Mesirow Financial
Industry: Financial services company
DescriptionMesirow Financial is a financial services company based in Chicago. The firm is employee-owned. It provides investment management, capital markets, and investment banking services. CEO: Richard S. Price (Mar 2011–) Assets under management: 34.5 billion USD Headquarters: Chicago, Illinois, United States Founder: Norman Mesirow Founded: 1937 Number of employees: 600
Mesirow Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Mesirow Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Mesirow Financial Salaries. You can even request information on how much does Mesirow Financial pay if you want to. Learn about salaries, pros and cons of working for Mesirow Financial 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!
1,160 Mesirow Financial employees in database. Find out everything there's to know about Mesirow Financial 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.
Mesirow Financial Employees
Desolab June 2014 - Present
Global Sense, L.L.C. February 2011 - Present
Globix Ventures, LLC January 2006 - Present
ICHTHUS CHRISTIAN BROTHERS DEVELOP., INC January 2014 - February 2015
Эксперт (EXPERT) ENGLISH SCHOOL, Odessa, Ukraine January 2014 - April 2014
Robert Half International January 2011 - December 2012
Mesirow Financial August 2012 - November 2012
Kumvest February 2012 - July 2012
Law office Of Frank J. Shamy August 2003 - June 2011
Saiber, LLC June 2009 - August 2009
Skills
Legal Writing, Litigation, Corporate Law, Corporate Governance, Commercial Litigation, Management Consulting, Arbitration, Courts, Civil Litigation, Due Diligence, Intellectual Property, Legal Research, Contract Negotiation, Legal Assistance, Real Estate, Mediation, Licensing, Patents, Litigation Support, Joint Ventures, Employment Law, Appeals, Trials, Negotiation, Strategy, Criminal Law, International Business, International Relations, International Law, International Travel, Document Review, Dispute Settlement, Settlement Agreements, Debt Settlement, Diamonds, Rough Diamonds, Diamond Jewelry, Gold, Oil Industry, Mentoring, Information Technology, Bankruptcy, Oil & Gas Industry, Oil/Gas, Government, Dispute Resolution, Commercial Real Estate, Private Equity, Business Development, Mergers & Acquisitions
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2012
EMBA, Executive Masters of Business Administration
Seton Hall University School of Law 2001 — 2005
JD, Law
Rutgers University-New Brunswick 1993 — 1998
BA, Sociology & Africana Studies
Cazenovia College 1991 — 1993
AS, Business Management
CFS 1987 — 1991
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
CFS 1987 — 1991
Cornell University
Wiretaps to Big Data
Harvard Law School
Juris Doctor (J.D.), Contract Law
Massachusetts Institute of Technology
Innovation and Commercialization & Supply Chain and Logistics Fundamentals
Chicago Transit Authority January 2015 - Present
Mesirow Financial 2011 - 2012
Mesirow Financial 2006 - 2011
Mesirow Financial 1999 - 2006
Mesirow Financial 1996 - 1999
Paine Webber 1995 - 1996
Paine Webber 1988 - 1995
US Navy 1987 - 1995
Skills
Data Center, ITIL, Networking, IT Management, Disaster Recovery, WAN, Troubleshooting, Vendor Management, Business Analysis, Infrastructure, Network Engineering, IT Strategy, Integration, Wireless, TCP/IP, Management, VMware, Network Security, Windows Server, Cloud Computing, Active Directory, IP, Virtualization, System Administration, Risk Management, Mentoring, Security, Leadership, Firewalls, Microsoft Exchange, Visio, Process Improvement, Project Planning, Requirements Analysis, Microsoft Office, Cisco Technologies, Telecommunications, VPN, Business Continuity, Windows, Information Technology, Juniper Technologies
Education
Pacific Western University — BS Communications
Bachelor of Science (BS), Electrical, Electronics and Communications Engineering
University of the State of New York - Regents
Associate of Arts and Sciences (AAS)
United States Navy Aviation School
RF Communications, Cryptography.
DeVry Institute of Technology
Electrical, Electronics and Communications Engineering
College of Lake County
Liberal Arts and Sciences/Liberal Studies
University of Illinois at Chicago
Liberal Arts and Sciences/Liberal Studies
JLL August 2015 - Present
Mesirow Financial March 2014 - August 2015
DePaul University Athletic Department September 2010 - March 2014
WGN-TV July 2013 - November 2013
Ann and Robert H. Lurie Children's Hospital of Chicago Foundation April 2013 - July 2013
Best Buddies Illinois June 2012 - September 2012
Skills
Social Media, Event Planning, Social Networking, Nonprofits, Fundraising, Facebook, Community Outreach, Public Relations, Press Releases, Marketing, Journalism, Program Management, WordPress, Raiser's Edge, Internal Communications
Education
DePaul University 2010 — 2014
Bachelor of Arts (BA), Public Relations and Advertising, Minor in Journalism
England Analytics August 2010 - Present
Fulton County Schools November 2011 - September 2013
Credit Suisse First Boston/ DLJ 1999 - 2002
Mesirow Financial 1996 - 1998
Chicago Stock Exchange 1992 - 1995
Education
Columbia College Chicago 1988 — 1992
BA, Marketing, Public Relations
Mesirow Financial April 2015 - Present
Education
DePaul University 2004 — 2007
B.A.
Mesirow Financial September 2014 - Present
Kinglsey Perkins and Company, LLC. June 2012 - September 2014
DePaul University September 2009 - June 2013
Skills
Strategic Financial..., Microsoft Excel, Wealth Management, Financial Modeling, Asset Allocation, Mutual Funds, Morningstar Office, Retirement Planning, Financial Statement..., Equity Research, Financial Analysis, Market Research, ETFs, Risk Assessment, Alternative Investments, Wealth Preservation..., Wealth Accumulation..., Advent, MoneyguidePro, NaviPlan, Investments, Finance, Financial Planning
Education
DePaul University 2009 — 2013
Bachelor of Arts (B.A.), Finance, Senior
MSDSonline January 2014 - Present
Hub International December 2012 - January 2014
Mesirow Financial July 2011 - August 2011
Camp Ojibwa for Boys June 2010 - August 2010
Skills
Economics, Spanish, Statistics, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Market Research, Research, Social Media, Analysis, Financial Modeling, Marketing
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Arts, Economics, Spanish
Complutense University of Madrid 2011 — 2011
DePaul University
Master's Degree, Predictive Analytics
DePaul University
Master’s Degree, Predictive Analytics
Mesirow Financial December 2013 - Present
Staren and Company October 2012 - Present
Theodora Staren December 2012 - Present
Chicago Non-Profit December 2011 - Present
Londo Mondo September 2011 - November 2012
Gift of Adoption December 2010 - January 2012
Young Professional of Chicago January 2011 - December 2011
Transformers 3 2010 - 2010
bebe June 2008 - July 2009
Advantage Management 2009 - 2009
Skills
Improvisation, Event Planning, Data Entry, Budgets, Social Networking, Facebook, Social Media, Nonprofits, Marketing, Public Relations, Blogging, Event Management, Public Speaking, Social Media Marketing, Sales Operations, Newsletters, Sales, Advertising, Leadership
Education
DePaul University 2006 — 2011
Bachelors of Science, Management with a Concentration in Operations, Minor in Applied Psychology
Second City
WRIGHT LEADERSHIP UNIVERSITY
Mesirow Financial June 2002 - Present
Mesirow Financial June 2002 - June 2012
Mesirow Financial June 2002 - April 2005
Regence Blue Cross Blue Shield of Oregon December 1996 - January 2002
Health Net (formerly PACC Health Plans) 1995 - 1996
National Council on Compensation Insurance 1990 - 1995
Aon 1985 - 1989
Skills
Employee Benefits, Training, Strategic Planning, Insurance, Management, Health Promotion, Health Insurance, Leadership, Team Building, Process Improvement, Employee Wellness..., Wellness, Project Planning, Leadership Development, Budgets, Project Management, Customer Service, Coaching, Performance Management, Organizational..., Strategy, Change Management, Recruiting, Vendor Management, Employee Relations, Operations Management, Operational Planning
Education
DePaul University
MBA, Organizational Development
Oak Park River Forest High School
University of Illinois at Urbana-Champaign
BS, English Literature
Mesirow Financial 2015 - Present
Self-Employed 2005 - Present
Northwestern Mutual, The McTigue Financial Group 2012 - 2014
Mental Karate 2009 - 2012
Heartland International, Inc. 2008 - 2012
Skills
Public Speaking, Creative Direction, Management Consulting, Editing, Strategic Thinking, Leadership Development, Program Evaluation, Coaching, Business Strategy, Team Management, Qualitative Research, Customer Service
Education
DePaul University
MA, Sociology
Wheaton College
BA, Sociology
The University of Chicago, Office of Investments July 2013 - Present
The University of Chicago, Office of Investments February 2010 - June 2013
Fiduciary Management Associates September 2006 - February 2010
Institutional Capital October 1999 - August 2006
Security Capital February 1998 - October 1999
Mesirow Financial July 1991 - February 1998
Munder Capital Management June 1987 - July 1991
Skills
Equities, Asset Allocation, Investments, Portfolio Management, Asset Managment, Hedge Funds, Valuation
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA
DePaul University 2001 — 2003
BA
UHY Advisors May 2014 - Present
Huntington National Bank December 2012 - May 2014
Mesirow Financial March 2012 - November 2012
Mesirow Financial October 2011 - March 2012
Skills
Microsoft Office, Excel, PowerPoint, Insurance, Microsoft Word, Data Analysis, Employee Benefits, Outlook, Finance, Customer Service, Research, Microsoft Excel, Risk Management, Access
Education
DePaul University 2007 — 2011
Bachelor of Science, Finance
Mesirow Financial November 2012 - April 2015
Oppenheimer & Co. June 2011 - August 2012
Oppenheimer & Co. Inc. June 2010 - August 2010
Bureau of Economic Analysis September 2009 - December 2009
Watson and Renner September 2009 - December 2009
Wittek Development June 2008 - September 2009
Skills
Investment Banking, Financial Modeling, Bloomberg, Due Diligence, Economics, Capital Markets, Microsoft Excel, PowerPoint, Financial Analysis, Valuation, Capital IQ, Series 7, Mergers, Data Analysis, Entrepreneurship, Strategic Partnerships, Project Management, Board Games
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Entrepreneurship and Technology
Dartmouth College 2007 — 2011
Bachelor of Arts (B.A.), Economics and Government
Huron Consulting Group May 2014 - Present
Kirkland & Ellis LLP November 2011 - May 2014
Mesirow Financial September 2003 - August 2009
Drinker Biddle & Reath LLP August 2002 - June 2003
Skills
Social Media, Spanish, CRM, Marketing, Marketing Information..., Data Analysis, Marketing Communications, Social Networking, Customer Service, Microsoft CRM, Email Marketing, Marketing Strategy, Project Management, Financial Services, Salesforce.com, Salesforce.com..., Salesforce Training, Salesforce.com..., Software Implementation, System Testing, User Acceptance Testing, Business Process..., LexisNexis, Email Marketing Software
Education
DePaul University 2006 — 2011
BA, International Studies
Cristo Rey Jesuit High School 2002 — 2006
Censeo Consulting Group August 2014 - Present
Google May 2014 - June 2014
Cambridge University Finance and Investment Society October 2013 - June 2014
Mesirow Financial June 2013 - August 2013
Center for Teaching Excellence, Cornell University September 2011 - May 2013
The National Institute on Drug Abuse (NIDA), University of California San Francisco June 2012 - August 2012
Johnson School of Management, Cornell University September 2011 - May 2012
The National Institute on Drug Abuse (NIDA), University of California Los Angeles June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Teamwork, Public Speaking, English, Data Analysis, Equity Research, Statistics, Valuation, Spanish, SPSS, Economics, Business Strategy
Education
University of Cambridge, Judge Business School 2013 — 2014
Master of Philosophy (MPhil), Management
Cornell University 2009 — 2013
Bachelor of Science (BS), summa cum laude, Sociology; Minor in Spanish, 3.8/4.0
Mesirow Financial February 2014 - Present
Archdiocese of Chicago April 2013 - February 2014
Archdiocese of Chicago June 2011 - April 2013
domu.com August 2010 - August 2011
St. Clement Church September 2006 - August 2010
IOCOM October 2009 - March 2010
DePaul University 2006 - 2010
WGN Radio September 2007 - October 2009
Skills
Marketing, Employee Benefits, Event Planning, Social Media, Microsoft Office, Public Speaking, Social Media Marketing, PowerPoint, Customer Service, Microsoft Excel, Social Networking, Microsoft Word, Nonprofits
Education
DePaul University 2006 — 2010
Bachelor of Science, Marketing/Management
St. Ignatius College Prep 2001 — 2005
The First Tee of Greater Seattle January 2015 - Present
Northern Trust January 2007 - May 2014
Northern Trust March 2006 - December 2006
Mesirow Financial August 2005 - March 2006
ProEquities December 2004 - August 2005
Kroll Construction October 2001 - December 2004
City of Chicago Department of Sewers May 2001 - September 2001
Skills
Bloomberg, Charles River IMS, SQL, Fixed Income, Asset Managment, Portfolio Management, Equities, Investments, Securities, Derivatives, Mutual Funds, Hedge Funds, Asset Allocation, Trading, FX Options, Trading Systems, Middle Office, Financial Services, Electronic Trading, Settlement, Investment Banking, Asset Management
Education
DePaul University 1999 — 2004
Bachelor of Science (B.S.), Finance, General
Columbia University in the City of New York February 2015 - Present
Mesirow Financial August 2012 - May 2014
NYC Department of Education May 2012 - August 2012
Columbia University September 2010 - June 2012
Rip Road, Inc. June 2011 - August 2011
Columbia University June 2009 - May 2011
Kraftworks May 2010 - August 2010
Ruby Media Group LLC January 2010 - May 2010
Columbia University - Academic Success Programs June 2009 - August 2009
Skills
Teamwork, Financial Analysis, Financial Modeling, Statistical Modeling, Mathematical Modeling, Data Analysis, Statistics, Quantitative Research, Qualitative Research, Market Research, Project Management, Human Resources, Marketing, Public Relations, Event Planning, Research, Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Java, Matlab, VBA, SQL, HTML, SPSS, Operations Research, Quantitative Analytics, Social Media, Spanish, Strategy, Strategic Planning, Probability, Finance, Economics, Consulting, Linear Programming, Time Series Analysis, Blogging
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
MS, Operations Research
Columbia University - Fu Foundation School of Engineering and Applied Science 2007 — 2011
BS, Operations Research: Engineering Management Systems
Mesirow Financial September 2013 - Present
A.G. Bisset Associates, LLC March 2009 - September 2013
AllianceBernstein June 2003 - September 2008
AllianceBernstein March 1997 - June 2003
Bernstein Investment Research and Management September 1994 - March 1997
Skills
FX Research, Currency Risk Management, Active Currency Hedging, Currency Alpha, Trend Analysis, Trend Research, Quantitative Research, Quantitative Analysis, Financial Modeling, Statistical Modeling, Factor Analysis, SQL, SQL database design, SAS/SQL, SAS, Excel, VBA, Technical Presentations, Tail Risk Strategies, Asset Allocation, Asset Management, Systematic Investing, Rules-Based Investing, Trend Following Systems, Risk Management, Alternative Investments, Hedge Funds, Equity Research, Quantitative Analytics, Manage Client..., Client Relations Skills
Education
Cornell University 1990 — 1994
Bachelor of Science, Operations Research & Industrial Engineering
LNE Group July 2015 - Present
LNE Group January 2015 - July 2015
Denison University September 2013 - May 2014
Denison University 2010 - 2014
Mesirow Financial June 2013 - August 2013
Mesirow Financial June 2012 - August 2012
LNE Group May 2011 - August 2011
Paragon Tech June 2010 - August 2010
Skills
Strategic Communications, Investment Management, Investment Advisory, Market Research, Organizational..., Government Advocacy, Team Leadership, Grant Writing, Research, Public Speaking, Leadership, Microsoft Office, Editing, Teamwork
Education
Denison University 2010 — 2014
Undergraduate, French Language and Literature, Communication, Sociology
The Kiski School 2006 — 2010
Ameriprise Financial Services, Inc. February 2014 - Present
Mesirow Financial March 1998 - January 2014
Education
DePaul University
Biology, General
JPMorgan Chase October 2013 - Present
Millennium Trust Company March 2012 - October 2013
Nuveen Investments December 2011 - March 2012
MF Global February 2011 - October 2011
Mesirow Financial September 2007 - February 2011
JPMorgan Chase February 2006 - September 2007
JP Morgan Chase February 2005 - February 2006
Banc One Securities Corp 2000 - 2005
Lincoln Financial Advisors August 1997 - March 2000
Skills
Licensing, Series 7, Series 63, AML, Series 24, Fixed Income, Equities, Investment Advisory, Asset Managment, Hedge Funds, Financial Services, Investments, Due Diligence, Risk Management, Capital Markets
Education
DePaul University 2000 — 2007
Liberal Arts, school for new learning
The FINRA Institute at Wharton 2003 — 2005
Certified Regulatory and Compliance Professional (CRCP), Securities
The ALS Association May 2013 - February 2015
Mesirow Financial February 2013 - April 2014
Stockbridge Capital Group June 2010 - December 2012
RREEF March 2001 - June 2010
JMB Realty Corporation 1987 - 2001
VMS Realty Corporation 1984 - 1987
KPMG (formerly Peat, Marwick Mitchell) 1982 - 1984
Skills
Valuation, Portfolio Management, Due Diligence, Real Estate Economics, Real Estate, Finance, Disposition, Property Management, Real Estate Transactions, Negotiation, Investment Properties, Management, Financial Analysis, CRM, Capital Markets, Investment Strategies, Marketing, Financial Modeling, Investments, Asset Management, Real Estate Development
Education
DePaul University
MBA, Real Estate Finance
Loyola University of Chicago
BBA, Public Accounting
Mesirow Financial November 2014 - Present
Fidelity Life February 2014 - November 2014
Phoenix Children's Hospital September 2013 - January 2014
Mesirow Financial Inc. April 2007 - September 2013
Lambent 2005 - 2007
Petroferm Inc. 1995 - 2007
BASF August 1997 - March 2005
PPG Industries May 1997 - March 2003
JC Penney 1991 - 1992
Skills
SQL Server 2000-2008, Lawson, Sagitta, SQL Server, Unix, Databases, SQL, Windows, ITIL, Administration, Database Administration, Oracle, Sybase, Windows Server, Unix Shell Scripting, Red Hat Linux, JavaScript, T-SQL, Database Admin, Powershell, VBScript, Relational Databases, Oracle Application..., Oracle E-Business Suite, VMware, Microsoft SQL Server, System Administration, IT Management, Data Migration, SharePoint, VB.NET, Servers, Database Design, Access, SQL Tuning, IIS, Performance Tuning, SSIS, SSRS
Education
DePaul University 2010 — 2010
SQL Server Database Administration Program, Data Modeling/Warehousing and Database Administration
Marquette University 1987 — 1991
BS, Computer Science, Mathematics
Mesirow Financial April 2014 - Present
Mesirow Financial May 2012 - April 2014
Northern Trust Global Investments November 2010 - May 2012
Northern Trust Global Investments July 2009 - November 2010
Skills
Equities, Asset Allocation, Investments, Fixed Income, Portfolio Management, Valuation, Alternative Investments, Asset Management, Investment Management
Education
Cornell University 2002 — 2007
Fenwick High School 1998 — 2002
High School
Nuveen Investments 2014 - Present
Goldman Sachs 2012 - 2014
MaxLinear 2009 - 2012
Jackson Capital Management 2007 - 2009
Mesirow Financial February 2004 - June 2008
Gen3 Capital 2007 - 2007
Skills
Business Strategy, Business Development, Venture Capital, Corporate Development, Due Diligence, Financial Analysis, Investor Relations, Valuation, Product Management, Licensing Negotiations, Mergers, Telecommunications, Equities, Investments, Finance, Equity Research, Start-ups, Strategy
Education
DePaul University
Bachelor of Science (BSc)
Mesirow Financial February 2015 - Present
William Blair & Company July 2012 - January 2015
The Executives' Club of Chicago February 2010 - May 2010
The Global FoodBanking Network June 2008 - December 2009
Opportunity International 2003 - 2007
Skills
Non-profits, Fundraising, Research, Event Planning, Training, Nonprofits, Event Management, Spanish, Strategic Planning, Grants, Strategic Partnerships, Leadership, Public Speaking, Business Planning, Teamwork, Community Outreach, Strategy, International..., Volunteer Management, Management, Program Management, Editing, Analysis, Interviews, Administration, Budgets, Social Media, International Relations, Public Policy, Public Relations, French, Competitive Analysis
Education
DePaul University 2009 — 2011
M.S., International Public Service Management
Saint Louis University 1995 — 1999
B.A., English
Million Dollar Scholar February 2014 - Present
Ogilvy & Mather May 2014 - October 2014
NBC Sports and Conde Nast May 2013 - May 2014
Carnegie Corporation of New York September 2013 - September 2013
Northern Trust July 2012 - March 2013
Mesirow Financial September 2011 - February 2012
Columbia College Chicago September 2008 - May 2011
Flowers Communications Group October 2009 - April 2010
DDB 2010 - 2010
Northwestern Memorial Hospital May 2009 - August 2009
Skills
Writing, Adobe Software, InDesign, Market Research, Editing, Strategic Communications, Fundraising, Factiva, Field Marketing, Social Media Marketing, Corporate Communications, Corporate Social..., Photoshop, Storyboarding, Voice Over, Community Relations, Community Service, Healthcare Marketing, Marketing, Cold Calling, Pitching Media, Pitching Ideas, Media Relations, digi, Digital Marketing, Digital Media, Digital Strategy, Event Management, Event Planning, Coordinating Events, Private Events, Crisis Communications, Crisis Management, Integrated Marketing, Facebook, Brand Development, Strategy, New Media, Leadership, Social Media, Copywriting, Advertising, Social Networking
Education
Columbia College Chicago 2008 — 2011
BA, Marketing Communications
Columbia College Chicago 2008 — 2011
Augustana
Columbia College Chicago
Mesirow Financial May 2013 - Present
RR Donnelley October 2000 - May 2013
DCSS March 1996 - 2000
Skills
CISSP, Program Management, Governance, Leadership, Disaster Recovery, Integration, Cloud Computing, Core Competences, Enterprise Architecture, Security, Information Security..., Business Development, Project Management
Education
Northwestern University 2001 — 2003
MSC, Communication
Loyola University of Chicago 1993 — 1995
MBA, MIS
University of Delhi 1987 — 1990
B.Comm(Hons), Commerce
Mesirow Financial January 2012 - December 2014
UBS Investment Bank July 2010 - September 2011
Raytheon Integrated Defense Systems June 2009 - August 2009
Citi July 2008 - August 2008
Skills
Derivatives, Series 7, Series 63, Trading, Bonds, Credit, Rates, FX, FX trading, Bloomberg, Excel, Microsoft Office, Financial Modeling, Equities, Hedge Funds, Emerging Markets, Microsoft Excel, FX Options, Corporate Finance, Finance, Options, Fixed Income, Investments, Financial Analysis, Analysis, Valuation, Strategy
Education
Columbia University in the City of New York 2006 — 2010
B.A., Economics
Phillips Academy Andover 2002 — 2006
AJ Feldman Financial October 2010 - Present
The SamFund June 2010 - Present
Center for Independent Futures August 2007 - June 2011
Mesirow Financial May 2008 - March 2009
Lincoln Park Financial Group January 2006 - April 2008
Treasury Equity LLC May 2002 - December 2005
Skills
Strategic Financial..., Investments, Investment Advisory, Investment Management, Finance, Financial Advisory, Wealth, Non-profits, Budgets, ETFs, Asset Managment, Asset Allocation, Alternative Investments, Nonprofits, Retirement Planning, Asset Management, Personal Finance, Financial Planning, Portfolio Management, Strategic Planning
Education
Indiana University Bloomington 1998 — 2002
Philosophy, Business Certifacate, Philosophy, Psychology and Business (LAMP Program)
DePaul University
Raymond James Financial Inc. November 2013 - Present
Financial Services Consulting, LLC August 2007 - November 2013
J.B. Hanauer & Co. July 1997 - August 2007
Mesirow Financial October 1995 - July 1997
Prudential Financial January 1989 - April 1994
SHEARSON LEHMAN BROS October 1983 - January 1989
Bank of America Investment Management Co., GE Professional Services September 1979 - October 1983
Skills
Program Management, Business Development, Management, Enterprise Software, Networking, Performance Reporting, Software Development, Vendor Management
Education
University of California, San Diego 1976 — 1979
BA, Management Science
County College of Morris
Certificate, Webmaster
Fremont High School
Barnicle Consulting LLC July 2015 - Present
InvestCloud, Inc. September 2014 - Present
Neuberger Berman September 2012 - September 2014
Deloitte & Touche LLP June 2010 - September 2012
Sr. Consultant - Capital Markets Consulting at Deloitte & Touche LLP February 2008 - June 2010
Mesirow Financial February 2006 - February 2008
Nuveen Investments September 2005 - February 2006
CheckFree March 2003 - November 2004
Zurich Scudder Investment February 2001 - August 2002
The Second City 2001 - 2002
Skills
Portfolio Management, Equities, Trading, Capital Markets, Investments, Compliance, Procedure Development, System Architecture, Fixed Income Technology, Compliance Testing, Business Analysis, Asset Management, Finance, Securities, Trading Systems, Business Process, Team Management, Bonds, Financial Services, Investment Management, Bloomberg, Project Management, Risk Management, Fixed Income, SDLC, Analysis, Financial Risk, Software Documentation, Derivatives, Databases
Education
DePaul University 1998 — 2000
MBA, Information Technologies
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, MIS
DePaul University 1994 — 1997
Bachelor of Science, Finance and Marketing
Fenwick 1987 — 1991
University of Illinois at Urbana-Champaign
Vanderbilt-Ingram Cancer Center October 2013 - Present
Mesirow Financial November 2009 - October 2013
Ariel Investments 2000 - 2008
Chicago Board Trade 1999 - 2000
Skills
Office Management, Customer Service, Microsoft Excel, Administrative..., Outlook, SharePoint, Public Speaking, Event Planning, Employee Benefits, Microsoft Office, Human Resources, Employee Relations, Spreadsheets, Budgets, Heavy Calendaring, Access, Financial Analysis, PowerPoint, Research, Arrangements, Asset Managment, Fundraising, Event Management, PeopleSoft, Social Media
Education
DePaul University
Edge Logistics, LLC August 2014 - Present
Traffic Tech January 2014 - March 2014
Hoopis Financial Group April 2013 - March 2014
Echo Global Logistics November 2011 - April 2013
Mesirow Financial 2010 - 2011
Green Acres Country Club 2008 - 2009
Camp Deerhorn 2004 - 2007
Skills
Sales, Logistics, Marketing, Public Speaking, Truckload, Negotiation, Sales Management, Customer Service, Account Management, Microsoft Excel, 3PL, Cold Calling, Freight, PowerPoint, Operations Management, Inventory Management, Pricing, Transportation, Supply Chain Management, New Business Development, Strategic Financial..., Building Relationships, Relationship Management, Fixed Annuities, Teamwork, Retirement Planning, Life Insurance, Time Management, Training, Insurance, Financial Planning
Education
DePaul University 2008 — 2011
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
The George Washington University 2008 — 2009
DePaul University March 2011 - Present
DePaul University September 2012 - June 2013
Mesirow Financial August 2006 - March 2011
Skills
Event Planning, Onboarding, Higher Education, PeopleSoft, Career Counseling, Workshops, Design Workshops, Employee Training, Employee Relations, MBTI, Recruiting, Workshop Facilitation, Program Development, Student Affairs, Staff Development, Human Resources, Training, Applicant Tracking..., Student Development
Education
DePaul University 2009 — 2013
Master's in Counseling, College Student Development
Ohio University 2002 — 2006
Business Administration, Marketing, Human Resources Management, Communications
Mesirow Financial April 2013 - Present
Cap Gemini Sogeti September 2011 - April 2013
Capital Group May 2008 - September 2011
Wachovia Securities, LLC February 2004 - May 2008
Accenture / Avanade, Cap Gemini, IBM Global Services, British Telecom 1990 - 2004
Skills
IT Governance, IT Strategy, Outsourcing, Offshoring, IT Management, Data Warehousing, Program Management, SOX, Banking, Mutual Funds, Retail Brokerage, Global Delivery, Portfolio Management, Asset Management, PMP, Vendor Management, Enterprise Architecture, SDLC, Business Process, Integration, PMO, Business Intelligence, Compliance, Process Improvement, ITIL, Business Process..., Business Analysis, Governance
Education
DePaul University
M.S., Computer Science
Lebenthal Asset Management February 2014 - Present
The Roosevelt Investment Group February 2012 - January 2014
Mesirow Financial November 2008 - January 2012
Bear Stearns Asset Management August 2007 - October 2008
VKC Investments, LLC January 2004 - July 2007
Jacobs Levy Equity Management 2002 - 2004
Deutsche Asset Management 1997 - 2002
State Street Global Advisors 1996 - 1997
Bankers Trust 1994 - 1996
Frank Russell June 1990 - May 1994
Skills
Equities, Portfolio Management, Hedge Funds, Investments, Equity Research, Capital Markets, Bloomberg, Investment Management, Asset Managment, Investment Strategies, Financial Modeling, Alternative Investments, Factset, Trading, Mutual Funds, Investment Banking, Valuation, Emerging Markets, Due Diligence, Bonds, Asset Allocation, Quantitative Analytics, Finance
Education
CFA Institute 1993 — 1996
CFA, Finance
Vanderbilt University 1985 — 1990
PhD, Finance
Vanderbilt University - Owen Graduate School of Management 1985 — 1988
Master of Business Administration (M.B.A.), Finance
Indian Institute of Technology, Delhi 1981 — 1985
B Tech, Electrical Engineering
Delhi Public School - R. K. Puram
High School Diploma
Capital One June 2014 - Present
Mesirow Financial March 2009 - June 2014
IA Interior Architects June 2007 - February 2009
Mary Cook Associates January 2006 - June 2007
Shorestone Group October 2004 - December 2005
Bankers Life and Casualty April 2004 - October 2004
Skills
Space-planning, Interior Architecture, Interior Design, Furniture, Project Management, LEED projects, Workplace Design, Change Management, Move Management, Corporate Real Estate, Real Estate Transactions, Alternative Workplace..., AutoCAD, Construction Management, Space planning, Project Coordination, Real Estate Development, Contract Negotiation, Construction, Contract Management, LEED, Space Planning, Budgets, Leadership, Management, Contractor Management, Vendor Relationship...
Education
Columbia College Chicago
Bachelor of Fine Arts
Northwestern University - School of Continuing Studies
BAB Systems, Inc. August 2014 - Present
Silver Chalice Ventures June 2014 - August 2014
DHR International September 2013 - December 2013
McGladrey December 2011 - September 2013
Mesirow Financial June 2011 - August 2011
New Trier Partners, LLC June 2009 - August 2009
Camp Ojibwa June 2006 - August 2008
North Shore Baseball Academy September 2007 - December 2007
Skills
Accounting, Financial Accounting, Business Management, Due Diligence, Financial Analysis, Financial Reporting, Real Estate, Microsoft Excel, Financial Modeling, Internal Controls, Auditing, Budgets, Microsoft Word, PowerPoint, Accounts Payable, Management, Leadership, Time Management, Financial Audits, Investments, Finance, SEC filings, CPA, Accounts Receivable, Financial Statements, US GAAP, GAAP, External Audit, Corporate Tax, Valuation, Assurance, Corporate Finance, Hedge Funds, Microsoft Office, Social Media, Public Speaking, Financial Services, Social Networking
Education
Columbia College Chicago 2013 — 2014
Bachelor's Degree, Arts, Entertainment, and Media Management
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor's Degree, Accountancy
Mesirow Financial November 2012 - Present
RBS Global Banking & Markets September 2009 - July 2012
BNP Paribas February 2008 - August 2009
Lehman Brothers August 2001 - January 2008
Skills
Fixed Income, Bloomberg, Financial Modeling, Capital Markets, Swaps, Valuation, Derivatives, Investments, Bonds, Trading, Rates, Inflation
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
Dartmouth College 1989 — 1993
AB, Engineering
Saint Mark's 1985 — 1989
Edgetech Networks Inc. July 2012 - Present
Gar Wood Securities January 2005 - July 2012
Knight Trading Group April 2000 - September 2004
Mesirow Financial August 1997 - April 2000
The Chicago Corporation June 1990 - August 1997
Securities Settlement Corp 1980 - 1990
Merrill Lynch 1975 - 1980
Skills
Options, Series 7, Analysis, Trading Systems, Equities, Trading, Hedge Funds, Fixed Income, Customer Relations, Excel, Word, Microsoft Office, Portfolio Management, Databases, Microsoft Excel
Education
De Andreis Seminary 1975 — 1976
Theology
DePaul University 1975 — 1976
Psychology
St. John's Seminary College 1970 — 1974
BA, Philosophy
Regina Cleri Seminary 1967 — 1970
High School Diploma, Liberal Arts and Sciences, General Studies and Humanities
Avenue Mortgage a division of CIBM Bank May 2011 - Present
PMA Financial Network, Inc. December 2009 - May 2011
Avenue Mortgage September 2008 - June 2010
1AM Wholesale / 1st Advantage Mortgage October 2007 - December 2009
Option One Mortgage 2005 - 2007
Mesirow Financial November 2003 - August 2004
AIG December 2002 - December 2003
Chubb September 1996 - December 2002
Prudential Insurance 1992 - 1996
Skills
Series 7, Series 63, Mortgage Lending, Banking, Finance, Aviation, Mortgage Banking, Mortgage Brokers, First Time Home Buyers, Assisting First Time..., Refinance, Refinancings, Harp, DU Refi Plus, Open Access, Loans, Residential Mortgages, FHA, FHA financing, Loan Origination, Real Estate, VA loans, Construction Loans, Underwriting, USDA, Commercial Mortgages, Investments, Loss Mitigation, Investment Properties, Small Business Lending, Mortgage Servicing, Credit Analysis, Home Equity Loans, Certified Mortgage..., Rates, Consumer Lending, Real Estate Economics, Sales, Real Estate Financing, Debt Consolidation, Credit, Home Equity Lines of..., Reverse Mortgages, Government Loans, Commercial Lending, Loan Servicing, Mortgage Underwriting, Funding, Mortgage Marketing, Financial Structuring
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1999
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
BS, Business Administration - Marketing
Wheaton Central High School 1983 — 1987
Diploma, General
JFISH,LLC February 2006 - Present
InsMed Insurance Agency February 2006 - Present
Northside Community Bank February 2005 - Present
Mesirow Financial August 2000 - February 2006
Guardian Life 1992 - 2005
Skills
Life Insurance, Disability Insurance, Long-term Care, Fixed Annuities, Employee Benefits, Property & Casualty..., Liability, Pensions, Life Settlements, Insurance, Retirement Planning, Health Insurance, Retirement, Brokers, Term Life Insurance, Underwriting, Strategic Financial..., Estate Planning, Investments, Professional Liability, 401k, Accident, Commercial Insurance, Financial Planners, Workers Compensation, Long Term Care Insurance, Legal Liability
Education
Florida Atlantic University 1988 — 1990
BA, Communications
Dean College 1986 — 1988
Associates, Comminications
Pinecrest Partners March 2015 - Present
Davis Street Land Company September 2005 - December 2014
Mesirow Financial September 1998 - September 2005
Heitman October 1991 - August 1998
Skills
Real Estate Development, Disposition, Acquisitions, Entitlements, Real Estate, Due Diligence, Valuation, Investments, Financial Modeling, Asset Managment, Financial Analysis, Loans, Commercial Real Estate, Asset Management, Leases, Finance, Portfolio Management, Mergers & Acquisitions, Real Estate Economics, Shopping Centers, Investors, Property, Brokerage, Location Intelligence, Lease Negotiations, Real Estate Financing, Real Estate Transactions, Corporate Real Estate, Underwriting, Tenant Representation, Tenant, Dispositions
Education
Northwestern University - Kellogg School of Management 1994 — 1997
Master of Management, Finance
DePaul University 1987 — 1991
BS, Finance
Mesirow Financial October 2006 - Present
Dann Insurance July 1974 - October 2006
Skills
Risk Management and..., Insurance
Education
University of Illinois-Urbana 1972 — 1974
Bachelor of Arts (B.A.), Political Science
Colorado State University 1970 — 1972
B.A., Political Science, Economics
Grosvenor Capital Management April 2012 - Present
Northern Trust Hedge Fund Services April 2011 - April 2012
Credit Suisse August 2007 - April 2011
Mesirow Financial June 2006 - August 2006
Skills
Hedge Funds, Financial Services, Alternative Investments, Fixed Income, Equities, Asset Management
Education
The University of Chicago Booth School of Business 2014 — 2016
DePaul University 2008 — 2009
Certificate Program in Financial Planning
Indiana University - Kelley School of Business 2003 — 2007
Bachelor of Science in Business, Finance - Real Estate
Università Cattolica del Sacro Cuore 2006 — 2006
Study Abroad Student
Università Commerciale 'Luigi Bocconi' 2006 — 2006
Study Abroad Student
Taylor Johnson March 2013 - Present
Mesirow Financial April 2005 - December 2012
Mesirow Financial April 2000 - April 2005
Treasury Strategies, Inc. November 1998 - April 2000
McAdams Associates, Inc. September 1995 - November 1998
Skills
Strategic Planning, Marketing Communications, Internal Communications, Public Relations, Reputation Management, Creative Writing, Technical Writing, Editing, Program Management, Team Building, Contract Negotiation, Social Media, Event Planning, Adobe Creative Suite, Illustration, Brand Management, Crisis Communications, Competitive Analysis, Microsoft Office 2010
Education
DePaul University 2000 — 2002
Bachelors of Arts, Marketing
Robert Morris College 1998 — 2000
Associate's degree, Graphic Design
Mesirow Financial September 2014 - Present
Northern Trust July 2013 - August 2014
Clear Communications June 2012 - March 2013
College Pro January 2011 - September 2011
Skills
Analytics, Problem Solving, Access, Accounting, Finance, Microsoft Office, Bloomberg Terminal, Compliance, Valuation, Financial Modeling, Microsoft Excel, QuickBooks, C++ Language, HTML
Education
DePaul University 2009 — 2013
Bachelor of Science (BS), Finance - Honors Program, 3.61
Mesirow Financial April 2015 - Present
CME Group April 2012 - March 2015
Mariano's Fresh Market June 2010 - April 2011
Skills
Economics, Financial Operations, Microsoft Office, Finance, People Skills, Quick Study, Clearing Houses, Customer Service, Business Strategy
Education
DePaul University 2011 — 2015
Bachelor's Degree, Economics
Prospect High School 2007 — 2011
Kapow July 2015 - Present
Kapow April 2015 - Present
Kapow April 2014 - Present
Mesirow Financial March 2011 - March 2014
Mesirow Financial June 2007 - April 2011
Mesirow Financial June 2004 - June 2007
GIO Global Intelligence August 2003 - June 2004
WGN Radio September 2003 - February 2004
AT&T Mobility January 2003 - May 2003
Skills
QuarkXPress, Dreamweaver, InDesign, Marketing, Project Management, Event Planning, Marketing Communications, Marketing Strategy, Event Management, Social Media Marketing, Email Marketing, Direct Marketing, Strategic Planning, Social Networking, Market Research, Public Relations, Corporate Communications, Employee Relations, SharePoint, Social Responsibility, Social Media, Account Management, Salesforce.com, Fundraising, Corporate Branding, Internal Communications, Employee Recognition, Management
Education
Columbia College Chicago 2002 — 2003
BA, Marketing Communications
Eastern Illinois University 1999 — 2001
N/A, Accounting/Finance
Mesirow Financial May 2015 - Present
Morgan Stanley October 2012 - April 2015
Wells Fargo June 2014 - September 2014
Goldman Sachs June 2013 - August 2013
Shepard Schwartz & Harris LLP December 2011 - September 2012
Education
DePaul University 2011 — 2015
Bachelor of Science (B.S.)
Melio & Company January 2014 - Present
Bank of America Merrill Lynch August 2011 - December 2013
Disabato Advisers September 2010 - June 2011
J.P. Morgan June 2008 - April 2010
Mesirow Financial January 2008 - June 2008
ABN AMRO LaSalle Bank June 2007 - September 2007
Skills
Asset Managment, Series 7, Private Equity, Equity Research, Asset Management, Commercial Banking, Private Banking, Wealth Management
Education
DePaul University 2004 — 2008
BS, Finance
Allstate January 1999 - September 2015
Mesirow Financial 1996 - 1999
Neal, Gerber & Eisenberg LLP 1993 - 1996
Skills
Innovation, Design Thinking, Innovation Consulting, Strategy Facilitation, Social Design, Futurist, Technological Innovation, Strategic Insight, Open Innovation, Intrapreneurship, Blue Ocean Strategy, Collective Intelligence, Prediction Markets, Think Tank, Crowdsourcing, Culture Change, Business Strategy, Design Strategy, Rapid Prototyping, Management Consulting, Social Networking, Incubation, Creative Concept..., Innovation Management, Organizational..., Strategic Thinking, Entrepreneurship, Strategy Development, Ideation, Product Innovation, Creative Problem Solving, Knowledge Management, Product Development, Thought Leadership, Cross-functional Team..., IT Strategy, Strategy, Futurism, Business Process..., Mobile Devices, Leadership, Mobile Applications, Change Management, Process Improvement, Management, Consulting, Vendor Management, Strategic Consulting, Organizational Design, Enterprise Architecture
Education
DePaul University 1994 — 1997
Bachelor of Science, Commerce, 3.64
Franklin Templeton Investments August 2013 - Present
The Roosevelt Investment Group February 2012 - June 2013
Mesirow Financial November 2008 - February 2012
Bear Stearns Asset Management January 2007 - October 2008
Bear, Stearns & Co., Inc. June 2000 - December 2006
Robinson International March 1996 - April 2000
Penn & Schoen Associates November 1993 - September 1995
Skills
Hedge Funds, Portfolio Management, Equities, Emerging Markets, Latin America, Performance Attribution, Marketing Strategy, Product Management, Investment Strategies, Asset Management, ETFs, Valuation
Education
Columbia University - School of International and Public Affairs 1991 — 1993
MIA, Economic and Political Development
Universidad del Salvador 1989 — 1990
Georgetown University 1987 — 1991
B.S.F.S., Latin America
Latin School of Chicago 1976 — 1987
Diploma
Mesirow Financial April 2015 - Present
EY February 2013 - March 2015
J.P. Morgan March 2010 - February 2013
J.P. Morgan July 2007 - February 2010
JPMorgan June 2005 - June 2007
DePaul University September 2003 - June 2005
Education
DePaul University 2003 — 2007
BS, Finance & Economics
OPERATIONS SPECIALIST February 2015 - Present
Mesirow Financial February 1994 - February 2015
FIRST OPTIONS OF CHICAGO 1979 - 1992
Skills
Portfolio Management, Equities, Securities, Mutual Funds, Bloomberg, Microsoft Excel, Investments, Accounting, Trading
Education
DePaul University 1971 — 1975
Social Sciences
Mesirow Advanced Strategies, Inc. January 2008 - Present
Mesirow Financial July 2005 - January 2008
Columbia Management April 2004 - July 2005
Whirlpool Corporation May 2001 - February 2004
Skills
Hedge Funds, Financial Services, Investments, Alternative Investments, Leadership
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Marketing
Western Michigan University 1997 — 2001
Bachelor of Arts (B.A.), Advertising; French
Mesirow Financial July 2015 - September 2015
DePaul University July 2014 - July 2015
GrubHub November 2013 - June 2014
CAIR-Chicago February 2013 - October 2013
ISPU (Institute for Social Policy and Understanding) September 2012 - December 2012
CAIR-Chicago May 2012 - December 2012
CAIR-Chicago May 2011 - December 2012
JumpBunch: Chicago November 2011 - December 2011
Swedish Covenant Hospital 2008 - 2010
Skills
Editing, Event Planning, Community Outreach, Research, Microsoft Word, Data Entry, Fundraising, Microsoft Office, Strategic Planning, Volunteer Management, Public Speaking, Writing, Program Development, Social Media, Customer Service, Microsoft Excel, Leadership, Creative Writing, Non-profits, PowerPoint, Healthcare, Social Media Marketing, Teaching, Time Management, Grant Writing, Journalism, Nonprofits
Education
DePaul University 2013 — 2015
Master’s Degree, Communication: Media and Cinema Studies, 3.9/4 - Cumulative GPA
University of Illinois at Chicago 2007 — 2011
Bachelors, English
DePaul University September 2013 - Present
DePaul University January 2013 - Present
Crowe Horwath LLP June 2015 - August 2015
Mesirow Financial June 2014 - May 2015
Progressive Insurance June 2013 - August 2013
DePaul University July 2011 - March 2013
Skills
Network Security, Network Engineering, Cisco Security, Cisco Technologies, Network Devices, Cisco Routers, Cisco Firewall Security, Customer Service, Java, Web Design, Information Literacy, Library Science, Networking, CSS, HTML, Linux, Computer Security, Microsoft Word, Windows Server, Microsoft Office, Troubleshooting, Cisco IOS, Microsoft Excel
Education
DePaul University 2014 — 2016
Master of Science (M.S.), Network Engineering and Security
DePaul University 2010 — 2014
Bachelor of Science (B.S.), Information Assurance and Security Engineering
Lane Technical College Prep High School 2006 — 2010
High School Diploma
Zurich Insurance Company Ltd May 2014 - Present
AIG July 2012 - May 2014
Timbercreek Asset Management February 2011 - June 2012
The Claro Group June 2008 - February 2011
Bank of America - LaSalle Global Trust Services August 2007 - June 2008
Mesirow Financial June 2006 - May 2007
Skills
Financial Analysis, Financial Modeling, Microsoft Office, Microsoft Excel, Microsoft Access, Project Management, Management, Underwriting
Education
DePaul University 2003 — 2006
Bachelor of Science (B.S.) with Honors, Finance Major/Accounting Minor
Culver Academies 1997 — 2000
Mesirow Financial March 2015 - Present
MainStreet Investment Advisors April 2011 - March 2015
COUNTRY ® Financial January 2010 - July 2010
Uncle Sammy's Sandwich Classics January 2007 - June 2009
The Bobcat Cafe August 2003 - June 2006
Skills
Zephyr, Factset, Excel, Economics, Financial Markets, Portfolio Management, Investments, Equities, Asset Allocation, Asset Management, Financial Analysis, Mutual Funds, Securities, Microsoft Office, Analysis, Morningstar, Microsoft Excel, Finance, Derivatives
Education
DePaul University
B.S. Commerce
L'Universita Degli Studi di Torino - Facolta di Economia
Mesirow Financial June 2015 - August 2015
Hotel Blackhawk May 2014 - August 2014
Skills
Microsoft Office, Finance, Ultipro, SuccessFactors, Microsoft Excel, Teamwork, PowerPoint, Microsoft Word, Human Resources, Photoshop, Time Management, Leadership
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2016
Master of Science (MS), Human Resources
St. Ambrose University 2010 — 2014
Bachelor of Arts (BA), Finance
St. Ambrose University 2010 — 2014
Bachelor of Arts (BA), Economics
IASTA, a Selectica Company August 2015 - Present
Do My Own Pest Control December 2014 - August 2015
Freelance April 2014 - February 2015
Orbit Media Studios, Inc. January 2012 - October 2014
Mesirow Financial July 2010 - January 2012
Saucepan Creative May 2009 - August 2009
Saucepan Creative May 2008 - August 2008
Skills
jQuery, HTML 5, AJAX, Web Development, PHP, Git, SQL, CSS, User Experience, CSS3, SEO, MVC, Apache, XML, Web Design, Google Analytics, ActionScript, CMS, Ruby on Rails, Responsive Web Design, Meteor.js, Object Oriented Design, Agile Web Development, SASS, Bootstrap, JavaScript, Minitest, RSpec, Grunt.js, React.js, CoffeeScript, Amazon Web Services..., Test Driven Development, Relational Databases, Continuous Integration, Photoshop, Software Development, Web Standards, UML, HTML5, Wordpress, Laravel, Rock Climbing, Video Games, Trail Running
Education
DePaul University 2011 — 2011
Ruby on Rails Certification, Agile Web Development, 4.0
Purdue University 2005 — 2010
Bachelors, Computer Graphics Technology
Conway MacKenzie, Inc. October 2014 - Present
Conway MacKenzie Capital Advisors October 2014 - Present
Rabobank International March 2014 - October 2014
Rabobank International April 2011 - March 2014
Mesirow Financial April 2009 - April 2011
Mesirow Financial January 2007 - March 2009
Bondholder Communications Group June 2004 - December 2004
Skills
Valuation, Financial Modeling, Restructuring, Portfolio Management, Financial Analysis, Asset Management, Banking, Investments, Finance, Credit, Corporate Finance, Private Equity, Financial Advisory, Capital Markets, Debt Restructuring, Equities, Loans, Analysis, Bankruptcy, Alternative Investments, Financial Services, Financial Risk, Risk, Mergers, Small Business, Strategy Development, Negotiation, Accounting, Business Valuation, Credit Analysis, Series 7, Investment Management, Credit Risk, Series 63, Strategy, Mergers & Acquisitions, Due Diligence, Chartered Financial..., Investment Banking, Fixed Income, Risk Management, Series 79
Education
New York University 2005 — 2006
MS, Business
Dalhousie University 2000 — 2004
Bachelor of Arts (B.A.), Political Science
Crescent School 1996 — 2000
CFA Institute
CFA Charterholder
BCG Terminal Funding Company May 2012 - Present
Midwest Consulting Actuaries, Inc. September 2003 - Present
Mesirow Financial September 2007 - June 2009
RSM McGladrey September 2006 - September 2007
General Board of Pension and Health Benefits September 2003 - August 2006
Deloitte December 1995 - September 2003
Price Waterhouse October 1988 - November 1995
Watson Wyatt 1986 - 1988
Skills
Pension Risk Transfer, Actuarial Science, Defined Benefit, Pensions, Employee Benefits, Executive Pay, Fixed Annuities, Actuarial Consulting, Actuaries, ERISA, Financial Services, Pension Funds, Deferred Compensation, Pension Administration, Retirement, Retirement Plan..., Plan Terminations, Postretirement Health, Executive Compensation, Actuarial, Insurance
Education
DePaul University 1983 — 1984
Graduate Courses, Actuarial Mathematics
Indiana University Bloomington 1979 — 1983
Bachelor of Science, Actuarial Science
William Blair & Company June 2015 - Present
Mesirow Financial July 2014 - June 2015
Mesirow Financial June 2013 - August 2013
Executive Board, UChicago Investment Banking Group June 2012 - June 2013
InterOcean Advisors LLC July 2012 - September 2012
MySocialCloud.com March 2012 - July 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Tootsie Roll Industries May 2010 - August 2010
Skills
Microsoft Excel, Spanish, Microsoft Word, PowerPoint, Capital IQ, Bloomberg Terminal, OneSource
Education
University of Chicago 2010 — 2014
Bachelor's degree, Economics
The University of Chicago - Booth School of Business 2012 — 2014
DePaul University 2012 — 2012
Accounting
London School of Economics and Political Science 2012 — 2012
Finance, General
Fenwick High School 2006 — 2010
CNA Insurance August 2015 - Present
Trustmark Companies April 2013 - August 2015
Mesirow Financial January 2007 - March 2013
Ribstone Systems November 2004 - November 2006
TEKsystems January 2003 - November 2004
Skills
Project Management, Change Management, IT Operations Management, Cross-functional Team..., Program Management, Process Improvement, IT Strategy, Risk Management, Vendor Management, IT Outsourcing, Solution Architecture, Business Process..., SDLC, IT Security Policies
Education
DePaul University
MS, Information Systems
Sedgwick CMS July 2014 - Present
Mesirow Financial February 2014 - Present
Professional Staffing Services for CNA financial February 2013 - September 2013
TIG Specialty 1999 - 2009
Crum & Forster/Coregis 1987 - 1999
Crum & Forster Managers 1987 - 1993
Skills
Insurance, Claim, Professional Liability, Liability, Brokers, Property & Casualty..., Casualty, Claims Management, Legal Liability, Commercial Insurance, Workers Compensation, Reinsurance, Commercial Lines, Underwriting, Insurance Brokerage, Litigation Management, General Insurance, Excess, Analysis, Customer Service, D&O, Team Building, Negotiation, Claim Investigation, Medical Malpractice, Product Liability, Claims Handling, Employment Practices..., Liability Analysis, Subrogation, Litigation, Umbrella Insurance, Insurance Law, Claims Resolution
Education
DePaul University 1973 — 1975
Accounting/Business
Saint Patrick's High School 1968 — 1972
Mesirow Financial April 2012 - Present
Mesirow Financial April 2011 - April 2012
Mesirow Financial April 2009 - April 2011
Skills
Brokers, Financial Services, Employee Benefits, Life Insurance, Insurance, Underwriting, Account Management, Health Insurance, Customer Retention, Management, Health Savings Accounts, Benefits Administration, Term Life Insurance, Disability Insurance, Professional Liability, Property & Casualty..., Liability, Legal Liability, Commercial Insurance, Health Care Reform
Education
DePaul University 1995 — 1999
Bachelor of Science (B.S.), Operations Management
K. Brodzinski High School in Tarnow, Poland 1989 — 1992
High School Diploma
Mesirow Financial June 2012 - Present
Ziegler January 2011 - June 2012
Frost, Ruttenberg & Rothblatt, P.C. September 2006 - May 2010
Skills
Financial Analysis, Finance, Valuation, Financial Modeling, Due Diligence, Financial Reporting, Accounting, Investment Banking, Corporate Finance, Auditing, Financial Accounting, Bond Pricing, Debt Management, DBC Finance, Debt Restructuring, Bloomberg
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2010
MBA, Finance
DePaul University 2002 — 2006
Bachelors of Science, Accounting
Mels Electric, L.P. 2013 - Present
Wellspring Church 2009 - 2012
Providence Network 2009 - 2010
Mesirow Financial 2006 - 2008
Wells Fargo Home Mortgage 2005 - 2006
Skills
Mental Health Counseling, Community Outreach, Communication, Customer Service, Counseling Psychology, Adolescents, Crisis Intervention, Psychology, Self-esteem
Education
Denver Seminary 2008 — 2010
Master of Arts (M.A.), Community Counseling
Dallas Baptist University 2002 — 2004
Bachelor's Degree, Finance
Mesirow Financial March 2010 - Present
Skills
Employee Benefits, Insurance, Account Management, Customer Service, Compliance, Client Service Oriented, Health Insurance, Disability Insurance, Benefits Administration, Employee Relations, Workers Compensation
Education
Colorado State University 2005 — 2009
Political Science, Business Administration
Macquarie University
Political Science, International Business
SageView Advisory Group September 2014 - Present
Mesirow Financial March 2010 - September 2014
Deloitte Consulting November 1999 - October 2009
Deloitte Consulting LLP November 1999 - October 2009
Aon Consulting March 1997 - October 1999
Hewitt Associates July 1992 - February 1997
Education
DePaul University
BS, Finance
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Management
Mesirow Financial September 2012 - Present
Wells Fargo Insurance Services 2008 - 2012
CNA Insurance June 2002 - November 2008
Wheels, Inc. September 2000 - June 2002
Skills
Sagitta, Cybersure, FileNet, Encapture, Senator, Microsoft Excel, Microsoft Word, Outlook, Microsoft Applications, Claims Handling, Account Representation, Accounts Payable, Property & Casualty..., Client Billing, Nexsure, Casualty Insurance, Customer Service, Commercial Insurance, General Insurance, Risk Management
Education
DePaul University
Bachelor of Arts (B.A.), International Business
DeVry University July 2010 - Present
DeVry University January 2008 - July 2010
Mesirow Financial September 2006 - September 2007
Skills
Higher Education, Microsoft Office, Customer Service, Public Speaking, Event Planning, Salesforce.com, Data Analysis, Research, PowerPoint, Microsoft Excel, Strategic Planning, Marketing, Social Media, Sales, Time Management, Leadership, Training
Education
Keller Graduate School of Management 2008 — 2010
Masters of Business Administration, Finance
DePaul University 2003 — 2006
Bachelor of Science in Commerce, Management, Marketing, Sales Leadership
Hinsdale South High School 1999 — 2002
JLL March 2015 - July 2015
Birthright Armenia November 2014 - January 2015
Illinois Housing Development Authority December 2012 - October 2014
HFR Asset Management May 2012 - August 2012
Mesirow Financial May 2011 - September 2011
Hedge Fund July 2010 - February 2011
Skills
Information Seeking, Analysis, Problem Solving, Listening Skills, Body Language, Collaborative, Mathematics, Financial Analysis, Hedge Funds, Alternative Investments, Affordable Housing, YTM Analysis, Stress Testing, Bloomberg Terminal, Crystal Reports, Data Analysis, Bond Structuring, Valuation, Accounting, Bonds, Options, Finance, Fixed Income, Investment Strategies, Investments, Equities, Portfolio Management, Due Diligence, Financial Structuring, Quantitative Analytics
Education
DePaul University 2009 — 2012
Bachelor of Science, Finance
Oak Park and River Forest high school 2004 — 2008
high school degree, N/A
UBS Wealth Management November 2000 - Present
Mesirow Financial February 1982 - November 2000
Skills
Investments, Portfolio Management, Equities, Series 7, Asset Management, Mutual Funds, Wealth Management, Fixed Income, Finance, Alternative Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1988 — 1990
Master of Business Administration (M.B.A.), Finance
DePaul University 1977 — 1981
Bachelor's Degree, Accounting and Finance
Von Steuben High School 1973 — 1977
Incapital LLC General CounselIncapital LLCJune 2009 - Present
Mesirow Financial 2001 - 2009
Over The Rainbow Association For The Non-Ambulatory Physically Handicapped 1994 - 2009
Van Kampen Investments January 2000 - December 2000
EVEREN Securities 1992 - 2000
US Securities and Exchange Commission January 1988 - December 1991
United States Securities and Exchange Commission 1988 - 1991
Quinton, Lummus, Dunwody & Adams, PC May 1986 - December 1988
Skills
Due Diligence, Series 7, 24, 79 and 99, Corporate and..., Securities Regulation, Fixed Income, Equities,..., Financial Services, Corporate Law, Private Placements, Litigation, Alternative Investments, Corporate Governance, Mergers & Acquisitions, Asset Management, Fixed Income, Capital Markets, Private Equity, Structured Finance, Derivatives, AML, Mergers, Corporate Finance, Hedge Funds, Investment Management, Investment Banking, Mutual Funds, FINRA, Securities, Equities, Investments, Series 7, Risk Management, Finance
Education
The University of Chicago - Booth School of Business 1990 — 1995
Master of Business Administration (M.B.A.), Finance and Accounting
University of Miami School of Law 1983 — 1986
JD, Law
Cornell University 1980 — 1983
Bachelor of Arts (B.A.), Econ and Political Science
New trier 1976 — 1979
Dovenmuehle Mortgage March 2010 - June 2014
Goldman Sachs June 2002 - March 2008
Mesirow Financial March 2001 - June 2002
Wachovia Securities, LLC (formerly First Union Securities, Everen, Kemper Securities, Inc.) September 1996 - March 2001
Wayne Hummer Investments (Affiliate firms Focused Investments and Discount Brokerage Services) August 1995 - September 1996
Wachovia Securities, LLC (formerly Kemper Securities then Everen & First Union Securities) June 1991 - August 1995
Goldman Sachs February 1981 - January 1990
Skills
Compliance, Surveillance, Mutual Funds, Customer Service, Word, Mortgage, PowerPoint, Excel, Office Administration, Administrative Support, Business Correspondence, Administrative..., Mortgage Lending, Financial Modeling, Microsoft Word, Training, Valuation, Management
Education
Northwestern University - Kellogg School of Management 1987 — 1991
Master of Management, Organizational Behavior, HRM, Mgmt Policy, Industrial Relations
DePaul University 1981 — 1986
BA, Management
MCHC November 2010 - Present
Chicago Career Tech May 2010 - October 2010
Loftus & O'Meara Staffing 1994 - 2010
Mesirow Financial November 2006 - April 2009
GM Planworks September 2005 - August 2006
RR Donnelley January 2003 - April 2004
Skills
Team Building, Customer Service, Microsoft Office, Training, CRM, Conflict Resolution, Technology Needs..., Classroom, Diversity Training, Project Management, SharePoint, Change Management, Process Improvement, Program Management, Business Analysis, Public Speaking, Project Planning, Vendor Management, Visio, Leadership Development, Six Sigma
Education
Tennessee State University 2012 — 2014
Bachelor's degree, Organizational Communication, General
Roosevelt University 2008 — 2009
Organizational Leadership
Wilbur Wright College 2006 — 2008
Computer Science & Forensics
DePaul University 1998 — 2000
Computer Science
Seeking Work July 2014 - Present
JTEH LLC May 2007 - June 2009
Real Property Pros May 2005 - May 2007
Koenig & Strey May 2003 - May 2005
Data Systems Management Consulting January 1999 - April 2003
Chicago Board Brokerage February 1998 - December 1998
INS International Network Services October 1997 - February 1998
Independant Consultant October 1996 - October 1997
Chicago Board of Trade June 1994 - September 1996
Mesirow Financial June 1993 - June 1994
Skills
Project Management, Team Building, Cross-functional Team..., Team Leadership, Management, Customer Oriented, Customer Satisfaction, Customer Insight, Customer Support, Technology Management, Software Development, Product Development, Product Marketing, Information Technology, Project Coordination, Staff Management, Creative Problem Solving, Manufacturing, Electronics, Embedded Systems, Windows, Networking, Testing, PCB design, Troubleshooting, Training, Visio, Hardware, Automation, Electrical Engineering, Android Development, C++, Atmel, SQL, Network Engineering, Integration, IT Management, Analysis, Data Center, Data Analysis, Strategic Planning, Leadership, Disaster Recovery, Project Planning
Education
College of Lake County 2010 — 2015
Associates of Applied Science, Electronic Engeneering
MicroTrain 2014 — 2014
PMP/CAPM Project Management Professional Certification
North Central College 1984 — 1985
Psychology / General Studies
College of Lake County 1983 — 1984
General Studies
Nuveen Investments February 2015 - Present
AGF Management Limited August 2012 - February 2015
Roosevelt Investments January 2012 - August 2012
Mesirow Financial November 2008 - January 2012
Bear Stearns Asset Management February 2006 - November 2008
Markston International August 2004 - February 2006
Salmon Smith Barney January 2002 - May 2002
Skills
Equities, Valuation, Portfolio Management, Asset Management, Investment Management, Emerging Markets, Alternative Investments, Equity Research, Asset Allocation, Derivatives, Investments, Capital Markets, Bloomberg, Fixed Income, Asset Managment, Series 7, Hedge Funds, Financial Modeling
Education
Columbia Engineering 2000 — 2002
MS, Mechanical Engineering
University of Mysore 1994 — 1998
Bachelor of Engineering (BE), Mechanical Engineering; India Mechanical Engineering
Robert W. Baird & Co. September 2013 - Present
Dearborn Partners May 2006 - September 2013
Mesirow Financial July 2004 - September 2005
AFL-CIO Office of Investment November 2002 - December 2002
Marco Consulting Group November 2000 - August 2002
Marco Consulting Group March 2000 - November 2000
Skills
Equities, Investments, Alternative Investments, Fixed Income, Asset Allocation, Investment Strategies, Asset Managment, Financial Analysis, Institutional..., Fund Of Funds, Investment Management, Hedge Funds, Pensions, Asset Management, Trading, Securities, Financial Modeling, Equity Research, Management, Series 63, Mutual Funds, Wealth Management, Private Equity, Series 7, Portfolio Management, Valuation, Pension Funds, Bloomberg, Emerging Markets, Financial Services, Investment Advisory
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA
DePaul University
Bachelor of Science, Finance and Marketing
Akzo Nobel Inc. June 2006 - Present
Mesirow Financial June 2002 - June 2006
Skills
Administrative..., Management, Time Management, Event Planning, Proofreading, Legal Writing, Travel Arrangements, Microsoft Office, Microsoft Word, PowerPoint
Education
Community College of Allegheny County 1990 — 1992
Associate's Degree, Graphic Communications
Alvarez and Marsal March 2009 - Present
Barrier Advisors October 2004 - March 2009
Mesirow Financial May 2002 - October 2004
Arthur Andersen June 1998 - May 2002
Skills
Due Diligence, Valuation, Restructuring, Strategy, Chapter 11, Bankruptcy, Work Outs, Banking, Finance, Credit, Asset Management, Private Equity, Commercial Litigation, Capital Markets, Financial Services, Financial Structuring, Mergers & Acquisitions
Education
University of Kansas - Graduate School of Business
MBA
University of Kansas School of Law
JD
Colorado State University
BS
Mesirow Financial February 2015 - Present
Tave Risk Management November 2013 - January 2015
GCG Financial December 2012 - November 2013
The Plexus Groupe November 2011 - December 2012
Mesirow Financial 2003 - 2011
Chubb Group of Insurance Co 1999 - 2003
Aon Risk Solutions 1998 - 2000
Skills
Underwriting, Property & Casualty..., Commercial Insurance, Workers Compensation, Leadership, Insurance, Casualty, Customer Service, General Insurance, Liability, Professional Liability, Brokers, Employee Benefits, Health Insurance, Legal Liability
Education
College of Lake County 1986 — 1989
Mesirow Financial January 2003 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
Master of Business Administration, Finance
Northern Illinois University 1991 — 1995
Bachelor of Science, Finance
Mesirow Financial April 2013 - Present
Mesirow Financial March 2011 - Present
Bank of America May 2009 - March 2011
Bank of America 2007 - 2009
Lewis Silkin LLP, London, England 2006 - 2007
Wembley London Limited/ Quintain Group 2003 - 2006
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2014 — 2016
Master's degree, Human Resources
National College of Ireland 1999 — 2002
B.A., Human Resources and Accounting
RockYou 2015 - Present
Kabam 2014 - 2015
Zynga June 2013 - August 2013
Ramirez & Co., Inc. 2010 - 2012
Mesirow Financial 2009 - 2010
JPMorgan Securities Inc. 2007 - 2009
Winsome SA 2006 - 2006
Skills
Investment Banking, Financial Modeling, Capital Markets, Bloomberg, Finance, Bonds, Fixed Income, Due Diligence, Investments, Financial Analysis, Alternative Investments, DCF, Venture Capital, Series 7, Emerging Markets, Product Management, SQL, PHP, HTML, Customer Acquisition, Social Games, Viral Marketing, Facebook API, Web Games, Analytics, Web Design, Matlab, Minitab, Solver, Bloomberg Terminal, Facebook Marketing, Growth Strategies, Competitive Analysis, Municipal Bonds, SDC Platinum, Monte Carlo Simulation, Linear Programming, Regression Analysis, Conjoint Analysis, Renewable Energy, Google Adwords, Google Analytics, A/B testing, Corporate Finance
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship, Technology, and Venture Capital
Ohio Wesleyan University 2003 — 2007
B.A., Business, Physics, Philosophy
Lahore University of Management Sciences 2006 — 2006
Visiting Student, Accounting and Finance
National Grammar School Lahore 2000 — 2002
GCE A Levels, Economics, Mathematics, Physics, and Thinking Skills
American Association of Diabetes Educators March 2014 - Present
American Association of Diabetes Educators (AADE) September 2011 - Present
Mesirow Financial April 2011 - June 2011
Congress of Neurological Surgeons June 2007 - January 2011
American Health Information Management Association September 2002 - June 2007
AHIMA March 2001 - September 2002
Garden Chalet Banquets July 1999 - September 2000
Sheraton Chicago Hotel February 1998 - July 1999
Sheraton Chicago Hotel May 1997 - February 1998
Skills
Forecasting, Customer Service, Project Management, Event Planning, Event Management, Fundraising, Contract Negotiation, Medical Meeting..., Leadership, Trade Shows, Budgets, Corporate Events, Management, Marketing, Teamwork, Project Planning, Sales, Hotels, Hospitality Management, Meeting Planning, Nonprofits, Time Management, Microsoft Office, Hospitality Industry
Education
DePaul University 1993 — 1996
Bachelor of Science, Marketing; Integrated Marketing Program
DNAinfo (New Media News LLC) January 2015 - Present
Chicago Tribune Media Group June 2012 - 2013
Chicago Tribune Media Group October 2007 - May 2012
Chicago Tribune Media Group June 2002 - October 2007
Mesirow Financial 2000 - 2001
ABN AMRO, Inc. February 1998 - March 2000
Skills
Advertising Sales, Online Advertising, Advertising, Digital Media, Integrated Marketing, Digital Marketing, New Business Development, Mobile Advertising, Mobile Marketing, Sales, Direct Marketing, Marketing, Digital Strategy, Media Buying, Sales Management, Event Planning, Email Marketing, Lead Generation, SEM, Social Media Marketing, Media Planning, Interactive Marketing, Newspapers, Account Management, Mobile Devices, Salesforce.com, Online Marketing, Direct Mail, SEO, Cold Calling, B2B
Education
DePaul University
Harper College
Truman Middle College November 2010 - Present
Northstar Marine Service March 2012 - May 2013
Chicago Metropolis 2020 November 2008 - October 2009
Mesirow Financial 2002 - 2008
Cognitive Concepts 2001 - 2002
Old Interfirst Mortgage 1992 - 1999
Skills
Editing, Event Planning, Research, Public Speaking, Social Media, Strategic Planning, Fundraising, Non-profits, Public Relations, Social Networking, Press Releases, Grant Writing, Project Management, Newsletters, Proofreading, Microsoft Office, Event Management, Copywriting, Creative Writing, Blogging, Trade Shows, Community Outreach, Higher Education, Marketing, Spanish, Tutoring, Staff Development, Curriculum Development, Program Development, Classroom, Volunteer Management, Nonprofits, Copy Editing, Educational Leadership, Proposal Writing, Customer Service, PowerPoint, Student Affairs, Leadership Development, Lesson Planning, Leadership, Strategic Communications
Education
DePaul University 2006 — 2010
MED, Secondary Education
DePaul University 2005 — 2008
MA, English Literature
Michigan State University 1987 — 1991
BA, English
ISITC 2006 - Present
Northern Trust September 1996 - Present
Mesirow Financial June 1992 - September 1996
John Dawson & Associates September 1987 - June 1992
Skills
Corporate Actions, Business Analysis, SWIFT messaging, Back Office, Product Development, Excel, Securities, Strategic Planning, SWIFT, Process Engineering, Global Custody, Equities, Securities Lending, Financial Services, Fixed Income, Settlement, Microsoft Excel, Hedge Funds, Bloomberg, Collateral Management, Middle Office, Bonds, Trading Systems, SWIFT payments, Derivatives, Market Data, Mutual Funds, FX Options, Financial Markets, Capital Markets, Alternative Investments, Electronic Trading, Asset Management, Options, Investment Management, SWIFT Payments
Education
DePaul University
Bachelor of Arts (B.A.), Communications
Mesirow Financial April 2015 - Present
Mesirow Financial July 2010 - Present
Terra Nova Financial May 2006 - August 2010
Merrill Lynch 2002 - 2006
CBOE 1998 - 1999
Skills
Series 7, 66, 4, 3, 24,..., Prime Brokerage, Currency Operations, Team Building, Project Management, Vendor Management, Account Management, Contract Management, Performance Metrics, Executive Relationships, Series 7, Currency, Finance, Trading, Equities, Investments, Portfolio Management, Risk Management, Management, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Operations Management
Loyola University of Chicago 1995 — 1999
Bachelor of Business Administration, Finance
Breckenridge Insurance Group: Breckenridge Insurance Services, Blue River Underwriters, OSC April 2015 - Present
David Gomez & Associates August 2014 - November 2014
Jump Trading, LLC August 2011 - April 2014
Mesirow Financial August 2008 - August 2011
Skills
Securities, Legal Writing, Securities Regulation, FINRA, Outlook, Legal Research, Corporate Governance, Microsoft Excel, Corporate Law, Series 7, Finance, Training and Development, Human Resources, Customer Service, Employee Benefits, Onboarding, Nonprofits, Internal Audit, Policy, Leadership, Personnel Management, Microsoft Word, Team Building, PowerPoint, Public Speaking, Legal Compliance, Employment Law, Recruiting
Education
Penn State University 2013 — 2015
Master's degree, Human Resource and Employee Relations - Training and Development
DePaul University 2004 — 2008
Bachelor Degree, Human Resources
Roosevelt University 2009 — 2009
Paralegal Studies
McCain Foods August 2013 - Present
McCain Foods December 2010 - August 2013
Midan Marketing January 2009 - December 2010
DePaul University January 2007 - July 2008
USG April 2006 - May 2008
Mesirow Financial June 2005 - August 2005
Mesirow Financial June 2004 - August 2004
Skills
Marketing Research, Advertising, Proposal Writing, Customer Management, Marketing Strategy, Market Research, Marketing, Brand Management, Social Media Marketing, Integrated Marketing, Market Planning, Customer Insight, Segmentation, Marketing Communications, Marketing Management, Management, Product Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2008
MBA, Marketing (3.6/4.0 GPA)
Valparaiso University 2001 — 2005
BS, Marketing (3.3/4.0 GPA)
V&A, Inc August 2014 - Present
V&A Inc. February 2014 - July 2014
Strategic Financial Resources, LLC December 2011 - January 2014
KBS/ KNN August 2010 - November 2011
First Advantage Mortgage LLC. A Draper and Kramer company June 2009 - July 2010
Mesirow Financial April 2007 - June 2009
Bear Wagner LLC. 2003 - 2007
Saliba Options LLC 2002 - 2003
Skills
Derivatives, Financial Analysis, Financial Management, Financial Markets, Financial Advisory, Investor Relations, Government Relations, Customer Relations, Business Relationship..., Public Speaking, Investment Products, Retirement Planning, Mutual Funds, Index Options, Equity Derivatives, Equity Research, Leadership Development, Training & Development, Investments, Analysis, Asset Management, Due Diligence, Strategy
Education
DePaul University 2003 — 2007
Bachelor of Commerce (B.Com.), Finance
Mesirow Financial January 2011 - Present
proprietary trading firm January 2009 - January 2011
Pluris Valuation January 2009 - March 2009
Citi Group September 2008 - January 2009
Cohen & Steers June 2008 - August 2008
National Instruments 2005 - 2007
Skills
Derivatives, Trading, Financial Modeling, FX Options, Currency, Finance, Financial Risk, Investments, Market Risk, Options, Portfolio Management, Quantitative Analytics, Risk Management, Valuation
Education
Columbia University in the City of New York 2007 — 2008
Master, Operations Research: Quantitative Risk & Revenue Management
Huron Consulting Group November 2013 - Present
Huron Consulting Group 2012 - October 2013
Huron Consulting Group January 2010 - December 2011
Huron Consulting Group August 2008 - December 2009
Huron Consulting Group July 2007 - August 2008
Mercer Human Resource Consulting October 2006 - July 2007
Kraft Foods June 2006 - August 2006
Mesirow Financial January 2006 - May 2006
Northwestern Mutual May 2004 - August 2004
Skills
Data Analysis, Change Management, Executive Coaching, PMO, Process Flow, Benchmarking, Cost Reduction, Performance Improvement, Organizational Design, Business Process..., Project Management
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Business Administration (MBA)
DePaul University 2005 — 2007
BS, Finance/ Minor Accounting
UW-Whitewater 2002 — 2005
Sheboygan Lutheran
Otis Elevator February 2004 - Present
Team Marketing Report February 2003 - February 2004
Mesirow Financial June 2002 - February 2003
Skills
Contract Negotiation, Operations Management, Sales, Project Management, Project Estimation, Design Consulting, Project Planning, Construction, Management, Forecasting, Business Strategy, Procurement, Contract Management, Account Management, P&L Management, Sales Management, Facilities Management, Team Building, Budgets
Education
DePaul University 2000 — 2004
Bachelors in Commerce, Finance, Accounting, Marketing and Management
Northern Trust December 2011 - Present
Mesirow Financial December 2003 - April 2011
Loomis, Sayles & Company February 2000 - April 2003
Harris Bank March 1990 - February 2000
Skills
Bloomberg, Mutual Funds, Lotus Notes, Excel, PowerPoint, Word, Microsoft Excel, Securities, Portfolio Management, Trading, Microsoft Word, Bonds, Options, Fixed Income, Settlement, Accounting, Asset Allocation, Asset Management, Capital Markets, Equities, Hedge Funds, Investment Management, Investments
Education
University of Phoenix 2011 — 2015
Bachelor’s Degree, Finance, 3.3
DePaul University 1993 — 1995
Finance
Equity Office Properties August 2012 - May 2014
Mesirow Financial December 2007 - January 2011
Aon August 1999 - January 2007
Skills
Leadership, Accounting, Accounts Receivable, Microsoft Excel, Journal Entries, Call Centers, Insurance, Team Building, Accounts Payable, Financial Analysis, Budgets, Customer Service, Payroll
Education
Harold Washington College 2014 — 2015
Associate’s Degree, Business/Commerce, General
DePaul University 1995 — 2000
None, Accounting and Computer Science
Mesirow Financial June 2008 - Present
Vankampen Funds May 1992 - May 2008
Skills
Fixed Income, Bonds, Portfolio Management, Capital Markets, Series 63, Securities, Bloomberg, Equities, Investment Strategies, Financial Modeling, Series 7, Investment Banking, Asset Management, Alternative Investments, Municipal Bonds, Trading, Investment Management, Hedge Funds, Wealth Management, Asset Managment, Investments, Investment Advisory, Asset Allocation, Mutual Funds, Derivatives
Education
DePaul University 1966 — 1970
Bachelor of Business Administration (B.B.A.), Finance
Mesirow Financial June 2013 - Present
UBS Global Asset Management March 1987 - May 2013
Skills
Asset Management, Alternative Investments, Mutual Funds, Hedge Funds, Marketing Communications, Equities, Portfolio Management, Asset Allocation, Investment Management, Investments, Fixed Income, Corporate Communications, Strategy, Marketing Strategy, Investment Strategies
Education
DePaul University 1989 — 1993
Bachelor's degree, Business Administration and Management, General
Notre Dame High School 1981 — 1985
St John Berchmans 1973 — 1981
Jacobson Group April 2015 - Present
Mesirow Financial June 2014 - November 2014
Marsh July 2001 - June 2014
Bowne 1995 - 2000
Skills
Commercial Insurance, Underwriting, Workers Compensation, Account Management, Risk Assessment, Responsive to client..., In-depth knowledge of..., Analyze client risks..., Educates clients about..., Strives for continual..., Keeps technical skills..., Risk Management, Property & Casualty..., Insurance
Education
DePaul University
Bachelor of Arts, Psychology
Insurance Institute of America
Risk Management Designations, Commercial Insurance
The National Alliance for Insurance Education & Research
CISR, Commercial Insurance
The National Underwriter Company
CLCS, Commercial Lines Coverage Specialist
Mesirow Financial June 1990 - Present
Education
DePaul University
Bachelor of Science (B.S.), accounting
mesirow financial September 1999 - Present
ABN AMRO January 1997 - September 1999
Banc of America Securities 1988 - 1997
Continental Bank 1988 - 1997
Continental Bank 1988 - 1997
Northern Trust Company 1975 - 1986
Education
University of Iowa - Henry B. Tippie College of Business 1968 — 1970
MBA, Finance
South Dakota State University 1964 — 1968
BS, Ag Economics
DePaul University
MA, Accounting
Monroe Capital 2013 - Present
Silver Airways 2014 - Present
PTC Group Holdings Corp 2015 - Present
Thomas J. Allison & Associates 2013 - Present
Sunshine Through Golf Foundation 2012 - Present
Western Golf Association/Evans Scholars Foundation 2008 - Present
Mesirow Financial 2006 - 2012
Huron Consulting Group 2002 - 2006
Skills
Restructuring, Due Diligence, Bankruptcy, Venture Capital, Asset Managment, Corporate Finance, Turn Around Management, Financial Modeling, Valuation, Private Equity, Mergers, Business Valuation, Hedge Funds, Capital Markets, Corporate Development, Management Consulting, Mergers & Acquisitions, Investment Banking, Divestitures, Acquisitions, Strategy, Alternative Investments, Corporate Law, M&A experience, Corporate Governance, Start-ups, Portfolio Management, Acquisition Integration, Financial Services, Finance, LBO, Debt Restructuring, Executive Management, Business Planning, Securities, Joint Ventures, Financial Structuring, Leveraged Finance, IPO, Equities, Private Placements, Investments, Emerging Markets, Investor Relations, Funding, Fixed Income, Structured Finance, Forensic Accounting, Financial Analysis, Capital
Education
DePaul University
Master of Business Administration, Finance and Accounting
DePaul University
Bachelor of Science (B.S.)
Mesirow Financial February 2007 - Present
ValCom August 2000 - February 2007
Terasys, Inc. February 1995 - August 2000
Terasys, Inc. February 1995 - August 2000
Skills
Disaster Recovery, ITIL, Data Center, Firewalls, Cisco Technologies, Network Security, VPN, WAN, Active Directory, VMware, Windows Server, Virtualization, Network Administration, Network Architecture, IT Management, Vendor Management, Cisco IOS, Security, Information Security..., Incident Management, Business Analysis, Project Management, Windows 7, Network Engineering, Routers, DNS, Servers, Microsoft Exchange, LAN-WAN, Microsoft Certified..., Networking, Troubleshooting, Checkpoint, Juniper, DHCP, Juniper Technologies
Education
TeraSYS 1995 — 1995
MCSE, CNA, A+' Network+
Columbia College Chicago 1990 — 1992
Fine/Studio Arts, General
Waubonsee Community College
Waubonsee Community College
Thornton Tomasetti July 2013 - Present
Thornton Tomasetti 2007 - Present
Thornton Tomasetti June 2005 - June 2007
Thornton Tomasetti December 2003 - June 2005
M+W Zander 2000 - November 2003
Perkins+Will 1997 - 2000
American College of Healthcare Executives 1997 - 1997
American College of Healthcare Executives 1996 - 1997
Mesirow Financial 1994 - 1995
Mesirow Financial 1991 - 1994
Skills
Marketing Communications, LEED AP, Marketing Strategy, Proposal Writing, Adobe Creative Suite, Market Research, Submittals, Marketing, Copywriting, Business Development, Email Marketing, Event Planning, InDesign, Direct Marketing
Education
DePaul University
Bachelor of Science, Marketing
Seix Investment Advisors October 2012 - July 2014
Mesirow Financial June 2004 - April 2012
Invesco Ltd. October 2002 - June 2004
Deutsche Asset Management/Alex Brown/Bankers Trust August 1997 - April 2002
Capital Guardian Trust Company/American Funds March 1993 - August 1997
Skills
Consultant Coordination, Administration, Sales Management, Series 7, Mutual Funds, Asset Management, Client Service, Asset Managment, Financial Services
Education
Columbia University in the City of New York
Bachelor of Science, Psychology, Business
Katharine Gibbs
AD, Business
Washington Montessori School
Aviva Investors North America January 2013 - Present
Experis (formerly Jefferson Wells) July 2012 - December 2012
MF Global January 2009 - April 2012
Mesirow Financial November 1988 - January 2009
Skills
Hedge Funds, Financial Analysis, Internal Controls, Financial Reporting, Asset Management, Auditing, Internal Audit, Account Reconciliation, Sarbanes-Oxley Act, Investments, Series 7, Accounting, Cash Management, Options, Financial Modeling, FX Options, Financial Services, Securities, Risk Management, Capital Markets, Process Improvement, Fixed Income, Financial Accounting, US GAAP, General Ledger, Bloomberg, SEC filings, Accounts Payable, Equities, Due Diligence, Derivatives, Alternative Investments, Finance
Education
DePaul University
BS Commerce, Accounting
Mesirow Financial December 2014 - Present
Wintrust Financial Corporation October 2012 - December 2014
Lake Forest Bank & Trust August 2011 - October 2012
Skills
Direct Marketing, Social Media, Marketing, Adobe Creative Suite, Brochures, Marketing Strategy, Press Releases, Marketing Management, CRM, Advertising, Direct Mail, Graphic Design, B2B Marketing, Customer Service, Microsoft Word, Public Relations, Blogging, Account Management, Lead Generation, Event Planning, InDesign, Outlook, PowerPoint, Social Networking, Online Marketing, Market Research, Social Media Marketing, Copywriting, Email Marketing, Creative Writing, Business Development, Photoshop, Management, Marketing Communications, Event Management, Online Advertising, Facebook
Education
DePaul University 2005 — 2009
Bachelor, Marketing, 3.3
Morgan Dempsey Capital Management LLC October 2013 - Present
Horizon Asset Management Inc. 2005 - 2013
Mesirow Financial 1997 - 2005
Paine Webber 1994 - 1997
Kemper Securities 1989 - 1994
Skills
CRM, Marketing, Investments, Portfolio Management, Asset Management, Equities, Management, Fixed Income, Mutual Funds, Customer Service
Education
Cornell University
Bachelor of Science (BS), Economics
Mesirow Financial September 2011 - March 2012
Corbett Accel Healthcare Group June 2011 - August 2011
Featherfist January 2011 - June 2011
Arc Worldwide May 2000 - January 2009
Frankel. September 1998 - May 2000
Skills
PeopleSoft, Microsoft Office, ADP Payroll, HRIS, Employee Benefits, Recruiting, Deferred Compensation, Performance Management, Talent Management, Employee Relations, Taleo, SuccessFactors, Ceridian, Ultipro, Movex, ADP ReportSmith, Workday, Kronos, Succession Planning, Change Management, Employee Self Service, Compensation & Benefits..., ADP HRB, New Hire Orientations, Management, Leadership
Education
DePaul University 2011 — 2011
Professional in Human Resources (PHR), Human Resources, B
Governors State University 1995 — 1999
Bachelors, Human Resources Management
Robert Morris College 1981 — 1982
Associate of Arts (A.A.), Business Administration and Management, General
Percy L. Julian H.S.
Mesirow Financial 2011 - Present
Mesirow Financial 1985 - 2011
Education
DePaul University
Bachelor of Science (B.S.)
Cleveland Department of Public Utilities January 2014 - Present
City of Cleveland January 2008 - January 2014
NIOA 2013 - 2014
NIOA 2013 - 2014
City of Cleveland 2006 - 2008
STP Enterprises, Inc. 2004 - 2005
Mesirow Financial 1998 - 2004
Skills
Social Media, Public Relations, Event Planning, Public Speaking, Community Outreach, Strategic Communications, Media Relations, Press Releases, Government, Internal Communications, Crisis Communications, Marketing Communications, Editing, Community Development, Corporate Communications, Speech Writing, Public Safety, Copywriting, Fundraising, Proposal Writing, Newsletters, Leadership, Strategic Planning, Crisis Management, Event Management, Copy Editing, Emergency Management, Policy, Blogging, Public Policy, Publicity, Homeland Security, Politics, Political Campaigns, Advertising, Marketing, Public Affairs, Proofreading, Integrated Marketing, Creative Writing, Social Networking, Social Media Marketing, Journalism, PIOS, Facebook, Volunteer Management, Project Management, Training
Education
DePaul University 1998 — 2001
Master of Arts, Communication
Heidelberg University 1994 — 1998
Bachelor of Arts, Communication and Music-Vocal Performance
Mesirow Financial June 2014 - Present
Extreme Reach January 2013 - June 2014
Suzlon Wind Energy A/S October 2011 - December 2012
Heidrick & Struggles July 2006 - August 2011
Hewitt Associates 2005 - 2006
International Profit Associates 2004 - 2005
Bed Bath & Beyond 2003 - 2005
Hertz 2002 - 2003
Conference Plus 2001 - 2002
Your Payroll Service, Inc. 1996 - 2001
Skills
Payroll, PeopleSoft, Management, Human Resources, Process Improvement, Employee Benefits, Leadership, Training, Performance Management, Recruiting, Employee Relations
Education
Colorado Technical University
Management Information Systems
Solid Realty Services September 2007 - Present
Mesirow Financial May 2004 - Present
Skills
Project Management, Investments, Marketing, Real Estate, Financial Analysis, Portfolio Management, Property Management, Customer Service, Asset Management, Financial Services, Vendor Management, Short Sales, Insurance, Investment Properties, Business Analysis, Contract Negotiation, Management
Education
DePaul University
Industrial and Organizational Psychology
Mesirow Financial August 1984 - Present
Skills
Equities, Series 7, Fixed Income, Securities, Investments, Hedge Funds, Mutual Funds
Education
DePaul University
Illinois Department of Transportation August 2012 - Present
Illinois Department of Transportation May 2010 - August 2012
Mesirow Financial April 2007 - April 2010
Ala Carte Entertainment June 2005 - April 2006
Skills
Budgets
Education
DePaul University 2001 — 2005
BS, Finance
Fenwick High School 1997 — 2001
Baird & Warner June 2014 - Present
Mesirow Financial April 2013 - Present
Keller Willams Realty March 2008 - June 2014
Holden Industries, Inc. December 1994 - May 2012
Skills
Real Estate, Real Estate Transactions, Foreclosures, Investment Properties, Sellers, Short Sales, Buyer Representation, Investors, Residential Homes, REO, First Time Home Buyers, Single Family Homes, Condos, Listings, Relocation, New Home Sales, Leases, Referrals, Move Up Buyers, Townhomes, Real Property
Education
College of Lake County 1982 — 1988
AA, Business Administration and Management, General
Tillar High School, Tillar AR 1962 — 1966
Housing Extrodinare January 2000 - Present
Jane Adams Hull House May 2006 - September 2008
Mesirow Financial February 1999 - February 2000
Skills
Legal Research, Online Research, Criminal Investigations, Social Media, Research, Property, Leases, Interviews, Landlords, Event Planning, Administrative..., Nonprofits, Social Networking, Human Resources, Policy
Education
Paralegal Institute of Illinois 1995 — 1997
Associates Degree, Torts, Contracts, Estate Planning, Family and Criminal Law
Columbia College Chicago 1981 — 1983
Associates, Design
Mesirow Financial March 2012 - Present
Mesirow Financial July 2005 - March 2012
Skills
Investment Brokerage, Wealth Management, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2001
MBA, Finance
Creighton University 1990 — 1994
BA, Finance
City Colleges of Chicago March 2015 - Present
Little Company of Mary Hospital April 2013 - March 2015
Tribune Media Services via Brilliant Financial Staffing September 2012 - April 2013
DePaul University October 2005 - August 2011
Mesirow Financial October 2004 - October 2005
LaSalle Bank August 2000 - October 2004
Kraft Foods February 1991 - May 2000
Skills
Financial Reporting, Accounting, Internal Controls, Auditing, Financial Accounting, Accounts Receivable, GAAP, Forecasting, Financial Statements, Budgets, CPA, Project Planning, General Ledger, Account Reconciliation, Accounts Payable, Financial Analysis, Journal Entries, Sarbanes-Oxley Act, Bookkeeping, Fundraising, Microsoft Office, Cost Accounting, US GAAP, Microsoft Excel, Access, Balance, Microsoft Word, Strategic Financial..., PeopleSoft
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master's Degree, Accounting and Finance Mgmt
DePaul University 2001 — 2005
Bachelor's degree, Business Administration/Accounting
PNC Wealth Management October 2010 - Present
Spalding University September 2012 - Present
BMO Capital Markets October 2000 - October 2010
Robert Morris University, Chicago, IL September 2008 - September 2010
Mesirow Financial June 1999 - September 2000
Fidelity Investments February 1998 - June 1999
Skills
Investments, Financial Analysis, Financial Services, Portfolio Management, Mutual Funds, Investment Strategies, Valuation, Asset Management, Capital Markets, Equities, Asset Allocation, Fixed Income
Education
DePaul University 2004 — 2006
Master of Business Administration (MBA), Finance and Financial Analysis
University of Kentucky 1992 — 1997
Bachelor of Business Administration (BBA), Finance
Self-employed October 2000 - Present
Gruntal January 1989 - February 1993
Mesirow Financial January 1982 - February 1987
Education
College of DuPage 2011 — 2015
Hollins University 1977 — 1981
Bachelor of Arts, Biology/Biological Sciences, General