UPSTREAM Investment Partners, LLC

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UPSTREAM Investment Partners, LLC Employees

Employee
Years
Job
Industry
Nick Styczen Nick Styczen Chicago, Illinois Details
Nick Styczen's UPSTREAM Investment Partners, LLC Experience April 2011 - Present
Job Branch Director/Senior Financial Advisor at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC   April 2011 - Present
Ameriprise Financial Advisors  November 2006 - March 2011
Citicorp Trust Bank  2003 - 2005
Canon Business Solutions  2000 - 2002

Skills
Investments, Financial Advisory, Securities, Finance, FINRA, Retirement Planning, Insurance, Series 7, Wealth Management, Financial Planning

Education
Murray State University   1995 — 2000
B.S., Business Administration

Glenbard West   1991 — 1995

Chris Mikolajczewski Chris Mikolajczewski Greater Chicago Area Details
Chris Mikolajczewski's UPSTREAM Investment Partners, LLC Experience January 2014 - Present
Job Private Wealth Manager at UPSTREAM Investment Partners, LLC
Industry Financial Services
Experience
UPSTREAM Investment Partners, LLC   January 2014 - Present
Morgan Stanley  November 2010 - January 2014
Edward Jones  December 2007 - November 2010
Blue Skies Flying Services, Inc   December 2003 - December 2007
TJX Companies  January 2004 - August 2007
Sears, Roebuck and Co.   October 1996 - January 2004
Sears, Roebuck and Co.   March 1995 - September 1996
Venture Stores, Inc  July 1994 - February 1995
Venture Stores  August 1991 - July 1994
Waukegan Aero, LTD   July 1990 - December 1992

Education
Northeastern Illinois University   1988 — 1991
Bachelor of Arts, Political Science / Economics (Minor)

Embry-Riddle Aeronautical University   1986 — 1987
Aviation/Airway Management and Operations

Lake Forest College   1985 — 1986

Forest View HS   1983 — 1985

Saint Patrick HS - Chicago   1981 — 1983

St. Pascal Grammar School   1973 — 1981

Julia Will Julia Will New York, New York Details
Julia Will's UPSTREAM Investment Partners, LLC Experience May 2012 - May 2012
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  June 2013 - November 2014
Wealth Partners, LLC   June 2012 - August 2012
Upstream Investment Partners, LLC   May 2012 - May 2012
Raymond James Financial Inc.  May 2011 - August 2011

Skills
Series 7, Series 63, Series 65, Equities, Wealth Management, Analysis

Education
Clemson University   2009 — 2013
Bachelor of Science, Financial Management

Tammy L. Swann Tammy L. Swann San Antonio, Texas Details
Tammy L. Swann's UPSTREAM Investment Partners, LLC Experience October 2012 - Present
Job Private Wealth Manager & Branch Director at UPSTREAM Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC   October 2012 - Present
UPSTREAM Investment Partners, LLC   October 2012 - Present
Ameriprise Financial Services, Inc.   2011 - 2012
Investment Professionals, Inc.   2008 - 2011

Skills
Series 7, Retirement, Mutual Funds, Series 63, Wealth Management, Investments, Series 65, Securities, Estate Planning, Long-term Care, Life Insurance, FINRA, Series 24, Finance, Retirement Planning, Professional Women, series 66, Licensed Life Insurance..., Options, 401k Rollovers, Saving for Education

Education
Angelina College

Kyle Sutton Kyle Sutton Greater Salt Lake City Area Details
Kyle Sutton's UPSTREAM Investment Partners, LLC Experience October 2012 - Present
Job
Industry Financial Services
Experience
Upstream Investment Partners, LLC   October 2012 - Present
Discount Corporation of New York  July 1993 - January 1995

Skills
Investments, Mutual Funds, Securities

Education
Idaho State University
Bachelor of Business Administration (BBA), Dual Major in Accounting and Finance, Deans List

Charlie Kolean Charlie Kolean Greater Grand Rapids, Michigan Area Details
Charlie Kolean's UPSTREAM Investment Partners, LLC Experience January 2015 - Present
Job Intern at UPSTREAM Investment Partners, LLC
Industry Financial Services
Experience
UPSTREAM Investment Partners, LLC   January 2015 - Present
Terri Lynn Land for US Senate   April 2014 - November 2014
Anchorage Marina  May 2012 - August 2013
MI Victory Program   July 2012 - November 2012
Ottawa County GOP   July 2012 - August 2012

Skills
Public Speaking, Leadership, Networking, Microsoft Office, Analysis, Social Networking, Fundraising, Time Management, Teamwork, Access, Team Leadership, Social Media, Event Planning, Event Management, Editing, Facebook, Research, Data Analysis, Public Relations, Nonprofits, Policy, Community Outreach, Training, Government

Education
Michigan State University   2013 — 2017

West Ottawa Public Schools   2009 — 2013

Colin Cohen Colin Cohen Round Rock, Texas Details
Colin Cohen's UPSTREAM Investment Partners, LLC Experience January 2013 - Present
Job Private Wealth Manager at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC   January 2013 - Present
BNI  2013 - 2015
BNI  2013 - 2015
Ameriprise Financial Services, Inc.   November 2008 - January 2013
AG Edwards  March 2001 - November 2008

Skills
Retirement, Retirement Planning, Wealth, Estate Planning, Investments, Wealth Management, Financial Planning, Insurance, Mutual Funds, Financial Advisory, Fixed Annuities, Series 7, Finance, Investment Strategies

Education
The University of Texas at Austin   1992 — 1995
Bachelor of Arts (BA), History

Vanderbilt University   1991 — 1992

Thomas Paup, Jr., MSF Thomas Paup, Jr., MSF Greater Detroit Area Details
Thomas Paup, Jr., MSF's UPSTREAM Investment Partners, LLC Experience February 2012 - Present
Job Financial Advisor and Associate Partner at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC   February 2012 - Present
Edward Jones  February 2008 - February 2012
Metavante  2005 - 2008
United States Air Force  March 2001 - March 2005

Skills
Retirement Planning, Investments, Financial Advisory, Series 7, Finance, Securities, Life Insurance, FINRA, Wealth Management, Financial Services

Education
Walsh College of Accountancy and Business Administration   2012 — 2014
Master of Science (MS), Finance and Financial Management Services

University of Maryland University College
Bachelor's degree, Business Administration and Management, General

Villanova University
Associate's degree, Finance, General

Jon Holmes Jon Holmes Austin, Texas Details
Jon Holmes's UPSTREAM Investment Partners, LLC Experience January 2010 - Present
Job UPSTREAM Investment Partners LLC, 4301 Westbank Dr. Ste. B 150
Industry Financial Services
Experience
UPSTREAM Investment Partners LLC  January 2010 - Present
Ameriprise Financial  November 2008 - March 2010
H&R Block Financial Advisors  October 1991 - November 2008

Skills
Investment Advisory, Retirement Planning, Asset Allocation, Retirement, Wealth Management, Financial Advisory, Strategic Financial..., Talent Acquisition, Securities, Investments, Mutual Funds, Estate Planning, IRAs, Fixed Annuities, Investment Strategies, Financial Services, Alternative Investments, Insurance, 401k Rollovers, Series 24

Education
Southwestern University   1987 — 1991

Strake Jesuit

Russ Warner Russ Warner Greater Chicago Area Details
Russ Warner's UPSTREAM Investment Partners, LLC Experience April 2010 - Present
Job Private Wealth Manager
Industry Financial Services
Experience
Sigma Financial Corporation, Sigma Planning Corporation   June 2004 - Present
Upstream Investment Partners, LLC   April 2010 - Present
Thomson Reuters  November 2000 - May 2002
Logical Information Machines, Inc.   August 1995 - November 1999
MarketVision  1991 - 1995
MarketView   1985 - 1991
FutureSource  1978 - 1985

Skills
Retirement Planning, Retirement, Exit Strategies, Investments, Small Business, Retirement Benefits, Finance, Estate Planning, Family Business, Succession Planning, Credit, Mergers & Acquisitions, Family Business Planning, Retirement Income...

Education
DePaul University   1968 — 1972
BSC, Business, Economics

Brad E. Thompson Brad E. Thompson San Antonio, Texas Details
Brad E. Thompson's UPSTREAM Investment Partners, LLC Experience November 2012 - Present
Job Vice President of Investments at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC   November 2012 - Present
Ameriprise Financial Services, Inc.   June 2011 - November 2012
Investment Professionals, Inc.   1996 - 2011
JBS  1990 - 1992

Skills
Asset Allocation, Retirement Planning, Investments, Securities, Insurance, Finance, Financial Advisory, FINRA, Wealth, Tax, Wealth Management, Series 7, Strategic Financial..., Investment Advisory, Mutual Funds, Fixed Annuities, Retirement, Asset Management, Series 63, Portfolio Management, Investment Strategies

Education
Incarnate Word   1977 — 1979

Cullen Jr High

Texas Tech University

Gregory Dexter, CRPC® Gregory Dexter, CRPC® Greater Denver Area Details
Gregory Dexter, CRPC®'s UPSTREAM Investment Partners, LLC Experience February 2015 - Present
Job Private Wealth Advisor at Upstream Investment Partners
Industry Financial Services
Experience
UPSTREAM Investment Partners, LLC   February 2015 - Present
Ameriprise Financial Services, Inc.   December 2012 - February 2015
Dexter Business Development   2008 - January 2013
Vistage International  2010 - 2011
Niles, Inc.   1993 - 2008
TEC, nka Vistage International   2000 - 2004
Aceomatic   1987 - 1993
Connecticut Mutual Financial Services   1985 - 1987

Education
University of California, San Diego   1981 — 1984
Bachelor, Politcal Science, Economics

Adam Flagg, CFP®, AIF® Adam Flagg, CFP®, AIF® Austin, Texas Details
Adam Flagg, CFP®, AIF®'s UPSTREAM Investment Partners, LLC Experience March 2012 - Present
Job Private Wealth Manager & Branch Director
Industry Financial Services
Experience
Upstream Investment Partners, LLC   March 2012 - Present
Upstream Investment Partners, LLC   January 2014 - Present
Edward Jones  May 2007 - March 2012
Illini Staffing Inc.   January 2005 - December 2011
Decatur Herald & Review (Lee Enterprises)   March 2006 - April 2007

Skills
Retirement Planning, 529 Plans, Managed Accounts, 401k, Investments, Series 7, Insurance, Financial Planning, Public Speaking, Financial Analysis, Business Planning, Asset Management, Portfolio Management, Retirement, Wealth Management, Employee Benefits, Long Term Care, Strategic Financial..., Long-term Care, Estate Planning, Financial Advisory, Securities, Wealth, Life Insurance, Alternative Investments

Education
College for Financial Planning   2010 — 2013
CFP, Certified Financial Planner

Leadership Austin   2009 — 2009
Emerge Graduate

University of Iowa   2000 — 2004
B.A., Communication Studies

West Des Moines Valley High School   1996 — 2000

CATHERINE QUINN GRAY CATHERINE QUINN GRAY Dallas/Fort Worth Area Details
CATHERINE QUINN GRAY's UPSTREAM Investment Partners, LLC Experience 2011 - Present
Job Director, Client Relations at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC   2011 - Present
Ameriprise Financial Services, Inc.   May 2009 - March 2011
H&R Block  January 2003 - April 2009
Ricoh Business Solutions  May 2001 - December 2004
Verizon  1974 - May 2002

Skills
Strategic Financial..., Finance, Investments, Portfolio Management, Mutual Funds, Retirement Planning, Financial Analysis, Wealth Management, Risk Management, Asset Managment, Strategic Planning, Budgets, Forecasting, Asset Management, Financial Services, Investment Advisory, Financial Modeling, Asset Allocation, Retirement, Investment Strategies, Alternative Investments, Financial Planning, Management, Process Improvement, Leadership, Strategy

Education
Sacred Heart Academy, Stamford, CT   1970 — 1974
Business Program

NYU
Certificate, Finance

NYU
Certificate, Business Management

Ray DeWitt ,AAMS, CRPC, Ray DeWitt ,AAMS, CRPC, Greater Salt Lake City Area Details
Ray DeWitt ,AAMS, CRPC,'s UPSTREAM Investment Partners, LLC Experience August 2014 - Present
Job Managing DirectorPrivate Wealth Advisor
Industry Investment Management
Experience
UPSTREAM Investment Partners, LLC   August 2014 - Present
U.S Bancorp Investments, Inc.   August 2012 - September 2015

Skills
Retirement, Retirement Planning, Strategic Financial..., Portfolio Management, Financial Services, Finance, Investment Strategies, Fixed Annuities, Estate Planning, Investments, Customer Service, Investment Management, Mortgage Lending

Education
College of Financial Planning   2008 — 2009
CRPC, retirement planning

College of Financial Planning   2001 — 2001
AAMS, Asset management

Dixie State University   1993 — 1997
Criminal Psychology

Matthew R. Simon Matthew R. Simon Traverse City, Michigan Details
Matthew R. Simon's UPSTREAM Investment Partners, LLC Experience September 2012 - Present
Job Private Wealth Manager at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC   September 2012 - Present
Ameriprise Financial  June 2001 - October 2012
H&R Block Financial Advisors  2001 - 2008

Skills
Retirement Planning, Estate Planning, Investment Strategies, Investment Advisory, Series 7, Insurance, Wealth Management, Wealth, Retirement, Saving for Education, Fixed Annuities, Mutual Funds, Asset Allocation, Series 63, IRAs, 401k, Financial Advisory, Series 65, Bonds, Stocks, Securities, Strategic Financial..., Financial Planning

Education
The American College   2012 — 2015
CFP

Central Michigan University   1996 — 2001
BS, Business Administration

Scott Olson, AAMS Scott Olson, AAMS Austin, Texas Area Details
Scott Olson, AAMS's UPSTREAM Investment Partners, LLC Experience January 2011 - Present
Job Private Wealth Manager at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC   January 2011 - Present
Edward Jones  November 2006 - January 2011
United States Chamber of Commerce  March 2004 - November 2006
North Star Imaging  July 2000 - 2003
United States Army National Guard  November 1981 - November 2001

Education
College for Financial Planning   2010 — 2010
Accredited Asset Management Specialist, Financial Planning and Services

Ridgewater College   1990 — 1992
Technical, Non-Destructive Testing Technology

RICHARD M. TADEN, CRPC RICHARD M. TADEN, CRPC Rockford, Illinois Area Details
RICHARD M. TADEN, CRPC's UPSTREAM Investment Partners, LLC Experience September 2012 - Present
Job Private Wealth Manager at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC   September 2012 - Present
MERRILL LYNCH WEALTH MANAGEMENT  May 2010 - August 2012
Edward Jones  December 2007 - May 2010
Lee Enterprises  December 2002 - December 2007
Copley Newspapers  May 1977 - December 2002

Skills
Wealth Management, Mutual Funds, Investments, Finance, Strategic Financial..., Financial Analysis, Series 63, Fixed Annuities, Marketing, Social Media, Personal Finance, 401k, Financial Services, Public Relations, Social Media Marketing, Sales, Marketing Communications, Strategic Planning, ETFs

Education
Northern Illinois University   1973 — 1977
BA, JOURNALISM

Greg Rusnak Greg Rusnak Greater Chicago Area Details
Greg Rusnak's UPSTREAM Investment Partners, LLC Experience January 2011 - Present
Job Senior Financial AdvisorUpstream Investment Partners,LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC   January 2011 - Present
Ameriprise Financial  February 2008 - January 2011
R.W. Baird Inc.   January 2002 - February 2008
UBS  March 1986 - January 2002

Education
Purdue University Calumet   1975 — 1979
Finance /Mgmt, Economics

Tim Farris Tim Farris Greater Detroit Area Details
Tim Farris's UPSTREAM Investment Partners, LLC Experience May 2015 - Present
Job Group Director at UPSTREAM Investment Partners, LLC
Industry Financial Services
Experience
UPSTREAM Investment Partners, LLC   May 2015 - Present
greater west bloomfield chamber of commerce   2010 - Present
Ameriprise Financial Services, Inc.   February 2013 - May 2015
Ameriprise Financial  2008 - February 2013
Ameriprise Financial Services, Inc.   2008 - February 2013
H & R Block Financial Advisors  January 2001 - November 2008
olde discount stockbrokers  November 1993 - February 1998

Education
The Wharton School, University of Pennsylvania   2003 — 2003
executive leadership development

Eastern Michigan University   1986 — 1991
bs, Economics

detroit catholic central high school   1982 — 1986

Sam Green, AIF® Sam Green, AIF® Dallas/Fort Worth Area Details
Sam Green, AIF®'s UPSTREAM Investment Partners, LLC Experience January 2011 - Present
Job Private Wealth Manager at Upstream Investment Partners
Industry Financial Services
Experience
Upstream Investment Partners, LLC   January 2011 - Present

Education
Southern Methodist University   2003 — 2007
B.B.A.

Southern Methodist University - Cox School of Business   2003 — 2007
BBA

Chad E. Henry, AAMS®, CFP® Chad E. Henry, AAMS®, CFP® Greater Chicago Area Details
Chad E. Henry, AAMS®, CFP®'s UPSTREAM Investment Partners, LLC Experience June 2011 - Present
Job Senior Vice President & Financial Wealth Consultant with Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC   June 2011 - Present
Robert W. Baird & Co.   November 2008 - May 2011
H&R Block Financial Advisors  August 2005 - November 2008
Edward Jones  June 2002 - August 2005

Education
Western Illinois University   1994 — 1997
Bachelor of Science, LEJA & Business

Rock Valley College   1992 — 1994
Associate of Science, Criminal Justice

Matthew Smith, AAMS Matthew Smith, AAMS Austin, Texas Area Details
Matthew Smith, AAMS's UPSTREAM Investment Partners, LLC Experience January 2014 - Present
Job Branch Director & Financial Planner at UPSTREAM Investment Partners, LLC
Industry Financial Services
Experience
UPSTREAM Investment Partners, LLC   January 2014 - Present
Upstream Investment Partners, LLC   2011 - Present
Edward Jones  2006 - 2011

Skills
Estate Planning, Wealth, Retirement, Investments, Securities, Mutual Funds, FINRA, IRAs, Asset Allocation, Investment Advisory, Investment Strategies, Insurance, Personal Finance, Life Insurance, Wealth Management, Strategic Financial..., Retirement Planning, Fixed Annuities, Finance, Long-term Care, 401k, Series 7, 401k Rollovers, Tax, High Net Worth..., Wealth Accumulation, Pensions, Portfolio Management, Financial Planners, Asset Management, Term Life Insurance, Series 24, Wealth Management..., Saving for Education, Alternative Investments, Series 65, Financial Advisory, Disability Insurance, College Savings Plans, 529 Plans, Series 63, Income Protection, 403 b, Roth IRA, Financial Planning

Education
College for Financial Planning
AAMS, Financial Planning

Texas State University-San Marcos
BBA

Kent Brenneman, AIF® Kent Brenneman, AIF® Austin, Texas Area Details
Kent Brenneman, AIF®'s UPSTREAM Investment Partners, LLC Experience January 2011 - Present
Job Branch Director & Private Wealth Manager at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC   January 2011 - Present
Edward Jones Investments  August 2006 - January 2011
Dell  May 2004 - October 2005
Dell Worldwide Procurement   May 1999 - April 2004
ADI  1993 - 1999
Signetics  1984 - 1991
Allen-Bradley  1979 - 1984

Education
Texas A&M University   1978 — 1984
M.S.

Texas A&M University   1974 — 1978
B.S.

Westchester High School   1970 — 1974

Deron Shymkewich, CFP, CRPC Deron Shymkewich, CFP, CRPC Lisle, Illinois Details
Deron Shymkewich, CFP, CRPC's UPSTREAM Investment Partners, LLC Experience January 2012 - Present
Job Vice President of Investments at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC   January 2012 - Present
Ameriprise Financial Services, Inc.   2009 - 2011
H&R Block Financial Advisors  2000 - 2008

Skills
Retirement Planning, Saving for Education, Series 7, Wealth Management, Investment Advisory, Investments, Financial Advisory, Asset Allocation, Mutual Funds, Estate Planning, Strategic Financial..., Employee Stock Options, Retirement

Education
College for Financial Planning   2000 — 2001
CFP, Financial & Retirement Planning

North Central College   1992 — 1993
BA, Finance

Jeffrey M. Fabbri, CPA, AIF® Jeffrey M. Fabbri, CPA, AIF® Lisle, Illinois Details
Jeffrey M. Fabbri, CPA, AIF®'s UPSTREAM Investment Partners, LLC Experience February 2013 - Present
Job Private Wealth Manager at UPSTREAM Investment Partners | Certified Public Accountant | Accredited Investment Fiduciary®
Industry Financial Services
Experience
UPSTREAM Investment Partners, LLC   February 2013 - Present
Wells Fargo Advisors  August 2007 - February 2013
HD Vest Financial Services  January 2006 - August 2007
Jeffrey M. Fabbri, CPA, CSEP, P.C.   August 2003 - August 2007
Coughlin, Jenkins & Fabbri, LLC   August 1997 - August 2003
United States Air Force  1979 - 1983

Skills
Retirement Income..., Estate Planning, Investment Advisory, Income Tax, Financial Projection, College Savings Plans, Finance, Financial Planning, Small Business, Retirement, Investments, Accounting

Education
Loyola University Chicago   1978 — 1985
Bachelor of Science (B.S.), Accounting

Triton College   1973 — 1976
Associate of Science (AS), Accounting and Business Administration

Luke D. Russell, AAMS Luke D. Russell, AAMS Midland, Michigan Details
Luke D. Russell, AAMS's UPSTREAM Investment Partners, LLC Experience February 2015 - Present
Job Senior Financial Advisor at UPSTREAM Investment Partners, LLC
Industry Financial Services
Experience
UPSTREAM Investment Partners, LLC   February 2015 - Present
Edward Jones  November 2008 - February 2015
Showcase Mitsubishi   August 2003 - November 2008

Skills
Fixed Annuities, IRAs, Mutual Funds, Retirement Planning, Investments, Finance, Insurance, Bonds, Financial Analysis, Retirement, Leadership, Financial Advisory, Stocks, ETFs, Sales, Series 7, Budgets, Equities, Wealth Management, Life Insurance, Asset Allocation, Managing Accounts, Training, Uniform Combined State..., Long-term Care, Strategic Financial..., Annuities, Budgeting, Managed Accounts

Education
College for Financial Planning   2010 — 2011
AAMS, Financial Planning, Asset Management

Pinconning Area High School   1992 — 1996
General high school diploma, General Studies

Terry Ballard Terry Ballard San Antonio, Texas Area Details
Terry Ballard's UPSTREAM Investment Partners, LLC Experience September 2013 - June 2015
Job President at PIC International, Inc
Industry Financial Services
Experience
PIC International, Inc   June 2015 - Present
Upstream Investment Partners, LLC   September 2013 - June 2015
Merrill Lynch  December 2010 - February 2013
Tycast, Inc dba Ballard Realty and Ballard Homes   January 1994 - December 2010
Crazy Cajun Enterprises, Inc   March 1991 - January 1994

Skills
Series 7, Investments, Real Estate, Mortgage Lending, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Investment Advisory, Strategic Financial..., Series 63, Strategic Planning, Sales, Equities, Investment Strategies, Alternative Investments, Portfolio Management, Fixed Income, Retirement, Wealth, Financial Planning

Education
Texas A&M University   1982 — 1984
BBA, Finance and Accounting

Texas A&M University   1976 — 1981
Bachelor of Science (BS), Economics, Who remembers that!

Sean R. Sherrod Sean R. Sherrod Greater Detroit Area Details
Sean R. Sherrod's UPSTREAM Investment Partners, LLC Experience October 2013 - April 2014
Job Wealth Strategies Advisor at Michigan Financial Companies
Industry Financial Services
Experience
Michigan Financial Companies  April 2014 - Present
Upstream Investment Partners, LLC   October 2013 - April 2014
Bakalis Financial   May 2013 - September 2013
PFS Investments  May 2012 - May 2013
Synthes  April 1996 - March 2012
Forest Pharmaceuticals  October 1994 - March 1996
Forest Pharmaceuticals  December 1992 - September 1994

Skills
SR 7, 65, 63, 6 and..., Sales, Investments, Financial Planning, Strategic Planning, Medical Devices, Healthcare, Sales Management, Retirement Planning, Leadership, Customer Service

Education
Michigan State University   1988 — 1992
Psychology

Okemos High School   1984 — 1988

John O'Callaghan, ChFC, CLU John O'Callaghan, ChFC, CLU Greater Chicago Area Details
John O'Callaghan, ChFC, CLU's UPSTREAM Investment Partners, LLC Experience June 2014 - Present
Job Private Wealth Manager at Upstream Financial Partners
Industry Financial Services
Experience
UPSTREAM Investment Partners, LLC   June 2014 - Present
Lincoln Park Financial Group, LLC   May 2004 - June 2014
Commonwealth Financial Network  May 2004 - June 2014
LPL Financial  2003 - 2004
AXA Advisors  1971 - 2003

Skills
Retirement Planning, Strategic Financial..., Estate Planning, Wealth Management, Investments, Fixed Annuities, College Savings Plans, Insurance, Strategic Planning, 529 Plans, Life & Health Insurance..., Retirement, Finance, Life Insurance

Education
The American College
Chartered Financial Consultant

Christian Brothers University   1964 — 1968
B.S., Business Admin.

Loyola Academy   1961 — 1964

St. Paul of the Cross grade school   1953 — 1960

SMU

Terri S. Hembree Terri S. Hembree Boise, Idaho Area Details
Terri S. Hembree's UPSTREAM Investment Partners, LLC Experience August 2012 - Present
Job Private Wealth Manager at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC   August 2012 - Present
IdaHome Loans Corp.   June 2012 - Present
Sage Wealth Management LLC / MassMutual Financial group   November 2010 - August 2012
First Mortgage Company of Idaho   September 2011 - May 2012
Wells Fargo Home Mortgage  March 2011 - September 2011
Idaho Independent Bank  August 2009 - February 2010
Fairway Independent Mortgage Corporation  March 2000 - September 2009
Several Mortgage Companies including Countrywide Home Loans, Norwest Mortgage and InterWest Mortgage   July 1979 - March 2000

Skills
Retirement Planning, College Planning, Series 7, Series 66, Investments, Annuties, Long Term Care Insurance, Disability Income..., Life Insurance, Health Insurance

Education
Boise State University   1975 — 1979
Bachelor of Business Administration (B.B.A.), Business Administration/Marketing

Boise State University   1975 — 1979
Associate's Degree, Fashion Merchandising

Kevin Cope Kevin Cope Canton, Michigan Details
Kevin Cope's UPSTREAM Investment Partners, LLC Experience May 2013 - August 2013
Job Trading Associate at Sigma Financial Corporation
Industry Financial Services
Experience
Sigma Financial Corporation  April 2015 - Present
American Sports Center Avondale   August 2014 - December 2014
Michigan State University  August 2009 - December 2013
Upstream Investment Partners, LLC   May 2013 - August 2013

Education
Michigan State University   2009 — 2013
Bachelor Of Arts, Finance, General

Salem High School   2005 — 2009

Ramon J. Patrick Ramon J. Patrick Chicago, Illinois Details
Ramon J. Patrick's UPSTREAM Investment Partners, LLC Experience November 2012 - January 2013
Job Changing the Immigration Process for Companies
Industry Legal Services
Experience
VISANOW Global Immigration  June 2015 - Present
Urban Investments   April 2015 - Present
Echo Global Logistics  May 2014 - May 2015
DTZ  June 2013 - May 2014
UPSTREAM Investment Partners, LLC   November 2012 - January 2013
The Walt Disney Company  August 2008 - January 2009

Skills
Management, Marketing, Teamwork, Recruiting, PowerPoint, Sales, Microsoft Excel, Microsoft Office, Time Management, Social Media Marketing, Excel, Social Media, Strategy, Commercial Real Estate, Organizing, Tenant Representation, Social Networking, Facebook, Financial Analysis

Education
DePaul University   2010 — 2013
Bachelor of Science (BS), Finance

Scott Hendrix Scott Hendrix Austin, Texas Area Details
Scott Hendrix's UPSTREAM Investment Partners, LLC Experience November 2014 - Present
Job Wealth Manager at UPSTREAM Investment Partners, LLC
Industry Financial Services
Experience
UPSTREAM Investment Partners, LLC   November 2014 - Present
Edward Jones Investments  May 2012 - 2014
Texas Department of Information Resources  2007 - 2012
ArthroCare Corporation  2005 - 2007
CarboMedics  2001 - 2005
Electronic Data Systems  1999 - 2001
Texas Comptroller of Public Accounts  November 1998 - December 1999
Motorola  February 1998 - October 1998
NASA - National Aeronautics and Space Administration  1988 - 1998

Skills
Strategic Financial..., Financial Analysis, Investments, Financial Modeling, Financial Reporting, Portfolio Management, Finance, Accounting, Financial Services, Insurance, Asset Management, Sarbanes-Oxley Act, Forecasting, Risk Management

Education
University of Maryland College Park   1986 — 1988
Master of Public Management, Finance, Economics, Statistics, Regulation

The University of Texas at Austin
Bachelor of Arts (B.A.)

Nicholas J. Reiland, CFP, ChFC Nicholas J. Reiland, CFP, ChFC Lisle, Illinois Details
Nicholas J. Reiland, CFP, ChFC's UPSTREAM Investment Partners, LLC Experience January 2011 - Present
Job Upstream Investment Partners
Industry Financial Services
Experience
Upstream Investment Partners, LLC   January 2011 - Present

Education
University of Iowa - Henry B. Tippie College of Business   1996 — 2000
Bachelor of Business Administration, Finance

Davenport Assumption High School

Ronald C. Braun, CFP Ronald C. Braun, CFP Greater Detroit Area Details
Ronald C. Braun, CFP's UPSTREAM Investment Partners, LLC Experience April 2011 - Present
Job Senior Financial Consultant at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC   April 2011 - Present

Education
Wayne State University   1974 — 1976
Masters Degree

University of Michigan   1970 — 1972
BA

Karlene Olesuk Karlene Olesuk Lake In The Hills, Illinois Details
Karlene Olesuk's UPSTREAM Investment Partners, LLC Experience September 2015 - Present
Job Office Coordinator and NonRegistered Assistant at UPSTREAM Investment Partners, LLC
Industry Financial Services
Experience
UPSTREAM Investment Partners, LLC   September 2015 - Present
Olesuk Tax Services   September 2015 - Present
Olesuk Financial Services   1986 - August 2015
Karlene M. Olesuk   May 1995 - April 2015
Karlene Olesuk   May 1995 - December 2014
McHenry County Music Center   July 2005 - June 2011
Shoestring Creative Group   January 2006 - October 2007
Elgin Symphony Orchestra  2005 - 2006
McHenry County Music Center   February 2005 - September 2005
Chicago Park District  2004 - 2005

Skills
Social Networking, Public Relations, Event Planning, Fundraising, Event Management, Social Media, Marketing, Editing, Facebook, Tax Preparation, Entrepreneurship, Press Releases, Proofreading, Microsoft Office, Grant Writing, Photography, Social Media Marketing, Marketing Communications, Writing, Non-profits, Media Relations, Performing Arts, Graphic Design, Blogging, Live Events, Corporate Events, Piano, Arts Administration, Web Design, Web Content Management, Publicity, Office Administration, Photoshop, Digital Photography, Illustrator, Microsoft Publisher, Business Planning, IT Operations, Database Administration, Event Photography, Media Buying, Entertainment Law, Production Assistance, Photo Editing, Business Plan Evaluation, Compliance, Nonprofits, Succession Planning, Management, Public Speaking

Education
Columbia College Chicago   1998 — 2002
MA in Arts, Entertainment and Media Management, Performing Arts Management

McHenry County College
Continuing Education, various

Arts & Business Council of Chicago’s Arts Marketing Center   2000 — 2000
Training, arts marketing (see notes)

Drake   1998 — 1998
Continuing Education, computer software training (see notes)

Roosevelt University   1997 — 1998
graduate-level courses transfered to Columbia College Chicago, Arts Management

Northern Illinois University   1991 — 1995
BGS, Visual & Performing Arts Contract Major in Arts Administration; Minor: Business Administration

McHenry Community High School   1988 — 1991
High School Diploma, college bound classes, music

Jason Wendt, AIF® Jason Wendt, AIF® Greater Chicago Area Details
Jason Wendt, AIF®'s UPSTREAM Investment Partners, LLC Experience June 2014 - Present
Job Private Wealth Manager at UPSTREAM Investment Partners, LLC
Industry Financial Services
Experience
UPSTREAM Investment Partners, LLC   June 2014 - Present

Education
American University in Dubai

Carthage College
Bachelor of Arts (B.A.)

Amanda Holtz Amanda Holtz Los Angeles, California Details
Amanda Holtz's UPSTREAM Investment Partners, LLC Experience April 2010 - August 2012
Job Marketing Analyst at PMK•BNC
Industry Entertainment
Experience
PMK•BNC  December 2014 - Present
William Morris Endeavor  September 2013 - June 2014
Open Road Films  June 2013 - August 2013
Fox Filmed Entertainment  June 2013 - August 2013
Upstream Investment Partners, LLC   April 2010 - August 2012
National Securities  November 2008 - April 2010

Skills
Mutual Funds, Asset Management, Financial Analysis, Marketing, Series 7, Investments, Strategic Financial..., Portfolio Management, Alternative Investments, Equities, Securities, Financial Services, Investment Advisory, Financial Advisory, Finance, Risk Management, Insurance, Asset Allocation, Public Speaking, Social Media, Event Management

Education
Carnegie Mellon University   2012 — 2014
Master of Entertainment Industry Management

Northwestern University   2010 — 2012
Certificate in Film, Media and Emerging Technology

University of Wisconsin-Madison   2005 — 2008
BA Economics; BA International Studies

Katarzyna (Kathy) Krzeptowski-Sabala Katarzyna (Kathy) Krzeptowski-Sabala Greater Chicago Area Details
Katarzyna (Kathy) Krzeptowski-Sabala's UPSTREAM Investment Partners, LLC Experience November 2012 - March 2013
Job Senior Analyst, NT Hedge Fund Services
Industry Financial Services
Experience
Northern Trust Corporation  July 2014 - Present
Davenport Capital Management  October 2013 - June 2014
STL Partners, LLC   May 2013 - May 2014
WSK Inc.   March 2013 - September 2013
Upstream Investment Partners, LLC   November 2012 - March 2013
LA Boxing Franchise Corporation  January 2012 - November 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Public Speaking, Budgets, Financial Analysis, Financial Reporting, Financial Research, Strategic Planning, Treasury Management, Team Building, Sales, Analysis, Financial Modeling, Training, Teamwork

Education
DePaul University   2010 — 2014
Accounting and Finance

Lyons Township High School   2006 — 2010

University of Cuernavaca   2009 — 2009
Spanish Studies, Spanish Language and Literature

Aldo Waker Aldo Waker Austin, Texas Details
Aldo Waker's UPSTREAM Investment Partners, LLC Experience September 2012 - Present
Job Financial Advisor & Business Consultant
Industry Financial Services
Experience
Upstream Investment Partners, LLC   September 2012 - Present
Waker Financial   October 2008 - Present
Southwest Securities, Inc.   December 2008 - September 2012
Family Eldercare  January 2009 - March 2011
Wells Fargo Advisors, LLC  January 2005 - October 2008
EBS  January 2000 - January 2005
Latin American Health Institute  March 1993 - September 1997
Grant Thornton LLP  July 1983 - June 1990

Skills
Microsoft Office, Business Analysis, Coaching, Strategic Financial..., Investment Management, Financial Reporting, Managerial Finance, Asset Managment, Finance, Risk Management, Strategic Planning, Financial Analysis, Portfolio Management, Nonprofits, Budgets, Analysis, Due Diligence, Investments, Accounting, Management, Leadership, Forecasting, Insurance, Financial Services, Small Business, Training, Investment Strategies, Retirement, Estate Planning, Wealth Management, Investment Advisory, New Business Development, Mutual Funds, Strategy, Asset Allocation, Alternative Investments, Business Planning, Fixed Annuities, Financial Modeling, Executive Management, Project Planning, Start-ups, Insurance Planning, Financial Planning

Education
Boston University   1990 — 1993
Masters, Business/Public Health

Central Connecticut State University   1976 — 1982
Bachelors, Accounting/Finance

College for Financial Planning   2005 — 2005
AAMS, Financial Planning

Jamie Lauer Jamie Lauer Greater Chicago Area Details
Jamie Lauer's UPSTREAM Investment Partners, LLC Experience August 2013 - May 2015
Job Marketing
Industry Medical Practice
Experience
Midwest Orthopaedic Institute  September 2015 - Present
VNA Healthtrends  May 2015 - September 2015
UPSTREAM Investment Partners, LLC   August 2013 - May 2015
Heartland Blood Centers  August 2007 - August 2013

Skills
Marketing, Event Planning, Account Management, Public Speaking, Sales, Customer Service, Leadership, Fundraising, Time Management, Public Relations, Strategic Planning, Employee Benefits, Healthcare, Outside Sales, PowerPoint, Sales Management, Negotiation, Contract Negotiation, Outlook, Training, Event Management, Team Building, Selling, Business Development, Coaching, Management, Employee Relations, Hiring, Marketing Communications, Marketing Event Planning, Marketing Strategy, Microsoft Excel, Microsoft Office, Nonprofits, Operations Management, Organizational..., Process Scheduler, Recruiting, Research, Sales Process, Social Media, Social Networking, Supervisory Skills, Team Leadership, Cold Calling, Community Outreach, Program Management, People-oriented

Education
University of Phoenix   2003 — 2007
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Kevin Cooney Kevin Cooney Greater Chicago Area Details
Kevin Cooney's UPSTREAM Investment Partners, LLC Experience June 2011 - Present
Job Senior Finacial Advisor at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC   June 2011 - Present
Merrill Lynch Investment Managers  June 2006 - June 2011
Merrill Lynch Investment Managers  2006 - June 2011
CME Group  July 1993 - May 2006
Chicago Board Options Exchange  June 1986 - July 1993

Education
Saint Mary's University of Minnesota   1982 — 1986
bachelor, Finance

Dale Driggs Dale Driggs West Lafayette, Indiana Details
Dale Driggs's UPSTREAM Investment Partners, LLC Experience December 2013 - Present
Job Senior Financial Advisor at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC   December 2013 - Present
Ameriprise Financial Services, Inc.   January 2008 - December 2013

Skills
Retirement Planning, Investments

Education
Ball State University
Master of Business Administration (M.B.A.), Finance and Economics

Kenneth Anton Kenneth Anton Austin, Texas Details
Kenneth Anton's UPSTREAM Investment Partners, LLC Experience May 2015 - Present
Job Private Wealth Manager at UPSTREAM Investment Partners, LLC
Industry Capital Markets
Experience
UPSTREAM Investment Partners, LLC   May 2015 - Present
Oppenheimer & Co. Inc.   October 2013 - Present
Titleist Asset Management, Ltd.   July 2012 - October 2013
BNP Paribas  June 2000 - June 2012
CIBC World Markets  1997 - 2000
J.P. Morgan   1991 - 1995

Skills
Investments, Asset Allocation, Retirement Savings, Retirement Planning, Wealth Management..., Financial Advisory

Education
Cornell University - S.C. Johnson Graduate School of Management   1995 — 1997
MBA

Bergen Catholic HS

Seton Hall University
Bachelor of Science (BS)

Craig Cheney Craig Cheney Boise, Idaho Details
Craig Cheney's UPSTREAM Investment Partners, LLC Experience August 2012 - Present
Job Branch Director / Private Wealth Manager Upstream Investment Partners
Industry Financial Services
Experience
Upstream Investment Partners, LLC   August 2012 - Present
Sage Wealth Management LLC / MassMutual   August 2010 - August 2012
LPL  January 2010 - May 2011
Massachusetts Mutual  2005 - 2008
MFS Investment Management  1994 - 2000

Skills
Retirement, Life Insurance, Insurance, Securities, Investments, Finance, Financial Advisory, Mutual Funds, Retirement Planning, Series 7, Series 63, Wealth

Education
Eastern Oregon University   1972 — 1975

Ronald C. Braun Ronald C. Braun Greater Detroit Area Details
Ronald C. Braun's UPSTREAM Investment Partners, LLC Experience May 2011 - Present
Job Senior Wealth Manager
Industry Financial Services
Experience
Upstream Investment Partners, LLC   May 2011 - Present

Education
University of Michigan   1970 — 1972
B.A.

Daniel P. Kuczero Daniel P. Kuczero Greater Chicago Area Details
Daniel P. Kuczero's UPSTREAM Investment Partners, LLC Experience August 2012 - May 2015
Job Financial Advisor at T2 Asset Management
Industry Financial Services
Experience
T2 Asset Management   May 2015 - Present
Upstream Investment Partners, LLC   August 2012 - May 2015
Merrill Lynch  August 2010 - June 2012
Edward Jones  November 2005 - August 2010

Skills
Retirement Planning, Financial Planning, Financial Advisory, Investments, Investment Strategies, Wealth Management

Education
Purdue University   1995 — 1996

Lakeland College   1991 — 1995
Bachelor of Arts, Biology & Chemistry

Thomas Styczen Thomas Styczen Lisle, Illinois Details
Thomas Styczen's UPSTREAM Investment Partners, LLC Experience April 2011 - Present
Job Senior Financial Advisor at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC   April 2011 - Present
Ameriprise Financial  November 2006 - April 2011

Education
Northern Illinois University College of Law   1976 — 1980
Doctor of Law (J.D.), Law

MacMurray College   1961 — 1965
Bachelor of Arts (B.A.), Psychology

Raja Asava Raja Asava Traverse City, Michigan Details
Raja Asava's UPSTREAM Investment Partners, LLC Experience June 2011 - Present
Job Senior Financial Consulant at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC   June 2011 - Present
Ameriprise Financial Services, Inc.   May 2009 - November 2010

Skills
Financial Planning, Retirement Planning, Long-term Care, Securities, Risk Management

Education
Oakland University   1977 — 1982
Bachelor of science, Buisness

Lisa Poppell Lisa Poppell Spring, Texas Details
Lisa Poppell's UPSTREAM Investment Partners, LLC Experience November 2011 - Present
Job PRIVATE WEALTH MANAGER at UPSTREAM INVESTMENT PARTNERS, LLC
Industry Financial Services
Experience
UPSTREAM INVESTMENT PARTNERS, LLC   November 2011 - Present
Edward Jones  December 1999 - October 2011

Education
Blinn College   1980 — 1987

Douglas Gregory Douglas Gregory San Antonio, Texas Details
Douglas Gregory's UPSTREAM Investment Partners, LLC Experience March 2015 - Present
Job SR VP Wells Fargo Advisors at Wells Fargo Advisors
Industry Financial Services
Experience
UPSTREAM Investment Partners, LLC   March 2015 - Present

Skills
Investments, Wealth Management, Portfolio Management, Series 7, Retirement Planning, Investment Advisory, Mutual Funds, Asset Allocation, Retirement, Series 63, IRAs, Uniform Combined State..., Investment Strategies, Public Speaking, Customer Service, Social Media, Nonprofits

Education
Duke University   1970 — 1975
AB, History/Religion

Dennis Marrs Dennis Marrs East Lansing, Michigan Details
Dennis Marrs's UPSTREAM Investment Partners, LLC Experience November 2010 - Present
Job Branch Director / Private Wealth Advisor at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC   November 2010 - Present
Morgan Stanley Smith Barney  April 2001 - November 2010
OLDE Discount  1994 - 2001

Skills
Wealth Management, Strategic Financial..., Retirement Planning, Asset Allocation, Tactical Asset..., Investment Advisory, Portfolio Management, Estate Planning, Investments, Fixed Annuities, Financial Advisory, Investment Strategies, Securities, Insurance, Asset Management, Alternative Investments, 401k, Series 7, Series 8, Series 63, Series 65, Series 31, Life and Variable..., Retirement, IRAs

Education
University of Michigan-Flint   1991 — 1993
BBA, Finance