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
HighTower March 2014 - Present
Calamos Investments May 2011 - March 2014
Perkins+Will May 2007 - May 2011
Perkins + Will Chicago 2007 - 2008
Skills
Visual Studio, Microsoft SQL Server, VB.NET, SharePoint, T-SQL, C#, .NET, ASP.NET MVC, SQL, Architecture, WCF, XML, LINQ, ASP.NET, jQuery, JavaScript, SSIS, NHibernate, MVC, Active Directory, MVVM, XAML, Test Driven Development, Sitecore, AngularJS, KnockoutJS
Education
University of Illinois at Chicago 2002 — 2007
Bachelor of Science, Computer Science
Calamos Investments 2014 - Present
Curian Capital, LLC 2011 - 2014
Trust Company of America 2010 - 2011
Walton International Group 2008 - 2010
TIAA-CREF Asset Management 2001 - 2008
Fifth Third Securities 1998 - 2001
Education
University of Kentucky
Bachelor of Arts
Wharton School, University of Pennsylvania
Executive Education
Vanderbilt University
Owen Graduate School of Management
Manning & Napier February 2015 - Present
Calamos Investments June 2011 - February 2015
Russell Investments March 2011 - June 2011
Calamos Investments September 2005 - March 2011
Education
University of Illinois at Urbana-Champaign 1996 — 2000
BA, Economics
William Blair & Company January 2015 - Present
William Blair and Company September 2011 - December 2014
Calamos Investments October 2005 - September 2011
Ellwood Associates February 2000 - October 2005
Skills
Alternative Investments, Mutual Funds, Equities, Investments, Series 7, Hedge Funds, Asset Allocation, Fixed Income, Series 63, Asset Managment, Financial Services, Securities
Education
University of Illinois at Urbana-Champaign 1995 — 1999
BA, Economics/Finance
Calamos Investments November 2014 - Present
Valkyrie Trading February 2014 - July 2014
Tradelink Financial Services May 2011 - August 2013
Infinium Capital Management October 2003 - May 2011
Skills
Derivatives Trading, Financial Modeling, Data Analysis, Propietary Software..., Team Management, Mentoring, Trading, FX Options, Risk Management, Options, Quantitative Analytics, Trading Strategies, Hedging, Derivatives, Financial Markets, Bloomberg
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Arts (B.A.), International Policy and Trade
J.P. Morgan October 2013 - Present
J.P. Morgan May 2007 - Present
Calamos Investments July 2004 - May 2007
Education
St. Norbert College 1999 — 2003
Bachelor of Arts (BA), Economics
High Mountain STRSHP Investments January 2014 - Present
Calamos Investments June 2013 - January 2014
Skills
Microsoft Office, Alternative Investments, Social Media, Leadership, Team Leadership, Networking, Microsoft Excel, Marketing, Financial Analysis
Education
Southern Methodist University 2006 — 2011
Bachelor of Science (BS), Economics w/ Financial Applications
Fidelity Investments October 2012 - Present
J.P. Morgan Private Bank August 2011 - October 2012
Calamos Investments January 2005 - January 2011
Atlantic Trust (Stein Roe & Farnham) June 2000 - January 2005
William Blair and Company January 1997 - June 1998
Prudential Asset Management Company August 1987 - January 1995
Education
University of Illinois at Urbana-Champaign 1983 — 1987
BA, Economics
The University of Chicago Booth School of Business
Executive Education Program
Calamos Investments September 2008 - Present
Education
University of Arkansas at Fayetteville 2008 — 2012
Bachelor's degree, Financial Management/Investments
University of Illinois at Urbana Champaign August 2013 - Present
Calamos Investments May 2015 - August 2015
CME Group July 2014 - August 2014
Metea Valley High School January 2013 - May 2013
Skills
Java, SQL, HTML 5, Analytics, Microsoft Office, Spanish-speaking, Probability Theory, Multivariable Calculus, Eclipse, Android, Economics, Microsoft Excel, Graphic Design, JavaScript, Quantitative Research, Research, HTML, Futures Trading, PowerPoint, Microsoft Word, Data Analysis, Teamwork, Programming, Statistics, C++, CSS, C#, ASP.NET MVC, MVC Architecture, Matlab, Databases, Software Development
Education
University of Illinois at Urbana-Champaign 2013 — 2017
Bachelor's Degree, Mathematics and Computer Science
Metea Valley High School 2009 — 2013
Calamos Investments February 2014 - Present
Calamos Investments December 2010 - January 2014
Calamos Investments February 2010 - December 2010
First Investors Corporation November 2009 - February 2010
Skills
Series 7, Series 6, Series 63, CAIA
Education
University of Illinois at Urbana-Champaign
Human Nutrition
Morgan Stanley December 2013 - Present
Calamos Investments March 2012 - December 2013
John Hancock Life Insurance Company (U.S.A.) August 2009 - March 2012
Skills
Series 7, Mutual Funds, Retirement Planning, Financial Advisory, Series 63, Series 6, Series 65, Retirement, Wealth Management, 401k, Asset Allocation, Finance, Alternative Investments, Investment Advisory
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
Business
Chartwell Capital Solutions September 2014 - Present
BMO Capital Markets July 2012 - September 2014
BMO Capital Markets September 2010 - June 2012
Stout Risius Ross February 2008 - September 2010
Citi July 2007 - February 2008
Foldes Financial Management October 2005 - December 2006
Calamos Investments May 2004 - August 2004
Skills
Capital Markets, Due Diligence, Mergers, Valuation, Analysis
Education
University of Miami 2003 — 2007
BBA, Finance and Legal Studies
Bottleneck Management July 2012 - Present
American Bar Association April 2011 - July 2012
McGladrey September 2008 - April 2011
Calamos Investments June 2006 - August 2008
Skills
Accounting, GAAP, Financial Reporting, General Ledger, Auditing, Tax Accounting, CPA, Sarbanes-Oxley Act, Income Tax, Sarbanes-Oxley, Financial Accounting, Financial Analysis, QuickBooks, Internal Controls, US GAAP, Finance
Education
University of Illinois at Urbana-Champaign 2007 — 2008
Master's degree, Accounting
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor's degree, Accounting
Calamos Investments November 2014 - Present
LaSalle Street Capital Management November 2012 - October 2014
Cove Street Capital January 2012 - April 2012
Bear Stearns February 2004 - August 2009
Oppenheimer & Company July 1997 - February 2004
A.G. Edwards & Sons, Inc. April 1994 - July 1997
Rollings Communications 1989 - 1993
Skills
Alternative Investments, Series 7, Investments, Asset Allocation, Equities, Asset Management, Portfolio Management, Hedge Funds, Mutual Funds, Management, Series 63, CIMA
Education
Washington University in St. Louis - Olin Business School 1996 — 1999
MBA, General
University of Illinois at Urbana-Champaign - College of Business 1985 — 1990
BS, Finance
Naperville North High School 1981 — 1985
HIgh school diploma, General Studies
Calamos Investments May 2009 - Present
Chicago VMUG 2008 - Present
Calamos Investments March 2004 - May 2009
Lawrence Hall Youth Services December 1999 - March 2004
Pink Elephant Chicago August 1999 - November 1999
Skills
VMware, Disaster Recovery, Windows, Cisco, Virtualization, Active Directory, Servers, Windows Server, Cisco Technologies, vSphere, VMware ESX, Data Center, Storage, IIS, Storage Area Networks, Management, SCCM, Microsoft Exchange, Windows 7, Business Continuity, VMware vSphere, VMware Infrastructure, SAN
Education
Timothy
University of Iowa
BA, Business Administration/MIS
Calamos Investments July 2012 - January 2015
American Independence Financial Services May 2007 - June 2012
Miller & Jacobs Capital, LLC March 2005 - May 2007
James River Capital Corp. August 2004 - March 2005
Skills
Valuation, Investments, Asset Management, Portfolio Management, Financial Statement..., Asset Managment, Mutual Funds, Equities, Equity Research, Hedge Funds, Trading, Financial Modeling, Finance, Structured Finance, Hedging, Alternative Investments, Asset Allocation, Risk Management, Fixed Income, Bloomberg
Education
Tufts University 2000 — 2004
BA, Economics, Environmental Studies
Good Hope School
Skybridge Resource Center November 2009 - Present
Calamos Investments 2002 - 2008
McDonald's October 1998 - November 2001
Deloitte & Touche September 1995 - October 1998
Skills
Account Reconciliation, Accounting, Financial Analysis, Financial Reporting, GAAP, General Ledger, Sarbanes-Oxley Act, Auditing, CPA, Finance, Financial Accounting, Budgets
Education
University of Illinois at Urbana-Champaign 1991 — 1995
BS, Accountancy
Gogo 2013 - Present
ITS Technologies & Logistics 2013 - 2013
Follett Higher Education Group 2011 - 2013
Navigant Consulting March 2008 - September 2012
The Boston Consulting Group June 2004 - March 2008
Calamos Investments January 2003 - March 2004
Sprint 2001 - 2002
Skills
Forecasting, Financial Reporting, Variance Analysis, Financial Modeling, Financial Analysis, Finance, Analysis, Budgets, Accounting, Cash Flow, Business Analysis, Management, Essbase, Leadership, Internal Audit, Accounts Receivable, Strategy, Process Improvement, Financial Planning
Education
University of Iowa
BBA, Finance; Accounting Emphasis
SIEBEL INSTITUE OF TECHNOLOGY 2008 — 2008
WBA Web-Based Concise Course in Brewing Technology, Brewing
Cicerone Certification Program
Certified Beer Server, Beer Service and Storage
University of Chicago Graham School of General Studies
Marketing
k-Purchase LLC July 2015 - Present
Calamos Investments October 2011 - November 2014
Regions Bank February 2008 - November 2010
ExpertPlan January 2007 - February 2008
AMVESCAP 1996 - 2006
Putnam Investments 1992 - 1996
MFS Investment Management May 1985 - June 1992
Kidder Peabody 1983 - 1986
Skills
Strategy, Series 7, Entrepreneurship, Financial Services, Start-ups, Creative Direction, Wealth Management, Competitive Analysis, Leadership, Strategic Planning, Business Development, Marketing, Mutual Funds, Enterprise Software, Business Strategy, Market Research, Alternative Investments, Management, Training, Mentoring, Team Building, Sales Operations, Investments, Asset Management, Sales, Separately Managed..., Coaching, Executive Management, Series 24, Portfolio Management, Asset Allocation, Series 6, Retirement, Series 63, Series 65, 401k, Investment Strategies, FINRA, Securities
Education
University of Phoenix 2000 — 2002
Master of Business Administration (M.B.A.), Marketing and Finance
Hyatt Hotels Corporation July 2014 - Present
EY October 2013 - July 2014
Ernst & Young September 2011 - October 2013
Ernst & Young June 2010 - August 2010
Sears Holdings Corporation January 2009 - January 2009
Calamos Investments January 2008 - January 2008
Skills
CPA, Accounting, US GAAP, Auditing, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, GAAP, Financial Analysis, SEC filings, Financial Accounting, External Audit, Assurance, Financial Statement..., Big 4
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor's degree, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
BS Accountancy
Fusion Investment Group, LLC January 2011 - March 2014
Palantir Capital Management June 2009 - October 2010
American Funds April 2006 - May 2009
Calamos Investments August 2005 - April 2006
Northern Trust Global Investments August 2000 - August 2005
Education
Trinity University 1996 — 2000
BA, Finance & Communications
Voya Investment Management September 2009 - Present
Calamos Investments March 2007 - September 2009
Northern Trust 2000 - 2007
Lincoln Financial Group May 1994 - May 2000
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
BBA, Business
Nationwide Insurance February 2015 - Present
Calamos Investments June 2014 - August 2014
Odeon Capital Group LLC March 2013 - May 2013
CIBC 2011 - 2012
Knight Capital 2009 - 2010
BGC Cantor April 2009 - September 2009
Goldman Sachs & Company 2005 - 2009
Goldman Sachs 2004 - 2005
Goldman sachs 2000 - 2003
Skills
Fixed Income, Bloomberg, Equities, Capital Markets, Hedge Funds, Derivatives, CDS, Trading, Credit Derivatives, Investment Banking, Financial Modeling, Valuation, Quantitative Finance, Bonds, Equity Research, Financial Markets, Series 7, Bloomberg Terminal, Securities, Structured Products, Equity Derivatives, Investments, Mutual Funds
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Accounting, Analytical Finance, Economics and General Managment
Boston University, College of Engineering 2000 — 2004
Bachelor of Science, Electrical Engineering
Rock The Boat Marketing August 2008 - Present
Claymore Securities November 2007 - August 2008
Calamos Investments October 2006 - June 2007
BAI July 2003 - October 2006
BNY Clearing November 2002 - June 2003
Van Kampen Investments April 2000 - April 2001
Scudder Investments November 1993 - April 2000
Skills
Marketing Strategy, Digital Marketing, Digital Strategy, SEO, Direct Marketing, Social Media, Content Marketing, Social Media Marketing, Editorial, Web Content, Blogging, Web Analytics, Digital Media, Marketing Communications, Asset Allocation, Integrated Marketing, Financial Services, Website Development, Marketing, SaaS, Communication Training, Vendor Management, Mutual Funds, Strategic Communications, CRM, Entrepreneurship, Analysis, Leadership, ETFs, Alternative Investments, PPC, Corporate Communications, Content Strategy, Closed-end Funds, Advertising, Engaging Content, Branded Content..., Strategic Content..., CONTENT PACKAGING, Online Content, BRANDED CONTENT, CONTENT SYNDICATION, DIGITAL TRENDS, Bond Funds, Investment Companies, Investment management..., Commentaries, Editing, Copywriting, Writing
Education
The University of Kansas
BS
Calamos Investments September 2012 - Present
Black Capital LLC September 2009 - September 2012
Janus Capital Group April 2004 - July 2009
Goldman Sachs Asset Management June 2001 - April 2004
Skills
Executive..., Alternative Investments, Asset Management, Microsoft Office, Outlook, Portfolio Management
Education
University of Louisiana at Monroe
Pacific Life January 2013 - Present
Calamos Investments June 2011 - June 2012
Genworth Financial June 2008 - June 2011
Merrill Lynch June 2007 - May 2008
Merrill Lynch January 2000 - January 2007
New Mil January 1994 - January 2000
Village Bank January 1992 - January 1994
The Bank Mart January 1989 - January 1992
CenterBank January 1984 - January 1989
Skills
Financial Services, 401k, 403 b, Advanced Sales, Annuities, Asset Allocation, Business Building, Business Development, Business Planning, Coaching, Consultative Sales, Family Protection, Financial Products, Fixed Annuities, Income Planning, Indexed Annuities, Individual(k), Industry Training, IRAs, Long-term Care, Mutual Funds, Practice Management, Product Training, Public Speaking, Retirement Planning, Retirement Strategies, Roth IRA, Sales, Sales & Marketing, Sales Support, Seminars, SEP IRA, Series 63, Series 7, Simple IRA, Social Security, Strategic Planning, Training, Variable Annuities
Education
Post University 1987 — 1990
BS, Management
Wharton School, University of Pennsylvania
Executive Education, Certified Investment Management Analyst
Ericsson May 2013 - November 2013
Ericsson January 2013 - May 2013
KDL Properties May 2008 - December 2012
Calamos Investments April 2007 - May 2008
Ford Motor Company September 2003 - September 2006
Lucent Technologies October 1998 - October 2002
Skills
MS Project, Inspection, Vendor Management, Operations Management, Process Improvement, PMO, ISO, SharePoint, Procurement, Program Management, Strategic Planning, Cross-functional Team..., Contract Negotiation, Change Management, Budgets, Facilities Management, SDLC, Six Sigma, Team Leadership, Project Management, Team Building, Contract Management, Project Planning, Business Analysis, Business Process..., Microsoft Project
Education
Texas Christian University
Bachelor's Degree
Chicago Deming Association-Six Sigma Program Naperville, IL
Green Belt Training Lean Six Sigma
Westwood Management March 2013 - Present
Calamos Investments November 2005 - March 2013
Bank of Ireland Asset Management November 1996 - November 2005
Education
University College Dublin 1992 — 1995
Batchelor, Commerce
Fiduciary Management Associates March 2013 - Present
Calamos Investments August 2007 - March 2013
Security Benefit 2005 - 2007
Bear Stearns & Co., Inc. 1999 - 2005
Prudential Securities 1993 - 1999
Pfizer 1993 - 1993
Skills
Asset Management, Investments, Series 7, Mutual Funds, Asset Allocation, Institutional, Series 63, Due Diligence, Analysis, Client Service, Securities, Public Speaking, New Business Development, Investment Strategies, Investment Advisory, Wealth Management, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance & Marketing
Tufts University 1985 — 1989
B.A., Computer Science
Calamos Investments 2013 - Present
Charis Capital Management LLC 2010 - 2013
Northern Trust Global Investments 2006 - 2009
Segall Bryant & Hamill 1995 - 2006
Skills
Portfolio Management, Equities, Hedge Funds, Alternative Investments, Asset Management
Education
University of Michigan 1988 — 1991
B.A., Economics
Milliman March 2015 - Present
Invesco PowerShares July 2010 - March 2015
Invesco PowerShares August 2008 - July 2010
Calamos Investments April 2007 - August 2008
Skills
ETFs, Bloomberg, Fixed Income Products, Economics, Morningstar Direct, Factset, Excel, Mutual Funds, Closed-end Funds, Zephyr Style Advisor, Fixed Income, Equity Research, Alternative Investments, Investment Strategies, Asset Allocation, Morningstar, Equities, Series 7, Microsoft Excel, Asset Management, Investments, Hedge Funds
Education
University of Illinois at Chicago 2003 — 2005
MA, Economics
Trinity Western University 1996 — 1999
BA, International Studies, Minor in Communications
Vail Systems May 2013 - Present
Vail Systems September 2012 - May 2013
Calamos Investments May 2012 - September 2012
Northwestern University October 2010 - September 2011
Skills
Web Applications, SQL, Java, Test Driven Development, Linux, Unix, HTML, Programming, JavaScript, AngularJS, Ruby on Rails, RESTful WebServices
Education
Loyola University Chicago 2011 — 2011
M.S., Computer Science
University of Illinois at Urbana-Champaign 2008 — 2010
B.S., Molecular and Cellular Biology
Calamos Investments August 2008 - Present
Wells Capital Management January 2006 - August 2008
Wells Fargo Funds 2005 - 2006
Strong Investments 1999 - 2004
Skills
Alternative Investments, Mutual Funds, Asset Management, Equities, Investments, Portfolio Management, Series 63, Asset Managment, Series 7, Asset Allocation, Hedge Funds, Investment Management, Investment Strategies, Morningstar
Education
University of Arkansas at Little Rock 1991 — 1993
MBA, Finance
University of Arkansas 1984 — 1989
BBS, Finance
Calamos Investments October 2013 - Present
Brookfield Asset Management September 2011 - February 2013
Pritzker Family Foundation, LLC May 2004 - September 2012
Riverside Advisors, LLC February 2010 - September 2011
Pentwater Capital Management May 2007 - December 2009
Pentwater Capital Managment May 2007 - July 2009
Ivy Asset Management 2005 - 2007
Grosvenor Capital Management January 2000 - April 2004
Paloma Partners January 1997 - January 2000
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Investments, Private Equity, Portfolio Management, Fixed Income, Equities, Asset Allocation, Capital Markets, Investment Strategies, Asset Management, Financial Markets, Risk Management, Commodity, Trading Systems, Trading, Capital
Education
Business UNIVERSITY OF FLORIDA 1991 — 1996
BS, Marketing and Public Relations
University of Florida 1991 — 1996
BS, Business
Voilà La Vie January 2015 - Present
Self-Employed December 2009 - Present
Groupon August 2015 - September 2015
GE Capital Americas March 2012 - August 2015
Sears Holdings Corporation July 2010 - March 2012
Calamos Investments April 2010 - July 2010
Maurice Sporting Goods May 2008 - December 2009
DuPuis Design Group November 2007 - April 2008
Ambrosi September 2007 - November 2007
Flair Communications Agency, Inc. September 2007 - September 2007
Skills
Web Design, Logo Design, Illustrator, User Experience, Graphic Design, Photoshop, Flash, Illustration, Layout, Dreamweaver, Interaction Design, Corporate Branding, InDesign, Email Marketing, Advertising, Packaging, Typography, Vector Illustration, Creative Direction, Art Direction, E-commerce, User Interface, Photography, Usability, Storyboarding, Image Manipulation, Corporate Identity, Retail Design, Copywriting, Catalogs, Visual Communication, Print, Adobe Creative Suite, Drawing, Branding & Identity, Food Packaging, Concept Design, User Interface Design, Mobile Applications, Holistic Health, Ayurveda, Health Coaching, Lifestyle Coaching
Education
The Institute for Integrative Nutrition 2015 — 2015
Certification
The Illinois Institute of Art-Schaumburg 2003 — 2007
BA
The Illinois Institute of Art-Schaumburg 2003 — 2005
BA
Fellowes September 2015 - Present
Calamos Investments July 2015 - August 2015
First Trust Portfolios L.P. May 2012 - August 2014
Wheaton Christian Grammar School July 2011 - August 2011
Wheaton Academy June 2011 - July 2011
Skills
Marketing, People Skills, Social Media, Teamwork, Positive Energy, Project Management, Strategic Communications, Business, Communication, Building Relationships, Corporate Communications, Social Media Marketing, Marketing Communications, Marketing Strategy, Sales
Education
Taylor University 2011 — 2015
Bachelor of Arts, Marketing Major School of Business, Sophomore
Wheaton Academy 2007 — 2011
Calamos Investments July 2015 - Present
J.P. Morgan Securities LLC January 2014 - June 2015
Chase September 2012 - December 2013
Skills
Financial Analysis, Finance, Credit, Retail Banking, Banking, Microsoft Excel, Investments, Asset Management, Credit Analysis, Loans, Public Speaking, Mortgage Lending, Commercial Lending, Capital Markets, Commercial Banking, Mutual Funds, Equity Trading, Customer Service, Consumer Lending, Microsoft Office
Education
University of Illinois at Urbana-Champaign 2007 — 2012
Bachelor's Degree
Calamos Investments June 2014 - Present
Van Eck Global September 2008 - June 2014
Bradford & Marzec January 2006 - September 2008
Independent Consultant 2004 - 2005
State Street December 1999 - June 2003
John Hancock Financial Services November 1997 - December 1999
John Hancock Financial Services October 1995 - November 1997
Skills
Mutual Funds, Alternative Investments, Series 7, Series 63, Portfolio Management, Asset Managment, Investments, Investment Strategies, Equities, ETFs, Hedge Funds, Fixed Income, Wealth Management, Securities, Asset Allocation, Emerging Markets, Natural Resources, Gold, Investment Management, Investment Advisory, Asset Management
Education
Boston University Graduate School of Management 2000 — 2003
Master of Business Administration (MBA), MBA
Susquehanna University 1991 — 1995
Bachelor of Arts, English
Calamos Investments August 2014 - Present
Forty4 Asset Management/Hard Eight Futures March 2013 - July 2014
Chicago Fundamental Investment Partners February 2009 - November 2012
Mulligan Partners October 2006 - January 2009
Ritchie Capital Management May 2005 - September 2006
SAM Investments March 2000 - May 2005
Skills
Portfolio Management, Convertible Arbitrage
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor of Science (BS), Finance, General
Calamos Investments March 2012 - Present
Calamos Investments June 2006 - Present
Trust Company of the West June 2000 - June 2006
Alex. Brown & Sons June 1996 - June 2000
T. Rowe Price May 1990 - June 1996
Skills
Mutual Funds, Investments, Series 7, Equities, Asset Managment, Fixed Income, Series 63, Alternative Investments, Portfolio Management, Hedge Funds, Securities, Asset Allocation, Wealth Management, Financial Services, Financial Analysis, Separately Managed..., Financial Advisory, Investment Strategies, Investment Management, Series 24, Relationship Management
Education
University of Maryland Baltimore County 1985 — 1989
Bachelor of Arts (BA), Economics/finance
Severna Park High School 1983 — 1985
HS Diploma
The Principia School September 2013 - Present
Calamos Investments May 2015 - August 2015
Camp Newfound June 2014 - August 2014
Washington University in St. Louis January 2014 - May 2014
The First Church of Christ, Scientist May 2013 - August 2013
Washington University Olin Business School January 2013 - January 2013
Towle & Co. June 2011 - August 2011
Skills
Public Speaking, Research, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Photography, Teaching, Community Outreach, Financial Analysis, Investments, Nonprofits, Presentations, Fundraising, Project Management, Strategic Communications
Education
Washington University in St. Louis - Olin Business School 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Spanish (minor)
Universidad Carlos III de Madrid 2014 — 2014
International Finance
Principia Upper School 2008 — 2012
Northern Trust October 2012 - Present
Inland American Business Manager and Advisors July 2009 - October 2012
Calamos Investments June 2008 - January 2009
Calamos Investments August 2006 - June 2008
Skills
Accounting, Financial Services, Real Estate, Investments, Financial Analysis, Mutual Funds, Financial Reporting, GAAP, Microsoft Excel, Asset Management, Banking, CRM, Portfolio Management, Process Improvement
Education
University of Iowa 2002 — 2006
BA, Economics
J.P. Morgan Asset Management August 2014 - Present
Legg Mason Global Asset Management 2003 - August 2014
Calamos Investments April 2002 - April 2003
Merrill Lynch Investment Managers March 2000 - April 2002
MetLife July 1999 - March 2000
Mutual of Omaha August 1998 - July 1999
Great West Life June 1993 - August 1998
Skills
Series 7, Series 63, Investments, Mutual Funds, Separately Managed..., Equities, Fixed Income, Alternative Investments, Asset Managment, Hedge Funds, Asset Allocation, 529 Plans, 401k, Portfolio Optimization
Education
University of North Carolina at Chapel Hill 1989 — 1993
BS, Business Administration
iCapital Network, Inc. May 2015 - Present
Schwab Advisor Services May 2013 - May 2015
Astor Asset Management July 2010 - May 2013
Calamos Investments February 2004 - March 2010
Harris Bank 2001 - 2004
Van Kampen 2000 - 2002
Skills
Series 7, Mutual Funds, Asset Management, Asset Allocation, Investments, Series 66, Series 63
Education
St. Ambrose University 1994 — 1998
Bachelor of Arts, Finance
Calamos Investments February 2010 - Present
JP Morgan Chase December 2007 - January 2010
The Mortgage Source 2006 - 2006
Skills
Investments, Mutual Funds, Sales
Education
The Ohio State University
Bachelor of Arts Degree, Economics
Calamos Investments August 2014 - Present
Calamos Investments November 2012 - Present
Calamos Investments January 2011 - November 2012
Calamos Investments September 2007 - December 2010
Skills
Mutual Funds, Series 7, Series 63, Asset Allocation, Alternative Investments, Financial Services, Hedge Funds, Securities, Equities, Investments, Investment Strategies, Asset Management, ETFs, Separately Managed..., Bloomberg, Morningstar, Portfolio Management, Investment Advisory, Wealth Management, Series 65, Capital Markets, Investment Management, Financial Markets
Education
University of Iowa 1995 — 1997
BBA, Finance
University of Iowa - Henry B. Tippie College of Business 1995 — 1997
BBA, Finance
Calamos Investments April 2015 - Present
Cedarstone Partners September 2014 - April 2015
Venator Advantage October 2013 - June 2014
Intermission Youth Hostel 2013 - 2013
Kavalena Clothing 2012 - 2012
Skills
Microsoft Office, Marketing, Teamwork, Critical Thinking, Team Leadership, Analytical Skills, Research, Strategic Thinking, Recruiting, Social Media, Event Planning, Customer Service
Education
Wheaton College 2009 — 2013
Bachelor of Arts (BA), Philosophy
The University of Edinburgh 2012 — 2012
Philosophy, Economic Policy
Wheaton Academy
Northern Trust Corporation September 2015 - Present
Calamos Investments March 2015 - August 2015
Calamos Investments November 2013 - March 2015
Raymond James July 2010 - November 2013
Raymond James June 2008 - June 2010
Unilever June 2007 - August 2007
Skills
Insurance, Financial Modeling, Financial Analysis, Investment Research, Valuation, Investments, Portfolio Management, Financial Services
Education
University of Illinois at Urbana-Champaign 2004 — 2008
B.A., Finance
SFABL - Suburban Filipino-American Basketball League September 2012 - Present
Calamos Investments March 2009 - August 2013
Calamos Investments February 2004 - February 2009
Northern Trust Corporation August 2002 - January 2004
Northern Trust Corporation May 2001 - July 2002
Skills
Fixed Income, Securities, Equities, Mutual Funds, Asset Management, Trading
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), Economics
Harris Associates June 2014 - Present
Chicago Health System November 2013 - June 2014
Calamos Investments September 2010 - November 2013
Coyle Financial Counsel April 2006 - April 2009
Moller Financial 2004 - April 2006
Police Consultants, Inc January 2001 - January 2003
ConAgra January 2000 - January 2001
Skills
Administrative..., Asset Management, Outlook, Equities, Investments, Office Management, Financial Services, Bloomberg, Microsoft Excel, Securities, PowerPoint, Fixed Income, Alternative Investments, Access
Education
University of Iowa 1996 — 2000
Business Administration and Management, General
Coinstar February 2013 - Present
Coinstar November 2011 - February 2013
Coinstar January 2010 - November 2011
Redbox May 2007 - January 2010
Calamos Investments 2005 - 2006
Skills
Sales Management, Financial Analysis, Financial Accounting, Project Management, Financial Modeling, Sales Presentations, Strategic Negotiations, Microsoft Office, Salesforce.com, Tableau, Strategy, Account Management, Business Development, Sales, Marketing, Analysis, Strategic Partnerships, Forecasting, Leadership, Team Building, Management, Team Leadership
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor's degree, Accounting
Allianz Global Investors December 1998 - Present
Calamos Investments December 1996 - December 1998
Education
University of Kentucky 1993 — 1996
Marketing and Finance
Brother Rice High School Chicago June 2010 - Present
JP Morgan December 2009 - September 2010
Echo Global Logistics May 2009 - December 2009
Study Island May 2008 - March 2009
Calamos Investments 2007 - 2008
Chicago Bears 2004 - 2008
Skills
Public Speaking, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Strategic Planning, Leadership, Microsoft Word, Event Planning, Budgets, Team Building, Account Management, Fundraising, Sales, Social Media, Teaching, New Business Development, Research, Sales Management, Nonprofits, Business Strategy, Presentations, Proposal Writing
Education
Saint Xavier University 2013 — 2015
Master of Business Administration (M.B.A.), Management
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
BS, Accountancy
Brother Rice High School 1999 — 2003
Morgan Stanley Smith Barney March 2012 - Present
FOLLETT HIGHER EDUCATION January 2011 - March 2012
Millennium Trust Company September 2009 - December 2010
Calamos Investments July 2008 - January 2009
MORGAN KEEGAN & COMPANY, INC September 2003 - May 2008
Skills
Excel, Vlookup, Trading, Stock Market, Mutual Funds, Investments, retail planning, Supply Chain, Compliance, Pivot Tables, Reuters, Alternative Investments, Fixed Income Products, RIA, IRA's, IRA Rollovers, Roth IRA, Cost Analysis, Vendor Relations, Financial Analysis, JDA, Stock trading, Series 7, Microsoft Excel, Financial Services, IRAs
Education
Sullivan University 2005 — 2007
Bachelor of Science, Finance
Spencerian College 1995 — 1998
Associate of Science, Accounting
Silver Bay September 2012 - Present
Pine River Capital Management September 2012 - September 2014
CarVal Investors June 2009 - September 2012
Cargill June 2009 - September 2012
Cision December 2008 - June 2009
Calamos Investments February 2005 - November 2008
Calamos Investments February 2005 - September 2005
ePlanet Solutions, Inc. October 1998 - August 2005
Baxter Credit Union March 2004 - March 2005
Wheels, Inc. 2003 - 2004
Skills
Enterprise Architecture, IT Strategy, Business Intelligence, Integration, Vendor Management, Enterprise Software, Application Architecture, ITIL, Technology, Leadership, Governance, Process Improvement, Disaster Recovery, Data Architecture, IT Infrastructure..., Database Design, Database Servers, Trading Systems, Technical Leadership, Technical Architecture, IT Operations, Service Orientation, Technology Risk, Business Impact Analysis, IT Controls, COBIT, Sarbanes-Oxley, Financial Services, Business Intelligence..., Leadership Development, Mentoring, Cloud Computing, Cloud Applications, Cloud Security, Cloud Computing IaaS
Education
University of Iowa 1989 — 1993
BS, Biomedical Engineering
Downers Grove South High School 1986 — 1989
Swank Capital, LLC August 2011 - Present
Putnam Investments October 2008 - June 2011
Calamos Investments July 2006 - October 2008
TCW Investment Management December 2003 - July 2006
On Wall Street Magazine February 1998 - March 2003
Insight Capital Research & Management, Inc 1998 - 2003
Merrill Lynch May 1995 - August 1998
American Express Financial Advisors May 1994 - May 1995
Education
Southern Methodist University - Cox School of Business 2000 — 2002
MBA
The University of Texas at Arlington 1990 — 1994
BBA, Finance
Mesirow Financial June 2015 - August 2015
Calamos Investments June 2014 - August 2014
Education
The Ohio State University 2012 — 2016
Bachelor of Science in Business Administration, Economics and Marketing, Senior
Naperville North High School 2008 — 2012
Calamos Investments February 2013 - Present
George Weiss Associates June 2011 - February 2013
JAI Capital Management December 2008 - May 2011
The Torrey Funds August 2007 - November 2008
North Sound Capital Management June 2004 - July 2007
Andor Capital Management October 2001 - June 2004
InvestorForce March 2000 - July 2001
Ennis Knupp & Associates March 1997 - March 2000
Arthur Andersen & Co. 1995 - 1997
Skills
Risk Management, Investments, Hedge Funds, Alternative Investments, Mutual Funds, Trading, Bloomberg, Financial Risk, Financial Services, Equities, Fixed Income, Due Diligence, Performance Attribution, Portfolio Management, Data Analysis, Business Analysis, VBA, Access, Eze Castle, SSRS, SQL, Derivatives, Excel, Microsoft Excel, Geneva, Form PF, MIK Data..., Investor Analytics, Bloomberg PORT, BarraOne, Citi GRAM, Northfield, Asset Management
Education
University of Washington, Michael G. Foster School of Business 1993 — 1995
MBA; MPAcc
Tulane University 1987 — 1991
B.A.
Calamos Investments April 2012 - Present
Chicago Booth - Center for Research in Security Prices July 2010 - April 2012
Alcatel-Lucent - Timisoara January 2005 - May 2010
InformMedia - Timisoara September 2003 - December 2004
Skills
Software Development, C#, .NET, ASP.NET MVC, Scrum, Microsoft SQL Server, TFS, Visual Studio, Design Patterns, JavaScript, WCF, WPF, XML, Software Design, JIRA, LINQ, ASP.NET, ADO.NET, WinForms, Version One, SQL, CSS
Education
2003 — 2005
Masters
1999 — 2003
Bachelors
Cunningham Trading Systems July 2007 - Present
Calamos Investments April 2007 - June 2007
Chicago Board of Trade April 2004 - May 2007
Subaru Telescope 2003 - 2004
NCSA 1999 - 2004
US Navy 1991 - 1999
Skills
Integration, Software Development, Trading Systems, SQL, SDLC, Business Analysis, Agile Methodologies, Unix, Microsoft SQL Server, Electronic Trading
Education
University of Illinois at Urbana-Champaign 1999 — 2003
BS, Computer Science
N/A May 2010 - Present
Harris Associates L.P. August 2004 - August 2009
AEON Corporation July 2003 - August 2004
Harris Associates August 2002 - July 2003
Calamos Investments September 2001 - August 2002
Education
National Louis University 2008 — 2012
Master of Arts (MA), Elementary Education and Teaching
University of Illinois at Urbana-Champaign 1997 — 2001
Mid-Lakes Distributing March 2011 - Present
Magnetar Capital July 2007 - March 2011
Northern Trust June 2005 - July 2007
Calamos Investments April 2003 - June 2005
RS Investments May 1998 - March 2003
Education
University of California, Santa Barbara 1994 — 1998
BA, Business Economics, Accounting Emphasis
Brookfield Investment Management September 2013 - Present
Calamos Investments January 2011 - September 2013
DWS Investments June 1999 - May 2010
Skills
Fixed Income, Separately Managed..., Mutual Funds, Alternative Investments, Series 63, Morningstar, Asset Allocation, Series 7, Retirement Planning, Relationship Management, Investments, Structured Products, Strategy, Banking, Account Management, Series 6, Investment Advisory, Wealth Management, Investment Management
Education
University of Michigan 1995 — 1999
BA, Political Science, Biology
Markit November 2011 - Present
QSG March 2008 - October 2011
Calamos Investments May 2007 - February 2008
Citigroup Asset Management February 1998 - December 2005
Kemper Financial Services September 1989 - February 1998
IDS Financial Services April 1988 - September 1989
Morgan Stanley Asset Mgnt April 1986 - April 1988
Skills
Analytics, Equities, Research, Hedge Funds, Fixed Income, Equity Research, Derivatives, Bloomberg, Alternative Investments, Portfolio Management, Asset Management, Quantitative Analytics, Quantitative Finance, Capital Markets, Financial Modeling, Valuation, Asset Allocation, Investment Management, Financial Markets, Investments
Education
The University of Chicago - Booth School of Business 1984 — 1986
Master of Business Administration (MBA), Finance and Econometrics
The University of Chicago 1981 — 1984
BA, Statistics
Calamos Investments May 2013 - Present
Chicago Fundamental Investment Partners February 2009 - November 2012
Mulligan Partners LLC October 2006 - February 2009
Ritchie Capital May 2005 - September 2006
SAM Investments/The Hampshire Company October 2001 - April 2005
SAM Investments/The Hampshire Company June 2000 - October 2001
Calamos Asset Management March 1994 - May 2000
Merrill Lynch Business Financial Services August 1990 - March 1994
Merrill Lynch Business Financial Services November 1987 - August 1990
Skills
Portfolio Management, Investments, Equities, Securities, Trading, Investment Strategies, Financial Structuring, Private Equity, Options, Hedge Funds, Structured Finance, Investment Banking, Risk Management, Financial Modeling
Education
University of Chicago Graduate School of Business
Master of Business Administration, Finance
University of Illinois
Bachelor of Arts, English Literature
UGN, Inc. September 2012 - Present
Calamos Investments May 2008 - May 2012
Techfinders, Inc. 2000 - 2010
Morgan Stanley Dean Witter 1995 - 2000
Hamilton Investments 1993 - 1995
Skills
Applicant Tracking..., Talent Acquisition, Talent Management, Executive Search, Financial Services, Technical Recruiting, College Recruiting, Employee Relations, Sourcing, Internet Recruiting, Employer Branding, Interviews, Leadership, Management, Screening, Personnel Management, Cold Calling, Hiring, Taleo
Education
University of Illinois at Urbana-Champaign 1989 — 1993
BA, Economics & Finance
Regina
Colorado PERA 2011 - Present
Calamos Investments 2005 - 2010
Deloitte 2004 - 2005
Arthur Andersen/Ernst & Young 1999 - 2004
Skills
Equities, Portfolio Management, Financial Reporting, High Yield, Valuation, Fixed Income, Equity Research, Convertible Bonds
Education
University of Notre Dame 1995 — 1999
BA, Finance
Corestaff Staffing Service July 2014 - Present
United Airlines June 2010 - June 2014
Midway Games July 2005 - September 2009
Calamos Investments 2004 - 2005
Vedder Price 2002 - 2004
Vedder Price, P.C. 2002 - 2004
Skills
Intellectual Property, Mergers & Acquisitions, Corporate Governance, Due Diligence, Corporate Law, Commercial Litigation, Securities, Licensing, SEC filings, Strategic Partnerships, Litigation, Contract Negotiation
Education
University of Chicago Law School 2001 — 2002
The Catholic University of America, Columbus School of Law 1999 — 2001
JD
University of Notre Dame 1994 — 1998
Bachelor of Business Administration (B.B.A.)
Calamos Investments May 2015 - Present
Calamos Investments March 2007 - April 2015
Skills
Series 7, Investments, Asset Management, Mutual Funds, Series 24
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
LaSalle Investment Management March 2014 - Present
Calamos Investments February 2010 - February 2014
RiverSource Asset Management December 2003 - February 2010
Board Member North Texas Chapter at The Lukemia and Lymphoma Society July 2008 - July 2009
Salomon Brothers Asset Management July 2003 - December 2003
Invesco Funds Group December 2000 - July 2003
American Beacon Advisors April 1997 - December 2000
HD Vest Financial Services January 1994 - April 1997
Skills
Series 6, Series 7, Series 24, Series 63, Series 66, Mutual Funds, ETFs, Investments, Securities, Asset Managment, Strategic Financial..., Retirement Planning, Equities, Fixed Income, Financial Services, Asset Allocation, Alternative Investments, Wealth Management, Investment Advisory, Fixed Annuities, Uniform Combined State..., FINRA
Education
The University of Texas at Arlington 1991 — 1993
Business, Finance, General
Arlington Heights High School 1983 — 1987
Calamos Investments 2004 - Present
Arbor Research and Trading 2001 - 2004
Van Kampen Investments 1998 - 2001
Skills
Series 7, Fixed Income, Bloomberg, Asset Management, High Yield, Series 63, Fixed Income Trading, Trading, Series 3, Leveraged Finance, Bonds
Education
St. Joseph's College (IN) 1994 — 1998
Bachelor of Science
Mesirow Financial June 2010 - Present
Strategic Synergies Chicago, Inc. April 2009 - May 2010
Man September 2004 - April 2009
Calamos Investments November 1997 - February 2004
Christian Brothers Investment Services 1997 - 1998
Skills
Equities, Investments, Portfolio Management, Investment Management, Fixed Income, Capital Markets, Asset Allocation, Derivatives, Private Equity
Education
University of Illinois at Urbana-Champaign 2012 — 2014
Executive Masters of Business Administration
University of Illinois at Urbana-Champaign 1986 — 1991
Bachelor of Science (BS), Accounting
Nuveen Investments 2012 - Present
Calamos Investments February 2011 - March 2012
Calamos Investments November 2008 - February 2011
Calamos Investments October 2005 - November 2008
Calamos Investments May 2005 - October 2005
Clarity Consulting January 1999 - May 2005
Pittway Systems Technology Group 1996 - 1999
Fluor Daniel January 1995 - November 1995
Skills
Business Analysis, Business Intelligence, ASP.NET, Email Marketing, Management, Microsoft SQL Server, Mutual Funds, Online Marketing, Project Management, SQL, Software Development, SharePoint
Education
University of Illinois at Urbana-Champaign 1990 — 1994
B.S., Electrical Engineering
Calamos Investments January 2013 - Present
Calamos Investments September 2005 - April 2013
Columbia Management March 2003 - September 2005
Fidelity Investments February 1995 - September 2003
Skills
Consultant Relations, Inst. Business..., Relationship Management, Investments, CRM, Financial Services, Mutual Funds, Series 7, Series 63, New Business Development, Asset Managment, Fixed Income, Equities, Institutional..., Portfolio Management, Investment Advisory, Alternative Investments, Investment Management, Asset Management, Hedge Funds
Education
University of New Hampshire 1990 — 1994
B.S, Business/Economics
University of New Hampshire - Whittemore School of Business and Economics 1990 — 1994
Bachelor of Science, Business & Economics
Integrify January 2015 - Present
Guaranteed Rate June 2013 - Present
ShopLocal June 2012 - June 2013
channelIQ December 2010 - June 2012
Channel Velocity December 2009 - October 2010
Quest Software March 2009 - June 2010
Quest Software December 2008 - March 2009
Calamos Investments September 2008 - November 2008
Hinda Incentives April 2008 - September 2008
ShopLocal September 2005 - April 2008
Skills
Software Development, Agile Methodologies, Software Design, Architecture, SQL, Enterprise Software, Integration, Web Services, Software Engineering, Scrum, Architectures, Programming, Web Development, Design Patterns, REST, HTML, JavaScript, XML, JSON, Microsoft Technologies, Web Applications, Amazon Web Services..., jQuery, eBay API, Multithreading, Google API, TeamCity, JavaScriptMVC, JavaScript Libraries, Django, Software Solution..., CSS, Git, Karma, Node.js, MongoDB, AngularJS, Github, Heroku, ARIA, Accessibility
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor's, Math and Computer Science
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor's degree, Mathematics and Computer Science
SBI Sales Benchmark Index July 2015 - Present
Sales Benchmark Index May 2011 - July 2015
Calamos Investments 2008 - 2009
Calamos Investments 2006 - 2008
Calamos Investments 2005 - 2006
Skills
Sales Process, Strategy, Sales Operations, Analysis, Demand Generation, New Business Development, Channel Partners, Strategic Planning, Professional Services, Consultative Selling, Channel Program..., Competitive Analysis, Marketing Strategy, Sales Management, Lead Generation, Channel Sales, Investments, Salesforce.com, Marketing Automation, Selling, Sales, Leadership, CRM, SaaS, Asset Management, Pricing, Strategic Partnerships, Management Consulting, Mutual Funds, P&L Management, Executive Management, Management, Start-ups, Lead Management, Public Speaking, B2B, Training
Education
Vanderbilt University 2009 — 2011
MBA, Strategy, Finance (Specialization in Asset Management)
Tulane University - A.B. Freeman School of Business 1999 — 2003
Bachelor of Business Administration, Finance and English
School Year Abroad 1998 — 1999
Zaragoza, Spain
Western Reserve Academy 1995 — 1999
Calamos Investments October 2008 - Present
Calamos Investments November 2005 - October 2008
Calamos Investments November 2002 - November 2005
Calamos Investments March 2000 - January 2002
Calamos Investments April 1996 - March 2000
Calamos Investments September 1991 - August 1993
Skills
Convertible Securities, Market Neutral, Convertible Arbitrage, Covered Calls, Long/Short Equity, Options Strategies, Equities, Fixed Income, High Yield Bonds, Mutual Funds, Closed-end Funds, Separately Managed..., Asset Allocation, Financial Services, Hedge Funds, Morningstar Direct, Series 7, Series 63, Series 24, Series 65
Education
University of Illinois at Urbana-Champaign 1989 — 1991
Masters, Speech Communication
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelors, Liberal Arts
Calamos Investments February 2004 - Present
Skills
Disaster Recovery, Active Directory, VMware, SharePoint, Agile Methodologies, Software Development
Education
University of Phoenix 2005 — 2007
Calamos Investments May 2005 - April 2011
Education
The University of Kansas 2000 — 2005
Cohen and Steers Capital Management, Inc September 2009 - Present
Old Mutual Investment Partners May 2005 - November 2009
OppenheimerFunds March 2004 - April 2005
Calamos Investments May 1994 - February 2004
Skills
Mutual Funds, Investments, Hedge Funds, Portfolio Management, Financial Advisory, Series 7, Alternative Investments, Asset Managment, Series 63, Asset Allocation, Securities, Wealth Management, Fixed Income, Equities, Relationship Management
Education
University of Illinois at Chicago 1988 — 1992
Bachelor of Science, Economics
U.S. Bank-The Private Client Reserve August 2013 - Present
UBS Wealth Management December 2012 - August 2013
Decision Economics, Inc. January 2010 - December 2012
Neotick-Firefly Capital January 2008 - January 2010
Calamos Investments October 2005 - September 2007
UBS Investment Bank December 1999 - September 2005
Education
Universität Wien 1993 — 1994
International Economics
University of Minnesota-Twin Cities 1989 — 1994
BA, Economics
University of Illinois at Chicago September 2009 - Present
Calamos Investments May 2005 - August 2005
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Science, FInance
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
BS, Finance
Rally Software August 2015 - Present
People's Resource Center 2008 - Present
Rally Software April 2013 - July 2015
Calamos Investments June 2011 - April 2013
ATI Physical Therapy August 2010 - June 2011
TigerDirect.com September 2008 - August 2010
Skills
ASP.NET, HTML, Microsoft SQL Server, JavaScript, SQL, C#, SSRS, Access, Visual Studio, XML, Visual Basic, jQuery, T-SQL, IIS, VB.NET, Windows, Databases, CSS, .NET, SSIS
Education
University of Illinois at Urbana-Champaign 2003 — 2008
B.A., History
University of Illinois at Urbana-Champaign 2003 — 2008
Alerus Financial May 2012 - Present
Coldwell Banker Premier Realty October 2006 - April 2011
Calamos Investments 2005 - 2006
JPMorgan Chase 2002 - 2004
JPMorgan Chase 1996 - 2002
Skills
Residential Homes, Leadership, Portfolio Management, Sales Process, Investment Properties, Selling, Investments, Contract Negotiation, Customer Service
Education
University of South Carolina-Columbia
BS
Hartmarx December 2008 - January 2009
Calamos Investments September 2005 - November 2008
Encore Consulting March 2005 - September 2005
gingiss Formalwear June 1992 - December 2004
Education
St. Norbert College 1981 — 1985
BA, Finance/Math
Calamos Investments September 2015 - Present
Calamos Investments April 2013 - Present
Calamos Investments September 2010 - March 2013
Calamos Investments March 2007 - September 2010
Strong Capital Management 2000 - 2003
CIGNA Retirement & Investment Services May 1994 - January 2000
Manulife Financial 1987 - 1994
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, 401k, Hedge Funds, Institutional, Separately Managed..., Investment Strategies, Asset Management, ETFs, Investment Advisory, Wealth Management, Asset Allocation, Product Development, Financial Services, Investments, Insurance, Morningstar Direct, Retirement Planning, Defined Contribution, Investment Management, FINRA, Fixed Income, Securities, Equities
Education
Syracuse University 1983 — 1987
B.A., Economics
Syracuse University - Maxwell School 1983 — 1987
Bachelor's degree, Economics
First Trust April 2008 - Present
Calamos Investments October 2002 - June 2006
Nuveen Investments 1993 - 2000
Skills
Separately Managed..., Series 7, Series 63, Series 65, Mutual Funds, Asset Managment, Investments, Investment Advisory, Series 24, Investment Strategies
Education
University of Illinois at Urbana-Champaign 1982 — 1986
BA, Economics
Calamos Investments February 2015 - Present
Driehaus Capital Management 2010 - January 2015
American Century Investments 2006 - 2008
Neuberger Berman 2003 - 2006
American Century Investments 1998 - 2002
Education
The University of Chicago Booth School of Business 2002 — 2004
Master of Business Administration, Analytic Finance and Economics
University of Wisconsin-Madison 1995 — 1998
Bachelor of Business Administration, Finance Investments and Banking
EPiServer AB 2010 - Present
Calamos Investments 2008 - 2009
Claymore Securities 2006 - 2008
Skills
Web Content Management, E-commerce, Sales, Digital Marketing, Lead Generation, CMS, SEO, Web Project Management, Sales Process, Strategic Partnerships, Online Marketing, EPiServer, Social Media, CRM, Web Analytics, Management, LinkedIn, Online Research, Consultative Sales..., Web 2.0, Enterprise Content..., Mobile Marketing, Personalization, Online Communications, Digital Asset Management, Enterprise Technology..., Web Technologies, ROI Optimization, TCO reduction, SaaS, Ninja Skills
Education
University of Illinois at Chicago
BFA, Electronic Visualization
Calamos Investments May 2015 - Present
Calamos Investments April 2011 - Present
Calamos Investments February 2010 - March 2011
Calamos Investments October 2006 - January 2010
Calamos Investments June 2005 - September 2006
Skills
Wealth Management, Series 7, Series 63, Series 6, Separately Managed..., Mutual Funds, Investments, Fixed Income, Equities, ETFs, Asset Management, Asset Allocation, Alternative Investments
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2004
Business, Finance and Marketing
Calamos Investments 2000 - 2008
Raymond James 1998 - 2000
Education
University of South Florida 1997 — 2000
OppenheimerFunds August 2008 - Present
Calamos Investments 2007 - 2008
E*TRADE Financial 2002 - 2004
Deutsche Asset Management 1999 - 2002
Russell Investments 1997 - 1999
Skills
Mutual Funds, Fixed Income, Portfolio Management, Credit, Investments, Asset Management, Bonds, Capital Markets, Cash Management, Separately Managed..., Money Market, Alternative Investments, Investment Strategies, Valuation
Education
Trinity University 1986 — 1990
BA, Economics
Elk Falls Consulting April 2010 - Present
Old Mutual Capital June 2005 - March 2010
Calamos Investments June 2004 - August 2005
Skills
Mutual Funds, Broker-Dealer, Asset Management, Series 7, Investments
Education
The Ohio State University 1965 — 1969
BS, Journalism
OppenheimerFunds September 2009 - Present
Calamos Investments March 2007 - September 2009
PricewaterhouseCoopers July 1991 - March 2007
Education
Trinity University 1987 — 1991
B.S., Business Administration (Concentration in Accounting and Finance)
Southwest Airlines April 2011 - Present
Southwest Airlines October 2009 - April 2011
Southwest Airlines May 2009 - November 2009
Wheaton Bank & Trust Co. May 2008 - August 2008
Calamos Investments May 2007 - August 2007
United Community Bank August 2003 - August 2005
Skills
Strategic Planning, Social Media, Microsoft Excel, Process Improvement, Customer Service, Microsoft Office, Social Media Marketing, Project Management, PowerPoint, Leadership, Data Analysis, Public Speaking, Training
Education
University of Dayton 2005 — 2009
B.A., Psychology with a concentration in Business
Benet Academy 2001 — 2005
PACCAR August 2014 - Present
Calamos Investments February 2013 - July 2014
Calamos Investments October 2010 - February 2013
Calamos Investments July 2008 - October 2010
Skills
Market Research, Portfolio Management, Investments, Microsoft Excel, Tableau, Data Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Finance
Calamos Investments 2012 - Present
PNC Wealth Management October 2009 - April 2012
National City Private Client Group March 2008 - October 2009
National City Bank February 2007 - March 2008
National City Bank June 2005 - February 2007
Skills
Wealth Management, Portfolio Management, Asset Allocation, Investments, Mutual Funds, Investment Strategies, Asset Management, Investment Management, Valuation, Financial Modeling, Financial Analysis, Equities, Fixed Income, Investment Advisory, Hedge Funds
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Accounting, Economics, International Business, Entrepreneurship
University of Kentucky 2001 — 2005
Bachelors of Business Administration, Finance and Marketing
BMO Global Asset Management February 2015 - Present
Calamos Investments January 2013 - February 2015
Waddell & Reed June 2010 - December 2012
Morgan Stanley Smith Barney May 2009 - August 2009
Wachovia Securities May 2008 - August 2008
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
B.B.A., Finance
Ultimus Fund Solutions, LLC April 2015 - Present
Citigroup March 2008 - April 2015
Calamos Investments April 2004 - March 2008
BISYS Fund Services July 1998 - April 2004
Skills
Hedge Funds, Mutual Funds, Alternative Investments, Fund Administration, Asset Managment, Middle Office, Derivatives, Securities, Financial Services
Education
The Ohio State University Fisher College of Business 1987 — 1992
Bachelor, Accounting
Calamos Investments May 2012 - Present
Calamos Investments August 2010 - April 2012
Bank of America November 2008 - December 2009
Education
University of Missouri-Columbia 1985 — 1990
BA, Psychology
Calamos Investments October 2012 - Present
Calamos Investments July 2009 - October 2012
Skills
Mutual Funds, Series 7, Alternative Investments, Asset Allocation, Series 63, Asset Management, Investments, Wealth Management, Equities, Investment Strategies, Hedge Funds, Portfolio Management, Separately Managed..., Securities, Fixed Income
Education
St. Joseph's College (IN) 2001 — 2003
International Studies
Calamos Investments July 2011 - Present
Nationwide Financial January 2008 - July 2011
UBS 1997 - 2007
UBS Wealth Management 1997 - 2007
NatWest Bank 1992 - 1996
Skills
Managed Accounts, Series 65, Series 63, Series 7, Series 24, Mutual Funds, Wealth Management, Uniform Combined State..., Investments, Fixed Annuities, Securities, Portfolio Management, Alternative Investments, Asset Managment, Asset Allocation, ETFs, Bonds, Equities, Retirement Planning, Separately Managed..., Investment Management, Investment Advisory, Retirement, 401k, Fixed Income, Investment Strategies, Series 6, Managing Accounts, Hedge Funds, Financial Advisory, IRAs, Wealth Management..., Variable Annuities, FINRA, Financial Services, Institutional..., Wealth, Strategic Financial..., Asset Management, Relationship Management, High Net Worth..., Options, Financial Planning
Education
State University of New York College at Oswego 1979 — 1983
ba
Discover Financial Services September 2015 - Present
Anixter January 2014 - July 2015
Sears Hometown and Outlet Stores, Inc. October 2012 - January 2014
Sears Holdings Corporation August 2011 - October 2012
Sears Holdings Corporation June 2009 - August 2011
Calamos Investments May 2008 - August 2008
Skills
SOX Compliancy, Internal Audit, Internal Controls, Risk Assessment, Auditing, Process Improvement, Sarbanes-Oxley, CPA, Training, Financial Risk, Accounting, Sarbanes-Oxley Act, GAAP, Financial Analysis, Forecasting, Financial Reporting, Enterprise Risk..., Finance, Risk Management, US GAAP, Financial Accounting, Leadership, Data Analysis, Program Management
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
B.S., Accounting
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2007 — 2007
Fellow Irish Social Hub (FISH) July 2010 - Present
Calamos Investments September 2012 - July 2015
Black Capital, LLC March 2011 - September 2012
Savannah-Baltimore Capital March 2005 - December 2007
Gothic Capital Managent 1999 - 2004
Fidelity Investments 1997 - 1999
Credit Suisse First Boston 1994 - 1997
Skills
Portfolio Management, Equity Research, Asset Management, Securities, Hedge Funds, Alternative Investments, Venture Capital, Private Equity, Investments, Equities, Mutual Funds, Valuation
Education
University of Notre Dame 1990 — 1994
BBA, Finance
The University of Notre Dame Australia 1992 — 1992
International Business
Delbarton School 1986 — 1990
BMO Capital Markets July 2014 - December 2014
Jefferies LLC May 2013 - August 2013
Calamos Investments September 2011 - July 2012
Morningstar December 2008 - August 2011
Morningstar September 2006 - November 2008
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Chicago 2000 — 2004
Bachelor of Arts (BA), Economics
US Bank Global Corporate Trust, Structured Finance June 2014 - August 2015
Independent Forex Trader August 2013 - June 2014
Calamos Investments 2011 - 2013
BridgePortfolio August 2009 - February 2010
RMB Capital Management March 2006 - January 2009
LaSalle Bank December 2002 - March 2006
Brokerage Consultants Inc. March 2002 - September 2002
Goldman Sachs August 1999 - July 2001
Skills
Investments, Equities, Portfolio Management, Fixed Income, Wealth Management, Bloomberg, Mutual Funds, Securities, Asset Management, Derivatives, Advent Suite:..., Microsoft Office, VBA, Linux, FIX, Forwards, Financial Futures, Trading Systems, Electronic Trading, GIM2, Charles River IMS, Security APL, DTC, Unix, SQL, Script Editing, Perl Script, Convertible Securities, Convertible Bonds, CDO, CDO Suite, CLO, Compliance Modeling, Structured Finance, Trading
Education
New York Institute of Finance 1996 — 2000
Professional, Investments - Financial Mathematics
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Arts (B.A.), Economics