First Trust
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First Trust Employees
First Trust September 2013 - Present
One North Interactive / Thomson Reuters August 2011 - September 2013
Scottrade December 2009 - May 2011
Whitnell & Company 2011 - 2011
Skills
Financial Analysis, Accounting, Microsoft Office, Finance, Microsoft Excel, Analysis, Pivot Tables, Technical Analysis, Project Management, Software Project..., CRM, Management, Consulting, Business Development, Budgets, PowerPoint
Education
Palm Beach Atlantic University 2007 — 2011
Finance, Finance, Accounting, Economics
First Trust December 2013 - December 2013
Spiegel & Cahill, P.C. August 2012 - August 2013
Skills
good organizer, Time-efficient, communication with..., good at teaching others
Education
DePaul University 2013 — 2017
Klein Company Mill Grove Apartments February 2015 - Present
First Trust September 2014 - January 2015
TD May 2011 - September 2014
TD Bank Group May 2011 - February 2014
Morgan PropertiesKing of Prussia August 2009 - January 2011
Morgan Properties August 2009 - January 2011
Ambler Area YMCA November 2007 - August 2009
JCPenney's June 2007 - September 2007
North Penn YMCA May 2005 - June 2007
Kingswood Apts. Morgan PropertiesKing of Prussia, PA June 2006 - September 2006
Skills
Microsoft Word, Customer Service, Microsoft Excel, Social Media, Real Estate, Customer Satisfaction, Banking, Sales Management, Advertising Sales, Research, Advertising, Leadership, Apartments, Marketing, Social Media Marketing, PowerPoint, Human Resources, Time Management, Management, Microsoft Office, Social Networking, Outlook, Event Planning, Training, Budgets
Education
Temple University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Business: Marketing and Advertisement, GPA 2.92
North Penn High School 2005 — 2008
High School Diploma; a BA, Business and Marketing
First Trust December 2014 - Present
Astor Investment Management March 2013 - December 2014
Deutsche Bank August 2011 - March 2013
Morgan Stanley November 2010 - August 2011
Skills
Series 7, Mutual Funds, Investments, Asset Allocation, Wealth Management, Series 63, Alternative Investments, Equities, Fixed Income, Asset Management, Portfolio Management, Securities, ETFs, Uniform Combined State..., Investment Management, Investment Strategies, Separately Managed..., Investment Advisory, FINRA, Retirement Planning, Series 65, Wealth Management..., Bonds
Education
DePaul University
B.S. Magna Cum Laude in Finance, Finance, General
First Trust December 2014 - Present
American Guardian Warranty Services, Inc. March 2012 - November 2014
ACTIVITIES August 2011 - January 2012
Elmhurst College February 2010 - December 2011
Skills
Microsoft Word, Customer Service, Team Building, Customer Satisfaction, Budgets, Finance, Invoicing, Accounting, Account Reconciliation, Tax, Financial Statements, Journal Entries, Spreadsheets, Microsoft Excel, PowerPoint, Microsoft Office
Education
Elmhurst College 2008 — 2012
Bachelor’s Degree, Accounting
First Trust July 2011 - Present
Argonaut Medical, L.L.C. September 2010 - July 2011
United States Air Force August 2000 - August 2004
Skills
Asset Management, Sales, Spanish-speaking, Finance, Series 7, Series 66
Education
Loyola University Chicago 2006 — 2010
Bachelor of Science (BS), Finance, General
First Trust November 2014 - Present
Invesco US October 2014 - October 2014
Invesco Ltd. March 2011 - September 2014
Essex Realty Group, Inc. August 2006 - February 2011
Skills
Series 7, Mutual Funds, Investments, Brokerage, Asset Management, Separately Managed..., Financial Analysis, Investment Properties, ETFs, Series 63, Alternative Investments, Investment Strategies, Valuation, Asset Allocation, Securities, Investment Advisory, Financial Services, Investment Management, Strategic Financial..., Relationship Management, Commercial Real Estate, Real Estate, Real Estate Transactions, Wealth Management
Education
Miami University 2002 — 2006
BA
Berkeley Preparatory School 1988 — 2002
High School Diploma, K-12
Guggenheim Investments December 2013 - Present
Guggenheim Investments 2011 - December 2013
Guggenheim Funds Distributors, Inc. 2009 - September 2011
Claymore Securities 2003 - 2009
First Trust 1999 - 2003
Skills
Mutual Funds, Series 7, Sales, Series 63, Alternative Investments, Asset Allocation, Series 24, Financial Services, Relationship Management, Marketing Strategy, Sales Management, CRM, Marketing, Salesforce.com, Separately Managed..., ETFs, Series 65, Asset Management, Investment Advisory, Investment Strategies, Investments, Morningstar, Portfolio Management, Retirement Planning, Securities, Wealth Management, Finance
Education
University of Illinois at Chicago 1995 — 1999
Bachelor, Marketing, Finance
First Trust BarbackKilroy's on KirkwoodAugust 2013 - October 2013
Education
Indiana University Bloomington 2009 — 2014
Bachelor of Science (BS), Finance and Entrepreneurship, 5th year Senior
City of Centennial February 2008 - Present
National Park Service- Contracted by UCD May 2007 - February 2008
United States Forest Service May 2002 - January 2006
First Trust October 1999 - April 2002
Western Geophysical July 1991 - May 1996
Skills
GIS, Analysis, Databases, ArcGIS, Research, Education, Server Administration, Open Source Development, ESRI, ArcSDE, ArcInfo, ArcCatalog, Land Use Planning, Community Development, Urban Planning, Land Use, Cartography, Leadership, GPS, Community Outreach, Project Planning, Spatial Databases, Data Management, Data Collection, ArcMap, Geoprocessing, Zoning, Surveying, Web Mapping, ArcView, Spatial Analysis, Geography, Trimble GPS, ArcIMS, Remote Sensing, ArcGIS Server, Program Management, Local Government, Geomatics, Economic Development, Policy, Geodatabase, Geocoding, Geospatial Data, Government
Education
University of Colorado Denver 2006 — 2008
Masters of Arts, Urban and Regional Planning
Università degli Studi di Roma 'La Sapienza' 2006 — 2006
Historic Preservation and Conservation
University of Alaska Fairbanks 2001 — 2001
Archaeology, A
Metropolitan State University of Denver 1994 — 1998
B.A, History, Geography
Northern Trust December 2007 - Present
First Trust November 2005 - October 2007
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, English, Research, Windows, Outlook, Estate Planning, Asset Management, High Net Worth..., Financial Planning, Investments, Retirement, Wealth Management, Financial Services, Life Insurance, Finance, Mutual Funds
Education
Florida Trust School 2008 — 2010
Illinois State University 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Navistar Inc April 2014 - Present
Navistar Inc September 2013 - March 2014
Navistar Inc March 2013 - September 2013
Navistar Inc October 2011 - March 2013
Navistar Inc June 2010 - September 2011
Illinois State University December 2007 - May 2009
First Trust December 2006 - January 2007
R. J. Distributing May 2006 - August 2006
Skills
Marketing, Management, Analysis, Sales, Budgets, Access, Non-profits, Investments, Customer Service, Microsoft Office, Project Management, Process Improvement, PowerPoint, Cross-functional Team..., Marketing Strategy, Strategic Planning, Social Media, Data Analysis, Microsoft Word, Program Management, Strategy, Training, CRM, Logistics
Education
Illinois State University 2007 — 2009
Masters, Business Administration; Management
Illinois State University 2003 — 2007
Bachelors of Science, Business Administration
Naperville North 1999 — 2003
High School Diploma
First Trust August 2008 - Present
Skills
Series 7, Series 66
Education
Indiana Wesleyan University 2004 — 2008
Bachelor of Business Administration (BBA), Accounting and Business/Management, x
First Trust May 2013 - Present
First Trust July 2009 - May 2013
PwC January 2008 - July 2009
Skills
Equity Research, Financial Analysis, Bloomberg, Bloomberg Excel, Investment Strategies, Asset Allocation, SEC filings, Interviewing Skills, Financial Reporting, Financial Statement..., Financial Accounting, Auditing, Internal Controls, Tax Research, Tax Accounting, GAAP
Education
University of Kansas 2007 — 2008
Masters of Accountancy, Bachelor of Science in Accounting
University of Kansas 2002 — 2007
Bachelors of Science, Business
Grundy Bank January 2009 - Present
First Trust October 1998 - January 2002
Edward Jones December 1995 - October 1998
Edward Jones March 1994 - December 1995
Skills
Customer Service, Marketing, Relationship Management, Deposits, Social Media, New Business Development, Social Media Marketing, IRAs, Microsoft Office, Sales, Market Research, Employee Training, Public Relations, New Product..., Team Building, Mobile Banking, CRM, Investments, Marketing Strategy, Training, Cash Management, Commercial Banking, Internet Banking
Education
Robert Morris University - Illinois 1992 — 1993
Associate's degree, Accounting and Computer Science
Vice President, DBAK May 2014 - April 2015
3t Systems June 2013 - November 2013
Catamaran January 2012 - June 2013
Catamaran (HealthTrans) August 2010 - January 2012
ProLogis July 2004 - August 2010
Carlson Wagonlit Travel (Navigant International) April 2000 - March 2003
Modis (Idea Integration) August 1999 - April 2000
First Trust 1998 - 2000
Skills
Strategic Planning, Cross-cultural Teams, Mergers, Process Improvement, Vendor Management, Cross-functional Team..., Business Strategy, Management, Project Management, Business Analysis, Strategy, Team Building, Change Management, Leadership, Mergers & Acquisitions, Business Intelligence, IT Strategy, Enterprise Software, IT Management, Business Process, Integration, Business Process..., Executive Management, SDLC, Data Center, Telecommunications, Disaster Recovery, PMO, Quality Assurance, Security, Virtualization, Budgets, Risk Management, Networking, Team Management, Troubleshooting, Information Technology, Consulting, IT Operations, SaaS, Program Management, CRM, Enterprise Architecture, Project Portfolio..., Cloud Computing, SharePoint, Software Documentation, Team Leadership, IT Service Management, Business Development
Education
Regis University
Bachelor of Science, Business Administration
Regis University
B.S. - Business Administration, Management
First Trust May 2014 - August 2014
First Trust June 2013 - August 2013
True Lacrosse June 2012 - August 2012
Skills
Athletics, Coaching, Sports Marketing, Sports, Sports Management, Microsoft Word, Teamwork
Education
Lafayette College 2012 — 2016
Economics
First Trust February 2015 - Present
EXPANSYS plc July 2013 - February 2015
EXPANSYS February 2012 - July 2013
Skills
Financial Reporting, Financial Analysis, Business Analysis, Forecasting, Microsoft Excel, Proactive self-starter, Critical Thinking, Detail Orientation, Building Relationships, Management, Sales, Customer Satisfaction, Training, Time Management, Leadership, Teamwork, Team Leadership, Data Analysis, Customer Service, Finance, Outlook, PowerPoint, Process Improvement
Education
Wheaton College 2007 — 2011
Bachelor of Arts, Theology & Philosophy
Dallas Baptist University 2005 — 2007
First Trust July 2015 - Present
First Trust January 2012 - July 2015
John Hancock January 2011 - December 2011
Retirement Programs Company November 2008 - December 2010
Skills
401k, Series 6, Series 7, Profit Sharing, Defined Benefit, Defined Contribution, Retirement, Retirement Plan..., Mutual Funds, ERISA, Retirement Planning, Fixed Annuities, Asset Allocation, Life Insurance, Wealth Management, Investments, Pensions, Securities, Series 66, MBA, Unit Investment Trusts, ETFs, Separately Managed...
Education
Benedictine University 2010 — 2012
MBA, Financial Management
University of Iowa 2000 — 2004
BBA, Finance
First Trust April 2003 - Present
Skills
Training, Time Management, Mutual Funds, Series 7, Investments, Asset Allocation, Series 63, Asset Management, Investment Strategies, Fixed Income, Portfolio Management, 401k
Education
University of Kansas 1997 — 2002
Bachelor of Arts (B.A.), Mass Communication/Media Studies
First Trust May 2013 - Present
Heartland Bank and Trust Company May 2012 - May 2013
Skills
Excel, Word, Microsoft Office, PowerPoint, Loans, Financial Analysis, Accounting, Analysis, Outlook, Budgets, Teamwork, Banking, Financial Modeling, Credit, Financial Statement..., Data Analysis, Process Improvement, Credit Analysis, Financial Accounting, Cash Flow, Bloomberg
Education
University of Illinois at Urbana-Champaign 2010 — 2012
Bachelor of Science, Finance
Illinois State University 2008 — 2010
Bachelor of Science, Finance
First Trust July 2012 - Present
Bukaty Companies December 2009 - July 2012
BBVA Compass October 2007 - July 2009
Washington Mutual June 2003 - November 2007
Skills
Series 7, Series 65, Series 6, Series 63, Separately Managed..., Mutual Funds, ETFs, Equities, Securities, Variable Annuities
Education
University of Kansas
First Trust May 2013 - Present
Performance Trust Capital Partners May 2012 - December 2012
Taylor University September 2009 - May 2012
Timothy Financial Counsel, Inc. May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Investments, ETFs, Public Speaking, Analysis, Microsoft Word, Investment Strategies, Research, Microsoft Office, Social Media, Public Relations, CRM, Data Analysis, Sales, Investment Advisory, Customer Service, Event Planning, VBA, Investment Properties, Statistical Data..., Event Management, Total Return Swaps, Fixed Income Strategies
Education
Taylor University 2009 — 2013
Bachelor of Science (BS), Finance
West Chicago Community High School 2005 — 2009
2016 Level II Candidate in the CFA Program
First Trust February 2014 - Present
First Trust August 2012 - February 2014
US Securities and Exchange Commission May 2012 - August 2012
American Hotel Register May 2011 - August 2011
Indiana University Bloomington August 2009 - May 2010
Skills
Microsoft Excel, Investment Compliance, Broker-Dealer Compliance, Investment Research, Series 7, ETFs, Mutual Funds, Series 63, OFAC Reporting, UITs, Sales, SMAs, Series 66
Education
Indiana University Bloomington 2008 — 2012
BS, Public Finance
First Trust May 2015 - July 2015
Skills
Crunching Numbers, Communication, Accounting, Public Safety, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Project Management, Teamwork, Time Management, Management, Financial Analysis, Financial Reporting, Leveraged Finance
Education
Indiana University Bloomington 2013 — 2017
Accounting and Finance, Junior
First Trust February 2006 - Present
SunTrust Investment Services May 1996 - February 2006
JPMorgan Chase & Co. 1994 - 1996
Dreyfus 1992 - 1994
First Investors 1990 - 1992
Skills
Portfolio Analysis, Core and Satellite..., Gap and Overlap..., ETF Comparisons, Economic Updates, Practice Management..., Client Presentations
Education
NYU
Bachelor's degree, Finance
Schreiber high school
First Trust August 2013 - Present
Goldman Sachs September 2009 - July 2013
New York Life Investments/MainStay Investments July 2007 - September 2009
Smith Barney Citigroup May 2006 - July 2007
Skills
Alternative Investments, Mutual Funds, Retirement Planning, Retirement, Financial Advisory, Portfolio Management, Trading, Financial Services, Capital Markets, Fixed Income, Equities
Education
Northwestern University - Kellogg School of Management 2011 — 2014
Master of Business Administration (M.B.A.), Finance, General
University of Dayton 2002 — 2006
Bachelor, Finance
CliIntel October 2013 - Present
MountainView Servicing Group September 2011 - December 2013
Fetter Logic, Inc. July 2008 - December 2011
Open Technology Solutions 2007 - July 2008
Citigroup February 2002 - November 2007
Citigroup July 1999 - February 2002
Colorado Public Employees Retirement Association 1995 - 1999
First Trust 1993 - 1995
ICM Mortgage 1990 - 1993
United States Navy 1978 - 1984
Skills
SQL Server, ETL, Capacity Planning, Root Cause Analysis, T-SQL, Performance Tuning, performance analysis, Troubleshooting, Process Automation, Database Administration, Systems Monitoring, SSIS, PowerShell, VBScript, System Monitoring, Microsoft SQL Server, Powershell, Software Documentation, Performance Analysis, Data Center, SDLC, SQL, Servers, Databases, Disaster Recovery, System Administration
Education
Excelsior College 2001 — 2007
Bachelor of Science, Computer Information Systems
Metropolitan State University of Denver 1995 — 1999
Computer Science
Mohegan Community College
AS, General
First Trust January 2015 - Present
Invesco October 2008 - January 2015
Skills
Portfolio Analysis, Unit Trust Comparisons, Mutual Fund Comparisons, Economic Updates, Practice Management, Client Presentations
Education
Benedictine University 2012 — 2015
Master of Business Administration (M.B.A.), Financial Management
Benedictine University 2006 — 2008
Major: Elementary Education; Minor: Business and Economics
Loras College 2004 — 2006
Marketing
First Trust September 1994 - Present
Cadence Health December 2006 - March 2014
Education
DeVry University 2012 — 2015
Bachelor's Degree, Business Administration and Management, General, 3.6
Robert Morris University - Illinois 2000 — 2001
Associate's Degree, Computer Systems Networking and Telecommunications
First Trust April 2015 - Present
Bank of America July 2014 - April 2015
Fidelity Investments January 2013 - July 2014
Fidelity Investments July 2012 - April 2013
Vanguard January 2011 - April 2012
Vanguard July 2010 - January 2011
Vanguard August 2008 - July 2010
Skills
Series 7, Series 63, Series 6, Mutual Funds, Series 66, Finance, Retirement, Investment Strategies, 401k, Investor Relations, Relationship Marketing, Business Relationship..., Sales Process, Investments, Sales
Education
Arizona State University 2000 — 2004
Bachelor of Science (BS), Criminal Justice Studies
Fountain Hills High School 1996 — 2000
First Trust January 2012 - Present
Genworth Financial August 2009 - April 2012
Genworth Financial June 2007 - August 2009
LPL Financial December 2003 - June 2007
Putnam Investments October 2000 - August 2003
Moors & Cabot February 1999 - April 2000
Gruntal & Co. December 1997 - January 1999
Dean Witter Reynolds Inc. July 1997 - October 1997
Education
Lewis University
College of Business, MBA - Finance
University of Massachusetts at Lowell
Villanova University
Project Management, Certificate
Lowell Catholic High School
College Prep
First Trust May 2015 - Present
Vanguard September 2013 - May 2015
United Solar Group LLC May 2012 - September 2012
Toronto Dominion Bank June 2011 - September 2011
Skills
Customer Service, Access, Team Leadership, Financial Analysis, Microsoft Office, Sales, Microsoft Excel, PowerPoint, Microsoft Word, Research, Investments, Public Speaking, Social Media, Outlook, Credit, Analysis, Time Management, Financial Services, CRM, Finance
Education
King's College 2009 — 2013
Bachelor of Science, Finance
Cherokee High School 2005 — 2009
First Trust August 2015 - Present
Dupage Obstetrics & Gynecology 2014 - Present
Midwest Orthopaedics at RUSH May 2011 - August 2013
Skills
Medical Terminology
Education
Georgetown University 2013 — 2014
Master of Science (MS), Physiology and Biophysics
University of Notre Dame 2007 — 2011
Bachelor of Science (B.S.), Biology/Biological Sciences, General
First Trust April 2013 - Present
Guggenheim Funds June 2011 - April 2013
Guggenheim Funds February 2007 - June 2011
Guggenheim Funds February 2006 - February 2007
Caleb Consulting Group October 2004 - February 2006
Skills
CFA Charterholder, Bloomberg Terminal, Factset, Zephyr Style Advisor, FINRA Series 7, FINRA Series 66, Microsoft Office, Analysis, Chartered Financial..., Equities, Equity Research, FINRA, Fixed Income, Mutual Funds, Series 7, Portfolio Management, Investments
Education
University of Illinois at Chicago 2000 — 2004
Bachelor's degree, Finance, General
First Trust August 2015 - Present
FTB Advisors October 2005 - July 2015
Education
Louisiana State University 1997 — 2001
Brother Martin 1993 — 1997
Principal, Pinnacle Financial Group, LLC 2010 - Present
Univ of Illinois, Unext, Stalla 1999 - 2011
Becker Prof. Ed 2004 - 2009
Duff & Phelps, First Trust, and Metros Investment Consulting 1993 - 1999
Duff & Phelps 1995 - 1997
First Trust 1993 - 1995
CBOE 1988 - 1993
Kemper Financial Services 1985 - 1988
Skills
Financial Planning, Portfolio Management, Financial Analysis, Investments, Budgeting, Insurance, Risk Management, Financial Modeling, Asset Management, Equities, Financial Management, Strategic Financial..., Certified Divorce..., Divorce, College Education..., College Savings Plans, Investment Strategies, Investment Portfolio..., Investment Education, Investment Management, Certified Financial..., Chartered Financial..., Estate Preservation, Tax-planning, Budgets, Accounting, Asset Managment, Trading, Managerial Finance, Corporate Finance, Financial Advisory, Retirement, Finance
Education
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Science (BS), Finance, General
CFA Institute
Chartered Financial Analyst (CFA), Investments, Securities Analysis, Valuation, Portfolio Management
Certified Planner Board of Standards
Certified Financial Planner (CFP), Financial Planning
DePaul Graduate School of Business
MBA, International Business
DePaul University
Mediation Certification Program - DePaul University
Institute of Divorce Financial Analysts
Certified Divorce Financial Analyst, Divorce Financial Planning
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
First Trust April 2015 - Present
William Blair & Company January 2007 - April 2015
William Blair & Company January 2005 - January 2007
The Northern Trust Company January 1998 - January 2005
Skills
Mutual Funds, Financial Services, Analysis, Equities, Investments, Valuation, Fund Accounting, Internal Audit, Funding, Accounting, Securities, Trade Compliance, Regulatory Compliance
Education
The University of Georgia 1994 — 1998
B.B.A. Degree, Finance
Wholesale LLC May 2012 - Present
Buffum Builders May 2011 - Present
First Trust May 2013 - June 2013
Sandy Pines Resort May 2007 - August 2011
Skills
Sales Operations, Finance, Leadership, Budgets, Sales, Team Leadership, Teamwork, PowerPoint, Social Networking, Time Management
Education
Cornerstone University 2010 — 2014
Bachelor of Science (B.S.), Business Management
Cornerstone University 2010 — 2014
Bachelor of Science (BS), Finance, General
Tri-Unity Christian School 2006 — 2010
High School Diploma, 4.0
First Trust November 2012 - Present
Skills
Financial Analysis, Financial Planning, Wealth Management, Highly Analytical, Building Relationships, Organizational..., Attention To Detail, Strategic Communications, Microsoft Office, Excel, PowerPoint, Word, Sales, Interpersonal Skill
Education
Gonzaga University 2007 — 2011
Bachelor, Business Administration; Finance, Political Science Minor
University of Louisville Multi-Site Business Program 2009 — 2009
International Accounting and International Law
First Trust January 2012 - Present
Kingsland Properties 2005 - January 2012
IBM December 1993 - March 2007
IBM February 1987 - December 1993
Skills
IT architectures, Software Development, Real Estate Development, Computer Architecture
Education
Taylor University 1983 — 1987
BS, Computer Science
First Trust February 2014 - Present
First Trust January 2014 - February 2014
First Trust August 2012 - December 2013
NEP Electronics, Inc. October 2011 - August 2012
NEP Electronics, Inc. July 2007 - October 2011
Tommy Z's Pure Speed Sports Clinic August 2009 - November 2009
Instantwhip Chicago, Inc. June 2006 - August 2006
Skills
Sales, CRM, Pricing, Sales Operations, Contract Negotiation, Microsoft Excel, Negotiation, Microsoft Office, Customer Service, Outlook, Key Account Management, Series 7, Series 66, Sales Presentations, Sales Management, Account Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
M.B.A., Investment Management; Finance
Carthage College 2003 — 2007
B.A., Business Andministration & Marketing
First Trust July 2015 - Present
T.N.T. Enterprises May 2005 - May 2015
Manna Pro Products, LLC May 2014 - August 2014
Hickory Hills Country Club August 2012 - May 2013
Quail Creek Golf Club May 2006 - August 2009
Skills
Finance, Financial Analysis, Financial Accounting, Corporate Finance, Microsoft Excel, Organizational..., Team Leadership, Communication, Social Skills, Time Management, Social Media
Education
Missouri State University 2011 — 2015
Finance
Drury University 2009 — 2011
Architecture
First Trust May 2014 - Present
Dun Magazine April 2013 - June 2014
Spectrum Restoration May 2013 - September 2013
Taylor University February 2013 - May 2013
Sevenson Environmental Services Inc. May 2012 - September 2012
Taylor University September 2010 - 2012
Skills
Customer Service, Photoshop, Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, Public Speaking, Research, PowerPoint, C++, Java, English, Social Media, Fundraising, Management, Nonprofits, Unit Investment Trusts, Separately Managed..., Equities, ETFs, Event Planning, Facebook, Finance, Investments, Leadership, Portfolio Management, Mutual Funds, Social Networking, Marketing, Public Relations, Event Management, Time Management, Communication, Social Media Marketing, Financial Analysis, Leadership Development, Sales, Financial Services, Higher Education, Team Building, Asset Management, Financial Modeling, Coaching, Press Releases, Analysis, Budgets, Economics, Relationship Management, Outlook, Financial Planning
Education
Taylor University 2010 — 2014
Bachelor of Arts (BA), Political Science and Government
Whitney M. Young Magnet High School 2006 — 2010
High School Diploma, General Studies
First Trust 2007 - Present
Aramark 2002 - 2006
ServiceMaster 2000 - 2002
Skills
Investment Management..., Investment Advisers Act, Investment Company Act, Private Equity, Start-up Ventures, Joint Ventures, Company Set-up, Corporate Law, Business Transactions, Financial Transactions, private placement, Separately Managed..., Registered Investment..., Licensing, Information Technology, Mergers & Acquisitions, Commercial Insurance, Employment Law, Legal Advice, Bankruptcy, Commerical Transactions, Real Estate Transactions, Transactional Law, Lines Of Credit
Education
Boston University School of Law
Doctor of Law (J.D.), Law
Whitman College
Bachelor of Arts (B.A.), Political Science and Government
Performance Trust Capital Partners January 1996 - Present
First Trust August 1994 - December 1995
Skills
Capital Markets, Hedge Funds, Mutual Funds, Due Diligence, Private Equity, Fixed Income, Alternative Investments, Investments, Asset Management, Series 7, Portfolio Management, Financial Analysis, Bloomberg, Series 24, Securities
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1999 — 2004
Juris Doctorate, Law
Covenant College 1990 — 1993
BS, Business Administration
St. Louis Community College, Florissant Valley 1988 — 1990
Associate's degree
Citisoft, Inc. March 2011 - Present
Citisoft, Inc. October 2005 - March 2011
Citisoft, Inc. January 2003 - October 2005
PwC June 1998 - December 2002
First Trust 1989 - June 1998
Skills
Project Management, SQL Query, Eagle Pace, Charles River..., Issues Resolution, Microsoft Office, SS&C Portia, Cadis, Program Management, Program Budgeting, Project Planning, MS Project, Conflict Resolution, Data Management, Data Conversion, Investment Compliance, Trading, Trading Systems, Business Analysis, Interface Design and..., Securities, Mutual Funds, Investments, Integration, Outsourcing, Middle Office, Order Management, Equities, Financial Services, Fixed Income, Back Office, Asset Management, Risk Management
Education
University of Florida 1982 — 1986
Bachelor's of Science, Business Management
Bay High School 1980 — 1982
First Trust January 2008 - Present
First Trust Portfolios August 2005 - Present
Skills
ETF's, Separately Managed..., Mutual Funds, Fixed Income, Securities, Investment Management, Investment Advisory, Bonds, Structured Products, Financial Markets, 401k, Valuation, Series 7, Series 66, UIT's
Education
University of Colorado Boulder 2000 — 2004
Bachelor of Arts (BA), Economics
Promus Capital, LLC May 2011 - Present
Guggenheim Investments July 2003 - May 2011
First Trust May 2002 - July 2003
USA Financial August 2000 - May 2002
Administrative Management Group, Inc. December 1998 - August 2000
Skills
ETFs, Alternative Investments, Portfolio Management, Equities, Equity Research, Investments, Strategy, Asset Allocation, Trading, Securities, Asset Management, Mutual Funds, Investment Advisory, Investment Strategies, Hedge Funds, Bonds, Investment Management, Series 63, Fixed Income, Wealth Management, Series 24
Education
Hope College 1994 — 1998
BA, Psychology
First Trust October 2014 - Present
State Street September 2011 - October 2014
State Street May 2010 - September 2011
State Street 2007 - May 2010
Fidelity Investments September 2006 - September 2007
Turan Corporation September 2002 - September 2006
Skills
Corporate Development, Mutual Funds, Hedge Funds, Capital Markets, Alternative Investments, Financial Advisory, Asset Allocation, Equity Research, Competitive Analysis, Derivatives, ETFs, FINRA, Trading, Financial Modeling, Emerging Markets, Financial Markets, Options, Series 63, Wealth Management..., Fixed Income, Investment Banking, Bloomberg, Equities
Education
Boston University 2002 — 2005
BS, Business Management
Franciscan University of Steubenville 2000 — 2002
The Trivium School 1998 — 2000
RBC Wealth Management 2010 - Present
First Trust 2008 - 2010
E*TRADE Financial Corporation 2007 - 2008
RBC Bank 2004 - 2007
Skills
Investment Advisory, Wealth Management, Financial Services, Retirement Planning, Investment Strategies, Business Development, Investments, Strategic Financial..., Asset Allocation
Education
Canadian Securities Institute 2010 — 2011
Designation, Personal Financial Planner (PFP)
Institute for Divorce Financial Analysts 2009 — 2010
Designation, Certified Divorce Financial Analyst (CDFA)
Insurance Institute of Canada 2004 — 2006
CIP
Western University 2003 — 2004
Graduate Diploma, Philosophy - Ethics
McMaster University 2000 — 2003
Bachelor of Arts, Political Science - International Relations
First Trust June 2014 - Present
Equus Financial Consulting November 2012 - Present
Advanced Equities April 2010 - November 2012
Connelly Roberts & McGivney LLC July 2007 - December 2009
Skills
Investments, Equities, Financial Advisory, Unit Investment Trusts, Alternative Investments, Capital Markets, Private Equity, Venture Capital, Due Diligence, Private Placements, Hedge Funds, Securities, Investment Banking, Valuation, Asset Management
Education
Michigan State University College of Law 2004 — 2007
Juris Doctor, Legal Studies
Michigan State University 1995 — 1999
Bachelor of Arts - Business, Eli Broad College of Business
Northern Trust Asset Management February 2015 - Present
Northern Trust October 2013 - Present
Northern Trust April 2011 - October 2013
Millington Securities, Inc. March 2010 - August 2010
Alpha Energy June 2007 - December 2009
Dale Carnegie Training October 2004 - May 2007
WCFC TV 38 January 2001 - September 2004
InvestorJoe.com March 2000 - December 2000
First Trust July 1996 - March 2000
Invesco June 1992 - July 1996
Skills
Project Planning, Project Implementation, Product Marketing, Product Management, Group Presentations, Social Media Marketing, Key Account Management, Marketing Strategy, Marketing Communications, Analytics, Online Marketing, B2C marketing, B2B Marketing, Value Proposition..., Expertise in strategic..., Marketing Operations, Competitive Strategy, Brand Architecture, Marketing ROI, Online Advertising, Digital Marketing, Business Strategy, Management, Social Media, Marketing, Business Development, Value Propositions, Public Speaking, Sales, Integrated Marketing, Nonprofits, B2B, Strategic Communications, Email Marketing, Advertising, Strategy, Business Planning, Selling, Public Relations, Event Management, Media Relations, Budgets, Strategic Partnerships, Training, Salesforce.com, Strategic Planning, Leadership, Project Management, Product Development, Analysis
Education
Liberty University
Masters
Wharton School, University of Pennsylvania
Certificate Program: Securities Industry Institute
Wheaton College
BA
Casa Grande Union High School
First Trust September 2015 - Present
First Trust January 2015 - August 2015
First Trust 2011 - 2015
First Trust 2011 - 2015
First Trust February 2011 - December 2014
Nordstrom May 2010 - August 2010
Nordstrom April 2007 - August 2010
City of Chicago May 2009 - August 2009
Skills
Sales, Marketing, Customer Service, Sales Management, Public Relations, Time Management, Cold Calling, Investments, Sales Process, Event Planning, Public Speaking, Social Media, PowerPoint, Spanish, Management, Microsoft Excel, Microsoft Office, Mutual Funds, Series 7, Teamwork, Press Releases, Financial Analysis
Education
Butler University 2007 — 2011
Business and Spanish, Economics and Spanish
Butler University 2007 — 2010
Bachelor of Science, Spanish and Business Studies
First Trust January 2015 - Present
First Trust June 2014 - January 2015
RadiumOne December 2013 - June 2014
RadiumOne Inc. October 2012 - July 2013
RadiumOne Inc. June 2012 - October 2012
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Universitat Autònoma de Barcelona 2010 — 2010
International Business, Marketing
Wheaton Academy, WAnet May 2014 - Present
Wheaton Academy December 2011 - May 2014
First Trust June 2011 - July 2011
United States Census Bureau May 2010 - July 2010
Wheaton Academy June 2007 - August 2008
Wheaton Christian Grammar School May 2006 - June 2007
Skills
Desktop Publishing, Branding & Identity, Strategic Communications, Public Speaking, Staff Development, Teaching, Social Media, Microsoft Office, PowerPoint, Editing, Higher Education, Coaching, Strategic Planning, Microsoft Excel, Photoshop, Microsoft Word, Social Networking, Social Media Marketing
Education
Grace College and Seminary 2008 — 2012
B.S., Business Administration, Biblical Studies
First Trust May 2015 - Present
Orangehaus Records May 2014 - May 2015
First Trust May 2014 - August 2014
Blackberry Market December 2012 - January 2014
Skills
Social Media, Microsoft Office, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Networking, Social Media Marketing, English, Windows, Event Planning, Bloomberg
Education
Anderson University 2012 — 2016
Finance, General
Trumaker September 2015 - Present
First Trust November 2014 - July 2015
Ameritrade Holding Corporation June 2011 - November 2014
Ameritrade Holding Corporation September 2008 - June 2011
Skills
Investments, Strategy, Series 7, Financial Services, Securities, Business Development, Series 63, Series 24, Options, Wealth Management, Mutual Funds, Marketing, Asset Allocation, Investment Advisory, Uniform Combined State..., Portfolio Management, FINRA, Alternative Investments, 401k
Education
DePaul University
BA, International Communications
DePaul University
Bachelor's degree
First Trust January 2015 - Present
Material Sciences Corporation March 2010 - January 2015
Material Sciences Corporation March 2008 - February 2010
Material Sciences Corporation July 2005 - February 2008
DuPage County June 2004 - May 2005
Dick's Sporting Goods 2000 - 2005
Skills
Onboarding, Employee Benefits, Benefits Administration, HRIS, New Hire Orientations, ADP Payroll, Open Enrollment, Payroll, COBRA, Recruiting, Human Resources, EEO, Employment Law, Labor Relations, HR Policies, Applicant Tracking..., Employee Relations
Education
North Central College 2003 — 2005
Bachlors, Human Resources
First Trust June 2015 - Present
Taylor University February 2014 - May 2015
Invesco PowerShares May 2014 - August 2014
Harvest Financial Planning, LLC. May 2013 - August 2013
Skills
Financial Analysis, Investments, Financial Advisory, Series 7, Economics, Research, Portfolio Management
Education
Taylor University 2011 — 2015
Finance
First Trust July 2015 - Present
First Trust June 2015 - Present
Morgan Stanley January 2015 - May 2015
Lincoln Financial Advisors August 2014 - December 2014
Skills
Communication, Cooperative, Customer Service, Microsoft Word, Creativity, Leadership, Microsoft Excel, Microsoft Office
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2015
Bachelor of Science (B.S.) 3.925 GPA, Finance, General, Senior
Gloucester County College 2012 — 2013
Associate of Science (A.S.), Business Administration
First Trust May 2014 - Present
Exchange Bank and Trust Co. May 2013 - May 2014
C&B Carpets & Services, Inc. May 2009 - August 2012
Skills
Analytical Skills, Resourceful..., Goal Oriented, Enthusiastic..., Leadership, Due Diligence, Teller Operations, Customer Service, Professional..., Superior Work Ethic, Time Management, Training
Education
Oklahoma State University 2011 — 2014
Bachelor of Science (BS), Finance, Graduating in 3 years, 3.055, 4.0 in Finance
Owasso High School 2007 — 2011
Law Offices of Robert B. Patterson / Law Offices of Joel H. Greenburg September 2014 - Present
Cantigny part of the McCormick Foundation November 2010 - Present
The Law Office of Brigid Duffield, P.C. November 2013 - September 2014
First Trust December 2009 - December 2010
Cantigny part of the McCormick Foundation July 2008 - November 2010
First Trust January 2008 - July 2008
Skills
PowerPoint, Microsoft Word, Outlook, Microsoft Excel, Microsoft Office, Customer Service, Event Planning, Research, Teamwork, Legal Documents, Editing, Social Media
Education
College of DuPage 2013 — 2014
Paralegal Certificate, Paralegal Studies
Elmhurst College 2008 — 2011
Bachelor of Arts (B.A.), Psychology
Miami University 2007 — 2008
Undecided
First Trust October 2014 - Present
First Trust July 2012 - October 2014
Strategies, LLC - Denver June 2011 - November 2011
David A. Marcus & Associates July 2006 - August 2010
Skills
Investment Management, Investment Strategies, Investment Advisory, Financial Analysis, Investment Sales, ETFs, Separately Managed..., Financial Advisory, Asset Allocation, Mutual Funds, Strategic Financial...
Education
CFA Institute
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelors of Science in Business & Administration, Finance, Entrepreneurial Studies & Small Business Management
University of New Haven- Barcelona, Spain 2011 — 2011
Business & Administration, International Business
First Trust March 2014 - Present
State Street June 2011 - March 2014
Goldman Sachs January 2010 - July 2011
The Vanguard Group August 2008 - February 2010
The Arizona Republic January 2007 - May 2008
Skills
Investments, ETFs, Cash Management, Portfolio Management, Financial Analysis, Investment Management, Fixed Income, Risk Management, Private Equity, Strategic Planning, Business Development, Communication Skills, Capital Markets, Equities, Alternative Investments, Asset Management, Treasury Management, Leadership, Latin American Business, Emerging Markets, New Business Development, Marketing Communications, Spanish, Latin America, Inversiones, Fondos cotizados en..., Inversiones alternativas, Análisis financiero, Gestión de cartera de..., Gestión de activos, Acciones, Capital de inversión, Rentas fijas, Mercados emergentes, Desarrollo empresarial, Gestión de inversiones, Gestión de riesgos, Mercado de capitales, Español, Planificación..., Liderazgo
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Masters International Business
Arizona State University 2004 — 2008
Journalism and Political Science, Spanish, Public Relations
BondWave April 2001 - Present
First Trust August 1991 - Present
Skills
Series 7, ETFs, Investments, Fixed Income, Series 63, Mutual Funds, Bonds, Securities, Asset Allocation, Financial Markets, Investment Strategies, Portfolio Management, Alternative Investments, Asset Managment, Equities, Financial Analysis, Trading, Hedge Funds, Wealth Management, Investment Advisory, Strategy, Asset Management, Finance, Investment Banking
Education
Northern Illinois University 1979 — 1983
Edge Portfolio Management, LLC April 2015 - Present
Fixed Income Capital Partners 2014 - 2015
Ocean Tomo 2013 - 2014
First Trust May 2012 - September 2012
Education
Indiana Wesleyan University
Bachelor’s Degree, Finance, Economics
First Trust March 2014 - Present
AT&T August 2013 - March 2014
Skills
Sales, Analysis, Economics, Leadership, Financial Analysis, Portfolio Management, Account Management, Research, Investments, Microsoft Excel, Team Leadership, Data Analysis, Microsoft Office, Equities
Education
Miami University 2009 — 2013
Economics, Economics
BMO Financial Group May 2015 - Present
First Trust February 2014 - May 2015
First Trust July 2012 - February 2014
JPMorgan Chase July 2011 - July 2012
Bridgeview Bank Group November 2005 - April 2008
Archer Bank July 2004 - November 2005
Skills
Compliance, Accounting, Finance, Financial Reporting, Budgets, Investments, Accounts Payable, Accounts Receivable, Accruals, Account Reconciliation, Banking, Financial Analysis, Financial Risk, Leadership, Wealth Management, Loans, Managerial Finance, Small Business Lending, Consumer Lending, Analysis, Financial Services, Insurance, Management, Sales
Education
Eastern Illinois University 2008 — 2011
Bachelor of Science in Business, Finance
Moraine Valley Community College 2005 — 2008
Associates Degree, Business
Saint Laurence High School 2001 — 2005
High School Diploma
First Trust August 2015 - Present
First Trust June 2015 - August 2015
De Rito Partners January 2014 - June 2015
Miller Russell Associates February 2015 - May 2015
American Realty Capital Properties May 2014 - August 2014
Kimco Realty Corporation January 2014 - May 2014
Harrison Properties LLC May 2013 - September 2013
Ski Pro November 2012 - March 2013
Private October 2010 - July 2012
De Rito Partners September 2010 - August 2011
Skills
Microsoft Excel, Finance, Microsoft Word, Management, Real Estate, Public Speaking, PowerPoint, Commercial Real Estate, Retail, Advertising, Leases, Customer Service, Mathematics, Spanish
Education
Arizona State University 2011 — 2015
Bachelor, Finance, General
First Trust September 2013 - Present
United States Institute of Peace September 2011 - December 2012
Education
The George Washington University, Elliott School of International Affairs 2011 — 2012
MA, International Economic Affairs, 3.93 GPA
Michigan State University 2008 — 2010
Bachelor's Degree, Chinese Language and Culture, 3.98
K&L Gates November 2014 - Present
First Trust May 2013 - November 2014
United States Attorney's Office December 2012 - May 2013
US Securities and Exchange Commission May 2012 - December 2012
University of Miami Investor Rights Clinic January 2012 - May 2012
US Securities and Exchange Commission August 2011 - December 2011
GunnAllen Financial September 2007 - January 2009
Skills
Securities Regulation, Securities Litigation, Securities Act of 1933, Securities Exchange Act..., Investment Advisers Act, Investment Company Act, Sarbanes-Oxley Act, Security Analysis, Dodd-Frank, Securities Offerings, Securities, Legal Writing, Corporate Governance, Finance, Legal Research, FINRA, Hedge Funds
Education
University of Miami School of Law 2010 — 2013
Juris Doctorate, magna cum laude
Florida Atlantic University 2004 — 2008
Finance, Behavioral Finance
First Trust 2004 - Present
Winston & Strawn LLP 1977 - 2005
Harvard University 1994 - 1995
University of Virginia School of Law 1978 - 1979
The White House 1976 - 1977
The White House 1975 - 1976
D'Ancona, Pflaum, Wyatt and Riskind 1970 - 1975
University of Pennsylvania Law School 1969 - 1970
Skills
Leadership, Venture Capital, Public Policy, Nonprofits, Due Diligence, Legal Research, Litigation, Legal Writing, Policy Analysis, Community Outreach, Public Speaking, Teaching, Analysis, Securities Regulation, Table Tennis, Intellectual Property, Customer Service, Marketing Strategy, Private Equity, Corporate Governance, Mergers & Acquisitions, Research, Corporate Law, Microsoft Office, English, Editing, Sales Management, Licensing, Government, Strategy, Management Due Diligence, Investments, Asset Management, Alternative Investments
Education
University of California, Berkeley - School of Law 1969 — 1969
Juris Doctor (J.D.)
Princeton Theological Seminary 1965 — 1966
Hope College 1961 — 1965
The University of Chicago Booth School of Business
Finance
First Trust September 2013 - Present
First Trust June 2013 - September 2013
First Trust June 2011 - August 2011
Crestwood Dodge May 2010 - August 2010
Hines May 2009 - May 2009
Skills
Microsoft Excel, Teamwork, Product Development, Microsoft Office, Public Speaking, Time Management, PowerPoint, Customer Service
Education
Cornerstone University 2009 — 2013
Bachelor of Science (BS), Finance, General
Southfield Christian High School 2005 — 2009
High School Diploma
First Trust April 2015 - Present
First Trust July 2011 - April 2015
Vector Marketing May 2009 - August 2009
Vector Marketing May 2007 - May 2009
Skills
Inside Sales, ETFs, Separately Managed..., Strategic Leadership, Organizational..., Series 7, Series 63, Wholesale Operations, Business Relationship..., Financial Analysis, Financial Markets, Strategic Financial..., Public Speaking, Sales, Alternative Investments, Asset Allocation, Investment Strategies, Mutual Funds, Microsoft Excel, Microsoft Office
Education
Brown University 2007 — 2011
Bachelor's degree, Economics
Wheaton South 2004 — 2007
First Trust May 2012 - Present
Gold Rush Girls September 2011 - September 2013
PromoWorks October 2003 - October 2011
PromoWorks, LLC October 2003 - October 2011
Royal & SunAlliance January 1999 - January 2003
Baan Company January 1998 - January 1999
AllTech Data Systems, Inc January 1995 - January 1998
Americable 1992 - 1995
Skills
Outlook, Payroll, Employee Relations, PowerPoint, PeopleSoft, Word, Customer Service, Event Planning, Excel, Scheduling, Coaching, Event Management, Accounting, Microsoft Office, Budgeting, Access, Negotiation, Compliance, Problem Solving, Planning, Team Leadership, Contract Negotiation, Administration, Performance Management, Mentoring, Lotus Notes, Microsoft Excel, Budgets, System Administration, Retail, Team Building, Management, Interviews, Process Scheduler, Accounts Receivable, Microsoft Word, Process Improvement, HRIS, Time Management, Invoicing, New Hire Orientations, Leadership, Hiring, ADP Payroll, Onboarding, Recruiting, Office Management
Education
Marillac High School
Northern Illinois University
Oakton Community College
English, Art
Oakton Community College
St. Louise De Marillac High School
First Trust July 2012 - Present
First Trust Portfolios L.P. March 2010 - June 2012
MassMutual Financial Group April 2008 - February 2010
The Bear's Club November 2006 - March 2008
Butler National Golf Club March 2006 - November 2007
Skills
Series 7, ETFs, Series 63, Separately Managed..., Investments, Microsoft Office, Microsoft Excel, Financial Analysis, Customer Service
Education
Benedictine University
Bachelor's degree, Marketing
First Trust October 2014 - Present
Wells Fargo Advisors October 2010 - September 2014
Wells Fargo Advisors August 2008 - October 2010
Insol, LLC January 2006 - August 2008
Skills
Asset Allocation, Investments, Account Management, Investment Strategies, Investment Advisory, Business Development, Mutual Funds, Alternative Investments, Portfolio Management, ETFs, Management, Retirement Planning, Relationship Management, Retirement, 401k Rollovers, Online Marketing, Financial Analysis, Concentrated Stock..., Deferred Compensation..., Estate Investment..., Stock Analysis, Deferred Compensation
Education
Saint Louis University 2007 — 2009
Master of Business Administration (MBA)
University of Missouri-Columbia, College of Business 2001 — 2005
Bachelor's degree, Finance/Real Estate
FINRA Series 7 and 66 Registration
First Trust February 2015 - Present
First Trust January 2014 - Present
First Trust March 2012 - Present
Merrill Lynch August 2010 - March 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, HTML
Education
Miami University
Bachelor's degree, Economics and Journalism
First Trust April 2006 - Present
Skills
Exchange Traded Funds, Separately Managed..., Mutual Funds, Series 7, Series 6, Series 63, Series 65, Alternative Investments, Equities, ETFs
Education
University of Illinois at Chicago 1996 — 2000
Bachelor's degree, Finance, General
The Master's College September 2012 - Present
First Trust May 2014 - August 2014
First Trust December 2013 - January 2014
The Master's College September 2012 - May 2013
Skills
•Graduated a semester..., •Presidential Scholar..., Communication, Organization, Microsoft Excel, Lightroom, Customer Service, Management, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media, Teaching
Education
The Master's College 2012 — 2015
Bachelor of Science (BS), International Business, •Current GPA: 3.80
Seeking Next Opportunity 2015 - Present
Invesco PowerShares December 2014 - April 2015
Invesco PowerShares December 2006 - December 2014
Invesco PowerShares March 2003 - December 2006
First Trust September 1999 - March 2003
First Trust Portfolios Canada January 1997 - September 1999
Advantax, Inc. January 1995 - January 1997
Skills
Investments, Securities, ETFs, Leadership, Marketing Strategy, Branding, Advertising, Series 7, Series 63, Portfolio Management, Investment Management, Alternative Investments, Finance, Brand Management, Brand Awareness, Digital Marketing, Creative Direction
Education
John Brown University 1990 — 1994
Bachelor of Science (B.S.), Business Administration and Management
Wheaton Academy 1986 — 1990
High School Diploma
First Trust March 2014 - Present
Infor October 2012 - March 2014
PwC November 2011 - October 2012
Schneider Downs October 2010 - November 2011
Skills
CPA, Chartered Financial..., SEC filings, GAAP, Auditing, Accounting, Internal Controls, Financial Reporting, US GAAP, Financial Accounting, Sarbanes-Oxley Act, Financial Statements, Assurance, Financial Analysis, Revenue Recognition, Accounting Research, Sarbanes-Oxley, Account Reconciliation, Finance, Financial Modeling
Education
The Ohio State University 2009 — 2010
Masters, Accounting
The Ohio State University 2005 — 2009
BSBA, Accounting
First Trust January 2012 - Present
First Trust April 2006 - January 2012
JPMorganChase August 2002 - April 2006
Skills
Sales Presentations, Group Presentations, Customer Presentations, Separately Managed..., ETFs, Series 7, Series 63, Series 65, Investment Strategies, Mutual Funds, Investments, Asset Allocation, Wealth Management, Series 6, Alternative Investments, Equities, Fixed Income, Investment Advisory, Securities, Retirement Planning, Uniform Combined State..., Asset Managment, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, History
TD Ameritrade January 2012 - Present
TD Ameritrade March 2008 - January 2012
Fiserv March 2006 - March 2008
Fiserv Investment Support Services January 2001 - March 2006
First Trust September 1998 - January 2001
National Farmers Union Insurance 1992 - 1998
BG Maintence Mangement March 1990 - 1992
Skills
Business Analysis, Disaster Recovery, Process Improvement, SharePoint, Visio, Windows Server, Customer Service, Software Documentation, Data Center, Process Management, Testing, Vendor Management, Operating Systems, Unix, IBM AIX, SDLC
Education
Metropolitan State University of Denver 1990 — 1993
Property and Casualty Insurance January 2015 - Present
Sammons Financial Group September 1999 - January 2015
First Trust July 1998 - September 1999
Northwestern Memorial Hospital November 1997 - July 1998
Skills
SDLC, Business Analysis, Requirements Analysis, Project Portfolio..., Process Improvement, IT Strategy, Insurance, Change Management, Vendor Management, Web Development, Management, Web Design, Web Applications, Program Management, Project Management, Leadership, Technology Integration, C#, Thought Leadership, .NET, IIS, Enterprise Software, Team Building, Business Intelligence, VB#, OWASP Top 10, Strategic Planning
Education
Benedictine University 2006 — 2010
MBA
University of Illinois at Chicago 1993 — 1997
Bachelor's degree
First Trust July 2005 - Present
Rock Island Company October 2000 - November 2004
Skills
Mutual Funds, Capital Markets, FINRA, Asset Allocation, Equities, Series 63, Alternative Investments, Series 7, Financial Risk, ETFs, Hedge Funds, Investments
Education
DePaul University 1999 — 2001
Bachelor of Science in Commerce, Finance
Triton College 1997 — 1999
Associate in Science, Business
First Trust June 2012 - Present
First Trust Portfolios August 2007 - Present
League of Women Voters, LaGrange Area July 2008 - June 2012
Nuveen Investments June 2000 - April 2007
CGI Consulting November 1997 - June 2000
Chicago Board Options Exchange November 1986 - November 1997
Continental Illinois National Bank February 1982 - November 1986
Skills
Business Analysis, Project Management, Databases, Data Warehousing, Software Development, Visio, Vendor Management, Equities, SQL, Risk Management, Fixed Income, Management, Requirements Gathering, CRM, Database Design, Software Documentation, Analysis
Education
Purdue University - Krannert School of Management 1977 — 1981
BS, Industrial Management
First Trust June 2010 - Present
Van Kampen Investments 1999 - June 2010
Morgan Stanley Investment Management 1999 - June 2010
Calamos Investments 2005 - 2006
Skills
Investments, Series 7, Mutual Funds, Series 63, Asset Allocation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1994
MBA, Business
Illinois Wesleyan University 1988 — 1992
Bachelor's degree, Business
Marco Consulting Group April 2012 - September 2014
The Marco Consulting Group May 2007 - April 2012
Lotsoff Capital Management September 2006 - April 2007
Calamos Investments April 2004 - July 2006
First Trust October 1993 - April 2004
Skills
Fixed Income, Equities, Investments, Commodities, Financial Analysis, Performance Analysis, Client Service, Hedge Funds, Alternative Investments, Client Services, Commodity, Asset Allocation, Asset Management
Education
DePaul University 1999 — 2003
Bachelor of Arts (BA), Business/Finance
Robert Morris University - Illinois
CBRE December 2013 - Present
Jones Lang LaSalle December 2012 - December 2013
Dupage Medical Group November 2011 - September 2012
First Trust January 2011 - November 2011
Russeau Team HealthCare, Ltd. December 2007 - March 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Administrative..., Customer Service, Fitness, Nutrition, Public Speaking, Community Outreach, Accounts Payable, Accounts Receivable, Leadership, Nonprofits, Event Planning
Education
Taylor University 2003 — 2007
Bachelor of Arts (BA), Kinesiology and Exercise Science
Wheaton Academy 1999 — 2003
First Trust January 2015 - Present
Vanguard May 2013 - January 2015
Vanguard October 2009 - May 2013
Vanguard July 2008 - October 2009
Vanguard June 2007 - July 2008
Skills
Program Management, Risk Management, Leadership, Six Sigma, CRM, Training, Coaching, Change Management, Internal Controls, Relationship Management, Investments, Microsoft Office, Customer Service, Data Analysis, Process Improvement, Public Speaking, Strategic Planning, Project Management, Team Building, Securities, Microsoft Excel, Business Development, Management, Spanish
Education
Thunderbird School of Global Management 2011 — 2013
Global MBA
Hanover College 2002 — 2006
Bachelor of Arts, Spanish, Business Administration
Universidad del Valle de Atemajac
First Trust September 2015 - Present
Vanguard September 2012 - September 2015
Vanguard September 2012 - June 2015
Vanguard April 2008 - September 2012
Vanguard December 2005 - April 2008
Vanguard July 2004 - December 2005
Merrill Lynch 2003 - 2004
Skills
ETFs, Asset Allocation, Series 63, Mutual Funds, ETF Sales, Consultative Selling, Asset Managment, Series 7, Investment Strategies, Portfolio Management, Retirement Planning, Wholesaling, Investment Advisory, Series 24, Portfolio Construction, Business Development, Strategic Planning, Communication Skills, Risk Management, Capital Markets, Sales Management
Education
University of California, Berkeley 2007 — 2007
Certified Investment Management Analyst Program
University of Arizona, Eller College of Management 2000 — 2004
Bachelor of Science in Business Administration, Finance
First Trust August 2013 - Present
CRT Capital Group November 2011 - August 2013
Deerfield Capital Management July 2005 - July 2011
Piper Jaffray March 2003 - July 2005
Skills
Asset Management, Fixed Income, Valuation, Investments, Bloomberg, Portfolio Management, Capital Markets, Hedge Funds, Bonds, Alternative Investments, Financial Modeling, Securities, Financial Analysis, Derivatives, Equities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2009
Master of Science, Real Estate Finance
University of Colorado Boulder - Leeds School of Business 1998 — 2002
Bachelor of Science, Finance
First Trust August 1995 - Present
Kemper Financial Services January 1995 - August 1995
Education
Benedictine University
MBA, Business Administration
North Central College 1991 — 1994
B.S., Finance
Waubonsie Valley H.S.
Asbury Automotive Group January 2003 - June 2004
Vedder Price, P.C. June 1999 - December 2001
First Health Group Corp. September 1997 - December 1998
Vedder Price, P.C. January 1996 - September 1997
Vedder Price, P.C. March 1995 - December 1995
First Trust 1988 - 1995
Skills
Joint Ventures, Litigation, Corporate Governance, Mergers & Acquisitions, Securities, Negotiation, Securities Regulation, Licensing, Public Relations, Contract Negotiation, Management
Education
DePaul University College of Law 1992 — 1995
Doctor of Law (JD)
Lawrence University 1984 — 1987
BA Government
First Trust July 2010 - Present
Self Employed September 2003 - Present
Fiserv, Inc. April 1989 - September 2003
Marketing One, Inc. January 1987 - February 1989
Portland Magazine 1983 - 1987
Skills
Writing, Editing, Media Relations, Public Relations, Corporate Communications, Community Relations, Copywriting, Press Releases, Marketing Communications, Social Media Marketing
Education
Oregon State University 1980 — 1983
Bachelor of Science, Technical Journalism, Business
First Trust July 2013 - Present
Oberweis Asset Management, Inc. June 2007 - June 2013
Education
Iowa State University 1994 — 1997
BS, Ag Business
UBS PM / Sr AnalystProvident AdvisorsJanuary 2004 - August 2004
Nicholas Applegate 2000 - 2003
Nicholas Applegate March 2000 - May 2002
FAF Advisors July 1993 - March 2000
FAF Advisors 1993 - 2000
First Trust 1993 - 2000
First American Funds 1993 - 2000
Education
Saint Mary's University of Minnesota 1990 — 1993
Accounting
First Trust April 2013 - Present
The Northern Trust Company January 2011 - April 2013
Resilire Partners LLC May 2010 - August 2010
RESILIRE PARTNERS LLC May 2010 - August 2010
Kawamura Capital Partners LLC November 2009 - May 2010
KAWAMURA CAPITAL PARTNERS LLC November 2009 - May 2010
Alaric Compliance Services, LLC January 2009 - November 2009
Driehaus Capital Management, LLC April 2000 - October 2008
Driehaus Capital Management LLC March 2000 - October 2008
ALLSTATE FINANCIAL SERVICES, LLC June 2003 - October 2004
Skills
Corporate Governance, Securities
Education
The John Marshall Law School 1998 — 2002
JD, Securities Law
Keller Graduate School of Management
Master, Business Administration
Western Illinois University
Bachelor of Business Administration, Finance
Republic Airways July 2013 - Present
Alpha Flying Inc November 2011 - July 2013
Piedmont Flight Training February 2010 - October 2011
84 Lumber February 2007 - April 2009
USMC October 2003 - February 2007
Zions First National Bank December 2002 - October 2003
First Trust August 2000 - December 2002
Education
Airline Transport Professionals (ATP) 2009 — 2010
Colorado State University 1997 — 2000
First Trust June 2014 - Present
Invesco October 2012 - May 2014
Standard & Poor's January 2010 - October 2012
Nuveen Investments February 2003 - June 2009
Wachovia Securities, Inc March 1997 - January 2003
Skills
Analysis, Portfolio Management, Investments, Management, Credit Analysis, Credit, Bonds, Leadership, Economics, Asset Allocation, Fixed Income, Due Diligence, Capital Markets, Bloomberg, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
M.S., Finance
University of Missouri
B.A, Economics
Center for Urban Education at University of Northern Colorado, Denver July 2014 - Present
Denver Public Schools 1997 - Present
First Trust 1991 - 1997
U.S. Bank 1988 - 1990
Skills
Curriculum Design, K-12, Educational Technology, Behavior Management, Secondary Education, Staff Development, Social Studies, Instructional Technology, Early Childhood..., Autism Spectrum..., Instructional Design, ESL, Smartboard, Reading Intervention, Teaching Reading, Curriculum Mapping, Interventions, Applied Behavior..., Mathematics Education, Child Development, Public Speaking, Nonprofits
Education
University of Denver 2003 — 2007
Doctor of Philosophy (PhD), Educational Leadership and Administration, General
Regis University 1994 — 1999
Master of Arts in Liberal Studies, Special Education
CNL Securities Corp. July 2015 - Present
New York Life Insurance Company May 2015 - June 2015
RevenueShares June 2013 - May 2015
First Trust August 2005 - June 2013
Skills
Series 7, Investments, Series 63, Financial Advisory, Portfolio Management, Series 65, Separately Managed..., Investment Management, Sales, Strategic Financial..., Employee Benefits, Insurance, Asset Allocation, Investment Strategies, Investment Advisory, Asset Management, Uniform Combined State..., Client Services, Financial Planning, Mutual Funds, ETFs, Presentations & Public..., Advisor Business..., Client Service, Relationship Development, Teamwork
Education
St. Norbert College 2001 — 2005
BA, Communications & Philosophy
Kinder Morgan Pipeline January 2015 - Present
BP-Nextsource October 2012 - Present
BP-Nextsource January 2012 - October 2012
BP-Kelly Services August 2011 - December 2011
BP-Robert Half International October 2009 - February 2011
First Trust October 2008 - April 2009
BP June 2003 - June 2008
BP IST June 2001 - September 2003
Air BP August 1999 - June 2001
Costable and Steffens, CPA's May 1998 - August 1999
Skills
SAP BW Netweaver, Microsoft Office, Business Objects, MySQL, Visio, Financial Reporting, Accounting, Analysis, Tax, Reconciling, Forecasting, Budgeting, Excel, Research, Financial Analysis, Balance, Variances, Expenses, Financial Modeling, Accruals, Ad Hoc Reporting, Journal Entries, Variance Analysis, Reconciliation, Account Reconciliation, Cash Flow, Microsoft Excel, Internal Controls, Bank Reconciliation, Budgets, Auditing, Accounts Payable, Management, Financial Accounting
Education
Northeastern Illinois University 1978 — 1981
Bachlors, Accounting
William Rainey Haper 1976 — 1977
Associates, Medical Laboratory
First Trust Advisors L.P. March 2014 - Present
Efficient Capital Management March 2012 - March 2014
Efficient Capital Management May 2011 - March 2012
Taylor University September 2009 - May 2011
Taylor University E-Marketplace August 2009 - May 2011
Taylor University September 2009 - December 2010
Tomy May 2010 - August 2010
First Trust June 2007 - August 2010
Skills
Managed Futures, Alternative Investments, Financial Markets, Portfolio Management, Entrepreneurship, Hedge Funds, Marketing Strategy, Technical Support, Hardware Support, Event Planning, Salesforce.com, Client Service, Public Relations, Leadership, ETFs, Mutual Funds
Education
Taylor University 2007 — 2011
Bachelor of Arts (B.A.), Business Management (Major), Entrepreneurship (Minor)
Wheaton North High School 2003 — 2007
First Trust August 2015 - Present
First Trust Advisors May 2015 - Present
First Trust June 2014 - Present
J.P. Morgan September 2008 - December 2013
State Street 2000 - 2005
IKON Document Services 1996 - 2000
Skills
Equities, Securities, Investments, Financial Analysis, Hedge Funds, Strategic Financial..., Financial Services, Alternative Investments, Risk Management, Banking, Bloomberg, China Business..., Fund Accounting, Financial Planning
Education
Boston University - School of Management 2006 — 2007
MBA, 2007
Quinnipiac University School of Law 1993 — 1996
JD, Law
Stonehill College 1987 — 1991
BA, History & Criminal Justice
First Trust January 2014 - Present
J.P. Morgan Asset Management September 2012 - January 2014
Guggenheim Funds Distributors, Inc March 2011 - September 2012
JPMorgan Chase October 2007 - March 2011
Skills
ETFs, Alternative Investments, Equities, Fixed Income, Hedge Funds, Investments, Mutual Funds, Securities, Series 7
Education
University of Illinois at Urbana-Champaign 2003 — 2007
B.A., Business Administration
First Trust May 1994 - Present
First Trust January 1998 - December 2010
Skills
ETFs, Alternative Investments, Separately Managed..., Portfolio Management, Mutual Funds, Series 63, Investments, Sales Management, Series 7, Asset Management, Wealth Management, Asset Allocation, Equities
Education
DePaul University 1988 — 1992
Bachelor of Commerce (BCom), Finance, General
Ramsey County Human Services October 2010 - Present
Ramsey County September 1998 - October 2010
First Trust April 1983 - June 1989
Skills
Program Evaluation, Social Services, Community Outreach, Access, Non-profits, Program Development, Outlook, Microsoft Excel, Public Speaking, Research, PowerPoint, Microsoft Word, Budgets, Mental Health, Microsoft Office, Customer Service, Leadership, Strategic Planning, Accounting, Project Management, Nonprofits
Education
University of St. Thomas 1989 — 1992
Bachelor of Arts (B.A.), Psychology
Saint Paul College-A Community and Technical College 1980 — 1982
Bachelor's degree, Accounting and Business/Management
USDA OCIO Policy and Planning April 2011 - Present
USDA, Office of the Chief Information Officer - Enterprise Applications Services March 2014 - February 2015
USDA April 2011 - March 2014
USDA - SAIC - Accenture - FMI Inc. October 2004 - April 2011
Accenture October 2002 - October 2004
Accenture June 2000 - June 2002
Accenture January 2000 - January 2002
First Trust January 1998 - January 2000
Skills
Business Application..., Business Continuity..., Contract Management, CRM software, Cyber Security,..., DCS..., Audit, Compliance and..., Identity and Access..., IT Strategy &..., Testing/Quality..., Threat and..., Unified Communications..., Technical Research, Project Management..., Government Security..., security audits from..., client relationship..., Change Management, Compliance, digital signature, Project Planning, Project Coordination, Business Strategy, Security, Threat, Collaboration, Business Continuity, IT Strategy, Digital Signatures, CRM, Enterprise Architecture, PMO, Business Process, Visio, Program Management, Solution Architecture, Software Project..., Project Management, IT Operations, Governance, Information Technology, Integration, IT Service Management, Quality Assurance, ITIL, Enterprise Software, Requirements Analysis, Management, IT Management, Information Security
Education
Colorado State University 1994 — 1998
1998, B.L.S., with Minor in Information Technology and Marketing
The Bear Traps Report April 2014 - Present
First Trust February 2014 - April 2014
Manulife Securities January 2011 - January 2014
Manulife Securities Insurance Inc. January 2011 - January 2014
Investors Group Financial Services Inc. 2009 - 2011
Skills
Investment Advisory, Wealth Management, Investments, Insurance, Mutual Funds, Finance
Education
CSC
Fanshawe College
Business, Financial Planning
First Trust April 2013 - Present
Guggenheim Funds Investment Advisors August 2007 - April 2013
Claymore Securities January 2006 - August 2007
Calamos Investments May 2005 - January 2006
Van Kampen Funds February 1997 - May 2005
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
MBA, Finance
Illinois State University 1992 — 1996
B.S., Finance and International Business
First Trust April 2014 - Present
Sequoia System International June 2012 - May 2013
Calamos Investments September 2006 - April 2012
Calamos Investments 2004 - 2006
Van Kampen Investments 2000 - 2002
Education
DePaul University 2000 — 2002
MBA, Finance
Northern Illinois University 1996 — 1999
BS
CNL Securities Corp. 2011 - Present
CNL Securities Corp. 2007 - 2010
First Trust 2005 - 2007
State Street 2003 - 2004
Deutsche Bank 2000 - 2003
Bankers Trust 1999 - 2000
Skills
Alternative Investments, Investments, Sales, Sales Management, Coaching, Motivation, Public Speaking, Negotiation, Private Placements
Education
Taylor University
Bachelor of Business Administration (B.B.A.), Finance, General
First Trust June 2013 - Present
Infinium Capital Management April 2005 - June 2013
United Airlines July 2000 - April 2005
Arthur Andersen July 1998 - March 2000
Skills
SQL, Business Analysis, Microsoft SQL Server, C#, Software Development, Risk Management, Business Intelligence, Data Analysis, SDLC, Java, Project Management, Equities, Databases, Options, Integration, Analytics, Leadership, Trading, Trading Systems, Trading Strategies, Linux, Quantitative Analytics, Quantitative Risk, VBA, Electronic Trading, Derivatives, Technical Analysis, Bloomberg, Fixed Income, Quantitative Finance, Commodity
Education
Augustana College 1994 — 1998
Bachelor of Arts Degree, Business Administration with a concentration in Finance
First Trust 2013 - Present
Morgan Stanley 2010 - 2013
Education
Northern Illinois University
ValuPlus Merchants July 2009 - Present
SunGard April 2007 - July 2009
First Trust January 2003 - April 2007
Grest West Financial February 1999 - January 2001
Skills
Process Improvement, Customer Service, Credit, Change Management, Team Leadership, Banking, Strategic Planning, Operations Management, Management, Finance
Education
Colorado State University 1994 — 1998
Bachelor of Science (BS), Business Administration, Management and Operations
Franklin Templeton Investments January 2006 - Present
Franklin Templeton Investments May 2004 - December 2005
First Trust 2002 - 2003
American Skandia 2000 - 2002
American Skandia 1998 - 2000
Skills
Mutual Funds, Series 7, Series 63, Investments, Alternative Investments, Equities, Wealth Management, Fixed Income, Asset Allocation, Securities, Asset Management, Portfolio Management, Financial Services, Hedge Funds, Retirement Planning
Education
University of Massachusetts Boston 1996 — 1997
Bachelor of Arts (B.A.), Economics
John Carroll University 1989 — 1993
First Trust May 2013 - July 2013
Bull Run Equestrian Center May 2011 - August 2011
Outfitters Edge Inc February 2009 - June 2009
Skills
Sales, Investments, Promotions, Outdoor Industry, Hunting, Fishing, Small Business, Public Speaking, Digital Photography, Microsoft Word
Education
Butler University 2010 — 2014
Marketing
Wheaton Academy 2006 — 2010
SteelHedge Investments 2007 - Present
First Trust 1999 - 2002
Skills
Administrative..., Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, Access, Event Planning, Customer Service
Education
National Holistic Institute
Massage Therapist, Certified MT
Arizona State University
Bachelor of Fine Arts (BFA)
First Trust January 2006 - Present
Skills
ASP.NET, VB.NET, Business Development, Business Intelligence, Software Development, HTML, SharePoint, CRM, Microsoft SQL Server, Silverlight, Bing Maps, .NET, SQL, C#
Education
College of DuPage
Computer Science
Koszalin University of Technology, Poland
Master of Science (M.S.), Engineering
First Trust September 2009 - Present
Morgan Stanley Investment Management September 2007 - September 2009
Skills
Finance, Tax
Education
DePaul University 2006 — 2008
Master's degree, Taxation
Southern Illinois University, Edwardsville 1998 — 2002
Bachelor of Science (B.S.), Accounting
First Trust September 2009 - Present
Tax Resourses Inc. January 2007 - April 2009
Education
California State University-Sacramento 2005 — 2007
Bachelor's degree, Accounting
American River College 1999 — 2003
Associate of Arts (A.A.), Business Administration and Management, General