Arbor Research and Trading
Industry: Company
DescriptionFounded: 1988 Subsidiary: Trident Municipal Research LLC
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Arbor Research and Trading Employees
Employee
Years
Job
Industry
Curtis Moratz Curtis Moratz's Arbor Research and Trading Experience April 2009 - April 2014
Job MBS trader at Arbor Research and Trading
Industry Financial Services
Experience
Capital Institutional Services, Inc. (CAPIS) June 2014 - March 2015
Arbor Research and Trading April 2009 - April 2014
National Guardian Life Insurance Company 2005 - April 2009
National City Bank 2004 - 2005
Key Bank (Division of McDonald Investments) 2003 - 2004
Legg Mason 2000 - 2003
Skills
Bonds, Bloomberg, Hedge Funds, Trading, Fixed Income, Equity Research, High Yield, Equity Trading, Series 63, Portfolio Management, Investment Banking, Loans, Options, Equities, Structured Products, Due Diligence, Asset Allocation, Financial Markets, Asset Management, Wealth Management, Interest Rate..., Volatility, Trading Systems, Capital Markets, Mergers & Acquisitions, Investments, Series 7, FINRA, Securities, Derivatives, Electronic Trading, Currency, Bloomberg Terminal, Private Equity, Asset Managment, Financial Analysis, CDS
Education
Southern Illinois University, Edwardsville
Master of Business Administration (MBA)
UW-Madison
Bachelor of Science (B.S.), Chemical Engineering
Capital Institutional Services, Inc. (CAPIS) June 2014 - March 2015
Arbor Research and Trading April 2009 - April 2014
National Guardian Life Insurance Company 2005 - April 2009
National City Bank 2004 - 2005
Key Bank (Division of McDonald Investments) 2003 - 2004
Legg Mason 2000 - 2003
Skills
Bonds, Bloomberg, Hedge Funds, Trading, Fixed Income, Equity Research, High Yield, Equity Trading, Series 63, Portfolio Management, Investment Banking, Loans, Options, Equities, Structured Products, Due Diligence, Asset Allocation, Financial Markets, Asset Management, Wealth Management, Interest Rate..., Volatility, Trading Systems, Capital Markets, Mergers & Acquisitions, Investments, Series 7, FINRA, Securities, Derivatives, Electronic Trading, Currency, Bloomberg Terminal, Private Equity, Asset Managment, Financial Analysis, CDS
Education
Southern Illinois University, Edwardsville
Master of Business Administration (MBA)
UW-Madison
Bachelor of Science (B.S.), Chemical Engineering
A. Michael Topalian A. Michael Topalian's Arbor Research and Trading Experience 2009 - 2010
Job Regional Fixed Income Sales at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2010 - Present
Arbor Research and Trading 2009 - 2010
Bank of Montreal Capital Markets 2005 - 2008
Bank One Corp 1999 - 2005
Skills
Fixed Income, Series 7, Series 63, Capital Markets, Bonds, Asset Management, Financial Markets, Wealth Management, Investment Advisory, MBS, Investment Management, Investment Banking, Bloomberg, Securities
Education
University of Dayton 1994 — 1998
Charles Schwab 2010 - Present
Arbor Research and Trading 2009 - 2010
Bank of Montreal Capital Markets 2005 - 2008
Bank One Corp 1999 - 2005
Skills
Fixed Income, Series 7, Series 63, Capital Markets, Bonds, Asset Management, Financial Markets, Wealth Management, Investment Advisory, MBS, Investment Management, Investment Banking, Bloomberg, Securities
Education
University of Dayton 1994 — 1998
Bruce Ronbeck Bruce Ronbeck's Arbor Research and Trading Experience February 2009 - August 2009
Job Executive Director at Natixis CIB Americas
Industry Financial Services
Experience
Natixis CIB Americas January 2015 - Present
Oppenheimer & Co. Inc. 2013 - 2014
HSBC September 2009 - July 2013
Arbor Research and Trading February 2009 - August 2009
JPMorgan Chase June 1998 - June 2008
Citi September 1996 - June 1998
UBS September 1993 - August 1996
Merrill Lynch January 1983 - August 1993
Skills
Fixed Income, Alternative Investments, Asset Management, Emerging Markets, Credit Derivatives, Institutional Sales, Trading Strategies, Superior Client Service, Portfolio Management, High Grade, High Yield, Project Finance, Compliance, Risk Management, Mutual Funds, Pension Funds, Insurance
Education
Rochester Institute of Technology 1974 — 1979
Business Administration, Finance
Rochester Institute of Technology
Bachelor of Applied Science (B.A.Sc.), Finance, General
Natixis CIB Americas January 2015 - Present
Oppenheimer & Co. Inc. 2013 - 2014
HSBC September 2009 - July 2013
Arbor Research and Trading February 2009 - August 2009
JPMorgan Chase June 1998 - June 2008
Citi September 1996 - June 1998
UBS September 1993 - August 1996
Merrill Lynch January 1983 - August 1993
Skills
Fixed Income, Alternative Investments, Asset Management, Emerging Markets, Credit Derivatives, Institutional Sales, Trading Strategies, Superior Client Service, Portfolio Management, High Grade, High Yield, Project Finance, Compliance, Risk Management, Mutual Funds, Pension Funds, Insurance
Education
Rochester Institute of Technology 1974 — 1979
Business Administration, Finance
Rochester Institute of Technology
Bachelor of Applied Science (B.A.Sc.), Finance, General
Dane McLaughlin's Arbor Research and Trading Experience September 2010 - July 2011
Job Territory Sales Manager at Central Steel & Wire
Industry Mining & Metals
Experience
Central Steel & Wire Co. July 2014 - Present
Central Steel & Wire July 2011 - Present
Arbor Research and Trading September 2010 - July 2011
New England Financial July 2009 - September 2010
Career Builder.com February 2008 - July 2008
Skills
Series 7, Series 63, Sales, Market Research, Marketing, Financial Advisory, Retirement Planning, Series 6, Project Management, Closing Contracts, Contract Negotiation, Inventory Management, Microsoft Office, Cold Calling, Pricing, Negotiation, Finance, Customer Service, Trading, Strategy, New Business Development, Sales Management, Account Management, Fixed Income, Logistics, Sales Operations, Purchasing, Customer Satisfaction, Strategic Planning, Cold Calling Experience
Education
Southern Illinois University, Carbondale 2003 — 2007
Bachelor's of Science, Marketing
Marian Central Catholic High School 1999 — 2003
Central Steel & Wire Co. July 2014 - Present
Central Steel & Wire July 2011 - Present
Arbor Research and Trading September 2010 - July 2011
New England Financial July 2009 - September 2010
Career Builder.com February 2008 - July 2008
Skills
Series 7, Series 63, Sales, Market Research, Marketing, Financial Advisory, Retirement Planning, Series 6, Project Management, Closing Contracts, Contract Negotiation, Inventory Management, Microsoft Office, Cold Calling, Pricing, Negotiation, Finance, Customer Service, Trading, Strategy, New Business Development, Sales Management, Account Management, Fixed Income, Logistics, Sales Operations, Purchasing, Customer Satisfaction, Strategic Planning, Cold Calling Experience
Education
Southern Illinois University, Carbondale 2003 — 2007
Bachelor's of Science, Marketing
Marian Central Catholic High School 1999 — 2003
Amy Eisel Amy Eisel's Arbor Research and Trading Experience October 2007 - August 2011
Job Customer Service Representative at Robert Half
Industry Consumer Services
Experience
Robert Half May 2014 - Present
Walgreens June 2013 - May 2014
Robert Half International October 2012 - June 2013
Pasquotank County High School October 2011 - March 2012
Arbor Research and Trading October 2007 - August 2011
Reuther Central High School November 2005 - June 2006
LTD Commodities July 2001 - January 2002
Skills
Research, Writing, Proofreading, Group Work, Higher Education, Educational Management, General Office Skills, Executive Support, Exceptional Listener, Customer Satisfaction, Communication, Microsoft Office, Microsoft Excel, Microsoft Word, End User Training, Marketing, Copywriting, Administrative Office..., Advertising, Customer Service, PowerPoint, SharePoint, Firefox, Problem Solving, Collaboration, Deadline Oriented, Creativity, Multi-tasked, Social Networking
Education
University of Wisconsin-Madison 2003 — 2005
Teacher Certification, Secondary English
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor of Arts (BA), English and Advertising double major
Robert Half May 2014 - Present
Walgreens June 2013 - May 2014
Robert Half International October 2012 - June 2013
Pasquotank County High School October 2011 - March 2012
Arbor Research and Trading October 2007 - August 2011
Reuther Central High School November 2005 - June 2006
LTD Commodities July 2001 - January 2002
Skills
Research, Writing, Proofreading, Group Work, Higher Education, Educational Management, General Office Skills, Executive Support, Exceptional Listener, Customer Satisfaction, Communication, Microsoft Office, Microsoft Excel, Microsoft Word, End User Training, Marketing, Copywriting, Administrative Office..., Advertising, Customer Service, PowerPoint, SharePoint, Firefox, Problem Solving, Collaboration, Deadline Oriented, Creativity, Multi-tasked, Social Networking
Education
University of Wisconsin-Madison 2003 — 2005
Teacher Certification, Secondary English
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor of Arts (BA), English and Advertising double major
Jared Tryon Jared Tryon's Arbor Research and Trading Experience November 2011 - Present
Job Analyst at Arbor Research and Trading
Industry Investment Management
Experience
Arbor Research and Trading November 2011 - Present
Bessemer Trust August 2009 - November 2011
Financial Network Investment Corporation, Member SIPC July 2008 - August 2009
Skills
Microsoft Office, Microsoft Excel, Series 7, Series 63, Customer Service, Investment Management, Asset Allocation, Mutual Funds, Wealth Management, Fixed Income, Investment Advisory, Alternative Investments, Equities, Asset Managment, Investments, Securities, Retirement Planning, Portfolio Management, Strategic Financial..., Uniform Combined State..., Financial Markets, Asset Management
Education
Northern Illinois University - College of Business 2004 — 2008
Bachelor of Science in Business, Finance
Arbor Research and Trading November 2011 - Present
Bessemer Trust August 2009 - November 2011
Financial Network Investment Corporation, Member SIPC July 2008 - August 2009
Skills
Microsoft Office, Microsoft Excel, Series 7, Series 63, Customer Service, Investment Management, Asset Allocation, Mutual Funds, Wealth Management, Fixed Income, Investment Advisory, Alternative Investments, Equities, Asset Managment, Investments, Securities, Retirement Planning, Portfolio Management, Strategic Financial..., Uniform Combined State..., Financial Markets, Asset Management
Education
Northern Illinois University - College of Business 2004 — 2008
Bachelor of Science in Business, Finance
Jason Hannon, CFA Jason Hannon, CFA's Arbor Research and Trading Experience May 2010 - May 2014
Job
Industry Financial Services
Experience
Emigrant Bank May 2014 - Present
Clarity ATS (A Division of Arbor Research & Trading) October 2013 - May 2014
Arbor Research and Trading May 2010 - May 2014
Vanguard July 2005 - May 2010
Education
CFA Institute 2007 — 2010
Certified Financial Planner Board of Standards Inc 2005 — 2007
Penn State University 2001 — 2005
BS
Emigrant Bank May 2014 - Present
Clarity ATS (A Division of Arbor Research & Trading) October 2013 - May 2014
Arbor Research and Trading May 2010 - May 2014
Vanguard July 2005 - May 2010
Education
CFA Institute 2007 — 2010
Certified Financial Planner Board of Standards Inc 2005 — 2007
Penn State University 2001 — 2005
BS
Justin O'Donnell Justin O'Donnell's Arbor Research and Trading Experience September 2013 - September 2014
Job U.S. Treasury Sales/Trading
Industry Financial Services
Experience
CCM securities a Bluefin Company September 2014 - Present
Arbor Research and Trading September 2013 - September 2014
CRT Capital Group LLC July 2012 - August 2012
SGH Macro Advisors June 2012 - July 2012
99 Options May 2010 - January 2012
Skills
Microsoft Excel, Stata, Mathematica, Matlab, Client Relations Skills, Portfolio Management, Sales, Bloomberg, Microsoft Office, Fixed Income, Data Analysis, Trading
Education
University of Colorado at Boulder 2013 — 2013
Bachelor's degree, Economics/Business
New Trier High School 2005 — 2009
CCM securities a Bluefin Company September 2014 - Present
Arbor Research and Trading September 2013 - September 2014
CRT Capital Group LLC July 2012 - August 2012
SGH Macro Advisors June 2012 - July 2012
99 Options May 2010 - January 2012
Skills
Microsoft Excel, Stata, Mathematica, Matlab, Client Relations Skills, Portfolio Management, Sales, Bloomberg, Microsoft Office, Fixed Income, Data Analysis, Trading
Education
University of Colorado at Boulder 2013 — 2013
Bachelor's degree, Economics/Business
New Trier High School 2005 — 2009
Katherine Dordick Katherine Dordick's Arbor Research and Trading Experience April 2010 - August 2011
Job Director of Sales BrightStar of Great Waukesha
Industry Hospital & Health Care
Experience
Millionaire Corner October 2011 - June 2013
Arbor Research and Trading April 2010 - August 2011
Wachovia Securities Financial Network June 2007 - April 2010
Morgan Stanley March 2004 - June 2007
Skills
Series 7, Series 66, Series 3, Series 31, Retirement Planning..., Insurance, Long Term Care, Estate Planning, Wealth Management, Uniform Combined State..., Investments, Retirement Planning, FINRA, Long-term Care, Investment Advisory, Asset Allocation, Financial Advisory, Securities, Retirement
Education
DePaul University 2011 — 2013
Masters, Finance
Northern Illinois University 1999 — 2001
Bachelor of Arts, Business Communications
College of Lake County 1997 — 1999
Associate of Arts, Business Management
Millionaire Corner October 2011 - June 2013
Arbor Research and Trading April 2010 - August 2011
Wachovia Securities Financial Network June 2007 - April 2010
Morgan Stanley March 2004 - June 2007
Skills
Series 7, Series 66, Series 3, Series 31, Retirement Planning..., Insurance, Long Term Care, Estate Planning, Wealth Management, Uniform Combined State..., Investments, Retirement Planning, FINRA, Long-term Care, Investment Advisory, Asset Allocation, Financial Advisory, Securities, Retirement
Education
DePaul University 2011 — 2013
Masters, Finance
Northern Illinois University 1999 — 2001
Bachelor of Arts, Business Communications
College of Lake County 1997 — 1999
Associate of Arts, Business Management
Jeff Bambas Jeff Bambas's Arbor Research and Trading Experience April 1999 - November 2011
Job Senior System Engineer at MTM Technologies
Industry Information Technology and Services
Experience
MTM Technologies October 2014 - Present
Nippon Express November 2011 - September 2014
Arbor Research and Trading April 1999 - November 2011
FBI January 1996 - April 1999
Skills
Microsoft Office, Customer Service, Outlook, Microsoft Word, Sales, Microsoft Excel, Marketing, PowerPoint, Social Media, Citrix, HTML, Management, Hair Straightening, Hair Cutting, Hair Color, Paralegals, Successful Business..., Network Administration, Microsoft Exchange, Citrix XenApp, Citrix XenDesktop, Netscaler, DHCP, DNS Management, Windows Server, VMware ESX
Education
Harper College 2010 — 2012
Paralegal Certificate, 3.7
Morton College 1992 — 1993
Associate of Arts and Sciences (AAS), Business Administration and Management, General
DeVry 1989 — 1992
CIS
DeVry University
Bachelor of Science (BS), Digital Forensics - Justice Administration, 4.0
MTM Technologies October 2014 - Present
Nippon Express November 2011 - September 2014
Arbor Research and Trading April 1999 - November 2011
FBI January 1996 - April 1999
Skills
Microsoft Office, Customer Service, Outlook, Microsoft Word, Sales, Microsoft Excel, Marketing, PowerPoint, Social Media, Citrix, HTML, Management, Hair Straightening, Hair Cutting, Hair Color, Paralegals, Successful Business..., Network Administration, Microsoft Exchange, Citrix XenApp, Citrix XenDesktop, Netscaler, DHCP, DNS Management, Windows Server, VMware ESX
Education
Harper College 2010 — 2012
Paralegal Certificate, 3.7
Morton College 1992 — 1993
Associate of Arts and Sciences (AAS), Business Administration and Management, General
DeVry 1989 — 1992
CIS
DeVry University
Bachelor of Science (BS), Digital Forensics - Justice Administration, 4.0
Michael Moise Michael Moise's Arbor Research and Trading Experience April 2011 - Present
Job Vice President at Arbor Research and Trading
Industry Investment Management
Experience
Arbor Research and Trading April 2011 - Present
FINRA January 2010 - March 2011
JPMorgan December 2001 - March 2009
J.P. Morgan August 1999 - December 2001
J.P. Morgan January 1996 - August 1999
Skills
Valuation, Portfolio Management, Equities, Hedge Funds, Fixed Income, Finance, Mutual Funds, Accounting, Investments, Financial Analysis, Account Reconciliation
Education
Illinois State University 1990 — 1994
B.A., Business Administration
Arbor Research and Trading April 2011 - Present
FINRA January 2010 - March 2011
JPMorgan December 2001 - March 2009
J.P. Morgan August 1999 - December 2001
J.P. Morgan January 1996 - August 1999
Skills
Valuation, Portfolio Management, Equities, Hedge Funds, Fixed Income, Finance, Mutual Funds, Accounting, Investments, Financial Analysis, Account Reconciliation
Education
Illinois State University 1990 — 1994
B.A., Business Administration
Christopher Grace Christopher Grace's Arbor Research and Trading Experience January 2012 - April 2013
Job Derivatives Research/Content Production
Industry Financial Services
Experience
tastytrade August 2013 - Present
Arbor Research and Trading January 2012 - April 2013
Skills
Financial Analysis, Marketing, Microsoft Office, Strategic Financial..., Financial Modeling, PowerPoint, Microsoft Excel, Fixed Income, Bloomberg, Customer Service, Microsoft Word, Accounting, Options, Options Strategies, Public Speaking, Sales, Leadership, Social Media, Social Media Marketing, Series 7, Series 63, Ruby, Ruby on Rails, HTML, JavaScript, R, Trading
Education
State University of New York College at Brockport 2007 — 2011
Bachelor of Science (B.S.), Finance, Minor in Economics
tastytrade August 2013 - Present
Arbor Research and Trading January 2012 - April 2013
Skills
Financial Analysis, Marketing, Microsoft Office, Strategic Financial..., Financial Modeling, PowerPoint, Microsoft Excel, Fixed Income, Bloomberg, Customer Service, Microsoft Word, Accounting, Options, Options Strategies, Public Speaking, Sales, Leadership, Social Media, Social Media Marketing, Series 7, Series 63, Ruby, Ruby on Rails, HTML, JavaScript, R, Trading
Education
State University of New York College at Brockport 2007 — 2011
Bachelor of Science (B.S.), Finance, Minor in Economics
Darren DelSignore Darren DelSignore's Arbor Research and Trading Experience October 2014 - Present
Job Associate at Arbor Research and Trading
Industry Financial Services
Experience
Arbor Research and Trading October 2014 - Present
ICAP September 2013 - September 2014
University of Miami January 2013 - May 2013
Morgan Stanley May 2012 - August 2012
Breathable Foods May 2011 - January 2012
M&T Bank June 2011 - August 2011
Skills
Microsoft Office, Equity Trading, Bloomberg Terminal, Financial Analysis, Morningstar, Microsoft Excel, Financial Modeling, Microsoft Word, PowerPoint, ThomsonOne, Analysis, Leadership, Data Analysis, Public Speaking, Time Management, Accounting, Investments, Portfolio Management, Budgets, Access, Insurance, Economics
Education
University of Miami 2009 — 2013
BSBA, Finance, Management Science
Grand Island High School 2005 — 2009
Arbor Research and Trading October 2014 - Present
ICAP September 2013 - September 2014
University of Miami January 2013 - May 2013
Morgan Stanley May 2012 - August 2012
Breathable Foods May 2011 - January 2012
M&T Bank June 2011 - August 2011
Skills
Microsoft Office, Equity Trading, Bloomberg Terminal, Financial Analysis, Morningstar, Microsoft Excel, Financial Modeling, Microsoft Word, PowerPoint, ThomsonOne, Analysis, Leadership, Data Analysis, Public Speaking, Time Management, Accounting, Investments, Portfolio Management, Budgets, Access, Insurance, Economics
Education
University of Miami 2009 — 2013
BSBA, Finance, Management Science
Grand Island High School 2005 — 2009
Steven Gleason Steven Gleason's Arbor Research and Trading Experience 1991 - 2000
Job Founder and President at Four Lanterns Winery Inc. and SCJS Vineyards LLC
Industry Investment Management
Experience
Four Lanterns Winery Inc. and SCJS Vineyards LLC 2013 - Present
PIMCO July 2000 - March 2013
Arbor Research and Trading 1991 - 2000
Smith Barney Harris Upham 1985 - 1988
Skills
Investments, Management, Alternative Investments, Asset Management, Hedge Funds, Fixed Income, Asset Allocation, Portfolio Management, Series 7, Equities, Investment Management, Mutual Funds, Securities, Capital Markets, Private Equity, Bloomberg, Investment Strategies
Education
University of Chicago Graduate School of Business 1989 — 1991
Master of Business Administration (MBA), Finance and Policy
Dartmouth College 1978 — 1982
Bachelor of Arts (BA), Political Science and Government
Four Lanterns Winery Inc. and SCJS Vineyards LLC 2013 - Present
PIMCO July 2000 - March 2013
Arbor Research and Trading 1991 - 2000
Smith Barney Harris Upham 1985 - 1988
Skills
Investments, Management, Alternative Investments, Asset Management, Hedge Funds, Fixed Income, Asset Allocation, Portfolio Management, Series 7, Equities, Investment Management, Mutual Funds, Securities, Capital Markets, Private Equity, Bloomberg, Investment Strategies
Education
University of Chicago Graduate School of Business 1989 — 1991
Master of Business Administration (MBA), Finance and Policy
Dartmouth College 1978 — 1982
Bachelor of Arts (BA), Political Science and Government
Laura Kenney Laura Kenney's Arbor Research and Trading Experience June 2009 - October 2011
Job Office Manager
Industry Music
Experience
Pandora January 2012 - Present
Public Outreach Fundraising October 2011 - November 2011
Arbor Research and Trading June 2009 - October 2011
Skills
Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, Customer Service
Education
Northwestern University 2014 — 2016
Post-Baccalaureate Certificate, International/Global Studies
Southern Illinois University, Carbondale 2005 — 2009
B.S.W., Social Work
Crystal Lake South High School 2001 — 2005
Pandora January 2012 - Present
Public Outreach Fundraising October 2011 - November 2011
Arbor Research and Trading June 2009 - October 2011
Skills
Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, Customer Service
Education
Northwestern University 2014 — 2016
Post-Baccalaureate Certificate, International/Global Studies
Southern Illinois University, Carbondale 2005 — 2009
B.S.W., Social Work
Crystal Lake South High School 2001 — 2005
Timothy Oakley Timothy Oakley's Arbor Research and Trading Experience August 2013 - Present
Job Associate at Arbor Research and Trading, Inc.
Industry Financial Services
Experience
Arbor Research and Trading August 2013 - Present
CBS Radio May 2012 - August 2012
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Arbor Research and Trading August 2013 - Present
CBS Radio May 2012 - August 2012
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Justin Sheehy Justin Sheehy's Arbor Research and Trading Experience October 2009 - March 2011
Job Distribution at McMasterCarr
Industry Financial Services
Experience
McMaster-Carr April 2011 - Present
Arbor Research and Trading October 2009 - March 2011
Acoustical & Drywall Supply June 2009 - October 2009
Hilliard Lyons June 2008 - August 2008
Skills
Accounting, Economics, Financial Analysis, Excel, Word, Operations
Education
Elmhurst College 2013 — 2015
Master's degree, Logistics, Materials, and Supply Chain Management
Monmouth College 2005 — 2009
B.A., Business Administration, Economics
McMaster-Carr April 2011 - Present
Arbor Research and Trading October 2009 - March 2011
Acoustical & Drywall Supply June 2009 - October 2009
Hilliard Lyons June 2008 - August 2008
Skills
Accounting, Economics, Financial Analysis, Excel, Word, Operations
Education
Elmhurst College 2013 — 2015
Master's degree, Logistics, Materials, and Supply Chain Management
Monmouth College 2005 — 2009
B.A., Business Administration, Economics
James Coman's Arbor Research and Trading Experience January 1990 - May 1997
Job
Industry Computer Software
Experience
SS&C Technologies August 2007 - Present
Magnetar Capital June 2007 - August 2007
PEAK6 April 2006 - June 2007
Riverside Publishing Company December 1998 - April 2006
Allstate 1998 - 1998
First Chicago 1997 - 1998
Panasonic Factory Automation 1997 - 1998
Arbor Research and Trading January 1990 - May 1997
Skills
SDLC, C#, Software Development, Agile Methodologies, SQL, .NET, C++, Integration, Microsoft SQL Server, Quality Assurance, Scrum, Software Engineering, Unix, Software Project..., Business Analysis
Education
Kellogg 1999 — 2004
MBA
Purdue University 1985 — 1989
BS
SS&C Technologies August 2007 - Present
Magnetar Capital June 2007 - August 2007
PEAK6 April 2006 - June 2007
Riverside Publishing Company December 1998 - April 2006
Allstate 1998 - 1998
First Chicago 1997 - 1998
Panasonic Factory Automation 1997 - 1998
Arbor Research and Trading January 1990 - May 1997
Skills
SDLC, C#, Software Development, Agile Methodologies, SQL, .NET, C++, Integration, Microsoft SQL Server, Quality Assurance, Scrum, Software Engineering, Unix, Software Project..., Business Analysis
Education
Kellogg 1999 — 2004
MBA
Purdue University 1985 — 1989
BS
Douglas Temple's Arbor Research and Trading Experience July 1989 - July 1991
Job Independent Capital Markets Professional
Industry Capital Markets
Experience
JCHTCO LLC December 2000 - Present
JCH Trading Company November 1996 - December 2000
A.G. Edwards & Sons, Inc. November 1994 - November 1996
Peters and Company July 1990 - July 1991
Arbor Research and Trading July 1989 - July 1991
Continental Illinois Corporation Financial Futures August 1984 - August 1987
Staley Commodities International, Inc July 1980 - June 1984
Education
University of California, Davis 1968 — 1978
JCHTCO LLC December 2000 - Present
JCH Trading Company November 1996 - December 2000
A.G. Edwards & Sons, Inc. November 1994 - November 1996
Peters and Company July 1990 - July 1991
Arbor Research and Trading July 1989 - July 1991
Continental Illinois Corporation Financial Futures August 1984 - August 1987
Staley Commodities International, Inc July 1980 - June 1984
Education
University of California, Davis 1968 — 1978
Charles Carmody, CFA's Arbor Research and Trading Experience 2001 - 2004
Job Senior Fixed Income Trader Calamos Investments
Industry Financial Services
Experience
Calamos Investments 2004 - Present
Arbor Research and Trading 2001 - 2004
Van Kampen Investments 1998 - 2001
Skills
Series 7, Fixed Income, Bloomberg, Asset Management, High Yield, Series 63, Fixed Income Trading, Trading, Series 3, Leveraged Finance, Bonds
Education
St. Joseph's College (IN) 1994 — 1998
Bachelor of Science
Calamos Investments 2004 - Present
Arbor Research and Trading 2001 - 2004
Van Kampen Investments 1998 - 2001
Skills
Series 7, Fixed Income, Bloomberg, Asset Management, High Yield, Series 63, Fixed Income Trading, Trading, Series 3, Leveraged Finance, Bonds
Education
St. Joseph's College (IN) 1994 — 1998
Bachelor of Science
Norma Mytys's Arbor Research and Trading Experience March 2006 - September 2007
Job Executive Asst to VP at Follett Library Resources
Industry Education Management
Experience
Follett Library Resources September 2007 - November 2014
Arbor Research and Trading March 2006 - September 2007
Thomas Industrial Network January 2001 - February 2006
Skills
Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Word, Outlook, Customer Service, Strategic Planning, Process Improvement, Team Building, Financial Analysis, Sales, Marketing Strategy, Management, Program Management, Leadership, Marketing, Budgets, Employee Relations, Project Management
Education
Elgin Community College
Follett Library Resources September 2007 - November 2014
Arbor Research and Trading March 2006 - September 2007
Thomas Industrial Network January 2001 - February 2006
Skills
Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Word, Outlook, Customer Service, Strategic Planning, Process Improvement, Team Building, Financial Analysis, Sales, Marketing Strategy, Management, Program Management, Leadership, Marketing, Budgets, Employee Relations, Project Management
Education
Elgin Community College
Jeffrey D. Vozella's Arbor Research and Trading Experience December 2002 - August 2005
Job Financial Consultant at The Robert Charles Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2012 - Present
Wells Fargo Advisors, LLC December 2011 - August 2012
LPL Financial May 2009 - December 2011
Citi Smith Barney October 2006 - May 2009
Arbor Research and Trading December 2002 - August 2005
Education
Michigan State University - The Eli Broad Graduate School of Management 1998 — 2002
Finance, Economics
Wells Fargo Advisors, LLC August 2012 - Present
Wells Fargo Advisors, LLC December 2011 - August 2012
LPL Financial May 2009 - December 2011
Citi Smith Barney October 2006 - May 2009
Arbor Research and Trading December 2002 - August 2005
Education
Michigan State University - The Eli Broad Graduate School of Management 1998 — 2002
Finance, Economics
Peter Shapiro's Arbor Research and Trading Experience Manager, MarginsABN AMRO N.A.1998 - 2001
Job Vice President Fixed Income Sales at Arbor Research and Trading
Industry Capital Markets
Experience
Arbor Research and Trading Manager, MarginsABN AMRO N.A.1998 - 2001
Dean Witter/Carr Futures 1989 - 1997
Education
State University of New York College at Cortland 1988 — 1992
Arbor Research and Trading Manager, MarginsABN AMRO N.A.1998 - 2001
Dean Witter/Carr Futures 1989 - 1997
Education
State University of New York College at Cortland 1988 — 1992
Alan Mah's Arbor Research and Trading Experience October 2013 - Present
Job Great company. Love my clients.
Industry Financial Services
Experience
Arbor Research and Trading October 2013 - Present
A Broker/Dealer based in Birmingham that forbids using its name on social websites June 2009 - October 2013
RBC Dain Rauscher February 2004 - November 2007
Koch Industries 1994 - 1999
Koch Industries 1994 - 1999
Skills
Capital Markets, Fixed Income, IPO, Series 7, Private Banking, Underwriting, Financial Risk, Hedge Funds, Equities, Investments, Securities, Hedging, Interest Rate..., Asset Allocation, Bloomberg, Portfolio Management, Investment Strategies, Portfolio Optimization, Financial Modeling, Alternative Investments, Valuation, Financial Analysis, Bonds, Options
Education
Duke University - The Fuqua School of Business 1986 — 1988
MBA
Duke University 1983 — 1987
AB, Economics
Arbor Research and Trading October 2013 - Present
A Broker/Dealer based in Birmingham that forbids using its name on social websites June 2009 - October 2013
RBC Dain Rauscher February 2004 - November 2007
Koch Industries 1994 - 1999
Koch Industries 1994 - 1999
Skills
Capital Markets, Fixed Income, IPO, Series 7, Private Banking, Underwriting, Financial Risk, Hedge Funds, Equities, Investments, Securities, Hedging, Interest Rate..., Asset Allocation, Bloomberg, Portfolio Management, Investment Strategies, Portfolio Optimization, Financial Modeling, Alternative Investments, Valuation, Financial Analysis, Bonds, Options
Education
Duke University - The Fuqua School of Business 1986 — 1988
MBA
Duke University 1983 — 1987
AB, Economics
Brice Zaumseil's Arbor Research and Trading Experience May 2009 - July 2009
Job Financial Analyst at PepsiCo
Industry Financial Services
Experience
University of Illinois at Urbana-Champaign Financial AnalystPepsiCoMarch 2014 - Present
Eldorado Trading Group March 2013 - December 2013
Afterworks June 2010 - January 2011
Morgan Stanley Smith Barney May 2010 - June 2010
Arbor Research and Trading May 2009 - July 2009
Skills
Competitive Analysis, Market Research, Financial Analysis, Forecasting, Derivatives, Fixed Income, Bloomberg, Financial Modeling, Microsoft Excel, Finance, Microsoft Office, Management, PowerPoint, Trading, Marketing, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
Master's, Finance
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor's, Finance
University of Illinois at Urbana-Champaign Financial AnalystPepsiCoMarch 2014 - Present
Eldorado Trading Group March 2013 - December 2013
Afterworks June 2010 - January 2011
Morgan Stanley Smith Barney May 2010 - June 2010
Arbor Research and Trading May 2009 - July 2009
Skills
Competitive Analysis, Market Research, Financial Analysis, Forecasting, Derivatives, Fixed Income, Bloomberg, Financial Modeling, Microsoft Excel, Finance, Microsoft Office, Management, PowerPoint, Trading, Marketing, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
Master's, Finance
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor's, Finance
John Spagoletti's Arbor Research and Trading Experience January 1991 - Present
Job Sr Vp Fixed Income Trading at Arbor Research and Trading
Industry Financial Services
Experience
Arbor Research and Trading January 1991 - Present
Education
Loyola University of Chicago
Arbor Research and Trading January 1991 - Present
Education
Loyola University of Chicago
Daniel Bolin's Arbor Research and Trading Experience September 2001 - July 2005
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2014 - Present
TD Ameritrade October 2005 - November 2014
Arbor Research and Trading September 2001 - July 2005
Skills
Series 24, Series 7, Series 3, Series 63, Series 66, Passed Level 1 of CFA, Investment Advisory, Financial Services, Portfolio Management, FINRA, Uniform Combined State..., Retirement Planning
Education
University of Northern Iowa 1996 — 2000
Finance
University of Newcastle 2000 — 2000
TD Ameritrade November 2014 - Present
TD Ameritrade October 2005 - November 2014
Arbor Research and Trading September 2001 - July 2005
Skills
Series 24, Series 7, Series 3, Series 63, Series 66, Passed Level 1 of CFA, Investment Advisory, Financial Services, Portfolio Management, FINRA, Uniform Combined State..., Retirement Planning
Education
University of Northern Iowa 1996 — 2000
Finance
University of Newcastle 2000 — 2000
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY