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Jill Kubek
Daily Money Manager at The Solution Source for Seniors, LLC
Jill Kubek is a seasoned financial expert with 17 years of experience, holding leadership positions at The Solution Source for Seniors, LLC and First Wisconsin Bank, with an MBA from Kellogg Graduate School of Management and a BBA from University of Wisconsin Madison.
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Location
Middleton Town, Wisconsin, United Sta...
Skills
- Financial Analysis
- Retirement
- Strategic Financial Planning
- Long Term Care
- Finance
- Show all
Bio
Generated by
Topline AI
Jill Kubek is a seasoned financial expert with 17 years of experience as a Daily Money Manager at The Solution Source for Seniors, LLC. Her tenure at Huttleston Associates, Inc, spanning 6 years, showcases her versatility in managing Special Projects. Prior to that, she held the position of Vice President at First Wisconsin Bank for 9 years, demonstrating her leadership capabilities.
Throughout her career, Jill has developed a strong foundation in finance, strategic planning, and program management. Her expertise in financial analysis, advisory, and planning has been complemented by her experience in community outreach and budgeting. She holds an MBA from the prestigious Kellogg Graduate School of Management and a BBA from the University of Wisconsin Madison.
As a seasoned professional, Jill has honed her skills in finance, marketing, and management, making her a valuable asset to any organization. Her extensive experience and education have equipped her with the expertise to provide strategic financial planning, long-term care, and retirement solutions.
Experience
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Daily Money Manager
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2007 - Present
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Manager of Special Projects
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2000 - 2006
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First Wisconsin Bank
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Greater Milwaukee Area
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Vice President
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1982 - 1991
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Greater Milwaukee Area
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Education
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Kellogg Graduate School of Management
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Univeristy of Wisconsin Madison
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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