Telemus Capital Partners
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Telemus Capital Partners Employees
Employee
Years
Job
Industry
Nicholas Potter Nicholas Potter's Telemus Capital Partners Experience June 2009 - August 2009
Job Associate at Flexpoint Ford, LLC
Industry Venture Capital & Private Equity
Experience
Flexpoint Ford, LLC July 2012 - July 2015
Raymond James July 2010 - July 2012
Telemus Capital Partners June 2009 - August 2009
Education
The University of Chicago Booth School of Business 2015 — 2017
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance
Flexpoint Ford, LLC July 2012 - July 2015
Raymond James July 2010 - July 2012
Telemus Capital Partners June 2009 - August 2009
Education
The University of Chicago Booth School of Business 2015 — 2017
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance
Parag Sanghani Parag Sanghani's Telemus Capital Partners Experience 2008 - 2009
Job Director at Salient Partners
Industry Investment Management
Experience
Salient Partners April 2011 - Present
Telemus Capital Partners 2008 - 2009
Raymond James Financial Inc. 2004 - 2006
Skills
Equities, Investments, Financial Modeling, Valuation, Bloomberg, Equity Research, Hedge Funds, Alternative Investments, Fixed Income, Portfolio Management, Asset Allocation
Education
London Business School 2009 — 2010
MSc, Finance
Salient Partners April 2011 - Present
Telemus Capital Partners 2008 - 2009
Raymond James Financial Inc. 2004 - 2006
Skills
Equities, Investments, Financial Modeling, Valuation, Bloomberg, Equity Research, Hedge Funds, Alternative Investments, Fixed Income, Portfolio Management, Asset Allocation
Education
London Business School 2009 — 2010
MSc, Finance
Catherine Farley Catherine Farley's Telemus Capital Partners Experience April 2006 - September 2012
Job EVP Chief Operating Officer/Chief Financial Officer at OBS Financial Services, Inc.
Industry Financial Services
Experience
OBS Financial Services, Inc. January 2013 - Present
OBS Brokerage Services, Inc. January 2013 - June 2014
Telemus Capital Partners April 2006 - September 2012
Resources Global Professionals October 2004 - March 2006
Frank's Nursery May 2004 - August 2004
H&R Block Financial Advisors December 1992 - September 2003
Skills
Finance, Financial Analysis, Financial Modeling, Investments, Due Diligence, Mergers & Acquisitions, Risk Management, Internal Controls, Series 7, Equities, Accounting, Strategic Financial..., Business Process..., Process Improvement, Budgets, Executive Management, Strategy, Mergers, Strategic Planning, Financial Reporting, FINRA, Start-ups, Business Strategy, Asset Management, Operations Management, Series 65, Hedge Funds, Cash Management, Recruiting, Human Resources, Broker-Dealer Operations, Wealth Management, Cash Flow, Registered Investment..., Turn Around Management, General Securities..., Start-up Environment, Microsoft Dynamics, Financial Planning, 24 Licenses, Series 27, FINOP, Series 53, Broker-Dealer Compliance, Regulatory Examinations, General Securities..., Asset Managment, Series 55, Compliance RIA, Salesforce.com
Education
Securities Industry Institute (SII) - Wharton/SIFMA 2011 — 2014
Three Year Leadership Program in the Financial Securities Industry, Executive Education - Leadership
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
Bachelor's Degree, Accounting
OBS Financial Services, Inc. January 2013 - Present
OBS Brokerage Services, Inc. January 2013 - June 2014
Telemus Capital Partners April 2006 - September 2012
Resources Global Professionals October 2004 - March 2006
Frank's Nursery May 2004 - August 2004
H&R Block Financial Advisors December 1992 - September 2003
Skills
Finance, Financial Analysis, Financial Modeling, Investments, Due Diligence, Mergers & Acquisitions, Risk Management, Internal Controls, Series 7, Equities, Accounting, Strategic Financial..., Business Process..., Process Improvement, Budgets, Executive Management, Strategy, Mergers, Strategic Planning, Financial Reporting, FINRA, Start-ups, Business Strategy, Asset Management, Operations Management, Series 65, Hedge Funds, Cash Management, Recruiting, Human Resources, Broker-Dealer Operations, Wealth Management, Cash Flow, Registered Investment..., Turn Around Management, General Securities..., Start-up Environment, Microsoft Dynamics, Financial Planning, 24 Licenses, Series 27, FINOP, Series 53, Broker-Dealer Compliance, Regulatory Examinations, General Securities..., Asset Managment, Series 55, Compliance RIA, Salesforce.com
Education
Securities Industry Institute (SII) - Wharton/SIFMA 2011 — 2014
Three Year Leadership Program in the Financial Securities Industry, Executive Education - Leadership
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
Bachelor's Degree, Accounting
Max Zubrow Max Zubrow's Telemus Capital Partners Experience May 2010 - August 2010
Job Inventory Management Shrink Analytics
Industry Retail
Experience
Giant Eagle April 2014 - Present
Fannie Mae June 2012 - August 2012
Caskata, Inc. January 2012 - May 2012
Telemus Capital Partners May 2010 - August 2010
Skills
Exception Based..., POS Data Analysis, Shrink Management, Economics, Business Planning, Data Analysis, Analysis, Business Analysis, PowerPoint, Market Research, Strategic Financial..., Strategy, Microsoft Excel, Business Strategy, Analytics, SharePoint, Product Development, Risk Management, Mergers & Acquisitions, Front-End Analytics
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Masters of Business Administration, Corporate Finance
University of Michigan 2007 — 2011
Bachelor of Arts, Economics
Bond University 2010 — 2010
Study Abroad, Economics
Taylor Allderdice High School 2003 — 2007
Winchester Thurston
Giant Eagle April 2014 - Present
Fannie Mae June 2012 - August 2012
Caskata, Inc. January 2012 - May 2012
Telemus Capital Partners May 2010 - August 2010
Skills
Exception Based..., POS Data Analysis, Shrink Management, Economics, Business Planning, Data Analysis, Analysis, Business Analysis, PowerPoint, Market Research, Strategic Financial..., Strategy, Microsoft Excel, Business Strategy, Analytics, SharePoint, Product Development, Risk Management, Mergers & Acquisitions, Front-End Analytics
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Masters of Business Administration, Corporate Finance
University of Michigan 2007 — 2011
Bachelor of Arts, Economics
Bond University 2010 — 2010
Study Abroad, Economics
Taylor Allderdice High School 2003 — 2007
Winchester Thurston
John Schoettle John Schoettle's Telemus Capital Partners Experience April 2010 - August 2011
Job Incoming Associate at Skadden, Arps, Slate, Meagher & Flom
Industry Law Practice
Experience
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates Legal Intern in Division of EnforcementU.S. Securities and Exchange CommissionSeptember 2014 - December 2014
U.S. Department of Justice August 2014 - September 2014
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2014 - July 2014
Illinois Attorney General's Office January 2014 - January 2014
US Securities and Exchange Commission May 2013 - August 2013
University of Michigan May 2012 - August 2012
Michigan Journal of International Affairs September 2010 - April 2012
Swiss Re May 2011 - August 2011
Telemus Capital Partners April 2010 - August 2011
TEDxUofM October 2009 - September 2010
Skills
Financial Modeling, Financial Analysis, Data Analysis, Management, Finance, Mergers & Acquisitions, Legal Research, Legal Writing, Due Diligence, Corporate Finance, Fundraising, Valuation, Bloomberg, Analysis, Economics
Education
Harvard Law School 2012 — 2015
J.D.
Stephen M. Ross School of Business 2009 — 2012
BBA, Business Administration
University of Michigan 2008 — 2012
AB, Economics
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates Legal Intern in Division of EnforcementU.S. Securities and Exchange CommissionSeptember 2014 - December 2014
U.S. Department of Justice August 2014 - September 2014
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2014 - July 2014
Illinois Attorney General's Office January 2014 - January 2014
US Securities and Exchange Commission May 2013 - August 2013
University of Michigan May 2012 - August 2012
Michigan Journal of International Affairs September 2010 - April 2012
Swiss Re May 2011 - August 2011
Telemus Capital Partners April 2010 - August 2011
TEDxUofM October 2009 - September 2010
Skills
Financial Modeling, Financial Analysis, Data Analysis, Management, Finance, Mergers & Acquisitions, Legal Research, Legal Writing, Due Diligence, Corporate Finance, Fundraising, Valuation, Bloomberg, Analysis, Economics
Education
Harvard Law School 2012 — 2015
J.D.
Stephen M. Ross School of Business 2009 — 2012
BBA, Business Administration
University of Michigan 2008 — 2012
AB, Economics
Kelli Saperstein Anderson Kelli Saperstein Anderson's Telemus Capital Partners Experience December 2010 - Present
Job Director, Wealth Management at Telemus Capital
Industry Investment Management
Experience
Telemus Capital April 2015 - Present
Telemus Capital Partners December 2010 - Present
The Jablon Group June 2008 - December 2010
Schechter Wealth Strategies August 2003 - May 2008
Morgan Stanley May 2001 - August 2003
Skills
Asset Allocation, Fixed Income Analysis, Strategic Financial..., Portfolio Management, Investment Advisory, Life Insurance, Series 65, Fixed Income Portfolio..., Investment Policy..., Morningstar Direct, Advent, Bloomberg, Microsoft Excel, Bloomberg Terminal, Salesforce.com, Junxure, Estate Planning, Series 7, Fixed Income, Wealth, Finance, Financial Planning, Financial Advisory, Investment Management, Management, Wealth Management, Investments
Education
University of Michigan 1997 — 2001
BA, Economics and English
London School of Economics and Political Science 2000 — 2000
Summer Program, Economics
Telemus Capital April 2015 - Present
Telemus Capital Partners December 2010 - Present
The Jablon Group June 2008 - December 2010
Schechter Wealth Strategies August 2003 - May 2008
Morgan Stanley May 2001 - August 2003
Skills
Asset Allocation, Fixed Income Analysis, Strategic Financial..., Portfolio Management, Investment Advisory, Life Insurance, Series 65, Fixed Income Portfolio..., Investment Policy..., Morningstar Direct, Advent, Bloomberg, Microsoft Excel, Bloomberg Terminal, Salesforce.com, Junxure, Estate Planning, Series 7, Fixed Income, Wealth, Finance, Financial Planning, Financial Advisory, Investment Management, Management, Wealth Management, Investments
Education
University of Michigan 1997 — 2001
BA, Economics and English
London School of Economics and Political Science 2000 — 2000
Summer Program, Economics
Sany Bilani Sany Bilani's Telemus Capital Partners Experience August 2009 - October 2012
Job Analyst
Industry Financial Services
Experience
Raymond James Financial Inc. October 2013 - Present
Plante Moran Financial Advisors September 2012 - May 2013
Telemus Capital Partners August 2009 - October 2012
Caribou Coffee September 2007 - July 2009
Majed Moughni Law Office May 2008 - August 2008
Florian Dental June 2005 - September 2007
Skills
Finance, Series 7, Portfolio Management, Mutual Funds, Trading, Fixed Income, Equities, Microsoft Excel, Investments, Microsoft Office, Financial Analysis, Analysis, Financial Modeling, Asset Management, Risk Management, Bloomberg, Asset Allocation, Public Speaking, Financial Planning, Wealth Management
Education
University of Michigan-Dearborn 2005 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management
University of Michigan
University of Michigan
Bachelor of Science, Business Administration
Raymond James Financial Inc. October 2013 - Present
Plante Moran Financial Advisors September 2012 - May 2013
Telemus Capital Partners August 2009 - October 2012
Caribou Coffee September 2007 - July 2009
Majed Moughni Law Office May 2008 - August 2008
Florian Dental June 2005 - September 2007
Skills
Finance, Series 7, Portfolio Management, Mutual Funds, Trading, Fixed Income, Equities, Microsoft Excel, Investments, Microsoft Office, Financial Analysis, Analysis, Financial Modeling, Asset Management, Risk Management, Bloomberg, Asset Allocation, Public Speaking, Financial Planning, Wealth Management
Education
University of Michigan-Dearborn 2005 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management
University of Michigan
University of Michigan
Bachelor of Science, Business Administration
Nevan Shokar Nevan Shokar's Telemus Capital Partners Experience May 2011 - August 2011
Job Investment Analyst at Health Care REIT
Industry Financial Services
Experience
Health Care REIT March 2013 - Present
Wells Fargo June 2012 - August 2012
Telemus Capital Partners May 2011 - August 2011
Education
Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Finance and Accounting
University of Michigan
Health Care REIT March 2013 - Present
Wells Fargo June 2012 - August 2012
Telemus Capital Partners May 2011 - August 2011
Education
Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Finance and Accounting
University of Michigan
Charles Thomas, III Charles Thomas, III's Telemus Capital Partners Experience January 2012 - December 2012
Job COO at Robinson Capital Management, LLC
Industry Investment Management
Experience
Robinson Capital Management, LLC January 2013 - Present
Telemus Capital Partners January 2012 - December 2012
Bodman PLC October 2010 - December 2011
Giarmarco Mullins and Horton, P.C. 2005 - October 2010
Edmund T. Ahee Jewelers 2000 - 2005
Skills
Financial Planning, Private Wealth..., Estate Planning, Wealth Preservation, Wealth Preservation..., Wealth Accumulation, Tactical Asset..., Series 65, Asset Protection, Family Business, Succession Planning, Investment Management, Alternative Investments, Investment Advisory, Due Diligence, Corporate Law, Tax, Private Placements, Private Equity, Real Estate, Strategic Financial..., High Net Worth..., Asset Allocation, Wealth Management..., Funding, Legal Writing, Mergers & Acquisitions, Strategic Planning, Mutual Funds, Management
Education
Michigan State University College of Law 2001 — 2004
JD, Law
Albion College 1997 — 2001
Bachelor of Arts, Political Science and Communications
Grosse Pointe North
Robinson Capital Management, LLC January 2013 - Present
Telemus Capital Partners January 2012 - December 2012
Bodman PLC October 2010 - December 2011
Giarmarco Mullins and Horton, P.C. 2005 - October 2010
Edmund T. Ahee Jewelers 2000 - 2005
Skills
Financial Planning, Private Wealth..., Estate Planning, Wealth Preservation, Wealth Preservation..., Wealth Accumulation, Tactical Asset..., Series 65, Asset Protection, Family Business, Succession Planning, Investment Management, Alternative Investments, Investment Advisory, Due Diligence, Corporate Law, Tax, Private Placements, Private Equity, Real Estate, Strategic Financial..., High Net Worth..., Asset Allocation, Wealth Management..., Funding, Legal Writing, Mergers & Acquisitions, Strategic Planning, Mutual Funds, Management
Education
Michigan State University College of Law 2001 — 2004
JD, Law
Albion College 1997 — 2001
Bachelor of Arts, Political Science and Communications
Grosse Pointe North
Greg Buck Greg Buck's Telemus Capital Partners Experience January 2007 - January 2009
Job Managing Director at Arbor Capital Markets LLC
Industry Financial Services
Experience
Arbor Capital Markets Managing DirectorArbor Capital Markets LLCJuly 2012 - Present
NRG Enterprises 2012 - 2014
NRG Enterprises 2012 - 2014
Leonard Capital Markets January 2009 - July 2012
Telemus Capital Partners January 2007 - January 2009
M-Group Investments 1998 - 2007
The Sterlling Group 1980 - 1986
Skills
Series 7, Investments, Alternative Investments, Corporate Finance, Capital Markets, Financial Services, Wealth Management, Investment Banking, Portfolio Management, Venture Capital, Corporate Law, Entrepreneurship, Fixed Income, Strategic Financial..., Investment Advisory, Mergers & Acquisitions, Series 63, FINRA, Asset Allocation, Securities, Valuation, Due Diligence, Estate Planning, Mutual Funds, Equities, Private Equity, Asset Management, Bonds, Retirement Planning, Hedge Funds, Financial Analysis, Investment Management, Investment Strategies, Risk Management, Financial Modeling, Private Placements, Business Valuation, Financial Structuring, Finance
Education
University of Michigan 1971 — 1974
BA, Political Science, Education
Western Michigan University
MBA, Finance
Arbor Capital Markets Managing DirectorArbor Capital Markets LLCJuly 2012 - Present
NRG Enterprises 2012 - 2014
NRG Enterprises 2012 - 2014
Leonard Capital Markets January 2009 - July 2012
Telemus Capital Partners January 2007 - January 2009
M-Group Investments 1998 - 2007
The Sterlling Group 1980 - 1986
Skills
Series 7, Investments, Alternative Investments, Corporate Finance, Capital Markets, Financial Services, Wealth Management, Investment Banking, Portfolio Management, Venture Capital, Corporate Law, Entrepreneurship, Fixed Income, Strategic Financial..., Investment Advisory, Mergers & Acquisitions, Series 63, FINRA, Asset Allocation, Securities, Valuation, Due Diligence, Estate Planning, Mutual Funds, Equities, Private Equity, Asset Management, Bonds, Retirement Planning, Hedge Funds, Financial Analysis, Investment Management, Investment Strategies, Risk Management, Financial Modeling, Private Placements, Business Valuation, Financial Structuring, Finance
Education
University of Michigan 1971 — 1974
BA, Political Science, Education
Western Michigan University
MBA, Finance
Logan Schuler Logan Schuler's Telemus Capital Partners Experience June 2009 - August 2009
Job Connecting Challenges With Opportunities
Industry Internet
Experience
GCM Grosvenor 2014 - 2015
J&S Reclaiming January 2011 - October 2012
Telemus Capital Partners June 2009 - August 2009
Skills
Entrepreneurship, Start-ups, Financial Modeling, Due Diligence, Negotiation, Social Networking, Research, Public Speaking, Strategy, Valuation, Macro Analysis, Microsoft Excel, Economics, Investment Strategies, Data Analysis, Equities, Talent Acquisition
Education
University of Michigan
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (B.B.A.), Finance
GCM Grosvenor 2014 - 2015
J&S Reclaiming January 2011 - October 2012
Telemus Capital Partners June 2009 - August 2009
Skills
Entrepreneurship, Start-ups, Financial Modeling, Due Diligence, Negotiation, Social Networking, Research, Public Speaking, Strategy, Valuation, Macro Analysis, Microsoft Excel, Economics, Investment Strategies, Data Analysis, Equities, Talent Acquisition
Education
University of Michigan
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (B.B.A.), Finance
Paul Schapira's Telemus Capital Partners Experience 2006 - 2007
Job Vice President at Soaring Pine Capital/Private equity professional managing direct investments within a family office
Industry Venture Capital & Private Equity
Experience
Atlas Oil Company/Soaring Pine Capital/Lone Pine Investments II September 2015 - Present
CIG Capital Advisors, Inc. April 2012 - September 2015
REDARA Enterprises, LLC February 2012 - March 2012
Flagstar Bank September 2008 - January 2012
Jadda Capital Management, LLC December 2007 - July 2008
Telemus Capital Partners 2006 - 2007
AlixPartners and Questor Partners Funds February 2000 - June 2005
Liberty BIDCO 1997 - 2000
NBD Bank 1992 - 1997
Skills
Financial Analysis, Underwriting, New Business Development, Financial Modeling, Investments, Due Diligence, Private Equity, Finance, Mergers & Acquisitions, Strategy, Corporate Finance, Wealth Management, Strategic Planning, Alternative Investments, Real Estate, Business Strategy, Mutual Funds, Negotiation, Series 7, Restructuring, Financial Advisory, Investment Banking, Business Planning, Credit, Valuation, Funding, Venture Capital, Asset Management, Strategic Financial..., Portfolio Management, Business Development, Banking, Acquisition Integration, Risk Management, Management, Credit Analysis, Loans, Mergers, Financial Structuring, Financial Services, Accounting, Securities, Commercial Real Estate, Equities, Financial Risk, Capital Markets
Education
Carnegie Mellon University - Tepper School of Business 1990 — 1992
M.B.A., Finance/Accounting
University of Michigan 1986 — 1990
B.A., Classical Studies
Horace Mann High School 1982 — 1986
H.S., N/A
Atlas Oil Company/Soaring Pine Capital/Lone Pine Investments II September 2015 - Present
CIG Capital Advisors, Inc. April 2012 - September 2015
REDARA Enterprises, LLC February 2012 - March 2012
Flagstar Bank September 2008 - January 2012
Jadda Capital Management, LLC December 2007 - July 2008
Telemus Capital Partners 2006 - 2007
AlixPartners and Questor Partners Funds February 2000 - June 2005
Liberty BIDCO 1997 - 2000
NBD Bank 1992 - 1997
Skills
Financial Analysis, Underwriting, New Business Development, Financial Modeling, Investments, Due Diligence, Private Equity, Finance, Mergers & Acquisitions, Strategy, Corporate Finance, Wealth Management, Strategic Planning, Alternative Investments, Real Estate, Business Strategy, Mutual Funds, Negotiation, Series 7, Restructuring, Financial Advisory, Investment Banking, Business Planning, Credit, Valuation, Funding, Venture Capital, Asset Management, Strategic Financial..., Portfolio Management, Business Development, Banking, Acquisition Integration, Risk Management, Management, Credit Analysis, Loans, Mergers, Financial Structuring, Financial Services, Accounting, Securities, Commercial Real Estate, Equities, Financial Risk, Capital Markets
Education
Carnegie Mellon University - Tepper School of Business 1990 — 1992
M.B.A., Finance/Accounting
University of Michigan 1986 — 1990
B.A., Classical Studies
Horace Mann High School 1982 — 1986
H.S., N/A
Joseph K. Nasser Joseph K. Nasser's Telemus Capital Partners Experience May 2008 - August 2008
Job Real Time Trader at EDF Energy Services
Industry Oil & Energy
Experience
EDF Energy Services July 2014 - Present
Repsol September 2013 - July 2014
Invesco April 2013 - September 2013
Sysco May 2012 - January 2013
Chardan Capital Markets September 2011 - December 2011
Dimensional Fund Advisors September 2008 - July 2010
Telemus Capital Partners May 2008 - August 2008
NECS October 2007 - May 2008
Skills
Bloomberg, Microsoft Excel, PowerPoint, VBA, Microsoft Word, Access, Visio, Visual Basic, SQL, Financial Modeling, Financial Analysis, Microsoft Office, Valuation, Outlook, Corporate Finance, Forecasting, Asset Managment, Risk Management, Data Analysis, Business Objects, SAP, Ubuntu, .NET, Asset Management, Accounting, Process Improvement, Investments, Securities, Portfolio Management, Management, Finance, Hedge Funds, Analysis
Education
University of Houston 2010 — 2011
BS, Math
University of Houston 2005 — 2008
BBA, Finance
CFA Institute
Pearland High School
EDF Energy Services July 2014 - Present
Repsol September 2013 - July 2014
Invesco April 2013 - September 2013
Sysco May 2012 - January 2013
Chardan Capital Markets September 2011 - December 2011
Dimensional Fund Advisors September 2008 - July 2010
Telemus Capital Partners May 2008 - August 2008
NECS October 2007 - May 2008
Skills
Bloomberg, Microsoft Excel, PowerPoint, VBA, Microsoft Word, Access, Visio, Visual Basic, SQL, Financial Modeling, Financial Analysis, Microsoft Office, Valuation, Outlook, Corporate Finance, Forecasting, Asset Managment, Risk Management, Data Analysis, Business Objects, SAP, Ubuntu, .NET, Asset Management, Accounting, Process Improvement, Investments, Securities, Portfolio Management, Management, Finance, Hedge Funds, Analysis
Education
University of Houston 2010 — 2011
BS, Math
University of Houston 2005 — 2008
BBA, Finance
CFA Institute
Pearland High School
Jeff Cheek, CPA Jeff Cheek, CPA's Telemus Capital Partners Experience January 2011 - Present
Job Fixed Income Investment Analyst at Telemus Capital Partners
Industry Financial Services
Experience
Telemus Capital Partners January 2011 - Present
PricewaterhouseCoopers October 2009 - December 2010
Comerica Bank 2007 - 2007
Skills
Series 7, Series 65, Life & Health Insurance..., Accident Insurance, Financial Analysis, Investments, Asset Managment, Wealth Management, Finance, Financial Modeling, Accounting, Auditing, Due Diligence, Financial Services
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2009
Master of Accounting, Accounting
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Accounting and Finance
Telemus Capital Partners January 2011 - Present
PricewaterhouseCoopers October 2009 - December 2010
Comerica Bank 2007 - 2007
Skills
Series 7, Series 65, Life & Health Insurance..., Accident Insurance, Financial Analysis, Investments, Asset Managment, Wealth Management, Finance, Financial Modeling, Accounting, Auditing, Due Diligence, Financial Services
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2009
Master of Accounting, Accounting
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Accounting and Finance
Max Flinn's Telemus Capital Partners Experience May 2007 - August 2007
Job Commercial Analyst at Enterprise Products
Industry Oil & Energy
Experience
Enterprise Products December 2014 - Present
Enterprise Products June 2013 - Present
Jay W. Dale January 2009 - January 2011
Telemus Capital Partners May 2007 - August 2007
Skills
Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Strategic Planning, Customer Service, Sales, Analysis, Mergers & Acquisitions, Financial Analysis, Securities, Social Networking
Education
University of Houston, C.T. Bauer College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Enterprise Products December 2014 - Present
Enterprise Products June 2013 - Present
Jay W. Dale January 2009 - January 2011
Telemus Capital Partners May 2007 - August 2007
Skills
Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Strategic Planning, Customer Service, Sales, Analysis, Mergers & Acquisitions, Financial Analysis, Securities, Social Networking
Education
University of Houston, C.T. Bauer College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Cole Neumann Cole Neumann's Telemus Capital Partners Experience June 2009 - August 2009
Job Wealth Analyst at Telemus Capital
Industry Financial Services
Experience
Telemus Capital April 2015 - Present
Quicken Loans February 2015 - April 2015
Quicken Loans November 2013 - February 2015
Quicken Loans July 2012 - October 2013
Oppenheimer & Co. Inc. June 2011 - August 2011
Benzinga June 2010 - September 2010
Telemus Capital Partners June 2009 - August 2009
Skills
Finance, Portfolio Management, Insurance, Analysis, Investments, Bloomberg, Trading, Microsoft Excel, Mutual Funds
Education
University of Michigan 2008 — 2012
B.A., Economics
The Hebrew University 2010 — 2010
Telemus Capital April 2015 - Present
Quicken Loans February 2015 - April 2015
Quicken Loans November 2013 - February 2015
Quicken Loans July 2012 - October 2013
Oppenheimer & Co. Inc. June 2011 - August 2011
Benzinga June 2010 - September 2010
Telemus Capital Partners June 2009 - August 2009
Skills
Finance, Portfolio Management, Insurance, Analysis, Investments, Bloomberg, Trading, Microsoft Excel, Mutual Funds
Education
University of Michigan 2008 — 2012
B.A., Economics
The Hebrew University 2010 — 2010
Michaela Moriah Chatman Michaela Moriah Chatman's Telemus Capital Partners Experience June 2007 - August 2007
Job Digital Media Coordinator at Phillips 66
Industry Oil & Energy
Experience
Phillips 66 August 2015 - Present
Phillips 66 June 2013 - July 2015
Phillips 66 September 2012 - June 2013
Phillips 66 May 2012 - September 2012
ConocoPhillips March 2011 - May 2012
ConocoPhillips June 2010 - August 2010
KICKSTART KIDS May 2008 - August 2008
Telemus Capital Partners June 2007 - August 2007
Skills
Data Analysis, PowerPoint, Financial Modeling, Market Research, Microsoft Office, Energy, Microsoft Word, Analysis, Project Management, Marketing, Social Media, Windows Movie Maker, Microsoft Excel, Sales, Financial Analysis, Leadership, Event Planning, Research, Public Speaking
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2010
Bachelor's degree, Marketing
ESCP Europe 2009 — 2009
BBA, International Marketing Summer Program
The Chinese University of Hong Kong 2009 — 2009
BBA, Fall Exchange Student
Phillips 66 August 2015 - Present
Phillips 66 June 2013 - July 2015
Phillips 66 September 2012 - June 2013
Phillips 66 May 2012 - September 2012
ConocoPhillips March 2011 - May 2012
ConocoPhillips June 2010 - August 2010
KICKSTART KIDS May 2008 - August 2008
Telemus Capital Partners June 2007 - August 2007
Skills
Data Analysis, PowerPoint, Financial Modeling, Market Research, Microsoft Office, Energy, Microsoft Word, Analysis, Project Management, Marketing, Social Media, Windows Movie Maker, Microsoft Excel, Sales, Financial Analysis, Leadership, Event Planning, Research, Public Speaking
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2010
Bachelor's degree, Marketing
ESCP Europe 2009 — 2009
BBA, International Marketing Summer Program
The Chinese University of Hong Kong 2009 — 2009
BBA, Fall Exchange Student
Osvaldo Mendoza's Telemus Capital Partners Experience October 2010 - May 2011
Job Software Engineer at VEVO
Industry Computer Software
Experience
VEVO May 2014 - Present
Qlovi September 2013 - April 2014
Mingull July 2012 - September 2013
Goldman Sachs June 2011 - August 2011
University of Michigan September 2010 - June 2011
University of Michigan January 2011 - May 2011
Telemus Capital Partners October 2010 - May 2011
University of Michigan September 2009 - May 2011
University of Michigan September 2010 - January 2011
University of Michigan June 2010 - August 2010
Skills
C++, Matlab, PHP, MySQL, JavaScript, CSS, Entrepreneurship, Web Design, Web Interface Design, Start-ups, Photoshop, Illustrator, Git, Programming, VBA, LaTeX, Linux, Data Analysis, Software Engineering, C, Visual Basic, Research, Software Development, Web Development, User Experience
Education
University of Michigan, Rackham Graduate School 2010 — 2011
Masters, Industrial Operations Engineering, Financial Engineering
University of Michigan 2006 — 2010
Bachelors, Aerospace Engineering
VEVO May 2014 - Present
Qlovi September 2013 - April 2014
Mingull July 2012 - September 2013
Goldman Sachs June 2011 - August 2011
University of Michigan September 2010 - June 2011
University of Michigan January 2011 - May 2011
Telemus Capital Partners October 2010 - May 2011
University of Michigan September 2009 - May 2011
University of Michigan September 2010 - January 2011
University of Michigan June 2010 - August 2010
Skills
C++, Matlab, PHP, MySQL, JavaScript, CSS, Entrepreneurship, Web Design, Web Interface Design, Start-ups, Photoshop, Illustrator, Git, Programming, VBA, LaTeX, Linux, Data Analysis, Software Engineering, C, Visual Basic, Research, Software Development, Web Development, User Experience
Education
University of Michigan, Rackham Graduate School 2010 — 2011
Masters, Industrial Operations Engineering, Financial Engineering
University of Michigan 2006 — 2010
Bachelors, Aerospace Engineering
Charles Dabrowski Charles Dabrowski's Telemus Capital Partners Experience November 2010 - Present
Job Wealth Advisor at Telemus Capital Partners
Industry Investment Management
Experience
Telemus Capital Partners November 2010 - Present
Huron Consulting Group June 2010 - October 2010
Attorney Grievance Commission of Michigan October 2007 - May 2008
Michigan Court of Appeals, 1st District June 2007 - August 2007
Kitch Drutchas Valitutti and Sherbrook June 2006 - August 2006
Jenner and Block LLP August 2004 - July 2005
Skills
Legal Research, Mergers & Acquisitions, Management, Tax, Legal Advice, Public Speaking, Wealth Management, CRM, Tax Law, Due Diligence
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2008 — 2009
LLM, Tax Law
Wayne State University Law School 2005 — 2008
J.D., Law
University of Michigan
Bachelor of the Arts, Political Science & German
Telemus Capital Partners November 2010 - Present
Huron Consulting Group June 2010 - October 2010
Attorney Grievance Commission of Michigan October 2007 - May 2008
Michigan Court of Appeals, 1st District June 2007 - August 2007
Kitch Drutchas Valitutti and Sherbrook June 2006 - August 2006
Jenner and Block LLP August 2004 - July 2005
Skills
Legal Research, Mergers & Acquisitions, Management, Tax, Legal Advice, Public Speaking, Wealth Management, CRM, Tax Law, Due Diligence
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2008 — 2009
LLM, Tax Law
Wayne State University Law School 2005 — 2008
J.D., Law
University of Michigan
Bachelor of the Arts, Political Science & German
Chuck Byrnes's Telemus Capital Partners Experience January 2008 - February 2013
Job Financial Analyst at DAPCO Ind
Industry Financial Services
Experience
DAPCO Ind March 2013 - Present
Telemus Capital Partners January 2008 - February 2013
Telemus Capital Partners March 2007 - January 2008
Skills
Microsoft Excel, Outlook, JAWS, Triton, Morningstar Direct, Advent, Thomson One Analytics, Capital IQ, Bloomberg, Streetscape, FBSI, Series 7, Series 65, Portfolio Management, Series 63, Asset Allocation, Finance, Equities
Education
Eastern Michigan University 2001 — 2006
B.B.A, Finance
DAPCO Ind March 2013 - Present
Telemus Capital Partners January 2008 - February 2013
Telemus Capital Partners March 2007 - January 2008
Skills
Microsoft Excel, Outlook, JAWS, Triton, Morningstar Direct, Advent, Thomson One Analytics, Capital IQ, Bloomberg, Streetscape, FBSI, Series 7, Series 65, Portfolio Management, Series 63, Asset Allocation, Finance, Equities
Education
Eastern Michigan University 2001 — 2006
B.B.A, Finance
Matthew Ran's Telemus Capital Partners Experience September 2008 - December 2013
Job Financial Life Advisor at Telemus
Industry Financial Services
Experience
Telemus January 2014 - Present
Telemus Capital Partners September 2008 - December 2013
Camp Tamakwa June 2008 - August 2008
Camp Tamakwa June 2007 - August 2007
Pali Capital June 2006 - August 2006
Skills
Investments, Financial Planning, Asset Management, Portfolio Management, Series 7, Series 66, Financial Analysis, Estate Planning, Wealth Management, Asset Allocation, Investment Advisory, Social Media, Social Media Marketing, Excel, Wealth Management..., Strategic Financial..., Wealth, Retirement Planning, Tactical Asset..., Wealth Accumulation, Tax, Asset Managment, Microsoft Excel, Investment Management, Alternative Investments, Securities, Mutual Funds, Financial Advisory, Retirement
Education
University of Southern California 2005 — 2008
Economics
The London School of Economics and Political Science (LSE) 2005 — 2005
Accounting
Michigan State University 2004 — 2005
Business
Andover High School 2000 — 2004
Telemus January 2014 - Present
Telemus Capital Partners September 2008 - December 2013
Camp Tamakwa June 2008 - August 2008
Camp Tamakwa June 2007 - August 2007
Pali Capital June 2006 - August 2006
Skills
Investments, Financial Planning, Asset Management, Portfolio Management, Series 7, Series 66, Financial Analysis, Estate Planning, Wealth Management, Asset Allocation, Investment Advisory, Social Media, Social Media Marketing, Excel, Wealth Management..., Strategic Financial..., Wealth, Retirement Planning, Tactical Asset..., Wealth Accumulation, Tax, Asset Managment, Microsoft Excel, Investment Management, Alternative Investments, Securities, Mutual Funds, Financial Advisory, Retirement
Education
University of Southern California 2005 — 2008
Economics
The London School of Economics and Political Science (LSE) 2005 — 2005
Accounting
Michigan State University 2004 — 2005
Business
Andover High School 2000 — 2004
Abraham Leon Abraham Leon's Telemus Capital Partners Experience May 2010 - August 2010
Job Associate at Fortis Net Lease
Industry Real Estate
Experience
Fortis Net Lease June 2015 - Present
Leon's Restaurants January 1999 - Present
Signature Associates Commercial Real Estate November 2012 - October 2014
Investment Solution Services, LLC February 2011 - December 2012
Telemus Capital Partners May 2010 - August 2010
A.G. Edwards & Sons July 2006 - January 2007
Skills
Commercial Real Estate, Real Estate Transactions, Real Estate Development, Real Estate Investment, Equity Trading, Negotiation, Research, Fixed Income Products, Mutual Fund Research, Portfolio Management, Business Analysis, Team Leadership, Annuity, Customer Service, Customer Relations, Investment Advisory, Risk Management, Financial Planning, Financial Markets, Financial Management, Alternative Investments, Entrepreneur, Wealth Management, Real Estate Sales..., Strategic Financial..., Entrepreneurship, Investment Properties, Mutual Funds, Insurance, Securities
Education
University of Michigan-Dearborn 2007 — 2010
MBA, Finance
Michigan State University 2001 — 2005
Bachelor's degree, Finance, General
Detroit Catholic Central High School 1998 — 2001
Fortis Net Lease June 2015 - Present
Leon's Restaurants January 1999 - Present
Signature Associates Commercial Real Estate November 2012 - October 2014
Investment Solution Services, LLC February 2011 - December 2012
Telemus Capital Partners May 2010 - August 2010
A.G. Edwards & Sons July 2006 - January 2007
Skills
Commercial Real Estate, Real Estate Transactions, Real Estate Development, Real Estate Investment, Equity Trading, Negotiation, Research, Fixed Income Products, Mutual Fund Research, Portfolio Management, Business Analysis, Team Leadership, Annuity, Customer Service, Customer Relations, Investment Advisory, Risk Management, Financial Planning, Financial Markets, Financial Management, Alternative Investments, Entrepreneur, Wealth Management, Real Estate Sales..., Strategic Financial..., Entrepreneurship, Investment Properties, Mutual Funds, Insurance, Securities
Education
University of Michigan-Dearborn 2007 — 2010
MBA, Finance
Michigan State University 2001 — 2005
Bachelor's degree, Finance, General
Detroit Catholic Central High School 1998 — 2001
Andrew Garon Andrew Garon's Telemus Capital Partners Experience 2007 - 2008
Job Experienced Investment Advisor
Industry Financial Services
Experience
Guardian Defense Group, LLC October 2013 - Present
Professional Trader February 2013 - Present
Morgan Stanley Smith Barney April 2011 - February 2013
Waddell & Reed April 2010 - April 2011
Ronin Capital May 2009 - August 2009
Telemus Capital Partners 2007 - 2008
Skills
Series 7, Investment Advisory, Financial Analysis, Investment Strategies, Portfolio Management, Financial Modeling, Series 66
Education
Michigan State University 2005 — 2009
Bachelor of Arts (BA), Economics
Guardian Defense Group, LLC October 2013 - Present
Professional Trader February 2013 - Present
Morgan Stanley Smith Barney April 2011 - February 2013
Waddell & Reed April 2010 - April 2011
Ronin Capital May 2009 - August 2009
Telemus Capital Partners 2007 - 2008
Skills
Series 7, Investment Advisory, Financial Analysis, Investment Strategies, Portfolio Management, Financial Modeling, Series 66
Education
Michigan State University 2005 — 2009
Bachelor of Arts (BA), Economics
Nick Sejnost Nick Sejnost's Telemus Capital Partners Experience May 2010 - September 2010
Job Markets Risk Analyst at Bank of America
Industry Financial Services
Experience
Bank of America June 2012 - Present
BNP Paribas June 2011 - August 2011
Telemus Capital Partners May 2010 - September 2010
Skills
Microsoft Office, Visual Basic, Bloomberg Terminal, Financial Markets, Financial Structuring, Financial Reporting, Financial Analysis, Financial Risk, Equity Research, Fixed Income
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance/Accounting/Economics
Bank of America June 2012 - Present
BNP Paribas June 2011 - August 2011
Telemus Capital Partners May 2010 - September 2010
Skills
Microsoft Office, Visual Basic, Bloomberg Terminal, Financial Markets, Financial Structuring, Financial Reporting, Financial Analysis, Financial Risk, Equity Research, Fixed Income
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance/Accounting/Economics
Elana Rosen's Telemus Capital Partners Experience November 2012 - January 2013
Job IEOR Student at UC, Berkeley
Industry Logistics and Supply Chain
Experience
Cascade Capital LLC August 2015 - Present
Kalamazoo College January 2012 - July 2015
MJS Packaging June 2014 - December 2014
Kalamazoo College January 2013 - June 2014
Telemus Capital Partners November 2012 - January 2013
Wine Country Shipping June 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Economics, Research, Microsoft Word, PowerPoint, Statistics, Critical Thinking, Teamwork, Public Speaking, Leadership, R, Analysis, Matlab, Accounting
Education
University of California, Berkeley 2015 — 2016
Master of Engineering (M.Eng.), Operations Research and Industrial Engineering
Kalamazoo College 2011 — 2015
Bachelor of Arts (BA), Mathematics
Curtin University 2013 — 2013
Study Abroad, Mathematics, Aboriginal Studies, 3.5/4.0
Cascade Capital LLC August 2015 - Present
Kalamazoo College January 2012 - July 2015
MJS Packaging June 2014 - December 2014
Kalamazoo College January 2013 - June 2014
Telemus Capital Partners November 2012 - January 2013
Wine Country Shipping June 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Economics, Research, Microsoft Word, PowerPoint, Statistics, Critical Thinking, Teamwork, Public Speaking, Leadership, R, Analysis, Matlab, Accounting
Education
University of California, Berkeley 2015 — 2016
Master of Engineering (M.Eng.), Operations Research and Industrial Engineering
Kalamazoo College 2011 — 2015
Bachelor of Arts (BA), Mathematics
Curtin University 2013 — 2013
Study Abroad, Mathematics, Aboriginal Studies, 3.5/4.0
Bernard Kent's Telemus Capital Partners Experience August 2007 - December 2013
Job Chairman at Schechter Investment Advisors
Industry Financial Services
Experience
Schechter Investment Advisors January 2014 - Present
Telemus Capital Partners August 2007 - December 2013
PricewaterhouseCoopers 1974 - 2006
Skills
Financial Planning, Tax, Wealth Management, Estate Planning, Investments, Personal Finance, Asset Allocation, Strategic Financial..., Mutual Funds, Retirement Planning, Corporate Finance, Due Diligence, Mergers & Acquisitions, Investment Advisory, Wealth
Education
University of Michigan Law School 1971 — 1974
Doctor of Law (J.D.)
Oakland University 1968 — 1971
B.A., Economics
Clarenceville HS
Schechter Investment Advisors January 2014 - Present
Telemus Capital Partners August 2007 - December 2013
PricewaterhouseCoopers 1974 - 2006
Skills
Financial Planning, Tax, Wealth Management, Estate Planning, Investments, Personal Finance, Asset Allocation, Strategic Financial..., Mutual Funds, Retirement Planning, Corporate Finance, Due Diligence, Mergers & Acquisitions, Investment Advisory, Wealth
Education
University of Michigan Law School 1971 — 1974
Doctor of Law (J.D.)
Oakland University 1968 — 1971
B.A., Economics
Clarenceville HS
Laura Armstrong, CFA, CFP®'s Telemus Capital Partners Experience December 2006 - September 2012
Job Chief Administrative Officer at Comerica Bank
Industry Financial Services
Experience
Comerica Bank December 2014 - Present
Portfolio Solutions, LLC September 2012 - December 2014
Telemus Capital Partners December 2006 - September 2012
Paul Stein Group / Northwestern Mutual July 2006 - December 2006
C. Curtis & Associates July 2003 - May 2006
H&R Block December 2004 - April 2006
Skills
Portfolio Management, Asset Allocation, Investments, Trading, Financial Modeling, Tamarac, Investment Advisory, Asset Management, GIPS, Asset Managment, Brokerage, RIA, Project Management, Series 63, Life Insurance, Junxure, Salesforce.com, ACT!, Customer Service, MoneyGuidePro, Finance, Equities, Mutual Funds
Education
University of Michigan 2007 — 2009
Master of Business Administration (M.B.A.)
Eastern Michigan University 1998 — 2002
Bachelor of Business Administration, Business Management
Woodhaven High School 1994 — 1998
Comerica Bank December 2014 - Present
Portfolio Solutions, LLC September 2012 - December 2014
Telemus Capital Partners December 2006 - September 2012
Paul Stein Group / Northwestern Mutual July 2006 - December 2006
C. Curtis & Associates July 2003 - May 2006
H&R Block December 2004 - April 2006
Skills
Portfolio Management, Asset Allocation, Investments, Trading, Financial Modeling, Tamarac, Investment Advisory, Asset Management, GIPS, Asset Managment, Brokerage, RIA, Project Management, Series 63, Life Insurance, Junxure, Salesforce.com, ACT!, Customer Service, MoneyGuidePro, Finance, Equities, Mutual Funds
Education
University of Michigan 2007 — 2009
Master of Business Administration (M.B.A.)
Eastern Michigan University 1998 — 2002
Bachelor of Business Administration, Business Management
Woodhaven High School 1994 — 1998
Craig Dawson's Telemus Capital Partners Experience January 2008 - June 2010
Job Vice President at Salient Partners
Industry Financial Services
Experience
Salient Partners January 2011 - Present
RDG Capital June 2010 - January 2011
Telemus Capital Partners January 2008 - June 2010
Skills
Due Diligence, Alternative Investments, Series 7, Asset Allocation, Financial Modeling, Financial Analysis, Strategic Planning, Investments, Portfolio Management, Management, Hedge Funds, Valuation
Education
The University of Texas at Austin 1990 — 1994
Bachelor of Arts (B.A.), Plan II
St. John's School 1986 — 1990
Salient Partners January 2011 - Present
RDG Capital June 2010 - January 2011
Telemus Capital Partners January 2008 - June 2010
Skills
Due Diligence, Alternative Investments, Series 7, Asset Allocation, Financial Modeling, Financial Analysis, Strategic Planning, Investments, Portfolio Management, Management, Hedge Funds, Valuation
Education
The University of Texas at Austin 1990 — 1994
Bachelor of Arts (B.A.), Plan II
St. John's School 1986 — 1990
Andrew Bass's Telemus Capital Partners Experience March 2005 - Present
Job Managing Director Telemus Wealth Advisors
Industry Investment Management
Experience
Telemus Capital Partners March 2005 - Present
Telemus Capital 2005 - 2013
Arthur Andersen 1978 - 1997
Skills
Strategic Planning, Mergers & Acquisitions, Due Diligence, Process Improvement, Financial Analysis, Investments, Financial Modeling, Private Equity, Tax Research
Education
University of Michigan - Stephen M. Ross School of Business 1973 — 1975
MBA, Finance and Accounting
Telemus Capital Partners March 2005 - Present
Telemus Capital 2005 - 2013
Arthur Andersen 1978 - 1997
Skills
Strategic Planning, Mergers & Acquisitions, Due Diligence, Process Improvement, Financial Analysis, Investments, Financial Modeling, Private Equity, Tax Research
Education
University of Michigan - Stephen M. Ross School of Business 1973 — 1975
MBA, Finance and Accounting
Chris Fragner's Telemus Capital Partners Experience June 2008 - March 2011
Job Principal at Sage Hill Capital
Industry Financial Services
Experience
Sage Hill Capital April 2011 - Present
Telemus Capital Partners June 2008 - March 2011
JPMorgan Chase 2007 - 2007
Education
University of Michigan 2004 — 2008
BBA, Finance and Accounting
University of Michigan - Stephen M. Ross School of Business
Sage Hill Capital April 2011 - Present
Telemus Capital Partners June 2008 - March 2011
JPMorgan Chase 2007 - 2007
Education
University of Michigan 2004 — 2008
BBA, Finance and Accounting
University of Michigan - Stephen M. Ross School of Business
Matthew Amason's Telemus Capital Partners Experience May 2008 - August 2008
Job Strategic Planning at Lockheed Martin Aeronautics
Industry Financial Services
Experience
Lockheed Martin January 2014 - Present
Lockheed Martin Aeronautics January 2013 - December 2014
Lockheed Martin Aeronautics January 2012 - January 2013
Lockheed Martin Aeronautics March 2009 - January 2012
Telemus Capital Partners May 2008 - August 2008
Skills
Asset Allocation, Asset Management, Bloomberg Terminal, Due Diligence, Economics, Management, ERP, Program Management, Banking, System Administration, Investments, Materials Management, Strategic Financial..., Portfolio Management, Financial Analysis
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA), Strategy and Entrepreneurship
Texas A&M University 2004 — 2008
Bachelor of Science, Economics
Lockheed Martin January 2014 - Present
Lockheed Martin Aeronautics January 2013 - December 2014
Lockheed Martin Aeronautics January 2012 - January 2013
Lockheed Martin Aeronautics March 2009 - January 2012
Telemus Capital Partners May 2008 - August 2008
Skills
Asset Allocation, Asset Management, Bloomberg Terminal, Due Diligence, Economics, Management, ERP, Program Management, Banking, System Administration, Investments, Materials Management, Strategic Financial..., Portfolio Management, Financial Analysis
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA), Strategy and Entrepreneurship
Texas A&M University 2004 — 2008
Bachelor of Science, Economics
Chris Fragner's Telemus Capital Partners Experience June 2008 - April 2011
Job Investment Analyst
Industry Financial Services
Experience
Sage Hill Capital April 2011 - Present
Telemus Capital Partners June 2008 - April 2011
Skills
Financial Modeling, Financial Analysis
Education
University of Michigan 2004 — 2008
BBA, Business
Sage Hill Capital April 2011 - Present
Telemus Capital Partners June 2008 - April 2011
Skills
Financial Modeling, Financial Analysis
Education
University of Michigan 2004 — 2008
BBA, Business
Mark Stone's Telemus Capital Partners Experience June 2010 - August 2010
Job Institutional Equity Sales at Barclays Capital
Industry Banking
Experience
Barclays Capital December 2013 - Present
CLSA August 2012 - December 2013
Cheuvreux June 2011 - August 2012
Telemus Capital Partners June 2010 - August 2010
Stone Tower Capital June 2009 - August 2009
Skills
Statistics, Financial Markets, Investment Banking, Capital Markets, Financial Statement..., Business Valuation, Account Management, Excel, Bloomberg Terminal, Lotus Notes, Markit, Factset, Market Research, Microsoft Office
Education
University of Michigan 2007 — 2011
Bachelor of Arts (BA), Economics
Barclays Capital December 2013 - Present
CLSA August 2012 - December 2013
Cheuvreux June 2011 - August 2012
Telemus Capital Partners June 2010 - August 2010
Stone Tower Capital June 2009 - August 2009
Skills
Statistics, Financial Markets, Investment Banking, Capital Markets, Financial Statement..., Business Valuation, Account Management, Excel, Bloomberg Terminal, Lotus Notes, Markit, Factset, Market Research, Microsoft Office
Education
University of Michigan 2007 — 2011
Bachelor of Arts (BA), Economics
Moon Soo (Ray) Park's Telemus Capital Partners Experience October 2008 - Present
Job Operation Manager at Ace Tutor Zone
Industry Investment Management
Experience
Telemus Capital Partners October 2008 - Present
Deutsche Bank 2009 - 2009
Pro Capital Ltd. 2008 - 2008
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2010
BBA, Finance & Accounting
University of Michigan 2006 — 2006
Minor in Asian Studies
Telemus Capital Partners October 2008 - Present
Deutsche Bank 2009 - 2009
Pro Capital Ltd. 2008 - 2008
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2010
BBA, Finance & Accounting
University of Michigan 2006 — 2006
Minor in Asian Studies
Matthew Espinosa's Telemus Capital Partners Experience April 2008 - July 2009
Job Operations Specialist at Munder Capital Management
Industry Financial Services
Experience
Munder Capital Management July 2009 - Present
Telemus Capital Partners April 2008 - July 2009
Aerotek Commercial Staffing August 2007 - April 2008
Education
Eastern Michigan University
B.S., Mathematics/Economics
Munder Capital Management July 2009 - Present
Telemus Capital Partners April 2008 - July 2009
Aerotek Commercial Staffing August 2007 - April 2008
Education
Eastern Michigan University
B.S., Mathematics/Economics
Ted Gardner's Telemus Capital Partners Experience June 2007 - June 2010
Job Partner at Salient Partners
Industry Investment Management
Experience
Salient Partners January 2011 - Present
RDG Capital July 2010 - December 2010
Telemus Capital Partners June 2007 - June 2010
Skills
Asset Allocation, Asset Management, Investments, Series 7, Portfolio Management
Education
The University of Texas at Austin 1991 — 1994
Bachelor of Business Administration
University of St. Thomas (TX)
MBA
Salient Partners January 2011 - Present
RDG Capital July 2010 - December 2010
Telemus Capital Partners June 2007 - June 2010
Skills
Asset Allocation, Asset Management, Investments, Series 7, Portfolio Management
Education
The University of Texas at Austin 1991 — 1994
Bachelor of Business Administration
University of St. Thomas (TX)
MBA
Benjamin Upward, CMT's Telemus Capital Partners Experience May 2008 - December 2012
Job Synchronicity Futures, LLC
Industry Financial Services
Experience
Synchronicity Futures, LLC June 2015 - Present
Robinson Capital Management, LLC January 2013 - June 2015
Telemus Capital Partners May 2008 - December 2012
Munder Capital Management 2000 - 2008
Skills
Series 7, Investments, Series 63, Portfolio Management, Bloomberg, Trading, Asset Allocation, Equities, ETFs, Mutual Funds, Alternative Investments, Asset Management, Investment Advisory, Securities, Fixed Income, Investment Management, Equity Research
Education
Albion College 1998 — 2000
Bachelor's degree, Economics and Political Science
Claremont McKenna College 1996 — 1998
Transfered to Albion after Sophomore year, Government
Detroit Country Day School 1992 — 1996
Covington Middle School 1989 — 1992
Synchronicity Futures, LLC June 2015 - Present
Robinson Capital Management, LLC January 2013 - June 2015
Telemus Capital Partners May 2008 - December 2012
Munder Capital Management 2000 - 2008
Skills
Series 7, Investments, Series 63, Portfolio Management, Bloomberg, Trading, Asset Allocation, Equities, ETFs, Mutual Funds, Alternative Investments, Asset Management, Investment Advisory, Securities, Fixed Income, Investment Management, Equity Research
Education
Albion College 1998 — 2000
Bachelor's degree, Economics and Political Science
Claremont McKenna College 1996 — 1998
Transfered to Albion after Sophomore year, Government
Detroit Country Day School 1992 — 1996
Covington Middle School 1989 — 1992
Jonathan Sheets's Telemus Capital Partners Experience March 2012 - May 2013
Job Associate at Black River Asset Management
Industry Investment Management
Experience
Black River Asset Management July 2014 - Present
Maize and Blue Fund September 2012 - April 2014
Matrix Capital Management June 2013 - August 2013
Telemus Capital Partners March 2012 - May 2013
Michigan Interactive Investments Club September 2011 - December 2012
Grameen Bank May 2011 - June 2011
Skills
Investments, Hedge Funds, Equities, Analysis, Fixed Income, Finance, Mutual Funds, Equity Research, Due Diligence, Bloomberg, Asset Allocation, Management, Corporate Finance, Valuation, Portfolio Management, Financial Modeling, Financial Analysis, Financial Markets, Bloomberg Terminal, Economics, Investment Management, Trading, Capital Markets, Palm Pilot, Geocaching
Education
Stephen M. Ross School of Business 2010 — 2014
Bachelor, Business Administration, 3.5/4.00
Haslett High School
University of Michigan
Black River Asset Management July 2014 - Present
Maize and Blue Fund September 2012 - April 2014
Matrix Capital Management June 2013 - August 2013
Telemus Capital Partners March 2012 - May 2013
Michigan Interactive Investments Club September 2011 - December 2012
Grameen Bank May 2011 - June 2011
Skills
Investments, Hedge Funds, Equities, Analysis, Fixed Income, Finance, Mutual Funds, Equity Research, Due Diligence, Bloomberg, Asset Allocation, Management, Corporate Finance, Valuation, Portfolio Management, Financial Modeling, Financial Analysis, Financial Markets, Bloomberg Terminal, Economics, Investment Management, Trading, Capital Markets, Palm Pilot, Geocaching
Education
Stephen M. Ross School of Business 2010 — 2014
Bachelor, Business Administration, 3.5/4.00
Haslett High School
University of Michigan
Jonathan Eber's Telemus Capital Partners Experience January 2005 - March 2007
Job Registered Representative at GLP & Associates
Industry Financial Services
Experience
GLP & Associates March 2010 - Present
Fifth Third Securities June 2007 - December 2009
Telemus Capital Partners January 2005 - March 2007
UBS January 2000 - January 2005
Prudential Securities February 1995 - January 1999
Hyatt Hotels Corporation July 1976 - November 1994
Hyatt Regency Dearborn 1989 - 1994
Skills
Series 7, Wealth Management, 401k Rollovers, Financial Analysis, Fixed Annuities, Asset Allocation, Retirement Planning, 401k, Mutual Funds, Retirement, Investment Advisory, Securities, Equities, Portfolio Management, Sales Management, Financial Services, Investment Strategies, Series 63, IRAs, Sales, Wealth Accumulation, Investments, Insurance, Training, Wealth, Variable Annuities, Long Term Care Insurance, Strategic Financial..., Finance, Financial Planners, Financial Advisory, Term Life Insurance, Wealth Management..., Estate Planning, College Savings Plans, ETFs, Long-term Care, Roth IRA, Saving for Education, Series 6
Education
Cornell University 1974 — 1976
MPS, Hotel Administration
Rutgers University-New Brunswick 1970 — 1974
BA, Political Science
GLP & Associates March 2010 - Present
Fifth Third Securities June 2007 - December 2009
Telemus Capital Partners January 2005 - March 2007
UBS January 2000 - January 2005
Prudential Securities February 1995 - January 1999
Hyatt Hotels Corporation July 1976 - November 1994
Hyatt Regency Dearborn 1989 - 1994
Skills
Series 7, Wealth Management, 401k Rollovers, Financial Analysis, Fixed Annuities, Asset Allocation, Retirement Planning, 401k, Mutual Funds, Retirement, Investment Advisory, Securities, Equities, Portfolio Management, Sales Management, Financial Services, Investment Strategies, Series 63, IRAs, Sales, Wealth Accumulation, Investments, Insurance, Training, Wealth, Variable Annuities, Long Term Care Insurance, Strategic Financial..., Finance, Financial Planners, Financial Advisory, Term Life Insurance, Wealth Management..., Estate Planning, College Savings Plans, ETFs, Long-term Care, Roth IRA, Saving for Education, Series 6
Education
Cornell University 1974 — 1976
MPS, Hotel Administration
Rutgers University-New Brunswick 1970 — 1974
BA, Political Science
David Weisman's Telemus Capital Partners Experience April 2007 - September 2007
Job Director of Business Development at Scoop
Industry Marketing and Advertising
Experience
Scoop Technologies, Inc. April 2015 - Present
Google February 2015 - May 2015
Google October 2013 - January 2015
Google August 2012 - October 2013
Google July 2010 - August 2012
Quinn Emanuel May 2010 - August 2010
University of Michigan April 2008 - May 2009
Beacon Investment Management September 2007 - May 2008
Telemus Capital Partners April 2007 - September 2007
Skills
Social Media, Customer Relations, Social Media Marketing, Google Analytics, Facebook, Customer Service, Consulting, Digital Marketing, Social Media Measurement, Google+, SEM, Display Advertising, Video Advertising, Mobile Advertising, Project Management, Product Marketing, Digital Strategy, Google Adwords, Product Management, Advertising, Online Advertising, Product Launch, Technical Support, Social Media Consulting, Social Marketing, Google API, Google Webmaster Tools, Go-to-market Strategy, Content Strategy, Web Analytics, Online Marketing, Digital Media, Mobile Devices, Interactive Marketing, Mobile Marketing, Search Advertising, Sales, E-commerce, Lead Generation, Email Marketing
Education
University of Michigan 2006 — 2010
Bachelors, College of Literature, Science, and the Arts2006
London School of Economics and Political Science 2008 — 2008
Scoop Technologies, Inc. April 2015 - Present
Google February 2015 - May 2015
Google October 2013 - January 2015
Google August 2012 - October 2013
Google July 2010 - August 2012
Quinn Emanuel May 2010 - August 2010
University of Michigan April 2008 - May 2009
Beacon Investment Management September 2007 - May 2008
Telemus Capital Partners April 2007 - September 2007
Skills
Social Media, Customer Relations, Social Media Marketing, Google Analytics, Facebook, Customer Service, Consulting, Digital Marketing, Social Media Measurement, Google+, SEM, Display Advertising, Video Advertising, Mobile Advertising, Project Management, Product Marketing, Digital Strategy, Google Adwords, Product Management, Advertising, Online Advertising, Product Launch, Technical Support, Social Media Consulting, Social Marketing, Google API, Google Webmaster Tools, Go-to-market Strategy, Content Strategy, Web Analytics, Online Marketing, Digital Media, Mobile Devices, Interactive Marketing, Mobile Marketing, Search Advertising, Sales, E-commerce, Lead Generation, Email Marketing
Education
University of Michigan 2006 — 2010
Bachelors, College of Literature, Science, and the Arts2006
London School of Economics and Political Science 2008 — 2008
Charles Cho's Telemus Capital Partners Experience July 2009 - September 2009
Job Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2013 - Present
Moelis & Company July 2011 - June 2013
Credit Suisse June 2010 - August 2010
Telemus Capital Partners July 2009 - September 2009
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance
Moelis & Company July 2013 - Present
Moelis & Company July 2011 - June 2013
Credit Suisse June 2010 - August 2010
Telemus Capital Partners July 2009 - September 2009
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance
Benjamin Halliday's Telemus Capital Partners Experience March 2008 - May 2008
Job Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2014 - Present
JPMorgan Chase June 2013 - August 2014
Texas Christian University May 2012 - May 2013
JPMorgan Chase May 2012 - August 2012
Texas Pacific Group February 2010 - December 2010
Kappa Sigma Fraternity - TCU 2009 - 2010
ACE Global Insurance June 2009 - June 2009
Confederation of British Industry June 2009 - June 2009
Telemus Capital Partners March 2008 - May 2008
GlaxoSmithKline Pharmaceuticals July 2007 - July 2007
Skills
Microsoft Office..., PowerPoint, Microsoft Excel, Analysis, Financial Analysis, Financial Accounting, Financial Reporting, Microsoft Word, Microsoft Office, Research, Event Planning, Accounting, Event Management, Financial Modeling, Management
Education
Texas Christian University 2012 — 2013
Master of Accounting, Accounting and Finance
Texas Christian University 2008 — 2012
BBA, Accounting/Finance
Stratford High School 2004 — 2008
JPMorgan Chase August 2014 - Present
JPMorgan Chase June 2013 - August 2014
Texas Christian University May 2012 - May 2013
JPMorgan Chase May 2012 - August 2012
Texas Pacific Group February 2010 - December 2010
Kappa Sigma Fraternity - TCU 2009 - 2010
ACE Global Insurance June 2009 - June 2009
Confederation of British Industry June 2009 - June 2009
Telemus Capital Partners March 2008 - May 2008
GlaxoSmithKline Pharmaceuticals July 2007 - July 2007
Skills
Microsoft Office..., PowerPoint, Microsoft Excel, Analysis, Financial Analysis, Financial Accounting, Financial Reporting, Microsoft Word, Microsoft Office, Research, Event Planning, Accounting, Event Management, Financial Modeling, Management
Education
Texas Christian University 2012 — 2013
Master of Accounting, Accounting and Finance
Texas Christian University 2008 — 2012
BBA, Accounting/Finance
Stratford High School 2004 — 2008
Matthew Kalt's Telemus Capital Partners Experience November 2011 - April 2012
Job Senior Analyst at Oxford Capital
Industry Real Estate
Experience
Oxford Capital Group March 2014 - Present
Lutz Real Estate Investments May 2012 - March 2014
ICSC Michigan Real Estate Club September 2010 - May 2012
Telemus Capital Partners November 2011 - April 2012
Mid-America Real Estate & Lormax Stern April 2011 - September 2011
Skills
Financial Modeling, Due Diligence, Financial Analysis, Real Estate, Investments, Accounting, Business Strategy, Valuation, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Finance
Detroit Country Day 2004 — 2008
Oxford Capital Group March 2014 - Present
Lutz Real Estate Investments May 2012 - March 2014
ICSC Michigan Real Estate Club September 2010 - May 2012
Telemus Capital Partners November 2011 - April 2012
Mid-America Real Estate & Lormax Stern April 2011 - September 2011
Skills
Financial Modeling, Due Diligence, Financial Analysis, Real Estate, Investments, Accounting, Business Strategy, Valuation, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Finance
Detroit Country Day 2004 — 2008
Marika Pehlivanidis's Telemus Capital Partners Experience 2009 - June 2012
Job Underwriter at Quicken Loans
Industry Financial Services
Experience
Quicken Loans November 2014 - Present
Quicken Loans July 2012 - November 2014
University of Michigan-Dearborn January 2011 - January 2013
Telemus Capital Partners 2009 - June 2012
Ele's Place 2008 - 2010
Telemus Capital January 2008 - June 2009
Skills
Marketing, Financial Analysis
Education
University of Michigan-Dearborn 2002 — 2006
B.B.A., Finance (Minor in Psychology)
University of Michigan-Dearborn
MBA
Quicken Loans November 2014 - Present
Quicken Loans July 2012 - November 2014
University of Michigan-Dearborn January 2011 - January 2013
Telemus Capital Partners 2009 - June 2012
Ele's Place 2008 - 2010
Telemus Capital January 2008 - June 2009
Skills
Marketing, Financial Analysis
Education
University of Michigan-Dearborn 2002 — 2006
B.B.A., Finance (Minor in Psychology)
University of Michigan-Dearborn
MBA