Harbor Capital Advisors
Industry: Capital market company
DescriptionFounded: 1983 Parent organization: Robeco Subsidiary: Harbor Funds Distributors, Inc
Harbor Capital Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Harbor Capital Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Harbor Capital Advisors Employees
Employee
Years
Job
Industry
Shreenivasa Rao Shreenivasa Rao's Harbor Capital Advisors Experience August 2007 - Present
Job Sr. Informatica Administrator at Harbor Capital Advisors
Industry Financial Services
Experience
Harbor Capital Advisors August 2007 - Present
Riverside Publishing August 2006 - August 2007
University of Illinois at Chicago February 2006 - August 2006
Temple Inland April 2005 - February 2006
Skills
Informatica, SDLC, Oracle, Database Design, ETL, Data Warehousing, Business Objects, Microsoft SQL Server, PL/SQL, .NET, ODS, Teradata, Data Integration, Requirements Gathering, Data Modeling, Database Administration, Unix, Data Warehouse...
Education
Bangalore University 1981 — 1984
Bachelor of Science (B.Sc.)
Harbor Capital Advisors August 2007 - Present
Riverside Publishing August 2006 - August 2007
University of Illinois at Chicago February 2006 - August 2006
Temple Inland April 2005 - February 2006
Skills
Informatica, SDLC, Oracle, Database Design, ETL, Data Warehousing, Business Objects, Microsoft SQL Server, PL/SQL, .NET, ODS, Teradata, Data Integration, Requirements Gathering, Data Modeling, Database Administration, Unix, Data Warehouse...
Education
Bangalore University 1981 — 1984
Bachelor of Science (B.Sc.)
Glenn McBride Glenn McBride's Harbor Capital Advisors Experience June 2011 - November 2011
Job Senior Technology Project Manager at Harbor Capital Advisors, Inc.
Industry Financial Services
Experience
Harbor Capital Advisors, Inc. January 2015 - Present
Harbor Capital Advisors, Inc. April 2014 - January 2015
Harbor Services Group March 2013 - April 2014
Harbor Services Group December 2011 - February 2013
Harbor Capital Advisors June 2011 - November 2011
Harbor Capital Advisors September 2010 - May 2011
Edward Jones September 2009 - March 2010
Ameriprise Financial January 2005 - September 2009
Skills
SharePoint, Project Management, Access, Microsoft Office, Mutual Funds, Microsoft Excel, Financial Analysis, PowerPoint, Outlook, MS Project, Microsoft Project, Microsoft Sharepoint, TA2000, Writing Skills, Series 6, LexisNexis, State Street Cash..., AWD, Encorr, Excel, Word
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Bowling Green State University 2005 — 2009
Bachelor of Science, Finance and Accounting
Harbor Capital Advisors, Inc. January 2015 - Present
Harbor Capital Advisors, Inc. April 2014 - January 2015
Harbor Services Group March 2013 - April 2014
Harbor Services Group December 2011 - February 2013
Harbor Capital Advisors June 2011 - November 2011
Harbor Capital Advisors September 2010 - May 2011
Edward Jones September 2009 - March 2010
Ameriprise Financial January 2005 - September 2009
Skills
SharePoint, Project Management, Access, Microsoft Office, Mutual Funds, Microsoft Excel, Financial Analysis, PowerPoint, Outlook, MS Project, Microsoft Project, Microsoft Sharepoint, TA2000, Writing Skills, Series 6, LexisNexis, State Street Cash..., AWD, Encorr, Excel, Word
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Bowling Green State University 2005 — 2009
Bachelor of Science, Finance and Accounting
Jasmyne Gorrell Jasmyne Gorrell's Harbor Capital Advisors Experience May 2013 - December 2014
Job Tax and Reconciliation at Harbor Capital Advisors, Inc.
Industry Financial Services
Experience
Harbor Capital Advisors, Inc. January 2015 - Present
Harbor Capital Advisors May 2013 - December 2014
Harbor Capital Advisors December 2012 - May 2013
Loyola University Chicago October 2008 - May 2012
Macy’s May 2010 - February 2011
Jewel-Osco November 2007 - August 2008
Education
Loyola University of Chicago 2008 — 2012
B.B.A, Finance, Economics
Bloom High School 2004 — 2008
Harbor Capital Advisors, Inc. January 2015 - Present
Harbor Capital Advisors May 2013 - December 2014
Harbor Capital Advisors December 2012 - May 2013
Loyola University Chicago October 2008 - May 2012
Macy’s May 2010 - February 2011
Jewel-Osco November 2007 - August 2008
Education
Loyola University of Chicago 2008 — 2012
B.B.A, Finance, Economics
Bloom High School 2004 — 2008
Robert Atwell, CIMA® Robert Atwell, CIMA®'s Harbor Capital Advisors Experience October 2003 - Present
Job Senior Vice President
Industry Financial Services
Experience
Harbor Capital Advisors October 2003 - Present
Harbor Funds Distributors, Inc. October 2003 - Present
Berger Financial Group LLC 1998 - 2002
Founders Asset Management 1994 - 1998
Skills
New Business Development, Asset Managment, Sales, Sales Management, Investments, Portfolio Management, Separate Accounts, Separately Managed..., Institutional Investors, Certified Investment..., Institutional..., Institutional Business..., Investment Management..., Investment Strategies, Asset Management, Asset Allocation, Equities
Education
University of Pennsylvania - The Wharton School 2012 — 2012
IMCA Certified Investment Management Analyst Program
University of Pennsylvania - The Wharton School 1999 — 1999
AIMSE: Marketing & Investment Management Program
University of Arizona 1988 — 1991
BSBA, General Business
Harbor Capital Advisors October 2003 - Present
Harbor Funds Distributors, Inc. October 2003 - Present
Berger Financial Group LLC 1998 - 2002
Founders Asset Management 1994 - 1998
Skills
New Business Development, Asset Managment, Sales, Sales Management, Investments, Portfolio Management, Separate Accounts, Separately Managed..., Institutional Investors, Certified Investment..., Institutional..., Institutional Business..., Investment Management..., Investment Strategies, Asset Management, Asset Allocation, Equities
Education
University of Pennsylvania - The Wharton School 2012 — 2012
IMCA Certified Investment Management Analyst Program
University of Pennsylvania - The Wharton School 1999 — 1999
AIMSE: Marketing & Investment Management Program
University of Arizona 1988 — 1991
BSBA, General Business
Kristen Zachrich Kristen Zachrich's Harbor Capital Advisors Experience September 2005 - July 2010
Job Analyst, Population Health at ProMedica
Industry Hospital & Health Care
Experience
ProMedica June 2014 - Present
Toledo Lucas County Homelessness Board November 2013 - June 2014
Toledo Lucas County Homelessness Board March 2013 - October 2013
Assetware Inc November 2012 - March 2013
InfoStream Solutions January 2013 - 2013
Ruralogic, Inc. April 2011 - November 2012
Harbor Capital Advisors September 2005 - July 2010
Harbor Capital Advisors January 2005 - April 2005
Smith Barney September 2004 - December 2004
Skills
Microsoft Office, Access, Microsoft Excel, Visio, Crystal Reports, Visual Studio, Business Objects, Management, Sage, HTML, Software Documentation, JavaScript, SQL, WordPress, PSD to Wordpress, Opencart, SAP Business Objects, Microsoft Visio, Trillium, Websense, Thomson Vestek FREND, FactSet Portfolio..., Zephyr Style Advisor, Pragmatech - Proposal..., SalesLogix CRM, BaseCamp, QlikView, SharePoint, Business Analysis, Basecamp, Databases, Analysis
Education
Northwest State Community College 2010 — 2011
Database Programming Certificate
Bowling Green State University 2002 — 2005
BS in Business Administration, Finance
Ayersville High School
ProMedica June 2014 - Present
Toledo Lucas County Homelessness Board November 2013 - June 2014
Toledo Lucas County Homelessness Board March 2013 - October 2013
Assetware Inc November 2012 - March 2013
InfoStream Solutions January 2013 - 2013
Ruralogic, Inc. April 2011 - November 2012
Harbor Capital Advisors September 2005 - July 2010
Harbor Capital Advisors January 2005 - April 2005
Smith Barney September 2004 - December 2004
Skills
Microsoft Office, Access, Microsoft Excel, Visio, Crystal Reports, Visual Studio, Business Objects, Management, Sage, HTML, Software Documentation, JavaScript, SQL, WordPress, PSD to Wordpress, Opencart, SAP Business Objects, Microsoft Visio, Trillium, Websense, Thomson Vestek FREND, FactSet Portfolio..., Zephyr Style Advisor, Pragmatech - Proposal..., SalesLogix CRM, BaseCamp, QlikView, SharePoint, Business Analysis, Basecamp, Databases, Analysis
Education
Northwest State Community College 2010 — 2011
Database Programming Certificate
Bowling Green State University 2002 — 2005
BS in Business Administration, Finance
Ayersville High School
Dan Doan Dan Doan's Harbor Capital Advisors Experience July 2007 - December 2013
Job x
Industry Financial Services
Experience
Harbor Capital Advisors July 2007 - December 2013
Robert Bosch LLC January 2004 - July 2007
Plante & Moran, PLLC October 2002 - December 2003
Rehmann January 1998 - October 2002
Skills
Sarbanes-Oxley Act, Financial Reporting, GAAP, Financial Analysis, Accounting, Internal Audit, Internal Controls, Auditing, Mutual Funds
Education
Aquinas College 1993 — 1998
Lakeshore High School
Harbor Capital Advisors July 2007 - December 2013
Robert Bosch LLC January 2004 - July 2007
Plante & Moran, PLLC October 2002 - December 2003
Rehmann January 1998 - October 2002
Skills
Sarbanes-Oxley Act, Financial Reporting, GAAP, Financial Analysis, Accounting, Internal Audit, Internal Controls, Auditing, Mutual Funds
Education
Aquinas College 1993 — 1998
Lakeshore High School
Leanne (Totman) Leon's Harbor Capital Advisors Experience January 2011 - Present
Job
Industry Financial Services
Experience
Harbor Capital Advisors January 2011 - Present
Skills
Marketing, Mutual Funds, Series 6
Education
Bentley University 2003 — 2007
Bachelor of Science
Pingree 1999 — 2003
Harbor Capital Advisors January 2011 - Present
Skills
Marketing, Mutual Funds, Series 6
Education
Bentley University 2003 — 2007
Bachelor of Science
Pingree 1999 — 2003
Ed Leedom Ed Leedom's Harbor Capital Advisors Experience 2001 - Present
Job Senior Vice President at Harbor Funds Distributors, Inc.
Industry Financial Services
Experience
Harbor Funds Distributors, Inc. September 2007 - Present
Harbor Capital Advisors 2001 - Present
Harbor Funds Distributors, Inc. June 2001 - December 2003
First Mercantile Trust Company November 1997 - May 2001
Skills
Mutual Funds, Series 63, Series 7, Series 6, Designation, Investments, 401k, Uniform Combined State..., Investment Advisory, Asset Allocation, Financial Services, Series 26, DCIO, Retirement Planning
Education
Bowling Green State University
BSBA, Marketing
College for Financial Planning 1991 — 1994
CFP, Financial Planning
Harbor Funds Distributors, Inc. September 2007 - Present
Harbor Capital Advisors 2001 - Present
Harbor Funds Distributors, Inc. June 2001 - December 2003
First Mercantile Trust Company November 1997 - May 2001
Skills
Mutual Funds, Series 63, Series 7, Series 6, Designation, Investments, 401k, Uniform Combined State..., Investment Advisory, Asset Allocation, Financial Services, Series 26, DCIO, Retirement Planning
Education
Bowling Green State University
BSBA, Marketing
College for Financial Planning 1991 — 1994
CFP, Financial Planning
Deborah Well's Harbor Capital Advisors Experience December 2002 - Present
Job
Industry Financial Services
Experience
Harbor Capital Advisors December 2002 - Present
Natixis Global Associates 1997 - 2002
Public Consulting Group 1992 - 1997
Skills
Social Media, Online Marketing, Data Management, Social Media Marketing, Digital Marketing, CRM, Project Management, Online Advertising, Business Development, Leadership, Marketing Strategy, Marketing, Training, Digital Strategy, Social Networking
Education
Boston University 2004 — 2005
Boston University 1997 — 1998
Certificate
Sonoma State University 1979 — 1986
BA
Harbor Capital Advisors December 2002 - Present
Natixis Global Associates 1997 - 2002
Public Consulting Group 1992 - 1997
Skills
Social Media, Online Marketing, Data Management, Social Media Marketing, Digital Marketing, CRM, Project Management, Online Advertising, Business Development, Leadership, Marketing Strategy, Marketing, Training, Digital Strategy, Social Networking
Education
Boston University 2004 — 2005
Boston University 1997 — 1998
Certificate
Sonoma State University 1979 — 1986
BA
Charle Larson Charle Larson's Harbor Capital Advisors Experience August 2012 - October 2012
Job Providence Real Estate Agent
Industry Real Estate
Experience
Fidelity Investments November 2013 - September 2015
Fidelity Investments April 2013 - November 2013
Harbor Capital Advisors August 2012 - October 2012
Goldman Sachs 2010 - 2012
Copper Rock Capital 2007 - 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Research, Microsoft Office, Portfolio Management, Outlook, Financial Modeling, Customer Service, Series 7, Series 63, Investments, Finance, Investment Strategies, Retirement Planning, Retirement Savings
Education
Thomas Aquinas College 2003 — 2007
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Fidelity Investments November 2013 - September 2015
Fidelity Investments April 2013 - November 2013
Harbor Capital Advisors August 2012 - October 2012
Goldman Sachs 2010 - 2012
Copper Rock Capital 2007 - 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Research, Microsoft Office, Portfolio Management, Outlook, Financial Modeling, Customer Service, Series 7, Series 63, Investments, Finance, Investment Strategies, Retirement Planning, Retirement Savings
Education
Thomas Aquinas College 2003 — 2007
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Danielle Harris's Harbor Capital Advisors Experience October 2010 - October 2012
Job Leaders to Executive Program at TMobile
Industry Financial Services
Experience
T-Mobile July 2014 - Present
Vanguard June 2013 - August 2013
Northern Trust Hedge Fund Services October 2012 - March 2013
Harbor Capital Advisors October 2010 - October 2012
Harbor Capital Advisors October 2007 - October 2010
Relocation Assistance, Inc January 2006 - April 2007
Skills
Supervisory Skills, Project Management, Outstanding Customer..., Financial Analysis, Training & Development, Maintaining Strong..., Customer Service, Financial Modeling, Cross-functional Team..., Series 63, Market Research, Mutual Funds, Series 7, Alternative Investments, Employee Training, Management, Analysis
Education
The University of Chicago - Booth School of Business 2011 — 2014
MBA, Finance
University of Chicago Graham School 2008 — 2009
Certificate, Financial Decision Making June 2009
University of Michigan 2001 — 2005
Bachelors of Arts, Sociology
T-Mobile July 2014 - Present
Vanguard June 2013 - August 2013
Northern Trust Hedge Fund Services October 2012 - March 2013
Harbor Capital Advisors October 2010 - October 2012
Harbor Capital Advisors October 2007 - October 2010
Relocation Assistance, Inc January 2006 - April 2007
Skills
Supervisory Skills, Project Management, Outstanding Customer..., Financial Analysis, Training & Development, Maintaining Strong..., Customer Service, Financial Modeling, Cross-functional Team..., Series 63, Market Research, Mutual Funds, Series 7, Alternative Investments, Employee Training, Management, Analysis
Education
The University of Chicago - Booth School of Business 2011 — 2014
MBA, Finance
University of Chicago Graham School 2008 — 2009
Certificate, Financial Decision Making June 2009
University of Michigan 2001 — 2005
Bachelors of Arts, Sociology
Deanna Humphrey Deanna Humphrey's Harbor Capital Advisors Experience July 2007 - Present
Job Financial Reporting Analyst
Industry Financial Services
Experience
Harbor Capital Advisors July 2007 - Present
Argent Mortgage May 2005 - May 2007
Metavante September 2003 - November 2005
Skills
Microsoft Word, FINRA, Series 6, Portfolio Management, Equities, Customer Service, Series 63, Financial Analysis, Financial Services, Investments, Team Building, Microsoft Excel, Microsoft Office, Mutual Funds, Asset Management, PowerPoint, Asset Allocation, Time Management, Bloomberg, Data Entry, Management, Access, Outlook, Research
Education
Roosevelt University 2008 — 2011
BS, Finance
Harbor Capital Advisors July 2007 - Present
Argent Mortgage May 2005 - May 2007
Metavante September 2003 - November 2005
Skills
Microsoft Word, FINRA, Series 6, Portfolio Management, Equities, Customer Service, Series 63, Financial Analysis, Financial Services, Investments, Team Building, Microsoft Excel, Microsoft Office, Mutual Funds, Asset Management, PowerPoint, Asset Allocation, Time Management, Bloomberg, Data Entry, Management, Access, Outlook, Research
Education
Roosevelt University 2008 — 2011
BS, Finance
Erin Moore Ruddy Erin Moore Ruddy's Harbor Capital Advisors Experience July 2007 - October 2009
Job Account Executive at FoodMinds
Industry Health, Wellness and Fitness
Experience
FoodMinds September 2014 - Present
Tufts Friedman School of Nutrition Science and Policy January 2014 - May 2014
FoodMinds, LLC June 2013 - August 2013
Segterra January 2013 - July 2013
Goldman Sachs October 2009 - June 2012
Harbor Capital Advisors July 2007 - October 2009
Skills
Asset Management, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Stata, Prezi, Social Media, Financial Analysis, Microsoft Word, Marketing Communications, Nutrition, Research
Education
Tufts University 2012 — 2014
Master of Science (MS), Food Policy and Applied Nutrition
Saint Louis University 2003 — 2007
Bachelor of Science (BS), Finance and International Business
FoodMinds September 2014 - Present
Tufts Friedman School of Nutrition Science and Policy January 2014 - May 2014
FoodMinds, LLC June 2013 - August 2013
Segterra January 2013 - July 2013
Goldman Sachs October 2009 - June 2012
Harbor Capital Advisors July 2007 - October 2009
Skills
Asset Management, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Stata, Prezi, Social Media, Financial Analysis, Microsoft Word, Marketing Communications, Nutrition, Research
Education
Tufts University 2012 — 2014
Master of Science (MS), Food Policy and Applied Nutrition
Saint Louis University 2003 — 2007
Bachelor of Science (BS), Finance and International Business
David Pinckney's Harbor Capital Advisors Experience December 2012 - February 2013
Job Trader
Industry Capital Markets
Experience
Rosenthal Collins Group February 2015 - Present
Harbor Capital Advisors, Inc. August 2013 - January 2015
Harbor Capital Advisors December 2012 - February 2013
Harbor Capital Advisors December 2011 - December 2012
Wheaton College January 2008 - May 2011
Sparrow Trading May 2010 - August 2010
Skills
Series 7, Series 26, Series 63, Mutual Funds, Investments, Risk Assessment, Time Management, Management
Education
Wheaton College 2008 — 2011
Bachelor of Arts (B.A.), Business/Economics
Bethel University 2007 — 2008
Business
Rosenthal Collins Group February 2015 - Present
Harbor Capital Advisors, Inc. August 2013 - January 2015
Harbor Capital Advisors December 2012 - February 2013
Harbor Capital Advisors December 2011 - December 2012
Wheaton College January 2008 - May 2011
Sparrow Trading May 2010 - August 2010
Skills
Series 7, Series 26, Series 63, Mutual Funds, Investments, Risk Assessment, Time Management, Management
Education
Wheaton College 2008 — 2011
Bachelor of Arts (B.A.), Business/Economics
Bethel University 2007 — 2008
Business
Matt Laboe Matt Laboe's Harbor Capital Advisors Experience October 2008 - Present
Job Executive Vice President & Chief Information Officer at Harbor Capital Advisors
Industry Financial Services
Experience
Harbor Capital Advisors October 2008 - Present
DePaul University College of Computing and Digital Media September 2012 - Present
Morgan Stanley September 1997 - October 2008
Electronic Data Systems September 1989 - September 1997
Skills
Leadership, Vendor Management, Asset Management, Portfolio Management, Risk Management, Financial Services, Project Management, IT Strategy, Mutual Funds, Equities, SDLC, Business Analysis, Process Improvement, Investments, Program Management
Education
University of Michigan 1993 — 1997
MBA
University of Notre Dame 1985 — 1989
BS, Mechanical Engineering
Harbor Capital Advisors October 2008 - Present
DePaul University College of Computing and Digital Media September 2012 - Present
Morgan Stanley September 1997 - October 2008
Electronic Data Systems September 1989 - September 1997
Skills
Leadership, Vendor Management, Asset Management, Portfolio Management, Risk Management, Financial Services, Project Management, IT Strategy, Mutual Funds, Equities, SDLC, Business Analysis, Process Improvement, Investments, Program Management
Education
University of Michigan 1993 — 1997
MBA
University of Notre Dame 1985 — 1989
BS, Mechanical Engineering
Jon Roller Jon Roller's Harbor Capital Advisors Experience June 1998 - December 1998
Job Chief Information Officer at Horsley Bridge Partners
Industry Venture Capital & Private Equity
Experience
Horsley Bridge Partners March 1999 - Present
Harbor Capital Advisors June 1998 - December 1998
Education
Miami University 1995 — 1998
BS Finance, Finance, Political Science, Systems Analysis
Embry-Riddle Aeronautical University 1994 — 1994
Aviation Computer Science
Arcadia High School 1987 — 1994
Horsley Bridge Partners March 1999 - Present
Harbor Capital Advisors June 1998 - December 1998
Education
Miami University 1995 — 1998
BS Finance, Finance, Political Science, Systems Analysis
Embry-Riddle Aeronautical University 1994 — 1994
Aviation Computer Science
Arcadia High School 1987 — 1994
Ryan Van Duren's Harbor Capital Advisors Experience 2005 - 2007
Job Workforce Management Reporting Specialist at Medical Mutual of Ohio
Industry Information Technology and Services
Experience
Adobe April 2014 - Present
Medical Mutual of Ohio May 2009 - March 2014
Medical Mutual of Ohio March 2008 - March 2014
Harbor Capital Advisors 2005 - 2007
Harbor Capital Advisors 2006 - 2006
Harbor Capital Advisors 2005 - 2006
Nu Skin Enterprises May 2000 - July 2005
Nu Skin Enterprises January 2000 - January 2002
Skills
Microsoft Office, Active Directory, Windows Server 2008, TCP/IP, SQL, Network Administration, VBA, Analytical Abilities, Linux, DNS, Avaya, Blue Pumpkin/Verint I360, Windows Server, Blue Pumpkin, Impact 360, Windows 7, Windows XP Pro, Windows Phone, Android, Home Networking, Workforce Management, A+ Trained, Computer Hardware, Avaya Technologies, Call Centers, Customer Service, Databases, Management, Process Improvement, Project Management, Team Building, Troubleshooting, Vendor Management
Education
University of Toledo 2009 — 2011
Assoc, Computer Network Administration
Brigham Young University 2002 — 2004
Bioinformatics
Utah Valley University 2000 — 2002
Assoc, Biology
Adobe April 2014 - Present
Medical Mutual of Ohio May 2009 - March 2014
Medical Mutual of Ohio March 2008 - March 2014
Harbor Capital Advisors 2005 - 2007
Harbor Capital Advisors 2006 - 2006
Harbor Capital Advisors 2005 - 2006
Nu Skin Enterprises May 2000 - July 2005
Nu Skin Enterprises January 2000 - January 2002
Skills
Microsoft Office, Active Directory, Windows Server 2008, TCP/IP, SQL, Network Administration, VBA, Analytical Abilities, Linux, DNS, Avaya, Blue Pumpkin/Verint I360, Windows Server, Blue Pumpkin, Impact 360, Windows 7, Windows XP Pro, Windows Phone, Android, Home Networking, Workforce Management, A+ Trained, Computer Hardware, Avaya Technologies, Call Centers, Customer Service, Databases, Management, Process Improvement, Project Management, Team Building, Troubleshooting, Vendor Management
Education
University of Toledo 2009 — 2011
Assoc, Computer Network Administration
Brigham Young University 2002 — 2004
Bioinformatics
Utah Valley University 2000 — 2002
Assoc, Biology
Constance Souders Constance Souders's Harbor Capital Advisors Experience 2001 - 2007
Job Director & Trustee at Thrivent Mutual Funds
Industry Financial Services
Experience
Thrivent Mutual Funds 2007 - Present
Thrivent Series Funds 2007 - Present
Thrivent Securities Lending Trust 2007 - Present
Harbor Funds Distributors 2002 - 2007
Harbor Capital Advisors 2001 - 2007
Harbor Funds Distributors 2001 - 2007
Harbor Funds 2000 - 2007
Harbor Services Group 1992 - 2007
Harbor Funds Distributors 1986 - 2001
Harbor Capital Advisors 1983 - 2001
Education
University of Toledo 1978 — 1981
MBA, Finance & Accounting
Ohio University 1968 — 1972
BFA, Music
Thrivent Mutual Funds 2007 - Present
Thrivent Series Funds 2007 - Present
Thrivent Securities Lending Trust 2007 - Present
Harbor Funds Distributors 2002 - 2007
Harbor Capital Advisors 2001 - 2007
Harbor Funds Distributors 2001 - 2007
Harbor Funds 2000 - 2007
Harbor Services Group 1992 - 2007
Harbor Funds Distributors 1986 - 2001
Harbor Capital Advisors 1983 - 2001
Education
University of Toledo 1978 — 1981
MBA, Finance & Accounting
Ohio University 1968 — 1972
BFA, Music
Joseph Potaczek Joseph Potaczek's Harbor Capital Advisors Experience April 2010 - Present
Job IT Technologist at Harbor Capital Advisors
Industry Financial Services
Experience
Harbor Capital Advisors April 2010 - Present
Harbor Capital Advisors 2010 - 2013
JPMorgan March 2008 - October 2009
JPMorgan 2003 - 2009
JPMorgan 2003 - 2009
JPMorgan 2003 - 2009
JPMorgan 2003 - 2009
JPMorgan 2003 - 2009
JP Morgan Chase 2003 - 2009
JP Morgan Chase 2003 - 2009
Skills
Technical Support, Visio, System Administration, IT Strategy, Vendor Management, Process Improvement, Lotus Notes, Project Management, SharePoint, Business Continuity, Requirements Analysis, SDLC, Disaster Recovery, IT Management, Risk Management, ITIL, Data Center, Business Analysis
Education
DeVry University-Illinois 2005 — 2010
Technology Management, Business Information Systems, Cum Laude
Harbor Capital Advisors April 2010 - Present
Harbor Capital Advisors 2010 - 2013
JPMorgan March 2008 - October 2009
JPMorgan 2003 - 2009
JPMorgan 2003 - 2009
JPMorgan 2003 - 2009
JPMorgan 2003 - 2009
JPMorgan 2003 - 2009
JP Morgan Chase 2003 - 2009
JP Morgan Chase 2003 - 2009
Skills
Technical Support, Visio, System Administration, IT Strategy, Vendor Management, Process Improvement, Lotus Notes, Project Management, SharePoint, Business Continuity, Requirements Analysis, SDLC, Disaster Recovery, IT Management, Risk Management, ITIL, Data Center, Business Analysis
Education
DeVry University-Illinois 2005 — 2010
Technology Management, Business Information Systems, Cum Laude
Troy Bofinger Troy Bofinger's Harbor Capital Advisors Experience 2011 - September 2015
Job Harbor Capital Advisors
Industry Information Technology and Services
Experience
Harbor Capital Advisors, Inc. September 2015 - Present
Harbor Capital Advisors 2011 - September 2015
Harbor Capit December 2008 - September 2011
Harbor Capital Advisors December 2008 - December 2010
JP Morgan June 2005 - November 2008
ABN AMRO April 2004 - June 2005
Bank One March 2002 - June 2004
Skills
Windows 7, SCCM, Technical Support, Group Policy, ITIL, Active Directory, SCSM, Workstation..., MCITP, Customer Service, System Deployment, MDT, Troubleshooting, VMware Workstation, Windows Server, Disaster Recovery, VMware, System Administration, Operating Systems
Education
Illinois State University 1997 — 2000
Bachelor of Science (BS), Telecommunications Management
Lincoln College 1995 — 1998
Associate of Arts (A.A.)
Harbor Capital Advisors, Inc. September 2015 - Present
Harbor Capital Advisors 2011 - September 2015
Harbor Capit December 2008 - September 2011
Harbor Capital Advisors December 2008 - December 2010
JP Morgan June 2005 - November 2008
ABN AMRO April 2004 - June 2005
Bank One March 2002 - June 2004
Skills
Windows 7, SCCM, Technical Support, Group Policy, ITIL, Active Directory, SCSM, Workstation..., MCITP, Customer Service, System Deployment, MDT, Troubleshooting, VMware Workstation, Windows Server, Disaster Recovery, VMware, System Administration, Operating Systems
Education
Illinois State University 1997 — 2000
Bachelor of Science (BS), Telecommunications Management
Lincoln College 1995 — 1998
Associate of Arts (A.A.)
Kurtis Fluck Kurtis Fluck's Harbor Capital Advisors Experience September 2011 - July 2012
Job Investment Operations Analyst at Strategic Wealth Partners
Industry Financial Services
Experience
Strategic Wealth Partners, LLC March 2015 - Present
Connect Search, LLC July 2014 - January 2015
Dearborn Partners October 2012 - August 2013
Harbor Capital Advisors September 2011 - July 2012
University of Arizona June 2010 - May 2011
Skills
Financial Analysis, Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Access, Customer Service, Series 6, Microsoft Word, Event Planning, Research, Mutual Funds, Time Management, Account Reconciliation, Bloomberg Terminal
Education
Northern Illinois University
Master of Business Administration (MBA)
University of Arizona, Eller College of Management 2006 — 2011
Bachelor of Science (BS), Finance
Rochelle Township Highschool
Strategic Wealth Partners, LLC March 2015 - Present
Connect Search, LLC July 2014 - January 2015
Dearborn Partners October 2012 - August 2013
Harbor Capital Advisors September 2011 - July 2012
University of Arizona June 2010 - May 2011
Skills
Financial Analysis, Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Access, Customer Service, Series 6, Microsoft Word, Event Planning, Research, Mutual Funds, Time Management, Account Reconciliation, Bloomberg Terminal
Education
Northern Illinois University
Master of Business Administration (MBA)
University of Arizona, Eller College of Management 2006 — 2011
Bachelor of Science (BS), Finance
Rochelle Township Highschool
Michael Bunting Michael Bunting's Harbor Capital Advisors Experience August 2012 - October 2012
Job Director, Strategy & Finance at Kindred House Calls
Industry Hospital & Health Care
Experience
Kindred Healthcare September 2015 - Present
Kindred Healthcare February 2014 - Present
Kindred Healthcare September 2013 - February 2014
Kindred Healthcare October 2012 - November 2013
Harbor Capital Advisors August 2012 - October 2012
AXA Advisors June 2011 - August 2011
CBS Radio June 2010 - September 2010
Education
Loyola University of Chicago 2008 — 2012
Bachelors of Business Administration
Kindred Healthcare September 2015 - Present
Kindred Healthcare February 2014 - Present
Kindred Healthcare September 2013 - February 2014
Kindred Healthcare October 2012 - November 2013
Harbor Capital Advisors August 2012 - October 2012
AXA Advisors June 2011 - August 2011
CBS Radio June 2010 - September 2010
Education
Loyola University of Chicago 2008 — 2012
Bachelors of Business Administration
Alexandra Durdello Alexandra Durdello's Harbor Capital Advisors Experience July 2009 - July 2012
Job Commercial District Manager at St. Louis Development Corporation
Industry Government Administration
Experience
St. Louis Development Corporation December 2014 - Present
The Woman's Exchange May 2014 - December 2014
Saint Louis University August 2013 - May 2014
Old North St. Louis Restoration Group August 2013 - May 2014
Regional Arts Commission of St. Louis January 2013 - August 2013
Harbor Capital Advisors July 2009 - July 2012
US Census Bureau February 2009 - May 2009
Skills
Outlook, Microsoft Excel, PowerPoint, Customer Service, Research, Microsoft Word, Photoshop, Series 63, Process Improvement, Sales, Financial Services, Investments, Editing, Microsoft Office, Writing, Attention To Detail, Adobe Creative Suite, Illustrator, InDesign, WordPress, Blogger, Nonprofits, Program Management, Graphic Design, Time Management, Leadership
Education
Saint Louis University 2012 — 2014
Master of Public Administration (M.P.A.), Public Administration
Loyola University of Chicago 2005 — 2008
Bachelor of Arts, Fine Arts: Visual Communication
University of Missouri-Columbia 2004 — 2005
St. Louis Development Corporation December 2014 - Present
The Woman's Exchange May 2014 - December 2014
Saint Louis University August 2013 - May 2014
Old North St. Louis Restoration Group August 2013 - May 2014
Regional Arts Commission of St. Louis January 2013 - August 2013
Harbor Capital Advisors July 2009 - July 2012
US Census Bureau February 2009 - May 2009
Skills
Outlook, Microsoft Excel, PowerPoint, Customer Service, Research, Microsoft Word, Photoshop, Series 63, Process Improvement, Sales, Financial Services, Investments, Editing, Microsoft Office, Writing, Attention To Detail, Adobe Creative Suite, Illustrator, InDesign, WordPress, Blogger, Nonprofits, Program Management, Graphic Design, Time Management, Leadership
Education
Saint Louis University 2012 — 2014
Master of Public Administration (M.P.A.), Public Administration
Loyola University of Chicago 2005 — 2008
Bachelor of Arts, Fine Arts: Visual Communication
University of Missouri-Columbia 2004 — 2005
Courtney Bogdan Courtney Bogdan's Harbor Capital Advisors Experience January 2000 - Present
Job Senior Graphic Designer
Industry Graphic Design
Experience
Harbor Capital Advisors January 2000 - Present
Skills
Print design & layout, Illustration, Color reproduction,..., Photography, Logo Design, Online Marketing, Graphic Design, Corporate Branding, Color Printing, Color Correction, Flash Animation, Adobe Edge Animation, Branding & Identity, Web Design, Catalogs, Adobe Creative Suite, Corporate Identity, Email Marketing, Graphics, Digital Illustration, Illustrator, Photoshop, Collateral
Education
Bowling Green State University 1996 — 2000
BFA, Graphic Design
Monroe County Community College 1994 — 1996
Associates, Journalism
Harbor Capital Advisors January 2000 - Present
Skills
Print design & layout, Illustration, Color reproduction,..., Photography, Logo Design, Online Marketing, Graphic Design, Corporate Branding, Color Printing, Color Correction, Flash Animation, Adobe Edge Animation, Branding & Identity, Web Design, Catalogs, Adobe Creative Suite, Corporate Identity, Email Marketing, Graphics, Digital Illustration, Illustrator, Photoshop, Collateral
Education
Bowling Green State University 1996 — 2000
BFA, Graphic Design
Monroe County Community College 1994 — 1996
Associates, Journalism
Josh Miller's Harbor Capital Advisors Experience March 2007 - March 2011
Job CEO Zapper USA
Industry Internet
Experience
Zapper.com December 2014 - Present
Punchh Inc. October 2014 - November 2014
Punchh Inc. May 2014 - October 2014
Punchh Inc. June 2013 - May 2014
Groupon October 2012 - June 2013
Groupon January 2012 - October 2012
BrainWave Insights 2011 - 2012
Harbor Capital Advisors March 2007 - March 2011
Towers Watson 2006 - March 2007
Miami University Investment Group May 2004 - May 2006
Skills
Entrepreneurship, Business Development, Sales Management, Strategy, Leadership, Investments, Venture Capital, Valuation, Management, Start-ups, Corporate Development, Marketing Strategy, Sales, Financial Analysis, Corporate Finance, Digital Media, Product Management, Account Management, New Business Development, CRM, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2010 — 2012
M.B.A., Finance, Entrepreneurship, Economics, and Strategic Management
Miami University 2002 — 2006
B.S., Finance
Zapper.com December 2014 - Present
Punchh Inc. October 2014 - November 2014
Punchh Inc. May 2014 - October 2014
Punchh Inc. June 2013 - May 2014
Groupon October 2012 - June 2013
Groupon January 2012 - October 2012
BrainWave Insights 2011 - 2012
Harbor Capital Advisors March 2007 - March 2011
Towers Watson 2006 - March 2007
Miami University Investment Group May 2004 - May 2006
Skills
Entrepreneurship, Business Development, Sales Management, Strategy, Leadership, Investments, Venture Capital, Valuation, Management, Start-ups, Corporate Development, Marketing Strategy, Sales, Financial Analysis, Corporate Finance, Digital Media, Product Management, Account Management, New Business Development, CRM, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2010 — 2012
M.B.A., Finance, Entrepreneurship, Economics, and Strategic Management
Miami University 2002 — 2006
B.S., Finance
Juana Hernandez Juana Hernandez's Harbor Capital Advisors Experience September 2007 - Present
Job Sr. Business Management & Development
Industry Financial Services
Experience
Harbor Capital Advisors September 2007 - Present
Allstate Insurance Company 2005 - 2007
Skills
Visio, SharePoint, SDLC, MS Project, Process Improvement, Requirements Analysis, Agile Methodologies, Analysis, Business Objects, Business Requirements, Management, SQL, Software Documentation, Testing, Microsoft Project, Vendor Management, Databases, Business Analysis
Education
University of Illinois at Chicago 2001 — 2004
Harbor Capital Advisors September 2007 - Present
Allstate Insurance Company 2005 - 2007
Skills
Visio, SharePoint, SDLC, MS Project, Process Improvement, Requirements Analysis, Agile Methodologies, Analysis, Business Objects, Business Requirements, Management, SQL, Software Documentation, Testing, Microsoft Project, Vendor Management, Databases, Business Analysis
Education
University of Illinois at Chicago 2001 — 2004
David Baumbarger David Baumbarger's Harbor Capital Advisors Experience September 2007 - April 2012
Job Enterprise Project Manager at Pitney Bowes
Industry Financial Services
Experience
Pitney Bowes April 2012 - Present
Harbor Capital Advisors September 2007 - April 2012
Harbor Capital Advisors February 2006 - August 2007
Harbor Capital Advisors November 2004 - January 2006
Skills
PMP, Vendor Management, Workflow Management, Financial Reporting, Data Security, Print Management, SharePoint, Financial Audits, Mutual Funds
Education
Bowling Green State University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Pitney Bowes April 2012 - Present
Harbor Capital Advisors September 2007 - April 2012
Harbor Capital Advisors February 2006 - August 2007
Harbor Capital Advisors November 2004 - January 2006
Skills
PMP, Vendor Management, Workflow Management, Financial Reporting, Data Security, Print Management, SharePoint, Financial Audits, Mutual Funds
Education
Bowling Green State University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Yuliya Jensen Yuliya Jensen's Harbor Capital Advisors Experience August 2012 - Present
Job Financial Reporting Analyst at Harbor Capital Advisors
Industry Financial Services
Experience
Harbor Capital Advisors August 2012 - Present
BNY Mellon March 2011 - May 2012
BNY Mellon September 2009 - March 2011
BNY Mellon June 2008 - September 2009
Skills
Bloomberg, Finance, Financial Reporting, Accounting, Analysis, Financial Services, Investments, Auditing, Financial Analysis, Mutual Funds, Valuation, Portfolio Management, Hedge Funds, Private Equity, Securities, US GAAP, Alternative Investments, Financial Risk, Equities, Financial Statements, Financial Modeling, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MSF, Finance
Salem State College 2005 — 2008
BS, Finance
Belarussian State Economic University 2002 — 2005
BS, Tourism and Hospitality Management
Harbor Capital Advisors August 2012 - Present
BNY Mellon March 2011 - May 2012
BNY Mellon September 2009 - March 2011
BNY Mellon June 2008 - September 2009
Skills
Bloomberg, Finance, Financial Reporting, Accounting, Analysis, Financial Services, Investments, Auditing, Financial Analysis, Mutual Funds, Valuation, Portfolio Management, Hedge Funds, Private Equity, Securities, US GAAP, Alternative Investments, Financial Risk, Equities, Financial Statements, Financial Modeling, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MSF, Finance
Salem State College 2005 — 2008
BS, Finance
Belarussian State Economic University 2002 — 2005
BS, Tourism and Hospitality Management
Tim Gerlesits Tim Gerlesits's Harbor Capital Advisors Experience December 2010 - August 2012
Job Account Executive at Matrix Financial Solutions
Industry Financial Services
Experience
Matrix Financial Solutions February 2014 - Present
Matrix Financial Solutions November 2012 - February 2014
Harbor Capital Advisors December 2010 - August 2012
Harbor Capital Advisors September 2011 - December 2011
Harbor Capital Advisors September 2009 - December 2010
Education
University of Iowa 2005 — 2009
B.B.A, Finance
University of Iowa
B.B.A, Finance
Matrix Financial Solutions February 2014 - Present
Matrix Financial Solutions November 2012 - February 2014
Harbor Capital Advisors December 2010 - August 2012
Harbor Capital Advisors September 2011 - December 2011
Harbor Capital Advisors September 2009 - December 2010
Education
University of Iowa 2005 — 2009
B.B.A, Finance
University of Iowa
B.B.A, Finance
Charles E. Keppler's Harbor Capital Advisors Experience January 2010 - August 2010
Job Internal Sales Desk Manager at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments June 2015 - Present
Guggenheim Investments May 2012 - May 2015
Citadel Investment Group June 2011 - May 2012
Omnium LLC August 2010 - June 2011
Harbor Capital Advisors January 2010 - August 2010
Harbor Capital Advisors January 2009 - December 2009
Harbor Capital Advisors January 2008 - July 2008
Olympia Fields Country Club March 2002 - August 2007
Skills
Series 7, Series 6, Series 63, Mutual Funds, Unit Investment Trusts, ETFs, Alternative Investments, Investments, Asset Managment, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Sales, Access, Financial Analysis, Data Analysis, Bloomberg, Hedge Funds, Fixed Income, Securities, Equities, Uniform Combined State...
Education
Eastern Illinois University
Eastern Illinois University
University of Illinois at Chicago
Finance Major, Economics Minor
Guggenheim Investments June 2015 - Present
Guggenheim Investments May 2012 - May 2015
Citadel Investment Group June 2011 - May 2012
Omnium LLC August 2010 - June 2011
Harbor Capital Advisors January 2010 - August 2010
Harbor Capital Advisors January 2009 - December 2009
Harbor Capital Advisors January 2008 - July 2008
Olympia Fields Country Club March 2002 - August 2007
Skills
Series 7, Series 6, Series 63, Mutual Funds, Unit Investment Trusts, ETFs, Alternative Investments, Investments, Asset Managment, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Sales, Access, Financial Analysis, Data Analysis, Bloomberg, Hedge Funds, Fixed Income, Securities, Equities, Uniform Combined State...
Education
Eastern Illinois University
Eastern Illinois University
University of Illinois at Chicago
Finance Major, Economics Minor
Richard VandenBrul,APM,CIMC Richard VandenBrul,APM,CIMC's Harbor Capital Advisors Experience January 1990 - December 1992
Job Industry Arbitrator at Financial Industry Regulatory Authority
Industry Human Resources
Experience
Richard C VandenBrul Inc November 2009 - Present
Richard C. VandenBrul April 2009 - Present
Financial Industry Regulatory Authority July 2002 - Present
Foresters Equity Services, Inc. October 2010 - June 2012
UBS December 2006 - April 2009
CUNA Mutual Group December 1996 - December 2006
401(k) Advisors January 1992 - December 2002
EFI Actuaries September 1995 - September 1996
ICMA-RC December 1992 - September 1995
Harbor Capital Advisors January 1990 - December 1992
Skills
Sales Management, Innovation, Product Development, 401k, Retirement, Annuities, Insurance, Pensions, Equities, Defined Benefit, Asset Allocation, Retirement Planning, Investments, Wealth Management, Employee Benefits, Mutual Funds, Investment Advisory, Financial Planning, Asset Management, Estate Planning, Securities, Portfolio Management, Funding, Series 7, Due Diligence, Risk Management, Compliance, Fixed Income, Series 63, Loans, Credit, Banking, Executive Management, Bonds, Long Term Care, ERISA, Deferred Compensation, Annuity, Alternative Investments, Financial Advisory, IRA's, Investment Strategies, Term Life Insurance, Retirement Income..., Rainmaker, Credit Unions, Fixed Annuities, Long-term Care, Finance, Business Planning
Education
Golden Gate University, School of Law 1969 — 1971
J.D., Law
Saint John's University School of Law 1967 — 1968
Law
Miami University 1964 — 1967
B.A., History/Economics
Richard C VandenBrul Inc November 2009 - Present
Richard C. VandenBrul April 2009 - Present
Financial Industry Regulatory Authority July 2002 - Present
Foresters Equity Services, Inc. October 2010 - June 2012
UBS December 2006 - April 2009
CUNA Mutual Group December 1996 - December 2006
401(k) Advisors January 1992 - December 2002
EFI Actuaries September 1995 - September 1996
ICMA-RC December 1992 - September 1995
Harbor Capital Advisors January 1990 - December 1992
Skills
Sales Management, Innovation, Product Development, 401k, Retirement, Annuities, Insurance, Pensions, Equities, Defined Benefit, Asset Allocation, Retirement Planning, Investments, Wealth Management, Employee Benefits, Mutual Funds, Investment Advisory, Financial Planning, Asset Management, Estate Planning, Securities, Portfolio Management, Funding, Series 7, Due Diligence, Risk Management, Compliance, Fixed Income, Series 63, Loans, Credit, Banking, Executive Management, Bonds, Long Term Care, ERISA, Deferred Compensation, Annuity, Alternative Investments, Financial Advisory, IRA's, Investment Strategies, Term Life Insurance, Retirement Income..., Rainmaker, Credit Unions, Fixed Annuities, Long-term Care, Finance, Business Planning
Education
Golden Gate University, School of Law 1969 — 1971
J.D., Law
Saint John's University School of Law 1967 — 1968
Law
Miami University 1964 — 1967
B.A., History/Economics
Donn DeMuro Donn DeMuro's Harbor Capital Advisors Experience July 1987 - December 1992
Job Director of Development at IronBridge Capital Management
Industry Investment Management
Experience
IronBridge Capital Management July 2004 - Present
Credit Suisse First Boston HOLT February 2002 - April 2004
HOLT Value Associates January 1993 - February 2002
Harbor Capital Advisors July 1987 - December 1992
Callard Madden & Associates August 1979 - June 1987
Education
Illinois Institute of Technology 1994 — 1997
MS, Financial Markets and Trading
Illinois Institute of Technology 1977 — 1981
BS, Computer Science
IronBridge Capital Management July 2004 - Present
Credit Suisse First Boston HOLT February 2002 - April 2004
HOLT Value Associates January 1993 - February 2002
Harbor Capital Advisors July 1987 - December 1992
Callard Madden & Associates August 1979 - June 1987
Education
Illinois Institute of Technology 1994 — 1997
MS, Financial Markets and Trading
Illinois Institute of Technology 1977 — 1981
BS, Computer Science
Emily Jurgens Emily Jurgens's Harbor Capital Advisors Experience 2007 - 2011
Job Controller at Silliker
Industry Accounting
Experience
Silliker 2011 - Present
Harbor Capital Advisors 2007 - 2011
KPMG 2004 - 2007
American Youth Foundation - Merrowvista 2001 - 2007
Hunt Oil Company August 2003 - May 2004
Skills
Auditing, CPA, Accounting, Financial Reporting, Financial Analysis, Internal Controls, US GAAP, Financial Accounting, Sarbanes-Oxley Act, GAAP, Internal Audit, SEC Filings
Education
Southern Methodist University - Cox School of Business 2003 — 2004
MSA, Accounting
Southern Methodist University 1999 — 2003
Silliker 2011 - Present
Harbor Capital Advisors 2007 - 2011
KPMG 2004 - 2007
American Youth Foundation - Merrowvista 2001 - 2007
Hunt Oil Company August 2003 - May 2004
Skills
Auditing, CPA, Accounting, Financial Reporting, Financial Analysis, Internal Controls, US GAAP, Financial Accounting, Sarbanes-Oxley Act, GAAP, Internal Audit, SEC Filings
Education
Southern Methodist University - Cox School of Business 2003 — 2004
MSA, Accounting
Southern Methodist University 1999 — 2003
Brian Essig's Harbor Capital Advisors Experience August 2010 - December 2011
Job Regional Sales Associate, RIA Division at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners November 2014 - Present
Guggenheim Partners March 2014 - November 2014
Guggenheim Partners January 2012 - February 2014
Harbor Capital Advisors August 2010 - December 2011
Edward Jones June 2009 - November 2009
Francorp May 2008 - August 2008
Chicago Board of Trade May 2005 - August 2005
Skills
Investments, Financial Modeling, Financial Analysis, Mutual Funds, Bloomberg, Valuation, Strategic Planning, Portfolio Management, Hedge Funds, Asset Management, Alternative Investments, Equities, Series 7, Series 63, Finance
Education
Indiana University Bloomington
Economics and Public Finance
Guggenheim Partners November 2014 - Present
Guggenheim Partners March 2014 - November 2014
Guggenheim Partners January 2012 - February 2014
Harbor Capital Advisors August 2010 - December 2011
Edward Jones June 2009 - November 2009
Francorp May 2008 - August 2008
Chicago Board of Trade May 2005 - August 2005
Skills
Investments, Financial Modeling, Financial Analysis, Mutual Funds, Bloomberg, Valuation, Strategic Planning, Portfolio Management, Hedge Funds, Asset Management, Alternative Investments, Equities, Series 7, Series 63, Finance
Education
Indiana University Bloomington
Economics and Public Finance
Scott Wernery Scott Wernery's Harbor Capital Advisors Experience June 2010 - July 2012
Job Accountant at LAMB Partners
Industry Accounting
Experience
LAMB Partners July 2012 - Present
Harbor Capital Advisors June 2010 - July 2012
Catholic Charities of the Archdiocese of Chicago January 2009 - June 2010
Tribune Company June 2008 - January 2009
Education
Loyola University Chicago 2006 — 2010
B.B.A., Accounting
LAMB Partners July 2012 - Present
Harbor Capital Advisors June 2010 - July 2012
Catholic Charities of the Archdiocese of Chicago January 2009 - June 2010
Tribune Company June 2008 - January 2009
Education
Loyola University Chicago 2006 — 2010
B.B.A., Accounting
Jason Hagen's Harbor Capital Advisors Experience January 2013 - Present
Job Software Architect at Harbor Capital Advisors
Industry Investment Management
Experience
Harbor Capital Advisors January 2013 - Present
Harbor Capital Advisors October 2007 - Present
AT&T June 2004 - October 2007
Education
Indiana University - Kelley School of Business 2000 — 2004
Bachelor of Science (BS)
Harbor Capital Advisors January 2013 - Present
Harbor Capital Advisors October 2007 - Present
AT&T June 2004 - October 2007
Education
Indiana University - Kelley School of Business 2000 — 2004
Bachelor of Science (BS)
Rebecca Muse-Orlinoff, CFA's Harbor Capital Advisors Experience March 2006 - December 2010
Job Vice President, Research at Harbor Funds Distributors, Inc.
Industry Financial Services
Experience
Harbor Funds Distributors January 2011 - Present
Harbor Capital Advisors March 2006 - December 2010
America's Growth Capital 2003 - 2005
Education
Amherst College 1999 — 2003
Harbor Funds Distributors January 2011 - Present
Harbor Capital Advisors March 2006 - December 2010
America's Growth Capital 2003 - 2005
Education
Amherst College 1999 — 2003
Shanna Palmersheim's Harbor Capital Advisors Experience August 2011 - May 2014
Job Senior Attorney Consultant Investment Management at Various Firms
Industry Law Practice
Experience
Various Firms 2014 - Present
Harbor Capital Advisors August 2011 - May 2014
Northern Trust May 2008 - August 2011
Peregrine Financial Group 2007 - 2008
Harley Davidson Financial Services 2005 - 2007
State Street 1999 - 2002
Skills
Securities, Finance, Corporate Law, Due Diligence, Corporate Governance, Securities Regulation, Investments, Financial Services, Mutual Funds, Risk Management, Insurance, Accounting, FINRA, Portfolio Management
Education
Northwestern University
Biology/Chemistry
University of Iowa College of Law 2002 — 2005
Doctor of Law (J.D.)
Northwestern University 2009 — 2011
Accounting, CPA Exam Preparation
University of Northern Iowa
Bachelor of Arts (B.A.), Business Administration; Economics
Various Firms 2014 - Present
Harbor Capital Advisors August 2011 - May 2014
Northern Trust May 2008 - August 2011
Peregrine Financial Group 2007 - 2008
Harley Davidson Financial Services 2005 - 2007
State Street 1999 - 2002
Skills
Securities, Finance, Corporate Law, Due Diligence, Corporate Governance, Securities Regulation, Investments, Financial Services, Mutual Funds, Risk Management, Insurance, Accounting, FINRA, Portfolio Management
Education
Northwestern University
Biology/Chemistry
University of Iowa College of Law 2002 — 2005
Doctor of Law (J.D.)
Northwestern University 2009 — 2011
Accounting, CPA Exam Preparation
University of Northern Iowa
Bachelor of Arts (B.A.), Business Administration; Economics
Mihir Pipalia's Harbor Capital Advisors Experience June 2011 - August 2015
Job IT Security and Risk Manager
Industry Financial Services
Experience
Harbor Capital Advisors, Inc. September 2015 - Present
Harbor Capital Advisors June 2011 - August 2015
Harbor Capital Advisors March 2008 - June 2011
Denmac Systems January 2004 - March 2008
Skills
Virtualization, Microsoft Exchange, VMware, Hyper-V, Active Directory, Windows Server, Microsoft Technologies, SCCM, Systems Management, Group Policy, ITIL, IT Management, VMware ESX, Data Center, Security, Disaster Recovery, Networking, Business Continuity, VMware Infrastructure, Windows, Integration
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2015
Master of Business Administration (MBA), Investment Management
Illinois Institute of Technology 2001 — 2003
Master of Science (M.S.), Computer Science
Amravati University 1997 — 2001
Bachelor of Engineering (BE), Computer Science
Don Bosco, Kolkata 1985 — 1997
Harbor Capital Advisors, Inc. September 2015 - Present
Harbor Capital Advisors June 2011 - August 2015
Harbor Capital Advisors March 2008 - June 2011
Denmac Systems January 2004 - March 2008
Skills
Virtualization, Microsoft Exchange, VMware, Hyper-V, Active Directory, Windows Server, Microsoft Technologies, SCCM, Systems Management, Group Policy, ITIL, IT Management, VMware ESX, Data Center, Security, Disaster Recovery, Networking, Business Continuity, VMware Infrastructure, Windows, Integration
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2015
Master of Business Administration (MBA), Investment Management
Illinois Institute of Technology 2001 — 2003
Master of Science (M.S.), Computer Science
Amravati University 1997 — 2001
Bachelor of Engineering (BE), Computer Science
Don Bosco, Kolkata 1985 — 1997
Hugh M. Kelly's Harbor Capital Advisors Experience 2002 - Present
Job President at Harbor Fund Distributors
Industry Financial Services
Experience
Harbor Funds Distributors, Inc. 2002 - Present
Harbor Capital Advisors 2002 - Present
Derby Academy June 2012 - Present
Expect Miracles Foundation - Financial Services Against Cancer May 2015 - Present
Skills
Mutual Funds, Securities, ETFs, Risk Management, Investments, Asset Allocation, Asset Management, Series 7, Strategic Planning, Alternative Investments, Wealth Management, Series 63, FINRA, Series 6, Portfolio Management, Networking, Asset Managment, Morningstar, CRM, Financial Services, Fundraising, Leadership, Management
Education
Rensselaer Polytechnic Institute 1980 — 1983
Business / Communication
Syracuse University 1973 — 1977
Dual Degree BA, S.I. Newhouse School of Public Communication / Maxwell School of Pubilic Affairs
Harbor Funds Distributors, Inc. 2002 - Present
Harbor Capital Advisors 2002 - Present
Derby Academy June 2012 - Present
Expect Miracles Foundation - Financial Services Against Cancer May 2015 - Present
Skills
Mutual Funds, Securities, ETFs, Risk Management, Investments, Asset Allocation, Asset Management, Series 7, Strategic Planning, Alternative Investments, Wealth Management, Series 63, FINRA, Series 6, Portfolio Management, Networking, Asset Managment, Morningstar, CRM, Financial Services, Fundraising, Leadership, Management
Education
Rensselaer Polytechnic Institute 1980 — 1983
Business / Communication
Syracuse University 1973 — 1977
Dual Degree BA, S.I. Newhouse School of Public Communication / Maxwell School of Pubilic Affairs
Nathan Stein's Harbor Capital Advisors Experience August 2007 - August 2008
Job Technology Security Associate Manager at Accenture
Industry Computer & Network Security
Experience
Accenture June 2014 - Present
HP Software January 2013 - June 2014
Accenture August 2011 - January 2013
Trustwave August 2008 - August 2011
Harbor Capital Advisors August 2007 - August 2008
Skills
Firewalls, Network Security, Security, Information Security, PCI DSS, CISSP, Networking, Active Directory, project management, Security Operations, Managed Security..., Security Consulting, Information Security..., Vulnerability Assessment, Intrusion Detection, Computer Security, Project Management, IPS, TCP/IP, Servers, Windows Server, VPN
Education
Bowling Green State University 2004 — 2007
Bachelor of Science in Business Administration; specialization in Management and Information Systems
Accenture June 2014 - Present
HP Software January 2013 - June 2014
Accenture August 2011 - January 2013
Trustwave August 2008 - August 2011
Harbor Capital Advisors August 2007 - August 2008
Skills
Firewalls, Network Security, Security, Information Security, PCI DSS, CISSP, Networking, Active Directory, project management, Security Operations, Managed Security..., Security Consulting, Information Security..., Vulnerability Assessment, Intrusion Detection, Computer Security, Project Management, IPS, TCP/IP, Servers, Windows Server, VPN
Education
Bowling Green State University 2004 — 2007
Bachelor of Science in Business Administration; specialization in Management and Information Systems
Justin Alexander,CAMS's Harbor Capital Advisors Experience October 2010 - May 2012
Job Assistant Vice President, Customer Risk ManagementSection Manager
Industry Financial Services
Experience
Huntington National Bank April 2013 - Present
Huntington National Bank May 2012 - April 2013
Harbor Capital Advisors October 2010 - May 2012
Harbor Capital Advisors April 2007 - October 2010
Skills
Mutual Funds, FINRA, Investments, Financial Risk, Series 63, Series 6, Anti Money Laundering, Risk Management, Bank Secrecy Act, Investigation
Education
Tiffin University 2005 — 2007
MS, Criminology and Homeland Security
University of Toledo 2000 — 2004
BS, Criminology
Huntington National Bank April 2013 - Present
Huntington National Bank May 2012 - April 2013
Harbor Capital Advisors October 2010 - May 2012
Harbor Capital Advisors April 2007 - October 2010
Skills
Mutual Funds, FINRA, Investments, Financial Risk, Series 63, Series 6, Anti Money Laundering, Risk Management, Bank Secrecy Act, Investigation
Education
Tiffin University 2005 — 2007
MS, Criminology and Homeland Security
University of Toledo 2000 — 2004
BS, Criminology
Andrea C Stefan's Harbor Capital Advisors Experience January 2008 - May 2008
Job Student at DePaul University
Industry Financial Services
Experience
Harbor Capital Advisors January 2008 - May 2008
Merrill Lynch April 2007 - September 2007
Education
DePaul University 2012 — 2013
Finance
Harbor Capital Advisors January 2008 - May 2008
Merrill Lynch April 2007 - September 2007
Education
DePaul University 2012 — 2013
Finance
David Brust's Harbor Capital Advisors Experience 1999 - 2000
Job Business Intelligence Financial Reporting Administrator at VF Corporation
Industry Apparel & Fashion
Experience
VF Corporation January 2012 - Present
Baker & Taylor October 2009 - January 2012
Baker & Taylor October 2004 - October 2009
RSA 2000 - 2004
Harbor Capital Advisors 1999 - 2000
Harbor Capital Advisors 1998 - 1999
Skills
Business Intelligence, Microsoft SQL Server, SQL, Analysis Services, Project Management, Financial Reporting, Data Warehousing, Analysis
Education
University of North Carolina at Charlotte 2001 — 2004
MSIT, Information Systems
Bowling Green State University 1993 — 1997
BSBA, Accounting
Upgrade IT
VF Corporation January 2012 - Present
Baker & Taylor October 2009 - January 2012
Baker & Taylor October 2004 - October 2009
RSA 2000 - 2004
Harbor Capital Advisors 1999 - 2000
Harbor Capital Advisors 1998 - 1999
Skills
Business Intelligence, Microsoft SQL Server, SQL, Analysis Services, Project Management, Financial Reporting, Data Warehousing, Analysis
Education
University of North Carolina at Charlotte 2001 — 2004
MSIT, Information Systems
Bowling Green State University 1993 — 1997
BSBA, Accounting
Upgrade IT
Jennifer Schroeder's Harbor Capital Advisors Experience October 2012 - Present
Job Senior Account Executive at Harbor Capital Advisors
Industry Financial Services
Experience
Harbor Capital Advisors October 2012 - Present
Guggenheim Investments August 2010 - October 2012
John Hancock August 2007 - July 2010
Ameriprise Financial Advisors 2005 - 2007
Skills
Mutual Funds, Series 63, Series 7, Alternative Investments, ETFs, 401k, Managed Futures, Marketing Strategy, Go-to-market Strategy
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Marketing Management, Economics
Bowling Green State University 2001 — 2005
Bachelor of Science, Business Administration
ESSEC Business School
ESSEC Business School
Harbor Capital Advisors October 2012 - Present
Guggenheim Investments August 2010 - October 2012
John Hancock August 2007 - July 2010
Ameriprise Financial Advisors 2005 - 2007
Skills
Mutual Funds, Series 63, Series 7, Alternative Investments, ETFs, 401k, Managed Futures, Marketing Strategy, Go-to-market Strategy
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Marketing Management, Economics
Bowling Green State University 2001 — 2005
Bachelor of Science, Business Administration
ESSEC Business School
ESSEC Business School
Joseph Alkaraki, MBA's Harbor Capital Advisors Experience April 2013 - Present
Job Shareholder Services Manager at Harbor Capital Advisors
Industry Capital Markets
Experience
Harbor Capital Advisors April 2013 - Present
Northern Trust August 2011 - March 2013
Avatar Securities/Great Point Capital November 2007 - August 2011
Walgreens May 2005 - August 2005
Skills
Equities, Financial Analysis, Financial Markets, Derivatives, Portfolio Management, Options, Equity Trading, Risk Management, Mutual Funds, Capital Markets, Securities, FINRA, Electronic Trading, Trading Strategies, Proprietary Trading, Trading, Series 63, Series 6, Series 26
Education
Southern Illinois University, Carbondale 2006 — 2007
MBA
Southern Illinois University, Carbondale 2002 — 2006
Bachelor's, Marketing
Oak Park River Forest High School 1998 — 2002
Harbor Capital Advisors April 2013 - Present
Northern Trust August 2011 - March 2013
Avatar Securities/Great Point Capital November 2007 - August 2011
Walgreens May 2005 - August 2005
Skills
Equities, Financial Analysis, Financial Markets, Derivatives, Portfolio Management, Options, Equity Trading, Risk Management, Mutual Funds, Capital Markets, Securities, FINRA, Electronic Trading, Trading Strategies, Proprietary Trading, Trading, Series 63, Series 6, Series 26
Education
Southern Illinois University, Carbondale 2006 — 2007
MBA
Southern Illinois University, Carbondale 2002 — 2006
Bachelor's, Marketing
Oak Park River Forest High School 1998 — 2002
Kevin Kean's Harbor Capital Advisors Experience July 2007 - September 2009
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2009 - Present
Harbor Capital Advisors July 2007 - September 2009
SDV, LLC January 2007 - May 2007
Skills
Valuation, Asset Management, Bloomberg, Capital Markets, Equities, Financial Modeling, Hedge Funds
Education
Miami University 2002 — 2006
Bachelor of Science, Finance, Economics
Goldman Sachs September 2009 - Present
Harbor Capital Advisors July 2007 - September 2009
SDV, LLC January 2007 - May 2007
Skills
Valuation, Asset Management, Bloomberg, Capital Markets, Equities, Financial Modeling, Hedge Funds
Education
Miami University 2002 — 2006
Bachelor of Science, Finance, Economics
Anmarie Kolinski's Harbor Capital Advisors Experience July 2005 - Present
Job CFO at Harbor Capital Advisors
Industry Financial Services
Experience
Harbor Capital Advisors July 2005 - Present
Skills
Investments, Asset Management, Financial Reporting, Mutual Funds, SEC filings, Financial Analysis, Alternative Investments, Auditing, Series 63, Financial Modeling, Accounting, Series 7, Asset Managment, FINRA
Education
Ohio Northern University 1990 — 1994
BS and BA, Accounting and English
Harbor Capital Advisors July 2005 - Present
Skills
Investments, Asset Management, Financial Reporting, Mutual Funds, SEC filings, Financial Analysis, Alternative Investments, Auditing, Series 63, Financial Modeling, Accounting, Series 7, Asset Managment, FINRA
Education
Ohio Northern University 1990 — 1994
BS and BA, Accounting and English
Lauren Choate, M.A.'s Harbor Capital Advisors Experience October 2008 - December 2008
Job Senior Consultant, Consumer Brand Strategy at Blue Cross Blue Shield Association
Industry Insurance
Experience
Blue Cross Blue Shield Association September 2014 - Present
Us Datacomm 2003 - 2015
Blue Cross Blue Shield Association April 2014 - September 2014
Blue Cross Blue Shield Association March 2012 - March 2014
Blue Cross Blue Shield Association September 2010 - March 2012
Northern Trust May 2009 - September 2010
Harbor Capital Advisors October 2008 - December 2008
Skills
Strategic Consulting, Data Analysis, Change Management, Mentoring, Management, Business Strategy, Health Insurance, Insurance, Investments, Cross-functional Team..., Business Process, Project Management, Sales, Business Analysis, Leadership, Strategy, Strategic Planning, Process Improvement, Analysis
Education
Northwestern University 2013 — 2015
Master of Arts (M.A.), Public Policy and Administration, 3.93
University of Illinois at Urbana-Champaign 2004 — 2008
BA, Economics
Blue Cross Blue Shield Association September 2014 - Present
Us Datacomm 2003 - 2015
Blue Cross Blue Shield Association April 2014 - September 2014
Blue Cross Blue Shield Association March 2012 - March 2014
Blue Cross Blue Shield Association September 2010 - March 2012
Northern Trust May 2009 - September 2010
Harbor Capital Advisors October 2008 - December 2008
Skills
Strategic Consulting, Data Analysis, Change Management, Mentoring, Management, Business Strategy, Health Insurance, Insurance, Investments, Cross-functional Team..., Business Process, Project Management, Sales, Business Analysis, Leadership, Strategy, Strategic Planning, Process Improvement, Analysis
Education
Northwestern University 2013 — 2015
Master of Arts (M.A.), Public Policy and Administration, 3.93
University of Illinois at Urbana-Champaign 2004 — 2008
BA, Economics
Stephanie Nee's Harbor Capital Advisors Experience January 2011 - Present
Job Compliance Manager at Harbor Capital Advisors
Industry Financial Services
Experience
Harbor Capital Advisors January 2011 - Present
Harbor Capital Advisors 2007 - January 2011
BNYMellon Asset Management 2002 - 2007
Skills
FINRA, Series 7, Series 26
Education
University of Massachusetts, Amherst 1998 — 2002
Harbor Capital Advisors January 2011 - Present
Harbor Capital Advisors 2007 - January 2011
BNYMellon Asset Management 2002 - 2007
Skills
FINRA, Series 7, Series 26
Education
University of Massachusetts, Amherst 1998 — 2002
Ryan Elve's Harbor Capital Advisors Experience August 2012 - Present
Job Financial Professional
Industry Financial Services
Experience
Harbor Capital Advisors August 2012 - Present
JPMorgan Chase May 2010 - August 2012
FIE October 2008 - April 2010
Pinnacor Financial Group October 2005 - February 2008
Soda Creek Financial Advisors (Formerly Bosworth & Associates LLC) August 2005 - October 2005
Skills
Entrepreneurship, Leadership, Investments, Financial Analysis, Financial Modeling, Finance, Asset Management, Portfolio Management, Sales, New Business Development, Strategic Financial..., Strategic Planning, Operations Management, Sales Management, Recruiting, Series 63, Risk Management, Financial Services, Mutual Funds, Securities, FINRA, Hedge Funds, Alternative Investments, Retirement Planning, Wealth Management, Series 6, Options, Retirement, CRM, Vendor Management, Trading, Derivatives, Capital Markets, Microsoft Excel, Series 24, AML, Strategy, Management, Customer Service, Executive Management, Banking, Equities, Relationship Management, Microsoft Office, Valuation, Series 7, Project Management, Analysis
Education
DePaul University 2015 — 2017
Master of Business Administration (M.B.A.), Corporate Finance & Strategy, Execution and Valuation
Metropolitan State University of Denver 2004 — 2007
Bachelor of Applied Science (BASc), Major: Finance, Minor: Financial Services
Harbor Capital Advisors August 2012 - Present
JPMorgan Chase May 2010 - August 2012
FIE October 2008 - April 2010
Pinnacor Financial Group October 2005 - February 2008
Soda Creek Financial Advisors (Formerly Bosworth & Associates LLC) August 2005 - October 2005
Skills
Entrepreneurship, Leadership, Investments, Financial Analysis, Financial Modeling, Finance, Asset Management, Portfolio Management, Sales, New Business Development, Strategic Financial..., Strategic Planning, Operations Management, Sales Management, Recruiting, Series 63, Risk Management, Financial Services, Mutual Funds, Securities, FINRA, Hedge Funds, Alternative Investments, Retirement Planning, Wealth Management, Series 6, Options, Retirement, CRM, Vendor Management, Trading, Derivatives, Capital Markets, Microsoft Excel, Series 24, AML, Strategy, Management, Customer Service, Executive Management, Banking, Equities, Relationship Management, Microsoft Office, Valuation, Series 7, Project Management, Analysis
Education
DePaul University 2015 — 2017
Master of Business Administration (M.B.A.), Corporate Finance & Strategy, Execution and Valuation
Metropolitan State University of Denver 2004 — 2007
Bachelor of Applied Science (BASc), Major: Finance, Minor: Financial Services
Jack Abe's Harbor Capital Advisors Experience March 2012 - November 2013
Job Internal Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2014 - Present
Nuveen Investments December 2013 - July 2014
Harbor Capital Advisors March 2012 - November 2013
NSA Media August 2010 - February 2012
Stifel Nicolaus July 2009 - July 2010
Prime International 2008 - 2008
Skills
Series 7, Series 63, Series 65, Series 6, Mutual Funds, Investments, Finance, Sales, Market Research
Education
Hope College 2005 — 2009
BA, Business
Nuveen Investments August 2014 - Present
Nuveen Investments December 2013 - July 2014
Harbor Capital Advisors March 2012 - November 2013
NSA Media August 2010 - February 2012
Stifel Nicolaus July 2009 - July 2010
Prime International 2008 - 2008
Skills
Series 7, Series 63, Series 65, Series 6, Mutual Funds, Investments, Finance, Sales, Market Research
Education
Hope College 2005 — 2009
BA, Business
Kevin Karam, CPA's Harbor Capital Advisors Experience October 2010 - December 2010
Job Senior Analyst Purchase Loan Accounting at BMO Harris Bank
Industry Accounting
Experience
BMO Harris Bank April 2013 - Present
Harris Bank May 2011 - March 2013
Ti Group January 2011 - May 2011
Harbor Capital Advisors October 2010 - December 2010
Moores Rowland Mazars, Beijing June 2010 - August 2010
Helander Metal Spinning Company July 2009 - May 2010
K&M Accounting May 2006 - August 2009
Skills
Accounting, Financial Reporting, Microsoft Office, Auditing, Singing, Portfolio Management, Philosophy, Financial Statements, Due Diligence, Financial Services, SharePoint, Vocal Performance, GAAP, Loans, Critical Thinking, Logic, Theology, Financial Analysis, Management
Education
Loyola University of Chicago - Graduate School of Business 2011 — 2015
Master of Science in Accountancy
Loyola University Chicago 2006 — 2010
Bachelors of Business Administration, Accounting
BMO Harris Bank April 2013 - Present
Harris Bank May 2011 - March 2013
Ti Group January 2011 - May 2011
Harbor Capital Advisors October 2010 - December 2010
Moores Rowland Mazars, Beijing June 2010 - August 2010
Helander Metal Spinning Company July 2009 - May 2010
K&M Accounting May 2006 - August 2009
Skills
Accounting, Financial Reporting, Microsoft Office, Auditing, Singing, Portfolio Management, Philosophy, Financial Statements, Due Diligence, Financial Services, SharePoint, Vocal Performance, GAAP, Loans, Critical Thinking, Logic, Theology, Financial Analysis, Management
Education
Loyola University of Chicago - Graduate School of Business 2011 — 2015
Master of Science in Accountancy
Loyola University Chicago 2006 — 2010
Bachelors of Business Administration, Accounting
David M. Kalisz, CFA, CAIA's Harbor Capital Advisors Experience December 2011 - Present
Job
Industry Financial Services
Experience
Harbor Capital Advisors December 2011 - Present
Skills
Chartered Financial..., CAIA, Mutual Funds, Investments, Asset Management, Bloomberg, Series 63, Portfolio Management, Financial Modeling, Financial Analysis, Hedge Funds, Equities, Valuation, Due Diligence, Series 6, Asset Allocation
Education
Northwestern University - Kellogg School of Management 2011 — 2014
MBA
Carnegie Mellon University 2002 — 2007
Bachelor's degree
Harbor Capital Advisors December 2011 - Present
Skills
Chartered Financial..., CAIA, Mutual Funds, Investments, Asset Management, Bloomberg, Series 63, Portfolio Management, Financial Modeling, Financial Analysis, Hedge Funds, Equities, Valuation, Due Diligence, Series 6, Asset Allocation
Education
Northwestern University - Kellogg School of Management 2011 — 2014
MBA
Carnegie Mellon University 2002 — 2007
Bachelor's degree
Anna Holstein's Harbor Capital Advisors Experience February 2009 - Present
Job Training and Development Coordinator at Harbor Capital Advisors
Industry Financial Services
Experience
Harbor Capital Advisors February 2009 - Present
Harbor Capital Advisors March 2008 - January 2009
Harbor Capital Advisors July 2007 - March 2008
First American Bank March 2006 - June 2007
Education
National Louis University 2003 — 2005
BA, Business
Harbor Capital Advisors February 2009 - Present
Harbor Capital Advisors March 2008 - January 2009
Harbor Capital Advisors July 2007 - March 2008
First American Bank March 2006 - June 2007
Education
National Louis University 2003 — 2005
BA, Business
Bethany Simmons's Harbor Capital Advisors Experience July 2002 - April 2006
Job Financial Services Professional
Industry Financial Services
Experience
Harbor Capital Advisors July 2002 - April 2006
Monroe Bank & Trust January 2002 - July 2002
Skills
Internal Communications, Delegation, Able To Multi-task
Education
Grossmont College 1998 — 2000
Tidewater Community College 1994 — 1996
Business Administration
Harbor Capital Advisors July 2002 - April 2006
Monroe Bank & Trust January 2002 - July 2002
Skills
Internal Communications, Delegation, Able To Multi-task
Education
Grossmont College 1998 — 2000
Tidewater Community College 1994 — 1996
Business Administration
Nancy Quinn's Harbor Capital Advisors Experience February 2007 - Present
Job Director Human Resources at Harbor Capital Advisors
Industry Investment Management
Experience
Harbor Capital Advisors February 2007 - Present
Van Kampen Investments 1989 - 2006
Education
Augustana College
Bachelor of Arts
Harbor Capital Advisors February 2007 - Present
Van Kampen Investments 1989 - 2006
Education
Augustana College
Bachelor of Arts
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial