Private Wealth Management Firm

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Private Wealth Management Firm Employees

Employee
Years
Job
Industry
David Lorenc David Lorenc Chicago, Illinois Details
David Lorenc's Private Wealth Management Firm Experience May 2013 - August 2013
Job Incoming Investment Banking Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey  August 2015 - Present
Houlihan Lokey  June 2015 - Present
TIAA-CREF  June 2014 - August 2014
Private Wealth Management Firm   May 2013 - August 2013
EY  July 2013 - July 2013

Skills
Finance, Financial Analysis, Bloomberg, Morningstar Direct, Data Analysis, Research, Financial Modeling, Business Valuation

Education
University of Illinois at Urbana-Champaign   2012 — 2016
Bachelor of Science (B.S.), Finance, Accountancy

Hinsdale Central High School   2009 — 2012
High School

Sunil.K. Natti Sunil.K. Natti Greater Philadelphia Area Details
Sunil.K. Natti's Private Wealth Management Firm Experience June 2010 - Present
Job SQA Engineer / Analyst @ Private Wealth Management Firm
Industry Computer Software
Experience
Private Wealth Management Firm   June 2010 - Present
Private Wealth Management Firm   June 2007 - May 2010
Global Edge Software  December 2004 - April 2007

Skills
UMTS, LTE, Unix, Test Automation, SS7, Agile Methodologies, GSM

Education
Bangalore University   1999 — 2003
B.E

Daniel Polinsky Daniel Polinsky Chesterfield, Missouri Details
Daniel Polinsky's Private Wealth Management Firm Experience May 2015 - Present
Job Wealth Management Intern at Private Wealth Management Firm
Industry Financial Services
Experience
Private Wealth Management Firm   May 2015 - Present
Habitat for Humanity Indiana University   November 2014 - November 2014
St.Louis Children's Hospital   May 2014 - July 2014
Jewish Community Center  May 2011 - July 2012
FoodBank   October 2008 - October 2008

Skills
Leadership, Building Relationships, Team Leadership, Organization, Public Speaking, Friendly Personality, Mathematics, Crunching Numbers

Education
Indiana University Bloomington   2013 — 2017
Accounting and Finance

Parkway Central High School   2009 — 2013

Kyle A. Smith, CPA Kyle A. Smith, CPA Greater Chicago Area Details
Kyle A. Smith, CPA's Private Wealth Management Firm Experience June 2011 - August 2011
Job Business and Litigation Consultant at The Kenrich Group LLC
Industry Financial Services
Experience
The Claro Group  August 2013 - October 2014
The Claro Group  August 2013 - October 2014
The Claro Group  August 2013 - October 2014
Evraz Inc NA  May 2012 - August 2012
Private Wealth Management Firm   June 2011 - August 2011
Grant Street Property Management   June 2009 - August 2010

Skills
Financial Analysis, Data Analysis, PowerPoint, Access, Management, Financial Modeling, Microsoft Office, Accounting, Public Speaking, Research, Document Review, Report Writing, Quantification, Management Consulting, Litigation Support, Summarizing Information, Microsoft Excel, Policy Analysis

Education
University of Illinois at Urbana-Champaign - College of Business   2009 — 2013
Bachelor of Science (B.S.), Finance

University of Illinois at Urbana-Champaign - College of Business   2009 — 2013
Bachelor of Science (B.S.), Accounting

City University London - Cass Business School

Andrew Shultz Andrew Shultz Wheaton, Illinois Details
Andrew Shultz's Private Wealth Management Firm Experience May 2015 - August 2015
Job VP of Operations/Treasurer at Phi Kappa Sigma, Delta Pi Chapter
Industry Financial Services
Experience
Phi Kappa Sigma - Delta Pi Chapter   May 2015 - Present
International Business Association  August 2015 - Present
Chicago Golf Club  June 2009 - Present
Private Wealth Management Firm   May 2015 - August 2015
International Business Association  January 2015 - May 2015

Skills
Mathematics, Computer Proficiency, Team Leadership, World Travel, Excellent Communication..., Microsoft Office, Data Analysis, Information Systems, Teamwork, Accounting, Finance

Education
Indiana University - Kelley School of Business   2013 — 2017
Bachelor’s Degree, Finance and Accounting, Junior

Tyesha Hezlep Tyesha Hezlep Palm Bay, Florida Details
Tyesha Hezlep's Private Wealth Management Firm Experience June 2005 - Present
Job Office Manager at a Private Wealth Management Firm
Industry Financial Services
Experience
Private Wealth Management Firm   June 2005 - Present
Aflac  June 2004 - June 2005

Skills
Long-term Care, Office Administration, Customer Service, Outlook, Spreadsheets, Event Planning, Marketing, Microsoft Excel, Insurance, Public Speaking, Employee Benefits, Administrative..., Office Management, Microsoft Office, Calendars, Data Entry, Strategic Planning

Education
Binghamton University

Frank Lecardo Frank Lecardo Greater New York City Area Details
Frank Lecardo's Private Wealth Management Firm Experience March 2012 - Present
Job Financial Services Professional, Licensed Captain and Training Expert
Industry Financial Services
Experience
Private Wealth Management Firm   March 2012 - Present
Self Employed  April 2010 - Present
Mullaney Management & Trust   June 2009 - November 2009
Private Wealth Management Firm   June 2005 - March 2009
MetLife  April 2004 - April 2005
David Lerner Associates, inc.   October 2003 - December 2003
People's United Bank  January 2000 - September 2003

Skills
Training, Customer Service, Financial Services, Yacht Charters, Management, Charter, Account Reconciliation, Customer Relations, Data Integration, Compliance, Project Management, Accounting, Team Building, Sales, Boating, Navigation, Yachting, Seamanship, Program Management, Maritime, Yachts, Captain, Junxure, Advisor Vault, Docupace, Schwab Performance..., PortfolioServices, Salesforce.com..., Salesforce.com, iOS, Microsoft Office, Finance, Instructor-led Training

Education
Sacred Heart University   1997 — 2003
B. S., Finance

Helen Knight Helen Knight Greater Chicago Area Details
Helen Knight's Private Wealth Management Firm Experience May 2014 - August 2014
Job Marketing Intern
Industry Marketing and Advertising
Experience
Campus Property Management  November 2013 - May 2015
Private Wealth Management Firm   May 2014 - August 2014
Campus Property Management  October 2013 - November 2013
University of Illinois Foundation  October 2012 - December 2012
Park District of Oak Park  May 2012 - August 2012
SugarFixe Patisserie   April 2011 - August 2011

Skills
PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Customer Service, Event Planning, Social Media, Research, Photoshop, Event Management, Public Speaking, Editing, Public Relations, Marketing, Social Media Marketing, Administrative..., English

Education
University of Illinois at Urbana-Champaign   2011 — 2015
Bachelor’s Degree, Anthropology

Beth H. Rapaport, CPA Beth H. Rapaport, CPA Greater Boston Area Details
Beth H. Rapaport, CPA's Private Wealth Management Firm Experience January 2005 - Present
Job CFO Private Wealth Management Firm
Industry Accounting
Experience
Private Wealth Management Firm   January 2005 - Present
Tweeter  February 2006 - July 2007
Clean Harbors  September 2002 - February 2006
Casual Male Retail Group  September 1995 - September 2002

Skills
Accounting, Cash Flow, Financial Statements, Financial Reporting, Internal Controls, Cash Flow Forecasting, Budgets, Corporate Finance, SEC filings, Sarbanes-Oxley Act, General Ledger, QuickBooks, Forecasting, Accounts Receivable, Revenue Recognition, Managerial Finance, Consolidation, Income Tax, Fixed Assets, Due Diligence, Bookkeeping, Office Management, Accounts Payable, Auditing, PeopleSoft, Income Statement, P&L Analysis, Human Resources

Education
Northeastern University   1986 — 1991
BSBA, Accounting

Alex Ottenheimer Alex Ottenheimer Chicago, Illinois Details
Alex Ottenheimer's Private Wealth Management Firm Experience May 2011 - August 2011
Job Law Clerk at Meltzer Purtill & Stelle LLC
Industry Law Practice
Experience
Meltzer Purtill & Stelle LLC  May 2014 - December 2014
Romanucci & Blandin Law office  January 2014 - April 2014
Chicago Kent College of Law  August 2013 - December 2013
Circuit Court of Cook County  August 2013 - November 2013
Law Offices of Chicago-Kent College of Law  June 2013 - August 2013
Levit & Lipshutz  May 2013 - August 2013
Self-Help Web Center   September 2012 - June 2013
Ottenheimer Law Group, LLC   May 2012 - August 2012
Private Wealth Management Firm   May 2011 - August 2011
Mizuho International plc   January 2011 - April 2011

Skills
Mediation, Microsoft Excel, Microsoft Word, PowerPoint, Access, Tax Preparation, Personal Income Tax...

Education
Chicago-Kent College of Law, Illinois Institute of Technology   2012 — 2015
Doctor of Law (JD), Law, 2L

Indiana University - Kelley School of Business   2008 — 2012
Bachelor of Science, Finance

Cass Business School   2011 — 2011
Finance

Lyana Fernandez Lyana Fernandez Greater New York City Area Details
Lyana Fernandez's Private Wealth Management Firm Experience April 2006 - Present
Job Assistant at private wealth management firm
Industry Investment Management
Experience
private wealth management firm   April 2006 - Present
New York Presbyterian Hospital  2010 - 2013
The Cheyenne Group  February 2005 - March 2006
AEON  May 2003 - October 2004
RUBENSTEIN PUBLIC RELATIONS, INC   January 2000 - January 2003
WEATHERPROOF GARMENT COMPANY  January 1997 - January 2000

Skills
Press Releases, Film, Editing, Customer Service, Spanish, Entertainment, Bloomberg, Teaching, CRM, Interviews, Recruiting, Advertising, Marketing, Securities, Hedge Funds, Photography, Sales, Research, Nonprofits, Private Equity, Financial Modeling, Asset Management, Fixed Income, Valuation, Politics, Event Planning, Equities

Education
New York University   1994 — 1997
1997, Dramatic Arts

NEW YORK UNIVERSITY, TISCH SCHOOL OF THE ARTS
BFA, Dramatic Arts

Paulina Iantchev Paulina Iantchev Greater Chicago Area Details
Paulina Iantchev's Private Wealth Management Firm Experience May 2014 - August 2014
Job Client Service Administrative Assistant at Huber Financial Advisors, LLC
Industry Financial Services
Experience
Huber Financial Advisors, LLC   June 2015 - Present
DePaul University  July 2013 - June 2015
Private Wealth Management Firm   May 2014 - August 2014
Arlington Heights Park District  June 2008 - August 2014
Boy Scouts of America  July 2012 - August 2012

Skills
Money Guide Pro, Microsoft Office, Public Speaking, Leadership, Spanish, Problem Solving, Morningstar Office

Education
DePaul University   2013 — 2015
B.S., Finance

Illinois State University   2011 — 2013

Buffalo Grove High School   2007 — 2011

Dacy Lewis Dacy Lewis Laguna Beach, California Details
Dacy Lewis's Private Wealth Management Firm Experience April 2015 - Present
Job Executive Assistant at Private Wealth Management Firm
Industry Financial Services
Experience
Private Wealth Management Firm   April 2015 - Present
Cal Poly Corporation  April 2014 - March 2015
Wet Seal, Inc  December 2013 - August 2014
Cal Poly University Police Department   February 2013 - November 2013
Cal Poly University Police Department   March 2012 - November 2013

Skills
Customer Service, Public Relations, Multi Tasking, Leadership, Teamwork, Event Planning, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Research, Time Management, Social Media, Social Networking, Facebook, Community Outreach

Education
California Polytechnic State University-San Luis Obispo   2011 — 2015
Bachelor of Arts (BA), Communication Studies

Denair High School   2007 — 2011

Benjamin Groya Benjamin Groya La Grange, Illinois Details
Benjamin Groya's Private Wealth Management Firm Experience May 2015 - Present
Job Wealth Management Intern at Private Wealth Management Firm
Industry Financial Services
Experience
Private Wealth Management Firm   May 2015 - Present
Indiana University Kelley School of Business  August 2012 - Present
McMillan Doolittle  May 2014 - August 2014
La Grange Country Club  June 2011 - August 2013

Skills
Microsoft Excel, Spanish, Cpr Certified, Red Cross Certified, Cycling, Market Research

Education
Indiana University Bloomington
Bachelor of Science (B.S.), Finance

Jaye Everland, CFP® Jaye Everland, CFP® Denver, Colorado Details
Jaye Everland, CFP®'s Private Wealth Management Firm Experience May 2012 - May 2013
Job Financial Advisor
Industry Financial Services
Experience
IWP Wealth - Private Client Advisors   September 2013 - Present
Private Wealth Management Firm   May 2012 - May 2013
Money In Your 30s   2011 - 2013
Investment Portfolio Solutions   January 2008 - May 2012
Investment Portfolio Solutions   January 2006 - January 2008

Skills
Comprehensive Wealth..., Building Relationships, Business Operations..., Wealth Management, Investments, Portfolio Management, Retirement, Excel, Asset Allocation, Microsoft Excel, Estate Planning, Wealth Management..., Pensions, Risk Management, Investment Management, Financial Advisory, Finance

Education
Metropolitan State College of Denver   2009 — 2011
Certificate of Personal Financial Planning

Loyola University New Orleans   2000 — 2004
BA, Sociology, Business Administration, Music Business

Lorenzo de' Medici   2001 — 2001
Italian, Italian cuisine, Sociology

Ed Hitchcock Ed Hitchcock New York, New York Details
Ed Hitchcock's Private Wealth Management Firm Experience December 2014 - Present
Job Wealth Management Associate
Industry Investment Management
Experience
Private Wealth Management Firm   December 2014 - Present
Private Wealth Management Firm   July 2014 - December 2014
LorCap   January 2014 - July 2014
Hitchcock Law Firm   May 2011 - September 2011

Skills
Archaeological Survey, Analysis, Microsoft Excel, R, Microsoft Access, Microsoft PowerPoint, Commercial Real Estate, Commercial Real Estate..., Finance, Due Diligence, Asset Management, Management, Marketing, PowerPoint, Spanish

Education
Columbia University in the City of New York   2010 — 2014
Bachelor's degree, Archaeology, Political Science, 3.4

Cretin Derham-Hall   2006 — 2010
High School Diploma, 4.4

Josh Oelsner Josh Oelsner Salt Lake City, Utah Details
Josh Oelsner's Private Wealth Management Firm Experience May 2015 - June 2015
Job Economic Consulting Major with Business Analytics Comajor
Industry Investment Management
Experience
United States Tax Court  July 2015 - Present
Zeta Beta Tau, Beta Gamma Chapter   January 2015 - Present
Zeta Beta Tau, Beta Gamma Chapter   January 2014 - Present
Private Wealth Management Firm   May 2015 - June 2015
Darryl Neher Candidate for Mayor of Bloomington   February 2015 - May 2015
Indiana University Kelley School of Business Tutor   January 2014 - May 2014

Skills
Microsoft Excel, Highly Adaptive, Customer Satisfaction, Management, Highly responsible, Quality Management, Public Speaking, Research, Microsoft Access, Stock Market, Budgets, Leadership, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Teamwork, Time Management, Marketing, Social Networking, Team Leadership, Access

Education
Indiana University - Kelley School of Business   2012 — 2016
Bachelor of Science (BS), Economic Consulting

Kyle Kirkham Kyle Kirkham Greater San Diego Area Details
Kyle Kirkham's Private Wealth Management Firm Experience May 2012 - January 2013
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  December 2012 - Present
Private Wealth Management Firm   May 2012 - January 2013
Chase Investment Services  March 2009 - May 2012
Wells Fargo  April 2005 - September 2008

Skills
Retirement Planning, Financial Planning, Series 7, Wealth Management, Investments, Portfolio Management, Financial Analysis, Strategic Financial..., Financial Modeling, Managerial Finance, MBA, Business Strategy, Marketing Strategy, Finance, Financial Planners, Investment Advisory, IRAs, Investment Strategies, Wealth, Financial Services, Investment Management, High Net Worth..., Financial Advisory, Asset Allocation, Wealth Management...

Education
National University   2005 — 2009
MBA, Business Administration

San Diego State University-California State University   1999 — 2001
Bachelor of Science, Finance

Taylor Conway Taylor Conway Greater Chicago Area Details
Taylor Conway's Private Wealth Management Firm Experience June 2011 - August 2011
Job Career Services Paraprofessional at University of Illinois at UrbanaChampaign
Industry Accounting
Experience
Deloitte  January 2014 - March 2014
University of Illinois at Urbana-Champaign  April 2011 - December 2013
3M  May 2013 - August 2013
Private Wealth Management Firm   June 2011 - August 2011

Skills
Career Development, Public Speaking, Leadership

Education
University of Illinois at Urbana-Champaign - College of Business   2010 — 2014
Bachelor of Science (B.S.), Accounting

Sean L. Johnson Sean L. Johnson Greater Chicago Area Details
Sean L. Johnson's Private Wealth Management Firm Experience May 2011 - August 2011
Job
Industry Financial Services
Experience
ConAgra Foods  May 2012 - August 2012
Aviv REIT, Inc.   November 2011 - January 2012
Private Wealth Management Firm   May 2011 - August 2011
Safer Foundation  January 2011 - May 2011

Education
University of Illinois at Chicago   2009 — 2013
Finance - Economics