Cleary Gull
Description
Address: 411 E Wisconsin Ave # 1850, Milwaukee, WI 53202 Phone: (414) 291-4500: : Hours: Place name: Website: : : : : Category: Website: http://clearygull.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Cleary Gull Holdings Inc Posting publicly on the Web Write a review Reviews Be the first to review
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Cleary Gull Employees
Employee
Years
Job
Industry
Steve Perritt, CFA, CFP Steve Perritt, CFA, CFP's Cleary Gull Experience August 2011 - November 2013
Job Senior Portfolio Manager at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management November 2013 - Present
Cleary Gull August 2011 - November 2013
Robert W. Baird & Co. October 2004 - August 2011
William Blair & Company April 2000 - October 2004
Northern Trust June 1996 - April 2000
Skills
Professional Portfolio..., Certified Financial..., Chartered Financial..., Equities, Retirement Planning, High Net Worth..., Family Office, Series 7, Asset Allocation, Mutual Funds, Wealth Management, Investment Advisory, Alternative Investments, Securities, Portfolio Management, Strategy, Investments, Asset Management, Valuation, Hedge Funds, Strategic Financial...
Education
University of Illinois at Urbana-Champaign 1990 — 1992
Master's degree, Finance, General
The Citadel 1986 — 1990
Bachelor of Arts (B.A.)
Stevenson High School 1982 — 1986
Northern Trust Asset Management November 2013 - Present
Cleary Gull August 2011 - November 2013
Robert W. Baird & Co. October 2004 - August 2011
William Blair & Company April 2000 - October 2004
Northern Trust June 1996 - April 2000
Skills
Professional Portfolio..., Certified Financial..., Chartered Financial..., Equities, Retirement Planning, High Net Worth..., Family Office, Series 7, Asset Allocation, Mutual Funds, Wealth Management, Investment Advisory, Alternative Investments, Securities, Portfolio Management, Strategy, Investments, Asset Management, Valuation, Hedge Funds, Strategic Financial...
Education
University of Illinois at Urbana-Champaign 1990 — 1992
Master's degree, Finance, General
The Citadel 1986 — 1990
Bachelor of Arts (B.A.)
Stevenson High School 1982 — 1986
Edward Johns Edward Johns's Cleary Gull Experience July 2012 - February 2013
Job Independent Video Professional
Industry Entertainment
Experience
Self-Employed March 2013 - Present
Cleary Gull July 2012 - February 2013
Friends of Boerner Botanical Gardens June 2007 - June 2012
Self-Employed May 2006 - May 2007
Cramer December 2004 - April 2006
Skills
Digital Video, Story Producing, Web Video, Adobe Creative Suite, Microsoft Excel
Education
University of Pittsburgh
Bachelor of Arts (B.A.), Film Studies, 3.4
Boston University Center for Digital Imaging Arts
Certificate Program, Digital Filmmaking
Self-Employed March 2013 - Present
Cleary Gull July 2012 - February 2013
Friends of Boerner Botanical Gardens June 2007 - June 2012
Self-Employed May 2006 - May 2007
Cramer December 2004 - April 2006
Skills
Digital Video, Story Producing, Web Video, Adobe Creative Suite, Microsoft Excel
Education
University of Pittsburgh
Bachelor of Arts (B.A.), Film Studies, 3.4
Boston University Center for Digital Imaging Arts
Certificate Program, Digital Filmmaking
Rob Damron Rob Damron's Cleary Gull Experience 1996 - 2001
Job Investment Manager at Baraboo Growth
Industry Investment Management
Experience
Baraboo Growth October 2014 - Present
1492 Capital Management, LLC 2008 - 2014
21st Century Equities 2003 - 2008
Southwest Securities 2001 - 2003
Cleary Gull 1996 - 2001
Key Bank 1992 - 1996
Skills
Equity Research, Equities, Portfolio Management, Asset Management, Financial Modeling, Asset Allocation, Investments, Private Equity, Valuation, Mutual Funds, Sell Side, Series 7
Education
Cleveland State University 1991 — 1991
MBA, Management
Miami University 1984 — 1988
Bachelor of Science, Finance
Baraboo Growth October 2014 - Present
1492 Capital Management, LLC 2008 - 2014
21st Century Equities 2003 - 2008
Southwest Securities 2001 - 2003
Cleary Gull 1996 - 2001
Key Bank 1992 - 1996
Skills
Equity Research, Equities, Portfolio Management, Asset Management, Financial Modeling, Asset Allocation, Investments, Private Equity, Valuation, Mutual Funds, Sell Side, Series 7
Education
Cleveland State University 1991 — 1991
MBA, Management
Miami University 1984 — 1988
Bachelor of Science, Finance
Pete Schumacher Pete Schumacher's Cleary Gull Experience May 2007 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Interfaith Older Adult Programs, Inc. 2009 - Present
Cleary Gull May 2007 - Present
PGA 2010 - 2010
M&I Financial Advisors June 2005 - December 2006
M&I Financial Advisors May 2003 - June 2005
Skills
Investments, Strategic Planning, Financial Planning, Wealth Management, Finance, Risk Management, Retirement Planning, Strategic Financial..., Mergers & Acquisitions, Management, Insurance, Relationship Management
Education
Carthage College 1982 — 1986
Bachelor of Arts (B.A.), Accounting
Appleton East High school 1980 — 1982
Interfaith Older Adult Programs, Inc. 2009 - Present
Cleary Gull May 2007 - Present
PGA 2010 - 2010
M&I Financial Advisors June 2005 - December 2006
M&I Financial Advisors May 2003 - June 2005
Skills
Investments, Strategic Planning, Financial Planning, Wealth Management, Finance, Risk Management, Retirement Planning, Strategic Financial..., Mergers & Acquisitions, Management, Insurance, Relationship Management
Education
Carthage College 1982 — 1986
Bachelor of Arts (B.A.), Accounting
Appleton East High school 1980 — 1982
Abigail (Kobriger) Schlosser Abigail (Kobriger) Schlosser's Cleary Gull Experience January 2015 - Present
Job Marketing Coordinator at Cleary Gull
Industry Financial Services
Experience
Cleary Gull January 2015 - Present
Cleary Gull April 2012 - January 2015
Evans Transportation Services July 2010 - April 2012
Superior Die Set Corporation December 2008 - July 2010
HUI, Inc. June 2005 - December 2008
Education
Milwaukee Area Technical College 2012 — 2014
Associate of Arts (A.A.), Graphic Design
University of Wisconsin-Stevens Point 2004 — 2008
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Cleary Gull January 2015 - Present
Cleary Gull April 2012 - January 2015
Evans Transportation Services July 2010 - April 2012
Superior Die Set Corporation December 2008 - July 2010
HUI, Inc. June 2005 - December 2008
Education
Milwaukee Area Technical College 2012 — 2014
Associate of Arts (A.A.), Graphic Design
University of Wisconsin-Stevens Point 2004 — 2008
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Lisa Valdez Cheeseman's Cleary Gull Experience September 2001 - June 2007
Job PT Administrator at St.Paul Lutheran Church and School
Industry Marketing and Advertising
Experience
St.Paul Lutheran Church and School May 2013 - Present
Baker Tilly Virchow Krause, LLP January 2012 - May 2013
American Appraisal Associates October 2010 - January 2012
Cleary Gull September 2001 - June 2007
Robert W. Baird & Co. 1992 - 2001
Tri-City National Bank 1992 - 1994
Skills
Marketing, Marketing Communications, Marketing Strategy, Market Research, Problem Solving, Microsoft Suites, Financial Modeling, Budget, Business Strategy, Business Planning, Business Process..., Events, Email Marketing, Direct Marketing, Business Development, Public Relations, Event Planning, Proposal Writing, Budgets, Microsoft Office, Customer Service
Education
University of Phoenix-Milwaukee Campus 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
St.Paul Lutheran Church and School May 2013 - Present
Baker Tilly Virchow Krause, LLP January 2012 - May 2013
American Appraisal Associates October 2010 - January 2012
Cleary Gull September 2001 - June 2007
Robert W. Baird & Co. 1992 - 2001
Tri-City National Bank 1992 - 1994
Skills
Marketing, Marketing Communications, Marketing Strategy, Market Research, Problem Solving, Microsoft Suites, Financial Modeling, Budget, Business Strategy, Business Planning, Business Process..., Events, Email Marketing, Direct Marketing, Business Development, Public Relations, Event Planning, Proposal Writing, Budgets, Microsoft Office, Customer Service
Education
University of Phoenix-Milwaukee Campus 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Lynn Floeter Lynn Floeter's Cleary Gull Experience June 2012 - May 2013
Job Database Coordinator
Industry Hospital & Health Care
Experience
Ministry Health Care August 2013 - Present
ManpowerGroup June 2013 - July 2013
Cleary Gull June 2012 - May 2013
CliftonLarsonAllen 2013 - 2013
Muehe and Newton, LLP May 2011 - September 2011
Associated Bank February 2009 - April 2011
Family Christian August 2009 - December 2009
McLario, Helm & Bertling March 2008 - February 2009
Muehe and Newton, LLP - Canandaigua, NY April 2000 - November 2007
Drive Systems Technology, Inc July 1991 - August 1999
Skills
Legal Writing, Investment Banking, Corporate Law, Strategic Financial..., Commercial Litigation, Estate Planning, Legal Documents, Trusts, Accounting, Loans, Notary Public, Investments, Bankruptcy, Securities, Litigation, Finance, Westlaw, Financial Analysis, Legal Research, Family Law, Courts, Corporate Governance, Administrative..., Training
Education
Alverno College 2013 — 2016
Bachelor's degree, Computer Management & Information Technology
Bryant & Stratton College - Wauwatosa, WI 2013 — 2013
Finger Lakes Community College 1999 — 2001
A.A.S., Paralegal, 4.0
Gateway Technical College 1997 — 1999
4 quarters completed, Accounting, 3.7
Ministry Health Care August 2013 - Present
ManpowerGroup June 2013 - July 2013
Cleary Gull June 2012 - May 2013
CliftonLarsonAllen 2013 - 2013
Muehe and Newton, LLP May 2011 - September 2011
Associated Bank February 2009 - April 2011
Family Christian August 2009 - December 2009
McLario, Helm & Bertling March 2008 - February 2009
Muehe and Newton, LLP - Canandaigua, NY April 2000 - November 2007
Drive Systems Technology, Inc July 1991 - August 1999
Skills
Legal Writing, Investment Banking, Corporate Law, Strategic Financial..., Commercial Litigation, Estate Planning, Legal Documents, Trusts, Accounting, Loans, Notary Public, Investments, Bankruptcy, Securities, Litigation, Finance, Westlaw, Financial Analysis, Legal Research, Family Law, Courts, Corporate Governance, Administrative..., Training
Education
Alverno College 2013 — 2016
Bachelor's degree, Computer Management & Information Technology
Bryant & Stratton College - Wauwatosa, WI 2013 — 2013
Finger Lakes Community College 1999 — 2001
A.A.S., Paralegal, 4.0
Gateway Technical College 1997 — 1999
4 quarters completed, Accounting, 3.7
Colleen Costello Colleen Costello's Cleary Gull Experience September 2015 - Present
Job Research Associate at Cleary Gull
Industry Financial Services
Experience
Cleary Gull September 2015 - Present
Milwaukee Rowing Club March 2015 - Present
Alpha Investment Consulting Group, LLC February 2015 - August 2015
Prevent Blindness Wisconsin September 2014 - December 2014
Bulle Rock Capital January 2014 - May 2014
Robert W. Baird & Co. May 2013 - August 2013
Milwaukee Rowing Club May 2010 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Financial Modeling, Equity Research, Financial Analysis, Team Building
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration, Finance
University School of Milwaukee 2007 — 2010
High School
Cleary Gull September 2015 - Present
Milwaukee Rowing Club March 2015 - Present
Alpha Investment Consulting Group, LLC February 2015 - August 2015
Prevent Blindness Wisconsin September 2014 - December 2014
Bulle Rock Capital January 2014 - May 2014
Robert W. Baird & Co. May 2013 - August 2013
Milwaukee Rowing Club May 2010 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Financial Modeling, Equity Research, Financial Analysis, Team Building
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration, Finance
University School of Milwaukee 2007 — 2010
High School
Chuck Allison Chuck Allison's Cleary Gull Experience June 2015 - Present
Job Assistant VP Relationship Manager at Cleary Gull
Industry Investment Management
Experience
Cleary Gull June 2015 - Present
Northwestern Mutual April 2014 - June 2015
Northwestern Mutual May 2011 - May 2014
Northwestern Mutual April 2013 - April 2014
Northwestern Mutual May 2012 - April 2013
Oregon Community Swim Club April 2010 - December 2011
Oregon Community Swim Club April 2010 - December 2011
Oregon High School August 2010 - November 2011
Skills
Financial Planning, Financial Services, Financial Analysis, Financial Modeling, Microsoft Excel, Life Insurance, Disability Insurance, Term Life Insurance, Leadership, Microsoft Office, Customer Service, Public Speaking, Health Insurance, Risk Management, Management, Training, Securities, Time Management, Small Business, Project Planning, Finance, Fixed Annuities, Recruiting, Retirement Planning, Coaching, Sports, PowerPoint, Teamwork
Education
University of Wisconsin-Madison 2009 — 2011
Bachelors, Kinesiology
The Ohio State University 2007 — 2009
Bachelors, Kinesiology
Cleary Gull June 2015 - Present
Northwestern Mutual April 2014 - June 2015
Northwestern Mutual May 2011 - May 2014
Northwestern Mutual April 2013 - April 2014
Northwestern Mutual May 2012 - April 2013
Oregon Community Swim Club April 2010 - December 2011
Oregon Community Swim Club April 2010 - December 2011
Oregon High School August 2010 - November 2011
Skills
Financial Planning, Financial Services, Financial Analysis, Financial Modeling, Microsoft Excel, Life Insurance, Disability Insurance, Term Life Insurance, Leadership, Microsoft Office, Customer Service, Public Speaking, Health Insurance, Risk Management, Management, Training, Securities, Time Management, Small Business, Project Planning, Finance, Fixed Annuities, Recruiting, Retirement Planning, Coaching, Sports, PowerPoint, Teamwork
Education
University of Wisconsin-Madison 2009 — 2011
Bachelors, Kinesiology
The Ohio State University 2007 — 2009
Bachelors, Kinesiology
Ryan Olsta Ryan Olsta's Cleary Gull Experience September 2004 - Present
Job Managing Director Investment Banking at Cleary Gull Inc.
Industry Investment Banking
Experience
Cleary Gull September 2004 - Present
A.G. Edwards & Sons, Inc. 2000 - 2004
Skills
Valuation, Business Valuation, Private Equity, Financial Modeling, Investment Banking, Portfolio Management, M&A experience, Investments, Financial Analysis, Venture Capital, Business Strategy, Mergers & Acquisitions, Alternative Investments, Corporate Development, Equities, Asset Management
Education
Washington University in St. Louis - Olin Business School 1999 — 2001
MBA, Business
University of Notre Dame 1992 — 1996
BBA, Accounting
Cleary Gull September 2004 - Present
A.G. Edwards & Sons, Inc. 2000 - 2004
Skills
Valuation, Business Valuation, Private Equity, Financial Modeling, Investment Banking, Portfolio Management, M&A experience, Investments, Financial Analysis, Venture Capital, Business Strategy, Mergers & Acquisitions, Alternative Investments, Corporate Development, Equities, Asset Management
Education
Washington University in St. Louis - Olin Business School 1999 — 2001
MBA, Business
University of Notre Dame 1992 — 1996
BBA, Accounting
Christopher Larsen Christopher Larsen's Cleary Gull Experience October 2013 - Present
Job Investment Banking Associate at Cleary Gull
Industry Investment Banking
Experience
Cleary Gull October 2013 - Present
Cleary Gull October 2012 - October 2013
Robert W. Baird & Co. July 2011 - September 2012
Metronome Partners LLC April 2010 - December 2010
Creative Enterprise Center April 2008 - May 2009
Diverse Options February 2007 - May 2009
Skills
Financial Modeling, Mergers, Equities, Investment Banking, Entrepreneurship, Corporate Finance, Financial Analysis, Restructuring, Valuation, Mergers & Acquisitions, Financial Reporting, Business Planning, Start-ups, Economics, Business Development, Private Equity, Finance
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2009 — 2011
M.B.A., Finance
Ripon College 2005 — 2009
B.A., Mathematics, Economics, Business Administration
Cleary Gull October 2013 - Present
Cleary Gull October 2012 - October 2013
Robert W. Baird & Co. July 2011 - September 2012
Metronome Partners LLC April 2010 - December 2010
Creative Enterprise Center April 2008 - May 2009
Diverse Options February 2007 - May 2009
Skills
Financial Modeling, Mergers, Equities, Investment Banking, Entrepreneurship, Corporate Finance, Financial Analysis, Restructuring, Valuation, Mergers & Acquisitions, Financial Reporting, Business Planning, Start-ups, Economics, Business Development, Private Equity, Finance
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2009 — 2011
M.B.A., Finance
Ripon College 2005 — 2009
B.A., Mathematics, Economics, Business Administration
Jaclyn Small Jaclyn Small's Cleary Gull Experience July 2013 - Present
Job Investment Advisory Analyst at Cleary Gull Private Client Group
Industry Investment Banking
Experience
Cleary Gull July 2013 - Present
Cleary Gull June 2011 - July 2013
Brown University September 2007 - May 2011
New England Brokerage Corporation February 2010 - September 2010
Education
Brown University 2007 — 2011
Commerce, Organizations, and Entrepreneurship
Cleary Gull July 2013 - Present
Cleary Gull June 2011 - July 2013
Brown University September 2007 - May 2011
New England Brokerage Corporation February 2010 - September 2010
Education
Brown University 2007 — 2011
Commerce, Organizations, and Entrepreneurship
Ryan Chimenti's Cleary Gull Experience August 2005 - Present
Job Managing Director at Cleary Gull Inc. – Investment Banking
Industry Investment Banking
Experience
Cleary Gull August 2005 - Present
Cornerstone Business Services January 2005 - August 2005
Wells Fargo March 1995 - May 2003
Skills
Mergers, Investment Banking, Middle Market, Valuation, Transaction, Financial Modeling, Finance, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Financial Transactions, Strategic Planning, Portfolio Management, Business Valuation, Private Equity, Mutual Funds, Investments, Financial Analysis, Earned Value Management, Due Diligence
Education
University of Notre Dame - Mendoza College of Business 2003 — 2004
MBA
Boston College 1990 — 1994
BS, Finance
Marquette University High School 1986 — 1990
Cleary Gull August 2005 - Present
Cornerstone Business Services January 2005 - August 2005
Wells Fargo March 1995 - May 2003
Skills
Mergers, Investment Banking, Middle Market, Valuation, Transaction, Financial Modeling, Finance, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Financial Transactions, Strategic Planning, Portfolio Management, Business Valuation, Private Equity, Mutual Funds, Investments, Financial Analysis, Earned Value Management, Due Diligence
Education
University of Notre Dame - Mendoza College of Business 2003 — 2004
MBA
Boston College 1990 — 1994
BS, Finance
Marquette University High School 1986 — 1990
Robert Holton Robert Holton's Cleary Gull Experience May 2014 - Present
Job Vice President Private Client Group at Cleary Gull
Industry Financial Services
Experience
Cleary Gull May 2014 - Present
Skills
FINRA series 7, 63, 65, Licensed Life Insurance..., Strategic Financial..., Risk Management, Financial Services, Wealth Management...
Education
Marquette University 2003 — 2005
Masters of Business, Business Administration
Cleary Gull May 2014 - Present
Skills
FINRA series 7, 63, 65, Licensed Life Insurance..., Strategic Financial..., Risk Management, Financial Services, Wealth Management...
Education
Marquette University 2003 — 2005
Masters of Business, Business Administration
Dan Crangle's Cleary Gull Experience 1998 - March 2000
Job Director of Telecommunications at Brookdale Senior Living
Industry Information Technology and Services
Experience
Brookdale Senior Living Manager End User ServicesAlterra Healthcare
Alterra Healthcare now Brookdale Senior Living 2000 - Present
Alterra Healthcare Corporation (Brookdale Senior Living) 2000 - Present
Brookdale 2000 - Present
Alterra Health Care (now known as Brookdale Living) 2000 - Present
Market America, Inc. 2012 - 2013
Cleary Gull 1998 - March 2000
Tucker Anthony Cleary Gull 1998 - March 2000
Communications, Cabling and Networking October 1996 - 1998
Ameritech March 1988 - October 1996
Education
Cardinal Stritch University
Brookdale Senior Living Manager End User ServicesAlterra Healthcare
Alterra Healthcare now Brookdale Senior Living 2000 - Present
Alterra Healthcare Corporation (Brookdale Senior Living) 2000 - Present
Brookdale 2000 - Present
Alterra Health Care (now known as Brookdale Living) 2000 - Present
Market America, Inc. 2012 - 2013
Cleary Gull 1998 - March 2000
Tucker Anthony Cleary Gull 1998 - March 2000
Communications, Cabling and Networking October 1996 - 1998
Ameritech March 1988 - October 1996
Education
Cardinal Stritch University
Tina Hohman's Cleary Gull Experience April 2015 - Present
Job Director of Client Services at Cleary Gull
Industry Financial Services
Experience
Cleary Gull April 2015 - Present
Cleary Gull April 2007 - March 2015
Argus 2005 - 2006
Northstar Consulting Group 2004 - 2005
Northstar Companies 2000 - 2004
AXA Advisors 1994 - 2000
Skills
Investments, Strategic Planning, Mergers, Series 7, Series 63, Strategy, Strategic Financial..., Budgets, Team Building, Integrated Marketing, ROMI, Coaching, Content Marketing, Mergers & Acquisitions, Marketing, Management, Public Relations, Marketing Communications, Marketing Strategy, Business Development, Insurance, Leadership, Financial Services, Financial Planning, Email Marketing
Education
Illinois State University 1989 — 1993
International Business, Spanish
Cleary Gull April 2015 - Present
Cleary Gull April 2007 - March 2015
Argus 2005 - 2006
Northstar Consulting Group 2004 - 2005
Northstar Companies 2000 - 2004
AXA Advisors 1994 - 2000
Skills
Investments, Strategic Planning, Mergers, Series 7, Series 63, Strategy, Strategic Financial..., Budgets, Team Building, Integrated Marketing, ROMI, Coaching, Content Marketing, Mergers & Acquisitions, Marketing, Management, Public Relations, Marketing Communications, Marketing Strategy, Business Development, Insurance, Leadership, Financial Services, Financial Planning, Email Marketing
Education
Illinois State University 1989 — 1993
International Business, Spanish
Patrick Bremmer's Cleary Gull Experience October 2012 - Present
Job Vice President at Cleary Gull
Industry Investment Banking
Experience
Cleary Gull October 2012 - Present
Cleary Gull July 2007 - September 2012
ExxonMobil September 2000 - June 2007
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Finance, Strategy, Leadership
University of Wisconsin-Madison 1996 — 2000
BS, Civil Engineering
Cleary Gull October 2012 - Present
Cleary Gull July 2007 - September 2012
ExxonMobil September 2000 - June 2007
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Finance, Strategy, Leadership
University of Wisconsin-Madison 1996 — 2000
BS, Civil Engineering
Eric Vogt's Cleary Gull Experience June 2014 - Present
Job Investment Banking at Cleary Gull
Industry Investment Banking
Experience
Cleary Gull June 2014 - Present
Charter Manufacturing September 2012 - May 2014
Charter Manufacturing June 2011 - August 2012
Kohler Co. June 2010 - June 2011
Kohler Co. June 2008 - May 2010
Skills
Financial Analysis, Mergers & Acquisitions, Financial Reporting, Aquisition, Strategic Alliances, Business Development, Financial Modeling, Capital IQ, Investment Banking, Finance
Education
Northwestern University - Kellogg School of Management 2013 — 2013
Executive Programs, Merger Week: Creating Value Through Strategic Acquisitions and Alliances
Marquette University 2004 — 2008
BS, Finance and Real Estate
Cleary Gull June 2014 - Present
Charter Manufacturing September 2012 - May 2014
Charter Manufacturing June 2011 - August 2012
Kohler Co. June 2010 - June 2011
Kohler Co. June 2008 - May 2010
Skills
Financial Analysis, Mergers & Acquisitions, Financial Reporting, Aquisition, Strategic Alliances, Business Development, Financial Modeling, Capital IQ, Investment Banking, Finance
Education
Northwestern University - Kellogg School of Management 2013 — 2013
Executive Programs, Merger Week: Creating Value Through Strategic Acquisitions and Alliances
Marquette University 2004 — 2008
BS, Finance and Real Estate