Experience

Wealth Planning Network

• Financial Services
• 1 - 100 Employee

• Private Wealth Advisor

  • Jan 2023 - Present



Mueller Financial Services, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Advisor

  • Jul 2021 - Sep 2022



First Midwest Bank

• United States
• Banking
• 700 & Above Employee

• Financial Consultant

  • Nov 2013 - Jul 2021

  At First Midwest Financial Network, I take a holistic, comprehensive approach to create a total financial strategy custom-tailored for each individual client. I can help you define your financial independence and set a course to help get you there. First Midwest Financial Network is a division of First Midwest Bank. Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. For hyperlinks to FINRA and SIPC, please refer to links referenced in the contact section above. First Midwest Financial Network and LPL Financial are independent entities. The investment products sold through LPL Financial are not insured First Midwest Bank deposits and are not FDIC insured. These products are not obligations of First Midwest Bank and are not endorsed, recommended or guaranteed by First Midwest Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. The LPL Financial representative associated with this site may only discuss business and/or transact securities business with the residents of the following states: IL Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Show less



NB&T

• Sycamore, IL

• Assistant VP - Market Manager

  • Aug 2012 - Nov 2013



OTR Global

• United States
• Research Services
• 100 - 200 Employee

• Senior Operations Manager

  • 2008 - Dec 2011

  Managed internal finances and analyzed companies in the cyclicals sector.• Formulated annual budgets for cyclicals sector. Implemented cost cutting initiatives that led to average annual savings of 4-5%. • Drove the sector to be recognized as the leading division for revenue generation in 2007, 2008, and 2009. Delivered total revenues of $11.2 million for those three years. • Uncovered training gaps by analyzing employee workflows, using NetSuite and OpenAir software. Providing specific needs-oriented training resulted in 11% cost savings annually. Show less

• Senior Researcher, Cyclicals

  • 2002 - 2008

  Analyzed companies in the industrials, transportation & agricultural sectors.• Conducted in-depth analysis on industries and companies’ core operations. Determined which companies and industries the cyclicals sector would investigate. • Interpreted multiple Wall Street analysts’ opinions to compare against report findings. Provided pertinent information for the sales organization to position reports for clients. • Identified new trends and market opportunities, expanding research offerings into surrounding ecosystems. Resulted in roughly $250,000 of incremental business. Show less

• Manager, Research & Development

  • 1999 - 2002

  Oversaw secondary research & analysis for key clients.• Created market research discussion proposals. Defined key research objectives, examined incoming reports and addressed quality control issues. • Contributed to the expansion of European operations. Recommended initial resources required to open and staff the new office.



Harting, Inc. of North America

• Marketing Specialist

  • 1998 - 1999

  Coordinated product releases, launches & promotions. Provided market research for new opportunities.• Generated a new market opportunity with a key account, contributing a sales increase of 8% annually.• Developed strategies to better communicate the benefits of products and services to customers. Re-designed and re-wrote marketing and promotional materials.

• Product Specialist

  • 1997 - 1998

  Analyzed competitive pricing, and reported progress with major accounts.• Collaborated with sales management to improve customers’ understanding of products and applications. Delivered “features & benefits” product training to the field sales force.



American Mold Builders Association

• Roselle, Illinois

• Marketing Coordinator

  • 1996 - 1997

  Maintained & developed service offerings, and expanded membership & chapters. • Identified potential new market expansion opportunities for the association. Increased membership by 58% over the previous year. • Implemented and managed a new member database system. Eliminated redundancies by 27%. Maintained & developed service offerings, and expanded membership & chapters. • Identified potential new market expansion opportunities for the association. Increased membership by 58% over the previous year. • Implemented and managed a new member database system. Eliminated redundancies by 27%.



Wallace Computer Services, Inc.

• Naperville, Illinois

• Sales Representative

  • 1995 - 1996

  • Built a sales pipeline of 22 accounts in 10 months. Consistently exceeded corporate sales goals by achieving on average 113% of quota each month. Recognized as Chicago Southwest Sales Representative of the Month for September 1995. • Expanded the sales contract with Nalco Chemical, a national account. Created and proposed new products and services; and achieved a 2-year / $1.1 million agreement. • Built a sales pipeline of 22 accounts in 10 months. Consistently exceeded corporate sales goals by achieving on average 113% of quota each month. Recognized as Chicago Southwest Sales Representative of the Month for September 1995. • Expanded the sales contract with Nalco Chemical, a national account. Created and proposed new products and services; and achieved a 2-year / $1.1 million agreement.