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Laura Bukachek, CFP, MBA Countryside, IL 60525 (708) 354-4322 www.linkedin.com/in/laurabukachek L.Bukachek@att.

net

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

Governors State University, University Park, IL


MBA Master of Business Administration G.P.A. 3.67/4.00 In recognition of high scholastic attainment, elected as a m ember of the Lambda Delta Chapter of Delta Mu Delta The International Honors Society in Business. Curriculum: 4 - Management courses; 3 Finance courses; 1 each of Marketing, Accounting, Economics, and Information Systems & Technology courses. Each course was 45 hours of classroom studies. Undergraduate Student 2008-2009 G.P.A. 4.00/4.00 Major: Finance

Governors State University, University Park, IL


BA Bachelor of Arts in Interdisciplinary Studies Graduated Summa Cum Laude with highest honors. GPA requirement 3.98 to 4.00 Course acquired computer proficiencies: Excel and Access Mortgage Loan Originator 2005-2008

Home Sweet Home Mortgages, Saint Charles, IL


Pre-qualified applicants for residential mortgage loans through analysis of t heir gathered data. Matched applicants to an appropriate loan, all the while adhering to the highest degree of professional standards. Utilized quantitative skills for credit and financial analysis and legal document review. Maintained a 100-percent success rate during loan origination career; of all applications submitted to underwriting, none were rejected due to improper analysis of qualifications .

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

ConAgra Refrigerated Foodservice, Downers Grove, IL


Analyze, formulate, plan and execute $10M Foodservice Trade Promotion operating budget . Identified the need for, recommended, developed and implemented the training of the operating budget business processes. Key speaker at sales conference addressing Field Sales VP, Division VPs and Field Sales Managers on policy and technical procedures of the $6M distributor trade promotion program. Train the out-source company on the program calculations and other technical procedures of the $4M operator promotion program. Develop, assess, recommend and implement the deduction code processes for the Foodservice Trade Promotion Department; including notifying over 1 ,000 customers, 50 brokers, 16 region managers and 30 internal personnel to ensure the compliance of coding on all trade promotion invoices submitted for payment or as backup for a deduction. This process improvement substantially increased the accuracy of budget monitoring and trade accruals. Develop manuals and conduct training for over 100 users of the deduction and claims databases. Established and managed the bid claim department and identified invalid deductions that represented collections of over $150,000. Certified Financial Planner Student 1996-1997

Loyola University, , Chicago, IL, Major: Financial Planning


Five Graduate level CFP pre -requisite courses. Each course was 30 hours of classroom studies . Successfully tested out of the Insurance Coverage & Financial Planning course due to my financial planning experience. Sales Manager 1994-2011

Primerica Financial Services, Joliet, IL


Develop and implement confidential personal financial plans for clients; including gathering and analyzing clients data, determining their goals and fol low-up with periodic financial plan reviews. Utilized quantitative skills for credit and financial analysis and legal document review. Passed 12 hour - 1 day exam and earned CFP Certified Financial Planner Designation in 1998 . Earned securities license for Series 6 & 63 and insurance license for Life, Health, Property and Casualty in 1994. Residential Loan Originator 1985-1993

Draper and Kramer, Inc., Downers Grove, IL


Pre-qualified applicants for residential mortgage loans through analysis of their g athered data. Matched applicants to an appropriate loan, all the while adhering to the highest degree of professional standards. H andled customers complaints and assisted in the processing of complicated mortgage loan application files during my role as Loan Originator and Office Manager. Conducted in-office underwriting reviews of all completed mortgage loan application packages during my role as Office Manager. Managed the office and a support staff of eight during my role as office manager . Undergraduate Student

Southern Illinois University , Carbondale, IL, Major: Finance College of DuPage, Glen Ellyn, IL, Major: Accounting

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