EVEREN Securities
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Customer service: 1 (866) 281-7436 Headquarters: St. Louis, MO Parent organization: Wells Fargo Founded: September 4, 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
EVEREN Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at EVEREN Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
EVEREN Securities Salaries. You can even request information on how much does EVEREN Securities pay if you want to. Learn about salaries, pros and cons of working for EVEREN Securities directly from the past employees.
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117 EVEREN Securities employees in database. Find out everything there's to know about EVEREN Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
EVEREN Securities Employees
Employee
Years
Job
Industry
Moira Zahn Moira Zahn's EVEREN Securities Experience March 1994 - April 1996
Job Consultant at Spectrum Pension Consultants, Inc.
Industry Human Resources
Experience
Spectrum Pension Consultants, Inc. September 2013 - Present
Capella, Inc. March 2003 - August 2013
Principal Global Investors April 1996 - December 1999
Everen Securities March 1994 - April 1996
Northern Trust 1986 - 1994
Skills
Benefit Plan..., Employee Communication, Retirement Plan Design, Pensions, Investment Management, Internal Communications, Mutual Funds, Business Planning, Employee Benefits, Retirement Planning, Marketing, Retirement, Defined Benefit, 401k, Pension Administration, Financial Advisory
Education
Saint Mary's College 1981 — 1985
Bachelor of Business Administration (BBA), Finance
Spectrum Pension Consultants, Inc. September 2013 - Present
Capella, Inc. March 2003 - August 2013
Principal Global Investors April 1996 - December 1999
Everen Securities March 1994 - April 1996
Northern Trust 1986 - 1994
Skills
Benefit Plan..., Employee Communication, Retirement Plan Design, Pensions, Investment Management, Internal Communications, Mutual Funds, Business Planning, Employee Benefits, Retirement Planning, Marketing, Retirement, Defined Benefit, 401k, Pension Administration, Financial Advisory
Education
Saint Mary's College 1981 — 1985
Bachelor of Business Administration (BBA), Finance
John L. Ranft, CIMA, MBA John L. Ranft, CIMA, MBA's EVEREN Securities Experience October 1995 - December 1999
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2013 - Present
Navellier & Associates January 2008 - June 2013
Prudential Financial August 2003 - December 2007
Manulife Financial August 2002 - June 2003
First Union Securities January 2000 - May 2002
EVEREN Securities October 1995 - December 1999
Gruntal & Company September 1989 - October 1995
Moseley, Hallgarten, Estabrook & Weeden 1983 - 1989
Coopers & Lybrand 1981 - 1983
Skills
Investments, Retirement Planning, Mutual Funds, Sales Management, Sales, Finance, New Business Development
Education
University of California, Berkeley 1977 — 1979
Bachelor of Science (BS), Accounting
San Francisco State University
Master of Business Administration (MBA), Finance, General
Wells Fargo Advisors, LLC June 2013 - Present
Navellier & Associates January 2008 - June 2013
Prudential Financial August 2003 - December 2007
Manulife Financial August 2002 - June 2003
First Union Securities January 2000 - May 2002
EVEREN Securities October 1995 - December 1999
Gruntal & Company September 1989 - October 1995
Moseley, Hallgarten, Estabrook & Weeden 1983 - 1989
Coopers & Lybrand 1981 - 1983
Skills
Investments, Retirement Planning, Mutual Funds, Sales Management, Sales, Finance, New Business Development
Education
University of California, Berkeley 1977 — 1979
Bachelor of Science (BS), Accounting
San Francisco State University
Master of Business Administration (MBA), Finance, General
Molly Keveney Molly Keveney's EVEREN Securities Experience 1997 - 1998
Job Vice President – Corporate Communications & Community Affairs at The WhiteWave Foods Company
Industry Food & Beverages
Experience
The WhiteWave Foods Company 2012 - Present
The WhiteWave Foods Division. Dean Foods Company 2004 - 2013
Horizon Organic, Dean Foods Company 2003 - 2004
GolinHarris 2000 - 2003
Leo Burnett 1998 - 2000
Everen Securities 1997 - 1998
FleishmanHillard 1994 - 1997
The Oakland Press 1993 - 1994
Skills
Consumer Products, Marketing Communications, Integrated Marketing, Marketing Strategy, Brand Management, Strategic Communications, Email Marketing, Brand Architecture, Direct Marketing, Customer Insight, Internal Communications, Event Planning, Advertising, Brand Development, Public Relations, Shopper Marketing, Marketing, Strategy
Education
Michigan State University 1989 — 1993
Bachelor's Degree, Communications: School of Journalism, 1993
The WhiteWave Foods Company 2012 - Present
The WhiteWave Foods Division. Dean Foods Company 2004 - 2013
Horizon Organic, Dean Foods Company 2003 - 2004
GolinHarris 2000 - 2003
Leo Burnett 1998 - 2000
Everen Securities 1997 - 1998
FleishmanHillard 1994 - 1997
The Oakland Press 1993 - 1994
Skills
Consumer Products, Marketing Communications, Integrated Marketing, Marketing Strategy, Brand Management, Strategic Communications, Email Marketing, Brand Architecture, Direct Marketing, Customer Insight, Internal Communications, Event Planning, Advertising, Brand Development, Public Relations, Shopper Marketing, Marketing, Strategy
Education
Michigan State University 1989 — 1993
Bachelor's Degree, Communications: School of Journalism, 1993
Lisa Barry Lisa Barry's EVEREN Securities Experience June 1995 - February 1996
Job Guest Services at Abraham Lincoln Presidential Library & Museum
Industry Political Organization
Experience
Abraham Lincoln Presidential Library & Museum February 2013 - 2014
Rachlis Durham Duff & Adler, LLC August 2002 - February 2003
Pat Hughes for State Rep January 2002 - July 2002
Arthur Andersen LLP October 1999 - February 2002
Hedlund Hanley & John May 1998 - September 1999
Winston & Strawn LLP March 1996 - May 1998
Pro Bono Advocates January 1997 - December 1997
Junior Achievement of Chicago January 1997 - May 1997
Everen Securities June 1995 - February 1996
Jenner & Block June 1994 - June 1995
Skills
Legal Research, Legal Writing, Bankruptcy, Community Outreach, Trade Secrets, Document Review, Civil Litigation, Corporate Law, Political Campaigns, Commercial Litigation, Arbitration, Subpoenas, SEC filings, Databases, Federal Courts, Legal Documents, Docketing, Cite Checking, Redaction, Event Planning
Education
Roosevelt University 1993 — 1994
Certificate, Paralegal Studies
University of Wisconsin-Madison 1990 — 1993
BA, Behavioral Science & Law
Winnebago Lutheran Academy 1984 — 1988
High School
Abraham Lincoln Presidential Library & Museum February 2013 - 2014
Rachlis Durham Duff & Adler, LLC August 2002 - February 2003
Pat Hughes for State Rep January 2002 - July 2002
Arthur Andersen LLP October 1999 - February 2002
Hedlund Hanley & John May 1998 - September 1999
Winston & Strawn LLP March 1996 - May 1998
Pro Bono Advocates January 1997 - December 1997
Junior Achievement of Chicago January 1997 - May 1997
Everen Securities June 1995 - February 1996
Jenner & Block June 1994 - June 1995
Skills
Legal Research, Legal Writing, Bankruptcy, Community Outreach, Trade Secrets, Document Review, Civil Litigation, Corporate Law, Political Campaigns, Commercial Litigation, Arbitration, Subpoenas, SEC filings, Databases, Federal Courts, Legal Documents, Docketing, Cite Checking, Redaction, Event Planning
Education
Roosevelt University 1993 — 1994
Certificate, Paralegal Studies
University of Wisconsin-Madison 1990 — 1993
BA, Behavioral Science & Law
Winnebago Lutheran Academy 1984 — 1988
High School
Andy Harmon Andy Harmon's EVEREN Securities Experience 1995 - 1996
Job Driving customer success through solutions optimization.
Industry Staffing and Recruiting
Experience
LinkedIn May 2015 - Present
Accolo June 2014 - May 2015
Strategic Staffing Solutions November 2013 - June 2014
Continental Placement Corporation July 2012 - November 2013
Accolo September 2010 - July 2012
The RightThing, Inc. April 2010 - September 2010
Accolo July 2007 - April 2010
MedFocus LLC March 2002 - July 2007
Spherion May 1996 - March 2002
Everen Securities 1995 - 1996
Skills
Insurance, Accounting, Manufacturing, IT Service Management, Technical Recruiting, Hiring, Sourcing, Customer Service, Employee Engagement, Talent Acquisition, Employee Relations, Full-cycle Recruiting, Applicant Tracking..., Interviewing, Customer Relations, Recruitment/Retention, Account Management, Coaching, Vendor Management, Recruiting, Interviews, Training Delivery, Training, Development & delivery..., Onboarding, Temporary Placement, Cold Calling, SDLC, Management, Recruitment Advertising, Internet Recruiting, Screening Resumes, Contract Recruitment, Benefits Negotiation, Leadership, Human Resources, Strategy, Consulting, Employee Benefits, College Recruiting, Executive Search, Sales, Staffing Services, Talent Management, Career Development, Employer Branding, Screening, Workforce Planning, Performance Management, Resume Writing
Education
Northern Illinois University 1984 — 1989
BA
Benedictine University 2003 — 2006
LinkedIn May 2015 - Present
Accolo June 2014 - May 2015
Strategic Staffing Solutions November 2013 - June 2014
Continental Placement Corporation July 2012 - November 2013
Accolo September 2010 - July 2012
The RightThing, Inc. April 2010 - September 2010
Accolo July 2007 - April 2010
MedFocus LLC March 2002 - July 2007
Spherion May 1996 - March 2002
Everen Securities 1995 - 1996
Skills
Insurance, Accounting, Manufacturing, IT Service Management, Technical Recruiting, Hiring, Sourcing, Customer Service, Employee Engagement, Talent Acquisition, Employee Relations, Full-cycle Recruiting, Applicant Tracking..., Interviewing, Customer Relations, Recruitment/Retention, Account Management, Coaching, Vendor Management, Recruiting, Interviews, Training Delivery, Training, Development & delivery..., Onboarding, Temporary Placement, Cold Calling, SDLC, Management, Recruitment Advertising, Internet Recruiting, Screening Resumes, Contract Recruitment, Benefits Negotiation, Leadership, Human Resources, Strategy, Consulting, Employee Benefits, College Recruiting, Executive Search, Sales, Staffing Services, Talent Management, Career Development, Employer Branding, Screening, Workforce Planning, Performance Management, Resume Writing
Education
Northern Illinois University 1984 — 1989
BA
Benedictine University 2003 — 2006
Jeff Gutheil Jeff Gutheil's EVEREN Securities Experience September 1997 - May 1999
Job Distributor at Advocare
Industry Marketing and Advertising
Experience
Looking For New Career Oppotunities February 2015 - Present
Berry Network, Inc. a YP Company January 2003 - February 2015
Berry Network, Inc. an AT&T Company May 2008 - April 2012
Berry Network, Inc. an AT&T Company May 2008 - April 2012
H&R Block Financial Advisors June 1999 - May 2002
Everen Securities September 1997 - May 1999
Skills
Local Search, Media Planning, Mobile Marketing, Direct Mail, Digital Marketing, Lead Generation, SEM, PPC, Customer Acquisition, Customer Engagement, Advertising, B2B, Website Development, Digital Media, Web Analytics, Email Marketing, Google Adwords, Interactive Marketing, Online Marketing, Behavioral Targeting, Google Analytics, Marketing Strategy, Digital Strategy, SEO, Online Advertising, Marketing Management, Market Planning, Mobile Advertising, Social Media Marketing, Advertising Sales, Direct Marketing, Search Advertising
Education
Sinclair Community College 1976 — 1978
Miamisburg High School 1973 — 1975
Looking For New Career Oppotunities February 2015 - Present
Berry Network, Inc. a YP Company January 2003 - February 2015
Berry Network, Inc. an AT&T Company May 2008 - April 2012
Berry Network, Inc. an AT&T Company May 2008 - April 2012
H&R Block Financial Advisors June 1999 - May 2002
Everen Securities September 1997 - May 1999
Skills
Local Search, Media Planning, Mobile Marketing, Direct Mail, Digital Marketing, Lead Generation, SEM, PPC, Customer Acquisition, Customer Engagement, Advertising, B2B, Website Development, Digital Media, Web Analytics, Email Marketing, Google Adwords, Interactive Marketing, Online Marketing, Behavioral Targeting, Google Analytics, Marketing Strategy, Digital Strategy, SEO, Online Advertising, Marketing Management, Market Planning, Mobile Advertising, Social Media Marketing, Advertising Sales, Direct Marketing, Search Advertising
Education
Sinclair Community College 1976 — 1978
Miamisburg High School 1973 — 1975
Doug Besso Doug Besso's EVEREN Securities Experience 1996 - 1999
Job Chief Technology and Operations Officer at HighTower
Industry Financial Services
Experience
HighTower March 2012 - Present
Calamos Investments July 2009 - March 2012
Wachovia Securities 1999 - June 2009
EVEREN Securities 1996 - 1999
Kemper Financial Services 1988 - 1996
Electronic Data Systems 1987 - 1988
Skills
CIO, Retail Brokerage, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1996
M.B.A, Finance
Iowa State University 1983 — 1987
B.S., Computer Science
HighTower March 2012 - Present
Calamos Investments July 2009 - March 2012
Wachovia Securities 1999 - June 2009
EVEREN Securities 1996 - 1999
Kemper Financial Services 1988 - 1996
Electronic Data Systems 1987 - 1988
Skills
CIO, Retail Brokerage, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1996
M.B.A, Finance
Iowa State University 1983 — 1987
B.S., Computer Science
Shawn Severson Shawn Severson's EVEREN Securities Experience 1997 - 1999
Job Managing Director, BlueShirt Group
Industry Investment Banking
Experience
The Blueshirt Group April 2013 - Present
RePower Capital, Inc. April 2014 - Present
JMP Securities September 2011 - April 2013
ThinkEquity LLC November 2009 - September 2011
Brigantine Advisors February 2009 - November 2009
Robert W. Baird October 2007 - February 2009
Raymond James 1999 - October 2007
EVEREN Securities 1997 - 1999
Wasserstein Perella 1996 - 1997
Skills
Cleantech, Investments, Equities, Biofuels, Renewable Resources, Natural Gas, Renewable Chemicals, Oil & Gas Services, Clean Technology, Hedge Funds, Commodity, Investment Management, Valuation, Strategy, Trading, Investor Relations, Venture Capital, Financial Modeling, Business Development, Energy, Corporate Development, Renewable Energy, Private Equity, Mergers & Acquisitions, Energy Efficiency, IPO, Equity Research
Education
Augustana College 1989 — 1993
BA, Finance, Economics
The Blueshirt Group April 2013 - Present
RePower Capital, Inc. April 2014 - Present
JMP Securities September 2011 - April 2013
ThinkEquity LLC November 2009 - September 2011
Brigantine Advisors February 2009 - November 2009
Robert W. Baird October 2007 - February 2009
Raymond James 1999 - October 2007
EVEREN Securities 1997 - 1999
Wasserstein Perella 1996 - 1997
Skills
Cleantech, Investments, Equities, Biofuels, Renewable Resources, Natural Gas, Renewable Chemicals, Oil & Gas Services, Clean Technology, Hedge Funds, Commodity, Investment Management, Valuation, Strategy, Trading, Investor Relations, Venture Capital, Financial Modeling, Business Development, Energy, Corporate Development, Renewable Energy, Private Equity, Mergers & Acquisitions, Energy Efficiency, IPO, Equity Research
Education
Augustana College 1989 — 1993
BA, Finance, Economics
Loren Levitan Loren Levitan's EVEREN Securities Experience 1996 - 1999
Job CoFounder and Managing Partner at To Engage Marketing and EVP Product Development and Marketing at iNetLoyalty
Industry Marketing and Advertising
Experience
To Engage Marketing, LLC February 2013 - Present
iNetLoyalty, LLC January 2014 - Present
Teleformix, LLC January 2009 - February 2013
SHC Direct January 2007 - November 2008
Nomadic Consulting 2006 - 2007
tenthirty, LLC 2001 - May 2006
Brann Worldwide/EURO RSCG - Chicago 1999 - 2001
EVEREN Securities 1996 - 1999
Follett Higher Education Group 1994 - 1996
Skills
Marketing Strategy, Customer Acquisition, Integrated Marketing, Direct Marketing, Brand Development, Loyalty Marketing, Advertising, Multi-channel Marketing, Database Marketing, Email Marketing, Promotions, Marketing Communications, Consumer Insights, Online Marketing, Customer Retention, Product Development, Loyalty Programs, New Business Development, Marketing Management, Product Marketing, Interactive Marketing, Direct Mail, B2B Marketing, Strategic Planning, E-commerce, Customer Experience, Product Management, Strategy Development, User Interface Design, CRM, Credit Cards, Strategy, Interactive Advertising, Mobile Marketing, Start-ups, Creative Direction, Copywriting, Marketing, Digital Marketing, Business Development, Web Analytics, Relationship Marketing, Management, Digital Strategy, Lead Generation, Strategic Partnerships, Segmentation, Trade Shows, Brand Management, SEM
Education
University of Illinois at Chicago 1985 — 1990
B.A., Advertising, Marketing, Design
Main township highschool east 1980 — 1985
To Engage Marketing, LLC February 2013 - Present
iNetLoyalty, LLC January 2014 - Present
Teleformix, LLC January 2009 - February 2013
SHC Direct January 2007 - November 2008
Nomadic Consulting 2006 - 2007
tenthirty, LLC 2001 - May 2006
Brann Worldwide/EURO RSCG - Chicago 1999 - 2001
EVEREN Securities 1996 - 1999
Follett Higher Education Group 1994 - 1996
Skills
Marketing Strategy, Customer Acquisition, Integrated Marketing, Direct Marketing, Brand Development, Loyalty Marketing, Advertising, Multi-channel Marketing, Database Marketing, Email Marketing, Promotions, Marketing Communications, Consumer Insights, Online Marketing, Customer Retention, Product Development, Loyalty Programs, New Business Development, Marketing Management, Product Marketing, Interactive Marketing, Direct Mail, B2B Marketing, Strategic Planning, E-commerce, Customer Experience, Product Management, Strategy Development, User Interface Design, CRM, Credit Cards, Strategy, Interactive Advertising, Mobile Marketing, Start-ups, Creative Direction, Copywriting, Marketing, Digital Marketing, Business Development, Web Analytics, Relationship Marketing, Management, Digital Strategy, Lead Generation, Strategic Partnerships, Segmentation, Trade Shows, Brand Management, SEM
Education
University of Illinois at Chicago 1985 — 1990
B.A., Advertising, Marketing, Design
Main township highschool east 1980 — 1985
Kristin Howe Kristin Howe's EVEREN Securities Experience 1999 - 2002
Job Director of Operations at United Capital Financial Advisers
Industry Financial Services
Experience
United Capital Financial Advisers 2010 - Present
Girard Securities 2012 - Present
DunnHogerty Investment Consulting 2002 - 2010
Bank One 2003 - 2004
Everen Securities 1999 - 2002
Everen Securities, Inc. 1992 - 1999
Skills
Wealth Management..., Personal Finance, 401k, Life Insurance, Equity Trading, Long-term Care, Economics, PowerPoint, Microsoft Word, Private Equity, Budgets, Analysis, Stocks, Business Analysis
Education
Bowling Green State University 1988 — 1990
Business Administration, Management and Operations
United Capital Financial Advisers 2010 - Present
Girard Securities 2012 - Present
DunnHogerty Investment Consulting 2002 - 2010
Bank One 2003 - 2004
Everen Securities 1999 - 2002
Everen Securities, Inc. 1992 - 1999
Skills
Wealth Management..., Personal Finance, 401k, Life Insurance, Equity Trading, Long-term Care, Economics, PowerPoint, Microsoft Word, Private Equity, Budgets, Analysis, Stocks, Business Analysis
Education
Bowling Green State University 1988 — 1990
Business Administration, Management and Operations
Christopher Mercado, MBA, CFP®, CIMA®, AIFA® Christopher Mercado, MBA, CFP®, CIMA®, AIFA®'s EVEREN Securities Experience August 1998 - December 1998
Job
Industry Financial Services
Experience
THE Financial Services NETWORK February 2012 - Present
LPL Financial October 2005 - February 2012
University of the Pacific January 2005 - May 2005
Peace Corps August 2003 - November 2004
University of the Pacific January 2003 - July 2003
First American Trust, FSB; First American Capital Management August 2002 - December 2002
Allianz Global Investors - PIMCO, Nicholas Applegate February 2002 - August 2002
Allianz Global Investors - PIMCO, Nicholas Applegate March 2001 - January 2002
Nicholas Applegate Capital Management March 2001 - January 2002
EVEREN Securities August 1998 - December 1998
Skills
Series 7, Series 24, Series 31, Series 53, Series 66, New Business Development, Continuous Improvement, Change Leadership, Public Speaking, Philanthropy, TQM
Education
University of the Pacific - Eberhardt School of Business 2003 — 2005
MBA, Marketing & International Studies
EMLYON Business School 2004 — 2004
Certificate, Global Economic Sustainable Development, International Business
California State University San Marcos 1995 — 1997
BS, Business Management
Center for Fiduciary Studies 2008 — 2010
University of Pennsylvania - The Wharton School 2009 — 2009
CIMA® Certification, Investment Management Consultants Association, IMCA®
University of California, Los Angeles 2006 — 2007
Certificate: Personal Financial Planning, PFP, Financial Planning
THE Financial Services NETWORK February 2012 - Present
LPL Financial October 2005 - February 2012
University of the Pacific January 2005 - May 2005
Peace Corps August 2003 - November 2004
University of the Pacific January 2003 - July 2003
First American Trust, FSB; First American Capital Management August 2002 - December 2002
Allianz Global Investors - PIMCO, Nicholas Applegate February 2002 - August 2002
Allianz Global Investors - PIMCO, Nicholas Applegate March 2001 - January 2002
Nicholas Applegate Capital Management March 2001 - January 2002
EVEREN Securities August 1998 - December 1998
Skills
Series 7, Series 24, Series 31, Series 53, Series 66, New Business Development, Continuous Improvement, Change Leadership, Public Speaking, Philanthropy, TQM
Education
University of the Pacific - Eberhardt School of Business 2003 — 2005
MBA, Marketing & International Studies
EMLYON Business School 2004 — 2004
Certificate, Global Economic Sustainable Development, International Business
California State University San Marcos 1995 — 1997
BS, Business Management
Center for Fiduciary Studies 2008 — 2010
University of Pennsylvania - The Wharton School 2009 — 2009
CIMA® Certification, Investment Management Consultants Association, IMCA®
University of California, Los Angeles 2006 — 2007
Certificate: Personal Financial Planning, PFP, Financial Planning
Erin Guth Erin Guth's EVEREN Securities Experience 1998 - 1999
Job Independent Human Resources and Operational Consulting
Industry Human Resources
Experience
Human Resources Consulting May 2005 - Present
Avian Human Capital Advisors 2011 - May 2015
Horizon Bay Management 2001 - 2003
Senior Lifestyle Corporation 2001 - 2002
Netgov.com 2000 - 2001
FERS Business Services 1999 - 2000
EVEREN Securities 1998 - 1999
Skills
Human Resources, Healthcare Management, Small Business, Employee Relations, Employee Benefits, Employee Management, Employee Handbooks, Employee Training, Employment Contracts, Employment Law, Best Practices, Operational Risk..., FMLA, HIPAA, COBRA, EEOC, Compensation & Benefit, Recruiting, Succession Planning, Training, Performance Management, Progressive Discipline, Terminations, Exit Interviews, Employee Turnover, Onboarding, College Recruiting, Interviews, Legal Compliance, Management, Personnel Management, Talent Acquisition
Education
Loyola University Graduate School of Business 2002 — 2005
MBA, Human Resources, Healthcare
The University of Texas at Austin 1994 — 1998
Bachelor of Arts, Psychology, Business
Hinsdale Central High School
diploma
Human Resources Consulting May 2005 - Present
Avian Human Capital Advisors 2011 - May 2015
Horizon Bay Management 2001 - 2003
Senior Lifestyle Corporation 2001 - 2002
Netgov.com 2000 - 2001
FERS Business Services 1999 - 2000
EVEREN Securities 1998 - 1999
Skills
Human Resources, Healthcare Management, Small Business, Employee Relations, Employee Benefits, Employee Management, Employee Handbooks, Employee Training, Employment Contracts, Employment Law, Best Practices, Operational Risk..., FMLA, HIPAA, COBRA, EEOC, Compensation & Benefit, Recruiting, Succession Planning, Training, Performance Management, Progressive Discipline, Terminations, Exit Interviews, Employee Turnover, Onboarding, College Recruiting, Interviews, Legal Compliance, Management, Personnel Management, Talent Acquisition
Education
Loyola University Graduate School of Business 2002 — 2005
MBA, Human Resources, Healthcare
The University of Texas at Austin 1994 — 1998
Bachelor of Arts, Psychology, Business
Hinsdale Central High School
diploma
Keith Wosneski Keith Wosneski's EVEREN Securities Experience February 1997 - August 1999
Job Consultant Relations Officer, Acadian Asset Management LLC
Industry Investment Management
Experience
Acadian Asset Management March 2012 - Present
Mercer Investments August 2009 - December 2011
Aurora Investment Management September 2007 - May 2009
Northern Trust Global Investments August 2002 - August 2007
Barclays Global Investors August 1999 - August 2002
Everen Securities February 1997 - August 1999
Zurich Kemper Investments July 1994 - December 1996
Skills
Investments, Hedge Funds, Pensions, Equities, Institutional, Series 7, Alternative Investments, Asset Allocation, Fixed Income, Capital Markets, Client Service, New Business Development, Business Strategy, Investment Advisory, Sales Management, Consultant Relations, Risk Management, Financial Services, Investment Management, Investment Strategies, Business Development, CRM, Asset Management, Relationship Management, Mutual Funds, Financial Markets, Entrepreneurship, Investment Banking, Securities, Private Equity, Portfolio Management, Bloomberg, Emerging Markets
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MBA
University of Denver 1990 — 1994
BSBA, International Business
Acadian Asset Management March 2012 - Present
Mercer Investments August 2009 - December 2011
Aurora Investment Management September 2007 - May 2009
Northern Trust Global Investments August 2002 - August 2007
Barclays Global Investors August 1999 - August 2002
Everen Securities February 1997 - August 1999
Zurich Kemper Investments July 1994 - December 1996
Skills
Investments, Hedge Funds, Pensions, Equities, Institutional, Series 7, Alternative Investments, Asset Allocation, Fixed Income, Capital Markets, Client Service, New Business Development, Business Strategy, Investment Advisory, Sales Management, Consultant Relations, Risk Management, Financial Services, Investment Management, Investment Strategies, Business Development, CRM, Asset Management, Relationship Management, Mutual Funds, Financial Markets, Entrepreneurship, Investment Banking, Securities, Private Equity, Portfolio Management, Bloomberg, Emerging Markets
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MBA
University of Denver 1990 — 1994
BSBA, International Business
Katy Mele Katy Mele's EVEREN Securities Experience 1980 - 2001
Job RESIDENTIAL REAL ESTATE BROKER at Baird & Warner Residential Brokerage
Industry Real Estate
Experience
Baird & Warner Residential Brokerage August 2012 - Present
Prudential American Heritage Real Estate - Barrington, IL December 2010 - August 2012
Coldwell Banker Residential Brokerage , IL March 2002 - December 2010
EVEREN Securities 1980 - 2001
Skills
Real Estate, Referrals, Home, Selling, Buyers, Luxury Properties, First Time Home Buyers, Certified Relocation..., Residential, Certified Fine Homes..., Residential Homes, Property, Real Estate Transactions, Relocation, New Home Sales, Listings, Buyer Representation, Sellers, Single Family Homes
Education
Midpark High School 1975 — 1978
Cuyahoga Community College
Baird & Warner Residential Brokerage August 2012 - Present
Prudential American Heritage Real Estate - Barrington, IL December 2010 - August 2012
Coldwell Banker Residential Brokerage , IL March 2002 - December 2010
EVEREN Securities 1980 - 2001
Skills
Real Estate, Referrals, Home, Selling, Buyers, Luxury Properties, First Time Home Buyers, Certified Relocation..., Residential, Certified Fine Homes..., Residential Homes, Property, Real Estate Transactions, Relocation, New Home Sales, Listings, Buyer Representation, Sellers, Single Family Homes
Education
Midpark High School 1975 — 1978
Cuyahoga Community College
Lawrence Bain Lawrence Bain's EVEREN Securities Experience June 1995 - August 1999
Job Chairman of the Board and Chief Executive Officer at IMH Financial Corporation
Industry Investment Banking
Experience
IMH Financial Corporation July 2014 - Present
ITH Partners ,LLC September 2009 - Present
Salucro Healthcare Solutions 2007 - Present
IMH Financial Corporation September 2009 - July 2014
ProLink Holdings Corp June 2007 - August 2011
True North Advisors August 2000 - August 2009
ProLink Solutions, LLC January 2004 - June 2009
Stifel Nicolaus August 1999 - August 2000
Everen Securities June 1995 - August 1999
Dean Witter March 1988 - May 1995
Skills
Strategic Planning, Negotiation, Deal Structure, Asset Management, Private Equity, Operations Management, Venture Capital, Capital Markets, Capital Structure, Asset Managment, Mergers & Acquisitions, Real Estate, Start-ups, Acquisitions, Product Development, Business Strategy, Corporate Finance, Finance, Investment Banking, Management, Investments, Securities, Strategy, Deal Structures
Education
The Ohio State University 1968 — 1972
Bachelor's degree
University of Pennsylvania - The Wharton School
Certified Investment Manager
IMH Financial Corporation July 2014 - Present
ITH Partners ,LLC September 2009 - Present
Salucro Healthcare Solutions 2007 - Present
IMH Financial Corporation September 2009 - July 2014
ProLink Holdings Corp June 2007 - August 2011
True North Advisors August 2000 - August 2009
ProLink Solutions, LLC January 2004 - June 2009
Stifel Nicolaus August 1999 - August 2000
Everen Securities June 1995 - August 1999
Dean Witter March 1988 - May 1995
Skills
Strategic Planning, Negotiation, Deal Structure, Asset Management, Private Equity, Operations Management, Venture Capital, Capital Markets, Capital Structure, Asset Managment, Mergers & Acquisitions, Real Estate, Start-ups, Acquisitions, Product Development, Business Strategy, Corporate Finance, Finance, Investment Banking, Management, Investments, Securities, Strategy, Deal Structures
Education
The Ohio State University 1968 — 1972
Bachelor's degree
University of Pennsylvania - The Wharton School
Certified Investment Manager
Steven Shelton CFP®, CLU, ChFC, TEP, CIMA®, CMT Steven Shelton CFP®, CLU, ChFC, TEP, CIMA®, CMT's EVEREN Securities Experience 1992 - 1999
Job Experienced Financial Services Executive
Industry Financial Services
Experience
Cornerstone Global Group LLC 2009 - Present
Nuveen Investments 2004 - 2009
Scudder Investments 2004 - 2004
Northstar U.S. 2001 - 2004
Scottish Crown Life Insurance Company (Bermuda) 2000 - 2001
EVEREN Securities 1992 - 1999
Education
University of Illinois at Urbana-Champaign
MS, Economics
Sul Ross State University
MBA, Finance and Financial Management Services
University of Illinois at Urbana-Champaign
BS, Communications
Cornerstone Global Group LLC 2009 - Present
Nuveen Investments 2004 - 2009
Scudder Investments 2004 - 2004
Northstar U.S. 2001 - 2004
Scottish Crown Life Insurance Company (Bermuda) 2000 - 2001
EVEREN Securities 1992 - 1999
Education
University of Illinois at Urbana-Champaign
MS, Economics
Sul Ross State University
MBA, Finance and Financial Management Services
University of Illinois at Urbana-Champaign
BS, Communications
Peter Aldrich Peter Aldrich's EVEREN Securities Experience February 2006 - October 2008
Job Relationship Manager at American Online Learning Center
Industry Food & Beverages
Experience
American Online Learning Center April 2014 - Present
Advaced Fryer Solutions/Lake Erie Grease Recycling October 2011 - Present
Calendar Club/ Go Game October 2011 - Present
JOB SEEKER January 2011 - Present
NARMS September 2001 - Present
McManamon Painting and Remodeling 2011 - 2012
Operation Southern Comfort 2009 - 2012
Operation Southern Comfort 2009 - 2012
EVEREN Securities February 2006 - October 2008
Pizza for You dba Zeppe's of Westlake March 2004 - July 2007
Skills
Purchasing, Research, Analysis, Customer Service, Marketing, Public Speaking, Advertising, Retail, Social Media Marketing, Strategic Planning, Sales, Social Media, Event Planning, Trade Shows, Marketing Strategy, Merchandising, Event Management, Social Networking, Negotiation, Public Relations, Customer Satisfaction, Marketing Communications, New Business Development, Training, Management, Budgets, Market Research, Recruiting, Entrepreneurship, Online Marketing, Fundraising, Leadership, Time Management, Microsoft Word, B2B, Team Building, Product Development, Inventory Management
Education
Ashland University 1979 — 1983
Bachelor of Science in Business Administration, Economics and Finance/Accounting Minor
Elyria Catholic 1974 — 1983
college prep, College prep
Miami University 1978 — 1979
NLTC 1977 — 1977
political management, Fundraising/campaign mgt.
American Online Learning Center April 2014 - Present
Advaced Fryer Solutions/Lake Erie Grease Recycling October 2011 - Present
Calendar Club/ Go Game October 2011 - Present
JOB SEEKER January 2011 - Present
NARMS September 2001 - Present
McManamon Painting and Remodeling 2011 - 2012
Operation Southern Comfort 2009 - 2012
Operation Southern Comfort 2009 - 2012
EVEREN Securities February 2006 - October 2008
Pizza for You dba Zeppe's of Westlake March 2004 - July 2007
Skills
Purchasing, Research, Analysis, Customer Service, Marketing, Public Speaking, Advertising, Retail, Social Media Marketing, Strategic Planning, Sales, Social Media, Event Planning, Trade Shows, Marketing Strategy, Merchandising, Event Management, Social Networking, Negotiation, Public Relations, Customer Satisfaction, Marketing Communications, New Business Development, Training, Management, Budgets, Market Research, Recruiting, Entrepreneurship, Online Marketing, Fundraising, Leadership, Time Management, Microsoft Word, B2B, Team Building, Product Development, Inventory Management
Education
Ashland University 1979 — 1983
Bachelor of Science in Business Administration, Economics and Finance/Accounting Minor
Elyria Catholic 1974 — 1983
college prep, College prep
Miami University 1978 — 1979
NLTC 1977 — 1977
political management, Fundraising/campaign mgt.
Richard C. Theiler Richard C. Theiler's EVEREN Securities Experience July 1996 - October 1999
Job Founder & CEO, BreadMap.com
Industry Financial Services
Experience
BreadMap.com January 2009 - Present
Downtown Rentals, LLC January 1996 - Present
Strategic Development Partners March 2004 - January 2009
Stifel Nicolaus October 1999 - March 2004
Everen Securities July 1996 - October 1999
Skills
Investments, Business Planning, Entrepreneurship, Strategic Planning, Mortgage Lending, Small Business, Residential Homes, Insurance, Strategic Financial..., New Business Development, Marketing Strategy, Marketing, Sales Management, Real Estate, Credit
Education
Cardinal Stritch University 1989 — 1991
Coursework, Masters in Business Administration
University of Wisconsin-Stevens Point 1984 — 1987
Bachelor of Arts, Business Administration
University of Wisconsin-Stevens Point 1981 — 1984
Bachelor of Science, Physical Education
University of Wisconsin-Eau Claire 1977 — 1980
Education
BreadMap.com January 2009 - Present
Downtown Rentals, LLC January 1996 - Present
Strategic Development Partners March 2004 - January 2009
Stifel Nicolaus October 1999 - March 2004
Everen Securities July 1996 - October 1999
Skills
Investments, Business Planning, Entrepreneurship, Strategic Planning, Mortgage Lending, Small Business, Residential Homes, Insurance, Strategic Financial..., New Business Development, Marketing Strategy, Marketing, Sales Management, Real Estate, Credit
Education
Cardinal Stritch University 1989 — 1991
Coursework, Masters in Business Administration
University of Wisconsin-Stevens Point 1984 — 1987
Bachelor of Arts, Business Administration
University of Wisconsin-Stevens Point 1981 — 1984
Bachelor of Science, Physical Education
University of Wisconsin-Eau Claire 1977 — 1980
Education
Irma Hampton, CRPC®, ADPA® Irma Hampton, CRPC®, ADPA®'s EVEREN Securities Experience January 1995 - October 1999
Job Managing Partner, Texas | Wealth Advisor at Atlantic Capital Advisors
Industry Capital Markets
Experience
Atlantic Capital Advisors, LLC August 2013 - Present
Ameriprise Financial Services, Inc. June 2011 - August 2013
Raymond James & Associates, Inc March 2005 - June 2011
UBS October 1999 - March 2005
Everen Securities January 1995 - October 1999
Smith Barney January 1991 - December 1994
Mckinney & Taylor Real Estate January 1973 - May 1985
Skills
Retirement Planning, Asset Allocation, Asset Management, Securities, Insurance, Investment Strategies, Financial Advisory, Banking, Wealth, Financial Planners, CRM, Long-term Care
Education
University of Arkansas at Little Rock 1970 — 1972
English, biology, anthropology
University of Arkansas at Little Rock 1970 — 1972
College for Financial Planning
Accredited Domestic Partnership Advisor ADPA®, Comprehensive Financial Advice to Domestic Partners
College for Financial Planning
Chartered Retirement Planning Counselor CRPC®, Comprehensive Retirement Planning
The American College
Certified Financial Planner CFP®, Comprehensive Financial Planning
Atlantic Capital Advisors, LLC August 2013 - Present
Ameriprise Financial Services, Inc. June 2011 - August 2013
Raymond James & Associates, Inc March 2005 - June 2011
UBS October 1999 - March 2005
Everen Securities January 1995 - October 1999
Smith Barney January 1991 - December 1994
Mckinney & Taylor Real Estate January 1973 - May 1985
Skills
Retirement Planning, Asset Allocation, Asset Management, Securities, Insurance, Investment Strategies, Financial Advisory, Banking, Wealth, Financial Planners, CRM, Long-term Care
Education
University of Arkansas at Little Rock 1970 — 1972
English, biology, anthropology
University of Arkansas at Little Rock 1970 — 1972
College for Financial Planning
Accredited Domestic Partnership Advisor ADPA®, Comprehensive Financial Advice to Domestic Partners
College for Financial Planning
Chartered Retirement Planning Counselor CRPC®, Comprehensive Retirement Planning
The American College
Certified Financial Planner CFP®, Comprehensive Financial Planning
Chuck Kagan Chuck Kagan's EVEREN Securities Experience 1991 - 1997
Job Investment Advisor
Industry Financial Services
Experience
Brokerage industry July 2008 - Present
Wachovia Securities 2005 - 2008
everen securities 1991 - 1997
Skills
Bonds, Stock, series 63, Series 65, Series 7, series 8, series 12, series 53, Series 63, FINRA, Mutual Funds, Strategic Financial..., Asset Allocation, Retirement Planning, Wealth Management, Investment Strategies, ETFs, Equities, Fixed Income, Financial Advisory, Portfolio Management, Trading, IRAs, Options, Municipal Bonds, Personal Financial..., High Net Worth..., Series 24, Separately Managed..., Investment Advisory, Securities, Financial Planning
Education
Rider University 1972 — 1976
Bachelor of Science (B.S.), Organizational Behavior Studies
Brokerage industry July 2008 - Present
Wachovia Securities 2005 - 2008
everen securities 1991 - 1997
Skills
Bonds, Stock, series 63, Series 65, Series 7, series 8, series 12, series 53, Series 63, FINRA, Mutual Funds, Strategic Financial..., Asset Allocation, Retirement Planning, Wealth Management, Investment Strategies, ETFs, Equities, Fixed Income, Financial Advisory, Portfolio Management, Trading, IRAs, Options, Municipal Bonds, Personal Financial..., High Net Worth..., Series 24, Separately Managed..., Investment Advisory, Securities, Financial Planning
Education
Rider University 1972 — 1976
Bachelor of Science (B.S.), Organizational Behavior Studies
Bob Nisbett Bob Nisbett's EVEREN Securities Experience January 1995 - October 1999
Job Data Architect at Blue Cross Blue Shield Association
Industry Insurance
Experience
Blue Cross Blue Shield Association March 2011 - Present
JPMorgan Chase January 2010 - March 2011
Wachovia Securities September 2007 - June 2009
Wachovia Securities, LLC January 2000 - September 2007
EVEREN Securities January 1995 - October 1999
Kemper Securities 1992 - 1995
Thomson Transaction Services (formerly BETA Systems) 1991 - 1993
Kemper Financial 1984 - 1991
Continental Bank March 1978 - November 1984
Skills
Data Warehousing, Data Modeling, Data Integration, Business Intelligence, Data Quality, DB2, Data Architecture, Erwin, Metadata Management, Data Management, Requirements Analysis, Databases, Data Analysis, Oracle, Data Marts, Systems Analysis, OLAP, Dimensional Modeling, SDLC
Education
Illinois Institute of Technology
BS, Mathematics
Blue Cross Blue Shield Association March 2011 - Present
JPMorgan Chase January 2010 - March 2011
Wachovia Securities September 2007 - June 2009
Wachovia Securities, LLC January 2000 - September 2007
EVEREN Securities January 1995 - October 1999
Kemper Securities 1992 - 1995
Thomson Transaction Services (formerly BETA Systems) 1991 - 1993
Kemper Financial 1984 - 1991
Continental Bank March 1978 - November 1984
Skills
Data Warehousing, Data Modeling, Data Integration, Business Intelligence, Data Quality, DB2, Data Architecture, Erwin, Metadata Management, Data Management, Requirements Analysis, Databases, Data Analysis, Oracle, Data Marts, Systems Analysis, OLAP, Dimensional Modeling, SDLC
Education
Illinois Institute of Technology
BS, Mathematics
Sofia Anastopoulos, CFA's EVEREN Securities Experience 1997 - 1999
Job Principal at Public Funds Consulting, LLC
Industry Financial Services
Experience
Public Funds Consulting, LLC March 2013 - Present
Chandler Asset Management May 2010 - November 2012
GFOA January 2005 - May 2010
Howe Barnes Hoefer & Arnett June 1999 - June 2003
EVEREN Securities 1997 - 1999
Societe Generale September 1991 - February 1993
Skills
Investments, Portfolio Management, Financial Analysis, Fixed Income, Finance, Securities, Analysis, Corporate Finance, Financial Services, Cash Management, Treasury Management, Equities, Investment Management, Banking, Asset Management, Strategy, Mergers & Acquisitions, Forecasting, Bonds, Investor Relations, Bloomberg, Funding, Investment Advisory, Structured Finance, Strategic Financial..., Entrepreneurship, Investment Strategies, Due Diligence, Private Equity, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Marketing
Northwestern University
BA
Public Funds Consulting, LLC March 2013 - Present
Chandler Asset Management May 2010 - November 2012
GFOA January 2005 - May 2010
Howe Barnes Hoefer & Arnett June 1999 - June 2003
EVEREN Securities 1997 - 1999
Societe Generale September 1991 - February 1993
Skills
Investments, Portfolio Management, Financial Analysis, Fixed Income, Finance, Securities, Analysis, Corporate Finance, Financial Services, Cash Management, Treasury Management, Equities, Investment Management, Banking, Asset Management, Strategy, Mergers & Acquisitions, Forecasting, Bonds, Investor Relations, Bloomberg, Funding, Investment Advisory, Structured Finance, Strategic Financial..., Entrepreneurship, Investment Strategies, Due Diligence, Private Equity, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Marketing
Northwestern University
BA
Deborah Hope Deborah Hope's EVEREN Securities Experience March 1997 - May 1999
Job Hope Associates, Coaching and Consulting; President and Founding Partner at Charles Hope Companies, LLP
Industry Financial Services
Experience
Charles Hope Companies, LLP March 1997 - Present
Merrimack Valley YMCA 2009 - Present
Brigham and Women's Hospital September 2007 - Present
The Boston Club 2011 - Present
Andover School of Montessori July 2008 - August 2012
SmithBarney2004-2006 June 2004 - September 2006
Gruntal & Co. LLC August 1999 - August 2002
EVEREN Securities March 1997 - May 1999
PaineWebber January 1993 - January 1997
Credit Lyonnais Securities (USA) Inc January 1991 - January 1993
Skills
Strategic Planning, Finance, Leadership Development, Executive Coaching, Branding & Identity, Portfolio Management, Investments, Fundraising, Equities, Strategy, Leadership, Business Development, Entrepreneurship, Financial Services, Management, Training, Start-ups, Program Management, Consulting
Education
Cape Cod Institute 2014 — 2014
Boston College - Carroll School of Management 1981 — 1983
MBA, Finance/Marketing
Northwestern University - Kellogg School of Management 2007 — 2007
Executive Education, Women's Director Development Program
Harvard Business School 2013 — 2013
Executive Education, A New Path: Setting New Professional Directions
New Ventures West
Professional coach training
Stonehill College
B.A., Sociology/Psychology
Charles Hope Companies, LLP March 1997 - Present
Merrimack Valley YMCA 2009 - Present
Brigham and Women's Hospital September 2007 - Present
The Boston Club 2011 - Present
Andover School of Montessori July 2008 - August 2012
SmithBarney2004-2006 June 2004 - September 2006
Gruntal & Co. LLC August 1999 - August 2002
EVEREN Securities March 1997 - May 1999
PaineWebber January 1993 - January 1997
Credit Lyonnais Securities (USA) Inc January 1991 - January 1993
Skills
Strategic Planning, Finance, Leadership Development, Executive Coaching, Branding & Identity, Portfolio Management, Investments, Fundraising, Equities, Strategy, Leadership, Business Development, Entrepreneurship, Financial Services, Management, Training, Start-ups, Program Management, Consulting
Education
Cape Cod Institute 2014 — 2014
Boston College - Carroll School of Management 1981 — 1983
MBA, Finance/Marketing
Northwestern University - Kellogg School of Management 2007 — 2007
Executive Education, Women's Director Development Program
Harvard Business School 2013 — 2013
Executive Education, A New Path: Setting New Professional Directions
New Ventures West
Professional coach training
Stonehill College
B.A., Sociology/Psychology
Josie Ann Lee Josie Ann Lee's EVEREN Securities Experience 1999 - 2000
Job Founder & Managing Partner at Balance Massage Therapy
Industry Consumer Services
Experience
Balance Massage Therapy Ann Arbor June 2008 - Present
Peter Martin Associates 2000 - 2004
Everen Securities 1999 - 2000
Skills
Marketing, Client Retention, Client Relationship..., Project Management, Team Management, Customer Satisfaction, Social Media Marketing, CRM, Strategy, Customer Retention, Sales, Advertising, Time Management, New Business Development, Strategic Planning, Training, Marketing Communications, B2B, Team Building, Social Networking, Management, Nonprofits, Customer Service, Leadership, Social Media, Coaching, Start-ups, Contract Negotiation, Account Management, Management Consulting, Business Strategy, Team Leadership, Market Research, Lead Generation, Leadership Development, Fundraising, Selling, Event Management, Retail, Negotiation, Recruiting, Public Relations, Business Development, Online Advertising, E-commerce, Online Marketing, Sales Management, Product Marketing
Education
University of Michigan 1992 — 1996
BA, Psychology
Balance Massage Therapy Ann Arbor June 2008 - Present
Peter Martin Associates 2000 - 2004
Everen Securities 1999 - 2000
Skills
Marketing, Client Retention, Client Relationship..., Project Management, Team Management, Customer Satisfaction, Social Media Marketing, CRM, Strategy, Customer Retention, Sales, Advertising, Time Management, New Business Development, Strategic Planning, Training, Marketing Communications, B2B, Team Building, Social Networking, Management, Nonprofits, Customer Service, Leadership, Social Media, Coaching, Start-ups, Contract Negotiation, Account Management, Management Consulting, Business Strategy, Team Leadership, Market Research, Lead Generation, Leadership Development, Fundraising, Selling, Event Management, Retail, Negotiation, Recruiting, Public Relations, Business Development, Online Advertising, E-commerce, Online Marketing, Sales Management, Product Marketing
Education
University of Michigan 1992 — 1996
BA, Psychology
Susan Strasbaugh, CFP, EA, AIF Susan Strasbaugh, CFP, EA, AIF's EVEREN Securities Experience December 1993 - July 1997
Job President, Strasbaugh Financial Advisory, Inc.
Industry Financial Services
Experience
Strasbaugh Financial Advisory Inc September 1998 - Present
Willard, Carnick and Rainsberger July 1997 - August 1998
Everen Securities December 1993 - July 1997
Skills
Financial Planners, Wealth Management, Retirement Planning, Investment Management, College Education..., Investment Advisory, Estate Planning, Strategic Financial..., Retirement, Personal Tax Planning, IRAs, Small Business, 401k, Financial Advisory, Financial Goals, Wealth, Investment Strategies, Personal Finance, Wealth Accumulation, Finance, Investments
Education
College for Financial Planning
Financial Planning
University of Southern California
Business Administration
University of Southern California - Marshall School of Business
BS, Business, Finance & Accounting emphasis
Strasbaugh Financial Advisory Inc September 1998 - Present
Willard, Carnick and Rainsberger July 1997 - August 1998
Everen Securities December 1993 - July 1997
Skills
Financial Planners, Wealth Management, Retirement Planning, Investment Management, College Education..., Investment Advisory, Estate Planning, Strategic Financial..., Retirement, Personal Tax Planning, IRAs, Small Business, 401k, Financial Advisory, Financial Goals, Wealth, Investment Strategies, Personal Finance, Wealth Accumulation, Finance, Investments
Education
College for Financial Planning
Financial Planning
University of Southern California
Business Administration
University of Southern California - Marshall School of Business
BS, Business, Finance & Accounting emphasis
Beth Pecenka's EVEREN Securities Experience 1991 - 1999
Job Director of Marketing at Mercola Health Resources
Industry Consumer Goods
Experience
Mercola Health Resources June 2015 - Present
Independent Consultant 2014 - Present
NOW Health Group (dba NOW Foods) 2003 - 2014
Independent Consultant 1999 - 2000
EVEREN Securities 1991 - 1999
Mitsubishi Trust 1990 - 1991
Skills
Public Speaking, Team Building, Product Development, Social Media, Strategic Planning, Marketing Strategy, Research, Project Management, Business Strategy, Market Research, Entrepreneurship, Public Relations, Marketing, Customer Service, Negotiation, Advertising, Leadership, Management, Data Analysis, Sales, Social Media Marketing, New Business Development, Development Of Employees, Budgets, Strategy, Financial Analysis, Nonprofits, Fundraising, Marketing Communications, Training, Event Planning, Team Leadership, Event Management, Email Marketing, Social Networking, Strategic Partnerships, Business Planning, Competitive Analysis, Brand Management, Business Development, Product Marketing, Organizational..., Cross-functional Team..., Marketing Management, Online Marketing, P&L Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
MBA, International Business
University at Buffalo 1986 — 1990
BA, Economics, German
Lewiston Porter Senior High School 1982 — 1986
High School Diploma
Mercola Health Resources June 2015 - Present
Independent Consultant 2014 - Present
NOW Health Group (dba NOW Foods) 2003 - 2014
Independent Consultant 1999 - 2000
EVEREN Securities 1991 - 1999
Mitsubishi Trust 1990 - 1991
Skills
Public Speaking, Team Building, Product Development, Social Media, Strategic Planning, Marketing Strategy, Research, Project Management, Business Strategy, Market Research, Entrepreneurship, Public Relations, Marketing, Customer Service, Negotiation, Advertising, Leadership, Management, Data Analysis, Sales, Social Media Marketing, New Business Development, Development Of Employees, Budgets, Strategy, Financial Analysis, Nonprofits, Fundraising, Marketing Communications, Training, Event Planning, Team Leadership, Event Management, Email Marketing, Social Networking, Strategic Partnerships, Business Planning, Competitive Analysis, Brand Management, Business Development, Product Marketing, Organizational..., Cross-functional Team..., Marketing Management, Online Marketing, P&L Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
MBA, International Business
University at Buffalo 1986 — 1990
BA, Economics, German
Lewiston Porter Senior High School 1982 — 1986
High School Diploma
Vanessa D. Aliaga's EVEREN Securities Experience July 1990 - January 1995
Job MSCI
Industry Investment Banking
Experience
MSCI Inc. April 2013 - Present
Robert Half International March 2011 - March 2013
Robert Half International March 2010 - March 2012
Howard D. Greditor, Inc. (Hedge Fund), Air Brook Limousine, and The WATS Room, Inc. January 2005 - March 2011
Lehman Brothers October 2000 - July 2004
First Union Securities January 1995 - October 2000
Everen Securities July 1990 - January 1995
Skills
Equity Trading, Brokerage, Back Office, Expenses, Microsoft Word, Microsoft Office, Microsoft Excel, CRM, Translation, P&L Responsibility, Travel Arrangements, Human Resources, Management, Sales, Customer Service, Leadership
Education
John Jay College of Criminal Justice 2000 — 2004
Criminal Justice, Criminal Justice/Law Enforcement Administration
William Cullen Bryant
MSCI Inc. April 2013 - Present
Robert Half International March 2011 - March 2013
Robert Half International March 2010 - March 2012
Howard D. Greditor, Inc. (Hedge Fund), Air Brook Limousine, and The WATS Room, Inc. January 2005 - March 2011
Lehman Brothers October 2000 - July 2004
First Union Securities January 1995 - October 2000
Everen Securities July 1990 - January 1995
Skills
Equity Trading, Brokerage, Back Office, Expenses, Microsoft Word, Microsoft Office, Microsoft Excel, CRM, Translation, P&L Responsibility, Travel Arrangements, Human Resources, Management, Sales, Customer Service, Leadership
Education
John Jay College of Criminal Justice 2000 — 2004
Criminal Justice, Criminal Justice/Law Enforcement Administration
William Cullen Bryant
Beth Rubin-Gabor's EVEREN Securities Experience October 1995 - March 1997
Job Event Producer at Amy Zaroff Events + Design
Industry Events Services
Experience
Amy Zaroff Events + Design May 2012 - Present
Where it Blooms March 2002 - Present
Sudler and Company June 1998 - June 2002
Sudler and Company March 1997 - June 1998
EVEREN SECURITIES October 1995 - March 1997
Skills
Graphic Design, marketing, Creative Branding, Promotions, Social Media, Brochures, Direct Mail, Logo Design, SEO, Social Media Marketing, Photoshop, Editing, Digital Marketing, Event Management, InDesign, Adobe Creative Suite, Trade Shows, Newsletters, Copywriting, Marketing Communications, Advertising, Brand Development, Integrated Marketing, Marketing Strategy, Brand Implementation, Corporate Identity, Marketing, Blogging, Online Marketing, Direct Marketing, Public Speaking, Event Planning, Illustrator, Email Marketing, Creative Direction, Web Development, Facebook, Online Advertising, Branding & Identity, Corporate Branding, Public Relations, Social Networking, Project Management, Corporate Events, Graphics, Interactive Marketing, WordPress, Dreamweaver, Creative Strategy, Digital Strategy
Education
Bradley University 1991 — 1995
Bachelor of Arts (B.A.), Advertising & Studio Art
Bradley University 1991 — 1995
Minor, Fine and Studio Arts
Amy Zaroff Events + Design May 2012 - Present
Where it Blooms March 2002 - Present
Sudler and Company June 1998 - June 2002
Sudler and Company March 1997 - June 1998
EVEREN SECURITIES October 1995 - March 1997
Skills
Graphic Design, marketing, Creative Branding, Promotions, Social Media, Brochures, Direct Mail, Logo Design, SEO, Social Media Marketing, Photoshop, Editing, Digital Marketing, Event Management, InDesign, Adobe Creative Suite, Trade Shows, Newsletters, Copywriting, Marketing Communications, Advertising, Brand Development, Integrated Marketing, Marketing Strategy, Brand Implementation, Corporate Identity, Marketing, Blogging, Online Marketing, Direct Marketing, Public Speaking, Event Planning, Illustrator, Email Marketing, Creative Direction, Web Development, Facebook, Online Advertising, Branding & Identity, Corporate Branding, Public Relations, Social Networking, Project Management, Corporate Events, Graphics, Interactive Marketing, WordPress, Dreamweaver, Creative Strategy, Digital Strategy
Education
Bradley University 1991 — 1995
Bachelor of Arts (B.A.), Advertising & Studio Art
Bradley University 1991 — 1995
Minor, Fine and Studio Arts
William Feeley's EVEREN Securities Experience 1980 - 1993
Job CEO of Feeley Capital Markets, LLC and Managing Director, RainMaker Securities, LLC
Industry Investment Banking
Experience
RainMaker Securities, LLC May 2013 - Present
Feeley Capital Markets, LLC October 2009 - Present
Aeroscraft Corporation March 2013 - December 2014
Cabrera Capital Markets, LLC March 2010 - October 2012
WorkingPerson.com April 2007 - October 2009
Wit SoundView September 1997 - April 2001
Kemper Securities Corporation July 1980 - June 1993
EVEREN Securities 1980 - 1993
Skills
Private Placements, IPO, Financial Services, Finance, Real Estate, Healthcare, Secondary Offerings, PIPEs, Investment Banking, Capital Markets, Equities, Entrepreneurship, CFO, Consumer & Retail, Syndicate, Series 7, Alternative Investments, Venture Capital, Investments, Securities, Asset Management, Private Equity, Corporate Finance, Start-ups, Mergers & Acquisitions, Equity Capital Markets, Hedge Funds, Capital, Financial Markets, Valuation, Due Diligence, Equity Research, Corporate Development, Structured Finance, Financial Modeling, Bonds, Trading, Portfolio Management, Fixed Income, Equity Trading, Options, Series 63
Education
Loyola University of Chicago - Graduate School of Business 1981 — 1986
MBA, Finance
Georgetown University 1976 — 1980
BSBA, Finance
Loyola Academy 1972 — 1976
RainMaker Securities, LLC May 2013 - Present
Feeley Capital Markets, LLC October 2009 - Present
Aeroscraft Corporation March 2013 - December 2014
Cabrera Capital Markets, LLC March 2010 - October 2012
WorkingPerson.com April 2007 - October 2009
Wit SoundView September 1997 - April 2001
Kemper Securities Corporation July 1980 - June 1993
EVEREN Securities 1980 - 1993
Skills
Private Placements, IPO, Financial Services, Finance, Real Estate, Healthcare, Secondary Offerings, PIPEs, Investment Banking, Capital Markets, Equities, Entrepreneurship, CFO, Consumer & Retail, Syndicate, Series 7, Alternative Investments, Venture Capital, Investments, Securities, Asset Management, Private Equity, Corporate Finance, Start-ups, Mergers & Acquisitions, Equity Capital Markets, Hedge Funds, Capital, Financial Markets, Valuation, Due Diligence, Equity Research, Corporate Development, Structured Finance, Financial Modeling, Bonds, Trading, Portfolio Management, Fixed Income, Equity Trading, Options, Series 63
Education
Loyola University of Chicago - Graduate School of Business 1981 — 1986
MBA, Finance
Georgetown University 1976 — 1980
BSBA, Finance
Loyola Academy 1972 — 1976
Russell Bauman's EVEREN Securities Experience June 1991 - July 1997
Job Executive Vice President at David A. Noyes & Co.
Industry Investment Management
Experience
David A. Noyes & Co. July 1997 - Present
Everen Securities June 1991 - July 1997
Hilliard Lyons October 1968 - July 1991
Cummins EngineCompany June 1964 - October 1968
Skills
Investment Advisory, Asset Managment, Series 7, Wealth Management, Investments, Securities, Asset Allocation, Retirement Planning, Mutual Funds, Portfolio Management, Bonds, Strategic Financial..., 401k Rollovers, Estate Planning, Uniform Combined State..., Financial Advisory, Personal Financial..., IRAs, Risk Management, Financial Analysis, Personal Finance, Insurance, Sales, Management, Marketing, Series 63, FINRA, Series 24, Financial Planning, Asset Management
Education
Butler University 1965 — 1966
Master of Business Administration (M.B.A.), Business Administration and Management, General
Purdue University 1958 — 1962
BSIM, Quanitative Methods
David A. Noyes & Co. July 1997 - Present
Everen Securities June 1991 - July 1997
Hilliard Lyons October 1968 - July 1991
Cummins EngineCompany June 1964 - October 1968
Skills
Investment Advisory, Asset Managment, Series 7, Wealth Management, Investments, Securities, Asset Allocation, Retirement Planning, Mutual Funds, Portfolio Management, Bonds, Strategic Financial..., 401k Rollovers, Estate Planning, Uniform Combined State..., Financial Advisory, Personal Financial..., IRAs, Risk Management, Financial Analysis, Personal Finance, Insurance, Sales, Management, Marketing, Series 63, FINRA, Series 24, Financial Planning, Asset Management
Education
Butler University 1965 — 1966
Master of Business Administration (M.B.A.), Business Administration and Management, General
Purdue University 1958 — 1962
BSIM, Quanitative Methods
Rudy Melendez Rudy Melendez's EVEREN Securities Experience August 1991 - December 1999
Job Business Development and Transformation, Strategic Planning and Execution, and Operational Excellence Leader
Industry Hospital & Health Care
Experience
Access Community Health Network June 2009 - Present
Grant Thornton April 2000 - January 2009
EVEREN Securities August 1991 - December 1999
Chicago Tokyo Bank January 1990 - August 1991
Bankers Trust Company June 1982 - November 1989
Skills
Business Analysis, Business Process..., Change Management, Vendor Management, Program Management, Process Improvement, Project Portfolio..., Agile Project Management, Project Management, Process Engineering, SharePoint, PMO, IT Strategy, Risk Management, IT Service Management, Access, Business Intelligence, SDLC, Integration, HIPAA, Team Building, Scrum, Quality Assurance, IT Management, Strategy, Healthcare Information..., Disaster Recovery, Governance, MS Project, Requirements Analysis, Analysis, Business Process, Management
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master of Information Systems Management (MISM)
Keller Graduate School of Management of DeVry University 2011 — 2013
Master of Business Administration (MBA)
DePaul University
Bachelor of Science (BS)
Access Community Health Network June 2009 - Present
Grant Thornton April 2000 - January 2009
EVEREN Securities August 1991 - December 1999
Chicago Tokyo Bank January 1990 - August 1991
Bankers Trust Company June 1982 - November 1989
Skills
Business Analysis, Business Process..., Change Management, Vendor Management, Program Management, Process Improvement, Project Portfolio..., Agile Project Management, Project Management, Process Engineering, SharePoint, PMO, IT Strategy, Risk Management, IT Service Management, Access, Business Intelligence, SDLC, Integration, HIPAA, Team Building, Scrum, Quality Assurance, IT Management, Strategy, Healthcare Information..., Disaster Recovery, Governance, MS Project, Requirements Analysis, Analysis, Business Process, Management
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master of Information Systems Management (MISM)
Keller Graduate School of Management of DeVry University 2011 — 2013
Master of Business Administration (MBA)
DePaul University
Bachelor of Science (BS)
Craig Horvath's EVEREN Securities Experience August 1995 - September 2000
Job Performance Measurement Solutions LLC
Industry Investment Management
Experience
Performance Measurement Solutions LLC December 2010 - Present
Ariel Investments June 2006 - February 2010
Managers Investment Group September 2000 - May 2006
EVEREN Securities August 1995 - September 2000
Skills
Zephyr Style Advisor, Trading, BlackRock Aladdin, Sage, Analysis, Investments, Equities, APX, Asset Management, CitiDirect, Junxure, Securities, Mutual Funds, Hedge Funds, Alternative Investments, Fiserv APL, Factset, Investment Management, Program Management, Asset Allocation, Financial Services, Advent APX, Archway ATWeb, CAPS, Russell Mellon RPU, SalesLogix, Schwab Portfolio Center, Back Office, Consulting, GIPS Compliance, Employee Training
Education
Northern Illinois University 1995 — 1997
MBA, Finance
Illinois State University 1990 — 1994
BS, Major - Finance, Minor - Accounting
Performance Measurement Solutions LLC December 2010 - Present
Ariel Investments June 2006 - February 2010
Managers Investment Group September 2000 - May 2006
EVEREN Securities August 1995 - September 2000
Skills
Zephyr Style Advisor, Trading, BlackRock Aladdin, Sage, Analysis, Investments, Equities, APX, Asset Management, CitiDirect, Junxure, Securities, Mutual Funds, Hedge Funds, Alternative Investments, Fiserv APL, Factset, Investment Management, Program Management, Asset Allocation, Financial Services, Advent APX, Archway ATWeb, CAPS, Russell Mellon RPU, SalesLogix, Schwab Portfolio Center, Back Office, Consulting, GIPS Compliance, Employee Training
Education
Northern Illinois University 1995 — 1997
MBA, Finance
Illinois State University 1990 — 1994
BS, Major - Finance, Minor - Accounting
Dawna Larson's EVEREN Securities Experience 1997 - 1999
Job Vice President, Investments, Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James November 2008 - Present
UBS Financial Svc Inc March 2006 - November 2008
Salomon Smith Barney May 2002 - March 2006
Everen Securities 1997 - 1999
Skills
Investments, Series 7, Securities, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Financial Services, Investment Advisory
Education
Angelo State University 1980 — 1985
James Madison High School 1976 — 1980
Raymond James November 2008 - Present
UBS Financial Svc Inc March 2006 - November 2008
Salomon Smith Barney May 2002 - March 2006
Everen Securities 1997 - 1999
Skills
Investments, Series 7, Securities, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Financial Services, Investment Advisory
Education
Angelo State University 1980 — 1985
James Madison High School 1976 — 1980
Jana Whiddon's EVEREN Securities Experience June 1999 - June 2000
Job Accounting at Kohlman Chutes, Inc.
Industry Construction
Experience
Kohlman Chutes, Inc. July 2000 - Present
Everen Securities June 1999 - June 2000
Skills
Accounts Payable, Payroll, Accounts Receivable, Accounting, Account Reconciliation, Benefits Administration, QuickBooks, Journal Entries, Financial Reporting, Analysis, Payroll Taxes, Human Resources, Financial Statements, Invoicing, Financial Analysis, Management, Collections, Payments, Sales Tax, Sales, Contract Management, Purchasing, Hiring, Microsoft Office, Textura, LCP Tracker, Job Costing, Employee Benefits
Education
DeVry University 2008 — 2011
Bachelor of Business Administration (BBA), Accounting
Duncanville High School 1992 — 1996
Kohlman Chutes, Inc. July 2000 - Present
Everen Securities June 1999 - June 2000
Skills
Accounts Payable, Payroll, Accounts Receivable, Accounting, Account Reconciliation, Benefits Administration, QuickBooks, Journal Entries, Financial Reporting, Analysis, Payroll Taxes, Human Resources, Financial Statements, Invoicing, Financial Analysis, Management, Collections, Payments, Sales Tax, Sales, Contract Management, Purchasing, Hiring, Microsoft Office, Textura, LCP Tracker, Job Costing, Employee Benefits
Education
DeVry University 2008 — 2011
Bachelor of Business Administration (BBA), Accounting
Duncanville High School 1992 — 1996
Flavia Samper's EVEREN Securities Experience October 1997 - October 1998
Job Senior Advisory Consultant
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC February 2015 - Present
Schroder Investment Management November 2004 - December 2014
SG Cowen & Co September 2000 - July 2004
Gruntal & Co. LLP September 1999 - September 2000
Carret & Co October 1998 - July 1999
Everen Securities October 1997 - October 1998
JP Morgan March 1997 - October 1997
Dean Witter Discover & Co October 1989 - March 1997
Skills
Microsoft Office, Customer Service, Strategy, Valuation, Sales, Securities, Workshop Facilitation, Fixed Income, Finance, Investments, Portfolio Management, Financial Services, Mutual Funds, Relationship Management
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2005
Bachelor's Degree, Finance / Economics, 3.2
Rutgers, The State University of New Jersey-Newark
Bachelor's degree, Finance, General
Securities America, Inc. Member FINRA/SIPC February 2015 - Present
Schroder Investment Management November 2004 - December 2014
SG Cowen & Co September 2000 - July 2004
Gruntal & Co. LLP September 1999 - September 2000
Carret & Co October 1998 - July 1999
Everen Securities October 1997 - October 1998
JP Morgan March 1997 - October 1997
Dean Witter Discover & Co October 1989 - March 1997
Skills
Microsoft Office, Customer Service, Strategy, Valuation, Sales, Securities, Workshop Facilitation, Fixed Income, Finance, Investments, Portfolio Management, Financial Services, Mutual Funds, Relationship Management
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2005
Bachelor's Degree, Finance / Economics, 3.2
Rutgers, The State University of New Jersey-Newark
Bachelor's degree, Finance, General
Michael J D'Angelo's EVEREN Securities Experience 1993 - 1999
Job Chairman & CEO The D'Angelo Organization.
Industry Utilities
Experience
Yevo International January 2015 - Present
North American Power/Thrive March 2010 - January 2015
STE 2008 - 2011
Univera LifeSciences November 2004 - August 2010
MXI Corporation October 2007 - August 2008
UBS September 1999 - November 2004
Everen Securities 1993 - 1999
Skills
Venture Philanthropy, Lifestyle Coaching, Leadership Development, Leadership, E-commerce, Finance, Strategic Planning, Coaching, Entrepreneurship, Public Speaking, Team Building, Nutrition, Fundraising, Budgets, Negotiation, Sales Management, Business Strategy, Management Consulting, Customer Service, New Business Development, Strategic Financial..., Business Planning, Investments, Direct Sales, Training, Marketing, Social Networking, Marketing Strategy, Team Leadership, Executive Management, Business Development, Small Business, Corporate Finance, Real Estate Transactions, Event Planning, Personal Development, Investment Properties, Energy, Marketing Communications, Lead Generation, Alternative Energy, Sustainable Energy, Business Networking, Strategic Partnerships, Social Media Marketing, Time Management, Financial Analysis, Real Estate, Banking, Network Marketing
Education
Landmark Education 2001 — 2009
Forum & Advanced Course, Social Entrepreneurship
University of Bridgeport 1985 — 1989
Bachelor of Science, Social Entrepreneurship
Yevo International January 2015 - Present
North American Power/Thrive March 2010 - January 2015
STE 2008 - 2011
Univera LifeSciences November 2004 - August 2010
MXI Corporation October 2007 - August 2008
UBS September 1999 - November 2004
Everen Securities 1993 - 1999
Skills
Venture Philanthropy, Lifestyle Coaching, Leadership Development, Leadership, E-commerce, Finance, Strategic Planning, Coaching, Entrepreneurship, Public Speaking, Team Building, Nutrition, Fundraising, Budgets, Negotiation, Sales Management, Business Strategy, Management Consulting, Customer Service, New Business Development, Strategic Financial..., Business Planning, Investments, Direct Sales, Training, Marketing, Social Networking, Marketing Strategy, Team Leadership, Executive Management, Business Development, Small Business, Corporate Finance, Real Estate Transactions, Event Planning, Personal Development, Investment Properties, Energy, Marketing Communications, Lead Generation, Alternative Energy, Sustainable Energy, Business Networking, Strategic Partnerships, Social Media Marketing, Time Management, Financial Analysis, Real Estate, Banking, Network Marketing
Education
Landmark Education 2001 — 2009
Forum & Advanced Course, Social Entrepreneurship
University of Bridgeport 1985 — 1989
Bachelor of Science, Social Entrepreneurship
Jerry Baker Jerry Baker's EVEREN Securities Experience March 1980 - March 2001
Job Independent Consultant and Former Exec. Director SIFMA C&L Society
Industry Financial Services
Experience
R. Gerald Baker Compliance and Regulatory Consulting March 2001 - Present
Compliance & Legal Society SIFMA March 2001 - October 2014
EVEREN Securities March 1980 - March 2001
First Union Securities, Inc January 1999 - January 2001
EVEREN Securities 1990 - 2001
EVEREN Securities, Inc January 1990 - January 1999
Prescott, Ball & Turben, Inc January 1980 - January 1990
Merrill Lynch January 1961 - January 1980
Paine Webber Jackson & Curtis 1961 - 1964
Paine Webber Jackson & Curtis 1961 - 1964
Skills
Securities Regulation, Securities, Compliance, Compliance Management, Compliance Audits, Legal Compliance, SEC compliance, FINRA, Brokerage, Retail Brokerage, Regulatory Requirements, Financial Regulation, Financial Markets, financial services, compliance training, broker/dealer..., regulatory relationships, Equities, SEC, Series 7, Fraud, Financial Services, Hedge Funds, Financial Risk, Series 63, Options, Capital Markets, Brokers, Mutual Funds, Fixed Income, Compliance Training, Operational Risk, Broker-Dealer, Investments, AML, Asset Management, Series 24, Equity Trading, Investment Banking, Trading, Investment Advisory, Alternative Investments, Structured Products, ETFs, Finance, Corporate Governance, Electronic Trading, Bonds, Derivatives, Dodd-Frank
Education
Michigan State University
R. Gerald Baker Compliance and Regulatory Consulting March 2001 - Present
Compliance & Legal Society SIFMA March 2001 - October 2014
EVEREN Securities March 1980 - March 2001
First Union Securities, Inc January 1999 - January 2001
EVEREN Securities 1990 - 2001
EVEREN Securities, Inc January 1990 - January 1999
Prescott, Ball & Turben, Inc January 1980 - January 1990
Merrill Lynch January 1961 - January 1980
Paine Webber Jackson & Curtis 1961 - 1964
Paine Webber Jackson & Curtis 1961 - 1964
Skills
Securities Regulation, Securities, Compliance, Compliance Management, Compliance Audits, Legal Compliance, SEC compliance, FINRA, Brokerage, Retail Brokerage, Regulatory Requirements, Financial Regulation, Financial Markets, financial services, compliance training, broker/dealer..., regulatory relationships, Equities, SEC, Series 7, Fraud, Financial Services, Hedge Funds, Financial Risk, Series 63, Options, Capital Markets, Brokers, Mutual Funds, Fixed Income, Compliance Training, Operational Risk, Broker-Dealer, Investments, AML, Asset Management, Series 24, Equity Trading, Investment Banking, Trading, Investment Advisory, Alternative Investments, Structured Products, ETFs, Finance, Corporate Governance, Electronic Trading, Bonds, Derivatives, Dodd-Frank
Education
Michigan State University
Jerry Russell Jerry Russell's EVEREN Securities Experience 1993 - 1998
Job Sales Proposal Manager at WAXIE Sanitary Supply
Industry Wholesale
Experience
WAXIE Sanitary Supply 2015 - Present
Monarch School 2013 - 2014
National MS Society 2011 - 2012
National MS Society 2009 - 2011
Hospital to Home 2004 - 2009
Intuit 2003 - 2005
Jerry Russell & Associates 2001 - 2003
WM Financial Services 1999 - 2001
Everen Securities 1993 - 1998
The Dresbach Company 1992 - 1993
Skills
Leadership, Strategic Partnerships, Fundraising, Business Development, Non-profits, Team Building, Strategy, Event Planning, New Business Development, Nonprofits, Event Management, Corporate Communications, CRM, Entrepreneurship, Strategic Planning, Sponsorship, Start-ups, Advertising, Marketing, Selling, Program Management, Public Relations, Social Media, Management, Marketing Communications, Time Management, Sales, Social Networking, Marketing Strategy
Education
University of San Diego School of Law
J.D., Law
University of California, Santa Barbara
B.A., Communications
WAXIE Sanitary Supply 2015 - Present
Monarch School 2013 - 2014
National MS Society 2011 - 2012
National MS Society 2009 - 2011
Hospital to Home 2004 - 2009
Intuit 2003 - 2005
Jerry Russell & Associates 2001 - 2003
WM Financial Services 1999 - 2001
Everen Securities 1993 - 1998
The Dresbach Company 1992 - 1993
Skills
Leadership, Strategic Partnerships, Fundraising, Business Development, Non-profits, Team Building, Strategy, Event Planning, New Business Development, Nonprofits, Event Management, Corporate Communications, CRM, Entrepreneurship, Strategic Planning, Sponsorship, Start-ups, Advertising, Marketing, Selling, Program Management, Public Relations, Social Media, Management, Marketing Communications, Time Management, Sales, Social Networking, Marketing Strategy
Education
University of San Diego School of Law
J.D., Law
University of California, Santa Barbara
B.A., Communications
Brad Busscher's EVEREN Securities Experience 1992 - 2000
Job Chief Administrative Officer and General Counsel at Incapital LLC
Industry Financial Services
Experience
Incapital LLC General CounselIncapital LLCJune 2009 - Present
Mesirow Financial 2001 - 2009
Over The Rainbow Association For The Non-Ambulatory Physically Handicapped 1994 - 2009
Van Kampen Investments January 2000 - December 2000
EVEREN Securities 1992 - 2000
US Securities and Exchange Commission January 1988 - December 1991
United States Securities and Exchange Commission 1988 - 1991
Quinton, Lummus, Dunwody & Adams, PC May 1986 - December 1988
Skills
Due Diligence, Series 7, 24, 79 and 99, Corporate and..., Securities Regulation, Fixed Income, Equities,..., Financial Services, Corporate Law, Private Placements, Litigation, Alternative Investments, Corporate Governance, Mergers & Acquisitions, Asset Management, Fixed Income, Capital Markets, Private Equity, Structured Finance, Derivatives, AML, Mergers, Corporate Finance, Hedge Funds, Investment Management, Investment Banking, Mutual Funds, FINRA, Securities, Equities, Investments, Series 7, Risk Management, Finance
Education
The University of Chicago - Booth School of Business 1990 — 1995
Master of Business Administration (M.B.A.), Finance and Accounting
University of Miami School of Law 1983 — 1986
JD, Law
Cornell University 1980 — 1983
Bachelor of Arts (B.A.), Econ and Political Science
New trier 1976 — 1979
Incapital LLC General CounselIncapital LLCJune 2009 - Present
Mesirow Financial 2001 - 2009
Over The Rainbow Association For The Non-Ambulatory Physically Handicapped 1994 - 2009
Van Kampen Investments January 2000 - December 2000
EVEREN Securities 1992 - 2000
US Securities and Exchange Commission January 1988 - December 1991
United States Securities and Exchange Commission 1988 - 1991
Quinton, Lummus, Dunwody & Adams, PC May 1986 - December 1988
Skills
Due Diligence, Series 7, 24, 79 and 99, Corporate and..., Securities Regulation, Fixed Income, Equities,..., Financial Services, Corporate Law, Private Placements, Litigation, Alternative Investments, Corporate Governance, Mergers & Acquisitions, Asset Management, Fixed Income, Capital Markets, Private Equity, Structured Finance, Derivatives, AML, Mergers, Corporate Finance, Hedge Funds, Investment Management, Investment Banking, Mutual Funds, FINRA, Securities, Equities, Investments, Series 7, Risk Management, Finance
Education
The University of Chicago - Booth School of Business 1990 — 1995
Master of Business Administration (M.B.A.), Finance and Accounting
University of Miami School of Law 1983 — 1986
JD, Law
Cornell University 1980 — 1983
Bachelor of Arts (B.A.), Econ and Political Science
New trier 1976 — 1979
Bradford Langs Bradford Langs's EVEREN Securities Experience January 1990 - January 1997
Job Chief Risk Officer at CoastalStates Bank
Industry Banking
Experience
CoastalStates Bank October 2009 - Present
Tall Tree Investment Management, LLC June 2005 - October 2009
Morgan Stanley Investment Management February 1997 - June 2005
EVEREN Securities January 1990 - January 1997
Standard & Poor's August 1987 - August 1989
Skills
Loans, Fixed Income, Risk Management, Risk, Credit, Enterprise Risk..., Banking, Credit Risk, Portfolio Management, Investments, Structured Finance, Credit Analysis, Investment Management, Financial Modeling, Asset Management, Financial Risk, Commercial Banking
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance
Brown University 1983 — 1987
BA, Economics
CoastalStates Bank October 2009 - Present
Tall Tree Investment Management, LLC June 2005 - October 2009
Morgan Stanley Investment Management February 1997 - June 2005
EVEREN Securities January 1990 - January 1997
Standard & Poor's August 1987 - August 1989
Skills
Loans, Fixed Income, Risk Management, Risk, Credit, Enterprise Risk..., Banking, Credit Risk, Portfolio Management, Investments, Structured Finance, Credit Analysis, Investment Management, Financial Modeling, Asset Management, Financial Risk, Commercial Banking
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance
Brown University 1983 — 1987
BA, Economics
Elisabeth Smith's EVEREN Securities Experience January 1995 - February 1997
Job Non Profit Board Member
Industry Financial Services
Experience
Somerset Elementary Foundation Board September 2010 - June 2015
Nuveen Investments - Fortune 500 Company July 1998 - January 2008
Van Kampen Investments February 1997 - June 1998
Everen Securities January 1995 - February 1997
Kemper Securities January 1991 - February 1995
Skills
Team Leadership, Executive Coaching, Sales Management, Mentoring, Fundraising, Career Development, Management Consulting, Management, Asset Allocation, Series 65, Mutual Funds, Asset Management, ETFs, Investments, Strategy, Separately Managed..., Series 7, Alternative Investments, Program Management, Uniform Combined State..., Equities, Investment Strategies, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2002 — 2005
Graduate of Securities Industry Institute
DePaul University 1987 — 1990
Bachelor's Degree, English Literature
Barat College of DePaul University 1986 — 1987
Somerset Elementary Foundation Board September 2010 - June 2015
Nuveen Investments - Fortune 500 Company July 1998 - January 2008
Van Kampen Investments February 1997 - June 1998
Everen Securities January 1995 - February 1997
Kemper Securities January 1991 - February 1995
Skills
Team Leadership, Executive Coaching, Sales Management, Mentoring, Fundraising, Career Development, Management Consulting, Management, Asset Allocation, Series 65, Mutual Funds, Asset Management, ETFs, Investments, Strategy, Separately Managed..., Series 7, Alternative Investments, Program Management, Uniform Combined State..., Equities, Investment Strategies, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2002 — 2005
Graduate of Securities Industry Institute
DePaul University 1987 — 1990
Bachelor's Degree, English Literature
Barat College of DePaul University 1986 — 1987
James Lukanich James Lukanich's EVEREN Securities Experience August 1996 - September 1998
Job Managing Director at Vista Wealth Management
Industry Financial Services
Experience
Vista Wealth Management July 2002 - Present
Wachovia Securities Financial Network April 2000 - June 2002
First Union October 1998 - March 2000
Everen Securities August 1996 - September 1998
Principal Financial Securities July 1994 - July 1996
Piper Jaffray May 1983 - June 1994
Ecolab July 1979 - April 1983
Edward Jones February 1976 - May 1977
Skills
Investments, Asset Allocation, Retirement Planning, 401 (k) Rollovers, Estate Investment..., Business Owner Planning, Wealth Preservation..., Multi-generational..., Strategic Planning, Mutual Funds, Insurance, Annuities
Education
Washington University in St. Louis 1975 — 1977
MBA, Finance, Accounting
Ripon College 1971 — 1975
BA, Chemistry, Economics
Vista Wealth Management July 2002 - Present
Wachovia Securities Financial Network April 2000 - June 2002
First Union October 1998 - March 2000
Everen Securities August 1996 - September 1998
Principal Financial Securities July 1994 - July 1996
Piper Jaffray May 1983 - June 1994
Ecolab July 1979 - April 1983
Edward Jones February 1976 - May 1977
Skills
Investments, Asset Allocation, Retirement Planning, 401 (k) Rollovers, Estate Investment..., Business Owner Planning, Wealth Preservation..., Multi-generational..., Strategic Planning, Mutual Funds, Insurance, Annuities
Education
Washington University in St. Louis 1975 — 1977
MBA, Finance, Accounting
Ripon College 1971 — 1975
BA, Chemistry, Economics
Peter Lahti Peter Lahti's EVEREN Securities Experience 1990 - 1995
Job CEO & Business Owner Trusted Advisor, Coach, Mentor, Strategist and Confidant: Chair, Vistage International
Industry Management Consulting
Experience
Vistage International January 2011 - Present
Peter Lahti & Associates, LLC September 2000 - January 2011
PayDQ (now CDS Global) 2009 - 2011
Child Saving Institute 1996 - 2008
SIFMA - SII 2000 - 2006
Kirkpatrick Pettis 1995 - 2000
EVEREN Securities 1990 - 1995
Drexel Burnham Lambert 1984 - 1989
Skills
Executive Positions, Performance Management, Finance, Non-profits, CEOs, Culture Change, Management Consulting, Securities, Leadership, Advisory Boards, Strategy, Venture Capital, Capital Markets, Investment Banking, Management, Mergers & Acquisitions, Business Development, Strategic Planning, Financial Services, Team Building, Private Equity, Business Strategy, Change Management, Coaching, Insurance, Executive Management, Business Planning, Due Diligence, Leadership Development, Corporate Development, Work Life Balance, Small Business, Risk Management, Nonprofits, Executive Development, Start-ups, Business Coaching, Strategic Partnerships, Board Development, Turn Around Management, Executive Coaching, Emotional Intelligence, Entrepreneurship, Angel Investing, Organizational..., Retreats, 360 Feedback, Workshop Facilitation, Consulting, Strategic Leadership
Education
State University of New York College at Buffalo 1968 — 1972
liberal arts, History
Vistage International January 2011 - Present
Peter Lahti & Associates, LLC September 2000 - January 2011
PayDQ (now CDS Global) 2009 - 2011
Child Saving Institute 1996 - 2008
SIFMA - SII 2000 - 2006
Kirkpatrick Pettis 1995 - 2000
EVEREN Securities 1990 - 1995
Drexel Burnham Lambert 1984 - 1989
Skills
Executive Positions, Performance Management, Finance, Non-profits, CEOs, Culture Change, Management Consulting, Securities, Leadership, Advisory Boards, Strategy, Venture Capital, Capital Markets, Investment Banking, Management, Mergers & Acquisitions, Business Development, Strategic Planning, Financial Services, Team Building, Private Equity, Business Strategy, Change Management, Coaching, Insurance, Executive Management, Business Planning, Due Diligence, Leadership Development, Corporate Development, Work Life Balance, Small Business, Risk Management, Nonprofits, Executive Development, Start-ups, Business Coaching, Strategic Partnerships, Board Development, Turn Around Management, Executive Coaching, Emotional Intelligence, Entrepreneurship, Angel Investing, Organizational..., Retreats, 360 Feedback, Workshop Facilitation, Consulting, Strategic Leadership
Education
State University of New York College at Buffalo 1968 — 1972
liberal arts, History
Dawn Mueller's EVEREN Securities Experience March 1997 - April 1999
Job Senior Production Editor at Association of College and Research Libraries
Industry Publishing
Experience
Association of College and Research Libraries April 1999 - Present
EVEREN Securities March 1997 - April 1999
Skills
Copy Editing, Publishing, Newsletters, Proofreading, Academic Publishing, Online Publishing, Copywriting, Content Development, Editorial, Web Content, Fact-checking, Books, Content Strategy, Editing, Content Management, Creative Writing, Journalism, Brochures, InCopy, Freelance Writing, Publications, QuarkXPress, Adobe Acrobat, Storytelling, Web Content Management, Blogging
Education
Northern Illinois University 1991 — 1993
BA
Rock Valley College 1989 — 1991
AA
Association of College and Research Libraries April 1999 - Present
EVEREN Securities March 1997 - April 1999
Skills
Copy Editing, Publishing, Newsletters, Proofreading, Academic Publishing, Online Publishing, Copywriting, Content Development, Editorial, Web Content, Fact-checking, Books, Content Strategy, Editing, Content Management, Creative Writing, Journalism, Brochures, InCopy, Freelance Writing, Publications, QuarkXPress, Adobe Acrobat, Storytelling, Web Content Management, Blogging
Education
Northern Illinois University 1991 — 1993
BA
Rock Valley College 1989 — 1991
AA
Richard Dunton Richard Dunton's EVEREN Securities Experience 1997 - 2002
Job President/Founder at Dunton Advisors Wealth Management
Industry Financial Services
Experience
Dunton Advisors 2002 - Present
Everen Securities 1997 - 2002
A.G. Edwards 1985 - 1995
E.F. Hutton & Company 1983 - 1985
Skills
Entrepreneurship, Investments, Start-ups, Venture Capital, Private Equity, Mergers & Acquisitions, Business Strategy, Financial Modeling, Strategy, Strategic Financial..., Valuation, Portfolio Management, Finance, Corporate Finance, Management Consulting, Asset Management, Business Development, Due Diligence, Financial Analysis, Equities, Wealth Management...
Education
Stephen F. Austin State University 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
Dunton Advisors 2002 - Present
Everen Securities 1997 - 2002
A.G. Edwards 1985 - 1995
E.F. Hutton & Company 1983 - 1985
Skills
Entrepreneurship, Investments, Start-ups, Venture Capital, Private Equity, Mergers & Acquisitions, Business Strategy, Financial Modeling, Strategy, Strategic Financial..., Valuation, Portfolio Management, Finance, Corporate Finance, Management Consulting, Asset Management, Business Development, Due Diligence, Financial Analysis, Equities, Wealth Management...
Education
Stephen F. Austin State University 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
Stephanie Arendt Norris Stephanie Arendt Norris's EVEREN Securities Experience September 1997 - April 2000
Job Business Process and Project Manager
Industry Financial Services
Experience
ICONMA November 2014 - Present
ICONMA July 2014 - November 2014
ICONMA October 2011 - April 2014
Wells Fargo Advisors July 2005 - September 2011
Wachovia Securities September 2002 - July 2005
Wachovia Securities January 2002 - September 2002
First Union Securities April 2000 - January 2002
EVEREN Securities September 1997 - April 2000
Skills
Business Development, Risk Management, Project Management, Operations Management, Management, Cross-functional Team..., Training, Budgets, Analysis, Integration, Sales, Project Planning, Sales Management, Security, Finance, Investments, Policy, Retail, Vendor Management, Public Speaking, Business Analysis, Process Improvement, Banking, Program Management, Change Management
Education
DePaul University 1994 — 1997
Bachelor of Arts, Communications, Psychology
ICONMA November 2014 - Present
ICONMA July 2014 - November 2014
ICONMA October 2011 - April 2014
Wells Fargo Advisors July 2005 - September 2011
Wachovia Securities September 2002 - July 2005
Wachovia Securities January 2002 - September 2002
First Union Securities April 2000 - January 2002
EVEREN Securities September 1997 - April 2000
Skills
Business Development, Risk Management, Project Management, Operations Management, Management, Cross-functional Team..., Training, Budgets, Analysis, Integration, Sales, Project Planning, Sales Management, Security, Finance, Investments, Policy, Retail, Vendor Management, Public Speaking, Business Analysis, Process Improvement, Banking, Program Management, Change Management
Education
DePaul University 1994 — 1997
Bachelor of Arts, Communications, Psychology
Patrick Hidalgo Patrick Hidalgo's EVEREN Securities Experience October 1995 - August 1996
Job Financial industry executive who is now writing software.
Industry Investment Management
Experience
Granicus, Inc. March 2015 - Present
Proprietary Capital, LLC. February 2004 - August 2013
Countrywide Financial Corp 1997 - 2003
Piper Jaffray 1996 - 1997
Everen Securities October 1995 - August 1996
Parnassus Investments June 1994 - August 1994
Skills
Valuation, Financial Modeling, Investments, Fixed Income, Trading, Hedge Funds, Portfolio Management, Alternative Investments, Bloomberg, Equities, Finance, Financial Analysis, Capital Markets, Investment Banking, Derivatives, Due Diligence, Structured Products, Financial Markets, Securities, Securitization, Interest Rate..., Asset Management, Structured Finance, Swaps, ABS, MBS, Ruby, Ruby on Rails, Git, Test Driven Development, React JS
Education
DaVinci Coders
Ruby on Rails Immersion
University of Illinois at Urbana-Champaign - College of Business 1993 — 1995
MBA, International Business
University of Colorado Boulder 1987 — 1991
B.S., Finance
ESADE Business & Law School 1995 — 1995
Master of Business Administration (M.B.A.)
Granicus, Inc. March 2015 - Present
Proprietary Capital, LLC. February 2004 - August 2013
Countrywide Financial Corp 1997 - 2003
Piper Jaffray 1996 - 1997
Everen Securities October 1995 - August 1996
Parnassus Investments June 1994 - August 1994
Skills
Valuation, Financial Modeling, Investments, Fixed Income, Trading, Hedge Funds, Portfolio Management, Alternative Investments, Bloomberg, Equities, Finance, Financial Analysis, Capital Markets, Investment Banking, Derivatives, Due Diligence, Structured Products, Financial Markets, Securities, Securitization, Interest Rate..., Asset Management, Structured Finance, Swaps, ABS, MBS, Ruby, Ruby on Rails, Git, Test Driven Development, React JS
Education
DaVinci Coders
Ruby on Rails Immersion
University of Illinois at Urbana-Champaign - College of Business 1993 — 1995
MBA, International Business
University of Colorado Boulder 1987 — 1991
B.S., Finance
ESADE Business & Law School 1995 — 1995
Master of Business Administration (M.B.A.)
Craig Caimi's EVEREN Securities Experience 1998 - 2000
Job Director
Industry Financial Services
Experience
SunGard 2014 - Present
Real Estate 2005 - Present
SunGard August 2000 - 2014
EVEREN Securities 1998 - 2000
Skills
Account Management, Process Improvement, Financial Services, CRM, Vendor Management, Solution Selling, Management, Software Development, Business Analysis, SDLC, Product Management, Strategy, Business Intelligence, Derivatives, Financial Markets, SaaS, Trading, Trading Systems
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1998
MBA, International Marketing and Finance
Michigan State University 1989 — 1993
BA, Finance
Queen's University 1992 — 1992
Philosophy
SunGard 2014 - Present
Real Estate 2005 - Present
SunGard August 2000 - 2014
EVEREN Securities 1998 - 2000
Skills
Account Management, Process Improvement, Financial Services, CRM, Vendor Management, Solution Selling, Management, Software Development, Business Analysis, SDLC, Product Management, Strategy, Business Intelligence, Derivatives, Financial Markets, SaaS, Trading, Trading Systems
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1998
MBA, International Marketing and Finance
Michigan State University 1989 — 1993
BA, Finance
Queen's University 1992 — 1992
Philosophy
Gene Rouse's EVEREN Securities Experience June 1996 - March 1998
Job ACCOUNTING STAFF ANALYST at ARAMCO SERVICES COMPANY
Industry Oil & Energy
Experience
ARAMCO SERVICES COMPANY March 2009 - Present
Aramco Services Company September 1999 - March 2009
Everen Securities June 1996 - March 1998
US Department of Veterans Affairs January 1994 - January 1996
US Navy October 1989 - October 1993
Education
University of Houston-Downtown 1995 — 1999
Bachelor of Arts (B.A.), Finance
Houston Community College 1993 — 1995
Associates of Arts, General Studies
University of Maryland College Park 1990 — 1992
NONE, Management Information Systems
ARAMCO SERVICES COMPANY March 2009 - Present
Aramco Services Company September 1999 - March 2009
Everen Securities June 1996 - March 1998
US Department of Veterans Affairs January 1994 - January 1996
US Navy October 1989 - October 1993
Education
University of Houston-Downtown 1995 — 1999
Bachelor of Arts (B.A.), Finance
Houston Community College 1993 — 1995
Associates of Arts, General Studies
University of Maryland College Park 1990 — 1992
NONE, Management Information Systems
Mark Schneider, MBA, CMFC®, CFP®'s EVEREN Securities Experience August 1997 - December 1998
Job VPSr. Financial Consultant at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc. December 1998 - Present
Everen Securities August 1997 - December 1998
Education
University of Nebraska at Omaha
Master of Business Administration (MBA), Executive MBA
University of Nebraska at Omaha
Bachelor's degree, Engineering/Industrial Management
Charles Schwab & Co., Inc. December 1998 - Present
Everen Securities August 1997 - December 1998
Education
University of Nebraska at Omaha
Master of Business Administration (MBA), Executive MBA
University of Nebraska at Omaha
Bachelor's degree, Engineering/Industrial Management
Albert Rauch, PhD, CFA's EVEREN Securities Experience 1996 - 2000
Job Managing Analyst Healthcare Sector
Industry Investment Management
Experience
State of Wisconsin Investment Board March 2008 - Present
A.G. Edwards August 2002 - November 2007
Landenberg Thalmann 2001 - 2002
First Union 2000 - 2001
Everen Securities 1996 - 2000
A.G. Edwards February 1995 - August 1996
Pfizer February 1989 - 1995
Wake Forest School of Medicine 1985 - 1989
Skills
Portfolio Management, Healthcare, Asset Management, Biotechnology, Pharmaceuticals, Investments, Equity Research, Valuation, Due Diligence, Investment Strategies, Equities, Financial Modeling
Education
Rensselaer Polytechnic Institute 1991 — 1993
MBA, Finance
Wake Forest University School of Medicine 1983 — 1985
Post-doc, Pharmacology
Emory University 1978 — 1983
PhD, Experimental Pathology
The University of South Dakota 1976 — 1978
Master, Chemistry
The University of South Dakota 1975 — 1976
B.S., Chemistry
Benedictine University 1971 — 1975
Biochemistry
State of Wisconsin Investment Board March 2008 - Present
A.G. Edwards August 2002 - November 2007
Landenberg Thalmann 2001 - 2002
First Union 2000 - 2001
Everen Securities 1996 - 2000
A.G. Edwards February 1995 - August 1996
Pfizer February 1989 - 1995
Wake Forest School of Medicine 1985 - 1989
Skills
Portfolio Management, Healthcare, Asset Management, Biotechnology, Pharmaceuticals, Investments, Equity Research, Valuation, Due Diligence, Investment Strategies, Equities, Financial Modeling
Education
Rensselaer Polytechnic Institute 1991 — 1993
MBA, Finance
Wake Forest University School of Medicine 1983 — 1985
Post-doc, Pharmacology
Emory University 1978 — 1983
PhD, Experimental Pathology
The University of South Dakota 1976 — 1978
Master, Chemistry
The University of South Dakota 1975 — 1976
B.S., Chemistry
Benedictine University 1971 — 1975
Biochemistry
Brittany Riordan's EVEREN Securities Experience 1995 - 1996
Job President, Brittany Riordan, Inc.
Industry Capital Markets
Experience
BR Events & Staffing January 2009 - Present
U.S. Futures Exchange 2006 - December 2008
UBS 2006 - 2006
AMFM, Inc. 1999 - 2006
Principal for a Day June 1996 - January 1998
American Museum of Natural History 1998 - 1998
EVEREN Securities 1995 - 1996
City of Chicago 1994 - 1995
Skills
Management, Marketing, Public Relations, Public Speaking, Leadership, Nonprofits, Event Planning, Marketing Strategy, Strategic Planning, Fundraising, Event Management, Strategic Partnerships, Financial Markets, Product Management, Equities, Social Media, Trading, Media Relations, Integrated Marketing, Options, Email Marketing, Marketing Communications, Product Marketing, Project Management, Strategy, Electronic Trading, Corporate Communications, Social Media Marketing, Online Marketing, Business Development, CRM, Competitive Analysis, Trade Shows, Brand Development, Press Releases, Strategic Communications, Sponsorship, Brand Management
Education
Northwestern University - Kellogg School of Management 2002 — 2004
Master of Business Administration (MBA), Marketing, Strategy
Villanova University 1990 — 1994
Bachelor of Arts (BA), Political Science & Economics
Woodlands Academy 1988 — 1990
New Trier 1986 — 1990
BR Events & Staffing January 2009 - Present
U.S. Futures Exchange 2006 - December 2008
UBS 2006 - 2006
AMFM, Inc. 1999 - 2006
Principal for a Day June 1996 - January 1998
American Museum of Natural History 1998 - 1998
EVEREN Securities 1995 - 1996
City of Chicago 1994 - 1995
Skills
Management, Marketing, Public Relations, Public Speaking, Leadership, Nonprofits, Event Planning, Marketing Strategy, Strategic Planning, Fundraising, Event Management, Strategic Partnerships, Financial Markets, Product Management, Equities, Social Media, Trading, Media Relations, Integrated Marketing, Options, Email Marketing, Marketing Communications, Product Marketing, Project Management, Strategy, Electronic Trading, Corporate Communications, Social Media Marketing, Online Marketing, Business Development, CRM, Competitive Analysis, Trade Shows, Brand Development, Press Releases, Strategic Communications, Sponsorship, Brand Management
Education
Northwestern University - Kellogg School of Management 2002 — 2004
Master of Business Administration (MBA), Marketing, Strategy
Villanova University 1990 — 1994
Bachelor of Arts (BA), Political Science & Economics
Woodlands Academy 1988 — 1990
New Trier 1986 — 1990
David Personette's EVEREN Securities Experience 1997 - 1998
Job network specialist at Georgejon
Industry Information Technology and Services
Experience
Georgejon July 2012 - Present
M&T Bank July 2010 - February 2012
IBM February 2008 - May 2010
IBM November 2005 - February 2008
ABN AMRO / LaSalle Bank 2003 - 2005
ABN AMRO / LaSalle Bank 2002 - 2003
ABN AMRO / LaSalle Bank 2000 - 2002
Everen/First Union Securities February 1998 - July 2000
Everen Securities 1997 - 1998
Everen Securities 1996 - 1997
Skills
Windows Server, Process Improvement, Leadership, Servers, Troubleshooting, Management, Operating Systems, Software Documentation
Education
DePaul University 2005 — 2015
BS in Network Security, Network Security
Loyola Academy 1991 — 1995
HS, General
Georgejon July 2012 - Present
M&T Bank July 2010 - February 2012
IBM February 2008 - May 2010
IBM November 2005 - February 2008
ABN AMRO / LaSalle Bank 2003 - 2005
ABN AMRO / LaSalle Bank 2002 - 2003
ABN AMRO / LaSalle Bank 2000 - 2002
Everen/First Union Securities February 1998 - July 2000
Everen Securities 1997 - 1998
Everen Securities 1996 - 1997
Skills
Windows Server, Process Improvement, Leadership, Servers, Troubleshooting, Management, Operating Systems, Software Documentation
Education
DePaul University 2005 — 2015
BS in Network Security, Network Security
Loyola Academy 1991 — 1995
HS, General
Ted Ghislandi's EVEREN Securities Experience April 1999 - March 2000
Job Director, Credit Suisse
Industry Investment Banking
Experience
Credit Suisse February 2002 - Present
HOLT Value Associates March 2000 - February 2002
Everen Securities April 1999 - March 2000
Lexington Steel June 1993 - March 1999
Skills
Valuation, Marketing Strategy, Equities, Investments, Asset Managment, Portfolio Management, Financial Modeling, Investment Banking, Equity Research, Series 7, Credit, Management, Asset Management, Hedge Funds, Emerging Markets, Derivatives, Securities, Financial Analysis, Financial Markets
Education
Lake Forest Graduate School of Management 1997 — 2001
Masters, Business Administration
St. Norbert College 1988 — 1992
BA, Communications
Loyola Academy College Prep 1984 — 1988
Credit Suisse February 2002 - Present
HOLT Value Associates March 2000 - February 2002
Everen Securities April 1999 - March 2000
Lexington Steel June 1993 - March 1999
Skills
Valuation, Marketing Strategy, Equities, Investments, Asset Managment, Portfolio Management, Financial Modeling, Investment Banking, Equity Research, Series 7, Credit, Management, Asset Management, Hedge Funds, Emerging Markets, Derivatives, Securities, Financial Analysis, Financial Markets
Education
Lake Forest Graduate School of Management 1997 — 2001
Masters, Business Administration
St. Norbert College 1988 — 1992
BA, Communications
Loyola Academy College Prep 1984 — 1988
Tracy Whetstone's EVEREN Securities Experience September 1996 - April 2000
Job Partner at McGladrey
Industry Financial Services
Experience
McGladrey May 2008 - Present
Deloitte & Touche January 2006 - May 2008
ABN AMRO 2000 - 2005
Everen Securities September 1996 - April 2000
Chicago Stock Exchange September 1994 - September 1996
Education
Saint Louis University 1987 — 1989
Bachelor of Science in Business Administation, Accounting
University of Illinois at Urbana-Champaign 1985 — 1987
McGladrey May 2008 - Present
Deloitte & Touche January 2006 - May 2008
ABN AMRO 2000 - 2005
Everen Securities September 1996 - April 2000
Chicago Stock Exchange September 1994 - September 1996
Education
Saint Louis University 1987 — 1989
Bachelor of Science in Business Administation, Accounting
University of Illinois at Urbana-Champaign 1985 — 1987
Steve Nadle's EVEREN Securities Experience 1995 - 2000
Job AVP at Pershing
Industry Financial Services
Experience
Pershing November 2006 - Present
SunGard / BRASS 2003 - 2006
Brut LLC 2001 - 2003
Everen Securities 1995 - 2000
Skills
Market Data, Investments, Trading Systems, Electronic Trading, Series 7, Equities, Equity Trading, Securities, Financial Services, Relationship Management, Order Management
Education
Drake University 1987 — 1991
Pershing November 2006 - Present
SunGard / BRASS 2003 - 2006
Brut LLC 2001 - 2003
Everen Securities 1995 - 2000
Skills
Market Data, Investments, Trading Systems, Electronic Trading, Series 7, Equities, Equity Trading, Securities, Financial Services, Relationship Management, Order Management
Education
Drake University 1987 — 1991
Nicole Kamrath's EVEREN Securities Experience July 1999 - May 2000
Job Channel Marketing Manager at HERE (a Nokia Company)
Industry Automotive
Experience
HERE June 2005 - Present
Nokia Location & Commerce July 2005 - December 2012
R.L. Polk & Company October 2004 - June 2005
Equity Office July 1999 - May 2000
Everen Securities July 1999 - May 2000
Skills
Customer Acquisition, Cross-functional Team..., Product Marketing, Competitive Analysis, Multi-channel Marketing, Online Marketing, Marketing Strategy, Go-to-market Strategy, Marketing, Marketing Communications, Product Management, Integrated Marketing, Digital Marketing, Marketing Management, Channel Partners, Program Management, Mobile Devices, Management
Education
Wayne State University 2000 — 2002
MBA, International Business & Marketing
Eastern Michigan University 1996 — 1997
BBA, International Business & Marketing
Western Michigan University 1993 — 1996
Bachelor of Business Administration (B.B.A.), International Marketing
HERE June 2005 - Present
Nokia Location & Commerce July 2005 - December 2012
R.L. Polk & Company October 2004 - June 2005
Equity Office July 1999 - May 2000
Everen Securities July 1999 - May 2000
Skills
Customer Acquisition, Cross-functional Team..., Product Marketing, Competitive Analysis, Multi-channel Marketing, Online Marketing, Marketing Strategy, Go-to-market Strategy, Marketing, Marketing Communications, Product Management, Integrated Marketing, Digital Marketing, Marketing Management, Channel Partners, Program Management, Mobile Devices, Management
Education
Wayne State University 2000 — 2002
MBA, International Business & Marketing
Eastern Michigan University 1996 — 1997
BBA, International Business & Marketing
Western Michigan University 1993 — 1996
Bachelor of Business Administration (B.B.A.), International Marketing
Tom McGoorty's EVEREN Securities Experience October 1996 - May 1999
Job Sr. Database Engineer at Wachovia
Industry Financial Services
Experience
Wachovia October 1996 - 2009
EVEREN Securities October 1996 - May 1999
S&C Electric Company July 1990 - October 1996
Miller Fluid Power February 1988 - July 1990
Education
University of Illinois at Chicago
Wachovia October 1996 - 2009
EVEREN Securities October 1996 - May 1999
S&C Electric Company July 1990 - October 1996
Miller Fluid Power February 1988 - July 1990
Education
University of Illinois at Chicago
Jeff Kraws's EVEREN Securities Experience 1996 - 1999
Job CoFounder & CEO, Crystal Research Associates
Industry Research
Experience
Saleen Automotive Inc. December 2013 - Present
Synthetic Biologics Inc. May 2012 - Present
TopHat Capital LLC February 2012 - Present
CRA Advisors LLC April 2006 - Present
Crystal Research Associates January 2002 - Present
The Investor Relations Group 2003 - 2003
Gruntal Ryan Beck 1999 - 2002
Everen Securities 1996 - 1999
Asea Brown Boveri (Pvt.) Ltd.- AROS Securities 1995 - 1996
Montgomery Securities 1993 - 1995
Skills
Mergers & Acquisitions, Private Equity, Entrepreneurship, Start-ups, Investments, Leadership, Financial Modeling, Finance, Venture Capital, Biotechnology, Analysis, Mergers, Pharmaceutical Industry, Corporate Finance, Corporate Development, Capital, Senior Analyst, Investing, Investment research, valuation analysis, special situations, Financial Services, Valuation, Due Diligence, Management, Strategy, Business Strategy
Education
Cornell University - Johnson Graduate School of Management 1986 — 1988
Master of Business Administration (MBA), finance
University at Buffalo 1982 — 1986
Bachelor of Science (B.S.), Finance
Saleen Automotive Inc. December 2013 - Present
Synthetic Biologics Inc. May 2012 - Present
TopHat Capital LLC February 2012 - Present
CRA Advisors LLC April 2006 - Present
Crystal Research Associates January 2002 - Present
The Investor Relations Group 2003 - 2003
Gruntal Ryan Beck 1999 - 2002
Everen Securities 1996 - 1999
Asea Brown Boveri (Pvt.) Ltd.- AROS Securities 1995 - 1996
Montgomery Securities 1993 - 1995
Skills
Mergers & Acquisitions, Private Equity, Entrepreneurship, Start-ups, Investments, Leadership, Financial Modeling, Finance, Venture Capital, Biotechnology, Analysis, Mergers, Pharmaceutical Industry, Corporate Finance, Corporate Development, Capital, Senior Analyst, Investing, Investment research, valuation analysis, special situations, Financial Services, Valuation, Due Diligence, Management, Strategy, Business Strategy
Education
Cornell University - Johnson Graduate School of Management 1986 — 1988
Master of Business Administration (MBA), finance
University at Buffalo 1982 — 1986
Bachelor of Science (B.S.), Finance
Anna Dolsen's EVEREN Securities Experience 1999 - 2000
Job Technical Lead at Wachovia Securities
Industry Financial Services
Experience
Wells Fargo Advisors September 2005 - Present
Greenbrier & Russel (now Fujitsu) May 1993 - September 2005
Greenbrier & Russel 2000 - 2000
Everen Securities 1999 - 2000
Everen Securities 1999 - 1999
Everen Securities 1998 - 1999
Everen Securities 1997 - 1998
Everen Securities 1997 - 1997
Kraft Foods 1995 - 1997
Kraft Foods 1994 - 1995
Skills
Unix, Microsoft SQL Server, DB2, SDLC, Oracle, Databases, Testing, Unix Shell Scripting, Data Warehousing, Access, ETL, Requirements Gathering, SQL, Shell Scripting, Software Documentation, Software Project..., Visual Basic, Web Applications
Education
DePaul University 1985 — 1988
B.S., Computer Science
Wells Fargo Advisors September 2005 - Present
Greenbrier & Russel (now Fujitsu) May 1993 - September 2005
Greenbrier & Russel 2000 - 2000
Everen Securities 1999 - 2000
Everen Securities 1999 - 1999
Everen Securities 1998 - 1999
Everen Securities 1997 - 1998
Everen Securities 1997 - 1997
Kraft Foods 1995 - 1997
Kraft Foods 1994 - 1995
Skills
Unix, Microsoft SQL Server, DB2, SDLC, Oracle, Databases, Testing, Unix Shell Scripting, Data Warehousing, Access, ETL, Requirements Gathering, SQL, Shell Scripting, Software Documentation, Software Project..., Visual Basic, Web Applications
Education
DePaul University 1985 — 1988
B.S., Computer Science
Mason W. Gann's EVEREN Securities Experience August 1999 - November 2004
Job Wealth Manager
Industry Investment Management
Experience
Berthel Fisher & Company Financial Services, Inc. June 2012 - Present
Milkie Ferguson Investments December 2004 - June 2012
Everen Securities August 1999 - November 2004
Skills
Retirement Planning, Wealth Management, Financial Planning, Investments, Asset Management
Education
Baylor University - Hankamer School of Business 1990 — 1994
BBA, Real Estate/ Finance
Balboa High School 1989 — 1990
Berthel Fisher & Company Financial Services, Inc. June 2012 - Present
Milkie Ferguson Investments December 2004 - June 2012
Everen Securities August 1999 - November 2004
Skills
Retirement Planning, Wealth Management, Financial Planning, Investments, Asset Management
Education
Baylor University - Hankamer School of Business 1990 — 1994
BBA, Real Estate/ Finance
Balboa High School 1989 — 1990
Dewi Subianto's EVEREN Securities Experience September 1997 - April 1998
Job Administrative Assistant
Industry Leisure, Travel & Tourism
Experience
Vacationer April 2014 - Present
Forsythe Solutions Group July 2006 - March 2014
DCI May 1998 - November 2005
Everen Securities September 1997 - April 1998
Bankers Trust January 1991 - September 1997
Skills
Budgets, Report Writing, Research, Office Management, Event Planning, Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Access, Software Documentation, Microsoft Word, Training, Event Management, Teamwork, Policy, Customer Service, Project Planning, Marketing, Human Resources, Strategic Planning, Leadership, Management
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
Business Administration
High Scool of Art & Design 1988 — 1990
Advertising & Silk Screen
Vacationer April 2014 - Present
Forsythe Solutions Group July 2006 - March 2014
DCI May 1998 - November 2005
Everen Securities September 1997 - April 1998
Bankers Trust January 1991 - September 1997
Skills
Budgets, Report Writing, Research, Office Management, Event Planning, Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Access, Software Documentation, Microsoft Word, Training, Event Management, Teamwork, Policy, Customer Service, Project Planning, Marketing, Human Resources, Strategic Planning, Leadership, Management
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
Business Administration
High Scool of Art & Design 1988 — 1990
Advertising & Silk Screen
Bobbi Husemann's EVEREN Securities Experience May 1993 - December 1998
Job Talent Management Consultant at Advocate Health Care
Industry Human Resources
Experience
Advocate Health Care September 2013 - Present
Advocate Health Care August 2011 - September 2013
Loyola University Medical Center May 2006 - October 2011
MacNeal Hospital November 2003 - January 2006
Advocate Health Care July 1999 - June 2001
EVEREN Securities May 1993 - December 1998
Skills
Compensation & Benefit, Human Resources, Deferred Compensation, Succession Planning, Leadership, Salary, Job Descriptions, Management, Program Management, Hospitals, HRIS, Onboarding, Employee Relations, Talent Management, Workforce Planning, Performance Management, Talent Acquisition, FMLA, Benefits Administration, Job Analysis, Employee Engagement, Personnel Management
Education
Troy University Dothan 1991 — 1993
Masters, Human Resources Administration
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Science in human resources and family studies, Business/Commerce, General
Advocate Health Care September 2013 - Present
Advocate Health Care August 2011 - September 2013
Loyola University Medical Center May 2006 - October 2011
MacNeal Hospital November 2003 - January 2006
Advocate Health Care July 1999 - June 2001
EVEREN Securities May 1993 - December 1998
Skills
Compensation & Benefit, Human Resources, Deferred Compensation, Succession Planning, Leadership, Salary, Job Descriptions, Management, Program Management, Hospitals, HRIS, Onboarding, Employee Relations, Talent Management, Workforce Planning, Performance Management, Talent Acquisition, FMLA, Benefits Administration, Job Analysis, Employee Engagement, Personnel Management
Education
Troy University Dothan 1991 — 1993
Masters, Human Resources Administration
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Science in human resources and family studies, Business/Commerce, General
Ken Packer's EVEREN Securities Experience 1995 - 1997
Job Principal Financial Advisory Partners, LLC
Industry Investment Banking
Experience
Financial Advisory Partners, LLC 1997 - Present
Falcon Capital Management LLC May 2015 - Present
BHC, LC July 2013 - Present
Cline Tool and Service Company, Inc. June 2010 - Present
Iowa Telecommunications Services, Inc. August 2005 - June 2010
Everen Securities 1995 - 1997
Kemper Securities, Inc 1990 - 1995
R. G. Dickinson & Company 1984 - 1990
Skills
Mergers, Investment Banking, Capital, Private Equity, Debt, Mergers & Acquisitions, Corporate Development, Alternative Investments, Banking, Financial Modeling, Securities, Risk Management, Management Consulting, Corporate Finance, Due Diligence, Financial Analysis, Finance, Strategy, Asset Management, Financial Services, Start-ups, Restructuring, Capital Markets, Entrepreneurship
Education
University of Iowa
BBA
Financial Advisory Partners, LLC 1997 - Present
Falcon Capital Management LLC May 2015 - Present
BHC, LC July 2013 - Present
Cline Tool and Service Company, Inc. June 2010 - Present
Iowa Telecommunications Services, Inc. August 2005 - June 2010
Everen Securities 1995 - 1997
Kemper Securities, Inc 1990 - 1995
R. G. Dickinson & Company 1984 - 1990
Skills
Mergers, Investment Banking, Capital, Private Equity, Debt, Mergers & Acquisitions, Corporate Development, Alternative Investments, Banking, Financial Modeling, Securities, Risk Management, Management Consulting, Corporate Finance, Due Diligence, Financial Analysis, Finance, Strategy, Asset Management, Financial Services, Start-ups, Restructuring, Capital Markets, Entrepreneurship
Education
University of Iowa
BBA
Frank Wilson's EVEREN Securities Experience 1994 - 1996
Job Director, Finance Division at City of Chicago Department of Police
Industry Government Administration
Experience
City of Chicago Department of Police 1996 - Present
Everen Securities 1994 - 1996
Donaldson, Lufkin & Jenrette 1992 - 1994
Clayton Brown 1988 - 1989
Skills
Management, Budgets, Finance, Training, Procurement, Accounting, Strategic Planning, Government, Financial Analysis, Program Management, Enterprise Software, Public Speaking, Business Strategy, Policy, Project Management, Strategy, Nonprofits, Policy Analysis, Financial Modeling, Marketing, Negotiation, Investments, Economics, Portfolio Management, Risk Management, Business Development, Leadership, Managerial Finance, Public Relations, Securities, Research, Consulting, Analysis, Investment Banking, Business Planning, Change Management, Auditing, Data Analysis, Executive Management, Process Improvement, Organizational..., Business Process..., Leadership Development
Education
Thunderbird School of Global Management 2006 — 2008
MBA, International Management, Leadership, Cross Cultural Communication / Negotiation, Latin America
Morehouse College 1980 — 1984
BA, Economics
City of Chicago Department of Police 1996 - Present
Everen Securities 1994 - 1996
Donaldson, Lufkin & Jenrette 1992 - 1994
Clayton Brown 1988 - 1989
Skills
Management, Budgets, Finance, Training, Procurement, Accounting, Strategic Planning, Government, Financial Analysis, Program Management, Enterprise Software, Public Speaking, Business Strategy, Policy, Project Management, Strategy, Nonprofits, Policy Analysis, Financial Modeling, Marketing, Negotiation, Investments, Economics, Portfolio Management, Risk Management, Business Development, Leadership, Managerial Finance, Public Relations, Securities, Research, Consulting, Analysis, Investment Banking, Business Planning, Change Management, Auditing, Data Analysis, Executive Management, Process Improvement, Organizational..., Business Process..., Leadership Development
Education
Thunderbird School of Global Management 2006 — 2008
MBA, International Management, Leadership, Cross Cultural Communication / Negotiation, Latin America
Morehouse College 1980 — 1984
BA, Economics
Rick Glaisner's EVEREN Securities Experience 1991 - 1997
Job Managing Director at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates, Inc January 1998 - Present
Raymond James 1998 - 2009
Kemper Securities / EVEREN Securities 1995 - 1998
Everen Securities 1991 - 1997
Education
Miami University 1986 — 1990
BS, marketing
Raymond James & Associates, Inc January 1998 - Present
Raymond James 1998 - 2009
Kemper Securities / EVEREN Securities 1995 - 1998
Everen Securities 1991 - 1997
Education
Miami University 1986 — 1990
BS, marketing
Ron Gjerde's EVEREN Securities Experience June 1996 - November 1998
Job Adult Education/Human Resources Professional
Industry Real Estate
Experience
Institute of Real Estate Management July 2008 - Present
Equity Residential February 1998 - April 2008
Everen Securities June 1996 - November 1998
Chicago Manufacturing Center January 1995 - June 1996
Illinois World Trade Center Association 1988 - 1992
Skills
Coaching, Leadership Development, Organizational..., Leadership, Knowledge Management, Executive Coaching, Strategic Planning, Public Speaking, Property Management, Management, Real Estate Development, Apartments, Instructor-led Training, Staff Development, Strategy, Real Estate, Training, Customer Service, Rentals, Event Planning, Employee Training, Property, Adult Education, Team Building, Negotiation, E-Learning, Performance Consulting, Budgets, Contract Negotiation, Disposition, Organizational..., Leases, Instructional Design
Education
University of Illinois College of Law 1977 — 1980
Doctor of Law (JD)
Illinois State University
Bachelor of Science (BS)
Institute of Real Estate Management July 2008 - Present
Equity Residential February 1998 - April 2008
Everen Securities June 1996 - November 1998
Chicago Manufacturing Center January 1995 - June 1996
Illinois World Trade Center Association 1988 - 1992
Skills
Coaching, Leadership Development, Organizational..., Leadership, Knowledge Management, Executive Coaching, Strategic Planning, Public Speaking, Property Management, Management, Real Estate Development, Apartments, Instructor-led Training, Staff Development, Strategy, Real Estate, Training, Customer Service, Rentals, Event Planning, Employee Training, Property, Adult Education, Team Building, Negotiation, E-Learning, Performance Consulting, Budgets, Contract Negotiation, Disposition, Organizational..., Leases, Instructional Design
Education
University of Illinois College of Law 1977 — 1980
Doctor of Law (JD)
Illinois State University
Bachelor of Science (BS)
Tom Kurey's EVEREN Securities Experience 1995 - 1997
Job Managing Member; Portfolio Manager at Clearwater Advisors, LLC
Industry Investment Management
Experience
Clearwater Advisors, LLC November 2011 - Present
Gardner Lewis Asset Management June 2006 - October 2011
Lincoln Capital Management/Lincoln Equity Management April 2000 - May 2006
Putnam Investments August 1997 - March 2000
EVEREN Securities 1995 - 1997
Duff & Phelps 1994 - 1995
Coopers & Lybrand 1988 - 1992
Skills
Hedge Funds, Equity Research, Alternative Investments, Equities, Asset Managment, Valuation, Investments, Bloomberg, Investment Strategies, Mutual Funds, Financial Modeling, Investment Advisory, Financial Analysis, Investment Management, Portfolio Management, Institutional..., Fixed Income, Asset Management
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance and Business Policy/Strategy
University of Wisconsin-Madison 1984 — 1988
BBA, Accounting
Clearwater Advisors, LLC November 2011 - Present
Gardner Lewis Asset Management June 2006 - October 2011
Lincoln Capital Management/Lincoln Equity Management April 2000 - May 2006
Putnam Investments August 1997 - March 2000
EVEREN Securities 1995 - 1997
Duff & Phelps 1994 - 1995
Coopers & Lybrand 1988 - 1992
Skills
Hedge Funds, Equity Research, Alternative Investments, Equities, Asset Managment, Valuation, Investments, Bloomberg, Investment Strategies, Mutual Funds, Financial Modeling, Investment Advisory, Financial Analysis, Investment Management, Portfolio Management, Institutional..., Fixed Income, Asset Management
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance and Business Policy/Strategy
University of Wisconsin-Madison 1984 — 1988
BBA, Accounting
Kristin Garey Smith's EVEREN Securities Experience January 1996 - March 1997
Job Owner, Smith Design Co.
Industry Marketing and Advertising
Experience
Smith Design Co. 1998 - Present
Everen Securities January 1996 - March 1997
Ameritech 1993 - 1994
Bank of America/Continental Bank 1991 - 1994
L.C. Williams & Associates 1990 - 1993
Skills
Marketing Communications, Marketing Strategy, Advertising, Social Media Marketing, Marketing, Online Marketing, Integrated Marketing, Email Marketing, Public Relations, Digital Marketing, Online Advertising, Social Media, Brand Development, Creative Direction, Direct Marketing, Corporate Communications, New Business Development, Strategic Planning, Corporate Branding, Graphic Design, Art Direction, Web Design, Corporate Identity
Education
University of Michigan 1985 — 1989
Bachelor of Arts, English
Solon High School 1982 — 1985
Smith Design Co. 1998 - Present
Everen Securities January 1996 - March 1997
Ameritech 1993 - 1994
Bank of America/Continental Bank 1991 - 1994
L.C. Williams & Associates 1990 - 1993
Skills
Marketing Communications, Marketing Strategy, Advertising, Social Media Marketing, Marketing, Online Marketing, Integrated Marketing, Email Marketing, Public Relations, Digital Marketing, Online Advertising, Social Media, Brand Development, Creative Direction, Direct Marketing, Corporate Communications, New Business Development, Strategic Planning, Corporate Branding, Graphic Design, Art Direction, Web Design, Corporate Identity
Education
University of Michigan 1985 — 1989
Bachelor of Arts, English
Solon High School 1982 — 1985
Michael O'Connell's EVEREN Securities Experience September 1995 - June 1999
Job Senior Director, Prime Services Sales
Industry Financial Services
Experience
Société Générale CIB Newedge November 2010 - Present
State Street Global Markets LLC January 2004 - November 2010
State Street Global Link September 2001 - December 2003
State Street BSE BondConnect August 2000 - August 2001
First Union Securities July 1999 - August 2000
Everen Securities September 1995 - June 1999
Sanwa Securities LLC April 1990 - August 1995
Skills
Capital Markets, Equities, Derivatives, Fixed Income, Financial Markets, Electronic Trading, Options, Hedge Funds, FX Options, Bonds, Bloomberg, Swaps, Trading, Asset Management, Series 7, FX trading, FINRA, Trading Systems, Securities, FX Trading
Education
Saint Michael's College 1984 — 1988
B.S., Business Administration
Société Générale CIB Newedge November 2010 - Present
State Street Global Markets LLC January 2004 - November 2010
State Street Global Link September 2001 - December 2003
State Street BSE BondConnect August 2000 - August 2001
First Union Securities July 1999 - August 2000
Everen Securities September 1995 - June 1999
Sanwa Securities LLC April 1990 - August 1995
Skills
Capital Markets, Equities, Derivatives, Fixed Income, Financial Markets, Electronic Trading, Options, Hedge Funds, FX Options, Bonds, Bloomberg, Swaps, Trading, Asset Management, Series 7, FX trading, FINRA, Trading Systems, Securities, FX Trading
Education
Saint Michael's College 1984 — 1988
B.S., Business Administration
Charlie Heekin's EVEREN Securities Experience April 1993 - December 1996
Job Managing Partner at Millennial Wealth Advisors
Industry Financial Services
Experience
Millennial Wealth Advisors March 2015 - Present
ForestView Wealth Management January 2013 - January 2015
Oxford Financial Group, Ltd. May 2008 - May 2012
Kilpatrick Capital, LLC October 2002 - July 2008
Credit Suisse August 2000 - March 2002
Donaldson, Lufkin & Jenrette December 1997 - August 2000
Salomon Brothers January 1997 - December 1997
Everen Securities April 1993 - December 1996
Boulevard Bank July 1989 - January 1993
Skills
Investment Advisory, Equities, New Business Development, Project Planning, Alternative Investments, Trading, Asset Managment, Portfolio Management, Wealth Management, Asset Allocation, Investments, Financial Services, Financial Analysis, Risk Management, Hedge Funds, High Net Worth..., Asset Management, Capital Markets, Private Equity
Education
Boston College 1984 — 1988
Bachelor of Arts (B.A.), Philosophy and Economics
The Canterbury School 1980 — 1984
Millennial Wealth Advisors March 2015 - Present
ForestView Wealth Management January 2013 - January 2015
Oxford Financial Group, Ltd. May 2008 - May 2012
Kilpatrick Capital, LLC October 2002 - July 2008
Credit Suisse August 2000 - March 2002
Donaldson, Lufkin & Jenrette December 1997 - August 2000
Salomon Brothers January 1997 - December 1997
Everen Securities April 1993 - December 1996
Boulevard Bank July 1989 - January 1993
Skills
Investment Advisory, Equities, New Business Development, Project Planning, Alternative Investments, Trading, Asset Managment, Portfolio Management, Wealth Management, Asset Allocation, Investments, Financial Services, Financial Analysis, Risk Management, Hedge Funds, High Net Worth..., Asset Management, Capital Markets, Private Equity
Education
Boston College 1984 — 1988
Bachelor of Arts (B.A.), Philosophy and Economics
The Canterbury School 1980 — 1984
Elizabeth Westlake's EVEREN Securities Experience 1995 - 1997
Job Zone Contract Leader at GE Healthcare
Industry Legal Services
Experience
GE Healthcare June 2014 - Present
Westlake Law Office LLC 2013 - June 2014
Davis & Kuelthau, s.c. 2007 - 2013
Reznicsek, Fraser & Hastings, s.c. 2004 - 2007
Akerman Senterfitt 2000 - 2003
Everen Securities 1995 - 1997
Skills
Corporate Law, Mergers & Acquisitions, Corporate Governance, Mergers, Start-ups, Legal Writing, Private Equity, Licensing, Real Estate Financing, Securities, Commercial Finance, Legal Compliance, Secured Transactions, Contract Negotiation..., Securities and..., Milk and Dairy..., Investment Advisor..., IT Contracting, Non-profit Organizations, Project Management, Operational Planning
Education
Marquette University Law School 1997 — 2000
J.D.
University of Wisconsin-Madison 1987 — 1991
B.S.
GE Healthcare June 2014 - Present
Westlake Law Office LLC 2013 - June 2014
Davis & Kuelthau, s.c. 2007 - 2013
Reznicsek, Fraser & Hastings, s.c. 2004 - 2007
Akerman Senterfitt 2000 - 2003
Everen Securities 1995 - 1997
Skills
Corporate Law, Mergers & Acquisitions, Corporate Governance, Mergers, Start-ups, Legal Writing, Private Equity, Licensing, Real Estate Financing, Securities, Commercial Finance, Legal Compliance, Secured Transactions, Contract Negotiation..., Securities and..., Milk and Dairy..., Investment Advisor..., IT Contracting, Non-profit Organizations, Project Management, Operational Planning
Education
Marquette University Law School 1997 — 2000
J.D.
University of Wisconsin-Madison 1987 — 1991
B.S.
Annamae Martinez's EVEREN Securities Experience 1997 - 1999
Job Human Resource Consultant
Industry Banking
Experience
Northern Trust September 1999 - Present
Everen Securities 1997 - 1999
Skills
Organizational Learning, Talent Management
Education
Loyola University of Chicago
Masters in Organization Development
Northern Trust September 1999 - Present
Everen Securities 1997 - 1999
Skills
Organizational Learning, Talent Management
Education
Loyola University of Chicago
Masters in Organization Development
Pam Ronan's EVEREN Securities Experience April 1990 - June 2000
Job VP Operations Manager Derivatives at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2011 - Present
MF Global November 2005 - March 2011
Cargill Investor Services 2003 - September 2005
Cargill Investor Services September 2000 - 2003
EVEREN Securities April 1990 - June 2000
Education
Governors State University
Bachelor of Arts, Accounting
Bank of America Merrill Lynch April 2011 - Present
MF Global November 2005 - March 2011
Cargill Investor Services 2003 - September 2005
Cargill Investor Services September 2000 - 2003
EVEREN Securities April 1990 - June 2000
Education
Governors State University
Bachelor of Arts, Accounting
Derek Anguilm, CFA's EVEREN Securities Experience 1998 - 1999
Job Partner / Analyst / Portfolio Manager at Denver Investments
Industry Investment Management
Experience
Denver Investments May 2000 - Present
Metropolitan State College of Denver September 2005 - September 2011
Everen Securities 1998 - 1999
Skills
Equity Valuation, Contract Negotiation, Investments, Portfolio Management, Asset Managment, Equity Research, Financial Modeling, Equities, Valuation, Financial Analysis, Investment Management, Investment Strategies, Mutual Funds, Capital Markets, Bloomberg, Investment Advisory, Financial Statement..., Asset Management
Education
Metropolitan State University of Denver
MS, Finance
Denver Investments May 2000 - Present
Metropolitan State College of Denver September 2005 - September 2011
Everen Securities 1998 - 1999
Skills
Equity Valuation, Contract Negotiation, Investments, Portfolio Management, Asset Managment, Equity Research, Financial Modeling, Equities, Valuation, Financial Analysis, Investment Management, Investment Strategies, Mutual Funds, Capital Markets, Bloomberg, Investment Advisory, Financial Statement..., Asset Management
Education
Metropolitan State University of Denver
MS, Finance
Adrea Lipp's EVEREN Securities Experience 1993 - 1999
Job Wealth Management Professional
Industry Financial Services
Experience
Open Doors Organization January 2011 - Present
US Trust 2007 - 2009
LaSalle Bank 2000 - 2007
EVEREN Securities 1993 - 1999
Education
The University of Texas at Austin 1987 — 1991
BBA, Finance and International Business
DePaul University
MBA, Finance
Open Doors Organization January 2011 - Present
US Trust 2007 - 2009
LaSalle Bank 2000 - 2007
EVEREN Securities 1993 - 1999
Education
The University of Texas at Austin 1987 — 1991
BBA, Finance and International Business
DePaul University
MBA, Finance
Sally Moll, SPHR's EVEREN Securities Experience 1991 - 1999
Job Human Resources at Select Staffing/Staff Force
Industry Staffing and Recruiting
Experience
Select Staffing/Staff Force January 2000 - Present
EVEREN Securities 1991 - 1999
Skills
Recruiting, Staffing Services, Employee Benefits, Benefits Administration, Workers Compensation, Internet Recruiting, Employee Relations, Human Resources, Talent Acquisition, New Hire Orientations, HRIS, Claims Management, Technical Recruiting, Performance Management, PeopleSoft, Deferred Compensation, Temporary Placement, Training, Interviews, Customer Service, Temporary Staffing, Management, Team Building, Microsoft Word, Permanent Placement, Applicant Tracking..., Budgets, Microsoft Office, Screening Resumes, Recruitment Advertising, Account Management, Workers' Compensation..., Employee Training, Cold Calling, Talent Management, Screening, Sales, Project Management, FMLA, Resume Writing
Education
University of Illinois at Chicago
Select Staffing/Staff Force January 2000 - Present
EVEREN Securities 1991 - 1999
Skills
Recruiting, Staffing Services, Employee Benefits, Benefits Administration, Workers Compensation, Internet Recruiting, Employee Relations, Human Resources, Talent Acquisition, New Hire Orientations, HRIS, Claims Management, Technical Recruiting, Performance Management, PeopleSoft, Deferred Compensation, Temporary Placement, Training, Interviews, Customer Service, Temporary Staffing, Management, Team Building, Microsoft Word, Permanent Placement, Applicant Tracking..., Budgets, Microsoft Office, Screening Resumes, Recruitment Advertising, Account Management, Workers' Compensation..., Employee Training, Cold Calling, Talent Management, Screening, Sales, Project Management, FMLA, Resume Writing
Education
University of Illinois at Chicago
Aric Cleland's EVEREN Securities Experience 1995 - 1999
Job Vice President,Wealth Management at Northern Trust
Industry Financial Services
Experience
Northern Trust 2014 - Present
Goldman Sachs 2010 - 2014
Brean Murray, Carret & Co. 2008 - 2010
WR Hambrecht + Co 2003 - 2008
Wachovia Securities 1999 - 2003
EVEREN Securities 1995 - 1999
The Chicago Corporation 1987 - 1995
Skills
Wealth Management, Investments, Asset Management, Financial Services, High Net Worth..., Portfolio Management, Equities, Alternative Investments, Banking, Wealth, Financial Modeling
Education
University of Kansas 1983 — 1987
BS, Business
Northern Trust 2014 - Present
Goldman Sachs 2010 - 2014
Brean Murray, Carret & Co. 2008 - 2010
WR Hambrecht + Co 2003 - 2008
Wachovia Securities 1999 - 2003
EVEREN Securities 1995 - 1999
The Chicago Corporation 1987 - 1995
Skills
Wealth Management, Investments, Asset Management, Financial Services, High Net Worth..., Portfolio Management, Equities, Alternative Investments, Banking, Wealth, Financial Modeling
Education
University of Kansas 1983 — 1987
BS, Business
Robert Mellinger's EVEREN Securities Experience February 1998 - September 1999
Job Director, Citigroup Global Markets Inc.
Industry Investment Banking
Experience
Citigroup Global Markets Inc. July 2002 - Present
J.P. Morgan Securities Inc. September 1999 - June 2002
EVEREN Securities February 1998 - September 1999
Skills
Investment Banking, Finance, Bonds, Credit, Loans, Capital Markets, Financial Modeling
Education
Indiana University - Kelley School of Business 1992 — 1996
B.S., Finance
Northwood High School 1988 — 1992
Citigroup Global Markets Inc. July 2002 - Present
J.P. Morgan Securities Inc. September 1999 - June 2002
EVEREN Securities February 1998 - September 1999
Skills
Investment Banking, Finance, Bonds, Credit, Loans, Capital Markets, Financial Modeling
Education
Indiana University - Kelley School of Business 1992 — 1996
B.S., Finance
Northwood High School 1988 — 1992
Renan Sugarman's EVEREN Securities Experience 1994 - 2002
Job OwnerShareholder at Law Offices of Renan I. Sugarman, PC
Industry Law Practice
Experience
Law Offices of Renan I. Sugarman, PC May 2002 - Present
EVEREN Securities 1994 - 2002
Fishman and Merrick January 1989 - January 1994
Skills
Bankruptcy, Private Equity, Litigation, Commercial Litigation, Arbitration, Risk Management, Securities Regulation, Corporate Law, Microsoft Excel, Trade Secrets, Civil Litigation, Dispute Resolution, Alternative Investments, Management, Mergers & Acquisitions, Research, Corporate Governance, Mediation, Securities Litigation, Mergers, Securities, Intellectual Property, Estate Planning, Licensing, Nonprofits, Fraud, Class Actions, Capital Markets, FINRA, Financial Services, Due Diligence, Legal Research, Asset Management, Negotiation, Appeals, Microsoft Office, Equities, Contract Negotiation, Public Speaking, Joint Ventures, Venture Capital, Strategic Planning, Entrepreneurship, White Collar Criminal..., Customer Service, Courts, Employment Law, Start-ups, Litigation Support, Trials
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics
Law Offices of Renan I. Sugarman, PC May 2002 - Present
EVEREN Securities 1994 - 2002
Fishman and Merrick January 1989 - January 1994
Skills
Bankruptcy, Private Equity, Litigation, Commercial Litigation, Arbitration, Risk Management, Securities Regulation, Corporate Law, Microsoft Excel, Trade Secrets, Civil Litigation, Dispute Resolution, Alternative Investments, Management, Mergers & Acquisitions, Research, Corporate Governance, Mediation, Securities Litigation, Mergers, Securities, Intellectual Property, Estate Planning, Licensing, Nonprofits, Fraud, Class Actions, Capital Markets, FINRA, Financial Services, Due Diligence, Legal Research, Asset Management, Negotiation, Appeals, Microsoft Office, Equities, Contract Negotiation, Public Speaking, Joint Ventures, Venture Capital, Strategic Planning, Entrepreneurship, White Collar Criminal..., Customer Service, Courts, Employment Law, Start-ups, Litigation Support, Trials
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics
Debbie Hickey's EVEREN Securities Experience January 1991 - January 2000
Job Chief Administrative Officer at Millennium Advisors, LLC
Industry Financial Services
Experience
Millennium Advisors, LLC October 2012 - Present
Oyster Consulting, LLC May 2012 - September 2012
Deborah S. Knapp CPA January 2012 - May 2012
Seaside Vacations November 2004 - August 2011
LPL Financial May 2000 - January 2004
EVEREN Securities January 1991 - January 2000
Coopers & Lybrand September 1985 - December 1990
Skills
Real Estate, Strategic Planning, Accounting, Rentals, Management, Strategic Financial..., Financial Reporting, Financial Analysis, Executive Management, Due Diligence, Budgets, Process Improvement, Mergers, Auditing, Customer Service, Forecasting, Private Equity, Financial Planners, Series 27, 7, 63, 24, Banking, Finance, Mergers & Acquisitions
Education
Saint Mary's College 1981 — 1985
BBA, Accounting
Alentown Central Catholic HS 1978 — 1981
Millennium Advisors, LLC October 2012 - Present
Oyster Consulting, LLC May 2012 - September 2012
Deborah S. Knapp CPA January 2012 - May 2012
Seaside Vacations November 2004 - August 2011
LPL Financial May 2000 - January 2004
EVEREN Securities January 1991 - January 2000
Coopers & Lybrand September 1985 - December 1990
Skills
Real Estate, Strategic Planning, Accounting, Rentals, Management, Strategic Financial..., Financial Reporting, Financial Analysis, Executive Management, Due Diligence, Budgets, Process Improvement, Mergers, Auditing, Customer Service, Forecasting, Private Equity, Financial Planners, Series 27, 7, 63, 24, Banking, Finance, Mergers & Acquisitions
Education
Saint Mary's College 1981 — 1985
BBA, Accounting
Alentown Central Catholic HS 1978 — 1981
Larry Babyar's EVEREN Securities Experience 1994 - 1997
Job Operations Manager at Harris Associates
Industry Investment Management
Experience
Harris Associates November 2007 - Present
Harris Associates November 2005 - November 2007
Northern Trust April 2004 - November 2005
LaSalle Bank February 2002 - April 2004
LaSalle Bank March 2000 - April 2004
PPM America 1997 - 2000
EVEREN Securities 1994 - 1997
Education
Illinois State University 1984 — 1988
BS, Finance
Harris Associates November 2007 - Present
Harris Associates November 2005 - November 2007
Northern Trust April 2004 - November 2005
LaSalle Bank February 2002 - April 2004
LaSalle Bank March 2000 - April 2004
PPM America 1997 - 2000
EVEREN Securities 1994 - 1997
Education
Illinois State University 1984 — 1988
BS, Finance
David Persenaire's EVEREN Securities Experience 1991 - 1996
Job AVP at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2010 - Present
Terra Nova Financial November 2007 - November 2009
Cochran Caronia Waller April 2006 - October 2007
Terra Nova Trading November 2004 - April 2006
Wachovia Securities March 2004 - November 2004
Banc One Capital Markets June 2001 - March 2004
ABN Amro August 1998 - June 2001
NASD Regulation March 1996 - August 1998
Everen Securities 1991 - 1996
Skills
FINRA, Fixed Income, Investment Banking, Mortgage Lending, Series 24, Series 63, Series 7, Trading, Equities, AML, Mutual Funds, Investments, Capital Markets
Education
DePaul University
M.A., Economics
Calvin College
B.A., Economics
Morgan Stanley Smith Barney July 2010 - Present
Terra Nova Financial November 2007 - November 2009
Cochran Caronia Waller April 2006 - October 2007
Terra Nova Trading November 2004 - April 2006
Wachovia Securities March 2004 - November 2004
Banc One Capital Markets June 2001 - March 2004
ABN Amro August 1998 - June 2001
NASD Regulation March 1996 - August 1998
Everen Securities 1991 - 1996
Skills
FINRA, Fixed Income, Investment Banking, Mortgage Lending, Series 24, Series 63, Series 7, Trading, Equities, AML, Mutual Funds, Investments, Capital Markets
Education
DePaul University
M.A., Economics
Calvin College
B.A., Economics
David Steurer's EVEREN Securities Experience 1995 - 1998
Job Managing Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets 1998 - Present
Everen Securities 1995 - 1998
Dain Bosworth Inc. 1991 - 1995
Skills
Capital Markets, Investment Management, Financial Modeling, Equities, Investments, Hedge Funds, Equity Research, Valuation, Private Equity, Investment Banking, Alternative Investments, Bloomberg, Equity Valuation, Fixed Income
Education
University of Michigan 1982 — 1986
BA, Economics
The University of Chicago
MBA, Finance
RBC Capital Markets 1998 - Present
Everen Securities 1995 - 1998
Dain Bosworth Inc. 1991 - 1995
Skills
Capital Markets, Investment Management, Financial Modeling, Equities, Investments, Hedge Funds, Equity Research, Valuation, Private Equity, Investment Banking, Alternative Investments, Bloomberg, Equity Valuation, Fixed Income
Education
University of Michigan 1982 — 1986
BA, Economics
The University of Chicago
MBA, Finance
Stefan Haberer's EVEREN Securities Experience July 1996 - September 1996
Job Portfolio Manager, Petrus Asset Management
Industry Financial Services
Experience
Petrus Asset Management (The Perot Group) July 2011 - Present
W.H. Mell Associates, Inc. April 2004 - June 2011
William R. Hough & Co. December 1996 - February 2004
Everen Securities July 1996 - September 1996
Tucker Anthony July 1994 - June 1996
Prudential Investment Advisors November 1991 - July 1994
Standard and Poor's June 1988 - October 1991
Skills
Fixed Income, Bonds, Bloomberg, Series 7, Securities, Asset Managment, Portfolio Management, Investments, Public Finance, Asset Allocation, Mutual Funds, Investment Strategies, Asset Management, Alternative Investments, Hedge Funds, Mergers
Education
Manhattan College 1990 — 1992
MBA, Finance
Baruch College 1984 — 1988
BBA, Finance
Petrus Asset Management (The Perot Group) July 2011 - Present
W.H. Mell Associates, Inc. April 2004 - June 2011
William R. Hough & Co. December 1996 - February 2004
Everen Securities July 1996 - September 1996
Tucker Anthony July 1994 - June 1996
Prudential Investment Advisors November 1991 - July 1994
Standard and Poor's June 1988 - October 1991
Skills
Fixed Income, Bonds, Bloomberg, Series 7, Securities, Asset Managment, Portfolio Management, Investments, Public Finance, Asset Allocation, Mutual Funds, Investment Strategies, Asset Management, Alternative Investments, Hedge Funds, Mergers
Education
Manhattan College 1990 — 1992
MBA, Finance
Baruch College 1984 — 1988
BBA, Finance
Edward Dunleavy's EVEREN Securities Experience 1995 - 1999
Job President at Shepherdstown Battlefield Preservation Association Inc.
Industry Nonprofit Organization Management
Experience
Shepherdstown Battlefield Preservation Association Inc. October 2004 - Present
Gruntal Securities 1999 - 2001
EVEREN Securities 1995 - 1999
EVEREN Securities (now Wachovia Securities) 1995 - 1999
Salomon Brothers Inc 1981 - 1990
Skills
Investor Relations, Investments, Due Diligence, Mergers, Strategic Planning, Private Equity, Real Estate, Valuation, Team Building, Alternative Investments, Asset Managment, Managerial Finance, Public Speaking, Organizational..., Portfolio Management, Hedge Funds
Education
Rutgers, The State University of New Jersey-Newark 1961 — 1966
Graduate, Undergrad:Economics, MBA:Finance
Shepherdstown Battlefield Preservation Association Inc. October 2004 - Present
Gruntal Securities 1999 - 2001
EVEREN Securities 1995 - 1999
EVEREN Securities (now Wachovia Securities) 1995 - 1999
Salomon Brothers Inc 1981 - 1990
Skills
Investor Relations, Investments, Due Diligence, Mergers, Strategic Planning, Private Equity, Real Estate, Valuation, Team Building, Alternative Investments, Asset Managment, Managerial Finance, Public Speaking, Organizational..., Portfolio Management, Hedge Funds
Education
Rutgers, The State University of New Jersey-Newark 1961 — 1966
Graduate, Undergrad:Economics, MBA:Finance
Peter Stettler's EVEREN Securities Experience 1992 - 1998
Job Director at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets 2012 - Present
Ricondo & Associates 2008 - 2012
Fitch Ratings June 1998 - July 2008
EVEREN Securities 1992 - 1998
Skills
Municipal Bonds, Financial Analysis, Report Writing, Drafting Press Releases, Microsoft Excel, Financial Modeling, Client Presentation, Written & Oral..., Capital Markets, Bonds, Fixed Income, Management, Finance, Credit Analysis, Asset Management, Analysis, Investments, Securities, Investment Banking
Education
Northern Illinois University 1989 — 1991
MPA, Urban Management
Northern Illinois University 1986 — 1989
BS, Political Science
BMO Capital Markets 2012 - Present
Ricondo & Associates 2008 - 2012
Fitch Ratings June 1998 - July 2008
EVEREN Securities 1992 - 1998
Skills
Municipal Bonds, Financial Analysis, Report Writing, Drafting Press Releases, Microsoft Excel, Financial Modeling, Client Presentation, Written & Oral..., Capital Markets, Bonds, Fixed Income, Management, Finance, Credit Analysis, Asset Management, Analysis, Investments, Securities, Investment Banking
Education
Northern Illinois University 1989 — 1991
MPA, Urban Management
Northern Illinois University 1986 — 1989
BS, Political Science
Craig Mirsky's EVEREN Securities Experience 1993 - 2002
Job Manager, Data Network Operations at Sears Holdings Corporation
Industry Information Technology and Services
Experience
Sears Holdings Corporation August 2012 - Present
Morgan Stanley November 2009 - June 2012
Hawthorne Credit Union January 2005 - December 2008
Home2Business Technology Systems September 2002 - December 2004
Wachovia Corporation now part of Wells Fargo October 1996 - September 2002
EVEREN Securities 1993 - 2002
Wachovia Securities, LLC formerly First Union/EVEREN Securities June 1993 - October 1996
Education
University of Iowa - Henry B. Tippie College of Business
B.B.A, Management Information Systems
Sears Holdings Corporation August 2012 - Present
Morgan Stanley November 2009 - June 2012
Hawthorne Credit Union January 2005 - December 2008
Home2Business Technology Systems September 2002 - December 2004
Wachovia Corporation now part of Wells Fargo October 1996 - September 2002
EVEREN Securities 1993 - 2002
Wachovia Securities, LLC formerly First Union/EVEREN Securities June 1993 - October 1996
Education
University of Iowa - Henry B. Tippie College of Business
B.B.A, Management Information Systems
Jacqueline Drakes-Taylor's EVEREN Securities Experience 1991 - 2003
Job at West Corporation
Industry Restaurants
Experience
J&R's Caribbean Hut Cust Service RepWest CorporationNovember 2009 - Present
Everen Securities 1991 - 2003
Education
Robert Morris University - Illinois
Associate, Accounting
J&R's Caribbean Hut Cust Service RepWest CorporationNovember 2009 - Present
Everen Securities 1991 - 2003
Education
Robert Morris University - Illinois
Associate, Accounting
Dustin Rigsby's EVEREN Securities Experience November 1998 - June 1999
Job Institutional Investment Marketing Specialist at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial August 2004 - Present
Divine, Inc. April 2000 - May 2003
Everen Securities November 1998 - June 1999
Skills
Microsoft Excel, Marketing Strategy, Investment Management, Event Planning, Financial Services, Email Marketing, Project Management, Account Management, Financial Modeling, Strategic Planning, Salesforce.com, Customer Service, Social Media Marketing, Fundraising, Social Media, Relationship Management, Event Management, CRM, Corporate Communications, Social Networking, PowerPoint, ProTrack, Spanish, Adobe, Start-ups, Project Planning, Budgets, Management, Leadership, Sales, Advertising
Education
CFA Institute 2014 — 2015
Claritas® Investment Certificate
University of Colorado Denver 1996 — 1998
B.A., Political Science
Texas A&M University-Commerce 1993 — 1994
Round Rock High School 1989 — 1993
Mesirow Financial August 2004 - Present
Divine, Inc. April 2000 - May 2003
Everen Securities November 1998 - June 1999
Skills
Microsoft Excel, Marketing Strategy, Investment Management, Event Planning, Financial Services, Email Marketing, Project Management, Account Management, Financial Modeling, Strategic Planning, Salesforce.com, Customer Service, Social Media Marketing, Fundraising, Social Media, Relationship Management, Event Management, CRM, Corporate Communications, Social Networking, PowerPoint, ProTrack, Spanish, Adobe, Start-ups, Project Planning, Budgets, Management, Leadership, Sales, Advertising
Education
CFA Institute 2014 — 2015
Claritas® Investment Certificate
University of Colorado Denver 1996 — 1998
B.A., Political Science
Texas A&M University-Commerce 1993 — 1994
Round Rock High School 1989 — 1993
Dennis Klaeser's EVEREN Securities Experience 1994 - 2000
Job Chief Financial Officer at Talmer Bancorp, Inc.
Industry Banking
Experience
Talmer Bank & Trust, formerly First Michigan Bank May 2010 - Present
Raymond James April 2009 - May 2010
PrivateBancorp, Inc. April 2003 - March 2009
The PrivateBank and Trust Company 2003 - 2009
Arthur Andersen Corporate Finance 2000 - 2002
EVEREN Securities 1994 - 2000
Skills
Mergers, Commercial Lending, Restructuring, Banking, Credit, Financial Analysis, Risk Management, Due Diligence, Loans, Financial Modeling, Portfolio Management, Financial Reporting, Financial Risk, Asset Managment, Investments, Capital Markets, Finance, Derivatives, Cash Management, Corporate Finance, Mergers & Acquisitions, Strategic Financial..., Internal Controls
Education
Northwestern University - Kellogg School of Management 1988 — 1991
MBA, Finance and Management Policy
The University of Chicago 1981 — 1982
M.A., Public Policy
Lawrence University 1976 — 1980
B.A., Liberal Arts
Talmer Bank & Trust, formerly First Michigan Bank May 2010 - Present
Raymond James April 2009 - May 2010
PrivateBancorp, Inc. April 2003 - March 2009
The PrivateBank and Trust Company 2003 - 2009
Arthur Andersen Corporate Finance 2000 - 2002
EVEREN Securities 1994 - 2000
Skills
Mergers, Commercial Lending, Restructuring, Banking, Credit, Financial Analysis, Risk Management, Due Diligence, Loans, Financial Modeling, Portfolio Management, Financial Reporting, Financial Risk, Asset Managment, Investments, Capital Markets, Finance, Derivatives, Cash Management, Corporate Finance, Mergers & Acquisitions, Strategic Financial..., Internal Controls
Education
Northwestern University - Kellogg School of Management 1988 — 1991
MBA, Finance and Management Policy
The University of Chicago 1981 — 1982
M.A., Public Policy
Lawrence University 1976 — 1980
B.A., Liberal Arts
Jurate O'Brien's EVEREN Securities Experience 1992 - 2000
Job VP, Real Estate and Facilities Management at Byline Bank
Industry Construction
Experience
North Community Bank August 2013 - Present
Gallant January 2013 - August 2013
Gallant Building Solutions June 2012 - January 2013
Jones Lang LaSalle August 2010 - February 2012
Banco Popular 2002 - 2010
Johnson Controls 2000 - 2002
Everen securities 1992 - 2000
Skills
Contract Negotiation, Construction Management, Leases, Retail, Restructuring, Property Management, Lease Administration, Facilities Management, Site Selection, Tenant, Due Diligence, Real Estate, Negotiation, Strategic Planning, Budgeting, Corporate Real Estate, Team Building, Customer Relations, Vendor Management, Management Consulting, Real Estate Transactions, Capital Budgeting, Facilities Planning, Real Estate Development, Forecasting, Portfolio Management, Process Management, Dispositions, Location Intelligence, Budgets, Construction, Management, Mergers & Acquisitions, Contract Management, Project Management, Tenant Improvement, Shopping Centers, Finance, Commercial Real Estate, Real Estate Economics, Disposition
Education
University of Illinois at Chicago 1975 — 1980
BArch, Architecture
North Community Bank August 2013 - Present
Gallant January 2013 - August 2013
Gallant Building Solutions June 2012 - January 2013
Jones Lang LaSalle August 2010 - February 2012
Banco Popular 2002 - 2010
Johnson Controls 2000 - 2002
Everen securities 1992 - 2000
Skills
Contract Negotiation, Construction Management, Leases, Retail, Restructuring, Property Management, Lease Administration, Facilities Management, Site Selection, Tenant, Due Diligence, Real Estate, Negotiation, Strategic Planning, Budgeting, Corporate Real Estate, Team Building, Customer Relations, Vendor Management, Management Consulting, Real Estate Transactions, Capital Budgeting, Facilities Planning, Real Estate Development, Forecasting, Portfolio Management, Process Management, Dispositions, Location Intelligence, Budgets, Construction, Management, Mergers & Acquisitions, Contract Management, Project Management, Tenant Improvement, Shopping Centers, Finance, Commercial Real Estate, Real Estate Economics, Disposition
Education
University of Illinois at Chicago 1975 — 1980
BArch, Architecture
Bill Augerot's EVEREN Securities Experience 1992 - 1999
Job CPG Project Management Leader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo CPG - Project Management LeaderWells FargoJuly 2009 - Present
Wachovia, A Wells Fargo Company 2009 - 2009
Wachovia Corporation 2001 - 2009
Wachovia Bank 1999 - 2009
Everen Securities 1992 - 1999
Skills
Risk Management, Portfolio Management, Vendor Management, Program Management, Financial Analysis, Contract Negotiation, Project Management, Due Diligence, Asset Management, Leadership, Mergers & Acquisitions, Financial Services, Banking
Education
Georgetown University 1974 — 1978
AB, Government
Phillips Academy 1970 — 1974
Wells Fargo CPG - Project Management LeaderWells FargoJuly 2009 - Present
Wachovia, A Wells Fargo Company 2009 - 2009
Wachovia Corporation 2001 - 2009
Wachovia Bank 1999 - 2009
Everen Securities 1992 - 1999
Skills
Risk Management, Portfolio Management, Vendor Management, Program Management, Financial Analysis, Contract Negotiation, Project Management, Due Diligence, Asset Management, Leadership, Mergers & Acquisitions, Financial Services, Banking
Education
Georgetown University 1974 — 1978
AB, Government
Phillips Academy 1970 — 1974
Josh Kahan's EVEREN Securities Experience January 1999 - November 1999
Job Commercial Real Estate Broker at @properties
Industry Real Estate
Experience
@properties November 2013 - Present
Investors Playbook January 2013 - Present
Nelson Cash September 2011 - December 2012
AE January 2011 - August 2011
KB Real Estate, Inc. December 2009 - December 2010
C.O.T Investments November 2007 - September 2009
E*TRADE Financial July 2003 - October 2007
Morgan Stanley December 1999 - December 2002
EVEREN SECURITIES January 1999 - November 1999
G.V.R. COMPANY March 1997 - August 1998
Skills
Computers, People Skills, Networking, Trading, Market Research, Securities, Hedge Funds, Business Development, CRM, Sales, Mutual Funds, Alternative Investments, Private Equity, Portfolio Management, Investments, Equities, Finance, Bonds, Marketing, Options, Asset Management
Education
Loyola University
Criminal Justice/Police Science
Syracuse University
Criminal Justice and Sociology
@properties November 2013 - Present
Investors Playbook January 2013 - Present
Nelson Cash September 2011 - December 2012
AE January 2011 - August 2011
KB Real Estate, Inc. December 2009 - December 2010
C.O.T Investments November 2007 - September 2009
E*TRADE Financial July 2003 - October 2007
Morgan Stanley December 1999 - December 2002
EVEREN SECURITIES January 1999 - November 1999
G.V.R. COMPANY March 1997 - August 1998
Skills
Computers, People Skills, Networking, Trading, Market Research, Securities, Hedge Funds, Business Development, CRM, Sales, Mutual Funds, Alternative Investments, Private Equity, Portfolio Management, Investments, Equities, Finance, Bonds, Marketing, Options, Asset Management
Education
Loyola University
Criminal Justice/Police Science
Syracuse University
Criminal Justice and Sociology
Elisabeth Kabanas's EVEREN Securities Experience January 1994 - January 1995
Job Financial Services Professional
Industry Financial Services
Experience
Gatekeeper Systems, Inc July 2007 - November 2008
Hausmaninger Benoe Lang Alford & Geselowitz March 2005 - October 2008
Blackman Kallick Bartelstein September 2000 - October 2001
Stax Research October 1999 - September 2000
JP Morgan (formerly Bank One Corporation) January 1998 - January 1999
Morgan (formerly Bank One Corporation) July 1997 - January 1998
Everen Securities January 1994 - January 1995
Everen Securities(formerly Kemper Securities) January 1991 - January 1993
Skills
Strategy, Finance, Start-ups, Marketing, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance, Business Policy
INDIANA UNIVERSITY
B.S; B.A, Finance; Economics
Gatekeeper Systems, Inc July 2007 - November 2008
Hausmaninger Benoe Lang Alford & Geselowitz March 2005 - October 2008
Blackman Kallick Bartelstein September 2000 - October 2001
Stax Research October 1999 - September 2000
JP Morgan (formerly Bank One Corporation) January 1998 - January 1999
Morgan (formerly Bank One Corporation) July 1997 - January 1998
Everen Securities January 1994 - January 1995
Everen Securities(formerly Kemper Securities) January 1991 - January 1993
Skills
Strategy, Finance, Start-ups, Marketing, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance, Business Policy
INDIANA UNIVERSITY
B.S; B.A, Finance; Economics
Jim Ostach, C.F.A.'s EVEREN Securities Experience July 1992 - May 1996
Job Financial Adviser at Ostach Financial Group
Industry Investment Management
Experience
Ostach Financial Group., an Independent Firm July 2000 - Present
B.C. Ziegler July 1998 - June 2001
GS2Securities May 1996 - January 1999
Everen Securities July 1992 - May 1996
Cowen and Company August 1973 - July 1992
Equicon Investment Advisors January 1970 - August 1973
First National Bank of Chicago July 1965 - December 1969
Skills
Alternative Investments, Investments, Wealth Management, Asset Management, Equities, Asset Allocation, Investment Management, Financial Analysis, Portfolio Management, Estate Planning, Retirement Planning, Investment Strategies, Financial Modeling, Risk Management, Securities
Education
Northwestern University - Kellogg School of Management 1964 — 1965
M.B.A, Finance and Economics
University of Pennsylvania - The Wharton School 1960 — 1964
B.S, Economics, Finance
Ostach Financial Group., an Independent Firm July 2000 - Present
B.C. Ziegler July 1998 - June 2001
GS2Securities May 1996 - January 1999
Everen Securities July 1992 - May 1996
Cowen and Company August 1973 - July 1992
Equicon Investment Advisors January 1970 - August 1973
First National Bank of Chicago July 1965 - December 1969
Skills
Alternative Investments, Investments, Wealth Management, Asset Management, Equities, Asset Allocation, Investment Management, Financial Analysis, Portfolio Management, Estate Planning, Retirement Planning, Investment Strategies, Financial Modeling, Risk Management, Securities
Education
Northwestern University - Kellogg School of Management 1964 — 1965
M.B.A, Finance and Economics
University of Pennsylvania - The Wharton School 1960 — 1964
B.S, Economics, Finance
Emily Boyle's EVEREN Securities Experience 1995 - 1997
Job Managing Partner at Be Media LLC
Industry Writing and Editing
Experience
Be Media LLC 2006 - Present
Janus Capital Group 1997 - 2006
Everen Securities 1995 - 1997
WMMA fm 1993 - 1995
The Western Star 1991 - 1993
Skills
Copywriting, Editing, Marketing Communications, Corporate Communications, Executive-level..., Retail Marketing, Development Of..., Email Marketing, Digital Marketing, Strategic Communications, Marketing Strategy, Strategic Planning, Integrated Marketing, Social Media, Advertising, Social Media Marketing, Media Relations, Marketing, Creative Direction, Internal Communications, Membership Relations, Nonprofits
Education
Bowling Green State University 1987 — 1991
BS, Journalism, English
Be Media LLC 2006 - Present
Janus Capital Group 1997 - 2006
Everen Securities 1995 - 1997
WMMA fm 1993 - 1995
The Western Star 1991 - 1993
Skills
Copywriting, Editing, Marketing Communications, Corporate Communications, Executive-level..., Retail Marketing, Development Of..., Email Marketing, Digital Marketing, Strategic Communications, Marketing Strategy, Strategic Planning, Integrated Marketing, Social Media, Advertising, Social Media Marketing, Media Relations, Marketing, Creative Direction, Internal Communications, Membership Relations, Nonprofits
Education
Bowling Green State University 1987 — 1991
BS, Journalism, English
Don Andrews's EVEREN Securities Experience 1993 - 1999
Job Executive Adviser/Expert and Consultant
Industry Financial Services
Experience
Bates Group LLC July 2015 - Present
Bessemer Trust October 2002 - Present
Bates Group LLC 2015 - 2015
Van Kampen Investments 1999 - 2002
Everen Securities 1993 - 1999
US Securities and Exchange Commission 1988 - 1993
Skills
FINRA, Risk Management, Hedge Funds, Compliance, Asset Management, Private Equity, Investments, Series 7, Equities, Mutual Funds, Anti Money Laundering, Securities, Alternative Investments, Due Diligence, Financial Services, Capital Markets, Mergers & Acquisitions, Banking, Securities Regulation, Corporate Governance, Fixed Income, Derivatives, Finance, AML, SEC, Investment Management
Education
Elmhurst College
BA, Literature, Music
Harvard University
Masters Degree
Illinois Institute of Technology
Juris Doctor, Law
Bates Group LLC July 2015 - Present
Bessemer Trust October 2002 - Present
Bates Group LLC 2015 - 2015
Van Kampen Investments 1999 - 2002
Everen Securities 1993 - 1999
US Securities and Exchange Commission 1988 - 1993
Skills
FINRA, Risk Management, Hedge Funds, Compliance, Asset Management, Private Equity, Investments, Series 7, Equities, Mutual Funds, Anti Money Laundering, Securities, Alternative Investments, Due Diligence, Financial Services, Capital Markets, Mergers & Acquisitions, Banking, Securities Regulation, Corporate Governance, Fixed Income, Derivatives, Finance, AML, SEC, Investment Management
Education
Elmhurst College
BA, Literature, Music
Harvard University
Masters Degree
Illinois Institute of Technology
Juris Doctor, Law
Kathleen Catton's EVEREN Securities Experience August 1996 - August 1997
Job Principal at Feochadan Land Design
Industry Architecture & Planning
Experience
Feochadan Land Design January 2015 - Present
Presidio Trust January 2007 - December 2014
HFH Consulting August 1999 - January 2007
Napa County Council for Economic Opportunity August 1997 - August 1999
Everen Securities August 1996 - August 1997
Morgan Stanley Investment Management March 1993 - May 1996
The Greenbrier Companies October 1992 - March 1993
Cresent City Del Norte County Chamber of Commerce April 1981 - May 1991
Redwood National Park March 1973 - 1980
Skills
Relational Databases, Utility Rate Setting, Cost Recovery, Landscape Architecture, Budgets, Utility, Financial Analysis, Analysis, Finance, Auditing, Nonprofits, Project Planning, Urban Planning, Accounting, Grant Writing, Contract Management, Program Management, Grants, Rates, Forecasting, Sustainability
Education
University of California, Berkeley 1999 — 2008
Certificate, Landscape Architecture
Golden Gate University 1993 — 1996
M.B.A, Marketing
Humboldt State University 1969 — 1973
B.A., Botany
Colton Union High School 1965 — 1969
High School Diploma, Biology/Biological Sciences, General
Feochadan Land Design January 2015 - Present
Presidio Trust January 2007 - December 2014
HFH Consulting August 1999 - January 2007
Napa County Council for Economic Opportunity August 1997 - August 1999
Everen Securities August 1996 - August 1997
Morgan Stanley Investment Management March 1993 - May 1996
The Greenbrier Companies October 1992 - March 1993
Cresent City Del Norte County Chamber of Commerce April 1981 - May 1991
Redwood National Park March 1973 - 1980
Skills
Relational Databases, Utility Rate Setting, Cost Recovery, Landscape Architecture, Budgets, Utility, Financial Analysis, Analysis, Finance, Auditing, Nonprofits, Project Planning, Urban Planning, Accounting, Grant Writing, Contract Management, Program Management, Grants, Rates, Forecasting, Sustainability
Education
University of California, Berkeley 1999 — 2008
Certificate, Landscape Architecture
Golden Gate University 1993 — 1996
M.B.A, Marketing
Humboldt State University 1969 — 1973
B.A., Botany
Colton Union High School 1965 — 1969
High School Diploma, Biology/Biological Sciences, General
Brenda Ptach's EVEREN Securities Experience 1997 - 1999
Job Executive Assistant at The Marketing Store
Industry Marketing and Advertising
Experience
The Marketing Store 2003 - Present
Exelon Energy January 1998 - September 2001
EVEREN Securities 1997 - 1999
Key Auto Finance 1997 - 1998
Skills
Event Planning, Marketing Communications, Marketing, Event Management, Outlook, Social Media, Creative Direction, Direct Marketing, Public Relations, PowerPoint, Microsoft Excel, Social Networking
Education
Centro Escolar University
Lewis University
The Marketing Store 2003 - Present
Exelon Energy January 1998 - September 2001
EVEREN Securities 1997 - 1999
Key Auto Finance 1997 - 1998
Skills
Event Planning, Marketing Communications, Marketing, Event Management, Outlook, Social Media, Creative Direction, Direct Marketing, Public Relations, PowerPoint, Microsoft Excel, Social Networking
Education
Centro Escolar University
Lewis University
Don Lorenzetti's EVEREN Securities Experience 2000 - 2002
Job Manager at Capital One
Industry Financial Services
Experience
Capital One June 2001 - Present
Everen Securities 2000 - 2002
Wachovia Bank 1998 - 2001
GE Capital 1983 - 1998
Education
University of Massachusetts Boston 1976 — 1980
BA, Psychology/Business
Capital One June 2001 - Present
Everen Securities 2000 - 2002
Wachovia Bank 1998 - 2001
GE Capital 1983 - 1998
Education
University of Massachusetts Boston 1976 — 1980
BA, Psychology/Business
Mindy McKinnon's EVEREN Securities Experience September 1992 - December 1999
Job Procurement Manager
Industry Financial Services
Experience
Wachovia Corporation December 1999 - December 2010
Everen Securities September 1992 - December 1999
Kemper Securities, Inc July 1991 - September 1992
JSR Advertising Corporation, Chicago January 1990 - July 1991
Technical Reporting Corporation, Chicago March 1988 - January 1990
Watson & Watson May 1986 - August 1987
Skills
Procurement, Advertising, Purchasing, Management, Vendor Management, Process Improvement, Project Management, Leadership
Education
University of Arizona
Bachelor of Fine Arts, Graphic Design
University of Illinois at Urbana-Champaign
Industrial Design and Art History
Wachovia Corporation December 1999 - December 2010
Everen Securities September 1992 - December 1999
Kemper Securities, Inc July 1991 - September 1992
JSR Advertising Corporation, Chicago January 1990 - July 1991
Technical Reporting Corporation, Chicago March 1988 - January 1990
Watson & Watson May 1986 - August 1987
Skills
Procurement, Advertising, Purchasing, Management, Vendor Management, Process Improvement, Project Management, Leadership
Education
University of Arizona
Bachelor of Fine Arts, Graphic Design
University of Illinois at Urbana-Champaign
Industrial Design and Art History
JoAnne Gregorash's EVEREN Securities Experience September 1986 - December 1995
Job Administrative Assistant
Industry Financial Services
Experience
BMO Capital Markets GKST Inc May 1996 - December 2009
Everen Securities September 1986 - December 1995
Education
Elgin Community College
Accounting and Business
BMO Capital Markets GKST Inc May 1996 - December 2009
Everen Securities September 1986 - December 1995
Education
Elgin Community College
Accounting and Business
Lynn Grass's EVEREN Securities Experience 1992 - 1997
Job Brokerage Services Representative at Vanguard
Industry Financial Services
Experience
Vanguard October 2011 - Present
Nationwide Retirement Plans May 2006 - July 2011
Northwestern Mutual May 2003 - April 2006
U..S.Bancorp Piper Jaffrey 2000 - 2002
Midwest Professional Planners 1997 - 2000
Everen Securities 1992 - 1997
Skills
Long Term Care, Series 63, Retirement Planning, IRA's, Retirement, Insurance Planning, Series 7, Mutual Funds, SEP, 401k Rollovers, 401k, FINRA, Series 65, Estate Planning, Financial Planning, Investments, Investment Products, Wealth, Needs Analysis, Wealth Management, Asset Allocation, Insurance, Investment Strategies, Securities, Financial Advisory, Investment Advisory, ETFs, Health Insurance, Pensions, Stocks, Finance, IRAs
Education
Dominican High School 1971 — 1975
high school diploma
Grand Canyon University
Bachelor of Science (BS), Finance and Economics
Vanguard October 2011 - Present
Nationwide Retirement Plans May 2006 - July 2011
Northwestern Mutual May 2003 - April 2006
U..S.Bancorp Piper Jaffrey 2000 - 2002
Midwest Professional Planners 1997 - 2000
Everen Securities 1992 - 1997
Skills
Long Term Care, Series 63, Retirement Planning, IRA's, Retirement, Insurance Planning, Series 7, Mutual Funds, SEP, 401k Rollovers, 401k, FINRA, Series 65, Estate Planning, Financial Planning, Investments, Investment Products, Wealth, Needs Analysis, Wealth Management, Asset Allocation, Insurance, Investment Strategies, Securities, Financial Advisory, Investment Advisory, ETFs, Health Insurance, Pensions, Stocks, Finance, IRAs
Education
Dominican High School 1971 — 1975
high school diploma
Grand Canyon University
Bachelor of Science (BS), Finance and Economics
Vicki Wildman's EVEREN Securities Experience April 1996 - August 1997
Job Account Manager/Executive Recruiter at Executive Recruiters of Danville
Industry Human Resources
Experience
Executive Recruiters of Danville June 2013 - Present
J. Jill June 2010 - June 2013
Executive Recruiters of Danville October 2002 - June 2010
Charles Schwab November 1999 - October 2002
Bank of America October 1997 - November 1999
Everen Securities April 1996 - August 1997
Smith Barney November 1994 - April 1996
Skills
Recruiting, Sourcing, Employee Relations, Talent Acquisition, Performance Management, Interviews, Human Resources, Talent Management, Customer Service, Training, Visual Merchandising, Applicant Tracking..., Retail Buying, Client Development, Client Presentation, Client Education, Manage Client..., Management, Hiring, Onboarding, Personnel Management
Education
University of California, Berkeley 2010 — 2014
Human Resource Certification, Human Resources, With Distinction
San Francisco State University
Bachelor of Arts, Clothing and Textiles
Executive Recruiters of Danville June 2013 - Present
J. Jill June 2010 - June 2013
Executive Recruiters of Danville October 2002 - June 2010
Charles Schwab November 1999 - October 2002
Bank of America October 1997 - November 1999
Everen Securities April 1996 - August 1997
Smith Barney November 1994 - April 1996
Skills
Recruiting, Sourcing, Employee Relations, Talent Acquisition, Performance Management, Interviews, Human Resources, Talent Management, Customer Service, Training, Visual Merchandising, Applicant Tracking..., Retail Buying, Client Development, Client Presentation, Client Education, Manage Client..., Management, Hiring, Onboarding, Personnel Management
Education
University of California, Berkeley 2010 — 2014
Human Resource Certification, Human Resources, With Distinction
San Francisco State University
Bachelor of Arts, Clothing and Textiles
Deb Lampani's EVEREN Securities Experience September 1996 - March 1997
Job Administrative Assistant at Hudsonville Public Schools
Industry Education Management
Experience
Hudsonville Public Schools March 1997 - Present
Everen Securities September 1996 - March 1997
Skills
Microsoft Office, Administration, Administrative Support, Scheduling, Data Entry, Editing, Administrative..., Spreadsheets, Office Management, Process Scheduler, Administrative...
Education
Grand Rapids Community College 1969 — 1971
Hudsonville Public Schools March 1997 - Present
Everen Securities September 1996 - March 1997
Skills
Microsoft Office, Administration, Administrative Support, Scheduling, Data Entry, Editing, Administrative..., Spreadsheets, Office Management, Process Scheduler, Administrative...
Education
Grand Rapids Community College 1969 — 1971
Carol Capistrant's EVEREN Securities Experience March 1996 - April 1998
Job Partner at Crow's Nest Yachts
Industry Maritime
Experience
Crow's Nest Yachts March 2004 - Present
Wells Fargo January 2002 - March 2004
Capistrant Financial April 1998 - January 2002
Everen Securities March 1996 - April 1998
FormStreet September 1983 - March 1996
Cenex February 1978 - September 1983
Skills
Graphic Design, Management, CRM, Finance, Financial Services, Team Leadership, Investments, Budgets
Education
Minnesota State University, Mankato 2002 — 2004
Completed Certified Financial Planner Studies, Financial Planning and Services
University of MN 1976 — 1979
Graduate Studies, Architecture
Minneapolis College of Art and Design 1973 — 1976
BFA, Graphic Design
University of Minnesota-Twin Cities 1972 — 1973
Undergraduate, Design
Gustavus Adolphus College 1970 — 1972
Undergraduate, Fine Arts and Humanities
Crow's Nest Yachts March 2004 - Present
Wells Fargo January 2002 - March 2004
Capistrant Financial April 1998 - January 2002
Everen Securities March 1996 - April 1998
FormStreet September 1983 - March 1996
Cenex February 1978 - September 1983
Skills
Graphic Design, Management, CRM, Finance, Financial Services, Team Leadership, Investments, Budgets
Education
Minnesota State University, Mankato 2002 — 2004
Completed Certified Financial Planner Studies, Financial Planning and Services
University of MN 1976 — 1979
Graduate Studies, Architecture
Minneapolis College of Art and Design 1973 — 1976
BFA, Graphic Design
University of Minnesota-Twin Cities 1972 — 1973
Undergraduate, Design
Gustavus Adolphus College 1970 — 1972
Undergraduate, Fine Arts and Humanities
Joann Godbout's EVEREN Securities Experience 1996 - 2000
Job Vice PresidentPortfolio Operations Coordinator at First Trust Advisors
Industry Financial Services
Experience
First Trust Advisors L.P. January 2006 - Present
Segall Bryant & Hamill 2000 - 2004
Everen Securities 1996 - 2000
Skills
Project Management, Problem Solving, Operations Management, Client Billing, Process and Improvement..., Account Administration, General Investment..., Series 7, Series 65, Equities, Asset Allocation, Relationship Management, Series 63, Fixed Income, Financial Services, Portfolio Management, Asset Management
Education
Bradley University
Bachelor of Science, Management Information Systems
First Trust Advisors L.P. January 2006 - Present
Segall Bryant & Hamill 2000 - 2004
Everen Securities 1996 - 2000
Skills
Project Management, Problem Solving, Operations Management, Client Billing, Process and Improvement..., Account Administration, General Investment..., Series 7, Series 65, Equities, Asset Allocation, Relationship Management, Series 63, Fixed Income, Financial Services, Portfolio Management, Asset Management
Education
Bradley University
Bachelor of Science, Management Information Systems
Trent Feeney's EVEREN Securities Experience April 1998 - April 2000
Job Financial Analyst
Industry Consumer Services
Experience
n/a-freelance August 1992 - Present
Everen Securities April 1998 - April 2000
Skills
Sales, Manufacturing..., Real Estate Appraisal, Appraisals, Budgets, Customer Service, Finance, Financial Analysis, Financial Services, Forecasting, Investments, Leadership, Management, Manufacturing, Marketing, Microsoft Office, Negotiation, Process Improvement, Team Building, Training
Education
Miami University 1988 — 1992
Bachelor's degree, Finance, General
n/a-freelance August 1992 - Present
Everen Securities April 1998 - April 2000
Skills
Sales, Manufacturing..., Real Estate Appraisal, Appraisals, Budgets, Customer Service, Finance, Financial Analysis, Financial Services, Forecasting, Investments, Leadership, Management, Manufacturing, Marketing, Microsoft Office, Negotiation, Process Improvement, Team Building, Training
Education
Miami University 1988 — 1992
Bachelor's degree, Finance, General
Steven Hurwitz's EVEREN Securities Experience January 1995 - April 2001
Job Senior Vice President at Five Island Asset Management
Industry Financial Services
Experience
Five Island Asset Management December 2013 - Present
The PrinceRidge Group August 2010 - October 2013
Trilogy Capital January 2008 - December 2008
Omega Advisors November 2004 - December 2007
Haven's Advisors September 2001 - November 2004
EVEREN Securities January 1995 - April 2001
Bear Stearns July 1985 - September 1994
Skills
Fixed Income, Hedge Funds, Investment Banking, Capital Markets, Portfolio Management, Special Situations, Trading, Alternative Investments, High Yield, Asset Management
Education
Wharton School, University of Pennsylvania 1981 — 1985
Bachelor of Science (BS) - Economics, Finance and Decision Sciences
Five Island Asset Management December 2013 - Present
The PrinceRidge Group August 2010 - October 2013
Trilogy Capital January 2008 - December 2008
Omega Advisors November 2004 - December 2007
Haven's Advisors September 2001 - November 2004
EVEREN Securities January 1995 - April 2001
Bear Stearns July 1985 - September 1994
Skills
Fixed Income, Hedge Funds, Investment Banking, Capital Markets, Portfolio Management, Special Situations, Trading, Alternative Investments, High Yield, Asset Management
Education
Wharton School, University of Pennsylvania 1981 — 1985
Bachelor of Science (BS) - Economics, Finance and Decision Sciences
Eva Videkovich's EVEREN Securities Experience 1995 - 1996
Job New opportunities
Industry Consumer Services
Experience
Derse October 2000 - January 2015
Milwaukee Forge September 1997 - June 2000
Everen Securities 1995 - 1996
Skills
Accounts Receivable, Invoicing, Marketing, Marketing Strategy, Strategic Planning, Customer Service, Advertising, Event Management, Leadership, Marketing Communications, Sales, Trade Shows
Education
Milwaukee Area Technical College
Computerized Accounting Certificate, Accounting and Finance
West Allis Central
Derse October 2000 - January 2015
Milwaukee Forge September 1997 - June 2000
Everen Securities 1995 - 1996
Skills
Accounts Receivable, Invoicing, Marketing, Marketing Strategy, Strategic Planning, Customer Service, Advertising, Event Management, Leadership, Marketing Communications, Sales, Trade Shows
Education
Milwaukee Area Technical College
Computerized Accounting Certificate, Accounting and Finance
West Allis Central
Starwood Hotels & Resorts Worldwide, Inc.
Wells Fargo Advisors
Wells Fargo Advisors, LLC
Raytheon Missile Systems
Starwood Hotels & Resorts
Wachovia Securities, LLC
Carestream Health
Pershing