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Financial Planning Analyst in Chicago IL Resume Laura Bukachek
Financial Planning Analyst in Chicago IL Resume Laura Bukachek
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SUMMARY Certified Financial Planner with expertise in corporate and personal planning, budgeting, administration and process improvement, and the training and managing thereof. Solution and detailed oriented with excellent customer service, critical re asoning and both written and verbal communication skills. Proactive and able to multitask, thrive in fast -paced environment and work well independently or in a team environment to readily adapt to changing priorities and demands. PROFESSIONAL EXPERIENCE and EDUCATION Financial, Medical and Household Manager S Kiner Living Trust, Elk Grove Village, IL 2009-Present
Monitored and managed the buying, selling and timing of investments to correspond to clients forecasted needs. Prepared annual tax returns . Managed clients health issues including monitoring medications and overall wellness; and scheduling and accompanying client to all medical appointments. Interview, screen and hire caregivers including verifying employment history and references; and conduct and analyze their background and credit checks. Also, managed and conducted the training for all the caregivers. Through careful investment management and highly managed health care issues, the client was able to stay in her own home environment for several more years. Graduate Student 2009-2011 Major: Financial Business Management
Laura Bukachek, CFP, MBA Countryside, IL 60525 (708) 354-4322 www.linkedin.com/in/laurabukachek L.Bukachek@att.net PROFESSIONAL EXPERIENCE and EDUCATION continued Trade Promotion Pricing Analyst and Process Trainer 1999-2004
Southern Illinois University , Carbondale, IL, Major: Finance College of DuPage, Glen Ellyn, IL, Major: Accounting