Family Office Exchange
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Family Office Exchange Employees
Employee
Years
Job
Industry
Tim Belber Tim Belber's Family Office Exchange Experience 2008 - 2011
Job Founder & Principal of The Alchemia Group LLC
Industry Financial Services
Experience
The Alchemia Group LLC September 2013 - Present
Purposeful Planning Institute March 2014 - Present
The Legacy Wealth Coach Network 2001 - Present
Generational Wealth Planning & Design LLC January 2012 - September 2013
The Madison Group Inc. December 2008 - January 2012
Family Office Exchange 2008 - 2011
Lincoln Financial Group 2001 - 2009
Skills
Estate Planning, Trusts, Wealth Transfer, High Net Worth..., Wealth Management, Shareholder Agreements, Wealth, Financial Advisory, Retirement Planning, Trust Services, Strategic Financial..., Leadership, Asset Allocation, Small Business
Education
Seton Hall University School of Law 1982 — 1986
JD, Trusts & Estates, Intellectual Property
University of Pennsylvania - The Wharton School 1974 — 1978
BS-Economics, Finance and Insurance
The Marine Military Academy 1969 — 1974
High School, 7 to 12
The Alchemia Group LLC September 2013 - Present
Purposeful Planning Institute March 2014 - Present
The Legacy Wealth Coach Network 2001 - Present
Generational Wealth Planning & Design LLC January 2012 - September 2013
The Madison Group Inc. December 2008 - January 2012
Family Office Exchange 2008 - 2011
Lincoln Financial Group 2001 - 2009
Skills
Estate Planning, Trusts, Wealth Transfer, High Net Worth..., Wealth Management, Shareholder Agreements, Wealth, Financial Advisory, Retirement Planning, Trust Services, Strategic Financial..., Leadership, Asset Allocation, Small Business
Education
Seton Hall University School of Law 1982 — 1986
JD, Trusts & Estates, Intellectual Property
University of Pennsylvania - The Wharton School 1974 — 1978
BS-Economics, Finance and Insurance
The Marine Military Academy 1969 — 1974
High School, 7 to 12
Thomas R. Livergood Thomas R. Livergood's Family Office Exchange Experience 2001 - 2002
Job CEO at Family Wealth Alliance, LLC
Industry Financial Services
Experience
Family Wealth Alliance, LLC 2003 - Present
Family Office Exchange 2001 - 2002
Family Office Management, LLC 1998 - 2001
Harris Private Bank Chicago 1990 - 1998
CIGNA Financial Services 1980 - 1990
Skills
Family Office, Personal Finance, Wealth Management, Investments, Alternative Investments, Investment Advisory, Hedge Funds, High Net Worth..., Asset Allocation, Wealth Management..., Wealth, Asset Managment, Family Business, Investment Management, Private Equity, Investment Strategies, Fund Of Funds, Estate Planning, Consulting
Education
Bradley University 1979 — 1979
MBA, Finance
Family Wealth Alliance, LLC 2003 - Present
Family Office Exchange 2001 - 2002
Family Office Management, LLC 1998 - 2001
Harris Private Bank Chicago 1990 - 1998
CIGNA Financial Services 1980 - 1990
Skills
Family Office, Personal Finance, Wealth Management, Investments, Alternative Investments, Investment Advisory, Hedge Funds, High Net Worth..., Asset Allocation, Wealth Management..., Wealth, Asset Managment, Family Business, Investment Management, Private Equity, Investment Strategies, Fund Of Funds, Estate Planning, Consulting
Education
Bradley University 1979 — 1979
MBA, Finance
Lisa Holmes Lisa Holmes's Family Office Exchange Experience September 2010 - April 2012
Job Senior Survey Analyst at Euromonitor International
Industry Market Research
Experience
Euromonitor International April 2012 - Present
Family Office Exchange September 2010 - April 2012
Family Office Exchange August 2008 - September 2010
Carleton College Mathematics Department September 2005 - June 2008
Skills
Secondary Research, Primary Research, Industry Research, Quantitative Research, Statistics, Quantitative Analysis, Qualitative Research, SPSS, Microsoft Office, Economics, Data Analysis, Quantitative Analytics, Research, Survey Research, White Papers, Strategy, Analysis, Survey Design
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
Carleton College 2004 — 2008
BA, Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2007
Tuck Business Bridge Program
Denmark's International Study Program (Associated with the University of Copenhagen) 2006 — 2006
International Business/Economics
Euromonitor International April 2012 - Present
Family Office Exchange September 2010 - April 2012
Family Office Exchange August 2008 - September 2010
Carleton College Mathematics Department September 2005 - June 2008
Skills
Secondary Research, Primary Research, Industry Research, Quantitative Research, Statistics, Quantitative Analysis, Qualitative Research, SPSS, Microsoft Office, Economics, Data Analysis, Quantitative Analytics, Research, Survey Research, White Papers, Strategy, Analysis, Survey Design
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
Carleton College 2004 — 2008
BA, Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2007
Tuck Business Bridge Program
Denmark's International Study Program (Associated with the University of Copenhagen) 2006 — 2006
International Business/Economics
Linda Shepro Linda Shepro's Family Office Exchange Experience December 2014 - Present
Job Managing Director at Family Office Exchange
Industry Financial Services
Experience
Family Office Exchange December 2014 - Present
FDX Holdings LLC dba FDX Capital August 2011 - December 2014
Shepro Consulting 2002 - August 2011
Wealthmetrics 2001 - 2003
Shepro Braun Systems 1990 - 2001
Sears Holdings Corporation 1989 - 1990
Kinship Capital Corporation 1984 - 1990
Price Waterhouse 1977 - 1984
Skills
Business Development, Relationship Management, Competitive Analysis, Team Building, Private Equity, Equities, Investments, Hedge Funds, Venture Capital, Mergers, Concept Design, Wealth Management, Portfolio Management, Due Diligence, Asset Managment, Mergers & Acquisitions, Finance, Asset Management, Start-ups, Alternative Investments
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MMA, Marketing, Finance, Organizational Behavior
Indiana University - Kelley School of Business 1974 — 1977
BS, Business, Accounting/Finance
Family Office Exchange December 2014 - Present
FDX Holdings LLC dba FDX Capital August 2011 - December 2014
Shepro Consulting 2002 - August 2011
Wealthmetrics 2001 - 2003
Shepro Braun Systems 1990 - 2001
Sears Holdings Corporation 1989 - 1990
Kinship Capital Corporation 1984 - 1990
Price Waterhouse 1977 - 1984
Skills
Business Development, Relationship Management, Competitive Analysis, Team Building, Private Equity, Equities, Investments, Hedge Funds, Venture Capital, Mergers, Concept Design, Wealth Management, Portfolio Management, Due Diligence, Asset Managment, Mergers & Acquisitions, Finance, Asset Management, Start-ups, Alternative Investments
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MMA, Marketing, Finance, Organizational Behavior
Indiana University - Kelley School of Business 1974 — 1977
BS, Business, Accounting/Finance
Karen Emanuelson, CMP Karen Emanuelson, CMP's Family Office Exchange Experience August 2009 - Present
Job Seasoned Incentive, Meeting and Event planning professional
Industry Hospitality
Experience
Landmark Incentive Marketing April 2015 - Present
Family Office Exchange August 2009 - Present
Family Office Exchange 2009 - Present
Kendall College March 2009 - June 2009
Creative Group, Inc 2006 - 2009
Federated Group 2004 - 2006
Tower Travel Management 1992 - 2003
Skills
Management, Project Planning, Incentive Programs, Teaching, Meeting Planning, Event Management, Event Planning, Corporate Events, Budget Process, Contract Negotiation, On-site Execution, On-site Staffing, Operations Management, Logistics Management, Site Selections, Marketing Communications, Trade Shows, Public Relations, Sponsorship, Leadership, Program Management, Budgets, Email Marketing, Hospitality, Marketing, Marketing Strategy, Proposal Writing
Education
DePaul University 2009 — 2012
Bachelor of Arts, Focus on Travel, Tourism, Hospitality, Business
College of DuPage 1994 — 1995
Associate of Arts (AA), Travel/Meetings
Harper College 1989 — 1991
General
Fremd H.S. 1971 — 1975
Landmark Incentive Marketing April 2015 - Present
Family Office Exchange August 2009 - Present
Family Office Exchange 2009 - Present
Kendall College March 2009 - June 2009
Creative Group, Inc 2006 - 2009
Federated Group 2004 - 2006
Tower Travel Management 1992 - 2003
Skills
Management, Project Planning, Incentive Programs, Teaching, Meeting Planning, Event Management, Event Planning, Corporate Events, Budget Process, Contract Negotiation, On-site Execution, On-site Staffing, Operations Management, Logistics Management, Site Selections, Marketing Communications, Trade Shows, Public Relations, Sponsorship, Leadership, Program Management, Budgets, Email Marketing, Hospitality, Marketing, Marketing Strategy, Proposal Writing
Education
DePaul University 2009 — 2012
Bachelor of Arts, Focus on Travel, Tourism, Hospitality, Business
College of DuPage 1994 — 1995
Associate of Arts (AA), Travel/Meetings
Harper College 1989 — 1991
General
Fremd H.S. 1971 — 1975
Maryjane Bellock Maryjane Bellock's Family Office Exchange Experience December 2004 - May 2005
Job Senior Business Analyst, PMP
Industry Information Technology and Services
Experience
Strategic Program Support, LLC August 2013 - Present
Planned Systems International October 2009 - August 2013
Management Technology, Inc. October 2008 - November 2009
SOM June 2005 - October 2008
Family Office Exchange December 2004 - May 2005
Skills
PMP, Project Management, Project Planning, Marketing Strategy, Business Analysis, Research, Proposal Writing, Business Development, JavaScript, HTML, Microsoft Office, ITIL v3 Foundations..., Requirements Gathering, Requirements Analysis, Strategic Planning, Program Management, SDLC, DoD, Government, Business Strategy, Databases, SharePoint, Marketing, Security, Testing, Management, Analysis, Enterprise Software, Team Building, Process Improvement, Business Process, Access, Leadership, Training, Business Intelligence
Education
Miami University 2000 — 2004
Bachelor of Philosophy, Interdisciplinary Studies
Strategic Program Support, LLC August 2013 - Present
Planned Systems International October 2009 - August 2013
Management Technology, Inc. October 2008 - November 2009
SOM June 2005 - October 2008
Family Office Exchange December 2004 - May 2005
Skills
PMP, Project Management, Project Planning, Marketing Strategy, Business Analysis, Research, Proposal Writing, Business Development, JavaScript, HTML, Microsoft Office, ITIL v3 Foundations..., Requirements Gathering, Requirements Analysis, Strategic Planning, Program Management, SDLC, DoD, Government, Business Strategy, Databases, SharePoint, Marketing, Security, Testing, Management, Analysis, Enterprise Software, Team Building, Process Improvement, Business Process, Access, Leadership, Training, Business Intelligence
Education
Miami University 2000 — 2004
Bachelor of Philosophy, Interdisciplinary Studies
Alan Braxton Alan Braxton's Family Office Exchange Experience June 2014 - August 2014
Job Economics and Spanish Double Major at Bucknell University
Industry Financial Services
Experience
Cargill July 2015 - Present
Bucknell University August 2011 - May 2015
Family Office Exchange June 2014 - August 2014
Anima - Young Singers of Greater Chicago June 2013 - August 2013
Heartland Alliance for Human Needs & Human Rights June 2012 - August 2012
Wonder Works, A Children's Museum in Oak Park June 2011 - August 2011
Heartland Alliance for Human Needs & Human Rights June 2010 - August 2010
Skills
Economics, Spanish, Language Teaching, Social Media, Music, Organization, Independence, Technology, Computer Music
Education
Bucknell University 2011 — 2015
Bachelor of Arts (B.A.), Economics and Spanish
Saint Ignatius College Prep 2008 — 2011
Cargill July 2015 - Present
Bucknell University August 2011 - May 2015
Family Office Exchange June 2014 - August 2014
Anima - Young Singers of Greater Chicago June 2013 - August 2013
Heartland Alliance for Human Needs & Human Rights June 2012 - August 2012
Wonder Works, A Children's Museum in Oak Park June 2011 - August 2011
Heartland Alliance for Human Needs & Human Rights June 2010 - August 2010
Skills
Economics, Spanish, Language Teaching, Social Media, Music, Organization, Independence, Technology, Computer Music
Education
Bucknell University 2011 — 2015
Bachelor of Arts (B.A.), Economics and Spanish
Saint Ignatius College Prep 2008 — 2011
Terra Condit Terra Condit's Family Office Exchange Experience September 2001 - December 2002
Job Marketing Coordinator at Canara Inc.
Industry Information Technology and Services
Experience
Canara Inc. January 2013 - Present
Family Office Exchange September 2001 - December 2002
Lyon Ventures, LLC January 2001 - August 2001
Skills
Infrastructure, B2B Marketing, Email Marketing, Campaign Management, Direct Marketing, New Business Development, Management, Solution Selling, Strategic Partnerships, Sales, Strategy, Business Development, Multi-channel Marketing, Start-ups, Salesforce.com
Education
University of California, Davis 1992 — 1996
Bachelor of Arts (B.A.), Sociology
Canara Inc. January 2013 - Present
Family Office Exchange September 2001 - December 2002
Lyon Ventures, LLC January 2001 - August 2001
Skills
Infrastructure, B2B Marketing, Email Marketing, Campaign Management, Direct Marketing, New Business Development, Management, Solution Selling, Strategic Partnerships, Sales, Strategy, Business Development, Multi-channel Marketing, Start-ups, Salesforce.com
Education
University of California, Davis 1992 — 1996
Bachelor of Arts (B.A.), Sociology
Susan P. Rounds Susan P. Rounds's Family Office Exchange Experience 2002 - 2004
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2015 - Present
NAEPC 2012 - Present
Wells Fargo 2005 - 2014
Wachovia 2005 - 2009
Family Office Exchange 2002 - 2004
Merrill Lynch Trust Company 2000 - 2002
Skills
Securities, Investments, Due Diligence, Mergers & Acquisitions, Wealth Management, Asset Management, Succession Planning, Alternative Investments, Asset Allocation, Financial Analysis, Financial Services, Hedge Funds, High Net Worth..., Investment Advisory, Management, Mutual Funds, Private Equity, Wealth Management...
Education
Emory University School of Law 1989 — 1991
Master of Laws (LL.M.), Tax Law/Taxation
The University of Georgia 1988 — 1988
Juris Doctor, Law
UT El Paso 1980 — 1985
Bachelor of Business Administration (BBA), Accounting, cum laude
Morgan Stanley 2015 - Present
NAEPC 2012 - Present
Wells Fargo 2005 - 2014
Wachovia 2005 - 2009
Family Office Exchange 2002 - 2004
Merrill Lynch Trust Company 2000 - 2002
Skills
Securities, Investments, Due Diligence, Mergers & Acquisitions, Wealth Management, Asset Management, Succession Planning, Alternative Investments, Asset Allocation, Financial Analysis, Financial Services, Hedge Funds, High Net Worth..., Investment Advisory, Management, Mutual Funds, Private Equity, Wealth Management...
Education
Emory University School of Law 1989 — 1991
Master of Laws (LL.M.), Tax Law/Taxation
The University of Georgia 1988 — 1988
Juris Doctor, Law
UT El Paso 1980 — 1985
Bachelor of Business Administration (BBA), Accounting, cum laude
Charles B Grace III Charles B Grace III's Family Office Exchange Experience January 2010 - Present
Job Senior Consultant at Family Office Exchange
Industry Individual & Family Services
Experience
Family Office Exchange January 2010 - Present
Skills
Investment Management, Family Office, Alternative Investments, Wealth Management, Investments, Asset Management, High Net Worth..., Wealth, Asset Allocation, Wealth Management..., Hedge Funds, Private Equity, Venture Capital, Financial Advisory, Due Diligence, Portfolio Management, Equities, Mergers & Acquisitions
Education
American University
Master of Arts (M.A.)
American University, Washington College of Law
Doctor of Law (JD)
Bates College
Bachelor of Arts (B.A.)
Family Office Exchange January 2010 - Present
Skills
Investment Management, Family Office, Alternative Investments, Wealth Management, Investments, Asset Management, High Net Worth..., Wealth, Asset Allocation, Wealth Management..., Hedge Funds, Private Equity, Venture Capital, Financial Advisory, Due Diligence, Portfolio Management, Equities, Mergers & Acquisitions
Education
American University
Master of Arts (M.A.)
American University, Washington College of Law
Doctor of Law (JD)
Bates College
Bachelor of Arts (B.A.)
Jennifer Muntz Jennifer Muntz's Family Office Exchange Experience November 2009 - May 2013
Job Chief Learning Officer for Families and Family Offices
Industry Financial Services
Experience
FamilyCLO, LLC May 2013 - Present
Family Office Exchange November 2009 - May 2013
SmithBucklin June 2008 - January 2009
Ciba Vision December 2005 - June 2008
MSX International September 2002 - December 2005
CompUSA January 2000 - September 2002
Various January 1995 - January 2000
Skills
Program Development, Meeting Facilitation, Instructional Design, Education Systems, Speaker Coaching, Webinar Design and..., Instructor-led Training, Leadership Development, Team Building, Coaching, Workshop Facilitation, Family Education, Moderating Webinars, Family Office, Wealth, Project Management, Organizational..., Organizational Design, Change Management, Culture Change, High Performance Teams, Internal Family Systems, Meeting Design, NextGen, Executive Coaching, Organizational..., Content Development, Consulting
Education
University of Chicago 2010 — 2010
Private Wealth Curriculum
Capella University 2005 — 2009
Masters, Business Administration
Eastern Michigan University 1993 — 1998
BS, Psychology
FamilyCLO, LLC May 2013 - Present
Family Office Exchange November 2009 - May 2013
SmithBucklin June 2008 - January 2009
Ciba Vision December 2005 - June 2008
MSX International September 2002 - December 2005
CompUSA January 2000 - September 2002
Various January 1995 - January 2000
Skills
Program Development, Meeting Facilitation, Instructional Design, Education Systems, Speaker Coaching, Webinar Design and..., Instructor-led Training, Leadership Development, Team Building, Coaching, Workshop Facilitation, Family Education, Moderating Webinars, Family Office, Wealth, Project Management, Organizational..., Organizational Design, Change Management, Culture Change, High Performance Teams, Internal Family Systems, Meeting Design, NextGen, Executive Coaching, Organizational..., Content Development, Consulting
Education
University of Chicago 2010 — 2010
Private Wealth Curriculum
Capella University 2005 — 2009
Masters, Business Administration
Eastern Michigan University 1993 — 1998
BS, Psychology
KarenElaine Stewart KarenElaine Stewart's Family Office Exchange Experience May 2008 - December 2010
Job Network Manager; Global Family Business Network at Young Presidents' Organization
Industry Nonprofit Organization Management
Experience
Young Presidents' Organization June 2012 - Present
Young Presidents' Organization December 2010 - June 2012
Family Office Exchange May 2008 - December 2010
Wrigley November 2007 - May 2008
Archstone Consulting January 2006 - November 2007
Bank of America September 2003 - November 2005
Cingular Wireless June 1999 - November 2002
Education
Roosevelt University 2004 — 2007
Marketing and Psychology
Young Presidents' Organization June 2012 - Present
Young Presidents' Organization December 2010 - June 2012
Family Office Exchange May 2008 - December 2010
Wrigley November 2007 - May 2008
Archstone Consulting January 2006 - November 2007
Bank of America September 2003 - November 2005
Cingular Wireless June 1999 - November 2002
Education
Roosevelt University 2004 — 2007
Marketing and Psychology
Megan Keskitalo Megan Keskitalo's Family Office Exchange Experience February 2007 - June 2011
Job Business Transition Consultant at Well Integrative Family Medicine
Industry Health, Wellness and Fitness
Experience
Well Integrative Family Medicine October 2011 - Present
Family Office Exchange February 2007 - June 2011
New York State Department of Health 2004 - 2006
University at Albany 2005 - 2005
University at Albany 2000 - 2004
Skills
Survey Research, SPSS, Quantitative Analysis, Qualitative Research, Survey Monkey, Data Collection, Quantitative Research, Survey Design, Statistical Modeling, Research Design, Quantitative Analytics, Research, Strategy, SAS, Data Analysis, Strategic Planning, Market Research, R
Education
University at Albany 2003 — 2007
Doctor of Philosophy, ABD, Biological Anthropology
University at Albany, SUNY 2000 — 2003
Master of Arts, Cultural Anthropology
Hamline University 1998 — 2000
Bachelor's of Arts, Anthropology
Well Integrative Family Medicine October 2011 - Present
Family Office Exchange February 2007 - June 2011
New York State Department of Health 2004 - 2006
University at Albany 2005 - 2005
University at Albany 2000 - 2004
Skills
Survey Research, SPSS, Quantitative Analysis, Qualitative Research, Survey Monkey, Data Collection, Quantitative Research, Survey Design, Statistical Modeling, Research Design, Quantitative Analytics, Research, Strategy, SAS, Data Analysis, Strategic Planning, Market Research, R
Education
University at Albany 2003 — 2007
Doctor of Philosophy, ABD, Biological Anthropology
University at Albany, SUNY 2000 — 2003
Master of Arts, Cultural Anthropology
Hamline University 1998 — 2000
Bachelor's of Arts, Anthropology
Chris MacCarthy Chris MacCarthy's Family Office Exchange Experience October 2012 - October 2012
Job Graphic Layout Specialist at The Freeman Company
Industry Marketing and Advertising
Experience
The Freeman Company March 2013 - Present
Family Office Exchange October 2012 - October 2012
s2 Financial Marketing July 2012 - September 2012
The Weinstein Organization 2008 - 2012
Chicago Sun-Times February 2006 - May 2008
BCT Chicago November 2000 - February 2006
Skills
Adobe Creative Suite, InDesign, Photoshop, Illustrator, Adobe Acrobat, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Keynote, Graphic Design, OS X, Art Direction, Advertising, Logo Design, Layout, QuarkXPress, Pre-press, Web Design, Image Manipulation, Branding & Identity, Typography, Image Editing, Photography, Creative Direction, Brochures, Digital Photography, Corporate Identity, Mac, Graphics, Illustration
Education
The University of North Dakota 1995 — 1999
Bachelor of Fine Arts (BFA), Graphic Design
The Freeman Company March 2013 - Present
Family Office Exchange October 2012 - October 2012
s2 Financial Marketing July 2012 - September 2012
The Weinstein Organization 2008 - 2012
Chicago Sun-Times February 2006 - May 2008
BCT Chicago November 2000 - February 2006
Skills
Adobe Creative Suite, InDesign, Photoshop, Illustrator, Adobe Acrobat, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Keynote, Graphic Design, OS X, Art Direction, Advertising, Logo Design, Layout, QuarkXPress, Pre-press, Web Design, Image Manipulation, Branding & Identity, Typography, Image Editing, Photography, Creative Direction, Brochures, Digital Photography, Corporate Identity, Mac, Graphics, Illustration
Education
The University of North Dakota 1995 — 1999
Bachelor of Fine Arts (BFA), Graphic Design
Ryan Covietz Ryan Covietz's Family Office Exchange Experience May 2005 - July 2006
Job Network Engineer at Network Foundations
Industry Computer Networking
Experience
Network Foundations November 2006 - Present
RJ O'Brien 2012 - 2012
The Maschhoffs 2012 - 2012
Henning & Carey Trading 2007 - 2012
Argon Medical 2006 - 2011
Health Care Service Corporation July 2006 - November 2006
Family Office Exchange May 2005 - July 2006
First Look, LLC September 2004 - May 2005
HIMSS July 2004 - September 2004
Dorenfest & Associates April 2003 - July 2004
Skills
Servers, Cisco, Disaster Recovery, Data Center, Routers, NetApp, NCDA, ZFS, NexentaStor, WAN, LAN, SAN, NAS, VMware Infrastructure, VMware ESX, Microsoft Exchange, Linux Server, CentOS, Ubuntu, Load Balancing, Network Engineering, Hardware, Cisco Security, Cisco Nexus, Citrix, Network Administration, IT Operations, Cloud Computing, VoIP, Cisco Call Manager, Windows Server, Networking, Virtualization, Managed Services, Network Design, Integration, Cisco IOS, VLAN, Cisco Technologies, Cisco Routers, Routing, Active Directory, Technical Support, Security, VMware, Hyper-V, Wireless Networking, Storage, Storage Virtualization, System Administration
Education
DePaul University 2003 — 2004
Master of Science (MS), Computer Systems Networking and Telecommunications
Oakland University 1996 — 2001
Bachelor of Science (BS), Computer Engineering
University of Michigan 1996 — 2001
N/A, N/A
Network Foundations November 2006 - Present
RJ O'Brien 2012 - 2012
The Maschhoffs 2012 - 2012
Henning & Carey Trading 2007 - 2012
Argon Medical 2006 - 2011
Health Care Service Corporation July 2006 - November 2006
Family Office Exchange May 2005 - July 2006
First Look, LLC September 2004 - May 2005
HIMSS July 2004 - September 2004
Dorenfest & Associates April 2003 - July 2004
Skills
Servers, Cisco, Disaster Recovery, Data Center, Routers, NetApp, NCDA, ZFS, NexentaStor, WAN, LAN, SAN, NAS, VMware Infrastructure, VMware ESX, Microsoft Exchange, Linux Server, CentOS, Ubuntu, Load Balancing, Network Engineering, Hardware, Cisco Security, Cisco Nexus, Citrix, Network Administration, IT Operations, Cloud Computing, VoIP, Cisco Call Manager, Windows Server, Networking, Virtualization, Managed Services, Network Design, Integration, Cisco IOS, VLAN, Cisco Technologies, Cisco Routers, Routing, Active Directory, Technical Support, Security, VMware, Hyper-V, Wireless Networking, Storage, Storage Virtualization, System Administration
Education
DePaul University 2003 — 2004
Master of Science (MS), Computer Systems Networking and Telecommunications
Oakland University 1996 — 2001
Bachelor of Science (BS), Computer Engineering
University of Michigan 1996 — 2001
N/A, N/A
clara corradi ghersi clara corradi ghersi's Family Office Exchange Experience 2006 - Present
Job assistente presso Family Office Exchange
Industry Individual & Family Services
Experience
Family Office Exchange 2006 - Present
Compagnie Monegasque de banque 2000 - April 2005
Education
Università degli Studi di Genova
Scienze politiche - indirizzo econominco, Universita' di Genova
Family Office Exchange 2006 - Present
Compagnie Monegasque de banque 2000 - April 2005
Education
Università degli Studi di Genova
Scienze politiche - indirizzo econominco, Universita' di Genova
Marianne Young Marianne Young's Family Office Exchange Experience 1999 - 2002
Job President and CEO at Market Street Trust Company
Industry Financial Services
Experience
Market Street Trust Company July 1999 - Present
Elmira Savings Bank 2012 - Present
Finger Lakes Land Trust 2009 - Present
The Alternative School for Math & Science 2003 - 2013
Rockwell Museum of Western Art March 2001 - June 2009
Family Office Exchange 1999 - 2002
Market Street Trust Company 1995 - 1999
Reconstruction Home, Inc. 1994 - 1995
Tompkins Cortland Community College Foundation 1993 - 1995
Harris, Beach & Wilcox 1991 - 1995
Skills
Wealth Management, Investment Advisory, Investments, Estate Planning, Asset Allocation, Strategic Financial..., Philanthropy, Business Development, Strategic Planning, Financial Advisory, Business Strategy, Trusts and Estates Law, Management, Thought Leadership, Charitable Trusts, Revocable Trusts, Personal Tax Planning, Risk Management, Financial Education, Public Speaking
Education
Cornell Law School 1988 — 1991
Doctor of Law (J.D.), Magna Cum Laude
University of Rochester 1985 — 1988
Master of Science (M.S.), Education
Mount Holyoke College 1980 — 1984
Bachelor of Arts (B.A.), American Studies
Market Street Trust Company July 1999 - Present
Elmira Savings Bank 2012 - Present
Finger Lakes Land Trust 2009 - Present
The Alternative School for Math & Science 2003 - 2013
Rockwell Museum of Western Art March 2001 - June 2009
Family Office Exchange 1999 - 2002
Market Street Trust Company 1995 - 1999
Reconstruction Home, Inc. 1994 - 1995
Tompkins Cortland Community College Foundation 1993 - 1995
Harris, Beach & Wilcox 1991 - 1995
Skills
Wealth Management, Investment Advisory, Investments, Estate Planning, Asset Allocation, Strategic Financial..., Philanthropy, Business Development, Strategic Planning, Financial Advisory, Business Strategy, Trusts and Estates Law, Management, Thought Leadership, Charitable Trusts, Revocable Trusts, Personal Tax Planning, Risk Management, Financial Education, Public Speaking
Education
Cornell Law School 1988 — 1991
Doctor of Law (J.D.), Magna Cum Laude
University of Rochester 1985 — 1988
Master of Science (M.S.), Education
Mount Holyoke College 1980 — 1984
Bachelor of Arts (B.A.), American Studies
Kathryn (Kate) Norris Kathryn (Kate) Norris's Family Office Exchange Experience January 2003 - March 2007
Job AVPStrategic Business Development Family Office
Industry Insurance
Experience
ACE Private Risk Services February 2015 - Present
Fireman's Fund Insurance Company March 2014 - April 2015
Hub International September 2009 - February 2014
The Insurance Design Center LLC March 2007 - July 2009
Family Office Exchange January 2003 - March 2007
Sanford C. Bernstein June 1997 - January 2003
Omini Chicago Hotel May 1996 - June 1997
Alpha Gamma Delta June 1995 - April 1996
Skills
Yachting, Wealth Management, Investments, Wine, Risk Management, Public Relations, Family Office Risk..., Management, Leadership, Financial Risk, Insurance, Sales, Brokers, Strategy, High Net Worth..., Marketing, Strategic Planning, Business Development, Property, Portfolio Management
Education
The University of Kansas 1991 — 1995
BA, Communication Studies
ACE Private Risk Services February 2015 - Present
Fireman's Fund Insurance Company March 2014 - April 2015
Hub International September 2009 - February 2014
The Insurance Design Center LLC March 2007 - July 2009
Family Office Exchange January 2003 - March 2007
Sanford C. Bernstein June 1997 - January 2003
Omini Chicago Hotel May 1996 - June 1997
Alpha Gamma Delta June 1995 - April 1996
Skills
Yachting, Wealth Management, Investments, Wine, Risk Management, Public Relations, Family Office Risk..., Management, Leadership, Financial Risk, Insurance, Sales, Brokers, Strategy, High Net Worth..., Marketing, Strategic Planning, Business Development, Property, Portfolio Management
Education
The University of Kansas 1991 — 1995
BA, Communication Studies
Lynette Bishop Snell's Family Office Exchange Experience August 1996 - February 1998
Job Veterinary Technician at Shelton Veterinary Clinic
Industry Veterinary
Experience
Shelton Veterinary Clinic June 2014 - Present
confetei January 2008 - March 2014
Family Office Exchange August 1996 - February 1998
Applied Software July 1995 - August 1996
AES Corporation July 1992 - June 1995
JWG Associates/Monster August 1991 - June 1992
Skills
Veterinary Technology, Veterinary Medicine, Veterinary Nursing, Veterinary Dentistry, Administrative Work, Event Planning, Nonprofits, Fundraising, Public Speaking, Advertising, Administrative..., Corporate Events, Book Writing, Non-profits, Start-ups, Writing, Organization Skills
Education
Anderson University 1988 — 1991
BA, English
Cedarville University 1986 — 1988
English Language and Literature, General
Shelton Veterinary Clinic June 2014 - Present
confetei January 2008 - March 2014
Family Office Exchange August 1996 - February 1998
Applied Software July 1995 - August 1996
AES Corporation July 1992 - June 1995
JWG Associates/Monster August 1991 - June 1992
Skills
Veterinary Technology, Veterinary Medicine, Veterinary Nursing, Veterinary Dentistry, Administrative Work, Event Planning, Nonprofits, Fundraising, Public Speaking, Advertising, Administrative..., Corporate Events, Book Writing, Non-profits, Start-ups, Writing, Organization Skills
Education
Anderson University 1988 — 1991
BA, English
Cedarville University 1986 — 1988
English Language and Literature, General
Torrie Cole, MAFM Torrie Cole, MAFM's Family Office Exchange Experience September 2010 - December 2011
Job Accounting Clerk at ChicagoLand Commissary
Industry Accounting
Experience
ChicagoLand Commissary August 2012 - Present
Channel Clarity April 2012 - June 2012
Family Office Exchange September 2010 - December 2011
Chicago Public Schools December 2007 - March 2010
VEDIOR PROFESSIONAL SERVICE October 2005 - December 2007
Hyatt Regency Chicago May 2003 - August 2005
Skills
Peachtree, QuickBooks, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Windows 7, Oracle Discoverer, Preparation, Payroll, Accounting
Education
KELLER GRADUATE SCHOOL OF MANAGEMENT 2007 — 2010
Master, Accounting and Financial Management; Fraud
Chicago State University 2000 — 2006
Bachelors of Science, Accounting
ChicagoLand Commissary August 2012 - Present
Channel Clarity April 2012 - June 2012
Family Office Exchange September 2010 - December 2011
Chicago Public Schools December 2007 - March 2010
VEDIOR PROFESSIONAL SERVICE October 2005 - December 2007
Hyatt Regency Chicago May 2003 - August 2005
Skills
Peachtree, QuickBooks, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Windows 7, Oracle Discoverer, Preparation, Payroll, Accounting
Education
KELLER GRADUATE SCHOOL OF MANAGEMENT 2007 — 2010
Master, Accounting and Financial Management; Fraud
Chicago State University 2000 — 2006
Bachelors of Science, Accounting
Jeff Darche Jeff Darche's Family Office Exchange Experience January 2012 - Present
Job Director, Information Technology at Family Office Exchange
Industry Information Technology and Services
Experience
Family Office Exchange January 2012 - Present
Family Office Exchange February 2011 - February 2012
Professional Medical, Inc. January 2009 - January 2011
Panduit March 1997 - January 2009
Panduit 1993 - 1995
Skills
Microsoft Exchange, Servers, Active Directory, Windows Server, Network Administration, Blackberry Enterprise..., Windows 7, WAN, Routers, VMware ESX, VPN, Disaster Recovery, Help Desk Support, DNS, VMware, Data Center, Networking, Wireless Networking, Management, Project Management, CRM, Office 365, Business Continuity, Vendor Management, Technology, Information Technology, Cloud Computing, Rackspace Cloud, Drupal, Cloud Storage, Change Management, Troubleshooting, Leadership, Process Improvement, Microsoft Technologies, Virtualization, Cross-functional Team...
Education
Illinois Institute of Technology 2002 — 2005
Masters in Computer Science, Network and Telecommunication
Lewis University 2000 — 2001
Bachelors, Network Administrator
Family Office Exchange January 2012 - Present
Family Office Exchange February 2011 - February 2012
Professional Medical, Inc. January 2009 - January 2011
Panduit March 1997 - January 2009
Panduit 1993 - 1995
Skills
Microsoft Exchange, Servers, Active Directory, Windows Server, Network Administration, Blackberry Enterprise..., Windows 7, WAN, Routers, VMware ESX, VPN, Disaster Recovery, Help Desk Support, DNS, VMware, Data Center, Networking, Wireless Networking, Management, Project Management, CRM, Office 365, Business Continuity, Vendor Management, Technology, Information Technology, Cloud Computing, Rackspace Cloud, Drupal, Cloud Storage, Change Management, Troubleshooting, Leadership, Process Improvement, Microsoft Technologies, Virtualization, Cross-functional Team...
Education
Illinois Institute of Technology 2002 — 2005
Masters in Computer Science, Network and Telecommunication
Lewis University 2000 — 2001
Bachelors, Network Administrator
Jennifer Wurtz Jennifer Wurtz's Family Office Exchange Experience May 2005 - September 2010
Job Administrative Assistant, Leadership and Talent Consulting at Korn Ferry
Industry Executive Office
Experience
Korn Ferry September 2010 - Present
Family Office Exchange May 2005 - September 2010
Piper Jaffray May 2002 - July 2005
Traficanti and Associates September 2000 - May 2002
Arthur D. Little February 2000 - September 2000
Dish Network February 1996 - February 2000
Skills
Event Planning, Administrative..., Office Management, Applicant Tracking..., Talent Acquisition, Recruiting, Event Management, PowerPoint, Employee Relations, Management, Leadership, Talent Management
Education
College of DuPage
Korn Ferry September 2010 - Present
Family Office Exchange May 2005 - September 2010
Piper Jaffray May 2002 - July 2005
Traficanti and Associates September 2000 - May 2002
Arthur D. Little February 2000 - September 2000
Dish Network February 1996 - February 2000
Skills
Event Planning, Administrative..., Office Management, Applicant Tracking..., Talent Acquisition, Recruiting, Event Management, PowerPoint, Employee Relations, Management, Leadership, Talent Management
Education
College of DuPage
Leigh Faber's Family Office Exchange Experience May 2011 - January 2013
Job Operations Manager at Stonecrest Financial
Industry Financial Services
Experience
Stonecrest Financial March 2015 - Present
Independent Consultant September 2013 - March 2015
Family Office Exchange May 2011 - January 2013
Huron Consulting Group September 2009 - May 2011
Santa Fe Investment Advisors February 2008 - January 2009
Hovde Capital October 2003 - November 2006
Banc of America Securities October 2001 - September 2003
Interland Corporation February 1997 - December 2000
First Union National Bank June 1995 - January 1997
Western Federal Savings Bank/Resolution Trust Corp. March 1992 - April 1995
Skills
Hedge Funds, Alternative Assets, Real Estate, Banking, Client Services, Investments, Alternative Investments, Financial Services, Asset Managment, Portfolio Management, Due Diligence, Asset Management, Securities, Communication Skills, Strategic Planning, Private Equity, Fund Of Funds, Venture Capital, Investor Relations, Corporate Finance, Finance, Financial Advisory, Financial Markets, Asset Allocation
Education
Loyola Marymount University
Bachelor's degree
Loyola Marymount University
Stonecrest Financial March 2015 - Present
Independent Consultant September 2013 - March 2015
Family Office Exchange May 2011 - January 2013
Huron Consulting Group September 2009 - May 2011
Santa Fe Investment Advisors February 2008 - January 2009
Hovde Capital October 2003 - November 2006
Banc of America Securities October 2001 - September 2003
Interland Corporation February 1997 - December 2000
First Union National Bank June 1995 - January 1997
Western Federal Savings Bank/Resolution Trust Corp. March 1992 - April 1995
Skills
Hedge Funds, Alternative Assets, Real Estate, Banking, Client Services, Investments, Alternative Investments, Financial Services, Asset Managment, Portfolio Management, Due Diligence, Asset Management, Securities, Communication Skills, Strategic Planning, Private Equity, Fund Of Funds, Venture Capital, Investor Relations, Corporate Finance, Finance, Financial Advisory, Financial Markets, Asset Allocation
Education
Loyola Marymount University
Bachelor's degree
Loyola Marymount University
Stephanie Kerch's Family Office Exchange Experience August 2004 - May 2005
Job Marketing Communications Manager at RR Donnelley
Industry Public Relations and Communications
Experience
RR Donnelley November 2014 - Present
SBK Communications May 2005 - Present
Mack International LLC February 2012 - Present
Paladin October 2013 - March 2014
Alyssa Knobel for City Council of Highland Park (elected) September 2012 - April 2013
Nancy Rotering for Mayor of Highland Park (elected) September 2010 - April 2011
Aviva North America April 2010 - August 2010
Nancy Rotering for City Council of Highland Park (elected) November 2008 - April 2009
Family Office Exchange August 2004 - May 2005
HLB Communications November 2000 - April 2004
Skills
Marketing Communications, Public Relations, Corporate Communications, Strategic Planning, Writing, Media Relations, Integrated Marketing, Social Media, Web Content, Maintaining Strong..., Collaborative Leadership, Team Management, Production Management, Wordpress, Advanced MS Office Excel, Advanced MS Office..., Adobe InDesign CS5, Dreamweaver 5, PhotoShop CS5.5, Adobe Fireworks 5, HTML 4.0, CSS, Adobe Acrobat X Pro, InDesign, Newsletters, Strategic Communications, Press Releases, Internal Communications, Speech Writing, Adobe Acrobat, Content Development, Marketing Strategy, HTML, Nonprofits, Editing, Marketing, Strategy, Digital Marketing, Advertising, Fundraising, Creative Direction, Leadership, Publications, Message Development, Interviews, Management, Email Marketing, WordPress, Crisis Communications
Education
Northwestern University
Editing and Feature Writing
University of Illinois at Urbana-Champaign
B.A.
RR Donnelley November 2014 - Present
SBK Communications May 2005 - Present
Mack International LLC February 2012 - Present
Paladin October 2013 - March 2014
Alyssa Knobel for City Council of Highland Park (elected) September 2012 - April 2013
Nancy Rotering for Mayor of Highland Park (elected) September 2010 - April 2011
Aviva North America April 2010 - August 2010
Nancy Rotering for City Council of Highland Park (elected) November 2008 - April 2009
Family Office Exchange August 2004 - May 2005
HLB Communications November 2000 - April 2004
Skills
Marketing Communications, Public Relations, Corporate Communications, Strategic Planning, Writing, Media Relations, Integrated Marketing, Social Media, Web Content, Maintaining Strong..., Collaborative Leadership, Team Management, Production Management, Wordpress, Advanced MS Office Excel, Advanced MS Office..., Adobe InDesign CS5, Dreamweaver 5, PhotoShop CS5.5, Adobe Fireworks 5, HTML 4.0, CSS, Adobe Acrobat X Pro, InDesign, Newsletters, Strategic Communications, Press Releases, Internal Communications, Speech Writing, Adobe Acrobat, Content Development, Marketing Strategy, HTML, Nonprofits, Editing, Marketing, Strategy, Digital Marketing, Advertising, Fundraising, Creative Direction, Leadership, Publications, Message Development, Interviews, Management, Email Marketing, WordPress, Crisis Communications
Education
Northwestern University
Editing and Feature Writing
University of Illinois at Urbana-Champaign
B.A.
Nathaniel Foster, MNPL Nathaniel Foster, MNPL's Family Office Exchange Experience 2008 - 2010
Job Executive Director, Playworks
Industry Nonprofit Organization Management
Experience
Playworks October 2013 - Present
Foster Holdings 2010 - Present
FAM Legacy Solutions January 2015 - Present
NJF Consulting January 2010 - 2015
Music in Schools Today August 2012 - December 2013
United in Service Latin America 2010 - December 2013
Lincoln Child Center May 2010 - April 2013
Family Services Agency of San Francisco January 2010 - May 2012
NatureBridge (formerly Yosemite National Institutes) 2009 - 2010
Family Office Exchange 2008 - 2010
Skills
Non-profits, Grant Writing, Fundraising, Community Outreach, Program Development, Grants, Volunteer Management, Public Speaking, Board Development, Event Planning, Program Evaluation, Strategic Planning, Annual Giving, Event Management, Research, Social Media, Teaching, Program Management, Philanthropy, Social Services, Nonprofits, Mental Health, Proposal Writing, Healthcare, Marketing, Budgets, Leadership, Strategy, Marketing Communications, Team Building, Management, Training, Community Development, Leadership Development, Non-profit Board..., Staff Development, Sustainable Development, Staff Management
Education
University of Pennsylvania - The Wharton School 2015 — 2015
Wharton Private Wealth Management Program, Finance
Center for Creative Leadership 2013 — 2013
Leading for Organizational Impact
Seattle University 2004 — 2006
Masters, Nonprofit Leadership
University of Denver 1999 — 2002
BSBA, Business/Hotel, Restaurant and Tourism Management
Playworks October 2013 - Present
Foster Holdings 2010 - Present
FAM Legacy Solutions January 2015 - Present
NJF Consulting January 2010 - 2015
Music in Schools Today August 2012 - December 2013
United in Service Latin America 2010 - December 2013
Lincoln Child Center May 2010 - April 2013
Family Services Agency of San Francisco January 2010 - May 2012
NatureBridge (formerly Yosemite National Institutes) 2009 - 2010
Family Office Exchange 2008 - 2010
Skills
Non-profits, Grant Writing, Fundraising, Community Outreach, Program Development, Grants, Volunteer Management, Public Speaking, Board Development, Event Planning, Program Evaluation, Strategic Planning, Annual Giving, Event Management, Research, Social Media, Teaching, Program Management, Philanthropy, Social Services, Nonprofits, Mental Health, Proposal Writing, Healthcare, Marketing, Budgets, Leadership, Strategy, Marketing Communications, Team Building, Management, Training, Community Development, Leadership Development, Non-profit Board..., Staff Development, Sustainable Development, Staff Management
Education
University of Pennsylvania - The Wharton School 2015 — 2015
Wharton Private Wealth Management Program, Finance
Center for Creative Leadership 2013 — 2013
Leading for Organizational Impact
Seattle University 2004 — 2006
Masters, Nonprofit Leadership
University of Denver 1999 — 2002
BSBA, Business/Hotel, Restaurant and Tourism Management
Michael Sallas's Family Office Exchange Experience May 2013 - June 2015
Job President & Chief Learning Officer
Industry Financial Services
Experience
Family-Learning Services, LLC July 2015 - Present
Family Office Exchange May 2013 - June 2015
GenSpring Family Offices May 2006 - April 2013
BOMI International 2004 - 2006
Design-Build Institute of America, International 1999 - 2004
National Association of Corporate Real Estate Executives, International (NACORE) 1995 - 1999
Skills
Event Management, Marketing Strategy, Business Strategy, Business Development, Event Planning, Marketing Communications, Marketing, New Business Development, Project Management, Market Research, Strategic Planning, Negotiation, Budgets, B2B, Research, Management, Account Management, Coaching, Public Speaking, Customer Service
Education
The George Washington University 2001 — 2003
Doctoral Candidate, Organizational Leadership
Illinois State University
B.S. Education
Nova Southeastern University
Master of Science in Education, Educational Administration and Supervision
Family-Learning Services, LLC July 2015 - Present
Family Office Exchange May 2013 - June 2015
GenSpring Family Offices May 2006 - April 2013
BOMI International 2004 - 2006
Design-Build Institute of America, International 1999 - 2004
National Association of Corporate Real Estate Executives, International (NACORE) 1995 - 1999
Skills
Event Management, Marketing Strategy, Business Strategy, Business Development, Event Planning, Marketing Communications, Marketing, New Business Development, Project Management, Market Research, Strategic Planning, Negotiation, Budgets, B2B, Research, Management, Account Management, Coaching, Public Speaking, Customer Service
Education
The George Washington University 2001 — 2003
Doctoral Candidate, Organizational Leadership
Illinois State University
B.S. Education
Nova Southeastern University
Master of Science in Education, Educational Administration and Supervision
Claire (Gilbert) Kluever, PCC, CPC, ELI-MP's Family Office Exchange Experience January 1991 - September 2007
Job Leadership Coach to Wealth Advisors and Wealth Inheritors as they effectively navigate important life transitions.
Industry Professional Training & Coaching
Experience
Magnolia Solutions LLC January 2011 - Present
aabalone[red] September 2007 - April 2008
Family Office Exchange January 1991 - September 2007
Skills
Leadership Mentoring, Executive Coaching, Family Office, Empowering Others, Wealth Management, Leadership Development, Career Development, Succession Planning, Coaching, Energy, Entrepreneurship, Work/life Balance, Transformations, Work Life Balance, Private Equity, Alternative Investments, Hedge Funds, Business Strategy, Investments, Asset Management, Strategy, Public Speaking, Team Building, Philanthropy, Consulting, Small Business, Wealth, Wealth Management..., Management Consulting, High Net Worth..., Financial Advisory, Asset Allocation, Investment Management, Recruiting, Estate Planning, Venture Capital, Marketing, Executive Management, Mergers & Acquisitions, Start-ups, Executive Development, Corporate Development, Business Coaching, Leadership, Management, Life Coaching, Strategic Planning
Education
Institute for Professional Excellence in Coaching 2011 — 2012
Certified Professional Coach, Executive Coaching
DePauw University 1980 — 1984
B.S., Economics
Magnolia Solutions LLC January 2011 - Present
aabalone[red] September 2007 - April 2008
Family Office Exchange January 1991 - September 2007
Skills
Leadership Mentoring, Executive Coaching, Family Office, Empowering Others, Wealth Management, Leadership Development, Career Development, Succession Planning, Coaching, Energy, Entrepreneurship, Work/life Balance, Transformations, Work Life Balance, Private Equity, Alternative Investments, Hedge Funds, Business Strategy, Investments, Asset Management, Strategy, Public Speaking, Team Building, Philanthropy, Consulting, Small Business, Wealth, Wealth Management..., Management Consulting, High Net Worth..., Financial Advisory, Asset Allocation, Investment Management, Recruiting, Estate Planning, Venture Capital, Marketing, Executive Management, Mergers & Acquisitions, Start-ups, Executive Development, Corporate Development, Business Coaching, Leadership, Management, Life Coaching, Strategic Planning
Education
Institute for Professional Excellence in Coaching 2011 — 2012
Certified Professional Coach, Executive Coaching
DePauw University 1980 — 1984
B.S., Economics
Austin Millet's Family Office Exchange Experience May 2013 - September 2013
Job Project Operations Coordinator at MSDSonline
Industry Marketing and Advertising
Experience
MSDSonline September 2014 - Present
MSDSonline December 2013 - September 2014
Family Office Exchange May 2013 - September 2013
Center for Neighborhood Technology July 2012 - October 2012
Teach and Learn with Georgia September 2011 - June 2012
Ministry of Internal Affairs Academy June 2011 - September 2011
Skills
Editing, Teaching, Organization, Teaching English as a..., English, Public Speaking, Journalism, Event Planning, Ap Style, Creative Writing, Social Media, Blogging, Public Relations, Copy Editing, Press Releases, Proofreading, Newsletters, Facebook, Wordpress, Marketing, Photoshop, Research, CRM
Education
University of Illinois at Urbana-Champaign 2008 — 2010
Bachelor's, English
MSDSonline September 2014 - Present
MSDSonline December 2013 - September 2014
Family Office Exchange May 2013 - September 2013
Center for Neighborhood Technology July 2012 - October 2012
Teach and Learn with Georgia September 2011 - June 2012
Ministry of Internal Affairs Academy June 2011 - September 2011
Skills
Editing, Teaching, Organization, Teaching English as a..., English, Public Speaking, Journalism, Event Planning, Ap Style, Creative Writing, Social Media, Blogging, Public Relations, Copy Editing, Press Releases, Proofreading, Newsletters, Facebook, Wordpress, Marketing, Photoshop, Research, CRM
Education
University of Illinois at Urbana-Champaign 2008 — 2010
Bachelor's, English
Heather Joireman, CMP Heather Joireman, CMP's Family Office Exchange Experience May 2015 - Present
Job Director of Learning Events at Family Office Exchange
Industry Events Services
Experience
Family Office Exchange May 2015 - Present
Loyola University Chicago May 2014 - May 2015
Steppenwolf Theatre Company August 2011 - May 2014
Institute of Food Technologists February 2006 - August 2011
National Brownfield Association October 2005 - February 2006
Alpha Technology Systems/Office of Naval Research October 2004 - October 2005
National Association of Credit Management May 2003 - October 2004
Plumbing - Heating - Cooling Contractor's National Association December 2002 - May 2003
TeleStrategies, Inc. September 1999 - December 2002
Olney Theatre Center for the Arts May 1997 - September 1999
Skills
Event Planning, Event Management, Registration, Conferences, Special Events, Contract Negotiation, Project Management, Social Media, Budgeting, Writing, Non-profits, Volunteer Management, Customer Service, Voice Over, Budgets, Nonprofits, Event Producing, Gala Dinners, Conference Registration, Attendee Registration, Conference Logistics, Strategic Planning, Social Media Marketing, Marketing Communications, Meeting Planning, Live Events, Leadership, Trade Shows, Sponsorship, Management, Marketing, Public Speaking, Direct Marketing, Corporate Events, Program Management, Project Planning, Social Networking, Email Marketing, Time Management, Theatre, Copywriting, Association Management, Integrated Marketing, Theatrical Production, Public Relations, Performing Arts, Fundraising
Education
University of Maryland College Park 1991 — 1996
BA, Theatre and English Language and Literature
Act One Studios
Second City
Family Office Exchange May 2015 - Present
Loyola University Chicago May 2014 - May 2015
Steppenwolf Theatre Company August 2011 - May 2014
Institute of Food Technologists February 2006 - August 2011
National Brownfield Association October 2005 - February 2006
Alpha Technology Systems/Office of Naval Research October 2004 - October 2005
National Association of Credit Management May 2003 - October 2004
Plumbing - Heating - Cooling Contractor's National Association December 2002 - May 2003
TeleStrategies, Inc. September 1999 - December 2002
Olney Theatre Center for the Arts May 1997 - September 1999
Skills
Event Planning, Event Management, Registration, Conferences, Special Events, Contract Negotiation, Project Management, Social Media, Budgeting, Writing, Non-profits, Volunteer Management, Customer Service, Voice Over, Budgets, Nonprofits, Event Producing, Gala Dinners, Conference Registration, Attendee Registration, Conference Logistics, Strategic Planning, Social Media Marketing, Marketing Communications, Meeting Planning, Live Events, Leadership, Trade Shows, Sponsorship, Management, Marketing, Public Speaking, Direct Marketing, Corporate Events, Program Management, Project Planning, Social Networking, Email Marketing, Time Management, Theatre, Copywriting, Association Management, Integrated Marketing, Theatrical Production, Public Relations, Performing Arts, Fundraising
Education
University of Maryland College Park 1991 — 1996
BA, Theatre and English Language and Literature
Act One Studios
Second City
Kristi O'Sullivan Kristi O'Sullivan's Family Office Exchange Experience March 2012 - Present
Job Office Manager at Family Office Exchange
Industry Design
Experience
Family Office Exchange March 2012 - Present
Kristi O'Sullivan, inc. April 2002 - Present
Kristi O'Sullivan, inc. April 2002 - Present
Aon 1990 - 1994
Skills
Interior Design, Window Treatments, Custom Furniture, Fashion, Feng Shui, Creative Direction, Sketching, Adobe Creative Suite, Styling, Space planning, Apparel, Brand Development, Furnishings, Furniture, Fashion Design, Interior Architecture, Tailoring, Space Planning
Education
Harrington College of Design
interior design, fashion design
Western School of Feng Shui
Feng shui practioner course
Family Office Exchange March 2012 - Present
Kristi O'Sullivan, inc. April 2002 - Present
Kristi O'Sullivan, inc. April 2002 - Present
Aon 1990 - 1994
Skills
Interior Design, Window Treatments, Custom Furniture, Fashion, Feng Shui, Creative Direction, Sketching, Adobe Creative Suite, Styling, Space planning, Apparel, Brand Development, Furnishings, Furniture, Fashion Design, Interior Architecture, Tailoring, Space Planning
Education
Harrington College of Design
interior design, fashion design
Western School of Feng Shui
Feng shui practioner course
Abraham Aoyama Abraham Aoyama's Family Office Exchange Experience October 2013 - Present
Job Director, Surveys & Benchmarking at Family Office Exchange
Industry Market Research
Experience
Family Office Exchange October 2013 - Present
Minding Your Business, Inc. August 2012 - October 2013
FlowMonitor Customer Insights & Dialogue February 2009 - August 2012
BizRate.com / Shopzilla, Inc. November 2003 - February 2009
Lieberman Research Worldwide May 1999 - July 2003
Skills
Online Research, Customer Satisfaction, Quantitative Research, Qualitative Research, Consumer Insights, Market Research, Customer Insight, FMCG, E-commerce, Segmentation, Data Analysis, Email Marketing, Project Management, Data Mining
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2005
MBA
University of Illinois at Chicago 1996 — 1999
BS, Marketing
Family Office Exchange October 2013 - Present
Minding Your Business, Inc. August 2012 - October 2013
FlowMonitor Customer Insights & Dialogue February 2009 - August 2012
BizRate.com / Shopzilla, Inc. November 2003 - February 2009
Lieberman Research Worldwide May 1999 - July 2003
Skills
Online Research, Customer Satisfaction, Quantitative Research, Qualitative Research, Consumer Insights, Market Research, Customer Insight, FMCG, E-commerce, Segmentation, Data Analysis, Email Marketing, Project Management, Data Mining
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2005
MBA
University of Illinois at Chicago 1996 — 1999
BS, Marketing
Marv Pollack's Family Office Exchange Experience June 2010 - Present
Job Managing Director at Family Office Exchange
Industry Individual & Family Services
Experience
Family Office Exchange June 2010 - Present
Marksmen, Inc. January 2002 - Present
Chicago Sinai Congregation June 2011 - Present
Windy City Media 2000 - Present
Pollack Management, Inc. February 2009 - Present
comScore, Inc. May 2007 - February 2009
Océ North America September 1999 - December 2006
Pitzel & Pollack Advertising July 1993 - August 1999
Hyatt Hotels April 1992 - June 1993
Midway Airlines February 1989 - February 1992
Skills
Family Office, Integrated Marketing, Marketing Communications, Strategy, Digital Marketing, Online Advertising, Strategic Partnerships, Marketing, Marketing Strategy, Strategic Planning, Business Development, Business Strategy, Industry Analyst..., Advertising, Lead Generation, New Business Development, Digital Media, Email Marketing, Leadership, Public Relations, Social Media, Product Marketing, B2B, Management, Direct Marketing, Entrepreneurship, Market Research, Marketing Management, Program Management, Mergers & Acquisitions, Online Marketing, CRM, Internal Communications, Segmentation, Thought Leadership, Start-ups, Budgets, Analytics, Change Management, Competitive Analysis
Education
University of Chicago 2009 — 2009
Stanford University Graduate School of Business 1975 — 1977
MBA, Management
Princeton University 1969 — 1973
A.B., Economics
New Trier East 1965 — 1969
Family Office Exchange June 2010 - Present
Marksmen, Inc. January 2002 - Present
Chicago Sinai Congregation June 2011 - Present
Windy City Media 2000 - Present
Pollack Management, Inc. February 2009 - Present
comScore, Inc. May 2007 - February 2009
Océ North America September 1999 - December 2006
Pitzel & Pollack Advertising July 1993 - August 1999
Hyatt Hotels April 1992 - June 1993
Midway Airlines February 1989 - February 1992
Skills
Family Office, Integrated Marketing, Marketing Communications, Strategy, Digital Marketing, Online Advertising, Strategic Partnerships, Marketing, Marketing Strategy, Strategic Planning, Business Development, Business Strategy, Industry Analyst..., Advertising, Lead Generation, New Business Development, Digital Media, Email Marketing, Leadership, Public Relations, Social Media, Product Marketing, B2B, Management, Direct Marketing, Entrepreneurship, Market Research, Marketing Management, Program Management, Mergers & Acquisitions, Online Marketing, CRM, Internal Communications, Segmentation, Thought Leadership, Start-ups, Budgets, Analytics, Change Management, Competitive Analysis
Education
University of Chicago 2009 — 2009
Stanford University Graduate School of Business 1975 — 1977
MBA, Management
Princeton University 1969 — 1973
A.B., Economics
New Trier East 1965 — 1969
Katherine M. Buehler's Family Office Exchange Experience 1990 - 1993
Job Vice President at Globe Corporation
Industry Financial Services
Experience
Globe Corporation April 2009 - Present
Family Office Exchange 1990 - 1993
Harris Bank June 1984 - June 1990
Education
Northwestern University - Kellogg School of Management 1985 — 1990
Master of Business Administration (M.B.A.), Finance and Marketing
Northwestern University 1980 — 1984
Bachelor’s Degree, Economics
Globe Corporation April 2009 - Present
Family Office Exchange 1990 - 1993
Harris Bank June 1984 - June 1990
Education
Northwestern University - Kellogg School of Management 1985 — 1990
Master of Business Administration (M.B.A.), Finance and Marketing
Northwestern University 1980 — 1984
Bachelor’s Degree, Economics
Marcus Patrick's Family Office Exchange Experience July 2014 - Present
Job Proactive Freelance Writer | Content Writer | Copy Writer | Executive Assistant | News Writer can accomplish any task!
Industry Executive Office
Experience
Launch Digital Marketing July 2015 - Present
Family Office Exchange July 2014 - Present
Degreed December 2013 - July 2015
Morton Salt November 2010 - June 2014
Klazema Communications August 2013 - December 2013
University of Chicago December 2008 - July 2010
US Cellular October 2004 - August 2008
Fox Television (WFLD- TV) June 2006 - October 2006
WGN-TV March 2004 - October 2004
Peregrine Financial Group, Inc. February 1997 - February 2004
Skills
Time Management, Event Planning, Microsoft Office, Outlook, Customer Service, Microsoft Excel, Administrative..., Microsoft Word, Data Entry, PowerPoint, Office Management, Social Media, Process Scheduler, Leadership, Project Management, Research, Public Speaking, Event Management, Team Building, Management, Writing, Creative Writing, Speech Writing, News Writing, Blogging, Editing, Social Networking
Education
ScreenwritingU 2015 — 2016
Playwriting and Screenwriting
DePaul University 2005 — 2007
Bachelor of Business Administration (BBA), Business Administration
Columbia College Chicago 2002 — 2004
Television Production
Launch Digital Marketing July 2015 - Present
Family Office Exchange July 2014 - Present
Degreed December 2013 - July 2015
Morton Salt November 2010 - June 2014
Klazema Communications August 2013 - December 2013
University of Chicago December 2008 - July 2010
US Cellular October 2004 - August 2008
Fox Television (WFLD- TV) June 2006 - October 2006
WGN-TV March 2004 - October 2004
Peregrine Financial Group, Inc. February 1997 - February 2004
Skills
Time Management, Event Planning, Microsoft Office, Outlook, Customer Service, Microsoft Excel, Administrative..., Microsoft Word, Data Entry, PowerPoint, Office Management, Social Media, Process Scheduler, Leadership, Project Management, Research, Public Speaking, Event Management, Team Building, Management, Writing, Creative Writing, Speech Writing, News Writing, Blogging, Editing, Social Networking
Education
ScreenwritingU 2015 — 2016
Playwriting and Screenwriting
DePaul University 2005 — 2007
Bachelor of Business Administration (BBA), Business Administration
Columbia College Chicago 2002 — 2004
Television Production
Rich Baukovic Rich Baukovic's Family Office Exchange Experience 2011 - 2011
Job Creative Director & Full Stack Web Developer
Industry Computer Software
Experience
Brickfish July 2011 - Present
V1S1BLE February 2002 - Present
Statmon Technologies October 2006 - June 2011
Family Office Exchange 2011 - 2011
Zoic Studios August 2001 - February 2002
Primal Screen August 1999 - September 2000
Skills
Graphic Design, Web Design, User Interface Design, Adobe Creative Suite, HTML, HTML5, CSS, jQuery, Wordpress, After Effects, Flash Animation, Social Media
Education
Anyone Can Learn To Code 2015 — 2015
Ruby on Rails Full Stack Web Development, Ruby on Rails
Santa Monica College 2005 — 2006
Web Programming
Georgia State University 1996 — 2000
Bachelor of Fine Arts, Graphic Design
Brickfish July 2011 - Present
V1S1BLE February 2002 - Present
Statmon Technologies October 2006 - June 2011
Family Office Exchange 2011 - 2011
Zoic Studios August 2001 - February 2002
Primal Screen August 1999 - September 2000
Skills
Graphic Design, Web Design, User Interface Design, Adobe Creative Suite, HTML, HTML5, CSS, jQuery, Wordpress, After Effects, Flash Animation, Social Media
Education
Anyone Can Learn To Code 2015 — 2015
Ruby on Rails Full Stack Web Development, Ruby on Rails
Santa Monica College 2005 — 2006
Web Programming
Georgia State University 1996 — 2000
Bachelor of Fine Arts, Graphic Design
Taylor Easterling's Family Office Exchange Experience May 2012 - August 2012
Job Jr. Sales Representative at Northwestern Mutual
Industry Staffing and Recruiting
Experience
Northwestern Mutual May 2015 - Present
Woofies LLC July 2013 - January 2015
The Haven Art Group May 2013 - July 2013
Family Office Exchange May 2012 - August 2012
Willis June 2011 - August 2011
Skills
Social Media Marketing, Facebook, Marketing, Marketing Communications, Networking, Sales Prospecting
Education
Miami University 2011 — 2015
Bachelor's degree, Marketing
Northwestern Mutual May 2015 - Present
Woofies LLC July 2013 - January 2015
The Haven Art Group May 2013 - July 2013
Family Office Exchange May 2012 - August 2012
Willis June 2011 - August 2011
Skills
Social Media Marketing, Facebook, Marketing, Marketing Communications, Networking, Sales Prospecting
Education
Miami University 2011 — 2015
Bachelor's degree, Marketing
Hanna Rasche Hanna Rasche's Family Office Exchange Experience January 2011 - February 2011
Job Associate Relationship ManagerInstitutional Real Estate
Industry Financial Services
Experience
Fifth Third Bank September 2014 - Present
Fifth Third Bank July 2012 - September 2014
The Children's Place Association June 2011 - August 2011
Family Office Exchange January 2011 - February 2011
Brighton Collectibles December 2010 - February 2011
Family Office Exchange May 2010 - August 2010
Uniphos, Inc June 2009 - August 2009
Skills
Banking, Microsoft Excel, PowerPoint, Underwriting, Investments, Risk Management, Credit Analysis, Real Estate, Financial Modeling, Customer Service, Sales, Accounting, Management, Financial Analysis, Finance, Commercial Lending, Portfolio Management, Commercial Real Estate, Oil & Gas Industry
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science in Business, Finance and Financial Management Services
Indiana University Bloomington 2008 — 2012
Bachelor of Science in Business, Finance, Economics
University of Sydney 2011 — 2011
Study Abroad, Finance, Organizational Behavior, Indigenous Studies
Fifth Third Bank September 2014 - Present
Fifth Third Bank July 2012 - September 2014
The Children's Place Association June 2011 - August 2011
Family Office Exchange January 2011 - February 2011
Brighton Collectibles December 2010 - February 2011
Family Office Exchange May 2010 - August 2010
Uniphos, Inc June 2009 - August 2009
Skills
Banking, Microsoft Excel, PowerPoint, Underwriting, Investments, Risk Management, Credit Analysis, Real Estate, Financial Modeling, Customer Service, Sales, Accounting, Management, Financial Analysis, Finance, Commercial Lending, Portfolio Management, Commercial Real Estate, Oil & Gas Industry
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science in Business, Finance and Financial Management Services
Indiana University Bloomington 2008 — 2012
Bachelor of Science in Business, Finance, Economics
University of Sydney 2011 — 2011
Study Abroad, Finance, Organizational Behavior, Indigenous Studies
Matt Siegler Matt Siegler's Family Office Exchange Experience August 2010 - June 2011
Job Territory Sales Rep at Softchoice
Industry Management Consulting
Experience
Softchoice June 2014 - Present
CEB March 2013 - May 2014
InnerWorkings April 2012 - February 2013
Family Office Exchange August 2010 - June 2011
BidClerk August 2009 - September 2010
DePaul University September 2008 - August 2009
FOX Chicago News September 2008 - January 2009
Skills
Social Media, Online Marketing, Blogging, Facebook, Direct Marketing, Social Media Marketing, Account Management, Leadership, Sales, Advertising, Marketing Communications, Marketing Strategy
Education
DePaul University
B.A., English; Creative Writing
Softchoice June 2014 - Present
CEB March 2013 - May 2014
InnerWorkings April 2012 - February 2013
Family Office Exchange August 2010 - June 2011
BidClerk August 2009 - September 2010
DePaul University September 2008 - August 2009
FOX Chicago News September 2008 - January 2009
Skills
Social Media, Online Marketing, Blogging, Facebook, Direct Marketing, Social Media Marketing, Account Management, Leadership, Sales, Advertising, Marketing Communications, Marketing Strategy
Education
DePaul University
B.A., English; Creative Writing
Robert Padilla's Family Office Exchange Experience July 2015 - Present
Job Marketing Intern at Family Office Exchange
Industry Marketing and Advertising
Experience
Family Office Exchange July 2015 - Present
Cummins Inc. June 2014 - August 2014
Chicago White Sox May 2012 - May 2014
Butler University August 2011 - January 2014
Chicago White Sox May 2010 - May 2012
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Teamwork, Public Speaking, Microsoft Office, Research, Presentations, Customer Service, Leadership, Marketing, Marketing Research, Event Management, Financial Analysis, Social Networking, Social Media Marketing
Education
Butler University 2011 — 2015
International Business/Marketing
Family Office Exchange July 2015 - Present
Cummins Inc. June 2014 - August 2014
Chicago White Sox May 2012 - May 2014
Butler University August 2011 - January 2014
Chicago White Sox May 2010 - May 2012
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Teamwork, Public Speaking, Microsoft Office, Research, Presentations, Customer Service, Leadership, Marketing, Marketing Research, Event Management, Financial Analysis, Social Networking, Social Media Marketing
Education
Butler University 2011 — 2015
International Business/Marketing
Teresa Bellock's Family Office Exchange Experience April 2011 - January 2013
Job Communications and Change Management Consultant at Teresa Bellock Consulting
Industry Writing and Editing
Experience
Teresa Bellock Consulting January 2013 - Present
Family Office Exchange April 2011 - January 2013
Accenture September 2005 - February 2010
Aquent Marketing Staffing 2005 - 2009
Family Office Exchange November 2002 - September 2005
Household International February 1999 - June 2001
US News & World Report October 1998 - February 1999
Kupferberg Goldberg & Neimark October 1995 - May 1997
Colvin Communications May 1992 - January 1995
Arthur Andersen 1995 - 1995
Skills
Change Management, Editing, Writing, Internal Communications, Newsletters, Marketing Communications, Business Process..., CRM, Accounts Payable, Outsourcing, Shared Service Center, Employee Benefits, Employee Engagement, Strategic Communications, Leadership, Management, Marketing, E-commerce, Editorial, Content Management, Copywriting, Strategy, Project Management, Program Management, Process Improvement
Education
Syracuse University 1997 — 1998
Master of Arts, Journalism
University of Illinois at Urbana-Champaign 1989 — 1992
BA, Humanities, American Civilization
John Hersey High School 1984 — 1988
John Hersey High School
Diploma
Teresa Bellock Consulting January 2013 - Present
Family Office Exchange April 2011 - January 2013
Accenture September 2005 - February 2010
Aquent Marketing Staffing 2005 - 2009
Family Office Exchange November 2002 - September 2005
Household International February 1999 - June 2001
US News & World Report October 1998 - February 1999
Kupferberg Goldberg & Neimark October 1995 - May 1997
Colvin Communications May 1992 - January 1995
Arthur Andersen 1995 - 1995
Skills
Change Management, Editing, Writing, Internal Communications, Newsletters, Marketing Communications, Business Process..., CRM, Accounts Payable, Outsourcing, Shared Service Center, Employee Benefits, Employee Engagement, Strategic Communications, Leadership, Management, Marketing, E-commerce, Editorial, Content Management, Copywriting, Strategy, Project Management, Program Management, Process Improvement
Education
Syracuse University 1997 — 1998
Master of Arts, Journalism
University of Illinois at Urbana-Champaign 1989 — 1992
BA, Humanities, American Civilization
John Hersey High School 1984 — 1988
John Hersey High School
Diploma
Glenn Eckstein's Family Office Exchange Experience August 2005 - July 2010
Job Principal Technologist at Agile Unicorn, LLC
Industry Information Technology and Services
Experience
Agile Unicorn, LLC August 2015 - Present
Echo Global Logistics June 2012 - July 2015
Echo Global Logistics July 2010 - June 2012
Family Office Exchange August 2005 - July 2010
Snap Solutions LLC May 2004 - June 2005
Flinn & Dreffein Engineering Co. May 2002 - May 2004
FreeDrive.com May 2001 - August 2001
Skills
T-SQL, ASP.NET MVC, Agile Methodologies, VB.NET, C#, Visual Studio, ASP.NET, Microsoft SQL Server, .NET, SQL, WCF, Scrum, JavaScript, LINQ, TFS, SSRS, Web Applications, AJAX, Agile Project Management, SOA, Web Services, Extreme Programming, Continuous Delivery, Continuous Integration, Test Driven Development, Automation, Test Automation, Software Development, SDLC, jQuery, Requirements Analysis, Project Management, Software Project..., Java, Enterprise Architecture, Web Development, Management, XML, Databases, Integration
Education
DePaul University 2005 — 2009
MS, Software Engineering
DePaul University 2002 — 2004
BS, Computer Science
Carleton University
Agile Unicorn, LLC August 2015 - Present
Echo Global Logistics June 2012 - July 2015
Echo Global Logistics July 2010 - June 2012
Family Office Exchange August 2005 - July 2010
Snap Solutions LLC May 2004 - June 2005
Flinn & Dreffein Engineering Co. May 2002 - May 2004
FreeDrive.com May 2001 - August 2001
Skills
T-SQL, ASP.NET MVC, Agile Methodologies, VB.NET, C#, Visual Studio, ASP.NET, Microsoft SQL Server, .NET, SQL, WCF, Scrum, JavaScript, LINQ, TFS, SSRS, Web Applications, AJAX, Agile Project Management, SOA, Web Services, Extreme Programming, Continuous Delivery, Continuous Integration, Test Driven Development, Automation, Test Automation, Software Development, SDLC, jQuery, Requirements Analysis, Project Management, Software Project..., Java, Enterprise Architecture, Web Development, Management, XML, Databases, Integration
Education
DePaul University 2005 — 2009
MS, Software Engineering
DePaul University 2002 — 2004
BS, Computer Science
Carleton University
Bruce Bunschoten's Family Office Exchange Experience 2006 - 2012
Job Investor | Environmentalist | Volunteer
Industry Civic & Social Organization
Experience
Multiple Non-Profit Organizations 2012 - Present
Family Office Exchange 2006 - 2012
Spectrem Group 2005 - 2006
Clear!Blue 2004 - 2005
True Value Company 1997 - 2004
Thomson Media Group 1994 - 1997
Crain Communications 1986 - 1994
Education
Central Michigan University
B.A., Journalism
Multiple Non-Profit Organizations 2012 - Present
Family Office Exchange 2006 - 2012
Spectrem Group 2005 - 2006
Clear!Blue 2004 - 2005
True Value Company 1997 - 2004
Thomson Media Group 1994 - 1997
Crain Communications 1986 - 1994
Education
Central Michigan University
B.A., Journalism
David Lincoln's Family Office Exchange Experience April 2007 - Present
Job Managing Director, Research at Family Office Exchange
Industry Financial Services
Experience
Family Office Exchange April 2007 - Present
Corporate Executive Board May 2001 - March 2007
Skills
Investments, Wealth Management, Leadership, Research, Management, Public Speaking, Management Consulting, Entrepreneurship, Strategy, Strategic Planning, Financial Services, Business Strategy, Start-ups
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
University of Virginia 1991 — 1995
BA, Economics and History
Family Office Exchange April 2007 - Present
Corporate Executive Board May 2001 - March 2007
Skills
Investments, Wealth Management, Leadership, Research, Management, Public Speaking, Management Consulting, Entrepreneurship, Strategy, Strategic Planning, Financial Services, Business Strategy, Start-ups
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
University of Virginia 1991 — 1995
BA, Economics and History
Anna Nichols's Family Office Exchange Experience 2010 - 2012
Job Director of Communications at Altair Advisers LLC
Industry Investment Management
Experience
Altair Advisers LLC June 2012 - Present
Family Office Exchange 2010 - 2012
Family Office Exchange December 2002 - August 2010
Association of the Bar of the City of New York September 1997 - November 2000
New York City YWCA May 1995 - August 1997
Skills
Program Management, High Net Worth..., Wealth Management, Wealth Management..., Wealth, Risk Management, Strategy, Family Office, Leadership Development, Asset Managment, Management, Marketing Strategy, Investments, Business Strategy, Leadership, Due Diligence, Financial Advisory, Financial Services, Marketing
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA
Guilford College 1991 — 1995
BA, History
Altair Advisers LLC June 2012 - Present
Family Office Exchange 2010 - 2012
Family Office Exchange December 2002 - August 2010
Association of the Bar of the City of New York September 1997 - November 2000
New York City YWCA May 1995 - August 1997
Skills
Program Management, High Net Worth..., Wealth Management, Wealth Management..., Wealth, Risk Management, Strategy, Family Office, Leadership Development, Asset Managment, Management, Marketing Strategy, Investments, Business Strategy, Leadership, Due Diligence, Financial Advisory, Financial Services, Marketing
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA
Guilford College 1991 — 1995
BA, History
Dan Raspatello's Family Office Exchange Experience May 2006 - May 2007
Job Labor & Employment Attorney at SP+ Corporation
Industry Law Practice
Experience
Standard Parking March 2013 - Present
Chicago Public Schools January 2011 - March 2013
McFadden & Dillon, P.C. December 2010 - February 2011
Cook County Public Defender's Office August 2010 - October 2010
The Simon Law FIrm May 2009 - May 2010
Harman & Fedick May 2008 - August 2008
Rivalfish, Inc. 2003 - 2008
Family Office Exchange May 2006 - May 2007
Skills
Social Media, Westlaw, Legal Research, Civil Litigation, Courts, Market Research, Litigation, Mediation, Appeals, Employment Law, Legal Assistance, Trials, Legal Writing, Arbitration
Education
Saint Louis University 2007 — 2010
Standard Parking March 2013 - Present
Chicago Public Schools January 2011 - March 2013
McFadden & Dillon, P.C. December 2010 - February 2011
Cook County Public Defender's Office August 2010 - October 2010
The Simon Law FIrm May 2009 - May 2010
Harman & Fedick May 2008 - August 2008
Rivalfish, Inc. 2003 - 2008
Family Office Exchange May 2006 - May 2007
Skills
Social Media, Westlaw, Legal Research, Civil Litigation, Courts, Market Research, Litigation, Mediation, Appeals, Employment Law, Legal Assistance, Trials, Legal Writing, Arbitration
Education
Saint Louis University 2007 — 2010
Naz Hassanein's Family Office Exchange Experience Senior DirectorCorporate executive board1997 - 2006
Job Managing Director at Family Office Exchange
Industry Financial Services
Experience
Family Office Exchange Senior DirectorCorporate executive board1997 - 2006
Education
Middlebury College 1993 — 1997
Family Office Exchange Senior DirectorCorporate executive board1997 - 2006
Education
Middlebury College 1993 — 1997
Ryan D. Liss, CPA's Family Office Exchange Experience July 2007 - May 2008
Job Trusted Advisor Family Office / High Net Worth
Industry Financial Services
Experience
Miller, Cooper & Co., Ltd. June 2012 - December 2012
BNR Partners LLC September 2008 - June 2012
Family Office Exchange July 2007 - May 2008
Consolidated Capital Management, LLC 2004 - 2007
Tandem PES / W R Creative Services 2001 - 2004
Friedman & Huey Associates LLP 1995 - 2001
Skills
Due Diligence, Accounting, Tax, Strategic Financial..., Private Equity, High Net Worth..., Hedge Funds, Managerial Finance, Alternative Investments, Mergers, Mergers & Acquisitions, Finance, CPA, SEC filings, Tax Accounting, Asset Management, Financial Services, Business Valuation, Strategic Planning
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 1994
MPA, Accounting
Highland Park High School
The University of Texas at Austin
Master in Professional Accounting, Taxation
Miller, Cooper & Co., Ltd. June 2012 - December 2012
BNR Partners LLC September 2008 - June 2012
Family Office Exchange July 2007 - May 2008
Consolidated Capital Management, LLC 2004 - 2007
Tandem PES / W R Creative Services 2001 - 2004
Friedman & Huey Associates LLP 1995 - 2001
Skills
Due Diligence, Accounting, Tax, Strategic Financial..., Private Equity, High Net Worth..., Hedge Funds, Managerial Finance, Alternative Investments, Mergers, Mergers & Acquisitions, Finance, CPA, SEC filings, Tax Accounting, Asset Management, Financial Services, Business Valuation, Strategic Planning
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 1994
MPA, Accounting
Highland Park High School
The University of Texas at Austin
Master in Professional Accounting, Taxation
Mariann Mihailidis's Family Office Exchange Experience November 1996 - Present
Job Managing Director at Family Office Exchange
Industry Financial Services
Experience
Family Office Exchange November 1996 - Present
Skills
Wealth Management, Family Office, Wealth Management..., High Net Worth..., Asset Allocation, Entrepreneurship, Estate Planning, Alternative Investments, Strategic Planning, Hedge Funds, Investment Management, Investments
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1987 — 1991
JD
University of Notre Dame 1973 — 1977
Family Office Exchange November 1996 - Present
Skills
Wealth Management, Family Office, Wealth Management..., High Net Worth..., Asset Allocation, Entrepreneurship, Estate Planning, Alternative Investments, Strategic Planning, Hedge Funds, Investment Management, Investments
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1987 — 1991
JD
University of Notre Dame 1973 — 1977
Scott Winslow's Family Office Exchange Experience April 2007 - February 2009
Job Managing Director Americas at RFi
Industry Banking
Experience
RFi August 2013 - Present
Executive Office of the President April 2012 - August 2013
AlliancePartners, LLC September 2009 - March 2012
Family Office Exchange April 2007 - February 2009
Executive Directors Forum August 2006 - April 2007
Deloitte June 2005 - September 2006
Datamonitor January 2004 - June 2005
Corporate Executive Board January 1998 - December 2002
Advisory Board 1989 - 1997
SNL Financial 1993 - 1994
Skills
Banking, Strategic Planning, Economics, Entrepreneurial Startups, Business Strategy, Qualitative Research, Market Research, Management Of..., Portfolio Management, Executive Facilitation, Presentation Development, Thought Leadership
Education
Tulane University - A.B. Freeman School of Business 1986 — 1988
MBA
University of Virginia 1982 — 1986
BA
RFi August 2013 - Present
Executive Office of the President April 2012 - August 2013
AlliancePartners, LLC September 2009 - March 2012
Family Office Exchange April 2007 - February 2009
Executive Directors Forum August 2006 - April 2007
Deloitte June 2005 - September 2006
Datamonitor January 2004 - June 2005
Corporate Executive Board January 1998 - December 2002
Advisory Board 1989 - 1997
SNL Financial 1993 - 1994
Skills
Banking, Strategic Planning, Economics, Entrepreneurial Startups, Business Strategy, Qualitative Research, Market Research, Management Of..., Portfolio Management, Executive Facilitation, Presentation Development, Thought Leadership
Education
Tulane University - A.B. Freeman School of Business 1986 — 1988
MBA
University of Virginia 1982 — 1986
BA
Alexandre Monnier's Family Office Exchange Experience 2012 - Present
Job President at Family Office Exchange
Industry Financial Services
Experience
Family Office Exchange 2012 - Present
PinnacleCare 2007 - 2012
Bombardier Skyjet 2003 - 2006
Bombardier Flexjet 2002 - 2003
Skills
Business Strategy, Strategic Planning, Corporate Development, Business Development, Family Office, Wealth Management, Entrepreneurship, Investments, Venture Capital, Private Equity, Strategy, Restructuring, Start-ups, Management Consulting, Due Diligence, Marketing Strategy, Mergers & Acquisitions, Asset Management, Emerging Markets, Portfolio Management, Strategic Partnerships, Financial Services, Hedge Funds
Education
ESCP Europe 1986 — 1989
Family Office Exchange 2012 - Present
PinnacleCare 2007 - 2012
Bombardier Skyjet 2003 - 2006
Bombardier Flexjet 2002 - 2003
Skills
Business Strategy, Strategic Planning, Corporate Development, Business Development, Family Office, Wealth Management, Entrepreneurship, Investments, Venture Capital, Private Equity, Strategy, Restructuring, Start-ups, Management Consulting, Due Diligence, Marketing Strategy, Mergers & Acquisitions, Asset Management, Emerging Markets, Portfolio Management, Strategic Partnerships, Financial Services, Hedge Funds
Education
ESCP Europe 1986 — 1989
Todd Luchik's Family Office Exchange Experience May 2012 - July 2014
Job Content Strategist/Digital Marketer
Industry Marketing and Advertising
Experience
Chicago Arts Partnership in Education February 2015 - Present
JLL July 2014 - December 2014
Family Office Exchange May 2012 - July 2014
Deloitte September 2007 - May 2012
Deloitte November 2005 - August 2007
Winning Workplaces October 2002 - November 2005
Arthur Andersen June 2000 - April 2002
Skills
Online Advertising, Web Analytics, Analytics, Content Management, Digital Marketing, Content Strategy, Web Content, Email Marketing, Social Media Marketing, Content Development, Public Relations, Editing, Web Editing, Brand Management, Writing, Editorial, Online Marketing, Integrated Marketing, Marketing Communications, Press Releases, Facebook, Copy Editing, Internal Communications, Marketing, Website Development, Social Media, Marketing Strategy, Google Adwords, Corporate Communications, Web Content Management, Digital Strategy, Copywriting, Newsletters, SEO, Strategic Communications, Blogging, Project Management, B2B Marketing, Corporate Branding, Direct Marketing
Education
University of Illinois at Chicago
Master of Arts (M.A.), English Language and Literature/Letters
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Chicago Arts Partnership in Education February 2015 - Present
JLL July 2014 - December 2014
Family Office Exchange May 2012 - July 2014
Deloitte September 2007 - May 2012
Deloitte November 2005 - August 2007
Winning Workplaces October 2002 - November 2005
Arthur Andersen June 2000 - April 2002
Skills
Online Advertising, Web Analytics, Analytics, Content Management, Digital Marketing, Content Strategy, Web Content, Email Marketing, Social Media Marketing, Content Development, Public Relations, Editing, Web Editing, Brand Management, Writing, Editorial, Online Marketing, Integrated Marketing, Marketing Communications, Press Releases, Facebook, Copy Editing, Internal Communications, Marketing, Website Development, Social Media, Marketing Strategy, Google Adwords, Corporate Communications, Web Content Management, Digital Strategy, Copywriting, Newsletters, SEO, Strategic Communications, Blogging, Project Management, B2B Marketing, Corporate Branding, Direct Marketing
Education
University of Illinois at Chicago
Master of Arts (M.A.), English Language and Literature/Letters
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Marisa Schrieber, MAT's Family Office Exchange Experience March 2008 - May 2008
Job Fire & Life Safety Educator, Public Information Office
Industry Primary/Secondary Education
Experience
New Lenox Fire Protection District May 2013 - Present
Compass School May 2012 - April 2013
Alpha Xi Delta 2009 - 2013
Owen Elementary School January 2012 - May 2012
Comfort Keepers February 2009 - April 2012
Wealth Exchange Solutions May 2008 - December 2008
Family Office Exchange March 2008 - May 2008
Stevens & Tate January 2007 - October 2007
Jordan Associates January 2005 - November 2006
Knights of Ak-Sar-Ben Foundation January 2003 - November 2004
Skills
Community Relations, Public Relations, Word, PowerPoint, Excel, Education, Team Leadership, Marketing Communications, Internet, Teaching, Advertising, Senior Services, Outlook, Social Media, Classroom, Healthcare, Community Outreach, Microsoft Office, Newsletters, Customer Service, Corporate Communications, Account Management, Sales, Media Relations, Marketing, Press Releases, Event Planning, Non-profits, Nonprofits, Fundraising, Time Management, Research, Social Networking, Program Management, Budgets, Volunteer Management, Photoshop, Facebook, Event Management, Editing, Leadership, Social Media Marketing, Leadership Development, Blogging, Community Development, Microsoft Excel, Microsoft Word
Education
Concordia University-River Forest 2009 — 2012
Master of Arts in Teaching
University of Nebraska at Omaha 1998 — 2002
BS, Interpersonal Communications/Mass Comm Minor
New Lenox Fire Protection District May 2013 - Present
Compass School May 2012 - April 2013
Alpha Xi Delta 2009 - 2013
Owen Elementary School January 2012 - May 2012
Comfort Keepers February 2009 - April 2012
Wealth Exchange Solutions May 2008 - December 2008
Family Office Exchange March 2008 - May 2008
Stevens & Tate January 2007 - October 2007
Jordan Associates January 2005 - November 2006
Knights of Ak-Sar-Ben Foundation January 2003 - November 2004
Skills
Community Relations, Public Relations, Word, PowerPoint, Excel, Education, Team Leadership, Marketing Communications, Internet, Teaching, Advertising, Senior Services, Outlook, Social Media, Classroom, Healthcare, Community Outreach, Microsoft Office, Newsletters, Customer Service, Corporate Communications, Account Management, Sales, Media Relations, Marketing, Press Releases, Event Planning, Non-profits, Nonprofits, Fundraising, Time Management, Research, Social Networking, Program Management, Budgets, Volunteer Management, Photoshop, Facebook, Event Management, Editing, Leadership, Social Media Marketing, Leadership Development, Blogging, Community Development, Microsoft Excel, Microsoft Word
Education
Concordia University-River Forest 2009 — 2012
Master of Arts in Teaching
University of Nebraska at Omaha 1998 — 2002
BS, Interpersonal Communications/Mass Comm Minor
Emily Kodner's Family Office Exchange Experience May 2012 - December 2012
Job Senior Digital Strategist at Sandstorm Design
Industry Marketing and Advertising
Experience
Sandstorm Design January 2013 - Present
Family Office Exchange May 2012 - December 2012
Family Office Exchange April 2011 - May 2012
Family Office Exchange December 2008 - April 2011
Chaos to Order September 2008 - December 2009
World Bank August 2006 - February 2008
Human Rights Campaign August 2005 - April 2006
George Washington University July 2004 - June 2005
Skills
Project Management, Program Management, Qualitative Research, Quantitative Research, Proposal Writing, Marketing Communications, Negotiation, Conflict Resolution, Mediation, Survey Design, Survey Research, Organization, Change Management, Web Project Management, Web Content Management, Event Planning, Management, Content Development, Fundraising, Research, Analytics, E-commerce
Education
The George Washington University 2004 — 2006
MA, International Affairs: Conflict Resolution
University of Missouri-Columbia 2000 — 2004
BA, Sociology and International Studies
Sandstorm Design January 2013 - Present
Family Office Exchange May 2012 - December 2012
Family Office Exchange April 2011 - May 2012
Family Office Exchange December 2008 - April 2011
Chaos to Order September 2008 - December 2009
World Bank August 2006 - February 2008
Human Rights Campaign August 2005 - April 2006
George Washington University July 2004 - June 2005
Skills
Project Management, Program Management, Qualitative Research, Quantitative Research, Proposal Writing, Marketing Communications, Negotiation, Conflict Resolution, Mediation, Survey Design, Survey Research, Organization, Change Management, Web Project Management, Web Content Management, Event Planning, Management, Content Development, Fundraising, Research, Analytics, E-commerce
Education
The George Washington University 2004 — 2006
MA, International Affairs: Conflict Resolution
University of Missouri-Columbia 2000 — 2004
BA, Sociology and International Studies
Kelley Joy's Family Office Exchange Experience September 2005 - June 2007
Job HR Business Partner at American Express
Industry Human Resources
Experience
American Express August 2011 - Present
American Express 2009 - August 2011
American Express May 2008 - August 2008
Family Office Exchange September 2005 - June 2007
Corporate Executive Board December 2004 - September 2005
Corporate Executive Board June 2004 - December 2004
Corporate Executive Board February 2003 - June 2004
Corporate Executive Board September 2002 - February 2003
Right Management August 2000 - September 2002
Right Management July 1999 - August 2000
Skills
Talent Management, Performance Management, Management, Personnel Management, Employee Engagement, Leadership, Human Resources, Project Management
Education
Cornell University 2007 — 2009
MILR, Industrial & Labor Relations
Washington and Lee University 1995 — 1999
BA, English
American Express August 2011 - Present
American Express 2009 - August 2011
American Express May 2008 - August 2008
Family Office Exchange September 2005 - June 2007
Corporate Executive Board December 2004 - September 2005
Corporate Executive Board June 2004 - December 2004
Corporate Executive Board February 2003 - June 2004
Corporate Executive Board September 2002 - February 2003
Right Management August 2000 - September 2002
Right Management July 1999 - August 2000
Skills
Talent Management, Performance Management, Management, Personnel Management, Employee Engagement, Leadership, Human Resources, Project Management
Education
Cornell University 2007 — 2009
MILR, Industrial & Labor Relations
Washington and Lee University 1995 — 1999
BA, English
Angel Webb's Family Office Exchange Experience July 2008 - June 2010
Job Vice President Relationship Management
Industry Financial Services
Experience
Northern Trust August 2012 - Present
Northern Trust March 2011 - July 2012
Family Office Exchange July 2008 - June 2010
Fidelity Investments July 2006 - June 2008
Northern Trust 1994 - 2006
Northern Trust January 2002 - May 2005
Skills
Strategy, Wealth Management, Risk Management, Financial Services, Leadership, Business Development, Management, Banking, Global Operations, Global Strategy, Security Operations, Business Planning, Relationship Management, Mutual Funds, Asset Management, Fixed Income, Equities, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2001
MBA
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Accounting
Northern Trust August 2012 - Present
Northern Trust March 2011 - July 2012
Family Office Exchange July 2008 - June 2010
Fidelity Investments July 2006 - June 2008
Northern Trust 1994 - 2006
Northern Trust January 2002 - May 2005
Skills
Strategy, Wealth Management, Risk Management, Financial Services, Leadership, Business Development, Management, Banking, Global Operations, Global Strategy, Security Operations, Business Planning, Relationship Management, Mutual Funds, Asset Management, Fixed Income, Equities, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2001
MBA
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Accounting
Laura Petruniak's Family Office Exchange Experience July 2002 - Present
Job Member Relations Coordinator
Industry Research
Experience
Family Office Exchange July 2002 - Present
Family Ofice Exchange 2002 - Present
Skills
Web Content Management, Event Planning, Social Media Marketing, Social Media, Member Relations, Newsletters, Email Marketing, Coaching, Marketing Communications, Nonprofits, Media Relations, Editing, Strategic Communications, Web Content, Public Relations, Public Speaking
Education
Loyola University Chicago 1975 — 1979
Bachelor's Degree, Sociology, Dean's List
Family Office Exchange July 2002 - Present
Family Ofice Exchange 2002 - Present
Skills
Web Content Management, Event Planning, Social Media Marketing, Social Media, Member Relations, Newsletters, Email Marketing, Coaching, Marketing Communications, Nonprofits, Media Relations, Editing, Strategic Communications, Web Content, Public Relations, Public Speaking
Education
Loyola University Chicago 1975 — 1979
Bachelor's Degree, Sociology, Dean's List
Ryan Steingard's Family Office Exchange Experience January 2003 - January 2005
Job General Manager, India at Remitly
Industry Marketing and Advertising
Experience
Remitly April 2015 - Present
zulily May 2014 - April 2015
zulily November 2010 - April 2014
Bernstein Global Wealth Management November 2009 - October 2010
Bernstein Global Wealth Management November 2006 - November 2009
Bernstein Global Wealth Management January 2005 - November 2006
Family Office Exchange January 2003 - January 2005
Corporate Executive Board October 2002 - January 2003
Corporate Executive Board October 2001 - October 2002
Corporate Executive Board September 2000 - October 2001
Skills
Online Marketing, Email Marketing, E-commerce, Start-ups, Microsoft Excel, SQL, Marketing Strategy, Social Media Marketing, Analytics, Entrepreneurship, Social Media, Business Strategy, Team Building, Leadership, Strategy, Marketing, Team Leadership, Analysis, Market Research, Business Analysis
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Marketing and Finance
Harvard University 1996 — 2000
BA, History (International Relations)
Remitly April 2015 - Present
zulily May 2014 - April 2015
zulily November 2010 - April 2014
Bernstein Global Wealth Management November 2009 - October 2010
Bernstein Global Wealth Management November 2006 - November 2009
Bernstein Global Wealth Management January 2005 - November 2006
Family Office Exchange January 2003 - January 2005
Corporate Executive Board October 2002 - January 2003
Corporate Executive Board October 2001 - October 2002
Corporate Executive Board September 2000 - October 2001
Skills
Online Marketing, Email Marketing, E-commerce, Start-ups, Microsoft Excel, SQL, Marketing Strategy, Social Media Marketing, Analytics, Entrepreneurship, Social Media, Business Strategy, Team Building, Leadership, Strategy, Marketing, Team Leadership, Analysis, Market Research, Business Analysis
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Marketing and Finance
Harvard University 1996 — 2000
BA, History (International Relations)
Heather Asher's Family Office Exchange Experience June 2008 - Present
Job Relationship Manager at Family Office Exchange
Industry Financial Services
Experience
Family Office Exchange June 2008 - Present
Aon January 2001 - January 2007
Skills
Wealth Management, Public Speaking, Strategic Planning, Investments, Asset Management, Marketing, Alternative Investments, Financial Services, Marketing Strategy, Investment Management, Management Consulting, Start-ups, Strategic Financial..., Financial Advisory, Estate Planning, High Net Worth..., Strategy, Risk Management, Portfolio Management, Wealth Management..., Hedge Funds, Mergers & Acquisitions, Asset Allocation, Entrepreneurship, Wealth, Investment Advisory, Investment Strategies, Venture Capital, Family Office, Due Diligence, Mutual Funds, Series 7, Private Equity
Education
DePaul University 2007 — 2008
Masters, Corporate & Multi-Cultural Communications
University of Wisconsin-Madison 1996 — 2000
Barrington High School
Family Office Exchange June 2008 - Present
Aon January 2001 - January 2007
Skills
Wealth Management, Public Speaking, Strategic Planning, Investments, Asset Management, Marketing, Alternative Investments, Financial Services, Marketing Strategy, Investment Management, Management Consulting, Start-ups, Strategic Financial..., Financial Advisory, Estate Planning, High Net Worth..., Strategy, Risk Management, Portfolio Management, Wealth Management..., Hedge Funds, Mergers & Acquisitions, Asset Allocation, Entrepreneurship, Wealth, Investment Advisory, Investment Strategies, Venture Capital, Family Office, Due Diligence, Mutual Funds, Series 7, Private Equity
Education
DePaul University 2007 — 2008
Masters, Corporate & Multi-Cultural Communications
University of Wisconsin-Madison 1996 — 2000
Barrington High School
Jo Wellman's Family Office Exchange Experience Relationship ManagerFamiy Office Exchange2001 - 2010
Job Senior Relationship Manager at Family Office Exchange
Industry Research
Experience
Family Office Exchange Relationship ManagerFamiy Office Exchange2001 - 2010
Education
DePaul University
Family Office Exchange Relationship ManagerFamiy Office Exchange2001 - 2010
Education
DePaul University
Jennifer Beach's Family Office Exchange Experience 1994 - 1998
Job Associate Director Communications, UnitedHealthcare
Industry Public Relations and Communications
Experience
UnitedHealthcare January 2013 - Present
UnitedHealthcare January 2011 - January 2013
Mercer April 2010 - January 2011
Calhoun Beach Consulting, LLC August 2009 - March 2010
Mercer May 2008 - October 2008
Mercer July 2004 - May 2008
Mercer October 2000 - June 2004
Hewitt Associates May 1999 - September 2000
I/O Solutions, Inc. January 1998 - March 1999
Family Office Exchange 1994 - 1998
Skills
Interviews, Focus Groups, Surveying, Internal Communications, Research, Employee Engagement, Employee Surveys, Organizational..., Employee Benefits, Corporate Communications, Communications Planning, Human Resources, Change Management, Strategic Communications, HR Consulting, Newsletters, Project Management
Education
Illinois Institute of Technology 1995 — 1997
MA, Personnel and Human Resource Development
Beloit College 1989 — 1993
BA, Psychology
UnitedHealthcare January 2013 - Present
UnitedHealthcare January 2011 - January 2013
Mercer April 2010 - January 2011
Calhoun Beach Consulting, LLC August 2009 - March 2010
Mercer May 2008 - October 2008
Mercer July 2004 - May 2008
Mercer October 2000 - June 2004
Hewitt Associates May 1999 - September 2000
I/O Solutions, Inc. January 1998 - March 1999
Family Office Exchange 1994 - 1998
Skills
Interviews, Focus Groups, Surveying, Internal Communications, Research, Employee Engagement, Employee Surveys, Organizational..., Employee Benefits, Corporate Communications, Communications Planning, Human Resources, Change Management, Strategic Communications, HR Consulting, Newsletters, Project Management
Education
Illinois Institute of Technology 1995 — 1997
MA, Personnel and Human Resource Development
Beloit College 1989 — 1993
BA, Psychology
Ronald Dowty's Family Office Exchange Experience September 2009 - April 2011
Job Managing Director at a private hedge fund
Industry Management Consulting
Experience
a private hedge fund December 2010 - Present
Family Office Exchange September 2009 - April 2011
Towers Perrin March 2007 - December 2008
International Survey Research LLC 2001 - 2008
iNews 1999 - 2000
Dynatech Corporation 1992 - 1998
Skills
Due Diligence, Change Management, Strategic Planning, Mergers
Education
DePaul University College of Law 1983 — 1986
JD
The University of Chicago Booth School of Business 1969 — 1974
MBA, Accounting
Indiana University Bloomington 1965 — 1968
BA, Government, Economics
a private hedge fund December 2010 - Present
Family Office Exchange September 2009 - April 2011
Towers Perrin March 2007 - December 2008
International Survey Research LLC 2001 - 2008
iNews 1999 - 2000
Dynatech Corporation 1992 - 1998
Skills
Due Diligence, Change Management, Strategic Planning, Mergers
Education
DePaul University College of Law 1983 — 1986
JD
The University of Chicago Booth School of Business 1969 — 1974
MBA, Accounting
Indiana University Bloomington 1965 — 1968
BA, Government, Economics
Charone Williams's Family Office Exchange Experience 1998 - 2000
Job Ebusiness/Marketing Systems Manager at Henkel
Industry Chemicals
Experience
Henkel April 2008 - Present
Henkel April 2008 - April 2010
National Starch & Chemical 2006 - 2008
National Starch & Chemical 2000 - 2006
Family Office Exchange 1998 - 2000
Cordis, Johnson & Johnson 1996 - 1998
Skills
Marketing Management, Cross-functional Team..., Marketing Strategy, Competitive Analysis, Product Development, SEO, Analytics, Marketing, Product Marketing, Strategy
Education
University of Phoenix
Bachelor's Degree, Business Administration and Management, General
Henkel April 2008 - Present
Henkel April 2008 - April 2010
National Starch & Chemical 2006 - 2008
National Starch & Chemical 2000 - 2006
Family Office Exchange 1998 - 2000
Cordis, Johnson & Johnson 1996 - 1998
Skills
Marketing Management, Cross-functional Team..., Marketing Strategy, Competitive Analysis, Product Development, SEO, Analytics, Marketing, Product Marketing, Strategy
Education
University of Phoenix
Bachelor's Degree, Business Administration and Management, General
Sally Noble's Family Office Exchange Experience 1998 - 2000
Job Experienced Administrator and Teacher
Industry Higher Education
Experience
City Colleges of Chicago January 2013 - Present
National Louis University September 2012 - Present
Spruce- Financial Services for Life September 2013 - May 2014
Associated Colleges of the Midwest January 2008 - December 2012
University of Chicago September 2000 - January 2008
Family Office Exchange 1998 - 2000
Wilbur Wright College, City Colleges of Chicago 1993 - 1998
Crossroads International Student Center 1990 - 1993
Skills
Grant Writing, Research, Higher Education, Program Development, Teaching, Education, Nonprofits, Adult Education, Grants, International Education, Photography, Fundraising, Program Evaluation, Intercultural..., Program Management, Tamil/South Indian ..., Volunteer Management, Curriculum Design, Public Policy, Educational Travel..., Proposal Writing, Budgets, Editing, Event Management, Curriculum Development, Policy Analysis, Staff Development
Education
University of Chicago
PhD, South Asian Studies
Kalamazoo College
Bachelor's degree, Religion, English/Anthro cognate studies
City Colleges of Chicago January 2013 - Present
National Louis University September 2012 - Present
Spruce- Financial Services for Life September 2013 - May 2014
Associated Colleges of the Midwest January 2008 - December 2012
University of Chicago September 2000 - January 2008
Family Office Exchange 1998 - 2000
Wilbur Wright College, City Colleges of Chicago 1993 - 1998
Crossroads International Student Center 1990 - 1993
Skills
Grant Writing, Research, Higher Education, Program Development, Teaching, Education, Nonprofits, Adult Education, Grants, International Education, Photography, Fundraising, Program Evaluation, Intercultural..., Program Management, Tamil/South Indian ..., Volunteer Management, Curriculum Design, Public Policy, Educational Travel..., Proposal Writing, Budgets, Editing, Event Management, Curriculum Development, Policy Analysis, Staff Development
Education
University of Chicago
PhD, South Asian Studies
Kalamazoo College
Bachelor's degree, Religion, English/Anthro cognate studies
Joseph C. Dellaria, Sr's Family Office Exchange Experience February 1995 - June 1998
Job President
Industry Construction
Experience
Culver Military Academy June 2014 - Present
DellPro, Inc. June 2010 - Present
Ecolab Pest Elimination January 2008 - May 2010
Ecolab Pest Elimination June 2006 - January 2008
Ecolab Pest Elimination June 2003 - June 2006
Self-Employed May 2002 - June 2003
Ray & Berndtson September 2000 - May 2002
Risch + Darlington June 1998 - September 2000
Family Office Exchange February 1995 - June 1998
Budget Car Rental Systems Incorporated September 1991 - February 1995
Skills
Executive Search, Technical Recruiting, Professional Services, Talent Acquisition, Change Management, Management Consulting, Consulting, Team Building, Contract Negotiation, New Business Development, Management, Strategic Planning, Carpentry, Construction Management, Renovation, Handyman Services, Interior Design, Organizational Design, Organization, Customer Service, Small Business, Marketing, Human Resources, Recruiting, Troubleshooting, Transition Planning, Leadership, Public Speaking, Training, Process Improvement, Microsoft Office, Event Planning, Program Management, Sales, Business Development
Education
Northeastern Illinois University 1982 — 1986
BA, English
Holy Cross 1978 — 1982
HS Diploma, College Prep Studies
Culver Military Academy 1977 — 1979
Naval Studies, Summer Naval School
Culver Military Academy June 2014 - Present
DellPro, Inc. June 2010 - Present
Ecolab Pest Elimination January 2008 - May 2010
Ecolab Pest Elimination June 2006 - January 2008
Ecolab Pest Elimination June 2003 - June 2006
Self-Employed May 2002 - June 2003
Ray & Berndtson September 2000 - May 2002
Risch + Darlington June 1998 - September 2000
Family Office Exchange February 1995 - June 1998
Budget Car Rental Systems Incorporated September 1991 - February 1995
Skills
Executive Search, Technical Recruiting, Professional Services, Talent Acquisition, Change Management, Management Consulting, Consulting, Team Building, Contract Negotiation, New Business Development, Management, Strategic Planning, Carpentry, Construction Management, Renovation, Handyman Services, Interior Design, Organizational Design, Organization, Customer Service, Small Business, Marketing, Human Resources, Recruiting, Troubleshooting, Transition Planning, Leadership, Public Speaking, Training, Process Improvement, Microsoft Office, Event Planning, Program Management, Sales, Business Development
Education
Northeastern Illinois University 1982 — 1986
BA, English
Holy Cross 1978 — 1982
HS Diploma, College Prep Studies
Culver Military Academy 1977 — 1979
Naval Studies, Summer Naval School
glenn venzke's Family Office Exchange Experience August 2010 - September 2014
Job Experienced Web Developer
Industry Financial Services
Experience
Serengeti March 2015 - Present
Family Office Exchange August 2010 - September 2014
Equiguard, Inc/Servicenet July 2003 - June 2011
Tucker Knapp November 2000 - December 2002
MindBuilder November 1999 - September 2000
Tribesoft November 1998 - August 1999
Skills
ASP, ASP.NET, VB.NET, Web Development, C#, Visual Studio, Microsoft SQL Server, SQL Server Management..., Database Design, XML, JavaScript, Database Administration, JQuery, WCF Services, SQL Server Reporting..., SQL, .NET
Education
Columbia College Chicago 1994 — 1998
Bachelors, Electronic Multimedia, Radio Production
Serengeti March 2015 - Present
Family Office Exchange August 2010 - September 2014
Equiguard, Inc/Servicenet July 2003 - June 2011
Tucker Knapp November 2000 - December 2002
MindBuilder November 1999 - September 2000
Tribesoft November 1998 - August 1999
Skills
ASP, ASP.NET, VB.NET, Web Development, C#, Visual Studio, Microsoft SQL Server, SQL Server Management..., Database Design, XML, JavaScript, Database Administration, JQuery, WCF Services, SQL Server Reporting..., SQL, .NET
Education
Columbia College Chicago 1994 — 1998
Bachelors, Electronic Multimedia, Radio Production
Joseph McNulty III's Family Office Exchange Experience 2007 - 2008
Job Sr Consultant at West Monroe Partners
Industry Information Technology and Services
Experience
West Monroe Partners April 2014 - Present
salesforce.com January 2013 - April 2014
Model Metrics (a Salesforce.com company) January 2011 - January 2013
Rosenthal Collins Group 2008 - 2010
Family Office Exchange 2007 - 2008
Skills
C#, Salesforce.com..., Salesforce.com..., Apex Programming, Visualforce Pages, C++, VB.NET, ASP.NET, Java, Salesforce.com..., JavaScript, Salesforce.com, .NET, Web Development, Cloud Computing, CRM, SaaS, Consulting, Agile Methodologies, Integration, Mobile Applications, Software Development
Education
DePaul University 2004 — 2008
BS, Computer Game Development
DePaul University 2004 — 2008
BS, Information Technology
West Monroe Partners April 2014 - Present
salesforce.com January 2013 - April 2014
Model Metrics (a Salesforce.com company) January 2011 - January 2013
Rosenthal Collins Group 2008 - 2010
Family Office Exchange 2007 - 2008
Skills
C#, Salesforce.com..., Salesforce.com..., Apex Programming, Visualforce Pages, C++, VB.NET, ASP.NET, Java, Salesforce.com..., JavaScript, Salesforce.com, .NET, Web Development, Cloud Computing, CRM, SaaS, Consulting, Agile Methodologies, Integration, Mobile Applications, Software Development
Education
DePaul University 2004 — 2008
BS, Computer Game Development
DePaul University 2004 — 2008
BS, Information Technology
David Toth's Family Office Exchange Experience October 2014 - Present
Job Strategic Leader in Wealth & Investing Businesses
Industry Financial Services
Experience
Family Office Exchange October 2014 - Present
PNC December 2011 - Present
PNC Financial Services Group March 2000 - December 2011
Skills
Wealth Management, Strategy, Portfolio Management, Investments, Asset Management, Financial Services, Leadership, Management, Alternative Investments, Asset Allocation, Risk Management, Mutual Funds, Securities
Education
University of Detroit Mercy 1982 — 1984
Master of Business Administration (MBA), Marketing/Marketing Management, General
University of Michigan 1975 — 1979
Bachelors of Business, Finance
Family Office Exchange October 2014 - Present
PNC December 2011 - Present
PNC Financial Services Group March 2000 - December 2011
Skills
Wealth Management, Strategy, Portfolio Management, Investments, Asset Management, Financial Services, Leadership, Management, Alternative Investments, Asset Allocation, Risk Management, Mutual Funds, Securities
Education
University of Detroit Mercy 1982 — 1984
Master of Business Administration (MBA), Marketing/Marketing Management, General
University of Michigan 1975 — 1979
Bachelors of Business, Finance
Rona L. Mizrachi Dealy, M.S.'s Family Office Exchange Experience November 2004 - April 2005
Job Process Improvement Facilitator at University of Illinois at Chicago
Industry Banking
Experience
University of Illinois at Chicago June 2014 - Present
Citizens Bank April 2013 - February 2014
Citizens Bank September 2012 - March 2013
Citizens Bank May 2006 - February 2013
Citizens Bank May 2006 - February 2013
Citizens Bank April 2009 - September 2012
ABN AMRO Bank March 2006 - April 2009
ABN AMRO Bank March 2006 - April 2009
Various Law Firms & Companies May 2005 - January 2006
Family Office Exchange November 2004 - April 2005
Skills
Six Sigma, Project Management, Procurement, Negotiation, Data Analysis &..., Program Management, Process Creation &..., Team Coaching, Contractual Legal Review, Coaching, Outsourcing, Analysis, Management, Strategy, Vendor Management, Leadership, Operations Management, Process Improvement, Supply Chain Management, Sourcing, Business Process, Contract Management, Strategic Sourcing, Human Resources, Team Building, Strategic Planning, Logistics, Business Strategy, Risk Management
Education
Florida State University 1987 — 1989
Masters, Marketing Communications
University of Florida 1985 — 1987
Bachelor of Applied Science (B.A.Sc.), Public Relations & Communications
University of Illinois at Chicago June 2014 - Present
Citizens Bank April 2013 - February 2014
Citizens Bank September 2012 - March 2013
Citizens Bank May 2006 - February 2013
Citizens Bank May 2006 - February 2013
Citizens Bank April 2009 - September 2012
ABN AMRO Bank March 2006 - April 2009
ABN AMRO Bank March 2006 - April 2009
Various Law Firms & Companies May 2005 - January 2006
Family Office Exchange November 2004 - April 2005
Skills
Six Sigma, Project Management, Procurement, Negotiation, Data Analysis &..., Program Management, Process Creation &..., Team Coaching, Contractual Legal Review, Coaching, Outsourcing, Analysis, Management, Strategy, Vendor Management, Leadership, Operations Management, Process Improvement, Supply Chain Management, Sourcing, Business Process, Contract Management, Strategic Sourcing, Human Resources, Team Building, Strategic Planning, Logistics, Business Strategy, Risk Management
Education
Florida State University 1987 — 1989
Masters, Marketing Communications
University of Florida 1985 — 1987
Bachelor of Applied Science (B.A.Sc.), Public Relations & Communications
Sheila D'Amore's Family Office Exchange Experience 2000 - 2001
Job Administrative Assistant at Peoples Gas Company
Industry Food & Beverages
Experience
Peoples Gas Company April 2012 - Present
Tootsie Roll Industries April 2007 - May 2011
Weyerhaeuser January 2001 - February 2007
Family Office Exchange 2000 - 2001
Sunbeam Health-O-Meter 1999 - 2000
Danly Machine Company 1984 - 1998
Skills
Excel, Microsoft Office, Access, Research, Word, Customer Service, PowerPoint, Outlook, Administrative Support, Data Entry, Teamwork, Spreadsheets, Typing, Microsoft Word, Administrative..., Office Management
Education
Moraine Valley Community College
Associate of Science (AS), Business Administration and Management, General
Peoples Gas Company April 2012 - Present
Tootsie Roll Industries April 2007 - May 2011
Weyerhaeuser January 2001 - February 2007
Family Office Exchange 2000 - 2001
Sunbeam Health-O-Meter 1999 - 2000
Danly Machine Company 1984 - 1998
Skills
Excel, Microsoft Office, Access, Research, Word, Customer Service, PowerPoint, Outlook, Administrative Support, Data Entry, Teamwork, Spreadsheets, Typing, Microsoft Word, Administrative..., Office Management
Education
Moraine Valley Community College
Associate of Science (AS), Business Administration and Management, General
Alexander Ronaldson's Family Office Exchange Experience October 2010 - May 2012
Job Administrative Assistant at Comprehensive Transplant Center, Northwestern Medical Faculty Foundation
Industry Higher Education
Experience
Northwestern Medical Faculty Foundation June 2012 - Present
Family Office Exchange October 2010 - May 2012
Advanced Resources August 2011 - October 2011
Skills
Leadership Development, Event Management, Microsoft Office, PowerPoint, Microsoft Excel, Copy Editing, Succession Planning, Project Management, Project Planning, Strategy, Marketing Communications, Copywriting, Change Management, Program Management, Social Media Marketing
Education
Loyola University of Chicago 2010 — 2014
Master of Divinity (M.Div.), Divinity/Ministry, 3.9
Marquette University 2006 — 2010
Bachelor of Arts (B.A.), Theology
Northwestern Medical Faculty Foundation June 2012 - Present
Family Office Exchange October 2010 - May 2012
Advanced Resources August 2011 - October 2011
Skills
Leadership Development, Event Management, Microsoft Office, PowerPoint, Microsoft Excel, Copy Editing, Succession Planning, Project Management, Project Planning, Strategy, Marketing Communications, Copywriting, Change Management, Program Management, Social Media Marketing
Education
Loyola University of Chicago 2010 — 2014
Master of Divinity (M.Div.), Divinity/Ministry, 3.9
Marquette University 2006 — 2010
Bachelor of Arts (B.A.), Theology
Ashley Rose Peterson's Family Office Exchange Experience August 2013 - Present
Job Student at Kendall College
Industry Hospitality
Experience
Omni Hotels May 2014 - Present
Family Office Exchange August 2013 - Present
Graham Enterprise May 2008 - Present
PLS Financial Services October 2007 - February 2008
Party City September 2004 - August 2006
Skills
Customer Service, Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, Time Management, Customer Satisfaction, PowerPoint, Team Leadership, Outlook, Supervisory Skills, Leadership, Troubleshooting, Management, Inventory Management, Training, Data Entry, Access
Education
Kendall College 2012 — 2015
Bachelor of Arts (B.A.), Hospitality Management
City Colleges of Chicago-Harold Washington College 2010 — 2012
General Studies
Omni Hotels May 2014 - Present
Family Office Exchange August 2013 - Present
Graham Enterprise May 2008 - Present
PLS Financial Services October 2007 - February 2008
Party City September 2004 - August 2006
Skills
Customer Service, Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, Time Management, Customer Satisfaction, PowerPoint, Team Leadership, Outlook, Supervisory Skills, Leadership, Troubleshooting, Management, Inventory Management, Training, Data Entry, Access
Education
Kendall College 2012 — 2015
Bachelor of Arts (B.A.), Hospitality Management
City Colleges of Chicago-Harold Washington College 2010 — 2012
General Studies
Naz Hassanein's Family Office Exchange Experience October 2005 - June 2013
Job Ballentine Partners, LLC
Industry Financial Services
Experience
Ballentine Partners, LLC July 2013 - Present
Family Office Exchange October 2005 - June 2013
CEB September 1997 - November 2004
Skills
Marketing Communications, Event Planning, Copywriting, Strategy, Event Management
Education
Middlebury College 1993 — 1997
English
King's College London, U. of London
Lincoln-Sudbury Regional High School
Ballentine Partners, LLC July 2013 - Present
Family Office Exchange October 2005 - June 2013
CEB September 1997 - November 2004
Skills
Marketing Communications, Event Planning, Copywriting, Strategy, Event Management
Education
Middlebury College 1993 — 1997
English
King's College London, U. of London
Lincoln-Sudbury Regional High School