BridgePortfolio Company
Industry: Company
DescriptionFounded: 2000 Parent organization: Insignis, Inc.
BridgePortfolio List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BridgePortfolio. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11 BridgePortfolio employees in database. Find out everything there's to know about BridgePortfolio employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
BridgePortfolio Employees
Employee
Years
Job
Industry
Chris Andreen Chris Andreen's BridgePortfolio Experience October 2007 - May 2010
Job Director of Development/Software Architect at MacArthur Foundation
Industry Information Technology and Services
Experience
MacArthur Foundation March 2013 - Present
University of Chicago May 2010 - March 2013
BridgePortfolio October 2007 - May 2010
Allstate Insurance Company May 2005 - October 2007
Allstate Insurance Company September 2001 - May 2005
Skills
SDLC, SQL Server, .NET, Requirements Analysis, ASP.NET, Databases, Programming, Crystal Reports, Business Analysis, PL/SQL, Web Applications, Architecture, C#, Analysis, JavaScript, Integration, Web Development, Microsoft Office, Excel, Linux, MySQL, Web Services, Amazon Web Services, Application Architecture, Microsoft SQL Server, Java, Testing, SharePoint, Database Design, Business Process, Requirements Gathering, Visio, Management, Information Security, Network Security, Lead Development, Amazon Web Services...
Education
University of Phoenix 2004 — 2007
MBA, Technology Management
University of Houston 1999 — 2003
BS, Information Systems Technology
MacArthur Foundation March 2013 - Present
University of Chicago May 2010 - March 2013
BridgePortfolio October 2007 - May 2010
Allstate Insurance Company May 2005 - October 2007
Allstate Insurance Company September 2001 - May 2005
Skills
SDLC, SQL Server, .NET, Requirements Analysis, ASP.NET, Databases, Programming, Crystal Reports, Business Analysis, PL/SQL, Web Applications, Architecture, C#, Analysis, JavaScript, Integration, Web Development, Microsoft Office, Excel, Linux, MySQL, Web Services, Amazon Web Services, Application Architecture, Microsoft SQL Server, Java, Testing, SharePoint, Database Design, Business Process, Requirements Gathering, Visio, Management, Information Security, Network Security, Lead Development, Amazon Web Services...
Education
University of Phoenix 2004 — 2007
MBA, Technology Management
University of Houston 1999 — 2003
BS, Information Systems Technology
Morgan McCowan Morgan McCowan's BridgePortfolio Experience June 2012 - Present
Job Director of Marketing at Insignis and whollyowned subsidiary, BridgePortfolio
Industry Marketing and Advertising
Experience
BridgePortfolio June 2012 - Present
Insignis June 2012 - Present
Goldman & Ehrlich October 2010 - June 2012
Gladius Capital Management June 2011 - September 2011
Land Title June 2009 - September 2009
Skills
Financial Analysis, Real Estate Transactions, Microsoft Excel, Investments, Negotiation, Financial Modeling, Customer Service, Microsoft Office, Microsoft Word, Accounting, PowerPoint, Research, Portfolio Accounting, Performance Reporting, Portfolio Management, Marketing Strategy, Marketing Communications, Marketing, Social Media Marketing, Email Marketing, Product Marketing, Marketing Research, Marketing Management, Outsourced Solutions, Trade Shows, Trade Show..., Trade Show Presentations, Trade Show Strategy, Trade Show Exhibitor, Trade Show Production, Trade Show Marketing, Designing Marketing..., Facebook, Time Management, Spanish, Market Research, Finance, New Business Development, Social Networking, Strategic Planning, Social Media, Public Speaking, Event Planning, Sales, Management
Education
Northwestern University 2015 — 2017
Northwestern University School of Professional Studies, Clinical Psychology
DePaul University 2009 — 2013
International Studies, Spanish, Marketing, Intercultural Communications, Graduated Magna Cum Laude
Ponderosa High School 2005 — 2009
Graduated with Honors
BridgePortfolio June 2012 - Present
Insignis June 2012 - Present
Goldman & Ehrlich October 2010 - June 2012
Gladius Capital Management June 2011 - September 2011
Land Title June 2009 - September 2009
Skills
Financial Analysis, Real Estate Transactions, Microsoft Excel, Investments, Negotiation, Financial Modeling, Customer Service, Microsoft Office, Microsoft Word, Accounting, PowerPoint, Research, Portfolio Accounting, Performance Reporting, Portfolio Management, Marketing Strategy, Marketing Communications, Marketing, Social Media Marketing, Email Marketing, Product Marketing, Marketing Research, Marketing Management, Outsourced Solutions, Trade Shows, Trade Show..., Trade Show Presentations, Trade Show Strategy, Trade Show Exhibitor, Trade Show Production, Trade Show Marketing, Designing Marketing..., Facebook, Time Management, Spanish, Market Research, Finance, New Business Development, Social Networking, Strategic Planning, Social Media, Public Speaking, Event Planning, Sales, Management
Education
Northwestern University 2015 — 2017
Northwestern University School of Professional Studies, Clinical Psychology
DePaul University 2009 — 2013
International Studies, Spanish, Marketing, Intercultural Communications, Graduated Magna Cum Laude
Ponderosa High School 2005 — 2009
Graduated with Honors
Jeffrey Lucas-Nihei MBA Jeffrey Lucas-Nihei MBA's BridgePortfolio Experience May 2013 - May 2014
Job MBA Graduate
Industry Management Consulting
Experience
RAY · ALLEN INC. November 2014 - Present
BridgePortfolio May 2013 - May 2014
Kirby School District September 2012 - May 2013
PepsiCo - Pepsi Beverages Company June 2012 - September 2012
CompUSA April 2010 - June 2012
Skills
Sales, Team Building, Leadership, Customer Satisfaction, Management, Customer Service, Project Management, Marketing, Training, Analysis, Organizational..., Time Management, Project Coordination, Data Analysis, Delegation, Microsoft Office, Inventory Management, Teamwork, Recruiting, Leadership Development, Merchandising, Critical Thinking, Public Speaking, Microsoft Excel, Organizational..., Fast-paced, Customer Centric..., PowerPoint, Strategic Planning, Team Leadership, Budgets, Process Improvement, Microsoft Word, Coaching, Social Networking, Event Planning, Policy, Outlook, Data Entry, Operations Management, Account Management, Profit, Communication, Vision, Multi-tasking Skills, Consultation, Competitive, Financial Analysis, financial reporting, Financial Reporting
Education
Robert Morris University, Illinois 2009 — 2010
Master, Business Administration; Management, 3.93
Robert Morris College 2008 — 2009
Bachelor's, Business Administration, 4.0
RAY · ALLEN INC. November 2014 - Present
BridgePortfolio May 2013 - May 2014
Kirby School District September 2012 - May 2013
PepsiCo - Pepsi Beverages Company June 2012 - September 2012
CompUSA April 2010 - June 2012
Skills
Sales, Team Building, Leadership, Customer Satisfaction, Management, Customer Service, Project Management, Marketing, Training, Analysis, Organizational..., Time Management, Project Coordination, Data Analysis, Delegation, Microsoft Office, Inventory Management, Teamwork, Recruiting, Leadership Development, Merchandising, Critical Thinking, Public Speaking, Microsoft Excel, Organizational..., Fast-paced, Customer Centric..., PowerPoint, Strategic Planning, Team Leadership, Budgets, Process Improvement, Microsoft Word, Coaching, Social Networking, Event Planning, Policy, Outlook, Data Entry, Operations Management, Account Management, Profit, Communication, Vision, Multi-tasking Skills, Consultation, Competitive, Financial Analysis, financial reporting, Financial Reporting
Education
Robert Morris University, Illinois 2009 — 2010
Master, Business Administration; Management, 3.93
Robert Morris College 2008 — 2009
Bachelor's, Business Administration, 4.0
David Edstrom David Edstrom's BridgePortfolio Experience October 2002 - July 2009
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
David Ristau David Ristau's BridgePortfolio Experience August 2015 - Present
Job President at Bridge
Industry Financial Services
Experience
BridgePortfolio August 2015 - Present
BridgePortfolio June 2014 - Present
BridgePortfolio September 2014 - August 2015
BridgePortfolio May 2014 - April 2015
The Oxen Group September 2008 - March 2014
Lake Forest College October 2007 - May 2010
Collins and Company August 2008 - December 2008
Skills
Editing, Research, Social Media, PowerPoint, Social Networking, Investments, Microsoft Office, Sales, Newsletters, Economics, Finance, Financial Analysis, Leadership, Teaching, Management, Portfolio Management
Education
Lake Forest College 2006 — 2010
B.A., Major: Philosophy, Minor: Economics, International Relations
Lake Forest College 2006 — 2010
Bachelor's degree, Philosophy
Lake Forest College 2006 — 2010
Bachelor of Arts (BA), Philosophy, Economic, International Relations
American University 2009 — 2009
Peace and Conflict Resolution Studies, Peace/Conflict Resolution
BridgePortfolio August 2015 - Present
BridgePortfolio June 2014 - Present
BridgePortfolio September 2014 - August 2015
BridgePortfolio May 2014 - April 2015
The Oxen Group September 2008 - March 2014
Lake Forest College October 2007 - May 2010
Collins and Company August 2008 - December 2008
Skills
Editing, Research, Social Media, PowerPoint, Social Networking, Investments, Microsoft Office, Sales, Newsletters, Economics, Finance, Financial Analysis, Leadership, Teaching, Management, Portfolio Management
Education
Lake Forest College 2006 — 2010
B.A., Major: Philosophy, Minor: Economics, International Relations
Lake Forest College 2006 — 2010
Bachelor's degree, Philosophy
Lake Forest College 2006 — 2010
Bachelor of Arts (BA), Philosophy, Economic, International Relations
American University 2009 — 2009
Peace and Conflict Resolution Studies, Peace/Conflict Resolution
Laura Zaroski's BridgePortfolio Experience March 2011 - Present
Job Controller at Insignis, Inc.
Industry Information Technology and Services
Experience
BridgePortfolio March 2011 - Present
Insignis, Inc. 2001 - Present
Skills
Accounting, Microsoft Office, Financial Reporting, General Ledger, Budgeting, Accounts Payable, Accounts Receivable, Payroll, Excel, Quickbooks, Auditing, Financial Accounting, Cash Flow, Reconciliation, Human Resources, Legal Contract Review, Legal Compliance, Benefits Administration
Education
Northeastern Illinois University
Bachelor of Science, Accounting, 4.0
BridgePortfolio March 2011 - Present
Insignis, Inc. 2001 - Present
Skills
Accounting, Microsoft Office, Financial Reporting, General Ledger, Budgeting, Accounts Payable, Accounts Receivable, Payroll, Excel, Quickbooks, Auditing, Financial Accounting, Cash Flow, Reconciliation, Human Resources, Legal Contract Review, Legal Compliance, Benefits Administration
Education
Northeastern Illinois University
Bachelor of Science, Accounting, 4.0
Li-Chiun Su's BridgePortfolio Experience
Job CTO at BridgePortfolio
Industry Financial Services
Experience
BridgePortfolio
Skills
Asset Management, Business Analysis, Investment Management, Investments, Management, Portfolio Management, Wealth Management, Financial Services, Hedge Funds
Education
University of Florida 1989 — 1992
Masters, CIS
BridgePortfolio
Skills
Asset Management, Business Analysis, Investment Management, Investments, Management, Portfolio Management, Wealth Management, Financial Services, Hedge Funds
Education
University of Florida 1989 — 1992
Masters, CIS
Larry Banks's BridgePortfolio Experience August 2009 - February 2010
Job Financial Services Professional
Industry Financial Services
Experience
US Bank Global Corporate Trust, Structured Finance June 2014 - August 2015
Independent Forex Trader August 2013 - June 2014
Calamos Investments 2011 - 2013
BridgePortfolio August 2009 - February 2010
RMB Capital Management March 2006 - January 2009
LaSalle Bank December 2002 - March 2006
Brokerage Consultants Inc. March 2002 - September 2002
Goldman Sachs August 1999 - July 2001
Skills
Investments, Equities, Portfolio Management, Fixed Income, Wealth Management, Bloomberg, Mutual Funds, Securities, Asset Management, Derivatives, Advent Suite:..., Microsoft Office, VBA, Linux, FIX, Forwards, Financial Futures, Trading Systems, Electronic Trading, GIM2, Charles River IMS, Security APL, DTC, Unix, SQL, Script Editing, Perl Script, Convertible Securities, Convertible Bonds, CDO, CDO Suite, CLO, Compliance Modeling, Structured Finance, Trading
Education
New York Institute of Finance 1996 — 2000
Professional, Investments - Financial Mathematics
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Arts (B.A.), Economics
US Bank Global Corporate Trust, Structured Finance June 2014 - August 2015
Independent Forex Trader August 2013 - June 2014
Calamos Investments 2011 - 2013
BridgePortfolio August 2009 - February 2010
RMB Capital Management March 2006 - January 2009
LaSalle Bank December 2002 - March 2006
Brokerage Consultants Inc. March 2002 - September 2002
Goldman Sachs August 1999 - July 2001
Skills
Investments, Equities, Portfolio Management, Fixed Income, Wealth Management, Bloomberg, Mutual Funds, Securities, Asset Management, Derivatives, Advent Suite:..., Microsoft Office, VBA, Linux, FIX, Forwards, Financial Futures, Trading Systems, Electronic Trading, GIM2, Charles River IMS, Security APL, DTC, Unix, SQL, Script Editing, Perl Script, Convertible Securities, Convertible Bonds, CDO, CDO Suite, CLO, Compliance Modeling, Structured Finance, Trading
Education
New York Institute of Finance 1996 — 2000
Professional, Investments - Financial Mathematics
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Arts (B.A.), Economics
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