Whitnell & Company

Industry: Company

Description

Parent 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

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Whitnell & Company Employees

Employee
Years
Job
Industry
Jordan Ramsland Jordan Ramsland Greater Chicago Area Details
Jordan Ramsland's Whitnell & Company Experience 2011 - 2011
Job Sales Operations Associate
Industry Information Technology and Services
Experience
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

Michael Loizzi, CFA Michael Loizzi, CFA Oak Brook, Illinois Details
Michael Loizzi, CFA's Whitnell & Company Experience October 2005 - Present
Job Vice President at Whitnell & Co.
Industry Financial Services
Experience
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

Matthew Kuhn, CFP® Matthew Kuhn, CFP® Greater Chicago Area Details
Matthew Kuhn, CFP®'s Whitnell & Company Experience 2011 - 2013
Job Wealth Management Advisor at Kuhn Financial
Industry Financial Services
Experience
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

Kevin Zindrick Kevin Zindrick Greater Chicago Area Details
Kevin Zindrick's Whitnell & Company Experience May 2004 - August 2004
Job
Industry Capital Markets
Experience
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

Peg Quinn, CFP® Peg Quinn, CFP® Greater Chicago Area Details
Peg Quinn, CFP®'s Whitnell & Company Experience February 2012 - August 2012
Job Financial Advisor at Paradigm Wealth Management, LLC
Industry Investment Management
Experience
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

Jessica Whiting Jessica Whiting Greater Chicago Area Details
Jessica Whiting's Whitnell & Company Experience December 2011 - Present
Job Financial Planning Coordinator for Wealth Management/RIA Firm
Industry Transportation/Trucking/Railroad
Experience
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

Jean M. Van Keppel, CFA Jean M. Van Keppel, CFA Greater Chicago Area Details
Jean M. Van Keppel, CFA's Whitnell & Company Experience August 2010 - July 2012
Job Senior Investment Officer at Old Second National Bank
Industry Investment Management
Experience
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

Kate Lawson Niemiec Kate Lawson Niemiec Greater Chicago Area Details
Kate Lawson Niemiec's Whitnell & Company Experience April 2006 - September 2008
Job Client Services Administrator
Industry Financial Services
Experience
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

Heather Jones, CPA, CGMA Heather Jones, CPA, CGMA Greater Chicago Area Details
Heather Jones, CPA, CGMA's Whitnell & Company Experience December 2011 - March 2012
Job Finance Manager at Claymount Americas Corp
Industry Accounting
Experience
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

Mary Kay Ryan Mary Kay Ryan Chicago, Illinois Details
Mary Kay Ryan's Whitnell & Company Experience September 2007 - September 2012
Job President/Owner
Industry Financial Services
Experience
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

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