Calamos Investments
Description
Calamos Asset Management is a diversified global investment firm offering innovative investment strategies including U.S. growth equity, global equity, convertible, multi-asset and alternatives. Assets under management: 20.1 billion USD CEO: John S. Koudounis (4 Apr 2016–) Founder: John Calamos Founded: 1977 Headquarters: Naperville, Illinois, United States Subsidiaries: CALAMOS PARTNERS LLC,
Calamos Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Calamos Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Calamos Investments Employees
Employee
Years
Job
Industry
Kyle Ruge, CFA Kyle Ruge, CFA's Calamos Investments Experience January 2015 - Present
Job AVP, Sr. International Strategy Analyst at Calamos Investments
Industry Financial Services
Experience
Calamos Investments January 2015 - Present
Calamos Investments September 2006 - January 2015
Education
Marquette University 2002 — 2006
Calamos Investments January 2015 - Present
Calamos Investments September 2006 - January 2015
Education
Marquette University 2002 — 2006
Ann McDaniel Ann McDaniel's Calamos Investments Experience April 2013 - Present
Job Project Manager at Calamos Investments
Industry Financial Services
Experience
Calamos Investments April 2013 - Present
Raymond James & Associates, Inc February 2009 - April 2013
Morgan Stanley Smith Barney December 1999 - February 2009
AmeriBank NA June 1998 - December 1999
Southeast Cancer Network March 1997 - May 1998
Skills
Series 7, Series 9, Series 10, Series 63, Series 66, Registered Paraplanner, Uniform Combined State..., Strategy
Education
University of Alabama 1995 — 1997
Master of Business Administration (MBA), Finance, General
Millikin University 1986 — 1990
Bachelor's Degree, Summa Cum Laude
Calamos Investments April 2013 - Present
Raymond James & Associates, Inc February 2009 - April 2013
Morgan Stanley Smith Barney December 1999 - February 2009
AmeriBank NA June 1998 - December 1999
Southeast Cancer Network March 1997 - May 1998
Skills
Series 7, Series 9, Series 10, Series 63, Series 66, Registered Paraplanner, Uniform Combined State..., Strategy
Education
University of Alabama 1995 — 1997
Master of Business Administration (MBA), Finance, General
Millikin University 1986 — 1990
Bachelor's Degree, Summa Cum Laude
Barry Burns Barry Burns's Calamos Investments Experience September 2001 - January 2004
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2013 - Present
Nationwide Financial July 2009 - January 2013
Prudential Financial June 2008 - January 2009
Salomon Brothers/Legg Mason January 2004 - June 2008
Calamos Investments September 2001 - January 2004
Prudential Securities May 1995 - September 2001
Skills
Mutual Funds, Alternative Investments, Investments, Investment Strategies, Equities, Investment Advisory, Asset Managment, Fixed Annuities, Retirement, Wealth Management, Retirement Plan..., Public Speaking, Retirement Planning, Managing Accounts, Separately Managed..., Finance, Securities, Financial Advisory, Wealth, Portfolio Management, 401k Rollovers, Financial Services, Annuities, Institutional, Hedge Funds, Financial Planning, Managed Accounts, Patient Support, Insurance, ETFs, 401k, FINRA, Variable Annuities, IRAs, Wealth Management..., Bonds, Fixed Income
Education
Stephen F. Austin State University 1983 — 1985
BBA, Marketing, Finance
Kilgore College 1981 — 1983
Business Administration
Wells Fargo Advisors, LLC August 2013 - Present
Nationwide Financial July 2009 - January 2013
Prudential Financial June 2008 - January 2009
Salomon Brothers/Legg Mason January 2004 - June 2008
Calamos Investments September 2001 - January 2004
Prudential Securities May 1995 - September 2001
Skills
Mutual Funds, Alternative Investments, Investments, Investment Strategies, Equities, Investment Advisory, Asset Managment, Fixed Annuities, Retirement, Wealth Management, Retirement Plan..., Public Speaking, Retirement Planning, Managing Accounts, Separately Managed..., Finance, Securities, Financial Advisory, Wealth, Portfolio Management, 401k Rollovers, Financial Services, Annuities, Institutional, Hedge Funds, Financial Planning, Managed Accounts, Patient Support, Insurance, ETFs, 401k, FINRA, Variable Annuities, IRAs, Wealth Management..., Bonds, Fixed Income
Education
Stephen F. Austin State University 1983 — 1985
BBA, Marketing, Finance
Kilgore College 1981 — 1983
Business Administration
Tyler Johnson Tyler Johnson's Calamos Investments Experience June 2014 - Present
Job Investment Consultant at Calamos Investments
Industry Financial Services
Experience
Calamos Investments June 2014 - Present
JMB Insurance September 2012 - June 2014
The Hartford April 2012 - September 2012
The Hartford July 2011 - April 2012
IMG College January 2011 - May 2011
Hasbro Inc. May 2010 - July 2010
Education
Miami University
Bachelor of Science (BS), Marketing
Calamos Investments June 2014 - Present
JMB Insurance September 2012 - June 2014
The Hartford April 2012 - September 2012
The Hartford July 2011 - April 2012
IMG College January 2011 - May 2011
Hasbro Inc. May 2010 - July 2010
Education
Miami University
Bachelor of Science (BS), Marketing
Chris Howard's Calamos Investments Experience July 2013 - Present
Job Vice President Digital Strategy and Design at Calamos Investments
Industry Financial Services
Experience
Calamos Investments July 2013 - Present
Calamos Investments September 2010 - June 2013
Enesco August 2008 - September 2010
Navistar September 2006 - August 2008
Discover Financial Services 2004 - 2006
CareerBuilder.com 2002 - 2004
United Airlines 1998 - 2002
Skills
SEO, SEM, Social Media, Interactive Marketing, B2B, CRM, Team Building, Digital Marketing, Email Marketing, Strategy, Project Management, CMS, Competitive Analysis, Budgets, Web Analytics, Website Development, Advertising, Integrated Marketing, Analytics, Digital Strategy, Business Development, Account Management, Leadership, Marketing Strategy, Mobile Devices, Management
Education
Lake Forest College 1991 — 1995
Bachelor of Science (B.S.), Business & History
Calamos Investments July 2013 - Present
Calamos Investments September 2010 - June 2013
Enesco August 2008 - September 2010
Navistar September 2006 - August 2008
Discover Financial Services 2004 - 2006
CareerBuilder.com 2002 - 2004
United Airlines 1998 - 2002
Skills
SEO, SEM, Social Media, Interactive Marketing, B2B, CRM, Team Building, Digital Marketing, Email Marketing, Strategy, Project Management, CMS, Competitive Analysis, Budgets, Web Analytics, Website Development, Advertising, Integrated Marketing, Analytics, Digital Strategy, Business Development, Account Management, Leadership, Marketing Strategy, Mobile Devices, Management
Education
Lake Forest College 1991 — 1995
Bachelor of Science (B.S.), Business & History
Joseph O'Boyle Joseph O'Boyle's Calamos Investments Experience August 2008 - July 2011
Job Chief Compliance Officer
Industry Investment Management
Experience
Jackson National Asset Management April 2012 - Present
Guggenheim Funds Distributors, Inc August 2011 - April 2012
Calamos Investments August 2008 - July 2011
Calamos Investments September 2005 - August 2008
ABN AMRO (LaSalle Bank Corp.) January 1997 - September 2005
First Chicago 1992 - 1997
First Options 1991 - 1992
CBOE 1987 - 1991
Education
Northwestern University - Kellogg School of Management 2000 — 2001
MBA
Iowa State University 1981 — 1985
BBA, Finance
Evanston Township High School 1977 — 1981
Jackson National Asset Management April 2012 - Present
Guggenheim Funds Distributors, Inc August 2011 - April 2012
Calamos Investments August 2008 - July 2011
Calamos Investments September 2005 - August 2008
ABN AMRO (LaSalle Bank Corp.) January 1997 - September 2005
First Chicago 1992 - 1997
First Options 1991 - 1992
CBOE 1987 - 1991
Education
Northwestern University - Kellogg School of Management 2000 — 2001
MBA
Iowa State University 1981 — 1985
BBA, Finance
Evanston Township High School 1977 — 1981
Hollie Murrin's Calamos Investments Experience May 2014 - Present
Job Director of Intermediary Marketing at Calamos Investments
Industry Financial Services
Experience
Calamos Investments May 2014 - Present
Guggenheim Funds August 2008 - May 2014
Financial Research Associates, LLC April 2006 - August 2008
Calamos Investments April 2001 - March 2006
Education
Illinois Wesleyan University
Bachelor's degree, Business Administration and Management, General
Olivet Nazarene University
Master of Business Administration (M.B.A.)
Calamos Investments May 2014 - Present
Guggenheim Funds August 2008 - May 2014
Financial Research Associates, LLC April 2006 - August 2008
Calamos Investments April 2001 - March 2006
Education
Illinois Wesleyan University
Bachelor's degree, Business Administration and Management, General
Olivet Nazarene University
Master of Business Administration (M.B.A.)
Robert Wietecki Robert Wietecki's Calamos Investments Experience June 2014 - Present
Job Research Associate at Calamos Investments
Industry Financial Services
Experience
Calamos Investments June 2014 - Present
Artisan Partners November 2013 - May 2014
Group One Trading, LP May 2013 - August 2013
Bryn Mawr Country Club July 2012 - August 2013
Bryn Mawr Country Club May 2008 - August 2013
Law Offices of Odalo J. Ohiku September 2010 - December 2010
Skills
Microsoft Excel, Access, SQL, Data Analysis, Bloomberg, Investments, Financial Analysis, Finance, Economics, Risk Management
Education
Marquette University 2010 — 2014
Bachelor of Science in Business Administration, Finance and Economics
Calamos Investments June 2014 - Present
Artisan Partners November 2013 - May 2014
Group One Trading, LP May 2013 - August 2013
Bryn Mawr Country Club July 2012 - August 2013
Bryn Mawr Country Club May 2008 - August 2013
Law Offices of Odalo J. Ohiku September 2010 - December 2010
Skills
Microsoft Excel, Access, SQL, Data Analysis, Bloomberg, Investments, Financial Analysis, Finance, Economics, Risk Management
Education
Marquette University 2010 — 2014
Bachelor of Science in Business Administration, Finance and Economics
Miguel Villarreal Miguel Villarreal's Calamos Investments Experience October 2006 - December 2007
Job Principal Consultant at VILLATECH, Inc.
Industry Information Technology and Services
Experience
VILLA-TECH, Inc. January 2014 - Present
Arista Networks, Inc. December 2012 - January 2014
Interactive Data August 2011 - December 2012
CME Group November 2010 - September 2011
Trading Technologies October 2008 - January 2010
Burwood Group 2008 - 2008
Berbee 2007 - 2008
Calamos Investments October 2006 - December 2007
Skills
Data Center, BGP, OSPF, Cisco Technologies, WAN, Network Architecture, Network Design, Routing, Switches, Cloud Computing, Network Engineering, MPLS, Routers, Juniper, Cisco IOS, IP, Low Latency, IP Multicast, LAN-WAN, TCP/IP, Multicast, Direct Sales, Hadoop, MPLS VPN, Big Data, Routing Protocols, VPLS, VRF, Pre/Post Sales Engineers, Microwave, R, Juniper Technologies, Linear Regression, Natural Language..., Confusion Matrices, kNN, Predictive Analytics, SDN, F5 BigIP
Education
Massachusetts Institute of Technology 2014 — 2014
Big Data and Social Physics
Massachusetts Institute of Technology (MIT)
Tackling The Challenges of Big Data, Completed
Judson University
Computer Science/Biblical Studies
VILLA-TECH, Inc. January 2014 - Present
Arista Networks, Inc. December 2012 - January 2014
Interactive Data August 2011 - December 2012
CME Group November 2010 - September 2011
Trading Technologies October 2008 - January 2010
Burwood Group 2008 - 2008
Berbee 2007 - 2008
Calamos Investments October 2006 - December 2007
Skills
Data Center, BGP, OSPF, Cisco Technologies, WAN, Network Architecture, Network Design, Routing, Switches, Cloud Computing, Network Engineering, MPLS, Routers, Juniper, Cisco IOS, IP, Low Latency, IP Multicast, LAN-WAN, TCP/IP, Multicast, Direct Sales, Hadoop, MPLS VPN, Big Data, Routing Protocols, VPLS, VRF, Pre/Post Sales Engineers, Microwave, R, Juniper Technologies, Linear Regression, Natural Language..., Confusion Matrices, kNN, Predictive Analytics, SDN, F5 BigIP
Education
Massachusetts Institute of Technology 2014 — 2014
Big Data and Social Physics
Massachusetts Institute of Technology (MIT)
Tackling The Challenges of Big Data, Completed
Judson University
Computer Science/Biblical Studies
Joe Tigan's Calamos Investments Experience January 2007 - May 2010
Job Director, Investment Communications at Brookstone Capital Management
Industry Marketing and Advertising
Experience
Brookstone Capital Management February 2013 - Present
Nuveen Investments April 2011 - August 2012
Calamos Investments January 2007 - May 2010
Skills
Marketing Communications, Integrated Marketing, Email Marketing, Digital Marketing, Business Writing, Marketing Strategy, Corporate Communications, Project Management, Advertising, Marketing, Product Development, Direct Marketing, Editing, Management, Direct Mail, Sales, Social Media Marketing, Product Marketing, Marketing Management, Online Advertising, Analytics, CRM, Lead Generation, Copywriting, Online Marketing, Multi-channel Marketing, Brand Management, Corporate Branding, Web Analytics, Google Analytics, B2B Marketing, Competitive Analysis, SEO, Interactive Marketing, Internal Communications, Creative Direction, Brand Development, Digital Strategy, Newsletters, Collateral, Website Development, Content Strategy, Market Research
Education
University of Massachusetts, Amherst 1985 — 1988
B.A., Literature/Journalism
Illinois State University
Master's; M.A, Creative Writing; Creative Writing Program
Brookstone Capital Management February 2013 - Present
Nuveen Investments April 2011 - August 2012
Calamos Investments January 2007 - May 2010
Skills
Marketing Communications, Integrated Marketing, Email Marketing, Digital Marketing, Business Writing, Marketing Strategy, Corporate Communications, Project Management, Advertising, Marketing, Product Development, Direct Marketing, Editing, Management, Direct Mail, Sales, Social Media Marketing, Product Marketing, Marketing Management, Online Advertising, Analytics, CRM, Lead Generation, Copywriting, Online Marketing, Multi-channel Marketing, Brand Management, Corporate Branding, Web Analytics, Google Analytics, B2B Marketing, Competitive Analysis, SEO, Interactive Marketing, Internal Communications, Creative Direction, Brand Development, Digital Strategy, Newsletters, Collateral, Website Development, Content Strategy, Market Research
Education
University of Massachusetts, Amherst 1985 — 1988
B.A., Literature/Journalism
Illinois State University
Master's; M.A, Creative Writing; Creative Writing Program
Moses Kovalchuk Moses Kovalchuk's Calamos Investments Experience 2005 - 2006
Job Accounting & Finance I Fund Operations I Process Improvement I Organizational Transformation I Systems Implementations
Industry Financial Services
Experience
Paladin Solutions Group October 2014 - Present
Menchie's Frozen Yogurt July 2014 - Present
Fidelity Investments March 2011 - December 2013
Fidelity Investments August 2007 - March 2011
Freddie Mac March 2006 - July 2007
Calamos Investments 2005 - 2006
JPMorgan Chase 2002 - 2005
Deutsche Asset Management 2000 - 2002
PwC 1996 - 2000
BNY Mellon 1993 - 1996
Skills
CPA, Commonwealth of...
Education
Drexel University
BS, Accounting
Paladin Solutions Group October 2014 - Present
Menchie's Frozen Yogurt July 2014 - Present
Fidelity Investments March 2011 - December 2013
Fidelity Investments August 2007 - March 2011
Freddie Mac March 2006 - July 2007
Calamos Investments 2005 - 2006
JPMorgan Chase 2002 - 2005
Deutsche Asset Management 2000 - 2002
PwC 1996 - 2000
BNY Mellon 1993 - 1996
Skills
CPA, Commonwealth of...
Education
Drexel University
BS, Accounting
Jennifer Thoms's Calamos Investments Experience November 2006 - March 2009
Job Executive Assistant
Industry Commercial Real Estate
Experience
Cohen Financial April 2014 - Present
Cohen Financial July 2009 - April 2014
Calamos Investments November 2006 - March 2009
Calamos Investments September 2005 - November 2006
Foresters March 2004 - August 2005
Technomic, Inc. May 2002 - August 2003
Skills
Microsoft Excel, Outlook, PowerPoint, Asset Managment, Microsoft Word, Asset Management, Recruiting, Administrative..., Leadership, Human Resources, Marketing, Budgets, Management, Time Management, Customer Service, Process Scheduler, Interviews, CRM, Team Building, Event Planning, Research, New Business Development, Employee Relations, Office Management, Editing, Insurance, Payroll, Real Estate, Strategy, Finance
Education
Illinois State University 1999 — 2003
Bachelor of Science, Business Administration
Tinley Park High School 1995 — 1999
High honors, General Studies
Owen Academy 1986 — 1993
Cohen Financial April 2014 - Present
Cohen Financial July 2009 - April 2014
Calamos Investments November 2006 - March 2009
Calamos Investments September 2005 - November 2006
Foresters March 2004 - August 2005
Technomic, Inc. May 2002 - August 2003
Skills
Microsoft Excel, Outlook, PowerPoint, Asset Managment, Microsoft Word, Asset Management, Recruiting, Administrative..., Leadership, Human Resources, Marketing, Budgets, Management, Time Management, Customer Service, Process Scheduler, Interviews, CRM, Team Building, Event Planning, Research, New Business Development, Employee Relations, Office Management, Editing, Insurance, Payroll, Real Estate, Strategy, Finance
Education
Illinois State University 1999 — 2003
Bachelor of Science, Business Administration
Tinley Park High School 1995 — 1999
High honors, General Studies
Owen Academy 1986 — 1993
Jack Gunst's Calamos Investments Experience June 2014 - August 2014
Job PCS Assurance Intern at PwC
Industry Accounting
Experience
PwC June 2015 - Present
Grant Thornton China (致同） March 2015 - May 2015
Calamos Investments June 2014 - August 2014
River Forest Country Club May 2010 - August 2012
Skills
Microsoft Excel, Budgets, Teamwork, PowerPoint, Microsoft Office, Leadership, Team Leadership, Financial Analysis, Management, Golf, Microsoft Word, Data Analysis
Education
Indiana University - Kelley School of Business 2011 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
Indiana University - Florence, Italy Study Abroad 2013 — 2013
Indiana University - Kelley School of Business 2012 — 2013
ACTIVITY, Peer Tutor- Bus-A 100 Basic Accounting Skills
PwC June 2015 - Present
Grant Thornton China (致同） March 2015 - May 2015
Calamos Investments June 2014 - August 2014
River Forest Country Club May 2010 - August 2012
Skills
Microsoft Excel, Budgets, Teamwork, PowerPoint, Microsoft Office, Leadership, Team Leadership, Financial Analysis, Management, Golf, Microsoft Word, Data Analysis
Education
Indiana University - Kelley School of Business 2011 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
Indiana University - Florence, Italy Study Abroad 2013 — 2013
Indiana University - Kelley School of Business 2012 — 2013
ACTIVITY, Peer Tutor- Bus-A 100 Basic Accounting Skills
Faiza M. Lalani Faiza M. Lalani's Calamos Investments Experience 2015 - 2015
Job Student Assistant at Galvin Library
Industry
Experience
Illinois Institute of Technology December 2013 - Present
Paul V. Galvin Library March 2013 - January 2015
Calamos Investments 2015 - 2015
Subway June 2013 - December 2013
Skills
Teamwork, Java, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Databases, C, SQL, HTML, Communication, Public Speaking, Algorithm Design, Computer Science, Mathematics Education, Social Media, Event Planning, Time Management, Team Leadership, Customer Service, Teaching, Research, English
Education
Illinois Institute of Technology 2012 — 2016
Bachelor of Science (BS), Computer Science and Mathematics Education
Niles North High School
Illinois Institute of Technology December 2013 - Present
Paul V. Galvin Library March 2013 - January 2015
Calamos Investments 2015 - 2015
Subway June 2013 - December 2013
Skills
Teamwork, Java, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Databases, C, SQL, HTML, Communication, Public Speaking, Algorithm Design, Computer Science, Mathematics Education, Social Media, Event Planning, Time Management, Team Leadership, Customer Service, Teaching, Research, English
Education
Illinois Institute of Technology 2012 — 2016
Bachelor of Science (BS), Computer Science and Mathematics Education
Niles North High School
Lisa (Kirkwood) Davenport, CFA Lisa (Kirkwood) Davenport, CFA's Calamos Investments Experience May 2011 - Present
Job Vice President, Senior Client Relationship Manager at Calamos Investments
Industry Financial Services
Experience
Calamos Investments May 2011 - Present
NASDAQ OMX Group, Inc. November 2003 - July 2009
ABN AMRO Asset Management 2000 - 2001
Allstate Insurance Company 1990 - 1999
Skills
Client Service, Negotiation, Cross-functional Team..., Consultative Selling, Capital Markets, Financial Services, Financial Analysis, Start-ups, Investor Relations, Selling, Mergers & Acquisitions, Investments, CRM, Portfolio Management, Morningstar, Business Development, Risk Management, Relationship Management, Finance, Leadership, Management
Education
University of Illinois at Chicago 1995 — 1998
M.B.A., Marketing and Finance
Indiana University - Kelley School of Business 1979 — 1983
B.S., Finance
Calamos Investments May 2011 - Present
NASDAQ OMX Group, Inc. November 2003 - July 2009
ABN AMRO Asset Management 2000 - 2001
Allstate Insurance Company 1990 - 1999
Skills
Client Service, Negotiation, Cross-functional Team..., Consultative Selling, Capital Markets, Financial Services, Financial Analysis, Start-ups, Investor Relations, Selling, Mergers & Acquisitions, Investments, CRM, Portfolio Management, Morningstar, Business Development, Risk Management, Relationship Management, Finance, Leadership, Management
Education
University of Illinois at Chicago 1995 — 1998
M.B.A., Marketing and Finance
Indiana University - Kelley School of Business 1979 — 1983
B.S., Finance
Lindsay Matchett's Calamos Investments Experience December 2011 - Present
Job Senior Investment Consultant West Region
Industry Financial Services
Experience
Calamos Investments December 2011 - Present
Skills
Mutual Funds, Series 63, Investments, Asset Allocation, Alternative Investments, Series 7, Wealth Management, Investment Advisory, Morningstar, Investment Strategies, Securities, Separately Managed...
Education
Illinois State University 2003 — 2007
Bachelor of Science (B.S.)
St. Charles East 1999 — 2003
High School
Calamos Investments December 2011 - Present
Skills
Mutual Funds, Series 63, Investments, Asset Allocation, Alternative Investments, Series 7, Wealth Management, Investment Advisory, Morningstar, Investment Strategies, Securities, Separately Managed...
Education
Illinois State University 2003 — 2007
Bachelor of Science (B.S.)
St. Charles East 1999 — 2003
High School
Katherine Hughes Katherine Hughes's Calamos Investments Experience January 2011 - August 2011
Job at CME Group
Industry Financial Services
Experience
CME Group May 2014 - Present
Fitch Ratings August 2011 - May 2014
Calamos Investments January 2011 - August 2011
Calamos Investments June 2009 - January 2011
Calamos Investments June 2008 - June 2009
Skills
Bloomberg, Charles River IMS, Microsoft Excel, Thompson One, Credit Rating, Credit Analysis, Credit Risk, Financial Analysis, Financial Risk, Portfolio Management
Education
Lewis University 2009 — 2012
Master's Degree, Finance, General
Northern Illinois University 2004 — 2008
Bachelor's Degree, Finance, General
CME Group May 2014 - Present
Fitch Ratings August 2011 - May 2014
Calamos Investments January 2011 - August 2011
Calamos Investments June 2009 - January 2011
Calamos Investments June 2008 - June 2009
Skills
Bloomberg, Charles River IMS, Microsoft Excel, Thompson One, Credit Rating, Credit Analysis, Credit Risk, Financial Analysis, Financial Risk, Portfolio Management
Education
Lewis University 2009 — 2012
Master's Degree, Finance, General
Northern Illinois University 2004 — 2008
Bachelor's Degree, Finance, General
Michael Arazan Michael Arazan's Calamos Investments Experience October 2006 - March 2008
Job Manager of Application Development
Industry Information Technology and Services
Experience
Follett Higher Education Group December 2008 - Present
MCE Solutions October 1997 - December 2008
Calamos Investments October 2006 - March 2008
Clarity Consulting March 2005 - October 2006
Bear, Stearns & Co. Inc. 2005 - 2006
Follett Higher Education Group March 2005 - October 2005
Raddon Financial Group January 2003 - March 2005
HSBC January 2001 - February 2002
Northern Trust January 1999 - July 2000
Sears, Roebuck and Co. April 1998 - December 1998
Skills
Product Development, Process Improvement, Change Management, Project Management, Strategic Planning, Business Analysis, SharePoint, SDLC, Business Intelligence, Finance, CRM, Microsoft SQL Server, C#, Team Leadership, .NET, Enterprise Architecture, Databases, Quality Assurance
Education
Iowa State University 1989 — 1994
Bachelor of Science (BS), Management Information Systems
Iowa State University
Bachelor of Science (B.S.), Management Information Systems and Services
Follett Higher Education Group December 2008 - Present
MCE Solutions October 1997 - December 2008
Calamos Investments October 2006 - March 2008
Clarity Consulting March 2005 - October 2006
Bear, Stearns & Co. Inc. 2005 - 2006
Follett Higher Education Group March 2005 - October 2005
Raddon Financial Group January 2003 - March 2005
HSBC January 2001 - February 2002
Northern Trust January 1999 - July 2000
Sears, Roebuck and Co. April 1998 - December 1998
Skills
Product Development, Process Improvement, Change Management, Project Management, Strategic Planning, Business Analysis, SharePoint, SDLC, Business Intelligence, Finance, CRM, Microsoft SQL Server, C#, Team Leadership, .NET, Enterprise Architecture, Databases, Quality Assurance
Education
Iowa State University 1989 — 1994
Bachelor of Science (BS), Management Information Systems
Iowa State University
Bachelor of Science (B.S.), Management Information Systems and Services
Jason Lauderback, CIMA®, CFS® Jason Lauderback, CIMA®, CFS®'s Calamos Investments Experience February 2011 - Present
Job Associate Vice President National Account Manager at Calamos Investments
Industry Financial Services
Experience
Calamos Investments February 2011 - Present
Advisors Asset Management, Inc. October 2009 - May 2010
DWS Investments June 2006 - December 2008
DWS Investments April 2005 - June 2006
Washington Mutual November 2003 - March 2005
AXA Advisors 2002 - 2003
U.S. ARMY 1993 - 1996
Skills
Business Development, Investments, Financial Services, Finance, Asset Allocation, Retirement Planning, Investment Strategies, Financial Advisory, Investment Management, Mutual Funds, Series 7, Series 63, Asset Management, Alternative Investments, Relationship Management, Securities, 401k, Retirement, Separately Managed..., Insurance, New Business Development, Financial Markets, Salesforce.com, CRM, Series 65, Sales Presentations, FINRA, Marketing
Education
Loyola University Chicago 2000 — 2001
MBA, Marketing, eCommerce, and Int'l Business
Southern Illinois University, Carbondale 1997 — 1999
Bachelor of Science, Management
Calamos Investments February 2011 - Present
Advisors Asset Management, Inc. October 2009 - May 2010
DWS Investments June 2006 - December 2008
DWS Investments April 2005 - June 2006
Washington Mutual November 2003 - March 2005
AXA Advisors 2002 - 2003
U.S. ARMY 1993 - 1996
Skills
Business Development, Investments, Financial Services, Finance, Asset Allocation, Retirement Planning, Investment Strategies, Financial Advisory, Investment Management, Mutual Funds, Series 7, Series 63, Asset Management, Alternative Investments, Relationship Management, Securities, 401k, Retirement, Separately Managed..., Insurance, New Business Development, Financial Markets, Salesforce.com, CRM, Series 65, Sales Presentations, FINRA, Marketing
Education
Loyola University Chicago 2000 — 2001
MBA, Marketing, eCommerce, and Int'l Business
Southern Illinois University, Carbondale 1997 — 1999
Bachelor of Science, Management
Robert Bush Jr Robert Bush Jr's Calamos Investments Experience January 2012 - Present
Job Senior Vice President at Calamos Investments
Industry Financial Services
Experience
Calamos Investments January 2012 - Present
Morgan Stanley Smith Barney January 2008 - January 2012
Citi January 1986 - January 2008
Skills
Investment Banking, Financial Planning, Closed-end Funds, Series 7, Investments, Mutual Funds, Investment Advisory, Portfolio Management, Asset Allocation, Equities, Securities, Series 63, Alternative Investments, Asset Management, Investment Strategies, Fixed Income, Financial Advisory, Financial Modeling, Financial Analysis, Capital Markets, Hedge Funds, Bonds
Education
Fairleigh Dickinson University-Florham Campus 1983 — 1988
MBA, Finance
Franklin & Marshall College 1979 — 1982
BA, Accounting
Calamos Investments January 2012 - Present
Morgan Stanley Smith Barney January 2008 - January 2012
Citi January 1986 - January 2008
Skills
Investment Banking, Financial Planning, Closed-end Funds, Series 7, Investments, Mutual Funds, Investment Advisory, Portfolio Management, Asset Allocation, Equities, Securities, Series 63, Alternative Investments, Asset Management, Investment Strategies, Fixed Income, Financial Advisory, Financial Modeling, Financial Analysis, Capital Markets, Hedge Funds, Bonds
Education
Fairleigh Dickinson University-Florham Campus 1983 — 1988
MBA, Finance
Franklin & Marshall College 1979 — 1982
BA, Accounting
Michele Jackson Michele Jackson's Calamos Investments Experience June 2006 - March 2008
Job Principal, Print and Web Creative Director, Strategist at Lotsa Luck Design
Industry Marketing and Advertising
Experience
Lotsa Luck Design March 2008 - Present
PAWS Chicago July 2012 - September 2012
Project Exploration December 2011 - September 2012
Straight North March 2008 - September 2011
Calamos Investments June 2006 - March 2008
Lotsa Luck Design July 2005 - July 2006
The Mx Group January 2005 - June 2005
Duffy Design Works 1999 - 2004
Aquila Graphic Design November 1993 - February 1999
American Academy of Pediatrics 1996 - 1998
Skills
Branding & Identity, Marketing Strategy, Custom Websites, Brochure Websites, Email Marketing, Collateral, Adobe Creative Suite, Adobe InDesign, Adobe Photoshop, Dreamweaver, Adobe Illustrator, Adobe Acrobat, QuarkXPress, Microsoft Office, Word, PowerPoint, Excel, Keynote, Basecamp, InDesign, Illustrator, Photoshop, Microsoft Word, Microsoft Excel, Project Management, Art Direction, Graphic Design, Marketing Communications, Advertising, Account Management, Direct Mail, Brochures, Logo Design, Creative Direction, Creative Strategy, Graphics, Newsletters, Layout, Posters, Packaging, Mac, Online Advertising, Facebook
Education
Illinois Wesleyan University 1988 — 1992
Bachelor of Science, Art
Good Counsel High School
Lotsa Luck Design March 2008 - Present
PAWS Chicago July 2012 - September 2012
Project Exploration December 2011 - September 2012
Straight North March 2008 - September 2011
Calamos Investments June 2006 - March 2008
Lotsa Luck Design July 2005 - July 2006
The Mx Group January 2005 - June 2005
Duffy Design Works 1999 - 2004
Aquila Graphic Design November 1993 - February 1999
American Academy of Pediatrics 1996 - 1998
Skills
Branding & Identity, Marketing Strategy, Custom Websites, Brochure Websites, Email Marketing, Collateral, Adobe Creative Suite, Adobe InDesign, Adobe Photoshop, Dreamweaver, Adobe Illustrator, Adobe Acrobat, QuarkXPress, Microsoft Office, Word, PowerPoint, Excel, Keynote, Basecamp, InDesign, Illustrator, Photoshop, Microsoft Word, Microsoft Excel, Project Management, Art Direction, Graphic Design, Marketing Communications, Advertising, Account Management, Direct Mail, Brochures, Logo Design, Creative Direction, Creative Strategy, Graphics, Newsletters, Layout, Posters, Packaging, Mac, Online Advertising, Facebook
Education
Illinois Wesleyan University 1988 — 1992
Bachelor of Science, Art
Good Counsel High School
Nicole Hamzeloo's Calamos Investments Experience June 2015 - Present
Job Marketing Intern at Calamos Investments
Industry Financial Services
Experience
Calamos Investments June 2015 - Present
Indiana University August 2014 - Present
Indiana University Bloomington August 2013 - August 2014
Des Plaines Park Disctrict Mystic Waters June 2012 - August 2014
Prospect High School Orchesis September 2010 - June 2012
Skills
Dance, Goal Oriented, Team Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Time Management, Leadership, Windows, Organization, Problem Solving, Social Networking
Education
Indiana University Bloomington 2012 — 2016
Prospect High School 2008 — 2012
Calamos Investments June 2015 - Present
Indiana University August 2014 - Present
Indiana University Bloomington August 2013 - August 2014
Des Plaines Park Disctrict Mystic Waters June 2012 - August 2014
Prospect High School Orchesis September 2010 - June 2012
Skills
Dance, Goal Oriented, Team Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Time Management, Leadership, Windows, Organization, Problem Solving, Social Networking
Education
Indiana University Bloomington 2012 — 2016
Prospect High School 2008 — 2012
James Gurnee's Calamos Investments Experience May 2014 - Present
Job Research Associate at Calamos Investments
Industry Financial Services
Experience
Calamos Investments May 2014 - Present
Grosvenor Capital Management, L.P May 2013 - August 2013
Bates Communications May 2012 - August 2012
Skills
Social Networking, Microsoft Word, Economics, Photoshop, Public Speaking, Teamwork, Time Management, Leadership, Event Planning, Microsoft Office, Customer Service, PowerPoint, Marketing, Research, Market Research, Reliability, Social Media, Community Outreach, Microsoft Excel, Public Relations, Financial Analysis
Education
Hillsdale College 2010 — 2014
Bachelor of Arts (B.A.), Economics
University of Oxford 2013 — 2013
Economics
Herbert Henry Dow High School 2006 — 2010
High School Diploma
Calamos Investments May 2014 - Present
Grosvenor Capital Management, L.P May 2013 - August 2013
Bates Communications May 2012 - August 2012
Skills
Social Networking, Microsoft Word, Economics, Photoshop, Public Speaking, Teamwork, Time Management, Leadership, Event Planning, Microsoft Office, Customer Service, PowerPoint, Marketing, Research, Market Research, Reliability, Social Media, Community Outreach, Microsoft Excel, Public Relations, Financial Analysis
Education
Hillsdale College 2010 — 2014
Bachelor of Arts (B.A.), Economics
University of Oxford 2013 — 2013
Economics
Herbert Henry Dow High School 2006 — 2010
High School Diploma
Jim Pavalon Jim Pavalon's Calamos Investments Experience April 2001 - Present
Job Manager, Systems Support & Computer Operations
Industry Financial Services
Experience
Calamos Investments April 2001 - Present
Calamos Investments April 2001 - June 2004
RR Donnelley September 2000 - April 2001
Loews Cineplex Entertainment January 1997 - January 2001
First Chair Technologies September 1999 - September 2000
Skills
SharePoint, Cloud Computing, Project Management, Windows, Blackberry, VMware, Troubleshooting, IT Service Management, Servers, Active Directory, Disaster Recovery, Team Leadership, Software Installation, Windows Server, Virtualization, IT Management, Change Management, Windows 7, ITIL, Networking, Training, Management, Leadership, Information Technology, Morningstar, Microsoft Exchange, Linux, Technical Support, Vendor Management, IT Strategy, Microsoft Technologies, Visio, Data Center, System Administration, Security, Software Documentation, Cisco Technologies, IIS, Computer Hardware, SCCM, Operating Systems, XP, VPN, HP, Integration, IT Operations, Hardware, Business Continuity, TCP/IP, Telecommunications
Education
DeVry University
Calamos Investments April 2001 - Present
Calamos Investments April 2001 - June 2004
RR Donnelley September 2000 - April 2001
Loews Cineplex Entertainment January 1997 - January 2001
First Chair Technologies September 1999 - September 2000
Skills
SharePoint, Cloud Computing, Project Management, Windows, Blackberry, VMware, Troubleshooting, IT Service Management, Servers, Active Directory, Disaster Recovery, Team Leadership, Software Installation, Windows Server, Virtualization, IT Management, Change Management, Windows 7, ITIL, Networking, Training, Management, Leadership, Information Technology, Morningstar, Microsoft Exchange, Linux, Technical Support, Vendor Management, IT Strategy, Microsoft Technologies, Visio, Data Center, System Administration, Security, Software Documentation, Cisco Technologies, IIS, Computer Hardware, SCCM, Operating Systems, XP, VPN, HP, Integration, IT Operations, Hardware, Business Continuity, TCP/IP, Telecommunications
Education
DeVry University
John Baka, CIMA® John Baka, CIMA®'s Calamos Investments Experience August 1999 - October 2008
Job Regional Vice President at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments March 2011 - Present
RiverSource November 2008 - April 2010
Calamos Investments August 1999 - October 2008
Scudder Kemper Investments January 1998 - August 1999
Skills
LinkedIn for Advisors, LinkedIn Training, Personal Branding, Effective Biography..., New Business Development, Client Aquisition, Client Education, Networking, Social Media Integration, Mutual Funds, Separately Managed..., Asset Allocation, Portfolio Construction
Education
Michigan State University 1993 — 1997
BA, Finance
Walled Lake Central High School
RidgeWorth Investments March 2011 - Present
RiverSource November 2008 - April 2010
Calamos Investments August 1999 - October 2008
Scudder Kemper Investments January 1998 - August 1999
Skills
LinkedIn for Advisors, LinkedIn Training, Personal Branding, Effective Biography..., New Business Development, Client Aquisition, Client Education, Networking, Social Media Integration, Mutual Funds, Separately Managed..., Asset Allocation, Portfolio Construction
Education
Michigan State University 1993 — 1997
BA, Finance
Walled Lake Central High School
Jody Lakota's Calamos Investments Experience April 2003 - April 2006
Job
Industry Marketing and Advertising
Experience
McGladrey LLP September 2008 - Present
Van Kampen Investments (Morgan Stanley Investment Management) May 2006 - February 2008
Calamos Investments April 2003 - April 2006
Morningstar, Inc. September 2000 - April 2003
DigitalWork.com October 1999 - July 2000
PLATINUM technology, Inc. (Computer Associates) July 1995 - July 1999
Skills
Market Research, Advertising, Art Direction, Procurement, Financial Services, Marketing Strategy, Marketing Communications, Marketing, Mutual Funds, Strategic Planning, Email Marketing, Relationship Management, Business Development, Asset Managment, CRM, Direct Marketing, Strategy, Integrated Marketing, Private Equity, Private Events, Social Media Marketing, Web Content, Conference Production, Project Planning, Event Planning, Marketing Management
Education
Drake University 1990 — 1994
BSBA
McGladrey LLP September 2008 - Present
Van Kampen Investments (Morgan Stanley Investment Management) May 2006 - February 2008
Calamos Investments April 2003 - April 2006
Morningstar, Inc. September 2000 - April 2003
DigitalWork.com October 1999 - July 2000
PLATINUM technology, Inc. (Computer Associates) July 1995 - July 1999
Skills
Market Research, Advertising, Art Direction, Procurement, Financial Services, Marketing Strategy, Marketing Communications, Marketing, Mutual Funds, Strategic Planning, Email Marketing, Relationship Management, Business Development, Asset Managment, CRM, Direct Marketing, Strategy, Integrated Marketing, Private Equity, Private Events, Social Media Marketing, Web Content, Conference Production, Project Planning, Event Planning, Marketing Management
Education
Drake University 1990 — 1994
BSBA
Clayton Day Clayton Day's Calamos Investments Experience January 2013 - December 2014
Job Chief Investment Officer at Celeran Ventures S.A.
Industry Investment Banking
Experience
Celeran Ventures S.A. January 2015 - Present
Calamos Investments January 2013 - December 2014
iStudyAbroad January 2010 - September 2012
Calim Private Equity January 2007 - December 2009
DMF Group - International University of Monaco August 2003 - January 2007
OPTAx Systems Inc. July 2001 - July 2003
TREMA Treasury Management June 1999 - June 2001
Skills
Private Equity, Strategic Planning, Entrepreneurship, Higher Education, Portfolio Management, Management, Program Management, Hedge Funds, Business Development, Strategic Partnerships, Management Consulting, Asset Management, Mergers & Acquisitions, Investments, Marketing Strategy, Educational Leadership, Public Speaking, Research, French, Financial Services
Education
Harvard Business School
MBA
University of Oxford
MA, Economics
Yale University
BA, History
Celeran Ventures S.A. January 2015 - Present
Calamos Investments January 2013 - December 2014
iStudyAbroad January 2010 - September 2012
Calim Private Equity January 2007 - December 2009
DMF Group - International University of Monaco August 2003 - January 2007
OPTAx Systems Inc. July 2001 - July 2003
TREMA Treasury Management June 1999 - June 2001
Skills
Private Equity, Strategic Planning, Entrepreneurship, Higher Education, Portfolio Management, Management, Program Management, Hedge Funds, Business Development, Strategic Partnerships, Management Consulting, Asset Management, Mergers & Acquisitions, Investments, Marketing Strategy, Educational Leadership, Public Speaking, Research, French, Financial Services
Education
Harvard Business School
MBA
University of Oxford
MA, Economics
Yale University
BA, History
Shreyans Shah Shreyans Shah's Calamos Investments Experience February 2011 - March 2013
Job Principal Enterprise Architect
Industry Financial Services
Experience
HighTower March 2013 - August 2015
Calamos Investments February 2011 - March 2013
American Residential Services June 2004 - January 2011
OAG May 2000 - June 2004
Panasonic May 1999 - May 2000
Intellution January 1997 - April 1999
Skills
IIS, .NET, Microsoft SQL Server, SQL, WCF, ASP.NET, VB.NET, C#, SDLC, Sitecore, SharePoint, jQuery, JavaScript, LINQ, SSRS, T-SQL, XML, Visual Studio, Agile Methodologies, Software Development, Integration, MCSD, Web Services, Enterprise Architecture, ASP.NET MVC, Windows, NHibernate, Relational Databases, Windows 7, Microsoft Certified..., Salesforce.com..., AngularJS, Design Patterns, Test Driven Development, Project Management, Web Analytics
Education
Kaplan University
Bachelor of Science
HighTower March 2013 - August 2015
Calamos Investments February 2011 - March 2013
American Residential Services June 2004 - January 2011
OAG May 2000 - June 2004
Panasonic May 1999 - May 2000
Intellution January 1997 - April 1999
Skills
IIS, .NET, Microsoft SQL Server, SQL, WCF, ASP.NET, VB.NET, C#, SDLC, Sitecore, SharePoint, jQuery, JavaScript, LINQ, SSRS, T-SQL, XML, Visual Studio, Agile Methodologies, Software Development, Integration, MCSD, Web Services, Enterprise Architecture, ASP.NET MVC, Windows, NHibernate, Relational Databases, Windows 7, Microsoft Certified..., Salesforce.com..., AngularJS, Design Patterns, Test Driven Development, Project Management, Web Analytics
Education
Kaplan University
Bachelor of Science
Ron Crudo Jr. MBA, CIS, ARPC, CIMA's Calamos Investments Experience May 2013 - Present
Job VP, Investment Consultant at Calamos Investments
Industry Investment Management
Experience
Calamos Investments May 2013 - Present
Columbia Management November 2006 - April 2013
Evergreen Investments January 2004 - October 2006
AllianceBernstein June 2000 - December 2003
Skills
The Fusion Group –..., Sequoia System..., Richardson – Sales..., Dr. Richard Shell –..., Ken Blanchard –..., Doug Lennick – Moral..., Mutual Funds, Managed Accounts, 529 Plans, Retirement Plans, Series 7, Series 66
Education
St. Peter's College 2000 — 2006
Master of Business Administration, International Business
Kean University 1996 — 2000
Bachelor of Science, Finance
Calamos Investments May 2013 - Present
Columbia Management November 2006 - April 2013
Evergreen Investments January 2004 - October 2006
AllianceBernstein June 2000 - December 2003
Skills
The Fusion Group –..., Sequoia System..., Richardson – Sales..., Dr. Richard Shell –..., Ken Blanchard –..., Doug Lennick – Moral..., Mutual Funds, Managed Accounts, 529 Plans, Retirement Plans, Series 7, Series 66
Education
St. Peter's College 2000 — 2006
Master of Business Administration, International Business
Kean University 1996 — 2000
Bachelor of Science, Finance
Samantha Shroba's Calamos Investments Experience December 2010 - February 2013
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Calamos Investments December 2010 - February 2013
Calamos Investments January 2010 - December 2010
Wells Fargo Advisors (Formerly A.G. Edwards/Wachovia Securites) January 2003 - April 2009
Skills
Mutual Funds, Financial Services, Series 7, Series 66, Sales, Customer Service, Strategic Financial..., Financial Advisory, Retirement Planning, Office Management, Office Administration, Administrative...
Education
Governors State University 2007 — 2009
BA Interdisciplinary Studies, Business
Joliet Junior College 2001 — 2003
AA General Studies, Business
Calamos Investments December 2010 - February 2013
Calamos Investments January 2010 - December 2010
Wells Fargo Advisors (Formerly A.G. Edwards/Wachovia Securites) January 2003 - April 2009
Skills
Mutual Funds, Financial Services, Series 7, Series 66, Sales, Customer Service, Strategic Financial..., Financial Advisory, Retirement Planning, Office Management, Office Administration, Administrative...
Education
Governors State University 2007 — 2009
BA Interdisciplinary Studies, Business
Joliet Junior College 2001 — 2003
AA General Studies, Business
Jeff Kelley Jeff Kelley's Calamos Investments Experience April 2013 - Present
Job Senior Vice President, Head of Marketing at Calamos Investments
Industry Financial Services
Experience
Calamos Investments April 2013 - Present
White, Weld & Co. March 2012 - December 2012
Guggenheim Partners August 2006 - March 2012
Calamos Investments 2002 - 2006
Nuveen Investments January 1997 - May 2002
Morningstar 1992 - 1996
Skills
Marketing Communications, Corporate Communications, Mutual Funds, Media Relations, Asset Management, Hedge Funds, Internal Communications, Executive Communications, Strategic Communications, Marketing Strategy, Marketing, Digital Marketing, Alternative Investments, Closed-end Funds, Private Placements, ETFs, Family Office, Wealth Management, Asset Managment, Communication Training
Education
Kenyon College
B.A., English Literature
University of Chicago
M.A., English Literature
Calamos Investments April 2013 - Present
White, Weld & Co. March 2012 - December 2012
Guggenheim Partners August 2006 - March 2012
Calamos Investments 2002 - 2006
Nuveen Investments January 1997 - May 2002
Morningstar 1992 - 1996
Skills
Marketing Communications, Corporate Communications, Mutual Funds, Media Relations, Asset Management, Hedge Funds, Internal Communications, Executive Communications, Strategic Communications, Marketing Strategy, Marketing, Digital Marketing, Alternative Investments, Closed-end Funds, Private Placements, ETFs, Family Office, Wealth Management, Asset Managment, Communication Training
Education
Kenyon College
B.A., English Literature
University of Chicago
M.A., English Literature
Paul Ryndak, CFA Paul Ryndak, CFA's Calamos Investments Experience September 2013 - Present
Job VP, International Cyclicals Sector Head
Industry Financial Services
Experience
Calamos Investments September 2013 - Present
Fitch Ratings June 2012 - August 2013
Calamos Investments April 2002 - June 2012
GE Capital May 2000 - April 2002
Skills
Bloomberg, Microsoft Excel, factset, currency hedging, EVA analysis, Financial Statement..., Credit Analysis, Options, Convertible Securities, Hedging, Asset Management, Equities, Finance, Equity Valuation, Portfolio Management, Investment Strategies, Risk Management, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2009
Masters of Science, Finance
Eastern Illinois University 1996 — 2000
B.S., Finance
Calamos Investments September 2013 - Present
Fitch Ratings June 2012 - August 2013
Calamos Investments April 2002 - June 2012
GE Capital May 2000 - April 2002
Skills
Bloomberg, Microsoft Excel, factset, currency hedging, EVA analysis, Financial Statement..., Credit Analysis, Options, Convertible Securities, Hedging, Asset Management, Equities, Finance, Equity Valuation, Portfolio Management, Investment Strategies, Risk Management, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2009
Masters of Science, Finance
Eastern Illinois University 1996 — 2000
B.S., Finance
Jon Brackmann, CIMA®, MBA Jon Brackmann, CIMA®, MBA's Calamos Investments Experience January 2004 - March 2011
Job Executive Director/Financial Advisor at Axxcess Wealth Management, LLC
Industry Financial Services
Experience
Axxcess Wealth Management, LLC March 2011 - Present
Calamos Investments January 2004 - March 2011
Calamos Investments October 1999 - December 2003
Skills
Licensing, Series 7, Investment Management, Investment Advisory, CIMA, Series 63, Series 65, Financial Services, Series 24, Asset Allocation, Asset Management, Financial Advisory, Securities, Separately Managed..., Retirement, Wealth Management, Management, Insurance, Sales, Due Diligence, Banking, Investments, 401k, Retirement Planning, Morningstar, Investment Strategies, Alternative Investments, Uniform Combined State...
Education
University of Phoenix 2006 — 2008
MBA, Master of Business Administration
Iowa State University - College of Business 1994 — 1998
Bachelor of Science, Marketing
Glenbard West
Axxcess Wealth Management, LLC March 2011 - Present
Calamos Investments January 2004 - March 2011
Calamos Investments October 1999 - December 2003
Skills
Licensing, Series 7, Investment Management, Investment Advisory, CIMA, Series 63, Series 65, Financial Services, Series 24, Asset Allocation, Asset Management, Financial Advisory, Securities, Separately Managed..., Retirement, Wealth Management, Management, Insurance, Sales, Due Diligence, Banking, Investments, 401k, Retirement Planning, Morningstar, Investment Strategies, Alternative Investments, Uniform Combined State...
Education
University of Phoenix 2006 — 2008
MBA, Master of Business Administration
Iowa State University - College of Business 1994 — 1998
Bachelor of Science, Marketing
Glenbard West
Cara Mossington Cara Mossington's Calamos Investments Experience August 2011 - April 2015
Job Director of Marketing at Managed Asset Portfolios, LLC
Industry Financial Services
Experience
Managed Asset Portfolios, LLC June 2015 - Present
Calamos Investments August 2011 - April 2015
Milstein Family / HPM Partners June 2008 - 2011
Northern Trust June 1998 - June 2008
Education
Michigan State University 1991 — 1995
B.A., Marketing
Managed Asset Portfolios, LLC June 2015 - Present
Calamos Investments August 2011 - April 2015
Milstein Family / HPM Partners June 2008 - 2011
Northern Trust June 1998 - June 2008
Education
Michigan State University 1991 — 1995
B.A., Marketing
Gregory Rawls, CFA, CAIA Gregory Rawls, CFA, CAIA's Calamos Investments Experience 2005 - 2008
Job Analyst at Invesco
Industry Investment Management
Experience
Invesco 2012 - Present
Midwest Mezzanine 2010 - 2012
Calamos Investments 2005 - 2008
Skills
Investments, Equities, Series 7, Bloomberg, Chartered Financial..., Financial Statement..., Fundamental Analysis
Education
Marquette University
Applied Investment Management
University of Notre Dame
Master of Science (MS), Finance, General
WWS
Invesco 2012 - Present
Midwest Mezzanine 2010 - 2012
Calamos Investments 2005 - 2008
Skills
Investments, Equities, Series 7, Bloomberg, Chartered Financial..., Financial Statement..., Fundamental Analysis
Education
Marquette University
Applied Investment Management
University of Notre Dame
Master of Science (MS), Finance, General
WWS
Jerry Teagardner Jerry Teagardner's Calamos Investments Experience January 2005 - January 2010
Job Experienced Finance Professional
Industry Financial Services
Experience
Calamos Investments January 2005 - January 2010
Huntington National Bank 2001 - 2004
Macloud Financial 2000 - May 2001
Skills
Accounting, Analysis, Auditing, Finance, Fund Accounting, Mutual Funds, Investments, Securities, Trading
Education
Illinois Institute of Technology
Master of Science, Financial Markets; Investments
Kent State University
Bachelor of Science, Business Administration; Finance
Calamos Investments January 2005 - January 2010
Huntington National Bank 2001 - 2004
Macloud Financial 2000 - May 2001
Skills
Accounting, Analysis, Auditing, Finance, Fund Accounting, Mutual Funds, Investments, Securities, Trading
Education
Illinois Institute of Technology
Master of Science, Financial Markets; Investments
Kent State University
Bachelor of Science, Business Administration; Finance
Jason Cain's Calamos Investments Experience September 2007 - July 2011
Job Jason M. Cain joins Mirador Family Wealth Advisors
Industry Financial Services
Experience
Mirador Family Wealth Advisors April 2015 - Present
Credit Suisse July 2011 - April 2015
Calamos Family Office LLC September 2007 - July 2011
Calamos Investments September 2007 - July 2011
Barnes & Thornburg LLP March 2003 - September 2007
FagelHaber LLC January 2001 - March 2003
Gould & Ratner LLP August 1995 - January 2001
Metzler and Hager August 1994 - August 1995
Skills
Wealth Management, Asset Protection, Financial Planners, Estate Planning, Securities, Alternative Investments, Investment Advisory, Hedge Funds, Trusts, Investments, Private Equity, Investment Management, Mutual Funds, Asset Managment, Wealth Management..., Family Office, Tax, Due Diligence, High Net Worth..., Series 7
Education
DePaul University College of Law 1993 — 1994
LL.M., Taxation
Widener University School of Law 1990 — 1993
JD, Law
Illinois State University 1986 — 1990
BS, Business, Political Science
Mirador Family Wealth Advisors April 2015 - Present
Credit Suisse July 2011 - April 2015
Calamos Family Office LLC September 2007 - July 2011
Calamos Investments September 2007 - July 2011
Barnes & Thornburg LLP March 2003 - September 2007
FagelHaber LLC January 2001 - March 2003
Gould & Ratner LLP August 1995 - January 2001
Metzler and Hager August 1994 - August 1995
Skills
Wealth Management, Asset Protection, Financial Planners, Estate Planning, Securities, Alternative Investments, Investment Advisory, Hedge Funds, Trusts, Investments, Private Equity, Investment Management, Mutual Funds, Asset Managment, Wealth Management..., Family Office, Tax, Due Diligence, High Net Worth..., Series 7
Education
DePaul University College of Law 1993 — 1994
LL.M., Taxation
Widener University School of Law 1990 — 1993
JD, Law
Illinois State University 1986 — 1990
BS, Business, Political Science
Chris Kuiper, CFA Chris Kuiper, CFA's Calamos Investments Experience January 2011 - July 2014
Job MA Fellow at Mercatus Center at George Mason University
Industry Think Tanks
Experience
Mercatus Center at George Mason University August 2014 - Present
Calamos Investments January 2011 - July 2014
TCF Bank June 2009 - December 2010
MF Global February 2009 - May 2009
Dordt College January 2007 - December 2008
Dordt College Defender Capital Management January 2007 - December 2008
Dordt College Comedy League August 2006 - May 2008
Main Street Financial Services April 2006 - August 2006
Skills
Analysis, Customer Service, Valuation, Portfolio Management, Investments, Finance, Asset Management, Derivatives, Management, Microsoft Office, Mutual Funds, Credit, Microsoft Excel, Financial Analysis, Equities, Research, Financial Modeling, Public Speaking, Economics
Education
George Mason University 2014 — 2016
Master of Arts (MA), Economics
Dordt College 2005 — 2009
BA, Business Administration, Finance, Economics, Sociology
Mercatus Center at George Mason University August 2014 - Present
Calamos Investments January 2011 - July 2014
TCF Bank June 2009 - December 2010
MF Global February 2009 - May 2009
Dordt College January 2007 - December 2008
Dordt College Defender Capital Management January 2007 - December 2008
Dordt College Comedy League August 2006 - May 2008
Main Street Financial Services April 2006 - August 2006
Skills
Analysis, Customer Service, Valuation, Portfolio Management, Investments, Finance, Asset Management, Derivatives, Management, Microsoft Office, Mutual Funds, Credit, Microsoft Excel, Financial Analysis, Equities, Research, Financial Modeling, Public Speaking, Economics
Education
George Mason University 2014 — 2016
Master of Arts (MA), Economics
Dordt College 2005 — 2009
BA, Business Administration, Finance, Economics, Sociology
Sara Rinaldo Sara Rinaldo's Calamos Investments Experience June 2008 - April 2010
Job Senior Associate, Procurement at Discover Financial Services
Industry Investment Management
Experience
Discover Financial Services October 2013 - Present
Discover Financial Services January 2011 - October 2013
Calamos Investments June 2008 - April 2010
USG September 2007 - June 2008
Equity Office Properties January 2006 - September 2007
Zeller Realty Group June 2004 - December 2005
Skills
Tax, Fixed Assets, Accounting, General Ledger, Microsoft Excel, Procurement, Data Analysis, Access Database, Market Intelligence, Due Diligence, Research, Financial Analysis, Financial Reporting
Education
Lake Forest College
Bachelor of Arts, Finance; Psychology
Discover Financial Services October 2013 - Present
Discover Financial Services January 2011 - October 2013
Calamos Investments June 2008 - April 2010
USG September 2007 - June 2008
Equity Office Properties January 2006 - September 2007
Zeller Realty Group June 2004 - December 2005
Skills
Tax, Fixed Assets, Accounting, General Ledger, Microsoft Excel, Procurement, Data Analysis, Access Database, Market Intelligence, Due Diligence, Research, Financial Analysis, Financial Reporting
Education
Lake Forest College
Bachelor of Arts, Finance; Psychology
Vinny Corona Vinny Corona's Calamos Investments Experience February 2004 - April 2008
Job
Industry Information Technology and Services
Experience
EMC August 2011 - Present
UBS April 2008 - July 2011
Calamos Investments February 2004 - April 2008
Millward Brown March 2002 - February 2004
BCD Travel August 2001 - March 2002
Hedstrom Corporation 1998 - 2001
Invensys Controls 1994 - 1998
Skills
SRDF, Storage Area Networks, Cisco Technologies, Netbackup, Enterprise Vault, UCS, PowerPath, Virtualization, Storage, Sun, Clariion, Cluster, EMC Storage, Microsoft SQL Server, Replication, Storage Virtualization, Symmetrix, VMware ESX, VMware Infrastructure, Windows Server, vSphere
Education
Elmhurst College
Bachelor of Science, Information Systems
EMC August 2011 - Present
UBS April 2008 - July 2011
Calamos Investments February 2004 - April 2008
Millward Brown March 2002 - February 2004
BCD Travel August 2001 - March 2002
Hedstrom Corporation 1998 - 2001
Invensys Controls 1994 - 1998
Skills
SRDF, Storage Area Networks, Cisco Technologies, Netbackup, Enterprise Vault, UCS, PowerPath, Virtualization, Storage, Sun, Clariion, Cluster, EMC Storage, Microsoft SQL Server, Replication, Storage Virtualization, Symmetrix, VMware ESX, VMware Infrastructure, Windows Server, vSphere
Education
Elmhurst College
Bachelor of Science, Information Systems
Brian Serle Brian Serle's Calamos Investments Experience 1999 - 2000
Job RiverSource Distributors (Ameriprise)
Industry Insurance
Experience
Retired and enjoying time with family June 2015 - Present
RiverSource Distributors (Ameriprise) July 2014 - June 2015
AIG Advisor Group November 2013 - July 2014
RiverSource Distributors (Ameriprise) January 2010 - November 2013
Hartford Life August 2006 - August 2009
Allianz Life 2005 - 2006
Wells Fargo 2003 - 2005
Associated Bank 2002 - 2003
Sun Life 2000 - 2002
Calamos Investments 1999 - 2000
Skills
Life Insurance, Retirement, Fixed Annuities, Investments, Retirement Planning, 401k, Long-term Care, Financial Advisory, Insurance, Strategic Planning, Strategic Financial..., Disability Insurance
Education
Hamline University 2005 — 2017
Masters in Education, Teaching English as a Second or Foreign Language/ESL Language Instructor
Kean University 1970 — 1976
BA, Business Administration, Spanish
American College
CLU, Chartered Financial Consultant
Retired and enjoying time with family June 2015 - Present
RiverSource Distributors (Ameriprise) July 2014 - June 2015
AIG Advisor Group November 2013 - July 2014
RiverSource Distributors (Ameriprise) January 2010 - November 2013
Hartford Life August 2006 - August 2009
Allianz Life 2005 - 2006
Wells Fargo 2003 - 2005
Associated Bank 2002 - 2003
Sun Life 2000 - 2002
Calamos Investments 1999 - 2000
Skills
Life Insurance, Retirement, Fixed Annuities, Investments, Retirement Planning, 401k, Long-term Care, Financial Advisory, Insurance, Strategic Planning, Strategic Financial..., Disability Insurance
Education
Hamline University 2005 — 2017
Masters in Education, Teaching English as a Second or Foreign Language/ESL Language Instructor
Kean University 1970 — 1976
BA, Business Administration, Spanish
American College
CLU, Chartered Financial Consultant
Terrence LaBant Terrence LaBant's Calamos Investments Experience September 2011 - Present
Job Vice President, Senior Wealth Strategist at Calamos Investments
Industry Accounting
Experience
Calamos Investments September 2011 - Present
Ostrow Reisin Berk & Abrams May 2008 - August 2011
Fuchs & Roselli, Ltd. April 2005 - May 2008
Terrence M. LaBant, Attorney at Law June 2003 - April 2005
Ungaretti & Harris LLP December 1998 - June 2003
Wildman Harrold July 1996 - December 1998
Katten Muchin Rosenman LLP July 1995 - July 1996
D'Ancona & Pflaum July 1994 - July 1995
Hahn Loeser & Parks LLP September 1992 - July 1994
Skills
Estate Planning, Tax, Tax-planning, Charitable Gift Planning, Estate Preservation
Education
Northwestern University School of Law 1989 — 1992
JD
John Carroll University 1985 — 1989
BA, Political Science
Calamos Investments September 2011 - Present
Ostrow Reisin Berk & Abrams May 2008 - August 2011
Fuchs & Roselli, Ltd. April 2005 - May 2008
Terrence M. LaBant, Attorney at Law June 2003 - April 2005
Ungaretti & Harris LLP December 1998 - June 2003
Wildman Harrold July 1996 - December 1998
Katten Muchin Rosenman LLP July 1995 - July 1996
D'Ancona & Pflaum July 1994 - July 1995
Hahn Loeser & Parks LLP September 1992 - July 1994
Skills
Estate Planning, Tax, Tax-planning, Charitable Gift Planning, Estate Preservation
Education
Northwestern University School of Law 1989 — 1992
JD
John Carroll University 1985 — 1989
BA, Political Science
Adrienne Brockington-Brown Adrienne Brockington-Brown's Calamos Investments Experience 2006 - 2008
Job Entrepreneur
Industry Professional Training & Coaching
Experience
Radiant Systems (NJEDA) January 2014 - June 2014
Nationwide Financial July 2011 - January 2014
Nationwide Financial October 2011 - December 2012
Nationwide Financial 2009 - June 2011
Calamos Investments 2006 - 2008
Scottrade 2005 - 2006
Scottrade 2004 - 2005
RRI Energy, Inc. 2002 - 2003
Skills
Mutual Funds, Investments, Financial Reporting, Business Process..., Project Management, Business Analysis, Problem Solving, Strategic Planning, Organization, Highly Responsive, Follow-through Skills, Strategy, Cross-functional Team..., Management, Business Continuity..., Finance, Training, Corporate Actions, Change Management, Auditing
Education
Webster University 2006 — 2008
MBA, Business
Saint Louis University 1997 — 2002
BSBA, Finance
Johnson C. Smith University - JCSU
Johnson C. Smith University - JCSU
Radiant Systems (NJEDA) January 2014 - June 2014
Nationwide Financial July 2011 - January 2014
Nationwide Financial October 2011 - December 2012
Nationwide Financial 2009 - June 2011
Calamos Investments 2006 - 2008
Scottrade 2005 - 2006
Scottrade 2004 - 2005
RRI Energy, Inc. 2002 - 2003
Skills
Mutual Funds, Investments, Financial Reporting, Business Process..., Project Management, Business Analysis, Problem Solving, Strategic Planning, Organization, Highly Responsive, Follow-through Skills, Strategy, Cross-functional Team..., Management, Business Continuity..., Finance, Training, Corporate Actions, Change Management, Auditing
Education
Webster University 2006 — 2008
MBA, Business
Saint Louis University 1997 — 2002
BSBA, Finance
Johnson C. Smith University - JCSU
Johnson C. Smith University - JCSU
Christopher Schelling, CAIA's Calamos Investments Experience April 2002 - January 2004
Job
Industry Financial Services
Experience
Texas Municipal Retirement January 2015 - Present
University of Kentucky January 2013 - December 2014
Kentucky Retirement Systems September 2011 - December 2014
Mercer Investment Consulting December 2009 - August 2011
Thomson Reuters April 2004 - December 2009
Bear Stearns January 2004 - March 2004
CALAMOS INVESTMENTS April 2002 - January 2004
American Express Financial Advisors June 2001 - September 2001
Neumann Homes August 1999 - May 2000
Skills
Investments, Hedge Funds, Alternative Investments, Capital Markets, Fixed Income, Pension Funds, Asset Management, Derivatives, Options, Strategy, Equities, Quantitative Research, Asset Managment, Finance, Financial Risk, Due Diligence, Private Equity, Quantitative Analytics, Financial Modeling, Portfolio Management, Investment Management
Education
Illinois Institute of Technology 2004 — 2006
MS
University of Illinois at Chicago 2000 — 2001
MBA
University of Illinois at Urbana-Champaign 1994 — 1998
BS
Marmion Academy
Texas Municipal Retirement January 2015 - Present
University of Kentucky January 2013 - December 2014
Kentucky Retirement Systems September 2011 - December 2014
Mercer Investment Consulting December 2009 - August 2011
Thomson Reuters April 2004 - December 2009
Bear Stearns January 2004 - March 2004
CALAMOS INVESTMENTS April 2002 - January 2004
American Express Financial Advisors June 2001 - September 2001
Neumann Homes August 1999 - May 2000
Skills
Investments, Hedge Funds, Alternative Investments, Capital Markets, Fixed Income, Pension Funds, Asset Management, Derivatives, Options, Strategy, Equities, Quantitative Research, Asset Managment, Finance, Financial Risk, Due Diligence, Private Equity, Quantitative Analytics, Financial Modeling, Portfolio Management, Investment Management
Education
Illinois Institute of Technology 2004 — 2006
MS
University of Illinois at Chicago 2000 — 2001
MBA
University of Illinois at Urbana-Champaign 1994 — 1998
BS
Marmion Academy
Bridgette (Cady) Thompson's Calamos Investments Experience 2008 - August 2012
Job Influential leader with a passion for elevating the strategic role of Marketing for over 10 years
Industry Financial Services
Experience
Invesco PowerShares December 2014 - Present
Invesco PowerShares July 2013 - November 2014
Plan Sponsor Advisors, a division of Pavilion Advisory Group Inc. December 2012 - July 2013
Calamos Investments 2008 - August 2012
Calamos Investments 2007 - 2008
Calamos Investments 2006 - 2007
Skills
Corporate Communications, Advertising, Marketing Strategy, Marketing Communications, Relationship Management, Digital Marketing, Email Marketing, Business Relationship..., Competitive Analysis, Investment and Product..., Communication, Investments, Vendor Management, E-commerce, Management, Marketing, Press Releases, Public Relations, Integrated Marketing, Retirement, Financial Services, Strategic Communications, Digital Strategy, Social Media Marketing, Online Marketing, Brand Management, Online Advertising, Marketing Management, Media Relations, Google Analytics, Event Management, Project Management, Direct Marketing, Budgets, Leadership, Sales, CRM, Mutual Funds, Lead Generation, ETFs, SEO, Web Analytics, Brand Development, Strategy, Asset Management, Social Media, Salesforce.com
Education
Dominican University
Bachelor of Arts (B.A.), Business administration and corporate communications
Invesco PowerShares December 2014 - Present
Invesco PowerShares July 2013 - November 2014
Plan Sponsor Advisors, a division of Pavilion Advisory Group Inc. December 2012 - July 2013
Calamos Investments 2008 - August 2012
Calamos Investments 2007 - 2008
Calamos Investments 2006 - 2007
Skills
Corporate Communications, Advertising, Marketing Strategy, Marketing Communications, Relationship Management, Digital Marketing, Email Marketing, Business Relationship..., Competitive Analysis, Investment and Product..., Communication, Investments, Vendor Management, E-commerce, Management, Marketing, Press Releases, Public Relations, Integrated Marketing, Retirement, Financial Services, Strategic Communications, Digital Strategy, Social Media Marketing, Online Marketing, Brand Management, Online Advertising, Marketing Management, Media Relations, Google Analytics, Event Management, Project Management, Direct Marketing, Budgets, Leadership, Sales, CRM, Mutual Funds, Lead Generation, ETFs, SEO, Web Analytics, Brand Development, Strategy, Asset Management, Social Media, Salesforce.com
Education
Dominican University
Bachelor of Arts (B.A.), Business administration and corporate communications
J Christopher Jackson J Christopher Jackson's Calamos Investments Experience April 2010 - Present
Job Senior Vice President & General Counsel at Calamos Investments
Industry Financial Services
Experience
Calamos Investments April 2010 - Present
Deutsche Asset Management December 2006 - April 2010
Hansberger Global Investors September 1996 - December 2006
Van Kampen Investments March 1986 - September 1996
Skills
Securities, Compliance, Corporate Law, Mutual Funds, Asset Management, Risk Management, Team Building, Contract Negotiation, Negotiation, Financial Services, Investments, Series 7, Legal Compliance, Derivatives, Hedge Funds, Financial Risk, Series 24, Securities Regulation, AML, Banking, Asset Managment, Due Diligence, SEC, FINRA, Alternative Investments, Investment Management, Portfolio Management, Corporate Governance, Finance, Structured Finance, Fixed Income, Private Equity, Joint Ventures, Insurance, Mergers & Acquisitions, Series 63, Corporate Finance, ETFs, Equities, Investment Company Act, Capital Markets, Venture Capital, Financial Markets, Investment Advisory, Executive Management, Financial Regulation, Investor Relations, IPO, Fund Of Funds, Licensing
Education
University of Tulsa College of Law 1974 — 1977
JD, Law
Northern Illinois University 1973 — 1974
Masters, Economics
Illinois Wesleyan University 1969 — 1973
B.A., E
Calamos Investments April 2010 - Present
Deutsche Asset Management December 2006 - April 2010
Hansberger Global Investors September 1996 - December 2006
Van Kampen Investments March 1986 - September 1996
Skills
Securities, Compliance, Corporate Law, Mutual Funds, Asset Management, Risk Management, Team Building, Contract Negotiation, Negotiation, Financial Services, Investments, Series 7, Legal Compliance, Derivatives, Hedge Funds, Financial Risk, Series 24, Securities Regulation, AML, Banking, Asset Managment, Due Diligence, SEC, FINRA, Alternative Investments, Investment Management, Portfolio Management, Corporate Governance, Finance, Structured Finance, Fixed Income, Private Equity, Joint Ventures, Insurance, Mergers & Acquisitions, Series 63, Corporate Finance, ETFs, Equities, Investment Company Act, Capital Markets, Venture Capital, Financial Markets, Investment Advisory, Executive Management, Financial Regulation, Investor Relations, IPO, Fund Of Funds, Licensing
Education
University of Tulsa College of Law 1974 — 1977
JD, Law
Northern Illinois University 1973 — 1974
Masters, Economics
Illinois Wesleyan University 1969 — 1973
B.A., E
Mia Nelson Mia Nelson's Calamos Investments Experience October 2007 - May 2013
Job Director of Tax at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC May 2013 - Present
Calamos Investments October 2007 - May 2013
Charles J. Gries & Company LLP July 2005 - September 2007
Skills
CPA, Mutual Funds, Tax Reporting, Financial Reporting, Accounting, GAAP, Tax, Tax Accounting, Financial Analysis, Hedge Funds, Account Reconciliation, Partnership Taxation
Education
Iowa State University - College of Business 2001 — 2005
Bachelors, Accounting
Jackson National Asset Management, LLC May 2013 - Present
Calamos Investments October 2007 - May 2013
Charles J. Gries & Company LLP July 2005 - September 2007
Skills
CPA, Mutual Funds, Tax Reporting, Financial Reporting, Accounting, GAAP, Tax, Tax Accounting, Financial Analysis, Hedge Funds, Account Reconciliation, Partnership Taxation
Education
Iowa State University - College of Business 2001 — 2005
Bachelors, Accounting
Corey Becker Corey Becker's Calamos Investments Experience June 2013 - September 2014
Job Financial Analyst Framework Development
Industry Information Technology and Services
Experience
Strata Decision Technology September 2014 - Present
Calamos Investments June 2013 - September 2014
University of Iowa August 2011 - May 2013
Honkamp Krueger Financial Services May 2012 - August 2012
IBM March 2010 - August 2011
IBM November 2009 - March 2010
Skills
Analysis, Data Analysis, Forecasting, Microsoft Excel, Financial Modeling, Financial Analysis, Financial Reporting, PowerPoint, Risk Management, Team Leadership, Process Improvement, Business Analysis, Microsoft Office, Six Sigma, Leadership, Project Planning, Management, Portfolio Management, Applied Mathematics, Budgets, Competitive Analysis, Access, Excel, Program Management, Microsoft Word, Matlab, Quantitative Research, Quantitative Analytics, SQL, Word, Problem Solving, Budgeting, Programming, Analytics, Visual Basic, Statistics, Windows, VBA, Lean Initiatives, C++, Finance, Strategy, Investments, Corporate Finance, Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
M.B.A., Finance
Loras College 2005 — 2009
B.Sc., Applied Mathematics and Finance
Waterford Union High School 2001 — 2005
High School Diploma
Strata Decision Technology September 2014 - Present
Calamos Investments June 2013 - September 2014
University of Iowa August 2011 - May 2013
Honkamp Krueger Financial Services May 2012 - August 2012
IBM March 2010 - August 2011
IBM November 2009 - March 2010
Skills
Analysis, Data Analysis, Forecasting, Microsoft Excel, Financial Modeling, Financial Analysis, Financial Reporting, PowerPoint, Risk Management, Team Leadership, Process Improvement, Business Analysis, Microsoft Office, Six Sigma, Leadership, Project Planning, Management, Portfolio Management, Applied Mathematics, Budgets, Competitive Analysis, Access, Excel, Program Management, Microsoft Word, Matlab, Quantitative Research, Quantitative Analytics, SQL, Word, Problem Solving, Budgeting, Programming, Analytics, Visual Basic, Statistics, Windows, VBA, Lean Initiatives, C++, Finance, Strategy, Investments, Corporate Finance, Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
M.B.A., Finance
Loras College 2005 — 2009
B.Sc., Applied Mathematics and Finance
Waterford Union High School 2001 — 2005
High School Diploma
Lindsey McCormack Lindsey McCormack's Calamos Investments Experience March 2014 - Present
Job Executive Assistant at Calamos Investments
Industry Financial Services
Experience
Calamos Investments March 2014 - Present
Education
Eastern Illinois University
Bachelor's degree, Family and Consumer Sciences/Human Sciences Communication
Calamos Investments March 2014 - Present
Education
Eastern Illinois University
Bachelor's degree, Family and Consumer Sciences/Human Sciences Communication
Jonathan Giardelli Jonathan Giardelli's Calamos Investments Experience July 2013 - Present
Job Systems Support Specialist
Industry Information Technology and Services
Experience
Calamos Investments July 2013 - Present
Self Employed 2010 - Present
Ruby Tuesday October 2010 - July 2013
Staples August 2007 - July 2010
MAST Academy August 2006 - May 2007
South Miami Community Center May 2006 - August 2006
Skills
Computer Repair, Computers, Technical Support, Networking, Troubleshooting, Laptops, Printers, Microsoft Office, Windows 7, Help Desk Support, Active Directory, Desktop Computers
Education
Miami Dade College 2008 — 2010
Associate of Arts (AA), Computer Engineering
MAST AcademyMaritime and Science Technology High School 2003 — 2007
Computer Science
Calamos Investments July 2013 - Present
Self Employed 2010 - Present
Ruby Tuesday October 2010 - July 2013
Staples August 2007 - July 2010
MAST Academy August 2006 - May 2007
South Miami Community Center May 2006 - August 2006
Skills
Computer Repair, Computers, Technical Support, Networking, Troubleshooting, Laptops, Printers, Microsoft Office, Windows 7, Help Desk Support, Active Directory, Desktop Computers
Education
Miami Dade College 2008 — 2010
Associate of Arts (AA), Computer Engineering
MAST AcademyMaritime and Science Technology High School 2003 — 2007
Computer Science
Kelly L. Rongaus Kelly L. Rongaus's Calamos Investments Experience March 2014 - November 2014
Job Consultant at BKD Wealth Advisors
Industry Financial Services
Experience
BKD Wealth Advisors November 2014 - Present
Calamos Investments March 2014 - November 2014
Institute for Regulatory Policy Studies May 2012 - March 2014
Wolf Financial Management LLC June 2008 - August 2010
First United Mortgage Corporation October 2005 - June 2008
Skills
Economics, Microsoft Excel, Data Analysis, Leadership, Detailed Organization, Microsoft Word, Teamwork, Process Improvement, Research, Analysis, Written Communications, Economic Analysis, Process Management, Account Reconciliation, Creative Problem Solving, Project Administration, SharePoint, SharePoint Designer, Report Preparation, Troubleshooting, PowerPoint
Education
Illinois State University
August 2010 - May 2013, Bachelor of Science, Economics, Magna Cum Laude
BKD Wealth Advisors November 2014 - Present
Calamos Investments March 2014 - November 2014
Institute for Regulatory Policy Studies May 2012 - March 2014
Wolf Financial Management LLC June 2008 - August 2010
First United Mortgage Corporation October 2005 - June 2008
Skills
Economics, Microsoft Excel, Data Analysis, Leadership, Detailed Organization, Microsoft Word, Teamwork, Process Improvement, Research, Analysis, Written Communications, Economic Analysis, Process Management, Account Reconciliation, Creative Problem Solving, Project Administration, SharePoint, SharePoint Designer, Report Preparation, Troubleshooting, PowerPoint
Education
Illinois State University
August 2010 - May 2013, Bachelor of Science, Economics, Magna Cum Laude
Patrick Coyne Patrick Coyne's Calamos Investments Experience November 2010 - July 2011
Job Managing Director, Head of Marketing at Alpine Funds
Industry Financial Services
Experience
Alpine Woods Capital Investors July 2011 - Present
Calamos Investments November 2010 - July 2011
Legg Mason 2004 - 2010
PIMCO 2000 - 2004
OppenheimerFunds 1997 - 2000
Scudder Investments 1992 - 1997
Skills
Equities, Marketing, Relationship Management, Advertising, Positioning, Brand Management, Business Strategy, New Business Development, Finance, Collateral, Sales, Strategy, Public Speaking, Content Management, Asset Management, Financial Services, Investments, Management, Series 7, Fixed Income, Series 63, Alternative Investments
Education
Marist College 1987 — 1991
B.S, Business Administration; Finance
John. S. Burke 1983 — 1987
High School
Alpine Woods Capital Investors July 2011 - Present
Calamos Investments November 2010 - July 2011
Legg Mason 2004 - 2010
PIMCO 2000 - 2004
OppenheimerFunds 1997 - 2000
Scudder Investments 1992 - 1997
Skills
Equities, Marketing, Relationship Management, Advertising, Positioning, Brand Management, Business Strategy, New Business Development, Finance, Collateral, Sales, Strategy, Public Speaking, Content Management, Asset Management, Financial Services, Investments, Management, Series 7, Fixed Income, Series 63, Alternative Investments
Education
Marist College 1987 — 1991
B.S, Business Administration; Finance
John. S. Burke 1983 — 1987
High School
Denis Fradlin Denis Fradlin's Calamos Investments Experience May 2005 - September 2006
Job Technology Specialist at TSA
Industry Information Technology and Services
Experience
TSA November 2012 - Present
Legg Mason Capital Management September 2006 - November 2012
Calamos Investments May 2005 - September 2006
Fidelity Investments July 1998 - May 2005
Software Emancipation Technologies May 1997 - July 1998
Intellicomm Inc. September 1995 - May 1997
Microsoft May 1996 - August 1996
Skills
.NET, ASP.NET, C#, Microsoft SQL Server, Java, T-SQL, SOA, SSRS, ASP.NET MVC, Agile Methodologies, SQL, JavaScript
Education
Harvard University 1998 — 2002
MS, Computer Science
University of Pennsylvania 1994 — 1997
BS, Computer Science
TSA November 2012 - Present
Legg Mason Capital Management September 2006 - November 2012
Calamos Investments May 2005 - September 2006
Fidelity Investments July 1998 - May 2005
Software Emancipation Technologies May 1997 - July 1998
Intellicomm Inc. September 1995 - May 1997
Microsoft May 1996 - August 1996
Skills
.NET, ASP.NET, C#, Microsoft SQL Server, Java, T-SQL, SOA, SSRS, ASP.NET MVC, Agile Methodologies, SQL, JavaScript
Education
Harvard University 1998 — 2002
MS, Computer Science
University of Pennsylvania 1994 — 1997
BS, Computer Science
Josh Olson Josh Olson's Calamos Investments Experience November 2013 - Present
Job Senior Compliance Associate at Calamos Investments
Industry Financial Services
Experience
Calamos Investments November 2013 - Present
Calamos Investments May 2006 - November 2013
Fifth Third Bank October 2004 - May 2006
Scudder Investments September 1998 - May 2004
FirstBank August 1997 - August 1998
Skills
Series 24, Series 7, Series 6, Series 63, Mutual Funds
Education
Loras College 1993 — 1997
Bachelor of Arts (B.A.)
Calamos Investments November 2013 - Present
Calamos Investments May 2006 - November 2013
Fifth Third Bank October 2004 - May 2006
Scudder Investments September 1998 - May 2004
FirstBank August 1997 - August 1998
Skills
Series 24, Series 7, Series 6, Series 63, Mutual Funds
Education
Loras College 1993 — 1997
Bachelor of Arts (B.A.)
Kitson Marr's Calamos Investments Experience September 2014 - Present
Job Marketing Associate at Calamos Investments
Industry Financial Services
Experience
Calamos Investments September 2014 - Present
J.P. Morgan January 2013 - August 2014
J.P. Morgan August 2011 - January 2013
Assumption University of Thailand May 2010 - May 2011
RLF Communications February 2009 - December 2009
Teton Valley Ranch Camp May 2009 - August 2009
TeleConsultants, Inc. May 2008 - August 2008
Skills
Dreamweaver, Photoshop, Microsoft Office, InDesign, Final Cut Pro, Public Relations, Press Releases
Education
Elon University 2006 — 2010
Bachelor's Degree, Major: Strategic Communications. Minors: Business Administration, International Studies
The University of Reading 2007 — 2007
Study Abroad
Highland School 2002 — 2006
High School Diploma
Calamos Investments September 2014 - Present
J.P. Morgan January 2013 - August 2014
J.P. Morgan August 2011 - January 2013
Assumption University of Thailand May 2010 - May 2011
RLF Communications February 2009 - December 2009
Teton Valley Ranch Camp May 2009 - August 2009
TeleConsultants, Inc. May 2008 - August 2008
Skills
Dreamweaver, Photoshop, Microsoft Office, InDesign, Final Cut Pro, Public Relations, Press Releases
Education
Elon University 2006 — 2010
Bachelor's Degree, Major: Strategic Communications. Minors: Business Administration, International Studies
The University of Reading 2007 — 2007
Study Abroad
Highland School 2002 — 2006
High School Diploma
Jack Fruh Jack Fruh's Calamos Investments Experience April 2009 - June 2011
Job SharePoint Enterprise Administrator
Industry Information Technology and Services
Experience
Ecolab June 2011 - Present
SharePoint Saturday Chicago Suburbs January 2013 - Present
Calamos Investments April 2009 - June 2011
Calamos Investments July 2007 - June 2011
TEK Systems April 2006 - June 2007
Gigafarmer June 2005 - April 2006
HP (Formerly EDS) November 1998 - April 2005
SSA March 1997 - October 1998
Egghead 1987 - 1995
Skills
SharePoint, IIS, Windows Server, VMware, Servers, Software Development, ASP.NET, Networking, Troubleshooting, Powershell, C#, Microsoft Office..., VB.NET, Enterprise Software, ASP, Active Directory, Visual Basic, Quality Assurance, Microsoft SQL Server, FAST ESP, SQL, Microsoft Technologies, MOSS 2007, FAST Search, Public Speaking
Education
Illinois State University 1987 — 1989
Downers Grove South High School
Microsoft Training
Share-A-Pint Event
SharePoint Saturday
WordCamp
Ecolab June 2011 - Present
SharePoint Saturday Chicago Suburbs January 2013 - Present
Calamos Investments April 2009 - June 2011
Calamos Investments July 2007 - June 2011
TEK Systems April 2006 - June 2007
Gigafarmer June 2005 - April 2006
HP (Formerly EDS) November 1998 - April 2005
SSA March 1997 - October 1998
Egghead 1987 - 1995
Skills
SharePoint, IIS, Windows Server, VMware, Servers, Software Development, ASP.NET, Networking, Troubleshooting, Powershell, C#, Microsoft Office..., VB.NET, Enterprise Software, ASP, Active Directory, Visual Basic, Quality Assurance, Microsoft SQL Server, FAST ESP, SQL, Microsoft Technologies, MOSS 2007, FAST Search, Public Speaking
Education
Illinois State University 1987 — 1989
Downers Grove South High School
Microsoft Training
Share-A-Pint Event
SharePoint Saturday
WordCamp
Carolyn Stuart Carolyn Stuart's Calamos Investments Experience 2000 - Present
Job VP IT Head of Business Analyst at Calamos Investments
Industry Financial Services
Experience
Calamos Investments 2000 - Present
Keller Graduate School of Management February 2000 - December 2003
Volt Information Sciences January 1998 - July 2000
Don Tech September 1993 - December 1997
Skills
Business Analysis, Project Planning, Visio, SDLC, Analysis, Data Warehousing, SharePoint, Vendor Management, Business Process..., Requirements Analysis, Project Management, Process Improvement, Requirements Gathering, Software Project..., Business Intelligence, SQL, Enterprise Architecture, IT Strategy, Agile Methodologies, Disaster Recovery, PMO, CRM, Databases, Microsoft SQL Server, IT Management, Software Documentation, Portfolio Management, Business Requirements, Project Portfolio..., Agile Project Management, Software Development, Integration, Program Management, Database Design, Risk Management, Financial Services
Education
Keller Graduate School of Management of DeVry University 1997 — 1999
MTM, Telecommunication Management
Penn State University 1992 — 1993
Master of Business Administration (M.B.A.)
Roosevelt University 1982 — 1984
Bachelor of Science (BS), Computer Science
Northern Illinois University 1975 — 1980
Bachelor of Science (BS), Fashion Merchandising
Calamos Investments 2000 - Present
Keller Graduate School of Management February 2000 - December 2003
Volt Information Sciences January 1998 - July 2000
Don Tech September 1993 - December 1997
Skills
Business Analysis, Project Planning, Visio, SDLC, Analysis, Data Warehousing, SharePoint, Vendor Management, Business Process..., Requirements Analysis, Project Management, Process Improvement, Requirements Gathering, Software Project..., Business Intelligence, SQL, Enterprise Architecture, IT Strategy, Agile Methodologies, Disaster Recovery, PMO, CRM, Databases, Microsoft SQL Server, IT Management, Software Documentation, Portfolio Management, Business Requirements, Project Portfolio..., Agile Project Management, Software Development, Integration, Program Management, Database Design, Risk Management, Financial Services
Education
Keller Graduate School of Management of DeVry University 1997 — 1999
MTM, Telecommunication Management
Penn State University 1992 — 1993
Master of Business Administration (M.B.A.)
Roosevelt University 1982 — 1984
Bachelor of Science (BS), Computer Science
Northern Illinois University 1975 — 1980
Bachelor of Science (BS), Fashion Merchandising
Michelle Boyer, CHRM, CHIA Michelle Boyer, CHRM, CHIA's Calamos Investments Experience 2005 - 2010
Job Senior Property Revenue Manager at Best Western International
Industry Hospitality
Experience
Best Western International April 2012 - Present
Crowne Plaza, Northbrook, IL and Tundra Lodge Resort and Waterpark, Green Bay, WI 2010 - April 2012
Calamos Investments 2005 - 2010
Northern Illinois University August 2003 - May 2005
Marriott International 1999 - 2005
Personal Household 1995 - 1999
Tharaldson Enterprises 1993 - 1995
Skills
Holidex, Opera, Perform, Utell, Visual One, Revenue Analysis, Hotels, Hospitality Industry, Forecasting
Education
Northern Illinois University 2003 — 2005
B.S, Accountancy
Waubonsee Community College 1998 — 2003
A.S, Business
Illinois State University 1987 — 1989
Gen Ed
Benet Academy 1983 — 1987
Best Western International April 2012 - Present
Crowne Plaza, Northbrook, IL and Tundra Lodge Resort and Waterpark, Green Bay, WI 2010 - April 2012
Calamos Investments 2005 - 2010
Northern Illinois University August 2003 - May 2005
Marriott International 1999 - 2005
Personal Household 1995 - 1999
Tharaldson Enterprises 1993 - 1995
Skills
Holidex, Opera, Perform, Utell, Visual One, Revenue Analysis, Hotels, Hospitality Industry, Forecasting
Education
Northern Illinois University 2003 — 2005
B.S, Accountancy
Waubonsee Community College 1998 — 2003
A.S, Business
Illinois State University 1987 — 1989
Gen Ed
Benet Academy 1983 — 1987
Bryan Lloyd Bryan Lloyd's Calamos Investments Experience October 2003 - January 2011
Job Portfolio Manager, International Equity at Harding Loevner LP
Industry Investment Management
Experience
Harding Loevner LP June 2014 - Present
Harding Loevner Management May 2011 - Present
Calamos Investments October 2003 - January 2011
Credit Suisse First Boston August 1999 - October 2003
ABN AMRO August 1998 - August 1999
M&T Bank June 1996 - August 1998
Skills
Asset Managment, Equity Research, Portfolio Management, Investments, Mutual Funds, Valuation, Equities
Education
Lafayette College 1992 — 1996
BA, Mathematics/Economics
Harding Loevner LP June 2014 - Present
Harding Loevner Management May 2011 - Present
Calamos Investments October 2003 - January 2011
Credit Suisse First Boston August 1999 - October 2003
ABN AMRO August 1998 - August 1999
M&T Bank June 1996 - August 1998
Skills
Asset Managment, Equity Research, Portfolio Management, Investments, Mutual Funds, Valuation, Equities
Education
Lafayette College 1992 — 1996
BA, Mathematics/Economics
Betsy Orr Betsy Orr's Calamos Investments Experience 2010 - 2011
Job Vice President, Director of Consultant Relations at Chartwell Investment Partners
Industry Investment Management
Experience
Chartwell Investment Partners August 2011 - Present
Calamos Investments 2010 - 2011
Principal Global Investors 2006 - 2009
Invesco Ltd. 1990 - 2002
Skills
Hedge Funds, Equities, Investments, Finance, Mutual Funds, Investment Management, Investment Strategies, Fixed Income, Asset Allocation, Alternative Investments, Asset Management, Private Equity, Securities, Wealth Management, Investment Advisory, Bloomberg, Portfolio Management, Client Services, Equity Research
Education
Millsaps College 1988 — 1989
Attended Else School of Management, MBA program
University of Tennessee-Knoxville 1981 — 1985
Bachelor of Science, Marketing, Finance
Chartwell Investment Partners August 2011 - Present
Calamos Investments 2010 - 2011
Principal Global Investors 2006 - 2009
Invesco Ltd. 1990 - 2002
Skills
Hedge Funds, Equities, Investments, Finance, Mutual Funds, Investment Management, Investment Strategies, Fixed Income, Asset Allocation, Alternative Investments, Asset Management, Private Equity, Securities, Wealth Management, Investment Advisory, Bloomberg, Portfolio Management, Client Services, Equity Research
Education
Millsaps College 1988 — 1989
Attended Else School of Management, MBA program
University of Tennessee-Knoxville 1981 — 1985
Bachelor of Science, Marketing, Finance
Sriraman Atchoudanarayanan, MBA Sriraman Atchoudanarayanan, MBA's Calamos Investments Experience April 2007 - July 2010
Job Implementation Manager at Charles River Development
Industry Financial Services
Experience
Charles River Development March 2011 - Present
Calamos Investments April 2007 - July 2010
Allstate Investment Systems February 2004 - April 2007
Allstate Investment Systems April 2000 - February 2004
Skills
Asset Management, Fixed Income, SDLC, Business Analysis, Vendor Management, Integration
Education
Lake Forest Graduate School of Management 2006 — 2009
MBA
National Institute of Technology, Jamshedpur 1987 — 1991
Bachelors, Mechanical Engineering
Charles River Development March 2011 - Present
Calamos Investments April 2007 - July 2010
Allstate Investment Systems February 2004 - April 2007
Allstate Investment Systems April 2000 - February 2004
Skills
Asset Management, Fixed Income, SDLC, Business Analysis, Vendor Management, Integration
Education
Lake Forest Graduate School of Management 2006 — 2009
MBA
National Institute of Technology, Jamshedpur 1987 — 1991
Bachelors, Mechanical Engineering
Ken Fincher Ken Fincher's Calamos Investments Experience 2006 - October 2008
Job Senior Vice President Portfolio Manager at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios January 2009 - Present
First Trust Portfolios November 2008 - May 2014
Calamos Investments 2006 - October 2008
Nuveen Investments 1989 - 2006
Skills
Series 7, ETFs, Mutual Funds, Asset Allocation, Valuation, Financial Markets, Asset Management, Securities, Series 63, Separately Managed..., Hedge Funds, Alternative Investments, Investments, Equities, Fixed Income, Wealth Management, Bonds, Business Development, Derivatives, Bloomberg, Financial Services, Investment Strategies, Investment Advisory, Portfolio Management, Financial Modeling, Risk Management, Investment Management, Capital Markets, Strategic Planning
Education
Quinlan School of Business, Loyola University Chicago 1992 — 1994
MBA, Finance
Michigan State University 1984 — 1988
BA, Finance
First Trust Portfolios January 2009 - Present
First Trust Portfolios November 2008 - May 2014
Calamos Investments 2006 - October 2008
Nuveen Investments 1989 - 2006
Skills
Series 7, ETFs, Mutual Funds, Asset Allocation, Valuation, Financial Markets, Asset Management, Securities, Series 63, Separately Managed..., Hedge Funds, Alternative Investments, Investments, Equities, Fixed Income, Wealth Management, Bonds, Business Development, Derivatives, Bloomberg, Financial Services, Investment Strategies, Investment Advisory, Portfolio Management, Financial Modeling, Risk Management, Investment Management, Capital Markets, Strategic Planning
Education
Quinlan School of Business, Loyola University Chicago 1992 — 1994
MBA, Finance
Michigan State University 1984 — 1988
BA, Finance
Steven Norvid, CFA Steven Norvid, CFA's Calamos Investments Experience February 2000 - February 2008
Job Wealth Advisor, Partner at Siligmueller & Norvid Wealth Advisors
Industry Financial Services
Experience
Siligmueller & Norvid Wealth Advisors September 2008 - Present
Calamos Investments February 2000 - February 2008
Van Kampen Investments February 1992 - February 2000
Accenture August 1988 - February 1992
Skills
Personal Financial..., Investment Advisory, Risk Management, Chartered Financial..., Series 65, High Net Worth..., Investment Management, Investment Portfolio..., Wealth Management, Retirement Planning, Finance, Securities, Financial Services, Fixed Income, Separately Managed..., Equities, Strategic Financial..., Alternative Investments, Asset Allocation, Financial Planning, Investments, Portfolio Management, Asset Management, Retirement, Mutual Funds
Education
Iowa State University 1983 — 1988
BBA, Finance, Minor in Mathematics
OPRF 1980 — 1983
High School
Siligmueller & Norvid Wealth Advisors September 2008 - Present
Calamos Investments February 2000 - February 2008
Van Kampen Investments February 1992 - February 2000
Accenture August 1988 - February 1992
Skills
Personal Financial..., Investment Advisory, Risk Management, Chartered Financial..., Series 65, High Net Worth..., Investment Management, Investment Portfolio..., Wealth Management, Retirement Planning, Finance, Securities, Financial Services, Fixed Income, Separately Managed..., Equities, Strategic Financial..., Alternative Investments, Asset Allocation, Financial Planning, Investments, Portfolio Management, Asset Management, Retirement, Mutual Funds
Education
Iowa State University 1983 — 1988
BBA, Finance, Minor in Mathematics
OPRF 1980 — 1983
High School
Emily Freiny's Calamos Investments Experience June 2011 - September 2011
Job Finance Associate at CSM Financial, LLC
Industry Transportation/Trucking/Railroad
Experience
CSM Financial, LLC February 2015 - Present
Gordon Flesch Company May 2013 - January 2015
DePauw Phonathon August 2012 - May 2013
Gordon Flesch Company May 2012 - August 2012
Calamos Investments June 2011 - September 2011
The DePauw September 2010 - May 2011
Toovio January 2011 - February 2011
Chapple West, Inc. June 2006 - August 2008
Skills
Microsoft Excel, Great Plains Software, PowerPoint, Microsoft Word, Management, Sales, Marketing, Customer Service, Accounting, Fundraising, Training, Research, Human Resources, Payroll, Sales Management, Analysis, Microsoft Office
Education
DePauw University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Psychology
CSM Financial, LLC February 2015 - Present
Gordon Flesch Company May 2013 - January 2015
DePauw Phonathon August 2012 - May 2013
Gordon Flesch Company May 2012 - August 2012
Calamos Investments June 2011 - September 2011
The DePauw September 2010 - May 2011
Toovio January 2011 - February 2011
Chapple West, Inc. June 2006 - August 2008
Skills
Microsoft Excel, Great Plains Software, PowerPoint, Microsoft Word, Management, Sales, Marketing, Customer Service, Accounting, Fundraising, Training, Research, Human Resources, Payroll, Sales Management, Analysis, Microsoft Office
Education
DePauw University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Psychology
Bryan Arbut's Calamos Investments Experience July 2011 - 2013
Job Graduate Student
Industry Higher Education
Experience
Calamos Investments July 2011 - 2013
Calamos Investments February 2011 - July 2011
Calamos Investments June 2008 - February 2011
Calamos Investments June 2006 - June 2008
Education
Michigan State University 1997 — 2002
Accounting
Calamos Investments July 2011 - 2013
Calamos Investments February 2011 - July 2011
Calamos Investments June 2008 - February 2011
Calamos Investments June 2006 - June 2008
Education
Michigan State University 1997 — 2002
Accounting
Michael Castino, MBA's Calamos Investments Experience July 2008 - July 2010
Job Director of Marketing & Communications at Christian Brothers Investment Services
Industry Marketing and Advertising
Experience
Christian Brothers Investment Services April 2014 - Present
Northern Trust May 2011 - April 2014
JP Morgan August 2010 - December 2010
Calamos Investments July 2008 - July 2010
Wayne Hummer Investments June 2006 - July 2008
ABN AMRO 1995 - 2006
Kemper Financial 1991 - 1995
Skills
Mutual Funds, Asset Managment, Equities, Financial Services, Integrated Marketing, Direct Marketing, Series 7, Asset Allocation, Brand Management, Relationship Management, Portfolio Management, Asset Management, Strategy, Advertising, Investment Management, Investments, Competitive Analysis, Financial Advisory, Business Development, Investment Advisory, Sales, Cross-functional Team..., Wealth Management, ETFs, Alternative Investments, Marketing, Banking, Morningstar, Series 63, Securities, Hedge Funds, Investment Strategies, Fixed Income, Management, Financial Markets, Client Services, Trading, Retirement Planning, Strategic Financial..., Investor Relations, Options, Private Equity, Bonds, Capital Markets, Finance, Bloomberg, CRM, Email Marketing, Lead Generation, Product Marketing
Education
Loyola University of Chicago 1985 — 1988
Master of Business Administration (MBA), Marketing
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Journalism
Christian Brothers Investment Services April 2014 - Present
Northern Trust May 2011 - April 2014
JP Morgan August 2010 - December 2010
Calamos Investments July 2008 - July 2010
Wayne Hummer Investments June 2006 - July 2008
ABN AMRO 1995 - 2006
Kemper Financial 1991 - 1995
Skills
Mutual Funds, Asset Managment, Equities, Financial Services, Integrated Marketing, Direct Marketing, Series 7, Asset Allocation, Brand Management, Relationship Management, Portfolio Management, Asset Management, Strategy, Advertising, Investment Management, Investments, Competitive Analysis, Financial Advisory, Business Development, Investment Advisory, Sales, Cross-functional Team..., Wealth Management, ETFs, Alternative Investments, Marketing, Banking, Morningstar, Series 63, Securities, Hedge Funds, Investment Strategies, Fixed Income, Management, Financial Markets, Client Services, Trading, Retirement Planning, Strategic Financial..., Investor Relations, Options, Private Equity, Bonds, Capital Markets, Finance, Bloomberg, CRM, Email Marketing, Lead Generation, Product Marketing
Education
Loyola University of Chicago 1985 — 1988
Master of Business Administration (MBA), Marketing
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Journalism
Ken Sorenson's Calamos Investments Experience October 2014 - Present
Job
Industry Financial Services
Experience
Calamos Investments October 2014 - Present
Sanborn Kilcollin Partners, LLC June 2012 - September 2014
Hovde Capital Advisors LLC February 2006 - January 2012
Eurex US / Eurex AG January 2003 - January 2006
Deutsche Börse AG September 2000 - December 2002
Deutsche Boerse AG January 1999 - September 2000
Skills
Hedge Funds, Capital Markets, Equities, Financial Markets, Financial Analysis, Portfolio Management, Private Equity, Asset Management, Derivatives
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 1999
MIB
Jacksonville State University 1995 — 1997
Bachelor of Science Degree, Management
EUROPEAN BUSINESS SCHOOL (ebs)
International Business Studies
Calamos Investments October 2014 - Present
Sanborn Kilcollin Partners, LLC June 2012 - September 2014
Hovde Capital Advisors LLC February 2006 - January 2012
Eurex US / Eurex AG January 2003 - January 2006
Deutsche Börse AG September 2000 - December 2002
Deutsche Boerse AG January 1999 - September 2000
Skills
Hedge Funds, Capital Markets, Equities, Financial Markets, Financial Analysis, Portfolio Management, Private Equity, Asset Management, Derivatives
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 1999
MIB
Jacksonville State University 1995 — 1997
Bachelor of Science Degree, Management
EUROPEAN BUSINESS SCHOOL (ebs)
International Business Studies
Bill Heine's Calamos Investments Experience June 2003 - April 2007
Job Microsoft.NET and SQL Server Software Architect | Azure Enthusiast | Agile Inspired | Trading & Financial Industry
Industry Information Technology and Services
Experience
Millennium Trust Company May 2014 - Present
Aquilon Energy Services, Inc. June 2012 - January 2014
JP Morgan Chase May 2010 - June 2012
Peak6 Investments June 2008 - May 2010
Bear Stearns April 2007 - June 2008
Calamos Investments June 2003 - April 2007
Hyperfeed Technologies July 2002 - June 2003
Skills
C#, Software Development, .NET, Agile Methodologies, XML, Microsoft SQL Server, WCF, WPF, SQL, Test Driven Development, T-SQL, C++, JSON, Enterprise Software, ASP.NET, WinForms, Visual Studio, Databases, SDLC, VB.NET, NUnit, Object Oriented Design, TFS, Web Services, SOA, ASP.NET MVC, Subversion, jQuery, JavaScript, AJAX, Visual Basic, Trading, Software Design, Windows Azure, Xamarin, ASP.NET Web API
Education
Illinois Institute of Technology 2000 — 2001
M.S., Computer Science
University of Iowa
B.M., Music
Millennium Trust Company May 2014 - Present
Aquilon Energy Services, Inc. June 2012 - January 2014
JP Morgan Chase May 2010 - June 2012
Peak6 Investments June 2008 - May 2010
Bear Stearns April 2007 - June 2008
Calamos Investments June 2003 - April 2007
Hyperfeed Technologies July 2002 - June 2003
Skills
C#, Software Development, .NET, Agile Methodologies, XML, Microsoft SQL Server, WCF, WPF, SQL, Test Driven Development, T-SQL, C++, JSON, Enterprise Software, ASP.NET, WinForms, Visual Studio, Databases, SDLC, VB.NET, NUnit, Object Oriented Design, TFS, Web Services, SOA, ASP.NET MVC, Subversion, jQuery, JavaScript, AJAX, Visual Basic, Trading, Software Design, Windows Azure, Xamarin, ASP.NET Web API
Education
Illinois Institute of Technology 2000 — 2001
M.S., Computer Science
University of Iowa
B.M., Music
Kelly Read, CFA, CPA's Calamos Investments Experience November 2006 - Present
Job Associate Attribution Analyst at Calamos Investments
Industry Investment Management
Experience
Calamos Investments November 2006 - Present
Allstate September 2005 - November 2006
Education
Indiana University - Kelley School of Business
Bachelor of Science, Accounting & Finance
Calamos Investments November 2006 - Present
Allstate September 2005 - November 2006
Education
Indiana University - Kelley School of Business
Bachelor of Science, Accounting & Finance
Tamara Wiley, CFP®'s Calamos Investments Experience February 2013 - May 2014
Job Vice President Relationship Manager at Old Second National Bank Wealth Management
Industry Investment Management
Experience
Old Second National Bank May 2014 - Present
Calamos Investments February 2013 - May 2014
Calamos Investments August 2006 - February 2013
Northern Trust Wealth Management June 1997 - August 2006
Northern Trust Corporation February 1992 - June 1997
Skills
Wealth Management, Relationship Management, Mutual Funds, Investments, Asset Management, Asset Allocation, Series 63, Finance, Investment Advisory, Investment Management, Investment Strategies, Financial Services, Wealth Management..., Wealth Preservation..., Series 6, Wealth Accumulation..., High Net Worth...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 2000
MBA, Entrepreneurship
Salzburg College 1991 — 1991
Northern Illinois University - College of Business 1988 — 1991
Bachelor of Science (BS), Finance, General
Old Second National Bank May 2014 - Present
Calamos Investments February 2013 - May 2014
Calamos Investments August 2006 - February 2013
Northern Trust Wealth Management June 1997 - August 2006
Northern Trust Corporation February 1992 - June 1997
Skills
Wealth Management, Relationship Management, Mutual Funds, Investments, Asset Management, Asset Allocation, Series 63, Finance, Investment Advisory, Investment Management, Investment Strategies, Financial Services, Wealth Management..., Wealth Preservation..., Series 6, Wealth Accumulation..., High Net Worth...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 2000
MBA, Entrepreneurship
Salzburg College 1991 — 1991
Northern Illinois University - College of Business 1988 — 1991
Bachelor of Science (BS), Finance, General
Florina Tong's Calamos Investments Experience August 2014 - March 2015
Job Talent Acquisition at Financial Engines
Industry Financial Services
Experience
Financial Engines April 2015 - Present
Calamos Investments August 2014 - March 2015
Morningstar, Inc. January 2012 - August 2014
Morningstar, Inc. 2008 - 2012
Morningstar, Inc. 2004 - 2008
Morningstar, Inc. 2002 - 2004
Morningstar, Inc. 2000 - 2002
Skills
Talent Acquisition, Performance Management, Employee Relations, Organizational..., Compensation Management, Matrix Management, Succession Planning, Onboarding, HRIS, Strategic Planning, New Hire Orientations, Human Resources, Recruiting, Entrepreneurship, Personnel Management
Education
Loyola University Chicago 2005 — 2007
MSHR, Human Resources
Loyola University of Chicago 1996 — 2000
Bachelors of Business Administration, Finance and Economics
Financial Engines April 2015 - Present
Calamos Investments August 2014 - March 2015
Morningstar, Inc. January 2012 - August 2014
Morningstar, Inc. 2008 - 2012
Morningstar, Inc. 2004 - 2008
Morningstar, Inc. 2002 - 2004
Morningstar, Inc. 2000 - 2002
Skills
Talent Acquisition, Performance Management, Employee Relations, Organizational..., Compensation Management, Matrix Management, Succession Planning, Onboarding, HRIS, Strategic Planning, New Hire Orientations, Human Resources, Recruiting, Entrepreneurship, Personnel Management
Education
Loyola University Chicago 2005 — 2007
MSHR, Human Resources
Loyola University of Chicago 1996 — 2000
Bachelors of Business Administration, Finance and Economics
Kristen Sobotka's Calamos Investments Experience 2001 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
Calamos Investments 2001 - 2005
Van Kampen Investments July 1999 - August 2001
Education
Eastern Illinois University 1994 — 1997
Calamos Investments 2001 - 2005
Van Kampen Investments July 1999 - August 2001
Education
Eastern Illinois University 1994 — 1997
Julie Stamm's Calamos Investments Experience September 2006 - March 2009
Job Principal Sr. Initiative Lead at KeHE Distributors Inc
Industry Information Technology and Services
Experience
KeHE Distributors Inc May 2013 - Present
Follett Higher Education Group March 2009 - May 2013
Calamos Investments September 2006 - March 2009
Publishing Dynamics May 2003 - September 2006
Software Architects September 1999 - May 2003
Skills
SQL Server, Web Services, SharePoint, XML, JavaScript, C#, VB.NET, ASP.NET, CSS, TFS, IIS, Microsoft SQL Server, Visio, Software Development, Team Leadership, Software Project..., Web Applications, Visual Basic, Integration, ASP, E-commerce, Business Analysis, Testing, SDLC, ADO.NET
Education
Illinois State University 1995 — 1999
Bachelor of Science (B.S.), Computer Information System
KeHE Distributors Inc May 2013 - Present
Follett Higher Education Group March 2009 - May 2013
Calamos Investments September 2006 - March 2009
Publishing Dynamics May 2003 - September 2006
Software Architects September 1999 - May 2003
Skills
SQL Server, Web Services, SharePoint, XML, JavaScript, C#, VB.NET, ASP.NET, CSS, TFS, IIS, Microsoft SQL Server, Visio, Software Development, Team Leadership, Software Project..., Web Applications, Visual Basic, Integration, ASP, E-commerce, Business Analysis, Testing, SDLC, ADO.NET
Education
Illinois State University 1995 — 1999
Bachelor of Science (B.S.), Computer Information System
Jason Gajewski's Calamos Investments Experience September 2006 - November 2008
Job Software Developer
Industry Information Technology and Services
Experience
Ulta January 2009 - Present
Grant Thornton November 2008 - January 2009
Calamos Investments September 2006 - November 2008
Floor Covering Associates June 2004 - September 2006
Audio Visual Services Corp September 2003 - June 2004
Wallace Computer Services March 1999 - September 2003
Navistar 1998 - February 1999
First Penn-Pacific Life Insurance Company 1997 - 1998
Skills
ASP.NET, C#, SQL Server, VB.NET, HTML, SharePoint, JavaScript, .NET, Visual Studio, Visual Basic, ASP, AJAX, WCF, XML, CSS, IIS, SQL, T-SQL, ADO.NET, LINQ, Web Services, TFS, SSIS, Crystal Reports, WinForms, MOSS 2007, VSS, Windows, Databases, SharePoint Designer, WSS 3.0, VBScript, Sitecore, Microsoft SQL Server, SAP Data Services, Tidal Enterprise..., Visual Studio Team..., SnagIt, Google Chrome, Filezilla, Internet Explorer, Windows 7, Windows 2000, Windows Services, Android, Access, Application Architecture
Education
DeVry Institute of Technology 1996 — 1999
Bachelor, Computer Information Sciences
Elgin Community College 1995 — 1996
Computer Information Sciences
Ulta January 2009 - Present
Grant Thornton November 2008 - January 2009
Calamos Investments September 2006 - November 2008
Floor Covering Associates June 2004 - September 2006
Audio Visual Services Corp September 2003 - June 2004
Wallace Computer Services March 1999 - September 2003
Navistar 1998 - February 1999
First Penn-Pacific Life Insurance Company 1997 - 1998
Skills
ASP.NET, C#, SQL Server, VB.NET, HTML, SharePoint, JavaScript, .NET, Visual Studio, Visual Basic, ASP, AJAX, WCF, XML, CSS, IIS, SQL, T-SQL, ADO.NET, LINQ, Web Services, TFS, SSIS, Crystal Reports, WinForms, MOSS 2007, VSS, Windows, Databases, SharePoint Designer, WSS 3.0, VBScript, Sitecore, Microsoft SQL Server, SAP Data Services, Tidal Enterprise..., Visual Studio Team..., SnagIt, Google Chrome, Filezilla, Internet Explorer, Windows 7, Windows 2000, Windows Services, Android, Access, Application Architecture
Education
DeVry Institute of Technology 1996 — 1999
Bachelor, Computer Information Sciences
Elgin Community College 1995 — 1996
Computer Information Sciences
Brian Andersen's Calamos Investments Experience March 2007 - May 2009
Job Managing Director, Public Markets & NDT Investments at Exelon
Industry Investment Management
Experience
Exelon August 2014 - Present
Exelon March 2010 - July 2014
Calamos Investments March 2007 - May 2009
The Northern Trust 1999 - 2007
Federal Reserve Bank of New York August 1993 - January 1999
Skills
Capital Markets, Investments, Fixed Income, Bonds, Asset Management, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Georgetown University 1984 — 1988
BSFS, International Politics
Exelon August 2014 - Present
Exelon March 2010 - July 2014
Calamos Investments March 2007 - May 2009
The Northern Trust 1999 - 2007
Federal Reserve Bank of New York August 1993 - January 1999
Skills
Capital Markets, Investments, Fixed Income, Bonds, Asset Management, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Georgetown University 1984 — 1988
BSFS, International Politics
Michelle Green's Calamos Investments Experience May 2013 - January 2014
Job Project Coordinator at Associated Computer Systems, Ltd.
Industry Information Technology and Services
Experience
UnityPoint Health August 2015 - Present
Associated Computer Systems, Ltd. February 2014 - August 2015
Calamos Investments May 2013 - January 2014
URL PharmPro February 2013 - April 2013
Compressor Controls Corporation July 2012 - November 2012
KCCI News Channel 8 May 2012 - July 2012
Manpower Inc. of Des Moines January 2011 - April 2012
Mickey's Irish Pub July 2006 - January 2011
Skills
Customer Service, Time Management, Project Planning, Microsoft Excel, Budgets, Recruiting, Talent Acquisition, Management, Microsoft Word, Process Scheduler, Commercials, Retail, Temporary Placement, New Hire Orientations, Cold Calling, Microsoft Office, Project Management
Education
Iowa State University 2004 — 2007
Bachelor of Arts, Fashion Design and Art and Design
UnityPoint Health August 2015 - Present
Associated Computer Systems, Ltd. February 2014 - August 2015
Calamos Investments May 2013 - January 2014
URL PharmPro February 2013 - April 2013
Compressor Controls Corporation July 2012 - November 2012
KCCI News Channel 8 May 2012 - July 2012
Manpower Inc. of Des Moines January 2011 - April 2012
Mickey's Irish Pub July 2006 - January 2011
Skills
Customer Service, Time Management, Project Planning, Microsoft Excel, Budgets, Recruiting, Talent Acquisition, Management, Microsoft Word, Process Scheduler, Commercials, Retail, Temporary Placement, New Hire Orientations, Cold Calling, Microsoft Office, Project Management
Education
Iowa State University 2004 — 2007
Bachelor of Arts, Fashion Design and Art and Design
Ben Linkon's Calamos Investments Experience March 2005 - March 2009
Job Manager, Server & Storage Operations at McDermott Will & Emery
Industry Information Technology and Services
Experience
McDermott Will & Emery November 2012 - Present
McDermott Will and Emery June 2009 - November 2012
TransUnion March 2009 - June 2009
Calamos Investments March 2005 - March 2009
Skills
VMware, SCCM, vSphere, Storage, Storage Area Networks, Servers, Cisco Technologies, Windows Server, Data Center, Virtualization, VMware ESX, Active Directory, Citrix, Disaster Recovery, SAN, VDI, Citrix Metaframe, Cloud Computing, VMware vSphere
Education
Illinois State University 1996 — 2001
Bachelor of Science (B.S.)
Centralia High School 1992 — 1996
McDermott Will & Emery November 2012 - Present
McDermott Will and Emery June 2009 - November 2012
TransUnion March 2009 - June 2009
Calamos Investments March 2005 - March 2009
Skills
VMware, SCCM, vSphere, Storage, Storage Area Networks, Servers, Cisco Technologies, Windows Server, Data Center, Virtualization, VMware ESX, Active Directory, Citrix, Disaster Recovery, SAN, VDI, Citrix Metaframe, Cloud Computing, VMware vSphere
Education
Illinois State University 1996 — 2001
Bachelor of Science (B.S.)
Centralia High School 1992 — 1996
Sam Ronlund's Calamos Investments Experience 2010 - 2015
Job Regional Vice President RS Investments
Industry Investment Management
Experience
RS Investments April 2015 - Present
Calamos Investments 2010 - 2015
Invesco 2007 - 2010
ADP 2004 - 2006
Charles Schwab 1997 - 2003
Skills
Financial Advisory, Fixed Income, Hedge Funds, Separately Managed..., IRAs, Insurance, Portfolio Management, Defined Benefit, Securities, FINRA, Equities, Capital Markets, Defined Contribution, Investment Strategies, Financial Services, Relationship Management, New Business Development, Sales Management, Trading, Bonds
Education
Hamline University 1994 — 1996
Bachelor of Arts (B.A.), Business Management
RS Investments April 2015 - Present
Calamos Investments 2010 - 2015
Invesco 2007 - 2010
ADP 2004 - 2006
Charles Schwab 1997 - 2003
Skills
Financial Advisory, Fixed Income, Hedge Funds, Separately Managed..., IRAs, Insurance, Portfolio Management, Defined Benefit, Securities, FINRA, Equities, Capital Markets, Defined Contribution, Investment Strategies, Financial Services, Relationship Management, New Business Development, Sales Management, Trading, Bonds
Education
Hamline University 1994 — 1996
Bachelor of Arts (B.A.), Business Management
Joe Wysocki, CFA's Calamos Investments Experience February 2007 - Present
Job SVP, Portfolio Manager
Industry Investment Management
Experience
Calamos Investments February 2007 - Present
Calamos Investments October 2003 - February 2007
Strong Investments May 2000 - October 2003
Skills
Portfolio Management, Mutual Funds, Alternative Investments, Asset Management, Investment Management, Investments, Equities, Fixed Income, Convertible Bonds, Convertible Securities
Education
Northern Illinois University 2006 — 2011
MBA
Lake Forest College 1996 — 2000
Bachelor of Arts (BA), Economics
Calamos Investments February 2007 - Present
Calamos Investments October 2003 - February 2007
Strong Investments May 2000 - October 2003
Skills
Portfolio Management, Mutual Funds, Alternative Investments, Asset Management, Investment Management, Investments, Equities, Fixed Income, Convertible Bonds, Convertible Securities
Education
Northern Illinois University 2006 — 2011
MBA
Lake Forest College 1996 — 2000
Bachelor of Arts (BA), Economics
Holly Lierman Turshinsky's Calamos Investments Experience 2002 - 2007
Job Senior Compensation Professional
Industry Financial Services
Experience
Outerwall September 2011 - Present
Nuveen Investments June 2008 - September 2011
Nuveen Investments May 2007 - May 2008
Calamos Investments 2002 - 2007
Education
Elmhurst College 2000 — 2002
Master of Industrial/Organizational Psychology, Industrial/Organizational Psychology
Illinois State University 1996 — 2000
BS, Psychology & Sociology
Outerwall September 2011 - Present
Nuveen Investments June 2008 - September 2011
Nuveen Investments May 2007 - May 2008
Calamos Investments 2002 - 2007
Education
Elmhurst College 2000 — 2002
Master of Industrial/Organizational Psychology, Industrial/Organizational Psychology
Illinois State University 1996 — 2000
BS, Psychology & Sociology
Tom Floros's Calamos Investments Experience June 2003 - February 2008
Job Program Manager / Investment Systems at Allstate Investments
Industry Investment Management
Experience
Allstate Investments December 2012 - Present
Allstate Investments September 2010 - December 2012
Maven Wave Partners November 2009 - August 2010
Man Investments June 2008 - July 2009
Calamos Investments June 2003 - February 2008
Financial Models Co. Ltd. June 1995 - June 2003
Van Kampen Merritt Investment Advisory Corp. May 1989 - June 1995
Skills
Business Analysis, Portfolio Management, SDLC, Project Management, Trading Systems, SharePoint, Agile Methodologies, PMO, Software Project..., Risk Management, IT Strategy, Agile Project Management, Derivatives, Asset Managment, Financial Services
Education
Elmhurst College 1985 — 1989
BS, Finance / Business Admin
Allstate Investments December 2012 - Present
Allstate Investments September 2010 - December 2012
Maven Wave Partners November 2009 - August 2010
Man Investments June 2008 - July 2009
Calamos Investments June 2003 - February 2008
Financial Models Co. Ltd. June 1995 - June 2003
Van Kampen Merritt Investment Advisory Corp. May 1989 - June 1995
Skills
Business Analysis, Portfolio Management, SDLC, Project Management, Trading Systems, SharePoint, Agile Methodologies, PMO, Software Project..., Risk Management, IT Strategy, Agile Project Management, Derivatives, Asset Managment, Financial Services
Education
Elmhurst College 1985 — 1989
BS, Finance / Business Admin
Chris Rhode's Calamos Investments Experience August 2014 - Present
Job Senior Compliance Associate at Calamos Investments
Industry Financial Services
Experience
Calamos Investments August 2014 - Present
Calamos Investments June 2010 - July 2014
Calamos Investments June 2008 - June 2010
Calamos Investments May 2007 - June 2008
Calamos Investments June 2006 - May 2007
Prudential Financial October 2005 - March 2006
Skills
Series 7, Series 6, Mutual Funds, Securities, Coaching, FINRA, Series 63, Series 24, Training, Client Service Oriented, Sales Process, Sales Presentations, Customer Support
Education
Monmouth College 2001 — 2005
Bachelor of Arts, Business Administration
Calamos Investments August 2014 - Present
Calamos Investments June 2010 - July 2014
Calamos Investments June 2008 - June 2010
Calamos Investments May 2007 - June 2008
Calamos Investments June 2006 - May 2007
Prudential Financial October 2005 - March 2006
Skills
Series 7, Series 6, Mutual Funds, Securities, Coaching, FINRA, Series 63, Series 24, Training, Client Service Oriented, Sales Process, Sales Presentations, Customer Support
Education
Monmouth College 2001 — 2005
Bachelor of Arts, Business Administration
Brian McNamara, CFA's Calamos Investments Experience December 2005 - May 2011
Job Regional Director, Baron Capital
Industry Investment Management
Experience
Baron Capital June 2011 - Present
Calamos Investments December 2005 - May 2011
Calamos Investments December 2004 - December 2005
Calamos Investments November 2003 - December 2004
Calamos Investments December 2002 - November 2003
DWS Investments March 2002 - December 2002
Valhalla Group January 2001 - November 2001
Moore Capital Management May 2000 - September 2000
Skills
Mutual Funds, Series 7, Alternative Investments, Investments, Morningstar, Financial Services, Portfolio Management, Equities, Client Aquisition, Separately Managed..., Separate Accounts, Business Development, Series 6, Series 63, Asset Allocation, Asset Management, Fixed Income, Wealth Management, Hedge Funds, Investment Advisory
Education
Northern Illinois University - College of Business 2006 — 2008
Master of Business Administration (MBA), Finance, General
Monmouth University 1996 — 2000
Bachelor of Science (BS), Finance & Economics
Baron Capital June 2011 - Present
Calamos Investments December 2005 - May 2011
Calamos Investments December 2004 - December 2005
Calamos Investments November 2003 - December 2004
Calamos Investments December 2002 - November 2003
DWS Investments March 2002 - December 2002
Valhalla Group January 2001 - November 2001
Moore Capital Management May 2000 - September 2000
Skills
Mutual Funds, Series 7, Alternative Investments, Investments, Morningstar, Financial Services, Portfolio Management, Equities, Client Aquisition, Separately Managed..., Separate Accounts, Business Development, Series 6, Series 63, Asset Allocation, Asset Management, Fixed Income, Wealth Management, Hedge Funds, Investment Advisory
Education
Northern Illinois University - College of Business 2006 — 2008
Master of Business Administration (MBA), Finance, General
Monmouth University 1996 — 2000
Bachelor of Science (BS), Finance & Economics
Nathan Halder's Calamos Investments Experience August 2010 - Present
Job Freelance videographer/producer
Industry Broadcast Media
Experience
WMAQ-TV September 2011 - Present
Calamos Investments August 2010 - Present
WFLD April 2000 - June 2013
WCIA 1998 - April 2000
WCIA-TV 1994 - 2000
Skills
Avid, Editing, Storytelling
Education
Illinois State University 1992 — 1994
BA, Mass Communication
Waubonsee Community College 1990 — 1992
AA, Music Theory
Greenville College 1989 — 1990
na, Pre-Egineering
WMAQ-TV September 2011 - Present
Calamos Investments August 2010 - Present
WFLD April 2000 - June 2013
WCIA 1998 - April 2000
WCIA-TV 1994 - 2000
Skills
Avid, Editing, Storytelling
Education
Illinois State University 1992 — 1994
BA, Mass Communication
Waubonsee Community College 1990 — 1992
AA, Music Theory
Greenville College 1989 — 1990
na, Pre-Egineering
Christine (Chrissy) Godell, CPA's Calamos Investments Experience May 2015 - Present
Job Manager, Fund Administration at Calamos Investments
Industry Investment Management
Experience
Calamos Investments May 2015 - Present
Calamos Investments February 2015 - May 2015
Calamos Investments 2008 - February 2015
Calamos Investments 2007 - 2008
Calamos Investments 2002 - 2007
Skills
Financial Reporting, General Ledger, Accounting, GAAP, Account Reconciliation, Financial Accounting, CPA, Accounts Payable, Accruals, Microsoft Excel, Journal Entries, Accounts Receivable, Bank Reconciliation, Microsoft Word, Variance Analysis, Great Plains Software, Fixed Assets, Revenue Recognition, Financial Statements, SEC filings, Financial Analysis, Sarbanes-Oxley Act, Auditing, Sarbanes-Oxley, Budgets
Education
Keller Graduate School of Management of DeVry University
MBA, Concentration in Accounting
Northern Illinois University
Bachelors, Accountancy
College of DuPage
Calamos Investments May 2015 - Present
Calamos Investments February 2015 - May 2015
Calamos Investments 2008 - February 2015
Calamos Investments 2007 - 2008
Calamos Investments 2002 - 2007
Skills
Financial Reporting, General Ledger, Accounting, GAAP, Account Reconciliation, Financial Accounting, CPA, Accounts Payable, Accruals, Microsoft Excel, Journal Entries, Accounts Receivable, Bank Reconciliation, Microsoft Word, Variance Analysis, Great Plains Software, Fixed Assets, Revenue Recognition, Financial Statements, SEC filings, Financial Analysis, Sarbanes-Oxley Act, Auditing, Sarbanes-Oxley, Budgets
Education
Keller Graduate School of Management of DeVry University
MBA, Concentration in Accounting
Northern Illinois University
Bachelors, Accountancy
College of DuPage
Andrew M. Kaminski's Calamos Investments Experience 2008 - 2009
Job Vice President, Portfolio Manager at The Northern Trust Company
Industry Financial Services
Experience
The Northern Trust Company I Wealth Management 2015 - Present
The Northern Trust Company I Corporate & Institutional Services 2013 - 2015
Keeley Funds 2010 - 2013
Calamos Investments 2008 - 2009
Calamos Investments 2007 - 2008
Lincoln Financial Group 2001 - 2006
Skills
Consultative Sales..., Superior Client Service, Marketing, Business Development, Public Speaking, Sales Management, Leadership, Asset Management, Manager Due Diligence, Portfolio Construction, Risk Management, Alternative Investments, Performance Measurement, Financial Planning, Wealth Management, Strategic Financial..., Due Diligence, Asset Managment, Portfolio Management, Investments, Series 7, Mutual Funds, Series 63, Financial Services, Securities, Asset Allocation, Financial Advisory, 401k, Consultative Selling
Education
John Carroll University 2003 — 2006
MBA
Harvard University 2000 — 2001
CSS
The Ohio State University 1995 — 1999
BA
University of Cambridge 1997 — 1997
International Summer School
The Northern Trust Company I Wealth Management 2015 - Present
The Northern Trust Company I Corporate & Institutional Services 2013 - 2015
Keeley Funds 2010 - 2013
Calamos Investments 2008 - 2009
Calamos Investments 2007 - 2008
Lincoln Financial Group 2001 - 2006
Skills
Consultative Sales..., Superior Client Service, Marketing, Business Development, Public Speaking, Sales Management, Leadership, Asset Management, Manager Due Diligence, Portfolio Construction, Risk Management, Alternative Investments, Performance Measurement, Financial Planning, Wealth Management, Strategic Financial..., Due Diligence, Asset Managment, Portfolio Management, Investments, Series 7, Mutual Funds, Series 63, Financial Services, Securities, Asset Allocation, Financial Advisory, 401k, Consultative Selling
Education
John Carroll University 2003 — 2006
MBA
Harvard University 2000 — 2001
CSS
The Ohio State University 1995 — 1999
BA
University of Cambridge 1997 — 1997
International Summer School
Amy Pacenti's Calamos Investments Experience September 2005 - August 2011
Job Assistant Vice President, Compliance at Institutional Capital LLC
Industry Financial Services
Experience
Institutional Capital LLC August 2011 - Present
Calamos Investments September 2005 - August 2011
Education
Illinois State University 2001 — 2005
Bachelor of Science, Accounting
Institutional Capital LLC August 2011 - Present
Calamos Investments September 2005 - August 2011
Education
Illinois State University 2001 — 2005
Bachelor of Science, Accounting
Diana (Diana Cohen Harris) Schneidman's Calamos Investments Experience 2000 - 2003
Job Author at Real Skills, Real Income: A Proven Marketing System to Land WellPaid Freelance & Consulting Work; freelance
Industry Marketing and Advertising
Experience
Real Skills, Real Income: A Proven Marketing System to Land Well-Paid Freelance and Consulting Work March 2014 - Present
StandUp8Times January 2008 - Present
Diana Writes http://www.DianaWrites.com December 1991 - Present
Calamos Investments 2000 - 2003
Caterpillar Investment Management Ltd. 1996 - 1998
Skills
Marketing Communications, Marketing Strategy, Writing, Market Research, Freelance Writing, insurance copywriting, insurance marketing, Ghostwriting, Copywriting, Marketing, Insurance, Blogging, Marketing Research, Newsletters, Leadership, Public Speaking, Editing, Social Networking, Facebook, SEO, Press Releases, Toastmasters, Media Relations, Publishing, Coaching, Online Marketing, Creative Writing, Content Strategy
Education
Kent State University
MLS, Library science
The Ohio State University
B.S., English and French education
Real Skills, Real Income: A Proven Marketing System to Land Well-Paid Freelance and Consulting Work March 2014 - Present
StandUp8Times January 2008 - Present
Diana Writes http://www.DianaWrites.com December 1991 - Present
Calamos Investments 2000 - 2003
Caterpillar Investment Management Ltd. 1996 - 1998
Skills
Marketing Communications, Marketing Strategy, Writing, Market Research, Freelance Writing, insurance copywriting, insurance marketing, Ghostwriting, Copywriting, Marketing, Insurance, Blogging, Marketing Research, Newsletters, Leadership, Public Speaking, Editing, Social Networking, Facebook, SEO, Press Releases, Toastmasters, Media Relations, Publishing, Coaching, Online Marketing, Creative Writing, Content Strategy
Education
Kent State University
MLS, Library science
The Ohio State University
B.S., English and French education
Bill Sands's Calamos Investments Experience September 2008 - November 2008
Job Application Sustainment Consultant at BMO Harris Bank
Industry Information Technology and Services
Experience
BMO Harris Bank March 2011 - Present
Applied Systems 2009 - 2011
Calamos Investments September 2008 - November 2008
Northern Trust March 1997 - August 2008
Skills
Oracle, SQL, Project Management, Unix, COBOL, Leadership, Microsoft SQL Server, SDLC, Requirements Gathering
Education
Illinois State University 1984 — 1987
BS, Computer
BMO Harris Bank March 2011 - Present
Applied Systems 2009 - 2011
Calamos Investments September 2008 - November 2008
Northern Trust March 1997 - August 2008
Skills
Oracle, SQL, Project Management, Unix, COBOL, Leadership, Microsoft SQL Server, SDLC, Requirements Gathering
Education
Illinois State University 1984 — 1987
BS, Computer
Christina (Knaup) Ostrowski's Calamos Investments Experience February 2013 - Present
Job Manager at Calamos Investments
Industry Information Technology and Services
Experience
Calamos Investments February 2013 - Present
Calamos Investments November 2006 - February 2013
Nuveen Investments July 1986 - November 2006
Nuveen 1986 - 2006
Skills
SDLC, Business Analysis, PMO, Project Management, SharePoint, Visio, Requirements Analysis, Software Project...
Education
Loyola University Chicago 1982 — 1986
Bachelors, Mathematics and Computer Science
Calamos Investments February 2013 - Present
Calamos Investments November 2006 - February 2013
Nuveen Investments July 1986 - November 2006
Nuveen 1986 - 2006
Skills
SDLC, Business Analysis, PMO, Project Management, SharePoint, Visio, Requirements Analysis, Software Project...
Education
Loyola University Chicago 1982 — 1986
Bachelors, Mathematics and Computer Science
William Crist's Calamos Investments Experience June 2012 - February 2015
Job Director Investor Relations at OCA Ventures
Industry Real Estate
Experience
OCA Ventures July 2015 - Present
Murphy-O'Brien, LLC May 2015 - Present
Calamos Investments June 2012 - February 2015
Alchemy Copyrights/Bicycle Music March 2010 - December 2011
Whittier Trust Company November 2007 - January 2009
GSC Group April 2006 - November 2007
Oaktree Capital Management February 2001 - April 2006
Legg Mason June 1999 - February 2001
Alex. Brown & Sons January 1991 - June 1999
Wheat Investment Advisors July 1987 - February 1991
Skills
Financial Services, Portfolio Management, Financial Analysis, Hedge Funds, Investment Banking, Investment Management, Private Equity, Management, Alternative Investments, Investments, Investment Advisory, Asset Management, High Net Worth..., Asset Managment, Family Office, Marketing, New Business Development
Education
Miami University 1980 — 1981
MBA, Accountancy
Westminster College (PA) 1975 — 1979
BA Bus. Admin., Accounting
OCA Ventures July 2015 - Present
Murphy-O'Brien, LLC May 2015 - Present
Calamos Investments June 2012 - February 2015
Alchemy Copyrights/Bicycle Music March 2010 - December 2011
Whittier Trust Company November 2007 - January 2009
GSC Group April 2006 - November 2007
Oaktree Capital Management February 2001 - April 2006
Legg Mason June 1999 - February 2001
Alex. Brown & Sons January 1991 - June 1999
Wheat Investment Advisors July 1987 - February 1991
Skills
Financial Services, Portfolio Management, Financial Analysis, Hedge Funds, Investment Banking, Investment Management, Private Equity, Management, Alternative Investments, Investments, Investment Advisory, Asset Management, High Net Worth..., Asset Managment, Family Office, Marketing, New Business Development
Education
Miami University 1980 — 1981
MBA, Accountancy
Westminster College (PA) 1975 — 1979
BA Bus. Admin., Accounting
Aaron Hart's Calamos Investments Experience May 2012 - March 2015
Job Business Analyst / Project Manager at Efficient Capital Management
Industry Investment Management
Experience
Efficient Capital Management March 2015 - Present
Calamos Investments May 2012 - March 2015
Efficient Capital Management June 2004 - March 2012
Skills
Series 3, Passed Level 1 of the..., Microsoft Access, Microsoft Excel, SQL, VBA, Microsoft Word, Microsoft PowerPoint, Access, PowerPoint, FINRA, Portfolio Management, Financial Markets, Trading
Education
Illinois State University
Bachelor's degree
Efficient Capital Management March 2015 - Present
Calamos Investments May 2012 - March 2015
Efficient Capital Management June 2004 - March 2012
Skills
Series 3, Passed Level 1 of the..., Microsoft Access, Microsoft Excel, SQL, VBA, Microsoft Word, Microsoft PowerPoint, Access, PowerPoint, FINRA, Portfolio Management, Financial Markets, Trading
Education
Illinois State University
Bachelor's degree
Lou Cosentino's Calamos Investments Experience August 2000 - January 2001
Job Divisional Vice President at AIG Financial Distributors
Industry Financial Services
Experience
AIG Retirement Services May 2011 - Present
Hartford Investment Management February 2006 - May 2011
PLANCO February 2006 - May 2011
TCF Bank May 1985 - January 2006
Calamos Investments August 2000 - January 2001
Skills
Series 63, Series 7, Mutual Funds, Wholesaling, Series 6, Variable Annuities, FINRA, Fixed Annuities, Retirement Planning, 401k, Retirement, Securities, Investments, Investment Strategies
Education
Elmhurst College 1986 — 1989
BS, Finance, Economics
Proviso West
AIG Retirement Services May 2011 - Present
Hartford Investment Management February 2006 - May 2011
PLANCO February 2006 - May 2011
TCF Bank May 1985 - January 2006
Calamos Investments August 2000 - January 2001
Skills
Series 63, Series 7, Mutual Funds, Wholesaling, Series 6, Variable Annuities, FINRA, Fixed Annuities, Retirement Planning, 401k, Retirement, Securities, Investments, Investment Strategies
Education
Elmhurst College 1986 — 1989
BS, Finance, Economics
Proviso West
August Wossner's Calamos Investments Experience February 2007 - January 2009
Job Regional Supervisory Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group July 2013 - Present
Hoopis Financial Group a General Agency of MassMutual Financial Group March 2013 - July 2013
World Equity Group March 2010 - November 2012
IGI Chicago Style Gymnastics Meet March 2009 - February 2012
Calamos Investments February 2007 - January 2009
Calamos Investments December 2004 - February 2007
The MONY Group/AXA Advisors June 2002 - December 2004
The MONY Group June 1999 - June 2002
The MONY Group January 1998 - June 1999
Skills
Securities, Investments, Financial Services, Series 7, Asset Management, Insurance, FINRA, Management, Trading, Leadership, Accounting, Life Insurance, Customer Service, Accounts Payable, Security, Mutual Funds, Series 63, Wealth Management, Retirement Planning, Strategic Financial..., Series 53
Education
Le Moyne College 1982 — 1984
BS, Accounting
State University of New York at Canton 1980 — 1982
Associate's Degree, Accounting
Cicero High School 1976 — 1980
MassMutual Financial Group July 2013 - Present
Hoopis Financial Group a General Agency of MassMutual Financial Group March 2013 - July 2013
World Equity Group March 2010 - November 2012
IGI Chicago Style Gymnastics Meet March 2009 - February 2012
Calamos Investments February 2007 - January 2009
Calamos Investments December 2004 - February 2007
The MONY Group/AXA Advisors June 2002 - December 2004
The MONY Group June 1999 - June 2002
The MONY Group January 1998 - June 1999
Skills
Securities, Investments, Financial Services, Series 7, Asset Management, Insurance, FINRA, Management, Trading, Leadership, Accounting, Life Insurance, Customer Service, Accounts Payable, Security, Mutual Funds, Series 63, Wealth Management, Retirement Planning, Strategic Financial..., Series 53
Education
Le Moyne College 1982 — 1984
BS, Accounting
State University of New York at Canton 1980 — 1982
Associate's Degree, Accounting
Cicero High School 1976 — 1980
Sean Whalen's Calamos Investments Experience January 2011 - May 2013
Job Financial Services Wholesaler Midwest Regional Director at Cedar Capital
Industry Financial Services
Experience
Good Harbor Financial, LLC June 2013 - Present
Calamos Investments January 2011 - May 2013
Calamos Investments January 2010 - March 2011
Lenox Advisors January 2009 - January 2010
Nativity Preparatory School of New Bedford August 2007 - July 2008
Skills
Investments, Finance, Series 7, Mutual Funds, Asset Management, Financial Analysis, Portfolio Management, Asset Allocation, Management, Alternative Investments
Education
Marquette University 2003 — 2007
Bachelor of Science, Finance and Real Estate
Good Harbor Financial, LLC June 2013 - Present
Calamos Investments January 2011 - May 2013
Calamos Investments January 2010 - March 2011
Lenox Advisors January 2009 - January 2010
Nativity Preparatory School of New Bedford August 2007 - July 2008
Skills
Investments, Finance, Series 7, Mutual Funds, Asset Management, Financial Analysis, Portfolio Management, Asset Allocation, Management, Alternative Investments
Education
Marquette University 2003 — 2007
Bachelor of Science, Finance and Real Estate
Vanessa Laws's Calamos Investments Experience 2005 - 2008
Job Senior Compliance Analyst at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial July 2015 - Present
Mesirow Financial March 2012 - July 2015
Mesirow Financial March 2011 - March 2012
Milestone Resources LLC April 2010 - March 2011
UBS Global Asset Management August 2009 - April 2010
Man Investments May 2008 - April 2009
Calamos Investments 2005 - 2008
Calamos Investments 2001 - 2005
Calamos Investments 1999 - 2001
Northern Trust 1999 - 1999
Skills
Hedge Funds, Asset Managment, Alternative Investments, Mutual Funds, Investments, Operations Management, Financial Services, Series 7, CRM, Securities, Leadership, Department...
Education
Illinois State University 1989 — 1993
Bachelors of Science, Speech Pathology
Mesirow Financial July 2015 - Present
Mesirow Financial March 2012 - July 2015
Mesirow Financial March 2011 - March 2012
Milestone Resources LLC April 2010 - March 2011
UBS Global Asset Management August 2009 - April 2010
Man Investments May 2008 - April 2009
Calamos Investments 2005 - 2008
Calamos Investments 2001 - 2005
Calamos Investments 1999 - 2001
Northern Trust 1999 - 1999
Skills
Hedge Funds, Asset Managment, Alternative Investments, Mutual Funds, Investments, Operations Management, Financial Services, Series 7, CRM, Securities, Leadership, Department...
Education
Illinois State University 1989 — 1993
Bachelors of Science, Speech Pathology
Jerry Skiba's Calamos Investments Experience August 2008 - Present
Job Director of Security Operations at Calamos Investments
Industry Security and Investigations
Experience
Calamos Investments August 2008 - Present
Hotel Arista at CityGate Centre 2008 - Present
Villa Park Police Dept 1996 - Present
CitySales, Inc 1992 - 2008
Wheaton Police Dept 1990 - 1995
Wheaton Police Department 1992 - 1994
Val W. Poterek & Sons, Inc. November 1959 - November 1992
Skills
Security, Emergency Management, Private Investigations, Physical Security, Firearms, Surveillance, Enforcement, Corporate Security, Criminal Investigations, Security Training, Vulnerability Assessment, Supervisory Skills, Public Safety, Investigation, Patrol, Security Management, Security Operations, CCTV, Interrogation, First Aid, Internal Investigations, Risk Assessment, Security Audits, Executive Protection, Personal Protection, Homeland Security, Tactics, Personal Security, Crisis Management, Police, Workplace Violence, Asset Protection, Protection, Weapons, Criminal Justice, First Responder, Evidence, Close Protection, Crime Prevention, Disaster Response, Intelligence Analysis, Background Checks, Counterintelligence, Law Enforcement..., Self Defense, Incident Command, Access Control, Emergency Services, NIMS, Counterterrorism
Education
Loyola University Chicago
NEMRT
Calamos Investments August 2008 - Present
Hotel Arista at CityGate Centre 2008 - Present
Villa Park Police Dept 1996 - Present
CitySales, Inc 1992 - 2008
Wheaton Police Dept 1990 - 1995
Wheaton Police Department 1992 - 1994
Val W. Poterek & Sons, Inc. November 1959 - November 1992
Skills
Security, Emergency Management, Private Investigations, Physical Security, Firearms, Surveillance, Enforcement, Corporate Security, Criminal Investigations, Security Training, Vulnerability Assessment, Supervisory Skills, Public Safety, Investigation, Patrol, Security Management, Security Operations, CCTV, Interrogation, First Aid, Internal Investigations, Risk Assessment, Security Audits, Executive Protection, Personal Protection, Homeland Security, Tactics, Personal Security, Crisis Management, Police, Workplace Violence, Asset Protection, Protection, Weapons, Criminal Justice, First Responder, Evidence, Close Protection, Crime Prevention, Disaster Response, Intelligence Analysis, Background Checks, Counterintelligence, Law Enforcement..., Self Defense, Incident Command, Access Control, Emergency Services, NIMS, Counterterrorism
Education
Loyola University Chicago
NEMRT
Kristine Dulski's Calamos Investments Experience June 2002 - September 2012
Job Operations Analyst
Industry Financial Services
Experience
Herndon Capital Management, LLC October 2014 - Present
Investment Operations Inc May 2014 - October 2014
Citi Global Transactions Services September 2012 - May 2014
Calamos Investments June 2002 - September 2012
Calamos Investments May 1997 - June 2002
Skills
Mutual Funds, Asset Management, Securities, Financial Services, Accounting, Equities, Investments, Fixed Income, Disaster Recovery, Process Improvement, Microsoft Excel, Financial Analysis, Customer Service, Business Analysis, Internal Controls, Quality Certification, Team Leadership, Communication Skills, Client Relations Skills, Performance Reviews, Financial Reporting, Leadership, Account Reconciliation, Portfolio Management
Education
Illinois State University 1988 — 1992
BA, English
Montini catholic high school 1984 — 1988
Herndon Capital Management, LLC October 2014 - Present
Investment Operations Inc May 2014 - October 2014
Citi Global Transactions Services September 2012 - May 2014
Calamos Investments June 2002 - September 2012
Calamos Investments May 1997 - June 2002
Skills
Mutual Funds, Asset Management, Securities, Financial Services, Accounting, Equities, Investments, Fixed Income, Disaster Recovery, Process Improvement, Microsoft Excel, Financial Analysis, Customer Service, Business Analysis, Internal Controls, Quality Certification, Team Leadership, Communication Skills, Client Relations Skills, Performance Reviews, Financial Reporting, Leadership, Account Reconciliation, Portfolio Management
Education
Illinois State University 1988 — 1992
BA, English
Montini catholic high school 1984 — 1988
Elizabeth Watkins, IACCP®'s Calamos Investments Experience September 2011 - April 2014
Job Senior Managing Director, Chief Compliance Officer
Industry Investment Management
Experience
Ziegler Capital Management, LLC April 2014 - Present
Calamos Investments September 2011 - April 2014
Ziegler November 2003 - September 2011
Northwestern Mutual October 2002 - November 2003
Skills
Alternative Investments, Series 7, Series 63, Wealth Management, Fixed Income, Series 24, Series 66, Series 4, Series 53, Investment Management, Mutual Funds, Investments, Hedge Funds, AML, Securities, FINRA, Investment Advisory, Asset Managment, Uniform Combined State..., Equities, Financial Services, Capital Markets, Fixed Annuities, Asset Allocation, Investment Strategies, ETFs, Portfolio Management
Education
Northern Illinois University 1988 — 1990
BA
Marquette University 1986 — 1988
Ziegler Capital Management, LLC April 2014 - Present
Calamos Investments September 2011 - April 2014
Ziegler November 2003 - September 2011
Northwestern Mutual October 2002 - November 2003
Skills
Alternative Investments, Series 7, Series 63, Wealth Management, Fixed Income, Series 24, Series 66, Series 4, Series 53, Investment Management, Mutual Funds, Investments, Hedge Funds, AML, Securities, FINRA, Investment Advisory, Asset Managment, Uniform Combined State..., Equities, Financial Services, Capital Markets, Fixed Annuities, Asset Allocation, Investment Strategies, ETFs, Portfolio Management
Education
Northern Illinois University 1988 — 1990
BA
Marquette University 1986 — 1988
Kelsey Schmink's Calamos Investments Experience March 2009 - April 2010
Job Internal Sales Consultant at Invesco
Industry Financial Services
Experience
JPMorgan Chase August 2011 - August 2012
Invesco April 2010 - July 2011
Calamos Investments March 2009 - April 2010
Calamos Investments November 2007 - March 2009
Nordstrom May 2007 - August 2007
Nordstrom May 2006 - August 2006
Education
Indiana University - Kelley School of Business 2003 — 2007
Minor, Business
Indiana University Bloomington 2003 — 2007
Bachelor of Science, Apparel Merchandising
Frankton High School 1995 — 2003
JPMorgan Chase August 2011 - August 2012
Invesco April 2010 - July 2011
Calamos Investments March 2009 - April 2010
Calamos Investments November 2007 - March 2009
Nordstrom May 2007 - August 2007
Nordstrom May 2006 - August 2006
Education
Indiana University - Kelley School of Business 2003 — 2007
Minor, Business
Indiana University Bloomington 2003 — 2007
Bachelor of Science, Apparel Merchandising
Frankton High School 1995 — 2003
Samantha Steffen's Calamos Investments Experience February 2012 - Present
Job Human Resources Assistant & Staffing Coordinator at Calamos Investments
Industry Financial Services
Experience
Calamos Investments February 2012 - Present
A Plus Marketing Enterprises, Inc. February 2011 - December 2011
Burlington School District 301 August 2010 - February 2011
DSM Desotech June 2007 - January 2010
Skills
Employee Relations, Human Resources, Talent Acquisition, College Recruiting, Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Applicant Tracking...
Education
Illinois State University 2006 — 2010
BS, Marketing
Burlington Central High School 2002 — 2006
High School Diploma, General Studies
Calamos Investments February 2012 - Present
A Plus Marketing Enterprises, Inc. February 2011 - December 2011
Burlington School District 301 August 2010 - February 2011
DSM Desotech June 2007 - January 2010
Skills
Employee Relations, Human Resources, Talent Acquisition, College Recruiting, Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Applicant Tracking...
Education
Illinois State University 2006 — 2010
BS, Marketing
Burlington Central High School 2002 — 2006
High School Diploma, General Studies
Eve Cohen's Calamos Investments Experience July 2015 - Present
Job Associate Vice President Northeast at Calamos Investments
Industry Investment Management
Experience
Calamos Investments July 2015 - Present
Credit Suisse Private Banking USA September 1991 - May 2015
Skills
Equities, Fixed Income, Investments, Series 7, Trading, Private Equity, Management, Portfolio Management, Hedge Funds, Capital Markets, Securities, Private Banking
Education
Fordham Gabelli School of Business 1990 — 1995
Master of Business Administration (M.B.A.), Finance, General
Calamos Investments July 2015 - Present
Credit Suisse Private Banking USA September 1991 - May 2015
Skills
Equities, Fixed Income, Investments, Series 7, Trading, Private Equity, Management, Portfolio Management, Hedge Funds, Capital Markets, Securities, Private Banking
Education
Fordham Gabelli School of Business 1990 — 1995
Master of Business Administration (M.B.A.), Finance, General
Nimish Bhatt's Calamos Investments Experience January 2004 - Present
Job Senior Vice President & Chief Financial Officer at Calamos Investments
Industry Financial Services
Experience
Calamos Investments January 2004 - Present
BISYS Fund Services 1996 - 2003
Skills
Investments, Mutual Funds, Series 7, Hedge Funds, Asset Managment, Financial Reporting, Asset Management, Securities, Equities, Financial Analysis, Investment Management, Alternative Investments, Portfolio Management, Financial Services, Finance, Mergers & Acquisitions, Private Equity, Fixed Income, Due Diligence, Asset Allocation, Strategic Financial..., Investment Strategies
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2002
Master of Business Administration (MBA)
Gujarat University 1983 — 1986
Bachelor of Laws (LL.B.)
Gujarat University 1980 — 1983
Bachelor of Commerce (B.Com.), Accounting
St. Xaviers Loyola Hall
Calamos Investments January 2004 - Present
BISYS Fund Services 1996 - 2003
Skills
Investments, Mutual Funds, Series 7, Hedge Funds, Asset Managment, Financial Reporting, Asset Management, Securities, Equities, Financial Analysis, Investment Management, Alternative Investments, Portfolio Management, Financial Services, Finance, Mergers & Acquisitions, Private Equity, Fixed Income, Due Diligence, Asset Allocation, Strategic Financial..., Investment Strategies
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2002
Master of Business Administration (MBA)
Gujarat University 1983 — 1986
Bachelor of Laws (LL.B.)
Gujarat University 1980 — 1983
Bachelor of Commerce (B.Com.), Accounting
St. Xaviers Loyola Hall
David Glickman, CFA's Calamos Investments Experience April 2014 - Present
Job Sector Head, International Healthcare at Calamos Investments
Industry Investment Management
Experience
Calamos Investments April 2014 - Present
Mirae Asset Global Investments September 2010 - April 2014
Sigma Capital Management September 2009 - March 2010
Arcoda Capital Management October 2007 - September 2009
Cumberland Associates February 2004 - October 2007
Citigroup Asset Management 2001 - 2004
Skills
Portfolio Management, Investment Research, Hedge Funds, Asia Pacific, Investment Selection, US Equities, Emerging Markets, Investment Valuation, Chartered Financial..., Portfolio Managers, Asset Managment, Buy-side, Model Portfolio, Investment Strategies, Institutional Business...
Education
Harvard University 1997 — 2001
B.A., Economics
Miami Palmetto
Calamos Investments April 2014 - Present
Mirae Asset Global Investments September 2010 - April 2014
Sigma Capital Management September 2009 - March 2010
Arcoda Capital Management October 2007 - September 2009
Cumberland Associates February 2004 - October 2007
Citigroup Asset Management 2001 - 2004
Skills
Portfolio Management, Investment Research, Hedge Funds, Asia Pacific, Investment Selection, US Equities, Emerging Markets, Investment Valuation, Chartered Financial..., Portfolio Managers, Asset Managment, Buy-side, Model Portfolio, Investment Strategies, Institutional Business...
Education
Harvard University 1997 — 2001
B.A., Economics
Miami Palmetto
Chris Clements's Calamos Investments Experience September 2004 - May 2011
Job Senior Director, Leading Wealth Advisors at the Worth Group, LLC
Industry Financial Services
Experience
The Worth Group May 2014 - Present
Bramshill Investments, LLC. November 2013 - May 2014
T.S. Capital LLC. August 2011 - October 2013
Calamos Investments September 2004 - May 2011
Gartmore Global Investments September 2000 - September 2004
Prudential Securities September 1995 - September 2000
Smith Barney June 1987 - March 1995
Skills
Investments, Mutual Funds, Fixed Income, Equities, Financial Services, Trading, Financial Advisory, Business Development, Management, Marketing, Sales, Series 7, Alternative Investments, Structured Products, Series 63, Asset Allocation, Separately Managed..., ETFs, Wealth Management
Education
Marist College 1982 — 1986
BS-Finance, Finance & Marketing
The Worth Group May 2014 - Present
Bramshill Investments, LLC. November 2013 - May 2014
T.S. Capital LLC. August 2011 - October 2013
Calamos Investments September 2004 - May 2011
Gartmore Global Investments September 2000 - September 2004
Prudential Securities September 1995 - September 2000
Smith Barney June 1987 - March 1995
Skills
Investments, Mutual Funds, Fixed Income, Equities, Financial Services, Trading, Financial Advisory, Business Development, Management, Marketing, Sales, Series 7, Alternative Investments, Structured Products, Series 63, Asset Allocation, Separately Managed..., ETFs, Wealth Management
Education
Marist College 1982 — 1986
BS-Finance, Finance & Marketing
Darrell Hassler, CFA's Calamos Investments Experience February 2013 - Present
Job Director, Product Marketing at Calamos Investments
Industry Financial Services
Experience
Calamos Investments February 2013 - Present
Calamos Investments September 2007 - February 2013
Bloomberg LP August 2000 - September 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Editing, Social Media, Public Speaking, Portfolio Management, Social Media Marketing, Access, Marketing, Marketing Communications
Education
Illinois Institute of Technology
Master of Science (MS), Finance
Northern Illinois University
Bachelor of Science (B.S.), Journalism
Calamos Investments February 2013 - Present
Calamos Investments September 2007 - February 2013
Bloomberg LP August 2000 - September 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Editing, Social Media, Public Speaking, Portfolio Management, Social Media Marketing, Access, Marketing, Marketing Communications
Education
Illinois Institute of Technology
Master of Science (MS), Finance
Northern Illinois University
Bachelor of Science (B.S.), Journalism
Kimberly Marvel's Calamos Investments Experience November 2007 - January 2009
Job Marvel Consulting, Inc./President
Industry Accounting
Experience
Marvel Consulting, Inc. July 2009 - Present
Calamos Investments November 2007 - January 2009
Huen Electric, Inc. March 2005 - October 2007
Neumann Homes February 2000 - February 2005
Skills
Lien Waivers, Month End Close, Daily Cash Balance, Accounting, Accounts Payable, Reconciliation, Account Reconciliation, Excel, Financial Reporting, Outlook, Word, Customer Service, Microsoft Office, Problem Solving, General Ledger
Education
Judson University 1992 — 1995
BA, Accounting/Business Management
Grand Rapids School of Bible & Music 1990 — 1992
2 Yr, Bible
Marvel Consulting, Inc. July 2009 - Present
Calamos Investments November 2007 - January 2009
Huen Electric, Inc. March 2005 - October 2007
Neumann Homes February 2000 - February 2005
Skills
Lien Waivers, Month End Close, Daily Cash Balance, Accounting, Accounts Payable, Reconciliation, Account Reconciliation, Excel, Financial Reporting, Outlook, Word, Customer Service, Microsoft Office, Problem Solving, General Ledger
Education
Judson University 1992 — 1995
BA, Accounting/Business Management
Grand Rapids School of Bible & Music 1990 — 1992
2 Yr, Bible
Mi Yong Lang's Calamos Investments Experience May 2005 - January 2006
Job Vice President Fund Accounting at First Trust Portfolios L.P.
Industry Financial Services
Experience
First Trust April 2013 - Present
Guggenheim Funds Investment Advisors August 2007 - April 2013
Claymore Securities January 2006 - August 2007
Calamos Investments May 2005 - January 2006
Van Kampen Funds February 1997 - May 2005
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
MBA, Finance
Illinois State University 1992 — 1996
B.S., Finance and International Business
First Trust April 2013 - Present
Guggenheim Funds Investment Advisors August 2007 - April 2013
Claymore Securities January 2006 - August 2007
Calamos Investments May 2005 - January 2006
Van Kampen Funds February 1997 - May 2005
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
MBA, Finance
Illinois State University 1992 — 1996
B.S., Finance and International Business
Jennifer (Eichler) Warren's Calamos Investments Experience May 2004 - April 2005
Job Accounting Professional
Industry Accounting
Experience
Steffens and Styka P.C. September 2014 - Present
Rexam Beverage Can April 2005 - April 2009
Calamos Investments May 2004 - April 2005
Jackson National Asset Management, LLC May 2000 - May 2004
Skills
Accounting, Microsoft Excel, Finance, Mutual Funds, Account Reconciliation, Financial Accounting, Financial Analysis, Microsoft Word
Education
Eastern Illinois University 1996 — 2000
Accounting
Steffens and Styka P.C. September 2014 - Present
Rexam Beverage Can April 2005 - April 2009
Calamos Investments May 2004 - April 2005
Jackson National Asset Management, LLC May 2000 - May 2004
Skills
Accounting, Microsoft Excel, Finance, Mutual Funds, Account Reconciliation, Financial Accounting, Financial Analysis, Microsoft Word
Education
Eastern Illinois University 1996 — 2000
Accounting
Mary Ann McCully's Calamos Investments Experience 2009 - Present
Job Institutional Marketing Manager at Calamos Investments
Industry Financial Services
Experience
Calamos Investments 2009 - Present
Education
Marquette University
Bachelor of Science (BS), Business Administration
Calamos Investments 2009 - Present
Education
Marquette University
Bachelor of Science (BS), Business Administration
Sam Hummel's Calamos Investments Experience May 2015 - Present
Job
Industry Information Technology and Services
Experience
Calamos Investments May 2015 - Present
Westmont Park District May 2011 - August 2014
Seven Bridges Ice Arena May 2008 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Java, COBOL
Education
Illinois State University 2014 — 2016
Information Technology, Senior
University of Illinois at Urbana-Champaign 2011 — 2013
Actuarial Science, Sophomore
Westmont High School 2007 — 2011
High School, General Studies
Calamos Investments May 2015 - Present
Westmont Park District May 2011 - August 2014
Seven Bridges Ice Arena May 2008 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Java, COBOL
Education
Illinois State University 2014 — 2016
Information Technology, Senior
University of Illinois at Urbana-Champaign 2011 — 2013
Actuarial Science, Sophomore
Westmont High School 2007 — 2011
High School, General Studies