Strategic Wealth Partners, LLC
Industry: Company
DescriptionFounded: 2008 Parent organization: Focus Operating, LLC
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Strategic Wealth Partners, LLC Employees
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
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
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
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
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
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
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
Strategic Wealth Partners, LLC July 2015 - Present
Education
University of Illinois at Urbana-Champaign 2011 — 2015
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
Strategic Wealth Partners LLC May 2008 - November 2012
Mesirow Financial August 2002 - May 2008
Education
University of Illinois at Urbana-Champaign 1993 — 1997
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