American Association of Individual Investors
Industry: Nonprofit organization
DescriptionThe 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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