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
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Mesirow Financial Employees
Mesirow Financial March 2005 - Present
Stein Roe & Farnham 1978 - March 2005
stein roe & farnham 1978 - 2001
Skills
Asset Allocation, Portfolio Management, Investments, Fixed Income, Equities, Investment Management, Valuation, Derivatives, Financial Modeling, Wealth Management, Investment Strategies, Mutual Funds, Securities
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA, FInance
Knox College 1971 — 1975
BA, Mathematics
Mesirow Financial November 2013 - Present
Mesirow Financial April 2011 - November 2013
Mesirow Financial July 2009 - April 2011
Skills
Insurance, Risk Management, Commercial Insurance, Property & Casualty..., Account Management, Sales, Brokers, Financial Services, Customer Service, Microsoft Excel, Management, Legal Liability, Workers Compensation, Liability
Education
Indiana University - Kelley School of Business 2004 — 2008
Bachelor of Science in Business Administration, Finance - Real Estate
The Hartford School of Insurance
CLCS Designation - Commercial Lines Coverage Specialist, Commercial Property & Casualty Insurance
Northern Trust Corporation June 2015 - Present
Mesirow Financial June 2014 - August 2014
K201 - Computer in Business August 2013 - May 2014
Top Golf April 2012 - August 2012
Skills
Microsoft Excel, Team Leadership, Public Speaking, Research, Customer Service, Microsoft Word, PowerPoint, Access, Social Networking, Accounting
Education
Indiana University - Kelley School of Business 2012 — 2016
Finance
Indiana University Bloomington 2012 — 2016
Finance
JLL March 2011 - Present
Citizens Financial Group (d/b/a Citizens Bank & Charter One) May 2010 - March 2011
Eurohypo AG January 2007 - July 2009
Mesirow Financial March 2006 - November 2006
JLL March 2002 - March 2006
Skills
Commercial Real Estate, Real Estate Transactions, Lease Negotiations, Real Estate Financing, Real Estate Development, Portfolio Management, Loans, Disposition, Corporate Real Estate, Client Presentation, Lease Documentation, Buyouts, Financial Modeling
Education
Indiana University Bloomington 1997 — 2001
Bachelor of Science (BS), Finance
BDO Consulting Corporate Advisors, LLC July 2008 - Present
CRG Partners October 2007 - July 2008
LECG Corporation November 2006 - September 2007
Mesirow Financial September 2004 - September 2006
KPMG LLP August 1995 - September 2004
Placid Oil Company September 1980 - April 1995
Skills
Mergers, Due Diligence, Restructuring, Financial Reporting, Business Planning, Business Strategy, Finance, Accounting, Cash Management, Joint Ventures, Strategic Planning, Banking, Turn Around Management, Contract Negotiation, Budgets, Management, Treasury Management, Financial Modeling, Valuation, Private Equity, Divestitures, Mergers & Acquisitions, Cash Flow, Internal Controls, Strategic Financial..., Strategy
Education
Louisiana Tech University
MBA, Finance
Louisiana Tech University
BS, Industrial Management
DMF Woodworks January 2014 - Present
2 Play the Tips September 2010 - Present
Fore Members Only, LLC January 2011 - March 2015
Apple December 2011 - April 2013
Golfsmith International July 2011 - October 2011
Golfsmith December 2009 - December 2010
Tower Hill Trading August 2009 - October 2009
Fort Dearborn Partners January 2009 - July 2009
The Ashland Saints April 2007 - March 2009
Mesirow Financial June 2007 - January 2008
Skills
Sales, Finance, Strategic Planning, Analysis, Golf, Photoshop, Web Design, Illustrator, Team Building, Microsoft Excel
Education
Loyola University Chicago 2005 — 2009
BBA, Finance
John Felice Rome Center 2007 — 2007
Mesirow Financial 2000 - Present
Skills
SharePoint, Financial Analysis, Account Reconciliation, Investments, Accounting, Microsoft Office, Microsoft Excel, Outlook, Asset Management, Financial Services, Microsoft Word, Financial Reporting, Customer Service, Insurance, Portfolio Management, Process Improvement, Risk Management
Education
MacCormac College
Associate's degree, Interior Design
BMO Global Asset Management October 2014 - Present
Mesirow Financial September 2010 - October 2014
Advisory Research September 2008 - September 2010
Nuveen Investments May 2003 - August 2008
Foothill Capital August 2002 - February 2003
Heller Financial January 2000 - January 2002
Education
Indiana University Bloomington 1995 — 1999
B.S., Finance and Accounting
Traverse Pointe Partners August 2014 - Present
William Blair & Company May 2015 - July 2015
Grant Thornton China (致同) April 2015 - May 2015
Mesirow Financial June 2014 - August 2014
St. James’s Place Wealth Management May 2013 - August 2013
Skills
Microsoft Excel, Leadership, Data Analysis, Event Planning, PowerPoint, Public Speaking, Teamwork, Time Management, Financial Analysis
Education
Indiana University - Kelley School of Business 2014 — 2016
3/2 Master of Business Administration (M.B.A.), Financial Analysis
Indiana University - Kelley School of Business 2011 — 2014
Bachelor of Science, Business; Accounting
Hinsdale Central High School 2007 — 2011
William Blair & Company May 2015 - July 2015
Mesirow Financial June 2014 - August 2014
The Health Care Management Group May 2013 - August 2013
Skills
Team Leadership, People Skills, Preparation, Work Ethic, Microsoft Excel, PowerPoint, Public Speaking, Social Media
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor of Science (B.S.), Finance
Level Office August 2014 - Present
McCaffery Interests May 2012 - July 2014
TransAmerica Realty Partners, LLC March 2009 - May 2012
One Hundred 75th Street, LLC December 2006 - September 2008
Mesirow Financial March 2004 - November 2006
Skills
Real Estate Development, Real Estate, Real Estate Economics, Due Diligence, Property Management, Financial Modeling, Financial Analysis, Entitlements, Valuation, Contract Negotiation, Disposition, Strategic Planning, Contract Management, Budgets, Leases
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Finance & Real Estate
Loyola University of Chicago - Graduate School of Business 1999 — 2001
Master of Science (MS), Managment Information Systems
Loyola University of Chicago 1995 — 1999
BBA
Northern Trust Corporation January 2013 - Present
Mesirow Financial November 2009 - January 2013
Merrill Lynch September 2006 - November 2009
Marquette Bank November 2003 - September 2006
Skills
Portfolio Management, Investments, Business Development, Business Valuation, Fiduciary, Wealth Management, Financial Analysis, Series 7, Investment Management, Equities
Education
Marquette University 1997 — 2001
Bachelor of Arts, Political Science
Fenwick High School 1993 — 1997
Rocky Mountain Getaways 2013 - Present
Consider It Done Concierge 2006 - Present
Lucky Brand Jeans February 2012 - Present
Starbucks August 2002 - January 2012
Mesirow Financial September 1979 - August 1996
Skills
Customer Service, Store Management, Microsoft Office, Customer Satisfaction, Event Planning, Social Networking, Sales, Microsoft Word, Retail, Strategic Planning, PowerPoint, Facebook, Management
Education
Loyola University Chicago
Accounting
Cedar Capital April 2012 - Present
Mesirow Financial December 2010 - March 2012
RR Donnelley August 2010 - December 2010
Yunistone Investment Group May 2009 - April 2010
Arenafootball2 League Office January 2009 - April 2009
Windy City Fieldhouse June 2008 - August 2008
Gameplan Creative, LLC May 2007 - March 2008
University of Dreams 2007 - 2007
Cincinnati Bengals May 2006 - September 2006
Skills
Mutual Funds, ETFs, Wealth Management, Marketing Communications, Economics, Account Management, Sports Marketing, Financial Reporting, Microsoft Office, Financial Management, Market Research, Morningstar, Quickbooks, Equity Research, IRA's, Coordinating Events, MBA Finance, MBA, Account Reconciliation, Advent Portfolio..., Finance, Marketing, Investments, Leadership, Customer Service
Education
Roosevelt University 2008 — 2010
Master of Business Administration, Finance & Marketing
Kent State University 2003 — 2007
Bachelor of Science, Sports Administration - Major, Business Administration - Minor
Coronet Writers Lab July 2014 - Present
CBS Television Studios November 2014 - Present
Scriptwriters Network November 2013 - November 2014
Freelance October 2012 - November 2014
Los Angeles Post-Examiner January 2014 - May 2014
CannonVision Productions June 2012 - October 2012
Clearview Treatment Programs September 2011 - May 2012
Hazelden Foundation August 2010 - May 2011
Mesirow Financial September 2007 - September 2009
Charles L. Crane Agency October 2006 - September 2007
Skills
Screenwriting, Writing, Editing, Nonprofits, Psychotherapy, Research, Social Services, Mental Health, Crisis Intervention, Psychology, Freelance Writing
Education
Loyola University Chicago 2009 — 2011
MSW, Social Work - Mental Health; Alcohol & Drug Counseling
University of Missouri-Columbia 2000 — 2004
Bachelor's of Science, Business Administration - Marketing
Actuant Corporation January 2012 - Present
Mesirow Financial 2008 - 2010
Skills
Conversational in..., Accounting, Hyperion Enterprise, Financial Analysis, Accounts Receivable, Cost Accounting, General Ledger
Education
Marquette University 2007 — 2011
BS, Accounting and International Business
TCS Group May 2015 - Present
Mesirow Financial August 2010 - May 2015
Capital Forensics 2009 - 2010
Education
Indiana University - Kelley School of Business 2005 — 2009
Berkshire Hathaway HomeServices KoenigRubloff Realty Group April 2013 - Present
Mesirow Financial 2003 - 2007
Skills
Buyer Representation, Sellers, Condos, Single Family Homes, Short Sales, Relocation, First Time Home Buyers, Listings, Foreclosures, Townhomes, New Home Sales, REO, Investment Properties, Real Estate, Referrals, Investments
Education
Indiana University-Purdue University at Indianapolis 1999 — 2003
Journalism
The State of Wisconsin Investment Board January 2015 - Present
Mesirow Financial June 2012 - December 2014
Mesirow Financial June 2010 - June 2012
Brady Corporation January 2006 - April 2010
Falcons Rock Investment January 2009 - May 2009
Marquette University AIM Program January 2008 - May 2009
Stark Investments June 2008 - August 2008
Smith Barney September 2007 - December 2007
Skills
Hedge Funds, Investments, Investment Management, Funding, Finance, Fund Of Funds, Strategic Financial..., Access
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
Marquette University 2005 — 2009
Bachelor of Science, Finance
Mesirow Financial June 2015 - Present
RBC Capital Markets June 2014 - August 2014
Astor Investment Management June 2013 - August 2013
Astor Investment Management June 2012 - August 2012
Astor Investment Management June 2011 - August 2011
Skills
DBC, Microsoft Excel, Access, PowerPoint, Microsoft Word, Photoshop
Education
Southern Methodist University 2012 — 2016
Cox School of Business
Latin School of Chicago
Latin School of Chicago
Mesirow Financial June 2014 - Present
Broadview CTL Capital, LLC January 2006 - May 2014
Skills
Investments, Real Estate Development, Real Estate, Real Estate Economics, Corporate Real Estate, Commercial Real Estate, Due Diligence, Asset Managment, Real Estate Financing, Brokerage, Real Estate Transactions, Leases, Landlords, Asset Management, Structured Finance
Education
University of Nebraska at Omaha 2006 — 2008
Bachelor of Science in Business Administration, Finance and Real Estate
Iowa State University 2005 — 2006
Simpson College 2003 — 2005
Sedgwick August 2015 - Present
Sedgwick April 2014 - July 2015
Sedgwick December 2010 - April 2014
Sedgwick CMS October 2008 - May 2010
CCMSI June 2007 - July 2008
Sedgwick CMS June 2004 - June 2007
Schwartz Brothers Insurance Agency May 2003 - June 2004
American Society of Interior Designers March 2002 - April 2003
IIDA March 2001 - February 2002
Mesirow Financial September 1998 - February 2001
Skills
Liability, Legal Liability, Litigation Management, Time Management, Successful Negotiation, Medicare/Medicaid..., Customer Oriented, Team Building, Client Expectations..., Municipal Law, Property & Casualty..., Claims Management, Claim Investigation, Claims Handling, Claims Resolution, Customer Service, GTD, Microsoft Office, AIC, Windows, Mac, Commercial Insurance, Claim, Insurance, Product Liability, Liability Analysis, Casualty, Public Liability, Subrogation, Property Damage, Property Claims, Investigation, Excess, Casualty Claims, Commercial Lines, Legal Writing, Professional Liability, Dispute Resolution, Claims Investigations, Personal Injury, Litigation, Adjusters, General Insurance, Casualty Insurance
Education
St. Ignatius College Prep 1994 — 1998
H.S. Diploma
International Academy of Design and Technology-Chicago 1998 — 2007
BFA, Interior Design
Mesirow Financial May 2014 - Present
Center for Jewish Genetics November 2012 - May 2014
Jasculca/Terman & Associates September 2008 - July 2009
Audrey Suffrin Public Relations May 2008 - September 2008
Skills
Community Outreach, Nonprofits, Marketing Event Planning, Public Speaking, Public Health, Event Management, Public Relations, Corporate Communications, Social Media, Fundraising
Education
Indiana University Bloomington 2004 — 2008
Bachelor of Arts (BA), Communication and Culture
Deerfield High School (Deerfield, IL)
Mesirow Financial April 2014 - Present
Mesirow Financial July 2013 - March 2014
Barrington Concours d'Elegance May 2013 - July 2013
Donors Forum July 2012 - June 2013
Greek Spirit January 2012 - April 2012
U.S. Green Building Council June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, New Business Development, Business Writing, Communication, Market Research, High degree of..., Data Analysis, Market Analysis, Industry Research, Lead Cultivation, Relationship Management, Salesforce.com, Prospect Research, Client Analysis, Project Coordination, Qualifying Prospects, Presentation Development, Organization Skills, Strategy, Social Networking, Strategic Communications, Sponsorship, Business Development, International Relations
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Arts (B.A.), Business/Corporate Communications
EMPIRE PETROLEUM PARTNERS. LLC March 2012 - December 2014
Quik Way Group August 2009 - March 2012
Syndicated Equities April 2007 - November 2008
Mesirow Financial August 2005 - April 2007
Education
Indiana University Bloomington 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Mesirow Financial July 2014 - January 2015
Sears Holdings Corporation February 2014 - July 2014
OptionsCity Software, Inc. November 2013 - February 2014
Optionshop July 2012 - November 2013
Trading Technologies December 2004 - April 2012
C.W. Beilfuss & Associates December 2003 - November 2004
Videojet December 2000 - October 2003
Skills
Software Development, Software Design, Software Engineering, Web Development, JavaScript, HTML, CSS, jQuery, Angular.js, Ember.js, Handlebars.js, d3.js, XML, Multithreading, Visual Studio, C#, .NET, WinForms, OOP, C++, STL, Visual C++, MFC, Win32 API, Win32, Object Oriented Design
Education
University of St. Francis 1995 — 1998
Bachelor of Science (BS), Computer Science
Joliet Junior College 1993 — 1995
Residco June 2014 - Present
Fischoff National Chamber Music Association July 2012 - Present
Hazel Street Designs May 2010 - Present
Paper Source November 2013 - January 2014
The Land of Nod October 2012 - January 2013
Paper Source October 2010 - December 2010
Mesirow Financial November 2004 - May 2010
MFB Financial May 2000 - October 2004
MFB Financial October 1999 - May 2000
Skills
Investments, Asset Managment, Customer Service, Asset Management, Microsoft Office, Constant Contact, Web Analytics, Website Updating, Social Media, Company Newsletters, Newsletter Production, IRAs, Investment Advisory, Asset Allocation, Series 7, Series 63, Series 24, Newsletters, Graphic Design, Photography, Digital Art, iWork Pages, Photoshop Elements, iMovie, Raiser's Edge, Mura CMS, Facebook
Education
Spring Arbor University 1997 — 1999
Bachelor of Business Administration (BBA), Business Administration and Management, General
Indiana University South Bend 1995 — 1997
Business Administration and Management, General
Mesirow Financial June 2014 - Present
Mesirow Financial May 2013 - May 2014
Waterton Residential August 2012 - May 2013
Loyola University Chicago August 2009 - May 2013
Loyola University Preschool August 2010 - August 2012
Vibes Media April 2012 - July 2012
Skills
Creative Problem Solving, Organizational Behavior, Patience, Conversational Skills, Punctual, Listening Skills, Fast Learner, Determination, Human Resources, Onboarding, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Customer Service, Leadership, HRIS, Mediation, Time Management, Management
Education
Loyola University of Chicago 2009 — 2013
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Mesirow Financial October 2006 - Present
Dann Insurance August 1999 - October 2006
Kapuler Marketing 1990 - 1992
DDB Needham Worldwide 1988 - 1990
Needham Harper Worldwide 1986 - 1988
Needham Harper & Steers 1984 - 1986
Skills
Risk Management, Workers Compensation, Professional Liability, Property & Casualty..., Legal Liability, Underwriting, Insurance, Liability, Brokers, Commercial Lines, Casualty, Commercial Insurance, D&O, Customer Service, Management, Casualty Insurance
Education
Hartford School of Insurance 2015 — 2015
CLCS Designation, Commercial Lines Coverage Specialist
Loyola University of Chicago 1986 — 1988
MLS, Liberal Arts
Loyola University of Chicago 1978 — 1982
BS, Psychology
Immaculata High School 1974 — 1978
HS Diploma, Secondary school, 9 - 12
Canossa Academy 1965 — 1970
Elementary, Kindergarten - 4
Mesirow Financial July 2015 - Present
Blue Cross Blue Shield of Illinois October 2005 - July 2015
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas October 1998 - October 2005
Skills
Account Management, Employee Benefits, Health Insurance, Underwriting, Insurance, Sales, Customer Retention, Sales Operations, Customer Satisfaction, Negotiation, New Business Development, Direct Sales, Contract Negotiation, Sales Management
Education
Indiana University Bloomington 1988 — 1992
BS, Business: Accounting & Finance
Headwaters MB June 2014 - Present
Mesirow Financial November 2010 - May 2014
KPMG Corporate Finance April 2010 - October 2010
KPMG Advisory September 2008 - March 2010
Ernst & Young April 2007 - May 2007
Crowe Chizek & Co. LLC May 2006 - August 2006
Skills
Private Equity, Investment Banking, Financial Modeling, Market Research, Valuation, Due Diligence, Mergers, Accounting, Private Placements, Securities, Business Valuation, Corporate Finance, Financial Analysis, Capital IQ, ThomsonOne, Mergers & Acquisitions, LBO, M&A experience
Education
Indiana University - Kelley School of Business 2007 — 2008
MBA, Accounting/Finance
Indiana University - Kelley School of Business 2003 — 2007
BS, Accounting
Consultant May 2015 - Present
Cook County Bureau of Administration for Illinois November 2014 - June 2015
Richmond Redevelopment and Housing Authority September 2014 - March 2015
VGI Energy June 2011 - 2013
Fundraising Consultant June 2010 - November 2010
Youth Service Project, Inc. April 2005 - July 2009
Mesirow Financial February 2004 - March 2005
Chicago Housing Authority January 2001 - January 2005
Skills
Fashion, Public Relations, Event Planning, Styling, Marketing, Creative Direction, Fundraising, Strategic Planning, Social Media, Social Media Marketing, Nonprofits, Strategic Communications, Public Speaking, Event Management, Community Outreach, Social Networking, Press Releases, Leadership, Management, Budgets, Marketing Communications, Brand Management, Merchandising, Sales, Fashion Shows
Education
Parsons The New School For Design 2009 — 2011
AAS, Marketing
Lake Forest Graduate School of Management 2003 — 2005
MBA, Business Administration and Management, General
University of Illinois at Chicago 1994 — 1998
BA Latin American Studies
Walton Street Capital May 2014 - Present
Ernst & Young September 2011 - May 2014
EY June 2010 - August 2010
Grant Thornton International Ltd April 2010 - June 2010
Mesirow Financial June 2008 - August 2008
Skills
Assurance, External Audit, IFRS, Auditing, Internal Controls, Microsoft Excel, US GAAP, SEC filings, GAAP, CPA
Education
Indiana University Bloomington 2010 — 2011
Master of Business Administration (MBA), Accounting
Indiana University Bloomington 2006 — 2010
Bachelor's degree, Accounting
BMO Global Asset Management May 2015 - Present
Regal Securities, Inc. July 2013 - May 2015
Invesco January 2013 - July 2013
Mesirow Financial January 1997 - April 2012
Ariel Investments January 1993 - December 1996
Education
Indiana University Bloomington 1984 — 1988
BA, Journalism
Kaizen Media Solutions February 2010 - Present
ask associates llc 2004 - Present
Kaizen Artists February 2013 - Present
International Beethoven Project 2013 - 2014
Takaki Close and Associates 1993 - 2004
Japanese American Service Committee (JASC) 2002 - 2003
Mesirow Financial 1986 - 1993
Skills
Entrepreneurship, Business Strategy, Digital Media, Digital Strategy, Web Analytics, Strategy, User Experience, Mobile Marketing, Start-ups, Online Marketing, Content Strategy, Marketing Strategy, Social Media, New Business Development, Strategic Planning, New Media, Strategic Partnerships, Digital Marketing, Advertising, Management, Online Advertising, Social Media Marketing, Business Development
Education
University of Illinois at Urbana - Champaign
Bachelor of Science (B.S.), Accountancy
Konan University
Berkley Surety Group, LLC May 2011 - Present
Mesirow Financial May 2010 - June 2011
Liberty Mutual December 2005 - May 2010
Chubb April 2004 - December 2005
JPMorgan Chase September 2001 - April 2004
Skills
Underwriting, Financial Analysis, Insurance, Portfolio Management, Credit
Education
Indiana University - Kelley School of Business 2009 — 2012
MBA
University of Wisconsin-Madison 1997 — 2001
BBA, Finance, Banking, & Investment
Mesirow Financial March 2001 - Present
Skills
Fiduciary..., Wealth Management, Investment Advisory, Asset Management, Investments, Mutual Funds, Retirement Plan...
Education
John Carroll University 1966 — 1970
BSBA, Business-Marketing
Fenwick H.S. 1962 — 1966
Oracle May 2008 - Present
Mesirow Financial October 2004 - October 2007
Whitney Inc June 1998 - October 2004
Education
Illinois State University 1995 — 1998
Truth & Consciousness July 2007 - Present
Self-Employed November 2006 - Present
The Pampered Chef June 2006 - November 2008
First30Days.com June 2007 - February 2008
Integrys / Peoples Gas September 2006 - July 2007
KDSM-TV October 2003 - March 2006
The Bjork Group, Inc. 2001 - 2003
Mesirow Financial 1994 - 1998
Skills
Writing, Editing, Books, Web Content, Public Speaking, Online Marketing, Marketing Strategy, Marketing Communications, Direct Marketing, Personal Branding, E-commerce, E-learning, Social Media Marketing, Concept Development, Strategic Planning, Proofreading, Campaign Development, Campaign Management, Affiliate Marketing, Affiliate Management, Corporate Communications, Freelance Writing, Speech Writing, Webinars, Teleseminars, Keynote, optimizepress, Wordpress, Persuasive Writing, Humor Writing, infusionsoft, 1shoppingcart, Mac, PC, Memoir, Email Marketing, elevator pitch, Budget Tracking, Creative Concept..., Copywriting, WordPress, Storytelling, AP Style, Marketing, Internal Communications
Education
Boone High School
Iowa State University - College of Business
Bachelor of Business Administration, Major in Marketing with Economics minor
Grant Thornton LLP October 2013 - Present
Crowe Horwath LLP June 2012 - August 2012
Mesirow Financial June 2011 - August 2011
Skills
Financial Accounting, Accounting, Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Access, Microsoft Word, PowerPoint, General Ledger, Microsoft Office, Customer Service, GAAP, Data Analysis, Time Management, Teamwork, Pricing, Strategic Planning, Portfolio Management, Assurance, Auditing, Finance
Education
Indiana University - Kelley School of Business 2012 — 2013
Master's degree, Accounting
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Business; Accounting
Ringler Associates August 2007 - Present
St. John's University August 2006 - January 2008
Mesirow Financial June 2004 - July 2007
Skills
Claim, Insurance, Workers Compensation, Life Insurance, Property & Casualty..., Settlement, Subrogation, Commercial Insurance, Legal Liability, Liability, Claims Management, Professional Liability, Litigation Management, Litigation, Risk Management, Casualty, Personal Injury, Liability Analysis, Excess, Accident, Casualty Insurance
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2008
M.B.A., International Business
Iona College 2000 — 2004
B.B.A., Finance
St. John Villa Academy 1996 — 2000
High School
Mesirow Financial June 2012 - Present
Kelley School of Business January 2012 - May 2012
Education
Indiana University - Kelley School of Business 2010 — 2014
Finance
Houlihan Lokey May 2011 - Present
Express Oil Holdings, LLC. 2010 - Present
Mesirow Financial April 2009 - May 2011
Deloitte 2003 - 2009
PricewaterhouseCoopers 1999 - 2003
Grant Thornton LLP 1998 - 1999
Skills
Due Diligence, Private Equity, Financial Modeling, Valuation, Corporate Finance, Business Valuation, Financial Analysis, Restructuring, Mergers, Accounting, Investment Banking, Carve-outs, Carve-out Financial..., Sell Side, Financial Reporting, Cost Accounting, Project Accounting, Industrial Sector, Healthcare, Education, Food & Beverage, Retail, Software, Aerospace, Automotive, Entertainment, Environmental Services, Oil & Gas, International Business, China Manufacturing
Education
Indiana University Bloomington 1993 — 1998
Bachelor’s Degree, Accounting and Finance
Munster High School 1990 — 1993
High School
Cedar Capital July 2013 - February 2015
Mesirow Financial October 2009 - June 2013
UBS December 2005 - September 2009
SGP 1995 - 1999
SGP 1995 - 1999
Skills
Series 7, Investment Advisory, Securities, Insurance, Wealth Management, Mutual Funds, Investment Management, Retirement, Retirement Planning, Equities, Investments, Portfolio Management, Strategic Financial..., Series 63, Asset Managment, Alternative Investments, Valuation, Asset Allocation, Financial Modeling, Investment Strategies
Education
Illinois Wesleyan University 1987 — 1991
B.A., History
Illinois Wesleyan University 1987 — 1991
BA
Glenbard West HS 1983 — 1987
Duff & Phelps 2014 - Present
Mesirow Financial 2008 - 2014
Duff & Phelps / Standard & Poor's 2004 - 2008
Skills
Valuation, Financial Modeling, Business Valuation, Corporate Finance, Capital Markets, Financial Analysis, Finance, New Business Development, Accounting, Investments, Investment Banking, Mergers, Restructuring, Real Estate, Private Equity, Venture Capital, Economics, Negotiation, Derivatives, Credit, Team Building, Financial Reporting, Microsoft Excel, Debt, Equities, Due Diligence, Business Strategy, Strategy, Asset Management, Portfolio Management, Entrepreneurship, DCF, Hedge Funds, LBO, Fairness Opinions, Alternative Investments, Strategic Financial..., Bloomberg, Equity Valuation, Corporate Development, Financial Services, Divestitures, Fixed Income, Risk Management, Tax, M&A experience, Banking, Structured Finance, SEC filings, Equity Research
Education
Indiana University - Kelley School of Business
Mesirow Financial July 2002 - Present
Commerz Futures Group June 1999 - August 2001
Education
Indiana University - Kelley School of Business 1998 — 2002
Indiana University Bloomington 1998 — 2002
Finance
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors April 2008 - March 2013
Wells Fargo Advisors April 2004 - April 2008
Mesirow Financial June 1997 - April 2004
Ibbotson Associates June 1995 - June 1997
Skills
Series 7, Wealth Management, Series 63, Series 65, Mutual Funds, Asset Allocation, Investment Advisory, Investments, Retirement Planning, Alternative Investments, Securities, Portfolio Management, Asset Managment, Investment Strategies, Financial Advisory, Strategic Financial..., Retirement, Practice Management, Leadership, Public Speaking, Business Strategy, Product Development, Entrepreneurship, Certified Financial...
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Securities Industry Institute (Sponsored by SIFMA), Investments and Securities
Western University 1994 — 1995
MA, Economics
Lake Forest College 1990 — 1994
BA, Economics and International Relations
Mesirow Financial July 2015 - Present
Human Resources-Mesirow Financial June 2013 - August 2014
Midtown Athletic Clubs May 2011 - August 2011
WomanCare LLC May 2009 - May 2011
Skills
Time Management, Event Planning, Teamwork, Recruiting, Human Resources, Communication Skills, Microsoft Office, Highly personable, Organization, Flexibility, Easily Adaptable, Microsoft Excel, Organization Skills
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (B.S.), Management, Minor: Human Resources
Lorenzo De' Medici Italian Institute
Barrington Community High School 2007 — 2011
High School
PricewaterhouseCoopers September 2015 - Present
Ross Stores, Inc. June 2014 - August 2014
Mesirow Financial June 2013 - August 2013
Lowenstein Sandler LLP May 2012 - July 2012
Lowenstein Sandler LLP June 2011 - August 2011
Skills
Time Management, Editing, Human Resources, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Social Media, Teamwork, Access, Facebook, Public Speaking, Accounting
Education
Lehigh University 2011 — 2015
Bachelor of Science (B.S.), Finance, Supply Chain Management, Senior
Mesirow Financial July 2014 - Present
RAY · ALLEN, INC. November 2013 - July 2014
Citi Private Bank August 2012 - August 2013
Groupon May 2011 - August 2012
JP Morgan Chase June 2010 - May 2011
Illinois Department of Public Health June 2009 - August 2009
Illinois Department of Public Health June 2008 - August 2008
Skills
Marketing, Sales, Salesforce.com, Banking, Social Media Marketing, Account Management, CRM, Microsoft Office, Customer Service, Microsoft Excel, Market Research, Lead Generation, Event Planning, Online Advertising, Series 63, Management, Data Analysis, Online Marketing, Competitive Analysis
Education
St Mary's University College, London 2012 — 2013
Continuing Education/PGC, International Business Practices
Illinois Wesleyan University 2006 — 2010
Bachelor of Science, International Business
International Experience
Moody's Investors Service 2010 - Present
Independent 2009 - 2009
Standard & Poor's 2007 - 2009
Standard & Poor's 2000 - 2006
Standard & Poor's 1997 - 1999
Mesirow Financial 1995 - 1997
Kane McKenna Capital 1991 - 1995
KPMG Advisory 1989 - 1991
Skills
Banking, Management, Business Development, Strategy, Team Building, CRM, Finance, Financial Analysis, Leadership, Financial Services, New Business Development, Credit, Sales, Executive Management, Investment Banking, Due Diligence, Mergers & Acquisitions, Securities, Financial Modeling, Series 7, Financial Markets, Analysis, Marketing, Credit Analysis, Relationship Management, Bonds, Strategic Planning, Consulting, Business Strategy, Management Consulting, Fixed Income, Investments, Asset Management, Competitive Analysis, Capital Markets, Hedge Funds, Valuation, Portfolio Management
Education
Indiana University Bloomington
Master of Public Policy, Finance
DePauw University
Bachelor of Arts (B.A.), Economics & Management/Psychology
Mesirow Financial February 2013 - Present
Northwestern Mutual May 2011 - June 2012
Iowa State University January 2011 - May 2011
Coldwater Golf Links April 2009 - October 2010
M.J.'s East Gas Station April 2005 - July 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Financial Analysis, Social Media, Customer Service, Investments, Public Speaking, Marketing, Sales, Strategic Financial..., Time Management
Education
Iowa State University 2007 — 2011
BS, Finance and Management
Iowa State University - College of Business 2007 — 2011
B.S., Finance and Management
Iowa State University
Mesirow Financial June 2015 - Present
Knall-Cohen Investment Fund September 2014 - Present
Dropped and Desperate iPhone Repairs January 2015 - Present
Briar Ridge Country Club April 2007 - Present
CME Group June 2014 - August 2014
Indiana University July 2014 - July 2014
Briar Ridge Country Club April 2010 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Social Media, Accounting, Leadership, Time Management, Windows, Team Leadership, Management, Training, Process Improvement, Access, Positive Can-do Attitude, Event Planning, Financial Modeling, Social Networking
Education
Indiana University - Kelley School of Business 2013 — 2017
Bachelor of Science (BS), Finance and Accounting
Munster High School 2009 — 2013
Core 40 with Academic Honors
Trust Point Inc. August 2015 - Present
Johnson King, PLLC September 2012 - August 2015
Kretsch & Gust, PLLC July 2011 - August 2012
BenePartum Law Group, P.A. March 2009 - June 2011
Clark Consulting January 2004 - April 2006
Mesirow Financial September 2000 - December 2003
BNSF Railway 1999 - 2000
Skills
Estate Planning, Contract Negotiation, Wills, Trusts, Small Business, Corporate Law, Real Estate, Business Formation, Securities, Asset Protection, Property Law
Education
William Mitchell College of Law 2005 — 2008
JD, Law
Lake Forest College 1995 — 1999
B.A., Economics
Birchwood Elementary 1983 — 1989
The Marshall School
Mesirow Financial August 2014 - Present
JMB Insurance October 2013 - August 2014
Center for Changing Lives April 2010 - August 2013
Institute of Food Technologists August 2008 - April 2010
DJS Consulting LLC July 2006 - June 2007
Children's Vision Int Inc January 2001 - May 2006
Skills
Social Justice, Fundraising, Capacity Building, Grant Writing, Advocacy, Community Organizing, Grassroots Organizing, Community Outreach, Community Development, Grants, Asset Development, Volunteer Management, Newsletters, Non-profits, Social Networking, Social Services, Event Planning, Program Development, Non-profit..., Youth Development, Asset, Policy Analysis, Political Campaigns, Politics, Policy, Nonprofits, Event Management, Philanthropy, Board Development, PowerPoint, Annual Giving, Research, Public Speaking, Strategic Communications, Proposal Writing, Public Policy, Stewardship, International Relations, Community Engagement, Case Management, Leadership Development, Coalitions, Fundraisers, Editing, Workshop Facilitation
Education
Loyola University Chicago 2010 — 2012
Master of Arts, Social Justice, Community Development
Indiana University January 2014 - Present
Assurance June 2015 - July 2015
Mesirow Financial June 2014 - August 2014
Cavanagh Law Group June 2012 - August 2012
Rolling Green Country Club March 2008 - August 2011
Skills
Time Management, Organizational..., Finance, Communication, Microsoft Excel, Data Analysis, Financial Reporting, Teamwork, Networking, PowerPoint, Leadership, Team Leadership, Microsoft Word, Microsoft Office, Public Speaking, Customer Service, Social Media
Education
Indiana University Bloomington 2012 — 2016
Bachelor's degree, Finance and Technology Management
Indiana University Bloomington
Blue Cross Blue Shield of Illinois. A Division of Health Care Service Corporation August 2002 - Present
Mesirow Financial October 1999 - August 2002
Skills
Healthcare Industry, Employee Benefits, Account Management, Group Insurance, Marketing, Sales, Contract Negotiation, Benefits Administration, Strategic Planning, Financial Analysis, Benefits Management, Benefits Design, Health Insurance, Ancillary Benefits, Dental Insurance, HMO, PPO, Health Care Reform, Health Savings Accounts, Self-funded, Stop Loss, Medicare
Education
Lake Forest Graduate School of Management
Leadership MBA Program
University of Illinois at Chicago
Bachelor of Arts (BA), Psychology and Pre-Med Program
Gun Holsters Unlimited September 2010 - Present
Rouse Organization, LLC July 2010 - Present
Assured Neace Lukens February 2008 - March 2010
Mesirow Financial October 2004 - January 2008
Palmer & Cay October 2003 - October 2004
Near North National Group March 2001 - October 2003
Skills
Social Media Marketing, Search Engine Marketing, Internet Marketing..., Search Engine..., Google Ad Words, Google Analytics, Keyword Research, Google Pay-Per-Click..., Website Usability..., Article & Blog Creation..., Video Production and..., Business Branding, Shopping Cart Services, Email Marketing..., Facebook Marketing, Press Releases, Adobe Photoshop, Photoscape, Adobe Premier, Magento Ecommerce..., Web Hosting and Domain..., Newsletter Creation and..., Social Network Setup..., Web Traffic Analytics..., Project..., Web Hosting, Marketing, SEO, Google Adwords, Usability, SEM, Start-ups, Strategy, PPC, Blogging, Sales, Entrepreneurship, Management, Leadership, Online Marketing, New Business Development, Marketing Strategy, Strategic Planning, Social Media, Team Building
Education
Loyola University of Chicago 1998 — 2002
Bachelor of Business Administration with degrees in, Marketing and Management
St. Xavier High School, Louisville, KY 1994 — 1998
English, Business
Kauffman FastTrac Program
Entrepreneurship/Entrepreneurial Studies
Hartford School of Insurance
Property & Casualty Insurance
Kelley Outfitters August 2013 - Present
Mesirow Financial June 2015 - August 2015
Lilian J. Lutz Aquatic Center May 2013 - August 2014
DECA September 2009 - May 2013
Diskover.fm December 2011 - September 2012
Skills
Financial Analysis, Information Systems, Programming, Microsoft Excel, Data Analysis, Public Speaking, Team Leadership, Social Networking, Time Management
Education
Indiana University Bloomington 2013 — 2017
Majors: Business Analytics and Finance, Minor: Mathematics, Informatics, Sophomore
Highland Park Highschol 2009 — 2013
Moss Adams Capital LLC July 2015 - Present
Moss Adams Capital LLC July 2014 - June 2015
Mesirow Financial October 2012 - May 2014
Mesirow Financial January 2010 - September 2012
Northern Trust September 2009 - January 2010
PepsiCo March 2009 - September 2009
Brown Gibbons Lang & Company June 2008 - October 2008
Motorola Mobile Devices May 2007 - August 2007
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis
Education
Indiana University - Kelley School of Business 2004 — 2008
Bachelor of Science (B.S.), Finance and International Business
Mesirow Financial June 2015 - Present
Gaines Investment Trust December 2013 - October 2014
FTD June 2013 - November 2013
American Marketing Association March 2012 - May 2013
Chicago Slaughter May 2012 - August 2012
Pheasant Run Resort May 2011 - August 2012
Skills
Marketing Communications, Marketing Strategy, Market Research, Project Management, Sales Process, Leadership, Motivation, Dedicated Professional, Listener, Fast Learner, Coachable, Reliability, Highly responsible, Teamwork, Customer Service, Creativity, Friendliness, Microsoft Office, Advertising, Time Management
Education
Illinois State University 2009 — 2013
Bachelor of Science (BS), Marketing, 3.22 / 4.00
Docupace Technologies October 2014 - 2015
Broadridge January 2012 - August 2013
EISI 2010 - 2011
Mesirow Financial 2006 - 2010
Ibbotson Associates 2003 - 2006
Associated Press 2001 - 2003
Bridge Information Systems 1989 - 2001
US Army January 1986 - December 1990
Skills
Financial Services, Relationship Management, Business Development, New Business Development, Investments, Capital Markets, Securities, Mutual Funds, Start-ups, Equities, Retirement, Retirement Plan..., Sales, Salesforce.com, Strategic Planning, BPO, Outsourcing, Contract Negotiation, Direct Sales, Fixed Income, Solution Selling, Investment Strategies, Asset Management, Market Data, Miller Heiman Sales..., 401k, Technology
Education
Longview Community College 1988 — 1991
OMNI Practice Group March 2014 - Present
The Gottesman Company 2013 - Present
The Whole Mind Group April 2005 - Present
The Pacific Exchange ( NYSE Euronext) April 1990 - April 2005
Mesirow Financial May 1983 - April 1990
Skills
Options, Volatility Arbitrage, Equities, Electronic Trading, Trading, Market Making, Trading Systems, Equity Derivatives, Derivatives, Financial Risk, Proprietary Trading, Arbitrage, Hedging, Bloomberg, Trading Strategies, Portfolio Management, Market Data, Asset Management, Options Strategies, ETFs, Investments, Capital Markets, Series 7, Risk Management, Hedge Funds, Financial Markets, Equity Trading, Commodity, Financial Services, FX Options, Mutual Funds, Alternative Investments, Investment Banking, Technical Analysis, Securities, Series 63, Finance, FINRA, Volatility, Fixed Income, Investment Strategies, Asset Allocation, Market Risk, Mergers & Acquisitions, Valuation, Structured Products
Education
Loyola University Chicago
Northern Illinois University
Schwartz Insurance Agrency August 2011 - Present
APONC 2010 - 2013
Chicago Insurance School and Schwartz Brother 2007 - 2013
The Plexus Groupe June 2010 - October 2010
Lambent Risk Management Services, Inc. June 2006 - June 2010
Mesirow Financial August 2003 - June 2006
Near North Insurance Brokerage January 1992 - August 2003
Itel Rail/Pullman Standard/Leasing September 1974 - October 1992
Libby March 1973 - September 1974
Education
Moraine Community CollegePalos 1979 — 1985
Business
Lewis University
Moser Business School
Mesirow Financial September 2015 - Present
Deerfield Park District December 2013 - September 2015
The Village of Carpentersville August 2014 - April 2015
The Village of Deerfield July 2014 - April 2015
Federal Deposit Insurance Corporation (Within the Division of Risk Management and Supervision) June 2014 - August 2014
Indiana University-Bloomington January 2011 - December 2011
Department of Navy Naval Facilities Engineering Command (NAVFAC) Midwest May 2011 - July 2011
State Senator Susan Garrett May 2010 - July 2010
Skills
Statistics, Analysis, Program Evaluation, SAS, Time Management, Policy, Finance, Research, Capital Budgeting, Benefit Cost Analysis, Consensus Building, Arbitration, Alternative Dispute..., Practices, Debt Management, Municipal Bonds, General Obligation Debt, Revenue Bonds, Credit Rating, Strategic Planning, Strategic Financial..., Debt Planning, Capital Improvements..., Bond Issuances, Public Sector Financial..., Public Management, Public Capital..., Policy Development and..., Business Case Production, ERP Implementations, Quantitative Research, Qualitative Research, Leadership, Management, Superior Work Ethic, Methodical, Positive Personality, Assertiveness, Persistence, Courageous, Patience, Intelligent, Innovative, Team Problem Solving, Pay Close Attention to..., Highly resourceful, Work Independently with..., Clear and concise writer, Analytic Problem Solving, Policy Analysis
Education
Deerfield High School
Indiana University Bloomington
Bachelor of Science in Public Affairs (BSPA), Policy Analysis
Indiana University-Bloomington
Public Affairs
University of Illinois at Chicago
Master of Public Administration (MPA), Public Affairs
ESPN 2015 - Present
The Walt Disney Company 2014 - 2015
LetMeHearYa 2010 - 2014
A.T. Kearney 2004 - 2010
Brightphone 2008 - 2008
DARTdevices 2007 - 2007
Mesirow Financial 2002 - 2004
Northern Trust 2001 - 2002
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA
Indiana University Bloomington 1997 — 2001
BS
Cathedral High School 1994 — 1997
Ricoh Americas Corporation August 2015 - Present
Mesirow Financial June 2014 - August 2015
The Parking Spot November 2010 - June 2014
Loyola University Chicago Literacy Center September 2009 - June 2011
hbg health inc April 2010 - November 2010
Salon1800 July 2008 - August 2010
Situ8 September 2009 - December 2009
Hollister Co. August 2007 - August 2008
Loyola University Chicago Phonathon August 2006 - January 2007
Skills
Social Media Marketing, Market Research, PowerPoint, Facebook, Advertising, Social Media, Research, Customer Service, Microsoft Office, Customer Satisfaction, Microsoft Excel, Sales, Training, Marketing, Leadership, Analysis, Public Speaking, Salesforce.com, Management
Education
Loyola University Chicago 2006 — 2010
Bachelors of Science, Psychology; Marketing, English
Loyola University Chicago
Lockton Companies January 2014 - Present
Army National Guard October 2012 - Present
Braman Insurance Services May 2011 - December 2013
The Horton Group September 2006 - April 2011
Mesirow Financial August 2001 - June 2006
Matsock Insurance Agency January 1999 - August 2001
American Community Mutual Insurance Company January 1998 - December 1998
Skills
Insurance, Analysis, Leadership, Financial Analysis, Marketing Strategy, Microsoft Office, Sales Management, Forecasting, Defined Contribution, Program Management, Vision Insurance, Health Savings Accounts, Healthcare, Data Analysis, Marketing, Health Insurance, Risk Management, Property & Casualty..., Disability Insurance, Dental Insurance, Budget, Analytics, Contribution Strategies, Life and Disability..., Budgets, Team Building, Strategic Planning, Customer Service
Education
Olympia College 2005 — 2006
Medical Assistant
Westwood College of Technology 2001 — 2003
Graphic Design
Indiana University-Northwest
Bachelor of Applied Science (BASc)
C. J. Thomas Company, Inc. April 2015 - Present
Jefferies LLC March 2014 - March 2015
Mesirow Financial August 2011 - March 2014
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelors of Science, Business Economics & Public Policy
Chaminade College Preparatory School 2000 — 2006
Legacy Marketing Partners September 2014 - Present
Legacy Marketing Partners May 2014 - August 2014
Mesirow Financial June 2012 - August 2013
Mesirow Financial May 2012 - June 2012
Bakers Footwear Group March 2009 - August 2011
Skills
Event Planning, Marketing, Customer Service, Social Media, Microsoft Excel, Spanish, InDesign, Photoshop, Community Outreach, Sales, PowerPoint, Microsoft Office, Microsoft Word, Research, Advertising, Twitter, ExactTarget, Dreamweaver, Corporate Events, Community Service, Volunteering, Non-profit Volunteer, Greek Life, Property & Casualty..., Customer Satisfaction, Leadership, Public Speaking
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Arts (B.A.), Communication and Culture, Business-Marketing, Senior
Universitat Autònoma de Barcelona 2012 — 2013
Terlato Wines International July 2014 - Present
Trinity College Dublin September 2012 - July 2014
Mesirow Financial April 2011 - August 2012
Mesirow Financial August 2009 - April 2011
Mesirow Financial April 2008 - August 2009
Mesirow Financial August 2006 - April 2008
City Club of Chicago 2001 - 2006
Skills
Business Development, Entrepreneurship, Data Analysis, Disability Insurance, Leadership, Quantitative Analytics, Corporate Finance, Marketing Strategy, Strategy, Training, Personnel Management, Health Savings Accounts, Financial Reporting, Insurance, Brokers, Sales, Program Management, Business Planning, Valuation, Business Valuation, Company Valuation, Employee Benefits, Health Insurance, Account Management, Life Insurance, Public Speaking, Finance, Financial Analysis, DCF Valuation
Education
Trinity College, Dublin 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Loyola University of Chicago 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Societe Generale Corporate and Investment Banking - SGCIB September 2015 - Present
Achievement Asset Management LLC October 2014 - September 2015
PEAK6 Investments August 2012 - October 2014
JACKSON CAPITAL MANAGEMENT January 2007 - August 2012
Mesirow Financial May 2006 - September 2006
Chicago Board of Trade May 2005 - September 2005
Skills
Alternative Investments, Investments, Trading, Mutual Funds, Equities, Hedge Funds, Management, Risk Management
Education
Loyola University Chicago Graduate School Business
Masters of Business Administration, Finance
Illinois Wesleyan University
Bachelor of Arts Business Administration, Finance
A Third View Medical, LLC November 2011 - Present
Smart Decision Services, Inc 2009 - Present
Institute of Management Consultants USA May 2013 - Present
Institute of Management Consultants 2012 - Present
Smart Decision Services, Inc. 2009 - Present
CORE Insight Story April 2009 - Present
MIT Enterprise Forum Chicago July 2009 - July 2010
Mesirow Financial 2003 - 2009
Dann Insurance May 2003 - October 2006
Skills
Opportunity Analytics, Resource Development, Connector, Strategic Partnership..., Strategy Development, Team Building, Strategic Planning, Analytics, Strategic Consulting, Mergers, Business Development, Product Development, New Business..., Business Planning, Strategy, CRM, Mentoring, Connectors, Risk Assessment, Leadership, Business Relationship..., Creative Solutions, Risk Management, Association Management, New Business Development, Financial Advisory, Partnerships, Lifelong Learning, Employee Benefits, Event Management, Analysis, Executive Management, Valuation, Business, Insurance, Strategic Partnerships, Start-ups, Entrepreneurship, Social Networking, Event Planning, Business Analytics, Contract Negotiation, Venture Capital, Acquisition Integration, Visionary Thinking, Investments, Management, Corporate Development, Business Modeling, Mergers & Acquisitions
Education
Loras College 1963 — 1967
BS, Chemistry
University of North Carolina at Chapel Hill 1967 — 1969
Physical Organic Chemistry
Mesirow Financial August 2014 - Present
JP Morgan May 2007 - August 2014
J.P. Morgan May 2007 - December 2013
Ajilon Consulting August 2004 - May 2007
Syntel 2001 - 2004
CSC 1998 - 2001
Skills
Options, Derivatives, SDLC, Investment Banking, Equity Derivatives, Requirements Analysis, Equities, Business Analysis, Trading Systems, Electronic Trading, FX Options, Requirements Gathering, Capital Markets, Unix, Sungard GMI, Software Project..., IT Strategy, PMO, Data Analysis, Matlab, R, Eviews, Python
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Econometrics and Statistics, Economics, Finance, Analytic Finance
Indian Institute of Technology, Roorkee 1994 — 1998
BE, CIVIL
BIT Sindri 1993 — 1994
None, Mechanical
St. Xavier's College 1991 — 1993
ISC, Maths, Physics, Chemistry
St. Thomas School Ranchi 1984 — 1991
High School
Mesirow Financial 1986 - Present
Pivot 3 2013 - 2014
Education
University of Wisconsin-Madison - School of Business 1978 — 1980
MBA
Lawrence University 1970 — 1974
BA
Assurance February 2014 - Present
Assurance Agency May 2011 - Present
VistaNational Insurance Group, Inc. November 2007 - April 2011
Mesirow Financial November 2003 - April 2007
News America Marketing June 2002 - November 2003
News America Marketing April 2000 - June 2002
Skills
Employee Benefits, Insurance, Account Management, Benefits Administration, Customer Service, Marketing, Project Management
Education
Marquette University 1994 — 1998
B.A., Communications
Mesirow Financial April 2015 - Present
Mesirow Financial July 2014 - April 2015
Morgan Stanley January 2010 - June 2014
Morgan Stanley September 2006 - January 2010
Morgan Stanley March 2002 - September 2006
Skills
Series 7, Series 63, Bloomberg, Capital Markets, Fixed Income, Funding, Tender Option Bonds, Municipal
Education
Loyola College in Maryland 1997 — 2001
Bachelor of Business Administration (BBA), Finance
Manhasset High School
Mesirow Financial October 2014 - Present
KPMG October 2011 - October 2014
Kappa Alpha Theta January 2010 - January 2011
KPMG June 2010 - August 2010
Geltrude & Company 2008 - 2009
Skills
Accounting, Auditing, Internal Controls, Financial Reporting, Financial Accounting, External Audit, US GAAP, CPA, Financial Analysis, Financial Statements, Financial Modeling, Microsoft Excel, Corporate Finance, Accounts Payable, Valuation, Microsoft Word, GAAP, Sarbanes-Oxley Act, Corporate Tax, PowerPoint, Leadership
Education
Lehigh University - College of Business and Economics 2007 — 2011
BS, Accounting
Montclair High School 2003 — 2007
Avant January 2015 - Present
Avant February 2014 - Present
Groupon July 2013 - February 2014
Groupon April 2013 - July 2013
Groupon November 2010 - April 2013
Bonobos October 2009 - November 2010
Robert W. Baird June 2008 - May 2009
Robert W. Baird January 2007 - June 2008
Mesirow Financial June 2005 - December 2006
Skills
Financial Modeling, Private Equity, Financial Analysis, Valuation, Mergers, Corporate Finance, Venture Capital, Investment Banking, Due Diligence, Corporate Development, Investments, Capital Markets, Business Strategy, Start-ups, Equities, E-commerce, M, Entrepreneurship, Business Development, Marketing Strategy, Sales, Competitive Analysis, Strategy
Education
Indiana University - Kelley School of Business 2000 — 2004
B.S., Finance, Accounting
Mesirow Financial August 2012 - Present
Mesirow Financial October 2009 - July 2012
Mesirow Financial August 2006 - September 2009
LaSalle Bank June 2005 - August 2005
Skills
Financial Modeling, Valuation, Mergers, Financial Analysis, Investment Banking, Mergers & Acquisitions, Due Diligence, Private Equity, Collaboration, Equities, Internal Controls, Bloomberg, Asset Management, Capital Markets, Corporate Finance, Investments
Education
Northwestern University - Kellogg School of Management 2010 — 2013
Master of Business Administration (MBA), Finance, Strategy & Organization and Marketing
Indiana University - Kelley School of Business 2002 — 2006
Bachelor's Degree, Business Administration (Finance) and Psychology
Mesirow Financial April 2010 - Present
Mesirow Financial April 2008 - March 2010
Mesirow Financial January 2007 - March 2008
Skills
ARM, AIS, AINS, Sagitta, PaperWise, Insurance, Outlook, Invoicing, Accounts Receivable, Quantitative Research, Finance, Data Analysis, Time Management, Analysis, Data Entry, Customer Service, Property & Casualty..., Risk Management, Commercial Insurance, Strategic Planning
Education
DePauw University, Greencastle, IN 2001 — 2004
Bachelor of Arts (BA), Sociology
Indiana University Bloomington 2000 — 2001
Sociology
Lind Innovation May 2012 - Present
Hallmark Data Systems March 2015 - August 2015
Guggenheim Partners June 2014 - December 2014
ABN AMRO Clearing Chicago LLC March 2014 - May 2014
Komico LLC May 2013 - June 2013
Thales Trading Solutions November 2012 - May 2013
Mesirow Financial February 2013 - April 2013
AlphaMetrix, LLC December 2011 - May 2012
Lind Innovation April 2008 - May 2012
Neuberger Berman February 2011 - October 2011
Skills
.NET, UML, WPF, C#, ASP.NET, SQL Server, Databases, WCF, Microsoft SQL Server, Agile Methodologies, SOA, XML, Web Services, Visual Studio, LINQ, AJAX, Web Applications, Entity Framework, Integration, Software Design, ASP.NET MVC, Web Development
Education
Marquette University 2000 — 2003
Electrical and Computer Engineering, Political Science
Marquette University High School 1998 — 2001
Feeding America October 2014 - Present
JP Morgan Chase July 2013 - October 2014
Mesirow Financial September 2007 - July 2013
Mesirow Financial September 2007 - June 2011
Mesirow Financial September 2007 - January 2011
American Medical Association July 2000 - September 2007
Systems Design Inc. 1986 - 1989
Skills
Analysis, Project Management, SQL, Business Analysis, Access, Process Improvement, Visio, Software Development, Requirements Analysis, Databases, SDLC, Business Intelligence, Software Documentation, Agile Methodologies, Microsoft SQL Server, Data Analysis, Management, Project Planning, MS Project, Quality Assurance, Leadership, System Administration, Data Warehousing, Requirements Gathering, SharePoint, Oracle, Vendor Management, JavaScript, Unix, Software Project..., IT Strategy, Change Management, Integration, IT Management, ERP, Business Process..., Business Process, ITIL, XML, Budgets, Program Management, Crystal Reports, Database Design, Finance, User Acceptance Testing, Risk Management, Information Technology, Software Implementation, Data Migration, Financial Services
Education
Keller Graduate School of Management of DeVry University 2000 — 2003
Master, Management Information Systems, General
CNA Insurance June 2015 - Present
Maap Services September 2010 - Present
Mesirow Financial July 2012 - June 2015
Symphono, LLC 2010 - 2012
Boston Options Exchange 2008 - March 2010
CNA 2007 - 2008
Bank of America 2005 - 2007
Cap Gemini Ernst & Young 1997 - 2005
Ernst & Young 1997 - 2000
Skills
Quality Assurance, Planning, Software Quality..., Performance Testing, Agile, User Acceptance Testing, SDLC, Testing, Business Analysis, Process Development, Process Improvement, Requirements Analysis, Test Automation, Automation, Test Planning, Software Project..., Test Management, System Testing, CMMI, Compliance, Quality Management, Vendor Management, Integration Testing, Customer Relations, Program Management, Release Management, Agile Methodologies, Project Planning, Agile Project Management, Customer Service, Requirements Gathering
Education
Indiana University-Northwest 1998 — 2000
MBA, Business Administration
Purdue University - Krannert School of Management 1987 — 1991
BS, Industrial Management
CNO Inc/ Bankers Life and Casualty Company June 2010 - March 2015
Gentry Partners, LTD May 2009 - July 2010
Allstate Financial August 2007 - April 2009
AAA Life Insurance Company April 2005 - May 2007
North American Company for Life and Health Insurance February 1990 - March 2005
Mesirow Financial September 1987 - February 1990
Skills
Leadership, Training, General Insurance, Fixed Annuities, Legal Writing, Insurance Law, Project Management, Life Insurance, Health Insurance, Policy, Analysis, Microsoft Word, Team Building, Insurance, Contract Negotiation, Licensing, Underwriting, Negotiation, Legal Compliance, Access, Process Improvement, Customer Service, Liability, Team Leadership, Business Analysis, Financial Services, Strategic Planning, Management, Sales, Outlook, Lotus Notes, Teamwork, Microsoft Excel, Disability Insurance, Risk Management, Term Life Insurance, Claim, Microsoft Office, Vendor Management, Public Speaking, Marketing, Change Management, Problem Solving
Education
Moraine Valley Community College 1999 — 2002
Early Childhood Education and Teaching, 3.9
Lewis University 1984 — 1987
Psychology
Gallagher Benefit Services, Inc. July 2003 - Present
Near North Insurance Brokerage 2000 - 2003
Mesirow Financial 1996 - 2000
Skills
Health Insurance, Insurance, Health Savings Accounts, Brokers, COBRA, Underwriting, Employee Benefits, Workers Compensation, Strategic Planning
Education
Indiana University Bloomington 1990 — 1994
Mesirow Financial June 2012 - Present
Mesirow Financial October 2007 - December 2012
ABN Amro June 2006 - October 2007
Chase Insurance October 2004 - June 2006
First Penn-Pacific/Lincoln Financial 1991 - 2003
Skills
Access, PowerPoint, Variance Analysis, SAP, Crystal Reports, Business Objects, Essbase, Excel, Budgeting, Niku/Clarity, Lawson Ledger, Thompson Reuters Beta, Hyperion Planning
Education
Lewis University 1991 — 1999
MBA, Finance and Human Resources
Wartburg College 1986 — 1990
Bachelor of Arts (BA), Business Administration (Mangement & Finance)
Whitehall High School 1982 — 1986
SP Plus Corporation (SP+) June 2013 - Present
Standard Parking Corporation May 2008 - June 2013
Standard Parking Corporation July 2007 - May 2008
Standard Parking Corporation May 2006 - July 2007
Mesirow Financial April 2006 - May 2006
Mesirow Financial April 2005 - April 2006
Mesirow Financial July 2004 - April 2005
Mesirow Financial August 2003 - July 2004
Near North Insurance Brokerage April 2003 - August 2003
Near North Insurance Brokerage September 2002 - April 2003
Skills
Risk Management, Customer Service, Insurance, Budgets, Financial Analysis, Contract Negotiation, Leadership, Team Building, Operations Management, Financial Risk, Process Improvement, Strategic Planning, Workers Compensation, Executive Management, Forecasting
Education
Alliance Française de Chicago 2011 — 2016
Linfield College 1997 — 2001
Bachelor of Arts, Political Science & Mass Communication
Sheridan High School 1992 — 1997
Mesirow Financial August 2001 - September 2014
JPMorgan Chase May 1999 - August 2001
A.T. Kearney June 1997 - May 1999
Everfresh and LaCroix Brands April 1996 - June 1997
Skills
Marketing Communications, Internal & External..., Marketing Strategy, Marketing Management, Business Development, Collateral Materials..., Event Management, Project Management, Proposal Management, RFP Generation, RFP Design, Time Management, Deadline Oriented, Proposal Writing, Proposal Production, Presentation Development, Presentation Design, Information Graphics, Microsoft Office, PowerPoint, Strategy, Marketing, Management, Advertising, Newsletters, Analysis, Customer Service, Strategic Planning, Leadership, Sales
Education
Western Illinois University
BA
International Academy of Design and Technology-Chicago
Mesirow Financial August 2005 - Present
Northwestern Memorial Home Health Care August 2000 - August 2005
Currie-Hall Investment Co. September 1993 - March 2001
Skills
Financial Services, Investment Management, Asset Managment, Portfolio Management, Asset Management, Mutual Funds, Due Diligence, Alternative Investments, Equities, Fixed Income, Insurance, Financial Modeling, Securities, Investments, Hedge Funds, Valuation, Asset Allocation, Capital Markets, Bloomberg, Risk Management, Management, Wealth Management
Education
Kent State University 1994 — 1999
BA, Finance and Management
William Blair & Company December 2011 - Present
Mesirow Financial July 2005 - January 2012
Farmhouse Equity Research October 2004 - July 2005
IMG May 2003 - August 2003
Skills
Business Valuation, Capital Markets, Consulting, Due Diligence, Equities, Financial Modeling, Investment Banking, Mergers, Restructuring, Valuation, Private Equity, Corporate Finance
Education
Loyola University Chicago School of Law 2002 — 2005
JD/MBA
Quinlan School of Business, Loyola University Chicago 2002 — 2005
JD/MBA, Finance
University of Notre Dame 1997 — 2001
Bachelor of Arts, History
FDH Velocitel August 2015 - Present
Essendant April 2015 - August 2015
Essendant April 2012 - April 2015
Essendant August 2010 - April 2012
Siemens Healthcare Diagnostics 2006 - 2010
Dade Behring 2004 - 2006
Mesirow Financial 2001 - 2004
Tribune Company May 2001 - November 2001
march FIRST September 2000 - April 2001
Ernst & Young LLP 1998 - 2000
Skills
Financial Modeling, Financial Reporting, Process Improvement, Forecasting, Financial Analysis, Sarbanes-Oxley Act, Mergers & Acquisitions, Internal Controls, Strategic Financial..., Auditing, Strategic Planning, Project Planning, Managerial Finance, Hyperion Enterprise, SAP, Accounting, Management, Finance, US GAAP, Analysis, Variance Analysis, SEC filings, Financial Planning
Education
Indiana University - Kelley School of Business 1994 — 1998
BS, Accounting and Finance
Indiana University Bloomington 1994 — 1998
BS, Accounting
Buffalo Grove High School 1990 — 1994
The Ayco Company, L.P. A Goldman Sachs Company December 2002 - Present
The Ayco Company, L.P. 2002 - Present
Mesirow Financial November 2000 - September 2002
Skills
Strategic Financial..., Series 7, Management, Investments, Financial Analysis, Wealth Management, Securities, Asset Allocation, Mutual Funds, Estate Planning, Equities, Alternative Investments, Retirement Planning, Fixed Income, Hedge Funds, Financial Modeling, Insurance, Series 63
Education
William Paterson University of New Jersey 2004 — 2006
MBA, Business Management
Indiana University Bloomington 1995 — 1999
Bachelor of Science (BS), Finance, General
Mesirow Financial February 2014 - Present
Zurich Scudder Investments 1999 - 2002
Allstate Insurance 1997 - 1998
Skills
Leadership, Business Analysis, Training, Windows Server, Microsoft Excel, Customer Service, Disaster Recovery, Strategic Planning
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
Master of Business Administration (M.B.A.), System, Networking, and LAN/WAN Management/Manager
Devry University 1992 — 1996
Mesirow Financial May 2010 - Present
AgraShares LLC January 2008 - May 2010
Skyline Asset Management, L.P. September 1995 - December 2007
Skills
Marketing, Sales, Client Seriving, Asset Management, Investments, Mutual Funds, Portfolio Management, Alternative Investments, Agriculture, Asset Allocation, CRM, Equities, Series 7, Series 24, Series 65
Education
Loyola University of Chicago 1968 — 1972
B.S., Sociology
Invesco Ltd. June 2010 - Present
Van Kampen Investments June 2005 - June 2010
Mesirow Financial February 2004 - June 2005
Merrill Lynch Investment Managers 2002 - 2004
Merrill Lynch Investment Managers 1999 - 2002
Merrill Lynch 1997 - 1999
Education
Illinois Wesleyan University 1993 — 1997
BA, Finance / Risk Management
Deerfield High School 1989 — 1993
High School, High School
Magenic March 2014 - Present
Mesirow Financial June 2013 - March 2014
Sogeti January 2013 - December 2013
Insurance Auto Auctions September 2010 - October 2013
Sogeti January 2012 - December 2012
Sogeti January 2011 - December 2011
Sogeti January 2009 - December 2010
Mercer March 2007 - September 2010
Sogeti February 2008 - December 2008
Sogeti March 2007 - February 2008
Skills
Solution Architecture, Enterprise Architecture, SOA, SharePoint, Agile Methodologies, Microsoft SQL Server, .NET, ASP.NET, SDLC, C#, TFS, Requirements Analysis, Web Services, Application Architecture, Business Intelligence, Business Analysis, Microsoft Technologies, Software Development, Software Project..., SSIS, Integration, Database Design, Architecture, VB.NET, T-SQL, Enterprise Software, WCF, SQL, Scrum, Visual Studio, Pre-sales, SSRS, XML, WinForms, Agile Project Management, IIS, Architectures, ASP.NET MVC, MVC, ASP.NET AJAX, Consulting, IT Strategy
Education
University of Iowa 2001 — 2003
Bachelor of Arts (B.A.), Computer Science
Kirkwood Community College 1999 — 2001
Associates Degree
Charles Schwab January 2009 - Present
Mesirow Financial September 2002 - December 2008
Education
Indiana University
Mesirow Financial November 2014 - Present
Baker Tilly July 2014 - November 2014
Hunter Hollis October 2013 - February 2014
Accounting Principals June 2013 - September 2013
MF Global December 2008 - November 2011
UBS SECURITIES LLC 1992 - May 2008
ABN AMRO 2000 - 2006
ABN AMRO WCS 1994 - 1999
The Chicago Corporation 1992 - 1994
Skills
Financial Analysis, Financial Accounting, General Ledger, GAAP, IFRS, Accounts Payable, Accounts Receivable, Balance Sheet, Income Statement, Regulatory Requirements, GMI, Microsoft Excel, Access, Oracle, Oracle SQL Developer, Outlook, Lotus Notes, Business Intelligence, Vision, Hyperion Enterprise, Dunn & Bradstreet, Essbase, QuickBooks, SharePoint, Bloomberg, Reuters, Foreign Exchange, Variance Analysis, Cash Management, Financial Statements, Client Relations Skills, Brokerage, Auditing, Account Reconciliation, Bank Reconciliation, Securities, Global Services, Customer Service, Revenue Recognition, Sun, Sunguard, Recon Plus, PowerPoint, Internal Controls, Letters of Credit, Reporting & Analysis, Procedure Manuals, Accruals, Accounting, Analysis
Education
Lewis University 2005 — 2007
MBA, Finance
Lewis University 1999 — 2001
Bachelors of Business Administration, Accounting
Aurora Investment Management L.L.C. July 2014 - Present
Aurora Investment Management LLC June 2011 - July 2014
Aurora Investment Management L.L.C. December 2009 - June 2011
Mesirow Financial July 2009 - September 2009
Challenger, Gray & Christmas, Inc. March 2009 - May 2009
KN Gallery February 2007 - August 2008
Agie Charmilles March 2004 - February 2007
Skills
Marketing, Marketing Communications, Strategic Planning, Social Media, Project Management, Business Strategy, Sales
Education
Marquette University 1999 — 2003
Bachelors in Business Administration, Finance and Marketing
USI Midwest June 2011 - Present
Mesirow Financial April 2009 - June 2011
Skills
Property & Casualty..., Casualty, Brokers, Professional Liability, Commercial Insurance, Underwriting, Workers Compensation, Legal Liability, D&O, Liability, Insurance, Commercial Lines, Employment Practices..., Risk Management, Negotiation, Program Management, Captives, Casualty Insurance, Claim, Claims Management, Directors, General Insurance, Leadership, Reinsurance, Umbrella Insurance
Education
Keller Graduate School of Management of DeVry University
MBA
Loyola University Chicago
BA, Organizational Communications
David A. Noyes & Co. January 2015 - Present
Mesirow Financial February 2013 - August 2014
Advanced Equities, Inc. March 2009 - February 2013
Advanced Equities, Inc. August 2008 - March 2009
Advanced Equities, Inc./First Allied Securities, Inc. December 2006 - August 2008
Advanced Equities, Inc./First Allied Securities, Inc. March 2006 - August 2008
Citicorp Investment Services March 2003 - February 2006
Wayne Hummer Investments June 2002 - February 2003
PMC Mortgage Corp. October 2001 - February 2002
Deutsche Banc Alex. Brown LLC September 1998 - September 2001
Skills
Series 24, Series 7, Series 65, Series 63, Series 3 (expired), Health & Life Insurance..., Microsoft Excel, Access, Salesforce.com..., Microsoft Word, Bloomberg, SunGard Investran, Morningstar
Education
Marquette University 1992 — 1996
Bachelor of Science (B.S.), Finance
Morgan Stanley June 2013 - Present
Mesirow Financial December 2010 - May 2012
UBS December 2009 - December 2010
Ernst & Young (Transaction Advisory Services) January 2007 - May 2009
BISYS Fund Services July 2004 - December 2006
Skills
Appraisals, Valuation Modeling, Financial Modeling, Capital Equipment, Report Writing, Visual Basic, ASA, LEED Accredited, Accounting, Hedge Funds, Analytics, Strategy, Portfolio Management, Valuation, Mergers & Acquisitions
Education
Lehigh University (Graduate School) 2003 — 2004
MS, Management Science
Lehigh University 1999 — 2003
BS, Industrial Engineering
Investment Banking February 2011 - Present
Mesirow Financial 2003 - 2008
Century Securities 1998 - 2003
Aegon Securities January 1994 - April 1998
Meridian Capital Markets 1992 - 1994
Dean Witter 1989 - 1992
Education
Louisiana State University 1965 — 1970
BS, Business
Mesirow Financial January 2005 - Present
Skills
Fund Of Funds, Alternative Investments, Hedge Funds, Financial Analysis, Fund Accounting
Education
Indiana University - Kelley School of Business 1996 — 1999
BS, Accounting
Sterne Agee January 2012 - Present
MF Global February 2009 - November 2011
Mesirow Financial January 2008 - December 2008
Bear Stearns 1994 - 2007
Skills
Fixed Income, Alternative Investments, Bonds, Capital Markets, Structured Products, Bloomberg, Series 7, Options, Securities, Financial Services, Derivatives, Trading, Series 63, Investments, Investment Banking, Structured Finance, Hedging, Credit Derivatives, ABS, MBS, Hedge Funds, CDO, Swaps, Financial Markets, Electronic Trading, CPA, Financial Accounting, Fund Accounting, Forensic Accounting, Residential Mortgages, Commercial Mortgages, Jumbo Mortgage, Reverse Mortgages, Mortgage Lending, Fixed Income Analysis, Sales Management
Education
Manchester College 1993 — 1994
Master, Master of Accountancy
Manchester College 1991 — 1993
BS, Accounting
Western Illinois University 1989 — 1990
Notre Dame HS
Notre Dame HS
Streightiff + Associates, Inc. January 2000 - Present
The American Institute of Architects 2000 - 2009
the poulton group 1994 - 1997
mesirow financial 1991 - 1994
Skills
Space-planning, Architectural Design, Sustainable Design, Submittals, Residential Design, Renovation, Residential Homes, Green Building, Construction, Construction Management, Interior Design, AutoCAD, Space Planning
Education
Iowa State University
Mesirow Financial 2015 - Present
Mesirow Financial 2012 - 2015
Mesirow Financial 2011 - 2012
UBS Investment Bank 2010 - 2011
Houlihan Lokey 2009 - 2010
Houlihan Lokey 2006 - 2009
Skills
Due Diligence, Capital Markets, Mergers & Acquisitions, Private Equity, Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Valuation, DCF, Finance, Business Valuation, LBO
Education
Indiana University - Kelley School of Business 2001 — 2006
Harley Davidson Financial Services November 2007 - Present
Mesirow Financial November 2005 - November 2007
Wright Consulting July 2003 - November 2005
Cargill Investor Services 1998 - 2003
Skills
Business Continuity, Business Continuity..., Disaster Recovery, ITIL, Business Intelligence, Project Management, Strategy, Management, Analysis, Risk Management, Vendor Management, Strategic Planning, SQL, Access, Enterprise Software, Testing, Recovery Plans, SDLC
Education
Keller Graduate School of Management of DeVry University 1998 — 2001
MBA, Information technology
Illinois State University 1978 — 1983
BOS, Political Science
Mesirow Financial July 2015 - Present
Mesirow Financial March 2012 - July 2015
Mesirow Financial March 2011 - March 2012
Milestone Resources LLC April 2010 - March 2011
UBS Global Asset Management August 2009 - April 2010
Man Investments May 2008 - April 2009
Calamos Investments 2005 - 2008
Calamos Investments 2001 - 2005
Calamos Investments 1999 - 2001
Northern Trust 1999 - 1999
Skills
Hedge Funds, Asset Managment, Alternative Investments, Mutual Funds, Investments, Operations Management, Financial Services, Series 7, CRM, Securities, Leadership, Department...
Education
Illinois State University 1989 — 1993
Bachelors of Science, Speech Pathology
Lincoln General Insurance Company January 2008 - Present
CommunityBanks April 2001 - November 2007
Merrill Lynch April 2000 - April 2001
Lawley Safety Services August 1998 - April 2000
General Accident February 1997 - August 1998
Mesirow Financial June 1995 - February 1997
Continental Insurance October 1985 - June 1995
Education
Lake Forest Graduate School of Management 1995 — 1998
MBA, Management
Millersville University of Pennsylvania 1966 — 1971
BA, Physics
Mesirow Financial July 2009 - Present
Perkins Coie LLP July 2006 - April 2009
Kirkland & Ellis LLP April 2004 - July 2006
Chapman and Cutler LLP September 2002 - April 2004
Education
Northwestern University School of Law 2000 — 2002
J.D.
Loyola University of Chicago 1994 — 1998
B.A., Political Science
Mesirow Financial November 2009 - Present
Skills
Disability Insurance, Employee Benefits, Insurance
Education
Illinois State University 2005 — 2009
Finance, Economics
Mesirow Financial September 2012 - Present
RBC Capital Markets January 2012 - June 2012
Oppenheimer & Co. December 2001 - November 2011
CIBC World Markets 2001 - 2007
Golub Capital August 1995 - March 2000
Skills
Administrative..., Microsoft Excel, Outlook, Office Management, Spreadsheets, Microsoft Office, Microsoft Word, Banking, Event Management, Access, Finance, Sales, Accounting, Customer Service, Event Planning, Telephone Skills, Administration, Expense Reports, Accounts Receivable, Team Building, Invoicing, Accounts Payable, Public Speaking, Office Administration, Marketing, Adobe Acrobat, Time Management, Visio, Data Entry, Financial Analysis, Travel Arrangements, Administrative..., Executive..., PowerPoint
Education
Long Island University, Southampton Campus 1987 — 1991
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Mesirow Financial April 2013 - Present
Mesirow Financial 2010 - March 2013
Collaborative Arts Institute of Chicago 2010 - January 2013
SGA Youth & Family Services 2010 - 2012
Smart Resources 2010 - 2011
Peddinghaus Corporation 2007 - 2009
Olivet Nazarene University 2006 - 2007
Skills
Microsoft Office, Research, Teaching, Editing, Technical Writing, Grant Writing, PowerPoint, Microsoft Word, Proofreading
Education
Loyola University Chicago 2005 — 2006
MA, English
Northwest Nazarene University 2000 — 2005
BA, Biology
Northwest Nazarene University 2000 — 2005
BA, English
Mesirow Financial ConsutlantMFSS2010 - 2013
The Pension Company 2001 - June 2010
Skills
Liability, Insurance
Education
John Carroll University
Mesirow Financial January 2011 - Present
Mesirow Financial January 1997 - January 2011
Stein and Company May 1993 - January 1997
Altschuler Melvoin & Glasser September 1989 - May 1993
Skills
Portfolio Management, Financial Modeling, Auditing, Investments, Finance, Management
Education
Illinois State University 1987 — 1989
Accounting and Business Administration
Illinois Valley Community College 1985 — 1987
Business Associates, Accounting and Finance
Standard Insurance Company January 2008 - Present
Mesirow Financial January 2006 - February 2008
The Hartford 2004 - 2008
Hartford Life December 2004 - January 2006
Education
Lindenwood University 2011 — 2012
Masters, Human Resource Management
Wharton School, University of Pennsylvania 2011 — 2011
Group Benefit Administrator, CEBS
Northern Illinois University
Bachelors Degree, Sociology
The Daniel and Henry Company May 2014 - Present
Viti Financial July 2012 - April 2014
Mesirow Financial February 2010 - July 2012
Principal Financial Group 2001 - 2008
E.B. Morris Associates 1994 - 2000
Skills
Insurance, Employee Benefits, Health Insurance, Customer Service, Performance Management, Account Management, Leadership, Strategic Planning, Life Insurance, Disability Insurance, Health Savings Accounts, Sales, Management, Risk Management, Term Life Insurance, 401k, Brokers, Benefits Administration
Education
Lewis University 1989 — 1991
Bachelors of Science, Accounting
Mt Assisi Academy 1982 — 1986
SIM Partners May 2014 - Present
Mesirow Financial September 2013 - May 2014
Liventus Inc. May 2013 - August 2013
Skills
MySQL, .NET, C#, SharePoint, SQL, Adobe Fireworks, QTP, JavaScript, ASP.NET, Silverlight, XML, Visual Basic, CSS, Microsoft SQL Server, PHP, Software Quality..., Agile & Waterfall..., Software Development..., Salesforce.com, C++, CSS3, HTML, Rally, C, Microsoft Office, Selenium Testing, Demandware, MVC Architecture, SPSS, TFS, Microsoft Visual Studio...
Education
Loyola University Chicago 2012 — 2014
Master's degree, Information Technology
Sardar Vallabhbhai Patel Institute of Technology (SVIT), India 2005 — 2009
Bachelors of Engineering, Information Technology
Mesirow Financial March 2015 - Present
Orland Township April 2014 - March 2015
Orland Township August 2013 - March 2015
Orland Township August 2013 - March 2015
Mesirow Financial 2012 - 2012
13th Ward Organization May 2011 - August 2011
Brongiel Plumbing Inc. June 2010 - August 2010
Pace Transportation June 2009 - August 2009
Skills
Microsoft Excel, Microsoft CRM, Advent, Thompson, Accounts Payable, Accounts Receivable, Customer Service, Sage 50, Peachtree, Account Reconciliation, Payroll, Project Management, Securities
Education
Illinois State University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Grosvenor Capital Management September 2015 - Present
NEPC September 2013 - August 2015
Student August 2009 - June 2013
Mesirow Financial June 2012 - August 2012
Wood Asset Management May 2012 - June 2012
Titanium Asset Management June 2011 - August 2011
Education
Indiana University Bloomington
Bachelor of Arts (B.A.), Economics & Political Science
Mesirow Financial August 2010 - Present
Education
Loras College
Marketing