Trinity Financial Advisors LLC
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Trinity Financial Advisors LLC Employees
Northern Trust Asset Management September 2014 - Present
Northern Trust 2012 - 2014
Trinity Financial Advisors, LLC March 2008 - May 2012
Skills
Equities, Portfolio Management, Investments, Mutual Funds, Fixed Income, Valuation, Banking, Financial Analysis, Asset Management, Alternative Investments, Finance, Securities, Accounting, Bloomberg, Financial Services
Education
Northeastern Illinois University
Bachelor of Science, Finance
Financial Strategy Network, LLC May 2013 - Present
Trinity Financial Advisors LLC October 2012 - April 2013
Skills
Financial Analysis, Teamwork, Microsoft Office, Customer Service, Data Analysis, Investments, Finance, Microsoft Excel, PowerPoint, Social Media, Research, Microsoft Word, Public Speaking
Education
University of Minnesota-Duluth 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Financial Planning
Forum Financial Management, LLC February 2012 - October 2013
Balasa Dinverno Foltz LLC February 2010 - July 2011
Trinity Financial Advisors, LLC January 2007 - January 2010
Northern Trust Company April 1986 - July 1998
Skills
Wealth Management, Banking, Financial Services, Retirement Planning, Strategic Financial..., Practice Management, Personal Tax Planning, Income Tax, Investments, Commercial Lending, Money Guide Pro, Morningstar, Junxure
Education
University of Michigan - Stephen M. Ross School of Business 1978 — 1982
Bachelors in Business Administration, Accounting/Finance
Trinity Financial Advisors, LLC January 2000 - Present
Ronald Blue & Co. April 1996 - January 2000
Deloitte May 1985 - October 1995
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Investment Advisory, Investments, Estate Planning, Asset Allocation, Asset Managment, Financial Advisory, Investment Strategies, Retirement, Alternative Investments, Mutual Funds, Investment Management, Financial Planners, Certified Financial..., Finance, Portfolio Management, Financial Services, Equities
Education
Northern Illinois University 1980 — 1981
MBA, Finance
Northern Illinois University 1976 — 1978
B.S., Finance
The Rosalyn Miller Group at Cutler Real Estate February 2014 - Present
HER Realtors April 2010 - February 2014
USA-1 Real Estate January 2003 - March 2010
Trinity Financial Advisors LLC July 2007 - September 2008
Fahlgren Mortine Public Relations September 1998 - March 2005
Skills
Real Estate Transactions, Sellers, Buyers
Education
Bethany College 1993 — 1997
BA, Communication, Psychology
Trinity Financial Advisors, LLC September 2007 - Present
BMO Harris Bank January 1980 - October 2003
Education
Saint Xavier University 2000 — 2002
Master of Business Administration (M.B.A.), Financial Planning and Services
De Paul University 1992 — 1997
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Spiaggia July 2015 - Present
The Clare at Water Tower September 2014 - July 2015
Delightful Pastries June 2014 - August 2014
Eclair Bakery & Patisserie January 2014 - June 2014
Ehlert Financial Group, Inc. September 2013 - January 2014
Trinity Financial Advisors, LLC May 2011 - September 2013
Loyola University Chicago School of Law November 2004 - May 2011
Texas A&M University at Galveston January 2001 - November 2004
Skills
Student Loan Repayment, Budget Management, Cash Flow Management, Retirement Planning, FAFSA, Asset Management, Investments, Excel, Word, PowerPoint
Education
The French Pastry School 2014 — 2014
L'Art de la Patisserie
Quinlan School of Business, Loyola University Chicago 2008 — 2010
MBA, Finance
Loyola University Chicago 1996 — 1998
B.A., Sociology
Trinity Financial Advisors LLC 2005 - Present
Chase 2001 - 2004
MCI 1998 - 2000
CompuServe Incorporated 1994 - 1998
Skills
Investment Management, Wealth Management, Retirement Planning, Finance, Strategic Financial..., Financial Analysis, Investments, Portfolio Management, Mutual Funds, Asset Allocation, Forecasting, Budgets, Risk Management, Investment Banking, Asset Management, Financial Risk, Securities, Financial Services, Series 7, Negotiation, Management, Retirement, Estate Planning, Sales, Outsourcing
Education
The Ohio State University 1995 — 1997
Masters in Business Administration
Indiana University Bloomington 1987 — 1991
Business and Accounting
UAHS
Trinity Financial Advisors, LLC May 2015 - Present
University of Illinois June 2010 - Present
AHC Advisors, Inc. February 2014 - December 2014
SWIM - Smart Women Investing Money 2007 - 2010
The Children's Center 2000 - 2005
Heller Real Estate Financial Services 1986 - 1992
Education
Northwestern University 2010 — 2012
Continuing Studies, Certified Financial Planner™ Certification Education Program
DePaul University
Bachelor of Science (B.S.), Operations Management
Trinity Financial Advisors, LLC June 2014 - Present
Embellish Boutique June 2014 - Present
Dress for Success Worldwide January 2014 - January 2015
Cerato Boutique November 2013 - April 2014
Vincent L Blume, PC November 2011 - November 2013
Perchance Boutique April 2013 - October 2013
Illinois Institute of Art October 2012 - March 2013
Krehbiel & Associates, LLC January 2010 - April 2011
University of Illinois at Urbana-Champaign August 2008 - December 2008
Leymone Hardcastle & Co LLC May 2007 - August 2007
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2009
Master of Science (MAS), Accounting
DePaul University 2014 — 2015
Financial Planning Certificate Program, Financial Planning and Services
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science (BS), Accounting
Illinois Institute of Art 2011 — 2013
Bachelor of Arts, Fashion Marketing and Management
Kovitz Investment Group January 2011 - Present
Trinity Financial Advisors LLC September 2002 - December 2010
Northern Trust August 1986 - June 2002
Skills
Investments, Retirement Planning, Estate Planning, Wealth Management, Asset Allocation, High Net Worth..., Personal Financial..., Certified Financial...
Education
Northwestern University - Kellogg School of Management 1989 — 1991
Masters of Management, Finance and Marketing
University of Illinois at Urbana-Champaign 1982 — 1986
Bachelor of Science (B.S.), Business
Trinity Financial Advisors, LLC November 2009 - Present
RBC 2002 - 2007
Walt Disney World April 2000 - June 2002
Skills
Customer Service, Microsoft Office, Sales, Time Management, Marketing, Event Planning, Leadership, Microsoft Word, PowerPoint, Hospitality
Education
Triton College
Hotel/Motel Administration/Management
Alden Estates of Shorewood February 2013 - Present
LifeTime fitness January 2009 - August 2012
Advanced Laser Body Care Institute January 2012 - May 2012
Provena Health October 2010 - August 2011
Rogy's Learning Place 2009 - 2010
Trinity Financial Advisors LLC 2006 - 2009
Skills
Spanish language skills, Clerical Work, Office Management, Childcare, Child Development
Education
Joliet Junior College 2009 — 2011
Associate's degree, Registered Nursing/Registered Nurse
University of Illinois at Chicago 2006 — 2009
BS, Psychology