Van Kampen Investments
Industry: Company
DescriptionVan Kampen Investments, Inc. was an American mutual fund company. Formerly independent, it was acquired by Morgan Stanley in 1996. Most of Morgan Stanley's asset management activities were principally conducted under the Morgan Stanley and Van Kampen brands. Headquarters: Oakbrook Terrace, Illinois, United States Founded: 1968 Subsidiaries: Van Kampen Investments, Parent organizations: Morgan Stanley, Invesco, Van Kampen Investments, MSAM Holdings II Inc
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Van Kampen Investments Employees
Phillips 66 Company May 2012 - Present
ConocoPhillips Company July 2007 - May 2012
ConocoPhillips Company June 2004 - July 2007
ConocoPhillips Company October 2002 - June 2004
Duke Energy North America March 2001 - October 2002
Van Kampen Investments, Inc September 1998 - March 2001
Van Kampen Investments September 1996 - September 1998
Van Kampen Trust Company March 1994 - September 1996
Skills
Trading, Management, Commodity, Securities, Auditing, Budgets, Negotiation, Finance, Access, Internal Audit, Accounting, Risk Management, Sarbanes-Oxley Act, Equities, Gas, Financial Analysis, Policy, Asset Management, Equity Research, Commodity Markets, Analysis
Education
University of St. Thomas 1998 — 2000
Masters, Finance
Illinois State University 1991 — 1993
Bachelor of Science, Finance; Economics
Parkland Community College 1989 — 1991
Associates of Science, Business Administration
Hanson McClain June 2005 - Present
Principal Financial Group May 2003 - June 2005
A.G. Edwards & Sons, Inc. April 2002 - May 2003
Van Kampen Investments May 2000 - April 2002
Skills
Series 6, 7, 63, 65, 66, Management, Retirement Planning, Marketing, Investments, Wealth Management, Mutual Funds, Retirement, Asset Management, Finance, Investment Advisory
Education
Illinois State University
UBS Global Asset Management January 2012 - August 2013
UBS Global Asset Management 2006 - 2011
UBS Global Asset Management 2001 - 2005
UBS Global Asset Management 1999 - 2001
PNC Financial Services Group 1998 - 1999
Van Kampen Investments 1996 - 1998
SEI Investments 1993 - 1996
Skills
Alternative Investments, Mutual Funds, Sales Management, Public Speaking, Business Strategy, Investment Management, Team Building, Competitive Analysis, Compensation Structures, Miller Heiman Sales..., National Account..., Territory Optimization, Critical Thinking, Separately Managed..., Unified Managed Accounts, ETFs, Hedge Funds, Business Development, Banking, Financial Advisory, Mergers & Acquisitions, Asset Allocation, Fixed Income, Equities, Series 24, Series 7, Series 63, Fusion, Key Account..., Team Leadership, Options, Securities, Wealth Management, Investment Advisory, Asset Management, Financial Services, Relationship Management, FINRA, Investment Strategies, Fund Of Funds, Investments, Finance, Series 65
Education
Georgetown University 1990 — 1993
Bachelor of Arts (BA), Psychology
Syracuse University 1989 — 1990
Cardinal Newman High School - West Palm Beach, FL 1985 — 1989
Invesco Ltd. June 2010 - Present
Van Kampen Investments May 2006 - June 2010
Van Kampen Investments June 2003 - May 2006
Van Kampen Investments January 2001 - June 2003
Van Kampen Unit Trust August 1997 - January 2001
Skills
Series 7, Series 65, Series 24, Separately Managed..., ETFs, Alternative Investments, Unit Investment Trusts
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2003
M.B.A., Finance
Illinois State University 1993 — 1997
B.S., Finance
PPM America, Inc. August 2014 - Present
PPM America, Inc. December 2001 - August 2014
VanKampen Funds 1983 - 2001
Van Kampen Investments 1983 - 2001
Skills
Investment Advisory, Mutual Funds, Fixed Income, Securities, Corporate Governance, Equities, Investments, Investment Management, Due Diligence, Securities Regulation, SEC, Financial Services, Asset Management
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1982 — 1985
JD
Greenville College 1975 — 1978
BA, History
College of DuPage March 2011 - Present
Plainfield Community Consolidated School District #202 December 2006 - March 2011
Van Kampen Investments March 2001 - December 2006
Skills
MS Office 2010/2013,..., Microsoft Office, PowerPoint, Event Planning, Outlook, Data Entry, Microsoft Word
Education
Illinois State University 1991 — 1995
Bachelor's degree, Business Administration
Incapital June 2014 - Present
Firth Trading January 2010 - June 2014
Goldman Sachs October 2006 - January 2010
Van Kampen Investments November 2004 - October 2006
Morgan Stanley May 2001 - November 2004
Skills
Asset Management, Wealth Management, Alternative Investments
Education
Boston College 1997 — 2001
Marquette University 1997 — 1998
BlackRock June 2015 - Present
BlackRock January 2015 - May 2015
Deutsche Bank January 2008 - December 2014
Deutsche Bank February 2004 - January 2008
AllianceBernstein May 1999 - February 2004
Van Kampen Investments June 1994 - May 1999
Skills
Series 7, Investments, Mutual Funds, Asset Allocation, Alternative Investments, Series 63, Asset Management, Portfolio Management, Wealth Management, Securities
Education
Illinois Wesleyan University 1990 — 1994
Bachelor of Business Administration (B.B.A.)
Kaneland High School 1986 — 1990
Navistar Inc July 2008 - Present
SIRVA Worldwide January 2002 - January 2007
Van Kampen Investments January 2000 - January 2002
Ty, Inc. January 1999 - January 2000
Pinnacle Group Associates (Primacy) January 1998 - January 1999
Maritz Performance Improvement Company January 1985 - January 1998
Skills
Administrative..., Procurement, Organizational..., Finance, Administrative Work, PeopleSoft, Outlook, Office Management, Process Improvement, Spreadsheets, Logistics
Education
College of DuPage
Associate's Degree, Business Administration and Management, General
Hinsdale South High School
High School
Washington State Voter Protection August 2012 - Present
Acacia Financial Group LLC January 2008 - Present
XShares Securities LLC 2008 - 2009
John Hancock Life Insurance Company (U.S.A.) August 2003 - June 2005
Van Kampen Investments August 1993 - August 2003
Pilgrim Group 1999 - 2003
Skills
Portfolio Management, Banking, Risk Management, Financial Analysis, Credit, Fixed Income, Loans, Asset Managment, Strategic Planning, Capital Markets, Derivatives, Valuation, Investment Banking, Mergers, Mortgage Lending, Alternative Investments, Investment Strategies, Asset Management, Mergers & Acquisitions, Series 63, Mutual Funds, Securities
Education
Boston University 2014 — 2015
CFP Designation, Certified Financial Planner, A
The John Marshall Law School 1980 — 1984
Doctor of Law (JD), Law
Southern Illinois University, Carbondale 1976 — 1980
Bachelor of Arts (B.A.), History, Chemistry
Indiana University August 2014 - Present
168 Consulting and Research January 2011 - August 2014
A Connected Planet June 2012 - December 2013
Coloradans for Alternatives to the Death Penalty April 2013 - June 2013
Kellogg School of Management April 2009 - April 2010
City of Chicago Department of Environment 2010 - 2010
Morgan Stanley Smith Barney November 2008 - 2010
Van Kampen Investments January 2006 - November 2008
Illinois Wesleyan University May 2003 - December 2005
Skills
Team Leadership, Cross-functional Team..., Public Speaking, Management, Problem Solving, Teamwork, Change Management, Community Outreach, CRM, Business Strategy, Fundraising, Organizational..., Entrepreneurship, Business Development, Presenting Ideas, Microsoft Office, Highly Analytical, Creative Problem Solving, Financial Analysis, Team-oriented, Government, Marketing, Client Interfacing, Stata, Filemaker Pro, Change Leadership, Team Oriented, Innovative Problem..., Multitasker, ODK Collect, Qualtrics, XForms, Haitian Creole, French, Analytical Skills
Education
Indiana University Bloomington 2014 — 2017
Doctor of Philosophy (PhD), Public Policy
Northwestern University - Kellogg School of Management 2007 — 2010
MBA, Analytical Consulting, Decision Sciences, Economics, Int'l Business, Mgmt & Strategy, and Marketing
Illinois Wesleyan University 1999 — 2003
BA, Finance and Economics
Guggenheim Investments March 2012 - Present
Security Benefit July 2010 - Present
Van Kampen Investments January 2003 - April 2008
Morgan Stanley January 1999 - January 2003
Travelers Portfolio Group September 1996 - December 1998
AXA Equitable October 1994 - September 1996
Education
College of the Holy Cross
@ REIT in Orange County, CA April 2014 - Present
Transamerica Capital December 2012 - April 2014
Allstate Financial March 2011 - December 2012
Ameriprise Financial / RiverSource Distribution September 2010 - January 2011
Jackson National Life September 2006 - July 2010
Van Kampen Investments June 2000 - March 2004
Skills
Annuity, Process Management, Insurance, Mutual Funds, Sales Presentations, Series 7, Series 6, Series 63, Series 65, Retirement Planning, Consultative Approach, Alternative Investments, Investment Strategies, Variable Annuities, Investments
Education
Elmhurst College
BA, Business, Communications
Pacific Life March 2003 - Present
Ameritas Variable Life Insurance Company November 2000 - March 2003
Allstate Financial January 1999 - November 2000
Van Kampen Investments October 1997 - January 1999
ABN AMRO Bank N.V. June 1994 - October 1997
Skills
Social Security, Business Development, Retirement Planning, Public Speaking, Life Insurance, Asset Allocation, Coaching, Financial Services, Fixed Annuities, iPad, Mutual Funds, Planning, Microsoft PowerPoint, Series 6, Series 63, Series 7, Variable Annuities
Education
Eastern Illinois University 1992 — 1994
Bachelors of Science, Speech Communications
College of DuPage 1990 — 1992
Associates Degree, General
Deutsche Bank May 2013 - Present
Lightyear Capital April 2012 - May 2013
American Beacon Advisors August 2012 - April 2013
Sentio Advisors October 2010 - April 2013
Van Kampen Investments 2008 - 2010
Morgan Stanley 2006 - 2008
Merrill Lynch Investment Managers 2002 - 2006
Merrill Lynch 2000 - 2002
Skills
Asset Managment, Investments, Private Equity, Alternative Investments, Fixed Income, Investment Management, Wealth Management, Executive Management, Asset Management, Equities, Financial Services, Mutual Funds, Business Strategy, Hedge Funds, Asset Allocation
Education
Harvard Business School
AMP
Swarthmore College
BA, Economics
CME Group October 2014 - Present
CME Group February 2014 - October 2014
CME Group February 2012 - February 2013
CME Group May 2011 - February 2012
CME Group December 2008 - May 2011
Van Kampen Investments August 2006 - June 2008
Skills
Accruals, Invoicing, Budgeting, Expenses, Excel, Microsoft Office, Forecasting, Microsoft Excel, Budgets, Financial Reporting, Internal Controls, Business Analysis, General Ledger, Auditing, Accounts Payable, Leadership, Managerial Finance, Business Strategy, Customer Service, Payroll, Accounts Receivable, Vendor Management, Strategic Planning, Financial Analysis, Account Management, Team Leadership, Strategic Financial..., Contract Negotiation, Project Management, Investments, Analysis, Data Analysis, Banking, Financial Modeling, Management, Variance Analysis, Fixed Income, Team Building, Negotiation, New Business Development, Financial Accounting, Project Planning, Administration, PeopleSoft, Finance, Market Data, Program Management, Process Improvement, Software Documentation, Accounting
Education
DePaul University
Bachelor of Science, Management; Finance
Golub Capital April 2013 - Present
Northern Trust July 2012 - March 2013
HedgeServ April 2011 - May 2012
Amundi Alternative Investments Services January 2009 - April 2011
Amundi Alternative Investments Serices April 2005 - January 2009
Van Kampen Investments February 2004 - March 2005
Team Trading, LLc July 2003 - November 2003
Skills
CPA, Asset Managment, Asset Management, Hedge Funds, Mutual Funds, Financial Modeling, Fund Accounting, Finance, Financial Reporting, Accounting, Equities, Bloomberg, Financial Analysis, Alternative Investments, Trading, Fixed Income, Fund Administration, Derivatives, Portfolio Management, Valuation, Investments, Securities
Education
Fairfield University 1999 — 2003
Bachelor’s Degree, Finance and Economics, 3.64
Loyola Academy 1995 — 1999
High School
Xerox November 2014 - Present
ServiceMaster August 2013 - August 2014
Xerox Services April 2009 - August 2013
Brookfield Company November 2008 - April 2009
Hewitt Associates June 2002 - October 2008
American Cancer Society - Illinois Division 2001 - 2007
Van Kampen Investments July 1999 - June 2002
Monsanto June 1986 - August 1995
Skills
Management, Strategy, Outsourcing, BPO, Portfolio Management, Forecasting, Process Improvement, Vendor Management, Business Process..., Leadership, Cross-functional Team..., Management Consulting, Program Management, Performance Management, Personnel Management, Employee Benefits, CRM
Education
Washington University in St. Louis - Olin Business School 1984 — 1986
MBA, Finance, General
Franklin & Marshall College 1978 — 1982
BA, Geology
Tortoise Capital Advisors January 2014 - Present
New York Stock Exchange January 2008 - December 2013
Morgan Stanley Investment Management March 2005 - January 2008
Van Kampen Investments October 1999 - March 2005
Skills
Financial Markets, Hedge Funds, Series 7, Budget Management, New Business Development, Budgets, Advertising, Asset Managment, Capital Markets, Marketing, Sales, Equities, Asset Management, Alternative Investments, Investments, Series 63, Investor Relations, Mutual Funds, Electronic Trading, Securities, Morningstar, Fixed Income, Options, Asset Allocation, Trading, Trading Systems, Financial Services, Derivatives, Bloomberg, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
MBA, Marketing
Michigan State University 1993 — 1997
BA, Finance
Wells Fargo 2014 - Present
Prudential Investments 2012 - 2013
Nuveen Investments 2006 - 2012
Beck Enterprises, Inc. 2002 - 2006
Van Kampen Investments 2000 - 2002
MetLife 1997 - 2000
Skills
Series 7, Investments, Series 63, Wealth Management, Asset Management, Portfolio Management, Fixed Income, Securities, Financial Services, Equities
Education
DePaul University 1999 — 2001
Master of Business Administration (M.B.A.), Marketing
North Central College 1993 — 1997
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
UBS Financial Services January 2009 - Present
Van Kampen Investments February 2003 - January 2009
Education
Indiana University - Kelley School of Business 1998 — 2002
Marketing
Detroit Country Day
Nyberg & Cassioppi, LLC October 2000 - Present
Van Kampen Investments February 1982 - February 1999
Querrey & Harrow, Ltd. November 1978 - February 1982
Skills
Mergers & Acquisitions, Estate Planning, Start-ups, Corporate Law, Litigation, Team Building, Small Business, Legal Writing, Commercial Litigation, Legal Research, Due Diligence, General Corporate...
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1975 — 1978
Juris Doctor, Law
Augustana College, Rock Island, Illinois 1971 — 1975
Bachelor of Arts (B.A.), Business Administration and Political Science
Richards High School, Oak Lawn, Illinois 1967 — 1971
Home Helpers of Barrington September 2012 - Present
Incapital May 2011 - Present
Infotechnics LLC October 2005 - Present
Trinergy LLC 2004 - April 2013
CEIF 2003 - April 2012
GUGGENHEIM FUNDS DISTRIBUTORS INC. April 2010 - May 2011
PowerShares May 2009 - April 2010
Evangelical Child and Family Agency 2007 - 2010
Van Kampen Funds August 1991 - January 2009
Van Kampen Investments August 1991 - January 2009
Skills
Investment Strategies, Risk Management, Trading, Negotiation, Teaching, Investments, Equities, Municipal Bonds, Portfolio Management, Unit Trusts, ETFs, Public Speaking, Series 7, Series 24, Series 63, Fixed Income Analysis, Asset Allocation, Asset Managment, Fixed Income, Customer Service, Mutual Funds, Asset Management, Securities, Leadership, Valuation, Organizational..., Strategic Planning, Reorganization, High Yield Bonds, Fixed Income Portfolio..., Certified Senior Adviser, Alzheimer's Care, Fall Prevention, Senior Services, Long-term Care, Rehabilitation, Geriatric Rehabilitation, Long Term Care Insurance, Writing, Rheumatoid Arthritis, Bonds, Investment Advisory, International Economics, International Investment, Investment Management, Wealth Management, Options, Financial Markets, Executive Management, Retirement Planning
Education
Northern Illinois University 1995 — 1998
MBA, Finance
Cedarville University 1987 — 1991
BA, Business Admin Finance & Mgmt
NorthStar Securities, LLC January 2012 - Present
Destra Capital October 2010 - January 2012
RiverSource Investments April 2008 - October 2010
Ameriprise Financial / RiverSouce Investments 2003 - 2008
Van Kampen Investments 1996 - 2003
Kemper Unit Investment Trusts 1991 - 1996
Skills
Investments, Strategy, Mutual Funds, Asset Management, Management, Alternative Investments, Sales, Separately Managed..., Leadership, Investment Advisory, Sales Process, Business Planning, Account Management, Sales Operations, Securities, Sales Management, Values-based Leadership, Business Ethics, Motivational Speaking, Team Leadership, Trusted Business Partner, Change Management
Education
Quinlan School of Business, Loyola University Chicago 1987 — 1988
MBA, Human Resources Management/Personnel Administration, General
Eastern Illinois University 1983 — 1986
Bachelors, Finance
Golub Capital November 2013 - Present
Emerald Ventures, Inc. January 2013 - September 2013
Renovo Services, LLC January 2011 - December 2012
Nuveen Investments September 2010 - January 2011
Morgan Stanley Investment Management January 2001 - June 2010
Van Kampen Investments June 1996 - January 2001
First Chicago 1981 - 1996
Skills
Relationship Management, Strategic Planning, Business Development, Mergers, Change Management, Program Management, Vendor Management, Business Strategy, IT Strategy, Business Analysis, Project Management, Cross-functional Team..., SaaS, Strategy, CRM, Mergers & Acquisitions, Online Marketing, Marketing, Business Intelligence, Enterprise Software, Financial Services, Leadership, Salesforce.com, SDLC, Morningstar, Team Leadership, Consulting, Executive Management, Management, Integration, Analytics, Databases, Process Improvement, Risk Management, Business Process..., Information Technology, Project Portfolio..., Outsourcing
Education
Saint Xavier University 2002 — 2004
MBA, Marketing
DePaul University 1998 — 2001
BA, Information Systems
Irrigation Station June 2009 - Present
RG Miller Engineers, Inc. April 2007 - March 2009
Irrigation Station July 2006 - April 2007
Truefitt & Hill April 2005 - March 2007
Van Kampen Investments August 2005 - February 2006
Body Conditioning Solutions - Sports Nutrition Products August 2003 - August 2005
Billy Jealousy - Men's Skin Care & Grooming November 2004 - April 2005
Skills
Microsoft Office, Recruiting, Customer Service, Construction, Strategic Planning, Microsoft Excel, Sales, Marketing Strategy, Civil Engineering, Microsoft Word, AutoCAD, Financial Analysis
Education
University of Houston-Downtown 2008 — 2008
AutoCAD 2D (AutoCAD 2008)
Blinn College 2002 — 2003
Houston Community College 1999 — 2002
Langham Creek High School 1995 — 1999
Diploma
Jackson National Life December 2009 - Present
SunAmerica April 2001 - December 2009
Allstate 1999 - 2001
Van Kampen Investments 1997 - 1999
Skills
Asset Allocation, Series 7, Series 63, Variable Annuities, Mutual Funds, Retirement Planning, Alternative Investments, Fixed Annuities, Retirement
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1999
MBA, Finance
Marquette University 1990 — 1994
Bachelors of Science, Finance
Invesco Ltd. February 2006 - Present
Van Kampen Investments 2006 - 2010
Van Kampen Investments 1997 - 1998
Skills
Separately Managed..., Wholesaling, Mutual Funds, Series 65, Series 7, Unit Investment Trusts, ETFs, Series 63, Alternative Investments, Managed Accounts, Investment Products, Investment Strategies
Education
Baylor University 1988 — 1992
BBA, Economics
BNY Mellon Wealth Management April 2015 - Present
Trillium Asset Management 2012 - 2014
UBS Financial Services Inc. 2011 - 2012
Walker Capital Management 2009 - 2010
Van Kampen Investments 1990 - 2008
Bank of New England 1989 - 1990
Digital Equipment Corporation 1986 - 1987
Skills
Equities, Corporate Finance, Capital Markets, Securities, Asset Managment, Mutual Funds, Competitive Analysis, Portfolio Management, Derivatives, Asset Management, Strategy, Asset Allocation, Equity Research, Mergers & Acquisitions, Investments, Finance, Wealth Management, Emerging Markets, Bloomberg, Financial Advisory, Valuation, Hedge Funds, Fixed Income
Education
Vanderbilt University - Owen Graduate School of Management 1987 — 1989
MBA, Finance and Management Information Systems
Duke University 1982 — 1986
BS, Computer Science
Belmont Hill School
Oak Ridge Investments May 2014 - Present
Oak Ridge Investments June 2007 - April 2014
Van Kampen Investments 2005 - 2007
Scudder Investments 2002 - 2005
Scudder Investments (Deutsche Bank) 2002 - 2005
Education
Eastern Illinois University 1996 — 2001
B.A.
Downers Grove North 1992 — 1996
Van Kampen Investments February 2006 - October 2011
Morgan Stanley December 2003 - February 2006
Skills
Series 63, Series 7, Mutual Funds, Alternative Investments, Asset Allocation, Asset Management, ETFs, Investment Strategies, Securities, Separately Managed..., Wealth Management, Equities, Financial Advisory, Financial Services
Education
California State Polytechnic University-Pomona 2000 — 2002
BS, Business Managment
JAM Consulting Group, Inc. July 2011 - Present
Van Kampen Investments December 2007 - June 2010
Van Kampen Investments April 2002 - December 2007
Huntington National Bank December 2000 - April 2002
Huntington National Bank October 1997 - December 2000
FMB INVESTMENT SERVICES March 1996 - October 1997
TCF FINANCIAL CORP March 1986 - March 1996
ITT FINANCIAL SERVICES December 1981 - March 1986
Skills
Insurance, Sales Management, Territory Management, Business Development, Team Building, Investments, Sales, Mutual Funds, New Business Development, Alternative Investments, Financial Advisory, 401k, Investment Advisory, Marketing, Relationship Management, Banking, Financial Services, Series 63, Series 7, Asset Allocation, Series 6, ETFs, Separately Managed..., Investment Strategies, Series 65, Retirement Planning, Securities, FINRA, Wealth Management, Retirement, Asset Management, Uniform Combined State..., Investment Management, Hedge Funds, Series 24, Fixed Annuities, Equities, Bonds
Education
Boston College
Bachelor of Arts, Economics
Frederick County Public Schools August 2011 - Present
Lincoln Financial Advisors March 2008 - May 2009
Van Kampen Investments January 2006 - September 2007
Scudder Investments September 2004 - December 2005
Education
George Mason University
BA, Communication
UBS Global Asset Management February 2015 - Present
UBS Global Asset Management October 2010 - February 2015
The University of Chicago, Office of Investments July 2009 - October 2010
Van Kampen Funds October 2003 - January 2009
Van Kampen Investments 2003 - November 2008
Skills
Asset Management, Mutual Funds, Series 7, Asset Allocation, Alternative Investments, Microsoft Excel, Investments, Hedge Funds, Asset Managment, Securities, Wealth Management, Series 63, Investment Strategies, Fixed Income, Portfolio Management, Equities
Education
Carthage College 1999 — 2003
RBC Wealth Management April 2013 - Present
Lord Abbett & Co, LLC January 2011 - April 2013
CFP Board November 2010 - December 2010
Van Kampen Investments October 2000 - June 2010
MFS Investment Management January 1996 - October 2000
Skills
Help employees navigate..., CRM, Finance, Financial Advisory, Public Speaking, Series 63, Series 7, Financial Services, Mutual Funds, Insurance, Retirement, Investments, Retirement Planning
Education
Bentley University 1990 — 1994
BS, Business Communication
The Perfect Thing December 2014 - Present
Optimized Offices LLC March 2009 - Present
Optimized Offices LLC March 2009 - Present
Central Piedmont Community College November 2011 - Present
"Makin' Memories to Benefit Alzheimer's Research" July 2013 - August 2013
Microsoft July 2006 - September 2008
Microsoft July 2004 - July 2006
Microsoft July 2001 - July 2004
Microsoft March 1999 - July 2001
Van Kampen Investments October 1988 - December 1993
Skills
Office Organization, Email Management, Time Management, Public Speaking, Continuous Improvement, Microsoft Office, Value Stream Mapping, 5S, Virtual Teams, Lean Healthcare, Office Management, Contract Negotiation, Vendor Management, Process Improvement, Coaching, Leadership, Training, Lean Manufacturing, Project Planning, Budgets, Management, Sales, Strategy, Strategic Planning, Outlook, Blogging, Software Documentation, Customer Service, Team Building, Marketing, Project Management, Social Networking, Sales Operations, Program Management, Community Outreach, Enterprise Software, Leadership Development, Change Management, Organizational..., Research, Negotiation, Networking, Team Leadership, Management Consulting, Entrepreneurship, Market Research, Analysis, Cross-functional Team..., Nonprofits, Fundraising
Education
Champlain College 2013 — 2016
Computer Forensics and Digital Investigation Certificate
Belmont University - Jack C. Massey Graduate School of Business 2011 — 2011
Lean Healthcare Certificate, Lean Process Improvement
Dominican University 1989 — 1993
MLIS (Masters in Library and Information Science), Library Science
Concordia University-New York
B. A., English
Ameriprise Financial Services, Inc. October 2012 - Present
BIC Group, LLC August 2011 - July 2012
Curian Capital November 2010 - July 2011
Riversource Investments, an Ameriprise Financial subsidiary March 2003 - May 2009
Morningstar 2001 - 2003
Van Kampen Investments 2000 - 2001
Hormel Foods 1998 - 2000
Skills
Mutual Funds, Series 7, Asset Allocation, Portfolio Management, Series 63, Separately Managed..., Retirement Planning, Fixed Annuities, Investments, Series 6
Education
Indiana University Bloomington 1994 — 1998
BS, Marketing
Indiana University Bloomington 1994 — 1998
Bachelor of Science (B.S.), Marketing
Grant Thornton May 2006 - Present
ABNAmro/LaSalle Bank January 2005 - May 2006
Mazalin Solutions January 1999 - 2006
EdGate June 2000 - May 2001
Waste Management November 1997 - October 1998
Van Kampen Investments September 1993 - November 1997
Skills
Project Management, IT Strategy, Business Analysis, SharePoint, Process Improvement, Requirements Gathering, Software Project..., Business Intelligence, Business Process..., Lotus Notes, Program Management, Vendor Management, Requirements Analysis, Quality Assurance, Change Management, Enterprise Content..., Web Applications, MS Project, Windows, Troubleshooting, Analysis, Enterprise Software, Visio, PMO, SDLC, Agile Methodologies, Software Documentation, Microsoft SQL Server, Disaster Recovery, ScrumMaster, ITIL v3 Foundations..., Certified ScrumMaster, ePMO, Web Content Management, Management, IT Management, Governance, Integration, Cross-functional Team...
Education
Illinois Institute of Technology
Webmaster Certificate Program, Webmaster Certificate Program
University of Illinois at Chicago
Bachelor of Arts, English
Transamerica Capital Management March 2009 - Present
Van Kampen Investments 1996 - January 2009
DWS Investments 1993 - 1996
United States Air Force 1988 - 1995
Skills
Mutual Funds, 401k, Series 63, Series 7, Investments, Fixed Annuities, Series 6, Retirement Planning, Series 65, ETFs, Separately Managed..., Asset Allocation, Alternative Investments, Wealth Management, Closed-end Funds, Asset Managment, Securities, Investment Advisory, Investment Strategies, Series 24
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1999
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1988 — 1992
BBA, Finance
B Practical Solutions Inc. April 2002 - Present
Van Kampen Investments April 1992 - April 2002
FSC Paper Company February 1988 - March 2002
Morgan Stanley 2000 - 2002
Sargent & Lundy January 1980 - January 1987
Education
Governors State University 1983 — 1989
University of Florida March 2013 - Present
Paul Caspersen & Associates, LLC March 2009 - Present
Iowa State University Foundation March 2009 - March 2013
TIAA-CREF August 2005 - March 2009
Wells Fargo Investments May 2004 - July 2005
Edward Jones May 2001 - May 2004
Van Kampen Investments 1998 - 2001
Olde Discount Corp 1997 - 1998
Skills
Estate Planning, Strategic Financial..., Financial Advisory, Planned Giving, Wealth Management, Public Speaking, Nonprofits, Financial Planning, Philanthropy, Wealth, Retirement, Leadership, Finance, Strategy, Charitable Trusts, Employee Benefits, Tax, Asset Management, 401k, Investment Management, Tax Preparation, Management, Fundraising, Program Management, Asset Allocation, Financial Services, Retirement Planning, Personal Finance, Mutual Funds, Investment Strategies, Charitable Gift..., Financial Planners, Training, Consulting, Series 7, Personal Financial..., Investments, Small Business, Portfolio Management, Investment Advisory, Insurance, Securities, Consultancy, Real Estate
Education
College for Financial Planning 2006 — 2009
Master of Science (MS), Personal Financial Planning, cum laude
University of Northern Iowa 1994 — 1997
BA, Communication Studies
Van Kampen Investments / Morgan Stanley 1999 - September 2004
Van Kampen Investments / Morgan Stanley 1997 - 1999
Van Kampen Investments 1993 - 1996
Van Kampen Investments 1989 - 1993
Van Kampen Investments 1985 - 1988
Skills
Marketing Strategy, Segmentation, Analytics, Consumer Insights, Problem Solving, Analysis, Loyalty Marketing, Database Marketing, Data Analysis, Customer Retention, Customer Relations, Mentoring, Market Research, Statistics, Direct Marketing, Customer Insight, New Business Development, Access, Team Leadership, Business Strategy, Marketing, Competitive Analysis, Strategy, Sales Management, Lead Generation, Business Intelligence, Cross-functional Team..., CRM, Leadership, Management
Education
Illinois College
BS Math, Math / Physics
Northern Illinois University
Post Graduate work, Business Administration
Plano High School
LaSalle St. Securities April 2012 - August 2013
Van Kampen Investments February 2003 - January 2007
Van Kampen Investments February 2000 - February 2003
Van Kampen Investments January 1997 - December 1999
Van Kampen Investments July 1995 - December 1996
Van Kampen Investments July 1994 - June 1995
Skills
Investments, Retirement, Wealth Management, Recruiting, Mutual Funds, Portfolio Management, Series 7 and Series 63...
Education
DePaul University 1990 — 1994
Bachelor's degree, Finance
DePaul University 1990 — 1994
Bachelor's degree, Finance
Deutsche Asset & Wealth Management April 2010 - Present
Van Kampen Investments June 1997 - April 2010
Skills
Sales, New Business Development, Mutual Funds, Investments, Series 63, Relationship Management, Sales Management, Retirement Planning, Series 7, Finance, Financial Services, Alternative Investments, Asset Management, Securities, Wealth Management, Portfolio Management
Education
Illinois Wesleyan University 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
New York Life Insurance Company April 2011 - Present
Van Kampen Investments April 1999 - June 2010
Wachovia Securities (Formerly EVEREN Securities) June 1996 - April 1999
Skills
401k, Alternative Investments, Financial Advisory, Employee Benefits, Investment Advisory, Investments, Marketing, Mutual Funds, Retirement, Retirement Plan..., Sales, Retirement Planning, Separately Managed..., Series 63, Series 7, Wealth Management, Fixed Annuities
Education
Bradley University 1989 — 1993
Raymond James & Associates, Inc March 2008 - Present
Edward Jones May 1997 - March 2008
Van Kampen Investments 1991 - 1997
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Series 65, Investment Strategies, ETFs, Wealth Management, Retirement Planning, Separately Managed..., Investments, Investment Advisory, Asset Managment, Alternative Investments, Securities
Education
Trinity International University 1991 — 1993
BA, Business Communication
Columbia International University 1979 — 1981
Nuveen Investments June 2015 - Present
Incapital LLC July 2014 - June 2015
J.P. Morgan May 2012 - July 2014
William Blair and Company June 2011 - May 2012
Win3 Marketing June 2010 - July 2011
Van Kampen Investments 2003 - June 2010
Skills
Mutual Funds, Separately Managed..., Financial Advisory, Wealth Management, Asset Managment, Marketing, Equities, Series 63, Series 7, Alternative Investments, Series 6, Asset Allocation
Education
Indiana University - Kelley School of Business 1998 — 2002
Bachelor of Science (B.S.), Business- Marketing
Travelers September 2011 - Present
Travelers April 2014 - Present
Travelers August 2007 - September 2011
Travelers April 2005 - August 2005
Travelers June 2002 - April 2005
Travelers June 2001 - June 2002
Van Kampen Investments July 2000 - June 2001
Travelers October 1999 - July 2000
Travelers October 1998 - October 1999
Skills
Commercial Insurance, General Insurance, Property & Casualty..., Insurance, Underwriting
Education
Houston Community College
Associate of Arts (A.A.), Business
Texas A&M University 1996 — 1997
Undergraduate
Calamos Investments April 2010 - Present
Deutsche Asset Management December 2006 - April 2010
Hansberger Global Investors September 1996 - December 2006
Van Kampen Investments March 1986 - September 1996
Skills
Securities, Compliance, Corporate Law, Mutual Funds, Asset Management, Risk Management, Team Building, Contract Negotiation, Negotiation, Financial Services, Investments, Series 7, Legal Compliance, Derivatives, Hedge Funds, Financial Risk, Series 24, Securities Regulation, AML, Banking, Asset Managment, Due Diligence, SEC, FINRA, Alternative Investments, Investment Management, Portfolio Management, Corporate Governance, Finance, Structured Finance, Fixed Income, Private Equity, Joint Ventures, Insurance, Mergers & Acquisitions, Series 63, Corporate Finance, ETFs, Equities, Investment Company Act, Capital Markets, Venture Capital, Financial Markets, Investment Advisory, Executive Management, Financial Regulation, Investor Relations, IPO, Fund Of Funds, Licensing
Education
University of Tulsa College of Law 1974 — 1977
JD, Law
Northern Illinois University 1973 — 1974
Masters, Economics
Illinois Wesleyan University 1969 — 1973
B.A., E
Lake Springfield Christian Assembly December 2012 - Present
Lake Springfield Christian Assembly May 2008 - December 2012
Life Church 2005 - 2008
Van Kampen Investments 1999 - 2003
Skills
Camp, Retreats, Event Planning, Event Management, Marketing, Community Outreach, Public Speaking, Program Development, Teaching, Sports, Staff Development, Team Leadership, Program Management, Social Networking, Time Management, Editing
Education
Wheaton College 2003 — 2005
MA, Educational Ministries
Colorado State University 1993 — 1998
BS, Business Administration - Marketing
MassMutual Financial Group January 2015 - Present
Prudential Financial May 2008 - December 2010
Prudential Financial May 2003 - May 2008
WealthSense November 2000 - October 2002
CNA Insurance May 1998 - November 2000
Van Kampen Investments June 1997 - May 1998
Talbot Financial Services April 1994 - June 1997
Skills
Public Relations, Strategic Communications, Marketing Communications, Corporate Communications, Media Relations, Internal Communications, Strategic Planning, Public Speaking, Marketing Strategy, Marketing, Event Planning, Strategy
Education
DePaul University 1995 — 1997
Master of Arts (M.A.), Corporate Communication
The Ohio State University 1986 — 1991
Bachelor of Arts (B.A.), Communication, General
Mutual Trust Financial Group January 2013 - Present
Mutual Trust Financial Group March 2002 - Present
Van Kampen Investments February 1998 - February 2002
Education
Elmhurst College
Bachelor of Arts (BA), Psychology
Invesco Ltd. March 2010 - Present
VALIC October 1999 - October 2009
Van Kampen Investments April 1997 - August 1999
Skills
Portfolio Management, Investments, ETFs, Insurance, Series 63, Series 7, Mutual Funds, Strategic Financial..., Financial Services, Asset Allocation, Investment Strategies, Alternative Investments, Hedge Funds, Equities, Financial Advisory, Retirement Planning, Asset Management, Financial Planning
Education
Houston Baptist University
Master of Business Administration (M.B.A.), Finance
University of Houston
Bachelor's Degree, Finance
Commonwealth Financial Group July 2010 - Present
Van Kampen Investments August 2008 - June 2010
FT Portfolios December 1999 - August 2008
Education
Colby College
Incapital LLC General CounselIncapital LLCJune 2009 - Present
Mesirow Financial 2001 - 2009
Over The Rainbow Association For The Non-Ambulatory Physically Handicapped 1994 - 2009
Van Kampen Investments January 2000 - December 2000
EVEREN Securities 1992 - 2000
US Securities and Exchange Commission January 1988 - December 1991
United States Securities and Exchange Commission 1988 - 1991
Quinton, Lummus, Dunwody & Adams, PC May 1986 - December 1988
Skills
Due Diligence, Series 7, 24, 79 and 99, Corporate and..., Securities Regulation, Fixed Income, Equities,..., Financial Services, Corporate Law, Private Placements, Litigation, Alternative Investments, Corporate Governance, Mergers & Acquisitions, Asset Management, Fixed Income, Capital Markets, Private Equity, Structured Finance, Derivatives, AML, Mergers, Corporate Finance, Hedge Funds, Investment Management, Investment Banking, Mutual Funds, FINRA, Securities, Equities, Investments, Series 7, Risk Management, Finance
Education
The University of Chicago - Booth School of Business 1990 — 1995
Master of Business Administration (M.B.A.), Finance and Accounting
University of Miami School of Law 1983 — 1986
JD, Law
Cornell University 1980 — 1983
Bachelor of Arts (B.A.), Econ and Political Science
New trier 1976 — 1979
Somerset Elementary Foundation Board September 2010 - June 2015
Nuveen Investments - Fortune 500 Company July 1998 - January 2008
Van Kampen Investments February 1997 - June 1998
Everen Securities January 1995 - February 1997
Kemper Securities January 1991 - February 1995
Skills
Team Leadership, Executive Coaching, Sales Management, Mentoring, Fundraising, Career Development, Management Consulting, Management, Asset Allocation, Series 65, Mutual Funds, Asset Management, ETFs, Investments, Strategy, Separately Managed..., Series 7, Alternative Investments, Program Management, Uniform Combined State..., Equities, Investment Strategies, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2002 — 2005
Graduate of Securities Industry Institute
DePaul University 1987 — 1990
Bachelor's Degree, English Literature
Barat College of DePaul University 1986 — 1987
Guggenheim Funds April 2008 - Present
Calamos Investments December 2002 - March 2008
First Trust Advisors January 2000 - November 2002
Van Kampen Investments November 1998 - January 2000
Skills
Series 7, Investments, Financial Analysis, Portfolio Management, Equities, Securities, Bloomberg, Asset Managment, Fixed Income, Mutual Funds, Asset Allocation, Investment Management, Investment Strategies, Bonds, Separately Managed..., Insurance, FINRA, Unit Investment Trusts, Institutional..., Chartered Financial..., Bloomberg Terminal, Equity Research, Municipal Bonds, Financial Services, Equity Valuation
Education
Northern Illinois University 1995 — 1997
BS, Finance
College of DuPage 1993 — 1995
AA, Business, Accounting
Willowbrook High School 1989 — 1993
Invesco Ltd. June 2010 - Present
Morgan Stanley 2001 - June 2010
Van Kampen Investments 1996 - 2001
NOAA 1990 - 1993
Skills
Sybase, Data Warehousing, SQL, Disaster Recovery, SDLC
Education
George Mason University 1989 — 1994
BS, Computer Science
George Mason University - School of Business
MS, Information Systems
Morgan Stanley Investment Management January 2014 - Present
Morgan Stanley Investment Management June 2011 - December 2013
Morgan Stanley Investment Management June 2010 - May 2011
Morgan Stanley Investment Management January 2007 - May 2010
Van Kampen Investments September 2005 - June 2006
Van Kampen Investments October 2003 - August 2005
Skills
Investments, Portfolio Management, Asset Management, Equities, Financial Analysis, Financial Modeling, Risk Management, Microsoft Office, Fixed Income, Strategic Planning, QlikView Development, Tableau, Access, PowerPoint, Smartview
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Van Kampen Investments November 1999 - Present
Hewitt Associates June 1997 - November 1999
Education
Northwestern University 2004 — 2005
Certificate
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2002
Graduate
University of Wisconsin-Milwaukee 1993 — 1997
Bachelor
Horizon Cash Management December 2006 - November 2014
ABN AMRO September 2005 - December 2006
McDonnell Investment Management October 2001 - September 2005
Van Kampen Investments April 1997 - October 2001
Northern Trust Corporation 1994 - April 1997
Skills
Fixed Income, Bonds, Portfolio Management, Hedge Funds, Asset Management, Derivatives, Alternative Investments, Investments, Trading, Investment Management, Bloomberg, Finance, Capital Markets, Securities, Risk Management, Asset Allocation, Financial Markets, Cash Management, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign - College of Business 1991 — 1993
BS, Accounting
Bridgeway Capital Management 2006 - Present
Design Corps January 2013 - Present
St. John's School August 2009 - May 2013
Small Steps Nurturing Center August 2004 - May 2012
Presbyterian Pan American School 1999 - 2006
Houston Habitat for Humanity January 2004 - June 2004
AIM Investments May 1998 - May 2003
Van Kampen Investments 1994 - 1998
Fayez Sarofim & Co. 1987 - 1994
Merrill Lynch 1983 - 1985
Skills
Asset Managment, Hedge Funds, Investments, Private Equity, Equities
Education
Harvard Business School 1985 — 1987
MBA, with distinction
Princeton University 1979 — 1983
A.B., cum laude, Economics
H.M. King High School 1975 — 1979
Diploma
Raymond James Finanical Services, Inc. Member FINRA/SIPC July 2011 - Present
Edward Jones June 2005 - July 2011
Van Kampen Investments June 1999 - July 2005
Skills
Investments, Financial Advisory, Series 7, Securities, Estate Planning, Wealth Management, Series 63, Wealth, Series 65, Asset Allocation, Retirement Planning, Alternative Investments, Estate Tax Planning, Investment Advisory, 401k Rollovers, IRAs, Finance, Investment Strategies, 401k, IRA's, Divorce Planning, Series 6, Series 24
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2002
Master of Business Administration, Finance
Miami University 1995 — 1999
Bachelor of Science (B.S.), Finance
Glenbard South High School
Mizuho Securities January 2008 - Present
ABN AMRO August 2004 - May 2007
LaSalle Bank/ABN Amro 2004 - 2007
Bank One 2001 - 2004
Van Kampen Investments 1994 - 2001
Skills
Capital Markets, Investment Banking, Fixed Income, Equities, Leveraged Finance, LBO, Valuation, Healthcare, Mergers & Acquisitions, Investments, Derivatives
Education
Bradley University 1990 — 1994
Bradley University 1990 — 1994
Invesco Ltd. June 2010 - Present
Van Kampen Investments March 2006 - June 2010
JPMorgan Chase Bank September 1998 - September 2005
Skills
Loans, Credit, Risk Management, Credit Risk, Financial Risk
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
MBA, Business Administration
Northern Illinois University 1994 — 1998
BS, OMIS
Calamos Investments 2001 - 2005
Van Kampen Investments July 1999 - August 2001
Education
Eastern Illinois University 1994 — 1997
Russell Investments 2005 - Present
AllianceBernstein 2004 - 2005
Putnam Investments 1994 - 2004
Van Kampen Investments 1987 - 1994
Skills
Asset Allocation, ETFs, Alternative Investments, Mutual Funds, Investment Advisory, Asset Management, Investments, Investment Strategies, Wealth Management, Series 7, Separately Managed..., Financial Advisory, Hedge Funds, Retirement Planning, 401k, Series 24, Series 65, FINRA, Investment Management, Securities
Education
Dickinson College 1981 — 1985
BA, Policy and Management Studies
Invesco Ltd. February 2011 - Present
Van Kampen Investments January 2006 - February 2011
Scudder Investments July 2003 - December 2005
Skills
Mutual Funds, Series 7, Financial Services, Alternative Investments, Asset Allocation, ETFs, Wealth Management, Asset Management, Series 63, Separately Managed..., Securities, Investment Strategies, Series 6, Series 65, 401k
Education
DePauw University 1999 — 2003
Biology, Communications, Honors Scholar Program
First Trust June 2010 - Present
Van Kampen Investments 1999 - June 2010
Morgan Stanley Investment Management 1999 - June 2010
Calamos Investments 2005 - 2006
Skills
Investments, Series 7, Mutual Funds, Series 63, Asset Allocation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1994
MBA, Business
Illinois Wesleyan University 1988 — 1992
Bachelor's degree, Business
C.H. Robinson February 2010 - Present
C.H. Robinson January 2000 - February 2010
American Backhaulers February 1998 - December 1999
The Hartford 1996 - 1998
Van Kampen Investments 1994 - 1996
Skills
LTL, 3PL, Container, Truckload, Transportation..., Flatbed, Project Management, Rail, Cross Border, Negotiation, Logistics Management, Air Freight, Supply Chain, Transportation, Freight, Ocean, International Logistics, Supply Chain..., Warehousing, Logistics, Freight Forwarding, Trucking, Shipping
Education
Eastern Illinois University 1990 — 1993
Bachelor of Arts (B.A.), Sociology
Northwestern Mutual April 2015 - Present
InCapital LLC March 2011 - March 2012
Matrix Defined Trusts September 2008 - October 2011
Van Kampen Investments September 1999 - September 2008
Skills
Trust Management, Wealth Management, Retirement Planning, Investment Strategies, Separately Managed..., Asset Management, Asset Allocation, ETFs, Investments, Series 24, Financial Advisory, 401k, Securities, Mutual Funds, Series 7, Series 63, Fixed Income, Investment Advisory, Alternative Investments, Equities, Series 6, Fixed Annuities, Investment Management, Bonds, Financial Services, Sales, Finance, Management, FINRA, Variable Annuities, Life Insurance
Education
Copenhagen Business School 1996 — 1996
International Business Degree, European Union
University of Kansas 1992 — 1996
Bachelor's degree, Business Administration and Management, General
First Trust Portfolios October 2009 - Present
Van Kampen Investments March 2006 - October 2009
Rush University Medical Center October 2005 - March 2006
Capps Digital November 2002 - May 2005
Education
DePaul University 2001 — 2005
Nuveen Investments May 2013 - Present
SwanDog Strategic Marketing April 2012 - February 2013
Guggenheim Investments August 2010 - April 2012
N/A August 2005 - August 2010
Van Kampen Investments August 2000 - August 2005
Chicago Board of Trade July 1989 - November 1994
Skills
Relationship Management, Asset Allocation, Separately Managed..., ETFs, Securities, Investment Strategies, Marketing Communications, Investment Management, Hedge Funds, Financial Services, Closed-end Funds, Portfolio Management, Bonds, Unit Investment Trusts, Business Development, Copywriting, Product Marketing, Morningstar, Morningstar Direct, Series 63
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
M.B.A., Finance
DePauw University
B.A., Economics
New York Life 2009 - Present
New York Life Investment Management 2009 - Present
New York Life Insurance Company 2004 - 2009
Morgan Stanley Investment Management June 2002 - July 2002
Van Kampen Investments September 1999 - May 2002
OppenheimerFunds December 1987 - July 1992
Damson Oil Corporation September 1984 - November 1987
Education
Bank Street College of Education 1992 — 1994
M.A., Early Childhood Education
Fordham University School of Law 1981 — 1984
J.D., Law
Cornell University 1977 — 1981
Deutsche Bank November 2013 - Present
Invesco Ltd. June 2010 - August 2012
Morgan Stanley Investment Management June 2008 - May 2010
Morgan Stanley Investment Management November 2003 - May 2008
Morgan Stanley Investment Management September 2000 - October 2003
Van Kampen Investments August 1996 - August 2000
Van Kampen Investments March 1994 - July 1996
Skills
Mutual Funds, Alternative Investments, ETFs, Asset Management, Financial Markets, Asset Allocation, Wealth Management, Series 63, Investment Management, Asset Managment, Equities, Investment Strategies, Separately Managed..., Investments, Management, Securities, Fixed Income, Strategic Planning, Strategy, Finance, Financial Analysis, Investment Advisory, Series 6, Business Strategy, Marketing Strategy, Product Marketing, Product Management, Financial Modeling, Sales Operations, Legal Compliance, Organizational Design, Board Relations, Regulatory Affairs, Mergers, Unit Trusts, Presentation Coaching, Philanthropy, Series 26, Human Resources, Transfer Agency, Technology, Communication Skills, Distribution Strategies, Expert Witness, Acquisition Integration, 1940 Act, Closed-end Funds, Brand Developement, Mergers & Acquisitions, Mergers
Education
Eastern Illinois University 1991 — 1994
B.S. in Business Administration, Finance
Proviso West High School 1987 — 1990
PIMCO May 2013 - August 2015
Janus Capital Group December 2001 - April 2013
Banc of America Advisors, Inc March 2000 - December 2001
Van Kampen Investments 1993 - 2000
Nike Securities, LP June 1992 - December 1993
Indosuez Carr Futures, Inc. August 1990 - June 1992
Skills
Marketing Strategy, Management, Direct Marketing, Asset Management, Mutual Funds, Marketing Communications, Strategic Planning, Marketing, Strategy, Investments, Alternative Investments, Product Marketing, Equities, Series 7, Sales, Retail, Asset Allocation, Wealth Management, Securities, Fixed Income, Hedge Funds, Fixed Annuities, Portfolio Management, Competitive Analysis
Education
Concordia College 1986 — 1990
BA, French, Political Sciences, Humanities, graduated cum laude
Concordia College 1986 — 1990
Bachelor's degree, French Studies
DDB July 2015 - Present
Column Technologies February 2014 - Present
SSAB September 2012 - February 2014
Hewlett-Packard June 2012 - September 2012
JPMorgan February 2005 - June 2012
Van Kampen Investments 1999 - 2004
Motorola Mobile Devices 1994 - 1999
Skills
Disaster Recovery, VMware, Technical Support, Active Directory, Troubleshooting, XP, Hardware, ITIL, Operating Systems, Servers, VPN, Windows XP, Help Desk Support, System Deployment, Software Documentation, Unix, Laptops
Education
College of DuPage 1993 — 1994
Northern Trust Corporation July 2015 - Present
BNY Mellon October 2012 - July 2015
DepoTexas June 2008 - October 2012
Virtus Partners May 2007 - May 2008
JPMorgan Chase / The Bank of New York April 2003 - May 2007
Todd Abramson, Sole Proprietor October 2001 - April 2003
Nuveen Investments August 1999 - October 2001
Van Kampen Investments July 1994 - August 1999
Skills
Excel, Financial Analysis, Account Reconciliation, Credit Risk, Bloomberg, CDO, Cash Flow Management, Investment Banking, Microsoft Excel, Interpretation, Cash Flow, Management, Mergers & Acquisitions, Investments, Cash Management, Financial Risk, Mutual Funds, Loans, Trading, Leadership, Budgets, Credit, Risk Management, Securities, Financial Services, Structured Finance
Education
Augustana College 1990 — 1994
B.A., Accounting
Augustana College 1990 — 1994
B.A., Business Administration with concentration in Finance and Management
Rock Island High School
Howard Simon August 2008 - Present
Van Kampen Investments September 2005 - February 2008
Van Kampen Funds April 2000 - August 2005
Van Kampen Funds June 1999 - April 2000
Skills
401k, Retirement Plan..., Qualified Retirement..., Series 7, Series 65, Series 6, Series 63, Mutual Funds, Defined Contribution, Defined Benefit, Pensions, Investments, Asset Allocation
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Finance, Accounting
Indiana University - Kelley School of Business 1995 — 1999
B.S., Finance
Wells Fargo May 2009 - Present
Wells Fargo May 2009 - November 2011
Evergreen Investments July 2008 - May 2009
Van Kampen Investments December 1999 - July 2008
Skills
Marketing Strategy, Competitive Analysis, Multi-channel Marketing, Integrated Marketing, Marketing Management, New Business Development, B2B Marketing
Education
Eastern Illinois University 1991 — 1995
BA, Speech Communication
Wolters Kluwer October 2014 - Present
DuPage Medical Group August 2001 - December 2007
Van Kampen Investments April 1999 - March 2001
Skills
Healthcare, Leadership Development, Team Building, Training, Employee Relations, Organizational..., Onboarding, Process Improvement, System Administration
Education
Illinois State University 1991 — 1995
Bachelor of Science (B.S.), Education
Invesco Ltd. June 2010 - Present
Van Kampen Investments June 2005 - June 2010
Mesirow Financial February 2004 - June 2005
Merrill Lynch Investment Managers 2002 - 2004
Merrill Lynch Investment Managers 1999 - 2002
Merrill Lynch 1997 - 1999
Education
Illinois Wesleyan University 1993 — 1997
BA, Finance / Risk Management
Deerfield High School 1989 — 1993
High School, High School
Third Quarter Advisers September 2012 - Present
Mentor Consulting, Inc. January 2012 - Present
Guggenheim Funds March 2009 - December 2011
JAM Consulting June 2008 - February 2009
Van Kampen Investments March 1999 - May 2008
Morgan Stanley Investment Management March 1999 - May 2008
Adams Business Media August 1998 - February 1999
Skills
Financial Services, Women & Investing, Consulting, Public Speaking, Researcher/Writer, Presenter/Trainer, Legacy Planning, Executive Coaching, Personal Branding, Publishing, Program Management, Relationship Management, Wealth Management, Strategic Planning, Management, Training, Plannning, Coaching, Investments, Asset Management, Strategy
Education
Illinois State University 1994 — 1998
Journalism, Public Relations, Creative Writing
West Chicago Community High School 1989 — 1998
Harris Associates LP December 2007 - Present
Van Kampen Investments 1998 - 2007
LaSalle Partners Management LTD 1997 - 1998
JMB Realty Corporation 1995 - 1997
Skills
Mutual Funds, Bloomberg, Fund Accounting, Series 7, Financial Reporting, Budgeting, Securities, Equities, Budgets, Investment Management, Hedge Funds, Alternative Investments, Finance, Financial Analysis, Fund Administration, Financial Services, Corporate Finance, Portfolio Management, Asset Management, Fixed Income, Investments
Education
Loyola University Chicago 1992 — 1994
Accounting
DePaul University 1983 — 1988
B.A. Music
BMO Global Asset Management July 2012 - Present
Keeper financial Services 1991 - May 1998
Van Kampen Investments 1989 - 1991
Continental Bank 1981 - 1989
Skills
Fixed Income, Financial Analysis, Investments, Capital Markets, Bloomberg, Financial Modeling, Bonds, Asset Management, Credit Analysis, Portfolio Management, Securities, Alternative Investments, Asset Allocation, Hedge Funds, Equities, Mutual Funds
Education
DePaul University
AXA Investment Managers June 2011 - Present
AXA Investment Managers August 2008 - June 2011
Van Kampen Funds June 1998 - May 2008
Morgan Stanley Investment Management 2005 - 2008
Van Kampen Investments (Morgan Stanley Investment Management) 1998 - 2008
Van Kampen Investments 1998 - 2008
Van Kampen 1998 - 2008
Skills
Strategy, Portfolio Management, Fixed Income, Management, Sales, Finance, Investments, Mutual Funds, Alternative Investments, Economics, Series 7, Asset Management, Equities, Financial Services, Morningstar, Asset Allocation, Investment Advisory, ETFs
Education
Northwestern University - Kellogg School of Management 1974 — 1976
MM, Finance Management Consulting
DePauw University 1970 — 1974
BA, Economics
McDonnell Investment Management November 2001 - Present
Van Kampen Investments February 1994 - November 2001
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1980 — 1982
mba, Finance & Economics
Inland Securities Corporation April 2015 - Present
NorthStar Realty Securities, LLC April 2010 - January 2015
AXA Equitable June 2007 - May 2008
Legg Mason February 2004 - June 2007
Deutsche Bank May 1996 - February 2004
Van Kampen Investments October 1994 - May 1996
Skills
Series 7, Mutual Funds, Series 63, Financial Services, Fixed Annuities, Investments, Alternative Investments, Separately Managed..., Securities, Asset Management, Relationship Management, Series 6, Asset Allocation, FINRA, Insurance, Equities, Investment Advisory, Business Planning, Hedge Funds, Asset Managment, Morningstar, Account Management, Business Strategy, Budgets, New Business Development, Team Building, Customer Service, Marketing Communications, Business Development, Real Estate, Finance, Key Account Management, Key Account Development, Leadership, Sales Management, Marketing Strategy, Strategic Planning, Process Improvement, Public Speaking, Project Management, Sales, Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1997
MBA, Finance
Michigan State University 1987 — 1990
BA, Advertising/Marketing
Deutsche Bank September 2013 - Present
Invesco January 2013 - September 2013
Invesco Ltd. January 2009 - January 2013
Van Kampen Investments 2004 - 2009
JPMorgan Chase 2003 - 2004
UBS Financial Services 2002 - 2003
Morgan Stanley 2000 - 2002
Skills
Financial Services, Marketing, Morningstar, Mutual Funds, Portfolio Management, Securities, Asset Allocation, Series 63, Series 7, Asset Management, Equities, Wealth Management
Education
Eastern Illinois University 1996 — 2000
BA, Speech Communication, Business Administration
Invesco June 2010 - Present
Van Kampen Investments March 1996 - Present
Morgan Stanley 1998 - June 2010
Van Kampen Investments 1996 - 2008
Van KampenInvestments 1996 - 2008
Van Kampen Investments 1996 - 2008
Education
Pace University - Lubin School of Business 1990 — 1993
MBA
Fordham University 1979 — 1983
B.S., Finance
Chaminade High School 1975 — 1979
HS
Deutsche Asset & Wealth Management May 2011 - Present
Invesco Ltd January 2008 - April 2011
Morgan Stanley Investment Management - Van Kampen Investments January 2005 - December 2007
Morgan Stanley Investment Management - Van Kampen Investments January 2001 - January 2005
Van Kampen Investments August 1998 - January 2001
Skills
Product Placement, Investments, Sales Management, Mutual Funds, Asset Management, Alternative Investments, Wholesaling, National Accounts, Wholesale, Financial Services, Strategic Partnerships, Competitive Analysis, Asset Managment, Business Development, Finance, Portfolio Management, Securities, Series 7, Series 63, Asset Allocation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
MBA, Business Adminstration
University of Iowa 1993 — 1997
Bachelors of Buisness Adminstration, Finance
Capgemini June 2014 - Present
OfficeMax June 2005 - Present
Boise Cascade Office Products March 2000 - March 2005
Relaible Office Products September 1997 - March 2000
Van Kampen Investments October 1996 - August 1997
Chicago Stock Exchange January 1992 - July 1996
Waste Management June 1988 - May 1991
Skills
Business Objects, BO Web Intelligence, Crystal Reports, ParAccel Analytical..., Oracle, PL/SQL, Relational Databases, Data Warehousing, ETL, JavaScript, SQL, Business Intelligence, Leadership, Data Integration, SDLC, Software Development, Security, Data Modeling, Data Warehouse..., Unix, SQL Tuning, Datastage 8.1
Education
Elmhurst College 1986 — 1992
BS, Computer Science
Office Depot June 2014 - Present
Nalco November 2012 - June 2014
OfficeMax November 2008 - November 2012
Van Kampen Investments 1998 - 2005
Van Kampen Investments 1987 - 1998
Van Kampen Investments 1995 - 1997
Van Kampen Investments 1994 - 1995
Van Kampen Investments 1991 - 1994
Van Kampen Investments 1989 - 1991
Skills
Customer Service
Education
Northern Illinois University 1987 — 1989
BS, Fincance
College of DuPage 1987 — 1987
University of North Carolina at Greensboro 1985 — 1986
McDonnell Investment Management Electronic Research Analyst/LibrarianMcDonnell Investment Mgmt2004 - Present
Van Kampen Investments 1996 - 2004
Skills
Access, Library Science, PowerPoint, Microsoft Excel, Library, Databases, Online Research, Customer Service, Microsoft Office, Bloomberg, Competitive Intelligence, Factiva, Library Management, Library Instruction, Information Literacy, Indexing, Libraries, Portfolio Management, Asset Management, Fixed Income, Bonds, Research
Education
Dominican University
Master of Library & Information Science (MLIS), Special Libraries
Invesco Ltd. June 2010 - Present
Morgan Stanley 1998 - May 2010
Van Kampen Investments 1991 - 1998
Skills
Portfolio Management, Trading, Investment Management, Credit Analysis, Municipal Bonds, Corporates, Sovereign Debt, Unit Investment Trusts, Unit Trusts, Mutual Funds, Financial Analysis, Bond Markets, Fixed Income Analysis, Fixed Income Strategies, Asset Allocation, Bloomberg, Securities, Investment Advisory, Investment Strategies, Financial Modeling, ETFs
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1998
MBA, Finance
Steamboat Springs Winter Sports Club October 2013 - Present
Calamos Investments April 2008 - September 2013
McDonnell Investment Management, LLC February 2001 - March 2008
Van Kampen Investments June 1993 - February 2001
Skills
Business Development, Asset Management, Investments, Alternative Investments, Series 7, Mutual Funds, Management, Investment Management, Asset Managment, Portfolio Management, Program Management, Wealth Management, Hedge Funds, Mergers & Acquisitions, Strategy
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1988 — 1991
Juris Doctor, Corporate and Securities Law
Northern Illinois University 1984 — 1988
Bachelor of Science, Marketing
UBS Global Asset Management September 2001 - Present
Van Kampen Investments December 1991 - September 2001
Skills
Wealth Management, Securities, Institutional Investors, Buy-side, Capital Markets, Wealth Management..., Equities, Fixed Income, Financial Services, Financial Markets, Separately Managed..., High Net Worth..., Institutional..., Retirement Planning, Wealth, Relationship Management, Asset Management, Private Banking, Series 7, Series 63, Financial Advisory, Bonds, Retirement, Investor Relations, Strategic Financial..., 401k, Financial Analysis, Valuation, Investments, Alternative Investments, Financial Planning
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Chestnut Hill College 1983 — 1987
BA, Political Science
Pernix Group, Inc. January 2004 - Present
Van Kampen Investments August 2000 - August 2002
Skills
Proposal Writing, Strategic Planning, Contract Management, Construction Management, Procurement, Contractors, Subcontracting, Construction, Process Scheduler, Project Estimation, Project Coordination, Value Engineering, MS Project, Microsoft Project, Project Planning, Project Management, Management
Education
DePaul University 1999 — 2003
Marketing / Finance
Henderson Global Investors July 2009 - Present
Van Kampen Investments December 2000 - November 2009
Federal Reserve Bank of Chicago June 1999 - December 2000
Education
Illinois Wesleyan University 1995 — 1999
BA, Risk Management
Morgan Stanley Wealth Management November 2014 - March 2015
B.C. Ziegler March 2009 - May 2013
Goldman Sachs January 1987 - December 2008
Van Kampen Investments November 1980 - January 1987
Skills
Investment Banking, Financial Modeling, Equities, Corporate Finance, Financial Analysis, Capital Markets, Derivatives, Investments, Mergers & Acquisitions, Private Equity, Banking, Due Diligence
Education
Bethel University 1975 — 1979
Bachelor's degree, Business Administration and Management, General
Invesco Ltd. June 2010 - Present
Van Kampen Investments December 1990 - May 2010
Skills
Financial Services, Talent Management, Succession Planning, Recruiting, Employee Relations, Performance Management, Leadership Development, Employment Law, Employee Recognition, Workforce Planning, Onboarding, Compensation & Benefit, Employee Training, HRIS, Applicant Tracking...
Education
Eastern Illinois University
Bachelor of Science (BS), Marketing
Mosaic Advisors May 2014 - Present
Merrill Lynch Wealth Advisors- VMT & Associates November 2012 - September 2013
Warrenton Road Partners January 2009 - November 2012
Citadel Investment Group-Pioneer Path January 2008 - December 2008
DG Capital Management June 2002 - December 2007
AIM Investments Plc 1999 - June 2002
Van Wagoner & Associates LLC January 1997 - 1999
Van Kampen Investments January 1995 - 1997
Prudential Investments August 1988 - June 1991
Skills
Portfolio Management, Long/Short Equity, Mutual Funds, Investments, Special Situations, Alternative Investments, Hedge Funds, Equity Research, Buy-side, Investment Strategies, Value Investing, Asset Allocation, Equities, Fixed Income, Equity Trading, Asset Managment, Bloomberg, Relative Value
Education
Harvard Business School 1991 — 1993
MBA
Georgia Institute of Technology 1984 — 1988
BS Electrical Engineering, Electrical and Electronics Engineering
Delaware State Chamber of Commerce 2008 - Present
Easter Seals Delaware and Maryland's Eastern Shore 2008 - 2008
Republican State Committee 2007 - 2008
AstraZeneca 2007 - 2007
The Burris Firm, LLC 2001 - 2007
Candidate for New Castle County Council (9th District) 2004 - 2004
Burris Governor 2000/Rochford 2000 Campaign 2000 - 2000
Van Kampen Investments 1991 - 1994
Dain Bosworth & Kidder Peabody 1987 - 1991
First Security Bank of Utah 1985 - 1986
Skills
Public Relations, Non-profits, Event Planning, Media Relations, Internal Communications, Copywriting, Community Outreach, Crisis Communications, Marketing Strategy, Nonprofits, Leadership Development, Marketing, Strategy, Leadership, Community Development, Training, Start-ups, New Business Development, Fundraising, Management, Strategic Planning, Entrepreneurship, Public Speaking, Event Management, Social Media Marketing, Marketing Communications, Social Media, Advertising, Small Business, Press Releases, Team Building, Budgets, Editing, Government
Education
Baylor University 1981 — 1984
BBA, Economics
Natixis Global Asset Management April 2014 - Present
Transamerica Investments January 2009 - March 2014
Van Kampen Investments 2007 - 2008
The Hartford 2004 - 2007
Columbia Management 2002 - 2004
Calgary Flames, Anaheim Ducks, Boston Bruins and New York Rangers 1989 - 1998
Skills
401k, Asset Allocation, Mutual Funds, Retirement Planning, Retirement, Series 6, Series 63, Series 7, Wealth Management
Education
Boston College 1985 — 1989
Templenaboe Emerging Markets July 2011 - Present
Lehman Brothers Asset Management June 2000 - March 2008
Van Kampen Investments July 1991 - June 2000
Nuveen Investments June 1989 - June 1991
Education
Northwestern University - Kellogg School of Management
MBA, Analytical Finance
University of Chicago
Master of Arts (M.A.), International Relations
Georgetown University 1984 — 1988
BS Foreign Service, International Relations and Law
Deutsche Asset and Wealth Management August 2014 - Present
Aon Hewitt (EnnisKnupp) 2012 - Present
Wilshire Associates 2007 - 2012
Van Kampen Investments 1996 - 2007
Education
Illinois Wesleyan University 1992 — 1996
BA, Risk Management
Raymond James March 2003 - Present
Van Kampen Investments 1995 - 2003
Transamerica funds 1993 - 1995
Seismic Data Search 1989 - 1993
Education
University of St. Thomas (TX) 1990 — 1992
MBA, Finance, Marketing
Drury University 1979 — 1982
BA, Business Administration, Economics
Parkview
Invesco June 2010 - Present
Van Kampen Investments December 2006 - May 2010
Van Kampen Investments May 2003 - November 2006
Van Kampen Investments 2000 - 2002
Skills
Competitive Analysis, Data Analysis, Investments, Research, Board Reporting, Trend Analysis, Mutual Funds, ETFs, Closed-end Funds, Financial Analysis, Finance, Market Research, Equities, Product Management, Asset Management, Management
Education
Elmhurst College 2006 — 2008
MBA, Finance
University of Illinois at Urbana-Champaign 1997 — 1999
Bachelors, Liberal Arts & Sciences
M1 Finance April 2015 - Present
Destra Capital August 2008 - November 2014
Claymore Securities November 2001 - May 2008
Nuveen Investments July 1999 - November 2001
Van Kampen Investments May 1992 - July 1999
Education
Illinois Institute of Technology 1988 — 1991
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
University of Illinois at Urbana-Champaign 1983 — 1987
Bachelor's degree, Economics and Political Science
Maine Township High School East 1979 — 1983
SME September 1991 - Present
Van Kampen Investments June 1989 - September 1991
Precision Steel Warehouse, Inc March 1987 - June 1989
Skills
B2B, Trade Shows, Content Development, Sales, Marketing Strategy, Email Marketing, Digital Media, Marketing Communications, Copywriting, Advertising
Education
Eastern Illinois University 1985 — 1986
BS, Marketing
Bates Group LLC July 2015 - Present
Bessemer Trust October 2002 - Present
Bates Group LLC 2015 - 2015
Van Kampen Investments 1999 - 2002
Everen Securities 1993 - 1999
US Securities and Exchange Commission 1988 - 1993
Skills
FINRA, Risk Management, Hedge Funds, Compliance, Asset Management, Private Equity, Investments, Series 7, Equities, Mutual Funds, Anti Money Laundering, Securities, Alternative Investments, Due Diligence, Financial Services, Capital Markets, Mergers & Acquisitions, Banking, Securities Regulation, Corporate Governance, Fixed Income, Derivatives, Finance, AML, SEC, Investment Management
Education
Elmhurst College
BA, Literature, Music
Harvard University
Masters Degree
Illinois Institute of Technology
Juris Doctor, Law
--- August 2007 - Present
Van Kampen Investments May 2001 - August 2007
Van Kampen Investments May 2000 - May 2001
Van Kampen Investments May 1998 - May 2000
Crane for Congress January 1998 - May 1998
The Honorable Philip M. Crane, M.C. January 1997 - January 1998
Dean Witter, Discover & Compamy 1996 - 1997
Skills
Sales, Sales Presentations, Presentation Development, Territory Management, Territory Development, Territory Growth, Territory Penetration, Mutual Funds, Sales Management, Microsoft Excel, Microsoft Office, Political Philosophy, Service Coordination, Public Seminars, Public Speaking, Salesforce.com, Persuasive Presentation..., Seminars, Sales Effectiveness, Superior Work Ethic, 401k, Asset Allocation, FINRA, Series 7, Series 63, Separately Managed..., Series 65, Series 24, Securities, Investment Strategies, Committed to...
Education
Illinois State University 1989 — 1993
Bachelor of Science (BS), Political Science
American Mortgage & Realty January 2012 - Present
Indiana Farm Bureau Insurance June 2005 - January 2012
McDonnell Investment Management 2001 - 2005
Van Kampen Investments 1999 - 2001
Skills
Fixed Income, Bloomberg, Portfolio Management, Bonds, Valuation, Asset Allocation, Asset Managment, Investments, Financial Modeling, DCF, Financial Analysis, Asset Management, Mutual Funds, Insurance
Education
Indiana University - Kelley School of Business 2009 — 2012
MBA, Finance
Loyola University Chicago 1997 — 2001
B.B.A., Finance
TIAA-CREF February 2006 - Present
Morgan Stanley Investment Management 2001 - 2006
Van Kampen Investments 1995 - 2001
Franklin Templeton Investments 1992 - 1995
Skills
Asset Allocation, Investment Strategies, Investments, Fixed Income, Equities, Portfolio Management, Asset Management, Mutual Funds, Finance, Analysis, Hedge Funds, Financial Modeling, Investment Management, Securities, Bloomberg, Capital Markets, Emerging Markets, Equity Research, Valuation
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
Princeton University 1986 — 1988
MSE, Civil Engineering & Operations Research
The Johns Hopkins University 1982 — 1986
BS, Civil Engineering
Eleanor Roosevelt High School 1978 — 1982
High School Diploma, Science & Technology Program
Tall Tree Investment Management, LLC 2005 - Present
Van Kampen Investments 1998 - 2005
Labelmaster 1989 - 1997
Skills
Investments, Asset Managment, Fixed Income, Financial Modeling, Financial Analysis, High Yield, Investment Management, Investment Strategies, Credit, Loans, Trading, Structured Products, Investment Advisory, Strategic Financial..., Relative Value, Investment Banking, Financial Markets, Derivatives, Finance
Education
Dominican University 1997 — 1998
MBA, Finance and Financial Management Services
Loras College 1985 — 1989
Bachelor of Arts (BA), Finance, General
John Carroll University 1984 — 1988
Loyola Academy -- Wilmette IL 1980 — 1984
First Trust Portfolios L.P. 2004 - Present
Billy Graham Evangelistic Association January 2002 - February 2004
Missionary Athletes International February 1999 - December 2001
Van Kampen Investments April 1994 - January 1999
Skills
Series 7, Series 63, ETFs, Separately Managed..., Series 65, Mutual Funds, Asset Allocation, Securities, Investments, Alternative Investments, Wealth Management, 401k, Investment Strategies, Asset Management
Education
Calvin College 1987 — 1991
B.A., Business
Wheaton North High School 1983 — 1987
New York Life Investments 2012 - Present
New York Life Insurance Company 2012 - Present
New York Life Investments 2009 - 2012
Van Kampen Investments 1999 - 2002
OppenheimerFunds 1987 - 1992
OppenheimerFunds 1987 - 1992
OppenheimerFunds 1987 - 1992
Education
Cornell University
First Trust April 2014 - Present
Sequoia System International June 2012 - May 2013
Calamos Investments September 2006 - April 2012
Calamos Investments 2004 - 2006
Van Kampen Investments 2000 - 2002
Education
DePaul University 2000 — 2002
MBA, Finance
Northern Illinois University 1996 — 1999
BS
Invesco Ltd. September 2010 - Present
Van Kampen Investments 2003 - 2010
Education
University of St. Thomas (TX) 2006 — 2008
Master of Business Administration (MBA), International Business
Houston Baptist University 1998 — 2002
Bachelor of Business Administration (BBA), Business Administration and Management, General
Harbor Capital Advisors February 2007 - Present
Van Kampen Investments 1989 - 2006
Education
Augustana College
Bachelor of Arts
Kraft Foods 2011 - Present
Morgan Stanley November 2009 - April 2011
Huron Consulting Group August 2003 - November 2009
Van Kampen Investments 1996 - 2003
Abacus Consulting 1995 - 1996
Skills
10 years of US federal,..., Experience working for..., Known for leading by..., Coordinated monthly,..., Experienced in US GAAP..., Tax Softwares; Corptax,...
Education
Governors State University 1992 — 1993
None, Accounting
Eastern Illinois University 1985 — 1989
Bachelor of Arts (B.A.), Economics and Accounting
LCB Treats & More November 2012 - Present
Self-employed 2001 - 2005
Van Kampen Investments 1998 - 2001
USN Communications 1997 - 1998
Ameritech 1996 - 1997
Mitchell International 1995 - 1996
Skills
Creative writing, Marketing Communications, Copywriting, Collateral Management, Freelance Writing, Designs, Production Managment, Vendor Management, Print Production Process, Proofreading, Baking, Confectionery, Social Networking, Newsletters, Press Releases, Blogging, Media Relations, Marketing, Integrated Marketing, Editing, Creative Writing, Public Relations, Facebook, Brand Development, Strategic Communications, Corporate Communications, Digital Marketing, Direct Marketing, Online Marketing, Advertising, Email Marketing
Education
Elgin Community College 2013 — 2015
Pastry Arts, Baking and Pastry Arts/Baker/Pastry Chef
Roosevelt University 1996 — 2000
Masters of Science, Integrated Marketing Communications
Illinois State University 1992 — 1995
Bachelors of Science, Marketing Communications & Minor in Mass Communications
Van Kampen Investments April 1984 - September 1986
Skills
Securities, Retirement Planning, Series 7, Wealth Management, Mutual Funds, Retirement, Investments, Financial Planning, Fixed Annuities, Investment Advisory, Financial Advisory, Estate Planning, Asset Allocation, Series 63
Education
Fairfield University
Bachelor's degree, Economics
Ascensus College Savings October 2006 - Present
Van Kampen Investments October 1995 - August 2006
Van Kampen Investments October 1995 - August 2006
Van Kampen Investments October 1995 - August 2006
Van Kampen Investments October 1995 - August 2006
Skills
Forecasting, Call Centers, Financial Services, Microsoft Excel, Management, Training, Mutual Funds, Relationship Management, Customer Service, Retirement Planning, Time Management, Microsoft Office, PowerPoint, Competitive Analysis
Education
Trinity University 1987 — 1991
Bachelor's Degree, 3.29 GPA
Northwestern Univeristy 1993 — 1994
Master's Degree, 3.87 GPA
Houston Community College 1997 — 1998
4.0 GPA