Incapital Company
Description
Founded in 1999 by Chairman Thomas S. Ricketts, Incapital LLC is a premier distributor, underwriter and educator of securities and risk management investment solutions. Headquarters: Chicago, IL Founded: 2001 Parent organizations: Bank of America, Incapital Holdings LLC
Incapital List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Incapital. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Incapital Salaries. You can even request information on how much does Incapital pay if you want to. Learn about salaries, pros and cons of working for Incapital directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
138 Incapital employees in database. Find out everything there's to know about Incapital employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Incapital Employees
Employee
Years
Job
Industry
Glenn Lotenberg Glenn Lotenberg's Incapital Experience January 2007 - Present
Job Managing Director at Incapital
Industry Investment Banking
Experience
Incapital January 2007 - Present
CIBC World Markets January 2001 - January 2007
Bear Stearns March 1997 - January 2001
Skills
Structured Products, Equity Derivatives, Fixed Income, Capital Markets, Trading, Equities, Investments, Commodity, Middle Office, Derivatives, Currency, Bonds, Series 24, Interest Rate..., Bloomberg, Credit Derivatives, Hedge Funds, Securities
Education
Hofstra University 1994 — 1996
B.A., Finance
Arizona State University - W. P. Carey School of Business 1992 — 1994
Finance
Incapital January 2007 - Present
CIBC World Markets January 2001 - January 2007
Bear Stearns March 1997 - January 2001
Skills
Structured Products, Equity Derivatives, Fixed Income, Capital Markets, Trading, Equities, Investments, Commodity, Middle Office, Derivatives, Currency, Bonds, Series 24, Interest Rate..., Bloomberg, Credit Derivatives, Hedge Funds, Securities
Education
Hofstra University 1994 — 1996
B.A., Finance
Arizona State University - W. P. Carey School of Business 1992 — 1994
Finance
Luke Joyce Luke Joyce's Incapital Experience October 2014 - Present
Job Internal Wholesaler Wealth Management Solutions at Incapital
Industry Financial Services
Experience
Incapital October 2014 - Present
Loyola Academy May 2014 - October 2014
Sag Harbor Whalers July 2013 - August 2013
The Strike Zone Baseball Academy August 2007 - August 2009
Skills
Athletics, Social Media, Microsoft Word, Teamwork, Baseball, Team Leadership, Social Networking, PowerPoint, Time Management, Event Management, Leadership, Public Speaking, Customer Service, English, Sales, Equities, Investments, Unit Investment Trusts
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor's degree, Sport Management
Loyola Academy 2006 — 2010
Incapital October 2014 - Present
Loyola Academy May 2014 - October 2014
Sag Harbor Whalers July 2013 - August 2013
The Strike Zone Baseball Academy August 2007 - August 2009
Skills
Athletics, Social Media, Microsoft Word, Teamwork, Baseball, Team Leadership, Social Networking, PowerPoint, Time Management, Event Management, Leadership, Public Speaking, Customer Service, English, Sales, Equities, Investments, Unit Investment Trusts
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor's degree, Sport Management
Loyola Academy 2006 — 2010
Dmitri Savasteev Dmitri Savasteev's Incapital Experience February 2012 - February 2013
Job Information Technology and Services Consultant
Industry Computer Software
Experience
Liberty Power April 2013 - Present
Incapital February 2012 - February 2013
Management Concepts, Inc January 2009 - July 2011
FBR September 2007 - December 2008
Primescape Solutions November 2006 - September 2007
MyPublicInfo 2006 - 2006
Dynology Corporation 2003 - 2005
KCI Communications 1999 - 2003
Skills
Microsoft SQL Server, C#, ASP.NET, SQL, .NET, SDLC, Agile Methodologies, Software Project..., Software Development, JavaScript, Integration, XML, Databases, SharePoint, SOA, Web Applications, Requirements Analysis
Education
Saint Petersburg State Electrotechnical University "LETI" 1988 — 1994
Liberty Power April 2013 - Present
Incapital February 2012 - February 2013
Management Concepts, Inc January 2009 - July 2011
FBR September 2007 - December 2008
Primescape Solutions November 2006 - September 2007
MyPublicInfo 2006 - 2006
Dynology Corporation 2003 - 2005
KCI Communications 1999 - 2003
Skills
Microsoft SQL Server, C#, ASP.NET, SQL, .NET, SDLC, Agile Methodologies, Software Project..., Software Development, JavaScript, Integration, XML, Databases, SharePoint, SOA, Web Applications, Requirements Analysis
Education
Saint Petersburg State Electrotechnical University "LETI" 1988 — 1994
John Oakes John Oakes's Incapital Experience June 2009 - Present
Job MBS Passthrough Trading Manager at Incapital
Industry Capital Markets
Experience
Incapital June 2009 - Present
Jefferies & Company October 2008 - June 2009
Client First Settlement Funding December 2007 - October 2008
ABN AMRO Mortgage Capital Markets February 2002 - December 2007
Wachovia Securities July 1986 - February 2002
Wachovia Mortgage Company 1986 - 1989
Skills
Fixed Income Trading, MBS, Loans, Fixed Income, Capital Markets, Securitization, Series 7, Residential Mortgages, Trading, Bloomberg, Mortgage, Bonds, Excel, Series 24, Series 63
Education
Wake Forest University School of Business 1987 — 1989
MBA, Finance
Indiana University Bloomington 1982 — 1985
BS, Finance
Incapital June 2009 - Present
Jefferies & Company October 2008 - June 2009
Client First Settlement Funding December 2007 - October 2008
ABN AMRO Mortgage Capital Markets February 2002 - December 2007
Wachovia Securities July 1986 - February 2002
Wachovia Mortgage Company 1986 - 1989
Skills
Fixed Income Trading, MBS, Loans, Fixed Income, Capital Markets, Securitization, Series 7, Residential Mortgages, Trading, Bloomberg, Mortgage, Bonds, Excel, Series 24, Series 63
Education
Wake Forest University School of Business 1987 — 1989
MBA, Finance
Indiana University Bloomington 1982 — 1985
BS, Finance
Cary Cheung Cary Cheung's Incapital Experience January 2015 - Present
Job Regional Vice President at Incapital LLC.
Industry Financial Services
Experience
Incapital January 2015 - Present
Annuity Marketing Services June 2014 - January 2015
CD Funding Group May 2013 - June 2014
Cathay Bank May 2011 - May 2013
Cetera Investment Services May 2011 - May 2013
Doc Popcorn November 2009 - May 2013
WaMu Investments Inc. January 2005 - June 2009
LPL February 2006 - August 2006
ING Advisors Network November 2000 - January 2005
GunnAllen Financial September 1998 - January 2000
Skills
Investments, Securities, Series 7, Mutual Funds, Series 63, Risk Management, Equities, Banking, Portfolio Management, Financial Services, Asset Management, Wealth Management, Strategic Financial..., Financial Analysis, Retail, Finance, Relationship Management, Retirement Planning, Investment Advisory, Fixed Income, Trading, Fixed Annuities, Alternative Investments, FINRA, Options, Series 24, Small Business, Series 65, Investment Management, Business Planning
Education
University of Phoenix
BS, Business Management
Rowland High School
Incapital January 2015 - Present
Annuity Marketing Services June 2014 - January 2015
CD Funding Group May 2013 - June 2014
Cathay Bank May 2011 - May 2013
Cetera Investment Services May 2011 - May 2013
Doc Popcorn November 2009 - May 2013
WaMu Investments Inc. January 2005 - June 2009
LPL February 2006 - August 2006
ING Advisors Network November 2000 - January 2005
GunnAllen Financial September 1998 - January 2000
Skills
Investments, Securities, Series 7, Mutual Funds, Series 63, Risk Management, Equities, Banking, Portfolio Management, Financial Services, Asset Management, Wealth Management, Strategic Financial..., Financial Analysis, Retail, Finance, Relationship Management, Retirement Planning, Investment Advisory, Fixed Income, Trading, Fixed Annuities, Alternative Investments, FINRA, Options, Series 24, Small Business, Series 65, Investment Management, Business Planning
Education
University of Phoenix
BS, Business Management
Rowland High School
Luke Laidley Luke Laidley's Incapital Experience June 2014 - Present
Job Vice President at Incapital
Industry Investment Management
Experience
Incapital June 2014 - Present
Firth Trading January 2010 - June 2014
Goldman Sachs October 2006 - January 2010
Van Kampen Investments November 2004 - October 2006
Morgan Stanley May 2001 - November 2004
Skills
Asset Management, Wealth Management, Alternative Investments
Education
Boston College 1997 — 2001
Marquette University 1997 — 1998
Incapital June 2014 - Present
Firth Trading January 2010 - June 2014
Goldman Sachs October 2006 - January 2010
Van Kampen Investments November 2004 - October 2006
Morgan Stanley May 2001 - November 2004
Skills
Asset Management, Wealth Management, Alternative Investments
Education
Boston College 1997 — 2001
Marquette University 1997 — 1998
Wonjae Sung Wonjae Sung's Incapital Experience March 2013 - Present
Job Accountant at Incapital
Industry Accounting
Experience
Incapital March 2013 - Present
Bob O Link Golf Club June 2006 - September 2011
Merrill Lynch January 2011 - April 2011
Skills
Financial Modeling, Financial Analysis, Finance, Teamwork, Bloomberg Terminal, Accounting, Financial Reporting, QuickBooks, Microsoft Excel, Financial Accounting, Strategic Financial..., Corporate Finance, Forecasting
Education
DePaul University 2008 — 2011
Accounting and Finance
Lawrence University 2007 — 2008
Incapital March 2013 - Present
Bob O Link Golf Club June 2006 - September 2011
Merrill Lynch January 2011 - April 2011
Skills
Financial Modeling, Financial Analysis, Finance, Teamwork, Bloomberg Terminal, Accounting, Financial Reporting, QuickBooks, Microsoft Excel, Financial Accounting, Strategic Financial..., Corporate Finance, Forecasting
Education
DePaul University 2008 — 2011
Accounting and Finance
Lawrence University 2007 — 2008
Jill E. Ravitz Jill E. Ravitz's Incapital Experience May 2012 - August 2012
Job Implementation Manager II NRCC at Ericsson
Industry Financial Services
Experience
Ericsson April 2014 - January 2015
Ericsson July 2013 - April 2014
BJ Burns Incorporated December 2012 - July 2013
Incapital May 2012 - August 2012
Integrity Life - Western & Southern Financial Group April 2010 - April 2011
Nationwide Financial January 2008 - December 2009
Principal Funds Distributor Inc. (purchased WM Group of Funds) January 2003 - December 2007
Morgan Stanley Dean Witter April 1997 - December 2002
Mesirow Financial January 1997 - March 1997
Raymond James June 1996 - December 1996
Skills
Bloomberg, Licensing, PeopleSoft, Lotus Notes, Software, Mutual Funds, Concur, Series 63, Fixed Annuities, Investments, Retirement Planning, Securities, 401k, Wealth Management, Strategic Financial..., Maps, Retirement, Financial Advisory, Asset Allocation, Asset Managment, Asset Management, CRM
Education
Broward Community College 1992 — 1995
Finance and Business
Ericsson April 2014 - January 2015
Ericsson July 2013 - April 2014
BJ Burns Incorporated December 2012 - July 2013
Incapital May 2012 - August 2012
Integrity Life - Western & Southern Financial Group April 2010 - April 2011
Nationwide Financial January 2008 - December 2009
Principal Funds Distributor Inc. (purchased WM Group of Funds) January 2003 - December 2007
Morgan Stanley Dean Witter April 1997 - December 2002
Mesirow Financial January 1997 - March 1997
Raymond James June 1996 - December 1996
Skills
Bloomberg, Licensing, PeopleSoft, Lotus Notes, Software, Mutual Funds, Concur, Series 63, Fixed Annuities, Investments, Retirement Planning, Securities, 401k, Wealth Management, Strategic Financial..., Maps, Retirement, Financial Advisory, Asset Allocation, Asset Managment, Asset Management, CRM
Education
Broward Community College 1992 — 1995
Finance and Business
Steven Monaco's Incapital Experience May 2013 - August 2014
Job Managing Director Alternatives, Structured Debt, Real Estate, Distressed Assets, Private Equity, Special Situations
Industry Financial Services
Experience
Fairbridge Capital Markets - Phone: 949.610.7248 September 2014 - Present
InCapital May 2013 - August 2014
Newedge March 2011 - September 2012
R.W. Pressprich & Co. 2008 - 2011
GMAC ResCap 2004 - 2007
City National Bank 2002 - 2004
Epolicy.com 2000 - 2002
Skills
ABS, Structured Products, Residential Mortgages, Capital Markets, Structured Finance, Financial Markets, Private Placements, Origination, Economics, Real Estate, Fixed Income, Securities, Investments, Loans, Real Estate Finance, cmbs, MBS, New Business Development, Marketing Strategy, Series 7, Series 24, Internet Services, SEO, Entrepreneur, Entrepreneurship, CMBS, Mortgage Lending, Portfolio Management, Credit, Asset Management, Financial Services, Hedge Funds, Private Equity, Finance, Trading, Alternative Investments, Funding, Financial Risk, Banking, Series 63, Relationship Management, Investment Advisory, Electronic Trading, Credit Derivatives, Equities
Education
Hofstra University
BA, Economics, Cum Laude Graduate
New York University
Real Estate
University of California, Irvine
Internet Marketing
Fairbridge Capital Markets - Phone: 949.610.7248 September 2014 - Present
InCapital May 2013 - August 2014
Newedge March 2011 - September 2012
R.W. Pressprich & Co. 2008 - 2011
GMAC ResCap 2004 - 2007
City National Bank 2002 - 2004
Epolicy.com 2000 - 2002
Skills
ABS, Structured Products, Residential Mortgages, Capital Markets, Structured Finance, Financial Markets, Private Placements, Origination, Economics, Real Estate, Fixed Income, Securities, Investments, Loans, Real Estate Finance, cmbs, MBS, New Business Development, Marketing Strategy, Series 7, Series 24, Internet Services, SEO, Entrepreneur, Entrepreneurship, CMBS, Mortgage Lending, Portfolio Management, Credit, Asset Management, Financial Services, Hedge Funds, Private Equity, Finance, Trading, Alternative Investments, Funding, Financial Risk, Banking, Series 63, Relationship Management, Investment Advisory, Electronic Trading, Credit Derivatives, Equities
Education
Hofstra University
BA, Economics, Cum Laude Graduate
New York University
Real Estate
University of California, Irvine
Internet Marketing
Chantal Heckman's Incapital Experience July 2014 - November 2014
Job
Industry Investment Banking
Experience
Incapital July 2014 - November 2014
Knox College March 2011 - June 2014
Knox College September 2010 - June 2014
At Last Communications May 2014 - May 2014
Knox College September 2010 - October 2013
Harry Caray's Restaurant Group June 2013 - September 2013
Skills
Event Planning, Social Media, Photography, Public Relations, Leadership, Teamwork, Photoshop, Spanish, Fundraising, Advertising, Sports, Microsoft Office, Teaching, Marketing, Public Speaking, Research
Education
Knox College 2010 — 2014
Bachelor's Degree, Double Major in Economics and International Studies, 3.28
University of Barcelona 2013 — 2013
Latin School of Chicago 2006 — 2010
Incapital July 2014 - November 2014
Knox College March 2011 - June 2014
Knox College September 2010 - June 2014
At Last Communications May 2014 - May 2014
Knox College September 2010 - October 2013
Harry Caray's Restaurant Group June 2013 - September 2013
Skills
Event Planning, Social Media, Photography, Public Relations, Leadership, Teamwork, Photoshop, Spanish, Fundraising, Advertising, Sports, Microsoft Office, Teaching, Marketing, Public Speaking, Research
Education
Knox College 2010 — 2014
Bachelor's Degree, Double Major in Economics and International Studies, 3.28
University of Barcelona 2013 — 2013
Latin School of Chicago 2006 — 2010
Sylwia Klepacka Sylwia Klepacka's Incapital Experience March 2015 - Present
Job Senior accountant at Incapital LLC
Industry Financial Services
Experience
Incapital March 2015 - Present
VSA Partners January 2011 - March 2015
Illinois Facilities Fund June 2008 - January 2011
Performics March 2006 - June 2008
Skills
Accounting, Account Reconciliation, Invoicing, Auditing, Bank Reconciliation, Microsoft Excel, Financial Reporting, Journal Entries, Month End Close, Collections, 1099 Preparation, Quarterly Taxes, Expense Reports, OpenAir, Great Plains Software, Microsoft Word, Pivot Tables, Accounts Payable, Variance Explanations, Variance Reports, Employee Training, New Hire Training, Microsoft CRM, Outlook, Access, PowerPoint, FRx, Oracle, Microsoft Dynamics
Education
Roosevelt University 2006 — 2008
Master of Science in Accounting, Accounting
Roosevelt University 2001 — 2005
Bachelor of Science in Business Administration, Finance and Accounting
Incapital March 2015 - Present
VSA Partners January 2011 - March 2015
Illinois Facilities Fund June 2008 - January 2011
Performics March 2006 - June 2008
Skills
Accounting, Account Reconciliation, Invoicing, Auditing, Bank Reconciliation, Microsoft Excel, Financial Reporting, Journal Entries, Month End Close, Collections, 1099 Preparation, Quarterly Taxes, Expense Reports, OpenAir, Great Plains Software, Microsoft Word, Pivot Tables, Accounts Payable, Variance Explanations, Variance Reports, Employee Training, New Hire Training, Microsoft CRM, Outlook, Access, PowerPoint, FRx, Oracle, Microsoft Dynamics
Education
Roosevelt University 2006 — 2008
Master of Science in Accounting, Accounting
Roosevelt University 2001 — 2005
Bachelor of Science in Business Administration, Finance and Accounting
Sara Wehmeyer's Incapital Experience August 2015 - Present
Job Head of Human Resources at Incapital
Industry Investment Banking
Experience
Incapital August 2015 - Present
UBS Wealth Management June 2012 - August 2015
UBS Wealth Management 2009 - July 2012
UBS Wealth Management 2007 - 2009
UBS Wealth Management 2005 - 2007
UBS Wealth Management 2003 - 2005
UBS Wealth Management 2001 - 2003
UBS Wealth Management 1999 - 2001
Skills
Talent Management, Employee Engagement, Human Resources, Recruiting, Personnel Management, Employee Benefits, Wealth Management, Financial Services, Series 7, Succession Planning, Change Management, Series 63, Performance Management, Leadership Development, Equities
Education
Penn State University 1995 — 1999
BA, Public Relations, Business/Economics
Incapital August 2015 - Present
UBS Wealth Management June 2012 - August 2015
UBS Wealth Management 2009 - July 2012
UBS Wealth Management 2007 - 2009
UBS Wealth Management 2005 - 2007
UBS Wealth Management 2003 - 2005
UBS Wealth Management 2001 - 2003
UBS Wealth Management 1999 - 2001
Skills
Talent Management, Employee Engagement, Human Resources, Recruiting, Personnel Management, Employee Benefits, Wealth Management, Financial Services, Series 7, Succession Planning, Change Management, Series 63, Performance Management, Leadership Development, Equities
Education
Penn State University 1995 — 1999
BA, Public Relations, Business/Economics
Bill Carney Bill Carney's Incapital Experience November 2011 - July 2015
Job Senior Vice President Finance at DRE, Inc./Promex Midwest
Industry Investment Banking
Experience
DRE, Inc./Promex Midwest July 2015 - Present
Incapital November 2011 - July 2015
Mesirow Financial August 1989 - October 2011
Nuveen Investments August 1984 - July 1989
Skills
Public Finance, Series 7, Bonds, Fixed Income, Capital Markets
Education
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor of Arts, Economics
DRE, Inc./Promex Midwest July 2015 - Present
Incapital November 2011 - July 2015
Mesirow Financial August 1989 - October 2011
Nuveen Investments August 1984 - July 1989
Skills
Public Finance, Series 7, Bonds, Fixed Income, Capital Markets
Education
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor of Arts, Economics
John D. DesPrez III John D. DesPrez III's Incapital Experience January 2015 - Present
Job CEO at Incapital
Industry Financial Services
Experience
Incapital January 2015 - Present
AARP Services, Inc. September 2014 - Present
Halstatt LLC January 2013 - Present
Manulife Financial May 2009 - May 2010
John Hancock Life Insurance Company (U.S.A.) June 2005 - May 2010
Education
Georgetown University Law Center 1980 — 1983
JD
Harvard College 1974 — 1978
AB, Economics
Hawken School, Cleveland, OH 1970 — 1974
High School
Incapital January 2015 - Present
AARP Services, Inc. September 2014 - Present
Halstatt LLC January 2013 - Present
Manulife Financial May 2009 - May 2010
John Hancock Life Insurance Company (U.S.A.) June 2005 - May 2010
Education
Georgetown University Law Center 1980 — 1983
JD
Harvard College 1974 — 1978
AB, Economics
Hawken School, Cleveland, OH 1970 — 1974
High School
Brian Zdeblick Brian Zdeblick's Incapital Experience August 2014 - Present
Job Incapital Wealth Management Solutions
Industry Financial Services
Experience
Incapital August 2014 - Present
BofI Federal Bank July 2012 - August 2014
ING DIRECT August 2005 - July 2012
ING DIRECT August 2005 - September 2008
Smart Mortgage Access June 2002 - August 2005
Skills
Loans, Mortgage Lending, Risk Management, Banking, Finance, Sales, Mortgage Banking, Business Development, Credit, Selling, New Business Development, Credit Analysis, Wholesale Lending, Account Management, Consultative Selling, Sales Management, Series 7, Mortgage, Correspondent Banking, Series 63, Life Insurance, Licensed to Sell..., Structured Products, Alternative Investments, Unit Investment Trusts, Fixed Annuities, Indexed Annuities
Education
University of Iowa 1998 — 2001
Bachelor, Communications, Business
Wheaton North 1993 — 1997
Incapital August 2014 - Present
BofI Federal Bank July 2012 - August 2014
ING DIRECT August 2005 - July 2012
ING DIRECT August 2005 - September 2008
Smart Mortgage Access June 2002 - August 2005
Skills
Loans, Mortgage Lending, Risk Management, Banking, Finance, Sales, Mortgage Banking, Business Development, Credit, Selling, New Business Development, Credit Analysis, Wholesale Lending, Account Management, Consultative Selling, Sales Management, Series 7, Mortgage, Correspondent Banking, Series 63, Life Insurance, Licensed to Sell..., Structured Products, Alternative Investments, Unit Investment Trusts, Fixed Annuities, Indexed Annuities
Education
University of Iowa 1998 — 2001
Bachelor, Communications, Business
Wheaton North 1993 — 1997
Jonathan Leoniff's Incapital Experience May 2014 - July 2014
Job Corporate Banking Analyst at PNC
Industry Banking
Experience
PNC June 2015 - Present
Iron Container, LLC December 2012 - December 2014
Incapital May 2014 - July 2014
Iron Container, LLC July 2012 - August 2012
PGA Champions Tour - Allianz Championship January 2012 - February 2012
Iron Container, LLC June 2010 - August 2010
A+ Mini Storage June 2009 - August 2009
American Rock Products, LLC June 2008 - August 2008
Skills
Bloomberg Terminal, Microsoft Excel, Investment Management, Financial Analysis, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Sales, Leadership, Event Management
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance & Legal Studies Double Major, Accounting Minor, Magna Cum Laude
Charles University in Prague 2013 — 2013
Western High School 2008 — 2011
PNC June 2015 - Present
Iron Container, LLC December 2012 - December 2014
Incapital May 2014 - July 2014
Iron Container, LLC July 2012 - August 2012
PGA Champions Tour - Allianz Championship January 2012 - February 2012
Iron Container, LLC June 2010 - August 2010
A+ Mini Storage June 2009 - August 2009
American Rock Products, LLC June 2008 - August 2008
Skills
Bloomberg Terminal, Microsoft Excel, Investment Management, Financial Analysis, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Sales, Leadership, Event Management
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance & Legal Studies Double Major, Accounting Minor, Magna Cum Laude
Charles University in Prague 2013 — 2013
Western High School 2008 — 2011
Kasia Zaremba's Incapital Experience 2006 - 2006
Job IT Manager at Allstate Insurance Company
Industry Information Technology and Services
Experience
Allstate Insurance Company September 2014 - Present
Allstate Insurance Company November 2006 - September 2014
Incapital 2006 - 2006
Cision 2004 - 2006
TIAA-CREF 2002 - 2003
Law Offices 1993 - 2002
Education
Roosevelt University 2000 — 2002
Master of Science (M.S.), Information Systems, 4.0 (with Honors)
National-Louis University 1993 — 1998
Bachelor of Arts (B.A.), Business Administration
Allstate Insurance Company September 2014 - Present
Allstate Insurance Company November 2006 - September 2014
Incapital 2006 - 2006
Cision 2004 - 2006
TIAA-CREF 2002 - 2003
Law Offices 1993 - 2002
Education
Roosevelt University 2000 — 2002
Master of Science (M.S.), Information Systems, 4.0 (with Honors)
National-Louis University 1993 — 1998
Bachelor of Arts (B.A.), Business Administration
Dan Santamaria Dan Santamaria's Incapital Experience February 2006 - February 2010
Job CEO at Leale Solutions
Industry Computer Software
Experience
Leale Solutions December 2007 - Present
Incapital February 2006 - February 2010
LaSalle Broker Dealer Services Division October 1997 - February 2006
Precision Therapy International January 1996 - October 1997
Skills
Software Development, SQL, Team Leadership, Organizational..., Spanish, Computer Science, Software Implementation, Software Sales, .NET, C#, Web Development, Web Applications, Website Development, Marinas, Maritime Operations, Agile Methodologies, Software Industry, Databases, Software Project..., Management, Fixed Income, Project Planning, Integration, Project Management, Software Design, SOA, Telecommunications, SDLC, ASP.NET, Software Engineering, Web Services, Microsoft SQL Server, OOP, Scrum, Enterprise Architecture, Visual Studio, WCF, Testing
Education
Florida Atlantic University 1995 — 1998
BA, Computer Science
Leale Solutions December 2007 - Present
Incapital February 2006 - February 2010
LaSalle Broker Dealer Services Division October 1997 - February 2006
Precision Therapy International January 1996 - October 1997
Skills
Software Development, SQL, Team Leadership, Organizational..., Spanish, Computer Science, Software Implementation, Software Sales, .NET, C#, Web Development, Web Applications, Website Development, Marinas, Maritime Operations, Agile Methodologies, Software Industry, Databases, Software Project..., Management, Fixed Income, Project Planning, Integration, Project Management, Software Design, SOA, Telecommunications, SDLC, ASP.NET, Software Engineering, Web Services, Microsoft SQL Server, OOP, Scrum, Enterprise Architecture, Visual Studio, WCF, Testing
Education
Florida Atlantic University 1995 — 1998
BA, Computer Science
John Swenson John Swenson's Incapital Experience June 2014 - Present
Job RVP with Incapital
Industry Investment Management
Experience
Incapital June 2014 - Present
Security Benefit August 2013 - April 2014
AIG SunAmerica/Western National February 2007 - March 2013
Great-West Life January 2006 - February 2007
U.S. Bancorp Asset Management "First American Funds" February 2005 - January 2006
U.S. Bancorp Investments, Inc. February 2003 - February 2005
Gentra Systems 2002 - 2003
U.S. Bancorp Investments, Inc. December 2000 - July 2002
Skills
Series 7, Fixed Annuities, Mutual Funds, Series 63, Investments, Financial Advisory, Variable Annuities, Life Insurance, 401k, Wealth Management, Relationship Management, Financial Services, Retirement Planning, FINRA, Securities, Public Speaking, Training, Building Relationships, Sales Force Development, Alternative Investments, Retirement, Asset Allocation, Series 24, Investment Advisory, Territory Management, Investment Strategies, Insurance, Business Development, Structured Products, Key Account Management
Education
St. Olaf College 1996 — 2000
BA, Biology
Incapital June 2014 - Present
Security Benefit August 2013 - April 2014
AIG SunAmerica/Western National February 2007 - March 2013
Great-West Life January 2006 - February 2007
U.S. Bancorp Asset Management "First American Funds" February 2005 - January 2006
U.S. Bancorp Investments, Inc. February 2003 - February 2005
Gentra Systems 2002 - 2003
U.S. Bancorp Investments, Inc. December 2000 - July 2002
Skills
Series 7, Fixed Annuities, Mutual Funds, Series 63, Investments, Financial Advisory, Variable Annuities, Life Insurance, 401k, Wealth Management, Relationship Management, Financial Services, Retirement Planning, FINRA, Securities, Public Speaking, Training, Building Relationships, Sales Force Development, Alternative Investments, Retirement, Asset Allocation, Series 24, Investment Advisory, Territory Management, Investment Strategies, Insurance, Business Development, Structured Products, Key Account Management
Education
St. Olaf College 1996 — 2000
BA, Biology
John Marone's Incapital Experience November 2012 - Present
Job Regional Vice President at Incapital
Industry Financial Services
Experience
Incapital November 2012 - Present
BBVA Compass August 2002 - November 2012
First Union January 1999 - July 2002
Barnett Bank May 1997 - December 1998
IDS/American Express Financial Advisors November 1991 - May 1997
Skills
Series 7, Wealth Management, Fixed Annuities, Retirement Planning, Series 24, Mutual Funds, Series 63, Series 65, Variable Annuities, Life Insurance, Long-term Care, Securities, Fixed Income, Investments, Public Speaking, Municipal Bonds, Bonds, Financial Services, Structured Products
Education
University of Florida
Incapital November 2012 - Present
BBVA Compass August 2002 - November 2012
First Union January 1999 - July 2002
Barnett Bank May 1997 - December 1998
IDS/American Express Financial Advisors November 1991 - May 1997
Skills
Series 7, Wealth Management, Fixed Annuities, Retirement Planning, Series 24, Mutual Funds, Series 63, Series 65, Variable Annuities, Life Insurance, Long-term Care, Securities, Fixed Income, Investments, Public Speaking, Municipal Bonds, Bonds, Financial Services, Structured Products
Education
University of Florida
Jack Beauchamp's Incapital Experience May 2011 - July 2012
Job Summer Associate at Morgan, Lewis & Bockius LLP
Industry Law Practice
Experience
Clare Locke LLP January 2015 - Present
Morgan, Lewis & Bockius LLP May 2014 - August 2014
Roselli & Associates May 2013 - July 2013
Incapital May 2011 - July 2012
Pi Kappa Alpha, Alpha Eta Chapter August 2010 - May 2012
Education
Georgetown University Law Center 2012 — 2015
Doctor of Law (JD)
University of Florida 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Finance
St. Thomas Aquinas High School 2004 — 2008
Clare Locke LLP January 2015 - Present
Morgan, Lewis & Bockius LLP May 2014 - August 2014
Roselli & Associates May 2013 - July 2013
Incapital May 2011 - July 2012
Pi Kappa Alpha, Alpha Eta Chapter August 2010 - May 2012
Education
Georgetown University Law Center 2012 — 2015
Doctor of Law (JD)
University of Florida 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Finance
St. Thomas Aquinas High School 2004 — 2008
Andrew Geiger's Incapital Experience September 2012 - September 2014
Job Research Analyst
Industry Financial Services
Experience
Ellwood Associates October 2014 - Present
Incapital September 2012 - September 2014
Waddell & Reed September 2011 - January 2012
2010 Capital Tire, Inc April 2009 - August 2010
2009 Capital Tire, Inc April 2007 - August 2010
Skills
Financial Analysis, PowerPoint, Excel, Microsoft Excel, Investments, Finance, Management, Wealth Management, Financial Modeling, Microsoft Office, Microsoft Word, Leadership, Sales, Customer Service, Bloomberg
Education
Miami University 2007 — 2011
BS in Business, Finance
St. Francis De Sales High School 2004 — 2007
Ellwood Associates October 2014 - Present
Incapital September 2012 - September 2014
Waddell & Reed September 2011 - January 2012
2010 Capital Tire, Inc April 2009 - August 2010
2009 Capital Tire, Inc April 2007 - August 2010
Skills
Financial Analysis, PowerPoint, Excel, Microsoft Excel, Investments, Finance, Management, Wealth Management, Financial Modeling, Microsoft Office, Microsoft Word, Leadership, Sales, Customer Service, Bloomberg
Education
Miami University 2007 — 2011
BS in Business, Finance
St. Francis De Sales High School 2004 — 2007
Heidy Adalgiza Garcia Heidy Adalgiza Garcia's Incapital Experience September 2011 - March 2013
Job Office Assistant at Incapital
Industry Investment Banking
Experience
Incapital September 2011 - March 2013
Universidad Popular June 2010 - September 2010
123 Wireless July 2008 - November 2008
Education
Moraine Valley Community College 2011 — 2013
Associate's degree, Business Administration
Incapital September 2011 - March 2013
Universidad Popular June 2010 - September 2010
123 Wireless July 2008 - November 2008
Education
Moraine Valley Community College 2011 — 2013
Associate's degree, Business Administration
Sean Samson Sean Samson's Incapital Experience June 2012 - December 2012
Job CT Analytics Analyst at BNY Mellon
Industry Banking
Experience
BNY Mellon February 2015 - Present
Invesco US February 2014 - February 2015
Enterprise Rent-A-Car May 2013 - August 2013
Incapital June 2012 - December 2012
Thistle Asset Consulting June 2011 - June 2012
Pi Kappa Alpha Kappa Mu Chapter September 2011 - May 2012
Broward County Parks and Recreation April 2006 - August 2009
Skills
PowerPoint, Microsoft Excel, Leadership, Teamwork, Financial Analysis, Critical Thinking, Microsoft Office, Research, Team Leadership, Microsoft Word, Strategic Planning, Project Management, Finance, Valuation, Data Analysis
Education
Florida International University 2007 — 2013
Bachelor of Arts (BA), Finance
University of Waterloo 2009 — 2012
No Degree, Mathematics, Minor in Economics
BNY Mellon February 2015 - Present
Invesco US February 2014 - February 2015
Enterprise Rent-A-Car May 2013 - August 2013
Incapital June 2012 - December 2012
Thistle Asset Consulting June 2011 - June 2012
Pi Kappa Alpha Kappa Mu Chapter September 2011 - May 2012
Broward County Parks and Recreation April 2006 - August 2009
Skills
PowerPoint, Microsoft Excel, Leadership, Teamwork, Financial Analysis, Critical Thinking, Microsoft Office, Research, Team Leadership, Microsoft Word, Strategic Planning, Project Management, Finance, Valuation, Data Analysis
Education
Florida International University 2007 — 2013
Bachelor of Arts (BA), Finance
University of Waterloo 2009 — 2012
No Degree, Mathematics, Minor in Economics
James Cadogan's Incapital Experience June 2012 - August 2013
Job Medical Account Executive
Industry Information Technology and Services
Experience
EBSCO Information Services January 2015 - Present
EBSCO Information Services July 2014 - December 2014
Incapital June 2012 - August 2013
Nor'easter Baseball Clinic June 2010 - June 2012
Skills
Bloomberg, Structured Products, Capital Markets, Financial Modeling, Corporate Finance, Microsoft Office, Microsoft Excel, Microsoft Word, Photoshop, Facebook, Twitter, Instagram, Salesforce.com, Finance, PowerPoint, Social Media
Education
Clark University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, 3.41 GPA
Clark University 2009 — 2013
Bachelor's degree, Cum Laude, Business Administration and Management, General
Ipswich High School 2005 — 2009
EBSCO Information Services January 2015 - Present
EBSCO Information Services July 2014 - December 2014
Incapital June 2012 - August 2013
Nor'easter Baseball Clinic June 2010 - June 2012
Skills
Bloomberg, Structured Products, Capital Markets, Financial Modeling, Corporate Finance, Microsoft Office, Microsoft Excel, Microsoft Word, Photoshop, Facebook, Twitter, Instagram, Salesforce.com, Finance, PowerPoint, Social Media
Education
Clark University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, 3.41 GPA
Clark University 2009 — 2013
Bachelor's degree, Cum Laude, Business Administration and Management, General
Ipswich High School 2005 — 2009
Jonathan Tomberlin's Incapital Experience June 2012 - August 2012
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2013 - Present
Incapital June 2012 - August 2012
Indiana University August 2011 - December 2011
Skills
Analytics, Valuation, Mathematics, Microsoft Excel
Education
Indiana University - Kelley School of Business 2009 — 2013
BS, Finance
SunTrust Robinson Humphrey July 2013 - Present
Incapital June 2012 - August 2012
Indiana University August 2011 - December 2011
Skills
Analytics, Valuation, Mathematics, Microsoft Excel
Education
Indiana University - Kelley School of Business 2009 — 2013
BS, Finance
Gerald Jablonski Gerald Jablonski's Incapital Experience September 2009 - September 2011
Job Fixed Income Sales and Management
Industry Financial Services
Experience
Incapital September 2009 - September 2011
Countrywide Securities Corporation January 2003 - August 2008
Morgan Stanley March 1987 - February 2003
Education
The University of Chicago Booth School of Business 1983 — 1984
MBA, Finance
University of Notre Dame 1977 — 1981
BS, Electrical Engineering
Incapital September 2009 - September 2011
Countrywide Securities Corporation January 2003 - August 2008
Morgan Stanley March 1987 - February 2003
Education
The University of Chicago Booth School of Business 1983 — 1984
MBA, Finance
University of Notre Dame 1977 — 1981
BS, Electrical Engineering
Brandon Laczkowski, AAMS Brandon Laczkowski, AAMS's Incapital Experience August 2014 - Present
Job Internal Wholesaler at Incapital
Industry Financial Services
Experience
Incapital August 2014 - Present
Quicken Loans August 2013 - July 2014
Raymond James October 2011 - August 2013
RJFS May 2011 - October 2011
Hantz Group October 2010 - April 2011
Skills
series 7, series 66, life and health..., Variable Annuities, Investments, Securities, Strategic Financial..., Retirement Planning, Accredited Asset..., Wealth Management, Uniform Combined State..., Investment Advisory, Portfolio Management, Series 7
Education
Michigan State University
BA, Economics w/ Business Cognate
Incapital August 2014 - Present
Quicken Loans August 2013 - July 2014
Raymond James October 2011 - August 2013
RJFS May 2011 - October 2011
Hantz Group October 2010 - April 2011
Skills
series 7, series 66, life and health..., Variable Annuities, Investments, Securities, Strategic Financial..., Retirement Planning, Accredited Asset..., Wealth Management, Uniform Combined State..., Investment Advisory, Portfolio Management, Series 7
Education
Michigan State University
BA, Economics w/ Business Cognate
Robby Rudnick Robby Rudnick's Incapital Experience October 2006 - January 2014
Job Fixed Income Capital Markets
Industry Investment Banking
Experience
Incapital October 2006 - January 2014
Countrywide Securities Capital Markets February 2003 - August 2006
TD Waterhouse Investment Services April 1997 - January 2002
Skills
Bonds, Sales, Fixed Income, Corporates, Securities, Public Speaking, Investments, Negotiation, Series 63, Alternative Stuctured..., Corporate Bonds, Series 7, Portfolio Management, Capital Markets, Equities, Bloomberg, Government Agency Bonds, Certificates Of Deposit, Prefered Securities, Broker Dealer..., Deal Structuring, Municipal Bonds, US Treasuries, Structured Products, Alternative Investments, Mutual Funds, Unit Investment Trusts
Education
University of Florida
University of North Florida
Incapital October 2006 - January 2014
Countrywide Securities Capital Markets February 2003 - August 2006
TD Waterhouse Investment Services April 1997 - January 2002
Skills
Bonds, Sales, Fixed Income, Corporates, Securities, Public Speaking, Investments, Negotiation, Series 63, Alternative Stuctured..., Corporate Bonds, Series 7, Portfolio Management, Capital Markets, Equities, Bloomberg, Government Agency Bonds, Certificates Of Deposit, Prefered Securities, Broker Dealer..., Deal Structuring, Municipal Bonds, US Treasuries, Structured Products, Alternative Investments, Mutual Funds, Unit Investment Trusts
Education
University of Florida
University of North Florida
Brendan Loftus's Incapital Experience June 2015 - August 2015
Job Summer Intern Associate, Wealth Management Solutions at Incapital
Industry Financial Services
Experience
Incapital June 2015 - August 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Morgan Stanley April 2013 - August 2013
Summer Discovery May 2010 - August 2010
Quantum Learning Network August 2008 - August 2008
Skills
Finance, Equities, Bloomberg Terminal, Portfolio Management, Investments, Stock Trading, PowerPoint, Digital Photography, Market Research, Public Relations, Wealth Management, Stock Market, Financial Services, New Business Development, Microsoft Excel, Thompson One, Long-term Customer..., Customer Service, Social Media, Critical Thinking, Student Leadership, Team Management, Photoshop, Mobile Technology, Technology, Financial Statement...
Education
Villanova University 2012 — 2016
Bachelor of Science (BS), Finance and Economics Double Major, Accounting Minor, With Honors
University of Cambridge 2013 — 2014
Study Abroad, Philosophy, Politics, & Economics, Received a grade of "A-" or better in all courses
Montini Catholic High School 2008 — 2012
High School Diploma
Incapital June 2015 - August 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Morgan Stanley April 2013 - August 2013
Summer Discovery May 2010 - August 2010
Quantum Learning Network August 2008 - August 2008
Skills
Finance, Equities, Bloomberg Terminal, Portfolio Management, Investments, Stock Trading, PowerPoint, Digital Photography, Market Research, Public Relations, Wealth Management, Stock Market, Financial Services, New Business Development, Microsoft Excel, Thompson One, Long-term Customer..., Customer Service, Social Media, Critical Thinking, Student Leadership, Team Management, Photoshop, Mobile Technology, Technology, Financial Statement...
Education
Villanova University 2012 — 2016
Bachelor of Science (BS), Finance and Economics Double Major, Accounting Minor, With Honors
University of Cambridge 2013 — 2014
Study Abroad, Philosophy, Politics, & Economics, Received a grade of "A-" or better in all courses
Montini Catholic High School 2008 — 2012
High School Diploma
Richard Powers Richard Powers's Incapital Experience February 2015 - Present
Job Vice President, Institutional Fixed Income Sales at Incapital
Industry Financial Services
Experience
Incapital February 2015 - Present
Hapoalim Securities USA January 2014 - September 2014
BNY Mellon January 2008 - August 2013
TD Ameritrade February 2005 - April 2006
Skills
Fixed Income, Bloomberg, Equities, Capital Markets, Securities, Investments, Banking, Series 7, Financial Markets, Financial Analysis, Derivatives, Portfolio Management, Series 63, Bonds, Bloomberg Terminal, Financial Services, FINRA, Middle Office, Options
Education
Siena College 1999 — 2003
BS, Finance, General
Massapequa High 1995 — 1999
Incapital February 2015 - Present
Hapoalim Securities USA January 2014 - September 2014
BNY Mellon January 2008 - August 2013
TD Ameritrade February 2005 - April 2006
Skills
Fixed Income, Bloomberg, Equities, Capital Markets, Securities, Investments, Banking, Series 7, Financial Markets, Financial Analysis, Derivatives, Portfolio Management, Series 63, Bonds, Bloomberg Terminal, Financial Services, FINRA, Middle Office, Options
Education
Siena College 1999 — 2003
BS, Finance, General
Massapequa High 1995 — 1999
Dave Herron Dave Herron's Incapital Experience December 2014 - Present
Job Regional Vice President Incapital
Industry Financial Services
Experience
Incapital December 2014 - Present
Sterling Capital Management LLC January 2004 - June 2014
Skills
Microsoft Excel, Customer Service, Strategic Planning, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Budgets, Mutual Funds, Research, Investments, English, Negotiation, Public Speaking, Portfolio Management, Sales, Financial Analysis, Marketing Strategy, Banking, Marketing, Fixed Income, Equities, Business Development, Risk Management, Finance, Insurance
Education
The Ohio State University 1990 — 1996
Bachelor of Applied Science (B.A.Sc.), Marketing/Marketing Management, General
Incapital December 2014 - Present
Sterling Capital Management LLC January 2004 - June 2014
Skills
Microsoft Excel, Customer Service, Strategic Planning, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Budgets, Mutual Funds, Research, Investments, English, Negotiation, Public Speaking, Portfolio Management, Sales, Financial Analysis, Marketing Strategy, Banking, Marketing, Fixed Income, Equities, Business Development, Risk Management, Finance, Insurance
Education
The Ohio State University 1990 — 1996
Bachelor of Applied Science (B.A.Sc.), Marketing/Marketing Management, General
Jessie Marino Jessie Marino's Incapital Experience May 2011 - Present
Job Executive Assistant at Incapital
Industry Investment Banking
Experience
Incapital May 2011 - Present
Education
Clemson University - College of Business and Behavioral Science 2004 — 2008
Bachelor's Degree, Marketing
Incapital May 2011 - Present
Education
Clemson University - College of Business and Behavioral Science 2004 — 2008
Bachelor's Degree, Marketing
Grace Cao Grace Cao's Incapital Experience June 2015 - August 2015
Job JDMBA Candidate at Northwestern Law and Kellogg School of Management
Industry Management Consulting
Experience
Northwestern Law and Kellogg School of Management August 2014 - Present
Incapital June 2015 - August 2015
Biogen February 2014 - July 2014
Deloitte Consulting July 2010 - February 2014
Fuqua School of Business February 2008 - May 2010
U.S. Department of State June 2009 - August 2009
Skills
French, Mandarin, Russian, Financial Modeling, Management Consulting, Data Analysis, Analytics, Strategic Consulting, Financial Analysis, Business Strategy, Strategy, Consulting
Education
Northwestern University - Kellogg School of Management 2014 — 2017
Master of Business Administration (MBA)
Northwestern University School of Law 2014 — 2017
Doctor of Law (JD)
Duke University 2006 — 2010
Bachelor's, Public Policy, Political Science, Markets and Management
Northwestern Law and Kellogg School of Management August 2014 - Present
Incapital June 2015 - August 2015
Biogen February 2014 - July 2014
Deloitte Consulting July 2010 - February 2014
Fuqua School of Business February 2008 - May 2010
U.S. Department of State June 2009 - August 2009
Skills
French, Mandarin, Russian, Financial Modeling, Management Consulting, Data Analysis, Analytics, Strategic Consulting, Financial Analysis, Business Strategy, Strategy, Consulting
Education
Northwestern University - Kellogg School of Management 2014 — 2017
Master of Business Administration (MBA)
Northwestern University School of Law 2014 — 2017
Doctor of Law (JD)
Duke University 2006 — 2010
Bachelor's, Public Policy, Political Science, Markets and Management
Anthony Czarnik's Incapital Experience June 2013 - June 2013
Job President of Operations at Intrinsic Marketing LLC
Industry Information Technology and Services
Experience
Intrinsic Marketing LLC July 2015 - Present
Allstate January 2015 - Present
Level10 July 2013 - December 2014
Incapital June 2013 - June 2013
Walgreens July 2012 - May 2013
JPMorgan Chase January 2010 - March 2013
Skills
Information Technology, Resource Management, Technical Writing, Technical Analysis, Data Analysis, Networking, Wireless Networking, Continuous Integration, Network Deployment, Maintenance & Repair, POS, Remote Desktop, Process Improvement, Service Desk, Active Directory, Microsoft Office, Vendor Management, Help Desk Implementation, Software Installation, System Deployment, Disaster Recovery, Help Desk Support, Desktop Support..., Desktop Deployment, Low Voltage Wiring, Technical Staff..., IT Project..., Remote Troubleshooting, Break Fix, Windows Command Line, Project Staffing, Internet Staffing, Data Mining, IT Project & Program..., Low Voltage, Technical Support, Troubleshooting
Education
Harper College 2011 — 2013
Business Administration, Business Administration and Management, General; Economics
Intrinsic Marketing LLC July 2015 - Present
Allstate January 2015 - Present
Level10 July 2013 - December 2014
Incapital June 2013 - June 2013
Walgreens July 2012 - May 2013
JPMorgan Chase January 2010 - March 2013
Skills
Information Technology, Resource Management, Technical Writing, Technical Analysis, Data Analysis, Networking, Wireless Networking, Continuous Integration, Network Deployment, Maintenance & Repair, POS, Remote Desktop, Process Improvement, Service Desk, Active Directory, Microsoft Office, Vendor Management, Help Desk Implementation, Software Installation, System Deployment, Disaster Recovery, Help Desk Support, Desktop Support..., Desktop Deployment, Low Voltage Wiring, Technical Staff..., IT Project..., Remote Troubleshooting, Break Fix, Windows Command Line, Project Staffing, Internet Staffing, Data Mining, IT Project & Program..., Low Voltage, Technical Support, Troubleshooting
Education
Harper College 2011 — 2013
Business Administration, Business Administration and Management, General; Economics
Andrew Tornetta Andrew Tornetta's Incapital Experience August 2014 - Present
Job Wholesaler at Incapital
Industry Financial Services
Experience
Incapital August 2014 - Present
Prudential Financial March 2008 - September 2014
Skills
Series 6, Series 63, Mutual Funds, Fixed Annuities, Variable Annuities, Separately Managed..., Retirement Planning, 401k, Retirement, Investments, Insurance, Financial Services, Securities, Asset Allocation, Life Insurance, Alternative Investments, Financial Planning, Series 7, Wealth Management, FINRA, IRAs, Relationship Management, Equities, Investment Strategies, Sales, Fixed Income, Financial Advisory, Leadership, Marketing
Education
Temple University - Fox School of Business and Management 2000 — 2003
Indiana University of Pennsylvania 1999 — 2000
Incapital August 2014 - Present
Prudential Financial March 2008 - September 2014
Skills
Series 6, Series 63, Mutual Funds, Fixed Annuities, Variable Annuities, Separately Managed..., Retirement Planning, 401k, Retirement, Investments, Insurance, Financial Services, Securities, Asset Allocation, Life Insurance, Alternative Investments, Financial Planning, Series 7, Wealth Management, FINRA, IRAs, Relationship Management, Equities, Investment Strategies, Sales, Fixed Income, Financial Advisory, Leadership, Marketing
Education
Temple University - Fox School of Business and Management 2000 — 2003
Indiana University of Pennsylvania 1999 — 2000
Browning, John Certified Senior Advisor Browning, John Certified Senior Advisor's Incapital Experience May 2011 - Present
Job Managing Director Incapital & Owner Home Helpers
Industry Financial Services
Experience
Home Helpers of Barrington September 2012 - Present
Incapital May 2011 - Present
Infotechnics LLC October 2005 - Present
Trinergy LLC 2004 - April 2013
CEIF 2003 - April 2012
GUGGENHEIM FUNDS DISTRIBUTORS INC. April 2010 - May 2011
PowerShares May 2009 - April 2010
Evangelical Child and Family Agency 2007 - 2010
Van Kampen Funds August 1991 - January 2009
Van Kampen Investments August 1991 - January 2009
Skills
Investment Strategies, Risk Management, Trading, Negotiation, Teaching, Investments, Equities, Municipal Bonds, Portfolio Management, Unit Trusts, ETFs, Public Speaking, Series 7, Series 24, Series 63, Fixed Income Analysis, Asset Allocation, Asset Managment, Fixed Income, Customer Service, Mutual Funds, Asset Management, Securities, Leadership, Valuation, Organizational..., Strategic Planning, Reorganization, High Yield Bonds, Fixed Income Portfolio..., Certified Senior Adviser, Alzheimer's Care, Fall Prevention, Senior Services, Long-term Care, Rehabilitation, Geriatric Rehabilitation, Long Term Care Insurance, Writing, Rheumatoid Arthritis, Bonds, Investment Advisory, International Economics, International Investment, Investment Management, Wealth Management, Options, Financial Markets, Executive Management, Retirement Planning
Education
Northern Illinois University 1995 — 1998
MBA, Finance
Cedarville University 1987 — 1991
BA, Business Admin Finance & Mgmt
Home Helpers of Barrington September 2012 - Present
Incapital May 2011 - Present
Infotechnics LLC October 2005 - Present
Trinergy LLC 2004 - April 2013
CEIF 2003 - April 2012
GUGGENHEIM FUNDS DISTRIBUTORS INC. April 2010 - May 2011
PowerShares May 2009 - April 2010
Evangelical Child and Family Agency 2007 - 2010
Van Kampen Funds August 1991 - January 2009
Van Kampen Investments August 1991 - January 2009
Skills
Investment Strategies, Risk Management, Trading, Negotiation, Teaching, Investments, Equities, Municipal Bonds, Portfolio Management, Unit Trusts, ETFs, Public Speaking, Series 7, Series 24, Series 63, Fixed Income Analysis, Asset Allocation, Asset Managment, Fixed Income, Customer Service, Mutual Funds, Asset Management, Securities, Leadership, Valuation, Organizational..., Strategic Planning, Reorganization, High Yield Bonds, Fixed Income Portfolio..., Certified Senior Adviser, Alzheimer's Care, Fall Prevention, Senior Services, Long-term Care, Rehabilitation, Geriatric Rehabilitation, Long Term Care Insurance, Writing, Rheumatoid Arthritis, Bonds, Investment Advisory, International Economics, International Investment, Investment Management, Wealth Management, Options, Financial Markets, Executive Management, Retirement Planning
Education
Northern Illinois University 1995 — 1998
MBA, Finance
Cedarville University 1987 — 1991
BA, Business Admin Finance & Mgmt
Srikanth Kondapally's Incapital Experience February 2012 - July 2015
Job Senior Developer at XCentium
Industry Information Technology and Services
Experience
XCentium July 2015 - Present
Incapital February 2012 - July 2015
Level 3 Communications 2011 - 2012
Education
Northern Illinois University 2008 — 2010
Master of Science (M.S.)
Visvesvaraya Technological University 2003 — 2007
Bachelor of Engineering (BE)
St. Anthony's High School
XCentium July 2015 - Present
Incapital February 2012 - July 2015
Level 3 Communications 2011 - 2012
Education
Northern Illinois University 2008 — 2010
Master of Science (M.S.)
Visvesvaraya Technological University 2003 — 2007
Bachelor of Engineering (BE)
St. Anthony's High School
Geoffrey Sebold Geoffrey Sebold's Incapital Experience December 2012 - January 2015
Job Investment Advisor / Retirement Consultant at Retirement Benefits Group
Industry Financial Services
Experience
Retirement Benefits Group April 2015 - Present
Incapital December 2012 - January 2015
CRG Asset Management August 2007 - November 2012
WealthHarbor Capital Group September 2000 - August 2007
Education
Loyola Marymount University 1992 — 1995
MBA, Finance and International Business
Roanoke College 1977 — 1981
Bachelor of Business Administration (B.B.A.), Business
Retirement Benefits Group April 2015 - Present
Incapital December 2012 - January 2015
CRG Asset Management August 2007 - November 2012
WealthHarbor Capital Group September 2000 - August 2007
Education
Loyola Marymount University 1992 — 1995
MBA, Finance and International Business
Roanoke College 1977 — 1981
Bachelor of Business Administration (B.B.A.), Business
Debbie Chrisman Debbie Chrisman's Incapital Experience March 2008 - Present
Job Vice President at Incapital
Industry Investment Banking
Experience
Incapital March 2008 - Present
LaSalle Bank 1986 - 2008
Skills
Bonds, Bloomberg, Capital Markets, Fixed Income, Series 63, Structured Products, Business Strategy, Series 24, Securities, Series 7, MBS, Equities, Strategic Planning, Alternative Investments, FINRA, Investments, Derivatives, Investment Banking, Portfolio Management
Education
Miami Dade College
Accounting
Incapital March 2008 - Present
LaSalle Bank 1986 - 2008
Skills
Bonds, Bloomberg, Capital Markets, Fixed Income, Series 63, Structured Products, Business Strategy, Series 24, Securities, Series 7, MBS, Equities, Strategic Planning, Alternative Investments, FINRA, Investments, Derivatives, Investment Banking, Portfolio Management
Education
Miami Dade College
Accounting
Ryan van Weezel AIF®,CRPC ®'s Incapital Experience August 2014 - Present
Job Regional Vice President at Incapital
Industry Financial Services
Experience
Incapital August 2014 - Present
Realty Capital Securities September 2013 - August 2014
John Hancock February 2008 - October 2013
John Hancock/ Wood Logan January 2005 - 2008
John Hancock/ Wood Logan March 2006 - February 2007
John Hancock January 2005 - March 2006
Skills
Sales Operations, Mutual Funds, Series 7, Business Development, Sales, Financial Services, Investments, Leadership, Retirement Planning, Sales Presentations, Retirement, Fixed Annuities, Asset Allocation, Series 63, Wealth Management, Financial Analysis, Competitive Analysis, 529 Plans, Finance, Series 6, IRAs, Life Insurance
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2010
Master of Business Administration (M.B.A.), Executive Leadership
Johnson & Wales University 2000 — 2004
Bachelor of Science, Marketing; Sales
Foxborough High 1996 — 2000
Incapital August 2014 - Present
Realty Capital Securities September 2013 - August 2014
John Hancock February 2008 - October 2013
John Hancock/ Wood Logan January 2005 - 2008
John Hancock/ Wood Logan March 2006 - February 2007
John Hancock January 2005 - March 2006
Skills
Sales Operations, Mutual Funds, Series 7, Business Development, Sales, Financial Services, Investments, Leadership, Retirement Planning, Sales Presentations, Retirement, Fixed Annuities, Asset Allocation, Series 63, Wealth Management, Financial Analysis, Competitive Analysis, 529 Plans, Finance, Series 6, IRAs, Life Insurance
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2010
Master of Business Administration (M.B.A.), Executive Leadership
Johnson & Wales University 2000 — 2004
Bachelor of Science, Marketing; Sales
Foxborough High 1996 — 2000
Quinn Ricketts's Incapital Experience May 2015 - August 2015
Job Intern at Incapital
Industry
Experience
Incapital May 2015 - August 2015
1871 June 2014 - August 2014
Michigan Shores Club September 2013 - January 2014
Wilmette Park District 2013 - 2014
Incapital June 2012 - August 2012
Skills
PowerPoint, Leadership, Social Media, Microsoft Excel, Public Speaking, Microsoft Office, Teamwork, Microsoft Word, Time Management, Customer Service, Bloomberg
Education
Indiana University Bloomington 2014 — 2018
New Trier High School 2010 — 2014
Incapital May 2015 - August 2015
1871 June 2014 - August 2014
Michigan Shores Club September 2013 - January 2014
Wilmette Park District 2013 - 2014
Incapital June 2012 - August 2012
Skills
PowerPoint, Leadership, Social Media, Microsoft Excel, Public Speaking, Microsoft Office, Teamwork, Microsoft Word, Time Management, Customer Service, Bloomberg
Education
Indiana University Bloomington 2014 — 2018
New Trier High School 2010 — 2014
Andrew Sioson Andrew Sioson's Incapital Experience January 2010 - August 2010
Job AttorneyAdvisor at U.S. Securities and Exchange Commission
Industry Law Practice
Experience
U.S. Securities and Exchange Commission May 2015 - Present
Proskauer Rose LLP 2013 - 2015
Proskauer Rose LLP May 2012 - July 2012
US Securities and Exchange Commission June 2011 - August 2011
Incapital January 2010 - August 2010
My College Storage 2009 - 2010
Blackman Kallick 2008 - 2009
KPMG US 2007 - 2008
Skills
Business Development, Accounting, Litigation, Due Diligence, Corporate Law, Mergers & Acquisitions, Legal Writing, Research, Auditing
Education
University of California, Berkeley - School of Law
University of Illinois at Urbana-Champaign
U.S. Securities and Exchange Commission May 2015 - Present
Proskauer Rose LLP 2013 - 2015
Proskauer Rose LLP May 2012 - July 2012
US Securities and Exchange Commission June 2011 - August 2011
Incapital January 2010 - August 2010
My College Storage 2009 - 2010
Blackman Kallick 2008 - 2009
KPMG US 2007 - 2008
Skills
Business Development, Accounting, Litigation, Due Diligence, Corporate Law, Mergers & Acquisitions, Legal Writing, Research, Auditing
Education
University of California, Berkeley - School of Law
University of Illinois at Urbana-Champaign
Chuck Farrell Chuck Farrell's Incapital Experience December 2011 - Present
Job VP Strategic Initiatives at Incapital
Industry Investment Banking
Experience
Incapital December 2011 - Present
ECI Telecom, Inc January 2009 - December 2011
ECI Telecom, Inc. November 2006 - December 2008
Caspian June 2005 - June 2006
UTStarcom July 2002 - March 2005
CopperCom July 2000 - June 2002
Cisco Systems June 1999 - July 2000
Forell/Elsesser Engineers 1992 - 1997
Skills
Sales Operations, Contract Negotiation, Financial Modeling, Sales Compensation, Product Management, Start-ups, Business Development, Strategic Partnerships, Product Marketing, Business Strategy, Strategic Planning, Competitive Analysis, Team Leadership, Forecasting, Project Management, Due Diligence, Mergers & Acquisitions, Management, International Sales, Series 7, Series 63, Cross-functional Team..., Leadership, Sales Management
Education
University of California, Berkeley, Haas School of Business 1998 — 2000
MBA, Finance / Marketing
Cornell University 1983 — 1990
BS/MS, Civil/Structural Engineering
Incapital December 2011 - Present
ECI Telecom, Inc January 2009 - December 2011
ECI Telecom, Inc. November 2006 - December 2008
Caspian June 2005 - June 2006
UTStarcom July 2002 - March 2005
CopperCom July 2000 - June 2002
Cisco Systems June 1999 - July 2000
Forell/Elsesser Engineers 1992 - 1997
Skills
Sales Operations, Contract Negotiation, Financial Modeling, Sales Compensation, Product Management, Start-ups, Business Development, Strategic Partnerships, Product Marketing, Business Strategy, Strategic Planning, Competitive Analysis, Team Leadership, Forecasting, Project Management, Due Diligence, Mergers & Acquisitions, Management, International Sales, Series 7, Series 63, Cross-functional Team..., Leadership, Sales Management
Education
University of California, Berkeley, Haas School of Business 1998 — 2000
MBA, Finance / Marketing
Cornell University 1983 — 1990
BS/MS, Civil/Structural Engineering
Gabriela Caceres Gabriela Caceres's Incapital Experience 2002 - 2003
Job Principal at BMGI
Industry Financial Services
Experience
BMGI 2013 - Present
Western Union 2010 - 2012
Western Union 2006 - 2010
MapQuest.com 2004 - 2006
Incapital 2002 - 2003
Skills
Process Improvement, Financial Modeling, Operational Excellence, Negotiation, Coaching, Training, Project Management, International Project..., Strategy, Mergers & Acquisitions, Leadership
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Wellesley College 1989 — 1993
BA, Political Science, Geology
BMGI 2013 - Present
Western Union 2010 - 2012
Western Union 2006 - 2010
MapQuest.com 2004 - 2006
Incapital 2002 - 2003
Skills
Process Improvement, Financial Modeling, Operational Excellence, Negotiation, Coaching, Training, Project Management, International Project..., Strategy, Mergers & Acquisitions, Leadership
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Wellesley College 1989 — 1993
BA, Political Science, Geology
Andrew Abe Andrew Abe's Incapital Experience August 2015 - Present
Job Internal Wholesaler at Incapital
Industry Investment Management
Experience
Incapital August 2015 - Present
Nuveen Investments April 2013 - August 2015
Stifel Financial Corp. May 2012 - March 2013
Follett Higher Education Group, North Central College Bookstore January 2008 - July 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Financial Analysis, Financial Modeling, Investments, Bloomberg, Valuation, Disciplined, Result Oriented, Accounting, Forecasting, Sales
Education
Hope College 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Naperville North High School 2004 — 2008
Diploma
Incapital August 2015 - Present
Nuveen Investments April 2013 - August 2015
Stifel Financial Corp. May 2012 - March 2013
Follett Higher Education Group, North Central College Bookstore January 2008 - July 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Financial Analysis, Financial Modeling, Investments, Bloomberg, Valuation, Disciplined, Result Oriented, Accounting, Forecasting, Sales
Education
Hope College 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Naperville North High School 2004 — 2008
Diploma
ELIANA ALICKOLLI ELIANA ALICKOLLI's Incapital Experience July 2013 - Present
Job Accountant
Industry Accounting
Experience
Incapital July 2013 - Present
Frontier Communications 2011 - 2011
Bozzuto's December 2009 - November 2010
Charter Communications June 2007 - July 2008
Thomaston Savings Bank May 2006 - September 2006
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Financial Accounting, Financial Reporting, Tax, Auditing, Accounts Receivable
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor's degree/ Minor in Law, Accounting, Graduate
Incapital July 2013 - Present
Frontier Communications 2011 - 2011
Bozzuto's December 2009 - November 2010
Charter Communications June 2007 - July 2008
Thomaston Savings Bank May 2006 - September 2006
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Financial Accounting, Financial Reporting, Tax, Auditing, Accounts Receivable
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor's degree/ Minor in Law, Accounting, Graduate
Michael Chudacoff's Incapital Experience June 2011 - August 2011
Job CRE Credit Analyst II at TD
Industry Financial Services
Experience
TD August 2014 - Present
Wintrust Financial July 2012 - July 2014
University of Rochester August 2008 - May 2012
Meliora Capital Management, LLC February 2010 - April 2012
Incapital June 2011 - August 2011
Club Champion LLC May 2010 - August 2010
Gift of Adoption Fund May 2010 - August 2010
Midwest Truck & Auto Parts May 2009 - August 2009
Skills
Microsoft Office, PowerPoint, Financial Statement..., Underwriting, Risk Assessment, Excel, Word, Credit Analysis, Bloomberg Terminal, Financial Modeling, Microsoft Excel, Research, Microsoft Word, Sales
Education
University of Rochester 2008 — 2012
Bachelor of Arts (B.A.), Economics
New Trier High School 2004 — 2008
TD August 2014 - Present
Wintrust Financial July 2012 - July 2014
University of Rochester August 2008 - May 2012
Meliora Capital Management, LLC February 2010 - April 2012
Incapital June 2011 - August 2011
Club Champion LLC May 2010 - August 2010
Gift of Adoption Fund May 2010 - August 2010
Midwest Truck & Auto Parts May 2009 - August 2009
Skills
Microsoft Office, PowerPoint, Financial Statement..., Underwriting, Risk Assessment, Excel, Word, Credit Analysis, Bloomberg Terminal, Financial Modeling, Microsoft Excel, Research, Microsoft Word, Sales
Education
University of Rochester 2008 — 2012
Bachelor of Arts (B.A.), Economics
New Trier High School 2004 — 2008
Kevin Hart's Incapital Experience May 2012 - May 2013
Job sales
Industry Financial Services
Experience
Lightstone Group June 2013 - Present
Incapital May 2012 - May 2013
Claddaugh Farms January 1999 - February 2013
Security Benefit February 2011 - October 2011
SunLife Financial Distributors August 2004 - April 2008
SunAmerica 2000 - 2003
Penn State University undergrad August 1973 - April 1977
Skills
Investments, Mutual Funds, Annuities, Asset Management, Sales Management, Customer Relations, Strategic Planning, Financial Planning, Budgeting, Team Building, Alternative Investments, Wealth Management, Account Management
Education
Penn State University 1973 — 1977
BSLA, Landscape Architecture
Lightstone Group June 2013 - Present
Incapital May 2012 - May 2013
Claddaugh Farms January 1999 - February 2013
Security Benefit February 2011 - October 2011
SunLife Financial Distributors August 2004 - April 2008
SunAmerica 2000 - 2003
Penn State University undergrad August 1973 - April 1977
Skills
Investments, Mutual Funds, Annuities, Asset Management, Sales Management, Customer Relations, Strategic Planning, Financial Planning, Budgeting, Team Building, Alternative Investments, Wealth Management, Account Management
Education
Penn State University 1973 — 1977
BSLA, Landscape Architecture
Jennifer Loiacono Jennifer Loiacono's Incapital Experience July 2012 - January 2014
Job Donor Records Coordinator at Ravinia Festival
Industry Music
Experience
Ravinia Festival January 2014 - Present
Incapital July 2012 - January 2014
Frank Lloyd Wright Preservation Trust January 2011 - June 2012
Frank Lloyd Wright Preservation Trust November 2010 - January 2011
Frank Lloyd Wright Preservation Trust August 2009 - November 2010
Frank Lloyd Wright Preservation Trust June 2009 - August 2009
The Meadows Club July 2008 - August 2008
HandsOn Suburban Chicago June 2005 - August 2007
Skills
Leadership, Customer Service, Data Entry, Time Management, Microsoft Office, Databases, Outlook, Donor Perfect, Non-profits, Museums, Fundraising, Volunteer Management, Writing, Membership, Mass Mailing, Database Admin, Facebook, Arts Administration, Newsletters, Event Planning, Nonprofits, Community Outreach, Altru, Non-profit Development, Database Management, Raiser's Edge, Authorize.net
Education
Eastern Illinois University 2005 — 2009
Bachelor of Arts, Communication Studies, Public Relations
Ravinia Festival January 2014 - Present
Incapital July 2012 - January 2014
Frank Lloyd Wright Preservation Trust January 2011 - June 2012
Frank Lloyd Wright Preservation Trust November 2010 - January 2011
Frank Lloyd Wright Preservation Trust August 2009 - November 2010
Frank Lloyd Wright Preservation Trust June 2009 - August 2009
The Meadows Club July 2008 - August 2008
HandsOn Suburban Chicago June 2005 - August 2007
Skills
Leadership, Customer Service, Data Entry, Time Management, Microsoft Office, Databases, Outlook, Donor Perfect, Non-profits, Museums, Fundraising, Volunteer Management, Writing, Membership, Mass Mailing, Database Admin, Facebook, Arts Administration, Newsletters, Event Planning, Nonprofits, Community Outreach, Altru, Non-profit Development, Database Management, Raiser's Edge, Authorize.net
Education
Eastern Illinois University 2005 — 2009
Bachelor of Arts, Communication Studies, Public Relations
Holly S. (Sexton) Manning's Incapital Experience August 2015 - Present
Job Vice President at Incapital
Industry Financial Services
Experience
Incapital August 2015 - Present
Incapital August 2013 - September 2014
John Hancock Life Insurance Company (U.S.A.) April 2009 - December 2012
John Hancock January 2008 - April 2009
John Hancock Financial Services January 2007 - January 2008
Skills
Series 63, Fixed Annuities, Series 7, Mutual Funds, Retirement Planning, 401k, Retirement, Series 6
Education
Guilford College 1988 — 1992
BS Psychology
Western Culinary Institute
Incapital August 2015 - Present
Incapital August 2013 - September 2014
John Hancock Life Insurance Company (U.S.A.) April 2009 - December 2012
John Hancock January 2008 - April 2009
John Hancock Financial Services January 2007 - January 2008
Skills
Series 63, Fixed Annuities, Series 7, Mutual Funds, Retirement Planning, 401k, Retirement, Series 6
Education
Guilford College 1988 — 1992
BS Psychology
Western Culinary Institute
Steve Powers, CFA Steve Powers, CFA's Incapital Experience January 2013 - November 2014
Job Director, Portfolio Specialist Aegon USA Investment Management
Industry Investment Management
Experience
Aegon USA Investment Management November 2014 - Present
Incapital January 2013 - November 2014
LPL Financial June 2010 - December 2012
Evergreen Investment Management January 2004 - January 2011
Evergreen Investments January 2004 - May 2006
Merrill Lynch Global Private Client Group June 2002 - October 2003
Wachovia Private Financial January 2001 - June 2002
First Union Brokerage Services December 1997 - January 2001
Skills
Portfolio Management, Mutual Funds, Investments, Alternative Investments, Wealth Management, Investment Management, ETFs, Retirement Planning, Fixed Income, Separately Managed..., Securities, Relationship Management, Equities, Investment Advisory, CRM, Business Development, Business Strategy, Estate Planning, Competitive Analysis, New Business Development
Education
North Carolina State University 1989 — 1993
Bachelor of Arts, Economics; Business Administration; Finance
North Carolina State University - College of Management 1989 — 1993
B.A., Economics
Aegon USA Investment Management November 2014 - Present
Incapital January 2013 - November 2014
LPL Financial June 2010 - December 2012
Evergreen Investment Management January 2004 - January 2011
Evergreen Investments January 2004 - May 2006
Merrill Lynch Global Private Client Group June 2002 - October 2003
Wachovia Private Financial January 2001 - June 2002
First Union Brokerage Services December 1997 - January 2001
Skills
Portfolio Management, Mutual Funds, Investments, Alternative Investments, Wealth Management, Investment Management, ETFs, Retirement Planning, Fixed Income, Separately Managed..., Securities, Relationship Management, Equities, Investment Advisory, CRM, Business Development, Business Strategy, Estate Planning, Competitive Analysis, New Business Development
Education
North Carolina State University 1989 — 1993
Bachelor of Arts, Economics; Business Administration; Finance
North Carolina State University - College of Management 1989 — 1993
B.A., Economics
Laurie Faith Gibson's Incapital Experience June 2014 - Present
Job Sr. Project Management and Business Analyst Consultant
Industry Information Technology and Services
Experience
Incapital June 2014 - Present
The Gibson Group, Inc. January 2009 - Present
MyTheatreWeb.com January 2000 - Present
Allstate February 2014 - May 2014
Discover Financial Services July 2013 - December 2013
Elgin Technology Center November 2012 - November 2013
Discover Financial Services February 2013 - July 2013
Friends of Lords Park Zoo April 2009 - June 2013
PharMEDium Healthcare May 2012 - October 2012
City of Elgin December 2011 - August 2012
Skills
Social Media Relations, Program Management, Enterprise Content..., Visio, Website Development, Digital Media, Community Organizing, Project Management, CRM, Presentation Development, Instructional Design, Training, Technical Writing, Business Analysis, Regulatory Requirements, Compliance, Communication Skills, Continuity Management, Microsoft Office, Program Implementation, SharePoint, Social Media Marketing, Vendor Management, Project Planning, Integration, Change Management, Software Documentation, ITIL, SDLC, Analysis, Management, Telecommunications, PMP, Quality Assurance, IT Service Management, Business Process, Risk Management, Cross-functional Team..., Access, Troubleshooting, Software Development, Business Process..., E-commerce, Process Improvement, Project Portfolio..., SaaS, Requirements Analysis, MS Project, PMO, Software Project...
Education
Boston University 2007 — 2008
Masters Certification, Project Management
Almeda University 2002 — 2004
B.S., Computer Information Systems
Incapital June 2014 - Present
The Gibson Group, Inc. January 2009 - Present
MyTheatreWeb.com January 2000 - Present
Allstate February 2014 - May 2014
Discover Financial Services July 2013 - December 2013
Elgin Technology Center November 2012 - November 2013
Discover Financial Services February 2013 - July 2013
Friends of Lords Park Zoo April 2009 - June 2013
PharMEDium Healthcare May 2012 - October 2012
City of Elgin December 2011 - August 2012
Skills
Social Media Relations, Program Management, Enterprise Content..., Visio, Website Development, Digital Media, Community Organizing, Project Management, CRM, Presentation Development, Instructional Design, Training, Technical Writing, Business Analysis, Regulatory Requirements, Compliance, Communication Skills, Continuity Management, Microsoft Office, Program Implementation, SharePoint, Social Media Marketing, Vendor Management, Project Planning, Integration, Change Management, Software Documentation, ITIL, SDLC, Analysis, Management, Telecommunications, PMP, Quality Assurance, IT Service Management, Business Process, Risk Management, Cross-functional Team..., Access, Troubleshooting, Software Development, Business Process..., E-commerce, Process Improvement, Project Portfolio..., SaaS, Requirements Analysis, MS Project, PMO, Software Project...
Education
Boston University 2007 — 2008
Masters Certification, Project Management
Almeda University 2002 — 2004
B.S., Computer Information Systems
Melissa Glover Melissa Glover's Incapital Experience April 2002 - August 2002
Job Counsel at Miles & Stockbridge P.C.
Industry Legal Services
Experience
Miles & Stockbridge P.C. October 2014 - Present
Solo Practice January 2012 - September 2014
Miles & Stockbridge P.C. September 2005 - December 2011
Incapital April 2002 - August 2002
HFR Asset Management June 1999 - November 2001
Education
University of Maryland Francis King Carey School of Law 2002 — 2005
J.D., Law
University of Chicago 1998 — 2000
B.A., Economics
Miles & Stockbridge P.C. October 2014 - Present
Solo Practice January 2012 - September 2014
Miles & Stockbridge P.C. September 2005 - December 2011
Incapital April 2002 - August 2002
HFR Asset Management June 1999 - November 2001
Education
University of Maryland Francis King Carey School of Law 2002 — 2005
J.D., Law
University of Chicago 1998 — 2000
B.A., Economics
Edward Grochowalski Jr.'s Incapital Experience April 2014 - August 2014
Job Credit Analyst at Mercantile Bank of Michigan
Industry Financial Services
Experience
Mercantile Bank of Michigan January 2015 - Present
Incapital April 2014 - August 2014
Panther Recreation September 2013 - April 2014
FieldWorks July 2013 - August 2013
Western Little League March 2006 - August 2013
Wolverine Coil Spring November 2010 - December 2012
Skills
Financial Analysis, Baseball, Mathematics, Writing, Access, Time Management, Teamwork, Data Analysis, Analysis, Statistics, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Research, Leadership
Education
Davenport University 2012 — 2014
Bachelor's Degree (B.B.A), Finance, General, 4.0
Grand Rapids Community College 2010 — 2012
Associate's degree, General Studies
Mercantile Bank of Michigan January 2015 - Present
Incapital April 2014 - August 2014
Panther Recreation September 2013 - April 2014
FieldWorks July 2013 - August 2013
Western Little League March 2006 - August 2013
Wolverine Coil Spring November 2010 - December 2012
Skills
Financial Analysis, Baseball, Mathematics, Writing, Access, Time Management, Teamwork, Data Analysis, Analysis, Statistics, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Research, Leadership
Education
Davenport University 2012 — 2014
Bachelor's Degree (B.B.A), Finance, General, 4.0
Grand Rapids Community College 2010 — 2012
Associate's degree, General Studies
Anthony J Romano III Anthony J Romano III's Incapital Experience August 2014 - Present
Job Wholesaler, Incapital LLC
Industry Financial Services
Experience
Incapital August 2014 - Present
PNC Bank Private Client Group November 2008 - August 2014
GunnAllen Financial November 2006 - November 2008
Skills
Wealth Management, Series 7, Strategic Financial..., Investments, Portfolio Management, Asset Management, Fixed Annuities, Estate Planning, Financial Planning, Commercial Lending, Wealth, High Net Worth..., Finance, Banking, Credit, Loans, Small Business Lending, Retail Banking, Management, Consumer Lending, Mortgage Lending, Financial Services, Credit Analysis
Education
Florida Atlantic University 2003 — 2007
Finance
Incapital August 2014 - Present
PNC Bank Private Client Group November 2008 - August 2014
GunnAllen Financial November 2006 - November 2008
Skills
Wealth Management, Series 7, Strategic Financial..., Investments, Portfolio Management, Asset Management, Fixed Annuities, Estate Planning, Financial Planning, Commercial Lending, Wealth, High Net Worth..., Finance, Banking, Credit, Loans, Small Business Lending, Retail Banking, Management, Consumer Lending, Mortgage Lending, Financial Services, Credit Analysis
Education
Florida Atlantic University 2003 — 2007
Finance
Kirk Leslie Kirk Leslie's Incapital Experience August 2014 - Present
Job Regional Vice President at Incapital
Industry Financial Services
Experience
Incapital August 2014 - Present
Advisors Asset Management, Inc. July 2010 - July 2014
Curian Capital, LLC December 2007 - July 2010
Curian Capital, LLC April 2007 - December 2007
Curian Capital April 2004 - March 2007
First Washington Financial March 2003 - March 2004
AXA Equitable February 2002 - March 2003
Manulife/John Hancock August 1999 - November 2001
Skills
Series 7, Mutual Funds, Series 63, Separately Managed..., Structured Products, Unit Investment Trusts, Practice Management, Investment Sales Ideas, Income Solutions, Public Speaking, Annuities, Fixed Annuities, Financial Services
Education
Lafayette College 1993 — 1997
Bachelor of Science (B.S.)
Incapital August 2014 - Present
Advisors Asset Management, Inc. July 2010 - July 2014
Curian Capital, LLC December 2007 - July 2010
Curian Capital, LLC April 2007 - December 2007
Curian Capital April 2004 - March 2007
First Washington Financial March 2003 - March 2004
AXA Equitable February 2002 - March 2003
Manulife/John Hancock August 1999 - November 2001
Skills
Series 7, Mutual Funds, Series 63, Separately Managed..., Structured Products, Unit Investment Trusts, Practice Management, Investment Sales Ideas, Income Solutions, Public Speaking, Annuities, Fixed Annuities, Financial Services
Education
Lafayette College 1993 — 1997
Bachelor of Science (B.S.)
Eric Reedy Eric Reedy's Incapital Experience July 2011 - Present
Job Managing Director at Salefish Real Estate
Industry Computer Software
Experience
Incapital July 2011 - Present
Salefish Real Estate March 2011 - Present
Blue Horizon Realty January 2009 - March 2011
Blue Frog Solutions June 2006 - October 2008
Coppercom 2005 - 2006
ECI Telecom 2003 - 2004
Siemens 1987 - 2003
Siemens Stromberg-Carlson 1987 - 1991
Skills
Integration, Telecommunications, Network Administration, SIP, Software Development, IP, Software Project..., Agile Methodologies, ACORD, Bloomberg Software, MS Project, Publisher 2007, Software Lifecycle..., Outlook, Microsoft Excel, JIRA, Lyris, Salesforce.com, SQL, Aplifi Affirm, Fixed Annuities, Bonds, VoIP, IT Management, Project Management, SDLC, Management, Software Design
Education
The George Washington University 2002 — 2002
Certification, Software Project Management
University of Florida 1981 — 1989
Masters, Computer Engineering
University of Florida 1981 — 1987
Bachelor, Engineering
Incapital July 2011 - Present
Salefish Real Estate March 2011 - Present
Blue Horizon Realty January 2009 - March 2011
Blue Frog Solutions June 2006 - October 2008
Coppercom 2005 - 2006
ECI Telecom 2003 - 2004
Siemens 1987 - 2003
Siemens Stromberg-Carlson 1987 - 1991
Skills
Integration, Telecommunications, Network Administration, SIP, Software Development, IP, Software Project..., Agile Methodologies, ACORD, Bloomberg Software, MS Project, Publisher 2007, Software Lifecycle..., Outlook, Microsoft Excel, JIRA, Lyris, Salesforce.com, SQL, Aplifi Affirm, Fixed Annuities, Bonds, VoIP, IT Management, Project Management, SDLC, Management, Software Design
Education
The George Washington University 2002 — 2002
Certification, Software Project Management
University of Florida 1981 — 1989
Masters, Computer Engineering
University of Florida 1981 — 1987
Bachelor, Engineering
Robert Bullington Robert Bullington's Incapital Experience June 2015 - Present
Job Assistant Vice President of Compliance at Incapital
Industry Financial Services
Experience
Incapital June 2015 - Present
Teach For America August 2013 - June 2015
Incapital May 2012 - August 2012
PepsiCo May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, Public Speaking, Editing, Strategic Planning, Negotiation, Leadership
Education
Cornell University 2009 — 2013
BS, Communication and Media Studies
Marist High School 2005 — 2009
Incapital June 2015 - Present
Teach For America August 2013 - June 2015
Incapital May 2012 - August 2012
PepsiCo May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, Public Speaking, Editing, Strategic Planning, Negotiation, Leadership
Education
Cornell University 2009 — 2013
BS, Communication and Media Studies
Marist High School 2005 — 2009
Jason Podolsky's Incapital Experience June 2013 - August 2013
Job M&A Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Incapital June 2013 - August 2013
Indiana University Bloomington January 2013 - May 2013
Pine Crest School June 2010 - June 2011
Congregation B'nai Israel August 2005 - May 2011
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor's Degree, Finance
Pine Crest School 2007 — 2011
High School
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Incapital June 2013 - August 2013
Indiana University Bloomington January 2013 - May 2013
Pine Crest School June 2010 - June 2011
Congregation B'nai Israel August 2005 - May 2011
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor's Degree, Finance
Pine Crest School 2007 — 2011
High School
Edward J. Byrne Edward J. Byrne's Incapital Experience January 2015 - Present
Job Executive Director
Industry Financial Services
Experience
Incapital January 2015 - Present
Skills
Bonds, Fixed Income, Investments, Series 7, Bloomberg, Equities, Capital Markets, Portfolio Management, Microsoft Office, Trading, Hedge Funds, Securities, Derivatives, Alternative Investments, Compliance Management, New Account Opening, Municipal Bonds
Education
Monmouth University
Incapital January 2015 - Present
Skills
Bonds, Fixed Income, Investments, Series 7, Bloomberg, Equities, Capital Markets, Portfolio Management, Microsoft Office, Trading, Hedge Funds, Securities, Derivatives, Alternative Investments, Compliance Management, New Account Opening, Municipal Bonds
Education
Monmouth University
Maria Jose Vasquez's Incapital Experience January 2013 - January 2013
Job Associate at Morgan Stanley
Industry Financial Services
Experience
KPP Search February 2015 - April 2015
Goldman Sachs May 2014 - August 2014
Union Investment Management February 2014 - April 2014
Zolio Inc June 2013 - August 2013
Longfellow Investment Management Co. January 2013 - August 2013
Incapital January 2013 - January 2013
Incapital June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Event Planning, Social Media, Financial Analysis, Twitter, Data Analysis, Research, Access, SPSS, Facebook
Education
Boston University London Campus 2014 — 2015
Economics and Finance [Spring 2014] Management [Spring 2015]
Boston University 2011 — 2015
Business Administration
KPP Search February 2015 - April 2015
Goldman Sachs May 2014 - August 2014
Union Investment Management February 2014 - April 2014
Zolio Inc June 2013 - August 2013
Longfellow Investment Management Co. January 2013 - August 2013
Incapital January 2013 - January 2013
Incapital June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Event Planning, Social Media, Financial Analysis, Twitter, Data Analysis, Research, Access, SPSS, Facebook
Education
Boston University London Campus 2014 — 2015
Economics and Finance [Spring 2014] Management [Spring 2015]
Boston University 2011 — 2015
Business Administration
Ryan Donovan Ryan Donovan's Incapital Experience
Job Director, Credit Sales at Incapital
Industry Investment Banking
Experience
Incapital
Skills
Equities, Capital Markets, Series 7, Bloomberg, Fixed Income, Investments, Hedge Funds, Securities, Portfolio Management, Asset Management, Alternative Investments, Series 63, Bonds, Derivatives, Investment Banking, Financial Markets, Options, Electronic Trading, Mutual Funds, Trading Systems
Education
Georgetown University
Incapital
Skills
Equities, Capital Markets, Series 7, Bloomberg, Fixed Income, Investments, Hedge Funds, Securities, Portfolio Management, Asset Management, Alternative Investments, Series 63, Bonds, Derivatives, Investment Banking, Financial Markets, Options, Electronic Trading, Mutual Funds, Trading Systems
Education
Georgetown University
Lesley Roberts Lesley Roberts's Incapital Experience September 2014 - Present
Job Sales Project Coordinator at Incapital
Industry Financial Services
Experience
Incapital September 2014 - Present
Incapital October 2013 - September 2014
Outsourced Legal Services, LLC April 2010 - July 2013
Skills
Human Resources, CRM, Accounting, Time Management, Leadership, Performance Management, Training, Talent Acquisition, Recruiting, Payroll, Employee Benefits, Employee Relations, Interviews
Education
Florida Atlantic University
Certificate in Human Resources, Human Resources Management and Services
Florida Atlantic University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.6
Incapital September 2014 - Present
Incapital October 2013 - September 2014
Outsourced Legal Services, LLC April 2010 - July 2013
Skills
Human Resources, CRM, Accounting, Time Management, Leadership, Performance Management, Training, Talent Acquisition, Recruiting, Payroll, Employee Benefits, Employee Relations, Interviews
Education
Florida Atlantic University
Certificate in Human Resources, Human Resources Management and Services
Florida Atlantic University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.6
Austin Scara Austin Scara's Incapital Experience July 2012 - April 2013
Job Senior Research Associate at PitchBook Data
Industry Financial Services
Experience
PitchBook Data May 2015 - Present
PitchBook Data May 2014 - May 2015
Incapital July 2012 - April 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, VBA, SQL, Leadership, Social Media, Time Management, Teamwork, Research, Investments, Data Analysis, Python
Education
Gonzaga University 2009 — 2013
Bachelor’s Degree, Bachelors of Business Administration Concentrating in Finance
PitchBook Data May 2015 - Present
PitchBook Data May 2014 - May 2015
Incapital July 2012 - April 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, VBA, SQL, Leadership, Social Media, Time Management, Teamwork, Research, Investments, Data Analysis, Python
Education
Gonzaga University 2009 — 2013
Bachelor’s Degree, Bachelors of Business Administration Concentrating in Finance
Chad Brandt Chad Brandt's Incapital Experience November 2011 - June 2013
Job VP Funding and Liquidity at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group July 2015 - Present
North Center Management Partners LLC December 2014 - Present
Metropolitan Capital Bank & Trust September 2013 - November 2014
Incapital November 2011 - June 2013
Federal Home Loan Bank of Chicago August 2008 - October 2011
Federal Home Loan Bank of Chicago May 2008 - August 2008
Federal Home Loan Bank of Chicago September 2002 - May 2008
Personal Time Off August 2001 - September 2002
Deutsche Bank August 1999 - August 2001
JP Morgan July 1994 - August 1999
Skills
ALM, Derivatives, Bonds, Fixed Income, Capital Markets, Portfolio Management, Banking, Financial Services, Structured Finance, Financial Modeling, Commercial Banking, Swaps, Funding, Valuation, Trading, Securitization, Hedge Funds, Bloomberg, Mortgage Lending, Structured Products, Treasury Management, Equities, Credit Risk, Asset Management, Investments
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA
University of Virginia 1982 — 1987
BS, Aerospace Engineering
BMO Financial Group July 2015 - Present
North Center Management Partners LLC December 2014 - Present
Metropolitan Capital Bank & Trust September 2013 - November 2014
Incapital November 2011 - June 2013
Federal Home Loan Bank of Chicago August 2008 - October 2011
Federal Home Loan Bank of Chicago May 2008 - August 2008
Federal Home Loan Bank of Chicago September 2002 - May 2008
Personal Time Off August 2001 - September 2002
Deutsche Bank August 1999 - August 2001
JP Morgan July 1994 - August 1999
Skills
ALM, Derivatives, Bonds, Fixed Income, Capital Markets, Portfolio Management, Banking, Financial Services, Structured Finance, Financial Modeling, Commercial Banking, Swaps, Funding, Valuation, Trading, Securitization, Hedge Funds, Bloomberg, Mortgage Lending, Structured Products, Treasury Management, Equities, Credit Risk, Asset Management, Investments
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA
University of Virginia 1982 — 1987
BS, Aerospace Engineering
Jason Muchnick Jason Muchnick's Incapital Experience July 2014 - Present
Job Vice President of Advisor Sales at Incapital
Industry Financial Services
Experience
Incapital July 2014 - Present
Advisor Group December 2009 - June 2014
Advisor Group November 2005 - December 2009
Skills
Financial Advisory, Separately Managed..., Investment Advisory, Retirement Planning, Series 7, Mutual Funds, 401k, Retirement, Financial Services, Series 63, Uniform Combined State..., Series 6, FINRA, Series 65, Securities, Alternative Investments, ETFs
Education
Binghamton University 1996 — 1998
B.S., History
Nassau Community College 1993 — 1996
Liberal Arts Humanities and Social Sciences
Incapital July 2014 - Present
Advisor Group December 2009 - June 2014
Advisor Group November 2005 - December 2009
Skills
Financial Advisory, Separately Managed..., Investment Advisory, Retirement Planning, Series 7, Mutual Funds, 401k, Retirement, Financial Services, Series 63, Uniform Combined State..., Series 6, FINRA, Series 65, Securities, Alternative Investments, ETFs
Education
Binghamton University 1996 — 1998
B.S., History
Nassau Community College 1993 — 1996
Liberal Arts Humanities and Social Sciences
Randy Watts Randy Watts's Incapital Experience July 2011 - Present
Job Executive Director, Unit Trust Division at Incapital
Industry Investment Banking
Experience
Incapital July 2011 - Present
Skills
Fixed Income, Equities, Series 7, Series 63, Investment Banking, Derivatives, Trading, Securities, Capital Markets, Alternative Investments, Options, Asset Management, Bonds, Structured Products, Bloomberg, Series 24, Investments
Education
University of Illinois at Chicago 2004 — 2005
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor of Science (B.S.), Economics
Incapital July 2011 - Present
Skills
Fixed Income, Equities, Series 7, Series 63, Investment Banking, Derivatives, Trading, Securities, Capital Markets, Alternative Investments, Options, Asset Management, Bonds, Structured Products, Bloomberg, Series 24, Investments
Education
University of Illinois at Chicago 2004 — 2005
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor of Science (B.S.), Economics
Nick Betzold Nick Betzold's Incapital Experience June 2014 - Present
Job Managing Director, Financial Institutions Group at Incapital
Industry Investment Banking
Experience
Incapital June 2014 - Present
Betzold Organic Farms, Inc. June 2013 - May 2014
Betzold Asset Integrity, LLC 2010 - May 2014
Mighty Fine Gardens, Inc. January 2013 - 2013
ImpactNation, LLC 2007 - 2010
Betzold Research & Trading, Inc. & Betzold Investment Group, Inc. 1999 - 2004
Betzold, Berg, Nussbaum & Heitman, Inc. 1994 - 1999
Clayton Brown & Associates, Inc. 1991 - 1994
Griffin, Kubik, Stephens & Thompson, Inc. 1989 - 1991
Chicago Research & Trading, 1987 - 1987
Skills
Entrepreneurship, Team Building, Investments, Strategy, Start-ups, Sales Management, Public Speaking, Process Improvement, Executive Management, Sales, Strategic Planning, Financial Analysis, Finance, Venture Capital, Business Strategy, Customer Service, Fixed Income, Mergers & Acquisitions, Real Estate, Trading, New Business Development, Banking, Management, Mergers, Bonds, Organizational..., Financial Modeling, Corporate Development, Business Planning, Teaching, Analysis, Research, Publishing, Organic Farming, Contract Negotiation, Management Consulting, Private Equity, Leadership, Small Business
Education
Trinity Christian College 1980 — 1984
Biblical Studies
University of Illinois at Urbana-Champaign 1981 — 1982
Biology/Pre-Med
Incapital June 2014 - Present
Betzold Organic Farms, Inc. June 2013 - May 2014
Betzold Asset Integrity, LLC 2010 - May 2014
Mighty Fine Gardens, Inc. January 2013 - 2013
ImpactNation, LLC 2007 - 2010
Betzold Research & Trading, Inc. & Betzold Investment Group, Inc. 1999 - 2004
Betzold, Berg, Nussbaum & Heitman, Inc. 1994 - 1999
Clayton Brown & Associates, Inc. 1991 - 1994
Griffin, Kubik, Stephens & Thompson, Inc. 1989 - 1991
Chicago Research & Trading, 1987 - 1987
Skills
Entrepreneurship, Team Building, Investments, Strategy, Start-ups, Sales Management, Public Speaking, Process Improvement, Executive Management, Sales, Strategic Planning, Financial Analysis, Finance, Venture Capital, Business Strategy, Customer Service, Fixed Income, Mergers & Acquisitions, Real Estate, Trading, New Business Development, Banking, Management, Mergers, Bonds, Organizational..., Financial Modeling, Corporate Development, Business Planning, Teaching, Analysis, Research, Publishing, Organic Farming, Contract Negotiation, Management Consulting, Private Equity, Leadership, Small Business
Education
Trinity Christian College 1980 — 1984
Biblical Studies
University of Illinois at Urbana-Champaign 1981 — 1982
Biology/Pre-Med
Brian McArthur Brian McArthur's Incapital Experience July 2012 - August 2013
Job Regional Marketing Director at Lincoln Financial Distributors, Inc. / Moneyguard
Industry Financial Services
Experience
Lincoln Financial Distributors August 2013 - Present
Incapital July 2012 - August 2013
WBI Investments August 2011 - July 2012
Sun Life Financial February 2005 - September 2011
PLANCO January 2002 - February 2005
AIG SunAmerica January 2000 - January 2002
SunAmerica January 2000 - December 2001
Skills
Series 7, Series 63, Separately Managed..., Fixed Annuities, Retirement Planning, Series 6, Mutual Funds, Life Insurance, Variable Annuities, Alternative Investments, Financial Advisory, Retirement, Financial Services, Asset Allocation, 401k, Insurance, Series 65, FINRA
Education
University of San Diego 1995 — 1998
Bachelor's, Business Administration
Connetquot High School 1990 — 1993
Suffolk County Community College, Associates Degree in Business Administration
Lincoln Financial Distributors August 2013 - Present
Incapital July 2012 - August 2013
WBI Investments August 2011 - July 2012
Sun Life Financial February 2005 - September 2011
PLANCO January 2002 - February 2005
AIG SunAmerica January 2000 - January 2002
SunAmerica January 2000 - December 2001
Skills
Series 7, Series 63, Separately Managed..., Fixed Annuities, Retirement Planning, Series 6, Mutual Funds, Life Insurance, Variable Annuities, Alternative Investments, Financial Advisory, Retirement, Financial Services, Asset Allocation, 401k, Insurance, Series 65, FINRA
Education
University of San Diego 1995 — 1998
Bachelor's, Business Administration
Connetquot High School 1990 — 1993
Suffolk County Community College, Associates Degree in Business Administration
Casey Hendrickson's Incapital Experience June 2013 - August 2015
Job Sales Representative at Kerr Dental
Industry Medical Devices
Experience
Kerr Corporation August 2015 - Present
Incapital June 2013 - August 2015
John Hancock Life Insurance Company (U.S.A.) February 2012 - June 2013
Lincoln Financial Group July 2011 - February 2012
Skills
Series 63, Finance, Investment Banking, Banking, Credit, CRM, Corporate Finance, Real Estate, Options, New Business Development, Strategic Planning, Sales Presentations, Customer Service, Project Management, Cold Calling, Team Building, Series 7, Retirement, Mutual Funds, Investments, Alternative Investments, Financial Services, Asset Management, Fixed Annuities, Retirement Planning, Wealth Management, Securities
Education
The University of Connecticut 2007 — 2011
B.S., Finance
Kerr Corporation August 2015 - Present
Incapital June 2013 - August 2015
John Hancock Life Insurance Company (U.S.A.) February 2012 - June 2013
Lincoln Financial Group July 2011 - February 2012
Skills
Series 63, Finance, Investment Banking, Banking, Credit, CRM, Corporate Finance, Real Estate, Options, New Business Development, Strategic Planning, Sales Presentations, Customer Service, Project Management, Cold Calling, Team Building, Series 7, Retirement, Mutual Funds, Investments, Alternative Investments, Financial Services, Asset Management, Fixed Annuities, Retirement Planning, Wealth Management, Securities
Education
The University of Connecticut 2007 — 2011
B.S., Finance
Kevin Smithies's Incapital Experience March 2015 - July 2015
Job Vice President at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc. September 2015 - Present
Incapital March 2015 - July 2015
BMO Capital Markets August 2011 - February 2015
Stone Harbor Investment Partners June 2008 - August 2011
Bear Stearns & Co. Inc February 2005 - June 2008
Bear Stearns & Co. Inc March 2004 - February 2005
Education
Bucknell University
Advisors Asset Management, Inc. September 2015 - Present
Incapital March 2015 - July 2015
BMO Capital Markets August 2011 - February 2015
Stone Harbor Investment Partners June 2008 - August 2011
Bear Stearns & Co. Inc February 2005 - June 2008
Bear Stearns & Co. Inc March 2004 - February 2005
Education
Bucknell University
Mary Colleen Murphy's Incapital Experience May 2014 - Present
Job Analyst at Incapital
Industry Financial Services
Experience
Incapital May 2014 - Present
BNY Mellon January 2011 - May 2014
BNY Mellon June 2007 - December 2011
Skills
Portfolio Management, Fixed Income, Equities, Banking, Securities, Bloomberg, Investments, Financial Services, Series 7, Series 63
Education
University of Illinois at Urbana-Champaign 2004 — 2006
Bachelor of Arts, History
Marquette University 2002 — 2004
History
Mother McAuley
St. Barnabas
Incapital May 2014 - Present
BNY Mellon January 2011 - May 2014
BNY Mellon June 2007 - December 2011
Skills
Portfolio Management, Fixed Income, Equities, Banking, Securities, Bloomberg, Investments, Financial Services, Series 7, Series 63
Education
University of Illinois at Urbana-Champaign 2004 — 2006
Bachelor of Arts, History
Marquette University 2002 — 2004
History
Mother McAuley
St. Barnabas
Seth Steward's Incapital Experience May 2012 - Present
Job Vice President & IT Manager at Incapital
Industry Capital Markets
Experience
Incapital May 2012 - Present
The Tribune November 2010 - April 2012
West Monroe Partners June 2007 - November 2010
Community & Family Resource Center January 2004 - June 2007
Delphi Community School Corporation June 2000 - August 2003
Skills
Hyper-V, VMware, Wireless Networking, Visual Studio Team..., Windows Server, Citrix, Active Directory, IIS, Virtualization, System Administration, Windows 7, Microsoft SQL Server, System Center Suite, SCOM, VMM, System Center..., SCSM, IT Operations, Cloud Computing, Servers
Education
Purdue University 2003 — 2007
Bachelor of Science, Network Engineering
Incapital May 2012 - Present
The Tribune November 2010 - April 2012
West Monroe Partners June 2007 - November 2010
Community & Family Resource Center January 2004 - June 2007
Delphi Community School Corporation June 2000 - August 2003
Skills
Hyper-V, VMware, Wireless Networking, Visual Studio Team..., Windows Server, Citrix, Active Directory, IIS, Virtualization, System Administration, Windows 7, Microsoft SQL Server, System Center Suite, SCOM, VMM, System Center..., SCSM, IT Operations, Cloud Computing, Servers
Education
Purdue University 2003 — 2007
Bachelor of Science, Network Engineering
Edward C. Hribar Edward C. Hribar's Incapital Experience May 2014 - August 2014
Job Fixed Income at MarketAxess
Industry Financial Services
Experience
MarketAxess March 2015 - Present
Incapital May 2014 - August 2014
Farmer School of Business August 2012 - May 2014
Granite City Food & Brewery June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Data Analysis, Financial Analysis
Education
Miami University 2011 — 2015
Bachelor of Science (BS), Finance
Saint Charles East High School 2008 — 2011
MarketAxess March 2015 - Present
Incapital May 2014 - August 2014
Farmer School of Business August 2012 - May 2014
Granite City Food & Brewery June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Data Analysis, Financial Analysis
Education
Miami University 2011 — 2015
Bachelor of Science (BS), Finance
Saint Charles East High School 2008 — 2011
Denise Veerapen's Incapital Experience March 2007 - Present
Job
Industry Information Technology and Services
Experience
Incapital March 2007 - Present
Incapital March 2007 - Present
LaSalle Bank NA June 1996 - March 2007
Education
Florida State University - College of Business 1992 — 1996
MIS, Information Systems
Incapital March 2007 - Present
Incapital March 2007 - Present
LaSalle Bank NA June 1996 - March 2007
Education
Florida State University - College of Business 1992 — 1996
MIS, Information Systems
Jonathan Genovese Jonathan Genovese's Incapital Experience January 2010 - June 2014
Job Fixed Income Sales at The GMS Group
Industry Financial Services
Experience
The GMS Group April 2015 - Present
Incapital January 2010 - June 2014
The GMS Group February 2006 - January 2008
Skills
Bonds, Bond Markets, Securities, Fixed Income, Series 63, Bloomberg, Capital Markets, Series 7, Institutional..., Investments, Portfolio Management
Education
University of Hartford 2001 — 2005
The GMS Group April 2015 - Present
Incapital January 2010 - June 2014
The GMS Group February 2006 - January 2008
Skills
Bonds, Bond Markets, Securities, Fixed Income, Series 63, Bloomberg, Capital Markets, Series 7, Institutional..., Investments, Portfolio Management
Education
University of Hartford 2001 — 2005
John Albomonte John Albomonte's Incapital Experience October 2012 - July 2015
Job Managing Director Dealer Sales
Industry Capital Markets
Experience
Adivsor Asset Management, Inc. August 2015 - Present
Incapital October 2012 - July 2015
Incapital June 2006 - October 2012
Southwest Securities January 2003 - June 2006
First Chicago Investment Services April 1990 - January 2003
Skills
Series 7, Series 63, Series 24, Series 53, Series 55, Series 4, Series 65, Corporate Bonds, Municipal Bonds, Trading Systems, Structured Finance, Trading Strategies, Equity Trading, Proprietary Trading, Investment Strategies, Asset Allocation, Investment Management, Investments, Financial Services, Financial Modeling, Equity Derivatives, Portfolio Management, Mutual Funds, Financial Structuring, Structured Products, FINRA, Financial Markets, Bonds, Trading, Capital Markets, Bloomberg, Securities, Options, Alternative Investments, Derivatives, Equities, ETFs, Electronic Trading, Investment Banking, Swaps, Asset Management, Fixed Income, Corporates
Education
Purdue University Calumet MBA 1997 — 2000
MBA, Management
Illinois State University 1981 — 1985
BA, Industrial Technology
Adivsor Asset Management, Inc. August 2015 - Present
Incapital October 2012 - July 2015
Incapital June 2006 - October 2012
Southwest Securities January 2003 - June 2006
First Chicago Investment Services April 1990 - January 2003
Skills
Series 7, Series 63, Series 24, Series 53, Series 55, Series 4, Series 65, Corporate Bonds, Municipal Bonds, Trading Systems, Structured Finance, Trading Strategies, Equity Trading, Proprietary Trading, Investment Strategies, Asset Allocation, Investment Management, Investments, Financial Services, Financial Modeling, Equity Derivatives, Portfolio Management, Mutual Funds, Financial Structuring, Structured Products, FINRA, Financial Markets, Bonds, Trading, Capital Markets, Bloomberg, Securities, Options, Alternative Investments, Derivatives, Equities, ETFs, Electronic Trading, Investment Banking, Swaps, Asset Management, Fixed Income, Corporates
Education
Purdue University Calumet MBA 1997 — 2000
MBA, Management
Illinois State University 1981 — 1985
BA, Industrial Technology
RJ Ryckewaert's Incapital Experience August 2010 - Present
Job Analytical Assistant at Incapital
Industry Investment Banking
Experience
Incapital August 2010 - Present
Skills
Bloomberg, Photoshop, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Computer Hardware, Bonds, Fixed Income
Education
Florida Atlantic University 2012 — 2014
Junior
Nova Southeastern University 2010 — 2012
Coral Springs High 2006 — 2010
Incapital August 2010 - Present
Skills
Bloomberg, Photoshop, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Computer Hardware, Bonds, Fixed Income
Education
Florida Atlantic University 2012 — 2014
Junior
Nova Southeastern University 2010 — 2012
Coral Springs High 2006 — 2010
Joseph D. Wieske, CFA Joseph D. Wieske, CFA's Incapital Experience November 2013 - Present
Job Vice President at Incapital
Industry Financial Services
Experience
Incapital November 2013 - Present
The PrinceRidge Group November 2012 - October 2013
Rafferty Capital Markets, LLC/Sandgrain Securities Inc. May 2009 - November 2012
Oppenheimer & Co. August 2008 - May 2009
vFinance/Sterling Financial August 2004 - July 2008
Oppenheimer & Co. 1997 - 2004
LOP Capital Markets/Lehwald, Orosey & Pepe, Inc. September 1991 - November 1997
Skills
Bloomberg, Microsoft Office, Microsoft Excel, Microsoft Word, Trading, Fixed Income, Corporate Bonds, MBS, Government Agencies, Technical Analysis, Fundamental Analysis, US Treasuries, TBAs: Secondary..., Electronic Trading, ABS, Corporates, Structured Products, Funding, Proprietary Trading, High Yield, Mortgage Lending, Bloomberg Terminal, Finance, Trading Systems, Rates, Financial Services, Money Market, Market Data, Management, Corporate Finance
Education
Michigan State University
Bachelor of Arts (B.A.), Business: Finance & Economics
Incapital November 2013 - Present
The PrinceRidge Group November 2012 - October 2013
Rafferty Capital Markets, LLC/Sandgrain Securities Inc. May 2009 - November 2012
Oppenheimer & Co. August 2008 - May 2009
vFinance/Sterling Financial August 2004 - July 2008
Oppenheimer & Co. 1997 - 2004
LOP Capital Markets/Lehwald, Orosey & Pepe, Inc. September 1991 - November 1997
Skills
Bloomberg, Microsoft Office, Microsoft Excel, Microsoft Word, Trading, Fixed Income, Corporate Bonds, MBS, Government Agencies, Technical Analysis, Fundamental Analysis, US Treasuries, TBAs: Secondary..., Electronic Trading, ABS, Corporates, Structured Products, Funding, Proprietary Trading, High Yield, Mortgage Lending, Bloomberg Terminal, Finance, Trading Systems, Rates, Financial Services, Money Market, Market Data, Management, Corporate Finance
Education
Michigan State University
Bachelor of Arts (B.A.), Business: Finance & Economics
Jace Rhea Jace Rhea's Incapital Experience January 2012 - August 2013
Job Contractor at Performance Trust Capital Partners
Industry Computer Software
Experience
Performance Trust Capital Partners December 2014 - Present
Sasser Family Holdings, Inc. August 2013 - December 2014
Incapital January 2012 - August 2013
Arroweye Solutions March 2011 - January 2012
CSG Systems February 2010 - March 2011
West Monroe Partners September 2008 - February 2010
eNeighborhoods July 2006 - September 2008
Rush University Medical Center June 2004 - July 2006
Skills
C#, OOP, .NET, Silverlight, jQuery, ASP.NET, ASP.NET MVC, MVC, SQL, F#, Microsoft SQL Server, T-SQL, Agile Methodologies, Web Services, Software Development, WCF, Test Driven Development, JavaScript, Entity Framework, SQL Server, Application Development, angularjs, Visual Studio, SOA, AngularJS, Scrum, Databases
Education
DePaul University 2005 — 2008
MS, Software Engineering
Northern Illinois University 1997 — 2001
BS, Electrical Engineering
Performance Trust Capital Partners December 2014 - Present
Sasser Family Holdings, Inc. August 2013 - December 2014
Incapital January 2012 - August 2013
Arroweye Solutions March 2011 - January 2012
CSG Systems February 2010 - March 2011
West Monroe Partners September 2008 - February 2010
eNeighborhoods July 2006 - September 2008
Rush University Medical Center June 2004 - July 2006
Skills
C#, OOP, .NET, Silverlight, jQuery, ASP.NET, ASP.NET MVC, MVC, SQL, F#, Microsoft SQL Server, T-SQL, Agile Methodologies, Web Services, Software Development, WCF, Test Driven Development, JavaScript, Entity Framework, SQL Server, Application Development, angularjs, Visual Studio, SOA, AngularJS, Scrum, Databases
Education
DePaul University 2005 — 2008
MS, Software Engineering
Northern Illinois University 1997 — 2001
BS, Electrical Engineering
Arthur Awe, CAIA's Incapital Experience September 2014 - Present
Job Regional Vice President at Incapital
Industry Financial Services
Experience
Incapital September 2014 - Present
Virtus Investment Partners February 2008 - September 2014
John Hancock Life Insurance Company (U.S.A.) October 2006 - February 2008
Allianz Global Investors October 2000 - October 2006
Skills
Alternative Investments, Mutual Funds, Series 63, Fixed Annuities, FINRA, Investment Advisory, 529 Plans, Separately Managed..., Wealth Management, Asset Allocation, ETFs, Series 65, Investment Strategies, Series 7, Asset Management, Investments
Education
Sacred Heart University 1995 — 2000
BS
Saint Anthony's High School 1991 — 1995
Incapital September 2014 - Present
Virtus Investment Partners February 2008 - September 2014
John Hancock Life Insurance Company (U.S.A.) October 2006 - February 2008
Allianz Global Investors October 2000 - October 2006
Skills
Alternative Investments, Mutual Funds, Series 63, Fixed Annuities, FINRA, Investment Advisory, 529 Plans, Separately Managed..., Wealth Management, Asset Allocation, ETFs, Series 65, Investment Strategies, Series 7, Asset Management, Investments
Education
Sacred Heart University 1995 — 2000
BS
Saint Anthony's High School 1991 — 1995
Jill Lange Jill Lange's Incapital Experience September 2015 - Present
Job Vice President, Counterparty Credit at Incapital
Industry Investment Banking
Experience
Incapital September 2015 - Present
Incapital March 2010 - July 2015
Spear, Leeds and Kellogg/Goldman Sachs/FTN Financial October 1992 - August 2008
Village of Thornton, Illinois May 2003 - May 2007
Village of Thornton, Illinois April 1994 - May 2003
Sanwa-BGK Securities May 1990 - October 1992
USG Corporation July 1984 - May 1990
Skills
Sales, Series 7, Fixed Income, Bloomberg, Series 63, Bonds, Equities, Capital Markets, Investments, Alternative Investments, Portfolio Management, Series 24
Education
Roosevelt University
Marketing
Thornwood High School
Incapital September 2015 - Present
Incapital March 2010 - July 2015
Spear, Leeds and Kellogg/Goldman Sachs/FTN Financial October 1992 - August 2008
Village of Thornton, Illinois May 2003 - May 2007
Village of Thornton, Illinois April 1994 - May 2003
Sanwa-BGK Securities May 1990 - October 1992
USG Corporation July 1984 - May 1990
Skills
Sales, Series 7, Fixed Income, Bloomberg, Series 63, Bonds, Equities, Capital Markets, Investments, Alternative Investments, Portfolio Management, Series 24
Education
Roosevelt University
Marketing
Thornwood High School
Chris Solodyna's Incapital Experience March 2013 - August 2015
Job VP, Manager, Business Development and Hybrid Wholesaling Incapital
Industry Financial Services
Experience
Incapital March 2013 - August 2015
Sammons Retirement Solutions November 2011 - November 2012
Stadion Money Management May 2011 - November 2011
McKendrySnow Financial Distributors December 2010 - November 2011
John Hancock, USA January 2009 - November 2010
John Hancock, USA December 2005 - January 2009
John Hancock USA August 2004 - December 2005
Pimco Advisors, LLC April 2002 - August 2004
Bernstein Investment Research and Management March 2000 - April 2002
Skills
Mutual Funds, Variable Annuities, Fixed Annuities, Separately Managed..., 529 Plans, Sales Presentations, Salesforce Training, Public Speaking, Business Development, Series 7, Management, Series 63, Portfolio Management, Asset Allocation, 401k, Series 6, Sales, Retirement Planning, Retirement, Investments, Equities, Strategic Financial..., Financial Services, Series 65
Education
Sacred Heart University 1995 — 1999
MS
Canton high 1991 — 1995
Incapital March 2013 - August 2015
Sammons Retirement Solutions November 2011 - November 2012
Stadion Money Management May 2011 - November 2011
McKendrySnow Financial Distributors December 2010 - November 2011
John Hancock, USA January 2009 - November 2010
John Hancock, USA December 2005 - January 2009
John Hancock USA August 2004 - December 2005
Pimco Advisors, LLC April 2002 - August 2004
Bernstein Investment Research and Management March 2000 - April 2002
Skills
Mutual Funds, Variable Annuities, Fixed Annuities, Separately Managed..., 529 Plans, Sales Presentations, Salesforce Training, Public Speaking, Business Development, Series 7, Management, Series 63, Portfolio Management, Asset Allocation, 401k, Series 6, Sales, Retirement Planning, Retirement, Investments, Equities, Strategic Financial..., Financial Services, Series 65
Education
Sacred Heart University 1995 — 1999
MS
Canton high 1991 — 1995
Tony Le, CFA's Incapital Experience 2012 - 2014
Job Finance Analyst
Industry Investment Management
Experience
Incapital 2012 - 2014
Oppenheimer & Co. Inc. July 2011 - June 2012
Terrapin Research and Management Company, Inc. April 2011 - July 2011
Mass Mutual Financial April 2006 - January 2011
Skills
Advanced knowledge of..., Advanced knowledge of..., Advanced Knowledge of..., Reasonable VBA coding..., Advanced Knowledge of..., Management, Fixed Income, Capital Markets, Investments, Portfolio Management, Equities, Series 7, Finance, Bonds, Alternative Investments, Financial Modeling, Credit, Asset Management, Bloomberg, Sales
Education
San Francisco State University 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Incapital 2012 - 2014
Oppenheimer & Co. Inc. July 2011 - June 2012
Terrapin Research and Management Company, Inc. April 2011 - July 2011
Mass Mutual Financial April 2006 - January 2011
Skills
Advanced knowledge of..., Advanced knowledge of..., Advanced Knowledge of..., Reasonable VBA coding..., Advanced Knowledge of..., Management, Fixed Income, Capital Markets, Investments, Portfolio Management, Equities, Series 7, Finance, Bonds, Alternative Investments, Financial Modeling, Credit, Asset Management, Bloomberg, Sales
Education
San Francisco State University 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Jeffrey Novak, J. D.'s Incapital Experience September 1999 - January 2001
Job Consulting Partner
Industry Investment Banking
Experience
JP Novak Consulting 2011 - Present
Morgan Stanley Smith Barney September 2009 - September 2011
CapnetX 2006 - 2008
Incapital September 1999 - January 2001
ABN AMRO June 1996 - September 1999
Skills
Strategic Planning, Securities, Contract Negotiation, Corporate Governance, Capital Markets Advisory, Estate Planning, Compliance, Due Diligence, Entrepreneurship, Wealth Management, Management Consulting, Mergers & Acquisitions, Operations Management, Operating Systems, Investments, Finance, Private Equity, Strategic Financial..., Management, Leadership, Executive Management, Corporate Finance, Alternative Investments, Risk Management, Financial Planning
Education
University of Detroit Mercy School of Law 1979 — 1982
JD, Corporate Law
Michigan State University 1975 — 1979
BA, Dbl Major: History and Philosophy
Douglas MacArthur High School 1971 — 1975
Diploma
JP Novak Consulting 2011 - Present
Morgan Stanley Smith Barney September 2009 - September 2011
CapnetX 2006 - 2008
Incapital September 1999 - January 2001
ABN AMRO June 1996 - September 1999
Skills
Strategic Planning, Securities, Contract Negotiation, Corporate Governance, Capital Markets Advisory, Estate Planning, Compliance, Due Diligence, Entrepreneurship, Wealth Management, Management Consulting, Mergers & Acquisitions, Operations Management, Operating Systems, Investments, Finance, Private Equity, Strategic Financial..., Management, Leadership, Executive Management, Corporate Finance, Alternative Investments, Risk Management, Financial Planning
Education
University of Detroit Mercy School of Law 1979 — 1982
JD, Corporate Law
Michigan State University 1975 — 1979
BA, Dbl Major: History and Philosophy
Douglas MacArthur High School 1971 — 1975
Diploma
Bill Dudley's Incapital Experience August 2010 - December 2011
Job Product Development Manager at iGroup Creative
Industry Information Technology and Services
Experience
benefitbay August 2013 - Present
iGroup Creative July 2013 - August 2014
West Corporation February 2012 - June 2013
Incapital August 2010 - December 2011
iQuest Venture Group November 2001 - July 2010
eOne Group 1999 - 2001
ConAgra Trading and Processing 1999 - 2001
Skills
Integration, SQL, IT Strategy, Microsoft SQL Server, Agile Methodologies, SDLC, XML, Business Analysis, Requirements Analysis, Software Development, Data Warehousing, IT Management, Databases, JavaScript, Cloud Computing, Database Design, SOA, Enterprise Software
Education
Colorado State University 1985 — 1991
BS
Colorado State University
Bachelor of Science (B.S.)
benefitbay August 2013 - Present
iGroup Creative July 2013 - August 2014
West Corporation February 2012 - June 2013
Incapital August 2010 - December 2011
iQuest Venture Group November 2001 - July 2010
eOne Group 1999 - 2001
ConAgra Trading and Processing 1999 - 2001
Skills
Integration, SQL, IT Strategy, Microsoft SQL Server, Agile Methodologies, SDLC, XML, Business Analysis, Requirements Analysis, Software Development, Data Warehousing, IT Management, Databases, JavaScript, Cloud Computing, Database Design, SOA, Enterprise Software
Education
Colorado State University 1985 — 1991
BS
Colorado State University
Bachelor of Science (B.S.)
Charles J Cavalier's Incapital Experience July 2010 - November 2013
Job Muni Sales at Sierra Pacific Securities
Industry Financial Services
Experience
Sierra Pacific Securities January 2014 - Present
Incapital July 2010 - November 2013
Skills
Series 7, Series 63, Securities, Bloomberg, Trading, Fixed Income, Bonds, Capital Markets, Investments, Equities, Sales, Portfolio Management, Series 53
Education
Bowling Green State University 1993 — 1997
BAC, Communications
St Ignatius High School 1988 — 1992
Sierra Pacific Securities January 2014 - Present
Incapital July 2010 - November 2013
Skills
Series 7, Series 63, Securities, Bloomberg, Trading, Fixed Income, Bonds, Capital Markets, Investments, Equities, Sales, Portfolio Management, Series 53
Education
Bowling Green State University 1993 — 1997
BAC, Communications
St Ignatius High School 1988 — 1992
Joseph Novak's Incapital Experience September 1999 - Present
Job Chief Admistrative Officer at Incapital
Industry Financial Services
Experience
Incapital September 1999 - Present
Skills
Securities, Securities Regulation, Capital Markets, Due Diligence, Mergers & Acquisitions, Private Equity, FINRA, Series 24, Structured Products, Alternative Investments, Structured Finance, Series 7, Fixed Income, Derivatives, Hedge Funds, Corporate Finance, Equities, Mutual Funds, Restructuring, Securitization
Education
Northern Illinois University
Bachelor’s Degree
The John Marshall Law School
Juris Doctor (J.D.)
Incapital September 1999 - Present
Skills
Securities, Securities Regulation, Capital Markets, Due Diligence, Mergers & Acquisitions, Private Equity, FINRA, Series 24, Structured Products, Alternative Investments, Structured Finance, Series 7, Fixed Income, Derivatives, Hedge Funds, Corporate Finance, Equities, Mutual Funds, Restructuring, Securitization
Education
Northern Illinois University
Bachelor’s Degree
The John Marshall Law School
Juris Doctor (J.D.)
Anuj Grover's Incapital Experience 2010 - 2013
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2013 - Present
Incapital 2010 - 2013
Thompson National Properties, LLC 2009 - 2010
Cohen & Steers Capital Management 2006 - 2009
Morgan Stanley Investment Management - Van Kampen Investments 2000 - 2006
Skills
Alternative Investments, Mutual Funds, Fixed Income, ETFs, Asset Allocation, Investments, Bonds, Securities, Capital Markets, Equities, Financial Advisory, Structured Products, Investment Strategies, Hedge Funds
Education
Indiana University - Kelley School of Business 1997 — 2000
Bachelor of Science (BS), Finance, General
Indiana University Bloomington 1997 — 2000
Bachelor of Science, Finance
Frank H. Hammond
Wells Fargo Advisors, LLC 2013 - Present
Incapital 2010 - 2013
Thompson National Properties, LLC 2009 - 2010
Cohen & Steers Capital Management 2006 - 2009
Morgan Stanley Investment Management - Van Kampen Investments 2000 - 2006
Skills
Alternative Investments, Mutual Funds, Fixed Income, ETFs, Asset Allocation, Investments, Bonds, Securities, Capital Markets, Equities, Financial Advisory, Structured Products, Investment Strategies, Hedge Funds
Education
Indiana University - Kelley School of Business 1997 — 2000
Bachelor of Science (BS), Finance, General
Indiana University Bloomington 1997 — 2000
Bachelor of Science, Finance
Frank H. Hammond
Bill Sei's Incapital Experience August 2009 - July 2015
Job Muni Bond Traeder
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Incapital August 2009 - July 2015
Sentinel Brokers December 2006 - August 2009
RW Smith June 2003 - December 2006
Skills
Securities, Fixed Income, Series 63, Bonds
Education
The University of Dallas 1999 — 2003
Merrill Lynch August 2015 - Present
Incapital August 2009 - July 2015
Sentinel Brokers December 2006 - August 2009
RW Smith June 2003 - December 2006
Skills
Securities, Fixed Income, Series 63, Bonds
Education
The University of Dallas 1999 — 2003
Matthew Frymier's Incapital Experience January 2002 - October 2010
Job Managing Partner at Corrum Capital Management LLC
Industry Venture Capital & Private Equity
Experience
Corrum Capital Management LLC January 2013 - Present
Stamos Capital October 2010 - December 2013
BATS Trading February 2009 - October 2010
Sterling Stamos January 2009 - October 2010
FXall January 2007 - October 2010
Incapital January 2002 - October 2010
Bank of America 1994 - October 2010
Standard Chartered Bank 1992 - 1994
Putnam Investments June 1990 - June 1992
Skills
Equities, Private Equity, Capital Markets, Hedge Funds, Fixed Income, Alternative Investments, Investment Banking, Asset Managment, Valuation, Wealth Management, Portfolio Management, FX Options, Asset Management, Credit, Funding, Capital, Venture Capital, Emerging Markets, Strategy, Investments, Due Diligence, Management, Mergers & Acquisitions
Education
Colby College 1986 — 1990
Corrum Capital Management LLC January 2013 - Present
Stamos Capital October 2010 - December 2013
BATS Trading February 2009 - October 2010
Sterling Stamos January 2009 - October 2010
FXall January 2007 - October 2010
Incapital January 2002 - October 2010
Bank of America 1994 - October 2010
Standard Chartered Bank 1992 - 1994
Putnam Investments June 1990 - June 1992
Skills
Equities, Private Equity, Capital Markets, Hedge Funds, Fixed Income, Alternative Investments, Investment Banking, Asset Managment, Valuation, Wealth Management, Portfolio Management, FX Options, Asset Management, Credit, Funding, Capital, Venture Capital, Emerging Markets, Strategy, Investments, Due Diligence, Management, Mergers & Acquisitions
Education
Colby College 1986 — 1990
Vicki Meyer's Incapital Experience December 2010 - Present
Job Vice President at Incapital
Industry Financial Services
Experience
Incapital December 2010 - Present
Bonds.com September 2008 - December 2010
LaSalle Bank NA 1985 - 2008
Education
University of Florida
Bachelors
Incapital December 2010 - Present
Bonds.com September 2008 - December 2010
LaSalle Bank NA 1985 - 2008
Education
University of Florida
Bachelors
Laird Loughlin's Incapital Experience November 2010 - July 2015
Job CFO & Business Development at Leale Solutions
Industry Computer Software
Experience
Leale Solutions August 2015 - Present
Incapital November 2010 - July 2015
Bonds.com September 2007 - December 2010
Goldman Sachs February 2001 - August 2007
Skills
Fixed Income, Equities, Capital Markets, Investment Banking, Portfolio Management, Asset Management, Trading, Alternative Investments, Trading Systems, Private Equity, Valuation, Structured Products, Derivatives, Bonds, Mutual Funds, Series 63, Investment Advisory, Wealth Management, Electronic Trading, Hedge Funds, Bloomberg, Securities, Options, Credit Derivatives
Education
Trinity College-Hartford 1996 — 2000
TASIS England 1992 — 1996
Hall Grove 1985 — 1992
Leale Solutions August 2015 - Present
Incapital November 2010 - July 2015
Bonds.com September 2007 - December 2010
Goldman Sachs February 2001 - August 2007
Skills
Fixed Income, Equities, Capital Markets, Investment Banking, Portfolio Management, Asset Management, Trading, Alternative Investments, Trading Systems, Private Equity, Valuation, Structured Products, Derivatives, Bonds, Mutual Funds, Series 63, Investment Advisory, Wealth Management, Electronic Trading, Hedge Funds, Bloomberg, Securities, Options, Credit Derivatives
Education
Trinity College-Hartford 1996 — 2000
TASIS England 1992 — 1996
Hall Grove 1985 — 1992
Jodi Waber's Incapital Experience April 2012 - Present
Job Capital Markets at Incapital
Industry Investment Banking
Experience
Incapital April 2012 - Present
Aurora Capital October 2007 - March 2012
NextGen Coal 2006 - 2011
JVB Financial 2005 - 2007
LaSalle Bank 2000 - 2005
Ocwen 1999 - 2000
State Street Bank 1997 - 1998
Skills
Strategy, Fixed Income, Due Diligence, Capital Markets, Structured Products, Loans, Investments, Business Development, Securities, Private Equity, Bonds, Structured Finance, Series 7, Investment Banking, Trading, Financial Structuring
Education
Duke University 1993 — 1997
BA
University of Miami - School of Business
MBA
Westford Academy
Incapital April 2012 - Present
Aurora Capital October 2007 - March 2012
NextGen Coal 2006 - 2011
JVB Financial 2005 - 2007
LaSalle Bank 2000 - 2005
Ocwen 1999 - 2000
State Street Bank 1997 - 1998
Skills
Strategy, Fixed Income, Due Diligence, Capital Markets, Structured Products, Loans, Investments, Business Development, Securities, Private Equity, Bonds, Structured Finance, Series 7, Investment Banking, Trading, Financial Structuring
Education
Duke University 1993 — 1997
BA
University of Miami - School of Business
MBA
Westford Academy
Daniel Barbalace's Incapital Experience May 2012 - August 2012
Job Senior .NET/Java Developer
Industry Computer Software
Experience
GoSection8.com September 2012 - Present
Incapital May 2012 - August 2012
Acquinity Interactive August 2010 - May 2012
TLO Corp August 2009 - August 2010
PTN March 2009 - August 2009
Citrix Systems May 2006 - March 2009
Par Technology Corporation 2006 - 2007
ParTek 2005 - 2007
Siva 2005 - 2007
Cyberguard 2004 - 2005
Skills
JavaScript, Microsoft SQL Server, SQL, XML, MySQL, C#, Agile Methodologies, Web Services
Education
Florida Atlantic University 2003 — 2004
The College of New Jersey 1995 — 1997
GoSection8.com September 2012 - Present
Incapital May 2012 - August 2012
Acquinity Interactive August 2010 - May 2012
TLO Corp August 2009 - August 2010
PTN March 2009 - August 2009
Citrix Systems May 2006 - March 2009
Par Technology Corporation 2006 - 2007
ParTek 2005 - 2007
Siva 2005 - 2007
Cyberguard 2004 - 2005
Skills
JavaScript, Microsoft SQL Server, SQL, XML, MySQL, C#, Agile Methodologies, Web Services
Education
Florida Atlantic University 2003 — 2004
The College of New Jersey 1995 — 1997
Matthew J. Wells CRC's Incapital Experience May 2013 - August 2013
Job Regional Vice President at Symetra Manhattan, Northern NJ, Staten Island, Westchester
Industry Financial Services
Experience
Symetra August 2013 - Present
Incapital May 2013 - August 2013
Pacific Life December 2006 - April 2013
Prudential Financial 2004 - 2006
AXA Equitable 2001 - 2004
Skills
Fixed Annuities, Mutual Funds, Retirement Planning, Retirement, Insurance, Series 63, Life Insurance, Series 6, 401k, Wealth Management, Variable Annuities, Investments, Long-term Care, Strategic Financial..., Financial Services, Series 7
Education
Florida State University 1996 — 2000
Bachelor of Science (B.S.), Political Science
Florida State University 1996 — 2000
BS, Political Science
Symetra August 2013 - Present
Incapital May 2013 - August 2013
Pacific Life December 2006 - April 2013
Prudential Financial 2004 - 2006
AXA Equitable 2001 - 2004
Skills
Fixed Annuities, Mutual Funds, Retirement Planning, Retirement, Insurance, Series 63, Life Insurance, Series 6, 401k, Wealth Management, Variable Annuities, Investments, Long-term Care, Strategic Financial..., Financial Services, Series 7
Education
Florida State University 1996 — 2000
Bachelor of Science (B.S.), Political Science
Florida State University 1996 — 2000
BS, Political Science
Dan Sfiligoj's Incapital Experience February 2009 - Present
Job Senior Accountant at Incapital
Industry Accounting
Experience
Incapital February 2009 - Present
Education
Ohio University 2004 — 2008
Bachelor of Business Administration, Accounting, Finance
Incapital February 2009 - Present
Education
Ohio University 2004 — 2008
Bachelor of Business Administration, Accounting, Finance
Christopher Napoli's Incapital Experience July 2009 - August 2010
Job Eastbay Capital
Industry Investment Management
Experience
EastBay Capital January 2014 - Present
Diamondback Capital January 2011 - Present
Tunnelbrook Capital August 2010 - January 2011
Incapital July 2009 - August 2010
Stanford Group Company September 2008 - July 2009
Merrill Lynch March 2008 - September 2008
University of Miami Graduate School of Business 2007 - 2007
Skills
Trading, Bloomberg, Fixed Income, Hedge Funds, Derivatives, Equity Trading, Trading Systems, Bonds, Global Macro, Emerging Markets, Equity Derivatives, Equities, FX Options, Capital Markets, Series 7
Education
University of Miami - School of Business 2007 — 2007
MBA, Finance
University of Miami 2002 — 2006
BBA, Finance, Legal Studies, English
CFA Institute
Chartered Financial Analyst, Level 1 Candidate June 2011
St. Thomas Aquinas HS
EastBay Capital January 2014 - Present
Diamondback Capital January 2011 - Present
Tunnelbrook Capital August 2010 - January 2011
Incapital July 2009 - August 2010
Stanford Group Company September 2008 - July 2009
Merrill Lynch March 2008 - September 2008
University of Miami Graduate School of Business 2007 - 2007
Skills
Trading, Bloomberg, Fixed Income, Hedge Funds, Derivatives, Equity Trading, Trading Systems, Bonds, Global Macro, Emerging Markets, Equity Derivatives, Equities, FX Options, Capital Markets, Series 7
Education
University of Miami - School of Business 2007 — 2007
MBA, Finance
University of Miami 2002 — 2006
BBA, Finance, Legal Studies, English
CFA Institute
Chartered Financial Analyst, Level 1 Candidate June 2011
St. Thomas Aquinas HS
Phil Marinello's Incapital Experience August 2007 - Present
Job Vice President at Incapital
Industry Financial Services
Experience
Incapital August 2007 - Present
TD Ameritrade 1997 - 2007
Skills
Series 7
Education
St. John's University 1989 — 1993
Incapital August 2007 - Present
TD Ameritrade 1997 - 2007
Skills
Series 7
Education
St. John's University 1989 — 1993
Jessica Berks's Incapital Experience August 2008 - Present
Job Assistant Vice President at Incapital
Industry Financial Services
Experience
Incapital August 2008 - Present
LaSalle Bank 1997 - 2008
Education
Fairleigh Dickinson University 1987 — 1991
CSHS
Incapital August 2008 - Present
LaSalle Bank 1997 - 2008
Education
Fairleigh Dickinson University 1987 — 1991
CSHS
Mike Gaydos's Incapital Experience 2008 - 2014
Job Vice President Product Technology at Incapital LLC
Industry Computer Software
Experience
A Company February 2009 - Present
Incapital 2008 - 2014
Incapital 2008 - 2014
Mike MacGyver Gaydos Inc. June 2008 - January 2012
Bank of America February 1993 - June 2008
LaSalle Broker Dealer Services Division 1993 - 2008
LaSalle Bank February 1993 - March 2000
Skills
Bloomberg, Bonds, Capital Markets, Derivatives, Enterprise Architecture, Equities, Fixed Income, Microsoft SQL Server, SDLC, SQL, Securities, Structured Products, Trading
Education
Florida Atlantic University 1985 — 1991
Palm Beach Community College 1982 — 1985
A Company February 2009 - Present
Incapital 2008 - 2014
Incapital 2008 - 2014
Mike MacGyver Gaydos Inc. June 2008 - January 2012
Bank of America February 1993 - June 2008
LaSalle Broker Dealer Services Division 1993 - 2008
LaSalle Bank February 1993 - March 2000
Skills
Bloomberg, Bonds, Capital Markets, Derivatives, Enterprise Architecture, Equities, Fixed Income, Microsoft SQL Server, SDLC, SQL, Securities, Structured Products, Trading
Education
Florida Atlantic University 1985 — 1991
Palm Beach Community College 1982 — 1985
Nicole James's Incapital Experience March 2008 - December 2013
Job Senior Vice President at MultiBank Securities CD Funding
Industry Financial Services
Experience
Multi-Bank Securities, Inc. February 2014 - Present
Incapital March 2008 - December 2013
LaSalle Bank May 1997 - March 2008
Skills
Series 7, Series 63, Bonds, Trading, Bloomberg, Fixed Income, Securities, FINRA
Education
Florida Atlantic University 1998 — 2001
MBA
Furman University 1992 — 1996
Bachelor of Science (B.S.)
St. Thomas Aquinas h.s.
Multi-Bank Securities, Inc. February 2014 - Present
Incapital March 2008 - December 2013
LaSalle Bank May 1997 - March 2008
Skills
Series 7, Series 63, Bonds, Trading, Bloomberg, Fixed Income, Securities, FINRA
Education
Florida Atlantic University 1998 — 2001
MBA
Furman University 1992 — 1996
Bachelor of Science (B.S.)
St. Thomas Aquinas h.s.
William K. O'Connor, CFA's Incapital Experience 2009 - July 2014
Job Senior Portfolio Manager at Ziegler Lotsoff Capital Management, LLC
Industry Investment Management
Experience
Ziegler Lotsoff Capital Management, LLC July 2014 - Present
Incapital 2009 - July 2014
Allstate Investments LLC December 1988 - March 2009
National Futures Association January 1985 - January 1988
Skills
Fixed Income, Investments, Portfolio Management, Financial Analysis, Capital Markets, Options, Bloomberg, Alternative Investments, Series 7, Securities, Hedge Funds, Asset Allocation, Series 63, Equities, Bonds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance and Accounting
Northern Illinois University 1981 — 1985
B.S., Finance and Accounting
Ziegler Lotsoff Capital Management, LLC July 2014 - Present
Incapital 2009 - July 2014
Allstate Investments LLC December 1988 - March 2009
National Futures Association January 1985 - January 1988
Skills
Fixed Income, Investments, Portfolio Management, Financial Analysis, Capital Markets, Options, Bloomberg, Alternative Investments, Series 7, Securities, Hedge Funds, Asset Allocation, Series 63, Equities, Bonds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance and Accounting
Northern Illinois University 1981 — 1985
B.S., Finance and Accounting
Nate Burstin's Incapital Experience November 2012 - Present
Job Executive Director at Incapital
Industry Financial Services
Experience
Incapital November 2012 - Present
RBC Capital Markets June 2009 - November 2011
RBC Capital Markets June 2008 - June 2009
Skills
Trading Systems, Fixed Income, Investment Banking, Financial Markets, Securities, Bloomberg, Capital Markets, Bonds, Derivatives, Hedge Funds, Trading, Series 7, Series 63, Equities, Options, Electronic Trading, FX Options
Education
Newark Academy 1997 — 2001
High School Diploma
Trinity College-Hartford
BS, Economics
Incapital November 2012 - Present
RBC Capital Markets June 2009 - November 2011
RBC Capital Markets June 2008 - June 2009
Skills
Trading Systems, Fixed Income, Investment Banking, Financial Markets, Securities, Bloomberg, Capital Markets, Bonds, Derivatives, Hedge Funds, Trading, Series 7, Series 63, Equities, Options, Electronic Trading, FX Options
Education
Newark Academy 1997 — 2001
High School Diploma
Trinity College-Hartford
BS, Economics
Matt Nowlin's Incapital Experience August 2010 - November 2011
Job
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
Mesirow Financial April 2013 - August 2013
Mesirow Financial November 2011 - April 2013
Incapital August 2010 - November 2011
Van Kampen Investments August 2008 - August 2010
Education
Miami University
BS
J.P. Morgan August 2013 - Present
Mesirow Financial April 2013 - August 2013
Mesirow Financial November 2011 - April 2013
Incapital August 2010 - November 2011
Van Kampen Investments August 2008 - August 2010
Education
Miami University
BS
David Ajifu's Incapital Experience 2014 - Present
Job Regional Vice President: Incapital
Industry Financial Services
Experience
Incapital 2014 - Present
McKendry Snow Distributors September 2011 - September 2012
Ohio National Financial Services June 2009 - September 2011
John Hancock Life Insurance Company (U.S.A.) October 2004 - April 2009
Education
California State University-Los Angeles 1985 — 1991
Liberal Arts
San Diego State University-California State University 1985 — 1986
Liberal Arts
Incapital 2014 - Present
McKendry Snow Distributors September 2011 - September 2012
Ohio National Financial Services June 2009 - September 2011
John Hancock Life Insurance Company (U.S.A.) October 2004 - April 2009
Education
California State University-Los Angeles 1985 — 1991
Liberal Arts
San Diego State University-California State University 1985 — 1986
Liberal Arts
Matthew Banks's Incapital Experience November 2010 - June 2011
Job Managing Director, National Sales Manager Fixed Income Services at Piper Jaffray
Industry Capital Markets
Experience
Piper Jaffray July 2013 - Present
The Children's Theatre Company October 2013 - Present
Seattle-Northwest Securities Corporation (Piper Jaffray) June 2011 - July 2013
Incapital November 2010 - June 2011
Incapital January 2007 - November 2010
Seattle-Northwest Securities Corporation (Piper Jaffray) 2003 - 2006
Skills
Trading, Equities, Capital Markets, Investment Banking, Fixed Income, Sales Management, Bonds, Bloomberg, Credit Derivatives, Financial Markets, Portfolio Management, Credit, Investments, Securities, Hedge Funds, Mergers & Acquisitions, Emerging Markets, Alternative Investments, Asset Management, Structured Products
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Concentrations in Finance, Strategy, Managerial & Organizational Behavior, and Accounting
Washington State University - College of Business and Economics 1995 — 1997
Bachelor of Arts, Business Administration
University of Idaho 1993 — 1995
Piper Jaffray July 2013 - Present
The Children's Theatre Company October 2013 - Present
Seattle-Northwest Securities Corporation (Piper Jaffray) June 2011 - July 2013
Incapital November 2010 - June 2011
Incapital January 2007 - November 2010
Seattle-Northwest Securities Corporation (Piper Jaffray) 2003 - 2006
Skills
Trading, Equities, Capital Markets, Investment Banking, Fixed Income, Sales Management, Bonds, Bloomberg, Credit Derivatives, Financial Markets, Portfolio Management, Credit, Investments, Securities, Hedge Funds, Mergers & Acquisitions, Emerging Markets, Alternative Investments, Asset Management, Structured Products
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Concentrations in Finance, Strategy, Managerial & Organizational Behavior, and Accounting
Washington State University - College of Business and Economics 1995 — 1997
Bachelor of Arts, Business Administration
University of Idaho 1993 — 1995
Rob Fischer's Incapital Experience January 2014 - Present
Job Managing Director at Incapital
Industry Financial Services
Experience
Incapital January 2014 - Present
Pierpont Securities LLC (a General Atlantic and Stone Point Capital company) May 2012 - December 2013
StormHarbour Securities LP June 2009 - May 2012
CRT Capital Group December 2008 - June 2009
Bear Stearns 1992 - 2008
Skills
Capital Markets, Origination, Debt/Equity, Investment Banking, Equities, Loan Origination, Mergers & Acquisitions, Emerging Markets, Fixed Income, Securitization, Hedge Funds, Finance, Alternative Investments, Private Equity, Investments, Restructuring, Asset Management, Valuation
Education
Denison University 1988 — 1992
BA, Economics
Whitefish Bay High School
Incapital January 2014 - Present
Pierpont Securities LLC (a General Atlantic and Stone Point Capital company) May 2012 - December 2013
StormHarbour Securities LP June 2009 - May 2012
CRT Capital Group December 2008 - June 2009
Bear Stearns 1992 - 2008
Skills
Capital Markets, Origination, Debt/Equity, Investment Banking, Equities, Loan Origination, Mergers & Acquisitions, Emerging Markets, Fixed Income, Securitization, Hedge Funds, Finance, Alternative Investments, Private Equity, Investments, Restructuring, Asset Management, Valuation
Education
Denison University 1988 — 1992
BA, Economics
Whitefish Bay High School
Jennifer Betts's Incapital Experience June 2014 - November 2014
Job Summer Associate at Kirkland & Ellis LLP
Industry Higher Education
Experience
Northwestern School of Law & Kellogg School of Management August 2013 - Present
Kirkland & Ellis LLP May 2015 - July 2015
Incapital June 2014 - November 2014
CH2M HILL August 2009 - July 2013
BryteStar Capital, LLC March 2009 - August 2009
Deloitte Consulting August 2008 - March 2009
Johnson & Johnson June 2007 - August 2007
Skills
Strategy, Mergers & Acquisitions, Sales, Investments, Financial Modeling, Financial Analysis, Due Diligence, Project Management, Strategic Planning, Microsoft Excel, Corporate Finance, Valuation, Business Strategy, Management Consulting, Forecasting, Competitive Analysis, Leadership
Education
Northwestern University School of Law 2013 — 2016
Doctor of Law (J.D.)
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Penn State University 2004 — 2008
Bachelor of Science (B.S.)
University of Colorado at Denver 2009 — 2010
Bachelor of Arts (B.A.)
Northwestern School of Law & Kellogg School of Management August 2013 - Present
Kirkland & Ellis LLP May 2015 - July 2015
Incapital June 2014 - November 2014
CH2M HILL August 2009 - July 2013
BryteStar Capital, LLC March 2009 - August 2009
Deloitte Consulting August 2008 - March 2009
Johnson & Johnson June 2007 - August 2007
Skills
Strategy, Mergers & Acquisitions, Sales, Investments, Financial Modeling, Financial Analysis, Due Diligence, Project Management, Strategic Planning, Microsoft Excel, Corporate Finance, Valuation, Business Strategy, Management Consulting, Forecasting, Competitive Analysis, Leadership
Education
Northwestern University School of Law 2013 — 2016
Doctor of Law (J.D.)
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Penn State University 2004 — 2008
Bachelor of Science (B.S.)
University of Colorado at Denver 2009 — 2010
Bachelor of Arts (B.A.)
Madhav Abhyankar's Incapital Experience August 2015 - Present
Job Applications Architect at Incapital LLC.
Industry Computer Software
Experience
Incapital August 2015 - Present
Incapital April 2012 - August 2015
West Monroe Partners 2011 - 2012
Trading Technologies September 2006 - May 2011
Trading Technologies 2006 - 2009
NYSE 2006 - 2006
Hexaware Technologies January 2004 - November 2004
Skills
C++, Agile Methodologies, Python, Visual C#, Visual Studio, C#, Scrum, Web Applications, Programming, XML, Integration, Web Development, ASP.NET, BizTalk, Software Design, .NET, Software Development, SQL, Object Oriented Design, OOP, Microsoft SQL Server, WCF, Multithreading, ASP.NET MVC, SOA, Web Services, Software Engineering, SDLC, Design Patterns, Distributed Systems, jQuery, ClearCase, Unit Testing, JSON, AJAX, MySQL, Entity Framework, WPF, TFS
Education
Illinois Institute of Technology 2005 — 2006
MS, Financial Markets
University of Mumbai 1999 — 2003
B. E., Electronics
R. D. National College 1997 — 1999
R. D. National College 1997 — 1999
Incapital August 2015 - Present
Incapital April 2012 - August 2015
West Monroe Partners 2011 - 2012
Trading Technologies September 2006 - May 2011
Trading Technologies 2006 - 2009
NYSE 2006 - 2006
Hexaware Technologies January 2004 - November 2004
Skills
C++, Agile Methodologies, Python, Visual C#, Visual Studio, C#, Scrum, Web Applications, Programming, XML, Integration, Web Development, ASP.NET, BizTalk, Software Design, .NET, Software Development, SQL, Object Oriented Design, OOP, Microsoft SQL Server, WCF, Multithreading, ASP.NET MVC, SOA, Web Services, Software Engineering, SDLC, Design Patterns, Distributed Systems, jQuery, ClearCase, Unit Testing, JSON, AJAX, MySQL, Entity Framework, WPF, TFS
Education
Illinois Institute of Technology 2005 — 2006
MS, Financial Markets
University of Mumbai 1999 — 2003
B. E., Electronics
R. D. National College 1997 — 1999
R. D. National College 1997 — 1999
Cristine Amorello's Incapital Experience October 2011 - Present
Job Incapital
Industry Financial Services
Experience
Incapital October 2011 - Present
Susquehanna International Group April 2010 - June 2011
FTN Financial January 2005 - April 2010
SLK 2001 - 2005
G.X. Clarke August 1989 - March 2001
Skills
Bloomberg, Bonds, Capital Markets, Fixed Income, Institutional Sales, Sales, Securities, Series 63, Series 7
Education
City University of New York
B.S, Economics, Business
Incapital October 2011 - Present
Susquehanna International Group April 2010 - June 2011
FTN Financial January 2005 - April 2010
SLK 2001 - 2005
G.X. Clarke August 1989 - March 2001
Skills
Bloomberg, Bonds, Capital Markets, Fixed Income, Institutional Sales, Sales, Securities, Series 63, Series 7
Education
City University of New York
B.S, Economics, Business
Vincent Chiera's Incapital Experience March 2008 - Present
Job Vice President Sales at Incapital
Industry Investment Banking
Experience
Incapital March 2008 - Present
LaSalle Bank 2003 - 2008
Education
University of Florida 1995 — 2000
BS, Public Relations
Incapital March 2008 - Present
LaSalle Bank 2003 - 2008
Education
University of Florida 1995 — 2000
BS, Public Relations
Scott Beshany's Incapital Experience January 2013 - Present
Job National Sales Manager, Bank Channel at Incapital
Industry Financial Services
Experience
Incapital January 2013 - Present
Incapital June 2012 - Present
BBVA Compass July 2002 - November 2011
SouthTrust Bank 1996 - 2002
Skills
Series 7, Portfolio Management, Wealth Management, Investments, Series 24, Series 63, Annuity, Fixed Annuities, Retirement Planning, Insurance, Mutual Funds, Investment Banking, Sales, Banking, Series 6, Securities, Life Insurance
Education
Samford University 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Incapital January 2013 - Present
Incapital June 2012 - Present
BBVA Compass July 2002 - November 2011
SouthTrust Bank 1996 - 2002
Skills
Series 7, Portfolio Management, Wealth Management, Investments, Series 24, Series 63, Annuity, Fixed Annuities, Retirement Planning, Insurance, Mutual Funds, Investment Banking, Sales, Banking, Series 6, Securities, Life Insurance
Education
Samford University 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Lance Mogdics's Incapital Experience July 2015 - Present
Job Regional Vice President at Incapital
Industry Financial Services
Experience
Incapital July 2015 - Present
Incapital September 2014 - Present
NorthStar Realty Securities, LLC September 2013 - August 2014
Transamerica January 2012 - September 2013
Hilliard Lyons February 2010 - December 2011
John Hancock Life Insurance Company (U.S.A.) May 2008 - April 2009
Huntington Investment Company April 2007 - May 2008
Huntington National Bank June 2004 - September 2006
Skills
Investments, Banking, Series 7, Series 63, Insurance, Securities, Fixed Annuities, Retirement Planning, Structured Products, Unit Investment Trusts, Variable Annuities, Microsoft Office, Sales, Research, Retail, Financial Analysis, Asset Managment, Credit, Risk Management, REIT, Finance
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Michigan 2003 — 2007
of LSA, Economics
Incapital July 2015 - Present
Incapital September 2014 - Present
NorthStar Realty Securities, LLC September 2013 - August 2014
Transamerica January 2012 - September 2013
Hilliard Lyons February 2010 - December 2011
John Hancock Life Insurance Company (U.S.A.) May 2008 - April 2009
Huntington Investment Company April 2007 - May 2008
Huntington National Bank June 2004 - September 2006
Skills
Investments, Banking, Series 7, Series 63, Insurance, Securities, Fixed Annuities, Retirement Planning, Structured Products, Unit Investment Trusts, Variable Annuities, Microsoft Office, Sales, Research, Retail, Financial Analysis, Asset Managment, Credit, Risk Management, REIT, Finance
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Michigan 2003 — 2007
of LSA, Economics
Lawrence W. Haag's Incapital Experience November 2014 - Present
Job Managing Director, Head of Credit Sales Incapital Holdings LLC
Industry Financial Services
Experience
Incapital November 2014 - Present
Maxim Group May 2012 - September 2014
KBW June 2010 - August 2011
Cantor Fitzgerald, LLC July 2005 - February 2010
Raymond James & Associates, Inc. January 1995 - July 2005
Paine Webber Group (acquired by UBS Securities, USA) 1982 - 1994
Skills
Credit Trading, FINRA Series 24, 8, 7..., Capital Markets, Fixed Income, Trading, Investment Banking, Investments, Hedge Funds, Bloomberg, Equities, Bonds, Series 7, Structured Products, Derivatives, Trading Systems, Sales, Business Development, Securities, Management, Financial Markets, New Business Development, Electronic Trading, CRM, Financial Modeling, Emerging Markets, FINRA, Options, Portfolio Management
Education
Boston College
Bachelor of Science, Finance
Incapital November 2014 - Present
Maxim Group May 2012 - September 2014
KBW June 2010 - August 2011
Cantor Fitzgerald, LLC July 2005 - February 2010
Raymond James & Associates, Inc. January 1995 - July 2005
Paine Webber Group (acquired by UBS Securities, USA) 1982 - 1994
Skills
Credit Trading, FINRA Series 24, 8, 7..., Capital Markets, Fixed Income, Trading, Investment Banking, Investments, Hedge Funds, Bloomberg, Equities, Bonds, Series 7, Structured Products, Derivatives, Trading Systems, Sales, Business Development, Securities, Management, Financial Markets, New Business Development, Electronic Trading, CRM, Financial Modeling, Emerging Markets, FINRA, Options, Portfolio Management
Education
Boston College
Bachelor of Science, Finance
Dhiraj Chawla's Incapital Experience November 2011 - Present
Job Full Stack .NET Developer
Industry Financial Services
Experience
Incapital November 2011 - Present
Goldman Sachs June 2010 - October 2011
Morgan Stanley February 2008 - May 2010
Stony Brook University January 2007 - December 2007
Credit Suisse June 2007 - August 2007
Skills
C#, HTML, ASP.NET, Java, C++, Agile Methodologies, SQL, Fixed Income, SQL Server Management..., jQuery, Sybase, Spring, ASP.NET MVC, TeamCity, CSS, IIS, WCF Services, SDLC, .NET, JavaScript, XML, Business Analysis, Sitecore
Education
State University of New York at Stony Brook 2006 — 2007
MS, Computer Science
Thadomal Shahani Engg College 2002 — 2006
Bachelor of Engineering (B.E.), Information Technology
Incapital November 2011 - Present
Goldman Sachs June 2010 - October 2011
Morgan Stanley February 2008 - May 2010
Stony Brook University January 2007 - December 2007
Credit Suisse June 2007 - August 2007
Skills
C#, HTML, ASP.NET, Java, C++, Agile Methodologies, SQL, Fixed Income, SQL Server Management..., jQuery, Sybase, Spring, ASP.NET MVC, TeamCity, CSS, IIS, WCF Services, SDLC, .NET, JavaScript, XML, Business Analysis, Sitecore
Education
State University of New York at Stony Brook 2006 — 2007
MS, Computer Science
Thadomal Shahani Engg College 2002 — 2006
Bachelor of Engineering (B.E.), Information Technology
Roger Grimming's Incapital Experience October 2012 - November 2013
Job KGSAlpha Capital Markets, L.P.
Industry Financial Services
Experience
KGS-Alpha Capital Markets, L.P. October 2014 - Present
Mesirow Financial May 2014 - September 2014
BB&T Capital Markets December 2013 - April 2014
Incapital October 2012 - November 2013
Mesirow Financial January 2003 - September 2012
Skills
Series 7, Fixed Income, Capital Markets, Bonds, Alternative Investments, MBS, ABS, CMBS, Securities
Education
Northwood University 2004 — 2008
KGS-Alpha Capital Markets, L.P. October 2014 - Present
Mesirow Financial May 2014 - September 2014
BB&T Capital Markets December 2013 - April 2014
Incapital October 2012 - November 2013
Mesirow Financial January 2003 - September 2012
Skills
Series 7, Fixed Income, Capital Markets, Bonds, Alternative Investments, MBS, ABS, CMBS, Securities
Education
Northwood University 2004 — 2008
Nathan Burchfield, CFA's Incapital Experience October 2012 - Present
Job Assistant Vice President, Municipal Bonds at Incapital
Industry Investment Banking
Experience
Incapital October 2012 - Present
Incapital April 2008 - October 2012
Skills
Series 63, Fixed Income, Bloomberg, Bonds, Series 24, Capital Markets, Series 7, Equities
Education
Purdue University 2003 — 2007
BS, Finance
Incapital October 2012 - Present
Incapital April 2008 - October 2012
Skills
Series 63, Fixed Income, Bloomberg, Bonds, Series 24, Capital Markets, Series 7, Equities
Education
Purdue University 2003 — 2007
BS, Finance
Grant Warren's Incapital Experience June 2012 - August 2012
Job Director of Revenue Optimization at Caesars Entertainment Corporation
Industry Entertainment
Experience
Caesars Entertainment Corporation February 2015 - Present
Caesars Entertainment Corporation February 2014 - February 2015
Caesars Entertainment Corporation July 2013 - February 2014
Incapital June 2012 - August 2012
United Indians of All Tribes Foundation January 2011 - March 2011
World Wildlife Fund June 2010 - August 2010
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (BA), Economics
Københavns Universitet / University of Copenhagen 2011 — 2011
Exchange - B.A., Economics
Woodinville High School 2006 — 2009
High School
Caesars Entertainment Corporation February 2015 - Present
Caesars Entertainment Corporation February 2014 - February 2015
Caesars Entertainment Corporation July 2013 - February 2014
Incapital June 2012 - August 2012
United Indians of All Tribes Foundation January 2011 - March 2011
World Wildlife Fund June 2010 - August 2010
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (BA), Economics
Københavns Universitet / University of Copenhagen 2011 — 2011
Exchange - B.A., Economics
Woodinville High School 2006 — 2009
High School
Jim Edelmann, CFA's Incapital Experience June 2014 - Present
Job Regional Vice President at Incapital
Industry Investment Management
Experience
Incapital June 2014 - Present
AIG December 2006 - June 2013
National City September 2004 - December 2006
National City December 1999 - September 2004
Griffin Portfolio Managment August 1994 - December 1999
Skills
Mutual Funds, Investments, Asset Allocation, Series 7, Alternative Investments, Wealth Management, Asset Management, Retirement Planning, Securities, Investment Strategies, Investment Advisory, Retirement, Portfolio Management, Equities, 401k, Fixed Annuities, Fixed Income, Hedge Funds, Strategic Financial..., Separately Managed..., Series 65, Uniform Combined State..., Financial Services, Variable Annuities, Financial Advisory, Insurance, Finance, Investment Management, Relationship Management, Life Insurance, Bonds, Financial Planning
Education
Walsh College of Accountancy and Business Administration 1993 — 1994
Master of Science in Finance, Specializing in Global Finance
Eastern Michigan University 1990 — 1992
Bachelor of Business Administration (BBA), Finance
Incapital June 2014 - Present
AIG December 2006 - June 2013
National City September 2004 - December 2006
National City December 1999 - September 2004
Griffin Portfolio Managment August 1994 - December 1999
Skills
Mutual Funds, Investments, Asset Allocation, Series 7, Alternative Investments, Wealth Management, Asset Management, Retirement Planning, Securities, Investment Strategies, Investment Advisory, Retirement, Portfolio Management, Equities, 401k, Fixed Annuities, Fixed Income, Hedge Funds, Strategic Financial..., Separately Managed..., Series 65, Uniform Combined State..., Financial Services, Variable Annuities, Financial Advisory, Insurance, Finance, Investment Management, Relationship Management, Life Insurance, Bonds, Financial Planning
Education
Walsh College of Accountancy and Business Administration 1993 — 1994
Master of Science in Finance, Specializing in Global Finance
Eastern Michigan University 1990 — 1992
Bachelor of Business Administration (BBA), Finance
Robert Schlemmer's Incapital Experience March 2013 - October 2013
Job Sr Vice President, at Verdeam LLC
Industry Financial Services
Experience
Verdeam LLC January 2014 - Present
Incapital March 2013 - October 2013
RJS Holdings 2009 - 2012
UBS Wealth Management 2000 - 2009
PaineWebber 1995 - 2000
Skills
Capital Markets, Fixed Income, Bloomberg, Equities, Insurance, Series 7, Strategic Planning
Education
Miami University
Bachelor's degree, Finance
Verdeam LLC January 2014 - Present
Incapital March 2013 - October 2013
RJS Holdings 2009 - 2012
UBS Wealth Management 2000 - 2009
PaineWebber 1995 - 2000
Skills
Capital Markets, Fixed Income, Bloomberg, Equities, Insurance, Series 7, Strategic Planning
Education
Miami University
Bachelor's degree, Finance
Scott Blessing's Incapital Experience May 2014 - August 2014
Job Student at University of Illinois at UrbanaChampaign
Industry Computer Software
Experience
Midcontinent Independent System Operator May 2015 - August 2015
Intelliwheels February 2015 - May 2015
Incapital May 2014 - August 2014
Heartland Business Systems May 2011 - August 2013
Maple Hill Recreation Corporation May 2010 - August 2010
Skills
Java, C++, C#, Photoshop, Microsoft Office, Microsoft CRM, SharePoint, Android Development, CSS, Programming, Entity Framework, HTML, C, .NET, SQL, JavaScript, Microsoft Word
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Computer Science with Physics Minor, 3.8
Midcontinent Independent System Operator May 2015 - August 2015
Intelliwheels February 2015 - May 2015
Incapital May 2014 - August 2014
Heartland Business Systems May 2011 - August 2013
Maple Hill Recreation Corporation May 2010 - August 2010
Skills
Java, C++, C#, Photoshop, Microsoft Office, Microsoft CRM, SharePoint, Android Development, CSS, Programming, Entity Framework, HTML, C, .NET, SQL, JavaScript, Microsoft Word
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Computer Science with Physics Minor, 3.8
Jim Cashmore's Incapital Experience May 2012 - June 2013
Job Structured products
Industry Financial Services
Experience
Odeon Capital Group LLC June 2014 - February 2015
D.A. Davidson Companies June 2013 - April 2014
Incapital May 2012 - June 2013
Stephens Inc. March 2004 - May 2012
William R. Hough & Co. February 1996 - February 2004
Skills
Mortgage Analytics, CMBS, Intex, ABS, Secondary Mortgage..., Trading Strategies, Trading, Institutional Sales, Excel models, Bloomberg, Chartered Financial..., Series 7, Series 63, Series 24, Series 27, BondEdge, Fixed Income Analysis, Fixed Income, Securities, Structured Finance, Portfolio Management, Yieldbook, Client Relations, Structured Products, Asset-backed..., Portfolio Optimization
Education
University of Richmond
Bachelor of Arts (B.A.), Philosophy
University of Richmond
Bachelor of Arts (B.A.)
Odeon Capital Group LLC June 2014 - February 2015
D.A. Davidson Companies June 2013 - April 2014
Incapital May 2012 - June 2013
Stephens Inc. March 2004 - May 2012
William R. Hough & Co. February 1996 - February 2004
Skills
Mortgage Analytics, CMBS, Intex, ABS, Secondary Mortgage..., Trading Strategies, Trading, Institutional Sales, Excel models, Bloomberg, Chartered Financial..., Series 7, Series 63, Series 24, Series 27, BondEdge, Fixed Income Analysis, Fixed Income, Securities, Structured Finance, Portfolio Management, Yieldbook, Client Relations, Structured Products, Asset-backed..., Portfolio Optimization
Education
University of Richmond
Bachelor of Arts (B.A.), Philosophy
University of Richmond
Bachelor of Arts (B.A.)