Strategic Wealth Partners, LLC

Industry: Company

Description

Founded: 2008 Parent organization: Focus Operating, LLC

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Strategic Wealth Partners, LLC Employees

Employee
Years
Job
Industry
Tom Buhrmann, CIMA® Tom Buhrmann, CIMA® Greater Chicago Area Details
Tom Buhrmann, CIMA®'s Strategic Wealth Partners, LLC Experience October 2012 - Present
Job Wealth Advisor at Strategic Wealth Partners, LLC
Industry Investment Management
Experience
Strategic Wealth Partners, LLC   October 2012 - Present
Topin & Associates  March 2010 - October 2012
Corbett Accel Healthcare Group  November 2006 - March 2010

Skills
Investments, Portfolio Management, Strategic Financial..., Strategy, Leadership, Management, Marketing, Market Research

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2010 — 2012
Master of Business Administration (MBA), 1) Investment Management 2) Finance, 3.8/4.0

Carthage College   2002 — 2006
Bachelor of Arts (BA), 1) Business 2) Marketing, 3.6/4.0

A.J. Price A.J. Price Greater Chicago Area Details
A.J. Price's Strategic Wealth Partners, LLC Experience May 2012 - August 2013
Job Business Advisory Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP  September 2015 - Present
CapX Partners  May 2014 - July 2014
Strategic Wealth Partners, LLC   May 2012 - August 2013
Deerfield Youth Baseball & Softball Association  April 2005 - July 2013

Skills
Financial Analysis, Accounting, Income Tax, Tax, Time Management, Microsoft Excel, Financial Reporting, PowerPoint, Microsoft Word, Auditing, Microsoft Office, Financial Accounting, Financial Modeling, Finance, Consulting, sales force

Education
University of Illinois at Urbana-Champaign   2011 — 2015
Bachelor of Science (B.S.), Accounting

ESCP Europe   2014 — 2014
Business Administration and Management, General

Marcie Nach Marcie Nach Greater Chicago Area Details
Marcie Nach's Strategic Wealth Partners, LLC Experience April 2013 - Present
Job Financial Planner at Strategic Wealth Partners, LLC
Industry Financial Services
Experience
Strategic Wealth Partners, LLC   April 2013 - Present
Rabjohns Financial Group/New England Financial   January 2012 - April 2013
Aon Hewitt  2011 - 2011

Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance, General

University of Illinois at Urbana-Champaign
B.S., Elementary Education and Teaching

Evan Mayse Evan Mayse Dallas/Fort Worth Area Details
Evan Mayse's Strategic Wealth Partners, LLC Experience January 2013 - April 2013
Job Financial Planner at MassMutual DallasFort Worth
Industry Financial Services
Experience
MassMutual Dallas-Fort Worth  January 2014 - Present
Strategic Wealth Partners, LLC   January 2013 - April 2013
Wells Fargo  September 2010 - November 2012
MetLife  May 2009 - August 2009

Skills
Wealth Management, Retirement Planning, Investments, Estate Planning, Retirement, Strategic Financial..., Business Development, Manage Client..., Finance, Financial Planning, 401k Rollovers, Series 7, Income Protection, Investment Advisory, Market Research, Banking, Financial Services, Insurance, Risk Management, CRM, Credit

Education
University of Oklahoma   2006 — 2010
Bachelor of Business Administration (BBA), Finance

University of Oklahoma   2006 — 2010
Bachelor of Business Administration (BBA), Entrepreneurship

Rebecca Copeland Rebecca Copeland Washington, District Of Columbia Details
Rebecca Copeland's Strategic Wealth Partners, LLC Experience May 2011 - December 2011
Job Health Policy Fellow at Potomac Research Group
Industry Hospital & Health Care
Experience
Potomac Research Group  January 2015 - Present
Jan Schakowsky for Congress   September 2014 - November 2014
United States Senate  June 2014 - August 2014
University of Michigan School of Public Health  June 2013 - August 2013
Vanderbilt University Medical Center  June 2012 - August 2012
GlobeMed  February 2012 - May 2012
Strategic Wealth Partners, LLC   May 2011 - December 2011

Skills
Critical Thinking, Facebook, Community Development, Community Outreach, PowerPoint, Microsoft Excel, Research, Microsoft Office, Public Speaking, Healthcare, Microsoft Word, Customer Service, Teamwork, Twitter, Tumblr, Program Development, Health Education, Experience Working with..., Consulting, Strategic Leadership, Legislative Relations, Psychology, Health Policy, Political Campaigns, Salesforce.com, ExactTarget, Data Analysis

Education
Vanderbilt University   2010 — 2014
Bachelor of Arts (B.A.), Medicine, Health, and Society; Psychology

Tel Aviv University   2013 — 2014
Study Abroad

Highland Park High School   2006 — 2010

Georgetown University Emergency Medical Response Service Training
Emergency Medical Technician

Charu Dhanda Charu Dhanda Northbrook, Illinois Details
Charu Dhanda's Strategic Wealth Partners, LLC Experience March 2013 - April 2013
Job Account Associate at Blitt & Gaines Law Offices
Industry Legal Services
Experience
Blitt & Gaines Law Offices  April 2013 - Present
Strategic Wealth Partners, LLC   March 2013 - April 2013

Skills
Microsoft Office, PowerPoint, Corporate Law, Litigation, Legal Research, Legal Writing, Document Review, Outlook, Microsoft Word, Market Research, Analysis, Accounting, Account Reconciliation, Accounts Payable &..., Cost Accounting, Microsoft Excel, Leadership, Data Analysis, Customer Service

Education
DePaul University   2013 — 2015
Masters in Business

DePaul University
Bachelor's degree, International Studies/Economics

Kurtis Fluck Kurtis Fluck Greater Chicago Area Details
Kurtis Fluck's Strategic Wealth Partners, LLC Experience March 2015 - Present
Job Investment Operations Analyst at Strategic Wealth Partners
Industry Financial Services
Experience
Strategic Wealth Partners, LLC   March 2015 - Present
Connect Search, LLC  July 2014 - January 2015
Dearborn Partners  October 2012 - August 2013
Harbor Capital Advisors  September 2011 - July 2012
University of Arizona  June 2010 - May 2011

Skills
Financial Analysis, Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Access, Customer Service, Series 6, Microsoft Word, Event Planning, Research, Mutual Funds, Time Management, Account Reconciliation, Bloomberg Terminal

Education
Northern Illinois University
Master of Business Administration (MBA)

University of Arizona, Eller College of Management   2006 — 2011
Bachelor of Science (BS), Finance

Rochelle Township Highschool

Jason Teitelbaum Jason Teitelbaum Greater Chicago Area Details
Jason Teitelbaum's Strategic Wealth Partners, LLC Experience July 2015 - Present
Job Investment Analyst at Strategic Wealth Partners
Industry Financial Services
Experience
Strategic Wealth Partners, LLC   July 2015 - Present

Education
University of Illinois at Urbana-Champaign   2011 — 2015

Kelly Mathews Kelly Mathews Greater Chicago Area Details
Kelly Mathews's Strategic Wealth Partners, LLC Experience May 2014 - Present
Job Marketing Administrator | Strategic Wealth Partners
Industry Marketing and Advertising
Experience
Strategic Wealth Partners, LLC   May 2014 - Present
University of Illinois at Urbana-Champaign  September 2013 - May 2014
Young Innovations, Inc.   June 2013 - August 2013
Young Innovations, Inc.   May 2012 - August 2012
Famous Freddie's Roadhouse   May 2011 - August 2011
maurices  May 2008 - August 2010

Skills
Marketing, Brand Development, Marketing Communications, Copywriting, Event Planning, Market Research, Salesforce.com, Social Media Marketing, Social Media, Competitive Analysis, Retail, Merchandising

Education
University of Illinois at Urbana-Champaign   2010 — 2014
Bachelor's Degree, Business - Marketing and International Business

University of Illinois at Urbana-Champaign - College of Business   2010 — 2014
Bachelor of Science (BS), Marketing and International Buiness

Kim Almiro Kim Almiro Greater Chicago Area Details
Kim Almiro's Strategic Wealth Partners, LLC Experience May 2008 - November 2012
Job Director of Research
Industry Financial Services
Experience
Strategic Wealth Partners LLC  May 2008 - November 2012
Mesirow Financial  August 2002 - May 2008

Education
University of Illinois at Urbana-Champaign   1993 — 1997

Karl V. Kimball, CLU, ChFC Karl V. Kimball, CLU, ChFC Greater Philadelphia Area Details
Karl V. Kimball, CLU, ChFC's Strategic Wealth Partners, LLC Experience November 2005 - Present
Job Managing Wealth....For Life
Industry Financial Services
Experience
Strategic Wealth Partners, LLC   November 2005 - Present
Lincoln Financial Advisors  March 2003 - November 2005

Education
Ohio Wesleyan University   1974 — 1978
BA, Economics, Accounting

New Hampton School   1971 — 1974
Diploma, general

The American College
Chartered Financial Consultant and Chartered Life Underwriter

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