Resumes
Resumes
Registered Representative, Registered Investment Advisor
View pageLocation:
732 Prospect Ave, Barrington, IL 60010
Industry:
Financial Services
Work:
LPL Financial since Jul 2006
Registered Representative, Registered Investment Advisor
Sterling Financial Services - Arlington Heights, IL since 1990
President
Amoco Oil - Chicago, IL Nov 1986 - Feb 1990
Treasurer's Group
Arthur Andersen & Co - Chicago, IL Dec 1981 - Nov 1986
World Headquarters Accounting, Reporting and Plan Administration for Partners Retirement Plans
Registered Representative, Registered Investment Advisor
Sterling Financial Services - Arlington Heights, IL since 1990
President
Amoco Oil - Chicago, IL Nov 1986 - Feb 1990
Treasurer's Group
Arthur Andersen & Co - Chicago, IL Dec 1981 - Nov 1986
World Headquarters Accounting, Reporting and Plan Administration for Partners Retirement Plans
Education:
DePaul University
BSc Accountancy, Accounting Wharton School of Business
BSc Accountancy, Accounting Wharton School of Business
Skills:
Series 7
Mutual Funds
Retirement Planning
Retirement
401K
Strategic Financial Planning
Life Insurance
401K Rollovers
Roth Ira
Investments
Financial Planners
Pensions
Investment Management
Investment Advisory
Iras
Securities
Financial Services
Finra
Defined Benefit
Tax
Personal Finance
Employee Benefits
Insurance
Estate Planning
Financial Advisory
Asset Allocation
Wealth
Wealth Management
Mutual Funds
Retirement Planning
Retirement
401K
Strategic Financial Planning
Life Insurance
401K Rollovers
Roth Ira
Investments
Financial Planners
Pensions
Investment Management
Investment Advisory
Iras
Securities
Financial Services
Finra
Defined Benefit
Tax
Personal Finance
Employee Benefits
Insurance
Estate Planning
Financial Advisory
Asset Allocation
Wealth
Wealth Management
Interests:
Investment Committee Treasurer
2000 2005
2000 2005
Irene Kanai
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