Educational Investment Fund
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Educational Investment Fund Employees
Employee
Years
Job
Industry
Bobby Katoli Bobby Katoli's Educational Investment Fund Experience August 2012 - May 2013
Job CoFounder and Managing Member at MassCatalyst
Industry Internet
Experience
MassCatalyst January 2014 - Present
VMG Health July 2013 - August 2014
Educational Investment Fund August 2012 - May 2013
The ARX Group January 2011 - June 2012
Paradigm Capital Corp. Hedge Fund August 2011 - February 2012
Skills
Financial Analysis, Financial Modeling, PowerPoint, Bloomberg Terminal, Equity Research, Valuation, Asset Managment, Investments, Bloomberg, Risk Management, Equity Derivatives, Capital IQ, Corporate Finance, Mathematics, Investment Banking, Asset Management
Education
Texas Christian University 2008 — 2013
Bachelor of Business Administration (BBA), Finance
MassCatalyst January 2014 - Present
VMG Health July 2013 - August 2014
Educational Investment Fund August 2012 - May 2013
The ARX Group January 2011 - June 2012
Paradigm Capital Corp. Hedge Fund August 2011 - February 2012
Skills
Financial Analysis, Financial Modeling, PowerPoint, Bloomberg Terminal, Equity Research, Valuation, Asset Managment, Investments, Bloomberg, Risk Management, Equity Derivatives, Capital IQ, Corporate Finance, Mathematics, Investment Banking, Asset Management
Education
Texas Christian University 2008 — 2013
Bachelor of Business Administration (BBA), Finance
Joseph Scavelli Joseph Scavelli's Educational Investment Fund Experience August 2014 - December 2014
Job Assurance Associate at PwC
Industry Financial Services
Experience
PwC September 2015 - Present
Douglas Capital Management September 2014 - December 2014
Educational Investment Fund August 2014 - December 2014
PwC June 2014 - August 2014
University College - Illinois State University August 2013 - May 2014
Dovenmuehle Mortgage May 2013 - August 2013
Skills
Leadership, Microsoft Excel, Time Management, Teamwork, Customer Service, Communication, Microsoft Office, PowerPoint, Public Speaking, Mathematics, Microsoft Word, Research, Data Analysis, Outlook, Access, Sales, Bloomberg Terminal
Education
Illinois State University 2011 — 2015
Bachelor of Science, Finance and Accounting, 3.93/4.0 Cumulative GPA
Lake Zurich High School 2007 — 2011
PwC September 2015 - Present
Douglas Capital Management September 2014 - December 2014
Educational Investment Fund August 2014 - December 2014
PwC June 2014 - August 2014
University College - Illinois State University August 2013 - May 2014
Dovenmuehle Mortgage May 2013 - August 2013
Skills
Leadership, Microsoft Excel, Time Management, Teamwork, Customer Service, Communication, Microsoft Office, PowerPoint, Public Speaking, Mathematics, Microsoft Word, Research, Data Analysis, Outlook, Access, Sales, Bloomberg Terminal
Education
Illinois State University 2011 — 2015
Bachelor of Science, Finance and Accounting, 3.93/4.0 Cumulative GPA
Lake Zurich High School 2007 — 2011
Greta Nora Farkas Greta Nora Farkas's Educational Investment Fund Experience March 2012 - September 2013
Job Student at Corvinus University of Budapest in Hungary
Industry Information Technology and Services
Experience
INTREN September 2015 - Present
Google August 2015 - Present
Educational Investment Fund March 2012 - September 2013
Educational Investment Fund October 2011 - March 2012
Skills
Precise, Organization &..., Creative Problem Solving, Integrity, Goal Oriented, People Skills, Critical Thinking, Adaptation, Analytical Skills, Team-oriented, Time Management, Portfolio Management, Information Systems, Business Intelligence, Investments, Business, Business Analysis, Microsoft Office, Problem Solving, Teamwork, PowerPoint, Microsoft Excel, Project Management, Management
Education
Corvinus University of Budapest 2014 — 2016
Master's Degree, Master in Business Information Systems
Károly Róbert College 2010 — 2014
Bachelor's Degree, Business Information Technologist, 5
Wyższa Szkoła Gospodarki w Bydgoszczy 2012 — 2012
Economics
INTREN September 2015 - Present
Google August 2015 - Present
Educational Investment Fund March 2012 - September 2013
Educational Investment Fund October 2011 - March 2012
Skills
Precise, Organization &..., Creative Problem Solving, Integrity, Goal Oriented, People Skills, Critical Thinking, Adaptation, Analytical Skills, Team-oriented, Time Management, Portfolio Management, Information Systems, Business Intelligence, Investments, Business, Business Analysis, Microsoft Office, Problem Solving, Teamwork, PowerPoint, Microsoft Excel, Project Management, Management
Education
Corvinus University of Budapest 2014 — 2016
Master's Degree, Master in Business Information Systems
Károly Róbert College 2010 — 2014
Bachelor's Degree, Business Information Technologist, 5
Wyższa Szkoła Gospodarki w Bydgoszczy 2012 — 2012
Economics
Craig Danwin Craig Danwin's Educational Investment Fund Experience August 2013 - May 2014
Job Student at Illinois State University
Industry Financial Services
Experience
Senior Lifestyle Corporation August 2014 - Present
Educational Investment Fund August 2013 - May 2014
Live Brialle August 2013 - May 2014
Klein Creek March 2006 - 2014
1-800-Radiator March 2011 - August 2013
Education
Illinois State University 2010 — 2014
Bachelor's Degree, Finance, General, Dean’s List (GPA 3.59)
Senior Lifestyle Corporation August 2014 - Present
Educational Investment Fund August 2013 - May 2014
Live Brialle August 2013 - May 2014
Klein Creek March 2006 - 2014
1-800-Radiator March 2011 - August 2013
Education
Illinois State University 2010 — 2014
Bachelor's Degree, Finance, General, Dean’s List (GPA 3.59)
Benard Teko Benard Teko's Educational Investment Fund Experience January 2014 - April 2014
Job Compliance / Operational Risk Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
United States Army Reserve September 2013 - August 2015
Educational Investment Fund January 2014 - April 2014
Toastmasters International May 2013 - April 2014
Illinois State Students in Finance May 2013 - April 2014
United States Army January 2011 - August 2013
Everywhere Wireless June 2013 - July 2013
Business Week Committee August 2012 - May 2013
Sigma Tau Gamma Fraternity November 2011 - December 2012
Alpha Kappa Psi (Illinois State) December 2011 - May 2012
Skills
International Business, French, Persuasion, Good Morals, Professional Presence, Leadership, Interpersonal Skill, Dependable Team Player, Tenacious Work Ethic, Recruiting, PowerPoint, Microsoft Office, Committed to..., Management, Marketing, Public Speaking, Team Leadership, Time Management, Training, Investments, Microsoft Excel, Teamwork
Education
Illinois State University 2011 — 2014
International Business & Finance with a French Minor. // 2012 Summer Study Abroad (France), GPA: 3.6/4
Study Abroad - France 2012 — 2012
Culture, Business Environment, & Political Familiarization
American Military University 2008 — 2010
Non-Degree Seeking, General Education, GPA: 3.6/4
Wells Fargo June 2014 - Present
United States Army Reserve September 2013 - August 2015
Educational Investment Fund January 2014 - April 2014
Toastmasters International May 2013 - April 2014
Illinois State Students in Finance May 2013 - April 2014
United States Army January 2011 - August 2013
Everywhere Wireless June 2013 - July 2013
Business Week Committee August 2012 - May 2013
Sigma Tau Gamma Fraternity November 2011 - December 2012
Alpha Kappa Psi (Illinois State) December 2011 - May 2012
Skills
International Business, French, Persuasion, Good Morals, Professional Presence, Leadership, Interpersonal Skill, Dependable Team Player, Tenacious Work Ethic, Recruiting, PowerPoint, Microsoft Office, Committed to..., Management, Marketing, Public Speaking, Team Leadership, Time Management, Training, Investments, Microsoft Excel, Teamwork
Education
Illinois State University 2011 — 2014
International Business & Finance with a French Minor. // 2012 Summer Study Abroad (France), GPA: 3.6/4
Study Abroad - France 2012 — 2012
Culture, Business Environment, & Political Familiarization
American Military University 2008 — 2010
Non-Degree Seeking, General Education, GPA: 3.6/4
Brad Schwer Brad Schwer's Educational Investment Fund Experience January 2010 - May 2010
Job Senior Investigator at CME Group | MBA Candidate at University of Chicago Booth School of Business
Industry Financial Services
Experience
CME Group February 2015 - Present
CME Group April 2011 - February 2015
D3 Financial Counselors May 2010 - July 2010
Educational Investment Fund January 2010 - May 2010
Kingston Financial Group, Inc September 2009 - May 2010
Illinois State Roller Hockey Club August 2008 - July 2009
Skills
Equities
Education
The University of Chicago - Booth School of Business 2013 — 2016
Illinois State University 2006 — 2010
B.S, Finance
CME Group February 2015 - Present
CME Group April 2011 - February 2015
D3 Financial Counselors May 2010 - July 2010
Educational Investment Fund January 2010 - May 2010
Kingston Financial Group, Inc September 2009 - May 2010
Illinois State Roller Hockey Club August 2008 - July 2009
Skills
Equities
Education
The University of Chicago - Booth School of Business 2013 — 2016
Illinois State University 2006 — 2010
B.S, Finance
Mike Trompeter Mike Trompeter's Educational Investment Fund Experience August 2015 - Present
Job Student Analyst at Educational Investment Fund
Industry Financial Services
Experience
Educational Investment Fund August 2015 - Present
Fitch Ratings June 2015 - August 2015
Delta Chi Fraternity May 2014 - May 2015
Huber Financial Advisors, LLC May 2014 - August 2014
Chicago Highlands Club May 2010 - May 2014
Skills
Customer Service, Organization, Team Leadership, Hospitality, Sales, Stocks, Time Management, PowerPoint, Teamwork, Finance, Management
Education
Illinois State University 2012 — 2016
Bachelor's degree, Finance
Downers Grove South
Educational Investment Fund August 2015 - Present
Fitch Ratings June 2015 - August 2015
Delta Chi Fraternity May 2014 - May 2015
Huber Financial Advisors, LLC May 2014 - August 2014
Chicago Highlands Club May 2010 - May 2014
Skills
Customer Service, Organization, Team Leadership, Hospitality, Sales, Stocks, Time Management, PowerPoint, Teamwork, Finance, Management
Education
Illinois State University 2012 — 2016
Bachelor's degree, Finance
Downers Grove South
Jake Donnowitz Jake Donnowitz's Educational Investment Fund Experience August 2013 - January 2014
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC September 2015 - Present
Dennen & Simons LLC January 2006 - August 2014
PwC January 2014 - March 2014
Educational Investment Fund August 2013 - January 2014
Skills
QuickBooks, Microsoft Excel, Customer Service, Banking, Tax Returns, Accounting, Microsoft Word, PowerPoint, Microsoft Office, Financial Analysis, Access, Outlook, Time Management, Teamwork, Accounts Payable, Financial Accounting, Financial Reporting, Accounts Receivable, Auditing, Bookkeeping
Education
Illinois State University 2010 — 2015
Bachelor’s Degree, Accounting and Finance, 3.8/4.0
PwC September 2015 - Present
Dennen & Simons LLC January 2006 - August 2014
PwC January 2014 - March 2014
Educational Investment Fund August 2013 - January 2014
Skills
QuickBooks, Microsoft Excel, Customer Service, Banking, Tax Returns, Accounting, Microsoft Word, PowerPoint, Microsoft Office, Financial Analysis, Access, Outlook, Time Management, Teamwork, Accounts Payable, Financial Accounting, Financial Reporting, Accounts Receivable, Auditing, Bookkeeping
Education
Illinois State University 2010 — 2015
Bachelor’s Degree, Accounting and Finance, 3.8/4.0
Mark Whitaker, CFA's Educational Investment Fund Experience January 2007 - May 2007
Job Credit Research Analyst at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management June 2012 - Present
Northern Trust March 2011 - June 2012
Northern Trust July 2008 - May 2011
Educational Investment Fund January 2007 - May 2007
Merrill Lynch December 2004 - January 2007
Skills
Bloomberg, Investments, Financial Markets, Fixed Income, Financial Analysis, Risk Management, Valuation, Financial Modeling, Strategic Financial..., Financial Statement..., Asset Managment, Corporate Finance, Derivatives, Investment Management, ETFs, Bonds, Bloomberg Terminal, Quantitative Analytics, Trading Systems, Accounting
Education
Illinois State University 2004 — 2008
BS, Finance, Business Education
Northern Trust Asset Management June 2012 - Present
Northern Trust March 2011 - June 2012
Northern Trust July 2008 - May 2011
Educational Investment Fund January 2007 - May 2007
Merrill Lynch December 2004 - January 2007
Skills
Bloomberg, Investments, Financial Markets, Fixed Income, Financial Analysis, Risk Management, Valuation, Financial Modeling, Strategic Financial..., Financial Statement..., Asset Managment, Corporate Finance, Derivatives, Investment Management, ETFs, Bonds, Bloomberg Terminal, Quantitative Analytics, Trading Systems, Accounting
Education
Illinois State University 2004 — 2008
BS, Finance, Business Education
Ryan Forberg, CFA's Educational Investment Fund Experience August 2009 - December 2009
Job Fixed Income Analyst at RMB Capital
Industry Financial Services
Experience
RMB Capital April 2013 - Present
Guggenheim Partners March 2012 - April 2013
Guggenheim Partners May 2010 - March 2012
Country Insurance & Financial Services January 2009 - May 2010
Educational Investment Fund August 2009 - December 2009
Vernon Development, Inc. April 2007 - December 2008
Skills
Microsoft Excel, Visual Basic, Microsoft Office, BlackRock Aladdin, Bloomberg, Asset Managment, Fixed Income, Finance, Market Research, Trading, Portfolio Management, Capital Markets, Insurance, Investment Management, VBA, Asset Management
Education
Illinois State University
Bachelor of Science, Finance, Accounting, Business
RMB Capital April 2013 - Present
Guggenheim Partners March 2012 - April 2013
Guggenheim Partners May 2010 - March 2012
Country Insurance & Financial Services January 2009 - May 2010
Educational Investment Fund August 2009 - December 2009
Vernon Development, Inc. April 2007 - December 2008
Skills
Microsoft Excel, Visual Basic, Microsoft Office, BlackRock Aladdin, Bloomberg, Asset Managment, Fixed Income, Finance, Market Research, Trading, Portfolio Management, Capital Markets, Insurance, Investment Management, VBA, Asset Management
Education
Illinois State University
Bachelor of Science, Finance, Accounting, Business
Perry Cunningham's Educational Investment Fund Experience June 2009 - December 2009
Job Senior Corporate Development Analyst at Hunt Oil Company
Industry Oil & Energy
Experience
Hunt Oil Company November 2011 - Present
FirstCity Financial Corp. August 2010 - November 2011
Q Investments August 2008 - February 2010
Educational Investment Fund June 2009 - December 2009
Skills
Financial Modeling, Mergers & Acquisitions
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
BBA, Finance, Marketing
Hunt Oil Company November 2011 - Present
FirstCity Financial Corp. August 2010 - November 2011
Q Investments August 2008 - February 2010
Educational Investment Fund June 2009 - December 2009
Skills
Financial Modeling, Mergers & Acquisitions
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
BBA, Finance, Marketing
Patryk Sobotka's Educational Investment Fund Experience August 2009 - December 2009
Job Foreclosure Specialist
Industry Financial Services
Experience
Provident Funding Associates L.P. March 2011 - Present
Provident Funding Associates L.P. May 2010 - March 2011
Town of Normal: Finance Department January 2010 - May 2010
Educational Investment Fund August 2009 - December 2009
Skills
Microsoft Office, Microsoft Excel, Financial Reporting, Market Research, PowerPoint, Analysis, Finance, Microsoft Word
Education
Illinois State University 2007 — 2010
Bachelor's degree, Accounting and Finance
Eastern Illinois University 2006 — 2007
Provident Funding Associates L.P. March 2011 - Present
Provident Funding Associates L.P. May 2010 - March 2011
Town of Normal: Finance Department January 2010 - May 2010
Educational Investment Fund August 2009 - December 2009
Skills
Microsoft Office, Microsoft Excel, Financial Reporting, Market Research, PowerPoint, Analysis, Finance, Microsoft Word
Education
Illinois State University 2007 — 2010
Bachelor's degree, Accounting and Finance
Eastern Illinois University 2006 — 2007