Wealth Financial Group
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Wealth Financial Group Employees
Wealth Financial Advisory Services May 2011 - Present
United Advisors Financial Marketing Organization September 2008 - Present
Wealth Financial Group May 2006 - Present
Skills
Entrepreneurship, Leadership, Business Strategy, Strategic Planning, Public Speaking, Small Business, Business Planning, Practice Management, Business Coaching, Organizational..., Operational Excellence, Team Management, Strategic Financial..., Asset Management, Wealth Management, Retirement Planning, Investment Advisory, Investments, Retirement Income..., Fixed Annuities, Insurance, Life Insurance, Software Development, User Interface Design, Web Design, Web Development, Corporate Branding, Branding & Identity, Marketing Strategy, Advertising, Creative Concept Design, Concept Development
Education
Clarkson University 2002 — 2006
Bachelor of Science, Computer Science
Green Mountain Union High School 1996 — 2002
Verizon Wireless August 2015 - Present
United Advisors Financial Marketing Organization March 2013 - August 2015
Wealth Financial Group March 2012 - March 2013
Chicago Department of Aviation November 2009 - February 2012
Skills
Insurance, Life Insurance, Fixed Annuities, Retirement Planning, Financial Planners, Investments, Estate Planning, 401k, IRAs, Wealth, Strategic Planning, Customer Service, Microsoft Office, Marketing
Education
Dominican University 2011 — 2013
Master of Business Administration (M.B.A.), Accounting and Business/Management
Dominican University 2007 — 2011
Bachlor's of Science, Accounting and Finance
United Advisors Financial Marketing Organization August 2014 - Present
United Advisors Financial Marketing Organization January 2014 - August 2014
Wealth Financial Group July 2012 - January 2014
Illinois Department of Transportation September 2009 - July 2012
Skills
Strategic Planning, Project Management, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Insurance, Marketing, Outlook, Time Management, Sales, Process Improvement, Coaching, Analysis, Financial Planning, Retirement Planning, Leadership, Public Speaking
Education
Harper College
ZingIt Mobile June 2015 - Present
United Advisors Financial Marketing Organization March 2015 - April 2015
United Advisors Financial Marketing Organization October 2013 - March 2015
Wealth Financial Group April 2012 - October 2013
Total Attorneys 2008 - 2009
Skills
Estate Planning, Fixed Annuities, Life Insurance, Marketing Communications, Marketing Strategy, Insurance, Marketing, Long-term Care, Retirement Planning, Financial Planners, Customer Service, Financial Planning, Leadership, Management, Sales, Small Business, Event Planning, Strategic Planning
Education
Millikin University 2005 — 2007
Bachelor of Fine Arts (B.F.A.)
Millikin University
Wealth Financial Group June 1992 - Present
United Advisors 1996 - 2015
United Advisors 1996 - 2015
United Advisors 1996 - 2015
Skills
Retirement, Fixed Annuities, Insurance, Health Insurance, Term Life Insurance, Financial Planners, Wealth, Financial Education, Retirement Planning, Life Insurance, Marketing, Financial Services, Estate Planning, Strategic Financial..., IRAs, Long-term Care, 401k, Sales, Investment Management, Disability Insurance, Financial Advisory, Investments, Small Business, Investment Strategies, Roth IRA, Mutual Funds, 401k Rollovers, Wealth Management, Universal Life, Series 7, Whole Life, Personal Finance, Wealth Accumulation, Long Term Care Insurance, Wealth Management..., Pensions, Asset Allocation, Finance, Securities, Investment Advisory
Education
The Graduate Center, City University of New York
MA, Economics
Calandra Financial Group 2012 - 2014
Calandra Financial Group 2012 - 2014
Calandra Financial Group 2012 - 2014
Wealth Financial Group 2011 - 2012
Navisis Financial 2009 - September 2011
Genworth Financial Services 2008 - 2009
O'Malley & Associates 2004 - 2008
Baker 500, LLC 2002 - 2004
Financeware, Inc 2000 - 2002
First Union/Wachovia 1998 - 2000
Skills
Investments, Customer Relations, Insurance, Financial Planning, New Business Development, Sales Management, Microsoft Office, Coaching, Strategic Planning, Business Planning, Account Management, Problem Solving, Public Speaking, Customer Service, CRM, Strategic Financial..., Marketing, Sales, Team Building, Leadership, Management
Education
Averett University
BS, Business Administration
Western Wisconsin Technical College
Associates, Marketing
Wealth Financial Group September 1991 - Present
Wealth Financial Group 1991 - Present
Affiliated Bank Group September 1975 - April 1990
Skills
Retirement Planning, Insurance, Fixed Annuities, Wealth, Life Insurance, Sales, Retirement, Long-term Care, IRAs, Financial Planning, Strategic Financial..., Financial Services, Finance, Strategic Planning, Fixed Income Strategies, Personal Income Tax..., College Education...
Education
Roosevelt University 1975 — 1979
Banking
Wealth Financial Group June 2007 - Present
Skills
Customer Service, Sales, Microsoft Office, Microsoft Excel, Insurance, Public Speaking, Sales Management, PowerPoint, Marketing, Microsoft Word, Customer Satisfaction, Account Management, Event Planning, Strategic Planning, Contract Negotiation, Marketing Strategy, Social Media, Retirement Planning, Social Security, Retirement Income..., Financial Planning, Indexed Annuities, Tax Free Income, Motivational Speaking
Education
Harper College
Carmel Partners February 2015 - Present
Wealth Financial Group June 2013 - May 2014
Self-Employed December 2004 - April 2013
Linear Concepts, LLC July 2010 - July 2012
ANSWER Coalition March 2007 - December 2009
Club Monaco July 2008 - April 2009
Wurlitzer Jukebox & Vending Co. December 2003 - December 2008
Skills
Public Speaking, Social Media Marketing, Social Networking, Facebook, Event Planning, Marketing, Fundraising, Project Management, Social Media, Invoicing, Training, Blogging, Leadership, Human Resources, Administration, Customer Service, Public Relations, Management
Education
Loyola University of Chicago 2006 — 2009
B.A., Sociology
International Academy of Design and Technology 2004 — 2005
Fashion Forecasting, Fashion Design/Forecasting
WTHS
Senior Care Centers Health and Rehabilitation April 2015 - Present
Enterprise Rent-A-Car November 2012 - April 2015
Wealth Financial Group November 2011 - July 2012
Lewis University June 2010 - July 2011
Skills
PowerPoint, Research, Microsoft Excel, Microsoft Office, Public Speaking, Microsoft Word, Customer Service, Leadership
Education
Lewis University 2010 — 2011
Master of Sciene in Finance (MSF), Finance, General, 3.6
Lewis University 2006 — 2012
Bachelor's degree, Accounting and Finance
United Advisors Financial Marketing Organization September 2013 - Present
Wealth Financial Group October 2010 - September 2011
Flexible Benefit Service Corporation June 2008 - October 2010
Flexible Benefit Service Corporation 2008 - 2010
Lincoln Financial 1999 - 2008
Lincoln Financial Group 1999 - 2004
Skills
Fixed Annuities, Insurance, Employee Benefits, Health Insurance, Strategic Financial..., Management, Account Management, Mutual Funds, Leadership, Customer Service, Life Insurance, Microsoft Excel, Sales, Microsoft Office, Process Improvement, Retirement
Education
Illinois State University 1995 — 1999
RB September 2015 - Present
RB August 2014 - September 2015
RB August 2013 - August 2014
The Horner Group, Ltd. April 2013 - August 2013
Wealth Financial Group September 2010 - April 2013
Lake Forest Swim Club September 2008 - March 2011
Fitness Together May 2009 - September 2010
Naval Special Warfare Preparatory School October 2007 - May 2009
Skills
Training, Coaching, Marketing, Team Building, Marketing Communications, Small Business, Project Planning, Sales, Customer Service, Strategic Planning, Management, Recruiting, Business Development, Account Management, Program Management
Education
Eastern Illinois University 2003 — 2007
BS, Physical Education, Business Administration
Bank of America Merrill Lynch July 2015 - Present
SP Properties, LLC Real Estate Development & Investment Company April 2014 - Present
Bank of America Merrill Lynch September 2013 - July 2015
Bank of America Merrill Lynch August 2010 - August 2013
Wealth Financial Group September 2009 - June 2010
MetLife June 2009 - August 2009
Skills
Financial Planning, Strategic Planning, Investment Strategies, Market Research, Financial Services, Financial Analysis, Portfolio Management, Bloomberg, Risk Management, Asset Managment, Retirement Planning, Strategic Financial..., Finance, Strategy, Due Diligence, Asset Management, Management, Mentoring, Equities, Investments, Investment Management
Education
Wall Street Prep Financial Modeling Course 2014 — 2014
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelors, Economics
Keller Williams Downtown Chattanooga February 2015 - Present
B-Dry Waterproofing and Foundation Repair September 2013 - March 2015
Wealth Financial Group 2009 - February 2015
RE/MAX Properties March 2005 - April 2011
Skills
Contract Negotiation, Selling, Qualified Retirement..., Medicaid, Federal Benefits, Retirement Planning, Small Business..., 401k, Training Delivery, Insurance, Tax Strategy, Life Insurance, Annuity Sales, Tax Deferral
Education
The University of Tennessee at Chattanooga 1986 — 1988
McCallie 1980 — 1985
Fidelity Investments July 2015 - Present
Fidelity Investments October 2014 - July 2015
Fidelity Investments June 2014 - October 2014
Fidelity Investments April 2014 - June 2014
AXA Advisors July 2013 - April 2014
Wealth Financial Group December 2009 - June 2013
Crump Insruance Services August 2007 - December 2009
Self August 1999 - August 2007
Skills
Fixed Annuities, Insurance, Retirement Planning, Retirement, Financial Planners, Life Insurance, IRAs, Estate Planning, Health Insurance, Disability Insurance, 401k, Term Life Insurance, Whole Life, Wealth, Universal Life, Strategic Financial..., Long Term Care Insurance
Education
Florida State University 1995 — 1999
Glenbrook North High School
Logan Circle Partners May 2014 - Present
Cherry Hill Mortgage Investments November 2013 - May 2014
MetLife Investments January 2011 - November 2013
Wealth Financial Group December 2008 - January 2011
United States Army Reserve September 2004 - September 2008
US Army- 82nd Airborne Division September 2000 - September 2004
Skills
Financial Analysis, Banking, Business Analysis, Business Planning, Strategic Planning, Accounting, Budgets, Business Strategy, Management Consulting, Business Development, Microsoft Excel, New Business Development, Real Estate, Negotiation, Customer Service, Mortgage Lending, Investments, Leadership, Portfolio Management, Capital Markets, Structured Finance, Asset Management, Financial Modeling, Finance, Fixed Income, Trading, Valuation
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2010
BS, Engineering
WHRHS
DeVry University July 2010 - Present
Wealth Financial Group March 2010 - June 2010
AGT Tax & Insurance Services August 2007 - October 2009
Gap Inc./Old Navy December 2004 - July 2007
Skills
Customer Service, Microsoft Office, Event Planning, Social Media, Social Networking, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Team Building
Education
Illinois Center for Broadcasting-Lombard Campus 2011 — 2012
Radio, Television, and Digital Communication
University of Iowa 2001 — 2003
Bachelor’s Degree, Journalism and Mass Communication/Business
College of DuPage 1998 — 2000
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies