DiMeo Schneider & Associates
Industry: Company
DescriptionFounded: 1995 Parent organization: NFP Subsidiary: Dimeo Schneider & Associates Llc, Asset Management ArmFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportDiMeo Schneider & Associates, L.L.C.WebsiteDirections Saved (0) Saved Save Financial consultant in Chicago, Illinois Address: 500 W Madison St #1700, Chicago, IL 60661 Phone: (312) 853-1000: : Category: : : Place name: : Hours: Website: : Website: http://www.dimeoschneider.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add 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 DiMeo Schneider & Associates, L.L.C. Posting publicly on the Web Write a review Reviews Be the first to review
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DiMeo Schneider & Associates Employees
Employee
Years
Job
Industry
Heather Linich-Mayer Heather Linich-Mayer's DiMeo Schneider & Associates Experience August 2011 - April 2012
Job Graduate Student, Computer Science Software Engineering at Loyola University Chicago
Industry Computer Software
Experience
Loyola University Chicago August 2013 - Present
Jackson National Asset Management, LLC April 2012 - November 2013
DiMeo Schneider & Associates August 2011 - April 2012
DiMeo Schneider & Associates July 2010 - August 2011
Navisis Financial January 2010 - June 2010
Marquette Associates October 2005 - April 2009
Skills
Java, C#, MySQL, PHP, Android Development
Education
Loyola University of Chicago 2001 — 2005
BBA, Finance
Loyola University Chicago August 2013 - Present
Jackson National Asset Management, LLC April 2012 - November 2013
DiMeo Schneider & Associates August 2011 - April 2012
DiMeo Schneider & Associates July 2010 - August 2011
Navisis Financial January 2010 - June 2010
Marquette Associates October 2005 - April 2009
Skills
Java, C#, MySQL, PHP, Android Development
Education
Loyola University of Chicago 2001 — 2005
BBA, Finance
Sam Pollack's DiMeo Schneider & Associates Experience 2010 - Present
Job Senior Consultant at DiMeo Schneider & Associates
Industry Financial Services
Experience
DiMeo Schneider & Associates 2010 - Present
Duff & Phelps 2004 - 2009
T Rowe Price September 1997 - May 2001
Skills
Asset Allocation, Investment Management, Investments, Portfolio Management, Investment Advisory, Alternative Investments, Capital Markets, Hedge Funds, Asset Managment, Defined Benefit, Defined Contribution, Private Equity, Fixed Income, Financial Modeling, Board of Directors..., Asset Management
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA
Haverford College 1993 — 1997
BA
DiMeo Schneider & Associates 2010 - Present
Duff & Phelps 2004 - 2009
T Rowe Price September 1997 - May 2001
Skills
Asset Allocation, Investment Management, Investments, Portfolio Management, Investment Advisory, Alternative Investments, Capital Markets, Hedge Funds, Asset Managment, Defined Benefit, Defined Contribution, Private Equity, Fixed Income, Financial Modeling, Board of Directors..., Asset Management
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA
Haverford College 1993 — 1997
BA
Louis Dietchweiler Louis Dietchweiler's DiMeo Schneider & Associates Experience April 2014 - June 2014
Job Business Analyst at Capital One
Industry Financial Services
Experience
Capital One July 2015 - Present
Northwestern University Dance Marathon April 2014 - April 2015
Merrill Lynch September 2014 - February 2015
Neuberger Berman June 2014 - September 2014
DiMeo Schneider & Associates April 2014 - June 2014
Northwestern University October 2011 - March 2014
herematch June 2013 - August 2013
University of Illinois Chicago Labs June 2009 - August 2010
Skills
Research, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, English, Financial Analysis, Public Speaking, Social Media, Teamwork
Education
Northwestern University 2011 — 2015
Bachelor of Arts (BA), Economics, Business Institutions
Capital One July 2015 - Present
Northwestern University Dance Marathon April 2014 - April 2015
Merrill Lynch September 2014 - February 2015
Neuberger Berman June 2014 - September 2014
DiMeo Schneider & Associates April 2014 - June 2014
Northwestern University October 2011 - March 2014
herematch June 2013 - August 2013
University of Illinois Chicago Labs June 2009 - August 2010
Skills
Research, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, English, Financial Analysis, Public Speaking, Social Media, Teamwork
Education
Northwestern University 2011 — 2015
Bachelor of Arts (BA), Economics, Business Institutions
Allison Drewry Allison Drewry's DiMeo Schneider & Associates Experience 2003 - 2003
Job Realty Capital Securities, LLC
Industry Financial Services
Experience
Realty Capital Securities, LLC February 2015 - Present
John Hancock Financial Services 2005 - 2010
John Hancock Financial Services January 2007 - April 2009
John Hancock Financial Services October 2005 - January 2007
U.S. Bank 2004 - 2005
U.S. Bank May 2004 - August 2004
DiMeo Schneider & Associates 2003 - 2003
Scudder Investments 2000 - 2003
Scudder Investments October 2000 - August 2001
Scudder Investments March 2000 - October 2000
Skills
Operations Management, Global Leadership, Business Development, Financial Services, Wealth Management, Variable Annuities, Fixed Annuities, Mutual Funds, Relationship Management, Business Process..., Process Improvement, Call Centers, Risk Management, Public Speaking, Management, Strategy, Sales Operations, Account Management, New Business Development, Series 7, Series 63
Education
University of Iowa 1994 — 1998
Bachelor of Arts (B.A.), Communication Studies
Realty Capital Securities, LLC February 2015 - Present
John Hancock Financial Services 2005 - 2010
John Hancock Financial Services January 2007 - April 2009
John Hancock Financial Services October 2005 - January 2007
U.S. Bank 2004 - 2005
U.S. Bank May 2004 - August 2004
DiMeo Schneider & Associates 2003 - 2003
Scudder Investments 2000 - 2003
Scudder Investments October 2000 - August 2001
Scudder Investments March 2000 - October 2000
Skills
Operations Management, Global Leadership, Business Development, Financial Services, Wealth Management, Variable Annuities, Fixed Annuities, Mutual Funds, Relationship Management, Business Process..., Process Improvement, Call Centers, Risk Management, Public Speaking, Management, Strategy, Sales Operations, Account Management, New Business Development, Series 7, Series 63
Education
University of Iowa 1994 — 1998
Bachelor of Arts (B.A.), Communication Studies
James Jensen's DiMeo Schneider & Associates Experience October 2004 - Present
Job Principal, Senior Consultant at DiMeo Schneider & Associates
Industry Financial Services
Experience
DiMeo Schneider & Associates October 2004 - Present
Northern Trust August 1994 - October 2004
Education
University of Iowa 1988 — 1992
Bachelor of Business Administration (BBA), Finance, General
DiMeo Schneider & Associates October 2004 - Present
Northern Trust August 1994 - October 2004
Education
University of Iowa 1988 — 1992
Bachelor of Business Administration (BBA), Finance, General
Nick Chalmers Nick Chalmers's DiMeo Schneider & Associates Experience July 2013 - March 2015
Job Investment Analyst, Indexing/Active Equity at Northern Trust Asset Management at Northern Trust Corporation
Industry Investment Management
Experience
Northern Trust Corporation March 2015 - Present
DiMeo Schneider & Associates July 2013 - March 2015
State Street Global Advisors July 2012 - January 2013
Grantham, Mayo Van Otterloo & Co. (GMO) January 2011 - July 2011
State Street Corporation January 2010 - June 2010
Skills
PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, Factset, Bloomberg, Tools 3, Zephyr Style Advisor, Investments, Portfolio Management, Auditing, Accounting, Hedge Funds, Finance, Equities, Mutual Funds
Education
Northeastern University 2008 — 2013
Bachelor of Science Degree in Business Administration: Finance, Minor: Economics
Northern Trust Corporation March 2015 - Present
DiMeo Schneider & Associates July 2013 - March 2015
State Street Global Advisors July 2012 - January 2013
Grantham, Mayo Van Otterloo & Co. (GMO) January 2011 - July 2011
State Street Corporation January 2010 - June 2010
Skills
PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, Factset, Bloomberg, Tools 3, Zephyr Style Advisor, Investments, Portfolio Management, Auditing, Accounting, Hedge Funds, Finance, Equities, Mutual Funds
Education
Northeastern University 2008 — 2013
Bachelor of Science Degree in Business Administration: Finance, Minor: Economics
Curtis Lawhorn's DiMeo Schneider & Associates Experience May 2014 - Present
Job Hedge Fund Research Analyst at DiMeo Schneider & Associates
Industry Investment Management
Experience
DiMeo Schneider & Associates May 2014 - Present
PricewaterhouseCoopers August 2010 - May 2014
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Master of Accounting, Accounting
University of Miami - School of Business 2006 — 2009
Bachelor's Degree, Finance and Economics
DiMeo Schneider & Associates May 2014 - Present
PricewaterhouseCoopers August 2010 - May 2014
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Master of Accounting, Accounting
University of Miami - School of Business 2006 — 2009
Bachelor's Degree, Finance and Economics
Bradford Long, CFA's DiMeo Schneider & Associates Experience July 2014 - Present
Job Senior Research Analyst at DiMeo Schneider & Associates
Industry Financial Services
Experience
DiMeo Schneider & Associates July 2014 - Present
DiMeo Schneider & Associates August 2012 - July 2014
Wells Fargo 2008 - 2012
Citigroup February 2008 - November 2008
Goldman Sachs Asset Management 2007 - 2007
Education
Culver Military Academy 2000 — 2003
High School
University of Colorado Boulder - Leeds School of Business
BA, Finance, Economics
DiMeo Schneider & Associates July 2014 - Present
DiMeo Schneider & Associates August 2012 - July 2014
Wells Fargo 2008 - 2012
Citigroup February 2008 - November 2008
Goldman Sachs Asset Management 2007 - 2007
Education
Culver Military Academy 2000 — 2003
High School
University of Colorado Boulder - Leeds School of Business
BA, Finance, Economics
Brian Faber Brian Faber's DiMeo Schneider & Associates Experience October 2000 - January 2003
Job Sales Manager at Wells Fargo Home Mortgage, NMLSR ID: 404731
Industry Banking
Experience
Wells Fargo Home Mortgage December 2006 - Present
Cherry Creek Mortgage Company May 2004 - December 2006
DiMeo Schneider & Associates October 2000 - January 2003
TD Waterhouse August 1999 - September 2000
Education
University of Iowa 1995 — 1999
Economics
Cary-Grove High School 1991 — 1995
Wells Fargo Home Mortgage December 2006 - Present
Cherry Creek Mortgage Company May 2004 - December 2006
DiMeo Schneider & Associates October 2000 - January 2003
TD Waterhouse August 1999 - September 2000
Education
University of Iowa 1995 — 1999
Economics
Cary-Grove High School 1991 — 1995
Aimee O'Connor's DiMeo Schneider & Associates Experience January 2012 - Present
Job Investment Consultant at DiMeo Schneider & Associates
Industry Financial Services
Experience
DiMeo Schneider & Associates January 2012 - Present
DiMeo Schneider & Associates 2007 - June 2012
First Trust Advisors 2005 - 2007
Skills
Asset Allocation, Mutual Funds, Investments, Investment Strategies, Financial Analysis, Equities, Wealth Management, Finance, Strategic Financial..., Fixed Income
Education
Loras College 2000 — 2004
BA, Management
Fenwick High School 1996 — 2000
DiMeo Schneider & Associates January 2012 - Present
DiMeo Schneider & Associates 2007 - June 2012
First Trust Advisors 2005 - 2007
Skills
Asset Allocation, Mutual Funds, Investments, Investment Strategies, Financial Analysis, Equities, Wealth Management, Finance, Strategic Financial..., Fixed Income
Education
Loras College 2000 — 2004
BA, Management
Fenwick High School 1996 — 2000
Amy Letourneau Amy Letourneau's DiMeo Schneider & Associates Experience January 2014 - March 2014
Job Summer Analyst at Citi
Industry Financial Services
Experience
Northwestern University September 2011 - Present
Citi June 2014 - August 2014
DiMeo Schneider & Associates January 2014 - March 2014
Skills
Economics, Leadership, Sports, Community Service, Microsoft Office, Teamwork, Microsoft Word, Stata, Statistics, Research, Microsoft Excel, Public Speaking, Spanish, Market Research, Financial Modeling, Data Analysis, PowerPoint, Bloomberg, Financial Analysis, SPSS, Sales
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Northwestern University September 2011 - Present
Citi June 2014 - August 2014
DiMeo Schneider & Associates January 2014 - March 2014
Skills
Economics, Leadership, Sports, Community Service, Microsoft Office, Teamwork, Microsoft Word, Stata, Statistics, Research, Microsoft Excel, Public Speaking, Spanish, Market Research, Financial Modeling, Data Analysis, PowerPoint, Bloomberg, Financial Analysis, SPSS, Sales
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Jeong Hoon Kim's DiMeo Schneider & Associates Experience June 2014 - August 2014
Job Student at Northwestern University
Industry Financial Services
Experience
Citi May 2015 - Present
Blaige & Company December 2014 - March 2015
DiMeo Schneider & Associates June 2014 - August 2014
1st Signal Brigade September 2011 - June 2013
ESC Language Institution June 2010 - September 2010
Eaton April 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, English, Windows, Event Planning, Time Management
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Financial Economics
Northwestern University 2010 — 2016
Bachelor of Science (BS), Economics
Citi May 2015 - Present
Blaige & Company December 2014 - March 2015
DiMeo Schneider & Associates June 2014 - August 2014
1st Signal Brigade September 2011 - June 2013
ESC Language Institution June 2010 - September 2010
Eaton April 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, English, Windows, Event Planning, Time Management
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Financial Economics
Northwestern University 2010 — 2016
Bachelor of Science (BS), Economics
Altan Wuliji, MS, CFP®'s DiMeo Schneider & Associates Experience November 2014 - Present
Job Consultant, The Wealth Office™
Industry Investment Management
Experience
DiMeo Schneider & Associates November 2014 - Present
Balasa Dinverno Foltz LLC July 2013 - October 2014
RegentAtlantic Capital, LLC August 2011 - July 2013
United States House of Representatives January 2011 - May 2011
Education
Texas Tech University
Master of Science, Personal Financial Planning
University of Illinois at Urbana-Champaign
Bachelor of Science, Financial Planning
DiMeo Schneider & Associates November 2014 - Present
Balasa Dinverno Foltz LLC July 2013 - October 2014
RegentAtlantic Capital, LLC August 2011 - July 2013
United States House of Representatives January 2011 - May 2011
Education
Texas Tech University
Master of Science, Personal Financial Planning
University of Illinois at Urbana-Champaign
Bachelor of Science, Financial Planning
Jeffrey Barrow, CIMA®'s DiMeo Schneider & Associates Experience January 2014 - Present
Job Senior Consultant at DiMeo Schneider & Associates
Industry Investment Management
Experience
DiMeo Schneider & Associates January 2014 - Present
DiMeo Schneider & Associates January 2010 - December 2013
DiMeo Schneider & Associates January 2008 - January 2010
Education
The University of Chicago Booth School of Business 2013 — 2013
Executive Education, Certified Investment Management Analyst Program
Colby College 2004 — 2007
Bachelor of Arts, Business, Government
Dartmouth College - The Tuck School of Business at Dartmouth
Tuck Business Bridge Summer Program, Finance, Accounting, Marketing
New Trier High School 1999 — 2003
DiMeo Schneider & Associates January 2014 - Present
DiMeo Schneider & Associates January 2010 - December 2013
DiMeo Schneider & Associates January 2008 - January 2010
Education
The University of Chicago Booth School of Business 2013 — 2013
Executive Education, Certified Investment Management Analyst Program
Colby College 2004 — 2007
Bachelor of Arts, Business, Government
Dartmouth College - The Tuck School of Business at Dartmouth
Tuck Business Bridge Summer Program, Finance, Accounting, Marketing
New Trier High School 1999 — 2003
Michelle Moeller Michelle Moeller's DiMeo Schneider & Associates Experience 2001 - 2002
Job Making Things Happen!
Industry Pharmaceuticals
Experience
Momentum Maker July 2013 - Present
Americhip January 2012 - July 2013
MOC Insurance Services 2003 - 2004
DiMeo Schneider & Associates 2001 - 2002
MassMutual Financial Group 1998 - 2001
Zurich Insurance 1995 - 1998
Southwestern Publishing 1993 - 1994
Skills
Marketing Strategy, Strategic Partnerships, New Business Development, Lead Generation, Direct Marketing, Account Management, B2B, Start-ups, Sales Presentations, Competitive Analysis, Integrated Marketing, Marketing, Social Media Marketing, Digital Strategy, Marketing Management, Mobile Marketing, Cold Calling, Digital Media, Digital Marketing, Product Marketing, Marketing Communications, Email Marketing, Social Networking
Education
Lake Forest College
B.A., Economics
University of Arizona
Canyon Del Oro High School
Momentum Maker July 2013 - Present
Americhip January 2012 - July 2013
MOC Insurance Services 2003 - 2004
DiMeo Schneider & Associates 2001 - 2002
MassMutual Financial Group 1998 - 2001
Zurich Insurance 1995 - 1998
Southwestern Publishing 1993 - 1994
Skills
Marketing Strategy, Strategic Partnerships, New Business Development, Lead Generation, Direct Marketing, Account Management, B2B, Start-ups, Sales Presentations, Competitive Analysis, Integrated Marketing, Marketing, Social Media Marketing, Digital Strategy, Marketing Management, Mobile Marketing, Cold Calling, Digital Media, Digital Marketing, Product Marketing, Marketing Communications, Email Marketing, Social Networking
Education
Lake Forest College
B.A., Economics
University of Arizona
Canyon Del Oro High School
Kyle Daley, CFA Kyle Daley, CFA's DiMeo Schneider & Associates Experience June 2008 - August 2008
Job Financial Analyst at Rosewood Management Corp.
Industry Investment Management
Experience
The Rosewood Corporation July 2013 - Present
First Rate, Inc April 2011 - July 2013
First Rate, Inc April 2010 - April 2011
First Rate, Inc March 2009 - April 2010
DiMeo Schneider & Associates June 2008 - August 2008
Skills
Portfolio Management, Investments, Performance Measurement, Mutual Funds, Equities, Alternative Investments, Relationship Management, Fixed Income, Financial Analysis, Wealth Management, Process Improvement, Finance, Strategic Planning, Business Analysis, Business Strategy, SQL, Account Management, Microsoft Excel, Investment Management, Data Analysis, Securities, Analysis, Financial Services, Strategic Financial..., Valuation, Asset Allocation, Financial Modeling, Hedge Funds, Asset Management
Education
Northwestern University 2004 — 2008
BA, Mathematics, Economics, and Business Institutions
The Rosewood Corporation July 2013 - Present
First Rate, Inc April 2011 - July 2013
First Rate, Inc April 2010 - April 2011
First Rate, Inc March 2009 - April 2010
DiMeo Schneider & Associates June 2008 - August 2008
Skills
Portfolio Management, Investments, Performance Measurement, Mutual Funds, Equities, Alternative Investments, Relationship Management, Fixed Income, Financial Analysis, Wealth Management, Process Improvement, Finance, Strategic Planning, Business Analysis, Business Strategy, SQL, Account Management, Microsoft Excel, Investment Management, Data Analysis, Securities, Analysis, Financial Services, Strategic Financial..., Valuation, Asset Allocation, Financial Modeling, Hedge Funds, Asset Management
Education
Northwestern University 2004 — 2008
BA, Mathematics, Economics, and Business Institutions
Ryan Schultz's DiMeo Schneider & Associates Experience October 2014 - Present
Job Research Associate at DiMeo Schneider & Associates
Industry Financial Services
Experience
DiMeo Schneider & Associates October 2014 - Present
Standard & Poor's March 2013 - September 2014
Riordan & Scully Insurance August 2012 - February 2013
US Securities and Exchange Commission June 2011 - August 2011
Newedge USA, LLC June 2010 - August 2010
Martin A. Schultz & Associates December 2009 - January 2010
Skills
Market Research, PowerPoint, Access, Financial Analysis, Fixed Income, Spanish, Microsoft Excel, Valuation, Structured Finance, Public Finance, Credit Analysis, Credit Derivatives
Education
Indiana University Bloomington 2008 — 2012
BS, Management
CEA Global Campus- Barcelona, Spain 2011 — 2011
Study Abroad, International Business
DiMeo Schneider & Associates October 2014 - Present
Standard & Poor's March 2013 - September 2014
Riordan & Scully Insurance August 2012 - February 2013
US Securities and Exchange Commission June 2011 - August 2011
Newedge USA, LLC June 2010 - August 2010
Martin A. Schultz & Associates December 2009 - January 2010
Skills
Market Research, PowerPoint, Access, Financial Analysis, Fixed Income, Spanish, Microsoft Excel, Valuation, Structured Finance, Public Finance, Credit Analysis, Credit Derivatives
Education
Indiana University Bloomington 2008 — 2012
BS, Management
CEA Global Campus- Barcelona, Spain 2011 — 2011
Study Abroad, International Business
Amr Abdallah Amr Abdallah's DiMeo Schneider & Associates Experience December 2012 - May 2014
Job Performance Analyst at DiMeo Schneider & Associates
Industry Financial Services
Experience
DiMeo Schneider & Associates December 2012 - May 2014
Advent Software October 2007 - September 2012
Nordix Computer Corp March 2006 - September 2007
Morrar and Associates October 2005 - April 2006
Skills
Customer Relations, Salesforce.com, Account Management, Portfolio Management, Relationship Management, Business Analysis, Asset Managment, Sales, Microsoft Excel, Asset Management, CRM, Customer Service, Management, Microsoft Office, Sourcing, SQL, Training, Leadership, Negotiation, Pricing, Cloud Computing, Telecommunications, Selling, Time Management, Analysis, Accounting, Data Analysis
Education
DeVry University 2000 — 2006
BSBA, Business Administration (Business Information Systems)
DiMeo Schneider & Associates December 2012 - May 2014
Advent Software October 2007 - September 2012
Nordix Computer Corp March 2006 - September 2007
Morrar and Associates October 2005 - April 2006
Skills
Customer Relations, Salesforce.com, Account Management, Portfolio Management, Relationship Management, Business Analysis, Asset Managment, Sales, Microsoft Excel, Asset Management, CRM, Customer Service, Management, Microsoft Office, Sourcing, SQL, Training, Leadership, Negotiation, Pricing, Cloud Computing, Telecommunications, Selling, Time Management, Analysis, Accounting, Data Analysis
Education
DeVry University 2000 — 2006
BSBA, Business Administration (Business Information Systems)
Laura Krelle Laura Krelle's DiMeo Schneider & Associates Experience May 1995 - June 2012
Job Human Resources and Office Management Professional
Industry Financial Services
Experience
DiMeo Schneider & Associates May 1995 - June 2012
Kidder Peabody & Co., Inc./PaineWebber 1994 - 1995
Oppenheimer & Co., Inc 1991 - 1993
Skills
Benefits Administration, Office Relocation, Vendor Management, Training New Employees, Purchasing, Payroll, Accounts Payable, Accounts Receivable, Event Planning, Telecommunications, HR Policies, Records Management, SEC compliance, Facilities Management, Office Administration, Team Building, Accounting, Human Resources, New Hire Training
Education
Northern Illinois University 1986 — 1990
Bachelor of Arts, Major: English; Minor: Psychology
Streamwood High School 1983 — 1986
High School Diploma
Hoffman Estates High School 1982 — 1983
DiMeo Schneider & Associates May 1995 - June 2012
Kidder Peabody & Co., Inc./PaineWebber 1994 - 1995
Oppenheimer & Co., Inc 1991 - 1993
Skills
Benefits Administration, Office Relocation, Vendor Management, Training New Employees, Purchasing, Payroll, Accounts Payable, Accounts Receivable, Event Planning, Telecommunications, HR Policies, Records Management, SEC compliance, Facilities Management, Office Administration, Team Building, Accounting, Human Resources, New Hire Training
Education
Northern Illinois University 1986 — 1990
Bachelor of Arts, Major: English; Minor: Psychology
Streamwood High School 1983 — 1986
High School Diploma
Hoffman Estates High School 1982 — 1983
Kurien (Corie) Mathews Kurien (Corie) Mathews's DiMeo Schneider & Associates Experience July 2005 - September 2011
Job Analyst at DiMeo Schneider & Associates
Industry Investment Management
Experience
DiMeo Schneider & Associates July 2005 - September 2011
Envestnet Asset Management June 2000 - March 2004
Hewitt Associates April 1997 - March 2000
Skills
Alternative Investments, Portfolio Management
Education
Loyola University Chicago 1990 — 1995
B.B.A., Economics
DiMeo Schneider & Associates July 2005 - September 2011
Envestnet Asset Management June 2000 - March 2004
Hewitt Associates April 1997 - March 2000
Skills
Alternative Investments, Portfolio Management
Education
Loyola University Chicago 1990 — 1995
B.B.A., Economics
Kelly Soltys's DiMeo Schneider & Associates Experience June 1998 - March 1999
Job Director of Talent Management at University of Illinois at Chicago
Industry Human Resources
Experience
University of Illinois at Chicago May 2014 - Present
West Suburban Mothers of Multiples April 2010 - June 2014
University of Illinois at Chicago March 2011 - May 2014
Northwestern University School of Law October 2006 - February 2009
Northwestern University May 2005 - October 2006
Northwestern University October 2004 - May 2005
Northwestern University June 2003 - October 2004
Price Waterhouse Coopers October 1999 - February 2003
DiMeo Schneider & Associates June 1998 - March 1999
Deloitte & Touche June 1996 - June 1998
Skills
Non-profits, Recruiting, PeopleSoft, Employee Relations, Succession Planning, Employee Benefits, Change Management, Human Resources, Nonprofits, Interviews, Policy, Performance Management, Training, Talent Management, Onboarding, Management, Leadership, Fundraising, Program Management
Education
Purdue University 1991 — 1996
Bachelor of Science, Financial Planning and Counseling
University of Illinois at Chicago May 2014 - Present
West Suburban Mothers of Multiples April 2010 - June 2014
University of Illinois at Chicago March 2011 - May 2014
Northwestern University School of Law October 2006 - February 2009
Northwestern University May 2005 - October 2006
Northwestern University October 2004 - May 2005
Northwestern University June 2003 - October 2004
Price Waterhouse Coopers October 1999 - February 2003
DiMeo Schneider & Associates June 1998 - March 1999
Deloitte & Touche June 1996 - June 1998
Skills
Non-profits, Recruiting, PeopleSoft, Employee Relations, Succession Planning, Employee Benefits, Change Management, Human Resources, Nonprofits, Interviews, Policy, Performance Management, Training, Talent Management, Onboarding, Management, Leadership, Fundraising, Program Management
Education
Purdue University 1991 — 1996
Bachelor of Science, Financial Planning and Counseling
Sumit Mehta's DiMeo Schneider & Associates Experience September 2013 - April 2015
Job Financial Advisor, The RM Group, J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
Emerald Ventures August 2012 - Present
DiMeo Schneider & Associates September 2013 - April 2015
Susquehanna International Group, LLP (SIG) June 2010 - August 2012
UBS August 2003 - May 2010
Arthur D. Little April 2001 - August 2001
Raymond James Financial Inc. January 1997 - December 2000
Skills
Investments, Trading, Equities, Valuation, Strategy, Mutual Funds, Equity Research, Series 7, Wealth Management, Asset Managment, Asset Management, Bloomberg, Banking, Investment Strategies, Portfolio Management, Capital Markets, Emerging Markets, Equity Trading, Series 63, Financial Services, Hedge Funds, Derivatives, Investment Management, Electronic Trading, Finance, Securities, Alternative Investments, Financial Markets
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Business Administration and Management, General
The University of Texas at Austin 1993 — 1996
BA, Economics with Honors, Minors in Physics and Math
J.P. Morgan April 2015 - Present
Emerald Ventures August 2012 - Present
DiMeo Schneider & Associates September 2013 - April 2015
Susquehanna International Group, LLP (SIG) June 2010 - August 2012
UBS August 2003 - May 2010
Arthur D. Little April 2001 - August 2001
Raymond James Financial Inc. January 1997 - December 2000
Skills
Investments, Trading, Equities, Valuation, Strategy, Mutual Funds, Equity Research, Series 7, Wealth Management, Asset Managment, Asset Management, Bloomberg, Banking, Investment Strategies, Portfolio Management, Capital Markets, Emerging Markets, Equity Trading, Series 63, Financial Services, Hedge Funds, Derivatives, Investment Management, Electronic Trading, Finance, Securities, Alternative Investments, Financial Markets
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Business Administration and Management, General
The University of Texas at Austin 1993 — 1996
BA, Economics with Honors, Minors in Physics and Math
Jonathan Salett Jonathan Salett's DiMeo Schneider & Associates Experience May 2011 - March 2015
Job Senior Investment Consultant at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt March 2015 - Present
DiMeo Schneider & Associates May 2011 - March 2015
Hewitt EnnisKnupp December 2006 - May 2011
Education
Quinlan School of Business, Loyola University Chicago 2005 — 2007
MBA, Finance
University of Michigan 1998 — 2002
BS, Mathematics
Aon Hewitt March 2015 - Present
DiMeo Schneider & Associates May 2011 - March 2015
Hewitt EnnisKnupp December 2006 - May 2011
Education
Quinlan School of Business, Loyola University Chicago 2005 — 2007
MBA, Finance
University of Michigan 1998 — 2002
BS, Mathematics
Geoff Strotman Geoff Strotman's DiMeo Schneider & Associates Experience January 2010 - May 2014
Job Director of Manager Research at Marco Consulting Group
Industry Financial Services
Experience
Marco Consulting Group June 2014 - Present
DiMeo Schneider & Associates January 2010 - May 2014
DiMeo Schneider & Associates November 2005 - January 2010
Altair Advisers LLC June 2003 - October 2005
Disabato Associates, LLC March 2002 - June 2003
Northern Trust June 1994 - March 2002
Skills
Due Diligence, Investments, Fixed Income, Asset Allocation, Valuation, Asset Management, Hedge Funds, Alternative Investments, Investment Strategies, Morningstar, Asset Managment, Data Analysis, Portfolio Management, Equities, Mutual Funds, Investment Advisory, Investment Management, Fund Of Funds, Morningstar Direct
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance, Economics and International Business
University of Notre Dame 1990 — 1994
BBA, Accounting
Loyola Academy 1986 — 1990
Mary, Seat of Wisdom 1978 — 1986
Marco Consulting Group June 2014 - Present
DiMeo Schneider & Associates January 2010 - May 2014
DiMeo Schneider & Associates November 2005 - January 2010
Altair Advisers LLC June 2003 - October 2005
Disabato Associates, LLC March 2002 - June 2003
Northern Trust June 1994 - March 2002
Skills
Due Diligence, Investments, Fixed Income, Asset Allocation, Valuation, Asset Management, Hedge Funds, Alternative Investments, Investment Strategies, Morningstar, Asset Managment, Data Analysis, Portfolio Management, Equities, Mutual Funds, Investment Advisory, Investment Management, Fund Of Funds, Morningstar Direct
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance, Economics and International Business
University of Notre Dame 1990 — 1994
BBA, Accounting
Loyola Academy 1986 — 1990
Mary, Seat of Wisdom 1978 — 1986
Richard J. Thomas, CPA Richard J. Thomas, CPA's DiMeo Schneider & Associates Experience 2014 - Present
Job Director of Finance at DiMeo Schneider & Associates
Industry Financial Services
Experience
DiMeo Schneider & Associates 2014 - Present
Vedder Price P. C. 2011 - 2013
Vedder Price, P.C. 2004 - 2011
Vedder Price P. C. 1985 - 2004
Skills
Finance, Financial Analysis, Due Diligence, Risk Management, Accounting, Financial Reporting, Mergers & Acquisitions, Forecasting, Strategic Planning, Management, Private Equity, Budgets, Leadership, Internal Controls, Strategy, Corporate Finance, Corporate Governance, Acquisitions, Investments, Insurance, Employee Benefits, Executive Management, Auditing, SEC filings, Human Resources, Professional Services, Banking, Profit Maximization, Pricing Strategy, Operating Budgets
Education
Northern Illinois University - College of Business
Accountancy
DiMeo Schneider & Associates 2014 - Present
Vedder Price P. C. 2011 - 2013
Vedder Price, P.C. 2004 - 2011
Vedder Price P. C. 1985 - 2004
Skills
Finance, Financial Analysis, Due Diligence, Risk Management, Accounting, Financial Reporting, Mergers & Acquisitions, Forecasting, Strategic Planning, Management, Private Equity, Budgets, Leadership, Internal Controls, Strategy, Corporate Finance, Corporate Governance, Acquisitions, Investments, Insurance, Employee Benefits, Executive Management, Auditing, SEC filings, Human Resources, Professional Services, Banking, Profit Maximization, Pricing Strategy, Operating Budgets
Education
Northern Illinois University - College of Business
Accountancy
Brian Rooke's DiMeo Schneider & Associates Experience September 2013 - Present
Job Performance Analyst at DiMeo Schneider & Associates
Industry Financial Services
Experience
DiMeo Schneider & Associates September 2013 - Present
The Private Bank And Trust Company June 2013 - August 2013
Northbrook Park District January 2013 - June 2013
Huntsville Havoc October 2012 - December 2012
Village of Northbrook Public Works June 2012 - October 2012
Village of Northbrook May 2010 - August 2011
Northbrook Park District May 2008 - August 2009
North Suburban Special Recreation Association October 2005 - August 2007
Education
University of Iowa 2008 — 2012
B.B.A, Business Management & Operations; Leadership and Management
DiMeo Schneider & Associates September 2013 - Present
The Private Bank And Trust Company June 2013 - August 2013
Northbrook Park District January 2013 - June 2013
Huntsville Havoc October 2012 - December 2012
Village of Northbrook Public Works June 2012 - October 2012
Village of Northbrook May 2010 - August 2011
Northbrook Park District May 2008 - August 2009
North Suburban Special Recreation Association October 2005 - August 2007
Education
University of Iowa 2008 — 2012
B.B.A, Business Management & Operations; Leadership and Management
Alex Cordell Alex Cordell's DiMeo Schneider & Associates Experience June 2008 - August 2008
Job Business Consultant at Meteorix
Industry Information Technology and Services
Experience
Meteorix March 2015 - Present
Aon March 2012 - March 2015
Global Experience Specialists (GES) June 2011 - August 2011
Lowis & Gellen May 2009 - August 2010
DiMeo Schneider & Associates June 2008 - August 2008
Northwest Special Recreation Association June 2007 - August 2007
Skills
Social Media, Human Resources, Microsoft Excel, Leadership, Microsoft Word, PowerPoint, Customer Service, Data Analysis
Education
University of Illinois at Urbana-Champaign College of Liberal 2008 — 2012
Bachelor of Science (B.S.), Psychology, 3.03
Kent State University 2011 — 2011
Studied Abroad, Spring 2011, Geneva, Switzerland
Meteorix March 2015 - Present
Aon March 2012 - March 2015
Global Experience Specialists (GES) June 2011 - August 2011
Lowis & Gellen May 2009 - August 2010
DiMeo Schneider & Associates June 2008 - August 2008
Northwest Special Recreation Association June 2007 - August 2007
Skills
Social Media, Human Resources, Microsoft Excel, Leadership, Microsoft Word, PowerPoint, Customer Service, Data Analysis
Education
University of Illinois at Urbana-Champaign College of Liberal 2008 — 2012
Bachelor of Science (B.S.), Psychology, 3.03
Kent State University 2011 — 2011
Studied Abroad, Spring 2011, Geneva, Switzerland
Chad Tischer Chad Tischer's DiMeo Schneider & Associates Experience December 2008 - Present
Job Principal
Industry Financial Services
Experience
DiMeo Schneider & Associates December 2008 - Present
DiMeo Schneider & Associates June 2003 - December 2008
Envestnet, Inc June 2001 - June 2003
Skills
Investments, Investment Advisory
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA, Finance
St. Cloud State University - Herberger Business School 1996 — 1999
BA, Finance
DiMeo Schneider & Associates December 2008 - Present
DiMeo Schneider & Associates June 2003 - December 2008
Envestnet, Inc June 2001 - June 2003
Skills
Investments, Investment Advisory
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA, Finance
St. Cloud State University - Herberger Business School 1996 — 1999
BA, Finance
Douglas Balsam's DiMeo Schneider & Associates Experience January 1998 - Present
Job at DiMeo Schneider & Associates
Industry Financial Services
Experience
DiMeo Schneider & Associates January 1998 - Present
Scudder Stevens and Clark January 1993 - 1997
Education
Quinlan School of Business, Loyola University Chicago 1996 — 1998
MBA, Finance
Miami University 1986 — 1990
B.S., Finance
DiMeo Schneider & Associates January 1998 - Present
Scudder Stevens and Clark January 1993 - 1997
Education
Quinlan School of Business, Loyola University Chicago 1996 — 1998
MBA, Finance
Miami University 1986 — 1990
B.S., Finance
Robert DiMeo's DiMeo Schneider & Associates Experience May 1995 - Present
Job Managing Director at DiMeo Schneider & Associates
Industry Investment Management
Experience
DiMeo Schneider & Associates May 1995 - Present
Kidder Peabody June 1990 - May 1995
Skills
Investments, Alternative Investments, Finance, Asset Allocation, Pensions, Asset Management, Portfolio Management, Investment Management, Investment Advisory, Endowments, Institutional..., Management, Nonprofits, Hedge Funds, Investment Strategies, Mutual Funds, Private Equity, Fixed Income, Asset Managment, Non-profits, Equities, Bloomberg, Wealth Management, Securities, Strategic Financial...
Education
Bradley University 1980 — 1983
DiMeo Schneider & Associates May 1995 - Present
Kidder Peabody June 1990 - May 1995
Skills
Investments, Alternative Investments, Finance, Asset Allocation, Pensions, Asset Management, Portfolio Management, Investment Management, Investment Advisory, Endowments, Institutional..., Management, Nonprofits, Hedge Funds, Investment Strategies, Mutual Funds, Private Equity, Fixed Income, Asset Managment, Non-profits, Equities, Bloomberg, Wealth Management, Securities, Strategic Financial...
Education
Bradley University 1980 — 1983
John Melbourne's DiMeo Schneider & Associates Experience May 2013 - Present
Job Performance Analytics Analyst at DiMeo Schneider & Associates
Industry Financial Services
Experience
DiMeo Schneider & Associates May 2013 - Present
Northern Trust October 2011 - May 2013
Parker Carlson and Johnson Investment Management August 2010 - May 2011
MPI Investment Management July 2010 - August 2010
Education
University of Dayton 2007 — 2011
Bachelor of Science (BS), Finance
DiMeo Schneider & Associates May 2013 - Present
Northern Trust October 2011 - May 2013
Parker Carlson and Johnson Investment Management August 2010 - May 2011
MPI Investment Management July 2010 - August 2010
Education
University of Dayton 2007 — 2011
Bachelor of Science (BS), Finance
Carl Fisher II's DiMeo Schneider & Associates Experience June 2009 - August 2009
Job IT Recruiter l Athlete l At Home Chef l Youth Leader
Industry Staffing and Recruiting
Experience
Interactive Business Systems, Inc. July 2012 - Present
Nalco October 2011 - July 2012
Aerotek Commercial Staffing July 2010 - October 2011
Northwestern University Athletic Department 2006 - 2010
DiMeo Schneider & Associates June 2009 - August 2009
Blue Canyon Partners, INC January 2009 - March 2009
Skills
Strategic Sourcing, Global Sourcing, Microsoft Office, Social Networking Sites, CareerBuilder, Monsters, LinkedIn, Sourcing, Marketing, Recruitment Advertising, Organizational..., Organization, Project Management, Recruiting, Leadership, Information Technology, Technical Recruiting, Account Management, Business Analysis, Interviews, Internet Recruiting, Consulting, Training, Temporary Placement, Screening Resumes, Contract Recruitment, Applicant Tracking..., Talent Acquisition, Benefits Negotiation, Program Management, Screening, Quality Assurance, Onboarding, Talent Management, Staffing Services, Networking, Staff Augmentation, Executive Search, IT Recruitment, Permanent Placement, Resume Writing, Cold Calling, Human Resources
Education
Northwestern University 2006 — 2010
Bachelors of Science, Learning and Organizational Change
Moody Bible Institute
Interactive Business Systems, Inc. July 2012 - Present
Nalco October 2011 - July 2012
Aerotek Commercial Staffing July 2010 - October 2011
Northwestern University Athletic Department 2006 - 2010
DiMeo Schneider & Associates June 2009 - August 2009
Blue Canyon Partners, INC January 2009 - March 2009
Skills
Strategic Sourcing, Global Sourcing, Microsoft Office, Social Networking Sites, CareerBuilder, Monsters, LinkedIn, Sourcing, Marketing, Recruitment Advertising, Organizational..., Organization, Project Management, Recruiting, Leadership, Information Technology, Technical Recruiting, Account Management, Business Analysis, Interviews, Internet Recruiting, Consulting, Training, Temporary Placement, Screening Resumes, Contract Recruitment, Applicant Tracking..., Talent Acquisition, Benefits Negotiation, Program Management, Screening, Quality Assurance, Onboarding, Talent Management, Staffing Services, Networking, Staff Augmentation, Executive Search, IT Recruitment, Permanent Placement, Resume Writing, Cold Calling, Human Resources
Education
Northwestern University 2006 — 2010
Bachelors of Science, Learning and Organizational Change
Moody Bible Institute
Shane Mertz Shane Mertz's DiMeo Schneider & Associates Experience April 2014 - June 2014
Job Intern at DiMeo Schneider & Associates
Industry Financial Services
Experience
Northwestern University June 2011 - Present
DiMeo Schneider & Associates April 2014 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Public Speaking, English, HTML
Education
Northwestern University 2011 — 2015
Bachelor of Science (BS), Economics
Northwestern University June 2011 - Present
DiMeo Schneider & Associates April 2014 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Public Speaking, English, HTML
Education
Northwestern University 2011 — 2015
Bachelor of Science (BS), Economics
Jennifer Michelle Zepp Jennifer Michelle Zepp's DiMeo Schneider & Associates Experience September 2011 - June 2013
Job Administrative Analyst at Sequoia Heritage
Industry Investment Management
Experience
Sequoia Heritage October 2014 - Present
Riviera Partners April 2014 - September 2014
StartX. October 2013 - February 2014
DiMeo Schneider & Associates September 2011 - June 2013
Morgan Stanley Wealth Management June 2006 - August 2010
The Loft August 2007 - May 2008
Skills
Client Relations, Customer Service, Event Planning, Marketing and Promotions, Public Speaking, Rudimentary Spanish, Technical: PC and MAC;...
Education
Loyola Marymount University 2007 — 2011
Bachelor of Arts (B.A.), Dance, Minor: Business Administration, Emphasis: Business Law
Yoga Alliance 2011 — 2011
Certified Yoga Instructor
Sequoia Heritage October 2014 - Present
Riviera Partners April 2014 - September 2014
StartX. October 2013 - February 2014
DiMeo Schneider & Associates September 2011 - June 2013
Morgan Stanley Wealth Management June 2006 - August 2010
The Loft August 2007 - May 2008
Skills
Client Relations, Customer Service, Event Planning, Marketing and Promotions, Public Speaking, Rudimentary Spanish, Technical: PC and MAC;...
Education
Loyola Marymount University 2007 — 2011
Bachelor of Arts (B.A.), Dance, Minor: Business Administration, Emphasis: Business Law
Yoga Alliance 2011 — 2011
Certified Yoga Instructor
Joe Cannon's DiMeo Schneider & Associates Experience January 2013 - March 2013
Job Financial Representative at The McTigue Financial Group
Industry Investment Management
Experience
Northwestern Mutual Intern on PWM TeamMorgan StanleyMay 2014 - December 2014
Illinois Baseball Academy May 2012 - August 2014
Northwestern University 2010 - 2014
The Heartland Group June 2013 - August 2013
DiMeo Schneider & Associates January 2013 - March 2013
Skills
Public Speaking, Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Teamwork, Time Management, Leadership, Communication, Facebook, Social Networking, Marketing, Data Analysis, Microsoft Word
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Communication Studies, Economics
Marquette University High School
Northwestern Mutual Intern on PWM TeamMorgan StanleyMay 2014 - December 2014
Illinois Baseball Academy May 2012 - August 2014
Northwestern University 2010 - 2014
The Heartland Group June 2013 - August 2013
DiMeo Schneider & Associates January 2013 - March 2013
Skills
Public Speaking, Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Teamwork, Time Management, Leadership, Communication, Facebook, Social Networking, Marketing, Data Analysis, Microsoft Word
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Communication Studies, Economics
Marquette University High School
Eric Ramos's DiMeo Schneider & Associates Experience March 2013 - Present
Job Service Associate at DiMeo Schneider & Associates
Industry Financial Services
Experience
DiMeo Schneider & Associates March 2013 - Present
JPMorgan Chase May 2012 - March 2013
Midtown Athletic Clubs May 2012 - October 2012
Battea Class Action Services June 2011 - August 2011
Education
Purdue University 2007 — 2011
Bachelor's degree, Financial Planning and Services
DiMeo Schneider & Associates March 2013 - Present
JPMorgan Chase May 2012 - March 2013
Midtown Athletic Clubs May 2012 - October 2012
Battea Class Action Services June 2011 - August 2011
Education
Purdue University 2007 — 2011
Bachelor's degree, Financial Planning and Services
Angela DiBrito Angela DiBrito's DiMeo Schneider & Associates Experience April 2012 - January 2013
Job Business Analyst at MSU
Industry Higher Education
Experience
Michigan State University February 2013 - Present
DiMeo Schneider & Associates April 2012 - January 2013
PAWS Chicago October 2011 - December 2012
Northwestern Mutual February 2011 - April 2012
Executive Financial Planning 2008 - 2010
Skills
CRM, Leadership, Strategy, Analysis, Finance, Management, Training, Nonprofits, Project Management, Budgets, Event Planning, Fundraising, Program Management, Marketing, Mutual Funds
Education
University of Michigan-Flint
Master of Business Administration (MBA)
University of Michigan 2005 — 2009
BA, Economics
Michigan State University February 2013 - Present
DiMeo Schneider & Associates April 2012 - January 2013
PAWS Chicago October 2011 - December 2012
Northwestern Mutual February 2011 - April 2012
Executive Financial Planning 2008 - 2010
Skills
CRM, Leadership, Strategy, Analysis, Finance, Management, Training, Nonprofits, Project Management, Budgets, Event Planning, Fundraising, Program Management, Marketing, Mutual Funds
Education
University of Michigan-Flint
Master of Business Administration (MBA)
University of Michigan 2005 — 2009
BA, Economics
Maggie Bolotin's DiMeo Schneider & Associates Experience October 2012 - March 2014
Job Research Associate at Institutional Capital LLC
Industry Financial Services
Experience
Institutional Capital LLC April 2014 - Present
DiMeo Schneider & Associates October 2012 - March 2014
The Cimarron Group August 2010 - October 2012
U.S. Department of State June 2008 - August 2008
Skills
Financial Analysis, Due Diligence, Research, Investments, Portfolio Management, Hedge Funds, Microsoft Office, Equities, Risk Management, Securities, Fixed Income, Economics, Alternative Investments, Valuation
Education
University of Notre Dame 2006 — 2010
B.A., Political Science, Focus on International Relations
Московская Гуманитарно-Социальная Академия (бывший Московский Гуманитарный Университет) 2009 — 2009
Non-Degree Program, Russian Language and Cultural Studies
Санкт-Петербургский Государственный Университет 2009 — 2009
Non-Degree Program, Russian Language and Cultural Studies
Institutional Capital LLC April 2014 - Present
DiMeo Schneider & Associates October 2012 - March 2014
The Cimarron Group August 2010 - October 2012
U.S. Department of State June 2008 - August 2008
Skills
Financial Analysis, Due Diligence, Research, Investments, Portfolio Management, Hedge Funds, Microsoft Office, Equities, Risk Management, Securities, Fixed Income, Economics, Alternative Investments, Valuation
Education
University of Notre Dame 2006 — 2010
B.A., Political Science, Focus on International Relations
Московская Гуманитарно-Социальная Академия (бывший Московский Гуманитарный Университет) 2009 — 2009
Non-Degree Program, Russian Language and Cultural Studies
Санкт-Петербургский Государственный Университет 2009 — 2009
Non-Degree Program, Russian Language and Cultural Studies
Shana Ryan's DiMeo Schneider & Associates Experience 1998 - 2004
Job
Industry Marketing and Advertising
Experience
Cars.com August 2013 - August 2015
Cars.com August 2010 - August 2013
AOL 2007 - 2010
Starcom MediaVest Group 2005 - 2007
Starcom MediaVest Group 2004 - 2005
DiMeo Schneider & Associates 1998 - 2004
Skills
Digital Marketing, Integrated Marketing, Marketing Strategy, Market Research, Advertising, Omniture, Business Objects Data..., Marketing Measurement, comScore, Nielsen, Presentation Development, Sales Presentations, Solutions Development, Data Analysis, Product Positioning, Project Management, Cross-functional Team..., Digital Media, Media Buying, Media Strategy, Interactive Media
Education
Northwestern University 2007 — 2009
Master of Science
Columbia College Chicago 1998 — 2002
Bachelor of Arts
Cars.com August 2013 - August 2015
Cars.com August 2010 - August 2013
AOL 2007 - 2010
Starcom MediaVest Group 2005 - 2007
Starcom MediaVest Group 2004 - 2005
DiMeo Schneider & Associates 1998 - 2004
Skills
Digital Marketing, Integrated Marketing, Marketing Strategy, Market Research, Advertising, Omniture, Business Objects Data..., Marketing Measurement, comScore, Nielsen, Presentation Development, Sales Presentations, Solutions Development, Data Analysis, Product Positioning, Project Management, Cross-functional Team..., Digital Media, Media Buying, Media Strategy, Interactive Media
Education
Northwestern University 2007 — 2009
Master of Science
Columbia College Chicago 1998 — 2002
Bachelor of Arts
Andrew Maccioli's DiMeo Schneider & Associates Experience October 2013 - August 2014
Job Reporting Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2014 - Present
DiMeo Schneider & Associates October 2013 - August 2014
DiMeo Schneider & Associates September 2008 - October 2013
Skills
Microsoft Excel, Asset Allocation, Financial Analysis, Strategic Financial..., Alternative Investments, Equities
Education
DePaul University 2002 — 2007
Guggenheim Partners September 2014 - Present
DiMeo Schneider & Associates October 2013 - August 2014
DiMeo Schneider & Associates September 2008 - October 2013
Skills
Microsoft Excel, Asset Allocation, Financial Analysis, Strategic Financial..., Alternative Investments, Equities
Education
DePaul University 2002 — 2007
Joseph Taiber's DiMeo Schneider & Associates Experience March 1999 - November 2003
Job Managing Partner at Taiber Kosmala & Associates, LLC
Industry Investment Management
Experience
Taiber Kosmala & Associates, LLC June 2012 - Present
Lowery Asset Consulting LLC November 2003 - June 2012
DiMeo Schneider & Associates March 1999 - November 2003
Skills
Alternative Investments, Investments, Hedge Funds, Asset Allocation, Private Equity, Pensions, Management, Program Management, Equities, Asset Management, Portfolio Management, Investment Management, Fixed Income, Investment Strategies, Endowments, Wealth Management, Mutual Funds, Capital Markets, Valuation, Series 7
Education
University of Iowa 1989 — 1993
Bachelors, Finance
Taiber Kosmala & Associates, LLC June 2012 - Present
Lowery Asset Consulting LLC November 2003 - June 2012
DiMeo Schneider & Associates March 1999 - November 2003
Skills
Alternative Investments, Investments, Hedge Funds, Asset Allocation, Private Equity, Pensions, Management, Program Management, Equities, Asset Management, Portfolio Management, Investment Management, Fixed Income, Investment Strategies, Endowments, Wealth Management, Mutual Funds, Capital Markets, Valuation, Series 7
Education
University of Iowa 1989 — 1993
Bachelors, Finance
Jeffrey Grenchik's DiMeo Schneider & Associates Experience 2000 - 2005
Job Financial Analyst
Industry Financial Services
Experience
Taiber Kosmala & Associates 2012 - August 2015
Lowery Asset Consulting, LLC June 2005 - June 2012
DiMeo Schneider & Associates 2000 - 2005
Skills
Asset Management, Alternative Investments, Investments, Hedge Funds, Equities
Education
Illinois State University 1994 — 1995
Finance, General
Illinois State University 1993 — 1995
Finance, General
Taiber Kosmala & Associates 2012 - August 2015
Lowery Asset Consulting, LLC June 2005 - June 2012
DiMeo Schneider & Associates 2000 - 2005
Skills
Asset Management, Alternative Investments, Investments, Hedge Funds, Equities
Education
Illinois State University 1994 — 1995
Finance, General
Illinois State University 1993 — 1995
Finance, General
Joseph Scime, CFA, CFP®'s DiMeo Schneider & Associates Experience August 2012 - Present
Job Senior Consultant DiMeo Schneider & Associates
Industry Financial Services
Experience
DiMeo Schneider & Associates August 2012 - Present
UBS Wealth Management June 2008 - August 2012
Education
University of Michigan 2004 — 2008
BA, Economics
DiMeo Schneider & Associates August 2012 - Present
UBS Wealth Management June 2008 - August 2012
Education
University of Michigan 2004 — 2008
BA, Economics
Ben Blumenthal's DiMeo Schneider & Associates Experience May 2013 - Present
Job Consultant at DiMeo Schneider & Associates
Industry Financial Services
Experience
DiMeo Schneider & Associates May 2013 - Present
The Ayco Company, L.P. June 2011 - May 2013
Merrill Lynch June 2009 - August 2009
UBS Wealth Management July 2008 - July 2008
Hotchkiss Associates June 2008 - June 2008
Merrill Lynch June 2007 - August 2007
Vector Marketing May 2006 - September 2006
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Master of Science
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science
DiMeo Schneider & Associates May 2013 - Present
The Ayco Company, L.P. June 2011 - May 2013
Merrill Lynch June 2009 - August 2009
UBS Wealth Management July 2008 - July 2008
Hotchkiss Associates June 2008 - June 2008
Merrill Lynch June 2007 - August 2007
Vector Marketing May 2006 - September 2006
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Master of Science
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science
Steven Dufault's DiMeo Schneider & Associates Experience May 1999 - Present
Job Senior Consultant at DiMeo Schneider & Associates
Industry Financial Services
Experience
DiMeo Schneider & Associates May 1999 - Present
Skills
Asset Allocation, Investment Advisory, Investments, Defined Benefit, Pensions, Portfolio Management, Defined Contribution, 401k, Retirement
Education
University of Iowa 1993 — 1997
BBA, Finance
DiMeo Schneider & Associates May 1999 - Present
Skills
Asset Allocation, Investment Advisory, Investments, Defined Benefit, Pensions, Portfolio Management, Defined Contribution, 401k, Retirement
Education
University of Iowa 1993 — 1997
BBA, Finance
Bryce McNaul's DiMeo Schneider & Associates Experience September 2013 - Present
Job Institutional Consultant at DiMeo Schneider & Associates
Industry Investment Management
Experience
DiMeo Schneider & Associates September 2013 - Present
DiMeo Schneider & Associates February 2012 - September 2013
Destra Capital June 2011 - August 2011
Sharmac Capital Management June 2010 - August 2010
Education
Passed all three CFA Exams 2012 — 2014
Northwestern University 2007 — 2011
Bachelor of Arts (BA), Economics, Business Institutions
DiMeo Schneider & Associates September 2013 - Present
DiMeo Schneider & Associates February 2012 - September 2013
Destra Capital June 2011 - August 2011
Sharmac Capital Management June 2010 - August 2010
Education
Passed all three CFA Exams 2012 — 2014
Northwestern University 2007 — 2011
Bachelor of Arts (BA), Economics, Business Institutions
Greg Johnsen's DiMeo Schneider & Associates Experience 1994 - 1997
Job Director, Institutional Portfolio Manager at Parametric
Industry Investment Management
Experience
Parametric February 2012 - Present
Wellington Management April 2001 - December 2011
American Century Investments 1997 - 2001
DiMeo Schneider & Associates 1994 - 1997
Skills
Hedge Funds, Alternative Investments, Investment Management, Investments, Portfolio Management, Equities, Fixed Income, Bloomberg, Investment Strategies
Education
The University of Chicago - Booth School of Business 1989 — 1991
MBA, Finance
University of Minnesota-Twin Cities 1981 — 1985
BS, Economics
Parametric February 2012 - Present
Wellington Management April 2001 - December 2011
American Century Investments 1997 - 2001
DiMeo Schneider & Associates 1994 - 1997
Skills
Hedge Funds, Alternative Investments, Investment Management, Investments, Portfolio Management, Equities, Fixed Income, Bloomberg, Investment Strategies
Education
The University of Chicago - Booth School of Business 1989 — 1991
MBA, Finance
University of Minnesota-Twin Cities 1981 — 1985
BS, Economics
Raul Barraza's DiMeo Schneider & Associates Experience July 2007 - August 2008
Job Inside Sales Support at BOF Corporation
Industry Banking
Experience
B-O-F Corporation November 2012 - Present
First National Bank November 2010 - November 2012
DiMeo Schneider & Associates July 2007 - August 2008
Target December 2004 - July 2007
Dovenmuehle Mortgage June 2004 - August 2004
Skills
Effective Interpersonal..., Proficient in the use..., Able to effectively..., Spanish speaker, Research, investigate,..., Microsoft Excel, Spanish, Microsoft Word, Leadership, Customer Service, Inventory Management
Education
University of Illinois at Urbana-Champaign 2007 — 2010
Agricultural and Consumer Economics- concentration in Financial Planning, Finance
Northern Illinois University 2006 — 2007
Accounting
B-O-F Corporation November 2012 - Present
First National Bank November 2010 - November 2012
DiMeo Schneider & Associates July 2007 - August 2008
Target December 2004 - July 2007
Dovenmuehle Mortgage June 2004 - August 2004
Skills
Effective Interpersonal..., Proficient in the use..., Able to effectively..., Spanish speaker, Research, investigate,..., Microsoft Excel, Spanish, Microsoft Word, Leadership, Customer Service, Inventory Management
Education
University of Illinois at Urbana-Champaign 2007 — 2010
Agricultural and Consumer Economics- concentration in Financial Planning, Finance
Northern Illinois University 2006 — 2007
Accounting
Shreya Canakapalli's DiMeo Schneider & Associates Experience August 2014 - Present
Job Institutional Consultant at DiMeo Schneider & Associates
Industry Financial Services
Experience
DiMeo Schneider & Associates August 2014 - Present
DiMeo Schneider & Associates October 2012 - August 2014
Northern Trust Hedge Fund Services July 2011 - October 2012
Morgan Stanley Smith Barney June 2010 - August 2010
Karvy Stock Broking Limited June 2009 - August 2009
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science
Overseas School of Colombo
DiMeo Schneider & Associates August 2014 - Present
DiMeo Schneider & Associates October 2012 - August 2014
Northern Trust Hedge Fund Services July 2011 - October 2012
Morgan Stanley Smith Barney June 2010 - August 2010
Karvy Stock Broking Limited June 2009 - August 2009
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science
Overseas School of Colombo
Ben Bartelt, CFA's DiMeo Schneider & Associates Experience May 2010 - June 2012
Job Manager, Investments at Catholic Health Initiatives
Industry Investment Management
Experience
Catholic Health Initiatives October 2014 - Present
Catholic Health Initiatives June 2012 - October 2014
DiMeo Schneider & Associates May 2010 - June 2012
Harris Associates July 2007 - May 2010
Skills
Portfolio Management, Asset Managment, Asset Allocation, Investments, Equities
Education
Indiana University - Kelley School of Business
B.S., Finance
Catholic Health Initiatives October 2014 - Present
Catholic Health Initiatives June 2012 - October 2014
DiMeo Schneider & Associates May 2010 - June 2012
Harris Associates July 2007 - May 2010
Skills
Portfolio Management, Asset Managment, Asset Allocation, Investments, Equities
Education
Indiana University - Kelley School of Business
B.S., Finance
Brad Daniels, CFA's DiMeo Schneider & Associates Experience October 2012 - Present
Job Manager of Performance Analytics at DiMeo Schneider & Associates
Industry Financial Services
Experience
DiMeo Schneider & Associates October 2012 - Present
Capital Forensics May 2005 - October 2012
Skills
Financial Analysis, Mutual Funds, Investments, PowerPoint, Asset Allocation, FINRA, Bloomberg, Securities Regulation, Securities, Analysis, Axys, Alternative Investments, Excel, Advent Axys, Advent Portfolio...
Education
Indiana University - Kelley School of Business 2001 — 2005
B.S. in Business, Finance, Operations Management
DiMeo Schneider & Associates October 2012 - Present
Capital Forensics May 2005 - October 2012
Skills
Financial Analysis, Mutual Funds, Investments, PowerPoint, Asset Allocation, FINRA, Bloomberg, Securities Regulation, Securities, Analysis, Axys, Alternative Investments, Excel, Advent Axys, Advent Portfolio...
Education
Indiana University - Kelley School of Business 2001 — 2005
B.S. in Business, Finance, Operations Management
Ryan Vervoort's DiMeo Schneider & Associates Experience July 2011 - August 2013
Job Property Claims Professional at Zurich North America
Industry Financial Services
Experience
Zurich North America August 2013 - Present
DiMeo Schneider & Associates July 2011 - August 2013
JPMorgan Chase June 2010 - July 2011
DiMeo Schneider & Associates June 2009 - August 2009
Skills
Investments, Finance, Performance Measurement, Mutual Funds, Fixed Income, Axys, Bloomberg, Morningstar Direct, Investment Advisory, Financial Statements, Quarterly Reporting, Retail Banking
Education
University of Iowa 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Zurich North America August 2013 - Present
DiMeo Schneider & Associates July 2011 - August 2013
JPMorgan Chase June 2010 - July 2011
DiMeo Schneider & Associates June 2009 - August 2009
Skills
Investments, Finance, Performance Measurement, Mutual Funds, Fixed Income, Axys, Bloomberg, Morningstar Direct, Investment Advisory, Financial Statements, Quarterly Reporting, Retail Banking
Education
University of Iowa 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Phil Kosmala's DiMeo Schneider & Associates Experience July 1999 - September 2003
Job Managing Director at Taiber Kosmala & Associates
Industry Investment Management
Experience
Taiber Kosmala & Associates June 2012 - Present
Lowery Asset Consulting November 2003 - June 2012
DiMeo Schneider & Associates July 1999 - September 2003
U.S. Securities & Exchange Commission 1994 - 1999
Education
DePaul University 1989 — 1993
Taiber Kosmala & Associates June 2012 - Present
Lowery Asset Consulting November 2003 - June 2012
DiMeo Schneider & Associates July 1999 - September 2003
U.S. Securities & Exchange Commission 1994 - 1999
Education
DePaul University 1989 — 1993
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY