Private Wealth Management Firm
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23 Private Wealth Management Firm employees in database. Find out everything there's to know about Private Wealth Management Firm 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.
Private Wealth Management Firm Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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