Water Tower Financial Partners, LLC
Address: 20 N Clark St Suite 1225, Chicago, IL 60602 Phone: (312) 984-6342Place name: : : : Category: : Website: : : Own this business?
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Water Tower Financial Partners, LLC Employees
Pearson Realty Group September 2014 - Present
CBRE February 2014 - September 2014
Water Tower Financial Partners, LLC September 2013 - January 2014
Southern Tide 2013 - 2014
Skills
Social Media, Event Planning, Sales, Event Management, Marketing, Real Estate, Time Management, Finance, Research
Education
DePaul University 2011 — 2014
Bachelor's Degree, Finance, General
Crespi Carmelite High School 2006 — 2010
High School Diploma
IMRF September 2014 - Present
Hewitt EnnisKnupp, an Aon Company December 2013 - September 2014
Principal Global Investors June 2013 - November 2013
University of Iowa Krause Fund August 2012 - December 2012
Allenberg Cotton Co. August 2012 - August 2012
BP June 2012 - June 2012
Water Tower Financial Partners, LLC June 2011 - December 2011
Skills
Equity Valuation, Financial Modeling, Research, Bloomberg Terminal, FactSet, Capital IQ, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Accounting, Teamwork, Social Media, Public Speaking, Equities, Investments, Bloomberg, Risk Management, Analysis, Economics, Trading, Fixed Income, Options, Equity Research
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Water Tower Financial Partners, LLC December 2013 - April 2015
Balani Custom Clothiers May 2012 - June 2013
Skills
Expense Reports, Office Administration, Office Management, Financial Services, Spreadsheets, Finance, Teamwork, Social Networking, Public Speaking, Microsoft Word
Education
Columbia College Chicago
BMO Harris Financial Advisors, Inc. June 2015 - Present
MassMutual-Chicago January 2014 - June 2015
Water Tower Financial Partners, LLC January 2011 - January 2014
The Pasta Bowl and The Other Side Bar September 2009 - December 2011
Education
DePaul University 2006 — 2009
Bachelors, Spanish, Psychology minor, Summa Cum Laude
Belmont Bank and Trust November 2014 - Present
Water Tower Financial Partners, LLC July 2013 - November 2014
Skills
Social Media, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Social Skills, Treasury Management, Employee Benefits, Access, Finance, Social Networking, Data Entry, Microsoft Word, Facebook, Event Planning, Outlook, Financial Analysis
Education
DePaul University 2009 — 2013
Bachelor's degree, Accounting and Finance
COUNTRY ® Financial July 2011 - Present
Water Tower Financial Partners, LLC January 2011 - July 2011
Lenox Advisors April 2006 - December 2010
COUNTRY Financial February 2002 - April 2006
Skills
Retirement Planning, Disability Insurance, Long Term Care Insurance, Life Insurance, Fixed Annuities, Buy-sell Agreements, Employee Benefits, Whole Life, Property & Casualty..., Retirement Income..., Succession Planning, Key-Person Planning, 401k Rollovers, Financial Services, Variable Annuities, Health Insurance, Qualified Retirement..., IRAs, Mutual Funds, Wealth Management, Investments, Retirement, Estate Planning, Financial Advisory, Securities, Term Life Insurance, Insurance, Series 6, Portfolio Management, 401k, Series 63, Small Business, Long-term Care, Home Insurance, Auto Insurance, Business Insurance, Workers Compensation, Non-Qualified Deferred..., College Savings Plans, Strategic Financial..., Universal Life, Life & Health Insurance..., Asset Allocation, Finance, Retirement Savings, Investment Strategies, Key Person Insurance, Commercial Insurance, Affordable Care Act, Underwriting
Education
University of Illinois at Urbana-Champaign 1998 — 2001
B.S., Psychology
DePauw University 1997 — 1998
Effingham High School Class of 1997 1993 — 1997
Water Tower Financial Partners, LLC June 2011 - Present
Kraft Foods May 2009 - April 2011
Madison Dearborn Partners June 2006 - August 2006
Lehman Brothers June 2005 - August 2005
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
BS, Finance
University of Illinois at Urbana-Champaign
MassMutual Chicago 2014 - Present
Water Tower Financial Partners, LLC 2009 - 2014
Water Tower Financial Partners, LLC 2008 - 2009
Water Tower Financial Partners, LLC 2006 - 2008
Education
Michigan State University
Oak Park and River Forest High School
LegalShield September 2013 - Present
Water Tower Financial Partners, LLC January 2012 - January 2015
Illinois Sustainable Technology Center 1994 - 2008
Urban Ministries 1992 - 1993
Safety-Kleen 1988 - 1991
Ingredion Incorporated 1976 - 1987
Education
University of Chicago Graduate School of Business
Master of Business Administration (MBA), Industrial Relations and Human Resources Managment
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Chemical Engineering
Topco Associates LLC March 2013 - Present
Millington Financial Advisors, LLC September 2009 - February 2013
Water Tower Financial Partners, LLC May 2009 - September 2009
Oak Brook Park District June 2007 - September 2009
Ogilvy Action July 2008 - October 2008
Skills
Quantitative Analytics, Asset Managment, CRM, Competitive Analysis, Customer Service, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Valuation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2014
Masters of Business Administration, Finance, 3.57
DePaul University 2004 — 2009
BSC, Finance
The Market Place 2012 - November 2014
Water Tower Financial Partners, LLC June 2014 - August 2014
Chinese Academy of Sciences July 2013 - August 2013
The World Bank June 2013 - July 2013
Beijing Culture Developmental Center for Time Pioneer July 2011 - August 2011
National Zoological Museum of China June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Java, Microsoft Word, SPSS, Photoshop, Business Analysis, R, Algorithms, Data Analysis, Data Entry, Event Planning
Education
The Ohio State University 2011 — 2014
Bachelor of Business Administration (BBA), Finance, investment management, 3.4
The Virginia Tech Language and Culture Institute 2010 — 2011
English
Beijing Technology and Business University 2009 — 2010
Economics
coursera
The CREW Chicago April 2015 - Present
Bow Truss Coffee Roasters October 2014 - February 2015
Doejo August 2014 - February 2015
The Fine Print Theatre Company July 2011 - January 2015
Water Tower Financial Partners, LLC October 2007 - February 2012
Skills
Operations Management, Creative Strategy, Team Motivation, Internal Communications, Cross-functional Team..., Team Building, System Deployment, Organizational..., Start-ups Management, Public Speaking, Motivational Speaking, Fundraising, Sales, Event Planning, Leadership
Education
University of Iowa 2003 — 2007
Bachelor's Degree, Theatre Arts
MassMutual Chicago March 2014 - Present
Water Tower Financial Partners, LLC July 2011 - March 2014
United States Securities and Exchange Commission July 2010 - August 2010
Office of United States Senator Dick Durbin May 2009 - July 2009
Education
University of Notre Dame 2008 — 2011
B.A.
University of Miami 2007 — 2008
McKesson July 2015 - Present
McKesson December 2014 - July 2015
Capital One April 2013 - August 2013
Trump International Hotel & Tower Chicago January 2010 - December 2012
N9NE Group Chicago March 2006 - 2011
Merchandise Mart Properties, Inc. August 2008 - January 2009
Water Tower Financial Partners, LLC 2009 - 2009
GlaxoSmithKline June 2007 - December 2007
Skills
Event Management, Marketing Communications, Marketing, Advertising, Hospitality, Event Planning, Integrated Marketing, Customer Service, Press Releases, Trade Shows, Microsoft Office, Hotels, Marketing Strategy, Sales, Direct Marketing, Email Marketing, Project Management, Process Management, Process Improvement, Marketing Management, Meeting Planning, Brand Development, Brand Management, Strategy, Multi-media Marketing..., Corporate Events, Sales Support, Food, Account Management, Hospitality Management, Coordination, New Business Development, Brand Awareness, Social Media Marketing, Management, Leadership, Customer Relations, Program Development
Education
DePaul University 2006 — 2008
Marketing, Bachelor of Science in Commerce
Columbia College - Chicago
Liberal Arts, Advertising Arts
Water Tower Financial Partners, LLC December 2009 - September 2012
Aurora Loan Services, A Lehman Brothers Company June 2006 - November 2007
M&T Bank 2005 - 2006
Radian Group Inc. 2003 - 2005
KPMG 2000 - 2002
Federal National Mortgage Association (Fannie Mae) 1984 - 2000
Continental Illinois National Bank & Trust Co. (now Bank of America) 1980 - 1984
Suburban Coastal 1980 - 1980
Skills
Effective leadership..., Mortgage Banking, Loans, Credit, Risk Management, Banking, Underwriting, Loan Origination, Strategic Planning, Financial Services, Portfolio Management, Investments, Financial Risk, Finance, Capital Markets
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA
CMB
DePaul University
BA
Water Tower Financial Partners, LLC January 2012 - Present
Huamei Capital Company 2006 - 2008
Schurz Communications 2004 - 2006
Stonewater Control Systems 2002 - 2004
Lee Enterprises 1994 - 2001
WHZT FM (105.9) January 1990 - May 1994
WMAQ KARE WTNH WMBD 1980 - 1987
City News Bureau of Chicago January 1978 - January 1980
Skills
Finance, Marketing, Strategic Planning
Education
Northwestern University
Bachelor's, Communication Studies
Northwestern University - Kellogg School of Management
MBA, Finance & Marketing
Water Tower Financial Partners, LLC March 2009 - Present
Skills
Life Insurance, Long Term Care Insurance, Disability Income..., Securities, Retirement Strategies, Retirement, Estate Law, Disability Insurance, Insurance, Finance, Employee Benefits
Education
University of Illinois at Chicago 1994 — 2000
Health Information Management
Bank of America September 2014 - Present
GoCashBack.com September 2013 - April 2014
Water Tower Financial Partners, LLC June 2013 - August 2013
Aflac May 2013 - June 2013
Woody's Tavern at OSU March 2012 - April 2013
Washington Night supermarket July 2011 - September 2011
Skills
Financial Analysis, Leadership, English, Microsoft Office, Microsoft Excel, Microsoft Word, Management, Chinese, Cantonese, PowerPoint, Public Speaking, Finance
Education
Ohio State University - Fisher College of Business 2011 — 2014
Bachelors Degree, B.S. Finance
The Ohio State University
Bachelor of Science (BS)
Green River Community College 2009 — 2011
Business/Commerce, General