Waterstone Financial Group
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Waterstone Financial Group Employees
Employee
Years
Job
Industry
Thomas A. Durment CFP Thomas A. Durment CFP's Waterstone Financial Group Experience October 1999 - December 2008
Job Certified Financial Planner at Ausdal Financial Partners
Industry Financial Services
Experience
Durment Financial Planning July 1990 - Present
Waterstone Financial Group October 1999 - December 2008
Skills
Financial Planning, Small Business, Retirement Planning, Retirement, Series 7, Estate Planning, Securities, Portfolio Management, Insurance, Retirement Income..., Wealth Management, Investment Advisory, Investments, Asset Allocation, Insurance Planning, Mutual Funds, 401k, Asset Management, Personal Finance, Long-term Care
Education
College for Financial Planning
Financial Planning
Drake University
Business
Durment Financial Planning July 1990 - Present
Waterstone Financial Group October 1999 - December 2008
Skills
Financial Planning, Small Business, Retirement Planning, Retirement, Series 7, Estate Planning, Securities, Portfolio Management, Insurance, Retirement Income..., Wealth Management, Investment Advisory, Investments, Asset Allocation, Insurance Planning, Mutual Funds, 401k, Asset Management, Personal Finance, Long-term Care
Education
College for Financial Planning
Financial Planning
Drake University
Business
Natasha Zhigalko Natasha Zhigalko's Waterstone Financial Group Experience February 2008 - April 2010
Job Controller at Stemedica Cell Technologies
Industry Biotechnology
Experience
Stemedica Cell Technologies August 2010 - Present
LPL February 2008 - April 2010
Waterstone Financial Group February 2008 - April 2010
Associated Securities Corporation February 2008 - April 2010
Mutual Service Corporation February 2008 - April 2010
Bumble Bee Foods 2005 - 2008
Global Capital Group Inc August 2002 - January 2004
Skills
Accounting, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Great Plains Software, Accounts Payable, General Ledger, US GAAP, Financial Modeling, Cost Accounting, GAAP, Internal Controls
Education
San Diego State University-California State University 1998 — 2002
BA, International Business, Finance
Stemedica Cell Technologies August 2010 - Present
LPL February 2008 - April 2010
Waterstone Financial Group February 2008 - April 2010
Associated Securities Corporation February 2008 - April 2010
Mutual Service Corporation February 2008 - April 2010
Bumble Bee Foods 2005 - 2008
Global Capital Group Inc August 2002 - January 2004
Skills
Accounting, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Great Plains Software, Accounts Payable, General Ledger, US GAAP, Financial Modeling, Cost Accounting, GAAP, Internal Controls
Education
San Diego State University-California State University 1998 — 2002
BA, International Business, Finance
Bruce Pivar Bruce Pivar's Waterstone Financial Group Experience May 2001 - January 2009
Job Financial Consultant
Industry Financial Services
Experience
LPL Financial January 2009 - Present
Waterstone Financial Group May 2001 - January 2009
Securities America, Inc. January 1996 - May 2001
Skills
Retirement Planning, Insurance, Long Term Care Insurance, Bonds, Stocks, Mutual Funds, Unit Investment Trusts, IRAs, Estate Tax Planning, Savings, Retirement Savings, Wealth Management, Strategic Financial..., Investments, Risk Management, Financial Analysis, Portfolio Management, Financial Services, Finance, Alternative Investments, Financial Planning
Education
Grinnell College 1977 — 1981
BS, Biology
LPL Financial January 2009 - Present
Waterstone Financial Group May 2001 - January 2009
Securities America, Inc. January 1996 - May 2001
Skills
Retirement Planning, Insurance, Long Term Care Insurance, Bonds, Stocks, Mutual Funds, Unit Investment Trusts, IRAs, Estate Tax Planning, Savings, Retirement Savings, Wealth Management, Strategic Financial..., Investments, Risk Management, Financial Analysis, Portfolio Management, Financial Services, Finance, Alternative Investments, Financial Planning
Education
Grinnell College 1977 — 1981
BS, Biology
Matthew LaLonde's Waterstone Financial Group Experience April 1995 - May 2009
Job Senior Vice President at MVP Financial Services, Inc.
Industry Insurance
Experience
MVP Financial Services, Inc. May 2009 - Present
Waterstone Financial Group April 1995 - May 2009
Skills
Fixed Annuities, Insurance, Long-term Care
Education
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Science, Psychology, and Math Cognate
MVP Financial Services, Inc. May 2009 - Present
Waterstone Financial Group April 1995 - May 2009
Skills
Fixed Annuities, Insurance, Long-term Care
Education
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Science, Psychology, and Math Cognate
Amy Kramer's Waterstone Financial Group Experience October 2006 - January 2008
Job Owner at Kramer Consulting
Industry Financial Services
Experience
Two Rivers YMCA February 2011 - Present
Kramer Consulting February 2011 - Present
Poterack Capital Advisory, Inc. March 2008 - February 2011
Waterstone Financial Group October 2006 - January 2008
Pacific Select Group January 2005 - December 2006
Royal Neighbors of America April 2002 - January 2005
Wells Fargo Investments January 2001 - April 2002
Fiserv Investor Services, Inc. January 1999 - January 2001
Life Investors Financial Group, Inc. 1997 - 1999
Skills
Business Development, Human Resources, Marketing, Recruiting, Budgets, Program Management, Insurance, Fixed Annuities, Mutual Funds, Employee Benefits, Investments, Sales, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2010
MBA
Coe College 1993 — 1996
BA
Augustana College 1992 — 1993
DeWitt Central High School 1990 — 1992
BCLUW High School 1988 — 1990
Two Rivers YMCA February 2011 - Present
Kramer Consulting February 2011 - Present
Poterack Capital Advisory, Inc. March 2008 - February 2011
Waterstone Financial Group October 2006 - January 2008
Pacific Select Group January 2005 - December 2006
Royal Neighbors of America April 2002 - January 2005
Wells Fargo Investments January 2001 - April 2002
Fiserv Investor Services, Inc. January 1999 - January 2001
Life Investors Financial Group, Inc. 1997 - 1999
Skills
Business Development, Human Resources, Marketing, Recruiting, Budgets, Program Management, Insurance, Fixed Annuities, Mutual Funds, Employee Benefits, Investments, Sales, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2010
MBA
Coe College 1993 — 1996
BA
Augustana College 1992 — 1993
DeWitt Central High School 1990 — 1992
BCLUW High School 1988 — 1990
Heather Corley's Waterstone Financial Group Experience June 2006 - September 2009
Job Financial Services Professional
Industry Financial Services
Experience
Brookstone Capital Management September 2015 - Present
LPL Financial- Lisa Schomer CFP® September 2009 - May 2015
Waterstone Financial Group June 2006 - September 2009
Skills
Detail oriented, Organizes client..., Communicates clearly..., Financial Planning
Education
Elmhurst College 2012 — 2014
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
College of Dupage 2010 — 2012
Associate’s Degree
Brookstone Capital Management September 2015 - Present
LPL Financial- Lisa Schomer CFP® September 2009 - May 2015
Waterstone Financial Group June 2006 - September 2009
Skills
Detail oriented, Organizes client..., Communicates clearly..., Financial Planning
Education
Elmhurst College 2012 — 2014
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
College of Dupage 2010 — 2012
Associate’s Degree
Michael Bellis, CFP®, CLU Michael Bellis, CFP®, CLU's Waterstone Financial Group Experience October 2003 - August 2009
Job Certified Financial Planner™ at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2009 - Present
Waterstone Financial Group October 2003 - August 2009
Allmerica Financial July 1994 - October 2003
Skills
Retirement Planning, Investments, Financial Services, Finance, Asset Allocation, Financial Planning, Securities, 401k, Life Insurance, Uniform Combined State..., Insurance, Risk Management, Small Business, Financial Planners, Disability Insurance, Mutual Funds, FINRA, Employee Benefits, Wealth Management, Strategic Financial..., Portfolio Management, Personal Finance, Equities, Fixed Annuities, Term Life Insurance, Estate Planning, Investment Strategies, Variable Annuities, Strategic Planning, High Net Worth..., Asset Management, Series 7, Series 65, Retirement, Insurance Planning (..., 401k & Retirement Plan..., IRA Rollovers, Financial Goals, Education Funding, Multi-generational...
Education
Certified Financial Planner Board of Standards
Certified Financial Planner™
The American College 1996 — 2000
Chartered Life Underwriter
Illinois State University 1990 — 1994
Bachelor of Science (B.S.), Business/Marketing
Naperville Central High School 1987 — 1990
LPL Financial August 2009 - Present
Waterstone Financial Group October 2003 - August 2009
Allmerica Financial July 1994 - October 2003
Skills
Retirement Planning, Investments, Financial Services, Finance, Asset Allocation, Financial Planning, Securities, 401k, Life Insurance, Uniform Combined State..., Insurance, Risk Management, Small Business, Financial Planners, Disability Insurance, Mutual Funds, FINRA, Employee Benefits, Wealth Management, Strategic Financial..., Portfolio Management, Personal Finance, Equities, Fixed Annuities, Term Life Insurance, Estate Planning, Investment Strategies, Variable Annuities, Strategic Planning, High Net Worth..., Asset Management, Series 7, Series 65, Retirement, Insurance Planning (..., 401k & Retirement Plan..., IRA Rollovers, Financial Goals, Education Funding, Multi-generational...
Education
Certified Financial Planner Board of Standards
Certified Financial Planner™
The American College 1996 — 2000
Chartered Life Underwriter
Illinois State University 1990 — 1994
Bachelor of Science (B.S.), Business/Marketing
Naperville Central High School 1987 — 1990
Kathy Scafide's Waterstone Financial Group Experience September 2006 - September 2009
Job Behavioral Health ClinicianCrisis Services
Industry Mental Health Care
Experience
Presence Behavioral Health ProCare Center March 2015 - Present
WINGS Program, Inc. October 2014 - March 2015
Presence Behavioral Health August 2013 - July 2014
IRMKO Tool Works October 2012 - August 2013
Foreside Inc. September 2011 - March 2012
Brewer Financial Group March 2010 - June 2010
NexGen Capital Advisors, LLC October 2009 - March 2010
Waterstone Financial Group September 2006 - September 2009
Financial Industry Regulatory Authority January 1997 - January 2006
Skills
Strength Based..., Case Management..., Individual Counseling..., Group Counseling..., Group Counseling..., Group Counseling..., Group Counseling..., Experience with..., Experience with..., Conducting..., Documentation of Client..., Candidate for CRSS...
Education
Argosy University Schaumburg 2012 — 2014
Master of Arts (M.A.), Community Counseling
Loyola University Chicago 1995 — 1997
Master, Business Administration; Finance
Northeastern Illinois University 1987 — 1991
Bachelor of Science, Finance
Presence Behavioral Health ProCare Center March 2015 - Present
WINGS Program, Inc. October 2014 - March 2015
Presence Behavioral Health August 2013 - July 2014
IRMKO Tool Works October 2012 - August 2013
Foreside Inc. September 2011 - March 2012
Brewer Financial Group March 2010 - June 2010
NexGen Capital Advisors, LLC October 2009 - March 2010
Waterstone Financial Group September 2006 - September 2009
Financial Industry Regulatory Authority January 1997 - January 2006
Skills
Strength Based..., Case Management..., Individual Counseling..., Group Counseling..., Group Counseling..., Group Counseling..., Group Counseling..., Experience with..., Experience with..., Conducting..., Documentation of Client..., Candidate for CRSS...
Education
Argosy University Schaumburg 2012 — 2014
Master of Arts (M.A.), Community Counseling
Loyola University Chicago 1995 — 1997
Master, Business Administration; Finance
Northeastern Illinois University 1987 — 1991
Bachelor of Science, Finance
Matthew Lovett's Waterstone Financial Group Experience September 2005 - September 2009
Job Chief Compliance Officer at Brookstone Capital Management
Industry Financial Services
Experience
Brookstone Capital Management November 2013 - Present
Independent Compliance Consulting May 2013 - Present
JHS Capital Advisors, Inc. September 2012 - May 2013
World Equity Group May 2010 - June 2012
Brewer Investment Group November 2009 - April 2010
Waterstone Financial Group September 2005 - September 2009
Ft. Washington Brokerage Services September 2002 - September 2005
Skills
Series 7, Securities, Series 24, Mutual Funds, Investment Advisory, Series 63, Investments, Asset Managment, Wealth Management, Series 65, Equities, Securities Regulation, Risk Management, Retirement Planning, Alternative Investments, 401k, Asset Management, Estate Planning, FINRA
Education
University of Maryland College Park 1990 — 1993
B.A., Economics
Brookstone Capital Management November 2013 - Present
Independent Compliance Consulting May 2013 - Present
JHS Capital Advisors, Inc. September 2012 - May 2013
World Equity Group May 2010 - June 2012
Brewer Investment Group November 2009 - April 2010
Waterstone Financial Group September 2005 - September 2009
Ft. Washington Brokerage Services September 2002 - September 2005
Skills
Series 7, Securities, Series 24, Mutual Funds, Investment Advisory, Series 63, Investments, Asset Managment, Wealth Management, Series 65, Equities, Securities Regulation, Risk Management, Retirement Planning, Alternative Investments, 401k, Asset Management, Estate Planning, FINRA
Education
University of Maryland College Park 1990 — 1993
B.A., Economics
Donna Behan's Waterstone Financial Group Experience November 1993 - January 2010
Job Consultant
Industry Financial Services
Experience
Waterstone Financial Group November 1993 - January 2010
Education
Benedictine University 1985 — 1988
bs accounting
Waterstone Financial Group November 1993 - January 2010
Education
Benedictine University 1985 — 1988
bs accounting
Dave Crain's Waterstone Financial Group Experience April 1990 - December 2009
Job Senior Vice President Operations and Supervision at Ziegler Wealth Management
Industry Financial Services
Experience
Ziegler April 2014 - Present
World Equity Group April 2013 - December 2013
Mesirow Financial March 2011 - March 2013
AOS/TradingBlock May 2010 - March 2011
Waterstone Financial Group April 1990 - December 2009
Skills
Series 7, Investments, Investment Advisory, Series 24, Risk Management, Operations Management, Branch Management, Series 65, Mutual Funds, Financial Advisory, Securities
Education
Michigan State University
Bachelors, Finance
Ziegler April 2014 - Present
World Equity Group April 2013 - December 2013
Mesirow Financial March 2011 - March 2013
AOS/TradingBlock May 2010 - March 2011
Waterstone Financial Group April 1990 - December 2009
Skills
Series 7, Investments, Investment Advisory, Series 24, Risk Management, Operations Management, Branch Management, Series 65, Mutual Funds, Financial Advisory, Securities
Education
Michigan State University
Bachelors, Finance