FactRight, LLC
Industry: Company
DescriptionFounded: 2006 Subsidiary: FR Risk Management LLC
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FactRight, LLC Employees
Employee
Years
Job
Industry
Corey Conklin Corey Conklin's FactRight, LLC Experience March 2012 - July 2012
Job Development Associate, Leasing and Marketing at Carter
Industry Real Estate
Experience
Carter June 2014 - Present
Carter January 2014 - Present
RaceTrac Petroleum May 2013 - July 2013
KW Commercial - Atlanta Midtown February 2013 - May 2013
FactRight, LLC March 2012 - July 2012
APD Solutions June 2011 - November 2011
Patrick Conklin and Associates June 2007 - May 2011
Skills
Due Diligence, Real Estate, Finance, Investments, Asset Management, Accounts Receivable, Accounts Payable, Account Reconciliation, Cold Calling, Pro Forma Development, Valuation, Real Estate Development, Real Estate Economics
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2014
Real Estate, Senior
Georgia State University - J. Mack Robinson College of Business 2009 — 2014
Managerial Sciences, Senior
IAE de Paris- Sorbonne Graduate Business School 2012 — 2012
Financial and Managerial Issues in France and the European Union
Carter June 2014 - Present
Carter January 2014 - Present
RaceTrac Petroleum May 2013 - July 2013
KW Commercial - Atlanta Midtown February 2013 - May 2013
FactRight, LLC March 2012 - July 2012
APD Solutions June 2011 - November 2011
Patrick Conklin and Associates June 2007 - May 2011
Skills
Due Diligence, Real Estate, Finance, Investments, Asset Management, Accounts Receivable, Accounts Payable, Account Reconciliation, Cold Calling, Pro Forma Development, Valuation, Real Estate Development, Real Estate Economics
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2014
Real Estate, Senior
Georgia State University - J. Mack Robinson College of Business 2009 — 2014
Managerial Sciences, Senior
IAE de Paris- Sorbonne Graduate Business School 2012 — 2012
Financial and Managerial Issues in France and the European Union
Kate Tupy Kate Tupy's FactRight, LLC Experience September 2013 - Present
Job Staff Attorney at FactRight, LLC
Industry Law Practice
Experience
FactRight, LLC September 2013 - Present
FactRight, LLC November 2012 - September 2013
Wolters Kluwer Financial Services through Beacon Hill Staffing May 2012 - November 2012
Beacon Hill Staffing Group at Maslon, Edelman, Borman & Brand, LLP April 2012 - April 2012
Robins, Kaplan, Miller & Ciresi L.L.P. July 2011 - March 2012
Running Law Firm, P.C. October 2010 - June 2011
Running Law Firm, P.C. June 2010 - October 2010
Running Law Firm, Clinic, WMCL January 2010 - May 2010
MJF Self-Help Library Pro Se Clinic September 2009 - December 2009
Minnesota State Public Defender April 2009 - December 2009
Skills
Bankruptcy, Notary Public, Secured Transactions, Legal Research, Legal Writing, Westlaw, Due Diligence, Document Review, Legal Issues
Education
William Mitchell College of Law 2007 — 2010
Juris Doctor, Bankruptcy, Business Law
University of Illinois at Urbana-Champaign 2001 — 2003
Bachelor of Science, Finance (Insurance, Risk Management; Accounting
FactRight, LLC September 2013 - Present
FactRight, LLC November 2012 - September 2013
Wolters Kluwer Financial Services through Beacon Hill Staffing May 2012 - November 2012
Beacon Hill Staffing Group at Maslon, Edelman, Borman & Brand, LLP April 2012 - April 2012
Robins, Kaplan, Miller & Ciresi L.L.P. July 2011 - March 2012
Running Law Firm, P.C. October 2010 - June 2011
Running Law Firm, P.C. June 2010 - October 2010
Running Law Firm, Clinic, WMCL January 2010 - May 2010
MJF Self-Help Library Pro Se Clinic September 2009 - December 2009
Minnesota State Public Defender April 2009 - December 2009
Skills
Bankruptcy, Notary Public, Secured Transactions, Legal Research, Legal Writing, Westlaw, Due Diligence, Document Review, Legal Issues
Education
William Mitchell College of Law 2007 — 2010
Juris Doctor, Bankruptcy, Business Law
University of Illinois at Urbana-Champaign 2001 — 2003
Bachelor of Science, Finance (Insurance, Risk Management; Accounting
Brandon Raatikka Brandon Raatikka's FactRight, LLC Experience December 2007 - Present
Job Vice President Due Diligence Services at FactRight, LLC
Industry Financial Services
Experience
FactRight, LLC December 2007 - Present
FMHC Corporation April 2007 - December 2007
Skills
Due Diligence, Alternative Investments, Securities, Real Estate, Mediation, Leadership, Private Equity, Analytical Reasoning, Intellectually Curious, Real Estate Economics, Qualitative Research, Editing, Written & Verbal..., Relationship Management, Conceptualizer, Strategic Thinking, Coalition Development, Objectivity, Synthesizing, Highly Detailed, Empathy, Problem Solving, Finance, Financial Analysis, Commercial Real Estate, Investment Strategies, Funding, Management, Valuation
Education
University of Minnesota Law School 2003 — 2006
J.D., Law, Cum laude (top quartile)
Bethel University 1999 — 2003
B.A., History, Magna cum laude
FactRight, LLC December 2007 - Present
FMHC Corporation April 2007 - December 2007
Skills
Due Diligence, Alternative Investments, Securities, Real Estate, Mediation, Leadership, Private Equity, Analytical Reasoning, Intellectually Curious, Real Estate Economics, Qualitative Research, Editing, Written & Verbal..., Relationship Management, Conceptualizer, Strategic Thinking, Coalition Development, Objectivity, Synthesizing, Highly Detailed, Empathy, Problem Solving, Finance, Financial Analysis, Commercial Real Estate, Investment Strategies, Funding, Management, Valuation
Education
University of Minnesota Law School 2003 — 2006
J.D., Law, Cum laude (top quartile)
Bethel University 1999 — 2003
B.A., History, Magna cum laude
Liz Bruno Liz Bruno's FactRight, LLC Experience May 2014 - August 2014
Job Undergraduate Teaching Assistant at Marketing Department Carlson School of Management
Industry Marketing and Advertising
Experience
Mn Adult &Teen Challenge June 2015 - Present
Kaskaid Hospitality June 2015 - Present
Marketing Department - Carlson School of Management January 2015 - Present
Housing and Residential Life - University of MN March 2013 - Present
FactRight, LLC May 2014 - August 2014
Kenosha Unified School District - Department of Recreation June 2013 - August 2013
Texas Roadhouse October 2010 - August 2012
Skills
Public Speaking, Teamwork, Customer Service, Social Media, Time Management, Team Leadership, Design, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Photoshop
Education
University of Minnesota-Twin Cities 2011 — 2015
Bachelor of Science - Marketing, Marketing, Advertising, Design, Junior
Mn Adult &Teen Challenge June 2015 - Present
Kaskaid Hospitality June 2015 - Present
Marketing Department - Carlson School of Management January 2015 - Present
Housing and Residential Life - University of MN March 2013 - Present
FactRight, LLC May 2014 - August 2014
Kenosha Unified School District - Department of Recreation June 2013 - August 2013
Texas Roadhouse October 2010 - August 2012
Skills
Public Speaking, Teamwork, Customer Service, Social Media, Time Management, Team Leadership, Design, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Photoshop
Education
University of Minnesota-Twin Cities 2011 — 2015
Bachelor of Science - Marketing, Marketing, Advertising, Design, Junior
Craig Merkt, JD Craig Merkt, JD's FactRight, LLC Experience June 2013 - July 2014
Job Vice President, Due Diligence & Business Development at Commonwealth Capital Corp.
Industry Financial Services
Experience
Commonwealth Capital Corp. August 2014 - Present
FactRight, LLC June 2013 - July 2014
Ascension Financial Services, LLC December 2012 - May 2013
Sentry Insurance 2006 - 2012
Northwestern Mutual Financial Network 2003 - 2006
Skills
Insurance, Life Insurance, Property & Casualty..., Workers Compensation, Disability Insurance, Employee Benefits, 401k, Commercial Insurance, Mutual Funds, Investments, Estate Planning, Health Insurance
Education
University of Bristol 1999 — 2000
LLM, International Law
Quinnipiac University School of Law 1996 — 1999
JD, Business Law
Lawrence University 1987 — 1991
BA, Economics
Commonwealth Capital Corp. August 2014 - Present
FactRight, LLC June 2013 - July 2014
Ascension Financial Services, LLC December 2012 - May 2013
Sentry Insurance 2006 - 2012
Northwestern Mutual Financial Network 2003 - 2006
Skills
Insurance, Life Insurance, Property & Casualty..., Workers Compensation, Disability Insurance, Employee Benefits, 401k, Commercial Insurance, Mutual Funds, Investments, Estate Planning, Health Insurance
Education
University of Bristol 1999 — 2000
LLM, International Law
Quinnipiac University School of Law 1996 — 1999
JD, Business Law
Lawrence University 1987 — 1991
BA, Economics
Grant Chaput Grant Chaput's FactRight, LLC Experience April 2007 - April 2011
Job Artist Manager/Orchestral Booking Manager at IMG Artists
Industry Music
Experience
IMG Artists February 2013 - Present
Eli Lilly and Company March 2011 - February 2013
FactRight, LLC April 2007 - April 2011
Argus Realty Investors, LP 2006 - 2007
Skills
Analytical Reasoning, Sales, Investments, Networking, Marketing, Persuasion, Financial Analysis, Creativity, Asset Managment, Real Estate, Intellectually Curious, Due Diligence, Marketing Strategy, Asset Management, Acquisitions, Sales Management
Education
Universität Mozarteum Salzburg 2004 — 2006
Komposition
University of Redlands 2000 — 2004
BM
IMG Artists February 2013 - Present
Eli Lilly and Company March 2011 - February 2013
FactRight, LLC April 2007 - April 2011
Argus Realty Investors, LP 2006 - 2007
Skills
Analytical Reasoning, Sales, Investments, Networking, Marketing, Persuasion, Financial Analysis, Creativity, Asset Managment, Real Estate, Intellectually Curious, Due Diligence, Marketing Strategy, Asset Management, Acquisitions, Sales Management
Education
Universität Mozarteum Salzburg 2004 — 2006
Komposition
University of Redlands 2000 — 2004
BM
Barbara Halper Barbara Halper's FactRight, LLC Experience Chief Operating OfficerArgus Realty Investors2004 - 2006
Job Principal at FactRight LLC
Industry Legal Services
Experience
FactRight LLC Chief Operating OfficerArgus Realty Investors2004 - 2006
Education
University of St. Thomas
Masters in Business Administration
William Mitchell College of Law
JD
FactRight LLC Chief Operating OfficerArgus Realty Investors2004 - 2006
Education
University of St. Thomas
Masters in Business Administration
William Mitchell College of Law
JD
Kemp H. Hanley, CFA Kemp H. Hanley, CFA's FactRight, LLC Experience October 2012 - Present
Job Vice President Financial Analysis at FactRight, LLC
Industry Investment Management
Experience
FactRight, LLC October 2012 - Present
Hazelton Asset Management, LLC June 2009 - October 2012
Commercial Capital/CCI Fund Management April 2005 - April 2009
OppenheimerFunds 2000 - 2005
OppenheimerFunds 1998 - 2000
Skills
Portfolio Management, Security Analysis, Asset Management, Capital Markets, Investments, Due Diligence, Real Estate Investment, Alternative Investments, Equities, Private Equity, Mutual Funds, Private Placements, Real Estate, Real Estate Finance, Asset Managment, Real Estate Economics, Investment Properties, Financial Analysis, FINRA, Asset Allocation, Investment Management, Entrepreneurship, Hedge Funds, Series 7, Investment Advisory, Investment Strategies, Financial Advisory, Risk Management, Securities, Strategic Financial..., Financial Modeling, Series 63, Mergers & Acquisitions, Wealth Management, Financial Planning, Operational Due...
Education
Skidmore College
Bachelor of Science, Business Major, Economics Minor
University of California, Los Angeles
Award, in Accounting
University of Pittsburgh
Semester at Sea
Canadian Junior College
FactRight, LLC October 2012 - Present
Hazelton Asset Management, LLC June 2009 - October 2012
Commercial Capital/CCI Fund Management April 2005 - April 2009
OppenheimerFunds 2000 - 2005
OppenheimerFunds 1998 - 2000
Skills
Portfolio Management, Security Analysis, Asset Management, Capital Markets, Investments, Due Diligence, Real Estate Investment, Alternative Investments, Equities, Private Equity, Mutual Funds, Private Placements, Real Estate, Real Estate Finance, Asset Managment, Real Estate Economics, Investment Properties, Financial Analysis, FINRA, Asset Allocation, Investment Management, Entrepreneurship, Hedge Funds, Series 7, Investment Advisory, Investment Strategies, Financial Advisory, Risk Management, Securities, Strategic Financial..., Financial Modeling, Series 63, Mergers & Acquisitions, Wealth Management, Financial Planning, Operational Due...
Education
Skidmore College
Bachelor of Science, Business Major, Economics Minor
University of California, Los Angeles
Award, in Accounting
University of Pittsburgh
Semester at Sea
Canadian Junior College
Anthony Chereso's FactRight, LLC Experience January 2007 - 2013
Job United Development Funding,
Industry Financial Services
Experience
Factright, LLC January 2007 - 2013
CU Advisory Services June 2007 - August 2011
TSG Real Estate October 2003 - February 2007
Business Lending Solutions, LLC 2000 - 2003
GTE Directories 1985 - 2000
Skills
Due Diligence, Real Estate, Securities, Investments, Hedge Funds, Mergers, Capital Markets, Start-ups, Alternative Investments, Retirement Planning, Valuation, Series 7, Investment Properties, Investment Strategies, Asset Management, Private Placements, Financial Analysis, Finance, Real Estate Economics, Mergers & Acquisitions, Investment Advisory, FINRA, Asset Allocation, Private Equity, Asset Managment, Series 63, Portfolio Management, Risk Management, Strategic Financial..., Wealth Management, Corporate Finance, Mutual Funds, Loans, Sales, Investor Relations, Venture Capital, Funding, Financial Advisory, Analytics, Financial Modeling, Equities, Bonds, Financial Structuring, Investment Banking, Financial Services, Investment Management, Trading, Financial Markets, Fixed Income, Capital
Education
DePaul University 1981 — 1985
Factright, LLC January 2007 - 2013
CU Advisory Services June 2007 - August 2011
TSG Real Estate October 2003 - February 2007
Business Lending Solutions, LLC 2000 - 2003
GTE Directories 1985 - 2000
Skills
Due Diligence, Real Estate, Securities, Investments, Hedge Funds, Mergers, Capital Markets, Start-ups, Alternative Investments, Retirement Planning, Valuation, Series 7, Investment Properties, Investment Strategies, Asset Management, Private Placements, Financial Analysis, Finance, Real Estate Economics, Mergers & Acquisitions, Investment Advisory, FINRA, Asset Allocation, Private Equity, Asset Managment, Series 63, Portfolio Management, Risk Management, Strategic Financial..., Wealth Management, Corporate Finance, Mutual Funds, Loans, Sales, Investor Relations, Venture Capital, Funding, Financial Advisory, Analytics, Financial Modeling, Equities, Bonds, Financial Structuring, Investment Banking, Financial Services, Investment Management, Trading, Financial Markets, Fixed Income, Capital
Education
DePaul University 1981 — 1985
Caitlin McMahon's FactRight, LLC Experience 2015 - Present
Job Alternative Investment Analyst at FactRight, LLC
Industry Financial Services
Experience
FactRight, LLC 2015 - Present
Wells Fargo 2012 - 2015
Wells Fargo June 2012 - August 2012
BNP Paribas June 2011 - August 2011
Marquette University 2010 - 2011
Skills
Financial Analysis, Equity Research, Analysis, Risk Management, Valuation, Proposal Writing, Finance, Capital Markets, Due Diligence, Investments
Education
Marquette University 2008 — 2012
BS, Accounting and Finance
Universiteit Antwerpen 2010 — 2010
International Business
FactRight, LLC 2015 - Present
Wells Fargo 2012 - 2015
Wells Fargo June 2012 - August 2012
BNP Paribas June 2011 - August 2011
Marquette University 2010 - 2011
Skills
Financial Analysis, Equity Research, Analysis, Risk Management, Valuation, Proposal Writing, Finance, Capital Markets, Due Diligence, Investments
Education
Marquette University 2008 — 2012
BS, Accounting and Finance
Universiteit Antwerpen 2010 — 2010
International Business
Oksana Girs Bussell's FactRight, LLC Experience June 2012 - May 2013
Job Founder of ChannelBound, LLC
Industry Information Technology and Services
Experience
ChannelBound September 2014 - Present
Leonard-McDowell May 2013 - August 2014
FactRight, LLC June 2012 - May 2013
Butler University January 2012 - May 2013
CFC Consulting Company December 2009 - June 2011
First National Information Network December 2007 - December 2009
Skills
Marketing, Market Research, Social Media, Leadership, Event Planning, Salesforce.com, Project Management, Microsoft Office, English, Advertising, CRM, Negotiation, Public Relations, Business Development, Sales, Marketing Research, Business Planning, Analysis, Social Media Marketing, Financial Analysis, Problem Solving, Management, Human Resources, Customer Service, Market Analysis, Training, Recruiting, Teamwork, Customer Satisfaction, Direct Marketing, Online Advertising, Statistical Sampling, High Potential, Mobile Applications, HIPAA, Public Speaking, Time Management, Virtualization, Data Storage..., Document Management
Education
Butler University 2011 — 2013
Master of Business Administration (M.B.A.)
Kyiv national university of trade and economics (KNUTE) 2007 — 2011
Bachelors, International Business
ChannelBound September 2014 - Present
Leonard-McDowell May 2013 - August 2014
FactRight, LLC June 2012 - May 2013
Butler University January 2012 - May 2013
CFC Consulting Company December 2009 - June 2011
First National Information Network December 2007 - December 2009
Skills
Marketing, Market Research, Social Media, Leadership, Event Planning, Salesforce.com, Project Management, Microsoft Office, English, Advertising, CRM, Negotiation, Public Relations, Business Development, Sales, Marketing Research, Business Planning, Analysis, Social Media Marketing, Financial Analysis, Problem Solving, Management, Human Resources, Customer Service, Market Analysis, Training, Recruiting, Teamwork, Customer Satisfaction, Direct Marketing, Online Advertising, Statistical Sampling, High Potential, Mobile Applications, HIPAA, Public Speaking, Time Management, Virtualization, Data Storage..., Document Management
Education
Butler University 2011 — 2013
Master of Business Administration (M.B.A.)
Kyiv national university of trade and economics (KNUTE) 2007 — 2011
Bachelors, International Business
Gene Chilton, MBA, CLU's FactRight, LLC Experience June 2015 - Present
Job VP Business Development at FactRight, LLC
Industry Insurance
Experience
FactRight, LLC June 2015 - Present
Gradient Life Brokerage July 2014 - January 2015
Symetra June 2012 - March 2014
ING February 2012 - June 2012
ING September 2006 - February 2012
ING September 2005 - September 2006
Captial Professionals 2003 - 2004
The Weber Group 2001 - 2002
Skills
Due Diligence, Crowdfunding, Strategy, CRM, Sales, Marketing, Leadership, Operations Management, Relationship Management, Insurance, Management, Competitive Analysis, Sales Operations, Strategic Planning, Team Leadership, Training, Business Strategy, Business Development, Account Management, Team Building, Marketing Strategy, Recruiting, Executive Management, Sales Management, Product Development, Marathon, Life Insurance, Retirement Planning, New Business Development, Negotiation, Finance, Financial Services, Investments, Financial Planning, Retirement, Mutual Funds, Analysis
Education
The American College 2010 — 2011
Chartered Life Underwriter
University of Minnesota - Carlson School of Management
MBA, Business
University of Minnesota-Twin Cities
BS, architecture
FactRight, LLC June 2015 - Present
Gradient Life Brokerage July 2014 - January 2015
Symetra June 2012 - March 2014
ING February 2012 - June 2012
ING September 2006 - February 2012
ING September 2005 - September 2006
Captial Professionals 2003 - 2004
The Weber Group 2001 - 2002
Skills
Due Diligence, Crowdfunding, Strategy, CRM, Sales, Marketing, Leadership, Operations Management, Relationship Management, Insurance, Management, Competitive Analysis, Sales Operations, Strategic Planning, Team Leadership, Training, Business Strategy, Business Development, Account Management, Team Building, Marketing Strategy, Recruiting, Executive Management, Sales Management, Product Development, Marathon, Life Insurance, Retirement Planning, New Business Development, Negotiation, Finance, Financial Services, Investments, Financial Planning, Retirement, Mutual Funds, Analysis
Education
The American College 2010 — 2011
Chartered Life Underwriter
University of Minnesota - Carlson School of Management
MBA, Business
University of Minnesota-Twin Cities
BS, architecture
Barbara Halper's FactRight, LLC Experience August 2006 - Present
Job CEO at FR Consulting Services LLC
Industry Financial Services
Experience
FR Consulting Services LLC 2012 - Present
FactRight LLC August 2006 - Present
Halper Law Office 1989 - Present
Argus Realty Investors 2004 - 2006
Skills
Investments, Due Diligence, Alternative Investments, Real Estate, Asset Managment, Series 7, Securities, Private Placements, Financial Analysis, Hedge Funds, Investment Strategies, Real Estate Economics, Acquisitions, Investment Advisory, Private Equity, Strategic Financial..., Portfolio Management, Asset Management, Estate Planning, Financial Advisory, Retirement Planning, Investment Properties, Wealth Management, Mutual Funds
Education
University of St. Thomas - Opus College of Business
MBA, Business
William Mitchell College of Law
JD, Law
FR Consulting Services LLC 2012 - Present
FactRight LLC August 2006 - Present
Halper Law Office 1989 - Present
Argus Realty Investors 2004 - 2006
Skills
Investments, Due Diligence, Alternative Investments, Real Estate, Asset Managment, Series 7, Securities, Private Placements, Financial Analysis, Hedge Funds, Investment Strategies, Real Estate Economics, Acquisitions, Investment Advisory, Private Equity, Strategic Financial..., Portfolio Management, Asset Management, Estate Planning, Financial Advisory, Retirement Planning, Investment Properties, Wealth Management, Mutual Funds
Education
University of St. Thomas - Opus College of Business
MBA, Business
William Mitchell College of Law
JD, Law
Jacob Mohs, CFA Jacob Mohs, CFA's FactRight, LLC Experience July 2013 - May 2015
Job Investment Analyst
Industry Investment Management
Experience
FR Risk Management May 2015 - Present
FactRight, LLC July 2013 - May 2015
Friedland Capital Inc. April 2012 - May 2013
King & Wood March 2011 - April 2012
MoneyGram International January 2010 - December 2010
U.S. International Trade Commission March 2009 - November 2009
Nortel September 2008 - December 2008
Overseas Private Investment Corporation June 2008 - August 2008
Council of Economic Advisers January 2008 - May 2008
U.S. Department of Commerce August 2007 - December 2007
Skills
Due Diligence, Investments, Market Research, Mandarin, Mandarin Chinese, Mergers, Analysis, Financial Statement..., Corporate Finance, Valuation, Finance, Economics, Mergers & Acquisitions, Financial Modeling, Economic Sanctions, International Relations, Emerging Markets, International Trade, Competitive Analysis, Trading, Banking, Venture Capital, Private Equity, Financial Risk, Business Development, Hedge Funds, 1031 Exchanges, BDCs, Real Estate, Leveraged Finance, Alternative Investments, Portfolio Management, Securities
Education
The George Washington University 2007 — 2009
MA, International Trade and Investment Policy
National University of Singapore 2006 — 2007
University of Wisconsin-Madison 2003 — 2007
BS, Economics
Nankai University 2004 — 2004
中文
FR Risk Management May 2015 - Present
FactRight, LLC July 2013 - May 2015
Friedland Capital Inc. April 2012 - May 2013
King & Wood March 2011 - April 2012
MoneyGram International January 2010 - December 2010
U.S. International Trade Commission March 2009 - November 2009
Nortel September 2008 - December 2008
Overseas Private Investment Corporation June 2008 - August 2008
Council of Economic Advisers January 2008 - May 2008
U.S. Department of Commerce August 2007 - December 2007
Skills
Due Diligence, Investments, Market Research, Mandarin, Mandarin Chinese, Mergers, Analysis, Financial Statement..., Corporate Finance, Valuation, Finance, Economics, Mergers & Acquisitions, Financial Modeling, Economic Sanctions, International Relations, Emerging Markets, International Trade, Competitive Analysis, Trading, Banking, Venture Capital, Private Equity, Financial Risk, Business Development, Hedge Funds, 1031 Exchanges, BDCs, Real Estate, Leveraged Finance, Alternative Investments, Portfolio Management, Securities
Education
The George Washington University 2007 — 2009
MA, International Trade and Investment Policy
National University of Singapore 2006 — 2007
University of Wisconsin-Madison 2003 — 2007
BS, Economics
Nankai University 2004 — 2004
中文
Jon-Eric Urseth's FactRight, LLC Experience March 2014 - Present
Job Marketing Specialist at FactRight, LLC
Industry Marketing and Advertising
Experience
FactRight, LLC March 2014 - Present
Minneapolis Cobras January 2012 - Present
Association for Accounting Marketing-Minnesota January 2014 - January 2015
Abdo, Eick & Meyers, LLP September 2012 - March 2014
DFK International/USA January 2012 - March 2014
Association for Accounting Marketing-Minnesota January 2013 - December 2013
Association for Accounting Marketing-Minnesota January 2010 - December 2012
Abdo Eick & Meyers, LLP June 2010 - September 2012
Richtown Bombers November 2008 - January 2011
Abdo Eick & Meyers, LLP October 2009 - June 2010
Skills
Social Media Marketing, LinkedIn, Adobe Creative Suite, Event Planning, Marketing Strategy, Marketing Communications, Microsoft Excel, Microsoft Word, PowerPoint, CRM, Email Marketing, Content Marketing, Development Of..., Budgets, Social Media, Start-ups, Strategy, Recruiting, High Fives
Education
Augsburg College 2005 — 2009
Bachelor of Arts (B.A.), Marketing, Business Administration
FactRight, LLC March 2014 - Present
Minneapolis Cobras January 2012 - Present
Association for Accounting Marketing-Minnesota January 2014 - January 2015
Abdo, Eick & Meyers, LLP September 2012 - March 2014
DFK International/USA January 2012 - March 2014
Association for Accounting Marketing-Minnesota January 2013 - December 2013
Association for Accounting Marketing-Minnesota January 2010 - December 2012
Abdo Eick & Meyers, LLP June 2010 - September 2012
Richtown Bombers November 2008 - January 2011
Abdo Eick & Meyers, LLP October 2009 - June 2010
Skills
Social Media Marketing, LinkedIn, Adobe Creative Suite, Event Planning, Marketing Strategy, Marketing Communications, Microsoft Excel, Microsoft Word, PowerPoint, CRM, Email Marketing, Content Marketing, Development Of..., Budgets, Social Media, Start-ups, Strategy, Recruiting, High Fives
Education
Augsburg College 2005 — 2009
Bachelor of Arts (B.A.), Marketing, Business Administration
Jeffrey Barton, J.D. Jeffrey Barton, J.D.'s FactRight, LLC Experience October 2010 - April 2011
Job Legal & Regulatory Compliance Executive
Industry Financial Services
Experience
Alliance Consulting Group, LLC May 2008 - Present
Stifel Nicolaus April 2011 - October 2011
FactRight, LLC October 2010 - April 2011
CM Group, LLC February 2007 - June 2010
Horace Mann October 2004 - February 2007
Skills
FINRA, Securities, Due Diligence, Corporate Governance, Private Placements, Investment Advisory, Securities Regulation, Investments, Financial Advisory, AML, Capital Markets, Financial Services, SEC, Compliance, Hedge Funds, Regulations, Alternative Investments, Legal Writing, Investment Banking, IPO, Private Equity, Legal Compliance, Bank Secrecy Act, Business Continuity, Continuing Education, Legal Affairs, Regulatory Affairs, Broker-Dealer, Complaint Resolution, Entity Formation, Expert Witness Services, PPM Drafting, Real Estate Investment, Regulation S-P, RIA Compliance, SEC compliance
Education
Pepperdine University School of Law 2000 — 2003
JD, Law
Illinois State University 1995 — 1999
BS, Criminal Justice / Pre-Law
Glenwood High School
Alliance Consulting Group, LLC May 2008 - Present
Stifel Nicolaus April 2011 - October 2011
FactRight, LLC October 2010 - April 2011
CM Group, LLC February 2007 - June 2010
Horace Mann October 2004 - February 2007
Skills
FINRA, Securities, Due Diligence, Corporate Governance, Private Placements, Investment Advisory, Securities Regulation, Investments, Financial Advisory, AML, Capital Markets, Financial Services, SEC, Compliance, Hedge Funds, Regulations, Alternative Investments, Legal Writing, Investment Banking, IPO, Private Equity, Legal Compliance, Bank Secrecy Act, Business Continuity, Continuing Education, Legal Affairs, Regulatory Affairs, Broker-Dealer, Complaint Resolution, Entity Formation, Expert Witness Services, PPM Drafting, Real Estate Investment, Regulation S-P, RIA Compliance, SEC compliance
Education
Pepperdine University School of Law 2000 — 2003
JD, Law
Illinois State University 1995 — 1999
BS, Criminal Justice / Pre-Law
Glenwood High School
Russell Putnam's FactRight, LLC Experience July 2014 - Present
Job Due Diligence Analyst at FactRight, LLC
Industry Legal Services
Experience
FactRight, LLC July 2014 - Present
Kroll Ontrack November 2010 - July 2014
Wolters Kluwer Financial Services March 2011 - September 2011
Thomson Reuters June 2008 - December 2009
GMAC-RFC May 2006 - November 2007
GMAC-RFC January 2005 - May 2006
GMAC-RFC December 2002 - January 2005
Education
Hamline University School of Law 2007 — 2010
Juris Doctor
St. Olaf College 1998 — 2002
Bachelor of Arts, Economics, Political Science
FactRight, LLC July 2014 - Present
Kroll Ontrack November 2010 - July 2014
Wolters Kluwer Financial Services March 2011 - September 2011
Thomson Reuters June 2008 - December 2009
GMAC-RFC May 2006 - November 2007
GMAC-RFC January 2005 - May 2006
GMAC-RFC December 2002 - January 2005
Education
Hamline University School of Law 2007 — 2010
Juris Doctor
St. Olaf College 1998 — 2002
Bachelor of Arts, Economics, Political Science
Jessica Jeffries's FactRight, LLC Experience May 2011 - October 2013
Job Senior Manager of Compliance PLS Financial Services
Industry Financial Services
Experience
PLS Financial Services October 2014 - Present
PLS Financial Services October 2013 - October 2014
FactRight, LLC May 2011 - October 2013
Law Offices of Jessica A. Jeffries October 2010 - May 2011
Morgan Stanley Smith Barney February 2009 - July 2010
Fuchs & Roselli, Ltd October 2008 - December 2008
Block & Landsman May 2004 - October 2008
Skills
Due Diligence, Alternative Investments, Private Placements, Securities Regulation, Securities Exchange Act..., Securities Fraud, Investments, Securities
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2008 — 2009
L.L.M., Financial Services
Chicago-Kent College of Law, Illinois Institute of Technology 2002 — 2005
J.D., Law
Loyola University Chicago 1998 — 2002
B.B.A., Information Systems Operations Management
Fenwick
PLS Financial Services October 2014 - Present
PLS Financial Services October 2013 - October 2014
FactRight, LLC May 2011 - October 2013
Law Offices of Jessica A. Jeffries October 2010 - May 2011
Morgan Stanley Smith Barney February 2009 - July 2010
Fuchs & Roselli, Ltd October 2008 - December 2008
Block & Landsman May 2004 - October 2008
Skills
Due Diligence, Alternative Investments, Private Placements, Securities Regulation, Securities Exchange Act..., Securities Fraud, Investments, Securities
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2008 — 2009
L.L.M., Financial Services
Chicago-Kent College of Law, Illinois Institute of Technology 2002 — 2005
J.D., Law
Loyola University Chicago 1998 — 2002
B.B.A., Information Systems Operations Management
Fenwick
Jeremy Curtiss, MBA's FactRight, LLC Experience November 2014 - Present
Job 9 years of Experience in Financial Services | Due Diligence Analyst and Risk Management Professional
Industry Real Estate
Experience
FactRight, LLC November 2014 - Present
Behringer April 2014 - November 2014
Behringer Harvard February 2013 - April 2014
Behringer Harvard March 2009 - February 2013
Team in Training 2011 - 2012
TIAA-CREF November 2007 - February 2009
CAPITAL ONE BANK January 2007 - November 2007
AMERICAN FAMILY LIFE ASSURANCE COMPANY October 2006 - June 2007
Skills
Investments, Customer Service, Accounting, Problem Solving, Securities, Series 7, Series 63, Banking, Due Diligence, Product Development, Strategic Analytics, Project Management, Relationship Management, Finance, Asset Management, Financial Analysis
Education
The University of Dallas 2009 — 2011
Masters of Business Administration, Global Business
Buena Vista University 2000 — 2005
Bachelor of Arts, Finance & Banking
Hutchinson
FactRight, LLC November 2014 - Present
Behringer April 2014 - November 2014
Behringer Harvard February 2013 - April 2014
Behringer Harvard March 2009 - February 2013
Team in Training 2011 - 2012
TIAA-CREF November 2007 - February 2009
CAPITAL ONE BANK January 2007 - November 2007
AMERICAN FAMILY LIFE ASSURANCE COMPANY October 2006 - June 2007
Skills
Investments, Customer Service, Accounting, Problem Solving, Securities, Series 7, Series 63, Banking, Due Diligence, Product Development, Strategic Analytics, Project Management, Relationship Management, Finance, Asset Management, Financial Analysis
Education
The University of Dallas 2009 — 2011
Masters of Business Administration, Global Business
Buena Vista University 2000 — 2005
Bachelor of Arts, Finance & Banking
Hutchinson
Regina Foster's FactRight, LLC Experience June 2010 - Present
Job Office Manager at FactRight, LLC
Industry Investment Management
Experience
FactRight, LLC June 2010 - Present
Rizzo and Company November 2003 - June 2010
Skills
Management, Office Administration, Outlook, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Accounts Payable, Invoicing, Supervision, Project Management, QuickBooks
Education
Loyola University Chicago
Master of Business Administration (MBA)
Georgia Institute of Technology
Bachelor of Science (BS), Industrial Management
Stevens Institute of Technology
Master's Certificate, Project Management
FactRight, LLC June 2010 - Present
Rizzo and Company November 2003 - June 2010
Skills
Management, Office Administration, Outlook, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Accounts Payable, Invoicing, Supervision, Project Management, QuickBooks
Education
Loyola University Chicago
Master of Business Administration (MBA)
Georgia Institute of Technology
Bachelor of Science (BS), Industrial Management
Stevens Institute of Technology
Master's Certificate, Project Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY