Chicago Investment Group
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Chicago Investment Group Employees
Employee
Years
Job
Industry
Gabe Candea Gabe Candea's Chicago Investment Group Experience March 2008 - March 2009
Job Senior Associate at Apartment Realty Group (ARG)
Industry Real Estate
Experience
Apartment Realty Group (ARG) April 2011 - Present
Cal-Prop Investments & Management December 2010 - July 2012
Chicago Investment Group March 2008 - March 2009
European Parliament July 2006 - December 2006
Skills
Brokerage, Investments, Asset Management, Investment Properties, Due Diligence, Rentals, Sellers, Apartments, Finance
Education
DePaul University 2004 — 2008
Bachelor, Finance
University of Leuven
Apartment Realty Group (ARG) April 2011 - Present
Cal-Prop Investments & Management December 2010 - July 2012
Chicago Investment Group March 2008 - March 2009
European Parliament July 2006 - December 2006
Skills
Brokerage, Investments, Asset Management, Investment Properties, Due Diligence, Rentals, Sellers, Apartments, Finance
Education
DePaul University 2004 — 2008
Bachelor, Finance
University of Leuven
Keith Beck Keith Beck's Chicago Investment Group Experience 2000 - 2003
Job Compliance Officer
Industry Financial Services
Experience
Advanced Equities Inc. 2006 - 2013
Zacks Investment Research 2004 - 2005
Chicago Investment Group 2000 - 2003
Richard B. Vance 1998 - 1999
Gruntal & Co. Inc 1992 - 1998
Dean Witter, MVP, Oppenheimer 1989 - 1993
Skills
Series 7, Series 8, Series 24, Series 63, FINRA, Compliance, Operations Management, Options, Risk Assessment, Risk, Risk Management, Enterprise Risk..., Alternative Investments, AML, Trading, Equities, Private Equity, Private Placements, Private Companies, Investment Advisory, Internal Investigations, Investment Banking, Due Diligence, Operational Planning, IT Operations, Compliance Audits, SEC reporting, SEC compliance, Compliance Management, Operational Risk..., Asset Management, Wealth Management, Bonds, Securities Law, Securities Regulation, Securities Offerings, Policy Analysis, Mutual Funds, Options Strategies, Asset Managment, Series 79, Hedge Funds, Investments, Start-ups, SEC filings, Capital Markets, SEC, Securities, Quality Auditing, Financial Risk
Education
DePaul University 1981 — 1986
BFA, Communications
Computer Systems Institute 2014 — 2014
Certificate of Completion / Diploma (2006), CompTIA A+, Network +, Project Management, & Six Sigma
Midwest Crowdfunding Conference - Chicago 11/15/2013
Fritz Seyferth & Associates - FS&A 2011 — 2012
Leadership Training, Team Building/Leadership Development
The Crowdfunding Conference April 19 2012 NY
Attendee, Jobs Act - Crowdfunding
Information Security Awareness Training 2010 — 2010
Mallon & Johnson, P.C., 2010 — 2010
Speaker Barbara Mallon, Reg. D, Fraud, Privacy & Marketing
Investment Advisor Association 2009 — 2009
Workshop, Compliance Workship 2009 IAA.
Lanner, Munchin, Dombrow, Becker, levin & Tominberg Ltd. 2009 — 2009
Jill O'Brien, Atty., Employment Best Practices Training / Workshop
New Horizons 2013 — 2014
Certificate of Completion, ITIL, CompTIA Security+
Advanced Equities Inc. 2006 - 2013
Zacks Investment Research 2004 - 2005
Chicago Investment Group 2000 - 2003
Richard B. Vance 1998 - 1999
Gruntal & Co. Inc 1992 - 1998
Dean Witter, MVP, Oppenheimer 1989 - 1993
Skills
Series 7, Series 8, Series 24, Series 63, FINRA, Compliance, Operations Management, Options, Risk Assessment, Risk, Risk Management, Enterprise Risk..., Alternative Investments, AML, Trading, Equities, Private Equity, Private Placements, Private Companies, Investment Advisory, Internal Investigations, Investment Banking, Due Diligence, Operational Planning, IT Operations, Compliance Audits, SEC reporting, SEC compliance, Compliance Management, Operational Risk..., Asset Management, Wealth Management, Bonds, Securities Law, Securities Regulation, Securities Offerings, Policy Analysis, Mutual Funds, Options Strategies, Asset Managment, Series 79, Hedge Funds, Investments, Start-ups, SEC filings, Capital Markets, SEC, Securities, Quality Auditing, Financial Risk
Education
DePaul University 1981 — 1986
BFA, Communications
Computer Systems Institute 2014 — 2014
Certificate of Completion / Diploma (2006), CompTIA A+, Network +, Project Management, & Six Sigma
Midwest Crowdfunding Conference - Chicago 11/15/2013
Fritz Seyferth & Associates - FS&A 2011 — 2012
Leadership Training, Team Building/Leadership Development
The Crowdfunding Conference April 19 2012 NY
Attendee, Jobs Act - Crowdfunding
Information Security Awareness Training 2010 — 2010
Mallon & Johnson, P.C., 2010 — 2010
Speaker Barbara Mallon, Reg. D, Fraud, Privacy & Marketing
Investment Advisor Association 2009 — 2009
Workshop, Compliance Workship 2009 IAA.
Lanner, Munchin, Dombrow, Becker, levin & Tominberg Ltd. 2009 — 2009
Jill O'Brien, Atty., Employment Best Practices Training / Workshop
New Horizons 2013 — 2014
Certificate of Completion, ITIL, CompTIA Security+
Carlos Uzcategui Carlos Uzcategui's Chicago Investment Group Experience May 2009 - July 2009
Job Sales Associate at Meritage Homes
Industry Construction
Experience
Meritage Homes August 2014 - Present
MYC Construction PLC May 2013 - August 2014
University of North Florida June 2007 - August 2013
Capital Retirement Service Group May 2012 - May 2013
Mr. Blinds May 2011 - August 2011
Mercy Children's Happy Home August 2010 - November 2010
Chicago Investment Group May 2009 - July 2009
Skills
Program Management, Analysis, Fundraising, Finance, Management, Microsoft Excel, Teamwork, Business Planning, Sales, Social Networking, Budgets
Education
University of North Florida - College of Business Administration 2008 — 2013
Bachelor of Business Administration (BBA), Finance
University of North Florida 2007 — 2013
Bachelor of Business Administration; degree, Finance
Meritage Homes August 2014 - Present
MYC Construction PLC May 2013 - August 2014
University of North Florida June 2007 - August 2013
Capital Retirement Service Group May 2012 - May 2013
Mr. Blinds May 2011 - August 2011
Mercy Children's Happy Home August 2010 - November 2010
Chicago Investment Group May 2009 - July 2009
Skills
Program Management, Analysis, Fundraising, Finance, Management, Microsoft Excel, Teamwork, Business Planning, Sales, Social Networking, Budgets
Education
University of North Florida - College of Business Administration 2008 — 2013
Bachelor of Business Administration (BBA), Finance
University of North Florida 2007 — 2013
Bachelor of Business Administration; degree, Finance
Matthew Hoban Matthew Hoban's Chicago Investment Group Experience June 2006 - August 2006
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
The Rindler Group February 2014 - December 2014
.SKI January 2013 - February 2014
Credit Suisse August 2011 - January 2013
J.P. Morgan March 2008 - April 2011
Bear Stearns June 2007 - March 2008
Chicago Investment Group June 2006 - August 2006
Skills
Equities, Series 7, Microsoft Excel, Financial Modeling, Fixed Income, Asset Management, Business Analysis, Capital Markets, Hedge Funds, Finance
Education
Marist College 2003 — 2007
Bachelor of Science (BS), Finance, General
University College Cork
Merrill Lynch December 2014 - Present
The Rindler Group February 2014 - December 2014
.SKI January 2013 - February 2014
Credit Suisse August 2011 - January 2013
J.P. Morgan March 2008 - April 2011
Bear Stearns June 2007 - March 2008
Chicago Investment Group June 2006 - August 2006
Skills
Equities, Series 7, Microsoft Excel, Financial Modeling, Fixed Income, Asset Management, Business Analysis, Capital Markets, Hedge Funds, Finance
Education
Marist College 2003 — 2007
Bachelor of Science (BS), Finance, General
University College Cork
Roman Fayman Roman Fayman's Chicago Investment Group Experience June 2007 - August 2007
Job Senior Financial Analyst at Intel
Industry Semiconductors
Experience
Intel Corporation July 2015 - Present
Charles Schwab June 2014 - August 2014
Cambridge Consulting Network January 2014 - April 2014
Art Department December 2011 - September 2012
Realeflow June 2009 - April 2011
Realeflow November 2008 - May 2009
Chicago Investment Group June 2007 - August 2007
Citi January 2007 - May 2007
Skills
Accounts Payable, Accounting, Accounts Receivable, Budgets, Cash Flow, Invoicing, Financial Statements, Account Reconciliation, Management, Finance, Leadership, Investments, Portfolio Management, Process Improvement, US GAAP, Small Business, General Ledger, Microsoft Word, Microsoft Excel, Mathematics
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
The Ohio State University 2004 — 2008
B.S., Finance, Economics
Mayfield High School 2000 — 2004
Intel Corporation July 2015 - Present
Charles Schwab June 2014 - August 2014
Cambridge Consulting Network January 2014 - April 2014
Art Department December 2011 - September 2012
Realeflow June 2009 - April 2011
Realeflow November 2008 - May 2009
Chicago Investment Group June 2007 - August 2007
Citi January 2007 - May 2007
Skills
Accounts Payable, Accounting, Accounts Receivable, Budgets, Cash Flow, Invoicing, Financial Statements, Account Reconciliation, Management, Finance, Leadership, Investments, Portfolio Management, Process Improvement, US GAAP, Small Business, General Ledger, Microsoft Word, Microsoft Excel, Mathematics
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
The Ohio State University 2004 — 2008
B.S., Finance, Economics
Mayfield High School 2000 — 2004
William LaPiana William LaPiana's Chicago Investment Group Experience September 2005 - February 2009
Job President at Paxton Financial Services
Industry Financial Services
Experience
Paxton Financial Services February 2009 - Present
Chicago Investment Group September 2005 - February 2009
Ladenburg Thalmann June 2002 - September 2005
Guess? January 1997 - February 2000
Skills
Investments, Series 7, Series 63, Finance, Strategy, Alternative Investments, Options, Series 24, Securities, Retirement Planning, Wealth Management, Real Estate Transactions, Real Estate Development, Series 65, Life Insurance, Health Insurance, Accident Insurance, 1031 Exchanges, delware statutory trusts, Asset Management, Financial Services, Sales, Portfolio Management, Strategic Planning, Marketing
Education
State University of New York at Albany
BS
East Meadow High School
Paxton Financial Services February 2009 - Present
Chicago Investment Group September 2005 - February 2009
Ladenburg Thalmann June 2002 - September 2005
Guess? January 1997 - February 2000
Skills
Investments, Series 7, Series 63, Finance, Strategy, Alternative Investments, Options, Series 24, Securities, Retirement Planning, Wealth Management, Real Estate Transactions, Real Estate Development, Series 65, Life Insurance, Health Insurance, Accident Insurance, 1031 Exchanges, delware statutory trusts, Asset Management, Financial Services, Sales, Portfolio Management, Strategic Planning, Marketing
Education
State University of New York at Albany
BS
East Meadow High School
Imran Punjani Imran Punjani's Chicago Investment Group Experience May 2010 - July 2010
Job Investment Analyst at Bridlepath Properties
Industry Financial Services
Experience
Bridlepath Properties May 2014 - Present
Rumanek & Co. September 2013 - May 2014
Imperial Capital Corporation May 2012 - August 2012
TD Bank Group May 2011 - August 2011
Chicago Investment Group May 2010 - July 2010
Skills
Financial Analysis, Financial Modeling, Time Management, Teamwork, Microsoft Excel, Microsoft Office, Team Leadership, Analytics, PowerPoint, Banking, Customer Service, Data Analysis, Microsoft Word, Risk Management, Corporate Finance, Entrepreneurship, Valuation, Finance, Economics, Public Speaking
Education
Richard Ivey School of Business 2009 — 2013
HBA, Finance, General
CFA Institute
Bridlepath Properties May 2014 - Present
Rumanek & Co. September 2013 - May 2014
Imperial Capital Corporation May 2012 - August 2012
TD Bank Group May 2011 - August 2011
Chicago Investment Group May 2010 - July 2010
Skills
Financial Analysis, Financial Modeling, Time Management, Teamwork, Microsoft Excel, Microsoft Office, Team Leadership, Analytics, PowerPoint, Banking, Customer Service, Data Analysis, Microsoft Word, Risk Management, Corporate Finance, Entrepreneurship, Valuation, Finance, Economics, Public Speaking
Education
Richard Ivey School of Business 2009 — 2013
HBA, Finance, General
CFA Institute
Irina Baron Irina Baron's Chicago Investment Group Experience March 2007 - June 2007
Job Assistant Director at Moody's Analytics
Industry Facilities Services
Experience
Moody's Analytics August 2008 - Present
Peter Advani CPA, PLLC June 2007 - August 2008
Chicago Investment Group March 2007 - June 2007
M2 Design International May 2005 - October 2006
Skills
Credit, Capital Markets, Bonds, Credit Risk, Financial Risk, Risk Management, Fixed Income, Financial Markets, Basel II, Bloomberg, Market Risk, Structured Finance, Operational Risk, Derivatives, Analytics, Financial Analysis, Financial Modeling
Education
City University of New York-Hunter College 2007 — 2009
Master's Degree, Economics
City University of New York-Hunter College 2004 — 2008
Bachelor's Degree, Economics
Moody's Analytics August 2008 - Present
Peter Advani CPA, PLLC June 2007 - August 2008
Chicago Investment Group March 2007 - June 2007
M2 Design International May 2005 - October 2006
Skills
Credit, Capital Markets, Bonds, Credit Risk, Financial Risk, Risk Management, Fixed Income, Financial Markets, Basel II, Bloomberg, Market Risk, Structured Finance, Operational Risk, Derivatives, Analytics, Financial Analysis, Financial Modeling
Education
City University of New York-Hunter College 2007 — 2009
Master's Degree, Economics
City University of New York-Hunter College 2004 — 2008
Bachelor's Degree, Economics
Evgeny Berzitskiy Evgeny Berzitskiy's Chicago Investment Group Experience June 2004 - March 2005
Job AML/KYC Senior Associate
Industry Financial Services
Experience
BNY Mellon August 2014 - Present
BBVA January 2014 - July 2014
Indication Ivestments Limited January 2013 - August 2013
Forex Club LLC (US) August 2006 - December 2012
Dimention Capital, LLC April 2005 - August 2006
Chicago Investment Group June 2004 - March 2005
Skills
Trading, Foreign Exchange, Investments, Securities, Financial Markets, Trading Systems, FX Options, FX trading, Options, Bloomberg, Commodity, Financial Services, CRM, Equities, Currency, Series 7, Risk Management, Electronic Trading, Trading Strategies, Derivatives, Banking, AML, Hedging, OFAC, KYC, BSA, USA PATRIOT Act, FINRA, CySEC, MiFID, OTC Derivatives, SEC, Dealing, Capital Markets, Management, goldtier, LexisNexis, ChoicePoint, FX Trading
Education
Globe Institute of Technology (SUNY) 2003 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Oklahoma Panhandle State University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance/Marketing
BNY Mellon August 2014 - Present
BBVA January 2014 - July 2014
Indication Ivestments Limited January 2013 - August 2013
Forex Club LLC (US) August 2006 - December 2012
Dimention Capital, LLC April 2005 - August 2006
Chicago Investment Group June 2004 - March 2005
Skills
Trading, Foreign Exchange, Investments, Securities, Financial Markets, Trading Systems, FX Options, FX trading, Options, Bloomberg, Commodity, Financial Services, CRM, Equities, Currency, Series 7, Risk Management, Electronic Trading, Trading Strategies, Derivatives, Banking, AML, Hedging, OFAC, KYC, BSA, USA PATRIOT Act, FINRA, CySEC, MiFID, OTC Derivatives, SEC, Dealing, Capital Markets, Management, goldtier, LexisNexis, ChoicePoint, FX Trading
Education
Globe Institute of Technology (SUNY) 2003 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Oklahoma Panhandle State University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance/Marketing
Paul Goldshteyn's Chicago Investment Group Experience May 2009 - August 2009
Job Lead Product Manager at Hotwire
Industry Computer Software
Experience
Hotwire October 2014 - Present
DropThought Inc August 2013 - August 2014
Reply.com September 2012 - July 2013
OpenExchange Communications January 2012 - May 2012
Grid Net January 2012 - January 2012
FXDD May 2010 - August 2010
Chicago Investment Group May 2009 - August 2009
Skills
Start-ups, Entrepreneurship, Product Development, Business Strategy, Competitive Analysis, Product Management, Financial Modeling, Business Development, Strategy, Business Analysis, Digital Marketing, Strategic Partnerships, Data Analysis, E-commerce, Market Research, Analytics, Product Marketing, CRM, SaaS, Salesforce.com, Online Advertising, SEM, Online Marketing, Web Analytics, SEO, Mobile Marketing, Customer Acquisition
Education
Brandeis University, Lemberg - International Business School 2011 — 2012
MA, International Economics and Finance
Brandeis University
BA, Economics
Brooklyn Technical High School
High School Diploma
Hotwire October 2014 - Present
DropThought Inc August 2013 - August 2014
Reply.com September 2012 - July 2013
OpenExchange Communications January 2012 - May 2012
Grid Net January 2012 - January 2012
FXDD May 2010 - August 2010
Chicago Investment Group May 2009 - August 2009
Skills
Start-ups, Entrepreneurship, Product Development, Business Strategy, Competitive Analysis, Product Management, Financial Modeling, Business Development, Strategy, Business Analysis, Digital Marketing, Strategic Partnerships, Data Analysis, E-commerce, Market Research, Analytics, Product Marketing, CRM, SaaS, Salesforce.com, Online Advertising, SEM, Online Marketing, Web Analytics, SEO, Mobile Marketing, Customer Acquisition
Education
Brandeis University, Lemberg - International Business School 2011 — 2012
MA, International Economics and Finance
Brandeis University
BA, Economics
Brooklyn Technical High School
High School Diploma
Richard A. D'Andrea Jr. Richard A. D'Andrea Jr.'s Chicago Investment Group Experience March 2005 - July 2010
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2012 - Present
Newbridge Securities 2010 - 2011
Chicago Investment Group March 2005 - July 2010
Education
Florida State University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Marshall University 1996 — 1998
Associate's degree, Business, Management, Marketing, and Related Support Services
Northwestern Mutual January 2012 - Present
Newbridge Securities 2010 - 2011
Chicago Investment Group March 2005 - July 2010
Education
Florida State University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Marshall University 1996 — 1998
Associate's degree, Business, Management, Marketing, and Related Support Services
Gregory Romanczuk Gregory Romanczuk's Chicago Investment Group Experience January 2000 - July 2010
Job Branch Manager, at Newbridge Securities
Industry Financial Services
Experience
Newbridge Securities July 2010 - Present
Polish American Chamber of Commerce Chicago 1999 - 2014
Chicago Investment Group January 2000 - July 2010
Mills Financial Services September 1996 - December 1999
Skills
series 4, Series 7, Series 24, Series 63, Series 65, Fixed Income, Investments, Bonds, Fixed Income Strategies, Life & Health Insurance..., Retirement Planning, Mutual Funds, Variable Annuities, Securities, Stock Trading, Options, Capital Markets, Central Europe, Problem Solving, Commodity Markets, Asset Managment, Customer Service, Microsoft Office, Risk Management, Compliance, Asset Management, Asset Allocation, Wealth Management, Trading, FINRA, Alternative Investments, Investment Strategies, 401k, 401k Rollovers, Equities, Bloomberg, Financial Services, Financial Advisory, ETFs, Hedge Funds, Financial Markets, Investment Management, Strategic Financial..., Fixed Annuities, Investment Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MBA, Finance
California State University-Sacramento 1992 — 1996
Bachelor of Arts (BA), Economics
rio americano high school 1991 — 1992
PRUS High School 1988 — 1991
Newbridge Securities July 2010 - Present
Polish American Chamber of Commerce Chicago 1999 - 2014
Chicago Investment Group January 2000 - July 2010
Mills Financial Services September 1996 - December 1999
Skills
series 4, Series 7, Series 24, Series 63, Series 65, Fixed Income, Investments, Bonds, Fixed Income Strategies, Life & Health Insurance..., Retirement Planning, Mutual Funds, Variable Annuities, Securities, Stock Trading, Options, Capital Markets, Central Europe, Problem Solving, Commodity Markets, Asset Managment, Customer Service, Microsoft Office, Risk Management, Compliance, Asset Management, Asset Allocation, Wealth Management, Trading, FINRA, Alternative Investments, Investment Strategies, 401k, 401k Rollovers, Equities, Bloomberg, Financial Services, Financial Advisory, ETFs, Hedge Funds, Financial Markets, Investment Management, Strategic Financial..., Fixed Annuities, Investment Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MBA, Finance
California State University-Sacramento 1992 — 1996
Bachelor of Arts (BA), Economics
rio americano high school 1991 — 1992
PRUS High School 1988 — 1991
Brian Cavallo's Chicago Investment Group Experience July 2007 - July 2009
Job Client Service Representative at Home Team Sports, a division of Fox Sports Media Group
Industry Broadcast Media
Experience
Home Team Sports, a division of Fox Sports Media Group July 2014 - Present
Home Team Sports, a division of Fox Sports Media Group February 2013 - July 2014
Global Arena Capital Corp. August 2009 - January 2011
Chicago Investment Group July 2007 - July 2009
Kencl Trading, Inc. May 2006 - May 2007
ESPN January 2005 - May 2005
Skills
Sales, Management, Investments, New Business Development, Market Research, Microsoft Excel, Cold Calling, PowerPoint, Analysis, Negotiation, Microsoft Word, Options, Series 7, Time Management, Social Media Marketing, Social Media, Equities, Digital Marketing, Marketing, Integrated Marketing
Education
Saint John's University 2012 — 2014
Master's degree, Sports Management
Stony Brook University 2004 — 2006
BA, History
Nassau Community College 2002 — 2004
A.A., History
Home Team Sports, a division of Fox Sports Media Group July 2014 - Present
Home Team Sports, a division of Fox Sports Media Group February 2013 - July 2014
Global Arena Capital Corp. August 2009 - January 2011
Chicago Investment Group July 2007 - July 2009
Kencl Trading, Inc. May 2006 - May 2007
ESPN January 2005 - May 2005
Skills
Sales, Management, Investments, New Business Development, Market Research, Microsoft Excel, Cold Calling, PowerPoint, Analysis, Negotiation, Microsoft Word, Options, Series 7, Time Management, Social Media Marketing, Social Media, Equities, Digital Marketing, Marketing, Integrated Marketing
Education
Saint John's University 2012 — 2014
Master's degree, Sports Management
Stony Brook University 2004 — 2006
BA, History
Nassau Community College 2002 — 2004
A.A., History
Bernard Lopez Bernard Lopez's Chicago Investment Group Experience November 2005 - April 2008
Job Senior Manager at Ryan
Industry Financial Services
Experience
Ryan May 2015 - Present
Registrar & Transfer Company (a Computershare Co.) March 2013 - May 2015
Eagle Rock Proxy Advisors LLC. (a Computershare Co.) March 2013 - May 2015
Laurel Hill Advisory Group August 2010 - March 2013
The Altman Group September 2009 - July 2010
Chicago Investment Group November 2005 - April 2008
Computershare May 2000 - November 2005
Skills
Investor Relations, Financial Services, Securities, Corporate Governance, Mergers & Acquisitions, Investments, Capital Markets, Mergers, Business Strategy, CRM, IPO, Business Development, Management, Equities, Strategy, Project Management, Private Equity, Series 7, International Business, Account Management, Financial Modeling, Corporate Finance, Investment Banking, Financial Analysis, Executive Management, Proxy Solicitation, Finance, Shareholder..., Abandoned Property, Unclaimed Property
Education
Florida Atlantic University 2007 — 2009
MBA
Binghamton University 1993 — 1997
B.A., Economics
Ryan May 2015 - Present
Registrar & Transfer Company (a Computershare Co.) March 2013 - May 2015
Eagle Rock Proxy Advisors LLC. (a Computershare Co.) March 2013 - May 2015
Laurel Hill Advisory Group August 2010 - March 2013
The Altman Group September 2009 - July 2010
Chicago Investment Group November 2005 - April 2008
Computershare May 2000 - November 2005
Skills
Investor Relations, Financial Services, Securities, Corporate Governance, Mergers & Acquisitions, Investments, Capital Markets, Mergers, Business Strategy, CRM, IPO, Business Development, Management, Equities, Strategy, Project Management, Private Equity, Series 7, International Business, Account Management, Financial Modeling, Corporate Finance, Investment Banking, Financial Analysis, Executive Management, Proxy Solicitation, Finance, Shareholder..., Abandoned Property, Unclaimed Property
Education
Florida Atlantic University 2007 — 2009
MBA
Binghamton University 1993 — 1997
B.A., Economics
Henry Hufnagel Henry Hufnagel's Chicago Investment Group Experience March 2008 - June 2010
Job Financial Advisor at Newbridge Securities Corp.
Industry Investment Management
Experience
Newbridge Securities Corporation July 2010 - Present
Chicago Investment Group March 2008 - June 2010
H & R Block Financial Advisors (Ameriprise) March 2003 - January 2008
Morgan Stanley June 1998 - November 2002
Skills
Investment Advisor, Financial Presentations, Financial Planning, Wealth Management, Retirement Planning, Investments, Equities, Fixed Income, Alternative Investments, FINRA, Series 7, Investment Strategies, Insurance, Financial Advisory, Finance, Strategic Financial..., Asset Allocation, Asset Management, Securities
Education
University of Colorado Boulder - Leeds School of Business 1968 — 1969
M. S., Accounting and Finance
Arizona State University 1960 — 1964
B. S., Business and Accounting
Newbridge Securities Corporation July 2010 - Present
Chicago Investment Group March 2008 - June 2010
H & R Block Financial Advisors (Ameriprise) March 2003 - January 2008
Morgan Stanley June 1998 - November 2002
Skills
Investment Advisor, Financial Presentations, Financial Planning, Wealth Management, Retirement Planning, Investments, Equities, Fixed Income, Alternative Investments, FINRA, Series 7, Investment Strategies, Insurance, Financial Advisory, Finance, Strategic Financial..., Asset Allocation, Asset Management, Securities
Education
University of Colorado Boulder - Leeds School of Business 1968 — 1969
M. S., Accounting and Finance
Arizona State University 1960 — 1964
B. S., Business and Accounting
Chen Xia Chen Xia's Chicago Investment Group Experience June 2010 - July 2010
Job need a job at any company
Industry Financial Services
Experience
any company President Assistant2010 Keiretsu ForumAugust 2010 - September 2010
Keiretsu Forum July 2010 - September 2010
2010 Chicago Investment Group June 2010 - August 2010
Chicago Investment Group June 2010 - July 2010
ICBC KUNMING BRANCH June 2009 - August 2009
Education
University of Oregon 2008 — 2012
BS, Accounting
University of Oregon 2008 — 2012
B.S, Accounting and Finance
Kevin Grove State College 2004 — 2006
High School, Queensland Highschool General Curriculum
any company President Assistant2010 Keiretsu ForumAugust 2010 - September 2010
Keiretsu Forum July 2010 - September 2010
2010 Chicago Investment Group June 2010 - August 2010
Chicago Investment Group June 2010 - July 2010
ICBC KUNMING BRANCH June 2009 - August 2009
Education
University of Oregon 2008 — 2012
BS, Accounting
University of Oregon 2008 — 2012
B.S, Accounting and Finance
Kevin Grove State College 2004 — 2006
High School, Queensland Highschool General Curriculum
Brian Silver's Chicago Investment Group Experience November 2008 - April 2009
Job Director of Corporate Development / Principal
Industry Wholesale
Experience
Shetakis Wholesalers March 2001 - Present
Rockrena, Inc. July 2009 - November 2012
Wildwood Capital Securities April 2009 - December 2009
Chicago Investment Group November 2008 - April 2009
Legend Group April 2004 - November 2008
Education
Tulane University 1986 — 1990
BSM, Finance/Accounting
Shetakis Wholesalers March 2001 - Present
Rockrena, Inc. July 2009 - November 2012
Wildwood Capital Securities April 2009 - December 2009
Chicago Investment Group November 2008 - April 2009
Legend Group April 2004 - November 2008
Education
Tulane University 1986 — 1990
BSM, Finance/Accounting
Corey Wishnia Corey Wishnia's Chicago Investment Group Experience 2008 - 2010
Job Investment Consultant | Client Champion | Business Driver | Portfolio Builder | Solution Advocate
Industry Financial Services
Experience
Newbridge Securities 2010 - December 2014
Chicago Investment Group 2008 - 2010
MCLAUGHLIN, PIVEN, VOGEL SECURITIES 2007 - 2007
Ryan Beck and Company/Stifel Nicolaus 2004 - 2007
Lind-Waldock 1997 - 2001
Skills
Equities, Fixed Income, Bonds, Series 7, Financial Services, Investments, Securities, Series 63, Wealth Management, Trading, Asset Allocation, Retirement Planning, Asset Management, FINRA, Finance, Private Equity, Portfolio Management, Alternative Investments, Investment Advisory, Account Management, Options, CRM, Customer Relations, Client Service, Maintaining Strong..., Building Client..., Bloomberg, Resolving Issues, Client Follow-up
Education
Bradley University
BA, Political Science
Newbridge Securities 2010 - December 2014
Chicago Investment Group 2008 - 2010
MCLAUGHLIN, PIVEN, VOGEL SECURITIES 2007 - 2007
Ryan Beck and Company/Stifel Nicolaus 2004 - 2007
Lind-Waldock 1997 - 2001
Skills
Equities, Fixed Income, Bonds, Series 7, Financial Services, Investments, Securities, Series 63, Wealth Management, Trading, Asset Allocation, Retirement Planning, Asset Management, FINRA, Finance, Private Equity, Portfolio Management, Alternative Investments, Investment Advisory, Account Management, Options, CRM, Customer Relations, Client Service, Maintaining Strong..., Building Client..., Bloomberg, Resolving Issues, Client Follow-up
Education
Bradley University
BA, Political Science
Ekow Baiden's Chicago Investment Group Experience June 2009 - August 2009
Job Marketer/Entrepreneur/Trader
Industry Financial Services
Experience
Echo Package LLC(echopackage.com) May 2015 - Present
eKo-system Inc(Banker Birthday) January 2011 - Present
T3 Trading Group, LLC October 2011 - October 2012
Moneyhawker.com October 2009 - October 2012
Private tutor July 2010 - September 2011
South south news 2011 - 2011
InField Marketing Group 2010 - 2011
Prudential Financial December 2009 - July 2010
Chicago Investment Group June 2009 - August 2009
Prestige Financial(Friedman and associates) May 2008 - August 2008
Skills
Derivatives, Equities, Trading, Investments, Marketing, Financial Markets, Alternative Investments
Education
University of Georgia - Terry College of Business
BBA, Finance
Echo Package LLC(echopackage.com) May 2015 - Present
eKo-system Inc(Banker Birthday) January 2011 - Present
T3 Trading Group, LLC October 2011 - October 2012
Moneyhawker.com October 2009 - October 2012
Private tutor July 2010 - September 2011
South south news 2011 - 2011
InField Marketing Group 2010 - 2011
Prudential Financial December 2009 - July 2010
Chicago Investment Group June 2009 - August 2009
Prestige Financial(Friedman and associates) May 2008 - August 2008
Skills
Derivatives, Equities, Trading, Investments, Marketing, Financial Markets, Alternative Investments
Education
University of Georgia - Terry College of Business
BBA, Finance
Cecilia Mackie, MPhys Cecilia Mackie, MPhys's Chicago Investment Group Experience 1998 - 2009
Job Owner at www.MACKIEMUSIC.com
Industry Music
Experience
Mackie Developments LLC 2004 - Present
Mackie Music Inc. 1998 - Present
Chicago Investment Group 1998 - 2009
Skills
Music Production, Music, Entertainment, Social Media, Real Estate
Education
Chatham Grammar School For Girls
The University of Manchester
Masters, Physics
Mackie Developments LLC 2004 - Present
Mackie Music Inc. 1998 - Present
Chicago Investment Group 1998 - 2009
Skills
Music Production, Music, Entertainment, Social Media, Real Estate
Education
Chatham Grammar School For Girls
The University of Manchester
Masters, Physics
Dan Knapp Dan Knapp's Chicago Investment Group Experience January 2008 - November 2008
Job Account Executive
Industry Insurance
Experience
POMCO November 2009 - Present
L. Knife & Son, Inc. May 2009 - October 2009
Merrill Lynch Investment Managers March 2009 - April 2009
Chicago Investment Group January 2008 - November 2008
Abercrombie & Fitch June 2005 - December 2007
Skills
Finance, Customer Satisfaction, Securities, Microsoft Office, Sales, Time Management, Program Management, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Strategic Planning, Financial Analysis, Outlook, Marketing, Public Speaking, Analysis, Insurance, Data Analysis, Account Management, Employee Benefits, Risk Management, Financial Reporting, Windows, Team Building, Series 7, Training, Health Insurance, Social Networking, Budgets, Management, Strategy
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University at Albany 2003 — 2007
Bachelor of Science, Business/Managerial Economics
POMCO November 2009 - Present
L. Knife & Son, Inc. May 2009 - October 2009
Merrill Lynch Investment Managers March 2009 - April 2009
Chicago Investment Group January 2008 - November 2008
Abercrombie & Fitch June 2005 - December 2007
Skills
Finance, Customer Satisfaction, Securities, Microsoft Office, Sales, Time Management, Program Management, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Strategic Planning, Financial Analysis, Outlook, Marketing, Public Speaking, Analysis, Insurance, Data Analysis, Account Management, Employee Benefits, Risk Management, Financial Reporting, Windows, Team Building, Series 7, Training, Health Insurance, Social Networking, Budgets, Management, Strategy
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University at Albany 2003 — 2007
Bachelor of Science, Business/Managerial Economics
Andre Gunter's Chicago Investment Group Experience December 2007 - February 2008
Job Project Accountant at Turner Construction Company
Industry Accounting
Experience
Turner Construction Company April 2015 - Present
Hailey Development Group LLC December 2014 - February 2015
Hunter Roberts Construction Group October 2013 - October 2014
Dragados USA, Inc. April 2008 - August 2013
Chicago Investment Group December 2007 - February 2008
Skills
Accounts Payable, Financial Analysis, Budgets, Accounting, Financial Reporting, Microsoft Excel, Microsoft Office, Account Reconciliation, QuickBooks, Financial Accounting, Contract Management, Forecasting, Finance, Accounts Receivable, PowerPoint, Microsoft Word, Auditing, SAP, Access, Customer Service, Outlook, Sage Timberline Office, CMiC, Textura, Subcontractor Closeout, Bank Reconciliation
Education
State University of New York at Buffalo 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, Financial Analysis concentration
Turner Construction Company April 2015 - Present
Hailey Development Group LLC December 2014 - February 2015
Hunter Roberts Construction Group October 2013 - October 2014
Dragados USA, Inc. April 2008 - August 2013
Chicago Investment Group December 2007 - February 2008
Skills
Accounts Payable, Financial Analysis, Budgets, Accounting, Financial Reporting, Microsoft Excel, Microsoft Office, Account Reconciliation, QuickBooks, Financial Accounting, Contract Management, Forecasting, Finance, Accounts Receivable, PowerPoint, Microsoft Word, Auditing, SAP, Access, Customer Service, Outlook, Sage Timberline Office, CMiC, Textura, Subcontractor Closeout, Bank Reconciliation
Education
State University of New York at Buffalo 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, Financial Analysis concentration
Neil Sarkisian's Chicago Investment Group Experience June 2010 - August 2010
Job Business Intelligence Associate at National Veterinary Associates
Industry Hospital & Health Care
Experience
National Veterinary Associates August 2015 - Present
Analysis Group August 2013 - July 2015
Chrysler June 2012 - September 2012
Valparaiso High School June 2011 - July 2011
Chicago Investment Group June 2010 - August 2010
Skills
Economics, Research, Data Analysis, Market Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Stata, Econometrics, SAS programming, VBA, Management, Leadership, Strategy, Programming
Education
Northwestern University 2010 — 2013
Bachelor of Arts (B.A.), Economics
University of Michigan 2009 — 2010
National Veterinary Associates August 2015 - Present
Analysis Group August 2013 - July 2015
Chrysler June 2012 - September 2012
Valparaiso High School June 2011 - July 2011
Chicago Investment Group June 2010 - August 2010
Skills
Economics, Research, Data Analysis, Market Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Stata, Econometrics, SAS programming, VBA, Management, Leadership, Strategy, Programming
Education
Northwestern University 2010 — 2013
Bachelor of Arts (B.A.), Economics
University of Michigan 2009 — 2010
Gregorio Melegari Imperatori Gregorio Melegari Imperatori's Chicago Investment Group Experience 2009 - 2009
Job Business Analyst at IVP
Industry Banking
Experience
IVP July 2013 - Present
Banca IMI June 2011 - November 2011
Braspag Tecnologia em Pagamento January 2011 - March 2011
Intesa Sanpaolo March 2010 - December 2010
Kayser-Roth Corporation 2010 - 2010
Chicago Investment Group 2009 - 2009
Skills
Bloomberg, Fixed Income, Financial Markets, Equities, Derivatives, Options, Investment Banking, Portfolio Management, Hedge Funds, Quantitative Finance, Capital Markets, Trading, Banking, Valuation, Financial Modeling, Risk Management, R, SQL, Salesforce.com...
Education
New York University 2012 — 2013
Master's degree, Financial Mathematics
New York University 2010 — 2011
Certificate, Portfolio Management
New York University 2006 — 2009
BA, Economics with minors in Mathematics and Philosophy
IVP July 2013 - Present
Banca IMI June 2011 - November 2011
Braspag Tecnologia em Pagamento January 2011 - March 2011
Intesa Sanpaolo March 2010 - December 2010
Kayser-Roth Corporation 2010 - 2010
Chicago Investment Group 2009 - 2009
Skills
Bloomberg, Fixed Income, Financial Markets, Equities, Derivatives, Options, Investment Banking, Portfolio Management, Hedge Funds, Quantitative Finance, Capital Markets, Trading, Banking, Valuation, Financial Modeling, Risk Management, R, SQL, Salesforce.com...
Education
New York University 2012 — 2013
Master's degree, Financial Mathematics
New York University 2010 — 2011
Certificate, Portfolio Management
New York University 2006 — 2009
BA, Economics with minors in Mathematics and Philosophy
Paul DiPietro's Chicago Investment Group Experience April 2005 - March 2007
Job Senior Vice President Investments Dawson James Securities, Inc.
Industry Financial Services
Experience
Dawson James Securities January 2012 - Present
Investors Capital March 2007 - December 2011
Chicago Investment Group April 2005 - March 2007
GunnAllen Financial April 2003 - April 2005
KSH Investment Group December 2001 - April 2003
Skills
Long / Short Equity, Fixed Income, Insurance, Investment Banking, Private Equity
Education
City University of New York-Queens College 1998 — 2000
B.A.
Nassau Community College 1996 — 1998
A.A.
Dawson James Securities January 2012 - Present
Investors Capital March 2007 - December 2011
Chicago Investment Group April 2005 - March 2007
GunnAllen Financial April 2003 - April 2005
KSH Investment Group December 2001 - April 2003
Skills
Long / Short Equity, Fixed Income, Insurance, Investment Banking, Private Equity
Education
City University of New York-Queens College 1998 — 2000
B.A.
Nassau Community College 1996 — 1998
A.A.
Randy Risdon Randy Risdon's Chicago Investment Group Experience 2006 - 2010
Job " Randy Risdon" Independent Financial Advisor
Industry Financial Services
Experience
Independent Financial Advisor June 2013 - Present
Harvard Risk Management October 2011 - April 2013
Newbridge Securities July 2010 - November 2012
Chicago Investment Group 2006 - 2010
H&R Block Financial 2001 - 2006
Olde Discount Stockbrokers 1993 - 2001
Wonderlic Personnel Test Inc. 1988 - 1993
Skills
Series 7, Investments, Portfolio Management, Insurance, Retirement Planning, Wealth Management, Equities, Risk Management, Asset Allocation, Series 65, Sales Management, Inside Sales, Disability Insurance, Team Building, Research, Alternative Investments, Social Media Marketing, Fundraising, Sales Training, 401k Rollovers, Wordpress, Social Media, Sales Process, ACT CRM, Communication, LinkedIn, Selling, Inspection, Sales Specialist, Life Insurance, Health Insurance, Accidental Death..., Annuities, Term Life Insurance, Financial Services, Fixed Annuities, Bonds, Mutual Funds, Asset Management, FINRA, Securities, 401k, Investment Advisory, Investment Strategies, Private Equity, Sales
Education
Illinois State University 1976 — 1980
BA, Political Science
DePaul University
Financial Planning and Services
Independent Financial Advisor June 2013 - Present
Harvard Risk Management October 2011 - April 2013
Newbridge Securities July 2010 - November 2012
Chicago Investment Group 2006 - 2010
H&R Block Financial 2001 - 2006
Olde Discount Stockbrokers 1993 - 2001
Wonderlic Personnel Test Inc. 1988 - 1993
Skills
Series 7, Investments, Portfolio Management, Insurance, Retirement Planning, Wealth Management, Equities, Risk Management, Asset Allocation, Series 65, Sales Management, Inside Sales, Disability Insurance, Team Building, Research, Alternative Investments, Social Media Marketing, Fundraising, Sales Training, 401k Rollovers, Wordpress, Social Media, Sales Process, ACT CRM, Communication, LinkedIn, Selling, Inspection, Sales Specialist, Life Insurance, Health Insurance, Accidental Death..., Annuities, Term Life Insurance, Financial Services, Fixed Annuities, Bonds, Mutual Funds, Asset Management, FINRA, Securities, 401k, Investment Advisory, Investment Strategies, Private Equity, Sales
Education
Illinois State University 1976 — 1980
BA, Political Science
DePaul University
Financial Planning and Services
Aman Sareen Aman Sareen's Chicago Investment Group Experience June 2007 - August 2007
Job Senior Analyst at I Squared Capital
Industry Venture Capital & Private Equity
Experience
I Squared Capital April 2015 - Present
KPMG January 2011 - March 2015
KPMG June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
National Wrestling Hall of Fame January 2009 - May 2009
Merrill Lynch June 2008 - August 2008
Chicago Investment Group June 2007 - August 2007
Education
Lehigh University 2007 — 2011
B.S., Finance, Accounting
I Squared Capital April 2015 - Present
KPMG January 2011 - March 2015
KPMG June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
National Wrestling Hall of Fame January 2009 - May 2009
Merrill Lynch June 2008 - August 2008
Chicago Investment Group June 2007 - August 2007
Education
Lehigh University 2007 — 2011
B.S., Finance, Accounting
William Chan William Chan's Chicago Investment Group Experience June 2009 - August 2009
Job Associate at Fifth Street Capital
Industry Financial Services
Experience
Fifth Street Asset Management October 2014 - Present
Nomura Securities September 2013 - October 2014
Oppenheimer & Co. August 2012 - September 2013
Legg Mason Capital Managment June 2011 - August 2011
Chicago Investment Group June 2009 - August 2009
Barton Barton & Plotkin LLP June 2008 - August 2008
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Economics, Data Analysis, Bloomberg, Microsoft Excel, Research, PowerPoint, Bloomberg Terminal, Equity Research, Investment Banking, Valuation, Investments, Capital Markets, DCF
Education
The Johns Hopkins University 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics
The Dalton School 2000 — 2008
Fifth Street Asset Management October 2014 - Present
Nomura Securities September 2013 - October 2014
Oppenheimer & Co. August 2012 - September 2013
Legg Mason Capital Managment June 2011 - August 2011
Chicago Investment Group June 2009 - August 2009
Barton Barton & Plotkin LLP June 2008 - August 2008
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Economics, Data Analysis, Bloomberg, Microsoft Excel, Research, PowerPoint, Bloomberg Terminal, Equity Research, Investment Banking, Valuation, Investments, Capital Markets, DCF
Education
The Johns Hopkins University 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics
The Dalton School 2000 — 2008
John Savin's Chicago Investment Group Experience 2004 - 2008
Job Sr. Wealth Manager at Newbridge Securities
Industry Financial Services
Experience
Newbridge Securities February 2008 - Present
Chicago Investment Group 2004 - 2008
Ladenburg Thalmann 2001 - 2004
Keller Williams 1998 - 2001
Savin your Health 1993 - 1997
Skills
Finance, Investments, Financial Planning, Mutual Funds, Equities, Wealth Management, Fixed Income, Financial Advisory, Retirement Planning, Alternative Investments, Insurance, Retirement, Securities, Investment Strategies
Education
City University of New York-College of Staten Island
Biology/Biological Sciences, General
Newbridge Securities February 2008 - Present
Chicago Investment Group 2004 - 2008
Ladenburg Thalmann 2001 - 2004
Keller Williams 1998 - 2001
Savin your Health 1993 - 1997
Skills
Finance, Investments, Financial Planning, Mutual Funds, Equities, Wealth Management, Fixed Income, Financial Advisory, Retirement Planning, Alternative Investments, Insurance, Retirement, Securities, Investment Strategies
Education
City University of New York-College of Staten Island
Biology/Biological Sciences, General
Donald Blanco Donald Blanco's Chicago Investment Group Experience May 2008 - September 2009
Job Insurance Agent at NL Financial Alliance
Industry Financial Services
Experience
NL Financial Alliance December 2010 - Present
Glass Capital Research Inc. July 2009 - September 2010
Chicago Investment Group May 2008 - September 2009
Hamlin Capital Management May 2007 - August 2007
Education
Dale Carneige School of Business 2006 — 2006
Marymount Manhattan College 2001 — 2005
Business/Finance, Management
NL Financial Alliance December 2010 - Present
Glass Capital Research Inc. July 2009 - September 2010
Chicago Investment Group May 2008 - September 2009
Hamlin Capital Management May 2007 - August 2007
Education
Dale Carneige School of Business 2006 — 2006
Marymount Manhattan College 2001 — 2005
Business/Finance, Management
Matt Egan Matt Egan's Chicago Investment Group Experience July 2006 - October 2007
Job Account Manager II at Windstream Communications
Industry Telecommunications
Experience
Windstream Communications January 2014 - Present
Windstream Communications April 2012 - January 2014
PAETEC Communications (Now Windstream) April 2011 - April 2012
PAETEC Communications (Now Windstream) November 2007 - April 2011
Chicago Investment Group July 2006 - October 2007
Market Insight December 2004 - June 2006
Skills
Sales, Salesforce.com, Telecommunications, VoIP, Account Management, Customer Retention, Telephony, Direct Sales, T1, MPLS VPN, Microsoft Office, Cloud Computing, Channel Partners, Solution Selling
Education
Penn State University
Windstream Communications January 2014 - Present
Windstream Communications April 2012 - January 2014
PAETEC Communications (Now Windstream) April 2011 - April 2012
PAETEC Communications (Now Windstream) November 2007 - April 2011
Chicago Investment Group July 2006 - October 2007
Market Insight December 2004 - June 2006
Skills
Sales, Salesforce.com, Telecommunications, VoIP, Account Management, Customer Retention, Telephony, Direct Sales, T1, MPLS VPN, Microsoft Office, Cloud Computing, Channel Partners, Solution Selling
Education
Penn State University
Jason Ellison Jason Ellison's Chicago Investment Group Experience June 2005 - August 2005
Job Advertising Review Principal at Foreside Financial Group, LLC
Industry Financial Services
Experience
Foreside Financial Group, LLC October 2011 - Present
Foreside Financial Group, LLC October 2009 - October 2011
Guardian Investor Services June 2007 - February 2009
RS Investments June 2007 - February 2009
Ameriprise Financial July 2006 - April 2007
Chicago Investment Group June 2005 - August 2005
Skills
Series 7, Mutual Funds, Investments, Series 63, Securities, Retirement Planning, 401k, Strategic Financial..., Fixed Annuities, Insurance, Estate Planning, Marketing, Series 6, Asset Managment, Asset Allocation, Wealth Management, Retirement, Sales Management, Outlook, Investment Advisory, Finance, Asset Management, Separately Managed..., FINRA, Series 24, Variable Annuities, Hedge Funds, Sales, Life Insurance, Financial Planners, Alternative Investments, ETFs, Series 65, Financial Services, Investment Strategies, Investment Management, Uniform Combined State...
Education
Hobart and William Smith Colleges 2002 — 2006
Psychology, Behavioral and Personality
Black River High School 1998 — 2002
Foreside Financial Group, LLC October 2011 - Present
Foreside Financial Group, LLC October 2009 - October 2011
Guardian Investor Services June 2007 - February 2009
RS Investments June 2007 - February 2009
Ameriprise Financial July 2006 - April 2007
Chicago Investment Group June 2005 - August 2005
Skills
Series 7, Mutual Funds, Investments, Series 63, Securities, Retirement Planning, 401k, Strategic Financial..., Fixed Annuities, Insurance, Estate Planning, Marketing, Series 6, Asset Managment, Asset Allocation, Wealth Management, Retirement, Sales Management, Outlook, Investment Advisory, Finance, Asset Management, Separately Managed..., FINRA, Series 24, Variable Annuities, Hedge Funds, Sales, Life Insurance, Financial Planners, Alternative Investments, ETFs, Series 65, Financial Services, Investment Strategies, Investment Management, Uniform Combined State...
Education
Hobart and William Smith Colleges 2002 — 2006
Psychology, Behavioral and Personality
Black River High School 1998 — 2002
Enk Zgjani Enk Zgjani's Chicago Investment Group Experience October 2009 - December 2009
Job Associate Manager, Professional Affairs Finance
Industry Medical Devices
Experience
Stryker January 2015 - Present
Stryker Orthopaedics September 2013 - January 2015
Stryker Orthopaedics October 2010 - October 2013
Chicago Investment Group October 2009 - December 2009
Citigroup Smith Barney June 2008 - August 2008
Skills
Financial Analysis, Forecasting, Sales Operations, Process Improvement
Education
Rutgers Business School 2005 — 2009
Bachelor of Science, Finance
PCTI
PCTI
Stryker January 2015 - Present
Stryker Orthopaedics September 2013 - January 2015
Stryker Orthopaedics October 2010 - October 2013
Chicago Investment Group October 2009 - December 2009
Citigroup Smith Barney June 2008 - August 2008
Skills
Financial Analysis, Forecasting, Sales Operations, Process Improvement
Education
Rutgers Business School 2005 — 2009
Bachelor of Science, Finance
PCTI
PCTI
Sandra Schildgen Sandra Schildgen's Chicago Investment Group Experience March 2009 - June 2010
Job Elder Law Attorney
Industry Law Practice
Experience
Generation Law 2007 - Present
Chicago Investment Group March 2009 - June 2010
UBS 2005 - 2007
NASD, now FINRA 1999 - 2005
University of Iowa 1996 - 1999
Skills
Elder Law, Wealth Management, Estate Administration, Medicaid, Trusts, Asset Protection, Estate Tax Planning, Wills, Guardianship, Long-term Care, Powers of Attorney, Appeals, Bankruptcy, Securities Litigation, Estate Law, Legal Research, Conservatorships, Estate Planning
Education
University of Iowa College of Law 1996 — 1998
JD, Law
Columbia University in the City of New York 1992 — 1996
BA, Urban Studies
South Miami 1989 — 1992
High School, High School Dipolma
Generation Law 2007 - Present
Chicago Investment Group March 2009 - June 2010
UBS 2005 - 2007
NASD, now FINRA 1999 - 2005
University of Iowa 1996 - 1999
Skills
Elder Law, Wealth Management, Estate Administration, Medicaid, Trusts, Asset Protection, Estate Tax Planning, Wills, Guardianship, Long-term Care, Powers of Attorney, Appeals, Bankruptcy, Securities Litigation, Estate Law, Legal Research, Conservatorships, Estate Planning
Education
University of Iowa College of Law 1996 — 1998
JD, Law
Columbia University in the City of New York 1992 — 1996
BA, Urban Studies
South Miami 1989 — 1992
High School, High School Dipolma
Nathan Bullock's Chicago Investment Group Experience November 2007 - August 2008
Job Analyst Investment Banking at Seidman & Company
Industry Investment Banking
Experience
Seidman & Company June 2010 - Present
Northern Trust June 2009 - January 2010
Chicago Investment Group November 2007 - August 2008
Education
Roosevelt University 2007 — 2009
BSBA, Finance
Seidman & Company June 2010 - Present
Northern Trust June 2009 - January 2010
Chicago Investment Group November 2007 - August 2008
Education
Roosevelt University 2007 — 2009
BSBA, Finance
Heidi Polak Heidi Polak's Chicago Investment Group Experience July 2008 - August 2008
Job Accounting Representative II, AAP at Day Air Credit Union
Industry Banking
Experience
Day Air Credit Union May 2010 - Present
GEICO (Government Employees Insurance Company) June 2009 - July 2009
Chicago Investment Group July 2008 - August 2008
Skills
Microsoft Excel, Analysis, Credit, Customer Service, Financial Analysis, Management, Time Management, Microsoft Word, Strategy, Portfolio Management, Budgets, Risk Management, Banking, PowerPoint, Investments, Accounting, Microsoft Office
Education
Ashland University 2006 — 2010
Bachelor of Science in Business Administration, Finance
Day Air Credit Union May 2010 - Present
GEICO (Government Employees Insurance Company) June 2009 - July 2009
Chicago Investment Group July 2008 - August 2008
Skills
Microsoft Excel, Analysis, Credit, Customer Service, Financial Analysis, Management, Time Management, Microsoft Word, Strategy, Portfolio Management, Budgets, Risk Management, Banking, PowerPoint, Investments, Accounting, Microsoft Office
Education
Ashland University 2006 — 2010
Bachelor of Science in Business Administration, Finance
Christina Vicari Christina Vicari's Chicago Investment Group Experience May 2009 - August 2009
Job Certified Legal Intern at State Attorney's Office
Industry Law Practice
Experience
State Attorney's Office January 2015 - May 2015
13th Judicial Circuit August 2014 - November 2014
Philip A. McLeod, PA May 2013 - August 2014
Stetson University College of Law August 2012 - August 2013
Dream Careers Inc. May 2012 - July 2012
Weiss, Grunor, Barclay & Barnett May 2008 - May 2012
Dream Careers Inc. June 2011 - August 2011
Chicago Investment Group May 2009 - August 2009
Skills
Microsoft Office, Legal Research, Communication, Public Speaking, Outlook, Leadership, PowerPoint, Fundraising, Management, Microsoft Word, Social Media, Research, Social Media Marketing, Event Planning, Social Networking, Microsoft Excel, Legal Writing, Westlaw, Nonprofits, Editing, Time Management
Education
Stetson University College of Law 2012 — 2015
Doctor of Law (J.D.), Advocacy, 1L
University of Central Florida - College of Business Administration 2007 — 2011
BS, Business Administration
University of Central Florida 2006 — 2011
BS, Business Administration
State Attorney's Office January 2015 - May 2015
13th Judicial Circuit August 2014 - November 2014
Philip A. McLeod, PA May 2013 - August 2014
Stetson University College of Law August 2012 - August 2013
Dream Careers Inc. May 2012 - July 2012
Weiss, Grunor, Barclay & Barnett May 2008 - May 2012
Dream Careers Inc. June 2011 - August 2011
Chicago Investment Group May 2009 - August 2009
Skills
Microsoft Office, Legal Research, Communication, Public Speaking, Outlook, Leadership, PowerPoint, Fundraising, Management, Microsoft Word, Social Media, Research, Social Media Marketing, Event Planning, Social Networking, Microsoft Excel, Legal Writing, Westlaw, Nonprofits, Editing, Time Management
Education
Stetson University College of Law 2012 — 2015
Doctor of Law (J.D.), Advocacy, 1L
University of Central Florida - College of Business Administration 2007 — 2011
BS, Business Administration
University of Central Florida 2006 — 2011
BS, Business Administration
Diana Bzdyk Diana Bzdyk's Chicago Investment Group Experience 2010 - 2010
Job Realtor at Dream Town Realty
Industry Real Estate
Experience
Dream Town Realty June 2010 - Present
Realty Executives March 2007 - June 2010
Chicago Investment Group 2010 - 2010
David James Group 2003 - 2008
The NPD Group April 2004 - January 2005
Skills
Real Estate, Negotiation, Lead Generation, Listings, Marketing, First Time Home Buyers, Sellers, Short Sales, Real Estate Transactions, Email Marketing, New Business Development, Foreclosures
Education
DePaul University 2002 — 2003
management, ime marketing
Dream Town Realty June 2010 - Present
Realty Executives March 2007 - June 2010
Chicago Investment Group 2010 - 2010
David James Group 2003 - 2008
The NPD Group April 2004 - January 2005
Skills
Real Estate, Negotiation, Lead Generation, Listings, Marketing, First Time Home Buyers, Sellers, Short Sales, Real Estate Transactions, Email Marketing, New Business Development, Foreclosures
Education
DePaul University 2002 — 2003
management, ime marketing
Robert Bullard Robert Bullard's Chicago Investment Group Experience November 2002 - September 2010
Job Senior Compliance Officer at David A. Noyes & Co.
Industry Financial Services
Experience
David A. Noyes & Co. October 2014 - Present
Thrivent Financial April 2014 - October 2014
Big Three January 2011 - April 2014
Advanced Equities April 2012 - January 2013
Chicago Investment Group November 2002 - September 2010
Advanced Equities July 1999 - November 2002
Primex Trading December 1997 - July 1999
W.J. Nolan & Company August 1997 - November 1997
Skills
FINRA, Investments, Series 7, Series 63, Options, Series 24, Alternative Investments, Equities, Wealth Management, Trading, Securities, Asset Managment
Education
Roosevelt University
Business/Political Science
Saint Xavier University 1991 — 1995
Bachelor of Arts; Graduate B.A, Political Science
Cook County State's Attorney's Office
InternshipCook County State's Attorney's Office
Roosevelt University
Masters Program, Business/Political Science
David A. Noyes & Co. October 2014 - Present
Thrivent Financial April 2014 - October 2014
Big Three January 2011 - April 2014
Advanced Equities April 2012 - January 2013
Chicago Investment Group November 2002 - September 2010
Advanced Equities July 1999 - November 2002
Primex Trading December 1997 - July 1999
W.J. Nolan & Company August 1997 - November 1997
Skills
FINRA, Investments, Series 7, Series 63, Options, Series 24, Alternative Investments, Equities, Wealth Management, Trading, Securities, Asset Managment
Education
Roosevelt University
Business/Political Science
Saint Xavier University 1991 — 1995
Bachelor of Arts; Graduate B.A, Political Science
Cook County State's Attorney's Office
InternshipCook County State's Attorney's Office
Roosevelt University
Masters Program, Business/Political Science
Julia Lukicheva's Chicago Investment Group Experience February 2005 - February 2007
Job Assistant Vice President of Marketing, RedRidge Finance Group
Industry Financial Services
Experience
RedRidge Finance Group September 2012 - Present
ExWorks Capital 2015 - 2015
Seacrest Trading Corporation February 2011 - July 2012
BLUE Future School January 2010 - March 2011
Hillenbrand Partners March 2007 - October 2009
Chicago Investment Group February 2005 - February 2007
Skills
Investments, Financial Analysis, Microsoft Excel, Customer Service, Accounting, Microsoft Word, Portfolio Management, Microsoft Office, Marketing, Sales, PowerPoint, Risk Management, Account Management, Management, Team Building, Insurance, Outlook, QuickBooks, Recruiting, New Business Development, Training
Education
DePaul University 2003 — 2007
Finance, Finance, Business Administration, Economics, German
RedRidge Finance Group September 2012 - Present
ExWorks Capital 2015 - 2015
Seacrest Trading Corporation February 2011 - July 2012
BLUE Future School January 2010 - March 2011
Hillenbrand Partners March 2007 - October 2009
Chicago Investment Group February 2005 - February 2007
Skills
Investments, Financial Analysis, Microsoft Excel, Customer Service, Accounting, Microsoft Word, Portfolio Management, Microsoft Office, Marketing, Sales, PowerPoint, Risk Management, Account Management, Management, Team Building, Insurance, Outlook, QuickBooks, Recruiting, New Business Development, Training
Education
DePaul University 2003 — 2007
Finance, Finance, Business Administration, Economics, German
Bart Webb's Chicago Investment Group Experience August 2004 - April 2010
Job Account Executive, Private Client Services at Kenilworth Asset Management
Industry Financial Services
Experience
Kenilworth Asset Management 2010 - Present
Chicago Investment Group August 2004 - April 2010
Chicago Investment 2005 - 2010
Chicago Investment 2005 - 2010
Chicago Investment 2005 - 2010
Chicago Investment 2005 - 2010
Web Street Securities August 2000 - May 2004
B.C.S. Securities September 1996 - June 2000
Skills
Private Equity, Banking, Investments, Asset Managment, Portfolio Management, Business Development, Equities, Trading, Derivatives, Wealth Management, Financial Services, Options, Hedge Funds, Trading Systems, Asset Management, Retirement, Investment Banking, Currency, Finance, Financial Markets, Investment Strategies, Retirement Planning, Bonds, Fixed Income, Alternative Investments, Capital Markets, Securities, Series 7, Financial Analysis
Education
Loyola University of Chicago 1984 — 1989
Bachelor of Arts (B.A.), Political Science/ Government and Philosophy
The Marian Central High School 1980 — 1984
Kenilworth Asset Management 2010 - Present
Chicago Investment Group August 2004 - April 2010
Chicago Investment 2005 - 2010
Chicago Investment 2005 - 2010
Chicago Investment 2005 - 2010
Chicago Investment 2005 - 2010
Web Street Securities August 2000 - May 2004
B.C.S. Securities September 1996 - June 2000
Skills
Private Equity, Banking, Investments, Asset Managment, Portfolio Management, Business Development, Equities, Trading, Derivatives, Wealth Management, Financial Services, Options, Hedge Funds, Trading Systems, Asset Management, Retirement, Investment Banking, Currency, Finance, Financial Markets, Investment Strategies, Retirement Planning, Bonds, Fixed Income, Alternative Investments, Capital Markets, Securities, Series 7, Financial Analysis
Education
Loyola University of Chicago 1984 — 1989
Bachelor of Arts (B.A.), Political Science/ Government and Philosophy
The Marian Central High School 1980 — 1984
Tom Price's Chicago Investment Group Experience August 2007 - December 2007
Job
Industry Oil & Energy
Experience
Hess Energy Trading Co May 2014 - January 2015
Direct Energy January 2014 - May 2014
Hess Corporation August 2012 - January 2014
Hess Corporation March 2011 - August 2012
Luthin Associates August 2009 - March 2011
Village of Wappingers Falls February 2009 - April 2009
Chicago Investment Group August 2007 - December 2007
Skills
Energy, Renewable Energy, Analysis, Energy Management, Financial Modeling, Energy Markets, Microsoft Excel, MS Excel Pivot Tables, Energy Industry, NYISO, Commodity Markets, Natural Gas, Electricity Markets, Commodity, Trading, Sales, Contract Negotiation, Management
Education
Marist College 2010 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Marist College 2005 — 2009
Bachelor of Arts (B.A.), Economics Minor:Business/Marketing
Hess Energy Trading Co May 2014 - January 2015
Direct Energy January 2014 - May 2014
Hess Corporation August 2012 - January 2014
Hess Corporation March 2011 - August 2012
Luthin Associates August 2009 - March 2011
Village of Wappingers Falls February 2009 - April 2009
Chicago Investment Group August 2007 - December 2007
Skills
Energy, Renewable Energy, Analysis, Energy Management, Financial Modeling, Energy Markets, Microsoft Excel, MS Excel Pivot Tables, Energy Industry, NYISO, Commodity Markets, Natural Gas, Electricity Markets, Commodity, Trading, Sales, Contract Negotiation, Management
Education
Marist College 2010 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Marist College 2005 — 2009
Bachelor of Arts (B.A.), Economics Minor:Business/Marketing
Joseph Baffoe's Chicago Investment Group Experience 1993 - 2010
Job American Trust Investment Services, LLC
Industry Venture Capital & Private Equity
Experience
Catalyst Capital Group, LLC October 2010 - Present
Chicago Investment Group 1993 - 2010
Skills
Private Placements, Private Equity, Equities, Due Diligence, Alternative Investments, Venture Capital, Hedge Funds, Leadership, Management, Start-ups
Education
DePaul University 1981 — 1985
Catalyst Capital Group, LLC October 2010 - Present
Chicago Investment Group 1993 - 2010
Skills
Private Placements, Private Equity, Equities, Due Diligence, Alternative Investments, Venture Capital, Hedge Funds, Leadership, Management, Start-ups
Education
DePaul University 1981 — 1985
Richard D'Andrea's Chicago Investment Group Experience March 2003 - Present
Job Vice President, Chicago Investment Group LLC
Industry Investment Banking
Experience
Chicago Investment Group March 2003 - Present
Education
Florida State University 1995 — 2000
Marshall University 1995 — 1998
AA, Business Finance
Chicago Investment Group March 2003 - Present
Education
Florida State University 1995 — 2000
Marshall University 1995 — 1998
AA, Business Finance
Howard Rosenburg's Chicago Investment Group Experience February 2008 - August 2010
Job Business and Securities Litigation Attorney
Industry Law Practice
Experience
Kopecky Schumacher Bleakley Rosenburg PC August 2010 - Present
Chicago Investment Group February 2008 - August 2010
DLA Piper US LLP 2003 - January 2008
United States Securities and Exchange Commission 1998 - 2001
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1995 — 1998
JD
University of Illinois at Urbana-Champaign 1991 — 1995
BS, Advertising
Ida Crown Jewish Academy 1987 — 1991
Hillel Torah 1979 — 1987
Kopecky Schumacher Bleakley Rosenburg PC August 2010 - Present
Chicago Investment Group February 2008 - August 2010
DLA Piper US LLP 2003 - January 2008
United States Securities and Exchange Commission 1998 - 2001
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1995 — 1998
JD
University of Illinois at Urbana-Champaign 1991 — 1995
BS, Advertising
Ida Crown Jewish Academy 1987 — 1991
Hillel Torah 1979 — 1987
Lance Cooley's Chicago Investment Group Experience January 2004 - Present
Job Vice President at Chicago Investment Group
Industry Financial Services
Experience
Chicago Investment Group January 2004 - Present
Education
The University of Texas at Austin 2000 — 2003
Chicago Investment Group January 2004 - Present
Education
The University of Texas at Austin 2000 — 2003
Matthew Wheeler's Chicago Investment Group Experience August 2007 - November 2008
Job Sales Executive at Datto, Inc.
Industry Marketing and Advertising
Experience
Datto, Inc. October 2014 - Present
Red Spot Interactive August 2013 - October 2014
Allegis Group November 2008 - June 2013
Chicago Investment Group August 2007 - November 2008
Skills
Recruiting, Networking, Cold Calling, New Business Development, Technical Recruiting, Executive Search, Contract Recruitment, Construction, Contract Management, Feasibility Studies, Engineers, Construction Management, Civil Engineering, Project Estimation, Contract Negotiation, Talent Acquisition, Business Development, Process Scheduler, Proposal Writing, Project Planning, Temporary Placement, Project Management, Management, Lead Generation, CRM, Sales, Team Building, Account Management, Microsoft Office, Marketing
Education
NYU Schack Institute of Real Estate
Elon University - Martha and Spencer Love School of Business 2004 — 2007
Bachelor of Science, Business & Finance
Kingswood-Oxford 1999 — 2003
Bachelor of Science, Business & Finance
Datto, Inc. October 2014 - Present
Red Spot Interactive August 2013 - October 2014
Allegis Group November 2008 - June 2013
Chicago Investment Group August 2007 - November 2008
Skills
Recruiting, Networking, Cold Calling, New Business Development, Technical Recruiting, Executive Search, Contract Recruitment, Construction, Contract Management, Feasibility Studies, Engineers, Construction Management, Civil Engineering, Project Estimation, Contract Negotiation, Talent Acquisition, Business Development, Process Scheduler, Proposal Writing, Project Planning, Temporary Placement, Project Management, Management, Lead Generation, CRM, Sales, Team Building, Account Management, Microsoft Office, Marketing
Education
NYU Schack Institute of Real Estate
Elon University - Martha and Spencer Love School of Business 2004 — 2007
Bachelor of Science, Business & Finance
Kingswood-Oxford 1999 — 2003
Bachelor of Science, Business & Finance
Jonathan Huggs's Chicago Investment Group Experience May 2008 - August 2008
Job Accountant at Department of Homeland Security
Industry Government Administration
Experience
Department of Homeland Security May 2009 - Present
Chicago Investment Group May 2008 - August 2008
Primerica Financial Services May 2007 - August 2007
Liberty Mutual Insurance May 2006 - August 2006
Education
Florida Agricultural and Mechanical University 2005 — 2009
Department of Homeland Security May 2009 - Present
Chicago Investment Group May 2008 - August 2008
Primerica Financial Services May 2007 - August 2007
Liberty Mutual Insurance May 2006 - August 2006
Education
Florida Agricultural and Mechanical University 2005 — 2009
Bernard Frascarelli's Chicago Investment Group Experience June 2008 - August 2008
Job Banker at Quicken Loans
Industry Financial Services
Experience
Quicken Loans June 2012 - Present
Detroit Financial Group February 2010 - June 2012
The Advanced Strategies Group, Inc. May 2009 - February 2010
Chicago Investment Group June 2008 - August 2008
Axxis Corporation May 2005 - May 2008
Education
University of Michigan-Dearborn 2005 — 2009
BA, Economics
Huron
Quicken Loans June 2012 - Present
Detroit Financial Group February 2010 - June 2012
The Advanced Strategies Group, Inc. May 2009 - February 2010
Chicago Investment Group June 2008 - August 2008
Axxis Corporation May 2005 - May 2008
Education
University of Michigan-Dearborn 2005 — 2009
BA, Economics
Huron
Allan Pecka's Chicago Investment Group Experience 2007 - 2009
Job Private Bank Service Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2013 - Present
JPMorgan Chase August 2009 - August 2013
Chicago Investment Group 2007 - 2009
Skills
Banking, Financial Services, Private Equity, Time Management, Investments, Series 7, Series 63, Portfolio Management, Mutual Funds, Securities, Asset Management, Equities, Retirement Planning, Risk Management, Fixed Income, Wealth Management, Strategic Financial..., Series 24, Finance, Private Banking, Stocks
Education
DePaul University 2003 — 2007
Bachelors, Finance
JPMorgan Chase August 2013 - Present
JPMorgan Chase August 2009 - August 2013
Chicago Investment Group 2007 - 2009
Skills
Banking, Financial Services, Private Equity, Time Management, Investments, Series 7, Series 63, Portfolio Management, Mutual Funds, Securities, Asset Management, Equities, Retirement Planning, Risk Management, Fixed Income, Wealth Management, Strategic Financial..., Series 24, Finance, Private Banking, Stocks
Education
DePaul University 2003 — 2007
Bachelors, Finance
Anjuli Saluja's Chicago Investment Group Experience May 2008 - July 2008
Job VP at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank February 2015 - Present
Barclays Investment Bank June 2013 - February 2015
Barclays Capital February 2011 - June 2013
Barclays Investment Bank August 2009 - February 2011
Chicago Investment Group May 2008 - July 2008
Education
University of Pittsburgh 2005 — 2009
Bachelor of Science, Finance, Minor in Economics
Barclays Investment Bank February 2015 - Present
Barclays Investment Bank June 2013 - February 2015
Barclays Capital February 2011 - June 2013
Barclays Investment Bank August 2009 - February 2011
Chicago Investment Group May 2008 - July 2008
Education
University of Pittsburgh 2005 — 2009
Bachelor of Science, Finance, Minor in Economics
Bill Gleaves's Chicago Investment Group Experience September 2008 - March 2010
Job Experienced Risk Management & Insurance Executive | Trusted Advisor | Business Problem Solver
Industry Insurance
Experience
Connor & Gallagher Insurance Services, Inc. January 2014 - Present
Investment Consulting Services, LLC September 2011 - November 2013
SeatExchange Corporation March 2010 - March 2011
Chicago Investment Group September 2008 - March 2010
Thilman Filippini August 2003 - September 2008
Lexington Securites/Madison Securities March 1994 - June 2001
Skills
Management, Mergers & Acquisitions, Investments, Strategy, Risk Management, Finance, New Business Development, Insurance, Strategic Planning, Start-ups
Education
DePaul University 1983 — 1988
Bachelor's Degree, Finance
Morgan Park Academy 1979 — 1983
High School
Hartford School of insurance
Connor & Gallagher Insurance Services, Inc. January 2014 - Present
Investment Consulting Services, LLC September 2011 - November 2013
SeatExchange Corporation March 2010 - March 2011
Chicago Investment Group September 2008 - March 2010
Thilman Filippini August 2003 - September 2008
Lexington Securites/Madison Securities March 1994 - June 2001
Skills
Management, Mergers & Acquisitions, Investments, Strategy, Risk Management, Finance, New Business Development, Insurance, Strategic Planning, Start-ups
Education
DePaul University 1983 — 1988
Bachelor's Degree, Finance
Morgan Park Academy 1979 — 1983
High School
Hartford School of insurance
Andor Cakanj's Chicago Investment Group Experience January 2008 - December 2010
Job
Industry Financial Services
Experience
Newbridge Securities December 2010 - Present
Chicago Investment Group January 2008 - December 2010
Education
Harvard University 2008 — 2010
Masters, Government
University of Buckingham 2006 — 2008
Masters in Business Administration, Finance
The Nottingham Trent University 2001 — 2005
International Business, Finance
Newbridge Securities December 2010 - Present
Chicago Investment Group January 2008 - December 2010
Education
Harvard University 2008 — 2010
Masters, Government
University of Buckingham 2006 — 2008
Masters in Business Administration, Finance
The Nottingham Trent University 2001 — 2005
International Business, Finance
Danny Calim's Chicago Investment Group Experience August 2006 - October 2007
Job Research Analyst at Cox Media
Industry Online Media
Experience
Cox Media October 2010 - Present
MetLife January 2008 - March 2010
Chicago Investment Group August 2006 - October 2007
McCann Erickson December 2002 - August 2006
Skills
Creative Writing
Education
University of Michigan 1990 — 1994
BA, English
Cox Media October 2010 - Present
MetLife January 2008 - March 2010
Chicago Investment Group August 2006 - October 2007
McCann Erickson December 2002 - August 2006
Skills
Creative Writing
Education
University of Michigan 1990 — 1994
BA, English
Joseph Kaplan's Chicago Investment Group Experience 2009 - 2010
Job Account Executive at CBS2/WBBMTV
Industry Marketing and Advertising
Experience
WBBM-TV July 2015 - Present
Outfront Media August 2010 - July 2015
Chicago Investment Group 2009 - 2010
UBS Wealth Management 2006 - 2009
Estates of Refco, Inc 2002 - 2005
Millennium Sales & Marketing 1998 - 2001
Blair Television 1996 - 1998
Skills
Account Management, Media Buying, Marketing Strategy, Advertising, Media Planning, Advertising Sales, Negotiation, New Business Development, Market Research, Lead Generation, Digital Marketing, Online Advertising, Marketing Communications, Online Marketing, Integrated Marketing, B2B, Digital Media, Sales Presentations, Social Media Marketing, Email Marketing, Strategic Partnerships
Education
Boston University 1988 — 1993
BS, College of Communication
GBN
GBN
GBN
GBN
WBBM-TV July 2015 - Present
Outfront Media August 2010 - July 2015
Chicago Investment Group 2009 - 2010
UBS Wealth Management 2006 - 2009
Estates of Refco, Inc 2002 - 2005
Millennium Sales & Marketing 1998 - 2001
Blair Television 1996 - 1998
Skills
Account Management, Media Buying, Marketing Strategy, Advertising, Media Planning, Advertising Sales, Negotiation, New Business Development, Market Research, Lead Generation, Digital Marketing, Online Advertising, Marketing Communications, Online Marketing, Integrated Marketing, B2B, Digital Media, Sales Presentations, Social Media Marketing, Email Marketing, Strategic Partnerships
Education
Boston University 1988 — 1993
BS, College of Communication
GBN
GBN
GBN
GBN
Rebecca Ng's Chicago Investment Group Experience June 2007 - August 2007
Job Senior Consultant at Evolent Health
Industry Hospital & Health Care
Experience
Evolent Health March 2015 - Present
Trinity Health (HQ Michigan) August 2014 - March 2015
Trinity Health April 2013 - August 2014
Trinity Health June 2012 - April 2013
Emory Healthcare February 2011 - May 2012
Deloitte June 2011 - August 2011
Centers for Disease Control and Prevention October 2010 - April 2011
New York City Department of Education June 2008 - August 2008
Chicago Investment Group June 2007 - August 2007
Skills
Lean Tools, Six Sigma, Public Health, Healthcare, Healthcare Management, Microsoft Office, PowerPoint, Literature Reviews, Hospitals, Spanish, Customer Service, Microsoft Excel, Visio, Minitab, Clinical Research, Program Management, Program Evaluation, Program Development, Process Improvement, Patient Safety, Leadership
Education
Emory University - Rollins School of Public Health 2010 — 2012
MPH
University of Michigan 2007 — 2009
Bachelor of Arts
New York University 2005 — 2006
The Pingry School 2001 — 2005
High School Diploma
Evolent Health March 2015 - Present
Trinity Health (HQ Michigan) August 2014 - March 2015
Trinity Health April 2013 - August 2014
Trinity Health June 2012 - April 2013
Emory Healthcare February 2011 - May 2012
Deloitte June 2011 - August 2011
Centers for Disease Control and Prevention October 2010 - April 2011
New York City Department of Education June 2008 - August 2008
Chicago Investment Group June 2007 - August 2007
Skills
Lean Tools, Six Sigma, Public Health, Healthcare, Healthcare Management, Microsoft Office, PowerPoint, Literature Reviews, Hospitals, Spanish, Customer Service, Microsoft Excel, Visio, Minitab, Clinical Research, Program Management, Program Evaluation, Program Development, Process Improvement, Patient Safety, Leadership
Education
Emory University - Rollins School of Public Health 2010 — 2012
MPH
University of Michigan 2007 — 2009
Bachelor of Arts
New York University 2005 — 2006
The Pingry School 2001 — 2005
High School Diploma
Elyssa Greene's Chicago Investment Group Experience October 2006 - March 2008
Job Student at New Jersey City University
Industry Financial Services
Experience
New Jersey City University September 2013 - Present
UBS Wealth Management November 2011 - August 2013
Ziff Davis Enterprise January 2011 - October 2011
Initiative March 2008 - April 2010
Chicago Investment Group October 2006 - March 2008
Skills
Digital Marketing, Integrated Marketing, Social Media Marketing, Marketing Communications, Online Advertising, Digital Media, Digital Strategy, Email Marketing, Social Media, Advertising, Media Planning, Online Marketing, Marketing Strategy, Media Buying, Lead Generation
Education
New Jersey City University 2013 — 2015
Master of Arts (MA), School Counseling
Rutgers University-New Brunswick 2002 — 2006
BA, Sociology
New Jersey City University September 2013 - Present
UBS Wealth Management November 2011 - August 2013
Ziff Davis Enterprise January 2011 - October 2011
Initiative March 2008 - April 2010
Chicago Investment Group October 2006 - March 2008
Skills
Digital Marketing, Integrated Marketing, Social Media Marketing, Marketing Communications, Online Advertising, Digital Media, Digital Strategy, Email Marketing, Social Media, Advertising, Media Planning, Online Marketing, Marketing Strategy, Media Buying, Lead Generation
Education
New Jersey City University 2013 — 2015
Master of Arts (MA), School Counseling
Rutgers University-New Brunswick 2002 — 2006
BA, Sociology
Igor Goldvekht's Chicago Investment Group Experience May 2009 - August 2009
Job Corporate Finance Associate at Argo Group International Holdings
Industry Investment Banking
Experience
Argo Group International Holdings, Ltd. November 2014 - Present
Argo Group International Holdings, Ltd. January 2013 - November 2014
BBVA May 2012 - December 2012
EuroConsult, Inc. March 2012 - May 2012
Chiron Capital May 2011 - August 2011
AllianceBernstein June 2010 - August 2010
Chicago Investment Group May 2009 - August 2009
Skills
Financial Analysis, Bloomberg, Investment Banking, Capital IQ, Equities, Bloomberg Terminal, Financial Modeling, Corporate Finance, Valuation, Fixed Income, Investments, DCF, Microsoft Excel, Equity Research
Education
The George Washington University
Bachelor of Science, Economics
Argo Group International Holdings, Ltd. November 2014 - Present
Argo Group International Holdings, Ltd. January 2013 - November 2014
BBVA May 2012 - December 2012
EuroConsult, Inc. March 2012 - May 2012
Chiron Capital May 2011 - August 2011
AllianceBernstein June 2010 - August 2010
Chicago Investment Group May 2009 - August 2009
Skills
Financial Analysis, Bloomberg, Investment Banking, Capital IQ, Equities, Bloomberg Terminal, Financial Modeling, Corporate Finance, Valuation, Fixed Income, Investments, DCF, Microsoft Excel, Equity Research
Education
The George Washington University
Bachelor of Science, Economics
Shelley Leong's Chicago Investment Group Experience June 2010 - July 2010
Job Corporate Development at Tervita Corporation
Industry Financial Services
Experience
Tervita Corporation January 2014 - Present
Tervita Corporation January 2012 - December 2013
CME Group January 2011 - December 2011
CME Group August 2010 - August 2010
Chicago Investment Group June 2010 - July 2010
Mercer Health & Benefits May 2009 - July 2009
Skills
Research, Business Development, Strategic Planning, Data Analysis, Investments, PowerPoint, Business Analysis, Finance
Education
CFA Institute
2015 Level III Candidate in the CFA Program
Queen's University 2006 — 2010
BSCH, Major in Biochemistry, Minor in Psychology
Sentinel Secondary School
Tervita Corporation January 2014 - Present
Tervita Corporation January 2012 - December 2013
CME Group January 2011 - December 2011
CME Group August 2010 - August 2010
Chicago Investment Group June 2010 - July 2010
Mercer Health & Benefits May 2009 - July 2009
Skills
Research, Business Development, Strategic Planning, Data Analysis, Investments, PowerPoint, Business Analysis, Finance
Education
CFA Institute
2015 Level III Candidate in the CFA Program
Queen's University 2006 — 2010
BSCH, Major in Biochemistry, Minor in Psychology
Sentinel Secondary School
Brian Aiello's Chicago Investment Group Experience June 2006 - October 2008
Job Group Sales Manager at New York Jets
Industry Sports
Experience
New York Jets August 2011 - Present
New York Islanders April 2009 - August 2011
Chicago Investment Group June 2006 - October 2008
Skills
Sports Management, Sports, Ticket Sales, Archtics, Sports Marketing
Education
Florida State University 2002 — 2006
Bachelor's degree, Sports Management
New York Jets August 2011 - Present
New York Islanders April 2009 - August 2011
Chicago Investment Group June 2006 - October 2008
Skills
Sports Management, Sports, Ticket Sales, Archtics, Sports Marketing
Education
Florida State University 2002 — 2006
Bachelor's degree, Sports Management
Lauren (Kappel) Zitzka's Chicago Investment Group Experience March 2006 - March 2007
Job Independent Distributor at Young Living Essential Oils
Industry Financial Services
Experience
Young Living Essential Oils November 2014 - Present
Viridian Energy September 2013 - Present
SunGard Global Trading December 2010 - November 2013
Horwitz and Associates July 2008 - December 2010
Chicago Investment Group March 2006 - March 2007
Skills
Securities, Financial Markets, Bloomberg, Fixed Income, Essential Oils, Network Marketing, Entrepreneurship, Team Builder, Trading Systems, Equities, Trading, Electronic Trading, Series 7, Options, Series 63, Series 65, Equity Trading, FINRA, Market Data, series 31, Fix Protocol
Education
DePaul University 2001 — 2005
Bachelor of Science (B.S.), Finance (Honors)
Young Living Essential Oils November 2014 - Present
Viridian Energy September 2013 - Present
SunGard Global Trading December 2010 - November 2013
Horwitz and Associates July 2008 - December 2010
Chicago Investment Group March 2006 - March 2007
Skills
Securities, Financial Markets, Bloomberg, Fixed Income, Essential Oils, Network Marketing, Entrepreneurship, Team Builder, Trading Systems, Equities, Trading, Electronic Trading, Series 7, Options, Series 63, Series 65, Equity Trading, FINRA, Market Data, series 31, Fix Protocol
Education
DePaul University 2001 — 2005
Bachelor of Science (B.S.), Finance (Honors)
WILLIAM BRITO's Chicago Investment Group Experience April 2007 - June 2010
Job President
Industry Internet
Experience
Self-employed March 2013 - Present
Newbridge Securities June 2010 - Present
Chicago Investment Group April 2007 - June 2010
Education
St. John's University 1984 — 1988
Bachelor of Science (B.S.), Finance and Financial Management Services
Miami Dade College 1979 — 1982
Associate's degree, Design and Applied Arts
Self-employed March 2013 - Present
Newbridge Securities June 2010 - Present
Chicago Investment Group April 2007 - June 2010
Education
St. John's University 1984 — 1988
Bachelor of Science (B.S.), Finance and Financial Management Services
Miami Dade College 1979 — 1982
Associate's degree, Design and Applied Arts
Jack Eisenkramer's Chicago Investment Group Experience 2008 - 2011
Job Managing Director at Certitude Advisors LLC
Industry Investment Management
Experience
Certitude Advisors LLC 2014 - Present
Kenilworth Asset Management 2011 - 2014
Chicago Investment Group 2008 - 2011
UBS 1995 - 2008
Invex. 1992 - 1995
Education
Tulane University
Master of Public Health (MPH)
Tulane University
Bachelor of Science (B.Sc.)
Certitude Advisors LLC 2014 - Present
Kenilworth Asset Management 2011 - 2014
Chicago Investment Group 2008 - 2011
UBS 1995 - 2008
Invex. 1992 - 1995
Education
Tulane University
Master of Public Health (MPH)
Tulane University
Bachelor of Science (B.Sc.)