Brian Czerwinski Email & Phone Number

Chicago, Il, Us

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 Planning Concepts, LLC ‒ 2800 S. River Rd., Ste. 240 ‒ Des Plaines, IL 60018C: 312.493.0916 ‒ T:847.375.0505 ‒ F:847.375.1480 ‒ www.PPCplanning.comRegistered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Preferred planning concepts, LLC & Cambridge are not affiliated.Preferred Planning Concepts, LLC & Cambridge do NOT offer tax or legal advice or services.

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 by advisors for clients by training, continuing education through senior advisors, and observing prospective and existing client meetings presented by an established planner.Office Administration: Assisted in processing of new business, maintenance and organizing of client planning records and files, and aiding support staff in answering customer inquiries regarding their accounts.

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 historical purposesAudit and validate compensation related transactions to ensure accuracy.

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 philosophies, economic forecasts and market research.Established Organizational Tracking Tools to efficiently confirm daily profit/loss transactions for accuracy.Troubleshot computer issues regularly for our trading ream.

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 revenue.Monitored and reconciled out-trades with internal systems, clearing firms, brokers and exchanges for the S&P 500 trading pit.Lead project manager for several office moves, ensuring smooth transition to new office space.Created and implemented various technical strategies, including setting up computers, network connectivity to improve productivity.Responsible for yearly compliance filing requirements, such as preparation for NFA audits.

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 headquartersResponsible for daily server backups of confidential employee information