Banking
Experience
Northern Trust Hedge Fund Services May 2015 - Present
Northern Trust May 2013 - April 2015
U.S. Bank January 2013 - May 2013
U.S. Bank June 2012 - December 2012
US Bank June 2011 - June 2012
Lighthouse Financial Group August 2009 - January 2010
Education
Northern Illinois University 2007 — 2011
BS, Finance, minor in Economics
Northern Trust Hedge Fund Services May 2015 - Present
Northern Trust May 2013 - April 2015
U.S. Bank January 2013 - May 2013
U.S. Bank June 2012 - December 2012
US Bank June 2011 - June 2012
Lighthouse Financial Group August 2009 - January 2010
Education
Northern Illinois University 2007 — 2011
BS, Finance, minor in Economics
Michael Barabasz's Lighthouse Financial Group Experience November 2010 - June 2011
Job Financial Analyst
Industry Financial Services
Experience
Business Analyst October 2014 - Present
US Bank June 2011 - October 2014
Lighthouse Financial Group November 2010 - June 2011
TCF Bank November 2009 - April 2010
TCF Bank January 2006 - June 2008
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Bloomberg, Credit Analysis, Investments, Valuation, Corporate Finance, Series 7, Fixed Income, Equities, Financial Statement..., Equity Research, Commercial Banking, Bonds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2014
M.S, Computational Finance
Northern Illinois University 2005 — 2009
Bachlors of Science, Finance
Business Analyst October 2014 - Present
US Bank June 2011 - October 2014
Lighthouse Financial Group November 2010 - June 2011
TCF Bank November 2009 - April 2010
TCF Bank January 2006 - June 2008
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Bloomberg, Credit Analysis, Investments, Valuation, Corporate Finance, Series 7, Fixed Income, Equities, Financial Statement..., Equity Research, Commercial Banking, Bonds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2014
M.S, Computational Finance
Northern Illinois University 2005 — 2009
Bachlors of Science, Finance
Pat Zborowski's Lighthouse Financial Group Experience September 2008 - June 2012
Job Accountant
Industry Financial Services
Experience
H & R Block January 2006 - Present
Temporary Positions January 1974 - Present
Lighthouse Financial Group September 2008 - June 2012
Education
Eastern Illinois University 1976 — 1979
BS, Accountancy
Loyola University of Chicago 1971 — 1973
AS, Dental Hygiene
H & R Block January 2006 - Present
Temporary Positions January 1974 - Present
Lighthouse Financial Group September 2008 - June 2012
Education
Eastern Illinois University 1976 — 1979
BS, Accountancy
Loyola University of Chicago 1971 — 1973
AS, Dental Hygiene
Latrice Blount's Lighthouse Financial Group Experience September 2012 - April 2013
Job Asst Branch Manager at Guaranty Bank
Industry Banking
Experience
Guaranty Bank May 2014 - Present
TMX Finance April 2012 - May 2014
Lighthouse Financial Group September 2012 - April 2013
Park National Bank, now U.S. Bank July 2007 - May 2010
Balance Park National Bank Reserve July 2005 - July 2007
Roosevelt University August 2004 - July 2005
Skills
Banking, Financial Analysis, Auditing, Loans, Account Reconciliation, Financial Risk, Coaching, Corporate Finance, Sales, Program Management, Credit, Financial Accounting, Retail, Risk Management, CRM, Credit Analysis, Leadership, Commercial Lending, Sales Management
Education
Roosevelt University 2004 — 2012
Bachelor of Science (B.S.), Business Admin/Finance
Guaranty Bank May 2014 - Present
TMX Finance April 2012 - May 2014
Lighthouse Financial Group September 2012 - April 2013
Park National Bank, now U.S. Bank July 2007 - May 2010
Balance Park National Bank Reserve July 2005 - July 2007
Roosevelt University August 2004 - July 2005
Skills
Banking, Financial Analysis, Auditing, Loans, Account Reconciliation, Financial Risk, Coaching, Corporate Finance, Sales, Program Management, Credit, Financial Accounting, Retail, Risk Management, CRM, Credit Analysis, Leadership, Commercial Lending, Sales Management
Education
Roosevelt University 2004 — 2012
Bachelor of Science (B.S.), Business Admin/Finance
Carolyn Elston's Lighthouse Financial Group Experience November 2009 - May 2010
Job Procurement Specialist at Nite Ize, Inc.
Industry Retail
Experience
Nite Ize, Inc. July 2014 - Present
Nite Ize, Inc. March 2014 - July 2014
Nite Ize May 2013 - May 2014
ThyssenKrupp Elevator Americas July 2012 - March 2013
True Value Company January 2011 - May 2012
Brian Bemis Automotive Group June 2010 - October 2010
Lighthouse Financial Group November 2009 - May 2010
Skills
Inventory Management, Forecasting, Management, Retail, Sales, Analysis, Budgets, Recruiting, Project Planning, Merchandising, Inventory Control, Purchasing, Customer Service, Profit, Visual Merchandising, Store Management, Leadership
Education
Northern Illinois University - College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration
Nite Ize, Inc. July 2014 - Present
Nite Ize, Inc. March 2014 - July 2014
Nite Ize May 2013 - May 2014
ThyssenKrupp Elevator Americas July 2012 - March 2013
True Value Company January 2011 - May 2012
Brian Bemis Automotive Group June 2010 - October 2010
Lighthouse Financial Group November 2009 - May 2010
Skills
Inventory Management, Forecasting, Management, Retail, Sales, Analysis, Budgets, Recruiting, Project Planning, Merchandising, Inventory Control, Purchasing, Customer Service, Profit, Visual Merchandising, Store Management, Leadership
Education
Northern Illinois University - College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration
Juan Penaloza's Lighthouse Financial Group Experience December 2006 - December 2008
Job Investment Product Specialist at Ocean Financial Services
Industry Financial Services
Experience
Ocean Financial Services October 2014 - Present
UBS April 2013 - September 2014
DAP December 2008 - March 2013
Lighthouse Financial Group December 2006 - December 2008
US Trading Corp November 2004 - December 2006
FIPAL Sociedad de Corretaje May 2003 - November 2004
Skills
Strategic Business..., Fixed Income, Equities, Trading, Investments, Series 7, Securities, Bloomberg, Derivatives, Hedge Funds, Investment Banking, Portfolio Management, Financial Markets, Capital Markets, Asset Allocation, Alternative Investments
Education
University of Miami - School of Business 2000 — 2003
Bachelor of Business Administration (B.B.A.), Economics
University of Miami
Bachelor of Business Administration, Economics
Seton Hall University 1999 — 2000
Ocean Financial Services October 2014 - Present
UBS April 2013 - September 2014
DAP December 2008 - March 2013
Lighthouse Financial Group December 2006 - December 2008
US Trading Corp November 2004 - December 2006
FIPAL Sociedad de Corretaje May 2003 - November 2004
Skills
Strategic Business..., Fixed Income, Equities, Trading, Investments, Series 7, Securities, Bloomberg, Derivatives, Hedge Funds, Investment Banking, Portfolio Management, Financial Markets, Capital Markets, Asset Allocation, Alternative Investments
Education
University of Miami - School of Business 2000 — 2003
Bachelor of Business Administration (B.B.A.), Economics
University of Miami
Bachelor of Business Administration, Economics
Seton Hall University 1999 — 2000