Midwest Financial Group

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Midwest Financial Group Employees

Employee
Years
Job
Industry
TERRENCE GREEN TERRENCE GREEN Dallas/Fort Worth Area Details
TERRENCE GREEN's Midwest Financial Group Experience February 2002 - January 2010
Job Senior PS Consultant
Industry Information Technology and Services
Experience
NCR Corporation  November 2012 - Present
WR Consulting Group   September 2009 - December 2012
Agilysys  December 2009 - June 2011
Midwest Financial Group   February 2002 - January 2010
Multi-Systems Inc.  2007 - 2008
Cyntergy  1997 - 2001
Cyntergy  1997 - 2001
Starwood Hotels & Resorts Worldwide, Inc.   July 1995 - December 1996
The Ritz-Carlton Hotel Company LLC  1992 - 1995

Skills
Property Management..., Hotels, Software Installation, Software Project..., Account Management, Management Consulting, Mortgage Banking, Salesforce.com, Sales Management, Operations Management, Opening Hotels, Boutique Hotels, Hospitality, Management, Sales, Micros, Training, Software Documentation, Front Office, Quality Assurance, Customer Service, Software Implementation, Professional Services, Hospitality Management, Business Analysis

Education
Southern Illinois University, Edwardsville   1989 — 1992

Sanford Brown College   1987 — 1989
A.A, Hotel Management

Hazelwood east

Douglas Sweet, CFP®/CLU Douglas Sweet, CFP®/CLU Fishers, Indiana Details
Douglas Sweet, CFP®/CLU's Midwest Financial Group Experience January 1985 - Present
Job Helping clients plan for their dreams & preserve their financial futures as they enjoy life's journey
Industry Financial Services
Experience
Midwest Financial Group   January 1985 - Present

Education
Indiana University - Kelley School of Business
Bachelor's degree, Finance

College for Financial Planning
Certified Financial Planner (CFP®)

The American College
Chartered Life Underwriter (CLU)

Sarah Corey Sarah Corey Beloit, Wisconsin Details
Sarah Corey's Midwest Financial Group Experience April 2009 - June 2010
Job Customer Service at CB Distributors
Industry Consumer Goods
Experience
CB Distributors (Temporary Position)   May 2013 - August 2013
Convoy's Bar & Grill   January 2013 - June 2013
NEX Performance Films  June 2011 - May 2012
Associates for Mature Americans   June 2010 - November 2010
Midwest Financial Group   April 2009 - June 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Multi-line Phone, Office Management, Executive...

Education
Madison Area Technical College   2012 — 2014
Medical/Clinical Assistant

UW-Milwaukee   2004 — 2005
Business Administration, Management and Operations

Lisa Sweet-Kinsey Lisa Sweet-Kinsey Fort Wayne, Indiana Area Details
Lisa Sweet-Kinsey's Midwest Financial Group Experience January 1992 - January 1996
Job Social Work and Early Childhood Education
Industry Civic & Social Organization
Experience
East Wayne Head Start   August 2008 - March 2009
Our Children Our Future  May 2001 - May 2004
ARC of Wabash County   November 1997 - May 2001
Midwest Financial Group   January 1992 - January 1996

Skills
Customer Service, Training, Microsoft Excel, Workshop Facilitation, Database Administration, Microsoft Word, Curriculum Design, Child Development, Networking, Fundraising, Nonprofits, Community Outreach, Public Speaking, Event Planning, Volunteer Management, Microsoft Office, Non-profit..., Outlook, Research, Social Networking, Teaching

Education
Indiana University—Purdue University Fort Wayne   2005 — 2007
BGS, Human Services

Northfield High School   1984 — 1989
diploma

Indiana University
Bachelor, General Studies

Mehwish Liaquat Mehwish Liaquat Greater Philadelphia Area Details
Mehwish Liaquat's Midwest Financial Group Experience August 2008 - December 2008
Job Supply Chain Estée Lauder Companies Inc.
Industry Cosmetics
Experience
The Estée Lauder Companies Inc.   October 2014 - Present
L'Oréal   March 2012 - September 2014
Bank of America  July 2009 - July 2011
Midwest Financial Group   August 2008 - December 2008
Abercrombie & Fitch  December 2006 - July 2008

Skills
Financial Analysis, Market Analysis, Customer Service, Sales Management, Forecasting, Marketing, Sales, Strategic Planning, Social Media Marketing

Education
Rochester Institute of Technology   2006 — 2008
Bachelor of Science, International Business and Finance

Monroe Community College   2004 — 2006
Associate of Science, Business Administration

Lindsey McCourt Lindsey McCourt Urbana-Champaign, Illinois Area Details
Lindsey McCourt's Midwest Financial Group Experience June 1987 - February 1989
Job Loan Operations Manager at Edgar County Bank & Trust Co.
Industry Banking
Experience
Edgar County Bank and Trust Co.   April 2015 - Present
Edgar County Bank & Trust Co.   October 2012 - Present
First Financial Bank NA  January 2012 - October 2012
Freestar Bank  October 2006 - January 2012
CIB Marine Bancshares, Inc.   November 1997 - October 2006
First of America Bank  May 1991 - November 1997
First National Bank of Champaign   February 1989 - June 1994
Midwest Financial Group   June 1987 - February 1989

Skills
Loans, Credit, Credit Analysis, Mortgage Lending, Underwriting, Risk Management, Analysis, Budgets, Commercial Lending, Small Business Lending, Consumer Lending, Banking

Education
Indiana University Bloomington   1981 — 1985
BS, Finance

Scott Wieland Scott Wieland Madison, Wisconsin Area Details
Scott Wieland's Midwest Financial Group Experience September 2012 - Present
Job Employee Benefit Specialist at Midwest Financial Group
Industry Insurance
Experience
Midwest Financial Group   September 2012 - Present
Wieland Benefit Advisors   June 2010 - September 2012
The Murphy Insurance Group  January 2009 - May 2010
Hausmann-Johnson Insurance  February 2001 - June 2008
Dean Health Plan  July 1999 - February 2001
Cottingham & Butler  December 1995 - July 1999

Skills
Insurance, Disability Insurance, Employee Benefits, Life Insurance, Customer Service, Commercial Insurance, Health Insurance, Dental Insurance, Healthcare Reform, Individual Health...

Education
Loras College   1991 — 1995
Bachelor of Arts (B.A.), Public Relations/Sports Management

Anthony Pochowski Anthony Pochowski Greater Milwaukee Area Details
Anthony Pochowski's Midwest Financial Group Experience December 2014 - Present
Job Financial Advisor at Midwest Financial Group
Industry Financial Services
Experience
Midwest Financial Group   December 2014 - Present
Edward Jones  May 2014 - December 2014
Wells Fargo  June 2013 - May 2014
PNC Investments  July 2012 - June 2013
JPMorgan Chase  November 2006 - July 2012

Skills
Financial Services, Investments, Banking, Finance, Customer Service, Loans, Credit, Mutual Funds, Lines Of Credit, IRAs, Fixed Annuities, Retirement Planning, Series 6, Fixed Income, Investment Banking, Retirement, Small Business, Series 7, Insurance, Financial Advisory, Credit Cards, Bonds, Securities, Deposits, Relationship Management, Business Relationship..., Private Banking, 401k Rollovers, High Net Worth..., 401k, Roth IRA

Education
University of Phoenix-Milwaukee Campus   2004 — 2006
Finance, General

Milwaukee School of Engineering   2002 — 2003
Architectural Engineering and Construction Management

Milwaukee Area Technical College   2001 — 2002
General Studies

Taryn Garland Taryn Garland Madison, Wisconsin Details
Taryn Garland's Midwest Financial Group Experience 2004 - 2005
Job Program Development Coordinator at USA Water Ski
Industry Program Development
Experience
USA Water Ski  September 2013 - Present
Taryn Nicole Creative   January 2014 - Present
Freelance Tutoring  August 2013 - Present
Orange County Public Schools  2011 - 2013
AmeriCorps  August 2009 - July 2011
Monona Grove High School  2005 - 2010
Mad-City Ski Team   May 1999 - August 2009
MSCR  2005 - 2009
Midwest Financial Group   2004 - 2005

Skills
Creative Problem Solving, Teaching, Spanish, Classroom, Musical Theatre, Photography, Microsoft Office, Water Skiing, Bilingual-English/Spanis..., Social Media, Creative Arts, Choreography, Training, Leadership, Communication Skills, Dance, ESL, Google Docs, Marketing Material..., High level of initiative, Organized self-starter, Graphic Design, Blogging, Communication, Problem Solving, Customer Service, Event Planning

Education
University of Wisconsin-Madison   2005 — 2009
Bachelor of Arts (BA), Spanish Language and Literature

Universidad Complutense de Madrid   2007 — 2008
Study Abroad, Spanish Language and Literature

Brandon Masbruch Brandon Masbruch Madison, Wisconsin Area Details
Brandon Masbruch's Midwest Financial Group Experience October 2014 - Present
Job Financial Advisor, Retirement Planner, Wealth Manager, Advisor
Industry Financial Services
Experience
Midwest Financial Group   October 2014 - Present
Belmont Ambulance Service   February 2006 - Present
American Family Insurance  December 2013 - October 2014
US Army  September 2008 - September 2014
Rural Medical Ambulance   December 2012 - December 2013
University of Wisconsin Hospital and Clinics  May 2011 - January 2013
G&K Services  May 2007 - January 2010
See-Mor Grain   July 2002 - May 2007

Skills
Financial Planning, Retirement Planning, Life Insurance, Process Improvement, Investments, Investment Advisory, Roth IRA, IRAs, 401k, Wealth Management..., Training, EMT, Coaching, Healthcare, Marketing, Time Management, Leadership, Customer Service, Alternative Investments, Operational Planning, Organizational..., Critical Thinking, Emergency Management, Disaster Response, Business Strategy, Commercial Insurance, Health Insurance, Recruiting, Sales, Military, Team Building, Leadership Development, Insurance, Team Leadership, Property & Casualty..., Management, Microsoft Office

Education
Kaplan University   2015 — 2017
Master’s Degree, Finance and Financial Management Services

Kaplan   2011 — 2014
Bachelor's Degree, Business Administration and Management, General

University of Wisconsin-Platteville   2001 — 2005
Secondary Education and Teaching

Darlington High School   1997 — 2001
Diploma

Matt Cuplin, CFP ® Matt Cuplin, CFP ® Madison, Wisconsin Details
Matt Cuplin, CFP ®'s Midwest Financial Group Experience 2008 - Present
Job Senior Financial Advisor and Managing Partner at Midwest Financial Group
Industry Financial Services
Experience
Midwest Financial Group   2008 - Present
Midwest Financial Group   October 2008 - December 2013
Thrivent Financial for Lutherans  2007 - 2008
Milwaukee Brewers Baseball Club  2007 - 2007
Western Illinois University  2005 - 2007
Invasion Tours   2000 - 2005

Education
Western Illinois University
Masters, Sports Business

Western Illinois University
Bachelor, Business, Management, Marketing, and Related Support Services

Kaplan University   2014 — 2014
Certificate, Financial Planning Education Program

Niki Dayton Niki Dayton Indianapolis, Indiana Area Details
Niki Dayton's Midwest Financial Group Experience June 2012 - June 2013
Job Kelley School of Business Student
Industry Financial Services
Experience
Social&Beyond   May 2015 - August 2015
LA Fitness  May 2014 - May 2015
Crossfit Bloomington   December 2013 - August 2014
Midwest Financial Group   June 2012 - June 2013
Soho Fashion Ltd.  February 2011 - July 2012

Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Communication Skills, Critical Thinking, Leadership, Time Management, Customer Service, PowerPoint, Prezi, Fundraising, Social Media

Education
Indiana University Bloomington   2013 — 2017
Bachelor's degree, Accounting and Finance

Anderson University   2013 — 2013
Accounting, A

Hamilton Southeastern   2009 — 2013

Joan Ollmann Joan Ollmann Rockford, Illinois Area Details
Joan Ollmann's Midwest Financial Group Experience January 1985 - January 1987
Job Vice President & Chief Compliance Officer at Heritage Way Advisors, LLC
Industry Investment Management
Experience
Heritage Way Advisors, LLC   January 2003 - Present
TSW International  April 1992 - July 1995
National Computer Systems  February 1988 - April 1992
Sun Country Savings Bank   January 1987 - February 1988
Midwest Financial Group   January 1985 - January 1987
First National Bank in Champaign   June 1979 - January 1985

Skills
Wealth Management, Investments, Asset Management, Investment Advisory, Strategic Financial..., Banking, Retirement Planning, Strategic Planning

Education
University of Illinois at Urbana-Champaign   1974 — 1978
Bachelor of Science (BS), Accounting

Kara Dayton Kara Dayton Indianapolis, Indiana Area Details
Kara Dayton's Midwest Financial Group Experience June 2010 - August 2010
Job Kelley School of Business Student
Industry Financial Services
Experience
Shepherd Community Center  March 2013 - Present
Katz, Sapper & Miller   January 2014 - April 2014
The National Bank of Indianapolis  May 2013 - November 2013
Soho Fashion  May 2010 - August 2012
Midwest Financial Group   June 2010 - August 2010

Skills
CCH ProSystem fx, Microsoft Excel, External Audit, Customer Service, Microsoft Word, Public Speaking, Team Leadership, Teamwork, Customer Satisfaction, Sales, Communication, Marketing, Marketing Communications, PowerPoint, Cashiering, Bookkeeping, Community Outreach, Access, Event Planning, Business Development, Corporate Finance, Microsoft Office, Strategic Planning, Time Management

Education
Indiana University-Purdue University at Indianapolis   2012 — 2015
Accounting and Finance, Accounting and Finance

Indiana University Bloomington   2011 — 2012
Pre-Business

Hamilton Southeastern High School   2007 — 2011
Academic Honors Diploma

Debra Schalk Debra Schalk Chicago, Illinois Details
Debra Schalk's Midwest Financial Group Experience June 1986 - June 1989
Job Head Retail Trader at William Blair & Company
Industry Financial Services
Experience
William Blair & Company  March 2014 - Present
Citi  June 1997 - October 2013
Stifel Financial Corp.  1996 - 1997
Morgan Stanley  July 1994 - February 1996
Invest Financial  June 1989 - June 1994
Midwest Financial Group   June 1986 - June 1989

Skills
Fixed Income, Portfolio Management, Bonds, Series 63, Investments, Series 24, Series 65, Municipal Bonds, High Net Worth..., Securities, Series 7, Series 53, Excellent sales,..., Training & Support for..., Strong team..., portfolio construction, profiling advisors and..., identify needs and..., Trading, FINRA, Capital Markets, Bloomberg, Asset Management

Education
Northwestern University   2009 — 2010
Certificate, College of Financial Planning

University of Illinois Springfield   1985 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General

Kiki Williams Kiki Williams Greater Denver Area Details
Kiki Williams's Midwest Financial Group Experience RecruiterPage 303 ModelingSeptember 2010 - Present
Job Recruiter at Page 303 Modeling
Industry Real Estate
Experience
Midwest Financial Group   RecruiterPage 303 ModelingSeptember 2010 - Present
Hopeful Alternatives   January 2010 - Present

Education
Community College of Denver   2008 — 2012
Advertising & Management

Darian Dalsen Darian Dalsen Madison, Wisconsin Area Details
Darian Dalsen's Midwest Financial Group Experience July 2012 - May 2013
Job Community Liaison Director at Comfort Keepers
Industry Hospital & Health Care
Experience
Comfort Keepers  February 2014 - Present
Artisan Assisted Living & Memory Care   May 2013 - February 2014
Midwest Financial Group   July 2012 - May 2013
SouthernCare, Inc.   April 2011 - July 2012
Legacy Gardens Assisted Living   February 2009 - April 2011
REM WI   October 2001 - September 2008

Skills
Home care, Assisted..., Community Development, Community Outreach, Home Care, Healthcare Management, Elder Care, Small Business, Long-term Care, Healthcare

Education
University of Minnesota Duluth   1994 — 1998
BA, History, Political Science

Phillip Henderson Phillip Henderson Cincinnati Area Details
Phillip Henderson's Midwest Financial Group Experience 2000 - 2003
Job Senior Mortgage Advisor MidAmerican Financial Group
Industry Banking
Experience
Mid American Financial Group  2004 - Present
American Mortgage Lenders   2003 - 2004
Midwest Financial Group   2000 - 2003
Crown Mortgage/ Cox Financial   1998 - 2000

Skills
FHA, Refinance, Mortgage Lending, Mortgage Banking, VA loans, Loan Origination, Residential Mortgages, Reverse Mortgages, Government Loans, Mortgage Underwriting, USDA, Loans, FHA financing, Retirement Planning, Consumer Lending, Home Equity Lines of..., Single Family Homes, HUD, Real Estate Economics, Financial Analysis, Real Estate, First Time Home Buyers, Underwriting, Investment Properties, Loss Mitigation, Commercial Mortgages, Credit, Home Equity Loans, Debt Consolidation, Construction Loans, Wholesale Lending, Real Estate Financing, Banking, REO, Foreclosures, Finance, Certified Mortgage..., Commercial Lending, VA Loans, FHA Financing

Education
University of Cincinnati

Tammy Rust Tammy Rust Bourbonnais, Illinois Details
Tammy Rust's Midwest Financial Group Experience March 1985 - July 1989
Job Senior Functional Specialist at NTT DATA Americas
Industry Information Technology and Services
Experience
NTT DATA Americas  August 2012 - Present
NTT DATA  2012 - Present
Joliet Junior College  June 2010 - November 2011
Harper College  June 2006 - June 2010
Governors State University  June 2004 - June 2006
Peoria Public Schools District 150  August 2002 - March 2006
Illinois State Board of Education  November 1994 - August 2002
University of Illinois Springfield  January 1990 - November 1994
Teachers Retirement System of Illinois  August 1989 - December 1989
Midwest Financial Group   March 1985 - July 1989

Skills
CPA, CGFM, CIA, CFE, Certified Fraud Examiner, Internal Audit, Payroll, Business Process..., Finance, Auditing, Certified Government..., Budgets, Cash Management, Strategic Planning, ERP, Public Speaking, Business Intelligence, Business Analysis

Education
University of Illinois Springfield   1990 — 1992
MBA

MacMurray College   1977 — 1981
BS, Accounting/Business/Economics