Harris Associates
Industry: Investment management company
DescriptionHarris Associates L.P. is a Chicago-based investment company that manages $141 billion in assets as of March 31, 2018. Harris manages long-only U.S. equity, international equity, and global equity strategies which are offered through its mutual fund company, the Oakmark Funds, and other types of vehicles. AUM: US$ 141 billion (2018); US$ 118 billion (2017) Headquarters: Chicago, IL Parent organization: Natixis Global Asset Management Founder: Victor A Morgenstern Founded: 1976 Subsidiary: Harris Associates Securities L.P.
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Harris Associates Employees
Harris Associates July 2013 - Present
Morningstar October 2011 - July 2013
UBS October 2008 - April 2011
United States Attorney's Office May 2010 - August 2010
UBS Investment Bank August 2007 - August 2008
Northwestern Mutual May 2006 - August 2007
Skills
Series 7, Series 24
Education
Saint Louis University School of Law 2008 — 2011
J.D., Law
Marquette University 2003 — 2007
B.A., Public Relations & Advertising
Harris Associates September 2013 - August 2015
Harris Associates January 2013 - September 2013
Lycee Francais de Chicago January 2012 - January 2013
Loyola University Literacy Center August 2011 - December 2012
Department of Modern Languages and Literatures, Loyola University Chicago August 2010 - December 2012
Madison Area Schools and Community Recreation (MSCR) June 2010 - July 2012
Skills
Spanish, Higher Education, Research, Nonprofits, Community Outreach, Teaching, Communication, Intercultural..., Microsoft Word
Education
University of Wisconsin-Madison 2015 — 2017
Early Childhood/ESL Pre-K - Second Grade Teaching Certification
Loyola University of Chicago 2009 — 2012
Bachelor of Art (BA), International Studies, 3.92
John Felice Rome Center
Select Equity Group Partner/Portfolio ManagerHarris Associates2003 - 2009
Harris Associates 1995 - 2003
Education
Carnegie Mellon University 1992 — 1994
Industrial Management
Virginia Tech 1990 — 1992
Finance, General
Investure February 2015 - Present
Harris Associates October 2010 - February 2015
Harris Associates March 2008 - October 2010
Cambridge Associates August 2004 - March 2008
Skills
Equities
Education
Colorado College 2000 — 2004
Economics, Mathematics
Harris Associates January 2013 - September 2014
UBS Financial Services Inc November 2010 - January 2013
Ziegler September 2009 - November 2010
University of Dreams September 2008 - September 2009
Martin & Howard Associates June 2008 - August 2008
Education
Miami University 2005 — 2009
Bachelor of Science, Finance, Decision Sciences
Northern Trust Corporation September 2015 - Present
Harris Associates June 2008 - February 2014
Harris Associates January 2002 - January 2008
Harris Associates June 1999 - January 2002
Alliance Pension Consultants, LLC 1994 - 1999
Skills
Portfolio Management, Asset Management, Equities, Securities, Trading, Investments, Financial Advisory, Investment Strategies, Financial Modeling, Financial Services, Investment Management, Trading Systems, Separately Managed..., Rebalancing, Relationship Management, Account Reconciliation, Portfolio Accounting
Education
Miami University
BS, Finance
Vienna University of Economics and Business Administration
Business
Harris Associates February 2015 - Present
PNC Investments May 2014 - February 2015
Robert W. Baird & Co. September 2013 - May 2014
J.P. Morgan May 2013 - August 2013
Executive Benefits Network January 2012 - February 2013
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Access, Financial Modeling, Data Analysis, Outlook, Customer Service, Analysis, Market Research, Teamwork, Team Leadership, Social Media, Process Improvement, Business Analysis, Research, Financial Reporting
Education
Marquette University 2010 — 2014
Finance and Economics
St. Francis High School 2006 — 2010
Harris Associates January 2015 - Present
Harris Associates January 2012 - December 2014
Harris Associates January 2009 - December 2011
Harris Associates June 2008 - December 2008
Harris Associates December 2005 - May 2008
Tokyo-Mitsubishi Futures (USA) Inc. March 2003 - November 2005
Tokyo-Mitsubishi Futures (USA) Inc. April 1999 - February 2003
The Chicago Board of Trade January 1997 - March 1999
The Chicago Board of Trade November 1994 - December 1996
Skills
Investment Management, Financial Service..., Mutual Funds, Equities, Fixed Income, Managed Futures, Financial Futures, Futures, Business Process..., Client Reporting, Compliance, Internal Audit, Bloomberg, Client Service, Client Relations, Accounting, Management, Asset Management, Portfolio Management
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (MBA), Finance, Economics, Strategic Management, Managerial and Organizational Behavior
Loyola University of Chicago 1990 — 1994
Bachelor of Arts (BA), Economics
Duff & Phelps Investment Management Co. January 1992 - Present
Coopers & Lybrand Consulting August 1989 - May 1991
Harris Associates June 1983 - July 1989
Skills
Equities, Asset Managment, Alternative Investments, Portfolio Management, Investments, Asset Allocation, Equity Research, Financial Modeling
Education
DePaul University
BS, Finance
Loyola University of Chicago - Graduate School of Business
MBA, Finance
CME Group April 2015 - Present
Harris Associates October 2013 - November 2014
Harris Associates June 2012 - October 2013
Slalom Consulting November 2011 - June 2012
UBS Investment Bank January 2009 - November 2011
UBS Investment Bank January 2007 - January 2009
UBS Investment Bank May 2006 - January 2007
ABN AMRO Bank N.V. January 2005 - October 2006
ABN AMRO Bank N.V. October 2004 - January 2005
Skills
Electronic Trading, Equities, Derivatives, Trading Systems, Project Management, Fixed Income, Options, Business Analysis, Capital Markets, Financial Markets, Trading, Investment Banking, Management, Clearing, Middle Office, Securities, Portfolio Management, Agile Methodologies, PMO, Strategy, Agile Project Management, Program Management, Market Data
Education
Arizona State University 1988 — 1993
Bachelor of Science, Finance
Bain & Company December 2014 - Present
Harris Associates June 2014 - December 2014
The McTigue Financial Group December 2012 - June 2014
Synectics Inc. September 2011 - December 2012
LexisNexis October 2009 - April 2012
Animal Hospital May 2002 - July 2007
The Northwest Indiana Times May 2006 - August 2006
The Star Newspapers May 2005 - August 2005
Skills
Editing, Microsoft Word, Microsoft Excel, Public Speaking, Adobe Acrobat, Customer Service, Microsoft Office, Outlook, Blogging, Copy Editing, Social Media, Social Networking, Facebook, Proofreading, Management
Education
DePaul University 2011 — 2013
Master of Arts (M.A.), English; Linguistics
Governors State University 2009 — 2011
Secondary Education Certificate, English
TEFL Institute 2010 — 2010
English as a Foreign Language Cert., Teaching English as a Second or Foreign Language/ESL Language Instructor
Eastern Illinois University 2003 — 2007
B.A, English; Journalism
Harris Associates December 2012 - Present
JPMorgan Chase February 2012 - December 2012
JPMorgan Chase May 2010 - February 2012
PNC Mortgage August 2009 - May 2010
PNC Mortgage January 2009 - August 2009
Holland Hospital July 2008 - October 2008
Skills
Mortgage Banking, Process Improvement, Teamwork, Project Management, Team Leadership, Quality Center, Visio, MS Project, Microsoft Office, SDLC, Risk Management, Asset Management
Education
Grand Valley State University 2005 — 2008
BA, Health Communciations
Harris Associates June 2015 - Present
RCP Advisors October 2008 - June 2015
Skills
Private Equity, Fund Of Funds, Customer Service, Investor Relations, Relationship Management, CRM, Marketing, Account Management
Education
Eastern Illinois University 2004 — 2008
BS, Finance
GCG Financial February 2014 - Present
Pandion Capital LLC February 2010 - January 2014
Ox&Pen October 2011 - December 2013
Harris Associates 2000 - 2010
Shoreline Micro Cap Fund 1996 - 2000
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
MBA, Finance (with Distinction)
University of California, Santa Barbara 1991 — 1995
BA
Evanston Township High School 1987 — 1991
Harris Associates September 2007 - Present
Nuveen Investments September 1997 - September 2007
Skills
Microsoft SQL Server, VBA, SDLC, SQL, SharePoint, Visio
Education
DePaul University 1992 — 1996
Bachelors of Computer Science, Computer Science
Calamos Investments 2012 - Present
Harris Associates 2009 - 2012
Harris Associates LP. 2007 - 2009
Harris Associates LP 2004 - 2007
Caremark CVS 2003 - 2004
Caremark CVS 1999 - 2003
Efficient Market Services 1997 - 1999
Allstate Insurance 1995 - 1997
Skills
Process Improvement, Outsourcing, Risk Management, Program Management, Security, Strategy, Vendor Management, Project Management, Team Building, IT Strategy, Management, Infrastructure..., Software Development, Quality Assurance, Technology Management, Portfolio Management, Agile Methodologies, PMO, Leadership, Business Analysis, Financial Services, SDLC, Strategic Technology..., Resource Management, Vendor Relationship..., Liaison, Security Management, Data Governance, Solution Development, Enterprise Data, Digital Business..., Strategic Vision, Team Leadership, Team Motivation
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Business Strategy & International Business
University of Illinois at Chicago
BS, Computer Engineering
Harris Associates August 2015 - Present
CNA Insurance February 2014 - August 2015
Allstate Investments July 2011 - February 2014
Alliant Credit Union August 2005 - July 2011
Education
Northern Illinois University 2009 — 2012
Master of Business Administration (MBA), Accounting
Illinois State University 2001 — 2005
Bachelor of Science, Finance
Deloitte September 2013 - Present
Harris Associates February 2012 - July 2013
Product Specialist April 2011 - July 2013
Harris Associates May 2012 - September 2012
Center for Economic Progress January 2012 - April 2012
KP Law March 2011 - October 2011
Skills
Volunteer Income Tax..., Axys, Bloomberg, MacGregor, Microsoft Office, Personal Income Tax..., Visio, Microsoft SQL Server, Ruby on Rails, Sage MAS200
Education
DePaul University 2009 — 2013
Bachelor of Science in Accountancy & Management Information Systems
Goldman Sachs May 2012 - Present
Talon Asset Management, LLC August 2004 - December 2011
Harris Associates February 2004 - August 2004
Citadel Investment Group 2002 - 2004
Skills
Fixed Income, Equities, Securities, Vendor Management, Bloomberg, Microsoft Excel, Risk Management, Microsoft Word, Team Building, Microsoft Office
Education
University of Northern Iowa 1999 — 2002
Bachelor of Arts (B.A.), General Studies
Hawkeye Community College 1999 — 1999
Associate's degree, General Studies Business
Harris Associates December 2013 - Present
Northern Trust Global Investments April 2012 - January 2014
Northern Trust August 2010 - April 2012
Northern Trust September 2007 - August 2010
Skills
Alternative Investments, Project Management, Wealth Management, Hedge Funds, Asset Allocation, Quantitative Analytics, PerTrac, Tactical Asset..., Bloomberg Terminal, Private Equity, Valuation, Portfolio Management, Mutual Funds, Asset Management, Financial Services, Investments, Equities, Financial Modeling, Financial Analysis, Fixed Income
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Michigan State University - The Eli Broad Graduate School of Management 2003 — 2006
Business Administration - Pre-Law, Business Administration and Management, General
Harris Associates August 2012 - Present
Ameriprise Financial Services, Inc. June 2011 - September 2012
Ameriprise Financial May 2011 - August 2011
The City of Lake Forest June 2008 - August 2010
Skills
Excel, Economics, Microsoft Office, Analysis, Word, PowerPoint, Macroeconomics, Statistics, Econometrics
Education
Grinnell College 2008 — 2012
BA, Economics
Grinnell College 2008 — 2012
Lake Forest High School 2004 — 2008
Loyola University Chicago April 2013 - Present
Newedge NA June 2008 - April 2013
Harris Associates 1999 - 2003
Harris Associates 1999 - 2003
Harris Associates 1998 - 2003
Skills
PL/SQL, Data Warehousing, T-SQL, Nuclear, Business Intelligence, Oracle SQL, Microsoft SQL Server, Data Analysis, Analytics, Database Administration, Databases, SQL, CRM, SDLC, ETL, Agile Methodologies, ERP, SSIS, Data Modeling, SharePoint, Visio, Database Design, Business Analysis, Requirements Analysis, Crystal Reports, Unix, Business Process, VBA, Enterprise Architecture, SSRS, Data Mining, Requirements Gathering, Management, Systems Analysis, Software Documentation, Business Objects, Oracle, Access
Education
DePaul University 2009 — 2011
Masters, Information Systems
DePaul University 2000 — 2002
Bachelor of Science, Computer Science, Data/Database Analysis
Miami University August 2013 - Present
Clear Sharp Writing August 2000 - Present
Southwestern University August 2006 - August 2012
University of North Carolina August 2001 - May 2006
Smith Breeden Associates June 2001 - September 2004
Harris Associates May 1999 - July 2000
Security Capital Group January 1998 - May 1999
Skills
Teaching, Proposal Writing, Editing, Higher Education, Copy Editing, Research, Grant Writing, Proofreading, Literature, Public Speaking, Non-profits, Blogging, Social Media, Technical Writing, Publications, Curriculum Design, Nonprofits, Leadership, Newsletters, Educational Technology, Books, Adult Education, Program Management, Event Planning, Writing, Fundraising
Education
University of North Carolina at Chapel Hill 2000 — 2006
PhD, English
University of Chicago 1996 — 1997
Master of Arts, Social Sciences
Oglethorpe University 1992 — 1996
BA, English
Harris Associates June 1989 - Present
Education
Illinois State University
Bachelor's Degree, Human Resources Management/Personnel Administration, General
Whitnell & Co. September 2014 - Present
TIAA-CREF July 2013 - August 2014
UBS Global Asset Management August 2001 - December 2012
Stax Inc. 2000 - 2001
Brinson Parters 1998 - 2000
Andersen Consulting Strategic Services 1996 - 1998
Harris Associates 1991 - 1996
Skills
Equities, Valuation, Financial Modeling, Mutual Funds, Strategy, Investments, Asset Management, Equity Research, Asset Managment, Financial Services, Private Equity, Hedge Funds, Alternative Investments, Portfolio Management, Investment Management, Research, Positive Team Player, Investment Strategies, Mentoring, Trading, Equity Valuation, Securities, Capital Markets, Derivatives, Analysis, Due Diligence
Education
Northwestern University - Kellogg School of Management 1993 — 1996
M.M., Finance
Northwestern University 1987 — 1991
BA, Economics
Webster Groves High School 1983 — 1987
Harris Associates April 2015 - Present
Lyric Opera of Chicago August 1997 - March 2015
Lyric Opera of Chicago 1991 - 1997
Lyric Opera of Chicago 1990 - 1991
Chicago Youth Symphony Orchestra 1988 - July 1990
Skills
Music, Performing Arts, Arts Administration, Non-profits, Fundraising, Human Resources, Payroll, Paylocity Payroll System, Ceridian Payroll System, Payroll Conversions, Collective Bargaining..., Collective Bargaining, Nonprofits, Accounting, Account Reconciliation, Employee Benefits, Management, ADP Payroll, Customer Service, Budgets, Opera, Employee Relations, Microsoft Office, Policy
Education
North Park University 2003 — 2007
MBA, management
DePauw University 1984 — 1988
BM, music/business
Allstate August 2014 - Present
Harris Associates May 1997 - August 2012
The Kenwood Group June 1994 - April 1997
Skills
Advent Axys, Pershing NetX360, MacGregor, CAPS, System Migration, Composite Construction, Project Management, Business Process..., Investments, Finance, Portfolio Management, Trading, Process Improvement, Bloomberg, Analysis, Mutual Funds, Securities, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2003
Master of Business Administration (M.B.A.), Finance and Leadership Change Management
Fisk University 1989 — 1994
Bachelor of Science (BS), Finance
Bryn Mawr Elementary
Hyde Park
Harris Associates June 2011 - Present
Allstate June 2010 - June 2011
Chicago Blues Hockey 2010 - 2011
Allstate Insurance May 2009 - August 2009
Thomas Remodeling January 2004 - January 2008
Skills
Financial Analysis, Series 7, Bloomberg, Equities, Finance, Mutual Funds, Budgets, Trading, Microsoft Excel, Securities, PowerPoint, Microsoft Office, Financial Reporting, Equity Trading, Process Improvement, Lotus Notes, Outlook, Microsoft Word, Series 63, Investments
Education
Bentley University 2006 — 2010
Bachelor Science, Corporate Finance & Accounting
Montini 1999 — 2003
Harris Associates June 2014 - Present
Harris Associates October 2013 - June 2014
West Monroe Partners May 2013 - August 2013
ICON Tickets January 2013 - March 2013
Pine Tree Commercial Realty, LLC June 2012 - August 2012
Skills
Human Resources, Leadership
Education
DePaul University 2010 — 2014
Bachelor's degree, Management Major, concentration in Human Resources; Minor in I/O Psychology
Deerfield High School 2006 — 2010
High School Diploma
Liquidity Services, Inc July 2011 - Present
Harris Associates April 2007 - July 2011
Independent Consultant 1997 - 2011
Tulane University August 2002 - August 2006
Apple Computer 2004 - 2005
Vassar College 2000 - 2005
Skills
Network Security, Information Security..., Computer Security, Project Management, Security, Vulnerability Assessment, Process Improvement, Network Engineering, PCI DSS, Vulnerability Management, Computer Forensics, Penetration Testing, IT Security Policies, Technical Writing, Technical Documentation, Ethical Hacker, IT Security Operations, IT Security Assessments, Statistics, SOX Compliancy, IT Asset Management, VMware Infrastructure, Log Management, Hardware Diagnostics, Research, Malware Analysis, Public Speaking, Redundancy Management, IT Compliance, HPCC, Large Scale Deployments, Security Incident..., Security Incident &..., Data Retention, Email Archiving, Critical Infrastructure, Technology Education, Enterprise Network...
Education
Tulane University 2002 — 2006
Bachelor of Science (BS), Cognitive Science / Psychology and English Literature
Northwestern University 2005 — 2006
Cognitive Science
Lake Forest High School 1998 — 2002
MORTENSON CONSTRUCTION August 2015 - Present
J & E Property Management February 2014 - February 2015
JEM Property Management July 2012 - December 2013
Harris & Associates January 2004 - April 2012
Harris Associates May 1992 - July 2000
Skills
Office Management, Administrative Support, Supplies, Microsoft Office, Invoicing, Scheduling, Spreadsheets, Administrative..., Outlook, Contract Management, Proposal Writing, Process Scheduler, Management, Budgets, PowerPoint, Construction Management, Construction, Project Planning, Project Estimation, Civil Engineering
Education
College of Southern Nevada
In-Progress, Business Administration
Merrill Lynch October 2001 - Present
Redpea, Inc. May 2000 - October 2001
JP Morgan Chase April 1997 - May 2000
Harris Associates August 1984 - April 1997
Skills
Integration, Solution Architecture, Strategy, Portfolio Management, Management, Master Data Management, CRM, SDLC, Oracle, SOA, Strategic Planning, Data Modeling, Project Management, Web Services, Business Process..., Linux, Informatica/Siperian..., Cassandra, Hbase,..., TIBCO BPM,MS SQL, MYSQL, BM Operational Decision..., Java.J2EE, .NET, C#, C,..., Machine Learning, Spring, Spring Integration, R programming
Education
State University of New York at Buffalo 1982 — 1984
MBA, Information Systems & Management Science
National Chung Hsing University
Harris Associates 1997 - Present
Stein Roe & Farnham 1988 - 1997
Continental Bank October 1985 - April 1988
Skills
Portfolio Management, Equities, Asset Management
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA, Finance, Economics
University of Iowa 1981 — 1985
BBA, Accounting
Benet Academy 1977 — 1981
HS Diploma
Harris Associates 2014 - Present
Northwestern Mutual March 2013 - September 2014
Northwestern Mutual June 2010 - March 2013
Elm Street Publishing Services May 2008 - July 2010
Elm Street Publishing Services January 2007 - August 2007
Chicago Social Magazine January 2007 - January 2007
Char Crews, Inc January 2000 - January 2007
Western Springs Swim Club April 2000 - January 2006
DePauw University July 2005 - October 2005
Skills
Editing, Proofreading, Social Media, Social Networking, Copy Editing, Adobe Acrobat, Event Planning, Research, Public Speaking, PowerPoint, Editorial, Time Management
Education
DePauw University 2004 — 2008
BA, English Literature
Lyons Township High School 2000 — 2004
High School
Federated Insurance March 2009 - Present
Harris Associates November 2006 - September 2008
Citysearch May 2006 - November 2006
CareerBuilder.com July 2005 - May 2006
Chicago Mercantile Exchange April 2003 - December 2004
Chicago Mercantile Exchange July 2002 - April 2003
Skills
Account Management, Insurance, Marketing, Management, Strategy, Leadership, Sales, Risk Management, Analysis, Customer Service, Finance, Commercial Insurance, Negotiation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2004
Core business coursework
University of Michigan 1999 — 2001
Bachelor of Musical Arts, Performance
Cleveland Institute of Music 1998 — 1999
Music Performance
Harris Associates April 2008 - Present
Research Affiliates 2006 - 2008
Stratford Advisory Group, Inc 1998 - 2006
Wilshire Associates 1997 - 1998
US Army 1989 - 1993
Education
Duke University - The Fuqua School of Business 1993 — 1995
M.B.A., Finance
United States Military Academy at West Point 1985 — 1989
B.S., Finance
Harris Associates FounderGreen Earth Poets Cafe-FounderAugust 2013 - Present
Harris Associates Tax & Accounting January 2011 - January 2012
Education
City University of New York-Baruch College 2012 — 2015
Master's Degree, Non profit management and administration
Medgar Evers College 2008 — 2010
B.S., Accounting
The Showmen's League of America January 2015 - Present
Sugar Mom Treats September 2008 - August 2014
Harris Associates April 2002 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Budgets
Education
DePaul University
BS, Business/Commerce, General
Richmond, The American International University in London
The French Pastry School
L'Art de la Pâtisserie
Ariel Investments April 2005 - Present
Harris Associates August 2002 - April 2005
Skills
Financial Services, Fund Administration, Fund Accounting, Mutual Funds
Education
Loyola University Chicago 2007 — 2009
Master of Business Administration (MBA), Finance
University of Minnesota-Twin Cities 1994 — 1999
Bachelor of Science (BS), Accounting
Harris Associates June 2014 - Present
Harris Associates June 2012 - Present
Grinnell College May 2011 - June 2012
Grinnell College August 2011 - May 2012
Harris Associates May 2011 - August 2011
Skills
Investments, Economics, Microsoft Excel, Research, Microsoft Office, Financial Analysis, Microsoft Word, Financial Modeling, Community Outreach, Statistics, Portfolio Management, Equities
Education
Grinnell College 2008 — 2012
BA, Economics
Pearl Meyer & Partners July 2015 - Present
Mitre Media May 2015 - June 2015
Harris Associates October 2014 - March 2015
Illinois Housing Development Authority June 2014 - November 2014
UBS February 2014 - June 2014
Blue Star Partners, LLC January 2014 - March 2014
DePaul University September 2013 - 2014
Laramar Group August 2011 - 2014
New Smile Center-Dental Office June 2011 - September 2011
Global Youth Leadership Institute June 2008 - August 2011
Skills
Investment Analysis, Microsoft Office, Customer Service, PowerPoint, Research, Microsoft Word, Microsoft Excel, Outlook, Economics, Budgets, Public Speaking, Strategic Planning, Accounts Receivable, Editing, French, Account Reconciliation, Real Estate Transactions, Negotiation, Spanish Literature, Spanish-English, Yardi Property..., RDP, Final Cut Pro
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2017
Master of Science (M.S.), Finance
DePaul University 2011 — 2015
Bachelor’s of Science, Economics & Finance
Lake Forest Academy 2007 — 2011
Prep School
Harris Associates June 2014 - Present
Access Media 3 November 2012 - June 2014
American Chartered Bank December 2007 - November 2012
Skills
Banking, Commercial Banking, Retail Banking, Loans, Credit, Administrative..., Credit Analysis, Commercial Lending, Microsoft Excel, Networking, Portfolio Management
Education
DePaul University 2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Business Management in Human Resource
PPM America May 2012 - Present
Harris Associates November 2010 - April 2012
Harris Associates January 2008 - November 2010
Harris Associates May 2003 - January 2008
Harris Associates July 2002 - May 2003
State of Illinois - Liquor Control Commission May 2002 - July 2002
Skills
Bloomberg, Mutual Funds, Equities, Fixed Income, Investments, Asset Managment, Securities, Financial Analysis, Options, Investment Strategies, Microsoft Excel, VBA, Investment Management, PowerPoint, Financial Services, Economics, Project Management, Business Analysis, Microsoft Word, Leadership, Asset Management, Finance
Education
Loyola University of Chicago 2000 — 2005
BBA, Finance and Marketing
Suga Shoppe October 2010 - Present
Macadamia Natural Oil June 2013 - December 2014
Pace Products LLC April 2004 - June 2012
McCarthy Building Companies, Inc. November 2003 - April 2004
Harris Associates April 2000 - January 2002
Skills
Social Media Marketing, Marketing Strategy, Advertising, Trade Shows, Brand Development, Marketing, New Business Development, Strategic Planning, Sales, Sales Management, Team Building, Coaching, Copywriting, Customer Service, Retail, Creative Direction, Public Speaking, Event Management, Small Business
Education
Ashley University 2009 — 2014
Bachelor's Degree, Business Administration and Management, General
Academy of Art University 2002 — 2004
N/A, Fashion/Apparel Design
Harris Associates August 2015 - Present
Alcalde & Fay January 2014 - August 2015
The Normandy Group LLC June 2013 - December 2013
The Normandy Group LLC May 2012 - May 2013
U.S. Senator Mark Kirk May 2011 - July 2011
U.S. Congressman Michael Turner (OH-3) February 2011 - April 2011
Skills
Facebook, Fundraising, Press Releases, Event Planning, Social Media, Public Speaking, Research
Education
Miami University 2008 — 2012
B.S., Political Science & Journalism
Lake Forest High School 2004 — 2008
Warner Bros. Entertainment Group of Companies August 2015 - Present
Fox (Film, TV and Sports) August 2015 - Present
Bandito Brothers July 2015 - July 2015
Madalyn Productions May 2015 - July 2015
ANN INC. (parent company of Ann Taylor, LOFT & Lou & Grey) January 2014 - March 2015
Harris Associates August 2013 - November 2013
Barnard Bartending Agency January 2013 - May 2013
Columbia University in the City of New York February 2012 - May 2013
New York Theatre Workshop May 2012 - August 2012
The Public Theater June 2011 - August 2011
Skills
Problem Solving, At Multitasking, Thrive in A Fast-paced..., Quick Study, Grasp New Concepts..., Educational Leadership, Curriculum Development, Teaching, Classroom, Curriculum Design, Improvisation, Sketch Comedy, Creative Writing, Public Speaking, Film, Production Assistance, Fun Loving, Communication, Microsoft Suites, Social Media, Typing, General Office Skills, Theatre, Editing, Event Planning, Facebook, Microsoft Office
Education
Barnard College 2009 — 2013
Bachelor's degree, Theatre, English, 3.7
The Second City Training Center 2013 — 2015
Certificate, Improvisation, Sketch Writing
Atlanta International School 2007 — 2009
International Baccalaureate
Harris Associates August 2014 - Present
Daniel Murphy Scholarship Fund May 2014 - Present
Cortland Capital Market Services LLC January 2013 - August 2014
Blackmore Partners May 2011 - August 2011
Vector Marketing May 2008 - November 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Financial Statement..., Finance, Investments, Private Equity, PowerPoint, Microsoft Office, Business Strategy
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (BS), Finance, Entrepreneurship and Corporate Innovation
St. Francis High School 2004 — 2008
BNY Mellon July 2011 - Present
Talon Asset Management November 1992 - July 2011
Harris Associates June 1984 - November 1992
Skills
Certified Public...
Education
Keller Graduate School of Management of DeVry University 2005 — 2008
Masters Degree, Accounting
Northern Illinois University - College of Business 1980 — 1984
Bachelor of Science (B.S.), Finance, General
Locke Lord LLP May 2015 - Present
LexisNexis May 2013 - April 2015
Locke Lord LLP May 2014 - July 2014
University of Notre Dame August 2013 - April 2014
United States District Court for the Central District of Illinois May 2013 - August 2013
Harris Associates May 2012 - August 2012
Skills
Strategy, Financial Analysis, Corporate Finance, Management, Public Speaking, Mutual Funds, Higher Education, LexisNexis, Investments, Budgets, Research, Lexis
Education
University of Notre Dame Law School 2012 — 2015
Doctor of Law (J.D.)
Loyola University of Chicago 2009 — 2012
Bachelor of Business Administration, Finance, 3.8
Harris Associates June 2015 - Present
Advisory Research February 2013 - April 2015
William Blair and Company June 2010 - February 2013
Indiana University Bloomington August 2007 - April 2008
Backstop Solutions Group 2008 - 2008
Skills
Equity Research, Financial Modeling, Sell Side, Valuation, Investments, Equity Valuation, Bloomberg, DCF, Equities, Financial Analysis, Due Diligence, Financial Statement..., Investment Banking, Corporate Finance, Capital Markets
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Finance & Accounting
Maine South High School
Harris Associates July 2013 - Present
Discovery Chicago March 2013 - June 2013
Hunger-Free Minnesota December 2012 - January 2013
Christ Presbyterian Church 2006 - December 2012
Edina Park and Recreation 2007 - 2011
Skills
Teaching, Marketing, Facebook
Education
Miami University 2008 — 2012
Bachelor of Science: Business, Marketing
University of New Haven 2010 — 2010
Global Marketing, Architecture and Painting in Barcelona, History of Barcelona, Contemporary Spain
Edina High School 2005 — 2008
Harris Associates December 2014 - Present
Harris Associates September 2013 - December 2014
Invesco June 2012 - August 2012
Skills
Investments, Portfolio Management, Financial Modeling, Market Research, Marketing, Business Development, Analysis, Leadership, Accounting, Management, Equities, Securities, Financial Analysis, Strategic Planning
Education
Lewis University
Bachelor of Science (BS), Finance, General
Loyola University Medical Center June 2015 - Present
Swedish Covenant Hospital May 2014 - May 2015
Harris Associates October 2013 - April 2014
Skills
Leadership, Public Speaking, Microsoft Office, Fundraising, PowerPoint, Time Management, Research, Microsoft Word, Teamwork, Customer Service, Social Networking, Team Management, Lytec Electronic Health..., CPR Certified, AED, First Aid
Education
Loyola University Chicago 2015 — 2016
Bachelor’s Degree, Registered Nursing/Registered Nurse
Loyola University of Chicago 2009 — 2013
Bachelor's Degree, Psychology, Minors in Neuroscience and Bioethics
FPA September 2011 - July 2012
Harris Associates January 2004 - December 2010
Brandes Investment Partners March 2001 - December 2003
Skills
Equities
Education
Miami University 1997 — 2000
BS, Finance
MB Investments September 2015 - Present
Next Chapter Holdings, LP January 2014 - Present
Harris Associates January 2012 - September 2013
Monroe Capital March 2010 - January 2012
Man Investments July 2002 - November 2009
Fimat December 1993 - July 2002
First Options 1990 - 1993
Skills
Portfolio Management, Superior Client Service, Hedge Funds, Compliance, Futures, Broker-Dealer, Alternative Investments
Education
Northern Illinois University 1984 — 1988
B.A, Psychology
Mather
Portfolio Pathway November 2014 - Present
Atlantic Trust April 2013 - November 2014
Harris Associates October 2005 - April 2013
Atlantic Trust January 2001 - January 2005
Atlantic Trust January 1999 - January 2001
West Hills Asset Management January 1996 - January 1999
Performance Measurement January 1996 - January 1999
Skills
Mutual Funds, Investments, Bloomberg, Portfolio Management, Securities, Client Relations Skills, Superior Client Service, Microsoft Office, Client Services, Client Relations
Education
Roosevelt University 1998 — 2002
MBA, Finance
Eastern Illinois University 1992 — 1996
Bachelor of Science, Finance
Harris Associates November 2014 - Present
Opus Fund Services July 2013 - October 2014
Opus Fund Services March 2013 - July 2013
Sikich August 2011 - March 2013
Indonesian Trade Promotion Center May 2009 - December 2010
University of Illinois September 2007 - May 2009
Skills
Audit, Tax Preparation, Financial Reporting, Financial Analysis, Financial Accounting, Financial Control, Governmental Compliance, Non-profit..., Investments, Alternative Investments, Accounting, Auditing, Tax, Budgets, Corporate Finance, GAAP, Account Reconciliation, Partnership Accounting, Hedge Funds, Accounts Payable, Accounts Receivable, Variance Analysis
Education
University of Illinois at Chicago 2007 — 2009
MBA, Accounting & Finance
1999 — 2004
BSc, Agrosocio Economics
Al Azhar 1 1996 — 1999
Nico Holdings LLC July 2009 - Present
Harris Associates January 2007 - September 2008
UBS Global Asset Management 1991 - 2006
Chicago Stock Exchange 1989 - 1991
Skills
Microsoft Project, Microsoft PowerPoint, Microsoft Visio, Microsoft Office, WBS ChartPro, SharePoint, C, Perl, FIX, TCP/IP, Unix, Linux, SQL 2008, Oracle SQL, PL/SQL
Education
Chicago Deming Assoc. 2009 — 2009
Six Sigma Green Belt Training
Illinois Institute of Technology 1985 — 1987
MBA, Business
Northern Illinois University 1976 — 1980
BFA
DePaul University
Harris Associates September 2012 - Present
Sawdust Investment Management March 2008 - July 2012
Bank of America May 2005 - March 2008
UBS December 1997 - April 2005
Motorola August 1994 - September 1997
Skills
IT Strategy, Trading Systems, Enterprise Architecture
Education
Northwestern University - Kellogg School of Management 1998 — 2001
MBA, Management & Strategy, Finance
Columbia University in the City of New York 1990 — 1994
BA, Computer Science
FPA (First Pacific Advisors) 2011 - Present
Harris Associates 2005 - 2011
Salomon Brothers 2000 - 2003
Goldman Sachs 1999 - 2000
Education
Harvard Business School 2003 — 2005
MBA, Finance
Sciences Po 1998 — 1999
Ancien eleve
Université Panthéon Assas (Paris II) 1998 — 1999
DESS, Droit et Fiscalite Internationale
HEC 1996 — 1999
Diplome Grande Ecole, MSJFI
Franklin 1990 — 1994
Okabena Investment Services September 2006 - Present
Harris Associates June 2000 - August 2006
Skills
Investments, Alternative Investments, Asset Management, Equities, Portfolio Management, Hedge Funds, Asset Allocation, Financial Modeling, Investment Strategies, Investment Management, Financial Reporting, Private Equity
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
MBA
University of Wisconsin-Madison 1995 — 2000
Harris Associates June 1989 - June 2015
Wertheim Schroder June 1986 - June 1988
Skills
Portfolio Management, Asset Management, Investments, Equities, Management, Hedge Funds, Alternative Investments, Mutual Funds, Financial Modeling, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Accounting and Finance
Princeton University 1982 — 1986
Bachelor’s Degree, Economics
Envestnet, Inc November 2014 - Present
Portfolio Pathway October 2013 - November 2014
Envestnet Asset Management February 2011 - October 2013
Harris Bank May 2009 - February 2011
Harris Bank January 2007 - May 2009
Mesirow Financial 2005 - 2007
Pershing Advisor Solutions, LLC 2003 - 2005
Pershing 2000 - 2005
Harris Associates 1997 - 2000
Skills
Financial Services, Relationship Management, Series 7
Education
Northern Illinois University 1987 — 1991
Resolute Advisors LLC September 2000 - Present
resolute advisors llc January 2000 - Present
Illinois Institute of Technology September 1992 - Present
Valor Equity Partners November 2002 - May 2011
Harris Associates June 1992 - January 2000
Skills
Venture Capital, Strategy, Strategic Planning, Business Strategy, Start-ups, Entrepreneurship, Management Consulting, Portfolio Management, Private Equity, Intellectual Property, Research, Mergers & Acquisitions, Leadership Development, Competitive Analysis, Financial Analysis
Education
American University Washington College of Law 1964 — 1968
JD, Law
Illinois Institute of Technology 1960 — 1964
Bachelor of Science (BS), Chemical Engineering
Illinois Department of Commerce & Economic Opportunity 2012 - Present
Illinois Governor's Office of Management & Budget 2009 - 2012
Harris Associates 2007 - 2009
Mitchell, Vaught & Taylor Inc 2003 - 2007
Caribou Coffee 2000 - 2003
Education
Benedictine University 2004 — 2006
MBA
North Central College 1996 — 2000
BA
Northern Trust Corporation September 2015 - Present
Arthur J. Gallagher and Co. June 2013 - April 2014
Arrowstream September 2008 - January 2011
Lowery Asset Consulting April 2004 - December 2007
Harris Associates November 2002 - November 2003
TD Waterhouse Securities February 1998 - August 2001
National Discount Brokers January 1995 - November 1997
Linnco Futures October 1992 - December 1994
Skills
Account Reconciliation, Accounts Payable, Financial Accounting, Financial Services, Microsoft Excel, Microsoft Office, General Ledger, Great Plains Software, PowerPoint, Journal Entries, Due Diligence, Industry Research, Industry Analysis, Bloomberg, Staff Accountant, Month End Close, Advent Axys, Net Asset Value, Account Management, Bank Reconciliation, Hedge Funds, Separately Managed..., Performance Management, Performance Measurement, MS Excel Pivot Tables
Education
DePaul University 1989 — 1993
Bachelor's Degree, Finance
Wm. Harris Inv. April 2004 - Present
Harris Associates 2002 - 2004
Harris Alternatives 1999 - 2001
Harris Associates 1996 - 1999
Square D Company August 1994 - 1996
A. Epstein & Sons October 1993 - August 1994
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1999
MBA, Finance
Illinois State University
BS, Accounting
Harris Associates January 2012 - Present
Amethyst Capital Management, L.P. January 2011 - December 2011
GEICO Investments January 2007 - December 2010
Frist Capital 2005 - 2007
ESL Investments 2002 - 2005
Morgan Stanley 2000 - 2002
Skills
Investments, Asset Management, Equities, Valuation, Hedge Funds, Financial Modeling, Portfolio Management, Alternative Investments, Bloomberg, Investment Management, Private Equity, Financial Analysis, Corporate Finance, Due Diligence, Investment Banking
Education
Duke University
BA, Economics
Harris Associates July 2012 - Present
Reform Chicago October 2011 - Present
JPMorgan Chase 2002 - 2008
Wells Capital Management 2000 - 2002
PIMCO 1999 - 2000
Skills
Asset Management, Portfolio Management, Asset Allocation, Financial Services, Hedge Funds, Alternative Investments, Investments, Investment Management, Equities, Mutual Funds, Financial Modeling, Investment Strategies, Fixed Income, Series 7, Bloomberg
Education
Indiana University Bloomington 1995 — 1999
Majors in Finance and International Studies, Minor in Political Science
International Monetary Fund September 2013 - Present
Larch Lane Advisors May 2007 - August 2013
Northern Trust Global Investments May 2003 - April 2007
American Express Financial Advisors January 2002 - April 2003
CIBC Oppenheimer January 1999 - January 2002
Harris Associates June 1996 - December 1998
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Portfolio Management, Bonds, Fixed Income, Asset Allocation, Equities, Asset Managment, Investments, Investment Strategies, Trading, Capital Markets, Asset Management, Mutual Funds, Private Equity, Due Diligence, Bloomberg, Investment Management, Investor Relations, Emerging Markets, Derivatives, Valuation, Financial Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1994
MBA, Finance
Cornell University 1984 — 1989
AB, Mathematics
Lowell High School 1980 — 1984
Advocate Health Care 2014 - Present
Segall Bryant & Hamill 2011 - Present
Archos Restaurant Services Inc. 2010 - 2011
Aurora Investment Management (formerly Harris Alternatives LLC) 2001 - 2010
Harris Associates 2000 - 2001
Skills
Hedge Funds, Alternative Investments, Investments, Due Diligence, Investment Management, Asset Allocation, Trading, Investment Strategies
Education
DePaul University 1997 — 2001
Bachelor, Finance
Harris Associates 2004 - 2007
Goldman Sachs/Hull 1999 - 2002
Xerox Connect 1999 - 1999
Pella Corporation 1997 - 1999
Ball Horticultural Company 1996 - 1997
GE Information Systems 1994 - 1996
McDonald's Corporation 1991 - 1994
mdbs 1989 - 1991
Interactive Software Products 1987 - 1988
William James & Associates 1987 - 1988
Education
Minnesota State University, Mankato 1983 — 1987
TGG Group January 2015 - Present
Technology and Facilities October 2012 - December 2014
Getco LLC April 2008 - April 2012
Harris Alternatives (now Aurora Investment Management) June 2003 - August 2007
Harris Associates June 1999 - June 2003
Attorneys' Title Guaranty Fund September 1996 - June 1999
HIMSS November 1995 - August 1996
Skills
Data Center, Project Management, Team Leadership, Vendor Management, Process Improvement, Contract Negotiation, IT Strategy, Team Building, Storage Area Networks, Cloud Computing, Enterprise Software, Information Security..., Leadership, Infrastructure Planning, Fly Fishing, Facility Relocation, Telecommunications, Infrastructure, Information Security, Networking, Security Policy..., Enterprise Architecture, Disaster Recovery, Information Security..., Information Security..., Facilities Management, Databases, SQL, Facilities Planning, Electronic Trading, Nagios, BBQ
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
MBA, Finance and MIS
Illinois State University 1986 — 1991
BS, Organizational Management
Harris Associates September 2015 - Present
Milestones Technology Training and Consulting March 1995 - Present
Blackbaud 2012 - 2014
Skills
Microsoft Technologies, Business Intelligence, Windows, SaaS, Software Development
Education
The University of Chicago Booth School of Business 1989 — 1990
MBA, Finance and Marketing
University of California, Berkeley 1986 — 1989
Bachelor's degree, Mechanical Engineering
Community College of the Air Force 1983 — 1985
Associate of Science (AS), Electronic Systems Technology
University of Alabama 1979 — 1981
Drama and Dramatics/Theatre Arts, General
Harris Associates September 2013 - Present
Harris Associates February 1998 - September 2013
New Boston Systems October 1997 - January 1998
Millennium Information Services February 1997 - October 1997
Millennium Information Services June 1996 - February 1997
Data Instruments November 1995 - June 1996
US Army July 1987 - August 1991
Education
DeVry University-Illinois 1994 — 1997
Bachelor of Science, Telecommunications Management
Performance Trust Capital Partners March 2008 - Present
Harris Associates 2007 - 2008
Skills
Operating Systems, System Administration, Active Directory, Windows, Windows Server, Servers, Blackberry Enterprise..., VMware, Security, ActiveSync, DHCP, VPN, DNS, TCP/IP, Networking
Education
Computer Training 2007 — 2008
MCP, Completed courses for MCSA and MCSE
Oakton Community College 2000 — 2002
Harris Associates November 2000 - Present
Skills
SharePoint, Customer Service, Microsoft Excel, Equities, VBA, SDLC, Vendor Management, Microsoft Office, Blackberry Enterprise..., Business Analysis, SQL, Management, Leadership, Project Management, Investments, Microsoft SQL Server, Security, Windows Server, Software Documentation, Information Technology, Bloomberg Software, PowerPoint, Factset, VDI, iPad Support, iPhone Support, Cisco VoIP, ITIL v3 Foundations...
Education
Ball State University
DeVry University
BS, Electronics Engineering
Harris Associates October 2011 - Present
Harris Associates June 2001 - October 2011
Scudder Investments February 1998 - June 2001
ADM Investor Services 1996 - 1998
Skills
Securities, Mutual Funds, Equities, Axys, Series 63, Management, Bloomberg, Series 7, ITG OMS (MacGregor XIP), ITG Compliance..., Advent Axys, Fixed Income, Hedge Funds, Team Building, Fund Accounting, Alternative Investments, Recruiting, Investment Management, Series 24, Charles River IMS
Education
Indiana University-Northwest 1992 — 1996
Bachelor of Science, Business Management
Grover Corp October 2013 - Present
Allied Plastic January 2011 - August 2013
Family Partnership May 2007 - December 2011
Breezy Hill Nursery March 2005 - April 2007
Washburn Machinery, Inc May 2004 - January 2005
Harris Associates March 2001 - May 2004
Goldman Sachs Asset Management April 1991 - November 2001
Putnam Investments June 1987 - July 1991
Skills
Asset Managment, Investments, Cross-functional Team..., Project Management, Process Improvement, CRM, Risk Management, Asset Management, Customer Service, Finance, Sales, Strategy, Strategic Planning
Education
Harvard University 1989 — 1991
CSS, Business
University of Wisconsin-Madison 1982 — 1986
Marco Consulting Group 2007 - Present
Nadler Financial Group 2005 - 2006
Harris Associates 2001 - 2005
John A. Shea Investment Advisor 1993 - 2001
Skills
Equities, Asset Allocation, Alternative Investments, Investments, Asset Management, Fixed Income, Investment Management, Hedge Funds, Portfolio Management, Investment Strategies, Financial Analysis, Mutual Funds, Due Diligence, Bloomberg, Financial Modeling
Education
Carleton College 1989 — 1993
Bachelor of Arts (BA), Economics and Mathematics, 3.2
Loyola University Chicago 1996 — 1998
Master of Business Administration (MBA), Finance, 3.6
Harris Associates May 2015 - Present
Goldman Sachs March 1998 - May 2015
Andersen Consulting 1993 - 1998
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Management, Investment Management, Mutual Funds, Project Management, Fund Of Funds, Investor Relations, Vendor Management, Operations Management, Consulting, Real Estate
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Finance
University of Notre Dame
BA, English/Philosophy
Leopold-Franzens Universität Innsbruck
German Language and Literature, ND Sophomore Year Abroad
Harris Associates May 2006 - Present
International Engineering Consortium 1999 - 2006
IEC 1999 - 2006
Skills
DNS, DHCP, Windows Server, VPN, Firewalls, Active Directory, VMware ESX, Microsoft Certified..., VMware, IIS, Microsoft Exchange..., Citrix, Project Management, System Administration, Group Policy, Security, TCP/IP, Network Administration, Cisco Networking, Switches, RSA, Lotus Notes, Clustering, Administration, OWA, ActiveSync, Network Security, Disaster Recovery, Operating Systems, Cisco, Windows Server 2008, Servers, Windows, Virtualization, Troubleshooting, Linux, Routers, Documentation, Red Hat Linux, Computer Hardware, WAN, Deployment, Storage, Microsoft Technologies, SAN, IDS, IPS, IT Strategy, Networking, Cisco Technologies
Education
Illinois Institute of Technology 1998 — 2003
BS, Computer Science, CIS - Minor in Management
Harris Associates November 2007 - Present
Harris Associates November 2005 - November 2007
Northern Trust April 2004 - November 2005
LaSalle Bank February 2002 - April 2004
LaSalle Bank March 2000 - April 2004
PPM America 1997 - 2000
EVEREN Securities 1994 - 1997
Education
Illinois State University 1984 — 1988
BS, Finance
Oracle January 2014 - Present
BigMachines November 2012 - December 2013
INCISENT Technologies October 2011 - September 2012
Smith Micro Software January 2009 - October 2011
SPSS June 2000 - November 2008
ABN AMRO January 1998 - June 2000
Harris Associates June 1993 - December 1998
Donaldson, Lufkin & Jenrette June 1989 - August 1989
Skills
Agile Methodologies, C++, Software Engineering, Software Development, SDLC, Java, Integration, Java Enterprise Edition, Software Project..., SaaS, Subversion, Linux, Software Quality..., XML, Scrum, Cloud Computing, SQL, JavaScript, Mobile Devices, Software Design, Testing, Enterprise Software
Education
Carnegie Mellon University 1989 — 1993
B.S. Information and Decision Systems
Vibes October 2013 - Present
Gannett March 2013 - October 2013
quadrantONE LLC July 2008 - March 2013
JPMorgan Chase 2005 - 2008
Bankers Life and Casualty Company September 2002 - 2005
Harris Associates 2000 - 2002
Skills
Forecasting, Salesforce.com, Budgets, General Ledger, Microsoft Excel, Account Management, QuickBooks, Financial Analysis, Strategic Planning, Accounts Receivable, Variance Analysis, Sales, Cross-functional Team..., PowerPoint, Microsoft Word, Financial Accounting, Access, Project Management, Customer Service, Marketing Strategy, Process Improvement, Online Advertising, Leadership, Strategic Financial..., Accounting, Account Reconciliation
Education
Indiana University Bloomington 1995 — 2000
BA Business, Finance and Accounting
Harris Associates May 2005 - Present
ABN AMRO January 1998 - April 2005
Spear Leeds and Kellogg December 1997 - January 1998
Firstar Bank June 1992 - December 1997
Skills
Fixed Income, Series 7, Equities, Asset Management, Bloomberg, Bonds, Hedge Funds, Securities, Portfolio Management, Asset Allocation, Trading, Investments, Alternative Investments, Mutual Funds, Capital Markets, Investment Management, Financial Markets, Derivatives, Options, Investment Strategies
Education
Marquette University
MBA, Finance/Marketing
Harris Associates May 2003 - Present
Indus System October 2001 - April 2003
US Robotics January 1996 - February 2002
USRobotics Inc. (Chicago, IL. USA) 1996 - 2001
3Com 1996 - 2001
Continental Bank September 1993 - January 1996
Zenith Electronics 1989 - 1993
Skills
Trading Systems, Agile Methodologies, Wireless, Software Development, SDLC, Electronic Trading, JavaScript, Integration, Project Management, Business Analysis, SQL, Microsoft SQL Server, Business Process..., VB.NET, Software Project..., Databases, Portfolio Management, C#, Process Improvement, Linux, Business Intelligence, Vendor Management
Education
Kansas State University 1983 — 1986
M.S, Engineering
Harris Associates June 2015 - Present
Keno Kozie Associates July 2013 - June 2015
Keno Kozie Associates June 2011 - July 2013
Workshare July 2012 - February 2013
Abt Electronics December 2009 - June 2011
Northwestern Education Center February 2009 - March 2010
DePaul University September 2003 - August 2008
DePaul University July 2006 - August 2006
DePaul University June 2002 - August 2005
Skills
Help Desk Support, Windows 7, Software Installation, Physics, Troubleshooting, Microsoft Office, Computer Hardware, Citrix, OS X, Data Analysis, Active Directory, Windows, Programming, Matlab, Workshare, Autonomy iManage, Java, Mathematica, LaTeX, Electronics, Mathematical Modeling, Teaching, Cisco VPN, NetDocuments, Worldox, Numara Footprints, Track-It, Laser Physics, Fluid Dynamics, Service Desk Express, Salesforce.com, VMware, SharePoint, Hardware, Technical Support
Education
DePaul University 2006 — 2009
M.S., Applied Physics
DePaul University 2002 — 2006
B.S., Applied Computational Physics
Harris Associates February 2008 - Present
Skills
Project Management, PowerPoint, Process Improvement, Microsoft Excel, Time Management, Team Building, Microsoft Word, Microsoft Office, Portfolio Management, Risk Management, Visio
Education
Middle Tennessee State University 2004 — 2006
BA, Management
Bank of Tokyo-Mitsubishi UFJ October 2013 - Present
Harris Associates 2001 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, System Administration, SharePoint, Asset Management, Time Management, Customer Service, Financial Services, Human Resources, Process Improvement, Databases, Team-oriented, Administration
Education
DeVry University-Illinois 2007 — 2008
Bachelor's degree, Technical Management
Cicero School District 99 August 2009 - Present
Atlantic Trust November 2005 - June 2009
Harris Associates 1997 - 2000
Skills
Bloomberg, Microsoft Excel, Outlook, PowerPoint, Asset Allocation, Event Planning, Mutual Funds, Investments, Microsoft Word, Investment Management, Asset Managment, Portfolio Management, Investment Strategies, Securities, Equities, Series 7, Microsoft Office, Wealth Management, Fixed Income, Customer Service, Classroom, Tutoring
Education
Quincy University 2009 — 2010
MSE, Education
DePaul University 1992 — 1997
BSC, Finance
Harris Associates June 2013 - Present
Harris Associates September 2011 - May 2013
Harris Associates December 2010 - August 2011
Harris Associates November 2000 - December 2010
Mallon & Johnson 1999 - 2000
Education
The John Marshall Law School 2006 — 2010
J.D.
Luther College 1993 — 1997
B.A., English, Spanish
Harris Associates March 2015 - Present
IndCor Properties May 2014 - March 2015
JPMorgan Chase July 2013 - May 2014
Stout Risius Ross March 2012 - April 2013
Stout Risius Ross February 2012 - March 2012
Stout Risius Ross September 2009 - February 2012
Ball State University May 2006 - July 2009
Warner Brothers Entertainment, UK June 2007 - August 2007
Skills
Outlook, PowerPoint, Microsoft Word, Microsoft Office, Administrative..., Time Management, Data Entry, Telephone Skills, Teamwork, Editing, Recruiting, Financial Analysis, Access, Budgets, Photoshop, Public Speaking, Teaching, HTML, Social Media, Research, Administrative..., Microsoft Excel
Education
Ball State University 2005 — 2009
Bachelor of Arts
Harris Associates September 2014 - Present
OCI Contracting Inc. December 2011 - September 2014
MiG Nevada September 2009 - July 2011
Kitchell Contractors October 2004 - August 2009
Skills
Change Orders, Pre-construction, Construction Management, Leadership, Value Engineering, CPM Scheduling, Primavera P6, Subcontracting, Project Estimation, Construction, Contractors, Constructability, Submittals, Contract Management, Design-Build, Project Bidding
Education
Northern Arizona University 1998 — 2003
B.S., Construction Management / Economics
Harris Associates October 2014 - Present
OCI Contracting July 2013 - October 2014
Tre Builders April 2012 - February 2013
Scope Services,Inc. February 2011 - April 2012
M.J. Dean Construction October 2007 - August 2009
Skills
Construction, Microsoft Excel, Microsoft Office, Project Planning, Process Scheduler, Contract Management, Pre-construction, Construction Management, Team Building, LEED AP, Project Management, Electricians, Subcontracting, Concrete, CPM Scheduling, Change Orders, Value Engineering, Microsoft Word, Contract Negotiation, Primavera P6, Contractors, AutoCAD, Renovation, Engineering, Supervisory Skills, Strategic Planning, Inspection, Project Estimation, Budgets, Earthworks, Project Bidding, High Rise, RFI, Construction Drawings, Design-Build, LEED, Procurement, Steel Structures, Troubleshooting, Prolog, Customer Service, Drainage, Suretrack, Construction Safety
Education
Eastern Michigan University 2001 — 2005
Construction Management
Nuveen Investments May 2011 - Present
RREEF June 2007 - May 2011
RMB Capital Management August 2005 - May 2007
Harris Associates 2001 - 2005
Nordstrom 1995 - 2000
Skills
Equities, Fixed Income, Bloomberg, Trading Systems, Asset Management, Securities, Portfolio Management, Options, Hedge Funds, Mutual Funds, Trading, Investments, Capital Markets, Asset Allocation, Electronic Trading, Derivatives, Bonds, Valuation, Financial Services
Education
DePaul University 1998 — 2001
Bachelor's Degree, Finance
City of Mission Viejo 2012 - Present
PIMCO 1999 - 2009
Capitol Resource Advisors 1998 - 1999
SEI Capital Resources 1996 - 1997
Harris Associates 1993 - 1996
SEI Investments 1987 - 1993
Skills
Fixed Income, Capital Markets, Investments, Asset Allocation, Financial Analysis, Asset Management, Derivatives, Investment Management, Portfolio Management
Education
The University of Chicago - Booth School of Business 1989 — 1991
MBA, Finance
Bowling Green State University 1984 — 1985
Teaching Certificate, Secondary Mathematics
Bowling Green State University 1978 — 1982
B.S., Business Management
Self - Employed May 2010 - Present
Harris Associates 1993 - 1998
Education
Illinois State University
Cushman & Wakefield March 2015 - Present
Colliers International Atlanta February 2013 - March 2015
Harris Associates November 2010 - February 2013
Deutsche Bank August 2009 - August 2010
Vinings Marine Group LLC May 2006 - August 2009
Skills
Financial Analysis, Investments, Equities, Financial Modeling, Valuation, Bloomberg, Portfolio Management, Fixed Income, Due Diligence, Capital Markets, Trading, Mutual Funds, Hedge Funds, Securities, Options, Risk Management, Microsoft Excel
Education
Hampden-Sydney College 2005 — 2009
B.A., Economics
Portfolio Pathway LLC May 2011 - Present
Invesco Ltd. May 2007 - May 2011
Harris Associates October 2000 - May 2007
Skills
Mutual Funds, Fund Accounting, Securities, Equities, Asset Managment, Accounting, Asset Management, Bloomberg, Financial Services, Fund Administration
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
Master of Business Administration
Loyola University of Chicago 1995 — 1999
Bachelor of Science, Accounting
Baron Capital February 2008 - Present
State Farm Mutual Funds December 2006 - Present
Illinois Institute of Technology September 2005 - Present
Illinois Humanites Council 2004 - Present
Harris Alternatives July 2003 - January 2006
Harris Associates November 1993 - July 2003
US Securities and Exchange Commission September 1980 - July 1993
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1977 — 1980
JD, Law
University of Illinois at Urbana-Champaign 1974 — 1977
Harris Associates January 2002 - Present
Duff & Phelps Investment Management Co. December 1999 - February 2001
Skills
Asset Managment, Equities, Mutual Funds, Series 7
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1985
M.B.A., Finance
DePaul University 1977 — 1981
Bachelor of Science, Finance
Harris Associates September 1995 - Present
Education
Northern Illinois University 1986 — 1990
Bachelor of Science (BS), Economics
Elsie Johnson Elementary School August 1988 - Present
Freedom Federal Savings and Loan June 1982 - December 1984
Harris Associates June 1980 - June 1982
Skills
Higher Education, Fundraising
Education
National-Louis University 1986 — 1988
MAT, Education
Valparaiso University 1976 — 1980
BS, Business Administration
Rehabilitation Services Commission October 2010 - Present
Gastonia Police Department June 2005 - November 2009
Carolinas Healthcare System May 2003 - March 2005
Harris Associates March 2001 - March 2002
Public Library of Charlotte / Mecklenburg County August 1997 - August 2000
Education
Utica College 2004 — 2006
Fraud Investigation
The Ohio State University 1991 — 1993
MHA, Healthcare Administration
Hope College 1981 — 1985
BA, Economics
Hope College
Bachelor of Arts, Economics
Catholic Health Initiatives October 2014 - Present
Catholic Health Initiatives June 2012 - October 2014
DiMeo Schneider & Associates May 2010 - June 2012
Harris Associates July 2007 - May 2010
Skills
Portfolio Management, Asset Managment, Asset Allocation, Investments, Equities
Education
Indiana University - Kelley School of Business
B.S., Finance
Optimum Investment Advisors January 2010 - Present
RMB Capital Management April 2008 - December 2009
Harris Associates February 1989 - April 2008
Education
DePaul University
BA, Liberal Arts
Bear Aware LLC. June 2014 - Present
Alpha Kappa Psi September 2012 - September 2014
Harris Associates November 2013 - March 2014
Parties With Pizzazz March 2007 - October 2013
Northwestern Mutual May 2013 - August 2013
Sunbelt Business Brokers February 2013 - May 2013
Skills
Time Management, Sales, Merchandising, Retail, Fashion, Visual Merchandising, Apparel, Trend Analysis, Customer Service, Store Management, Marketing, Retail Sales, Microsoft Excel, Styling, Social Media, Sales Management, Inventory Management, Microsoft Office, PowerPoint, Social Media Marketing, Social Networking, Leadership, Public Speaking, Facebook, Event Planning, Microsoft Word
Education
DePaul University 2012 — 2014
Business Administration, Management and Operations, GPA 3.4
Waubonsee Community College 2010 — 2012
Business Administration, Management and Operations, GPA 3.5
Batavia High School 2006 — 2010
Janus Capital Group May 2007 - Present
Bee & Associates June 1997 - May 2007
Harris Associates June 1993 - June 1997
Skills
Asset Management, Client Portfolio Manager, Equity Thought..., Portfolio Management, Mutual Funds, Investments, Equities, Asset Allocation, Financial Modeling, Investment Management, Valuation, Investment Strategies, Chartered Financial..., Series 7
Education
University of Wisconsin-Madison 1990 — 1993
Master's degree, Finance, General
Northwestern University 1982 — 1986
Bachelor's degree, Journalism
Fairpointe Capital LLC May 2011 - Present
RMB Capital Management April 2008 - December 2009
Harris Associates 1989 - 2008
Skills
Mutual Funds, Equities, Compliance, Securities
Education
DePaul University
BS, Liberal Arts and Sciences/Liberal Studies
Kabouter Management L.L.C. June 2015 - Present
Harris Associates May 2013 - June 2015
Spot Trading LLC June 2012 - August 2012
Exelon Nuclear May 2011 - August 2011
Skills
Bloomberg, Series 7, Investments, Trading, Equity Trading, Bloomberg Terminal, Currency, Time Management, Derivatives, Teamwork, Microsoft Office, Securities, Options, Alternative Investments, Equities, Finance, DCF, Financial Modeling
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance
Peking University 2011 — 2011
Economics & Political Science
American Alarm Associates September 1978 - Present
Harris Associates September 1974 - August 1978
Skills
Access Control, Alarms, Fire Alarm, Electronic Security, Asset Protection, Video, Web Design, CCTV, Carbon Monoxide..., Intercoms, Media Rooms
Education
Fairleigh Dickinson University 1967 — 1972
B.S., Business Mngt.
University of N.H. 1963 — 1966
Newark College of Engineering(NJIT) 1959 — 1961
JPMorgan Chase October 2013 - Present
Portfolio Pathway, LLC May 2009 - October 2013
Harris Associates May 2003 - April 2008
Harris Associates May 2000 - April 2003
Harris Associates May 1998 - April 2000
Harris Associates May 1996 - April 1998
Harris Associates May 1994 - April 1996
Harris Associates May 1993 - April 1994
Skills
Anti Money Laundering, Testing, Regulatory Compliance, Data Analysis, Business Process..., Analysis, Policy Analysis, Root Cause Analysis, Requirements Analysis, Business Analysis, Portfolio Management, Accounting, Management, Team Building, Vendor Management, Accounts Payable, Data Entry, Due Diligence, Microsoft Excel, Financial Services, Mutual Funds
Education
Purdue University 1987 — 1989
Bachelor of Science, Restaurant, Hotel & Institutional Management
Kendall College 1985 — 1987
Associate in Applied Science, Culinary Arts
Harris Associates February 2007 - Present
Harris Associates June 2006 - February 2007
Northern Trust September 2005 - June 2006
Skills
Asset Management, Portfolio Management, Mutual Funds, Trading, Equities, Bloomberg, Securities, Fixed Income, Investments, Fund Accounting, Order Management, Trade Compliance, Financial Services, Derivatives, Investment Management, Accounting, Capital Markets
Education
Indiana University - Kelley School of Business 2002 — 2005
Bachelor's degree, Finance, International Studies
Indiana State University 2001 — 2002
Bachelor's degree, Insurance
Grosvenor Capital Management, L.P August 2007 - Present
Harris Associates December 2003 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Public Speaking, Strategic Planning, SCCM, AppSense, Citrix, VMware ESX, Windows Server, Symantec Endpoint...
Education
DePaul University 2003 — 2007
Bachelor of Science (BS), Computer Systems Networking and Telecommunications
Aon Hewitt 2013 - Present
Aon Hewitt 2007 - 2013
Aon Hewitt 2005 - 2007
Aon Hewitt 2002 - 2005
Aon Hewitt 1999 - 2002
Harris Associates 1995 - 1999
American National Bank of DeKalb County 1991 - 1995
Skills
Project Management, Change Management, Team Building, Problem Solving, Process Improvement, Strategic Planning, SDLC, Goal Oriented, Client Delivery, Innovation, Risk Management, Requirements Gathering, Quality Assurance, Multi-location Teams, Multi-cultural team..., Cross Functional Team..., Business Analysis, Data Analysis, Coaching, Needs Analysis, Gap Analysis, Resource Development, Relationship Management, Systems Analysis, Benefits Administration, Presentations, Metrics Definition, Relational Databases, Outsourcing, SQL, Defined Contribution, Data Conversion, DB2, Project Management Tools, SharePoint
Education
DePaul University
Master of Business Administration (MBA), Strategic Management
University of Kansas
Bachelor of Arts (BA), Psychology
Harris Associates June 2012 - Present
Harris Associates February 2010 - May 2012
BGI July 2006 - January 2010
Skills
Investments
Education
Claremont McKenna College 2002 — 2006
Bachelor of Arts (B.A.), Economics & Legal Studies