CFA Society of Chicago
Address: 33 N LaSalle St #910, Chicago, IL 60602 Phone: (312) 251-1301: Category: : Hours: : : Place name: : Website: : Website: http://www.cfachicago.org/ Category: Association or organization 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.Add missing informationAdd business hours 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 CFA Society Chicago Posting publicly on the Web Write a review Reviews 1 Google review
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CFA Society of Chicago Employees
CFA Society Chicago July 2015 - Present
CFA Institute April 2012 - Present
Loyola University Chicago November 2010 - Present
William Blair and Company June 2002 - Present
CFA Society Chicago July 2014 - June 2015
CFA Society Chicago June 2013 - June 2014
William Blair & Company October 2012 - July 2013
CFA Society of Chicago July 2012 - June 2013
CFA Chicago April 2011 - May 2012
CFA Society of Chicago 2006 - 2009
Skills
Investments, Asset Managment, Portfolio Management, Equities, Asset Allocation, Fixed Income, Financial Services, Alternative Investments, Mutual Funds, Investment Strategies, Investment Management, Bonds, Series 7, Options, Private Equity, Derivatives, Finance, Series 63, Asset Management, Equity Research, Due Diligence, Investment Advisory, Financial Analysis, Insurance, Financial Markets, Corporate Finance, Valuation, Financial Modeling, Securities, Risk Management, Financial Advisory, Wealth Management, Bloomberg, Credit, Strategic Financial..., Trading, Relationship Management, Emerging Markets, Investment Banking, Capital Markets, Hedge Funds
Education
Saint Louis University 1982 — 1984
MBA
University of Missouri-Columbia 1974 — 1978
BSBA, Finance/Economics
Spot Trading LLC March 2015 - Present
PEAK6 Investments LP November 2013 - September 2014
PEAK6 Investments LP November 2012 - November 2013
PEAK6 Investments LP February 2012 - November 2012
Phalanx Capital Management, LLC June 2011 - January 2012
CFA Society of Chicago December 2010 - November 2011
Loyola University Chicago November 2010 - November 2011
Loyola University Chicago November 2010 - November 2011
HDR Architecture, Inc January 2006 - May 2009
Veteran's Affairs Medical Center December 2001 - September 2004
Skills
Microsoft Excel, VBA, PowerPoint, Microsoft Word, Leadership, Financial Analysis, R, Economics, Derivatives, Options, Portfolio Management, Valuation, Financial Modeling, Series 56, Bloomberg Terminal, Microsoft Power Point, AutoCAD, Revit, Bloomberg
Education
Loyola University of Chicago - Graduate School of Business 2010 — 2011
Master of Science, Finance
Estudio Sampere 2004 — 2005
Spanish Language
University of Cincinnati 2000 — 2005
Bachelor of Science, Civil and Environmental Engineering
Oregon State Treasury November 2012 - Present
Northern Trust January 2012 - September 2012
Northern Trust January 2005 - December 2011
CFA Society of Chicago July 2007 - June 2010
Northern Trust July 2002 - January 2005
Northern Trust June 1997 - July 2002
Northern Trust July 1991 - June 1997
Skills
Asset Allocation, Wealth Management, Asset Managment, Alternative Investments, Portfolio Management, Hedge Funds, Investment Strategies, Investments, Equities, Investment Management, Fixed Income, Investment Advisory, Mutual Funds, Private Equity, High Net Worth..., Financial Analysis, Private Banking, Asset Management, Equity Research, Risk Management, Fund Of Funds, Capital Markets, Securities, Bonds, Financial Markets, Wealth Management...
Education
The University of Chicago - Booth School of Business
MBA, Finance and Statistics
University of California, Santa Barbara
BA, Economics
Neuberger Berman April 2006 - Present
DeVry Inc. 2005 - Present
Loyola University Chicago 2005 - Present
CFA Society of Chicago 2008 - June 2011
Lehman Brothers 2006 - 2008
ABN AMRO 2003 - 2005
Chicago Capital 2000 - 2002
The Chicago Trust Company 1990 - 2000
Chicago Title Insurance Company 1981 - 1989
Skills
Investments, Portfolio Management, Asset Allocation, Asset Managment, Equities, Valuation, Fixed Income, Asset Management, Due Diligence, Investment Management, Financial Analysis, Mutual Funds, Investment Advisory, Mergers & Acquisitions, Alternative Investments, Bonds, Investment Strategies, Trading
Education
Quinlan School of Business, Loyola University Chicago 1983 — 1985
MBA, Financial Management
University of St. Thomas 1977 — 1981
BA, Finance, Economics
Montana Analytics April 2011 - Present
CFA Society of Chicago January 2013 - Present
Deloitte&Touche 2008 - 2011
Countrywide 2007 - 2008
Hollister Group, LLC June 2005 - May 2007
Freddie Mac April 2002 - May 2005
National Association of Homebuilders May 2001 - April 2002
US Census Bureau July 1998 - April 2001
Skills
Securitization, Structured Finance, MBS, Commercial Mortgages, ABS, Valuation, Credit, Residential Mortgages, CMBS, CDO, Structuring, Financial Modeling, Credit Analysis, Fixed Income, Enterprise Risk..., Financial Risk, Credit Risk, Market Risk, Risk Management, Structured Products, Quantitative Finance, Finance, Securities, Financial Structuring, SAS, Analytics, Economics, Econometrics, Capital Markets
Education
Rochester Institute of Technology 1993 — 1998
B.S, Applied Statistics
Blaige & Company 2009 - Present
CFA Society of Chicago September 2008 - Present
Bank of America 1995 - 2008
JetBlue Airways 1999 - 2002
Bank of America 1994 - 1995
Bank of America (Continental Bank) 1989 - 1994
General Services Administration 1988 - 1989
Skills
Private Equity, Risk Management, Competitive Analysis, Regulations, Portfolio Management, Financial Modeling, Investments, Financial Analysis, Valuation, Alternative Investments, Asset Managment, Equities, Hedge Funds, Capital Markets, Asset Allocation, M&A experience, Series 7, Wealth Management
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MBA, Finance
Grinnell College 1971 — 1975
B.A., History
Waseda University 1973 — 1974
Junior Year Abroad
Mather High School 1967 — 1971
High School
Other June 2008 - Present
CFA Society of Chicago May 2008 - June 2010
Bank of America May 2007 - May 2008
Electronic Data Systems January 1996 - June 2002
Skills
Translating complex..., Communication and..., Project Management, Excel, PowerPoint, Business Analysis, Microsoft Excel, Program Management, Financial Analysis, Financial Modeling, Leadership
Education
The University of Chicago - Booth School of Business 2002 — 2004
MBA
North Carolina State University 1992 — 1994
MS
California Association of Marriage and Family Therapists May 2011 - Present
California Massage Therapy Council June 2010 - April 2011
CFA Society of Chicago September 2003 - January 2010
Physicians for Responsible Negotiation January 2000 - September 2003
American Medical Association August 1998 - December 1999
National Committee to Preserve Social Security and Medicare December 1994 - August 1998
AARP September 1992 - September 1993
Skills
Fixed Income, Politics, Public Speaking, Nonprofits, Financial Analysis, Negotiation, Event Management, Volunteer Management, Leadership, Research, Event Planning, Private Equity, Media Relations, Finance, Strategic Planning, Equities, Budgets, Mergers & Acquisitions, Portfolio Management, Investments, Strategy, Fundraising, Management, Strategic Communications, Staff Development, Wealth Management, Financial Modeling, Marketing, Program Development, Public Relations, Non-profits, Mutual Funds, Social Media, Hedge Funds, Asset Managment, Alternative Investments, Risk Management
Education
American University Washington College of Law 1989 — 1992
JD
University of Michigan 1985 — 1989
BA
Half Hollow Hills High School East 1982 — 1985
CTC myCFO July 1991 - Present
CFA Society of Chicago July 2000 - June 2001
Skills
Portfolio Management, Investments, Wealth Management, Hedge Funds, Private Equity, Asset Allocation, Financial Planning, Investment Management, Banking, Fixed Income, Equities, Wealth Management..., Investment Advisory, Alternative Investments, Estate Planning, Asset Managment, Strategic Financial..., Leadership, Financial Advisory, Retirement Planning, Securities, Mutual Funds, Investment Strategies, High Net Worth..., Financial Analysis, Asset Management, Bonds, Capital Markets, Fund Of Funds
Education
The University of Chicago - Booth School of Business 1994 — 1999
Master of Business Administration, Finance and Marketing
Harvard University 1980 — 1984
A.B., Physics
CFA Society of Chicago 2005 - Present
Fiduciary Management Associates 2003 - Present
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA, Finance
Deloitte Consulting June 2011 - Present
CFA Society of Chicago May 2010 - May 2011
Univeristy of Illinois at Chicago August 2009 - May 2011
Windy City Orthopedics and Sports Medicine December 2008 - August 2009
Freshii Inc November 2007 - September 2008
Restaurants America April 2005 - November 2007
Wabash Yacht Club January 2001 - June 2004
Education
University of Illinois at Chicago 2009 — 2011
M.B.A., Finance
Purdue University - Krannert School of Management 1997 — 2001
B.S., Management
Ruderverein Ister September 2011 - Present
Spell of the Yukon, Inc. September 2011 - Present
CFA Society of Chicago June 1996 - December 2011
Chicago Stammtisch 2008 - 2011
William Blair and Company 1996 - 2011
Education
Goethe-Institut Chicago 2001 — 2011
Zertifikat Deutsch, German studies
CFA Institute 1993 — 1995
Certified Financial Analyst, finance & investment research
The University of Connecticut School of Business 1989 — 1991
MBA, FInance
1984 Olympic Team 1984 — 1984
Silver medal
University of Pennsylvania 1974 — 1978
BA, English Literature