Claymore Securities
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Claymore Securities Employees
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Sunrise Hospitality Inc., September 2009 - December 2009
Claymore Securities June 2009 - August 2009
Education
DePaul University 2007 — 2010
Undergrad, Finance and Accounting
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
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
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
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
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
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
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
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
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
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
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