Brookfield Investment Management
Industry: Company
DescriptionFounded: 1989 Subsidiaries: Brookfield Investment Management (UK) Limited, Parent organization: Brookfield Asset ManagementFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportBrookfield Investment ManagementDirections Saved (0) Saved Save 1 Google review Bank in Chicago, Illinois Address: 71 S Wacker Dr # 3400, Chicago, IL 60606 Phone: (312) 377-8300: Hours: : Category: : Place name: Website: : : : Category: Bank 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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website 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 Brookfield Investment Management Posting publicly on the Web Write a review Reviews 1 Google review
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Brookfield Investment Management Employees
Brookfield Investment Management September 2006 - Present
Evergreen Investments 1992 - 2006
Wasserstein Perella 1989 - 1991
Fidelity Investments 1984 - 1989
TIAA-CREF 1980 - 1984
Skills
High Yield, Asset Management, Bonds, Portfolio Management, Relative Value, Fundamental Research, Portfolios, Separately Managed..., Fixed Income, Value Investing, Fixed Income Research, Institutional Clients, Fixed Income Analysis, Asset Managment, Research, Hedge Funds, Institutional Investors, Alternative Investments, Bloomberg, Institutional..., Asset Allocation, Equities, Capital Markets, Investments, Investment Management, Mutual Funds
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance
University of Colorado Boulder - Leeds School of Business 1974 — 1978
BS, Finance
Radnor High School 1970 — 1974
Diploma
Brookfield Investment Management July 2014 - Present
Banfield Pet Hospital March 2011 - April 2014
City of Austin May 2010 - November 2010
Buffalo Exchange February 2009 - November 2010
Borders February 2008 - November 2010
Skills
Microsoft Office, Social Media, Customer Service, Team Management, Peer Relationships, Peer Mentoring, Organizational..., Event Planning, Microsoft Excel, Time Management, Office Management, Management, Training, Editing, Microsoft Word, Filing, Sales, Telephone Skills, Customer Satisfaction, Merchandising
Education
Texas State University-San Marcos 2004 — 2009
Bachelors of Fine Arts, Photography
Conning Asset Management June 2014 - Present
Brookfield Investment Management July 2011 - June 2014
Conning Asset Management April 2007 - June 2011
Genworth Financial 2005 - March 2007
GE Asset Management 2003 - 2005
GE Asset Management Services July 2001 - 2003
Scudder Kemper Investments 1998 - 2000
JETRO New York 1994 - 1998
Education
Fairfield University 2005 — 2007
MS, Finance
Ritsumeikan University 1992 — 1993
1-yr Program, Japanese Language
Foran High
New York University
Trinity College-Hartford
Bachelors, Economics
Silverpath Capital Management LLC 2013 - Present
Brookfield Investment Management 2002 - 2012
ING Realty Partners 1997 - 2002
European Investors Inc. 1993 - 1997
Education
The University of Chicago - Booth School of Business 1988 — 1990
Master of Business Administration (MBA), International Finance
Loyola University of Chicago 1978 — 1982
Bachelor of Business Administration (BBA), Accounting
Brookfield Investment Management July 2013 - Present
Martin and Associates/John Wall, CPA January 2012 - May 2013
The White House December 2011 - May 2013
The Hill Center May 2011 - January 2012
Education
LOYOLA UNIVERSITY CHICAGO, Quinlan School of Business
B.B.A
Les Aspin Center for Government
John Felice Romce Center
Duquesne University
Pattonville High School
Brookfield Investment Management November 2014 - Present
UBS Global Asset Management January 2012 - October 2014
Taproot Foundation 2008 - June 2012
Envestnet Asset Management February 2010 - January 2012
Fitch Ratings August 2007 - January 2010
TransUnion August 2006 - August 2007
McMaster-Carr 2001 - 2002
Edelman April 2000 - August 2000
Skills
Direct Marketing, Copywriting, Email Marketing, Integrated Marketing, Marketing Communications, Corporate Communications, Content Development, Online Marketing, Marketing Strategy, Management, Web Analytics, B2B, Content Strategy, Marketing Management, Writing, White Papers, Editing, Project Management, Ghostwriting, Strategic Communications, Brochures, Web Content, Alternative Investments, Investments, Asset Management
Education
The University of Chicago 2009 — 2010
Certificate, Integrated Marketing
University of Michigan 2004 — 2006
M.A., English Language and Literature
Northwestern University 1997 — 2001
B.A., English (with honors)
Brookfield Investment Management June 2012 - May 2014
Morgan Stanley 2009 - June 2012
Ford Motor Company June 2008 - August 2008
Skills
Cash Flow Management, Financial Analysis, Performance Reporting, Developing Client..., Problem Solving, Corporate Actions, Risk Mitigation, Process Improvement, Client Service, Client Communication, Internal Communications, Equity Derivatives, Risk Management, Financial Services, Hedge Funds, Accounting, Cash Flow, Client Services, Options, Microsoft Excel
Education
Purdue University 2005 — 2009
Bachelor of Science, Management and Finance
Brookfield Investment Management April 2014 - Present
Nuveen Investments September 2009 - April 2014
AllianceBernstein 2004 - 2009
Legg Mason 2001 - 2004
J.P. Morgan 1999 - 2001
J.P. Morgan Asset Management 1996 - 1999
Alliance Capital Management 1993 - 1995
Skills
CFA, Alternative Investments, Hedge Funds, Asset Managment, Mutual Funds, Asset Allocation, Equities, Series 7, Fixed Income, Investment Strategies, Investments, Portfolio Management, Wealth Management, Capital Markets, Bloomberg, Emerging Markets, Separately Managed..., Investment Management, Fund Of Funds, Financial Markets, Investor Relations, Series 24, International Sales
Education
Columbia Business School
MBA, Finance
Hamilton College
Brookfield Investment Management October 2005 - Present
Duncan- Hurst Capital Management June 2003 - October 2005
Signia Capital Management March 2002 - December 2002
Robertson Stephens and Company August 1997 - October 2001
Goldman Sachs June 1996 - August 1996
Morgan Stanley March 1993 - January 1995
Skills
Investments, Alternative Investments, Equities, Hedge Funds, Fixed Income, Asset Management, Capital Markets, Due Diligence, Institutional Sales, Real Assets, Mergers & Acquisitions, Institutional..., Capital Raising, Asset Allocation, Manage Client..., Marketing Strategy, Marketing Management
Education
UCLA Anderson School of Management 1995 — 1997
MBA
Yale University 1988 — 1992
BA, History
Chaminade High School 1984 — 1988
Henderson Global Investors September 2015 - Present
Brookfield Investment Management May 2011 - August 2015
Heitman October 2007 - June 2011
Heitman January 2007 - September 2007
Accenture 2005 - 2007
Skills
Valuation
Education
University of Notre Dame
BBA, Finance
McKinsey & Company June 2014 - August 2014
Citi June 2010 - August 2010
Brookfield Investment Management October 2008 - September 2009
Bloomberg LP June 2007 - August 2007
Skills
Matlab, Quantitative Research, Economics, Quantitative Analytics, Stata, Quantitative Finance, Econometrics, Research, R, Statistics, Monte Carlo Simulation, LaTeX, Mathematica, Macroeconomics
Education
Princeton University 2010 — 2015
PhD, Economics
Princeton University 2004 — 2008
AB, Physics
Brookfield Investment Management May 2014 - Present
Brookfield Investment Management June 2007 - Present
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Account Reconciliation, Financial Analysis
Education
Rider University 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Brookfield Investment Management March 2004 - Present
AIG Global Investment Group October 2000 - February 2004
SL Green January 2000 - October 2000
Skills
Client Services, RFP preparation, Alternative Investments, Hedge Funds, Investment Management, Fixed Income, Asset Management, Financial Services, Investment Strategies, Product Marketing, Investor Relations, Institutional Investors, Manage Client..., Fixed Income Products, Marketing Management, Client Presentation, Maintaining Strong..., Closed-end Funds, Relationship Management, Structured Products, Performance Measurement, Business Development, Team Management, Product Development, Product Management, mutual fund, Private Equity, Securities, Written & Oral..., CRM Databases, RFP Generation, Presentation Development, Mutual Funds
Education
Boston University 1995 — 1999
BS, Communication, General
Brookfield Investment Management March 2008 - Present
TD Bank Group October 2002 - February 2008
RBC Capital Markets July 1999 - August 2000
TD 1996 - 1999
Skills
Equity Research, Fixed Income, Equities, Capital Markets, Valuation, High Yield, Portfolio Management, Chartered Financial..., Hedge Funds, Bloomberg, CDS, Credit, Derivatives, CFA, Distressed Debt, Investment Banking, Structured Products, Securities, Alternative Investments, Private Equity, Investments, Emerging Markets, Financial Modeling, Asset Management
Education
MIT Sloan School of Management 2000 — 2002
MBA
The University of Western Ontario 1991 — 1995
BESc, Mechanical
Upper Canada College
Brookfield Investment Management June 2013 - Present
Brookfield Investment Management March 2008 - June 2013
Brookfield Asset Management 2004 - 2008
Bank of Montreal 1999 - 2004
Skills
Hedge Funds, Asset Managment, Investments, Equities, Alternative Investments, Private Equity, Portfolio Management, Fixed Income, Valuation, Capital Markets, Investment Banking, Wealth Management, Asset Allocation, Mergers, Due Diligence, Venture Capital, Business Strategy, Investment Management, Financial Modeling, Derivatives
Education
York University - Schulich School of Business 1997 — 1999
Master of Business Administration (MBA), Finance, General
Mount Allison University 1992 — 1996
Bachelor of Commerce (B.Com.)
Brookfield Investment Management Inc. May 2015 - Present
Brookfield Investment Management January 2011 - Present
Brookfield Investment Management January 2010 - January 2011
Brookfield Investment Management November 2007 - December 2009
Robinson Lerer & Montgomery May 2007 - November 2007
Robinson Lerer & Montgomery (now Finsbury) January 2006 - April 2007
Skills
Strategic Communications
Education
University of Notre Dame
BA, Political Science
Hobson Advisors LLC December 2013 - Present
Hobson Travel LTD January 1995 - Present
Red Granite September 2011 - December 2013
Brookfield Investment Management May 2005 - June 2009
Pax Clearing Corporation 1997 - 2005
Coopers & Lybrand LLC 1993 - 1997
Skills
Mergers, Investments, Equities, Options, Mergers & Acquisitions, Corporate Finance, Start-ups, Financial Services, Finance, Derivatives, Strategy, Hedging, Trading, Private Equity, Financial Markets, Risk Management, Securities, Portfolio Management, Business Development, Hedge Funds, Asset Management, Entrepreneurship, Alternative Investments, Valuation, Venture Capital, Small Business, Investment Management, Strategic Financial..., Investment Strategies, Due Diligence
Education
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
BS, Accounting, Finance, CPA
Illinois Institute of Technology
M.S. Financial Markets, Finance
Schroders January 2015 - Present
Lord, Abbett & Co. LLC February 2013 - December 2014
Panel Lockout LLC October 2012 - January 2013
Brookfield Investment Management September 2011 - September 2012
Skills
Microsoft Excel, Outlook, PAM for Securities, IFS, Mandarin, Journal Entries, Compilation Of..., Trial Balance, Year-end Close, Bank Reconciliation, Financial Accounting, Data Analysis, Account Reconciliation, General Ledger, Financial Analysis, Financial Statements
Education
Baruch College 2008 — 2012
Bachelor of Business Administration (B.B.A.)
Ivey Business School February 2015 - Present
Brookfield Investment Management August 2010 - February 2015
Primerica Financial Services June 2008 - August 2008
China Jianyin Investment Securities June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Equities, Fixed Income, Excel, Investments, Portfolio Management
Education
Ivey Business School at Western University 2006 — 2010
Honors Business Administration, 3.7/4.0 (GPA)
CFA Institute
CFA Charterholder
Canadian Securities Institute
Canadian Securities Course
Brookfield Investment Management 2013 - Present
Millennium Partners - OmniVista Capital Management 2011 - 2013
Fidelity Management & Research Company 2006 - 2009
Davidson Capital Management June 2005 - August 2005
Hellenic Armed Forces 2003 - 2004
Banc of America Securities 2000 - 2003
Skills
Equity Research, Industrials, Basic Materials, Hedge Funds, Economics, Mutual Funds, Financial Institutions, Equities
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance, Strategic Management
Yale University 1996 — 2000
BA, Economics
University of Oxford 1999 — 1999
study abroad, International Finance, Competitive Strategy
Brookfield Investment Management July 2013 - Present
FactSet Research Systems October 2012 - July 2013
FactSet Research Systems July 2010 - October 2012
Home Med Inc May 2007 - August 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Equities, Investments, Finance, Data Analysis, Microsoft Excel, FactSet
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Business; Finance
Palantir Technologies September 2014 - Present
New York City Economic Development Corporation July 2012 - August 2014
Center for Energy Efficiency and Renewable Technologies June 2011 - August 2011
Brookfield Investment Management July 2010 - September 2010
Bankinter April 2010 - June 2010
Skills
Entrepreneurship, Environmental Policy, Renewable Energy, Project Management, International Relations, Business Analysis, Spanish, Event Planning, Start-ups, Blogging, Program Management, Policy Analysis
Education
Stanford University 2008 — 2012
Bachelor of Science (B.S.), Science, Technology, and Society - Energy Engineering Concentration
Brookfield Investment Management June 2013 - Present
United Development Funding May 2012 - June 2013
United Development Funding September 2011 - May 2012
Meridian Energy Corporation May 2011 - August 2011
Skills
Writing, Macroeconomics, Data Analysis, Real Estate Investment, Monetary Policy, Economic Research, Econometrics, Excel, Competitive Analysis, Microsoft Office, Economics, Problem Solving, Critical Thinking, Business Analysis, Quantitative Analytics, Management Consulting, Statistics, Analytics, SPSS, Housing Finance, Twitter, Oil&Gas, Due Diligence, Microsoft Excel, Analysis, Financial Analysis, Management, Team Leadership, Investment Properties, Marketing, PowerPoint, Market Analysis, Leadership, Research, Access, Investments, Process Improvement, Proposal Writing, Securities, Outlook, Alternative Investments
Education
The University of Dallas 2008 — 2012
Bachelor of Arts, Economics & Finance, 3.4
Ecclesia Ministries of New York January 2012 - Present
St. John's Church in the Village September 2010 - Present
Work/Life/Spirit January 2000 - Present
Brookfield Investment Management February 1995 - Present
Skills
Public Speaking, Employee Relations, Organizational..., Leadership Development, Community Outreach, Human Resources, Nonprofits, Conflict Resolution, Policy, Fundraising, Strategic Planning, Leadership, Performance Management, Administration, Employee Benefits, Research, Editing, Teaching
Education
The General Theological Seminary 1997 — 2013
M.A. Christian Spirituality, Theology/Theological Studies
Baruch College 1990 — 1992
B.A. Human Resource Management, Human Resources Management/Personnel Administration, General
Brookfield Investment Management July 2007 - Present
Barclays Capital 2005 - 2007
Skills
Fixed Income, Equities, Asset Management, Bloomberg, Capital Markets, Hedge Funds, Securities, Derivatives, Business Analysis
Education
Rutgers University-New Brunswick
BS, Computer Science
GIC March 2011 - Present
Brookfield Investment Management May 2006 - March 2011
Skills
Equity Research, Valuation, Equities, Asset Managment, Financial Modeling, Investments, Bloomberg, Capital Markets, Portfolio Management, Hedge Funds, Private Equity, Fixed Income
Education
University of Illinois at Chicago 2002 — 2006
BS, Finance
Beijing Foreign Studies University 2005 — 2005
Brookfield Investment Management June 2011 - Present
Magnetar Capital December 2007 - November 2010
Credit Suisse July 2006 - December 2007
Friedman Billings Ramsey July 2004 - July 2006
ExxonMobil June 1998 - July 2004
Anheuser-Busch January 1996 - August 1996
Education
Tulane University - A.B. Freeman School of Business 2001 — 2003
Master of Business Administration (MBA)
Marquette High School
Redpoint Advising, LLC June 2015 - Present
Rouse Properties, Inc. September 2014 - June 2015
Rouse Properties, Inc. September 2012 - September 2014
Brookfield Investment Management Inc. February 2012 - September 2012
Brookfield Investment Management August 2006 - February 2012
Friedman LLP 2003 - 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Teaching, Strategic Planning, Budgets, Negotiation, Editing, Team Building, Project Management, Social Media, Event Planning, Accounting, Risk Management, Management, Business Process..., Asset Management, Finance, Due Diligence, Financial Analysis, Real Estate
Education
Rutgers University-New Brunswick 1989 — 1993
Bachelor of Science (BS), Accounting
Brookfield Investment Management September 2006 - Present
Evergreen Investment Management 1996 - 2006
Nathan Inc. June 1987 - September 1988
Skills
Fixed Income, Asset Managment, Equities, MBS, Portfolio Management, Bloomberg, Capital Markets, Investments, Securities, Structured Finance, Valuation, High Yield, Financial Modeling, Due Diligence, Financial Structuring
Education
Northeastern University - Graduate School of Business Administration 1990 — 1992
MBA
Brown University 1983 — 1987
Bachelor of Arts (B.A.), Economics
Brookfield Investment Management September 2013 - Present
Calamos Investments January 2011 - September 2013
DWS Investments June 1999 - May 2010
Skills
Fixed Income, Separately Managed..., Mutual Funds, Alternative Investments, Series 63, Morningstar, Asset Allocation, Series 7, Retirement Planning, Relationship Management, Investments, Structured Products, Strategy, Banking, Account Management, Series 6, Investment Advisory, Wealth Management, Investment Management
Education
University of Michigan 1995 — 1999
BA, Political Science, Biology
GoldenTree Asset Management August 2014 - Present
Permal April 2013 - August 2014
Brookfield Investment Management February 2009 - April 2013
Hyperion Brookfield Asset Management August 2007 - February 2009
Goldman Sachs June 2000 - June 2004
Education
Boston University School of Law 2004 — 2007
Juris Doctor
Barnard College 1996 — 2000
BA, Anthropology
Brookfield Investment Management March 2014 - Present
Ziegler Capital Management, LLC September 2012 - February 2014
Duff & Phelps Investment Management Co. July 2010 - August 2012
First Industrial Realty Trust March 2008 - July 2010
CB Richard Ellis October 2004 - March 2008
Saint Louis University School of Medicine June 2001 - December 2003
Skills
Real Estate, Marketing Strategy, Real Estate Investment, Fixed Income, Client Services, Customer Relations, New Business Development, Asset Management, Investments, Asset Managment, Marketing, Leadership, Selling, Management, Sales, Financial Analysis, Customer Service, Commercial Real Estate, Investment Properties, CRM, Real Estate Development
Education
Saint Louis University School of Medicine 2001 — 2004
PHD Candidate
Saint Louis University 1997 — 2001
BS
Brookfield Investment Management July 2011 - Present
Heitman Real Estate Securities March 1998 - July 2009
Fitch Ratings April 1997 - March 1998
Equitable Real Estate Investment Management August 1992 - March 1997
The Mutual Benefit Life Insurance Company January 1992 - August 1992
Richard I. Rubin and Company June 1990 - January 1992
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
Vanderbilt University 1981 — 1985
B. Eng., Structural Engineering
Rockefeller Philanthropy Advisors July 2013 - Present
Ford Foundation December 2012 - June 2013
Brookfield Investment Management June 2009 - September 2012
GE Capital March 2008 - June 2009
WestLB September 2007 - January 2008
Gala Resources December 2005 - April 2007
NYU School of Medicine 2001 - 2003
Coumbia University 1992 - 1993
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Accounting, Financial Modeling, Finance, Financial Accounting, Risk Management, Due Diligence, Managerial Finance, Microsoft Excel, Budgets
Education
Pace University 2007 — 2008
Adelphi University 1995 — 2005
MBA, Accounting
University of Maryland College Park 1986 — 1990
BA, Gov't and Politics
Long Beach High School 1982 — 1986
General Diploma
Northwestern Mutual July 2012 - Present
Brookfield Investment Management October 2004 - March 2012
Education
Georgetown University 1992 — 1996
Bachelor of Arts (B.A.), Psychology
Chaminade High School
The Lawrenceville School
Brookfield Investment Management November 2004 - Present
Security Capital Research & Management January 2003 - November 2004
Standard & Poor's Corporate Value Consulting July 2001 - January 2003
Skills
Investment Management, Investments, Equities, Management, Strategic Planning, Financial Modeling, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
Alexa Arnold, LMT December 2011 - Present
Alexa Arnold, RYT 200 September 2011 - Present
Brookfield Investment Management December 2003 - June 2015
Z-Ultimate Self Defense Studios 2012 - 2013
Brookfield Investment Management, Inc. January 2009 - June 2012
Brookfield Redding LLC 2003 - 2009
Heitman 1998 - 2003
Skills
Strategic Planning, Compliance, Disaster Recovery, Business Analysis, Change Management, Trade Operations..., IT Management, Project..., Business Management, Budget Management, SEC compliance, Management, Budgets, Global Regulatory..., Risk Management, Cross-functional Team..., Team Management, Portfolio Management, Team Building, Fitness Training, Challenge Driven, Mentoring, Public Speaking, Coaching, Equities, Fitness Instruction, Martial Arts Instruction, Asset Management, Marketing, Sales
Education
Tiffany Cruikshank, L.Ac, MAOM, RYT Yoga & Holistic Medicine
RYT 500, Yoga Medicine
Pacific College of Oriental Medicine 2008 — 2010
AAS Asian Holistic Health, Massage Therapy, Anatomy, Phisiology, NMT, Trigger Point Therapy, Myofascial Release
DePaul University 2008 — 2011
Argo Community High School 1983 — 1986
Brookfield Investment Management April 2012 - Present
Heitman October 2005 - March 2012
TCF Bank June 2003 - September 2005
Skills
Portfolio Management, Asset Managment, Investments, Valuation, Financial Modeling, Financial Analysis, Due Diligence, Real Estate, Real Estate Economics, Capital Markets, Investment Management, Securities
Education
Miami University 1999 — 2003
B.S., Finance
Brookfield Investment Management September 2014 - Present
Mesirow Financial April 2014 - September 2014
Sheffield Asset Management December 2013 - April 2014
Fresenius Medical Care July 2013 - October 2013
McCormick Braun Friman LLC March 2013 - July 2013
Crowe Horwath LLP January 2011 - October 2012
DIGIOVINE HNILO JORDAN + JOHNSON LTD. January 2008 - April 2009
Wagner Barrantes and Associates S.A. November 2008 - December 2008
Skills
Accounting, Tax, Microsoft Office, Financial Planning, Quickbooks, Strategic Financial..., QuickBooks, Finance, Financial Statements, GAAP, Fixed Assets, Auditing
Education
Northern Illinois University - College of Business
Master of Science (M.S.), Taxation
North Central College
Bachelor of Arts (B.A.), Accounting and Spanish
Deutsche Asset & Wealth Management April 2011 - Present
Brookfield Investment Management September 2009 - April 2011
Skills
Asset Managment, Asset Management, Analysis, Finance, Financial Modeling, Investments, Portfolio Management, Valuation, Management, Securities, Corporate Finance
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2009
Master of Science, Finance
Northern Illinois University 2006 — 2008
Bachelor of Science, Finance
Charter School Business Management July 2012 - Present
Indigenous Education Foundation of Tanzania May 2011 - April 2012
Brookfield Investment Management November 2007 - May 2011
UBS June 2006 - October 2007
Skills
Fixed Income, Access, Outlook, Microsoft Excel, Process Improvement, PowerPoint, Derivatives, Credit Derivatives, Operations Management, Non-profit..., Volunteer Management, Accounting, QuickBooks
Education
University of Evansville 2002 — 2006
Bachelor of Science (BS), Accounting
Brookfield Investment Management June 2011 - Present
CaptainU May 2010 - September 2010
Equibase Capital Group March 2010 - June 2010
Walton Street Capital August 2007 - June 2009
Walton Street Capital June 2006 - July 2007
JP Morgan Chase June 2005 - August 2005
Skills
Valuation, Acquisitions, Investment Banking, Entrepreneurship, Financial Modeling
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Analytic Finance, Econometrics, Statistics
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Finance, Statistics, Real Estate
AMP Capital Investors (US) Ltd March 2013 - Present
Amp Capital Brookfield (US) LLC April 2011 - August 2012
AMP Capital Brookfield (US) LLC September 2006 - August 2012
Brookfield Investment Management October 2009 - April 2011
Brookfield Investment Management Inc. June 2008 - October 2009
BP North America July 2005 - September 2006
Merrill Lynch Professional Clearing Corp October 2000 - July 2005
Skills
Securities, Due Diligence, Hedge Funds, Equities, Investments, FINRA, AML, Fixed Income, Corporate Governance, Risk Management, Portfolio Management, Mutual Funds, Investment Advisory, Management, Trading, Asset Allocation
Education
DePaul University College of Law 1992 — 1995
Juris Doctorate, Law
Indiana University - Kelley School of Business 1987 — 1992
Bachelor of Science, Computer Info Systems/Operations Mgmt
Brookfield Investment Management October 2006 - Present
Paul Hastings 1998 - 2006
Ernst & Young 1991 - 1995
New York Jets 1985 - 1987
Skills
Corporate Governance, Mergers, Securities, Securities Regulation, Corporate Law, Corporate Finance, Capital Markets, IPO, Private Placements, Equities, Restructuring, Investments, Hedge Funds, Fund Of Funds, Investment Management, Corporate Development, Joint Ventures, Mergers, Due Diligence
Education
University of Pennsylvania Law School 1995 — 1998
JD
Georgetown University 1987 — 1991
BSBA, Finance and Accounting
Starwood Mortgage Capital October 2013 - Present
Wells Fargo June 2010 - September 2013
Brookfield Investment Management July 2009 - June 2010
Deutsche Bank January 2001 - February 2009
Univest Financial Services January 1996 - December 2000
Education
Clemson University 1988 — 1992
B.S., Financial Mgmt - Real Estate Finance
Brookfield Investment Management Inc. March 2015 - Present
Brookfield Investment Management February 2013 - March 2015
Brookfield Investment Management August 2011 - February 2013
OppenheimerFunds February 2010 - July 2011
OppenheimerFunds March 2008 - February 2010
Skills
Series 7, Securities, Mutual Funds, FINRA, Series 63, Hedge Funds, Fixed Income, Investments, Capital Markets, Alternative Investments, Asset Management, Securities Regulation, Due Diligence, Bloomberg
Education
Bentley University 2002 — 2006
BS, Finance
Brookfield Investment Management April 2006 - Present
Northern Trust June 2003 - April 2006
Deutsche Bank April 1999 - June 2003
Skills
Asset Management, Performance Measurement, Equities, Middle Office, Fixed Income, Securities, Bloomberg, Mutual Funds, Reconciliation, Derivatives, Accounting, Investments, Account Reconciliation, Structured Products, Alternative Investments
Education
Florida International University 1993 — 1996
Bachelor of Accounting, Advanced Accounting, and minor in Finance
Brookfield Investment Management April 2012 - Present
Citadel Investment Group June 2010 - April 2012
GEM Realty Capital June 2006 - June 2010
Banc of America Investments 2005 - 2006
Skills
Asset Management, Bloomberg, Due Diligence, Financial Modeling, Valuation, Private Equity, Equities, Equity Research, Capital Markets, Hedge Funds, Alternative Investments, Investment Banking, Investments, Financial Analysis, Portfolio Management, Corporate Finance, Fixed Income, Securities, Investment Management
Education
University of Michigan 2001 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
Brookfield Asset Management June 2015 - Present
University of Chicago Booth School of Business September 2014 - Present
Second Century Ventures January 2015 - May 2015
Brookfield Investment Management June 2008 - June 2014
D. B. Zwirn & Co. June 2007 - August 2007
ADM Capital June 2006 - August 2006
Skills
Investments, Private Equity, Alternative Investments, Asset Management, Fixed Income, Research, Portfolio Management, Valuation, Capital Markets, Equities
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
New York University, Stern School of Business 2004 — 2008
BSc., Economics Theory, Finance, Mathematics
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase July 2013 - July 2015
Brookfield Investment Management May 2011 - May 2013
Brookfield Investment Management April 2010 - May 2011
America Reads September 2009 - April 2010
Skills
Microsoft Office, Bloomberg Terminal, Fixed Income, Financial Analysis, Data Analysis, Microsoft Excel, Equities, PowerPoint, Microsoft Word, Economics, Social Media, Outlook, Securities, Finance
Education
New York University 2007 — 2011
BA, Economics, Business Studies
New York City Lab School for Collaborative Studies 2005 — 2007
High School Diploma
Glastonbury High School 2003 — 2005
Brookfield Investment Management June 2007 - Present
Education
Rider University 2003 — 2007
Business Management
Whitebox Advisors LLC July 2014 - Present
Two Sigma Investments July 2011 - June 2014
Brookfield Investment Management February 2008 - July 2011
Skills
Hedge Funds, Derivatives, Bloomberg, Equities, Fixed Income, Commodity
Education
University of Richmond
Brookfield Investment Management August 2013 - Present
J.P. Morgan January 2000 - August 2013
Robert Fleming 1999 - 2000
Skills
Financial Services, Middle Office, Investment Banking, Prime Brokerage, Options, Equities, Equity Swaps
Education
Columbia Business School 2006 — 2008
Master of Business Administration (MBA)
College of the Holy Cross 1995 — 1999
Bachelor of Science (BS), Economics