Vestor Capital Corporation
Industry: Company
DescriptionFounded: 1984 Parent organization: Focus Financial Partners Subsidiary: Vestor Capital Securities, LLC
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Vestor Capital Corporation Employees
Employee
Years
Job
Industry
Heidi Pappalas Heidi Pappalas's Vestor Capital Corporation Experience February 2011 - February 2012
Job Wholesale mortgages
Industry Wholesale
Experience
Stearns Lending (NMLS #1854) April 2015 - Present
The Beer Bistro September 2009 - Present
JPMorgan Chase January 2014 - April 2015
JPMorgan Chase July 2012 - December 2013
Vestor Capital Corporation February 2011 - February 2012
MF Global/Vision Financial October 2004 - January 2011
Skills
Customer Service, Event Planning, Investments, Microsoft Office, Microsoft Word, Outlook, Financial Analysis, Microsoft Excel, PowerPoint, Access, Leadership, Finance, Time Management, Marketing, Mortgage Lending
Education
Governors State University 1997 — 1999
Bachelor of Arts (B.A.), Elementary Education and Teaching
Moraine Valley Community College 1994 — 1997
Associate of Arts (A.A.), General Studies
Stearns Lending (NMLS #1854) April 2015 - Present
The Beer Bistro September 2009 - Present
JPMorgan Chase January 2014 - April 2015
JPMorgan Chase July 2012 - December 2013
Vestor Capital Corporation February 2011 - February 2012
MF Global/Vision Financial October 2004 - January 2011
Skills
Customer Service, Event Planning, Investments, Microsoft Office, Microsoft Word, Outlook, Financial Analysis, Microsoft Excel, PowerPoint, Access, Leadership, Finance, Time Management, Marketing, Mortgage Lending
Education
Governors State University 1997 — 1999
Bachelor of Arts (B.A.), Elementary Education and Teaching
Moraine Valley Community College 1994 — 1997
Associate of Arts (A.A.), General Studies
Jamie Cyr Jamie Cyr's Vestor Capital Corporation Experience October 1996 - October 1998
Job Owner at Cyr Financial
Industry Accounting
Experience
Judd Properties December 1999 - Present
Cyr Financial December 1999 - Present
Vestor Capital Corporation October 1996 - October 1998
Skills
Financial Analysis, Budgets, Strategic Planning, Business Strategy, QuickBooks, Contract Negotiation, Financial Modeling, Accounting
Education
Eastern Illinois University 1992 — 1995
Bachelor of Science in Business, Finance
Illinois Valley Community College 1991 — 1992
Judd Properties December 1999 - Present
Cyr Financial December 1999 - Present
Vestor Capital Corporation October 1996 - October 1998
Skills
Financial Analysis, Budgets, Strategic Planning, Business Strategy, QuickBooks, Contract Negotiation, Financial Modeling, Accounting
Education
Eastern Illinois University 1992 — 1995
Bachelor of Science in Business, Finance
Illinois Valley Community College 1991 — 1992
Stacey David Stacey David's Vestor Capital Corporation Experience June 2008 - April 2010
Job Sales Representative at BelleAire Fragrances
Industry Cosmetics
Experience
Belle-Aire Fragrances April 2010 - Present
Vestor Capital Corporation June 2008 - April 2010
Skills
New Business Development, Account Management, Negotiation, Product Development, Market Research, Project Management, Fragrance, Personal Care, Consumer Products, Cosmetics, Sales, Retail, Skin Care, Key Account Management, Market Analysis, Brand Management, Forecasting, Competitive Analysis, Key Account Development, P
Education
DePaul University
Bachelor of Applied Science (B.A.Sc.), Accounting
Belle-Aire Fragrances April 2010 - Present
Vestor Capital Corporation June 2008 - April 2010
Skills
New Business Development, Account Management, Negotiation, Product Development, Market Research, Project Management, Fragrance, Personal Care, Consumer Products, Cosmetics, Sales, Retail, Skin Care, Key Account Management, Market Analysis, Brand Management, Forecasting, Competitive Analysis, Key Account Development, P
Education
DePaul University
Bachelor of Applied Science (B.A.Sc.), Accounting
Randy Deitke Randy Deitke's Vestor Capital Corporation Experience April 2006 - July 2007
Job Sr. investment advisor at Mutual Fund Store
Industry Investment Management
Experience
Mutual Fund Store August 2007 - Present
Vestor Capital Corporation April 2006 - July 2007
TD Waterhouse 1991 - 2004
Skills
Financial Advisory, Series 7, Mutual Funds, Securities, Retirement Planning, Investment Strategies, Wealth Management, Investment Advisory, ETFs, Asset Allocation, Series 63, Series 65, Investments, FINRA, Alternative Investments, Investment Management, Retirement
Education
Baldwin Wallace University 1986 — 1989
Mutual Fund Store August 2007 - Present
Vestor Capital Corporation April 2006 - July 2007
TD Waterhouse 1991 - 2004
Skills
Financial Advisory, Series 7, Mutual Funds, Securities, Retirement Planning, Investment Strategies, Wealth Management, Investment Advisory, ETFs, Asset Allocation, Series 63, Series 65, Investments, FINRA, Alternative Investments, Investment Management, Retirement
Education
Baldwin Wallace University 1986 — 1989
Eric Hannemann's Vestor Capital Corporation Experience June 2003 - June 2004
Job Vice President of Accounting at Oberweis Securities, Inc.
Industry Financial Services
Experience
Oberweis Securities, Inc. June 2004 - Present
Vestor Capital Corporation June 2003 - June 2004
Skills
CPA, Financial Analysis, Mutual Funds, Financial Reporting, Investments, Securities, Strategic Planning, Accounting
Education
Michigan State University
Oberweis Securities, Inc. June 2004 - Present
Vestor Capital Corporation June 2003 - June 2004
Skills
CPA, Financial Analysis, Mutual Funds, Financial Reporting, Investments, Securities, Strategic Planning, Accounting
Education
Michigan State University
John Ptak's Vestor Capital Corporation Experience April 2011 - November 2012
Job Senior Research Analyst at Gofen & Glossberg
Industry Financial Services
Experience
Gofen & Glossberg November 2014 - Present
Gentry Financial Corporation June 2013 - November 2014
Vestor Capital Corporation April 2011 - November 2012
Gerson Lehrman Group November 2009 - 2010
High Pointe Capital April 2006 - January 2008
Credit Suisse November 2004 - April 2006
William Blair & Co January 2001 - November 2004
PPM America September 1998 - January 2001
Ernst & Young January 1997 - September 1998
Skills
Financial Modeling, Portfolio Management, Wealth Management, Investments, Financial Analysis, Equities, Equity Research, Valuation, Competitive Analysis, Trading, Strategy
Education
Indiana University Bloomington 1992 — 1996
BS, Accounting
Gofen & Glossberg November 2014 - Present
Gentry Financial Corporation June 2013 - November 2014
Vestor Capital Corporation April 2011 - November 2012
Gerson Lehrman Group November 2009 - 2010
High Pointe Capital April 2006 - January 2008
Credit Suisse November 2004 - April 2006
William Blair & Co January 2001 - November 2004
PPM America September 1998 - January 2001
Ernst & Young January 1997 - September 1998
Skills
Financial Modeling, Portfolio Management, Wealth Management, Investments, Financial Analysis, Equities, Equity Research, Valuation, Competitive Analysis, Trading, Strategy
Education
Indiana University Bloomington 1992 — 1996
BS, Accounting
Dennis Slott's Vestor Capital Corporation Experience May 2001 - Present
Job CFP, Executive Vice President at Vestor Capital
Industry Investment Management
Experience
Focus Financial 2012 - Present
Vestor Capital Corporation May 2001 - Present
Northern Trust March 1991 - April 2001
Skills
Investment Management, Wealth, Investments, Series 7, Series 63, Securities, Portfolio Management, Wealth Management, Mutual Funds, Equities, Wealth Management..., Investment Strategies, ETFs, High Net Worth..., Bonds, Asset Allocation, Retirement Planning, Alternative Investments, Series 65, Separately Managed..., Investment Advisory, Fixed Income, Uniform Combined State..., Hedge Funds, FINRA, Series 24
Education
Brown University 1980 — 1984
Bachelor of Arts (BA), Economics
Focus Financial 2012 - Present
Vestor Capital Corporation May 2001 - Present
Northern Trust March 1991 - April 2001
Skills
Investment Management, Wealth, Investments, Series 7, Series 63, Securities, Portfolio Management, Wealth Management, Mutual Funds, Equities, Wealth Management..., Investment Strategies, ETFs, High Net Worth..., Bonds, Asset Allocation, Retirement Planning, Alternative Investments, Series 65, Separately Managed..., Investment Advisory, Fixed Income, Uniform Combined State..., Hedge Funds, FINRA, Series 24
Education
Brown University 1980 — 1984
Bachelor of Arts (BA), Economics
Stephanie Dusinski's Vestor Capital Corporation Experience December 2000 - December 2004
Job Citadel
Industry Financial Services
Experience
Citadel Investment Group January 2005 - Present
Vestor Capital Corporation December 2000 - December 2004
Skills
Equities, Hedge Funds, Bloomberg, Financial Modeling, Investment Banking, Securities, Asset Management, Financial Markets, Valuation, Investments, Equity Research, Series 7, Mutual Funds
Education
Eastern Illinois University 1996 — 2000
BS, Finance, General
Citadel Investment Group January 2005 - Present
Vestor Capital Corporation December 2000 - December 2004
Skills
Equities, Hedge Funds, Bloomberg, Financial Modeling, Investment Banking, Securities, Asset Management, Financial Markets, Valuation, Investments, Equity Research, Series 7, Mutual Funds
Education
Eastern Illinois University 1996 — 2000
BS, Finance, General
Peter Mullins's Vestor Capital Corporation Experience May 2013 - Present
Job Financial Advisor at Vestor Capital Corporation
Industry Financial Services
Experience
Vestor Capital Corporation May 2013 - Present
Merrill Lynch June 2009 - May 2013
Mullins Computer Solutions January 2002 - May 2009
Skills
CRPC, Series 7, Series 66, 401k, Mutual Funds, Finance, Asset Allocation, Investments, Equities, Securities, Alternative Investments, Fixed Income, Portfolio Management, Strategic Financial..., Retirement Planning, Investment Strategies, Financial Advisory
Education
University of Arizona, Eller College of Management 2005 — 2009
Bachelor of Science (BS), Finance
Montini Catholic High School 2001 — 2005
Vestor Capital Corporation May 2013 - Present
Merrill Lynch June 2009 - May 2013
Mullins Computer Solutions January 2002 - May 2009
Skills
CRPC, Series 7, Series 66, 401k, Mutual Funds, Finance, Asset Allocation, Investments, Equities, Securities, Alternative Investments, Fixed Income, Portfolio Management, Strategic Financial..., Retirement Planning, Investment Strategies, Financial Advisory
Education
University of Arizona, Eller College of Management 2005 — 2009
Bachelor of Science (BS), Finance
Montini Catholic High School 2001 — 2005
Martin Buehler's Vestor Capital Corporation Experience 1990 - Present
Job President at Vestor Capital
Industry Investment Management
Experience
Vestor Capital Corporation 1990 - Present
Skills
Wealth Management, Investment Management, Holistic Financial..., Leadership Development
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance, General
Michigan State University 1973 — 1977
Bachelor of Arts (BA)
Vestor Capital Corporation 1990 - Present
Skills
Wealth Management, Investment Management, Holistic Financial..., Leadership Development
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance, General
Michigan State University 1973 — 1977
Bachelor of Arts (BA)
Dara Hessell's Vestor Capital Corporation Experience November 2014 - Present
Job Financial Advisor at Vestor Capital
Industry Financial Services
Experience
Vestor Capital Corporation November 2014 - Present
Financial Legacy Consultants January 2012 - November 2014
Mesirow Financial March 1998 - July 2006
Skills
Asset Managment, Series 7, Insurance, Finance, Wealth Management, Investment Advisory, Investments, Investment Management
Education
University of Maryland College Park 1992 — 1996
B.A., Psychology
Vestor Capital Corporation November 2014 - Present
Financial Legacy Consultants January 2012 - November 2014
Mesirow Financial March 1998 - July 2006
Skills
Asset Managment, Series 7, Insurance, Finance, Wealth Management, Investment Advisory, Investments, Investment Management
Education
University of Maryland College Park 1992 — 1996
B.A., Psychology
Troy A. (Tad) DeBord, CFA's Vestor Capital Corporation Experience December 2002 - May 2005
Job Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS June 2015 - Present
Goldman Sachs March 2007 - May 2015
Goldman Sachs June 2005 - February 2007
Vestor Capital Corporation December 2002 - May 2005
Education
DePauw University 1998 — 2002
Bachelor of Arts (B.A.), Economics
Indian Hill High School
UBS June 2015 - Present
Goldman Sachs March 2007 - May 2015
Goldman Sachs June 2005 - February 2007
Vestor Capital Corporation December 2002 - May 2005
Education
DePauw University 1998 — 2002
Bachelor of Arts (B.A.), Economics
Indian Hill High School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY