Cleary Gull Inc.
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
Cleary Gull Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Cleary Gull Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Cleary Gull Inc. Employees
EisnerAmper LLP February 2012 - Present
HLW Fund Services LLC January 2009 - February 2012
Spectrum Global Fund Administration December 2006 - December 2008
Griffin Kubik Stephens & Thompson September 2001 - December 2006
Cleary Gull Inc. December 1996 - August 2001
Tucker Anthony Capital Markets December 1996 - August 2001
Rodman & Renshaw September 1995 - December 1996
Fuji Securities March 1986 - September 1995
Spicer & Oppenheim 1983 - 1986
Skills
Hedge Funds, Alternative Investments, Fund Administration, Management, Fund Of Funds, Securities, Mergers & Acquisitions, Asset Management, Private Equity, Investments, Accounting
Education
University of Illinois at Chicago 1976 — 1980
BS, Accounting
Hendricks Holding Company, Inc. 2006 - Present
Cleary Gull Inc. 2005 - 2006
Fischer & Associates 2003 - 2005
Marquette Capital Partners 1999 - 2002
B.C Ziegler & Co. 1997 - 1999
Robert W. Baird 1987 - 1996
U.S. Air Force 1982 - 1994
Skills
Mergers & Acquisitions, Due Diligence, Mergers, Finance, Venture Capital, Investments, Executive Management, Strategic Planning, Valuation, Financial Modeling, Private Equity, Investment Banking, Divestitures, Business Valuation, Corporate Finance, Restructuring, Business Strategy, Corporate Development, Management, Portfolio Management, Financial Analysis, New Business Development
Education
Purdue University
B.S.
University of Wisconsin-Madison
M.B.A., Finance
Alliance Bernstein Institutional SalesSanford C. Bernstein2008 - Present
Robert W. Baird 2006 - 2008
Lehman Brothers 2004 - 2006
Cleary Gull Inc. 1998 - 2001
Miller Brewing Company 1996 - 1998
Education
University of Wisconsin-Madison 1994 — 1995
BS, finance
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
RW Baird Managing DirectorRobert W. Baird2001 - Present
Cleary Gull Inc. October 1996 - November 2001
Education
Stanford University Graduate School of Business 1975 — 1977
MBA, Finance
University of Wisconsin-Madison 1960 — 1965
BS, Agriculture/Biochemistry
Wells Capital Management February 2010 - Present
Cleary Gull Holdings October 2008 - February 2010
Cleary Gull Inc. October 2006 - October 2008
Robert W. Baird December 2005 - September 2006
Robert W. Baird & Co. March 2005 - December 2005
The Institute for Entrepreneurship March 2003 - August 2004
Skills
Financial Modeling, Portfolio Management, Investments, Mutual Funds, Funding, Analysis, Asset Management, Financial Analysis, Due Diligence
Education
Marquette University 2006 — 2008
MBA, Business
University of Wisconsin-Milwaukee - Lubar School of Business 2002 — 2006
BBA, Finance & Marketing
Wells Capital Management September 2010 - Present
Cleary Gull Inc. January 1998 - October 2010
M&I Bank June 1992 - December 1997
Education
The University of Chicago Booth School of Business 1998 — 2001
MBA, Finance
University of Wisconsin-Whitewater 1988 — 1992
BBA, Finance
InControl Medical LLC April 2014 - Present
Maureen Oster January 2012 - Present
Mountain Lake Corporation 2011 - Present
Wisconsin Policy Research Institute 2009 - Present
Marquette University Business School Advisory Board 1983 - June 2014
Bentley World Packaging Ltd 2012 - 2014
Cleary Gull Inc. March 2003 - December 2012
Cardinal Stritch University 2004 - 2012
MBO Cleary June 2003 - 2012
Lipper Advisory Services 1985 - 2009
Skills
Investment Advisory, Retirement, Pension Funds, Foundations, Endowments, Public Speaking, Corporate Governance, Public Policy, Investment Strategies, Asset Allocation, Portfolio Management, Investment Management, Retirement Planning, Board Development, Risk Management, Mutual Funds, Investments, Due Diligence, Finance, Strategy
Education
Barat College of DePaul University 1967 — 1969
BA, Spanish, Economics, French
College of New Rochelle
GMR Marketing January 2013 - Present
Harley-Davidson Motor Company June 2012 - November 2012
Harley-Davidson Motor Company - February 2010 - June 2012
Harley-Davidson Motor Company 2007 - 2009
Spherion February 2005 - August 2007
Cleary Gull Inc. October 1997 - December 2004
Skills
Training, Process Improvement, Leadership, Employee Training, Microsoft Office, Software Documentation, Access, Project Management, Leadership Development, Customer Satisfaction, Event Planning, Management, Microsoft Excel, Outlook, Team Building, Customer Service, CRM, Operations Management, Change Management, PowerPoint, Program Management, Analysis, Strategic Planning, Microsoft Word, Editing, Continuous Improvement, Organizational..., Coaching, Interviews, Visio, Time Management, Budgets, Employee Relations, Retail, Team Leadership, Human Resources, Project Planning, Logistics, Sales, Alfresco, Job Estimating, Resource Management, OmniGraffle, InDesign, QuickBase
Education
Milwaukee Area Technical College 1996 — 1997
Associates, Human Services
University of Wisconsin-Milwaukee 1990 — 1993
Art/Art Studies, General
Mukwonago High School
Northwestern Mutual September 2011 - Present
Northwestern Mutual Life June 2000 - September 2011
Cleary Gull Inc. July 1999 - June 2000
Education
Milwaukee School of Engineering 1998 — 2002
Business & Computer Systems
Northland Securities September 2007 - Present
Cleary Gull Inc. October 1998 - September 2007
Smith Barney Inc. January 1995 - October 1998
Education
Baylor University 1990 — 1991
MBA, Finance
Baylor University 1986 — 1990
BBA, Economics and Finance
New Berlin Eisenhower 1982 — 1986