First Chicago Corp.
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First Chicago Corp. Employees
Employee
Years
Job
Industry
April Sedall April Sedall's First Chicago Corp. Experience June 1985 - April 1987
Job Principal, Personal Office Management, Inc.
Industry Individual & Family Services
Experience
Personal Office Management, Inc. September 2009 - Present
Prairie Food Co-op May 2015 - June 2015
American Cancer Society February 2005 - March 2015
St. Marks 2009 - July 2013
Girl Scouts of Chicago and Northwest Indiana 1998 - 2010
Morton Arboretum March 2006 - August 2009
First Chicago NBD 1995 - February 1998
First Chicago Bank 1991 - 1995
First National Bank of Chicago 1988 - 1990
First Chicago Corp. June 1985 - April 1987
Skills
Time Management, Team Building, Recruiting, Budgets, Building Relationships, Marketing, Team Leadership, Public Speaking, New Business Development, Workshop Facilitation, Event Planning, Small Business, Nonprofits, Human Resources, Financial Analysis, Finance, Sales, Customer Service, Creative Problem Solving, Organization, Professional Networking, Strategic Financial..., Volunteer Management, Leadership Development, Networking, Philanthropy, Selling, Organizing, Coaching, Advocate, Employee Training, Social Networking, Banking, Program Development, screening service..., Connecting People, Customer Relations, Teamwork, Engaging Public Speaker, Project Coordinating, Building Strong Teams, Employee Hiring, Mentoring, Word, Excel, Outlook, Administration, Teaching, Leadership, Management
Education
College for Financial Planning 1987 — 1988
CFP, Financial Planning
Northern Illinois University - College of Business 1981 — 1985
Bachelor of Science, Finance
Personal Office Management, Inc. September 2009 - Present
Prairie Food Co-op May 2015 - June 2015
American Cancer Society February 2005 - March 2015
St. Marks 2009 - July 2013
Girl Scouts of Chicago and Northwest Indiana 1998 - 2010
Morton Arboretum March 2006 - August 2009
First Chicago NBD 1995 - February 1998
First Chicago Bank 1991 - 1995
First National Bank of Chicago 1988 - 1990
First Chicago Corp. June 1985 - April 1987
Skills
Time Management, Team Building, Recruiting, Budgets, Building Relationships, Marketing, Team Leadership, Public Speaking, New Business Development, Workshop Facilitation, Event Planning, Small Business, Nonprofits, Human Resources, Financial Analysis, Finance, Sales, Customer Service, Creative Problem Solving, Organization, Professional Networking, Strategic Financial..., Volunteer Management, Leadership Development, Networking, Philanthropy, Selling, Organizing, Coaching, Advocate, Employee Training, Social Networking, Banking, Program Development, screening service..., Connecting People, Customer Relations, Teamwork, Engaging Public Speaker, Project Coordinating, Building Strong Teams, Employee Hiring, Mentoring, Word, Excel, Outlook, Administration, Teaching, Leadership, Management
Education
College for Financial Planning 1987 — 1988
CFP, Financial Planning
Northern Illinois University - College of Business 1981 — 1985
Bachelor of Science, Finance
Brad Madison's First Chicago Corp. Experience May 1990 - March 2000
Job madison@bpmadison.com 847.710.5677
Industry Investment Management
Experience
Bessemer Trust March 2000 - May 2015
First Chicago Corp. May 1990 - March 2000
Chicago Board of Trade August 1989 - May 1990
Education
Quinlan School of Business, Loyola University Chicago 1991 — 1993
MBA, Finance
University of Illinois at Urbana-Champaign 1985 — 1989
Economics
Bessemer Trust March 2000 - May 2015
First Chicago Corp. May 1990 - March 2000
Chicago Board of Trade August 1989 - May 1990
Education
Quinlan School of Business, Loyola University Chicago 1991 — 1993
MBA, Finance
University of Illinois at Urbana-Champaign 1985 — 1989
Economics
Jack I. Ruff's First Chicago Corp. Experience October 1983 - 1985
Job Senior Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo July 2011 - Present
Sunair Services Corp June 2008 - December 2009
Royal Palm Capital Partners October 2002 - June 2008
Bank of America 1985 - 2002
First Chicago Corp October 1983 - 1985
First Chicago Corp December 1977 - October 1983
Skills
Loans, Commercial Lending, Commercial Banking, Private Equity, Due Diligence, Strategic Financial..., Restructuring, Middle Market, Corporate Finance, Mergers, Real Estate Economics, Executive Management, Capital Markets, Investment Banking, Financial Modeling, Equities, Leveraged Finance, Strategic Planning, Turnaround Experience, Acquisition Integration, Portfolio Management, Venture Capital, Mergers & Acquisitions, Credit Analysis, Commercial Mortgages, Treasury Management, Banking, Financial Structuring, Small Business Lending, Asset Based Lending, Credit, Financial Planning
Education
Indiana University Bloomington
BS, Finance & Economics
Wells Fargo July 2011 - Present
Sunair Services Corp June 2008 - December 2009
Royal Palm Capital Partners October 2002 - June 2008
Bank of America 1985 - 2002
First Chicago Corp October 1983 - 1985
First Chicago Corp December 1977 - October 1983
Skills
Loans, Commercial Lending, Commercial Banking, Private Equity, Due Diligence, Strategic Financial..., Restructuring, Middle Market, Corporate Finance, Mergers, Real Estate Economics, Executive Management, Capital Markets, Investment Banking, Financial Modeling, Equities, Leveraged Finance, Strategic Planning, Turnaround Experience, Acquisition Integration, Portfolio Management, Venture Capital, Mergers & Acquisitions, Credit Analysis, Commercial Mortgages, Treasury Management, Banking, Financial Structuring, Small Business Lending, Asset Based Lending, Credit, Financial Planning
Education
Indiana University Bloomington
BS, Finance & Economics
Josh Zion Josh Zion's First Chicago Corp. Experience 1986 - 1998
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan 2004 - Present
Bank One 1998 - 2004
First Chicago NBD 1995 - 1998
First Chicago Corp. 1986 - 1998
Education
University of Chicago
Bachelor of Arts (B.A.), Disciplines of the Humanities
University of Chicago
Master of Arts (M.A.), Comparative Studies in Literature
New York University
Certificate in Organizational Coaching
Columbia University in the City of New York
Certificate in Cooperation and Conflict Resolution (in progress)
J.P. Morgan 2004 - Present
Bank One 1998 - 2004
First Chicago NBD 1995 - 1998
First Chicago Corp. 1986 - 1998
Education
University of Chicago
Bachelor of Arts (B.A.), Disciplines of the Humanities
University of Chicago
Master of Arts (M.A.), Comparative Studies in Literature
New York University
Certificate in Organizational Coaching
Columbia University in the City of New York
Certificate in Cooperation and Conflict Resolution (in progress)
Richard Riss Richard Riss's First Chicago Corp. Experience 1980 - 1985
Job Professor of History and Director of Academic Assessment at Pillar College
Industry Higher Education
Experience
Pillar College September 2011 - Present
Somerset Christian College (later known as Pillar College) July 1998 - September 2011
Deutsche Bank Securities March 1991 - March 1996
Prudential Securities August 1988 - March 1991
First Chicago Corp 1980 - 1985
Skills
Public Speaking, History, Higher Education, Academic Assessment, Data Science, Research, Teaching, Curriculum Design, Curriculum Development, Program Development, College Teaching, Community Outreach, Adult Education, Nonprofits, Editing, Theology, Leadership Development, Newsletters, Student Affairs, Fundraising, Writing, Distance Learning, Theory, Team Building, Leadership, Organizational..., Academic Administration, Instructional Design, Creative Writing, Staff Development, Coaching, Copy Editing, Strategic Planning, Preaching, Educational Leadership, Blogging, Moodle, Event Planning, Social Networking, University Teaching, Career Counseling, Lecturing, Social Sciences, Religion, E-Learning, Tutoring, Literature, Conflict Resolution, Administration, Interdisciplinary...
Education
Drew University 1985 — 2007
Ph.D., 17th and 18th-Century European Intellectual History, Theological and Religious Studies, John Wesley
Trinity International University 1983 — 1988
M.A., Church History
Regent College 1975 — 1979
M.C.S., Master of Christian Studies
University of Rochester 1970 — 1974
B.A., Philosophy
Pillar College September 2011 - Present
Somerset Christian College (later known as Pillar College) July 1998 - September 2011
Deutsche Bank Securities March 1991 - March 1996
Prudential Securities August 1988 - March 1991
First Chicago Corp 1980 - 1985
Skills
Public Speaking, History, Higher Education, Academic Assessment, Data Science, Research, Teaching, Curriculum Design, Curriculum Development, Program Development, College Teaching, Community Outreach, Adult Education, Nonprofits, Editing, Theology, Leadership Development, Newsletters, Student Affairs, Fundraising, Writing, Distance Learning, Theory, Team Building, Leadership, Organizational..., Academic Administration, Instructional Design, Creative Writing, Staff Development, Coaching, Copy Editing, Strategic Planning, Preaching, Educational Leadership, Blogging, Moodle, Event Planning, Social Networking, University Teaching, Career Counseling, Lecturing, Social Sciences, Religion, E-Learning, Tutoring, Literature, Conflict Resolution, Administration, Interdisciplinary...
Education
Drew University 1985 — 2007
Ph.D., 17th and 18th-Century European Intellectual History, Theological and Religious Studies, John Wesley
Trinity International University 1983 — 1988
M.A., Church History
Regent College 1975 — 1979
M.C.S., Master of Christian Studies
University of Rochester 1970 — 1974
B.A., Philosophy
John Willmoth John Willmoth's First Chicago Corp. Experience August 1986 - September 1989
Job Managing Partner at Poplar Ventures
Industry Venture Capital & Private Equity
Experience
Poplar Ventures, LLC January 2007 - Present
Chrysalis Ventures September 2007 - Present
Zirmed, Inc. January 2008 - Present
Open Kernel Labs, Inc. January 2009 - August 2012
Mobile Armor, Inc. July 2009 - February 2010
Nextel Communications, Inc. October 1989 - June 2006
First Chicago Corp. August 1986 - September 1989
Skills
Mergers, Venture Capital, Joint Ventures, Strategic Planning, Mobile, Investments, Private Equity, Wireless, Ventures, Corporate Development, Due Diligence, Business Strategy, SaaS, Financial Modeling, Start-up Ventures, Mobile Devices, Business Development, Mergers & Acquisitions, Competitive Analysis, Start-ups, Strategy, Executive Management, Financial Analysis, Finance, Portfolio Management, Product Management, Financial Services, Strategic Partnerships, Corporate Finance, Entrepreneurship, Negotiation, Acquisition Integration, New Business Development, Cross-functional Team..., Business Planning, Management Consulting, Valuation, Go-to-market Strategy, Analytics, Salesforce.com, Management
Education
The University of Chicago - Booth School of Business 1986 — 1989
Master of Business Administration (M.B.A.)
Amherst College 1982 — 1986
Bachelor of Arts
Poplar Ventures, LLC January 2007 - Present
Chrysalis Ventures September 2007 - Present
Zirmed, Inc. January 2008 - Present
Open Kernel Labs, Inc. January 2009 - August 2012
Mobile Armor, Inc. July 2009 - February 2010
Nextel Communications, Inc. October 1989 - June 2006
First Chicago Corp. August 1986 - September 1989
Skills
Mergers, Venture Capital, Joint Ventures, Strategic Planning, Mobile, Investments, Private Equity, Wireless, Ventures, Corporate Development, Due Diligence, Business Strategy, SaaS, Financial Modeling, Start-up Ventures, Mobile Devices, Business Development, Mergers & Acquisitions, Competitive Analysis, Start-ups, Strategy, Executive Management, Financial Analysis, Finance, Portfolio Management, Product Management, Financial Services, Strategic Partnerships, Corporate Finance, Entrepreneurship, Negotiation, Acquisition Integration, New Business Development, Cross-functional Team..., Business Planning, Management Consulting, Valuation, Go-to-market Strategy, Analytics, Salesforce.com, Management
Education
The University of Chicago - Booth School of Business 1986 — 1989
Master of Business Administration (M.B.A.)
Amherst College 1982 — 1986
Bachelor of Arts
GISELLE BENMOIN, MPM GISELLE BENMOIN, MPM's First Chicago Corp. Experience May 1987 - March 1991
Job Business Analyst at Valence Health
Industry Insurance
Experience
Lambent Risk Insurance Broker August 2012 - August 2014
DIG Investment Club 2010 - 2013
BASHealth February 2012 - August 2012
Blue Cross Blue Shield of Illinois March 2004 - February 2010
Blue Cross Blue Shield of Illinois July 2001 - March 2004
WellPoint/Unicare Health Plans/Rush Prudential January 2000 - July 2001
Wellpoint/Unicare Health Plans/Rush Prudential October 1997 - January 2000
Audit Bureau of Circulations North America April 1995 - December 1998
South Central Community Services March 1992 - December 1994
First Chicago Corp May 1987 - March 1991
Skills
Process Improvement, Insurance, Project Management, Employee Benefits, Healthcare, Account Executives, RFP experience, Software Documentation, Health Insurance, Training, Policy, Management
Education
Northern Illinois University
Keller Graduate School of Management of DeVry University 2008 — 2010
MPM, Project Management, 3.76
Roosevelt University 1985 — 1989
BSBA, Business Administration
Moraine Valley Community College 2012 — 2012
Certification, Health Information/Medical Records Technology/Technician, Pass
Lambent Risk Insurance Broker August 2012 - August 2014
DIG Investment Club 2010 - 2013
BASHealth February 2012 - August 2012
Blue Cross Blue Shield of Illinois March 2004 - February 2010
Blue Cross Blue Shield of Illinois July 2001 - March 2004
WellPoint/Unicare Health Plans/Rush Prudential January 2000 - July 2001
Wellpoint/Unicare Health Plans/Rush Prudential October 1997 - January 2000
Audit Bureau of Circulations North America April 1995 - December 1998
South Central Community Services March 1992 - December 1994
First Chicago Corp May 1987 - March 1991
Skills
Process Improvement, Insurance, Project Management, Employee Benefits, Healthcare, Account Executives, RFP experience, Software Documentation, Health Insurance, Training, Policy, Management
Education
Northern Illinois University
Keller Graduate School of Management of DeVry University 2008 — 2010
MPM, Project Management, 3.76
Roosevelt University 1985 — 1989
BSBA, Business Administration
Moraine Valley Community College 2012 — 2012
Certification, Health Information/Medical Records Technology/Technician, Pass
Benny Joseph II Benny Joseph II's First Chicago Corp. Experience August 1979 - April 1986
Job Partner at Life, Health & Wealth Enterprises
Industry Health, Wellness and Fitness
Experience
Life, Health & Wealth Enterprises June 2010 - Present
Joseph's Studio Productions July 2003 - Present
Fleet Bank (& merger partners Bank of Boston & Shawmut Bank) August 1990 - April 2003
Shawmut Bank 1990 - 1992
First Chicago Corp. August 1979 - April 1986
Skills
Investment Banking, Private Equity, Mergers, Corporate Finance, Banking, Risk Management, Asset Management, Strategy, Portfolio Management, Loans, Financial Analysis, Finance, Strategic Financial..., Financial Modeling, Mergers & Acquisitions, Business Strategy, Credit, Financial Structuring, Valuation, Capital Markets, Investments
Education
Northwestern University - Kellogg School of Management 1979 — 1987
Masters in Management, Finance & Management
Wesleyan University 1974 — 1979
B.A., Theater Arts
Phillips Exeter Academy 1971 — 1974
3 year graduate, College Preparatory
Life, Health & Wealth Enterprises June 2010 - Present
Joseph's Studio Productions July 2003 - Present
Fleet Bank (& merger partners Bank of Boston & Shawmut Bank) August 1990 - April 2003
Shawmut Bank 1990 - 1992
First Chicago Corp. August 1979 - April 1986
Skills
Investment Banking, Private Equity, Mergers, Corporate Finance, Banking, Risk Management, Asset Management, Strategy, Portfolio Management, Loans, Financial Analysis, Finance, Strategic Financial..., Financial Modeling, Mergers & Acquisitions, Business Strategy, Credit, Financial Structuring, Valuation, Capital Markets, Investments
Education
Northwestern University - Kellogg School of Management 1979 — 1987
Masters in Management, Finance & Management
Wesleyan University 1974 — 1979
B.A., Theater Arts
Phillips Exeter Academy 1971 — 1974
3 year graduate, College Preparatory
Ken Kreft Ken Kreft's First Chicago Corp. Experience 1981 - 1985
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Allstate Insurance February 2001 - June 2008
Allstate 2005 - 2008
First Chicago Corp. 1981 - 1985
Skills
Project Management, Manage Application..., SDLC, Management, Business Intelligence, Quality Assurance, CRM, Project Planning, Vendor Management, Team Building, Requirements Analysis, Business Analysis, Software Development, Project Portfolio..., PMO
Education
Professional PM Training - Microtrain 2009 — 2009
PMP Training, Project Management
University of Phoenix 2004 — 2009
BS Information Technology
Allstate Insurance February 2001 - June 2008
Allstate 2005 - 2008
First Chicago Corp. 1981 - 1985
Skills
Project Management, Manage Application..., SDLC, Management, Business Intelligence, Quality Assurance, CRM, Project Planning, Vendor Management, Team Building, Requirements Analysis, Business Analysis, Software Development, Project Portfolio..., PMO
Education
Professional PM Training - Microtrain 2009 — 2009
PMP Training, Project Management
University of Phoenix 2004 — 2009
BS Information Technology
David Jonke's First Chicago Corp. Experience 1984 - 2007
Job at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank March 2010 - Present
Bank of America Corporation November 2007 - March 2010
LaSalle Bank March 2007 - November 2007
JPMorgan Chase December 1984 - March 2007
First Chicago Corp. 1984 - 2007
Bank One Corporation 1998 - 2003
First Chicago Corp 1984 - 1998
Ernst & Whinney 1982 - 1984
Education
Northern Illinois University 1979 — 1981
B.S., Accounting and Computer Science
Fifth Third Bank March 2010 - Present
Bank of America Corporation November 2007 - March 2010
LaSalle Bank March 2007 - November 2007
JPMorgan Chase December 1984 - March 2007
First Chicago Corp. 1984 - 2007
Bank One Corporation 1998 - 2003
First Chicago Corp 1984 - 1998
Ernst & Whinney 1982 - 1984
Education
Northern Illinois University 1979 — 1981
B.S., Accounting and Computer Science
Joe Ender's First Chicago Corp. Experience May 1985 - December 1999
Job Owner, corcoran ender and assoc
Industry Accounting
Experience
corcoran ender and assoc October 1999 - Present
soutions for care 2002 - 2012
First CHicago Corp May 1985 - December 1999
Santa Fe Industries May 1968 - October 1984
Skills
Tax Accounting, Financial Analysis, Budgets, Business Planning, Forecasting, Non-profits, Strategic Planning, Consulting, Tax, Accounting, Process Improvement, Business Strategy, Strategy, Income Tax, Risk Management, QuickBooks, Small Business, Internal Controls, Auditing, Loans, Due Diligence, Sarbanes-Oxley Act, Nonprofits, Business Analysis, Management Consulting, Employee Benefits, Real Estate
Education
Roosevelt University 1974 — 1980
Masters, Business
Northwestern University 1966 — 1972
Bachlor in business, business
corcoran ender and assoc October 1999 - Present
soutions for care 2002 - 2012
First CHicago Corp May 1985 - December 1999
Santa Fe Industries May 1968 - October 1984
Skills
Tax Accounting, Financial Analysis, Budgets, Business Planning, Forecasting, Non-profits, Strategic Planning, Consulting, Tax, Accounting, Process Improvement, Business Strategy, Strategy, Income Tax, Risk Management, QuickBooks, Small Business, Internal Controls, Auditing, Loans, Due Diligence, Sarbanes-Oxley Act, Nonprofits, Business Analysis, Management Consulting, Employee Benefits, Real Estate
Education
Roosevelt University 1974 — 1980
Masters, Business
Northwestern University 1966 — 1972
Bachlor in business, business
Gregg Vann, EA's First Chicago Corp. Experience 1992 - 1997
Job Financial Advisor at James T. Borello & Co.
Industry Investment Management
Experience
James T. Borello & Co. 2011 - Present
Morgan Stanley Smith Barney 2009 - 2011
Sungard Investment Systems 1997 - 2008
First Chicago Corp 1992 - 1997
ITT Capital Finance 1989 - 1992
Skills
Financial Modeling, Fixed Income, Asset Managment, Equities, Tax-advantaged..., Special Needs Trusts, Special Needs Tax..., Special Needs Financial..., Special Needs Estate..., Investments, Alternative Investments, Finance, Portfolio Management, Capital Markets, Commodity, Derivatives, Strategy, Valuation, Mergers & Acquisitions, Corporate Finance, Financial Services, Financial Analysis, Options, Trading, Asset Allocation, Equity Trading, Securities, Risk Management
Education
The University of Chicago Booth School of Business
MBA
The University of Chicago
MS, Computer Science
Arizona State University
BS, Finance
James T. Borello & Co. 2011 - Present
Morgan Stanley Smith Barney 2009 - 2011
Sungard Investment Systems 1997 - 2008
First Chicago Corp 1992 - 1997
ITT Capital Finance 1989 - 1992
Skills
Financial Modeling, Fixed Income, Asset Managment, Equities, Tax-advantaged..., Special Needs Trusts, Special Needs Tax..., Special Needs Financial..., Special Needs Estate..., Investments, Alternative Investments, Finance, Portfolio Management, Capital Markets, Commodity, Derivatives, Strategy, Valuation, Mergers & Acquisitions, Corporate Finance, Financial Services, Financial Analysis, Options, Trading, Asset Allocation, Equity Trading, Securities, Risk Management
Education
The University of Chicago Booth School of Business
MBA
The University of Chicago
MS, Computer Science
Arizona State University
BS, Finance
Robert Bonin's First Chicago Corp. Experience 1979 - 2003
Job Human Resources Professional
Industry Human Resources
Experience
McKenzie's Own 2003 - 2007
First Chicago Corp. 1979 - 2003
Education
Central College 1966 — 1970
McKenzie's Own 2003 - 2007
First Chicago Corp. 1979 - 2003
Education
Central College 1966 — 1970
Charles Keskel's First Chicago Corp. Experience September 1978 - June 1984
Job Enterprise Application Support at TransUnion, and others..
Industry Financial Services
Experience
TransUnion November 2014 - Present
Circle K May 2012 - Present
Joliet Township High School January 2012 - Present
Walmart October 2012 - December 2012
TransUnion LLC August 1999 - March 2009
Time Telephone Marketing 1987 - 1989
Auxton Computer Enterprises 1985 - 1987
First Chicago Corp September 1978 - June 1984
Skills
Mainframe, Disaster Recovery, SDLC, Vendor Management, Visio, Data Analysis, Troubleshooting, JCL, Databases, Access, Business Analysis, Training, Management, Customer Service, Microsoft Office, SharePoint, Testing, Process Improvement, Software Documentation, Business Intelligence, Team Leadership, Project Management, Consulting, Unix, Database Administration, SQL, Requirements Analysis, Program Management, Technical Support, Leadership, Data Warehousing, Requirements Gathering, Analysis, System Administration, Systems Analysis
Education
Grand Canyon University 2011 — 2012
Secondary Education
Southern Illinois University, Carbondale 1975 — 1979
BS, Computer Science and Math
TransUnion November 2014 - Present
Circle K May 2012 - Present
Joliet Township High School January 2012 - Present
Walmart October 2012 - December 2012
TransUnion LLC August 1999 - March 2009
Time Telephone Marketing 1987 - 1989
Auxton Computer Enterprises 1985 - 1987
First Chicago Corp September 1978 - June 1984
Skills
Mainframe, Disaster Recovery, SDLC, Vendor Management, Visio, Data Analysis, Troubleshooting, JCL, Databases, Access, Business Analysis, Training, Management, Customer Service, Microsoft Office, SharePoint, Testing, Process Improvement, Software Documentation, Business Intelligence, Team Leadership, Project Management, Consulting, Unix, Database Administration, SQL, Requirements Analysis, Program Management, Technical Support, Leadership, Data Warehousing, Requirements Gathering, Analysis, System Administration, Systems Analysis
Education
Grand Canyon University 2011 — 2012
Secondary Education
Southern Illinois University, Carbondale 1975 — 1979
BS, Computer Science and Math
Jennifer Balestrery's First Chicago Corp. Experience 1990 - 1994
Job Banker at JP Morgan
Industry Banking
Experience
JP Morgan January 2009 - Present
Barclays Capital 1999 - 2008
J P Morgan 1994 - 1999
First Chicago Corp. 1990 - 1994
Skills
Financial Services, Investment Advisory, Fixed Income, FX Options, Equities, Sales, Foreign Exchange, Hedge Funds, Investments, Relationship Management, Commodity, Prime Brokerage, Financial Modeling, Strategic Financial..., Alternative Investments, Structured Products, Business Development, Finance, Swaps, Investor Relations, Electronic Trading, Investment Banking, Interest Rate..., Private Equity, Investment Management, Market Data, Credit, Investment Strategies, Equity Derivatives, Bloomberg, High Yield, Valuation, Corporate Finance, Mergers, Mergers & Acquisitions, Capital Markets, Asset Allocation, Mutual Funds, Series 7, Financial Institutions, Equity Research, Wealth Management, Securities, Options, Series 24, Due Diligence, Financial Markets, Bonds, Structured Finance, Trading
Education
Northwestern University - Kellogg School of Management 1990 — 1993
MBA, Finance, Marketing
Wellesley College 1986 — 1990
BA, Economics, Spanish
JP Morgan January 2009 - Present
Barclays Capital 1999 - 2008
J P Morgan 1994 - 1999
First Chicago Corp. 1990 - 1994
Skills
Financial Services, Investment Advisory, Fixed Income, FX Options, Equities, Sales, Foreign Exchange, Hedge Funds, Investments, Relationship Management, Commodity, Prime Brokerage, Financial Modeling, Strategic Financial..., Alternative Investments, Structured Products, Business Development, Finance, Swaps, Investor Relations, Electronic Trading, Investment Banking, Interest Rate..., Private Equity, Investment Management, Market Data, Credit, Investment Strategies, Equity Derivatives, Bloomberg, High Yield, Valuation, Corporate Finance, Mergers, Mergers & Acquisitions, Capital Markets, Asset Allocation, Mutual Funds, Series 7, Financial Institutions, Equity Research, Wealth Management, Securities, Options, Series 24, Due Diligence, Financial Markets, Bonds, Structured Finance, Trading
Education
Northwestern University - Kellogg School of Management 1990 — 1993
MBA, Finance, Marketing
Wellesley College 1986 — 1990
BA, Economics, Spanish
David Budge's First Chicago Corp. Experience March 1990 - December 1997
Job Proprietor of David M. Budge Registered Investment Advisor
Industry Investment Management
Experience
David M. Budge - Registered Investment Advisor June 2008 - Present
SII Investments January 1998 - May 2008
First Chicago Corp March 1990 - December 1997
Distinctive Solutions 1988 - March 1989
AT Commercial Corporation 1988 - 1989
Skills
Equities, Investments, Portfolio Management, Business Strategy, Mutual Funds, Strategic Financial..., Trading, Asset Managment, Financial Analysis, Strategic Planning, New Business Development, Due Diligence, Microsoft Excel, Negotiation, Customer Service, Business Planning, Accounting, Corporate Finance, Microsoft Office, Valuation, Investment Advisory, Wealth Management, Asset Management
Education
The University of Montana - School of Business Administration 1981 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General
Moscow High School
David M. Budge - Registered Investment Advisor June 2008 - Present
SII Investments January 1998 - May 2008
First Chicago Corp March 1990 - December 1997
Distinctive Solutions 1988 - March 1989
AT Commercial Corporation 1988 - 1989
Skills
Equities, Investments, Portfolio Management, Business Strategy, Mutual Funds, Strategic Financial..., Trading, Asset Managment, Financial Analysis, Strategic Planning, New Business Development, Due Diligence, Microsoft Excel, Negotiation, Customer Service, Business Planning, Accounting, Corporate Finance, Microsoft Office, Valuation, Investment Advisory, Wealth Management, Asset Management
Education
The University of Montana - School of Business Administration 1981 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General
Moscow High School
Shawn Hunter's First Chicago Corp. Experience 1980 - 1997
Job Management Analyst COR at Center for Medicare and Medicaid Health & Human Services
Industry Government Administration
Experience
Center for Medicare and Medicaid Health & Human Services November 2011 - Present
FAA September 2008 - November 2011
First Chicago Corp 1980 - 1997
Skills
Policy, Program Management, Vendor Management, Process Improvement, Management, Software Documentation, Business Process..., PMP, Change Management, Project Management, SDLC, Integration, Analysis, Risk Management, Strategic Planning, Strategy, Leadership
Education
Bradley University 1972 — 1975
BS & MS, political science/Secondary Education
Center for Medicare and Medicaid Health & Human Services November 2011 - Present
FAA September 2008 - November 2011
First Chicago Corp 1980 - 1997
Skills
Policy, Program Management, Vendor Management, Process Improvement, Management, Software Documentation, Business Process..., PMP, Change Management, Project Management, SDLC, Integration, Analysis, Risk Management, Strategic Planning, Strategy, Leadership
Education
Bradley University 1972 — 1975
BS & MS, political science/Secondary Education
Jack Sostrin's First Chicago Corp. Experience June 1987 - December 1995
Job Retired
Industry Computer Software
Experience
n/a November 2006 - Present
Equitrust Financial Group, Ltd May 2002 - November 2006
Walgreens December 1996 - March 1998
Kemper Insurance April 1996 - December 1996
First Chicago Corp June 1987 - December 1995
Education
Loyola University Chicago 1970 — 1974
Master of Business Administration (MBA), Finance, General
U. of Illinois, Urbana-Chanpaign 1966 — 1970
Bachelor of Science (B.S.), Mathematics and Computer Science
n/a November 2006 - Present
Equitrust Financial Group, Ltd May 2002 - November 2006
Walgreens December 1996 - March 1998
Kemper Insurance April 1996 - December 1996
First Chicago Corp June 1987 - December 1995
Education
Loyola University Chicago 1970 — 1974
Master of Business Administration (MBA), Finance, General
U. of Illinois, Urbana-Chanpaign 1966 — 1970
Bachelor of Science (B.S.), Mathematics and Computer Science