Seasoned business administrator providing strong customer service and project management support cross departmentally with Operations, Financial Planning, and Marketing. Operational focus providing efficiency enhancement initiatives for the company. Seamlessly maintains heavy schedule management in Outlook for multiple advisors, constructs organization books for new client accounts, ordering and inventory, coordinates facilities management, accounts payable/receivable, maintains confidentiality of client records, updates correspondence logs in accordance with compliance regulations, check processing, investment scheduling coordination, trade reconciliation, constructs summary of holdings reports quarterly/annually, generates quarterly billing statements with QuickBooks, website content management, and assists with lecture material preparation.

Converted 2200 accounts from (Centerpiece) Portfolio Center to Axys. Reconciled accounts in Portfolio Center to statements back 10 years and then created performance files prior to converting. Evaluated then merged multiple partners’ book of business into Axys mapping all securities, security types and asset classes. Converted ACT client data to Qube contact management system. Implemented Report packaging (Packman) for client reporting and web viewing Replaced a two week process of report generation and collation to a few hours with web access for clients. Setup workstations and connected to network Installation of all new/upgrade software.

STOFAN AGAZZI INVESTMENTS, LLC is an investment banking company based out of 2801 BLACK RD, Joliet, Illinois, United States.

We are dedicated to helping our clients pursue heartfelt financial goals. We understand that financial planning is a lifetime process that takes into account your needs, goals, and values. Our goal is to create a comfortable and relaxed environment focused on helping you make informed decisions.

Investment Consulting Services, LLC (ICS) specializes in consulting to institutional plans: Defined Contribution Plans: 401(k), PEP, 457(b), 401(a), 403(b), Annuity Funds and Supplemental Funds Defined Benefit Plans Health & Welfare Funds Endowments Foundations

We are committed to helping tax and accounting professionals build their financial services practice by providing the necessary tools and resources to succeed! Signature Advisors Group, Ltd consists of a dedicated and experienced team of professionals who focus on providing marketing and support services to tax and accounting practitioners across the United States. Our team comprises of CPAs and financial service professionals who have extensive experience in the industry. We offer a comprehensive range of products and services through our subsidiaries, which cater to the financial service needs of Primary Financial Advisors (PFAs). Our subsidiaries include: •Signature Advisors Group, Ltd.: Offers financial service training and marketing services. •Signature Financial Services, Ltd.: Provides fee-based financial planning and asset management services. •Signature Brokerage Services, Ltd.: Offers multi-line insurance brokerage and employee benefit plans. Our support teams are structured to provide our accountant affiliates with a program of support, training, services, products, and revenue potential that is unparalleled in the marketplace. Investment Advisory Services offered through Signature Financial Services, Ltd. Securities offered through FIRST HEARTLAND® CAPITAL, INC., Member FINRA&SIPC 855 East Golf Road Suite 2128, Arlington Heights, IL 60005, 847-545-8070 Signature Advisors Group, Ltd. and Signature Financial Services, Ltd. are not affiliated with First Heartland® Capital, Inc.

RETIREMENT SOLUTIONS, INC is a company based out of 1230 EAST DIEHL ROAD, NAPERVILLE, Illinois, United States.

Founded in 2014, North Branch Capital is a lower middle market private equity firm, based in Oak Brook, IL, with a long history of investing alongside and partnering with management teams in industrial businesses. We specifically target businesses that lead with engineering excellence or value-added services in order to solve complex customer problems. We seek partnerships with strong leadership teams driving tremendous cultures, and we are much more than a source of capital or liquidity. With 50 years of collective operating experience, our collaboration with management teams is unique. This experience comes from the Partners of North Branch, not a network of executives or consultants. Follow us on Twitter: @northbranchcap TARGETED INDUSTRIES Value Added Distribution: Business to business with moderate average order size. Complimentary services or engineering component Niche Manufacturing: Non-commodity, highly engineered products. Low capital expenditure requirements Industrial Services: Unique service offering generating consistent, repeatable revenue INVESTMENT CRITERIA Revenue: $10 million to $75 million EBITDA: $2 million to $8 million Geography: United States and Canada for platform investments. Globally for add-ons

Prizm Financial Advisors is a comprehensive financial services firm dedicated to helping you achieve every one of your lifetime financial goals. We utilize our proprietary process, entitled Comprehensive Financial Solutions, that successfully eliminates fear, anxiety, and hassle pertaining to your financial affairs. We offer a one-source solution for the management, growth, and preservation of your wealth. Our customized programs are designed to grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service. As independent financial advisors, there are no "standard" products that we promote. Rather, our solutions reflect a thoughtful response to key issues affecting the management of your financial affairs. Areas of practice include retirement planning, education planning, full service brokerage services, customized portfolio management, and all insurance-related planning issues.

Paulson Wealth Management is a registered investment advisory firm that specializes in providing financial planning, investment management, and wealth transfer planning services for institutions, individuals, and their families. The overriding mission of Paulson Wealth Management is to build long lasting relationships with our Clients and their families, focusing on stewardship rather than salesmanship, helping them to grow, manage, and transfer their wealth.

Lantz Financial is an independent registered investment adviser (RIA) based in Naperville, Illinois, providing personalized financial planning and investment advisory services to individuals, families, and businesses. Our focus is on relationships and obtaining an understanding of each client's personal vision. We believe relationships are based on trust and intend to earn that trust through hard work, honesty, service, and a fair cost.

Our mission is to provide financial freedom through customized wealth management strategies. Through excellence in service and the highest level of integrity, Leslie Global Wealth leads clients to pursue their dreams. Securities offered through LPL Financial, Member SIPC www.sipc.org . Investment Advice offered through Leslie Global Wealth, LLC, a registered investment advisor and separate entity from LPL Financial Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit http://www.leslieglobalwealth.com/