Top Investment Representatives in Greater Chicago Area
Lisa McPherson
AAMS, Financial Advisor
Greater Chicago Area
AAMS, Financial Advisor
Financial Advisor, AAMS
Investment Representative
Financial Advisor
Senior Advisor
Elmhurst College
Roosevelt University
Recommendations: 12
Asset Management
Securities
Insurance
Funding
Customer Relations
Microsoft Office
Asset Managment
Customer Service
s****[email protected]
Fred Cadena
Delivery Manager / Senior Solutions Architect, Salesforce Business Unit
Greater Chicago Area
Delivery Manager / Senior Solutions Architect, Salesforce Business Unit
Vice President
Investment Representative
Manager
Service Manager
Operations Manager
Northwestern University
The Johns Hopkins University
Udacity
DePaul University
Eastern Oregon University
Recommendations: 5
Data Science
Strategy
Problem Solving
Problem Identification
Salesforce.com Certified Administrator
Salesforce.com implementation
Machine Learning
Leadership
f*****@fredcadena.com
f****[email protected]
P.J. McLaughlin
Regional Sales Manager - North Central
Greater Chicago Area
Regional Sales Manager - North Central
Regional Sales Manager- Midwest
Midwest Territory Manager
Director of Sales, Managed Conference Services
National Account Manager
Sales Executive
Investment Representative
Synergetic Audio Concepts
Eastern Illinois University
Recommendations: 5
Sales Operations
Team Leadership
Retail
Selling
Key Account Management
Project Management
Sales Presentations
Sales Process
p****[email protected]
p****[email protected]
Jeffrey Freeze
VP of Operations
Greater Chicago Area
VP of Operations
Town Councilman 3rd District
Treasurer
Vice President/ Secretary-Treasurer
Commissioner
Owner
President of Advisory Plan Commission
Operations Manager
Investment Representative
Indiana University
Recommendations: 5
Team Building
Cash Flow
Strategic Planning
Program Management
Customer Service
Budgets
Business Strategy
Public Speaking
Brett Scheive
Attorney
Greater Chicago Area
Attorney
Attorney
Principal
Of Counsel
Portfolio Manager
Investment Representative
DePaul University College of Law
Arizona State University
Recommendations: 2
Corporate Law
Real Estate
Bankruptcy
Real Estate Transactions
Business Transactions
Commercial Real Estate
Commercial Litigation
Litigation
b****[email protected]
Cornell Lurry
Vice President, Community Investment Representative
Greater Chicago Area
Vice President, Community Investment Representative
Vice President Of Direct Sales
University of St. Francis
Chaminade University of Honolulu
Joliet Junior College
Joliet Township West High
Recommendations: 0
Small Business Lending
Cross Selling
Commercial Lending
Loans
Credit
Banking
Mortgage Lending
Loan Origination
c****[email protected]
Saima Rajjani
Investment Representative
Greater Chicago Area
Investment Representative
Personal Banker
Relationship Banker
Oakton Community College
Recommendations: 0
Microsoft Office
Financial Services
Training
Sales
Leadership
Notary Public
Management
Microsoft Excel
s****[email protected]
Eddy Lamarre
Writer
Greater Chicago Area
Writer
Elite Banker
Hip Hop Artist - Motivational Speaker
Social Media Manager
Charter One Bank Assistant Vice President / Senior Business Banking Officer
Business Relationship Manager
Investment Representative
Small Business Relationship Manager
Stock Broker
Compliance Officer
Vice President and Editor
Trade Desk Supervisor
Sales Representative
Olive Harvey College
Texas Southern University
Recommendations: 0
Banking
Series 63
Loans
Investments
Credit Analysis
Management
Sales
Portfolio Management
e****[email protected]
Tod Gordon
SVP & Treasurer
Greater Chicago Area
SVP & Treasurer
Vice President Corporate Funding
Managing Director
Vice President
Assistant Vice President
Bond Investment Representative
Quinlan School of Business, Loyola University Chicago
Indiana University Bloomington
Recommendations: 0
Banking
Funding
CCAR
Structured Finance
Capital Markets
Treasury Management
Liquidity Management
Fixed Income
t****[email protected]
t****[email protected]
Adrian Mendieta
Vice President / Branch Manager
Greater Chicago Area
Vice President / Branch Manager
Vice President
Investment Representative
Area Compliance Officer
Loan Officer
Vice President
Analyst
Analyst
Aurora University
Robert Morris College
Recommendations: 0
Credit
Commercial Lending
Loans
Small Business Lending
Banking
Consumer Lending
Commercial Banking
Credit Analysis
a****[email protected]
Sijo Job
Private Client Advisor-Vice President
Greater Chicago Area
Private Client Advisor-Vice President
Financial Advisor-Associate
Private Client Banker--Vice President
Business Banker-Asst Vice President
Personal Banker/Licensed Investment Representative
DePaul University
Recommendations: 0
s****[email protected]
Rob Torp
Mortgage Banker
Greater Chicago Area
Mortgage Banker
Data Scientist
Data Architect
Personal Banker - Registered Investment Representative
Data Science Manager
Consumer Research Data Scientist
Data Analyst
IT Business Development Manager
Northwestern University
Walsh College
Recommendations: 0
Data Mining
R
Python
SAS
Predictive Modeling
Predictive Analytics
Machine Learning
Statistical Modeling
r****[email protected]
Mary McConville
Demand Planner
Greater Chicago Area
Demand Planner
Operations Supervisor
Investment Representative
Director Demand Planning
Sr. Manager Demand Planning Capabilities
Demand Planning Manager
Product Supply Process Capability Manager
Demand Planning COE - System Configuration Manager
Integration Analyst - Demand Planning
Purdue University
Recommendations: 0
Demand Planning
Forecasting
SAP
Training
Continuous Improvement
Integration
Cross-functional Team Leadership
m****[email protected]
Steve Mulligan
Company Name
Gibson Electric & Technology Solutions
Greater Chicago Area
Company Name
Gibson Electric & Technology Solutions
Investment Representative
Laborer - Local 4 Union Member
St. Joseph's College (IN)
Benet Academy
Recommendations: 0
Construction
Budget
Project Management
Contract Negotiation
Process Scheduler
Strategic Planning
Construction Management
Team Building
s****[email protected]
Kenneth DeMarco
Vice President Business Development Manager
Greater Chicago Area
Vice President Business Development Manager
Vice President - Regional Sales Associate
Regional Sales Manager
Investment Representative
University of Illinois at Urbana-Champaign
Recommendations: 0
k****[email protected]
Brian Lewis
Senior Vice President, Senior Relationship Manager
Greater Chicago Area
Senior Vice President, Senior Relationship Manager
Senior Investment Manager Liaison
Investment Representative - Licensed Series 6 & 63
University of Iowa
Harry A. Burke High School
Recommendations: 0
Equities
Investments
Portfolio Management
Financial Analysis
Due Diligence
Trading
Series 63
ETFs
b****[email protected]
Chris DeMale, CFA
SVP, Investment Consultant
Greater Chicago Area
SVP, Investment Consultant
Vice President
Regional Sales Director
Retirement Plan Sales
Regional Associate
Investment Representative
DePaul University - Charles H. Kellstadt Graduate School of Business
Vanderbilt University
Recommendations: 0
Series 7
Series 63
Alternative Investments
Mutual Funds
Asset Allocation
Wealth Management
Securities
Hedge Funds
c****[email protected]
Shaun Hoover
Account Executive
Greater Chicago Area
Account Executive
Inside Sales Representative - Chicago Mid-Market
Business Development Representative
Assistant Vice President - Investment Counselor
Financial Advisor
Investment Representative
East Carolina University
Recommendations: 0
Sales
Cold Calling
Investments
Salesforce.com
Cloud Computing
Relationship Management
Direct Sales
Account Management
h****[email protected]
h****[email protected]
Jeff Eckmann
Business Analyst
Greater Chicago Area
Business Analyst
Analytics Developer
Analyst
Junior Analyst
Senior Analyst
Analyst
Investment Associate
Investment Representative
Northwestern University
Southern Methodist University - Cox School of Business
Recommendations: 0
Analytics
Data Analysis
Project Management
Business Analytics
SAS
SQL
Software Development
Databases
j****[email protected]
Salvador Verduzco
Site Acquisition Specialist
Greater Chicago Area
Site Acquisition Specialist
Sr. Site Acquisition Associate
Contract Review Attorney
Associate Attorney
Associate Attorney
Service Desk Attendant
Domestic Violence Legal Intern
Coles Fellow Legal Intern
Certified Tax Assistant
Sales Service Representative/Field Sales Representative
Relationship Banker and Investment Representative
Guest Services Attendant
Valparaiso University School of Law
Purdue University Calumet
Recommendations: 0
s****[email protected]
Thomas B. Bruce
Vice President
Greater Chicago Area
Vice President
Investment Representative
University of Illinois at Urbana-Champaign
Recommendations: 0
t****[email protected]
Joe Grandis
Senior Portfolio Strategist - Vice President
Greater Chicago Area
Senior Portfolio Strategist - Vice President
Investment Research Analyst
Portfolio Manager - Vice President
Investment Representative
Collections Representative
Foreclosure Accountant
The University of Chicago
University of Northern Iowa
Recommendations: 0
Portfolio Management
Asset Allocation
Investments
Alternative Investments
Equities
Hedge Funds
Mutual Funds
Investment Strategies
j****[email protected]
Phillip Sitar, CFP®, CRPC, MBA
Financial Advisor
Greater Chicago Area
Financial Advisor
Investment Representative
Senior Financial Analyst Corporate Planning
Senior Accountant
Senior Financial Analyst
Accounting Rotational Business Associate
Casino Shift Manager
Loyola University Chicago
DePaul University
Northern Illinois University
Recommendations: 0
p****[email protected]
Steve Edwards
Vice President / Retail Regional Manager
Greater Chicago Area
Vice President / Retail Regional Manager
Investment Representative / Assistant Vice President
Assistant Vice President / Financial Center Manager III
Preferred Banker / Assistant Vice President
Assistant Vice President / Financial Center Manager
Aurora University
Quincy University
Marmion Academy
Recommendations: 0
Banking
Loans
Finance
Retail Banking
Leadership
Credit
Commercial Lending
CRM
e****[email protected]
Sylvia Bishen%28CIPD Assoc%29
Maternity leave
Greater Chicago Area
Maternity leave
HR Generalist
Hr Administrator
Investment Representative
The Manchester Metropolitan University
Ahmadu Bello University
Recommendations: 0
Banking
Business Strategy
Investments
Equities
Management
Strategic Planning
Wealth Management
Business Development
a****[email protected]
Dave Olesen
Partner/Wealth Manager
Greater Chicago Area
Partner/Wealth Manager
Investment Representative
University of Iowa
Recommendations: 0
Retirement Planning
Investments
Mutual Funds
Insurance
Strategic Financial Planning
Financial Advisory
Commodity Markets
Estate Planning
d****[email protected]
Mike Savitch
Sales Consultant- Heartland Division United Off Premise General Market
Greater Chicago Area
Sales Consultant- Heartland Division United Off Premise General Market
District Sales Manager
Account Executive
Investment Representative
Account Executive
Retail Sales Manager
Eastern Illinois University
Illinois Valley Community College
Recommendations: 0
Account Management
Sales Management
Pricing
Retail
Merchandising
B2B
Customer Service
New Business Development
m****[email protected]
Jennifer (Steffek) Kourlesis
Area Brand Manager | Regional Visual Merchandise Manager
Greater Chicago Area
Area Brand Manager | Regional Visual Merchandise Manager
Visual Merchandising Manager I District Lead
Visual Co Manager
Store Manager
Visual Co Manager
Assistant Manager
Visual Specialist
Investment Representative
Southern Illinois University, Carbondale
Recommendations: 0
Visual Merchandising
New Store Openings
Store Operations
Driving Results
Loss Prevention
Merchandising
Store Management
Retail
j****[email protected]
