Experience

Vantage Financial Partners Limited Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Investment Advisor at Vantage Financial

  • Apr 2021 - Present

  Vantage Financial is an independently owned, fee-only wealth management firm located in Arlington Heights, Illinois. Our team-based approach serves Corporate Executives, High Net Worth Individuals and Families, Motivated Investors, and NextGen Connections. Founded in 1989, our relational approach to wealth management builds long-term client relationships on a foundation of compassion, trust, and openness. We are deeply connected to our clients through the strong bonds of friendship, community, and faith. Our vision is to serve you within this strong relationship, so you are empowered to make wise financial decisions that support your life priorities. Our corporate values of Integrity, Objectivity, Excellence, Professionalism, and Teamwork factor into every decision we make. Using a Relational Wealth Management approach, we connect our knowledge and experience to advanced financial planning and investment strategies to help you to take advantage of financial opportunities and avoid obstacles. Show less



Ameriprise Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Para Planner

  • Dec 2019 - Apr 2021



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Associate Financial Representative

  • Feb 2017 - Apr 2019

  ● Met with clients to gather all necessary information to create a personalized and professional financial plan. ● Provided planning and investment account recommendations based on inputs, investment strategies, and overall client goals. ● Ran client meetings and presented recommendations in a professional, honest, and straightforward environment. ● Provided recommendations and insurance illustrations when necessary. ● Daily Monitoring of investment accounts, including, purchases, sells, periodic withdrawals, deposits, and re-balancing. ● Handled brokerage account transfers, 401(k), IRA rollovers, SEP IRAs, Individual TODs, etc... ● Created multiple processes using the in-house CRM to increase efficiency and provide better service to the client base of more than 300. Show less



Vantage Financial Partners Limited Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Junior Financial Analyst

  • Jan 2013 - Jan 2017

  ● Completed month-end reconciliation and audit, adjusting investment transaction entries. ● Developed financial analysis necessary to support recommendations for financial plans. ● Monitored and reviewed co-workers' financial plans for accuracy and additional recommendations. ● Provided bi-monthly reporting for process completion, status, and potential investment opportunities. ● Created processes and templates to increase efficiency for all integrated tasks. ● Prepared investment reports for over 300 clients on a yearly basis, calculating volatility and sharpen ratio ● Tracked, recorded, and analyzed client response and plan completion used for tailoring plan involvement I contributed to our plan development in the role of Junior Analyst. Through excellent interview skills and spot on communication, I gathered the necessary client data to begin the plan preparation. That data was then distributed into various software programs and templates in preparation for analysis. Analysis of the data is where opportunities and possibilities are found and value is provided the client in the planning process. As a Junior Analyst I contributed analysis for those clients with simplified financial structures. Working directly with our planning teams analysts and relationship managers, I am afforded the opportunity to continue improving my analytical skills and move further in development toward my goal of becoming a relationship manager. Show less

• Administrative Associate

  • May 2009 - Jan 2013