Vantage Financial Partners Limited

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

Vantage Financial Partners Limited Salaries. You can even request information on how much does Vantage Financial Partners Limited pay if you want to. Learn about salaries, pros and cons of working for Vantage Financial Partners Limited directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

11 Vantage Financial Partners Limited employees in database. Find out everything there's to know about Vantage Financial Partners Limited employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Vantage Financial Partners Limited Employees

Employee
Years
Job
Industry
Jay Kulikowski, CFP® Jay Kulikowski, CFP® Greater Chicago Area Details
Jay Kulikowski, CFP®'s Vantage Financial Partners Limited Experience April 2015 - Present
Job Relationship Manager at Vantage Financial Partners Limited
Industry Financial Services
Experience
Vantage Financial Partners Limited   April 2015 - Present
Vantage Financial Partners Limited   February 2013 - April 2015
Vantage Financial Partners Limited   March 2010 - February 2013
Zurich Insurance  August 2002 - February 2010
DePaul University’s Coleman Entrepreneurship Center  September 2008 - April 2009
Resource Financial Group Ltd.   July 2008 - September 2008

Education
DePaul University
Bachelor of Science in Commerce, Finance Major, Sales Leadership Minor

Northwestern University
CFP® professional, Financial Planning

Sam Bakou, CFP® Sam Bakou, CFP® Greater Chicago Area Details
Sam Bakou, CFP®'s Vantage Financial Partners Limited Experience 2002 - Present
Job Director of Planning Services at Vantage Financial Partners
Industry Investment Management
Experience
Vantage Financial Partners Limited   2002 - Present

Education
Northeastern Illinois University   1989 — 1994

Jonathan Stano, CFP® Jonathan Stano, CFP® Greenville, South Carolina Details
Jonathan Stano, CFP®'s Vantage Financial Partners Limited Experience July 2008 - July 2010
Job Director of Financial Planning at FinTrust Investment Advisors
Industry Financial Services
Experience
FinTrust Investment Advisors, LLC  July 2012 - Present
DeHollander & Janse Financial Group   February 2012 - July 2012
Clemson University  August 2010 - February 2012
Fluor  June 2011 - August 2011
Vantage Financial Partners Limited   July 2008 - July 2010
LPL Financial  May 2007 - August 2007
Palace Sports & Entertainment  May 2006 - August 2006
Palace Sports & Entertainment  May 2006 - August 2006

Skills
Series 7, Retirement Planning, Morningstar, Financial Advisory, Financial Analysis, Accounting, Strategic Financial..., Microsoft Excel, Investments, Finance, Asset Allocation, Money Guide Pro, Retirement Plan..., Investment Advisory..., fi360, Financial Planning, Excel, Word, Outlook, Certified Financial..., Data Aggregation, Microsoft Office, PowerPoint, Investment Advisory, Series 66, Registered Paraplanner, Access, Junxure, MS Project, Lotus Notes, Turbo Tax, Great Plains, Accounts Payable, Real Estate Market..., Real Estate Finance, Real Estate Investment, Financeware, Stock Opter, Goldmine, 401k, 401k Rollovers, Mutual Funds, Asset Management

Education
Clemson University   2010 — 2011
MBA, Real Estate, 3.85

Central Michigan University   2004 — 2008
BS in Business Administration, Personal Financial Planning, 3.87

De La Salle Collegiate   2000 — 2004
Honors, AP

Kristina Caragiulo Kristina Caragiulo Itasca, Illinois Details
Kristina Caragiulo's Vantage Financial Partners Limited Experience January 2014 - June 2015
Job Planner at Balasa Dinverno Foltz LLC
Industry Financial Services
Experience
Balasa Dinverno Foltz LLC  July 2015 - Present
Vantage Financial Partners Limited   January 2014 - June 2015
Edward Jones  2013 - 2013
New England Financial, A MetLife Company  May 2012 - August 2012

Skills
Personal Financial..., Financial Statements, Tax Planning, Estate Tax Planning, Insurance Planning, Retirement Planning, Microsoft Excel, Microsoft Word, Junxure, Outlook

Education
University of Illinois at Urbana-Champaign   2010 — 2013
Bachelor of Science (B.S.), Financial Planning

Kyle Rohrwasser Kyle Rohrwasser Greater Chicago Area Details
Kyle Rohrwasser's Vantage Financial Partners Limited Experience January 2013 - Present
Job Financial Planning Associate at Vantage Financial Partners Limited
Industry Financial Services
Experience
Vantage Financial Partners Limited   January 2013 - Present
Vantage Financial Partners Limited   May 2009 - January 2013

Education
Illinois State University   2008 — 2012
Bachelor of Science, Finance

Palatine High School

Samuel Swisher JD, CPA, CFP Samuel Swisher JD, CPA, CFP Greater Chicago Area Details
Samuel Swisher JD, CPA, CFP's Vantage Financial Partners Limited Experience September 2004 - Present
Job
Industry Investment Management
Experience
Vantage Financial Partners Limited   September 2004 - Present
BP Chemicals NA   January 1999 - June 2003
Amoco Oil/BP   1979 - January 1999

Skills
Financial Planning, Income Tax Planning, Estate Tax Planning

Education
Wayne State University Law School   1971 — 1974
JD

University of Michigan - Stephen M. Ross School of Business   1965 — 1969
B.B.A

Deb George Deb George Chicago, Illinois Details
Deb George's Vantage Financial Partners Limited Experience August 2011 - July 2012
Job Sr. Consultant at Travisa Passport & Visa Service
Industry Leisure, Travel & Tourism
Experience
Travisa Passport & Visa Service  March 2014 - Present
Travisa Passport & Visa Service  April 2013 - Present
PATH (Palatine Assisting Through Hope)   August 2009 - December 2013
Vantage Financial Partners Limited   August 2011 - July 2012
Electro-Motive Diesel  January 2011 - July 2011
PersonalizationMall.com  November 2010 - December 2010
Sony Electronics  November 2002 - June 2009
Sony Electronics  February 2002 - November 2002
Sony Electronics  February 1998 - February 2002

Skills
Lotus Notes, Six Sigma, Account Management, Microsoft Office, SAP, Cross-functional Team..., Vendor Management, Inventory Management, Pricing, Forecasting, Process Improvement, Customer Satisfaction, Outlook, Sales, Product Management, Project Management, Logistics, Team Leadership, Training, Supply Chain, Product Marketing, CRM, Strategy, Competitive Analysis, Retail, Consumer Electronics, Leadership, Customer Service, Negotiation, Business Planning, Product Launch, Management, Call Centers, Sales Operations, Sales Management, P&L Management, Project Planning, Team Building, B2B, Human Resources

Education
Moraine Valley Community College   1988 — 1990

Oak Lawn Community   1984 — 1988
Yes, English

Scott Rosenquist, CFA Scott Rosenquist, CFA Greater Chicago Area Details
Scott Rosenquist, CFA's Vantage Financial Partners Limited Experience May 2013 - Present
Job Investment Analyst at Vantage Financial Partners Limited
Industry Financial Services
Experience
Vantage Financial Partners Limited   May 2013 - Present
Northern Trust  April 2007 - July 2011

Education
DePaul University
Bachelor's degree, Finance