World Equity Group

Description

Address: 1650 N Arlington Heights Rd # 100, Arlington Heights, IL 60004 Hours: Closed ⋅ Opens 8:30AM Friday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (847) 342-1700Website: Category: : : : : Place name: : : Website: https://www.worldequitygroup.com/ Category: Financial Planner 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. 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 World Equity Group Inc Posting publicly on the Web Write a review Reviews 2 Google reviews

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World Equity Group Employees

Employee
Years
Job
Industry
Lawrence Marcus Lawrence Marcus San Francisco, California Details
Lawrence Marcus's World Equity Group Experience November 2012 - Present
Job Senior Investment Advisor at World Equity Group
Industry Financial Services
Experience
World Equity Group   November 2012 - Present

Skills
Investments, Equities, Portfolio Management, Asset Managment, Wealth Management, Corporate Finance, Financial Analysis, Asset Allocation

Education
University of Michigan   1974 — 1976
MBA, Finance

University of California, Santa Barbara   1972 — 1974
Bachelor of Arts (B.A.), Economics

Colgate University 1970-1972   1970 — 1972
Bachelor of Arts (B.A.), Economics

Ryan Carey, CRC, PPC Ryan Carey, CRC, PPC Greater Chicago Area Details
Ryan Carey, CRC, PPC's World Equity Group Experience November 2014 - Present
Job Financial Advisor at World Equity Group
Industry Financial Services
Experience
World Equity Group   November 2014 - Present
Carey & Thornton, Inc.   January 2006 - Present
J.W. Cole Financial, Inc.   June 2006 - November 2014
World Equity Group   2014 - 2014
World Equity Group   2014 - 2014

Skills
Accounts Receivable, Portfolio Management, Finance, General Ledger, Payroll

Education
Illinois State University   2003 — 2005
Bachelors, Finance

Forester Instituto Internacional   2003 — 2003
NA, Foreign Language

Joliet Junior College
AS, Business

MCHS   1998 — 2001

Keller Graduate School of Management of DeVry University
Financial Analysis

Schuyler Tully Schuyler Tully New York, New York Details
Schuyler Tully's World Equity Group Experience November 2008 - November 2011
Job Investment Associate at Paulson Investment Co.
Industry Financial Services
Experience
Paulson Investment Co.  November 2014 - Present
Aegis Capital  November 2012 - October 2014
Joseph Gunnar & Co, LLC   November 2011 - November 2012
World Equity Group   November 2008 - November 2011
Kovack Securities  January 2009 - June 2009
Laidlaw & Company  May 2007 - November 2008
Allan Gershowitz Sec. Corp   May 2004 - September 2004

Skills
IT Management, Financial Analysis, Investments, Wealth Management, Financial Planning, Portfolio Management, Retirement Planning, Equities, Strategic Financial..., Risk Management, Series 7, Securities, Fixed Income, Alternative Investments, Finance, Bloomberg

Education
University of Rhode Island   2003 — 2007
Bachelor of Arts, Economics

Cold Spring Harbor High School (2003)   2000 — 2003

Scott Dempsey Scott Dempsey Greater New York City Area Details
Scott Dempsey's World Equity Group Experience May 2009 - August 2009
Job AVP at USBank Fund Services (Formerly Alternative Investment Solutions)
Industry Financial Services
Experience
U.S. Bank   November 2012 - Present
AIS Fund Administration  March 2011 - November 2012
World Equity Group   May 2009 - August 2009

Skills
Social Media Marketing, Microsoft Office, Hedge Funds, Data Analysis, Bloomberg, Accounting, Social Networking, Outlook, PowerPoint, Financial Analysis, Customer Service, Microsoft Word, Facebook, Access, Microsoft Excel, Management, Social Media

Education
University of Rhode Island   2006 — 2010
BA, Economics

Robert Walter Robert Walter Greater Chicago Area Details
Robert Walter's World Equity Group Experience 2008 - Present
Job Vice President Business Development at World Equity Group
Industry Financial Services
Experience
World Equity Group   2008 - Present
Regal Securities   1998 - 2008
Olde  1994 - 1998

Skills
Risk Management, Trading, Equities, Investment Advisory, Brokerage, Financial Services, FINRA, Business Development, Hedge Funds, Investments, Financial Advisory, Securities, Series 63, Retirement Planning, Fixed Income, Options, Asset Management, Finance, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Financial Analysis, Series 24, Financial Markets, Mergers & Acquisitions, Trading Systems, Wealth Management, Alternative Investments, Strategic Financial..., Derivatives, Capital Markets, Asset Managment, Equity Trading, Electronic Trading

Education
Northern Illinois University   1992 — 1994
BS, Finance

Wesley Gross Wesley Gross Franklin Square, New York Details
Wesley Gross's World Equity Group Experience October 2005 - April 2007
Job Unemployment Tax Analyst at Barnett Associates, Inc
Industry Management Consulting
Experience
Barnett Associates, Inc  June 2007 - Present
World Equity Group   October 2005 - April 2007
Modell's Sporting Goods  November 2004 - September 2005

Skills
Auditing, Analysis, Microsoft Excel, Unemployment Claims, Series 7, Series 63, PowerPoint, Client Service Oriented, Financial Analysis, Sales, Public Speaking, Marketing, Accounting, Microsoft Word, Portfolio Management, Strategic Planning, Social Networking

Education
SUNY Albany   2000 — 2004
Bachelor of Arts (B.A.), Economics

Andy Wells Andy Wells Houston, Texas Area Details
Andy Wells's World Equity Group Experience August 2009 - December 2011
Job Partner, Portfolio Manager at Saracen Capital, LP
Industry Financial Services
Experience
Saracen Capital, LP   June 2011 - Present
CN Luxury Resorts, Inc.   2007 - Present
World Equity Group   August 2009 - December 2011
CapNet Securities Corporation   February 2001 - September 2008

Skills
Hedge Funds, Hospitality, Investment Banking, Securities, Due Diligence, Capital Markets, Equities, Fixed Income, FINRA, Derivatives, Investor Relations, Alternative Investments, Brokerage, Commodity, Capital, Asset Management, Options, Trading, Investments, Investment Strategies, Financial Modeling, Proprietary Trading, Asset Allocation, Mutual Funds, Series 7, Bonds, Valuation, Strategy, Mergers & Acquisitions, Portfolio Management, Financial Markets, Bloomberg, Risk Management, Private Equity, Emerging Markets, Private Placements, Financial Analysis, Series 63, Financial Structuring, Investment Management, Trading Strategies, Trading Systems, Venture Capital, Wealth Management, Commodity Markets, Investment Advisory, Structured Finance, Funding, Management, Finance

Education
University of St. Thomas (TX)   1998 — 1999
CFP Candidacy, Finance

Stephen F. Austin State University   1987 — 1991
Bachelor of Science (BSc)

Rich Babjak,ChFC, CLU,CFS,RFC Rich Babjak,ChFC, CLU,CFS,RFC Greater Chicago Area Details
Rich Babjak,ChFC, CLU,CFS,RFC's World Equity Group Experience June 1997 - Present
Job President Broker Dealer at World Equity group
Industry Financial Services
Experience
World Equity group   June 1997 - Present

Skills
Full Service..., Retirement Planning..., Risk Management..., Strategic Financial..., Risk Management, Investments, Series 7, Wealth Management, Alternative Investments, Retirement Planning, Financial Markets, 401k, Series 63, Investment Advisory, Asset Managment, Mutual Funds, Securities, Portfolio Management, Fixed Annuities, Asset Allocation, Equities, Retirement, Fixed Income, Estate Planning, Investment Strategies, Financial Advisory, Wealth Management..., IRAs, Insurance

Education
The American College   1991 — 1994
ChFC, CLU, Chartered Financial Consultant, Chartered Life Underwriter

Wayne State University   1986 — 1988
MBA, Marketing/Finance

North Central College   1981 — 1985
BA, Marketing/Psychology

Benet Academy   1978 — 1981

Barry N. Link Barry N. Link Greater Chicago Area Details
Barry N. Link's World Equity Group Experience 2005 - 2011
Job President at LDS Wealth Advisors, Ltd.
Industry Financial Services
Experience
LDS Wealth Advisors, Ltd.   November 1982 - Present
NAIFA  1976 - Present
First Financial Resources  2005 - 2011
World Equity Group   2005 - 2011
FFR  2005 - 2011
Wealth Planning and Management, Inc.   1982 - 2011
LDS Wealth Advisors   1982 - 2010

Skills
Estate Planning, Wealth Management, Retirement Planning, Financial Planning, Disability Insurance, Long Term Care, Annuities, Insurance, Wealth Preservation, IRA's, Wealth, Annuity, 401k, Asset Protection, Insurance Planning, Retirement, Wealth Accumulation, Roth IRA, Term Life Insurance, Long-term Care, Retirement Income..., Investment Advisory, Investments, Asset Allocation, Pensions, Strategic Financial..., Fixed Annuities, IRAs, Wealth Management..., Underwriting, Finance, Life Insurance, Financial Goals, Financial Planners, Series 63, Financial Advisory, Investment Strategies, 401k Rollovers, Securities, High Net Worth..., Mutual Funds, Universal Life, Long Term Care Insurance, Whole Life, Personal Finance, Alternative Investments, Series 6, Critical Illness, Investment Management, Series 7

Education
American College   1982 — 1985
CLU,ChFC,CASL, Insurance, Finance, Senior Planning

Miami University   1966 — 1971
BA, MS, Psychology

Dennis Ryan Dennis Ryan Greater Chicago Area Details
Dennis Ryan's World Equity Group Experience 2011 - Present
Job Financial Advisor at World Equity Group
Industry Financial Services
Experience
World Equity Group   2011 - Present
American Mortgage Consultants, Inc.   2005 - 2011
Ryan Law Office, Ltd.   1997 - 2005

Skills
Estate Planning, Retirement Planning, Strategic Financial..., Mortgage Lending, Due Diligence, Securities, Investment Strategies, Investment Management, Series 7, Retirement, Finance, Strategy, College Savings Plans, Wealth Management, Asset Allocation, Mutual Funds, Alternative Investments, Financial Markets, 401k Rollovers, Investments, Portfolio Management, 401k, IRAs, Financial Risk..., Public Speaking, Investment Advisory, Asset Management, Insurance, Financial Advisory, ETFs, Financial Planners, Risk Management, Equities, Fixed Income, Life Insurance, Trust Management, Succession Planning, Financial Planning

Education
University of Notre Dame - Mendoza College of Business
MBA

Chicago-Kent College of Law, Illinois Institute of Technology
JD

University of California, Berkeley
BA

Libertyville High School

Nick DeGrazia Nick DeGrazia Chicago, Illinois Details
Nick DeGrazia's World Equity Group Experience June 2011 - February 2013
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  December 2014 - Present
Guggenheim Partners  February 2013 - December 2014
World Equity Group   June 2011 - February 2013
Theta Chi Fraternity - Alpha Iota Chapter   August 2010 - February 2011
Chicago Board of Trade, Kerstein Brokerage   May 2010 - August 2010

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Access, Microsoft Word, Customer Service, Data Analysis, Leadership, Project Management, Market Research, Investments, Finance, Business Analysis, Portfolio Management

Education
Indiana University Bloomington   2008 — 2012
Bachelor of Science, Economics

Krista Huba Krista Huba Greater Chicago Area Details
Krista Huba's World Equity Group Experience May 2012 - July 2015
Job Program Manager at Benedictine University
Industry Human Resources
Experience
Benedictine University  July 2015 - Present
World Equity Group   May 2012 - July 2015
Bob Jones University  August 2011 - May 2012
Coach  May 2011 - August 2011
Bob Jones University  June 2010 - August 2010

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Coordinating Events, Data Entry, MS Project, Outlook, Customer Service, Human Resources, Training, Communication, Compensation & Benefit

Education
Bob Jones University   2008 — 2012
Bachelor's Degree, Business and Technology / HR

Jeffrey Farrell CRPC® Jeffrey Farrell CRPC® Point Pleasant Beach, New Jersey Details
Jeffrey Farrell CRPC®'s World Equity Group Experience October 2010 - Present
Job Financial Professional
Industry Financial Services
Experience
World Equity Group   October 2010 - Present
Buy Me Insurance   January 2012 - Present
United Way of Ocean County  2009 - 2013
Ameriprise Financial  August 2006 - October 2010
Smith Barney  June 1998 - August 2006
Barron & Chase   1997 - 1998

Skills
Fixed income, Portfolio Management, Financial Analysis, Personal Financial..., Insurance, Fixed Income Portfolio..., Fixed Income, Wealth Management, Strategic Financial..., Finance, Investments, Retirement, Financial Advisory, Investment Advisory, Retirement Planning, Series 7, Securities, Small Business, Financial Services, Investment Strategies, Series 63, Asset Allocation, Mutual Funds, 401k, Financial Planning

Education
Florida Metropolitan University

Emilie Benda Emilie Benda Greater Chicago Area Details
Emilie Benda's World Equity Group Experience March 2014 - Present
Job Compliance Associate at World Equity Group
Industry Financial Services
Experience
World Equity Group   March 2014 - Present
United Nations Association of Greater Philadelphia  February 2011 - May 2011

Skills
Political Science, Policy Analysis, Analysis, Social Media, International Relations, Politics, Time Management, Community Outreach, Writing, Organization, Pragmatics, European History, American Politics, Political Philosophy, Comparative Politics, Teamwork, Fundraising, International Political..., Political Campaigns, Public Policy, Speech Writing, Political Communication, Human Rights, Grassroots Organizing, Foreign Policy, Community Organizing, Government, Economic Development, Qualitative Research, Policy, Problem Solving, Regulatory Compliance

Education
Temple University   2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government, Economics, 3.6 GPA

Evanston Township High School   2005 — 2009

Deborah Yeats, CFP®, AEP® Deborah Yeats, CFP®, AEP® Greater Denver Area Details
Deborah Yeats, CFP®, AEP®'s World Equity Group Experience 2002 - October 2009
Job Senior Wealth Manager at Gold Medal Waters
Industry Financial Services
Experience
Gold Medal Waters   October 2009 - Present
World Equity Group   2002 - October 2009
Edward Jones  2000 - 2002
Prudential Properties Northwest   1982 - 1999

Skills
Retirement Planning, Wealth Management, Investments, Investment Advisory, Financial Advisory, Strategic Financial..., Retirement, Portfolio Management, Wealth, Securities, Financial Services, Finance, Small Business, Equities, Certified Financial...

Education
University of Colorado at Boulder
Bachelor of Arts and Science

Metropolitan State University of Denver
Bachelor of Education (BEd), Elemantary

College for Financial Planning
Certified Financial Planner Graduate coursework

Edie Saville Edie Saville Houston, Texas Details
Edie Saville's World Equity Group Experience April 2014 - Present
Job Branch Manger at World Equity Group
Industry Investment Management
Experience
World Equity Group   April 2014 - Present
Saracen Capital LP (formerly Gallant Capital LP)   January 2012 - March 2014
World Equity Group   August 2009 - October 2012

Skills
Investments, Asset Managment, Wealth Management, Series 7, Series 24, Series 65, Investment Strategies, Investor Relations, Portfolio Management, Equities, Retirement, Series 63, Mergers & Acquisitions, Insurance, Life Insurance, Asset Management, Securities, Investment Management, Negotiation, Hedge Funds, Risk Management, Fixed Income, Alternative Investments, Finance, Retirement Planning, Financial Markets, Investment Advisory, Mutual Funds, Estate Planning, Brokerage, Management, Valuation, Financial Analysis, 401k, Financial Advisory, Fixed Annuities, Capital Markets, Private Equity, Strategic Financial..., Trading, Contract Negotiation

Education
Southern Methodist University
Economics with Financial Applications

Steve Crothers Steve Crothers Greater Chicago Area Details
Steve Crothers's World Equity Group Experience 2006 - Present
Job Vice President Sales and Marketing
Industry Financial Services
Experience
World Equity Group   2006 - Present

Skills
Selling, Sales Management, Training, Sales, Consulting, Management Consulting, Investments, Account Management, Wealth Management, Strategic Planning, Insurance, Recruiting, Management, Executive Search, Solution Selling, Asset Management, New Business Development, Strategy, Leadership, Strategic Financial..., Internet Recruiting, Talent Acquisition

Education
Illinois State University

Wally Avelar Wally Avelar Houston, Texas Area Details
Wally Avelar's World Equity Group Experience January 2012 - Present
Job Institutional Bond Trader / Registered Principal at World Equity Group, Inc.
Industry Investment Management
Experience
World Equity Group   January 2012 - Present
TXL Mortgage Corporation  January 2007 - December 2009

Skills
Fixed Income, Account Management, Risk Management, Investments, Bonds, Accounting, New Business Development, Financial Reporting, Portfolio Management, Series 24, Series 7, Series 63, Finance, Trading, Financial Analysis, Credit, Asset Management, Investment Strategies, Hedge Funds

Education
Texas A&M University   2002 — 2006
BS, Economics, Cum laude

Cerstin Breslin Cerstin Breslin Greater Los Angeles Area Details
Cerstin Breslin's World Equity Group Experience
Job Financial Specialist at World Equity Group
Industry Financial Services
Experience
World Equity Group  

Skills
Microsoft Office, Microsoft Excel, Strategic Planning, Customer Service

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1995 — 1998

Palo Alto High School

San Jose State University

Harold Ramsey Harold Ramsey Greater New York City Area Details
Harold Ramsey's World Equity Group Experience February 2009 - April 2011
Job Managing Director at Aegis Capital
Industry Financial Services
Experience
Aegis Capital  August 2012 - Present
John Carris Investments  February 2012 - August 2012
Joseph Gunnar & Co, LLC   April 2011 - December 2011
World Equity Group   February 2009 - April 2011
Laidlaw & Company  February 2006 - February 2009

Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, PowerPoint, Microsoft Word, Strategic Planning, Risk Management, Investments, Banking, Change Management, Business Analysis, SQL, Accounting, Management, Series 7, Securities, Finance, Series 63, Portfolio Management, Financial Modeling, Alternative Investments, Equities, Asset Management, Options

Education
Binghamton University   1999 — 2003
Financial Economics

Todd Balber, CFP Todd Balber, CFP Greater Chicago Area Details
Todd Balber, CFP's World Equity Group Experience September 1995 - April 2007
Job Owner/Partner at B&R Financial, LLC
Industry Investment Management
Experience
B&R Financial, LLC   April 2007 - Present
World Equity Group   September 1995 - April 2007

Skills
Wealth Management, Retirement Planning, Estate Planning, Series 7, Investments, Strategic Financial..., Portfolio Management, Investment Advisory, Mutual Funds, 401k, Retirement, Asset Allocation, Asset Managment, Investment Strategies, Series 63, Financial Analysis, Securities, Risk Management, Fixed Annuities, Asset Management, IRAs, Wealth Management..., Financial Advisory, Investment Management, Financial Planners, Alternative Investments, 401k Rollovers, Fixed Income, Financial Markets, Wealth, Certified Financial..., Financial Planning

Education
Indiana University Bloomington   1984 — 1988
B.S., Finance

Lucas Lichtman Lucas Lichtman Englewood Cliffs, New Jersey Details
Lucas Lichtman's World Equity Group Experience January 2007 - January 2010
Job Caldwell International
Industry Investment Banking
Experience
Caldwell International   January 2010 - November 2013
World Equity Group   January 2007 - January 2010

Skills
Portfolio Management, Finance, New Business Development, forecasting, Financial Analysis, Sales Management, Strategic Planning, Trading, Equities, Asset Management, Series 7, Series 63, Due Diligence, Market Research, Hedge Funds, Wealth Management, Traditional IRA, 401k, 401k Rollovers, Mergers & Acquisitions

Education
State University of New York at Albany   1995 — 1997

clarkstown north

clarkstown north

clarkstown north

Linda Hess Linda Hess Greater Chicago Area Details
Linda Hess's World Equity Group Experience November 1999 - Present
Job Financial Advisor at World Equity Group
Industry Financial Services
Experience
World Equity Group   November 1999 - Present
CIGNA Financial Advisors  January 1995 - November 1997
Lake County Clerk   December 1982 - November 1994
Illinois Blue Cross and Blue Shield   1979 - 1982

Skills
Retirement Planning, Retirement, Investments, Portfolio Design and..., Pensions, 403b, 401k's, 457's..., Tax Advantages..., Illinois pension..., Divorce Financial..., Real Estate Investment..., Annuities with Income..., Stocks, Bonds, ETF's,..., Traditional and ROTH..., College Planning, Life, Disability & Long..., Divorce and Widowhood..., Leadership, Management, Educational Consulting, Financial Planners, Small Business, Financial Advisory, Financial Planning, Strategic Planning, Customer Service, Public Speaking, Marketing, Team Building, Financial Analysis, Microsoft Office

Education
Virgina Tech
B.S., Child and Family Development

University of Arizona
M.S., Child and Family Development

The John Marshall Law School

Victoria Nolan Victoria Nolan Greater Chicago Area Details
Victoria Nolan's World Equity Group Experience August 2007 - Present
Job Financial Advisor at World Equity Group, Inc.
Industry Financial Services
Experience
World Equity Group   August 2007 - Present
Vision/MB financial   June 2005 - March 2007
Fifth Third Bank  September 2001 - June 2005

Skills
401k, Strategic Financial..., Series 6, Retirement Planning, Retirement, Investments, Financial Advisory, Estate Planning, Insurance, Wealth, Finance, Wealth Management..., Wealth Management, Series 63, FINRA, Financial Planners, Securities, Investment Strategies, Mutual Funds, Asset Allocation, Series 7, Series 65, Investment Advisory, Fixed Annuities, 401k Rollovers, Alternative Investments, IRAs

Education
Loyola University Chicago   1978 — 1983
BBA, Finance

Mother McAuley, Chicago   1972 — 1976
Fine/Studio Arts, General

August Wossner August Wossner Greater Chicago Area Details
August Wossner's World Equity Group Experience March 2010 - November 2012
Job Regional Supervisory Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  July 2013 - Present
Hoopis Financial Group a General Agency of MassMutual Financial Group   March 2013 - July 2013
World Equity Group   March 2010 - November 2012
IGI Chicago Style Gymnastics Meet   March 2009 - February 2012
Calamos Investments  February 2007 - January 2009
Calamos Investments  December 2004 - February 2007
The MONY Group/AXA Advisors   June 2002 - December 2004
The MONY Group  June 1999 - June 2002
The MONY Group  January 1998 - June 1999

Skills
Securities, Investments, Financial Services, Series 7, Asset Management, Insurance, FINRA, Management, Trading, Leadership, Accounting, Life Insurance, Customer Service, Accounts Payable, Security, Mutual Funds, Series 63, Wealth Management, Retirement Planning, Strategic Financial..., Series 53

Education
Le Moyne College   1982 — 1984
BS, Accounting

State University of New York at Canton   1980 — 1982
Associate's Degree, Accounting

Cicero High School   1976 — 1980

Brian Sheehy Brian Sheehy Greater Chicago Area Details
Brian Sheehy's World Equity Group Experience August 2006 - Present
Job Retirement Planning Specialist
Industry Financial Services
Experience
World Equity Group   August 2006 - Present
Royal Alliance  June 2002 - August 2006

Skills
Wealth Management, Retirement Planning, Estate Planning, Series 7, Strategic Financial..., Financial Planning, Series 63, Finance

Education
Albion College

Grosse Pointe North

John Diggins John Diggins Greater Chicago Area Details
John Diggins's World Equity Group Experience May 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
World Equity Group   May 2009 - Present
Lasalle Street Securities   February 2006 - January 2009
GreenPoint Mortgage  June 2005 - December 2005
City Staffing  March 1997 - June 2005
PJ Diggins & Associates   January 1993 - January 1997

Skills
Customer Service, Microsoft Office, Leadership, Sales, Microsoft Word, Financial Analysis, Team Building, Strategic Planning, Operations Management, Management

Education
College of DuPage   1999 — 1999
Real Estate Appraisal License, Real Estate Development

Elmhurst College   1988 — 1992
Bachelor of Arts (BA), Political Science and Government

Robert Logan Robert Logan San Antonio, Texas Area Details
Robert Logan's World Equity Group Experience September 2010 - June 2012
Job Territory Sales Representative
Industry Transportation/Trucking/Railroad
Experience
Wabash National  September 2015 - Present
Alamo Homes (TRU Factory Direct Housing)   April 2014 - September 2015
Texas Bus Sales   January 2013 - March 2014
Southwest Professional Vehicles, Inc.   July 2012 - December 2012
World Equity Group   September 2010 - June 2012
World Equity Group   September 2009 - June 2012
Securevest Financial Grop   May 2008 - September 2009
CAPNET Securities Corp.   April 2007 - May 2008
LCW Automotive Corp   May 2000 - April 2007
American Custom Coachworks, Ltd   May 1997 - May 2000

Skills
Series 63, Account Management, Securities, Customer Service, New Business Development, Project Management, Microsoft Excel, Sales Management, Management, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Outside Sales, Business Development, Fixed Income, Finance, Business Planning, Sales, Start-ups, Selling, Sales Operations, Team Building, Negotiation, Strategic Planning, Marketing, Marketing Strategy, Contract Negotiation, Strategy, Budgets, Customer Satisfaction

Education
University of Houston   1992 — 1992
Pre-law, Economics

Matthew Lovett Matthew Lovett Greater Chicago Area Details
Matthew Lovett's World Equity Group Experience May 2010 - June 2012
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

Rosie Sajjad Rosie Sajjad Arlington Heights, Illinois Details
Rosie Sajjad's World Equity Group Experience August 2004 - Present
Job Transition Manager at World Equity Group
Industry Financial Services
Experience
World Equity Group   August 2004 - Present

Education
Roosevelt University
Bachelor of Arts

Dave Crain Dave Crain Chicago, Illinois Details
Dave Crain's World Equity Group Experience April 2013 - December 2013
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

Daniel Furnback CRPC, AAMS Daniel Furnback CRPC, AAMS Greater New York City Area Details
Daniel Furnback CRPC, AAMS's World Equity Group Experience August 2012 - December 2014
Job Financial Advisor at White Cedar Capital
Industry Financial Services
Experience
White Cedar Capital   January 2015 - Present
World Equity Group   August 2012 - December 2014
Ameriprise Financial  January 2009 - June 2012

Skills
CRPC, AAMS, Wealth Management, Risk Management, Estate Planning, Cash Flow Analysis, Fundraising, Business Networking, Capital Raising, Angel Investing, Institutional Selling, Institutional Investors, Institutional..., Cash Flow, Financial Services, Investments, Finance, Strategic Financial..., Series 7, Mutual Funds, Financial Advisory, Retirement Planning, Personal Financial..., Asset Management, Asset Allocation, Financial Planning, Portfolio Management, Securities

Education
Montclair State University   2004 — 2008
Bach, Business, Management, Administration, Finance

Jeff Weglarz Jeff Weglarz Greater Chicago Area Details
Jeff Weglarz's World Equity Group Experience March 2013 - Present
Job Chief Compliance Officer at World Equity Group
Industry Financial Services
Experience
World Equity Group   March 2013 - Present
World Equity Group   May 2008 - March 2013
Northwestern Mutual  February 2007 - April 2008

Education
Trinity Christian College   2002 — 2006
BS, Business Administration

Christine LeGare Christine LeGare Aurora, Illinois Details
Christine LeGare's World Equity Group Experience March 2011 - April 2012
Job Client Development/Marketing at World Equity Group
Industry Financial Services
Experience
World Equity Group   March 2011 - April 2012
Coldwell Banker Primus  December 2006 - December 2008
Hartford Insurance/SRS Division   May 2005 - May 2006

Skills
CRM databases, Microsoft Office, Customer Service, Cashiering, Event Planning, Data Entry, Call Centers, Appointment Scheduling, Inventory Control, Expediting, Client Liaison, First Time Home Buyers, Investment Properties, Finance, Sales Operations, Real Estate, Investments, Project Management, CRM, Marketing, Selling

Education
Saddleback College
General Studies

Triton College
General Studies

Peter Kirbach, MBA Peter Kirbach, MBA Vernon Hills, Illinois Details
Peter Kirbach, MBA's World Equity Group Experience October 2004 - November 2006
Job Accounting Manager at Alma Lasers
Industry Medical Devices
Experience
Alma Lasers  July 2008 - Present
Alden Management  November 2006 - July 2008
World Equity Group   October 2004 - November 2006

Education
Eastern Illinois University   2003 — 2004
Master of Business Administration (MBA), Accounting and Business/Management

Bradley University   1999 — 2003
Bachelor of Science (B.S.), Accounting