Capital Investment Services of America, Inc. is an employee-owned Milwaukee-based investment advisor that serves high-net-worth individuals, trusts, businesses, and charitable organizations. We build custom-tailored investment portfolios to achieve our client’s individual financial objectives. Our firm is a registered investment advisor with the SEC.

Know Your Financial Landscape Understanding and managing finances is crucial for everyone. How you can save more, spend wisely, and afford your life goals? Life is about you having the confidence and knowledge to make informed decisions. Where do you get your financial education with practical tips and tailored advice? At Mendel Money we believe that true financial health begins with a deep understanding of your unique financial landscape. Our mission is to empower YOU at the intersection of your money and your life – where you need it the most. https://www.mendelmoney.com/disclaimer/

Made markets in Amazon and Baidu using analytical tools developed in-house.

Campbell Newman is a 100% employee-owned boutique investment management firm serving institutional, intermediary and private clients. Our two strategies feature high-quality, high-conviction portfolios and the firm’s edge: Judgment backed by experience. Our firm’s culture is built on five core values – client focused, stewardship, transparency, integrity and teamwork. Campbell Newman is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training.

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.

CRM Properties Group, Ltd. is a full service real estate group with interests in acquiring, developing, and managing retail, commercial and residential properties. The approach of the company is based on comprehensive management of every step of the development process, including project identification, entitlement, acquisition, financing, construction, lease-up, marketing and property management. The consistent success of CRM can be attributed to its proven formula: Identify growing markets with strong demographics. Construct high quality assets with creative and attractive architecture. Build a tenant mix that meets the needs of the community, combining national and local businesses and blending food, fashion and services. Develop and preserve relationships with government, tenants and stakeholders to better serve communities.

EMC CAPITAL ADVISORS, LLC is an investment banking company based out of 2201 WAUKEGAN RD, Bannockburn, Illinois, United States.

PS Capital Partners is a Private Equity Holding Firm located in Milwaukee, Wisconsin. With an "invest, build and hold"​ strategy, PS Capital Partners seeks investments in lower middle market manufacturing and processing businesses located in the Upper Midwest.

The affluent confront risks to their family or business that can impact liquidity, financial certainty and capital preservation. For over four decades, JR KATZ has utilized insurance anchored solutions to help clients anticipate and hedge these risks. Our solutions are constructed through a meticulous process designed to deliver a true alpha to our clients. This process necessitates collaboration with our clients and their key advisors. We help our clients understand the unique financial characteristics of insurance and how this distinct asset class enhances other investment and estate planning strategies. Our process is defined by transparency, confidentiality, objectivity and creativity. Through our lens of independence, we evaluate and benchmark solutions, products and providers. As an industry leader, we have access and influence with the insurance companies. This enables us to produce exceptional results for our clients. After the solution is implemented, our policy management process is designed to deliver the expected outcome by continually monitoring product performance and changing client circumstances. Securities are offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services are offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) that are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional can transact business in your state.

Moller Wealth Partners provides financial planning and investment management to individuals and families who want an independent, personalized, and professional financial advisor. Services are specific to each client and may include planning for retirement and college, investments, estate and wealth transfer, current and future taxes, risk management, stock compensation, and special needs.

Prepared & submitted account documents to custodians; resolved any issues. Set up one-time or systematic client distributions/deposits/journals. Assign tasks company-wide in CRM. Proofread/reviewed client meeting notes and summaries.