First Trust

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First Trust Employees

Employee
Years
Job
Industry
Jake Rigert, CFA Jake Rigert, CFA Denver, Colorado Details
Jake Rigert, CFA's First Trust Experience September 2015 - Present
Job Vice President Structured Products at First Trust Portfolios
Industry Financial Services
Experience
First Trust   September 2015 - Present
Guggenheim Investments  November 2013 - August 2015
Guggenheim Investments  November 2009 - November 2013
Trading RM LLC   May 2009 - November 2009
Raymond James Financial Inc.  May 2008 - August 2008
Claymore Securities  May 2007 - August 2007

Skills
Series 66, Series 7, ETFs, Mutual Funds, Chartered Financial..., Options, Closed-end Funds, Unit Investment Trusts, Risk Management, Strategic Partnerships, Portfolio Management, Wealth Management, Bonds, Equity Research, Finance, Proprietary Trading, Asset Allocation, Sales, Financial Advisory, Uniform Combined State..., Retirement Planning, Strategic Financial..., Asset Management, Investment Management

Education
University of Iowa - Henry B. Tippie College of Business   2005 — 2009
BBA, Finance

CFA Institute (2013)

Brittany Viola Brittany Viola Chicago, Illinois Details
Brittany Viola's First Trust Experience 2010 - 2012
Job Associate Attorney at Chapman and Cutler LLP
Industry Law Practice
Experience
Chapman and Cutler LLP  September 2012 - Present
First Trust   2010 - 2012

Education
University of Illinois at Urbana-Champaign   2009 — 2012
Doctor of Law (JD)

University of Illinois at Urbana-Champaign   2004 — 2009
Bachelor of Music, Music History, Music Education, Harp Performance

Jim Vetromila Jim Vetromila Greater Denver Area Details
Jim Vetromila's First Trust Experience 2002 - 2004
Job Business Analyst at Pulte Mortgage
Industry Information Technology and Services
Experience
Pulte Mortgage  October 2012 - Present
TEKsystems  August 2012 - September 2012
Aurora Bank FSB  June 2010 - July 2012
TEKsystems  January 2010 - June 2010
Amdocs  March 2008 - December 2009
Fiserv Investment Support Services  April 2007 - February 2008
Fiserv Investment Support Services  2004 - 2006
First Trust   2002 - 2004

Skills
Excel, Visio, User Acceptance Testing, Waterfall, Customer Relations, Word, Access, PowerPoint, Outlook, SQL Server, Data Analysis, Team Building, Business Acumen, Wire Framing, Business Analysis, Agile, Requirements Analysis, Documentation, SharePoint, Agile Methodologies, Software Documentation, Integration, SDLC, Requirements Gathering, Microsoft SQL Server, Databases, Financial Services, MS Project, Analysis, Business Requirements, Software Development, Quality Assurance, Project Management, Scrum, Testing, Vendor Management, Process Improvement

Education
University of Northern Colorado   1985 — 1990
Bachelor of Arts (B.A.), Economics

Dylan Tito Dylan Tito Chicago, Illinois Details
Dylan Tito's First Trust Experience August 2015 - Present
Job Attended University of MissouriColumbia
Industry Financial Services
Experience
First Trust   August 2015 - Present
Ascendant Capital, LLC.   September 2014 - Present
Charles Schwab  March 2014 - September 2014
CME Group  May 2010 - December 2013

Skills
Microsoft Excel, Bloomberg, Bloomberg Terminal, Bloomberg Software, Trading, Adobe Acrobat, PowerPoint, Courts, Data Analysis

Education
University of Missouri-Columbia   2009 — 2013
Bachelor's Degree, Finance and Banking Minors in Economics and Real Estate

Kevin Kowalczyk Kevin Kowalczyk Greater Los Angeles Area Details
Kevin Kowalczyk's First Trust Experience January 2012 - March 2014
Job Regional Vice President, ETF Wholesaler, Southern California and Arizona
Industry Investment Management
Experience
ProShares  May 2014 - Present
First Trust   January 2012 - March 2014
First Trust Portfolios  January 2010 - December 2011
David A. Noyes & Co.   September 1994 - January 2010

Skills
Separately Managed..., Series 7, ETFs, Financial Services, Investment Management, Communication, Relationship Management, Customer Service, Presentations, Public Speaking, Sales

Education
University of Illinois at Urbana-Champaign
B.S., Finance

University of New South Wales
International Finance

James Molinari James Molinari Chicago, Illinois Details
James Molinari's First Trust Experience September 2014 - Present
Job VP of Sales, Northern New England at First Trust Portfolios
Industry Financial Services
Experience
First Trust   September 2014 - Present
First Trust   September 2013 - September 2014
Invesco Ltd.  January 2012 - September 2013
Wells Fargo Advisors, LLC  January 2011 - September 2011

Skills
Series 7, Investments, Mutual Funds, Wealth Management, Investment Advisory

Education
University of Illinois at Urbana-Champaign   2006 — 2010
Bachelor of the Arts, Spanish, Economics

St. Johns Northwestern Military Academy   2004 — 2006
High School Diploma

Sean Blong Sean Blong Chicago, Illinois Details
Sean Blong's First Trust Experience August 2012 - Present
Job Student at University of Illinois at UrbanaChampaign
Industry Computer Software
Experience
First Trust   August 2012 - Present
Advanced Clothing Solutions   August 2011 - May 2012
The Hershey Company  May 2011 - January 2012

Skills
Business Objects, SQL, Java, Access, C++, JavaScript, CSS, PHP, Data Analysis, VBA, Windows, Borland Delphi, Delphi, Informix, Python, BASIC, Visual Basic, C, jQuery, Ruby, Artificial Intelligence, Algorithms, Data Structures, Databases

Education
University of Illinois at Urbana-Champaign   2008 — 2012
Bachelor of Science (B.S.), Computer Science

Austin Fess Austin Fess Chicago, Illinois Details
Austin Fess's First Trust Experience June 2008 - August 2008
Job Financial Associate at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase  July 2011 - Present
JPMorgan Chase  June 2010 - August 2010
First Trust   June 2008 - August 2008

Skills
Financial Analysis, Financial Modeling, Visual Basic, Excel, Access, Microsoft Excel, Essbase, Budgets, Financial Reporting, Finance, Matlab, Accounting, PowerPoint, SharePoint, InfoPath

Education
University of Michigan   2007 — 2011
Bachelor's Degree, Finance, Accounting and Physics

William Braasch William Braasch Pittsburgh, Pennsylvania Details
William Braasch's First Trust Experience December 2005 - Present
Job Vice President at First Trust
Industry Investment Management
Experience
First Trust   December 2005 - Present
First Trust   January 2008 - December 2009
First Trust   2005 - 2007

Skills
Public Speaking, Unit Investment Trusts, ETFs, Portfolio Management, Investments, Asset Management, Wealth Management, Financial Analysis, Equities, Bonds, Investment Strategies, Investment Sales, Series 7, Series 66

Education
University of Iowa
Bachelor of Arts (B.A.), Journalism & American Studies

Loyola Academy - College Preparatory

Tim Bayee, CIMA® Tim Bayee, CIMA® Chicago, Illinois Details
Tim Bayee, CIMA®'s First Trust Experience September 2014 - Present
Job Associate | Institutional Investments at First Trust Advisors
Industry Financial Services
Experience
First Trust   September 2014 - Present
First Trust Portfolios L.P.   September 2012 - September 2014
TD Ameritrade  July 2012 - September 2012
Northwestern Mutual  October 2011 - July 2012
Multi-Funds, Inc   March 2009 - 2011
Van Kampen Investments  July 2002 - November 2008
ATEL SECURITIES   January 2001 - January 2002
Van Kampen Investments  January 1998 - January 2001
WHEELS, INC  January 1996 - January 1998

Skills
Separately Managed..., Mutual Funds, Series 63, Series 7, ETFs, Asset Allocation, Alternative Investments, Series 65, Investment Strategies, Series 6, Asset Managment, Investment Advisory, Securities, Finance, Investments, Wealth Management, Retirement Planning, Asset Management, Uniform Combined State...

Education
University of Illinois at Urbana-Champaign - College of Business   1993 — 1995
Bachelor of Arts, Accounting

Wheaton North

Gretchen Woelfel Gretchen Woelfel Greater Chicago Area Details
Gretchen Woelfel's First Trust Experience May 2007 - August 2008
Job Human Resources Representative at First Trust Portfolios L.P.
Industry Financial Services
Experience
First Trust Portfolios L.P.   August 2012 - Present
First Trust Portfolios L.P.   June 2010 - August 2012
The Bank Restaurant   June 2009 - June 2010
First Trust   May 2007 - August 2008
Winfield Park District  May 2006 - August 2006
Winfield Park District  February 2004 - August 2006

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Human Resources, Finance, Event Planning, Budgets, Management, Social Media, Teamwork, Virtual Teams, Marketing, Research, Customer Service, Leadership

Education
University of Iowa   2005 — 2009
B.A., Liberal Arts & Sciences

Wheaton North High School   2001 — 2005

Josh Bickford Josh Bickford Greater Chicago Area Details
Josh Bickford's First Trust Experience August 2007 - January 2009
Job Director of Continuous Improvement, Clyde's Delicious Donuts
Industry Food Production
Experience
Clyde's Delicious Donuts   March 2014 - Present
Clyde's Delicious Donuts   January 2009 - March 2014
First Trust   August 2007 - January 2009
University of Illinois at Urbana-Champaign  August 2005 - May 2007
Motorola  June 2006 - August 2006

Skills
SQL, HTML, Windows, Strategic Planning, SQL Server, Program Management, Software Development, Visual Basic, JavaScript, CSS, C#, IT Strategy, Troubleshooting

Education
University of Illinois at Urbana-Champaign - College of Business   2003 — 2007
BS, Finance, Technology and Management

Kyle Berthel Kyle Berthel Wheaton, Illinois Details
Kyle Berthel's First Trust Experience May 2012 - Present
Job Internal ETF Consultant I San Diego & Orange County I
Industry Financial Services
Experience
First Trust   May 2012 - Present
Capanna Coffee   May 2011 - May 2012
Active Endeavors  August 2009 - July 2010

Skills
Series 7, Series 66, Financial Advisory, Separately Managed..., Financial Services, ETFs, Great Cook, Alternative Investments, Microsoft Office, Dinosaurs, Wildlife Rehabilitation, Investment Strategies, European History, PowerPoint, Financial Analysis

Education
University of Iowa   2007 — 2012
BA, Business Management

Craig Pierce Craig Pierce Greater Los Angeles Area Details
Craig Pierce's First Trust Experience July 2015 - Present
Job Senior Vice President | Institutional Sales
Industry Financial Services
Experience
First Trust   July 2015 - Present
First Trust   January 2005 - Present
Ilios Partners  January 2004 - January 2005
Chicago Board of Trade  January 2001 - January 2004

Education
University of Iowa   1996 — 2000

Maine South High School, Park Ridge IL

Peter Oliphant Peter Oliphant Seattle, Washington Details
Peter Oliphant's First Trust Experience April 2014 - Present
Job Vice President at First Trust
Industry Financial Services
Experience
First Trust   April 2014 - Present
Invesco Ltd.  February 2008 - March 2014
Van Kampen Investments (Morgan Stanley)   February 2008 - June 2010
Van Kampen Investments  May 2004 - January 2008

Skills
Mutual Funds

Education
University of North Carolina at Chapel Hill   1991 — 1995
BA, Industrial Relations

Scott Dawson Scott Dawson Austin, Texas Area Details
Scott Dawson's First Trust Experience June 2006 - Present
Job Vice President | First Trust | ETF, SMA, Mutual Fund External Wholesaler
Industry Financial Services
Experience
First Trust   June 2006 - Present

Skills
Separately Managed..., ETFs, Mutual Funds, Public Speaking, Closed-end Funds, Sales, Presentations, financial Advisors, Customer Service

Education
University of Minnesota-Duluth
Finance

Mary Daugherty Mary Daugherty Greater Minneapolis-St. Paul Area Details
Mary Daugherty's First Trust Experience 1982 - 1987
Job Associate Professor Finance at University of St. Thomas
Industry Higher Education
Experience
University of St. Thomas, Opus College of Business   1987 - Present
Daugherty Consulting   1995 - Present
Mairs and Power Funds Trust   December 2010 - Present
Crescent Electric Supply Company  May 2010 - Present
Minnesota Chapter of National Association of Corporate Directors   2013 - Present
First Trust   1982 - 1987
Federal Reserve Bank  1981 - 1982

Skills
Equities, Valuation, Mutual Funds, Investment Management, Equity Valuation, Wealth Management, Equity Research, Business Valuation, Due Diligence

Education
University of Minnesota-Twin Cities   1987 — 1993
PhD, Educational Finance

University of Minnesota - Carlson School of Management   1980 — 1982
MBA, Finance, General

University of St. Thomas   1978 — 1980
BA, General Business

Bonnie Belskis Bonnie Belskis Greater Chicago Area Details
Bonnie Belskis's First Trust Experience April 2008 - Present
Job Business Development at First Trust Advisors
Industry Financial Services
Experience
First Trust   April 2008 - Present
Calamos Investments  October 2002 - June 2006
Nuveen Investments  1993 - 2000

Skills
Separately Managed..., Series 7, Series 63, Series 65, Mutual Funds, Asset Managment, Investments, Investment Advisory, Series 24, Investment Strategies

Education
University of Illinois at Urbana-Champaign   1982 — 1986
BA, Economics

Jack Conroy Jack Conroy Wheaton, Illinois Details
Jack Conroy's First Trust Experience October 2012 - April 2013
Job Internal Wholesaler at First Trust
Industry Financial Services
Experience
First Trust   October 2012 - April 2013
Northridge Preparatory School  February 2008 - October 2012

Skills
Non-profits, Event Planning, Marketing Communications, Educational Leadership, Public Relations, Public Speaking, Marketing, Social Media, Research, PowerPoint

Education
University of Illinois at Urbana-Champaign   2003 — 2007
BA, Speech Communication, Political Science

Northridge Preparatory School

Roger Testin Roger Testin Greater Chicago Area Details
Roger Testin's First Trust Experience August 2001 - Present
Job Portfolio Manager at First Trust Advisors
Industry Financial Services
Experience
First Trust   August 2001 - Present

Education
University of Illinois at Urbana-Champaign - College of Business   1984 — 1988
Accounting

Carolyn Dungan Carolyn Dungan Greater Minneapolis-St. Paul Area Details
Carolyn Dungan's First Trust Experience September 1987 - April 1993
Job Lead Business Analyst at Towers Watson
Industry Financial Services
Experience
Towers Watson  April 1993 - July 2012
Towers Watson  April 1993 - July 2012
Simply Jane Open Artist Studio   May 2009 - May 2012
First Trust   September 1987 - April 1993

Skills
Databases:MS Access,..., GUI/Tools:MS Access,..., Industry Standards:..., Platforms:Windows..., Defect Tracking:Issues..., Testing Tools:...

Education
University of Minnesota - Carlson School of Management   1978 — 1986
B.S., Accounting

Annalise Durante Annalise Durante Chicago, Illinois Details
Annalise Durante's First Trust Experience June 2012 - August 2012
Job Analyst at Citi
Industry Financial Services
Experience
Citi  June 2014 - Present
andrewbusch.com   June 2013 - August 2013
Park Street Advisors  September 2012 - December 2012
First Trust   June 2012 - August 2012
UBS  February 2012 - May 2012

Skills
Investments, Equities, Finance, Portfolio Management, Mutual Funds, CRM, Microsoft Excel, Financial Analysis, Financial Modeling

Education
University of Miami - School of Business   2010 — 2014
BSBA, Finance

James Rowlette James Rowlette Iowa City, Iowa Details
James Rowlette's First Trust Experience September 2003 - Present
Job Vice President/ External Wholesaler at First Trust (IA, NE, KS, Kansas City)
Industry Investment Management
Experience
First Trust   September 2003 - Present

Education
University of Iowa   1998 — 2003
Bachelor of Arts (B.A.), Spanish

University of Iowa - Henry B. Tippie College of Business   1998 — 2003
Bachelor's Degree, Marketing

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