Capital Forensics
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Capital Forensics Employees
Employee
Years
Job
Industry
Petar Tomicic, CTP Petar Tomicic, CTP's Capital Forensics Experience June 2009 - January 2010
Job Treasury Analyst II at Hollister
Industry Medical Devices
Experience
Hollister March 2012 - Present
Hollister April 2010 - March 2012
Capital Forensics June 2009 - January 2010
Aerotek Engineering July 2008 - June 2009
Prairie Capital Advisors May 2007 - May 2008
Skills
Microsoft Excel, Research, Bloomberg, Customer Service, Asset Allocation, Morningstar, PowerPoint, Financial Analysis, Financial Modeling, Analysis
Education
Augustana College 2004 — 2008
Bachelor of Science, Finance & Management
Hollister March 2012 - Present
Hollister April 2010 - March 2012
Capital Forensics June 2009 - January 2010
Aerotek Engineering July 2008 - June 2009
Prairie Capital Advisors May 2007 - May 2008
Skills
Microsoft Excel, Research, Bloomberg, Customer Service, Asset Allocation, Morningstar, PowerPoint, Financial Analysis, Financial Modeling, Analysis
Education
Augustana College 2004 — 2008
Bachelor of Science, Finance & Management
Robert Orzechowski Robert Orzechowski's Capital Forensics Experience December 2011 - August 2014
Job Project Analyst at Ascension Health
Industry Hospital & Health Care
Experience
Ascension Health August 2014 - Present
Capital Forensics December 2011 - August 2014
UBS January 2010 - November 2011
National Securities Corp July 2009 - September 2009
Skills
Portfolio Management, Investments, Equities, Bloomberg, Finance, Fixed Income, Wealth Management, Mutual Funds, Analysis, New Business Development, Financial Analysis, Financial Modeling, Risk Management
Education
DePaul University 2007 — 2011
Major in Finance; Minor in Accounting
Ascension Health August 2014 - Present
Capital Forensics December 2011 - August 2014
UBS January 2010 - November 2011
National Securities Corp July 2009 - September 2009
Skills
Portfolio Management, Investments, Equities, Bloomberg, Finance, Fixed Income, Wealth Management, Mutual Funds, Analysis, New Business Development, Financial Analysis, Financial Modeling, Risk Management
Education
DePaul University 2007 — 2011
Major in Finance; Minor in Accounting
Michael Kakenmaster Michael Kakenmaster's Capital Forensics Experience 2009 - 2010
Job Senior Investment Analyst at TCS Group
Industry Financial Services
Experience
TCS Group May 2015 - Present
Mesirow Financial August 2010 - May 2015
Capital Forensics 2009 - 2010
Education
Indiana University - Kelley School of Business 2005 — 2009
TCS Group May 2015 - Present
Mesirow Financial August 2010 - May 2015
Capital Forensics 2009 - 2010
Education
Indiana University - Kelley School of Business 2005 — 2009
Thomas Merkel's Capital Forensics Experience September 2007 - May 2013
Job Senior Business Consultant Corporate Development Program Liberty Mutual
Industry Financial Services
Experience
Liberty Mutual Insurance 2014 - 2014
Capital Forensics September 2007 - May 2013
Capital Forensics September 2005 - September 2007
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Teamwork, Research, Financial Modeling, Customer Service, Bloomberg Terminal, Securities Litigation, Portfolio Management, Model Portfolios, Arbitration, Expert Witness, Securities, Investments, Securities Regulation, Mediation, Data Analysis
Education
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master of Business Administration (M.B.A.), Investments, Corporate Finance, Analytics
Indiana University Bloomington 2001 — 2005
Bachelor of Science (B.S.), Finance, International Studies
CFA
Liberty Mutual Insurance 2014 - 2014
Capital Forensics September 2007 - May 2013
Capital Forensics September 2005 - September 2007
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Teamwork, Research, Financial Modeling, Customer Service, Bloomberg Terminal, Securities Litigation, Portfolio Management, Model Portfolios, Arbitration, Expert Witness, Securities, Investments, Securities Regulation, Mediation, Data Analysis
Education
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master of Business Administration (M.B.A.), Investments, Corporate Finance, Analytics
Indiana University Bloomington 2001 — 2005
Bachelor of Science (B.S.), Finance, International Studies
CFA
Brandon Natale Brandon Natale's Capital Forensics Experience November 2002 - February 2004
Job Vice President Purchasing at J.P. Hart Lumber Company
Industry Building Materials
Experience
J.P. Hart Lumber Company August 2015 - Present
ProBuild Holdings December 2009 - July 2015
Bloch Lumber Company February 2004 - January 2010
Capital Forensics November 2002 - February 2004
Skills
Building Materials, Millwork, Pricing, Doors, Purchasing, Timber, Outside Sales, Inventory Management, Wood, Account Management, Contract Negotiation, Sales Management, Inventory Control, New Business Development, Sales, Customer Service, Budgets, Negotiation, Operations Management, Team Building, Procurement, Forecasting, P&L, Supply Chain, Supply Chain Management, Management, Analysis, Logistics, P&L Management, Strategic Sourcing
Education
The University of Texas at Austin 1998 — 2002
Bachelor of Arts (B.A.), Economics
J.P. Hart Lumber Company August 2015 - Present
ProBuild Holdings December 2009 - July 2015
Bloch Lumber Company February 2004 - January 2010
Capital Forensics November 2002 - February 2004
Skills
Building Materials, Millwork, Pricing, Doors, Purchasing, Timber, Outside Sales, Inventory Management, Wood, Account Management, Contract Negotiation, Sales Management, Inventory Control, New Business Development, Sales, Customer Service, Budgets, Negotiation, Operations Management, Team Building, Procurement, Forecasting, P&L, Supply Chain, Supply Chain Management, Management, Analysis, Logistics, P&L Management, Strategic Sourcing
Education
The University of Texas at Austin 1998 — 2002
Bachelor of Arts (B.A.), Economics
Adrian Szumilo Adrian Szumilo's Capital Forensics Experience January 2015 - Present
Job Student at Kansas State University
Industry Banking
Experience
Capital Forensics January 2015 - Present
Frontier Farm Credit October 2013 - May 2014
H&R Block September 2013 - April 2014
J.P. Morgan May 2013 - August 2013
GKN Driveline June 2012 - July 2012
Chicago Accounting and Tax Services December 2011 - January 2012
Skills
Microsoft Office, CAD, Product Design, QuickBooks, Architectural Drawings, Accounting, Microsoft Excel, Tax, Time Management, Auditing, Internal Controls, Insurance, Microsoft Word, Financial Analysis, PowerPoint, Management
Education
Kansas State University 2009 — 2014
B.S., Finance and Accounting
University of Economics in Prague, Faculty of Finance and Accounting 2012 — 2012
Finance
Capital Forensics January 2015 - Present
Frontier Farm Credit October 2013 - May 2014
H&R Block September 2013 - April 2014
J.P. Morgan May 2013 - August 2013
GKN Driveline June 2012 - July 2012
Chicago Accounting and Tax Services December 2011 - January 2012
Skills
Microsoft Office, CAD, Product Design, QuickBooks, Architectural Drawings, Accounting, Microsoft Excel, Tax, Time Management, Auditing, Internal Controls, Insurance, Microsoft Word, Financial Analysis, PowerPoint, Management
Education
Kansas State University 2009 — 2014
B.S., Finance and Accounting
University of Economics in Prague, Faculty of Finance and Accounting 2012 — 2012
Finance
Sapna Jain Sapna Jain's Capital Forensics Experience May 2010 - December 2010
Job Senior Associate/ Client Processing Manager
Industry Investment Banking
Experience
JPMorgan Chase & Co. June 2015 - Present
Deutsche Asset Management March 2012 - June 2015
Deutsche Asset Management January 2011 - December 2011
Capital Forensics May 2010 - December 2010
Liberty Tax Service February 2010 - April 2010
Liberty Tax Service January 2009 - April 2009
Skills
Portfolio Management, Securities, FX Cash Settlements, Bloomberg, Transaction Lifecycle..., Continuous Linked..., Investments, Asset Allocation, Axys, Fixed Income, Cash Management, Global Client Service..., Equities, Bonds, Charles River IMS, Money Market Accounts, Global Directive..., Market Intelligence, Hedge Funds, Same Day Cash Management, Charles River, PIMS Reporting, Inventory/Maturity..., FX and Equities, Cash Position, DTC, Pega PRPC, IDDA, Titan, Cosmic, Middle Office
Education
University of Illlinois at Chicago 2008 — 2010
Bachelor of Science, Accounting
Harper College 2005 — 2007
A.A and A.S, Business and Management
JPMorgan Chase & Co. June 2015 - Present
Deutsche Asset Management March 2012 - June 2015
Deutsche Asset Management January 2011 - December 2011
Capital Forensics May 2010 - December 2010
Liberty Tax Service February 2010 - April 2010
Liberty Tax Service January 2009 - April 2009
Skills
Portfolio Management, Securities, FX Cash Settlements, Bloomberg, Transaction Lifecycle..., Continuous Linked..., Investments, Asset Allocation, Axys, Fixed Income, Cash Management, Global Client Service..., Equities, Bonds, Charles River IMS, Money Market Accounts, Global Directive..., Market Intelligence, Hedge Funds, Same Day Cash Management, Charles River, PIMS Reporting, Inventory/Maturity..., FX and Equities, Cash Position, DTC, Pega PRPC, IDDA, Titan, Cosmic, Middle Office
Education
University of Illlinois at Chicago 2008 — 2010
Bachelor of Science, Accounting
Harper College 2005 — 2007
A.A and A.S, Business and Management
Jack McKenna's Capital Forensics Experience February 2012 - July 2012
Job Investment Performance Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation September 2015 - Present
Newedge August 2012 - Present
Capital Forensics February 2012 - July 2012
Archer Funds August 2011 - December 2011
Indianapolis Power & Light May 2010 - August 2010
Skills
Financial Analysis, Derivatives, Research, Excel, Futures Trading
Education
Butler University - College of Business Administration 2007 — 2011
Bachelor of Science, Finance
Northern Trust Corporation September 2015 - Present
Newedge August 2012 - Present
Capital Forensics February 2012 - July 2012
Archer Funds August 2011 - December 2011
Indianapolis Power & Light May 2010 - August 2010
Skills
Financial Analysis, Derivatives, Research, Excel, Futures Trading
Education
Butler University - College of Business Administration 2007 — 2011
Bachelor of Science, Finance
Bob Valker's Capital Forensics Experience January 2009 - Present
Job Litigation Analyst at Capital Forensics
Industry Financial Services
Experience
Capital Forensics January 2009 - Present
Capital Forensics August 2007 - December 2008
UBS Wealth Management September 2006 - December 2006
UST June 2003 - September 2006
Skills
Risk Analysis, Statistics, Expert Witness Services, Bloomberg, Analysis, Microsoft Excel, PowerPoint, Economics, Litigation, Portfolio Management, Securities, Securities Regulation, Securities Litigation, FINRA, Finance, Civil Litigation, Arbitration, Mediation
Education
North Central College 2003 — 2007
Bachelors, Finance & Economics
Capital Forensics January 2009 - Present
Capital Forensics August 2007 - December 2008
UBS Wealth Management September 2006 - December 2006
UST June 2003 - September 2006
Skills
Risk Analysis, Statistics, Expert Witness Services, Bloomberg, Analysis, Microsoft Excel, PowerPoint, Economics, Litigation, Portfolio Management, Securities, Securities Regulation, Securities Litigation, FINRA, Finance, Civil Litigation, Arbitration, Mediation
Education
North Central College 2003 — 2007
Bachelors, Finance & Economics
Nick Simoncelli Nick Simoncelli's Capital Forensics Experience November 2012 - May 2015
Job Analyst at Capital Forensics
Industry Financial Services
Experience
Performance Trust Capital Partners May 2015 - Present
Capital Forensics November 2012 - May 2015
LAZ Parking August 2012 - October 2012
St. Ambrose Universtiy September 2008 - May 2012
Chicago's First Lady Cruises May 2010 - August 2011
Skills
Management, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English
Education
St. Ambrose University 2008 — 2012
Bachelor's degree, Finance, Business Management
Performance Trust Capital Partners May 2015 - Present
Capital Forensics November 2012 - May 2015
LAZ Parking August 2012 - October 2012
St. Ambrose Universtiy September 2008 - May 2012
Chicago's First Lady Cruises May 2010 - August 2011
Skills
Management, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English
Education
St. Ambrose University 2008 — 2012
Bachelor's degree, Finance, Business Management
Jordan Lubbers Jordan Lubbers's Capital Forensics Experience August 2011 - November 2011
Job Treasury Analyst at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services February 2015 - Present
Discover Financial Services March 2013 - February 2015
Steel Market Intelligence February 2012 - March 2013
Capital Forensics August 2011 - November 2011
Skills
Microsoft Office, Morningstar, Bloomberg Terminal, Data Analysis, Visual Basic, Microsoft Excel, Trend Analysis, Java, JDE Enterprise One, SAS, Business Analysis, Report Writing, Financial Modeling, Valuation, Economics, Analysis, Econometrics, Task Management, Highly Reliable, Intelligence, Highly Ambitious, Highly resourceful, Highly detail oriented
Education
Northern Illinois University 2007 — 2011
Bachelor of Science (B.S.), Economics, 3.9/4.0
Discover Financial Services February 2015 - Present
Discover Financial Services March 2013 - February 2015
Steel Market Intelligence February 2012 - March 2013
Capital Forensics August 2011 - November 2011
Skills
Microsoft Office, Morningstar, Bloomberg Terminal, Data Analysis, Visual Basic, Microsoft Excel, Trend Analysis, Java, JDE Enterprise One, SAS, Business Analysis, Report Writing, Financial Modeling, Valuation, Economics, Analysis, Econometrics, Task Management, Highly Reliable, Intelligence, Highly Ambitious, Highly resourceful, Highly detail oriented
Education
Northern Illinois University 2007 — 2011
Bachelor of Science (B.S.), Economics, 3.9/4.0
Alex Dolgin's Capital Forensics Experience January 2006 - December 2006
Job Benefit Analyst at Aon Hewitt
Industry Outsourcing/Offshoring
Experience
Aon Hewitt October 2007 - Present
CF Industries Inc March 2007 - June 2007
Capital Forensics January 2006 - December 2006
Education
Loyola University Chicago 2003 — 2006
BA Finance & International Business, International Business
Loyola University Chicago
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Aon Hewitt October 2007 - Present
CF Industries Inc March 2007 - June 2007
Capital Forensics January 2006 - December 2006
Education
Loyola University Chicago 2003 — 2006
BA Finance & International Business, International Business
Loyola University Chicago
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Tamia Simonsen Tamia Simonsen's Capital Forensics Experience March 2007 - November 2008
Job Quality & Compliance Auditor
Industry Financial Services
Experience
D&A Services (Formerly Dynia & Associates, LLC) April 2014 - Present
Equable Ascent Financial, LLC November 2008 - December 2013
Capital Forensics March 2007 - November 2008
Van-Ru Credit Corp July 1998 - April 2004
Skills
Customer Service, Call Centers, Credit, Customer Satisfaction, Accounts Receivable, Credit Cards, Outlook, Coaching, Employee Relations, Microsoft Excel, Data Entry, Training, Microsoft Office, Microsoft Word, PowerPoint, Account Management, Team Building, Team Leadership, Administrative..., Accounts Receivables, Mentoring New Hires, Student Loans, Leadership, QuickBooks, Compliance, FDCPA, Bankruptcy, Credit Counseling, Management, Hiring, Access
Education
Des Moines Area Community College
D&A Services (Formerly Dynia & Associates, LLC) April 2014 - Present
Equable Ascent Financial, LLC November 2008 - December 2013
Capital Forensics March 2007 - November 2008
Van-Ru Credit Corp July 1998 - April 2004
Skills
Customer Service, Call Centers, Credit, Customer Satisfaction, Accounts Receivable, Credit Cards, Outlook, Coaching, Employee Relations, Microsoft Excel, Data Entry, Training, Microsoft Office, Microsoft Word, PowerPoint, Account Management, Team Building, Team Leadership, Administrative..., Accounts Receivables, Mentoring New Hires, Student Loans, Leadership, QuickBooks, Compliance, FDCPA, Bankruptcy, Credit Counseling, Management, Hiring, Access
Education
Des Moines Area Community College
Jason Wilcynski Jason Wilcynski's Capital Forensics Experience December 2010 - December 2011
Job Senior Associate at Duff & Phelps
Industry Management Consulting
Experience
Duff & Phelps March 2015 - Present
Duff & Phelps August 2014 - March 2015
HBR Consulting LLC December 2011 - August 2014
Capital Forensics December 2010 - December 2011
Skills
Banking Law, Research, Analysis, Economics, Compliance, Data Analysis, Management, Leadership, Finance, Risk Management, Financial Analysis, Due Diligence, Project Management, Competitive Analysis, Corporate Finance, Management Consulting, Financial Modeling, Strategy, Mergers & Acquisitions
Education
The University of Glasgow 2009 — 2010
MSc, Economics Banking and Finance
University of Wisconsin - Platteville 2004 — 2008
BSc, Economics
Duff & Phelps March 2015 - Present
Duff & Phelps August 2014 - March 2015
HBR Consulting LLC December 2011 - August 2014
Capital Forensics December 2010 - December 2011
Skills
Banking Law, Research, Analysis, Economics, Compliance, Data Analysis, Management, Leadership, Finance, Risk Management, Financial Analysis, Due Diligence, Project Management, Competitive Analysis, Corporate Finance, Management Consulting, Financial Modeling, Strategy, Mergers & Acquisitions
Education
The University of Glasgow 2009 — 2010
MSc, Economics Banking and Finance
University of Wisconsin - Platteville 2004 — 2008
BSc, Economics
Christian Cruse's Capital Forensics Experience November 2011 - Present
Job Analyst at Capital Forensics
Industry Financial Services
Experience
Capital Forensics November 2011 - Present
Information Systems Group (ISG) May 2011 - November 2011
Milwaukee Bucks Inc. November 2008 - April 2009
Chicago Rubber & Seal, Inc. October 2004 - November 2006
Education
Marquette University 2007 — 2011
Bachelor of Science in Business Administration, Business Economics, Marketing
Elk Grove High School 2003 — 2007
Capital Forensics November 2011 - Present
Information Systems Group (ISG) May 2011 - November 2011
Milwaukee Bucks Inc. November 2008 - April 2009
Chicago Rubber & Seal, Inc. October 2004 - November 2006
Education
Marquette University 2007 — 2011
Bachelor of Science in Business Administration, Business Economics, Marketing
Elk Grove High School 2003 — 2007
Michael Marciniec, PMP's Capital Forensics Experience May 1999 - April 2000
Job Senior Project Manager at Truckstop.com
Industry Financial Services
Experience
Truckstop.com July 2015 - Present
Northern Trust Corporation November 2014 - July 2015
The EXPERTS Bench June 2013 - October 2014
BMO Harris Bank June 2013 - October 2014
Northern Trust June 2010 - June 2013
Northern Trust June 2008 - May 2010
Morgan Stanley December 2003 - January 2008
Morgan Stanley April 2000 - December 2003
Capital Forensics May 1999 - April 2000
Merrill Lynch June 1998 - May 1999
Skills
Teamwork, Problem Solving, Stock, Team Leadership, Equities, Trading, Stocks, Fixed Income, Time Management, Customer Service, Cross-functional Team..., Creative Problem Solving, Results Oriented, Critical Thinking, Process Improvement, Fast Learner, Goal Oriented, Virtual Teams, Leadership, Strategy, Analysis, Business Analysis, Financial Services, Management, Portfolio Management, Finance, Banking, Risk Management, Project Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2008
MBA
Illinois Institute of Technology 2001 — 2002
University of Illinois at Urbana-Champaign 1994 — 1998
B.S.
Truckstop.com July 2015 - Present
Northern Trust Corporation November 2014 - July 2015
The EXPERTS Bench June 2013 - October 2014
BMO Harris Bank June 2013 - October 2014
Northern Trust June 2010 - June 2013
Northern Trust June 2008 - May 2010
Morgan Stanley December 2003 - January 2008
Morgan Stanley April 2000 - December 2003
Capital Forensics May 1999 - April 2000
Merrill Lynch June 1998 - May 1999
Skills
Teamwork, Problem Solving, Stock, Team Leadership, Equities, Trading, Stocks, Fixed Income, Time Management, Customer Service, Cross-functional Team..., Creative Problem Solving, Results Oriented, Critical Thinking, Process Improvement, Fast Learner, Goal Oriented, Virtual Teams, Leadership, Strategy, Analysis, Business Analysis, Financial Services, Management, Portfolio Management, Finance, Banking, Risk Management, Project Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2008
MBA
Illinois Institute of Technology 2001 — 2002
University of Illinois at Urbana-Champaign 1994 — 1998
B.S.
Robert Kick's Capital Forensics Experience May 2004 - March 2006
Job Sr. Financial Analyst at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters April 2011 - Present
Medline Industries April 2010 - April 2011
Medline Industries November 2008 - March 2010
Medline Industries May 2007 - October 2008
Medline Industries May 2006 - April 2007
Capital Forensics May 2004 - March 2006
Skills
Financial Modeling, Account Management, Securities Litigation, Contract Negotiation, Financial Reporting, Financial Analysis, Forecasting, Process Improvement, Accounting, Mergers, Equities, Business Analysis, Analysis, SAP, Risk Management, Pricing, Management, Finance, Cross-functional Team..., Microsoft Excel, Supply Chain Management, Operations Management, Project Management, Strategic Planning, Team Leadership, Team Building, Portfolio Management, Customer Service, Mergers & Acquisitions, Investments, Corporate Finance, Leadership, Supply Chain, Managerial Finance, Business Strategy, Business Process..., Continuous Improvement, PowerPoint, Access, Data Analysis, Business Development, New Business Development, Change Management, Medical Devices, Product Development, Strategy, Business Planning, Cash Flow, Budgets, Auditing
Education
Murray State University 2001 — 2002
MBA, Finance
Murray State University 1997 — 2001
BSB, Finance W/CIS
Thomson Reuters April 2011 - Present
Medline Industries April 2010 - April 2011
Medline Industries November 2008 - March 2010
Medline Industries May 2007 - October 2008
Medline Industries May 2006 - April 2007
Capital Forensics May 2004 - March 2006
Skills
Financial Modeling, Account Management, Securities Litigation, Contract Negotiation, Financial Reporting, Financial Analysis, Forecasting, Process Improvement, Accounting, Mergers, Equities, Business Analysis, Analysis, SAP, Risk Management, Pricing, Management, Finance, Cross-functional Team..., Microsoft Excel, Supply Chain Management, Operations Management, Project Management, Strategic Planning, Team Leadership, Team Building, Portfolio Management, Customer Service, Mergers & Acquisitions, Investments, Corporate Finance, Leadership, Supply Chain, Managerial Finance, Business Strategy, Business Process..., Continuous Improvement, PowerPoint, Access, Data Analysis, Business Development, New Business Development, Change Management, Medical Devices, Product Development, Strategy, Business Planning, Cash Flow, Budgets, Auditing
Education
Murray State University 2001 — 2002
MBA, Finance
Murray State University 1997 — 2001
BSB, Finance W/CIS
Chris Alberici's Capital Forensics Experience 2001 - 2005
Job Manager at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial December 2005 - Present
Capital Forensics 2001 - 2005
Skills
Investment Performance, Equities, Securities, Investment Management, Alternative Investments, Fixed Income, Mutual Funds, Corporate Actions, Bonds, Series 7, Bloomberg, Asset Allocation, Hedge Funds
Education
Illinois State University 1996 — 2000
Mesirow Financial December 2005 - Present
Capital Forensics 2001 - 2005
Skills
Investment Performance, Equities, Securities, Investment Management, Alternative Investments, Fixed Income, Mutual Funds, Corporate Actions, Bonds, Series 7, Bloomberg, Asset Allocation, Hedge Funds
Education
Illinois State University 1996 — 2000
Scott Hirsch's Capital Forensics Experience 2008 - Present
Job Structured Finance Pprofessional
Industry Financial Services
Experience
Capital Forensics 2008 - Present
NewOak Capital November 2010 - June 2012
Citigroup 2005 - 2008
ACC Capital Holdings 2005 - 2007
Education
The University of Chicago 1994 — 1996
MBA, Finance, Accounting
University of Pennsylvania - The Wharton School 1987 — 1991
BSE, Finance
Capital Forensics 2008 - Present
NewOak Capital November 2010 - June 2012
Citigroup 2005 - 2008
ACC Capital Holdings 2005 - 2007
Education
The University of Chicago 1994 — 1996
MBA, Finance, Accounting
University of Pennsylvania - The Wharton School 1987 — 1991
BSE, Finance
Garry Rovner's Capital Forensics Experience March 2001 - October 2002
Job Head of FX Operations at RJ O'Brien
Industry Financial Services
Experience
RJ O'Brien & Associates LLC January 2015 - Present
R.J. O'Brien November 2011 - January 2015
MF Global June 2010 - November 2011
MF Global November 2005 - June 2010
Refco November 2002 - November 2005
Capital Forensics March 2001 - October 2002
Skills
Risk Analysis, Market Risk, Risk Management, Risk Modelling, Report Generation, Market Analysis, Options, Futures, Fixed Income Products, FX, Financial Markets, Commodity Risk..., Bloomberg, Liquidity Risk, VAR, Stress Testing, Visual Basic, Commodity, FX Options, Derivatives, Finance, Risk Modeling, Financial Risk, Fixed Income, Foreign Exchange
Education
The University of Chicago Booth School of Business 2004 — 2008
MBA, Economics, Analytic Finance
Lake Forest College 1998 — 2001
BA, Economics
RJ O'Brien & Associates LLC January 2015 - Present
R.J. O'Brien November 2011 - January 2015
MF Global June 2010 - November 2011
MF Global November 2005 - June 2010
Refco November 2002 - November 2005
Capital Forensics March 2001 - October 2002
Skills
Risk Analysis, Market Risk, Risk Management, Risk Modelling, Report Generation, Market Analysis, Options, Futures, Fixed Income Products, FX, Financial Markets, Commodity Risk..., Bloomberg, Liquidity Risk, VAR, Stress Testing, Visual Basic, Commodity, FX Options, Derivatives, Finance, Risk Modeling, Financial Risk, Fixed Income, Foreign Exchange
Education
The University of Chicago Booth School of Business 2004 — 2008
MBA, Economics, Analytic Finance
Lake Forest College 1998 — 2001
BA, Economics
Gregory Frohbieter's Capital Forensics Experience 2014 - Present
Job SEO Specialist | Writer | Editor
Industry Writing and Editing
Experience
Capital Forensics 2014 - Present
Townsquare Media 2012 - 2013
Pop 'stache 2011 - 2013
Target 2011 - 2012
Columbia College Chicago 2009 - 2011
Walmart 2008 - 2008
South Gibson Star-Times 2007 - 2007
Skills
Editing, SEO, Web Design, Writing, HTML, Blogging, Microsoft Office, Customer Service, Web Development, Adobe Creative Suite, Creative Writer, Online Marketing, Photography, Facebook, Online Research, Copy Editing, CMS, Problem Solving, Journalism, Local Search..., Organic Search, Search Analysis, CSS, SEO Audits, Small Business Online..., Communication, Creative Problem Solving, Social Media, Storytelling, Publishing, Creative Writing, WordPress, Web Content, Copywriting, Web Content Management, Proofreading, Content Management, Feature Articles, AP Style
Education
Columbia College Chicago 2008 — 2011
Bachelor of Arts, Fiction Writing, Minor in Web Development
Capital Forensics 2014 - Present
Townsquare Media 2012 - 2013
Pop 'stache 2011 - 2013
Target 2011 - 2012
Columbia College Chicago 2009 - 2011
Walmart 2008 - 2008
South Gibson Star-Times 2007 - 2007
Skills
Editing, SEO, Web Design, Writing, HTML, Blogging, Microsoft Office, Customer Service, Web Development, Adobe Creative Suite, Creative Writer, Online Marketing, Photography, Facebook, Online Research, Copy Editing, CMS, Problem Solving, Journalism, Local Search..., Organic Search, Search Analysis, CSS, SEO Audits, Small Business Online..., Communication, Creative Problem Solving, Social Media, Storytelling, Publishing, Creative Writing, WordPress, Web Content, Copywriting, Web Content Management, Proofreading, Content Management, Feature Articles, AP Style
Education
Columbia College Chicago 2008 — 2011
Bachelor of Arts, Fiction Writing, Minor in Web Development
Brad Daniels, CFA's Capital Forensics Experience May 2005 - October 2012
Job Manager of Performance Analytics at DiMeo Schneider & Associates
Industry Financial Services
Experience
DiMeo Schneider & Associates October 2012 - Present
Capital Forensics May 2005 - October 2012
Skills
Financial Analysis, Mutual Funds, Investments, PowerPoint, Asset Allocation, FINRA, Bloomberg, Securities Regulation, Securities, Analysis, Axys, Alternative Investments, Excel, Advent Axys, Advent Portfolio...
Education
Indiana University - Kelley School of Business 2001 — 2005
B.S. in Business, Finance, Operations Management
DiMeo Schneider & Associates October 2012 - Present
Capital Forensics May 2005 - October 2012
Skills
Financial Analysis, Mutual Funds, Investments, PowerPoint, Asset Allocation, FINRA, Bloomberg, Securities Regulation, Securities, Analysis, Axys, Alternative Investments, Excel, Advent Axys, Advent Portfolio...
Education
Indiana University - Kelley School of Business 2001 — 2005
B.S. in Business, Finance, Operations Management
Jeff Danes's Capital Forensics Experience November 2011 - Present
Job Data Analyst at Capital Forensics, Inc.
Industry Legal Services
Experience
Capital Forensics November 2011 - Present
Skills
Data Analysis, PowerPoint, Microsoft Excel, Client Presentation, Microsoft SQL Server, Project Management, Customer Service, Time Management, WebEx, Data Mining, Analysis, Public Speaking, Management
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science (B.S.), Economics
Capital Forensics November 2011 - Present
Skills
Data Analysis, PowerPoint, Microsoft Excel, Client Presentation, Microsoft SQL Server, Project Management, Customer Service, Time Management, WebEx, Data Mining, Analysis, Public Speaking, Management
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science (B.S.), Economics
Tyler Sanders's Capital Forensics Experience January 2011 - December 2013
Job
Industry Computer Software
Experience
Capital Forensics January 2011 - December 2013
Skills
SQL, Microsoft Excel, PowerPoint, Microsoft Office, Databases, Microsoft Word, Research, Analysis, Software Documentation, Data Analysis, Access
Education
Harper College
Computer Information Systems - Software Development
Capital Forensics January 2011 - December 2013
Skills
SQL, Microsoft Excel, PowerPoint, Microsoft Office, Databases, Microsoft Word, Research, Analysis, Software Documentation, Data Analysis, Access
Education
Harper College
Computer Information Systems - Software Development
Chad Eames's Capital Forensics Experience August 2000 - August 2001
Job Executive Advisor at Kentucky Cabinet for Economic Development, Office of Entrepreneurship
Industry Government Administration
Experience
Kentucky Cabinet for Economic Development May 2007 - Present
Kentucky State University April 2005 - April 2007
Capital Forensics August 2000 - August 2001
Skills
Financial Analysis, Account Reconciliation, Program Management, Data Analysis, Public Administration, Budgets, Microsoft Excel, Policy, Economics, Economic Development, Business Planning, Due Diligence, Start-ups, Nonprofits, Grants, Program Development, Government, Entrepreneurship, Venture Capital, Leadership, Strategic Planning, Strategy, Management, Business Strategy
Education
University of Kentucky 2003 — 2004
Master of Business Administration (M.B.A.), Finance and Management
Emory University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Kentucky Cabinet for Economic Development May 2007 - Present
Kentucky State University April 2005 - April 2007
Capital Forensics August 2000 - August 2001
Skills
Financial Analysis, Account Reconciliation, Program Management, Data Analysis, Public Administration, Budgets, Microsoft Excel, Policy, Economics, Economic Development, Business Planning, Due Diligence, Start-ups, Nonprofits, Grants, Program Development, Government, Entrepreneurship, Venture Capital, Leadership, Strategic Planning, Strategy, Management, Business Strategy
Education
University of Kentucky 2003 — 2004
Master of Business Administration (M.B.A.), Finance and Management
Emory University 1996 — 2000
Bachelor of Arts (B.A.), Economics