Aon Hewitt Investment Consulting
Industry: Company
DescriptionFounded: 1981 Parent organization: Aon Subsidiaries: Aon Hewitt Group Trust,
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Aon Hewitt Investment Consulting Employees
Employee
Years
Job
Industry
Elizabeth Buckton Elizabeth Buckton's Aon Hewitt Investment Consulting Experience June 2013 - March 2015
Job Senior Client Advisor Associate at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking March 2015 - Present
Aon Hewitt Investment Consulting June 2013 - March 2015
UBS Global Asset Management June 2012 - August 2012
Bianco Research, LLC July 2011 - January 2012
Skills
Investments, Bloomberg Terminal, Financial Analysis, Bloomberg, Asset Managment, Market Research, Sales, Credit Analysis, Microsoft Excel, Mutual Funds, Equities, Financial Modeling, Research, Finance, Portfolio Management, Data Analysis
Education
Marquette University 2009 — 2013
Bachelor of Science in Business Administration, Finance and Economics
BMO Private Banking March 2015 - Present
Aon Hewitt Investment Consulting June 2013 - March 2015
UBS Global Asset Management June 2012 - August 2012
Bianco Research, LLC July 2011 - January 2012
Skills
Investments, Bloomberg Terminal, Financial Analysis, Bloomberg, Asset Managment, Market Research, Sales, Credit Analysis, Microsoft Excel, Mutual Funds, Equities, Financial Modeling, Research, Finance, Portfolio Management, Data Analysis
Education
Marquette University 2009 — 2013
Bachelor of Science in Business Administration, Finance and Economics
Jeffrey T. Black Jeffrey T. Black's Aon Hewitt Investment Consulting Experience March 2014 - Present
Job Consultant at Aon Hewitt Investment Consulting
Industry Investment Management
Experience
Aon Hewitt Investment Consulting March 2014 - Present
Becker, Burke Associates June 2005 - February 2014
American Express Financial Advisors 2002 - 2005
IBM 2000 - 2001
Genesys Regional Medical Center 1997 - 1999
Security Federal Credit Union 1996 - 1997
Skills
Capital Markets, Investment Advisory, Alternative Investments, Asset Allocation, Hedge Funds, Financial Services, Finance, Equities, Fixed Income
Education
University of Michigan 1993 — 1996
University of Michigan-Flint
Bachelor of Science, Computer Science
Aon Hewitt Investment Consulting March 2014 - Present
Becker, Burke Associates June 2005 - February 2014
American Express Financial Advisors 2002 - 2005
IBM 2000 - 2001
Genesys Regional Medical Center 1997 - 1999
Security Federal Credit Union 1996 - 1997
Skills
Capital Markets, Investment Advisory, Alternative Investments, Asset Allocation, Hedge Funds, Financial Services, Finance, Equities, Fixed Income
Education
University of Michigan 1993 — 1996
University of Michigan-Flint
Bachelor of Science, Computer Science
Chris Behrns, CFA Chris Behrns, CFA's Aon Hewitt Investment Consulting Experience June 2009 - Present
Job Senior Consultant at Aon Hewitt
Industry Investment Management
Experience
Aon Hewitt Investment Consulting June 2009 - Present
Skills
Business Analysis, Defined Benefit, Pensions, Financial Analysis, Defined Contribution, 403 b, Performance Analysis
Education
Illinois State University 2007 — 2009
Master of Business Administration (M.B.A.)
Illinois State University 2005 — 2007
Bachelor's degree, Finance, General
Aon Hewitt Investment Consulting June 2009 - Present
Skills
Business Analysis, Defined Benefit, Pensions, Financial Analysis, Defined Contribution, 403 b, Performance Analysis
Education
Illinois State University 2007 — 2009
Master of Business Administration (M.B.A.)
Illinois State University 2005 — 2007
Bachelor's degree, Finance, General
Glenn Sapa Glenn Sapa's Aon Hewitt Investment Consulting Experience August 2001 - Present
Job Associate Partner Investment Consulting at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt Investment Consulting August 2001 - Present
Aon Hewitt Investment Consulting August 2001 - Present
Aon Consulting August 2001 - October 2010
Morency, Weible & Sapa January 1974 - August 2001
Skills
Retirement, Defined Benefit, Defined Contribution, Pensions, 401k, Asset Allocation, Investment Strategies, Investment Advisory, Mutual Funds, Investments, ERISA, Pension Funds, Investment Management, Portfolio Management, Asset Management, Financial Services, Alternative Investments, Legal Liability, Employee Benefits, Insurance, Retirement Plan..., Risk Management, Underwriting, Casualty, Professional Liability, Liability, Retirement Planning, Financial Advisory, Workers Compensation, Commercial Insurance, Wealth Management, Property & Casualty...
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Finance
Northern Illinois University 1967 — 1971
BS, Marketing
Aon Hewitt Investment Consulting August 2001 - Present
Aon Hewitt Investment Consulting August 2001 - Present
Aon Consulting August 2001 - October 2010
Morency, Weible & Sapa January 1974 - August 2001
Skills
Retirement, Defined Benefit, Defined Contribution, Pensions, 401k, Asset Allocation, Investment Strategies, Investment Advisory, Mutual Funds, Investments, ERISA, Pension Funds, Investment Management, Portfolio Management, Asset Management, Financial Services, Alternative Investments, Legal Liability, Employee Benefits, Insurance, Retirement Plan..., Risk Management, Underwriting, Casualty, Professional Liability, Liability, Retirement Planning, Financial Advisory, Workers Compensation, Commercial Insurance, Wealth Management, Property & Casualty...
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Finance
Northern Illinois University 1967 — 1971
BS, Marketing
Kristen Doyle Kristen Doyle's Aon Hewitt Investment Consulting Experience June 2005 - Present
Job Partner and Head of Public Pension Funds at Aon Hewitt Investment Consulting
Industry Financial Services
Experience
Aon Hewitt Investment Consulting June 2005 - Present
Opportunity International January 2013 - Present
Opportunity International January 2012 - December 2012
Northern Trust November 2002 - June 2005
Skills
Investment Management, Investments, Finance, Financial Modeling, Financial Services, Project Management, Portfolio Management, Trading, Asset Management, Asset Allocation, Alternative Investments, Accounting, Relationship Management
Education
Denison University 1998 — 2002
BS, Major: Economics, Minor: Spanish
Chartered Financial Analyst
CFA Charterholder
Aon Hewitt Investment Consulting June 2005 - Present
Opportunity International January 2013 - Present
Opportunity International January 2012 - December 2012
Northern Trust November 2002 - June 2005
Skills
Investment Management, Investments, Finance, Financial Modeling, Financial Services, Project Management, Portfolio Management, Trading, Asset Management, Asset Allocation, Alternative Investments, Accounting, Relationship Management
Education
Denison University 1998 — 2002
BS, Major: Economics, Minor: Spanish
Chartered Financial Analyst
CFA Charterholder
John J. Lee John J. Lee's Aon Hewitt Investment Consulting Experience January 1994 - Present
Job Partner at Aon Hewitt Investment Consulting
Industry Financial Services
Experience
Aon Hewitt Investment Consulting January 1994 - Present
Hewitt EnnisKnupp, an Aon Company January 1994 - December 2014
First Investors Corporation 1992 - 1994
Motorola 1990 - 1992
Skills
Investments, Pensions, Management Consulting, Pension Funds, Asset Management, Alternative Investments, Credit, Financial Modeling, Financial Analysis, Management, Defined Benefit, Asset Allocation, Investment Management, Equities, Fixed Income, Real Estate, Defined Contribution
Education
Northwestern University - Kellogg School of Management 1999 — 2002
MBA, Finance and Strategy
The University of Chicago 1986 — 1990
BA, Economics
Aon Hewitt Investment Consulting January 1994 - Present
Hewitt EnnisKnupp, an Aon Company January 1994 - December 2014
First Investors Corporation 1992 - 1994
Motorola 1990 - 1992
Skills
Investments, Pensions, Management Consulting, Pension Funds, Asset Management, Alternative Investments, Credit, Financial Modeling, Financial Analysis, Management, Defined Benefit, Asset Allocation, Investment Management, Equities, Fixed Income, Real Estate, Defined Contribution
Education
Northwestern University - Kellogg School of Management 1999 — 2002
MBA, Finance and Strategy
The University of Chicago 1986 — 1990
BA, Economics
Shari Young Lewis Shari Young Lewis's Aon Hewitt Investment Consulting Experience 2007 - Present
Job Senior Private Equity Consultant Aon Hewitt Investment Consulting
Industry Venture Capital & Private Equity
Experience
Aon Hewitt Investment Consulting 2007 - Present
Sterling Partners 2006 - 2006
Sandbox Industries 2005 - 2005
ThinkEquity Partners 2004 - 2004
Chicago Venture Partners and Clarion Management 2001 - 2003
First Annapolis Consulting and Capital 1999 - 2001
Skills
Venture Capital, Start-ups, Equities, Investments, Growth Capital, Private Equity, Investment Banking, Hedge Funds, Mezzanine, Fund Of Funds
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Business- Concentration in Finance, Accounting, and Entrepreneurship
Emory University - Goizueta Business School 1995 — 1999
BBA, Business- concentration in Finance and Marketing
Semester at Sea 1998 — 1998
Semester abroad
Aon Hewitt Investment Consulting 2007 - Present
Sterling Partners 2006 - 2006
Sandbox Industries 2005 - 2005
ThinkEquity Partners 2004 - 2004
Chicago Venture Partners and Clarion Management 2001 - 2003
First Annapolis Consulting and Capital 1999 - 2001
Skills
Venture Capital, Start-ups, Equities, Investments, Growth Capital, Private Equity, Investment Banking, Hedge Funds, Mezzanine, Fund Of Funds
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Business- Concentration in Finance, Accounting, and Entrepreneurship
Emory University - Goizueta Business School 1995 — 1999
BBA, Business- concentration in Finance and Marketing
Semester at Sea 1998 — 1998
Semester abroad
John Flagel John Flagel's Aon Hewitt Investment Consulting Experience March 2012 - Present
Job Partner at AON Hewitt Investment Consulting
Industry Investment Management
Experience
AON Hewitt Investment Consulting March 2012 - Present
Rogerscasey March 2002 - March 2012
Invesco Ltd. September 1999 - March 2002
Skills
Defined Contribution, Asset Allocation, Defined Benefit, Financial Services, Foundations, Hedge Funds, Investment Strategies, Investments, Management, Mutual Funds, Portfolio Management, Private Equity, Program Management
Education
Georgia State University 1991 — 1993
Master of Science (M.S.), Personal Financial Planning
Miami University 1985 — 1989
Bachelor of Science (B.S.), Accounting
AON Hewitt Investment Consulting March 2012 - Present
Rogerscasey March 2002 - March 2012
Invesco Ltd. September 1999 - March 2002
Skills
Defined Contribution, Asset Allocation, Defined Benefit, Financial Services, Foundations, Hedge Funds, Investment Strategies, Investments, Management, Mutual Funds, Portfolio Management, Private Equity, Program Management
Education
Georgia State University 1991 — 1993
Master of Science (M.S.), Personal Financial Planning
Miami University 1985 — 1989
Bachelor of Science (B.S.), Accounting
Steven Benjamin, CFA Steven Benjamin, CFA's Aon Hewitt Investment Consulting Experience January 2012 - Present
Job Associate Partner at Aon Hewitt Investment Consulting
Industry Investment Management
Experience
Aon Hewitt Investment Consulting January 2012 - Present
Rogerscasey July 2007 - January 2012
GE Commercial Finance July 2006 - July 2007
US Trust July 2005 - July 2006
Bessemer Trust September 2000 - July 2005
Skills
Management, Finance, Asset Management, Portfolio Management, Financial Analysis, Equities, Financial Modeling, Investment Management, Analysis, Investments
Education
Emory University - Goizueta Business School 2011 — 2014
MBA
Arizona State University 1995 — 2000
BS, Finance
Aon Hewitt Investment Consulting January 2012 - Present
Rogerscasey July 2007 - January 2012
GE Commercial Finance July 2006 - July 2007
US Trust July 2005 - July 2006
Bessemer Trust September 2000 - July 2005
Skills
Management, Finance, Asset Management, Portfolio Management, Financial Analysis, Equities, Financial Modeling, Investment Management, Analysis, Investments
Education
Emory University - Goizueta Business School 2011 — 2014
MBA
Arizona State University 1995 — 2000
BS, Finance
Emory Zink Emory Zink's Aon Hewitt Investment Consulting Experience January 2015 - July 2015
Job Fund Analyst at Morningstar
Industry Financial Services
Experience
Morningstar August 2015 - Present
Aon Hewitt Investment Consulting January 2015 - July 2015
Hewitt EnnisKnupp, an Aon Company February 2013 - January 2015
Business Horizons August 2012 - December 2013
Scout Investments June 2011 - August 2011
University of Florida January 2008 - August 2010
Santa Fe College August 2007 - March 2010
Lycée Jacques Prévert September 2005 - May 2006
Skills
Public Speaking, Marketing, Data Analysis, Social Media, Teaching, French, Project Management, Analysis, Research
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA, Finance and Global Business
Dartmouth College 2006 — 2007
MA, Comparative Literature
Indiana University Bloomington 2002 — 2005
BA, Comparative Literature, Art History, and French
Morningstar August 2015 - Present
Aon Hewitt Investment Consulting January 2015 - July 2015
Hewitt EnnisKnupp, an Aon Company February 2013 - January 2015
Business Horizons August 2012 - December 2013
Scout Investments June 2011 - August 2011
University of Florida January 2008 - August 2010
Santa Fe College August 2007 - March 2010
Lycée Jacques Prévert September 2005 - May 2006
Skills
Public Speaking, Marketing, Data Analysis, Social Media, Teaching, French, Project Management, Analysis, Research
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA, Finance and Global Business
Dartmouth College 2006 — 2007
MA, Comparative Literature
Indiana University Bloomington 2002 — 2005
BA, Comparative Literature, Art History, and French
Dave Testore Dave Testore's Aon Hewitt Investment Consulting Experience August 2008 - Present
Job Chief Administrative Officer
Industry Financial Services
Experience
Aon Hewitt Investment Consulting August 2008 - Present
Goldman Sachs October 1999 - August 2008
Crown Golf Properties January 1995 - September 1999
Skills
Investment Advisory, Prime Brokerage, Alternative Investments, Executive Management, Asset Management, Hedge Funds, Asset Managment, Equity Derivatives, Finance, Valuation, Equities, Investments, Investment Management, Risk Management, Management
Education
University of Chicago 2000 — 2003
MBA
Indiana University Bloomington
Bachelor of Science (BS)
Aon Hewitt Investment Consulting August 2008 - Present
Goldman Sachs October 1999 - August 2008
Crown Golf Properties January 1995 - September 1999
Skills
Investment Advisory, Prime Brokerage, Alternative Investments, Executive Management, Asset Management, Hedge Funds, Asset Managment, Equity Derivatives, Finance, Valuation, Equities, Investments, Investment Management, Risk Management, Management
Education
University of Chicago 2000 — 2003
MBA
Indiana University Bloomington
Bachelor of Science (BS)
Katherine Culwell, MSF Katherine Culwell, MSF's Aon Hewitt Investment Consulting Experience July 2014 - Present
Job Investment Analyst at Aon Hewitt Investment Consulting
Industry Financial Services
Experience
Aon Hewitt Investment Consulting July 2014 - Present
Auburn University August 2009 - December 2013
Obermeyer Asset Management Company May 2012 - July 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Research, Coaching, Teamwork
Education
Auburn University 2012 — 2013
Master of Science in Business Administration, Finance
Auburn University, College of Business 2009 — 2012
Bachelor of Science in Business Administration, Finance, Spanish
Highland Park High School 2005 — 2009
Aon Hewitt Investment Consulting July 2014 - Present
Auburn University August 2009 - December 2013
Obermeyer Asset Management Company May 2012 - July 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Research, Coaching, Teamwork
Education
Auburn University 2012 — 2013
Master of Science in Business Administration, Finance
Auburn University, College of Business 2009 — 2012
Bachelor of Science in Business Administration, Finance, Spanish
Highland Park High School 2005 — 2009
Jay Dinunzio Jay Dinunzio's Aon Hewitt Investment Consulting Experience April 2013 - Present
Job Retirement Plan Consultant ♦ ERISA Fiduciary Advisor ♦ Maestro of Group Annuity Contracts
Industry Investment Management
Experience
Aon Hewitt Investment Consulting April 2013 - Present
Dietrich & Associates, Inc. May 2011 - March 2013
Prudential Financial March 2007 - October 2010
Prudential Retirement July 2005 - March 2007
Travelers Life April 2001 - June 2005
Skills
Business Development, Pension Plan Termination, Retirement Consulting, Terminal Funding &..., Defined Benefit Plans, Pension Risk, Annuity Products, Insurance Carrier..., DOL 95-1 "Safest..., Pension Plan De-risking, Investment Management, Liability Driven..., Pension Actuarial..., Stable Value Investments, Defined Contribution..., Annuity Quote Bidding &..., Fixed Income Investments, Annuity Pricing, Social Media Marketing, Pension Settlements, Relationship Management, Thought Leadership, Pensions, Defined Benefit, Retirement Plan..., Employee Benefits, Defined Contribution, Investments, ERISA, Pension Administration, Variable Annuities, Risk Management, Retirement, Financial Risk, LDI, Retirement Planning, Fixed Annuities, Insurance, Fixed Income, Asset Management, Financial Services, Finance, 401k
Education
Syracuse University 1996 — 2000
Political Science
Aon Hewitt Investment Consulting April 2013 - Present
Dietrich & Associates, Inc. May 2011 - March 2013
Prudential Financial March 2007 - October 2010
Prudential Retirement July 2005 - March 2007
Travelers Life April 2001 - June 2005
Skills
Business Development, Pension Plan Termination, Retirement Consulting, Terminal Funding &..., Defined Benefit Plans, Pension Risk, Annuity Products, Insurance Carrier..., DOL 95-1 "Safest..., Pension Plan De-risking, Investment Management, Liability Driven..., Pension Actuarial..., Stable Value Investments, Defined Contribution..., Annuity Quote Bidding &..., Fixed Income Investments, Annuity Pricing, Social Media Marketing, Pension Settlements, Relationship Management, Thought Leadership, Pensions, Defined Benefit, Retirement Plan..., Employee Benefits, Defined Contribution, Investments, ERISA, Pension Administration, Variable Annuities, Risk Management, Retirement, Financial Risk, LDI, Retirement Planning, Fixed Annuities, Insurance, Fixed Income, Asset Management, Financial Services, Finance, 401k
Education
Syracuse University 1996 — 2000
Political Science
Nate Krogman, CFA, CAIA's Aon Hewitt Investment Consulting Experience November 1998 - Present
Job Partner at Aon Hewitt Investment Consulting
Industry Financial Services
Experience
Aon Hewitt Investment Consulting November 1998 - Present
Stratford Advisory Group May 2006 - May 2007
Skills
Asset Allocation, Investments, Pensions, Investment Strategies, Wealth Management, Defined Benefit, Portfolio Management, Asset Management, Investment Management, Alternative Investments, Hedge Funds, Asset Managment, Financial Services, Fixed Income, Valuation, Due Diligence, Equities, Pension Funds, Private Equity, Financial Modeling, Mutual Funds, Retirement, Investment Advisory, 401k, Defined Contribution
Education
Augustana College 1995 — 1999
B.A. Econcomics; B.A. Finance, Economics
Aon Hewitt Investment Consulting November 1998 - Present
Stratford Advisory Group May 2006 - May 2007
Skills
Asset Allocation, Investments, Pensions, Investment Strategies, Wealth Management, Defined Benefit, Portfolio Management, Asset Management, Investment Management, Alternative Investments, Hedge Funds, Asset Managment, Financial Services, Fixed Income, Valuation, Due Diligence, Equities, Pension Funds, Private Equity, Financial Modeling, Mutual Funds, Retirement, Investment Advisory, 401k, Defined Contribution
Education
Augustana College 1995 — 1999
B.A. Econcomics; B.A. Finance, Economics
Sarah (Trombello) Gal Sarah (Trombello) Gal's Aon Hewitt Investment Consulting Experience July 2015 - Present
Job Real Estate Investment Consultant at Aon Hewitt Investment Consulting
Industry Real Estate
Experience
Aon Hewitt Investment Consulting July 2015 - Present
Aon Hewitt Investment Consulting June 2014 - June 2015
CBRE October 2013 - May 2014
CBRE February 2013 - October 2013
Waterton Associates July 2012 - February 2013
Draper and Kramer April 2012 - July 2012
Draper and Kramer June 2011 - April 2012
TTC Realty Group May 2008 - June 2010
RMK Management Corporation 2010 - 2010
Skills
MRI Software, Property Management, Microsoft Office, Lease Administration, Apartments, Leases, Yardi, Commercial Real Estate, Fair Housing, Corporate Real Estate, Asset Management, Facilities Management, Real Estate License, Licensed Illinois Broker, Project Management, Tenant Improvement..., Capital Improvement, Financial Reporting, Budgets, Variance Reports, Accruals, CAM Reconciliation, Vendor Management, Yardi Property...
Education
University of Illinois at Urbana-Champaign 2006 — 2009
Bachelor of Science (BS)
Aon Hewitt Investment Consulting July 2015 - Present
Aon Hewitt Investment Consulting June 2014 - June 2015
CBRE October 2013 - May 2014
CBRE February 2013 - October 2013
Waterton Associates July 2012 - February 2013
Draper and Kramer April 2012 - July 2012
Draper and Kramer June 2011 - April 2012
TTC Realty Group May 2008 - June 2010
RMK Management Corporation 2010 - 2010
Skills
MRI Software, Property Management, Microsoft Office, Lease Administration, Apartments, Leases, Yardi, Commercial Real Estate, Fair Housing, Corporate Real Estate, Asset Management, Facilities Management, Real Estate License, Licensed Illinois Broker, Project Management, Tenant Improvement..., Capital Improvement, Financial Reporting, Budgets, Variance Reports, Accruals, CAM Reconciliation, Vendor Management, Yardi Property...
Education
University of Illinois at Urbana-Champaign 2006 — 2009
Bachelor of Science (BS)
Liz Tuohy Liz Tuohy's Aon Hewitt Investment Consulting Experience October 2014 - August 2015
Job Underwriter at PURE Group of Insurance Companies
Industry Financial Services
Experience
PURE Group of Insurance Companies August 2015 - Present
Aon Hewitt Investment Consulting October 2014 - August 2015
Aon Hewitt Investment Consulting January 2014 - October 2014
Aon Hewitt Investment Consulting July 2012 - December 2013
Cambridge Realty Capital Companies March 2011 - July 2012
PVPower.com October 2009 - September 2010
Village of Oakwood Hills June 2007 - September 2007
YMCA of Metropolitan Chicago June 2006 - September 2006
Skills
Customer Service, Financial Analysis, Excel, PowerPoint, Microsoft Office, Salesforce.com, Goldmine, Photoshop, Microsoft Excel, Valuation, Due Diligence, Financial Modeling, Sales, Training
Education
DePaul University 2008 — 2012
Bachelors of Science, Finance
Universidad Complutense de Madrid 2010 — 2010
Spanish
PURE Group of Insurance Companies August 2015 - Present
Aon Hewitt Investment Consulting October 2014 - August 2015
Aon Hewitt Investment Consulting January 2014 - October 2014
Aon Hewitt Investment Consulting July 2012 - December 2013
Cambridge Realty Capital Companies March 2011 - July 2012
PVPower.com October 2009 - September 2010
Village of Oakwood Hills June 2007 - September 2007
YMCA of Metropolitan Chicago June 2006 - September 2006
Skills
Customer Service, Financial Analysis, Excel, PowerPoint, Microsoft Office, Salesforce.com, Goldmine, Photoshop, Microsoft Excel, Valuation, Due Diligence, Financial Modeling, Sales, Training
Education
DePaul University 2008 — 2012
Bachelors of Science, Finance
Universidad Complutense de Madrid 2010 — 2010
Spanish
Hillary Zitta Hillary Zitta's Aon Hewitt Investment Consulting Experience June 2015 - Present
Job Investment Analyst Intern at McTigue Financial Group
Industry Financial Services
Experience
Aon Hewitt Investment Consulting June 2015 - Present
McTigue Financial Group February 2014 - May 2015
House of Oireachtas (Parliament) September 2013 - December 2013
Marketing Werks May 2013 - August 2013
DePaul University Housing Services August 2012 - June 2013
Skills
Retail Sales, Visual Merchandising, Sales, Customer Service, Merchandising, Retail, Loss Prevention, Cashiering, Time Management, Store Management, Marketing, PowerPoint, Financial Analysis, Social Media, Facebook, Data Entry, Budgets
Education
DePaul University 2011 — 2015
Bachelor of Science, Business Administration; Finance
Highland High School 2007 — 2011
Aon Hewitt Investment Consulting June 2015 - Present
McTigue Financial Group February 2014 - May 2015
House of Oireachtas (Parliament) September 2013 - December 2013
Marketing Werks May 2013 - August 2013
DePaul University Housing Services August 2012 - June 2013
Skills
Retail Sales, Visual Merchandising, Sales, Customer Service, Merchandising, Retail, Loss Prevention, Cashiering, Time Management, Store Management, Marketing, PowerPoint, Financial Analysis, Social Media, Facebook, Data Entry, Budgets
Education
DePaul University 2011 — 2015
Bachelor of Science, Business Administration; Finance
Highland High School 2007 — 2011
Bill Ryan, MBA, SPHR Bill Ryan, MBA, SPHR's Aon Hewitt Investment Consulting Experience January 2015 - Present
Job Associate Partner
Industry Investment Management
Experience
Aon Hewitt Investment Consulting January 2015 - Present
University of California's Office of the Chief Investment Officer of The Regents October 2012 - December 2014
University of California August 2011 - October 2012
University of California Office of the President February 2010 - October 2012
iFlyz LLC. December 2007 - October 2010
University of California, Irvine August 2007 - February 2010
Roth Capital Partners LLC March 2008 - September 2008
University of California, Irvine March 2006 - June 2008
OCTFCU June 2004 - August 2007
SchoolsFirst Federal Credit Union June 2004 - August 2007
Skills
Corporations, Cross-functional Team..., Chartered Financial..., Investments, Capital Structure, Financial Modeling, Financial Analysis, Management, Mergers & Acquisitions, Analysis, Program Management, Strategic Planning, Leadership, Human Resources, Vendor Management, Business Strategy, Performance Management, Project Management, Fixed Income, Employee Benefits, Project Planning, Budgets, Finance, Training, Portfolio Management, Strategic Financial..., Recruiting, Executive Management, Marketing, Financial Services, Strategy, Consulting, Data Analysis, Policy, Competitive Analysis, Risk Management, Equities, Management Consulting, Mutual Funds, Managerial Finance, Negotiation, Hedge Funds, Financial Planning, Asset Management, Valuation, Process Improvement, Due Diligence, Securities
Education
University of California, Irvine 2006 — 2008
MBA, Corporate Finance
University of California, Irvine - The Paul Merage School of Business 2006 — 2008
Master of Business Administration (MBA), Finance and Financial Management Services
Rensselaer Polytechnic Institute 1997 — 2002
BS, Management - Finance
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1997 — 2002
BS, Management
Weston High School 1993 — 1997
Aon Hewitt Investment Consulting January 2015 - Present
University of California's Office of the Chief Investment Officer of The Regents October 2012 - December 2014
University of California August 2011 - October 2012
University of California Office of the President February 2010 - October 2012
iFlyz LLC. December 2007 - October 2010
University of California, Irvine August 2007 - February 2010
Roth Capital Partners LLC March 2008 - September 2008
University of California, Irvine March 2006 - June 2008
OCTFCU June 2004 - August 2007
SchoolsFirst Federal Credit Union June 2004 - August 2007
Skills
Corporations, Cross-functional Team..., Chartered Financial..., Investments, Capital Structure, Financial Modeling, Financial Analysis, Management, Mergers & Acquisitions, Analysis, Program Management, Strategic Planning, Leadership, Human Resources, Vendor Management, Business Strategy, Performance Management, Project Management, Fixed Income, Employee Benefits, Project Planning, Budgets, Finance, Training, Portfolio Management, Strategic Financial..., Recruiting, Executive Management, Marketing, Financial Services, Strategy, Consulting, Data Analysis, Policy, Competitive Analysis, Risk Management, Equities, Management Consulting, Mutual Funds, Managerial Finance, Negotiation, Hedge Funds, Financial Planning, Asset Management, Valuation, Process Improvement, Due Diligence, Securities
Education
University of California, Irvine 2006 — 2008
MBA, Corporate Finance
University of California, Irvine - The Paul Merage School of Business 2006 — 2008
Master of Business Administration (MBA), Finance and Financial Management Services
Rensselaer Polytechnic Institute 1997 — 2002
BS, Management - Finance
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1997 — 2002
BS, Management
Weston High School 1993 — 1997
Dane Hoard Dane Hoard's Aon Hewitt Investment Consulting Experience March 2015 - Present
Job Senior Investment Analyst at Aon Hewitt Investment Consulting
Industry Financial Services
Experience
Aon Hewitt Investment Consulting March 2015 - Present
Aon Hewitt Investment Consulting January 2013 - Present
Sigma Nu Fraternity, Inc. (Theta Kappa Chapter) December 2010 - November 2011
Skills
Performance Analysis, Bloomberg Terminal, Mutual Funds, Institutional..., Financial Analysis, Microsoft Excel, Microsoft Word, Financial Reporting, Merchandising, Retail, Financial Modeling, Corporate Finance, Personal Finance, Quantitative Analytics, Customer Service, Real Estate Financing, Treasury Management, SAP
Education
Georgia Southern University 2008 — 2012
Finance B.B.A, Business Finance, Management
Aon Hewitt Investment Consulting March 2015 - Present
Aon Hewitt Investment Consulting January 2013 - Present
Sigma Nu Fraternity, Inc. (Theta Kappa Chapter) December 2010 - November 2011
Skills
Performance Analysis, Bloomberg Terminal, Mutual Funds, Institutional..., Financial Analysis, Microsoft Excel, Microsoft Word, Financial Reporting, Merchandising, Retail, Financial Modeling, Corporate Finance, Personal Finance, Quantitative Analytics, Customer Service, Real Estate Financing, Treasury Management, SAP
Education
Georgia Southern University 2008 — 2012
Finance B.B.A, Business Finance, Management
Phil Kivarkis Phil Kivarkis's Aon Hewitt Investment Consulting Experience August 2006 - Present
Job U.S. Director, Investment Policy Services at Aon Hewitt Investment Consulting
Industry Investment Management
Experience
Aon Hewitt Investment Consulting August 2006 - Present
Hewitt Associates July 1994 - August 2006
Skills
Pensions, Defined Benefit, Actuarial Science, Actuarial Consulting, Pension Funds, Defined Contribution, ALM, Investment Strategies, Retirement, Alternative Investments, Capital Markets, Fixed Income, Investments, Employee Benefits
Education
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Actuarial Science
Lane Technical High School 1986 — 1990
Aon Hewitt Investment Consulting August 2006 - Present
Hewitt Associates July 1994 - August 2006
Skills
Pensions, Defined Benefit, Actuarial Science, Actuarial Consulting, Pension Funds, Defined Contribution, ALM, Investment Strategies, Retirement, Alternative Investments, Capital Markets, Fixed Income, Investments, Employee Benefits
Education
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Actuarial Science
Lane Technical High School 1986 — 1990
Eric Friedman's Aon Hewitt Investment Consulting Experience January 2010 - Present
Job Associate Partner, Investment Solutions
Industry Financial Services
Experience
Aon Hewitt Investment Consulting January 2010 - Present
Mercer August 2007 - August 2009
Watson Wyatt August 2004 - August 2007
Buck Consultants and predecessor organizations October 2000 - August 2004
Skills
Pensions, Employee Benefits, Investments, Stochastic, ALM, Defined Benefit, Retirement, Risk, Investment Strategies, Actuarial, Actuarial Science, Risk Management, Asset Allocation, Portfolio Management, Financial Analysis, Financial Risk, Alternative Investments, Mutual Funds, Finance, Stochastic Methods, Pension Funds, Valuation, Defined Contribution, Investment Management
Education
University of Iowa 1999 — 2000
M.S., Actuarial Science
Stanford University 1995 — 1999
BS, Math and Economics
Texas Academy of Math and Science (TAMS) 1993 — 1995
Aon Hewitt Investment Consulting January 2010 - Present
Mercer August 2007 - August 2009
Watson Wyatt August 2004 - August 2007
Buck Consultants and predecessor organizations October 2000 - August 2004
Skills
Pensions, Employee Benefits, Investments, Stochastic, ALM, Defined Benefit, Retirement, Risk, Investment Strategies, Actuarial, Actuarial Science, Risk Management, Asset Allocation, Portfolio Management, Financial Analysis, Financial Risk, Alternative Investments, Mutual Funds, Finance, Stochastic Methods, Pension Funds, Valuation, Defined Contribution, Investment Management
Education
University of Iowa 1999 — 2000
M.S., Actuarial Science
Stanford University 1995 — 1999
BS, Math and Economics
Texas Academy of Math and Science (TAMS) 1993 — 1995
Ryan Clancy's Aon Hewitt Investment Consulting Experience November 2011 - Present
Job Consultant @ Aon Hewitt Investment Consulting
Industry Investment Management
Experience
Aon Hewitt Investment Consulting November 2011 - Present
Russell Investments April 2009 - September 2011
Russell Investments January 2008 - April 2009
Russell Investments May 2006 - December 2007
Russell Investments March 2003 - May 2006
Russell Investments October 2000 - February 2003
EES Consulting March 2000 - September 2000
National Basketball Association June 1999 - August 1999
ASSU September 1998 - June 1999
Skills
Investments, Analytics, Process Improvement, Data Analysis, Capital Markets, Budgets, Financial Services, Portfolio Management, Finance, Mutual Funds, Asset Allocation, Product Development, Strategic Partnerships
Education
Seattle University 1997 — 2000
BABA, Finance
Aon Hewitt Investment Consulting November 2011 - Present
Russell Investments April 2009 - September 2011
Russell Investments January 2008 - April 2009
Russell Investments May 2006 - December 2007
Russell Investments March 2003 - May 2006
Russell Investments October 2000 - February 2003
EES Consulting March 2000 - September 2000
National Basketball Association June 1999 - August 1999
ASSU September 1998 - June 1999
Skills
Investments, Analytics, Process Improvement, Data Analysis, Capital Markets, Budgets, Financial Services, Portfolio Management, Finance, Mutual Funds, Asset Allocation, Product Development, Strategic Partnerships
Education
Seattle University 1997 — 2000
BABA, Finance
Chetan Grover, CFA's Aon Hewitt Investment Consulting Experience November 2006 - Present
Job Senior Investment Consultant at Aon Hewitt Investment Consulting
Industry Financial Services
Experience
Hewitt Investment Group November 2006 - Present
Aon Hewitt Investment Consulting November 2006 - Present
Hewitt Associates 2002 - 2006
Nexgenix 2000 - 2001
Nexgenix 2000 - 2001
Skills
Vendor Management, SDLC, Business Analysis, Pensions, Asset Managment, Process Improvement, Investments, Asset Allocation, Investment Management, Asset Management, Defined Benefit, Portfolio Management, 401k, Financial Services, Equities, Retirement, Mutual Funds, Investment Advisory, Alternative Investments
Education
University of Georgia - Terry College of Business 1996 — 2000
BBA, MIS
don bosco
Hewitt Investment Group November 2006 - Present
Aon Hewitt Investment Consulting November 2006 - Present
Hewitt Associates 2002 - 2006
Nexgenix 2000 - 2001
Nexgenix 2000 - 2001
Skills
Vendor Management, SDLC, Business Analysis, Pensions, Asset Managment, Process Improvement, Investments, Asset Allocation, Investment Management, Asset Management, Defined Benefit, Portfolio Management, 401k, Financial Services, Equities, Retirement, Mutual Funds, Investment Advisory, Alternative Investments
Education
University of Georgia - Terry College of Business 1996 — 2000
BBA, MIS
don bosco
Claire Shaughnessy, CFA's Aon Hewitt Investment Consulting Experience January 2010 - Present
Job Partner at Aon Hewitt Investment Consulting
Industry Financial Services
Experience
Aon Hewitt Investment Consulting January 2010 - Present
RogersCasey October 2000 - December 2009
Lazard Asset Management May 1996 - October 2000
Scudder Investments February 1993 - May 1996
AXA Equitable September 1990 - February 1993
Skills
Alternative Investments, Asset Management, Asset Allocation, Investment Strategies, Equities, Hedge Funds, Investments, Investment Management, Mutual Funds, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance
Georgetown University 1985 — 1989
BSBA, Finance
Aon Hewitt Investment Consulting January 2010 - Present
RogersCasey October 2000 - December 2009
Lazard Asset Management May 1996 - October 2000
Scudder Investments February 1993 - May 1996
AXA Equitable September 1990 - February 1993
Skills
Alternative Investments, Asset Management, Asset Allocation, Investment Strategies, Equities, Hedge Funds, Investments, Investment Management, Mutual Funds, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance
Georgetown University 1985 — 1989
BSBA, Finance
Brian Abshire's Aon Hewitt Investment Consulting Experience May 2008 - Present
Job Senior Consultant at Aon Hewitt Investment Consulting
Industry Investment Management
Experience
Aon Hewitt Investment Consulting May 2008 - Present
Louisiana State University August 2006 - December 2007
Best Buy November 2004 - May 2006
Louisiana Department of Education August 2001 - November 2004
Skills
Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Data Analysis, Microsoft Office, Asset Allocation, Risk Management, Valuation, Public Speaking, PowerPoint, Strategic Planning, Customer Service, Equities, Marketing
Education
Louisiana State University 2006 — 2007
MS, Finance
Louisiana State University 2001 — 2005
BS, Information Systems & Decision Sciences
Aon Hewitt Investment Consulting May 2008 - Present
Louisiana State University August 2006 - December 2007
Best Buy November 2004 - May 2006
Louisiana Department of Education August 2001 - November 2004
Skills
Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Data Analysis, Microsoft Office, Asset Allocation, Risk Management, Valuation, Public Speaking, PowerPoint, Strategic Planning, Customer Service, Equities, Marketing
Education
Louisiana State University 2006 — 2007
MS, Finance
Louisiana State University 2001 — 2005
BS, Information Systems & Decision Sciences
Slayden Lee's Aon Hewitt Investment Consulting Experience September 2013 - Present
Job Data Analyst at Aon Hewitt Investment Consulting
Industry Financial Services
Experience
Aon Hewitt Investment Consulting September 2013 - Present
Hewitt EnnisKnupp Inc., An Aon Company February 2013 - September 2013
Merrill Lynch June 2011 - December 2012
The Henssler Financial Group February 2011 - June 2011
Bank of America June 2008 - April 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Data Analysis, Research, SQL, Access Database, Charles River IMS, Eagle PACE, Process Improvement, Python, Statistics
Education
Kennesaw State University - Michael J. Coles College of Business 2007 — 2011
Bachelor of Business Administration (BBA)
Aon Hewitt Investment Consulting September 2013 - Present
Hewitt EnnisKnupp Inc., An Aon Company February 2013 - September 2013
Merrill Lynch June 2011 - December 2012
The Henssler Financial Group February 2011 - June 2011
Bank of America June 2008 - April 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Data Analysis, Research, SQL, Access Database, Charles River IMS, Eagle PACE, Process Improvement, Python, Statistics
Education
Kennesaw State University - Michael J. Coles College of Business 2007 — 2011
Bachelor of Business Administration (BBA)
Joel Brightfield's Aon Hewitt Investment Consulting Experience June 2007 - Present
Job Senior Consultant at Aon Hewitt Investment Consulting
Industry Financial Services
Experience
Aon Hewitt Investment Consulting June 2007 - Present
Indiana Business Bank January 2007 - May 2007
Merrill Lynch June 2006 - August 2006
Skills
Investments, Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Equities, Asset Managment, Due Diligence, Risk Management, Fixed Income, Investment Strategies, Investment Advisory
Education
Washington University in St. Louis - Olin Business School 2014 — 2016
Master of Business Administration (MBA)
Butler University 2003 — 2007
Bachelor of Science
Aon Hewitt Investment Consulting June 2007 - Present
Indiana Business Bank January 2007 - May 2007
Merrill Lynch June 2006 - August 2006
Skills
Investments, Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Equities, Asset Managment, Due Diligence, Risk Management, Fixed Income, Investment Strategies, Investment Advisory
Education
Washington University in St. Louis - Olin Business School 2014 — 2016
Master of Business Administration (MBA)
Butler University 2003 — 2007
Bachelor of Science
Kimberly Cash's Aon Hewitt Investment Consulting Experience June 2013 - Present
Job Investment Analyst at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt Investment Consulting June 2013 - Present
Alpha Kappa Psi Professional Business Fraternity - Alpha Lambda Chapter May 2012 - April 2013
Siemens Industry June 2012 - August 2012
Taylor Community Consulting Project October 2011 - December 2011
Olin Business School August 2011 - December 2011
Alpha Kappa Psi Professional Business Fraternity - Alpha Lambda Chapter August 2010 - December 2011
Siemens Industry June 2011 - October 2011
Skills
Spanish, Strategy, Microsoft Excel, Management, SPSS, Public Speaking, Marketing, Social Media, Data Analysis, Research, Critical Thinking, Investment Research, Fixed Income Analysis, Report Writing, Global Investment..., Finance Consulting, Quantitative Analytics, Statistical Data..., Financial Analysis, Team Leadership, Leadership, Finance, Statistics, Market Research, Bloomberg Terminal, Microsoft Word, Assistant Teaching, Editing, Non-profit Consulting, Process Improvement, PowerPoint, Microsoft Office, Financial Modeling, Analysis
Education
CFA Institute
Chartered Financial Analyst Program
Washington University in St. Louis - Olin Business School 2009 — 2013
BSBA, Finance, Cognitive Science, Spanish
Universidad Carlos III de Madrid 2012 — 2012
Semester Study Abroad, Operations Management, Spanish Language
Aon Hewitt Investment Consulting June 2013 - Present
Alpha Kappa Psi Professional Business Fraternity - Alpha Lambda Chapter May 2012 - April 2013
Siemens Industry June 2012 - August 2012
Taylor Community Consulting Project October 2011 - December 2011
Olin Business School August 2011 - December 2011
Alpha Kappa Psi Professional Business Fraternity - Alpha Lambda Chapter August 2010 - December 2011
Siemens Industry June 2011 - October 2011
Skills
Spanish, Strategy, Microsoft Excel, Management, SPSS, Public Speaking, Marketing, Social Media, Data Analysis, Research, Critical Thinking, Investment Research, Fixed Income Analysis, Report Writing, Global Investment..., Finance Consulting, Quantitative Analytics, Statistical Data..., Financial Analysis, Team Leadership, Leadership, Finance, Statistics, Market Research, Bloomberg Terminal, Microsoft Word, Assistant Teaching, Editing, Non-profit Consulting, Process Improvement, PowerPoint, Microsoft Office, Financial Modeling, Analysis
Education
CFA Institute
Chartered Financial Analyst Program
Washington University in St. Louis - Olin Business School 2009 — 2013
BSBA, Finance, Cognitive Science, Spanish
Universidad Carlos III de Madrid 2012 — 2012
Semester Study Abroad, Operations Management, Spanish Language
Jeanna Cullins's Aon Hewitt Investment Consulting Experience September 2008 - Present
Job Partner at Aon Hewitt Investment Consulting
Industry Financial Services
Experience
Aon Hewitt Investment Consulting September 2008 - Present
Independent Fiduciary Services 1998 - 2008
D.C, Retirement Board - D.C, Government 1993 - 1998
D.C. Retirement Board - DC Government 1985 - 1993
Skills
Fiduciary Education, Good Governance, Operational Risk..., Policy/Procedure..., Policy Analysis, Pension Fund..., Investment Consulting, Pension Law, Investment Strategies, Asset Allocation, Pension Funds, Pensions, Investment Advisory..., Equities, Hedge Funds, Institutional..., Asset Management, Private Equity, Alternative Investments, Fixed Income, Investment Advisory, Investments, Portfolio Management
Education
Georgetown University Law Center 1977 — 1980
J.D
Brooklyn College 1972 — 1976
BS, cum laude, Psychology/English
Aon Hewitt Investment Consulting September 2008 - Present
Independent Fiduciary Services 1998 - 2008
D.C, Retirement Board - D.C, Government 1993 - 1998
D.C. Retirement Board - DC Government 1985 - 1993
Skills
Fiduciary Education, Good Governance, Operational Risk..., Policy/Procedure..., Policy Analysis, Pension Fund..., Investment Consulting, Pension Law, Investment Strategies, Asset Allocation, Pension Funds, Pensions, Investment Advisory..., Equities, Hedge Funds, Institutional..., Asset Management, Private Equity, Alternative Investments, Fixed Income, Investment Advisory, Investments, Portfolio Management
Education
Georgetown University Law Center 1977 — 1980
J.D
Brooklyn College 1972 — 1976
BS, cum laude, Psychology/English
Derek Pruitt's Aon Hewitt Investment Consulting Experience August 2014 - Present
Job Consultant at Aon Hewitt Investment Consulting
Industry Financial Services
Experience
Aon Hewitt Investment Consulting August 2014 - Present
Fidelity Investments November 2011 - August 2014
Fidelity Investments February 2008 - November 2011
Fidelity Investments July 2007 - February 2008
Education
Campbell University 1996 — 2001
Bachelor of Business Administration,, Trust & Investment Management, Minor in Financial Planning
Campbell University
Master of Business Administration (MBA)
Aon Hewitt Investment Consulting August 2014 - Present
Fidelity Investments November 2011 - August 2014
Fidelity Investments February 2008 - November 2011
Fidelity Investments July 2007 - February 2008
Education
Campbell University 1996 — 2001
Bachelor of Business Administration,, Trust & Investment Management, Minor in Financial Planning
Campbell University
Master of Business Administration (MBA)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY