First Trust

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First Trust Employees

Employee
Years
Job
Industry
Jordan Ramsland Jordan Ramsland Greater Chicago Area Details
Jordan Ramsland's First Trust Experience September 2013 - Present
Job Sales Operations Associate
Industry Information Technology and Services
Experience
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

Laura Spiegel Laura Spiegel Western Springs, Illinois Details
Laura Spiegel's First Trust Experience December 2013 - December 2013
Job Student at DePaul University
Industry Hospitality
Experience
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

Christopher Benitez Christopher Benitez Greater Philadelphia Area Details
Christopher Benitez's First Trust Experience September 2014 - January 2015
Job Property Management
Industry Marketing and Advertising
Experience
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

Jonathon DiGiovanni, CAIA Jonathon DiGiovanni, CAIA San Francisco Bay Area Details
Jonathon DiGiovanni, CAIA's First Trust Experience December 2014 - Present
Job Vice President at First Trust Portfolios
Industry Financial Services
Experience
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

Kristina Kurr Kristina Kurr Greater Chicago Area Details
Kristina Kurr's First Trust Experience December 2014 - Present
Job Tax Accountant at First Trust
Industry Accounting
Experience
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

Aliany Lynch Aliany Lynch Chicago, Illinois Details
Aliany Lynch's First Trust Experience July 2011 - Present
Job Internal Wholesaler at First Trust
Industry Investment Management
Experience
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

Aaron Feldman Aaron Feldman Greater Chicago Area Details
Aaron Feldman's First Trust Experience November 2014 - Present
Job Vice President at First Trust
Industry Financial Services
Experience
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

Robin Tardy Robin Tardy Greater Chicago Area Details
Robin Tardy's First Trust Experience 1999 - 2003
Job Regional Vice President, Northern IL/ WI
Industry Financial Services
Experience
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

Michael Basil Michael Basil Bloomington, Indiana Details
Michael Basil's First Trust Experience BarbackKilroy's on KirkwoodAugust 2013 - October 2013
Job Internal Wholesaler at First Trust
Industry Financial Services
Experience
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

Derek Stertz Derek Stertz Greater Denver Area Details
Derek Stertz's First Trust Experience October 1999 - April 2002
Job GIS Supervisor at City of Centennial, AICPGISP
Industry Government Administration
Experience
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

Leslie Ryan Leslie Ryan United States Details
Leslie Ryan's First Trust Experience November 2005 - October 2007
Job Trust Officer at Northern Trust
Industry Financial Services
Experience
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

Dan Simnick Dan Simnick Greater Chicago Area Details
Dan Simnick's First Trust Experience December 2006 - January 2007
Job Part Sales Manager Midwest Region at Navistar Inc
Industry Transportation/Trucking/Railroad
Experience
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

Carolynn Starr Carolynn Starr Austin, Texas Area Details
Carolynn Starr's First Trust Experience August 2008 - Present
Job Internal Wholesaler at First Trust
Industry Investment Management
Experience
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

Jared Wollen Jared Wollen Greater Chicago Area Details
Jared Wollen's First Trust Experience May 2013 - Present
Job Research Analyst at First Trust
Industry Financial Services
Experience
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

J.R. (Jennifer) Hock J.R. (Jennifer) Hock Greater Chicago Area Details
J.R. (Jennifer) Hock's First Trust Experience October 1998 - January 2002
Job Commercial Banking Officer at Grundy Bank
Industry Banking
Experience
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

Carie Zoellner Carie Zoellner Greater Denver Area Details
Carie Zoellner's First Trust Experience 1998 - 2000
Job IT and Operations Executive Seeking New Opportunity
Industry Information Technology and Services
Experience
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

Brendan Dunlap Brendan Dunlap United States Details
Brendan Dunlap's First Trust Experience May 2014 - August 2014
Job Summer Intern Investment Grade Fixed Income Funds Operations
Industry
Experience
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

Jenny Donohue Jenny Donohue Greater Chicago Area Details
Jenny Donohue's First Trust Experience February 2015 - Present
Job Operations Associate | First Trust
Industry Financial Services
Experience
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

Tim Daniel Tim Daniel Greater Chicago Area Details
Tim Daniel's First Trust Experience July 2015 - Present
Job Outside Wholesaler at First Trust Portfolios Serving Financial Advisors in North Texas, Oklahoma, and Arkansas
Industry Financial Services
Experience
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

Kate Mittenthal Kate Mittenthal Wheaton, Illinois Details
Kate Mittenthal's First Trust Experience April 2003 - Present
Job Web Coach at First Trust
Industry Investment Management
Experience
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

Orlando Becerra Orlando Becerra Greater Chicago Area Details
Orlando Becerra's First Trust Experience May 2013 - Present
Job Fixed Income Research Associate at First Trust
Industry Investment Management
Experience
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

Robin Burge Robin Burge Austin, Texas Details
Robin Burge's First Trust Experience July 2012 - Present
Job Internal Wholesaler ETFs, SMAs & Mutual Funds Northern California
Industry Investment Management
Experience
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

Jordan Long Jordan Long Greater Chicago Area Details
Jordan Long's First Trust Experience May 2013 - Present
Job Inside Sales at First Trust
Industry Financial Services
Experience
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

Ethan Richter Ethan Richter Greater Chicago Area Details
Ethan Richter's First Trust Experience February 2014 - Present
Job Internal Sales Consultant | ETFs,SMAs & Mutual Funds | First Trust | Central & Western TX
Industry Investment Management
Experience
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

Joseph Gerardi Joseph Gerardi Arlington Heights, Illinois Details
Joseph Gerardi's First Trust Experience May 2015 - July 2015
Job Aspiring Accounting Major at Indiana University
Industry
Experience
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

Michael Darr Michael Darr Greater Atlanta Area Details
Michael Darr's First Trust Experience February 2006 - Present
Job Vice President at First Trust
Industry Investment Management
Experience
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

Michael Fink Michael Fink Greater Nashville Area Details
Michael Fink's First Trust Experience August 2013 - Present
Job Vice President at First Trust
Industry Financial Services
Experience
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

Bennett Scharf Bennett Scharf Denver, Colorado Details
Bennett Scharf's First Trust Experience 1993 - 1995
Job Sr. SQL Server DBA | Data Warehousing | Production | DevOps | Development Support
Industry Computer Software
Experience
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

Genevieve Fuhrman Genevieve Fuhrman Greater Chicago Area Details
Genevieve Fuhrman's First Trust Experience January 2015 - Present
Job Internal Wholesaler at First Trust
Industry Investment Management
Experience
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

Anita Ware Anita Ware Wheaton, Illinois Details
Anita Ware's First Trust Experience September 1994 - Present
Job Asst VP of Cashiering at First Trust
Industry Investment Management
Experience
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

James Matthew Brecher James Matthew Brecher Austin, Texas Details
James Matthew Brecher's First Trust Experience April 2015 - Present
Job Internal Wholesaler at First Trust
Industry Financial Services
Experience
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

William McCarty William McCarty Greater Chicago Area Details
William McCarty's First Trust Experience January 2012 - Present
Job ETF & SMA Specialist | First Trust | Greater Los Angeles
Industry Financial Services
Experience
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

Leonard Fox Leonard Fox Austin, Texas Details
Leonard Fox's First Trust Experience May 2015 - Present
Job Inside Wholesaler at First Trust
Industry Financial Services
Experience
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

Kristen Hussey Kristen Hussey Greater Chicago Area Details
Kristen Hussey's First Trust Experience August 2015 - Present
Job First Trust | Structured Products Associate
Industry Investment Management
Experience
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

Nathan Miller, CFA Nathan Miller, CFA Wheaton, Illinois Details
Nathan Miller, CFA's First Trust Experience April 2013 - Present
Job Credit Analyst Leveraged Finance First Trust Advisors
Industry Financial Services
Experience
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

Ben Buisson Ben Buisson Greater Memphis Area Details
Ben Buisson's First Trust Experience August 2015 - Present
Job First Trust Portfolios
Industry Investment Management
Experience
First Trust   August 2015 - Present
FTB Advisors  October 2005 - July 2015

Education
Louisiana State University   1997 — 2001

Brother Martin   1993 — 1997

Lisa Bayer, CFA, CFP, CDFA Lisa Bayer, CFA, CFP, CDFA Greater Chicago Area Details
Lisa Bayer, CFA, CFP, CDFA's First Trust Experience 1993 - 1995
Job Specialist in Financial Planning, Investment Management and Divorce Planning and Mediation
Industry Financial Services
Experience
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

Jessica Jasko Jessica Jasko Greater Chicago Area Details
Jessica Jasko's First Trust Experience April 2015 - Present
Job Senior Fund Compliance Associate at First Trust
Industry Financial Services
Experience
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

Joshua Buffum Joshua Buffum Byron Center, Michigan Details
Joshua Buffum's First Trust Experience May 2013 - June 2013
Job Car Dealer at Wholesale LLC
Industry Financial Services
Experience
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

Bart Murphy Bart Murphy Greater Chicago Area Details
Bart Murphy's First Trust Experience November 2012 - Present
Job Analyst at First Trust
Industry Financial Services
Experience
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

Greg Passon Greg Passon Greater Chicago Area Details
Greg Passon's First Trust Experience January 2012 - Present
Job Developer at First Trust
Industry Financial Services
Experience
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

Christopher Sajdak Christopher Sajdak Greater Chicago Area Details
Christopher Sajdak's First Trust Experience February 2014 - Present
Job Vice President ETF & SMA Specialist at First Trust
Industry Financial Services
Experience
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

Kyle Donley Kyle Donley Saint Louis, Missouri Details
Kyle Donley's First Trust Experience July 2015 - Present
Job Customer Service at First Trust Portfolios
Industry Financial Services
Experience
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

Chip Mironas Chip Mironas Wheaton, Illinois Details
Chip Mironas's First Trust Experience May 2014 - Present
Job ETF/SMA Inside Specialist | Minnesota & North/South Dakota | First Trust Advisors, L.P.
Industry Financial Services
Experience
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

John Vasko John Vasko Wheaton, Illinois Details
John Vasko's First Trust Experience 2007 - Present
Job Assistant General Counsel at First Trust
Industry Investment Management
Experience
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

David Wilding David Wilding Greater Chicago Area Details
David Wilding's First Trust Experience August 1994 - December 1995
Job General Counsel / Chief Compliance Officer at Performance Trust Capital Partners
Industry Financial Services
Experience
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

Colleen Devine Colleen Devine Greater Denver Area Details
Colleen Devine's First Trust Experience 1989 - June 1998
Job Director at Citisoft, Inc.
Industry Investment Management
Experience
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

Cory Bringle Cory Bringle Coralville, Iowa Details
Cory Bringle's First Trust Experience January 2008 - Present
Job Vice President at First Trust
Industry Investment Management
Experience
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

Brian Giere Brian Giere Greater Chicago Area Details
Brian Giere's First Trust Experience May 2002 - July 2003
Job Wealth Management at Promus Capital, LLC
Industry Financial Services
Experience
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

Brendan Mahoney, CFA Brendan Mahoney, CFA Greater Boston Area Details
Brendan Mahoney, CFA's First Trust Experience October 2014 - Present
Job ETF Institutional Business Development at First Trust
Industry Financial Services
Experience
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

Teresa Alonzi PFP, CDFA Teresa Alonzi PFP, CDFA Toronto, Canada Area Details
Teresa Alonzi PFP, CDFA's First Trust Experience 2008 - 2010
Job
Industry Investment Management
Experience
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

Christopher Struck Christopher Struck Greater Chicago Area Details
Christopher Struck's First Trust Experience June 2014 - Present
Job Wholesaler at First Trust Portfolios
Industry Financial Services
Experience
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

David Partain David Partain Greater Chicago Area Details
David Partain's First Trust Experience July 1996 - March 2000
Job FlexShares Director of Marketing at Northern Trust Asset Management
Industry Financial Services
Experience
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

Jackie Wilke Jackie Wilke Greater Chicago Area Details
Jackie Wilke's First Trust Experience September 2015 - Present
Job Social Media and Digital Marketing, Associate at First Trust
Industry Investment Management
Experience
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

Anthony Borsellino Anthony Borsellino Greater Los Angeles Area Details
Anthony Borsellino's First Trust Experience January 2015 - Present
Job Vice President, First Trust Portfolios
Industry Financial Services
Experience
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

Benjamin Euler Benjamin Euler Temecula, California Details
Benjamin Euler's First Trust Experience June 2011 - July 2011
Job WAnet Director
Industry Education Management
Experience
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

Elle Worrell Elle Worrell Carol Stream, Illinois Details
Elle Worrell's First Trust Experience May 2015 - Present
Job Product Development Intern at First Trust
Industry Music
Experience
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

Shara Voulgaris Shara Voulgaris Greater Chicago Area Details
Shara Voulgaris's First Trust Experience November 2014 - July 2015
Job Men's Fashion Consultant at Trumaker
Industry Apparel & Fashion
Experience
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

Jenny Mitera Jenny Mitera Greater Chicago Area Details
Jenny Mitera's First Trust Experience January 2015 - Present
Job FTA Admin at First Trust Portfolios L.P.
Industry Financial Services
Experience
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

Dan McKenna Dan McKenna Greater Chicago Area Details
Dan McKenna's First Trust Experience June 2015 - Present
Job Assistant Portfolio Manager of ETFs at First Trust
Industry Financial Services
Experience
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

Vincent Tassone Vincent Tassone Greater Chicago Area Details
Vincent Tassone's First Trust Experience July 2015 - Present
Job Vincent Tassone
Industry Financial Services
Experience
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

Courtney D. Cady Courtney D. Cady Wheaton, Illinois Details
Courtney D. Cady's First Trust Experience May 2014 - Present
Job First Trust Portfolios
Industry Financial Services
Experience
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

Emily Flaherty Emily Flaherty Chicago, Illinois Details
Emily Flaherty's First Trust Experience December 2009 - December 2010
Job Litigation Paralegal at Law Office of Robert B. Patterson
Industry Law Practice
Experience
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

Jared Marcus Jared Marcus Greater Chicago Area Details
Jared Marcus's First Trust Experience October 2014 - Present
Job Vice President ETF & SMA Specialist at First Trust
Industry Investment Management
Experience
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

Codie A. Sanchez Baker Codie A. Sanchez Baker Dallas, Texas Details
Codie A. Sanchez Baker's First Trust Experience March 2014 - Present
Job Head of Latin America & US Offshore Sales at First Trust
Industry Investment Management
Experience
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

Russ Graham Russ Graham Greater Chicago Area Details
Russ Graham's First Trust Experience August 1991 - Present
Job CEO BondWave LLC
Industry Financial Services
Experience
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

Jeremy Schletz Jeremy Schletz Greater Chicago Area Details
Jeremy Schletz's First Trust Experience May 2012 - September 2012
Job
Industry Investment Management
Experience
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

Bryce Gill Bryce Gill Wheaton, Illinois Details
Bryce Gill's First Trust Experience March 2014 - Present
Job Economic Analyst
Industry Financial Services
Experience
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

Andrew C. Remijas Andrew C. Remijas Greater Chicago Area Details
Andrew C. Remijas's First Trust Experience February 2014 - May 2015
Job Compliance Analyst II at BMO Financial Group
Industry Financial Services
Experience
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

Colton Sanchez Colton Sanchez Phoenix, Arizona Area Details
Colton Sanchez's First Trust Experience August 2015 - Present
Job UIT Internal Wholesaler
Industry Financial Services
Experience
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

Brett Boor Brett Boor Greater Chicago Area Details
Brett Boor's First Trust Experience September 2013 - Present
Job Internal Wholesaler at First Trust
Industry Financial Services
Experience
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

Shane Shannon Shane Shannon Washington, District Of Columbia Details
Shane Shannon's First Trust Experience May 2013 - November 2014
Job Associate at K&L Gates
Industry Law Practice
Experience
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

Dean Overman Dean Overman Washington D.C. Metro Area Details
Dean Overman's First Trust Experience 2004 - Present
Job Chair, Advisory Board First Trust Portfolios,L.P.
Industry Financial Services
Experience
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

Brian Nimmo Brian Nimmo Wheaton, Illinois Details
Brian Nimmo's First Trust Experience September 2013 - Present
Job Internal Consultant at First Trust
Industry Financial Services
Experience
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

Patrick Rooney Patrick Rooney United States Details
Patrick Rooney's First Trust Experience April 2015 - Present
Job Portfolio Management at First Trust Advisors
Industry Financial Services
Experience
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

Rene Carne-Drogos, PHR Rene Carne-Drogos, PHR Greater Chicago Area Details
Rene Carne-Drogos, PHR's First Trust Experience May 2012 - Present
Job HR Benefits & Payroll Compliance Auditor at First Trust Portfolios L.P.
Industry Investment Management
Experience
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

Jordan Dunsmore Jordan Dunsmore Wheaton, Illinois Details
Jordan Dunsmore's First Trust Experience July 2012 - Present
Job Vice President at First Trust Advisors
Industry Financial Services
Experience
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

Andrew Agosta, CFP® Andrew Agosta, CFP® Greater Chicago Area Details
Andrew Agosta, CFP®'s First Trust Experience October 2014 - Present
Job ETF & SMA Specialist at First Trust
Industry Financial Services
Experience
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

Ann Koblenzer Ann Koblenzer Greater Chicago Area Details
Ann Koblenzer's First Trust Experience February 2015 - Present
Job National Accounts ETF Business Development at First Trust
Industry Financial Services
Experience
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

Miki Spasojevic Miki Spasojevic Wheaton, Illinois Details
Miki Spasojevic's First Trust Experience April 2006 - Present
Job Inside Wholesaler at First Trust
Industry Investment Management
Experience
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

David Penner David Penner Wheaton, Illinois Details
David Penner's First Trust Experience May 2014 - August 2014
Job Intern at First Trust Portfolios
Industry Financial Services
Experience
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

Jason Schoepke Jason Schoepke Greater Chicago Area Details
Jason Schoepke's First Trust Experience September 1999 - March 2003
Job Experienced Financial Brand & Marketing Manager Available
Industry Financial Services
Experience
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

Brendan Stewart, CFA, CPA Brendan Stewart, CFA, CPA Chicago, Illinois Details
Brendan Stewart, CFA, CPA's First Trust Experience March 2014 - Present
Job Municipal Bond Analyst at First Trust
Industry Financial Services
Experience
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

Alex Brozyna Alex Brozyna Greater Philadelphia Area Details
Alex Brozyna's First Trust Experience January 2012 - Present
Job Senior Vice President Institutional Business Development & Product Specialist
Industry Financial Services
Experience
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

Jennifer Olson de Saldana Jennifer Olson de Saldana Greater Denver Area Details
Jennifer Olson de Saldana's First Trust Experience September 1998 - January 2001
Job Manager, TDATC Systems Mgt.
Industry Information Technology and Services
Experience
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

Jonathan Quach Jonathan Quach Greater Chicago Area Details
Jonathan Quach's First Trust Experience July 1998 - September 1999
Job Information Technology
Industry Financial Services
Experience
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

Eric Stoiber Eric Stoiber Greater Chicago Area Details
Eric Stoiber's First Trust Experience July 2005 - Present
Job Senior Vice President | Institutional Investments at First Trust Advisors
Industry Investment Management
Experience
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

Lisa Den Besten Lisa Den Besten Greater Chicago Area Details
Lisa Den Besten's First Trust Experience June 2012 - Present
Job Senior Project Manager at First Trust
Industry Information Technology and Services
Experience
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

Gregory Olsen Gregory Olsen Greater Chicago Area Details
Gregory Olsen's First Trust Experience June 2010 - Present
Job Leveraged Finance at First Trust Advisors
Industry Capital Markets
Experience
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

Nora Erickson Nora Erickson Greater Chicago Area Details
Nora Erickson's First Trust Experience October 1993 - April 2004
Job Administrative professional with over 20 years of Administration and Operational experience
Industry Financial Services
Experience
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

Amy Morrison Amy Morrison Wheaton, Illinois Details
Amy Morrison's First Trust Experience January 2011 - November 2011
Job Real Estate Services Administrator at CBRE
Industry Commercial Real Estate
Experience
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

April Reppy April Reppy Chicago, Illinois Details
April Reppy's First Trust Experience January 2015 - Present
Job Latin America and U.S. Offshore Distribution Team at First Trust
Industry Investment Management
Experience
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

Catherine De Natale, CFP®, CIMA® Catherine De Natale, CFP®, CIMA® San Francisco, California Details
Catherine De Natale, CFP®, CIMA®'s First Trust Experience September 2015 - Present
Job Senior Vice President at First Trust
Industry Financial Services
Experience
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

Jeremiah Charles Jeremiah Charles Greater Chicago Area Details
Jeremiah Charles's First Trust Experience August 2013 - Present
Job Portfolio Manager at First Trust
Industry Capital Markets
Experience
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

Ronda Saeli-Chiappe Ronda Saeli-Chiappe Greater Chicago Area Details
Ronda Saeli-Chiappe's First Trust Experience August 1995 - Present
Job Vice President UIT Administration at First Trust Portfolios, L.P.
Industry Financial Services
Experience
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.

Mary Waghorne Mary Waghorne Greater New York City Area Details
Mary Waghorne's First Trust Experience 1988 - 1995
Job Corporate and Securities Counsel
Industry Legal Services
Experience
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

Marji Kennedy Marji Kennedy Portland, Oregon Area Details
Marji Kennedy's First Trust Experience July 2010 - Present
Job Public Relations and Communications Professional
Industry Public Relations and Communications
Experience
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

Erik Jackson Erik Jackson Greater Chicago Area Details
Erik Jackson's First Trust Experience July 2013 - Present
Job Deputy Chief Compliance Officer at First Trust
Industry Financial Services
Experience
First Trust   July 2013 - Present
Oberweis Asset Management, Inc.   June 2007 - June 2013

Education
Iowa State University   1994 — 1997
BS, Ag Business

Evan Lundquist Evan Lundquist Greater Minneapolis-St. Paul Area Details
Evan Lundquist's First Trust Experience 1993 - 2000
Job Inst Sales at UBS
Industry Investment Banking
Experience
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

Kelly Dehler Kelly Dehler Greater Chicago Area Details
Kelly Dehler's First Trust Experience April 2013 - Present
Job Assistant General Counsel at First Trust
Industry Financial Services
Experience
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

Joshua Borgwardt Joshua Borgwardt Denver, Colorado Details
Joshua Borgwardt's First Trust Experience August 2000 - December 2002
Job First Officer
Industry Airlines/Aviation
Experience
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

Shari Sikes Shari Sikes Greater Chicago Area Details
Shari Sikes's First Trust Experience June 2014 - Present
Job Senior Municipal Credit Analyst at First Trust
Industry Investment Management
Experience
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

Adrienne N. Bryant, PhD Adrienne N. Bryant, PhD Greater Denver Area Details
Adrienne N. Bryant, PhD's First Trust Experience 1991 - 1997
Job Adjunct Professor at Center for Urban Education at University of Northern Colorado
Industry Primary/Secondary Education
Experience
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

Grant Markgraf Grant Markgraf Greater Chicago Area Details
Grant Markgraf's First Trust Experience August 2005 - June 2013
Job Vice President National Accounts at CNL Securities Corp.
Industry Financial Services
Experience
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

Christine Reed, CPA Christine Reed, CPA Greater Chicago Area Details
Christine Reed, CPA's First Trust Experience October 2008 - April 2009
Job Regulatory Analyst at Kinder Morgan Pipeline
Industry Accounting
Experience
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

Luke Wynsma Luke Wynsma Greater Chicago Area Details
Luke Wynsma's First Trust Experience June 2007 - August 2010
Job ETF Inside Wholesaler | First Trust Advisors | NYC
Industry Investment Management
Experience
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

John Montefalco John Montefalco Greater Chicago Area Details
John Montefalco's First Trust Experience August 2015 - Present
Job Vice President, First Trust ETF Sales
Industry Financial Services
Experience
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

Samantha Polock Samantha Polock Greater Chicago Area Details
Samantha Polock's First Trust Experience January 2014 - Present
Job Vice President, Structured Products at First Trust
Industry Financial Services
Experience
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

Andrew Subramanian Andrew Subramanian Greater Chicago Area Details
Andrew Subramanian's First Trust Experience May 1994 - Present
Job Senior Vice President, National Accounts /ETFs/401k at First Trust Portfolios
Industry Financial Services
Experience
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

Julianne Zeuli Julianne Zeuli Greater Minneapolis-St. Paul Area Details
Julianne Zeuli's First Trust Experience April 1983 - June 1989
Job Social Worker at Ramsey County Human Services
Industry Government Administration
Experience
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

Todd Kaywood Todd Kaywood Fort Collins, Colorado Area Details
Todd Kaywood's First Trust Experience January 1998 - January 2000
Job IT Workforce Planning / AgLearn Program Manager / IT Security Officer ISSPM at USDA OCIO Policy and Planning
Industry Information Technology and Services
Experience
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

Grant O'Connor Grant O'Connor Toronto, Canada Area Details
Grant O'Connor's First Trust Experience February 2014 - April 2014
Job Managing Director at The Bear Traps Report
Industry Financial Services
Experience
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

Mi Yong Lang Mi Yong Lang Greater Chicago Area Details
Mi Yong Lang's First Trust Experience April 2013 - Present
Job Vice President Fund Accounting at First Trust Portfolios L.P.
Industry Financial Services
Experience
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

Alyssa Dalby Alyssa Dalby Greater Chicago Area Details
Alyssa Dalby's First Trust Experience April 2014 - Present
Job National Accounts at First Trust
Industry Financial Services
Experience
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

Brackston Helms Brackston Helms Orlando, Florida Area Details
Brackston Helms's First Trust Experience 2005 - 2007
Job Senior Vice President at CNL
Industry Financial Services
Experience
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

Chris Bojan Chris Bojan Chicago, Illinois Details
Chris Bojan's First Trust Experience June 2013 - Present
Job Quantitative Analyst/Senior Software Developer
Industry Capital Markets
Experience
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

Cassie Hendry Cassie Hendry Elgin, Illinois Details
Cassie Hendry's First Trust Experience 2013 - Present
Job Senior Accountant at First Trust Portfolios
Industry Financial Services
Experience
First Trust   2013 - Present
Morgan Stanley  2010 - 2013

Education
Northern Illinois University

Eric Boyts Eric Boyts Englewood, Colorado Details
Eric Boyts's First Trust Experience January 2003 - April 2007
Job VP of Operations ValuPlus Merchants
Industry Banking
Experience
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

David McDonough David McDonough Baltimore, Maryland Area Details
David McDonough's First Trust Experience 2002 - 2003
Job Vice President Senior Advisor Consultant Regional Sales Director, Franklin Templeton Investments
Industry Financial Services
Experience
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

Jonathan VanderVeen Jonathan VanderVeen Saint Charles, Illinois Details
Jonathan VanderVeen's First Trust Experience May 2013 - July 2013
Job Student at Butler University
Industry Marketing and Advertising
Experience
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

Lindy Mobley Lindy Mobley Boise, Idaho Details
Lindy Mobley's First Trust Experience 1999 - 2002
Job Administrative Assistant at SteelHedge Investments
Industry Investment Management
Experience
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)

Elizabeth Kowalska Elizabeth Kowalska Greater Chicago Area Details
Elizabeth Kowalska's First Trust Experience January 2006 - Present
Job Software Developer at First Trust
Industry Information Technology and Services
Experience
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

Josh Dreyer Josh Dreyer Greater Chicago Area Details
Josh Dreyer's First Trust Experience September 2009 - Present
Job Vice President Tax at First Trust
Industry Financial Services
Experience
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

Irina Kravchuk Irina Kravchuk Winfield, Illinois Details
Irina Kravchuk's First Trust Experience September 2009 - Present
Job UIT Administrator at First Trust
Industry Investment Management
Experience
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

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