First Trust Portfolios
Description
Address: 120 E Liberty Dr # 400, Wheaton, IL 60187 Hours: Open ⋅ Closes 4:30PM Martin Luther King Jr. Day might affect these hoursMonday(Martin Luther King Jr. Day)7:45AM–4:30PMHours might differTuesday7:45AM–4:30PMWednesday7:45AM–4:30PMThursday7:45AM–4:30PMFriday7:45AM–4:30PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 621-1675: Place name: : : Category: : : : Website: Website: http://www.ftportfolios.com/ Category: Financial consultant 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. · Own this business? Questions & answers Ask a question See all questions (1) Popular times Mondays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 9 AM: Usually as busy as it gets6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 1.5-4.5 hours here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of First Trust Portfolios Posting publicly on the Web Write a review Reviews 4 Google reviews
First Trust Portfolios List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First Trust Portfolios. You can filter them based on skills, years of employment, job, education, department, and prior employment.
First Trust Portfolios Salaries. You can even request information on how much does First Trust Portfolios pay if you want to. Learn about salaries, pros and cons of working for First Trust Portfolios directly from the past employees.
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First Trust Portfolios Employees
Employee
Years
Job
Industry
Colleen McCorry Colleen McCorry's First Trust Portfolios Experience February 2010 - Present
Job First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios February 2010 - Present
AIG SunAmerica September 2007 - February 2009
Allstate Financial/Prudential Financial 1999 - September 2007
Scudder Distributors November 2005 - May 2006
Allstate Financial 1999 - 2006
Skills
Series 63, Series 7, Mutual Funds, Fixed Annuities, Series 6, ETFs, Variable Annuities, Investments, Retirement Planning, Separately Managed..., Securities, 401k, Alternative Investments
Education
Dominican University, Brennan School of Business 2009 — 2012
MBA, Finance, 3.6
Eastern Illinois University 1993 — 1997
Bachelor of Science
First Trust Portfolios February 2010 - Present
AIG SunAmerica September 2007 - February 2009
Allstate Financial/Prudential Financial 1999 - September 2007
Scudder Distributors November 2005 - May 2006
Allstate Financial 1999 - 2006
Skills
Series 63, Series 7, Mutual Funds, Fixed Annuities, Series 6, ETFs, Variable Annuities, Investments, Retirement Planning, Separately Managed..., Securities, 401k, Alternative Investments
Education
Dominican University, Brennan School of Business 2009 — 2012
MBA, Finance, 3.6
Eastern Illinois University 1993 — 1997
Bachelor of Science
Mary Adair's First Trust Portfolios Experience September 2004 - January 2009
Job Project Administrator at KEMA
Industry Mechanical or Industrial Engineering
Experience
DNVGL October 2009 - Present
Unemployed January 2009 - October 2009
First Trust Portfolios September 2004 - January 2009
WorldCom March 1996 - April 2002
ServiceMaster July 1983 - January 1992
ServiceMaster 1982 - 1992
Skills
Outlook, Excel, Problem Solving, Access, Microsoft Excel, Customer Service, Management, Microsoft Office
Education
College of DuPage 1979 — 1982
Certificate in Word Processing, Business Administration, Management and Operations
Wheaton College 1975 — 1981
Wheaton North High School 1975 — 1979
Diploma
DNVGL October 2009 - Present
Unemployed January 2009 - October 2009
First Trust Portfolios September 2004 - January 2009
WorldCom March 1996 - April 2002
ServiceMaster July 1983 - January 1992
ServiceMaster 1982 - 1992
Skills
Outlook, Excel, Problem Solving, Access, Microsoft Excel, Customer Service, Management, Microsoft Office
Education
College of DuPage 1979 — 1982
Certificate in Word Processing, Business Administration, Management and Operations
Wheaton College 1975 — 1981
Wheaton North High School 1975 — 1979
Diploma
Eric Montanari Eric Montanari's First Trust Portfolios Experience May 2013 - Present
Job ETF/SMA Inside Specialist at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios May 2013 - Present
the Chicago Mercantile Exchange June 1996 - January 2013
Investors Bank & Trust June 1995 - June 1996
Skills
Trading, Electronic Trading, Risk Management, Marketing Strategy, Market Analysis, Options, Strategic Planning, Windows, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Public Speaking, Budgets, Negotiation, Outlook, Futures Trading, Market Research, Proprietary Trading, Investments, Derivatives, Commodity, Hedging, Equities, Trading Systems, Options Strategies, Trading Strategies
Education
University of New Hampshire - Whittemore School of Business and Economics 1990 — 1995
Bachelor Degree of Science, Business Administration
First Trust Portfolios May 2013 - Present
the Chicago Mercantile Exchange June 1996 - January 2013
Investors Bank & Trust June 1995 - June 1996
Skills
Trading, Electronic Trading, Risk Management, Marketing Strategy, Market Analysis, Options, Strategic Planning, Windows, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Public Speaking, Budgets, Negotiation, Outlook, Futures Trading, Market Research, Proprietary Trading, Investments, Derivatives, Commodity, Hedging, Equities, Trading Systems, Options Strategies, Trading Strategies
Education
University of New Hampshire - Whittemore School of Business and Economics 1990 — 1995
Bachelor Degree of Science, Business Administration
Bron Urbanick Bron Urbanick's First Trust Portfolios Experience February 1987 - January 1995
Job Regional Sales at Crossroads Capital
Industry Financial Services
Experience
Crossroads Capital December 2014 - Present
Alternative Investments Company January 2011 - Present
Ohio National Financial Services February 2008 - December 2010
AXA Equitable January 1998 - February 2008
Ranson & Associates January 1997 - January 1998
Kemper Financial-Everen Securities October 1995 - December 1996
First Trust Portfolios February 1987 - January 1995
Safeco Insurance January 1986 - January 1987
FDIC September 1983 - December 1985
Skills
Investments, Annuities, Series 7, Annuity, Insurance, Mutual Funds, Alternative Investments
Education
Northern Illinois University 1981 — 1983
Finance, Business- communication
Biola University 1979 — 1981
Business
Lyons township high school 1975 — 1979
Crossroads Capital December 2014 - Present
Alternative Investments Company January 2011 - Present
Ohio National Financial Services February 2008 - December 2010
AXA Equitable January 1998 - February 2008
Ranson & Associates January 1997 - January 1998
Kemper Financial-Everen Securities October 1995 - December 1996
First Trust Portfolios February 1987 - January 1995
Safeco Insurance January 1986 - January 1987
FDIC September 1983 - December 1985
Skills
Investments, Annuities, Series 7, Annuity, Insurance, Mutual Funds, Alternative Investments
Education
Northern Illinois University 1981 — 1983
Finance, Business- communication
Biola University 1979 — 1981
Business
Lyons township high school 1975 — 1979
Kevin Kowalczyk's First Trust Portfolios Experience January 2010 - December 2011
Job Regional Vice President, ETF Wholesaler, Southern California and Arizona
Industry Investment Management
Experience
ProShares May 2014 - Present
First Trust January 2012 - March 2014
First Trust Portfolios January 2010 - December 2011
David A. Noyes & Co. September 1994 - January 2010
Skills
Separately Managed..., Series 7, ETFs, Financial Services, Investment Management, Communication, Relationship Management, Customer Service, Presentations, Public Speaking, Sales
Education
University of Illinois at Urbana-Champaign
B.S., Finance
University of New South Wales
International Finance
ProShares May 2014 - Present
First Trust January 2012 - March 2014
First Trust Portfolios January 2010 - December 2011
David A. Noyes & Co. September 1994 - January 2010
Skills
Separately Managed..., Series 7, ETFs, Financial Services, Investment Management, Communication, Relationship Management, Customer Service, Presentations, Public Speaking, Sales
Education
University of Illinois at Urbana-Champaign
B.S., Finance
University of New South Wales
International Finance
Terry Swagerty Terry Swagerty's First Trust Portfolios Experience October 2006 - September 2014
Job Complex Business Development Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
First Trust Portfolios October 2006 - September 2014
WM Group of Funds November 2005 - October 2006
SUN AMERICA ASSETT MANAGEMENT CO February 2005 - November 2005
WM Group of Funds September 2001 - February 2005
Informed Investors July 1999 - September 2001
Skills
Strategic Partnerships, Mutual Funds, Sales, Marketing, Finance, Series 7, Series 63, Variable Annuities, Alternative Investments, Banking, Asset Allocation, Investments, Market Planning, Securities, Wealth Management, Management, Business Development, Sales Management, Separately Managed..., 401k, Hedge Funds, Asset Management
Education
Golden Gate University 1996 — 1998
M.B.A, Finance
Ambassador University 1988 — 1992
B.S, Business Administration
Morgan Stanley June 2015 - Present
First Trust Portfolios October 2006 - September 2014
WM Group of Funds November 2005 - October 2006
SUN AMERICA ASSETT MANAGEMENT CO February 2005 - November 2005
WM Group of Funds September 2001 - February 2005
Informed Investors July 1999 - September 2001
Skills
Strategic Partnerships, Mutual Funds, Sales, Marketing, Finance, Series 7, Series 63, Variable Annuities, Alternative Investments, Banking, Asset Allocation, Investments, Market Planning, Securities, Wealth Management, Management, Business Development, Sales Management, Separately Managed..., 401k, Hedge Funds, Asset Management
Education
Golden Gate University 1996 — 1998
M.B.A, Finance
Ambassador University 1988 — 1992
B.S, Business Administration
Austin Stockfisch's First Trust Portfolios Experience March 2011 - Present
Job Fixed Income Sales & Trading at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios March 2011 - Present
Fellowship of Christian Athletes August 2013 - Present
Milwaukee Brewers June 2009 - January 2011
Skills
Bloomberg, Municipal Bonds, Mortgage-Backed..., Financial Modeling, Relationship Management, Fixed Income Sales, Microsoft Excel, Microsoft Office, MBS, Fixed Income, Trading, Capital Markets, Series 63, Investments, Series 7, Securities, ETFs, Mutual Funds, Equities, Economics, Bonds, Alternative Investments, Leadership Development
Education
Grand Canyon University
Bachelor of Science (B.S.), Entrepreneurship
First Trust Portfolios March 2011 - Present
Fellowship of Christian Athletes August 2013 - Present
Milwaukee Brewers June 2009 - January 2011
Skills
Bloomberg, Municipal Bonds, Mortgage-Backed..., Financial Modeling, Relationship Management, Fixed Income Sales, Microsoft Excel, Microsoft Office, MBS, Fixed Income, Trading, Capital Markets, Series 63, Investments, Series 7, Securities, ETFs, Mutual Funds, Equities, Economics, Bonds, Alternative Investments, Leadership Development
Education
Grand Canyon University
Bachelor of Science (B.S.), Entrepreneurship
Nim Short Nim Short's First Trust Portfolios Experience February 1998 - Present
Job Senior Vice President at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios February 1998 - Present
Skills
Series 7, Series 65, Separately Managed..., ETFs, Unit Investment Trusts, Variable Annuities, Structured Products, Public Speaking, Practice Management, Series 63, Mutual Funds, Uniform Combined State..., Alternative Investments
Education
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science (BS), Business/Corporate Communications
First Trust Portfolios February 1998 - Present
Skills
Series 7, Series 65, Separately Managed..., ETFs, Unit Investment Trusts, Variable Annuities, Structured Products, Public Speaking, Practice Management, Series 63, Mutual Funds, Uniform Combined State..., Alternative Investments
Education
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science (BS), Business/Corporate Communications
Mary (Molly) Jardine's First Trust Portfolios Experience May 2014 - August 2014
Job J.D. Candidate, The University of Chicago Law School
Industry Law Practice
Experience
Chapman and Cutler LLP June 2015 - August 2015
First Trust Portfolios May 2014 - August 2014
Phantom Lake YMCA Camp February 2013 - October 2013
Phantom Lake YMCA Camp February 2011 - February 2013
Pom Connection August 2007 - February 2010
Skills
Securities, Psychology, Staff Development, Time Management, Non-profit..., Team Management, Dance Education, Water Safety, Social Media, Peer Reviews, Child Welfare, Animal Welfare, Communication, Supervising, Team Leadership, Teamwork, Non-profit Leadership, Non-profit Program..., Environmental Awareness, Human Resources, Social Sciences, Philosophy
Education
University of Chicago Law School 2014 — 2017
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor's degree, Psychology
Chapman and Cutler LLP June 2015 - August 2015
First Trust Portfolios May 2014 - August 2014
Phantom Lake YMCA Camp February 2013 - October 2013
Phantom Lake YMCA Camp February 2011 - February 2013
Pom Connection August 2007 - February 2010
Skills
Securities, Psychology, Staff Development, Time Management, Non-profit..., Team Management, Dance Education, Water Safety, Social Media, Peer Reviews, Child Welfare, Animal Welfare, Communication, Supervising, Team Leadership, Teamwork, Non-profit Leadership, Non-profit Program..., Environmental Awareness, Human Resources, Social Sciences, Philosophy
Education
University of Chicago Law School 2014 — 2017
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor's degree, Psychology
Eric A. Anderson Eric A. Anderson's First Trust Portfolios Experience August 2003 - November 2007
Job Institutional Equity Sales at Vermilion Technical Research
Industry Financial Services
Experience
Disclosure Insight March 2011 - February 2012
Citi Global Markets October 2007 - September 2010
First Trust Portfolios August 2003 - November 2007
First Trust Portfolios August 2003 - June 2005
Skills
Series 7, Mutual Funds, Hedge Funds, Financial Markets, Wholesaling, Series 65, Series 63, Asset Management, Research, Equities, Bonds, ETFs, Institutional, New Business Development, Managed Accounts, Investment Products, Investments, Equity Research, Investment Management, Wholesale, Securities, Portfolio Management
Education
University of Minnesota-Duluth 1999 — 2003
BBA, Finance
Disclosure Insight March 2011 - February 2012
Citi Global Markets October 2007 - September 2010
First Trust Portfolios August 2003 - November 2007
First Trust Portfolios August 2003 - June 2005
Skills
Series 7, Mutual Funds, Hedge Funds, Financial Markets, Wholesaling, Series 65, Series 63, Asset Management, Research, Equities, Bonds, ETFs, Institutional, New Business Development, Managed Accounts, Investment Products, Investments, Equity Research, Investment Management, Wholesale, Securities, Portfolio Management
Education
University of Minnesota-Duluth 1999 — 2003
BBA, Finance
Jason Swedo Jason Swedo's First Trust Portfolios Experience January 2010 - May 2012
Job Managing Director at Astor Investment Management
Industry Investment Management
Experience
Astor Investment Management May 2012 - Present
First Trust Portfolios January 2010 - May 2012
Managers Investment Group October 2007 - December 2009
Van Kampen Investments May 2004 - October 2007
Nuveen Investments November 2000 - May 2004
Skills
Mutual Funds, Investments, Separately Managed..., Retirement Planning, Managed Accounts, Hedge Funds, Series 7, Alternative Investments, Series 63, ETFs, Wholesaling, Series 65, Structured Products, Investment Strategies, Institutional, 401k, Retirement, Financial Advisory, Strategy, Wholesale, Financial Services, Securities, Financial Markets, Bonds, Morningstar, Capital Markets, Asset Management, Managing Accounts, Wealth Management, Banking, Fixed Annuities, Equity Research, Bloomberg, Options, High Net Worth..., Series 24, Wealth Management..., Personal Finance, Strategic Financial..., Trading, Series 6, Uniform Combined State..., Financial Modeling, Portfolio Management, Finance, FINRA, Investment Banking, Relationship Management, Funding, Private Equity
Education
Saint Xavier University
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
Fremd High School
Astor Investment Management May 2012 - Present
First Trust Portfolios January 2010 - May 2012
Managers Investment Group October 2007 - December 2009
Van Kampen Investments May 2004 - October 2007
Nuveen Investments November 2000 - May 2004
Skills
Mutual Funds, Investments, Separately Managed..., Retirement Planning, Managed Accounts, Hedge Funds, Series 7, Alternative Investments, Series 63, ETFs, Wholesaling, Series 65, Structured Products, Investment Strategies, Institutional, 401k, Retirement, Financial Advisory, Strategy, Wholesale, Financial Services, Securities, Financial Markets, Bonds, Morningstar, Capital Markets, Asset Management, Managing Accounts, Wealth Management, Banking, Fixed Annuities, Equity Research, Bloomberg, Options, High Net Worth..., Series 24, Wealth Management..., Personal Finance, Strategic Financial..., Trading, Series 6, Uniform Combined State..., Financial Modeling, Portfolio Management, Finance, FINRA, Investment Banking, Relationship Management, Funding, Private Equity
Education
Saint Xavier University
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
Fremd High School
Kalyan Arey Kalyan Arey's First Trust Portfolios Experience December 2009 - Present
Job Software Developer for Unit Investment Trust Portfolio Execution
Industry Computer Software
Experience
First Trust Portfolios December 2009 - Present
University of Illinois at Chicago August 2008 - December 2008
Bank of America June 2008 - August 2008
University of Illinois at Chicago January 2008 - May 2008
University of Illinois at Chicago September 2007 - December 2007
Tata Consultancy Services September 2005 - July 2007
VISAKHAPATNAM STEEL PLANT May 2004 - August 2004
Skills
Microsoft SQL Server, C++, HTML, Databases, .NET, C#, SQL, OOP
Education
University of Illinois at Chicago 2007 — 2009
Master of Science, Computer Science
Andhra University 2001 — 2005
Bachelors, Computer Science
First Trust Portfolios December 2009 - Present
University of Illinois at Chicago August 2008 - December 2008
Bank of America June 2008 - August 2008
University of Illinois at Chicago January 2008 - May 2008
University of Illinois at Chicago September 2007 - December 2007
Tata Consultancy Services September 2005 - July 2007
VISAKHAPATNAM STEEL PLANT May 2004 - August 2004
Skills
Microsoft SQL Server, C++, HTML, Databases, .NET, C#, SQL, OOP
Education
University of Illinois at Chicago 2007 — 2009
Master of Science, Computer Science
Andhra University 2001 — 2005
Bachelors, Computer Science
Matt Hutson, MBA Matt Hutson, MBA's First Trust Portfolios Experience June 2000 - August 2000
Job Manager Alternative Investments at International Paper
Industry Paper & Forest Products
Experience
International Paper March 2015 - Present
International Paper February 2012 - Present
International Paper April 2009 - February 2012
International Paper June 2007 - February 2009
International Paper January 2004 - May 2007
International Paper July 2001 - December 2003
First Trust Portfolios June 2000 - August 2000
Skills
SAP, Investments, Microsoft Office, Bloomberg Terminal, Financial Modeling, Hyperion Enterprise, Analysis
Education
Sacred Heart University 2012 — 2014
Master of Business Administration (MBA), 3.91
University of Notre Dame 1999 — 2001
BA, Economics, 3.52
Holy Cross College 1997 — 1999
A.A., 3.81
International Paper March 2015 - Present
International Paper February 2012 - Present
International Paper April 2009 - February 2012
International Paper June 2007 - February 2009
International Paper January 2004 - May 2007
International Paper July 2001 - December 2003
First Trust Portfolios June 2000 - August 2000
Skills
SAP, Investments, Microsoft Office, Bloomberg Terminal, Financial Modeling, Hyperion Enterprise, Analysis
Education
Sacred Heart University 2012 — 2014
Master of Business Administration (MBA), 3.91
University of Notre Dame 1999 — 2001
BA, Economics, 3.52
Holy Cross College 1997 — 1999
A.A., 3.81
Krasucki, Joe Krasucki, Joe's First Trust Portfolios Experience January 2007 - October 2010
Job Senior Lead Sales Consultant at AssetMark
Industry Financial Services
Experience
AssetMark, Inc. October 2010 - Present
First Trust Portfolios January 2007 - October 2010
First Trust Portfolios February 2002 - January 2007
First Trust Portfolios January 2000 - February 2002
Skills
Sales Operations, Sales, Management, Investments, Marketing, Asset Allocation, Risk Management, Insurance, ETFs, Fixed Annuities, Financial Services, Investment Management, Salesforce.com, Series 63, Series 7, Strategic Planning, Mutual Funds, 401k, Separately Managed..., Series 6, Securities, Series 65, Asset Management, New Business Development
Education
Eastern Illinois University 1994 — 1998
Bachelor's, Marketing
AssetMark, Inc. October 2010 - Present
First Trust Portfolios January 2007 - October 2010
First Trust Portfolios February 2002 - January 2007
First Trust Portfolios January 2000 - February 2002
Skills
Sales Operations, Sales, Management, Investments, Marketing, Asset Allocation, Risk Management, Insurance, ETFs, Fixed Annuities, Financial Services, Investment Management, Salesforce.com, Series 63, Series 7, Strategic Planning, Mutual Funds, 401k, Separately Managed..., Series 6, Securities, Series 65, Asset Management, New Business Development
Education
Eastern Illinois University 1994 — 1998
Bachelor's, Marketing
Tracy Giffen Tracy Giffen's First Trust Portfolios Experience 2012 - Present
Job VP, National Accounts at First Trust
Industry Financial Services
Experience
First Trust Portfolios 2012 - Present
Sun Life Financial March 2010 - January 2012
ING USA ANNUITY & LIFE INSURANCE COMPANY July 2007 - March 2010
Allianz Life of North America 2005 - 2007
MFS INVESTMENT MANAGEMENT, Boston, MA December 1999 - December 2004
KEMPER/SCUDDER DISTRIBUTORS, INC, Chicago, IL August 1996 - December 1999
LASALLE FINANCIAL SERVICES, Chicago, IL January 1992 - August 1996
Skills
National Account..., Mutual Funds, Securities, Insurance, New Business Development, Series 7, Series 63, Consultative Selling, Retirement, 401k, Account Management, Alternative Investments, Asset Allocation, Asset Management, Awesomeness, Banking, Bonds, ETFs, Employee Benefits, Equities, Estate Planning, FINRA, Financial Advisory, Financial Analysis, Financial Services, Fixed Annuities, Fixed Income, Hedge Funds, IRAs, Investment Advisory, Investment Management, Investment Strategies, Investments, Leadership, Life Insurance, Long-term Care, Management, Mergers, Negotiation, Pensions, Portfolio Management, Relationship Management, Retirement Planning, Risk Management, Separately Managed..., Selling, Series 24, Series 65, Strategic Financial..., Variable Annuities
Education
College of DuPage
First Trust Portfolios 2012 - Present
Sun Life Financial March 2010 - January 2012
ING USA ANNUITY & LIFE INSURANCE COMPANY July 2007 - March 2010
Allianz Life of North America 2005 - 2007
MFS INVESTMENT MANAGEMENT, Boston, MA December 1999 - December 2004
KEMPER/SCUDDER DISTRIBUTORS, INC, Chicago, IL August 1996 - December 1999
LASALLE FINANCIAL SERVICES, Chicago, IL January 1992 - August 1996
Skills
National Account..., Mutual Funds, Securities, Insurance, New Business Development, Series 7, Series 63, Consultative Selling, Retirement, 401k, Account Management, Alternative Investments, Asset Allocation, Asset Management, Awesomeness, Banking, Bonds, ETFs, Employee Benefits, Equities, Estate Planning, FINRA, Financial Advisory, Financial Analysis, Financial Services, Fixed Annuities, Fixed Income, Hedge Funds, IRAs, Investment Advisory, Investment Management, Investment Strategies, Investments, Leadership, Life Insurance, Long-term Care, Management, Mergers, Negotiation, Pensions, Portfolio Management, Relationship Management, Retirement Planning, Risk Management, Separately Managed..., Selling, Series 24, Series 65, Strategic Financial..., Variable Annuities
Education
College of DuPage
Chris Bush, CFA's First Trust Portfolios Experience May 2005 - Present
Job Research Analyst at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios May 2005 - Present
First Trust Portfolios May 2004 - July 2004
Skills
ETFs, Fixed Income, Investments, Equities, Bloomberg, Mutual Funds
Education
John Brown University 2001 — 2005
B.S. Business Administration
First Trust Portfolios May 2005 - Present
First Trust Portfolios May 2004 - July 2004
Skills
ETFs, Fixed Income, Investments, Equities, Bloomberg, Mutual Funds
Education
John Brown University 2001 — 2005
B.S. Business Administration
Chris Mazzoni Chris Mazzoni's First Trust Portfolios Experience January 2010 - Present
Job Financial Services Product Development and Operations
Industry Financial Services
Experience
First Trust Portfolios January 2010 - Present
First Trust Portfolios April 2006 - December 2009
Alpha Circuit Corporation April 2004 - April 2006
Education
Elmhurst College 2001 — 2005
BS, Finance & Economics
College of DuPage
Accounting and Finance
First Trust Portfolios January 2010 - Present
First Trust Portfolios April 2006 - December 2009
Alpha Circuit Corporation April 2004 - April 2006
Education
Elmhurst College 2001 — 2005
BS, Finance & Economics
College of DuPage
Accounting and Finance
Allan Bagge Allan Bagge's First Trust Portfolios Experience May 2008 - August 2008
Job Technical Analyst at ALLURData
Industry Information Technology and Services
Experience
ALLURData® Inc June 2015 - Present
The MacSpa August 2014 - May 2015
St. Matthew's Church November 2012 - December 2014
Biola University February 2010 - November 2012
Apple Inc. February 2007 - May 2009
First Trust Portfolios May 2008 - August 2008
Apple Retail April 2007 - August 2007
Skills
Mac, Training, OS X, Editing, Microsoft Office, Customer Service, Video, iOS, Google Docs, Higher Education, Social Networking, Mac OS X, Google Apps, Windows, iWork, Windows 7, WordPress, Filemaker Pro, FileMaker, Project Management, Technical Support, Technical Training, Human Resources, Management, Public Speaking, Event Planning, Final Cut Pro, Social Media
Education
Biola University 2006 — 2010
Bachelor of Arts (B.A.), Cinema & Media Arts
ALLURData® Inc June 2015 - Present
The MacSpa August 2014 - May 2015
St. Matthew's Church November 2012 - December 2014
Biola University February 2010 - November 2012
Apple Inc. February 2007 - May 2009
First Trust Portfolios May 2008 - August 2008
Apple Retail April 2007 - August 2007
Skills
Mac, Training, OS X, Editing, Microsoft Office, Customer Service, Video, iOS, Google Docs, Higher Education, Social Networking, Mac OS X, Google Apps, Windows, iWork, Windows 7, WordPress, Filemaker Pro, FileMaker, Project Management, Technical Support, Technical Training, Human Resources, Management, Public Speaking, Event Planning, Final Cut Pro, Social Media
Education
Biola University 2006 — 2010
Bachelor of Arts (B.A.), Cinema & Media Arts
Carla Bendeich Carla Bendeich's First Trust Portfolios Experience January 1997 - March 2003
Job Learning & Collaboration Manager at Accenture
Industry Professional Training & Coaching
Experience
Accenture February 2011 - Present
Northern Illinois University June 2009 - Present
Sheer Experience International, Inc. August 2008 - January 2012
Fort Dearborn Life Insurance Company October 2006 - October 2010
Oak Brook Bank September 2005 - September 2006
Claymore Securities June 2003 - August 2005
First Trust Portfolios January 1997 - March 2003
Skills
Change Management, Project Management, Blended Learning, Coaching, Organizational..., Instructional Design, Process Improvement, Business Networking, Business Analysis, Needs Analysis, Relationship Management, Leadership Development, Succession Planning, Workshop Facilitation, Staff Development, Organizational Learning, Training Delivery, Instructor-led Training, Talent Management, Marketing Strategy, Organizational..., Strategic Planning, Training, Career Development, Human Resources, Recruiting, Onboarding, Career Counseling, Sourcing, Employee Engagement, CRM, Leadership, Management, E-Learning, Business Development, Analysis, Executive Coaching, Marketing, Strategy, Employee Training, Time Management, Project Planning, Sales, Outsourcing, Performance Management, Management Consulting, Interviews, Program Management, Consulting, Organizational Design
Education
Benedictine University 2006 — 2008
Masters, Masters in Business Administration
Northern Illinois University 1994 — 1996
B.S., Marketing- Sales Emphasis
Accenture February 2011 - Present
Northern Illinois University June 2009 - Present
Sheer Experience International, Inc. August 2008 - January 2012
Fort Dearborn Life Insurance Company October 2006 - October 2010
Oak Brook Bank September 2005 - September 2006
Claymore Securities June 2003 - August 2005
First Trust Portfolios January 1997 - March 2003
Skills
Change Management, Project Management, Blended Learning, Coaching, Organizational..., Instructional Design, Process Improvement, Business Networking, Business Analysis, Needs Analysis, Relationship Management, Leadership Development, Succession Planning, Workshop Facilitation, Staff Development, Organizational Learning, Training Delivery, Instructor-led Training, Talent Management, Marketing Strategy, Organizational..., Strategic Planning, Training, Career Development, Human Resources, Recruiting, Onboarding, Career Counseling, Sourcing, Employee Engagement, CRM, Leadership, Management, E-Learning, Business Development, Analysis, Executive Coaching, Marketing, Strategy, Employee Training, Time Management, Project Planning, Sales, Outsourcing, Performance Management, Management Consulting, Interviews, Program Management, Consulting, Organizational Design
Education
Benedictine University 2006 — 2008
Masters, Masters in Business Administration
Northern Illinois University 1994 — 1996
B.S., Marketing- Sales Emphasis
Colleen Follett Bluhm Colleen Follett Bluhm's First Trust Portfolios Experience April 2004 - December 2004
Job Ecommerce Marketing Specialist
Industry Marketing and Advertising
Experience
Stella & Dot September 2010 - Present
Follett Higher Education Group April 2008 - January 2012
Follett Higher Education Group August 2006 - April 2008
White Space Inc. January 2006 - May 2006
Destiny Health February 2005 - October 2005
First Trust Portfolios April 2004 - December 2004
School Health Corporation August 2000 - April 2004
Skills
B2B eCommerce, Customer Relations, Online Marketing, E-commerce, Product Management, Email Marketing, Social Media, Retail, Marketing Strategy, Social Media Marketing, Marketing Communications, Customer Service, CRM, Marketing, Online Advertising, Product Marketing
Education
Elmhurst College 1995 — 1998
Bachelor of Arts, History
University of Iowa 1993 — 1995
Candidate for Bachelor of Arts, Sports Medicine
Stella & Dot September 2010 - Present
Follett Higher Education Group April 2008 - January 2012
Follett Higher Education Group August 2006 - April 2008
White Space Inc. January 2006 - May 2006
Destiny Health February 2005 - October 2005
First Trust Portfolios April 2004 - December 2004
School Health Corporation August 2000 - April 2004
Skills
B2B eCommerce, Customer Relations, Online Marketing, E-commerce, Product Management, Email Marketing, Social Media, Retail, Marketing Strategy, Social Media Marketing, Marketing Communications, Customer Service, CRM, Marketing, Online Advertising, Product Marketing
Education
Elmhurst College 1995 — 1998
Bachelor of Arts, History
University of Iowa 1993 — 1995
Candidate for Bachelor of Arts, Sports Medicine
Sarah Galpin, CFA Sarah Galpin, CFA's First Trust Portfolios Experience October 2004 - Present
Job Vice President, Municipal Credit
Industry Financial Services
Experience
First Trust Portfolios October 2004 - Present
BondWave Advisors September 2003 - Present
Skills
Fixed Income, Portfolio Management, Investments, Investment Strategies, Bonds, Chartered Financial..., Investment Banking, Finance, Series 7, Series 63, Financial Advisory, Municipal Bonds, Credit Analysis, Trading, Unit Investment Trusts, Securities, Asset Management, Strategy, Equities, Alternative Investments, Mutual Funds
Education
Northern Illinois University 2002 — 2004
Bachelor of Science, Finance
Franklin College Switzerland 2003 — 2003
International Finance
Elgin Community College
First Trust Portfolios October 2004 - Present
BondWave Advisors September 2003 - Present
Skills
Fixed Income, Portfolio Management, Investments, Investment Strategies, Bonds, Chartered Financial..., Investment Banking, Finance, Series 7, Series 63, Financial Advisory, Municipal Bonds, Credit Analysis, Trading, Unit Investment Trusts, Securities, Asset Management, Strategy, Equities, Alternative Investments, Mutual Funds
Education
Northern Illinois University 2002 — 2004
Bachelor of Science, Finance
Franklin College Switzerland 2003 — 2003
International Finance
Elgin Community College
Cory Bringle Cory Bringle's First Trust Portfolios Experience August 2005 - Present
Job Vice President at First Trust
Industry Investment Management
Experience
First Trust January 2008 - Present
First Trust Portfolios August 2005 - Present
Skills
ETF's, Separately Managed..., Mutual Funds, Fixed Income, Securities, Investment Management, Investment Advisory, Bonds, Structured Products, Financial Markets, 401k, Valuation, Series 7, Series 66, UIT's
Education
University of Colorado Boulder 2000 — 2004
Bachelor of Arts (BA), Economics
First Trust January 2008 - Present
First Trust Portfolios August 2005 - Present
Skills
ETF's, Separately Managed..., Mutual Funds, Fixed Income, Securities, Investment Management, Investment Advisory, Bonds, Structured Products, Financial Markets, 401k, Valuation, Series 7, Series 66, UIT's
Education
University of Colorado Boulder 2000 — 2004
Bachelor of Arts (BA), Economics
Jeff Husak Jeff Husak's First Trust Portfolios Experience October 2007 - April 2010
Job Partner / Wealth Strategist at The Wealth Advantage Group
Industry Financial Services
Experience
The Wealth Advantage Group May 2010 - Present
First Trust Portfolios October 2007 - April 2010
Education
Western Michigan University - Haworth College of Business 2000 — 2003
Bachelors, Finance
University of Kentucky 1998 — 1999
Accounting and Finance
The Wealth Advantage Group May 2010 - Present
First Trust Portfolios October 2007 - April 2010
Education
Western Michigan University - Haworth College of Business 2000 — 2003
Bachelors, Finance
University of Kentucky 1998 — 1999
Accounting and Finance
Sarah Marie Nowfel Sarah Marie Nowfel's First Trust Portfolios Experience February 2004 - September 2006
Job First Vice President of InvestmentsWealth Management
Industry Financial Services
Experience
Nowfel Private Wealth Management July 2011 - Present
Astor Asset Management June 2010 - September 2011
Fidelity Investments July 2008 - July 2009
Van Kampen Investments September 2006 - July 2008
First Trust Portfolios February 2004 - September 2006
MetLife Investors December 2000 - February 2004
Skills
Investments, Securities, Equities, Wealth Management, Mutual Funds, Series 63, FINRA, Series 6, 401k, Public Speaking, Retirement Planning, Insurance, Sales, Series 7, Wealth Management..., Asset Allocation, Investment Strategies
Education
University of Colorado Boulder 1997 — 2000
BA, COmmunications
Nowfel Private Wealth Management July 2011 - Present
Astor Asset Management June 2010 - September 2011
Fidelity Investments July 2008 - July 2009
Van Kampen Investments September 2006 - July 2008
First Trust Portfolios February 2004 - September 2006
MetLife Investors December 2000 - February 2004
Skills
Investments, Securities, Equities, Wealth Management, Mutual Funds, Series 63, FINRA, Series 6, 401k, Public Speaking, Retirement Planning, Insurance, Sales, Series 7, Wealth Management..., Asset Allocation, Investment Strategies
Education
University of Colorado Boulder 1997 — 2000
BA, COmmunications
Sarah Harrell's First Trust Portfolios Experience June 2009 - August 2009
Job HR Generalist at TTX Company
Industry Human Resources
Experience
TTX Company August 2011 - Present
Veolia Environmental Services July 2010 - August 2011
First Trust Portfolios June 2009 - August 2009
Harrell & Assoc., Inc June 2007 - August 2007
Skills
Microsoft Office, Windows 7, Mac OS X, Adobe Photoshop, Public Relations, Photoshop, Public Speaking, QuickBooks, Microsoft Word, Human Resources, Marketing, PowerPoint, Employee Benefits, Benefits Administration, Customer Service, Deferred Compensation, Event Planning, Leadership, Management, Microsoft Excel, Social Media, Team Building, Training
Education
Taylor University 2007 — 2011
Bachelor of Arts, Communication Studies
Keller Graduate School of Management of DeVry University
Master's degree, Human Resources Management
TTX Company August 2011 - Present
Veolia Environmental Services July 2010 - August 2011
First Trust Portfolios June 2009 - August 2009
Harrell & Assoc., Inc June 2007 - August 2007
Skills
Microsoft Office, Windows 7, Mac OS X, Adobe Photoshop, Public Relations, Photoshop, Public Speaking, QuickBooks, Microsoft Word, Human Resources, Marketing, PowerPoint, Employee Benefits, Benefits Administration, Customer Service, Deferred Compensation, Event Planning, Leadership, Management, Microsoft Excel, Social Media, Team Building, Training
Education
Taylor University 2007 — 2011
Bachelor of Arts, Communication Studies
Keller Graduate School of Management of DeVry University
Master's degree, Human Resources Management
Colin Plunkett, CFA's First Trust Portfolios Experience July 2011 - Present
Job Equity Research Analyst at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios July 2011 - Present
Skills
Equity Research, Security Analysis, Equities, Fixed Income, Bloomberg, Valuation, Asset Managment, Asset Allocation, Portfolio Management, Mutual Funds, Financial Markets, Bloomberg Terminal, Financial Analysis, ETFs, Investment Strategies, Derivatives, Series 7, Investment Management, Securities, Asset Management, Financial Modeling, Soccer
Education
Cass Business School 2007 — 2008
MS, Accounting and Finance
Marquette University 2001 — 2005
BS, Finance Marketing
Lyons Township High School 1997 — 2001
First Trust Portfolios July 2011 - Present
Skills
Equity Research, Security Analysis, Equities, Fixed Income, Bloomberg, Valuation, Asset Managment, Asset Allocation, Portfolio Management, Mutual Funds, Financial Markets, Bloomberg Terminal, Financial Analysis, ETFs, Investment Strategies, Derivatives, Series 7, Investment Management, Securities, Asset Management, Financial Modeling, Soccer
Education
Cass Business School 2007 — 2008
MS, Accounting and Finance
Marquette University 2001 — 2005
BS, Finance Marketing
Lyons Township High School 1997 — 2001
Chris Thill Chris Thill's First Trust Portfolios Experience January 1992 - Present
Job Best Practices Team at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios January 1992 - Present
Skills
Series 7, Coaching, Public Speaking, Customer Relations, Production, Financial Advisory, Series 63, Investment Strategies, ETFs, Wealth Management, Customer Service, Mutual Funds
Education
University of Illinois at Urbana-Champaign 1978 — 1983
Aviation, occupational education
First Trust Portfolios January 1992 - Present
Skills
Series 7, Coaching, Public Speaking, Customer Relations, Production, Financial Advisory, Series 63, Investment Strategies, ETFs, Wealth Management, Customer Service, Mutual Funds
Education
University of Illinois at Urbana-Champaign 1978 — 1983
Aviation, occupational education
Jeffrey Fehrmann Jeffrey Fehrmann's First Trust Portfolios Experience February 2014 - January 2015
Job Customer Service Representative at OptionsHouse & Aperture Group, LLC
Industry Financial Services
Experience
OptionsHouse & Aperture Group, LLC September 2015 - Present
CH Robinson Carrier Representative June 2015 - September 2015
First Trust Portfolios February 2014 - January 2015
Calamos Investments April 2013 - August 2013
Miller Marina January 2013 - April 2013
Northwestern Mutual May 2012 - July 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Asset Allocation, Microsoft Office, Series 7, PowerPoint, Series 63, Bloomberg, Morningstar, Retirement Planning
Education
DePaul University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
hinsdale central high school 2005 — 2009
OptionsHouse & Aperture Group, LLC September 2015 - Present
CH Robinson Carrier Representative June 2015 - September 2015
First Trust Portfolios February 2014 - January 2015
Calamos Investments April 2013 - August 2013
Miller Marina January 2013 - April 2013
Northwestern Mutual May 2012 - July 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Asset Allocation, Microsoft Office, Series 7, PowerPoint, Series 63, Bloomberg, Morningstar, Retirement Planning
Education
DePaul University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
hinsdale central high school 2005 — 2009
Dan Orr Dan Orr's First Trust Portfolios Experience January 2001 - December 2004
Job Capital Markets
Industry Capital Markets
Experience
Fixed Income Sales April 2012 - Present
Immanuel Church September 2010 - March 2012
Young Life January 2006 - June 2011
Performance Trust Capital Partners January 2005 - December 2005
First Trust Portfolios January 2001 - December 2004
Education
Trinity International University 2006 — 2011
MDiv
Wheaton College 1997 — 2001
BA, Business/Economics
WA
Fixed Income Sales April 2012 - Present
Immanuel Church September 2010 - March 2012
Young Life January 2006 - June 2011
Performance Trust Capital Partners January 2005 - December 2005
First Trust Portfolios January 2001 - December 2004
Education
Trinity International University 2006 — 2011
MDiv
Wheaton College 1997 — 2001
BA, Business/Economics
WA
Mike Dahlstrom Mike Dahlstrom's First Trust Portfolios Experience July 2011 - Present
Job Software Developer at First Trust Portfolios
Industry Education Management
Experience
First Trust Portfolios July 2011 - Present
District 211 January 2011 - June 2011
District 211 October 2006 - December 2010
Willow Recreation Center October 2006 - December 2010
Skills
Troubleshooting, Microsoft Office, Software Installation, Customer Service, Microsoft Word, Microsoft Excel, Analysis, Help Desk Support, Library, Teaching, Special Education, Public Speaking
Education
DeVry University 2008 — 2011
Bachelor of Science, Computer Skills; Computer Information Systems
Harper College 2006 — 2010
First Trust Portfolios July 2011 - Present
District 211 January 2011 - June 2011
District 211 October 2006 - December 2010
Willow Recreation Center October 2006 - December 2010
Skills
Troubleshooting, Microsoft Office, Software Installation, Customer Service, Microsoft Word, Microsoft Excel, Analysis, Help Desk Support, Library, Teaching, Special Education, Public Speaking
Education
DeVry University 2008 — 2011
Bachelor of Science, Computer Skills; Computer Information Systems
Harper College 2006 — 2010
Lisa Weier's First Trust Portfolios Experience January 2011 - June 2013
Job Director of Development FT Cares Foundation
Industry Nonprofit Organization Management
Experience
First Trust Portfolios January 2011 - June 2013
Chapman and Cutler LLP September 2000 - December 2009
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1997 — 2000
J.D.
University of Illinois at Urbana-Champaign 1991 — 1995
B.S., Psychology
First Trust Portfolios January 2011 - June 2013
Chapman and Cutler LLP September 2000 - December 2009
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1997 — 2000
J.D.
University of Illinois at Urbana-Champaign 1991 — 1995
B.S., Psychology
Amelia (Carlson) Macias Amelia (Carlson) Macias's First Trust Portfolios Experience December 2012 - December 2013
Job Staff Accountant at Brinkman & Reed, CPA's
Industry Accounting
Experience
Brinkman & Reed CPA's December 2013 - Present
First Trust Portfolios December 2012 - December 2013
Concordia University Early Childhood Education Center May 2010 - April 2013
Bansley and Kiener January 2010 - April 2010
H&R Block November 2009 - April 2010
Concordia University August 2007 - December 2009
Kilwin's Ice Cream and Fudge April 2004 - August 2008
Skills
Management, People Skills, Planning, Customer Service, Time Management, Teamwork, Microsoft Word, Microsoft Office, Outlook, Microsoft Excel, Project Planning, Teaching, Leadership Development, Finance, Research
Education
Concordia University Chicago 2005 — 2009
Bachelors, Accounting and Marketing
Lakeshore High School 2001 — 2005
Brinkman & Reed CPA's December 2013 - Present
First Trust Portfolios December 2012 - December 2013
Concordia University Early Childhood Education Center May 2010 - April 2013
Bansley and Kiener January 2010 - April 2010
H&R Block November 2009 - April 2010
Concordia University August 2007 - December 2009
Kilwin's Ice Cream and Fudge April 2004 - August 2008
Skills
Management, People Skills, Planning, Customer Service, Time Management, Teamwork, Microsoft Word, Microsoft Office, Outlook, Microsoft Excel, Project Planning, Teaching, Leadership Development, Finance, Research
Education
Concordia University Chicago 2005 — 2009
Bachelors, Accounting and Marketing
Lakeshore High School 2001 — 2005
Sarah Cole Sarah Cole's First Trust Portfolios Experience February 2012 - Present
Job Scheduler at First Trust Portfolios
Industry Executive Office
Experience
First Trust Portfolios February 2012 - Present
Financial Search Group March 2009 - July 2010
Medical Staffing Network March 2008 - March 2009
Partners in Technology 2007 - 2008
Manpower Inc. July 2005 - December 2006
Skills
Recruiting, Temporary Placement, Technical Recruiting, Internet Recruiting, Applicant Tracking..., Sourcing, Benefits Negotiation, Talent Acquisition, Human Resources, Cold Calling, Employee Relations, Contract Recruitment, Customer Retention, Resume Writing, Account Management, Staffing Services, Executive Search, Sales, Temporary Staffing
Education
Hope College 2001 — 2005
Bachelors, Business Management & Psychology
First Trust Portfolios February 2012 - Present
Financial Search Group March 2009 - July 2010
Medical Staffing Network March 2008 - March 2009
Partners in Technology 2007 - 2008
Manpower Inc. July 2005 - December 2006
Skills
Recruiting, Temporary Placement, Technical Recruiting, Internet Recruiting, Applicant Tracking..., Sourcing, Benefits Negotiation, Talent Acquisition, Human Resources, Cold Calling, Employee Relations, Contract Recruitment, Customer Retention, Resume Writing, Account Management, Staffing Services, Executive Search, Sales, Temporary Staffing
Education
Hope College 2001 — 2005
Bachelors, Business Management & Psychology
Jeff Sedlak Jeff Sedlak's First Trust Portfolios Experience May 2004 - Present
Job Software Developer at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios May 2004 - Present
Accenture January 1995 - September 2003
Sears Holdings Corporation December 1987 - January 1995
Skills
ASP.NET, Microsoft SQL Server, JavaScript, SSIS, HTML, SDLC, SSRS, Software Project..., Database Design, VB.NET, .NET, SQL Server, ASP, JSON, DOM, XML, Scribe Insight, Microsoft CRM, Enterprise Library, jQuery Mobile, PowerPivot, Normalization
Education
Illinois Institute of Technology
MS, Software Engineering
University of Illinois at Urbana-Champaign
BS, Mathematics & Computer Science
First Trust Portfolios May 2004 - Present
Accenture January 1995 - September 2003
Sears Holdings Corporation December 1987 - January 1995
Skills
ASP.NET, Microsoft SQL Server, JavaScript, SSIS, HTML, SDLC, SSRS, Software Project..., Database Design, VB.NET, .NET, SQL Server, ASP, JSON, DOM, XML, Scribe Insight, Microsoft CRM, Enterprise Library, jQuery Mobile, PowerPivot, Normalization
Education
Illinois Institute of Technology
MS, Software Engineering
University of Illinois at Urbana-Champaign
BS, Mathematics & Computer Science
Matthew Strazza, MBA's First Trust Portfolios Experience September 2012 - Present
Job Vice President at First Trust Portfolios
Industry Investment Management
Experience
First Trust Portfolios September 2012 - Present
Goldman Sachs Asset Management November 2009 - September 2012
AXA Distributors September 2006 - October 2009
Skills
Series 63, Series 7, Mutual Funds, Alternative Investments, Series 6, ETFs, Equities, Investments, Separately Managed..., Fixed Income, Asset Allocation, Asset Managment, Hedge Funds, Securities, Investment Strategies, Capital Markets, Series 66, Wealth Management
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance / Entrepreneurship
Villanova University 2002 — 2006
Bachelors of Science, Finance
First Trust Portfolios September 2012 - Present
Goldman Sachs Asset Management November 2009 - September 2012
AXA Distributors September 2006 - October 2009
Skills
Series 63, Series 7, Mutual Funds, Alternative Investments, Series 6, ETFs, Equities, Investments, Separately Managed..., Fixed Income, Asset Allocation, Asset Managment, Hedge Funds, Securities, Investment Strategies, Capital Markets, Series 66, Wealth Management
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance / Entrepreneurship
Villanova University 2002 — 2006
Bachelors of Science, Finance
Tom Salemy, CFA, CAIA's First Trust Portfolios Experience September 2010 - October 2011
Job Institutional Investment Consulting @ Marquette Associates
Industry Financial Services
Experience
Marquette Associates October 2011 - Present
First Trust Portfolios September 2010 - October 2011
Eaton Vance Management January 2010 - September 2010
State Street Global Markets May 2007 - January 2010
Skills
Investments, Bloomberg, Capital Markets, Asset Allocation, Portfolio Optimization, Valuation
Education
Colby College
BA, Economics
Marquette Associates October 2011 - Present
First Trust Portfolios September 2010 - October 2011
Eaton Vance Management January 2010 - September 2010
State Street Global Markets May 2007 - January 2010
Skills
Investments, Bloomberg, Capital Markets, Asset Allocation, Portfolio Optimization, Valuation
Education
Colby College
BA, Economics
Scott Krauss Scott Krauss's First Trust Portfolios Experience May 2005 - August 2005
Job Media Reconciliation Specialist at Resolution Media
Industry Financial Services
Experience
Resolution Media June 2011 - Present
BP July 2010 - June 2011
Navigant Consulting, Inc. August 2007 - July 2009
Illini Media May 2006 - December 2006
University of Illinois August 2005 - December 2006
Ameriprise Financial Services, Inc. May 2006 - August 2006
First Trust Portfolios May 2005 - August 2005
Skills
Microsoft Office, Analysis, Excel, Customer Relations, PowerPoint, Word, Budgeting, Social Media, Insurance, Accounting, Customer Service, Microsoft Excel, Sales, Leadership
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Masters, General Business
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelor of Science, Business Administration; Finance and Marketing
Resolution Media June 2011 - Present
BP July 2010 - June 2011
Navigant Consulting, Inc. August 2007 - July 2009
Illini Media May 2006 - December 2006
University of Illinois August 2005 - December 2006
Ameriprise Financial Services, Inc. May 2006 - August 2006
First Trust Portfolios May 2005 - August 2005
Skills
Microsoft Office, Analysis, Excel, Customer Relations, PowerPoint, Word, Budgeting, Social Media, Insurance, Accounting, Customer Service, Microsoft Excel, Sales, Leadership
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Masters, General Business
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelor of Science, Business Administration; Finance and Marketing
Jim Gaull Jim Gaull's First Trust Portfolios Experience June 2007 - Present
Job Senior Developer at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios June 2007 - Present
William Blair & Company December 2003 - June 2007
Wachovia Securities April 2003 - December 2003
Genisys Consulting May 1998 - December 2003
Genisys Consulting May 1998 - December 2003
Watson Wyatt April 2002 - April 2003
Wachovia Securities 2003 - 2003
Zurich Scudder Investments April 2000 - April 2002
Deutsche Bank January 2000 - April 2002
Stein Roe Investments May 1998 - January 2000
Skills
SQL Server, C#, .NET, DTS, ADO, SQL, XML, Windows, Excel, Microsoft Office, ETL, Data Warehousing, Application Development, Database Development, Requirements Analysis, User Interface Design, Fixed Income, ASP.NET, Visual Studio, T-SQL, SSRS, SSIS, Visual Basic, ASP, Crystal Reports, VB.NET, Bloomberg TOMS, Software Project..., WCF, Microsoft CRM, CRM, Business Analysis, VBA, Database Design, Business Intelligence, WPF, LINQ, Stored Procedures, ASP.NET MVC, Project Management, WinForms, Web Services, SDLC, Software Documentation, Microsoft SQL Server, Oracle, Requirements Gathering, Microsoft Excel, Sybase, Access
Education
Northern Illinois University 1994 — 1998
Bachelor Degree, Computer Science
Northern Illinois University 1994 — 1998
Bachelor of Science, Computer Science
First Trust Portfolios June 2007 - Present
William Blair & Company December 2003 - June 2007
Wachovia Securities April 2003 - December 2003
Genisys Consulting May 1998 - December 2003
Genisys Consulting May 1998 - December 2003
Watson Wyatt April 2002 - April 2003
Wachovia Securities 2003 - 2003
Zurich Scudder Investments April 2000 - April 2002
Deutsche Bank January 2000 - April 2002
Stein Roe Investments May 1998 - January 2000
Skills
SQL Server, C#, .NET, DTS, ADO, SQL, XML, Windows, Excel, Microsoft Office, ETL, Data Warehousing, Application Development, Database Development, Requirements Analysis, User Interface Design, Fixed Income, ASP.NET, Visual Studio, T-SQL, SSRS, SSIS, Visual Basic, ASP, Crystal Reports, VB.NET, Bloomberg TOMS, Software Project..., WCF, Microsoft CRM, CRM, Business Analysis, VBA, Database Design, Business Intelligence, WPF, LINQ, Stored Procedures, ASP.NET MVC, Project Management, WinForms, Web Services, SDLC, Software Documentation, Microsoft SQL Server, Oracle, Requirements Gathering, Microsoft Excel, Sybase, Access
Education
Northern Illinois University 1994 — 1998
Bachelor Degree, Computer Science
Northern Illinois University 1994 — 1998
Bachelor of Science, Computer Science
Vickie Chamberlain's First Trust Portfolios Experience June 2011 - Present
Job Marketing at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios June 2011 - Present
City Securities Corporation August 1989 - June 2011
Skills
Customer Service, Financial Planning, Portfolio Management, Finance, Investment Strategies, Equities, ETFs, Financial Advisory, Series 7, Series 63
Education
Indiana Wesleyan University
Bachelor's, Business Management
First Trust Portfolios June 2011 - Present
City Securities Corporation August 1989 - June 2011
Skills
Customer Service, Financial Planning, Portfolio Management, Finance, Investment Strategies, Equities, ETFs, Financial Advisory, Series 7, Series 63
Education
Indiana Wesleyan University
Bachelor's, Business Management
Kevin DeNardo Kevin DeNardo's First Trust Portfolios Experience May 2011 - Present
Job Marketing at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios May 2011 - Present
First Trust Portfolios Canada March 2000 - March 2008
Education
Northern Illinois University 1985 — 1997
Architecture, Interior Architecture
Illinois Wesleyan University 1983 — 1985
BA, Painting/Graphic Design
First Trust Portfolios May 2011 - Present
First Trust Portfolios Canada March 2000 - March 2008
Education
Northern Illinois University 1985 — 1997
Architecture, Interior Architecture
Illinois Wesleyan University 1983 — 1985
BA, Painting/Graphic Design
Ken Fincher Ken Fincher's First Trust Portfolios Experience January 2009 - Present
Job Senior Vice President Portfolio Manager at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios January 2009 - Present
First Trust Portfolios November 2008 - May 2014
Calamos Investments 2006 - October 2008
Nuveen Investments 1989 - 2006
Skills
Series 7, ETFs, Mutual Funds, Asset Allocation, Valuation, Financial Markets, Asset Management, Securities, Series 63, Separately Managed..., Hedge Funds, Alternative Investments, Investments, Equities, Fixed Income, Wealth Management, Bonds, Business Development, Derivatives, Bloomberg, Financial Services, Investment Strategies, Investment Advisory, Portfolio Management, Financial Modeling, Risk Management, Investment Management, Capital Markets, Strategic Planning
Education
Quinlan School of Business, Loyola University Chicago 1992 — 1994
MBA, Finance
Michigan State University 1984 — 1988
BA, Finance
First Trust Portfolios January 2009 - Present
First Trust Portfolios November 2008 - May 2014
Calamos Investments 2006 - October 2008
Nuveen Investments 1989 - 2006
Skills
Series 7, ETFs, Mutual Funds, Asset Allocation, Valuation, Financial Markets, Asset Management, Securities, Series 63, Separately Managed..., Hedge Funds, Alternative Investments, Investments, Equities, Fixed Income, Wealth Management, Bonds, Business Development, Derivatives, Bloomberg, Financial Services, Investment Strategies, Investment Advisory, Portfolio Management, Financial Modeling, Risk Management, Investment Management, Capital Markets, Strategic Planning
Education
Quinlan School of Business, Loyola University Chicago 1992 — 1994
MBA, Finance
Michigan State University 1984 — 1988
BA, Finance
Lea Maiorino's First Trust Portfolios Experience January 2006 - October 2008
Job Manager, Wealth Management Brand and Marketing at RBC
Industry Marketing and Advertising
Experience
RBC August 2012 - Present
RBC July 2010 - August 2012
First Trust Portfolios January 2006 - October 2008
Nova Scotia Sport Hall of Fame August 2005 - January 2006
Skills
Customer Service, Microsoft Word, Microsoft Excel, Advertising, PowerPoint, Budgets, Marketing, Management
Education
Saint Mary's University 2001 — 2005
Bachelor of arts, Psychology, Marketing
2008 - 2009 Humber Institute of Technology and Advanced Learning
Post Graduate Diploma, Accelerated Journalism; Psychology
RBC August 2012 - Present
RBC July 2010 - August 2012
First Trust Portfolios January 2006 - October 2008
Nova Scotia Sport Hall of Fame August 2005 - January 2006
Skills
Customer Service, Microsoft Word, Microsoft Excel, Advertising, PowerPoint, Budgets, Marketing, Management
Education
Saint Mary's University 2001 — 2005
Bachelor of arts, Psychology, Marketing
2008 - 2009 Humber Institute of Technology and Advanced Learning
Post Graduate Diploma, Accelerated Journalism; Psychology
Kyle Lassen's First Trust Portfolios Experience June 2000 - August 2001
Job Customer Experience Applications at Oracle
Industry Computer Software
Experience
Oracle June 2015 - Present
MagnetStreet May 2011 - May 2015
KBL Inc., LLC. January 2011 - May 2015
MagnetStreet September 2005 - May 2011
MagnetStreet April 2007 - February 2008
MagnetStreet July 2005 - August 2005
First Trust Portfolios June 2000 - August 2001
Ehorn Environmental, Ltd. December 2000 - December 2000
Skills
Email Marketing, E-commerce, Marketing Strategy, Technology..., Business Process..., Analytics, Business Analysis, Integrated Marketing, Process Improvement, Online Marketing, Analysis, Online Advertising, Account Management, Marketing, Management, Sales, Project Management, Strategy, Vendor Management, Direct Mail, Direct Marketing, B2B Marketing, SEO, CRM, Leadership, Business Strategy, Digital Marketing, Advertising, Social Media, Cloud Computing, Multi-channel Marketing, Customer Service, Salesforce.com
Education
Bethel University 2001 — 2005
B.A., Finance & Marketing
Wheaton College 2002 — 2003
Oracle June 2015 - Present
MagnetStreet May 2011 - May 2015
KBL Inc., LLC. January 2011 - May 2015
MagnetStreet September 2005 - May 2011
MagnetStreet April 2007 - February 2008
MagnetStreet July 2005 - August 2005
First Trust Portfolios June 2000 - August 2001
Ehorn Environmental, Ltd. December 2000 - December 2000
Skills
Email Marketing, E-commerce, Marketing Strategy, Technology..., Business Process..., Analytics, Business Analysis, Integrated Marketing, Process Improvement, Online Marketing, Analysis, Online Advertising, Account Management, Marketing, Management, Sales, Project Management, Strategy, Vendor Management, Direct Mail, Direct Marketing, B2B Marketing, SEO, CRM, Leadership, Business Strategy, Digital Marketing, Advertising, Social Media, Cloud Computing, Multi-channel Marketing, Customer Service, Salesforce.com
Education
Bethel University 2001 — 2005
B.A., Finance & Marketing
Wheaton College 2002 — 2003
Roger Starr's First Trust Portfolios Experience April 2006 - Present
Job National Accounts/Exchange Traded Funds at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios April 2006 - Present
City Securities Corporation 1999 - 2006
Skills
Separately Managed..., Marketing Strategy, Wealth Management, Securities, Series 7, Asset Allocation, Investment Strategies, Equity Research, Series 63, Financial Services, Mutual Funds, Alternative Investments, ETFs, Investment Management, Equities, FINRA, Investment Advisory, Investments, Series 24, Series 65
Education
Indiana University-Purdue University at Indianapolis
First Trust Portfolios April 2006 - Present
City Securities Corporation 1999 - 2006
Skills
Separately Managed..., Marketing Strategy, Wealth Management, Securities, Series 7, Asset Allocation, Investment Strategies, Equity Research, Series 63, Financial Services, Mutual Funds, Alternative Investments, ETFs, Investment Management, Equities, FINRA, Investment Advisory, Investments, Series 24, Series 65
Education
Indiana University-Purdue University at Indianapolis
Michael Leyden's First Trust Portfolios Experience February 2001 - Present
Job Vice President at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios February 2001 - Present
American Pharmaceutical Services January 1998 - February 2001
Skills
New Business Development, Series 7, Portfolio Management, Financial Advisory, Strategic Planning, Asset Allocation, Customer Service, Sales, Investments, Securities, Investment Strategies, Series 63, Sales Management, Asset Management, Wealth Management
Education
Northern Illinois University 1993 — 1995
First Trust Portfolios February 2001 - Present
American Pharmaceutical Services January 1998 - February 2001
Skills
New Business Development, Series 7, Portfolio Management, Financial Advisory, Strategic Planning, Asset Allocation, Customer Service, Sales, Investments, Securities, Investment Strategies, Series 63, Sales Management, Asset Management, Wealth Management
Education
Northern Illinois University 1993 — 1995
Lisa Den Besten's First Trust Portfolios Experience August 2007 - Present
Job Senior Project Manager at First Trust
Industry Information Technology and Services
Experience
First Trust June 2012 - Present
First Trust Portfolios August 2007 - Present
League of Women Voters, LaGrange Area July 2008 - June 2012
Nuveen Investments June 2000 - April 2007
CGI Consulting November 1997 - June 2000
Chicago Board Options Exchange November 1986 - November 1997
Continental Illinois National Bank February 1982 - November 1986
Skills
Business Analysis, Project Management, Databases, Data Warehousing, Software Development, Visio, Vendor Management, Equities, SQL, Risk Management, Fixed Income, Management, Requirements Gathering, CRM, Database Design, Software Documentation, Analysis
Education
Purdue University - Krannert School of Management 1977 — 1981
BS, Industrial Management
First Trust June 2012 - Present
First Trust Portfolios August 2007 - Present
League of Women Voters, LaGrange Area July 2008 - June 2012
Nuveen Investments June 2000 - April 2007
CGI Consulting November 1997 - June 2000
Chicago Board Options Exchange November 1986 - November 1997
Continental Illinois National Bank February 1982 - November 1986
Skills
Business Analysis, Project Management, Databases, Data Warehousing, Software Development, Visio, Vendor Management, Equities, SQL, Risk Management, Fixed Income, Management, Requirements Gathering, CRM, Database Design, Software Documentation, Analysis
Education
Purdue University - Krannert School of Management 1977 — 1981
BS, Industrial Management
Josh Gongaware's First Trust Portfolios Experience January 2009 - Present
Job Regional Vice President at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios January 2009 - Present
First Trust Portfolios March 2007 - December 2008
Key Bank 2001 - 2007
McDonald Investments 2001 - 2007
Skills
Series 7, Series 66, series 31
Education
Bowling Green State University 1996 — 2000
Boardman High School
First Trust Portfolios January 2009 - Present
First Trust Portfolios March 2007 - December 2008
Key Bank 2001 - 2007
McDonald Investments 2001 - 2007
Skills
Series 7, Series 66, series 31
Education
Bowling Green State University 1996 — 2000
Boardman High School
Dane Eppen's First Trust Portfolios Experience November 2008 - Present
Job Vice President, National Accounts at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios November 2008 - Present
First Trust Portfolios October 2006 - November 2008
Skills
ETFs, Series 7, Series 63, Fixed Annuities, Financial Services, Mutual Funds, Alternative Investments, Asset Allocation, Uniform Combined State..., Securities, Investment Strategies, Separately Managed..., Investment Advisory, Series 6, Financial Advisory, Retirement Planning, Investments, Wealth Management, Asset Management, Series 65, Retirement, Equities, FINRA, Portfolio Management, 401k, Fixed Income, Relationship Management
Education
Loyola University Chicago
BBA, Economics
First Trust Portfolios November 2008 - Present
First Trust Portfolios October 2006 - November 2008
Skills
ETFs, Series 7, Series 63, Fixed Annuities, Financial Services, Mutual Funds, Alternative Investments, Asset Allocation, Uniform Combined State..., Securities, Investment Strategies, Separately Managed..., Investment Advisory, Series 6, Financial Advisory, Retirement Planning, Investments, Wealth Management, Asset Management, Series 65, Retirement, Equities, FINRA, Portfolio Management, 401k, Fixed Income, Relationship Management
Education
Loyola University Chicago
BBA, Economics
Sami Ghusein's First Trust Portfolios Experience October 2009 - Present
Job Assistant Vice President, Fund Accounting at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios October 2009 - Present
Van Kampen Investments March 2006 - October 2009
Rush University Medical Center October 2005 - March 2006
Capps Digital November 2002 - May 2005
Education
DePaul University 2001 — 2005
First Trust Portfolios October 2009 - Present
Van Kampen Investments March 2006 - October 2009
Rush University Medical Center October 2005 - March 2006
Capps Digital November 2002 - May 2005
Education
DePaul University 2001 — 2005
Kirk Sims, CFA's First Trust Portfolios Experience May 2004 - January 2009
Job Public Pension, Emerging Managers
Industry Investment Management
Experience
Teachers Retirement System of illinois November 2013 - Present
Prudential Retirement May 2010 - November 2013
FIRST TRUST PORTFOLIOS May 2004 - January 2009
Thomas White International July 2000 - April 2004
Brinson Partners Inc. June 1996 - June 2000
UBS Global Asset Management 1996 - 1999
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, FINANCE
Teachers Retirement System of illinois November 2013 - Present
Prudential Retirement May 2010 - November 2013
FIRST TRUST PORTFOLIOS May 2004 - January 2009
Thomas White International July 2000 - April 2004
Brinson Partners Inc. June 1996 - June 2000
UBS Global Asset Management 1996 - 1999
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, FINANCE
Jeff Margolin's First Trust Portfolios Experience February 2005 - Present
Job Senior Vice President at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios February 2005 - Present
Skills
Finance, Alternative Investments, Investments, Securities, Series 7, Separately Managed..., ETFs, Asset Allocation, Series 63
Education
Clark University 1991 — 1995
Baruch College, City University of New York (CUNY)
MBA
First Trust Portfolios February 2005 - Present
Skills
Finance, Alternative Investments, Investments, Securities, Series 7, Separately Managed..., ETFs, Asset Allocation, Series 63
Education
Clark University 1991 — 1995
Baruch College, City University of New York (CUNY)
MBA
Lisa Stutz's First Trust Portfolios Experience May 2010 - Present
Job Payroll Supervisor at First Trust Portfolios
Industry Transportation/Trucking/Railroad
Experience
First Trust Portfolios May 2010 - Present
National Express Corp March 2009 - March 2010
LJS Consulting May 2008 - February 2010
Laidlaw August 2004 - January 2008
PayTech June 1999 - May 2004
First Data Corporation November 1998 - May 1999
American Medical Response May 1997 - October 1998
Education
Arapahoe Community College 2003 — 2003
First Trust Portfolios May 2010 - Present
National Express Corp March 2009 - March 2010
LJS Consulting May 2008 - February 2010
Laidlaw August 2004 - January 2008
PayTech June 1999 - May 2004
First Data Corporation November 1998 - May 1999
American Medical Response May 1997 - October 1998
Education
Arapahoe Community College 2003 — 2003
Alex Husnik's First Trust Portfolios Experience October 2010 - Present
Job Regional Vice President at First Trust Portfolios L.P. serving financial advisors in Alabama and the Florida panhandle
Industry Financial Services
Experience
First Trust Portfolios October 2010 - Present
First Trust Portfolios April 2010 - October 2010
First Trust Portfolios June 2006 - July 2010
LSBE Financial Markets Program September 2005 - May 2006
Skills
Series 7, Series 66, Investments, ETFs, Financial Services, Investment Management, Relationship Management, Communication, Customer Service, Sales, Uniform Combined State..., Finance, Financial Advisory, Strategy
Education
University of Minnesota-Duluth 2002 — 2006
BBA, Finance
First Trust Portfolios October 2010 - Present
First Trust Portfolios April 2010 - October 2010
First Trust Portfolios June 2006 - July 2010
LSBE Financial Markets Program September 2005 - May 2006
Skills
Series 7, Series 66, Investments, ETFs, Financial Services, Investment Management, Relationship Management, Communication, Customer Service, Sales, Uniform Combined State..., Finance, Financial Advisory, Strategy
Education
University of Minnesota-Duluth 2002 — 2006
BBA, Finance
Kathleen Gough's First Trust Portfolios Experience 2010 - 2011
Job Revenue Management
Industry Hospitality
Experience
Canyon Ranch March 2014 - Present
Northern Trust 2011 - Present
First Trust Portfolios 2010 - 2011
DLK Architecture, Inc 2008 - September 2010
Skills
Marketing, Invoicing, Cash Flow, Analysis, Accounting, Risk Management, Accounts Receivable, Accounts Payable, Bank Reconciliation, Budgets, Financial Analysis, Contract Negotiation, Financial Statements, Forecasting, Microsoft Excel, Tax, Customer Service, Finance, Management, Microsoft Office
Education
Northern Illinois University
Canyon Ranch March 2014 - Present
Northern Trust 2011 - Present
First Trust Portfolios 2010 - 2011
DLK Architecture, Inc 2008 - September 2010
Skills
Marketing, Invoicing, Cash Flow, Analysis, Accounting, Risk Management, Accounts Receivable, Accounts Payable, Bank Reconciliation, Budgets, Financial Analysis, Contract Negotiation, Financial Statements, Forecasting, Microsoft Excel, Tax, Customer Service, Finance, Management, Microsoft Office
Education
Northern Illinois University
Shamsh Kassam's First Trust Portfolios Experience December 2000 - June 2010
Job Sr. Business Banking Advisor & Investment Consultant
Industry Financial Services
Experience
TD Canada Trust May 2011 - June 2015
Provisus Wealth Mgmt January 2011 - May 2011
First Trust Portfolios December 2000 - June 2010
The Move Network October 1990 - November 1996
Skills
Strategic Leadership, Investments, Mutual Funds, Sales Management, Business Planning, CRM, Leadership, Management, Analysis, Finance, Insurance, Risk Management, Sales, Credit, Relationship Management, Cross-functional Team..., Wealth Management
Education
Toronto Business School 1988 — 1989
Certificate (B.A.), Business/Commerce, General
The University of Texas at Austin
BPEd
TD Canada Trust May 2011 - June 2015
Provisus Wealth Mgmt January 2011 - May 2011
First Trust Portfolios December 2000 - June 2010
The Move Network October 1990 - November 1996
Skills
Strategic Leadership, Investments, Mutual Funds, Sales Management, Business Planning, CRM, Leadership, Management, Analysis, Finance, Insurance, Risk Management, Sales, Credit, Relationship Management, Cross-functional Team..., Wealth Management
Education
Toronto Business School 1988 — 1989
Certificate (B.A.), Business/Commerce, General
The University of Texas at Austin
BPEd
Michael Zinsky's First Trust Portfolios Experience September 2004 - July 2007
Job Director of Family Office
Industry Accounting
Experience
Privately Held Company May 2010 - Present
Miller Cooper & Co. October 2009 - June 2010
Morgan Stanley August 2008 - October 2009
Deloitte Tax LLP July 2007 - August 2008
First Trust Portfolios September 2004 - July 2007
Deloitte January 1997 - September 2004
US Navy January 1984 - December 1989
Skills
Income Tax, Tax, Trusts, Investments, Tax Preparation, Tax Returns, Auditing, Financial Advisory, Tax Law, International Tax, Corporate Tax, Tax Accounting, Tax Research, Tax Advisory, Payroll, SEC filings, CPA, Big 4, GAAP, Sarbanes-Oxley Act, SEC Filings
Education
University of Illinois at Chicago 1994 — 1996
BS, Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business
MST, Taxation
Privately Held Company May 2010 - Present
Miller Cooper & Co. October 2009 - June 2010
Morgan Stanley August 2008 - October 2009
Deloitte Tax LLP July 2007 - August 2008
First Trust Portfolios September 2004 - July 2007
Deloitte January 1997 - September 2004
US Navy January 1984 - December 1989
Skills
Income Tax, Tax, Trusts, Investments, Tax Preparation, Tax Returns, Auditing, Financial Advisory, Tax Law, International Tax, Corporate Tax, Tax Accounting, Tax Research, Tax Advisory, Payroll, SEC filings, CPA, Big 4, GAAP, Sarbanes-Oxley Act, SEC Filings
Education
University of Illinois at Chicago 1994 — 1996
BS, Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business
MST, Taxation
Bob Setlak's First Trust Portfolios Experience February 2008 - Present
Job Internal wholesaler at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios February 2008 - Present
Skills
Mutual Funds, Series 7, Series 63, Series 65, Unit Investment Trusts, ETFs, Separately Managed..., Variable Annuities, Fixed Annuities, Illinois Insurance..., Series 6
Education
University of Illinois 1992 — 1996
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor's degree, Psychology
First Trust Portfolios February 2008 - Present
Skills
Mutual Funds, Series 7, Series 63, Series 65, Unit Investment Trusts, ETFs, Separately Managed..., Variable Annuities, Fixed Annuities, Illinois Insurance..., Series 6
Education
University of Illinois 1992 — 1996
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor's degree, Psychology
Francine Russell's First Trust Portfolios Experience 1991 - Present
Job Sr Vice President, Partner at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios 1991 - Present
Education
Roosevelt University
Business Administration, Finance
First Trust Portfolios 1991 - Present
Education
Roosevelt University
Business Administration, Finance
Jay Huber's First Trust Portfolios Experience July 2000 - Present
Job Software Architect at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios July 2000 - Present
BALR Corporation 1995 - 2000
Manpower 1997 - 1998
CNA 1996 - 1997
Loral Medical Imaging 1995 - 1996
Skills
Delphi, SQL, C++, HTML, Windows, JavaScript, CSS, Relational Databases, Software Development, AJAX, JSON, Object Oriented Design, Design Patterns, OOP, Parsing, Software Engineering, Software Documentation, Software Design, Enterprise Software, Enterprise Architecture, Database Design, X86, XML, Distributed Systems, Technical Writing, Debugging, Microsoft SQL Server, Informix, HTTP, Web Development, Web Applications, Training, Refactoring, Algorithms, Microsoft Office, Microsoft Word, Microsoft Excel, Philosophy Of Science, Mathematics, Drums
Education
Oak Park and River Forest High School 1984 — 1998
University of Illinois at Urbana-Champaign 1992 — 1995
M.S., Computer Science
Northern Illinois University 1988 — 1992
B.S., Computer Science
First Trust Portfolios July 2000 - Present
BALR Corporation 1995 - 2000
Manpower 1997 - 1998
CNA 1996 - 1997
Loral Medical Imaging 1995 - 1996
Skills
Delphi, SQL, C++, HTML, Windows, JavaScript, CSS, Relational Databases, Software Development, AJAX, JSON, Object Oriented Design, Design Patterns, OOP, Parsing, Software Engineering, Software Documentation, Software Design, Enterprise Software, Enterprise Architecture, Database Design, X86, XML, Distributed Systems, Technical Writing, Debugging, Microsoft SQL Server, Informix, HTTP, Web Development, Web Applications, Training, Refactoring, Algorithms, Microsoft Office, Microsoft Word, Microsoft Excel, Philosophy Of Science, Mathematics, Drums
Education
Oak Park and River Forest High School 1984 — 1998
University of Illinois at Urbana-Champaign 1992 — 1995
M.S., Computer Science
Northern Illinois University 1988 — 1992
B.S., Computer Science
William Casey's First Trust Portfolios Experience December 2010 - Present
Job Internal Wholesaler at First Trust Portfolios
Industry Investment Management
Experience
First Trust Portfolios December 2010 - Present
Morgan Stanley Smith Barney August 2009 - January 2011
Fellowes May 2008 - August 2008
Skills
Series 7, Series 66, Wealth Management, New Business Development, Business Development, Account Management, Investments, Sales Management, Public Speaking, Team Leadership, Strategic Planning, Strategic Financial..., Sales, Mutual Funds, ETFs, Uniform Combined State...
Education
Taylor University 2005 — 2009
Business Management, Finance
First Trust Portfolios December 2010 - Present
Morgan Stanley Smith Barney August 2009 - January 2011
Fellowes May 2008 - August 2008
Skills
Series 7, Series 66, Wealth Management, New Business Development, Business Development, Account Management, Investments, Sales Management, Public Speaking, Team Leadership, Strategic Planning, Strategic Financial..., Sales, Mutual Funds, ETFs, Uniform Combined State...
Education
Taylor University 2005 — 2009
Business Management, Finance
Laura Zellinger's First Trust Portfolios Experience April 2011 - Present
Job Sales Support
Industry Financial Services
Experience
First Trust Portfolios April 2011 - Present
Avenue Inc 2004 - 2006
Education
Moraine Valley Community College 2000 — 2004
Associate of Science, Accounting/Business
First Trust Portfolios April 2011 - Present
Avenue Inc 2004 - 2006
Education
Moraine Valley Community College 2000 — 2004
Associate of Science, Accounting/Business
Bryan Ulmer's First Trust Portfolios Experience October 2010 - Present
Job Vice PresidentNorth Central Florida at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios October 2010 - Present
First Trust Portfolios May 2004 - October 2011
First Trust Portfolios L.P. May 2002 - May 2004
Skills
Series 63, Series 7, ETFs, Investment Strategies, Sales Force Development, Sales Management, Sales, Separately Managed..., Mutual Funds, Microsoft Excel, Series 6, Risk Management, Series 65
Education
Illinois State University 1998 — 2002
Finance
First Trust Portfolios October 2010 - Present
First Trust Portfolios May 2004 - October 2011
First Trust Portfolios L.P. May 2002 - May 2004
Skills
Series 63, Series 7, ETFs, Investment Strategies, Sales Force Development, Sales Management, Sales, Separately Managed..., Mutual Funds, Microsoft Excel, Series 6, Risk Management, Series 65
Education
Illinois State University 1998 — 2002
Finance
VENU MADHAV TAMMALI's First Trust Portfolios Experience May 2015 - Present
Job Business Unit Software Developer at First Trust
Industry Research
Experience
First Trust Portfolios May 2015 - Present
University of Illinois at Chicago January 2013 - May 2015
Argonne National Laboratory May 2014 - September 2014
Nationwide Insurance May 2012 - September 2012
Florida Blue May 2011 - September 2011
Education
University of Illinois at Chicago 2013 — 2015
Doctor of Philosophy (PhD), Computational and Applied Mathematics, G.P.A 4.0
New York University 2010 — 2012
Master of Science (M.S.), Computational and Applied Mathematics, G.P.A 3.8
First Trust Portfolios May 2015 - Present
University of Illinois at Chicago January 2013 - May 2015
Argonne National Laboratory May 2014 - September 2014
Nationwide Insurance May 2012 - September 2012
Florida Blue May 2011 - September 2011
Education
University of Illinois at Chicago 2013 — 2015
Doctor of Philosophy (PhD), Computational and Applied Mathematics, G.P.A 4.0
New York University 2010 — 2012
Master of Science (M.S.), Computational and Applied Mathematics, G.P.A 3.8
Michael Kordewick's First Trust Portfolios Experience January 2005 - February 2009
Job Manager Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Genworth Financial 2009 - September 2011
First Trust Portfolios January 2005 - February 2009
Wachovia, A Wells Fargo Company March 2004 - January 2005
Van Kampen 1999 - 2001
Skills
Series 63, Series 7, Series 6, Series 24, Series 65, Series 51
Education
Illinois State University 2001 — 2003
BS, Economics
Eastern Illinois University 1995 — 1997
Fidelity Investments July 2011 - Present
Genworth Financial 2009 - September 2011
First Trust Portfolios January 2005 - February 2009
Wachovia, A Wells Fargo Company March 2004 - January 2005
Van Kampen 1999 - 2001
Skills
Series 63, Series 7, Series 6, Series 24, Series 65, Series 51
Education
Illinois State University 2001 — 2003
BS, Economics
Eastern Illinois University 1995 — 1997
Irene Osowski's First Trust Portfolios Experience February 2004 - Present
Job Developer at First Trust Portfolios
Industry Information Technology and Services
Experience
First Trust Portfolios February 2004 - Present
Greenbrier & Russel 1996 - 2004
Education
DePaul University 1985 — 1989
BS, Computer Science
First Trust Portfolios February 2004 - Present
Greenbrier & Russel 1996 - 2004
Education
DePaul University 1985 — 1989
BS, Computer Science
Chuck Craig, CFA's First Trust Portfolios Experience September 1999 - May 2003
Job Managing Director, Equity ETF Portfolio Management at Charles Schwab
Industry Investment Management
Experience
Charles Schwab Investment Management, Inc. January 2012 - Present
Guggenheim Funds July 2003 - January 2012
First Trust Portfolios September 1999 - May 2003
PMA Financial June 1995 - September 1999
White House Communications Agency November 1988 - July 1994
Skills
Alternative Investments, Asset Allocation, Commodity, ETFs, Equities, Financial Markets, Investment Strategies, Investments, Portfolio Management, Unit Investment Trusts, Mutual Funds, Securities, Series 7, Series 63, Fixed Income
Education
Illinois Institute of Technology 1997 — 2003
M.S., Financial Markets and Trading
Northern Illinois University 1994 — 1996
B.S., Finance
Charles Schwab Investment Management, Inc. January 2012 - Present
Guggenheim Funds July 2003 - January 2012
First Trust Portfolios September 1999 - May 2003
PMA Financial June 1995 - September 1999
White House Communications Agency November 1988 - July 1994
Skills
Alternative Investments, Asset Allocation, Commodity, ETFs, Equities, Financial Markets, Investment Strategies, Investments, Portfolio Management, Unit Investment Trusts, Mutual Funds, Securities, Series 7, Series 63, Fixed Income
Education
Illinois Institute of Technology 1997 — 2003
M.S., Financial Markets and Trading
Northern Illinois University 1994 — 1996
B.S., Finance
Libby Dawson's First Trust Portfolios Experience May 2007 - December 2011
Job Private Client Services Associate at Quartz Financial
Industry Financial Services
Experience
Quartz Financial February 2012 - Present
First Trust Portfolios May 2007 - December 2011
Skills
Separately Managed..., Series 7, ETFs, Series 63, Unit Investment Trusts, Wealth Management, Closed-end Funds, 401k
Education
Ferris State University 2003 — 2007
B.S., Business Administration
Quartz Financial February 2012 - Present
First Trust Portfolios May 2007 - December 2011
Skills
Separately Managed..., Series 7, ETFs, Series 63, Unit Investment Trusts, Wealth Management, Closed-end Funds, 401k
Education
Ferris State University 2003 — 2007
B.S., Business Administration
Kristen Rolston's First Trust Portfolios Experience August 2010 - October 2011
Job Esthetician
Industry Health, Wellness and Fitness
Experience
Antoine du Chez May 2011 - Present
First Trust Portfolios August 2010 - October 2011
Icon Identity Solutions 2008 - July 2010
Sonnenschein Nath & Rosenthal LLP May 2004 - January 2006
Skills
Customer Service, Account Management, Project Management, Team Building, CRM, Skin Care, Skin Care Products, Skin, Sensitive Skin, Skin Resurfacing, Microdermabrasion, Microcurrent, Holistic Health, Anti-aging Products, Waxing, Brazilian Waxing, Lashes, Makeup Artistry, Building Relationships, Customer Retention, Trade Shows, Training, Customer Satisfaction, Process Scheduler, Contract Negotiation
Education
Aveda Institute-Chicago 2006 — 2007
Esthetics
Trinity International University 2000 — 2004
BA, International Business, Sales, Marketing
Antoine du Chez May 2011 - Present
First Trust Portfolios August 2010 - October 2011
Icon Identity Solutions 2008 - July 2010
Sonnenschein Nath & Rosenthal LLP May 2004 - January 2006
Skills
Customer Service, Account Management, Project Management, Team Building, CRM, Skin Care, Skin Care Products, Skin, Sensitive Skin, Skin Resurfacing, Microdermabrasion, Microcurrent, Holistic Health, Anti-aging Products, Waxing, Brazilian Waxing, Lashes, Makeup Artistry, Building Relationships, Customer Retention, Trade Shows, Training, Customer Satisfaction, Process Scheduler, Contract Negotiation
Education
Aveda Institute-Chicago 2006 — 2007
Esthetics
Trinity International University 2000 — 2004
BA, International Business, Sales, Marketing
Brock Ullrich's First Trust Portfolios Experience June 2010 - Present
Job Internal Wholesaler
Industry Financial Services
Experience
First Trust Portfolios June 2010 - Present
Medix Staffing Solutions October 2009 - May 2010
Orkelljunga Volleyboll Klubb October 2008 - May 2009
Education
Indiana University—Purdue University Fort Wayne 2004 — 2008
General Studies, Communication, Psychology, Organizational Leadership
First Trust Portfolios June 2010 - Present
Medix Staffing Solutions October 2009 - May 2010
Orkelljunga Volleyboll Klubb October 2008 - May 2009
Education
Indiana University—Purdue University Fort Wayne 2004 — 2008
General Studies, Communication, Psychology, Organizational Leadership
Keith Litavsky's First Trust Portfolios Experience November 1999 - Present
Job Outside Wholesaler at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios November 1999 - Present
Waste Management, Inc. October 1991 - September 1999
Skills
Series 7, Series 63, Securities, Insurance
Education
North Central College 1986 — 1991
BA, Business Management
First Trust Portfolios November 1999 - Present
Waste Management, Inc. October 1991 - September 1999
Skills
Series 7, Series 63, Securities, Insurance
Education
North Central College 1986 — 1991
BA, Business Management
Kerry MacLennan's First Trust Portfolios Experience Private Client Services AssistantJPMorgan ChaseJuly 1989 - February 2010
Job Executive Assistant at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios Private Client Services AssistantJPMorgan ChaseJuly 1989 - February 2010
Education
Indiana University Bloomington 1985 — 1989
BS, Public Financial Administration
First Trust Portfolios Private Client Services AssistantJPMorgan ChaseJuly 1989 - February 2010
Education
Indiana University Bloomington 1985 — 1989
BS, Public Financial Administration
Daren Davis's First Trust Portfolios Experience Senior Sales RepresentativeShell Oil Company1989 - 1999
Job Vice President at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios Senior Sales RepresentativeShell Oil Company1989 - 1999
Skills
Series 63, Series 7
Education
Brigham Young University 1985 — 1989
BS, International Marketing
First Trust Portfolios Senior Sales RepresentativeShell Oil Company1989 - 1999
Skills
Series 63, Series 7
Education
Brigham Young University 1985 — 1989
BS, International Marketing
Debbie Del Giudice's First Trust Portfolios Experience Accounting ManagerFirst Trust Advisors2012 - Present
Job Accounting Manager at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios Accounting ManagerFirst Trust Advisors2012 - Present
Glendale Nissan January 2000 - February 2006
Education
Loyola University Chicago 1970 — 1974
BBA, Accounting
First Trust Portfolios Accounting ManagerFirst Trust Advisors2012 - Present
Glendale Nissan January 2000 - February 2006
Education
Loyola University Chicago 1970 — 1974
BBA, Accounting
Vance Hicks's First Trust Portfolios Experience June 2006 - September 2010
Job Regional Vice President at BNY Mellon/Dreyfus
Industry Financial Services
Experience
Dreyfus Investments July 2014 - Present
AXA July 2013 - July 2014
Allianz Life June 2010 - July 2013
First Trust Portfolios June 2006 - September 2010
SunTrust Investment Services, Inc. December 2001 - June 2006
Skills
Mutual Funds, ETFs, Equities, Fixed Income, Asset Management, Portfolio Management, Wealth Management, Asset Allocation, Alternative Investments, Investment Strategies, Hedge Funds
Education
The George Washington University - School of Business 1988 — 1989
Bachelor of Business Administration (BBA), Accounting and Finance
University of Maryland College Park 1984 — 1988
Finance, General
Dreyfus Investments July 2014 - Present
AXA July 2013 - July 2014
Allianz Life June 2010 - July 2013
First Trust Portfolios June 2006 - September 2010
SunTrust Investment Services, Inc. December 2001 - June 2006
Skills
Mutual Funds, ETFs, Equities, Fixed Income, Asset Management, Portfolio Management, Wealth Management, Asset Allocation, Alternative Investments, Investment Strategies, Hedge Funds
Education
The George Washington University - School of Business 1988 — 1989
Bachelor of Business Administration (BBA), Accounting and Finance
University of Maryland College Park 1984 — 1988
Finance, General
David Kinsey's First Trust Portfolios Experience April 2013 - Present
Job National Accounts Portfolio Analyst at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios April 2013 - Present
Kinsey & Kinsey January 2012 - April 2013
Northwestern Mutual May 2010 - August 2010
Skills
Public Speaking, Economics, PowerPoint, Microsoft Excel, Microsoft Word, Karaoke, Project Management, Time Management, Data Analysis, Financial Analysis, Finance, Financial Modeling, Leadership
Education
DePauw University 2007 — 2011
Bachelor of Arts, Economics
First Trust Portfolios April 2013 - Present
Kinsey & Kinsey January 2012 - April 2013
Northwestern Mutual May 2010 - August 2010
Skills
Public Speaking, Economics, PowerPoint, Microsoft Excel, Microsoft Word, Karaoke, Project Management, Time Management, Data Analysis, Financial Analysis, Finance, Financial Modeling, Leadership
Education
DePauw University 2007 — 2011
Bachelor of Arts, Economics
Craig Koproski's First Trust Portfolios Experience September 2011 - Present
Job Wholesaler N. Florida, First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios September 2011 - Present
Legg Mason July 2008 - July 2011
Legg Mason 2005 - 2008
Smith barney 1998 - 2005
Skills
Series 7, Series 63, Separately Managed..., Retirement, SMA, Mutual Funds, ETFs, 401k, 529 Plans, Series 66, Equities, Wealth Management, Managed Accounts, Securities, Fixed Income, Asset Management
Education
Albertus Magnus College
First Trust Portfolios September 2011 - Present
Legg Mason July 2008 - July 2011
Legg Mason 2005 - 2008
Smith barney 1998 - 2005
Skills
Series 7, Series 63, Separately Managed..., Retirement, SMA, Mutual Funds, ETFs, 401k, 529 Plans, Series 66, Equities, Wealth Management, Managed Accounts, Securities, Fixed Income, Asset Management
Education
Albertus Magnus College
Leslie Murchie's First Trust Portfolios Experience October 2008 - Present
Job Fixed Income Sales at First Trust Portfolios
Industry Financial Services
Experience
Hit It!™ Fitness 2010 - Present
First Trust Portfolios October 2008 - Present
Outside Magazine October 2007 - April 2008
Education
University of Michigan 2003 — 2007
BA, Psychology
Hit It!™ Fitness 2010 - Present
First Trust Portfolios October 2008 - Present
Outside Magazine October 2007 - April 2008
Education
University of Michigan 2003 — 2007
BA, Psychology
Mike Dahlstrom's First Trust Portfolios Experience July 2011 - Present
Job Software Developer at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios July 2011 - Present
District 211 January 2011 - July 2011
Skills
SQL Server, SQL, Borland Delphi, Object Oriented Design, N-tier, GUI development, Pascal, Microsoft SQL Server
Education
Devry University Addison 2009 — 2011
CIS, Computer Information Systems
Harper College 2006 — 2010
Computer Information Systems
First Trust Portfolios July 2011 - Present
District 211 January 2011 - July 2011
Skills
SQL Server, SQL, Borland Delphi, Object Oriented Design, N-tier, GUI development, Pascal, Microsoft SQL Server
Education
Devry University Addison 2009 — 2011
CIS, Computer Information Systems
Harper College 2006 — 2010
Computer Information Systems
Mitchell Mohr's First Trust Portfolios Experience June 2001 - Present
Job Senior Compliance Officer at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios June 2001 - Present
Education
Loyola University of Chicago 1975 — 1979
BBA, Acounting
First Trust Portfolios June 2001 - Present
Education
Loyola University of Chicago 1975 — 1979
BBA, Acounting
Jeffrey Samuel Sr.'s First Trust Portfolios Experience August 1992 - Present
Job VP Trading/UIT Buying at First Trust Portfolios
Industry Investment Management
Experience
First Trust Portfolios August 1992 - Present
Education
North Central College 1984 — 1988
Bachelor's degree, Business Administration and Management, General
First Trust Portfolios August 1992 - Present
Education
North Central College 1984 — 1988
Bachelor's degree, Business Administration and Management, General