Cedar Capital
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Cedar Capital Employees
Grant Park - Dearborn Capital Management April 2015 - Present
Cedar Capital March 2014 - March 2015
J.P. Morgan February 2013 - December 2013
William Blair & Company August 2000 - June 2012
Synectics Inc. August 1999 - 2000
TMP Worldwide 1998 - 1999
Skills
Graphic Design, Photoshop, Illustrator, InDesign, Project Management, Microsoft Office, strong communicator, Negotiation, Creative Direction, Event Management, Marketing Strategy, Art Direction, Customer Experience, Customer Engagement, Flash, Brand Development, Layout, Advertising, Brochures, Google Adwords, Logo Design, Collateral, Interactive Marketing, Interactive Projects, Vendor Management, Adobe Acrobat, PowerPoint, Large Format, Corporate Branding, Creative Services, Pre-press, Typography, Social Media, Corporate Communications, Marketing Communications, Posters, Trade Shows, Photography, Creative Strategy, Direct Marketing, Email Marketing, Strategy, Illustration, Website Development, Integrated Marketing, Corporate Identity, Digital Marketing, Branding, Adobe Creative Suite, Marketing
Education
DePaul University 1996 — 1998
Bachelor of Science (BS), Marketing
DePaul University
Bachelor of Applied Science (B.A.Sc.), Marketing
Cedar Capital July 2014 - Present
Gorfaine Schwartz Agency 2013 - 2013
Anna Bratton Makeup Artistry 2011 - 2013
Bracewell & Giuliani LLP March 2008 - October 2011
Skills
Event Planning, Social Media, Editing, Event Management, Fundraising, Marketing, Human Resources, Recruiting, Makeovers, Makeup Artistry, Entertainment, Nonprofits, Ice Cream
Education
University of Michigan 2003 — 2007
Bachelor of Fine Arts (BFA), Dance
Cedar Capital April 2013 - Present
Zeller Realty Group February 2012 - October 2012
AmTrust Realty Corp August 2010 - January 2012
ORIX Real Estate Capital, Inc November 2004 - February 2009
Grove Masonry Maintenance, Inc October 2003 - November 2004
Skills
Coordination, Project Planning, Event Planning, Administrative..., Microsoft Office, Yardi Property..., Administrative..., Marketing, Sales, Spreadsheets, Property Management, Administrative..., Administration
Education
DePaul University 2008 — 2013
Bachelor of Arts (B.A.), Project Management
Moraine Valley Community College
Cedar Capital June 2013 - Present
RBC Wealth Management April 2011 - May 2013
National Life Group February 2010 - December 2010
Gemini Trading LLC June 2009 - November 2009
AXA Advisors May 2008 - May 2009
Merrill Lynch June 2007 - August 2007
Skills
Investments, Financial Services, Series 7, Equities, Options, Insurance, Finance, Retirement Planning, Series 63, Financial Analysis
Education
Marquette University 2004 — 2008
Finance, Business
New York Life & MainStay Investments August 2015 - Present
Cedar Capital February 2014 - March 2015
State Street Global Advisors March 2007 - February 2014
Pershing, LLC - Advisor Solutions 2005 - 2007
Fidelity Investments 1997 - 2005
Boston Capital 1994 - 1997
Skills
Series 7, Series 63, Mutual Funds, ETFs, Alternative Investments, Separately Managed..., Asset Allocation, Wealth Management, Asset Managment, Investment Advisory, Investments, Equities, Hedge Funds, Portfolio Management, Securities, Fixed Income, Investment Strategies, Financial Services, Investment Management, Asset Management, Equity Research, Pensions
Education
Ithaca College
Bachelor of Science (BS), Economics - Management
Tabor Academy - Marion, MA
Cedar Capital March 2013 - Present
Transamerica 2012 - 2013
ING Nederland 2009 - 2011
Columbia Management 1999 - 2008
Fidelity Investments 1993 - 1999
Skills
Alternative Investments, Asset Allocation, Finance, Financial Advisory, Investments, Management, Mutual Funds, Retirement Planning, Series 63, Series 7, Wealth Management
Education
University of New Haven 1997 — 1999
Master of Business Administration (MBA)
Roanoke College 1987 — 1991
Bachelor of Arts (B.A.)
Dimensional Fund Advisors June 2015 - Present
Cedar Capital April 2014 - May 2015
Towers Watson June 2012 - April 2014
Bank of America Merrill Lynch November 2010 - June 2012
Education
Indiana University - Kelley School of Business 2006 — 2010
Finance
Greenhill School 1990 — 2006
Cedar Capital August 2013 - Present
Good Harbor Financial, LLC 2013 - 2014
Hope College January 2011 - May 2013
Good Harbor Financial, LLC May 2012 - August 2012
North Restaurant January 2010 - August 2010
Skills
Research, Market Research, Sports Statistics, Microsoft Excel, Microsoft Word, Positive Personality, Leadership, Public Speaking, Data Analysis, PowerPoint, Investments, Finance, Customer Service, Management, Sales, Social Media, Event Planning, Microsoft Office, Marksmanship
Education
Hope College 2009 — 2013
Bachelor of Science (BS), Economics
Cedar Capital April 2012 - Present
Mesirow Financial December 2010 - March 2012
RR Donnelley August 2010 - December 2010
Yunistone Investment Group May 2009 - April 2010
Arenafootball2 League Office January 2009 - April 2009
Windy City Fieldhouse June 2008 - August 2008
Gameplan Creative, LLC May 2007 - March 2008
University of Dreams 2007 - 2007
Cincinnati Bengals May 2006 - September 2006
Skills
Mutual Funds, ETFs, Wealth Management, Marketing Communications, Economics, Account Management, Sports Marketing, Financial Reporting, Microsoft Office, Financial Management, Market Research, Morningstar, Quickbooks, Equity Research, IRA's, Coordinating Events, MBA Finance, MBA, Account Reconciliation, Advent Portfolio..., Finance, Marketing, Investments, Leadership, Customer Service
Education
Roosevelt University 2008 — 2010
Master of Business Administration, Finance & Marketing
Kent State University 2003 — 2007
Bachelor of Science, Sports Administration - Major, Business Administration - Minor
Cedar Capital February 2012 - Present
Conifer Research 2011 - 2012
Saddle and Cycle Club May 2005 - September 2011
Skills
Qualitative Research, Marketing Research, Research, Microsoft Office, Quantitative Research, Market Research, Data Analysis, Social Media, Public Speaking
Education
Indiana University Bloomington 2007 — 2011
BA, Psychology, Communication and Culture
University of Pittsburgh September 2010 - Present
Cedar Capital July 2014 - August 2014
Institute for Mathematics and its Applications June 2012 - June 2012
Skills
LaTeX, Matlab, Mathematica, C++, Python, R, SQL, VBA
Education
University of Pittsburgh 2010 — 2014
Doctor of Philosophy (PhD), Mathematics
University of Science and Technology of China 2006 — 2010
Bachelor of Science (BS), Mathematics
Cedar Capital November 2013 - Present
Northwestern Mutual April 2010 - November 2013
Wilmette Hockey Association September 2012 - February 2013
Skills
Wealth Management, Portfolio Management, Financial Advisory, Asset Allocation, IRAs, Financial Modeling, 401k, Securities, Access, Financial Reporting, Finance, Leadership, Financial Planners, Series 63, Accounting, College Savings Plans, Microsoft Excel, Microsoft Word, Roth IRA, Retirement Planning, Investment Strategies, Microsoft Office, Financial Planning
Education
Miami University 2007 — 2011
Bachelor of Science, Finance
New Trier High School 2003 — 2007
Cedar Capital July 2014 - Present
Liberty Mutual Insurance November 2013 - July 2014
SHIFT Communications November 2012 - November 2013
Skills
Press Releases, Advertising, Public Relations, Media Relations, Blogging, Management, PowerPoint, Microsoft Office, Microsoft Excel, Computer Hardware, Access, Customer Service, Microsoft Word, Social Media Measurement, Outlook, Security, Series 63, Series 6, Investments, Sales, Product Marketing
Education
Quinnipiac University 2010 — 2012
Bachelor of Arts (B.A.), Public Relations and Political Science
Andover High School
Cedar Capital July 2013 - Present
David A. Noyes & Co. December 2011 - July 2013
Chicago Cubs June 2008 - October 2011
Education
University of Illinois at Urbana-Champaign 2007 — 2011
B.S., Agricultural and Consumer Economics, Business Minor
Etherios June 2015 - Present
Cedar Capital April 2013 - May 2015
Capgemini Consulting February 2012 - March 2013
Northern Trust May 2010 - February 2012
Northern Trust October 2008 - May 2010
Chase March 2007 - April 2008
Northwestern Mutual June 2006 - March 2007
University of Illinois at Urbana-Champaign January 2004 - May 2006
Skills
Securities, Finance, Financial Services, Portfolio Management, Microsoft Office, Bloomberg Terminal, Microsoft Excel, Process Improvement, Accounting, Account Reconciliation, Fund Accounting, Analysis, Acquisition Integration, Visual Basic Programmer, Sunguard Enterprise, Access, VBA, Change Management, Time Management, Financial Markets, SQL, Alternative Investments, Visio, Back Office, Insurance, Sales, Visual C#, Fund Administration, Financial Accounting, Requirements Gathering, SharePoint, Quality Center, Visual Basic, Global Custody, Salesforce.com..., Salesforce.com..., Business Requirements, Requirements Management, .NET, Reporting & Analysis, Business Intelligence, Business Process..., Technology Integration, Cost Planning, Project Management, Data Warehouse..., Microsoft SQL Server, Backtesting, Business Workflows, Wireframes
Education
University of Illinois at Urbana-Champaign 2002 — 2006
BA, Economics/Statistics
The University of Chicago Booth School of Business
Cedar Capital July 2012 - March 2015
West Monroe Partners November 2011 - July 2012
Emerald Ventures, Inc. October 2010 - November 2011
Heidrick & Struggles January 2009 - April 2010
McKinsey & Company November 2003 - December 2007
Illinois State Medical Society July 1991 - March 2003
Skills
Administrative Support, Scheduling, Coordination, Expenses, Word, Research, Excel, Fundraising, Outlook, PowerPoint, Customer Relations, Event Planning, Event Management, Problem Solving, Microsoft Office, Office Management, Administration, Typing, Writing, Lotus Notes, Editing, Mentoring, Microsoft Word, Microsoft Excel, Administrative..., Public Speaking, Process Scheduler, Office Administration, Software Documentation, System Administration, Calendars, Leadership, Customer Service, Analysis, PeopleSoft, Employee Relations, Human Resources, Concur, Training, Executive Support, Recruiting, Data Entry, Interviews, Access, Social Networking, Payroll, Travel Planning, Onboarding, Organizational..., Taleo
Education
DePaul University 2015 — 2015
Professional in Human Resources Certification, Human Resources Management/Personnel Administration, General
DePaul University 2004 — 2010
Bachelor, Psychology, with focus in Leadership
Cedar Capital August 2014 - Present
Envestnet Asset Management July 2002 - August 2014
Nuveen Investments November 2001 - July 2002
Banc One Capital Markets November 1997 - October 2000
Skills
Series 7, ETFs, Mutual Funds, Series 63, Asset Allocation, Wealth Management, Asset Managment, Separately Managed..., Investment Advisory, Series 65, Asset Management, Alternative Investments, Investment Strategies, Investment Management, Bloomberg, Derivatives, Risk Management, Fixed Income, Portfolio Management, Investments, Securities
Education
Northwestern University
Bachelors, Majors: History and Finance
Amazon Web Services July 2015 - Present
Cedar Capital January 2014 - June 2015
Fieldwork Network October 2011 - January 2014
Fieldwork New York-Westchester September 2010 - September 2011
Clemson University August 2009 - June 2010
Skills
Marketing Research, Microsoft Excel, Microsoft Office, PowerPoint, Social Media Marketing, Marketing, Social Media, Recruiting, Data Entry, Payroll, Microsoft Word, Management, Editing, Market Research, Research, Budgets, Event Planning, Data Analysis, Social Networking
Education
Clemson University - College of Business and Behavioral Science 2007 — 2010
Bachelor of Science, Marketing, Management, 3.48
Good Harbor Financial, LLC March 2010 - Present
Cedar Capital March 2010 - Present
Allstate Investments April 2008 - December 2009
Bridgewater Associates April 2007 - January 2008
Information Resources, Inc. June 2006 - December 2006
Sapient March 2005 - March 2006
Nationwide Insurance February 2001 - December 2004
McLeod & Associates, Ltd March 2000 - September 2000
Skills
Financial Modeling, Portfolio Management, Competitive Analysis, Strategy, Investments, Management, Equities, Finance, Valuation, Business Analysis, Leadership, Mutual Funds, Risk Management, Asset Management
Education
The University of Chicago Booth School of Business 2004 — 2007
MBA, Analytic Finance, Strategic Management
The Ohio State University 1997 — 2000
B.S., Computer Science & Engineering
Cedar Capital February 2014 - Present
University of Washington June 2012 - July 2014
Northwest Defense Team, PLLC November 2008 - June 2013
American Indian Health and Family Services Center December 2010 - April 2012
American Indian Health and Family Services December 2010 - December 2011
University of Michigan September 2010 - December 2011
University of Michigan International Center September 2010 - December 2011
Starbucks, Inc January 2010 - November 2011
University of Michigan School of Public Health January 2009 - May 2009
University of Michigan January 2006 - December 2008
Skills
Project Management, Hold Series 7, Relationship Management, Retail Investment..., Series 6, Series 63, Mutual Funds, Research, Event Planning, Editing, Customer Service, Grant Writing, Fundraising, Written & Oral..., Proposal Writing, Spanish, SPSS, Time Management, Report Writing, Strategy, Population
Education
University of Michigan 2010 — 2011
MSW, Interpersonal Practice, Community and Social Systems, Management of Human Resources, 3.9
University of Michigan 2005 — 2009
BA, Anthropology and Spanish, 3.7
Grosse Pointe North High School 2001 — 2005
Cedar Capital July 2013 - February 2015
Mesirow Financial October 2009 - June 2013
UBS December 2005 - September 2009
SGP 1995 - 1999
SGP 1995 - 1999
Skills
Series 7, Investment Advisory, Securities, Insurance, Wealth Management, Mutual Funds, Investment Management, Retirement, Retirement Planning, Equities, Investments, Portfolio Management, Strategic Financial..., Series 63, Asset Managment, Alternative Investments, Valuation, Asset Allocation, Financial Modeling, Investment Strategies
Education
Illinois Wesleyan University 1987 — 1991
B.A., History
Illinois Wesleyan University 1987 — 1991
BA
Glenbard West HS 1983 — 1987
Cedar Capital April 2013 - Present
NAVCAP® NAV Capital Partners, LLC July 2010 - Present
Evergreen Investments June 2004 - January 2010
Banc of America Investments September 2000 - June 2004
Education
College of Charleston 1990 — 1994
Cedar Capital July 2013 - Present
Morningstar 2012 - July 2013
College Works Painting February 2011 - August 2011
College Works Painting February 2010 - August 2010
Northern Suburban Special Recreation Association June 2008 - August 2009
Chicago Blackhawks May 2008 - August 2008
Skills
CFA Certificate - CFA..., Series 6 License, Series 63, Series 65, Microsoft Excel, Microsoft Office, PowerPoint, Management, Public Speaking, Social Media, Investments, Microsoft Word, Customer Service, Financial Analysis
Education
University of Illinois 2008 — 2012
BS, Political Science
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor, Political Science; Economics
Cultivian Sandbox April 2015 - Present
Cedar Capital January 2014 - March 2015
Accretive Health September 2013 - December 2013
Sixpax May 2012 - August 2013
Frontier Management Group May 2011 - July 2011
Skills
Marketing, Newsletters, Blogging, Microsoft Excel, Customer Service, Sales, Administrative Work, Healthcare Consulting, Data Analysis, Data Entry, Bookmarking, Microsoft Outlook, Adobe, Social Media Marketing, WordPress, Constant Contact, Microsoft Word, Appointment Scheduling, Schedules, Studio Management, Expenses, Event Planning, Special Events..., Pilates
Education
Illinois State University 2008 — 2012
Bachelor of Science (B.S.), Park and Recreation Administration, Recreation Management Sequence
Dearborn Capital Management December 2010 - Present
Cedar Capital August 2014 - March 2015
Dearborn Capital Management, LLC January 2011 - August 2014
Zacks Investment Management February 2008 - February 2011
Zacks Investment Management March 2006 - February 2008
Zacks Investment Research January 2005 - March 2006
Zacks Investment Research August 2003 - January 2005
Zacks Investment Research 2003 - 2005
Skills
Series 7, Series 65,..., Series 7, Series 63, Investment Management, Mutual Funds, Business Strategy, Asset Allocation, Alternative Investments, Separately Managed..., Investments, Business Development, Series 65, Due Diligence, Asset Management, Investment Advisory, Equities, Investment Strategies, Hedge Funds, FINRA, Portfolio Management
Education
University of Michigan
BA
Notre Dame Prep 1995 — 1999
General Studies
Cedar Capital May 2013 - Present
Good Harbor Financial July 2012 - May 2013
St. Gabriel's College May 2011 - May 2012
Loyola University Maryland Student Life January 2008 - May 2011
Macy's November 2009 - January 2010
Skills
Lesson Planning, Curriculum Design, Microsoft Office, Teaching, Tutoring, Student Leadership, Research, PowerPoint, Public Speaking, Event Planning, Editing, Travel, Community Outreach
Education
Loyola College in Maryland 2007 — 2011
BA, Global Studies, Political Science, Classical Civilization
St. Ignatius College Prep 2003 — 2007
High School Diploma
Global Clearing Bank March 2015 - Present
Cedar Capital January 2014 - March 2015
Newedge June 2011 - January 2014
Powerscreen of Chicago April 2011 - May 2011
Dhaliwal Laboratories February 2010 - April 2011
Daniels Trading September 2009 - January 2010
Frain Industries September 2008 - September 2009
Skills
Series 3, Bloomberg, Trading Strategies, Commodity, Bonds, Series 63, Risk Management, Equity Derivatives, Hedging, FINRA, Fixed Income, Alternative Investments, Portfolio Management, Prime Brokerage, Options, Brokerage, Data Management, Derivatives, Data Reconciliation, GMI
Education
DePaul University
Bachelor of Arts (B.A.), History
Deloitte March 2014 - June 2014
Cedar Capital July 2013 - August 2013
Skills
C, C++, Python, CUDA, NLP, Algorithms
Education
University of Southern California 2015 — 2016
Computer Science, Master
Fudan University 2010 — 2014
Computer Science, Bachelor
Cedar Capital June 2015 - August 2015
Good Harbor Financial, LLC May 2014 - August 2014
Boston Paintball April 2013 - August 2013
Wellesley Free Library February 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Java, Computer Science, Salesforce.com, Microsoft Word, PowerPoint, Social Media, Customer Service, Event Planning, Data Analysis
Education
Hobart and William Smith Colleges 2012 — 2017
Bachelor's degree, Mathematics
Wellesley High School 2008 — 2012
High School, General Diploma
Shanghai Discovering Investment Co., Ltd. May 2015 - August 2015
Cedar Capital February 2015 - May 2015
Shanghai Advanced Institute of Finance at SJTU October 2014 - December 2014
ZS Associates October 2014 - November 2014
UBS Investment Bank June 2014 - September 2014
Skills
Matlab, Mathematical Modeling, Data Analysis, Machine Learning, Financial Modeling, Microsoft Office, C++, R, Quantitative Finance, Equity Derivatives, Quantitative Investing, Data Science, Statistics, Quantitative Analytics, Monte Carlo Simulation, Derivatives, VBA, Wind, Bloomberg
Education
Carnegie Mellon University - Tepper School of Business 2015 — 2016
Master of Science (M.S.), Computational Finance
Shanghai Jiao Tong University 2011 — 2015
Honors Bachelor of Science (Zhiyuan College), Mathematics and Applied Mathematics, Minor in Finance, 3.75/4.00
Columbia University in the City of New York 2014 — 2014
Undergraduate Visiting Student (Spring Semester), Statistics and Finance, 3.94/4.00
University of California, Berkeley 2013 — 2013
Summer Session, Mathematics and Statistics, 4.00/4.00
Chengdu Foreign Language School 2005 — 2011
Cedar Capital March 2015 - Present
Cedar Capital November 2013 - March 2015
Fidelity Investments January 2013 - November 2013
Skills
Microsoft Office, Customer Service, Series 7, Series 63, Series 66, Investments, Mutual Funds, ETFs, Asset Management, Asset Allocation, Alternative Investments, Fixed Income, Equities, Portfolio Management, Options
Education
University of California, San Diego 2010 — 2012
Bachelor’s Degree, Economics
Santa Barbara City College 2008 — 2010
Business Administration and Management, General
Hope College 2007 — 2008
Business Administration and Management, General
Cedar Capital September 2014 - Present
Bluefin Trading LLC May 2013 - September 2013
Madison Street Capital June 2012 - August 2012
Model Metrics June 2011 - June 2012
Dolby Labratories October 2011 - November 2011
Chicago Board of Trade January 2011 - January 2011
Planathon.com August 2010 - January 2011
Skills
Salesforce.com, Cloud Computing, Analysis, Start-ups, Entrepreneurship, Financial Modeling, VBA, Stata, Python, Microsoft Excel, JavaScript, R, Minitab, Bloomberg Terminal, Equity Trading, Analytics, Business Strategy, Leadership, Management, Sales, SaaS, Business Analysis, Access, Data Analysis, Financial Analysis, Economics
Education
University of California, Berkeley 2010 — 2013
Bachelor of Arts (BA), Economics
University of Westminster 2013 — 2013
Bachelor of Arts (BA), Business/Managerial Economics
New Trier Township High School 2006 — 2010
Cedar Capital November 2014 - April 2015
Astor Investment Management January 2014 - April 2015
Waveland Capital Group January 2010 - January 2014
Man Investments June 2003 - June 2009
Ibbotson Associates January 2000 - March 2003
Skills
Investments, Private Equity, Asset Management, Securities, Financial Services, Investment Banking, Financial Advisory, Finance, Funding, Alternative Investments, Mutual Funds, Series 7
Education
The University of Kansas 1992 — 1996
BGS, Communications/Business
Fremd High School 1988 — 1992
Cedar Capital August 2014 - Present
Heidrick & Struggles January 2010 - August 2014
First Industrial Realty Trust January 2007 - September 2009
Park National Bank June 2006 - January 2007
GE Commercial Finance July 2005 - September 2005
Skills
Financial Reporting, Accounting, PeopleSoft, Account Reconciliation, Finance, Variance Analysis, Financial Statements, Accounts Payable, Microsoft Excel, Budgets, Forecasting, Invoicing
Education
University of Illinois at Chicago 2002 — 2006
Bachelors, Accounting, Finance
Guggenheim Partners April 2015 - Present
Cedar Capital February 2014 - March 2015
Heidrick & Struggles August 2010 - February 2014
DWS Investments, Inc September 2003 - September 2009
Envestnet Asset Management June 2001 - September 2003
Duff & Phelps Investment Management Co. June 1998 - May 2001
Skills
Investments, Asset Management, Financial Reporting, Financial Analysis, Accounting, Financial Modeling, Mergers & Acquisitions, Asset Managment, Corporate Finance, Internal Controls, Finance, Management, Forecasting
Education
Indiana University - Kelley School of Business 1990 — 1994
BS, Accounting
Indiana University Bloomington
Bachelor of Science in Accountancy
Cedar Capital March 2014 - Present
Turning Pointe Dance Company August 2009 - Present
VKYDSGN.COM May 2009 - Present
Fantasy Diamond Corporation April 2013 - April 2014
Laugh Factory May 2012 - October 2012
Lily's Talent Agency November 2010 - August 2011
PNA Bank May 2007 - March 2011
Catholic Charities-Chicago June 2006 - May 2007
Conde Nast March 2006 - September 2006
National Geospatial-Intelligence Agency January 2005 - June 2005
Skills
Adobe Creative Suite, Microsoft Office, Facebook, Press Releases, Advertising, Marketing, Illustrator, Photoshop, Graphic Design, Web Design, Editing, New Media, Newsletters, Customer Service, Microsoft Excel, Research, Dance, Teaching, Microsoft Word, Social Media, Google Adwords, Google Analytics, SEO, Marketing Communications, Integrated Marketing, Social Media Marketing, InDesign
Education
DePaul University 2013 — 2013
Jacobs & Stone Multichannel Marketing Communications (MC2) Certificate Program, Continuing and Professional Education
International Academy of Design and Technology (Chicago) 2007 — 2009
Associates, Graphic Design
University of Illinois at Chicago 2002 — 2006
Bachelors, Marketing
William Blair & Company March 2015 - Present
Cedar Capital May 2014 - February 2015
William Blair & Company June 2007 - May 2014
Nuveen Investments January 2004 - June 2007
Nuveen Investments September 2000 - January 2004
CNA Insurance March 2000 - September 2000
CNA Insurance June 1999 - March 2000
CNA Insurance June 1998 - June 1999
CNA Insurance January 1998 - June 1998
CNA Insurance June 1997 - January 1998
Skills
Perl, Java, JScript, Sed, C#, SSIS, Requirements Analysis, Database Design, CSS, ETL, Software Development, SQL, HTML, SharePoint, SSRS, T-SQL, Business Analysis, Data Warehousing, XML, Databases, Microsoft SQL Server, SDLC, .NET, ASP.NET, VB.NET, Crystal Reports, Software Project..., JavaScript, Visual Studio, IIS, Visual Basic, ASP, Data Modeling, Application Architecture, Sybase, Unix, Visio, Architecture, Fixed Income, Trading Systems, Software Development..., TFS, Project Management, Programming, Object Oriented Design, Windows, Stored Procedures, VBA, Design Patterns, Java Enterprise Edition
Education
DePaul University 2003 — 2006
M.S., Computer Science
Indiana University Bloomington 1993 — 1997
B.S., Computer Science
South Side High School 1989 — 1993
Cedar Capital July 2013 - Present
Cedar Capital April 2012 - June 2013
Ellwood Associates November 2008 - March 2012
Skills
Investments, Finance, Investment Management, Alternative Investments, Asset Management, Equities, Asset Allocation, Mutual Funds, Portfolio Management, Financial Analysis
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science (BS), Finance
Cedar Capital July 2014 - Present
Tee Ink Pty Ltd November 2013 - July 2014
GE Capital May 2013 - November 2013
Discover Financial Services June 2010 - May 2013
Morgan Stanley July 2008 - August 2008
UBS Wealth Management May 2008 - June 2008
EF Tours (Educational Tours) January 2007 - May 2008
Skills
Financial Analysis, Budgets, Finance, Financial Modeling, Hyperion Enterprise, Essbase, Customer Service, Microsoft Excel, Microsoft Office, Data Analysis, Strategic Financial..., Forecasting, SAS, Workshop Facilitation, PowerPoint, Financial Reporting, Microsoft Word, Accounting, Leadership, Variance Analysis, Account Reconciliation, Analytics, Management
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Science, Finance
The Australian National University 2009 — 2009
LLR Partners 2000 - Present
CompoSecure May 2015 - Present
Revitas 2014 - Present
Cedar Capital April 2013 - Present
Ultimus Fund Solutions, LLC June 2012 - Present
Professional Trading Solutions 2010 - Present
Heartland Payment Systems 2001 - Present
Healthcare Finance Group 2005 - 2013
Fleet One 2008 - 2012
Peachtree Settlement Funding 2006 - 2011
Skills
Mergers, Business Strategy, Private Equity, Growth Capital, Middle Market, Business Growth, Financial Services, Mergers & Acquisitions, Investments, Capital, Strategy, Entrepreneurship, Buyouts
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
BS, Management
Cedar Capital March 2015 - Present
Cedar Capital December 2013 - March 2015
Invesco October 2012 - December 2013
Franklin Templeton Investments December 2010 - October 2012
Skills
Series 7, Series 63, Mutual Funds, Sales, Sales Presentations, Investments, Series 65, Asset Allocation, Separately Managed..., Alternative Investments, ETFs, Asset Management, Securities, Portfolio Management, Investment Strategies, Wealth Management, Financial Analysis
Education
University of Florida 2006 — 2010
Bachelor of Science (B.S.), Food and Resource Economics
Cedar Capital May 2012 - Present
Morgan Stanley Smith Barney May 2005 - November 2011
Smith Barney January 2003 - May 2005
Capital Guardian Trust Company December 1998 - January 2003
Smith Barney October 1994 - December 1998
Chambers & Asher Speechworks 1990 - 1994
Skills
Series 7, Mutual Funds, Fixed Income, Investment Banking, Mergers & Acquisitions, Retirement, Investment Strategies, Equities, Alternative Investments, Relationship Management, Asset Allocation, Financial Advisory, High Net Worth..., Portfolio Management, Wealth Management, Retirement Planning, ETFs
Education
Tulane University 1985 — 1989
BA, History
Cedar Capital March 2015 - Present
BMO Financial Group March 2014 - February 2015
Morgan Stanley Wealth Management October 2012 - March 2014
Morgan Stanley Smith Barney January 2010 - October 2012
Morgan Stanley Smith Barney August 2007 - January 2010
Citi July 2004 - August 2007
Mark Kline, Inc. September 2003 - July 2004
ZenithOptimedia November 2002 - September 2003
Skills
Series 7, FINRA, Securities, Series 24, Series 63, Wealth Management, AML, Mutual Funds, Investment Advisory, Series 65
Education
Syracuse University 1998 — 2002
B.A., Psychology
Cedar Capital May 2013 - Present
Sunda New Asia April 2013 - June 2013
Rockit Ranch Productions January 2013 - May 2013
Global Wines Distribution October 2012 - April 2013
Arizona State University August 2008 - May 2012
Abercrombie & Fitch February 2011 - December 2011
CBS Radio Chicago July 2011 - August 2011
Anna Montana Aquatic Center September 2005 - September 2009
Skills
Facebook, Social Media, Social Media Marketing, Social Networking, Event Planning, Photoshop, YouTube, Advertising, PowerPoint, Marketing, Google Docs, Blogging, Microsoft Office, Management, Customer Service, Sales, Leadership, Training, Retail
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science, Business Marketing
Arizona State University 2008 — 2012
Minor, Psychology
Arizona State University, W. P. Carey School of Business 2008 — 2012
Certificate, International Business
American University of Rome 2011 — 2011
6 Credits, International Marketing
Cedar Capital September 2013 - Present
Putnam Investments July 2000 - September 2013
State Street July 1997 - July 2000
Fidelity Investments August 1995 - July 1997
Oliver Wyman July 1993 - August 1995
Deutsche Bank June 1992 - August 1992
Balfour McLaine April 1990 - March 1991
Drexel Burnham Lambert May 1986 - April 1990
Bank of America June 1984 - May 1986
Bank of America July 1981 - May 1984
Education
University of Pennsylvania 1991 — 1993
Master of Arts (M.A.), International/Global Studies - German
Wharton Business School 1991 — 1993
Master of Business Administration (MBA), Finance and Decision Sciences, Palmer Scholar (Top 5% of Class)
Stanford University 1978 — 1981
Bachelor of Arts (B.A.), Economics, Honors (Completed studies in three years)