Griffin, Kubik, Stephens & Thompson
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Griffin, Kubik, Stephens & Thompson Employees
Northland Securities March 2012 - Present
BMO Capital Markets GKST June 2008 - February 2012
Griffin, Kubik, Stephens & Thompson 1980 - 2008
Skills
Institutional Sales, Capital Markets, Portfolio Management, Sales Management, Finance, Bonds, Leadership, Team Building
Education
Northern Illinois University 1967 — 1970
Bachelor of Science (BS), Marketing
Ziegler September 2014 - Present
Ziegler April 2013 - September 2014
Tribune Broadcasting March 2012 - April 2013
Tribune Broadcasting January 2011 - March 2012
Tribune Broadcasting March 2010 - January 2011
Caffeine Communications September 2009 - November 2009
AKA MEDIA INC. May 2007 - January 2009
Griffin, Kubik, Stephens & Thompson May 2006 - January 2007
Skills
Social Media, Marketing, Marketing Strategy, Corporate Branding, Editing, Graphic Design, Illustrator, InDesign, Photoshop, Public Relations, Press Releases, Social Media Marketing, Marketing Communications
Education
Harrington College of Design 2012 — 2015
Master of Arts (MA), Communication Design
Marquette University 2005 — 2009
Bachelor of Arts, Public Relations, Advertising, Marketing
Mother McAuley High School 2001 — 2005
The Anixter Center May 2013 - Present
Stern Brothers September 2011 - March 2014
AIME January 2010 - January 2014
Grigsby & Associates February 2010 - June 2011
AIME December 2006 - February 2010
Piper Jaffray 2003 - 2008
Women in Public Finance October 2004 - October 2007
Griffin, Kubik, Stephens & Thompson January 2000 - January 2003
A.G. Edwards January 1998 - January 2000
A.G. Edwards January 1992 - January 1998
Skills
Finance, Project Management, Strategic Planning, Investments, Financial Analysis, Management, Financial Statement..., Renewable Energy, Start-ups, Credit Management, Equities, Investment Banking, Due Diligence, Business Planning, Banking, Leadership, Mergers & Acquisitions, Structured Finance, Securities, Marketing, Credit, Portfolio Management, Analysis, Tax Equity, Sales, Business Development, Direct Sales, Mentoring, Professional Mentoring, Team Mentoring
Education
Saint Louis University 1995 — 1997
Master of Business Administration, Marketing
Tulane University 1986 — 1990
Bachelor of Science; A. B. Freeman School, Management - Finance; Business
Mary Institute 1982 — 1986
High School Diploma
Charles Schwab January 2012 - Present
Morgan Stanley 2009 - 2011
Harris Private Bank 2003 - 2009
Northern Trust Bank - Phoenix 2000 - 2003
William Blair & Co., LLC 1999 - 2000
Griffin, Kubik, Stephens & Thompson 1983 - 1999
Education
Arizona State University – School of Global Managment & Leadership 2007 — 2009
Master of Science, Applied Leadership and Management
College for Financial Planning 2002 — 2003
Master of Science, Financial Planning and Services
Biola University 1979 — 1983
Bachelor of Science, Business Administration
EmPowerHR November 2014 - Present
EmPowerHR, a Laurus Strategies Company March 2014 - November 2014
Tandem HR January 2014 - March 2014
McDonald's Corporation June 2011 - November 2013
Masuda Funai May 2000 - April 2011
DePaul University College of Computing and Digital Media March 2009 - December 2009
Griffin, Kubik, Stephens & Thompson April 1998 - April 2000
Viaticus 1997 - 1998
Skills
Microsoft Office, Performance Management, Employee Relations, HRIS, FMLA, Deferred Compensation, Management, Succession Planning, Personnel Management, Applicant Tracking..., Employee Benefits, Talent Acquisition, Human Resources, Employment Law, Strategy, Staff Development, Leadership, Recruiting, Customer Service, Interviews, Temporary Placement, Organizational..., Labor Relations, Onboarding, Talent Management, Workforce Planning, Employee Engagement, New Hire Orientations, College Recruiting, Payroll, Benefits Administration, Organizational..., Employee Training, Employer Branding, HR Policies
Education
Society for Human Resource Professionals (SHRM) 2015 — 2015
SHRM-CP, Certified Professional, Human Resources
University of Phoenix - School of Advanced Studies 2009 — 2015
Doctoral Candidate for Doctorate in Business Administration (ABD status), Dissertation work in Building an IT Leadership Pipeline, 3.96/4.0
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1999
MBA, International Business
Elmhurst College
BS, Marketing
HR Certification Institute (HRCI)
PHR, Professional in Human Resources
Northern Trust Wealth Management April 2011 - Present
Northern Trust June 2010 - March 2011
Charles Schwab August 2009 - June 2010
Wells Fargo Advisors June 2007 - April 2009
Griffin, Kubik, Stephens & Thompson May 2006 - September 2006
Aspen Marketing Services May 2005 - September 2005
Rich Harvest Farms May 1998 - August 2004
Skills
Series 7, Financial Analysis, Retirement Planning, Mutual Funds, Investments, Asset Managment, Fixed Income, Asset Allocation, Investment Management, Equities, Securities, Financial Advisory, ThomsonOne, Morningstar, Interpersonal..., series 66, Uniform Combined State...
Education
Quinlan School of Business, Loyola University Chicago 2012 — 2015
Master of Business Administration (M.B.A.), Economics
Marquette University 2003 — 2007
Bachelor of Science Degree, Business Administration; Finance & Marketing
Marmion Academy 1999 — 2003
High school diploma
BMO Capital Markets June 2009 - June 2012
BMO Capital Markets December 2008 - January 2009
Beloit College August 2006 - December 2008
Griffin, Kubik, Stephens & Thompson May 2008 - August 2008
Ashoka November 2007 - December 2007
Griffin, Kubik, Stephens & Thompson May 2007 - August 2007
Beloit College August 2006 - May 2007
Beloit College August 2005 - May 2007
Skills
Research, Social Media, Microsoft Office, Public Speaking, Editing, Event Planning
Education
Beloit College 2005 — 2009
B.A., International Relations- Economic Development
The Mission Collective September 2014 - Present
Anglican Mission in the Americas January 2012 - September 2014
St. Paul's Theological Centre / St. Mellitus College August 2011 - July 2013
Greenwich Center for Hope and Renewal January 2006 - December 2011
Alliance Theological Seminary January 2010 - May 2011
Shining Rock Counseling Center January 2005 - April 2007
Griffin, Kubik, Stephens & Thompson February 1999 - May 2000
Skills
Leadership Development, Preaching, Non-profits, Psychotherapy, Pastoral Care, Missions, Theology, Public Speaking, Volunteer Management, Strategic Planning, Nonprofits, Spiritual Direction, Community Development, Community Organizing, Leadership, Program Development, Strategic Partnerships, Church Events, Evangelism, Training, Strategy, Non-profit..., Organizational..., Conflict Resolution, Volunteer Recruiting
Education
Reformed Theological Seminary 2001 — 2007
Master of Divinity, Master of Arts in Counseling
Wheaton College 1995 — 1999
Bachelor of Arts, Business & Economics
The McCallie School 1989 — 1995
Independent Contractor April 2012 - Present
Actor's Theatre January 2012 - Present
York Management April 2012 - May 2013
Ernst & Young July 2007 - March 2010
Ernst & Young July 2002 - June 2007
Griffin, Kubik, Stephens & Thompson September 2000 - July 2002
Howard Miller February 2000 - September 2000
Self employed - Human Resource Consultant March 1998 - December 1999
Skills
Event Management, Event Planning, Microsoft Office, Fundraising, Team Building, Microsoft Word, Microsoft Excel, Corporate Events, Lotus Notes, Training, Facebook, Organizational..., Customer Service, Public Relations, Budgets, Administrative..., Internal Communications, Marketing Communications, Project Management, Social Media, Marketing, Nonprofits, Leadership, Market Research, Social Media Marketing, Leadership Development, Social Networking, Strategic Planning, Hospitality, Sales, Strategic Communications, Newsletters, Human Resources, Employee Benefits, Meeting Planning, Copywriting, Creative Writing, Performance Management, PeopleSoft, Outlook, Team Leadership, Organizational..., Advertising, Management
Education
Michigan State University
Bachelor of Arts (BA), Sociology and Human Resources
Northwestern Michigan College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
JP Morgan Chase August 2010 - Present
JPMorgan Chase May 2008 - August 2010
Commerce Bank September 2005 - May 2008
JPMorgan Chase May 1998 - September 2005
PricewaterhouseCoopers October 1997 - May 1998
Near North Insurance Brokerage May 1997 - October 1997
Griffin, Kubik, Stephens & Thompson May 1996 - January 1997
Skills
Payments, Relationship Management, Credit Cards, Capital Markets, Selling, Program Management, Risk Management, Business Analysis, Sales
Education
University of Illinois at Chicago
Bachelor of Science Degree, Finance
Design Imports March 2013 - Present
zulily November 2011 - January 2013
Design Imports 2005 - 2009
Griffin, Kubik, Stephens & Thompson May 2005 - September 2005
Skills
International Project..., Adobe Creative Suite..., Packaging Design, Graphic Design, Social Media, Financial Modeling, Supplier Negotiations, Microsoft Office, Packaging, Cross-functional Team..., Product Marketing, Supplier Negotiation, Marketing, Fashion, Merchandising, Competitive Analysis, Marketing Strategy, Strategy, Business Strategy, Strategic Planning, Product Development
Education
Columbia University - Columbia Business School 2010 — 2011
MBA, Marketing, Management
Wheaton College 2001 — 2006
BA, Business/Economics
William Blair & Company December 2011 - Present
Williams Lea December 2008 - September 2011
UBS Investment Bank September 2004 - December 2008
Griffin, Kubik, Stephens & Thompson June 2004 - August 2004
KPMG 2003 - June 2004
Deutsche Bank 2000 - 2003
Skills
PowerPoint, Word, Excel, Graphic Design, Photography, Therapeutic Massage, Resume Writing, Fine Art, Conservation Framing, Marketing, Photoshop, Customer Service, Microsoft Excel, Microsoft Word, Finance, Blogging, Social Networking, Social Media, Editing, Event Planning, Web Design, Adobe Creative Suite, Public Speaking, Advertising
Education
Soma Institute-The National School of Clinical Massage Therapy 2009 — 2011
Clinical Massage Therapy
Alfred University 1993 — 1997
Bachelor of Fine Arts, Photography, Ceramics
Bank Insurance and Securities Association July 2014 - Present
Arroweye Solutions February 2013 - June 2014
BAI 2003 - February 2013
Avatar Ltd. 2000 - 2002
Checkfree Corp 1999 - 2000
Intelidata Technologies 1996 - 1998
QMS, Inc 1995 - 1997
Griffin, Kubik, Stephens & Thompson 1994 - 1995
Calcomp Corp. 1989 - 1994
Xerox Corporation 1985 - 1989
Skills
Business Development, Contract Negotiation, Leadership, Financial Services, CRM, Selling, Market Penetration, Lead Generation, SaaS, Sales Management, Salesforce.com, Relationship Management, Management, Marketing Strategy, Account Management, Sales, Marketing, Sales Operations, E-commerce, Market Research, Sales Process, Entrepreneurship, Team Building, Forecasting
Education
University of Illinois at Urbana-Champaign - College of Business 1983 — 1985
MBA, Marketing
University of Notre Dame - Mendoza College of Business 1979 — 1983
BBA, Business Marketing
United Airlines 2005 - July 2012
NatCity Investments November 2002 - May 2005
Griffin, Kubik, Stephens & Thompson 2001 - 2004
Jareo-Jareo Marketing and Communications 1999 - 2001
Town and Country Distributors 1990 - 1998
Skills
Strategy, Marketing Strategy, Management
Education
Loyola University of Chicago - Graduate School of Business 1999 — 2001
MBA, Marketing, Management
University of Illinois at Urbana-Champaign 1986 — 1990
BA, History
Geneva High School
Socratic Holding LLC April 2007 - Present
Popular Securities/Banco Popular 2006 - 2007
Griffin, Kubik, Stephens & Thompson 2001 - 2006
Ameritech 1997 - 2001
Pitney Bowes 1994 - 1995
Skills
Business Strategy
Education
The University of Akron 1995 — 1997
Masters of Business Administration
Ohio University 1984 — 1989
Bachelor of Arts, Sociology
Broadwing Advisors, LLC February 2013 - Present
Siegel-Gallagher Companies July 2001 - January 2013
GVA Williams August 1997 - July 2001
Mesirow Financial June 1992 - July 1997
Griffin, Kubik, Stephens & Thompson January 1988 - July 1992
Skills
Contract Negotiation, Real Estate, Investment Properties, Valuation, Investments, Lease Negotiations, Leases, Disposition, Commercial Real Estate, Real Estate Development, Real Estate Transactions, Brokerage, Tenant Representation, Corporate Real Estate, Location Intelligence, Property Management, Tenant, Landlords, Asset Management, Real Estate Economics, Real Estate Financing, Due Diligence, Apartments, Property
Education
University of Wisconsin-Madison - School of Business 2003 — 2005
MBA, General Business
Allegheny College 1983 — 1987
MS, Economics
University School of Milwaukee 1979 — 1983
US Bank November 2006 - Present
First Trust Advisors 2005 - 2006
Claymore Securities 2005 - 2005
Griffin, Kubik, Stephens & Thompson 2004 - 2005
House Ways and Means Committee 2002 - 2004
Education
University of Cincinnati 2001 — 2002
M.B.A., Finance
University of Cincinnati 1996 — 2001
B.S., Mechanical Engineering
Linville Grips December 2012 - Present
Bottle Rocket Solutions February 2012 - Present
Focus Tank, LLC March 2007 - December 2011
Kernel Kustard March 2007 - December 2011
Brew Nerds March 2007 - December 2011
TrackStar Recordworks March 2005 - September 2007
Krispy Kreme February 2001 - March 2006
Digital Java, Inc. September 1996 - February 2001
Griffin, Kubik, Stephens & Thompson July 1993 - May 1996
Skills
Concept Development, Retail, Product Development, Executive Management, New Business Development, Marketing Strategy, Business Strategy, Brand Development, Strategic Planning, Income Statement, IT Management, IT Strategy, Sales, Contract Negotiation, Market Planning, Start-ups, Customer Service, Marketing, Social Media Marketing, Entrepreneurship, Project Management, Advertising, Marketing Communications, Change Management, Cross-functional Team..., Team Building, Forecasting, Market Research, Event Planning, Sales Management, Food Service, Team Leadership, Business Development, Business Planning, Management, Social Media, Competitive Analysis, Strategy, Mergers, Budgets, Food & Beverage, Operations Management, Marketing Management, P&L Management, Strategic Partnerships, Franchising, Leadership, Mergers & Acquisitions, Training, Franchise Consulting
Education
Taylor University 1989 — 1993
BA, Business Administration
Delta Air Lines February 2009 - Present
McColl Partners June 2008 - August 2008
WH Capital, LLC May 2004 - June 2007
Arayoz, Inc. October 2003 - May 2004
Griffin, Kubik, Stephens & Thompson June 2000 - August 2000
Skills
Financial Modeling, Valuation, Forecasting, Investments, PowerPoint, Financial Analysis, Microsoft Excel, Competitive Analysis, DCF, Essbase, SAP, Hyperion Enterprise, Microsoft Word, Business Analysis, Strategy, Mergers & Acquisitions, Excel, Budgeting, Project Finance, Word, LBO, Mergers
Education
Emory University - Goizueta Business School 2007 — 2009
MBA, Finance, Leadership
Emory University 1998 — 2002
BA, Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
Economics
Credit Suisse private bank April 2011 - Present
J.P. Morgan March 2008 - April 2011
Bear Stearns July 1993 - March 2008
Griffin, Kubik, Stephens & Thompson May 1988 - July 1993
Skills
Fixed Income, Investment Banking, Strategic Planning
Education
Babson College 1982 — 1986
Bachelor of science, finance and investments
Peoples Bank June 2011 - Present
Peoples Bank December 2007 - Present
Griffin, Kubik, Stephens & Thompson September 2006 - December 2006
Skills
Mortgage Lending, Loans, Underwriting, Portfolio Management, Financial Analysis, Loan Origination, Real Estate, Credit Analysis, Residential Homes, Refinance, Commercial Lending, Commercial Banking
Education
Northwestern College 2003 — 2007
Bachelor of Arts, Finance
First Trust Advisors L.P. January 2006 - Present
Griffin, Kubik, Stephens & Thompson 1992 - 2005
US Congress 1995 - 1996
Chicago Corporation 1990 - 1992
Harris Bank 1982 - 1990
Skills
Economics, Asset Allocation, Fixed Income, Investments, Equities, Asset Management, Alternative Investments, Investment Strategies, Portfolio Management, Mutual Funds, Hedge Funds, Financial Markets, Bloomberg, Bonds, Capital Markets
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Finance and Org Behavior
The University of Montana 1978 — 1982
B.A., Economics
KeyBanc Capital Markets August 2013 - Present
BMO Capital Markets (formerly Griffin, Kubik, Stephens & Thompson) 1994 - August 2013
Griffin, Kubik, Stephens & Thompson April 1994 - June 2008
Skills
Fixed Income, Bloomberg, Bonds, Capital Markets, Fixed Income Trading, Bloomberg Terminal, Trading Systems, Credit Analysis, Electronic Trading, Financial Markets, Trading, Series 7, Series 63, Investment Banking, Equities, Derivatives, Securities, Portfolio Management, Alternative Investments, Structured Finance
Education
Eastern Illinois University 1991 — 1994
B.S., Finance
Public Strategies April 2014 - Present
Public Strategies June 2011 - April 2014
Communities in Schools of Aurora August 2010 - May 2011
Outreach Community Ministries July 2007 - August 2010
Outreach Community Ministries August 2009 - May 2010
Griffin, Kubik, Stephens & Thompson May 2006 - August 2006
Skills
Community Outreach, Community Engagement, School Social Work, Family Therapy, Child Therapy, Group Therapy, Community Organizing, Case Managment, Program Development, Fundraising, Strategic Planning, Clinical Supervision, Team Building
Education
University of Illinois at Chicago 2009 — 2011
Masters, Social Work (Community Health and Urban Development)
Judson University 2003 — 2007
Bachelor of Arts, Communications
Piper Jaffray & Co. November 2001 - Present
Griffin, Kubik, Stephens & Thompson June 1999 - November 2001
Education
The University of Chicago 1997 — 1999
Master of Public Policy
The George Washington University 1991 — 1995
Carnick & Kubik October 2011 - Present
Bank of Oklahoma/ Colorado State Bank & Trust March 2009 - September 2011
Alliance Bernstein July 2007 - November 2008
Griffin, Kubik, Stephens & Thompson June 2001 - July 2007
Education
Southern Methodist University 1996 — 2000
BBA, Finance
BMO Capital Markets May 2008 - Present
Griffin, Kubik, Stephens & Thompson June 1992 - April 2008
Van Kampen Investments February 1985 - June 1992
Van Kampen Funds 1985 - 1992
Education
Northern Illinois University
M.S.
Northern Illinois University
B.S., Social Science Education
Scandia Management LLC June 2012 - Present
Performance Trust Capital Partners January 2005 - May 2012
Griffin, Kubik, Stephens & Thompson June 1993 - December 2004
Combus, Inc. June 1984 - May 1993
Skills
Team Leadership, Leadership Development, Turn Around Management, Sales Management, Marketing Strategy, Capital Markets, Board of Director..., Business Development, Entrepreneurship, Governance, Leadership, New Business Development, Non-profits, Sales, Strategy, Management, Operations Management
Education
Quinlan School of Business, Loyola University Chicago 1998 — 2000
MBA, Management and Finance
Wheaton College 1980 — 1984
B.A., Economics
Goldman Sachs 2010 - Present
Goldman Sachs 2009 - 2010
Bernstein Global Wealth Management 2006 - 2009
Bernstein Global Wealth Management 2002 - 2006
Bernstein Global Wealth Management 2000 - 2002
Griffin, Kubik, Stephens & Thompson 1996 - 1999
Skills
Series 7, FINRA, Series 63, Asset Allocation, Wealth Management, Asset Managment, Equities, Portfolio Management, Alternative Investments, Investments, Securities, Fixed Income, Asset Management, Finance, Hedge Funds
Education
Taylor University 1996 — 2000
BS, Business Systems
Taylor University 1996 — 2000
Bachelor of Science (BS), Business Systems
BMO Capital Markets June 2008 - Present
Griffin, Kubik, Stephens & Thompson June 1994 - June 2008
Education
Marquette University 1971 — 1975
B.A., Journalism, Business
Etsy April 2015 - Present
Joele Frank February 2012 - April 2015
Joele Frank, Wilkinson Brimmer Katcher February 2012 - January 2013
PURE Communications 2008 - February 2012
EVC Group, Inc. 2003 - 2008
Credit Suisse First Boston 2002 - 2003
Stapleton Communications 2000 - 2002
Merrill Lynch 1997 - 2000
Griffin, Kubik, Stephens & Thompson 1995 - 1997
Skills
Wall Street, Investor Relations, Corporate Communications, Mergers, Marketing, Crisis Communications, Hedge Funds, Investments, Strategy, Media Relations, Investment Banking, SEC filings, Thought Leadership, Strategic Communications, Mergers & Acquisitions, Reputation Management, Positioning, Corporate Social..., Press Releases, Internal Communications, Message Development, Finance, Analyst Relations, Spokesperson, IPO
Education
Smith College
Fixed Income Capital Partners LLC August 2009 - Present
Goldman Sachs & Co May 1999 - August 2009
Investment Company Institute (ICI) 1992 - 2009
Northern Trust December 1992 - May 1999
Goldman Sachs December 1991 - December 1992
The Pilgrim Group now part of ING June 1989 - July 1991
Griffin, Kubik, Stephens & Thompson April 1987 - January 1989
The Illinois Company 1989 - 1989
The Illinois Company March 1984 - April 1987
North Bank 1984 - 1985
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Securities, Series 7, Asset Management, Mutual Funds, Investments, Capital Markets, Series 63, Derivatives, Portfolio Management, Financial Services, FINRA
Education
Marquette University 1979 — 1983
B.S. Bus Ad, Finance
Wheaton Central H.S.
Fidelity Capital Markets September 1994 - Present
Kemper Securities September 1990 - September 1994
Griffin, Kubik, Stephens & Thompson May 1987 - September 1990
Skills
Equities, Hedge Funds, Trading, Investments, Trading Systems, Derivatives, Electronic Trading, Securities, Bloomberg
Education
National-Louis University 1980 — 1982
Master's degree, Education/Teaching of the Gifted and Talented
Northern Illinois University 1970 — 1973
Bachelor of Science (B.S.), Special Education and Teaching
Eastern Suffolk BOCES February 2012 - Present
Springwater Farm January 2003 - Present
Advest, Inc April 2004 - December 2004
First Empire Securities, Inc February 2003 - April 2004
Morgan Stanley May 2001 - December 2002
MUNICIPALTRADE.com, Inc March 2000 - March 2001
Mesirow Financial March 1993 - March 2000
The Chicago Corporation September 1991 - March 1993
Griffin, Kubik, Stephens & Thompson June 1989 - September 1991
Skills
Marketing Strategy, Business Strategy, Small Business, New Business Development, Entrepreneurship, Agriculture
Education
Dowling College 2005 — 2007
Master's Degree, Adolescent Education
Lake Forest College 1987 — 1989
Bachelor's Degree, Business Administration and Management, General
Butte College 1982 — 1983
Associate's Degree, Automotive Technology
BMO Capital Markets July 1991 - Present
Griffin, Kubik, Stephens & Thompson July 1991 - July 2008
VMS Realty Partners February 1986 - March 1989
Smith Barney November 1981 - February 1986
Skills
Investor Relations, Sales, Fixed Income, Capital Markets, Bloomberg, Series 7, Securities, Trading
Education
College of DuPage 1972 — 1974
Business Administration
BMO Capital Markets July 2008 - Present
Griffin, Kubik, Stephens & Thompson May 1996 - June 2008
Prudential Securities January 1991 - April 1996
Skills
Capital Markets, Bonds, Fixed Income, Investment Banking, Financial Modeling, Financial Analysis, Interest Rate..., Structured Finance, Securities, Investments, Loans, Portfolio Management, Public Finance, Equities, Derivatives, Private Equity, Due Diligence, Hedge Funds, Bloomberg, Private Placements, Financial Structuring, IPO
Education
Wharton Business School 1986 — 1988
Master of Business Administration (MBA), Finance
Princeton University 1982 — 1984
Master of Science (MS), Engineering, Energy and Environment
Brown University 1978 — 1982
Bachelor of Arts (B.A.), Computer Science
Federal Reserve Bank of Chicago February 2014 - Present
Federal Reserve Bank of Chicago March 2013 - February 2014
Federal Reserve Bank of Chicago May 2010 - March 2013
First National Investment Banking June 2008 - May 2010
Piper Jaffray November 2001 - June 2008
Griffin, Kubik, Stephens & Thompson June 1998 - November 2001
Skills
Fixed Income, Investments, Financial Analysis, Bonds, Credit Analysis, Capital Markets, Loans, Credit, Banking, Bloomberg, Financial Modeling, Finance
Education
The University of Chicago 1997 — 1999
MPP, Public Policy
The George Washington University 1991 — 1995
BA
Huntington National Bank October 2011 - Present
Huntington National Bank February 2010 - October 2011
Comerica Bank May 2005 - February 2010
Griffin, Kubik, Stephens & Thompson January 2004 - May 2005
Morgan Stanley Smith Barney October 2000 - July 2003
Skills
Financial Analysis, Banking, Commercial Lending, Loans, Commercial Banking, Credit Analysis, Financial Modeling, Finance, Credit Risk, Underwriting, Mergers, Due Diligence, Middle Market, Portfolio Management
Education
University of Illinois at Chicago 2003 — 2004
MBA, Finance & Accounting
University of Michigan 1993 — 1997
BA in Secondary Education, History & Social Sciences
Longhouse Capital Advisors, LLC January 2011 - Present
BMO Capital Markets April 2008 - January 2011
Griffin, Kubik, Stephens & Thompson December 1996 - April 2008
Skills
Non-profits, Bonds, Investment Banking, Finance
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance, Non-Profit Management
Princeton University , Woodrow Wilson School 1982 — 1984
MPA-URP, Public Policy and Urban and Regional Planning
The University of Chicago 1978 — 1982
A.B., Public Policy
Walgreens May 2006 - Present
Podolsky Northstar Realty Partners 2005 - 2006
Wells Fargo Home Mortgage 2003 - 2005
Griffin, Kubik, Stephens & Thompson 2001 - 2003
Chicago Merchantile Exchange 1993 - 2000
Skills
Customer Service, Merchandising, Retail, Time Management, Microsoft Excel, Customer Satisfaction, Inventory Management, Sales, Microsoft Word, Customer Sa, Microsoft Office
Education
Illinois State University