Blunt Ellis & Loewi
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Blunt Ellis & Loewi Employees
Employee
Years
Job
Industry
Kathy Kessler Kathy Kessler's Blunt Ellis & Loewi Experience 1986 - 1991
Job Executive | Leadership Coach
Industry Management Consulting
Experience
Sio Victus January 2015 - Present
Pedelty Enterprises 2010 - Present
Self-Employed November 2004 - Present
Kendall Hunt Publishing Company May 2008 - June 2009
Dubuque Area Chamber of Commerce April 2005 - May 2008
Clarke College May 2003 - October 2003
Blunt Ellis & Loewi 1986 - 1991
Arthur Andersen 1981 - 1986
Skills
Leadership Development, Public Speaking, Coaching, Strategic Planning, Executive Coaching, Training, Executive Development, Personal Development, Certified Integral..., Staff Development, Talent Acquisition, Management Consulting, Organizational..., Leadership, Management, Integral, Change Management, Budgets, Small Business, Business Coaching, Workshop Facilitation, Performance Management, Community Outreach, Strategic Thinking, Human Resources, Executive Management, Social Media, Team Building, Nonprofits, Recruiting, Employee Relations, Volunteer Management
Education
New Ventures West
Certified Integral Coach
University of Iowa
Bachelor of Business Administration (BBA)
Saint Mary's University of Minnesota
Wahlert HS
Sio Victus January 2015 - Present
Pedelty Enterprises 2010 - Present
Self-Employed November 2004 - Present
Kendall Hunt Publishing Company May 2008 - June 2009
Dubuque Area Chamber of Commerce April 2005 - May 2008
Clarke College May 2003 - October 2003
Blunt Ellis & Loewi 1986 - 1991
Arthur Andersen 1981 - 1986
Skills
Leadership Development, Public Speaking, Coaching, Strategic Planning, Executive Coaching, Training, Executive Development, Personal Development, Certified Integral..., Staff Development, Talent Acquisition, Management Consulting, Organizational..., Leadership, Management, Integral, Change Management, Budgets, Small Business, Business Coaching, Workshop Facilitation, Performance Management, Community Outreach, Strategic Thinking, Human Resources, Executive Management, Social Media, Team Building, Nonprofits, Recruiting, Employee Relations, Volunteer Management
Education
New Ventures West
Certified Integral Coach
University of Iowa
Bachelor of Business Administration (BBA)
Saint Mary's University of Minnesota
Wahlert HS
Donna Lent Donna Lent's Blunt Ellis & Loewi Experience October 1986 - December 1988
Job Human Resources Manager
Industry Packaging and Containers
Experience
Continental Packaging, Inc. January 1989 - Present
Community Consolidated School District 211 October 2009 - October 2011
Continental Packaging, Inc. January 1989 - December 2009
Blunt Ellis & Loewi October 1986 - December 1988
Skills
New Business Development, FMLA, ADP HRB, Leave Administration, SHRM, EEO, Compensations, Open Enrollment, Peopleclick, Ultipro, Union Relations, Abra, Restructures, HR Project Management, Compensation & Benefits..., Benefits Design, Deferred Compensation, Employment Law..., Job Analysis, Labor Relations, FLSA, Employee Handbooks, Human Resources, Management Coaching, Compensation & Benefit, Industrial Relations, Customer Service, Job Evaluation, Sales, Payroll, Exit Interviews, New Hire Orientations, Compensation, Employee Relations, Employee Recognition, Team Building, Employee Orientations, Workers Compensation, Grievances, Employer Branding, COBRA, I-9 Compliance, Remuneration, Employee Benefits, Strategic Human..., Salary, Employee Wellness..., Job Descriptions, Compensation Structures, College Recruiting
Education
Loyola University of Chicago 1980 — 1982
BS, Applied Psychology
Northern Illinois University 1978 — 1980
Education
William Fremd HIgh School 1974 — 1978
HS Diploma
Continental Packaging, Inc. January 1989 - Present
Community Consolidated School District 211 October 2009 - October 2011
Continental Packaging, Inc. January 1989 - December 2009
Blunt Ellis & Loewi October 1986 - December 1988
Skills
New Business Development, FMLA, ADP HRB, Leave Administration, SHRM, EEO, Compensations, Open Enrollment, Peopleclick, Ultipro, Union Relations, Abra, Restructures, HR Project Management, Compensation & Benefits..., Benefits Design, Deferred Compensation, Employment Law..., Job Analysis, Labor Relations, FLSA, Employee Handbooks, Human Resources, Management Coaching, Compensation & Benefit, Industrial Relations, Customer Service, Job Evaluation, Sales, Payroll, Exit Interviews, New Hire Orientations, Compensation, Employee Relations, Employee Recognition, Team Building, Employee Orientations, Workers Compensation, Grievances, Employer Branding, COBRA, I-9 Compliance, Remuneration, Employee Benefits, Strategic Human..., Salary, Employee Wellness..., Job Descriptions, Compensation Structures, College Recruiting
Education
Loyola University of Chicago 1980 — 1982
BS, Applied Psychology
Northern Illinois University 1978 — 1980
Education
William Fremd HIgh School 1974 — 1978
HS Diploma
David Edstrom David Edstrom's Blunt Ellis & Loewi Experience 1989 - 1991
Job Managing Director at Promus Capital, LLC
Industry Investment Management
Experience
Promus Capital, LLC July 2009 - Present
Promus Capital, LLC July 2009 - Present
Edstrom Financial Corp October 1998 - Present
BridgePortfolio October 2002 - July 2009
Merrill Lynch 1991 - 1998
Blunt Ellis & Loewi 1989 - 1991
Skills
Investments, Investment Advisory, Alternative Investments, Strategic Financial..., Investment Strategies, Portfolio Management, Asset Allocation, Asset Managment, Wealth Management, Investment Management, Series 65, Wealth Management..., High Net Worth..., Hedge Funds, Financial Advisory, Asset Management, Securities, Finance, Bloomberg, Mutual Funds, ETFs, Wealth, Separately Managed..., Financial Planning
Education
University of Arizona, Eller College of Management 1982 — 1987
BSBA, Finance
Elk Grove High School 1978 — 1982
Promus Capital, LLC July 2009 - Present
Promus Capital, LLC July 2009 - Present
Edstrom Financial Corp October 1998 - Present
BridgePortfolio October 2002 - July 2009
Merrill Lynch 1991 - 1998
Blunt Ellis & Loewi 1989 - 1991
Skills
Investments, Investment Advisory, Alternative Investments, Strategic Financial..., Investment Strategies, Portfolio Management, Asset Allocation, Asset Managment, Wealth Management, Investment Management, Series 65, Wealth Management..., High Net Worth..., Hedge Funds, Financial Advisory, Asset Management, Securities, Finance, Bloomberg, Mutual Funds, ETFs, Wealth, Separately Managed..., Financial Planning
Education
University of Arizona, Eller College of Management 1982 — 1987
BSBA, Finance
Elk Grove High School 1978 — 1982
Nancy Gunning-Sluby Nancy Gunning-Sluby's Blunt Ellis & Loewi Experience 1984 - 1985
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2006 - Present
Impact Communications, Inc. March 2003 - July 2006
Asset Allocation & Management 1989 - 2002
Drexel Burnham Lambert 1985 - 1989
Blunt Ellis & Loewi 1984 - 1985
Skills
Leadership, Derivatives, Fixed Income, Portfolio Management, Series 7, Investment Banking, Securities, FX Options, Financial Services, Capital Markets, Prime Brokerage, Hedge Funds, Bloomberg, Equities, Trading Systems, Trading, Risk Management, Operations Management, Swaps, FX trading
Education
Saint Mary's College 1980 — 1984
BBA, Finance and Economics
Morgan Stanley October 2006 - Present
Impact Communications, Inc. March 2003 - July 2006
Asset Allocation & Management 1989 - 2002
Drexel Burnham Lambert 1985 - 1989
Blunt Ellis & Loewi 1984 - 1985
Skills
Leadership, Derivatives, Fixed Income, Portfolio Management, Series 7, Investment Banking, Securities, FX Options, Financial Services, Capital Markets, Prime Brokerage, Hedge Funds, Bloomberg, Equities, Trading Systems, Trading, Risk Management, Operations Management, Swaps, FX trading
Education
Saint Mary's College 1980 — 1984
BBA, Finance and Economics
Jamie Hogan, ABR, CRS, GRI Jamie Hogan, ABR, CRS, GRI's Blunt Ellis & Loewi Experience 1982 - 1984
Job Broker Associate at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage March 2009 - Present
Town Square Associates 2004 - 2009
Chicago Stock Exchange 1984 - 1987
Blunt Ellis & Loewi 1982 - 1984
Skills
Relocation, Sellers, Buyer Representation, Condos, First Time Home Buyers
Education
University of Illinois at Urbana-Champaign 1975 — 1979
Coldwell Banker Residential Brokerage March 2009 - Present
Town Square Associates 2004 - 2009
Chicago Stock Exchange 1984 - 1987
Blunt Ellis & Loewi 1982 - 1984
Skills
Relocation, Sellers, Buyer Representation, Condos, First Time Home Buyers
Education
University of Illinois at Urbana-Champaign 1975 — 1979
Brian Beh Brian Beh's Blunt Ellis & Loewi Experience 1988 - 1990
Job President and Principal at First Light Asset Management
Industry Investment Management
Experience
First Light Asset Management 2015 - Present
Roxbury Capital Management December 1992 - November 2014
Roxbury Capital Management, LLC June 1998 - January 2002
Roxbury Capital Management, LLC December 1992 - June 1998
Kemper Securities 1990 - 1992
Blunt Ellis & Loewi 1988 - 1990
John Nuveen & Co. 1985 - 1987
Education
University of Iowa 1981 — 1985
Bachelor of Science, Journalism
First Light Asset Management 2015 - Present
Roxbury Capital Management December 1992 - November 2014
Roxbury Capital Management, LLC June 1998 - January 2002
Roxbury Capital Management, LLC December 1992 - June 1998
Kemper Securities 1990 - 1992
Blunt Ellis & Loewi 1988 - 1990
John Nuveen & Co. 1985 - 1987
Education
University of Iowa 1981 — 1985
Bachelor of Science, Journalism
Joan Modrinski Joan Modrinski's Blunt Ellis & Loewi Experience 1982 - 1991
Job Vice President Consultant, Career Transition Coach, Career Management and Networking Advocate
Industry Professional Training & Coaching
Experience
Lee Hecht Harrison 1991 - Present
Brio 1992 - 1993
Blunt Ellis & Loewi 1982 - 1991
Skills
Human Resources, Leadership, Leadership Development, Career Management, Talent Management, Coaching, Outplacement, Organizational..., Career Development, Change Management, Executive Coaching, Career Counseling, Strategic Planning, Career Assessment, Employee Relations, Team Building, MBTI, Succession Planning, Organizational..., Job Search Strategies, Contract Negotiation, Mentoring, Training, Recruiting, Resume Writing, Performance Management, Process Improvement, Strategy, Onboarding, HR Consulting, Program Management, Employee Engagement, Employee Benefits, Management, Employee Training, Interviews, Talent Acquisition, Deferred Compensation, Workforce Planning, Organizational Design, Personnel Management, Workshop Facilitation, Job Search, Consulting, Operations Management, Performance Improvement, Executive Development, Entrepreneurship, Management Consulting, Culture Change
Education
University of Wisconsin-Milwaukee 1979 — 1982
Bachelor of Science (B.S.), Social Welfare
Shorewood 1973 — 1977
Diploma, College Prep
University of Minnesota-Twin Cities
General Studies
Lee Hecht Harrison 1991 - Present
Brio 1992 - 1993
Blunt Ellis & Loewi 1982 - 1991
Skills
Human Resources, Leadership, Leadership Development, Career Management, Talent Management, Coaching, Outplacement, Organizational..., Career Development, Change Management, Executive Coaching, Career Counseling, Strategic Planning, Career Assessment, Employee Relations, Team Building, MBTI, Succession Planning, Organizational..., Job Search Strategies, Contract Negotiation, Mentoring, Training, Recruiting, Resume Writing, Performance Management, Process Improvement, Strategy, Onboarding, HR Consulting, Program Management, Employee Engagement, Employee Benefits, Management, Employee Training, Interviews, Talent Acquisition, Deferred Compensation, Workforce Planning, Organizational Design, Personnel Management, Workshop Facilitation, Job Search, Consulting, Operations Management, Performance Improvement, Executive Development, Entrepreneurship, Management Consulting, Culture Change
Education
University of Wisconsin-Milwaukee 1979 — 1982
Bachelor of Science (B.S.), Social Welfare
Shorewood 1973 — 1977
Diploma, College Prep
University of Minnesota-Twin Cities
General Studies
Stephanie Kalnes's Blunt Ellis & Loewi Experience 1983 - 1985
Job Owner, Great Lakes Design
Industry Design
Experience
Great Lakes Design March 1988 - Present
Kemper Securites 1985 - 1987
Blunt Ellis & Loewi 1983 - 1985
Education
Luther College
B.A.
Great Lakes Design March 1988 - Present
Kemper Securites 1985 - 1987
Blunt Ellis & Loewi 1983 - 1985
Education
Luther College
B.A.
Connie Shannon's Blunt Ellis & Loewi Experience 1988 - 1991
Job Executive Vice President and General Counsel at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services (formerly Sunstone Financial) 2004 - Present
UMB Fund Services, Inc. February 1995 - July 2004
First Bank, N.A. November 1991 - October 1994
Blunt Ellis & Loewi 1988 - 1991
Skills
Securities, Hedge Funds, Corporate Governance, FINRA, Mutual Funds, Financial Services, AML, Securities Regulation, Series 7, Alternative Investments, Private Equity, Investment Advisory, Asset Management, Investments, Investment Management, Equities
Education
Hamline University School of Law 1982 — 1985
JD
University of Wisconsin-Madison 1980 — 1982
BA, English and Political Science
UMB Fund Services (formerly Sunstone Financial) 2004 - Present
UMB Fund Services, Inc. February 1995 - July 2004
First Bank, N.A. November 1991 - October 1994
Blunt Ellis & Loewi 1988 - 1991
Skills
Securities, Hedge Funds, Corporate Governance, FINRA, Mutual Funds, Financial Services, AML, Securities Regulation, Series 7, Alternative Investments, Private Equity, Investment Advisory, Asset Management, Investments, Investment Management, Equities
Education
Hamline University School of Law 1982 — 1985
JD
University of Wisconsin-Madison 1980 — 1982
BA, English and Political Science
Terry Christenberry's Blunt Ellis & Loewi Experience 1984 - 1988
Job Managing Director CC Capital Advisors
Industry Financial Services
Experience
CC Capital Advisors October 2009 - Present
Dairy Farmers of America 2009 - Present
Wilbert Inc. 1995 - Present
Wilbert Funeral Services, Inc. 1995 - Present
Christenberry Collet & Company 1994 - 2009
H. B. Oppenheimer & Co 1988 - 1994
Blunt Ellis & Loewi 1984 - 1988
Ernst & Young 1973 - 1983
Skills
Capital, Corporate Finance, Investment Banking, Mergers, Business Planning, Financial Advisory, Strategic Planning, Private Equity, Corporate Development, Business Development, Management, Investments, Mergers & Acquisitions, Start-ups, Venture Capital, Strategy, Business Strategy, Management Consulting, Valuation, Financial Modeling, Finance, Financial Analysis, Strategic Financial..., Executive Management, Due Diligence, Managerial Finance, Restructuring, Portfolio Management, M&A experience, Divestitures, Acquisitions, Financial Structuring, Business Valuation, IPO
Education
Southern Methodist University - Cox School of Business 1969 — 1971
MBA, Finance
Texas Christian University 1964 — 1968
BA, Mathamatics
CC Capital Advisors October 2009 - Present
Dairy Farmers of America 2009 - Present
Wilbert Inc. 1995 - Present
Wilbert Funeral Services, Inc. 1995 - Present
Christenberry Collet & Company 1994 - 2009
H. B. Oppenheimer & Co 1988 - 1994
Blunt Ellis & Loewi 1984 - 1988
Ernst & Young 1973 - 1983
Skills
Capital, Corporate Finance, Investment Banking, Mergers, Business Planning, Financial Advisory, Strategic Planning, Private Equity, Corporate Development, Business Development, Management, Investments, Mergers & Acquisitions, Start-ups, Venture Capital, Strategy, Business Strategy, Management Consulting, Valuation, Financial Modeling, Finance, Financial Analysis, Strategic Financial..., Executive Management, Due Diligence, Managerial Finance, Restructuring, Portfolio Management, M&A experience, Divestitures, Acquisitions, Financial Structuring, Business Valuation, IPO
Education
Southern Methodist University - Cox School of Business 1969 — 1971
MBA, Finance
Texas Christian University 1964 — 1968
BA, Mathamatics
Dave Keuler's Blunt Ellis & Loewi Experience June 1989 - July 1991
Job Managing Director at Mason Street Advisors
Industry Investment Management
Experience
Northwestern Mutual July 1991 - Present
Blunt Ellis & Loewi June 1989 - July 1991
Unisys May 1988 - May 1989
Skills
Asset Allocation, Equity Research, Equities, Asset Management, Portfolio Management, Asset Managment, Fixed Annuities, Investment Management, Investments
Education
Indiana University Bloomington 1986 — 1988
MBA, Finance
Boston University 1979 — 1983
BA, Economics & Mathematics
Northwestern Mutual July 1991 - Present
Blunt Ellis & Loewi June 1989 - July 1991
Unisys May 1988 - May 1989
Skills
Asset Allocation, Equity Research, Equities, Asset Management, Portfolio Management, Asset Managment, Fixed Annuities, Investment Management, Investments
Education
Indiana University Bloomington 1986 — 1988
MBA, Finance
Boston University 1979 — 1983
BA, Economics & Mathematics
Tom Basehart's Blunt Ellis & Loewi Experience 1983 - 1987
Job Senior Financial Services Executive
Industry Financial Services
Experience
Melvin Securities 2010 - 2010
Protective Securities 2009 - 2010
Mesirow Financial 2002 - 2008
National Bank of Commerce-Memphis, Tennessee 2001 - 2002
First Tennessee Capital Markets 2000 - 2001
Morgan Keegan 1995 - 2000
NatCity Investments-Cleveland, Ohio 1995 - 1995
Alex Brown & Sons 1994 - 1995
Prudential Securities 1986 - 1988
Blunt Ellis & Loewi 1983 - 1987
Skills
Trading, Bonds, Underwriting, Investment Banking, Series 7, Series 63, Fixed Income, Loans, Investments, Debt, Securities, Bloomberg, Financial Markets, Executive Management, Municipal
Education
The Ohio State University
BS, Marketing/Finance
Melvin Securities 2010 - 2010
Protective Securities 2009 - 2010
Mesirow Financial 2002 - 2008
National Bank of Commerce-Memphis, Tennessee 2001 - 2002
First Tennessee Capital Markets 2000 - 2001
Morgan Keegan 1995 - 2000
NatCity Investments-Cleveland, Ohio 1995 - 1995
Alex Brown & Sons 1994 - 1995
Prudential Securities 1986 - 1988
Blunt Ellis & Loewi 1983 - 1987
Skills
Trading, Bonds, Underwriting, Investment Banking, Series 7, Series 63, Fixed Income, Loans, Investments, Debt, Securities, Bloomberg, Financial Markets, Executive Management, Municipal
Education
The Ohio State University
BS, Marketing/Finance
Chuck Creuzer's Blunt Ellis & Loewi Experience May 1989 - January 1992
Job Telecommunications Consultant
Industry Telecommunications
Experience
CTS, LLC March 2004 - 2013
EarthLink Business April 2009 - January 2012
UNI-Comm Corporation March 2001 - March 2004
McLeodUSA April 1999 - March 2001
AT&T March 1997 - April 1999
First Bank Systems January 1992 - March 1997
Blunt Ellis & Loewi May 1989 - January 1992
Skills
Co-location, Enterprise Software, Sales, Project Management, Business Development, Networking, Channel
Education
Lakeland College
Bachelor degree's, Economics & Business Administration
CTS, LLC March 2004 - 2013
EarthLink Business April 2009 - January 2012
UNI-Comm Corporation March 2001 - March 2004
McLeodUSA April 1999 - March 2001
AT&T March 1997 - April 1999
First Bank Systems January 1992 - March 1997
Blunt Ellis & Loewi May 1989 - January 1992
Skills
Co-location, Enterprise Software, Sales, Project Management, Business Development, Networking, Channel
Education
Lakeland College
Bachelor degree's, Economics & Business Administration