Brian Czerwinski Email & Phone Number

Chicago, Illinois, United States

Greater Chicago Area

Des Plaines, IL

I am an Investment Adivsor Representative at Preferred Planning Concepts, LLC, an independent financial services firm committed to helping its clients enjoy life and prepare for a successful retirement. Specialties: Financial Planning, Retirement Income Strategies, Investment Evaluation & Selection, Life Insurance, and Accident & Health Insurance.Preferred.

Des Plaines, IL

Retirement Cash Flow Analysis: Data input and generation of a retirement plan using Insmark and E-Money platforms to demonstrate to clients potential outcomes of their investments based on income and spending, rate of growth of the assets, and inflation.Registered Representative Trainee: Gaining a clear understanding of the financial planning process used.

Greater Chicago Area

Assist the Sr. Compensation Analyst with market recommendations, pay range analysis, etc. by compiling data from various sources such as national statistic databases, compensation surveys and labor journals.Maintain manual and electronic documents, files and databases, such as compensation surveys, job descriptions and salary structures for reference and.

Chicago

Arbitrage between E-Mini S&P contract and the S&P 500 futures pit by executing orders on Trading Technologies for an individual local trader. October 2007 - March 2009, despite a 56% decrease in S&P 500, developed creative solutions that resulted in increased revenue.Developed and employed various trading techniques based on technical fundamental.

Chicago

Identified and measured risk for over 40 local pit traders, 50 plus retail customers and approximately $3 million in account fundsBuilt strong relationships and provided excellent customer support for clients using various trading platforms.Analyzed business to improve overall success and expand scope of business by adding new customers and generated.

Rosemont, IL

Created and implemented training program for HR Applications for the purpose of instructing new and existing HR employeesProvided computer technical support for over 60 employeesAssisted in testing, software implementation, and technical support for HRIS applicationsManaged the activation and termination of security badges for company.