Calamos Investments

Description

Calamos Asset Management is a diversified global investment firm offering innovative investment strategies including U.S. growth equity, global equity, convertible, multi-asset and alternatives. Assets under management: 20.1 billion USD CEO: John S. Koudounis (4 Apr 2016–) Founder: John Calamos Founded: 1977 Headquarters: Naperville, Illinois, United States Subsidiaries: CALAMOS PARTNERS LLC,

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Calamos Investments Employees

Employee
Years
Job
Industry
Daryl Cheung Daryl Cheung Greater Chicago Area Details
Daryl Cheung's Calamos Investments Experience May 2011 - March 2014
Job Web Developer at HighTower
Industry Information Technology and Services
Experience
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

Brian C. Sumner, CFP®,CIMA® Brian C. Sumner, CFP®,CIMA® Greater Denver Area Details
Brian C. Sumner, CFP®,CIMA®'s Calamos Investments Experience 2014 - Present
Job Vice President, RIA Consulting Group Western U.S. at Calamos Investments
Industry Financial Services
Experience
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

Aaron Cates, CIMA® Aaron Cates, CIMA® Greater Chicago Area Details
Aaron Cates, CIMA®'s Calamos Investments Experience June 2011 - February 2015
Job Vice President at Manning & Napier
Industry Financial Services
Experience
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

Cliff Kalish Cliff Kalish Greater Chicago Area Details
Cliff Kalish's Calamos Investments Experience October 2005 - September 2011
Job Client Relationship Manager at William Blair & Company
Industry Financial Services
Experience
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

Timothy Cody Timothy Cody Chicago, Illinois Details
Timothy Cody's Calamos Investments Experience November 2014 - Present
Job Investment Consultant at Calamos Investments
Industry Financial Services
Experience
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

Scott Zegers Scott Zegers New York, New York Details
Scott Zegers's Calamos Investments Experience July 2004 - May 2007
Job CFO / Executive Director at J.P. Morgan
Industry Financial Services
Experience
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

Dustin Hite Dustin Hite Dallas, Texas Details
Dustin Hite's Calamos Investments Experience June 2013 - January 2014
Job Attended Southern Methodist University
Industry
Experience
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

Robert E. Long, Jr. Robert E. Long, Jr. Greater Chicago Area Details
Robert E. Long, Jr.'s Calamos Investments Experience January 2005 - January 2011
Job Vice President, Private Wealth Management at Fidelity Investments
Industry Investment Management
Experience
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

Frank Whitehead Frank Whitehead Oswego, Illinois Details
Frank Whitehead's Calamos Investments Experience September 2008 - Present
Job Jr. Research Analyst at Calamos Investments
Industry Investment Management
Experience
Calamos Investments   September 2008 - Present

Education
University of Arkansas at Fayetteville   2008 — 2012
Bachelor's degree, Financial Management/Investments

Mustafa Shikora Mustafa Shikora Urbana-Champaign, Illinois Area Details
Mustafa Shikora's Calamos Investments Experience May 2015 - August 2015
Job Applications Development Intern at Calamos Investments
Industry Computer Software
Experience
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

Joseph Ciccione, CAIA® Joseph Ciccione, CAIA® Greater Chicago Area Details
Joseph Ciccione, CAIA®'s Calamos Investments Experience February 2014 - Present
Job Associate Vice President, Investment Consultant (External Wholesaler) at Calamos Investments
Industry Financial Services
Experience
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

Eduardo Mendiola Eduardo Mendiola Miami, Florida Details
Eduardo Mendiola's Calamos Investments Experience March 2012 - December 2013
Job International Wealth Management Specialist
Industry Financial Services
Experience
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

Daniel Kaczmarek Daniel Kaczmarek Greater Chicago Area Details
Daniel Kaczmarek's Calamos Investments Experience May 2004 - August 2004
Job Senior Associate at Chartwell
Industry Financial Services
Experience
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

Emma Davidson Emma Davidson Elmhurst, Illinois Details
Emma Davidson's Calamos Investments Experience June 2006 - August 2008
Job Director of Finance at Bottleneck Management
Industry Accounting
Experience
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

Greg Farber, CIMA® AIF® Greg Farber, CIMA® AIF® Greater Chicago Area Details
Greg Farber, CIMA® AIF®'s Calamos Investments Experience November 2014 - Present
Job VP, Sr. Wealth Advisor at Calamos Investments
Industry Financial Services
Experience
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

Jason Bertini Jason Bertini Greater Chicago Area Details
Jason Bertini's Calamos Investments Experience May 2009 - Present
Job Manager of IT Infrastructure
Industry Financial Services
Experience
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

Ariel Babcock, CFA Ariel Babcock, CFA Boston, Massachusetts Details
Ariel Babcock, CFA's Calamos Investments Experience July 2012 - January 2015
Job Investment Industry Professional
Industry Investment Management
Experience
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

Kristine Thornton Kristine Thornton Greater Chicago Area Details
Kristine Thornton's Calamos Investments Experience 2002 - 2008
Job Financial Controller at Scandinavian Resource Center
Industry Accounting
Experience
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

Michael Bartholome Michael Bartholome Greater Chicago Area Details
Michael Bartholome's Calamos Investments Experience January 2003 - March 2004
Job Financial Analysis/Planning/Treasury
Industry Retail
Experience
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

Gregory Hyde Gregory Hyde Greater Atlanta Area Details
Gregory Hyde's Calamos Investments Experience October 2011 - November 2014
Job kPurchase LLC, EVP & Principal
Industry Management Consulting
Experience
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

Erin McClure, CPA Erin McClure, CPA Greater Chicago Area Details
Erin McClure, CPA's Calamos Investments Experience January 2008 - January 2008
Job Senior Accountant, Financial Reporting and Consolidations at Hyatt Hotels Corporation
Industry Accounting
Experience
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

Lauren Biggs Lauren Biggs Houston, Texas Area Details
Lauren Biggs's Calamos Investments Experience August 2005 - April 2006
Job Director of Marketing at Fusion Investment Group, LLC
Industry Investment Management
Experience
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

Matthew Toms Matthew Toms Greater Atlanta Area Details
Matthew Toms's Calamos Investments Experience March 2007 - September 2009
Job Head of U.S. Public Fixed Income at ING Investment Management
Industry Investment Management
Experience
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

victor banjo, CFA victor banjo, CFA Greater New York City Area Details
victor banjo, CFA's Calamos Investments Experience June 2014 - August 2014
Job Credit Trader/Assistant Portfolio Manager at Nationwide Investments
Industry Financial Services
Experience
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

Pat Allen Pat Allen Chicago, Illinois Details
Pat Allen's Calamos Investments Experience October 2006 - June 2007
Job Content & Digital Marketing Consulting And Coaching For Investment Firms | Rock The Boat Marketing
Industry Financial Services
Experience
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

Linda Mallis Linda Mallis Greater New York City Area Details
Linda Mallis's Calamos Investments Experience September 2012 - Present
Job Experience working with CEOs and upper management of Wall St firms
Industry Financial Services
Experience
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

Erick Krosky, CIMA®, CFP® Erick Krosky, CIMA®, CFP® Phoenix, Arizona Area Details
Erick Krosky, CIMA®, CFP®'s Calamos Investments Experience June 2011 - June 2012
Job Regional Vice President at Pacific Life
Industry Financial Services
Experience
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

Kismet Lowry, ITIL Kismet Lowry, ITIL Greater Chicago Area Details
Kismet Lowry, ITIL's Calamos Investments Experience April 2007 - May 2008
Job Project Manager Telecommunication, PMO Manager, Facilities Manager
Industry Information Technology and Services
Experience
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

Martin Coughlan, CFA, CAIA Martin Coughlan, CFA, CAIA Greater Chicago Area Details
Martin Coughlan, CFA, CAIA's Calamos Investments Experience November 2005 - March 2013
Job SVP, Head of Global Institutional Sales at Westwood Management
Industry Investment Management
Experience
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

Eric Welt, CFA Eric Welt, CFA Greater Chicago Area Details
Eric Welt, CFA's Calamos Investments Experience August 2007 - March 2013
Job Managing Director, Business Development & Client Relationship Management at Fiduciary Management Associates
Industry Investment Management
Experience
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

David P. Kalis, CFA David P. Kalis, CFA Greater Chicago Area Details
David P. Kalis, CFA's Calamos Investments Experience 2013 - Present
Job CoCIO, Head of U.S. Growth Equity Strategies at Calamos Investments
Industry Investment Management
Experience
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

Joe Becker Joe Becker Greater Chicago Area Details
Joe Becker's Calamos Investments Experience April 2007 - August 2008
Job Milliman FRM
Industry Investment Management
Experience
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

Alexander Park Alexander Park Greater Chicago Area Details
Alexander Park's Calamos Investments Experience May 2012 - September 2012
Job Software Engineer at Vail Systems
Industry Higher Education
Experience
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

Barry Livingston, CFA, CAIA Barry Livingston, CFA, CAIA Greater Chicago Area Details
Barry Livingston, CFA, CAIA's Calamos Investments Experience August 2008 - Present
Job CoHead Global Institutional Distribution
Industry Investment Management
Experience
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

Christopher M. Androvic Christopher M. Androvic Greater Chicago Area Details
Christopher M. Androvic's Calamos Investments Experience October 2013 - Present
Job Senior Director at Brookfield Asset Management
Industry Financial Services
Experience
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

Marina Terzich Marina Terzich Chicago, Illinois Details
Marina Terzich's Calamos Investments Experience April 2010 - July 2010
Job Integrative Health & Life Coach, Founder
Industry Health, Wellness and Fitness
Experience
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

Patrick Woelfel Jr. Patrick Woelfel Jr. United States Details
Patrick Woelfel Jr.'s Calamos Investments Experience July 2015 - August 2015
Job Assistant Marketing Manger at Fellowes
Industry Marketing and Advertising
Experience
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

Stanley Azie Stanley Azie Greater Chicago Area Details
Stanley Azie's Calamos Investments Experience July 2015 - Present
Job Investment Consultant at Calamos Investments
Industry Financial Services
Experience
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

Kurt G. Gustafson, MBA Kurt G. Gustafson, MBA Greater Boston Area Details
Kurt G. Gustafson, MBA's Calamos Investments Experience June 2014 - Present
Job Vice President RIA Consulting Group at Calamos Investments
Industry Investment Management
Experience
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

David O'Donohue David O'Donohue Chicago, Illinois Details
David O'Donohue's Calamos Investments Experience August 2014 - Present
Job VP, CoPortfolio Manager
Industry Financial Services
Experience
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

Scott Steele, CIMA Scott Steele, CIMA San Diego, California Details
Scott Steele, CIMA's Calamos Investments Experience March 2012 - Present
Job Divisional Director, Vice President at Calamos Investments
Industry Financial Services
Experience
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

Hannah Towle Hannah Towle Greater St. Louis Area Details
Hannah Towle's Calamos Investments Experience May 2015 - August 2015
Job Research Intern at Calamos Investments
Industry Financial Services
Experience
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

Lindsey Grande Lindsey Grande Greater Chicago Area Details
Lindsey Grande's Calamos Investments Experience June 2008 - January 2009
Job Marketing Specialst, RFP Team at Northern Trust
Industry Investment Management
Experience
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

Kerry Nevins, CIMA Kerry Nevins, CIMA Great Falls, Virginia Details
Kerry Nevins, CIMA's Calamos Investments Experience April 2002 - April 2003
Job Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
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

Kent Tkach Kent Tkach Greater Chicago Area Details
Kent Tkach's Calamos Investments Experience February 2004 - March 2010
Job Vice President, iCapital Network
Industry Financial Services
Experience
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

Abbas Hussain Abbas Hussain Greater Chicago Area Details
Abbas Hussain's Calamos Investments Experience February 2010 - Present
Job Investment Consultant
Industry Investment Management
Experience
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

Shawn Park, CFA, CFP® Shawn Park, CFA, CFP® Greater Chicago Area Details
Shawn Park, CFA, CFP®'s Calamos Investments Experience August 2014 - Present
Job Director, Product Management & Analytics
Industry Financial Services
Experience
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

Iain Mirrilees Iain Mirrilees Wheaton, Illinois Details
Iain Mirrilees's Calamos Investments Experience April 2015 - Present
Job Customer Service Representative at Calamos Investments
Industry Financial Services
Experience
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

Ben Hier, CFA Ben Hier, CFA Greater Chicago Area Details
Ben Hier, CFA's Calamos Investments Experience March 2015 - August 2015
Job Vice President, Senior Equity Analyst Financial Services Sector at Northern Trust Corporation
Industry Investment Management
Experience
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

Jerry Manuel Jerry Manuel Greater Chicago Area Details
Jerry Manuel's Calamos Investments Experience March 2009 - August 2013
Job Operations Administrator at Calamos Investments
Industry Financial Services
Experience
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

Cristin DeMaa Cristin DeMaa Naperville, Illinois Details
Cristin DeMaa's Calamos Investments Experience September 2010 - November 2013
Job Executive Assistant at Harris Associates
Industry Financial Services
Experience
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

Jeff Jopa Jeff Jopa Greater Chicago Area Details
Jeff Jopa's Calamos Investments Experience 2005 - 2006
Job Business Development Manager at Coinstar
Industry Consumer Services
Experience
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

Chris Casenhiser Chris Casenhiser Louisville, Kentucky Details
Chris Casenhiser's Calamos Investments Experience December 1996 - December 1998
Job Investment Consultant at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors  December 1998 - Present
Calamos Investments   December 1996 - December 1998

Education
University of Kentucky   1993 — 1996
Marketing and Finance

Tim O'Connell Tim O'Connell Greater Chicago Area Details
Tim O'Connell's Calamos Investments Experience 2007 - 2008
Job Admissions Director at Brother Rice High School
Industry Computer Software
Experience
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

Candice Monroe Candice Monroe Greater Chicago Area Details
Candice Monroe's Calamos Investments Experience July 2008 - January 2009
Job Business Professional at Morgan Stanley Smith Barney
Industry Financial Services
Experience
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

Todd Jable Todd Jable Greater Minneapolis-St. Paul Area Details
Todd Jable's Calamos Investments Experience February 2005 - November 2008
Job Chief Technology Officer at Silver Bay
Industry Financial Services
Experience
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

Adam Evans, CIMA Adam Evans, CIMA Dallas/Fort Worth Area Details
Adam Evans, CIMA's Calamos Investments Experience July 2006 - October 2008
Job Director, Business Development at Swank Capital, LLC
Industry Financial Services
Experience
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

Anna Prescott Anna Prescott Naperville, Illinois Details
Anna Prescott's Calamos Investments Experience June 2014 - August 2014
Job Student at The Ohio State University
Industry
Experience
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

John McClenahan John McClenahan United States Details
John McClenahan's Calamos Investments Experience February 2013 - Present
Job Head of Risk Management
Industry Investment Management
Experience
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.

Oana Marina Oana Marina Naperville, Illinois Details
Oana Marina's Calamos Investments Experience April 2012 - Present
Job Lead Software Developer at Calamos Investments
Industry Computer Software
Experience
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

Chad Lowe Chad Lowe Greater Chicago Area Details
Chad Lowe's Calamos Investments Experience April 2007 - June 2007
Job Senoir Developer at Cunningham Trading Systems
Industry Financial Services
Experience
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

Gina Gondeck Gina Gondeck Deerfield, Illinois Details
Gina Gondeck's Calamos Investments Experience September 2001 - August 2002
Job Stay at Home Mom
Industry Primary/Secondary Education
Experience
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

Charles Harre Charles Harre Greater Chicago Area Details
Charles Harre's Calamos Investments Experience April 2003 - June 2005
Job CFO at MidLakes Distributing
Industry Financial Services
Experience
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

Lara Compton, CIMA® Lara Compton, CIMA® Chicago, Illinois Details
Lara Compton, CIMA®'s Calamos Investments Experience January 2011 - September 2013
Job Vice President, Marketing and Client Service at Brookfield Investment Management
Industry Financial Services
Experience
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

Dan Bukowski Dan Bukowski Greater Chicago Area Details
Dan Bukowski's Calamos Investments Experience May 2007 - February 2008
Job Managing Director/Data Analytics & Research at Markit
Industry Investment Management
Experience
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

Eli Pars, CFA Eli Pars, CFA Greater Chicago Area Details
Eli Pars, CFA's Calamos Investments Experience May 2013 - Present
Job CoCIO, Senior CoPM, at Calamos Investments
Industry Investment Management
Experience
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

Lisa Jurack Lisa Jurack Greater Chicago Area Details
Lisa Jurack's Calamos Investments Experience May 2008 - May 2012
Job Senior Recruiting Consultant at UGN, Inc.
Industry Staffing and Recruiting
Experience
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

Ray Cross, CFA Ray Cross, CFA Denver, Colorado Details
Ray Cross, CFA's Calamos Investments Experience 2005 - 2010
Job Global Equity Analyst at Colorado PERA
Industry Investment Management
Experience
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

Carole Anne Hussey Carole Anne Hussey Greater Chicago Area Details
Carole Anne Hussey's Calamos Investments Experience 2004 - 2005
Job Attorney at Corestaff Staffing Service
Industry Law Practice
Experience
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.)

Kim Blackburn Kim Blackburn Greater Chicago Area Details
Kim Blackburn's Calamos Investments Experience May 2015 - Present
Job Client Services Manager at Calamos Investments
Industry Investment Management
Experience
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

Brad Duffy Brad Duffy Dallas/Fort Worth Area Details
Brad Duffy's Calamos Investments Experience February 2010 - February 2014
Job Senior Vice President of Sales at LaSalle Investment Management
Industry Investment Management
Experience
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

Charles Carmody, CFA Charles Carmody, CFA Greater Chicago Area Details
Charles Carmody, CFA's Calamos Investments Experience 2004 - Present
Job Senior Fixed Income Trader Calamos Investments
Industry Financial Services
Experience
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

Rho Blank Rho Blank Greater Chicago Area Details
Rho Blank's Calamos Investments Experience November 1997 - February 2004
Job Chief Accounting Officer Alternatives at Mesirow Financial
Industry Investment Management
Experience
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

Joe Svoboda Joe Svoboda Greater Chicago Area Details
Joe Svoboda's Calamos Investments Experience February 2011 - March 2012
Job AVP, Sr. Business Analyst at Nuveen Investments
Industry Financial Services
Experience
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

Craig Mauri Craig Mauri Greater Chicago Area Details
Craig Mauri's Calamos Investments Experience January 2013 - Present
Job SVP CoHead of Global Institutional Distribution at Calamos Investments
Industry Financial Services
Experience
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

Omar Padilla Omar Padilla Greater Chicago Area Details
Omar Padilla's Calamos Investments Experience September 2008 - November 2008
Job Senior Product Developer at Integrify
Industry Information Technology and Services
Experience
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

Drew Zarges Drew Zarges Atlanta, Georgia Details
Drew Zarges's Calamos Investments Experience 2008 - 2009
Job Providing Sales and Marketing Advice to the Small Business Leader
Industry Management Consulting
Experience
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

R. Scott Henderson, CFA, CIMA® R. Scott Henderson, CFA, CIMA® Greater Chicago Area Details
R. Scott Henderson, CFA, CIMA®'s Calamos Investments Experience October 2008 - Present
Job VP Portfolio Specialist at Calamos Investments
Industry Financial Services
Experience
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

Steve Nodine Steve Nodine Greater Chicago Area Details
Steve Nodine's Calamos Investments Experience February 2004 - Present
Job Senior Systems Support Specialist at Calamos Investments
Industry Financial Services
Experience
Calamos Investments   February 2004 - Present

Skills
Disaster Recovery, Active Directory, VMware, SharePoint, Agile Methodologies, Software Development

Education
University of Phoenix   2005 — 2007

Peggy Cameron Peggy Cameron Greater Chicago Area Details
Peggy Cameron's Calamos Investments Experience May 2005 - April 2011
Job n/a
Industry Individual & Family Services
Experience
Calamos Investments   May 2005 - April 2011

Education
The University of Kansas   2000 — 2005

Andy Humble Andy Humble Greater Chicago Area Details
Andy Humble's Calamos Investments Experience May 1994 - February 2004
Job Vice President at Cohen and Steers Capital Management, Inc
Industry Financial Services
Experience
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

Christopher Kurimay Christopher Kurimay Greater Chicago Area Details
Christopher Kurimay's Calamos Investments Experience October 2005 - September 2007
Job Wealth Management Advisor at US BankThe Private Client Reserve
Industry Financial Services
Experience
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

Dan Sleezer Dan Sleezer Greater Chicago Area Details
Dan Sleezer's Calamos Investments Experience May 2005 - August 2005
Job Financial Services Specialist at University of Illinois at Chicago
Industry Financial Services
Experience
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

Andy Gradl Andy Gradl Greater Denver Area Details
Andy Gradl's Calamos Investments Experience June 2011 - April 2013
Job Software Engineer at Rally Software
Industry Information Technology and Services
Experience
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

Cathi Los-Feeley Cathi Los-Feeley Grand Forks, North Dakota Details
Cathi Los-Feeley's Calamos Investments Experience 2005 - 2006
Job Relationship Manager at Alerus Financial
Industry Financial Services
Experience
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

Thomas Mich Thomas Mich Greater Chicago Area Details
Thomas Mich's Calamos Investments Experience September 2005 - November 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
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

Robert F. Behan, CFA Robert F. Behan, CFA Greater Chicago Area Details
Robert F. Behan, CFA's Calamos Investments Experience September 2015 - Present
Job President and Head of Global Distribution at Calamos Investments
Industry Financial Services
Experience
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

Bonnie Belskis Bonnie Belskis Greater Chicago Area Details
Bonnie Belskis's Calamos Investments Experience October 2002 - June 2006
Job Business Development at First Trust Advisors
Industry Financial Services
Experience
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

Brad Jackson Brad Jackson Greater Chicago Area Details
Brad Jackson's Calamos Investments Experience February 2015 - Present
Job Analyst
Industry Investment Management
Experience
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

Tom Ogan Tom Ogan Greater Chicago Area Details
Tom Ogan's Calamos Investments Experience 2008 - 2009
Job Sales at EPiServer AB
Industry Computer Software
Experience
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

Matthew Wendell Matthew Wendell Greater Chicago Area Details
Matthew Wendell's Calamos Investments Experience May 2015 - Present
Job VP, Investment Consultant Chicago
Industry Financial Services
Experience
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

April Walls April Walls Greater Chicago Area Details
April Walls's Calamos Investments Experience 2000 - 2008
Job mom
Industry Recreational Facilities and Services
Experience
Calamos Investments   2000 - 2008
Raymond James  1998 - 2000

Education
University of South Florida   1997 — 2000

Chris Proctor, CFA Chris Proctor, CFA Greater Denver Area Details
Chris Proctor, CFA's Calamos Investments Experience 2007 - 2008
Job SVP, Head of Cash Strategies
Industry Investment Management
Experience
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

James Lummanick James Lummanick Greater Denver Area Details
James Lummanick's Calamos Investments Experience June 2004 - August 2005
Job Principal at Elk Falls Consulting
Industry Financial Services
Experience
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

Cheryl Hampton Cheryl Hampton Greater Denver Area Details
Cheryl Hampton's Calamos Investments Experience March 2007 - September 2009
Job VP Investment Tax at OppenheimerFunds
Industry Investment Management
Experience
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)

Stephanie Dudasik Stephanie Dudasik Dallas, Texas Details
Stephanie Dudasik's Calamos Investments Experience May 2007 - August 2007
Job Strategic Planning Supervisor for Cabin Services
Industry Airlines/Aviation
Experience
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

Tim Tyson, CFA Tim Tyson, CFA Greater Seattle Area Details
Tim Tyson, CFA's Calamos Investments Experience February 2013 - July 2014
Job Financial Analyst at PACCAR
Industry Financial Services
Experience
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

Jay Stewart, CFA Jay Stewart, CFA Greater Chicago Area Details
Jay Stewart, CFA's Calamos Investments Experience 2012 - Present
Job Calamos Investments
Industry Financial Services
Experience
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

Matthew Belniak Matthew Belniak Chicago, Illinois Details
Matthew Belniak's Calamos Investments Experience January 2013 - February 2015
Job Internal Consultant at BMO Global Asset Management
Industry Financial Services
Experience
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

Michael Ciotola, CPA Michael Ciotola, CPA Cincinnati Area Details
Michael Ciotola, CPA's Calamos Investments Experience April 2004 - March 2008
Job Director of Middle Office Services Ultimus
Industry Financial Services
Experience
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

Matthew McColgan Matthew McColgan Greater Chicago Area Details
Matthew McColgan's Calamos Investments Experience May 2012 - Present
Job Operations Adminstrator at Calamos Investments
Industry
Experience
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

Larry Poleski, CFA Larry Poleski, CFA Greater Chicago Area Details
Larry Poleski, CFA's Calamos Investments Experience October 2012 - Present
Job Research at Calamos Investments
Industry Financial Services
Experience
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

Evan Wald, CIMA Evan Wald, CIMA Garden City, New York Details
Evan Wald, CIMA's Calamos Investments Experience July 2011 - Present
Job Vice President, external wholesaler for Calamos Investments
Industry Financial Services
Experience
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

Rachel Stoddard, CPA, CIA Rachel Stoddard, CPA, CIA Greater Chicago Area Details
Rachel Stoddard, CPA, CIA's Calamos Investments Experience May 2008 - August 2008
Job Senior Associate, Internal Audit at Discover
Industry Financial Services
Experience
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

Brendan Maher Brendan Maher Greater New York City Area Details
Brendan Maher's Calamos Investments Experience September 2012 - July 2015
Job Former Portfolio Manager
Industry Investment Management
Experience
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

Dade Dang Dade Dang Greater Chicago Area Details
Dade Dang's Calamos Investments Experience September 2011 - July 2012
Job Investment Banking Associate at William Blair
Industry Investment Banking
Experience
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

Larry Banks Larry Banks Chicago, Illinois Details
Larry Banks's Calamos Investments Experience 2011 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
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

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