Geneva Advisors
Description
Address: 181 W Madison St, Chicago, IL 60602 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (312) 422-1720: : Hours: Category: Website: : : : Place name: : Website: https://private-wealth.us.cibc.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of CIBC Private Wealth Advisors, Inc. Posting publicly on the Web Write a review Reviews Be the first to review
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Geneva Advisors Employees
Employee
Years
Job
Industry
James Escobar James Escobar's Geneva Advisors Experience 2013 - Present
Job Investment Advisor at Geneva Advisors
Industry Financial Services
Experience
Geneva Advisors 2013 - Present
Citigroup 2010 - 2013
HSBC Securities 2006 - 2009
JPMorgan Chase 2003 - 2006
UBS 2002 - 2002
Skills
Equities, Portfolio Management, Investment Banking, Banking, Fixed Income, Strategy, Wealth Management, Private Banking, Business Development, Risk Management, Financial Modeling, Management, Financial Analysis, Finance, Financial Services, Investments, Due Diligence, Business Analysis, Securities, Mutual Funds, Hedge Funds, Emerging Markets, Financial Markets, Bloomberg, Capital Markets
Education
Thunderbird School of Global Management 2001 — 2003
MBA
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.)
Geneva Advisors 2013 - Present
Citigroup 2010 - 2013
HSBC Securities 2006 - 2009
JPMorgan Chase 2003 - 2006
UBS 2002 - 2002
Skills
Equities, Portfolio Management, Investment Banking, Banking, Fixed Income, Strategy, Wealth Management, Private Banking, Business Development, Risk Management, Financial Modeling, Management, Financial Analysis, Finance, Financial Services, Investments, Due Diligence, Business Analysis, Securities, Mutual Funds, Hedge Funds, Emerging Markets, Financial Markets, Bloomberg, Capital Markets
Education
Thunderbird School of Global Management 2001 — 2003
MBA
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.)
Ashley Biernier Ashley Biernier's Geneva Advisors Experience January 2014 - Present
Job Emerging Markets & International Small Cap Team at Geneva Investment Management
Industry Investment Management
Experience
Geneva Advisors January 2014 - Present
WHV Investment Management, Inc. August 2011 - January 2014
Citibank (Banamex USA) 2010 - 2011
Skills
Outlook, Spanish, Microsoft Excel, PowerPoint, Financial Analysis, Equities, Equity Research, Starmine, FactSet, Emerging Markets, Investment Management
Education
Sonoma State University 2009 — 2011
B.S., Business, Finance
Mt. Tamalpais School
Tamalpais High School
Geneva Advisors January 2014 - Present
WHV Investment Management, Inc. August 2011 - January 2014
Citibank (Banamex USA) 2010 - 2011
Skills
Outlook, Spanish, Microsoft Excel, PowerPoint, Financial Analysis, Equities, Equity Research, Starmine, FactSet, Emerging Markets, Investment Management
Education
Sonoma State University 2009 — 2011
B.S., Business, Finance
Mt. Tamalpais School
Tamalpais High School
Thomas W. Ulrich Thomas W. Ulrich's Geneva Advisors Experience March 2005 - July 2011
Job
Industry Financial Services
Experience
Sprott Global Resource Investments Ltd., Sprott Asset Management USA Inc. - Sprott U.S. Holdings Inc October 2012 - Present
Altegris July 2011 - October 2012
Geneva Advisors March 2005 - July 2011
InView Investment Management March 2004 - March 2005
Northwestern Mutual Trust Company September 2002 - February 2004
Bridges Investment Counsel, Inc. 1998 - 2002
Education
Creighton University School of Law 1988 — 1991
Juris Doctor, Law
University of Nebraska-Lincoln 1981 — 1985
BA, English
Grand Island Senior High
Sprott Global Resource Investments Ltd., Sprott Asset Management USA Inc. - Sprott U.S. Holdings Inc October 2012 - Present
Altegris July 2011 - October 2012
Geneva Advisors March 2005 - July 2011
InView Investment Management March 2004 - March 2005
Northwestern Mutual Trust Company September 2002 - February 2004
Bridges Investment Counsel, Inc. 1998 - 2002
Education
Creighton University School of Law 1988 — 1991
Juris Doctor, Law
University of Nebraska-Lincoln 1981 — 1985
BA, English
Grand Island Senior High
Jo Ann Seagren Jo Ann Seagren's Geneva Advisors Experience August 2015 - Present
Job Investment Advisor at Geneva Advisors
Industry Financial Services
Experience
Geneva Advisors August 2015 - Present
Advocate Asset Management 2007 - Present
BDT Capital Partners 2012 - 2012
Towle & Co. 2000 - 2005
LaSalle Partners, now Jones Lang LaSalle 1989 - 1991
Skills
Investments, Strategic Planning, Public Speaking, New Business Development, Marketing Strategy, Nonprofits, Customer Insight, Long Term Business..., Marketing Communications, Financial Services, Business Strategy, Investor Relations
Education
University of Southern California 1983 — 1986
BS, Marshall School of Business, Magna Cum Laude
Geneva Advisors August 2015 - Present
Advocate Asset Management 2007 - Present
BDT Capital Partners 2012 - 2012
Towle & Co. 2000 - 2005
LaSalle Partners, now Jones Lang LaSalle 1989 - 1991
Skills
Investments, Strategic Planning, Public Speaking, New Business Development, Marketing Strategy, Nonprofits, Customer Insight, Long Term Business..., Marketing Communications, Financial Services, Business Strategy, Investor Relations
Education
University of Southern California 1983 — 1986
BS, Marshall School of Business, Magna Cum Laude
Reiner M. Triltsch, CFA Reiner M. Triltsch, CFA's Geneva Advisors Experience January 2014 - Present
Job Portfolio Manager at Geneva Advisors
Industry Investment Management
Experience
Geneva Advisors January 2014 - Present
WHV Investment Management, Inc. February 2009 - December 2013
Federated Investors, Inc. July 2007 - February 2009
U.S. Trust October 2004 - June 2007
WESTAM (USA), LTD., Asset Management Unit of WestLB 2001 - 2004
Gulfstream Global Investors, Ltd. 1990 - 2001
LTV Corporation/ Western Reserve Capital Management, Inc. 1987 - 1990
Teacher Retirement System of Texas 1984 - 1987
Skills
Investments, Equities, Asset Allocation, Investment Strategies, Investment Management, Alternative Investments, Asset Management, Equity Research, Bloomberg, Mutual Funds, Wealth Management, Portfolio Management, Hedge Funds, Fixed Income, Emerging Markets, Capital Markets
Education
Texas Christian University 1981 — 1982
Master of Arts (M.A.), Economics
Texas Christian University - M.J. Neeley School of Business 1978 — 1980
Master of Business Administration (MBA), Finance, General
Texas Christian University 1977 — 1979
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Geneva Advisors January 2014 - Present
WHV Investment Management, Inc. February 2009 - December 2013
Federated Investors, Inc. July 2007 - February 2009
U.S. Trust October 2004 - June 2007
WESTAM (USA), LTD., Asset Management Unit of WestLB 2001 - 2004
Gulfstream Global Investors, Ltd. 1990 - 2001
LTV Corporation/ Western Reserve Capital Management, Inc. 1987 - 1990
Teacher Retirement System of Texas 1984 - 1987
Skills
Investments, Equities, Asset Allocation, Investment Strategies, Investment Management, Alternative Investments, Asset Management, Equity Research, Bloomberg, Mutual Funds, Wealth Management, Portfolio Management, Hedge Funds, Fixed Income, Emerging Markets, Capital Markets
Education
Texas Christian University 1981 — 1982
Master of Arts (M.A.), Economics
Texas Christian University - M.J. Neeley School of Business 1978 — 1980
Master of Business Administration (MBA), Finance, General
Texas Christian University 1977 — 1979
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Jessica Ellis Jessica Ellis's Geneva Advisors Experience June 2010 - March 2012
Job Training & Development Specialist at Huron Consulting
Industry Human Resources
Experience
Huron Consulting Group March 2012 - Present
Geneva Advisors June 2010 - March 2012
Bradley & Company February 2008 - May 2010
Gryphon Place May 2003 - August 2005
Skills
Customer Relations, New Business Development, Negotiation, Excel, Investments, Data Analysis, Leadership Development, Training & Development, Interview Coaching, Coaching, Survey Design, Performance Appraisal, Customer Service, Employee Training, 360 Feedback, Job Coaching, Organizational..., Microsoft Excel, Talent Management, Management, Training, Organizational..., Recruiting, Onboarding, Program Management, Management Development, Job Analysis, Career Development, Employee Engagement, Performance Management, Employee Relations, Instructional Design, Change Management
Education
The Chicago School of Professional Psychology 2010 — 2012
M.A, Industrial/Organizational Psychology
Western Michigan University 2001 — 2005
B.S, Psychology
Huron Consulting Group March 2012 - Present
Geneva Advisors June 2010 - March 2012
Bradley & Company February 2008 - May 2010
Gryphon Place May 2003 - August 2005
Skills
Customer Relations, New Business Development, Negotiation, Excel, Investments, Data Analysis, Leadership Development, Training & Development, Interview Coaching, Coaching, Survey Design, Performance Appraisal, Customer Service, Employee Training, 360 Feedback, Job Coaching, Organizational..., Microsoft Excel, Talent Management, Management, Training, Organizational..., Recruiting, Onboarding, Program Management, Management Development, Job Analysis, Career Development, Employee Engagement, Performance Management, Employee Relations, Instructional Design, Change Management
Education
The Chicago School of Professional Psychology 2010 — 2012
M.A, Industrial/Organizational Psychology
Western Michigan University 2001 — 2005
B.S, Psychology
Jon Eitas, CRPC® Jon Eitas, CRPC®'s Geneva Advisors Experience July 2015 - Present
Job Regional Director at Geneva Advisors
Industry Financial Services
Experience
Geneva Advisors July 2015 - Present
John Hancock Investments August 2005 - July 2015
John Hancock Signature Services December 2002 - July 2005
Skills
Series 7, Mutual Funds, Series 63, Series 6, Series 24, Series 66, Uniform Combined State..., Series 65, 401k, Separately Managed..., Retirement Planning, Financial Services, Fixed Annuities, Asset Allocation
Education
Suffolk University 1998 — 2002
Marshfield High School 1994 — 1998
Geneva Advisors July 2015 - Present
John Hancock Investments August 2005 - July 2015
John Hancock Signature Services December 2002 - July 2005
Skills
Series 7, Mutual Funds, Series 63, Series 6, Series 24, Series 66, Uniform Combined State..., Series 65, 401k, Separately Managed..., Retirement Planning, Financial Services, Fixed Annuities, Asset Allocation
Education
Suffolk University 1998 — 2002
Marshfield High School 1994 — 1998
Patricia DeChant Patricia DeChant's Geneva Advisors Experience July 2014 - Present
Job Investment Advisor at Geneva Advisors
Industry Financial Services
Experience
Geneva Advisors July 2014 - Present
D.A. Davidson Companies August 2013 - July 2014
Cortview/Pierpont May 2012 - May 2013
Raymond James Financial Inc. April 2003 - April 2012
Wachovia Securities Financial Network October 1992 - March 2003
Skills
Series 7, Series 65, Investments, Fixed Income, Equities, Municipal Bonds, Asset Management, Financial Advisory, Investment Strategies, Portfolio Management, Management, Sales Management, Sales, Structured Products, Finance, Customer Service, Series 8, Securities, Capital Markets, Bonds
Education
Marquette University
Bachelor's Degree, Finance Major
Dominican High School
High School
Geneva Advisors July 2014 - Present
D.A. Davidson Companies August 2013 - July 2014
Cortview/Pierpont May 2012 - May 2013
Raymond James Financial Inc. April 2003 - April 2012
Wachovia Securities Financial Network October 1992 - March 2003
Skills
Series 7, Series 65, Investments, Fixed Income, Equities, Municipal Bonds, Asset Management, Financial Advisory, Investment Strategies, Portfolio Management, Management, Sales Management, Sales, Structured Products, Finance, Customer Service, Series 8, Securities, Capital Markets, Bonds
Education
Marquette University
Bachelor's Degree, Finance Major
Dominican High School
High School
Tom DiBari, CIMA(r) Tom DiBari, CIMA(r)'s Geneva Advisors Experience August 2012 - April 2015
Job Regional DirectorNortheast Division at Chartwell Investment Partners
Industry Investment Management
Experience
Chartwell Investment Partners April 2015 - Present
Geneva Advisors August 2012 - April 2015
Pacific Income Advisers May 1999 - August 2012
PaineWebber August 1996 - May 1999
Ibbotson Associates October 1994 - August 1996
PNC Bank 1992 - 1994
Skills
Investments, Asset Management, Equities, Asset Allocation, Mutual Funds, New Business Development, Separately Managed..., Hedge Funds, Fixed Income, Alternative Investments, Investment Strategies, Financial Advisory, Asset Managment, Financial Services, High Net Worth..., Securities, Financial Markets, Training, ETFs, Relationship Management, Series 65, Sales Presentations, Business Relationship..., Institutional Clients, Municipalities, Certified Investment..., CRM, Investment Advisory, Institutional..., Selling, Salesforce.com, Investment Products, Taft-Hartley Clients, Foundations and..., Consultative Selling, Consultant Relations, Client Service, Investment Policy..., Seminars, Practice Management, Public Speaking, Series 7, Sales
Education
University of Notre Dame - Mendoza College of Business 1990 — 1992
MBA, Finance
The Johns Hopkins University 1984 — 1988
BA, Economics
Mater Dei High School 1981 — 1984
IMCA
Chartwell Investment Partners April 2015 - Present
Geneva Advisors August 2012 - April 2015
Pacific Income Advisers May 1999 - August 2012
PaineWebber August 1996 - May 1999
Ibbotson Associates October 1994 - August 1996
PNC Bank 1992 - 1994
Skills
Investments, Asset Management, Equities, Asset Allocation, Mutual Funds, New Business Development, Separately Managed..., Hedge Funds, Fixed Income, Alternative Investments, Investment Strategies, Financial Advisory, Asset Managment, Financial Services, High Net Worth..., Securities, Financial Markets, Training, ETFs, Relationship Management, Series 65, Sales Presentations, Business Relationship..., Institutional Clients, Municipalities, Certified Investment..., CRM, Investment Advisory, Institutional..., Selling, Salesforce.com, Investment Products, Taft-Hartley Clients, Foundations and..., Consultative Selling, Consultant Relations, Client Service, Investment Policy..., Seminars, Practice Management, Public Speaking, Series 7, Sales
Education
University of Notre Dame - Mendoza College of Business 1990 — 1992
MBA, Finance
The Johns Hopkins University 1984 — 1988
BA, Economics
Mater Dei High School 1981 — 1984
IMCA
Scott Zambon Scott Zambon's Geneva Advisors Experience August 2011 - Present
Job West Coast Regional Director at Geneva Advisors
Industry Financial Services
Experience
Geneva Advisors August 2011 - Present
AllianceBernstein October 2009 - August 2011
American Funds March 1993 - May 2009
Dean Witter 1990 - 1993
Skills
Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, ETFs, Asset Management, Investment Advisory, Alternative Investments, FINRA, Wealth Management, Separately Managed..., 401k, Securities, Investment Strategies, Series 65, Retirement Planning, Financial Advisory, Financial Services, Fixed Income, Investment Management, Retirement, Series 24, Series 6
Education
The University of Texas at Austin 1984 — 1989
B/A, Government
Geneva Advisors August 2011 - Present
AllianceBernstein October 2009 - August 2011
American Funds March 1993 - May 2009
Dean Witter 1990 - 1993
Skills
Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, ETFs, Asset Management, Investment Advisory, Alternative Investments, FINRA, Wealth Management, Separately Managed..., 401k, Securities, Investment Strategies, Series 65, Retirement Planning, Financial Advisory, Financial Services, Fixed Income, Investment Management, Retirement, Series 24, Series 6
Education
The University of Texas at Austin 1984 — 1989
B/A, Government
Daniel P. Delany, CFA Daniel P. Delany, CFA's Geneva Advisors Experience January 2012 - Present
Job Portfolio Manager at Geneva Advisors
Industry Investment Management
Experience
Geneva Advisors January 2012 - Present
Oakridge Investments April 2006 - January 2012
William Blair & Co. January 2001 - April 2006
UBS 1999 - 2000
BioSafe Medical Technologies May 1998 - August 1998
Kemper Funds 1993 - 1997
Skills
Portfolio Management, Healthcare, Investment Analysis, Valuation, Stock Picking, HCIT, Medical Devices, Equities, Risk Management, Investment Management, Asset Managment, Investments, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1997 — 1998
MBA, Finance, Marketing, Entrepreneurship
Marquette University 1989 — 1993
BA, International Affairs/International Economics
Geneva Advisors January 2012 - Present
Oakridge Investments April 2006 - January 2012
William Blair & Co. January 2001 - April 2006
UBS 1999 - 2000
BioSafe Medical Technologies May 1998 - August 1998
Kemper Funds 1993 - 1997
Skills
Portfolio Management, Healthcare, Investment Analysis, Valuation, Stock Picking, HCIT, Medical Devices, Equities, Risk Management, Investment Management, Asset Managment, Investments, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1997 — 1998
MBA, Finance, Marketing, Entrepreneurship
Marquette University 1989 — 1993
BA, International Affairs/International Economics
Brandon Battaglia Brandon Battaglia's Geneva Advisors Experience June 2015 - August 2015
Job Investment Management Intern at Geneva Advisors
Industry Investment Management
Experience
Geneva Advisors June 2015 - August 2015
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Office, Social Media, Leadership, Customer Service, Investments, Financial Analysis, Capital Markets, Investment Strategies, Teamwork, Portfolio Management, Finance, Investment Management
Education
Hawaii Pacific University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, Senior
San Marino High School 2008 — 2012
Diploma
Geneva Advisors June 2015 - August 2015
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Office, Social Media, Leadership, Customer Service, Investments, Financial Analysis, Capital Markets, Investment Strategies, Teamwork, Portfolio Management, Finance, Investment Management
Education
Hawaii Pacific University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, Senior
San Marino High School 2008 — 2012
Diploma
Monica Blocker Monica Blocker's Geneva Advisors Experience June 2014 - Present
Job Institutional Sales at Geneva Advisors
Industry Financial Services
Experience
Geneva Advisors June 2014 - Present
Nuveen Investments February 2012 - May 2014
Nuveen Investments December 2010 - February 2012
Morgan Stanley June 2009 - December 2010
Skills
Mutual Funds, Separately Managed..., Closed End Funds, Series 7, Series 66, Municipal Bonds, Equities, Taxable Fixed Income, Securities, Finance, Trading, Investment Strategies, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Behavioral Finance
DePaul University 2006 — 2010
Bachelor of Science (B.S.), Finance
Geneva Advisors June 2014 - Present
Nuveen Investments February 2012 - May 2014
Nuveen Investments December 2010 - February 2012
Morgan Stanley June 2009 - December 2010
Skills
Mutual Funds, Separately Managed..., Closed End Funds, Series 7, Series 66, Municipal Bonds, Equities, Taxable Fixed Income, Securities, Finance, Trading, Investment Strategies, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Behavioral Finance
DePaul University 2006 — 2010
Bachelor of Science (B.S.), Finance
Jacqueline Bruns's Geneva Advisors Experience May 2015 - June 2015
Job Research Assistant at International Scholars Program
Industry Financial Services
Experience
International Scholars' Program August 2014 - Present
Geneva Advisors May 2015 - June 2015
Foundation for Sustainable Development June 2014 - August 2014
Skills
Financial Modeling, International Market..., Impact Investing, Emerging Markets, Spanish, Social Entrepreneurship, Natural Resources, Research, FactSet, Microsoft Office, Microsoft Word, Social Media, Microsoft Excel, PowerPoint, Public Speaking, Leadership, Teamwork, Data Analysis, Stata
Education
University of Notre Dame - Mendoza College of Business 2013 — 2017
Bachelor's degree, Finance, Spanish, International Development Studies, 3rd year
University of Notre Dame - Mendoza College of Business 2013 — 2017
Bachelor of Business Administration (BBA), Finance
International Scholars' Program August 2014 - Present
Geneva Advisors May 2015 - June 2015
Foundation for Sustainable Development June 2014 - August 2014
Skills
Financial Modeling, International Market..., Impact Investing, Emerging Markets, Spanish, Social Entrepreneurship, Natural Resources, Research, FactSet, Microsoft Office, Microsoft Word, Social Media, Microsoft Excel, PowerPoint, Public Speaking, Leadership, Teamwork, Data Analysis, Stata
Education
University of Notre Dame - Mendoza College of Business 2013 — 2017
Bachelor's degree, Finance, Spanish, International Development Studies, 3rd year
University of Notre Dame - Mendoza College of Business 2013 — 2017
Bachelor of Business Administration (BBA), Finance
Robert Coulton Robert Coulton's Geneva Advisors Experience September 2013 - Present
Job Head of Private Client Distribution at Geneva Advisors
Industry Financial Services
Experience
Geneva Advisors September 2013 - Present
Zacks Investment Management March 2012 - August 2013
Zacks Investment Management November 2010 - March 2012
Zacks Investment Management October 2005 - November 2010
Zacks Investment Management February 2004 - October 2005
Zacks Investment Research August 2002 - March 2004
Skills
Sales Management, Direct Marketing, Email Marketing, Marketing Management, New Business Development, Marketing Strategy, Series 7, Series 65, Investments, Asset Management, Management, Financial Services, Wealth Management, Portfolio Management, Finance, CRM, Marketing, Business Development
Education
University of Michigan 1998 — 2002
Economics
Geneva Advisors September 2013 - Present
Zacks Investment Management March 2012 - August 2013
Zacks Investment Management November 2010 - March 2012
Zacks Investment Management October 2005 - November 2010
Zacks Investment Management February 2004 - October 2005
Zacks Investment Research August 2002 - March 2004
Skills
Sales Management, Direct Marketing, Email Marketing, Marketing Management, New Business Development, Marketing Strategy, Series 7, Series 65, Investments, Asset Management, Management, Financial Services, Wealth Management, Portfolio Management, Finance, CRM, Marketing, Business Development
Education
University of Michigan 1998 — 2002
Economics
Stacey Velez Stacey Velez's Geneva Advisors Experience January 2009 - Present
Job Investment Advisor at Geneva Advisors
Industry Financial Services
Experience
Geneva Advisors January 2009 - Present
Private Equity January 2008 - November 2008
Charles Schwab March 2000 - December 2007
Skills
Portfolio Management, Asset Allocation, Investments, Wealth Management, Asset Management, Investment Management, Investment Strategies, Mutual Funds, Securities, Hedge Funds
Education
Loyola University of Chicago 1996 — 1999
Biology, General
Geneva Advisors January 2009 - Present
Private Equity January 2008 - November 2008
Charles Schwab March 2000 - December 2007
Skills
Portfolio Management, Asset Allocation, Investments, Wealth Management, Asset Management, Investment Management, Investment Strategies, Mutual Funds, Securities, Hedge Funds
Education
Loyola University of Chicago 1996 — 1999
Biology, General
Emma Bressler's Geneva Advisors Experience June 2015 - July 2015
Job Honors Student at The Kelley School of Business
Industry
Experience
Geneva Advisors June 2015 - July 2015
Transaction Advisors May 2014 - July 2014
Skills
Public Speaking, Social Media, Team Leadership, Teamwork, PowerPoint, Mac, Microsoft Excel, Microsoft Word, English, Windows, MailChimp, HootSuite, Research, Marketing, Microsoft Office
Education
Indiana University Bloomington 2012 — 2016
Finance, 3.7 GPA
Geneva Advisors June 2015 - July 2015
Transaction Advisors May 2014 - July 2014
Skills
Public Speaking, Social Media, Team Leadership, Teamwork, PowerPoint, Mac, Microsoft Excel, Microsoft Word, English, Windows, MailChimp, HootSuite, Research, Marketing, Microsoft Office
Education
Indiana University Bloomington 2012 — 2016
Finance, 3.7 GPA
Kevin Langendorf Kevin Langendorf's Geneva Advisors Experience June 2015 - July 2015
Job JD & MBA Student
Industry Financial Services
Experience
Loyola University Chicago August 2014 - Present
Geneva Advisors June 2015 - July 2015
Guild Capital January 2014 - August 2014
Dworkin and Maciariello, LLP May 2012 - January 2014
Segall Bryant & Hamill May 2011 - August 2011
Skills
Microsoft Office, Finance, Highly Dedicated, Financial Analysis, Microsoft Excel, Diligent, Data Analysis, Business Strategy, Personal Finance, Interpersonal..., Business Analysis, Teamwork, Budgets, Leadership, Time Management, Mergers & Acquisitions, Corporate Finance, Public Speaking, Social Media, Research, Microsoft Word, PowerPoint
Education
Loyola University Chicago 2014 — 2018
Doctor of Law (J.D.) Masters in Business Administration (M.B.A.), 3.748/4.0
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor's degree, Consumer Economics and Finance, 3.94/4
New Trier High School 2005 — 2009
Loyola University Chicago August 2014 - Present
Geneva Advisors June 2015 - July 2015
Guild Capital January 2014 - August 2014
Dworkin and Maciariello, LLP May 2012 - January 2014
Segall Bryant & Hamill May 2011 - August 2011
Skills
Microsoft Office, Finance, Highly Dedicated, Financial Analysis, Microsoft Excel, Diligent, Data Analysis, Business Strategy, Personal Finance, Interpersonal..., Business Analysis, Teamwork, Budgets, Leadership, Time Management, Mergers & Acquisitions, Corporate Finance, Public Speaking, Social Media, Research, Microsoft Word, PowerPoint
Education
Loyola University Chicago 2014 — 2018
Doctor of Law (J.D.) Masters in Business Administration (M.B.A.), 3.748/4.0
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor's degree, Consumer Economics and Finance, 3.94/4
New Trier High School 2005 — 2009
Daniel Watts Jr's Geneva Advisors Experience June 2014 - August 2014
Job Credit Analyst at Wintrust Financial
Industry Investment Management
Experience
Wintrust Financial Corporation June 2015 - Present
Geneva Advisors June 2014 - August 2014
Bites TV January 2013 - September 2013
Kensington International May 2013 - August 2013
Trinity High School - River Forest, IL May 2011 - August 2012
O'Sullivan's Public House May 2009 - June 2010
Skills
Microsoft Excel, Italian languages, Market Research, Data Analysis, Economics, PowerPoint, Microsoft Word, International Economics, FileFinder, Morningstar, Marketing, Financial Analysis, Wine Tasting
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Arts (B.A.), Economics and Italian
IES ROME 2013 — 2013
Fenwick High School 2007 — 2011
Wintrust Financial Corporation June 2015 - Present
Geneva Advisors June 2014 - August 2014
Bites TV January 2013 - September 2013
Kensington International May 2013 - August 2013
Trinity High School - River Forest, IL May 2011 - August 2012
O'Sullivan's Public House May 2009 - June 2010
Skills
Microsoft Excel, Italian languages, Market Research, Data Analysis, Economics, PowerPoint, Microsoft Word, International Economics, FileFinder, Morningstar, Marketing, Financial Analysis, Wine Tasting
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Arts (B.A.), Economics and Italian
IES ROME 2013 — 2013
Fenwick High School 2007 — 2011
David Chimitris David Chimitris's Geneva Advisors Experience April 2014 - September 2014
Job Office Assistant at Wilmette Tennis Club
Industry Human Resources
Experience
Wilmette Tennis Club May 2014 - Present
Geneva Advisors April 2014 - September 2014
Wilmette Park District May 2011 - August 2013
Drasgow Industrial/Organizational Research Lab January 2013 - May 2013
Center for Parent-Child Studies August 2012 - May 2013
Jewel Food Stores January 2008 - January 2010
Skills
Research, Teamwork, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Data Analysis, Coaching, Team Building, Management
Education
Elmhurst College 2015 — 2017
Master’s Degree, Industrial and Organizational Psychology
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor's degree, Psychology (I/O)
Wilmette Tennis Club May 2014 - Present
Geneva Advisors April 2014 - September 2014
Wilmette Park District May 2011 - August 2013
Drasgow Industrial/Organizational Research Lab January 2013 - May 2013
Center for Parent-Child Studies August 2012 - May 2013
Jewel Food Stores January 2008 - January 2010
Skills
Research, Teamwork, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Data Analysis, Coaching, Team Building, Management
Education
Elmhurst College 2015 — 2017
Master’s Degree, Industrial and Organizational Psychology
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor's degree, Psychology (I/O)
Gregory Schroer's Geneva Advisors Experience June 2005 - Present
Job Principal, Director of Institutional Sales at Geneva Advisors
Industry Financial Services
Experience
Geneva Advisors June 2005 - Present
Third Avenue Management August 2000 - June 2005
Skills
Series 7, Mutual Funds, Asset Managment
Education
University of Minnesota-Twin Cities
Geneva Advisors June 2005 - Present
Third Avenue Management August 2000 - June 2005
Skills
Series 7, Mutual Funds, Asset Managment
Education
University of Minnesota-Twin Cities
Anil Thomas's Geneva Advisors Experience October 2005 - July 2013
Job OFI Global VP, Institutional Sales Midwest
Industry Financial Services
Experience
OFI Global/OppenheimerFunds Inc July 2013 - Present
Geneva Advisors October 2005 - July 2013
Hewitt Investment Group 2000 - 2005
Hewitt Associates 1999 - 2000
Skills
Marketing Strategy, Marketing Communications, Product Marketing, Sales Management, Direct Sales, Project Planning, Project Execution, Brand Development, Digital Branding, Website Development, Website Management, Website Redesign, RFP preparation, Client Service, Client Development, Client Acquisition, Client Communication, New Business Development, Financial Services, Project Management, Investment Management, Series 7, Series 65, Asset Allocation, Institutional..., Management, Series 63, Client Services, Customer Acquisition, RFP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
Master of Business Administration (MBA), Marketing
Carthage College 1995 — 1999
BS, Business Administration and Marketing
OFI Global/OppenheimerFunds Inc July 2013 - Present
Geneva Advisors October 2005 - July 2013
Hewitt Investment Group 2000 - 2005
Hewitt Associates 1999 - 2000
Skills
Marketing Strategy, Marketing Communications, Product Marketing, Sales Management, Direct Sales, Project Planning, Project Execution, Brand Development, Digital Branding, Website Development, Website Management, Website Redesign, RFP preparation, Client Service, Client Development, Client Acquisition, Client Communication, New Business Development, Financial Services, Project Management, Investment Management, Series 7, Series 65, Asset Allocation, Institutional..., Management, Series 63, Client Services, Customer Acquisition, RFP
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
Master of Business Administration (MBA), Marketing
Carthage College 1995 — 1999
BS, Business Administration and Marketing
Tom Bruns's Geneva Advisors Experience October 2013 - Present
Job Head of Intermediary Sales at Geneva Advisors
Industry Financial Services
Experience
Geneva Advisors October 2013 - Present
Benefit Services Group, Inc. September 2012 - October 2013
John Hancock Life Insurance Company (U.S.A.) September 2003 - November 2011
Scudder Distributors, Inc. 2000 - 2002
Kemper Funds 1998 - 2000
Kemper Funds 1991 - 1998
Aetna Life Insurance and Annuity Company 1987 - 1993
Skills
Retirement Planning, Asset Allocation, Financial Services, 401k, Separately Managed..., Retirement Plan..., Mutual Funds, Investment Advisory, Variable Annuities, Defined Benefit, Financial Advisory, FINRA, Asset Management, Investment Strategies, Investment Management, Profit Sharing, ETFs, Qualified Retirement..., ERISA, IRAs, Employee Benefits, Long-term Care, Estate Planning, Financial Planners, Wealth
Education
Northwestern University - Kellogg School of Management 1982 — 1984
Masters of Management, Marketing & Finance
University of Illinois at Urbana-Champaign 1975 — 1979
BS, Biochemisty
Geneva Advisors October 2013 - Present
Benefit Services Group, Inc. September 2012 - October 2013
John Hancock Life Insurance Company (U.S.A.) September 2003 - November 2011
Scudder Distributors, Inc. 2000 - 2002
Kemper Funds 1998 - 2000
Kemper Funds 1991 - 1998
Aetna Life Insurance and Annuity Company 1987 - 1993
Skills
Retirement Planning, Asset Allocation, Financial Services, 401k, Separately Managed..., Retirement Plan..., Mutual Funds, Investment Advisory, Variable Annuities, Defined Benefit, Financial Advisory, FINRA, Asset Management, Investment Strategies, Investment Management, Profit Sharing, ETFs, Qualified Retirement..., ERISA, IRAs, Employee Benefits, Long-term Care, Estate Planning, Financial Planners, Wealth
Education
Northwestern University - Kellogg School of Management 1982 — 1984
Masters of Management, Marketing & Finance
University of Illinois at Urbana-Champaign 1975 — 1979
BS, Biochemisty
Janet Chutro's Geneva Advisors Experience July 2013 - Present
Job IT professional
Industry Financial Services
Experience
Geneva Advisors July 2013 - Present
William Blair & Company February 1999 - January 2013
Fimat January 1997 - January 1999
Rodman & Renshaw, Inc February 1981 - December 1996
Skills
Bloomberg, Project Management, Vendor Management, Trading Systems, Asset Managment, Equities, Database Design, Investments, Financial Analysis, Microsoft Office, SharePoint, Financial Services, Business Development, Business Analysis, Strategic Planning, Analytics, Securities, Fixed Income, Portfolio Management, Asset Management
Education
University of Phoenix 1995 — 1999
Computer Science
Geneva Advisors July 2013 - Present
William Blair & Company February 1999 - January 2013
Fimat January 1997 - January 1999
Rodman & Renshaw, Inc February 1981 - December 1996
Skills
Bloomberg, Project Management, Vendor Management, Trading Systems, Asset Managment, Equities, Database Design, Investments, Financial Analysis, Microsoft Office, SharePoint, Financial Services, Business Development, Business Analysis, Strategic Planning, Analytics, Securities, Fixed Income, Portfolio Management, Asset Management
Education
University of Phoenix 1995 — 1999
Computer Science
Titi Hepp's Geneva Advisors Experience June 2011 - Present
Job Staff Accountant at Geneva Investment Management
Industry Financial Services
Experience
Geneva Advisors June 2011 - Present
Neighborhood Housing Services of Chicago December 2008 - June 2011
Adler Planetarium 2007 - 2007
American Girl March 2001 - April 2004
Chase Manhattan Corporation January 1989 - May 1992
Skills
Financial Reporting, Project Management, Financial Analysis, Process Improvement, Strategic Planning, Forecasting, Nonprofits, Customer Service, Research, Payroll, Account Reconciliation
Education
Golden Gate University 1985 — 1987
MBA, Finance
University of California, Irvine 1981 — 1984
BS, Mathematics
Geneva Advisors June 2011 - Present
Neighborhood Housing Services of Chicago December 2008 - June 2011
Adler Planetarium 2007 - 2007
American Girl March 2001 - April 2004
Chase Manhattan Corporation January 1989 - May 1992
Skills
Financial Reporting, Project Management, Financial Analysis, Process Improvement, Strategic Planning, Forecasting, Nonprofits, Customer Service, Research, Payroll, Account Reconciliation
Education
Golden Gate University 1985 — 1987
MBA, Finance
University of California, Irvine 1981 — 1984
BS, Mathematics
Kelly Goalby's Geneva Advisors Experience January 2003 - Present
Job
Industry Financial Services
Experience
Geneva Advisors January 2003 - Present
Skills
Investments, Equities, Portfolio Management, Asset Management, Investment Management, Asset Allocation, Series 7, Wealth Management, Hedge Funds, Securities
Education
University of Mississippi 1985 — 1989
Geneva Advisors January 2003 - Present
Skills
Investments, Equities, Portfolio Management, Asset Management, Investment Management, Asset Allocation, Series 7, Wealth Management, Hedge Funds, Securities
Education
University of Mississippi 1985 — 1989