Navisis Financial
Description
Address: 200 S Wacker Dr, Chicago, IL 60606 Hours: Closed ⋅ Opens 7AM Mon SaturdayClosedSundayClosedMonday7AM–5PMTuesday7AM–5PMWednesday7AM–5PMThursday7AM–5PMFriday7AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (312) 274-0718Place name: : : Category: : : : Website: : Website: http://www.navisisfinancial.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 National Securities Posting publicly on the Web Write a review Reviews 1 Google review
Navisis Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Navisis Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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35 Navisis Financial employees in database. Find out everything there's to know about Navisis Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Navisis Financial Employees
Employee
Years
Job
Industry
Heather Linich-Mayer Heather Linich-Mayer's Navisis Financial Experience January 2010 - June 2010
Job Graduate Student, Computer Science Software Engineering at Loyola University Chicago
Industry Computer Software
Experience
Loyola University Chicago August 2013 - Present
Jackson National Asset Management, LLC April 2012 - November 2013
DiMeo Schneider & Associates August 2011 - April 2012
DiMeo Schneider & Associates July 2010 - August 2011
Navisis Financial January 2010 - June 2010
Marquette Associates October 2005 - April 2009
Skills
Java, C#, MySQL, PHP, Android Development
Education
Loyola University of Chicago 2001 — 2005
BBA, Finance
Loyola University Chicago August 2013 - Present
Jackson National Asset Management, LLC April 2012 - November 2013
DiMeo Schneider & Associates August 2011 - April 2012
DiMeo Schneider & Associates July 2010 - August 2011
Navisis Financial January 2010 - June 2010
Marquette Associates October 2005 - April 2009
Skills
Java, C#, MySQL, PHP, Android Development
Education
Loyola University of Chicago 2001 — 2005
BBA, Finance
Andrei Oros Andrei Oros's Navisis Financial Experience August 2012 - April 2013
Job Jr. Trader at Blue Fire Capital, LLC
Industry Financial Services
Experience
Blue Fire Capital, LLC May 2013 - Present
Navisis Financial August 2012 - April 2013
Methods Machine Tools May 2011 - August 2011
Cobra Metal Works May 2010 - August 2010
Skills
Teamwork, Customer Service, Sales, Investments, PowerPoint, Microsoft Excel, Nonprofits, Leadership, Market Research, Marketing, Strategic Planning, New Business Development, Financial Analysis, Marketing Strategy, Sales Management, Management, Public Speaking
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Blue Fire Capital, LLC May 2013 - Present
Navisis Financial August 2012 - April 2013
Methods Machine Tools May 2011 - August 2011
Cobra Metal Works May 2010 - August 2010
Skills
Teamwork, Customer Service, Sales, Investments, PowerPoint, Microsoft Excel, Nonprofits, Leadership, Market Research, Marketing, Strategic Planning, New Business Development, Financial Analysis, Marketing Strategy, Sales Management, Management, Public Speaking
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Alex Caswell's Navisis Financial Experience May 2010 - January 2011
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Charles Schwab August 2014 - April 2015
Charles Schwab September 2013 - August 2014
North Star Resource Group May 2013 - August 2013
Flooved January 2013 - March 2013
Navisis Financial May 2010 - January 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Leadership, Management, Business Analysis, Access, Research, Customer Service, Public Speaking, Financial Analysis, Social Media, Event Planning, Facebook, Social Networking, Market Research, Marketing, Non-profits, Fundraising, Community Outreach, Public Relations, Adaptability, Analytical Skills, Multilingual, Multitasking Skills, Creativity, Problem Solving, Interpersonal Skill, Listener, Fast Learner, Start-ups, Teamwork, Business Strategy, Data Analysis
Education
East China Normal University 2012 — 2012
Minor, Chinese
University of Arizona, Eller College of Management 2008 — 2012
BS, Business Management
Glenbrook south 2006 — 2008
CFA Institute
Level II CFA Candidate
Charles Schwab April 2015 - Present
Charles Schwab August 2014 - April 2015
Charles Schwab September 2013 - August 2014
North Star Resource Group May 2013 - August 2013
Flooved January 2013 - March 2013
Navisis Financial May 2010 - January 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Leadership, Management, Business Analysis, Access, Research, Customer Service, Public Speaking, Financial Analysis, Social Media, Event Planning, Facebook, Social Networking, Market Research, Marketing, Non-profits, Fundraising, Community Outreach, Public Relations, Adaptability, Analytical Skills, Multilingual, Multitasking Skills, Creativity, Problem Solving, Interpersonal Skill, Listener, Fast Learner, Start-ups, Teamwork, Business Strategy, Data Analysis
Education
East China Normal University 2012 — 2012
Minor, Chinese
University of Arizona, Eller College of Management 2008 — 2012
BS, Business Management
Glenbrook south 2006 — 2008
CFA Institute
Level II CFA Candidate
Curt Magurean's Navisis Financial Experience November 2009 - January 2012
Job Wealth Advisor at Oak Partners Inc.
Industry Financial Services
Experience
Oak Partners Inc. July 2014 - Present
Oak Partners Inc. October 2013 - July 2014
American Trust Investment Services January 2012 - September 2013
Navisis Financial November 2009 - January 2012
Skills
Investments, Wealth Management, Mutual Funds, Diversification, Financial Markets, Account Management, Cold Calling, Technical Analysis, Financial Risk..., Equity Trading, Prospecting New Clients, Maintaining Strong...
Education
Indiana University Bloomington 2005 — 2012
crown point high school
crown point high school
crown point high school
Oak Partners Inc. July 2014 - Present
Oak Partners Inc. October 2013 - July 2014
American Trust Investment Services January 2012 - September 2013
Navisis Financial November 2009 - January 2012
Skills
Investments, Wealth Management, Mutual Funds, Diversification, Financial Markets, Account Management, Cold Calling, Technical Analysis, Financial Risk..., Equity Trading, Prospecting New Clients, Maintaining Strong...
Education
Indiana University Bloomington 2005 — 2012
crown point high school
crown point high school
crown point high school
Toran Hilmer's Navisis Financial Experience August 2010 - October 2010
Job Business Analyst, Officer at The PrivateBank and Trust Company
Industry Financial Services
Experience
The PrivateBank and Trust Company April 2014 - Present
The Private Bank And Trust Company November 2010 - April 2014
Navisis Financial August 2010 - October 2010
Easy Mortgage Company September 2009 - July 2010
Comexco January 2009 - May 2009
Skills
Microsoft Excel, Project Management, Finance, Analysis, Spanish, PowerPoint, Customer Service, Microsoft Office, Banking, Consulting, Microsoft Word, Financial Analysis, Cost Control
Education
University of Wisconsin-Madison - School of Business 2007 — 2010
BBA, Finance and Spanish
University of Wisconsin-Madison 2005 — 2010
BBA, Finance and Spanish
Universidad Pablo de Olavide 2009 — 2009
School and work, Spanish and Business
The PrivateBank and Trust Company April 2014 - Present
The Private Bank And Trust Company November 2010 - April 2014
Navisis Financial August 2010 - October 2010
Easy Mortgage Company September 2009 - July 2010
Comexco January 2009 - May 2009
Skills
Microsoft Excel, Project Management, Finance, Analysis, Spanish, PowerPoint, Customer Service, Microsoft Office, Banking, Consulting, Microsoft Word, Financial Analysis, Cost Control
Education
University of Wisconsin-Madison - School of Business 2007 — 2010
BBA, Finance and Spanish
University of Wisconsin-Madison 2005 — 2010
BBA, Finance and Spanish
Universidad Pablo de Olavide 2009 — 2009
School and work, Spanish and Business
Joe Phelan's Navisis Financial Experience August 2010 - April 2011
Job Chief Operating Officer at Global Ent.
Industry Financial Services
Experience
Global Ent. May 2013 - Present
Bikini Basketball Association January 2013 - November 2014
Pier Partner's Fund March 2012 - June 2014
Groupon January 2012 - May 2013
Chicago Desire September 2012 - December 2012
Daily Deal Chat September 2011 - March 2012
Deal Umpire, LLC May 2011 - January 2012
Navisis Financial August 2010 - April 2011
CYR Adam Robinson for State Senate June 2010 - November 2010
Cook County June 2002 - August 2002
Skills
Social Media Marketing, SEO, Social Networking, Social Media, CRM, SEM, Blogging, Online Advertising, Online Marketing, Lead Generation, Marketing Communications, Mobile Marketing, Salesforce.com, Public Relations, Digital Marketing, Marketing Strategy, Public Speaking, Customer Service, E-commerce, Advertising, Investments, Email Marketing, Direct Marketing, Facebook, Organic Search, Media Relations, Digital Strategy, PPC, Web Analytics, Google Adwords, Google Analytics, Link Building, Analytics, Event Planning, Online Reputation..., Promotions, Conversion Optimization, Customer Relations, Affiliate Marketing, Viral Marketing, Online Branding, Operations Management, Start-ups, Marketing, Business Development, Sales, Account Management
Education
American International School of Law 2013 — 2014
Florida Institute of Technology 2011 — 2013
MBA
Columbia College Chicago 2009 — 2011
BA
Purdue University 2004 — 2005
Bachelor's degree
St. Ignatius College Prep 2000 — 2004
HIgh School Diploma
Global Ent. May 2013 - Present
Bikini Basketball Association January 2013 - November 2014
Pier Partner's Fund March 2012 - June 2014
Groupon January 2012 - May 2013
Chicago Desire September 2012 - December 2012
Daily Deal Chat September 2011 - March 2012
Deal Umpire, LLC May 2011 - January 2012
Navisis Financial August 2010 - April 2011
CYR Adam Robinson for State Senate June 2010 - November 2010
Cook County June 2002 - August 2002
Skills
Social Media Marketing, SEO, Social Networking, Social Media, CRM, SEM, Blogging, Online Advertising, Online Marketing, Lead Generation, Marketing Communications, Mobile Marketing, Salesforce.com, Public Relations, Digital Marketing, Marketing Strategy, Public Speaking, Customer Service, E-commerce, Advertising, Investments, Email Marketing, Direct Marketing, Facebook, Organic Search, Media Relations, Digital Strategy, PPC, Web Analytics, Google Adwords, Google Analytics, Link Building, Analytics, Event Planning, Online Reputation..., Promotions, Conversion Optimization, Customer Relations, Affiliate Marketing, Viral Marketing, Online Branding, Operations Management, Start-ups, Marketing, Business Development, Sales, Account Management
Education
American International School of Law 2013 — 2014
Florida Institute of Technology 2011 — 2013
MBA
Columbia College Chicago 2009 — 2011
BA
Purdue University 2004 — 2005
Bachelor's degree
St. Ignatius College Prep 2000 — 2004
HIgh School Diploma
Jack Euston Jack Euston's Navisis Financial Experience February 2013 - January 2014
Job Assistant Vice President, Global Markets at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. August 2015 - Present
AFEX January 2014 - August 2015
Navisis Financial February 2013 - January 2014
Skills
Investments, Sales, Foreign Exchange, Financial Modeling, Public Speaking, Networking, Finance, Social Media, PowerPoint, Financial Analysis, Mutual Funds, Bloomberg, Foreign Exchange Risk..., Hedging, Cold Calling, ETFs, Microsoft Excel, Outlook, CRM, Risk Analysis, Securities, Speed Reading
Education
University of Arkansas at Fayetteville 2008 — 2012
B.S.B.A Finance - Investments, Finance, Sam M. Walton College of Business
Universitat Autònoma de Barcelona 2010 — 2011
Completion, International Business
Rockhurst High School 2004 — 2008
Citizens Financial Group, Inc. August 2015 - Present
AFEX January 2014 - August 2015
Navisis Financial February 2013 - January 2014
Skills
Investments, Sales, Foreign Exchange, Financial Modeling, Public Speaking, Networking, Finance, Social Media, PowerPoint, Financial Analysis, Mutual Funds, Bloomberg, Foreign Exchange Risk..., Hedging, Cold Calling, ETFs, Microsoft Excel, Outlook, CRM, Risk Analysis, Securities, Speed Reading
Education
University of Arkansas at Fayetteville 2008 — 2012
B.S.B.A Finance - Investments, Finance, Sam M. Walton College of Business
Universitat Autònoma de Barcelona 2010 — 2011
Completion, International Business
Rockhurst High School 2004 — 2008
Brian Dobry Brian Dobry's Navisis Financial Experience May 2013 - September 2014
Job Football Coach Montini Catholic High School
Industry Sports
Experience
Jackson & Wells October 2014 - Present
McClure & Associates Insurance Agency March 2012 - Present
Navisis Financial May 2013 - September 2014
Dobry Trading September 2007 - March 2012
Avatar Securities, LLC February 2011 - June 2011
Federal Trading, LLC September 2004 - September 2007
Cherokee Trading Corporation/ Larson Trading, Inc. August 2002 - August 2004
TJM Institutional Services June 2002 - August 2002
R.C. Sheehan & Associates June 2000 - January 2001
Skills
Trading, Technical Analysis, Traders, Securities, Financial Markets, Economics, Risk, Arbitrage, Proprietary Trading, Trading Strategies, Derivatives, Risk Management, Equities, Trading Systems, Portfolio Management, Hedging, Asset Management, Bloomberg, Financial Modeling, Bonds, Investments, Fixed Income, Capital Markets, Alternative Investments, Electronic Trading, Excel, Equity Trading, Microsoft Office, Financial Analysis, Research, Word, Financial Planning, Stocks, Analysis, Microsoft Excel, Financial Risk, Options, Series 63, Commodity, FX Options, Options Strategies, ETFs, Finance, Series 7, Mutual Funds, Financial Services, Customer Service
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Science, Economics; Supporting Coursework- Finance, Accounting, Business Administration, and Computer Science
College of DuPage 2011 — 2011
Continuing Education (Non-Credit), Introduction to C# Programming
Jackson & Wells October 2014 - Present
McClure & Associates Insurance Agency March 2012 - Present
Navisis Financial May 2013 - September 2014
Dobry Trading September 2007 - March 2012
Avatar Securities, LLC February 2011 - June 2011
Federal Trading, LLC September 2004 - September 2007
Cherokee Trading Corporation/ Larson Trading, Inc. August 2002 - August 2004
TJM Institutional Services June 2002 - August 2002
R.C. Sheehan & Associates June 2000 - January 2001
Skills
Trading, Technical Analysis, Traders, Securities, Financial Markets, Economics, Risk, Arbitrage, Proprietary Trading, Trading Strategies, Derivatives, Risk Management, Equities, Trading Systems, Portfolio Management, Hedging, Asset Management, Bloomberg, Financial Modeling, Bonds, Investments, Fixed Income, Capital Markets, Alternative Investments, Electronic Trading, Excel, Equity Trading, Microsoft Office, Financial Analysis, Research, Word, Financial Planning, Stocks, Analysis, Microsoft Excel, Financial Risk, Options, Series 63, Commodity, FX Options, Options Strategies, ETFs, Finance, Series 7, Mutual Funds, Financial Services, Customer Service
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Science, Economics; Supporting Coursework- Finance, Accounting, Business Administration, and Computer Science
College of DuPage 2011 — 2011
Continuing Education (Non-Credit), Introduction to C# Programming
Adam Reyes's Navisis Financial Experience May 2012 - Present
Job Stock Broker Trainee at Navisis Financial
Industry Investment Management
Experience
Navisis Financial May 2012 - Present
The Zone Honda Kawasaki March 2009 - April 2012
Car-X Auto Service June 2007 - February 2009
CarX Automotive Repair June 2007 - February 2009
University of Illinois at Chicago January 2007 - May 2007
NORC November 2006 - January 2007
White Hen Pantry June 2005 - September 2005
Chicago Board of Elections June 2005 - September 2005
Skills
Word, Excel, PowerPoint, Photoshop, Lightroom, Flash Design, Final Cut Pro, Budgeting, Able To Multi-task, Strategic Planning, IT Operations, Troubleshooting, RentCentric, Lightspeed, Web Development, Online Marketing, Social Media Marketing, Direct Mail, Logistics
Education
Saint Xavier University 2011 — 2014
MBA, Finance
University of Illinois at Chicago 2001 — 2007
BFA, Photography, Video, Electronic Media
Moraine Valley Community College 2003 — 2005
Automotive Science
Brother Rice High School 1997 — 2001
at Saint Xavier University to pursue
MBA; BFA, finance; May, 2007
Navisis Financial May 2012 - Present
The Zone Honda Kawasaki March 2009 - April 2012
Car-X Auto Service June 2007 - February 2009
CarX Automotive Repair June 2007 - February 2009
University of Illinois at Chicago January 2007 - May 2007
NORC November 2006 - January 2007
White Hen Pantry June 2005 - September 2005
Chicago Board of Elections June 2005 - September 2005
Skills
Word, Excel, PowerPoint, Photoshop, Lightroom, Flash Design, Final Cut Pro, Budgeting, Able To Multi-task, Strategic Planning, IT Operations, Troubleshooting, RentCentric, Lightspeed, Web Development, Online Marketing, Social Media Marketing, Direct Mail, Logistics
Education
Saint Xavier University 2011 — 2014
MBA, Finance
University of Illinois at Chicago 2001 — 2007
BFA, Photography, Video, Electronic Media
Moraine Valley Community College 2003 — 2005
Automotive Science
Brother Rice High School 1997 — 2001
at Saint Xavier University to pursue
MBA; BFA, finance; May, 2007
Bill Tumpane's Navisis Financial Experience May 2013 - July 2013
Job Investment Banking Summer Analyst at Brown Gibbons Lang & Company
Industry Investment Banking
Experience
Brown Gibbons Lang & Company May 2015 - July 2015
GE Antares Capital June 2014 - August 2014
Navisis Financial May 2013 - July 2013
Briggs Paving June 2010 - June 2013
Skills
Social Media, PowerPoint, Spanish, Marketing, Social Networking
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor of Business Administration (BBA)
University of Michigan 2012 — 2016
Benet Academy 2008 — 2012
High School
Brown Gibbons Lang & Company May 2015 - July 2015
GE Antares Capital June 2014 - August 2014
Navisis Financial May 2013 - July 2013
Briggs Paving June 2010 - June 2013
Skills
Social Media, PowerPoint, Spanish, Marketing, Social Networking
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor of Business Administration (BBA)
University of Michigan 2012 — 2016
Benet Academy 2008 — 2012
High School
Samuel Vetter Samuel Vetter's Navisis Financial Experience 2012 - 2012
Job Operations Specialist at Covenant Trust Company
Industry Financial Services
Experience
Covenant Trust Company May 2013 - Present
Thrivent Financial for Lutherans May 2011 - June 2012
Navisis Financial 2012 - 2012
North Park University 2009 - 2011
Northwestern Mutual May 2010 - December 2010
Skills
Series 7, Financial Analysis, Finance, Investments, Portfolio Management, Asset Allocation, Strategic Financial..., Financial Modeling, Sales, Asset Management, Management, Series 63, Mutual Funds, Retirement Planning, Securities, Microsoft Office
Education
North Park University 2007 — 2011
Bachelor of Science, Business & Econ. Concentration in Management
Covenant Trust Company May 2013 - Present
Thrivent Financial for Lutherans May 2011 - June 2012
Navisis Financial 2012 - 2012
North Park University 2009 - 2011
Northwestern Mutual May 2010 - December 2010
Skills
Series 7, Financial Analysis, Finance, Investments, Portfolio Management, Asset Allocation, Strategic Financial..., Financial Modeling, Sales, Asset Management, Management, Series 63, Mutual Funds, Retirement Planning, Securities, Microsoft Office
Education
North Park University 2007 — 2011
Bachelor of Science, Business & Econ. Concentration in Management
Eddie Navarro Eddie Navarro's Navisis Financial Experience July 2011 - January 2012
Job Lead Analyst at Synchrony Financial
Industry Financial Services
Experience
Synchrony Financial August 2014 - Present
GE Capital August 2012 - July 2014
Navisis Financial July 2011 - January 2012
The University of Iowa September 2010 - May 2011
American Bar Foundation June 2010 - August 2010
The University of Iowa Undergraduate Admissions February 2010 - May 2010
The University of Iowa Foundation August 2008 - May 2010
Skills
Financial Modeling, Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Access, Finance, Market Research, Investments, Stata, Marketing, Excel, Word, SAS, Tableau
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
B.B.A., Finance, Economics
Synchrony Financial August 2014 - Present
GE Capital August 2012 - July 2014
Navisis Financial July 2011 - January 2012
The University of Iowa September 2010 - May 2011
American Bar Foundation June 2010 - August 2010
The University of Iowa Undergraduate Admissions February 2010 - May 2010
The University of Iowa Foundation August 2008 - May 2010
Skills
Financial Modeling, Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Access, Finance, Market Research, Investments, Stata, Marketing, Excel, Word, SAS, Tableau
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
B.B.A., Finance, Economics
Trish Overton Trish Overton's Navisis Financial Experience 2009 - September 2011
Job Vice President of Operations
Industry Financial Services
Experience
Calandra Financial Group 2012 - 2014
Calandra Financial Group 2012 - 2014
Calandra Financial Group 2012 - 2014
Wealth Financial Group 2011 - 2012
Navisis Financial 2009 - September 2011
Genworth Financial Services 2008 - 2009
O'Malley & Associates 2004 - 2008
Baker 500, LLC 2002 - 2004
Financeware, Inc 2000 - 2002
First Union/Wachovia 1998 - 2000
Skills
Investments, Customer Relations, Insurance, Financial Planning, New Business Development, Sales Management, Microsoft Office, Coaching, Strategic Planning, Business Planning, Account Management, Problem Solving, Public Speaking, Customer Service, CRM, Strategic Financial..., Marketing, Sales, Team Building, Leadership, Management
Education
Averett University
BS, Business Administration
Western Wisconsin Technical College
Associates, Marketing
Calandra Financial Group 2012 - 2014
Calandra Financial Group 2012 - 2014
Calandra Financial Group 2012 - 2014
Wealth Financial Group 2011 - 2012
Navisis Financial 2009 - September 2011
Genworth Financial Services 2008 - 2009
O'Malley & Associates 2004 - 2008
Baker 500, LLC 2002 - 2004
Financeware, Inc 2000 - 2002
First Union/Wachovia 1998 - 2000
Skills
Investments, Customer Relations, Insurance, Financial Planning, New Business Development, Sales Management, Microsoft Office, Coaching, Strategic Planning, Business Planning, Account Management, Problem Solving, Public Speaking, Customer Service, CRM, Strategic Financial..., Marketing, Sales, Team Building, Leadership, Management
Education
Averett University
BS, Business Administration
Western Wisconsin Technical College
Associates, Marketing
Joel Mudd Joel Mudd's Navisis Financial Experience February 2012 - July 2012
Job Account Manager at Stephen James Associates
Industry Staffing and Recruiting
Experience
Stephen James Associates April 2014 - Present
Stephen James Associates November 2012 - April 2014
Aerotek September 2012 - November 2012
Camp Winaukee June 2011 - August 2012
Navisis Financial February 2012 - July 2012
Justice For Our Neighbors August 2010 - December 2010
Labour Party Headquarters January 2010 - May 2010
Skills
Skilled Communicator, Editing, Team Oriented, Writing Skills, Excel, Writing, PowerPoint, Public Speaking, Research, Microsoft Office, Fundraising, Non-profits, Teamwork, Coaching, Data Analysis, Recruiting, Microsoft Excel, Nonprofits, Interviews, Management, Temporary Placement, Leadership, Marketing, Team-oriented, Time Management, Communication, Financial Analysis, Talent Management, Customer Service, Accounting, Cold Calling, Talent Acquisition, Negotiation, Financial Recruiting
Education
Central College 2007 — 2011
Bachelor of Arts, Political Science (Pre-Law)
Stephen James Associates April 2014 - Present
Stephen James Associates November 2012 - April 2014
Aerotek September 2012 - November 2012
Camp Winaukee June 2011 - August 2012
Navisis Financial February 2012 - July 2012
Justice For Our Neighbors August 2010 - December 2010
Labour Party Headquarters January 2010 - May 2010
Skills
Skilled Communicator, Editing, Team Oriented, Writing Skills, Excel, Writing, PowerPoint, Public Speaking, Research, Microsoft Office, Fundraising, Non-profits, Teamwork, Coaching, Data Analysis, Recruiting, Microsoft Excel, Nonprofits, Interviews, Management, Temporary Placement, Leadership, Marketing, Team-oriented, Time Management, Communication, Financial Analysis, Talent Management, Customer Service, Accounting, Cold Calling, Talent Acquisition, Negotiation, Financial Recruiting
Education
Central College 2007 — 2011
Bachelor of Arts, Political Science (Pre-Law)
Elias Mellul Elias Mellul's Navisis Financial Experience February 2013 - October 2013
Job Financial Advisor at J.P. Morgan Securities, LLC
Industry Financial Services
Experience
J.P. Morgan Securities, LLC September 2015 - Present
JPMorgan Chase Bank, N.A. November 2013 - August 2015
Navisis Financial February 2013 - October 2013
Northern Illinois University May 2012 - December 2012
Gold Depot Inc. May 2012 - August 2012
Education
Northern Illinois University 2008 — 2012
Bachelor of Science (B.S.), Finance
Northern Illinois University 2008 — 2012
Bachelor of Arts (B.A.), French: Emphasis in Business & Translation
J.P. Morgan Securities, LLC September 2015 - Present
JPMorgan Chase Bank, N.A. November 2013 - August 2015
Navisis Financial February 2013 - October 2013
Northern Illinois University May 2012 - December 2012
Gold Depot Inc. May 2012 - August 2012
Education
Northern Illinois University 2008 — 2012
Bachelor of Science (B.S.), Finance
Northern Illinois University 2008 — 2012
Bachelor of Arts (B.A.), French: Emphasis in Business & Translation
Brad Sonntag Brad Sonntag's Navisis Financial Experience April 2013 - November 2013
Job Associate Sales Representative at Arthrex
Industry Financial Services
Experience
Arthrex February 2014 - Present
Navisis Financial April 2013 - November 2013
Harpers Restaurant and Brewpub February 2012 - September 2012
Michigan State University August 2007 - January 2012
Skills
Team Leadership, Teamwork, Goal Oriented, Enthusiasm to learn, Customer Service, Series 7, Series 63
Education
Michigan State University 2007 — 2011
Bachelor’s of Arts, Hospitality Business Hospitality Business
Arthrex February 2014 - Present
Navisis Financial April 2013 - November 2013
Harpers Restaurant and Brewpub February 2012 - September 2012
Michigan State University August 2007 - January 2012
Skills
Team Leadership, Teamwork, Goal Oriented, Enthusiasm to learn, Customer Service, Series 7, Series 63
Education
Michigan State University 2007 — 2011
Bachelor’s of Arts, Hospitality Business Hospitality Business
Preetham P.'s Navisis Financial Experience May 2008 - May 2009
Job Staff Accountant at Amherst Holdings
Industry Capital Markets
Experience
Amherst Holdings May 2014 - Present
EY October 2012 - December 2013
Banyan Equity Management May 2011 - August 2011
Navisis Financial May 2008 - May 2009
Charles Schwab June 2007 - January 2008
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2012
Master of Science (MS) in Finance and Accounting
Purdue University - Krannert School of Management 2002 — 2007
Bachelors of Science, General Management
Rome Free Academy
Amherst Holdings May 2014 - Present
EY October 2012 - December 2013
Banyan Equity Management May 2011 - August 2011
Navisis Financial May 2008 - May 2009
Charles Schwab June 2007 - January 2008
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2012
Master of Science (MS) in Finance and Accounting
Purdue University - Krannert School of Management 2002 — 2007
Bachelors of Science, General Management
Rome Free Academy
Josh Craddock's Navisis Financial Experience September 2010 - August 2012
Job Emerging Technology Growth Strategist
Industry Information Technology and Services
Experience
Gartner January 2014 - Present
Advicent Solutions August 2012 - December 2013
Friday Night Recruits July 2010 - December 2012
Navisis Financial September 2010 - August 2012
School Datebooks 2009 - 2010
Skills
Series 7, Series 63, Sales, Account Management, Customer Service, Wealth Management, Portfolio Management, Investments, Financial Analysis, Strategic Financial..., Social Media Marketing, Social Media, Salesforce.com, Marketing, Microsoft Excel, PowerPoint, Copywriting, Small Business, Goal Oriented, Critical Thinking, New Business Development, Lead Generation
Education
Purdue University 2005 — 2010
Bachelor of Science (BS), Selling and Sales Management
Gartner January 2014 - Present
Advicent Solutions August 2012 - December 2013
Friday Night Recruits July 2010 - December 2012
Navisis Financial September 2010 - August 2012
School Datebooks 2009 - 2010
Skills
Series 7, Series 63, Sales, Account Management, Customer Service, Wealth Management, Portfolio Management, Investments, Financial Analysis, Strategic Financial..., Social Media Marketing, Social Media, Salesforce.com, Marketing, Microsoft Excel, PowerPoint, Copywriting, Small Business, Goal Oriented, Critical Thinking, New Business Development, Lead Generation
Education
Purdue University 2005 — 2010
Bachelor of Science (BS), Selling and Sales Management
Emily Berkshire (Salzman) Emily Berkshire (Salzman)'s Navisis Financial Experience April 2013 - February 2014
Job AFR with David Park | Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2014 - Present
Navisis Financial April 2013 - February 2014
Navisis Financial November 2011 - April 2013
Stevens and Tate Marketing June 2011 - November 2011
Storybuilders October 2010 - May 2011
McCain Foods March 2010 - October 2010
Skills
Search Advertising, Social Media Marketing, Attraction Marketing, Mobile Marketing, Internet Strategy, Market Research, Search Engine..., Search Engine Submission, Press Releases, Twitter, Facebook, Microsoft Office, Keynote, Organic Search, Online Marketing, SEO, Social Media, Online Advertising, PPC
Education
Elmhurst College 2007 — 2011
BS, Marketing
Glenbard East High School 2003 — 2007
Northwestern Mutual February 2014 - Present
Navisis Financial April 2013 - February 2014
Navisis Financial November 2011 - April 2013
Stevens and Tate Marketing June 2011 - November 2011
Storybuilders October 2010 - May 2011
McCain Foods March 2010 - October 2010
Skills
Search Advertising, Social Media Marketing, Attraction Marketing, Mobile Marketing, Internet Strategy, Market Research, Search Engine..., Search Engine Submission, Press Releases, Twitter, Facebook, Microsoft Office, Keynote, Organic Search, Online Marketing, SEO, Social Media, Online Advertising, PPC
Education
Elmhurst College 2007 — 2011
BS, Marketing
Glenbard East High School 2003 — 2007
Antanas Petkus Antanas Petkus's Navisis Financial Experience April 2010 - February 2011
Job Account Manager at ComPsych
Industry Insurance
Experience
ComPsych September 2014 - Present
Gallagher Bassett October 2011 - August 2014
Navisis Financial April 2010 - February 2011
Tobin & Munoz, LLC August 2003 - September 2007
Skills
Management, Risk Management, Series 7, Market Research, Construction Insurance, Manage Client..., Insurance, Account Management, Manage client..., CRM, Customer Service, Leadership, Training, Analysis, Research, PowerPoint
Education
Loyola University of Chicago 2004 — 2009
BBA, Economics
St. Ignatius College Prep 2000 — 2004
ComPsych September 2014 - Present
Gallagher Bassett October 2011 - August 2014
Navisis Financial April 2010 - February 2011
Tobin & Munoz, LLC August 2003 - September 2007
Skills
Management, Risk Management, Series 7, Market Research, Construction Insurance, Manage Client..., Insurance, Account Management, Manage client..., CRM, Customer Service, Leadership, Training, Analysis, Research, PowerPoint
Education
Loyola University of Chicago 2004 — 2009
BBA, Economics
St. Ignatius College Prep 2000 — 2004
Jennifer Koch Jennifer Koch's Navisis Financial Experience April 2009 - May 2013
Job District Administrator at Nalco
Industry Chemicals
Experience
Nalco May 2013 - Present
Navisis Financial April 2009 - May 2013
Skills
Account Management, Wealth Management, Series 63, Series 7, Securities, ETFs, Stocks, Strategic Financial..., Portfolio Management, Financial Advisory, Bonds, Asset Management, Finance, Financial Analysis
Education
University of St. Francis 2006 — 2008
Bachelor of Business Administration (BBA), Marketing
Triton College 2004 — 2006
Medical Radiologic Technology/Science - Radiation Therapist
Nalco May 2013 - Present
Navisis Financial April 2009 - May 2013
Skills
Account Management, Wealth Management, Series 63, Series 7, Securities, ETFs, Stocks, Strategic Financial..., Portfolio Management, Financial Advisory, Bonds, Asset Management, Finance, Financial Analysis
Education
University of St. Francis 2006 — 2008
Bachelor of Business Administration (BBA), Marketing
Triton College 2004 — 2006
Medical Radiologic Technology/Science - Radiation Therapist
Engelo Bonanno Engelo Bonanno's Navisis Financial Experience May 2012 - March 2013
Job Chicago Select Limo
Industry Transportation/Trucking/Railroad
Experience
Chicago Select Limo May 2013 - Present
Navisis Financial May 2012 - March 2013
Trading Advantage 2011 - 2012
City Wide Maintenance October 2010 - May 2011
Ameriprise Financial Services, Inc. 2010 - 2011
CareerBuilder.com May 2007 - September 2010
Envision Mortgage Solutions June 2005 - May 2006
Skills
Cold Calling, Sales, Account Management, Sales Presentations, Direct Sales, Sales Process, New Business Development, Sales Management, B2B, Qualifying Prospects, Social Media Marketing, Lead Generation, Outside Sales, Business Development, Solution Selling, Investments, Microsoft Excel, Customer Retention, Leadership, Contract Negotiation, Deal Closure, Selling, Series 7, Series 63, Deaf Culture, Recruiting, Time Management, Training, Salesforce.com, Customer Service, Coaching, Management
Education
East Lyme High
Triton-College
Psych.
Waterford High
Chicago Select Limo May 2013 - Present
Navisis Financial May 2012 - March 2013
Trading Advantage 2011 - 2012
City Wide Maintenance October 2010 - May 2011
Ameriprise Financial Services, Inc. 2010 - 2011
CareerBuilder.com May 2007 - September 2010
Envision Mortgage Solutions June 2005 - May 2006
Skills
Cold Calling, Sales, Account Management, Sales Presentations, Direct Sales, Sales Process, New Business Development, Sales Management, B2B, Qualifying Prospects, Social Media Marketing, Lead Generation, Outside Sales, Business Development, Solution Selling, Investments, Microsoft Excel, Customer Retention, Leadership, Contract Negotiation, Deal Closure, Selling, Series 7, Series 63, Deaf Culture, Recruiting, Time Management, Training, Salesforce.com, Customer Service, Coaching, Management
Education
East Lyme High
Triton-College
Psych.
Waterford High
Chris Noonan Chris Noonan's Navisis Financial Experience June 2008 - April 2010
Job Accounting Manager at Sunset Healthcare Solutions
Industry Investment Management
Experience
Sunset Healthcare Solutions January 2013 - Present
Sunset Healthcare Solutions May 2010 - December 2012
Navisis Financial June 2008 - April 2010
Total Quality Logistics June 2007 - August 2007
Skills
Excel, Customer Relations, Access, Budgeting, New Business Development, Microsoft Excel, Budgets, Healthcare, Financial Analysis, Account Management, Social Media, Marketing, Investments
Education
Northwestern University 2015 — 2016
Accounting
Miami University 2004 — 2008
BS, Finance
Sunset Healthcare Solutions January 2013 - Present
Sunset Healthcare Solutions May 2010 - December 2012
Navisis Financial June 2008 - April 2010
Total Quality Logistics June 2007 - August 2007
Skills
Excel, Customer Relations, Access, Budgeting, New Business Development, Microsoft Excel, Budgets, Healthcare, Financial Analysis, Account Management, Social Media, Marketing, Investments
Education
Northwestern University 2015 — 2016
Accounting
Miami University 2004 — 2008
BS, Finance
Jay Ahrendt's Navisis Financial Experience December 2011 - May 2013
Job Assistant Project Officer Southern Region at CN
Industry Transportation/Trucking/Railroad
Experience
CN December 2014 - Present
C.H. Robinson May 2013 - December 2014
Navisis Financial December 2011 - May 2013
Ameriprise Financial October 2007 - November 2011
A.G. Edwards & Sons, Inc. August 2002 - October 2007
Lucent Technologies July 2000 - June 2002
Baltimore Orioles, Philadelphia Phillies, San Diego Padres June 1996 - February 2000
Skills
Investments, Retirement Planning, Mutual Funds, Portfolio Management, Asset Management, Financial Advisory, Risk Management, Finance, Life Insurance, IRAs, Tax, Wealth, Series 7, Series 63, Wealth Management, Credit, Series 65, 401k Rollovers, Securities, Fixed Annuities, Insurance, Microsoft Excel, Investment Strategies, Equities, Saving for Education, New Business Development, Financial Analysis, Investor Relations, Marketing, Certified Financial..., Options
Education
Illinois Wesleyan University 1992 — 1996
B.A., Economics
Homewood Flossmoor High School 1988 — 1992
NONE, GED
CN December 2014 - Present
C.H. Robinson May 2013 - December 2014
Navisis Financial December 2011 - May 2013
Ameriprise Financial October 2007 - November 2011
A.G. Edwards & Sons, Inc. August 2002 - October 2007
Lucent Technologies July 2000 - June 2002
Baltimore Orioles, Philadelphia Phillies, San Diego Padres June 1996 - February 2000
Skills
Investments, Retirement Planning, Mutual Funds, Portfolio Management, Asset Management, Financial Advisory, Risk Management, Finance, Life Insurance, IRAs, Tax, Wealth, Series 7, Series 63, Wealth Management, Credit, Series 65, 401k Rollovers, Securities, Fixed Annuities, Insurance, Microsoft Excel, Investment Strategies, Equities, Saving for Education, New Business Development, Financial Analysis, Investor Relations, Marketing, Certified Financial..., Options
Education
Illinois Wesleyan University 1992 — 1996
B.A., Economics
Homewood Flossmoor High School 1988 — 1992
NONE, GED
Art Chick's Navisis Financial Experience June 2010 - December 2014
Job Investment Specialist
Industry Investment Banking
Experience
National Securities LLC January 2015 - Present
National Securities LLC January 2015 - Present
Navisis Financial June 2010 - December 2014
Vie Financial Group October 2002 - March 2004
Skills
Team Building, New Business Development, Sales Management, Strategic Planning, Account Management, Marketing Strategy, Sales, Financial Analysis, Salesforce.com, CRM, Marketing, Coaching, Public Speaking, Business Development
Education
DePauw University 1984 — 1988
BA, Economics, English, European History
DePauw University
National Securities LLC January 2015 - Present
National Securities LLC January 2015 - Present
Navisis Financial June 2010 - December 2014
Vie Financial Group October 2002 - March 2004
Skills
Team Building, New Business Development, Sales Management, Strategic Planning, Account Management, Marketing Strategy, Sales, Financial Analysis, Salesforce.com, CRM, Marketing, Coaching, Public Speaking, Business Development
Education
DePauw University 1984 — 1988
BA, Economics, English, European History
DePauw University
Harmish Shah's Navisis Financial Experience September 2009 - May 2010
Job Risk Systems Analyst at Intercontinental Exchange
Industry Financial Services
Experience
Intercontinental Exchange February 2015 - Present
Emil van Essen Managed Futures May 2010 - January 2015
VanKar Trading May 2010 - December 2010
Navisis Financial September 2009 - May 2010
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Equities, Derivatives, Microsoft Excel, Data Analysis, Investments, Equity Research, Quantitative Analytics, Capital Markets, Financial Markets, Options, Quantitative Finance
Education
Illinois Institute of Technology 2008 — 2010
Master of Science in Finance, Trading, Risk Management, Financial Analyst
D J Sanghvi COE 2004 — 2008
Bachelor of Engineering (B.E.), Electronics
Intercontinental Exchange February 2015 - Present
Emil van Essen Managed Futures May 2010 - January 2015
VanKar Trading May 2010 - December 2010
Navisis Financial September 2009 - May 2010
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Equities, Derivatives, Microsoft Excel, Data Analysis, Investments, Equity Research, Quantitative Analytics, Capital Markets, Financial Markets, Options, Quantitative Finance
Education
Illinois Institute of Technology 2008 — 2010
Master of Science in Finance, Trading, Risk Management, Financial Analyst
D J Sanghvi COE 2004 — 2008
Bachelor of Engineering (B.E.), Electronics
Christina Guang Lu's Navisis Financial Experience October 2009 - May 2010
Job Master student at University of Illinois at UrbanaChampaign
Industry Financial Services
Experience
Interactive Brokers January 2011 - Present
Navisis Financial October 2009 - May 2010
Skills
Equities, Investments, Derivatives, Securities, Mutual Funds
Education
University of Illinois at Urbana-Champaign 2009 — 2010
Master of science, Finance, General
Nanjing University
Bachelor of Science (B.S.), Computer Science
Interactive Brokers January 2011 - Present
Navisis Financial October 2009 - May 2010
Skills
Equities, Investments, Derivatives, Securities, Mutual Funds
Education
University of Illinois at Urbana-Champaign 2009 — 2010
Master of science, Finance, General
Nanjing University
Bachelor of Science (B.S.), Computer Science
Nick Mercadante's Navisis Financial Experience October 2010 - Present
Job Investment Broker at Navivis Financial
Industry Financial Services
Experience
Navisis Financial October 2010 - Present
Centex Homes February 2006 - November 2009
Education
DePaul University 2006 — 2010
Bachelor, Finance
Navisis Financial October 2010 - Present
Centex Homes February 2006 - November 2009
Education
DePaul University 2006 — 2010
Bachelor, Finance
Brandon Balazi's Navisis Financial Experience March 2012 - June 2012
Job Internal Wholesaler at Cedar Capital
Industry Financial Services
Experience
Astor Investment Management January 2013 - Present
Navisis Financial March 2012 - June 2012
Skills
Mutual Funds, ETFs, Series 7, Separately Managed..., Cold Calling, Zephyr Style Advisor, Salesforce.com, Alternative Investment..., Tactical Asset..., General Securities..., Email Marketing Software, Organizational..., Brand Development, Fundamental Analysis, National Accounts, Data Management, Manage Client..., Technical Analysis, Telephone Skills
Education
DePaul University 2008 — 2010
Economics
High school
Astor Investment Management January 2013 - Present
Navisis Financial March 2012 - June 2012
Skills
Mutual Funds, ETFs, Series 7, Separately Managed..., Cold Calling, Zephyr Style Advisor, Salesforce.com, Alternative Investment..., Tactical Asset..., General Securities..., Email Marketing Software, Organizational..., Brand Development, Fundamental Analysis, National Accounts, Data Management, Manage Client..., Technical Analysis, Telephone Skills
Education
DePaul University 2008 — 2010
Economics
High school
David Bartosiak's Navisis Financial Experience December 2010 - January 2014
Job The Jon Stewart of the Market, Cramer of Millenials, Momentum Stock Strategist with Zacks Investment Research, Zacks.com
Industry Financial Services
Experience
Zacks Investment Research January 2014 - Present
Navisis Financial December 2010 - January 2014
Harris Investor Services June 2008 - December 2010
Ameriprise Financial Services, Inc. 2005 - 2006
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Securities, Investments, Asset Allocation, Portfolio Management, Investment Strategies, Strategic Financial..., Retirement Planning, Equities, Financial Advisory
Education
Marquette University 2002 — 2005
BS, Applied Mathematical Economics
Zacks Investment Research January 2014 - Present
Navisis Financial December 2010 - January 2014
Harris Investor Services June 2008 - December 2010
Ameriprise Financial Services, Inc. 2005 - 2006
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Securities, Investments, Asset Allocation, Portfolio Management, Investment Strategies, Strategic Financial..., Retirement Planning, Equities, Financial Advisory
Education
Marquette University 2002 — 2005
BS, Applied Mathematical Economics
Nuru Ba'th's Navisis Financial Experience November 2011 - December 2012
Job
Industry Higher Education
Experience
Zacks Investment Management January 2013 - March 2013
Navisis Financial November 2011 - December 2012
Eddie Bauer May 2009 - January 2011
Skills
Public Speaking, Portfolio Management, Management, Leadership, Investments, Financial Analysis, Research, Time Management
Education
Coe College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business
High SchoolThe Blake School
Zacks Investment Management January 2013 - March 2013
Navisis Financial November 2011 - December 2012
Eddie Bauer May 2009 - January 2011
Skills
Public Speaking, Portfolio Management, Management, Leadership, Investments, Financial Analysis, Research, Time Management
Education
Coe College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business
High SchoolThe Blake School
Mark Bubien's Navisis Financial Experience June 2010 - August 2010
Job New Accounts Specialist at Interactive Brokers
Industry Financial Services
Experience
Interactive Brokers July 2012 - Present
JP Morgan Chase April 2011 - July 2012
Navisis Financial June 2010 - August 2010
Macy's December 2008 - January 2010
Emerson Development Corp. June 2006 - August 2007
Skills
Investments
Education
Purdue University 2006 — 2010
Bachelor of Science, Financial Counseling and Planning
Interactive Brokers July 2012 - Present
JP Morgan Chase April 2011 - July 2012
Navisis Financial June 2010 - August 2010
Macy's December 2008 - January 2010
Emerson Development Corp. June 2006 - August 2007
Skills
Investments
Education
Purdue University 2006 — 2010
Bachelor of Science, Financial Counseling and Planning
Curtis Fox's Navisis Financial Experience January 2007 - August 2010
Job Founder of ColdLeopard
Industry Internet
Experience
ColdLeopard.com March 2010 - Present
General Motors March 2012 - October 2012
GoDaddy March 2011 - March 2012
Navisis Financial January 2007 - August 2010
Charles Schwab &Co February 2002 - January 2007
Skills
Securities, Investments, Equities, Wealth Management, Trading, Bonds, Portfolio Management, Alternative Investments, Asset Managment, Options, Microsoft Exchange, SSL Certificates, Email Hosting, Email Marketing, Automotive, Automotive Products, Domain Registration, Domain Names, Ecommerce, Snow Leopard, Endangered Species, Microsoft Servers, Technical Analysis, Hosted Microsoft..., Series 63, Series 7, E-commerce, Asset Management, Online Marketing, Web Marketing
Education
Syracuse University 1989 — 1991
BS, Chemical Egineering
Pace University 1980 — 1982
undergratuate studies
Hunter College
undergraduate studies
ColdLeopard.com March 2010 - Present
General Motors March 2012 - October 2012
GoDaddy March 2011 - March 2012
Navisis Financial January 2007 - August 2010
Charles Schwab &Co February 2002 - January 2007
Skills
Securities, Investments, Equities, Wealth Management, Trading, Bonds, Portfolio Management, Alternative Investments, Asset Managment, Options, Microsoft Exchange, SSL Certificates, Email Hosting, Email Marketing, Automotive, Automotive Products, Domain Registration, Domain Names, Ecommerce, Snow Leopard, Endangered Species, Microsoft Servers, Technical Analysis, Hosted Microsoft..., Series 63, Series 7, E-commerce, Asset Management, Online Marketing, Web Marketing
Education
Syracuse University 1989 — 1991
BS, Chemical Egineering
Pace University 1980 — 1982
undergratuate studies
Hunter College
undergraduate studies
Michael Carelli's Navisis Financial Experience April 2012 - April 2012
Job Records Auditor at Kaplan University through Graham Holdings Corporation
Industry Higher Education
Experience
Graham Holdings July 2013 - Present
Allstate March 2013 - July 2013
Allstate July 2012 - February 2013
WR Property Management, LLC January 2012 - September 2012
Navisis Financial April 2012 - April 2012
University of Kentucky 2007 - 2010
Skills
Insurance, FINRA, Quality Control, Market Research, Microsoft Excel, Finance, Employee Training, Customer Service, Statistics, Data Analysis, Access, Types 65-75 WPM, Teamwork, Time Management, PowerPoint, Research, Microsoft Office, Microsoft Word, Public Speaking, Higher Education, Social Media, Teaching, Outlook, Data Entry, English, SQL, Leadership, SPSS, Analysis
Education
University of Kentucky 2007 — 2010
Business Administration, Finance
Graham Holdings July 2013 - Present
Allstate March 2013 - July 2013
Allstate July 2012 - February 2013
WR Property Management, LLC January 2012 - September 2012
Navisis Financial April 2012 - April 2012
University of Kentucky 2007 - 2010
Skills
Insurance, FINRA, Quality Control, Market Research, Microsoft Excel, Finance, Employee Training, Customer Service, Statistics, Data Analysis, Access, Types 65-75 WPM, Teamwork, Time Management, PowerPoint, Research, Microsoft Office, Microsoft Word, Public Speaking, Higher Education, Social Media, Teaching, Outlook, Data Entry, English, SQL, Leadership, SPSS, Analysis
Education
University of Kentucky 2007 — 2010
Business Administration, Finance