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
Employee
Years
Job
Industry
Jason Cardella, CFA Jason Cardella, CFA's Mesirow Financial Experience June 2004 - August 2004
Job Associate at Capital One
Industry Financial Services
Experience
Capital One January 2014 - Present
BMO Capital Markets June 2013 - January 2014
BMO Capital Markets June 2012 - August 2012
Bank of America April 2010 - May 2012
Protiviti August 2005 - March 2010
ABN AMRO 2007 - 2009
ABN AMRO 2006 - 2007
Mesirow Financial June 2004 - August 2004
Mesirow Financial June 2003 - August 2003
Skills
Capital Markets, Derivatives, Financial Risk, Interest Rate...
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Analytical Finance, Finance, Entrepreneurship
University of Notre Dame 2001 — 2005
B.A., Finance, Political Science
Capital One January 2014 - Present
BMO Capital Markets June 2013 - January 2014
BMO Capital Markets June 2012 - August 2012
Bank of America April 2010 - May 2012
Protiviti August 2005 - March 2010
ABN AMRO 2007 - 2009
ABN AMRO 2006 - 2007
Mesirow Financial June 2004 - August 2004
Mesirow Financial June 2003 - August 2003
Skills
Capital Markets, Derivatives, Financial Risk, Interest Rate...
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Analytical Finance, Finance, Entrepreneurship
University of Notre Dame 2001 — 2005
B.A., Finance, Political Science
Michael Caligiuri Jr. Michael Caligiuri Jr.'s Mesirow Financial Experience July 2012 - April 2015
Job Operations Leader at The Horton Group
Industry Financial Services
Experience
The Horton Group April 2015 - Present
Mesirow Financial July 2012 - April 2015
Comfort Keepers September 2009 - July 2012
Sports Authority January 2006 - September 2009
Sam Goody November 2003 - October 2005
Skills
Training, Human Resources, Recruiting, Budgets, Payroll, Employee Benefits, Sales, Customer Service, Accounting, Auditing, Business Process, Accounts Receivable, Contract Management, Insurance, Invoicing, New Hire Orientations
Education
Roosevelt University 2001 — 2007
Business Management, Business Management, 3.5
William Rainey Harper College 1997 — 2001
Associate of Arts (A.A.), Business Administration and Management, General, 3.0
Streamwood High School 1994 — 1997
High School Diploma, College Prep
The Horton Group April 2015 - Present
Mesirow Financial July 2012 - April 2015
Comfort Keepers September 2009 - July 2012
Sports Authority January 2006 - September 2009
Sam Goody November 2003 - October 2005
Skills
Training, Human Resources, Recruiting, Budgets, Payroll, Employee Benefits, Sales, Customer Service, Accounting, Auditing, Business Process, Accounts Receivable, Contract Management, Insurance, Invoicing, New Hire Orientations
Education
Roosevelt University 2001 — 2007
Business Management, Business Management, 3.5
William Rainey Harper College 1997 — 2001
Associate of Arts (A.A.), Business Administration and Management, General, 3.0
Streamwood High School 1994 — 1997
High School Diploma, College Prep
Jim Jirsa Jim Jirsa's Mesirow Financial Experience June 2015 - August 2015
Job Wealth Advisors Intern
Industry Financial Services
Experience
Mesirow Financial June 2015 - August 2015
Mesirow Financial June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Wealth Management, Leadership, Teamwork, Financial Analysis, Research, Investment Advisory, Public Speaking, Team Leadership, Microsoft Word, PowerPoint, Social Media, Impact Investing, Argumentation, Bloomberg Terminal, Photoshop, Asset Management, Private Equity, Due Diligence, Mutual Funds, Microsoft Access, Conversation, HTML, English, S&P IQ
Education
Saint Louis University 2012 — 2016
Bachelor's Degree, Finance, General, Senior
Saint Charles East High School 2008 — 2012
High School
Mesirow Financial June 2015 - August 2015
Mesirow Financial June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Wealth Management, Leadership, Teamwork, Financial Analysis, Research, Investment Advisory, Public Speaking, Team Leadership, Microsoft Word, PowerPoint, Social Media, Impact Investing, Argumentation, Bloomberg Terminal, Photoshop, Asset Management, Private Equity, Due Diligence, Mutual Funds, Microsoft Access, Conversation, HTML, English, S&P IQ
Education
Saint Louis University 2012 — 2016
Bachelor's Degree, Finance, General, Senior
Saint Charles East High School 2008 — 2012
High School
Elizabeth Kauer Elizabeth Kauer's Mesirow Financial Experience 1993 - 1998
Job Financial Services Professional
Industry Financial Services
Experience
Towers Watson Cash Management/ Money Market SpecialistMesirow Financial2002 - 2012
Carr Futures 1998 - 2002
Mesirow Financial 1993 - 1998
LaSalle Bank 1991 - 1993
Skills
Cash Management, Investments, Accounting, Account Reconciliation, Securities, Financial Services, Credit, Trading, Bonds, Bank Reconciliation, Payments, Customer Service, Portfolio Management, Equities, Asset Management, Administrative..., Mutual Funds, Spreadsheets, Financial Analysis, Finance, Series 7, Bloomberg
Education
Southern Illinois University, Carbondale 1988 — 1993
Bachelor's degree
Towers Watson Cash Management/ Money Market SpecialistMesirow Financial2002 - 2012
Carr Futures 1998 - 2002
Mesirow Financial 1993 - 1998
LaSalle Bank 1991 - 1993
Skills
Cash Management, Investments, Accounting, Account Reconciliation, Securities, Financial Services, Credit, Trading, Bonds, Bank Reconciliation, Payments, Customer Service, Portfolio Management, Equities, Asset Management, Administrative..., Mutual Funds, Spreadsheets, Financial Analysis, Finance, Series 7, Bloomberg
Education
Southern Illinois University, Carbondale 1988 — 1993
Bachelor's degree
Jack Thompson Jack Thompson's Mesirow Financial Experience November 2005 - October 2009
Job Strategy Consultant at A.T. Kearney
Industry Financial Services
Experience
A.T. Kearney August 2013 - Present
University of Chicago Booth School of Business July 2011 - June 2013
Mesirow Financial November 2005 - October 2009
Skills
Data Analysis, Financial Modeling, Strategy, Market Research, Strategic Planning, Business Strategy, Financial Analysis, Competitive Analysis, Analytics, Corporate Finance, Economics, Cross-functional Team..., Analysis, Microsoft Excel, Project Management, Management Consulting
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Strategic Management
University of Michigan 2001 — 2005
BA, Brain, Behavior and Cognitive Sciences
A.T. Kearney August 2013 - Present
University of Chicago Booth School of Business July 2011 - June 2013
Mesirow Financial November 2005 - October 2009
Skills
Data Analysis, Financial Modeling, Strategy, Market Research, Strategic Planning, Business Strategy, Financial Analysis, Competitive Analysis, Analytics, Corporate Finance, Economics, Cross-functional Team..., Analysis, Microsoft Excel, Project Management, Management Consulting
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Strategic Management
University of Michigan 2001 — 2005
BA, Brain, Behavior and Cognitive Sciences
Stacy Kahan Stacy Kahan's Mesirow Financial Experience 1987 - 1991
Job President of Lang Financial Group Chicago & President of Bridgeview Financial Services
Industry Insurance
Experience
Bridgeview Financial Services LLC August 2014 - Present
Lang Financial Group Chicago, Ltd. January 1994 - Present
JMB Insurance Agency 1991 - 1994
Mesirow Financial 1987 - 1991
Skills
Employee Benefits, Disability Insurance, Health Insurance, Long Term Care Insurance, Small Business, Estate Planning, Finance, Health Savings Accounts, Universal Life, Whole Life, Financial Planners, Long-term Care, Life Insurance, IRAs, Business Planning, Term Life Insurance, Leadership, Medicare, Critical Illness, Coaching, Investments, Fixed Annuities, Family Planning, Management, Financial Planning
Education
The American College 1984 — 1992
Certified Life Underwriter (CLU), Certified Life Underwriter, Masters
University of Wisconsin-Madison - School of Business 1979 — 1983
Bachelors, Risk and Insurance and Finance
Seven Hills High School 1977 — 1979
Diploma
Bridgeview Financial Services LLC August 2014 - Present
Lang Financial Group Chicago, Ltd. January 1994 - Present
JMB Insurance Agency 1991 - 1994
Mesirow Financial 1987 - 1991
Skills
Employee Benefits, Disability Insurance, Health Insurance, Long Term Care Insurance, Small Business, Estate Planning, Finance, Health Savings Accounts, Universal Life, Whole Life, Financial Planners, Long-term Care, Life Insurance, IRAs, Business Planning, Term Life Insurance, Leadership, Medicare, Critical Illness, Coaching, Investments, Fixed Annuities, Family Planning, Management, Financial Planning
Education
The American College 1984 — 1992
Certified Life Underwriter (CLU), Certified Life Underwriter, Masters
University of Wisconsin-Madison - School of Business 1979 — 1983
Bachelors, Risk and Insurance and Finance
Seven Hills High School 1977 — 1979
Diploma
SHONA KAMATH, M.A., PHR SHONA KAMATH, M.A., PHR's Mesirow Financial Experience September 2013 - Present
Job HR Business Partner/ Organizational Development at Mesirow Financial
Industry Human Resources
Experience
Mesirow Financial September 2013 - Present
Evraz Inc NA March 2012 - July 2013
Newark element14 February 2011 - February 2012
Abercrombie & Fitch February 2010 - July 2010
Skills
Personnel Management, Data Analysis, Talent Management, Organizational Behavior, Organizational..., Deferred Compensation, Interviews, Management, Program Management, Onboarding, Taleo, Talent Acquisition, Payroll, HRIS, Performance Appraisal, Change Management, Leadership, Human Resources, Training, Leadership Development, Employee Benefits, Organizational..., Succession Planning, Performance Management, Employee Relations, Sourcing, Employee Training, Compensation & Benefit, Organizational..., Captivate, HRIS Database Management, Instructor-led Training, HR Consulting, Customer Service, SuccessFactors, Performance Improvement, Employee Engagement, Employment Law, Employment Law..., Job Coaching, Coaching Staff, Staff Retention, Retention Strategies, Learning Management, Information Technology, Microsoft Office, Contract Negotiation, Labor Relations, HR Policies, Applicant Tracking...
Education
The Chicago School of Professional Psychology 2010 — 2012
Masters, Industrial Organizational Psychology
Western Illinois University 2005 — 2009
Bachelors, Psychology
Mesirow Financial September 2013 - Present
Evraz Inc NA March 2012 - July 2013
Newark element14 February 2011 - February 2012
Abercrombie & Fitch February 2010 - July 2010
Skills
Personnel Management, Data Analysis, Talent Management, Organizational Behavior, Organizational..., Deferred Compensation, Interviews, Management, Program Management, Onboarding, Taleo, Talent Acquisition, Payroll, HRIS, Performance Appraisal, Change Management, Leadership, Human Resources, Training, Leadership Development, Employee Benefits, Organizational..., Succession Planning, Performance Management, Employee Relations, Sourcing, Employee Training, Compensation & Benefit, Organizational..., Captivate, HRIS Database Management, Instructor-led Training, HR Consulting, Customer Service, SuccessFactors, Performance Improvement, Employee Engagement, Employment Law, Employment Law..., Job Coaching, Coaching Staff, Staff Retention, Retention Strategies, Learning Management, Information Technology, Microsoft Office, Contract Negotiation, Labor Relations, HR Policies, Applicant Tracking...
Education
The Chicago School of Professional Psychology 2010 — 2012
Masters, Industrial Organizational Psychology
Western Illinois University 2005 — 2009
Bachelors, Psychology
Jamie Blanke Jamie Blanke's Mesirow Financial Experience June 2011 - Present
Job Vice President at Mesirow Advanced Strategies
Industry Investment Management
Experience
Mesirow Financial June 2011 - Present
Huron Consulting Group/Grant Thornton LLP August 2007 - June 2011
PNC Financial Services Group June 2006 - August 2006
Education
The University of Chicago - Booth School of Business 2012 — 2015
University of Notre Dame
BBA, Finance
Mesirow Financial June 2011 - Present
Huron Consulting Group/Grant Thornton LLP August 2007 - June 2011
PNC Financial Services Group June 2006 - August 2006
Education
The University of Chicago - Booth School of Business 2012 — 2015
University of Notre Dame
BBA, Finance
Ian M. Westbrook Ian M. Westbrook's Mesirow Financial Experience May 2011 - June 2011
Job Sr. Graphic Designer at JB Industries
Industry Graphic Design
Experience
JB Industries June 2014 - Present
Rosati's Pizza August 2011 - June 2014
TSS Photography June 2011 - July 2011
Mesirow Financial May 2011 - June 2011
C&R Research August 2010 - January 2011
Calumet Photographic 2009 - 2009
Skills
Graphic Design, Publishing, Market Research, Digital Photography, Food Photography, Digital Printing, Photoshop, InDesign, Illustrator, Dreamweaver, HTML5, CSS, HTML + CSS, Print Production, Print Management, Offset Printing, Advertising, Web Design, Typography, Layout, Logo Design, HTML, Mac, Graphics, Visual Communication, Vector Illustration, Art Direction, Photography, Adobe Creative Suite, Posters
Education
Purdue University 2006 — 2010
Bachelor of Arts (BA), Graphic Design
School of the Art Institute
JB Industries June 2014 - Present
Rosati's Pizza August 2011 - June 2014
TSS Photography June 2011 - July 2011
Mesirow Financial May 2011 - June 2011
C&R Research August 2010 - January 2011
Calumet Photographic 2009 - 2009
Skills
Graphic Design, Publishing, Market Research, Digital Photography, Food Photography, Digital Printing, Photoshop, InDesign, Illustrator, Dreamweaver, HTML5, CSS, HTML + CSS, Print Production, Print Management, Offset Printing, Advertising, Web Design, Typography, Layout, Logo Design, HTML, Mac, Graphics, Visual Communication, Vector Illustration, Art Direction, Photography, Adobe Creative Suite, Posters
Education
Purdue University 2006 — 2010
Bachelor of Arts (BA), Graphic Design
School of the Art Institute
Shayna Gagon Shayna Gagon's Mesirow Financial Experience December 2008 - October 2009
Job Marketing Administrative Assistant
Industry Marketing and Advertising
Experience
Avnet Technology Solutions March 2012 - Present
American Audio Visual Center August 2010 - March 2012
Marlene Imirzian Architects October 2009 - July 2010
Mesirow Financial December 2008 - October 2009
Vestar January 2007 - October 2008
Deutsch Associates May 2003 - January 2007
World Airways, Inc. May 2001 - January 2003
Skills
Marketing Support, Marketing, Project Management, Advanced Computer..., Photoshop, Event Coordination, Presentation Development, Executive Meeting..., Troubleshooting, Expense Reporting, Vendor Management, Template Creation, Project Planning, Event Planning, Customer Service, Digital Marketing, SaaS, Channel Partners, Enterprise Software, Web Design, Solution Selling, Lead Generation, Account Management, Sales Enablement, Product Marketing, Cloud Computing, Strategic Partnerships, Sales
Education
Mesa Community College 2014 — 2015
Marketing Certificate, Marketing/Marketing Management, General
Scottsdale Community College
Web Design / Marketing - Office Management
Avnet Technology Solutions March 2012 - Present
American Audio Visual Center August 2010 - March 2012
Marlene Imirzian Architects October 2009 - July 2010
Mesirow Financial December 2008 - October 2009
Vestar January 2007 - October 2008
Deutsch Associates May 2003 - January 2007
World Airways, Inc. May 2001 - January 2003
Skills
Marketing Support, Marketing, Project Management, Advanced Computer..., Photoshop, Event Coordination, Presentation Development, Executive Meeting..., Troubleshooting, Expense Reporting, Vendor Management, Template Creation, Project Planning, Event Planning, Customer Service, Digital Marketing, SaaS, Channel Partners, Enterprise Software, Web Design, Solution Selling, Lead Generation, Account Management, Sales Enablement, Product Marketing, Cloud Computing, Strategic Partnerships, Sales
Education
Mesa Community College 2014 — 2015
Marketing Certificate, Marketing/Marketing Management, General
Scottsdale Community College
Web Design / Marketing - Office Management
Ben Atkinson Ben Atkinson's Mesirow Financial Experience June 2013 - Present
Job Trading Assistant Institutional S&T
Industry Capital Markets
Experience
Mesirow Financial June 2013 - Present
Oppenheimer & Co. March 2012 - June 2013
Skills
Investments, Leadership, Asset Managment, Management, Time Management, Sales Operations
Education
Saint Bonaventure University
Mesirow Financial June 2013 - Present
Oppenheimer & Co. March 2012 - June 2013
Skills
Investments, Leadership, Asset Managment, Management, Time Management, Sales Operations
Education
Saint Bonaventure University
Kristen Essex Kristen Essex's Mesirow Financial Experience March 2003 - November 2011
Job Publisher | Director of Sales & Marketing | Management Professional
Industry Newspapers
Experience
Alexandria Times Newspaper January 2013 - Present
Flying Fish Restaurant January 2012 - December 2012
Mesirow Financial March 2003 - November 2011
PSComm LLC June 2000 - March 2003
Skills
Professional Liability, Insurance, Account Management, Sales, Social Media, Claim, Customer Service, Negotiation, Marketing Strategy, Workers Compensation, Marketing Communications, Strategic Planning, Liability, Business Development, Social Networking, Social Media Marketing, Project Management, Microsoft Office, Business Strategy, Nonprofits, New Business Development, Marketing, Management, Small Business, Newspapers
Education
Randolph-Macon College 1998 — 2002
BA, Business/Economics with an International Emphasis
Academy of the Holy Cross 1994 — 1998
Alexandria Times Newspaper January 2013 - Present
Flying Fish Restaurant January 2012 - December 2012
Mesirow Financial March 2003 - November 2011
PSComm LLC June 2000 - March 2003
Skills
Professional Liability, Insurance, Account Management, Sales, Social Media, Claim, Customer Service, Negotiation, Marketing Strategy, Workers Compensation, Marketing Communications, Strategic Planning, Liability, Business Development, Social Networking, Social Media Marketing, Project Management, Microsoft Office, Business Strategy, Nonprofits, New Business Development, Marketing, Management, Small Business, Newspapers
Education
Randolph-Macon College 1998 — 2002
BA, Business/Economics with an International Emphasis
Academy of the Holy Cross 1994 — 1998
Kiki Clark Kiki Clark's Mesirow Financial Experience January 1988 - August 1989
Job Broker at Berkshire Hathaway Home Services Koenig Rubloff
Industry Real Estate
Experience
Prudential Rubloff Properties June 2006 - Present
Aging Grace November 2008 - May 2013
Baird & Warner January 2001 - June 2006
Crate & Barrel October 1989 - May 1991
Mesirow Financial January 1988 - August 1989
JMB Realty June 1986 - September 1987
Education
Texas Christian University 1982 — 1986
BS, Interior Design
Prudential Rubloff Properties June 2006 - Present
Aging Grace November 2008 - May 2013
Baird & Warner January 2001 - June 2006
Crate & Barrel October 1989 - May 1991
Mesirow Financial January 1988 - August 1989
JMB Realty June 1986 - September 1987
Education
Texas Christian University 1982 — 1986
BS, Interior Design
David Piasecki David Piasecki's Mesirow Financial Experience 1991 - 2003
Job Managing Director at Elm Tree Funds
Industry Financial Services
Experience
Elm Tree Funds June 2014 - Present
Inflection Point Business Group Inc. January 2007 - Present
Single-Tenant Financial Corp December 2004 - March 2010
Mesirow Financial 1991 - 2003
Greyhound Financial 1977 - 1987
Skills
Real Estate, Mergers, Leases, Private Equity, Real Estate Finance, Corporate Finance, Real Estate Investment, Investments, Mergers & Acquisitions, Investment Properties, Real Estate Economics, Management, Real Estate Transactions, Finance, Commercial Real Estate, Portfolio Management, Corporate Real Estate
Education
Saint Louis University
BA, History/Economics
Saint Louis University High
Elm Tree Funds June 2014 - Present
Inflection Point Business Group Inc. January 2007 - Present
Single-Tenant Financial Corp December 2004 - March 2010
Mesirow Financial 1991 - 2003
Greyhound Financial 1977 - 1987
Skills
Real Estate, Mergers, Leases, Private Equity, Real Estate Finance, Corporate Finance, Real Estate Investment, Investments, Mergers & Acquisitions, Investment Properties, Real Estate Economics, Management, Real Estate Transactions, Finance, Commercial Real Estate, Portfolio Management, Corporate Real Estate
Education
Saint Louis University
BA, History/Economics
Saint Louis University High
Erin Conlon Erin Conlon's Mesirow Financial Experience November 2012 - Present
Job Administrative Associate to Chief Officer for Mesirow Financial's Insurance Practice
Industry Insurance
Experience
Mesirow Financial November 2012 - Present
Mesirow Financial April 2010 - November 2012
Ridge Country Club 1997 - 2010
Skills
Executive..., Insurance License..., Administrative..., Corporate Events, Contract Management, Organization, Insurance, Event Planning, Database Administration, Process Improvement, Storage System..., Marketing, Market Research, Business Development, SharePoint, Marketing Strategy, Marketing Communications, Email Marketing, Product Marketing, Direct Marketing, Invoicing, Product Design, Property & Casualty..., Group Policy, Team-oriented, Service Improvement, Sagitta, Private Client Services, Compliance, Life & Health Insurance..., Management
Education
Saint Xavier University
Master’s Degree
Mesirow Financial November 2012 - Present
Mesirow Financial April 2010 - November 2012
Ridge Country Club 1997 - 2010
Skills
Executive..., Insurance License..., Administrative..., Corporate Events, Contract Management, Organization, Insurance, Event Planning, Database Administration, Process Improvement, Storage System..., Marketing, Market Research, Business Development, SharePoint, Marketing Strategy, Marketing Communications, Email Marketing, Product Marketing, Direct Marketing, Invoicing, Product Design, Property & Casualty..., Group Policy, Team-oriented, Service Improvement, Sagitta, Private Client Services, Compliance, Life & Health Insurance..., Management
Education
Saint Xavier University
Master’s Degree
Paul Navarro, CPCU Paul Navarro, CPCU's Mesirow Financial Experience November 2013 - Present
Job Risk Management Analyst at Mesirow Financial
Industry Insurance
Experience
Mesirow Financial November 2013 - Present
Thunderhawk Golf Course 2012 - November 2014
Harleysville Insurance June 2009 - March 2010
Navigators Insurance January 2002 - May 2009
Highlands Insurance January 1999 - January 2002
Crum & Forster Insurance January 1985 - January 1999
St Paul Companies January 1974 - February 1985
Skills
Underwriting, Sales Management, Customer Engagement, Management, Agency Management, Inventory Management, Captive Management, Workers Compensation, Commercial Insurance, Casualty Insurance
Education
Syracuse University
Bachelors
Mesirow Financial November 2013 - Present
Thunderhawk Golf Course 2012 - November 2014
Harleysville Insurance June 2009 - March 2010
Navigators Insurance January 2002 - May 2009
Highlands Insurance January 1999 - January 2002
Crum & Forster Insurance January 1985 - January 1999
St Paul Companies January 1974 - February 1985
Skills
Underwriting, Sales Management, Customer Engagement, Management, Agency Management, Inventory Management, Captive Management, Workers Compensation, Commercial Insurance, Casualty Insurance
Education
Syracuse University
Bachelors
Alexandra DaCosta Alexandra DaCosta's Mesirow Financial Experience 2009 - 2009
Job Executive Director at Nomura Securities
Industry Financial Services
Experience
Nomura Securities October 2009 - Present
Mesirow Financial 2009 - 2009
Deutsche Bank 2004 - 2009
Skills
Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Bloomberg
Education
Princeton University 2000 — 2004
Bachelor's degree, Political Science and Government
Trinity college school
Nomura Securities October 2009 - Present
Mesirow Financial 2009 - 2009
Deutsche Bank 2004 - 2009
Skills
Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Bloomberg
Education
Princeton University 2000 — 2004
Bachelor's degree, Political Science and Government
Trinity college school
Kin Lee, CBCP Kin Lee, CBCP's Mesirow Financial Experience March 2014 - Present
Job Certified Business Continuity Professional
Industry Financial Services
Experience
Mesirow Financial March 2014 - Present
United Airlines November 2009 - March 2014
Teva Pharmaceuticals US June 2008 - June 2009
UBS April 2004 - June 2008
J.P. Morgan Chase & Co. July 2002 - April 2004
Skills
Disaster Recovery, Business Continuity, Business Continuity..., Vendor Management, Project Management, Risk Management, Management, Infrastructure, Incident Management, Emergency Management, Project Planning, Program Management, Contingency Planning, Crisis Management, Analysis, Quality Assurance, Testing, Disaster Response, Program Development, LDRPS, Business Impact Analysis, Business Continuity..., Disaster Recovery..., Disaster Preparedness, RPX, Business Analysis
Education
Stevens Institute of Technology - Howe School of Technology Management
Master of Science (MS), Information Systems - Technology Management
Rutgers, The State University of New Jersey - Rutgers Business School 1999 — 2003
Bachelor of Science (B.S.), Management Science and Information Systems
Mesirow Financial March 2014 - Present
United Airlines November 2009 - March 2014
Teva Pharmaceuticals US June 2008 - June 2009
UBS April 2004 - June 2008
J.P. Morgan Chase & Co. July 2002 - April 2004
Skills
Disaster Recovery, Business Continuity, Business Continuity..., Vendor Management, Project Management, Risk Management, Management, Infrastructure, Incident Management, Emergency Management, Project Planning, Program Management, Contingency Planning, Crisis Management, Analysis, Quality Assurance, Testing, Disaster Response, Program Development, LDRPS, Business Impact Analysis, Business Continuity..., Disaster Recovery..., Disaster Preparedness, RPX, Business Analysis
Education
Stevens Institute of Technology - Howe School of Technology Management
Master of Science (MS), Information Systems - Technology Management
Rutgers, The State University of New Jersey - Rutgers Business School 1999 — 2003
Bachelor of Science (B.S.), Management Science and Information Systems
Kristan M. Rowland, CFA Kristan M. Rowland, CFA's Mesirow Financial Experience May 2007 - April 2011
Job Buyside Equity Research, International Financials at William Blair
Industry Investment Management
Experience
William Blair October 2015 - Present
William Blair and Company July 2011 - Present
Mesirow Financial May 2007 - April 2011
Morningstar, Inc September 2004 - May 2007
Skills
Asset Management, Equities, Valuation, Investments, Portfolio Management, Financial Modeling, Equity Research, Finance, Financial Analysis
Education
The University of Chicago - Booth School of Business
MBA, Finance, Accounting, Economics
University of Notre Dame
BA, Economics, French
William Blair October 2015 - Present
William Blair and Company July 2011 - Present
Mesirow Financial May 2007 - April 2011
Morningstar, Inc September 2004 - May 2007
Skills
Asset Management, Equities, Valuation, Investments, Portfolio Management, Financial Modeling, Equity Research, Finance, Financial Analysis
Education
The University of Chicago - Booth School of Business
MBA, Finance, Accounting, Economics
University of Notre Dame
BA, Economics, French
Ericka Martin Ericka Martin's Mesirow Financial Experience 2008 - 2011
Job IRA Clerk at Addison Search
Industry Staffing and Recruiting
Experience
Addison Search August 2008 - October 2011
Mesirow Financial 2008 - 2011
UPS 2005 - 2007
Education
Robert Morris College 1999 — 2012
Associate's degree, Business Administration/Accounting, Senior
Robert Morris College 1999 — 2012
Associate's degree, Business Administration/Accounting
Westinghouse Career Academy
Addison Search August 2008 - October 2011
Mesirow Financial 2008 - 2011
UPS 2005 - 2007
Education
Robert Morris College 1999 — 2012
Associate's degree, Business Administration/Accounting, Senior
Robert Morris College 1999 — 2012
Associate's degree, Business Administration/Accounting
Westinghouse Career Academy
Kenneth Levin Kenneth Levin's Mesirow Financial Experience February 1994 - Present
Job Sr.Vice President Institutional fixed Income sales at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial February 1994 - Present
Education
University of Chicago Graduate School of Business
MBA, Economics, International Business
University of Chicago, The College
BA
Mesirow Financial February 1994 - Present
Education
University of Chicago Graduate School of Business
MBA, Economics, International Business
University of Chicago, The College
BA
Emerence Kaizer Emerence Kaizer's Mesirow Financial Experience May 1998 - July 2011
Job Experienced Construction Accounting Manager | Project Accountant | Seeking New Challenge
Industry Financial Services
Experience
Peak Construction Corporation November 2011 - March 2015
Mesirow Financial May 1998 - July 2011
McClier November 1989 - May 1998
Arthur Andersen & Co. February 1993 - November 1995
Skills
Cost Accounting, Budget Management, Contract Review, Software Implementation, Supervisory Experience, Procedure Development, Cost Analysis, Finance, Budgets, Software Documentation, Cost Benefit, Project Management, Contract Management, Real Estate, Accounts Receivable, Construction Management, Financial Modeling, Financial Analysis, Invoicing, Real Estate Economics, Construction, Accounts Payable, Asset Management, Journal Entries, Valuation, Accounting, Project Planning, Real Estate Development, Microsoft Excel, Due Diligence, Property Management
Education
Robert Morris College 1979 — 1980
Diploma, Secretarial Program
The Society of Architectural Administrators
Certificate, Training Seminar
St. Mary of Nazareth Hospital Center
Certificate, Medical Terminology Course
Peak Construction Corporation November 2011 - March 2015
Mesirow Financial May 1998 - July 2011
McClier November 1989 - May 1998
Arthur Andersen & Co. February 1993 - November 1995
Skills
Cost Accounting, Budget Management, Contract Review, Software Implementation, Supervisory Experience, Procedure Development, Cost Analysis, Finance, Budgets, Software Documentation, Cost Benefit, Project Management, Contract Management, Real Estate, Accounts Receivable, Construction Management, Financial Modeling, Financial Analysis, Invoicing, Real Estate Economics, Construction, Accounts Payable, Asset Management, Journal Entries, Valuation, Accounting, Project Planning, Real Estate Development, Microsoft Excel, Due Diligence, Property Management
Education
Robert Morris College 1979 — 1980
Diploma, Secretarial Program
The Society of Architectural Administrators
Certificate, Training Seminar
St. Mary of Nazareth Hospital Center
Certificate, Medical Terminology Course
Lawrence D. Morriss, Jr. Lawrence D. Morriss, Jr.'s Mesirow Financial Experience 2006 - August 2011
Job The University of Kansas School of Business Faculty Member
Industry Higher Education
Experience
The University of Kansas School of Business June 2014 - Present
CBIZ MHM, LLC August 2011 - July 2014
Henry W. Bloch School of Management at the University of Missouri Kansas City August 2012 - December 2013
Mesirow Financial 2006 - August 2011
XRoads Solutions Group 2001 - 2006
PricewaterhouseCoopers 1990 - 2001
Laventhol & Horwath 1977 - 1990
Skills
Forensic Accounting, Expert Witness, Analytics, Valuation, Bankruptcy, Finance, Public Speaking, Accounting, Analysis, Litigation, Arbitration, CPA, Listener, Due Diligence, Mergers & Acquisitions, Business Planning, Management Consulting
Education
University of Missouri-Columbia 1973 — 1977
BSBA, Accounting
University of Missouri-Kansas City 2012 — 2013
Master's Degree, Finance
University of Virginia Darden School of Business 1995 — 1995
CPE, International Business
The Tuck School of Business at Dartmouth 1992 — 1992
CPE, Business Strategy
The University of Kansas School of Business June 2014 - Present
CBIZ MHM, LLC August 2011 - July 2014
Henry W. Bloch School of Management at the University of Missouri Kansas City August 2012 - December 2013
Mesirow Financial 2006 - August 2011
XRoads Solutions Group 2001 - 2006
PricewaterhouseCoopers 1990 - 2001
Laventhol & Horwath 1977 - 1990
Skills
Forensic Accounting, Expert Witness, Analytics, Valuation, Bankruptcy, Finance, Public Speaking, Accounting, Analysis, Litigation, Arbitration, CPA, Listener, Due Diligence, Mergers & Acquisitions, Business Planning, Management Consulting
Education
University of Missouri-Columbia 1973 — 1977
BSBA, Accounting
University of Missouri-Kansas City 2012 — 2013
Master's Degree, Finance
University of Virginia Darden School of Business 1995 — 1995
CPE, International Business
The Tuck School of Business at Dartmouth 1992 — 1992
CPE, Business Strategy
Doug Knoch's Mesirow Financial Experience September 1998 - July 2000
Job Managing Director at Shorehill Capital LLC and Principal at CHS Capital LLC
Industry Venture Capital & Private Equity
Experience
Shorehill Capital LLC January 2013 - Present
CHS Capital LLC August 2000 - Present
TricorBraun July 2006 - Present
Mesirow Financial September 1998 - July 2000
Arthur Andersen LLP September 1991 - September 1998
Skills
Valuation, Financial Modeling, Corporate Finance, Investments, Team Leadership, LBO, Due Diligence, Venture Capital, Private Equity, Strategic Planning, Team Building, Acquisitions, Divestitures, Mergers & Acquisitions, M&A experience, Business Strategy, Investment Banking, Corporate Development, Leveraged Finance, Capital Markets, Business Valuation, Capital, Strategy, Private Placements, Acquisition Integration, Financial Structuring, Restructuring, Financial Analysis, Finance, IPO
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Economics, Finance, Statistics
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
B.S. - Finance, Finance, Accounting
Downers Grove South High School 1983 — 1987
Shorehill Capital LLC January 2013 - Present
CHS Capital LLC August 2000 - Present
TricorBraun July 2006 - Present
Mesirow Financial September 1998 - July 2000
Arthur Andersen LLP September 1991 - September 1998
Skills
Valuation, Financial Modeling, Corporate Finance, Investments, Team Leadership, LBO, Due Diligence, Venture Capital, Private Equity, Strategic Planning, Team Building, Acquisitions, Divestitures, Mergers & Acquisitions, M&A experience, Business Strategy, Investment Banking, Corporate Development, Leveraged Finance, Capital Markets, Business Valuation, Capital, Strategy, Private Placements, Acquisition Integration, Financial Structuring, Restructuring, Financial Analysis, Finance, IPO
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Economics, Finance, Statistics
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
B.S. - Finance, Finance, Accounting
Downers Grove South High School 1983 — 1987
Dave Rauen Dave Rauen's Mesirow Financial Experience October 2002 - December 2006
Job Public Policy/Administration
Industry Public Policy
Experience
Chicago Housing Authority February 2012 - May 2012
Pitney Bowes Management Services January 2007 - May 2011
Mesirow Financial October 2002 - December 2006
Education
University of Illinois at Chicago 2011 — 2013
Master of Public Administration (MPA), Areas of Concentration: Financial and Local Government Management, 3.4
Saint Xavier University 2008 — 2010
Business Administration, Business Administration
Chicago Housing Authority February 2012 - May 2012
Pitney Bowes Management Services January 2007 - May 2011
Mesirow Financial October 2002 - December 2006
Education
University of Illinois at Chicago 2011 — 2013
Master of Public Administration (MPA), Areas of Concentration: Financial and Local Government Management, 3.4
Saint Xavier University 2008 — 2010
Business Administration, Business Administration
Jaime M. Katz, CFA's Mesirow Financial Experience 2002 - 2005
Job Equity Analyst at Morningstar
Industry Financial Services
Experience
Morningstar August 2011 - Present
Credit Agricole CIB 2010 - 2011
William Blair 2005 - 2008
Mesirow Financial 2002 - 2005
Scudder Kemper Investments 1999 - 2002
Skills
Equities, Bloomberg, Valuation, Investment Management, Financial Modeling, Equity Research, DCF, Asset Management, Investments, Morningstar Direct, Portfolio Management, Equity Valuation
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Accounting & Org. Behavior
University of Wisconsin-Madison 1995 — 1999
BS, Economics
Morningstar August 2011 - Present
Credit Agricole CIB 2010 - 2011
William Blair 2005 - 2008
Mesirow Financial 2002 - 2005
Scudder Kemper Investments 1999 - 2002
Skills
Equities, Bloomberg, Valuation, Investment Management, Financial Modeling, Equity Research, DCF, Asset Management, Investments, Morningstar Direct, Portfolio Management, Equity Valuation
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Accounting & Org. Behavior
University of Wisconsin-Madison 1995 — 1999
BS, Economics
Kristine Moores Kraus Kristine Moores Kraus's Mesirow Financial Experience 2009 - 2011
Job CPA, CFF
Industry Accounting
Experience
Bridgepoint Consulting, LLC 2011 - Present
Mesirow Financial 2009 - 2011
Ernst & Young LLP 1998 - 2008
UHY Advisors 2003 - 2005
EY 1998 - 2003
Skills
Forensic Accounting, Financial Analysis, Internal Audit, Capital Markets, Restructuring, Banking, Litigation Support, SEC filings, Due Diligence, Mergers & Acquisitions, Arbitration, Fraud, US GAAP, Financial Accounting, Business Process..., Strategic Financial..., Internal Controls, Finance, Sarbanes-Oxley Act, Management, Financial Modeling, CPA, Accounting, Business Valuation, Management Consulting, Process Improvement, Financial Reporting
Education
Texas A&M University 1993 — 1998
Bachelor of Business Administration (B.B.A.) and Bachelor of Science, Accounting and Political Science
Bridgepoint Consulting, LLC 2011 - Present
Mesirow Financial 2009 - 2011
Ernst & Young LLP 1998 - 2008
UHY Advisors 2003 - 2005
EY 1998 - 2003
Skills
Forensic Accounting, Financial Analysis, Internal Audit, Capital Markets, Restructuring, Banking, Litigation Support, SEC filings, Due Diligence, Mergers & Acquisitions, Arbitration, Fraud, US GAAP, Financial Accounting, Business Process..., Strategic Financial..., Internal Controls, Finance, Sarbanes-Oxley Act, Management, Financial Modeling, CPA, Accounting, Business Valuation, Management Consulting, Process Improvement, Financial Reporting
Education
Texas A&M University 1993 — 1998
Bachelor of Business Administration (B.B.A.) and Bachelor of Science, Accounting and Political Science
Jeff Friedrich Jeff Friedrich's Mesirow Financial Experience May 1992 - August 2001
Job Principal | Staffing Guru | Workers' Compensation Specialist
Industry Insurance
Experience
Assurance August 2001 - Present
Mesirow Financial May 1992 - August 2001
Royal & Sun Alliance October 1987 - May 1992
Skills
Workers Compensation, Insurance, Property & Casualty..., Commercial Insurance, Risk Management, Liability, Professional Liability, Brokers, Employee Benefits, Underwriting, Employment Practices..., Legal Liability, Temporary Staffing, Mergers & Acquisitions, Self-insured, Group Insurance, Health Care Reform
Education
St. Cloud State University 1982 — 1987
BS, Finance, Computer Science
Apollo High School 1978 — 1984
Assurance August 2001 - Present
Mesirow Financial May 1992 - August 2001
Royal & Sun Alliance October 1987 - May 1992
Skills
Workers Compensation, Insurance, Property & Casualty..., Commercial Insurance, Risk Management, Liability, Professional Liability, Brokers, Employee Benefits, Underwriting, Employment Practices..., Legal Liability, Temporary Staffing, Mergers & Acquisitions, Self-insured, Group Insurance, Health Care Reform
Education
St. Cloud State University 1982 — 1987
BS, Finance, Computer Science
Apollo High School 1978 — 1984
Arthur Anton Arthur Anton's Mesirow Financial Experience 1994 - 2006
Job Principal, Owner—MOXI Construction LLC
Industry Real Estate
Experience
MOXI Construction LLC November 2009 - Present
Anton Development LLC June 2006 - Present
Anton Consulting Group LLC May 2006 - Present
Mesirow Financial 1994 - 2006
Mesirow Financial Real Estate, Inc. 1994 - 2006
The Koll Company January 1992 - January 1994
Skills
Real Estate Development, Property Management, Commercial Real Estate, Construction Management, Investments, Construction, Residential Homes, Program Management, Management, Mixed-use, Asset Managment, Due Diligence, Portfolio Management, Valuation, Real Estate, Condos, Financial Modeling, Strategic Planning, Real Estate Economics, Renovation, Project Management, Contract Management
Education
The University of Texas at Austin 1980 — 1982
MBA, Finance, Management
Purdue University 1976 — 1980
BS-Civil Engineering, Structural Engineering
MOXI Construction LLC November 2009 - Present
Anton Development LLC June 2006 - Present
Anton Consulting Group LLC May 2006 - Present
Mesirow Financial 1994 - 2006
Mesirow Financial Real Estate, Inc. 1994 - 2006
The Koll Company January 1992 - January 1994
Skills
Real Estate Development, Property Management, Commercial Real Estate, Construction Management, Investments, Construction, Residential Homes, Program Management, Management, Mixed-use, Asset Managment, Due Diligence, Portfolio Management, Valuation, Real Estate, Condos, Financial Modeling, Strategic Planning, Real Estate Economics, Renovation, Project Management, Contract Management
Education
The University of Texas at Austin 1980 — 1982
MBA, Finance, Management
Purdue University 1976 — 1980
BS-Civil Engineering, Structural Engineering
Cecilia Enriquez's Mesirow Financial Experience September 2014 - January 2015
Job Application Management Analyst at Byline Bank
Industry Computer Software
Experience
Byline Bank June 2015 - Present
Mesirow Financial September 2014 - January 2015
Kaplan University May 2014 - August 2014
INXPO April 2013 - September 2013
Mesirow Financial February 2012 - June 2012
Purdue University Calumet September 2008 - May 2009
Notebaert Nature Museum October 2005 - June 2006
Optimo Asset Management July 2005 - August 2005
Cabrera Capital Markets June 2005 - August 2005
Skills
Research, Troubleshooting, Management, Databases, Editing, Microsoft Excel, HTML, Windows 7, Program Management, Photoshop, Social Media, Event Planning, Technical Support, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Technical Assistance, Help Desk Support, Technical Writing, Network Administration, Access, Writing, Photography, Graphic Design, Administration, Dreamweaver, Customer Service, Visio, Integration, Computer Hardware, Software Support, Adobe Creative Suite, Word, Web Design, Windows, Social Networking, Proofreading, Technical Documentation, Quality Assurance, Beta Testing, Project Management, Leadership, Networking, Information Technology, Security
Education
Purdue University Calumet 2007 — 2011
Bachelor of Science; Diploma, Computer Information Technology
Purdue University Calumet 2007 — 2009
Associates, Information Technology
Byline Bank June 2015 - Present
Mesirow Financial September 2014 - January 2015
Kaplan University May 2014 - August 2014
INXPO April 2013 - September 2013
Mesirow Financial February 2012 - June 2012
Purdue University Calumet September 2008 - May 2009
Notebaert Nature Museum October 2005 - June 2006
Optimo Asset Management July 2005 - August 2005
Cabrera Capital Markets June 2005 - August 2005
Skills
Research, Troubleshooting, Management, Databases, Editing, Microsoft Excel, HTML, Windows 7, Program Management, Photoshop, Social Media, Event Planning, Technical Support, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Technical Assistance, Help Desk Support, Technical Writing, Network Administration, Access, Writing, Photography, Graphic Design, Administration, Dreamweaver, Customer Service, Visio, Integration, Computer Hardware, Software Support, Adobe Creative Suite, Word, Web Design, Windows, Social Networking, Proofreading, Technical Documentation, Quality Assurance, Beta Testing, Project Management, Leadership, Networking, Information Technology, Security
Education
Purdue University Calumet 2007 — 2011
Bachelor of Science; Diploma, Computer Information Technology
Purdue University Calumet 2007 — 2009
Associates, Information Technology
Julia Tsaoussis's Mesirow Financial Experience May 2013 - August 2013
Job Student and Teaching Assistant of Physics at Stevens Institute of Technology
Industry Research
Experience
Stevens Institute of Technology June 2014 - Present
Stevens Institute of Technology March 2014 - January 2015
Stevens Institute of Technology February 2013 - May 2014
Mesirow Financial May 2013 - August 2013
Northwestern University June 2011 - August 2011
Skills
Physics, Engineering Physics, Optics, Research, Arduino, Astrophysics, Cosmology, Nuclear Physics, Thermodynamics, Quantum Theory, Laboratory Skills, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows, Matlab, Newspaper Design, Microsoft Office, Adobe Creative Suite, InDesign, Organic Chemistry, Analytical Chemistry, Foreign Languages, Social Media, SolidWorks, Python
Education
Stevens Institute of Technology 2012 — 2016
Bachelor of Applied Science (B.A.Sc.)
Stevens Institute of Technology June 2014 - Present
Stevens Institute of Technology March 2014 - January 2015
Stevens Institute of Technology February 2013 - May 2014
Mesirow Financial May 2013 - August 2013
Northwestern University June 2011 - August 2011
Skills
Physics, Engineering Physics, Optics, Research, Arduino, Astrophysics, Cosmology, Nuclear Physics, Thermodynamics, Quantum Theory, Laboratory Skills, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows, Matlab, Newspaper Design, Microsoft Office, Adobe Creative Suite, InDesign, Organic Chemistry, Analytical Chemistry, Foreign Languages, Social Media, SolidWorks, Python
Education
Stevens Institute of Technology 2012 — 2016
Bachelor of Applied Science (B.A.Sc.)
Amy Steinback Amy Steinback's Mesirow Financial Experience September 2013 - Present
Job Insurance Consultant at Mesirow Financial
Industry Insurance
Experience
Mesirow Financial September 2013 - Present
Jesse White Foundation March 2011 - December 2013
Uniform Law Commission 2010 - 2011
United States Holocaust Memorial Museum November 2008 - 2010
Anti-Defamation League March 2003 - April 2004
United States Holocaust Memorial Museum December 2000 - March 2003
Skills
Commercial Insurance, New Business Development, Property & Casualty..., Non-profits, Philanthropy, Public Speaking, Marketing, Board Development, Strategy, Public Policy, Fundraising, Strategic Planning, Strategic Communications, Public Relations, Leadership, Research, Volunteer Management, Editing, Community Outreach, Social Media
Education
The Ohio State University 1993 — 1998
B.A., Political Science
Mesirow Financial September 2013 - Present
Jesse White Foundation March 2011 - December 2013
Uniform Law Commission 2010 - 2011
United States Holocaust Memorial Museum November 2008 - 2010
Anti-Defamation League March 2003 - April 2004
United States Holocaust Memorial Museum December 2000 - March 2003
Skills
Commercial Insurance, New Business Development, Property & Casualty..., Non-profits, Philanthropy, Public Speaking, Marketing, Board Development, Strategy, Public Policy, Fundraising, Strategic Planning, Strategic Communications, Public Relations, Leadership, Research, Volunteer Management, Editing, Community Outreach, Social Media
Education
The Ohio State University 1993 — 1998
B.A., Political Science
Damone Emery, MBA's Mesirow Financial Experience April 2014 - Present
Job Manager IT Shared Services
Industry Information Services
Experience
Mesirow Financial April 2014 - Present
Mesirow Financial August 2011 - April 2014
Ceridian Employer Services May 2008 - August 2011
Skills
Benefits Administration, Business Process, Payroll, Analysis, Leadership, Software Documentation, HRIS, Troubleshooting, New Hire Orientations, Project Management, Business Process..., Business Analysis, Process Improvement, Employee Benefits, Management, SharePoint, Consulting, SaaS, Human Resources, Accounting, Document Management, PeopleSoft, Ceridian, Integration, Financial Modeling, ADP Payroll, Microsoft Office, Customer Service, Software Implementation, Visio, Change Management, Training, Access
Education
Robert Morris University 2009 — 2011
MBA, Management
Computer Systems Institute 2006 — 2007
Diploma, A+, Networking+, Microsoft Certified System Engineer
Robert Morris College 1997 — 2000
Bachelor, Business Administration: Computer Network Specialist
Mesirow Financial April 2014 - Present
Mesirow Financial August 2011 - April 2014
Ceridian Employer Services May 2008 - August 2011
Skills
Benefits Administration, Business Process, Payroll, Analysis, Leadership, Software Documentation, HRIS, Troubleshooting, New Hire Orientations, Project Management, Business Process..., Business Analysis, Process Improvement, Employee Benefits, Management, SharePoint, Consulting, SaaS, Human Resources, Accounting, Document Management, PeopleSoft, Ceridian, Integration, Financial Modeling, ADP Payroll, Microsoft Office, Customer Service, Software Implementation, Visio, Change Management, Training, Access
Education
Robert Morris University 2009 — 2011
MBA, Management
Computer Systems Institute 2006 — 2007
Diploma, A+, Networking+, Microsoft Certified System Engineer
Robert Morris College 1997 — 2000
Bachelor, Business Administration: Computer Network Specialist
Jason Ott Jason Ott's Mesirow Financial Experience June 2002 - October 2005
Job Regional Director at Aon Private Risk Management
Industry Insurance
Experience
Aon Private Risk Management October 2005 - Present
Mesirow Financial June 2002 - October 2005
Skills
Insurance, Liability, Risk Management, Casualty, Brokers, Claims, Workers Compensation, Excess, Customer Service, General Insurance, Property & Casualty..., Problem Solving, Professional Liability, Legal Liability, Claim, Umbrella Insurance, New Business Development, D&O, Commercial Lines, Commercial Insurance, Reinsurance, Claims Management, Insurance Brokerage, Captives, Health Insurance, Life Insurance, Casualty Insurance
Education
Simpson College 1997 — 2001
BA, Corporate Communication & Business Management
Webster City High School 1994 — 1997
Aon Private Risk Management October 2005 - Present
Mesirow Financial June 2002 - October 2005
Skills
Insurance, Liability, Risk Management, Casualty, Brokers, Claims, Workers Compensation, Excess, Customer Service, General Insurance, Property & Casualty..., Problem Solving, Professional Liability, Legal Liability, Claim, Umbrella Insurance, New Business Development, D&O, Commercial Lines, Commercial Insurance, Reinsurance, Claims Management, Insurance Brokerage, Captives, Health Insurance, Life Insurance, Casualty Insurance
Education
Simpson College 1997 — 2001
BA, Corporate Communication & Business Management
Webster City High School 1994 — 1997
Tatum Bartlett Tatum Bartlett's Mesirow Financial Experience December 2007 - May 2011
Job EA to CEO at Willis Stein & Partners
Industry Financial Services
Experience
Willis Stein & Partners May 2011 - Present
Mesirow Financial December 2007 - May 2011
Skills
Due Diligence, Administrative..., Non-profits, Office Management, Marketing Strategy, Strategic Planning, Financial Services, Email Marketing, Event Planning, Investment Management, Customer Service, Fundraising, Relationship Management, Vendor Relationships, Vendor Contracts, Corporate Communications, Event Management, Italian languages, Contract Negotiation, Multi-Site Operations, Executive Level..., Board Relations, Creative Writing, News Writing, Technical Writing, High Level Of..., C-level support, Proactive self-starter, Organized Multi-tasker, Marketing, Nonprofits, Executive..., Board of Directors, Leadership, Administrative..., Microsoft Excel, PowerPoint, Time Management
Education
Saint Mary's College 1994 — 1998
B.A., Journalism/Italian Literature/Language
Willis Stein & Partners May 2011 - Present
Mesirow Financial December 2007 - May 2011
Skills
Due Diligence, Administrative..., Non-profits, Office Management, Marketing Strategy, Strategic Planning, Financial Services, Email Marketing, Event Planning, Investment Management, Customer Service, Fundraising, Relationship Management, Vendor Relationships, Vendor Contracts, Corporate Communications, Event Management, Italian languages, Contract Negotiation, Multi-Site Operations, Executive Level..., Board Relations, Creative Writing, News Writing, Technical Writing, High Level Of..., C-level support, Proactive self-starter, Organized Multi-tasker, Marketing, Nonprofits, Executive..., Board of Directors, Leadership, Administrative..., Microsoft Excel, PowerPoint, Time Management
Education
Saint Mary's College 1994 — 1998
B.A., Journalism/Italian Literature/Language
Chuck Lawless Chuck Lawless's Mesirow Financial Experience June 1996 - Present
Job Senior Managing Director | Wealth Manager | Investment Advisor | Retirement Plan Consultant
Industry Financial Services
Experience
Mesirow Financial June 1996 - Present
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Portfolio Management, Management, Financial Advisory, Investment Management, 401k, IRAs, Series 7, Investments, Asset Management, Securities, Equities, Due Diligence
Education
The Citadel 1990 — 1994
B.S., Business Administration
New Trier High School 1985 — 1989
Mesirow Financial June 1996 - Present
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Portfolio Management, Management, Financial Advisory, Investment Management, 401k, IRAs, Series 7, Investments, Asset Management, Securities, Equities, Due Diligence
Education
The Citadel 1990 — 1994
B.S., Business Administration
New Trier High School 1985 — 1989
John Pickart, CFA John Pickart, CFA's Mesirow Financial Experience July 1994 - May 2000
Job Partner, CFO & Chief Investment Officer at Pelagos Capital Management
Industry Investment Management
Experience
Pelagos Capital Management, LLC August 2005 - Present
State Street Global Advisors May 2000 - May 2005
Mesirow Financial July 1994 - May 2000
First of Michigan Corporation August 1991 - June 1994
T Rowe Price June 1990 - September 1990
Kemper Financial Services 1985 - June 1989
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, Financial Management
University of Tampa 1979 — 1983
B.S., Finance
Pelagos Capital Management, LLC August 2005 - Present
State Street Global Advisors May 2000 - May 2005
Mesirow Financial July 1994 - May 2000
First of Michigan Corporation August 1991 - June 1994
T Rowe Price June 1990 - September 1990
Kemper Financial Services 1985 - June 1989
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, Financial Management
University of Tampa 1979 — 1983
B.S., Finance
William M. Dutton William M. Dutton's Mesirow Financial Experience 1980 - 1995
Job Partner, Senior Advisor at Skyline Asset Management, L.P.
Industry Financial Services
Experience
Skyline Asset Management, L.P. 2005 - Present
Skyline Asset Management, L.P. 1995 - 2004
Mesirow Financial 1980 - 1995
Education
University of Illinois at Urbana-Champaign 1978 — 1979
Masters degree in Accounting
Princeton University 1972 — 1976
Bachelor of Arts (B.A.), English Literature
Skyline Asset Management, L.P. 2005 - Present
Skyline Asset Management, L.P. 1995 - 2004
Mesirow Financial 1980 - 1995
Education
University of Illinois at Urbana-Champaign 1978 — 1979
Masters degree in Accounting
Princeton University 1972 — 1976
Bachelor of Arts (B.A.), English Literature
Felicia Rauls Felicia Rauls's Mesirow Financial Experience January 2015 - Present
Job
Industry Financial Services
Experience
Mesirow Financial January 2015 - Present
Skills
Series 7, Fixed Income, Equities, Trading, Commodity, Mutual Funds, Financial Analysis, CRM, Leadership, Financial Modeling, Investments, Securities, Derivatives, Commodity Markets, Organizational..., Insurance, Portfolio Management, Asset Management, Alternative Investments, Series 63, Hedge Funds, Bloomberg, Financial Services, New Business Development
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (MBA), Finance, Managerial and Organizational Behavior, Entrepreneurship
University of Illinois at Urbana-Champaign 1994 — 1999
Bachelors of Fine Art, Art History
Mesirow Financial January 2015 - Present
Skills
Series 7, Fixed Income, Equities, Trading, Commodity, Mutual Funds, Financial Analysis, CRM, Leadership, Financial Modeling, Investments, Securities, Derivatives, Commodity Markets, Organizational..., Insurance, Portfolio Management, Asset Management, Alternative Investments, Series 63, Hedge Funds, Bloomberg, Financial Services, New Business Development
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (MBA), Finance, Managerial and Organizational Behavior, Entrepreneurship
University of Illinois at Urbana-Champaign 1994 — 1999
Bachelors of Fine Art, Art History
Barry Wilson Barry Wilson's Mesirow Financial Experience February 2009 - March 2009
Job Senior Vice President at Antares Capital
Industry Financial Services
Experience
Antares Capital September 2014 - Present
AllianceBernstein September 2013 - 2014
SS&C Technologies November 2009 - September 2013
Mariner Tricadia Credit Strategies Master Fund and Tiptree Financial Partners August 2009 - August 2010
Gemini Partners April 2009 - September 2009
Mesirow Financial February 2009 - March 2009
Blue Mountain Capital LLC April 2008 - October 2008
CentrePacific LLC April 2004 - July 2006
Pimco February 2003 - April 2004
Coast Asset Management March 1999 - February 2003
Skills
Valuation, High Yield, Asset Allocation, Asset Management, CDO, CLO, Fixed Income, Hedge Funds, Leveraged Finance, Structured Products, Loans, Alternative Investments, Portfolio Management, Due Diligence, Structured Finance, Trading, Risk Management, Credit, Credit Analysis, Credit Risk, Fund Of Funds, Investment Banking, Asset Managment, Bonds, Derivatives, Equities, Capital Markets, Private Equity, Pricing, Mutual Funds, Bloomberg Terminal, Securities, Mortgage Lending
Education
Loyola University Rome Center 1986 — 1986
Southern Methodist University - Cox School of Business 1982 — 1986
BBA/BA, Finance and Political Science
Antares Capital September 2014 - Present
AllianceBernstein September 2013 - 2014
SS&C Technologies November 2009 - September 2013
Mariner Tricadia Credit Strategies Master Fund and Tiptree Financial Partners August 2009 - August 2010
Gemini Partners April 2009 - September 2009
Mesirow Financial February 2009 - March 2009
Blue Mountain Capital LLC April 2008 - October 2008
CentrePacific LLC April 2004 - July 2006
Pimco February 2003 - April 2004
Coast Asset Management March 1999 - February 2003
Skills
Valuation, High Yield, Asset Allocation, Asset Management, CDO, CLO, Fixed Income, Hedge Funds, Leveraged Finance, Structured Products, Loans, Alternative Investments, Portfolio Management, Due Diligence, Structured Finance, Trading, Risk Management, Credit, Credit Analysis, Credit Risk, Fund Of Funds, Investment Banking, Asset Managment, Bonds, Derivatives, Equities, Capital Markets, Private Equity, Pricing, Mutual Funds, Bloomberg Terminal, Securities, Mortgage Lending
Education
Loyola University Rome Center 1986 — 1986
Southern Methodist University - Cox School of Business 1982 — 1986
BBA/BA, Finance and Political Science
Stephanie Martinez, SHRM-CP, PHR Stephanie Martinez, SHRM-CP, PHR's Mesirow Financial Experience February 2007 - April 2013
Job Director of HR Services at Benefitdecisions, Inc.
Industry Human Resources
Experience
Benefitdecisions, Inc. September 2013 - Present
Nonprofit HR April 2013 - August 2013
MESIROW FINANCIAL February 2007 - April 2013
THE UNIVERSITY OF CHICAGO October 2004 - February 2007
THE CHICAGO PUBLIC SCHOOLS March 2003 - October 2004
HYDROSOL, INC November 2002 - March 2003
GROUP ONE TRADING February 2000 - July 2002
Skills
Employee Relations, Onboarding, Performance Management, Recruiting, Talent Management, Talent Acquisition, Succession Planning, Organizational..., Applicant Tracking..., Leadership, Conflict Resolution, Organizational..., Interviews, Deferred Compensation, Training, Workforce Planning, Employee Benefits, HR Consulting, Personnel Management, Coaching, Strategy, Change Management
Education
Saint Xavier University 1995 — 2000
B.A., Industrial/Organizational Psychology
Benefitdecisions, Inc. September 2013 - Present
Nonprofit HR April 2013 - August 2013
MESIROW FINANCIAL February 2007 - April 2013
THE UNIVERSITY OF CHICAGO October 2004 - February 2007
THE CHICAGO PUBLIC SCHOOLS March 2003 - October 2004
HYDROSOL, INC November 2002 - March 2003
GROUP ONE TRADING February 2000 - July 2002
Skills
Employee Relations, Onboarding, Performance Management, Recruiting, Talent Management, Talent Acquisition, Succession Planning, Organizational..., Applicant Tracking..., Leadership, Conflict Resolution, Organizational..., Interviews, Deferred Compensation, Training, Workforce Planning, Employee Benefits, HR Consulting, Personnel Management, Coaching, Strategy, Change Management
Education
Saint Xavier University 1995 — 2000
B.A., Industrial/Organizational Psychology
Desrye Morgan Desrye Morgan's Mesirow Financial Experience October 2009 - April 2011
Job Director at Wells Fargo Financial
Industry Investment Banking
Experience
Wells Fargo Financial April 2011 - Present
Wells Fargo Financial April 2011 - Present
Mesirow Financial October 2009 - April 2011
UBS Investment Bank June 2003 - June 2008
Rice Financial Products Company 1998 - 2000
Skills
Public Finance, Series 63, Capital Markets, Financial Modeling, Bonds, Investments, Series 7, Finance, Securities, Financial Analysis, Valuation, Fixed Income, Due Diligence, Investment Banking
Education
South Texas College of Law 1993 — 1996
J.D.
University of Houston 1985 — 1990
B.S., Political Science
Wells Fargo Financial April 2011 - Present
Wells Fargo Financial April 2011 - Present
Mesirow Financial October 2009 - April 2011
UBS Investment Bank June 2003 - June 2008
Rice Financial Products Company 1998 - 2000
Skills
Public Finance, Series 63, Capital Markets, Financial Modeling, Bonds, Investments, Series 7, Finance, Securities, Financial Analysis, Valuation, Fixed Income, Due Diligence, Investment Banking
Education
South Texas College of Law 1993 — 1996
J.D.
University of Houston 1985 — 1990
B.S., Political Science
Doug Leighner Doug Leighner's Mesirow Financial Experience May 2013 - Present
Job Vice President of Voice Operations at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial May 2013 - Present
Mesirow Financial May 2006 - Present
Illiana Financial Credit Union June 2000 - May 2006
Illiana Financial Credit Union 2000 - 2006
Skills
Cisco VoIP, Cisco Switching /..., Cisco UCCX Enterprise, Cisco CER ( E-911), Cisco Unity ( Voicemail), Telecommunications..., Telecom Expense..., Telecommunications, Cisco UCCX Scripting, ITIL v3 Foundations..., Microsoft Exchange, VoIP, Disaster Recovery, WAN, ITIL, IT Management, Data Center, Vendor Management
Education
Robert Morris University - Illinois 1997 — 1999
BBA, Computer Networking
Mesirow Financial May 2013 - Present
Mesirow Financial May 2006 - Present
Illiana Financial Credit Union June 2000 - May 2006
Illiana Financial Credit Union 2000 - 2006
Skills
Cisco VoIP, Cisco Switching /..., Cisco UCCX Enterprise, Cisco CER ( E-911), Cisco Unity ( Voicemail), Telecommunications..., Telecom Expense..., Telecommunications, Cisco UCCX Scripting, ITIL v3 Foundations..., Microsoft Exchange, VoIP, Disaster Recovery, WAN, ITIL, IT Management, Data Center, Vendor Management
Education
Robert Morris University - Illinois 1997 — 1999
BBA, Computer Networking
Harpreet Gulati's Mesirow Financial Experience April 2015 - Present
Job Senior Vice President and Head of Software Development
Industry Capital Markets
Experience
Mesirow Financial April 2015 - Present
Mesirow Financial December 2011 - Present
Mesirow Financial December 2011 - March 2015
UBS Investment Bank 2006 - December 2011
UBS Investment Bank 2002 - 2006
Skills
Rapid Application..., System Architecture, JAVA, Spring, Agile Methodologies, Hibernate, Fixed Income, Capital Markets, Derivatives, Investment Banking, Trading Systems, Financial Modeling, Risk Management, Valuation, FX Options, Fund Of Funds, Web 2.0 Development, Distributed Systems, Portfolio Management, Software Development, Business Analysis, Market Data, Equity Derivatives, Java
Education
The University of Chicago
University of Iowa 2000 — 2002
MS, computer science
Osmania University 1996 — 1999
BE, Engineering
Mesirow Financial April 2015 - Present
Mesirow Financial December 2011 - Present
Mesirow Financial December 2011 - March 2015
UBS Investment Bank 2006 - December 2011
UBS Investment Bank 2002 - 2006
Skills
Rapid Application..., System Architecture, JAVA, Spring, Agile Methodologies, Hibernate, Fixed Income, Capital Markets, Derivatives, Investment Banking, Trading Systems, Financial Modeling, Risk Management, Valuation, FX Options, Fund Of Funds, Web 2.0 Development, Distributed Systems, Portfolio Management, Software Development, Business Analysis, Market Data, Equity Derivatives, Java
Education
The University of Chicago
University of Iowa 2000 — 2002
MS, computer science
Osmania University 1996 — 1999
BE, Engineering
Benjamin Lieber Benjamin Lieber's Mesirow Financial Experience June 2014 - August 2014
Job Incoming Analyst at GCM Grosvenor
Industry Financial Services
Experience
Mesirow Financial June 2014 - August 2014
Mesirow Financial 2013 - 2013
Wateriders 2011 - 2012
Skills
Microsoft Excel, Microsoft Office, Economics, Investment Advisory, PowerPoint, Microsoft Word, Customer Service, Research, Teamwork, Public Speaking, Photoshop, Social Media, English, Windows, HTML, Outlook, Time Management, Teaching, Editing, Team Leadership
Education
Pomona College 2011 — 2015
Economics
Mesirow Financial June 2014 - August 2014
Mesirow Financial 2013 - 2013
Wateriders 2011 - 2012
Skills
Microsoft Excel, Microsoft Office, Economics, Investment Advisory, PowerPoint, Microsoft Word, Customer Service, Research, Teamwork, Public Speaking, Photoshop, Social Media, English, Windows, HTML, Outlook, Time Management, Teaching, Editing, Team Leadership
Education
Pomona College 2011 — 2015
Economics
Linda Matza's Mesirow Financial Experience Director of Sales and Marketing / Mesirow Wealth AdvisorsMesirow FinancialJuly 2015 - Present
Job Senior Managing Director, Mesirow Wealth Advisors at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial Director of Sales and Marketing / Mesirow Wealth AdvisorsMesirow FinancialJuly 2015 - Present
Hunter Business Group May 2013 - July 2015
Ziegler Capital Management, LLC June 2009 - July 2012
Ziegler Capital Management, LLC May 2005 - June 2009
Kemper Funds, Scudder Funds, DWS, Deutsche Bank 2000 - 2005
Kemper Funds, Scudder Funds 1994 - 2000
Kemper Funds 1989 - 1994
Skills
Mutual Funds, Investments, Asset Management, Asset Allocation, Marketing, ETFs, New Business Development, Product Development, Leadership, Separately Managed..., Retirement Planning, Management, Superior Client Service, Relationship Management, Public Speaking, Analytics, Alternative Investments, Financial Services, Institutional Sales, Qualified Retirement..., Retirement, Senior Living..., Marketing Strategy, Integrated Marketing, Fixed Annuities, Competitive Analysis, Non-profits..., UMA, B2B Marketing, Consultative Selling..., Project Team Management, Business Strategy
Education
St. Olaf College
BA, English, Psychology
Mesirow Financial Director of Sales and Marketing / Mesirow Wealth AdvisorsMesirow FinancialJuly 2015 - Present
Hunter Business Group May 2013 - July 2015
Ziegler Capital Management, LLC June 2009 - July 2012
Ziegler Capital Management, LLC May 2005 - June 2009
Kemper Funds, Scudder Funds, DWS, Deutsche Bank 2000 - 2005
Kemper Funds, Scudder Funds 1994 - 2000
Kemper Funds 1989 - 1994
Skills
Mutual Funds, Investments, Asset Management, Asset Allocation, Marketing, ETFs, New Business Development, Product Development, Leadership, Separately Managed..., Retirement Planning, Management, Superior Client Service, Relationship Management, Public Speaking, Analytics, Alternative Investments, Financial Services, Institutional Sales, Qualified Retirement..., Retirement, Senior Living..., Marketing Strategy, Integrated Marketing, Fixed Annuities, Competitive Analysis, Non-profits..., UMA, B2B Marketing, Consultative Selling..., Project Team Management, Business Strategy
Education
St. Olaf College
BA, English, Psychology
Michael Worsek Michael Worsek's Mesirow Financial Experience June 2010 - August 2010
Job MBA Candidate at Kellogg School of Management
Industry Higher Education
Experience
Northern Trust Corporation March 2013 - July 2015
Northern Trust Corporation August 2011 - March 2013
Mesirow Financial June 2010 - August 2010
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Northern Trust Corporation March 2013 - July 2015
Northern Trust Corporation August 2011 - March 2013
Mesirow Financial June 2010 - August 2010
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Eric Siegel Eric Siegel's Mesirow Financial Experience October 2001 - Present
Job Senior Managing Director at Mesirow Financial
Industry Investment Management
Experience
Mesirow Financial October 2001 - Present
Education
Syracuse University 1986 — 1990
Bachelor of Science (B.S.), Accounting, Cum Laude
Mesirow Financial October 2001 - Present
Education
Syracuse University 1986 — 1990
Bachelor of Science (B.S.), Accounting, Cum Laude
Joanne A. Smith, CFA Joanne A. Smith, CFA's Mesirow Financial Experience November 1996 - September 1997
Job Owner, Smith Luxury Travel, an Independent Affiliate of Brownell Travel
Industry Leisure, Travel & Tourism
Experience
Smith Luxury Travel, an Independent Affiliate of Brownell Travel - A Member of Virtuoso July 2015 - Present
Scotia Capital September 2010 - November 2014
Deutsche Asset Management September 2003 - April 2009
UBS Investment Bank September 1997 - April 2003
Mesirow Financial November 1996 - September 1997
Fox-Pitt, Kelton February 1992 - November 1996
Credit Suisse August 1987 - February 1992
Skills
Asset Management, Securities, Insurance, Equity Research, Bloomberg, Financial Services, Equities, Asset Managment, Hedge Funds, Portfolio Management, Alternative Investments, Life Insurance, Capital Markets, Investments, Fixed Income, Series 7, Investment Strategies, Financial Modeling, Valuation, Finance, Financial Analysis
Education
CFA Institute 2003 — 2007
Chartered Financial Analyst (CFA), 1997, Financial Analysis/Portfolio Management
Pace University 1984 — 1987
BA, Business Administration/Finance
Smith Luxury Travel, an Independent Affiliate of Brownell Travel - A Member of Virtuoso July 2015 - Present
Scotia Capital September 2010 - November 2014
Deutsche Asset Management September 2003 - April 2009
UBS Investment Bank September 1997 - April 2003
Mesirow Financial November 1996 - September 1997
Fox-Pitt, Kelton February 1992 - November 1996
Credit Suisse August 1987 - February 1992
Skills
Asset Management, Securities, Insurance, Equity Research, Bloomberg, Financial Services, Equities, Asset Managment, Hedge Funds, Portfolio Management, Alternative Investments, Life Insurance, Capital Markets, Investments, Fixed Income, Series 7, Investment Strategies, Financial Modeling, Valuation, Finance, Financial Analysis
Education
CFA Institute 2003 — 2007
Chartered Financial Analyst (CFA), 1997, Financial Analysis/Portfolio Management
Pace University 1984 — 1987
BA, Business Administration/Finance
Craig Sucharda's Mesirow Financial Experience July 2000 - December 2007
Job Vice President | Valuations Investment Product Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2012 - Present
Pasta Primo Italian Bistro December 2010 - April 2012
Northern Trust June 2008 - November 2010
Mesirow Financial July 2000 - December 2007
Morgan Stanley Smith Barney April 1998 - July 2000
TD Ameritrade 1996 - 1998
Skills
Financial Services, Risk Management, Finance, Securities, Investments, Mutual Funds, Customer Service, Process Improvement, Pricing, Valuation, Analysis, Human Resources, Fixed Income, Recruiting, Leadership, Management, Budgets, Social Networking, Equity Valuation, Third Party Vendor..., Customer Satisfaction, Customer Experience, Online Research, ASC 820, Microsoft Office, Microsoft Excel, Microsoft Sway, PowerPoint, Data Migration, Workshop Facilitation, ADP Payroll, Social Media Marketing, Advertising, Training, Big Data, Contextual Analysis, US GAAP reporting, Fair Value, Asset Management, Equities, Bloomberg, Financial Analysis, Financial Markets, Hedge Funds, Banking, Derivatives, Financial Risk, Alternative Investments, Business Analysis, Capital Markets
Education
Southern Illinois University, Carbondale 1987 — 1991
Communications
Northern Trust August 2012 - Present
Pasta Primo Italian Bistro December 2010 - April 2012
Northern Trust June 2008 - November 2010
Mesirow Financial July 2000 - December 2007
Morgan Stanley Smith Barney April 1998 - July 2000
TD Ameritrade 1996 - 1998
Skills
Financial Services, Risk Management, Finance, Securities, Investments, Mutual Funds, Customer Service, Process Improvement, Pricing, Valuation, Analysis, Human Resources, Fixed Income, Recruiting, Leadership, Management, Budgets, Social Networking, Equity Valuation, Third Party Vendor..., Customer Satisfaction, Customer Experience, Online Research, ASC 820, Microsoft Office, Microsoft Excel, Microsoft Sway, PowerPoint, Data Migration, Workshop Facilitation, ADP Payroll, Social Media Marketing, Advertising, Training, Big Data, Contextual Analysis, US GAAP reporting, Fair Value, Asset Management, Equities, Bloomberg, Financial Analysis, Financial Markets, Hedge Funds, Banking, Derivatives, Financial Risk, Alternative Investments, Business Analysis, Capital Markets
Education
Southern Illinois University, Carbondale 1987 — 1991
Communications
Jason Handler's Mesirow Financial Experience June 2015 - August 2015
Job Junior Analyst at The Orange Value Fund
Industry Financial Services
Experience
Orange Value Fund April 2015 - Present
Mesirow Financial June 2015 - August 2015
Skills
Microsoft Excel, Bloomberg, PowerPoint, Microsoft Office, Finance, Accounting, Teamwork, Social Networking, Access, Management, Impact Investing, Private Equity, Public Speaking, Research, Equity Research Analysis, Due Diligence, Leadership, Mutual Funds, Microsoft Word
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2017
Bachelor's Degree, Finance, Economics
Lake Forest High School 2008 — 2012
High School
Orange Value Fund April 2015 - Present
Mesirow Financial June 2015 - August 2015
Skills
Microsoft Excel, Bloomberg, PowerPoint, Microsoft Office, Finance, Accounting, Teamwork, Social Networking, Access, Management, Impact Investing, Private Equity, Public Speaking, Research, Equity Research Analysis, Due Diligence, Leadership, Mutual Funds, Microsoft Word
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2017
Bachelor's Degree, Finance, Economics
Lake Forest High School 2008 — 2012
High School
Beth Noles's Mesirow Financial Experience January 1987 - January 1988
Job
Industry
Experience
Fuchs Lubricants Co. June 2014 - April 2015
Fuchs Lubricants Co. January 1997 - June 2014
Fuchs Lubricants Co. January 1993 - January 1997
Fuchs Lubricants Co. September 1992 - January 1994
Porter Novelli January 1988 - August 1992
Mesirow Financial January 1987 - January 1988
William A. Lau & Co., Ltd January 1985 - January 1987
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, SAP, Outlook, Windows, Windows XP, Customer Service, Inventory Management, Manufacturing, Process Improvement, Continuous Improvement, Strategic Planning, Budgets
Education
Prairie State College
Computer and Information Sciences and Support Services
Fuchs Lubricants Co. June 2014 - April 2015
Fuchs Lubricants Co. January 1997 - June 2014
Fuchs Lubricants Co. January 1993 - January 1997
Fuchs Lubricants Co. September 1992 - January 1994
Porter Novelli January 1988 - August 1992
Mesirow Financial January 1987 - January 1988
William A. Lau & Co., Ltd January 1985 - January 1987
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, SAP, Outlook, Windows, Windows XP, Customer Service, Inventory Management, Manufacturing, Process Improvement, Continuous Improvement, Strategic Planning, Budgets
Education
Prairie State College
Computer and Information Sciences and Support Services
Cal Johnston's Mesirow Financial Experience May 2013 - July 2013
Job Cadet at The Citadel
Industry Financial Services
Experience
The Citadel August 2012 - Present
The Segal Group June 2015 - August 2015
River Branch Holdings May 2015 - June 2015
Mesirow Financial May 2013 - July 2013
Skills
Higher Education, Editing, Public Speaking, Teamwork, PowerPoint, Microsoft Word, Time Management, Microsoft Excel, Critical Thinking
Education
The Citadel 2012 — 2016
Business Administration and Management, General
The Citadel August 2012 - Present
The Segal Group June 2015 - August 2015
River Branch Holdings May 2015 - June 2015
Mesirow Financial May 2013 - July 2013
Skills
Higher Education, Editing, Public Speaking, Teamwork, PowerPoint, Microsoft Word, Time Management, Microsoft Excel, Critical Thinking
Education
The Citadel 2012 — 2016
Business Administration and Management, General
Bryan McCoy Bryan McCoy's Mesirow Financial Experience July 2008 - Present
Job Senior Managing Director at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial July 2008 - Present
UBS July 2006 - June 2008
Tahoma Capital January 2006 - July 2006
Morgan Stanley February 2003 - January 2006
Citi June 1991 - October 2002
Skills
Hedge Funds, Series 7, Securities, Series 63, Trading, Bonds, Alternative Investments, Asset Allocation, Fixed Income, Investments, Management, Investment Management, Fund Of Funds, FINRA, Investment Advisory
Education
University of Oregon 1987 — 1989
Bachelor of Science (BS), Political Science and Government
Southern Oregon University 1984 — 1986
Mesirow Financial July 2008 - Present
UBS July 2006 - June 2008
Tahoma Capital January 2006 - July 2006
Morgan Stanley February 2003 - January 2006
Citi June 1991 - October 2002
Skills
Hedge Funds, Series 7, Securities, Series 63, Trading, Bonds, Alternative Investments, Asset Allocation, Fixed Income, Investments, Management, Investment Management, Fund Of Funds, FINRA, Investment Advisory
Education
University of Oregon 1987 — 1989
Bachelor of Science (BS), Political Science and Government
Southern Oregon University 1984 — 1986
James Gaines, CFA James Gaines, CFA's Mesirow Financial Experience February 2015 - Present
Job Wealth Specialist, Mesirow Wealth Advisors
Industry Investment Management
Experience
Mesirow Financial February 2015 - Present
Saxony Capital Management, LLC July 2012 - February 2015
Rothschild Investment Corporation September 2008 - July 2012
Education
Santa Clara University 2003 — 2007
Bachelor of Science (BSc), Economics
New Trier High School 1999 — 2003
Mesirow Financial February 2015 - Present
Saxony Capital Management, LLC July 2012 - February 2015
Rothschild Investment Corporation September 2008 - July 2012
Education
Santa Clara University 2003 — 2007
Bachelor of Science (BSc), Economics
New Trier High School 1999 — 2003
Regina McClellan Regina McClellan's Mesirow Financial Experience April 2015 - Present
Job Corporate Accounts Payable Manager at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial April 2015 - Present
Mesirow Financial July 2012 - March 2015
Skills
Microsoft Office, Leadership, Property & Casualty..., Real Estate Accounting, Insurance Accounting, Illinois P&C Insurance..., Insurance, Financial Analysis
Education
Robert Morris University - Illinois 2008 — 2015
Bachelor’s Degree, Accounting
Mesirow Financial April 2015 - Present
Mesirow Financial July 2012 - March 2015
Skills
Microsoft Office, Leadership, Property & Casualty..., Real Estate Accounting, Insurance Accounting, Illinois P&C Insurance..., Insurance, Financial Analysis
Education
Robert Morris University - Illinois 2008 — 2015
Bachelor’s Degree, Accounting
Michael Breen Michael Breen's Mesirow Financial Experience May 2014 - Present
Job Wealth Specialist, Mesirow Wealth Advisors
Industry Investment Management
Experience
Mesirow Financial May 2014 - Present
Cross Keys Capital, LLC January 2014 - May 2014
Camp Timberlane June 2009 - August 2013
Huron Consulting Group October 2008 - May 2009
US Embassy London 2007 - 2007
Skills
Leadership, Management, Project Management, Program Management, Interviews, Staff Development, Microsoft Excel, Sales, Analysis, Sales Management, Mergers & Acquisitions, Data Analysis, Staff Management, Staff Supervision, Coaching Staff, Mentoring Of Staff, Cold Calling, Accreditation
Education
The University of Chicago - Booth School of Business 2013 — 2014
Master of Business Administration (M.B.A.)
University of Michigan 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Glenbrook North High School 2000 — 2004
Mesirow Financial May 2014 - Present
Cross Keys Capital, LLC January 2014 - May 2014
Camp Timberlane June 2009 - August 2013
Huron Consulting Group October 2008 - May 2009
US Embassy London 2007 - 2007
Skills
Leadership, Management, Project Management, Program Management, Interviews, Staff Development, Microsoft Excel, Sales, Analysis, Sales Management, Mergers & Acquisitions, Data Analysis, Staff Management, Staff Supervision, Coaching Staff, Mentoring Of Staff, Cold Calling, Accreditation
Education
The University of Chicago - Booth School of Business 2013 — 2014
Master of Business Administration (M.B.A.)
University of Michigan 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Glenbrook North High School 2000 — 2004
Monica Garza Monica Garza's Mesirow Financial Experience May 2009 - June 2009
Job Senior Corporate Relations Consultant at Allstate
Industry Public Relations and Communications
Experience
Allstate May 2015 - Present
Allstate February 2014 - April 2015
Allstate Insurance Company July 2013 - February 2014
Allstate Insurance Company July 2012 - July 2013
Allstate Insurance Company July 2011 - July 2012
Bell Flavors & Fragrances June 2010 - August 2010
Mesirow Financial May 2009 - June 2009
United States Gypsum Corporation June 2008 - August 2008
Skills
Analysis, Process Improvement, Team Leadership, Marketing Strategy, Marketing Communications, Social Media Marketing, Strategic Communications, Project Management, Business Process..., Marketing, Communication Skills, Communication
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor of Science, Business Administration-Marketing
Rotterdam School of Management 2010 — 2010
Master's Degree, Business; Leadership and Management concentration
New Trier High School 2003 — 2007
High School Diploma
Allstate May 2015 - Present
Allstate February 2014 - April 2015
Allstate Insurance Company July 2013 - February 2014
Allstate Insurance Company July 2012 - July 2013
Allstate Insurance Company July 2011 - July 2012
Bell Flavors & Fragrances June 2010 - August 2010
Mesirow Financial May 2009 - June 2009
United States Gypsum Corporation June 2008 - August 2008
Skills
Analysis, Process Improvement, Team Leadership, Marketing Strategy, Marketing Communications, Social Media Marketing, Strategic Communications, Project Management, Business Process..., Marketing, Communication Skills, Communication
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor of Science, Business Administration-Marketing
Rotterdam School of Management 2010 — 2010
Master's Degree, Business; Leadership and Management concentration
New Trier High School 2003 — 2007
High School Diploma
Martin Mulroe Martin Mulroe's Mesirow Financial Experience August 2013 - September 2014
Job President at KVK Technology Solutions
Industry Financial Services
Experience
KVK Technology Solutions October 2014 - Present
Mesirow Financial August 2013 - September 2014
Neuberger Berman July 2007 - June 2013
LightPoint Capital Management February 2002 - July 2007
Accenture June 1982 - December 2001
Skills
Fixed Income, Management, Asset Management, Capital Markets, Investments, Risk Management, Portfolio Management, Alternative Investments, Hedge Funds, Securities
Education
Loyola University of Chicago - Graduate School of Business 1984 — 1989
Master of Business Administration (M.B.A.), Accounting and Production Control
Loyola University of Chicago 1978 — 1982
Bachelor of Science (B.S.), Mathematics and Computer Science
KVK Technology Solutions October 2014 - Present
Mesirow Financial August 2013 - September 2014
Neuberger Berman July 2007 - June 2013
LightPoint Capital Management February 2002 - July 2007
Accenture June 1982 - December 2001
Skills
Fixed Income, Management, Asset Management, Capital Markets, Investments, Risk Management, Portfolio Management, Alternative Investments, Hedge Funds, Securities
Education
Loyola University of Chicago - Graduate School of Business 1984 — 1989
Master of Business Administration (M.B.A.), Accounting and Production Control
Loyola University of Chicago 1978 — 1982
Bachelor of Science (B.S.), Mathematics and Computer Science
Jon Biere Jon Biere's Mesirow Financial Experience June 2013 - January 2014
Job Software Developer
Industry Information Technology and Services
Experience
Rightpoint November 2014 - Present
Adage Technologies March 2014 - November 2014
Sogeti May 2012 - March 2014
Mesirow Financial June 2013 - January 2014
Career Education Corporation June 2012 - June 2013
Taylor University August 2008 - May 2012
Sentry Data Systems June 2011 - August 2011
Neuqua Valley Highschool May 2011 - August 2011
Taylor University August 2010 - May 2011
Lockheed Martin Corporation August 2010 - December 2010
Skills
Visual Studio, ASP.NET MVC, ASP.NET, HTML 5, JavaScript, PHP, jQuery, Agile Methodologies, TFS, AngularJS, WCF Services, Computer Repair, Unit Testing, CSS, phpMyAdmin, Ruby, Sitecore, XAML, KnockoutJS, Web Development, HTML5
Education
Taylor University 2008 — 2012
Bachelor of Science, Computer Science/Systems; Software Studios
Rightpoint November 2014 - Present
Adage Technologies March 2014 - November 2014
Sogeti May 2012 - March 2014
Mesirow Financial June 2013 - January 2014
Career Education Corporation June 2012 - June 2013
Taylor University August 2008 - May 2012
Sentry Data Systems June 2011 - August 2011
Neuqua Valley Highschool May 2011 - August 2011
Taylor University August 2010 - May 2011
Lockheed Martin Corporation August 2010 - December 2010
Skills
Visual Studio, ASP.NET MVC, ASP.NET, HTML 5, JavaScript, PHP, jQuery, Agile Methodologies, TFS, AngularJS, WCF Services, Computer Repair, Unit Testing, CSS, phpMyAdmin, Ruby, Sitecore, XAML, KnockoutJS, Web Development, HTML5
Education
Taylor University 2008 — 2012
Bachelor of Science, Computer Science/Systems; Software Studios
Justin Hunwick Justin Hunwick's Mesirow Financial Experience July 2008 - December 2011
Job Client Executive at Hylant
Industry Insurance
Experience
Hylant January 2012 - Present
Mesirow Financial July 2008 - December 2011
Oakland Companies August 2006 - June 2008
Skills
Property & Casualty..., Commercial Insurance, Risk Management, Professional Liability, Workers Compensation, Liability, Legal Liability, Brokers, Commercial Lines, Captives, Customer Retention, Real Estate Insurance, Employment Practices..., Directors & Officers..., Licensed Property &..., Sales Management, Customer Satisfaction, Underwriting, Employee Benefits, Sales, Marketing, Licensed Life & Health..., Casualty, Risk Management..., Executive Risk, Commercial Real Estate, Product Liability, Construction Insurance, Strategic Prospecting, Strategic Consulting, Financial Risk, New Business Development, Business Analysis, Contractual Risk..., Contract Negotiation
Education
Olivet College 2002 — 2006
BA, Major: Marketing, Minor: Insurance & Risk Management
Hartford School of Insurance
Hylant January 2012 - Present
Mesirow Financial July 2008 - December 2011
Oakland Companies August 2006 - June 2008
Skills
Property & Casualty..., Commercial Insurance, Risk Management, Professional Liability, Workers Compensation, Liability, Legal Liability, Brokers, Commercial Lines, Captives, Customer Retention, Real Estate Insurance, Employment Practices..., Directors & Officers..., Licensed Property &..., Sales Management, Customer Satisfaction, Underwriting, Employee Benefits, Sales, Marketing, Licensed Life & Health..., Casualty, Risk Management..., Executive Risk, Commercial Real Estate, Product Liability, Construction Insurance, Strategic Prospecting, Strategic Consulting, Financial Risk, New Business Development, Business Analysis, Contractual Risk..., Contract Negotiation
Education
Olivet College 2002 — 2006
BA, Major: Marketing, Minor: Insurance & Risk Management
Hartford School of Insurance
Nick Sumbles's Mesirow Financial Experience July 2011 - July 2012
Job Flood Underwriting Specialist at Gridiron Insurance
Industry Insurance
Experience
GRIDIRON INSURANCE April 2015 - Present
Bass Underwriters July 2012 - April 2015
Corporate Concierge Services July 2011 - July 2012
Mesirow Financial July 2011 - July 2012
RPW Headlamps June 2010 - July 2011
Samuel Morris Hall September 2008 - May 2010
Taylor Entrepreneurship Club September 2007 - May 2009
Hilton Chicago HotelSummer 2008 June 2008 - August 2008
Skills
Event Planning, Management, Entrepreneurship, Customer Service, Outlook, Event Management, Customer Satisfaction, Hotels, Catering, Time Management
Education
Taylor University 2006 — 2010
BA, Business Management
GRIDIRON INSURANCE April 2015 - Present
Bass Underwriters July 2012 - April 2015
Corporate Concierge Services July 2011 - July 2012
Mesirow Financial July 2011 - July 2012
RPW Headlamps June 2010 - July 2011
Samuel Morris Hall September 2008 - May 2010
Taylor Entrepreneurship Club September 2007 - May 2009
Hilton Chicago HotelSummer 2008 June 2008 - August 2008
Skills
Event Planning, Management, Entrepreneurship, Customer Service, Outlook, Event Management, Customer Satisfaction, Hotels, Catering, Time Management
Education
Taylor University 2006 — 2010
BA, Business Management
Kristie Paskvan Kristie Paskvan's Mesirow Financial Experience June 2014 - Present
Job Chief Financial Officer, Mesirow Financial, and President, Retirement Plan Advisory, Mesirow Financial Investment Mgmt
Industry Financial Services
Experience
Mesirow Financial June 2014 - Present
Mesirow Financial January 1997 - Present
Stein & Company 1995 - 1997
Stein & Company February 1992 - 1995
Urban Investment & Development/JMB Realty 1987 - 1992
Goldberg Geiser & Company 1980 - 1987
Skills
Board of Director..., Enterprise Risk..., Strategic Planning, Accounting, Auditing, Financial Services, Business Intelligence, Process Improvement, Project Teams, Series 27, Operations Management, Finance, Real Estate, Cash Flow Forecasting, Risk Management, Financial Analysis, Management, Due Diligence, Strategy, Mergers & Acquisitions, Leadership
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA
University of Illinois at Urbana-Champaign - College of Business
BS, Accounting
Mesirow Financial June 2014 - Present
Mesirow Financial January 1997 - Present
Stein & Company 1995 - 1997
Stein & Company February 1992 - 1995
Urban Investment & Development/JMB Realty 1987 - 1992
Goldberg Geiser & Company 1980 - 1987
Skills
Board of Director..., Enterprise Risk..., Strategic Planning, Accounting, Auditing, Financial Services, Business Intelligence, Process Improvement, Project Teams, Series 27, Operations Management, Finance, Real Estate, Cash Flow Forecasting, Risk Management, Financial Analysis, Management, Due Diligence, Strategy, Mergers & Acquisitions, Leadership
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA
University of Illinois at Urbana-Champaign - College of Business
BS, Accounting
Bruce McGuire Bruce McGuire's Mesirow Financial Experience November 2010 - Present
Job Mesirow Advanced Strategies
Industry Investment Management
Experience
Mesirow Financial November 2010 - Present
Global Alpha Forum March 2007 - Present
Connecticut Hedge Fund Association 2004 - 2015
Bank of America Merrill Lynch September 2006 - November 2010
Arrow Partners April 2002 - April 2004
Goldman Sachs August 1997 - January 2002
MFS Investment Management March 1993 - August 1997
Trotta & Trotta January 1991 - February 1993
Skills
Asset Management, Alternative Investments, Investment Management, Institutional..., Hedge Funds, Fund Of Funds, Mutual Funds, Private Placements, Pension Funds, Capital Markets, Private Banking, Public Speaking, Organizational..., Customer Relations, Marketing Strategy, Retirement Planning, Series 7, Series 6, Series 63, Series 65, Series 31, Series 22
Education
Quinnipiac University School of Law 1989 — 1991
JD, Law
University of Miami 1983 — 1987
AB
Mesirow Financial November 2010 - Present
Global Alpha Forum March 2007 - Present
Connecticut Hedge Fund Association 2004 - 2015
Bank of America Merrill Lynch September 2006 - November 2010
Arrow Partners April 2002 - April 2004
Goldman Sachs August 1997 - January 2002
MFS Investment Management March 1993 - August 1997
Trotta & Trotta January 1991 - February 1993
Skills
Asset Management, Alternative Investments, Investment Management, Institutional..., Hedge Funds, Fund Of Funds, Mutual Funds, Private Placements, Pension Funds, Capital Markets, Private Banking, Public Speaking, Organizational..., Customer Relations, Marketing Strategy, Retirement Planning, Series 7, Series 6, Series 63, Series 65, Series 31, Series 22
Education
Quinnipiac University School of Law 1989 — 1991
JD, Law
University of Miami 1983 — 1987
AB
Jeffrey Schvimer Jeffrey Schvimer's Mesirow Financial Experience July 1995 - December 2011
Job Senior Investment Advisor at PNC Bank
Industry Investment Management
Experience
PNC Bank January 2012 - Present
Mesirow Financial July 1995 - December 2011
Morgan Stanley 1989 - 1995
American National Bank 1982 - 1989
Skills
Research, Compliance, Operations, Portfolio Management, Equities, Fixed Income
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Finance
University of Chicago 1975 — 1979
BA, English
PNC Bank January 2012 - Present
Mesirow Financial July 1995 - December 2011
Morgan Stanley 1989 - 1995
American National Bank 1982 - 1989
Skills
Research, Compliance, Operations, Portfolio Management, Equities, Fixed Income
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Finance
University of Chicago 1975 — 1979
BA, English
Mary Kate Manion's Mesirow Financial Experience June 2012 - August 2012
Job Student at St. Norbert College
Industry Marketing and Advertising
Experience
P.F. Chang's China Bistro June 2009 - Present
Mesirow Financial June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, English, Social Networking, Time Management, Facebook
Education
St. Norbert College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
P.F. Chang's China Bistro June 2009 - Present
Mesirow Financial June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, English, Social Networking, Time Management, Facebook
Education
St. Norbert College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Tiffany Etheridge Tiffany Etheridge's Mesirow Financial Experience September 2003 - September 2005
Job Property Management Team Leader at NAI Southern Real Estate
Industry Real Estate
Experience
NAI Southern Real Estate March 2014 - Present
NAI Southern Real Estate April 2007 - Present
American Bar Association September 2005 - January 2007
Mesirow Financial September 2003 - September 2005
Skills
Real Estate Transactions, Real Estate, Leases, Retail, Buyer Representation, Leasing, Lease Audit, Property Management, Lease Administration, Location Intelligence, Sellers, Tenant, Commercial Real Estate, Contract Negotiation, Marketing, Investments, Landlords, Brokerage, Lease Negotiations
Education
Nova Southeastern University 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of North Carolina at Charlotte 2007 — 2009
Accounting, Accounting and Business/Management
University of South Carolina-Columbia 1997 — 2002
BS, Adminstrative Information Management
NAI Southern Real Estate March 2014 - Present
NAI Southern Real Estate April 2007 - Present
American Bar Association September 2005 - January 2007
Mesirow Financial September 2003 - September 2005
Skills
Real Estate Transactions, Real Estate, Leases, Retail, Buyer Representation, Leasing, Lease Audit, Property Management, Lease Administration, Location Intelligence, Sellers, Tenant, Commercial Real Estate, Contract Negotiation, Marketing, Investments, Landlords, Brokerage, Lease Negotiations
Education
Nova Southeastern University 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of North Carolina at Charlotte 2007 — 2009
Accounting, Accounting and Business/Management
University of South Carolina-Columbia 1997 — 2002
BS, Adminstrative Information Management
Emily McBride Emily McBride's Mesirow Financial Experience September 2013 - Present
Job Account Manager at Mesirow Financial
Industry Insurance
Experience
Mesirow Financial September 2013 - Present
Edwards Insurance Agency Inc May 2010 - September 2013
Saint Xavier University May 2009 - May 2012
Hallberg Valek Allstate Insurance Agency November 2005 - May 2010
Skills
Management, Leadership, Workers Compensation, Account Management, Salesforce.com, Cold Calling, Property & Casualty..., Commercial Insurance, Recruiting, Strategic Planning, Team Building, Coaching, Professional Liability, Marketing Strategy, Customer Satisfaction, General Insurance, New Business Development, Risk Management, Liability, Social Media Marketing
Education
Saint Xavier University 2009 — 2012
Industrial and Organizational Psychology
Mesirow Financial September 2013 - Present
Edwards Insurance Agency Inc May 2010 - September 2013
Saint Xavier University May 2009 - May 2012
Hallberg Valek Allstate Insurance Agency November 2005 - May 2010
Skills
Management, Leadership, Workers Compensation, Account Management, Salesforce.com, Cold Calling, Property & Casualty..., Commercial Insurance, Recruiting, Strategic Planning, Team Building, Coaching, Professional Liability, Marketing Strategy, Customer Satisfaction, General Insurance, New Business Development, Risk Management, Liability, Social Media Marketing
Education
Saint Xavier University 2009 — 2012
Industrial and Organizational Psychology
Dan O'Neill Dan O'Neill's Mesirow Financial Experience January 2010 - November 2012
Job Manager, Team Operations, Houston Astros
Industry Sports
Experience
Houston Astros November 2012 - Present
Mesirow Financial January 2010 - November 2012
Oak Street Capital Management, LLC March 2005 - July 2009
Northern Trust July 2001 - March 2005
Philadelphia Phillies 1999 - 2001
Education
University of Illinois at Urbana-Champaign 1995 — 1999
B.A., Liberal Arts
The University of Chicago Booth School of Business
MBA, Accounting and Finance
Houston Astros November 2012 - Present
Mesirow Financial January 2010 - November 2012
Oak Street Capital Management, LLC March 2005 - July 2009
Northern Trust July 2001 - March 2005
Philadelphia Phillies 1999 - 2001
Education
University of Illinois at Urbana-Champaign 1995 — 1999
B.A., Liberal Arts
The University of Chicago Booth School of Business
MBA, Accounting and Finance
Mark May Mark May's Mesirow Financial Experience 2009 - 2011
Job Development at The John Buck Compnay
Industry Real Estate
Experience
The John Buck Company January 2014 - Present
Irgens Development Partners, LLC October 2011 - 2013
Mesirow Financial 2009 - 2011
Forest City Enterprises 2006 - 2008
Central Station / Fogelson 2005 - 2006
Riverside Park LLC 2001 - 2005
Classic Residence by Hyatt 1999 - 2001
Mesirow Financial 1993 - 1999
Stein & Company 1993 - 1999
Skidmore Owings & Merrill LLP (SOM) 1983 - 1991
Skills
Brokerage, Property Management, Real Estate Development, Real Estate Economics, Commercial Real Estate, Real Estate, Disposition, Residential Homes, Investment Properties
Education
The University of Chicago Booth School of Business 1991 — 1993
Business
University of Illinois at Urbana-Champaign 1980 — 1985
Architecture
Hoffman Estates High School 1974 — 1978
The John Buck Company January 2014 - Present
Irgens Development Partners, LLC October 2011 - 2013
Mesirow Financial 2009 - 2011
Forest City Enterprises 2006 - 2008
Central Station / Fogelson 2005 - 2006
Riverside Park LLC 2001 - 2005
Classic Residence by Hyatt 1999 - 2001
Mesirow Financial 1993 - 1999
Stein & Company 1993 - 1999
Skidmore Owings & Merrill LLP (SOM) 1983 - 1991
Skills
Brokerage, Property Management, Real Estate Development, Real Estate Economics, Commercial Real Estate, Real Estate, Disposition, Residential Homes, Investment Properties
Education
The University of Chicago Booth School of Business 1991 — 1993
Business
University of Illinois at Urbana-Champaign 1980 — 1985
Architecture
Hoffman Estates High School 1974 — 1978
Timothy McNally's Mesirow Financial Experience June 2008 - August 2008
Job Foreign Service Officer at U.S. Department of State
Industry International Affairs
Experience
U.S. Department of State January 2014 - Present
Goldman Sachs July 2011 - January 2014
University of Southern California September 2008 - May 2011
Goldman Sachs June 2010 - August 2010
Marketing Werks May 2009 - August 2009
Mesirow Financial June 2008 - August 2008
Skills
International Relations, Spanish, Politics, Leadership, Management, Finance, Marketing, Event Management, Analysis, Economics, Microsoft Excel, Government
Education
University of Southern California 2008 — 2011
B.A.
The American University in Cairo 2010 — 2010
International Study Abroad Student (Fall 2010)
U.S. Department of State January 2014 - Present
Goldman Sachs July 2011 - January 2014
University of Southern California September 2008 - May 2011
Goldman Sachs June 2010 - August 2010
Marketing Werks May 2009 - August 2009
Mesirow Financial June 2008 - August 2008
Skills
International Relations, Spanish, Politics, Leadership, Management, Finance, Marketing, Event Management, Analysis, Economics, Microsoft Excel, Government
Education
University of Southern California 2008 — 2011
B.A.
The American University in Cairo 2010 — 2010
International Study Abroad Student (Fall 2010)
Eric Perry's Mesirow Financial Experience March 2009 - June 2012
Job Director, Business Development
Industry Investment Management
Experience
Varde Partners June 2012 - Present
Mesirow Financial March 2009 - June 2012
UBS October 2004 - March 2009
Progressive Insurance August 1996 - October 2004
Education
St. Cloud State University 1993 — 1996
Varde Partners June 2012 - Present
Mesirow Financial March 2009 - June 2012
UBS October 2004 - March 2009
Progressive Insurance August 1996 - October 2004
Education
St. Cloud State University 1993 — 1996
Anna Prescott's Mesirow Financial Experience June 2015 - August 2015
Job Student at The Ohio State University
Industry
Experience
Mesirow Financial June 2015 - August 2015
Calamos Investments June 2014 - August 2014
Education
The Ohio State University 2012 — 2016
Bachelor of Science in Business Administration, Economics and Marketing, Senior
Naperville North High School 2008 — 2012
Mesirow Financial June 2015 - August 2015
Calamos Investments June 2014 - August 2014
Education
The Ohio State University 2012 — 2016
Bachelor of Science in Business Administration, Economics and Marketing, Senior
Naperville North High School 2008 — 2012
Stephen Isaacson Stephen Isaacson's Mesirow Financial Experience January 1988 - January 1991
Job Senior Vice President Institutional Fixed Income Sales at Northland Securities
Industry Financial Services
Experience
Northland Securities December 2009 - Present
B.C. Ziegler & Company January 1994 - May 2009
Rodman & Renshaw January 1991 - January 1994
Mesirow Financial January 1988 - January 1991
Robert W. Baird October 1985 - January 1988
Skills
Bonds, Fixed Income, Trading, Investments, Debt
Education
San Diego State University-California State University
B.A., International Relations, Radio-Television Broadcasting, Aerospace Studies
Northland Securities December 2009 - Present
B.C. Ziegler & Company January 1994 - May 2009
Rodman & Renshaw January 1991 - January 1994
Mesirow Financial January 1988 - January 1991
Robert W. Baird October 1985 - January 1988
Skills
Bonds, Fixed Income, Trading, Investments, Debt
Education
San Diego State University-California State University
B.A., International Relations, Radio-Television Broadcasting, Aerospace Studies
Lee M. Gordon's Mesirow Financial Experience May 1992 - Present
Job Senior Managing Director/CEO Mesirow Wealth Advisors
Industry Investment Management
Experience
Mesirow Financial May 1992 - Present
Skills
Investment Advisory, Wealth Management, Estate Planning, Portfolio Management, Personal Financial..., Retirement Planning
Education
University of Illinois at Urbana-Champaign 1981 — 1985
Accounting, Accounting
The London School of Economics and Political Science (LSE) 1984 — 1984
N/A, Economics
Mesirow Financial May 1992 - Present
Skills
Investment Advisory, Wealth Management, Estate Planning, Portfolio Management, Personal Financial..., Retirement Planning
Education
University of Illinois at Urbana-Champaign 1981 — 1985
Accounting, Accounting
The London School of Economics and Political Science (LSE) 1984 — 1984
N/A, Economics
Casey R. McCarthy's Mesirow Financial Experience February 2006 - Present
Job Managing Director, Structured Settlements Mesirow Financial
Industry Insurance
Experience
Mesirow Financial February 2006 - Present
Settlement Planning Associates September 2001 - February 2006
EPS Settlements Group May 1986 - September 2001
Skills
Negotiation, Damage Analysis, Insurance, Claims, Claim, Hazard Analysis, Litigation Management, Personal Injury, Casualty, Professional Liability, Claims Management, Liability, Employee Benefits, Workers Compensation, Legal Liability, Litigation, Casualty Insurance, Property & Casualty..., Commercial Insurance
Education
Quinlan School of Business, Loyola University Chicago 1983 — 1985
MBA, Finance
University of Dayton 1971 — 1975
BS, Business Management
Mesirow Financial February 2006 - Present
Settlement Planning Associates September 2001 - February 2006
EPS Settlements Group May 1986 - September 2001
Skills
Negotiation, Damage Analysis, Insurance, Claims, Claim, Hazard Analysis, Litigation Management, Personal Injury, Casualty, Professional Liability, Claims Management, Liability, Employee Benefits, Workers Compensation, Legal Liability, Litigation, Casualty Insurance, Property & Casualty..., Commercial Insurance
Education
Quinlan School of Business, Loyola University Chicago 1983 — 1985
MBA, Finance
University of Dayton 1971 — 1975
BS, Business Management
Adrian Nazario MBA/MIS Adrian Nazario MBA/MIS's Mesirow Financial Experience July 2011 - November 2014
Job
Industry Information Technology and Services
Experience
ZS Associates March 2015 - Present
Blick Art Materials November 2014 - February 2015
Mesirow Financial July 2011 - November 2014
CSC September 2010 - July 2011
CSC November 2008 - August 2010
Robert Morris University, Chicago, IL May 2007 - October 2008
Breakwater Trading December 2006 - May 2007
Skills
Information Technology, Troubleshooting, Microsoft Office, Leadership, Network Security, Active Directory, Networking, System Administration, Firewalls, VMware, Citrix, ITIL, IT Management, Higher Education, Network Administration, Windows 7, Business Intelligence, Windows, Data Center, Microsoft Exchange, Software Documentation, Technical Support, IT Strategy, Project Planning, Quality Assurance, Virtualization, Linux, Computer Forensics, Servers, SharePoint, CRM, Windows Server, IT Operations, Project Management, Mac OS, Metasploit, Network Engineering, Microsoft SQL Server, SAN, Hospitality, User Acceptance Testing, Business Networking, Social Networking, Core Impact, DNS, Innovation, Problem Solving, Financial Markets
Education
Robert Morris University 2009 — 2009
Master, Business Administration
Robert Morris University 2007 — 2009
MIS, Information Systems
ZS Associates March 2015 - Present
Blick Art Materials November 2014 - February 2015
Mesirow Financial July 2011 - November 2014
CSC September 2010 - July 2011
CSC November 2008 - August 2010
Robert Morris University, Chicago, IL May 2007 - October 2008
Breakwater Trading December 2006 - May 2007
Skills
Information Technology, Troubleshooting, Microsoft Office, Leadership, Network Security, Active Directory, Networking, System Administration, Firewalls, VMware, Citrix, ITIL, IT Management, Higher Education, Network Administration, Windows 7, Business Intelligence, Windows, Data Center, Microsoft Exchange, Software Documentation, Technical Support, IT Strategy, Project Planning, Quality Assurance, Virtualization, Linux, Computer Forensics, Servers, SharePoint, CRM, Windows Server, IT Operations, Project Management, Mac OS, Metasploit, Network Engineering, Microsoft SQL Server, SAN, Hospitality, User Acceptance Testing, Business Networking, Social Networking, Core Impact, DNS, Innovation, Problem Solving, Financial Markets
Education
Robert Morris University 2009 — 2009
Master, Business Administration
Robert Morris University 2007 — 2009
MIS, Information Systems
William P. Sutter, Jr.'s Mesirow Financial Experience July 1984 - June 2001
Job Professor, Kellogg School of Management
Industry Venture Capital & Private Equity
Experience
Kellogg School of Management 2001 - Present
Lakeview Fund Advisors, Inc. January 2012 - Present
Hopewell Ventures July 2003 - Present
Wildcat Angels September 2009 - Present
Regent Communications 2006 - 2009
Mesirow Financial July 1984 - June 2001
Smith Barney 1983 - 1984
Skills
Venture Capital, Private Equity, Entrepreneurship, Due Diligence, Mergers, Financial Modeling, Start-ups, Financial Analysis, Business Strategy, Strategic Planning, Valuation, Competitive Analysis, Corporate Finance, New Business Development, Business Development, Management Consulting, Investments, Corporate Development, Business Planning, Equities, Mergers & Acquisitions, Strategy, Executive Management, Corporate Governance, Angel Investing
Education
Stanford University Graduate School of Business 1981 — 1983
MBA, Finance
Yale University 1975 — 1979
BA, Economics, Honors
Kellogg School of Management 2001 - Present
Lakeview Fund Advisors, Inc. January 2012 - Present
Hopewell Ventures July 2003 - Present
Wildcat Angels September 2009 - Present
Regent Communications 2006 - 2009
Mesirow Financial July 1984 - June 2001
Smith Barney 1983 - 1984
Skills
Venture Capital, Private Equity, Entrepreneurship, Due Diligence, Mergers, Financial Modeling, Start-ups, Financial Analysis, Business Strategy, Strategic Planning, Valuation, Competitive Analysis, Corporate Finance, New Business Development, Business Development, Management Consulting, Investments, Corporate Development, Business Planning, Equities, Mergers & Acquisitions, Strategy, Executive Management, Corporate Governance, Angel Investing
Education
Stanford University Graduate School of Business 1981 — 1983
MBA, Finance
Yale University 1975 — 1979
BA, Economics, Honors
Frank Zhang (张峰)'s Mesirow Financial Experience 1996 - 1999
Job Senior Software Developer at Gelber Group LLC
Industry Financial Services
Experience
Gelber Group LLC December 2011 - Present
Spot Trading LLC April 2008 - December 2011
Calamos Investments 2006 - 2008
Archipelago (NYSE) 2002 - 2006
Bank of America 1999 - 2002
Mesirow Financial 1996 - 1999
Chicago Stock Exchange 1994 - 1996
Northwestern University 1991 - 1994
Skills
Multithreading, Trading Systems, Low Latency, Electronic Trading, Market Data, C++, C#, Java, Perl, STL, Visual Studio, TCP/IP, IPC, Windows, Linux, Unix, Options, Derivatives, Databases, SQL, ETL, OOP, Object Oriented Design, Design Patterns, Agile Methodologies, Microsoft SQL Server
Education
Southern Illinois University, Carbondale 1989 — 1991
M.S., Statistics
Zhejiang University 1986 — 1989
M.S., Computer Science
Zhejiang University 1982 — 1986
B.S., Computer Science
Yuyao High
Gelber Group LLC December 2011 - Present
Spot Trading LLC April 2008 - December 2011
Calamos Investments 2006 - 2008
Archipelago (NYSE) 2002 - 2006
Bank of America 1999 - 2002
Mesirow Financial 1996 - 1999
Chicago Stock Exchange 1994 - 1996
Northwestern University 1991 - 1994
Skills
Multithreading, Trading Systems, Low Latency, Electronic Trading, Market Data, C++, C#, Java, Perl, STL, Visual Studio, TCP/IP, IPC, Windows, Linux, Unix, Options, Derivatives, Databases, SQL, ETL, OOP, Object Oriented Design, Design Patterns, Agile Methodologies, Microsoft SQL Server
Education
Southern Illinois University, Carbondale 1989 — 1991
M.S., Statistics
Zhejiang University 1986 — 1989
M.S., Computer Science
Zhejiang University 1982 — 1986
B.S., Computer Science
Yuyao High
JONATHAN REINSDORF's Mesirow Financial Experience 1999 - 2002
Job President at FroogaliT
Industry Financial Services
Experience
FroogaliT 2012 - Present
TripleShot LLC March 2014 - Present
The Education Alliance 2007 - Present
Stonegate Development Partners, LLC 2005 - Present
Michigan Avenue Real Estate Group 2009 - 2013
Mesirow Financial 1999 - 2002
EVEREN Securities, Inc. 1998 - 1999
Katten Muchin & Zavis 1995 - 1998
Skills
Online Payment Solutions, Connectivity, Strategic Thinking, Mobile Payments, Credit Card Transaction..., Business Development, Strategic Partnerships, Business Strategy, Sales, Management, Strategic Planning, Strategy, Finance, Marketing Strategy, Mergers, Mergers & Acquisitions, Executive Management, Start-ups
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Finance and Accounting
Northwestern University School of Law 1992 — 1995
JD
University of Arizona 1988 — 1992
BA, Finance
FroogaliT 2012 - Present
TripleShot LLC March 2014 - Present
The Education Alliance 2007 - Present
Stonegate Development Partners, LLC 2005 - Present
Michigan Avenue Real Estate Group 2009 - 2013
Mesirow Financial 1999 - 2002
EVEREN Securities, Inc. 1998 - 1999
Katten Muchin & Zavis 1995 - 1998
Skills
Online Payment Solutions, Connectivity, Strategic Thinking, Mobile Payments, Credit Card Transaction..., Business Development, Strategic Partnerships, Business Strategy, Sales, Management, Strategic Planning, Strategy, Finance, Marketing Strategy, Mergers, Mergers & Acquisitions, Executive Management, Start-ups
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Finance and Accounting
Northwestern University School of Law 1992 — 1995
JD
University of Arizona 1988 — 1992
BA, Finance
Dennis R. Coll's Mesirow Financial Experience 1994 - 1998
Job Business Coach/Owner at TAB Chicago and Owner, TAB
Industry Management Consulting
Experience
BFS Business Consultants, Inc. January 2005 - Present
BFS Business Consultants, Inc. 1976 - Present
Mesirow Financial 1994 - 1998
Murdoch & Coll, Inc. 1976 - 1994
Skills
Small business..., Small Business, Business Strategy, Army, Business Planning, Leadership Development, Management, Leadership, Mergers & Acquisitions, Executive Coaching, Training
Education
The University of Chicago - Booth School of Business 1971 — 1973
Masters, Business Administration and Management, General
United States Military Academy at West Point 1961 — 1965
BS - Engineering, Engineering
BFS Business Consultants, Inc. January 2005 - Present
BFS Business Consultants, Inc. 1976 - Present
Mesirow Financial 1994 - 1998
Murdoch & Coll, Inc. 1976 - 1994
Skills
Small business..., Small Business, Business Strategy, Army, Business Planning, Leadership Development, Management, Leadership, Mergers & Acquisitions, Executive Coaching, Training
Education
The University of Chicago - Booth School of Business 1971 — 1973
Masters, Business Administration and Management, General
United States Military Academy at West Point 1961 — 1965
BS - Engineering, Engineering
Jaime Leivers, CFA's Mesirow Financial Experience June 2001 - June 2006
Job Fixed Income Portfolio Analyst at AmTrust Financial Services, Inc. (AFSI)
Industry Investment Management
Experience
M. Safra June 2006 - December 2009
Mesirow Financial June 2001 - June 2006
Ennis Knupp & Associates February 2000 - May 2001
Skills
Hedge Funds, Equities, Fixed Income, Risk Management, Derivatives, Portfolio Management, Investments, Fund Of Funds, Alternative Investments, Bloomberg, Trading, Options, FX Options, Asset Allocation, Valuation
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Finance and Economics, 3.0 GPA
University of Illinois at Urbana-Champaign 1996 — 1999
Bachelor of Arts (B.A.), Finance, General
M. Safra June 2006 - December 2009
Mesirow Financial June 2001 - June 2006
Ennis Knupp & Associates February 2000 - May 2001
Skills
Hedge Funds, Equities, Fixed Income, Risk Management, Derivatives, Portfolio Management, Investments, Fund Of Funds, Alternative Investments, Bloomberg, Trading, Options, FX Options, Asset Allocation, Valuation
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Finance and Economics, 3.0 GPA
University of Illinois at Urbana-Champaign 1996 — 1999
Bachelor of Arts (B.A.), Finance, General
Markin, Eric's Mesirow Financial Experience March 2014 - Present
Job Mesirow Financial Investment Banking
Industry Investment Banking
Experience
Mesirow Financial March 2014 - Present
peacecare 2010 - Present
Mesirow Financial Consulting November 2006 - Present
Peace Corps Guatemala May 2004 - August 2006
HFR Asset Management 2003 - 2004
Skills
Financial Analysis, Valuation, Hedge Funds, Alternative Investments, Due Diligence, Financial Modeling, Corporate Finance, Capital Markets, Venture Capital, Mergers & Acquisitions, Networking, Community Outreach, Entrepreneurship, Business Intelligence, Volunteering, Nonprofits
Education
Kellogg Graduate School of Management 2011 — 2014
University of Wisconsin-Madison 1999 — 2003
Bachelors in Business Administration, Finance
Ulpan
Mesirow Financial March 2014 - Present
peacecare 2010 - Present
Mesirow Financial Consulting November 2006 - Present
Peace Corps Guatemala May 2004 - August 2006
HFR Asset Management 2003 - 2004
Skills
Financial Analysis, Valuation, Hedge Funds, Alternative Investments, Due Diligence, Financial Modeling, Corporate Finance, Capital Markets, Venture Capital, Mergers & Acquisitions, Networking, Community Outreach, Entrepreneurship, Business Intelligence, Volunteering, Nonprofits
Education
Kellogg Graduate School of Management 2011 — 2014
University of Wisconsin-Madison 1999 — 2003
Bachelors in Business Administration, Finance
Ulpan
Brian Taich's Mesirow Financial Experience 2014 - Present
Job Senior Vice President, Insurance Services Division at Mesirow Financial
Industry Insurance
Experience
Mesirow Financial 2014 - Present
Mesirow Financial 2003 - 2014
Near North Insurance Brokerage October 1999 - August 2003
Skills
Marketing Strategy, Rate/Pricing Negotiation, Risk Management, Business Development, Financial Analysis, Investments, Account Management, Leadership, Commercial Insurance, Training, Negotiation, Strategy, New Business Development, General Insurance, Strategic Planning, Team Building, Mergers & Acquisitions, Management, Microsoft Office, Program Management, Key Account Management, Long Term Business..., Long-term Customer..., Property, Team Leadership, Workers Compensation
Education
The Ohio State University Fisher College of Business 1995 — 1999
Beachwood High School 1991 — 1995
Mesirow Financial 2014 - Present
Mesirow Financial 2003 - 2014
Near North Insurance Brokerage October 1999 - August 2003
Skills
Marketing Strategy, Rate/Pricing Negotiation, Risk Management, Business Development, Financial Analysis, Investments, Account Management, Leadership, Commercial Insurance, Training, Negotiation, Strategy, New Business Development, General Insurance, Strategic Planning, Team Building, Mergers & Acquisitions, Management, Microsoft Office, Program Management, Key Account Management, Long Term Business..., Long-term Customer..., Property, Team Leadership, Workers Compensation
Education
The Ohio State University Fisher College of Business 1995 — 1999
Beachwood High School 1991 — 1995
Jason Shook's Mesirow Financial Experience 2002 - 2004
Job Vice President, Business Development Aviation Advisor, Inc.
Industry Airlines/Aviation
Experience
DB Aviation, Inc. 2004 - 2011
Mesirow Financial 2002 - 2004
Education
Purdue University 1993 — 1997
DB Aviation, Inc. 2004 - 2011
Mesirow Financial 2002 - 2004
Education
Purdue University 1993 — 1997
Juliana Attwood's Mesirow Financial Experience July 2012 - June 2014
Job Institutional Corporate Sales
Industry Financial Services
Experience
Mesirow Financial July 2012 - June 2014
Oppenheimer & Co. October 2010 - June 2012
JVB Financial Group, LLC 2009 - September 2010
Hapoalim Securities 2008 - 2009
Sanders Morris Harris January 2006 - October 2007
Advest, Inc. July 2005 - December 2005
First Albany Capital 1994 - 2005
Chemical Securities, Inc. 1981 - 1994
Skills
Credit, Fixed Income, Hedge Funds, Investments, Bloomberg, MBS, Asset Allocation, Trading, ABS, Valuation, Financial Analysis, Series 7, Series 63, Equities, Asset Management, Financial Markets, Structured Finance, High Yield, Finance, Structured Products, Derivatives, Economics, CMBS, Institutional..., Emerging Markets, Equity Research, Investment Strategies, Options, Mutual Funds, CDO, Wealth Management, FINRA, Due Diligence, Corporate Finance, Electronic Trading, Trading Systems, Venture Capital, Credit Analysis, Investor Relations, Equity Derivatives, ETFs, Business Development, Bloomberg Terminal, Private Placements, Financial Risk, Risk Management, Leveraged Finance, Credit Risk, Relationship Management, Loans
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, General
Trinity College-Hartford
Bachelor of Science (BS), Biology, General
Mesirow Financial July 2012 - June 2014
Oppenheimer & Co. October 2010 - June 2012
JVB Financial Group, LLC 2009 - September 2010
Hapoalim Securities 2008 - 2009
Sanders Morris Harris January 2006 - October 2007
Advest, Inc. July 2005 - December 2005
First Albany Capital 1994 - 2005
Chemical Securities, Inc. 1981 - 1994
Skills
Credit, Fixed Income, Hedge Funds, Investments, Bloomberg, MBS, Asset Allocation, Trading, ABS, Valuation, Financial Analysis, Series 7, Series 63, Equities, Asset Management, Financial Markets, Structured Finance, High Yield, Finance, Structured Products, Derivatives, Economics, CMBS, Institutional..., Emerging Markets, Equity Research, Investment Strategies, Options, Mutual Funds, CDO, Wealth Management, FINRA, Due Diligence, Corporate Finance, Electronic Trading, Trading Systems, Venture Capital, Credit Analysis, Investor Relations, Equity Derivatives, ETFs, Business Development, Bloomberg Terminal, Private Placements, Financial Risk, Risk Management, Leveraged Finance, Credit Risk, Relationship Management, Loans
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, General
Trinity College-Hartford
Bachelor of Science (BS), Biology, General
Mario Butler-Del Rio's Mesirow Financial Experience October 2007 - Present
Job Technical Project Manager at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial October 2007 - Present
Illinois Technology Foundation 2011 - 2012
LexisNexis August 2005 - October 2007
Catavo 2001 - 2005
Waterstone Consulting 1998 - 2001
Skills
SharePoint, Software Project..., Microsoft CRM, SQL Server, Business Process, Business Analysis, IIS, SQL, Application Development, Requirements Gathering, Databases, ITIL, IT Strategy, Customer Relations, Project Planning, Visual Basic, XML, Visio, Data Migration, IT Management, Integration, JavaScript, Microsoft Technologies, Requirements Analysis, Microsoft SQL Server, Software Documentation, CRM, Agile Methodologies, Business Intelligence, SDLC, Software Development, Customer Service
Education
Purdue University 1993 — 1998
Bachelor of Arts
Merrillville High School, Merrillville, Indiana 1989 — 1993
Mesirow Financial October 2007 - Present
Illinois Technology Foundation 2011 - 2012
LexisNexis August 2005 - October 2007
Catavo 2001 - 2005
Waterstone Consulting 1998 - 2001
Skills
SharePoint, Software Project..., Microsoft CRM, SQL Server, Business Process, Business Analysis, IIS, SQL, Application Development, Requirements Gathering, Databases, ITIL, IT Strategy, Customer Relations, Project Planning, Visual Basic, XML, Visio, Data Migration, IT Management, Integration, JavaScript, Microsoft Technologies, Requirements Analysis, Microsoft SQL Server, Software Documentation, CRM, Agile Methodologies, Business Intelligence, SDLC, Software Development, Customer Service
Education
Purdue University 1993 — 1998
Bachelor of Arts
Merrillville High School, Merrillville, Indiana 1989 — 1993
Meron Winkler's Mesirow Financial Experience June 2006 - July 2008
Job MBA | 2015 | Chicago Booth
Industry Consumer Goods
Experience
Schlep, Inc. June 2014 - September 2014
Robert Bosch Tool Corporation April 2014 - August 2014
Robert W. Baird & Co. March 2011 - June 2013
Morgan Stanley Smith Barney July 2010 - February 2011
TradingRM, LLC July 2008 - October 2009
Mesirow Financial June 2006 - July 2008
Skills
Entrepreneurship, Financial Modeling, Business Development, Valuation, Business Strategy, Start-ups, Private Equity, Due Diligence, Investment Banking, Capital Markets, M&A experience, Bloomberg, LBO, Corporate Finance, Corporate Development
Education
The University of Chicago - Booth School of Business 2013 — 2015
MBA Candidate
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor of Science (B.S.), Finance
Schlep, Inc. June 2014 - September 2014
Robert Bosch Tool Corporation April 2014 - August 2014
Robert W. Baird & Co. March 2011 - June 2013
Morgan Stanley Smith Barney July 2010 - February 2011
TradingRM, LLC July 2008 - October 2009
Mesirow Financial June 2006 - July 2008
Skills
Entrepreneurship, Financial Modeling, Business Development, Valuation, Business Strategy, Start-ups, Private Equity, Due Diligence, Investment Banking, Capital Markets, M&A experience, Bloomberg, LBO, Corporate Finance, Corporate Development
Education
The University of Chicago - Booth School of Business 2013 — 2015
MBA Candidate
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor of Science (B.S.), Finance
Andy Cowherd's Mesirow Financial Experience 2012 - March 2015
Job Managing Director at England & Company
Industry Financial Services
Experience
England & Company April 2015 - Present
Mesirow Financial 2012 - March 2015
Peter J. Solomon Company 2005 - 2011
Atlantic Medical Capital 1993 - 2004
Bankers Trust 1991 - 1992
Salomon Brothers 1977 - 1991
Skills
Private Equity, Mergers, Investment Banking, Valuation, Corporate Development, M&A experience, Finance, Mergers & Acquisitions, Strategy, Investments, Hedge Funds, Acquisition Integration, Corporate Finance, Executive Management, Portfolio Management, Financial Modeling, Financial Services, Due Diligence, Capital Markets, Equities, Start-ups, Management, Business Development, Business Strategy, Emerging Markets, Venture Capital, LBO, Investor Relations, Entrepreneurship, Management Consulting, Financial Analysis, Private Placements, Asset Management, Capital, Restructuring
Education
Stanford University Graduate School of Business
MBA
Princeton University
AB
Pembroke Country Day School
England & Company April 2015 - Present
Mesirow Financial 2012 - March 2015
Peter J. Solomon Company 2005 - 2011
Atlantic Medical Capital 1993 - 2004
Bankers Trust 1991 - 1992
Salomon Brothers 1977 - 1991
Skills
Private Equity, Mergers, Investment Banking, Valuation, Corporate Development, M&A experience, Finance, Mergers & Acquisitions, Strategy, Investments, Hedge Funds, Acquisition Integration, Corporate Finance, Executive Management, Portfolio Management, Financial Modeling, Financial Services, Due Diligence, Capital Markets, Equities, Start-ups, Management, Business Development, Business Strategy, Emerging Markets, Venture Capital, LBO, Investor Relations, Entrepreneurship, Management Consulting, Financial Analysis, Private Placements, Asset Management, Capital, Restructuring
Education
Stanford University Graduate School of Business
MBA
Princeton University
AB
Pembroke Country Day School
Carol Zintak's Mesirow Financial Experience August 2014 - Present
Job Accounts Payable Analyst at Mesirow Financial
Industry Accounting
Experience
Mesirow Financial August 2014 - Present
FlorStar Sales Inc. June 2012 - November 2012
Baker & McKenzie February 2011 - September 2011
Hyatt Hotels Corporation June 2009 - September 2009
Rotation Dynamics Corporation May 2005 - March 2008
Helping Hand Center/ Subcon Industries May 2004 - January 2005
Skills
Account Reconciliation, Payroll, Accounting, Microsoft Excel, Bank Reconciliation, Invoicing, General Ledger, Financial Reporting, Accounts Payable, Accounts Receivable, Accruals, Quickbooks, Excel, Reconciliation, Billing, Outlook, Sales Tax, Payroll Processing, Lotus Notes, PowerPoint, Microsoft Office, Financial Accounting, JD Edwards, Sales & Use Tax, Lawson General Ledger, ImageNow
Education
Roosevelt University
Bachelor of Science (B.S.), Accounting
Mesirow Financial August 2014 - Present
FlorStar Sales Inc. June 2012 - November 2012
Baker & McKenzie February 2011 - September 2011
Hyatt Hotels Corporation June 2009 - September 2009
Rotation Dynamics Corporation May 2005 - March 2008
Helping Hand Center/ Subcon Industries May 2004 - January 2005
Skills
Account Reconciliation, Payroll, Accounting, Microsoft Excel, Bank Reconciliation, Invoicing, General Ledger, Financial Reporting, Accounts Payable, Accounts Receivable, Accruals, Quickbooks, Excel, Reconciliation, Billing, Outlook, Sales Tax, Payroll Processing, Lotus Notes, PowerPoint, Microsoft Office, Financial Accounting, JD Edwards, Sales & Use Tax, Lawson General Ledger, ImageNow
Education
Roosevelt University
Bachelor of Science (B.S.), Accounting
Rob Moeller, PMP's Mesirow Financial Experience October 2001 - August 2009
Job
Industry Information Technology and Services
Experience
Avanade December 2014 - Present
Avanade June 2012 - Present
Progressive Insurance March 2012 - June 2012
Cliffs Natural Resources May 2011 - February 2012
Safeguard Properties August 2009 - May 2011
Mesirow Financial October 2001 - August 2009
CTD 1994 - 2001
Skills
SDLC, PMP, SharePoint, Project Management, Business Analysis, Business Intelligence, Software Project..., CRM, Software Development, MS Project, ITIL, Change Management, Requirements Gathering, Cloud Computing, Business Process, Agile Project Management, Data Warehousing, .NET, Visio, IT Management, Requirements Analysis, Vendor Management, Integration, Leadership, IT Strategy, Project Portfolio..., Software Implementation, Business Process..., Microsoft CRM, Risk Management, SaaS, Supportworks, Web Analytics, Incident Management, Enterprise Architecture, Microsoft Project, Tactical Planning, Project Execution, Marketing Management, Cognos, SAS70, Business Analytics, Microsoft Dynamics, Web Development, Salesforce.com, Project Planning, Oracle, Agile, Project Implementation, Agile Methodologies
Education
Ohio University 1989 — 1994
Bachelor of Science - Communication
Avanade December 2014 - Present
Avanade June 2012 - Present
Progressive Insurance March 2012 - June 2012
Cliffs Natural Resources May 2011 - February 2012
Safeguard Properties August 2009 - May 2011
Mesirow Financial October 2001 - August 2009
CTD 1994 - 2001
Skills
SDLC, PMP, SharePoint, Project Management, Business Analysis, Business Intelligence, Software Project..., CRM, Software Development, MS Project, ITIL, Change Management, Requirements Gathering, Cloud Computing, Business Process, Agile Project Management, Data Warehousing, .NET, Visio, IT Management, Requirements Analysis, Vendor Management, Integration, Leadership, IT Strategy, Project Portfolio..., Software Implementation, Business Process..., Microsoft CRM, Risk Management, SaaS, Supportworks, Web Analytics, Incident Management, Enterprise Architecture, Microsoft Project, Tactical Planning, Project Execution, Marketing Management, Cognos, SAS70, Business Analytics, Microsoft Dynamics, Web Development, Salesforce.com, Project Planning, Oracle, Agile, Project Implementation, Agile Methodologies
Education
Ohio University 1989 — 1994
Bachelor of Science - Communication
Krysten (Matlawski) Thomas's Mesirow Financial Experience May 2004 - Present
Job SVP Consulting at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial May 2004 - Present
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA
Ohio University 1995 — 1999
Mesirow Financial May 2004 - Present
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA
Ohio University 1995 — 1999
Brian Hecktman's Mesirow Financial Experience June 1992 - June 1995
Job Chief Executive Officer, Graymark Capital
Industry Real Estate
Experience
Graymark Capital July 2005 - Present
Fowler Property Acquisitions 1998 - 2005
Mesirow Financial June 1992 - June 1995
Education
The University of Chicago - Booth School of Business 1995 — 1997
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1988 — 1992
BS, Accounting, Finance
The London School of Economics and Political Science (LSE) 1991 — 1991
n/a, Economics
Graymark Capital July 2005 - Present
Fowler Property Acquisitions 1998 - 2005
Mesirow Financial June 1992 - June 1995
Education
The University of Chicago - Booth School of Business 1995 — 1997
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1988 — 1992
BS, Accounting, Finance
The London School of Economics and Political Science (LSE) 1991 — 1991
n/a, Economics
Peggy O'Keeffe's Mesirow Financial Experience June 1999 - June 2000
Job Sales Support Consultant at Aetna
Industry Insurance
Experience
Aetna Administrative AssistantCIGNA HealthcareJune 2000 - August 2004
Mesirow Financial June 1999 - June 2000
Prudential Insurance April 1992 - June 1999
Education
Saint Xavier University 2001 — 2006
Aetna Administrative AssistantCIGNA HealthcareJune 2000 - August 2004
Mesirow Financial June 1999 - June 2000
Prudential Insurance April 1992 - June 1999
Education
Saint Xavier University 2001 — 2006
Julie Schoch's Mesirow Financial Experience March 1998 - April 2000
Job Office Manager at Schoch Associates
Industry Health, Wellness and Fitness
Experience
Individual Fitness Solutions July 2007 - Present
Individual Fitness Solutions January 2007 - Present
schoch associates May 2006 - Present
Pax Clearing Corporation April 2000 - December 2002
Pax Clearing Corp January 2000 - January 2002
Mesirow Financial March 1998 - April 2000
Mesirow Financial January 1998 - January 2000
Lutheran Social Services and Thresholds January 1995 - January 1998
Skills
Fitness, Fitness Training, Strength Training, Wellness, Functional Training, Weight Training, Sports Nutrition, Wellness Coaching, Nutritional Counseling, Cardio
Education
St. Mary’s University, Twickenham 1989 — 1993
Bachelor of Arts (BA), Psychology
Saint Mary's College
Bachelor of Arts, Psychology
Individual Fitness Solutions July 2007 - Present
Individual Fitness Solutions January 2007 - Present
schoch associates May 2006 - Present
Pax Clearing Corporation April 2000 - December 2002
Pax Clearing Corp January 2000 - January 2002
Mesirow Financial March 1998 - April 2000
Mesirow Financial January 1998 - January 2000
Lutheran Social Services and Thresholds January 1995 - January 1998
Skills
Fitness, Fitness Training, Strength Training, Wellness, Functional Training, Weight Training, Sports Nutrition, Wellness Coaching, Nutritional Counseling, Cardio
Education
St. Mary’s University, Twickenham 1989 — 1993
Bachelor of Arts (BA), Psychology
Saint Mary's College
Bachelor of Arts, Psychology
Casey Gillenwater's Mesirow Financial Experience January 2011 - May 2013
Job Database Developer at Morningstar
Industry Investment Management
Experience
Morningstar May 2013 - Present
Mesirow Financial January 2011 - May 2013
InView Investment Management, LLC November 2009 - January 2011
Harris Associates May 2009 - August 2009
William Blair and Company January 2007 - March 2009
SunGard April 2005 - November 2006
Applied Systems 2001 - 2005
Skills
.NET, SSRS, SSIS, C#, VB.NET, VBA, SQL Server 2000-2008, SharePoint, SDLC, ADO.NET, ETL, Business Intelligence, ASP.NET, HTML, Java, XML, Visual Basic, Microsoft SQL Server, SQL, T-SQL, Software Development, Software Design, Databases, Data Migration, Systems Analysis, Database Design, Visual Studio, Business Process, Crystal Reports, Sybase
Education
Purdue University 1996 — 2001
BS, Computer Information Systems and Technology
Homestead High School
Morningstar May 2013 - Present
Mesirow Financial January 2011 - May 2013
InView Investment Management, LLC November 2009 - January 2011
Harris Associates May 2009 - August 2009
William Blair and Company January 2007 - March 2009
SunGard April 2005 - November 2006
Applied Systems 2001 - 2005
Skills
.NET, SSRS, SSIS, C#, VB.NET, VBA, SQL Server 2000-2008, SharePoint, SDLC, ADO.NET, ETL, Business Intelligence, ASP.NET, HTML, Java, XML, Visual Basic, Microsoft SQL Server, SQL, T-SQL, Software Development, Software Design, Databases, Data Migration, Systems Analysis, Database Design, Visual Studio, Business Process, Crystal Reports, Sybase
Education
Purdue University 1996 — 2001
BS, Computer Information Systems and Technology
Homestead High School
David Rudow's Mesirow Financial Experience 1996 - 2000
Job Sr. Equity Analyst at Thrivent Financial
Industry Financial Services
Experience
Thrivent Asset Management 2007 - Present
Piper Jaffray 2002 - 2006
J.P. Morgan 2001 - 2002
Hambrecht & Quist 2000 - 2002
Mesirow Financial 1996 - 2000
KPMG 1996 - 1996
Coopers & Lybrand 1994 - 1996
US Air Force 1989 - 1990
Skills
Valuation, Accounting, Software, Equity Research, Modeling, Financial Modeling, Equities, Financial Analysis, Investments, Asset Managment, Hedge Funds, Bloomberg, Equity Valuation, Portfolio Management, Alternative Investments, Business Valuation, Investment Management, Strategic Planning, Information Technology, Mergers & Acquisitions, Investment Strategies, Securities, Asset Allocation, Mutual Funds, Asset Management, Capital Markets, Finance, Investment Banking, Corporate Finance
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance and Accounting
University of Illinois at Chicago 1990 — 1993
BSBA, Accounting
Thrivent Asset Management 2007 - Present
Piper Jaffray 2002 - 2006
J.P. Morgan 2001 - 2002
Hambrecht & Quist 2000 - 2002
Mesirow Financial 1996 - 2000
KPMG 1996 - 1996
Coopers & Lybrand 1994 - 1996
US Air Force 1989 - 1990
Skills
Valuation, Accounting, Software, Equity Research, Modeling, Financial Modeling, Equities, Financial Analysis, Investments, Asset Managment, Hedge Funds, Bloomberg, Equity Valuation, Portfolio Management, Alternative Investments, Business Valuation, Investment Management, Strategic Planning, Information Technology, Mergers & Acquisitions, Investment Strategies, Securities, Asset Allocation, Mutual Funds, Asset Management, Capital Markets, Finance, Investment Banking, Corporate Finance
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance and Accounting
University of Illinois at Chicago 1990 — 1993
BSBA, Accounting
Margaret Wallyn's Mesirow Financial Experience June 2004 - October 2005
Job Senior IT Business Analyst at Northern Trust Corporation
Industry Information Technology and Services
Experience
Northern Trust Corporation July 2014 - Present
Northern Trust Global Investments March 2012 - December 2013
JP Morgan Chase March 2011 - March 2012
Northern Trust Global Investments October 2009 - July 2011
Wachovia Securities May 2006 - October 2009
Blue Cross and Blue Shield October 2005 - May 2006
Mesirow Financial June 2004 - October 2005
National Insurance Crime Bureau July 2002 - June 2004
Aon Risk Services November 2001 - November 2002
JPMorgan Chase November 1993 - June 2001
Skills
Requirements Gathering, SDLC, Training, Web Services, Data Warehousing, Requirements Analysis, Strategy, Business Requirements, Software Project..., SQL, Visio, Business Intelligence, Business Analysis, DB2, Project Management, Data Analysis, PMO
Education
Quinlan School of Business, Loyola University Chicago 1983 — 1984
Northern Trust Corporation July 2014 - Present
Northern Trust Global Investments March 2012 - December 2013
JP Morgan Chase March 2011 - March 2012
Northern Trust Global Investments October 2009 - July 2011
Wachovia Securities May 2006 - October 2009
Blue Cross and Blue Shield October 2005 - May 2006
Mesirow Financial June 2004 - October 2005
National Insurance Crime Bureau July 2002 - June 2004
Aon Risk Services November 2001 - November 2002
JPMorgan Chase November 1993 - June 2001
Skills
Requirements Gathering, SDLC, Training, Web Services, Data Warehousing, Requirements Analysis, Strategy, Business Requirements, Software Project..., SQL, Visio, Business Intelligence, Business Analysis, DB2, Project Management, Data Analysis, PMO
Education
Quinlan School of Business, Loyola University Chicago 1983 — 1984
Jordan Harris's Mesirow Financial Experience August 2010 - March 2011
Job Managing Director: Structured Product Sales
Industry Capital Markets
Experience
CRT Capital Group September 2013 - April 2015
BNY Mellon April 2011 - May 2013
Mesirow Financial August 2010 - March 2011
Vining Sparks March 2009 - July 2010
UBS Investment Bank June 2007 - October 2007
Lehman Brothers June 2006 - June 2007
Lehman Brothers August 2004 - June 2006
PEAK6 INVESTMENTS, L.P. June 2003 - August 2003
Goldman Sachs January 2000 - July 2002
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Accounting & Finance
State University of New York College at Buffalo 1994 — 1998
B.S., Business Administration
CRT Capital Group September 2013 - April 2015
BNY Mellon April 2011 - May 2013
Mesirow Financial August 2010 - March 2011
Vining Sparks March 2009 - July 2010
UBS Investment Bank June 2007 - October 2007
Lehman Brothers June 2006 - June 2007
Lehman Brothers August 2004 - June 2006
PEAK6 INVESTMENTS, L.P. June 2003 - August 2003
Goldman Sachs January 2000 - July 2002
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Accounting & Finance
State University of New York College at Buffalo 1994 — 1998
B.S., Business Administration
Peter Manzi's Mesirow Financial Experience November 1995 - Present
Job Senior Managing Director at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial November 1995 - Present
Mesirow Financial November 1995 - Present
Mesirow Financial November 1995 - Present
Education
The Catholic University of America 1984 — 1988
Mesirow Financial November 1995 - Present
Mesirow Financial November 1995 - Present
Mesirow Financial November 1995 - Present
Education
The Catholic University of America 1984 — 1988
Julie Eckhoff's Mesirow Financial Experience 2001 - 2006
Job Senior IT Product Manager at Kirkland & Ellis LLP
Industry Computer Software
Experience
Kirkland & Ellis LLP October 2014 - Present
RedSky Technologies August 2012 - October 2014
Experis Technology Group August 2011 - July 2012
Sidley Austin July 2009 - August 2011
Kirkland & Ellis LLP December 2006 - July 2009
Mesirow Financial 2001 - 2006
Near North Insurance Brokerage 1996 - 2001
Grant Thornton 1995 - 1996
Education
Robert Morris University - Illinois 1994 — 1995
Kirkland & Ellis LLP October 2014 - Present
RedSky Technologies August 2012 - October 2014
Experis Technology Group August 2011 - July 2012
Sidley Austin July 2009 - August 2011
Kirkland & Ellis LLP December 2006 - July 2009
Mesirow Financial 2001 - 2006
Near North Insurance Brokerage 1996 - 2001
Grant Thornton 1995 - 1996
Education
Robert Morris University - Illinois 1994 — 1995
Patrick Cronan's Mesirow Financial Experience April 2015 - Present
Job Senior Vice President
Industry Financial Services
Experience
Mesirow Financial April 2015 - Present
Mesirow Advanced Strategies 2004 - 2008
Deustche Bank 1993 - 2005
Deutsche Bank - Scudder Investments 1993 - 2004
DWS Scudder Funds 1993 - 2004
Kemper Mutual Funds 1993 - 1998
Education
Kellogg Graduate School of Management 2000 — 2003
Marketing, Business Strategy
University of Iowa 1988 — 1992
Finance
Mesirow Financial April 2015 - Present
Mesirow Advanced Strategies 2004 - 2008
Deustche Bank 1993 - 2005
Deutsche Bank - Scudder Investments 1993 - 2004
DWS Scudder Funds 1993 - 2004
Kemper Mutual Funds 1993 - 1998
Education
Kellogg Graduate School of Management 2000 — 2003
Marketing, Business Strategy
University of Iowa 1988 — 1992
Finance
Brian Plucinski's Mesirow Financial Experience November 2004 - Present
Job Accountant at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial November 2004 - Present
Ernst & Young 2000 - 2004
Deutsche Financial Services 1996 - 2000
Skills
Account Reconciliation, Variance Analysis, Financial Analysis, Accounting, Analysis, Financial Modeling, Finance, Due Diligence, Process Improvement, Valuation, General Ledger, Financial Reporting, Payroll, Corporate Finance
Education
Quincy University 1993 — 1996
BS, Finance
Mesirow Financial November 2004 - Present
Ernst & Young 2000 - 2004
Deutsche Financial Services 1996 - 2000
Skills
Account Reconciliation, Variance Analysis, Financial Analysis, Accounting, Analysis, Financial Modeling, Finance, Due Diligence, Process Improvement, Valuation, General Ledger, Financial Reporting, Payroll, Corporate Finance
Education
Quincy University 1993 — 1996
BS, Finance
Mattie Taliaferro's Mesirow Financial Experience October 2006 - May 2007
Job Commerical Lines Representative at The Rockwood Co
Industry Insurance
Experience
The Rockwood Co March 2012 - Present
CIGNA Healthcare December 2010 - February 2012
Marsh May 2007 - July 2008
JMB Insurance 1996 - 2008
Mesirow Financial October 2006 - May 2007
Skills
Healthcare, Time Management, Customer Service, Insurance, Microsoft Excel, Property & Casualty..., Invoicing, Commercial Insurance, Outlook, Policy, Employee Benefits
Education
Chicago State University 2011 — 2014
Bachelors of Arts and Sciences, Liberal Arts and Sciences/Liberal Studies, 4.0
Prairie View A&M University 1980 — 1983
None, Business Management
The Rockwood Co March 2012 - Present
CIGNA Healthcare December 2010 - February 2012
Marsh May 2007 - July 2008
JMB Insurance 1996 - 2008
Mesirow Financial October 2006 - May 2007
Skills
Healthcare, Time Management, Customer Service, Insurance, Microsoft Excel, Property & Casualty..., Invoicing, Commercial Insurance, Outlook, Policy, Employee Benefits
Education
Chicago State University 2011 — 2014
Bachelors of Arts and Sciences, Liberal Arts and Sciences/Liberal Studies, 4.0
Prairie View A&M University 1980 — 1983
None, Business Management
Dan Griebel's Mesirow Financial Experience July 1990 - September 1998
Job Supply Chain & Logistics Real Estate Strategist | VP CTKCP | Midwest Rail, Barge and Over the Road Industry Consultant
Industry Real Estate
Experience
CTK Chicago Partners 2004 - Present
CTK Chicago Partners DGGM January 2000 - May 2012
Cawley Chicago Commercial Real Estate November 2000 - May 2004
NAI Hiffman October 1998 - May 2000
Mesirow Financial July 1990 - September 1998
Arthur Rubloff July 1988 - July 1990
New Trier High School August 1983 - June 1988
Loyola Academy August 1982 - June 1983
Glenbrook North High School August 1981 - June 1982
Skills
Industrial Real Estate, Medical Real Estate, Commercial Real Estate, Real Estate Development, Multi-modal...
Education
University of Illinois at Chicago 1979 — 1981
BS, Physiology of Exercise
Southern Illinois University, Carbondale 1977 — 1978
University of Alabama 1975 — 1976
CTK Chicago Partners 2004 - Present
CTK Chicago Partners DGGM January 2000 - May 2012
Cawley Chicago Commercial Real Estate November 2000 - May 2004
NAI Hiffman October 1998 - May 2000
Mesirow Financial July 1990 - September 1998
Arthur Rubloff July 1988 - July 1990
New Trier High School August 1983 - June 1988
Loyola Academy August 1982 - June 1983
Glenbrook North High School August 1981 - June 1982
Skills
Industrial Real Estate, Medical Real Estate, Commercial Real Estate, Real Estate Development, Multi-modal...
Education
University of Illinois at Chicago 1979 — 1981
BS, Physiology of Exercise
Southern Illinois University, Carbondale 1977 — 1978
University of Alabama 1975 — 1976
Kerry Crandell's Mesirow Financial Experience July 2013 - Present
Job Vice President at Mesirow Financial
Industry Insurance
Experience
Mesirow Financial July 2013 - Present
Van Gilder Insurance Corporation August 2008 - June 2013
Northwestern Mutual June 2005 - June 2008
Skills
Mergers, Insurance, Strategic Planning, Business Development, Private Equity, New Business Development, Sales, Risk Management, Finance, Financial Modeling, Financial Analysis, Negotiation, Corporate Finance, Contract Negotiation, Marketing, Coaching, Business Planning, Corporate Development, Employee Benefits, Leadership, Mergers & Acquisitions
Education
The Ohio State University - The Max M. Fisher College of Business 1997 — 2001
BSBA, Business, Management, Marketing, and Related Support Services
The Ohio State University Fisher College of Business 1997 — 2001
BSBA, Human Resources/Marketing
Mesirow Financial July 2013 - Present
Van Gilder Insurance Corporation August 2008 - June 2013
Northwestern Mutual June 2005 - June 2008
Skills
Mergers, Insurance, Strategic Planning, Business Development, Private Equity, New Business Development, Sales, Risk Management, Finance, Financial Modeling, Financial Analysis, Negotiation, Corporate Finance, Contract Negotiation, Marketing, Coaching, Business Planning, Corporate Development, Employee Benefits, Leadership, Mergers & Acquisitions
Education
The Ohio State University - The Max M. Fisher College of Business 1997 — 2001
BSBA, Business, Management, Marketing, and Related Support Services
The Ohio State University Fisher College of Business 1997 — 2001
BSBA, Human Resources/Marketing
Bev West, CISR's Mesirow Financial Experience February 2006 - Present
Job Senior Account Manager at Mesirow Financial
Industry Insurance
Experience
Mesirow Financial February 2006 - Present
Marsh & McLennan Companies, Inc. December 2001 - November 2003
Aon Risk Services June 2001 - December 2001
Travelers May 1978 - February 2001
Skills
Professional Liability, Property & Casualty..., Commercial Insurance, Insurance, Brokers, Casualty, Liability, General Insurance, Underwriting, D&O, Commercial Lines, Workers Compensation, Captives, Risk Management, Employment Practices..., Umbrella Insurance, Legal Liability, Claim, Directors & Officers..., Life Insurance, Liability Analysis, Claims Management, Insurance Brokerage, Negotiation, Employee Benefits, New Business Development, Account Management, Small Business, Executive Management, Reinsurance, Fiduciary Liability, Automobile, Management, Excess, Customer Service, Marketing, Inland Marine
Education
Spencerian College 1974 — 1976
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Mesirow Financial February 2006 - Present
Marsh & McLennan Companies, Inc. December 2001 - November 2003
Aon Risk Services June 2001 - December 2001
Travelers May 1978 - February 2001
Skills
Professional Liability, Property & Casualty..., Commercial Insurance, Insurance, Brokers, Casualty, Liability, General Insurance, Underwriting, D&O, Commercial Lines, Workers Compensation, Captives, Risk Management, Employment Practices..., Umbrella Insurance, Legal Liability, Claim, Directors & Officers..., Life Insurance, Liability Analysis, Claims Management, Insurance Brokerage, Negotiation, Employee Benefits, New Business Development, Account Management, Small Business, Executive Management, Reinsurance, Fiduciary Liability, Automobile, Management, Excess, Customer Service, Marketing, Inland Marine
Education
Spencerian College 1974 — 1976
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Patrick Clark's Mesirow Financial Experience September 2011 - July 2012
Job Associate at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. Associate InternIron Range Capital Partners, LLCMarch 2013 - May 2014
Houlihan Lokey June 2013 - August 2013
Mesirow Financial September 2011 - July 2012
AlixPartners January 2009 - September 2011
KPMG September 2007 - November 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Restructuring, Financial Reporting, Corporate Finance, US GAAP, Business Valuation, Acquisition Integration, Forensic Accounting, Due Diligence
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Southern Methodist University - Cox School of Business 2006 — 2007
Masters, Accounting
Southern Methodist University - Cox School of Business 2002 — 2006
BBA, Accounting
Stephens Inc. Associate InternIron Range Capital Partners, LLCMarch 2013 - May 2014
Houlihan Lokey June 2013 - August 2013
Mesirow Financial September 2011 - July 2012
AlixPartners January 2009 - September 2011
KPMG September 2007 - November 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Restructuring, Financial Reporting, Corporate Finance, US GAAP, Business Valuation, Acquisition Integration, Forensic Accounting, Due Diligence
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Southern Methodist University - Cox School of Business 2006 — 2007
Masters, Accounting
Southern Methodist University - Cox School of Business 2002 — 2006
BBA, Accounting
Rickey Freeman's Mesirow Financial Experience March 1992 - Present
Job Senior Managing Director Insurance Practice at Mesirow Financial
Industry Insurance
Experience
Mesirow Financial March 1992 - Present
Associated Agencies, Inc. June 1971 - March 1992
Skills
Insurance, Employee Benefits, Management, Brokers, Financial Analysis, Sales, Program Management, Customer Service, Training, Underwriting, Team Building, General Insurance, Life Insurance, Liability, Asset Management, Retirement Planning, Marketing, Commercial Insurance, Long-term Care, Process Improvement, Casualty, Business Development, Health Savings Accounts, Employment Practices..., Finance, Workers Compensation, Leadership, Strategy, 401k, New Business Development, Negotiation, Account Management, Analysis, Health Insurance, Property & Casualty..., Casualty Insurance
Education
The American College 1977 — 1981
CLU, Life Insurance
University of Houston 1966 — 1970
BBA, Marketing
Mesirow Financial March 1992 - Present
Associated Agencies, Inc. June 1971 - March 1992
Skills
Insurance, Employee Benefits, Management, Brokers, Financial Analysis, Sales, Program Management, Customer Service, Training, Underwriting, Team Building, General Insurance, Life Insurance, Liability, Asset Management, Retirement Planning, Marketing, Commercial Insurance, Long-term Care, Process Improvement, Casualty, Business Development, Health Savings Accounts, Employment Practices..., Finance, Workers Compensation, Leadership, Strategy, 401k, New Business Development, Negotiation, Account Management, Analysis, Health Insurance, Property & Casualty..., Casualty Insurance
Education
The American College 1977 — 1981
CLU, Life Insurance
University of Houston 1966 — 1970
BBA, Marketing
Jay Murphy's Mesirow Financial Experience September 2014 - Present
Job Managing Director at Mesirow Financial
Industry Investment Banking
Experience
Mesirow Financial September 2014 - Present
Guggenheim Securities March 2011 - August 2014
Stone & Youngberg 2009 - March 2011
Goldman Sachs 1980 - 2008
Education
Norwich University 1976 — 1980
BS, Business Administration
High school 1972 — 1976
Mesirow Financial September 2014 - Present
Guggenheim Securities March 2011 - August 2014
Stone & Youngberg 2009 - March 2011
Goldman Sachs 1980 - 2008
Education
Norwich University 1976 — 1980
BS, Business Administration
High school 1972 — 1976
Patricia Mazur's Mesirow Financial Experience August 2014 - November 2014
Job Account Manager at Oracle
Industry Financial Services
Experience
Oracle Oracle Marketing Cloud December 2014 - Present
Mesirow Financial August 2014 - November 2014
FTI Consulting September 2011 - August 2014
University of Illinois at Urbana-Champaign 2008 - 2011
FTI Consulting June 2010 - August 2010
Newedge 2008 - 2009
Calyon Financial June 2007 - August 2007
Skills
Corporate Finance, Valuation, Accounting, Finance, Due Diligence, Data Analysis, Forensic Accounting, Financial Modeling, Financial Reporting, Polish Native Speaker, Business Process, Product Management, Cost Benefit, Damages, Analysis, Business Analysis, Research, International..., Capital IQ, Market Research, Marketing, Email Marketing, Responsys Interact, Social Media Marketing, Display Advertising, Project Management, Project Coordination
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor's of Science in, Accounting and Finance
Rotterdam School of Management, Erasmus University 2009 — 2009
Study Abroad, Finance
Northside College Preparatory High School
Oracle Oracle Marketing Cloud December 2014 - Present
Mesirow Financial August 2014 - November 2014
FTI Consulting September 2011 - August 2014
University of Illinois at Urbana-Champaign 2008 - 2011
FTI Consulting June 2010 - August 2010
Newedge 2008 - 2009
Calyon Financial June 2007 - August 2007
Skills
Corporate Finance, Valuation, Accounting, Finance, Due Diligence, Data Analysis, Forensic Accounting, Financial Modeling, Financial Reporting, Polish Native Speaker, Business Process, Product Management, Cost Benefit, Damages, Analysis, Business Analysis, Research, International..., Capital IQ, Market Research, Marketing, Email Marketing, Responsys Interact, Social Media Marketing, Display Advertising, Project Management, Project Coordination
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor's of Science in, Accounting and Finance
Rotterdam School of Management, Erasmus University 2009 — 2009
Study Abroad, Finance
Northside College Preparatory High School
Dustin Rigsby's Mesirow Financial Experience August 2004 - Present
Job Institutional Investment Marketing Specialist at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial August 2004 - Present
Divine, Inc. April 2000 - May 2003
Everen Securities November 1998 - June 1999
Skills
Microsoft Excel, Marketing Strategy, Investment Management, Event Planning, Financial Services, Email Marketing, Project Management, Account Management, Financial Modeling, Strategic Planning, Salesforce.com, Customer Service, Social Media Marketing, Fundraising, Social Media, Relationship Management, Event Management, CRM, Corporate Communications, Social Networking, PowerPoint, ProTrack, Spanish, Adobe, Start-ups, Project Planning, Budgets, Management, Leadership, Sales, Advertising
Education
CFA Institute 2014 — 2015
Claritas® Investment Certificate
University of Colorado Denver 1996 — 1998
B.A., Political Science
Texas A&M University-Commerce 1993 — 1994
Round Rock High School 1989 — 1993
Mesirow Financial August 2004 - Present
Divine, Inc. April 2000 - May 2003
Everen Securities November 1998 - June 1999
Skills
Microsoft Excel, Marketing Strategy, Investment Management, Event Planning, Financial Services, Email Marketing, Project Management, Account Management, Financial Modeling, Strategic Planning, Salesforce.com, Customer Service, Social Media Marketing, Fundraising, Social Media, Relationship Management, Event Management, CRM, Corporate Communications, Social Networking, PowerPoint, ProTrack, Spanish, Adobe, Start-ups, Project Planning, Budgets, Management, Leadership, Sales, Advertising
Education
CFA Institute 2014 — 2015
Claritas® Investment Certificate
University of Colorado Denver 1996 — 1998
B.A., Political Science
Texas A&M University-Commerce 1993 — 1994
Round Rock High School 1989 — 1993
Gregory Giles's Mesirow Financial Experience
Job senior managing director at mesirow financial
Industry Financial Services
Experience
mesirow financial
Skills
Customer Service, Alternative Investments, Leadership, Equities, Finance, Financial Analysis, Asset Management, 401k, Investments, Portfolio Management, Strategic Planning, Series 7, Wealth Management, Private Equity, Securities, Due Diligence, Defined Benefit, Valuation, Investment Advisory, Employee Benefits, Insurance
Education
The University of Akron
Bachelor's Degree
mesirow financial
Skills
Customer Service, Alternative Investments, Leadership, Equities, Finance, Financial Analysis, Asset Management, 401k, Investments, Portfolio Management, Strategic Planning, Series 7, Wealth Management, Private Equity, Securities, Due Diligence, Defined Benefit, Valuation, Investment Advisory, Employee Benefits, Insurance
Education
The University of Akron
Bachelor's Degree
Cara Mooses's Mesirow Financial Experience June 2010 - May 2015
Job Senior Account Executive at Taylor Johnson Public Relations
Industry Financial Services
Experience
Taylor Johnson Public Relations May 2015 - Present
Mesirow Financial June 2010 - May 2015
Wildman Harrold March 2009 - June 2010
William Blair and Company October 2006 - December 2008
Starcom MediaVest Group September 2005 - October 2006
Skills
Event Planning, Strategic Planning, New Business Development, Corporate Communications, Web Marketing, Marketing, Marketing Communications, Marketing Strategy, Social Media, Market Research, Email Marketing, Direct Marketing
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2005
B.B.A., Marketing, Minor in Spanish
Ohio University 2001 — 2002
Taylor Johnson Public Relations May 2015 - Present
Mesirow Financial June 2010 - May 2015
Wildman Harrold March 2009 - June 2010
William Blair and Company October 2006 - December 2008
Starcom MediaVest Group September 2005 - October 2006
Skills
Event Planning, Strategic Planning, New Business Development, Corporate Communications, Web Marketing, Marketing, Marketing Communications, Marketing Strategy, Social Media, Market Research, Email Marketing, Direct Marketing
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2005
B.B.A., Marketing, Minor in Spanish
Ohio University 2001 — 2002
Diane Routman's Mesirow Financial Experience January 2000 - Present
Job Account Executive at Mesirow Financial
Industry Insurance
Experience
Mesirow Financial January 2000 - Present
Skills
Professional Liability, Property & Casualty..., Umbrella Insurance, Insurance, Underwriting, Outlook, General Insurance, Risk Management, Commercial Insurance, Customer Service, Employee Benefits, Casualty, Microsoft Excel, Workers Compensation, Commercial Lines, Directors & Officers..., Liability, Brokers, Employment Practices..., Team Building
Education
Loyola University of Chicago - Graduate School of Business
MBA, Finance
The George Washington University
Bachelor of Arts, Elementary & Special Education
Mesirow Financial January 2000 - Present
Skills
Professional Liability, Property & Casualty..., Umbrella Insurance, Insurance, Underwriting, Outlook, General Insurance, Risk Management, Commercial Insurance, Customer Service, Employee Benefits, Casualty, Microsoft Excel, Workers Compensation, Commercial Lines, Directors & Officers..., Liability, Brokers, Employment Practices..., Team Building
Education
Loyola University of Chicago - Graduate School of Business
MBA, Finance
The George Washington University
Bachelor of Arts, Elementary & Special Education
Beverly Bennett's Mesirow Financial Experience February 2007 - Present
Job Account Executive at Mesirow Financial
Industry Insurance
Experience
Mesirow Financial February 2007 - Present
Skills
Customer Service, Customer Relations, Account Management, Client Service, Property & Casualty..., Negotiation, Underwriting, Brokers, Risk Management, Problem Solving, Team Building, Excel, Microsoft Office, Social Media, PowerPoint, Insurance, Casualty, Microsoft Excel, Umbrella Insurance, Sales
Education
Roosevelt University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Organizational Leadership
Lindblom 1986 — 1990
HS Diploma
Harold Washington College
Associate of Arts (A.A.), Business Administration and Management, General
Mesirow Financial February 2007 - Present
Skills
Customer Service, Customer Relations, Account Management, Client Service, Property & Casualty..., Negotiation, Underwriting, Brokers, Risk Management, Problem Solving, Team Building, Excel, Microsoft Office, Social Media, PowerPoint, Insurance, Casualty, Microsoft Excel, Umbrella Insurance, Sales
Education
Roosevelt University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Organizational Leadership
Lindblom 1986 — 1990
HS Diploma
Harold Washington College
Associate of Arts (A.A.), Business Administration and Management, General
Doylene Cook's Mesirow Financial Experience May 2010 - June 2013
Job The 800Pound Gorilla / Stadium Gorilla
Industry Executive Office
Experience
The 800-Pound Gorilla / Stadium Gorilla August 2013 - Present
Mesirow Financial May 2010 - June 2013
Bear Stearns Asset Management, Inc. 1994 - 2008
Grundy Livingston Kankakee Private Industry Council October 1993 - December 1994
Household International, Inc. September 1991 - October 1993
Skills
Administrative..., Event Planning, Customer Service, Manage Client..., Corporate Communications, Relationship Management, marketing, Email Marketing, Office Management, Executive..., C-Level Executive..., High Level Of...
Education
Olivet Nazarene University
B.S., Social Welfare / Sociology
The 800-Pound Gorilla / Stadium Gorilla August 2013 - Present
Mesirow Financial May 2010 - June 2013
Bear Stearns Asset Management, Inc. 1994 - 2008
Grundy Livingston Kankakee Private Industry Council October 1993 - December 1994
Household International, Inc. September 1991 - October 1993
Skills
Administrative..., Event Planning, Customer Service, Manage Client..., Corporate Communications, Relationship Management, marketing, Email Marketing, Office Management, Executive..., C-Level Executive..., High Level Of...
Education
Olivet Nazarene University
B.S., Social Welfare / Sociology
Jerry Hendrickson's Mesirow Financial Experience August 2000 - Present
Job Senior Vice President, Manager of I.T. Global Markets
Industry Financial Services
Experience
Mesirow Financial August 2000 - Present
Mesirow Financial June 1997 - July 2000
Mesirow Financial February 1995 - May 1997
Goldman Sachs October 1990 - January 1995
Goldman Sachs October 1989 - September 1990
Goldman Sachs August 1986 - September 1989
Skills
ITIL, Financial Services, Project Management, Business Analysis, IT Strategy, SDLC, Process Improvement, SharePoint, IT Management, Equities, Strategic Planning, Business Intelligence, Software Project..., Product Management, Trading, Analysis, Trading Systems, Business Continuity, Integration, Data Center, Management, Databases
Education
Purdue University Calumet
Associate in Applied Science, Computer Programming
Mesirow Financial August 2000 - Present
Mesirow Financial June 1997 - July 2000
Mesirow Financial February 1995 - May 1997
Goldman Sachs October 1990 - January 1995
Goldman Sachs October 1989 - September 1990
Goldman Sachs August 1986 - September 1989
Skills
ITIL, Financial Services, Project Management, Business Analysis, IT Strategy, SDLC, Process Improvement, SharePoint, IT Management, Equities, Strategic Planning, Business Intelligence, Software Project..., Product Management, Trading, Analysis, Trading Systems, Business Continuity, Integration, Data Center, Management, Databases
Education
Purdue University Calumet
Associate in Applied Science, Computer Programming
Tom Basehart's Mesirow Financial Experience 2002 - 2008
Job Senior Financial Services Executive
Industry Financial Services
Experience
Melvin Securities 2010 - 2010
Protective Securities 2009 - 2010
Mesirow Financial 2002 - 2008
National Bank of Commerce-Memphis, Tennessee 2001 - 2002
First Tennessee Capital Markets 2000 - 2001
Morgan Keegan 1995 - 2000
NatCity Investments-Cleveland, Ohio 1995 - 1995
Alex Brown & Sons 1994 - 1995
Prudential Securities 1986 - 1988
Blunt Ellis & Loewi 1983 - 1987
Skills
Trading, Bonds, Underwriting, Investment Banking, Series 7, Series 63, Fixed Income, Loans, Investments, Debt, Securities, Bloomberg, Financial Markets, Executive Management, Municipal
Education
The Ohio State University
BS, Marketing/Finance
Melvin Securities 2010 - 2010
Protective Securities 2009 - 2010
Mesirow Financial 2002 - 2008
National Bank of Commerce-Memphis, Tennessee 2001 - 2002
First Tennessee Capital Markets 2000 - 2001
Morgan Keegan 1995 - 2000
NatCity Investments-Cleveland, Ohio 1995 - 1995
Alex Brown & Sons 1994 - 1995
Prudential Securities 1986 - 1988
Blunt Ellis & Loewi 1983 - 1987
Skills
Trading, Bonds, Underwriting, Investment Banking, Series 7, Series 63, Fixed Income, Loans, Investments, Debt, Securities, Bloomberg, Financial Markets, Executive Management, Municipal
Education
The Ohio State University
BS, Marketing/Finance
Roger Grimming's Mesirow Financial Experience May 2014 - September 2014
Job KGSAlpha Capital Markets, L.P.
Industry Financial Services
Experience
KGS-Alpha Capital Markets, L.P. October 2014 - Present
Mesirow Financial May 2014 - September 2014
BB&T Capital Markets December 2013 - April 2014
Incapital October 2012 - November 2013
Mesirow Financial January 2003 - September 2012
Skills
Series 7, Fixed Income, Capital Markets, Bonds, Alternative Investments, MBS, ABS, CMBS, Securities
Education
Northwood University 2004 — 2008
KGS-Alpha Capital Markets, L.P. October 2014 - Present
Mesirow Financial May 2014 - September 2014
BB&T Capital Markets December 2013 - April 2014
Incapital October 2012 - November 2013
Mesirow Financial January 2003 - September 2012
Skills
Series 7, Fixed Income, Capital Markets, Bonds, Alternative Investments, MBS, ABS, CMBS, Securities
Education
Northwood University 2004 — 2008
Arlene Owles's Mesirow Financial Experience 1984 - 1994
Job VP / Client Executive at Willis
Industry Insurance
Experience
Willis November 1998 - Present
Hilb, Rogal & Hobbs (HRH) January 2006 - November 2008
T. J. Adams & Associates November 1998 - January 2006
EBI Insurance Company 1996 - 1998
Mesirow Financial 1984 - 1994
Johnson & Higgins 1973 - 1984
Skills
Property & Casualty..., Casualty, Brokers, Liability, General Liability, Workers Compensation, Insurance, Risk Management, Legal Liability, Commercial Lines, D&O, Employment Practices..., Underwriting, General Insurance, Professional Liability, Financial Risk, Casualty Insurance, Umbrella Insurance, Reinsurance, Claim, Claims Management, Commercial Insurance, Inland Marine, Insurance Brokerage, Captives, Excess, Liability Analysis
Education
St. Joseph's College (IN) 1973 — 1975
BA, Liberal Arts
Peabody College / Vanderbilt Univ 1967 — 1970
English
Willis November 1998 - Present
Hilb, Rogal & Hobbs (HRH) January 2006 - November 2008
T. J. Adams & Associates November 1998 - January 2006
EBI Insurance Company 1996 - 1998
Mesirow Financial 1984 - 1994
Johnson & Higgins 1973 - 1984
Skills
Property & Casualty..., Casualty, Brokers, Liability, General Liability, Workers Compensation, Insurance, Risk Management, Legal Liability, Commercial Lines, D&O, Employment Practices..., Underwriting, General Insurance, Professional Liability, Financial Risk, Casualty Insurance, Umbrella Insurance, Reinsurance, Claim, Claims Management, Commercial Insurance, Inland Marine, Insurance Brokerage, Captives, Excess, Liability Analysis
Education
St. Joseph's College (IN) 1973 — 1975
BA, Liberal Arts
Peabody College / Vanderbilt Univ 1967 — 1970
English
Bruce Jacobs's Mesirow Financial Experience December 2005 - April 2010
Job CPA with Expertise in Real Estate Seeking New Opportunities
Industry Commercial Real Estate
Experience
Mesirow Financial December 2005 - April 2010
Prime Group Realty Trust October 1998 - April 2002
Rubloff Development Group, Inc. September 1997 - September 1998
Continental Offices Ltd. May 1983 - June 1997
Schwartz, Frumm and Millman, LLP January 1982 - April 1983
Family Jewelry Business January 1974 - January 1978
Skills
Real Estate Economics, Due Diligence, Asset Managment, Financial Analysis, Financial Reporting, Real Estate, Cash Management, Budgets, Corporate Finance, Investments, Accounting, Finance, Auditing, Managerial Finance, Risk Management
Education
Roosevelt University 1970 — 1974
BSBA
Mesirow Financial December 2005 - April 2010
Prime Group Realty Trust October 1998 - April 2002
Rubloff Development Group, Inc. September 1997 - September 1998
Continental Offices Ltd. May 1983 - June 1997
Schwartz, Frumm and Millman, LLP January 1982 - April 1983
Family Jewelry Business January 1974 - January 1978
Skills
Real Estate Economics, Due Diligence, Asset Managment, Financial Analysis, Financial Reporting, Real Estate, Cash Management, Budgets, Corporate Finance, Investments, Accounting, Finance, Auditing, Managerial Finance, Risk Management
Education
Roosevelt University 1970 — 1974
BSBA
Katrina Atkins's Mesirow Financial Experience February 1998 - May 2000
Job Executive Assistant
Industry Transportation/Trucking/Railroad
Experience
CN August 2011 - Present
Aon Hewitt May 2008 - August 2011
Purdue University Calumet May 2000 - April 2008
Mesirow Financial February 1998 - May 2000
Education
Purdue University Calumet 2000 — 2007
B.A., Public Relations
CN August 2011 - Present
Aon Hewitt May 2008 - August 2011
Purdue University Calumet May 2000 - April 2008
Mesirow Financial February 1998 - May 2000
Education
Purdue University Calumet 2000 — 2007
B.A., Public Relations
Anthony Mogavero's Mesirow Financial Experience July 2014 - Present
Job Project/Product Manager in Brokerage/Financial Industry
Industry Financial Services
Experience
Mitsubishi UFJ Trust & Banking Corporation February 2015 - Present
Mesirow Financial July 2014 - Present
Broadridge Financial Solutions July 2011 - July 2014
BMW of North America, LLC February 2010 - February 2011
Morgan Stanley Wealth Management July 2006 - December 2007
Skills
Banking, Business Analysis, CRM, Capital Markets, Cross-functional Team..., Equities, Financial Services, Fixed Income, Management, Process Improvement, Project Management, Risk Management, SDLC, Sales, Securities, Vendor Management, Derivatives
Education
Salem Community College 1996 — 1998
Associates, Business Administration, Management and Operations, 3.5
Tottenville HS 1977 — 1981
Academic-finance, Mathematics and Computer Science
Mitsubishi UFJ Trust & Banking Corporation February 2015 - Present
Mesirow Financial July 2014 - Present
Broadridge Financial Solutions July 2011 - July 2014
BMW of North America, LLC February 2010 - February 2011
Morgan Stanley Wealth Management July 2006 - December 2007
Skills
Banking, Business Analysis, CRM, Capital Markets, Cross-functional Team..., Equities, Financial Services, Fixed Income, Management, Process Improvement, Project Management, Risk Management, SDLC, Sales, Securities, Vendor Management, Derivatives
Education
Salem Community College 1996 — 1998
Associates, Business Administration, Management and Operations, 3.5
Tottenville HS 1977 — 1981
Academic-finance, Mathematics and Computer Science
Douglas Twombly's Mesirow Financial Experience September 2013 - Present
Job at
Industry Financial Services
Experience
Mesirow Financial September 2013 - Present
Loop Capital Markets April 2012 - August 2013
Raymond James & Associates, Inc April 2011 - June 2012
Barclays Capital June 2006 - January 2011
Merrill Lynch April 1999 - June 2006
State Street Bank January 1992 - April 1999
State Street Bank & Trust 1992 - 1999
Skills
Fixed Income, Bonds, Series 7, Series 63, Trading, Capital Markets, Investment Banking, Securities, Derivatives, Structured Products, Alternative Investments, Asset Managment, Bloomberg, Portfolio Management, Interest Rate..., Asset Management, Mutual Funds, Options
Education
Providence College 1987 — 1991
BA, Political Science
Mesirow Financial September 2013 - Present
Loop Capital Markets April 2012 - August 2013
Raymond James & Associates, Inc April 2011 - June 2012
Barclays Capital June 2006 - January 2011
Merrill Lynch April 1999 - June 2006
State Street Bank January 1992 - April 1999
State Street Bank & Trust 1992 - 1999
Skills
Fixed Income, Bonds, Series 7, Series 63, Trading, Capital Markets, Investment Banking, Securities, Derivatives, Structured Products, Alternative Investments, Asset Managment, Bloomberg, Portfolio Management, Interest Rate..., Asset Management, Mutual Funds, Options
Education
Providence College 1987 — 1991
BA, Political Science
Stacy Ambrosini's Mesirow Financial Experience August 2005 - February 2012
Job Vice President at Alley Company LLC
Industry Financial Services
Experience
Alley Company LLC February 2012 - Present
Mesirow Financial August 2005 - February 2012
Front Barnett Associates LLC August 1994 - August 2005
Security APL May 1992 - August 1994
Skills
Axys, Microsoft Excel, Bloomberg Terminal, Investment Management, Security APL, Securities, Investments, Fixed Income
Education
St. Norbert College 1988 — 1992
BA
Alley Company LLC February 2012 - Present
Mesirow Financial August 2005 - February 2012
Front Barnett Associates LLC August 1994 - August 2005
Security APL May 1992 - August 1994
Skills
Axys, Microsoft Excel, Bloomberg Terminal, Investment Management, Security APL, Securities, Investments, Fixed Income
Education
St. Norbert College 1988 — 1992
BA
Crystal Gough's Mesirow Financial Experience November 2005 - June 2010
Job Mom of Addison & Brooklyn
Industry Nonprofit Organization Management
Experience
Mesirow Financial November 2005 - June 2010
Skills
Insurance, Microsoft Word, Administrative..., Sales, Customer Service, Microsoft Excel, Microsoft Office
Education
South Suburban College 1993 — 1996
Associate's degree, Childcare
Mesirow Financial November 2005 - June 2010
Skills
Insurance, Microsoft Word, Administrative..., Sales, Customer Service, Microsoft Excel, Microsoft Office
Education
South Suburban College 1993 — 1996
Associate's degree, Childcare
Galdina Guzman-Sigala's Mesirow Financial Experience December 2014 - April 2015
Job
Industry Banking
Experience
Heidrick & Struggles May 2015 - Present
Mesirow Financial December 2014 - April 2015
Urban Partnership Bank November 2012 - December 2014
True Value Company October 2008 - October 2012
True Value Company December 2004 - October 2008
True Value Company May 2004 - December 2004
AkzoNobel January 2003 - April 2004
Gerling January 2001 - January 2002
QST Industries, Inc. January 1999 - January 2001
Education
Roosevelt University 2000 — 2002
Masters of Business Administration
Roosevelt University 1995 — 1999
B.A
Heidrick & Struggles May 2015 - Present
Mesirow Financial December 2014 - April 2015
Urban Partnership Bank November 2012 - December 2014
True Value Company October 2008 - October 2012
True Value Company December 2004 - October 2008
True Value Company May 2004 - December 2004
AkzoNobel January 2003 - April 2004
Gerling January 2001 - January 2002
QST Industries, Inc. January 1999 - January 2001
Education
Roosevelt University 2000 — 2002
Masters of Business Administration
Roosevelt University 1995 — 1999
B.A
michael joseph lewicca olejniczak's Mesirow Financial Experience January 1997 - January 1998
Job Trader at Index Elite
Industry Capital Markets
Experience
Index Elite October 2012 - Present
OPS Phillip Sylvestor January 1998 - January 2000
Mesirow Financial January 1997 - January 1998
Skills
One main focus of my..., I am also a buisnessman...
Education
Purdue University Calumet 2005 — 2012
psy, phil, logic,stat, psy proffesional ethics
Index Elite October 2012 - Present
OPS Phillip Sylvestor January 1998 - January 2000
Mesirow Financial January 1997 - January 1998
Skills
One main focus of my..., I am also a buisnessman...
Education
Purdue University Calumet 2005 — 2012
psy, phil, logic,stat, psy proffesional ethics
Kristin Gegner's Mesirow Financial Experience May 2001 - Present
Job Designer/Web Manager at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial May 2001 - Present
Skills
Dreamweaver, Web Design, Intranet Portals, Graphic Design, Adobe Creative Suite, HTML, CSS, Sharepoint, Logo Design, Microsoft Office, Web Marketing, Web Analytics, SharePoint, User Experience, Web Development, Email Marketing, User Interface Design
Education
Purdue University
Bachelor of Arts (B.A.)
Mesirow Financial May 2001 - Present
Skills
Dreamweaver, Web Design, Intranet Portals, Graphic Design, Adobe Creative Suite, HTML, CSS, Sharepoint, Logo Design, Microsoft Office, Web Marketing, Web Analytics, SharePoint, User Experience, Web Development, Email Marketing, User Interface Design
Education
Purdue University
Bachelor of Arts (B.A.)
Lori Giffney's Mesirow Financial Experience November 2014 - Present
Job Executive Assistant at Mesirow Financial
Industry Nonprofit Organization Management
Experience
Mesirow Financial November 2014 - Present
Homewood Church January 2002 - November 2014
Giffney Carpet Care 1999 - 2006
Lazard Freres & Co. 1990 - 1995
Skills
Organization, Team Leadership, Team Building, Communication, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Highly Detailed, Multi Tasking, Master Scheduling, Efficent, Handle Confidential..., QuickBooks, Process Scheduler, Payroll, Leadership, Administrative..., Administrative..., Event Planning, Public Speaking, Nonprofits, Human Resources, Customer Service
Education
Robert Morris College 1984 — 1985
Secretarial Science, Law
Harold L Richards High School 1980 — 1984
Mesirow Financial November 2014 - Present
Homewood Church January 2002 - November 2014
Giffney Carpet Care 1999 - 2006
Lazard Freres & Co. 1990 - 1995
Skills
Organization, Team Leadership, Team Building, Communication, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Highly Detailed, Multi Tasking, Master Scheduling, Efficent, Handle Confidential..., QuickBooks, Process Scheduler, Payroll, Leadership, Administrative..., Administrative..., Event Planning, Public Speaking, Nonprofits, Human Resources, Customer Service
Education
Robert Morris College 1984 — 1985
Secretarial Science, Law
Harold L Richards High School 1980 — 1984
Meredith Wren's Mesirow Financial Experience June 2007 - August 2007
Job JDMBA Candidate at Northwestern University School of Law
Industry
Experience
Debevoise & Plimpton May 2014 - August 2014
Barclays July 2010 - July 2012
US Congress June 2009 - July 2009
Morgan Stanley Wealth Management June 2008 - August 2008
Mesirow Financial June 2007 - August 2007
Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Legal Research, Strategy, Mergers & Acquisitions, Financial Analysis, Analysis, Business Strategy
Education
Kellogg School of Management 2012 — 2015
Master of Business Administration (MBA)
Northwestern University School of Law 2012 — 2015
Doctor of Law (JD)
Princeton University 2006 — 2010
Bachelor of Arts (B.A.)
Debevoise & Plimpton May 2014 - August 2014
Barclays July 2010 - July 2012
US Congress June 2009 - July 2009
Morgan Stanley Wealth Management June 2008 - August 2008
Mesirow Financial June 2007 - August 2007
Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Legal Research, Strategy, Mergers & Acquisitions, Financial Analysis, Analysis, Business Strategy
Education
Kellogg School of Management 2012 — 2015
Master of Business Administration (MBA)
Northwestern University School of Law 2012 — 2015
Doctor of Law (JD)
Princeton University 2006 — 2010
Bachelor of Arts (B.A.)
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.