Began as consultant and moved into management role. Assisted in the roll-up and management of two Asset Management Platforms, a B/D, two traditional RIAs and 10 private investment pools, at the same time launching a SEC registered HFoF manager and CPO, an insurance agency, and 4 HFoF. Responsibilities included compliance development and implementation, branch and financial audits, continuing education, FOCUS review, advertising and correspondence review and approval, firm supervision, APL model management, trading and reconciliation, HFoF development and launch, new product implementation, money manager negotiations and implementation and transition development and execution for new reps.

First Eagle Bank is an entrepreneurial, independent bank, offering a complex range of commercial and personal banking services in the Chicago land area. We are focused on developing long lasting relationships with our customers, our community and our staff. We are proud to carry a Superior Five Star Rating from Bauer Financial, in recognition of our strong financial performance and strive to continue to offer the highest standard of financial services to our community. Member FDIC, Equal Housing Lender, Equal Opportunity Lender.

LOCALLY OWNED BY OUR CUSTOMERS SINCE 1921 Over the past 98 years, the Waukegan area has witnessed many banks come and go. One has stood the test of time: North Shore Trust and Savings has been Waukegan’s local bank since 1921. For nearly a century we have operated with the same philosophy – Put the Customer First. Having strong roots in the area, this comes naturally for us. We have always viewed our customers as friends and neighbors rather than as a transaction. Our employees are here to provide a service rather than sell a product. North Shore Trust tries to create value for our customers by offering exceptional service at a fair price. We are able to do so because we are not owned by stockholders but by our customers. The revenue we generate does not go to enhance the value of our stock, it goes to enhancing the value of the products and services we deliver. That is why we can take the time to get to know you personally: we listen to your needs and wants and work together to find the right solution. At North Shore Trust, we make our customers-not our shareholders-our first priority and that is what makes us a truly different kind of bank. COMMITTED TO YOU AND COMMITTED TO THE COMMUNITY Since 1921, North Shore Trust has invested in and financed what matters to Waukegan. We have helped countless families finance their first home, build their dream home, and save for retirement along the way. We work hard to develop unique loan programs that will satisfy the evolving needs of the community. We strive to deliver all of the modern-day technology in order to provide the convenience you desire. We take pride in being part of the fabric of the Waukegan community and offering services that help local people and families prosper.

COMMUNITY INVESTMENT CORPORATION, Chicago's Multifamily Rehab Lender, is a nonprofit providing mortgage financing to buy and rehab apartment buildings with five units or more in the 6-county metropolitan Chicago area. Since 1999 over 14,000 landlords and managers have completed CIC property management training to help them better market, manage and maintain affordable rental property. CIC also provides below-market financing for multifamily energy improvements in the Energy Savers program. Since 1984 CIC has loaned over $1.2 billion for acquisition and rehab of over 2,200 buildings with 58,000 units. In 2012 CIC received the MacArthur Award for Creative and Effective Institutions.

Want to lower your borrowing costs, increase your savings and cut your fee expense? Then join Central Credit Union. We're a full-service, not-for-profit financial institution, and we want to help you and your family achieve your financial goals while giving you the prompt, personalized and professional service you deserve. Unlike a bank, Central Credit Union is a not-for-profit cooperative owned by its members and managed by a full-time professional staff for the exclusive benefit of its members. There are no stockholders, so after paying operating expenses and setting aside reserves, remaining income is returned to members in the form of lower loan rates, higher-paying dividends, reduced fees and enhanced services. We are governed by a volunteer Board of Directors that is composed of members elected by members. That means we have one simple purpose: to promote your financial well-being. For a complete list of our savings, loan, investment and financial literacy products and services as well as membership information, please visit our web site. Membership is available to Illinois residents, employees of the credit union's select employee groups and family members of existing members. We look forward to helping you manage your finances more effectively and prepare for the future. Savings in this credit union are federally insured by the National Credit Union Administration.

Gateway Mortgage Corporation is a privately held mortgage banking firm serving the State of Wisconsin. We are a direct seller/servicer to Fannie Mae and Freddie Mac and hold direct endorsement capablities with FHA/HUD as well as being a VA Automatic lender. Gateway is also an approved Ginnie Mae Issuer. We offer in house origination, processing, underwriting, closing, funding, and servicing of a variety of first mortgage and construction loans.

FIRST SECURITY TRUST & SAVINGS BANK is a community bank

Partnership Financial Credit Union (PFCU) is a member-owned financial institution serving more than 15,000 members. We remain dedicated to maintaining close, personable relationships with our members while delivering the best possible products and services. We strive to offer the most competitive products while maintaining our own financial security and stability, which in turn allows us to provide the same assurance to our members. At PFCU, we believe that “our most important partner is you.” We are dedicated to listening to your financial goals, finding the best solutions for you. We will always strive to be your most resourceful financial ally.

Crown Mortgage Company is Chicagoland’s premier mortgage banker since 1975. We have helped thousands of families achieve the AMERICAN DREAM. What is unique about Crown Mortgage is that we are your lender throughout the life of the loan, from application until your last payment is made. We offer a level of personal attention that you cannot get from larger lenders. Our focus is on our community, the greater Chicagoland area. Our goal is to meet the diverse needs of our community. Competitive, Knowledgeable Loan Originators If you are looking for a lender who offers competitive prices and products, stands behind its commitments, is honest and will not walk away from you after your loan closes, call us to speak to one of our knowledgeable loan originators.

Member FDIC. Metropolitan Capital is a Universal Bank offering premier Private Banking & Wealth Advisory, Commercial Banking, and Investment Banking services that cater to high net worth individuals and entrepreneurs, their families, and the businesses they own and operate. At Metropolitan Capital, the client experience drives our business philosophy. Through a hands-on approach at every touchpoint of the relationship, our financial professionals provide clients with the tools and the insights to achieve both their professional and personal goals. Our unique ability to understand complex circumstances and craft long-term customized solutions has differentiated Metropolitan Capital from other financial institutions in the industry and has enabled us to successfully grow nearly exclusively through client referrals. Metropolitan Capital comprises a family of financial service companies that include Metropolitan Capital Bancorp, Inc. (Federal Reserve-regulated financial holding company), wholly owned Metropolitan Capital Bank & Trust (Member FDIC), and Metropolitan Capital Investment Banc (FINRA-licensed broker dealer).

Employing a one-stop shop model, Renovo offers residential real estate investors a full suite of loan programs, including single family and multi-family rehab, new construction, and 30-year fixed rental loans, as well as in-house underwriting and servicing. Renovo’s commitment to building local long-term client partnerships, combined with its end-to-end product suite, means clients experience the best products and pricing of a national financial institution, but with the attention and service of a nimble local startup. Founded in 2011, Renovo Financial is a fast-growing residential real estate investment lender for entrepreneurs who rehab or build investment properties. Renovo uses local market expertise, real-world underwriting, and a service-driven approach to create financing relationships that deliver more than just simple working capital. Cofounded by Kevin Werner, Daniel Rosen, and Granite Creek Capital Partners, Renovo has become one of the largest residential real estate investment lenders serving the surrounding Chicagoland area, Dallas, Houston, San Antonio, Boston, Miami, Phoenix, San Diego, New Jersey, Rhode Island, Connecticut, and Raleigh, NC. Renovo Financial was recently recognized by Crain’s Chicago Business as a FAST 50 company, a compilation of the region’s fastest-growing private residential real estate lenders.