The Next Level Planning Group

Description

Address: 8755 W Higgins Rd, Chicago, IL 60631 Phone: (773) 867-3658: : : Place name: : Hours: Category: Website: : : Website: http://www.tnlpg.com/location/ Category: Financial Institution 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?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. 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 Next Level Planning Group Posting publicly on the Web Write a review Reviews Be the first to review

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

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The Next Level Planning Group Employees

Employee
Years
Job
Industry
Michael Hovick Michael Hovick Northfield, Minnesota Details
Michael Hovick's The Next Level Planning Group Experience June 2013 - August 2013
Job Analyst at Cornerstone Research
Industry Higher Education
Experience
Cornerstone Research  August 2014 - Present
Carleton College  March 2013 - Present
Carleton College  August 2010 - June 2014
The Next Level Planning Group   June 2013 - August 2013
Carleton College  January 2011 - March 2013

Skills
Higher Education, Microsoft Office, PowerPoint, Public Speaking, Teaching, Microsoft Excel, Microsoft Word, Analysis

Education
Carleton College   2010 — 2014
Bachelor of Arts (B.A.), Economics

Doug Kahn Doug Kahn Greater Chicago Area Details
Doug Kahn's The Next Level Planning Group Experience November 2013 - April 2014
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  April 2014 - Present
The Next Level Planning Group   November 2013 - April 2014
Self Employed  September 1997 - October 2013
Guarantee Trust Life Insurance  July 1992 - August 1997

Education
Iowa State University
Bachelor of Business Administration (BBA), Transportation/Logistics

Madalina Muresan-Popovici Madalina Muresan-Popovici Madison, Wisconsin Area Details
Madalina Muresan-Popovici's The Next Level Planning Group Experience June 2011 - August 2011
Job Project Manager/Implementation Consultant at Epic
Industry Computer Software
Experience
Epic  September 2012 - Present
Carleton College  September 2008 - June 2012
MIAC  November 2011 - December 2011
The Next Level Planning Group   June 2011 - August 2011
Traycee Homecare Services   June 2009 - December 2010
Rosin Eye Care   September 2006 - June 2008

Skills
PowerPoint, Data Analysis, Microsoft Excel, Microsoft Office, Leadership, Stata, Microsoft Word, Fundraising, R, Statistics, French, Intercultural..., Project Management, Marketing, Public Relations, S-Plus, Software Project..., Epic Systems, Epic Willow

Education
Carleton College   2008 — 2012
BA, Economics, French and Francophone Studies

French Seminar in Paris, Carleton College   2010 — 2010
French

Alex Evangelides Alex Evangelides Berkeley, California Details
Alex Evangelides's The Next Level Planning Group Experience September 2009 - November 2009
Job MBA Candidate at UC Berkeley Haas School of Business
Industry Higher Education
Experience
Fenix International  October 2013 - June 2015
Deloitte  August 2011 - March 2014
Carleton College  July 2009 - June 2011
BlackBag Technologies, Inc.   June 2010 - August 2010
The Next Level Planning Group   September 2009 - November 2009
Carleton College  August 2008 - June 2009
Rose Pest Control   January 2005 - January 2008

Education
University of California, Berkeley, Haas School of Business   2015 — 2017
Master of Business Administration (M.B.A.)

Carleton College   2007 — 2011
Bachelor of Arts, Mathematics

New Trier High School   2003 — 2007

Austen (A.J.) Friedman Austen (A.J.) Friedman Geneva, Illinois Details
Austen (A.J.) Friedman's The Next Level Planning Group Experience June 2015 - August 2015
Job Student at Miami University
Industry
Experience
The Next Level Planning Group   June 2015 - August 2015

Education
Miami University   2012 — 2016
Bachelor of Science (B.S.), Finance

Miami University John E. Dolibois Luxembourg Campus
Bachelor of Science (B.S.), Finance

David Tajnai David Tajnai Chicago, Illinois Details
David Tajnai's The Next Level Planning Group Experience June 2015 - Present
Job Service Advisor at The Next Level Planning Group
Industry Financial Services
Experience
The Next Level Planning Group   June 2015 - Present
Hawkins Wealth Management  August 2014 - May 2015
Edward Jones  May 2014 - August 2014
Sears Holdings Corporation  May 2013 - August 2013
The University of Iowa  December 2012 - June 2013
Johnson County Auditor’s Office  October 2012 - June 2013

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Social Networking, Management, Public Speaking, Mac, Financial Analysis, Sales, Marketing, Fundraising, Data Analysis, Analysis, Philanthropy, Microsoft Publisher, Windows, Customer Service, Public Services, Personal Financial..., PowerPoint

Education
University of Iowa   2011 — 2015
Finance, Risk Management, Finance, General

Adam Stock Adam Stock Greater Chicago Area Details
Adam Stock's The Next Level Planning Group Experience July 2002 - Present
Job Owner, The Next Level Planning Group
Industry Financial Services
Experience
The Next Level Planning Group   July 2002 - Present
Merrill Lynch  February 1999 - July 2002
Vector Marketing  1995 - 1998

Skills
Options

Education
College for Financial Planning   2011 — 2013
Master of Science (M.S.), Personal Financial Planning

Carleton College   1991 — 1995
Bachelor of Arts (B.A.), Mathematics and Economics

New Trier High School   1987 — 1991

Giancarlo Plati Giancarlo Plati Boston, Massachusetts Details
Giancarlo Plati's The Next Level Planning Group Experience May 2011 - December 2013
Job Internal Business Consultant at John Hancock Investment Management
Industry Financial Services
Experience
John Hancock Asset Management   April 2015 - Present
MFS Investment Management  May 2014 - April 2015
The Next Level Planning Group   May 2011 - December 2013
Law Office of Maria Jaffe   June 2009 - November 2010
Kaercher Campbell & Assoicates  March 2009 - May 2009

Skills
Asset Allocation, Microsoft Office, Series 7, Investments, Financial Analysis, Financial Modeling, Microsoft Excel, Mutual Funds, Financial Services, Investment Strategies, Fixed Income

Education
DePaul University
Liberal Arts, English

Richard Scheele Richard Scheele Greater Chicago Area Details
Richard Scheele's The Next Level Planning Group Experience January 2014 - Present
Job Financial Planning Manager at The Next Level Planning Group
Industry Financial Services
Experience
The Next Level Planning Group   January 2014 - Present
The Next Level Planning Group   March 2013 - January 2014
The Next Level Planning Group   November 2012 - March 2013
Faribault Public Schools  2012 - 2012

Skills
Analysis, Problem Solving, Advising, Customer Service, Research, Public Speaking, Microsoft Excel, Microsoft Word, Editing, Teaching, PowerPoint, Curriculum Design

Education
Carleton College   2007 — 2011
Bachelor of Arts (B.A.), Magna Cum Laude, American Studies

Nicky Z. Bloom Nicky Z. Bloom Seattle, Washington Details
Nicky Z. Bloom's The Next Level Planning Group Experience August 2009 - December 2009
Job Candidate for Master of Landscape Architecture
Industry Architecture & Planning
Experience
University of Washington  July 2015 - Present
Education Outside  June 2013 - June 2015
Education Outside  June 2013 - June 2014
Education Outside  August 2011 - May 2013
450 Architects  2012 - 2012
Sierra Friends Center/ The Woolman Semester  June 2009 - June 2010
Operation Helping Hand: New Orleans   December 2009 - May 2010
YMCA  2009 - 2010
The Next Level Planning Group   August 2009 - December 2009
Starbrook Adventures   June 2009 - July 2009

Skills
Research, Microsoft Office, Spanish, Customer Relations, Sustainability, Art, Writing, Environmental Education, Environmental Awareness, Environmental Science, Nonprofits, Community Outreach, Program Development, Curriculum Design

Education
Carleton College   2005 — 2009
B.A, Environmental Studies & French and Spanish Languages and Literatures

Latin American Spanish School   2006 — 2007
1 month certificate, Spanish Language

Woolman Semester   2010 — 2011
Focus, Social Justice and Environmental Sustainability