First Chicago Capital Markets, Inc.

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First Chicago Capital Markets, Inc. Employees

Employee
Years
Job
Industry
Stefan James Stefan James Chicago, Illinois Details
Stefan James's First Chicago Capital Markets, Inc. Experience 1990 - January 1996
Job Managing Director at Deutsche Bank Securities
Industry Financial Services
Experience
Deutsche Bank Securities  April 2015 - Present
Deutsche Bank Securities  June 2014 - Present
J.P. Morgan   August 2011 - June 2014
Bank of America Merrill Lynch  August 2006 - August 2011
JPMorgan Chase  October 1998 - August 2006
Corus Bank  1997 - May 1998
Corus Financial, Inc.   January 1996 - May 1998
First Chicago Capital Markets, Inc.   1990 - January 1996
The First National Bank of Chicago  1987 - 1990
The First National Bank of Chicago  1986 - 1987

Skills
Corporate Finance, Management, Banking, Leadership, Commercial Banking, Financial Services, Corporate Law, Securities, Investment Banking, Equities, Portfolio Management, Investments, Supply Chain, Hedge Funds, Private Equity

Education
Northwestern University - Kellogg School of Management   1990 — 1992
MBA, Finance, Management

Cornell University   1980 — 1984
Bachelor of Arts, History

Lisa Haag Lisa Haag Greater Chicago Area Details
Lisa Haag's First Chicago Capital Markets, Inc. Experience 1995 - 1997
Job Director, Investment Strategy at Boeing
Industry Investment Management
Experience
Boeing  June 2012 - Present
The Boeing Company  September 2009 - June 2012
The Boeing Company  February 2008 - November 2010
Trustmark Insurance Company  May 2001 - December 2007
Banc One Capital Markets  1998 - 2000
Banc One Capital Markets  1995 - 2000
Banc One Capital Markets  1997 - 1998
First Chicago Capital Markets, Inc.   1995 - 1997
Stein Roe & Farnham  1987 - 1995

Skills
Investment Strategies, Collaborative Working, Investments, Fixed Income, Asset Allocation, Asset Management, Alternative Investments, Investment Management, Risk Management, Hedge Funds, Team Leadership, Scenario Analysis, Presentations, Flexible to Change, Adaptive Leadership, Finance, Asset Managment, Equities, Collaborative..., Structured Finance, Portfolio Management, Structured Products, Fixed Income Analysis, Pensions, Global Macro

Education
The University of Chicago - Booth School of Business   1984 — 1987
MBA, Booth Graduate School of Business, Finance

Georgetown University
BA, Government, Economics

William Banks William Banks Greater Chicago Area Details
William Banks's First Chicago Capital Markets, Inc. Experience 1983 - 1998
Job I have retired. I am currently available for corp. board service in the energy sector and notforprofit opportunities.
Industry Oil & Energy
Experience
Retired  2014 - Present
Southwestern Energy  2009 - 2014
SunTrust Robinson Humphrey  2006 - 2009
JPMorgan Securities, Inc  2004 - 2006
Bank One  1998 - 2004
First Chicago Capital Markets, Inc.   1983 - 1998

Skills
Risk Management, Capital Markets, Corporate Finance, Investment Banking, Treasury Management, Financial Analysis, Mergers, Financial Modeling, Financial Structuring, Banking, Fixed Income, Energy, Asset Management, Credit, Financial Services, Loans, Due Diligence, Valuation, Treasury, Trading, Derivatives, Finance, Mergers & Acquisitions

Education
Northwestern University - Kellogg School of Management   1981 — 1983
MBA, Finance and Marketing

Macalester College   1971 — 1975
BA, Biology

Sherry Perchik, CFA Sherry Perchik, CFA Greater Atlanta Area Details
Sherry Perchik, CFA's First Chicago Capital Markets, Inc. Experience August 1993 - August 1997
Job Vice President, Financial Advisor, Premier Wealth Management Group, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  January 2015 - Present
J.P. Morgan   January 2010 - January 2015
AEGON  August 2006 - June 2009
AEGON  December 2001 - August 2006
Darwin Networks, Inc.   February 1999 - November 2000
First Chicago Capital Markets, Inc.   August 1993 - August 1997
The Robinson-Humphrey Company  August 1986 - August 1989

Skills
Fixed Income, Investments, Alternative Investments, Hedge Funds, Portfolio Management, Capital Markets, Asset Allocation, Asset Managment, Financial Modeling, Derivatives, Equities, Securities, Risk Management, Finance, Asset Management

Education
Duke University - The Fuqua School of Business   1989 — 1991
MBA, Business/Finance

Tulane University - A.B. Freeman School of Business   1982 — 1986
BSM, Business/Finance

The Montgomery Academy   1970 — 1982
High School Diploma

Rick Bedell Rick Bedell Greater Chicago Area Details
Rick Bedell's First Chicago Capital Markets, Inc. Experience 1994 - 1995
Job US Bank Treasury Management Consultant
Industry Banking
Experience
US Bank  April 2012 - Present
Sales Integrity, Inc.   June 2011 - April 2012
Name Droppers   June 2007 - December 2010
Naperville Area Chamber of Commerce  December 2008 - November 2010
Allstate Financial  2006 - 2007
Allstate Corporation  2003 - 2006
Allstate Financial  2001 - 2002
Bank One Corporation  1997 - 2000
First Chicago NBD Corporation  1996 - 1997
First Chicago Capital Markets, Inc.   1994 - 1995

Skills
Relationship Management, New Business Development, Negotiating Contracts, Transaction Execution, Strategic Planning and..., Project Management, Operations/Production..., Investor Relations, Team Development, Team Building, ALM Risk Management, Non-profit Board..., Contract Negotiation, Strategy, Strategic Planning, Business Development, Risk Management, Marketing, Transaction Processing, Entrepreneurship, Sales, Portfolio Management, Banking, Program Management, Sales Management, B2B, Treasury Management, Business Planning, Financial Analysis, Management

Education
Weatherhead School of Management at Case Western Reserve University   1992 — 1994
MBA, Finance

John Carroll University   1985 — 1988
BSBA, Finance; Computer Science

Holy Name H.S.   1981 — 1984
High School

Steven Trout Steven Trout Greater Chicago Area Details
Steven Trout's First Chicago Capital Markets, Inc. Experience September 1992 - August 1999
Job Vice President, Municipal Lending at Wintrust Financial Corporation
Industry Banking
Experience
Wintrust Financial Corporation  June 2011 - Present
Illinois Finance Authority  March 2008 - June 2010
Illinois Finance Authority  March 2005 - March 2008
Illinois Finance Authority  June 2001 - February 2008
Bank One  September 1999 - May 2001
First Chicago Capital Markets, Inc.   September 1992 - August 1999
First National Bank of Chicago  September 1986 - August 1992

Skills
Credit, Financial Analysis, Credit Analysis, Portfolio Management, Finance, Loans, Banking, Investment Banking, Project Finance, Structured Finance, Financial Structuring, Analysis, Underwriting, Treasury Management, Financial Services, Bonds, Program Management, Management, Relationship Management, Securities, Capital Markets, Financial Modeling, Renewable Energy, Public Finance, Municipal Bonds, Investments, Funding, Series 7, Loan Origination, Commercial Lending, Fixed Income

Education
Northwestern University - Kellogg School of Management   1989 — 1991
MBA, Finance and Management Policy

University of Maryland School of Public Affairs   1982 — 1984
Master of Public Managerment, State and Local Government

Guilford College   1978 — 1982
BS, Sociology

College of DuPage   2002 — 2004
Accounting

Robert Rischard Robert Rischard Greater Chicago Area Details
Robert Rischard's First Chicago Capital Markets, Inc. Experience January 1992 - February 1996
Job Career Counselor at The University of Notre Dame
Industry Investment Banking
Experience
University of Notre Dame  August 2009 - Present
J. P. Morgan   June 2004 - February 2009
Banc One Capital Markets, Inc.   January 2000 - June 2004
Banc One Capital Markets, Inc.   February 1996 - January 2000
First Chicago Capital Markets, Inc.   January 1992 - February 1996

Skills
Resume Writing, Finance, Capital Markets, Corporate Finance, Financial Analysis, Career Counseling, Valuation, Negotiation, Counseling Psychology, Financial Modeling

Education
Indiana University - Kelley School of Business   1984 — 1986
M.B.A., Finance

University of Notre Dame - Mendoza College of Business   1980 — 1984
B.B.A., Management, History

Mt. St. Mary High School   1976 — 1980
Graduate

Peter Bolton Peter Bolton Greater Detroit Area Details
Peter Bolton's First Chicago Capital Markets, Inc. Experience June 1990 - June 1997
Job Member at Wolfson Bolton PLLC
Industry Law Practice
Experience
Wolfson Bolton PLLC   Associate Director - Global Supplier Risk ManagementVisteon CorporationJanuary 2007 - February 2009
Compliance Systems, Inc.   June 2005 - January 2007
Honigman Miller Schwartz and Cohn LLP  January 2001 - June 2005
Foley & Lardner LLP  January 2001 - January 2002
Honigman Miller Schwartz and Cohn LLP  September 1997 - January 2001
First Chicago Capital Markets, Inc.   June 1990 - June 1997

Skills
Bankruptcy

Education
University of Detroit Mercy School of Law   1993 — 1997
JD

Michigan State University   1986 — 1990
Finance

Tony Roetlin Tony Roetlin Coralville, Iowa Details
Tony Roetlin's First Chicago Capital Markets, Inc. Experience 1994 - 1997
Job Director of Finance at City of Coralville, Iowa
Industry Government Administration
Experience
City of Coralville, Iowa   December 2012 - Present
AEGON Asset Management  April 2007 - December 2012
Springsted Incorporated  1999 - 2006
William Blair & Company  1997 - 1999
First Chicago Capital Markets, Inc.   1994 - 1997

Skills
Asset Managment, Financial Analysis, Options, Fixed Income, Derivatives, Investments, Asset Management, Insurance, Financial Reporting, Internal Controls, Finance, Budgets, Financial Services, Securities, Financial Modeling, Management, Portfolio Management, Mutual Funds, Structured Finance, Financial Structuring

Education
The University of Chicago - Booth School of Business   1994 — 1997
Master of Business Administration (M.B.A.), Finance and Econometrics

The University of Iowa   1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, with an emphasis in Accounting

Jeff Thiede Jeff Thiede Greater Chicago Area Details
Jeff Thiede's First Chicago Capital Markets, Inc. Experience August 1995 - September 1997
Job Experienced Professional
Industry Financial Services
Experience
FactSet Research Systems  2011 - Present
Anavrin, Inc.   May 2002 - October 2008
Information Resources, Inc.   February 2000 - May 2002
Powmet, Inc.   June 1999 - August 1999
MBANX - Internet Bank Division of Harris Bank   June 1998 - August 1998
First Chicago Capital Markets, Inc.   August 1995 - September 1997

Skills
Venture Capital, Research, Editing, Market Research, Competitive Analysis, Strategic Planning, Product Development, Valuation, Start-ups, Marketing Strategy

Education
The University of Chicago Booth School of Business   1997 — 1999
MBA, Finance, Strategic Management, & Entrepreneurship

University of Illinois at Urbana-Champaign   1991 — 1995
Bachelor of Science, Finance

Craig Prochaska, CFA Craig Prochaska, CFA Onalaska, Wisconsin Details
Craig Prochaska, CFA's First Chicago Capital Markets, Inc. Experience June 1993 - June 1997
Job Content Specialist at Kaplan Schweser
Industry Professional Training & Coaching
Experience
Kaplan Schweser  July 2006 - Present
Banc One Capital Markets, Inc.   July 1997 - June 2004
First Chicago Capital Markets, Inc.   June 1993 - June 1997

Skills
Economics, Editing, Publishing, VBA, Finance, Statistics, Portfolio Management, Fixed Income, Equities, Chartered Financial..., Writing, Psychometrics, Tutoring, Financial Analysis, Financial Statement..., Econometrics, Corporate Finance, Austrian School..., Test Development, Subject Matter Experts

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1991 — 1993
Master of Business Administration (MBA), Business/Managerial Economics

University of Illinois at Chicago   1985 — 1989
Bachelor of Science (BS), Finance, General