Vantage Financial Partners Limited
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Vantage Financial Partners Limited Employees
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
Vantage Financial Partners Limited 2002 - Present
Education
Northeastern Illinois University 1989 — 1994
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
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
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
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
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
Vantage Financial Partners Limited May 2013 - Present
Northern Trust April 2007 - July 2011
Education
DePaul University
Bachelor's degree, Finance