Claymore Securities

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Claymore Securities Employees

Employee
Years
Job
Industry
Kent Roers, CFP Kent Roers, CFP Greater Minneapolis-St. Paul Area Details
Kent Roers, CFP's Claymore Securities Experience August 2005 - November 2008
Job Owner at Bison Management Team
Industry Financial Services
Experience
Roers Investments   2012 - Present
Bison Management Team   2012 - Present
Sun Life Financial  April 2009 - 2012
AXA Equitable  December 2008 - April 2009
Claymore Securities   August 2005 - November 2008
American Express Financial Advisors  January 2003 - August 2005
American Express Financial Advisors  March 2002 - January 2003
The Kuhr Group   1999 - March 2002
Northwestern Mutual Life  1997 - 1999

Skills
Asset Managment, Estate Planning, Financial Advisory, Financial Services, Investments, Life Insurance, Management, Mutual Funds, Retirement, Series 7

Education
Minnesota State University, Mankato   1999 — 2000
CFP, Certified Financial Planning Degree

Southwest Minnesota State University   1995 — 1999
Bachelor Degree, Bachelor of Science Business Administration

Tim Kohl Tim Kohl Draper, Utah Details
Tim Kohl's Claymore Securities Experience 2005 - 2006
Job Regional Vice President at Nationwide
Industry Financial Services
Experience
Nationwide  January 2011 - Present
Konica Minolta  September 2009 - January 2011
ING USA Life and annuity   November 2006 - April 2009
Claymore Securities   2005 - 2006

Skills
Mutual Funds, Fixed Annuities, Retirement Planning, Series 7, Series 63, Asset Allocation, Series 6, Series 65, ETFs, Retirement, Investments, Alternative Investments, Social Security, Variable Annuities

Education
Regent University   1991 — 1994
MBA, Marketing

Oral Roberts University   1983 — 1987
B.S. - Communications, Radio/TV, Art

Jake Rigert, CFA Jake Rigert, CFA Denver, Colorado Details
Jake Rigert, CFA's Claymore Securities Experience May 2007 - August 2007
Job Vice President Structured Products at First Trust Portfolios
Industry Financial Services
Experience
First Trust  September 2015 - Present
Guggenheim Investments  November 2013 - August 2015
Guggenheim Investments  November 2009 - November 2013
Trading RM LLC   May 2009 - November 2009
Raymond James Financial Inc.  May 2008 - August 2008
Claymore Securities   May 2007 - August 2007

Skills
Series 66, Series 7, ETFs, Mutual Funds, Chartered Financial..., Options, Closed-end Funds, Unit Investment Trusts, Risk Management, Strategic Partnerships, Portfolio Management, Wealth Management, Bonds, Equity Research, Finance, Proprietary Trading, Asset Allocation, Sales, Financial Advisory, Uniform Combined State..., Retirement Planning, Strategic Financial..., Asset Management, Investment Management

Education
University of Iowa - Henry B. Tippie College of Business   2005 — 2009
BBA, Finance

CFA Institute (2013)

Victor Quagliero Victor Quagliero United States Details
Victor Quagliero's Claymore Securities Experience 2007 - 2011
Job Senior Director, Business Development Manager at Oppenheimer & Co. Inc
Industry Financial Services
Experience
Oppenheimer & Co. Inc   October 2014 - Present
Pacer Financial Inc.   April 2012 - September 2014
Prime Sales Solutions Inc.   March 2011 - March 2012
Guggenheim Funds Distributors, Inc  September 2007 - January 2011
Claymore Securities   2007 - 2011
RBC Wealth Management  March 2002 - September 2007
Tucker Anthony/Sutro Co.   September 1999 - March 2002
Gibraltar Securities, Inc.   May 1988 - September 1999

Skills
Investments, Financial Services, Public Speaking, Management, Asset Allocation, Insurance, Business-Succession..., Deferred Compensation..., Financial Advisory, Fixed Income Strategies, Investment Strategies, Microsoft Office,..., Multigenerational..., Relationship Management, Retirement Plan..., Tax-Efficient Strategies, Wealth Management..., Wealth-Preservation..., Risk Management..., Estate Investment...

Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts, Political Science

Brian Mackay Brian Mackay Phoenix, Arizona Area Details
Brian Mackay's Claymore Securities Experience 2003 - 2004
Job Principal, Marketplace One
Industry Investment Management
Experience
Marketplace One   2008 - Present
Claymore Securities   2003 - 2004
Nuveen Investments  1998 - 2003

Skills
Business Strategy, Financial Analysis, Entrepreneurship, Investments, Asset Management, Asset Managment, Real Estate, Marketing Strategy, Start-ups, Strategic Planning, Leadership, Strategy, Leadership Development, Marketing, Management

Education
University of Arizona
Bachelor of Science (BS), Communication

Robin Tardy Robin Tardy Greater Chicago Area Details
Robin Tardy's Claymore Securities Experience 2003 - 2009
Job Regional Vice President, Northern IL/ WI
Industry Financial Services
Experience
Guggenheim Investments  December 2013 - Present
Guggenheim Investments  2011 - December 2013
Guggenheim Funds Distributors, Inc.   2009 - September 2011
Claymore Securities   2003 - 2009
First Trust  1999 - 2003

Skills
Mutual Funds, Series 7, Sales, Series 63, Alternative Investments, Asset Allocation, Series 24, Financial Services, Relationship Management, Marketing Strategy, Sales Management, CRM, Marketing, Salesforce.com, Separately Managed..., ETFs, Series 65, Asset Management, Investment Advisory, Investment Strategies, Investments, Morningstar, Portfolio Management, Retirement Planning, Securities, Wealth Management, Finance

Education
University of Illinois at Chicago   1995 — 1999
Bachelor, Marketing, Finance

Matthew Zimmerman, CIMA® Matthew Zimmerman, CIMA® Greater Chicago Area Details
Matthew Zimmerman, CIMA®'s Claymore Securities Experience 2003 - 2006
Job Managing Director Head of Sales Milliman Financial Risk Management LLC
Industry Financial Services
Experience
Milliman Financial Risk Management LLC   October 2009 - Present
Invesco PowerShares  2006 - November 2009
Claymore Securities   2003 - 2006
Sears, Roebuck and Co.   June 2003 - January 2004

Education
Cedarville University   1999 — 2003
Bachelors, Business Administration - Marketing

Hinsdale South

The University of Chicago Booth School of Business

Justine Toly Justine Toly Greater Chicago Area Details
Justine Toly's Claymore Securities Experience March 2009 - March 2010
Job Stay at Home Mom
Industry Executive Office
Experience
Toly Family   August 2013 - Present
Guggenheim Partners  May 2012 - October 2013
Guggenheim Funds Distributors, Inc  March 2010 - May 2012
Claymore Securities   March 2009 - March 2010

Education
Judson University   2005 — 2007
Bachelor of Arts (B.A.), History

College of DuPage   2003 — 2005

Rosita Powell Rosita Powell Greater Los Angeles Area Details
Rosita Powell's Claymore Securities Experience May 2007 - August 2010
Job Executive Assistant to Grammy / Billboard Recognized Eptone Music Productions
Industry Human Resources
Experience
Eptone Music Productions   2005 - Present
Claymore Securities   May 2007 - August 2010
GE Auto Financial Services  September 1999 - June 2004
GE Healthcare  1998 - 2000

Skills
Human Resources, Onboarding, Benefits Administration, Oracle HR Superuser, ADP PayEx, ADP HRB, Employee Relations, Payroll, Microsoft Office, New Hire Orientations, Sage ACT, Talent Management, Administrative..., Event Planning, Compensation & Benefit, Data Entry, Accounting, Background Checks, Workforce Planning, Grant Writing, Administration, Employee Benefits, Taleo, Prospect Research &..., Time Card Calculation..., Lotus Notes System..., Writing / Editing...

Education
Northern Illinois University
Bachelor of Science (B.S.), Business Management, Emphasis: Human Resources

Nathan Ibarra Nathan Ibarra Greater New York City Area Details
Nathan Ibarra's Claymore Securities Experience 2004 - 2006
Job Regional Vice President External Wholesaler (NYC Metro, Boroughs, Upstate NY) at SmartTrust®
Industry Financial Services
Experience
Proxy Mosaic LLC  July 2013 - January 2015
Christian Brothers Investment Services  2011 - June 2013
Standard and Poor's  2010 - June 2011
First Trust Portfolios L.P  2006 - 2009
Claymore Securities   2004 - 2006
UBS Wealth Management  2002 - 2003

Skills
Mutual Funds, Asset Allocation, Investments, Series 7, Securities, Asset Management, Investment Advisory, Fixed Income, Alternative Investments, Hedge Funds, Financial Services, Investment Management, Public Speaking, ETFs, Financial Markets, Series 63, Investment Strategies, New Business Development, Financial Advisory, Equities, Microsoft Office, Asset Managment, Conferences, Wealth Management, Funding, Strategic Partnerships, Sales Management, Leadership, Team Leadership, Strategy

Education
Canisius College   1996 — 2000
BS, Finance

Orchard Park High School

Gary Rakan Gary Rakan Lansing, Michigan Area Details
Gary Rakan's Claymore Securities Experience October 2007 - September 2009
Job President at Infinity Capital Partners
Industry Financial Services
Experience
Infinity Capital Partners   September 2012 - Present
Infinity Capital Management LLC   September 2009 - Present
Claymore Securities   October 2007 - September 2009
Lord Abbett  April 2004 - June 2007
OppenheimerFunds  2000 - 2004

Skills
Mutual Funds, ETFs, Asset Allocation, Alternative Investments, Investments, Separately Managed..., Investment Advisory, Wealth Management, Investment Strategies, Asset Managment, Retirement Planning, Securities, Portfolio Management, Retirement, Series 24, Equities, Hedge Funds, Series 65, Strategic Financial..., Financial Modeling, Valuation, Asset Management, FINRA

Education
Central Michigan University   1988 — 1993
BS in BA, Marketing, Management

TCHS   1985 — 1988

Eric Erway, CFA, CFP® Eric Erway, CFA, CFP® Greater Chicago Area Details
Eric Erway, CFA, CFP®'s Claymore Securities Experience February 2005 - April 2008
Job Managing Director, Institutional Sales & Services at Zacks Investment Management
Industry Investment Management
Experience
Zacks Investment Management  January 2015 - Present
Zacks Investment Management  May 2012 - January 2015
Zacks Investment Management  May 2008 - May 2012
Claymore Securities   February 2005 - April 2008

Skills
Alternative Investments, Wealth Management, Equities, Investment Management, Bloomberg, Capital Markets, Portfolio Management, Series 7, Asset Managment, Asset Allocation, Mutual Funds, Investment Strategies, Investments, Investment Advisory, Valuation, ETFs, Asset Management

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2009 — 2011
MBA, Concentration in Finance

Purdue University
Bachelor of Arts, Communications

Ryan Welch Ryan Welch Greater Boston Area Details
Ryan Welch's Claymore Securities Experience July 2007 - June 2009
Job Senior Regional Vice President Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc.   August 2009 - Present
Claymore Securities   July 2007 - June 2009
State Street Global Advisors  July 2006 - July 2007
ING Funds  September 2005 - July 2006
Liberty Mutual  June 2002 - September 2005

Skills
Separately Managed..., Investment Strategies, Financial Advisory, Series 7, Mutual Funds, ETFs, Series 63, Investments, Series 65, Relationship Management, Alternative Investments, Securities, Asset Allocation, Asset Management, Investment Advisory, Wealth Management

Education
University of New Hampshire -- Peter T. Paul College of Business and Economics   1999 — 2003
Bachelors, Economics

Joe Lesters Joe Lesters Greater Chicago Area Details
Joe Lesters's Claymore Securities Experience August 2004 - May 2008
Job EVP, Technology at ePREOP
Industry Information Technology and Services
Experience
ePREOP, Inc.   June 2014 - Present
Symbiosis Development Group, Inc.   May 2008 - June 2014
Claymore Securities   August 2004 - May 2008

Skills
.NET, Microsoft SQL Server, ASP.NET, C#, jQuery, Database Design, JavaScript, Software Design, Preoperative Workflow, Allscripts Enterprise, HL7, Mirth, ConnectR, Allscripts Unity SDK, Web Services, Healthcare Information..., Financial Services, MS Reporting Services, ETFs, Unit Investment Trusts, EMR Conversions, Financial Calculations, Blended Indexing, Mobile Product..., Health Information..., Integration, Business Analysis, T-SQL, Business Intelligence, Project Management, Requirements Analysis, Process Improvement, Leadership, SDLC

Education
Purdue University
Bachelor of Science (B.S.), Management Information Systems and Services

Carl Hass Carl Hass Wheaton, Illinois Details
Carl Hass's Claymore Securities Experience March 2007 - October 2009
Job Creative Business Coach and Trainer
Industry Professional Training & Coaching
Experience
Self-employed  Executive management positions throughout successful career with majority of time in sales and marketing. Taught and coached high end sales professionals to exceed their own visions and expectations through thorough review and self discovery of innate talents. Assisted professionals to see their own objectives more clearly, build personal custom plan for success, organize their time and economies of scale for efficiency, create self motivational methods that are scaleable and control their own destiny by creating practical and achievable measurements in a personal step by step process.Senior Managing Director, SalesGuggenheim Funds Distributors, IncOctober 2009 - December 2011
Claymore Securities   March 2007 - October 2009

Skills
Executive Coaching, Executive Development, Presentation Coaching, Sales Process, Sales Operations, Sales Management, Mutual Funds, Leadership Development, ETFs

Education
Indiana University Bloomington
Bachelor's degree, Finance and Economics

Western Michigan University - Haworth College of Business
Post Graduate Studies in Business and Economics, Business Administration and Management, General

Ryan DiLeonardi Ryan DiLeonardi Chicago, Illinois Details
Ryan DiLeonardi's Claymore Securities Experience June 2007 - October 2008
Job Business Analyst at Fieldglass
Industry Information Technology and Services
Experience
Fieldglass  October 2014 - Present
JP Morgan Chase  December 2008 - October 2014
Claymore Securities   June 2007 - October 2008

Skills
Project Management, Sales, Sales Operations, Investments, Series 63, Customer Service, Information Technology, Customer Service..., Retail Operations..., Teambuilding & Training, Retirement Planning, Product Management, Team Leadership, Customer Experience, Quality Assurance, User Acceptance Testing

Education
DePaul University   2013 — 2014
Master's degree, Business Information Technolgoy

Illinois State University   2003 — 2007
Bachelor's degree, Marketing

Jin-Tae Kim, CFA Jin-Tae Kim, CFA Chicago, Illinois Details
Jin-Tae Kim, CFA's Claymore Securities Experience January 2006 - October 2008
Job Senior Quantitative Analyst at Green Plains, Inc. (Nasdaq: GPRE)
Industry Investment Management
Experience
Green Plains, Inc. (Nasdaq: GPRE)   February 2015 - Present
Zacks Investment Management  May 2011 - January 2015
Research and Trade, LLC.   March 2009 - April 2011
Claymore Securities   January 2006 - October 2008
Zacks Investment Management / Research.   October 1998 - January 2006

Skills
Equity Research, Alternative Investments, Hedge Funds, Bloomberg, Equity Valuation, Valuation, Portfolio Management, Investment Research, Trading, Investments, ETFs, Mutual Funds, Derivatives, Investment Management, Mergers & Acquisitions, Quantitative Analytics, Investment Strategies

Education
University of Illinois at Chicago
Bachelor of Science (B.S.), Electrical Engineering

Western Illinois University
Master of Business Administration (M.B.A.), Finance

Jeremy Murden, CAIA Jeremy Murden, CAIA Greater Chicago Area Details
Jeremy Murden, CAIA's Claymore Securities Experience 2005 - 2007
Job Sr. Investment Manager Analyst at William Blair & Co.
Industry Investment Management
Experience
William Blair & Co.   April 2007 - Present
Claymore Securities   2005 - 2007
Bear Stearns  2004 - 2004

Skills
Investments, Hedge Funds, Fixed Income, Due Diligence, Equities, Private Equity, Emerging Markets, ETFs, Closed-end Funds, Series 7, Asset Managment, Asset Allocation, Investment Management, Alternative Investments, Asset Management

Education
The University of Chicago Booth School of Business   2007 — 2010
MBA, Concentrations in Economics, Finance, and Strategic Management

DePaul University   2002 — 2005
Bachelor of Science in Commerce, Finance Honors & Accounting

Christopher Weed Christopher Weed Naperville, Illinois Details
Christopher Weed's Claymore Securities Experience September 2008 - September 2010
Job Marketing Director at Destra Capital
Industry Financial Services
Experience
Destra Capital  November 2011 - Present
Wheaton North Lacrosse   January 2006 - Present
Guggenheim Funds Distributors, Inc.   September 2010 - November 2011
Claymore Securities   September 2008 - September 2010
Claymore Securities   March 2007 - September 2008

Skills
Adobe Acrobat, Adobe Creative Suite, JavaScript, SEO, Interactive Marketing, User Interface Design, Electronic Direct Mail, Visual C#, Microsoft Office, Visual Studio, Mac OS X, Windows, Digital Marketing, Lacrosse, Sports Coaching, Mutual Funds, Marketing, Email Marketing

Education
Purdue University   2001 — 2006
BA, Communications

Pat Allen Pat Allen Chicago, Illinois Details
Pat Allen's Claymore Securities Experience November 2007 - August 2008
Job Content & Digital Marketing Consulting And Coaching For Investment Firms | Rock The Boat Marketing
Industry Financial Services
Experience
Rock The Boat Marketing   August 2008 - Present
Claymore Securities   November 2007 - August 2008
Calamos Investments  October 2006 - June 2007
BAI  July 2003 - October 2006
BNY Clearing   November 2002 - June 2003
Van Kampen Investments  April 2000 - April 2001
Scudder Investments  November 1993 - April 2000

Skills
Marketing Strategy, Digital Marketing, Digital Strategy, SEO, Direct Marketing, Social Media, Content Marketing, Social Media Marketing, Editorial, Web Content, Blogging, Web Analytics, Digital Media, Marketing Communications, Asset Allocation, Integrated Marketing, Financial Services, Website Development, Marketing, SaaS, Communication Training, Vendor Management, Mutual Funds, Strategic Communications, CRM, Entrepreneurship, Analysis, Leadership, ETFs, Alternative Investments, PPC, Corporate Communications, Content Strategy, Closed-end Funds, Advertising, Engaging Content, Branded Content..., Strategic Content..., CONTENT PACKAGING, Online Content, BRANDED CONTENT, CONTENT SYNDICATION, DIGITAL TRENDS, Bond Funds, Investment Companies, Investment management..., Commentaries, Editing, Copywriting, Writing

Education
The University of Kansas
BS

Carla Bendeich Carla Bendeich Greater Chicago Area Details
Carla Bendeich's Claymore Securities Experience June 2003 - August 2005
Job Learning & Collaboration Manager at Accenture
Industry Professional Training & Coaching
Experience
Accenture  February 2011 - Present
Northern Illinois University  June 2009 - Present
Sheer Experience International, Inc.   August 2008 - January 2012
Fort Dearborn Life Insurance Company  October 2006 - October 2010
Oak Brook Bank  September 2005 - September 2006
Claymore Securities   June 2003 - August 2005
First Trust Portfolios  January 1997 - March 2003

Skills
Change Management, Project Management, Blended Learning, Coaching, Organizational..., Instructional Design, Process Improvement, Business Networking, Business Analysis, Needs Analysis, Relationship Management, Leadership Development, Succession Planning, Workshop Facilitation, Staff Development, Organizational Learning, Training Delivery, Instructor-led Training, Talent Management, Marketing Strategy, Organizational..., Strategic Planning, Training, Career Development, Human Resources, Recruiting, Onboarding, Career Counseling, Sourcing, Employee Engagement, CRM, Leadership, Management, E-Learning, Business Development, Analysis, Executive Coaching, Marketing, Strategy, Employee Training, Time Management, Project Planning, Sales, Outsourcing, Performance Management, Management Consulting, Interviews, Program Management, Consulting, Organizational Design

Education
Benedictine University   2006 — 2008
Masters, Masters in Business Administration

Northern Illinois University   1994 — 1996
B.S., Marketing- Sales Emphasis

Jeff Novak Jeff Novak Greater Chicago Area Details
Jeff Novak's Claymore Securities Experience 2007 - 2008
Job Developer at Calamos Investments
Industry Financial Services
Experience
Calamos Investments  October 2013 - Present
KeyLimeTie  January 2009 - September 2013
Claymore Securities   2007 - 2008
The Brighton Group, LLC   2006 - 2006
Exelon  2000 - 2005
New Resources Corp  1995 - 1999

Skills
ASP.NET, .NET, C#, SQL Server, HTML

Education
Northern Illinois University   1992 — 1995
Bachelor of Science (BS), Computer Science

Gerald Brace Gerald Brace Greater New York City Area Details
Gerald Brace's Claymore Securities Experience August 2007 - October 2008
Job MD at AlphaCentric Asset Mgmt
Industry Financial Services
Experience
AlphaCentric Asset Mgmt   July 2014 - Present
Multi-Funds, Inc.   July 2011 - Present
Northwestern Mutual  February 2009 - July 2011
Claymore Securities   August 2007 - October 2008
Evergreen Investments  August 2004 - July 2007
Oppenheimerfunds  January 1999 - August 2002
Bankers Trust  1998 - 2000

Skills
Series 7, Series 63, Separately Managed..., Mutual Funds, ETFs, Asset Allocation, Alternative Investments, Series 6, Closed-end Funds, Asset Managment, Investments, Series 65, Investment Strategies, Series 24, Fixed Annuities, Securities, Retirement, Uniform Combined State..., Retirement Planning, Investment Advisory, Asset Management, Hedge Funds, Financial Advisory, FINRA, Wealth Management

Education
Fordham Gabelli School of Business   2000 — 2003
MBA, Finance

St. John Fisher College   1989 — 1992
BA, economics

St. Anthony's HS   1986 — 1989

Charles F. Millington MBA, CPA, CFP® Charles F. Millington MBA, CPA, CFP® Greater Chicago Area Details
Charles F. Millington MBA, CPA, CFP®'s Claymore Securities Experience July 2003 - November 2005
Job President at Millington Financial Advisors, LLC
Industry Financial Services
Experience
Millington Financial Advisors, LLC   January 2011 - Present
Millington Investments, LLC   October 2013 - Present
Millington & Company   December 2009 - Present
Millington Securities, Inc.   December 2009 - January 2014
BP  March 2006 - December 2009
Claymore Securities   July 2003 - November 2005
Charles Millington & Associates, Inc.   December 2001 - June 2003
Accenture  September 2000 - December 2001
Jones Lang LaSalle  September 1998 - September 2000
Shepard Schwartz & Harris LLP  December 1996 - September 1998

Skills
Financial Planning, Asset Management, Retirement Planning, Financial Advisory, Investments, Financial Analysis, Series 7, Portfolio Management, Mutual Funds, Accounting, Business Planning, Insurance, Wealth Management, Financial Reporting, Financial Modeling, Financial Management, Valuation, Corporate Finance, Strategic Financial..., Asset Managment, Investment Strategies, Finance, Financial Services, Securities, Investment Management, Analysis, Options, Trading

Education
Northern Illinois University - College of Business   2004 — 2006
MBA

Illinois State University   1992 — 1996
B.S., Accounting

Naperville North   1988 — 1992

St. Peter and Paul   1985 — 1988

Danny Johnston Danny Johnston Chicago, Illinois Details
Danny Johnston's Claymore Securities Experience May 2007 - July 2008
Job Vice President Corporate Banking
Industry Financial Services
Experience
Fifth Third Bank  April 2010 - Present
Fifth Third Bank  July 2008 - April 2010
Claymore Securities   May 2007 - July 2008

Skills
Commercial Banking, Marketing, Leadership, Sales, Series 7, Series 63

Education
Northwestern University - Kellogg School of Management   2012 — 2015
Master of Business Administration (M.B.A.), Finance, Strategy, and Management

University of Wisconsin-Madison   2003 — 2007
Bachelor of Business Administration (BBA)

Kristen (Sutherland) DiLeonardi Kristen (Sutherland) DiLeonardi Chicago, Illinois Details
Kristen (Sutherland) DiLeonardi's Claymore Securities Experience 2006 - 2008
Job Associate at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC  2014 - Present
Deutsche Bank  2010 - 2014
Insure.com  2009 - 2009
Claymore Securities   2006 - 2008

Skills
Series 7, Equities, Fixed Income, Bonds, Securities, Investments, Alternative Investments, Business Analysis, Equity Trading, Series 66, Life Insurance, Wealth Management..., Information Technology, Project Coordination, Uniform Combined State..., Series 63, Project Management, Enterprise Architecture, Trading Systems, Sales, Spanish-speaking, Information Security, Data Analysis, Data Mining

Education
Northwestern University   2011 — 2013
Master of Science (M.S.), Management Information Systems, General

University of Illinois at Urbana-Champaign   2002 — 2006
Bachelor of Science (B.S.), Psychology

Bill Mulvihill Bill Mulvihill Cincinnati Area Details
Bill Mulvihill's Claymore Securities Experience 2005 - 2005
Job Vice President at U.S. Bank Professional Sports Group
Industry Banking
Experience
US Bank  November 2006 - Present
First Trust Advisors  2005 - 2006
Claymore Securities   2005 - 2005
Griffin, Kubik, Stephens & Thompson   2004 - 2005
House Ways and Means Committee  2002 - 2004

Education
University of Cincinnati   2001 — 2002
M.B.A., Finance

University of Cincinnati   1996 — 2001
B.S., Mechanical Engineering

Robert Moser Robert Moser Greater Chicago Area Details
Robert Moser's Claymore Securities Experience October 2001 - March 2005
Job 1st Vice President UIT Trading and Sales at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc.   March 2005 - Present
Claymore Securities   October 2001 - March 2005

Skills
Securities, Series 7, Series 63, Trading, Investments, Series 24, Series 53, Bloomberg, Back Office, Financial Services, Bonds, Alternative Investments, FINRA, Fixed Income, Investment Banking, Mutual Funds

Education
Northern Illinois University   1981 — 1985
Bachelors, Mathematics

Russ Voypick Russ Voypick Greater Chicago Area Details
Russ Voypick's Claymore Securities Experience September 2004 - October 2004
Job Consulting Manager at Magenic
Industry Information Technology and Services
Experience
Magenic  August 2015 - Present
MVC Consulting  April 2015 - August 2015
Sogeti  February 2013 - April 2015
Mercer  March 2007 - December 2012
Mercer  July 2006 - March 2007
Follett Higher Education Group  May 2005 - July 2006
United Stationers Supply Company  November 2004 - April 2005
Claymore Securities   September 2004 - October 2004
SunGard  February 2003 - May 2004
Leading Real Estate Companies of the World  September 2002 - February 2003

Skills
Leadership, SDLC, Management, Consulting, SharePoint, Human Resources, Project Management, PMP, Project Delivery, Talent Management, Talent Acquisition, IT Strategy, People Development, Agile Project Management, Agile Methodologies, Human Resource..., Software Development, Business Process..., Project Planning, Business Analysis, Program Management, Integration, Business Intelligence, Requirements Analysis, Project Estimation, People Skills, Iterative Methodologies, Exit Interviews, Interviews, PMO, Software Project..., Resource Management, Corporate Culture

Education
Millikin University   1993 — 1997
Bachelor of Science, Management Information Systems

Lake Park High School   1989 — 1993

Wendy Ramirez Dormer Wendy Ramirez Dormer Phoenix, Arizona Area Details
Wendy Ramirez Dormer's Claymore Securities Experience July 2006 - April 2008
Job Broker Dealer Compliance Expertise
Industry Financial Services
Experience
AIG Advisor Group  January 2015 - Present
Farm Bureau Financial Services  April 2012 - November 2014
Farm Bureau Financial Services  April 2010 - March 2012
ING  June 2008 - April 2010
Claymore Securities   July 2006 - April 2008
United Airlines  July 2005 - July 2006

Skills
Compliance, Broker Dealer Compliance, Series 6, Team Building, Series 26, Leadership, Auditing, Customer Service, Mutual Funds, Microsoft Office, Training, PowerPoint, Project Management, Microsoft Excel, Outlook, Facebook, Microsoft Word, Business Process..., Spanish, Windows, Instagram, Analytical Skills, Problem Solving, Communication Skills, Exception Based..., International Relations, Airlines, Airline Ticketing, Airport Operations, Bilingual Communications, Travel, International Travel

Education
Drake University   2001 — 2005
Bachelor of Arts (BA)

Universidad de Salamanca   2003 — 2003

Tony Saba Tony Saba Greater Chicago Area Details
Tony Saba's Claymore Securities Experience January 2002 - July 2007
Job Internal Sales Consultant Supervisor at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc.   July 2007 - Present
Claymore Securities   January 2002 - July 2007
Nuveen Investments  1999 - 2002

Skills
Series 7, Mutual Funds, Series 63, Investments, Alternative Investments, Asset Allocation, Wealth Management, Asset Management, Securities, Fixed Income

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1999 — 2001
MBA, Marketing, Management, & Entrepreneurship

University of St. Thomas   1993 — 1996
Bachelor of Arts, Financial Management

Mark Johnson, CPA, CGMA Mark Johnson, CPA, CGMA Greater Chicago Area Details
Mark Johnson, CPA, CGMA's Claymore Securities Experience August 2006 - April 2007
Job Chief Financial Officer at Professional Trading Solutions (f/k/a Lightspeed Financial)
Industry Financial Services
Experience
Professional Trading Solutions (f/k/a Lightspeed Financial)   July 2015 - Present
Lightspeed Trading  February 2014 - Present
Professional Trading Solutions (f/k/a Lightspeed Financial)   December 2012 - July 2015
Lightspeed Financial  October 2010 - December 2012
Terra Nova Financial (acquired by Lightspeed Trading)   February 2010 - October 2010
Terra Nova Financiall (acquired by Lightspeed Trading)   May 2007 - February 2010
Claymore Securities   August 2006 - April 2007
LaSalle Bank  July 2005 - August 2006

Skills
Equities, Financial Analysis, Financial Modeling, Securities, Financial Services, Analysis, Strategic Financial..., Accounting, Valuation, Mergers & Acquisitions, Financial Markets, Financial Planning, Finance, Management, Options, Trading Systems, Trading, Investments, Financial Accounting, Financial Reporting, Metrics, Cash Flow Forecasting, Financial Forecasting, Budget Forecasts, Management Accounting

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2015 — 2017
Master’s Degree, Taxation

Robert Morris University - Illinois   2001 — 2005
Bachelor of Business Administration, Accounting

Tom Marik Tom Marik Houston, Texas Area Details
Tom Marik's Claymore Securities Experience July 2007 - April 2008
Job Regional Sales Consultant at Federated Investors
Industry Financial Services
Experience
Federated Investors  2008 - Present
Claymore Securities   July 2007 - April 2008
Invesco Aim  April 2003 - July 2007
Invesco Aim  September 1998 - April 2003
City of Houston  September 1997 - September 1998
Adirondack Lumberjacks   June 1997 - September 1997

Skills
Mutual Funds, Series 7, Investments, Securities, Public Speaking

Education
University of Houston   1995 — 1999
BS, Sociology Finance

Galveston College   1993 — 1995
AA, General

Sean W. Burke, CFP® Sean W. Burke, CFP® Madison, Wisconsin Area Details
Sean W. Burke, CFP®'s Claymore Securities Experience June 2005 - June 2008
Job Regional Vice President at Invesco
Industry Financial Services
Experience
Invesco  April 2010 - Present
John Hancock Life Insurance Company (U.S.A.)   April 2009 - April 2010
Russell Investment Group  June 2008 - October 2008
Claymore Securities   June 2005 - June 2008
CH Robinson  2004 - 2005
Nuveen Investments  May 2003 - August 2003

Skills
Series 7, Investments

Education
Miami University   1999 — 2003
Business, Finance

Brian Lesters Brian Lesters Greater Chicago Area Details
Brian Lesters's Claymore Securities Experience January 2005 - December 2007
Job IT manager @ CRCC Benefits
Industry Financial Services
Experience
Chicago Regional Council of Carpenters Benefit Funds   June 2014 - Present
Northern Trust Company  January 2008 - June 2014
Claymore Securities   January 2005 - December 2007
CIMCO Communications  August 2003 - January 2005
NNR Global Logistics  2002 - 2003
Empowered Software Solutions   2001 - 2003
Bond Technologies  2000 - 2001
GUI Systems   1997 - 2000
Zurich American  1995 - 1997
Zurich Insurance Company  1995 - 1997

Skills
Project Management, SDLC, Information Technology, Budgets, Microsoft SQL Server, Project Planning, Vendor Management, Enterprise Architecture, IT Strategy, Process Improvement, Requirements Gathering, Software Project..., Disaster Recovery, Software Documentation, Software Development, Databases, Management

Education
Northern Illinois University   1991 — 1995

Benet Academy   1988 — 1991
Diploma

Christine Grant Christine Grant Greater Chicago Area Details
Christine Grant's Claymore Securities Experience September 2007 - January 2010
Job IT Project Manager at Guggenheim Partners
Industry Information Technology and Services
Experience
Guggenheim Partners  April 2015 - Present
Guggenheim Partners  January 2010 - April 2015
Claymore Securities   September 2007 - January 2010
Target  July 2007 - September 2007
Blanchard Road Alliance Church   May 2007 - July 2007

Skills
Information Security, Program Management, IT Asset Management, Imanami SmartDL, Active Directory, Blackberry Enterprise..., Microsoft Office, Citrix, Altiris Deployment..., Adobe Creative Suite, Windows 7, XP, Cisco Call Manager, Dell Workstations, RSA SecurID, Symantec Endpoint..., Microsoft Exchange, Help Desk Support, IssueTrak, Cisco UCS, eFax, Disaster Recovery, VMware, Exchange Management..., Active Directory..., Altiris Incident..., Conference Plus, SharePoint, Business Objects

Education
University of Arizona   2011 — 2012
BA, Studio Art, Business

College of DuPage   2007 — 2009
Associate of Arts, Art

Wheaton Warrenville South   2003 — 2007

Ronald Farrise Ronald Farrise Greater New York City Area Details
Ronald Farrise's Claymore Securities Experience August 2007 - October 2008
Job Regional Vice PresidentWholesalerSmart Trust Unit Investment Trusts
Industry Financial Services
Experience
SmartTrust®  January 2009 - Present
Claymore Securities   August 2007 - October 2008
Advisors Asset Management, Inc.   June 2003 - July 2007
Guardian Life  June 1996 - June 2003

Skills
ETFs, Separately Managed..., Closed-end Funds, Securities, Investments, Bonds, Series 7, Series 63, Annuities, Alternative Investments, Investment Strategies, Wholesaling, Fixed Income, Asset Allocation, Asset Management, Financial Markets, Financial Planning, Unit Trusts, Mutual Funds, Fixed Annuities, Equities, Financial Services, Portfolio Management, FINRA

Education
State University of New York College at Buffalo   1977 — 1981
BA, Business Management/Communications, 3.0

Brennan, Jim Brennan, Jim Greater Chicago Area Details
Brennan, Jim's Claymore Securities Experience March 2007 - April 2008
Job Senior Operating Technician
Industry Mining & Metals
Experience
ArcelorMittal USA  September 2008 - Present
Claymore Securities   March 2007 - April 2008
Morgan Stanley  September 2001 - March 2007
TD Waterhouse Capital Markets, Inc.   July 2000 - July 2001

Skills
Alternative Investments, Asset Management, Customer Service, Investments, Mutual Funds, Portfolio Management, Sales, Series 7

Education
Purdue University - Krannert School of Management   1993 — 1998

Rob Keane Rob Keane Hartford, Connecticut Area Details
Rob Keane's Claymore Securities Experience January 2007 - January 2008
Job Associate VP Development, Planned Giving Officer at Connecticut Children's Medical Center
Industry Financial Services
Experience
Connecticut Children's Medical Center  July 2012 - Present
Merrill Lynch  January 2011 - June 2012
Paychex  March 2009 - January 2011
Virtus Investment Partners  September 2008 - December 2008
Claymore securities   January 2007 - January 2008
advest  1989 - 2006

Skills
Series 7, Mutual Funds, Securities, Asset Allocation, Investments, Wealth Management, Asset Managment, Alternative Investments, Equities, Retirement Planning, Series 63, Fixed Income

Education
University of Connecticut   1997 — 2001
MBA, Finance

Eastern Connecticut State University   1983 — 1987
bs, business

Brian Smith, SSGB Brian Smith, SSGB Greater Chicago Area Details
Brian Smith, SSGB's Claymore Securities Experience May 2002 - March 2006
Job at Unemployed
Industry Financial Services
Experience
Unemployed  August 2008 - Present
MetLife Financial Services  February 2008 - August 2008
Fixed Income Securities, LP   May 2006 - February 2008
Claymore Securities   May 2002 - March 2006
Nuveen Investments  October 1998 - March 2002
A.G. Edwards & Sons, Inc.   June 1993 - June 1996

Education
Villanova University   2010 — 2010
Masters, Six Sigma Master Certificate Program with emphasis in Financial Services

University of Illinois at Chicago   1996 — 1998
BA, Economics

Eastern Illinois University   1991 — 1993
none, Economics

Leigh Schuler Leigh Schuler Greater Chicago Area Details
Leigh Schuler's Claymore Securities Experience 2006 - 2008
Job Consultant at Deloitte Consulting
Industry Financial Services
Experience
Deloitte Consulting  August 2011 - Present
ADP  2009 - August 2011
Goldman Sachs Asset Management  2008 - 2009
Claymore Securities   2006 - 2008

Education
Northwestern University - Kellogg School of Management   2008 — 2011
MBA, Marketing and Finance

Bellarmine University   1997 — 2001
BS, Mathematics

Brian Sipich Brian Sipich Greater Chicago Area Details
Brian Sipich's Claymore Securities Experience October 2005 - January 2008
Job Quantitative Analyst at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd.  November 2011 - Present
Invesco Ltd.  January 2008 - October 2011
Claymore Securities   October 2005 - January 2008
Van Kampen Investments/Morgan Stanley   August 1999 - September 2005

Skills
Fixed Income, Fund Administration, Finance, Mutual Funds, Asset Management, Investments, Hedge Funds, Fund Accounting, Financial Analysis, Bloomberg, Financial Reporting, Securities

Education
Miami University   1997 — 1999
Master of Business Administration (M.B.A.), Finance

Millikin University   1993 — 1997
Bachelor of Science (B.S.), Finance

Dennis Mehegan Dennis Mehegan Greater Chicago Area Details
Dennis Mehegan's Claymore Securities Experience June 2004 - February 2005
Job Wholesaler at Zacks Investment Management
Industry Investment Management
Experience
Zacks Investment Management  October 2007 - Present
National City Bank  April 2006 - September 2007
Citi  February 2005 - February 2006
Claymore Securities   June 2004 - February 2005

Skills
Series 7, Mutual Funds, Alternative Investments, Series 63, Asset Allocation, ETFs, Investments, Securities, Wealth Management, Asset Management, Investment Strategies, Investment Advisory, Separately Managed..., Series 65, New Business Development, Equities

Education
DePaul University   2000 — 2004
Bachelor of Science (B.S.), Finance and Financial Management Services

Mandy Jay Mandy Jay Greater Chicago Area Details
Mandy Jay's Claymore Securities Experience November 2009 - March 2010
Job IT Consulting/Contractor
Industry Online Media
Experience
Dance N Tees Inc   October 2014 - Present
Dance N Tees Inc   October 2014 - Present
HSBC  May 2012 - May 2014
Discover Financial Services  May 2011 - May 2012
Wolters Kluwer Law & Business  August 2010 - May 2011
Claymore Securities   November 2009 - March 2010
Carthage College  September 2008 - December 2008
Siemens  February 2008 - July 2008
Caremark  May 2007 - September 2007
Society of Actuaries  January 2007 - May 2007

Skills
CSS, MySQL, CMS, Dreamweaver, WordPress, HTML, Web Development, JavaScript, User Experience, Web Content Management, Web Content Migration, Web Design, Project Co-ordination, Forum Moderation, Training, Graphic Design, Microsoft Office, Microsoft SharePoint, ColdFusion, Adobe Creative Suite, Photoshop, CA Clarity, OpenCMS, Sitefinity, WebEx, Aperture, Social Media

Education
Carthage College   2001 — 2005
Bachelor of Arts, Theatre & Communication

Andrew Revell Andrew Revell San Francisco Bay Area Details
Andrew Revell's Claymore Securities Experience January 2007 - May 2010
Job Vice President Advisor Consultant at PIMCO
Industry Financial Services
Experience
PIMCO  January 2013 - Present
PIMCO  February 2010 - Present
Claymore Securities   January 2007 - May 2010
Allianz Global Investors  January 2005 - January 2007
PIMCO Advisors  February 2001 - January 2005

Education
Hamilton College   1996 — 2000

The Hill School   1993 — 1996

Vanessa Pfaff Vanessa Pfaff Greater Chicago Area Details
Vanessa Pfaff's Claymore Securities Experience November 2006 - November 2007
Job Senior Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  2014 - Present
ADP  November 2009 - November 2012
Goldman Sachs  November 2007 - November 2008
Claymore Securities   November 2006 - November 2007
Merrill Lynch  November 2004 - November 2006

Education
Northwestern University - Kellogg School of Management   2008 — 2011
MBA, Finance, Marketing, Entrepreneurial Studies

The Ohio State University   2002 — 2006

Bob Harazin Bob Harazin Greater Chicago Area Details
Bob Harazin's Claymore Securities Experience March 2007 - April 2008
Job ETF Specialist at Invesco PowerShares
Industry Financial Services
Experience
Invesco PowerShares  September 2015 - Present
Invesco PowerShares  February 2015 - August 2015
HighTower  March 2013 - February 2015
HighTower  September 2011 - March 2013
HighTower  April 2009 - August 2011
HighTower  July 2008 - April 2009
Claymore Securities   March 2007 - April 2008
AXA Advisors  February 2006 - March 2007

Skills
Portfolio Management, Investments, CRM, Series 7, Project Management, Salesforce.com, Finance, Uniform Combined State..., Asset Allocation, Trading, Financial Advisory, Investment Advisory, Wealth Management, Alternative Investments, Series 66, Information Technology, Asset Managment, Microsoft CRM, Mutual Funds, Securities, Asset Management, Salesforce.com..., Salesforce.com..., Salesforce Training, CRM Integration, ACT CRM, Risk Management, ETFs, Financial Services, Marketing Automation, Email Marketing, HTML emails, Digital Marketing, Marketo, Data Integration

Education
University of Iowa - Henry B. Tippie College of Business   2001 — 2005
BA, Economics, Entrepreneurship

St. Francis High School   1997 — 2001

Anastasia Neitzel Anastasia Neitzel Greater Chicago Area Details
Anastasia Neitzel's Claymore Securities Experience 2004 - 2008
Job Sales Associate at ALEC | Abbott Laboratories Employee Credit Union
Industry Financial Services
Experience
William Blair & Company  September 2012 - May 2015
Guggenheim Partners  April 2011 - March 2012
Guggenheim Funds Distributors, Inc  May 2004 - April 2011
Claymore Securities   2004 - 2008
Allstate Financial  1999 - 2004
John Nuveen & Co.   1997 - 1999
Stein Roe & Farnham  1995 - 1997

Skills
Needs Analysis, Asset Allocation, ETFs, Management, Instructional Design, Staff Development, Investments, Series 63, Mutual Funds, Series 7, Strategic Planning, Securities, Sales, Performance Management, Training, Investment Strategies, Leadership

Education
Northeastern Illinois University   2004 — 2006
Masters, Adult Education

North Park University   1999 — 2001
Certificate, Finance

Valparaiso University   1991 — 1995

CFP Program

Carlos Villarreal Carlos Villarreal Greater Chicago Area Details
Carlos Villarreal's Claymore Securities Experience February 2006 - May 2009
Job Regional Vice President at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments  August 2013 - Present
Guggenheim Investments  January 2012 - July 2013
Guggenheim Funds Distributors, Inc  April 2011 - December 2011
Peace Corps  May 2009 - May 2010
Claymore Securities   February 2006 - May 2009
Wells Fargo Financial  August 2005 - February 2006

Skills
Investments, ETFs, Mutual Funds, Closed-end Funds, UITs, Series 66, Series 7, Financial Analysis, Portfolio Management, Large Group Facilitation, Uniform Combined State..., Fixed Income, Asset Allocation, Alternative Investments

Education
The University of Chicago - Booth School of Business   2011 — 2014
Master of Business Administration (MBA), Finance, Economics, Entrepreneurship

Augustana College   2001 — 2005
Bachelor of Arts (B.A.), Business Administration, Finance & Management

Omar Cheboub Omar Cheboub Itasca, Illinois Details
Omar Cheboub's Claymore Securities Experience February 2007 - April 2008
Job Connecting Talent with Opportunities at PEAK Technical Staffing USA
Industry Mechanical or Industrial Engineering
Experience
PEAK Technical Staffing USA  August 2014 - Present
Global Recruiters Network of Winfield   October 2012 - August 2014
Farmers Insurance & Financial Services  November 2008 - October 2012
Claymore Securities   February 2007 - April 2008
America 2030   2008 - 2008
Harris Bank  December 2000 - June 2006
Deutsche Asset Management  1999 - 2000
Zurich Scudder Investments  1996 - 1998

Skills
Talent Acquisition, Talent Management, Strategic Sourcing, Talent Developer, Talent Mining, Recruiting, Management, Sales Operations, Contract Negotiation, Sales, Operations Management, Applicant Tracking..., Leadership, Strategic Planning, Team Building, Financial Services, Project Management, Technical Recruiting, Process Improvement, Cold Calling, Vendor Management, Business Development, Sourcing, Human Resources, Temporary Placement, Engineering, Customer Service, Interviews

Education
Université Stendhal (Grenoble III)   1995 — 1995
Bachelor of Arts (B.A.), Cinema, Civilization, Poetry, Language

Indiana University Bloomington   1991 — 1995
B.S., Finance, French, International Business

Benet Academy   1987 — 1991
high school diploma

St. Mary of Gostyn   1980 — 1987

Charles Reese, VCP5-DCV, VCA-Cloud, MCITP Charles Reese, VCP5-DCV, VCA-Cloud, MCITP Greater Chicago Area Details
Charles Reese, VCP5-DCV, VCA-Cloud, MCITP's Claymore Securities Experience May 2010 - October 2010
Job Senior Systems Engineer at Winston & Strawn LLP
Industry Information Technology and Services
Experience
Winston & Strawn LLP  September 2014 - Present
Tympani Inc  August 2013 - September 2014
FTD, Inc.   October 2010 - August 2013
Claymore Securities   May 2010 - October 2010
SWC Technology Partners  November 2008 - December 2009
American Association of Law Libraries  November 2008 - December 2009
Alzheimer's Association National Headquarters   January 2001 - January 2006
Commercial Realty Online   January 1999 - January 2001

Skills
VMware vSphere..., EMC Storage Area..., Blade Server Technology, Virtual Desktop..., Microsoft Server ..., Fiber and Ethernet..., RSA SecurID ..., Backup and Disaster..., Exchange Server..., Cisco Aironet Wireless..., Cisco ASA Firewall..., Symantec Endpoint..., Microsoft Exchange, vSphere, Disaster Recovery, Microsoft SQL Server, VMware ESX, Storage, Cloud Computing, Storage Area Networks, Network Administration, VMware, Data Center, Cisco Technologies, Enterprise Architecture, Computer Security, Cluster

Education
University of Michigan   1989 — 1993
Bachelor of Science, Aerospace Engineering

Chris Rafford, CLU®, ChFC® Chris Rafford, CLU®, ChFC® Charlotte, North Carolina Area Details
Chris Rafford, CLU®, ChFC®'s Claymore Securities Experience February 2008 - November 2008
Job Field Sales ★ Life Insurance, Annuity, and Mutual Funds ★ External Wholesaler at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance  August 2011 - Present
State Farm Insurance  February 2009 - August 2011
Claymore Securities   February 2008 - November 2008
DWS Investments  January 2004 - January 2008
MFS Investment Management  January 1996 - December 2003

Education
Ohio University   1988 — 1992
BSC, Interpersonal Communication

Rob Engelhardt Rob Engelhardt Greater New Orleans Area Details
Rob Engelhardt's Claymore Securities Experience March 2008 - November 2008
Job Experienced Sales Executive
Industry Financial Services
Experience
Claymore Securities   March 2008 - November 2008
Claymore Securities   February 2007 - March 2008
Siren  2000 - 2002

Skills
ETFs, Finance, Financial Advisory, Investments, Leadership, Marketing, Product Development, Sales, Sales Management, Sales Operations, Separately Managed..., Series 7, Mutual Funds

Education
Illinois State University   1988 — 1992
BS, Finance

École Supérieure des Sciences Commerciales d'Angers   1991 — 1991
International Business

FINRA Series 7, 24, 66   1900 — 1900
Series, 7, 24 & 66 Licensed

Christopher Luthy Christopher Luthy Aurora, Illinois Details
Christopher Luthy's Claymore Securities Experience 2007 - 2008
Job Lead Database Administrator Legal eDiscovery at Huron Consulting Group
Industry Information Technology and Services
Experience
Huron Consulting Group  March 2012 - Present
OfficeMax  2009 - February 2012
Claymore Securities   2007 - 2008
Terra Nova Financial  2005 - 2007
JDA eHealth Systems  2003 - 2005

Skills
Disaster Recovery, Database Administration, SDLC, Enterprise Architecture, Visio, SharePoint, Troubleshooting, Integration, Business Analysis, Business Intelligence

Education
University of Iowa   1998 — 2003
BS, Computer Science

Bbhaves Patel Bbhaves Patel Greater Chicago Area Details
Bbhaves Patel's Claymore Securities Experience June 2009 - August 2009
Job Accounting Consultant at Sunrise Hospitality Inc.,
Industry Financial Services
Experience
Sunrise Hospitality Inc.,   September 2009 - December 2009
Claymore Securities   June 2009 - August 2009

Education
DePaul University   2007 — 2010
Undergrad, Finance and Accounting

Lea Zachry Lea Zachry Dallas/Fort Worth Area Details
Lea Zachry's Claymore Securities Experience August 2005 - October 2007
Job Field Sales Associate at State Farm Insurance
Industry Insurance
Experience
State Farm Insurance  April 2012 - Present
Carlisle Gallagher Consulting   June 2010 - February 2012
Multi-Funds, Inc.   May 2008 - February 2009
Claymore Securities   August 2005 - October 2007
Thompson Siegel and Walmsley   November 2001 - August 2005
Trust Company of the West  September 1998 - November 2001
Regent Investor Services/Alliance Capital Management   December 1996 - November 1998

Skills
Series 7, Series 66, Life and Health..., CFP, Sold seperately managed..., ETF's, Mutual funds, Retirement Benefits for..., Marketing, Uniform Combined State..., Investments, Separately Managed..., Mutual Funds, Life Insurance, Certified Financial..., Management, ETFs, 401k

Education
Union University   1971 — 1975
B.S., Sociology, Psychology

Tom Ogan Tom Ogan Greater Chicago Area Details
Tom Ogan's Claymore Securities Experience 2006 - 2008
Job Sales at EPiServer AB
Industry Computer Software
Experience
EPiServer AB  2010 - Present
Calamos Investments  2008 - 2009
Claymore Securities   2006 - 2008

Skills
Web Content Management, E-commerce, Sales, Digital Marketing, Lead Generation, CMS, SEO, Web Project Management, Sales Process, Strategic Partnerships, Online Marketing, EPiServer, Social Media, CRM, Web Analytics, Management, LinkedIn, Online Research, Consultative Sales..., Web 2.0, Enterprise Content..., Mobile Marketing, Personalization, Online Communications, Digital Asset Management, Enterprise Technology..., Web Technologies, ROI Optimization, TCO reduction, SaaS, Ninja Skills

Education
University of Illinois at Chicago
BFA, Electronic Visualization

Greg Kyles, AAMS ® Greg Kyles, AAMS ® Westmont, Illinois Details
Greg Kyles, AAMS ®'s Claymore Securities Experience 2005 - 2009
Job Private Wealth Advisor
Industry Financial Services
Experience
Atlas Wealth Management   February 2015 - Present
Compass Financial Group of Raymond James   May 2012 - July 2014
John Hancock Retirement Plan Services  September 2011 - February 2012
Edward Jones  September 2009 - January 2011
Claymore Securities   2005 - 2009
Van Kampen Investments  1999 - 2005

Skills
401k, Retirement Plan..., 401k Rollovers, Annuities, Mutual Funds, Public Speaking, Consultative Selling, Portfolio Optimization

Education
University of Iowa - Henry B. Tippie College of Business   1995 — 1999
BBA, Marketing, Management Information Systems

Drew Schenk Drew Schenk Greater St. Louis Area Details
Drew Schenk's Claymore Securities Experience 2006 - 2008
Job Regional Vice President at KBS Capital Markets Group
Industry Financial Services
Experience
KBS Capital Markets Group  2011 - Present
American Legacy/Lincoln   2008 - 2010
Claymore Securities   2006 - 2008
Westminster Securities Corporation  2004 - 2006
Thomson Reuters  2000 - 2004
Bridge Information Systems  1988 - 2004

Skills
Trading, Management, Marketing, Sales, Investments, Mutual Funds, Series 7, Securities, Series 63, Equities, Portfolio Management, Asset Allocation

Education
Denison University   1984 — 1988
BA, Political Science; Speech Communication

Matt Boren Matt Boren Greater Chicago Area Details
Matt Boren's Claymore Securities Experience March 2007 - October 2008
Job Regional Investment Consultant
Industry Financial Services
Experience
T. Rowe Price  July 2014 - Present
Nuveen Investments  October 2008 - July 2014
Claymore Securities   March 2007 - October 2008

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2006 — 2009
MBA, Entrepreneurship and Financial Analysis

St. Olaf College   1999 — 2002
Economics, Economics

Nicholas Dalmaso Nicholas Dalmaso Greater Chicago Area Details
Nicholas Dalmaso's Claymore Securities Experience November 2001 - May 2008
Job General Counsel M1 Finance
Industry Financial Services
Experience
M1 Finance   April 2015 - Present
Destra Capital  August 2008 - November 2014
Claymore Securities   November 2001 - May 2008
Nuveen Investments  July 1999 - November 2001
Van Kampen Investments  May 1992 - July 1999

Education
Illinois Institute of Technology   1988 — 1991
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law

University of Illinois at Urbana-Champaign   1983 — 1987
Bachelor's degree, Economics and Political Science

Maine Township High School East   1979 — 1983

Frank Gallery Frank Gallery Lake Mary, Florida Details
Frank Gallery's Claymore Securities Experience January 2007 - March 2009
Job
Industry Accounting
Experience
Ace Hardware  May 2012 - June 2012
Northern Trust  March 2009 - January 2012
Claymore Securities   January 2007 - March 2009
RONIN CAPITAL, LLC  May 2005 - January 2007
BANK ONE CAPITAL MARKETS  November 1999 - May 2005
BANK ONE CAPITAL MARKETS  November 1999 - June 2001
Chicago Board of Trade  June 1998 - November 1999
INGRAM & COMPANY   January 1998 - June 1998

Skills
Financial Reporting, Auditing, Financial Analysis, Accounting, Reconciliation, General Ledger, Funding, Investments, Balance, Accounts Payable, Financial Accounting, Excel, Trading, Securities, Bank Reconciliation, Risk Management, Account Reconciliation, Financial Statements, Microsoft Excel, Management, Analysis, Mutual Funds, Accruals, Accounts Receivable, Leadership, Strategic Financial..., Financial Risk

Education
Keller Graduate School of Management of DeVry University   2015 — 2016
Masters of Accountancy, Accounting

Elmhurst College   1996 — 1998
B.S., Accounting

Mi Yong Lang Mi Yong Lang Greater Chicago Area Details
Mi Yong Lang's Claymore Securities Experience January 2006 - August 2007
Job Vice President Fund Accounting at First Trust Portfolios L.P.
Industry Financial Services
Experience
First Trust  April 2013 - Present
Guggenheim Funds Investment Advisors   August 2007 - April 2013
Claymore Securities   January 2006 - August 2007
Calamos Investments  May 2005 - January 2006
Van Kampen Funds  February 1997 - May 2005

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2001 — 2004
MBA, Finance

Illinois State University   1992 — 1996
B.S., Finance and International Business

Don Swade Don Swade Greater Chicago Area Details
Don Swade's Claymore Securities Experience September 2006 - September 2010
Job Vice President Fund Accounting and Administration at First Trust Portfolios L.P.
Industry Financial Services
Experience
First Trust Portfolios L.P.   April 2012 - Present
Guggenheim Funds  September 2006 - May 2012
Claymore Securities   September 2006 - September 2010
Morgan Stanley /Van Kampen Investments   May 2003 - September 2006

Skills
Bloomberg, Series 7, Mutual Funds, ETFs, Fund Administration, Fixed Income, Fund Accounting, Securities, Financial Reporting, Investments, Derivatives, Finance, Bonds, Asset Management, Alternative Investments, Series 63, Investment Management, Hedge Funds, Equities, Portfolio Management, FINRA, Investment Strategies

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1998 — 2001
MBA, Finance

Loras College   1990 — 1994
BA, Finance

Jenifer Westrom Jenifer Westrom Greater Chicago Area Details
Jenifer Westrom's Claymore Securities Experience May 2006 - May 2007
Job Fund Administration Supervisor
Industry Financial Services
Experience
Guggenheim Investments  February 2015 - April 2015
Guggenheim Investments  May 2013 - August 2014
Guggenheim Investments  May 2007 - May 2013
Claymore Securities   May 2006 - May 2007
Claymore Securities   December 2005 - May 2006

Skills
Mutual Funds, Investments, ETFs, Alternative Investments, Fund Administration

Education
Northern Illinois University   2003 — 2005
Bachelor of Arts (B.A.), Economics

Patrick Swenson Patrick Swenson United States Details
Patrick Swenson's Claymore Securities Experience May 2006 - January 2009
Job System Administrator at US Army
Industry Military
Experience
US Army  November 2011 - Present
Claymore Securities   May 2006 - January 2009

Education
Northern Illinois University   2005 — 2009
Bachelor's degree, Business, Management, Marketing, and Related Support Services