Whitnell & Company
Industry: Company
DescriptionParent organization: Associated Trust Company, National Association Subsidiary: Whitnell & Co, Asset Management ArmFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportWhitnell & CoWebsiteDirections Saved (0) Saved Save 1 Google review Association or organization Address: 701 Harger Rd # 190, Oak Brook, IL 60523 Phone: (630) 575-2300: : : : Website: : Place name: : Category: Hours: Website: https://www.whitnell.com/ Category: Association or organization Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Whitnell & Co Posting publicly on the Web Write a review Reviews 1 Google review
Whitnell & Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Whitnell & Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Whitnell & Company Employees
First Trust September 2013 - Present
One North Interactive / Thomson Reuters August 2011 - September 2013
Scottrade December 2009 - May 2011
Whitnell & Company 2011 - 2011
Skills
Financial Analysis, Accounting, Microsoft Office, Finance, Microsoft Excel, Analysis, Pivot Tables, Technical Analysis, Project Management, Software Project..., CRM, Management, Consulting, Business Development, Budgets, PowerPoint
Education
Palm Beach Atlantic University 2007 — 2011
Finance, Finance, Accounting, Economics
Whitnell & Company October 2005 - Present
Skills
Mutual Funds, Investments, Wealth Management, Alternative Investments, Investment Strategies, Strategy, Leadership, Management, Portfolio Management, Financial Analysis
Education
Iowa State University 2000 — 2004
Bachelors, Finance
Kuhn Financial 2013 - Present
Whitnell & Company 2011 - 2013
Northwestern Mutual 2010 - 2011
Kuhn Financial 2006 - 2010
Education
Northwestern University 2009 — 2010
CFP, Certified Financial Planner
University of Illinois at Urbana-Champaign 1999 — 2003
CareerBuilder.com October 2014 - Present
CareerBuilder.com June 2013 - October 2014
Blu Cypress Capital February 2012 - February 2013
Andrie Trading Companies September 2009 - March 2012
Andrie Trading Companies February 2008 - September 2009
Andrie Trading Companies April 2007 - February 2008
Andrie Trading Companies April 2006 - April 2007
Andrie Trading Companies May 2005 - April 2006
Whitnell & Company May 2004 - August 2004
Education
Miami University 2001 — 2005
Bachelor of Science in Business
Benet Academy 1997 — 2001
Paradigm Wealth Management, LLC February 2013 - Present
Whitnell & Company February 2012 - August 2012
Charles Schwab January 1996 - June 2011
Kidder Peabody 1981 - 1996
Skills
Wealth Management, Strategic Financial..., High Net Worth..., Asset Allocation, Retirement Planning, Estate Planning, Portfolio Management, Banking, ETFs, Mutual Funds
Education
College for Financial Planning 1998 — 2000
CFP Professional Education Program
Quinlan School of Business, Loyola University Chicago 1987 — 1990
MBA, Finance
Illinois State University
Bachelor of Science, Finance
Thornridge High School
Whitnell & Company December 2011 - Present
Resource One January 2007 - April 2010
HomeDirect, USA October 2005 - May 2009
Education
College of DuPage 2012 — 2012
College for Creative Studies 1997 — 2002
BFA, Illustration and Graphic Design
Old Second National Bank May 2013 - Present
Whitnell & Company August 2010 - July 2012
Opportunity Enterprises, Inc. 2003 - 2010
BMO Harris Private Banking November 1999 - April 2009
Mercantile National Bank Of Indiana 1999 - 2004
Skills
Wealth Management, Value Investing, Portfolio Management, Investments, Investment Management, Mutual Funds, Asset Managment, Financial Modeling, Financial Analysis, Asset Allocation, Security Selection, Department Management, Project Management, Building Relationships, Business Networking, Fixed Income, Asset Management, Securities, Risk Management, Finance, Management, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
M.B.A., finance
Indiana University - Kelley School of Business
B.S., Business Administration
University of Southern California
Undergraduate Studies
Slayton Lewis August 2015 - Present
Balasa Dinverno Foltz LLC November 2010 - June 2015
Whitnell & Company April 2006 - September 2008
Morgan Stanley August 1999 - November 2005
Skills
Portfolio Administration, Customer Service, CRM Databases, APX, Advent, Microsoft Office, Junxure, Portfolio Center, QuickBooks, Investments, Community Outreach, Event Planning, Public Speaking
Education
Eastman School of Music 1993 — 1996
MM, Performance & Literature/Opera
University of Rochester 1988 — 1996
Eastman School of Music 1988 — 1993
BM, Education and Performance
Claymount Americas Corp June 2015 - Present
Millennium Pharmacy Systems September 2012 - December 2014
Resource 1 March 2012 - June 2012
Whitnell & Company December 2011 - March 2012
Gimbel, Abrams + Singer November 2003 - October 2011
R.J. Augustine and Associates, CPA's January 1998 - November 2003
Skills
Financial Reporting, Auditing, Payroll, GAAS, Tax Preparation, Corporate Tax, Mergers, Bank Reconciliation, Accounting, US GAAP, GAAP, QuickBooks, Financial Statements, Financial Audits, General Ledger, Internal Controls, Mergers, Tax
Education
Northern Illinois University 1993 — 1997
BS, Accountancy, Art - Design Minor
Self-employed October 2012 - Present
Whitnell & Company September 2007 - September 2012
Ryan Financial Advisory Services Ltd. January 1998 - September 2007
Skills
Certified Financial..., Chartered Financial..., Certified Public..., Personal Financial...
Education
DePaul University 1975 — 1977
Master of Taxation, Taxation
DePaul University 1969 — 1973
Bachelor of Accountancy, Accounting and Finance