The Tranel Financial Group
Description
Address: 1509 N Milwaukee Ave, Libertyville, IL 60048 Hours: Closed ⋅ Opens 8AM Mon Friday8AM–3PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (847) 680-9050Category: : : Website: : : Place name: : : Website: http://thetranelfinancialgroup.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.
The Tranel 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 Tranel Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Tranel Financial Group Employees
Employee
Years
Job
Industry
Charlie Apfelbach Charlie Apfelbach's The Tranel Financial Group Experience May 2014 - August 2014
Job Business Delivery Specialist at Aon Hewitt
Industry Outsourcing/Offshoring
Experience
Aon Hewitt July 2015 - Present
Kargo May 2014 - August 2014
The Tranel Financial Group May 2014 - August 2014
First Bank of Highland Park May 2013 - August 2013
Northbrook Park District May 2012 - August 2012
Northbrook Baseball April 2005 - July 2010
Skills
Research, Social Media, Management, Economics, Public Speaking, Coaching, Event Planning, Data Analysis, SPSS, Editing, Spanish, Finance, Market Research, Teamwork, Networking, Leadership, Communication, Customer Service
Education
Denison University 2011 — 2015
Bachelor of Arts (B.A.), Economics and Communications
Glenbrook North High School 2007 — 2011
Aon Hewitt July 2015 - Present
Kargo May 2014 - August 2014
The Tranel Financial Group May 2014 - August 2014
First Bank of Highland Park May 2013 - August 2013
Northbrook Park District May 2012 - August 2012
Northbrook Baseball April 2005 - July 2010
Skills
Research, Social Media, Management, Economics, Public Speaking, Coaching, Event Planning, Data Analysis, SPSS, Editing, Spanish, Finance, Market Research, Teamwork, Networking, Leadership, Communication, Customer Service
Education
Denison University 2011 — 2015
Bachelor of Arts (B.A.), Economics and Communications
Glenbrook North High School 2007 — 2011
Mike Bullion Mike Bullion's The Tranel Financial Group Experience March 2003 - June 2008
Job Senior Analyst
Industry Financial Services
Experience
Marco Consulting Group June 2008 - May 2015
The Tranel Financial Group March 2003 - June 2008
Skills
Asset Allocation, Investments, Asset Managment, Fixed Income, Alternative Investments, Investment Management, Portfolio Management, Financial Analysis, Equities, Strategic Financial..., Investment Advisory, Risk Management, Hedge Funds, Real Estate, Asset Management, Mutual Funds, Investment Strategies, Financial Services, Financial Planning, Securities, Wealth Management, Finance, Financial Modeling, Bloomberg
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA), Analytic Finance, Econometrics & Statistics, Entrepreneurship
Spring Hill College 1998 — 2002
BS, Applied Mathematics
Marco Consulting Group June 2008 - May 2015
The Tranel Financial Group March 2003 - June 2008
Skills
Asset Allocation, Investments, Asset Managment, Fixed Income, Alternative Investments, Investment Management, Portfolio Management, Financial Analysis, Equities, Strategic Financial..., Investment Advisory, Risk Management, Hedge Funds, Real Estate, Asset Management, Mutual Funds, Investment Strategies, Financial Services, Financial Planning, Securities, Wealth Management, Finance, Financial Modeling, Bloomberg
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA), Analytic Finance, Econometrics & Statistics, Entrepreneurship
Spring Hill College 1998 — 2002
BS, Applied Mathematics
Peter Crabtree Peter Crabtree's The Tranel Financial Group Experience February 2013 - July 2014
Job Investment Executive at Oak Hill Wealth Management
Industry Financial Services
Experience
Oak Hill Wealth Management August 2014 - Present
The Tranel Financial Group February 2013 - July 2014
Victoria Group, Inc. May 2012 - January 2013
O'Hare Lake Office Park April 2008 - July 2012
Windsor Management / Windsor Outdoor June 2001 - April 2008
Teligent April 2000 - June 2001
Windsor Outdoor July 1995 - April 2000
Skills
Commercial Real Estate, Brokerage, Disposition, Real Estate Development, Tenant, Leases, Property Management, Contract Negotiation, Landlords, Budgets, Acquisitions, Real Estate Transactions, Contract Management, Start-ups, Finance, Customer Satisfaction, Property, Strategic Planning, Retirement Planning, Strategic Financial..., Wealth Management, Investments
Education
Lake Forest Graduate School of Management 2000 — 2004
M.B.A., Business
St. John's College 1990 — 1990
Graduate Institute, Philosophy & Religion
St. Cloud State University 1977 — 1981
Bachelor of Science, Marketing
Oak Hill Wealth Management August 2014 - Present
The Tranel Financial Group February 2013 - July 2014
Victoria Group, Inc. May 2012 - January 2013
O'Hare Lake Office Park April 2008 - July 2012
Windsor Management / Windsor Outdoor June 2001 - April 2008
Teligent April 2000 - June 2001
Windsor Outdoor July 1995 - April 2000
Skills
Commercial Real Estate, Brokerage, Disposition, Real Estate Development, Tenant, Leases, Property Management, Contract Negotiation, Landlords, Budgets, Acquisitions, Real Estate Transactions, Contract Management, Start-ups, Finance, Customer Satisfaction, Property, Strategic Planning, Retirement Planning, Strategic Financial..., Wealth Management, Investments
Education
Lake Forest Graduate School of Management 2000 — 2004
M.B.A., Business
St. John's College 1990 — 1990
Graduate Institute, Philosophy & Religion
St. Cloud State University 1977 — 1981
Bachelor of Science, Marketing
Joy DesLauriers Joy DesLauriers's The Tranel Financial Group Experience March 2014 - Present
Job The Tranel Financial Group
Industry Marketing and Advertising
Experience
The Tranel Financial Group March 2014 - Present
Cedar Roofing Company LLC October 2011 - January 2014
New Song Community Church August 2007 - February 2011
Skills
Green Building, Microsoft Office, Customer Service, Public Speaking, Microsoft Excel, Microsoft Word, Marketing Strategy, Budgets, Marketing, Social Media, Strategic Planning, Advertising, Outlook, Team Building, Residential Homes, Social Media Marketing, Online Marketing, Photoshop
Education
National University
Bachelor of Science (BS), Graphic Design
Saddleback College
Liberal Arts and Sciences, General Studies and Humanities
The Tranel Financial Group March 2014 - Present
Cedar Roofing Company LLC October 2011 - January 2014
New Song Community Church August 2007 - February 2011
Skills
Green Building, Microsoft Office, Customer Service, Public Speaking, Microsoft Excel, Microsoft Word, Marketing Strategy, Budgets, Marketing, Social Media, Strategic Planning, Advertising, Outlook, Team Building, Residential Homes, Social Media Marketing, Online Marketing, Photoshop
Education
National University
Bachelor of Science (BS), Graphic Design
Saddleback College
Liberal Arts and Sciences, General Studies and Humanities
Cody Braun Cody Braun's The Tranel Financial Group Experience January 2011 - Present
Job President at The Tranel Financial Group
Industry Financial Services
Experience
The Tranel Financial Group January 2011 - Present
Intern Betas January 2015 - Present
Harley Davidson Motor Company June 2008 - February 2011
University of Wisconsin - Whitewater May 2006 - May 2008
Skills
Leadership, Management, Team Building, Training, Sales, Customer Service, Marketing, Operations Management, Strategic Planning, Team Leadership, Project Planning, Public Speaking, Product Development, Time Management, Customer Satisfaction, Finance, Teamwork, Process Improvement, Fundraising, Sales Management, Coaching, Recruiting, Entrepreneurship
Education
University of Wisconsin-Whitewater 2004 — 2008
BBA, General Business with emphasis in Entrepreneurship and a coaching minor
Kaplan University 2013 — 2013
FINRA Series 7 & 63 Securities Licence
The Tranel Financial Group January 2011 - Present
Intern Betas January 2015 - Present
Harley Davidson Motor Company June 2008 - February 2011
University of Wisconsin - Whitewater May 2006 - May 2008
Skills
Leadership, Management, Team Building, Training, Sales, Customer Service, Marketing, Operations Management, Strategic Planning, Team Leadership, Project Planning, Public Speaking, Product Development, Time Management, Customer Satisfaction, Finance, Teamwork, Process Improvement, Fundraising, Sales Management, Coaching, Recruiting, Entrepreneurship
Education
University of Wisconsin-Whitewater 2004 — 2008
BBA, General Business with emphasis in Entrepreneurship and a coaching minor
Kaplan University 2013 — 2013
FINRA Series 7 & 63 Securities Licence
Glenn Reyer, CPA Glenn Reyer, CPA's The Tranel Financial Group Experience September 2014 - Present
Job Director of Accounting & Taxation
Industry Accounting
Experience
The Tranel Financial Group September 2014 - Present
Glenn Reyer & Associates 2011 - 2014
John Seybold & Company, Ltd. 1986 - 2011
Skills
CPA, Tax Preparation, Business Valuation, Accounting, Tax, Valuation, Financial Reporting, Auditing, Financial Accounting, Tax Returns, Income Tax, Internal Controls, GAAP, Corporate Tax, General Ledger, Financial Analysis, QuickBooks, Cash Flow, Account Reconciliation, Tax Accounting, Journal Entries, Bookkeeping, Fixed Assets, Accounts Receivable, Financial Statements, Payroll, Variance Analysis, Accountants, Cost Accounting, Sage, US GAAP, Consolidation, Peachtree, Sales Tax, Cash Flow Forecasting, Accruals, Balance, Payroll Taxes, SEC filings, Sarbanes-Oxley Act, Great Plains Software, External Audit, SEC Filings
Education
DePaul University
Master of Science in Accountancy (M.S.A.)
Northeastern Illinois University
Bachelor of Arts (B.A.)
The Tranel Financial Group September 2014 - Present
Glenn Reyer & Associates 2011 - 2014
John Seybold & Company, Ltd. 1986 - 2011
Skills
CPA, Tax Preparation, Business Valuation, Accounting, Tax, Valuation, Financial Reporting, Auditing, Financial Accounting, Tax Returns, Income Tax, Internal Controls, GAAP, Corporate Tax, General Ledger, Financial Analysis, QuickBooks, Cash Flow, Account Reconciliation, Tax Accounting, Journal Entries, Bookkeeping, Fixed Assets, Accounts Receivable, Financial Statements, Payroll, Variance Analysis, Accountants, Cost Accounting, Sage, US GAAP, Consolidation, Peachtree, Sales Tax, Cash Flow Forecasting, Accruals, Balance, Payroll Taxes, SEC filings, Sarbanes-Oxley Act, Great Plains Software, External Audit, SEC Filings
Education
DePaul University
Master of Science in Accountancy (M.S.A.)
Northeastern Illinois University
Bachelor of Arts (B.A.)
Luigi DeAngelis Luigi DeAngelis's The Tranel Financial Group Experience April 2012 - 2012
Job Founder / CEO
Industry Commercial Real Estate
Experience
The Pre Fi Group Companies September 2005 - Present
One Park Place Ventures LLC January 2007 - Present
Lake County Illinois Tennis Association September 2012 - Present
Ambius August 2012 - March 2013
The Tranel Financial Group April 2012 - 2012
The Burgess Group June 2002 - September 2005
Networkwise/ Computer-Ease June 1992 - September 2005
Networkwise/ Computer-Ease 1998 - 2004
Skills
Deal Structuring, Real Estate, Sales Support, Investments, Underwriting, Loans, Credit, Small Business Lending, Due Diligence, Asset Management, Valuation, Venture Capital, Private Equity, Financial Modeling, Mergers, Investment Banking, Restructuring, Financial Analysis, Capital, Funding, Start-ups, Capital Markets, Real Estate Development, Debt, Private Placements, Joint Ventures, Business Strategy, Strategic Partnerships, Strategy Development, Alternative Investments, Real Estate Finance, Portfolio Management, Structuring, Risk, Hedge Funds, Community Development, Asset Managment, Financial Risk, Financial Structuring, Negotiation, Leadership, Risk Management, Investor Relations, Corporate Finance, Executive Management, Corporate Development, Strategic Planning, Analysis, Entrepreneurship, Commercial Real Estate
Education
DePaul University 1985 — 1990
B.S., Finance
GCHS
The Pre Fi Group Companies September 2005 - Present
One Park Place Ventures LLC January 2007 - Present
Lake County Illinois Tennis Association September 2012 - Present
Ambius August 2012 - March 2013
The Tranel Financial Group April 2012 - 2012
The Burgess Group June 2002 - September 2005
Networkwise/ Computer-Ease June 1992 - September 2005
Networkwise/ Computer-Ease 1998 - 2004
Skills
Deal Structuring, Real Estate, Sales Support, Investments, Underwriting, Loans, Credit, Small Business Lending, Due Diligence, Asset Management, Valuation, Venture Capital, Private Equity, Financial Modeling, Mergers, Investment Banking, Restructuring, Financial Analysis, Capital, Funding, Start-ups, Capital Markets, Real Estate Development, Debt, Private Placements, Joint Ventures, Business Strategy, Strategic Partnerships, Strategy Development, Alternative Investments, Real Estate Finance, Portfolio Management, Structuring, Risk, Hedge Funds, Community Development, Asset Managment, Financial Risk, Financial Structuring, Negotiation, Leadership, Risk Management, Investor Relations, Corporate Finance, Executive Management, Corporate Development, Strategic Planning, Analysis, Entrepreneurship, Commercial Real Estate
Education
DePaul University 1985 — 1990
B.S., Finance
GCHS
Frankie Swindell Frankie Swindell's The Tranel Financial Group Experience August 2014 - September 2014
Job Engineer II, Containers Manufacturing Engineering at Baxter International Inc.
Industry Medical Devices
Experience
Baxter International Inc. January 2015 - Present
Carmel Catholic High School September 2014 - Present
The Tranel Financial Group August 2014 - September 2014
Chess2Children August 2013 - April 2014
Better Walk February 2013 - April 2014
iP2Biz September 2013 - December 2013
Georgia Institute of Technology January 2013 - April 2013
Georgia Institute of Technology January 2012 - January 2013
Abbott July 2011 - August 2011
Skills
Training, Biomedical Engineering, Statistics, Matlab, Editing, Minitab, Labview, Data Analysis, Technical Writing, Management, Research, R&D, Medical Devices, Engineering, Solidworks, Science
Education
Georgia Tech 2010 — 2013
Bachelor's degree, Biomedical/Medical Engineering
Baxter International Inc. January 2015 - Present
Carmel Catholic High School September 2014 - Present
The Tranel Financial Group August 2014 - September 2014
Chess2Children August 2013 - April 2014
Better Walk February 2013 - April 2014
iP2Biz September 2013 - December 2013
Georgia Institute of Technology January 2013 - April 2013
Georgia Institute of Technology January 2012 - January 2013
Abbott July 2011 - August 2011
Skills
Training, Biomedical Engineering, Statistics, Matlab, Editing, Minitab, Labview, Data Analysis, Technical Writing, Management, Research, R&D, Medical Devices, Engineering, Solidworks, Science
Education
Georgia Tech 2010 — 2013
Bachelor's degree, Biomedical/Medical Engineering
Anthony Mackie Anthony Mackie's The Tranel Financial Group Experience June 2013 - Present
Job Sales Suppport Specialist
Industry Financial Services
Experience
The Tranel Financial Group June 2013 - Present
NAMI 2013 - 2014
Aon Hewitt August 2011 - January 2013
The Chapel 2002 - 2013
CharterOne Bank November 2009 - June 2011
The Tranel Financial Group March 2006 - March 2009
TD Ameritrade 2000 - 2005
Edward Jones 1996 - 1997
Fifth Third Bank 1990 - 1994
BC Ziegler 1983 - 1990
Skills
Medicare Specialist, Customer Service, Leadership, PowerPoint, Event Planning, Microsoft Word, Microsoft Office, Coaching, Investments, Microsoft Excel, Sales, Insurance, Social Media, Research, Finance, Access, Employee Benefits, Strategic Planning, Medicare, Marketing, Team Building, Customer Satisfaction, Budgets, Outlook, Time Management, Process Improvement, Management, Training, Recruiting, Team Leadership, Customer Support, Customer Experience, Customer Engagement, Customer Retention, Customer Oriented, Positive Team Player, Financial Reporting, CRM, Life Insurance, Marketing Strategy, Building Effective...
Education
College of Lake County
Bachelor of Science (B.S.), Finance
Eastern Illinois University
Bachelor of Science in Business Administration, Finance
Waukegan East High School
The Tranel Financial Group June 2013 - Present
NAMI 2013 - 2014
Aon Hewitt August 2011 - January 2013
The Chapel 2002 - 2013
CharterOne Bank November 2009 - June 2011
The Tranel Financial Group March 2006 - March 2009
TD Ameritrade 2000 - 2005
Edward Jones 1996 - 1997
Fifth Third Bank 1990 - 1994
BC Ziegler 1983 - 1990
Skills
Medicare Specialist, Customer Service, Leadership, PowerPoint, Event Planning, Microsoft Word, Microsoft Office, Coaching, Investments, Microsoft Excel, Sales, Insurance, Social Media, Research, Finance, Access, Employee Benefits, Strategic Planning, Medicare, Marketing, Team Building, Customer Satisfaction, Budgets, Outlook, Time Management, Process Improvement, Management, Training, Recruiting, Team Leadership, Customer Support, Customer Experience, Customer Engagement, Customer Retention, Customer Oriented, Positive Team Player, Financial Reporting, CRM, Life Insurance, Marketing Strategy, Building Effective...
Education
College of Lake County
Bachelor of Science (B.S.), Finance
Eastern Illinois University
Bachelor of Science in Business Administration, Finance
Waukegan East High School
Jason Mims Jason Mims's The Tranel Financial Group Experience October 2011 - Present
Job Because Your Retirement Depends On It!
Industry Financial Services
Experience
The Tranel Financial Group October 2011 - Present
Mims Painting Inc. June 2011 - Present
Mims Inc. January 2001 - Present
Skills
Customer Service, English, Research, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Sales, Entrepreneurship, Financial Analysis, Marketing, Coaching, Marketing Strategy, Small Business, Social Media
Education
University of Missouri - St. Louis 1989 — 1995
Bachelor of Science (BS), Constitutional Law
The Tranel Financial Group October 2011 - Present
Mims Painting Inc. June 2011 - Present
Mims Inc. January 2001 - Present
Skills
Customer Service, English, Research, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Sales, Entrepreneurship, Financial Analysis, Marketing, Coaching, Marketing Strategy, Small Business, Social Media
Education
University of Missouri - St. Louis 1989 — 1995
Bachelor of Science (BS), Constitutional Law
Joe Velez Joe Velez's The Tranel Financial Group Experience April 2007 - April 2010
Job President and CEO at JPV Financial
Industry Financial Services
Experience
JPV Financial April 2010 - Present
The Tranel Financial Group April 2007 - April 2010
Chicago Board of Trade September 2004 - March 2007
CF Funding December 2001 - July 2004
Skills
Series 7, Investments, Strategic Financial..., Asset Managment, Financial Analysis, Investment Advisory, Mutual Funds, 401k, Retirement, Retirement Planning, Fixed Annuities, Wealth Management, Insurance, Securities, Investment Management, Portfolio Management, Asset Management, Asset Allocation, Finance, Estate Planning, Financial Services
Education
DePaul University 1999 — 2002
Bachelors, Finance
Grand Valley State University 1997 — 1999
General Elections
JPV Financial April 2010 - Present
The Tranel Financial Group April 2007 - April 2010
Chicago Board of Trade September 2004 - March 2007
CF Funding December 2001 - July 2004
Skills
Series 7, Investments, Strategic Financial..., Asset Managment, Financial Analysis, Investment Advisory, Mutual Funds, 401k, Retirement, Retirement Planning, Fixed Annuities, Wealth Management, Insurance, Securities, Investment Management, Portfolio Management, Asset Management, Asset Allocation, Finance, Estate Planning, Financial Services
Education
DePaul University 1999 — 2002
Bachelors, Finance
Grand Valley State University 1997 — 1999
General Elections
Kyle Cashman's The Tranel Financial Group Experience March 2011 - December 2011
Job Social Media Researcher and Analyst
Industry Marketing and Advertising
Experience
Thrivent Financial for Lutherans January 2012 - November 2012
The Tranel Financial Group March 2011 - December 2011
Northeast Illinois Council, Boy Scouts of America September 2009 - February 2011
Liberty Twin Theater May 2003 - August 2008
Skills
Leadership, Management, Fundraising, Marketing, Recruiting, Software Documentation, Strategic Planning, Program Management, Strategic Financial..., Investments, Finance, Securities, Fundrai
Education
Purdue University 2005 — 2009
Bachelors of Arts, History
Thrivent Financial for Lutherans January 2012 - November 2012
The Tranel Financial Group March 2011 - December 2011
Northeast Illinois Council, Boy Scouts of America September 2009 - February 2011
Liberty Twin Theater May 2003 - August 2008
Skills
Leadership, Management, Fundraising, Marketing, Recruiting, Software Documentation, Strategic Planning, Program Management, Strategic Financial..., Investments, Finance, Securities, Fundrai
Education
Purdue University 2005 — 2009
Bachelors of Arts, History
Bob Ritzwoller Bob Ritzwoller's The Tranel Financial Group Experience January 2007 - August 2014
Job Tax Manager at The Brown CPA Group Ltd
Industry Financial Services
Experience
The Brown CPA Group Ltd August 2014 - Present
The Tranel Financial Group January 2007 - August 2014
Keller Wiilliams Realty January 2006 - January 2007
Liberty Tax Service January 2002 - January 2005
Greg Palacek January 2002 - January 2005
Skills
Personal and Business..., Succession Planning, Business Entity Planning, Payroll Services, Personal Tax Planning, Retirement Planning, Tax Preparation, Business, Strategic Financial..., Project Planning, Corporate Tax Planning, Financial Planners, Tax, Small Business, Accounting, Team Building, Leadership, Business Planning, Insurance, Management, QuickBooks, Corporate Tax, Finance, Financial Advisory, Investments, Auditing, Tax Accounting, 401k, Income Tax, IRS, Estate Planning, Bookkeeping, Retirement, Wealth, CPA, IRAs, Fixed Annuities, Long Term Care Insurance, Tax Returns
Education
University of Illinois at Chicago 1980 — 1983
MBA, Finance & Quantitative Methods
University of Illinois at Urbana-Champaign 1975 — 1980
BS, Animal Science
Carmel High School 1971 — 1975
College Prep, NA
The Brown CPA Group Ltd August 2014 - Present
The Tranel Financial Group January 2007 - August 2014
Keller Wiilliams Realty January 2006 - January 2007
Liberty Tax Service January 2002 - January 2005
Greg Palacek January 2002 - January 2005
Skills
Personal and Business..., Succession Planning, Business Entity Planning, Payroll Services, Personal Tax Planning, Retirement Planning, Tax Preparation, Business, Strategic Financial..., Project Planning, Corporate Tax Planning, Financial Planners, Tax, Small Business, Accounting, Team Building, Leadership, Business Planning, Insurance, Management, QuickBooks, Corporate Tax, Finance, Financial Advisory, Investments, Auditing, Tax Accounting, 401k, Income Tax, IRS, Estate Planning, Bookkeeping, Retirement, Wealth, CPA, IRAs, Fixed Annuities, Long Term Care Insurance, Tax Returns
Education
University of Illinois at Chicago 1980 — 1983
MBA, Finance & Quantitative Methods
University of Illinois at Urbana-Champaign 1975 — 1980
BS, Animal Science
Carmel High School 1971 — 1975
College Prep, NA
David Waidzunas David Waidzunas's The Tranel Financial Group Experience January 2013 - April 2013
Job Looking for a Human Resources Position
Industry Human Resources
Experience
The Tranel Financial Group January 2013 - April 2013
CVS/Caremark October 2008 - May 2009
CarePlus Pharmacy at Motorola (CVS/Caremark) July 2007 - October 2008
Osco Drug July 2002 - June 2006
Lake Forest College June 2001 - August 2001
Skills
Research, Marketing, Microsoft Office, Customer Satisfaction, Sales, Social Media, Customer Service
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
MBA, Business Management, Human Resources
College of Lake County 1999 — 2005
Lake Forest College 1999 — 2002
BA, Psychology
The Tranel Financial Group January 2013 - April 2013
CVS/Caremark October 2008 - May 2009
CarePlus Pharmacy at Motorola (CVS/Caremark) July 2007 - October 2008
Osco Drug July 2002 - June 2006
Lake Forest College June 2001 - August 2001
Skills
Research, Marketing, Microsoft Office, Customer Satisfaction, Sales, Social Media, Customer Service
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
MBA, Business Management, Human Resources
College of Lake County 1999 — 2005
Lake Forest College 1999 — 2002
BA, Psychology
Nikolay Karatanev's The Tranel Financial Group Experience January 2010 - April 2010
Job Consulting Associate at Charles River Associates
Industry Financial Services
Experience
Charles River Associates February 2013 - Present
Navigant Economics August 2011 - January 2013
Merrill Lynch February 2011 - April 2011
Morgan Stanley Smith Barney September 2010 - December 2010
The Tranel Financial Group January 2010 - April 2010
Skills
Valuation, Economics, Financial Analysis, Bloomberg, Investments, Data Analysis, Capital IQ, Factset, Finance, Private Equity, Microsoft Excel, Decision Modeling, CRSP, Thomson One Analytics, Analysis, WRDS, Financial Modeling
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
Lake Forest College 2009 — 2011
Bachelor of Arts (BA), Finance
Oakton Community College 2008 — 2009
Associate, Liberal Arts
Charles River Associates February 2013 - Present
Navigant Economics August 2011 - January 2013
Merrill Lynch February 2011 - April 2011
Morgan Stanley Smith Barney September 2010 - December 2010
The Tranel Financial Group January 2010 - April 2010
Skills
Valuation, Economics, Financial Analysis, Bloomberg, Investments, Data Analysis, Capital IQ, Factset, Finance, Private Equity, Microsoft Excel, Decision Modeling, CRSP, Thomson One Analytics, Analysis, WRDS, Financial Modeling
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
Lake Forest College 2009 — 2011
Bachelor of Arts (BA), Finance
Oakton Community College 2008 — 2009
Associate, Liberal Arts
Marcus Wolfe Marcus Wolfe's The Tranel Financial Group Experience March 2004 - August 2005
Job Real Estate Investor at Hopeful Homes
Industry Real Estate
Experience
Hopeful Homes LLC June 2015 - Present
Waukegan High School August 2013 - June 2014
Zion-Benton Township High School September 2009 - June 2014
Cristo Rey St. Martin College Prep August 2007 - July 2009
Various Lake County IL School Districts January 2006 - June 2006
The Tranel Financial Group March 2004 - August 2005
Capital Point Financial Group/Guardian Life Insurance Co October 2003 - March 2004
Northwestern Mutual Financial Network April 2002 - September 2003
AFLAC October 2001 - March 2002
Hewitt Associates August 1998 - October 2001
Skills
Real Estate Marketing, Real Estate Negotiating, Project Management, Property Evaluation, Property Repair..., Entrepreneurship, Management, Team Building, Investment Properties
Education
Fortune Builders Real Estate Education
Mastery Program, Real Estate Investing
National-Louis University 2005 — 2006
Secondary Education Certification, Social Studies Teacher Education, 4.0
Trinity International University 1994 — 1998
Master of Religious Education (MRE), Christian Education, 3.1
Augustana College (IL) 1990 — 1994
Bachelor of Arts (B.A.), History and English, 3.1
Hopeful Homes LLC June 2015 - Present
Waukegan High School August 2013 - June 2014
Zion-Benton Township High School September 2009 - June 2014
Cristo Rey St. Martin College Prep August 2007 - July 2009
Various Lake County IL School Districts January 2006 - June 2006
The Tranel Financial Group March 2004 - August 2005
Capital Point Financial Group/Guardian Life Insurance Co October 2003 - March 2004
Northwestern Mutual Financial Network April 2002 - September 2003
AFLAC October 2001 - March 2002
Hewitt Associates August 1998 - October 2001
Skills
Real Estate Marketing, Real Estate Negotiating, Project Management, Property Evaluation, Property Repair..., Entrepreneurship, Management, Team Building, Investment Properties
Education
Fortune Builders Real Estate Education
Mastery Program, Real Estate Investing
National-Louis University 2005 — 2006
Secondary Education Certification, Social Studies Teacher Education, 4.0
Trinity International University 1994 — 1998
Master of Religious Education (MRE), Christian Education, 3.1
Augustana College (IL) 1990 — 1994
Bachelor of Arts (B.A.), History and English, 3.1
Thomas Nield Thomas Nield's The Tranel Financial Group Experience July 2012 - January 2013
Job Relationship Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2014 - Present
BMO Harris Bank February 2013 - June 2014
The Tranel Financial Group July 2012 - January 2013
University of Notre Dame August 2011 - May 2012
Summit Educational Group June 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Leadership, Public Speaking, Customer Service, Social Media, Management
Education
University of Notre Dame 2009 — 2012
Bachelor of Arts (B.A.), Economics
University of Chicago 2008 — 2009
JPMorgan Chase June 2014 - Present
BMO Harris Bank February 2013 - June 2014
The Tranel Financial Group July 2012 - January 2013
University of Notre Dame August 2011 - May 2012
Summit Educational Group June 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Leadership, Public Speaking, Customer Service, Social Media, Management
Education
University of Notre Dame 2009 — 2012
Bachelor of Arts (B.A.), Economics
University of Chicago 2008 — 2009
Marian O. Rodriguez Marian O. Rodriguez's The Tranel Financial Group Experience 2000 - 2002
Job Marketing Manager at CARSTAR Mundelein
Industry Marketing and Advertising
Experience
CARSTAR Mundelein July 2010 - Present
The People's Choice Family Fun Center 2008 - 2010
Edgge Media Group 2006 - 2008
Mundelein MainStreet 2002 - 2005
The Tranel Financial Group 2000 - 2002
Holiday Inn Mundelein 1997 - 2000
Noel Travel Group - IPMC & TravelGuard 1994 - 1996
Best Western Inn of Chicago 1994 - 1996
Best Western Inn of Chicago 1994 - 1996
Best Western Inn of Chicago 1994 - 1996
Skills
Marketing, Proofreading, Editing, Advertising, Networking, Social Networking, Marketing Communications, Social Media, Web Design, Adobe Creative Suite, Graphic Design, Email Marketing, Training, Facebook, Public Speaking, InDesign, Team Building, New Business Development, Illustrator, Social Media Marketing, Online Advertising, Time Management, Photography, Strategic Communications, Newsletters, Public Relations, Copywriting, Online Marketing, Event Planning, Trade Shows, Marketing Strategy, Press Releases, Event Management, Media Relations, SEO, Blogging, Fundraising, Creative Direction, Brand Development, Digital Marketing, Digital Media, Copy Editing, B2B, Brochures, Nonprofits, Publicity, Relationship Marketing, Creative Writing, Mobile Marketing, Media Planning
Education
DeVry Univeristy Chicago 2009 — 2014
Bachelors, Multi Media Design & Development, Junior
Barat College of DePaul University 1982 — 1985
Business & Marketing Classes
Universidad de Artes Plasticas 1979 — 1981
Art and Local History
Millikin University 1977 — 1979
Commercial Art
Senn High School 1973 — 1977
CARSTAR Mundelein July 2010 - Present
The People's Choice Family Fun Center 2008 - 2010
Edgge Media Group 2006 - 2008
Mundelein MainStreet 2002 - 2005
The Tranel Financial Group 2000 - 2002
Holiday Inn Mundelein 1997 - 2000
Noel Travel Group - IPMC & TravelGuard 1994 - 1996
Best Western Inn of Chicago 1994 - 1996
Best Western Inn of Chicago 1994 - 1996
Best Western Inn of Chicago 1994 - 1996
Skills
Marketing, Proofreading, Editing, Advertising, Networking, Social Networking, Marketing Communications, Social Media, Web Design, Adobe Creative Suite, Graphic Design, Email Marketing, Training, Facebook, Public Speaking, InDesign, Team Building, New Business Development, Illustrator, Social Media Marketing, Online Advertising, Time Management, Photography, Strategic Communications, Newsletters, Public Relations, Copywriting, Online Marketing, Event Planning, Trade Shows, Marketing Strategy, Press Releases, Event Management, Media Relations, SEO, Blogging, Fundraising, Creative Direction, Brand Development, Digital Marketing, Digital Media, Copy Editing, B2B, Brochures, Nonprofits, Publicity, Relationship Marketing, Creative Writing, Mobile Marketing, Media Planning
Education
DeVry Univeristy Chicago 2009 — 2014
Bachelors, Multi Media Design & Development, Junior
Barat College of DePaul University 1982 — 1985
Business & Marketing Classes
Universidad de Artes Plasticas 1979 — 1981
Art and Local History
Millikin University 1977 — 1979
Commercial Art
Senn High School 1973 — 1977
Tyler Braun Tyler Braun's The Tranel Financial Group Experience January 2011 - Present
Job Because You Want to Retire Healthy and Wealthy!
Industry Financial Services
Experience
The Tranel Financial Group January 2011 - Present
University of Wisconsin - Whitewater 2006 - 2010
The Tranel Financial Group May 2009 - August 2009
University of Wisconsin Whitewater January 2006 - January 2008
Skills
Time Management, Strategic Financial..., Public Speaking, Customer Service, Management, Investments, Finance, Event Planning, Networking, Microsoft Word, Team Building, Leadership, Team Leadership, Microsoft Office, Sales, PowerPoint, Leadership Development, Project Planning, Microsoft Excel, Strategic Planning
Education
Black Hawk High School 2002 — 2006
High School Diploma
University of Wisconsin-Whitewater 2006 — 2010
Business, Entrepreneurship, Finance
Kaplan University 2010 — 2010
FINRA Series 7, 63 & 65 Securities Licence
The Tranel Financial Group January 2011 - Present
University of Wisconsin - Whitewater 2006 - 2010
The Tranel Financial Group May 2009 - August 2009
University of Wisconsin Whitewater January 2006 - January 2008
Skills
Time Management, Strategic Financial..., Public Speaking, Customer Service, Management, Investments, Finance, Event Planning, Networking, Microsoft Word, Team Building, Leadership, Team Leadership, Microsoft Office, Sales, PowerPoint, Leadership Development, Project Planning, Microsoft Excel, Strategic Planning
Education
Black Hawk High School 2002 — 2006
High School Diploma
University of Wisconsin-Whitewater 2006 — 2010
Business, Entrepreneurship, Finance
Kaplan University 2010 — 2010
FINRA Series 7, 63 & 65 Securities Licence
Bill Kramer Bill Kramer's The Tranel Financial Group Experience August 2008 - October 2008
Job Consultant at Workbridge Associates
Industry Information Technology and Services
Experience
Workbridge Associates March 2015 - Present
Cars.com September 2012 - July 2014
DePaul University May 2010 - September 2012
US Census Bureau April 2009 - May 2009
The Tranel Financial Group August 2008 - October 2008
JPMorgan Chase February 2008 - August 2008
Ameriprise Financial November 2007 - December 2007
MetLife June 2004 - November 2007
Washington Mutual June 2002 - August 2003
Greenbrier & Russel April 1998 - June 2002
Skills
Web Development, Front-end, HTML 5, HTML, CSS, jQuery, JavaScript, JSON, SASS, Grunt, Bootstrap, XHTML, XML, JSP, JSTL, Java, Eclipse, CanJS, Git, Node.js, Lighttpd, Stylus, Agile Methodologies, Scrum, ASP.NET, Software Development, Web Services, PHP, Oracle, Web Applications, Database Design, Databases, SQL, MySQL
Education
DePaul University
E-Commerce Technology
Harper College
.NET Web Development
Miami University
Bachelor of Science, Business
Workbridge Associates March 2015 - Present
Cars.com September 2012 - July 2014
DePaul University May 2010 - September 2012
US Census Bureau April 2009 - May 2009
The Tranel Financial Group August 2008 - October 2008
JPMorgan Chase February 2008 - August 2008
Ameriprise Financial November 2007 - December 2007
MetLife June 2004 - November 2007
Washington Mutual June 2002 - August 2003
Greenbrier & Russel April 1998 - June 2002
Skills
Web Development, Front-end, HTML 5, HTML, CSS, jQuery, JavaScript, JSON, SASS, Grunt, Bootstrap, XHTML, XML, JSP, JSTL, Java, Eclipse, CanJS, Git, Node.js, Lighttpd, Stylus, Agile Methodologies, Scrum, ASP.NET, Software Development, Web Services, PHP, Oracle, Web Applications, Database Design, Databases, SQL, MySQL
Education
DePaul University
E-Commerce Technology
Harper College
.NET Web Development
Miami University
Bachelor of Science, Business
Sharon Cramer Sharon Cramer's The Tranel Financial Group Experience January 2011 - Present
Job Project Manager & Tax Preparer
Industry Information Technology and Services
Experience
various January 2001 - Present
The TRANEL Financial Group January 2011 - Present
Allstate August 1995 - May 2006
Harper College August 1993 - July 1995
Oakton Community College January 1991 - July 1995
Software Design Associates February 1982 - February 1986
IBM South Africa March 1979 - June 1981
Skills
Business Process..., Project Management, Business Analysis, Management, Vendor Management, Change Management, Management Consulting, Strategic Planning, Program Management, Project Planning, Cross-functional Team..., Requirements Analysis, SDLC, Team Building, Budgets, Team Leadership, Business Strategy, Risk Management, Negotiation, Strategy, Software Development
Education
Lake Forest Graduate School of Management 2001 — 2005
Master of Business Administration (MBA), Business/Commerce, General
University of the Witwatersrand 1975 — 1978
Bachelor of Science (BSc), Computer Science and Mathematics
various January 2001 - Present
The TRANEL Financial Group January 2011 - Present
Allstate August 1995 - May 2006
Harper College August 1993 - July 1995
Oakton Community College January 1991 - July 1995
Software Design Associates February 1982 - February 1986
IBM South Africa March 1979 - June 1981
Skills
Business Process..., Project Management, Business Analysis, Management, Vendor Management, Change Management, Management Consulting, Strategic Planning, Program Management, Project Planning, Cross-functional Team..., Requirements Analysis, SDLC, Team Building, Budgets, Team Leadership, Business Strategy, Risk Management, Negotiation, Strategy, Software Development
Education
Lake Forest Graduate School of Management 2001 — 2005
Master of Business Administration (MBA), Business/Commerce, General
University of the Witwatersrand 1975 — 1978
Bachelor of Science (BSc), Computer Science and Mathematics
Chris Roets Chris Roets's The Tranel Financial Group Experience December 2010 - April 2011
Job Wirtz Beverage Group
Industry Wine and Spirits
Experience
Wirtz Beverage Group April 2014 - Present
Wirtz Beverage Group June 2012 - Present
Northwestern Mutual May 2011 - January 2012
The Tranel Financial Group December 2010 - April 2011
Skills
Long-term Care, Retirement Planning, Sales, Customer Service, Microsoft Excel, PowerPoint, Marketing, Social Media, Event Planning, Microsoft Office, Microsoft Word, Cold Calling, Public Speaking, Facebook, Social Media Marketing, Leadership, Time Management, Retail, Advertising
Education
Lake Forest College 2008 — 2012
Business and Politics
Arrowhead High School 2004 — 2008
Wirtz Beverage Group April 2014 - Present
Wirtz Beverage Group June 2012 - Present
Northwestern Mutual May 2011 - January 2012
The Tranel Financial Group December 2010 - April 2011
Skills
Long-term Care, Retirement Planning, Sales, Customer Service, Microsoft Excel, PowerPoint, Marketing, Social Media, Event Planning, Microsoft Office, Microsoft Word, Cold Calling, Public Speaking, Facebook, Social Media Marketing, Leadership, Time Management, Retail, Advertising
Education
Lake Forest College 2008 — 2012
Business and Politics
Arrowhead High School 2004 — 2008
Simon Manoyan's The Tranel Financial Group Experience May 2011 - August 2013
Job Senior Advisor at BKD Wealth Advisors
Industry Financial Services
Experience
BKD Wealth Advisors March 2014 - Present
Goldstone Financial Group September 2013 - October 2013
The Tranel Financial Group May 2011 - August 2013
Abt Electronics September 2009 - June 2011
Fifth Third Bank February 2009 - May 2009
Kampen Investments April 2007 - August 2008
E*TRADE Financial December 2005 - April 2007
Skills
Mutual Funds, Series 7, Investments, Sales, Sales Operations, Financial Advisory, Client Service Oriented, Finance, Process Improvement, Securities, CRM, Superior Client Service, Outstanding time..., Management, Series 63, Customer Service, Time Management, IRAs, Portfolio Management, Alternative Investments, Asset Allocation, Banking, New Business Development, Selling, Credit, Sales Management, Sales Process, Retirement Planning, Retail, Account Management, Financial Services, Investment Strategies, Social Networking, Social Media, Investment Advisory, Wealth Management, Investment Management, Insurance, Coaching, Asset Management, Relationship Management, Forecasting, Retirement, Financial Modeling, ETFs, Series 65, 401k, Separately Managed..., Financial Planning, Variable Annuities
Education
DePaul University 2000 — 2005
Bachelors of Science, Finance
BKD Wealth Advisors March 2014 - Present
Goldstone Financial Group September 2013 - October 2013
The Tranel Financial Group May 2011 - August 2013
Abt Electronics September 2009 - June 2011
Fifth Third Bank February 2009 - May 2009
Kampen Investments April 2007 - August 2008
E*TRADE Financial December 2005 - April 2007
Skills
Mutual Funds, Series 7, Investments, Sales, Sales Operations, Financial Advisory, Client Service Oriented, Finance, Process Improvement, Securities, CRM, Superior Client Service, Outstanding time..., Management, Series 63, Customer Service, Time Management, IRAs, Portfolio Management, Alternative Investments, Asset Allocation, Banking, New Business Development, Selling, Credit, Sales Management, Sales Process, Retirement Planning, Retail, Account Management, Financial Services, Investment Strategies, Social Networking, Social Media, Investment Advisory, Wealth Management, Investment Management, Insurance, Coaching, Asset Management, Relationship Management, Forecasting, Retirement, Financial Modeling, ETFs, Series 65, 401k, Separately Managed..., Financial Planning, Variable Annuities
Education
DePaul University 2000 — 2005
Bachelors of Science, Finance
Stephanie Walsh's The Tranel Financial Group Experience May 2013 - Present
Job Executive Assistant at The Tranel Financial Group
Industry Consumer Services
Experience
The Tranel Financial Group May 2013 - Present
Church Solutions Group Inc April 2011 - February 2013
Willow Creek Association 2006 - 2011
Majestic Mortgage 2001 - 2006
Skills
Administrative..., Office Management, Event Planning, Volunteer Management, Nonprofits, Data Entry, Customer Service, Outlook, Microsoft Office, System Administration, Microsoft Word, PowerPoint, Microsoft Excel, Community Outreach, Event Management, Process Scheduler, QuickBooks, Editing, Leadership, Administrative..., Management, Budgets, Team Building, Strategic Planning, Public Speaking, Time Management, Human Resources
Education
University of Kansas
The Tranel Financial Group May 2013 - Present
Church Solutions Group Inc April 2011 - February 2013
Willow Creek Association 2006 - 2011
Majestic Mortgage 2001 - 2006
Skills
Administrative..., Office Management, Event Planning, Volunteer Management, Nonprofits, Data Entry, Customer Service, Outlook, Microsoft Office, System Administration, Microsoft Word, PowerPoint, Microsoft Excel, Community Outreach, Event Management, Process Scheduler, QuickBooks, Editing, Leadership, Administrative..., Management, Budgets, Team Building, Strategic Planning, Public Speaking, Time Management, Human Resources
Education
University of Kansas
Chad Trevithick's The Tranel Financial Group Experience March 2007 - October 2009
Job LPL Financial Consultant at CB Capital Investment Group, A Division of Capital Bank N.A.
Industry Financial Services
Experience
CB Capital Investment Group, A Division of Capital Bank N.A. September 2012 - Present
New England Financial October 2009 - September 2012
The Tranel Financial Group March 2007 - October 2009
Ameriprise Financial May 2003 - May 2006
Skills
Long-term Care, Wealth Management..., Retirement Planning, Strategic Financial..., Wealth Management, Disability Insurance, Retirement, Estate Planning, Finance, Financial Services, Securities, Wealth, IRAs, Mutual Funds, Insurance, Financial Planning, Investments, Financial Advisory, Series 7
Education
Newman University 1997 — 2000
B.S. Marketing; B.S. Management; B.A. Business Administration
University of Missouri-Kansas City 1994 — 1997
Undergraduate Studies, Business Administration and Management, General
CB Capital Investment Group, A Division of Capital Bank N.A. September 2012 - Present
New England Financial October 2009 - September 2012
The Tranel Financial Group March 2007 - October 2009
Ameriprise Financial May 2003 - May 2006
Skills
Long-term Care, Wealth Management..., Retirement Planning, Strategic Financial..., Wealth Management, Disability Insurance, Retirement, Estate Planning, Finance, Financial Services, Securities, Wealth, IRAs, Mutual Funds, Insurance, Financial Planning, Investments, Financial Advisory, Series 7
Education
Newman University 1997 — 2000
B.S. Marketing; B.S. Management; B.A. Business Administration
University of Missouri-Kansas City 1994 — 1997
Undergraduate Studies, Business Administration and Management, General
Peter Orth's The Tranel Financial Group Experience 2007 - Present
Job Helping People Enjoy A Better Life!
Industry Financial Services
Experience
The Tranel Financial Group 2007 - Present
The Tranel Financial Group March 2007 - January 2010
Coe Capital Management, LLC January 2003 - March 2007
Coe Financial Group 2002 - 2003
TD Waterhouse 1992 - 2001
Skills
Strategic Financial..., Series 24, Finance, Asset Management, Investments, Leadership, Management, Analysis, Forecasting, Financial Modeling, Financial Advisory, Securities, Mutual Funds, Portfolio Management, Wealth Management, Equities, Insurance, Retirement, FINRA, Series 7, Asset Allocation, Retirement Planning, Options, Series 63, Financial Planners, Investment Advisory, Investment Strategies, Alternative Investments, 401k
Education
Loras College 1986 — 1990
BA, Finance
The Tranel Financial Group 2007 - Present
The Tranel Financial Group March 2007 - January 2010
Coe Capital Management, LLC January 2003 - March 2007
Coe Financial Group 2002 - 2003
TD Waterhouse 1992 - 2001
Skills
Strategic Financial..., Series 24, Finance, Asset Management, Investments, Leadership, Management, Analysis, Forecasting, Financial Modeling, Financial Advisory, Securities, Mutual Funds, Portfolio Management, Wealth Management, Equities, Insurance, Retirement, FINRA, Series 7, Asset Allocation, Retirement Planning, Options, Series 63, Financial Planners, Investment Advisory, Investment Strategies, Alternative Investments, 401k
Education
Loras College 1986 — 1990
BA, Finance
Jessica Kottmeyer's The Tranel Financial Group Experience January 2008 - November 2009
Job Marketing Manager, ServSafe at National Restaurant Association
Industry Restaurants
Experience
National Restaurant Association September 2014 - Present
National Restaurant Association April 2012 - Present
Noise Barriers, LLC. November 2009 - April 2012
The Tranel Financial Group January 2008 - November 2009
The Birchwood CLub May 2004 - September 2007
Skills
Social Media, Marketing Strategy, Marketing Communications, Strategic Communications, Writing, Project Management, Social Networking, Email Marketing, Event Management, Social Media Marketing, Public Relations
Education
Indiana University Bloomington 2003 — 2007
Bachelors, Communication
National Restaurant Association September 2014 - Present
National Restaurant Association April 2012 - Present
Noise Barriers, LLC. November 2009 - April 2012
The Tranel Financial Group January 2008 - November 2009
The Birchwood CLub May 2004 - September 2007
Skills
Social Media, Marketing Strategy, Marketing Communications, Strategic Communications, Writing, Project Management, Social Networking, Email Marketing, Event Management, Social Media Marketing, Public Relations
Education
Indiana University Bloomington 2003 — 2007
Bachelors, Communication
Alexandru 'Ace' Sabau's The Tranel Financial Group Experience September 2009 - May 2010
Job ECommerce Manager at Radionic Industries Inc
Industry Consumer Electronics
Experience
Radionic Industries Inc September 2014 - Present
Power Cellular, Inc March 2012 - August 2014
Power Cellular, Inc October 2010 - March 2012
The Tranel Financial Group September 2009 - May 2010
Lake Forest College September 2008 - May 2010
T-Mobile June 2007 - May 2008
Skills
Customer Service, Outlook, PowerPoint, Word, Excel, Communicating, Sales, Phone sales, Internet sales, Client Relationship..., Microsoft Word, Account Management, Leadership, E-commerce, Social Media, New Business Development, Time Management, CRM, Microsoft Excel, Social Media Marketing, Telemarketing
Education
Lake Forest College 2007 — 2010
BA, Economics, International Relations
Radionic Industries Inc September 2014 - Present
Power Cellular, Inc March 2012 - August 2014
Power Cellular, Inc October 2010 - March 2012
The Tranel Financial Group September 2009 - May 2010
Lake Forest College September 2008 - May 2010
T-Mobile June 2007 - May 2008
Skills
Customer Service, Outlook, PowerPoint, Word, Excel, Communicating, Sales, Phone sales, Internet sales, Client Relationship..., Microsoft Word, Account Management, Leadership, E-commerce, Social Media, New Business Development, Time Management, CRM, Microsoft Excel, Social Media Marketing, Telemarketing
Education
Lake Forest College 2007 — 2010
BA, Economics, International Relations
Chris Beckman's The Tranel Financial Group Experience June 2008 - April 2009
Job Investment Division Service Manager at The EFG Companies
Industry Financial Services
Experience
The EFG Companies October 2009 - Present
The Tranel Financial Group June 2008 - April 2009
Skills
Insurance, Investments, Mutual Funds, Retirement Planning, Retirement
Education
Northern Illinois University 2006 — 2008
Bachelor's, Finance
The EFG Companies October 2009 - Present
The Tranel Financial Group June 2008 - April 2009
Skills
Insurance, Investments, Mutual Funds, Retirement Planning, Retirement
Education
Northern Illinois University 2006 — 2008
Bachelor's, Finance
Huey Adams's The Tranel Financial Group Experience March 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
The Tranel Financial Group March 2010 - Present
Schaumburg Fire Department July 1977 - July 2005
Motorcycle Dealer Owner/Operator March 1990 - March 2005
Education
Kendall College 2001 — 2004
Bachelor of Art, Leadership
The Tranel Financial Group March 2010 - Present
Schaumburg Fire Department July 1977 - July 2005
Motorcycle Dealer Owner/Operator March 1990 - March 2005
Education
Kendall College 2001 — 2004
Bachelor of Art, Leadership
Daniel Esturain's The Tranel Financial Group Experience June 2012 - August 2012
Job Customer Service Representative at ComPsych
Industry Financial Services
Experience
ComPsych January 2014 - Present
Lake Forest College September 2009 - May 2013
The Tranel Financial Group June 2012 - August 2012
JHP Community center May 2006 - September 2008
Skills
Singing, Microsoft Excel, Microsoft Word, Stata, PowerPoint, Economics
Education
Lake Forest College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Northside college prep 2005 — 2009
ComPsych January 2014 - Present
Lake Forest College September 2009 - May 2013
The Tranel Financial Group June 2012 - August 2012
JHP Community center May 2006 - September 2008
Skills
Singing, Microsoft Excel, Microsoft Word, Stata, PowerPoint, Economics
Education
Lake Forest College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Northside college prep 2005 — 2009
Sam Mackie's The Tranel Financial Group Experience June 2010 - August 2010
Job Cashier at Butera Grocery
Industry Business Supplies and Equipment
Experience
Butera Grocery December 2013 - Present
The Tranel Financial Group June 2010 - August 2010
Jay Vending October 2008 - August 2010
Butera Grocery October 2007 - February 2008
Skills
Microsoft Office, Customer Service, Microsoft Excel, Photoshop, PowerPoint, Microsoft Word, Teamwork, HTML, English, Outlook, Grocery, Time Management, Data Entry, Inventory Management, Public Speaking, Cashiering, Customer Satisfaction, Research, Sales
Education
College of Lake County 2014 — 2014
Associates of Arts, Business/Commerce, General
Northern Illinois University 2009 — 2013
Business and Personal/Financial Services Marketing Operations
Butera Grocery December 2013 - Present
The Tranel Financial Group June 2010 - August 2010
Jay Vending October 2008 - August 2010
Butera Grocery October 2007 - February 2008
Skills
Microsoft Office, Customer Service, Microsoft Excel, Photoshop, PowerPoint, Microsoft Word, Teamwork, HTML, English, Outlook, Grocery, Time Management, Data Entry, Inventory Management, Public Speaking, Cashiering, Customer Satisfaction, Research, Sales
Education
College of Lake County 2014 — 2014
Associates of Arts, Business/Commerce, General
Northern Illinois University 2009 — 2013
Business and Personal/Financial Services Marketing Operations
Jenna Tranel's The Tranel Financial Group Experience May 2015 - Present
Job Administrative Assistant at Intl. FCStone
Industry Public Relations and Communications
Experience
The Tranel Financial Group May 2015 - Present
INTL FCStone Inc. January 2015 - May 2015
Illinois Wesleyan University August 2011 - May 2015
OSF HealthCare August 2014 - January 2015
Independent Study Project March 2014 - June 2014
The Tranel Financial Group December 2013 - February 2014
Young Women's Christian Association August 2013 - December 2013
Advocate Condell Medical Center May 2013 - August 2013
Lake Minear Beach May 2009 - 2013
Skills
Critical Thinking, Public Speaking, Leadership, Spanish, Social Media, Event Planning, Teaching, Community Outreach, Public Relations, Customer Service, Office Administration, Program Management, Operations, Team Building
Education
Illinois Wesleyan University 2011 — 2015
The Tranel Financial Group May 2015 - Present
INTL FCStone Inc. January 2015 - May 2015
Illinois Wesleyan University August 2011 - May 2015
OSF HealthCare August 2014 - January 2015
Independent Study Project March 2014 - June 2014
The Tranel Financial Group December 2013 - February 2014
Young Women's Christian Association August 2013 - December 2013
Advocate Condell Medical Center May 2013 - August 2013
Lake Minear Beach May 2009 - 2013
Skills
Critical Thinking, Public Speaking, Leadership, Spanish, Social Media, Event Planning, Teaching, Community Outreach, Public Relations, Customer Service, Office Administration, Program Management, Operations, Team Building
Education
Illinois Wesleyan University 2011 — 2015