B.C. Ziegler

Description

Address: Grand Central Tower, 2 Grand Central Tower, E 45th St #2200, New York, NY 10017 Hours: Closed ⋅ Opens 8AM Monday8AM–6PMTuesday8AM–6PMWednesday8AM–6PMThursday8AM–6PMFriday8AM–6PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 512-0400Place name: : : Category: : : : : Website: Website: https://www.ziegler.com/locations/new-york-ny/?utm_source=local&utm_medium=organic&utm_campaign=gmb-new-york Category: Investment Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Ziegler Posting publicly on the Web Write a review Reviews Be the first to review From Ziegler Unable to add this file. Please check that it is a valid photo. "Community. A simple word, but one that holds great meaning here at Ziegler. From the beginning, we have been in business to generate a positive impact on the communities we serve. Whether we are serving our clients, shareholders, or our associates,...More "Community. A simple word, but one that holds great meaning here at Ziegler. From the beginning, we have been in business to generate a positive impact on the communities we serve. Whether we are serving our clients, shareholders, or our associates, we all come together for the greater good. From financing a hospital, senior living community or school, our work is helping to better the communities we live in. A rich heritage and a shared culture are the foundations of a successful business. At Ziegler, we have both. Our heritage spans over a century with a culture of unwavering commitment to integrity, teamwork and innovation."

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B.C. Ziegler Employees

Employee
Years
Job
Industry
Nick Callesen Nick Callesen Manistee, Michigan Details
Nick Callesen's B.C. Ziegler Experience July 1994 - August 1996
Job LPL Financial Advisor at Callesen Wealth Management
Industry Financial Services
Experience
Callesen Wealth Management   August 1996 - Present
Peak Advisor Alliance  2010 - 2011
B.C. Ziegler   July 1994 - August 1996
Lincoln Financial Group of Michigan   July 1992 - July 1994

Skills
Retirement Planning, Wealth Management, Financial Advisory, Financial Planning, Investments, Securities, Finance, Financial Services, Portfolio Management, Investment Management

Education
Central Michigan University   1987 — 1992
Bachelor of Science, Business Administration

Manistee High School   1984 — 1987

BRUCE STRENGBERG BRUCE STRENGBERG Greater New York City Area Details
BRUCE STRENGBERG's B.C. Ziegler Experience 2008 - 2010
Job Managing Principal, Topsail Point Capital LLC.
Industry Capital Markets
Experience
Shay Financial Services, Inc.   August 2011 - Present
NEWOAK CAPITAL LLC  January 2010 - August 2011
B.C. Ziegler   2008 - 2010
Union Bank of Switzerland Capital Markets   1988 - 1994

Skills
Fixed Income Sales /..., Coaching, New Business Development, Seminars, Team Leadership, Innovation, Investment Properties, Strategic Planning, Bank Investments, Investments, Structured Products, Capital Markets, Hedge Funds, Loans, Finance, Portfolio Management, Sales, Bonds, Asset Management, Securities, Fixed Income, MBS, Series 7, Structured Finance, Equities, Bloomberg

Education
Pace University - Lubin School of Business   1974 — 1976
MBA, ECONOMICS

Jennifer Zehner (Mergoni) Jennifer Zehner (Mergoni) Greater Denver Area Details
Jennifer Zehner (Mergoni)'s B.C. Ziegler Experience October 2013 - February 2015
Job Curian Capital
Industry Financial Services
Experience
Curian Capital  February 2015 - Present
ANN INC.  December 2011 - Present
B.C. Ziegler   October 2013 - February 2015
Colorado Network Staffing  February 2010 - October 2013
Jackson National Life  February 1997 - December 2009
OppenheimerFunds  March 1996 - February 1997

Skills
Finance, Administrative..., Outlook, Spreadsheets, Office Administration, People Skills, Customer Experience, Administration, Fax, Microsoft Word, Sales, Team-oriented, Customer Service, Data Entry, Event Planning, Telephone Skills, Office Management, Microsoft Excel, Teamwork, Confidentiality, 10 Key, Clerical Skills, Building Relationships, Multi-line Phone, Filing, Office Equipment, Microsoft Office, Call Centers, Time Management, Management, Administrative..., Customer Retention

Education
Mansfield University of Pennsylvania   1995 — 1997
Some College, Music Therapy/Therapist

Williamsport Area Community College   1984 — 1985
Some college, General Studies

Jeff Mahoney, CFP® Jeff Mahoney, CFP® Greater Minneapolis-St. Paul Area Details
Jeff Mahoney, CFP®'s B.C. Ziegler Experience May 2007 - October 2010
Job Vice President Financial Advisor at HJ Sims
Industry Financial Services
Experience
HJ Sims & Co.   October 2010 - Present
Minnesota State High School League  November 2007 - Present
B.C. Ziegler   May 2007 - October 2010
Omega Management  August 2005 - October 2006
Northwoods Mortgage   2004 - 2005

Skills
Alternative Investments, Annuities, Insurance Solutions, Investments, Portfolio Management, Bonds, Asset Management, Finance, Financial Services, Fixed Annuities, Investment Strategies, Retirement Planning

Education
Saint Cloud State University - G.R. Herberger College of Business   2000 — 2004
BS

Minnesota State University, Mankato

BOLD High School

Daniel La Nuez, CPA Daniel La Nuez, CPA Milwaukee, Wisconsin Details
Daniel La Nuez, CPA's B.C. Ziegler Experience December 2007 - September 2011
Job Assistant Director Managed Investment Compliance at Northwester Mutual Life Ins Co
Industry Financial Services
Experience
Northwestern Mutual  January 2015 - Present
Northwestern Mutual  January 2013 - January 2015
Northwestern Mutual  September 2011 - December 2012
B.C. Ziegler   December 2007 - September 2011
PricewaterhouseCoopers  June 2005 - December 2007

Skills
Financial Reporting, Tax Compliance, Real Estate, Venture Capital, Tax, Accounting, Valuation, CPA, Private Equity, Alternative Investments, External Audit, Financial Analysis, Insurance, Expense Management

Education
University of Nebraska-Lincoln
Master of Business Administration (M.B.A.), Finance, General

University of Wisconsin-Milwaukee   2005 — 2007
Masters, Taxation

Marquette University   2001 — 2005
Bachelor of Science in Business Administration, Accounting

Mary (Carman (Rundell)) Bukhari @ sitaraedith1 Mary (Carman (Rundell)) Bukhari @ sitaraedith1 Los Angeles, California Details
Mary (Carman (Rundell)) Bukhari @ sitaraedith1's B.C. Ziegler Experience March 1997 - January 2000
Job Professional Writer/Editor
Industry Entertainment
Experience
FinishingTouches Mary (Mary Bukhari d/b/a)   March 2007 - Present
UNICEF a/k/a United Nations Children's Fund   January 2000 - January 2007
B.C. Ziegler   March 1997 - January 2000
Morgan Stanley  1995 - 1997
Interiors by Mary/The Dutch Touch Paint Contracting   1990 - 1995
LaSalle Partners (a/k/a Jones Lang LaSalle -- prior to merger)   1985 - 1990
Dan River Textiles   1980 - 1985
Rolling Promotions   1976 - 1980
The World of Music, Dance and Art   1976 - 1980
The Fashion Bureau/J. Wilfred Gagen Associates   1973 - 1976

Skills
Music, Film Production, Editing, Film, Entertainment, Public Speaking, Writing, Screenwriting, Marketing, Television, Digital Media, New Media, Creative Writing, Publishing, Sound, Video Production, Art, Storytelling, Video, Advertising, Public Relations, Publicity, Producing, Commercials, Voice Over, Photography, Theatre

Education
New York University   1976 — 1979
BA, Business

Fashion Institute of Technology   1971 — 1976
Assoc., Buying & Merchandising & Communications

Jay Kreske Jay Kreske Greater Chicago Area Details
Jay Kreske's B.C. Ziegler Experience 1993 - 1994
Job Executive Director at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc.  July 2013 - Present
Knight Capital Group  May 2012 - July 2013
Macquarie Capital (USA), Inc.   July 2010 - March 2012
Deutsche Bank Securities  March 2004 - April 2010
JP Morgan  February 2000 - February 2004
Chase Hambrecht and Quist   2000 - 2001
Tucker Anthony Cleary Gull   1998 - 2000
Robert W. Baird and Company   1994 - 1998
B.C. Ziegler   1993 - 1994
Strong Capital Management  1989 - 1994

Education
The University of Chicago   1997 — 1999
MBA, Finance

University of Wisconsin-Milwaukee - Lubar School of Business   1985 — 1990
BBA, Finance/Marketing

Universidad de Sevilla

Ann Kingstrom Ann Kingstrom Greater Chicago Area Details
Ann Kingstrom's B.C. Ziegler Experience March 2009 - May 2013
Job Looking for Sales/Trading assistant opportunity in the Los Angeles/Pasadena, CA area
Industry Investment Banking
Experience
Morgan Stanley Wealth Management  November 2014 - March 2015
B.C. Ziegler   March 2009 - May 2013
Goldman Sachs  January 1987 - December 2008
Van Kampen Investments  November 1980 - January 1987

Skills
Investment Banking, Financial Modeling, Equities, Corporate Finance, Financial Analysis, Capital Markets, Derivatives, Investments, Mergers & Acquisitions, Private Equity, Banking, Due Diligence

Education
Bethel University   1975 — 1979
Bachelor's degree, Business Administration and Management, General

Jim Ostach, C.F.A. Jim Ostach, C.F.A. Greater Chicago Area Details
Jim Ostach, C.F.A.'s B.C. Ziegler Experience July 1998 - June 2001
Job Financial Adviser at Ostach Financial Group
Industry Investment Management
Experience
Ostach Financial Group., an Independent Firm   July 2000 - Present
B.C. Ziegler   July 1998 - June 2001
GS2Securities   May 1996 - January 1999
Everen Securities  July 1992 - May 1996
Cowen and Company  August 1973 - July 1992
Equicon Investment Advisors   January 1970 - August 1973
First National Bank of Chicago  July 1965 - December 1969

Skills
Alternative Investments, Investments, Wealth Management, Asset Management, Equities, Asset Allocation, Investment Management, Financial Analysis, Portfolio Management, Estate Planning, Retirement Planning, Investment Strategies, Financial Modeling, Risk Management, Securities

Education
Northwestern University - Kellogg School of Management   1964 — 1965
M.B.A, Finance and Economics

University of Pennsylvania - The Wharton School   1960 — 1964
B.S, Economics, Finance

Rick Kneiser Rick Kneiser Greater Milwaukee Area Details
Rick Kneiser's B.C. Ziegler Experience 1996 - 2000
Job Vice President at Avondale Partners
Industry Capital Markets
Experience
Avondale Partners  October 2013 - Present
Rick Kneiser   January 2013 - October 2013
BGB Securities Inc.   March 2011 - January 2013
Morgan Joseph TriArtisan LLC  July 2008 - July 2010
Ferris,Baker Watts, Inc.   September 2006 - June 2008
Stifel Nicolaus  2000 - 2006
B.C. Ziegler   1996 - 2000

Skills
Equities, Capital Markets, Valuation, Investment Banking, Securities, Series 7, Investments, Financial Modeling, Trading, Corporate Finance, Due Diligence, Series 63, Equity Valuation, Institutional..., Equity Research, Financial Services

Education
Marquette University   1980 — 1983
Bachelor's degree, Philosophy

Xavier University   1978 — 1980