Chicago Partners
Description
Address: UBS Tower, 1 N Upper Wacker Dr #4110, Chicago, IL 60606 Hours: Open 24 hours SundayOpen 24 hoursMondayOpen 24 hoursTuesdayOpen 24 hoursWednesdayOpen 24 hoursThursdayOpen 24 hoursFridayOpen 24 hoursSaturdayOpen 24 hoursSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (312) 284-6367Category: Website: : Place name: : : : : : Website: https://www.chicagopartnersllc.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Chicago Partners Wealth Advisors Posting publicly on the Web Write a review Reviews 1 Google review From Chicago Partners Wealth Advisors "If you have any questions, please reach out to requests@chicagopartnersllc.com"
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Chicago Partners Employees
Employee
Years
Job
Industry
Conor Carney Conor Carney's Chicago Partners Experience September 2007 - December 2009
Job PhD Candidate in Economics at UC Santa Barbara
Industry Research
Experience
UC Santa Barbara September 2012 - Present
The World Bank May 2015 - September 2015
Tufts University September 2010 - May 2012
Conservation Farming Unit, Zambia May 2011 - September 2011
Harvard Business School October 2010 - February 2011
Chicago Partners (Navigant Consulting) January 2010 - August 2010
Chicago Partners September 2007 - December 2009
College of the Holy Cross May 2006 - August 2006
Skills
Stata, Economics, Valuation, Research, Finance, Investments, Econometrics, Accounting, Statistics, Intellectual Property, SAS, Quantitative Analytics, Statistical Modeling, Data Analysis, Microeconomics
Education
UC Santa Barbara 2012 — 2017
Doctor of Philosophy (PhD), Economics
University of California, Santa Barbara 2012 — 2013
Master of Arts (MA), Economics
Tufts University 2010 — 2012
Master of Science (MS), Economics
College of the Holy Cross 2003 — 2007
Bachelor of Arts (BA), Economics, Mathematics
Mt. Carmel High School 1999 — 2003
UC Santa Barbara September 2012 - Present
The World Bank May 2015 - September 2015
Tufts University September 2010 - May 2012
Conservation Farming Unit, Zambia May 2011 - September 2011
Harvard Business School October 2010 - February 2011
Chicago Partners (Navigant Consulting) January 2010 - August 2010
Chicago Partners September 2007 - December 2009
College of the Holy Cross May 2006 - August 2006
Skills
Stata, Economics, Valuation, Research, Finance, Investments, Econometrics, Accounting, Statistics, Intellectual Property, SAS, Quantitative Analytics, Statistical Modeling, Data Analysis, Microeconomics
Education
UC Santa Barbara 2012 — 2017
Doctor of Philosophy (PhD), Economics
University of California, Santa Barbara 2012 — 2013
Master of Arts (MA), Economics
Tufts University 2010 — 2012
Master of Science (MS), Economics
College of the Holy Cross 2003 — 2007
Bachelor of Arts (BA), Economics, Mathematics
Mt. Carmel High School 1999 — 2003
Gene L. Deetz Gene L. Deetz's Chicago Partners Experience July 2006 - April 2008
Job Managing Director at Navigant
Industry Management Consulting
Experience
Navigant May 2008 - Present
Chicago Partners July 2006 - April 2008
LECG May 2002 - June 2006
Skills
Business Valuation, Financial Analysis, Independant Examiner, Forensic Accounting, Financial Reporting, Accounting, Expert Witness, Tax, GAAP, Structured Finance, Litigation, Fraud, Civil Litigation, Dispute, Investigation, Due Diligence
Education
California State University, Fresno
Bachelor's degree, Accounting and Economics
Navigant May 2008 - Present
Chicago Partners July 2006 - April 2008
LECG May 2002 - June 2006
Skills
Business Valuation, Financial Analysis, Independant Examiner, Forensic Accounting, Financial Reporting, Accounting, Expert Witness, Tax, GAAP, Structured Finance, Litigation, Fraud, Civil Litigation, Dispute, Investigation, Due Diligence
Education
California State University, Fresno
Bachelor's degree, Accounting and Economics
Sam Hartzmark Sam Hartzmark's Chicago Partners Experience August 2007 - May 2008
Job Assistant Professor at University of Chicago Booth School of Business
Industry Higher Education
Experience
University of Chicago Booth School of Business July 2014 - Present
University of Southern California August 2010 - May 2014
Navigant Economics May 2008 - June 2010
Chicago Partners August 2007 - May 2008
Skills
Antitrust, Econometrics, Stata, Economics, SAS, Statistics, Analysis, Economic Research, Quantitative Analytics, R, Statistical Modeling, Time Series Analysis, Macroeconomics
Education
University of Southern California - Marshall School of Business 2010 — 2014
PhD, Finance and Business Economics
The University of Chicago - Booth School of Business 2004 — 2007
MBA
Emory University 2000 — 2004
BA, Math/Economics and Religion
Phoenix Country Day
University of Chicago Booth School of Business July 2014 - Present
University of Southern California August 2010 - May 2014
Navigant Economics May 2008 - June 2010
Chicago Partners August 2007 - May 2008
Skills
Antitrust, Econometrics, Stata, Economics, SAS, Statistics, Analysis, Economic Research, Quantitative Analytics, R, Statistical Modeling, Time Series Analysis, Macroeconomics
Education
University of Southern California - Marshall School of Business 2010 — 2014
PhD, Finance and Business Economics
The University of Chicago - Booth School of Business 2004 — 2007
MBA
Emory University 2000 — 2004
BA, Math/Economics and Religion
Phoenix Country Day
Boris Steffen, CPA, ASA, ABV, CDBV, CGMA Boris Steffen, CPA, ASA, ABV, CDBV, CGMA's Chicago Partners Experience February 2010 - April 2012
Job Managing Director, Gavin/Solmonese LLC
Industry Financial Services
Experience
Gavin/Solmonese LLC May 2012 - Present
American Bankruptcy Institute Journal August 2014 - Present
ABA Section of Litigation, Expert Witness Committee, Appraisal & Valuation Sub-Committee January 2013 - Present
Chicago Partners February 2010 - April 2012
Bates White 2000 - 2010
LECG 1998 - 2000
U.S. Generating, Inc. 1998 - 1998
Federal Trade Commission, Bureau of Competition 1991 - 1997
Inland Steel Industries, Inc. 1988 - 1991
Self Employed August 1972 - September 1988
Skills
Accounting, Antitrust & Competition..., Bankruptcy, Chapter 11, Contracts, Corporate Finance, Corporate Governance, Damages, ERISA, Expert Testimony, Feasibility, Fraudulent &..., Hostile takeovers, Intellectual Property &..., International..., Mergers & Acquisitions, Merger Efficiencies, Restructuring, Securities, Solvency, Strategy, Valuation, Expert Witness, Competition Law, Intellectual Property, Mergers, Joint Ventures, Private Equity, Finance, Start-ups, Debt Restructuring, Economics, Corporate Development, Litigation Consulting, Competitive Analysis, Venture Capital, Business Planning, Structured Finance, Financial Structuring, Securities Litigation, Cross-border..., Hedge Funds, M&A experience, Private Placements, LBO, Divestitures, Securities Regulation, Financial Modeling, Acquisitions, Litigation
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MM, Specializations in accounting and finance
DePaul University 1983 — 1985
BS, Finance
DePaul University 1974 — 1978
BM, Trumpet Performance
Proviso West High School 1970 — 1974
Gavin/Solmonese LLC May 2012 - Present
American Bankruptcy Institute Journal August 2014 - Present
ABA Section of Litigation, Expert Witness Committee, Appraisal & Valuation Sub-Committee January 2013 - Present
Chicago Partners February 2010 - April 2012
Bates White 2000 - 2010
LECG 1998 - 2000
U.S. Generating, Inc. 1998 - 1998
Federal Trade Commission, Bureau of Competition 1991 - 1997
Inland Steel Industries, Inc. 1988 - 1991
Self Employed August 1972 - September 1988
Skills
Accounting, Antitrust & Competition..., Bankruptcy, Chapter 11, Contracts, Corporate Finance, Corporate Governance, Damages, ERISA, Expert Testimony, Feasibility, Fraudulent &..., Hostile takeovers, Intellectual Property &..., International..., Mergers & Acquisitions, Merger Efficiencies, Restructuring, Securities, Solvency, Strategy, Valuation, Expert Witness, Competition Law, Intellectual Property, Mergers, Joint Ventures, Private Equity, Finance, Start-ups, Debt Restructuring, Economics, Corporate Development, Litigation Consulting, Competitive Analysis, Venture Capital, Business Planning, Structured Finance, Financial Structuring, Securities Litigation, Cross-border..., Hedge Funds, M&A experience, Private Placements, LBO, Divestitures, Securities Regulation, Financial Modeling, Acquisitions, Litigation
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MM, Specializations in accounting and finance
DePaul University 1983 — 1985
BS, Finance
DePaul University 1974 — 1978
BM, Trumpet Performance
Proviso West High School 1970 — 1974
Laura Flicker Laura Flicker's Chicago Partners Experience October 2007 - April 2008
Job Senior Accountant at GCI General Communication Inc.
Industry Accounting
Experience
GCI - General Communication Inc. November 2010 - Present
Navigant Consulting May 2008 - November 2010
Chicago Partners October 2007 - April 2008
Deloitte September 2006 - September 2007
Skills
GAAP, Sarbanes-Oxley Act
Education
University of Minnesota - Carlson School of Management 2001 — 2006
BSB, Accounting, Finance, Risk Management
GCI - General Communication Inc. November 2010 - Present
Navigant Consulting May 2008 - November 2010
Chicago Partners October 2007 - April 2008
Deloitte September 2006 - September 2007
Skills
GAAP, Sarbanes-Oxley Act
Education
University of Minnesota - Carlson School of Management 2001 — 2006
BSB, Accounting, Finance, Risk Management
Anne Alavi Anne Alavi's Chicago Partners Experience September 2004 - August 2005
Job Director of Finance and Grants Management at Jumpstart
Industry Civic & Social Organization
Experience
Jumpstart February 2014 - Present
Jumpstart June 2011 - February 2014
Jumpstart for Young Children June 2009 - July 2011
Jumpstart for Young Children September 2008 - June 2009
WestEd July 2007 - September 2008
Chicago Partners September 2004 - August 2005
American Language Center - Marrakesh January 2004 - June 2004
Chicago Partners September 2001 - September 2003
Simon and Schuster September 2000 - September 2001
Compass Lexecon August 1998 - August 2000
Skills
Program Evaluation, Policy Analysis, Non-profits, Grants, Public Policy, Research, Stata, Nonprofits, Organizational..., Project Management, Strategy, Leadership, Budgets, Program Management, Community Outreach, Grant Writing, Fundraising, Program Development, Volunteer Management
Education
Harris School of Public Policy at the University of Chicago 2005 — 2007
Master of Public Policy (M.P.P.)
The University of Chicago 2005 — 2007
Masters, Public Policy
Wesleyan University 1994 — 1998
BA
Jumpstart February 2014 - Present
Jumpstart June 2011 - February 2014
Jumpstart for Young Children June 2009 - July 2011
Jumpstart for Young Children September 2008 - June 2009
WestEd July 2007 - September 2008
Chicago Partners September 2004 - August 2005
American Language Center - Marrakesh January 2004 - June 2004
Chicago Partners September 2001 - September 2003
Simon and Schuster September 2000 - September 2001
Compass Lexecon August 1998 - August 2000
Skills
Program Evaluation, Policy Analysis, Non-profits, Grants, Public Policy, Research, Stata, Nonprofits, Organizational..., Project Management, Strategy, Leadership, Budgets, Program Management, Community Outreach, Grant Writing, Fundraising, Program Development, Volunteer Management
Education
Harris School of Public Policy at the University of Chicago 2005 — 2007
Master of Public Policy (M.P.P.)
The University of Chicago 2005 — 2007
Masters, Public Policy
Wesleyan University 1994 — 1998
BA
Thomas Byrne Jr. Thomas Byrne Jr.'s Chicago Partners Experience May 2007 - August 2007
Job Internal Auditor at The Heico Companies LLC
Industry Accounting
Experience
The Heico Companies LLC December 2012 - Present
Baker Tilly Virchow Krause, LLP November 2010 - December 2012
Harris Bank March 2010 - November 2010
Baker Tilly Virchow Krause, LLP May 2009 - August 2009
Navigant Consulting May 2008 - August 2008
Chicago Partners May 2007 - August 2007
Education
Illinois State University 2006 — 2010
Accounting, Finance, International Business
ICN Business School - Metz, France 2008 — 2008
Business Study Abroad Program
The Heico Companies LLC December 2012 - Present
Baker Tilly Virchow Krause, LLP November 2010 - December 2012
Harris Bank March 2010 - November 2010
Baker Tilly Virchow Krause, LLP May 2009 - August 2009
Navigant Consulting May 2008 - August 2008
Chicago Partners May 2007 - August 2007
Education
Illinois State University 2006 — 2010
Accounting, Finance, International Business
ICN Business School - Metz, France 2008 — 2008
Business Study Abroad Program
Kathleen Olen's Chicago Partners Experience January 2008 - May 2008
Job Executive Assistant at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners August 2012 - Present
Compass Lexecon May 2012 - August 2012
Navigant Economics June 2010 - May 2012
Navigant Economics May 2008 - June 2010
Chicago Partners January 2008 - May 2008
SCORE! Educational Centers June 2006 - January 2008
Education Nationale August 2005 - May 2006
Skills
Leadership, Microsoft Office, Research, Event Planning, Data Analysis, Social Media, Microsoft Excel, Operations Management, PowerPoint, Team Leadership, Time Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2017
Master of Science in Organization Development (MSOD)
The University of Chicago 2011 — 2012
Financial Decision Making Certificate (Graham School), Accounting & Finance
Lawrence University 2001 — 2005
BA, French, Education, Ethnic Studies
Vista Equity Partners August 2012 - Present
Compass Lexecon May 2012 - August 2012
Navigant Economics June 2010 - May 2012
Navigant Economics May 2008 - June 2010
Chicago Partners January 2008 - May 2008
SCORE! Educational Centers June 2006 - January 2008
Education Nationale August 2005 - May 2006
Skills
Leadership, Microsoft Office, Research, Event Planning, Data Analysis, Social Media, Microsoft Excel, Operations Management, PowerPoint, Team Leadership, Time Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2017
Master of Science in Organization Development (MSOD)
The University of Chicago 2011 — 2012
Financial Decision Making Certificate (Graham School), Accounting & Finance
Lawrence University 2001 — 2005
BA, French, Education, Ethnic Studies
Shefali Shah Shefali Shah's Chicago Partners Experience 2004 - 2006
Job Advertising Sales at Google
Industry Marketing and Advertising
Experience
Google January 2013 - Present
Epocrates June 2011 - January 2013
Genentech July 2009 - June 2011
Genentech June 2008 - August 2008
CGI January 2006 - June 2007
Chicago Partners 2004 - 2006
Skills
Brand Management, Analytics, Competitive Analysis, Strategic Partnerships, Product Launch, Business Strategy, Management Consulting, Mobile Marketing, Mobile Strategy, Expert relationship..., Partner Development, Account Management..., Marketing Strategy, Project Management, Salesforce.com, Digital Marketing, Mobile Advertising, Analysis, Strategy, Integrated Marketing, Marketing, Market Analysis, Online Marketing, SEM, Program Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA
The University of Chicago 2000 — 2003
BA, Economics
Noble and Greenough
Noble and Greenough
Google January 2013 - Present
Epocrates June 2011 - January 2013
Genentech July 2009 - June 2011
Genentech June 2008 - August 2008
CGI January 2006 - June 2007
Chicago Partners 2004 - 2006
Skills
Brand Management, Analytics, Competitive Analysis, Strategic Partnerships, Product Launch, Business Strategy, Management Consulting, Mobile Marketing, Mobile Strategy, Expert relationship..., Partner Development, Account Management..., Marketing Strategy, Project Management, Salesforce.com, Digital Marketing, Mobile Advertising, Analysis, Strategy, Integrated Marketing, Marketing, Market Analysis, Online Marketing, SEM, Program Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA
The University of Chicago 2000 — 2003
BA, Economics
Noble and Greenough
Noble and Greenough
Yoad Shefi Yoad Shefi's Chicago Partners Experience June 2009 - May 2011
Job Adjunct Professor of Economics and Strategy at University of Chicago Booth School of Business
Industry Research
Experience
Compass Lexecon June 2011 - Present
University of Chicago Booth School of Business June 2010 - Present
Chicago Partners June 2009 - May 2011
Israel Ministry of Defence, Budget Department February 2003 - July 2004
Israel Ministry of Defence, Budget Department January 2001 - February 2003
Skills
Statistics, Financial Modeling, Economics, Econometrics, Valuation, SAS, Financial Analysis, Stata, Mergers, Data Analysis, Analysis, Research, Antitrust, Matlab, R, Python, Strategy, Quantitative Analytics, Statistical Modeling, Competition Law, Mergers & Acquisitions, Corporate Finance, Management Consulting, Competitive Analysis
Education
The University of Chicago Booth School of Business 2004 — 2009
Ph.D., Economics
The University of Chicago - Booth School of Business 2007 — 2008
Master of Business Administration (MBA)
Tel Aviv University 2002 — 2004
M.Sc., Operations Research
Bar-Ilan University 1995 — 1998
B.A., Economics and Accounting
Compass Lexecon June 2011 - Present
University of Chicago Booth School of Business June 2010 - Present
Chicago Partners June 2009 - May 2011
Israel Ministry of Defence, Budget Department February 2003 - July 2004
Israel Ministry of Defence, Budget Department January 2001 - February 2003
Skills
Statistics, Financial Modeling, Economics, Econometrics, Valuation, SAS, Financial Analysis, Stata, Mergers, Data Analysis, Analysis, Research, Antitrust, Matlab, R, Python, Strategy, Quantitative Analytics, Statistical Modeling, Competition Law, Mergers & Acquisitions, Corporate Finance, Management Consulting, Competitive Analysis
Education
The University of Chicago Booth School of Business 2004 — 2009
Ph.D., Economics
The University of Chicago - Booth School of Business 2007 — 2008
Master of Business Administration (MBA)
Tel Aviv University 2002 — 2004
M.Sc., Operations Research
Bar-Ilan University 1995 — 1998
B.A., Economics and Accounting
Alexander Barnett Alexander Barnett's Chicago Partners Experience May 2007 - August 2009
Job MBA Candidate at University of Chicago Booth School of Business
Industry Higher Education
Experience
Charles River Associates March 2014 - December 2014
Charles River Associates February 2013 - March 2014
Navigant Economics June 2010 - February 2013
Chicago Partners May 2007 - August 2009
Skills
Financial Services, Joint Ventures, Business Case, Stata, Market Entry, Organizational..., Economics, Data Analysis, Corporate Finance, Finance, Qualitative Research, Econometrics, Strategy, Leadership, Quantitative Analytics
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General Management, Statistics and Econometrics
University of Michigan 2006 — 2010
BA, Economics, Statistics
Charles River Associates March 2014 - December 2014
Charles River Associates February 2013 - March 2014
Navigant Economics June 2010 - February 2013
Chicago Partners May 2007 - August 2009
Skills
Financial Services, Joint Ventures, Business Case, Stata, Market Entry, Organizational..., Economics, Data Analysis, Corporate Finance, Finance, Qualitative Research, Econometrics, Strategy, Leadership, Quantitative Analytics
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General Management, Statistics and Econometrics
University of Michigan 2006 — 2010
BA, Economics, Statistics
Colleen Fennerty Colleen Fennerty's Chicago Partners Experience September 2005 - August 2007
Job Product Line Manager Danner Lifestyle
Industry Consumer Goods
Experience
LaCrosse Footwear Incorporated April 2013 - Present
LaCrosse Footwear Incorporated November 2010 - April 2013
PCCP, LLC April 2010 - June 2010
Lehman Brothers Real Estate Partners June 2009 - March 2010
Lehman Brothers Real Estate Partners August 2007 - May 2009
Chicago Partners September 2005 - August 2007
Skills
Financial Modeling, Financial Analysis, Private Equity, Due Diligence, Market Research, Forecasting, Business Development, Merchandise Planning, Retail, Footwear, Merchandising, Capital Raising, Investor Relations, Investor Reporting, Strategy Building, Marketing Strategy, Product Management, Product Launch, Spanish, Overseas Experience, Apparel, Retail Category..., Sales Presentations, Brand Management, Pricing, Sporting Goods, Trend Analysis
Education
Georgetown University 2001 — 2005
BA
LaCrosse Footwear Incorporated April 2013 - Present
LaCrosse Footwear Incorporated November 2010 - April 2013
PCCP, LLC April 2010 - June 2010
Lehman Brothers Real Estate Partners June 2009 - March 2010
Lehman Brothers Real Estate Partners August 2007 - May 2009
Chicago Partners September 2005 - August 2007
Skills
Financial Modeling, Financial Analysis, Private Equity, Due Diligence, Market Research, Forecasting, Business Development, Merchandise Planning, Retail, Footwear, Merchandising, Capital Raising, Investor Relations, Investor Reporting, Strategy Building, Marketing Strategy, Product Management, Product Launch, Spanish, Overseas Experience, Apparel, Retail Category..., Sales Presentations, Brand Management, Pricing, Sporting Goods, Trend Analysis
Education
Georgetown University 2001 — 2005
BA
Roger Hickey Roger Hickey's Chicago Partners Experience 1994 - 2006
Job CEO at Global Economics Group, LL
Industry Financial Services
Experience
CAIP PresidentMarket Platform Dynamics, LLCJune 2010 - Present
Global Economics Group, LLC March 2008 - Present
Skokie cc 1961 - 2015
Skokie cc 1961 - 2015
Skokie cc 1961 - 2015
ypo 2000 - 2010
Chicago Partners 1994 - 2006
Education
Georgetown University 1979 — 1983
BA, Economics and Government
Sacred Heart
CAIP PresidentMarket Platform Dynamics, LLCJune 2010 - Present
Global Economics Group, LLC March 2008 - Present
Skokie cc 1961 - 2015
Skokie cc 1961 - 2015
Skokie cc 1961 - 2015
ypo 2000 - 2010
Chicago Partners 1994 - 2006
Education
Georgetown University 1979 — 1983
BA, Economics and Government
Sacred Heart
Robin Stahl Robin Stahl's Chicago Partners Experience March 2004 - July 2007
Job Vice President at Compass Lexecon
Industry Management Consulting
Experience
Compass Lexecon March 2015 - Present
Compass Lexecon April 2010 - March 2015
MillerCoors June 2008 - September 2008
Chicago Partners March 2004 - July 2007
Japanese Chamber of Commerce and Industry of Chicago July 1999 - March 2004
Skills
Strategy, Valuation, Financial Analysis, Data Analysis, Business Strategy, Market Research, Leadership, Financial Modeling, Mergers & Acquisitions, Strategic Planning, Analysis, Project Management, Economics, Finance, Budgets
Education
The University of Chicago - Booth School of Business 2007 — 2009
Kai Japanese Language School
Knox College
B.A.
Prospect High School
Waseda University
Compass Lexecon March 2015 - Present
Compass Lexecon April 2010 - March 2015
MillerCoors June 2008 - September 2008
Chicago Partners March 2004 - July 2007
Japanese Chamber of Commerce and Industry of Chicago July 1999 - March 2004
Skills
Strategy, Valuation, Financial Analysis, Data Analysis, Business Strategy, Market Research, Leadership, Financial Modeling, Mergers & Acquisitions, Strategic Planning, Analysis, Project Management, Economics, Finance, Budgets
Education
The University of Chicago - Booth School of Business 2007 — 2009
Kai Japanese Language School
Knox College
B.A.
Prospect High School
Waseda University
Jason Zmijewski's Chicago Partners Experience May 1996 - April 2007
Job MBA CSAM CITAM Senior Business Analyst
Industry Insurance
Experience
Liberty Mutual Insurance August 2009 - Present
Timberland June 2008 - May 2009
Liberty Mutual Insurance January 2008 - April 2008
Chicago Partners May 1996 - April 2007
Peace Corps, Guinea W. Africa June 1994 - May 1996
Skills
Valuation, Consulting, Statistics, Data Mining, Business Analytics, Data Analysis, Financial Modeling, Analytics, Mergers, SAS, Analysis, Economics, Vendor Management, Business Analysis, Financial Analysis, Competitive Analysis, Risk Management, Market Research, Corporate Finance, Research, MS Excel Modeling, Asset Management
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Marketing, Economics
Boston University 1990 — 1994
BA, Psychology
Liberty Mutual Insurance August 2009 - Present
Timberland June 2008 - May 2009
Liberty Mutual Insurance January 2008 - April 2008
Chicago Partners May 1996 - April 2007
Peace Corps, Guinea W. Africa June 1994 - May 1996
Skills
Valuation, Consulting, Statistics, Data Mining, Business Analytics, Data Analysis, Financial Modeling, Analytics, Mergers, SAS, Analysis, Economics, Vendor Management, Business Analysis, Financial Analysis, Competitive Analysis, Risk Management, Market Research, Corporate Finance, Research, MS Excel Modeling, Asset Management
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Marketing, Economics
Boston University 1990 — 1994
BA, Psychology
Tony Olivito's Chicago Partners Experience 1993 - 1995
Job Principal at AVL Growth Partners
Industry Logistics and Supply Chain
Experience
AVL Growth Partners October 2015 - Present
Hummingbird Nano, Inc. April 2015 - Present
HAVI Global Solutions 2014 - March 2015
HAVI Global Solutions 2011 - 2014
HAVI Global Solutions 2010 - 2011
HAVI Global Solutions 2006 - 2010
The Marketing Store (a division of The HAVI Group LP) 2002 - 2006
The HAVI Group LP 1999 - 2002
(TDS) Telephone & Data Systems 1995 - 1999
Chicago Partners 1993 - 1995
Skills
Business Analysis, Accounting, Forecasting, Analysis, Process Improvement, Financial Analysis, Cross-functional Team..., Supply Chain Management, Business Process..., Finance, Budgets, Team Leadership, Internal Controls, Strategic Planning, Project Management, Budget, Change Management, Market Research, Financial Modeling, Mergers, Account Management, Financial Reporting, Auditing, Management, Strategy, Leadership, Supply Chain, Analytics, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 1995 — 1998
MBA, Finance, Accounting
Georgetown University 1989 — 1993
B.S., Accounting, Italian
AVL Growth Partners October 2015 - Present
Hummingbird Nano, Inc. April 2015 - Present
HAVI Global Solutions 2014 - March 2015
HAVI Global Solutions 2011 - 2014
HAVI Global Solutions 2010 - 2011
HAVI Global Solutions 2006 - 2010
The Marketing Store (a division of The HAVI Group LP) 2002 - 2006
The HAVI Group LP 1999 - 2002
(TDS) Telephone & Data Systems 1995 - 1999
Chicago Partners 1993 - 1995
Skills
Business Analysis, Accounting, Forecasting, Analysis, Process Improvement, Financial Analysis, Cross-functional Team..., Supply Chain Management, Business Process..., Finance, Budgets, Team Leadership, Internal Controls, Strategic Planning, Project Management, Budget, Change Management, Market Research, Financial Modeling, Mergers, Account Management, Financial Reporting, Auditing, Management, Strategy, Leadership, Supply Chain, Analytics, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 1995 — 1998
MBA, Finance, Accounting
Georgetown University 1989 — 1993
B.S., Accounting, Italian
Claire O'Neill's Chicago Partners Experience January 2003 - July 2007
Job Principal at Waterstone Management Group
Industry Management Consulting
Experience
Waterstone Management Group March 2015 - Present
Waterstone Management Group August 2012 - Present
Waterstone Management Group August 2010 - August 2012
Waterstone Management Group July 2009 - January 2012
Blue Cross Blue Shield Association June 2008 - August 2008
Chicago Partners January 2003 - July 2007
Skills
Financial Modeling, Valuation, Strategy, Due Diligence, Corporate Finance, Mergers, Management Consulting, Mergers & Acquisitions, Private Equity, Venture Capital
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Strategy; Finance
Boston College 1998 — 2002
Bachelor of Arts (BA), Economics
St. Ignatius College Prep 1994 — 1998
Waterstone Management Group March 2015 - Present
Waterstone Management Group August 2012 - Present
Waterstone Management Group August 2010 - August 2012
Waterstone Management Group July 2009 - January 2012
Blue Cross Blue Shield Association June 2008 - August 2008
Chicago Partners January 2003 - July 2007
Skills
Financial Modeling, Valuation, Strategy, Due Diligence, Corporate Finance, Mergers, Management Consulting, Mergers & Acquisitions, Private Equity, Venture Capital
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Strategy; Finance
Boston College 1998 — 2002
Bachelor of Arts (BA), Economics
St. Ignatius College Prep 1994 — 1998
Richa Prakash's Chicago Partners Experience August 2006 - August 2007
Job Senior Consultant, Economist at Cherry Bekaert LLP
Industry Financial Services
Experience
Cherry Bekaert LLP May 2015 - Present
Peters Advisors LLC August 2014 - May 2015
Cherry Bekaert LLP October 2012 - July 2014
Experis Finance/Jefferson Wells November 2008 - October 2012
Willamette Management Associates October 2007 - October 2008
Chicago Partners August 2006 - August 2007
LECG March 2005 - August 2006
Skills
Economics, Transfer Pricing, Valuation, Business Valuation, Financial Analysis, Corporate Finance, Auditing, Analysis, Financial Modeling, Due Diligence, Tax, Forecasting, Private Equity, Consulting, Accounting, Financial Reporting, Internal Controls, Mergers & Acquisitions, Restructuring, Managerial Finance, Internal Audit, Management Consulting, Strategic Financial..., Financial Accounting, Sarbanes-Oxley Act
Education
New York University 2000 — 2004
Bachelor's degree, Economics, Spanish
Cherry Bekaert LLP May 2015 - Present
Peters Advisors LLC August 2014 - May 2015
Cherry Bekaert LLP October 2012 - July 2014
Experis Finance/Jefferson Wells November 2008 - October 2012
Willamette Management Associates October 2007 - October 2008
Chicago Partners August 2006 - August 2007
LECG March 2005 - August 2006
Skills
Economics, Transfer Pricing, Valuation, Business Valuation, Financial Analysis, Corporate Finance, Auditing, Analysis, Financial Modeling, Due Diligence, Tax, Forecasting, Private Equity, Consulting, Accounting, Financial Reporting, Internal Controls, Mergers & Acquisitions, Restructuring, Managerial Finance, Internal Audit, Management Consulting, Strategic Financial..., Financial Accounting, Sarbanes-Oxley Act
Education
New York University 2000 — 2004
Bachelor's degree, Economics, Spanish
Sean Durkin's Chicago Partners Experience 2002 - 2008
Job Vice President, Charles River Associates
Industry Legal Services
Experience
Harris School of Public Policy Studies at the University of Chicago 2000 - Present
Navigant Economics May 2008 - January 2013
Chicago Partners 2002 - 2008
Skills
Litigation Consulting, Competition Law, Economics, Econometrics, Stata, Statistical Modeling, Litigation Support, Intellectual Property, SAS, Class Actions, Corporate Finance, Financial Modeling, Labor Economics, Expert Witness, Mergers, Econometric Modeling, Investments
Education
University of Chicago 1986 — 1991
Ph.D., Economics
Georgetown University 1979 — 1983
BS, Foreign Service
Harris School of Public Policy Studies at the University of Chicago 2000 - Present
Navigant Economics May 2008 - January 2013
Chicago Partners 2002 - 2008
Skills
Litigation Consulting, Competition Law, Economics, Econometrics, Stata, Statistical Modeling, Litigation Support, Intellectual Property, SAS, Class Actions, Corporate Finance, Financial Modeling, Labor Economics, Expert Witness, Mergers, Econometric Modeling, Investments
Education
University of Chicago 1986 — 1991
Ph.D., Economics
Georgetown University 1979 — 1983
BS, Foreign Service
George Simler IV's Chicago Partners Experience May 2000 - March 2007
Job Consultant at Berkeley Research Group LLC
Industry Legal Services
Experience
Berkeley Research Group LLC January 2015 - Present
Berkeley Research Group LLC November 2012 - Present
Quantitative Economic Solutions July 2010 - July 2012
RCF Economic & Financial Consulting February 2008 - March 2010
Synovate June 2007 - September 2007
Chicago Partners May 2000 - March 2007
Federal Reserve Bank of Chicago October 1999 - April 2000
Federal Reserve Bank of Chicago February 1998 - October 1999
Skills
Stata, SAS, Antitrust, Excel, Intellectual Property, Economics, Data Analysis, Statistical Modeling, Econometrics, Research, SAS programming, Microsoft Excel, Econometric Modeling, Litigation Consulting, Microeconomics, Logistic Regression, Statistics, Litigation Support, Databases, Financial Modeling, Economic Research, Analysis, Quantitative Analytics, Competition Law, Policy Analysis
Education
University of Chicago 1997 — 1999
M.P.P, Public Policy
Texas A&M University 1992 — 1997
MS, Physics
Purdue University 1988 — 1992
BS, Physics
Snider High School 1984 — 1988
Berkeley Research Group LLC January 2015 - Present
Berkeley Research Group LLC November 2012 - Present
Quantitative Economic Solutions July 2010 - July 2012
RCF Economic & Financial Consulting February 2008 - March 2010
Synovate June 2007 - September 2007
Chicago Partners May 2000 - March 2007
Federal Reserve Bank of Chicago October 1999 - April 2000
Federal Reserve Bank of Chicago February 1998 - October 1999
Skills
Stata, SAS, Antitrust, Excel, Intellectual Property, Economics, Data Analysis, Statistical Modeling, Econometrics, Research, SAS programming, Microsoft Excel, Econometric Modeling, Litigation Consulting, Microeconomics, Logistic Regression, Statistics, Litigation Support, Databases, Financial Modeling, Economic Research, Analysis, Quantitative Analytics, Competition Law, Policy Analysis
Education
University of Chicago 1997 — 1999
M.P.P, Public Policy
Texas A&M University 1992 — 1997
MS, Physics
Purdue University 1988 — 1992
BS, Physics
Snider High School 1984 — 1988
Andrew Leech's Chicago Partners Experience 2007 - Present
Job Math Teacher at Power House Charter High School
Industry Education Management
Experience
Power House Charter High School August 2010 - Present
Henry Ford Academy: Power House High 2010 - Present
Chicago Partners 2007 - Present
St. Gregory the Great High School August 2009 - June 2010
Skills
Construction Management, Microsoft Office, Contract Negotiation, Excel, Mathematics, Teaching
Education
DePaul University 1999 — 2001
Master's in Education, Secondary Education and Teaching
University of Illinois at Urbana-Champaign 1990 — 1994
BA, Economics/Political Science
Power House Charter High School August 2010 - Present
Henry Ford Academy: Power House High 2010 - Present
Chicago Partners 2007 - Present
St. Gregory the Great High School August 2009 - June 2010
Skills
Construction Management, Microsoft Office, Contract Negotiation, Excel, Mathematics, Teaching
Education
DePaul University 1999 — 2001
Master's in Education, Secondary Education and Teaching
University of Illinois at Urbana-Champaign 1990 — 1994
BA, Economics/Political Science
Arthur Keegan's Chicago Partners Experience October 1997 - June 1998
Job Director Balance Sheet Management/ALM
Industry Banking
Experience
HSBC June 1998 - Present
Chicago Partners October 1997 - June 1998
State of UIllinois March 1992 - June 1995
JP Morgan Chase 1981 - 1992
First Chicago 1981 - 1992
JPMorgan Chase August 1981 - November 1991
jpMorgan Chase 1981 - 1991
Skills
Capital Markets, Banking, Derivatives, Financial Analysis, Financial Modeling, Fixed Income, Interest Rate..., Investments, Portfolio Management, Risk Management, Finance, Financial Risk
Education
The University of Chicago Booth School of Business 1991 — 1994
University of Illinois at Urbana-Champaign 1977 — 1981
B.S. Accounting, Accounting/Finance
HSBC June 1998 - Present
Chicago Partners October 1997 - June 1998
State of UIllinois March 1992 - June 1995
JP Morgan Chase 1981 - 1992
First Chicago 1981 - 1992
JPMorgan Chase August 1981 - November 1991
jpMorgan Chase 1981 - 1991
Skills
Capital Markets, Banking, Derivatives, Financial Analysis, Financial Modeling, Fixed Income, Interest Rate..., Investments, Portfolio Management, Risk Management, Finance, Financial Risk
Education
The University of Chicago Booth School of Business 1991 — 1994
University of Illinois at Urbana-Champaign 1977 — 1981
B.S. Accounting, Accounting/Finance
Mindi Galland's Chicago Partners Experience February 2008 - Present
Job Managing Consultant at Chicago Partners
Industry Legal Services
Experience
Chicago Partners February 2008 - Present
Wal-Mart Home Office January 2005 - February 2008
Education
University of Arkansas 2003 — 2005
Masters, Economics
University of North Texas 2001 — 2003
BS, Economics
Chicago Partners February 2008 - Present
Wal-Mart Home Office January 2005 - February 2008
Education
University of Arkansas 2003 — 2005
Masters, Economics
University of North Texas 2001 — 2003
BS, Economics
Loren Croskey's Chicago Partners Experience October 2008 - February 2010
Job Business Director at Capital One
Industry Financial Services
Experience
Capital One August 2015 - Present
Capital One January 2014 - July 2015
Capital One January 2013 - December 2013
FPL Associates L.P. April 2011 - January 2013
Navigant Economics/Chicago Partners March 2010 - April 2011
Chicago Partners October 2008 - February 2010
Michigan State University August 2006 - July 2007
Skills
Financial Modeling, Management Consulting, Stata, SAS, Litigation Consulting, Market Research, Commercial Real Estate, Real Estate, Manage Client..., Econometrics, Analytics, MS Office Suite, Survey Design, Succession Planning, Organizational Design, Compensation Structure..., Credit Cards, Partnerships
Education
Northwestern University 2007 — 2008
MA, Economics
Michigan State University 2002 — 2006
BS, Economics
University College Dublin 2005 — 2005
Economics
Capital One August 2015 - Present
Capital One January 2014 - July 2015
Capital One January 2013 - December 2013
FPL Associates L.P. April 2011 - January 2013
Navigant Economics/Chicago Partners March 2010 - April 2011
Chicago Partners October 2008 - February 2010
Michigan State University August 2006 - July 2007
Skills
Financial Modeling, Management Consulting, Stata, SAS, Litigation Consulting, Market Research, Commercial Real Estate, Real Estate, Manage Client..., Econometrics, Analytics, MS Office Suite, Survey Design, Succession Planning, Organizational Design, Compensation Structure..., Credit Cards, Partnerships
Education
Northwestern University 2007 — 2008
MA, Economics
Michigan State University 2002 — 2006
BS, Economics
University College Dublin 2005 — 2005
Economics
Chad Coffman's Chicago Partners Experience June 1995 - March 2008
Job President of Global Economics Group
Industry Financial Services
Experience
Global Economics Group March 2008 - Present
Market Platform Dynamics September 2010 - Present
Chicago Partners June 1995 - March 2008
Skills
Economics, Policy, Litigation Support, Private Equity, Valuation, Financial Modeling, Financial Analysis, Forecasting, Accounting, Finance, Mergers
Education
University of Chicago 1995 — 1997
Masters of Public Policy, Public Policy
Knox College 1991 — 1995
BA with Honors, Economics
Global Economics Group March 2008 - Present
Market Platform Dynamics September 2010 - Present
Chicago Partners June 1995 - March 2008
Skills
Economics, Policy, Litigation Support, Private Equity, Valuation, Financial Modeling, Financial Analysis, Forecasting, Accounting, Finance, Mergers
Education
University of Chicago 1995 — 1997
Masters of Public Policy, Public Policy
Knox College 1991 — 1995
BA with Honors, Economics
Erica Hale's Chicago Partners Experience September 2007 - April 2008
Job Forensic Accountant | Specializing In Calculating Damages For Litigation
Industry Legal Services
Experience
The Kenrich Group LLC August 2012 - Present
Navigant Economics April 2008 - August 2012
Chicago Partners September 2007 - April 2008
Skills
Litigation Consulting, Financial Modeling, Litigation Support, Business Valuation, Valuation, Forensic Accounting, Mergers & Acquisitions, Fraud, Litigation, Financial Analysis, Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2014
Master of Accountancy, Forensic Accounting
The University of Chicago - Booth School of Business 2007 — 2007
Summer Business Scholars Program
University of Vermont 2003 — 2007
Bachelor of Science in Business Administration, Accounting and Finance
The Kenrich Group LLC August 2012 - Present
Navigant Economics April 2008 - August 2012
Chicago Partners September 2007 - April 2008
Skills
Litigation Consulting, Financial Modeling, Litigation Support, Business Valuation, Valuation, Forensic Accounting, Mergers & Acquisitions, Fraud, Litigation, Financial Analysis, Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2014
Master of Accountancy, Forensic Accounting
The University of Chicago - Booth School of Business 2007 — 2007
Summer Business Scholars Program
University of Vermont 2003 — 2007
Bachelor of Science in Business Administration, Accounting and Finance
Matthew Mis's Chicago Partners Experience May 2006 - August 2008
Job Senior Associate at Charles River Associates
Industry Management Consulting
Experience
Charles River Associates March 2015 - Present
Charles River Associates February 2013 - March 2015
Navigant Economics March 2012 - January 2013
Navigant Economics July 2009 - March 2012
Chicago Partners May 2006 - August 2008
Skills
Data Analysis, Teamwork, Financial Analysis, Economics, Finance, Great Personality, Financial Modeling
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2005 — 2009
B.S. in Business, Finance
Charles River Associates March 2015 - Present
Charles River Associates February 2013 - March 2015
Navigant Economics March 2012 - January 2013
Navigant Economics July 2009 - March 2012
Chicago Partners May 2006 - August 2008
Skills
Data Analysis, Teamwork, Financial Analysis, Economics, Finance, Great Personality, Financial Modeling
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2005 — 2009
B.S. in Business, Finance
Timothy McAnally's Chicago Partners Experience July 2006 - August 2007
Job Vice President at Compass Lexecon
Industry Financial Services
Experience
Compass Lexecon April 2013 - Present
Compass Lexecon April 2012 - March 2013
Compass Lexecon January 2009 - March 2012
Compass Lexecon September 2007 - December 2008
Chicago Partners July 2006 - August 2007
Chicago Partners July 2004 - July 2006
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Accounting, Finance
Georgetown University - The McDonough School of Business 1999 — 2003
Bachelor of Science in Business Administration (B.S.B.A.), Finance
Delbarton School 1995 — 1999
Compass Lexecon April 2013 - Present
Compass Lexecon April 2012 - March 2013
Compass Lexecon January 2009 - March 2012
Compass Lexecon September 2007 - December 2008
Chicago Partners July 2006 - August 2007
Chicago Partners July 2004 - July 2006
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Accounting, Finance
Georgetown University - The McDonough School of Business 1999 — 2003
Bachelor of Science in Business Administration (B.S.B.A.), Finance
Delbarton School 1995 — 1999