Oberweis Securities
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Oberweis Securities Employees
Fox Valley Family YMCA August 2013 - Present
USA Athletic Club March 2010 - Present
Fox Valley YMCA January 2006 - Present
YMCA 2006 - Present
KCSEC January 2011 - May 2013
Oberweis Securities September 1999 - March 2002
Skills
Fitness Instruction, Personal Training, Fitness, Public Speaking, Fitness Training, Athletics, Wellness Coaching, Customer Service, Nutrition, Strength Training
Education
Aurora University 1998 — 2000
Bachelor of Science (B.S.), Finance, General
Alerus Financial March 2014 - Present
Whispering Oaks Association June 2004 - Present
Alerus Financial January 2013 - March 2014
Alliance Benefit Group of Michigan November 2010 - January 2013
Freedom One Financial Group October 2006 - June 2010
JPMorgan Chase October 2003 - September 2006
Standard Federal Bank April 2002 - October 2003
PaineWebber April 1989 - August 1991
Drexel Burnham Lambert December 1988 - April 1989
Oberweis Securities August 1988 - December 1988
Skills
Series 65, Notary Public, Team Leadership, Investments, Compliance, 401k, Client Service, Securities, ERISA, Retirement, Banking, Retirement Plan..., FINRA, Financial Advisory, Relationship Management, Customer Service, Strategic Planning, Cross Selling, Team Building, Microsoft Office, Series 63, Investment Advisory, Management, Leadership, Mutual Funds, Financial Services, Human Resources, Pensions, Wealth Management, CRM, Asset Allocation, Employee Benefits, Strategic Financial..., Investment Strategies
Education
Oakland University 1981 — 1983
Bachelor of Science, Economics
Oakland Community College 1979 — 1981
Associate, Liberal Arts
Livonia Franklin High School
International Subrogation Managment January 2013 - Present
International Subrogation Managment June 2010 - December 2012
International Subrogation Managment June 2009 - May 2010
Oberweis Securities January 2003 - December 2008
Skills
Health Insurance, Claim, Insurance, Property & Casualty..., Commercial Insurance
Education
Northern Illinois University 2002 — 2006
Bachelor's degree, Political Science and Government
CENTURY 21 Award July 2014 - Present
Self-employed 2001 - Present
REI April 2006 - Present
Arapahoe Basin Ski Area November 2003 - February 2006
Oberweis Securities 2001 - 2002
National Securities 1998 - 2001
Skills
Real Estate, Customer Service, Sales, Referrals, Negotiation, Sellers, Residential Homes, Investment Properties, Real Estate Transactions, Customer-focused Service, First Time Home Buyers, Leadership, Single Family Homes, Customer Satisfaction, Property Management
Education
San Diego State University-California State University 1989 — 1994
Bachelor of Arts (B.A.), Economics
Highland Park High School 1985 — 1989
High School, High School/Secondary Diplomas and Certificates
Oberweis Securities May 2011 - Present
Northwestern Mutual May 2010 - May 2011
Skills
Financial Analysis, Retirement Planning, Investments, Bonds, Series 7
Education
Purdue University 2006 — 2010
Bachelors, Management, Finance
Purdue University - Krannert School of Management 2006 — 2010
Bachelors, Management, Finance
Re/Max Platinum, Scottsdale, AZ May 2015 - Present
Keller Williams Integrity First Realty 2012 - 2014
Re/Max of Naperville, IL 1987 - 1993
Coldwell Banker Residential Real Estate 1986 - 1987
Oberweis Securities 1985 - 1986
Skills
REO/Bank Owned..., Seller Representation, Investment Properties, Buyers, Residential Homes, Referrals, Luxury, Vacation Homes, Relocation Buyers, Property, Real Estate Transactions, Foreclosures, REO, Sellers, Single Family Homes, Buyer Representation, New Home Sales
Education
Arizona State University
Bachelor's degree, Finance
Trinity International University
Deloitte & Touche August 2010 - Present
Northern Illinois University August 2009 - May 2010
Oberweis Securities May 2007 - August 2007
Education
Northern Illinois University 2009 — 2010
Masters of Accounting Sciences, Accountancy
Northern Illinois University 2005 — 2009
Bachelor of Science, Accountancy
OptionsHouse & Aperture Group, LLC March 2015 - Present
Oberweis Securities August 2013 - March 2015
Livevol Inc July 2012 - July 2013
Prime Seven August 2011 - July 2012
Livevol Inc January 2011 - July 2011
IMC Financial Markets - Chicago August 2004 - November 2009
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelors, Finance
Oberweis Securities May 2008 - Present
Skills
Bonds, Fixed Income, Trading, Securities, Municipalities, Series 63, Fixed Income Trading, Municipal, Series 7, series 52
Education
Northern Illinois University 2006 — 2009
English, Business Administration, Philosophy
William Blair and Company December 1988 - Present
Oberweis Securities November 1983 - November 1988
Education
University of San Diego 1979 — 1983
Bachelor of Arts (B.A.), Diversified Liberal Arts
Oberweis Securities July 2004 - Present
Wayne Hummer Investments January 1995 - July 2004
Skills
Fixed Income, Sales, Investments, Financial Advisory, Retirement Planning, Bonds, Mutual Funds
Education
Purdue University 1990 — 1994
B.S./B.A., Economics/History
First American National 2014 - Present
Oberweis Securities November 2001 - Present
JC Bradford Securities September 1996 - September 1999
Merrill Lynch November 1971 - January 1974
Skills
Strategic Planning, Team Building, Leadership, Coaching, Negotiation, Sales, Customer Service, New Business Development, Public Speaking, Sales Management, Leadership Development, Budgets, Contract Negotiation, Management, Marketing, Account Management, Investment Properties, Insurance, Loans, Training, Real Estate, Investments, Mortgage Lending, Wealth Management
Education
Arkansas State University 1963 — 1966
BS, Business Administration
University of Alabama 1962 — 1963
Bachelor of Science (BS), Business Administration and Management, General