Experience

Vantage Financial Partners Limited Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Advisor

  • Apr 2015 - Present

  Arlington Heights, IL • Becomes the trusted Financial Advisor to clients and their families • Builds relationships to develop long term financial goals with clients • Researches strategic financial planning and investment ideas • Understands unique complexities of a Corporate Executive’s compensation

• Financial Planning Analyst

  • Feb 2013 - Apr 2015

  Arlington Heights IL • Analyzes and evaluates financial status of clients • Develops planning and investment recommendations • Presents strategic recommendations during client meetings • Trains employees on “Executive Planning” initiatives

• Financial Planning Associate

  • Mar 2010 - Feb 2013

  • Supported every aspect of the financial planning process • Prepared financial plans for a team of advisors • Contributed as a member of the marketing committee • Redesigned financial planning templates/marketing material



Zurich Insurance

• Switzerland
• Insurance
• 700 & Above Employee

• Image Processor II

  • Aug 2002 - Feb 2010

  • Awarded for streamlining business/process efficiencies • Managed image processing operational functions • Trained and supervised new employees



DePaul University’s Coleman Entrepreneurship Center

• United States
• Education Administration Programs
• 1 - 100 Employee

• Business Continuity Project Leader

  • Sep 2008 - Apr 2009

  • Collaborated with Dr. Harold Welsch to develop a business plan • Identified business and university disaster risk exposures • Developed business continuity model to be used nationally • Presented model to large groups of industry professionals • Completed model for use by private consulting firm



Resource Financial Group Ltd.

• United States
• Financial Services
• 1 - 100 Employee

• Client Service Representative / Intern

  • Jul 2008 - Sep 2008

  • Assisted the fee-based boutique wealth management firm • Collaborated with client portfolio analysis and reporting • Serviced clients utilizing EMoney software • Facilitated broker-dealer transition from AIG to SSN