Banc One Capital Markets

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Banc One Capital Markets Employees

Employee
Years
Job
Industry
Hamed Hashmy Hamed Hashmy Greater Chicago Area Details
Hamed Hashmy's Banc One Capital Markets Experience August 1999 - August 2000
Job Board of Director at Chicago South Asian Arts Council, Inc.
Industry Banking
Experience
JPMorgan Chase Bank, N.A.   May 2013 - Present
Chicago South Asian Arts Council, Inc.   November 2013 - Present
JPMorgan Chase Bank, N.A.   June 2010 - Present
Chicago International Film Festival  February 2011 - October 2012
Chicago International Film Festival  July 2011 - October 2011
Next Generation Leadership Advisory Council Chicago 2016 Olympic Committee   June 2009 - October 2009
JPMorgan Chase  March 2005 - May 2009
Bank One, N.A.   August 2000 - September 2004
Banc One Capital Markets   August 1999 - August 2000
Bank One, N.A.   March 1999 - August 1999

Skills
Banking, Loans, Credit, Finance, Relationship Management, Risk Management, Commercial Lending, Small Business Lending, Building Relationships, Cold Calling, Working Capital..., Construction Loans, Real Estate Lending, Profitable Growth, Cash Flow Management, Municipal Bonds, Public Finance, Municipal Lending

Education
Boston University Questrom School of Business   1996 — 1998
MBA, Finance and Marketing

University of Illinois at Urbana-Champaign   1986 — 1990
BA, Political Science / Biology

Francis W. Parker School   1978 — 1986
Diploma

Daniel Rohr Daniel Rohr Columbus, Ohio Details
Daniel Rohr's Banc One Capital Markets Experience 1988 - 2004
Job Principal at Provident Municipal Advisor, LLC
Industry Financial Services
Experience
Provident Municipal Advisor, LLC   June 2014 - Present
PNC Capital Markets  2007 - 2014
RBC Capital Markets  2004 - 2007
Banc One Capital Markets   1988 - 2004
Ehrlich Bober   1983 - 1988
Deloitte Haskins & Sells  1980 - 1983
City of Columbus, Ohio  1974 - 1980

Education
The Ohio State University   1971 — 1973
Bachelor of Business Administartion Sciences, Finance, General

Ohio University   1969 — 1971
Business Administration

Pamela LaPlaca, CPA Pamela LaPlaca, CPA Austin, Texas Area Details
Pamela LaPlaca, CPA's Banc One Capital Markets Experience 2003 - 2004
Job Senior Manager, Finance & Accounting at Offers.com
Industry Management Consulting
Experience
Offers.com  May 2014 - Present
Finance Scholars Group  May 2012 - May 2014
Offers.com  March 2010 - May 2012
FX Luxury   October 2006 - June 2009
Chicago Estimating Corporation   January 2005 - February 2006
Banc One Capital Markets   2003 - 2004

Skills
Financial Analysis, Accounting, Finance, Management, Budgets, Internal Controls, Financial Software...

Education
The University of Chicago - Booth School of Business   2001 — 2002
MBA, Finance, Economics

Judd Deppisch, CFA Judd Deppisch, CFA Greater Chicago Area Details
Judd Deppisch, CFA's Banc One Capital Markets Experience February 2002 - March 2004
Job Director at BMO Capital Markets Corp.
Industry Investment Banking
Experience
BMO Capital Markets  March 2004 - Present
Banc One Capital Markets   February 2002 - March 2004
Bank One  June 2000 - February 2002

Skills
Structured Finance, Securitization, Credit Analysis, Investments, Capital Markets, Finance, Banking, Leveraged Finance, Credit, Trading, Bonds, Structured Products, ABS, Loan Origination, Financial Analysis, Fixed Income, Loans, Investment Banking, Hedge Funds, Corporate Finance, Financial Institutions, Restructuring, Valuation, Bloomberg, Private Equity, Relationship Management, Series 7, Deal Execution, Financial Services, Series 63, Chartered Financial..., Fixed Income Analysis, ABCP, Asset-backed..., Transaction Origination, Debt, Structured Securities, Online Marketplace

Education
Northwestern University - Kellogg School of Management   2007 — 2009
MBA, Finance, Management & Strategy, Analytical Consulting, Decision Sciences

Miami University   1996 — 2000
Bachelors of Science, Finance

Walsh Jesuit High School   1992 — 1996

Cynthia Poulakidas Tobin Cynthia Poulakidas Tobin Lake Forest, Illinois Details
Cynthia Poulakidas Tobin's Banc One Capital Markets Experience 2000 - 2005
Job Real Estate Broker
Industry Real Estate
Experience
@properties  November 2014 - Present
Banc One Capital Markets   2000 - 2005
Bank One  1998 - 2000
Chase Manhattan Bank  1995 - 1998

Skills
Sales, Real Estate Economics, Residential Homes, Single Family Homes, Condos, Apartments, First Time Home Buyers, Luxury Homes, Investment Properties, Series 7, Series 63, Fixed Income, Capital Markets, Marketing

Education
University of Notre Dame

Bateman Andrew Bateman Andrew Greater Chicago Area Details
Bateman Andrew's Banc One Capital Markets Experience 1999 - 2004
Job Adjunct Professor: DePaul University
Industry Financial Services
Experience
DePaul University  2009 - Present
JP Morgan  2004 - 2008
Banc One Capital Markets   1999 - 2004
First Chicago NBD  1996 - May 1999
NBD Bank (National Bank of Detroit)   1973 - 1996

Skills
Leadership, Financial Analysis, Banking, Asset Management, Microsoft Office, Strategic Planning, Management, Finance, Financial Modeling, Public Speaking, Risk Management

Education
University of Michigan - Stephen M. Ross School of Business   1971 — 1973
MBA, management and finance

University of Michigan - Stephen M. Ross School of Business   1967 — 1971
Bachelor of Business Administration (BBA)

Carl Skoog Carl Skoog Greater Chicago Area Details
Carl Skoog's Banc One Capital Markets Experience 1999 - 2002
Job Clientfocused Corporate Advisor and Banker
Industry Banking
Experience
United Way of Lake County  May 2012 - Present
BMO Harris Bank  2009 - Present
Rainbows for All Children, Inc   2004 - 2010
National City Bank  2007 - 2009
JPMorgan  2003 - 2007
First Albany Capital  2002 - 2003
Banc One Capital Markets   1999 - 2002
First Chicago Capital Markets  1996 - 1999
National Bank of Detroit  January 1989 - December 1995
United States Senate  1979 - 1979

Education
University of Kansas - Graduate School of Business   1986 — 1988
MBA

Kansas State University   1977 — 1982
B.S.

Greg Stallkamp Greg Stallkamp Greater Chicago Area Details
Greg Stallkamp's Banc One Capital Markets Experience April 2003 - July 2005
Job Partner at HowToLaunch.com
Industry Leisure, Travel & Tourism
Experience
HowToLaunch.com   September 2014 - Present
Lakeshore Express Aviation   October 2010 - Present
Holos LLC   July 2008 - Present
BIGS Investment Fund, LLC   October 2006 - June 2012
FanFueled  July 2010 - December 2010
Chicago Public Schools - Culture of Calm   January 2010 - June 2010
BrandHim   January 2010 - May 2010
Ashton Partners  April 2006 - May 2008
Banc One Capital Markets   April 2003 - July 2005
BNP Paribas  2000 - 2002

Skills
Entrepreneurship, Social Media, Start-ups, Financial Analysis, Market Analysis, Marketing Strategy, Business Strategy, Management, Mergers & Acquisitions, Competitive Analysis, Business Development, Social Media Marketing, New Business Development, Sales Management, Strategic Planning, Marketing Communications, Online Advertising, Event Planning, Marketing, Tourism, Commercial Aviation, Public Relations, Business Planning, Integrated Marketing, Strategy, E-commerce, Brand Management, Corporate Communications, Strategic Partnerships, Online Marketing, Management Consulting, Email Marketing, Strategic Communications, Private Equity, Media Relations, Digital Marketing, Market Research, Brand Development, Investor Relations, Investments, Valuation, Financial Modeling, Due Diligence, Crisis Communications, Corporate Development, Analytics, Finance, Cross-functional Team..., Corporate Finance, Venture Capital

Education
Northwestern University - Kellogg School of Management   2007 — 2009
MBA, Management, Entrepreneurship

Georgetown University - The McDonough School of Business   1996 — 2000
Bachelor of Science, Finance, Marketing

University of Oxford   1999 — 1999
International Finance

Ernest W. Seaholm High School   1992 — 1996

Stacey Huels Stacey Huels Greater Chicago Area Details
Stacey Huels's Banc One Capital Markets Experience December 2002 - July 2004
Job Founding Partner at First Focus Capital Partners LLC
Industry Venture Capital & Private Equity
Experience
First Focus Capital Partners, LLC   May 2013 - Present
Naperville Bank & Trust   August 2010 - May 2013
Glen Ellyn Bank & Trust   November 2006 - May 2013
Wheaton Bank & Trust   July 2004 - May 2013
Wintrust Financial Corporation  2004 - May 2013
Banc One Capital Markets   December 2002 - July 2004
American National Bank & Trust Co. of Chicago   1991 - 2002

Skills
Wealth Management..., Banking, Credit, Capital Markets, Investments, Commercial Banking, Commercial Lending, Asset Management, Loans, Portfolio Management, Wealth Management, Series 7, Small Business Lending, Alternative Investments, Asset Allocation, Strategic Financial..., Investment Management, Finance, Mutual Funds, Equities, Private Equity

Education
University of Illinois at Urbana-Champaign   1986 — 1990
Bachelor of Science (BS), Ag. Econ

Lisa Haag Lisa Haag Greater Chicago Area Details
Lisa Haag's Banc One Capital Markets Experience 1998 - 2000
Job Director, Investment Strategy at Boeing
Industry Investment Management
Experience
Boeing  June 2012 - Present
The Boeing Company  September 2009 - June 2012
The Boeing Company  February 2008 - November 2010
Trustmark Insurance Company  May 2001 - December 2007
Banc One Capital Markets   1998 - 2000
Banc One Capital Markets   1995 - 2000
Banc One Capital Markets   1997 - 1998
First Chicago Capital Markets, Inc.   1995 - 1997
Stein Roe & Farnham  1987 - 1995

Skills
Investment Strategies, Collaborative Working, Investments, Fixed Income, Asset Allocation, Asset Management, Alternative Investments, Investment Management, Risk Management, Hedge Funds, Team Leadership, Scenario Analysis, Presentations, Flexible to Change, Adaptive Leadership, Finance, Asset Managment, Equities, Collaborative..., Structured Finance, Portfolio Management, Structured Products, Fixed Income Analysis, Pensions, Global Macro

Education
The University of Chicago - Booth School of Business   1984 — 1987
MBA, Booth Graduate School of Business, Finance

Georgetown University
BA, Government, Economics

Dana Levenson Dana Levenson Greater Boston Area Details
Dana Levenson's Banc One Capital Markets Experience 2000 - 2004
Job Special Assistant to the Secretary for PublicPrivate Partnerships at Massachusetts Department of Transportation
Industry Government Administration
Experience
Massachusetts Department of Transportation  September 2015 - Present
Massachusetts Department of Transportation  November 2011 - Present
Royal Bank of Scotland  2007 - March 2011
City of Chicago  2004 - 2007
Banc One Capital Markets   2000 - 2004
Banc of America Securities  1995 - 2000
Kidder Peabody  1984 - 1994
Chemical Bank  1979 - 1984

Skills
Alternative Investments

Education
New York University - Leonard N. Stern School of Business   1982 — 1985
M.B.A.

Brown University   1976 — 1979
A.B. with Honors, European History

Worcester Academy   1970 — 1975

Robert Harless, CFA Robert Harless, CFA Greater Milwaukee Area Details
Robert Harless, CFA's Banc One Capital Markets Experience May 1997 - September 2000
Job Senior Consultant at Financial Risk Advisors, LLC
Industry Banking
Experience
Financial Risk Advisors   December 2012 - Present
BMO Capital Markets and M&I Bank   July 2007 - December 2012
Huntington National Bank  December 2000 - July 2007
Banc One Capital Markets   May 1997 - September 2000
Lotsoff Capital Management/Transamerica/First Interstate Bank   1985 - 2000

Skills
Capital Markets, Interest Rate Risk..., Commodity Risk..., Liquidity Risk, Risk Based Testing, asset/liability..., Fixed Income, CCAR, Sales Management, Risk Management, ALM, Investment Banking, Trading, Loans, Financial Services, Securities, Management, Hedging, Banking, Finance, Strategy, FX Options, Financial Risk, Treasury, Portfolio Management, Treasury Management, Trading Systems, Cash Management, Derivatives, Structured Finance, Investments, Bonds, Credit

Education
Brigham Young University   1979 — 1983
MS, Managerial Economics

Randy Faust, CFA Randy Faust, CFA Greater New York City Area Details
Randy Faust, CFA's Banc One Capital Markets Experience 1994 - 2003
Job Managing Director Northeast at Angel Oak Capital Advisors, LLC
Industry Investment Management
Experience
Angel Oak Capital Advisors, LLC  May 2015 - Present
Third Avenue Management  June 2011 - May 2015
Summit Private Investments   October 2009 - June 2011
Huston Associates   2004 - 2009
Banc One Capital Markets   1994 - 2003

Skills
Hedge Funds, Marketing, Capital Raising, Equities, Asset Managment, Alternative Investments, Investments, Fixed Income, Investor Relations, Bloomberg, Leveraged Finance, Mergers & Acquisitions, Emerging Markets, Credit, Valuation, Venture Capital, Trading, Asset Management, Investment Banking, Equity Research, Capital Markets, Financial Modeling, Due Diligence, Private Equity, Corporate Finance, Fund Of Funds, Wealth Management, Investment Management, Investment Strategies, Mutual Funds, Derivatives, Securities, Business Development, Options, Institutional..., Series 63, Asset Allocation, Bonds, Series 7

Education
Fordham University   1992 — 1994
MBA, Finance

Bucknell University   1985 — 1989
BA, Economics

Kiski School   1981 — 1985

Thomas Simutis Thomas Simutis Greater Chicago Area Details
Thomas Simutis's Banc One Capital Markets Experience November 1997 - October 2000
Job Managing Director, Cedar Capital
Industry Financial Services
Experience
Cedar Capital  August 2014 - Present
Envestnet Asset Management  July 2002 - August 2014
Nuveen Investments  November 2001 - July 2002
Banc One Capital Markets   November 1997 - October 2000

Skills
Series 7, ETFs, Mutual Funds, Series 63, Asset Allocation, Wealth Management, Asset Managment, Separately Managed..., Investment Advisory, Series 65, Asset Management, Alternative Investments, Investment Strategies, Investment Management, Bloomberg, Derivatives, Risk Management, Fixed Income, Portfolio Management, Investments, Securities

Education
Northwestern University
Bachelors, Majors: History and Finance

John Kearney, CFA John Kearney, CFA Greater Chicago Area Details
John Kearney, CFA's Banc One Capital Markets Experience 2003 - 2004
Job Senior Research Analyst at Cedar Hill Associates
Industry Investment Management
Experience
Cedar Hill Associates   October 2009 - Present
Morningstar  March 2004 - October 2009
Banc One Capital Markets   2003 - 2004
State Farm Insurance  2001 - 2003

Education
University of Illinois at Urbana-Champaign   1997 — 2001
BS, Finance

Craig Naish Craig Naish Greater Chicago Area Details
Craig Naish's Banc One Capital Markets Experience October 1996 - October 2001
Job MD, Interest Rate Products at an Investment Bank
Industry Capital Markets
Experience
an Investment Bank   January 2013 - Present
an Investment Bank   November 2001 - December 2012
Banc One Capital Markets   October 1996 - October 2001

Skills
Series 7, Bonds, Fixed Income, Investment Banking, Credit Analysis, Investments, Interest Rate..., Interest Rate Risk..., Interest Rate Swaps, Alternative Investments, Series 63, Capital Markets, Trading, High Yield, Proprietary Trading, Trading Strategies, Market Making, Financial Structuring, Financial Modeling, FINRA, Trading Systems, Financial Markets, Structured Products, Derivatives, Finance, Bloomberg, Options, Risk Management, Valuation

Education
The Ohio State University   1994 — 1998
Bachelor's Degree, Economics

Cincinnati Moeller High School   1990 — 1994

Edmond Thompson Edmond Thompson Greater New York City Area Details
Edmond Thompson's Banc One Capital Markets Experience 1998 - 2004
Job Executive Director at J.P. Morgan
Industry Banking
Experience
JPMorgan  2004 - Present
Banc One Capital Markets   1998 - 2004
Bank One  1995 - 1998
The First National Bank of Chicago  1993 - 1995
First Chicago Trust Company of New York (f/k/a Morgan Shareholder Services Trust Co.)   1989 - 1993

Skills
Corporate Finance, Investment Management, Capital Markets, Private Placements, Treasury Services, Commercial Banking, Asset Based Lending

Education
Pace University - Lubin School of Business   1992 — 1995
MBA, Finance

New York University - Leonard N. Stern School of Business   1984 — 1988
BS, Management, Int'l Business

W.C. Mepham H.S.   1981 — 1984

Robert Bouve Robert Bouve Phoenix, Arizona Area Details
Robert Bouve's Banc One Capital Markets Experience 1997 - 2004
Job Bringing Increased Leverage & Tax Efficiency to Your Charitable Giving.
Industry Financial Services
Experience
The Eleos Group   2014 - Present
Lincoln Financial Advisors  June 2010 - 2014
Merrill Lynch  2004 - 2009
Banc One Capital Markets   1997 - 2004

Skills
Investments, Securities, Insurance, Retirement, Wealth Management, Small Business, High Net Worth..., Entrepreneurship, Capital Markets, Succession Planning, Cash Management, Management, Asset Protection, Financial Goals, Retirement Planning, Estate Planning, Wealth

Education
The Ohio State University
Bachelor's Degree, FINANCE

Fred Vorys Fred Vorys Columbus, Ohio Area Details
Fred Vorys's Banc One Capital Markets Experience 1989 - 1999
Job Corporate Finance Advisor and Private Equity Investor
Industry Investment Banking
Experience
Aegis Advisors   December 2001 - Present
Saunders Karp Magrue Mezzanine Partners   June 2000 - December 2001
Banc One Capital Partners   January 1990 - April 1999
Banc One Capital Markets   1989 - 1999

Skills
Strategic Planning, Financial Statements, Mergers, Private Equity, Private Placements, Corporate Finance, Due Diligence, Investments, Capital Markets, Financial Modeling, Equities, Business Strategy, Investment Management, Corporate Governance, Mergers & Acquisitions, Capital, Strategy

Education
The Ohio State University - The Max M. Fisher College of Business   1979 — 1981
MBA, Health Care, Finance

Dartmouth College   1975 — 1979
Bachelor of Arts (BA), History/English

Jeffrey R. Boutin Jeffrey R. Boutin Boston, Massachusetts Details
Jeffrey R. Boutin's Banc One Capital Markets Experience January 2002 - July 2003
Job Credit Research Professional
Industry Investment Management
Experience
Eaton Vance  February 2013 - Present
Dwight Asset Management  July 2009 - May 2012
Neuberger Berman / Lehman Brothers Asset Management   July 2003 - June 2009
Banc One Capital Markets   January 2002 - July 2003
Freedom Capital Management  March 2000 - January 2002
State Street Global Advisors  March 1996 - March 2000
State Street Bank & Trust  June 1993 - March 1996
Shawmut Bank  July 1987 - June 1993

Education
University of Hartford   1990 — 1994
MBA, Finance/Computer Science

Central Connecticut State University   1982 — 1986
BS, Finance/Computer Science

Randall Gifford Randall Gifford Greater Milwaukee Area Details
Randall Gifford's Banc One Capital Markets Experience May 1997 - April 2001
Job Wealth Management and Capital Markets Professional
Industry Financial Services
Experience
Katahdin Financial Corporation   January 2011 - Present
KATAHDIN FINANCIAL CORPORATION   January 2011 - January 2012
Houlihan Capital  January 2009 - January 2011
BMO CAPITAL MARKETS, INC   January 2007 - January 2008
ABN-AMRO GLOBAL CAPITAL MARKETS   April 2006 - November 2007
ABN-AMRO BANK AND LASALLE BANK N.A   January 2004 - January 2007
LASALLE DEBT CAPITAL MARKETS   April 2004 - April 2006
JP MORGAN CAPITAL MARKETS   May 2001 - August 2004
JP MORGAN CHASE - The Legacy BANK ONE AND FIRST CHICAGO   January 1985 - January 2004
BANC ONE CAPITAL MARKETS   May 1997 - April 2001

Skills
Financial Analysis, Customer Service, Credit Analysis, Banking, Budgets, Negotiation, Microsoft Excel, PowerPoint, Microsoft Office, Capital Markets, Corporate Finance, Strategic Planning, Portfolio Management, Financial Modeling, Loans, Fixed Income, Investments, Equities, Financial Structuring, Credit, Investment Banking

Education
University of Wisconsin   1982 — 1984
Masters of Business Administration, Finance and International Business

The University of Connecticut   1976 — 1981
Bachelor of Arts, Economics and Political Science

Gregory Dawley Gregory Dawley Los Angeles, California Details
Gregory Dawley's Banc One Capital Markets Experience May 2001 - May 2003
Job Managing Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets  May 2015 - Present
Morgan Stanley  June 2008 - May 2015
Merrill Lynch  May 2003 - June 2008
Banc One Capital Markets   May 2001 - May 2003
Media.Net Communications   May 2000 - February 2001
J.P. Morgan   October 1997 - May 2000
City of Los Angeles  July 1993 - September 1997
Riordan for Mayor   December 1996 - June 1997
Riordan for Mayor   June 1992 - June 1993

Skills
Bonds, Capital Markets, Corporate Development, Derivatives, Economic Development, Economics, Equities, Finance, Financial Modeling, Fixed Income, Government, Hedge Funds, Investment Banking, Investments, Leadership, Policy Analysis, Private Equity, Public Finance, Public Policy, Securities, Series 7, Strategy

Education
University of Southern California   1990 — 1992
Masters of Public Policy, Business Policy

University of Michigan   1986 — 1990
B.A., Political Science

Richard Bo Orintas Richard Bo Orintas Houston, Texas Details
Richard Bo Orintas's Banc One Capital Markets Experience March 2003 - April 2004
Job Finance Professional
Industry Real Estate
Experience
Enbridge Energy  September 2011 - October 2013
Enbridge Energy  May 2011 - August 2011
Soloman Edwards Group   September 2010 - May 2011
Senterra   May 2004 - January 2009
Banc One Capital Markets   March 2003 - April 2004
Accenture  July 2001 - March 2003
The White House  June 1996 - July 1996

Skills
VBA, MS Excel - Expert, Natural Gas, Financial Analysis, Due Diligence, Project Management, Microsoft Excel, Financial Modeling, Midstream, MLP, Trading, Budget, FPA, Strategic Planning, Real Estate Development, Real Estate, Project Finance, Strategic Financial..., Long Range Planning, Forecasting, Corporate Budgeting, Cross Functional..., Risk Assessment, Finance, Analysis, Portfolio Management, Budgets, Valuation, Management

Education
University of Mississippi - School of Business Administration   1999 — 2001
MBA, Finance & MIS

University of Mississippi - School of Business Administration   1994 — 1998
BBA, Banking & Finance

St. Andrews High School   1991 — 1994

Glenn Schultz, CFA Glenn Schultz, CFA Greater Chicago Area Details
Glenn Schultz, CFA's Banc One Capital Markets Experience October 1996 - July 2004
Job Performance Trust
Industry Capital Markets
Experience
Performance Trust Capital Partners  August 2012 - Present
Wells Fargo  October 2006 - July 2012
J.P. Morgan   July 2004 - February 2006
Banc One Capital Markets   October 1996 - July 2004
Prudential Securities  May 1990 - February 1995

Skills
MBS, ABS, Structured Products, Structured Finance, Securitization, Fixed Income, Capital Markets, Securities, Portfolio Management, Residential Mortgages, Valuation, Asset Management, Investments, Series 7, Financial Markets, Series 63, Mortgage, Mortgage Lending, Investment Banking, Financial Structuring, Credit Derivatives, Credit

Education
University of Louisville   1990 — 1992
Master of Business Administration (M.B.A.), Finance, General

University of Louisville   1980 — 1987
BSBA, Finance

Edward Meyers Edward Meyers Greater New York City Area Details
Edward Meyers's Banc One Capital Markets Experience 2000 - 2004
Job Managing Director at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets  April 2009 - Present
Goldman Sachs & Co.   2004 - 2009
Banc One Capital Markets   2000 - 2004
New Harbor Incorporated  1997 - 2001
Duke/Louis Dreyfus LLC   1996 - 1997
Smith Barney  1993 - 1996
The First Boston Corporation  1977 - 1993

Skills
Public Finance, Debt, Capital Markets, Investment Banking, Valuation, Investments, Fixed Income, Derivatives, Portfolio Management, Finance

Education
Fordham University School of Law   1974 — 1977
JD, Law

College of the Holy Cross   1969 — 1974
AB, Political Science

Basil Skip Duncan, CFP®, MBA Basil Skip Duncan, CFP®, MBA Columbus, Ohio Area Details
Basil Skip Duncan, CFP®, MBA's Banc One Capital Markets Experience April 1995 - April 2000
Job Branch Manager & Financial Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial  January 2010 - Present
AXA Advisors  January 2002 - January 2010
SKM Mezzanine Partners   July 2000 - December 2001
Banc One Capital Markets   April 1995 - April 2000
Chemical Securities  1990 - 1994

Education
University of Virginia Darden School of Business   1988 — 1990
MBA, General Management

Middlebury College   1982 — 1984
BA, Economics

Columbus Academy   1968 — 1980

Adam Chalmers, CFA Adam Chalmers, CFA Greater Chicago Area Details
Adam Chalmers, CFA's Banc One Capital Markets Experience 2002 - 2004
Job Vice President at Antares Capital
Industry Banking
Experience
Antares Capital  2015 - Present
GE Antares Capital  2011 - 2015
M&I Marshall & Ilsley Bank   2010 - 2011
Madison Capital Funding  2004 - 2009
Banc One Capital Markets   2002 - 2004
Banc of America Securities  1997 - 2002

Education
University of Illinois at Urbana-Champaign
Bachelor of Arts, Finance

Patrick Huse Patrick Huse Indianapolis, Indiana Details
Patrick Huse's Banc One Capital Markets Experience July 1997 - December 2001
Job Founder at Huse Financial Services
Industry Investment Banking
Experience
BKD Corporate Finance   October 2009 - April 2012
Schneider Huse & Associates   January 2002 - October 2009
Banc One Capital Markets   July 1997 - December 2001
DePauw University  July 1994 - July 1997

Skills
Business Development, Strategic Planning, Deal Execution, Negotiation

Education
Indiana University - Kelley School of Business   2001 — 2004
MBA, Finance

DePauw University   1990 — 1994
Bachelor of Arts, Economics

Andrew Shafter Andrew Shafter Greater Boston Area Details
Andrew Shafter's Banc One Capital Markets Experience 1997 - 2001
Job Portfolio Manager at Community Capital Management
Industry Investment Management
Experience
Community Capital Management   May 2013 - Present
Longfellow Investment Management Co.  January 2009 - February 2013
Banc One Capital Markets   1997 - 2001
Bank One  1997 - 2000

Education
Northwestern University - Kellogg School of Management   1999 — 2001
MBA, Executive MBA Program

Hobart and William Smith Colleges   1984 — 1988

Eric Steager Eric Steager Greater Philadelphia Area Details
Eric Steager's Banc One Capital Markets Experience 2000 - 2003
Job Director, Corporate Development & Innovation at Independence Blue Cross
Industry Venture Capital & Private Equity
Experience
Independence Blue Cross  January 2012 - Present
GetWellGabby Foundation   April 2012 - Present
Drexel University  February 2013 - Present
GPX Enterprises   2007 - 2011
Safeguard Scientifics  2004 - 2007
Ankaa Capital Partners   2003 - 2004
BANC ONE CAPITAL MARKETS   2000 - 2003
Houlihan Lokey Howard & Zukin  1999 - 2000
Ernst & Young  1996 - 1999
Capital Valuation Group   1993 - 1996

Skills
Venture Capital, Mergers, Due Diligence, Negotiation, Valuation, Leveraged Finance, Buyouts, Private Equity, Financial Modeling, Corporate Development, Business Valuation, Investment Banking, Deal Structuring, M&A experience, Financial Analysis, Healthcare, Industrials, Start-ups, Business Strategy, Growth Capital, Strategy Development, Entrepreneurship, Business Planning, Strategic Planning, Alternative Investments, Corporate Governance, Corporate Finance, Mergers & Acquisitions, Strategy

Education
The University of Chicago Booth School of Business   2001 — 2003
MBA, Finance

Drexel University   1988 — 1993
BS, Finance

Daniel W Hemminger Daniel W Hemminger Greater Denver Area Details
Daniel W Hemminger's Banc One Capital Markets Experience 1995 - 1998
Job
Industry Wine and Spirits
Experience
Mizuho Corporate Bank, Ltd.   August 2003 - August 2008
Corridor Capital, LLC   November 2001 - August 2003
Hanifen Imhoff Div. of Stifel Nicolaus & Co.   November 1998 - November 2001
Banc One Capital Markets   1995 - 1998
ContiFinancial   1993 - 1995

Skills
Banking, Capital Markets, Syndications, Credit, Investment Banking, Structured Finance, Financial Structuring, Corporate Finance, Portfolio Management, Fixed Income, Financial Modeling, Valuation, Private Equity, Emerging Markets, Credit Analysis, Derivatives, Credit Risk, Restructuring, Loans, Bonds, Project Finance, Trading, Loan Origination, Equities

Education
Thunderbird School of Global Management
MBA

Craig Goldsmith Craig Goldsmith Greater Chicago Area Details
Craig Goldsmith's Banc One Capital Markets Experience 1998 - 2003
Job Vice President Grosvenor Capital Management
Industry Investment Management
Experience
Grosvenor Capital Management  August 2004 - Present
Banc One Capital Markets   1998 - 2003

Skills
Alternative Investments, Portfolio Management, Asset Allocation, Asset Managment, Bloomberg, Due Diligence, Fixed Income, Hedge Funds, Investments

Education
University of Michigan   1985 — 1989

University of Michigan - Stephen M. Ross School of Business   1985 — 1989
BBA, Finance

Lise-Lotte Smith Lise-Lotte Smith San Francisco Bay Area Details
Lise-Lotte Smith's Banc One Capital Markets Experience February 2001 - September 2002
Job Director Credit Research, Charles Schwab Investment Management
Industry Investment Management
Experience
Charles Schwab  August 2015 - Present
BlackRock  December 2009 - July 2015
Barclays Global Investors  May 2005 - November 2009
Banc One Capital Markets   February 2001 - September 2002
Carnegie Investment Bank   August 1999 - February 2001

Skills
Securitization, ABS, Residential Mortgages, Structured Finance, Structured Products, Credit Risk, Fixed Income, Hedge Funds, Money Market, Cash Management, ABCP, Capital Markets, Derivatives, Risk Management, Quantitative, Swedish, Teamwork, Self-directed, Volunteer Engagement, MBS

Education
Jönköping University   1995 — 1999
MSc, Business Administration, Finance

DePaul University   1998 — 1998

Merita Kulpinski Merita Kulpinski Greater Chicago Area Details
Merita Kulpinski's Banc One Capital Markets Experience 1990 - 2003
Job at Cabrera Capital Markets
Industry Investment Banking
Experience
Cabrera Capital Markets   September 2008 - Present
Podesta   June 2005 - August 2008
First Chicago Bank & Trust  1991 - 2003
Banc One Capital Markets   1990 - 2003
Bank One  1990 - 2003

Skills
Fixed Income, Capital Markets, Bonds, Investment Banking, Series 7, Bloomberg, Securities, Derivatives, Equities, Series 63, Options, Hedge Funds, Trading, Investments, Alternative Investments, Structured Products, Asset Management, Financial Modeling

Education
DePaul University   1992 — 1995
MBA, Finance

University of Illinois at Urbana-Champaign   1986 — 1990
Bachelor of Arts (BA), Economics

Andrea Sanger (Towne) Andrea Sanger (Towne) Greater Chicago Area Details
Andrea Sanger (Towne)'s Banc One Capital Markets Experience June 2003 - June 2004
Job Vice President at HSBC
Industry Banking
Experience
HSBC  November 2013 - Present
BNP Paribas  March 2010 - November 2013
BNP Paribas  October 2007 - March 2010
LaSalle Bank / ABN AMRO  September 2006 - October 2007
JPMorgan Securities  June 2004 - August 2006
Banc One Capital Markets   June 2003 - June 2004

Skills
Investment Banking, Capital Markets, Fixed Income, Financial Modeling, Derivatives, Valuation, Equities, Corporate Finance, Bloomberg, Portfolio Management, Structured Finance, Financial Analysis, Banking, Credit Analysis, Emerging Markets, Due Diligence, Financial Markets, Credit Risk

Education
University of Michigan - Stephen M. Ross School of Business   1999 — 2003

Carl Spalding Carl Spalding Greater New York City Area Details
Carl Spalding's Banc One Capital Markets Experience 1998 - 2004
Job Director at RBS
Industry Financial Services
Experience
The Royal Bank of Scotland  July 2004 - Present
Banc One Capital Markets   1998 - 2004

Education
Northwestern University   1994 — 1998

Hun School

Bryan Hopper Bryan Hopper Greater Chicago Area Details
Bryan Hopper's Banc One Capital Markets Experience June 2003 - July 2004
Job Executive Director, Multinational Corporates at J.P. Morgan
Industry Banking
Experience
J.P. Morgan   October 2014 - Present
Fifth Third Bank  December 2011 - October 2014
Royal Bank of Scotland  June 2008 - December 2011
ABN AMRO  September 2004 - June 2008
Banc One Capital Markets   June 2003 - July 2004
Ernst & Young Corporate Finance  September 1999 - June 2003
Banc One Capital Markets   January 1996 - September 1999

Education
Northwestern University - Kellogg School of Management   1998 — 2000
MBA, Finance, Strategy

University of Illinois at Urbana-Champaign   1990 — 1994
BA, Finance, Economics

Kevin Dunleavy Kevin Dunleavy Greater Chicago Area Details
Kevin Dunleavy's Banc One Capital Markets Experience January 2000 - July 2001
Job Cash & Collateral Mgmt Northern Trust, Hedge Fund Services
Industry Financial Services
Experience
Northern Trust - Hedge Fund Services  August 2013 - Present
Citadel Investment Group  November 2003 - May 2013
Bank One, NA  July 2001 - November 2003
Banc One Capital Markets   January 2000 - July 2001
ABN AMRO Bank N.V.   September 1990 - January 2000

Skills
Capital Markets, Collateral Management, Derivatives, Portfolio Management, Asset Management, Valuation, Fixed Income, Investments, Risk Management

Education
Belmont Abbey College
Bachelor of Business Administration (BBA), Finance, General

Patrick Dunphy Patrick Dunphy Cleveland/Akron, Ohio Area Details
Patrick Dunphy's Banc One Capital Markets Experience 2001 - 2003
Job Senior Vice President at Citizens Bank
Industry Banking
Experience
Citizens Bank  February 2007 - Present
LaSalle Bank  2003 - 2007
LaSalle Bank, ABN AMRO Bank   2003 - 2007
Banc One Capital Markets   2001 - 2003
NBD Bank  1993 - 1995
General Public Utilities  1988 - 1991

Skills
Credit, Commercial Banking, Commercial Lending, Credit Analysis, Loans, Banking, Credit Risk, Portfolio Management, Capital Markets, Loan Origination, Underwriting, Retail Banking, Cash Management

Education
The Ohio State University - The Max M. Fisher College of Business   1991 — 1993
Master of Business Administration (MBA), Finance and Marketing

University of Cincinnati   1983 — 1988
Bachelor of Science (BS), Nuclear Engineering

Patty LeCompte Patty LeCompte Greater Chicago Area Details
Patty LeCompte's Banc One Capital Markets Experience 1999 - 2004
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock  August 2010 - Present
Goldman Sachs  2009 - August 2010
Merrill Lynch  2006 - 2008
JP Morgan  2004 - 2006
Banc One Capital Markets   1999 - 2004
American National Bank  1998 - 1999

Skills
Series 7, Series 3, Series 63, Series 66, Institutional Clients, Fixed Income, Client Service, Fixed Income Products, Financial Services, Institutional..., Bonds, Securities, Alternative Investments, Asset Allocation, FINRA, Equities, Relationship Management, Client Services, Portfolio Management, Management, Mutual Funds, Investments, Sales, Uniform Combined State..., Asset Management

Education
Colorado State University   1989 — 1993
Bachelor of Science (BS), Psychology

Dave Novosel Dave Novosel Greater Chicago Area Details
Dave Novosel's Banc One Capital Markets Experience 1997 - 2004
Job Senior Investment Analyst at Gimme Credit
Industry Investment Management
Experience
Gimme Credit   2004 - Present
Banc One Capital Markets   1997 - 2004
Metropolitan Life Insurance Company  1993 - 1996

Skills
Telecommunications, Cable/Media, Technology

Education
Northwestern University - Kellogg School of Management   1983 — 1985
Master of Business Administration (MBA), Finance, General

Yale University   1977 — 1981

Christine Mondero Corrales Christine Mondero Corrales Greater Chicago Area Details
Christine Mondero Corrales's Banc One Capital Markets Experience February 1999 - August 2002
Job Project Manager
Industry Banking
Experience
JPMorgan Chase  August 2002 - February 2008
Banc One Capital Markets   February 1999 - August 2002
Bank of America  July 1997 - January 1999
First Chicago Capital Markets  June 1996 - August 1996
Nicor Gas  June 1992 - August 1995
Illinois Department of Transportation  June 1991 - August 1991

Skills
Project Management, Process Improvement, Program Management, Vendor Management, Business Analysis, Cross-functional Team..., Business Process..., Social Media

Education
The University of Chicago - Booth School of Business   1995 — 1997
Master of Business Administration (MBA), Finance, General

University of Illinois at Urbana-Champaign   1988 — 1992
BS, Civil Engineering

Cary Schulz Cary Schulz Greater Chicago Area Details
Cary Schulz's Banc One Capital Markets Experience September 1998 - August 2004
Job Director at Loop Capital Markets
Industry Investment Banking
Experience
Loop Capital Markets  October 2004 - Present
Banc One Capital Markets   September 1998 - August 2004

Skills
Series 7, Bonds, Equities, Fixed Income, Capital Markets, Derivatives, Trading, Securities, Bloomberg, Hedge Funds, Investment Banking, Alternative Investments

Education
Miami University   1987 — 1991
BS, Business

Rich Considine Rich Considine Greater Boston Area Details
Rich Considine's Banc One Capital Markets Experience 1997 - 2004
Job Director of Investments at Investment Firm
Industry Capital Markets
Experience
.   June 2010 - Present
JP Morgan  2004 - 2007
JPMORGAN SECURITIES  2004 - 2007
Banc One Capital Markets   1997 - 2004
Fitzgerald Davis and Associates   1994 - 1998
John Nuveen and Co   1986 - 1990

Skills
Derivatives, Investments, Capital Markets, Bonds, Fixed Income, Alternative Investments, Series 7, Series 63, Portfolio Management, Asset Allocation, Securities, Hedge Funds

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1985 — 1986
MBA Coursework

Boston College   1979 — 1983
Bachelor of Science, Biology

Loyola Academy   1975 — 1979

Harry Manko Harry Manko Greater New York City Area Details
Harry Manko's Banc One Capital Markets Experience 1998 - 2003
Job Director at National Australia Bank
Industry Capital Markets
Experience
National Australia Bank  January 2011 - Present
Maxim Group  2009 - 2010
ABN AMRO Bank N.V.   2004 - 2007
Banc One Capital Markets   1998 - 2003
Chase Securities  1995 - 1998
RW Pressprich  1990 - 1995
Bear Stearns  1985 - 1990
European American Bank  1980 - 1985
Fire Island Ferries Inc.  1971 - 1978

Skills
Hedge Funds, Fixed Income, Capital Markets, Bonds, Trading

Education
Bay Shore High School

Hofstra University

Martin Good Martin Good Greater Chicago Area Details
Martin Good's Banc One Capital Markets Experience January 1998 - January 2004
Job Fixed Income Sales
Industry Investment Banking
Experience
Wells Fargo Securities  2012 - Present
JPMorgan Securities Inc  1989 - 2012
J.P. Morgan   January 1987 - 2012
BANC ONE CAPITAL MARKETS   January 1998 - January 2004
American National Bank  1987 - 1995

Education
Michigan State University   1983 — 1987
Bachelor of Arts (BA), Business Administration

Jane Ott Jane Ott Greater Chicago Area Details
Jane Ott's Banc One Capital Markets Experience 1997 - 2002
Job President North South Capital
Industry Financial Services
Experience
North South Capital   DirectorBond Club of ChicagoFebruary 2008 - February 2013
Podesta & Co.   May 2004 - May 2008
Banc One Capital Markets   1997 - 2002
The Chase Manhattan Bank  1986 - 1997

Skills
Investments, Fixed Income, Securities, Bonds, Series 7, Capital Markets, Equities, Series 63, Asset Management, Financial Analysis, Wealth Management, Hedge Funds, Mentoring, Investment Banking, Trading Systems, Series 24, Electronic Trading, Finance, Investment Strategies, Asset Allocation, Bloomberg, Investment Management, Mutual Funds, Investment Advisory, FINRA, Options, ETFs, Trading, Financial Markets, Equity Trading, Equity Research, Portfolio Management, Financial Advisory, Private Equity

Education
Northwestern University - Kellogg School of Management   2000 — 2002
MBA

Saint Anselm College   1982 — 1985
BA, Economics

Joe Tully-Deceased Joe Tully-Deceased Greater Detroit Area Details
Joe Tully-Deceased's Banc One Capital Markets Experience 1998 - 2001
Job Managing Director, Oak River Capital, LLC
Industry Investment Management
Experience
Oak River Capital, LLC   2004 - 2011
Franklin Security Bank, FSB   2004 - 2007
D'Long Capital Management   2001 - 2003
Banc One Capital Markets   1998 - 2001
First Chicago Capital Markets  1996 - 1998
NBD Bank  1994 - 1996
NBD Bank  1992 - 1994
NBD Bank  1984 - 1992
National Bank Of Detroit  1981 - 1983
National Bank Of Detroit  1980 - 1981

Education
University of Illinois at Urbana-Champaign   1978 — 1980
MBA, Finance

McGill University   1974 — 1978
B. Commerce, Finance & Marketing

David Fumi David Fumi Columbus, Ohio Details
David Fumi's Banc One Capital Markets Experience April 1990 - May 2003
Job Managing Director at Signet Capital/Signet Securities
Industry Investment Banking
Experience
Signet Capital, LLC/Signet Securities, LLC   August 2013 - Present
Grand Vista Global Energy Holdings, LLC   September 2011 - Present
Advoca Capital   July 2008 - August 2011
The Huntington Investment Company  May 2003 - June 2008
Banc One Capital Markets   April 1990 - May 2003

Skills
Venture Capital, Mergers, Strategic Planning, Financial Analysis, Investments, Series 7, Entrepreneurship, Business Strategy, Trading, Investment Banking, Mergers & Acquisitions, Bonds, Series 24, Portfolio Management, Asset Management, Due Diligence

Education
The Ohio State University Fisher College of Business   1982 — 1987
Bachelor of Science, Finance

Tom Reeg Tom Reeg Houston, Texas Area Details
Tom Reeg's Banc One Capital Markets Experience 2001 - 2002
Job President at Eldorado Resorts Inc.
Industry Gambling & Casinos
Experience
Eldorado Resorts Inc.   September 2014 - Present
Eldorado Resorts Inc.   September 2014 - Present
Eldorado Resorts LLC   January 2011 - September 2014
Eldorado Resorts LLC   September 2007 - September 2014
Circus & Eldorado Joint Venture   2011 - 2014
Newport Global Advisors   September 2005 - December 2010
Autocam Medical  2009 - 2010
Autocam  2007 - 2010
AIG Global Investments   June 2002 - September 2005
Banc One Capital Markets   2001 - 2002

Education
University of Notre Dame   1989 — 1993
BBA, Finance

St. Viator

James C. Shoff James C. Shoff Charlotte, North Carolina Area Details
James C. Shoff's Banc One Capital Markets Experience 2002 - 2004
Job Adjunct Professor
Industry Capital Markets
Experience
Central Piedmont Community College  January 2013 - Present
Queens University of Charlotte  August 2012 - Present
UNC Charlotte  August 2012 - September 2013
Queens University of Charlotte  May 2010 - May 2012
JPMorgan Securities  2002 - 2008
Banc One Capital Markets   2002 - 2004
PNC Financial Services Group  April 1998 - November 2002
bank of america  1991 - 1998

Education
UNCC   2012 — 2014
Gerontology

Queens University of Charlotte
MA - Communications

Southern Methodist University - Cox School of Business   1983 — 1984
MBA, Finance

University of Virginia   1980 — 1982
BA, Economics

University of Pittsburgh   1978 — 1980

David Persenaire David Persenaire Greater Chicago Area Details
David Persenaire's Banc One Capital Markets Experience June 2001 - March 2004
Job AVP at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  July 2010 - Present
Terra Nova Financial  November 2007 - November 2009
Cochran Caronia Waller  April 2006 - October 2007
Terra Nova Trading  November 2004 - April 2006
Wachovia Securities  March 2004 - November 2004
Banc One Capital Markets   June 2001 - March 2004
ABN Amro  August 1998 - June 2001
NASD Regulation  March 1996 - August 1998
Everen Securities  1991 - 1996

Skills
FINRA, Fixed Income, Investment Banking, Mortgage Lending, Series 24, Series 63, Series 7, Trading, Equities, AML, Mutual Funds, Investments, Capital Markets

Education
DePaul University
M.A., Economics

Calvin College
B.A., Economics

Rick Harper Rick Harper Greater New York City Area Details
Rick Harper's Banc One Capital Markets Experience July 2002 - July 2003
Job Head of Fixed Income and Currency at WisdomTree Asset Management
Industry Financial Services
Experience
WisdomTree Asset Management  January 2007 - Present
RBC Dain Rauscher  July 2004 - October 2005
Banc One Capital Markets   July 2002 - July 2003
ETF Advisors   June 2002 - June 2003
Nuveen Investments  1995 - 2002
FEDERAL RESERVE BANK OF ATLANTA,  1992 - 1993
MERRILL LYNCH & CO.   1991 - 1992

Skills
ETFs, Fixed Income, Alternative Investments, Mutual Funds, Asset Allocation, Asset Managment, Series 7, Investment Strategies, Bloomberg, Bonds, Portfolio Management, Investments, Investment Banking, Currency, Investment Management, Financial Markets, Capital Markets, Emerging Markets, Financial Structuring, Financial Advisory, FX Options, Swaps, Economics

Education
Indiana University - Kelley School of Business   1993 — 1995
MBA, Finance and Economics

Indiana University Bloomington   1993 — 1995
MBA, Economics and Investments

Emory University   1987 — 1991
BA, Economics and History

H. Michael Miller H. Michael Miller Greater New York City Area Details
H. Michael Miller's Banc One Capital Markets Experience 2001 - 2004
Job High Yield Bond & Leveraged Loan Sales at RBS Securities
Industry Financial Services
Experience
RBS Securities  2013 - Present
The PrinceRidge Group  2009 - 2012
CIBC World Markets  2004 - 2006
Banc One Capital Markets   2001 - 2004
ABN AMRO  1999 - 2001
Banc of America Securities  1996 - 1999

Skills
Leveraged Finance, High Yield Bonds, Leveraged Loans, Credit Analysis, Financial Analysis, Special Situations, Corporate Finance, Fixed Income, Distressed Debt, Corporate Credit, Management, Sales Management, Capital Markets, Sales, LBO, High Yield

Education
Temple University
BBA

Widener University
MBA

Jill Buck Jill Buck Greater Denver Area Details
Jill Buck's Banc One Capital Markets Experience January 1997 - January 2004
Job Public Relations Associate
Industry Marketing and Advertising
Experience
Cutter Communications   November 2012 - Present
Xstatic Public Relations   September 2013 - Present
VideoBloom   January 2012 - Present
Douglas County School District  July 2004 - July 2009
BANC ONE CAPITAL MARKETS   January 1997 - January 2004
FIRST CHICAGO CAPITAL MARKETS  January 1993 - January 1997
FIRST NATIONAL BANK OF CHICAGO  January 1991 - January 1992
First National Bank of Chicago  January 1990 - January 1992

Skills
Project Management, Trading, Series 7, Investments, Sales, Fixed Income, Leadership, Strategic Planning, Marketing, New Business Development, Capital Markets, Bonds, SEO, Online Marketing, Social Media Marketing, Event Management, Strategy, CRM, Email Marketing, Management, Social Media, Marketing Communications, Public Relations, Blogging, Marketing Strategy, Event Planning

Education
University of Michigan   1985 — 1989
BA, Art History

University of Michigan   1985 — 1989

Alex Roever Alex Roever Greater Chicago Area Details
Alex Roever's Banc One Capital Markets Experience 1996 - 2004
Job Managing Director at JPMorgan
Industry Investment Banking
Experience
J.P. Morgan   July 2013 - Present
JPMorgan  2004 - Present
J.P. Morgan   2008 - 2011
Banc One Capital Markets   1996 - 2004
ING Investment Management  1990 - 1996

Education
Emory University - Goizueta Business School   1989 — 1991
MBA, Finance, Management

Vanderbilt University   1982 — 1986
BA, Economics, English

Georgia State University
MA, Economics

Dennis Petito Dennis Petito Houston, Texas Details
Dennis Petito's Banc One Capital Markets Experience 1998 - 2000
Job Managing DirectorHead of North American Energy at Credit Agricole Corporate and Investment Bank
Industry Banking
Experience
CREDIT AGRICOLE CORPORATE AND INVESTMENT BANK  May 2000 - Present
Credit Lyonnais  May 2000 - May 2003
Banc One Capital Markets   1998 - 2000
First Chicago  March 1987 - November 1998
Societe Generale  July 1979 - March 1987
Bank of Montreal  June 1977 - July 1979

Skills
Structured Finance, Investment Banking, Corporate Finance, Financial Structuring, Capital Markets, Energy, Energy Policy, Oil & Gas Industry, A&D, Debt Restructuring, Leveraged Finance, Mergers, Power Utilities, Derivatives, Mergers & Acquisitions, Credit Risk, Valuation, Banking, Due Diligence, Risk Management, Portfolio Management, Credit Analysis, Private Equity, Commercial Banking, Emerging Markets, Structured Products, Divestitures, Credit, Fixed Income, Project Finance, Commodity, Financial Markets, Hedging, Hedge Funds, LBO, Syndications, Equities, Trading, Finance

Education
Columbia University - School of International and Public Affairs   1975 — 1977
Masters, International Finance and Banking

Queens College   1971 — 1975
BA, Economics and Poli Sci

Regis High School   1967 — 1971

Fouad Onbargi Fouad Onbargi Greater New York City Area Details
Fouad Onbargi's Banc One Capital Markets Experience 1999 - 2002
Job Head of Origination/Banking at KGSAlpha Capital Markets, L.P.
Industry Investment Banking
Experience
KGS-Alpha Capital Markets, L.P.   May 2011 - Present
Aladdin Capital  September 2009 - May 2011
Barclays Capital  June 2002 - April 2009
J.P. Morgan Securities Inc   1999 - 2002
Banc One Capital Markets   1999 - 2002
JPMorgan  1999 - 2002
Sidley Austin  1996 - 1999
White & Case  1993 - 1996

Skills
Fluent in Arabic,..., Equities, Italian, ABS, Structured Finance, Financial Structuring, Structured Products, French, Derivatives, Fixed Income, Loan Origination, Capital Markets, Arabic, Securitization, Bonds, Analysis, Investment Banking, Hedge Funds, Corporate Governance

Education
Georgetown School of Foreign Service   1989 — 1993
MS, Finance / IBD

Georgetown University Law Center   1989 — 1993
JD/MSFS, Law & International Relations

Harvard University   1985 — 1989
BA, Government & Near Eastern Studies

Jessica Bush Jessica Bush Des Moines, Iowa Area Details
Jessica Bush's Banc One Capital Markets Experience March 2001 - June 2002
Job Senior Research Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  March 2014 - Present
Principal Financial Group  July 2006 - March 2014
Putnam Investments  October 2002 - February 2006
Banc One Capital Markets   March 2001 - June 2002

Education
University of Michigan   1993 — 1997
BBA, Marketing and Accounting

Dover Sherborn High School   1989 — 1993

Kurt Yndestad Kurt Yndestad Greater Chicago Area Details
Kurt Yndestad's Banc One Capital Markets Experience January 1999 - May 2003
Job Executive Director, Investment Advisor, Team Lead at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan   October 2006 - Present
First Oak Brook Capital Markets   May 2003 - October 2006
Banc One Capital Markets   January 1999 - May 2003

Skills
Investments, Credit, Capital Markets, Fixed Income Strategies, Trust Services, Foundations, Nonprofits, Portfolio Management, Series 24, Series 52, Series 7, Series 63

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1983 — 1985
MBA, Finance and Financial Management Services

Illinois Wesleyan University   1979 — 1983
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Martin Trekas Martin Trekas Greater Chicago Area Details
Martin Trekas's Banc One Capital Markets Experience 1990 - 2004
Job V.P. Fixed Income Sales Loop Capital Markets
Industry Investment Banking
Experience
Loop Capital Markets  February 2011 - Present
Cabrera Capital Markets, LLC  April 2004 - February 2011
Banc One Capital Markets   1990 - 2004

Education
DePaul University   1986 — 1990
B.S., Finance

Timothy Houlahan Timothy Houlahan Greater Chicago Area Details
Timothy Houlahan's Banc One Capital Markets Experience 1999 - 2004
Job Managing Director at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo Securities  2004 - Present
Banc One Capital Markets   1999 - 2004

Education
Vanderbilt University - Owen Graduate School of Management
MBA, Corporate Finance

University of Iowa
Bachelor of Business Administration (BBA)

Glen Marx Glen Marx Greater Chicago Area Details
Glen Marx's Banc One Capital Markets Experience 2002 - 2004
Job FX Sales Trader at R.J. O'Brien & Associates LLC
Industry Financial Services
Experience
R.J. O'Brien & Associates LLC   March 2013 - Present
MF Global  2007 - November 2011
JP Morgan Chase  2005 - 2007
Banc One Capital Markets   2002 - 2004

Skills
Currency, Swaps, Bloomberg, Fixed Income Trading, FX, Series 3, Series 34

Education
University of Illinois at Urbana-Champaign   1995 — 1999
Bachelors, Economcis

David Canmann David Canmann United States Details
David Canmann's Banc One Capital Markets Experience 1997 - 2000
Job Executive Vice President Finance at Tessa Asset Management
Industry
Experience
Tessa Asset Management   2013 - Present
Federal Deposit Insurance Corporation  2010 - 2013
Independent Financial Consultancy   2009 - 2010
BMO Capital Markets Corp.  2000 - 2008
Banc One Capital Markets   1997 - 2000
Lewis, Overbeck,& Furman   1992 - 1995
Rooks, Pitts, & Poust   1990 - 1992

Skills
Capital Markets, Leveraged Finance, Private Equity, Credit Analysis, Portfolio Management, Project Finance, Financial Reporting, Financial Analysis, Asset Management, Banking, Risk Management, Commercial Lending, Structured Finance, Loans, Valuation, Commercial Banking, Financial Modeling, Credit, Corporate Finance, Securitization, Mergers & Acquisitions, Securities Regulation, Real Estate, Fixed Income

Education
Northwestern University - Kellogg School of Management   1995 — 1997
MM, Finance

Cornell Law School   1987 — 1990
JD, Law

Amherst College   1983 — 1987
BA, Economics

James Junker James Junker Greater Detroit Area Details
James Junker's Banc One Capital Markets Experience January 1997 - July 2001
Job Vice President and Member at Utica Leaseco, LLC
Industry Financial Services
Experience
Utica Leaseco, LLC   October 2014 - Present
Wells Fargo Bank  August 2005 - September 2014
GE Capital  July 2001 - February 2004
Banc One Capital Markets   January 1997 - July 2001
NBD Bank  May 1988 - January 1997

Skills
Securitization, Bonds, Entrepreneurship, Acquisitions, Syndications, Loans, Credit, Portfolio Management, Commercial Lending, Banking, Series 7, Credit Analysis, Commercial Banking, Investments, Capital Markets, Investment Banking

Education
University of Michigan - Stephen M. Ross School of Business   1986 — 1988
MBA, FINANCE

University of Michigan   1978 — 1982
Bachelor of Arts (B.A.), European History

Frank Adducci Frank Adducci Greater Chicago Area Details
Frank Adducci's Banc One Capital Markets Experience February 1997 - May 2001
Job Analytics Consultant at First Union Rail, a Wells Fargo Company
Industry Transportation/Trucking/Railroad
Experience
First Union Rail, a Wells Fargo Company   July 2012 - Present
Wells Fargo Home Mortgage  August 2011 - July 2012
Wells Fargo Home Mortgage  October 2009 - July 2011
Mesirow Financial  May 2001 - August 2004
Banc One Capital Markets   February 1997 - May 2001

Skills
Investments, Banking, Series 63, Financial Analysis, Series 7, Mortgage Lending, Fixed Income, Municipal Bonds, Bond Pricing, Financial Modeling, Financial Reporting, Financial Markets

Education
University of Iowa   1985 — 1988
MFA, Theatrical Direction

Eastern Illinois University
BA, Economics

Jeffrey Orr Jeffrey Orr Weston, Connecticut Details
Jeffrey Orr's Banc One Capital Markets Experience June 2000 - July 2004
Job Managing Director at RBS Global Banking & Markets
Industry Investment Banking
Experience
RBS Global Banking & Markets  July 2004 - Present
Banc One Capital Markets   June 2000 - July 2004
Duff & Phelps Credit Rating Co.   1996 - 2000
The Sanwa Bank, Ltd.   1992 - 1996
American National Bank and Trust Co. of Chicago   1989 - 1992

Education
University of Chicago   1998 — 2000
Master of Business Administration (MBA), Accounting and Finance

University of Illinois at Urbana-Champaign   1985 — 1989
Bachelor of Arts (B.A.), Economics

Tom Gervais Tom Gervais Dallas, Texas Details
Tom Gervais's Banc One Capital Markets Experience January 1990 - December 2000
Job Founder/Managing Director at Summit Capital Partners
Industry Investment Management
Experience
Summit Capital Partners LLC   April 2010 - Present
PBL Capital   August 2006 - April 2010
BMO Capital Markets  January 2004 - August 2006
RBC Dain Rauscher  January 2001 - December 2003
Banc One Capital Markets   January 1990 - December 2000

Education
University of Houston   1980 — 1982
Master of Science (MS)

University of Houston   1979 — 1980
Bachelor of Science (BS)