American Association of Individual Investors

Industry: Nonprofit organization

Description

The American Association of Individual Investors is a nonprofit organization with about 150,000 members whose purpose is to educate individual investors regarding stock market portfolios, financial planning, and retirement accounts. Tax ID: 36-2976274 Founder: Dr. James Cloonan, PhD Founded: 1978 Headquarters: Chicago, IL Key person: John Bajkowski Type of business: Nonprofit organization

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American Association of Individual Investors Employees

Employee
Years
Job
Industry
Jaclyn McClellan Jaclyn McClellan Greater Chicago Area Details
Jaclyn McClellan's American Association of Individual Investors Experience December 2012 - Present
Job Editor at Computerized Investing
Industry Financial Services
Experience
Computerized Investing   September 2015 - Present
American Association of Individual Investors   December 2012 - Present

Skills
Microsoft Excel, PowerPoint, Team Leadership, Research, Finance, Customer Service, Financial Reporting, Inventory Management, Microsoft Office, Clerical Skills, Customer Relations, Profit & Loss Management, Fast Learning, Organizing, Problem Solving, Analytics, DCF Valuation, Valuation Modeling, Time Management, Financial Analysis, Leadership, Access, Management, Portfolio Management, Risk Management, Investments, Banking, Data Analysis, Financial Modeling, Valuation, Microsoft Word, Teamwork, Social Media, Public Speaking, Social Networking, Facebook, Event Planning, Sales, Marketing, Social Media Marketing, Analysis, Outlook, Corporate Finance, Project Management, Strategic Planning, Budgets, Communication, Accounting, Financial Planning, Business Strategy

Education
DePaul University   2012 — 2014
Bachelors of Science, Finance

David Loeb David Loeb Greater New York City Area Details
David Loeb's American Association of Individual Investors Experience September 2010 - November 2013
Job Controller at Preferred Home Care of New York
Industry Financial Services
Experience
Preferred Home Care of New York  April 2015 - Present
Citizens Financial Group  November 2013 - April 2015
Hertz  July 2013 - November 2013
American Association of Individual Investors   September 2010 - November 2013
Strategic Insight  June 2012 - March 2013
Strategic Insight  May 2011 - November 2012

Skills
Salesforce.com, Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Public Speaking, CRM, Business Development, Financial Services, Marketing, Finance, Account Management, Portfolio Management, Analytics, Mutual Funds, Variance Analysis, Budgets, Budget Forecasts, NetSuite, Microsoft Word, Selling, Financial Analysis, Financial Modeling, Asset Management, Alternative Investments, Hedge Funds, Investment Management, Asset Allocation, Equity Research, Sales

Education
State University of New York at Buffalo - School of Management   2007 — 2010
Bachelors of Science in Business Administration, Finance

Joe Lan Joe Lan Chicago, Illinois Details
Joe Lan's American Association of Individual Investors Experience January 2013 - June 2014
Job MBA Candidate at the University of Michigan Stephen M. Ross School of Business
Industry Management Consulting
Experience
University of Michigan  August 2014 - Present
Roland Berger Strategy Consultants  June 2015 - August 2015
Woodward, Inc.   March 2015 - May 2015
American Association of Individual Investors   January 2013 - June 2014
American Association of Individual Investors   September 2010 - December 2012
Morgan Stanley Smith Barney  November 2009 - October 2010
Morgan Stanley  September 2008 - November 2009

Skills
Portfolio Management, Valuation, Investments, Capital Markets, Asset Allocation, Financial Analysis, Financial Modeling, Finance, Competitive Analysis, Financial Statement..., Strategic Financial..., Retirement Planning, Due Diligence, Analysis, Financial Risk, Economics, Financial Planning, Management, Data Analysis

Education
University of Michigan - Stephen M. Ross School of Business   2014 — 2016
Master of Business Administration (M.B.A.), Strategy & Finance

Keller Graduate School of Management   2008 — 2009
Master of Science (M.S.), Accounting and Financial Management

Northeastern Illinois University   2004 — 2008
Bachelor of Science (B.S.), Finance

David Stowell David Stowell Greater Chicago Area Details
David Stowell's American Association of Individual Investors Experience June 1994 - February 2002
Job Software Developer
Industry Information Technology and Services
Experience
Codifyd  January 2013 - Present
Self-Employed  February 2001 - January 2013
American Association of Individual Investors   June 1994 - February 2002
Tripp Lite  June 1993 - June 1994
Wisc. Dept. of Agriculture, Trade, and Consumer Protection   February 1992 - May 1993
Executemps, Inc.   1989 - 1991

Skills
Visual Basic, Integration, Data Analysis, Java, C#, Software Development, Database Design, DB2, Databases, XML

Education
Illinois State University   2010 — 2011
BS, Applied Computer Science, Music

Lou Annacone Lou Annacone Austin, Texas Area Details
Lou Annacone's American Association of Individual Investors Experience January 2011 - Present
Job Austin Chapters Military Officers and Individual Investors Associations President.
Industry Executive Office
Experience
Military Officers Association of America (MOAA)   January 2012 - Present
American Association of Individual Investors   January 2011 - Present
5 Fortune 100s   January 1968 - February 2006

Skills
Swing Trading, Asset Based Long Term..., Customer Service, Retirement Planning, Strategic Planning, MetaTrader, Corporate Finance, Automated Trading, Investments, Strategic Financial..., Business Planning, Program Management, Business Development, Leadership, Aging in Place, Alternative Investments, Negotiation, Business Strategy, Entrepreneurship, Finance, Small Business, New Business Development, Insurance, Long-term Care, Investment Advisory, Trading, Start-ups

Education
Boston University   1960 — 1966
Bachelor's degree

Curtis Smith, CFP® Curtis Smith, CFP® Houston, Texas Area Details
Curtis Smith, CFP®'s American Association of Individual Investors Experience 1991 - 1998
Job Managing Director Central/Midwest Team at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors  December 2014 - Present
Houston Estate and Financial Forum   1992 - April 2015
Gainer Donnelly Wealth Advisors LLC   July 2013 - November 2014
USAA Wealth Management  February 2011 - June 2013
National Association of Personal Financial Advisors  2007 - February 2012
Interactive Capital Management   September 1991 - February 2011
Interactive Capital Management   1991 - February 2011
American Association of Individual Investors   1991 - 1998
Curtis A. Smith & Associates   August 1980 - September 1991
Institute of Certified Financial Planners   1986 - 1989

Education
College for Financial Planning   1982 — 1984
CFP Designation, Financial Planning

Texas Tech University - Rawls College of Business   1969 — 1974
BBA, Management and Marketing

Clear Creek High School   1966 — 1969

Ian McGregor Ian McGregor Greater Seattle Area Details
Ian McGregor's American Association of Individual Investors Experience June 2007 - July 2007
Job Hill + Knowlton Strategies & Intelligence Analyst at WAANG
Industry Public Relations and Communications
Experience
Hill+Knowlton Strategies  May 2015 - Present
Army National Guard  October 2012 - May 2015
Alaffia  July 2013 - April 2015
Wikistrat  January 2012 - October 2012
Washington Department of Financial Institutions   October 2011 - September 2012
Washington State Department of Commerce  January 2012 - April 2012
Brian Baird for Congress   June 2004 - August 2008
American Association of Individual Investors   June 2007 - July 2007

Skills
International Relations, Politics, Public Relations, Program Management, Political Science, Research, Strategic Communications, Database Administration, Market Research, Qualitative Research, Policy Analysis, Economics, Public Policy, Community Outreach, Financial Analysis, Public Speaking, Social Media, Government, Microsoft Excel, Strategy, Project Management, Business Analysis, Intelligence Analysis, Communication

Education
The University of Edinburgh   2010 — 2011
Msc, International and European Politics

Clark University   2005 — 2009
BA, International Relations

John Bajkowski John Bajkowski Greater Chicago Area Details
John Bajkowski's American Association of Individual Investors Experience 1989 - Present
Job President of AAII
Industry Investment Management
Experience
AAII   PresidentAmerican Association of Individual Investors
American Association of Individual Investors   1989 - Present

Skills
Portfolio Management, Financial Analysis, Asset Management, Investments, Valuation, Leadership, Financial Modeling, Management, Strategic Planning, Business Strategy, Finance, Strategy

Education
DePaul University
Finance

Charles Rotblut, CFA Charles Rotblut, CFA Greater Chicago Area Details
Charles Rotblut, CFA's American Association of Individual Investors Experience October 2009 - Present
Job
Industry Financial Services
Experience
American Association of Individual Investors   October 2009 - Present
Zacks Investment Research  April 2005 - October 2009
Curian Capital, LLC  March 2004 - December 2004
INVESTools  January 2001 - March 2004
INVESTools  September 1998 - January 2001
McClure, Schumacher & Associates   1995 - 1998

Skills
Equities, Investments, SEO, Stocks, Content Management, Web Content, Writing, Portfolio Management, Asset Management, Financial Analysis, Customer Relations, Excel, Strategic Planning, Research, Financial Planning, Microsoft Office, Product Development, PowerPoint, Word, Social Media, Public Speaking, Mutual Funds, Business Strategy, Problem Solving, Competitive Analysis, Valuation, New Business Development, Microsoft Word, Microsoft Excel, Editorial, Equity Research, Social Networking, Public Relations, Strategic Financial..., Investment Management, Newsletters, Bonds, Marketing, Investment Strategies, Blogging, Content Strategy, Product Management, Financial Services, Finance, Securities, Asset Managment, Investor Relations, Economics, Customer Service, Editing

Education
University of Kansas
BS

Fareeha Ali Fareeha Ali Greater Chicago Area Details
Fareeha Ali's American Association of Individual Investors Experience July 2012 - September 2013
Job Editor at Imagination Publishing
Industry Writing and Editing
Experience
Imagination Publishing  November 2014 - Present
Crain's Chicago Business  September 2014 - November 2014
Bloomberg LP  June 2014 - August 2014
Medill News Service  September 2013 - March 2014
American Association of Individual Investors   July 2012 - September 2013
Deals Magazine  May 2011 - July 2012
Columbia Missourian  August 2008 - May 2010
Global Journalist  August 2009 - January 2010

Skills
Editing, Adobe Creative Suite, Stories, Advertising, Writing, Copywriting, Promotions, Social Media, Research, Blogging, Magazines, Journalism, Newspaper, Integrated Marketing, Creative Writing, Economics, Financial Reporting, Public Relations, AP Style

Education
Northwestern University   2013 — 2014
Master of Science (MS), Business journalism

University of Missouri-Columbia   2006 — 2010
Bachelor's degree, Journalism, Economics

Tony Piscotti Tony Piscotti Denver, Colorado Details
Tony Piscotti's American Association of Individual Investors Experience February 2002 - February 2006
Job Senior Demandware Developer at Guthy|Renker in Santa Monica, CA
Industry Internet
Experience
GuthyRenker  April 2014 - Present
NRC Realty & Capital Advisors, LLC   September 2012 - April 2014
Lyons Consulting Group  January 2012 - September 2012
NRC Realty & Capital Advisors, LLC   March 2009 - January 2012
Merchandise Mart Properties, Inc.   December 2006 - September 2008
(Freelance)   February 2006 - December 2006
American Association of Individual Investors   February 2002 - February 2006
(Freelance)   June 2001 - February 2002
Orbit Commerce (acquired by Digital River)   November 1999 - June 2001

Skills
PHP, Codeigniter, MVC Architecture, Version Control SVN, Eclipse PDT, HTML, CSS, JavaScript, jQuery, Web Development, Photoshop, MySQL, AJAX, E-commerce, User Experience, Web Applications, Apache, Dreamweaver, Subversion

Education
Millikin University
BFA

Anna Neher Anna Neher Greater Chicago Area Details
Anna Neher's American Association of Individual Investors Experience November 2010 - June 2012
Job Associate Editor, Cicada at Cricket Media
Industry Publishing
Experience
Cricket Media  November 2013 - Present
Carus Publishing, Cricket Magazine Group, Cobblestone Publishing   June 2012 - October 2013
American Association of Individual Investors   November 2010 - June 2012
Browne & Miller Literary Associates  June 2010 - August 2010
Washington Association of School Administrators   January 2009 - August 2009
Heyday Books  March 2006 - June 2006
Heyday Books  October 2005 - March 2006
Western Washington University  September 2003 - June 2005

Skills
Copywriting, Grammar, Literature, Editorial, Proofreading, Publications

Education
The University of Chicago   2009 — 2010
MA, Humanities

University of Washington   2009 — 2009
Certificate Program in Editing

Western Washington University   2001 — 2005
BA, French

Université de Rennes I   2004 — 2004
Certificate of Advanced Study, French

Evanston Print and Paper Shop

Marika Bonaguidi Marika Bonaguidi Greater Los Angeles Area Details
Marika Bonaguidi's American Association of Individual Investors Experience 2000 - 2007
Job Interactive Media Designer
Industry Information Technology and Services
Experience
Med-IQ  March 2008 - Present
Bonaguidi Designs   2007 - Present
American Association of Individual Investors   2000 - 2007
Voice Newspapers   1998 - 2000

Skills
Dreamweaver, Publishing, Publications, CSS, Photoshop, User Interface Design, HTML, Mac OS X, JavaScript, Social Media, Flash, Content Management, Web Design, Adobe Creative Suite, InDesign, Adobe Fireworks, User Interface, XHTML, OS X, Graphics

Education
Illinois Institute of Art   2003 — 2006
Bachelor of Science (B.S.), Interactive Media Design

Cara Esser, CFA Cara Esser, CFA Greater Chicago Area Details
Cara Esser, CFA's American Association of Individual Investors Experience September 2004 - July 2010
Job CEF Strategist/Senior Analyst Fixed Income Manager Research
Industry Financial Services
Experience
Morningstar  September 2013 - Present
Morningstar  April 2013 - September 2013
Morningstar  July 2010 - April 2013
American Association of Individual Investors   September 2004 - July 2010
Merrill Lynch  June 2003 - August 2003
Edward Jones  June 2002 - August 2002

Skills
Closed-end Funds, Mutual Funds, Fixed Income, Equities, Asset Allocation, Investments, Investment Strategies, Analysis, Options, Financial Analysis, Writing

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2008 — 2010
MBA, Finance, 3.9

University of Missouri-Columbia   2000 — 2004
Bachelors, Finance and Banking, 3.9

Eddie Groberski Eddie Groberski Greater Chicago Area Details
Eddie Groberski's American Association of Individual Investors Experience March 2010 - June 2012
Job Software Engineer at Enablon
Industry Computer Software
Experience
Enablon  June 2012 - Present
American Association of Individual Investors   March 2010 - June 2012
DePaul University  September 2009 - September 2011
Carriage Werks INC   June 2006 - December 2008

Skills
Java, Objective-C, HTML, C++, C, CSS, Perl, Word, Excel, PowerPoint, Photoshop, Dreamweaver, Web Development, Software Engineering, NetBeans, Xcode, iPhone development, Perforce, Git, Windows, Mac OS X, SQL, Access

Education
DePaul University   2008 — 2012
Computer Science, Software Engineering

Grayslake Central   2004 — 2008
Diploma

Wayne A. Thorp, CFA Wayne A. Thorp, CFA Greater Chicago Area Details
Wayne A. Thorp, CFA's American Association of Individual Investors Experience January 2014 - Present
Job Vice President, Senior Financial Analyst at American Association of Individual Investors
Industry Financial Services
Experience
American Association of Individual Investors   January 2014 - Present
Hands of Ahava   2010 - Present
American Association of Individual Investors (AAII)   December 2009 - Present
Computerized Investing   December 2005 - August 2015
AAII   December 2002 - December 2009
American Association of Individual Investors   January 2000 - January 2003
American Association of Individual Investors   April 1997 - December 2002

Skills
Investments, Social Media, Portfolio Management, Research, Financial Analysis, Asset Management, Analysis, Finance, Financial Modeling, Financial Advisory, Technical Analysis, Capital Markets, Management, Valuation, Financial Markets, Equities

Education
DePaul University   1993 — 1997
Bachelor of Science, Finance; Economics

Caro High School   1989 — 1993
Diploma

Alyna Johnson Alyna Johnson Greater Chicago Area Details
Alyna Johnson's American Association of Individual Investors Experience November 1999 - September 2010
Job Coordinator of Publications and Projects at American Dental Association
Industry Publishing
Experience
American Dental Association  September 2010 - Present
American Association of Individual Investors   November 1999 - September 2010

Skills
Non-profits, Nonprofits, Editing, Newsletters, Social Media, Fundraising, Public Relations, Leadership

Education
University of Iowa   1995 — 1999
BA English, BA Journalism

Harry Madorin Harry Madorin Greater Chicago Area Details
Harry Madorin's American Association of Individual Investors Experience January 2007 - Present
Job Senior Vice President at American Association of Individual Investors
Industry Nonprofit Organization Management
Experience
American Association of Individual Investors   January 2007 - Present
American Association of Individual Investors   January 1999 - Present
American Association of Individual Investors   March 1983 - Present
Chicago Postal Customer Council   2000 - 2011
NAUG   January 2009 - December 2009

Skills
Strategic Planning, Competitive Analysis, Business Strategy, Portfolio Management, Social Media, Financial Analysis, New Business Development, Marketing Strategy, Investments, Integrated Marketing, Entrepreneurship, Analytics, Direct Marketing, Strategy, Data Analysis, Business Analysis, CRM, Management, Start-ups, Business Development, Vendor Management, E-commerce, Leadership, Executive Management, Strategic Partnerships, Product Marketing, Cross-functional Team..., SaaS, Lead Generation, Salesforce.com

Education
Old Town School of Folk Music   2011 — 2013

Roosevelt University   1974 — 1976

John Chamberlain, PMP John Chamberlain, PMP Greater Boston Area Details
John Chamberlain, PMP's American Association of Individual Investors Experience 2007 - Present
Job Independent Information Services Professional
Industry Information Services
Experience
Ocean Hill Estates Committee   2010 - Present
American Association of Individual Investors   2007 - Present
Bristol-Myers Squibb Co.  June 1969 - September 2006

Skills
Computer System..., 21 CFR Part 11, GLP, Pharmaceutical Industry, Resource Management, Quality Assurance, Project Management, Cross-functional Team..., Creative Nonfiction..., Validation, Lifesciences, Clinical Development, FDA, Biopharmaceuticals

Education
Syracuse University   1966 — 1997

Donna Meents Donna Meents Miami/Fort Lauderdale Area Details
Donna Meents's American Association of Individual Investors Experience January 1999 - December 2003
Job Coowner at MD Ventures
Industry Legal Services
Experience
MD Ventures   January 2000 - Present
Klein Law Group PLLC   September 2009 - June 2010
American Association of Individual Investors   January 1999 - December 2003

Skills
Marketing Strategy, Event Planning, Sales, New Business Development, Start-ups, Marketing, Sales Management, Strategic Planning, Public Speaking, Employee Relations

Education
University of Illinois at Urbana-Champaign

University of Wisconsin-Oshkosh
BS, Psychology, Business

Janice Richards, CPA, CISA Janice Richards, CPA, CISA Portland, Oregon Area Details
Janice Richards, CPA, CISA's American Association of Individual Investors Experience March 2010 - December 2012
Job Senior Management Auditor, City of Portland
Industry Government Administration
Experience
City of Portland  December 2009 - Present
H&R Block  December 2013 - Present
ISACA Willamette Valley Chapter   June 2013 - June 2015
ISACA Willamette Valley Chapter   July 2011 - June 2013
American Association of Individual Investors   March 2010 - December 2012
ISACA Willamette Valley Chapter   August 2009 - June 2011
Rentrak  July 2008 - September 2009
The First American Corporation  July 2005 - July 2008
Oregon Secretary of State Audits Division  July 1996 - July 2005

Skills
Auditing, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Risk Assessment, Accounting, IT Audit, Financial Reporting, General Ledger, CISA, Process Improvement, Financial Analysis, Data Analysis, Assurance, CPA, COSO, Performance Auditing, Finance

Education
Marquette University   1986 — 1990
BS, Accounting

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