4086 Advisors
Industry: Company
DescriptionFounded: 1981 Parent organization: CNO Financial GroupFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReport40/86 AdvisorsWebsiteDirections Saved (0) Saved Save Financial planner in Carmel, Indiana Address: 535 College Dr, Carmel, IN 46032 Phone: (317) 817-2804Category: Website: Place name: : : : Hours: : : : Website: https://www.cnoinc.com/our-companies/advisor/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of 40/86 Advisors Posting publicly on the Web Write a review Reviews Be the first to review
4086 Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at 4086 Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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4086 Advisors Employees
Employee
Years
Job
Industry
Sarah Bertrand Sarah Bertrand's 4086 Advisors Experience October 1999 - March 2006
Job Legal/Compliance Associate at Kopernik Global Investors
Industry Financial Services
Experience
Kopernik Global Investors, LLC April 2014 - Present
Transamerica July 2007 - April 2014
4086 Advisors (formerly, Conseco Capital Management, Inc.) March 2006 - July 2007
4086 Advisors (formerly, Conseco Capital Management, Inc.) December 2004 - July 2007
4086 Advisors October 1999 - March 2006
4086 Advisors April 1994 - October 1999
Conseco, Inc. October 1990 - April 1994
Education
Stetson University College of Law 2012 — 2015
Candidate for Juris Doctor, December 2015
Anderson University 1995 — 1997
Master of Business Administration (M.B.A.)
Ball State University 1986 — 1990
Bachelor of Science (B.S.), Accounting
Kopernik Global Investors, LLC April 2014 - Present
Transamerica July 2007 - April 2014
4086 Advisors (formerly, Conseco Capital Management, Inc.) March 2006 - July 2007
4086 Advisors (formerly, Conseco Capital Management, Inc.) December 2004 - July 2007
4086 Advisors October 1999 - March 2006
4086 Advisors April 1994 - October 1999
Conseco, Inc. October 1990 - April 1994
Education
Stetson University College of Law 2012 — 2015
Candidate for Juris Doctor, December 2015
Anderson University 1995 — 1997
Master of Business Administration (M.B.A.)
Ball State University 1986 — 1990
Bachelor of Science (B.S.), Accounting
Andrew Sprunger, CFA's 4086 Advisors Experience November 2012 - May 2014
Job MBA Candidate at the University of WisconsinMadison
Industry Investment Management
Experience
University of Wisconsin-Madison August 2014 - Present
Northwestern Mutual May 2015 - August 2015
4086 Advisors November 2012 - May 2014
4086 Advisors December 2010 - November 2012
Two Fish Partners August 2010 - December 2010
Skills
Microsoft Access, Microsoft Excel, Fixed Income..., Risk Management, VNC, Solaris, Fixed Assets, Cash Management, Commercial Paper, Fixed Income, Access, Market Analysis, Microsoft Office, Finance, Analysis, PowerPoint, Equity Research, Financial Analysis, Investments, Portfolio Management
Education
University of Wisconsin-Madison 2014 — 2016
Master of Business Administration (M.B.A.), Applied Securities Analysis
Butler University - College of Business Administration 2007 — 2011
BA, Finance
University of Wisconsin-Madison August 2014 - Present
Northwestern Mutual May 2015 - August 2015
4086 Advisors November 2012 - May 2014
4086 Advisors December 2010 - November 2012
Two Fish Partners August 2010 - December 2010
Skills
Microsoft Access, Microsoft Excel, Fixed Income..., Risk Management, VNC, Solaris, Fixed Assets, Cash Management, Commercial Paper, Fixed Income, Access, Market Analysis, Microsoft Office, Finance, Analysis, PowerPoint, Equity Research, Financial Analysis, Investments, Portfolio Management
Education
University of Wisconsin-Madison 2014 — 2016
Master of Business Administration (M.B.A.), Applied Securities Analysis
Butler University - College of Business Administration 2007 — 2011
BA, Finance
Alex Oyler's 4086 Advisors Experience January 2015 - Present
Job Analyst at 40|86 Advisors
Industry Investment Management
Experience
4086 Advisors January 2015 - Present
Verallia North America May 2012 - January 2014
Purgatory Golf Club May 2011 - August 2011
Indiana University Recreational Sports January 2011 - April 2011
Skills
Financial Analysis, Accounting, Auditing, Microsoft Excel, SAP, Microsoft Word, PowerPoint, Fixed Asset Depreciation, Accounts Payable, Accounts Receivable
Education
Indiana University Bloomington 2010 — 2014
Bachelor's Degree, Economics
4086 Advisors January 2015 - Present
Verallia North America May 2012 - January 2014
Purgatory Golf Club May 2011 - August 2011
Indiana University Recreational Sports January 2011 - April 2011
Skills
Financial Analysis, Accounting, Auditing, Microsoft Excel, SAP, Microsoft Word, PowerPoint, Fixed Asset Depreciation, Accounts Payable, Accounts Receivable
Education
Indiana University Bloomington 2010 — 2014
Bachelor's Degree, Economics
Ross Sparenblek's 4086 Advisors Experience August 2011 - December 2011
Job Equity Research Associate at William Blair & Company
Industry Investment Management
Experience
William Blair & Company November 2014 - Present
MKM Partners March 2013 - November 2014
PIMCO June 2012 - August 2012
4086 Advisors August 2011 - December 2011
Chicago Board of Trade May 2011 - August 2011
Skills
Financial Modeling, Valuation, Financial Analysis, Data Analysis, Portfolio Management, Equities, Fixed Income, Derivatives, Bloomberg, Equity Research, Trading, Investments, Asset Allocation, Financial Risk, Options
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Finance
William Blair & Company November 2014 - Present
MKM Partners March 2013 - November 2014
PIMCO June 2012 - August 2012
4086 Advisors August 2011 - December 2011
Chicago Board of Trade May 2011 - August 2011
Skills
Financial Modeling, Valuation, Financial Analysis, Data Analysis, Portfolio Management, Equities, Fixed Income, Derivatives, Bloomberg, Equity Research, Trading, Investments, Asset Allocation, Financial Risk, Options
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Finance
Marcus Glick's 4086 Advisors Experience August 2013 - December 2013
Job Financial Development Program Analyst
Industry Financial Services
Experience
Thomson Reuters June 2015 - Present
Sigma Tau Gamma Fraternity December 2013 - November 2014
MLV & Co June 2014 - August 2014
Purdue University Krannert School of Management December 2012 - May 2014
4086 Advisors August 2013 - December 2013
Campus Apartments May 2013 - August 2013
Purdue Student Government October 2012 - May 2013
Odin Investment Group April 2011 - April 2013
Purdue University September 2011 - May 2012
Skills
Microsoft Office, Public Speaking, Time Management, Leadership, Management, Strategic Planning, Marketing, Budgets, Leadership Development, Analysis, Finance, Strategy, Training, Event Planning, Microsoft Excel, PowerPoint, Teamwork, Data Analysis, Social Networking
Education
Purdue University 2010 — 2015
Bachelor's Degree, Finance, General, Senior
Purdue University 2010 — 2015
Bachelor's Degree, Business Administration and Management, General, Senior
Thomson Reuters June 2015 - Present
Sigma Tau Gamma Fraternity December 2013 - November 2014
MLV & Co June 2014 - August 2014
Purdue University Krannert School of Management December 2012 - May 2014
4086 Advisors August 2013 - December 2013
Campus Apartments May 2013 - August 2013
Purdue Student Government October 2012 - May 2013
Odin Investment Group April 2011 - April 2013
Purdue University September 2011 - May 2012
Skills
Microsoft Office, Public Speaking, Time Management, Leadership, Management, Strategic Planning, Marketing, Budgets, Leadership Development, Analysis, Finance, Strategy, Training, Event Planning, Microsoft Excel, PowerPoint, Teamwork, Data Analysis, Social Networking
Education
Purdue University 2010 — 2015
Bachelor's Degree, Finance, General, Senior
Purdue University 2010 — 2015
Bachelor's Degree, Business Administration and Management, General, Senior
Daniel J. Hatfield's 4086 Advisors Experience May 2013 - August 2013
Job Associate at KeyBank
Industry Investment Management
Experience
KeyBank September 2014 - Present
Krannert School of Management Council December 2012 - December 2013
Student Fee Advisory Board September 2012 - September 2013
4086 Advisors May 2013 - August 2013
Sigma Chi Fraternity April 2011 - December 2012
LYNCH & Associates May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Leadership, Social Media, Public Speaking, Leadership Development, Research, Staff Development, Budgets, Finance, Data Analysis, Economics, Teamwork, Investment Management, Time Management
Education
Purdue University - Krannert School of Management 2010 — 2014
Bachelor of Science (B.S.), Economics, Senior
KeyBank September 2014 - Present
Krannert School of Management Council December 2012 - December 2013
Student Fee Advisory Board September 2012 - September 2013
4086 Advisors May 2013 - August 2013
Sigma Chi Fraternity April 2011 - December 2012
LYNCH & Associates May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Leadership, Social Media, Public Speaking, Leadership Development, Research, Staff Development, Budgets, Finance, Data Analysis, Economics, Teamwork, Investment Management, Time Management
Education
Purdue University - Krannert School of Management 2010 — 2014
Bachelor of Science (B.S.), Economics, Senior
Jon Shurtz's 4086 Advisors Experience March 2015 - August 2015
Job Merrill Lynch
Industry Investment Management
Experience
4086 Advisors March 2015 - August 2015
4086 Advisors February 2013 - February 2015
Four Quadrants Advisory May 2012 - February 2013
Stifel Financial Corp. August 2011 - December 2011
Avalon Wealth Advisory January 2011 - May 2011
Skills
Investments, Portfolio Management, Equities, Investment Strategies, Retirement Planning, ETFs, Microsoft Excel, Financial Analysis, Valuation, Bloomberg Terminal, Fixed Income, Asset Management, Access, Data Analysis, Asset Managment, Finance, Financial Advisory
Education
Butler University 2008 — 2012
Bachelor of Science (B.S.), Finance and MIS
4086 Advisors March 2015 - August 2015
4086 Advisors February 2013 - February 2015
Four Quadrants Advisory May 2012 - February 2013
Stifel Financial Corp. August 2011 - December 2011
Avalon Wealth Advisory January 2011 - May 2011
Skills
Investments, Portfolio Management, Equities, Investment Strategies, Retirement Planning, ETFs, Microsoft Excel, Financial Analysis, Valuation, Bloomberg Terminal, Fixed Income, Asset Management, Access, Data Analysis, Asset Managment, Finance, Financial Advisory
Education
Butler University 2008 — 2012
Bachelor of Science (B.S.), Finance and MIS
Bob Herzog's 4086 Advisors Experience June 2012 - April 2014
Job Accounting/Finance Recruiter at Pinnacle Partners, Inc
Industry Staffing and Recruiting
Experience
Pinnacle Partners, Inc May 2014 - Present
4086 Advisors June 2012 - April 2014
4086 Advisors February 2012 - June 2012
Pacers Sports & Entertainment May 2010 - December 2010
Skills
Investments, Trading, Portfolio Management, Fixed Income, Bloomberg, Analysis, Credit, Financial Modeling, Accounting, Finance, Recruiting, Auditing
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance
Lawrence Central High School 2003 — 2007
Pinnacle Partners, Inc May 2014 - Present
4086 Advisors June 2012 - April 2014
4086 Advisors February 2012 - June 2012
Pacers Sports & Entertainment May 2010 - December 2010
Skills
Investments, Trading, Portfolio Management, Fixed Income, Bloomberg, Analysis, Credit, Financial Modeling, Accounting, Finance, Recruiting, Auditing
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance
Lawrence Central High School 2003 — 2007
Erika Paul, CPA's 4086 Advisors Experience October 2014 - Present
Job Investment Finance Manager at 40|86 Advisors
Industry Investment Management
Experience
4086 Advisors October 2014 - Present
4086 Advisors May 2013 - October 2014
4086 Advisors July 2011 - May 2013
Dauby O'Connor & Zaleski September 2010 - April 2011
Dauby O'Connor & Zaleski January 2010 - April 2010
Skills
Accounting, Auditing, Microsoft Excel, Financial Analysis, Financial Reporting, Fixed Income, GAAP, Investments, CPA, US GAAP, Financial Accounting, Microsoft Office, PowerPoint, Variance Analysis
Education
Ball State University 2005 — 2010
Bachelor of Arts (B.A.), Accounting, German Minor - 3.6 GPA
4086 Advisors October 2014 - Present
4086 Advisors May 2013 - October 2014
4086 Advisors July 2011 - May 2013
Dauby O'Connor & Zaleski September 2010 - April 2011
Dauby O'Connor & Zaleski January 2010 - April 2010
Skills
Accounting, Auditing, Microsoft Excel, Financial Analysis, Financial Reporting, Fixed Income, GAAP, Investments, CPA, US GAAP, Financial Accounting, Microsoft Office, PowerPoint, Variance Analysis
Education
Ball State University 2005 — 2010
Bachelor of Arts (B.A.), Accounting, German Minor - 3.6 GPA
Sai Petluri's 4086 Advisors Experience May 2010 - August 2010
Job Product Strategy at Bloomberg LP
Industry Information Technology and Services
Experience
Bloomberg LP January 2012 - Present
4086 Advisors May 2010 - August 2010
Bank of New York Mellon June 2009 - August 2009
Ranbaxy June 2008 - August 2008
Education
Indiana University - Kelley School of Business
B.S
Bloomberg LP January 2012 - Present
4086 Advisors May 2010 - August 2010
Bank of New York Mellon June 2009 - August 2009
Ranbaxy June 2008 - August 2008
Education
Indiana University - Kelley School of Business
B.S
Adam Buckley's 4086 Advisors Experience August 2005 - January 2006
Job Manager at Huron Consulting Group
Industry Financial Services
Experience
Huron Consulting Group September 2014 - Present
Edgewater Ranzal May 2010 - September 2014
Meridian Consulting International September 2007 - May 2010
The Vanguard Group May 2006 - August 2006
4086 Advisors August 2005 - January 2006
Skills
Financial Modeling, Corporate Finance, Strategic Planning, Financial Analysis, Business Valuation
Education
Indiana University - Kelley School of Business
B.S., Finance
Huron Consulting Group September 2014 - Present
Edgewater Ranzal May 2010 - September 2014
Meridian Consulting International September 2007 - May 2010
The Vanguard Group May 2006 - August 2006
4086 Advisors August 2005 - January 2006
Skills
Financial Modeling, Corporate Finance, Strategic Planning, Financial Analysis, Business Valuation
Education
Indiana University - Kelley School of Business
B.S., Finance
Gregory VanDuesen's 4086 Advisors Experience May 1996 - October 2007
Job Chief Information Officer at Reams Asset Management
Industry Investment Management
Experience
Reams Asset Management July 2010 - Present
Reams Asset Management October 2007 - July 2010
4086 Advisors May 1996 - October 2007
Education
Indiana University - Kelley School of Business 2003 — 2005
M.B.A
Purdue University 1991 — 1996
B.S
Reams Asset Management July 2010 - Present
Reams Asset Management October 2007 - July 2010
4086 Advisors May 1996 - October 2007
Education
Indiana University - Kelley School of Business 2003 — 2005
M.B.A
Purdue University 1991 — 1996
B.S
Jordan Allen's 4086 Advisors Experience April 2012 - January 2013
Job Senior Applications Developer at hhgregg
Industry Information Technology and Services
Experience
hhgregg January 2013 - Present
4086 Advisors April 2012 - January 2013
Liberty Mutual Group May 2008 - April 2012
Skills
SQL, Databases, Oracle, Informatica, Requirements Analysis, Systems Analysis, PL/SQL, Data Analysis, Business Analysis, Teradata, SAS, DB2, Relational Databases, C#, Java, Agile Project Management, Microsoft Office, Microsoft Project, Microsoft Visio, Unix/Linux, Microsoft CRM, Microsoft SQL Server
Education
Purdue University 2003 — 2008
Bachelor of Science (B.S.), Computer & Information Technology
hhgregg January 2013 - Present
4086 Advisors April 2012 - January 2013
Liberty Mutual Group May 2008 - April 2012
Skills
SQL, Databases, Oracle, Informatica, Requirements Analysis, Systems Analysis, PL/SQL, Data Analysis, Business Analysis, Teradata, SAS, DB2, Relational Databases, C#, Java, Agile Project Management, Microsoft Office, Microsoft Project, Microsoft Visio, Unix/Linux, Microsoft CRM, Microsoft SQL Server
Education
Purdue University 2003 — 2008
Bachelor of Science (B.S.), Computer & Information Technology
Katharine Egan Falcione's 4086 Advisors Experience March 2005 - June 2005
Job Regional Account Manager at John Hancock, U.S.A.
Industry Financial Services
Experience
John Hancock, U.S.A. September 2010 - Present
John Hancock USA March 2007 - September 2010
John Hancock USA August 2005 - March 2007
40/86 Advisors March 2005 - June 2005
Axia Advisory Corporation December 2003 - February 2005
Pioneer Investments USA July 2001 - August 2003
Volpe Brown Whelan 1998 - 2000
Nvest Financial Advisor Services 1996 - 1998
Skills
Mutual Funds, Series 7, Investments, Equities, Retirement Planning, Fixed Income, Relationship Management, Investment Management, Pensions, Financial Advisory, Series 63, Series 6, 401k, Retirement, Employee Benefits, Wealth Management, Asset Allocation, Financial Services, Fixed Annuities, Asset Managment, Alternative Investments, Life Insurance, Portfolio Management, Securities, Separately Managed...
Education
Hartwick College 1989 — 1993
B.A., English
Belmont High 1985 — 1989
John Hancock, U.S.A. September 2010 - Present
John Hancock USA March 2007 - September 2010
John Hancock USA August 2005 - March 2007
40/86 Advisors March 2005 - June 2005
Axia Advisory Corporation December 2003 - February 2005
Pioneer Investments USA July 2001 - August 2003
Volpe Brown Whelan 1998 - 2000
Nvest Financial Advisor Services 1996 - 1998
Skills
Mutual Funds, Series 7, Investments, Equities, Retirement Planning, Fixed Income, Relationship Management, Investment Management, Pensions, Financial Advisory, Series 63, Series 6, 401k, Retirement, Employee Benefits, Wealth Management, Asset Allocation, Financial Services, Fixed Annuities, Asset Managment, Alternative Investments, Life Insurance, Portfolio Management, Securities, Separately Managed...
Education
Hartwick College 1989 — 1993
B.A., English
Belmont High 1985 — 1989
Matt Digmann Matt Digmann's 4086 Advisors Experience January 2013 - Present
Job CLO/Leveraged Loan Portfolio Analyst at 40|86 Advisors
Industry Financial Services
Experience
4086 Advisors January 2013 - Present
Principal Financial Group December 2011 - July 2012
Krause Fund August 2011 - December 2011
HJR Financial Group March 2011 - November 2011
Education
University of Iowa 2008 — 2012
Finance, Economics
4086 Advisors January 2013 - Present
Principal Financial Group December 2011 - July 2012
Krause Fund August 2011 - December 2011
HJR Financial Group March 2011 - November 2011
Education
University of Iowa 2008 — 2012
Finance, Economics
Ryan Wegeng's 4086 Advisors Experience May 2013 - Present
Job Financial Analyst
Industry Commercial Real Estate
Experience
4086 Advisors May 2013 - Present
NGA Pro Golf Tour December 2011 - September 2012
Merrill Lynch May 2011 - September 2011
Nike Golf March 2009 - August 2010
Skills
Portfolio Management
Education
Butler University 2007 — 2011
Bachelor's degree, Economics, Graduate 3.65 GPA
4086 Advisors May 2013 - Present
NGA Pro Golf Tour December 2011 - September 2012
Merrill Lynch May 2011 - September 2011
Nike Golf March 2009 - August 2010
Skills
Portfolio Management
Education
Butler University 2007 — 2011
Bachelor's degree, Economics, Graduate 3.65 GPA
Nora A. Bammann, SHRM-SCP, SPHR's 4086 Advisors Experience January 1987 - January 2003
Job Entrepreneurial HR Professional
Industry Human Resources
Experience
Countrymark Cooperative Holdings Corp. June 2014 - July 2015
The Kroger Co August 2008 - February 2014
Strategic Trust Advisors, Inc September 2005 - July 2008
Resources Global Professionals October 2007 - February 2008
Conseco Services, LLC 2003 - 2005
40/86 Advisors January 1987 - January 2003
Skills
Employee Relations, Performance Management, Talent Management, Employee Benefits, Succession Planning, Human Resources, Onboarding, Recruiting, Talent Acquisition, Employee Engagement, Organizational..., Deferred Compensation, Leadership Development, HRIS, Organizational..., Coaching, Change Management, Strategic Planning, Organizational Design, Process Improvement, Career Development, Leadership, Workforce Planning, HR Policies, Personnel Management, Program Management, Budgets, Training, Management, Labor Relations, HR Consulting, Strategy, Business Planning, FMLA, New Hire Orientations, Policy, Benefits Administration, Employee Handbooks, Union Avoidance, Hiring, Interviews
Education
Ball State University 1980 — 1984
Bachelor of Science degree, Management Science; Management Information Systems and Human Resources
Ball State University - College of Business 1980 — 1984
Bachelor's of Science, Management Information Systems, Human Resources
Countrymark Cooperative Holdings Corp. June 2014 - July 2015
The Kroger Co August 2008 - February 2014
Strategic Trust Advisors, Inc September 2005 - July 2008
Resources Global Professionals October 2007 - February 2008
Conseco Services, LLC 2003 - 2005
40/86 Advisors January 1987 - January 2003
Skills
Employee Relations, Performance Management, Talent Management, Employee Benefits, Succession Planning, Human Resources, Onboarding, Recruiting, Talent Acquisition, Employee Engagement, Organizational..., Deferred Compensation, Leadership Development, HRIS, Organizational..., Coaching, Change Management, Strategic Planning, Organizational Design, Process Improvement, Career Development, Leadership, Workforce Planning, HR Policies, Personnel Management, Program Management, Budgets, Training, Management, Labor Relations, HR Consulting, Strategy, Business Planning, FMLA, New Hire Orientations, Policy, Benefits Administration, Employee Handbooks, Union Avoidance, Hiring, Interviews
Education
Ball State University 1980 — 1984
Bachelor of Science degree, Management Science; Management Information Systems and Human Resources
Ball State University - College of Business 1980 — 1984
Bachelor's of Science, Management Information Systems, Human Resources
John Tison's 4086 Advisors Experience 2004 - Present
Job Vice President Investment Operations at 40|86 Advisors
Industry Investment Management
Experience
4086 Advisors 2004 - Present
4086 Advisors 2001 - 2004
4086 Advisors 1999 - 2000
4086 Advisors 1998 - 1999
4086 Advisors 1996 - 1998
4086 Advisors 1995 - 1996
4086 Advisors 1992 - 1995
Essig Brothers Distributors 1990 - 1992
Unified Management 1988 - 1990
Skills
Operations Management, Systems Analysis, Technology Integration, Vendor Management, Internal Controls, Data Integrity, Investment Valuation, Analytics, Data Analysis, Settlement, Loan Servicing, Financial Accounting, Fixed Income, Equities, Derivatives, Real Estate, private placements, Bloomberg, Written & Oral...
Education
Indiana State University - Scott College of Business 1981 — 1986
Business Administration, Accounting / Finance
4086 Advisors 2004 - Present
4086 Advisors 2001 - 2004
4086 Advisors 1999 - 2000
4086 Advisors 1998 - 1999
4086 Advisors 1996 - 1998
4086 Advisors 1995 - 1996
4086 Advisors 1992 - 1995
Essig Brothers Distributors 1990 - 1992
Unified Management 1988 - 1990
Skills
Operations Management, Systems Analysis, Technology Integration, Vendor Management, Internal Controls, Data Integrity, Investment Valuation, Analytics, Data Analysis, Settlement, Loan Servicing, Financial Accounting, Fixed Income, Equities, Derivatives, Real Estate, private placements, Bloomberg, Written & Oral...
Education
Indiana State University - Scott College of Business 1981 — 1986
Business Administration, Accounting / Finance
Craig Lehman, CFA's 4086 Advisors Experience June 2006 - May 2009
Job Investment Analyst
Industry Investment Management
Experience
OneAmerica Financial Partners Inc. May 2009 - Present
4086 Advisors June 2006 - May 2009
Skills
Investments, Fixed Income, Portfolio Management, Valuation, Financial Modeling, Asset Management, Bonds, Securities, Fixed Income Analysis, Capital Markets, Due Diligence, Financial Analysis
Education
Butler University 1999 — 2003
BS, Finance
OneAmerica Financial Partners Inc. May 2009 - Present
4086 Advisors June 2006 - May 2009
Skills
Investments, Fixed Income, Portfolio Management, Valuation, Financial Modeling, Asset Management, Bonds, Securities, Fixed Income Analysis, Capital Markets, Due Diligence, Financial Analysis
Education
Butler University 1999 — 2003
BS, Finance
Rich Matas's 4086 Advisors Experience November 1999 - Present
Job Portfolio Manager/Trader at 40|86 Advisors
Industry Investment Management
Experience
4086 Advisors November 1999 - Present
Skills
Fixed Income, Investments
Education
Anderson University 1995 — 1999
B.A. Finace and Marketing
4086 Advisors November 1999 - Present
Skills
Fixed Income, Investments
Education
Anderson University 1995 — 1999
B.A. Finace and Marketing
Karma Smith's 4086 Advisors Experience August 2012 - April 2014
Job Senior Corporate Recruiter at CNO Financial Group
Industry Human Resources
Experience
CNO Financial Group April 2014 - Present
4086 Advisors August 2012 - April 2014
Rolls-Royce February 2012 - August 2012
Cummins Inc. August 2011 - February 2012
Comcast Cable June 2011 - August 2011
Rolls-Royce North America 2009 - June 2011
ITT Technical Institute September 2006 - May 2008
Indiana State Personnel Department May 2008 - 2008
Skills
College Recruiting, Recruiting, Leadership, Talent Acquisition, Onboarding, Talent Management, Interviews, Performance Management, Human Resources, Deferred Compensation, Applicant Tracking..., Training, Management, Employee Relations, Hiring, Program Management, Employee Training, Employee Benefits, Time Management, Employee Engagement, Technical Recruiting, Sourcing, Internet Recruiting, Strategic Planning, Personnel Management, Succession Planning
Education
Indiana Wesleyan University 2010 — 2012
Master, Management-Human Resources
Indiana University Bloomington 2002 — 2006
Bachelor, Communications & Labor Studies
CNO Financial Group April 2014 - Present
4086 Advisors August 2012 - April 2014
Rolls-Royce February 2012 - August 2012
Cummins Inc. August 2011 - February 2012
Comcast Cable June 2011 - August 2011
Rolls-Royce North America 2009 - June 2011
ITT Technical Institute September 2006 - May 2008
Indiana State Personnel Department May 2008 - 2008
Skills
College Recruiting, Recruiting, Leadership, Talent Acquisition, Onboarding, Talent Management, Interviews, Performance Management, Human Resources, Deferred Compensation, Applicant Tracking..., Training, Management, Employee Relations, Hiring, Program Management, Employee Training, Employee Benefits, Time Management, Employee Engagement, Technical Recruiting, Sourcing, Internet Recruiting, Strategic Planning, Personnel Management, Succession Planning
Education
Indiana Wesleyan University 2010 — 2012
Master, Management-Human Resources
Indiana University Bloomington 2002 — 2006
Bachelor, Communications & Labor Studies
Chris Walthers's 4086 Advisors Experience February 2014 - Present
Job Systems Administrator at 40|86 Advisors
Industry Research
Experience
4086 Advisors February 2014 - Present
ITT Educational Services, Inc. November 2013 - January 2014
Indiana University School of Medicine January 2008 - November 2013
Indiana University School of Medicine November 2004 - January 2008
IUPUI August 2003 - November 2004
Best Access Systems May 1997 - June 1999
Skills
System Administration, Servers, Technical Support, Program Management, Software Documentation, Web Design, Backup & Restore, Network Security, JavaScript, HTML, Microsoft Servers, Server Administration, Security, SCOM, Office 365, Linux, CSS3, Disaster Recovery, CSS, Group Policy, Hardware, Windows XP, Windows Server
Education
Indiana University-Purdue University at Indianapolis 1996 — 2003
BS
Saint Olaf College 1990 — 1994
BA
Warsaw Community High School 1986 — 1990
4086 Advisors February 2014 - Present
ITT Educational Services, Inc. November 2013 - January 2014
Indiana University School of Medicine January 2008 - November 2013
Indiana University School of Medicine November 2004 - January 2008
IUPUI August 2003 - November 2004
Best Access Systems May 1997 - June 1999
Skills
System Administration, Servers, Technical Support, Program Management, Software Documentation, Web Design, Backup & Restore, Network Security, JavaScript, HTML, Microsoft Servers, Server Administration, Security, SCOM, Office 365, Linux, CSS3, Disaster Recovery, CSS, Group Policy, Hardware, Windows XP, Windows Server
Education
Indiana University-Purdue University at Indianapolis 1996 — 2003
BS
Saint Olaf College 1990 — 1994
BA
Warsaw Community High School 1986 — 1990
Katie Rodgers's 4086 Advisors Experience January 2012 - May 2012
Job Foreign Exchange Associate at PNC Capital Markets
Industry Financial Services
Experience
PNC Capital Markets August 2015 - Present
PNC June 2013 - August 2015
Indiana University Athletic Department August 2011 - May 2013
PNC June 2012 - August 2012
4086 Advisors January 2012 - May 2012
WestPoint Financial Group March 2010 - March 2010
Skills
PowerPoint, Research, Access, Data Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Outlook, Financial Analysis, Wordpress, Finance, Investments, Leadership, WordPress
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science in Business, Finance and Technology Management
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science, Business; Finance, Technology Management, 3.53
Avon High School 2005 — 2009
Indiana Academic Honors Diploma
PNC Capital Markets August 2015 - Present
PNC June 2013 - August 2015
Indiana University Athletic Department August 2011 - May 2013
PNC June 2012 - August 2012
4086 Advisors January 2012 - May 2012
WestPoint Financial Group March 2010 - March 2010
Skills
PowerPoint, Research, Access, Data Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Outlook, Financial Analysis, Wordpress, Finance, Investments, Leadership, WordPress
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science in Business, Finance and Technology Management
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science, Business; Finance, Technology Management, 3.53
Avon High School 2005 — 2009
Indiana Academic Honors Diploma
Mark Clegg, CFA's 4086 Advisors Experience November 2000 - March 2006
Job Corporate Bond Trader at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management April 2006 - Present
4086 Advisors November 2000 - March 2006
Skills
Fixed Income
Education
University of Kentucky 1996 — 2000
BBA, Finance
Wells Capital Management April 2006 - Present
4086 Advisors November 2000 - March 2006
Skills
Fixed Income
Education
University of Kentucky 1996 — 2000
BBA, Finance
Clark Allen, CPA Clark Allen, CPA's 4086 Advisors Experience November 2014 - Present
Job Senior Investment Reporting Analyst at 40|86 Advisors
Industry Investment Management
Experience
4086 Advisors November 2014 - Present
Elliott Davis, LLC January 2013 - October 2014
Georgia Southern University Information Systems Department January 2012 - January 2013
Georgia Southern University Curriculum Department August 2011 - January 2013
Pepperdine University October 2011 - May 2012
Georgia Southern Housing Dept August 2010 - December 2010
Skills
Java, Microsoft Office, Windows, Excel, HTML, Financial Analysis, Financial Modeling, VBA, Pivot Tables, Microsoft Excel, Excel models, Solver, SQL, Program Management, Accounting, Leadership, US GAAP, Business Valuation, Due Diligence, Call Reporting, Disclosure Statements, Access, SAP, Auditing, Analysis, Financial Accounting
Education
Georgia Southern University 2013 — 2014
Master of Accountancy (Emphasis in SAP/ERP), Accounting and SAP/ERP
Georgia Southern University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
4086 Advisors November 2014 - Present
Elliott Davis, LLC January 2013 - October 2014
Georgia Southern University Information Systems Department January 2012 - January 2013
Georgia Southern University Curriculum Department August 2011 - January 2013
Pepperdine University October 2011 - May 2012
Georgia Southern Housing Dept August 2010 - December 2010
Skills
Java, Microsoft Office, Windows, Excel, HTML, Financial Analysis, Financial Modeling, VBA, Pivot Tables, Microsoft Excel, Excel models, Solver, SQL, Program Management, Accounting, Leadership, US GAAP, Business Valuation, Due Diligence, Call Reporting, Disclosure Statements, Access, SAP, Auditing, Analysis, Financial Accounting
Education
Georgia Southern University 2013 — 2014
Master of Accountancy (Emphasis in SAP/ERP), Accounting and SAP/ERP
Georgia Southern University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Jessica Zalucki Jessica Zalucki's 4086 Advisors Experience May 2014 - Present
Job Senior Portfolio Analyst at 40|86 Advisors
Industry Financial Services
Experience
4086 Advisors May 2014 - Present
John Hancock Investments July 2010 - April 2014
MetLife June 2009 - June 2010
Skills
Financial Services, Financial Modeling, Fixed Income, Financial Analysis, Equities, Bloomberg, Mutual Funds, Securities, Strategic Financial..., Valuation, Investments, Alternative Investments, Bloomberg Terminal, Asset Management
Education
Quinnipiac University - School of Business 2005 — 2009
Bachelor of Science, Finance
4086 Advisors May 2014 - Present
John Hancock Investments July 2010 - April 2014
MetLife June 2009 - June 2010
Skills
Financial Services, Financial Modeling, Fixed Income, Financial Analysis, Equities, Bloomberg, Mutual Funds, Securities, Strategic Financial..., Valuation, Investments, Alternative Investments, Bloomberg Terminal, Asset Management
Education
Quinnipiac University - School of Business 2005 — 2009
Bachelor of Science, Finance
Balaji Chakravarthi Lakshmi Narasimhan's 4086 Advisors Experience March 2013 - Present
Job Systems Analyst at 40|86 Advisors
Industry Information Technology and Services
Experience
4086 Advisors March 2013 - Present
Indiana University September 2012 - December 2012
Cummins Inc. May 2012 - August 2012
Hewlett-Packard January 2012 - May 2012
Thinksoft Solutions July 2009 - August 2009
SGT Solutions May 2009 - June 2009
Skills
SDLC, IT Strategy, ERP, IT Service Management, Project Management, Governance, Databases, UML, Business Process Design, Information Technology, Visio, Requirements Gathering
Education
Indiana University - Kelley School of Business 2011 — 2012
Masters, Information Systems, 3.8
St.Joseph's College of Engineering (Affiliated to Anna University, Chennai) 2007 — 2011
B.Tech, Information Technology
PSBB Senior Secondary School (K.K. Nagar, Chennai) 1992 — 2007
English, Physics, Chemistry, Maths, Informatics Practices
4086 Advisors March 2013 - Present
Indiana University September 2012 - December 2012
Cummins Inc. May 2012 - August 2012
Hewlett-Packard January 2012 - May 2012
Thinksoft Solutions July 2009 - August 2009
SGT Solutions May 2009 - June 2009
Skills
SDLC, IT Strategy, ERP, IT Service Management, Project Management, Governance, Databases, UML, Business Process Design, Information Technology, Visio, Requirements Gathering
Education
Indiana University - Kelley School of Business 2011 — 2012
Masters, Information Systems, 3.8
St.Joseph's College of Engineering (Affiliated to Anna University, Chennai) 2007 — 2011
B.Tech, Information Technology
PSBB Senior Secondary School (K.K. Nagar, Chennai) 1992 — 2007
English, Physics, Chemistry, Maths, Informatics Practices
David Faller, CPA's 4086 Advisors Experience January 2004 - May 2004
Job Financial Reporting Manager at AES
Industry Accounting
Experience
AES August 2014 - Present
Remy International April 2013 - August 2014
Deloitte & Touche June 2006 - April 2013
4086 Advisors January 2004 - May 2004
Skills
Financial Reporting, Auditing, Financial Accounting, Financial Analysis, Internal Controls, Cost Accounting, US GAAP, Hyperion Enterprise, Technical Accounting..., SEC filings, Sarbanes-Oxley Act, GAAP, External Audit, CPA, Hyperion, SEC Filings, Internal Audit, Accounting
Education
Indiana University - Kelley School of Business 2001 — 2005
BS, Accounting and Finance
AES August 2014 - Present
Remy International April 2013 - August 2014
Deloitte & Touche June 2006 - April 2013
4086 Advisors January 2004 - May 2004
Skills
Financial Reporting, Auditing, Financial Accounting, Financial Analysis, Internal Controls, Cost Accounting, US GAAP, Hyperion Enterprise, Technical Accounting..., SEC filings, Sarbanes-Oxley Act, GAAP, External Audit, CPA, Hyperion, SEC Filings, Internal Audit, Accounting
Education
Indiana University - Kelley School of Business 2001 — 2005
BS, Accounting and Finance
Rashid Kourany's 4086 Advisors Experience 1996 - 1999
Job Regional Vice President at Zacks Investment Management
Industry Financial Services
Experience
Zacks Investment Management 2005 - Present
Charles Schwab 1999 - 2005
40/86 Advisors 1996 - 1999
Education
University of Indianapolis - School of Business 1998 — 2000
Master's, Business
Indiana University Bloomington 1988 — 1993
Bachelor's
Zacks Investment Management 2005 - Present
Charles Schwab 1999 - 2005
40/86 Advisors 1996 - 1999
Education
University of Indianapolis - School of Business 1998 — 2000
Master's, Business
Indiana University Bloomington 1988 — 1993
Bachelor's
Amy Rumschlag's 4086 Advisors Experience 2003 - 2004
Job Criminal Defense and Family Lawyer
Industry Law Practice
Experience
Law Offices of Earl McCoy 2007 - 2008
4086 Advisors 2003 - 2004
Education
Indiana University Robert H. McKinney School of Law 2006 — 2009
J.D., Criminal, Family, Juvenile Law
Ball State University 2000 — 2004
B.A. Political Science
Law Offices of Earl McCoy 2007 - 2008
4086 Advisors 2003 - 2004
Education
Indiana University Robert H. McKinney School of Law 2006 — 2009
J.D., Criminal, Family, Juvenile Law
Ball State University 2000 — 2004
B.A. Political Science
Hatim Barma's 4086 Advisors Experience September 2010 - December 2010
Job Team Lead Solution Architect at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation February 2011 - Present
4086 Advisors September 2010 - December 2010
Barma & Company June 2008 - August 2008
Citibank July 2007 - August 2007
Skills
Data Analysis, Finance, Forecasting, Analysis, Financial Reporting, Cerner, EMR, Millenium, Cerner CCL, Financial Analysis, Microsoft Office, Fixed Income, Databases, Project Management
Education
Purdue University - Krannert School of Management 2006 — 2010
Bachelors Of Science, Economics
Lecole for Advanced Studies 2004 — 2006
A-Levels, Accounting, Economics and Maths
Cerner Corporation February 2011 - Present
4086 Advisors September 2010 - December 2010
Barma & Company June 2008 - August 2008
Citibank July 2007 - August 2007
Skills
Data Analysis, Finance, Forecasting, Analysis, Financial Reporting, Cerner, EMR, Millenium, Cerner CCL, Financial Analysis, Microsoft Office, Fixed Income, Databases, Project Management
Education
Purdue University - Krannert School of Management 2006 — 2010
Bachelors Of Science, Economics
Lecole for Advanced Studies 2004 — 2006
A-Levels, Accounting, Economics and Maths
Jenny Quinnette, CPA, CGMA's 4086 Advisors Experience February 2009 - October 2014
Job Director, Finance and Accounting
Industry Accounting
Experience
Allegient, LLC November 2014 - Present
4086 Advisors February 2009 - October 2014
Ernst & Young September 2002 - February 2009
Blue & Co., LLC 2000 - 2000
Skills
Internal Controls, Accounting, Financial Reporting, Leadership, Sarbanes-Oxley Act, US GAAP, Auditing, Finance, Financial Analysis, GAAP, Internal Audit, Budgets, Sarbanes-Oxley, Recruiting
Education
Indiana University-Purdue University at Indianapolis 2001 — 2002
Masters of Professional Accountancy
Purdue University 1997 — 2001
BS Accounting
Allegient, LLC November 2014 - Present
4086 Advisors February 2009 - October 2014
Ernst & Young September 2002 - February 2009
Blue & Co., LLC 2000 - 2000
Skills
Internal Controls, Accounting, Financial Reporting, Leadership, Sarbanes-Oxley Act, US GAAP, Auditing, Finance, Financial Analysis, GAAP, Internal Audit, Budgets, Sarbanes-Oxley, Recruiting
Education
Indiana University-Purdue University at Indianapolis 2001 — 2002
Masters of Professional Accountancy
Purdue University 1997 — 2001
BS Accounting
Dean Ramsamooj's 4086 Advisors Experience 2002 - Present
Job AVP Structured Securities, CMBS and Commercial Real Estate Research
Industry Capital Markets
Experience
4086 Advisors 2002 - Present
Charles Schwab 2001 - 2001
Morgan Stanley 1998 - 2001
Skills
Bloomberg, Capital Markets, Finance, Financial Modeling, Fixed Income, Investments, Real Estate, Valuation
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Finance
Indiana University Bloomington 1994 — 1998
BS, Public Financial Management
4086 Advisors 2002 - Present
Charles Schwab 2001 - 2001
Morgan Stanley 1998 - 2001
Skills
Bloomberg, Capital Markets, Finance, Financial Modeling, Fixed Income, Investments, Real Estate, Valuation
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Finance
Indiana University Bloomington 1994 — 1998
BS, Public Financial Management
Laura Russelburg, CPA's 4086 Advisors Experience July 2007 - March 2008
Job Recruiting Manager at Vaco
Industry Staffing and Recruiting
Experience
Vaco August 2015 - Present
Top Value Fabrics June 2012 - August 2015
Top Value Fabrics January 2011 - June 2012
CNO Financial Group March 2008 - December 2010
4086 Advisors July 2007 - March 2008
CNO Financial Group July 2006 - June 2007
Skills
Employee Benefits, Financial Reporting, Accounting, Financial Analysis, GAAP, General Ledger, CPA, Variance Analysis, Account Reconciliation, Payroll, Microsoft Office
Education
Indiana University - Kelley School of Business 2001 — 2006
Bachelor's degree, Accounting and Finance
Vaco August 2015 - Present
Top Value Fabrics June 2012 - August 2015
Top Value Fabrics January 2011 - June 2012
CNO Financial Group March 2008 - December 2010
4086 Advisors July 2007 - March 2008
CNO Financial Group July 2006 - June 2007
Skills
Employee Benefits, Financial Reporting, Accounting, Financial Analysis, GAAP, General Ledger, CPA, Variance Analysis, Account Reconciliation, Payroll, Microsoft Office
Education
Indiana University - Kelley School of Business 2001 — 2006
Bachelor's degree, Accounting and Finance
Helen Asker's 4086 Advisors Experience July 2009 - October 2010
Job Certified Executive Assistant at Agilent Technologies
Industry Biotechnology
Experience
Agilent Technologies December 2010 - Present
4086 Advisors July 2009 - October 2010
Varian, Inc. September 2004 - June 2009
AIG VALIC December 1996 - September 2004
Skills
Administrative..., Visio, PowerPoint, Microsoft Excel, Access, Software Documentation, Budgets, Lotus Notes, Microsoft Word, SAP, Outlook, Accounting, Time Management, Customer Service, Management, Teamwork, Invoicing, Databases, Calendars, Spreadsheets, Travel Arrangements, Administrative...
Education
UCSC Silicon Valley Extension 2013 — 2015
Certificate Program, Administrative and Executive Assistant
College of San Mateo 2007 — 2009
Associate in Arts, Accounting
Half Moon Bay High
Agilent Technologies December 2010 - Present
4086 Advisors July 2009 - October 2010
Varian, Inc. September 2004 - June 2009
AIG VALIC December 1996 - September 2004
Skills
Administrative..., Visio, PowerPoint, Microsoft Excel, Access, Software Documentation, Budgets, Lotus Notes, Microsoft Word, SAP, Outlook, Accounting, Time Management, Customer Service, Management, Teamwork, Invoicing, Databases, Calendars, Spreadsheets, Travel Arrangements, Administrative...
Education
UCSC Silicon Valley Extension 2013 — 2015
Certificate Program, Administrative and Executive Assistant
College of San Mateo 2007 — 2009
Associate in Arts, Accounting
Half Moon Bay High
Austin Sansone's 4086 Advisors Experience June 2015 - Present
Job Senior Investment Analyst
Industry Investment Management
Experience
4086 Advisors June 2015 - Present
Katz, Sapper & Miller January 2014 - July 2015
Katz, Sapper & Miller June 2013 - August 2013
Katz, Sapper & Miller May 2012 - August 2012
Skills
Bloomberg, Research, Teamwork, Social Media, Microsoft Office
Education
Ball State University 2009 — 2013
Bachelor's degree, Accounting
Ball State University 2009 — 2013
Accounting
Center Grove High School
4086 Advisors June 2015 - Present
Katz, Sapper & Miller January 2014 - July 2015
Katz, Sapper & Miller June 2013 - August 2013
Katz, Sapper & Miller May 2012 - August 2012
Skills
Bloomberg, Research, Teamwork, Social Media, Microsoft Office
Education
Ball State University 2009 — 2013
Bachelor's degree, Accounting
Ball State University 2009 — 2013
Accounting
Center Grove High School
Megan Linnemeier, CFA's 4086 Advisors Experience July 2014 - Present
Job at
Industry Investment Management
Experience
4086 Advisors July 2014 - Present
Income Research & Management January 2013 - June 2014
Income Research & Management June 2010 - January 2013
Kelley School of Business August 2008 - July 2010
State Street Global Advisors June 2009 - August 2009
State Street October 2006 - July 2008
State Street May 2005 - October 2006
Skills
Equities, Fixed Income, Mutual Funds, Investments, Bloomberg, Management, Finance, Investment Management, Securities, Alternative Investments, Analysis, Strategy, Financial Services, Due Diligence, Corporate Finance
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA
Boston College 2001 — 2005
BS, Finance, Marketing
4086 Advisors July 2014 - Present
Income Research & Management January 2013 - June 2014
Income Research & Management June 2010 - January 2013
Kelley School of Business August 2008 - July 2010
State Street Global Advisors June 2009 - August 2009
State Street October 2006 - July 2008
State Street May 2005 - October 2006
Skills
Equities, Fixed Income, Mutual Funds, Investments, Bloomberg, Management, Finance, Investment Management, Securities, Alternative Investments, Analysis, Strategy, Financial Services, Due Diligence, Corporate Finance
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA
Boston College 2001 — 2005
BS, Finance, Marketing
Graham Fielding, MBA, CPA's 4086 Advisors Experience May 2005 - September 2007
Job Finance & Accounting Manager
Industry
Experience
Cummins Inc. July 2015 - Present
Remy International January 2013 - April 2015
Caterpillar Inc. September 2007 - January 2013
4086 Advisors May 2005 - September 2007
BKD CPAs & Advisors January 2004 - May 2005
Charles Schwab April 1999 - January 2003
Education
Indiana University - Kelley School of Business
Master of Business Administration (MBA)
Indiana University - Kelley School of Business
Master of Public Accountancy (MPA)
Cummins Inc. July 2015 - Present
Remy International January 2013 - April 2015
Caterpillar Inc. September 2007 - January 2013
4086 Advisors May 2005 - September 2007
BKD CPAs & Advisors January 2004 - May 2005
Charles Schwab April 1999 - January 2003
Education
Indiana University - Kelley School of Business
Master of Business Administration (MBA)
Indiana University - Kelley School of Business
Master of Public Accountancy (MPA)
Craig Sorrell's 4086 Advisors Experience 2011 - 2012
Job Analysis, Finance, Technology
Industry Banking
Experience
Regions Financial Corporation 2014 - Present
4086 Advisors 2011 - 2012
Ameritas Investment Partners (formerly Summit Investment Partners) 2008 - 2011
Ameritas Investment Partners (fka Summit Investment Partners) 2005 - 2008
Ohio Emergency Management Agency October 2004 - June 2005
The Ohio State University November 2003 - October 2004
AtriCure, Inc. July 2003 - September 2003
Statman, Harris & Eyrich, LLC May 2003 - July 2003
Skills
Portfolio Management, Structured Finance, Bloomberg Terminal, Bonds, Asset Management, Risk Management, Investments, Financial Modeling, Fixed Income Analysis, VBA, Intex, Trading, Financial Services, Investment Strategies, Credit Analysis, Microsoft Office, Finance, Financial Analysis, Trepp, SQL, BondEdge, Alpha Generation, Due Diligence, Valuation, Securities, Mutual Funds, Equities, Derivatives, Corporate Finance, Venture Capital, Private Equity, SBA, Matlab, Budgets, Financial Reporting, Asset Allocation, Cash Management, MBS, ABS, Process Improvement, Management Consulting, Change Management, CMBS, VBScript, Relational Databases, PolyPaths, FactSet, Banking, BlackRock Aladdin, Accounting
Education
The Ohio State University
B.S., Mechanical Engineering
University of Cincinnati
Attended
Glen Este High School
Regions Financial Corporation 2014 - Present
4086 Advisors 2011 - 2012
Ameritas Investment Partners (formerly Summit Investment Partners) 2008 - 2011
Ameritas Investment Partners (fka Summit Investment Partners) 2005 - 2008
Ohio Emergency Management Agency October 2004 - June 2005
The Ohio State University November 2003 - October 2004
AtriCure, Inc. July 2003 - September 2003
Statman, Harris & Eyrich, LLC May 2003 - July 2003
Skills
Portfolio Management, Structured Finance, Bloomberg Terminal, Bonds, Asset Management, Risk Management, Investments, Financial Modeling, Fixed Income Analysis, VBA, Intex, Trading, Financial Services, Investment Strategies, Credit Analysis, Microsoft Office, Finance, Financial Analysis, Trepp, SQL, BondEdge, Alpha Generation, Due Diligence, Valuation, Securities, Mutual Funds, Equities, Derivatives, Corporate Finance, Venture Capital, Private Equity, SBA, Matlab, Budgets, Financial Reporting, Asset Allocation, Cash Management, MBS, ABS, Process Improvement, Management Consulting, Change Management, CMBS, VBScript, Relational Databases, PolyPaths, FactSet, Banking, BlackRock Aladdin, Accounting
Education
The Ohio State University
B.S., Mechanical Engineering
University of Cincinnati
Attended
Glen Este High School
Matthew Burrell Matthew Burrell's 4086 Advisors Experience October 2002 - July 2005
Job Vice President at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. July 2005 - Present
4086 Advisors October 2002 - July 2005
PAE Consulting Engineers July 1995 - July 2000
Education
Indiana University Bloomington 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
Oregon State University 1990 — 1995
Bachelor's degree, Mechanical Engineering
Oppenheimer & Co. July 2005 - Present
4086 Advisors October 2002 - July 2005
PAE Consulting Engineers July 1995 - July 2000
Education
Indiana University Bloomington 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
Oregon State University 1990 — 1995
Bachelor's degree, Mechanical Engineering
Nick Gilliam's 4086 Advisors Experience 2008 - 2011
Job Senior Manager, Hedge Fund Operations
Industry Financial Services
Experience
SS&C Technologies March 2011 - Present
4086 Advisors 2008 - 2011
EcoSure 2005 - 2008
Education
Anderson University 2009 — 2011
Masters of Business Administration
Indiana University Bloomington 1998 — 2002
Bachelor's, Finance
SS&C Technologies March 2011 - Present
4086 Advisors 2008 - 2011
EcoSure 2005 - 2008
Education
Anderson University 2009 — 2011
Masters of Business Administration
Indiana University Bloomington 1998 — 2002
Bachelor's, Finance
Dan Ford, CFA, CAIA Dan Ford, CFA, CAIA's 4086 Advisors Experience February 2013 - Present
Job Senior Portfolio Analyst at 40|86 Advisors
Industry Investment Management
Experience
4086 Advisors February 2013 - Present
Fifth Third Asset Management December 2011 - February 2013
WHM Capital Advisors November 2010 - November 2011
Fifth Third Asset Management May 2011 - September 2011
Fifth Third Asset Management June 2008 - August 2008
Skills
Bloomberg, Bloomberg Terminal, Microsoft Office, VBA, SAS, Morningstar, Trading, Portfolio Management, Asset Allocation, Fixed Income, C++, Investments, MarketAxess, Charles River IMS, Adobe Acrobat, German, Axys, Hedge Funds, Finance, Financial Analysis, Mutual Funds, Excel VBA, Factset, Bloomberg Launchpad, Bloomberg API, Advent Axys, Advent Moxy, HTML/XML, Morningstar Principia, Private Equity
Education
CFA Institute 2011 — 2013
University of South Carolina - Darla Moore School of Business 2008 — 2011
BS, Investment Finance
University of Wisconsin-Madison 2007 — 2008
Ridley College 2003 — 2007
4086 Advisors February 2013 - Present
Fifth Third Asset Management December 2011 - February 2013
WHM Capital Advisors November 2010 - November 2011
Fifth Third Asset Management May 2011 - September 2011
Fifth Third Asset Management June 2008 - August 2008
Skills
Bloomberg, Bloomberg Terminal, Microsoft Office, VBA, SAS, Morningstar, Trading, Portfolio Management, Asset Allocation, Fixed Income, C++, Investments, MarketAxess, Charles River IMS, Adobe Acrobat, German, Axys, Hedge Funds, Finance, Financial Analysis, Mutual Funds, Excel VBA, Factset, Bloomberg Launchpad, Bloomberg API, Advent Axys, Advent Moxy, HTML/XML, Morningstar Principia, Private Equity
Education
CFA Institute 2011 — 2013
University of South Carolina - Darla Moore School of Business 2008 — 2011
BS, Investment Finance
University of Wisconsin-Madison 2007 — 2008
Ridley College 2003 — 2007
Jason Hoyer, CFA's 4086 Advisors Experience July 2012 - March 2015
Job Investment Analyst at Reams Asset Management
Industry Financial Services
Experience
Reams Asset Management April 2015 - Present
4086 Advisors July 2012 - March 2015
Fiduciary Management Associates January 2009 - June 2012
Fiduciary Management Associates October 2003 - December 2008
CIGNA Healthcare June 2000 - October 2003
Skills
Bloomberg Terminal, Thomson One, BondEdge, Vestek, Baseline, Credit Suisse HOLT..., Checkfree APL, Microsoft Excel, Thompson One, Valuation, Equity Research, Security APL, Capital Markets, Investments, Securities, Financial Modeling, Trading, Bonds, Fixed Income, Series 63, Mutual Funds, Equities, Portfolio Management, Analysis, Investment Management, Hedge Funds, Bloomberg, Asset Allocation
Education
University of Michigan 1996 — 2000
B.G.S., Economics/Business concentration
Reams Asset Management April 2015 - Present
4086 Advisors July 2012 - March 2015
Fiduciary Management Associates January 2009 - June 2012
Fiduciary Management Associates October 2003 - December 2008
CIGNA Healthcare June 2000 - October 2003
Skills
Bloomberg Terminal, Thomson One, BondEdge, Vestek, Baseline, Credit Suisse HOLT..., Checkfree APL, Microsoft Excel, Thompson One, Valuation, Equity Research, Security APL, Capital Markets, Investments, Securities, Financial Modeling, Trading, Bonds, Fixed Income, Series 63, Mutual Funds, Equities, Portfolio Management, Analysis, Investment Management, Hedge Funds, Bloomberg, Asset Allocation
Education
University of Michigan 1996 — 2000
B.G.S., Economics/Business concentration
Luke Duncan's 4086 Advisors Experience February 2013 - November 2013
Job Orthopaedic Trauma & Craniomaxillofacial Sales Consultant at Depuy Synthes
Industry Medical Devices
Experience
DePuy Synthes February 2015 - Present
Stryker December 2013 - January 2015
40/86 Advisors February 2013 - November 2013
Simon Property Group April 2012 - February 2013
Skills
Financial Modeling, Budgets, Analysis, Finance, Accounting, Portfolio Management, Business Planning, Management, Leadership, Sales, Marketing, Sales Operations, Forecasting, Financial Analysis, Medical Devices
Education
Butler University 2007 — 2011
Bachelor, Finance
DePuy Synthes February 2015 - Present
Stryker December 2013 - January 2015
40/86 Advisors February 2013 - November 2013
Simon Property Group April 2012 - February 2013
Skills
Financial Modeling, Budgets, Analysis, Finance, Accounting, Portfolio Management, Business Planning, Management, Leadership, Sales, Marketing, Sales Operations, Forecasting, Financial Analysis, Medical Devices
Education
Butler University 2007 — 2011
Bachelor, Finance
Nate DeBoe Nate DeBoe's 4086 Advisors Experience May 2012 - August 2012
Job Investment Analyst at State Farm
Industry Financial Services
Experience
State Farm May 2013 - Present
4086 Advisors May 2012 - August 2012
RDV Corporation February 2010 - July 2011
Plante & Moran May 2008 - February 2010
Stout Risius Ross July 2007 - May 2008
Education
Indiana University - Kelley School of Business 2011 — 2013
MBA, Finance and Business Analytics
Michigan State University 2003 — 2007
BA, Finance
State Farm May 2013 - Present
4086 Advisors May 2012 - August 2012
RDV Corporation February 2010 - July 2011
Plante & Moran May 2008 - February 2010
Stout Risius Ross July 2007 - May 2008
Education
Indiana University - Kelley School of Business 2011 — 2013
MBA, Finance and Business Analytics
Michigan State University 2003 — 2007
BA, Finance
Andrew Moster Andrew Moster's 4086 Advisors Experience February 2012 - Present
Job System Adminsitrator at 40|86 Advisors
Industry Financial Services
Experience
4086 Advisors February 2012 - Present
MosterNet Solutions January 2006 - Present
Wayne Bank and Trust Co. August 2008 - February 2012
Skills
Marketing Strategy, Business Analysis, Social Media, Project Management, Management, Security, Disaster Recovery, Cloud Computing, Microsoft Office, Strategic Planning, Linux, Solaris, Microsoft Exchange, VMware, Windows Server
Education
Ivy Tech Community College 2006 — 2009
Associate of Applied Science in Computer Information Technology, Information Technology
4086 Advisors February 2012 - Present
MosterNet Solutions January 2006 - Present
Wayne Bank and Trust Co. August 2008 - February 2012
Skills
Marketing Strategy, Business Analysis, Social Media, Project Management, Management, Security, Disaster Recovery, Cloud Computing, Microsoft Office, Strategic Planning, Linux, Solaris, Microsoft Exchange, VMware, Windows Server
Education
Ivy Tech Community College 2006 — 2009
Associate of Applied Science in Computer Information Technology, Information Technology
Eric Thornburgh, CFA's 4086 Advisors Experience March 2013 - Present
Job Fixed Income Research Analyst at 40|86 Advisors
Industry Financial Services
Experience
4086 Advisors March 2013 - Present
4086 Advisors August 2011 - February 2013
I July 2010 - July 2011
Skills
Bloomberg, Fixed Income, Financial Modeling, Valuation, Financial Statement..., Credit Analysis, Microsoft Excel
Education
Purdue University - Krannert School of Management 2009 — 2010
Masters of Science, Finance
Purdue University - Krannert School of Management 2005 — 2009
Bachelor of Science, Economics
4086 Advisors March 2013 - Present
4086 Advisors August 2011 - February 2013
I July 2010 - July 2011
Skills
Bloomberg, Fixed Income, Financial Modeling, Valuation, Financial Statement..., Credit Analysis, Microsoft Excel
Education
Purdue University - Krannert School of Management 2009 — 2010
Masters of Science, Finance
Purdue University - Krannert School of Management 2005 — 2009
Bachelor of Science, Economics
Clara Houin's 4086 Advisors Experience May 2011 - June 2012
Job Mergers & Acquisitions Analyst at ChanceLight™ Behavioral Health & Education (formerly Educational Services of America)
Industry Hospital & Health Care
Experience
ChanceLight™ Behavioral Health & Education (formerly Educational Services of America or ESA) June 2015 - Present
e+CancerCare August 2014 - May 2015
Avondale Partners June 2012 - August 2014
4086 Advisors May 2011 - June 2012
Indiana University August 2007 - May 2011
William Blair & Company June 2010 - August 2010
Indiana University India Studies Department May 2008 - August 2008
Skills
Financial Modeling, Valuation, Equity Research, Microsoft Excel, Investments, Equities, Financial Analysis, Hospitals, Healthcare, Home Health Agencies, Physician Practice..., Emergency Transport, Privatization, Corrections, Skilled Nursing..., Commercial Real Estate..., Series 7, Series 63, Series 86, Series 87, Analysis, Due Diligence, Finance, Leadership, Portfolio Management, Corporate Finance
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Finance
ChanceLight™ Behavioral Health & Education (formerly Educational Services of America or ESA) June 2015 - Present
e+CancerCare August 2014 - May 2015
Avondale Partners June 2012 - August 2014
4086 Advisors May 2011 - June 2012
Indiana University August 2007 - May 2011
William Blair & Company June 2010 - August 2010
Indiana University India Studies Department May 2008 - August 2008
Skills
Financial Modeling, Valuation, Equity Research, Microsoft Excel, Investments, Equities, Financial Analysis, Hospitals, Healthcare, Home Health Agencies, Physician Practice..., Emergency Transport, Privatization, Corrections, Skilled Nursing..., Commercial Real Estate..., Series 7, Series 63, Series 86, Series 87, Analysis, Due Diligence, Finance, Leadership, Portfolio Management, Corporate Finance
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Finance
Jennifer Sewell's 4086 Advisors Experience May 2014 - August 2014
Job Real Estate Analyst at Northwestern Mutual
Industry Real Estate
Experience
Northwestern Mutual July 2015 - Present
4086 Advisors May 2014 - August 2014
University of Notre Dame January 2014 - May 2014
Boiler Group LLC May 2012 - August 2012
Skills
Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Investment Management, Financial Modeling, Financial Analysis, Fixed Income, Operations Management, Public Speaking, Bloomberg, Bloomberg Terminal
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration, Finance Major with International Business Minor, Cum Laude Latin Honors
Defiance High School 2007 — 2011
Northwestern Mutual July 2015 - Present
4086 Advisors May 2014 - August 2014
University of Notre Dame January 2014 - May 2014
Boiler Group LLC May 2012 - August 2012
Skills
Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Investment Management, Financial Modeling, Financial Analysis, Fixed Income, Operations Management, Public Speaking, Bloomberg, Bloomberg Terminal
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration, Finance Major with International Business Minor, Cum Laude Latin Honors
Defiance High School 2007 — 2011
Adam Mallory's 4086 Advisors Experience June 2012 - March 2015
Job Analyst at HFF
Industry Commercial Real Estate
Experience
HFF April 2015 - Present
4086 Advisors June 2012 - March 2015
Crowe Horwath LLP January 2012 - June 2012
Skills
Investments, Due Diligence, Legal Due Diligence, Commercial Real Estate..., Leveraged Finance, Real Estate Contracts, Distressed Debt, Creditors' Rights, Loan Modifications, Microsoft Excel, Credit Analysis, Financial Modeling, Real Estate Due..., Financial Analysis
Education
Indiana University Robert H. McKinney School of Law 2014 — 2018
Juris Doctor (J.D.), Law, 3.7 GPA
Bellarmine University 2008 — 2012
Bachelors, Political Science
HFF April 2015 - Present
4086 Advisors June 2012 - March 2015
Crowe Horwath LLP January 2012 - June 2012
Skills
Investments, Due Diligence, Legal Due Diligence, Commercial Real Estate..., Leveraged Finance, Real Estate Contracts, Distressed Debt, Creditors' Rights, Loan Modifications, Microsoft Excel, Credit Analysis, Financial Modeling, Real Estate Due..., Financial Analysis
Education
Indiana University Robert H. McKinney School of Law 2014 — 2018
Juris Doctor (J.D.), Law, 3.7 GPA
Bellarmine University 2008 — 2012
Bachelors, Political Science
Patrick Hoehne, CFA's 4086 Advisors Experience October 2000 - June 2012
Job Portfolio Manager / Research Analyst at CenterPoint Wealth Management
Industry Investment Management
Experience
CenterPoint Wealth Management June 2012 - Present
4086 Advisors October 2000 - June 2012
KeyCorp June 1997 - October 2000
Skills
Portfolio Management, Asset Allocation, Credit Analysis, Investment Management, Mutual Funds, Financial Modeling, Investments, Bloomberg, Fixed Income, Series 65
Education
Indiana University - Kelley School of Business 1993 — 1997
Bachelor of Science (BS), Finance
CenterPoint Wealth Management June 2012 - Present
4086 Advisors October 2000 - June 2012
KeyCorp June 1997 - October 2000
Skills
Portfolio Management, Asset Allocation, Credit Analysis, Investment Management, Mutual Funds, Financial Modeling, Investments, Bloomberg, Fixed Income, Series 65
Education
Indiana University - Kelley School of Business 1993 — 1997
Bachelor of Science (BS), Finance
Mitch DePoy, CFA, CPA's 4086 Advisors Experience 2000 - 2000
Job Assistant Vice President, Research Analyst at Oppenheimer Investment Management
Industry Investment Management
Experience
Oppenheimer Investment Management Board of DirectorsJackson Center for Conductive Education2006 - 2011
Ernst & Young, LLP 2002 - 2006
Wabash National 2001 - 2006
4086 Advisors 2000 - 2000
Education
University of Notre Dame - Mendoza College of Business 2001 — 2003
M.S., Accounting
Indiana University - Kelley School of Business 1997 — 2001
B.S., Finance and International Business
Indiana University Bloomington 1997 — 2001
Oppenheimer Investment Management Board of DirectorsJackson Center for Conductive Education2006 - 2011
Ernst & Young, LLP 2002 - 2006
Wabash National 2001 - 2006
4086 Advisors 2000 - 2000
Education
University of Notre Dame - Mendoza College of Business 2001 — 2003
M.S., Accounting
Indiana University - Kelley School of Business 1997 — 2001
B.S., Finance and International Business
Indiana University Bloomington 1997 — 2001
Vandana Savarkar's 4086 Advisors Experience 2013 - Present
Job Sr. Software Enginner
Industry Information Technology and Services
Experience
4086 Advisors 2013 - Present
University of Florida July 2010 - 2012
Intelliswift July 2008 - April 2009
Intel November 2008 - March 2009
Symphony Services, Pune 2005 - 2008
EMC Corporation 2004 - 2005
Wipro Technologies 2002 - 2004
Skills
Perl, Distributed Systems, SDLC, C/C++, Linux, Backend Development, Web Development
Education
University of Mumbai 1997 — 2001
Bachelor's degree
University of Florida
4086 Advisors 2013 - Present
University of Florida July 2010 - 2012
Intelliswift July 2008 - April 2009
Intel November 2008 - March 2009
Symphony Services, Pune 2005 - 2008
EMC Corporation 2004 - 2005
Wipro Technologies 2002 - 2004
Skills
Perl, Distributed Systems, SDLC, C/C++, Linux, Backend Development, Web Development
Education
University of Mumbai 1997 — 2001
Bachelor's degree
University of Florida
Chris Quallen, CFA's 4086 Advisors Experience December 2006 - March 2015
Job Senior Trader / PM Structured Securities at Reinsurance Group of America, Incorporated
Industry Investment Management
Experience
Reinsurance Group of America, Incorporated April 2015 - Present
4086 Advisors December 2006 - March 2015
Federal Home Loan Bank of Indianapolis February 2005 - November 2006
Fidelity Capital Markets March 2000 - January 2005
Skills
Financial Modeling, Financial Analysis, Fixed Income, Investments, Portfolio Management, Bloomberg, Asset Management, Valuation, Risk Management, Capital Markets, Securities, Integrity, Finance
Education
University of Cincinnati College of Business 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
Reinsurance Group of America, Incorporated April 2015 - Present
4086 Advisors December 2006 - March 2015
Federal Home Loan Bank of Indianapolis February 2005 - November 2006
Fidelity Capital Markets March 2000 - January 2005
Skills
Financial Modeling, Financial Analysis, Fixed Income, Investments, Portfolio Management, Bloomberg, Asset Management, Valuation, Risk Management, Capital Markets, Securities, Integrity, Finance
Education
University of Cincinnati College of Business 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
Brett Kemp's 4086 Advisors Experience May 2005 - September 2011
Job Associate Portfolio Manager, WoodmenLife
Industry Real Estate
Experience
WoodmenLife July 2013 - Present
WoodmenLife October 2011 - July 2013
4086 Advisors May 2005 - September 2011
Skills
Investment Properties, Investments, Mortgage Lending, Real Estate Economics, Portfolio Management, Financial Analysis, Customer Service, Real Estate, Finance, Asset Management, Due Diligence, Management, Valuation, Leadership
Education
University of Northern Iowa 2001 — 2005
Bachelor’s Degree, Double major in both Finance and Real Estate
WoodmenLife July 2013 - Present
WoodmenLife October 2011 - July 2013
4086 Advisors May 2005 - September 2011
Skills
Investment Properties, Investments, Mortgage Lending, Real Estate Economics, Portfolio Management, Financial Analysis, Customer Service, Real Estate, Finance, Asset Management, Due Diligence, Management, Valuation, Leadership
Education
University of Northern Iowa 2001 — 2005
Bachelor’s Degree, Double major in both Finance and Real Estate
Amy Gibson's 4086 Advisors Experience 2000 - 2007
Job Vice President Director of Investment Strategy & Research at RGA Reinsurance Group of America
Industry Investment Management
Experience
RGA Reinsurance Group of America September 2009 - Present
JPMorgan Chase April 2007 - December 2008
Conseco 2000 - 2007
4086 Advisors 2000 - 2007
Delaware Investments/Lincoln Investment Management 1992 - 2000
Lincoln Financial Group 1988 - 2000
Education
Indiana University—Purdue University Fort Wayne 1989 — 1992
MBA, Finance
RGA Reinsurance Group of America September 2009 - Present
JPMorgan Chase April 2007 - December 2008
Conseco 2000 - 2007
4086 Advisors 2000 - 2007
Delaware Investments/Lincoln Investment Management 1992 - 2000
Lincoln Financial Group 1988 - 2000
Education
Indiana University—Purdue University Fort Wayne 1989 — 1992
MBA, Finance
Kyle R. Pietila's 4086 Advisors Experience May 2011 - April 2014
Job ABS Trader at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets April 2014 - Present
4086 Advisors May 2011 - April 2014
Delaware Investments, a member of the Macquarie Group June 2010 - August 2010
Chicago Mercantile Exchange June 2008 - August 2009
Commercial Defeasance July 2006 - February 2008
Education
Alma College
Bachelor of Arts
University of Illinois at Urbana-Champaign - College of Business
MBA
RBC Capital Markets April 2014 - Present
4086 Advisors May 2011 - April 2014
Delaware Investments, a member of the Macquarie Group June 2010 - August 2010
Chicago Mercantile Exchange June 2008 - August 2009
Commercial Defeasance July 2006 - February 2008
Education
Alma College
Bachelor of Arts
University of Illinois at Urbana-Champaign - College of Business
MBA
Brent Finck's 4086 Advisors Experience 2003 - 2006
Job High Yield Portfolio Manager at Aviva Investors
Industry Financial Services
Experience
Aviva Investors 2013 - Present
Aviva Investors 2008 - 2013
Victory Park Capital 2007 - 2008
Robert W. Baird 2006 - 2007
4086 Advisors 2003 - 2006
Dow AgroSciences 2002 - 2003
Skills
Portfolio Management, Equity Research, Investments, Derivatives, Fixed Income, Asset Management, Financial Modeling, Bloomberg, Hedge Funds
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Aviva Investors 2013 - Present
Aviva Investors 2008 - 2013
Victory Park Capital 2007 - 2008
Robert W. Baird 2006 - 2007
4086 Advisors 2003 - 2006
Dow AgroSciences 2002 - 2003
Skills
Portfolio Management, Equity Research, Investments, Derivatives, Fixed Income, Asset Management, Financial Modeling, Bloomberg, Hedge Funds
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Brian Killigrew's 4086 Advisors Experience October 2006 - November 2007
Job Sr. Systems Engineer at Leidos Health
Industry Hospital & Health Care
Experience
Leidos Health July 2012 - Present
ITT Educational Services, Inc. August 2011 - July 2012
First Advantage February 2008 - August 2011
Nelnet Business Solutions November 2007 - February 2008
4086 Advisors October 2006 - November 2007
Problem Solving Concepts June 2005 - October 2006
Problem Solving Concepts October 2003 - June 2005
Skills
SharePoint, VMware, Active Directory, Windows Server, Microsoft Exchange, DNS, Group Policy, SAN, Software Documentation, VMware ESX, Blackberry Enterprise..., Integration, HTML, Access, Project Management, Technical Support, Security, Firewalls, Servers, System Administration, Disaster Recovery, Hardware, VPN, Storage Area Networks, Networking, SQL, Data Center, Troubleshooting, Cluster, Windows 7, TCP/IP, XP, MySQL, Help Desk Support, IIS, Microsoft SQL Server, DHCP, Network Security, Operating Systems, Software Installation, ITIL, Network Administration
Education
Indiana University Bloomington 1999 — 2003
Bachelor's degree, Informatics
Bishop Chatard High School 1995 — 1999
Leidos Health July 2012 - Present
ITT Educational Services, Inc. August 2011 - July 2012
First Advantage February 2008 - August 2011
Nelnet Business Solutions November 2007 - February 2008
4086 Advisors October 2006 - November 2007
Problem Solving Concepts June 2005 - October 2006
Problem Solving Concepts October 2003 - June 2005
Skills
SharePoint, VMware, Active Directory, Windows Server, Microsoft Exchange, DNS, Group Policy, SAN, Software Documentation, VMware ESX, Blackberry Enterprise..., Integration, HTML, Access, Project Management, Technical Support, Security, Firewalls, Servers, System Administration, Disaster Recovery, Hardware, VPN, Storage Area Networks, Networking, SQL, Data Center, Troubleshooting, Cluster, Windows 7, TCP/IP, XP, MySQL, Help Desk Support, IIS, Microsoft SQL Server, DHCP, Network Security, Operating Systems, Software Installation, ITIL, Network Administration
Education
Indiana University Bloomington 1999 — 2003
Bachelor's degree, Informatics
Bishop Chatard High School 1995 — 1999
Andy Aiello's 4086 Advisors Experience December 2011 - Present
Job AVP at 40|86 Advisors
Industry Real Estate
Experience
4086 Advisors December 2011 - Present
Walker & Dunlop October 2009 - July 2010
Prudential Mortgage Capital June 2001 - August 2009
Skills
Real Estate, Investments, Mortgage Lending, Real Estate Investment, Loans, FHA, Mezzanine, Real Estate Finance, Commercial Real Estate, Loan Origination, Real Estate Economics, Finance, Portfolio Management, Structured Finance, Asset Management, Valuation, Real Estate Financing, Investment Properties
Education
University of Wisconsin-Madison - School of Business 1998 — 2001
BBA, Real Estate
Milwaukee School of Engineering 1996 — 1998
4086 Advisors December 2011 - Present
Walker & Dunlop October 2009 - July 2010
Prudential Mortgage Capital June 2001 - August 2009
Skills
Real Estate, Investments, Mortgage Lending, Real Estate Investment, Loans, FHA, Mezzanine, Real Estate Finance, Commercial Real Estate, Loan Origination, Real Estate Economics, Finance, Portfolio Management, Structured Finance, Asset Management, Valuation, Real Estate Financing, Investment Properties
Education
University of Wisconsin-Madison - School of Business 1998 — 2001
BBA, Real Estate
Milwaukee School of Engineering 1996 — 1998
Ryan Avrett's 4086 Advisors Experience September 2005 - April 2013
Job Investment Research Analyst at RGA
Industry Financial Services
Experience
Reinsurance Group of America, Incorporated March 2014 - Present
4086 Advisors September 2005 - April 2013
Delaware Investments August 2000 - June 2005
Conseco Capital Management June 1999 - July 2000
Citigroup June 1998 - August 1998
Skills
Investments, High Yield, Securities, Fixed Income Analysis, High Yield Bonds, Private Placements, Loans, Credit, Mezzanine, Financial Modeling, Asset Management, Bloomberg, Bonds, Finance, Fixed Income, Portfolio Management
Education
Indiana University Bloomington 1995 — 1999
Bachelors, Business - Finance
Reinsurance Group of America, Incorporated March 2014 - Present
4086 Advisors September 2005 - April 2013
Delaware Investments August 2000 - June 2005
Conseco Capital Management June 1999 - July 2000
Citigroup June 1998 - August 1998
Skills
Investments, High Yield, Securities, Fixed Income Analysis, High Yield Bonds, Private Placements, Loans, Credit, Mezzanine, Financial Modeling, Asset Management, Bloomberg, Bonds, Finance, Fixed Income, Portfolio Management
Education
Indiana University Bloomington 1995 — 1999
Bachelors, Business - Finance
Elizabeth (Lukes) Bennett, CPA's 4086 Advisors Experience January 2012 - April 2013
Job Manager, SEC Reporting at Duke Realty Corporation
Industry Accounting
Experience
Duke Realty Corporation September 2014 - Present
MetLife June 2013 - July 2014
4086 Advisors January 2012 - April 2013
Interactive Intelligence August 2008 - January 2012
Ernst & Young January 2005 - August 2008
Skills
Financial Reporting, Investments, Accounting, Financial Analysis, SEC filings, Sarbanes-Oxley Act, US GAAP, GAAP, General Ledger, Internal Controls, CPA, Financial Modeling, Auditing, Financial Accounting, Forecasting, Revenue Recognition, Financial Statements, Variance Analysis, Internal Audit, Strategic Financial..., Risk Management, Sarbanes-Oxley, SEC Filings
Education
Indiana University - Kelley School of Business 2001 — 2005
Bachelor of Science (B.S.), Accounting
Duke Realty Corporation September 2014 - Present
MetLife June 2013 - July 2014
4086 Advisors January 2012 - April 2013
Interactive Intelligence August 2008 - January 2012
Ernst & Young January 2005 - August 2008
Skills
Financial Reporting, Investments, Accounting, Financial Analysis, SEC filings, Sarbanes-Oxley Act, US GAAP, GAAP, General Ledger, Internal Controls, CPA, Financial Modeling, Auditing, Financial Accounting, Forecasting, Revenue Recognition, Financial Statements, Variance Analysis, Internal Audit, Strategic Financial..., Risk Management, Sarbanes-Oxley, SEC Filings
Education
Indiana University - Kelley School of Business 2001 — 2005
Bachelor of Science (B.S.), Accounting
Jim Klusmeier's 4086 Advisors Experience May 2000 - Present
Job Vice President, Commercial Mortgage at 40|86 Advisors
Industry Investment Management
Experience
4086 Advisors May 2000 - Present
Old National Bank May 1998 - April 2000
Skills
Fixed Income, Asset Management, Investments, Valuation, Financial Modeling, Bloomberg, Asset Managment, Equity Research, Finance
Education
University of Indianapolis - School of Business 1996 — 2000
BS, Finance/Economics
4086 Advisors May 2000 - Present
Old National Bank May 1998 - April 2000
Skills
Fixed Income, Asset Management, Investments, Valuation, Financial Modeling, Bloomberg, Asset Managment, Equity Research, Finance
Education
University of Indianapolis - School of Business 1996 — 2000
BS, Finance/Economics
Spring Ashley, SPHR's 4086 Advisors Experience 2004 - 2006
Job Account Manager at Randstad
Industry Staffing and Recruiting
Experience
Randstad 2006 - Present
Ryder 2006 - Present
4086 Advisors 2004 - 2006
Visteon 2002 - 2004
Delco Remy 1997 - 2001
Roadway Global Air 1994 - 1996
Education
Ball State University - College of Business 1990 — 1994
BS, Management, Human Resources
You know
Bachelor of Science (BS), Human Resources
Randstad 2006 - Present
Ryder 2006 - Present
4086 Advisors 2004 - 2006
Visteon 2002 - 2004
Delco Remy 1997 - 2001
Roadway Global Air 1994 - 1996
Education
Ball State University - College of Business 1990 — 1994
BS, Management, Human Resources
You know
Bachelor of Science (BS), Human Resources
Josh Schwab, CFA, CPA's 4086 Advisors Experience August 2003 - December 2003
Job Director at Pacific Life
Industry Investment Management
Experience
Pacific Life August 2015 - Present
PAAMCO November 2007 - Present
Deutsche Bank Hedgeworks September 2004 - November 2007
4086 Advisors August 2003 - December 2003
Skills
Portfolio Management, Bloomberg, Hedge Funds, Equities, Alternative Investments, Financial Modeling, Financial Analysis, Asset Management, Fixed Income, Valuation
Education
Indiana University - Kelley School of Business 1999 — 2004
BS, Finance and Information Systems
Pacific Life August 2015 - Present
PAAMCO November 2007 - Present
Deutsche Bank Hedgeworks September 2004 - November 2007
4086 Advisors August 2003 - December 2003
Skills
Portfolio Management, Bloomberg, Hedge Funds, Equities, Alternative Investments, Financial Modeling, Financial Analysis, Asset Management, Fixed Income, Valuation
Education
Indiana University - Kelley School of Business 1999 — 2004
BS, Finance and Information Systems
Sara Gomez-Villalta's 4086 Advisors Experience June 2003 - June 2004
Job Experienced Marketing Professional with a solid background in Finance and Techology
Industry Marketing and Advertising
Experience
AUL/OneAmerica Financial Partners Inc. 2012 - Present
Independent Consultant August 2011 - April 2012
Sigma Theta Tau International September 2005 - August 2011
ExactTarget June 2004 - September 2005
4086 Advisors June 2003 - June 2004
4086 Advisors June 2001 - June 2003
4086 Advisors June 1999 - June 2001
Education
Indiana State University - Scott College of Business 1995 — 1999
Bachelors, Finance, Accounting
AUL/OneAmerica Financial Partners Inc. 2012 - Present
Independent Consultant August 2011 - April 2012
Sigma Theta Tau International September 2005 - August 2011
ExactTarget June 2004 - September 2005
4086 Advisors June 2003 - June 2004
4086 Advisors June 2001 - June 2003
4086 Advisors June 1999 - June 2001
Education
Indiana State University - Scott College of Business 1995 — 1999
Bachelors, Finance, Accounting
Brett Cutler's 4086 Advisors Experience January 2008 - January 2013
Job Credit Risk Portfolio Analyst, AVP
Industry Banking
Experience
Rabobank March 2014 - Present
Rabobank November 2012 - March 2014
4086 Advisors January 2008 - January 2013
National City Bank 2006 - 2008
Skills
Credit Risk, Financial Analysis, Fixed Income, Portfolio Management
Education
Purdue University 2000 — 2005
BS, Management
Rabobank March 2014 - Present
Rabobank November 2012 - March 2014
4086 Advisors January 2008 - January 2013
National City Bank 2006 - 2008
Skills
Credit Risk, Financial Analysis, Fixed Income, Portfolio Management
Education
Purdue University 2000 — 2005
BS, Management
Eric Pettway, CFA's 4086 Advisors Experience 1997 - 1997
Job Senior investment Advisor
Industry Investment Management
Experience
PNC Wealth Management February 2013 - Present
PNC Wealth Management October 2009 - January 2013
MacKay Shields 2001 - 2008
New York Life Investment Management 1998 - 2001
4086 Advisors 1997 - 1997
Price Waterhouse Management Consultants 1993 - 1996
Texas Instruments 1991 - 1992
Skills
Portfolio Management, Equities, Asset Managment, Investments, Equity Research, Asset Allocation, Investment Strategies, Alternative Investments, Hedge Funds, Investment Management, Fixed Income, Mutual Funds, Investment Advisory, Financial Modeling, Valuation, Bloomberg, Securities, Financial Analysis, Capital Markets, Bonds, Equity Valuation, Finance, Asset Management, Wealth Management, Derivatives, ETFs
Education
Indiana University - Kelley School of Business 2006 — 2008
MBA, Finance
Indiana University - Kelley School of Business 1988 — 1993
BS, Computer Information Systems
PNC Wealth Management February 2013 - Present
PNC Wealth Management October 2009 - January 2013
MacKay Shields 2001 - 2008
New York Life Investment Management 1998 - 2001
4086 Advisors 1997 - 1997
Price Waterhouse Management Consultants 1993 - 1996
Texas Instruments 1991 - 1992
Skills
Portfolio Management, Equities, Asset Managment, Investments, Equity Research, Asset Allocation, Investment Strategies, Alternative Investments, Hedge Funds, Investment Management, Fixed Income, Mutual Funds, Investment Advisory, Financial Modeling, Valuation, Bloomberg, Securities, Financial Analysis, Capital Markets, Bonds, Equity Valuation, Finance, Asset Management, Wealth Management, Derivatives, ETFs
Education
Indiana University - Kelley School of Business 2006 — 2008
MBA, Finance
Indiana University - Kelley School of Business 1988 — 1993
BS, Computer Information Systems
Eddy Piedra's 4086 Advisors Experience February 2008 - Present
Job VP Leveraged Loans at 40|86 Advisors
Industry Investment Management
Experience
4086 Advisors February 2008 - Present
SunTrust Robinson Humphrey July 1996 - January 2008
SunTrust Robinson Humphrey Capital Markets 1996 - 2008
SunTrust Robinson Humphrey Capital Markets 1996 - 2008
SunTrust Bank 1996 - 2008
Skills
Securitization, Structured Products, Trading, Investments, Asset Management, Alternative Investments, Leveraged Finance, Portfolio Management, Structured Finance, Bonds, Capital Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Loans, Valuation
Education
Emory University - Goizueta Business School 2000 — 2003
MBA
Florida International University 1992 — 1996
BA, Liberal Studies
Florida International University - College of Business 1992 — 1996
BBA, Finance
4086 Advisors February 2008 - Present
SunTrust Robinson Humphrey July 1996 - January 2008
SunTrust Robinson Humphrey Capital Markets 1996 - 2008
SunTrust Robinson Humphrey Capital Markets 1996 - 2008
SunTrust Bank 1996 - 2008
Skills
Securitization, Structured Products, Trading, Investments, Asset Management, Alternative Investments, Leveraged Finance, Portfolio Management, Structured Finance, Bonds, Capital Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Loans, Valuation
Education
Emory University - Goizueta Business School 2000 — 2003
MBA
Florida International University 1992 — 1996
BA, Liberal Studies
Florida International University - College of Business 1992 — 1996
BBA, Finance
David Worniak's 4086 Advisors Experience July 2014 - Present
Job Sr. Investment Research Analyst at 40|86 Advisors
Industry Investment Management
Experience
4086 Advisors July 2014 - Present
4086 Advisors August 2013 - July 2014
BMO Capital Markets July 2013 - August 2013
BMO Capital Markets January 2012 - July 2013
Harris Bank August 2010 - January 2012
Harris Bank March 2009 - August 2010
Harris Bank July 2006 - March 2009
HSBC May 2005 - August 2005
Alpha Baking May 2004 - August 2004
Skills
Credit Analysis, Commercial Banking, Underwriting, Financial Analysis, Banking, Credit, Portfolio Management, Financial Modeling, Credit Risk, Intex, Private Placements, Bonds, Risk Management, Risk, Capital Markets, Compliance, Risk Analysis, Asset Backed Securities, Moody's KMV, Due Diligence, Financial Risk, Finance, Loans, Securities, LBO, Investments
Education
CFA Institute
Level III Candidate in the CFA Program
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
MBA, Finance, Change & Leadership Management
Purdue University 2001 — 2005
Management, Finance, Marketing
Queensland University of Technology 2003 — 2003
Management
Benet Academy 1998 — 2001
4086 Advisors July 2014 - Present
4086 Advisors August 2013 - July 2014
BMO Capital Markets July 2013 - August 2013
BMO Capital Markets January 2012 - July 2013
Harris Bank August 2010 - January 2012
Harris Bank March 2009 - August 2010
Harris Bank July 2006 - March 2009
HSBC May 2005 - August 2005
Alpha Baking May 2004 - August 2004
Skills
Credit Analysis, Commercial Banking, Underwriting, Financial Analysis, Banking, Credit, Portfolio Management, Financial Modeling, Credit Risk, Intex, Private Placements, Bonds, Risk Management, Risk, Capital Markets, Compliance, Risk Analysis, Asset Backed Securities, Moody's KMV, Due Diligence, Financial Risk, Finance, Loans, Securities, LBO, Investments
Education
CFA Institute
Level III Candidate in the CFA Program
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
MBA, Finance, Change & Leadership Management
Purdue University 2001 — 2005
Management, Finance, Marketing
Queensland University of Technology 2003 — 2003
Management
Benet Academy 1998 — 2001
Dan Spurgeon's 4086 Advisors Experience 1997 - 2004
Job Vice President Operations at Reams Asset Management
Industry Investment Management
Experience
Reams Asset Management 2004 - Present
40/86 Advisors 1997 - 2004
Skills
Fixed Income, Employee Benefits, Portfolio Management, Investment Management, Equities
Education
Purdue University - Krannert School of Management 1992 — 1996
Purdue University
Reams Asset Management 2004 - Present
40/86 Advisors 1997 - 2004
Skills
Fixed Income, Employee Benefits, Portfolio Management, Investment Management, Equities
Education
Purdue University - Krannert School of Management 1992 — 1996
Purdue University
David Paavola's 4086 Advisors Experience May 2006 - August 2008
Job Assistant Attorney General at South Carolina Office of the Attorney General
Industry Law Practice
Experience
South Carolina Office of the Attorney General March 2015 - Present
Nelson Mullins November 2012 - February 2015
AgFirst Farm Credit Bank November 2008 - August 2009
4086 Advisors May 2006 - August 2008
Five Star Bank June 2003 - April 2006
Education
University of South Carolina School of Law 2009 — 2012
J.D., Law
Baylor University - Hankamer School of Business 1998 — 2002
BBA, Financial Services & Planning
South Carolina Office of the Attorney General March 2015 - Present
Nelson Mullins November 2012 - February 2015
AgFirst Farm Credit Bank November 2008 - August 2009
4086 Advisors May 2006 - August 2008
Five Star Bank June 2003 - April 2006
Education
University of South Carolina School of Law 2009 — 2012
J.D., Law
Baylor University - Hankamer School of Business 1998 — 2002
BBA, Financial Services & Planning
Kelly McNairy's 4086 Advisors Experience May 2000 - December 2003
Job
Industry Investment Banking
Experience
KeyBanc Capital Markets Inc. October 2011 - Present
City Securities Corporation 2004 - October 2011
4086 Advisors May 2000 - December 2003
Education
Purdue University
KeyBanc Capital Markets Inc. October 2011 - Present
City Securities Corporation 2004 - October 2011
4086 Advisors May 2000 - December 2003
Education
Purdue University
Jeffrey Hobbs's 4086 Advisors Experience June 2006 - June 2012
Job Senior Insurance Portfolio Manager
Industry Investment Management
Experience
Voya Investment Management July 2012 - Present
4086 Advisors June 2006 - June 2012
Skills
Fixed Income
Education
The University of Chicago Booth School of Business 2008 — 2011
MBA, Finance & Economics
University of Oklahoma - Price College of Business 2001 — 2005
BBA, Finance & Accounting
Voya Investment Management July 2012 - Present
4086 Advisors June 2006 - June 2012
Skills
Fixed Income
Education
The University of Chicago Booth School of Business 2008 — 2011
MBA, Finance & Economics
University of Oklahoma - Price College of Business 2001 — 2005
BBA, Finance & Accounting
Jerimy Horner's 4086 Advisors Experience 2008 - Present
Job Portfolio Manager at 40|86 Advisors
Industry Investment Management
Experience
4086 Advisors 2008 - Present
4086 Advisors 2006 - 2008
4086 Advisors 2003 - 2006
Conseco Capital Management 1999 - 2003
Wells Fargo Investments 1998 - 1999
Skills
Fixed Income, Portfolio Management, RMBS, CMBS, ABS, Asset Management
Education
Ball State University 1995 — 1998
B.S., Finance
Olivet Nazarene University 1993 — 1994
4086 Advisors 2008 - Present
4086 Advisors 2006 - 2008
4086 Advisors 2003 - 2006
Conseco Capital Management 1999 - 2003
Wells Fargo Investments 1998 - 1999
Skills
Fixed Income, Portfolio Management, RMBS, CMBS, ABS, Asset Management
Education
Ball State University 1995 — 1998
B.S., Finance
Olivet Nazarene University 1993 — 1994
Trey Harrison CFA, ASA, MAAA's 4086 Advisors Experience July 2005 - November 2010
Job Fixed Income Analyst / Actuary at Reams Asset Management
Industry Investment Management
Experience
Reams Asset Management November 2010 - Present
4086 Advisors July 2005 - November 2010
CNO Financial Group September 2000 - July 2005
Unum June 1996 - September 2000
Skills
Fixed Income, Bloomberg, Portfolio Management, Asset Allocation, Bonds
Education
Georgia State University - J. Mack Robinson College of Business 1993 — 1996
MAS, Actuarial Science
Georgia Southern University 1988 — 1993
BBA, Finance
Reams Asset Management November 2010 - Present
4086 Advisors July 2005 - November 2010
CNO Financial Group September 2000 - July 2005
Unum June 1996 - September 2000
Skills
Fixed Income, Bloomberg, Portfolio Management, Asset Allocation, Bonds
Education
Georgia State University - J. Mack Robinson College of Business 1993 — 1996
MAS, Actuarial Science
Georgia Southern University 1988 — 1993
BBA, Finance
Ellen Hatton's 4086 Advisors Experience April 2009 - April 2012
Job Senior Business Risk Analyst at CNO Financial Group
Industry Financial Services
Experience
CNO Financial Group March 2014 - Present
CNO Financial Group April 2012 - March 2014
4086 Advisors April 2009 - April 2012
National Collegiate Athletic Association January 2009 - May 2009
Skills
Analysis, Risk Assessment, Operational Risk..., Risk Management, Dashboarding, Financial Analysis
Education
Indiana University-Purdue University at Indianapolis 2007 — 2009
MLS, Library Science
CNO Financial Group March 2014 - Present
CNO Financial Group April 2012 - March 2014
4086 Advisors April 2009 - April 2012
National Collegiate Athletic Association January 2009 - May 2009
Skills
Analysis, Risk Assessment, Operational Risk..., Risk Management, Dashboarding, Financial Analysis
Education
Indiana University-Purdue University at Indianapolis 2007 — 2009
MLS, Library Science
Wayne Nelis's 4086 Advisors Experience 2003 - 2007
Job Senior Vice President at City Real Estate Advisors
Industry Real Estate
Experience
City Real Estate Advisors, Inc. March 2007 - Present
4086 Advisors 2003 - 2007
Skills
Property Management, Investment Properties, Real Estate Transactions, Real Estate Economics, Tax Credits, LIHTC, Asset Management, Due Diligence, Real Estate Development, Affordable Housing, Real Estate Financing, Disposition, Apartments, Financial Analysis, Investments
Education
University of Indianapolis 1978 — 1980
Master of Business Administration (MBA)
City Real Estate Advisors, Inc. March 2007 - Present
4086 Advisors 2003 - 2007
Skills
Property Management, Investment Properties, Real Estate Transactions, Real Estate Economics, Tax Credits, LIHTC, Asset Management, Due Diligence, Real Estate Development, Affordable Housing, Real Estate Financing, Disposition, Apartments, Financial Analysis, Investments
Education
University of Indianapolis 1978 — 1980
Master of Business Administration (MBA)
vamsi krishna gorantla's 4086 Advisors Experience December 2013 - Present
Job Sr. Software Engineer at CNO IT Services
Industry Computer Software
Experience
4086 Advisors December 2013 - Present
Bruno's June 2011 - December 2013
Clinapps November 2009 - June 2011
LGS GLOBAL LIMITED October 2006 - November 2009
Skills
Oracle, PL/SQL, Oracle Applications, Microsoft SQL Server, Business Objects, Databases, Requirements Analysis, SQL, SDLC, Shell Scripting, ETL, Business Intelligence, Unix, Unix Shell Scripting, oracle bi publisher, Data Warehousing, OBIEE, Oracle BIEE
Education
Osmania University 2006 — 2008
MCA, Computer Science
VIGNAN 1998 — 1998
SSC
VIGNAN 1995 — 1998
SSC
4086 Advisors December 2013 - Present
Bruno's June 2011 - December 2013
Clinapps November 2009 - June 2011
LGS GLOBAL LIMITED October 2006 - November 2009
Skills
Oracle, PL/SQL, Oracle Applications, Microsoft SQL Server, Business Objects, Databases, Requirements Analysis, SQL, SDLC, Shell Scripting, ETL, Business Intelligence, Unix, Unix Shell Scripting, oracle bi publisher, Data Warehousing, OBIEE, Oracle BIEE
Education
Osmania University 2006 — 2008
MCA, Computer Science
VIGNAN 1998 — 1998
SSC
VIGNAN 1995 — 1998
SSC
Nael Wahaidi's 4086 Advisors Experience 2003 - 2006
Job Vice President at Delaware Investments, a member of the Macquarie Group
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group 2006 - Present
4086 Advisors 2003 - 2006
4086 Advisors 1998 - 2003
Skills
Fixed Income, Portfolio Management, Investments, Bonds, Bloomberg, Asset Managment, Trading, Hedge Funds, Equities, Capital Markets, Financial Modeling, Derivatives, Securities, Valuation, Asset Management, Alternative Investments
Education
Indiana Wesleyan University 2003 — 2005
Master, Business Administration
University of Iowa 1994 — 1997
B.S.E., Biomedical Engineering
Delaware Investments, a member of the Macquarie Group 2006 - Present
4086 Advisors 2003 - 2006
4086 Advisors 1998 - 2003
Skills
Fixed Income, Portfolio Management, Investments, Bonds, Bloomberg, Asset Managment, Trading, Hedge Funds, Equities, Capital Markets, Financial Modeling, Derivatives, Securities, Valuation, Asset Management, Alternative Investments
Education
Indiana Wesleyan University 2003 — 2005
Master, Business Administration
University of Iowa 1994 — 1997
B.S.E., Biomedical Engineering
Kevin Pike's 4086 Advisors Experience June 2011 - Present
Job Senior Research Analyst at 40/86 Advisors
Industry Investment Management
Experience
40/86 Advisors June 2011 - Present
Thrivent Asset Management July 2008 - July 2011
Northwest Area Foundation December 2007 - May 2008
Carlson School Fixed Income Fund May 2007 - May 2008
Guidant 2004 - 2006
Skills
Fixed Income, Financial Modeling, Valuation, Portfolio Management, Investments, Financial Analysis, Equities, Equity Research, Asset Managment, Bloomberg, Securities, Strategic Financial..., Corporate Finance, Risk Management, Bloomberg Terminal, Asset Management, Bonds, Mutual Funds
Education
University of Minnesota - Carlson School of Management 2006 — 2008
MBA, Finance
Purdue University 1998 — 2003
BS, Computer Technology, Business Minor
40/86 Advisors June 2011 - Present
Thrivent Asset Management July 2008 - July 2011
Northwest Area Foundation December 2007 - May 2008
Carlson School Fixed Income Fund May 2007 - May 2008
Guidant 2004 - 2006
Skills
Fixed Income, Financial Modeling, Valuation, Portfolio Management, Investments, Financial Analysis, Equities, Equity Research, Asset Managment, Bloomberg, Securities, Strategic Financial..., Corporate Finance, Risk Management, Bloomberg Terminal, Asset Management, Bonds, Mutual Funds
Education
University of Minnesota - Carlson School of Management 2006 — 2008
MBA, Finance
Purdue University 1998 — 2003
BS, Computer Technology, Business Minor
Nancy McKendry's 4086 Advisors Experience 1994 - 2005
Job Experienced Executive Assistant
Industry Construction
Experience
Casey Industrial, Inc. February 2007 - December 2011
4086 Advisors 1994 - 2005
Skills
Microsoft Excel, Microsoft Office, Adobe Acrobat, PowerPoint
Education
The Ohio State University
B.S., Elementary Education
Casey Industrial, Inc. February 2007 - December 2011
4086 Advisors 1994 - 2005
Skills
Microsoft Excel, Microsoft Office, Adobe Acrobat, PowerPoint
Education
The Ohio State University
B.S., Elementary Education
Anna Ringo-Short's 4086 Advisors Experience 1998 - Present
Job
Industry Financial Services
Experience
4086 Advisors 1998 - Present
Skills
Risk Management, Securities, Investments, Mergers & Acquisitions, Financial Modeling, Asset Management, Portfolio Management, Bloomberg, Insurance, Finance, Budgets, Due Diligence, Financial Analysis, Strategic Planning, Management, Hedge Funds, Leadership
Education
Carmel High School
Indiana University - Kelley School of Business
4086 Advisors 1998 - Present
Skills
Risk Management, Securities, Investments, Mergers & Acquisitions, Financial Modeling, Asset Management, Portfolio Management, Bloomberg, Insurance, Finance, Budgets, Due Diligence, Financial Analysis, Strategic Planning, Management, Hedge Funds, Leadership
Education
Carmel High School
Indiana University - Kelley School of Business
Theresa (Teri) Hamer's 4086 Advisors Experience September 2000 - April 2005
Job Controller at National Conference of Insurance Guaranty Funds
Industry Nonprofit Organization Management
Experience
National Conference of Insurance Guaranty Funds May 2010 - Present
St Vincent's Health October 2009 - April 2010
Village Pantry, LLC April 2008 - July 2009
RCI April 2005 - March 2008
4086 Advisors September 2000 - April 2005
Union Acceptance Corporation January 2000 - September 2000
Kerber, Eck, and Braeckel January 1998 - January 2000
Skills
Month End Close, Payroll, Committee Management, Financial Reporting, Budgeting, Forecasting, Analysis, Variance Analysis, Finance, Budgets, Internal Audit, Management, Financial Statements, Financial Forecasting
Education
Illinois State University 1995 — 1997
Master of Science, Accounting
Southern Illinois University, Carbondale 1990 — 1994
Bachelor of Science, Industrial Technology
National Conference of Insurance Guaranty Funds May 2010 - Present
St Vincent's Health October 2009 - April 2010
Village Pantry, LLC April 2008 - July 2009
RCI April 2005 - March 2008
4086 Advisors September 2000 - April 2005
Union Acceptance Corporation January 2000 - September 2000
Kerber, Eck, and Braeckel January 1998 - January 2000
Skills
Month End Close, Payroll, Committee Management, Financial Reporting, Budgeting, Forecasting, Analysis, Variance Analysis, Finance, Budgets, Internal Audit, Management, Financial Statements, Financial Forecasting
Education
Illinois State University 1995 — 1997
Master of Science, Accounting
Southern Illinois University, Carbondale 1990 — 1994
Bachelor of Science, Industrial Technology
Neal Knies, CFA's 4086 Advisors Experience May 2011 - August 2011
Job Analyst at Cincinnati Asset Management
Industry Investment Management
Experience
Cincinnati Asset Management May 2012 - Present
4086 Advisors May 2011 - August 2011
Fifth Third Bank June 2009 - August 2010
Aleris International July 2008 - April 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Equity Research, DCF, Corporate Finance, Equity Valuation, Finance, Equities, Portfolio Management, Microsoft Excel, Accounting, Capital IQ, Mutual Funds
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA, Finance
Marian College 2004 — 2008
B.A., Mathematics
Cincinnati Asset Management May 2012 - Present
4086 Advisors May 2011 - August 2011
Fifth Third Bank June 2009 - August 2010
Aleris International July 2008 - April 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Equity Research, DCF, Corporate Finance, Equity Valuation, Finance, Equities, Portfolio Management, Microsoft Excel, Accounting, Capital IQ, Mutual Funds
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA, Finance
Marian College 2004 — 2008
B.A., Mathematics
Nancy Jasperson's 4086 Advisors Experience June 2005 - July 2007
Job Administrative at Bank of America
Industry Banking
Experience
NextEra Energy June 2014 - Present
Bank of America October 2007 - June 2014
4086 Advisors June 2005 - July 2007
Hylant Group August 2002 - December 2004
Skills
Banking, Customer Service, Excel, PowerPoint, Accounts Payable, Contracts Review, Data Analysis, Operational Excellence
Education
Florida Atlantic University 2010 — 2014
MACC, Accounting
Boston College 1998 — 2002
BA, Psychology
NextEra Energy June 2014 - Present
Bank of America October 2007 - June 2014
4086 Advisors June 2005 - July 2007
Hylant Group August 2002 - December 2004
Skills
Banking, Customer Service, Excel, PowerPoint, Accounts Payable, Contracts Review, Data Analysis, Operational Excellence
Education
Florida Atlantic University 2010 — 2014
MACC, Accounting
Boston College 1998 — 2002
BA, Psychology
Matthew Siler's 4086 Advisors Experience September 2013 - March 2014
Job Tax Accountant at CNO Financial Group
Industry Financial Services
Experience
CNO Financial Group March 2014 - Present
4086 Advisors September 2013 - March 2014
Valeo Financial Advisors LLC May 2013 - August 2013
Archdiocese of Indianapolis January 2013 - May 2013
CVS Pharmacy June 2009 - March 2012
Best Buy October 2007 - February 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Public Speaking, Customer Service, Social Media, Photoshop, Teamwork, English, Leadership
Education
Butler University 2009 — 2013
Bachelor of Science (BS), International Business
Butler University
CNO Financial Group March 2014 - Present
4086 Advisors September 2013 - March 2014
Valeo Financial Advisors LLC May 2013 - August 2013
Archdiocese of Indianapolis January 2013 - May 2013
CVS Pharmacy June 2009 - March 2012
Best Buy October 2007 - February 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Public Speaking, Customer Service, Social Media, Photoshop, Teamwork, English, Leadership
Education
Butler University 2009 — 2013
Bachelor of Science (BS), International Business
Butler University
Amy Rawlinson's 4086 Advisors Experience August 2007 - July 2008
Job Office Manager at Heritage Home Health Services, LLC
Industry Hospital & Health Care
Experience
Heritage Home Health Services, LLC January 2015 - Present
TriCare Rehab, LLC October 2011 - Present
ADDIT, LLC July 2008 - October 2011
4086 Advisors August 2007 - July 2008
4086 Advisors October 2000 - August 2007
Education
Marian University
Bachelor, Business
Heritage Home Health Services, LLC January 2015 - Present
TriCare Rehab, LLC October 2011 - Present
ADDIT, LLC July 2008 - October 2011
4086 Advisors August 2007 - July 2008
4086 Advisors October 2000 - August 2007
Education
Marian University
Bachelor, Business
Kevin Salsbery, CFA's 4086 Advisors Experience 2001 - 2004
Job Fixed Income Analyst at Reams Asset Management
Industry Financial Services
Experience
Reams Asset Management September 2004 - Present
4086 Advisors 2001 - 2004
Education
Taylor University 1997 — 2001
BS, Business Systems
Reams Asset Management September 2004 - Present
4086 Advisors 2001 - 2004
Education
Taylor University 1997 — 2001
BS, Business Systems
Katie Bonner's 4086 Advisors Experience Life Skills CoordinatorBradley UniversityNovember 2005 - May 2007
Job Executive Administrative Assistant at 40|86 Advisors
Industry Investment Management
Experience
4086 Advisors Life Skills CoordinatorBradley UniversityNovember 2005 - May 2007
Education
Michigan State University 1998 — 2003
BS Psychology and Kinesiology, Psychology and Kinesiology
4086 Advisors Life Skills CoordinatorBradley UniversityNovember 2005 - May 2007
Education
Michigan State University 1998 — 2003
BS Psychology and Kinesiology, Psychology and Kinesiology
Andrew Quinet's 4086 Advisors Experience May 2012 - April 2015
Job Associate Portfolio Manager at Legal & General Investment Management America
Industry Investment Management
Experience
Legal & General Investment Management America April 2015 - Present
4086 Advisors May 2012 - April 2015
Merrill Lynch May 2011 - August 2011
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (B.S.), Finance
Legal & General Investment Management America April 2015 - Present
4086 Advisors May 2012 - April 2015
Merrill Lynch May 2011 - August 2011
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (B.S.), Finance
Merrit Sacks's 4086 Advisors Experience June 2013 - Present
Job Manager of Investment Finance at 40|86 Advisors
Industry Accounting
Experience
4086 Advisors June 2013 - Present
Deloitte & Touche August 2010 - May 2013
Skills
US GAAP, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Accounting, CPA, SEC filings, Financial Reporting, External Audit, Accounting, Financial Analysis, GAAP, Assurance, Internal Audit, Financial Modeling, Big 4, Sarbanes-Oxley, Business Valuation, Due Diligence
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA in Accounting, Financial Analysis
Indiana University - Kelley School of Business 2005 — 2008
BS Accounting & Finance
4086 Advisors June 2013 - Present
Deloitte & Touche August 2010 - May 2013
Skills
US GAAP, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Accounting, CPA, SEC filings, Financial Reporting, External Audit, Accounting, Financial Analysis, GAAP, Assurance, Internal Audit, Financial Modeling, Big 4, Sarbanes-Oxley, Business Valuation, Due Diligence
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA in Accounting, Financial Analysis
Indiana University - Kelley School of Business 2005 — 2008
BS Accounting & Finance
Tyler Neese's 4086 Advisors Experience December 2014 - Present
Job Investment Analyst at 4086 Advisors
Industry Financial Services
Experience
4086 Advisors December 2014 - Present
Voya Financial August 2013 - December 2014
ING June 2012 - August 2013
Zeeb Land & Development July 2007 - May 2012
ALCO October 2007 - January 2012
ING June 2011 - August 2011
Frank Snyder Financial January 2007 - May 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Investments, Valuation, Customer Service, Teamwork, Research
Education
Murray State University 2008 — 2012
Bachelors of Arts in Finance
Murray State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
4086 Advisors December 2014 - Present
Voya Financial August 2013 - December 2014
ING June 2012 - August 2013
Zeeb Land & Development July 2007 - May 2012
ALCO October 2007 - January 2012
ING June 2011 - August 2011
Frank Snyder Financial January 2007 - May 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Investments, Valuation, Customer Service, Teamwork, Research
Education
Murray State University 2008 — 2012
Bachelors of Arts in Finance
Murray State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Alex Goodwin's 4086 Advisors Experience March 2005 - December 2005
Job Windows System Administrator II at Sallie Mae
Industry Financial Services
Experience
Sallie Mae Home Loans September 2013 - Present
Roche Pharmaceuticals February 2011 - September 2013
Roche Diagnostics January 2006 - February 2011
4086 Advisors March 2005 - December 2005
Skills
Windows Server, Active Directory, System Administration, Service Desk, VMware, IT Service Management, Windows, Data Center, IT Operations, Virtualization, DHCP, Disaster Recovery, Enterprise Architecture, ITIL, Infrastructure, Incident Management, Networking, Operating Systems, Servers, Storage, Troubleshooting, VMware ESX
Education
ITT Technical Institute-Indianapolis 2001 — 2005
Bachelor of Science (BS), Information Systems Security
Sallie Mae Home Loans September 2013 - Present
Roche Pharmaceuticals February 2011 - September 2013
Roche Diagnostics January 2006 - February 2011
4086 Advisors March 2005 - December 2005
Skills
Windows Server, Active Directory, System Administration, Service Desk, VMware, IT Service Management, Windows, Data Center, IT Operations, Virtualization, DHCP, Disaster Recovery, Enterprise Architecture, ITIL, Infrastructure, Incident Management, Networking, Operating Systems, Servers, Storage, Troubleshooting, VMware ESX
Education
ITT Technical Institute-Indianapolis 2001 — 2005
Bachelor of Science (BS), Information Systems Security
David Polson's 4086 Advisors Experience August 2004 - May 2007
Job Portfolio Manager Analyst at AXA Investment Managers
Industry Investment Management
Experience
AXA Investment Managers 2008 - Present
Bear Stearns & Co. May 2007 - June 2008
4086 Advisors August 2004 - May 2007
Credit Suisse 2004 - 2007
Skills
Portfolio Management, Hedge Funds, Equities, Fixed Income, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Asset Allocation, Investments, Investment Banking
Education
New York University, Stern School of Business 1990 — 1992
Master of Business Administration (MBA), Finance
SUNY Binghamton 1983 — 1987
Bachelor of Arts (B.A.), History
AXA Investment Managers 2008 - Present
Bear Stearns & Co. May 2007 - June 2008
4086 Advisors August 2004 - May 2007
Credit Suisse 2004 - 2007
Skills
Portfolio Management, Hedge Funds, Equities, Fixed Income, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Asset Allocation, Investments, Investment Banking
Education
New York University, Stern School of Business 1990 — 1992
Master of Business Administration (MBA), Finance
SUNY Binghamton 1983 — 1987
Bachelor of Arts (B.A.), History
Jordan Fleming's 4086 Advisors Experience
Job System's Analyst at 40|86 Advisors
Industry Financial Services
Experience
4086 Advisors
Skills
SDLC, SQL
Education
Purdue University 2002 — 2007
Computer Science, 2.7
4086 Advisors
Skills
SDLC, SQL
Education
Purdue University 2002 — 2007
Computer Science, 2.7
Kimberly Malik, FLMI, ACS, AIRC, AIAA's 4086 Advisors Experience November 2000 - October 2004
Job Financial Sr. Associate
Industry Financial Services
Experience
BNY Mellon March 2005 - July 2013
4086 Advisors November 2000 - October 2004
CNO Financial Group (formerly Conseco) November 1996 - November 2000
Education
Colorado State University-Global Campus 2014 — 2016
Master of Healthcare Administration and Management, Finance/Business Intelligence
University of Nebraska-Lincoln 1993 — 1995
Business Administration, Economics & Psychology
Southeast Community College 1991 — 1993
Associate's degree - Business Administration, Business Administration
BNY Mellon March 2005 - July 2013
4086 Advisors November 2000 - October 2004
CNO Financial Group (formerly Conseco) November 1996 - November 2000
Education
Colorado State University-Global Campus 2014 — 2016
Master of Healthcare Administration and Management, Finance/Business Intelligence
University of Nebraska-Lincoln 1993 — 1995
Business Administration, Economics & Psychology
Southeast Community College 1991 — 1993
Associate's degree - Business Administration, Business Administration
Sam O'Neill's 4086 Advisors Experience May 2014 - August 2014
Job Investment Banking Analyst at H.C. Wainwright & Co., LLC
Industry Investment Banking
Experience
Merrill Lynch September 2014 - December 2014
4086 Advisors May 2014 - August 2014
Butler University May 2013 - January 2014
RuffaloCODY May 2012 - August 2012
Skills
Time Management, Public Speaking, Sales, Program Management, Microsoft Excel, Sports Coaching, Team Leadership, Business Planning, Research, Coaching, Fundraising, Management, Microsoft Office, Finance, Financial Analysis, Financial Modeling
Education
Butler University 2011 — 2015
Bachelor's degree, Finance, Management Information Systems, Cum Laude
Merrill Lynch September 2014 - December 2014
4086 Advisors May 2014 - August 2014
Butler University May 2013 - January 2014
RuffaloCODY May 2012 - August 2012
Skills
Time Management, Public Speaking, Sales, Program Management, Microsoft Excel, Sports Coaching, Team Leadership, Business Planning, Research, Coaching, Fundraising, Management, Microsoft Office, Finance, Financial Analysis, Financial Modeling
Education
Butler University 2011 — 2015
Bachelor's degree, Finance, Management Information Systems, Cum Laude
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY