The Mosaic Financial Group

Description

Address: 303 E Wacker Dr #1675, Chicago, IL 60601 Hours: Closed ⋅ Opens 8AM Mon Friday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (312) 255-5490: : : Category: : : : Website: Place name: Website: http://www.themfg.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of The Mosaic Financial Group LLC Posting publicly on the Web Write a review Reviews Be the first to review

The Mosaic Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Mosaic Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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The Mosaic Financial Group Employees

Employee
Years
Job
Industry
Anthony Halpin Anthony Halpin Greater Chicago Area Details
Anthony Halpin's The Mosaic Financial Group Experience August 2007 - December 2008
Job Partner at Chicago Partners Wealth Advisors
Industry Investment Management
Experience
Chicago Partners Investment Group   January 2009 - Present
The Mosaic Financial Group   August 2007 - December 2008
PwC  January 2004 - July 2007

Skills
Investments, Financial Modeling, Due Diligence, SEC filings, Private Equity, Business Valuation, Valuation

Education
Texas A&M University   2002 — 2003
MS, Finance

Texas A&M University   1998 — 2002
BBA, Accounting

Iliana Doneva Iliana Doneva Palatine, Illinois Details
Iliana Doneva's The Mosaic Financial Group Experience February 2012 - April 2012
Job Accountant
Industry Accounting
Experience
The Mosaic Financial Group   February 2012 - April 2012
Childs Dreyfus Group  June 2011 - February 2012

Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Editing, Statistics

Education
DePaul University   2009 — 2012
Bachelor of Science (B.S.) in Commerce, Accounting

John Gurczak John Gurczak Orland Park, Illinois Details
John Gurczak's The Mosaic Financial Group Experience January 2015 - Present
Job Tax Consultant at The Mosaic Financial Group
Industry Real Estate
Experience
The Mosaic Financial Group   January 2015 - Present
Gordon & Pikarski   August 2014 - December 2014
Dahl Real Estate   January 2013 - May 2013

Skills
Real Estate, Chess, DocuSign, Microsoft Excel, PowerPoint, Multiple Listing Service, Comparative Market..., Analysis, Financial Modeling, Investment Properties, Economics, Accounting, Negotiation, Leadership, Financial Analysis, Coaching, Teaching, Finance, Market Research, Marketing, Strategic Planning

Education
DePaul University College of Law   2013 — 2016
Doctor of Law (JD), Business & Real Estate Law

Arizona State University, W. P. Carey School of Business   2011 — 2013
Bachelor of Arts (B.A.), Business Law

Notre Dame College Preparatory   2007 — 2011

Christina Respass Christina Respass Greater Chicago Area Details
Christina Respass's The Mosaic Financial Group Experience December 2005 - January 2008
Job Tax Accountant Federal, State, and Local
Industry Accounting
Experience
Independent Tax Accountant   2010 - 2012
Cray, Kaiser Ltd.   June 2008 - April 2010
Department of Labor Office of Inspector General   January 2008 - May 2008
The Mosaic Financial Group   December 2005 - January 2008
Some Things Brewing   January 2000 - September 2005

Skills
Tax

Education
Dominican University   2003 — 2006
MSA, Accounting

Humboldt State University   1998 — 2000
B.A., Liberal Studies

Triton-College   1991 — 1996

Charles Kudia Charles Kudia Chicago, Illinois Details
Charles Kudia's The Mosaic Financial Group Experience July 2015 - Present
Job Tax Consultant at The Mosaic Financial Group
Industry Accounting
Experience
The Mosaic Financial Group   July 2015 - Present
The Mosaic Financial Group   February 2015 - April 2015
Intersport  April 2013 - February 2015

Education
DePaul University   2011 — 2015
Accounting and Finance

Marist High School   2007 — 2011

Clayton Cochran, CFA Clayton Cochran, CFA Greater New York City Area Details
Clayton Cochran, CFA's The Mosaic Financial Group Experience June 2009 - September 2010
Job Vice President, Global Equities Team at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management   May 2013 - Present
J.P. Morgan Asset Management   September 2010 - May 2013
The Mosaic Financial Group   June 2009 - September 2010
The Mosaic Financial Group   September 2008 - June 2009

Skills
Asset Allocation, Asset Management, Equities, Investments, Portfolio Management, Mutual Funds, Alternative Investments, Hedge Funds, Bloomberg, Finance, Investment Strategies, Private Equity, Series 7, Wealth Management

Education
College of Commerce   2004 — 2008
Bachelor, Science ­ Finance

DePaul University   2004 — 2008
Bachelor of Science, Finance, GPA 3.5 / 4.0

DePaul University   2004 — 2008
Bachelor of Science (B.S.), Finance, General

Steve Morello Steve Morello Greater Chicago Area Details
Steve Morello's The Mosaic Financial Group Experience October 2008 - May 2010
Job Tax Manager at EY
Industry Accounting
Experience
ERNST&YOUNG  February 2015 - Present
Morgan Stanley  February 2013 - Present
Equity Group Investments  June 2010 - January 2013
The Mosaic Financial Group   October 2008 - May 2010
UHY Advisors, LLP  2007 - 2009
KPMG  2006 - 2007
Doeren Mayhew  2005 - 2006

Skills
Financial Modeling, Accounting, Financial Reporting, Internal Controls, Tax

Education
Oakland University   2004 — 2006
Masters, Accounting

Michigan State University   2000 — 2003
BA, Economics

Carol Zellner Carol Zellner Chicago, Illinois Details
Carol Zellner's The Mosaic Financial Group Experience September 2009 - Present
Job Tax Accountant
Industry Financial Services
Experience
The Mosaic Financial Group   September 2009 - Present
Donati Financial Services Inc   January 2004 - August 2009
Rehabilitation Institute of Chicago  September 1979 - March 1981
PwC  June 1977 - September 1979

Skills
Tax, Accounting, Tax Accounting, Microsoft Word, Budgets, Financial Reporting, QuickBooks, Managerial Finance, Microsoft Excel, Microsoft Office, Finance, Tax Preparation, Income Tax, Corporate Tax, CPA

Education
Loyola University Chicago   1975 — 1977
BBA, Accounting

Carolyn Kaatz Carolyn Kaatz Greater Chicago Area Details
Carolyn Kaatz's The Mosaic Financial Group Experience July 2012 - Present
Job tax preparer at the Mosaic Financial Group
Industry Accounting
Experience
the Mosaic Financial Group   July 2012 - Present
System 2 Trading   October 2011 - June 2012
Mosaic Financial   February 2012 - April 2012
Panera Bread  April 2009 - February 2012
TCF Bank  January 2011 - May 2011
PetSmart  March 2008 - October 2008
Jewel Food Stores  November 2005 - March 2008
St. Lambert's Parish   September 2004 - May 2007

Skills
Accounting, Data Entry, Customer Service, Inventory Management, Time Management, Retail, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Sales, QuickBooks, ProSystem fx Tax

Education
Loyola University Chicago   2008 — 2011
Bachelor of Business Administration (BBA), Accounting