EVEREN Securities, Inc.
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, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at EVEREN Securities, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
EVEREN Securities, Inc. Salaries. You can even request information on how much does EVEREN Securities, Inc. pay if you want to. Learn about salaries, pros and cons of working for EVEREN Securities, Inc. directly from the past employees.
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EVEREN Securities, Inc. Employees
Employee
Years
Job
Industry
Christopher de Roulet Christopher de Roulet's EVEREN Securities, Inc. Experience January 1995 - March 1998
Job Chief Financial Officer
Industry Marketing and Advertising
Experience
Equinox Partners, LLC March 2014 - Present
Self-employed July 2013 - Present
Sea-n-Ski Properties, LLC January 2004 - Present
Intuit September 2006 - July 2013
Elite Network January 2002 - December 2004
TMP Worldwide June 2001 - December 2001
Management Solutions, Inc. April 1998 - June 2001
Everen Securities, Inc. January 1995 - March 1998
Monsanto Corporation January 1993 - December 1994
Chevron January 1988 - December 1993
Skills
Strategy, Strategic Planning, Business Development, Marketing, Management, Venture Capital, Finance, Public Relations, Start-ups, Process Improvement, Strategic Partnerships, Team Building, Cross-functional Team..., Sales Process, Account Management, CRM, Lead Generation, SaaS, Salesforce.com
Education
San Francisco State University 1978 — 1982
Bachelor of Applied Science (BASc), Double Major: Accounting and Finance
Golden Gate University
Accounting and Finance
Equinox Partners, LLC March 2014 - Present
Self-employed July 2013 - Present
Sea-n-Ski Properties, LLC January 2004 - Present
Intuit September 2006 - July 2013
Elite Network January 2002 - December 2004
TMP Worldwide June 2001 - December 2001
Management Solutions, Inc. April 1998 - June 2001
Everen Securities, Inc. January 1995 - March 1998
Monsanto Corporation January 1993 - December 1994
Chevron January 1988 - December 1993
Skills
Strategy, Strategic Planning, Business Development, Marketing, Management, Venture Capital, Finance, Public Relations, Start-ups, Process Improvement, Strategic Partnerships, Team Building, Cross-functional Team..., Sales Process, Account Management, CRM, Lead Generation, SaaS, Salesforce.com
Education
San Francisco State University 1978 — 1982
Bachelor of Applied Science (BASc), Double Major: Accounting and Finance
Golden Gate University
Accounting and Finance
Kristin Howe Kristin Howe's EVEREN Securities, Inc. Experience 1992 - 1999
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
Burland East, CFA Burland East, CFA's EVEREN Securities, Inc. Experience 1992 - 2000
Job Chief Executive Officer, American Assets Investment Management
Industry Real Estate
Experience
American Assets Capital Advisers, LLC, And American Assets Investment Management. LLC 2010 - Present
Ernst & Young December 2011 - Present
Excel Trust, Inc. 2010 - August 2015
USC Marshall School of Business 2003 - January 2015
Silver Portal Capital 2001 - 2010
Senior Resource Group 1996 - 2004
Wachovia Securities 2000 - 2001
EVEREN Securities, Inc. 1992 - 2000
National Association of Real Estate Investment Trusts 1998 - 1999
Brierley Investments Limited 1990 - 1992
Skills
Due Diligence, Residential Homes, Portfolio Management, Private Equity, REIT, Equities, Asset Managment, Hedge Funds, Real Estate, Asset Management, Capital Markets, Finance, Investment Management, Securities
Education
Loyola University Maryland 1982 — 1984
MBA, Finance
American Assets Capital Advisers, LLC, And American Assets Investment Management. LLC 2010 - Present
Ernst & Young December 2011 - Present
Excel Trust, Inc. 2010 - August 2015
USC Marshall School of Business 2003 - January 2015
Silver Portal Capital 2001 - 2010
Senior Resource Group 1996 - 2004
Wachovia Securities 2000 - 2001
EVEREN Securities, Inc. 1992 - 2000
National Association of Real Estate Investment Trusts 1998 - 1999
Brierley Investments Limited 1990 - 1992
Skills
Due Diligence, Residential Homes, Portfolio Management, Private Equity, REIT, Equities, Asset Managment, Hedge Funds, Real Estate, Asset Management, Capital Markets, Finance, Investment Management, Securities
Education
Loyola University Maryland 1982 — 1984
MBA, Finance
Andrew Smith, CPA / ABV Andrew Smith, CPA / ABV's EVEREN Securities, Inc. Experience 1993 - 1996
Job President at Houlihan Capital
Industry Investment Banking
Experience
Houlihan Capital September 1996 - Present
EVEREN Securities, Inc. 1993 - 1996
Geneva Capital Markets 1986 - 1993
Ernst & Young 1981 - 1984
Skills
Fairness Opinions, Solvency Opinions, Private Equity, Valuation, Mergers & Acquisitions, Corporate Finance, Investment Banking, Due Diligence, Business Valuation, Restructuring, Venture Capital, Hedge Funds, Alternative Investments, Structured Finance, Renewable Energy, Entrepreneurship, Financial Planning, Analysis
Education
Ohio Wesleyan University 1978 — 1982
BA, Economics and Accounting
Benedictine High School 1974 — 1978
College Prep
Houlihan Capital September 1996 - Present
EVEREN Securities, Inc. 1993 - 1996
Geneva Capital Markets 1986 - 1993
Ernst & Young 1981 - 1984
Skills
Fairness Opinions, Solvency Opinions, Private Equity, Valuation, Mergers & Acquisitions, Corporate Finance, Investment Banking, Due Diligence, Business Valuation, Restructuring, Venture Capital, Hedge Funds, Alternative Investments, Structured Finance, Renewable Energy, Entrepreneurship, Financial Planning, Analysis
Education
Ohio Wesleyan University 1978 — 1982
BA, Economics and Accounting
Benedictine High School 1974 — 1978
College Prep
Karen (Kiss) Murphy's EVEREN Securities, Inc. Experience June 1998 - July 1999
Job HR Director at MakeAWish America
Industry Human Resources
Experience
Make-A-Wish America January 2014 - Present
Ecolab February 2012 - December 2013
Ecolab September 2011 - February 2012
Nalco January 2010 - September 2011
Nalco January 2009 - January 2010
Nalco January 2006 - January 2009
Edelman July 2002 - January 2006
Weber Shandwick June 2000 - July 2002
Golin/Harris International July 1999 - June 2000
EVEREN Securities, Inc. June 1998 - July 1999
Skills
Talent Management, Performance Management, Employee Relations, Succession Planning, Organizational..., Recruiting, Human Resources, HR Policies, Training, Process Improvement, Leadership, Management, Strategic Planning, Team Leadership, Strategy, Talent Acquisition, Mergers & Acquisitions, Employee Benefits, Temporary Placement, Onboarding, Employee Engagement
Education
Quinlan School of Business, Loyola University Chicago 1998 — 2001
MS, HR, Human Resources
University of Illinois at Urbana-Champaign 1994 — 1998
BS, Human Resources and Family Studies
Make-A-Wish America January 2014 - Present
Ecolab February 2012 - December 2013
Ecolab September 2011 - February 2012
Nalco January 2010 - September 2011
Nalco January 2009 - January 2010
Nalco January 2006 - January 2009
Edelman July 2002 - January 2006
Weber Shandwick June 2000 - July 2002
Golin/Harris International July 1999 - June 2000
EVEREN Securities, Inc. June 1998 - July 1999
Skills
Talent Management, Performance Management, Employee Relations, Succession Planning, Organizational..., Recruiting, Human Resources, HR Policies, Training, Process Improvement, Leadership, Management, Strategic Planning, Team Leadership, Strategy, Talent Acquisition, Mergers & Acquisitions, Employee Benefits, Temporary Placement, Onboarding, Employee Engagement
Education
Quinlan School of Business, Loyola University Chicago 1998 — 2001
MS, HR, Human Resources
University of Illinois at Urbana-Champaign 1994 — 1998
BS, Human Resources and Family Studies
Nadine Philips Nadine Philips's EVEREN Securities, Inc. Experience 1994 - 1999
Job Commercial, Multi Family, & Investment Real Estate
Industry Financial Services
Experience
Jeff Sederberg REALTORS 2009 - Present
Wachovia Securities, LLC April 1994 - August 2009
Everen Securities, Inc. 1994 - 1999
Summit Financial Group 1991 - 1994
Kula Corporation 1986 - 1989
Skills
Data Warehousing, Oracle, Business Analysis, Equities, Capital Markets, .NET, Software Development, Portfolio Management, Mergers & Acquisitions, Investments, Real Estate, Financial Services
Education
Marquette University 1982 — 1986
BS, Finance, Computer Science
Greendale High School
Jeff Sederberg REALTORS 2009 - Present
Wachovia Securities, LLC April 1994 - August 2009
Everen Securities, Inc. 1994 - 1999
Summit Financial Group 1991 - 1994
Kula Corporation 1986 - 1989
Skills
Data Warehousing, Oracle, Business Analysis, Equities, Capital Markets, .NET, Software Development, Portfolio Management, Mergers & Acquisitions, Investments, Real Estate, Financial Services
Education
Marquette University 1982 — 1986
BS, Finance, Computer Science
Greendale High School
Eleanor Lipinski Eleanor Lipinski's EVEREN Securities, Inc. Experience March 1990 - May 1998
Job Business Manager at Ronald Knox Montessori School
Industry
Experience
Ronald Knox Montessori School August 2011 - Present
Moody's Investors Service October 2002 - February 2004
Legg Mason October 2000 - October 2002
Chicago Park District May 1998 - November 1999
EVEREN Securities, Inc. March 1990 - May 1998
Skills
Strategic Planning, Financial Analysis
Education
Loyola University Chicago 1984 — 1988
Bachelor of Science (BS), Finance
Ronald Knox Montessori School August 2011 - Present
Moody's Investors Service October 2002 - February 2004
Legg Mason October 2000 - October 2002
Chicago Park District May 1998 - November 1999
EVEREN Securities, Inc. March 1990 - May 1998
Skills
Strategic Planning, Financial Analysis
Education
Loyola University Chicago 1984 — 1988
Bachelor of Science (BS), Finance
Patti Steben Patti Steben's EVEREN Securities, Inc. Experience April 1996 - September 1997
Job Corporate & Securities Paralegal at Orbitz Worldwide
Industry Leisure, Travel & Tourism
Experience
Orbitz Worldwide July 2013 - Present
Dover Corporation May 2012 - July 2013
Evraz Inc NA September 2011 - May 2012
ATC Technology Corporation April 1999 - January 2011
Russell Reynolds September 1997 - January 1999
Everen Securities, Inc. April 1996 - September 1997
Barack, Ferrazzano, Kirschbaum & Nagelberg February 1989 - April 1996
Rosenberg & Liebentritt/Equity Group Investments July 1987 - February 1989
Goldberg Kohn Ltd. August 1984 - July 1987
Levy & Erens November 1980 - August 1984
Skills
Corporate Governance, Administration, Database Management, Employee Stock Options, Restricted Stock, EDGAR filings, Proxy Statements, Section 16, NYSE/SEC Filings, Salesforce, Teamworks, BoardVanrtage, Serengeti
Education
Lewis University 2004 — 2008
Bachelor's Degree, Business Administration, 4.0
Robert Morris University - Illinois 1979 — 1980
Associate's Degree, Legal Secretarial
Orbitz Worldwide July 2013 - Present
Dover Corporation May 2012 - July 2013
Evraz Inc NA September 2011 - May 2012
ATC Technology Corporation April 1999 - January 2011
Russell Reynolds September 1997 - January 1999
Everen Securities, Inc. April 1996 - September 1997
Barack, Ferrazzano, Kirschbaum & Nagelberg February 1989 - April 1996
Rosenberg & Liebentritt/Equity Group Investments July 1987 - February 1989
Goldberg Kohn Ltd. August 1984 - July 1987
Levy & Erens November 1980 - August 1984
Skills
Corporate Governance, Administration, Database Management, Employee Stock Options, Restricted Stock, EDGAR filings, Proxy Statements, Section 16, NYSE/SEC Filings, Salesforce, Teamworks, BoardVanrtage, Serengeti
Education
Lewis University 2004 — 2008
Bachelor's Degree, Business Administration, 4.0
Robert Morris University - Illinois 1979 — 1980
Associate's Degree, Legal Secretarial
Bruce Lewitas Bruce Lewitas's EVEREN Securities, Inc. Experience February 1997 - December 1999
Job Litigation UnitHead Financial Services
Industry Legal Services
Experience
Morgan Stanley Smith Barney July 2006 - Present
Lewitas & Associates, PC January 2000 - July 2006
EVEREN Securities, Inc. February 1997 - December 1999
US Securities and Exchange Commission August 1991 - February 1997
Skills
Litigation Management, Securities Litigation, Litigation, Commercial Litigation, Corporate Governance, Securities, Securities Regulation, Corporate Law, FINRA, Capital Markets, Civil Litigation, Due Diligence, Legal Research, Legal Writing
Education
University of Chicago GSB 2003 — 2006
MBA, Finance, Accounting
Chicago-Kent College of Law, Illinois Institute of Technology 1988 — 1991
JD, Law
Michigan State University 1983 — 1988
B.A., Advertising
Morgan Stanley Smith Barney July 2006 - Present
Lewitas & Associates, PC January 2000 - July 2006
EVEREN Securities, Inc. February 1997 - December 1999
US Securities and Exchange Commission August 1991 - February 1997
Skills
Litigation Management, Securities Litigation, Litigation, Commercial Litigation, Corporate Governance, Securities, Securities Regulation, Corporate Law, FINRA, Capital Markets, Civil Litigation, Due Diligence, Legal Research, Legal Writing
Education
University of Chicago GSB 2003 — 2006
MBA, Finance, Accounting
Chicago-Kent College of Law, Illinois Institute of Technology 1988 — 1991
JD, Law
Michigan State University 1983 — 1988
B.A., Advertising
Marc Giordano's EVEREN Securities, Inc. Experience November 1997 - August 1999
Job Graphics and Animation Programmer
Industry Computer Games
Experience
Mimic Technologies Inc 2011 - Present
Firaxis Games January 2007 - July 2010
DePaul University July 2002 - January 2007
Gruntal & Co., L.L.C. August 1999 - November 2001
EVEREN Securities, Inc. November 1997 - August 1999
Skills
Game Development, Video Games, Computer Graphics, Shaders, PS3, Xbox 360, Unreal Engine 3, OGRE, DirectX, OpenGL, C++, C, Lua, Python, Perforce
Education
DePaul University
MSCS, Computer Science, Graphics
NIACC
AA, Physics, Mathematics
University of Northern Iowa
BFA, Music, Theater, Recording Engineering
Mimic Technologies Inc 2011 - Present
Firaxis Games January 2007 - July 2010
DePaul University July 2002 - January 2007
Gruntal & Co., L.L.C. August 1999 - November 2001
EVEREN Securities, Inc. November 1997 - August 1999
Skills
Game Development, Video Games, Computer Graphics, Shaders, PS3, Xbox 360, Unreal Engine 3, OGRE, DirectX, OpenGL, C++, C, Lua, Python, Perforce
Education
DePaul University
MSCS, Computer Science, Graphics
NIACC
AA, Physics, Mathematics
University of Northern Iowa
BFA, Music, Theater, Recording Engineering
Arely Ledezma (Cerda)'s EVEREN Securities, Inc. Experience 1996 - 1998
Job AVP Business Systems Analyst at Wachovia Securities
Industry Financial Services
Experience
Wells Fargo Advisors 2003 - Present
Wachovia Securities (formerly First Union Securities) 1999 - 2003
Wachovia Securities (formerly EVEREN Securities) 1998 - 1999
EVEREN Securities, Inc. 1996 - 1998
Education
University of Illinois at Urbana-Champaign 1993 — 1995
Liberal Arts
Wells Fargo Advisors 2003 - Present
Wachovia Securities (formerly First Union Securities) 1999 - 2003
Wachovia Securities (formerly EVEREN Securities) 1998 - 1999
EVEREN Securities, Inc. 1996 - 1998
Education
University of Illinois at Urbana-Champaign 1993 — 1995
Liberal Arts
JONATHAN REINSDORF's EVEREN Securities, Inc. Experience 1998 - 1999
Job President at FroogaliT
Industry Financial Services
Experience
FroogaliT 2012 - Present
TripleShot LLC March 2014 - Present
The Education Alliance 2007 - Present
Stonegate Development Partners, LLC 2005 - Present
Michigan Avenue Real Estate Group 2009 - 2013
Mesirow Financial 1999 - 2002
EVEREN Securities, Inc. 1998 - 1999
Katten Muchin & Zavis 1995 - 1998
Skills
Online Payment Solutions, Connectivity, Strategic Thinking, Mobile Payments, Credit Card Transaction..., Business Development, Strategic Partnerships, Business Strategy, Sales, Management, Strategic Planning, Strategy, Finance, Marketing Strategy, Mergers, Mergers & Acquisitions, Executive Management, Start-ups
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Finance and Accounting
Northwestern University School of Law 1992 — 1995
JD
University of Arizona 1988 — 1992
BA, Finance
FroogaliT 2012 - Present
TripleShot LLC March 2014 - Present
The Education Alliance 2007 - Present
Stonegate Development Partners, LLC 2005 - Present
Michigan Avenue Real Estate Group 2009 - 2013
Mesirow Financial 1999 - 2002
EVEREN Securities, Inc. 1998 - 1999
Katten Muchin & Zavis 1995 - 1998
Skills
Online Payment Solutions, Connectivity, Strategic Thinking, Mobile Payments, Credit Card Transaction..., Business Development, Strategic Partnerships, Business Strategy, Sales, Management, Strategic Planning, Strategy, Finance, Marketing Strategy, Mergers, Mergers & Acquisitions, Executive Management, Start-ups
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Finance and Accounting
Northwestern University School of Law 1992 — 1995
JD
University of Arizona 1988 — 1992
BA, Finance
Ken Koranda's EVEREN Securities, Inc. Experience November 1991 - September 2000
Job Retired at Oak Park, Illinois
Industry Law Practice
Experience
Oak Park, Illinois February 2013 - Present
Ace Hardware Corporation June 2007 - February 2013
Equity Office Properties Trust January 2003 - April 2007
Alliant Foodservice, Inc. September 2000 - February 2002
EVEREN Securities, Inc. November 1991 - September 2000
Beatrice Company March 1987 - December 1990
Kemper Group January 1985 - February 1987
Skills
Real Estate, Due Diligence, Negotiation, Mergers, Contract Negotiation, Strategic Planning, Asset Managment, Risk Management, Legal Writing, Change Management, Contract Management, Procurement, Budgets, Team Building, Training, Project Management, Legal Research, Investments, Process Improvement, Private Equity, Mergers & Acquisitions, Real Estate Transactions, Management, Litigation Management, Corporate Law
Education
Loyola University Chicago School of Law 1980 — 1984
Doctor of Law (JD)
Loyola University Chicago 1971 — 1975
BBA, Management
Oak Park, Illinois February 2013 - Present
Ace Hardware Corporation June 2007 - February 2013
Equity Office Properties Trust January 2003 - April 2007
Alliant Foodservice, Inc. September 2000 - February 2002
EVEREN Securities, Inc. November 1991 - September 2000
Beatrice Company March 1987 - December 1990
Kemper Group January 1985 - February 1987
Skills
Real Estate, Due Diligence, Negotiation, Mergers, Contract Negotiation, Strategic Planning, Asset Managment, Risk Management, Legal Writing, Change Management, Contract Management, Procurement, Budgets, Team Building, Training, Project Management, Legal Research, Investments, Process Improvement, Private Equity, Mergers & Acquisitions, Real Estate Transactions, Management, Litigation Management, Corporate Law
Education
Loyola University Chicago School of Law 1980 — 1984
Doctor of Law (JD)
Loyola University Chicago 1971 — 1975
BBA, Management
Janet Angstadt's EVEREN Securities, Inc. Experience May 1997 - September 1999
Job Partner at Katten Muchin Rosenman
Industry Law Practice
Experience
Katten Muchin Rosenman March 2007 - Present
NYSE Arca, Inc. February 2006 - February 2007
Archipelago Holdings, Inc. October 1999 - February 2006
EVEREN Securities, Inc. May 1997 - September 1999
Schiff Hardin LLP September 1994 - April 1997
U.S. Securities and Exchange Commission September 1990 - August 1994
Education
DePaul University College of Law 1987 — 1990
J.D., Law
St. Olaf College 1983 — 1986
Katten Muchin Rosenman March 2007 - Present
NYSE Arca, Inc. February 2006 - February 2007
Archipelago Holdings, Inc. October 1999 - February 2006
EVEREN Securities, Inc. May 1997 - September 1999
Schiff Hardin LLP September 1994 - April 1997
U.S. Securities and Exchange Commission September 1990 - August 1994
Education
DePaul University College of Law 1987 — 1990
J.D., Law
St. Olaf College 1983 — 1986
Jerry Pickar's EVEREN Securities, Inc. Experience 1994 - 2000
Job JPICKAR Wealth Management
Industry Investment Management
Experience
Ice Hockey Goalie Coach & Scout August 2010 - Present
JPICKAR Wealth Management December 2005 - Present
UW-Superior Alumni & Foundation September 2002 - June 2008
Smith Barney June 2000 - December 2005
Seattle Mental Health 1998 - 2002
EVEREN Securities, Inc. 1994 - 2000
Merrill Lynch June 1990 - November 1994
LaBounty Manufacturing January 1989 - June 1990
Skills
Wealth Management, Investment Advisory, Strategic Financial..., Portfolio Management, Asset Managment, Retirement Planning, Estate Planning, Risk Management, Asset Allocation, Insurance, 401k Rollovers, 401k, Financial Planners, IRAs, Strategic Planning, Public Speaking, Leadership, Coaching, Team Leadership, Team Management, Team Building
Education
University of Wisconsin-Superior 1986 — 1989
BA, Marketing & Management
Northern Michigan University 1984 — 1986
General
The College of St. Scholastica 1983 — 1984
General
Duluth East High School 1981 — 1983
Duluth Cathedral High School
Ice Hockey Goalie Coach & Scout August 2010 - Present
JPICKAR Wealth Management December 2005 - Present
UW-Superior Alumni & Foundation September 2002 - June 2008
Smith Barney June 2000 - December 2005
Seattle Mental Health 1998 - 2002
EVEREN Securities, Inc. 1994 - 2000
Merrill Lynch June 1990 - November 1994
LaBounty Manufacturing January 1989 - June 1990
Skills
Wealth Management, Investment Advisory, Strategic Financial..., Portfolio Management, Asset Managment, Retirement Planning, Estate Planning, Risk Management, Asset Allocation, Insurance, 401k Rollovers, 401k, Financial Planners, IRAs, Strategic Planning, Public Speaking, Leadership, Coaching, Team Leadership, Team Management, Team Building
Education
University of Wisconsin-Superior 1986 — 1989
BA, Marketing & Management
Northern Michigan University 1984 — 1986
General
The College of St. Scholastica 1983 — 1984
General
Duluth East High School 1981 — 1983
Duluth Cathedral High School
Amanda Malburg's EVEREN Securities, Inc. Experience August 1996 - February 1999
Job Director, Tax & Project Manager at MORSCO
Industry Wholesale
Experience
MORSCO March 2015 - Present
Rexel Holdings USA Corp. (Parent to Rexel, Inc. and General Supply & Services, Inc.) March 2008 - March 2015
International Electric Supply Corp. (Parent to Rexel, Inc. and General Supply & Services, Inc.) January 2008 - February 2008
Rexel August 2006 - December 2007
Rexel April 2004 - August 2006
B27 Resources, Inc. (Previously known as Rosewood Equipment) October 2002 - April 2004
Rosewood Equipment Company February 1999 - October 2002
Everen Securities, Inc. August 1996 - February 1999
Education
University of Texas at Dallas - Naveen Jindal School of Management 2003 — 2005
MS, Accounting
Texas A&M University 1992 — 1996
BS, Accounting
MORSCO March 2015 - Present
Rexel Holdings USA Corp. (Parent to Rexel, Inc. and General Supply & Services, Inc.) March 2008 - March 2015
International Electric Supply Corp. (Parent to Rexel, Inc. and General Supply & Services, Inc.) January 2008 - February 2008
Rexel August 2006 - December 2007
Rexel April 2004 - August 2006
B27 Resources, Inc. (Previously known as Rosewood Equipment) October 2002 - April 2004
Rosewood Equipment Company February 1999 - October 2002
Everen Securities, Inc. August 1996 - February 1999
Education
University of Texas at Dallas - Naveen Jindal School of Management 2003 — 2005
MS, Accounting
Texas A&M University 1992 — 1996
BS, Accounting
Douglas K. Harman, CFA, CPA's EVEREN Securities, Inc. Experience 1995 - 1999
Job President, Harman Investment Advisors
Industry Investment Management
Experience
Harman Investment Advisors 1990 - Present
EVEREN Securities, Inc. 1995 - 1999
Illinois Institute of Technology 1993 - 1999
Northern Trust 1987 - 1989
First Chicago Investment Advisors 1981 - 1987
Skills
Portfolio Management, Equities, Management, Finance, Training, Retirement, Investments, Series 7, Asset Management, Securities, Alternative Investments, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Estate Planning, Mergers & Acquisitions, Retirement Planning, Private Equity, 401k
Education
University of Nebraska-Lincoln
M.A. Degree, 1980, Major, finance; Minor, accounting
University of Nebraska-Lincoln
B.S Degree, 1971, Major, finance; Minor, accounting
Harman Investment Advisors 1990 - Present
EVEREN Securities, Inc. 1995 - 1999
Illinois Institute of Technology 1993 - 1999
Northern Trust 1987 - 1989
First Chicago Investment Advisors 1981 - 1987
Skills
Portfolio Management, Equities, Management, Finance, Training, Retirement, Investments, Series 7, Asset Management, Securities, Alternative Investments, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Estate Planning, Mergers & Acquisitions, Retirement Planning, Private Equity, 401k
Education
University of Nebraska-Lincoln
M.A. Degree, 1980, Major, finance; Minor, accounting
University of Nebraska-Lincoln
B.S Degree, 1971, Major, finance; Minor, accounting
Doug Fear's EVEREN Securities, Inc. Experience August 1990 - March 1996
Job Owner, Thermagen Power Group, LLC
Industry Utilities
Experience
Thermagen Power Group, LLC December 2004 - Present
United Air Lines, Inc. June 2005 - October 2005
Nations Energy Holdings, LLC March 2001 - December 2004
Wheeling-Pittsburgh Steel Corporation March 2002 - August 2003
Cleveland Municipal School District September 1998 - March 2001
KeyBanc Capital Markets March 1996 - March 2001
EVEREN Securities, Inc. August 1990 - March 1996
Skills
Strategic Leadership, Financial Forecasting, Balance Sheet Management, Debt Restructuring, Mergers & Acquisitions, Power Project..., Debt & Equity Financing, Litigation Management, Expert Witness, Government Relations, Insurance Procurement, New Business Development, Large Capital Projects, Turn Around Management, Investment Banking, Municipal Bonds, Project Finance, Operating Budgets, Bankruptcy
Education
Michigan State University 1986 — 1989
Bachelor of Arts (B.A.), Economics
Thermagen Power Group, LLC December 2004 - Present
United Air Lines, Inc. June 2005 - October 2005
Nations Energy Holdings, LLC March 2001 - December 2004
Wheeling-Pittsburgh Steel Corporation March 2002 - August 2003
Cleveland Municipal School District September 1998 - March 2001
KeyBanc Capital Markets March 1996 - March 2001
EVEREN Securities, Inc. August 1990 - March 1996
Skills
Strategic Leadership, Financial Forecasting, Balance Sheet Management, Debt Restructuring, Mergers & Acquisitions, Power Project..., Debt & Equity Financing, Litigation Management, Expert Witness, Government Relations, Insurance Procurement, New Business Development, Large Capital Projects, Turn Around Management, Investment Banking, Municipal Bonds, Project Finance, Operating Budgets, Bankruptcy
Education
Michigan State University 1986 — 1989
Bachelor of Arts (B.A.), Economics
Christiana Moffa's EVEREN Securities, Inc. Experience September 1997 - October 1999
Job Property Manager at Steiner + Associates
Industry Real Estate
Experience
Steiner + Associates March 2015 - Present
Ivan Kane's Royal Jelly Burlesque Nightclub November 2011 - September 2014
Cap Equity Realty July 2010 - December 2011
CNM Consulting Inc. June 2008 - December 2011
Prendergast & Associates January 2011 - August 2011
Growthink April 2008 - April 2010
Ivan Kane Enterprises, Inc. January 2006 - January 2008
General Growth Properties September 1999 - May 2005
Aquent, LLC 2005 - 2005
EVEREN Securities, Inc. September 1997 - October 1999
Skills
Corporate Development, Operational Planning, Real Estate Development, Real Estate, Investor Relations, Retail, Investment Banking, Business Planning, Business Development, Business Strategy, Customer Satisfaction, Due Diligence, Entrepreneurship, Finance, Financial Analysis, Leadership, Management, Marketing, Mergers & Acquisitions, New Business Development, Private Equity, Start-ups, Strategic Planning, Strategy, Venture Capital, Strategic Partnerships, Restaurant Management, Nightclub, Nightlife
Education
Miami University 1989 — 1993
B.A., International Studies
The Johns Hopkins University - Carey Business School
Master of Business Administration (MBA), International Business
Steiner + Associates March 2015 - Present
Ivan Kane's Royal Jelly Burlesque Nightclub November 2011 - September 2014
Cap Equity Realty July 2010 - December 2011
CNM Consulting Inc. June 2008 - December 2011
Prendergast & Associates January 2011 - August 2011
Growthink April 2008 - April 2010
Ivan Kane Enterprises, Inc. January 2006 - January 2008
General Growth Properties September 1999 - May 2005
Aquent, LLC 2005 - 2005
EVEREN Securities, Inc. September 1997 - October 1999
Skills
Corporate Development, Operational Planning, Real Estate Development, Real Estate, Investor Relations, Retail, Investment Banking, Business Planning, Business Development, Business Strategy, Customer Satisfaction, Due Diligence, Entrepreneurship, Finance, Financial Analysis, Leadership, Management, Marketing, Mergers & Acquisitions, New Business Development, Private Equity, Start-ups, Strategic Planning, Strategy, Venture Capital, Strategic Partnerships, Restaurant Management, Nightclub, Nightlife
Education
Miami University 1989 — 1993
B.A., International Studies
The Johns Hopkins University - Carey Business School
Master of Business Administration (MBA), International Business
Joseph Lunkes's EVEREN Securities, Inc. Experience 1993 - 1999
Job Managing Director at Houlihan Capital
Industry Investment Banking
Experience
Houlihan Capital 2010 - Present
Houlihan Smith & Co. 2007 - 2010
McGladrey Capital Markets 2005 - 2007
Printing Industry 2002 - 2005
Dresner Partners 1999 - 2002
EVEREN Securities, Inc. 1993 - 1999
Geneva Capital Markets 1988 - 1993
Lane Industries, Inc. 1985 - 1988
Continental Illinois Bank 1980 - 1985
PriceWaterhouse & Co. 1977 - 1979
Skills
Private Equity, Investment Banking, Valuation, Corporate Development, Mergers, Mergers & Acquisitions, LBO, M&A experience, Venture Capital, Business Valuation, Corporate Finance, Capital Markets, Due Diligence, Hedge Funds, Restructuring, Financial Modeling, Financial Analysis, Crowdsourcing, Crowdfunding
Education
Northwestern University - Kellogg School of Management 1979 — 1980
MBA, Marketing & Finance
Loyola University Chicago 1973 — 1977
BBA, Accounting
Notre Dame High School
Houlihan Capital 2010 - Present
Houlihan Smith & Co. 2007 - 2010
McGladrey Capital Markets 2005 - 2007
Printing Industry 2002 - 2005
Dresner Partners 1999 - 2002
EVEREN Securities, Inc. 1993 - 1999
Geneva Capital Markets 1988 - 1993
Lane Industries, Inc. 1985 - 1988
Continental Illinois Bank 1980 - 1985
PriceWaterhouse & Co. 1977 - 1979
Skills
Private Equity, Investment Banking, Valuation, Corporate Development, Mergers, Mergers & Acquisitions, LBO, M&A experience, Venture Capital, Business Valuation, Corporate Finance, Capital Markets, Due Diligence, Hedge Funds, Restructuring, Financial Modeling, Financial Analysis, Crowdsourcing, Crowdfunding
Education
Northwestern University - Kellogg School of Management 1979 — 1980
MBA, Marketing & Finance
Loyola University Chicago 1973 — 1977
BBA, Accounting
Notre Dame High School
Lindy Westerfeld's EVEREN Securities, Inc. Experience July 1990 - September 1999
Job PastPresident at Rotary Mt. Prospect/Arlington Heights Sunrise
Industry Renewables & Environment
Experience
Green Gardens Landscape & Installation, Inc. February 2010 - Present
Green Gardens Landscape & Installation, Inc. February 2010 - Present
Midwest Ecological Landscaping Assn. April 2009 - Present
Rotary Mt. Prospect/Arlington Heights Sunrise July 2013 - June 2014
Rooney Landscape, Inc. April 2005 - January 2009
Milieu Design, Inc. February 2003 - April 2005
CCC of Chicago January 2000 - December 2002
Everen Securities, Inc. July 1990 - September 1999
Skills
Landscaping, Project Management, Sales, Public Speaking, Microsoft Office, Budgets, Sustainability, Inventory Management, Training, Fundraising, Strategic Planning, Management, Marketing, Microsoft Excel, Networking, Event Planning, SEO, Research, Customer Service, Energy, Leadership, Sustainable Design, Microsoft Word
Education
Triton-College 2002 — 2004
A.A., Horticulture and Landscape Design
Mundelein College (Loyola Univ) 1979 — 1981
Bachelor of Arts, Industrial Psychology & Sociology
Green Gardens Landscape & Installation, Inc. February 2010 - Present
Green Gardens Landscape & Installation, Inc. February 2010 - Present
Midwest Ecological Landscaping Assn. April 2009 - Present
Rotary Mt. Prospect/Arlington Heights Sunrise July 2013 - June 2014
Rooney Landscape, Inc. April 2005 - January 2009
Milieu Design, Inc. February 2003 - April 2005
CCC of Chicago January 2000 - December 2002
Everen Securities, Inc. July 1990 - September 1999
Skills
Landscaping, Project Management, Sales, Public Speaking, Microsoft Office, Budgets, Sustainability, Inventory Management, Training, Fundraising, Strategic Planning, Management, Marketing, Microsoft Excel, Networking, Event Planning, SEO, Research, Customer Service, Energy, Leadership, Sustainable Design, Microsoft Word
Education
Triton-College 2002 — 2004
A.A., Horticulture and Landscape Design
Mundelein College (Loyola Univ) 1979 — 1981
Bachelor of Arts, Industrial Psychology & Sociology
Margaret Dioguardi's EVEREN Securities, Inc. Experience 1997 - 1999
Job Senior Consultant at Rebound Solutions
Industry Marketing and Advertising
Experience
Rebound Solutions February 2014 - Present
Consulting September 2013 - February 2014
Volunteer February 2013 - September 2013
Alem International Management July 2012 - January 2013
Twin Cities Automotive December 2007 - October 2011
Motorwerks BMW/MINI December 2006 - December 2007
Rake Publishing September 2003 - December 2006
Twin Cities Fine Arts Organization 2004 - 2004
LarsonAllen Financial LLC 1999 - 2002
Everen Securities, Inc. 1997 - 1999
Skills
Event Management, Social Media, Email Marketing, Advertising, Event Planning, Brand Development, Brand Management, Account Management, Promotions, Sponsorship Programs, Marketing Strategy, Leadership, Management, CRM, Project Management, Marketing Communications, Budgets, Nonprofits, Integrated Marketing, Public Relations, Direct Marketing, Sponsorship, Brand Awareness, Digital Marketing
Education
Edina High School
Marquette University
BA
Rebound Solutions February 2014 - Present
Consulting September 2013 - February 2014
Volunteer February 2013 - September 2013
Alem International Management July 2012 - January 2013
Twin Cities Automotive December 2007 - October 2011
Motorwerks BMW/MINI December 2006 - December 2007
Rake Publishing September 2003 - December 2006
Twin Cities Fine Arts Organization 2004 - 2004
LarsonAllen Financial LLC 1999 - 2002
Everen Securities, Inc. 1997 - 1999
Skills
Event Management, Social Media, Email Marketing, Advertising, Event Planning, Brand Development, Brand Management, Account Management, Promotions, Sponsorship Programs, Marketing Strategy, Leadership, Management, CRM, Project Management, Marketing Communications, Budgets, Nonprofits, Integrated Marketing, Public Relations, Direct Marketing, Sponsorship, Brand Awareness, Digital Marketing
Education
Edina High School
Marquette University
BA
Starwood Hotels & Resorts Worldwide, Inc.
Wells Fargo Advisors
Wells Fargo Advisors, LLC
Raytheon Missile Systems
Starwood Hotels & Resorts
Wachovia Securities, LLC
Carestream Health
Pershing