Brownson, Rehmus & Foxworth
Industry: Company
DescriptionFounded: 1969 Subsidiary: Brownson, Rehmus & Foxworth, Inc., Asset Management Arm
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Brownson, Rehmus & Foxworth Employees
Employee
Years
Job
Industry
Kelly Lamble Kelly Lamble's Brownson, Rehmus & Foxworth Experience July 2013 - June 2015
Job FP&A Analyst at NerdWallet
Industry Financial Services
Experience
NerdWallet June 2015 - Present
Brownson, Rehmus & Foxworth July 2013 - June 2015
Santa Clara University September 2009 - June 2013
Lockheed Martin Space Systems Company June 2012 - August 2012
Santa Clara University January 2012 - June 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Analysis, Teamwork, Microsoft Word, Word, Zephyr Style Advisor, Investment Advisory, Statistics, Outlook, Finance
Education
Santa Clara University - Leavey School of Business 2009 — 2013
B.S.C, Finance
Santa Clara University 2009 — 2013
B.A, Psychobiology
Saratoga High School 2006 — 2009
NerdWallet June 2015 - Present
Brownson, Rehmus & Foxworth July 2013 - June 2015
Santa Clara University September 2009 - June 2013
Lockheed Martin Space Systems Company June 2012 - August 2012
Santa Clara University January 2012 - June 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Analysis, Teamwork, Microsoft Word, Word, Zephyr Style Advisor, Investment Advisory, Statistics, Outlook, Finance
Education
Santa Clara University - Leavey School of Business 2009 — 2013
B.S.C, Finance
Santa Clara University 2009 — 2013
B.A, Psychobiology
Saratoga High School 2006 — 2009
Cosmin Lucaci, CFA Cosmin Lucaci, CFA's Brownson, Rehmus & Foxworth Experience November 2014 - Present
Job Vice President at Brownson, Rehmus & Foxworth
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth November 2014 - Present
Brownson, Rehmus & Foxworth 2007 - Present
Skills
Investments, Alternative Investments, Financial Services, Quantitative Analytics, Investment Strategies, Asset Allocation, Equity Research Analysis, Financial Modeling, Research, Asset Managment, Investment Advisory, Portfolio Management, Equity Research, Bloomberg, Equities, Investment Management, Wealth Management, Valuation, Fixed Income, Hedge Funds
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance
Northwestern University 2002 — 2006
BA, Economics, Political Science
Luther High School North
Brownson, Rehmus & Foxworth November 2014 - Present
Brownson, Rehmus & Foxworth 2007 - Present
Skills
Investments, Alternative Investments, Financial Services, Quantitative Analytics, Investment Strategies, Asset Allocation, Equity Research Analysis, Financial Modeling, Research, Asset Managment, Investment Advisory, Portfolio Management, Equity Research, Bloomberg, Equities, Investment Management, Wealth Management, Valuation, Fixed Income, Hedge Funds
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance
Northwestern University 2002 — 2006
BA, Economics, Political Science
Luther High School North
Alexandria Carlson Alexandria Carlson's Brownson, Rehmus & Foxworth Experience November 2009 - January 2011
Job Marcus & Millichap at Brokerage Administrator
Industry Marketing and Advertising
Experience
Brokerage Administrator November 2013 - Present
E-Commerce Coordinator November 2012 - Present
Energy Acuity October 2011 - July 2012
Everyday Communications August 2011 - November 2011
Brownson, Rehmus & Foxworth November 2009 - January 2011
Skills
Brand Development, Account Management, Advertising, Social Media Marketing, Social Media, Salesforce.com, Public Relations, Event Planning, Facebook, Email Marketing, Management, Social Networking, Sales, Online Advertising, Market Research, Digital Marketing
Education
DePaul University 2008 — 2011
Communications, Public Relations and Advertising
Brokerage Administrator November 2013 - Present
E-Commerce Coordinator November 2012 - Present
Energy Acuity October 2011 - July 2012
Everyday Communications August 2011 - November 2011
Brownson, Rehmus & Foxworth November 2009 - January 2011
Skills
Brand Development, Account Management, Advertising, Social Media Marketing, Social Media, Salesforce.com, Public Relations, Event Planning, Facebook, Email Marketing, Management, Social Networking, Sales, Online Advertising, Market Research, Digital Marketing
Education
DePaul University 2008 — 2011
Communications, Public Relations and Advertising
Amanda C. Clothier (LION) Amanda C. Clothier (LION)'s Brownson, Rehmus & Foxworth Experience May 2005 - April 2010
Job Insurance Producer by Day ♦ Author by Night ♦ Calligrapher & Textile Artist
Industry Writing and Editing
Experience
Kurtock Insurance Agency, Inc. (State Farm Agent) October 2013 - Present
LooseId, LLC; Samhain Publishing; Torquere Press, LLC; & Zen Garden Press September 2011 - Present
Writer Zen Garden August 2008 - Present
Evanston Writers Workshop May 2009 - September 2012
Smart Resources June 2011 - July 2012
Brownson, Rehmus & Foxworth May 2005 - April 2010
Wm. Wrigley Jr. Co. June 2000 - May 2005
Transition, Phase 2 October 1998 - September 2000
Multiple Companies 1996 - 1998
Sabbatical 1995 - 1996
Skills
Writing, Grant Writing, Creative Writing, Accounts Receivable, Purchasing, Financial Statements, Personnel Management, Records Management, Network Administration, Strategic Planning, Outlook, Event Planning, Access, Business Development, Microsoft Excel, Financial Analysis, Financial Modeling, Customer Service, Management, Nonprofits, Alternative Investments, Analysis, Training, Finance, Investments, Risk Management, Social Media, Public Speaking, Digital Media, Time Management, Books, Research, Blogging, Editing, Marketing, Microsoft Office, Social Networking, Facebook, Leadership, Newsletters, Sales, Microsoft Word, Team Building, Publishing, Web Content, Awesomeness, Public Relations, Interviews, Project Management
Education
Argosy University
Masters of Business Administration (MBA), Finance
University of California, Irvine
B.A., Russian
Kurtock Insurance Agency, Inc. (State Farm Agent) October 2013 - Present
LooseId, LLC; Samhain Publishing; Torquere Press, LLC; & Zen Garden Press September 2011 - Present
Writer Zen Garden August 2008 - Present
Evanston Writers Workshop May 2009 - September 2012
Smart Resources June 2011 - July 2012
Brownson, Rehmus & Foxworth May 2005 - April 2010
Wm. Wrigley Jr. Co. June 2000 - May 2005
Transition, Phase 2 October 1998 - September 2000
Multiple Companies 1996 - 1998
Sabbatical 1995 - 1996
Skills
Writing, Grant Writing, Creative Writing, Accounts Receivable, Purchasing, Financial Statements, Personnel Management, Records Management, Network Administration, Strategic Planning, Outlook, Event Planning, Access, Business Development, Microsoft Excel, Financial Analysis, Financial Modeling, Customer Service, Management, Nonprofits, Alternative Investments, Analysis, Training, Finance, Investments, Risk Management, Social Media, Public Speaking, Digital Media, Time Management, Books, Research, Blogging, Editing, Marketing, Microsoft Office, Social Networking, Facebook, Leadership, Newsletters, Sales, Microsoft Word, Team Building, Publishing, Web Content, Awesomeness, Public Relations, Interviews, Project Management
Education
Argosy University
Masters of Business Administration (MBA), Finance
University of California, Irvine
B.A., Russian
Doris McTyre Doris McTyre's Brownson, Rehmus & Foxworth Experience November 2007 - Present
Job Senior Associate & Compliance Officer at Brownson, Rehmus & Foxworth
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth November 2007 - Present
Coldwell Banker October 2005 - November 2007
Gardner Carton & Douglas July 2003 - August 2005
Princeton Charter Club January 2002 - January 2003
Skills
Investments, Training, Strategic Planning, Data Analysis, Client Service Oriented, Business Development, Client Liaison, Collaboration, Communication Skills
Education
Princeton University 1999 — 2003
AB, Politics
Brownson, Rehmus & Foxworth November 2007 - Present
Coldwell Banker October 2005 - November 2007
Gardner Carton & Douglas July 2003 - August 2005
Princeton Charter Club January 2002 - January 2003
Skills
Investments, Training, Strategic Planning, Data Analysis, Client Service Oriented, Business Development, Client Liaison, Collaboration, Communication Skills
Education
Princeton University 1999 — 2003
AB, Politics
Brian F. Johnson Brian F. Johnson's Brownson, Rehmus & Foxworth Experience 2006 - October 2007
Job Independent Consultant at Rocket Fuel Inc.
Industry Information Technology and Services
Experience
Rocket Fuel Inc. June 2015 - Present
Accenture April 2015 - May 2015
Autodesk September 2014 - February 2015
NTT Centerstance, Inc. March 2014 - September 2014
Chevron August 2013 - February 2014
salesforce.com September 2011 - August 2013
BlackRock & Legato Capital Management May 2011 - September 2011
Wells Fargo Capital Finance October 2009 - March 2011
Golden Gate University 2007 - 2009
Brownson, Rehmus & Foxworth 2006 - October 2007
Skills
Visio, Access, Outlook, Adobe Professional, XP, Bloomberg, Portfolio Management, Microsoft Excel, Advent, Equities, Investments, Financial Analysis, Asset Managment, Business Analysis, Valuation, CRM, Corporate Finance, Economics, Accounting, Analysis, Analytics, Asset Management, Asset Allocation, Data Analysis, Derivatives, Finance, Management, Business Process, Consulting, Fixed Income, Financial Reporting, Financial Modeling, Equity Research, Hedge Funds, Forecasting, Private Equity, Leadership, Investment Management, Project Management, Salesforce.com, Windows XP
Education
Golden Gate University 2007 — 2009
MS, Finance
San Jose State University 1985 — 1988
BS, Finance
Rocket Fuel Inc. June 2015 - Present
Accenture April 2015 - May 2015
Autodesk September 2014 - February 2015
NTT Centerstance, Inc. March 2014 - September 2014
Chevron August 2013 - February 2014
salesforce.com September 2011 - August 2013
BlackRock & Legato Capital Management May 2011 - September 2011
Wells Fargo Capital Finance October 2009 - March 2011
Golden Gate University 2007 - 2009
Brownson, Rehmus & Foxworth 2006 - October 2007
Skills
Visio, Access, Outlook, Adobe Professional, XP, Bloomberg, Portfolio Management, Microsoft Excel, Advent, Equities, Investments, Financial Analysis, Asset Managment, Business Analysis, Valuation, CRM, Corporate Finance, Economics, Accounting, Analysis, Analytics, Asset Management, Asset Allocation, Data Analysis, Derivatives, Finance, Management, Business Process, Consulting, Fixed Income, Financial Reporting, Financial Modeling, Equity Research, Hedge Funds, Forecasting, Private Equity, Leadership, Investment Management, Project Management, Salesforce.com, Windows XP
Education
Golden Gate University 2007 — 2009
MS, Finance
San Jose State University 1985 — 1988
BS, Finance
Ryan Marietta Ryan Marietta's Brownson, Rehmus & Foxworth Experience March 2015 - Present
Job Senior Financial Analyst at Brownson, Rehmus & Foxworth
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth March 2015 - Present
Altair Advisers June 2013 - January 2015
AMG National Trust Bank September 2010 - May 2013
Veolia Transportation April 2010 - August 2010
Bank of America July 2006 - May 2008
Skills
Investments
Education
Loyola University of Chicago - Graduate School of Business 2008 — 2010
Masters of Business Administration, Finance
Miami University 2002 — 2006
B.A., Political Science
Brownson, Rehmus & Foxworth March 2015 - Present
Altair Advisers June 2013 - January 2015
AMG National Trust Bank September 2010 - May 2013
Veolia Transportation April 2010 - August 2010
Bank of America July 2006 - May 2008
Skills
Investments
Education
Loyola University of Chicago - Graduate School of Business 2008 — 2010
Masters of Business Administration, Finance
Miami University 2002 — 2006
B.A., Political Science
Audrey McMath Audrey McMath's Brownson, Rehmus & Foxworth Experience June 2012 - September 2012
Job Performance Analytics Manager at cPrime, Inc.
Industry Computer Software
Experience
cPrime, Inc. September 2015 - Present
cPrime, Inc. September 2014 - September 2015
NetApp September 2012 - September 2014
Brownson, Rehmus & Foxworth June 2012 - September 2012
Netflix October 2007 - June 2009
Skills
Data Analysis, Microsoft Excel, Accruals, Leadership, Analytics, Recruiting, Budget Process, Process Improvement, Cross-functional Team..., Budgets, Access, Allocations, Resource Management, SharePoint, Budget Reconciliation, Trend Analysis, Hyperion HFM, Cost Allocation, Business Operations, Salesforce.com, CRM, Project Management, QuickBooks
Education
University of California, Davis
Bachelor of Arts, Economics
Mills E Godwin High School 2002 — 2006
cPrime, Inc. September 2015 - Present
cPrime, Inc. September 2014 - September 2015
NetApp September 2012 - September 2014
Brownson, Rehmus & Foxworth June 2012 - September 2012
Netflix October 2007 - June 2009
Skills
Data Analysis, Microsoft Excel, Accruals, Leadership, Analytics, Recruiting, Budget Process, Process Improvement, Cross-functional Team..., Budgets, Access, Allocations, Resource Management, SharePoint, Budget Reconciliation, Trend Analysis, Hyperion HFM, Cost Allocation, Business Operations, Salesforce.com, CRM, Project Management, QuickBooks
Education
University of California, Davis
Bachelor of Arts, Economics
Mills E Godwin High School 2002 — 2006
Dann Ryan, CFP® Dann Ryan, CFP®'s Brownson, Rehmus & Foxworth Experience June 2007 - November 2009
Job Senior Manager at RCL Advisors
Industry Financial Services
Experience
RCL Advisors November 2009 - Present
Brownson, Rehmus & Foxworth June 2007 - November 2009
Skills
Financial Modeling, Asset Allocation, Financial Analysis, Asset Management, Portfolio Management, Equities, Investments, Strategic Financial..., Alternative Investments, Investment Advisory, Banking, Microsoft Excel, Fixed Income, Wealth Management, PowerPoint, Microsoft Office, Strategic Planning, Finance, Business Strategy
Education
University at Buffalo 2003 — 2007
Masters, Economics
RCL Advisors November 2009 - Present
Brownson, Rehmus & Foxworth June 2007 - November 2009
Skills
Financial Modeling, Asset Allocation, Financial Analysis, Asset Management, Portfolio Management, Equities, Investments, Strategic Financial..., Alternative Investments, Investment Advisory, Banking, Microsoft Excel, Fixed Income, Wealth Management, PowerPoint, Microsoft Office, Strategic Planning, Finance, Business Strategy
Education
University at Buffalo 2003 — 2007
Masters, Economics
Spencer Gartner's Brownson, Rehmus & Foxworth Experience January 2015 - Present
Job Executive Assistant at Brownson Rehmus & Foxworth, Inc
Industry Executive Office
Experience
Brownson, Rehmus & Foxworth January 2015 - Present
Levy Family Partners LLC July 2012 - January 2015
Chicago Gay Men's Chorus February 2013 - May 2014
Groupon March 2012 - July 2012
MJ Catering & Events September 2011 - January 2012
Youth Empowerment Performance Project December 2010 - August 2011
Northwestern University October 2010 - May 2011
Office of Undergraduate Admission September 2006 - June 2010
Jewish Theatre Ensemble Storytellers April 2007 - April 2009
Jones Residential College March 2007 - March 2008
Skills
Fundraising, Spanish, Event Management, Customer Service, Management, Budgets, Microsoft Office, PowerPoint, French, Event Planning, Financial Tracking, Editing, Social Media, Higher Education, Contract Management, Data Entry, Organizational..., Public Speaking, Google Docs, Web 2.0, Database Management, Budgeting, Mailroom, Catering Sales, Procurement, Receptions, Non-profit Development, Constant Contact, Client Services, Client Relations, Travel Arrangements, Scheduling Management
Education
Northwestern University 2006 — 2010
B.A., Theatre, Gender Studies, 3.79
Westbrook High School 2002 — 2006
High School Diploma
Brownson, Rehmus & Foxworth January 2015 - Present
Levy Family Partners LLC July 2012 - January 2015
Chicago Gay Men's Chorus February 2013 - May 2014
Groupon March 2012 - July 2012
MJ Catering & Events September 2011 - January 2012
Youth Empowerment Performance Project December 2010 - August 2011
Northwestern University October 2010 - May 2011
Office of Undergraduate Admission September 2006 - June 2010
Jewish Theatre Ensemble Storytellers April 2007 - April 2009
Jones Residential College March 2007 - March 2008
Skills
Fundraising, Spanish, Event Management, Customer Service, Management, Budgets, Microsoft Office, PowerPoint, French, Event Planning, Financial Tracking, Editing, Social Media, Higher Education, Contract Management, Data Entry, Organizational..., Public Speaking, Google Docs, Web 2.0, Database Management, Budgeting, Mailroom, Catering Sales, Procurement, Receptions, Non-profit Development, Constant Contact, Client Services, Client Relations, Travel Arrangements, Scheduling Management
Education
Northwestern University 2006 — 2010
B.A., Theatre, Gender Studies, 3.79
Westbrook High School 2002 — 2006
High School Diploma
Kate Donaldson Kate Donaldson's Brownson, Rehmus & Foxworth Experience December 2000 - Present
Job Principal, Financial Advisor & CFP® at Brownson, Rehmus & Foxworth
Industry Financial Services
Experience
Grant Park Orchestral Association 2012 - Present
Brownson, Rehmus & Foxworth December 2000 - Present
Xpedior 1999 - 2000
Communispond 1998 - 1999
Civic Orchestra of Chicago September 1995 - May 1998
Rockford Symphony Orchestra September 1995 - May 1998
Skills
Strategic Financial..., Investments, Retirement Planning, Employee Benefits, Tax Planning, Estate Planning, Financial Modeling
Education
University of Michigan 1993 — 1995
M.M., Violin Performance
Northwestern University 1989 — 1993
B.M., Violin Performance
Grant Park Orchestral Association 2012 - Present
Brownson, Rehmus & Foxworth December 2000 - Present
Xpedior 1999 - 2000
Communispond 1998 - 1999
Civic Orchestra of Chicago September 1995 - May 1998
Rockford Symphony Orchestra September 1995 - May 1998
Skills
Strategic Financial..., Investments, Retirement Planning, Employee Benefits, Tax Planning, Estate Planning, Financial Modeling
Education
University of Michigan 1993 — 1995
M.M., Violin Performance
Northwestern University 1989 — 1993
B.M., Violin Performance
Edward Park, CFA's Brownson, Rehmus & Foxworth Experience June 2004 - August 2005
Job
Industry Financial Services
Experience
Puget Sound Energy 2015 - Present
Samsung July 2010 - August 2014
Harris myCFO December 2008 - May 2010
U.S. Trust August 2005 - December 2008
Brownson, Rehmus & Foxworth June 2004 - August 2005
UBS February 2002 - June 2004
JP Morgan March 2000 - December 2001
Skills
Investment Advisory, Portfolio Management, Wealth Management, Retirement Planning, Financial Modeling, Tax Advisory, Financial Education, Writing, Tax-advantaged..., Alternative Investments, Analysis, Asset Management, Equities, Financial Advisory, Estate Planning, Hedge Funds, Financial Services, Insurance, Investment Strategies, Investments, Private Equity, Retirement, Risk Management, Tax, Valuation, Wealth Management..., Due Diligence, Strategic Financial..., Investment Management, Asset Allocation, Corporate Finance, Capital Markets, Financial Planning
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Business Administration
Tunghai University 1998 — 1998
Summer Program
Connecticut College 1995 — 1998
B.A., Int'l Relations, Chinese Lang & Literature
Hong Kong Int'l School 1991 — 1995
Diploma
UCLA Extension
Taxation and Accounting
Puget Sound Energy 2015 - Present
Samsung July 2010 - August 2014
Harris myCFO December 2008 - May 2010
U.S. Trust August 2005 - December 2008
Brownson, Rehmus & Foxworth June 2004 - August 2005
UBS February 2002 - June 2004
JP Morgan March 2000 - December 2001
Skills
Investment Advisory, Portfolio Management, Wealth Management, Retirement Planning, Financial Modeling, Tax Advisory, Financial Education, Writing, Tax-advantaged..., Alternative Investments, Analysis, Asset Management, Equities, Financial Advisory, Estate Planning, Hedge Funds, Financial Services, Insurance, Investment Strategies, Investments, Private Equity, Retirement, Risk Management, Tax, Valuation, Wealth Management..., Due Diligence, Strategic Financial..., Investment Management, Asset Allocation, Corporate Finance, Capital Markets, Financial Planning
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Business Administration
Tunghai University 1998 — 1998
Summer Program
Connecticut College 1995 — 1998
B.A., Int'l Relations, Chinese Lang & Literature
Hong Kong Int'l School 1991 — 1995
Diploma
UCLA Extension
Taxation and Accounting
Norman E Toy Norman E Toy's Brownson, Rehmus & Foxworth Experience September 1983 - August 1993
Job Senior Lecturer, Mailman School of Public Health, Columbia University
Industry Higher Education
Experience
Columbia University, Mailman School of Public Health September 2008 - Present
Adkins, Matchett & Toy January 1997 - March 2011
Columbia Business School October 1969 - March 2011
Adkins, Matchett & Toy August 1997 - March 2009
American Red Cross 2007 - 2009
JPMorgan Chase 1969 - 2008
Brownson, Rehmus & Foxworth September 1983 - August 1993
Columbia University - Health Sciences September 1981 - August 1982
Columbia University Medical Center January 1975 - August 1981
Skills
Teaching, Valuation, Capital Markets, Excel, Healthcare, Accounting, Asset Management, Economics, Derivatives, Corporate Finance, Microsoft Excel, Asset Managment, Program Management, Analysis, Financial Services, Training, Finance, University Teaching, Options, Financial Modeling, Strategy, Investment Banking, Management, Business Strategy, Management Consulting, Quantitative Analytics, Data Analysis, Emerging Markets, Investment Management, Entrepreneurship, Portfolio Management, Risk Management, Mergers & Acquisitions, Investment Strategies, Investments, Financial Analysis, Private Equity, Fixed Income, Venture Capital, Hedge Funds, Econometrics, Equities, Alternative Investments, Financial Markets, Bloomberg, Due Diligence, Business Valuation, Stata, Asset Allocation, SAS
Education
Harvard Business School 1963 — 1971
MBA, DBA, Management Science & Operations Research
University of Florida 1958 — 1963
BA, Mathematics
Columbia University in the City of New York
Columbia University, Mailman School of Public Health September 2008 - Present
Adkins, Matchett & Toy January 1997 - March 2011
Columbia Business School October 1969 - March 2011
Adkins, Matchett & Toy August 1997 - March 2009
American Red Cross 2007 - 2009
JPMorgan Chase 1969 - 2008
Brownson, Rehmus & Foxworth September 1983 - August 1993
Columbia University - Health Sciences September 1981 - August 1982
Columbia University Medical Center January 1975 - August 1981
Skills
Teaching, Valuation, Capital Markets, Excel, Healthcare, Accounting, Asset Management, Economics, Derivatives, Corporate Finance, Microsoft Excel, Asset Managment, Program Management, Analysis, Financial Services, Training, Finance, University Teaching, Options, Financial Modeling, Strategy, Investment Banking, Management, Business Strategy, Management Consulting, Quantitative Analytics, Data Analysis, Emerging Markets, Investment Management, Entrepreneurship, Portfolio Management, Risk Management, Mergers & Acquisitions, Investment Strategies, Investments, Financial Analysis, Private Equity, Fixed Income, Venture Capital, Hedge Funds, Econometrics, Equities, Alternative Investments, Financial Markets, Bloomberg, Due Diligence, Business Valuation, Stata, Asset Allocation, SAS
Education
Harvard Business School 1963 — 1971
MBA, DBA, Management Science & Operations Research
University of Florida 1958 — 1963
BA, Mathematics
Columbia University in the City of New York
Nick Rehmus Nick Rehmus's Brownson, Rehmus & Foxworth Experience June 2015 - Present
Job Intern Analyst at Brownson, Rehmus & Foxworth
Industry Higher Education
Experience
Brownson, Rehmus & Foxworth June 2015 - Present
Middlebury College Center for Social Entrepreneurship September 2014 - Present
Great Books Summer Program June 2015 - July 2015
Entelechy Capital August 2013 - January 2015
Middlebury College Admissions Office November 2012 - May 2014
Brownson, Rehmus & Foxworth July 2013 - August 2013
Skills
Financial Modeling, Microsoft Excel, Research, Spanish, Social Media, Academic Writing, Teaching
Education
Middlebury College 2012 — 2016
Bachelor of Arts (B.A.), Literary Studies, Economics, Spanish, Junior "Feb"
Middlebury Spanish Language School
Princeton Day School 2009 — 2011
North Cross School 2000 — 2009
Brownson, Rehmus & Foxworth June 2015 - Present
Middlebury College Center for Social Entrepreneurship September 2014 - Present
Great Books Summer Program June 2015 - July 2015
Entelechy Capital August 2013 - January 2015
Middlebury College Admissions Office November 2012 - May 2014
Brownson, Rehmus & Foxworth July 2013 - August 2013
Skills
Financial Modeling, Microsoft Excel, Research, Spanish, Social Media, Academic Writing, Teaching
Education
Middlebury College 2012 — 2016
Bachelor of Arts (B.A.), Literary Studies, Economics, Spanish, Junior "Feb"
Middlebury Spanish Language School
Princeton Day School 2009 — 2011
North Cross School 2000 — 2009
Andrew Tracey Andrew Tracey's Brownson, Rehmus & Foxworth Experience April 2014 - Present
Job Financial Analyst at Brownson, Rehmus & Foxworth
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth April 2014 - Present
Citi June 2012 - September 2013
Northwestern University January 2011 - November 2011
Citi June 2009 - September 2011
Skills
Microsoft Excel, VBA, Economics, Mathematics, Microsoft Word, Matlab, Spanish
Education
Northwestern University 2010 — 2014
Bachelor of Science (B.S.), Economics, Mathematics, Creative Writing, Senior (4th Year)
DePaul University Continuing and Professional Education 2014 — 2015
Financial Planning Certificate Program
Brownson, Rehmus & Foxworth April 2014 - Present
Citi June 2012 - September 2013
Northwestern University January 2011 - November 2011
Citi June 2009 - September 2011
Skills
Microsoft Excel, VBA, Economics, Mathematics, Microsoft Word, Matlab, Spanish
Education
Northwestern University 2010 — 2014
Bachelor of Science (B.S.), Economics, Mathematics, Creative Writing, Senior (4th Year)
DePaul University Continuing and Professional Education 2014 — 2015
Financial Planning Certificate Program
Chris Chavez's Brownson, Rehmus & Foxworth Experience June 2008 - February 2012
Job Senior Wealth Strategy Associate at UBS
Industry Financial Services
Experience
UBS June 2013 - Present
Delegate Advisors February 2012 - June 2013
Brownson, Rehmus & Foxworth June 2008 - February 2012
Education
Haas School of Business, UC Berkeley 2011 — 2013
M.B.A., Finance
University of California, Berkeley 2004 — 2008
B.A., Economics
2015 Level III Candidate in the CFA Program
UBS June 2013 - Present
Delegate Advisors February 2012 - June 2013
Brownson, Rehmus & Foxworth June 2008 - February 2012
Education
Haas School of Business, UC Berkeley 2011 — 2013
M.B.A., Finance
University of California, Berkeley 2004 — 2008
B.A., Economics
2015 Level III Candidate in the CFA Program
Maureen Vigland's Brownson, Rehmus & Foxworth Experience July 2015 - Present
Job Financial Analyst at Brownson, Rehmus & Foxworth
Industry Legal Services
Experience
Brownson, Rehmus & Foxworth July 2015 - Present
Cornerstone Research July 2014 - July 2015
Cornerstone Research July 2012 - July 2014
Eagle Forum May 2010 - August 2010
Skills
Data Analysis, Research, Economics, Financial Analysis, Financial Modeling, Econometrics, Microsoft Excel, Stata, Statistics, Quantitative Analytics, Statistical Modeling, SAS, Bloomberg
Education
University of Notre Dame 2008 — 2012
Bachelor of Arts, Economics and German, cum laude
Freie Universität Berlin 2011 — 2011
Economics, Political Science
Brownson, Rehmus & Foxworth July 2015 - Present
Cornerstone Research July 2014 - July 2015
Cornerstone Research July 2012 - July 2014
Eagle Forum May 2010 - August 2010
Skills
Data Analysis, Research, Economics, Financial Analysis, Financial Modeling, Econometrics, Microsoft Excel, Stata, Statistics, Quantitative Analytics, Statistical Modeling, SAS, Bloomberg
Education
University of Notre Dame 2008 — 2012
Bachelor of Arts, Economics and German, cum laude
Freie Universität Berlin 2011 — 2011
Economics, Political Science
Skip Wise Skip Wise's Brownson, Rehmus & Foxworth Experience 1999 - 2007
Job Owner, Galileo Planning Group, Inc.
Industry Financial Services
Experience
Galileo Planning Group, Inc. January 2007 - Present
Brownson, Rehmus & Foxworth 1999 - 2007
Arthur Andersen 1989 - 1999
Skills
Investments, Strategic Financial..., Private Equity, Estate Planning, Venture Capital, Due Diligence, Mergers & Acquisitions, Financial Modeling, Wealth Management, Asset Management, Corporate Finance, Entrepreneurship, Tax, Valuation, Alternative Investments
Education
University of California, Davis - Graduate School of Management 1987 — 1989
MA, Finance/Accounting
University of California, Davis 1980 — 1985
BS, Economics
Galileo Planning Group, Inc. January 2007 - Present
Brownson, Rehmus & Foxworth 1999 - 2007
Arthur Andersen 1989 - 1999
Skills
Investments, Strategic Financial..., Private Equity, Estate Planning, Venture Capital, Due Diligence, Mergers & Acquisitions, Financial Modeling, Wealth Management, Asset Management, Corporate Finance, Entrepreneurship, Tax, Valuation, Alternative Investments
Education
University of California, Davis - Graduate School of Management 1987 — 1989
MA, Finance/Accounting
University of California, Davis 1980 — 1985
BS, Economics
Thomas Nations Thomas Nations's Brownson, Rehmus & Foxworth Experience May 2013 - Present
Job Analyst at Brownson, Rehmus & Foxworth
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth May 2013 - Present
Fidelity Investments June 2012 - May 2013
RMK Management Corporation May 2011 - August 2011
Winnetka Golf Club May 2009 - August 2010
Vector Marketing June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Economics, Financial Analysis, Stock Market, Stock Trading, Asset Allocation, Fixed Income, Series 7, Mutual Funds, Series 63, Strategic Financial..., Social Media, Customer Service, Series 65
Education
Farmer School of Business 2009 — 2012
Bachelor of Science (B.S.), Business Economics
Miami University 2008 — 2012
Bachelor of Science (B.S.), Business Economics
Brownson, Rehmus & Foxworth May 2013 - Present
Fidelity Investments June 2012 - May 2013
RMK Management Corporation May 2011 - August 2011
Winnetka Golf Club May 2009 - August 2010
Vector Marketing June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Economics, Financial Analysis, Stock Market, Stock Trading, Asset Allocation, Fixed Income, Series 7, Mutual Funds, Series 63, Strategic Financial..., Social Media, Customer Service, Series 65
Education
Farmer School of Business 2009 — 2012
Bachelor of Science (B.S.), Business Economics
Miami University 2008 — 2012
Bachelor of Science (B.S.), Business Economics
Andrew Boothe Andrew Boothe's Brownson, Rehmus & Foxworth Experience July 2013 - Present
Job Analyst at Brownson, Rehmus & Foxworth
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth July 2013 - Present
Stanford University September 2012 - June 2013
Stanford University June 2012 - September 2012
Skills
Data Analysis, Stata, Statistics, Research, Microsoft Office, Analytics, Microsoft Excel, Financial Modeling
Education
Stanford University 2009 — 2013
Bachelor of Arts with Honors (BAH), Economics
Jesuit High School (Portland, OR) 2005 — 2009
Brownson, Rehmus & Foxworth July 2013 - Present
Stanford University September 2012 - June 2013
Stanford University June 2012 - September 2012
Skills
Data Analysis, Stata, Statistics, Research, Microsoft Office, Analytics, Microsoft Excel, Financial Modeling
Education
Stanford University 2009 — 2013
Bachelor of Arts with Honors (BAH), Economics
Jesuit High School (Portland, OR) 2005 — 2009
Tiffany Irving Tiffany Irving's Brownson, Rehmus & Foxworth Experience April 1999 - January 2008
Job Sr. Vice President, Private Client Advisor at US Trust
Industry Financial Services
Experience
US Trust May 2012 - Present
William Blair & Company October 2010 - May 2012
Northern Trust January 2008 - October 2010
Brownson, Rehmus & Foxworth April 1999 - January 2008
Skills
Asset Managment, Investment Management, Banking, Finance, Financial Advisory, Investment Advisory, Portfolio Management, Investments, Financial Modeling, Strategic Financial..., Estate Planning, Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Options, Wealth Management, Asset Allocation, Series 63, Asset Management, Equities, Series 7, Retirement Planning, High Net Worth..., Trading Systems, Derivatives, Wealth, Investment Strategies, Securities, Wealth Management..., ETFs, Private Equity
Education
DePaul University
BS, Finance
University of Phoenix
MBA
US Trust May 2012 - Present
William Blair & Company October 2010 - May 2012
Northern Trust January 2008 - October 2010
Brownson, Rehmus & Foxworth April 1999 - January 2008
Skills
Asset Managment, Investment Management, Banking, Finance, Financial Advisory, Investment Advisory, Portfolio Management, Investments, Financial Modeling, Strategic Financial..., Estate Planning, Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Options, Wealth Management, Asset Allocation, Series 63, Asset Management, Equities, Series 7, Retirement Planning, High Net Worth..., Trading Systems, Derivatives, Wealth, Investment Strategies, Securities, Wealth Management..., ETFs, Private Equity
Education
DePaul University
BS, Finance
University of Phoenix
MBA
Cramer Soebbing's Brownson, Rehmus & Foxworth Experience April 2015 - September 2015
Job Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
Mariner Wealth Advisors September 2015 - Present
Brownson, Rehmus & Foxworth April 2015 - September 2015
Capstone Financial Advisors September 2013 - April 2015
State Farm April 2013 - September 2013
State Farm Insurance December 2011 - April 2013
State Farm Insurance January 2011 - December 2011
Skills
Strategic Financial..., Wealth Management, Estate Planning, Asset Allocation, Investments, Income Tax, Integrity, Insurance, Team Leadership, Market Research, Strategy, Critical Thinking, Communication, Passion for Helping..., Financial Planning, Risk Management, Executive Compensation..., Investment Advisory..., Business Planning, Compensation Planning, Wealth Transfer, Philanthropy, Succession Planning, Family Services
Education
University of Illinois at Urbana-Champaign 2010 — 2011
Agricultural and Consumer Economics, Financial Planning, Graduated with Honors
Lincoln Land Community College 2007 — 2009
Associate's degree, Business/Commerce, General, 3.56
Lincoln Community High School 2004 — 2007
Mariner Wealth Advisors September 2015 - Present
Brownson, Rehmus & Foxworth April 2015 - September 2015
Capstone Financial Advisors September 2013 - April 2015
State Farm April 2013 - September 2013
State Farm Insurance December 2011 - April 2013
State Farm Insurance January 2011 - December 2011
Skills
Strategic Financial..., Wealth Management, Estate Planning, Asset Allocation, Investments, Income Tax, Integrity, Insurance, Team Leadership, Market Research, Strategy, Critical Thinking, Communication, Passion for Helping..., Financial Planning, Risk Management, Executive Compensation..., Investment Advisory..., Business Planning, Compensation Planning, Wealth Transfer, Philanthropy, Succession Planning, Family Services
Education
University of Illinois at Urbana-Champaign 2010 — 2011
Agricultural and Consumer Economics, Financial Planning, Graduated with Honors
Lincoln Land Community College 2007 — 2009
Associate's degree, Business/Commerce, General, 3.56
Lincoln Community High School 2004 — 2007
Barbara Booth, CFA, CAIA, FRM Barbara Booth, CFA, CAIA, FRM's Brownson, Rehmus & Foxworth Experience March 2013 - Present
Job Vice President, Brownson, Rehmus & Foxworth
Industry Investment Management
Experience
Brownson, Rehmus & Foxworth March 2013 - Present
Taproot Foundation February 2012 - Present
Aristos Capital, LLC January 2010 - December 2010
Dreman Value September 2006 - May 2009
Lord Abbett 1996 - 2005
Capital Management Associates 1992 - 1996
Bankers Trust Company 1987 - 1991
Beale & Humphrey, Attorneys at Law 1984 - 1985
Skills
Excel, VBA, FactSet, Bloomberg
Education
Columbia University - Columbia Business School
MBA, Finance
University of Kentucky College of Law
JD, Law
Vanderbilt University
BA, Economics and French
Coursera
NYU - School of Continuing Professional Studies
Brownson, Rehmus & Foxworth March 2013 - Present
Taproot Foundation February 2012 - Present
Aristos Capital, LLC January 2010 - December 2010
Dreman Value September 2006 - May 2009
Lord Abbett 1996 - 2005
Capital Management Associates 1992 - 1996
Bankers Trust Company 1987 - 1991
Beale & Humphrey, Attorneys at Law 1984 - 1985
Skills
Excel, VBA, FactSet, Bloomberg
Education
Columbia University - Columbia Business School
MBA, Finance
University of Kentucky College of Law
JD, Law
Vanderbilt University
BA, Economics and French
Coursera
NYU - School of Continuing Professional Studies
Irene Burke's Brownson, Rehmus & Foxworth Experience June 2014 - August 2014
Job Summer Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan June 2015 - August 2015
Brownson, Rehmus & Foxworth June 2014 - August 2014
Heartland Alliance for Human Needs & Human Rights June 2012 - August 2012
Education
Princeton University 2012 — 2016
Bachelor's Degree, Politics
St. Ignatius College Prep 2007 — 2011
J.P. Morgan June 2015 - August 2015
Brownson, Rehmus & Foxworth June 2014 - August 2014
Heartland Alliance for Human Needs & Human Rights June 2012 - August 2012
Education
Princeton University 2012 — 2016
Bachelor's Degree, Politics
St. Ignatius College Prep 2007 — 2011
Jennifer M. Davis Jennifer M. Davis's Brownson, Rehmus & Foxworth Experience July 2013 - April 2015
Job Associate Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Brownson, Rehmus & Foxworth July 2013 - April 2015
Brownson, Rehmus & Foxworth June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Data Analysis, Analysis, Working With Clients, Teamwork, Communication, Critical Thinking, Making Deadlines
Education
Princeton University 2009 — 2013
AB, French, cum laude
Richmond-Burton Community High School 2005 — 2009
Valedictorian
Charles Schwab July 2015 - Present
Brownson, Rehmus & Foxworth July 2013 - April 2015
Brownson, Rehmus & Foxworth June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Data Analysis, Analysis, Working With Clients, Teamwork, Communication, Critical Thinking, Making Deadlines
Education
Princeton University 2009 — 2013
AB, French, cum laude
Richmond-Burton Community High School 2005 — 2009
Valedictorian
Kelly Fulsang Kelly Fulsang's Brownson, Rehmus & Foxworth Experience February 2011 - May 2015
Job Financial Analyst
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth February 2011 - May 2015
Brownson, Rehmus & Foxworth August 2009 - February 2011
Brownson, Rehmus & Foxworth December 2008 - August 2009
Skills
Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Data Analysis, Alternative Investments, Corporate Finance, Strategic Financial..., Bloomberg, Microsoft Office, Finance, Analysis, Asset Management, Microsoft Word, PowerPoint, Portfolio Management, Valuation, Management, Equities
Education
University of Illinois at Chicago
B.S., Finance
Brownson, Rehmus & Foxworth February 2011 - May 2015
Brownson, Rehmus & Foxworth August 2009 - February 2011
Brownson, Rehmus & Foxworth December 2008 - August 2009
Skills
Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Data Analysis, Alternative Investments, Corporate Finance, Strategic Financial..., Bloomberg, Microsoft Office, Finance, Analysis, Asset Management, Microsoft Word, PowerPoint, Portfolio Management, Valuation, Management, Equities
Education
University of Illinois at Chicago
B.S., Finance
Anjali (Jariwala) Jayakumar CPA, CFP® Anjali (Jariwala) Jayakumar CPA, CFP®'s Brownson, Rehmus & Foxworth Experience April 2013 - January 2015
Job Financial Advisor for Young Professionals
Industry Financial Services
Experience
FIT Advisors May 2015 - Present
Save A Mother December 2013 - Present
Baker Tilly Virchow Krause, LLP February 2015 - September 2015
Brownson, Rehmus & Foxworth April 2013 - January 2015
PwC July 2011 - December 2012
PricewaterhouseCoopers August 2008 - July 2011
PwC September 2006 - August 2008
PricewaterhouseCoopers June 2005 - August 2005
Deloitte January 2005 - March 2005
Skills
CPA, Series 65, Tax, Accounting, Personal Financial...
Education
Northwestern University 2011 — 2012
Certificate, Certified Financial Planner Certification Program
University of Illinois at Urbana-Champaign - College of Business 2005 — 2006
MST, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Bachelor’s Degree, Accountancy
FIT Advisors May 2015 - Present
Save A Mother December 2013 - Present
Baker Tilly Virchow Krause, LLP February 2015 - September 2015
Brownson, Rehmus & Foxworth April 2013 - January 2015
PwC July 2011 - December 2012
PricewaterhouseCoopers August 2008 - July 2011
PwC September 2006 - August 2008
PricewaterhouseCoopers June 2005 - August 2005
Deloitte January 2005 - March 2005
Skills
CPA, Series 65, Tax, Accounting, Personal Financial...
Education
Northwestern University 2011 — 2012
Certificate, Certified Financial Planner Certification Program
University of Illinois at Urbana-Champaign - College of Business 2005 — 2006
MST, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Bachelor’s Degree, Accountancy
Athena Myers's Brownson, Rehmus & Foxworth Experience August 2011 - March 2012
Job Selfemployed
Industry Marketing and Advertising
Experience
SearchQuant January 2014 - April 2015
Western Technology Investment March 2012 - January 2014
Brownson, Rehmus & Foxworth August 2011 - March 2012
BogdanCo Consulting December 2010 - August 2011
Prospect Properties December 2007 - December 2010
Skills
Social Networking, Management, Customer Service, Leadership, Sales, Strategic Planning, Business Development, Social Media Marketing, Entrepreneurship, Public Speaking, Teamwork, Office Management, Analysis, Training, Nonprofits, Recruiting, Facebook, Time Management, Fundraising, Event Management, Research, Public Relations, Microsoft Office, Project Management, Cultivation, Medical Marijuana, Employee Relations, Calendaring, Meeting Scheduling, Data Analysis, Social Media, SPSS, Salesforce.com, Access, Market Research, Accounting, Bookkeeping, Interviews, Human Resources, Payroll, Conference Coordination, Outlook, Microsoft Excel, Microsoft Word, Networking, PowerPoint, Event Planning, Organic Farming
Education
California State University-Hayward - School of Business and Economics 2008 — 2010
B.S., Industrial Organizational Psychology
California State University-East Bay 2006 — 2010
2010 B.S, Industrial Organizational Psychology
Palo Alto High School 2002 — 2006
Foothill College
Trinity Elementary School
SearchQuant January 2014 - April 2015
Western Technology Investment March 2012 - January 2014
Brownson, Rehmus & Foxworth August 2011 - March 2012
BogdanCo Consulting December 2010 - August 2011
Prospect Properties December 2007 - December 2010
Skills
Social Networking, Management, Customer Service, Leadership, Sales, Strategic Planning, Business Development, Social Media Marketing, Entrepreneurship, Public Speaking, Teamwork, Office Management, Analysis, Training, Nonprofits, Recruiting, Facebook, Time Management, Fundraising, Event Management, Research, Public Relations, Microsoft Office, Project Management, Cultivation, Medical Marijuana, Employee Relations, Calendaring, Meeting Scheduling, Data Analysis, Social Media, SPSS, Salesforce.com, Access, Market Research, Accounting, Bookkeeping, Interviews, Human Resources, Payroll, Conference Coordination, Outlook, Microsoft Excel, Microsoft Word, Networking, PowerPoint, Event Planning, Organic Farming
Education
California State University-Hayward - School of Business and Economics 2008 — 2010
B.S., Industrial Organizational Psychology
California State University-East Bay 2006 — 2010
2010 B.S, Industrial Organizational Psychology
Palo Alto High School 2002 — 2006
Foothill College
Trinity Elementary School
Lillis Breland Lillis Breland's Brownson, Rehmus & Foxworth Experience March 2008 - March 2010
Job Senior Client Service Associate at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust April 2015 - Present
Financial and Fiduciary Analyst January 2015 - April 2015
GenSpring Family Offices September 2013 - December 2014
GenSpring Family Offices April 2010 - September 2013
Brownson, Rehmus & Foxworth March 2008 - March 2010
Shuler Properties May 2005 - March 2008
Skills
Financial Analysis, Trust Services, Trust Management, Wealth Management, High Net Worth..., IRAs, Investment Advisory, Risk Management, Finance, Wealth Management..., Retirement Planning, Estate Planning, Trusts, Investment Management, Asset Management, Portfolio Management, Financial Services, Budgets, Microsoft Office, Microsoft Word, Multi-generational..., Microsoft Excel, PowerPoint
Education
Texas Tech University 1996 — 2000
Bachelor of Science (B.S.), Financial Planning
Atlantic Trust April 2015 - Present
Financial and Fiduciary Analyst January 2015 - April 2015
GenSpring Family Offices September 2013 - December 2014
GenSpring Family Offices April 2010 - September 2013
Brownson, Rehmus & Foxworth March 2008 - March 2010
Shuler Properties May 2005 - March 2008
Skills
Financial Analysis, Trust Services, Trust Management, Wealth Management, High Net Worth..., IRAs, Investment Advisory, Risk Management, Finance, Wealth Management..., Retirement Planning, Estate Planning, Trusts, Investment Management, Asset Management, Portfolio Management, Financial Services, Budgets, Microsoft Office, Microsoft Word, Multi-generational..., Microsoft Excel, PowerPoint
Education
Texas Tech University 1996 — 2000
Bachelor of Science (B.S.), Financial Planning
Justin Mandly Justin Mandly's Brownson, Rehmus & Foxworth Experience November 2006 - Present
Job Financial Advisor at BRF, Inc.
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth November 2006 - Present
Andersen Tax July 2002 - November 2006
Arthur Andersen August 1999 - July 2002
Education
Wharton School, University of Pennsylvania 2010 — 2012
MBA, Finance, Honors Graduate
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1999
BBA, Accounting, Psychology, Honors Graduate
Brownson, Rehmus & Foxworth November 2006 - Present
Andersen Tax July 2002 - November 2006
Arthur Andersen August 1999 - July 2002
Education
Wharton School, University of Pennsylvania 2010 — 2012
MBA, Finance, Honors Graduate
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1999
BBA, Accounting, Psychology, Honors Graduate
Brian Dhingra's Brownson, Rehmus & Foxworth Experience June 2014 - August 2014
Job Investment Banking Summer Analyst at Houlihan Lokey
Industry
Experience
Houlihan Lokey June 2015 - Present
Brownson, Rehmus & Foxworth June 2014 - August 2014
Quadrant 4 Software Solutions (P) Ltd June 2013 - July 2013
Loyola University Medical Center June 2012 - August 2012
Ubiquity IQ June 2012 - August 2012
Skills
Product Management, Software Project..., Mobile Devices, Java, SQL, Data Analysis, Leadership
Education
University of Pennsylvania 2013 — 2017
Bachelor's Degree, Mechanical Engineering & Economics (Wharton)
Latin School of Chicago 2009 — 2013
Houlihan Lokey June 2015 - Present
Brownson, Rehmus & Foxworth June 2014 - August 2014
Quadrant 4 Software Solutions (P) Ltd June 2013 - July 2013
Loyola University Medical Center June 2012 - August 2012
Ubiquity IQ June 2012 - August 2012
Skills
Product Management, Software Project..., Mobile Devices, Java, SQL, Data Analysis, Leadership
Education
University of Pennsylvania 2013 — 2017
Bachelor's Degree, Mechanical Engineering & Economics (Wharton)
Latin School of Chicago 2009 — 2013
Arren Yoshimura Arren Yoshimura's Brownson, Rehmus & Foxworth Experience July 2010 - June 2015
Job Consultant at BTS
Industry Management Consulting
Experience
BTS July 2015 - Present
Brownson, Rehmus & Foxworth July 2010 - June 2015
LaSalle Futures Group October 2009 - January 2010
Giant 5 Funds/The Willis Group May 2009 - August 2009
Skills
Finance, Analysis, Financial Modeling, Valuation, Financial Analysis, Portfolio Management, Business Strategy
Education
Northwestern University - Kellogg School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Management & Strategy, Managerial Analytics, Management & Organizations, 3.9
University of Michigan 2004 — 2008
Bachelor’s Degree, Economics, 3.8
BTS July 2015 - Present
Brownson, Rehmus & Foxworth July 2010 - June 2015
LaSalle Futures Group October 2009 - January 2010
Giant 5 Funds/The Willis Group May 2009 - August 2009
Skills
Finance, Analysis, Financial Modeling, Valuation, Financial Analysis, Portfolio Management, Business Strategy
Education
Northwestern University - Kellogg School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Management & Strategy, Managerial Analytics, Management & Organizations, 3.9
University of Michigan 2004 — 2008
Bachelor’s Degree, Economics, 3.8
Brent Seals Brent Seals's Brownson, Rehmus & Foxworth Experience January 2014 - February 2015
Job Launch at DoorDash
Industry Internet
Experience
DoorDash February 2015 - Present
Brownson, Rehmus & Foxworth January 2014 - February 2015
heyzap.com June 2013 - December 2013
Stanford University Varsity Football August 2009 - January 2013
Golden Gate Capital June 2012 - August 2012
Golden Gate Capital June 2011 - August 2011
Crowne Plaza Palo Alto June 2010 - July 2010
Skills
Social Media, Microsoft Excel, Stata, Data Analysis, Economics, Microsoft Office, PowerPoint, Business Strategy, Product Management, Strategy, Market Research, Sales, Research
Education
Stanford University 2009 — 2013
Bachelor of Arts (BA), Economics
DoorDash February 2015 - Present
Brownson, Rehmus & Foxworth January 2014 - February 2015
heyzap.com June 2013 - December 2013
Stanford University Varsity Football August 2009 - January 2013
Golden Gate Capital June 2012 - August 2012
Golden Gate Capital June 2011 - August 2011
Crowne Plaza Palo Alto June 2010 - July 2010
Skills
Social Media, Microsoft Excel, Stata, Data Analysis, Economics, Microsoft Office, PowerPoint, Business Strategy, Product Management, Strategy, Market Research, Sales, Research
Education
Stanford University 2009 — 2013
Bachelor of Arts (BA), Economics
Jennifer Devitt Jennifer Devitt's Brownson, Rehmus & Foxworth Experience 1996 - 1997
Job Vice President Business Development & Marketing
Industry Internet
Experience
SYDCON Web Development, Inc. August 2004 - Present
Castle International May 1997 - May 1998
Brownson, Rehmus & Foxworth 1996 - 1997
New Resources Corporation 1993 - 1996
LifeSource 1991 - 1993
Skills
Business Development, Marketing, Social Media, Website Development, Digital Marketing, Mobile Applications, Web Applications, E-commerce, Mobile Technology, Software Development, PHP, iOS development, iOS, MySQL, SEO, Web Development, Leadership, New Business Development, Advertising, SEM, Web 2.0, Start-ups, PPC, Lead Generation, Online Marketing
Education
Concordia University Chicago 1990 — 1991
SYDCON Web Development, Inc. August 2004 - Present
Castle International May 1997 - May 1998
Brownson, Rehmus & Foxworth 1996 - 1997
New Resources Corporation 1993 - 1996
LifeSource 1991 - 1993
Skills
Business Development, Marketing, Social Media, Website Development, Digital Marketing, Mobile Applications, Web Applications, E-commerce, Mobile Technology, Software Development, PHP, iOS development, iOS, MySQL, SEO, Web Development, Leadership, New Business Development, Advertising, SEM, Web 2.0, Start-ups, PPC, Lead Generation, Online Marketing
Education
Concordia University Chicago 1990 — 1991
Carla Taylor, CFP®'s Brownson, Rehmus & Foxworth Experience January 2008 - February 2011
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
Jen Koester's Brownson, Rehmus & Foxworth Experience June 2011 - January 2013
Job Assistant Women's Rowing Coach at Loyola Marymount University
Industry Marketing and Advertising
Experience
Loyola Marymount University August 2014 - Present
Lease Advisors June 2013 - September 2014
Brownson, Rehmus & Foxworth June 2011 - January 2013
Skills
Microsoft Office, Social Media, Social Media Marketing, Marketing, PowerPoint, Media Relations, Leadership, Research, Facebook, Customer Service, Athletics, Intercollegiate..., Scheduling, Recruiting
Education
Loyola Marymount University 2010 — 2014
Bachelor of Arts (B.A.), Organizational Communication & Journalism, Senior
Loyola Marymount University August 2014 - Present
Lease Advisors June 2013 - September 2014
Brownson, Rehmus & Foxworth June 2011 - January 2013
Skills
Microsoft Office, Social Media, Social Media Marketing, Marketing, PowerPoint, Media Relations, Leadership, Research, Facebook, Customer Service, Athletics, Intercollegiate..., Scheduling, Recruiting
Education
Loyola Marymount University 2010 — 2014
Bachelor of Arts (B.A.), Organizational Communication & Journalism, Senior
Anne R. Petty, CFP® Anne R. Petty, CFP®'s Brownson, Rehmus & Foxworth Experience September 2015 - Present
Job Senior Associate
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth September 2015 - Present
Financial Solutions Advisory Group January 2013 - July 2015
A. Robert Taylor Financial Advisory Services, Ltd. September 2008 - December 2012
A.G. Edwards & Sons, Inc. 2007 - 2007
Frank Lloyd Wright Preservation Trust 2005 - 2007
ArcelorMittal 2004 - 2004
Skills
Investment Management, Personal Financial..., Personal Tax Planning, Retirement Savings, Communication, College Savings Plans, Young Professionals, Savings, Insurance, Trusts, Employee Benefits, Debt Management, Student Loans, IRAs, 401k, Professional Women
Education
Emory University
Certified Financial Planner (R) Certificate Program
University of Michigan 2000 — 2004
BA, English, French
NNHS
Brownson, Rehmus & Foxworth September 2015 - Present
Financial Solutions Advisory Group January 2013 - July 2015
A. Robert Taylor Financial Advisory Services, Ltd. September 2008 - December 2012
A.G. Edwards & Sons, Inc. 2007 - 2007
Frank Lloyd Wright Preservation Trust 2005 - 2007
ArcelorMittal 2004 - 2004
Skills
Investment Management, Personal Financial..., Personal Tax Planning, Retirement Savings, Communication, College Savings Plans, Young Professionals, Savings, Insurance, Trusts, Employee Benefits, Debt Management, Student Loans, IRAs, 401k, Professional Women
Education
Emory University
Certified Financial Planner (R) Certificate Program
University of Michigan 2000 — 2004
BA, English, French
NNHS
David Bausman, CFP® David Bausman, CFP®'s Brownson, Rehmus & Foxworth Experience September 2009 - April 2015
Job Principal at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust April 2015 - Present
Brownson, Rehmus & Foxworth September 2009 - April 2015
Bessemer Trust February 2001 - September 2009
US Trust March 1998 - February 2001
Skills
Wealth Management, Investments, Alternative Investments, Investment Advisory, Portfolio Management, Asset Managment, Financial Modeling, Strategic Financial..., Equities, Asset Allocation, Wealth, Financial Analysis
Education
Santa Clara University - Leavey School of Business 2009 — 2012
MBA
Sonoma State University 1997 — 1998
B.S., Marketing
University of California, Berkeley
CFP®, Certificate for Financial Planning
Bessemer Trust April 2015 - Present
Brownson, Rehmus & Foxworth September 2009 - April 2015
Bessemer Trust February 2001 - September 2009
US Trust March 1998 - February 2001
Skills
Wealth Management, Investments, Alternative Investments, Investment Advisory, Portfolio Management, Asset Managment, Financial Modeling, Strategic Financial..., Equities, Asset Allocation, Wealth, Financial Analysis
Education
Santa Clara University - Leavey School of Business 2009 — 2012
MBA
Sonoma State University 1997 — 1998
B.S., Marketing
University of California, Berkeley
CFP®, Certificate for Financial Planning
Adam Durfee Adam Durfee's Brownson, Rehmus & Foxworth Experience December 2008 - Present
Job Financial Advisor at Brownson, Rehmus & Foxworth
Industry Investment Management
Experience
Brownson, Rehmus & Foxworth December 2008 - Present
Netflix June 2008 - December 2008
SpongeFish December 2006 - April 2008
Yahoo! November 2003 - December 2006
Extricity / Inovis 2002 - 2003
Extricity 2001 - 2002
Extricity 1999 - 2001
Accenture 1997 - 1999
Skills
Product Management, Product Marketing, Financial Modeling, Start-ups, Strategic Partnerships, Business Strategy, SaaS, Strategic Planning, Venture Capital, Business Development, Analytics, Go-to-market Strategy, Cloud Computing, Strategy, Entrepreneurship, Corporate Development, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Stanford 1996 — 1997
MS, Materials Science
Stanford 1992 — 1996
BS, Materials Science
Brownson, Rehmus & Foxworth December 2008 - Present
Netflix June 2008 - December 2008
SpongeFish December 2006 - April 2008
Yahoo! November 2003 - December 2006
Extricity / Inovis 2002 - 2003
Extricity 2001 - 2002
Extricity 1999 - 2001
Accenture 1997 - 1999
Skills
Product Management, Product Marketing, Financial Modeling, Start-ups, Strategic Partnerships, Business Strategy, SaaS, Strategic Planning, Venture Capital, Business Development, Analytics, Go-to-market Strategy, Cloud Computing, Strategy, Entrepreneurship, Corporate Development, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Stanford 1996 — 1997
MS, Materials Science
Stanford 1992 — 1996
BS, Materials Science
Krista August's Brownson, Rehmus & Foxworth Experience July 1997 - June 1998
Job Author and Illustrator, Giants in the Park, Book and Documentary
Industry Publishing
Experience
Giants in the Park January 2008 - Present
Harper College April 2014 - Present
Ratowitz Law Group January 2015 - Present
Art de Triumph/ Artful Framer Studios June 2008 - August 2013
Mathnasium West DePaul; Huntington Learning Center; and Self Employed October 2006 - February 2012
St. Clement School; St. Mary of the Angels School; and Francis W. Parker School August 1998 - June 2006
Grosvenor Capital Management, L.P July 2001 - August 2005
Brownson, Rehmus & Foxworth July 1997 - June 1998
Montblanc International; Montblanc Boutique September 1995 - March 1997
Grosvenor Capital Management October 1990 - September 1995
Skills
Books, Publishing, Editing, Art, Storytelling, Research, Illustrator, History, Public Speaking, Content Development, Illustration, Publications, Proofreading, Writing, Teaching, Copy Editing
Education
Northwestern University
BA, Mathematics
DePaul University
MA, Education
Giants in the Park January 2008 - Present
Harper College April 2014 - Present
Ratowitz Law Group January 2015 - Present
Art de Triumph/ Artful Framer Studios June 2008 - August 2013
Mathnasium West DePaul; Huntington Learning Center; and Self Employed October 2006 - February 2012
St. Clement School; St. Mary of the Angels School; and Francis W. Parker School August 1998 - June 2006
Grosvenor Capital Management, L.P July 2001 - August 2005
Brownson, Rehmus & Foxworth July 1997 - June 1998
Montblanc International; Montblanc Boutique September 1995 - March 1997
Grosvenor Capital Management October 1990 - September 1995
Skills
Books, Publishing, Editing, Art, Storytelling, Research, Illustrator, History, Public Speaking, Content Development, Illustration, Publications, Proofreading, Writing, Teaching, Copy Editing
Education
Northwestern University
BA, Mathematics
DePaul University
MA, Education
Edward Comerford, CFA's Brownson, Rehmus & Foxworth Experience November 2013 - March 2015
Job Senior Portfolio Manager, Real Assets at San Francisco Employees' Retirement System (SFERS)
Industry Investment Management
Experience
City and County of San Francisco May 2015 - Present
Brownson, Rehmus & Foxworth November 2013 - March 2015
JEM Investment Properties 2011 - 2013
EGC Properties LLC 2007 - 2013
UBS Global Asset Management June 2012 - August 2012
A&C Ventures June 2011 - August 2011
Hall Capital Partners LLC December 2007 - July 2011
Hall Capital Partners LLC May 2005 - November 2007
Skills
Investments, Equities, Portfolio Management, Investment Properties, Real Estate Economics, Financial Modeling, Real Estate Acquisitions, Market Research, Valuation, Commercial Real Estate, Due Diligence, Hedge Funds, Investment Management
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA), Finance, Real Estate
Santa Clara University 2000 — 2004
Bachelor of Science, Finance, Economics
St. Ignatius College Prep 1996 — 2000
City and County of San Francisco May 2015 - Present
Brownson, Rehmus & Foxworth November 2013 - March 2015
JEM Investment Properties 2011 - 2013
EGC Properties LLC 2007 - 2013
UBS Global Asset Management June 2012 - August 2012
A&C Ventures June 2011 - August 2011
Hall Capital Partners LLC December 2007 - July 2011
Hall Capital Partners LLC May 2005 - November 2007
Skills
Investments, Equities, Portfolio Management, Investment Properties, Real Estate Economics, Financial Modeling, Real Estate Acquisitions, Market Research, Valuation, Commercial Real Estate, Due Diligence, Hedge Funds, Investment Management
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA), Finance, Real Estate
Santa Clara University 2000 — 2004
Bachelor of Science, Finance, Economics
St. Ignatius College Prep 1996 — 2000
Leo Oteyza Leo Oteyza's Brownson, Rehmus & Foxworth Experience January 2010 - February 2011
Job Manager of Financial Clearance at Northwestern Memorial Hospital and Lake Forest Hospital
Industry Hospital & Health Care
Experience
Northwestern Memorial and Lake Forest Hospitals December 2014 - Present
Huron Consulting Group March 2011 - November 2014
Brownson, Rehmus & Foxworth January 2010 - February 2011
Ernst & Young September 2008 - August 2009
Skills
Investments, Finance, Risk Management, Financial Modeling, Financial Analysis, Management Consulting, Corporate Finance, Strategic Financial..., Strategic Planning, Financial Reporting, Accounting, Portfolio Management, Financial Services
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelors of Business Administration, Finance and Accounting
Northville High School 2000 — 2004
Northwestern Memorial and Lake Forest Hospitals December 2014 - Present
Huron Consulting Group March 2011 - November 2014
Brownson, Rehmus & Foxworth January 2010 - February 2011
Ernst & Young September 2008 - August 2009
Skills
Investments, Finance, Risk Management, Financial Modeling, Financial Analysis, Management Consulting, Corporate Finance, Strategic Financial..., Strategic Planning, Financial Reporting, Accounting, Portfolio Management, Financial Services
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelors of Business Administration, Finance and Accounting
Northville High School 2000 — 2004
Semir Bajrektarevic Semir Bajrektarevic's Brownson, Rehmus & Foxworth Experience September 2006 - December 2009
Job Trader
Industry Financial Services
Experience
Company Confidential July 2011 - Present
Eagle Seven, LLC January 2010 - July 2010
Brownson, Rehmus & Foxworth September 2006 - December 2009
Skills
Investments, Financial Modeling, Financial Analysis, Trading, Finance, Microsoft Office, Derivatives, Portfolio Management, Equities, Analysis, Asset Management, Capital Markets, Data Analysis, Risk Management, Valuation, Economics, Financial Markets, Fixed Income
Education
University of Illinois at Chicago 2006 — 2009
Bachelor of Arts (BA), Economics
Carl Schrz
Carl Schurz
Company Confidential July 2011 - Present
Eagle Seven, LLC January 2010 - July 2010
Brownson, Rehmus & Foxworth September 2006 - December 2009
Skills
Investments, Financial Modeling, Financial Analysis, Trading, Finance, Microsoft Office, Derivatives, Portfolio Management, Equities, Analysis, Asset Management, Capital Markets, Data Analysis, Risk Management, Valuation, Economics, Financial Markets, Fixed Income
Education
University of Illinois at Chicago 2006 — 2009
Bachelor of Arts (BA), Economics
Carl Schrz
Carl Schurz
Stacy Raker Stacy Raker's Brownson, Rehmus & Foxworth Experience June 2005 - June 2009
Job Government Relations and Political Consulting
Industry Government Relations
Experience
New Chicago Consulting LLC June 2014 - April 2015
Chicago City Council Latino Caucus June 2012 - April 2015
City of Chicago May 2013 - May 2014
The Strategy Group June 2012 - November 2012
Friends of John Tree November 2011 - March 2012
City of Chicago March 2011 - November 2011
Chicago for Rahm November 2010 - March 2011
The Strategy Group July 2010 - October 2010
AmeriCorps July 2009 - July 2010
Brownson, Rehmus & Foxworth June 2005 - June 2009
Skills
Political Science, Politics, Community Outreach, Political Campaigns, Grassroots Organizing, Volunteer Management, Speech Writing, Non-profits, Strategic Communications, Press Releases, Media Relations, Event Planning, Community Organizing, Political Communication, Public Relations, Blogging, Coalitions, Nonprofits, Social Media, Political Consulting, Research, Grant Writing, Journalism, Government, Event Management, International Relations, Legislative Relations, Policy, Social Networking, Community Development, Public Policy, Policy Analysis, Editing, Microsoft Office
Education
Northwestern University 2013 — 2015
Master's degree, Public Policy and Public Administration
DePaul University 2005 — 2009
BA, Political Science, Communications, Public Relations
New Chicago Consulting LLC June 2014 - April 2015
Chicago City Council Latino Caucus June 2012 - April 2015
City of Chicago May 2013 - May 2014
The Strategy Group June 2012 - November 2012
Friends of John Tree November 2011 - March 2012
City of Chicago March 2011 - November 2011
Chicago for Rahm November 2010 - March 2011
The Strategy Group July 2010 - October 2010
AmeriCorps July 2009 - July 2010
Brownson, Rehmus & Foxworth June 2005 - June 2009
Skills
Political Science, Politics, Community Outreach, Political Campaigns, Grassroots Organizing, Volunteer Management, Speech Writing, Non-profits, Strategic Communications, Press Releases, Media Relations, Event Planning, Community Organizing, Political Communication, Public Relations, Blogging, Coalitions, Nonprofits, Social Media, Political Consulting, Research, Grant Writing, Journalism, Government, Event Management, International Relations, Legislative Relations, Policy, Social Networking, Community Development, Public Policy, Policy Analysis, Editing, Microsoft Office
Education
Northwestern University 2013 — 2015
Master's degree, Public Policy and Public Administration
DePaul University 2005 — 2009
BA, Political Science, Communications, Public Relations
Nicholas Bourke Nicholas Bourke's Brownson, Rehmus & Foxworth Experience January 2014 - Present
Job Analyst at Brownson, Rehmus & Foxworth
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth January 2014 - Present
Colgate University August 2012 - May 2013
Colgate University August 2010 - May 2013
Northwestern University, Feinberg School of Medicine June 2012 - September 2012
Northwestern University, Feinberg School of Medicine June 2011 - September 2011
Northern Suburban Special Recreation Association June 2007 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Research, Teaching, Public Speaking, Microsoft Excel, Tutoring, English, Social Media, Teamwork, Photoshop, Event Planning, Editing, Windows, HTML, Community Outreach, Time Management, SPSS, GIS, Mathematica, Cell, Facebook
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), Biochemistry
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), Biochemistry
Brownson, Rehmus & Foxworth January 2014 - Present
Colgate University August 2012 - May 2013
Colgate University August 2010 - May 2013
Northwestern University, Feinberg School of Medicine June 2012 - September 2012
Northwestern University, Feinberg School of Medicine June 2011 - September 2011
Northern Suburban Special Recreation Association June 2007 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Research, Teaching, Public Speaking, Microsoft Excel, Tutoring, English, Social Media, Teamwork, Photoshop, Event Planning, Editing, Windows, HTML, Community Outreach, Time Management, SPSS, GIS, Mathematica, Cell, Facebook
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), Biochemistry
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), Biochemistry
DeeDee Myers DeeDee Myers's Brownson, Rehmus & Foxworth Experience July 2013 - March 2014
Job Analyst at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank June 2015 - Present
BMO Harris Bank July 2014 - May 2015
Brownson, Rehmus & Foxworth July 2013 - March 2014
William Blair & Company June 2012 - August 2012
J.P. Morgan June 2010 - July 2010
Education
Middlebury College 2011 — 2013
Bachelor of Arts (B.A.), Economics; Minored in Spanish, Magna Cum Laude
University of Michigan 2009 — 2010
New Trier Township High School 2005 — 2009
BMO Harris Bank June 2015 - Present
BMO Harris Bank July 2014 - May 2015
Brownson, Rehmus & Foxworth July 2013 - March 2014
William Blair & Company June 2012 - August 2012
J.P. Morgan June 2010 - July 2010
Education
Middlebury College 2011 — 2013
Bachelor of Arts (B.A.), Economics; Minored in Spanish, Magna Cum Laude
University of Michigan 2009 — 2010
New Trier Township High School 2005 — 2009
David Bausman David Bausman's Brownson, Rehmus & Foxworth Experience January 2009 - Present
Job Vice President at BRF INC.
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth January 2009 - Present
Bessemer Trust June 2003 - December 2008
Skills
Financial Planning, Financial Analysis, Financial Services, Finance, private wealth..., Account Management, Public Markets
Education
Santa Clara University - Leavey School of Business
Master of Business Administration (M.B.A.), Masters in Business Administration
Sonoma State University
Bachelor's Degree, Business Administration, First Class
Brownson, Rehmus & Foxworth January 2009 - Present
Bessemer Trust June 2003 - December 2008
Skills
Financial Planning, Financial Analysis, Financial Services, Finance, private wealth..., Account Management, Public Markets
Education
Santa Clara University - Leavey School of Business
Master of Business Administration (M.B.A.), Masters in Business Administration
Sonoma State University
Bachelor's Degree, Business Administration, First Class
Steve Rehmus's Brownson, Rehmus & Foxworth Experience March 2002 - Present
Job Brownson, Rehmus & Foxworth
Industry Investment Management
Experience
Brownson, Rehmus & Foxworth March 2002 - Present
Skills
Investments, Alternative Investments, Asset Managment, Wealth Management
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
Harvard University 1983 — 1989
BA
Brownson, Rehmus & Foxworth March 2002 - Present
Skills
Investments, Alternative Investments, Asset Managment, Wealth Management
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
Harvard University 1983 — 1989
BA
Liz Richardson, CPA's Brownson, Rehmus & Foxworth Experience July 2001 - November 2002
Job Interim FP&A Manager Financial Mgnt Consultant
Industry Accounting
Experience
TempCPA, Inc January 2003 - Present
Baker & McKenzie January 2014 - June 2015
AbbVie September 2013 - January 2014
Barilla Group through Flex Execs September 2012 - December 2012
Diageo February 2012 - June 2012
PepsiCo July 2006 - August 2011
Global Capacity, LLC June 2008 - February 2009
RTC January 2004 - June 2006
Locke Lord Bissell & Liddell LLP June 2003 - December 2003
Brownson, Rehmus & Foxworth July 2001 - November 2002
Skills
Advanced Excel, Accounting, Financial Modeling, Financial Analysis, Financial Planning, Financial Management, Financial Advisory, Account Reconciliation, Strategic Planning, Budget Preparation, Budget Management, Budgeting, General Ledger, General Business..., General Accounting, Supervisory Experience, Training Skills, Planning, Financial Reporting, Corporate Finance, Word, Microsoft Office, Process Improvement, Forecasting, Problem Solving, Outlook, Analysis, Investments, SAP, Banking, Strategic Financial..., Microsoft Excel, Budgets, Tax, Microsoft Word, Management, Cash Flow
Education
Northwestern University, Continuing Educ 2011 — 2012
DePaul University 2002 — 2002
Purdue University, West Lafayette 1989 — 1994
Bachelor of Science
TempCPA, Inc January 2003 - Present
Baker & McKenzie January 2014 - June 2015
AbbVie September 2013 - January 2014
Barilla Group through Flex Execs September 2012 - December 2012
Diageo February 2012 - June 2012
PepsiCo July 2006 - August 2011
Global Capacity, LLC June 2008 - February 2009
RTC January 2004 - June 2006
Locke Lord Bissell & Liddell LLP June 2003 - December 2003
Brownson, Rehmus & Foxworth July 2001 - November 2002
Skills
Advanced Excel, Accounting, Financial Modeling, Financial Analysis, Financial Planning, Financial Management, Financial Advisory, Account Reconciliation, Strategic Planning, Budget Preparation, Budget Management, Budgeting, General Ledger, General Business..., General Accounting, Supervisory Experience, Training Skills, Planning, Financial Reporting, Corporate Finance, Word, Microsoft Office, Process Improvement, Forecasting, Problem Solving, Outlook, Analysis, Investments, SAP, Banking, Strategic Financial..., Microsoft Excel, Budgets, Tax, Microsoft Word, Management, Cash Flow
Education
Northwestern University, Continuing Educ 2011 — 2012
DePaul University 2002 — 2002
Purdue University, West Lafayette 1989 — 1994
Bachelor of Science
Allison Kollar, CFP®'s Brownson, Rehmus & Foxworth Experience February 2008 - Present
Job Vice President at Brownson, Rehmus & Foxworth, Inc.
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth February 2008 - Present
Skills
High Net Worth..., Investment Advisory..., Ultra High Net Worth..., Comprehensive Wealth..., Wealth Management, Asset Allocation, Alternative Investments, Estate Planning, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
BS
Brownson, Rehmus & Foxworth February 2008 - Present
Skills
High Net Worth..., Investment Advisory..., Ultra High Net Worth..., Comprehensive Wealth..., Wealth Management, Asset Allocation, Alternative Investments, Estate Planning, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
BS
Cathy Pitts's Brownson, Rehmus & Foxworth Experience January 2009 - Present
Job Vice President at Brownson, Rehmus & Foxworth
Industry Management Consulting
Experience
Brownson, Rehmus & Foxworth January 2009 - Present
Dasha Boutique 2004 - Present
Keystone Strategy 2006 - March 2011
Education
Harvard Business School 1992 — 1994
MBA
Brown University 1985 — 1989
BA, Economics
Brownson, Rehmus & Foxworth January 2009 - Present
Dasha Boutique 2004 - Present
Keystone Strategy 2006 - March 2011
Education
Harvard Business School 1992 — 1994
MBA
Brown University 1985 — 1989
BA, Economics
Rebecca Deaton's Brownson, Rehmus & Foxworth Experience August 1996 - Present
Job Principal at Brownson, Rehmus & Foxworth
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth August 1996 - Present
Education
University of Chicago 1994 — 1996
Master's degree, Public Policy Studies
Princeton University 1987 — 1991
AB, English Language and Literature/Letters
Brownson, Rehmus & Foxworth August 1996 - Present
Education
University of Chicago 1994 — 1996
Master's degree, Public Policy Studies
Princeton University 1987 — 1991
AB, English Language and Literature/Letters
Matt Monson's Brownson, Rehmus & Foxworth Experience October 2002 - July 2007
Job Investment Director FJ Management
Industry Investment Management
Experience
FJ Management February 2014 - Present
Brownson, Rehmus & Foxworth October 2002 - July 2007
Accenture 2001 - 2001
Education
University of Pennsylvania - The Wharton School 2007 — 2009
University of Utah 1995 — 2000
BS, Finance
FJ Management February 2014 - Present
Brownson, Rehmus & Foxworth October 2002 - July 2007
Accenture 2001 - 2001
Education
University of Pennsylvania - The Wharton School 2007 — 2009
University of Utah 1995 — 2000
BS, Finance
Gayla Keenan Timm's Brownson, Rehmus & Foxworth Experience January 2007 - December 2007
Job Fundraiser & Organizer at 1000 Miles for Ocular Melanoma
Industry Primary/Secondary Education
Experience
1000 Miles for Ocular Melanoma June 2012 - Present
Timm Household June 2009 - Present
LearnTech Solutions January 2008 - June 2009
Brownson, Rehmus & Foxworth January 2007 - December 2007
Hinsdale South High School August 2003 - November 2006
Skills
Fundraising, Nonprofits, Microsoft Word, Community Outreach, Event Planning, Finance
Education
Northwestern University 2002 — 2003
M.S.Ed., Education
University of Michigan 1997 — 2001
Bachelor of Arts, Economics
New Trier High School 1993 — 1997
1000 Miles for Ocular Melanoma June 2012 - Present
Timm Household June 2009 - Present
LearnTech Solutions January 2008 - June 2009
Brownson, Rehmus & Foxworth January 2007 - December 2007
Hinsdale South High School August 2003 - November 2006
Skills
Fundraising, Nonprofits, Microsoft Word, Community Outreach, Event Planning, Finance
Education
Northwestern University 2002 — 2003
M.S.Ed., Education
University of Michigan 1997 — 2001
Bachelor of Arts, Economics
New Trier High School 1993 — 1997
Kathryn Glanz's Brownson, Rehmus & Foxworth Experience September 2005 - Present
Job Financial Analyst at Brownson, Rehmus & Foxworth
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth September 2005 - Present
Education
Miami University 1997 — 2001
Brownson, Rehmus & Foxworth September 2005 - Present
Education
Miami University 1997 — 2001
Bob Loveman's Brownson, Rehmus & Foxworth Experience Advisory Board memberPublic Interest Internship Experience
Job President at Brownson, Rehmus & Foxworth
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth Advisory Board memberPublic Interest Internship Experience
Boulder Mountain Fire Protection District 2008 - 2014
First National Bank of Chicago 1970 - 1980
Education
The University of Chicago - Booth School of Business 1970 — 1972
MBA
Princeton University 1965 — 1969
AB
Brownson, Rehmus & Foxworth Advisory Board memberPublic Interest Internship Experience
Boulder Mountain Fire Protection District 2008 - 2014
First National Bank of Chicago 1970 - 1980
Education
The University of Chicago - Booth School of Business 1970 — 1972
MBA
Princeton University 1965 — 1969
AB
Alexis Bloom's Brownson, Rehmus & Foxworth Experience March 2011 - Present
Job Administrator Team Lead at Brownson, Rehmus & Foxworth
Industry Law Practice
Experience
Brownson, Rehmus & Foxworth March 2011 - Present
Aflac 2010 - 2011
Polsky & Associates, Ltd July 2008 - April 2010
Education
Carnegie Mellon University
Brownson, Rehmus & Foxworth March 2011 - Present
Aflac 2010 - 2011
Polsky & Associates, Ltd July 2008 - April 2010
Education
Carnegie Mellon University
Debbie Lovett, CFP®'s Brownson, Rehmus & Foxworth Experience January 2000 - December 2011
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
Amod Gautam, CFA's Brownson, Rehmus & Foxworth Experience March 2009 - March 2010
Job Vice President at J.P. Morgan Asset Management
Industry Investment Management
Adam Gensler's Brownson, Rehmus & Foxworth Experience October 2004 - December 2006
Job Senior Manager at Frank, Rimerman + Co. LLP
Industry Financial Services
Experience
Frank, Rimerman + Co. LLP January 2012 - Present
Opes Advisors September 2010 - October 2011
Galileo Planning Group, Inc. January 2007 - August 2010
Brownson, Rehmus & Foxworth October 2004 - December 2006
Frank, Rimerman & Co. August 2001 - August 2004
Arthur Andersen 1994 - 2000
Education
Cornell University 1989 — 1993
B.A., Art History, Economics
Dale Carnegie
Frank, Rimerman + Co. LLP January 2012 - Present
Opes Advisors September 2010 - October 2011
Galileo Planning Group, Inc. January 2007 - August 2010
Brownson, Rehmus & Foxworth October 2004 - December 2006
Frank, Rimerman & Co. August 2001 - August 2004
Arthur Andersen 1994 - 2000
Education
Cornell University 1989 — 1993
B.A., Art History, Economics
Dale Carnegie
David Salsburg's Brownson, Rehmus & Foxworth Experience March 1994 - August 1997
Job Founder and Head of Client Service at Gresham Partners, LLC
Industry Financial Services
Experience
Gresham Partners, LLC September 1997 - Present
Brownson, Rehmus & Foxworth March 1994 - August 1997
Ernst & Young LLP 1987 - 1994
Education
Northwestern University - Kellogg School of Management 1989 — 1992
MBA, Finance & International Buisiness
University of Pennsylvania 1982 — 1986
BA/BSE, Psychology/Marketing
University of Pennsylvania - The Wharton School 1982 — 1986
BA/BSE, Marketing, Psychology
Gresham Partners, LLC September 1997 - Present
Brownson, Rehmus & Foxworth March 1994 - August 1997
Ernst & Young LLP 1987 - 1994
Education
Northwestern University - Kellogg School of Management 1989 — 1992
MBA, Finance & International Buisiness
University of Pennsylvania 1982 — 1986
BA/BSE, Psychology/Marketing
University of Pennsylvania - The Wharton School 1982 — 1986
BA/BSE, Marketing, Psychology
Amanda Holland's Brownson, Rehmus & Foxworth Experience 2008 - 2009
Job Summer Strategy Intern at DigitalOcean
Industry Renewables & Environment
Experience
Baidu, Inc. August 2015 - Present
DigitalOcean June 2015 - August 2015
HelioPower January 2013 - June 2014
Greenzu 2009 - January 2013
Brownson, Rehmus & Foxworth 2008 - 2009
UBS Investment Bank 2007 - 2008
FBR 2006 - 2006
Skills
Solar, Project Finance, Financial Analysis, Structured Finance, Oil&Gas, Portfolio Management, Renewable Energy, New Business Development, Start-ups, Environmental Policy, Financial Modeling, Energy Efficiency, Alternative Investments, Crowdfunding, Solar Energy, Alternative Energy, Business Development, Strategic Partnerships, Marketing, Business Valuation, Team Building, Business Strategy, Entrepreneurship, Oil/Gas, Finance, Investment Banking, Investments, Asset Management, Energy, Venture Capital, Cleantech
Education
Stanford University Graduate School of Business 2014 — 2016
University of Virginia
Bachelor of Arts (B.A.)
Maret School
Baidu, Inc. August 2015 - Present
DigitalOcean June 2015 - August 2015
HelioPower January 2013 - June 2014
Greenzu 2009 - January 2013
Brownson, Rehmus & Foxworth 2008 - 2009
UBS Investment Bank 2007 - 2008
FBR 2006 - 2006
Skills
Solar, Project Finance, Financial Analysis, Structured Finance, Oil&Gas, Portfolio Management, Renewable Energy, New Business Development, Start-ups, Environmental Policy, Financial Modeling, Energy Efficiency, Alternative Investments, Crowdfunding, Solar Energy, Alternative Energy, Business Development, Strategic Partnerships, Marketing, Business Valuation, Team Building, Business Strategy, Entrepreneurship, Oil/Gas, Finance, Investment Banking, Investments, Asset Management, Energy, Venture Capital, Cleantech
Education
Stanford University Graduate School of Business 2014 — 2016
University of Virginia
Bachelor of Arts (B.A.)
Maret School
Smita Saxena's Brownson, Rehmus & Foxworth Experience October 2010 - March 2011
Job Founder/CEO at Stanza
Industry Financial Services
Experience
Stanza.co June 2012 - Present
Oppenheimer & Co. March 2011 - December 2011
Brownson, Rehmus & Foxworth October 2010 - March 2011
Accevia November 2009 - October 2010
CPP Investment Board June 2008 - September 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Java, Photoshop, Financial Analysis, Business Strategy, Marketing, Project Management
Education
Stanford University 2008 — 2010
Master's degree, Mathematics and Statistics
University of Toronto 2005 — 2008
Bachelor's of Science, Mathematics, Honor's
Stanza.co June 2012 - Present
Oppenheimer & Co. March 2011 - December 2011
Brownson, Rehmus & Foxworth October 2010 - March 2011
Accevia November 2009 - October 2010
CPP Investment Board June 2008 - September 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Java, Photoshop, Financial Analysis, Business Strategy, Marketing, Project Management
Education
Stanford University 2008 — 2010
Master's degree, Mathematics and Statistics
University of Toronto 2005 — 2008
Bachelor's of Science, Mathematics, Honor's
Ben Alvey's Brownson, Rehmus & Foxworth Experience May 2011 - Present
Job Team Coordinator/Administrative Assistant at Brownson, Rehmus & Foxworth
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth May 2011 - Present
Dream Town Realty April 2006 - April 2011
Appetite Theatre Company August 2005 - December 2007
Lucien Lagrange Architects March 2004 - April 2006
H&M September 2003 - April 2004
Staley Library - Millikin University September 1999 - May 2003
East Side Community Center May 2000 - August 2000
Skills
Event Planning, Marketing
Education
Millikin University 1999 — 2003
BFA, Theatre Arts
Columbus East High School
Brownson, Rehmus & Foxworth May 2011 - Present
Dream Town Realty April 2006 - April 2011
Appetite Theatre Company August 2005 - December 2007
Lucien Lagrange Architects March 2004 - April 2006
H&M September 2003 - April 2004
Staley Library - Millikin University September 1999 - May 2003
East Side Community Center May 2000 - August 2000
Skills
Event Planning, Marketing
Education
Millikin University 1999 — 2003
BFA, Theatre Arts
Columbus East High School
Kai Li's Brownson, Rehmus & Foxworth Experience July 2008 - July 2009
Job Technology Investment Banking Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets October 2012 - Present
Lazard June 2010 - June 2012
Connective Capital Management, LLC September 2009 - May 2010
Brownson, Rehmus & Foxworth July 2008 - July 2009
Skills
Finance, Investments, Financial Modeling, Financial Analysis, Equities, Valuation, Microsoft Excel, Corporate Finance
Education
Stanford University 2004 — 2008
B.A., Economics
RBC Capital Markets October 2012 - Present
Lazard June 2010 - June 2012
Connective Capital Management, LLC September 2009 - May 2010
Brownson, Rehmus & Foxworth July 2008 - July 2009
Skills
Finance, Investments, Financial Modeling, Financial Analysis, Equities, Valuation, Microsoft Excel, Corporate Finance
Education
Stanford University 2004 — 2008
B.A., Economics
Ryan Esquivel's Brownson, Rehmus & Foxworth Experience May 2012 - Present
Job Intern at Brownson, Rehmus & Foxworth
Industry Human Resources
Experience
Brownson, Rehmus & Foxworth May 2012 - Present
Brookfield Zoo March 2012 - Present
Governors State University May 2010 - August 2010
Education
Governors State University 2009 — 2011
Bachelor of Arts (B.A.), Psychology
Joliet Junior College 2007 — 2009
Associate of Arts (A.A.), Psychology
Brownson, Rehmus & Foxworth May 2012 - Present
Brookfield Zoo March 2012 - Present
Governors State University May 2010 - August 2010
Education
Governors State University 2009 — 2011
Bachelor of Arts (B.A.), Psychology
Joliet Junior College 2007 — 2009
Associate of Arts (A.A.), Psychology
Chad Joyce's Brownson, Rehmus & Foxworth Experience April 2015 - Present
Job Financial Analyst II at Brownson, Rehmus & Foxworth
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth April 2015 - Present
BDO USA, LLP June 2014 - March 2015
Deloitte June 2011 - April 2014
Brownson, Rehmus & Foxworth June 2010 - August 2010
Lara, Shull & May, LLC (Focus Financial Partners Member Firm) January 2010 - March 2010
UBS July 2008 - September 2008
The Track & Weightroom 2005 - 2007
Skills
Financial Modeling, Economics, Financial Analysis, Financial Statement..., Operational Performance..., Quantitative Analytics, Competitive Analysis, US GAAP, Plan Evaluation, Statistical Sampling, Econometrics, Valuation Modeling, Microsoft Excel, Microsoft Word, Microsoft Access, PowerPoint, Bloomberg Terminal, Matlab, EDGAR filings, Amadeus, Osiris, Morningstar, S&P Industry Surveys, S&P CreditModel, Management Consulting, Finance, Corporate Finance, Investments
Education
University of Chicago
Bachelor of Arts with Honors, Economics
George Mason University
Accounting Courses
Brownson, Rehmus & Foxworth April 2015 - Present
BDO USA, LLP June 2014 - March 2015
Deloitte June 2011 - April 2014
Brownson, Rehmus & Foxworth June 2010 - August 2010
Lara, Shull & May, LLC (Focus Financial Partners Member Firm) January 2010 - March 2010
UBS July 2008 - September 2008
The Track & Weightroom 2005 - 2007
Skills
Financial Modeling, Economics, Financial Analysis, Financial Statement..., Operational Performance..., Quantitative Analytics, Competitive Analysis, US GAAP, Plan Evaluation, Statistical Sampling, Econometrics, Valuation Modeling, Microsoft Excel, Microsoft Word, Microsoft Access, PowerPoint, Bloomberg Terminal, Matlab, EDGAR filings, Amadeus, Osiris, Morningstar, S&P Industry Surveys, S&P CreditModel, Management Consulting, Finance, Corporate Finance, Investments
Education
University of Chicago
Bachelor of Arts with Honors, Economics
George Mason University
Accounting Courses
William Rossiter's Brownson, Rehmus & Foxworth Experience July 2012 - February 2014
Job Associate at ICONIQ Capital
Industry Investment Management
Experience
ICONIQ Capital March 2014 - Present
Brownson, Rehmus & Foxworth July 2012 - February 2014
Brownson, Rehmus & Foxworth July 2010 - July 2012
LSV Asset Management May 2009 - August 2009
LSV Asset Management June 2008 - August 2008
Chicago Trading Company May 2007 - August 2007
Skills
Portfolio Management, Real Estate, Financial Modeling, Equities, Corporate Finance, Investments, Portfolio Optimization, Quantitative Research, Estate Planning, Fixed Income, Derivatives, Private Equity, Hedge Funds
Education
Claremont McKenna College 2006 — 2010
BA, Economics and Accounting, Honors
Francis W. Parker School
ICONIQ Capital March 2014 - Present
Brownson, Rehmus & Foxworth July 2012 - February 2014
Brownson, Rehmus & Foxworth July 2010 - July 2012
LSV Asset Management May 2009 - August 2009
LSV Asset Management June 2008 - August 2008
Chicago Trading Company May 2007 - August 2007
Skills
Portfolio Management, Real Estate, Financial Modeling, Equities, Corporate Finance, Investments, Portfolio Optimization, Quantitative Research, Estate Planning, Fixed Income, Derivatives, Private Equity, Hedge Funds
Education
Claremont McKenna College 2006 — 2010
BA, Economics and Accounting, Honors
Francis W. Parker School
Jill Susan Foster's Brownson, Rehmus & Foxworth Experience January 2014 - Present
Job Chief of Staff at Brownson, Rehmus & Foxworth
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth January 2014 - Present
Brownson, Rehmus & Foxworth November 2010 - December 2013
APTwater, Inc 2001 - 2006
APTwater, Inc 1997 - 2001
Education
Santa Clara University 1990 — 1992
Brownson, Rehmus & Foxworth January 2014 - Present
Brownson, Rehmus & Foxworth November 2010 - December 2013
APTwater, Inc 2001 - 2006
APTwater, Inc 1997 - 2001
Education
Santa Clara University 1990 — 1992
Ning Sun's Brownson, Rehmus & Foxworth Experience March 2012 - June 2012
Job Global Rates Researcher at BlackRock
Industry Financial Services
Experience
BlackRock November 2013 - Present
State Street Associates August 2013 - November 2013
State Street July 2012 - August 2013
Brownson, Rehmus & Foxworth March 2012 - June 2012
State Street June 2011 - December 2011
Wilmington Trust November 2010 - May 2011
Skills
Interest Rate..., Government Bonds, Fixed Income, Hedge Funds, Asset Management, Alpha Generation, Asset Allocation, Matlab, VBA, SQL, Access, Bloomberg, Quantitative Analytics, Portfolio Optimization, Equities, Valuation, Financial Modeling, Datastream, Derivatives, Data Analysis, Portfolio Management, Capital Markets, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
Master's Degree, Finance
Stanford University 2006 — 2010
Master's Degree, Chemistry
Peking University
Bachelor's Degree, Chemistry
BlackRock November 2013 - Present
State Street Associates August 2013 - November 2013
State Street July 2012 - August 2013
Brownson, Rehmus & Foxworth March 2012 - June 2012
State Street June 2011 - December 2011
Wilmington Trust November 2010 - May 2011
Skills
Interest Rate..., Government Bonds, Fixed Income, Hedge Funds, Asset Management, Alpha Generation, Asset Allocation, Matlab, VBA, SQL, Access, Bloomberg, Quantitative Analytics, Portfolio Optimization, Equities, Valuation, Financial Modeling, Datastream, Derivatives, Data Analysis, Portfolio Management, Capital Markets, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
Master's Degree, Finance
Stanford University 2006 — 2010
Master's Degree, Chemistry
Peking University
Bachelor's Degree, Chemistry
Nicholas Rowe's Brownson, Rehmus & Foxworth Experience July 2015 - Present
Job Associate at Brownson, Rehmus & Foxworth
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth July 2015 - Present
Brownson, Rehmus & Foxworth July 2013 - June 2015
International Trade Administration July 2012 - August 2012
Organization of American States June 2011 - August 2011
Education
Claremont McKenna College 2009 — 2013
BA
Brownson, Rehmus & Foxworth July 2015 - Present
Brownson, Rehmus & Foxworth July 2013 - June 2015
International Trade Administration July 2012 - August 2012
Organization of American States June 2011 - August 2011
Education
Claremont McKenna College 2009 — 2013
BA
Caroline Park's Brownson, Rehmus & Foxworth Experience ClerkWilson Sonsini Goodrich and RosatiMay 2004 - September 2004
Job Associate at Brownson, Rehmus & Foxworth
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth ClerkWilson Sonsini Goodrich and RosatiMay 2004 - September 2004
Southern Wine & Spirits June 1999 - June 2003
Education
University of California, Los Angeles 1998 — 2001
BS, Molecular Cell Development & Biology
Stanford Law School
Brownson, Rehmus & Foxworth ClerkWilson Sonsini Goodrich and RosatiMay 2004 - September 2004
Southern Wine & Spirits June 1999 - June 2003
Education
University of California, Los Angeles 1998 — 2001
BS, Molecular Cell Development & Biology
Stanford Law School
Smita Saxena's Brownson, Rehmus & Foxworth Experience September 2010 - March 2011
Job Investment Banking Analyst at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. April 2011 - Present
Brownson, Rehmus & Foxworth September 2010 - March 2011
Education
Stanford University 2008 — 2010
Masters, Financial Math
University of Toronto 2005 — 2008
Bachelors, Math
Oppenheimer & Co. April 2011 - Present
Brownson, Rehmus & Foxworth September 2010 - March 2011
Education
Stanford University 2008 — 2010
Masters, Financial Math
University of Toronto 2005 — 2008
Bachelors, Math
Wendy Klarman's Brownson, Rehmus & Foxworth Experience June 2012 - January 2015
Job Executive Assistant at The Economic Club of Chicago
Industry Events Services
Experience
The Economic Club of Chicago January 2015 - Present
Brownson, Rehmus & Foxworth June 2012 - January 2015
American Association of Diabetes Educators December 2011 - June 2012
American Association of Diabetes Educators July 2010 - January 2012
Pierce & Associates October 2008 - July 2010
MidAmerica Imaging Technology November 2007 - March 2008
Skills
Event Planning, Fundraising, Non-profits, Social Media, Volunteer Management, Event Management, Customer Service, Microsoft Office, Nonprofits, Budgets, Public Relations, Team Building, Data Entry, Public Speaking, Community Outreach, Newsletters, Leadership, Outlook, Time Management, Marketing, PowerPoint, Program Development, Program Management, Management, Microsoft Excel, Project Management, Meeting Planning
Education
Indiana University Bloomington 2004 — 2008
BSPA, Public Management
Crawfordsville High School 2000 — 2004
The Economic Club of Chicago January 2015 - Present
Brownson, Rehmus & Foxworth June 2012 - January 2015
American Association of Diabetes Educators December 2011 - June 2012
American Association of Diabetes Educators July 2010 - January 2012
Pierce & Associates October 2008 - July 2010
MidAmerica Imaging Technology November 2007 - March 2008
Skills
Event Planning, Fundraising, Non-profits, Social Media, Volunteer Management, Event Management, Customer Service, Microsoft Office, Nonprofits, Budgets, Public Relations, Team Building, Data Entry, Public Speaking, Community Outreach, Newsletters, Leadership, Outlook, Time Management, Marketing, PowerPoint, Program Development, Program Management, Management, Microsoft Excel, Project Management, Meeting Planning
Education
Indiana University Bloomington 2004 — 2008
BSPA, Public Management
Crawfordsville High School 2000 — 2004
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY