SAGE Private Wealth Group

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SAGE Private Wealth Group Employees

Employee
Years
Job
Industry
Oliver Ernst, CFP®, APMA ℠ Oliver Ernst, CFP®, APMA ℠ Greater Chicago Area Details
Oliver Ernst, CFP®, APMA ℠'s SAGE Private Wealth Group Experience August 2014 - Present
Job Partner at SAGE Private Wealth Group
Industry Financial Services
Experience
SAGE Private Wealth Group   August 2014 - Present
SAGE Private Wealth Group   August 2014 - Present
The Swiss Benevolent Society of Chicago   March 2010 - March 2015
Ameriprise Financial Services, Inc. a Platinum Financial Services Practice   March 2003 - August 2014
The Cara Program  2007 - 2009
The Swiss American Business Council   2003 - 2008

Skills
Retirement Planning, Finance, Portfolio Management, Wealth Management, Estate Planning, Saving for Education, Certified Financial..., Strategic Financial..., Series 7, Investments, Mutual Funds, Financial Advisory

Education
Northwestern University School of Continuing Studies   2008 — 2009
Certificate, CERTIFIED FINANCIAL PLANNER(TM) certification education program

DePaul University   2001 — 2003
BA, Computing

Grant Grinnell Grant Grinnell Chicago, Illinois Details
Grant Grinnell's SAGE Private Wealth Group Experience July 2015 - August 2015
Job DePaul Student: B.S. Finance / CFA Level 1 Candidate
Industry Financial Services
Experience
DePaul University  January 2014 - Present
SAGE Private Wealth Group   July 2015 - August 2015
Saint Charles Motorcars   2014 - 2014
Houlihan's Restaurant and Bar  March 2013 - December 2013

Skills
Financial Accounting, Management Accounting, Financial Statement..., Financial Modeling, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, Customer Service, Management, Research, Leadership, Strategic Planning, Sales, Marketing, Teamwork, Statistical Modeling, Equity Research Analysis, Derivatives, Financial Analysis, Fixed Income Analysis

Education
DePaul University   2014 — 2016
Finance, General, 3.74

Waubonsee Community College   2012 — 2013
General Studies

Haibin Zheng Haibin Zheng Greater New York City Area Details
Haibin Zheng's SAGE Private Wealth Group Experience June 2014 - March 2015
Job Pricing and Valuation Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman  July 2015 - Present
SAGE Private Wealth Group   June 2014 - March 2015
Delphi Corporation  May 2013 - August 2013
ChinotForget IU Technology Innovation Company   January 2012 - May 2013
China Everbright Bank  May 2012 - July 2012

Skills
Financial Modeling, Microsoft Excel, Leadership, Financial Analysis, Corporate Finance, Access, PowerPoint, Microsoft Word, Management, Data Analysis, Project Management, Team Building, Stock Trading, Project Planning, Technological Innovation, Basketball, Comparable Analysis, DCF Valuation, Automotive Aftermarket, Non-profit Program..., Piano Performance, German, Military

Education
Indiana University Bloomington - Kelley School of Business   2011 — 2014
Bachelor of Science, Finance; Entrepreneurship and Corporation Innovation; Music, 3.40

Bank of America Merrill Lynch Investment Banking Program   2013 — 2013
Investment Banking

Syracuse University   2010 — 2011
Finance; Music

Howe Military School   2007 — 2010
High School, Army JROTC/ROTC, 3.96

Susan Renard Susan Renard Saint Charles, Illinois Details
Susan Renard's SAGE Private Wealth Group Experience July 2014 - Present
Job Private Client Associate at SAGE Private Wealth Group
Industry Financial Services
Experience
SAGE Private Wealth Group   July 2014 - Present
Frank Advisory Services, Inc.   July 2010 - July 2014
The PrivateBank  October 2008 - September 2009
The PrivateBank  2005 - October 2008
The PrivateBank  2002 - 2005

Skills
Excellent client..., event development and..., Community Engagement, Excellent Communication..., Creative Writing, Salesforce Administrator, PowerPoint development, executive assistant, network management, Desktop Publishing

Education
Naperville North
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs

Northern Illinois University
Bachelor's Degree, Journalism & Advertising, Sociology, Psychology

Adrian R. Park Adrian R. Park Chicago, Illinois Details
Adrian R. Park's SAGE Private Wealth Group Experience March 2012 - October 2014
Job Vice Chairman at Robert Allen Hayes
Industry Investment Banking
Experience
Robert Allen Hayes   October 2014 - Present
SAGE Private Wealth Group   March 2012 - October 2014
Raymond James Financial Inc.  March 2012 - October 2014
JPMorgan  October 2002 - March 2012
Edward Jones  September 2001 - August 2002

Skills
Wealth Management, Portfolio Management, Private Equity, Asset Managment, Investments, Bloomberg, Fixed Income, Asset Allocation, Valuation, Mutual Funds, Human Behavior, Social Intelligence, Investment Banking, Investment Advisory, Investment Management, Deal Sourcing, Deal Execution, Deal Creation, Deal Development, Deal Structures, Deal Shaping, Deal Screening, Non-verbal Communication, Neuroeconomics, Monetization, Biochemistry, Brain Research, Brain Training, Neurology, Neuroscience, Neuropsychology, Cognitive Neuroscience, Neurophysiology, Multidisciplinary Design, Due Diligence, Operational Due..., Management Due Diligence

Education
North Central University   1994 — 1999
Bachelor of Arts (B.A.)

Shawn Cook Shawn Cook Greater Chicago Area Details
Shawn Cook's SAGE Private Wealth Group Experience December 2014 - Present
Job Wealth Advisor at SAGE Private Wealth Group
Industry Financial Services
Experience
SAGE Private Wealth Group   December 2014 - Present
Feed The Need   April 2009 - Present
SAGE Private Wealth Group   May 2014 - December 2014
Southeastern University  July 2011 - May 2014
Southeastern University  April 2010 - June 2011
Southeastern University  May 2008 - April 2010
CUSD 200  2003 - 2005

Skills
Leadership Development, Leadership, Higher Education, Volunteer Management, Creative Writing, Learning Quickly, Interpersonal..., Editing, Community Outreach, Public Speaking, Microsoft Excel, Analysis, Innovation, Adaptability

Education
Southeastern University
Master of Business Administration (MBA)

Southeastern University   2006 — 2008
Bachelor of Applied Science (B.A.Sc.), Church Ministry

Concordia University Chicago   2005 — 2006
Bachelor of Applied Science (B.A.Sc.), Kinesiology and Exercise Science

College of DuPage   2003 — 2005
Associate of Arts (AA)

Wheaton North High School   1999 — 2003
High School Diploma, 9-12

Hassan Mougrabi Hassan Mougrabi Greater Detroit Area Details
Hassan Mougrabi's SAGE Private Wealth Group Experience August 2012 - October 2013
Job Cintas Corp Image Consultant
Industry Facilities Services
Experience
Cintas  January 2014 - Present
SAGE Private Wealth Group   August 2012 - October 2013
Edward Jones  July 2007 - July 2012

Skills
Sales, Business Planning, Relationship Enhancement, Financial Analysis, Account Management, B2B Marketing Strategy, MS Office Suite, Microsoft Dynamics, Leadership

Education
Oakland University   2004 — 2008
Bachelor of Business Administration (BBA), Finance, General

Albion College   2003 — 2004
Economics

Martha L. Cook Martha L. Cook Greater Chicago Area Details
Martha L. Cook's SAGE Private Wealth Group Experience September 2014 - Present
Job Private Client Associate at SAGE Private Wealth Group
Industry Financial Services
Experience
SAGE Private Wealth Group   September 2014 - Present
Self-employed  June 2014 - 2015
ANN INC.  June 2011 - September 2014
The Peoples Resource Center   May 2014 - August 2014
Winter Park Care and Rehabilitation   January 2013 - April 2013
Marion County Clerk's Office  August 2008 - August 2011

Skills
Solid computer skills, People-oriented, Social Networking, Social Services, Human Resources, Resourceful..., Painting, Fine Art, Drawing, Advice, Sales, Fashion, Craft, Creative Problem Solving, Problem Solving, Exceptional People..., Documentations, Goal Oriented, Goal Setting, Goal-oriented..., Team Leadership, Highly detail oriented, Interpersonal..., Telephone Skills, Phone Etiquette, Always Punctual, Clerical Skills, Cashiering, Close Attention to..., Organized Multi-tasker, Cash Register, Fast-paced, Dependable Team Player, Team-oriented, Friendly Personality, Outstanding..., Work Well Independently, Interpersonal..., Teamwork, Leadership, Research, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Time Management, Customer Service, Event Planning, Detail Oriented, Management

Education
Southeastern University   2013 — 2014
Masters, Human Services

University of Central Florida   2011 — 2013
Bachelor's, Social Work

College of Central Florida   2008 — 2009
Communication, General

Paul Rashid Paul Rashid Chicago, Illinois Details
Paul Rashid's SAGE Private Wealth Group Experience July 2015 - Present
Job Investment Manager at SAGE Private Wealth Group
Industry Investment Management
Experience
SAGE Private Wealth Group   July 2015 - Present
Northern Trust Corporation  May 2005 - July 2015

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2012 — 2014
Master of Business Administration (MBA), Finance and Financial Analysis

Purdue University   2000 — 2005
Bachelor's degree, Organizational Leadership

Peggy Hauser Peggy Hauser Greater Chicago Area Details
Peggy Hauser's SAGE Private Wealth Group Experience September 2013 - Present
Job Director of Client Services & Operations and Partner at SAGE Private Wealth Group
Industry Investment Management
Experience
SAGE Private Wealth Group   September 2013 - Present
SAGE Private Wealth Group   October 2011 - Present
Edward Jones  December 2006 - October 2011
American Chartered Bank  April 2005 - December 2006
Wheaton Chamber of Commerce  September 2002 - April 2005
AT&T  November 1983 - May 1990

Skills
Private Client Services, Customer Service, Office Administration, Coordination, Organization

Education
Taylor University   1979 — 1983
BS, Business Systems

DePaul University

Nick Brait, CFP® Nick Brait, CFP® Greater Chicago Area Details
Nick Brait, CFP®'s SAGE Private Wealth Group Experience September 2013 - Present
Job Managing Director and Partner at SAGE Private Wealth Group
Industry Financial Services
Experience
SAGE Private Wealth Group   September 2013 - Present
SAGE Private Wealth Group   March 1999 - Present
Edward Jones  July 1982 - February 1999

Skills
Financial Planning, Comprehensive Wealth..., Insurance Planning, Long Term Care, Succession Planning, Wealth Transfer Planning, Estate Planning, Public Speaking

Education
Northwestern University   1969 — 1974
BS, Chemical Engineering

Eric Kaehr, CFP® Eric Kaehr, CFP® Greater Chicago Area Details
Eric Kaehr, CFP®'s SAGE Private Wealth Group Experience July 2015 - Present
Job Wealth Advisor at SAGE Private Wealth Group
Industry Investment Management
Experience
SAGE Private Wealth Group   July 2015 - Present
Northern Trust  April 2012 - July 2015
Northern Trust  April 2010 - April 2012
State Street Barbers, LLC   August 2008 - June 2009
Column Capital Group   November 2007 - August 2008
Comprehensive Retirement Solutions   2007 - 2007
W.R. Grace   2006 - 2007

Skills
Equity Derivatives, Options Strategies, Equity Capital Markets, Financial Planning, Investments, Analysis, Asset Allocation, Financial Analysis, Debt, Fixed Income Trading, Risk Management, Asset Management, Alternative Investments, Wealth Management, Asset Managment, Mutual Funds, Portfolio Management, Series 7, Securities, Investment Strategies, Fixed Income, Equities, Hedge Funds, Investment Management

Education
Purdue University - Krannert School of Management   2000 — 2006
BS, Financial Planning/Business