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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Sheridan Rd.Glencoe, IL Street Address
(H) PHONE NUMBER AVAILABLE (C) PHONE NUMBER AVAILABLEEMAIL AVAILABLE www.ecrllc.comSummaryOutstanding Financial Services entrepreneur with significant sales, marketing and management experience. Develop relationships and implement financial plans with an emphasis on employee benefit, executive benefit, insurance and investment productsSkillsSales, Marketing and Relationship DevelopmentWholesale and Retail ExperienceP&L AccountabilityDeveloped highly skilled group of managers and producersProfessional ExperienceExecutive Capital Resources, LLC / Shareholder Acrisure, LLC 2003-PresentBoutique financial planning firm with emphasis on insurance and investment productsManaging MemberAs successor to Davis Dann Adler Schneider, continue to bring in60M-100M/yrly of new business. Work with closely held entrepreneurial firms, their owners, families and top management as well as publicly traded companies, family offices and HNW individuals. Build, develop and implement strategies and develop relationships with clients entire professional advisory team.Davis Dann Adler Schneider, LLC Bannockburn, Illinois 1997-2002Predecessor firm to Executive Capital Resources, LLCPresident & M Financial ShareholderBuilt firm to 60M-100M of insurance business a year. Responsible for comprehensive financial planning, estate, succession and compensation planning. The firm consisted of three partners and fifteen staff members. Bought out partners over the course of 5 years to have 100% ownership position in the entity.Davis Dann LLC Chicago, Illinois 1993-1997Retail and Wholesale financial services firmPrincipalDrove the retail operation of the firm as part of the succession plan.Provided counsel to the professional advisory firms, the insurance and investment firms, and the consumer.Mesirow Financial Chicago, Illinois 1986-1993Equity PartnerEmployee owned regional financial services firmSuccessfully built a practice that created gross revenue in excess of $2M.Built a profit center that focused on life, disability and long term care insurance planning. Also was responsible for cross selling services amongst different practice areas including Property & Casualty Insurance, Investment Management, Qualified Plan Administration, Real Estate, Corporate Finance, Venture Capital, Advanced Strategies, and Financial Planning.Education and Professional DevelopmentBachelor of Arts - University of Wisconsin, MadisonMajor: Behavioral ScienceThesis published on discrimination of women in the manufacturing workplaceChartered Life Underwriter (CLU) - American College, Bryn Mawr, PA Certified Fee Insurance SpecialistSeries 6, 63 Life, Health, Property & Casualty, Long Term Care Licensed and CertifiedInternational Forum, Society of Financial Service Professionals, Association of Advanced Life Underwriters, Life & Qualifying Member Million Dollar Round Table, Chicago & Northwest Estate Planning Councils, National Association of Insurance and Financial Advisors, Financial Planning AssociationCommunity InvolvementChicago Chapter Financial Services Professionals, Board MemberNorth Shore Congregation Israel, Youth & Family Steering CommitteeJewish United Fund Industry Division, Past Board MemberGastro-Intestinal Research Foundation, Past Board MemberSupporting the Spirit Foundation, Founding Board Member |
