First Trust Portfolios L.P.
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First Trust Portfolios L.P. Employees
Employee
Years
Job
Industry
Greg Schmidt Greg Schmidt's First Trust Portfolios L.P. Experience December 2007 - Present
Job Internal Wholesaler, 401(k) Sales at First Trust Portfolios
Industry Wholesale
Experience
First Trust Portfolios L.P. December 2007 - Present
Acclaim Motivation Group September 1984 - December 2007
Skills
Series 63, Series 7, Investments, Series 65, ETFs, Sales Management, Alternative Investments, Public Speaking, Uniform Combined State..., Separately Managed..., Financial Advisory, Series 6, 401k, Investment Advisory, Asset Allocation
Education
University of Illinois at Urbana-Champaign 1978 — 1982
BSME, Engineering [Mechanical]
First Trust Portfolios L.P. December 2007 - Present
Acclaim Motivation Group September 1984 - December 2007
Skills
Series 63, Series 7, Investments, Series 65, ETFs, Sales Management, Alternative Investments, Public Speaking, Uniform Combined State..., Separately Managed..., Financial Advisory, Series 6, 401k, Investment Advisory, Asset Allocation
Education
University of Illinois at Urbana-Champaign 1978 — 1982
BSME, Engineering [Mechanical]
Matthew B. Farber Matthew B. Farber's First Trust Portfolios L.P. Experience January 2015 - Present
Job Assistant General Counsel at First Trust Portfolios L.P.
Industry Law Practice
Experience
First Trust Portfolios L.P. January 2015 - Present
Sidley Austin LLP 2013 - 2015
Winston & Strawn LLP 2011 - 2013
Loyola University Chicago Law Journal 2010 - 2011
United States Attorney's Office of New Mexico May 2006 - August 2006
Servant's Heart Ventures June 2005 - August 2005
Skills
Corporate Governance, Private Equity, Securities, Mergers & Acquisitions, Corporate Finance, Non-profits, ETFs
Education
Loyola University Chicago School of Law 2008 — 2011
J.D., magna cum laude, Law
Wheaton College 2003 — 2007
B.A., Philosophy, Political Science
University of Oxford 2005 — 2005
Philosophy
Wheaton Warrenville South High School 1999 — 2003
First Trust Portfolios L.P. January 2015 - Present
Sidley Austin LLP 2013 - 2015
Winston & Strawn LLP 2011 - 2013
Loyola University Chicago Law Journal 2010 - 2011
United States Attorney's Office of New Mexico May 2006 - August 2006
Servant's Heart Ventures June 2005 - August 2005
Skills
Corporate Governance, Private Equity, Securities, Mergers & Acquisitions, Corporate Finance, Non-profits, ETFs
Education
Loyola University Chicago School of Law 2008 — 2011
J.D., magna cum laude, Law
Wheaton College 2003 — 2007
B.A., Philosophy, Political Science
University of Oxford 2005 — 2005
Philosophy
Wheaton Warrenville South High School 1999 — 2003
Brett Kirchhofer Brett Kirchhofer's First Trust Portfolios L.P. Experience February 2013 - Present
Job Internal Wholesaler at First Trust
Industry Investment Management
Experience
First Trust Portfolios, L.P. February 2013 - Present
First Trust Portfolios L.P. August 2012 - January 2013
University of Missouri Division of Information Technology January 2012 - May 2012
NexGen Building Supply May 2011 - August 2011
NexGen Building Supply May 2008 - August 2010
Skills
Budgets, Customer Service, Finance, Financial Analysis, Forecasting, Investment Strategies, Investments, Microsoft Excel, Sales, Time Management, Strategic Financial...
Education
University of Missouri-Columbia 2008 — 2012
BS- Business Administration, Finance
Wheaton North High School 2004 — 2008
First Trust Portfolios, L.P. February 2013 - Present
First Trust Portfolios L.P. August 2012 - January 2013
University of Missouri Division of Information Technology January 2012 - May 2012
NexGen Building Supply May 2011 - August 2011
NexGen Building Supply May 2008 - August 2010
Skills
Budgets, Customer Service, Finance, Financial Analysis, Forecasting, Investment Strategies, Investments, Microsoft Excel, Sales, Time Management, Strategic Financial...
Education
University of Missouri-Columbia 2008 — 2012
BS- Business Administration, Finance
Wheaton North High School 2004 — 2008
Caroline Sundberg, CPA Caroline Sundberg, CPA's First Trust Portfolios L.P. Experience May 2010 - August 2010
Job Hedge Accounting Consultant at Chatham Financial
Industry Accounting
Experience
Chatham Financial January 2013 - Present
McGladrey LLP January 2012 - December 2012
University of Denver September 2010 - June 2011
First Trust Portfolios L.P. May 2010 - August 2010
Wheaton College August 2009 - May 2010
Skills
Auditing, Finance, Financial Statements, Financial Analysis, Microsoft Excel, Accounting, Financial Reporting, Financial Modeling, GAAP, CPA, PowerPoint, Access, Internal Controls, US GAAP, Financial Accounting
Education
University of Denver - Daniels College of Business 2010 — 2011
Master, Accountancy
Wheaton College 2007 — 2010
BA, Business/Economics
International Business Institute 2009 — 2009
International Business and Economics
Wheaton North High School 2003 — 2007
Chatham Financial January 2013 - Present
McGladrey LLP January 2012 - December 2012
University of Denver September 2010 - June 2011
First Trust Portfolios L.P. May 2010 - August 2010
Wheaton College August 2009 - May 2010
Skills
Auditing, Finance, Financial Statements, Financial Analysis, Microsoft Excel, Accounting, Financial Reporting, Financial Modeling, GAAP, CPA, PowerPoint, Access, Internal Controls, US GAAP, Financial Accounting
Education
University of Denver - Daniels College of Business 2010 — 2011
Master, Accountancy
Wheaton College 2007 — 2010
BA, Business/Economics
International Business Institute 2009 — 2009
International Business and Economics
Wheaton North High School 2003 — 2007
Brian Tutland Brian Tutland's First Trust Portfolios L.P. Experience January 2011 - August 2014
Job Trader Structured Products and UITs
Industry Financial Services
Experience
Cetera Financial Group August 2015 - Present
First Trust Portfolios L.P. January 2011 - August 2014
RBC Capital Markets January 1995 - January 2011
RBC Dain Rauscher 2003 - 2007
Skills
Fixed Income, Series 63, Series 7, Bonds, Structured Products, ETFs, Equities, Securities, Series 24, Portfolio Management, Bloomberg, Alternative Investments, Trading, Investments, Capital Markets, Mutual Funds, Wealth Management, Asset Management, Asset Allocation, Derivatives, Financial Markets
Education
St. Cloud State University 1989 — 1994
BS, Finance, Economics, Speech Communications
Cetera Financial Group August 2015 - Present
First Trust Portfolios L.P. January 2011 - August 2014
RBC Capital Markets January 1995 - January 2011
RBC Dain Rauscher 2003 - 2007
Skills
Fixed Income, Series 63, Series 7, Bonds, Structured Products, ETFs, Equities, Securities, Series 24, Portfolio Management, Bloomberg, Alternative Investments, Trading, Investments, Capital Markets, Mutual Funds, Wealth Management, Asset Management, Asset Allocation, Derivatives, Financial Markets
Education
St. Cloud State University 1989 — 1994
BS, Finance, Economics, Speech Communications
Maor Sela's First Trust Portfolios L.P. Experience November 2011 - Present
Job Business Unit Developer (Delphi) at First Trust Portfolios L.P.
Industry Computer Software
Experience
First Trust Portfolios L.P. November 2011 - Present
Retalix USA January 2010 - September 2012
Inside-Out Sports August 2002 - January 2010
Skills
Delphi, Databases, SQL, Software Design, Microsoft SQL Server, Software Development, XML, HTML, Agile Methodologies, Scrum, Testing, Informix, OOP
Education
North Carolina State University 2003 — 2005
BS, Computer Science
First Trust Portfolios L.P. November 2011 - Present
Retalix USA January 2010 - September 2012
Inside-Out Sports August 2002 - January 2010
Skills
Delphi, Databases, SQL, Software Design, Microsoft SQL Server, Software Development, XML, HTML, Agile Methodologies, Scrum, Testing, Informix, OOP
Education
North Carolina State University 2003 — 2005
BS, Computer Science
Julia Frazier Julia Frazier's First Trust Portfolios L.P. Experience July 2012 - June 2013
Job Alumni Engagement Coordinator at Sigma Chi Fraternity
Industry Civic & Social Organization
Experience
Sigma Chi Fraternity June 2013 - May 2015
First Trust Portfolios L.P. July 2012 - June 2013
Regal Entertainment Group August 2007 - July 2012
The University of Iowa August 2008 - May 2012
auction merchandise source May 2010 - June 2011
Skills
Spanish-speaking, Spanish, Microsoft Office, Basic Webdesign, Sales, Customer Service, Teamwork, Organized Multi-tasker, Facebook, Twitter, Time Management, Phone Etiquette, Nonprofits, Communication, Social Media, PowerPoint, Public Speaking, Microsoft Word, Social Networking
Education
University of Iowa 2008 — 2012
Bachelor of Arts (B.A.), International/Global Studies and Spanish
University of Alicante 2011 — 2011
BA, International/Global Studies
Crystal Lake Central High School 2004 — 2008
High School Diploma
Sigma Chi Fraternity June 2013 - May 2015
First Trust Portfolios L.P. July 2012 - June 2013
Regal Entertainment Group August 2007 - July 2012
The University of Iowa August 2008 - May 2012
auction merchandise source May 2010 - June 2011
Skills
Spanish-speaking, Spanish, Microsoft Office, Basic Webdesign, Sales, Customer Service, Teamwork, Organized Multi-tasker, Facebook, Twitter, Time Management, Phone Etiquette, Nonprofits, Communication, Social Media, PowerPoint, Public Speaking, Microsoft Word, Social Networking
Education
University of Iowa 2008 — 2012
Bachelor of Arts (B.A.), International/Global Studies and Spanish
University of Alicante 2011 — 2011
BA, International/Global Studies
Crystal Lake Central High School 2004 — 2008
High School Diploma
Tim Bayee, CIMA®'s First Trust Portfolios L.P. Experience September 2012 - September 2014
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
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
Daniel Radosevich, CRPC® Daniel Radosevich, CRPC®'s First Trust Portfolios L.P. Experience November 2014 - Present
Job Vice President at First Trust
Industry Financial Services
Experience
First Trust Portfolios L.P. November 2014 - Present
J.P. Morgan Asset Management January 2012 - October 2014
John Hancock Life Insurance Company (U.S.A.) March 2009 - December 2011
Ameriprise Financial July 2004 - February 2009
Skills
Series 7, Economic Knowledge, Mutual Funds, Retirement Planning, Wholesaler, 401k, Investment Advisory, Fiduciary, Uniform Combined State..., Series 6, Retirement, Strategic Financial..., Financial Services, Pensions, Defined Benefit, ETFs, Asset Allocation, Asset Management, Securities, Structured Investments, Life Insurance, Public Speaking, Defined Contribution, Alternative Investments, Employee Benefits, Business Planning, Variable Annuities, Financial Advisory, ERISA, CRPC, Fixed Income, Sales Process, Capital Markets, Investment Management, IRAs, FINRA, Insurance, Investments, Series 66, 404 Compliance, New Business Development, Retirement Benefits, Key Account Management, Personal Budgeting, Unit Investment Trusts, Retirement Plan..., 529 Plans, Consultative Sales..., Financial Planning, Finance
Education
The Ohio State University 2000 — 2004
Bachelor of Science in Business Administration, Finance
First Trust Portfolios L.P. November 2014 - Present
J.P. Morgan Asset Management January 2012 - October 2014
John Hancock Life Insurance Company (U.S.A.) March 2009 - December 2011
Ameriprise Financial July 2004 - February 2009
Skills
Series 7, Economic Knowledge, Mutual Funds, Retirement Planning, Wholesaler, 401k, Investment Advisory, Fiduciary, Uniform Combined State..., Series 6, Retirement, Strategic Financial..., Financial Services, Pensions, Defined Benefit, ETFs, Asset Allocation, Asset Management, Securities, Structured Investments, Life Insurance, Public Speaking, Defined Contribution, Alternative Investments, Employee Benefits, Business Planning, Variable Annuities, Financial Advisory, ERISA, CRPC, Fixed Income, Sales Process, Capital Markets, Investment Management, IRAs, FINRA, Insurance, Investments, Series 66, 404 Compliance, New Business Development, Retirement Benefits, Key Account Management, Personal Budgeting, Unit Investment Trusts, Retirement Plan..., 529 Plans, Consultative Sales..., Financial Planning, Finance
Education
The Ohio State University 2000 — 2004
Bachelor of Science in Business Administration, Finance
Gretchen Woelfel's First Trust Portfolios L.P. Experience August 2012 - Present
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
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
Patrick Woelfel Jr. Patrick Woelfel Jr.'s First Trust Portfolios L.P. Experience May 2012 - August 2014
Job Assistant Marketing Manger at Fellowes
Industry Marketing and Advertising
Experience
Fellowes September 2015 - Present
Calamos Investments July 2015 - August 2015
First Trust Portfolios L.P. May 2012 - August 2014
Wheaton Christian Grammar School July 2011 - August 2011
Wheaton Academy June 2011 - July 2011
Skills
Marketing, People Skills, Social Media, Teamwork, Positive Energy, Project Management, Strategic Communications, Business, Communication, Building Relationships, Corporate Communications, Social Media Marketing, Marketing Communications, Marketing Strategy, Sales
Education
Taylor University 2011 — 2015
Bachelor of Arts, Marketing Major School of Business, Sophomore
Wheaton Academy 2007 — 2011
Fellowes September 2015 - Present
Calamos Investments July 2015 - August 2015
First Trust Portfolios L.P. May 2012 - August 2014
Wheaton Christian Grammar School July 2011 - August 2011
Wheaton Academy June 2011 - July 2011
Skills
Marketing, People Skills, Social Media, Teamwork, Positive Energy, Project Management, Strategic Communications, Business, Communication, Building Relationships, Corporate Communications, Social Media Marketing, Marketing Communications, Marketing Strategy, Sales
Education
Taylor University 2011 — 2015
Bachelor of Arts, Marketing Major School of Business, Sophomore
Wheaton Academy 2007 — 2011
Ruth Henry-Daclan, PHR Ruth Henry-Daclan, PHR's First Trust Portfolios L.P. Experience August 2002 - Present
Job Assistant Vice President/Benefits Administrator
Industry Investment Management
Experience
First Trust Portfolios L.P. August 2002 - Present
First Trust Portfolios L.P July 2001 - August 2002
Liberty Suburban Chicago Newspapers December 2000 - July 2001
Liberty Suburban Chicago Newspapers June 2000 - December 2000
Naperville Eye Associates January 1991 - January 1994
Skills
Dental, Health Savings Accounts, EAP, 401k, Benefits Administration, ADP, Benefits, Word, Excel, Outlook, FMLA, Employee Relations, Employee Benefits, HR Policies, Event Planning, PHR, ADP Payroll, Payroll
Education
Lewis University 2013 — 2015
Bachelor's degree, Human Resources Management/Personnel Administration, General
Northern Illinois University 2010 — 2010
PHR Certification
Waubonsee Community College
Associate, Arts
Rosary High School 1988 — 1991
HS diploma, general education
First Trust Portfolios L.P. August 2002 - Present
First Trust Portfolios L.P July 2001 - August 2002
Liberty Suburban Chicago Newspapers December 2000 - July 2001
Liberty Suburban Chicago Newspapers June 2000 - December 2000
Naperville Eye Associates January 1991 - January 1994
Skills
Dental, Health Savings Accounts, EAP, 401k, Benefits Administration, ADP, Benefits, Word, Excel, Outlook, FMLA, Employee Relations, Employee Benefits, HR Policies, Event Planning, PHR, ADP Payroll, Payroll
Education
Lewis University 2013 — 2015
Bachelor's degree, Human Resources Management/Personnel Administration, General
Northern Illinois University 2010 — 2010
PHR Certification
Waubonsee Community College
Associate, Arts
Rosary High School 1988 — 1991
HS diploma, general education
Tyler Kamperschroer's First Trust Portfolios L.P. Experience September 2013 - Present
Job ETF Marketing Specialist at First Trust Portfolios L.P.
Industry Financial Services
Experience
First Trust Portfolios L.P. September 2013 - Present
Family Wealth Alliance, LLC September 2012 - September 2013
Comcast Sportsnet Chicago September 2012 - December 2012
Western DuPage Special Recreation Association (WDSRA) June 2002 - October 2012
Wheaton Sport Center May 2006 - December 2010
Skills
Creative Writing, Writing, News Writing, Proofreading, Copywriting, Copy Editing, Photoshop, Film Production, Photography, Journalism, Multi Tasking, Efficiency, Vocabulary, Web Content, Morale
Education
University of Iowa 2008 — 2012
Bachelor of Arts (BA), English Language and Literature, General
University of Iowa 2008 — 2012
Bachelor of Arts (BA), Cinematography and Film/Video Production
WHEATON NORTH HIGH SCHOOL 2004 — 2008
High School Graduate
First Trust Portfolios L.P. September 2013 - Present
Family Wealth Alliance, LLC September 2012 - September 2013
Comcast Sportsnet Chicago September 2012 - December 2012
Western DuPage Special Recreation Association (WDSRA) June 2002 - October 2012
Wheaton Sport Center May 2006 - December 2010
Skills
Creative Writing, Writing, News Writing, Proofreading, Copywriting, Copy Editing, Photoshop, Film Production, Photography, Journalism, Multi Tasking, Efficiency, Vocabulary, Web Content, Morale
Education
University of Iowa 2008 — 2012
Bachelor of Arts (BA), English Language and Literature, General
University of Iowa 2008 — 2012
Bachelor of Arts (BA), Cinematography and Film/Video Production
WHEATON NORTH HIGH SCHOOL 2004 — 2008
High School Graduate
Jay Frey Jay Frey's First Trust Portfolios L.P. Experience September 2012 - Present
Job Vice President of Structured Products | DC | VA | NC | WV
Industry Financial Services
Experience
First Trust Portfolios L.P. September 2012 - Present
Portfolio LLC June 2011 - September 2011
Portfolio Asset Management, LLC June 2011 - September 2011
Skills
Asset Allocation, Quantitative Finance, Qualitative Research, Aggressive Marketing, Risk Management, Investments, Financial Advisory, Portfolio Management, Microsoft Excel, Stock Trading, Financial Analysis, Market Research
Education
DePaul University 2012 — 2019
Bachelor of Science, Finance
Core 2008 — 2012
Bachelor's degree, Finance, General
DePaul University 2008 — 2012
Bachelor of Science, Finance
DePaul University 2008 — 2012
Bachelor of Science, Finance
First Trust Portfolios L.P. September 2012 - Present
Portfolio LLC June 2011 - September 2011
Portfolio Asset Management, LLC June 2011 - September 2011
Skills
Asset Allocation, Quantitative Finance, Qualitative Research, Aggressive Marketing, Risk Management, Investments, Financial Advisory, Portfolio Management, Microsoft Excel, Stock Trading, Financial Analysis, Market Research
Education
DePaul University 2012 — 2019
Bachelor of Science, Finance
Core 2008 — 2012
Bachelor's degree, Finance, General
DePaul University 2008 — 2012
Bachelor of Science, Finance
DePaul University 2008 — 2012
Bachelor of Science, Finance
Daniel Waldron's First Trust Portfolios L.P. Experience June 2015 - Present
Job Wholesale Intern for First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios L.P. June 2015 - Present
Subway May 2015 - June 2015
Woody Buick GMC May 2014 - August 2014
Feed My Starving Children September 2009 - December 2013
Loaves & Fishes Centers December 2012 - December 2012
Skills
Leadership, Team-oriented, Learning Quickly, Determination to Succeed, Sociability
Education
Indiana University Bloomington 2013 — 2017
Public Finance
Waubonsie Valley High School 2009 — 2013
First Trust Portfolios L.P. June 2015 - Present
Subway May 2015 - June 2015
Woody Buick GMC May 2014 - August 2014
Feed My Starving Children September 2009 - December 2013
Loaves & Fishes Centers December 2012 - December 2012
Skills
Leadership, Team-oriented, Learning Quickly, Determination to Succeed, Sociability
Education
Indiana University Bloomington 2013 — 2017
Public Finance
Waubonsie Valley High School 2009 — 2013
Ryan Schultz's First Trust Portfolios L.P. Experience May 2012 - Present
Job National Accounts Portfolio Analyst at First Trust Portfolios L.P.
Industry Investment Management
Experience
First Trust Portfolios L.P. May 2012 - Present
Illinois State University August 2008 - May 2012
P3logic Inc. May 2011 - July 2011
BondWave, LLC - an affiliate of First Trust Portfolios L.P. May 2010 - August 2010
Skills
Financial Analysis, Analytical Abilities, Corporate Finance, Economics, Valuation, Equity Valuation, Statistics, Team Leadership, Problem Solving, Investments, Economic Research, Portfolio Management, Public Speaking, Teamwork, Microsoft Technologies, Organizational..., Series 7, Modern Portfolio Theory, Morningstar Direct, Securities, Mutual Funds, PowerPoint, Fixed Income
Education
Illinois State University 2008 — 2012
Bachelors of Science Degree, Finance, Economics minor, Spanish minor
First Trust Portfolios L.P. May 2012 - Present
Illinois State University August 2008 - May 2012
P3logic Inc. May 2011 - July 2011
BondWave, LLC - an affiliate of First Trust Portfolios L.P. May 2010 - August 2010
Skills
Financial Analysis, Analytical Abilities, Corporate Finance, Economics, Valuation, Equity Valuation, Statistics, Team Leadership, Problem Solving, Investments, Economic Research, Portfolio Management, Public Speaking, Teamwork, Microsoft Technologies, Organizational..., Series 7, Modern Portfolio Theory, Morningstar Direct, Securities, Mutual Funds, PowerPoint, Fixed Income
Education
Illinois State University 2008 — 2012
Bachelors of Science Degree, Finance, Economics minor, Spanish minor
Jordan Dunsmore Jordan Dunsmore's First Trust Portfolios L.P. Experience March 2010 - June 2012
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
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
W. Scott Jardine's First Trust Portfolios L.P. Experience March 1995 - Present
Job General Counsel at First Trust Portfolios L.P.
Industry Financial Services
Experience
First Trust Portfolios L.P. March 1995 - Present
Chapman and Cutler LLP September 1985 - March 1995
Skills
CPA, Golf
Education
University of Illinois College of Law 1982 — 1985
JD, Law
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
BS, Accounting
First Trust Portfolios L.P. March 1995 - Present
Chapman and Cutler LLP September 1985 - March 1995
Skills
CPA, Golf
Education
University of Illinois College of Law 1982 — 1985
JD, Law
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
BS, Accounting
Cory Grebe's First Trust Portfolios L.P. Experience May 2011 - August 2011
Job Treasury Sales Associate at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank July 2015 - Present
Bank of America July 2014 - March 2015
Bank of America July 2013 - July 2014
BROductive Solutions LLC August 2012 - May 2013
Grebe & Associates P.C May 2012 - August 2012
Bringing Environmental Affairs To Students (B.E.A.T.S.), Indiana University June 2011 - May 2012
First Trust Portfolios L.P. May 2011 - August 2011
Skills
Investments, Financial Analysis, Equities, Asset Managment, Financial Modeling, Bloomberg, Strategic Financial..., Mutual Funds, Valuation, Portfolio Management, Investment Strategies, Finance, Asset Allocation, Leadership, Alternative Investments, Financial Planning, Accounting, Hedge Funds
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor's degree, Accounting and Finance
BMO Harris Bank July 2015 - Present
Bank of America July 2014 - March 2015
Bank of America July 2013 - July 2014
BROductive Solutions LLC August 2012 - May 2013
Grebe & Associates P.C May 2012 - August 2012
Bringing Environmental Affairs To Students (B.E.A.T.S.), Indiana University June 2011 - May 2012
First Trust Portfolios L.P. May 2011 - August 2011
Skills
Investments, Financial Analysis, Equities, Asset Managment, Financial Modeling, Bloomberg, Strategic Financial..., Mutual Funds, Valuation, Portfolio Management, Investment Strategies, Finance, Asset Allocation, Leadership, Alternative Investments, Financial Planning, Accounting, Hedge Funds
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor's degree, Accounting and Finance
Sean Collins, CFA's First Trust Portfolios L.P. Experience March 2005 - June 2012
Job
Industry Food Production
Experience
Archer Daniels Midland Company August 2014 - Present
Sonoco January 2014 - May 2014
The Moore School of Business July 2012 - May 2014
Apple June 2013 - August 2013
First Trust Portfolios L.P. March 2005 - June 2012
Northern Trust October 2004 - January 2005
Skills
ETFs, Mutual Funds, Fixed Income, Bonds, Securities, Financial Modeling, Risk Management, Data Analysis, Financial Analysis, Equities, Bloomberg, Series 7, Investments, Finance, Economics, Valuation, Strategic Financial..., Portfolio Management, Asset Allocation, Analysis, Investment Banking, Asset Management, Due Diligence, Management, Financial Markets, Derivatives, Microsoft Excel, Corporate Finance, Equity Research, Financial Advisory, Investment Strategies, Capital Markets, Equity Valuation, Alternative Investments, Analytics, Financial Services
Education
University of South Carolina - The Moore School of Business 2012 — 2014
International Master of Business Administration
Coppead UFRJ 2013 — 2013
Programa de Intercâmbio, International Business
Purdue University - Krannert School of Management 2000 — 2004
Bachelor of Science, General Management
The University of Western Australia 2003 — 2003
Classes, Economics
Archer Daniels Midland Company August 2014 - Present
Sonoco January 2014 - May 2014
The Moore School of Business July 2012 - May 2014
Apple June 2013 - August 2013
First Trust Portfolios L.P. March 2005 - June 2012
Northern Trust October 2004 - January 2005
Skills
ETFs, Mutual Funds, Fixed Income, Bonds, Securities, Financial Modeling, Risk Management, Data Analysis, Financial Analysis, Equities, Bloomberg, Series 7, Investments, Finance, Economics, Valuation, Strategic Financial..., Portfolio Management, Asset Allocation, Analysis, Investment Banking, Asset Management, Due Diligence, Management, Financial Markets, Derivatives, Microsoft Excel, Corporate Finance, Equity Research, Financial Advisory, Investment Strategies, Capital Markets, Equity Valuation, Alternative Investments, Analytics, Financial Services
Education
University of South Carolina - The Moore School of Business 2012 — 2014
International Master of Business Administration
Coppead UFRJ 2013 — 2013
Programa de Intercâmbio, International Business
Purdue University - Krannert School of Management 2000 — 2004
Bachelor of Science, General Management
The University of Western Australia 2003 — 2003
Classes, Economics
Andrew Opdyke's First Trust Portfolios L.P. Experience April 2012 - Present
Job Economic Research Assistant at First Trust Advisors
Industry Financial Services
Experience
First Trust Portfolios L.P. April 2012 - Present
Americaneagle.com June 2010 - May 2012
Americaneagle.com August 2010 - January 2011
Americaneagle.com June 2008 - August 2010
Americaneagle.com March 2008 - June 2008
Hope College Business Dept. October 2006 - January 2007
Starbucks Coffee October 2003 - August 2006
Naperville Presbyterian Church January 2003 - February 2003
Johnson, Westra, Broecker, Whittaker & Newitt, P.C January 2002 - February 2002
Skills
Economics, Economic Research, Analysis, Strategic Planning, Research, Data Analysis, Mobile Applications, Web Project Management, Digital Marketing, User Experience, Web Development, Digital Strategy, Social Media, Team Building, SEO, PowerPoint, Web Analytics, Microsoft Office, Team Leadership, Google Analytics, Website Development, Documentation, Mobile, CMS, Mobile Devices, Software Documentation, Webmaster Services, Content Management, Analytics, Marketing
Education
Northwestern University - Kellogg School of Management 2013 — 2016
Master of Business Administration (M.B.A.), Finance, Strategic Management, International Business
Hope College 2005 — 2007
B.A., Management (Major), Communications (Major), Economics (Minor), Accounting (Minor)
North Central College 2003 — 2005
Wheaton Academy 1999 — 2003
2015 Level I Candidate in the CFA Program
First Trust Portfolios L.P. April 2012 - Present
Americaneagle.com June 2010 - May 2012
Americaneagle.com August 2010 - January 2011
Americaneagle.com June 2008 - August 2010
Americaneagle.com March 2008 - June 2008
Hope College Business Dept. October 2006 - January 2007
Starbucks Coffee October 2003 - August 2006
Naperville Presbyterian Church January 2003 - February 2003
Johnson, Westra, Broecker, Whittaker & Newitt, P.C January 2002 - February 2002
Skills
Economics, Economic Research, Analysis, Strategic Planning, Research, Data Analysis, Mobile Applications, Web Project Management, Digital Marketing, User Experience, Web Development, Digital Strategy, Social Media, Team Building, SEO, PowerPoint, Web Analytics, Microsoft Office, Team Leadership, Google Analytics, Website Development, Documentation, Mobile, CMS, Mobile Devices, Software Documentation, Webmaster Services, Content Management, Analytics, Marketing
Education
Northwestern University - Kellogg School of Management 2013 — 2016
Master of Business Administration (M.B.A.), Finance, Strategic Management, International Business
Hope College 2005 — 2007
B.A., Management (Major), Communications (Major), Economics (Minor), Accounting (Minor)
North Central College 2003 — 2005
Wheaton Academy 1999 — 2003
2015 Level I Candidate in the CFA Program
Jon Erickson's First Trust Portfolios L.P. Experience March 1994 - Present
Job Senior Vice President at First Trust Portfolios LP
Industry Investment Management
Experience
First Trust Portfolios L.P. March 1994 - Present
PwC June 1990 - March 1994
Skills
Asset Allocation, Series 63, Alternative Investments, Fixed Income, Series 7, Program Management, Product Management, Asset Management, ETFs, Equities, Equity Valuation, Investment Strategies, Mutual Funds, Valuation
Education
University of Illinois at Urbana-Champaign 1988 — 1990
Master of Business Administration (MBA), Finance
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor of Science (BS), Computer Science
First Trust Portfolios L.P. March 1994 - Present
PwC June 1990 - March 1994
Skills
Asset Allocation, Series 63, Alternative Investments, Fixed Income, Series 7, Program Management, Product Management, Asset Management, ETFs, Equities, Equity Valuation, Investment Strategies, Mutual Funds, Valuation
Education
University of Illinois at Urbana-Champaign 1988 — 1990
Master of Business Administration (MBA), Finance
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor of Science (BS), Computer Science
Dave Tweeten's First Trust Portfolios L.P. Experience 1993 - Present
Job Sales at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios L.P. 1993 - Present
Skills
New Business Development, Investment Advisory, Mutual Funds, ETFs, Investment Strategies, Alternative Investments, Investments, Asset Management, Separately Managed..., Asset Allocation, Financial Services, Fixed Annuities, Wealth Management, Financial Advisory
Education
Iowa State University
Finance
Wheaton North High School
First Trust Portfolios L.P. 1993 - Present
Skills
New Business Development, Investment Advisory, Mutual Funds, ETFs, Investment Strategies, Alternative Investments, Investments, Asset Management, Separately Managed..., Asset Allocation, Financial Services, Fixed Annuities, Wealth Management, Financial Advisory
Education
Iowa State University
Finance
Wheaton North High School
Brett Egner's First Trust Portfolios L.P. Experience December 2005 - Present
Job East Region Manager
Industry Financial Services
Experience
First Trust Portfolios L.P. December 2005 - Present
Scudder Investments 2001 - 2003
Skills
Separately Managed..., ETFs, Series 63, Series 7, Mutual Funds, Uniform Combined State..., Series 65, Asset Allocation, Alternative Investments, Investments, Wealth Management, Series 6, Investment Strategies, 401k, Asset Managment, Series 24
Education
Lake Forest College 1992 — 1996
Business
First Trust Portfolios L.P. December 2005 - Present
Scudder Investments 2001 - 2003
Skills
Separately Managed..., ETFs, Series 63, Series 7, Mutual Funds, Uniform Combined State..., Series 65, Asset Allocation, Alternative Investments, Investments, Wealth Management, Series 6, Investment Strategies, 401k, Asset Managment, Series 24
Education
Lake Forest College 1992 — 1996
Business
Elliott Papineau's First Trust Portfolios L.P. Experience January 2007 - Present
Job Research Analyst at First Trust Portfolios L.P.
Industry Investment Management
Experience
First Trust Portfolios L.P. January 2007 - Present
A.G. Edwards & Sons, Inc. 2006 - 2006
Skills
Equities, Investments, Fixed Income, Asset Allocation, ETFs, Investment Strategies, Alternative Investments, Mutual Funds, Equity Research, Bloomberg, Asset Management, Portfolio Management, Securities, Series 63, Investment Management, Finance, Financial Modeling, Financial Analysis
Education
Northern Illinois University 2003 — 2007
Northern Illinois University - College of Business 2003 — 2007
First Trust Portfolios L.P. January 2007 - Present
A.G. Edwards & Sons, Inc. 2006 - 2006
Skills
Equities, Investments, Fixed Income, Asset Allocation, ETFs, Investment Strategies, Alternative Investments, Mutual Funds, Equity Research, Bloomberg, Asset Management, Portfolio Management, Securities, Series 63, Investment Management, Finance, Financial Modeling, Financial Analysis
Education
Northern Illinois University 2003 — 2007
Northern Illinois University - College of Business 2003 — 2007
David Pagano's First Trust Portfolios L.P. Experience September 2002 - Present
Job Regional VicePresident at First Trust Portfolios L.P.
Industry Financial Services
Experience
First Trust Portfolios L.P. September 2002 - Present
DWS Investments September 1996 - August 2002
Skills
Investment Strategies, Investment Advisory, Business Development, Business Analysis, Money Management, Business Networking, Sales, Marketing, People-oriented, Social Skills, Entertainment Management, Social Networking, Coaching, Fitness, Leisure Travel
Education
Northwestern University - Kellogg School of Management 1999 — 2002
MBA, Marketing & Business Strategy, Graduate Degree
University of Arizona 1992 — 1996
Bachelor of Science, Biology, College Degree
First Trust Portfolios L.P. September 2002 - Present
DWS Investments September 1996 - August 2002
Skills
Investment Strategies, Investment Advisory, Business Development, Business Analysis, Money Management, Business Networking, Sales, Marketing, People-oriented, Social Skills, Entertainment Management, Social Networking, Coaching, Fitness, Leisure Travel
Education
Northwestern University - Kellogg School of Management 1999 — 2002
MBA, Marketing & Business Strategy, Graduate Degree
University of Arizona 1992 — 1996
Bachelor of Science, Biology, College Degree
Pamela Cocalas Wirt's First Trust Portfolios L.P. Experience January 2007 - September 2010
Job formerly Assistant General Counsel at First Trust Portfolios L.P.
Industry Financial Services
Experience
First Trust Portfolios L.P. January 2007 - September 2010
Vedder Price 2006 - 2007
SBA Network Services, Inc. March 2001 - August 2005
Gunster Yoakley & Stewart 1996 - 1998
Kemper Financial Services Inc. June 1995 - June 1996
Chapman and Cutler LLP 1990 - 1995
Skills
Securities Regulation, Securities, Corporate Law, Licensing, Corporate Governance, Due Diligence, Intellectual Property, Litigation, Mutual Funds, FINRA, Estate Planning, Legal Research, Legal Writing, Commercial Litigation, Series 7, Private Equity, Hedge Funds, Investments, Mergers & Acquisitions, Arbitration, Capital Markets, ETFs, Mediation, Alternative Investments, Investment Management, Asset Management, Investment Advisory
Education
University of Illinois College of Law 1987 — 1990
JD, Law
University of Illinois at Urbana-Champaign - College of Business 1983 — 1987
B.S., Accounting
Regina Dominican High School 1979 — 1983
First Trust Portfolios L.P. January 2007 - September 2010
Vedder Price 2006 - 2007
SBA Network Services, Inc. March 2001 - August 2005
Gunster Yoakley & Stewart 1996 - 1998
Kemper Financial Services Inc. June 1995 - June 1996
Chapman and Cutler LLP 1990 - 1995
Skills
Securities Regulation, Securities, Corporate Law, Licensing, Corporate Governance, Due Diligence, Intellectual Property, Litigation, Mutual Funds, FINRA, Estate Planning, Legal Research, Legal Writing, Commercial Litigation, Series 7, Private Equity, Hedge Funds, Investments, Mergers & Acquisitions, Arbitration, Capital Markets, ETFs, Mediation, Alternative Investments, Investment Management, Asset Management, Investment Advisory
Education
University of Illinois College of Law 1987 — 1990
JD, Law
University of Illinois at Urbana-Champaign - College of Business 1983 — 1987
B.S., Accounting
Regina Dominican High School 1979 — 1983
Greg Pujia's First Trust Portfolios L.P. Experience May 2012 - Present
Job Vice President at First Trust
Industry Financial Services
Experience
First Trust Portfolios L.P. May 2012 - Present
BlackRock May 2011 - May 2012
Morgan Stanley May 2002 - May 2011
Skills
Series 7, Separately Managed..., Mutual Funds, FINRA Series 6, FINRA, FINRA Series 63, FINRA Series 65, ETFs, Unit Trusts
Education
Mount Lebanon High School
The Ohio State University
BSBA, Accounting
First Trust Portfolios L.P. May 2012 - Present
BlackRock May 2011 - May 2012
Morgan Stanley May 2002 - May 2011
Skills
Series 7, Separately Managed..., Mutual Funds, FINRA Series 6, FINRA, FINRA Series 63, FINRA Series 65, ETFs, Unit Trusts
Education
Mount Lebanon High School
The Ohio State University
BSBA, Accounting
David McCammond-Watts's First Trust Portfolios L.P. Experience March 2001 - Present
Job Sr. Internal Consultant at First Trust Portfolios
Industry Computer Software
Experience
First Trust Portfolios L.P. March 2001 - Present
Skills
Investments, Microsoft SQL Server, SQL, Software Development, Microsoft Excel, HTML, JavaScript, XML, Database Design, Analysis, C#, Software Documentation, Object Oriented Design, Business Analysis, Databases, Software Design, Securities, Distributed Systems, Java, Portfolio Management
Education
Grinnell College 1987 — 1991
BA, Philosophy
First Trust Portfolios L.P. March 2001 - Present
Skills
Investments, Microsoft SQL Server, SQL, Software Development, Microsoft Excel, HTML, JavaScript, XML, Database Design, Analysis, C#, Software Documentation, Object Oriented Design, Business Analysis, Databases, Software Design, Securities, Distributed Systems, Java, Portfolio Management
Education
Grinnell College 1987 — 1991
BA, Philosophy
Erin Klassman's First Trust Portfolios L.P. Experience
Job Assistant General Counsel at First Trust Portfolios L.P.
Industry Law Practice
Experience
First Trust Portfolios L.P.
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2000 — 2003
Doctor of Law (J.D.)
UW-Milwaukee 1994 — 1999
Bachelor of Science (B.S.), Biology/Biological Sciences, General
First Trust Portfolios L.P.
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2000 — 2003
Doctor of Law (J.D.)
UW-Milwaukee 1994 — 1999
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Bryan Ulmer's First Trust Portfolios L.P. Experience May 2002 - May 2004
Job Vice PresidentNorth Central Florida at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios October 2010 - Present
First Trust Portfolios May 2004 - October 2011
First Trust Portfolios L.P. May 2002 - May 2004
Skills
Series 63, Series 7, ETFs, Investment Strategies, Sales Force Development, Sales Management, Sales, Separately Managed..., Mutual Funds, Microsoft Excel, Series 6, Risk Management, Series 65
Education
Illinois State University 1998 — 2002
Finance
First Trust Portfolios October 2010 - Present
First Trust Portfolios May 2004 - October 2011
First Trust Portfolios L.P. May 2002 - May 2004
Skills
Series 63, Series 7, ETFs, Investment Strategies, Sales Force Development, Sales Management, Sales, Separately Managed..., Mutual Funds, Microsoft Excel, Series 6, Risk Management, Series 65
Education
Illinois State University 1998 — 2002
Finance
Ali Carney's First Trust Portfolios L.P. Experience March 2007 - June 2014
Job Experienced Wholesaler Looking for Sales Position
Industry Investment Management
Experience
First Trust Portfolios L.P. March 2007 - June 2014
Ray Graham Association March 2006 - March 2007
Skills
Separately Managed..., ETFs, Series 7, Asset Allocation, Series 63, Mutual Funds, Series 65, Equities, Wholesaling, 401k, Structured Products
Education
Illinois Wesleyan University 2003 — 2005
Bachelor of Arts, Psychology and Theatre
First Trust Portfolios L.P. March 2007 - June 2014
Ray Graham Association March 2006 - March 2007
Skills
Separately Managed..., ETFs, Series 7, Asset Allocation, Series 63, Mutual Funds, Series 65, Equities, Wholesaling, 401k, Structured Products
Education
Illinois Wesleyan University 2003 — 2005
Bachelor of Arts, Psychology and Theatre
Lauren Lang's First Trust Portfolios L.P. Experience February 2007 - Present
Job Internal Wholesaler at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios L.P. February 2007 - Present
Skills
Series 63, Series 7, Series 65, Wholesale, Relationship Management, Sales, Separately Managed..., Uniform Combined State..., ETFs, Mutual Funds, Series 6, Asset Allocation, 401k
Education
Northern Illinois University 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Illinois State University 2002 — 2006
Bachelor's, Business Administration
Illinois Central College 2000 — 2002
A.A.S., Education
First Trust Portfolios L.P. February 2007 - Present
Skills
Series 63, Series 7, Series 65, Wholesale, Relationship Management, Sales, Separately Managed..., Uniform Combined State..., ETFs, Mutual Funds, Series 6, Asset Allocation, 401k
Education
Northern Illinois University 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Illinois State University 2002 — 2006
Bachelor's, Business Administration
Illinois Central College 2000 — 2002
A.A.S., Education
Benjamin McCulloch's First Trust Portfolios L.P. Experience 2012 - 2014
Job Investment Management Attorney at Drinker Biddle & Reath LLP
Industry Financial Services
Experience
Drinker Biddle & Reath LLP January 2015 - Present
First Trust Portfolios L.P. 2012 - 2014
U.S. Securities and Exchange Commission 2010 - 2011
Education
University of Miami School of Law
JD, Cum Laude
Dominican University
MBA, Finance
Drinker Biddle & Reath LLP January 2015 - Present
First Trust Portfolios L.P. 2012 - 2014
U.S. Securities and Exchange Commission 2010 - 2011
Education
University of Miami School of Law
JD, Cum Laude
Dominican University
MBA, Finance
Daniel Blong's First Trust Portfolios L.P. Experience October 2005 - Present
Job Vice President at First Trust Portfolios L.P. Serving Financial Advisors in Wisconsin & Upper Peninsula Michigan
Industry Financial Services
Experience
First Trust Portfolios L.P. October 2005 - Present
Morgan Stanley June 2004 - August 2005
Skills
Unit Investment Trusts, Exchange Traded Funds, Financial Services, Closed-end Funds, Investment Management, Communication, Relationship Management, Customer Service, Presentaion & Public..., Sales
Education
University of Illinois at Chicago 2000 — 2004
Bachelor's, Finance
First Trust Portfolios L.P. October 2005 - Present
Morgan Stanley June 2004 - August 2005
Skills
Unit Investment Trusts, Exchange Traded Funds, Financial Services, Closed-end Funds, Investment Management, Communication, Relationship Management, Customer Service, Presentaion & Public..., Sales
Education
University of Illinois at Chicago 2000 — 2004
Bachelor's, Finance
Christina Knierim's First Trust Portfolios L.P. Experience June 2007 - Present
Job Senior Vice President at First Trust Portfolios LP
Industry Financial Services
Experience
First Trust Portfolios L.P. June 2007 - Present
Calamos Investments 2004 - 2007
KPMG 1995 - 2004
Skills
Asset Managment, Investments, Financial Reporting, Due Diligence, Tax, Asset Management, Mutual Funds, Accounting, Financial Services, Portfolio Management, Fixed Income
Education
Southern Illinois University, Carbondale 1993 — 1995
Masters, Accounting
Southern Illinois University, Carbondale 1991 — 1993
Bachelors, Aviation Management
Southern Illinois University, Carbondale 1989 — 1991
Associates, Aviation Flight
First Trust Portfolios L.P. June 2007 - Present
Calamos Investments 2004 - 2007
KPMG 1995 - 2004
Skills
Asset Managment, Investments, Financial Reporting, Due Diligence, Tax, Asset Management, Mutual Funds, Accounting, Financial Services, Portfolio Management, Fixed Income
Education
Southern Illinois University, Carbondale 1993 — 1995
Masters, Accounting
Southern Illinois University, Carbondale 1991 — 1993
Bachelors, Aviation Management
Southern Illinois University, Carbondale 1989 — 1991
Associates, Aviation Flight
Mike Soumbeniotis's First Trust Portfolios L.P. Experience September 2010 - Present
Job
Industry Investment Management
Experience
First Trust Portfolios L.P. September 2010 - Present
Skills
Series 7, Series 63, Financial Markets, Derivatives, Investment Management, Unit Investment Trusts, Financial Modeling, Risk Management, Trading Systems, Investments, Uniform Combined State..., Financial Analysis, Investment Advisory, Municipal Bonds, Financial Futures, Fixed Income Portfolio..., Fixed Income, Bloomberg, Trading, Asset Management, Portfolio Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
University of Nevada-Reno
Bachelor of Science
First Trust Portfolios L.P. September 2010 - Present
Skills
Series 7, Series 63, Financial Markets, Derivatives, Investment Management, Unit Investment Trusts, Financial Modeling, Risk Management, Trading Systems, Investments, Uniform Combined State..., Financial Analysis, Investment Advisory, Municipal Bonds, Financial Futures, Fixed Income Portfolio..., Fixed Income, Bloomberg, Trading, Asset Management, Portfolio Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
University of Nevada-Reno
Bachelor of Science
Sandy Streit's First Trust Portfolios L.P. Experience June 2005 - Present
Job Associate Legal Operations at First Trust Portfolios L.P.
Industry Investment Management
Experience
First Trust Portfolios L.P. June 2005 - Present
Chapman and Cutler LLP 1988 - 2005
Skills
Securities, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat
Education
Robert Morris College
First Trust Portfolios L.P. June 2005 - Present
Chapman and Cutler LLP 1988 - 2005
Skills
Securities, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat
Education
Robert Morris College
Keith Conley's First Trust Portfolios L.P. Experience 2004 - Present
Job Sales at First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios L.P. 2004 - Present
Billy Graham Evangelistic Association January 2002 - February 2004
Missionary Athletes International February 1999 - December 2001
Van Kampen Investments April 1994 - January 1999
Skills
Series 7, Series 63, ETFs, Separately Managed..., Series 65, Mutual Funds, Asset Allocation, Securities, Investments, Alternative Investments, Wealth Management, 401k, Investment Strategies, Asset Management
Education
Calvin College 1987 — 1991
B.A., Business
Wheaton North High School 1983 — 1987
First Trust Portfolios L.P. 2004 - Present
Billy Graham Evangelistic Association January 2002 - February 2004
Missionary Athletes International February 1999 - December 2001
Van Kampen Investments April 1994 - January 1999
Skills
Series 7, Series 63, ETFs, Separately Managed..., Series 65, Mutual Funds, Asset Allocation, Securities, Investments, Alternative Investments, Wealth Management, 401k, Investment Strategies, Asset Management
Education
Calvin College 1987 — 1991
B.A., Business
Wheaton North High School 1983 — 1987
Don Swade's First Trust Portfolios L.P. Experience April 2012 - Present
Job Vice President Fund Accounting and Administration at First Trust Portfolios L.P.
Industry Financial Services
Experience
First Trust Portfolios L.P. April 2012 - Present
Guggenheim Funds September 2006 - May 2012
Claymore Securities September 2006 - September 2010
Morgan Stanley /Van Kampen Investments May 2003 - September 2006
Skills
Bloomberg, Series 7, Mutual Funds, ETFs, Fund Administration, Fixed Income, Fund Accounting, Securities, Financial Reporting, Investments, Derivatives, Finance, Bonds, Asset Management, Alternative Investments, Series 63, Investment Management, Hedge Funds, Equities, Portfolio Management, FINRA, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2001
MBA, Finance
Loras College 1990 — 1994
BA, Finance
First Trust Portfolios L.P. April 2012 - Present
Guggenheim Funds September 2006 - May 2012
Claymore Securities September 2006 - September 2010
Morgan Stanley /Van Kampen Investments May 2003 - September 2006
Skills
Bloomberg, Series 7, Mutual Funds, ETFs, Fund Administration, Fixed Income, Fund Accounting, Securities, Financial Reporting, Investments, Derivatives, Finance, Bonds, Asset Management, Alternative Investments, Series 63, Investment Management, Hedge Funds, Equities, Portfolio Management, FINRA, Investment Strategies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2001
MBA, Finance
Loras College 1990 — 1994
BA, Finance
Martin J. McFadden's First Trust Portfolios L.P. Experience April 2010 - Present
Job Vice President
Industry Financial Services
Experience
First Trust Portfolios L.P. April 2010 - Present
First Trust Portfolios L.P. July 2003 - April 2010
First Trust Portfolios Canada June 2002 - June 2003
First Trust Portfolios L.P. June 2001 - June 2002
Invesco Ltd. January 2001 - June 2001
Skills
Series 7, Series 63, Canadian Securities..., National Speaker
Education
Indiana University Bloomington 1996 — 2000
Bachelor of Arts (B.A.), Journalism and Business
Mount Carmel High School 1992 — 1996
First Trust Portfolios L.P. April 2010 - Present
First Trust Portfolios L.P. July 2003 - April 2010
First Trust Portfolios Canada June 2002 - June 2003
First Trust Portfolios L.P. June 2001 - June 2002
Invesco Ltd. January 2001 - June 2001
Skills
Series 7, Series 63, Canadian Securities..., National Speaker
Education
Indiana University Bloomington 1996 — 2000
Bachelor of Arts (B.A.), Journalism and Business
Mount Carmel High School 1992 — 1996
Kristen Johanneson's First Trust Portfolios L.P. Experience May 2004 - Present
Job Unit Investment Trust Administration at First Trust Portfolios
Industry Investment Management
Experience
First Trust Portfolios L.P. May 2004 - Present
Skills
Sales Process, Series 63, ETFs, Investment Strategies, Investments, Securities, Fixed Income, Equities, Portfolio Management, Bonds, Bloomberg, Relationship Management, Investment Management, Finance, Marketing, Sales, Strategic Planning, 401k
Education
Purdue University 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General
First Trust Portfolios L.P. May 2004 - Present
Skills
Sales Process, Series 63, ETFs, Investment Strategies, Investments, Securities, Fixed Income, Equities, Portfolio Management, Bonds, Bloomberg, Relationship Management, Investment Management, Finance, Marketing, Sales, Strategic Planning, 401k
Education
Purdue University 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General
Tom Pearse's First Trust Portfolios L.P. Experience January 2012 - Present
Job Vice President First Trust Portfolios
Industry Financial Services
Experience
First Trust Portfolios L.P. January 2012 - Present
First Trust Portfolios L.P. July 2007 - December 2011
Skills
Series 7, Series 65, Series 63, ETFs, Separately Managed..., Mutual Funds, UIT, Closed-end Funds, Wealth Management, Asset Allocation
Education
Indiana University Bloomington
Bachelor's degree, Finance, General
First Trust Portfolios L.P. January 2012 - Present
First Trust Portfolios L.P. July 2007 - December 2011
Skills
Series 7, Series 65, Series 63, ETFs, Separately Managed..., Mutual Funds, UIT, Closed-end Funds, Wealth Management, Asset Allocation
Education
Indiana University Bloomington
Bachelor's degree, Finance, General
Rich Jaeger's First Trust Portfolios L.P. Experience April 2007 - Present
Job Vice President at First Trust PortfoliosStructured Products WholesalerN.Y. Metro & Northern N.J.
Industry Investment Management
Experience
First Trust Portfolios L.P. April 2007 - Present
Ryan Beck & Co. May 2002 - March 2007
Gruntal & Co. July 1992 - May 2002
Education
Adelphi University
First Trust Portfolios L.P. April 2007 - Present
Ryan Beck & Co. May 2002 - March 2007
Gruntal & Co. July 1992 - May 2002
Education
Adelphi University