The Heartland Group
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The Heartland Group Employees
Employee
Years
Job
Industry
Jack DiNardo Jack DiNardo's The Heartland Group Experience March 2011 - June 2011
Job Associate at Cushman & Wakefield
Industry Commercial Real Estate
Experience
Cushman & Wakefield November 2012 - Present
Al Gelato, Inc. 2009 - October 2012
The Heartland Group March 2011 - June 2011
Skills
Marketing, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Research, Microsoft Word, Customer Service, Financial Analysis, Strategic Planning, Commercial Real Estate, Sales, Social Media, Training, Management
Education
Northwestern University 2011 — 2012
Master of Arts (M.A.), Liberal Arts and Sciences/Liberal Studies
Northwestern University 2007 — 2011
Bachelor of Arts (B.A.), Political Science
Hinsdale Central 2003 — 2007
Cushman & Wakefield November 2012 - Present
Al Gelato, Inc. 2009 - October 2012
The Heartland Group March 2011 - June 2011
Skills
Marketing, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Research, Microsoft Word, Customer Service, Financial Analysis, Strategic Planning, Commercial Real Estate, Sales, Social Media, Training, Management
Education
Northwestern University 2011 — 2012
Master of Arts (M.A.), Liberal Arts and Sciences/Liberal Studies
Northwestern University 2007 — 2011
Bachelor of Arts (B.A.), Political Science
Hinsdale Central 2003 — 2007
Edwin Wu's The Heartland Group Experience March 2015 - June 2015
Job Student at Northwestern University
Industry Financial Services
Experience
Ziegler June 2015 - August 2015
Kellogg School of Management - Strategy March 2015 - July 2015
The Heartland Group March 2015 - June 2015
Northwestern University Department of Economics June 2014 - September 2014
Intact Genomics June 2013 - September 2013
Education
Northwestern University 2013 — 2017
Bachelor of Arts (BA): Mathematical Methods in the Social Sciences, Economics, and Mathematics, Minor: Computer Science, 3.8
Northwestern University - Kellogg School of Management 2015 — 2016
Kellogg Certificate Program for Undergraduates, Financial Economics
University of Wisconsin-Madison 2013 — 2013
Youth Options Program, GPA: 4.0
Ziegler June 2015 - August 2015
Kellogg School of Management - Strategy March 2015 - July 2015
The Heartland Group March 2015 - June 2015
Northwestern University Department of Economics June 2014 - September 2014
Intact Genomics June 2013 - September 2013
Education
Northwestern University 2013 — 2017
Bachelor of Arts (BA): Mathematical Methods in the Social Sciences, Economics, and Mathematics, Minor: Computer Science, 3.8
Northwestern University - Kellogg School of Management 2015 — 2016
Kellogg Certificate Program for Undergraduates, Financial Economics
University of Wisconsin-Madison 2013 — 2013
Youth Options Program, GPA: 4.0
Anita Hui's The Heartland Group Experience June 2012 - October 2012
Job Development Coordinator at Ounce of Prevention Fund
Industry Nonprofit Organization Management
Experience
Ounce of Prevention Fund June 2014 - Present
University of Chicago December 2013 - June 2014
Northwestern University School of Law August 2013 - October 2013
The Cliff Dwellers Club March 2013 - August 2013
DePaul University August 2011 - August 2013
The Festivalists November 2012 - January 2013
The Heartland Group June 2012 - October 2012
DePaul University May 2012 - August 2012
Skills
Event Planning, Student Development, Student Affairs, Social Media, Residence Life, Higher Education, Student Engagement, Fundraising, Community Outreach, Research, Public Speaking, Volunteer Management, Nonprofits, Event Management, Customer Service, Facebook
Education
DePaul University 2010 — 2013
Bachelor's degree, Public Relations, Hospitality minor
Purdue University 2009 — 2009
Bachelor's degree, Public Relations
Adlai E. Stevenson High 2005 — 2009
Ounce of Prevention Fund June 2014 - Present
University of Chicago December 2013 - June 2014
Northwestern University School of Law August 2013 - October 2013
The Cliff Dwellers Club March 2013 - August 2013
DePaul University August 2011 - August 2013
The Festivalists November 2012 - January 2013
The Heartland Group June 2012 - October 2012
DePaul University May 2012 - August 2012
Skills
Event Planning, Student Development, Student Affairs, Social Media, Residence Life, Higher Education, Student Engagement, Fundraising, Community Outreach, Research, Public Speaking, Volunteer Management, Nonprofits, Event Management, Customer Service, Facebook
Education
DePaul University 2010 — 2013
Bachelor's degree, Public Relations, Hospitality minor
Purdue University 2009 — 2009
Bachelor's degree, Public Relations
Adlai E. Stevenson High 2005 — 2009
Val Petkov Val Petkov's The Heartland Group Experience December 2008 - June 2010
Job Managing Broker/Owner at RPM Real Estate
Industry Real Estate
Experience
RPM Real Estate Company December 2009 - Present
RPM Real Estate December 2009 - Present
Brokers' Risk Placement Service, Inc. December 2011 - July 2015
Dream Town Realty January 2009 - January 2012
Limo Envy December 2009 - July 2011
The Heartland Group December 2008 - June 2010
John Hancock Life Insurance Company (U.S.A.) 2007 - 2008
Rizzo Realty Group January 2005 - January 2006
Skills
Property & Casualty..., Life Insurance, Health Insurance, Negotiation, New Business Development, Sales Management, Real Estate, Workers Compensation, Umbrella Insurance, Entrepreneurship, Sales Process, Property Management, Rentals, Investment Properties, First Time Home Buyer..., REO, Foreclosures, Sales, CRM, First Time Home Buyers, Marketing Communications, Leadership, Insurance, Customer Retention, Marketing, Team Building, Customer Service, Selling, Finance, Competitive Analysis, Investments, Time Management, Property, Contract Negotiation, Underwriting, Training, Small Business, Strategic Planning, Coaching, Brokerage, Strategic Financial..., Commercial Real Estate, Business Development, Real Estate Transactions, Investors, Mergers & Acquisitions, Mortgage Lending, Budgets, Cold Calling, Residential Homes
Education
Roosevelt University 2006 — 2008
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Lake Zurich High School 1998 — 2001
RPM Real Estate Company December 2009 - Present
RPM Real Estate December 2009 - Present
Brokers' Risk Placement Service, Inc. December 2011 - July 2015
Dream Town Realty January 2009 - January 2012
Limo Envy December 2009 - July 2011
The Heartland Group December 2008 - June 2010
John Hancock Life Insurance Company (U.S.A.) 2007 - 2008
Rizzo Realty Group January 2005 - January 2006
Skills
Property & Casualty..., Life Insurance, Health Insurance, Negotiation, New Business Development, Sales Management, Real Estate, Workers Compensation, Umbrella Insurance, Entrepreneurship, Sales Process, Property Management, Rentals, Investment Properties, First Time Home Buyer..., REO, Foreclosures, Sales, CRM, First Time Home Buyers, Marketing Communications, Leadership, Insurance, Customer Retention, Marketing, Team Building, Customer Service, Selling, Finance, Competitive Analysis, Investments, Time Management, Property, Contract Negotiation, Underwriting, Training, Small Business, Strategic Planning, Coaching, Brokerage, Strategic Financial..., Commercial Real Estate, Business Development, Real Estate Transactions, Investors, Mergers & Acquisitions, Mortgage Lending, Budgets, Cold Calling, Residential Homes
Education
Roosevelt University 2006 — 2008
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Lake Zurich High School 1998 — 2001
Clarke Mason Clarke Mason's The Heartland Group Experience May 2015 - Present
Job Financial Representative at The Heartland Group
Industry Consumer Services
Experience
The Heartland Group May 2015 - Present
Western & Southern Financial Group August 2014 - Present
Skills
Consulting, New Business Development, Underwriting, Sales, Marketing, Recruiting, Employee Relations, Organizational..., Employee Benefits, Workers Compensation, Compensation & Benefit, Culture Change, Reorganisation, Union, Collective Bargaining, Training Delivery, Succession Planning, Plant Supervision, Management, Personnel Management, Technical Recruiting, Leadership, Human Resources, Public Speaking
Education
Cornell University 1979 — 1983
BS, Industrial & Labor Relations
University of Detroit Mercy School of Law
None, Law
The Heartland Group May 2015 - Present
Western & Southern Financial Group August 2014 - Present
Skills
Consulting, New Business Development, Underwriting, Sales, Marketing, Recruiting, Employee Relations, Organizational..., Employee Benefits, Workers Compensation, Compensation & Benefit, Culture Change, Reorganisation, Union, Collective Bargaining, Training Delivery, Succession Planning, Plant Supervision, Management, Personnel Management, Technical Recruiting, Leadership, Human Resources, Public Speaking
Education
Cornell University 1979 — 1983
BS, Industrial & Labor Relations
University of Detroit Mercy School of Law
None, Law
Jeffrey M. Creswell Jeffrey M. Creswell's The Heartland Group Experience September 2009 - September 2010
Job Manager at J. Alexander's Restaurants
Industry Hospitality
Experience
J. Alexander's Restaurants January 2015 - Present
J. Alexander's Restaurants December 2013 - January 2015
Biaggi's Ristorante Italiano October 2010 - December 2013
The Heartland Group September 2009 - September 2010
The Onion Pub and Brewery April 2007 - September 2009
The Sports Academy January 2003 - September 2007
Skills
Employee Management, Craft Beer, Wine Lists, Wine, Beer, Alcoholic Beverages, Alcohol Awareness, Responsible Service of..., Food & Beverage, Event Planning, Food Service, New Restaurant Openings, PowerPoint, Bartending, Restaurant Management, Inventory Management, Menu Development, Fine Dining, Wine Tasting, Event Management, Hospitality, Hospitality Management, Cocktails, Marketing, Hiring, Beverage Industry, Food Pairing, Restaurants, Micros, Food Safety, Food Preparation, Hospitality Industry, Wine, Pre-opening, Catering
Education
Illinois Center for Broadcasting-Lombard Campus 2012 — 2013
Certificate in radio and television broadcasting, Radio, Television, and Digital Communication
Purdue University 2005 — 2007
Communications
Harper College 2007 — 2011
Communications
J. Alexander's Restaurants January 2015 - Present
J. Alexander's Restaurants December 2013 - January 2015
Biaggi's Ristorante Italiano October 2010 - December 2013
The Heartland Group September 2009 - September 2010
The Onion Pub and Brewery April 2007 - September 2009
The Sports Academy January 2003 - September 2007
Skills
Employee Management, Craft Beer, Wine Lists, Wine, Beer, Alcoholic Beverages, Alcohol Awareness, Responsible Service of..., Food & Beverage, Event Planning, Food Service, New Restaurant Openings, PowerPoint, Bartending, Restaurant Management, Inventory Management, Menu Development, Fine Dining, Wine Tasting, Event Management, Hospitality, Hospitality Management, Cocktails, Marketing, Hiring, Beverage Industry, Food Pairing, Restaurants, Micros, Food Safety, Food Preparation, Hospitality Industry, Wine, Pre-opening, Catering
Education
Illinois Center for Broadcasting-Lombard Campus 2012 — 2013
Certificate in radio and television broadcasting, Radio, Television, and Digital Communication
Purdue University 2005 — 2007
Communications
Harper College 2007 — 2011
Communications
Clara (Yunfei) Jia Clara (Yunfei) Jia's The Heartland Group Experience May 2014 - Present
Job CPA in progress, THG Financial Intern
Industry Financial Services
Experience
The Heartland Group May 2014 - Present
StuffDOT, Inc November 2013 - March 2014
Hanesbrands Inc. February 2013 - April 2013
Industrial and Commercial Bank of China July 2012 - August 2012
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, SAP, Marketing, Data Analysis, Pivot Tables, US GAAP, IFRS, Business Analysis, Financial Management, Business Planning, Project Management, Accounting, Accounts Receivable, Account Reconciliation, Financial Statements
Education
University of Illinois at Urbana-Champaign 2013 — 2014
Master's degree, Accounting and Finance
Sichuan University 2009 — 2013
Bachelor's degree, Accounting
The Heartland Group May 2014 - Present
StuffDOT, Inc November 2013 - March 2014
Hanesbrands Inc. February 2013 - April 2013
Industrial and Commercial Bank of China July 2012 - August 2012
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, SAP, Marketing, Data Analysis, Pivot Tables, US GAAP, IFRS, Business Analysis, Financial Management, Business Planning, Project Management, Accounting, Accounts Receivable, Account Reconciliation, Financial Statements
Education
University of Illinois at Urbana-Champaign 2013 — 2014
Master's degree, Accounting and Finance
Sichuan University 2009 — 2013
Bachelor's degree, Accounting
Trevor Schultz Trevor Schultz's The Heartland Group Experience March 2012 - February 2014
Job Business Development Consultant at ComPsych
Industry Human Resources
Experience
ComPsych May 2014 - Present
The Heartland Group March 2012 - February 2014
Waddell & Reed June 2010 - March 2012
Skills
Asset Allocation, Business Development, IRAs, Finance, Financial Planners, Financial Goals, Fixed Annuities, Strategic Planning, Management, Financial Planning, Customer Service, PowerPoint, Social Media, Microsoft Excel, Leadership, Event Planning, Microsoft Office
Education
Northwestern University 2003 — 2007
Bachelor of Arts (B.A.), Sociology
ComPsych May 2014 - Present
The Heartland Group March 2012 - February 2014
Waddell & Reed June 2010 - March 2012
Skills
Asset Allocation, Business Development, IRAs, Finance, Financial Planners, Financial Goals, Fixed Annuities, Strategic Planning, Management, Financial Planning, Customer Service, PowerPoint, Social Media, Microsoft Excel, Leadership, Event Planning, Microsoft Office
Education
Northwestern University 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Donald E. Hernandez Donald E. Hernandez's The Heartland Group Experience September 2014 - Present
Job Financial Representative at The Heartland Group
Industry Financial Services
Experience
The Heartland Group September 2014 - Present
Guildhall Restaurant and Bar March 2011 - July 2014
Skills
Management, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Marketing, Sales, Customer Service, Teamwork, Event Planning
Education
University of Illinois at Chicago 2008 — 2011
Bachelor's Degree, Entrepreneurship/Entrepreneurial Studies
Oakton Community College 2006 — 2008
Associate's Degree, Marketing/Marketing Management, General
Maine Township East 1995 — 1999
High School, General Studies
The Heartland Group September 2014 - Present
Guildhall Restaurant and Bar March 2011 - July 2014
Skills
Management, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Marketing, Sales, Customer Service, Teamwork, Event Planning
Education
University of Illinois at Chicago 2008 — 2011
Bachelor's Degree, Entrepreneurship/Entrepreneurial Studies
Oakton Community College 2006 — 2008
Associate's Degree, Marketing/Marketing Management, General
Maine Township East 1995 — 1999
High School, General Studies
Annabelle A. Lee, LUTCF's The Heartland Group Experience January 2014 - February 2015
Job Partner at New York Life Chicago
Industry Financial Services
Experience
New York Life Insurance Company February 2015 - Present
The Heartland Group January 2014 - February 2015
SUL Realty July 2011 - February 2015
Water Tower Financial Partners, LLC - MassMutual Financial Group November 2011 - January 2014
National Life Group March 2010 - October 2011
MetLife Securities June 2009 - March 2010
The Prime Group, Inc. 2006 - 2007
Advanced Equities Financial Corp. 2002 - 2006
Education
DePaul University
The American College 2010 — 2013
College of Lake County
Associate of Arts and Sciences (AAS)
University of Pennsylvania - The Wharton School
New York Life Insurance Company February 2015 - Present
The Heartland Group January 2014 - February 2015
SUL Realty July 2011 - February 2015
Water Tower Financial Partners, LLC - MassMutual Financial Group November 2011 - January 2014
National Life Group March 2010 - October 2011
MetLife Securities June 2009 - March 2010
The Prime Group, Inc. 2006 - 2007
Advanced Equities Financial Corp. 2002 - 2006
Education
DePaul University
The American College 2010 — 2013
College of Lake County
Associate of Arts and Sciences (AAS)
University of Pennsylvania - The Wharton School
Jaclyn Unger Jaclyn Unger's The Heartland Group Experience August 2010 - March 2012
Job Experienced Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors March 2012 - Present
The Heartland Group August 2010 - March 2012
State Farm Insurance Agency May 2009 - February 2010
Skills
Strategic Financial..., Life Insurance, Estate Planning, Long Term Care Insurance, Disability Insurance, Retirement Planning
Education
Illinois State University 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Small Business Management & Entrepreneurship
AXA Advisors March 2012 - Present
The Heartland Group August 2010 - March 2012
State Farm Insurance Agency May 2009 - February 2010
Skills
Strategic Financial..., Life Insurance, Estate Planning, Long Term Care Insurance, Disability Insurance, Retirement Planning
Education
Illinois State University 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Small Business Management & Entrepreneurship
Kenneth Abrams Kenneth Abrams's The Heartland Group Experience August 2011 - September 2012
Job Financial Advisor
Industry Financial Services
Experience
Financial Services Industry October 2012 - Present
The Heartland Group August 2011 - September 2012
Education
Northwestern University 1981 — 1982
Accounting and Business/Management
Illinois State University 1975 — 1979
Bachelor of Applied Science (BASc), Agricultural Business and Management
Financial Services Industry October 2012 - Present
The Heartland Group August 2011 - September 2012
Education
Northwestern University 1981 — 1982
Accounting and Business/Management
Illinois State University 1975 — 1979
Bachelor of Applied Science (BASc), Agricultural Business and Management
Eric Calvert Eric Calvert's The Heartland Group Experience January 2012 - Present
Job Financial Advisor at The Heartland Group
Industry Financial Services
Experience
The Heartland Group January 2012 - Present
Eastern Illinois University Union January 2011 - December 2011
First Mid-Illinois Bank and Trust January 2010 - December 2011
McClane Motors January 2007 - June 2009
Skills
Financial Planning, Excel, Customer Service, PowerPoint, Word
Education
Eastern Illinois University 2008 — 2011
Bachelor of Sciences, Economics
The Heartland Group January 2012 - Present
Eastern Illinois University Union January 2011 - December 2011
First Mid-Illinois Bank and Trust January 2010 - December 2011
McClane Motors January 2007 - June 2009
Skills
Financial Planning, Excel, Customer Service, PowerPoint, Word
Education
Eastern Illinois University 2008 — 2011
Bachelor of Sciences, Economics
Jason L. Greer's The Heartland Group Experience June 2014 - Present
Job Financial Representative & Business Development Manager
Industry Financial Services
Experience
The Heartland Group June 2014 - Present
Innovative Insurance Brokers, Inc September 2013 - August 2014
Waddell & Reed February 2013 - August 2013
Mutual of Omaha 2010 - January 2013
Mutual of Omaha 2010 - 2013
Skills
Sales, Customer Service, Leadership, Team Building, Retirement, Insurance, Marketing, Finance, Small Business, Employee Benefits
Education
North Park University 1999 — 2002
Business: Finance
Evanston Township High School 1992 — 1996
The Heartland Group June 2014 - Present
Innovative Insurance Brokers, Inc September 2013 - August 2014
Waddell & Reed February 2013 - August 2013
Mutual of Omaha 2010 - January 2013
Mutual of Omaha 2010 - 2013
Skills
Sales, Customer Service, Leadership, Team Building, Retirement, Insurance, Marketing, Finance, Small Business, Employee Benefits
Education
North Park University 1999 — 2002
Business: Finance
Evanston Township High School 1992 — 1996
Peggy Goddeau Peggy Goddeau's The Heartland Group Experience May 2012 - Present
Job Comprehensive, Flexible, Integrated Financial Strategies to Help Create Financial Security For Your Future.
Industry Financial Services
Experience
Financial Link August 2015 - Present
The Heartland Group May 2012 - Present
Prudential Financial August 2009 - May 2012
Podiatric Practice 1995 - 2006
Education
Dr. William M. Scholl College of Podiatric Medicine at Rosalind Franklin University of Medicine and
Doctor of Podiatric Medicine, Podiatric Medicine
Dr. William M. Scholl College of Podiatric Medicine at Rosalind Franklin University of Medicine and
Bachelor of Science (BS), Human Biology
University of Puget Sound
B.S., Physiology
Financial Link August 2015 - Present
The Heartland Group May 2012 - Present
Prudential Financial August 2009 - May 2012
Podiatric Practice 1995 - 2006
Education
Dr. William M. Scholl College of Podiatric Medicine at Rosalind Franklin University of Medicine and
Doctor of Podiatric Medicine, Podiatric Medicine
Dr. William M. Scholl College of Podiatric Medicine at Rosalind Franklin University of Medicine and
Bachelor of Science (BS), Human Biology
University of Puget Sound
B.S., Physiology
Melissa Gaier's The Heartland Group Experience May 2011 - October 2011
Job Financial Advisor at Estate & Trust Advisors
Industry Financial Services
Experience
Estate & Trust Advisors October 2011 - Present
The Heartland Group May 2011 - October 2011
Wall Street Journal Office Network May 2010 - May 2011
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Investments, Estate Planning, Series 7, Series 63, Series 65, Asset Management, Strategic Planning, Retirement Planning
Education
Adlai E. Stevenson High School
IES Abroad - Barcelona
Liberal Arts & Business
Miami University
BS Business, Finance
Estate & Trust Advisors October 2011 - Present
The Heartland Group May 2011 - October 2011
Wall Street Journal Office Network May 2010 - May 2011
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Investments, Estate Planning, Series 7, Series 63, Series 65, Asset Management, Strategic Planning, Retirement Planning
Education
Adlai E. Stevenson High School
IES Abroad - Barcelona
Liberal Arts & Business
Miami University
BS Business, Finance
Robert T. Bockel Robert T. Bockel's The Heartland Group Experience May 2014 - Present
Job Wealth Strategies at The Heartland Group
Industry Financial Services
Experience
The Heartland Group May 2014 - Present
Leap Systems, LLC 2002 - Present
Pearre & Associates, Ltd. February 2013 - May 2014
MassMutual Financial Group April 2002 - February 2013
Bridgeport Securities January 2000 - January 2001
International Trading Institute July 1994 - June 2000
AOT USA, L.L.C August 1998 - January 2000
Timber Hill, L.L.C April 1995 - August 1998
Skills
Financial Services, Retirement Planning, FINRA, 401k, Wealth Management, Small Business, Estate Planning, Wealth, Series 63, Long Term Care Insurance
Education
University of Iowa 1989 — 1994
BS
Marist High School 1985 — 1989
The Heartland Group May 2014 - Present
Leap Systems, LLC 2002 - Present
Pearre & Associates, Ltd. February 2013 - May 2014
MassMutual Financial Group April 2002 - February 2013
Bridgeport Securities January 2000 - January 2001
International Trading Institute July 1994 - June 2000
AOT USA, L.L.C August 1998 - January 2000
Timber Hill, L.L.C April 1995 - August 1998
Skills
Financial Services, Retirement Planning, FINRA, 401k, Wealth Management, Small Business, Estate Planning, Wealth, Series 63, Long Term Care Insurance
Education
University of Iowa 1989 — 1994
BS
Marist High School 1985 — 1989
Christopher Sakowicz Christopher Sakowicz's The Heartland Group Experience January 2010 - Present
Job Financial Advisor at The Heartland Group
Industry Financial Services
Experience
The Heartland Group January 2010 - Present
Education
University of Illinois at Chicago 1996 — 2000
Bachelor of Arts (B.A.), Psychology, Criminal Justice
The Heartland Group January 2010 - Present
Education
University of Illinois at Chicago 1996 — 2000
Bachelor of Arts (B.A.), Psychology, Criminal Justice
David Froehling's The Heartland Group Experience August 2009 - September 2010
Job Independent Financial Advisor; Consultant at VideoJuice
Industry Fund-Raising
Experience
VideoJuice December 2013 - Present
Wealth Beyond Wall Street September 2010 - Present
National Life Group 2013 - 2013
The Heartland Group August 2009 - September 2010
CDW October 2007 - November 2008
New ID Studios 2006 - 2006
Skills
Estate Planning, Retirement Planning, Marketing, Strategic Planning, Licensed Life Insurance..., Series 7, Series 63, Business Planning, Small Business, Strategy, Market Research, Social Media, Marketing Strategy, Long-term Care
Education
Michigan State University - The Eli Broad College of Business 2003 — 2007
Bachelor of Arts, Marketing
VideoJuice December 2013 - Present
Wealth Beyond Wall Street September 2010 - Present
National Life Group 2013 - 2013
The Heartland Group August 2009 - September 2010
CDW October 2007 - November 2008
New ID Studios 2006 - 2006
Skills
Estate Planning, Retirement Planning, Marketing, Strategic Planning, Licensed Life Insurance..., Series 7, Series 63, Business Planning, Small Business, Strategy, Market Research, Social Media, Marketing Strategy, Long-term Care
Education
Michigan State University - The Eli Broad College of Business 2003 — 2007
Bachelor of Arts, Marketing
Lance P. Taxer Lance P. Taxer's The Heartland Group Experience January 2015 - Present
Job Financial Advisor at The Heartland Group
Industry Financial Services
Experience
The Heartland Group January 2015 - Present
New England Financial February 1998 - December 2014
Education
Roosevelt University 1989 — 1992
MBA, Accounting
Hebrew Theological College 1987 — 1991
BHL, Talmud
Ida Crown Jewish Academy
The Heartland Group January 2015 - Present
New England Financial February 1998 - December 2014
Education
Roosevelt University 1989 — 1992
MBA, Accounting
Hebrew Theological College 1987 — 1991
BHL, Talmud
Ida Crown Jewish Academy
Martin Tytko Martin Tytko's The Heartland Group Experience October 2009 - March 2011
Job Accounting Manager at Sortimat
Industry Industrial Automation
Experience
ATS Sortimat USA, LLC June 2015 - Present
Ixmation Inc March 2011 - June 2015
The Heartland Group October 2009 - March 2011
Morgan Stanley Smith Barney 2007 - 2008
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, Problem Solving, Team Leadership, Awesomeness, Forensic Accounting, Financial Forecasting, Microsoft Dynamics, Creative Direction, Credit Analysis, Financial Modeling, Microsoft Office, Budget Process, Foreign Languages, Corporate Finance, Corporate Tax, Project Planning, Internal Controls, Accounting, Account Reconciliation, Financial Accounting, Financial Statements, Internal Audit, GAAP, General Ledger, Process Automation, Automation, Access, Auditing, Process Improvement, Love to Cook, Love to Learn
Education
Loyola University of Chicago 2005 — 2008
Bachelor of Business Administration (B.B.A.), Economics, Finance
Harper College 2003 — 2006
Associate of Arts and Sciences (A.A.S.), Electrical and Electronics Engineering
ATS Sortimat USA, LLC June 2015 - Present
Ixmation Inc March 2011 - June 2015
The Heartland Group October 2009 - March 2011
Morgan Stanley Smith Barney 2007 - 2008
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, Problem Solving, Team Leadership, Awesomeness, Forensic Accounting, Financial Forecasting, Microsoft Dynamics, Creative Direction, Credit Analysis, Financial Modeling, Microsoft Office, Budget Process, Foreign Languages, Corporate Finance, Corporate Tax, Project Planning, Internal Controls, Accounting, Account Reconciliation, Financial Accounting, Financial Statements, Internal Audit, GAAP, General Ledger, Process Automation, Automation, Access, Auditing, Process Improvement, Love to Cook, Love to Learn
Education
Loyola University of Chicago 2005 — 2008
Bachelor of Business Administration (B.B.A.), Economics, Finance
Harper College 2003 — 2006
Associate of Arts and Sciences (A.A.S.), Electrical and Electronics Engineering
Craig Alexander, CRPC® Craig Alexander, CRPC®'s The Heartland Group Experience January 2010 - July 2011
Job Financial Advisor, CRPC at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2011 - Present
The Heartland Group January 2010 - July 2011
Ameriprise Financial 2005 - 2009
assent trading May 2004 - March 2005
American Express Financial Advisors 2005 - 2005
Maverick Trading April 2001 - March 2004
Alaron Trading November 2000 - March 2001
McNamarra Trading September 1996 - October 2000
Education
Northern Illinois University 1991 — 1996
Bachelor's Degree
Ameriprise Financial Services, Inc. July 2011 - Present
The Heartland Group January 2010 - July 2011
Ameriprise Financial 2005 - 2009
assent trading May 2004 - March 2005
American Express Financial Advisors 2005 - 2005
Maverick Trading April 2001 - March 2004
Alaron Trading November 2000 - March 2001
McNamarra Trading September 1996 - October 2000
Education
Northern Illinois University 1991 — 1996
Bachelor's Degree
Clayton Casale's The Heartland Group Experience July 2012 - October 2012
Job Broker Assistant at CRC Insurance
Industry Financial Services
Experience
CRC Insurance Services, Inc. October 2013 - Present
The Heartland Group July 2012 - October 2012
Brooksource June 2011 - August 2011
Wrigleyville Rooftops Chicago June 2010 - August 2010
O'fame Inc. June 2005 - June 2009
Skills
Microsoft Excel, Commercial Insurance, Financial Analysis, Sales, Cold Calling, Microsoft Office, Outlook, Financial Services, Portfolio Management, Asset Allocation, Health Insurance, Microsoft Access, Life Insurance, Customer Service, Customer Retention, Training, Food Service, Food & Beverage, Public Speaking, PowerPoint, Microsoft Word, Insurance
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, General
CRC Insurance Services, Inc. October 2013 - Present
The Heartland Group July 2012 - October 2012
Brooksource June 2011 - August 2011
Wrigleyville Rooftops Chicago June 2010 - August 2010
O'fame Inc. June 2005 - June 2009
Skills
Microsoft Excel, Commercial Insurance, Financial Analysis, Sales, Cold Calling, Microsoft Office, Outlook, Financial Services, Portfolio Management, Asset Allocation, Health Insurance, Microsoft Access, Life Insurance, Customer Service, Customer Retention, Training, Food Service, Food & Beverage, Public Speaking, PowerPoint, Microsoft Word, Insurance
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Aleks Dabrowski, CFP Aleks Dabrowski, CFP's The Heartland Group Experience August 2014 - Present
Job Vice President at The Heartland Group
Industry Financial Services
Experience
The Heartland Group August 2014 - Present
The Heartland Group December 2008 - August 2014
John Hancock Financial Network 2006 - 2009
Education
University of Illinois at Chicago 2001 — 2005
Bachelors, Finance
GBS
The Heartland Group August 2014 - Present
The Heartland Group December 2008 - August 2014
John Hancock Financial Network 2006 - 2009
Education
University of Illinois at Chicago 2001 — 2005
Bachelors, Finance
GBS
Youssef Elayyadi's The Heartland Group Experience January 2012 - July 2012
Job Manager of Export Sales at Vienna Beef
Industry Food Production
Experience
Vienna Beef July 2012 - Present
The Heartland Group January 2012 - July 2012
RentSmart June 2009 - September 2009
Westin Hotels & Resorts October 2006 - December 2007
Education
Kendall College 2007 — 2011
Business Management, Internationlal Business
Lycèe Descartes
High School
Vienna Beef July 2012 - Present
The Heartland Group January 2012 - July 2012
RentSmart June 2009 - September 2009
Westin Hotels & Resorts October 2006 - December 2007
Education
Kendall College 2007 — 2011
Business Management, Internationlal Business
Lycèe Descartes
High School
Joe Cannon's The Heartland Group Experience June 2013 - August 2013
Job Financial Representative at The McTigue Financial Group
Industry Investment Management
Experience
Northwestern Mutual Intern on PWM TeamMorgan StanleyMay 2014 - December 2014
Illinois Baseball Academy May 2012 - August 2014
Northwestern University 2010 - 2014
The Heartland Group June 2013 - August 2013
DiMeo Schneider & Associates January 2013 - March 2013
Skills
Public Speaking, Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Teamwork, Time Management, Leadership, Communication, Facebook, Social Networking, Marketing, Data Analysis, Microsoft Word
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Communication Studies, Economics
Marquette University High School
Northwestern Mutual Intern on PWM TeamMorgan StanleyMay 2014 - December 2014
Illinois Baseball Academy May 2012 - August 2014
Northwestern University 2010 - 2014
The Heartland Group June 2013 - August 2013
DiMeo Schneider & Associates January 2013 - March 2013
Skills
Public Speaking, Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Teamwork, Time Management, Leadership, Communication, Facebook, Social Networking, Marketing, Data Analysis, Microsoft Word
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Communication Studies, Economics
Marquette University High School
Bryce Martin's The Heartland Group Experience June 2013 - Present
Job Financial Advisor at The Heartland Group
Industry Financial Services
Experience
The Heartland Group June 2013 - Present
Edward Jones July 2011 - May 2013
Atelier Aimee USA July 2003 - February 2010
TD Ameritrade July 2000 - July 2003
Mammoth Mountain Ski Area October 1998 - April 2000
Education
Michigan State University 1994 — 1998
Bachelors, Marketing
The Heartland Group June 2013 - Present
Edward Jones July 2011 - May 2013
Atelier Aimee USA July 2003 - February 2010
TD Ameritrade July 2000 - July 2003
Mammoth Mountain Ski Area October 1998 - April 2000
Education
Michigan State University 1994 — 1998
Bachelors, Marketing
Bo Cisek Bo Cisek's The Heartland Group Experience January 2012 - March 2012
Job Associate Broker at RT Specialty
Industry Insurance
Experience
RT Specialty May 2014 - Present
H3 Events January 2011 - December 2014
Total Quality Logistics January 2013 - April 2014
Northwestern University September 2008 - January 2013
Northwestern University Athletics September 2012 - December 2012
I Imagine Studio July 2012 - August 2012
The Heartland Group January 2012 - March 2012
Skills
Social Media, Social Networking, Customer Service, Public Speaking, Microsoft Office, Press Releases, Social Media Marketing, Social Skills, Event Planning, Account Management, Photoshop, Public Relations, Microsoft Excel, Marketing, PowerPoint, Facebook, Microsoft Word
Education
Northwestern University 2008 — 2012
Bachelor of Science (BS), Communication, General
RT Specialty May 2014 - Present
H3 Events January 2011 - December 2014
Total Quality Logistics January 2013 - April 2014
Northwestern University September 2008 - January 2013
Northwestern University Athletics September 2012 - December 2012
I Imagine Studio July 2012 - August 2012
The Heartland Group January 2012 - March 2012
Skills
Social Media, Social Networking, Customer Service, Public Speaking, Microsoft Office, Press Releases, Social Media Marketing, Social Skills, Event Planning, Account Management, Photoshop, Public Relations, Microsoft Excel, Marketing, PowerPoint, Facebook, Microsoft Word
Education
Northwestern University 2008 — 2012
Bachelor of Science (BS), Communication, General
Max Krevitz's The Heartland Group Experience February 2012 - February 2013
Job Benefits Advisor
Industry Higher Education
Experience
Aon Hewitt June 2013 - Present
The Heartland Group February 2012 - February 2013
Skills
Financial Modeling, Strategic Financial..., Investments, Financial Analysis, Series 7, Portfolio Management, Microsoft Excel, Mutual Funds, Asset Management, Sales, Insurance, Financial Reporting, Risk Management, Microsoft Office, PowerPoint, Strategic Planning, Corporate Finance, Retirement Planning, Data Analysis, Life Insurance, Series 63
Education
Purdue University 2006 — 2011
Entrepreneurship, Political Science
Aon Hewitt June 2013 - Present
The Heartland Group February 2012 - February 2013
Skills
Financial Modeling, Strategic Financial..., Investments, Financial Analysis, Series 7, Portfolio Management, Microsoft Excel, Mutual Funds, Asset Management, Sales, Insurance, Financial Reporting, Risk Management, Microsoft Office, PowerPoint, Strategic Planning, Corporate Finance, Retirement Planning, Data Analysis, Life Insurance, Series 63
Education
Purdue University 2006 — 2011
Entrepreneurship, Political Science
Vincent Browne Vincent Browne's The Heartland Group Experience January 2010 - March 2010
Job Service Member at US Navy
Industry Financial Services
Experience
US Navy June 2013 - Present
The Heartland Group January 2010 - March 2010
Skills
PowerPoint, Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, Public Speaking, Investments, Research, Customer Service, Public Relations, Financial Modeling, Leadership Development
Education
Northwestern University 2007 — 2011
Bachelor of Science (B.S.), Learning and Organizational Change
US Navy June 2013 - Present
The Heartland Group January 2010 - March 2010
Skills
PowerPoint, Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, Public Speaking, Investments, Research, Customer Service, Public Relations, Financial Modeling, Leadership Development
Education
Northwestern University 2007 — 2011
Bachelor of Science (B.S.), Learning and Organizational Change
Kevin M. Drew Kevin M. Drew's The Heartland Group Experience May 2009 - June 2011
Job Financial Services Representative
Industry Financial Services
Experience
Principal Financial Group June 2011 - Present
Thomas and Maureen Drew Walk for a Cure March 2010 - Present
The Heartland Group May 2009 - June 2011
Morgan Stanley 2007 - 2009
Fremont Investment & Loan 2003 - 2007
Skills
Investments, Asset Managment, New Business Development, Leadership, Management, Financial Services, Sales, Finance, Life Insurance, Financial Planning, Disability Insurance, Financial Advisory, Team Building
Education
University of Iowa 1994 — 1999
Naperville Central High School 1990 — 1994
Eastern Illinois University
Principal Financial Group June 2011 - Present
Thomas and Maureen Drew Walk for a Cure March 2010 - Present
The Heartland Group May 2009 - June 2011
Morgan Stanley 2007 - 2009
Fremont Investment & Loan 2003 - 2007
Skills
Investments, Asset Managment, New Business Development, Leadership, Management, Financial Services, Sales, Finance, Life Insurance, Financial Planning, Disability Insurance, Financial Advisory, Team Building
Education
University of Iowa 1994 — 1999
Naperville Central High School 1990 — 1994
Eastern Illinois University
Brett Garber's The Heartland Group Experience April 2010 - June 2012
Job Midwest Account Manager at AZ Wire & Cable
Industry Electrical/Electronic Manufacturing
Experience
A-Z Wire & Cable August 2014 - Present
Ash Brokerage June 2012 - Present
Cole Wire & Cable Inc September 2012 - March 2014
The Heartland Group April 2010 - June 2012
S. Garber Furs May 2008 - April 2010
Freelance Journalist 2003 - 2004
Skills
Business Networking, New Business Development, Sales, Strategic Financial..., Series 7, Detailed Organization, Account Management, Stock Management, Mutual Funds, Series 63, Selling, Finance
Education
Arizona State University
Public Relations, Mass Communication, Business
A-Z Wire & Cable August 2014 - Present
Ash Brokerage June 2012 - Present
Cole Wire & Cable Inc September 2012 - March 2014
The Heartland Group April 2010 - June 2012
S. Garber Furs May 2008 - April 2010
Freelance Journalist 2003 - 2004
Skills
Business Networking, New Business Development, Sales, Strategic Financial..., Series 7, Detailed Organization, Account Management, Stock Management, Mutual Funds, Series 63, Selling, Finance
Education
Arizona State University
Public Relations, Mass Communication, Business
Austen Krejca Austen Krejca's The Heartland Group Experience July 2009 - December 2009
Job Senior Auditor at Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP August 2014 - Present
Crowe Horwath LLP September 2012 - August 2014
BKF Computer Services, Inc. July 2011 - September 2012
KRP Services Inc. January 2011 - September 2012
Prairie Management & Development, Inc. May 2010 - May 2011
The Heartland Group July 2009 - December 2009
The Law & Accounting Offices of Bryan A. Gutraj January 2009 - April 2009
John Hancock Life Insurance Company (U.S.A.) June 2008 - August 2008
Don Mccue Cheverolet September 2006 - September 2007
Skills
Financial Analysis, Auditing, Accounting, Due Diligence, General Ledger, Tax, Managerial Finance, Finance, Corporate Tax, Payroll, Risk Management, Financial Reporting, Accounts Payable, Account Reconciliation, Strategic Financial..., Microsoft Excel, Bookkeeping, Microsoft Office, Leadership
Education
Northern Illinois University - College of Business 2011 — 2012
L.M.A.S., Accounting
Elmhurst College 2007 — 2009
BA, Accounting
Crowe Horwath LLP August 2014 - Present
Crowe Horwath LLP September 2012 - August 2014
BKF Computer Services, Inc. July 2011 - September 2012
KRP Services Inc. January 2011 - September 2012
Prairie Management & Development, Inc. May 2010 - May 2011
The Heartland Group July 2009 - December 2009
The Law & Accounting Offices of Bryan A. Gutraj January 2009 - April 2009
John Hancock Life Insurance Company (U.S.A.) June 2008 - August 2008
Don Mccue Cheverolet September 2006 - September 2007
Skills
Financial Analysis, Auditing, Accounting, Due Diligence, General Ledger, Tax, Managerial Finance, Finance, Corporate Tax, Payroll, Risk Management, Financial Reporting, Accounts Payable, Account Reconciliation, Strategic Financial..., Microsoft Excel, Bookkeeping, Microsoft Office, Leadership
Education
Northern Illinois University - College of Business 2011 — 2012
L.M.A.S., Accounting
Elmhurst College 2007 — 2009
BA, Accounting
Brad M. Shapiro's The Heartland Group Experience July 2009 - August 2012
Job Associate at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs September 2012 - Present
The Heartland Group July 2009 - August 2012
The Remy Group July 2008 - May 2009
Phoenix Suns June 2007 - July 2008
Skills
Financial Planning, Complex Wealth..., Income Protection..., Investment Planning, Estate Planning, College Planning, Retirement Planning, Business Succession..., Business Benefits, Strategic Financial...
Education
Indiana University Bloomington 2003 — 2007
Bachelor of Science, Concentration in Sports Marketing and Management, GPA 3.4/4.0
University of Wollongong, Wollongong, AUS 2006 — 2006
Study Abroad Program, Economics
New Trier Township 1999 — 2003
Goldman Sachs September 2012 - Present
The Heartland Group July 2009 - August 2012
The Remy Group July 2008 - May 2009
Phoenix Suns June 2007 - July 2008
Skills
Financial Planning, Complex Wealth..., Income Protection..., Investment Planning, Estate Planning, College Planning, Retirement Planning, Business Succession..., Business Benefits, Strategic Financial...
Education
Indiana University Bloomington 2003 — 2007
Bachelor of Science, Concentration in Sports Marketing and Management, GPA 3.4/4.0
University of Wollongong, Wollongong, AUS 2006 — 2006
Study Abroad Program, Economics
New Trier Township 1999 — 2003
David Heinzelman's The Heartland Group Experience December 2008 - May 2010
Job Territory Manager at Dusa Pharmaceuticals
Industry Pharmaceuticals
Experience
Dusa Pharmaceuticals September 2015 - Present
E Sam Jones Lighting Distributors March 2011 - Present
The Heartland Group December 2008 - May 2010
John Hancock Financial Network January 2007 - December 2008
Hueston Woods Lodge & Conference Center September 1998 - July 2002
Skills
Negotiation, Entrepreneurship, Product Marketing, Operations Management, Selling, Contract Negotiation, Competitive Analysis, Marketing, Sales Process, Management, Sales Operations, Budgets, Direct Sales, Key Account Management, Product Development, B2B, Team Building, Cross-functional Team..., Leadership, Marketing Strategy
Education
Miami University 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Miami University
Dusa Pharmaceuticals September 2015 - Present
E Sam Jones Lighting Distributors March 2011 - Present
The Heartland Group December 2008 - May 2010
John Hancock Financial Network January 2007 - December 2008
Hueston Woods Lodge & Conference Center September 1998 - July 2002
Skills
Negotiation, Entrepreneurship, Product Marketing, Operations Management, Selling, Contract Negotiation, Competitive Analysis, Marketing, Sales Process, Management, Sales Operations, Budgets, Direct Sales, Key Account Management, Product Development, B2B, Team Building, Cross-functional Team..., Leadership, Marketing Strategy
Education
Miami University 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Miami University
Travis Patton, CFA's The Heartland Group Experience June 2008 - January 2010
Job Sales & Trading Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan Investment Bank - Sales & Trading October 2012 - Present
J.P. Morgan March 2011 - October 2012
JPMorgan Chase January 2010 - June 2011
The Heartland Group June 2008 - January 2010
Skills
Investments, Series 7, Equities, Series 63, Asset Management, Retirement Planning, Financial Analysis, Fixed Annuities, Wealth Management, Mutual Funds, Estate Planning, Portfolio Management, Asset Allocation, Hedge Funds, Alternative Investments
Education
University of Arizona 2003 — 2007
Economics, Business and Economics
J.P. Morgan Investment Bank - Sales & Trading October 2012 - Present
J.P. Morgan March 2011 - October 2012
JPMorgan Chase January 2010 - June 2011
The Heartland Group June 2008 - January 2010
Skills
Investments, Series 7, Equities, Series 63, Asset Management, Retirement Planning, Financial Analysis, Fixed Annuities, Wealth Management, Mutual Funds, Estate Planning, Portfolio Management, Asset Allocation, Hedge Funds, Alternative Investments
Education
University of Arizona 2003 — 2007
Economics, Business and Economics
Donald Weiland's The Heartland Group Experience October 2014 - Present
Job Financial Representative at The Heartland Group
Industry Real Estate
Experience
The Heartland Group October 2014 - Present
Barrister Real Estate, Inc. January 2014 - Present
Chicago Bulls October 1986 - Present
Re/Max Professionals West May 2008 - March 2009
The John Marshall Law School 1981 - 1989
Skills
Real estate sales, Real estate marketing, Real estate auctions, Foreclosures, REOs, Distressed properties, Real estate investing, Suburban Chicago real..., Will County IL real..., Grundy County IL real..., Kane County IL real..., GREEN building and real..., Buyers, Short Sales, Real Estate, Selling, Property, Investors, Condos, Real Estate Marketing, FHA, REO, Listings, Contract Negotiation, Single Family Homes, Business Development, Marketing, Sellers, Investment Properties, Real Estate Transactions, First Time Home Buyers, Buyer Representation, Leadership, Real Property, Relocation, Loans, Townhomes, Green Building, Referrals, Sales, Real Estate Economics, Property Auctions, Mortgage Lending, Brokerage, Property Management, Residential Homes, Luxury, Rentals, New Home Sales, Training
Education
The John Marshall Law School 1977 — 1980
J.D., Law
Illinois Wesleyan University 1972 — 1976
B.A., Political Science
Addison Trail High School 1968 — 1972
Diploma, general
The Heartland Group October 2014 - Present
Barrister Real Estate, Inc. January 2014 - Present
Chicago Bulls October 1986 - Present
Re/Max Professionals West May 2008 - March 2009
The John Marshall Law School 1981 - 1989
Skills
Real estate sales, Real estate marketing, Real estate auctions, Foreclosures, REOs, Distressed properties, Real estate investing, Suburban Chicago real..., Will County IL real..., Grundy County IL real..., Kane County IL real..., GREEN building and real..., Buyers, Short Sales, Real Estate, Selling, Property, Investors, Condos, Real Estate Marketing, FHA, REO, Listings, Contract Negotiation, Single Family Homes, Business Development, Marketing, Sellers, Investment Properties, Real Estate Transactions, First Time Home Buyers, Buyer Representation, Leadership, Real Property, Relocation, Loans, Townhomes, Green Building, Referrals, Sales, Real Estate Economics, Property Auctions, Mortgage Lending, Brokerage, Property Management, Residential Homes, Luxury, Rentals, New Home Sales, Training
Education
The John Marshall Law School 1977 — 1980
J.D., Law
Illinois Wesleyan University 1972 — 1976
B.A., Political Science
Addison Trail High School 1968 — 1972
Diploma, general
Eddie Clayton III's The Heartland Group Experience April 2015 - Present
Job Financial Strategies Professional at The Heartland Group
Industry Financial Services
Experience
The Heartland Group April 2015 - Present
BMO Harris Bank (formerly M&I Wealth Management) May 2002 - May 2004
COUNTY OF MILWAUKEE May 1998 - June 2001
Skills
Finance, Strategic Financial..., Investments, Mutual Funds, Portfolio Management, Wealth Management, Financial Analysis, Insurance, Leadership, Microsoft Office, Research, Cold Calling, Networking, File Management, Profit, Retirement Planning, Management, Financial Services, Customer Service, Analysis, Financial Planning
Education
Keller Graduate School of Management
MBA, Finance
Marquette University
BA, Advertising
The Heartland Group April 2015 - Present
BMO Harris Bank (formerly M&I Wealth Management) May 2002 - May 2004
COUNTY OF MILWAUKEE May 1998 - June 2001
Skills
Finance, Strategic Financial..., Investments, Mutual Funds, Portfolio Management, Wealth Management, Financial Analysis, Insurance, Leadership, Microsoft Office, Research, Cold Calling, Networking, File Management, Profit, Retirement Planning, Management, Financial Services, Customer Service, Analysis, Financial Planning
Education
Keller Graduate School of Management
MBA, Finance
Marquette University
BA, Advertising
Cheryl Cun's The Heartland Group Experience March 1998 - January 1999
Job IMPORT SPECIALIST at DYNA LOGISTICS
Industry Import and Export
Experience
DYNA LOGISTICS April 2003 - Present
Elwood Clothing Company/Aesthetics November 2001 - March 2003
DYNA LOGISTICS August 1999 - September 2000
THE HEARTLAND GROUP March 1998 - January 1999
Skills
Customer Service, Microsoft Office, Microsoft Excel, Customs Regulations, International Logistics, Negotiation, Import, Freight Forwarding, International Trade, Forecasting, Marketing Strategy, Operations Management, Logistics, Supply Chain Management
Education
Los Angeles Trade Technical College
DYNA LOGISTICS April 2003 - Present
Elwood Clothing Company/Aesthetics November 2001 - March 2003
DYNA LOGISTICS August 1999 - September 2000
THE HEARTLAND GROUP March 1998 - January 1999
Skills
Customer Service, Microsoft Office, Microsoft Excel, Customs Regulations, International Logistics, Negotiation, Import, Freight Forwarding, International Trade, Forecasting, Marketing Strategy, Operations Management, Logistics, Supply Chain Management
Education
Los Angeles Trade Technical College