Calamos Investments
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,
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Calamos Investments Employees
Michael Beane Consulting October 2007 - Present
Kramer and Frank 2011 - 2011
LifeWatch December 2009 - September 2010
AYSO 2005 - 2010
Integrity Payment Systems September 2006 - November 2007
Open Solutions January 2003 - July 2006
Calamos Investments September 2002 - November 2002
Newspaper Services of America September 2001 - September 2002
Michael Beane Consulting March 1998 - September 2001
Geneer May 1997 - March 1998
Skills
Databases, Programming, FoxPro, .NET, T-SQL, Access, C#, Oracle, Microsoft SQL Server, Visual Basic, OOP, SQL, Windows, SSRS, jQuery, MVC, Software Development, XML, Visual Studio, ASP, Program Management, Requirements Analysis, Analysis, Web Services, DB2, Software Design, Integration, JavaScript, Software Project..., IIS, COBOL, Testing, LINQ, Web Development, HTML, Web Applications, HTML 5, TFS, ASP.NET, Database Design, ASP.NET MVC, Process Improvement, AJAX, VB.NET, Agile Methodologies
Education
University of Wisconsin-Madison - School of Business 1978 — 1979
BBA, Business
Northwestern University 1975 — 1977
Journalism
Nippon Sharyo USA Inc June 2015 - Present
Tails Humane Society February 2015 - May 2015
Dairy Joy Drive-In August 2006 - May 2015
Calamos Investments May 2014 - December 2014
Suncast Corporation May 2012 - August 2013
Skills
Pricing, Management, Retail, Team Leadership, Team Building, Inventory Management, Sourcing, Process Improvement, Sales, Analysis, Project Planning, Employee Training, Human Resources, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Microsoft Office
Education
Northern Illinois University 2011 — 2015
Bachelor's Degree, Human Resources Management
Vedder Price September 2014 - Present
Huron Consulting Group March 2014 - September 2014
Mayer Brown March 2010 - March 2014
Allstate February 2008 - April 2010
Calamos Investments August 2006 - December 2007
Jenner & Block 2000 - 2006
Bowne Business Solutions 2000 - 2003
Skills
Information Security, Virtualization, Intrusion Detection, Business Continuity, Compliance, Disaster Recovery, Security, Physical Security, Risk Management, Cisco Technologies, Vulnerability Assessment, Information Security..., Network Security, Software Documentation, Governance, Computer Security, ISO 27001, Infrastructure, Business Continuity..., CISSP, IT Operations, Networking, Information Technology, Integration, Computer Forensics
Education
Norwich University 2005 — 2007
Masters
University of Illinois at Chicago 1995 — 1998
Bachelor
Lyons Township High School 1987 — 1991
Diploma
Citadel LLC October 2014 - August 2015
Calamos Investments October 2011 - October 2014
Hilton Garden Inn January 2011 - May 2011
Saint Mary's College August 2010 - May 2011
Saint Mary's College January 2010 - May 2010
Skills
PowerPoint, Public Relations, Event Management, Microsoft Office, SPSS, Customer Service, Nonprofits, Research, Microsoft Excel, Event Planning, Marketing Communications, Training, Sales, Social Media, Time Management, Facebook, Social Media Marketing, Blogging
Education
Saint Mary's College 2007 — 2011
Bachelor of Arts, Communication Studies
PMA Financial Network, Inc. January 2014 - Present
The Children's Place April 2012 - January 2014
Calamos Investments May 2013 - December 2013
The Children's Place October 2008 - April 2012
Skills
Associate Training, Microsoft Office, Mac OS X, Windows, Communication, Management, Visual Merchandising, Retail Sales, OS X, Store Management, Loss Prevention, Training, Customer Service, Time Management, Teamwork, Retail, Recruiting, Inventory Management, Customer Satisfaction, Merchandising, Sales, Data Entry
Education
Northern Illinois University 2009 — 2014
Geneva Community High School
The Townsend Group August 2013 - Present
Calamos Investments February 2011 - February 2013
Nuveen Investments May 2006 - March 2011
Merrill Lynch February 2005 - March 2006
Strong Capital Management August 2001 - November 2004
Web Street February 1999 - March 2001
Aztec Technology Partners January 1998 - March 1999
Ardis Company (A Motorola Company) November 1992 - December 1997
Andersen Consulting June 1987 - November 1992
Skills
Leadership, Strategy Development, Product Management, Marketing, Asset Management, Alternative Investments
Education
The University of Chicago - Booth School of Business 1989 — 1991
M.B.A., Finance and Policy Studies
Purdue University 1983 — 1987
B.S., Mathematics
Purdue University - Krannert School of Management 1983 — 1987
B.S.I.M., Industrial Management
Benet Academy
Calamos Investments August 2014 - Present
Calamos Investments January 2011 - August 2014
Calamos Investments December 2009 - January 2011
Skills
Series 7, Series 63, Mutual Funds, Financial Services, Sales, Customer Service, Investments, Asset Allocation
Education
North Central College 2007 — 2009
Bachelor of Arts (B.A.), Finance, Economics
Farmers Insurance & Financial Services June 2013 - Present
Keeley Investment Corp. February 2011 - February 2013
Calamos Investments June 2006 - June 2010
COTE Family Enterprises 2004 - 2005
Skills
Mutual Funds, Investments, CRM, Series 7, Asset Management, New Business Development, Insurance, Management, Series 63, Customer Service, Team Building, Client Relationship..., Strategic Planning, Series 6, Territory Management, Financial Planning, Sales Operations, Channel Sales, Customer Relations, Consultative Selling, Series 65, Outside Sales, Hybrid Sales, Account Management, Client Service Training, Territory..., Team Leadership, Word, Excel, Microsoft Office, Problem Solving, Negotiation, Business Strategy, Risk Management, Outdoor Recreation, Recreation Planning, Client Engagement, Business Relationship..., Convertible Securities, Superior Client Service, Call Center Training, Sales Rep Training, Trade Shows, Process Improvement, Marketing Strategy, Series 26, Sales, Change Management, Business-to-Business...
Education
Southern Illinois University, Carbondale
BS, Education & Outdoor Recreation
Calamos Investments February 2005 - Present
Scudder Investments / DWS Investments April 2004 - March 2005
Scudder Investments December 1999 - April 2004
Scudder Investments November 1998 - December 1999
Kemper Funds / Scudder Investments December 1996 - November 1998
Skills
FINRA Series 6,63,7 and..., CRM, Financial Services, Investments, Management, Training, Sales, Retirement Planning, Forecasting, Finance, Sales Operations, Sales Management, Mergers & Acquisitions, Series 6, Fixed Annuities, Retirement
Education
Northeastern Illinois University 1992 — 1996
B.S., Political Science, Cum Laude
Rock Island High School
Honeywell August 2014 - Present
The Toro Company 2014 - 2014
Calamos Investments August 2012 - December 2012
Hollister June 2012 - August 2012
BENNU Legal Services NFP January 2012 - May 2012
Skills
Salesforce.com, Microsoft Office, Customer Service, SAP, Troubleshooting, Leadership, Team Leadership, Training, Management, PowerPoint, Microsoft Excel, Public Speaking, Social Media Marketing, Access, Event Management, Time Management, Social Networking, Facebook, Program Management, Process Improvement, Inventory Management, Event Planning, Analysis, Social Media, Teamwork
Education
Northern Illinois University 2011 — 2013
Bachelor's degree, Operations and Information Management
Moraine Valley Community College 2009 — 2011
Associate of Science (A.S.), Business Administration and Management, General
Matthews Asia March 2014 - Present
Calamos Investments April 2010 - February 2014
Partners Wealth Management April 2005 - April 2010
Skills
Investment Management, Series 7, Wealth Management, Mutual Funds, Alternative Investments, Hedge Funds, Retirement Planning, PowerPoint, E-money, Morningstar, Google Analytics, HTML, Sitecore, Building Relationships, Team Building, Asset Managment, UCITS, Investment Compliance, Asset Allocation, Tactical Asset..., Development &..., Synchronism with Sales, Dreamweaver, Marketing Strategy, Marketing Communications, Digital Marketing, SEO, Email Marketing, SEM, Direct Marketing, Presentations, Due Diligence, Trade Shows, Webcasting, Webinar Development, Webinar Management, Conference Organization, Retirement, 401k, Leadership, Securities, Customer Segmentation..., Asset Management
Education
Saint Xavier University 2005 — 2007
MBA, Financial Planning
Medtronic January 2015 - Present
Deluxe Corporation June 2014 - December 2014
Deloitte & Touche, LLP September 2012 - June 2014
Deloitte & Touche, LLP September 2010 - September 2012
Poydence & Company January 2010 - September 2010
Northern Illinois University March 2008 - August 2009
Calamos Investments May 2007 - August 2007
Skills
Accounting, Auditing, Sarbanes-Oxley Act, Financial Accounting, Financial Reporting, QuickBooks, Internal Controls, Leadership, Finance, Corporate Finance, Entrepreneurship, Tax
Education
Northern Illinois University - College of Business 2008 — 2009
Masters of Accounting Science
Northern Illinois University - College of Business 2004 — 2008
Bachelors of Accounting Science
Neuqua Valley High School
Calamos Investments July 2015 - Present
Aberdeen Asset Management May 2013 - Present
Artio Global June 2011 - May 2013
ARTIO GLOBAL April 2008 - June 2011
AllianceBernstein June 2003 - July 2006
Skills
Fixed Income, Asset Allocation, Alternative Investments, Bloomberg, Equities, Investments, Portfolio Management, Hedge Funds
Education
Pace University - Lubin School of Business 1999 — 2003
BBA, Finance, Economics
Vestmark July 2015 - Present
Advanced Objects February 2010 - January 2015
Calamos Investments February 2007 - February 2010
Nuveen Investments March 2000 - February 2007
Skills
Business Technology..., Business Growth..., Distribution Strategies, Marketing Strategy, Investment Management, Asset Management, Analytics, CRM, Segmentation, Integrated Marketing, Marketing, Sales, Mutual Funds, ETFs, CEFs, Separately Managed..., Agile Application..., User Interface, Asset Managment, Strategy, Investments, Email Marketing, Competitive Analysis, Marketing Communications, Relationship Management, Series 7, Series 63
Education
University of Notre Dame 1986 — 1990
BBA, Marketing
Northwestern University 1990 — 1991
MSA, Advertising/Integrated Marketing
Northern Trust Corporation November 2014 - Present
Northern Trust Bank October 2010 - November 2014
Calamos Investments December 2005 - October 2010
Calamos Investments April 2000 - December 2005
Bank Financial August 1995 - April 2000
Skills
Operations Management, Risk Management, Data Analysis, Equities, Financial Services, Fixed Income, Securities, Bloomberg, Investments, Finance, Banking, Asset Management, Trading
Education
Rockford University 1990 — 1994
Bachelor's of Science, Business Administration and Management, General
The Brass Tap January 2015 - Present
P.F. Chang's China Bistro February 2014 - January 2015
Computershare July 2012 - September 2013
The Olive Garden August 2009 - October 2012
Crestwood Police Department September 2006 - September 2009
Calamos Investments December 2007 - August 2009
Calamos Advisors LLC December 2007 - August 2009
Skills
Microsoft Office, Troubleshooting, Microsoft Excel, Outlook, Windows, Customer Service, Security, Microsoft Word, Windows 7, Business Analysis, PowerPoint, Computer Hardware, Call Centers, Data Entry, Time Management, Training, OS X, Teamwork
Education
Moraine Valley Community College 2008 — 2010
Western Illinois University 2007 — 2008
Ecolab July 2015 - Present
Calamos Investments February 2014 - August 2015
Accenture August 2006 - September 2012
Skills
Photoshop, Visio, Illustrator, Digital Photography, Space Management, Technical Support, Cisco Telepresence, Purchase Orders, Social Media, Office Management, Microsoft Office, Executive..., Office Equipment..., Event Planning, Online Research, SurveyMonkey, Bilingual-English/Spanis..., Microsoft Excel, Customer Service, Organizational..., Leadership, Vendor Management, Project Management
Education
Northeastern Illinois University
Bachelor of Arts (BA), Business and Psychology
Calamos Investments February 2014 - Present
Calamos Investments August 2012 - February 2014
Calamos Investments May 2010 - August 2012
Delta Sigma Pi August 2009 - June 2010
Experiential Learning Center- The Bradford Group August 2009 - December 2009
NIU Honors Program August 2008 - December 2008
NIU Housing and Dining August 2007 - May 2008
Skills
Outlook, PowerPoint, Access, Word, Exact Target, Sitecore, Adobe Acrobat, SharePoint
Education
Northern Illinois University 2006 — 2010
Bachelor of Science, Marketing; Interactive Marketing
Calamos Investments 2012 - Present
Harris Associates 2009 - 2012
Harris Associates LP. 2007 - 2009
Harris Associates LP 2004 - 2007
Caremark CVS 2003 - 2004
Caremark CVS 1999 - 2003
Efficient Market Services 1997 - 1999
Allstate Insurance 1995 - 1997
Skills
Process Improvement, Outsourcing, Risk Management, Program Management, Security, Strategy, Vendor Management, Project Management, Team Building, IT Strategy, Management, Infrastructure..., Software Development, Quality Assurance, Technology Management, Portfolio Management, Agile Methodologies, PMO, Leadership, Business Analysis, Financial Services, SDLC, Strategic Technology..., Resource Management, Vendor Relationship..., Liaison, Security Management, Data Governance, Solution Development, Enterprise Data, Digital Business..., Strategic Vision, Team Leadership, Team Motivation
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Business Strategy & International Business
University of Illinois at Chicago
BS, Computer Engineering
SunTrust Bank April 2014 - Present
Federal Home Loan Bank of Atlanta February 2007 - March 2014
SunTrust Bank April 1999 - May 2004
Calamos Investments September 1997 - March 1999
First National Bank of Chicago July 1991 - 1997
Skills
Banking, Risk Management, Process Improvement, Portfolio Management, Mutual Funds, Sarbanes-Oxley Act, Securities, Strategy, Trading, Leadership, Fixed Income, Financial Services, Cash Management
Education
Northern Illinois University - College of Business 1987 — 1997
M.B.A. and B.A., Business Administration and Journalism
Cannon Financial Institute
Certified Securities Operations Professional, Investments and Securities
Mesirow Financial 2014 - Present
Mesirow Financial 2012 - 2014
Mesirow Financial 2009 - 2012
Calamos Investments 2007 - 2009
Northern Trust 2000 - 2007
Skills
Investments, Fixed Income, Hedge Funds, Mutual Funds, Investment Management, Investment Strategies, Bonds, Currency, Asset Managment, Portfolio Management, Equities, Bloomberg, Investment Advisory, Derivatives, Series 7
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Finance, Accounting, Economics, International Business
CFA Institute 2001 — 2003
Chartered Financial Analyst
Northwestern University 1996 — 2000
BA, Economics, Music Performance
William Blair & Company 2015 - Present
Chinese Finance Association of America, NFP 2009 - Present
Calamos Investments 2013 - 2015
Mesirow Advanced Strategies 2012 - 2013
UBS Global Asset Management 2003 - 2011
UBS Global Asset Management 1999 - 2003
China Agribusiness Development Trust & Investment Corp. 1995 - 1996
China Vanke Co. Ltd. 1994 - 1995
Skills
Possess strong..., Strongly self-motivated, Communication Skills, Fluent in Chinese, Chinese, Finance, Emerging Markets, Investments, Equities
Education
University of Illinois at Urbana-Champaign - College of Business
Master of Science, Finance
University of Illinois at Urbana-Champaign
Master of Arts, Sociology
Peking University
Bachelor's degree, Sociology
Calamos Investments June 2015 - Present
Calamos Investments May 2014 - June 2015
Modern Marketing Partners January 2013 - May 2014
North Central College March 2012 - May 2014
Katz Media Group January 2014 - March 2014
North Central College June 2012 - August 2013
Skills
Statistics, Marketing Communications, Market Research, Social Media Marketing, Online Marketing, Marketing Strategy, Sales Presentations, Creative Writing, Proposal Writing, Public Speaking, Market Analysis, Internal Communications, Crisis Communications, Team Leadership, Motivational Speaking, Social Media
Education
North Central College 2010 — 2014
Bachelor of Arts (BA), Marketing/Organizational Communications, GPA: 3.8/4.0
Department of Veterans Affairs 2012 - Present
Calamos Investments 2007 - 2011
United States Marine Corps 2002 - 2007
Education
Northern Illinois University 2007 — 2011
Bachelor of Arts (B.A.), Economics & Political Science
Calamos Investments December 2010 - Present
Calamos Investments February 2013 - February 2015
Calamos Investments February 2012 - February 2013
Calamos Investments December 2010 - February 2012
McDonald's Corporation August 2010 - December 2010
Calamos Investments May 2010 - August 2010
Education
Northern Illinois University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Northern Illinois University 2007 — 2010
Bachelor of Science, Management; Human Resource Management
Illinois Constructors Corporation October 2014 - Present
Atkore International - Temp Position May 2014 - September 2014
K-12 Teachers Alliance December 2012 - November 2013
Calamos Investments November 2011 - July 2012
Sara Lee Corporation March 2004 - November 2011
Hines Interests March 2003 - March 2004
Hines Interests - Midwest Regional Office November 1998 - March 2003
Sara Lee Corporation June 1998 - November 1998
Sara Lee Corporation - Bakery Division September 1997 - May 1998
Sara Lee Corporation July 1994 - September 1997
Skills
Event Planning, Outlook, Project Management, Microsoft Excel, Administrative..., Microsoft Word, PowerPoint, Office Management, Lotus Notes, Employee Relations, Microsoft Office, Budgets, Customer Service, Human Resources, SAP, Teamwork, Time Management, Access, Administration, Administrative..., Management
Education
Saint Leo University
BA - Business Management, Business Management (1 class remaining)
RNC Genter Capital Management April 1999 - December 2009
Calamos Investments January 1998 - April 1999
AEGON USA Investment Management May 1990 - May 1996
Securites Counselors of Iowa February 1985 - March 1990
Skills
Investment Strategies, Investment Management, Marketing, Portfolio Management, Asset Allocation, Strategic Planning, Institutional, Wealth Management..., Separately Managed..., Financial Advisory, Client Services, Asset Management
Education
Northern Illinois University 1974 — 1976
MS, Education
University of Central Florida 1970 — 1972
BSBA, Marketing
Okaloosa-Walton Junior College 1967 — 1969
University of South Alabama 1966 — 1967
KPMG US October 2014 - September 2015
Southern Illinois University August 2013 - July 2014
Calamos Investments June 2013 - August 2013
Skills
Financial Analysis, Accounting, Financial Reporting, Auditing, Financial Accounting, Internal Audit, Financial Modeling
Education
Southern Illinois University, Carbondale 2013 — 2014
MAcc, Accounting
Southern Illinois University, Carbondale 2010 — 2013
Bachelor's degree, Accounting
Lincoln Elementary School March 2015 - Present
Galena Cellars Winery June 2014 - Present
Calamos Investments November 2012 - May 2014
Calamos Investments September 2009 - November 2012
Calamos Investments September 2008 - January 2009
Calamos Investments October 2006 - September 2008
Washington Mutual April 2006 - September 2006
Skills
SharePoint Designer, Cross-functional Team..., Project Coordination, Organizational..., CRM, Marketing, Sales
Education
North Central College 2004 — 2006
Marketing, Liberal of Arts
KPMG US September 2014 - Present
KPMG US July 2013 - September 2014
KPMG May 2014 - August 2014
KPMG US January 2012 - July 2013
KPMG January 2011 - March 2011
Calamos Investments May 2010 - August 2010
Best Buy May 2005 - August 2008
Skills
Auditing, Financial Analysis, Financial Reporting, Financial Accounting, Managerial Finance, Public Speaking, Networking, Communication Skills, Supervising, Technical Accounting..., Financial Statements, Accounting, GAAP, US GAAP
Education
Northern Illinois University
Bachelor's of Science, Accountancy, 3.81 Cumulative GPA
Neuqua Valley High School
National Safety Council March 2013 - Present
National Safety Council June 2010 - March 2013
Calamos Investments December 2006 - June 2010
Calamos Investments December 2005 - December 2006
Calamos Investments May 2004 - December 2005
Pardridge Insurance May 2003 - January 2005
Skills
Excel, Analysis, Financial Analysis, Financial Reporting, Access, Teamwork, Microsoft Excel, Microsoft Word, Financial Planning, Financial Modeling, Accounting, Financial Accounting, Microsoft Office, Word, PowerPoint, Writing, Attention To Detail, Customer Service, Stress Management, Multitasker, Organizing, Persistence, Determination, Independent, Integrity, Investments, Management, Leadership, Financial Statements
Education
Northern Illinois University 2002 — 2006
Bachelor's, Accountancy
Illinois Association of School Business Officials October 2011 - Present
NSA Media January 2011 - October 2011
Calamos Investments August 2010 - December 2010
Ratner Company, Hair Cuttery May 2007 - November 2010
Northern Illinois University August 2009 - May 2010
Illinois Nightlife January 2009 - May 2009
Education
Northern Illinois University 2006 — 2010
Bachelor of Science, Marketing; Interactive Marketing, International Business
Career Logics Institute of Hair Design 2004 — 2006
Cosmetology License, Cosmetology
Calamos Investments October 2013 - Present
KeyLimeTie January 2009 - September 2013
Claymore Securities 2007 - 2008
The Brighton Group, LLC 2006 - 2006
Exelon 2000 - 2005
New Resources Corp 1995 - 1999
Skills
ASP.NET, .NET, C#, SQL Server, HTML
Education
Northern Illinois University 1992 — 1995
Bachelor of Science (BS), Computer Science
EY July 2014 - Present
GE November 2009 - June 2014
Calamos Investments April 2007 - June 2009
Interactive Data December 2006 - March 2007
HyperFeed Technologies February 2002 - November 2006
Tellabs April 2001 - November 2001
Skills
Process Improvement, Quality Assurance, White Box Testing, C#, Testing, Test Planning, Risk Based Testing, Java, Project Management, Black Box Testing, Databases, Agile Methodologies, Integration, SDLC, Software Quality..., User Acceptance Testing
Education
University of Illinois at Chicago 1999 — 2000
Masters, Computer Engineering
National Institute of Technology Rourkela 1993 — 1997
Bachelors, Applied Electronics & Instrumentation Engg.
Green Belt certified
ISTQB certified
QAI
CSQA Certification
Calamos Investments July 2001 - Present
SilverStream Software 2000 - 2001
American National Bank & Credit Card 1997 - 1999
DC Systems 1996 - 1997
Education
Northern Illinois University 1991 — 1994
Bachelors, Operations Management and Information Systems
Ortho Molecular Products January 2014 - Present
Ortho Molecular Products September 2010 - December 2013
John B. Sanfilippo & Son, Inc. February 2008 - September 2010
Precious Moments September 2005 - February 2008
Calamos Investments February 2004 - August 2005
US Army January 1991 - October 2000
Skills
SSRS, SQL, Data Warehousing, Database Administration, Business Intelligence, Vendor Management, Microsoft CRM, Microsoft SQL Server, SSAS, Analysis Services, Database Design, ERP, CRM, SSIS, ETL, Integration, Databases, Software Documentation, Business Objects, Performance Tuning, Visio, SDLC, SharePoint, DTS, Data Modeling, EDI, Stored Procedures, Data Migration, SQL Tuning, Data Integration, Crystal Reports, T-SQL, Dashboard, OLAP, Leadership, Business Intelligence..., Relational Databases, Database Admin, SQL Server Management..., Management, Business Analysis, Microsoft Office
Education
Northern Illinois University 2002 — 2003
B.S., Computer Science
McHenry County College 2000 — 2002
A.S, General Studies
Life Spine October 2011 - Present
Encore Repair Services, Inc. December 2006 - September 2011
Kintetsu World Express 2004 - 2006
Calamos Investments 2004 - 2004
Skills
QuickBooks, Oracle, Sage MAS200, GreatPlains, Peachtree, Microsoft Excel, Microsoft Word, GAAP, Time Management
Education
Northern Illinois University
BS, Accountancy
Chicago Trading Co. July 2007 - Present
Q Interactive August 2006 - July 2007
Calamos Investments October 2005 - September 2006
CoolSavings, Inc June 1999 - September 2005
Spencer Stuart August 1995 - June 1999
Swiss Bank Corp August 1992 - August 1995
O'Connor & Associates 1990 - 1992
Skills
Strategic Planning, Project Management, SQL, Business Analysis, Agile Methodologies, Database Design, Database Administration, Relational Databases, Database Servers, Microsoft SQL Server, SQL Tuning, SDLC, Data Warehousing, T-SQL, IT Strategy, Analytics, Databases, Trading Systems, Enterprise Architecture, Data Modeling, Disaster Recovery, Business Intelligence, ETL, Visio, Integration
Education
Northwestern University 1986 — 1990
BA
Private Consulting 2008 - Present
Calamos Investments February 2001 - March 2008
DAVID GOMEZ & ASSOCIATES, Chicago, Illinois March 1998 - January 2001
ZURICH KEMPER INVESTMENTS, Chicago, Illinois February 1980 - January 1998
Skills
Mergers & Acquisitions, Asset Managment, Financial Modeling, Strategy, Investments, Mutual Funds, Financial Services, Asset Management, Financial Planning
Education
Southern Illinois University, Carbondale 1973 — 1977
BS, Accountancy
SunGard Brokerage & Securities Services LLC December 2013 - Present
SunGard Brokerage & Securities Services LLC March 2010 - December 2013
Calamos Investments October 2008 - March 2010
Calamos Investments March 2005 - October 2007
Calamos Investments June 2003 - March 2005
American Express Financial Advisors June 2002 - August 2002
Skills
Equities, Customer Service, Microsoft Excel, Business Operations, Business Analysis, Compliance, Series 7, Customer Relations, Soft Dollars, Procurement, Financial Analysis, Budget Forecasts, CRM, Software Documentation, Leadership, Project Management, Budgets, Process Improvement, Analysis
Education
Northern Illinois University - College of Business 2005 — 2007
Master, Business Administration
Northern Illinois University 1999 — 2003
Undergraduate, Finance
Parksite October 2013 - Present
Alcatel-Lucent April 2009 - June 2013
Calamos Investments February 2007 - January 2009
Calamos Investments October 2006 - February 2007
Greenbrier & Russel February 1997 - October 2006
Wachovia Securities 2003 - 2006
Hu-Friedy Manufacturing Company Inc. 2000 - 2001
McDonald's May 1999 - August 1999
Joint Commission July 1998 - February 1999
BP Amoco May 1997 - April 1998
Skills
Visio, Business Analysis, Requirements Analysis, Business Intelligence, SDLC, SQL, Requirements Gathering, Quality Assurance, Databases, Data Analysis, ERP, Agile Methodologies, Microsoft SQL Server, Software Development, SharePoint, Testing, Integration, Software Project..., ITIL, Business Requirements, CRM, Analysis, Data Warehousing, Project Planning, Project Management, User Acceptance Testing, Vendor Management, Business Process, PMO, SAP, ETL, Team Leadership, Management, IT Strategy
Education
Northern Illinois University 1987 — 1991
BS, Operations Management & Information Systems
Calamos Investments October 2011 - Present
InView Investment Management, LLC May 2006 - October 2011
RE/MAX Action December 2002 - November 2010
UBS Global Asset Management 1985 - 2001
Brinson Partners, Inc. 1990 - 1994
Brinson Partners Inc. 1987 - 1990
Skills
Advertising, Asset Management, Asset Allocation, Asset Managment, Management, Portfolio Management, Investments, Due Diligence, Selling, Real Estate, Business Development, CRM, Investment Strategies, Marketing, Mutual Funds, Sales
Education
Northern Illinois University
B.S., Finance, Economics minor
Calamos Investments May 2014 - August 2014
RE/MAX May 2012 - August 2013
Delnor Community Hospital September 2009 - October 2010
Chicagoland Pool Management June 2009 - September 2010
Skills
Social Media, Marketing, Microsoft Office, Customer Service, Time Management, Leadership, Teamwork, Sales, Social Networking, Business Development, Public Speaking, Microsoft Excel, Public Relations, Research, Real Estate, Access, PowerPoint, CRM
Education
Purdue University 2011 — 2015
Bachelor’s Degree, Selling and Sales Management
Purdue University 2011 — 2015
Entrepreneurship and Innovation Certificate
Saint Francis High School - College Preparatory 2007 — 2011
High School Diploma, College Preparatory
Calamos Investments March 2014 - Present
Calamos Investments March 2010 - February 2014
Calamos Investments March 2008 - March 2010
Calamos Investments October 2007 - March 2008
Calamos Investments January 2003 - September 2007
Skills
Asset Management, Investments, Mutual Funds, Equities, CRM, Strategic Planning, Project Management, Process Improvement, Pipeline Management, Business Development, Team Building, Regulatory Compliance, Team Leadership, Client Presentation, Coordinate Meetings, Management, Financial Services, Wealth Management, Alternative Investments
Education
Northern Illinois University 2008 — 2011
Master in Business Administration(MBA)
Northern Illinois University 1999 — 2003
Bachelor of Science, Operations & Information Management
Halo Investing, Inc. May 2015 - Present
Credit Suisse January 2013 - May 2015
Credit Suisse December 2009 - January 2013
Credit Suisse June 2008 - December 2009
Calamos Investments May 2007 - August 2007
Knott Capital May 2006 - August 2006
Page Mill Partners May 2005 - August 2005
Salomon Smith Barney May 2004 - August 2004
Education
Northwestern University - Kellogg School of Management 2011 — 2014
Master of Business Administration (M.B.A.), Finance and Management & Organizations, GPA: 3.732 / 4.0
Northern Illinois University 2005 — 2007
Bachelor's Degree, Economics, GPA: 3.8 / 4.0, 4.0 / 4.0 within Economics Major
Rollins College 2003 — 2005
Economics, Transferred to NIU
Calamos Investments February 2000 - Present
Lind Waldock and Company November 1997 - February 2000
Continental Grain Company 1984 - 1997
ContiCommodity Service Inc 1982 - 1984
Skills
Equities, Management, Trading, Asset Management, Investments, Leadership, Series 6, Mutual Funds, Account Reconciliation, Series 7, Series 63
Education
Northern Michigan University 1976 — 1980
Bachelors, Finance and Economics
Evanston Township
General Studies
Evanston Township
Evanston Township
Calamos Investments June 2015 - August 2015
Treatspace June 2014 - September 2014
The Heinz Endowments June 2013 - August 2013
Skills
Microsoft Excel, Matlab, Editing, Finance, PowerPoint, Proposal Writing, Microsoft Office, Microsoft Word, C++, R, Statistics, Econometrics, Valuation, Analysis, Project Management, AMPL, Industrial Engineering, SQL, Data Mining, Stata
Education
Northwestern University 2013 — 2017
B.S. in Industrial Engineering & Management Sciences and B.A. in Economics
Northwestern University - Kellogg School of Management 2015 — 2017
Certificate Program for Undergraduates, Financial Economics
Vincentian Academy 2009 — 2013
Sikich May 2013 - August 2015
Ingenium Partners LLC 2009 - April 2013
SNI Companies 2005 - 2008
Deltak edu (Rasmussen College Inc.) 2004 - 2005
Crestwood Associates/TAG 2001 - 2003
Calamos Investments 1998 - 2001
Harrah's Entertainment 1993 - 1998
River Forest Bancorp 1992 - 1993
KPMG Peat Marwick 1989 - 1992
Skills
Accounting, Executive Management, Executive Search, Recruiting, Sarbanes-Oxley Act, Financial & Operational..., Corporate Budgeting, Capital Budgeting, Start-ups, Human Resources, Finance, Management, Strategy, Business Process..., Consulting, ERP, Internal Audit, Outsourcing, Change Management
Education
Northern Illinois University
B.S.
Millennium Trust Company April 2015 - Present
Calamos Investments June 2010 - April 2015
Euro RSCG June 2004 - June 2010
Self-employed October 2003 - June 2004
Primedia September 2000 - October 2003
Skills
Art Direction, Corporate Identity, Creative Direction, Logo Design, Typography, Graphic Design, Adobe Creative Suite, Layout, Adobe Acrobat, Illustration, Branding & Identity, Mac, Dreamweaver, Advertising, Illustrator, Information Architecture, Web Design, InDesign, Interaction Design, User Interface Design, Graphics, Email Marketing, Website Development, Digital Marketing, Creative Strategy, Collateral, Posters, QuarkXPress, Visual Communication, High-end Retouching, Flash Animation, After Effects
Education
Southern Illinois University, Carbondale 1995 — 1999
Bachelor of Arts (B.A.), Graphic Design
Calamos Investments June 2012 - Present
LifeStart Wellness Network February 2011 - March 2014
Aurora Country Club April 2009 - October 2013
Education
North Central College 2010 — 2011
Bachelor of Arts (B.A.), Finance & Economics
Microsoft August 2015 - Present
PSC Group, LLC December 2013 - August 2015
Fermi National Accelerator Laboratory February 2011 - November 2013
GE Intelligent Platforms June 2009 - February 2011
Quilogy March 2008 - June 2009
Calamos Investments 2006 - 2008
Hudson Global Resources 2004 - 2006
Advanced Data Systems 2001 - 2004
Panduit January 1998 - January 2001
neumann homes 1999 - 2001
Skills
.NET, C#, ASP.NET, WCF, Visual Studio, SharePoint, Microsoft SQL Server, TFS, Nintex, Office 365, SharePoint Designer, SSRS, SSIS, SOA, Microsoft Office..., Analysis Services, VSS, VB.NET, Web Parts, Winforms, JavaScript, WPF, Crystal Reports, InfoPath, HTML, IIS, T-SQL, SQL, Business Intelligence, Web Services, ASP, SQL Server, OOP, ADO.NET, AJAX, LINQ, CAML, HTML 5, CSS3, Responsive Web Design, Sharepoint Branding, jQuery, Testing, XML, Software Development, Microsoft Office, Software Design, Web Development, SDLC, Windows Azure
Education
Northern Illinois University 1994 — 1998
B.S., Computer Science
T.F. South 1985 — 1989
Calamos Investments 2013 - Present
Thornburg Investment Management 2012 - 2012
J.P. Morgan 2008 - 2011
J.P. Morgan 2007 - 2008
Skills
Valuation, Leveraged Finance, Private Equity, Financial Modeling, Emerging Markets, Fixed Income, Equities, Due Diligence, Investment Banking, Investments, Hedge Funds, LBO, Capital Markets, Alternative Investments, Bloomberg, Equity Research, DCF, Derivatives, Corporate Finance, Portfolio Management, High Yield, Venture Capital, Equity Valuation, Mutual Funds, Asset Management, Investment Management
Education
Kellogg School of Management 2011 — 2013
MBA, Finance, Management & Organization, and Entrepreneurship
Columbia University 2003 — 2007
Bachelor of Science, Computer Science & Economics
Calamos Investments 2010 - Present
Naperville Magazine 2008 - 2010
North Central College 2006 - 2010
North Central College 2007 - 2007
Fox News - Chicago 1993 - 2006
NBC Network 2005 - 2005
Northern Trust 1990 - 1993
Skills
Blogging, Advertising, Communication Training, Copy Editing, Copywriting, Corporate Communications, Digital Marketing, Digital Strategy, Direct Marketing, Editing, Email Marketing, English, Event Management, Event Planning, Equities, Financial Services, Integrated Marketing, Investments, Investor Relations, Leadership, Journalism, Marketing, Market Research, Marketing Communications, Media Relations, Mutual Funds, Marketing Strategy, Online Advertising, Press Releases, Public Relations, Public Speaking, Social Media, Strategic Communications, Writing, Online Marketing, Portfolio Management, Project Management, Research, Relationship Management, SEO, Strategic Planning, Strategy
Education
Northwestern University
Master of Science, Journalism
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Business Administration and Marketing
Prudential Financial June 2013 - Present
MetLife October 2012 - February 2013
Navy Federal Credit Union 2012 - 2012
Freddie Mac 2010 - 2011
Freddie Mac 2007 - 2010
Diamond Management and Technology Consultants 2005 - 2007
Goldman Sachs 2004 - 2005
Unisys 2000 - 2004
Calamos Investments 1997 - 2000
Skills
Project / Program..., Strategic Business..., Business Process..., Change Management, Client Service and..., Business-IT Alignment, Business Solution..., Portfolio Management, Financial Modeling &..., Business Case, Relationship Management, Business Transformation, Technology Strategy &..., Enterprise Architecture, Project Management, Business Process..., Strategic Planning, IT Strategy, Business Alignment, Management, Integration, Business Analysis, Strategy, SDLC, Outsourcing, PMO, Process Improvement, Risk Management, Leadership, Software Project..., Cloud Computing
Education
University of Maryland, College Park - R.H. Smith School of Business 2002 — 2004
Master of Business Administration (M.B.A.)
Northern Illinois University 1998 — 1999
Bachelor of Science (B.Sc.)
BlackRock April 2015 - Present
Calamos Investments November 2012 - April 2015
ETF Securities April 2011 - November 2012
Invesco Aim April 2008 - March 2011
Invesco Ltd. 2008 - March 2011
Skills
Asset Management, Series 7, ETFs, Mutual Funds, Investments, Asset Managment
Education
Sam Houston State University 1999 — 2003
B.B.A, Marketing
Enova Financial April 2012 - Present
Playboy Enterprises, Inc. January 2011 - April 2011
KPMG January 2008 - August 2010
KPMG January 2007 - March 2007
Calamos Investments May 2006 - August 2006
Calamos Investments May 2005 - August 2005
Skills
Financial Reporting, GAAP, Accounting, Financial Analysis, Sarbanes-Oxley Act, Finance, US GAAP, CPA, Financial Accounting, Internal Controls
Education
Northern Illinois University 2006 — 2007
M.S., Accountancy
Northern Illinois University 2002 — 2006
B.S., Accountancy
HAVI Global Solutions July 2012 - Present
HAVI Global Solutions December 2011 - July 2012
Calamos Investments November 2011 - December 2011
Millward Brown October 2010 - July 2011
Millward Brown March 2008 - January 2009
Follett Educational Services June 2007 - March 2008
Talaris (formerly De La Rue Cash Systems Inc.) June 2003 - June 2007
SIRVA Inc 1996 - 2002
Skills
Talent Acquisition, Recruiting, Human Resources, Interviews, Management, Change Management, Leadership, Personnel Management, Temporary Placement, Benefits Administration, Sourcing, Process Improvement, Applicant Tracking..., Vendor Management, Talent Management, Employee Training, Hiring, Analytics, Executive Search, Technical Recruiting, Employee Benefits, HRIS, Onboarding, College Recruiting, Succession Planning, Workforce Planning, Time Management, Screening, Strategic Sourcing, PeopleSoft, Employee Relations, Internet Recruiting, HR Policies, Employee Engagement, Screening Resumes, Training, Account Management, Contract Recruitment, Performance Management, New Hire Orientations, Employer Branding, Organizational..., Financial Services &...
Education
National Louis University
BS, Management
Road Ranger, LLC May 2015 - Present
Kohl's Department Stores February 2013 - May 2015
Sears Home Appliance Showroom August 2012 - January 2013
Calamos Investments May 2012 - December 2012
University Plaza August 2011 - May 2012
Zales the Diamond Store October 2007 - December 2009
Circuit City October 2004 - August 2007
Skills
Social Media Marketing, Database Marketing, Online Marketing, Social Media, Microsoft Office, SPSS, Photoshop, Wordpress, HTML, Marketing Research, Google Adwords, Salesforce.com, Marketing, Email Marketing, Sales, Google Analytics, Facebook, Customer Service, Marketing Strategy, Market Research, Direct Marketing, Lead Generation, Advertising, CRM, Leadership, Analytics
Education
Northern Illinois University 2010 — 2012
B.S; as well as Certificate, Marketing; Interactive Marketing
Northern Illinois University 2010 — 2012
B.S, Marketing
Sg2 February 2012 - Present
Wolters Kluwer February 2008 - February 2012
Calamos Investments December 2006 - February 2008
uBid Holdings June 2006 - December 2006
JP Morgan Chase November 2005 - June 2006
Skills
Email Marketing, User Experience, Online Marketing, Web Design, Dreamweaver, User Interface Design, CMS, Marketing Communications, Web Development, Google Analytics, Web Analytics, SEO, HTML, Lead Generation, Illustrator, Digital Marketing, Web Applications, Web Marketing, Content Management, InDesign, Marketing, Website Development, WordPress, SEM, Web Content Management, Digital Strategy, Web Project Management, PPC, E-commerce, Online Advertising, Social Media Marketing, Analytics, Integrated Marketing, Creative Direction, Adobe Acrobat, Layout, Information Architecture, Usability Testing, Brand Development, Marketing Management, Copywriting, Google Adwords, Corporate Branding, Interactive Marketing, Flash, Content Strategy, Adobe Creative Suite, Agile Methodologies
Education
Roosevelt University 2002 — 2004
Bachelor of Arts (B.A.), Integrated Marketing Communications
Deutsche Bank June 2015 - Present
Dean's Office and the Office of Development in the College of Business at Ohio University January 2013 - May 2015
Calamos Investments May 2014 - August 2014
City of Rocky River May 2008 - August 2012
Skills
Social Networking, Microsoft Excel, Team Leadership, Microsoft Word, Concur, Finance, Consulting, Networking, OS X, PowerPoint, Relationship Management, Proofreading, Research, Social Media, Tutoring, Windows, Creative Writing, Time Management, Microsoft Office
Education
Ohio University 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Marketing, Senior
Rocky River High School 2007 — 2011
Gelber Group LLC December 2011 - Present
Spot Trading LLC April 2008 - December 2011
Calamos Investments 2006 - 2008
Archipelago (NYSE) 2002 - 2006
Bank of America 1999 - 2002
Mesirow Financial 1996 - 1999
Chicago Stock Exchange 1994 - 1996
Northwestern University 1991 - 1994
Skills
Multithreading, Trading Systems, Low Latency, Electronic Trading, Market Data, C++, C#, Java, Perl, STL, Visual Studio, TCP/IP, IPC, Windows, Linux, Unix, Options, Derivatives, Databases, SQL, ETL, OOP, Object Oriented Design, Design Patterns, Agile Methodologies, Microsoft SQL Server
Education
Southern Illinois University, Carbondale 1989 — 1991
M.S., Statistics
Zhejiang University 1986 — 1989
M.S., Computer Science
Zhejiang University 1982 — 1986
B.S., Computer Science
Yuyao High
Calamos Investments 2006 - Present
Skills
Mutual Funds, Accounting, Derivatives, Fund Accounting, Investments, Portfolio Management, Financial Analysis, SEC Filings, Analysis, Internal Controls, Financial Services, Sarbanes-Oxley Act
Education
Quinlan School of Business, Loyola University Chicago
MBA, Economics & Derivatives
Southern Illinois University, Carbondale
BS, Accounting & Finance
Indpendent Consultant January 2012 - Present
Mitutoyo America Corporation May 2012 - August 2015
Westell July 2010 - December 2011
R J O'Brien February 2009 - August 2010
Consolidated Trading July 2008 - February 2009
Calamos Investments November 2007 - July 2008
US Biometrics May 2007 - November 2007
Townsend Analytics March 2003 - May 2007
Goldman Sachs 1999 - 2003
Various Companies August 1987 - August 1999
Skills
.NET, C#, Xamarin, Android SDK, C++, LINQ, Software Development, Software Design, Android Development, WCF, Java, Object Oriented Design, Linux, C, XML, TFS, Multithreading, WPF, Unix, Web Services, Microsoft SQL Server, Architectures, STL, ADO, Visual C++, Visual Basic, Testing, Integration, SQL, Agile Methodologies, MFC, SDLC, TCP/IP
Education
Northern Illinois University
BS, Major in Computer Science, Minor in Mathematical Science
Northern Illinois University
Equity Investment Corporation February 2011 - Present
Equity Investment Corporation February 2011 - Present
Optique Capital Management May 2002 - September 2011
Optique Capital Management May 2002 - February 2011
Calamos Investments January 1992 - June 2000
Skills
Asset Allocation, Mutual Funds, Investment Advisory, Investment Management, Asset Management, Wealth Management, Investments, Investment Strategies, Equities, Series 7, Portfolio Management, Alternative Investments, Series 63, Institutional..., ETFs, High Net Worth..., Separately Managed..., Securities, 401k, Equity Research, Asset Managment, Wealth Management..., FINRA, Fixed Income, Asset gathering, SMA &..., Institutional, Hedge Funds
Education
Northwestern University - Kellogg School of Management 1981 — 1982
MBA, Finance
Western Illinois University 1973 — 1977
BS, Accounting
Calamos Investments January 2007 - Present
Greenline Financial Technologies September 2004 - December 2006
Lucent Technologies, Inc June 1984 - September 2003
AT&T Computer Systems 1984 - 1990
Education
University of Wisconsin-Madison 1984 — 1985
MS, Computer Science
Purdue University 1980 — 1984
BS, Computer Science
SwanDog Strategic Marketing, LLC February 2006 - Present
Managed Portfolio Series April 2011 - Present
ALPs Variable Investment Trust December 2006 - Present
Calamos Investments April 2004 - March 2006
Morgan Stanley Investment Management 2000 - 2004
Morgan Stanley 2000 - 2004
Morgan Stanley Asset Management 2000 - 2004
Van Kampen Investments 2000 - 2003
Kemper Funds 1996 - 2000
Scudder Kemper Investments 1996 - 2000
Skills
Marketing, Mutual Funds, Marketing Management, Series 7, Investments, Alternative Investments, Asset Managment, Wealth Management, Investor Relations, Series 63, Management, Marketing Strategy, Finance, Asset Management, Asset Allocation, Financial Services, B2B Marketing, Financial Advisory, Hedge Funds, Investment Management, Private Equity, Portfolio Management
Education
Northwestern University 1986 — 1991
MBA, Marketing, Organization Behavior
Southern Illinois University, Carbondale 1976 — 1979
Bachelors of Science, Journalism
Calamos Investments October 2006 - Present
Education
Northern Illinois University 2002 — 2006
Webster Bank, NA August 2005 - Present
Calamos Investments November 1995 - April 2002
NCM Capital Management August 1991 - May 1995
Education
Siena college 1984 — 1988
Naperville Community Unit School District 203 February 2015 - Present
Great Lakes Advisors May 2014 - February 2015
Calamos Investments August 2008 - May 2014
FA Recruiting Services January 2007 - August 2008
Wachovia Securities April 2006 - December 2006
Calamos Investments January 2000 - November 2005
Skills
Mutual Funds, Asset Management, Series 7, Alternative Investments, Investments, Management, Series 63, Equities, Hedge Funds, Portfolio Management, Financial Advisory, Business Development, Strategic Partnerships, Sales, Financial Analysis, Recruiting, Sales Management, Selling, Asset Allocation
Education
Northern Illinois University 1995 — 1998
MBA, Business Administration
University of Michigan - Stephen M. Ross School of Business 1975 — 1977
BBA, Business Administration
Wittenberg University 1973 — 1975
none, Liberal Arts
Valhalla High School 1969 — 1973
Morningstar September 2014 - Present
Morningstar September 2011 - August 2014
Morningstar October 2009 - September 2011
Morningstar October 2007 - October 2009
Calamos Investments 2001 - 2007
Education
Northwestern University - Kellogg School of Management 2013 — 2016
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science, Finance
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
J.P. Morgan June 2010 - Present
Calamos Investments September 2003 - May 2010
AIG SunAmerica September 2000 - September 2003
SEI September 1998 - September 2000
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Separately Managed..., Asset Allocation, Investments, Asset Managment, Wealth Management, Series 65, Equities, DCIS/401K
Education
Penn State University 1988 — 1992
Bachelor of Arts (BA), History, French Minor
Central Catholic High School Pittsburgh PA 1984 — 1987
College Prepatory
Calamos Investments September 2005 - Present
KPMG July 2003 - September 2005
Skills
SEC filings, Corporate Tax, Tax, Sarbanes-Oxley Act, GAAP, Tax Research, Financial Reporting, Accounting, Auditing, Due Diligence, General Ledger, Income Tax, Tax Accounting, Sarbanes-Oxley, Tax Advisory, CPA
Education
Southern Illinois University, Carbondale
Masters of Accountancy, Taxation
Southern Illinois University, Carbondale
Bachelor of Science (B.S.), Accounting
Mesirow Advanced Strategies April 2015 - Present
Mesirow Advanced Strategies August 2012 - March 2015
JP Morgan Asset Management November 2010 - August 2012
Calamos Investments February 2008 - November 2010
Calamos Investments May 2006 - February 2008
Calamos Investments July 2003 - May 2006
Calamos Investments August 2002 - July 2003
H&R Block Financial Advisors January 2000 - August 2002
Education
Northern Illinois University 2002 — 2004
MBA, Finance
University of Illinois at Urbana-Champaign 1995 — 1999
B.S., Finance
Calamos Investments July 2004 - Present
Calamos Investments July 2001 - July 2004
Skills
T-SQL, SDLC, SQL, Software Project..., Agile Methodologies
Education
Purdue University Calumet 1989 — 1993
Bachelor, Information Technology
GRC
GRC
GRC
Calamos Investments March 2013 - Present
Calamos Investments April 2010 - March 2013
Hartford Investment Management Co. (HIMCO) October 2007 - April 2010
Northern Trust Global Investments 2002 - 2007
Barclays Global Investors 2000 - 2002
Stein Roe & Farnham November 1995 - April 2000
Skills
Investment Management, Investment Strategies, Fixed Income, Equities, Series 7, Series 63
Education
Northern Illinois University - College of Business 1999 — 2004
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Western Illinois University 1984 — 1987
Bachelor's Degree, Finance
Downers Grove North High School
HS Diploma
GuestLogix 2015 - Present
Carne Group 2013 - Present
Wanzenburg Partners LLC 2012 - 2013
Aurora Investment Management 2010 - 2012
Political Consulting 2009 - 2009
Calamos Investments 2005 - 2008
Northern Trust Global Investments 2000 - 2005
Nuveen Investments 1992 - 2000
Schiff Hardin LLP 1989 - 1992
Skills
Hedge Funds, Asset Management, Mutual Funds, Alternative Investments, Asset Managment, Investment Management, Fund Of Funds, Fund Administration, Fund Accounting, Finance, Financial Services, Investments, Capital Markets, Securities, Private Equity, Due Diligence, Investment Strategies, Mergers & Acquisitions, Portfolio Management, Asset Allocation, Fixed Income, Bloomberg, Derivatives, Wealth Management
Education
Northwestern University School of Law 1986 — 1989
JD, Banking, Corporate, Finance, and Securities Law
Trinity College-Hartford 1980 — 1984
BA, History
School of Oriental and African Studies, U. of London 1982 — 1982
African History
Optiver September 2008 - Present
OptionsHouse 2006 - 2008
Calamos Investments 2005 - 2007
OCC 2000 - 2005
Skills
Equities, Trading Systems, Electronic Trading, Options, Derivatives, Financial Markets, Equity Derivatives, Trading, Market Data, Series 7, Capital Markets, Commodity, Fixed Income, Equity Trading, High Availability
Education
Northwestern University - Kellogg School of Management 1992 — 1995
MBA - Masters of Management, Finance and Decision Sciences
Nationwide Financial January 2009 - Present
Calamos Investments July 2006 - September 2008
Scottrade 2005 - 2006
Education
Webster University 2007 — 2008
MBA, Business
Saint Louis University 1997 — 2001
BSBA, Finance
Calamos Investments March 2006 - Present
UBS December 2000 - November 2005
Skills
Business Analysis, Disaster Recovery, Vendor Management, SharePoint, Process Improvement, Project Management
Education
Northern Illinois University
Morningstar April 2008 - September 2010
Calamos Investments 2007 - 2008
Education
North Central College 2004 — 2006
Calamos Investments October 2006 - January 2009
Education
Northern Illinois University 2004 — 2006
Calamos Investments February 2002 - Present
Education
Saint Xavier University 2005 — 2009
Moraine Valley Community College 2002 — 2005
AAS, Criminal Justice
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
JDA eHealth February 2006 - Present
Calamos Investments March 2002 - February 2003
eSkye Solutions October 2000 - December 2001
Ditto.com January 1999 - October 2000
Skills
SQL
Education
Purdue University Calumet 1974 — 1979
Bowen High School 1966 — 1969
Baird Capital March 2012 - Present
2100 Xenon Group January 2009 - March 2012
Goldman Sachs May 2007 - November 2008
Calamos Investments 2004 - 2007
Baxter Healthcare May 2002 - April 2004
Skills
Portfolio Management, Investor Relations, Investments, Asset Management, Equities
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Management & Organizations, Marketing
University of Illinois at Urbana-Champaign - College of Business 1998 — 2001
BS, Finance
BP August 2014 - Present
OfficeMax September 2011 - August 2014
PMA Financial Network, Inc. 2010 - March 2011
Calamos Investments May 2007 - January 2010
Skills
Financial Analysis, Accounting, Portfolio Management, Microsoft Excel, Mutual Funds, Investments, Personal Financial..., IT Capital Planning, Corporate Budgeting, Financial Reporting, Financial Accounting, Internal Controls, Finance, Budgets, Strategic Planning, GAAP, Strategic Financial..., Financial Planning
Education
Northern Illinois University
Bachelor of Science, Accountancy
Sauk Valley Community College
Associate of Science, Business
Calamos Investments June 2010 - Present
Morgan Stanley June 2006 - June 2010
Hamilton Sundstrand December 2004 - January 2006
Education
Northern Illinois University 2002 — 2006
BS, Accounting
Calamos Investments August 2002 - Present
Ernst & Young October 1998 - July 2002
Priority Services October 1995 - October 1998
Education
Northern Illinois University 1990 — 1994
BS, Accountancy
People's Bank April 2008 - Present
Webster Bank August 2005 - May 2008
Calamos Investments November 1995 - May 2002
NCM Capital August 1990 - May 1995
Education
Siena College 1984 — 1988
BS, marketing/management
Mesirow Advanced Strategies February 2014 - Present
Graystone Consulting at Morgan Stanley November 2010 - February 2014
Calamos Investments September 2007 - November 2010
Citigroup 1999 - 2007
Detroit Tigers June 1996 - March 1999
Education
Northwestern University 1992 — 1996
Calamos Investments April 2011 - Present
Citadel Investment Group February 2008 - April 2011
RREEF April 2006 - July 2007
Skills
Corporate Law, Due Diligence, Corporate Governance, Securities Regulation, Securities, Risk Management, Private Equity, Mergers
Education
Roosevelt University 2004 — 2005
Certificate, Paralegal Studies
Northern Illinois University 1999 — 2004
Interior Architecture, Architectural Design
Artisan Partners March 2010 - Present
Elite Investment Partners, LLC January 2008 - March 2010
Calamos Investments June 1998 - September 2007
Zurich Scudder Investments June 1996 - June 1998
Vedder Price August 1993 - June 1996
Education
Northwestern University School of Law 1991 — 1994
JD
University of Notre Dame 1987 — 1991
BBA, Business
University of Notre Dame 1987 — 1991
PricewaterhouseCoopers LLP January 2010 - Present
Calamos Investments June 2007 - May 2008
Skills
Tax Accounting, Financial Reporting, Accounting, GAAP, Tax, CPA, Tax Research, US GAAP, SEC filings, Financial Accounting, Income Tax, Big 4
Education
Northern Illinois University 2008 — 2009
M.A.S., Tax
Northern Illinois University 2005 — 2008
B.S., Accountancy
Cadence Health June 2013 - Present
Calamos Investments November 2012 - March 2013
Navistar Inc May 2012 - November 2012
Navistar, Inc May 2008 - November 2012
Banner Personnel November 2004 - May 2008
Skills
Talent Acquisition, Recruiting, Military Logistics, Sourcing, Salary Negotiation, Training, College Recruiting, Full Life Cycle..., Executive Search, New Hire Orientations, Applicant Tracking..., Employee Relations, iRecruiter, Behavioral Interviewing, Customer Service, Deferred Compensation, Temporary Placement, Program Management, Human Resources, SDLC, Leadership, Workforce Planning, Onboarding, Team Building, Process Improvement, Hiring, Strategic Sourcing, Internet Recruiting, Employee Benefits, Benefits Negotiation, Job Fairs, Talent Management, Time Management, Interviews, Screening Resumes, Management, Technical Recruiting, Sales
Education
National-Louis University 2004 — 2004
Bachelor of Applied Science (B.A.Sc.), Applied Behavioral Science
Calamos Investments July 2011 - Present
Calamos Investments July 2008 - July 2011
Calamos Investments October 2006 - June 2008
Education
Northern Illinois University 2002 — 2006
Bachelor of Business Administration (BBA)
People's United Bank April 2008 - Present
Webster Bank August 2005 - April 2008
Calamos Investments November 1995 - May 2002
NCM Capital August 1991 - May 1995
Skills
Banking, Trading, Capital Markets, Commercial Banking, Investments, Credit Analysis, Commercial Lending, Portfolio Management, Loans, Risk Management, Credit
Education
Siena College 1984 — 1988
BS, Marketing/Management
Muller & Monroe Asset Management, LLC February 2015 - Present
Kovitz Investment Group March 2014 - July 2014
Calamos Investments September 2010 - November 2013
Skyline Asset Management, L.P. November 2004 - September 2010
Morgan Stanley / Van Kampen Investments October 1995 - October 2004
Comdisco, Inc June 1986 - October 1995
Skills
Asset Managment, Asset Management, Asset Allocation, Risk Management, Alternative Investments, Strategic Financial..., Corporate Finance, SEC filings, Finance, Accounting, Fixed Income, Investments, Portfolio Management, Insurance, Financial Analysis, Series 63, Series 7, Due Diligence, Mutual Funds, Financial Modeling, Financial Services, Equities, Financial Reporting, Hedge Funds, Securities, Treasury Management, Financial Planning
Education
Northern Illinois University 1981 — 1983
BS, Accountancy
Calamos Investments June 2002 - Present
Skills
Mutual Funds, Financial Analysis
Education
Northern Illinois University 2011 — 2011
MBA, Professional MBA Program
Texas Christian University - M.J. Neeley School of Business
BA, Finance
Calamos Investments November 2010 - Present
Murray Hill Center May 2010 - November 2010
Outokumpu Stainless and Juniper Group June 2009 - August 2009
BNC Chicago May 2009 - August 2009
RiverPoint June 2006 - August 2008
Silver Knights Baton Corps 2004 - 2006
Skills
Community Relations, Presentation Development, Project Coordination, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Adobe Creative Suite, Press Release Drafting, Press Release Submission, Media Relations, Community Development, Corporate Communications, Internal Communications, Social Media
Education
Northwestern University 2006 — 2010
Bachelor of Arts (BA), Economics, Business Institutions Program, Integrated Marketing Communications
Culligan International Company November 2012 - Present
Penske Truck Leasing April 2012 - November 2012
Des Plaines Park District June 2010 - August 2012
Des Plaines Park District June 2004 - August 2012
Calamos Investments September 2011 - February 2012
Northern Illinois University August 2007 - May 2011
Sigma Nu Fraternity January 2009 - December 2010
Northwestern Mutual Financial Network May 2010 - August 2010
Des Plaines Park District June 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Time Management, Microsoft Word, Public Speaking, Outlook, Access, Social Media, Sales, Research, Training, Recruiting
Education
Northern Illinois University - College of Business 2007 — 2011
B.S., Management with an emphasis in Human Resources
Northern Illinois University, DeKalb Illinois 2007 — 2011
a Bachelor of Science, Management; an emphasis in Human
Driehaus Capital Management August 2012 - Present
Calamos Investments October 2008 - August 2012
UBS Global Asset Management 2003 - 2008
Driehaus Capital Management 2000 - 2003
Scudder Investments 1999 - 2000
Skills
Alternative Investments, Asset Managment, Equities, Mutual Funds, Investments, Fixed Income, Investment Management, Investment Strategies, Asset Management, Competitive Analysis, Financial Services, Hedge Funds, Securities, Asset Allocation, Portfolio Management, Series 7, Series 63, Marketing, Bloomberg, Wealth Management, Capital Markets, Derivatives, Investment Advisory
Education
Northwestern University - Kellogg School of Management 2005 — 2008
MBA, Finance & Marketing
Major Chicago Bank September 2007 - July 2014
Calamos Investments November 2004 - June 2006
Morgan Stanley Asset Management September 1995 - November 2004
Skills
Portfolio Management, Financial Services, Outsourcing, ETFs, Mutual Funds, Series 24, Asset Allocation, Asset Managment, Series 63, Series 7, Separately Managed..., Series 65, Alternative Investments, Asset Management, Investments
Education
Northern Illinois University 1976 — 1977
Bachelor's Degree, College of Business
College of DuPage 1973 — 1975
Associates Degree, Mnagement
Northern Trust Alternatives 2012 - Present
Calamos Investments 2009 - 2012
UBS Global Asset Management 2006 - 2009
UBS Global Asset Management 2003 - 2006
Skills
Investment Management, Competitive Analysis, Investments, Business Planning, Relationship Management, Analysis, Mutual Funds, Asset Allocation, Morningstar, Project Management, Investment Strategies
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
CFA Institute
Chartered Financial Analyst (CFA)
Northern Illinois University
Bachelor's Degree, Finance
First Trust Portfolios L.P. June 2007 - Present
Calamos Investments 2004 - 2007
KPMG 1995 - 2004
Skills
Asset Managment, Investments, Financial Reporting, Due Diligence, Tax, Asset Management, Mutual Funds, Accounting, Financial Services, Portfolio Management, Fixed Income
Education
Southern Illinois University, Carbondale 1993 — 1995
Masters, Accounting
Southern Illinois University, Carbondale 1991 — 1993
Bachelors, Aviation Management
Southern Illinois University, Carbondale 1989 — 1991
Associates, Aviation Flight
Calamos Investments July 2013 - Present
Calamos Investments September 2008 - June 2013
Skills
Mutual Funds, Equities, Investments, Fund Accounting, Hedge Funds, Convertible Arbitrage, Covered Calls
Education
Northern Illinois University 1999 — 2003
Bachelor of Science (B.S.), Finance
William Blair & Company June 2015 - Present
AMG Funds January 2014 - June 2015
AMG Funds January 2012 - December 2013
AMG Funds July 2010 - December 2011
Calamos Investments February 2010 - July 2010
Calamos Investments May 2008 - February 2010
Calamos Real Estate May 2007 - May 2008
Skills
Alternative Investments, Investment Strategies, Investment Management, Securities, Marketing, Separately Managed..., Asset Management, Mutual Funds, Asset Managment, Strategic Planning, Equities, Wealth Management, Fixed Income, Marketing Strategy, Marketing Communications, Social Media Marketing, Integrated Marketing, Marketing Material..., Writing, Multi-media Marketing..., Print Production, Proofreading, Project Management, Webinars, Investments, Asset Allocation
Education
Northern Illinois University 2004 — 2008
Bachelor of Science, Marketing
CME Group June 2008 - October 2014
Calamos Investments January 2007 - March 2008
Illinois Department of Transportation May 2006 - December 2006
Skills
Core Java, SDLC, Requirements Analysis, Agile & Waterfall..., User Acceptance Testing, Market Data, Trading Systems, Software Development, Financial Markets, Disaster Recovery, Fault Tolerance, JIRA, Scrum, SQL, Unix
Education
Northern Illinois University 2002 — 2006
Bachelor's Degree, Finance and Computer Science
Calamos Investments September 2005 - Present
Calamos Investments February 2002 - September 2005
Calamos Investments April 1993 - February 2002
Skills
Risk Management, Mutual Funds, Investments, Equities, Asset Management, Portfolio Management, Fixed Income, Alternative Investments, Hedge Funds, Asset Allocation, Securities, Financial Analysis, Financial Services, Investment Management, Bloomberg, Financial Markets, Trading, Derivatives, Trading Systems, Investment Strategies, Financial Risk, Finance, Options
Education
Northern Illinois University - College of Business
Bachelor of Science (B.S.), Finance
Driehaus Capital Management LLC October 2013 - Present
Megan Ford (Megan Noone) September 1998 - Present
Calamos Investments April 2008 - March 2013
Taproot Foundation 2008 - 2010
Tercet Group September 2007 - March 2008
NMMA November 2004 - August 2007
Tercet Group July 2004 - November 2004
McCarthy Communications January 2004 - June 2004
ARCCA July 2003 - January 2004
Schafer Condon Carter March 2003 - July 2003
Skills
Creative Direction, Adobe Creative Suite, Graphic Design, Integrated Marketing, Graphics, Marketing Communications, Online Advertising, Art Direction, Web Design, Advertising, Logo Design, Corporate Branding, Multimedia, Creative Strategy, Layout, User Interface Design, Direct Mail, Concept Development, Catalogs, Marketing, SEO, Information Graphics, HTML, HTML Emails, CSS
Education
New York University 2001 — 2003
Master of Science, Animation and Digital Design
University of Saint Thomas 1993 — 1997
Bachelor of Arts, Graphic Design & Journalism
Calamos Investments May 1999 - Present
Chicago Computing Co November 1989 - May 1999
Skills
Series 7, Series 55, Alternative Investments, Asset Allocation, Asset Managment, Bloomberg, ETFs, Equities, FINRA, Fixed Income, Mutual Funds, Portfolio Management, Risk Management, Securities, Series 63, Trading, Trading Systems, Wealth Management
Education
Northeastern Illinois University
Bachelor of Science, Finance
Insurance Program Managers Group March 2014 - Present
Calamos Investments 2011 - 2012
Skills
Accounting, Account Reconciliation, Financial Reporting, Accounts Receivable
Education
Roosevelt University
Bachelor of Business Administration (B.B.A.), Accounting
Ariel Investments 2013 - 2013
Calamos Investments 2005 - 2011
Chicago Stock Exchange 1992 - 2002
Education
Robert Morris University - Illinois
Artisan Partners March 2010 - Present
Elite Investment Partners January 2008 - March 2010
Calamos Investments June 1998 - December 2007
Kemper Financial June 1996 - June 1998
Vedder Price May 1993 - June 1996
Skills
Securities, Hedge Funds, Corporate Governance, Due Diligence, Private Equity, Investment Management, FINRA, Mutual Funds, Corporate Law, Equities, Mergers & Acquisitions, Alternative Investments
Education
Northwestern University School of Law 1992 — 1994
JD
University of Notre Dame 1987 — 1991
Business Administration and Management, General
Calamos Investments October 2007 - Present
Education
Northern Illinois University
Bachelor's Degree, Finance