Wealth Financial Group

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Wealth Financial Group Employees

Employee
Years
Job
Industry
Gabriel Lewit Gabriel Lewit Greater Chicago Area Details
Gabriel Lewit's Wealth Financial Group Experience May 2006 - Present
Job President at Wealth Financial Advisory Services
Industry Financial Services
Experience
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

Jennifer Eberwein Jennifer Eberwein Schaumburg, Illinois Details
Jennifer Eberwein's Wealth Financial Group Experience March 2012 - March 2013
Job Sr. Financial Analyst at Verizon Wireless
Industry Telecommunications
Experience
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

Jenn Totten Jenn Totten Algonquin, Illinois Details
Jenn Totten's Wealth Financial Group Experience July 2012 - January 2014
Job Licensing & Business Director at United Advisors Financial Marketing Organization
Industry Insurance
Experience
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

Michelle Regner Michelle Regner Greater Chicago Area Details
Michelle Regner's Wealth Financial Group Experience April 2012 - October 2013
Job at
Industry Financial Services
Experience
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

Steve Lewit Steve Lewit Greater Chicago Area Details
Steve Lewit's Wealth Financial Group Experience June 1992 - Present
Job Owner, Wealth Financial Group
Industry Financial Services
Experience
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

Trish Overton Trish Overton United States Details
Trish Overton's Wealth Financial Group Experience 2011 - 2012
Job Vice President of Operations
Industry Financial Services
Experience
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

Thomas M Flowers Thomas M Flowers Greater Chicago Area Details
Thomas M Flowers's Wealth Financial Group Experience September 1991 - Present
Job Wealth Financial Group Tax Advisory 8474993335
Industry Financial Services
Experience
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

Jordan Flowers Jordan Flowers Greater Chicago Area Details
Jordan Flowers's Wealth Financial Group Experience June 2007 - Present
Job Wealth Financial Group Tax Advisory 8474993336
Industry Financial Services
Experience
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

Noelle Moreno Noelle Moreno Denver, Colorado Details
Noelle Moreno's Wealth Financial Group Experience June 2013 - May 2014
Job Event Planner
Industry Events Services
Experience
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

Lynette Wilson Lynette Wilson Austin, Texas Area Details
Lynette Wilson's Wealth Financial Group Experience November 2011 - July 2012
Job Accountant with Senior Care Centers LLC
Industry Accounting
Experience
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

Shanon Askew Shanon Askew Greater Chicago Area Details
Shanon Askew's Wealth Financial Group Experience October 2010 - September 2011
Job VP of Annuity Sales at United Advisors
Industry Financial Services
Experience
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

Bill Senese Bill Senese Greater Denver Area Details
Bill Senese's Wealth Financial Group Experience September 2010 - April 2013
Job Division Manager West at RB
Industry Consumer Goods
Experience
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

Janki Patel Janki Patel Greater New York City Area Details
Janki Patel's Wealth Financial Group Experience September 2009 - June 2010
Job Equity Research Analyst at Bank of America Merrill Lynch
Industry Investment Management
Experience
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

Scott Gentry Scott Gentry Chattanooga, Tennessee Area Details
Scott Gentry's Wealth Financial Group Experience 2009 - February 2015
Job Seller Specialist for Mark Hite Team at Keller Williams Downtown Chattanooga
Industry Financial Services
Experience
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

Brad Eisenberg Brad Eisenberg Raleigh-Durham, North Carolina Area Details
Brad Eisenberg's Wealth Financial Group Experience December 2009 - June 2013
Job Guidance Support Specialist at Fidelity Investments
Industry Financial Services
Experience
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

Chris Matinho Chris Matinho Greater New York City Area Details
Chris Matinho's Wealth Financial Group Experience December 2008 - January 2011
Job Fixed Income Trader at Logan Circle Partners (Fortress)
Industry Financial Services
Experience
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

Alex Kleinwachter Alex Kleinwachter Greater Chicago Area Details
Alex Kleinwachter's Wealth Financial Group Experience March 2010 - June 2010
Job Team Lead, Online Student Finance at DeVry University
Industry Financial Services
Experience
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