Water Tower Financial Partners, LLC

Description

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

Employee
Years
Job
Industry
Dimitri Kambur Dimitri Kambur Chicago, Illinois Details
Dimitri Kambur's Water Tower Financial Partners, LLC Experience September 2013 - January 2014
Job Real Estate Consultant at Pearson Realty Group
Industry Real Estate
Experience
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

Alfonzo Bruno Alfonzo Bruno Chicago, Illinois Details
Alfonzo Bruno's Water Tower Financial Partners, LLC Experience June 2011 - December 2011
Job Associate Investment Analyst IMRF
Industry Investment Management
Experience
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

Jessica Connelly Jessica Connelly Chicago, Illinois Details
Jessica Connelly's Water Tower Financial Partners, LLC Experience December 2013 - April 2015
Job Client Relations Associate at Water Tower Financial Partners, LLC
Industry Financial Services
Experience
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

Laura Kint Laura Kint Greater Chicago Area Details
Laura Kint's Water Tower Financial Partners, LLC Experience January 2011 - January 2014
Job Investment Associate at BMO Harris Financial Advisors, Inc.
Industry Financial Services
Experience
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

Anna Podolska Anna Podolska Chicago, Illinois Details
Anna Podolska's Water Tower Financial Partners, LLC Experience July 2013 - November 2014
Job Marketing Executive and Universal Banker at Belmont Bank and Trust
Industry Banking
Experience
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

Zach Youngblood, ChFC®, CLU® Zach Youngblood, ChFC®, CLU® Greater Chicago Area Details
Zach Youngblood, ChFC®, CLU®'s Water Tower Financial Partners, LLC Experience January 2011 - July 2011
Job Insurance & Financial Advisor at COUNTRY Financial ®
Industry Financial Services
Experience
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

Latasha Hubbard Latasha Hubbard Greater Chicago Area Details
Latasha Hubbard's Water Tower Financial Partners, LLC Experience June 2011 - Present
Job Financial Services Professional at Water Tower Financial Partners, LLC
Industry Insurance
Experience
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

Oscar M. Blanco Oscar M. Blanco Greater Chicago Area Details
Oscar M. Blanco's Water Tower Financial Partners, LLC Experience 2009 - 2014
Job Brokerage Director at MassMutual Chicago
Industry Financial Services
Experience
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

Jerry C. Brown, MBA Jerry C. Brown, MBA Greater Chicago Area Details
Jerry C. Brown, MBA's Water Tower Financial Partners, LLC Experience January 2012 - January 2015
Job Independent Financial Services and Insurance Professional; Director at LegalShield
Industry Insurance
Experience
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

Marc P. Such Marc P. Such Greater Chicago Area Details
Marc P. Such's Water Tower Financial Partners, LLC Experience May 2009 - September 2009
Job WellRounded, HardWorking Business Professional, with financial service industry experience
Industry Financial Services
Experience
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

Saiying (Tina) Ge Saiying (Tina) Ge Columbus, Ohio Details
Saiying (Tina) Ge's Water Tower Financial Partners, LLC Experience June 2014 - August 2014
Job looking for a Business/Finance Analyst position
Industry Financial Services
Experience
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

Heather Bodie Heather Bodie Chicago, Illinois Details
Heather Bodie's Water Tower Financial Partners, LLC Experience October 2007 - February 2012
Job Founder at The CREW Chicago
Industry Food & Beverages
Experience
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

Kristine Salter Kristine Salter Greater Chicago Area Details
Kristine Salter's Water Tower Financial Partners, LLC Experience July 2011 - March 2014
Job Associate Director of Operations
Industry Financial Services
Experience
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

Ashley Koller Ashley Koller Richmond, Virginia Details
Ashley Koller's Water Tower Financial Partners, LLC Experience 2009 - 2009
Job Marketing Communications Manager at McKesson MedicalSurgical
Industry Marketing and Advertising
Experience
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

Chris Ortigara, CFP® Chris Ortigara, CFP® Greater Chicago Area Details
Chris Ortigara, CFP®'s Water Tower Financial Partners, LLC Experience December 2009 - September 2012
Job Experienced Mortgage Banker
Industry Financial Services
Experience
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

Adlai E. Stevenson IV Adlai E. Stevenson IV Greater Chicago Area Details
Adlai E. Stevenson IV's Water Tower Financial Partners, LLC Experience January 2012 - Present
Job SC&M
Industry Financial Services
Experience
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

Emily Dong Emily Dong Greater Chicago Area Details
Emily Dong's Water Tower Financial Partners, LLC Experience March 2009 - Present
Job Senior Vice President at Water Tower Financial Partners, LLC
Industry Financial Services
Experience
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

Hao Josh Qin Hao Josh Qin Greater Boston Area Details
Hao Josh Qin's Water Tower Financial Partners, LLC Experience June 2013 - August 2013
Job Intern at Water Tower Financial Partners, LLC
Industry Banking
Experience
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