
Timothy Holubik
Work Study - The Office of Disability Services at St. Ambrose University

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About me
Chicago Firefighter and Investment Executive at MEGENT FINANCIAL
Education

St. Ambrose University
2010 - 2014Bachelor of Arts (BA) Business Management and Marketing
Experience

St. Ambrose University
Jan 2011 - May 2014Work Study - The Office of Disability Services at St. Ambrose UniversityAssisted learning disability specialists in provision of accommodations, modifications, and services to students with disabilities.

Media Link Software®
Jan 2013 - May 2013Marketing Intern· Input avails and rate cards into media buying software, creating media buys· Transcribed Marketing Analysis on multiple companies· Worked in a very fast paced environment and took initiative on projects· Input avails and rate cards into media buying software, creating media buys· Wrote and followed up on press releases for national entities· Managed client’s social media sites and online advertising

CDW
Jun 2014 - Jul 2016CDW Corporate Account Manager Mountain West RegionCDW is a leading provider of technology solutions for business, government, education and healthcare. CDW features dedicated account managers who help customers choose the right technology products and services to best meet their unique needs. The company’s solution architects offer expertise in designing customized solutions, while its advanced technology engineers assist customers with the implementation and long-term management of those solutions. Areas of focus include software, network communications, notebooks/mobile devices, data storage, video monitors, desktops, and printers and solutions such as virtualization, collaboration, security, mobility, data center optimization and cloud computing. A just-in-time inventory model and two state-of-the-art distribution centers allows CDW to provide the latest technology with fast and accurate delivery. Show less

City of Chicago
Aug 2016 - nowFirefighter / EMT- Administer medical care to injured/ill patients, providing CPR, first aid, as well as other emergency responses.- Inspect firefighting equipment and hydrants, performing minor maintenance repairs to reduce malfunctions that may interfere with the protection of the public or fellow firefighters. - Successfully control fires with a team of fellow firefighters to protect the lives and property of the people of Chicago.
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World Financial Group (WFG)
Jun 2017 - Mar 2018AssociateOur mission, to help build and protect wealth for families and individuals from all walks of life, extends to you, so you don’t have to go it alone. No Family Left Behind is the mission that we are all working to accomplish. We help families achieve financial independence. In its simplest form, we help people make money, save money, and get out of debt by utilizing proper investments and tax strategies.Transamerica Financial Advisors is located in Duluth Georgia with thousands of locations throughout the United States, Canada, and Puerto Rico. Transamerica's parent company is Aegon which their Dutch roots date back to 1844. Today, we have operations in more than 20 countries, including North America where we're known as Transamerica. We offer a range of insurance, pension and savings products.We are known for helping individuals of all walks of life because we believe in our mission of no family left behind. We help in all areas of finance and make sure our clients are getting the proper education and tools to help them and their loved ones for their current and future needs. Show less

Lincoln Financial Network
Nov 2018 - Mar 2020Registered Representative
MEGENT FINANCIAL
Mar 2020 - nowInvestment ExecutiveAs a Financial Professional with Megent Financial I help individuals and families develop appropriate financial strategies based on their various goals and objectives. My clients value my ability to quantify their specific goals and objectives into a plan that involves evaluating their current situation and tailoring an individualized strategy that meets their unique needs. My goal is to accomplish this through an educational approach, and to do so in a manner that is easy to understand, not filled with financial jargon that can be confusing and sometimes threatening to those not familiar with financial services. My business focus includes Retirement savings accounts (i.e. IRA's, 403(b) plans, 457 plans, 401(a), and 401(k) group plans); Retirement income distribution planning; Pension planning strategies; Risk management; and Life Insurance Strategies.Megent Financial is an independent retirement and investment services firm headquartered in the greater Chicago area with industry roots dating to 1918. Our approach is unique in our craft, as our financial planning solutions are designed to help meet the unique needs of the Working Men and Women of Organized Labor™. As a fully independent firm, we are impartial, meaning we make recommendations that reflect our deep understanding of the benefits and financial considerations associated with union membership. Our financial planning solutions are exclusively built for you™.Securities and Advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.For regular updates from Megent Financial visit megent.net Show less
Licenses & Certifications

Illinois life and health Insurance license

Series 6
Cetera Advisors LLCNov 2018
Series 65
Cetera Advisors LLC
Series 63
Cetera Advisors LLCNov 2018
Series 7
Cetera Advisors LLCMar 2022
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