Resumes
Resumes
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Associate Director, Family Education And Governance
View pageLocation:
Chicago, IL
Industry:
Financial Services
Work:
Northern Trust Wealth Management
Associate Director, Family Education and Governance
State Farm Next Door Apr 2013 - Jun 2016
Financial Coach
Trebuchet Financial Group 2009 - Apr 2013
Trader
Abn Amro Bank N.v. Oct 2004 - Apr 2007
Senior Associate, Investment Banking
Aon Re Services Mar 2003 - Oct 2004
Catastrophe Modeling, Risk Analyst
Associate Director, Family Education and Governance
State Farm Next Door Apr 2013 - Jun 2016
Financial Coach
Trebuchet Financial Group 2009 - Apr 2013
Trader
Abn Amro Bank N.v. Oct 2004 - Apr 2007
Senior Associate, Investment Banking
Aon Re Services Mar 2003 - Oct 2004
Catastrophe Modeling, Risk Analyst
Education:
Northwestern University 2016
Bachelors, Bachelor of Arts Northwestern University 1994 - 1998
Bachelors, Bachelor of Arts, Economics
Bachelors, Bachelor of Arts Northwestern University 1994 - 1998
Bachelors, Bachelor of Arts, Economics
Skills:
Financial Education
Financial Planning
Wealth Management
Investments
Finance
Financial Advisory
Retirement Planning
Investment Banking
Trading
Estate Planning
Private Equity
Certified Financial Planner
Chartered Financial Analyst
Personal Finance
Multi Generational Wealth Transfer
Financial Coaching
Financial Wellness
Financial Planning
Wealth Management
Investments
Finance
Financial Advisory
Retirement Planning
Investment Banking
Trading
Estate Planning
Private Equity
Certified Financial Planner
Chartered Financial Analyst
Personal Finance
Multi Generational Wealth Transfer
Financial Coaching
Financial Wellness
Certifications:
Chartered Financial Analyst (Cfa)
Certified Financial Planner™
Certified Financial Planner™