Mesirow Financial
Industry: Financial services company
DescriptionMesirow Financial is a financial services company based in Chicago. The firm is employee-owned. It provides investment management, capital markets, and investment banking services. CEO: Richard S. Price (Mar 2011–) Assets under management: 34.5 billion USD Headquarters: Chicago, Illinois, United States Founder: Norman Mesirow Founded: 1937 Number of employees: 600
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Mesirow Financial Employees
Employee
Years
Job
Industry
Karol Kurzydłowski Karol Kurzydłowski's Mesirow Financial Experience June 2014 - August 2014
Job Wealth Management Intern at RMB Capital
Industry Financial Services
Experience
RMB Capital June 2015 - August 2015
Mesirow Financial June 2014 - August 2014
Centrum im. Adama Smitha June 2013 - July 2013
Shop & Save Market May 2011 - July 2012
Skills
PowerPoint, Facebook, Economics, Microsoft Office, Social Media, Microsoft Word, Polish, Microsoft Excel, Public Speaking, Time Management, Event Planning, Sports, Statistics, Municipal Bonds, Financial Accounting, Public Finance, Investment Banking, Salesforce.com, Portfolio Management, Bloomberg Software, Wealth Management, Morningstar, MoneyGuidePro, Customer Service, Teamwork, Leadership
Education
University of Chicago 2012 — 2015
Bachelor’s Degree
University of Miami 2011 — 2012
Bachelor’s Degree
Loyola Academy 2007 — 2011
High School
RMB Capital June 2015 - August 2015
Mesirow Financial June 2014 - August 2014
Centrum im. Adama Smitha June 2013 - July 2013
Shop & Save Market May 2011 - July 2012
Skills
PowerPoint, Facebook, Economics, Microsoft Office, Social Media, Microsoft Word, Polish, Microsoft Excel, Public Speaking, Time Management, Event Planning, Sports, Statistics, Municipal Bonds, Financial Accounting, Public Finance, Investment Banking, Salesforce.com, Portfolio Management, Bloomberg Software, Wealth Management, Morningstar, MoneyGuidePro, Customer Service, Teamwork, Leadership
Education
University of Chicago 2012 — 2015
Bachelor’s Degree
University of Miami 2011 — 2012
Bachelor’s Degree
Loyola Academy 2007 — 2011
High School
Jake Lieser's Mesirow Financial Experience May 2014 - Present
Job Sr. Corporate Recruiter at Mesirow Financial
Industry Human Resources
Experience
Mesirow Financial May 2014 - Present
Aon October 2013 - May 2014
Brooksource April 2011 - September 2013
Brooksource April 2011 - April 2011
Brooksource November 2009 - April 2011
Skills
Contract Negotiation, Cold Calling, Account Management, Staffing Services, Technical Recruiting, Sales Process, Internet Recruiting, Sales, Building Relationships, Applicant Tracking..., Recruiting, Contract Recruitment, College Recruiting, Direct Sales, Networking, Temporary Placement, Interviews, Human Resources, Training, Consulting, Screening, Sourcing, Staff Augmentation
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelors of Science, Communications
Mesirow Financial May 2014 - Present
Aon October 2013 - May 2014
Brooksource April 2011 - September 2013
Brooksource April 2011 - April 2011
Brooksource November 2009 - April 2011
Skills
Contract Negotiation, Cold Calling, Account Management, Staffing Services, Technical Recruiting, Sales Process, Internet Recruiting, Sales, Building Relationships, Applicant Tracking..., Recruiting, Contract Recruitment, College Recruiting, Direct Sales, Networking, Temporary Placement, Interviews, Human Resources, Training, Consulting, Screening, Sourcing, Staff Augmentation
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelors of Science, Communications
Katie Schlax's Mesirow Financial Experience May 2011 - November 2013
Job Account Manager at Lockton Companies
Industry Insurance
Experience
Wells Fargo Insurance Services November 2013 - May 2015
Mesirow Financial May 2011 - November 2013
C.R. Vince & Associates, Inc. June 2009 - May 2011
Campus Maids, LLC June 2008 - September 2009
Cold Stone Creamery April 2007 - May 2009
Dudley & Lake May 2005 - August 2006
CitiNet Frosch Travel May 2005 - August 2005
Skills
Customer Service, Access, Liability, Casualty, Workers Compensation, Microsoft Word, Insurance, Property & Casualty..., Brokers, Professional Liability, Underwriting, Commercial Insurance
Education
University of Illinois at Urbana-Champaign 2005 — 2009
BA, Sociology
Wells Fargo Insurance Services November 2013 - May 2015
Mesirow Financial May 2011 - November 2013
C.R. Vince & Associates, Inc. June 2009 - May 2011
Campus Maids, LLC June 2008 - September 2009
Cold Stone Creamery April 2007 - May 2009
Dudley & Lake May 2005 - August 2006
CitiNet Frosch Travel May 2005 - August 2005
Skills
Customer Service, Access, Liability, Casualty, Workers Compensation, Microsoft Word, Insurance, Property & Casualty..., Brokers, Professional Liability, Underwriting, Commercial Insurance
Education
University of Illinois at Urbana-Champaign 2005 — 2009
BA, Sociology
Jen McConnell, CPA, CIRA's Mesirow Financial Experience February 2013 - August 2015
Job Vice President at AlixPartners
Industry Financial Services
Experience
AlixPartners September 2015 - Present
Mesirow Financial February 2013 - August 2015
Huron Consulting Group October 2006 - February 2013
Meals on Wheels Chicago 2007 - 2013
Deloitte September 2004 - October 2006
Skills
Restructuring, Financial Modeling, Due Diligence, Corporate Finance, Strategy, SEC filings, Business Valuation, Valuation, Financial Analysis, Private Equity, Acquisition Integration, Mergers & Acquisitions, M&A experience, Accounting, Portfolio Management, Management, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
B.S., Accountancy
AlixPartners September 2015 - Present
Mesirow Financial February 2013 - August 2015
Huron Consulting Group October 2006 - February 2013
Meals on Wheels Chicago 2007 - 2013
Deloitte September 2004 - October 2006
Skills
Restructuring, Financial Modeling, Due Diligence, Corporate Finance, Strategy, SEC filings, Business Valuation, Valuation, Financial Analysis, Private Equity, Acquisition Integration, Mergers & Acquisitions, M&A experience, Accounting, Portfolio Management, Management, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
B.S., Accountancy
Catherine Woodard's Mesirow Financial Experience April 2008 - April 2009
Job Process and Change Management Consultant
Industry Management Consulting
Experience
Independent Consultant 2005 - Present
Centric Consulting November 2011 - March 2014
NorthBound Solutions, Inc. August 2009 - October 2011
Mesirow Financial April 2008 - April 2009
Bank of America Business Credit Corp. April 2004 - May 2004
Fleet Business Credit 2000 - April 2004
Sanwa Business Credit 1995 - 2000
Arthur Andersen 1990 - 1995
Skills
Jive Software, Jive Software Training, Organizational Change, Change Management, Business Change..., Business Inte, Project Management, Management Consulting, Process Improvement, Business Process Mapping, Business Strategy, Business Intelligence, Analysis, Strategy, Management, Enterprise Software, Financial Analysis, Business Process..., Consulting, Training, Business Analysis
Education
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
Independent Consultant 2005 - Present
Centric Consulting November 2011 - March 2014
NorthBound Solutions, Inc. August 2009 - October 2011
Mesirow Financial April 2008 - April 2009
Bank of America Business Credit Corp. April 2004 - May 2004
Fleet Business Credit 2000 - April 2004
Sanwa Business Credit 1995 - 2000
Arthur Andersen 1990 - 1995
Skills
Jive Software, Jive Software Training, Organizational Change, Change Management, Business Change..., Business Inte, Project Management, Management Consulting, Process Improvement, Business Process Mapping, Business Strategy, Business Intelligence, Analysis, Strategy, Management, Enterprise Software, Financial Analysis, Business Process..., Consulting, Training, Business Analysis
Education
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
Renee Dawson's Mesirow Financial Experience October 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Mesirow Financial October 2014 - Present
Nationwide Planning Associates, Inc. 2006 - 2011
Skills
Customer Service
Education
University of Maryland College Park 2000 — 2005
Bachelor of Arts (B.A.), Psychology
Mesirow Financial October 2014 - Present
Nationwide Planning Associates, Inc. 2006 - 2011
Skills
Customer Service
Education
University of Maryland College Park 2000 — 2005
Bachelor of Arts (B.A.), Psychology
Karen Kwon Karen Kwon's Mesirow Financial Experience 2014 - Present
Job Benefits Analyst at Mesirow Financial
Industry Insurance
Experience
Mesirow Financial 2014 - Present
IPC International Corporation 2005 - 2014
Aon Hewitt 2002 - 2005
Skills
Employee Benefits, Benefits Administration, HRIS, Deferred Compensation, Open Enrollment, COBRA, Emergency Management, Human Resources, Team Building, Corporate Security, Executive Pay, Job Descriptions, Employee Relations, Employee Handbooks, Microsoft Office, Labor Relations, Management, SPHR, Salary, Workforce Planning, Security Training, Leadership, Onboarding, Private Investigations, Performance Management, Incentive Programs, Recruiting, Risk Assessment, Health Insurance, Personnel Management, ADP Payroll, CCTV, Security Management, Customer Service
Education
University of Iowa 1998 — 2002
Bachelor of Arts (BA), Economics
Mesirow Financial 2014 - Present
IPC International Corporation 2005 - 2014
Aon Hewitt 2002 - 2005
Skills
Employee Benefits, Benefits Administration, HRIS, Deferred Compensation, Open Enrollment, COBRA, Emergency Management, Human Resources, Team Building, Corporate Security, Executive Pay, Job Descriptions, Employee Relations, Employee Handbooks, Microsoft Office, Labor Relations, Management, SPHR, Salary, Workforce Planning, Security Training, Leadership, Onboarding, Private Investigations, Performance Management, Incentive Programs, Recruiting, Risk Assessment, Health Insurance, Personnel Management, ADP Payroll, CCTV, Security Management, Customer Service
Education
University of Iowa 1998 — 2002
Bachelor of Arts (BA), Economics
Jennifer Kivlin's Mesirow Financial Experience February 1997 - March 2003
Job Vice President at Holmes Murphy & Associates
Industry Insurance
Experience
Holmes Murphy & Associates October 2014 - Present
HNI Corporation July 2010 - October 2014
Lee Enterprises March 2003 - July 2010
Mesirow Financial February 1997 - March 2003
Skills
Benefits Administration, HRIS, Employee Relations, Employee Benefits, Deferred Compensation, Onboarding, Performance Management, Succession Planning, Workforce Planning, Executive Pay, Health Insurance, Organizational..., Process Improvement, Recruiting
Education
University of Iowa 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance
Holmes Murphy & Associates October 2014 - Present
HNI Corporation July 2010 - October 2014
Lee Enterprises March 2003 - July 2010
Mesirow Financial February 1997 - March 2003
Skills
Benefits Administration, HRIS, Employee Relations, Employee Benefits, Deferred Compensation, Onboarding, Performance Management, Succession Planning, Workforce Planning, Executive Pay, Health Insurance, Organizational..., Process Improvement, Recruiting
Education
University of Iowa 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance
Vince Slivka's Mesirow Financial Experience March 2001 - March 2010
Job Real Estate Development and Construction Executive | Owner's Representative
Industry Real Estate
Experience
rmc International November 2014 - Present
VS3 Associates February 2010 - October 2014
Navigant Consulting May 2010 - April 2013
Mesirow Financial March 2001 - March 2010
The McClier Corporation, an AECOM Company March 1989 - December 2001
The Austin Company November 1988 - March 1989
Mike Oppenheim Associates February 1984 - November 1988
Skidmore Owings & Merrill LLP (SOM) November 1976 - February 1984
Skills
Architecture, Construction, Construction Management, Feasibility Studies, LEED AP, Program Management, Mixed-use, Real Estate Economics, Real Estate Development, Commercial Real Estate, Business Development, Urban Design, Design Research, Due Diligence, Architectural Design, Consulting, Value Engineering, Contract Management, Real Estate, Valuation, Green Building, Corporate Real Estate, Sustainable Architecture, Financial Analysis, Residential Homes, Sustainable Design, Budgets, Project Planning, Disposition, Project Management, Submittals, LEED, Risk Management, Renovation, High Rise, Design Management, Revit, BIM, AIA, Comprehensive Planning, Entitlements, Expert Witness, Urban Planning, Integrated Project..., Space-planning, Asset Managment, Financial Modeling, Sustainability, Contract Negotiation, Construction Drawings
Education
University of Pennsylvania 1974 — 1976
Master of Architecture (M.Arch.), Architectural Design
Foreign Study Program, Versailles, France 1972 — 1973
Architecture
University of Illinois at Urbana-Champaign 1969 — 1973
Bachelor of Science (BS), Architecture, Highest Honors
rmc International November 2014 - Present
VS3 Associates February 2010 - October 2014
Navigant Consulting May 2010 - April 2013
Mesirow Financial March 2001 - March 2010
The McClier Corporation, an AECOM Company March 1989 - December 2001
The Austin Company November 1988 - March 1989
Mike Oppenheim Associates February 1984 - November 1988
Skidmore Owings & Merrill LLP (SOM) November 1976 - February 1984
Skills
Architecture, Construction, Construction Management, Feasibility Studies, LEED AP, Program Management, Mixed-use, Real Estate Economics, Real Estate Development, Commercial Real Estate, Business Development, Urban Design, Design Research, Due Diligence, Architectural Design, Consulting, Value Engineering, Contract Management, Real Estate, Valuation, Green Building, Corporate Real Estate, Sustainable Architecture, Financial Analysis, Residential Homes, Sustainable Design, Budgets, Project Planning, Disposition, Project Management, Submittals, LEED, Risk Management, Renovation, High Rise, Design Management, Revit, BIM, AIA, Comprehensive Planning, Entitlements, Expert Witness, Urban Planning, Integrated Project..., Space-planning, Asset Managment, Financial Modeling, Sustainability, Contract Negotiation, Construction Drawings
Education
University of Pennsylvania 1974 — 1976
Master of Architecture (M.Arch.), Architectural Design
Foreign Study Program, Versailles, France 1972 — 1973
Architecture
University of Illinois at Urbana-Champaign 1969 — 1973
Bachelor of Science (BS), Architecture, Highest Honors
Elizabeth Rieveley Elizabeth Rieveley's Mesirow Financial Experience January 2012 - July 2013
Job Manager, Compensation and Benefits
Industry Human Resources
Experience
Museum of Science and Industry July 2013 - Present
Mesirow Financial January 2012 - July 2013
Cott Beverages May 2010 - December 2011
Cott Beverages April 2008 - January 2011
CLUB Z TUTORING 2007 - 2008
Thermofisher Scientific 2006 - 2007
Cott Beverages 2006 - 2006
Skills
Employee Relations, Human Resources, Onboarding, Performance Management, Policy, SAP, Team Building, Talent Management, Customer Service, Employee Benefits, Payroll, Leadership
Education
University of Tampa 2007 — 2010
Master of Business Administration, Finance, General
University of Pittsburgh 2002 — 2006
Bachelor of Arts, Spanish
Museum of Science and Industry July 2013 - Present
Mesirow Financial January 2012 - July 2013
Cott Beverages May 2010 - December 2011
Cott Beverages April 2008 - January 2011
CLUB Z TUTORING 2007 - 2008
Thermofisher Scientific 2006 - 2007
Cott Beverages 2006 - 2006
Skills
Employee Relations, Human Resources, Onboarding, Performance Management, Policy, SAP, Team Building, Talent Management, Customer Service, Employee Benefits, Payroll, Leadership
Education
University of Tampa 2007 — 2010
Master of Business Administration, Finance, General
University of Pittsburgh 2002 — 2006
Bachelor of Arts, Spanish
Valerie Hansen, ALMI, ACS's Mesirow Financial Experience April 2014 - Present
Job Account Representative at Mesirow Financial
Industry Insurance
Experience
Mesirow Financial April 2014 - Present
Mesirow Financial October 2013 - April 2014
Transamerica Life Insurance Company April 2013 - October 2013
Transamerica Life Insurance Company September 2010 - March 2013
Skills
Insurance, Licensing, Life Insurance, Microsoft Office, Highly detail oriented, Customer Service, Sales, Call Centers, Data Entry, Long-term Care, Fixed Annuities, Underwriting
Education
University of Northern Iowa 2007 — 2010
Bachelor's Degree, Business Administration: Management
Mesirow Financial April 2014 - Present
Mesirow Financial October 2013 - April 2014
Transamerica Life Insurance Company April 2013 - October 2013
Transamerica Life Insurance Company September 2010 - March 2013
Skills
Insurance, Licensing, Life Insurance, Microsoft Office, Highly detail oriented, Customer Service, Sales, Call Centers, Data Entry, Long-term Care, Fixed Annuities, Underwriting
Education
University of Northern Iowa 2007 — 2010
Bachelor's Degree, Business Administration: Management
Cheryl (Washer) Myhre Cheryl (Washer) Myhre's Mesirow Financial Experience May 2008 - October 2014
Job Operations Specialist at Driehaus Capital Management LLC
Industry Financial Services
Experience
Driehaus Capital Management LLC October 2014 - Present
Mesirow Financial May 2008 - October 2014
Carpe Diem Capital Management LLC April 2007 - April 2008
HSBC/ Beneficial Bank December 2003 - August 2006
Beneficial Bank April 2003 - November 2003
Skills
Financial Analysis, Hedge Funds, Treasury, Bank Reconciliation, FX trading, Client Relations Skills, Close Attention to..., Cash Flow, Cash Management, Fund Of Funds, Internal Controls, Reporting & Analysis, Financial Reporting
Education
University of New Hampshire
BA
Driehaus Capital Management LLC October 2014 - Present
Mesirow Financial May 2008 - October 2014
Carpe Diem Capital Management LLC April 2007 - April 2008
HSBC/ Beneficial Bank December 2003 - August 2006
Beneficial Bank April 2003 - November 2003
Skills
Financial Analysis, Hedge Funds, Treasury, Bank Reconciliation, FX trading, Client Relations Skills, Close Attention to..., Cash Flow, Cash Management, Fund Of Funds, Internal Controls, Reporting & Analysis, Financial Reporting
Education
University of New Hampshire
BA
Scott Canna's Mesirow Financial Experience 2012 - 2012
Job Investment Banking Analyst at Citi
Industry Investment Banking
Experience
Citi 2014 - Present
Citi 2013 - Present
RoundTable Healthcare Partners 2012 - 2012
Mesirow Financial 2012 - 2012
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
Citi 2014 - Present
Citi 2013 - Present
RoundTable Healthcare Partners 2012 - 2012
Mesirow Financial 2012 - 2012
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
Paul Pugliese's Mesirow Financial Experience March 1994 - September 2006
Job Owner/operator at MAN CAVE Consignment
Industry Retail
Experience
MAN CAVE Consignment June 2012 - Present
PTP Enterprises, Inc. April 1984 - Present
Mesirow Financial March 1994 - September 2006
Skills
Retail, Customer Service
Education
University of New England 1963 — 1967
Economics, Liberal Arts and Sciences/Liberal Studies
MAN CAVE Consignment June 2012 - Present
PTP Enterprises, Inc. April 1984 - Present
Mesirow Financial March 1994 - September 2006
Skills
Retail, Customer Service
Education
University of New England 1963 — 1967
Economics, Liberal Arts and Sciences/Liberal Studies
Stephanie Boylan Stephanie Boylan's Mesirow Financial Experience January 2011 - February 2014
Job Investment Banking at William Blair & Company
Industry Financial Services
Experience
William Blair & Company February 2014 - Present
Mesirow Financial January 2011 - February 2014
Centro Properties Group March 2006 - September 2009
Skills
Real Estate, Property Management, Financial Analysis, Asset Managment, Asset Management, Due Diligence, Investments, Corporate Finance, Customer Service, Event Planning
Education
University of Iowa 1999 — 2003
Bachelor of Arts and Sciences, Communications and Journalism
William Blair & Company February 2014 - Present
Mesirow Financial January 2011 - February 2014
Centro Properties Group March 2006 - September 2009
Skills
Real Estate, Property Management, Financial Analysis, Asset Managment, Asset Management, Due Diligence, Investments, Corporate Finance, Customer Service, Event Planning
Education
University of Iowa 1999 — 2003
Bachelor of Arts and Sciences, Communications and Journalism
Scott Paczosa Scott Paczosa's Mesirow Financial Experience 2005 - 2007
Job Global Leader of Strategic Initiatives, Focused on Identifying Emerging Risks & Developing Strategic Solutions
Industry Management Consulting
Experience
Navigant April 2007 - Present
Mesirow Financial 2005 - 2007
Ernst & Young LLP 1995 - 2005
Skills
Management, Due Diligence, Litigation, Corporate Governance, Program Management, Mergers, Strategy, Analysis, Banking, Finance, Valuation
Education
University of Iowa 1985 — 1989
Navigant April 2007 - Present
Mesirow Financial 2005 - 2007
Ernst & Young LLP 1995 - 2005
Skills
Management, Due Diligence, Litigation, Corporate Governance, Program Management, Mergers, Strategy, Analysis, Banking, Finance, Valuation
Education
University of Iowa 1985 — 1989
Greg Salchow Greg Salchow's Mesirow Financial Experience 1996 - 1998
Job Group Treasurer at Spartan Motors, Inc.
Industry Automotive
Experience
Spartan Chassis, Inc. January 2012 - Present
Independent Consultant May 2008 - January 2012
Avondale Partners, LLC September 2007 - May 2008
Noble International, Ltd August 2003 - September 2007
Noble Metal Processing 2003 - 2007
Raymond James September 1998 - January 2003
Mesirow Financial 1996 - 1998
UMB Bank 1987 - 1989
UMB Bank 1987 - 1989
UMB Bank 1987 - 1989
Skills
Accounting, Forecasting, Investor Relations, Valuation, Financial Analysis, Analysis, Cash Management, Financial Modeling, Due Diligence, Budgeting, Corporate Finance, Business Planning, Cash Flow, Financial Planning, Strategic Planning, SOX, Debt, DCF, Internal Controls, Equities, Investments, Variance Analysis, Business Valuation, Planning, Private Equity, Mergers, Automotive, Sarbanes-Oxley Act, Mergers & Acquisitions, Treasury, Financial Reporting, Restructuring, Process Improvement, Acquisition Integration, Manufacturing, Divestitures, Cross-functional Team..., IPO, Managerial Finance, Management, Treasury Management
Education
Vanderbilt University - Owen Graduate School of Management 1989 — 1991
MBA, Finance, Organization Management
University of Missouri-Columbia 1982 — 1986
BSBA, Finance
Spartan Chassis, Inc. January 2012 - Present
Independent Consultant May 2008 - January 2012
Avondale Partners, LLC September 2007 - May 2008
Noble International, Ltd August 2003 - September 2007
Noble Metal Processing 2003 - 2007
Raymond James September 1998 - January 2003
Mesirow Financial 1996 - 1998
UMB Bank 1987 - 1989
UMB Bank 1987 - 1989
UMB Bank 1987 - 1989
Skills
Accounting, Forecasting, Investor Relations, Valuation, Financial Analysis, Analysis, Cash Management, Financial Modeling, Due Diligence, Budgeting, Corporate Finance, Business Planning, Cash Flow, Financial Planning, Strategic Planning, SOX, Debt, DCF, Internal Controls, Equities, Investments, Variance Analysis, Business Valuation, Planning, Private Equity, Mergers, Automotive, Sarbanes-Oxley Act, Mergers & Acquisitions, Treasury, Financial Reporting, Restructuring, Process Improvement, Acquisition Integration, Manufacturing, Divestitures, Cross-functional Team..., IPO, Managerial Finance, Management, Treasury Management
Education
Vanderbilt University - Owen Graduate School of Management 1989 — 1991
MBA, Finance, Organization Management
University of Missouri-Columbia 1982 — 1986
BSBA, Finance
David A. Schuster's Mesirow Financial Experience April 1989 - Present
Job Senior Vice President, Insurance Broker
Industry Financial Services
Experience
Mesirow Financial April 1989 - Present
Nabisco Brands January 1986 - April 1989
Ernst & Young August 1983 - January 1986
Skills
Risk Management, Risk Analysis, Risk Assessment, Insurance, Due Diligence, Investments, Underwriting, Financial Analysis, Commercial Insurance, Workers Compensation, Asset Managment, Mergers, Professional Liability, Property & Casualty..., Financial Modeling, Strategic Planning, Real Estate Economics, Mutual Funds, Portfolio Management, Valuation, Capital Markets, Enterprise Risk..., Strategic Financial...
Education
University of Notre Dame 1979 — 1983
Bachelor of Business Administration, Accounting
Lyons Township
Mesirow Financial April 1989 - Present
Nabisco Brands January 1986 - April 1989
Ernst & Young August 1983 - January 1986
Skills
Risk Management, Risk Analysis, Risk Assessment, Insurance, Due Diligence, Investments, Underwriting, Financial Analysis, Commercial Insurance, Workers Compensation, Asset Managment, Mergers, Professional Liability, Property & Casualty..., Financial Modeling, Strategic Planning, Real Estate Economics, Mutual Funds, Portfolio Management, Valuation, Capital Markets, Enterprise Risk..., Strategic Financial...
Education
University of Notre Dame 1979 — 1983
Bachelor of Business Administration, Accounting
Lyons Township
Jared Berk's Mesirow Financial Experience June 2012 - August 2012
Job Analyst at Grosvenor Capital Management, L.P
Industry Financial Services
Experience
Grosvenor Capital Management, L.P September 2013 - Present
Mesirow Financial June 2012 - August 2012
MBF Asset Management June 2011 - August 2011
New York Yankees May 2011 - June 2011
The PrivateBank and Trust Company May 2010 - August 2010
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Financial Modeling, Valuation, Investments, Economics, PowerPoint, Microsoft Word, Securities, Bloomberg
Education
University of Michigan 2009 — 2013
BA, Political Science and Sociology
Highland Park High School 2005 — 2009
Grosvenor Capital Management, L.P September 2013 - Present
Mesirow Financial June 2012 - August 2012
MBF Asset Management June 2011 - August 2011
New York Yankees May 2011 - June 2011
The PrivateBank and Trust Company May 2010 - August 2010
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Financial Modeling, Valuation, Investments, Economics, PowerPoint, Microsoft Word, Securities, Bloomberg
Education
University of Michigan 2009 — 2013
BA, Political Science and Sociology
Highland Park High School 2005 — 2009
Nicole Carlson's Mesirow Financial Experience August 2010 - March 2013
Job Client Service Specialist at Willis
Industry Financial Services
Experience
Willis March 2013 - Present
Mesirow Financial August 2010 - March 2013
Skills
Health Insurance, Employee Benefits, Insurance
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Financial Planning and Services
Willis March 2013 - Present
Mesirow Financial August 2010 - March 2013
Skills
Health Insurance, Employee Benefits, Insurance
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Financial Planning and Services
Jay Goldfarb Jay Goldfarb's Mesirow Financial Experience May 1999 - May 2004
Job CEO at Big Sky Energy Advisors LLC
Industry Oil & Energy
Experience
Big Sky Energy Advisors LLC August 2012 - Present
Woodbridge Oil & Gas Advisors April 2004 - August 2012
Mesirow Financial May 1999 - May 2004
Cardiac Pathways 1998 - 1999
Raychem 1992 - 1996
Skills
Petroleum Engineering, Petroleum Geology, Oil & Gas Exploration, Mergers, Due Diligence, Divestitures, Private Equity, Valuation, Financial Modeling, Investment Banking, Venture Capital, Joint Ventures, Investments, Business Development, Acquisitions, Corporate Finance, Alternative Investments, Energy, Mergers & Acquisitions, Energy Industry, Start-ups, Petroleum, Corporate Development, Business Strategy, Upstream, Natural Gas, Oil & Gas Industry, M&A experience, Project Finance, Investor Relations, Capital, Private Placements, Leveraged Finance, Special Situations
Education
University of Massachusetts, Amherst 1986 — 1991
Ph.D., Polymer Science & Engineering
University of Massachusetts, Amherst 1984 — 1986
B.S., Chemical Engineering
Big Sky Energy Advisors LLC August 2012 - Present
Woodbridge Oil & Gas Advisors April 2004 - August 2012
Mesirow Financial May 1999 - May 2004
Cardiac Pathways 1998 - 1999
Raychem 1992 - 1996
Skills
Petroleum Engineering, Petroleum Geology, Oil & Gas Exploration, Mergers, Due Diligence, Divestitures, Private Equity, Valuation, Financial Modeling, Investment Banking, Venture Capital, Joint Ventures, Investments, Business Development, Acquisitions, Corporate Finance, Alternative Investments, Energy, Mergers & Acquisitions, Energy Industry, Start-ups, Petroleum, Corporate Development, Business Strategy, Upstream, Natural Gas, Oil & Gas Industry, M&A experience, Project Finance, Investor Relations, Capital, Private Placements, Leveraged Finance, Special Situations
Education
University of Massachusetts, Amherst 1986 — 1991
Ph.D., Polymer Science & Engineering
University of Massachusetts, Amherst 1984 — 1986
B.S., Chemical Engineering
Cathy Schneider's Mesirow Financial Experience August 1988 - June 1998
Job Vice President at mTeam Group / 1st Advantage Mortgage a Draper and Kramer company
Industry Financial Services
Experience
mTeam Group of FIrst Advantage Mortgage, a Draper and Kramer company February 2010 - Present
mTeam Mortgage Group / Guaranteed Rate April 2007 - January 2010
mTeam Financial January 2003 - August 2007
Prism Mortgage / RBC Mortgage June 1998 - January 2003
Mesirow Financial August 1988 - June 1998
Balcor American Express 1983 - 1985
Skills
Mortgage Lending, FHA, Refinance, Loan Origination, Loans, Real Estate Economics, Residential Mortgages, FHA financing, Mortgage Banking, Sales Management, Finance, Investment Properties, Real Estate, Residential Homes, Credit, USDA, Certified Mortgage..., Construction Loans, Government Loans, Reverse Mortgages, Home Equity Lines of..., Commercial Mortgages, Mortgage Underwriting, Home Equity Loans, Brokerage, Real Estate Financing, Underwriting, Loss Mitigation, Commercial Real Estate, Disposition, VA loans, First Time Home Buyers, Real Estate Transactions, Investments, Loan Servicing, Credit Analysis, Financial Structuring, Asset Management, Real Estate Development, Banking, Portfolio Management, FHA Financing, Financial Analysis, Due Diligence
Education
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
BS Finance, Money, Banking & Investments
mTeam Group of FIrst Advantage Mortgage, a Draper and Kramer company February 2010 - Present
mTeam Mortgage Group / Guaranteed Rate April 2007 - January 2010
mTeam Financial January 2003 - August 2007
Prism Mortgage / RBC Mortgage June 1998 - January 2003
Mesirow Financial August 1988 - June 1998
Balcor American Express 1983 - 1985
Skills
Mortgage Lending, FHA, Refinance, Loan Origination, Loans, Real Estate Economics, Residential Mortgages, FHA financing, Mortgage Banking, Sales Management, Finance, Investment Properties, Real Estate, Residential Homes, Credit, USDA, Certified Mortgage..., Construction Loans, Government Loans, Reverse Mortgages, Home Equity Lines of..., Commercial Mortgages, Mortgage Underwriting, Home Equity Loans, Brokerage, Real Estate Financing, Underwriting, Loss Mitigation, Commercial Real Estate, Disposition, VA loans, First Time Home Buyers, Real Estate Transactions, Investments, Loan Servicing, Credit Analysis, Financial Structuring, Asset Management, Real Estate Development, Banking, Portfolio Management, FHA Financing, Financial Analysis, Due Diligence
Education
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
BS Finance, Money, Banking & Investments
Thomas A. Panoplos's Mesirow Financial Experience September 2001 - Present
Job Managing Director, Mesirow Wealth Advisors
Industry Investment Management
Experience
Mesirow Financial September 2001 - Present
LR Development Company September 1995 - March 2001
Price Waterhouse Coopers September 1991 - June 1995
Skills
Investment Management,...
Education
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
BS - Accountancy, Finance & Accounting
Mesirow Financial September 2001 - Present
LR Development Company September 1995 - March 2001
Price Waterhouse Coopers September 1991 - June 1995
Skills
Investment Management,...
Education
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
BS - Accountancy, Finance & Accounting
Melissa (Febel) Dimitri's Mesirow Financial Experience 2004 - 2008
Job Director at Grant Thornton | Performance Optimization | Restructuring & Turnaround Specialist | CCRC Advisor
Industry Management Consulting
Experience
Grant Thornton March 2009 - Present
Badon Hill, LLC April 2008 - December 2011
Mesirow Financial 2004 - 2008
KPMG LLP Corporate Recovery 2002 - 2004
Arthur Andersen 2001 - 2002
Skills
Bankruptcy, Turn Around Management, Restructuring, Management Consulting, Performance Improvement, Financial Analysis, Financial Modeling, Strategic Planning, Business Strategy, Financial Forecasting, Business Transformation, Turnaround Strategy, Crisis Management, Operations Management, Program Management, Business Process..., Strategy
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
B.S. Finance, High Honors, Finance, Accounting, Technology & Management
Lockport Township High School 1993 — 1997
Grant Thornton March 2009 - Present
Badon Hill, LLC April 2008 - December 2011
Mesirow Financial 2004 - 2008
KPMG LLP Corporate Recovery 2002 - 2004
Arthur Andersen 2001 - 2002
Skills
Bankruptcy, Turn Around Management, Restructuring, Management Consulting, Performance Improvement, Financial Analysis, Financial Modeling, Strategic Planning, Business Strategy, Financial Forecasting, Business Transformation, Turnaround Strategy, Crisis Management, Operations Management, Program Management, Business Process..., Strategy
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
B.S. Finance, High Honors, Finance, Accounting, Technology & Management
Lockport Township High School 1993 — 1997
Daniel R. Mohler Daniel R. Mohler's Mesirow Financial Experience June 2014 - August 2014
Job Finance Major at the University of Iowa
Industry Financial Services
Experience
Mesirow Financial June 2014 - August 2014
Lyons Township High School June 2013 - February 2014
Lyons Township High School June 2008 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Leadership, Analysis, Social Media, Teamwork, Time Management, Social Networking
Education
University of Iowa 2012 — 2016
Pursuing Bachelor of Science Degree in Business, Major in Finance, Minor in Psychology, Junior
University of Iowa
Finance, General
Mesirow Financial June 2014 - August 2014
Lyons Township High School June 2013 - February 2014
Lyons Township High School June 2008 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Leadership, Analysis, Social Media, Teamwork, Time Management, Social Networking
Education
University of Iowa 2012 — 2016
Pursuing Bachelor of Science Degree in Business, Major in Finance, Minor in Psychology, Junior
University of Iowa
Finance, General
Maureen Flood's Mesirow Financial Experience February 2006 - Present
Job Managing Director, Insurance Services Division Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial February 2006 - Present
Settlement Planning Associates, LLC March 2001 - February 2006
Near North Insurance Brokerage, Settlement Planning Associates, LLC March 1994 - September 1997
Skills
Licensing, Information Technology, Executive Management, Accounting, Human Resources, Insurance, Management, Mergers, Sales
Education
University of Maryland College Park 1976 — 1979
BS, Advertising
Mesirow Financial February 2006 - Present
Settlement Planning Associates, LLC March 2001 - February 2006
Near North Insurance Brokerage, Settlement Planning Associates, LLC March 1994 - September 1997
Skills
Licensing, Information Technology, Executive Management, Accounting, Human Resources, Insurance, Management, Mergers, Sales
Education
University of Maryland College Park 1976 — 1979
BS, Advertising
Anne Rasho Vanderkamp's Mesirow Financial Experience May 2009 - Present
Job Managing Director at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial May 2009 - Present
Stout Risius Ross, Inc. October 2005 - May 2009
Navigant Consulting, Inc. January 2004 - October 2005
Tucker Alan, Inc. July 1999 - January 2004
Skills
Forensic Accounting, Litigation Support, Certified Fraud Examiner, Financial Analysis, Expert Witness, Valuation, Litigation, Investigation, Trials, Business Valuation
Education
University of Notre Dame 1996 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Mesirow Financial May 2009 - Present
Stout Risius Ross, Inc. October 2005 - May 2009
Navigant Consulting, Inc. January 2004 - October 2005
Tucker Alan, Inc. July 1999 - January 2004
Skills
Forensic Accounting, Litigation Support, Certified Fraud Examiner, Financial Analysis, Expert Witness, Valuation, Litigation, Investigation, Trials, Business Valuation
Education
University of Notre Dame 1996 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Evan Stein's Mesirow Financial Experience June 2013 - August 2013
Job Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
Mesirow Financial June 2013 - August 2013
Skills
Microsoft Excel, Visual Basic, SQL, Data Mining, Data Analysis, Microsoft Office
Education
University of Michigan 2010 — 2014
BSE, Industrial and Operations Engineering
Pittsford Mendon High School 2006 — 2010
Morgan Stanley June 2014 - Present
Mesirow Financial June 2013 - August 2013
Skills
Microsoft Excel, Visual Basic, SQL, Data Mining, Data Analysis, Microsoft Office
Education
University of Michigan 2010 — 2014
BSE, Industrial and Operations Engineering
Pittsford Mendon High School 2006 — 2010
Andrew Carras Andrew Carras's Mesirow Financial Experience July 2013 - August 2013
Job Incoming Investment Banking Analyst at Jefferies
Industry
Experience
Jefferies October 2014 - Present
Merrill Lynch June 2014 - August 2014
Mesirow Financial July 2013 - August 2013
Theta Chi Fraternity October 2012 - August 2013
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor's Degree
Jefferies October 2014 - Present
Merrill Lynch June 2014 - August 2014
Mesirow Financial July 2013 - August 2013
Theta Chi Fraternity October 2012 - August 2013
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor's Degree
George Kalule's Mesirow Financial Experience August 2013 - Present
Job Senior Risk Control Consultant at Mesirow Financial
Industry Insurance
Experience
Mesirow Financial August 2013 - Present
Philadelphia Insurance Companies August 2005 - August 2013
Liberty Mutual Insurance February 2004 - September 2005
Skills
Risk Management, Insurance, Property & Casualty..., Risk Assessment, Liability, Workers Compensation, Claims Management, Commercial Insurance, Claim, Training, Commercial Lines, Risk Management..., Casualty, Professional Liability, Financial Risk, Reinsurance, Fire Safety, Ergonomics, Casualty Insurance, General Insurance, Brokers, Employment Practices..., Excess, Strategic Planning, Data Analysis, Trend Analysis, Public Speaking, Consultants, Life Safety, OSHA 10, Legal Liability, Industrial Engineering, Economics, Safety Engineering, Claims Investigations, OSHA 30-Hour, General Industry Safety, Certified TIPS Trainer, Claim Investigation
Education
University of Massachusetts, Amherst 2000 — 2003
Bachelor of Science, Industrial Engineering & Operations Research
OSHA 501
Mesirow Financial August 2013 - Present
Philadelphia Insurance Companies August 2005 - August 2013
Liberty Mutual Insurance February 2004 - September 2005
Skills
Risk Management, Insurance, Property & Casualty..., Risk Assessment, Liability, Workers Compensation, Claims Management, Commercial Insurance, Claim, Training, Commercial Lines, Risk Management..., Casualty, Professional Liability, Financial Risk, Reinsurance, Fire Safety, Ergonomics, Casualty Insurance, General Insurance, Brokers, Employment Practices..., Excess, Strategic Planning, Data Analysis, Trend Analysis, Public Speaking, Consultants, Life Safety, OSHA 10, Legal Liability, Industrial Engineering, Economics, Safety Engineering, Claims Investigations, OSHA 30-Hour, General Industry Safety, Certified TIPS Trainer, Claim Investigation
Education
University of Massachusetts, Amherst 2000 — 2003
Bachelor of Science, Industrial Engineering & Operations Research
OSHA 501
Stacey Stockman Stacey Stockman's Mesirow Financial Experience 1996 - 1998
Job Founder President at Synergistic Solutions (sylutions.com)
Industry Staffing and Recruiting
Experience
Synergistic Solutions :: sylutions.com 1999 - Present
Sheridan Healthcorp 2013 - 2014
Giant Step 1998 - 2000
Mesirow Financial 1996 - 1998
Baird & Warner 1994 - 1996
Skills
Executive Search, Business Strategy, Internet Strategy, Leadership Development, Thought Leadership, Business Analysis, Web Development, Organizational..., Organizational Change, Angel Investing, Marketing Strategy, SEO, Executive Coaching, Networking, Sales, Change Management, Finance, Recruiting, Marketing, Start-ups, Team Building, Management, Entrepreneurship, Technical Recruiting, Leadership, Business Development, Social Networking, Talent Management, Strategy, Small Business, New Business Development, Strategic Planning, Team Leadership, Consulting, Talent Acquisition, CRM, Management Consulting, Human Resources, Sourcing, Mergers & Acquisitions, Outsourcing, Strategic Partnerships, Integration, Sales Management, Executive Management, Contract Negotiation, Onboarding, SaaS, Product Development, Social Media
Education
Shimer College 1990 — 1994
BA, Psychology & Philosophy
University of Oxford 1992 — 1993
Philosophy & Psychology
Synergistic Solutions :: sylutions.com 1999 - Present
Sheridan Healthcorp 2013 - 2014
Giant Step 1998 - 2000
Mesirow Financial 1996 - 1998
Baird & Warner 1994 - 1996
Skills
Executive Search, Business Strategy, Internet Strategy, Leadership Development, Thought Leadership, Business Analysis, Web Development, Organizational..., Organizational Change, Angel Investing, Marketing Strategy, SEO, Executive Coaching, Networking, Sales, Change Management, Finance, Recruiting, Marketing, Start-ups, Team Building, Management, Entrepreneurship, Technical Recruiting, Leadership, Business Development, Social Networking, Talent Management, Strategy, Small Business, New Business Development, Strategic Planning, Team Leadership, Consulting, Talent Acquisition, CRM, Management Consulting, Human Resources, Sourcing, Mergers & Acquisitions, Outsourcing, Strategic Partnerships, Integration, Sales Management, Executive Management, Contract Negotiation, Onboarding, SaaS, Product Development, Social Media
Education
Shimer College 1990 — 1994
BA, Psychology & Philosophy
University of Oxford 1992 — 1993
Philosophy & Psychology
Eric Von Schaumburg, CSSC's Mesirow Financial Experience May 2006 - Present
Job Vice President
Industry Financial Services
Experience
Mesirow Financial May 2006 - Present
Ameriprise Financial February 2005 - May 2006
SVS Industries, Inc. February 2000 - May 2004
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Finance, Finance
Mesirow Financial May 2006 - Present
Ameriprise Financial February 2005 - May 2006
SVS Industries, Inc. February 2000 - May 2004
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Finance, Finance
Melanie Caron Yermack's Mesirow Financial Experience July 2011 - Present
Job Associate Investment Banking at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial July 2011 - Present
PricewaterhouseCoopers July 2004 - July 2011
Skills
Financial Modeling, Due Diligence, Financial Analysis, Private Equity, Business Valuation, Corporate Finance, Capital Markets, Mergers & Acquisitions, Hedge Funds
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
Mesirow Financial July 2011 - Present
PricewaterhouseCoopers July 2004 - July 2011
Skills
Financial Modeling, Due Diligence, Financial Analysis, Private Equity, Business Valuation, Corporate Finance, Capital Markets, Mergers & Acquisitions, Hedge Funds
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
Steve Lampson's Mesirow Financial Experience 1987 - 1990
Job State Farm Agent
Industry Insurance
Experience
State Farm Insurance July 2011 - Present
Bank of America 2011 - 2011
Wells Fargo Private Bank 2008 - 2010
The Makefield Group, Inc. 1990 - 2008
Mesirow Financial 1987 - 1990
Lehman Brothers Investment Bank 1985 - 1987
Clayton Brown & Associates 1982 - 1985
Skills
Insurance, Underwriting, Life Insurance, Investments, Retirement Planning, Disability Insurance, Mortgage Lending, Loans, Property & Casualty..., Banking, Fixed Annuities, Long-term Care, Health Insurance, Long Term Care Insurance, Real Estate, Term Life Insurance, Retirement, Mutual Funds, Refinance, Property, Small Business, Finance, Whole Life, Financial Services, Homeowners, Commercial Insurance, Umbrella Insurance, Renters, Estate Planning, Workers Compensation, IRAs, Strategic Financial..., Claim, General Insurance, Legal Liability, Liability, Motorcycle, Employee Benefits, Inland Marine, Risk Management, Training, Agents, Residential Mortgages, Series 7, Universal Life, Permanent Life Insurance, Wealth Management, Bonds, Portfolio Management, Commercial Lending
Education
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
Bachelor of Science Degree, Investments & Banking Concentration
State Farm Insurance July 2011 - Present
Bank of America 2011 - 2011
Wells Fargo Private Bank 2008 - 2010
The Makefield Group, Inc. 1990 - 2008
Mesirow Financial 1987 - 1990
Lehman Brothers Investment Bank 1985 - 1987
Clayton Brown & Associates 1982 - 1985
Skills
Insurance, Underwriting, Life Insurance, Investments, Retirement Planning, Disability Insurance, Mortgage Lending, Loans, Property & Casualty..., Banking, Fixed Annuities, Long-term Care, Health Insurance, Long Term Care Insurance, Real Estate, Term Life Insurance, Retirement, Mutual Funds, Refinance, Property, Small Business, Finance, Whole Life, Financial Services, Homeowners, Commercial Insurance, Umbrella Insurance, Renters, Estate Planning, Workers Compensation, IRAs, Strategic Financial..., Claim, General Insurance, Legal Liability, Liability, Motorcycle, Employee Benefits, Inland Marine, Risk Management, Training, Agents, Residential Mortgages, Series 7, Universal Life, Permanent Life Insurance, Wealth Management, Bonds, Portfolio Management, Commercial Lending
Education
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
Bachelor of Science Degree, Investments & Banking Concentration
Susan Fanter Susan Fanter's Mesirow Financial Experience January 2008 - January 2010
Job Senior Manager, Project Services Real Estate & Facilities at Grant Thornton LLP
Industry Facilities Services
Experience
Grant Thornton LLP May 2011 - Present
Mesirow Financial January 2008 - January 2010
Ygomi LLC June 2006 - December 2007
Verety LLC December 2004 - June 2006
SEI 2004 - 2006
Arcturis December 2003 - December 2004
Arcturis March 2003 - December 2003
Color Art Office Interiors 1998 - 2002
Skills
Facilities Management, Strategic Planning, Budgets, Project Management, Real Estate, Management, Contract Negotiation, Negotiation, Leadership, Team Building, Customer Service, Sales, Vendor Management, Research, Program Management, Process Improvement, Space-planning, New Business Development
Education
University of Missouri-Columbia 1992 — 1996
BS
Grant Thornton LLP May 2011 - Present
Mesirow Financial January 2008 - January 2010
Ygomi LLC June 2006 - December 2007
Verety LLC December 2004 - June 2006
SEI 2004 - 2006
Arcturis December 2003 - December 2004
Arcturis March 2003 - December 2003
Color Art Office Interiors 1998 - 2002
Skills
Facilities Management, Strategic Planning, Budgets, Project Management, Real Estate, Management, Contract Negotiation, Negotiation, Leadership, Team Building, Customer Service, Sales, Vendor Management, Research, Program Management, Process Improvement, Space-planning, New Business Development
Education
University of Missouri-Columbia 1992 — 1996
BS
David Morton David Morton's Mesirow Financial Experience August 2011 - June 2014
Job Northwestern Mutual Financial Representative, Business Manager, Strategic Sales Executive
Industry Investment Management
Experience
Northwestern Mutual May 2015 - Present
Global Oasis, Inc. June 2014 - April 2015
Life Fitness October 2014 - March 2015
Mesirow Financial August 2011 - June 2014
Global Oasis, Inc 1993 - August 2011
ConocoPhillips December 2008 - July 2010
Glad Tidings Designs January 1996 - July 2001
International Investment & Trade, September 1993 - December 2000
REFCO / Abbott Futures, Inc., March 1990 - March 1993
Brady Company;Saatchi & Saatchi/Rumrill-Hoyt
Skills
English, Management, Strategy, Business Development, Program Management, Strategic Planning, Engineering, Project Management, Procurement, Product Development, Negotiation, New Business Development, Sales, Leadership, Leadership Development, Marketing, Human Resources, Advertising, Entrepreneurship, Proposal Writing, Business Strategy, Team Leadership, People Skills
Education
University of Wisconsin-Madison 1979 — 1983
Bachelor's Degree, Economics: Agriculture, Botany, Marketing, Landscape Architecture
Utah State University 1978 — 1979
Landscape Architecture
University of Minnesota-Twin Cities 1990 — 1991
Courses toward MBA
Northwestern Mutual May 2015 - Present
Global Oasis, Inc. June 2014 - April 2015
Life Fitness October 2014 - March 2015
Mesirow Financial August 2011 - June 2014
Global Oasis, Inc 1993 - August 2011
ConocoPhillips December 2008 - July 2010
Glad Tidings Designs January 1996 - July 2001
International Investment & Trade, September 1993 - December 2000
REFCO / Abbott Futures, Inc., March 1990 - March 1993
Brady Company;Saatchi & Saatchi/Rumrill-Hoyt
Skills
English, Management, Strategy, Business Development, Program Management, Strategic Planning, Engineering, Project Management, Procurement, Product Development, Negotiation, New Business Development, Sales, Leadership, Leadership Development, Marketing, Human Resources, Advertising, Entrepreneurship, Proposal Writing, Business Strategy, Team Leadership, People Skills
Education
University of Wisconsin-Madison 1979 — 1983
Bachelor's Degree, Economics: Agriculture, Botany, Marketing, Landscape Architecture
Utah State University 1978 — 1979
Landscape Architecture
University of Minnesota-Twin Cities 1990 — 1991
Courses toward MBA
Yejun (Andrew) Kim's Mesirow Financial Experience April 2014 - Present
Job Benefits Analyst at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial April 2014 - Present
Skills
Employee Benefits, Financial Analysis, Microsoft Office, Strategic Financial..., Inventory Management, Insurance Brokerage, Benefits Analysis, Benefits Administration, Benefits Negotiation, Health Care Reform, Affordable Care Act, Health Insurance, Dental Insurance, Life Insurance, Private Equity Benefits, Vision Insurance, Chapter 7 Bankruptcy, Chapter 13 Bankruptcy, Sagitta, Salesforce.com, Microsoft CRM
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science, Economics
Mesirow Financial April 2014 - Present
Skills
Employee Benefits, Financial Analysis, Microsoft Office, Strategic Financial..., Inventory Management, Insurance Brokerage, Benefits Analysis, Benefits Administration, Benefits Negotiation, Health Care Reform, Affordable Care Act, Health Insurance, Dental Insurance, Life Insurance, Private Equity Benefits, Vision Insurance, Chapter 7 Bankruptcy, Chapter 13 Bankruptcy, Sagitta, Salesforce.com, Microsoft CRM
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science, Economics
Gabriella Gryz's Mesirow Financial Experience June 2011 - July 2011
Job Stylist at Trunk Club
Industry Retail
Experience
Nordstrom October 2009 - August 2014
Phi Mu Fraternity (Alpha Delta Chapter) January 2013 - December 2013
USA WEEKEND Magazine June 2013 - July 2013
Moneythink January 2013 - May 2013
Marketing Werks June 2012 - August 2012
Mesirow Financial June 2011 - July 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Retail, Telephone Skills, Inventory Management, Sales, Social Media, Social Networking, Customer Satisfaction, Editing, Data Entry, Merchandising, Marketing Research, Facebook, Public Speaking, Event Planning, Leadership, Time Management, Social Media Marketing
Education
University of Mississippi 2011 — 2015
Bachelor’s Degree, Business/Managerial Economics
Nordstrom October 2009 - August 2014
Phi Mu Fraternity (Alpha Delta Chapter) January 2013 - December 2013
USA WEEKEND Magazine June 2013 - July 2013
Moneythink January 2013 - May 2013
Marketing Werks June 2012 - August 2012
Mesirow Financial June 2011 - July 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Retail, Telephone Skills, Inventory Management, Sales, Social Media, Social Networking, Customer Satisfaction, Editing, Data Entry, Merchandising, Marketing Research, Facebook, Public Speaking, Event Planning, Leadership, Time Management, Social Media Marketing
Education
University of Mississippi 2011 — 2015
Bachelor’s Degree, Business/Managerial Economics
Michael Davalle Michael Davalle's Mesirow Financial Experience June 2012 - September 2012
Job Associate Broker at RT Specialty
Industry Insurance
Experience
RT Specialty September 2013 - Present
Mesirow Financial June 2012 - September 2012
Odelson & Sterk, Ltd May 2010 - August 2011
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor's degree, Finance; Risk Management Insurance
RT Specialty September 2013 - Present
Mesirow Financial June 2012 - September 2012
Odelson & Sterk, Ltd May 2010 - August 2011
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor's degree, Finance; Risk Management Insurance
Brigitte Trindl's Mesirow Financial Experience April 2014 - Present
Job Benefits Analyst at Mesirow Financial
Industry Insurance
Experience
Mesirow Financial April 2014 - Present
Mesirow Financial August 2012 - April 2014
Valesta Clinical Research Solutions October 2011 - August 2012
JP Morgan Chase July 2010 - July 2011
Skills
Finance, Strategy, Human Resources, CRO, Clinical Research, Risk Management, Portfolio Management, Financial Modeling, Insurance, Financial Analysis, Employee Benefits, Medical Devices, Biotechnology, Quality Assurance, Sales Management, Sales, Leadership
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science in Finance, Finance/Marketing
Universita Cattolica del Sacro Cuore - Milan, Italy 2009 — 2009
Study Abroad
Mesirow Financial April 2014 - Present
Mesirow Financial August 2012 - April 2014
Valesta Clinical Research Solutions October 2011 - August 2012
JP Morgan Chase July 2010 - July 2011
Skills
Finance, Strategy, Human Resources, CRO, Clinical Research, Risk Management, Portfolio Management, Financial Modeling, Insurance, Financial Analysis, Employee Benefits, Medical Devices, Biotechnology, Quality Assurance, Sales Management, Sales, Leadership
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science in Finance, Finance/Marketing
Universita Cattolica del Sacro Cuore - Milan, Italy 2009 — 2009
Study Abroad
Lindsey Kanefsky Lindsey Kanefsky's Mesirow Financial Experience April 2011 - July 2011
Job Program Manager, eCommerce at Urban Outfitters
Industry Capital Markets
Experience
Urban Outfitters February 2015 - Present
ideeli May 2014 - January 2015
ideeli April 2013 - May 2014
ideeli March 2012 - April 2013
ideeli July 2011 - March 2012
Mesirow Financial April 2011 - July 2011
Mesirow Financial January 2009 - March 2011
CRA International July 2006 - November 2008
Skills
Business Strategy, Microsoft Excel, Financial Analysis, Forecasting, Financial Modeling, Event Planning, Retail
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Urban Outfitters February 2015 - Present
ideeli May 2014 - January 2015
ideeli April 2013 - May 2014
ideeli March 2012 - April 2013
ideeli July 2011 - March 2012
Mesirow Financial April 2011 - July 2011
Mesirow Financial January 2009 - March 2011
CRA International July 2006 - November 2008
Skills
Business Strategy, Microsoft Excel, Financial Analysis, Forecasting, Financial Modeling, Event Planning, Retail
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
G. Iain Dickie, AIA, PMP's Mesirow Financial Experience July 2002 - November 2006
Job Director of Architecture at VES
Industry Architecture & Planning
Experience
Virtual Energy Solutions, Inc. May 2015 - Present
BSA LifeStructures August 2010 - April 2015
Harley Ellis Devereaux June 2008 - July 2010
Chipman Adams Architects November 2006 - June 2008
Mesirow Financial July 2002 - November 2006
Raymond Professional Group May 1998 - June 2002
McDonald's January 1996 - May 1998
Skills
LEED AP, Submittals, Project Management, LEED, Architecture, Construction, Renovation, BIM, Design Research, Project Planning, Healthcare, Team Leadership, Sustainable Design, Architects, LEED Accredited, Business Development, Comprehensive Planning, Architectural Drawings, Urban Design, Steel Detailing, PMP, Lean Construction, Quality Management, Integrated Project..., Green Building, Mixed-use, AutoCAD Architecture, SketchUp, NCARB, Strategic Partnerships, Design Management, Site Planning, Construction Drawings, Construction Management, Revit, Construction..., Cross-functional Team..., Client Development, Project Delivery, Residential Design, Space planning, Process Management, Institutional Design, Performance Improvement, Illinois Department of..., Architectures
Education
University of Kentucky 1982 — 1989
B. Arch, Architecture
Virtual Energy Solutions, Inc. May 2015 - Present
BSA LifeStructures August 2010 - April 2015
Harley Ellis Devereaux June 2008 - July 2010
Chipman Adams Architects November 2006 - June 2008
Mesirow Financial July 2002 - November 2006
Raymond Professional Group May 1998 - June 2002
McDonald's January 1996 - May 1998
Skills
LEED AP, Submittals, Project Management, LEED, Architecture, Construction, Renovation, BIM, Design Research, Project Planning, Healthcare, Team Leadership, Sustainable Design, Architects, LEED Accredited, Business Development, Comprehensive Planning, Architectural Drawings, Urban Design, Steel Detailing, PMP, Lean Construction, Quality Management, Integrated Project..., Green Building, Mixed-use, AutoCAD Architecture, SketchUp, NCARB, Strategic Partnerships, Design Management, Site Planning, Construction Drawings, Construction Management, Revit, Construction..., Cross-functional Team..., Client Development, Project Delivery, Residential Design, Space planning, Process Management, Institutional Design, Performance Improvement, Illinois Department of..., Architectures
Education
University of Kentucky 1982 — 1989
B. Arch, Architecture
Paul Ripsky, CPA's Mesirow Financial Experience June 2008 - August 2008
Job Assistant Vice President at Deutsche Bank Securities Inc.
Industry Accounting
Experience
Deutsche Bank Securities Inc. May 2014 - Present
Chicago Mercantile Exchange June 2009 - May 2014
Mesirow Financial June 2008 - August 2008
First Trust Advisors June 2006 - August 2006
Skills
Financial Analysis, Accounting, Internal Controls, Financial Reporting, Auditing, Sarbanes-Oxley Act, US GAAP, Financial Accounting, GAAP, Financial Modeling, CPA, Internal Audit
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor of Science (2), Accountancy, Finance
Deutsche Bank Securities Inc. May 2014 - Present
Chicago Mercantile Exchange June 2009 - May 2014
Mesirow Financial June 2008 - August 2008
First Trust Advisors June 2006 - August 2006
Skills
Financial Analysis, Accounting, Internal Controls, Financial Reporting, Auditing, Sarbanes-Oxley Act, US GAAP, Financial Accounting, GAAP, Financial Modeling, CPA, Internal Audit
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor of Science (2), Accountancy, Finance
Clayton D. Balko's Mesirow Financial Experience May 2011 - December 2011
Job Registered Client Associate with The Bergman Wealth Management Group
Industry Financial Services
Experience
Merrill Lynch December 2011 - Present
The Bergman Wealth Management Group May 2011 - Present
Mesirow Financial May 2011 - December 2011
Skills
Wealth Management, Series 7, Investment Advisory, Investments, Investment Strategies, Asset Allocation, Retirement, Retirement Planning, Portfolio Management, Strategic Financial..., Investment Management, Mutual Funds, Series 66, Valuation, Financial Modeling, Uniform Combined State..., Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor of Science (B.S.), Finance
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor of Science (B.S.), Accountancy
Merrill Lynch December 2011 - Present
The Bergman Wealth Management Group May 2011 - Present
Mesirow Financial May 2011 - December 2011
Skills
Wealth Management, Series 7, Investment Advisory, Investments, Investment Strategies, Asset Allocation, Retirement, Retirement Planning, Portfolio Management, Strategic Financial..., Investment Management, Mutual Funds, Series 66, Valuation, Financial Modeling, Uniform Combined State..., Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor of Science (B.S.), Finance
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor of Science (B.S.), Accountancy
Drew Belinsky Drew Belinsky's Mesirow Financial Experience June 2012 - August 2012
Job Foreign Exchange Trader at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon July 2014 - Present
Mesirow Financial June 2012 - August 2012
Skills
Economics, Financial Analysis, Valuation, Financial Modeling, Capital Markets, Microsoft Excel, Investments, Equities, Team Leadership, Teamwork, Bloomberg, PowerPoint, Leadership, Social Media, Public Speaking, Team Building, Marketing, Sales, Research, Management
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), History and Economics
BNY Mellon July 2014 - Present
Mesirow Financial June 2012 - August 2012
Skills
Economics, Financial Analysis, Valuation, Financial Modeling, Capital Markets, Microsoft Excel, Investments, Equities, Team Leadership, Teamwork, Bloomberg, PowerPoint, Leadership, Social Media, Public Speaking, Team Building, Marketing, Sales, Research, Management
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), History and Economics
Dylan Yahn Dylan Yahn's Mesirow Financial Experience August 2008 - May 2011
Job Account Executive at Lockton Companies
Industry Insurance
Experience
Lockton Companies December 2014 - Present
Lockton Companies May 2011 - December 2014
Mesirow Financial August 2008 - May 2011
Faber & Brand LLC Law Firm January 2007 - May 2008
Skills
Employee Benefits, Insurance, Benefits, Compliance, Account Management, Accounting, Benefits Administration, Brokers, Disability Insurance, Customer Satisfaction, Health Insurance, Health Savings Accounts, Leadership, Life Insurance, Management, Microsoft Excel, Risk Management, Sales, Teamwork, Time Management, Underwriting, Workers Compensation, General Insurance, COBRA
Education
University of Missouri-Columbia 2004 — 2008
BS, Finance & Banking
Lockton Companies December 2014 - Present
Lockton Companies May 2011 - December 2014
Mesirow Financial August 2008 - May 2011
Faber & Brand LLC Law Firm January 2007 - May 2008
Skills
Employee Benefits, Insurance, Benefits, Compliance, Account Management, Accounting, Benefits Administration, Brokers, Disability Insurance, Customer Satisfaction, Health Insurance, Health Savings Accounts, Leadership, Life Insurance, Management, Microsoft Excel, Risk Management, Sales, Teamwork, Time Management, Underwriting, Workers Compensation, General Insurance, COBRA
Education
University of Missouri-Columbia 2004 — 2008
BS, Finance & Banking
Diana Levy Diana Levy's Mesirow Financial Experience June 2011 - August 2013
Job Account Executive at Yelp
Industry Marketing and Advertising
Experience
Yelp July 2014 - Present
Mesirow Financial June 2011 - August 2013
Skills
Financial Analysis, Microsoft Office, Financial Modeling, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Facebook, Public Speaking, Social Media Marketing
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Psychology
Yelp July 2014 - Present
Mesirow Financial June 2011 - August 2013
Skills
Financial Analysis, Microsoft Office, Financial Modeling, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Facebook, Public Speaking, Social Media Marketing
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Psychology
Lukas Nossem Lukas Nossem's Mesirow Financial Experience May 2014 - August 2014
Job Senior at the Wharton School
Industry Consumer Electronics
Experience
Intel Corporation May 2015 - July 2015
Mesirow Financial May 2014 - August 2014
Sunglass Hut July 2012 - January 2014
Munster Little League March 2009 - August 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Teamwork, Sales, Time Management, Public Speaking, Leadership, Event Planning, Team Leadership, Research, Marketing, Photoshop, Retail, Management, Facebook, Social Networking
Education
Wharton School, University of Pennsylvania 2012 — 2016
Intel Corporation May 2015 - July 2015
Mesirow Financial May 2014 - August 2014
Sunglass Hut July 2012 - January 2014
Munster Little League March 2009 - August 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Teamwork, Sales, Time Management, Public Speaking, Leadership, Event Planning, Team Leadership, Research, Marketing, Photoshop, Retail, Management, Facebook, Social Networking
Education
Wharton School, University of Pennsylvania 2012 — 2016
Katie Valentine's Mesirow Financial Experience January 2003 - April 2006
Job Senior Health and Group Benefits Consultant at Towers Watson
Industry Management Consulting
Experience
Towers Watson June 2013 - Present
Aon Hewitt April 2013 - June 2013
Aon Hewitt April 2010 - April 2013
Aon May 2007 - April 2010
Mercer April 2006 - May 2007
Mesirow Financial January 2003 - April 2006
Hewitt Associates September 2001 - January 2003
Education
University of Notre Dame
Bachelor of Business Administration (B.B.A.), Finance
Towers Watson June 2013 - Present
Aon Hewitt April 2013 - June 2013
Aon Hewitt April 2010 - April 2013
Aon May 2007 - April 2010
Mercer April 2006 - May 2007
Mesirow Financial January 2003 - April 2006
Hewitt Associates September 2001 - January 2003
Education
University of Notre Dame
Bachelor of Business Administration (B.B.A.), Finance
Mary Flander (Freese) Mary Flander (Freese)'s Mesirow Financial Experience January 2013 - Present
Job Senior Corporate Accountant at Mesirow Financial
Industry Accounting
Experience
Mesirow Financial January 2013 - Present
McGladrey November 2010 - December 2012
Iowa City Police Department August 2006 - May 2010
McGladrey & Pullen June 2009 - July 2009
Monticello Golf Club April 2005 - August 2007
Skills
Management, Project Planning, Leadership, Internal Controls, Financial Statements, Accounting, Financial Analysis, Auditing, CPA, GAAP, Financial Reporting, US GAAP, Account Reconciliation, Accounts Payable
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2010
BBA, Accounting
University of Iowa - Henry B. Tippie College of Business 2005 — 2010
BBA, Finance
Mesirow Financial January 2013 - Present
McGladrey November 2010 - December 2012
Iowa City Police Department August 2006 - May 2010
McGladrey & Pullen June 2009 - July 2009
Monticello Golf Club April 2005 - August 2007
Skills
Management, Project Planning, Leadership, Internal Controls, Financial Statements, Accounting, Financial Analysis, Auditing, CPA, GAAP, Financial Reporting, US GAAP, Account Reconciliation, Accounts Payable
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2010
BBA, Accounting
University of Iowa - Henry B. Tippie College of Business 2005 — 2010
BBA, Finance
Lindsay Migely's Mesirow Financial Experience September 2012 - October 2014
Job The Hearn Company
Industry Apparel & Fashion
Experience
HEARN July 2015 - Present
Trunk Club October 2014 - July 2015
Mesirow Financial September 2012 - October 2014
JMB Insurance 2011 - 2012
Skills
Account Management, Customer Service, Social Media, Sales, Microsoft Office, Microsoft Excel, PowerPoint, Social Networking, Microsoft Word, Public Speaking, New Business Development, Outlook, Risk Management, Strategic Planning, Salesforce.com, Negotiation, Insurance, Marketing
Education
University of Mississippi 2006 — 2010
B.B.A, Risk Management and Insurance
HEARN July 2015 - Present
Trunk Club October 2014 - July 2015
Mesirow Financial September 2012 - October 2014
JMB Insurance 2011 - 2012
Skills
Account Management, Customer Service, Social Media, Sales, Microsoft Office, Microsoft Excel, PowerPoint, Social Networking, Microsoft Word, Public Speaking, New Business Development, Outlook, Risk Management, Strategic Planning, Salesforce.com, Negotiation, Insurance, Marketing
Education
University of Mississippi 2006 — 2010
B.B.A, Risk Management and Insurance
Adam Ortega's Mesirow Financial Experience March 2009 - Present
Job Senior Vice President at Mesirow Financial Consulting, LLC
Industry Financial Services
Experience
Mesirow Financial March 2009 - Present
CapitalSource May 2007 - December 2008
KPMG LLP 2003 - 2007
DoveBid Valuation Services 2002 - 2003
PricewaterhouseCoopers LLP 1999 - 2002
Skills
Finance, Due Diligence, Valuation, Financial Modeling, Business Valuation, Leveraged Finance, Financial Analysis, Underwriting, Investments, Private Equity, Corporate Finance, Capital Markets, Mergers & Acquisitions
Education
University of Notre Dame 1995 — 1999
University of Notre Dame 1995 — 1999
Finance
Green River High School
Mesirow Financial March 2009 - Present
CapitalSource May 2007 - December 2008
KPMG LLP 2003 - 2007
DoveBid Valuation Services 2002 - 2003
PricewaterhouseCoopers LLP 1999 - 2002
Skills
Finance, Due Diligence, Valuation, Financial Modeling, Business Valuation, Leveraged Finance, Financial Analysis, Underwriting, Investments, Private Equity, Corporate Finance, Capital Markets, Mergers & Acquisitions
Education
University of Notre Dame 1995 — 1999
University of Notre Dame 1995 — 1999
Finance
Green River High School
Chris Reagan's Mesirow Financial Experience February 1990 - September 2014
Job Managing Director at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group September 2014 - Present
Mesirow Financial February 1990 - September 2014
Paul Stepan & Associates January 1988 - January 1990
Education
University of Notre Dame 1977 — 1980
BA, American Studies
Lorain Catholic HS 1972 — 1976
SageView Advisory Group September 2014 - Present
Mesirow Financial February 1990 - September 2014
Paul Stepan & Associates January 1988 - January 1990
Education
University of Notre Dame 1977 — 1980
BA, American Studies
Lorain Catholic HS 1972 — 1976
Nicholas Vasdekas's Mesirow Financial Experience July 2013 - May 2014
Job Analyst at Stout Risius Ross
Industry Financial Services
Experience
Stout Risius Ross June 2014 - Present
Mesirow Financial July 2013 - May 2014
Mesirow Financial June 2012 - August 2012
First Secure Bank & Trust Co. June 2011 - July 2011
Professional Business Consultants Inc. June 2009 - July 2009
Skills
Team Leadership, Intellectual Property, Intellectual Property..., Intellectual Property..., Microsoft Excel, Financial Modeling, Business Strategy, Valuation, Financial Analysis, VBA
Education
Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration, Accounting and Finance, with Distinction
University of Michigan 2009 — 2013
BBA, Business Administration, Spanish
INCAE Business School 2011 — 2011
Sustainable Business in Latin America
Amos Alonzo Stagg High School 2005 — 2009
Stout Risius Ross June 2014 - Present
Mesirow Financial July 2013 - May 2014
Mesirow Financial June 2012 - August 2012
First Secure Bank & Trust Co. June 2011 - July 2011
Professional Business Consultants Inc. June 2009 - July 2009
Skills
Team Leadership, Intellectual Property, Intellectual Property..., Intellectual Property..., Microsoft Excel, Financial Modeling, Business Strategy, Valuation, Financial Analysis, VBA
Education
Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration, Accounting and Finance, with Distinction
University of Michigan 2009 — 2013
BBA, Business Administration, Spanish
INCAE Business School 2011 — 2011
Sustainable Business in Latin America
Amos Alonzo Stagg High School 2005 — 2009
Omer Ozgozukara's Mesirow Financial Experience 2012 - 2015
Job Director at Winter Harbor
Industry Financial Services
Experience
Winter Harbor LLC 2015 - Present
Mesirow Financial 2012 - 2015
Huron Consulting Group 2007 - 2012
Deutsche Bank 2003 - 2005
Skills
Restructuring, Refinancings, Cash Management, Bankruptcy, Operational Turnaround, DIP Financing, Financial Modeling, Corporate Finance, Strategic Planning, Valuation, Mergers & Acquisitions, Debt Restructuring, Strategy, Finance, Due Diligence, Private Equity, Business Valuation, Investment Banking, LBO, Capital Markets, M&A experience, Acquisition Integration, Corporate Development, Venture Capital, Divestitures, Financial Analysis, DCF, Hedge Funds, Financial Structuring
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2007
Master of Business Administration (MBA), Finance
Winter Harbor LLC 2015 - Present
Mesirow Financial 2012 - 2015
Huron Consulting Group 2007 - 2012
Deutsche Bank 2003 - 2005
Skills
Restructuring, Refinancings, Cash Management, Bankruptcy, Operational Turnaround, DIP Financing, Financial Modeling, Corporate Finance, Strategic Planning, Valuation, Mergers & Acquisitions, Debt Restructuring, Strategy, Finance, Due Diligence, Private Equity, Business Valuation, Investment Banking, LBO, Capital Markets, M&A experience, Acquisition Integration, Corporate Development, Venture Capital, Divestitures, Financial Analysis, DCF, Hedge Funds, Financial Structuring
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2007
Master of Business Administration (MBA), Finance
Jennifer Linnell Jennifer Linnell's Mesirow Financial Experience February 2006 - November 2009
Job Settlement Consultant at EPS Settlements Group, Inc.
Industry Financial Services
Experience
EPS Settlements Group, Inc. November 2009 - Present
Mesirow Financial February 2006 - November 2009
Settlement Planning Associates August 2002 - February 2006
Liberty Mutual Insurance February 1999 - August 2002
Skills
Legal Liability, Workers Compensation, Claims Management, Casualty, Claim, Property & Casualty..., Liability, Insurance, Professional Liability, Fixed Annuities, Settlement, Liability Analysis, Litigation Management, Long-term Care, Commercial Insurance, General Insurance, Medical Malpractice, Disability Insurance, Reinsurance, Brokers, Life Insurance, Medicare
Education
University of North Texas 1995 — 1998
Bachelors of Business Administration, Insurance
EPS Settlements Group, Inc. November 2009 - Present
Mesirow Financial February 2006 - November 2009
Settlement Planning Associates August 2002 - February 2006
Liberty Mutual Insurance February 1999 - August 2002
Skills
Legal Liability, Workers Compensation, Claims Management, Casualty, Claim, Property & Casualty..., Liability, Insurance, Professional Liability, Fixed Annuities, Settlement, Liability Analysis, Litigation Management, Long-term Care, Commercial Insurance, General Insurance, Medical Malpractice, Disability Insurance, Reinsurance, Brokers, Life Insurance, Medicare
Education
University of North Texas 1995 — 1998
Bachelors of Business Administration, Insurance
Adam Cantu's Mesirow Financial Experience May 2011 - June 2014
Job Director, Commercial Surety Underwriting at RLI Insurance Company
Industry Insurance
Experience
RLI Insurance Company June 2014 - Present
Mesirow Financial May 2011 - June 2014
Lockton Companies 2007 - 2010
RLI 2002 - 2007
HSBC 2000 - 2002
Skills
Financial Analysis, Risk Management, Underwriting, Due Diligence, Business Analysis, Surety Bonds, Financial Risk
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BS, Finance
RLI Insurance Company June 2014 - Present
Mesirow Financial May 2011 - June 2014
Lockton Companies 2007 - 2010
RLI 2002 - 2007
HSBC 2000 - 2002
Skills
Financial Analysis, Risk Management, Underwriting, Due Diligence, Business Analysis, Surety Bonds, Financial Risk
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BS, Finance
Jessica Morris, CFA Jessica Morris, CFA's Mesirow Financial Experience April 2009 - Present
Job Senior Vice President at Mesirow Financial
Industry Investment Management
Experience
Mesirow Financial April 2009 - Present
Bain Capital May 2005 - April 2009
Ernst & Young 2003 - 2005
Skills
Private Equity
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
MAc
University of North Carolina at Chapel Hill 1999 — 2003
BSBA, Finance, General
Mesirow Financial April 2009 - Present
Bain Capital May 2005 - April 2009
Ernst & Young 2003 - 2005
Skills
Private Equity
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
MAc
University of North Carolina at Chapel Hill 1999 — 2003
BSBA, Finance, General
Frank Dowie Frank Dowie's Mesirow Financial Experience August 2005 - September 2009
Job Assistant Vice President AXIS Financial Insurance Solutions
Industry Insurance
Experience
AXIS Insurance - Commercial Management Solutions June 2012 - Present
The Hartford (Hartford Financial Products) September 2009 - June 2012
Mesirow Financial August 2005 - September 2009
The Hartford (Hartford Financial Products) April 2003 - August 2005
Skills
Professional Liability, Directors & Officers..., Fiduciary Liability, Employment Practices..., Fidelity Insurance
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2002
Bachelor of Business Administration, Finance
West Waterloo High School
AXIS Insurance - Commercial Management Solutions June 2012 - Present
The Hartford (Hartford Financial Products) September 2009 - June 2012
Mesirow Financial August 2005 - September 2009
The Hartford (Hartford Financial Products) April 2003 - August 2005
Skills
Professional Liability, Directors & Officers..., Fiduciary Liability, Employment Practices..., Fidelity Insurance
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2002
Bachelor of Business Administration, Finance
West Waterloo High School
Charles McGrath, CFA, CAIA's Mesirow Financial Experience January 2014 - Present
Job Investment Analyst at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial January 2014 - Present
Hewitt EnnisKnupp January 2010 - December 2013
Ellwood Associates February 2006 - August 2007
Skills
Hedge Funds, Financial Modeling, Alternative Investments, Portfolio Optimization, Investments, Investment Portfolios, Asset Managment, Project Management
Education
University of Iowa 2001 — 2005
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
BBA, Finance
Mesirow Financial January 2014 - Present
Hewitt EnnisKnupp January 2010 - December 2013
Ellwood Associates February 2006 - August 2007
Skills
Hedge Funds, Financial Modeling, Alternative Investments, Portfolio Optimization, Investments, Investment Portfolios, Asset Managment, Project Management
Education
University of Iowa 2001 — 2005
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
BBA, Finance
Frank Dowie's Mesirow Financial Experience August 2005 - Present
Job Account Executive at Mesirow Financial
Industry Insurance
Experience
Mesirow Financial August 2005 - Present
Hartford Financial Products April 2003 - August 2005
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2002
Mesirow Financial August 2005 - Present
Hartford Financial Products April 2003 - August 2005
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2002
Daniel Weil's Mesirow Financial Experience June 2014 - Present
Job Senior Managing Director Business Development at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial June 2014 - Present
Mesirow Financial July 1990 - Present
Executive Service Corp- Chicago January 2012 - Present
The American Liver Foundation 2009 - Present
Skills
Insurance, New Business Development, Business Development, Due Diligence, Risk Management, Hedge Funds, Fundraising, Event Management, Property & Casualty..., Professional Liability...
Education
University of Missouri-Columbia 1984 — 1987
B.A. Communication, Speech Communication
The Latin School of Chicago 1980 — 1983
Mesirow Financial June 2014 - Present
Mesirow Financial July 1990 - Present
Executive Service Corp- Chicago January 2012 - Present
The American Liver Foundation 2009 - Present
Skills
Insurance, New Business Development, Business Development, Due Diligence, Risk Management, Hedge Funds, Fundraising, Event Management, Property & Casualty..., Professional Liability...
Education
University of Missouri-Columbia 1984 — 1987
B.A. Communication, Speech Communication
The Latin School of Chicago 1980 — 1983
Daniela Guini's Mesirow Financial Experience June 2006 - Present
Job Financial Analyst at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial June 2006 - Present
Federal Reserve Bank of Chicago 2005 - 2006
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Mesirow Financial June 2006 - Present
Federal Reserve Bank of Chicago 2005 - 2006
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Jim Porter's Mesirow Financial Experience 2004 - 2008
Job Managing Director at ToneyKorf Partners, LLC
Industry Health, Wellness and Fitness
Experience
ToneyKorf Partners, LLC April 2015 - Present
Grant Thornton LLP August 2010 - April 2015
Grant Thornton August 2008 - August 2010
Mesirow Financial 2004 - 2008
KPMG Corporate Recovery USA August 2003 - September 2005
Skills
Financial Services, Manufacturing, Energy, Transportation, Telecommunications, Automotive, Restructuring, Business Valuation, Due Diligence, Financial Modeling, Valuation, Steel, Financial Analysis, Mergers, Corporate Finance, Healthcare
Education
University of Nottingham 1992 — 1995
Mechanical Engineering
Berkhamsted School 1984 — 1992
Maths, Physics, Chemistry
ToneyKorf Partners, LLC April 2015 - Present
Grant Thornton LLP August 2010 - April 2015
Grant Thornton August 2008 - August 2010
Mesirow Financial 2004 - 2008
KPMG Corporate Recovery USA August 2003 - September 2005
Skills
Financial Services, Manufacturing, Energy, Transportation, Telecommunications, Automotive, Restructuring, Business Valuation, Due Diligence, Financial Modeling, Valuation, Steel, Financial Analysis, Mergers, Corporate Finance, Healthcare
Education
University of Nottingham 1992 — 1995
Mechanical Engineering
Berkhamsted School 1984 — 1992
Maths, Physics, Chemistry
Jigar Astik's Mesirow Financial Experience January 2006 - December 2007
Job Management Consultant
Industry Venture Capital & Private Equity
Experience
McKinsey & Company 2011 - July 2014
ACM Capital Partners May 2008 - May 2010
Stout Risius Ross January 2008 - May 2008
Mesirow Financial January 2006 - December 2007
Skills
Corporate Development, Valuation, Private Equity, Financial Modeling, LBO, Due Diligence, M&A experience, Business Valuation, Venture Capital, Mergers & Acquisitions, Investment Banking, Corporate Finance, Restructuring, Capital Markets
Education
University of Michigan 2000 — 2004
Bachelor of Applied Science (BASc), Economics
McKinsey & Company 2011 - July 2014
ACM Capital Partners May 2008 - May 2010
Stout Risius Ross January 2008 - May 2008
Mesirow Financial January 2006 - December 2007
Skills
Corporate Development, Valuation, Private Equity, Financial Modeling, LBO, Due Diligence, M&A experience, Business Valuation, Venture Capital, Mergers & Acquisitions, Investment Banking, Corporate Finance, Restructuring, Capital Markets
Education
University of Michigan 2000 — 2004
Bachelor of Applied Science (BASc), Economics
Shauna Kelly-Moran's Mesirow Financial Experience January 2005 - Present
Job Client Service Manager, Mesirow Wealth Advisors
Industry Investment Management
Experience
Mesirow Financial January 2005 - Present
Skills
Series 7, Equities, Mutual Funds, Investments, Excel, Customer Relations, PowerPoint, Word, Microsoft Office, Microsoft Excel
Education
University of Iowa 1998 — 2004
Mesirow Financial January 2005 - Present
Skills
Series 7, Equities, Mutual Funds, Investments, Excel, Customer Relations, PowerPoint, Word, Microsoft Office, Microsoft Excel
Education
University of Iowa 1998 — 2004
Samir Dhanani's Mesirow Financial Experience January 2008 - July 2008
Job Owner at Pro Gems Ltd.
Industry Wholesale
Experience
Professional Gems Jewelry, Inc. 2012 - Present
Mon Ami Jewelry LLC July 2008 - July 2012
Mesirow Financial January 2008 - July 2008
PwC August 2005 - November 2007
J.P. Morgan September 2001 - July 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Mergers, Due Diligence, Equities, Investments, Corporate Finance, Venture Capital, Capital Markets, Investment Banking, Restructuring, Business Strategy, Corporate Development, Alternative Investments, Asset Managment, Hedge Funds, Strategic Planning, Portfolio Management
Education
University of Michigan 1997 — 2001
Bachelor of Arts (B.A.), Economics
Professional Gems Jewelry, Inc. 2012 - Present
Mon Ami Jewelry LLC July 2008 - July 2012
Mesirow Financial January 2008 - July 2008
PwC August 2005 - November 2007
J.P. Morgan September 2001 - July 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Mergers, Due Diligence, Equities, Investments, Corporate Finance, Venture Capital, Capital Markets, Investment Banking, Restructuring, Business Strategy, Corporate Development, Alternative Investments, Asset Managment, Hedge Funds, Strategic Planning, Portfolio Management
Education
University of Michigan 1997 — 2001
Bachelor of Arts (B.A.), Economics
Jennifer Kivlin's Mesirow Financial Experience 1997 - 2003
Job Benefits Manager at HNI Corporation
Industry Publishing
Experience
HNI Corporation 2010 - Present
Lee Enterprises 2003 - 2010
Mesirow Financial 1997 - 2003
Education
University of Iowa 1992 — 1996
BBA, Finance
HNI Corporation 2010 - Present
Lee Enterprises 2003 - 2010
Mesirow Financial 1997 - 2003
Education
University of Iowa 1992 — 1996
BBA, Finance
Nancy Bocek's Mesirow Financial Experience May 1990 - Present
Job Executive Assistant at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial May 1990 - Present
Credit Suisse 1983 - 1990
Education
University of Illinois at Urbana-Champaign 1975 — 1980
BS, Education
Mesirow Financial May 1990 - Present
Credit Suisse 1983 - 1990
Education
University of Illinois at Urbana-Champaign 1975 — 1980
BS, Education
Karen Vinopal's Mesirow Financial Experience August 1993 - May 2000
Job Senior Account Executive at The Nutter Group, Inc.
Industry Insurance
Experience
The Nutter Group, Inc. May 2000 - Present
Mesirow Financial August 1993 - May 2000
Education
University of Nebraska at Omaha 1985 — 1990
The Nutter Group, Inc. May 2000 - Present
Mesirow Financial August 1993 - May 2000
Education
University of Nebraska at Omaha 1985 — 1990
Kim Almiro's Mesirow Financial Experience August 2002 - May 2008
Job Director of Research
Industry Financial Services
Experience
Strategic Wealth Partners LLC May 2008 - November 2012
Mesirow Financial August 2002 - May 2008
Education
University of Illinois at Urbana-Champaign 1993 — 1997
Strategic Wealth Partners LLC May 2008 - November 2012
Mesirow Financial August 2002 - May 2008
Education
University of Illinois at Urbana-Champaign 1993 — 1997
Karl Freimuth's Mesirow Financial Experience September 2004 - October 2007
Job Director at Livingstone
Industry Investment Banking
Experience
Livingstone October 2007 - Present
Mesirow Financial September 2004 - October 2007
KPMG March 2003 - September 2004
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2002
BBA, Finance, Accounting, Corporate Strategy
Livingstone October 2007 - Present
Mesirow Financial September 2004 - October 2007
KPMG March 2003 - September 2004
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2002
BBA, Finance, Accounting, Corporate Strategy
Monty Kehl's Mesirow Financial Experience April 2006 - April 2012
Job Senior Managing Director at Mesirow Financial Consulting
Industry Financial Services
Experience
Mesirow Financial Consulting April 2012 - Present
Mesirow Financial April 2006 - April 2012
Mesirow Financial Consulting April 2006 - April 2012
KPMG LLP 2002 - 2004
Arthur Andersen 2001 - 2002
American Pad Paper Company 1998 - 2001
Maxis/YPF 1993 - 1998
Education
University of Pennsylvania - The Wharton School 1991 — 1993
Master of Business Administration (MBA), Finance, General
University of Wyoming 1980 — 1984
Bachelor of Science (B.S.), Petroleum Engineering
Mesirow Financial Consulting April 2012 - Present
Mesirow Financial April 2006 - April 2012
Mesirow Financial Consulting April 2006 - April 2012
KPMG LLP 2002 - 2004
Arthur Andersen 2001 - 2002
American Pad Paper Company 1998 - 2001
Maxis/YPF 1993 - 1998
Education
University of Pennsylvania - The Wharton School 1991 — 1993
Master of Business Administration (MBA), Finance, General
University of Wyoming 1980 — 1984
Bachelor of Science (B.S.), Petroleum Engineering
Reena Jashnani-Slusarz's Mesirow Financial Experience September 2012 - Present
Job Attorney
Industry Law Practice
Experience
Mesirow Financial September 2012 - Present
Sidley Austin LLP October 2006 - September 2012
Sidley Austin LLP October 2006 - September 2012
Skills
Legal Advice, Securities, Private Equity, Hedge Funds, Contract Negotiation, Alternative Investments, Corporate Law, Fund Of Funds
Education
University of Illinois at Urbana-Champaign 2003 — 2006
Doctor of Law (JD)
University of Michigan 1997 — 2001
Bachelor of Arts (B.A.), Psychology
Mesirow Financial September 2012 - Present
Sidley Austin LLP October 2006 - September 2012
Sidley Austin LLP October 2006 - September 2012
Skills
Legal Advice, Securities, Private Equity, Hedge Funds, Contract Negotiation, Alternative Investments, Corporate Law, Fund Of Funds
Education
University of Illinois at Urbana-Champaign 2003 — 2006
Doctor of Law (JD)
University of Michigan 1997 — 2001
Bachelor of Arts (B.A.), Psychology
Paul Sarran's Mesirow Financial Experience 2014 - Present
Job Equity Research Analyst
Industry Financial Services
Experience
Mesirow Financial 2014 - Present
Evercore Partners 2011 - 2013
Macquarie Group 2008 - 2011
PricewaterhouseCoopers 2006 - 2008
Skills
Equity Research, Equities, Valuation, Financial Analysis, Equity Valuation, Capital Markets, Fundamental Research, Financial Modeling, Financial Institutions, Corporate Finance, Investments, FIG, Balance Sheet, Business Analysis, Business Valuation, Securities, Asset Management, Hedge Funds, Series 7, Investment Management, Risk Management, Mutual Funds, Finance, LBO, DCF, Microsoft Excel, Private Equity, Fixed Income
Education
University of Rochester 2001 — 2005
Bachelor of Arts (B.A.), Mathematics
Mesirow Financial 2014 - Present
Evercore Partners 2011 - 2013
Macquarie Group 2008 - 2011
PricewaterhouseCoopers 2006 - 2008
Skills
Equity Research, Equities, Valuation, Financial Analysis, Equity Valuation, Capital Markets, Fundamental Research, Financial Modeling, Financial Institutions, Corporate Finance, Investments, FIG, Balance Sheet, Business Analysis, Business Valuation, Securities, Asset Management, Hedge Funds, Series 7, Investment Management, Risk Management, Mutual Funds, Finance, LBO, DCF, Microsoft Excel, Private Equity, Fixed Income
Education
University of Rochester 2001 — 2005
Bachelor of Arts (B.A.), Mathematics
Lauren Hill's Mesirow Financial Experience January 2008 - July 2012
Job Managing Director at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal July 2012 - Present
Mesirow Financial January 2008 - July 2012
Deloitte 1998 - 2004
SunTrust Bank 1996 - 1998
Signet Bank 1990 - 1996
Skills
Renewable Energy, Structured Finance, Valuation, Energy, Project Finance, Joint Ventures, Finance, Due Diligence, Private Equity, Financial Analysis, Portfolio Management, Banking, Management, Financial Modeling, Venture Capital, Risk Management, Credit Analysis, Mergers, Asset Management, Business Strategy, Corporate Finance, Restructuring, Investment Banking, Corporate Development, Manufacturing, Mergers & Acquisitions, Capital Markets, Emerging Markets, Leveraged Finance, Investments, Executive Management, Business Valuation, Financial Structuring, Equities, Alternative Investments, Private Placements, Hedge Funds, M&A experience
Education
University of Maryland College Park 1977 — 1981
Alvarez & Marsal July 2012 - Present
Mesirow Financial January 2008 - July 2012
Deloitte 1998 - 2004
SunTrust Bank 1996 - 1998
Signet Bank 1990 - 1996
Skills
Renewable Energy, Structured Finance, Valuation, Energy, Project Finance, Joint Ventures, Finance, Due Diligence, Private Equity, Financial Analysis, Portfolio Management, Banking, Management, Financial Modeling, Venture Capital, Risk Management, Credit Analysis, Mergers, Asset Management, Business Strategy, Corporate Finance, Restructuring, Investment Banking, Corporate Development, Manufacturing, Mergers & Acquisitions, Capital Markets, Emerging Markets, Leveraged Finance, Investments, Executive Management, Business Valuation, Financial Structuring, Equities, Alternative Investments, Private Placements, Hedge Funds, M&A experience
Education
University of Maryland College Park 1977 — 1981
Paul Sitarz's Mesirow Financial Experience March 2015 - Present
Job Managing Director at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial March 2015 - Present
Brownstone Investment Group December 2011 - May 2014
UBS Investment Bank March 2007 - 2011
Morgan Stanley & Co. 1983 - 2007
Chemical Bank 1982 - 1983
Hartford National Bank 1978 - 1981
Skills
Bonds, Series 7, Fixed Income, Capital Markets, Structured Products, Derivatives, FINRA, Investment Banking, Investments, Securities, Asset Management, Hedge Funds, Financial Risk, Series 63, Bloomberg, Trading, Risk Management, Management
Education
University of Pennsylvania - The Wharton School 1974 — 1978
BS, Finance
University of Pennsylvania - The Wharton School 1974 — 1978
BS Econ, Finance
Mesirow Financial March 2015 - Present
Brownstone Investment Group December 2011 - May 2014
UBS Investment Bank March 2007 - 2011
Morgan Stanley & Co. 1983 - 2007
Chemical Bank 1982 - 1983
Hartford National Bank 1978 - 1981
Skills
Bonds, Series 7, Fixed Income, Capital Markets, Structured Products, Derivatives, FINRA, Investment Banking, Investments, Securities, Asset Management, Hedge Funds, Financial Risk, Series 63, Bloomberg, Trading, Risk Management, Management
Education
University of Pennsylvania - The Wharton School 1974 — 1978
BS, Finance
University of Pennsylvania - The Wharton School 1974 — 1978
BS Econ, Finance
Heather La Freniere's Mesirow Financial Experience May 2000 - July 2003
Job Executive Vice President, Head of Originations at Gibraltar Business Capital, LLC
Industry Banking
Experience
Gibraltar Business Capital, LLC April 2012 - Present
Castle Pines Capital, A Wells Fargo Company October 2009 - April 2012
Wells Fargo Foothill, Inc. September 2003 - August 2009
Mesirow Financial May 2000 - July 2003
ABN AMRO August 1996 - April 2000
Skills
Private Equity, Capital Markets, Investment Banking, Private Placements, Financial Analysis, Fluent Spanish, Asset Based Lending, Finance, Loans, Business Development, Loan Origination
Education
University of Minnesota - Carlson School of Management 1993 — 1995
MBA, Finance
University of Wisconsin-Madison - School of Business 1987 — 1992
BS, Finance & International Business
Gibraltar Business Capital, LLC April 2012 - Present
Castle Pines Capital, A Wells Fargo Company October 2009 - April 2012
Wells Fargo Foothill, Inc. September 2003 - August 2009
Mesirow Financial May 2000 - July 2003
ABN AMRO August 1996 - April 2000
Skills
Private Equity, Capital Markets, Investment Banking, Private Placements, Financial Analysis, Fluent Spanish, Asset Based Lending, Finance, Loans, Business Development, Loan Origination
Education
University of Minnesota - Carlson School of Management 1993 — 1995
MBA, Finance
University of Wisconsin-Madison - School of Business 1987 — 1992
BS, Finance & International Business
Monica McNair, PHR's Mesirow Financial Experience September 2013 - January 2014
Job HR Professional
Industry Human Resources
Experience
New Beginnings Promotions 2010 - Present
HMSHost June 2014 - January 2015
Mesirow Financial September 2013 - January 2014
Orchard Village July 2001 - April 2013
Skills
Event Planning, Promotions, Non-profits, Human Resources, Benefits Administration, Employee Relations, Employee Benefits, Talent Management, Talent Booking, Management, Payroll, Leadership, Nonprofits, Interviews, Budgets, Personnel Management, Team Building, New Hire Orientations, Customer Service, Organizational..., Leadership Development, Training, Hiring, Conflict Resolution, Coaching, Fundraising, Onboarding, Resume Writing
Education
University of Phoenix 2013 — 2015
Bachelor of Science (B.S.), Hospitality Administration/Management
New Beginnings Promotions 2010 - Present
HMSHost June 2014 - January 2015
Mesirow Financial September 2013 - January 2014
Orchard Village July 2001 - April 2013
Skills
Event Planning, Promotions, Non-profits, Human Resources, Benefits Administration, Employee Relations, Employee Benefits, Talent Management, Talent Booking, Management, Payroll, Leadership, Nonprofits, Interviews, Budgets, Personnel Management, Team Building, New Hire Orientations, Customer Service, Organizational..., Leadership Development, Training, Hiring, Conflict Resolution, Coaching, Fundraising, Onboarding, Resume Writing
Education
University of Phoenix 2013 — 2015
Bachelor of Science (B.S.), Hospitality Administration/Management
Elizabeth Strahan's Mesirow Financial Experience August 2014 - Present
Job Account Manager at Mesirow Financial
Industry Insurance
Experience
Mesirow Financial August 2014 - Present
Taylor Group Insurance Agency February 2013 - August 2014
Willis June 2007 - February 2013
Springboard Brand & Creative Strategy, Ltd. 2006 - 2007
Skills
Insurance, Property & Casualty..., Workers Compensation, Employee Benefits, Liability, Brokers, Commercial Insurance, General Insurance, Underwriting, Legal Liability, Claims Management, Casualty, Professional Liability, Umbrella Insurance, Commercial Lines, Employment Practices..., Risk Management, Casualty Insurance
Education
University of Mississippi 2002 — 2006
BBA, Business, Marketing
University of Mississippi - School of Business Administration 2002 — 2006
B.B.A., Marketing
Mesirow Financial August 2014 - Present
Taylor Group Insurance Agency February 2013 - August 2014
Willis June 2007 - February 2013
Springboard Brand & Creative Strategy, Ltd. 2006 - 2007
Skills
Insurance, Property & Casualty..., Workers Compensation, Employee Benefits, Liability, Brokers, Commercial Insurance, General Insurance, Underwriting, Legal Liability, Claims Management, Casualty, Professional Liability, Umbrella Insurance, Commercial Lines, Employment Practices..., Risk Management, Casualty Insurance
Education
University of Mississippi 2002 — 2006
BBA, Business, Marketing
University of Mississippi - School of Business Administration 2002 — 2006
B.B.A., Marketing
Andrew Carolus's Mesirow Financial Experience August 2010 - Present
Job Managing Director at Mesirow Financial
Industry Investment Banking
Experience
Mesirow Financial August 2010 - Present
BMO Capital Markets November 2006 - 2010
Credit Suisse July 2004 - 2006
UBS Investment Bank 2000 - 2004
Skills
Investment Banking, Private Equity, Capital Markets, Financial Modeling, LBO, Valuation, Corporate Finance, Corporate Development, M&A experience, Mergers, Leveraged Finance, Equities, Due Diligence, Venture Capital, Private Placements, Financial Analysis, Investments, Financial Structuring, Asset Managment, Business Valuation
Education
University of Michigan Business School
Master of Business Administration (M.B.A.), Finance
University of Michigan
Bachelor of Science (B.S.), Aerospace Engineering
Mesirow Financial August 2010 - Present
BMO Capital Markets November 2006 - 2010
Credit Suisse July 2004 - 2006
UBS Investment Bank 2000 - 2004
Skills
Investment Banking, Private Equity, Capital Markets, Financial Modeling, LBO, Valuation, Corporate Finance, Corporate Development, M&A experience, Mergers, Leveraged Finance, Equities, Due Diligence, Venture Capital, Private Placements, Financial Analysis, Investments, Financial Structuring, Asset Managment, Business Valuation
Education
University of Michigan Business School
Master of Business Administration (M.B.A.), Finance
University of Michigan
Bachelor of Science (B.S.), Aerospace Engineering
Rebecca Bauman, CFA's Mesirow Financial Experience August 2009 - July 2012
Job Senior Consultant at FTI Consulting
Industry Financial Services
Experience
FTI Consulting February 2015 - Present
EchoStar Corporation 2013 - Present
Mesirow Financial August 2009 - July 2012
Dish Network 2008 - 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Business Valuation, Due Diligence, Corporate Finance, Bloomberg
Education
UCD Smurfit 2012 — 2013
University of Notre Dame 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Catholic Central
FTI Consulting February 2015 - Present
EchoStar Corporation 2013 - Present
Mesirow Financial August 2009 - July 2012
Dish Network 2008 - 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Business Valuation, Due Diligence, Corporate Finance, Bloomberg
Education
UCD Smurfit 2012 — 2013
University of Notre Dame 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Catholic Central
Sara Shepard's Mesirow Financial Experience May 2003 - September 2003
Job Health and Wellness professional
Industry Health, Wellness and Fitness
Experience
Eat Fit, LLC October 2008 - Present
Doctor Referral Institute April 2014 - November 2014
Marsh, Inc September 2003 - March 2009
Mesirow Financial May 2003 - September 2003
Skills
Customer Relations, Nutrition, Public Relations, Health, Social Media, Direct Sales, Catering Sales, Personal Training, Negotiation, Culinary, Event Management, Business Development, Lead Generation, Wellness, Sales, Entrepreneurship, Social Networking, Marketing, Small Business, Market Research, Customer Service, Event Planning, Coaching, Social Media Marketing, Online Marketing, Training
Education
University of Iowa 1996 — 1999
BA, Spanish, International business
University of Iowa 1995 — 1999
Bachelor of Arts, Spanish & International Business
Eat Fit, LLC October 2008 - Present
Doctor Referral Institute April 2014 - November 2014
Marsh, Inc September 2003 - March 2009
Mesirow Financial May 2003 - September 2003
Skills
Customer Relations, Nutrition, Public Relations, Health, Social Media, Direct Sales, Catering Sales, Personal Training, Negotiation, Culinary, Event Management, Business Development, Lead Generation, Wellness, Sales, Entrepreneurship, Social Networking, Marketing, Small Business, Market Research, Customer Service, Event Planning, Coaching, Social Media Marketing, Online Marketing, Training
Education
University of Iowa 1996 — 1999
BA, Spanish, International business
University of Iowa 1995 — 1999
Bachelor of Arts, Spanish & International Business
Skoglund Kristiana's Mesirow Financial Experience February 2007 - January 2009
Job Account Manager at Travelers Insurance Company
Industry Insurance
Experience
Travelers Insurance Company September 2010 - Present
JMB Insurance February 2009 - November 2010
Mesirow Financial February 2007 - January 2009
Education
University of Iowa 2002 — 2006
English/Political Science
Travelers Insurance Company September 2010 - Present
JMB Insurance February 2009 - November 2010
Mesirow Financial February 2007 - January 2009
Education
University of Iowa 2002 — 2006
English/Political Science
Danny Goldrick's Mesirow Financial Experience October 2011 - June 2013
Job Director at Red Ventures
Industry Online Media
Experience
Red Ventures March 2015 - Present
Red Ventures February 2014 - February 2015
Red Ventures June 2013 - February 2014
Mesirow Financial October 2011 - June 2013
Bank of America Merrill Lynch July 2010 - September 2011
Skills
Financial Modeling, Sales Operations, Data Analysis, Microsoft Excel, Finance, LBO, Equity Research, Mergers & Acquisitions, Derivatives
Education
University of Notre Dame 2006 — 2010
BBA, Finance
University of Notre Dame - Mendoza College of Business 2006 — 2010
St. Ignatius College Prep
Red Ventures March 2015 - Present
Red Ventures February 2014 - February 2015
Red Ventures June 2013 - February 2014
Mesirow Financial October 2011 - June 2013
Bank of America Merrill Lynch July 2010 - September 2011
Skills
Financial Modeling, Sales Operations, Data Analysis, Microsoft Excel, Finance, LBO, Equity Research, Mergers & Acquisitions, Derivatives
Education
University of Notre Dame 2006 — 2010
BBA, Finance
University of Notre Dame - Mendoza College of Business 2006 — 2010
St. Ignatius College Prep
Chris McCarty's Mesirow Financial Experience May 2011 - Present
Job SVP Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial May 2011 - Present
Piper Jaffray 2008 - April 2011
Bear Stearns 1996 - 2008
Skills
Capital Markets, Fixed Income, Investments, Securities, Series 7, Hedge Funds, Equities, Asset Management, Financial Modeling, Portfolio Management, Bloomberg, Bonds, Alternative Investments
Education
University of Oregon 1985 — 1990
BS, Finance
Mesirow Financial May 2011 - Present
Piper Jaffray 2008 - April 2011
Bear Stearns 1996 - 2008
Skills
Capital Markets, Fixed Income, Investments, Securities, Series 7, Hedge Funds, Equities, Asset Management, Financial Modeling, Portfolio Management, Bloomberg, Bonds, Alternative Investments
Education
University of Oregon 1985 — 1990
BS, Finance
Jennifer Rosenblum, CFA's Mesirow Financial Experience April 1997 - Present
Job Senior Managing Director, Mesirow Wealth Advisors
Industry Financial Services
Experience
Mesirow Financial April 1997 - Present
Education
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
B.S., Finance
Mesirow Financial April 1997 - Present
Education
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
B.S., Finance
Alex Nimz's Mesirow Financial Experience 2004 - 2008
Job Manager, Mergers and Acquisitions at Direct Energy
Industry Investment Management
Experience
Direct Energy May 2015 - Present
The Seaport Group - Structured Debt Products October 2013 - April 2015
Independent Consultant to USAID, Edge Sydney June 2012 - September 2013
GCS June 2011 - May 2012
GCS October 2009 - June 2011
Mesirow Financial 2004 - 2008
UBS Wealth Management 2002 - 2004
Prudential Securities 2000 - 2002
Skills
System Monitoring, Sustainable Agriculture, Due Diligence, Investments, Valuation, Real Estate, Energy, Structured Finance, Financial Structuring, Asset Managment, Finance, Program Management, Real Estate Economics, Renewable Energy, Risk Management, Strategy, Business Strategy, Project Management, Equities, MBS, Capital Markets, Securities, Strategic Planning, Financial Services, Portfolio Management
Education
University of New South Wales 2008 — 2010
Masters of Environmental Management, Environmental Economics
University of Miami 1995 — 1999
BBA, International Finance
Direct Energy May 2015 - Present
The Seaport Group - Structured Debt Products October 2013 - April 2015
Independent Consultant to USAID, Edge Sydney June 2012 - September 2013
GCS June 2011 - May 2012
GCS October 2009 - June 2011
Mesirow Financial 2004 - 2008
UBS Wealth Management 2002 - 2004
Prudential Securities 2000 - 2002
Skills
System Monitoring, Sustainable Agriculture, Due Diligence, Investments, Valuation, Real Estate, Energy, Structured Finance, Financial Structuring, Asset Managment, Finance, Program Management, Real Estate Economics, Renewable Energy, Risk Management, Strategy, Business Strategy, Project Management, Equities, MBS, Capital Markets, Securities, Strategic Planning, Financial Services, Portfolio Management
Education
University of New South Wales 2008 — 2010
Masters of Environmental Management, Environmental Economics
University of Miami 1995 — 1999
BBA, International Finance
Laura Lazzara's Mesirow Financial Experience February 2008 - March 2010
Job Operations Manager at Helios Design + Build
Industry Real Estate
Experience
Helios Design + Build 2010 - Present
Mesirow Financial February 2008 - March 2010
Jeri Dry - Coldwell Banker Residential October 2003 - January 2008
Coldwell Banker April 2002 - October 2003
Education
University of Missouri-Columbia 1997 — 2002
Bachelor of Arts, Interdisciplinary Studies
Helios Design + Build 2010 - Present
Mesirow Financial February 2008 - March 2010
Jeri Dry - Coldwell Banker Residential October 2003 - January 2008
Coldwell Banker April 2002 - October 2003
Education
University of Missouri-Columbia 1997 — 2002
Bachelor of Arts, Interdisciplinary Studies
Michael So, CPA's Mesirow Financial Experience December 2004 - August 2009
Job Credit Fund Accounting Manager
Industry Investment Management
Experience
Driehaus Capital Management LLC April 2015 - Present
Northern Trust Hedge Fund Services formerly Omnium LLC April 2011 - April 2015
Heidrick & Struggles November 2010 - February 2011
Downsview Capital August 2009 - March 2010
Mesirow Financial December 2004 - August 2009
Northern Trust May 2003 - December 2004
Education
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
BS, Finance & Management Information Systems
Driehaus Capital Management LLC April 2015 - Present
Northern Trust Hedge Fund Services formerly Omnium LLC April 2011 - April 2015
Heidrick & Struggles November 2010 - February 2011
Downsview Capital August 2009 - March 2010
Mesirow Financial December 2004 - August 2009
Northern Trust May 2003 - December 2004
Education
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
BS, Finance & Management Information Systems
Allison Ford's Mesirow Financial Experience October 2002 - June 2003
Job Senior Marketing Manager, Southeast at CBRE
Industry Real Estate
Experience
CBRE February 2013 - Present
CBRE June 2005 - January 2013
Human Rights Campaign 2007 - 2010
AIDS Foundation of Chicago 2005 - 2009
Human Rights Campaign 2006 - 2007
Human Rights Campaign 2005 - 2006
Alliance Capital Management July 2003 - May 2005
Mesirow Financial October 2002 - June 2003
Skills
Event Planning, Social Media, Marketing, Real Estate, Marketing Communications, Strategic Planning, Fundraising, Research, Negotiation, Microsoft Excel, Outlook, Microsoft Office, Public Speaking, PowerPoint, Adobe Creative Suite, Management, Market Research, Budgets, Advertising, Public Relations, Social Media Marketing, Press Releases, Training, Newsletters, Customer Service, Team Building, Media Relations, New Business Development, Financial Analysis, Recruiting, Project Planning
Education
University of North Carolina at Chapel Hill 1997 — 2001
Bachelor of Arts; School, Journalism and Mass Communication
CBRE February 2013 - Present
CBRE June 2005 - January 2013
Human Rights Campaign 2007 - 2010
AIDS Foundation of Chicago 2005 - 2009
Human Rights Campaign 2006 - 2007
Human Rights Campaign 2005 - 2006
Alliance Capital Management July 2003 - May 2005
Mesirow Financial October 2002 - June 2003
Skills
Event Planning, Social Media, Marketing, Real Estate, Marketing Communications, Strategic Planning, Fundraising, Research, Negotiation, Microsoft Excel, Outlook, Microsoft Office, Public Speaking, PowerPoint, Adobe Creative Suite, Management, Market Research, Budgets, Advertising, Public Relations, Social Media Marketing, Press Releases, Training, Newsletters, Customer Service, Team Building, Media Relations, New Business Development, Financial Analysis, Recruiting, Project Planning
Education
University of North Carolina at Chapel Hill 1997 — 2001
Bachelor of Arts; School, Journalism and Mass Communication
Benjamin Davis's Mesirow Financial Experience June 2010 - August 2010
Job Venture Capital Group Analyst at William Blair & Company
Industry Financial Services
Experience
William Blair & Company June 2013 - Present
Maize and Blue Fund September 2010 - December 2012
William Blair & Company June 2012 - August 2012
Sixpoint Partners June 2011 - August 2011
Mesirow Financial June 2010 - August 2010
Colchester Consulting Group May 2010 - June 2010
Skills
Investments, Private Equity
Education
ROSS SCHOOL OF BUSINESS
Bachelors, Business Administration
Highland Park High School
University of Michigan
Bachelor of Business Administration (BBA), Accounting and Finance
William Blair & Company June 2013 - Present
Maize and Blue Fund September 2010 - December 2012
William Blair & Company June 2012 - August 2012
Sixpoint Partners June 2011 - August 2011
Mesirow Financial June 2010 - August 2010
Colchester Consulting Group May 2010 - June 2010
Skills
Investments, Private Equity
Education
ROSS SCHOOL OF BUSINESS
Bachelors, Business Administration
Highland Park High School
University of Michigan
Bachelor of Business Administration (BBA), Accounting and Finance
Caroline Karp's Mesirow Financial Experience 2012 - 2013
Job Assistant Corporate Controller at Baxter International Inc.
Industry Financial Services
Experience
Baxter International Inc. 2013 - Present
Mesirow Financial 2012 - 2013
CNA Insurance 2010 - 2012
CNA Insurance 2007 - 2010
PwC 2004 - 2007
KPMG US 1996 - 2004
Skills
Financial Audits, SEC Financial Reporting, US GAAP, IFRS, SOX 404, P&C Insurance, Life Insurance, Organizational..., Mentoring, Accounting, Investments, Accounting Policy, CPA
Education
University of South Africa/Universiteit van Suid-Afrika 1995 — 1997
B Compt Hons, Financial Accounting; Management Accounting; Audit and Taxation
University of the Witwatersrand 1991 — 1994
Bachelor of Commerce (B.Com.), Law; Financial Accounting; Business Economics
Baxter International Inc. 2013 - Present
Mesirow Financial 2012 - 2013
CNA Insurance 2010 - 2012
CNA Insurance 2007 - 2010
PwC 2004 - 2007
KPMG US 1996 - 2004
Skills
Financial Audits, SEC Financial Reporting, US GAAP, IFRS, SOX 404, P&C Insurance, Life Insurance, Organizational..., Mentoring, Accounting, Investments, Accounting Policy, CPA
Education
University of South Africa/Universiteit van Suid-Afrika 1995 — 1997
B Compt Hons, Financial Accounting; Management Accounting; Audit and Taxation
University of the Witwatersrand 1991 — 1994
Bachelor of Commerce (B.Com.), Law; Financial Accounting; Business Economics
Dara Hessell's Mesirow Financial Experience March 1998 - July 2006
Job Financial Advisor at Vestor Capital
Industry Financial Services
Experience
Vestor Capital Corporation November 2014 - Present
Financial Legacy Consultants January 2012 - November 2014
Mesirow Financial March 1998 - July 2006
Skills
Asset Managment, Series 7, Insurance, Finance, Wealth Management, Investment Advisory, Investments, Investment Management
Education
University of Maryland College Park 1992 — 1996
B.A., Psychology
Vestor Capital Corporation November 2014 - Present
Financial Legacy Consultants January 2012 - November 2014
Mesirow Financial March 1998 - July 2006
Skills
Asset Managment, Series 7, Insurance, Finance, Wealth Management, Investment Advisory, Investments, Investment Management
Education
University of Maryland College Park 1992 — 1996
B.A., Psychology
Joseph Troy, CAIA's Mesirow Financial Experience March 2011 - October 2014
Job Executive Director Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds December 2014 - Present
Mesirow Financial March 2011 - October 2014
UBP Asset Management 2007 - 2010
UBS Wealth Management 2005 - 2007
Prudential Securities 2000 - 2004
Morgan Stanley 1993 - 2000
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Asset Managment, Fund Of Funds, Equities, Bloomberg, Investment Management, Structured Products, Capital Markets, Derivatives, Investments, Valuation, Financial Modeling, Series 7, Private Equity, Investor Relations, Wealth Management, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Finance & International Business
University of Maryland College Park 1988 — 1992
BS, Economics & Political Science
Hatteras Funds December 2014 - Present
Mesirow Financial March 2011 - October 2014
UBP Asset Management 2007 - 2010
UBS Wealth Management 2005 - 2007
Prudential Securities 2000 - 2004
Morgan Stanley 1993 - 2000
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Asset Managment, Fund Of Funds, Equities, Bloomberg, Investment Management, Structured Products, Capital Markets, Derivatives, Investments, Valuation, Financial Modeling, Series 7, Private Equity, Investor Relations, Wealth Management, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Finance & International Business
University of Maryland College Park 1988 — 1992
BS, Economics & Political Science
Lori Matesic's Mesirow Financial Experience 2007 - 2010
Job Graduate Student
Industry Financial Services
Experience
Graduate School August 2012 - Present
Willis September 2011 - August 2012
GCG Financial August 2010 - September 2011
Mesirow Financial 2007 - 2010
Skills
Customer Service, Training, Insurance, Risk Management, Microsoft Excel, Team Building, Sales, Liability, Marketing, Microsoft Office, Microsoft Word, Strategic Planning, Leadership, PowerPoint, Underwriting, Employee Benefits, Account Management, Brokers, Budgets, Commercial Insurance
Education
University of Pittsburgh 2004 — 2005
MLIS, Library and Information Science
Pennsylvania State University 2000 — 2004
B.S., Electrical Engineering
Graduate School August 2012 - Present
Willis September 2011 - August 2012
GCG Financial August 2010 - September 2011
Mesirow Financial 2007 - 2010
Skills
Customer Service, Training, Insurance, Risk Management, Microsoft Excel, Team Building, Sales, Liability, Marketing, Microsoft Office, Microsoft Word, Strategic Planning, Leadership, PowerPoint, Underwriting, Employee Benefits, Account Management, Brokers, Budgets, Commercial Insurance
Education
University of Pittsburgh 2004 — 2005
MLIS, Library and Information Science
Pennsylvania State University 2000 — 2004
B.S., Electrical Engineering
Martin Arden Engel's Mesirow Financial Experience October 1999 - September 2003
Job Partner at Right Hand Sales and Marketing
Industry Food & Beverages
Experience
Right Hand Sales and Marketing April 2011 - Present
Mesirow Financial October 1999 - September 2003
Prudential Financial June 1996 - October 1999
Skills
Trading, Real Estate, Risk Management, Banking, Estate Planning
Education
University of Iowa 1991 — 1996
Ba, Psychology
Benet Academy 1988 — 1991
Right Hand Sales and Marketing April 2011 - Present
Mesirow Financial October 1999 - September 2003
Prudential Financial June 1996 - October 1999
Skills
Trading, Real Estate, Risk Management, Banking, Estate Planning
Education
University of Iowa 1991 — 1996
Ba, Psychology
Benet Academy 1988 — 1991
Heather Griesbach's Mesirow Financial Experience May 2013 - Present
Job CPA, Vice President, Accounting and Finance
Industry Financial Services
Experience
Mesirow Financial May 2013 - Present
Newedge January 2010 - April 2013
Newedge October 2006 - January 2010
Newedge (formerly Fimat USA, LLC) October 2004 - October 2006
Newedge (formerly Fimat USA, LLC) August 2002 - October 2004
Newedge (formerly Fimat USA, LLC) November 2000 - August 2002
National Futures Association June 1997 - November 2000
Skills
Financial Accounting, Financial Reporting, Accounting, Derivatives, Accruals, Internal Controls, Financial Statements, Financial Analysis, Account Reconciliation, Cash Management, US GAAP, CPA, Financial Modeling, SEC filings, Internal Audit
Education
University of Iowa - Henry B. Tippie College of Business 1993 — 1997
Bachelors of Business Administration, Accounting
Mesirow Financial May 2013 - Present
Newedge January 2010 - April 2013
Newedge October 2006 - January 2010
Newedge (formerly Fimat USA, LLC) October 2004 - October 2006
Newedge (formerly Fimat USA, LLC) August 2002 - October 2004
Newedge (formerly Fimat USA, LLC) November 2000 - August 2002
National Futures Association June 1997 - November 2000
Skills
Financial Accounting, Financial Reporting, Accounting, Derivatives, Accruals, Internal Controls, Financial Statements, Financial Analysis, Account Reconciliation, Cash Management, US GAAP, CPA, Financial Modeling, SEC filings, Internal Audit
Education
University of Iowa - Henry B. Tippie College of Business 1993 — 1997
Bachelors of Business Administration, Accounting
Josefina Rojo's Mesirow Financial Experience December 2013 - Present
Job Vice President at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial December 2013 - Present
Mesirow Financial April 2011 - December 2013
Mesirow Financial April 2008 - March 2011
Mesirow Financial October 2004 - March 2008
Skills
Brokers, Commercial Insurance, Financial Analysis, Insurance, Management, Property, Surety Bonds, Underwriting, Commercial Lines, Professional Liability, Property & Casualty..., D, Legal Liability, Liability, Property, Workers Compensation
Education
University of Illinois at Urbana-Champaign 1991 — 1995
Bachelors of Science, Mathematics
Mesirow Financial December 2013 - Present
Mesirow Financial April 2011 - December 2013
Mesirow Financial April 2008 - March 2011
Mesirow Financial October 2004 - March 2008
Skills
Brokers, Commercial Insurance, Financial Analysis, Insurance, Management, Property, Surety Bonds, Underwriting, Commercial Lines, Professional Liability, Property & Casualty..., D, Legal Liability, Liability, Property, Workers Compensation
Education
University of Illinois at Urbana-Champaign 1991 — 1995
Bachelors of Science, Mathematics
robert fink's Mesirow Financial Experience August 2012 - Present
Job Senior V.P. Credit Sales at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial August 2012 - Present
Skills
Capital Markets
Education
University of Notre Dame
Mesirow Financial August 2012 - Present
Skills
Capital Markets
Education
University of Notre Dame
Chris Farr's Mesirow Financial Experience October 2006 - Present
Job SVP, Accounting and Finance at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial October 2006 - Present
Spectrum Global Fund Administration February 2003 - October 2006
Mesirow Financial April 1999 - February 2003
PwC September 1994 - March 1999
Education
University of Notre Dame 1990 — 1994
Bachelor's degree, Accounting
Mesirow Financial October 2006 - Present
Spectrum Global Fund Administration February 2003 - October 2006
Mesirow Financial April 1999 - February 2003
PwC September 1994 - March 1999
Education
University of Notre Dame 1990 — 1994
Bachelor's degree, Accounting
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.