Blue Prairie Group
Industry: Company
DescriptionFounded: 2002 Subsidiary: Blue Prairie Group,Llc, Asset Management ArmFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportBlue Prairie GroupWebsiteDirections Saved (0) Saved Save Investment service in Chicago, Illinois Address: 65 E Wacker Pl #1850, Chicago, IL 60601 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (312) 645-1899: : : Category: : : : Place name: Website: Website: http://www.blueprairiegroup.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Blue Prairie Group Posting publicly on the Web Write a review Reviews Be the first to review
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Blue Prairie Group Employees
Employee
Years
Job
Industry
Dennis Abboud Dennis Abboud's Blue Prairie Group Experience February 2013 - June 2013
Job Associate Consultant at Altair Advisers
Industry Financial Services
Experience
Altair Advisers June 2013 - Present
Blue Prairie Group February 2013 - June 2013
UBS October 2012 - December 2012
Northwestern Mutual April 2011 - October 2012
Infinity Resources, Inc. June 2010 - September 2010
Skills
Morningstar, Capital IQ, Financial Modeling, Financial Analysis, Investments, Asset Allocation, Strategic Financial..., Microsoft Excel, Microsoft Office
Education
DePaul University 2009 — 2013
Bachelor of Science (B.S.), Honors Finance and Honors Economics
Altair Advisers June 2013 - Present
Blue Prairie Group February 2013 - June 2013
UBS October 2012 - December 2012
Northwestern Mutual April 2011 - October 2012
Infinity Resources, Inc. June 2010 - September 2010
Skills
Morningstar, Capital IQ, Financial Modeling, Financial Analysis, Investments, Asset Allocation, Strategic Financial..., Microsoft Excel, Microsoft Office
Education
DePaul University 2009 — 2013
Bachelor of Science (B.S.), Honors Finance and Honors Economics
Shravan Sharma Shravan Sharma's Blue Prairie Group Experience August 2014 - December 2014
Job Investment Performance Analyst at Northern Trust Corporation
Industry Investment Management
Experience
Northern Trust Corporation February 2015 - Present
Blue Prairie Group August 2014 - December 2014
Guggenheim Partners June 2014 - August 2014
DePaul University International Portfolio Management March 2014 - August 2014
ReVamp Electronics January 2013 - May 2014
Skills
Microsoft Excel, B2B, Management, Leadership, Analysis, Teamwork, Financial Analysis, Time Management, Communication, Financial Accounting, Forecasting, Valuation, Bloomberg Terminal, Equity Research, PowerPoint
Education
DePaul University 2012 — 2014
Bachelor of Science (BS), Finance
Northern Trust Corporation February 2015 - Present
Blue Prairie Group August 2014 - December 2014
Guggenheim Partners June 2014 - August 2014
DePaul University International Portfolio Management March 2014 - August 2014
ReVamp Electronics January 2013 - May 2014
Skills
Microsoft Excel, B2B, Management, Leadership, Analysis, Teamwork, Financial Analysis, Time Management, Communication, Financial Accounting, Forecasting, Valuation, Bloomberg Terminal, Equity Research, PowerPoint
Education
DePaul University 2012 — 2014
Bachelor of Science (BS), Finance
Tony DiGirolamo Tony DiGirolamo's Blue Prairie Group Experience March 2012 - Present
Job Operations & Client Relations at Blue Prairie Group
Industry Financial Services
Experience
Blue Prairie Group March 2012 - Present
BAM Studios October 2011 - March 2012
BAM Studios July 2011 - September 2011
Skills
Retirement Plan..., Client Relations, ERISA, 401k, Workflow Management, Process Automation, Microsoft CRM, Post Production, Microsoft Office, SharePoint, Sound Design, Sound Editing, Pro Tools, Editing, Final Cut Pro, Studio Recording, Audio Engineering, Audio Post Production, WordPress, FinaConnect, HotDocs
Education
DePaul University 2010 — 2012
Master of Science (M.S.), Cinema Production, 3.75
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Science (B.S.), Communications, 3.65
Blue Prairie Group March 2012 - Present
BAM Studios October 2011 - March 2012
BAM Studios July 2011 - September 2011
Skills
Retirement Plan..., Client Relations, ERISA, 401k, Workflow Management, Process Automation, Microsoft CRM, Post Production, Microsoft Office, SharePoint, Sound Design, Sound Editing, Pro Tools, Editing, Final Cut Pro, Studio Recording, Audio Engineering, Audio Post Production, WordPress, FinaConnect, HotDocs
Education
DePaul University 2010 — 2012
Master of Science (M.S.), Cinema Production, 3.75
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Science (B.S.), Communications, 3.65
Rebecca Cordy Rebecca Cordy's Blue Prairie Group Experience July 2013 - September 2013
Job Legal Assistant at Willkie Farr & Gallagher LLP
Industry Legal Services
Experience
Willkie Farr & Gallagher LLP September 2014 - Present
Blue Prairie Group July 2013 - September 2013
McLagan June 2011 - August 2012
Skills
Editing, PowerPoint, Data Analysis, Spanish, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Economics, Event Planning
Education
Northwestern University 2010 — 2014
Political Science, Business Institutions Program, Spanish
Universidad de Sevilla 2012 — 2012
The Ursuline School 2006 — 2010
Willkie Farr & Gallagher LLP September 2014 - Present
Blue Prairie Group July 2013 - September 2013
McLagan June 2011 - August 2012
Skills
Editing, PowerPoint, Data Analysis, Spanish, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Economics, Event Planning
Education
Northwestern University 2010 — 2014
Political Science, Business Institutions Program, Spanish
Universidad de Sevilla 2012 — 2012
The Ursuline School 2006 — 2010
Rachael DeLauro Rachael DeLauro's Blue Prairie Group Experience December 2007 - November 2009
Job Senior Project Manager at Avatar Solutions www.avatarsolutions.com
Industry Human Resources
Experience
Avatar Solutions - www.avatarsolutions.com November 2014 - Present
Avatar HR Solutions March 2010 - Present
Blue Prairie Group December 2007 - November 2009
Manpower 2006 - 2007
Education
Roosevelt University 2005 — 2007
Master's, Industrial/Organizational Psychology
Ohio University 2000 — 2004
psychology
Avatar Solutions - www.avatarsolutions.com November 2014 - Present
Avatar HR Solutions March 2010 - Present
Blue Prairie Group December 2007 - November 2009
Manpower 2006 - 2007
Education
Roosevelt University 2005 — 2007
Master's, Industrial/Organizational Psychology
Ohio University 2000 — 2004
psychology
Carmela Elco Carmela Elco's Blue Prairie Group Experience April 2014 - Present
Job Managing Director/Senior ERISA Consultant at Blue Prairie Group
Industry Financial Services
Experience
Blue Prairie Group April 2014 - Present
RESOURCES for Retirement March 2011 - February 2014
Resources for Retirement May 1999 - March 2011
Kvaverner March 1998 - April 1999
Skills
Retirement Plan..., 401k, 403 b, Defined Benefit, Employee Benefits, Fiduciary, HR Consulting, Executive Benefit..., Investment Advisory, ERISA, Retirement, Investments, Series 7, Series 65, Financial Advisory, Fixed Annuities, Financial Services, Investment Management, Mutual Funds, Best Practices
Education
St. Francis University 1994 — 1996
Masters Degree, Human Resources Management/Personnel Administration, General, 4.0
University of Pittsburgh 1988 — 1992
Bachelor's degree, Psychology
Blue Prairie Group April 2014 - Present
RESOURCES for Retirement March 2011 - February 2014
Resources for Retirement May 1999 - March 2011
Kvaverner March 1998 - April 1999
Skills
Retirement Plan..., 401k, 403 b, Defined Benefit, Employee Benefits, Fiduciary, HR Consulting, Executive Benefit..., Investment Advisory, ERISA, Retirement, Investments, Series 7, Series 65, Financial Advisory, Fixed Annuities, Financial Services, Investment Management, Mutual Funds, Best Practices
Education
St. Francis University 1994 — 1996
Masters Degree, Human Resources Management/Personnel Administration, General, 4.0
University of Pittsburgh 1988 — 1992
Bachelor's degree, Psychology
Constantine Mulligan Constantine Mulligan's Blue Prairie Group Experience March 2015 - Present
Job Managing Partner, Director of Research at Blue Prairie Group
Industry Financial Services
Experience
Blue Prairie Group March 2015 - Present
Blue Prairie Group May 2012 - Present
RH Financial Group, LLC February 2010 - May 2012
Results One Financial, LLC February 2008 - February 2010
Skills
Investments, Alternative Investments, 401k, Fixed Income, Equities, Asset Managment, Portfolio Management, Due Diligence, Investment Strategies, Financial Analysis, Investment Advisory, Employee Benefits, Financial Statement...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
MBA, Finance
Northern Illinois University - College of Business 2005 — 2007
Bachelors, Finance
Blue Prairie Group March 2015 - Present
Blue Prairie Group May 2012 - Present
RH Financial Group, LLC February 2010 - May 2012
Results One Financial, LLC February 2008 - February 2010
Skills
Investments, Alternative Investments, 401k, Fixed Income, Equities, Asset Managment, Portfolio Management, Due Diligence, Investment Strategies, Financial Analysis, Investment Advisory, Employee Benefits, Financial Statement...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
MBA, Finance
Northern Illinois University - College of Business 2005 — 2007
Bachelors, Finance
Nina L. Savas, Esq. Nina L. Savas, Esq.'s Blue Prairie Group Experience May 2007 - July 2007
Job Assistant Solicitor, Ninth Circuit
Industry Law Practice
Experience
State of South Carolina - Ninth Circuit March 2014 - Present
Motley Rice February 2014 - March 2014
Nelson Mullins December 2013 - January 2014
Charleston Pro Bono Legal Services September 2013 - January 2014
9th Judicial Circuit Court, Hon. J.C. Nicholson, Jr. June 2013 - August 2013
Protection and Advocacy for People with Disabilities, Inc. January 2012 - June 2012
Clekis Law Firm June 2011 - July 2011
South Carolina 10th Judicial Circuit Office of the Solicitor June 2010 - August 2010
Bullseye Strategy May 2005 - May 2008
Blue Prairie Group May 2007 - July 2007
Education
Charleston School of Law 2009 — 2012
J.D.
University of Colorado School of Law 2011 — 2012
J.D. Visiting Student, Silicon Flatirons Center for Law, Technology, & Entrepreneurship
Stetson University 2005 — 2008
B.A., Communication Studies and Marketing
State of South Carolina - Ninth Circuit March 2014 - Present
Motley Rice February 2014 - March 2014
Nelson Mullins December 2013 - January 2014
Charleston Pro Bono Legal Services September 2013 - January 2014
9th Judicial Circuit Court, Hon. J.C. Nicholson, Jr. June 2013 - August 2013
Protection and Advocacy for People with Disabilities, Inc. January 2012 - June 2012
Clekis Law Firm June 2011 - July 2011
South Carolina 10th Judicial Circuit Office of the Solicitor June 2010 - August 2010
Bullseye Strategy May 2005 - May 2008
Blue Prairie Group May 2007 - July 2007
Education
Charleston School of Law 2009 — 2012
J.D.
University of Colorado School of Law 2011 — 2012
J.D. Visiting Student, Silicon Flatirons Center for Law, Technology, & Entrepreneurship
Stetson University 2005 — 2008
B.A., Communication Studies and Marketing
Linda Jelinek Linda Jelinek's Blue Prairie Group Experience April 2005 - December 2005
Job SVP, Director of Human Resources at US Fiduciary Services, Inc.
Industry Financial Services
Experience
US Fiduciary Services, Inc. December 2005 - Present
Blue Prairie Group April 2005 - December 2005
Oak Brook Bank January 2003 - December 2004
Superior Bank June 1987 - July 2002
Skills
Performance Management, Recruiting, Strategic Planning, Coaching, Change Management, Leadership Development, Process Improvement, Relationship Management, Organizational..., Team Building, Microsoft Excel, Microsoft Office, Mergers, Investments, Business Analysis, Financial Analysis, Human Resources, Employee Benefits, Talent Acquisition, Leadership, Deferred Compensation, Banking, Mergers & Acquisitions
Education
North Central College 1983 — 1987
Bachelor of Arts, Business Management
US Fiduciary Services, Inc. December 2005 - Present
Blue Prairie Group April 2005 - December 2005
Oak Brook Bank January 2003 - December 2004
Superior Bank June 1987 - July 2002
Skills
Performance Management, Recruiting, Strategic Planning, Coaching, Change Management, Leadership Development, Process Improvement, Relationship Management, Organizational..., Team Building, Microsoft Excel, Microsoft Office, Mergers, Investments, Business Analysis, Financial Analysis, Human Resources, Employee Benefits, Talent Acquisition, Leadership, Deferred Compensation, Banking, Mergers & Acquisitions
Education
North Central College 1983 — 1987
Bachelor of Arts, Business Management
Sara Braz Sara Braz's Blue Prairie Group Experience 2010 - 2010
Job Vice President, Defined Contribution Specialist at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments August 2011 - Present
Sheridan Road Financial April 2011 - August 2011
Blue Prairie Group 2010 - 2010
Blue Prairie Group 2009 - 2010
Blue Prairie Group 2007 - 2008
Blue Prairie Group 2006 - 2007
Columbia Management October 2003 - May 2006
Columbia Management June 2003 - September 2003
Skills
Negotiation, 401k, Mutual Funds, Investments, Retirement, Series 7, Series 63, Asset Allocation, Investment Advisory, Investment Strategies, Asset Managment, ERISA, Retirement Planning, Pensions, Investment Management, Wealth Management, Employee Benefits
Education
Northwestern University - Kellogg School of Management 2009 — 2012
Master of Business Administration (MBA), Management & Organizations and Marketing
University of Michigan 1999 — 2003
BA, Economics
Fidelity Investments August 2011 - Present
Sheridan Road Financial April 2011 - August 2011
Blue Prairie Group 2010 - 2010
Blue Prairie Group 2009 - 2010
Blue Prairie Group 2007 - 2008
Blue Prairie Group 2006 - 2007
Columbia Management October 2003 - May 2006
Columbia Management June 2003 - September 2003
Skills
Negotiation, 401k, Mutual Funds, Investments, Retirement, Series 7, Series 63, Asset Allocation, Investment Advisory, Investment Strategies, Asset Managment, ERISA, Retirement Planning, Pensions, Investment Management, Wealth Management, Employee Benefits
Education
Northwestern University - Kellogg School of Management 2009 — 2012
Master of Business Administration (MBA), Management & Organizations and Marketing
University of Michigan 1999 — 2003
BA, Economics
Eishita Shah Eishita Shah's Blue Prairie Group Experience August 2007 - February 2008
Job Senior Consultant
Industry Financial Services
Experience
Deloitte September 2014 - Present
ICET Inc July 2014 - September 2014
KPMG US July 2013 - June 2014
Discover Financial Services May 2012 - June 2013
Discover Financial Services September 2010 - May 2012
DePaul University November 2008 - April 2010
Blue Prairie Group August 2007 - February 2008
Center for Urban Research and Learning February 2006 - August 2007
Loyola University Chicago August 2005 - July 2007
Skills
Statistical Modeling, Quantitative Analytics, Strategy, Financial Risk, Predictive Analytics, Financial Modeling, Pricing Analysis, Corporate Finance, Analytics, Portfolio Management, Credit Risk, Credit Cards, Data Analysis, Quantitative Finance, Risk Analysis
Education
DePaul University 2008 — 2010
Master of Science (M.Sc.), Computational Finance
Loyola University of Chicago 2003 — 2007
Bachelor of Arts (B.A.), Economics, Mathematics
Deloitte September 2014 - Present
ICET Inc July 2014 - September 2014
KPMG US July 2013 - June 2014
Discover Financial Services May 2012 - June 2013
Discover Financial Services September 2010 - May 2012
DePaul University November 2008 - April 2010
Blue Prairie Group August 2007 - February 2008
Center for Urban Research and Learning February 2006 - August 2007
Loyola University Chicago August 2005 - July 2007
Skills
Statistical Modeling, Quantitative Analytics, Strategy, Financial Risk, Predictive Analytics, Financial Modeling, Pricing Analysis, Corporate Finance, Analytics, Portfolio Management, Credit Risk, Credit Cards, Data Analysis, Quantitative Finance, Risk Analysis
Education
DePaul University 2008 — 2010
Master of Science (M.Sc.), Computational Finance
Loyola University of Chicago 2003 — 2007
Bachelor of Arts (B.A.), Economics, Mathematics
John Savas, SHRM-SCP, SPHR John Savas, SHRM-SCP, SPHR's Blue Prairie Group Experience January 2004 - March 2010
Job Senior Vice President at Forest Financial Group, Inc.
Industry Human Resources
Experience
Forest Financial Group, Inc. March 2010 - Present
Blue Prairie Group January 2004 - March 2010
The Pampered Chef April 2002 - September 2003
Tuthill Corporation 1999 - 2002
DSC Logistics 1997 - 1999
MacArthur Foundation 1993 - 1997
Skills
Compensation, Employee Benefits, Speaking Engagements, Workplace Violence, Performance Management, Training & Development, Executive Coaching, Professional Staffing, Talent Management, Total Rewards, Strategic Planning, Leadership Development, Labor Relations, Employee Relations, Employee Engagement, Retirement Plans, Organizational..., Policy Writing, Workplace Investigations, Public Speaking, Workplace Safety, Workforce Planning, Succession Planning, Personnel Management, Human Resources, Interviews, Recruiting, HRIS, FMLA, New Hire Orientations, Leadership, HR Consulting, Strategic HR, Retirement Planning, Employer Branding, Training, Onboarding, Talent Acquisition, Organizational..., Strategy, Compensation & Benefit, Employee Training, Career Development, Internal Communications, HR Transformation, Deferred Compensation, Organizational Design, HR Policies, SPHR, College Recruiting
Education
Northern Illinois University
MBA, HR Management
Northern Illinois University
BS, Personnel & Industrial Relations Management
Forest Financial Group, Inc. March 2010 - Present
Blue Prairie Group January 2004 - March 2010
The Pampered Chef April 2002 - September 2003
Tuthill Corporation 1999 - 2002
DSC Logistics 1997 - 1999
MacArthur Foundation 1993 - 1997
Skills
Compensation, Employee Benefits, Speaking Engagements, Workplace Violence, Performance Management, Training & Development, Executive Coaching, Professional Staffing, Talent Management, Total Rewards, Strategic Planning, Leadership Development, Labor Relations, Employee Relations, Employee Engagement, Retirement Plans, Organizational..., Policy Writing, Workplace Investigations, Public Speaking, Workplace Safety, Workforce Planning, Succession Planning, Personnel Management, Human Resources, Interviews, Recruiting, HRIS, FMLA, New Hire Orientations, Leadership, HR Consulting, Strategic HR, Retirement Planning, Employer Branding, Training, Onboarding, Talent Acquisition, Organizational..., Strategy, Compensation & Benefit, Employee Training, Career Development, Internal Communications, HR Transformation, Deferred Compensation, Organizational Design, HR Policies, SPHR, College Recruiting
Education
Northern Illinois University
MBA, HR Management
Northern Illinois University
BS, Personnel & Industrial Relations Management
Tina Chiou Tina Chiou's Blue Prairie Group Experience February 2011 - December 2011
Job Teacher at Plainfield North High School
Industry Primary/Secondary Education
Experience
Plainfield Community Consolidated School District #202 August 2014 - Present
Palos South Middle School February 2014 - May 2014
Harold L. Richards High School January 2014 - February 2014
DePaul University January 2011 - June 2012
Blue Prairie Group February 2011 - December 2011
DePaul University August 2009 - January 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Education, Teaching, Tutoring, Social Media, Facebook, Editing, Higher Education, Leadership, Public Speaking
Education
Trinity Christian College 2012 — 2014
Licensure, Math Education
DePaul University 2008 — 2012
Bachelor of Science (B.S.), Mathematical Sciences (Statistics), Economics
Plainfield Community Consolidated School District #202 August 2014 - Present
Palos South Middle School February 2014 - May 2014
Harold L. Richards High School January 2014 - February 2014
DePaul University January 2011 - June 2012
Blue Prairie Group February 2011 - December 2011
DePaul University August 2009 - January 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Education, Teaching, Tutoring, Social Media, Facebook, Editing, Higher Education, Leadership, Public Speaking
Education
Trinity Christian College 2012 — 2014
Licensure, Math Education
DePaul University 2008 — 2012
Bachelor of Science (B.S.), Mathematical Sciences (Statistics), Economics
Carly Prentice Carly Prentice's Blue Prairie Group Experience January 2006 - July 2007
Job Vice President, Senior Consultant at Lockton Companies
Industry Financial Services
Experience
Lockton Financial Advisors/ Lockton Investment Advisors May 2009 - Present
Blue Prairie Group, LLC June 2007 - January 2009
Blue Prairie Group January 2006 - July 2007
Skills
Investments, Retirement Planning, Retirement, 401k, Mergers, Due Diligence, Business Planning, Asset Allocation, Mutual Funds, Investment Strategies, Pensions, Defined Contribution, Vendor Management, Benefits Administration, Mergers & Acquisitions, Employee Benefits, ERISA, Defined Benefit
Education
University of Illinois at Chicago 2013 — 2015
Master of Business Administration (MBA), Finance and Management
University of Illinois at Chicago 2005 — 2006
Bachelors, Double Major: Economics and Finance
Lockton Financial Advisors/ Lockton Investment Advisors May 2009 - Present
Blue Prairie Group, LLC June 2007 - January 2009
Blue Prairie Group January 2006 - July 2007
Skills
Investments, Retirement Planning, Retirement, 401k, Mergers, Due Diligence, Business Planning, Asset Allocation, Mutual Funds, Investment Strategies, Pensions, Defined Contribution, Vendor Management, Benefits Administration, Mergers & Acquisitions, Employee Benefits, ERISA, Defined Benefit
Education
University of Illinois at Chicago 2013 — 2015
Master of Business Administration (MBA), Finance and Management
University of Illinois at Chicago 2005 — 2006
Bachelors, Double Major: Economics and Finance
Patrick Fischbach Patrick Fischbach's Blue Prairie Group Experience March 2012 - Present
Job Investment Analyst at Blue Prairie Group
Industry Investment Management
Experience
Blue Prairie Group March 2012 - Present
Skills
Fixed Income, Equities, Investment Strategies, Asset Allocation, Investments, Mutual Funds, Financial Analysis, Due Diligence, Equity Research, Performance Attribution, Investment Management
Education
Loyola University of Chicago 2005 — 2009
Bachelor's degree, Finance and Economics
Blue Prairie Group March 2012 - Present
Skills
Fixed Income, Equities, Investment Strategies, Asset Allocation, Investments, Mutual Funds, Financial Analysis, Due Diligence, Equity Research, Performance Attribution, Investment Management
Education
Loyola University of Chicago 2005 — 2009
Bachelor's degree, Finance and Economics
Carla Taylor, CFP®'s Blue Prairie Group Experience May 2013 - Present
Job Financial Advisor at Blue Prairie Group
Industry Investment Management
Experience
Blue Prairie Group May 2013 - Present
Gresham Partners LLC February 2011 - September 2012
Brownson, Rehmus & Foxworth January 2008 - February 2011
Skills
Financial Modeling, Financial Analysis, Investments, Due Diligence, Alternative Investments, Equities, Asset Management, Capital Markets, C, Wealth Management
Education
The University of Chicago Booth School of Business 2010 — 2013
MBA, Finance, General Management
Northwestern University 2006 — 2008
MS, Chemistry
Washington and Lee University 2002 — 2006
BS, Biochemistry
Blue Prairie Group May 2013 - Present
Gresham Partners LLC February 2011 - September 2012
Brownson, Rehmus & Foxworth January 2008 - February 2011
Skills
Financial Modeling, Financial Analysis, Investments, Due Diligence, Alternative Investments, Equities, Asset Management, Capital Markets, C, Wealth Management
Education
The University of Chicago Booth School of Business 2010 — 2013
MBA, Finance, General Management
Northwestern University 2006 — 2008
MS, Chemistry
Washington and Lee University 2002 — 2006
BS, Biochemistry
David Schatz's Blue Prairie Group Experience March 2013 - June 2013
Job Real Estate Agent at RE/MAX Premier Properties
Industry Marketing and Advertising
Experience
Humble Pen June 2013 - Present
RE/MAX Premier Properties July 2014 - Present
OCC June 2014 - September 2014
Northern Trust June 2013 - January 2014
Blue Prairie Group March 2013 - June 2013
The Sid Feldman Legacy Fund May 2011 - June 2013
A. Eicoff & Company October 2012 - February 2013
Merrill Lynch June 2012 - August 2012
Morgan Stanley Smith Barney March 2012 - June 2012
WTTW November 2011 - March 2012
Skills
Social Media, Strategic Planning, Fundraising, Statistical Data..., Marketing, Networking, Entrepreneurship, Management, Advertising, Customer Service, Competitive Analysis
Education
DePaul University 2008 — 2012
Bachelor's degree, Finance and Marketing w/ a concentration in Sales Leadership
Lincoln Park high school 2004 — 2008
Humble Pen June 2013 - Present
RE/MAX Premier Properties July 2014 - Present
OCC June 2014 - September 2014
Northern Trust June 2013 - January 2014
Blue Prairie Group March 2013 - June 2013
The Sid Feldman Legacy Fund May 2011 - June 2013
A. Eicoff & Company October 2012 - February 2013
Merrill Lynch June 2012 - August 2012
Morgan Stanley Smith Barney March 2012 - June 2012
WTTW November 2011 - March 2012
Skills
Social Media, Strategic Planning, Fundraising, Statistical Data..., Marketing, Networking, Entrepreneurship, Management, Advertising, Customer Service, Competitive Analysis
Education
DePaul University 2008 — 2012
Bachelor's degree, Finance and Marketing w/ a concentration in Sales Leadership
Lincoln Park high school 2004 — 2008
Peter Marchese, CFA Peter Marchese, CFA's Blue Prairie Group Experience December 2010 - January 2012
Job Vice President at Merrill Lynch Private Banking & Investment Group
Industry Investment Management
Experience
Merrill Lynch September 2013 - Present
Marco Consulting January 2012 - August 2013
Blue Prairie Group December 2010 - January 2012
D3 Financial Counselors May 2007 - January 2011
Northern Trust Global Investments June 1990 - May 2007
Skills
Investment Management, Mutual Funds, Fixed Income, Portfolio Management, Institutional..., Alternative Investments, Asset Allocation
Education
University of Wisconsin-Madison 1988 — 1990
MBA, Investment Management
Marquette University 1983 — 1987
BS, Finance and Economics
Merrill Lynch September 2013 - Present
Marco Consulting January 2012 - August 2013
Blue Prairie Group December 2010 - January 2012
D3 Financial Counselors May 2007 - January 2011
Northern Trust Global Investments June 1990 - May 2007
Skills
Investment Management, Mutual Funds, Fixed Income, Portfolio Management, Institutional..., Alternative Investments, Asset Allocation
Education
University of Wisconsin-Madison 1988 — 1990
MBA, Investment Management
Marquette University 1983 — 1987
BS, Finance and Economics
David Franzone's Blue Prairie Group Experience September 2006 - Present
Job Senior Executive Recruiter, Blue Prairie Group
Industry Human Resources
Experience
Blue Prairie Group September 2006 - Present
Skills
Performance Management, Leadership Development, Temporary Placement, Employee Engagement, Talent Management, Executive Search, HRIS, Employee Benefits, Workforce Planning, Sourcing, Organizational..., Talent Acquisition, Human Resources, Recruiting
Education
Loyola University Chicago 1973 — 1975
MSIR, Human Resources
Blue Prairie Group September 2006 - Present
Skills
Performance Management, Leadership Development, Temporary Placement, Employee Engagement, Talent Management, Executive Search, HRIS, Employee Benefits, Workforce Planning, Sourcing, Organizational..., Talent Acquisition, Human Resources, Recruiting
Education
Loyola University Chicago 1973 — 1975
MSIR, Human Resources
Katie Assell's Blue Prairie Group Experience June 2004 - July 2005
Job Project Manager at DePaul University
Industry Information Technology and Services
Experience
DePaul University July 2007 - Present
Technology Services Group September 2006 - July 2007
Casa de Providencia June 2006 - August 2006
National Able Network December 2005 - April 2006
Blue Prairie Group June 2004 - July 2005
Skills
Documentation, Microsoft Office, Project Server, Project Management, Visio, Microsoft Excel, PeopleSoft, SharePoint, Requirements Gathering, MS Project, Research, Data Analysis, SDLC, Business Analysis, Project Planning, Analysis, PowerPoint, Customer Service, Social Media, Software Documentation, Leadership, CRM, SQL, Access, Databases, Program Management, Business Process, Database Design, Systems Analysis, Vendor Management, Software Project..., Process Improvement, Information Technology, Team Leadership
Education
DePaul University
MS, Business Information Technology
DePaul University
BS, Management Information Systems
DePaul University July 2007 - Present
Technology Services Group September 2006 - July 2007
Casa de Providencia June 2006 - August 2006
National Able Network December 2005 - April 2006
Blue Prairie Group June 2004 - July 2005
Skills
Documentation, Microsoft Office, Project Server, Project Management, Visio, Microsoft Excel, PeopleSoft, SharePoint, Requirements Gathering, MS Project, Research, Data Analysis, SDLC, Business Analysis, Project Planning, Analysis, PowerPoint, Customer Service, Social Media, Software Documentation, Leadership, CRM, SQL, Access, Databases, Program Management, Business Process, Database Design, Systems Analysis, Vendor Management, Software Project..., Process Improvement, Information Technology, Team Leadership
Education
DePaul University
MS, Business Information Technology
DePaul University
BS, Management Information Systems
Theresa Tess Malone's Blue Prairie Group Experience October 2007 - November 2010
Job Founder at DCsion Architects Group, LLC
Industry Financial Services
Experience
DCsion Architects Group, LLC April 2011 - Present
Plan Sponsor Advisors October 2010 - April 2011
Blue Prairie Group October 2007 - November 2010
BSI Financial January 2002 - December 2007
Principal Financial Group January 1985 - December 2002
Skills
Employee Benefits..., Sales Management, Leadership, Coaching & Mentoring, Management, Mergers & Acquisitions, Employee Engagement, Practice Management, 401(k) and DB..., Investments, 401k, Mutual Funds, Pensions, Asset Allocation, Defined Benefit, Terminal Funding, Cash Balance, Asset Management, Strategic Planning, Investment Advisory, Financial Planning, Estate Planning, Public Speaking, Stable Value, Transition Management, Marketing Strategy, Marketing Communications, Separately Managed..., Trust Services, Collective Bargaining, Pension Administration, DOL, Collective Investment..., Wealth Management, Strategy, Health Savings Accounts, Data Analysis, IRS Voluntary..., Private Equity
Education
Truman State University 1980 — 1984
Bachelor of Science, Business Administration/Marketing with Psychology minor
DCsion Architects Group, LLC April 2011 - Present
Plan Sponsor Advisors October 2010 - April 2011
Blue Prairie Group October 2007 - November 2010
BSI Financial January 2002 - December 2007
Principal Financial Group January 1985 - December 2002
Skills
Employee Benefits..., Sales Management, Leadership, Coaching & Mentoring, Management, Mergers & Acquisitions, Employee Engagement, Practice Management, 401(k) and DB..., Investments, 401k, Mutual Funds, Pensions, Asset Allocation, Defined Benefit, Terminal Funding, Cash Balance, Asset Management, Strategic Planning, Investment Advisory, Financial Planning, Estate Planning, Public Speaking, Stable Value, Transition Management, Marketing Strategy, Marketing Communications, Separately Managed..., Trust Services, Collective Bargaining, Pension Administration, DOL, Collective Investment..., Wealth Management, Strategy, Health Savings Accounts, Data Analysis, IRS Voluntary..., Private Equity
Education
Truman State University 1980 — 1984
Bachelor of Science, Business Administration/Marketing with Psychology minor
Yoojin Kim's Blue Prairie Group Experience May 2007 - September 2010
Job Executive Director, Client Portfolio Manager, IM Solutions Global MultiAsset Group at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2014 - Present
J.P. Morgan Asset Management November 2010 - January 2014
Blue Prairie Group May 2007 - September 2010
NAAAP Chicago March 2009 - June 2010
Blue Prairie Group August 2003 - April 2007
Blue Prairie Group May 2003 - July 2003
Skills
Investments, Product Management, 401k, Asset Allocation, Organizational..., Product Development, Portfolio Management, Research, Qualified Retirement..., Retirement Income, Communication, Defined Contribution, 401k participant..., Business Management, International Defined...
Education
Loyola University Chicago 2001 — 2004
BA, Finance, Information Systems
J.P. Morgan Asset Management February 2014 - Present
J.P. Morgan Asset Management November 2010 - January 2014
Blue Prairie Group May 2007 - September 2010
NAAAP Chicago March 2009 - June 2010
Blue Prairie Group August 2003 - April 2007
Blue Prairie Group May 2003 - July 2003
Skills
Investments, Product Management, 401k, Asset Allocation, Organizational..., Product Development, Portfolio Management, Research, Qualified Retirement..., Retirement Income, Communication, Defined Contribution, 401k participant..., Business Management, International Defined...
Education
Loyola University Chicago 2001 — 2004
BA, Finance, Information Systems
Debbie Lovett, CFP®'s Blue Prairie Group Experience August 2012 - Present
Job Financial Advisor at Blue Prairie Group
Industry Financial Services
Experience
Blue Prairie Group August 2012 - Present
Brownson, Rehmus & Foxworth January 2000 - December 2011
Dade Behring 1997 - 1997
Squirrel Systems 1990 - 1991
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Portfolio Management, Mutual Funds, Investments, Investment Advisory, High Net Worth..., Financial Risk, Financial Planners, Financial Modeling, Financial Analysis, Finance, Financial Advisory, Estate Planning, Asset Management, Asset Allocation, Alternative Investments
Education
The University of Chicago - Booth School of Business 2009 — 2012
Master of Business Administration (MBA), Economics, Managerial and Organizational Behavior and Entrepreneurship
Millikin University 1986 — 1989
Bachelor of Fine Arts (BFA), Theatre/Theater
Blue Prairie Group August 2012 - Present
Brownson, Rehmus & Foxworth January 2000 - December 2011
Dade Behring 1997 - 1997
Squirrel Systems 1990 - 1991
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Portfolio Management, Mutual Funds, Investments, Investment Advisory, High Net Worth..., Financial Risk, Financial Planners, Financial Modeling, Financial Analysis, Finance, Financial Advisory, Estate Planning, Asset Management, Asset Allocation, Alternative Investments
Education
The University of Chicago - Booth School of Business 2009 — 2012
Master of Business Administration (MBA), Economics, Managerial and Organizational Behavior and Entrepreneurship
Millikin University 1986 — 1989
Bachelor of Fine Arts (BFA), Theatre/Theater
Elizabeth Rutkowski, CFA's Blue Prairie Group Experience March 2010 - May 2013
Job Senior Analyst Product and Market Analytics at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments May 2013 - Present
Blue Prairie Group March 2010 - May 2013
Blue Prairie Group June 2007 - March 2010
Skills
Alternative Investments, Asset Allocation, Investment Strategies, Retirement, Asset Management
Education
DePaul University 2004 — 2008
B.S., Mathematics
Nuveen Investments May 2013 - Present
Blue Prairie Group March 2010 - May 2013
Blue Prairie Group June 2007 - March 2010
Skills
Alternative Investments, Asset Allocation, Investment Strategies, Retirement, Asset Management
Education
DePaul University 2004 — 2008
B.S., Mathematics
Sajid Patel's Blue Prairie Group Experience March 2010 - October 2014
Job Finance Manager at Blue Prairie Group
Industry Accounting
Experience
Accountemps June 2009 - Present
Blue Prairie Group March 2010 - October 2014
Tahoora LLC April 2006 - February 2009
Tahoora LLC July 2005 - May 2006
Skills
QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, NAV, Journal Entries, Accounting, Accounts Receivable, General Ledger, Accruals, Account Reconciliation, Accounts Payable, Mas 90, GAAP, Microsoft Dynamics SL, Peachtree, Bank Reconciliation, Fixed Assets, Financial Statements, Financial Reporting, Inventory Management, Balance, Great Plains Software
Education
Northeastern Illinois University 2006 — 2008
B.S, Accounting
South Gujarat University 2001 — 2004
B.S, Accounting
Accountemps June 2009 - Present
Blue Prairie Group March 2010 - October 2014
Tahoora LLC April 2006 - February 2009
Tahoora LLC July 2005 - May 2006
Skills
QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, NAV, Journal Entries, Accounting, Accounts Receivable, General Ledger, Accruals, Account Reconciliation, Accounts Payable, Mas 90, GAAP, Microsoft Dynamics SL, Peachtree, Bank Reconciliation, Fixed Assets, Financial Statements, Financial Reporting, Inventory Management, Balance, Great Plains Software
Education
Northeastern Illinois University 2006 — 2008
B.S, Accounting
South Gujarat University 2001 — 2004
B.S, Accounting
Jennifer Madrid's Blue Prairie Group Experience May 2009 - May 2010
Job Project Manager
Industry Financial Services
Experience
bmadrid, inc. June 2010 - Present
Blue Prairie Group May 2009 - May 2010
Milliman 2004 - 2008
Merrill Lynch / Howard Johnson & Co. 1999 - 2004
Skills
Employee Benefits, Pensions, Process Improvement, Insurance, Investments, Strategic Financial..., Strategic Planning, Business Analysis, CRM, Customer Service
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1996
MBA, International Business
bmadrid, inc. June 2010 - Present
Blue Prairie Group May 2009 - May 2010
Milliman 2004 - 2008
Merrill Lynch / Howard Johnson & Co. 1999 - 2004
Skills
Employee Benefits, Pensions, Process Improvement, Insurance, Investments, Strategic Financial..., Strategic Planning, Business Analysis, CRM, Customer Service
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1996
MBA, International Business
Ana Vujina's Blue Prairie Group Experience 2007 - 2010
Job Senior Consultant at Lockton Companies
Industry Financial Services
Experience
Lockton Financial Advisors/Lockton Investment Advisors June 2015 - Present
Lockton Financial Advisors/ Lockton Investment Advisors February 2011 - Present
Blue Prairie Group 2007 - 2010
Skills
Equities, Due Diligence, Retirement Planning, Management, Investments, Mutual Funds, Retirement, Investment Strategies, Financial Services, 401k, Portfolio Management
Education
University of Illinois at Chicago
Bachelor of Science, Finance and Marketing
Lockton Financial Advisors/Lockton Investment Advisors June 2015 - Present
Lockton Financial Advisors/ Lockton Investment Advisors February 2011 - Present
Blue Prairie Group 2007 - 2010
Skills
Equities, Due Diligence, Retirement Planning, Management, Investments, Mutual Funds, Retirement, Investment Strategies, Financial Services, 401k, Portfolio Management
Education
University of Illinois at Chicago
Bachelor of Science, Finance and Marketing
Allen Pukshansky's Blue Prairie Group Experience February 2011 - June 2011
Job Assurance Senior Associate at McGladrey
Industry Investment Management
Experience
McGladrey October 2014 - Present
McGladrey October 2012 - September 2014
Addus HealthCare, Inc. June 2011 - March 2012
Blue Prairie Group February 2011 - June 2011
Royal Mold & Die, Inc September 2008 - January 2010
Education
DePaul University 2008 — 2012
Bachelor of Science, Accounting & Finance
Adlai E. Stevenson High School 2004 — 2008
McGladrey October 2014 - Present
McGladrey October 2012 - September 2014
Addus HealthCare, Inc. June 2011 - March 2012
Blue Prairie Group February 2011 - June 2011
Royal Mold & Die, Inc September 2008 - January 2010
Education
DePaul University 2008 — 2012
Bachelor of Science, Accounting & Finance
Adlai E. Stevenson High School 2004 — 2008
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY